Add complete CRM dashboard application with leads, pipeline, and KPI tracking#2
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Add complete CRM dashboard application with leads, pipeline, and KPI tracking#2Skid-coder wants to merge 1 commit intomainfrom
Skid-coder wants to merge 1 commit intomainfrom
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Complete web-based CRM system for managing transport supplier onboarding at Intui.travel. Built with React + Tailwind CSS frontend and Node.js + Express + SQLite backend. Features: - Lead database with search, filtering, sorting, and pagination - Kanban pipeline view with drag-and-drop between status columns - KPI dashboard with conversion funnel and monthly progress vs targets - Follow-up system showing overdue/today items with reschedule - Monthly target setting with progress tracking - CSV import/export for bulk lead management - JWT-based email authentication https://claude.ai/code/session_016rjKZWfRgJaEtaMoP7Mt4J
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Summary
This PR introduces a complete B2B Sales CRM Dashboard application for managing transport supplier leads, tracking conversion pipelines, and monitoring KPIs. The application includes a full-stack implementation with Express backend, React frontend, SQLite database, and Docker support.
Key Changes
Backend (Node.js/Express)
server/routes/auth.js): JWT-based login/register with bcrypt password hashingserver/routes/leads.js): Full CRUD operations with filtering, sorting, pagination, and activity loggingserver/routes/kpi.js): Dashboard metrics including conversion funnel, daily stats, and monthly progress trackingserver/routes/leads.js): Mark follow-ups as done and schedule next contact datesserver/routes/csv.js): Bulk lead import from CSV and export functionalityserver/routes/targets.js): Set and track monthly goals per status stageserver/database.js): SQLite with users, leads, activity logs, and targets tablesserver/middleware/auth.js): JWT token validation for protected routesFrontend (React)
client/src/pages/LoginPage.js): Email/password authentication with token persistenceclient/src/pages/DashboardPage.js): KPI overview cards, status breakdown, conversion funnel, and monthly progressclient/src/pages/LeadsPage.js): Searchable, filterable, sortable lead list with pagination and CRUD operationsclient/src/pages/PipelinePage.js): Drag-and-drop lead cards between status columnsclient/src/pages/FollowUpsPage.js): View overdue/today follow-ups with ability to mark done and schedule nextclient/src/pages/TargetsPage.js): Set monthly targets per conversion stageclient/src/pages/ImportExportPage.js): Download leads as CSV or bulk import from fileclient/src/components/LeadModal.js): Reusable form for creating/editing leadsclient/src/components/Layout.js): Sidebar navigation with responsive designclient/src/context/AuthContext.js): Global auth state managementclient/src/api.js): Centralized fetch wrapper with token injection and error handlingConfiguration & Deployment
Dockerfile): Multi-stage build for production deployment.env.example): Configuration template for JWT secret and portpackage.json,client/package.json): Dependencies for Express, React, JWT, bcrypt, SQLite, CSV parsingSETUP.md): Local development and deployment instructionsclient/public/index.html): Tailwind CSS CDN integration with custom color themeNotable Implementation Details
https://claude.ai/code/session_016rjKZWfRgJaEtaMoP7Mt4J