eOrbitor Pulse - Enterprise CRM Platform

Status: ✅ Production Ready | Version: 2.0.0 | Last Updated: May 25, 2026

A complete, enterprise-grade CRM platform designed for local/on-premise deployment. Built with Next.js 14, React 18, TypeScript, PostgreSQL, and Tailwind CSS.

🚀 Quick Start (5 Minutes)

Prerequisites

Node.js 18+
npm 8+
PostgreSQL 15+

Installation

# 1. Navigate to project
cd /home/balahero03/eOrbitor_Pulse

# 2. Install dependencies
npm install

# 3. Configure database
cp .env.local.example .env.local
# Edit .env.local with your PostgreSQL credentials

# 4. Setup database
npm run prisma:generate
npm run db:push
npm run db:seed

# 5. Start development server
npm run dev

Visit: http://localhost:3000

Default Login:

Email: admin@company.local
Password: password

📋 PostgreSQL Setup (Ubuntu/Linux)

# 1. Install PostgreSQL
sudo apt-get update
sudo apt-get install -y postgresql postgresql-contrib

# 2. Start service
sudo systemctl start postgresql
sudo systemctl enable postgresql

# 3. Create user and database
sudo -u postgres psql -c "CREATE USER eorbitor WITH PASSWORD 'YourStrongDatabasePassword123!';"
sudo -u postgres psql -c "CREATE DATABASE eorbitor_pulse OWNER eorbitor;"
sudo -u postgres psql -c "GRANT ALL PRIVILEGES ON DATABASE eorbitor_pulse TO eorbitor;"

# 4. Update .env.local
DATABASE_URL="postgresql://eorbitor:YourStrongDatabasePassword123!@localhost:5432/eorbitor_pulse"

📦 Project Structure

eOrbitor_Pulse/
├── app/
│   ├── (auth)/login/              # Login page
│   ├── (dashboard)/               # 10 modules (40 pages)
│   │   ├── dashboard/
│   │   ├── leads/
│   │   ├── customers/
│   │   ├── pipeline/
│   │   ├── quotations/
│   │   ├── orders/
│   │   ├── tasks/
│   │   ├── support/
│   │   ├── reports/
│   │   └── settings/
│   └── api/                       # 57+ REST API endpoints
├── prisma/
│   ├── schema.prisma              # Database schema (15 tables)
│   └── seed.js                    # Initial data
├── lib/
│   └── logger.ts                  # Activity logging
├── .env.local.example             # Environment template
├── package.json
├── tsconfig.json
├── tailwind.config.js
└── README.md

🎯 Features (10 Modules)

Module	Features	API Endpoints
Leads	Lead capture, scoring, qualification, source tracking	5
Customers	Company master data, contacts, relationships	9
Pipeline	Kanban board, SPANCO stages, deal tracking	4
Quotations	Quote creation, approval workflow, versions	6
Orders	PO processing, delivery, payment tracking	6
Tasks	Task assignments, follow-ups, calendar view	6
Inventory	Products, stock monitoring, vendors, procurement	7
Support	Ticket management, SLA, satisfaction rating	3
Reports	Sales analytics, lead analysis, team performance	5
Settings	User management, activity logs, RBAC	6

Total: 57+ API endpoints, 40 pages, 15,980+ LOC

🔧 Technology Stack

Frontend

Framework: Next.js 14 (App Router)
UI: React 18 + TypeScript 5
Styling: Tailwind CSS 3
State: React Hooks

Backend

Runtime: Node.js 18+ LTS
ORM: Prisma 5
Auth: JWT (custom)
Security: bcryptjs (10-round hashing)

Database

System: PostgreSQL 15+
Tables: 15 core + system
Pattern: Soft delete, audit trail

Infrastructure

Local: PM2 + Nginx (see SETUP.md)
SSL: Self-signed certificates
Backups: Automated daily

📊 Database Schema

Core Tables (15)

User - System users with 5 roles (ADMIN, SALES_MANAGER, SALES_EXEC, SUPPORT, VIEWER)
Lead - Lead records with source, status, score
Customer - Company master data with GST tracking
Contact - Customer contact persons
Deal - Sales opportunities (6 SPANCO stages)
Quotation - Price quotes with approval workflow
Order - Customer orders with delivery & payment tracking
Task - Task assignments and tracking
FollowUp - Call/email/meeting records
Product - Product catalog with pricing
Inventory - Stock levels and locations
Vendor - Vendor master with ratings
VendorProduct - Product availability by vendor
Ticket - Support tickets with SLA
ActivityLog - Audit trail with user actions
Notification - User notifications with read status

🔐 Security Features

✅ JWT authentication with 30-day expiration
✅ Password hashing (bcryptjs, 10 rounds)
✅ SQL injection prevention (Prisma ORM)
✅ XSS protection (React templating)
✅ Role-based access control (5 roles)
✅ Comprehensive activity logging
✅ Soft delete pattern (data preservation)
✅ Local/on-premise only (no cloud)

📝 Available Scripts

# Development
npm run dev              # Start dev server (http://localhost:3000)

# Database
npm run prisma:generate # Generate Prisma client
npm run db:push         # Sync schema with database
npm run db:seed         # Populate with sample data

# Production
npm run build           # Build for production
npm run start           # Start production server

# Quality
npm run lint            # Run linting
npm run type-check      # Check TypeScript

🚨 Troubleshooting

"DATABASE_URL not found"

# Make sure .env.local exists with DATABASE_URL
cat .env.local | grep DATABASE_URL

# If missing, copy and edit:
cp .env.local.example .env.local

"Port 3000 in use"

# Kill process on port 3000
lsof -ti:3000 | xargs kill -9

# Or use different port
PORT=3001 npm run dev

"Cannot connect to PostgreSQL"

# Check PostgreSQL is running
sudo systemctl status postgresql

# Start it if needed
sudo systemctl start postgresql

# Test connection
PGPASSWORD='your_password' psql -U eorbitor -h localhost -d eorbitor_pulse -c "SELECT 1;"

"Prisma Client not found"

npm run prisma:generate
npm install

🔄 Running in Production

See SETUP.md for:

PM2 ecosystem configuration
Nginx reverse proxy setup
PostgreSQL backup automation
SSL/TLS certificate generation
Firewall configuration
System monitoring

👥 User Roles

Role	Permissions
ADMIN	Full system access, user management, settings
SALES_MANAGER	Team management, pipeline oversight, reports
SALES_EXEC	Lead/deal/order management, own tasks
SUPPORT	Ticket management, customer support
VIEWER	Read-only access to all modules

📈 Key Metrics

API Endpoints: 57+
Frontend Pages: 40
Database Tables: 15+
Lines of Code: 15,980+
User Roles: 5
Supported Currencies: INR (₹)
Tax Rate: 18% GST (configurable)

📚 Documentation

SETUP.md - Production deployment guide
PROJECT_SPEC.md - Detailed feature specification
.env.local.example - Environment configuration template

🎓 Architecture Highlights

Design Patterns

Soft Delete Pattern - Preserves data integrity
Activity Logging - Comprehensive accountability
Pagination - Efficient data handling
Status Workflows - Clear business processes
Role-Based Access - Organizational structure

Frontend Architecture

Component-Based - Reusable React components
State Management - React Hooks
Client Validation - UX improvement
Server Validation - Data security
Responsive Design - Mobile-friendly

Backend Architecture

RESTful APIs - Standard HTTP methods
Prisma ORM - Type-safe database access
JWT Auth - Stateless security
Environment Config - Flexible deployment
Error Handling - Consistent patterns

🤝 Support & Maintenance

After Deployment

Configure database backups (automated daily)
Monitor activity logs for audit trail
Manage users via admin panel
Update configuration via .env.local
Set up system monitoring and alerts

Future Enhancements

Email notification service (SMTP)
WebSocket real-time updates (Socket.io)
Mobile application (React Native)
Advanced reporting (custom builder)
API integrations (third-party systems)
Bulk import/export (CSV, Excel)

✅ Deployment Checklist

📄 License

Internal use only - Local/On-premise deployment

🎉 Ready to Deploy?

# One-command setup (after PostgreSQL is running)
cd /home/balahero03/eOrbitor_Pulse && \
DATABASE_URL='postgresql://eorbitor:YourStrongDatabasePassword123!@localhost:5432/eorbitor_pulse' npm run prisma:generate && \
DATABASE_URL='postgresql://eorbitor:YourStrongDatabasePassword123!@localhost:5432/eorbitor_pulse' npm run db:push && \
DATABASE_URL='postgresql://eorbitor:YourStrongDatabasePassword123!@localhost:5432/eorbitor_pulse' npm run db:seed && \
DATABASE_URL='postgresql://eorbitor:YourStrongDatabasePassword123!@localhost:5432/eorbitor_pulse' npm run dev

Then open: http://localhost:3000

eOrbitor Pulse v2.0.0 - Enterprise CRM Platform Ready for Deployment 🚀

Name		Name	Last commit message	Last commit date
Latest commit History 149 Commits
app		app
components		components
docker		docker
lib		lib
prisma		prisma
public		public
scripts		scripts
.dockerignore		.dockerignore
.env.local.example		.env.local.example
.gitignore		.gitignore
CLAUDE.md		CLAUDE.md
Dockerfile		Dockerfile
PROJECT_SPEC.md		PROJECT_SPEC.md
README.md		README.md
docker-compose.yml		docker-compose.yml
eOrbitor_logo.jpg		eOrbitor_logo.jpg
next.config.js		next.config.js
package-lock.json		package-lock.json
package.json		package.json
postcss.config.js		postcss.config.js
proxy.ts		proxy.ts
run-mac.sh		run-mac.sh
run.sh		run.sh
tailwind.config.js		tailwind.config.js
tsconfig.json		tsconfig.json

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