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CLAUDE.md

Complete guidance and map for working in the eOrbitor Pulse codebase.

1. What this is

eOrbitor Pulse is a self-hosted, on-premise B2B CRM for an IT / technology solutions reseller / systems integrator (deals in HPE, Dell, Cisco, Fortinet, Nutanix, VMware, etc. — see OEM_LIST in lib/eorbitor-constants.ts). It manages the full sales lifecycle using the SPANCO methodology:

Suspect → Prospect → Approach → Negotiation → Closure → Ongoing

It is India-focused: GST numbers on customers/vendors, INR (₹), 18% GST default, en-IN date/number formatting.

⚠️ Docs drift: README.md and PROJECT_SPEC.md describe an earlier v2.0 and are partly out of date (they mention Inventory/Support/ShadCN pages and a "57 endpoints" count that no longer exactly match). The Prisma schema and app/api routes are the source of truth. Modules added after those docs: daily activity + unlock workflow, approvals, appraisal/personal/team reports engine, time tracking, announcements, lead closure workflow, customer import.

2. Tech stack

Layer Choice
Framework Next.js 16 (App Router), React 18, TypeScript 5
Styling Tailwind CSS 3 (+ @headlessui/react, @heroicons/react, clsx)
DB / ORM PostgreSQL (16 in Docker) + Prisma 5
Auth Custom JWT (jsonwebtoken), bcrypt (bcryptjs); token in localStorage, 30-day expiry
Email nodemailer (SMTP; no-ops with a console log if SMTP_HOST unset)
Charts recharts
Realtime socket.io / socket.io-client declared (feature-flagged, not core)
Deploy Docker + docker-compose.yml; GitHub Actions self-hosted runner in actions-runner/

3. Commands

npm run dev              # dev server → http://localhost:3000
npm run build            # production build
npm run start            # production server
npm run lint             # next lint
npm run type-check       # tsc --noEmit

npm run prisma:generate  # regenerate Prisma client — RUN AFTER ANY schema change
npm run prisma:migrate   # prisma migrate dev (migrations/ exists but db:push is the norm)
npm run db:push          # sync schema to DB without migration files (primary workflow)
npm run db:seed          # seed via prisma/seed.js

Default seeded admin login: admin@company.local / password (alt: sales@company.local / password).

Docker

docker-compose.yml defines two services: db (postgres:16, volume pgdata, healthcheck) and app (built from Dockerfile, depends_on db healthy, env_file: .env.local, exposes port). Container entry: docker/entrypoint.sh.

4. Repository layout

eOrbitor_Pulse/
├── app/
│   ├── layout.tsx, page.tsx            # root layout + landing/redirect
│   ├── (auth)/login/page.tsx           # login screen
│   ├── (dashboard)/                    # authed app shell + all feature pages
│   │   ├── layout.tsx                  # sidebar, RBAC nav, notif polling, logout
│   │   └── <module>/{page,new,[id]}    # list / create / detail per module
│   └── api/**/route.ts                 # REST handlers (see §7 full map)
├── components/
│   └── MultiSelectSearch.tsx           # the ONE shared component (solution areas / OEM / presales)
├── lib/                                # see §6
├── prisma/
│   ├── schema.prisma                   # DB schema — source of truth (see §5)
│   ├── seed.js, seed-users.js, seed-mockdata.js
│   ├── import-leads.js, import-leads-2026.js
│   └── migrations/
├── scripts/
│   ├── db-backup.sh, db-restore.sh     # pg_dump / restore helpers
│   └── reassign-leads.js, reseed-leads.js
├── docker/entrypoint.sh
├── docker-compose.yml, Dockerfile, .dockerignore
├── .env.local(.example)                # ~120 config keys (see §9)
├── README.md, PROJECT_SPEC.md          # partly outdated (see §1)
└── CLAUDE.md                           # this file

5. Data model (prisma/schema.prisma)

PostgreSQL. Conventions used throughout:

  • Soft delete via deletedAt (User, Lead, Customer, Deal, Quotation) — filter deletedAt: null.
  • Audit via ActivityLog; user alerts via Notification.
  • cuid() string PKs; createdAt / updatedAt timestamps.

Models

Model Purpose / key fields
User Auth + org hierarchy. role, managerId → self-relation (manager/subordinates), isActive, department, assignedTerritory, employeeId. Owns leads, deals, tasks, quotations, activity, time logs, reports.
Lead The central sales object. status (LeadStatus), source, leadScore, assignedToId, broughtById, RFQ fields (rfqDate, quoteNo, quoteValue, poReceivedDate), followUpDate, expectedClosureDate, closure fields (closedAt, closureReason, closureDetails JSON), array tags solutionAreas[], oemNames[], presalesIds[], optional linkedCustomerId.
Customer Company master. Unique gstNumber, customerCategory, billingAddress/shippingAddress JSON, annualRevenue. Has contacts, deals, leads, orders, quotations.
Contact Person under a Customer. isPrimary, designation. Cascade-deletes with customer.
Deal SPANCO opportunity. stage (DealStage), dealValue, winProbability, expectedCloseDate, lostReason. Links customer + optional lead.
FollowUp Call/email/meeting/whatsapp/site-visit record. scheduledDate, actualDate, outcome, reminderSentAt. Belongs to Deal (cascade), optional Lead.
Task status, priority, dueDate, assignedToId vs createdById, optional relatedDealId/relatedFollowUpId, tags[].
Quotation Unique quotationNumber, status, items JSON, money fields (subtotal/taxAmount/discountAmount/totalAmount), revision, approval (approvedById/approvedAt), sentAt, pdfUrl.
Order Unique orderNumber, poNumber/poDate, status (OrderStatus), paymentStatus, totalAmount/amountPaid, paymentMode/paymentProofUrl, deliveryDate/deliveredAt, invoiceUrl.
Product Catalog. Unique sku, oemName, basePrice, tax, attributes JSON. Has one Inventory, many VendorProduct.
Inventory 1:1 with Product. quantity, reorderLevel, warehouseLocation, restock fields.
Vendor Unique gstNumber, rating, paymentTerms. Many VendorProduct.
VendorProduct Join Vendor×Product (unique). vendorSku, vendorPrice, leadTime, minimumOrder.
ActivityLog Audit trail. action (ActivityAction), entityType/entityId, changes JSON, ipAddress/userAgent, optional FK links to lead/customer/deal/quotation.
Notification Per-user. type (NotificationType), isRead/readAt, relatedEntityType/Id. Cascade with user.
ApprovalRequest Governance. type (LEAD_DELETE/LEAD_REOPEN/ORDER_DELETE/CUSTOMER_DELETE), status, requestedBy/approvedBy, reason/rejectionReason, optional leadId.
DailyActivity HR log, unique (userId, date) (date is a YYYY-MM-DD string). activities (JSON string), loginTime/logoutTime/totalHours, isEditable + unlockedBy/unlockedAt lock workflow.
ActivityUnlockRequest Request to re-edit a locked DailyActivity. reason, status, reviewedBy/reviewedAt.
TimeLog Login/logout session tracking. loginTime/logoutTime/sessionDuration.
Announcement title/content, isPublished/publishedAt/expiresAt, priority.
Report Cached generated report. type, startDate/endDate, data JSON, expiresAt, createdById.
ScheduledReport Cron-driven report definition. frequency, dayOfWeek/dayOfMonth, recipients[], nextRunAt. (No route wired yet — future.)

Enums

  • UserRole: SUPER_ADMIN, ADMIN, SALES_MANAGER, SALES_EXEC, SUPPORT, VIEWER
  • LeadStatus: NEW, CONTACTED, QUALIFIED, REJECTED, CONVERTED, SUSPECT, PROSPECT, APPROACH, PROPOSAL, NEGOTIATION, CLOSURE, WON, LOST, DROPPED, ON_HOLD, ORDER
    • Closed statuses (excluded from active lead lists): WON, LOST, DROPPED, ORDER
  • LeadSource: WEBSITE, REFERRAL, WALKIN, CALL, EMAIL, ADVERTISEMENT
  • CustomerCategory: PROSPECT, ACTIVE, INACTIVE, LOST
  • DealStage: SUSPECT, PROSPECT, APPROACH, NEGOTIATION, CLOSURE, ONGOING
  • FollowUpType: CALL, EMAIL, MEETING, WHATSAPP, SITE_VISIT
  • TaskStatus: TODO, IN_PROGRESS, COMPLETED, CANCELLED · TaskPriority: LOW, MEDIUM, HIGH, URGENT
  • QuotationStatus: DRAFT, SENT, ACCEPTED, REJECTED, EXPIRED
  • OrderStatus: PENDING, CONFIRMED, FULFILLED, INVOICED, COMPLETED · PaymentStatus: PENDING, PARTIAL, COMPLETED
  • ActivityAction: CREATE, UPDATE, DELETE, VIEW, EXPORT, SEND_EMAIL
  • NotificationType: FOLLOW_UP_REMINDER, TASK_DUE, DEAL_UPDATED, LEAD_ASSIGNED, QUOTATION_APPROVED, ORDER_CONFIRMED, PAYMENT_RECEIVED, APPROVAL_REQUESTED, APPROVAL_APPROVED, APPROVAL_REJECTED, TASK_ASSIGNED, USER_INACTIVE
  • ApprovalType: LEAD_DELETE, LEAD_REOPEN, ORDER_DELETE, CUSTOMER_DELETE · ApprovalStatus: PENDING, APPROVED, REJECTED

6. lib/ — shared code

File Role
lib/prisma.ts The shared prisma singleton (global in dev to avoid hot-reload leaks). Use this everywhere.
lib/middleware/auth.ts withAuth(handler) — verifies Bearer JWT (JWT_SECRET, fallback 'dev-secret'), injects AuthUser {id,email,role,...}, and centrally catches thrown errors (err.status/err.message). requireRoles(roles)(handler) — 403 wrapper (available but most routes gate inline via user.role checks instead).
lib/roles.ts ADMIN_ROLES = [SUPER_ADMIN, ADMIN]; MANAGER_ROLES = [+SALES_MANAGER]; isAdmin(), isManagerOrAbove().
lib/errors.ts Typed errors with .status: ValidationError(400), NotFoundError(404), ForbiddenError(403), UnauthorizedError(401). Throw inside a withAuth handler to return that HTTP code.
lib/notify.ts createNotification(userId,type,title,msg,...) and notifyAdminsAndManagers(...) (fan-out to active admins/managers, optional exclude). Failures are swallowed + logged.
lib/mail.ts sendMail({to,subject,html,attachments}) (nodemailer; console no-op without SMTP). HTML builders buildWonEmail() / buildLostEmail() for lead-closure notifications.
lib/logger.ts File logger → logs/chat_YYYY-MM-DD.txt. logPrompt/Response/Data/Error/System.
lib/reports/calculator.ts reportCalculator singleton (ReportCalculator class, ~535 LOC) — computes personal / team / pipeline / appraisal analytics consumed by the reports routes.
lib/eorbitor-constants.ts Domain constants: SOLUTION_AREAS (Compute, Cloud, Networking, Cyber Security, Data Centre, Managed Services, VC, Specialization Zone, Accessories, Other) and OEM_LIST (~48 vendors).
lib/hooks/useCurrentUser.ts Client hook: reads token, fetches /api/auth/me, redirects to /login on failure.
lib/hooks/useRequireRole.ts Client hook: redirects to /dashboard if role not allowed (UI gate; not a security boundary).
lib/types/index.ts Shared TypeScript types.

7. API map (app/api/**/route.ts)

All routes (except auth/login) run through withAuth. Method list per route:

Auth & identity

  • POST /api/auth/login — bcrypt check, active check, issues JWT; also creates a TimeLog, auto-closes any stale prior-day session, and upserts today's DailyActivity (see route).
  • GET /api/auth/me — current user from token.

Leads

  • GET,POST /api/leads — list (role-scoped, rich filters: status/source/search/assignedTo/RFQ dates/followup dates/quote value) + create.
  • GET,PATCH,DELETE /api/leads/[id]
  • POST /api/leads/[id]/close — closure workflow (WON/LOST/DROPPED/ORDER); sends Won/Lost email + notifications.
  • POST /api/leads/[id]/followups — add follow-up to a lead.
  • GET /api/leads/closed — closed leads list.
  • GET /api/leads/won — won leads list.

Customers — GET,POST /api/customers · .../[id] (currently no handlers exported) · POST /api/customers/import (bulk).

Deals — GET,POST /api/deals · GET,PATCH,DELETE /api/deals/[id] · POST /api/deals/[id]/move (Kanban stage change).

Follow-ups — GET,POST /api/followups · GET,PATCH,DELETE /api/followups/[id].

Tasks — GET,POST /api/tasks (create notifies assignee) · GET,PATCH,DELETE /api/tasks/[id] · POST /api/tasks/[id]/complete.

Quotations — GET,POST /api/quotations · GET,PATCH,DELETE /api/quotations/[id] · POST /api/quotations/[id]/approve · POST /api/quotations/[id]/send.

Orders — GET,POST /api/orders · GET,PATCH,DELETE /api/orders/[id] · POST /api/orders/[id]/confirm · .../fulfill · .../payment.

Products — GET,POST /api/products · GET,PATCH,DELETE /api/products/[id].

Users — GET,POST /api/users · GET,PATCH,DELETE /api/users/[id] · POST /api/users/[id]/reassign (reassign a user's records) · GET /api/users/[id]/records.

Approvals — GET,POST /api/approval-requests (create notifies admins/managers) · PATCH /api/approval-requests/[id] (approve/reject; notifies requester).

Daily activity / attendance — GET,POST /api/daily-activity · GET /api/daily-activity/team · GET,POST,PATCH /api/daily-activity/unlock (unlock request + review) · GET,POST /api/time-tracking (login/logout sessions).

Announcements — GET,POST /api/announcements · GET,PATCH,DELETE /api/announcements/[id].

Notifications — GET /api/notifications · POST /api/notifications/[id]/read · POST /api/notifications/read-all.

Reports — GET /api/reports/personal · .../team · .../pipeline · .../recent · GET /api/reports/[id] (fetch cached). (Backed by reportCalculator.)

Dashboard — GET /api/dashboard — role-specific KPI payload.

Activity logs — GET,POST /api/activity-logs — the audit-trail read/write endpoint.

Cron — POST /api/cron/inactive-users — flags inactive users, notifies admins/managers (called by an external scheduler).

Health — app/api/health — liveness probe.

8. Frontend pages (app/(dashboard))

Each feature typically has page.tsx (list) plus new/page.tsx and [id]/page.tsx. Pages are client components that fetch the API directly with the localStorage token.

  • dashboard/ — role-routed: components/{AdminDashboard, ManagerDashboard, SalesExecDashboard, SupportDashboard}.tsx.
  • leads/, leads/new, leads/[id] · closed-leads/
  • customers/, customers/new, customers/[id]
  • followups/, followups/new, followups/[id]
  • orders/, orders/new, orders/[id]
  • products/, products/new, products/[id]
  • quotations/, quotations/new, quotations/[id]
  • tasks/, tasks/new, tasks/[id]
  • reports/, reports/[id]
  • daily-activity/ · attendance/ · approvals/ · announcements/ · users/

Shell: app/(dashboard)/layout.tsx — role-filtered sidebar (NAV_GROUPS), notification bell polling every 30s, JWT check, logout (posts a LOGOUT to /api/time-tracking). Only shared component: components/MultiSelectSearch.tsx.

9. Security & access-control model

  • JWT signed with JWT_SECRET (dev fallback 'dev-secret' — set a real secret in prod), 30-day expiry, stored in localStorage, sent as Authorization: Bearer.
  • Passwords bcrypt-hashed; login rejects inactive users.
  • Server-side RBAC is the real boundary. Two mechanisms:
    1. requireRoles([...]) wrapper (available in auth.ts).
    2. Inline user.role checks — the prevalent pattern in practice.
  • Role-based data scoping is enforced in the query, not just the UI. Canonical pattern (see app/api/leads/route.ts):
    • SALES_EXEC → only own records (assignedToId === user.id)
    • SALES_MANAGER → own + subordinates' (subordinates via User.managerId)
    • ADMIN / SUPER_ADMIN → everything Replicate this in any new endpoint returning user-owned data. Also gate filter overrides (e.g. assignedToId query param only honored for manager+).
  • Client role hooks (useRequireRole, nav filtering) are UX only — never rely on them for authorization.
  • Governance: destructive actions (lead/order/customer delete, lead reopen) route through ApprovalRequest + ActivityLog, not silent deletes. Prefer soft delete (deletedAt).

10. Configuration (.env.local)

~120 keys (template in .env.local.example). Load-bearing ones: DATABASE_URL, JWT_SECRET, PORT, SMTP_* (email), DEFAULT_TAX_RATE (18), CURRENCY_SYMBOL (₹), TIMEZONE/LOCALE (India), PAGINATION_*, BACKUP_*. Many FEATURE_* / SOCKET_IO_* flags exist for capabilities not all wired (cloud export, public API, socket.io, calendar) — treat unflagged features as off.

11. Conventions when working here

  1. After editing schema.prisma: npm run prisma:generate, then npm run db:push to apply.
  2. New API route: wrap in withAuth; use the prisma singleton; apply the §9 role-scoping pattern; throw typed errors from lib/errors.ts for non-500s.
  3. Respect soft delete (deletedAt: null filters) and write audit/notify where siblings do (ActivityLog, createNotification/notifyAdminsAndManagers).
  4. Money: Prisma Decimal — coerce with Number(...); format toLocaleString('en-IN') with ₹.
  5. Match existing style — no shared component library beyond MultiSelectSearch; pages fetch APIs client-side with the token.
  6. Don't trust README/PROJECT_SPEC for current behavior — verify against schema/routes.
  7. Git: only commit or push when explicitly asked; branch off main first if needed.