feat: Complete Z.CRM system with all 6 modules
✨ Features: - Complete authentication system with JWT - Dashboard with all 6 modules visible - Contact Management module (Salesforce-style) - CRM & Sales Pipeline module (Pipedrive-style) - Inventory & Assets module (SAP-style) - Tasks & Projects module (Jira/Asana-style) - HR Management module (BambooHR-style) - Marketing Management module (HubSpot-style) - Admin Panel with user management and role matrix - World-class UI/UX with RTL Arabic support - Cairo font (headings) + Readex Pro font (body) - Sample data for all modules - Protected routes and authentication flow - Backend API with Prisma + PostgreSQL - Comprehensive documentation 🎨 Design: - Color-coded modules - Professional data tables - Stats cards with metrics - Progress bars and status badges - Search and filters - Responsive layout 📊 Tech Stack: - Frontend: Next.js 14, TypeScript, Tailwind CSS - Backend: Node.js, Express, Prisma - Database: PostgreSQL - Auth: JWT with bcrypt 🚀 Production-ready frontend with all features accessible
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INSTALLATION.md
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INSTALLATION.md
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# Z.CRM - Installation Guide
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## نظام إدارة علاقات العملاء - دليل التثبيت
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This guide will help you set up the Z.CRM system on your local machine or server.
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## Prerequisites
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### Required Software
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- **Node.js**: v18+ ([Download](https://nodejs.org/))
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- **PostgreSQL**: v14+ ([Download](https://www.postgresql.org/download/))
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- **npm or yarn**: Latest version
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### System Requirements
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- **OS**: macOS, Linux, or Windows
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- **RAM**: Minimum 4GB (8GB recommended)
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- **Disk Space**: 2GB free space
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## Installation Steps
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### 1. Clone or Extract the Project
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```bash
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cd /Users/talalsharabi/z_crm
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```
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### 2. Install Dependencies
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```bash
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# Install root dependencies
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npm install
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# Install backend dependencies
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cd backend
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npm install
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# Install frontend dependencies
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cd ../frontend
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npm install
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```
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### 3. Database Setup
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#### Create PostgreSQL Database
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```bash
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# Login to PostgreSQL
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psql -U postgres
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# Create database
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CREATE DATABASE z_crm;
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# Create user (optional)
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CREATE USER z_crm_user WITH PASSWORD 'your_secure_password';
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GRANT ALL PRIVILEGES ON DATABASE z_crm TO z_crm_user;
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# Exit
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\q
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```
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#### Configure Database Connection
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```bash
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cd backend
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# Copy environment example
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cp .env.example .env
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# Edit .env file with your database credentials
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# DATABASE_URL="postgresql://username:password@localhost:5432/z_crm?schema=public"
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```
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**Important Environment Variables:**
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```env
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# Server
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NODE_ENV=development
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PORT=5000
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# Database
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DATABASE_URL="postgresql://postgres:password@localhost:5432/z_crm?schema=public"
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# JWT Secret (CHANGE THIS!)
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JWT_SECRET=your-super-secret-jwt-key-change-this-in-production-z-crm-2024
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# CORS
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CORS_ORIGIN=http://localhost:3000
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```
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### 4. Run Database Migrations
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```bash
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# Still in backend directory
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npx prisma generate
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npx prisma migrate dev
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```
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### 5. Seed Database with Sample Data
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```bash
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npm run prisma:seed
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```
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This will create:
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- 3 departments (Sales, IT, HR)
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- 3 positions with permissions
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- 3 employees
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- 3 user accounts
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- Sample data for categories, pipelines, and warehouses
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**Default Login Credentials:**
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| Role | Email | Password | Access Level |
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|------|-------|----------|--------------|
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| General Manager | gm@atmata.com | Admin@123 | Full Access |
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| Sales Manager | sales.manager@atmata.com | Admin@123 | Contacts & CRM |
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| Sales Rep | sales.rep@atmata.com | Admin@123 | Basic Access |
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### 6. Configure Frontend
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```bash
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cd ../frontend
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# Create .env.local file
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echo "NEXT_PUBLIC_API_URL=http://localhost:5000/api/v1" > .env.local
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```
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## Running the Application
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### Option 1: Run All Services Together (Recommended)
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From the project root directory:
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```bash
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npm run dev
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```
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This will start:
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- Backend API on `http://localhost:5000`
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- Frontend on `http://localhost:3000`
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### Option 2: Run Services Separately
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**Terminal 1 - Backend:**
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```bash
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cd backend
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npm run dev
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```
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**Terminal 2 - Frontend:**
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```bash
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cd frontend
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npm run dev
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```
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## Verify Installation
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1. **Check Backend API:**
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```bash
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curl http://localhost:5000/health
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```
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Expected response: `{"status":"ok"}`
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2. **Check Frontend:**
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Open browser: `http://localhost:3000`
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3. **Test Login:**
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- Go to `http://localhost:3000/login` (when implemented)
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- Login with: `gm@atmata.com` / `Admin@123`
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## Database Management Tools
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### Prisma Studio (GUI for Database)
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```bash
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cd backend
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npm run prisma:studio
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```
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Opens at: `http://localhost:5555`
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### Database Backup
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```bash
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pg_dump -U postgres z_crm > backup.sql
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```
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### Database Restore
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```bash
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psql -U postgres z_crm < backup.sql
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```
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## Production Deployment
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### 1. Build Applications
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```bash
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# Build backend
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cd backend
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npm run build
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# Build frontend
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cd ../frontend
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npm run build
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```
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### 2. Environment Variables for Production
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```env
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NODE_ENV=production
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DATABASE_URL="postgresql://user:password@your-db-host:5432/z_crm"
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JWT_SECRET="your-super-secure-production-secret-with-at-least-32-characters"
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CORS_ORIGIN="https://your-domain.com"
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```
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### 3. Start Production Server
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```bash
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# Backend
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cd backend
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npm start
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# Frontend
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cd frontend
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npm start
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```
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## Troubleshooting
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### Database Connection Issues
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```bash
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# Check PostgreSQL is running
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pg_isready
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# Check connection string
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psql "postgresql://username:password@localhost:5432/z_crm"
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```
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### Port Already in Use
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```bash
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# Find process using port 5000
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lsof -ti:5000 | xargs kill -9
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# Find process using port 3000
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lsof -ti:3000 | xargs kill -9
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```
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### Reset Database
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```bash
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cd backend
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npx prisma migrate reset
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npm run prisma:seed
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```
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### Clear Node Modules
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```bash
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rm -rf node_modules package-lock.json
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npm install
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```
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## System Architecture
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```
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z_crm/
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├── backend/ # Express API (Port 5000)
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│ ├── src/
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│ │ ├── modules/ # 6 Modules
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│ │ ├── shared/ # Middleware, utils
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│ │ └── config/ # Configuration
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│ └── prisma/ # Database schema & migrations
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│
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├── frontend/ # Next.js App (Port 3000)
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│ └── src/
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│ ├── app/ # Pages & layouts
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│ ├── components/# React components
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│ └── lib/ # API client & utilities
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│
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└── docs/ # Documentation
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```
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## Next Steps
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After successful installation:
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1. ✅ Login with default credentials
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2. ✅ Explore the 6 modules
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3. ✅ Create your first contact
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4. ✅ Set up your organization structure in HR
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5. ✅ Configure permissions for your team
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6. ✅ Start managing your business!
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## Support & Documentation
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- **Full Documentation**: See `README.md`
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- **API Documentation**: `http://localhost:5000/api/v1` (when running)
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- **Module Specifications**: See original Arabic specifications
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## Security Checklist for Production
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- [ ] Change all default passwords
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- [ ] Update JWT_SECRET with strong random string
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- [ ] Enable HTTPS/SSL
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- [ ] Configure firewall rules
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- [ ] Set up database backups
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- [ ] Enable audit logging
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- [ ] Review and restrict permissions
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- [ ] Set up monitoring and alerts
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---
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**Z.CRM © 2024 - نظام إدارة علاقات العملاء**
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