SYJ Calling CRM

A lightweight, mobile-first CRM for tracking leads and calls.

Built by SAYANJALI NEXUS PRIVATE LIMITED for internal sales and marketing teams across its business verticals — with a clear path toward AI-assisted follow-up automation.

Runs identically on Android (Termux), Linux, and Windows.

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Status

v0.1.0 — MVP Foundation. Authentication, database schema, and a working dashboard are live and functional. Lead management, call logging, click-to-call, and AI features are the focus of the next release — see Roadmap: v0.2.0 below.

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What's included today

Area	Status
JWT authentication (register / login / me), ADMIN / CALLER roles	✅
First registered user auto-promoted to ADMIN	✅
SQLite database via Prisma ORM (portable to PostgreSQL/MySQL later)	✅
Data model: Users, Leads, Business Verticals, Call Logs, Activity timeline	✅
Seed script: default admin + 10 business verticals	✅
Mobile-first responsive dashboard (Next.js App Router + Tailwind CSS)	✅
Dashboard summary API backed by real database counts	✅
Security: Helmet, CORS, rate limiting, Zod input validation	✅
Layered backend architecture (routes → controllers → services → repositories)	✅
VoiceProvider / AIProvider interfaces reserved — no vendor lock-in	✅
Blockchain module boundary reserved for future SYJ Token integration	✅
Jest + Supertest test scaffold, passing health-check test	✅
ESLint-configured on both apps	✅
Verified on Android Termux (via Ubuntu/proot-distro), Linux, and Windows	✅

Lead management, contact import, click-to-call, call outcome logging, and AI call summaries are not yet implemented — they're the subject of the v0.2.0 roadmap below.

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Project structure

SYJ-Calling-CRM/
├── backend/                   # Node.js + Express + TypeScript + Prisma API
│   ├── prisma/
│   │   ├── schema.prisma      # Database schema (SQLite)
│   │   └── seed.ts            # Default admin + business verticals
│   └── src/
│       ├── config/            # env, Prisma client
│       ├── controllers/       # HTTP layer
│       ├── routes/            # Express routers
│       ├── middleware/        # auth, validation, error handling
│       ├── services/          # business logic
│       ├── repositories/      # data access layer
│       ├── providers/         # voice / AI / blockchain abstraction interfaces
│       ├── validators/        # Zod schemas
│       ├── types/             # shared TS types (Role, LeadStatus, CallOutcome)
│       ├── utils/             # ApiError, asyncHandler, JWT helpers
│       └── __tests__/         # Jest + Supertest
├── frontend/                  # Next.js 14 (App Router) + TypeScript + Tailwind
│   └── src/
│       ├── app/                # login, dashboard, providers, layout
│       ├── components/         # Button, Card, TextField
│       ├── hooks/               # useRequireAuth, useDashboardSummary
│       ├── lib/                 # Axios client, auth storage, Zod validators
│       └── config/               # env
├── docs/                        # Architecture, API, database, setup guides
├── setup.sh                     # Linux / Android Termux setup
├── setup.ps1                    # Windows PowerShell setup
├── setup.bat                    # Windows CMD setup
└── CHANGELOG.md

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Requirements

• Node.js LTS (18.x or 20.x recommended) — check with node -v
• npm (bundled with Node.js)
• Git
• Internet access on first install (npm packages, plus Prisma's engine binaries, fetched automatically by db:generate / db:push)

On Android, install Termux from F-Droid (not the outdated Play Store build), then:

pkg update && pkg install nodejs-lts git -y

Termux note: Prisma's native engine binaries are built for glibc-based Linux and are not compatible with Android's Bionic libc. Run the backend from inside proot-distro (Ubuntu) rather than native Termux — see docs/TERMUX.md for the full setup. The frontend has no such dependency and runs fine in native Termux.

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Quick start

1. Clone and run the setup script

Linux / Android Termux (inside proot-distro Ubuntu for the backend):

git clone <your-repo-url> SYJ-Calling-CRM
cd SYJ-Calling-CRM
./setup.sh

Windows PowerShell:

git clone <your-repo-url> SYJ-Calling-CRM
cd SYJ-Calling-CRM
.\setup.ps1

Windows CMD:

git clone <your-repo-url> SYJ-Calling-CRM
cd SYJ-Calling-CRM
setup.bat

The script installs both apps' dependencies, generates the Prisma client, creates the SQLite database, and seeds a default admin account.

2. Run the backend

cd backend
npm run dev

API: http://localhost:4000 · Health check: http://localhost:4000/api/health

3. Run the frontend (separate terminal)

cd frontend
npm run dev

App: http://localhost:3000

4. Sign in

Field	Value
Email	admin@sayanjalinexus.com
Password	ChangeMe123!

⚠️ Change this password immediately. There is no "change password" UI yet in this release — update it via the API or database directly.

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Common commands

Backend (/backend)

Command	Purpose
npm run dev	Start API with hot reload
npm run build	Compile TypeScript to dist/
npm start	Run the compiled build
npm run lint	ESLint check
npm test	Run the Jest test suite
npm run db:generate	Regenerate the Prisma client
npm run db:push	Sync schema to the SQLite database
npm run db:migrate	Create a versioned migration
npm run db:seed	Re-run the seed script
npm run db:reset	Drop and recreate the database (destructive)

Frontend (/frontend)

Command	Purpose
npm run dev	Start the Next.js dev server
npm run build	Production build
npm start	Run the production build
npm run lint	ESLint check

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Environment variables

Copy .env.example → .env (backend) and .env.example → .env.local (frontend) — the setup scripts do this automatically. See each file for the full list. Real .env files are git-ignored and should never be committed.

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Troubleshooting

db:generate / db:push fails to download the engine binary Prisma fetches a small native engine binary from binaries.prisma.sh on first run. If you're behind a restrictive firewall or proxy, allow that domain, or see Prisma's docs on PRISMA_ENGINES_MIRROR. This requires standard internet access and is unrelated to your Node/npm setup.

Android Termux: Could not parse schema engine response Prisma's binaries aren't compatible with Termux's Bionic libc. Run the backend from inside proot-distro Ubuntu instead — see docs/TERMUX.md.

Termux: npm install fails building a native module

pkg install build-essential python -y

then retry npm install.

Port already in use Change PORT in backend/.env, and NEXT_PUBLIC_API_BASE_URL in frontend/.env.local, to match.

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Roadmap: v0.2.0

The next phase focuses on making this a genuinely usable CRM, not just a foundation. Planned scope:

Lead management

• Add, edit, and delete leads
• Search and filter across all lead fields
• CSV / XLSX import — upload lead lists in bulk
• Duplicate detection on import
• Field-level validation on import and manual entry

Call logging

• Outcome capture: Interested, Follow-up, Not Interested, Busy, Wrong Number
• Free-text notes attached to each call
• Full call history per lead

Business verticals

• Assign every lead to a SAYANJALI NEXUS business vertical
• Vertical-level filtering and reporting

Click-to-call

• Twilio integration behind the existing VoiceProvider interface
• Call history synced with lead timelines

AI features

• Local, open-source AI only — no OpenAI or other closed-source cloud APIs
• Providers: Ollama, DeepSeek, Qwen
• Locally generated call summaries
• Suggested follow-up messages based on call outcome and notes

See docs/ROADMAP.md for the complete phased plan, including later phases (AI agent automation, autonomous follow-up, SYJ Token integration).

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Documentation

Doc	Covers
docs/ARCHITECTURE.md	System design and layering
docs/API.md	REST API reference
docs/DATABASE.md	Schema and Prisma commands
docs/SETUP.md	Manual setup (no scripts)
docs/TERMUX.md	Android / Termux + proot-distro notes
docs/LINUX.md	Linux-specific notes
docs/WINDOWS.md	Windows-specific notes
docs/ROADMAP.md	Full phased delivery plan
docs/SECURITY.md	Security posture and responsibilities
docs/CONTRIBUTING.md	Contribution guidelines

License

MIT — see LICENSE.

Contributing

Maintained under SAYANJALI NEXUS PRIVATE LIMITED. See docs/CONTRIBUTING.md for guidelines before opening a pull request.