docs: update README to reflect current codebase state #1

- Added LLM Service Node as 4th main component
- Updated features section with AI/LLM capabilities and detailed CRM features
- Corrected dependency list with all required system libraries
- Removed references to non-existent scripts directory
- Updated build instructions with correct commands
- Added LLM service configuration and endpoints
- Updated project structure to include llm/, config/, deploy/, tests/
- Added Groups & Memberships, Pages, and LLM API endpoint sections
- Corrected systemd service file references
- Updated WebUI tech stack to React 19
- Added comprehensive LLM API documentation

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>

README.md

@@ -4,31 +4,44 @@ A flexible, schema-driven CRM foundation built with C++20 and React.
 
 ## Overview
 
-SmartBotic CRM consists of three main components:
+SmartBotic CRM consists of four main components:
 
 1. **Database Node**: An in-memory document database with gRPC interface, supporting collections, JSON documents with metadata, relations, encryption, TTL, and persistent snapshots.
 
 2. **Web Server Node**: A REST API server with WebSocket support that communicates with the database via gRPC, handling authentication (JWT + API keys), workspace/user management, and real-time updates.
 
-3. **Web UI**: A React + TypeScript + Vite + TailwindCSS admin dashboard for managing workspaces, users, collections, and schema-defined views.
+3. **LLM Service Node**: A gRPC service providing AI capabilities with support for multiple LLM providers (OpenAI, Anthropic), session management, and tool execution.
+
+4. **Web UI**: A React 19 + TypeScript + Vite + TailwindCSS admin dashboard for managing workspaces, users, collections, and schema-defined views.
 
 ## Features
 
-- Multi-tenant workspace support
+### Core CRM Features
+- Multi-tenant workspace support with groups and memberships
 - JWT and API key authentication
 - Schema-driven dynamic forms and views
+- Custom pages with markdown support
 - Real-time updates via WebSocket
 - Field-level encryption support
 - Persistent snapshots for data durability
-- Role-based access control
+- Role-based access control with permissions
+- Document collections with flexible schemas
+
+### AI/LLM Integration
+- Multi-provider LLM support (OpenAI, Anthropic)
+- Session-based conversation management
+- Streaming and non-streaming message support
+- BYOK (Bring Your Own Key) workspace configuration
+- Provider health monitoring
+- Tool/function calling support
 
 ## Requirements
 
 - GCC 11+ or Clang 14+ (C++20 support)
-- CMake 3.20+
+- CMake 3.22+
 - Ninja build system
 - Node.js 18+ with pnpm
-- libwebsockets development package
+- System libraries (see below)
 
 ### Installing Dependencies (Ubuntu/Debian)
 
@@ -36,8 +49,10 @@ SmartBotic CRM consists of three main components:
 # Build tools
 sudo apt install cmake ninja-build build-essential pkg-config
 
-# libwebsockets
-sudo apt install libwebsockets-dev
+# System libraries
+sudo apt install libspdlog-dev nlohmann-json3-dev \
+                 libgrpc++-dev libprotobuf-dev protobuf-compiler-grpc \
+                 libwebsockets-dev libssl-dev
 
 # Node.js (via nvm recommended)
 curl -o- https://raw.githubusercontent.com/nvm-sh/nvm/v0.39.0/install.sh | bash
@@ -45,34 +60,52 @@ nvm install 18
 npm install -g pnpm
 ```
 
+**Note**: cpp-httplib and jwt-cpp are automatically fetched via CMake FetchContent.
+
 ## Quick Start
 
-### 1. Setup and Build
+### 1. Build the Project
 
 ```bash
 # Clone the repository
-git clone https://github.com/smartbotic/smartbotic-crm.git
+git clone https://github.com/fszontagh/smartbotic-crm.git
 cd smartbotic-crm
 
-# Run setup script
-./scripts/setup.sh
+# Configure and build C++ components
+cmake --preset release
+cmake --build build -j$(nproc)
+
+# Build WebUI
+cd webui
+pnpm install
+pnpm build
+cd ..
 ```
 
 ### 2. Start Services
 
-Open three terminal windows:
+Open four terminal windows:
 
 **Terminal 1 - Database:**
 ```bash
-./scripts/run-db.sh
+./build/database/smartbotic-crm-database --data-dir ./data
 ```
 
-**Terminal 2 - Webserver:**
+**Terminal 2 - LLM Service (optional):**
 ```bash
-./scripts/run-server.sh
+./build/llm/smartbotic-crm-llm
 ```
 
-**Terminal 3 - WebUI Development:**
+**Terminal 3 - Webserver:**
+```bash
+# Set required environment variables
+export SMARTBOTIC_SERVER_JWT_SECRET=your-secret-key-change-in-production
+export SMARTBOTIC_SERVER_STATIC_PATH=./webui/dist
+
+./build/webserver/smartbotic-crm-webserver
+```
+
+**Terminal 4 - WebUI Development (optional, for development):**
 ```bash
 cd webui
 pnpm dev
@@ -90,13 +123,14 @@ curl -X POST http://localhost:18080/api/bootstrap \
 
 ### 4. Access the Application
 
-- **WebUI**: http://localhost:3200
-- **API**: http://localhost:18080
+- **WebUI (production build)**: http://localhost:18080
+- **WebUI (development)**: http://localhost:3200
+- **API**: http://localhost:18080/api
 - **WebSocket**: ws://localhost:18081/ws
 
 ## Development with Systemd User Services
 
-For persistent local testing, use systemd user services instead of terminal scripts.
+For persistent local testing, use systemd user services. Example service files are available in the `systemd/` directory.
 
 ### Setup User Services
 
@@ -105,67 +139,40 @@ For persistent local testing, use systemd user services instead of terminal scri
 mkdir -p ~/.config/systemd/user ~/.config/smartbotic-crm ~/.local/share/smartbotic-crm
 ```
 
-2. Copy and customize the service files:
+2. Copy and customize the service files (adjust paths to match your setup):
 ```bash
-# Database service
-cat > ~/.config/systemd/user/smartbotic-crm-database.service << 'EOF'
-[Unit]
-Description=SmartBotic CRM Database (Development)
-
-[Service]
-Type=simple
-WorkingDirectory=/data/smartbotic-crm
-ExecStart=/data/smartbotic-crm/build/database/smartbotic-crm-database --data-dir %h/.local/share/smartbotic-crm
-Restart=on-failure
-Environment="SMARTBOTIC_DB_PORT=50151"
-
-[Install]
-WantedBy=default.target
-EOF
+# Copy service files
+cp systemd/*.service ~/.config/systemd/user/
 
-# Webserver service
-cat > ~/.config/systemd/user/smartbotic-crm-webserver.service << 'EOF'
-[Unit]
-Description=SmartBotic CRM Webserver (Development)
-After=smartbotic-crm-database.service
-Requires=smartbotic-crm-database.service
-
-[Service]
-Type=simple
-WorkingDirectory=/data/smartbotic-crm
-ExecStart=/data/smartbotic-crm/build/webserver/smartbotic-crm-webserver
-EnvironmentFile=%h/.config/smartbotic-crm/server.env
-Restart=on-failure
-
-[Install]
-WantedBy=default.target
-EOF
+# Edit the WorkingDirectory and ExecStart paths in each service file
+nano ~/.config/systemd/user/smartbotic-db.service
 ```
 
 3. Create the config file:
 ```bash
 cat > ~/.config/smartbotic-crm/server.env << 'EOF'
 SMARTBOTIC_SERVER_JWT_SECRET=dev-testing-secret-change-in-production
-SMARTBOTIC_SERVER_STATIC_PATH=/data/smartbotic-crm/webui/dist
+SMARTBOTIC_SERVER_STATIC_PATH=/path/to/smartbotic-crm/webui/dist
+SMARTBOTIC_SERVER_LLM_ADDRESS=localhost:50052
 EOF
 ```
 
 4. Enable and start services:
 ```bash
 systemctl --user daemon-reload
-systemctl --user enable smartbotic-crm-database smartbotic-crm-webserver
-systemctl --user start smartbotic-crm-database smartbotic-crm-webserver
+systemctl --user enable smartbotic-db
+systemctl --user start smartbotic-db
+# Add other services as needed
 ```
 
 5. Check status:
 ```bash
-systemctl --user status smartbotic-crm-database smartbotic-crm-webserver
+systemctl --user status smartbotic-db
 ```
 
 6. View logs:
 ```bash
-journalctl --user -u smartbotic-crm-database -f
-journalctl --user -u smartbotic-crm-webserver -f
+journalctl --user -u smartbotic-db -f
 ```
 
 ### Data Locations (User Services)
@@ -184,13 +191,18 @@ smartbotic-crm/
 ├── webserver/          # Webserver node (C++)
 │   ├── include/        # Header files
 │   └── src/            # Source files
+├── llm/                # LLM service node (C++)
+│   ├── include/        # Header files
+│   └── src/            # Source files
 ├── webui/              # Web UI (React)
 │   ├── src/            # React components
 │   └── dist/           # Built static files
 ├── proto/              # Protocol Buffer definitions
-├── common/             # Shared utilities
-├── scripts/            # Utility scripts
+├── common/             # Shared C++ utilities
+├── config/             # Configuration files
+├── deploy/             # Deployment configurations
 ├── systemd/            # Systemd service files
+├── tests/              # Test files
 ├── build/              # CMake build output
 └── data/               # Runtime data directory
 ```
@@ -201,7 +213,9 @@ smartbotic-crm/
 
 Environment variables:
 - `SMARTBOTIC_DB_PORT` - gRPC port (default: 50151)
-- `SMARTBOTIC_DB_DATA_DIR` - Data directory path
+
+Command line options:
+- `--data-dir` - Data directory path for snapshots
 
 ### Webserver Node
 
@@ -210,15 +224,29 @@ Environment variables:
 - `SMARTBOTIC_SERVER_WS_PORT` - WebSocket port (default: 18081)
 - `SMARTBOTIC_SERVER_DATABASE_HOST` - Database host (default: localhost)
 - `SMARTBOTIC_SERVER_DATABASE_PORT` - Database port (default: 50151)
-- `SMARTBOTIC_SERVER_JWT_SECRET` - JWT signing secret
-- `SMARTBOTIC_SERVER_STATIC_PATH` - Static files directory
+- `SMARTBOTIC_SERVER_LLM_ADDRESS` - LLM service address (default: localhost:50052)
+- `SMARTBOTIC_SERVER_JWT_SECRET` - JWT signing secret (required)
+- `SMARTBOTIC_SERVER_STATIC_PATH` - Static files directory (required)
+
+### LLM Service Node
+
+Environment variables:
+- `SMARTBOTIC_LLM_PORT` - gRPC port (default: 50052)
+- `SMARTBOTIC_LLM_DATABASE_HOST` - Database host (default: localhost)
+- `SMARTBOTIC_LLM_DATABASE_PORT` - Database port (default: 50151)
 
 ## API Endpoints
 
+### System
+- `GET /api/health` - Health check
+- `GET /api/version` - Version information
+- `POST /api/bootstrap` - Create first admin user
+
 ### Authentication
 - `POST /api/auth/login` - Login with email/password
 - `POST /api/auth/refresh` - Refresh access token
 - `POST /api/auth/logout` - Logout
+- `GET /api/auth/me` - Get current user info
 
 ### Users
 - `POST /api/users` - Create user (superadmin)
@@ -226,6 +254,9 @@ Environment variables:
 - `GET /api/users/:id` - Get user
 - `PATCH /api/users/:id` - Update user
 - `DELETE /api/users/:id` - Delete user
+- `POST /api/users/:id/api-keys` - Create API key
+- `GET /api/users/:id/api-keys` - List API keys
+- `DELETE /api/users/:id/api-keys/:keyId` - Revoke API key
 
 ### Workspaces
 - `POST /api/workspaces` - Create workspace
@@ -234,6 +265,18 @@ Environment variables:
 - `PATCH /api/workspaces/:id` - Update workspace
 - `DELETE /api/workspaces/:id` - Delete workspace
 
+### Groups & Memberships
+- `POST /api/workspaces/:wid/groups` - Create group
+- `GET /api/workspaces/:wid/groups` - List groups
+- `GET /api/workspaces/:wid/groups/:id` - Get group
+- `PATCH /api/workspaces/:wid/groups/:id` - Update group
+- `DELETE /api/workspaces/:wid/groups/:id` - Delete group
+- `POST /api/workspaces/:wid/members` - Add member
+- `GET /api/workspaces/:wid/members` - List members
+- `GET /api/workspaces/:wid/members/:userId` - Get member
+- `PUT /api/workspaces/:wid/members/:userId` - Update member groups
+- `DELETE /api/workspaces/:wid/members/:userId` - Remove member
+
 ### Collections
 - `POST /api/workspaces/:wid/collections` - Create collection
 - `GET /api/workspaces/:wid/collections` - List collections
@@ -246,6 +289,7 @@ Environment variables:
 - `GET /api/workspaces/:wid/collections/:name/documents` - List documents
 - `GET /api/workspaces/:wid/collections/:name/documents/:id` - Get document
 - `PUT /api/workspaces/:wid/collections/:name/documents/:id` - Update document
+- `PATCH /api/workspaces/:wid/collections/:name/documents/:id` - Partial update
 - `DELETE /api/workspaces/:wid/collections/:name/documents/:id` - Delete document
 
 ### Views
@@ -255,6 +299,36 @@ Environment variables:
 - `PATCH /api/workspaces/:wid/views/:id` - Update view
 - `DELETE /api/workspaces/:wid/views/:id` - Delete view
 
+### Pages
+- `POST /api/workspaces/:wid/pages` - Create page
+- `GET /api/workspaces/:wid/pages` - List pages
+- `GET /api/workspaces/:wid/pages/sidebar` - List sidebar pages
+- `GET /api/workspaces/:wid/pages/slug/:slug` - Get page by slug
+- `GET /api/workspaces/:wid/pages/:id` - Get page
+- `PATCH /api/workspaces/:wid/pages/:id` - Update page
+- `PATCH /api/workspaces/:wid/pages/:id/share` - Update page sharing
+- `DELETE /api/workspaces/:wid/pages/:id` - Delete page
+
+### LLM (AI Features)
+- `POST /api/llm/sessions` - Create LLM session
+- `GET /api/llm/sessions` - List sessions
+- `GET /api/llm/sessions/:id` - Get session
+- `DELETE /api/llm/sessions/:id` - Delete session
+- `POST /api/llm/sessions/:id/messages` - Send message
+- `POST /api/llm/sessions/:id/stream` - Stream message
+- `POST /api/llm/sessions/:id/clear` - Clear messages
+- `GET /api/llm/providers` - List providers
+- `GET /api/llm/models` - List models
+- `POST /api/llm/models/refresh` - Refresh models
+- `GET /api/llm/providers/:id/health` - Provider health
+- `GET /api/llm/admin/providers` - Admin: List providers
+- `POST /api/llm/admin/providers` - Admin: Create provider
+- `PUT /api/llm/admin/providers/:id` - Admin: Update provider
+- `DELETE /api/llm/admin/providers/:id` - Admin: Delete provider
+- `PUT /api/llm/workspaces/:wid/key` - Set workspace LLM key (BYOK)
+- `GET /api/llm/workspaces/:wid/key` - Get workspace LLM key
+- `DELETE /api/llm/workspaces/:wid/key` - Delete workspace LLM key
+
 ## WebSocket Protocol
 
 Connect to `ws://localhost:18081/ws` and authenticate:
@@ -313,22 +387,42 @@ pnpm lint
 
 ### Using Systemd
 
-Copy the service files and customize:
+Copy the service files from the `deploy/` directory and customize for your environment:
 
 ```bash
-sudo cp systemd/*.service /etc/systemd/system/
+# Copy service files
+sudo cp deploy/*.service /etc/systemd/system/
+
+# Edit service files to match your installation paths
+sudo nano /etc/systemd/system/smartbotic-db.service
+
+# Reload systemd
 sudo systemctl daemon-reload
-sudo systemctl enable smartbotic-database smartbotic-webserver
-sudo systemctl start smartbotic-database smartbotic-webserver
+
+# Enable services
+sudo systemctl enable smartbotic-db
+# Enable other services as needed
+
+# Start services
+sudo systemctl start smartbotic-db
 ```
 
 ### Environment Variables
 
-Create `/etc/smartbotic/server.env`:
+Create configuration files in `/etc/smartbotic/`:
 
+**Database**: Generally uses command-line arguments for data directory
+**Webserver** (`/etc/smartbotic/webserver.env`):
 ```bash
-SMARTBOTIC_SERVER_JWT_SECRET=your-secure-secret-key
+SMARTBOTIC_SERVER_JWT_SECRET=your-secure-secret-key-min-32-chars
 SMARTBOTIC_SERVER_STATIC_PATH=/opt/smartbotic-crm/webui/dist
+SMARTBOTIC_SERVER_LLM_ADDRESS=localhost:50052
+```
+
+**LLM Service** (`/etc/smartbotic/llm.env`):
+```bash
+SMARTBOTIC_LLM_DATABASE_HOST=localhost
+SMARTBOTIC_LLM_DATABASE_PORT=50151
 ```
 
 ## License