# SmartBotic CRM

A flexible, schema-driven CRM foundation built with C++20 and React.

## Overview

SmartBotic CRM consists of three 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.

## Features

- Multi-tenant workspace support
- JWT and API key authentication
- Schema-driven dynamic forms and views
- Real-time updates via WebSocket
- Field-level encryption support
- Persistent snapshots for data durability
- Role-based access control

## Requirements

- GCC 11+ or Clang 14+ (C++20 support)
- CMake 3.20+
- Ninja build system
- Node.js 18+ with pnpm
- libwebsockets development package

### Installing Dependencies (Ubuntu/Debian)

```bash
# Build tools
sudo apt install cmake ninja-build build-essential pkg-config

# libwebsockets
sudo apt install libwebsockets-dev

# Node.js (via nvm recommended)
curl -o- https://raw.githubusercontent.com/nvm-sh/nvm/v0.39.0/install.sh | bash
nvm install 18
npm install -g pnpm
```

## Quick Start

### 1. Setup and Build

```bash
# Clone the repository
git clone https://github.com/smartbotic/smartbotic-crm.git
cd smartbotic-crm

# Run setup script
./scripts/setup.sh
```

### 2. Start Services

Open three terminal windows:

**Terminal 1 - Database:**
```bash
./scripts/run-db.sh
```

**Terminal 2 - Webserver:**
```bash
./scripts/run-server.sh
```

**Terminal 3 - WebUI Development:**
```bash
cd webui
pnpm dev
```

### 3. Bootstrap the System

On first run, create the admin user:

```bash
curl -X POST http://localhost:18080/api/bootstrap \
  -H "Content-Type: application/json" \
  -d '{"email": "admin@example.com", "password": "your-password", "name": "Admin"}'
```

### 4. Access the Application

- **WebUI**: http://localhost:3200
- **API**: http://localhost:18080
- **WebSocket**: ws://localhost:18081/ws

## Development with Systemd User Services

For persistent local testing, use systemd user services instead of terminal scripts.

### Setup User Services

1. Create the config directory:
```bash
mkdir -p ~/.config/systemd/user ~/.config/smartbotic-crm ~/.local/share/smartbotic-crm
```

2. Copy and customize the service files:
```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

# 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
```

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
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
```

5. Check status:
```bash
systemctl --user status smartbotic-crm-database smartbotic-crm-webserver
```

6. View logs:
```bash
journalctl --user -u smartbotic-crm-database -f
journalctl --user -u smartbotic-crm-webserver -f
```

### Data Locations (User Services)

- **Config**: `~/.config/smartbotic-crm/`
- **Data**: `~/.local/share/smartbotic-crm/`
- **Logs**: `journalctl --user`

## Project Structure

```
smartbotic-crm/
├── database/           # Database node (C++)
│   ├── include/        # Header files
│   └── src/            # Source files
├── webserver/          # Webserver 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
├── systemd/            # Systemd service files
├── build/              # CMake build output
└── data/               # Runtime data directory
```

## Configuration

### Database Node

Environment variables:
- `SMARTBOTIC_DB_PORT` - gRPC port (default: 50151)
- `SMARTBOTIC_DB_DATA_DIR` - Data directory path

### Webserver Node

Environment variables:
- `SMARTBOTIC_SERVER_HTTP_PORT` - HTTP port (default: 18080)
- `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

## API Endpoints

### Authentication
- `POST /api/auth/login` - Login with email/password
- `POST /api/auth/refresh` - Refresh access token
- `POST /api/auth/logout` - Logout

### Users
- `POST /api/users` - Create user (superadmin)
- `GET /api/users` - List users
- `GET /api/users/:id` - Get user
- `PATCH /api/users/:id` - Update user
- `DELETE /api/users/:id` - Delete user

### Workspaces
- `POST /api/workspaces` - Create workspace
- `GET /api/workspaces` - List workspaces
- `GET /api/workspaces/:id` - Get workspace
- `PATCH /api/workspaces/:id` - Update workspace
- `DELETE /api/workspaces/:id` - Delete workspace

### Collections
- `POST /api/workspaces/:wid/collections` - Create collection
- `GET /api/workspaces/:wid/collections` - List collections
- `GET /api/workspaces/:wid/collections/:name` - Get collection
- `PUT /api/workspaces/:wid/collections/:name` - Update collection
- `DELETE /api/workspaces/:wid/collections/:name` - Delete collection

### Documents
- `POST /api/workspaces/:wid/collections/:name/documents` - Create document
- `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
- `DELETE /api/workspaces/:wid/collections/:name/documents/:id` - Delete document

### Views
- `POST /api/workspaces/:wid/views` - Create view
- `GET /api/workspaces/:wid/views` - List views
- `GET /api/workspaces/:wid/views/:id` - Get view
- `PATCH /api/workspaces/:wid/views/:id` - Update view
- `DELETE /api/workspaces/:wid/views/:id` - Delete view

## WebSocket Protocol

Connect to `ws://localhost:18081/ws` and authenticate:

```json
{ "type": "auth", "token": "your-jwt-token" }
```

Subscribe to collection changes:

```json
{ "type": "subscribe", "workspace_id": "...", "collection": "name" }
```

Receive document events:

```json
{
  "type": "document",
  "action": "create|update|delete",
  "workspace_id": "...",
  "collection": "...",
  "document_id": "...",
  "data": { ... }
}
```

## Development

### Building

```bash
# Configure
cmake --preset release

# Build
cmake --build build -j$(nproc)
```

### Code Quality

```bash
# C++ formatting
clang-format -i database/src/*.cpp webserver/src/*.cpp

# C++ linting
clang-tidy database/src/*.cpp webserver/src/*.cpp

# WebUI
cd webui
pnpm typecheck
pnpm lint
```

## Production Deployment

### Using Systemd

Copy the service files and customize:

```bash
sudo cp systemd/*.service /etc/systemd/system/
sudo systemctl daemon-reload
sudo systemctl enable smartbotic-database smartbotic-webserver
sudo systemctl start smartbotic-database smartbotic-webserver
```

### Environment Variables

Create `/etc/smartbotic/server.env`:

```bash
SMARTBOTIC_SERVER_JWT_SECRET=your-secure-secret-key
SMARTBOTIC_SERVER_STATIC_PATH=/opt/smartbotic-crm/webui/dist
```

## License

Proprietary - All rights reserved.