smartbotic-crm

SmartBotic CRM

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

Overview

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. 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

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 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 3.22+
• Ninja build system
• Node.js 18+ with pnpm
• System libraries (see below)

Installing Dependencies (Ubuntu/Debian)

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

# 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
nvm install 18
npm install -g pnpm

Note: cpp-httplib and jwt-cpp are automatically fetched via CMake FetchContent.

Quick Start

1. Build the Project

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

# 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 four terminal windows:

Terminal 1 - Database:

./build/database/smartbotic-crm-database --data-dir ./data

Terminal 2 - LLM Service (optional):

./build/llm/smartbotic-crm-llm

Terminal 3 - Webserver:

# 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):

cd webui
pnpm dev

3. Bootstrap the System

On first run, create the admin user:

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 (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. Example service files are available in the systemd/ directory.

Setup User Services

1. Create the config directory:

   mkdir -p ~/.config/systemd/user ~/.config/smartbotic-crm ~/.local/share/smartbotic-crm
   

2. Copy and customize the service files (adjust paths to match your setup):

   # Copy service files
   cp systemd/*.service ~/.config/systemd/user/
   
   # Edit the WorkingDirectory and ExecStart paths in each service file
   nano ~/.config/systemd/user/smartbotic-db.service
   

3. Create the config file:

   cat > ~/.config/smartbotic-crm/server.env << 'EOF'
   SMARTBOTIC_SERVER_JWT_SECRET=dev-testing-secret-change-in-production
   SMARTBOTIC_SERVER_STATIC_PATH=/path/to/smartbotic-crm/webui/dist
   SMARTBOTIC_SERVER_LLM_ADDRESS=localhost:50052
   EOF
   

4. Enable and start services:

   systemctl --user daemon-reload
   systemctl --user enable smartbotic-db
   systemctl --user start smartbotic-db
   # Add other services as needed
   

5. Check status:

   systemctl --user status smartbotic-db
   

6. View logs:

   journalctl --user -u smartbotic-db -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
├── 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 C++ utilities
├── config/             # Configuration files
├── deploy/             # Deployment configurations
├── systemd/            # Systemd service files
├── tests/              # Test files
├── build/              # CMake build output
└── data/               # Runtime data directory

Configuration

Database Node

Environment variables:

• SMARTBOTIC_DB_PORT - gRPC port (default: 50151)

Command line options:

• --data-dir - Data directory path for snapshots

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_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)
• GET /api/users - List users
• 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
• GET /api/workspaces - List workspaces
• GET /api/workspaces/:id - Get workspace
• 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
• 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
• PATCH /api/workspaces/:wid/collections/:name/documents/:id - Partial update
• 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

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:

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

Subscribe to collection changes:

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

Receive document events:

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

Development

Building

# Configure
cmake --preset release

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

Code Quality

# 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 from the deploy/ directory and customize for your environment:

# 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

# Enable services
sudo systemctl enable smartbotic-db
# Enable other services as needed

# Start services
sudo systemctl start smartbotic-db

Environment Variables

Create configuration files in /etc/smartbotic/:

Database: Generally uses command-line arguments for data directory Webserver (/etc/smartbotic/webserver.env):

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):

SMARTBOTIC_LLM_DATABASE_HOST=localhost
SMARTBOTIC_LLM_DATABASE_PORT=50151

License

Proprietary - All rights reserved.