No description
fd1571e294
Introduce PocketBase workflow support, migration tooling, server APIs and documentation. Adds a set of PocketBase collection JSONs (order_items, order_items_v2, collection_pool, delivery_notes, delivery_note_items, repairs) and a large import manifest for workflow collections; includes docs describing MCP/API layer, migration audit, order-item schema and rollout plans. Adds server-side agent/MCP endpoints and services (api/mcp, api/v1/orders, collection-pool, order-items status, health) plus helper modules (pocketbase-admin, orders-service, order-item-status, agent-auth) and a migration script to create order_items_v2/collection_pool. UI: new pages for collection-pool, delivery-notes, repairs and several updates to orders/quotes pages, sidebar, tooltip and pb helpers/types. Also updates package.json (migration script and related changes) and global styles. Required env vars and suggested migration command are documented (e.g. NEXT_PUBLIC_POCKETBASE_URL, PB_ADMIN_EMAIL, PB_ADMIN_PASSWORD, ORDER_ITEMS_COLLECTION; run npm run pb:migrate:orders-v2). |
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| .vscode | ||
| docs | ||
| public | ||
| scripts | ||
| src | ||
| .gitignore | ||
| AGENTS.md | ||
| CLAUDE.md | ||
| components.json | ||
| Dockerfile | ||
| eslint.config.mjs | ||
| next.config.ts | ||
| package-lock.json | ||
| package.json | ||
| postcss.config.mjs | ||
| README.md | ||
| tsconfig.json | ||
WFDASH - Business CRM
A modern business CRM built with Next.js 16, shadcn/ui, Tailwind CSS 4, and PocketBase.
Tech Stack
- Frontend: Next.js 16 (App Router), React 19, TypeScript
- UI: shadcn/ui, Tailwind CSS 4, Lucide Icons
- Backend: PocketBase (database, auth, file storage, realtime)
- Notifications: Sonner
Getting Started
Prerequisites
- Node.js 18+
- PocketBase server running at
http://127.0.0.1:8090
Installation
npm install
PocketBase Setup
- Start PocketBase:
./pocketbase serve
-
Create an admin account in the PocketBase admin UI
-
Set environment variables:
export PB_ADMIN_EMAIL=admin@example.com
export PB_ADMIN_PASSWORD=your_password
- Run the setup script to create collections:
npm run setup
Environment Variables
Create .env.local:
NEXT_PUBLIC_POCKETBASE_URL=http://127.0.0.1:8090
Development
npm run dev
Features
- Customers: Full CRUD with search, pagination, CSV export
- Companies: Full CRUD with detail pages
- Suppliers: Full CRUD with tag support
- Quotes: Line items with auto-calculations, status workflow
- Orders: PO generation, supplier grouping
- Dashboard: Real-time stats, recent activity
- Auth: Login, register, password reset
- Dark/Light Mode: Theme switching
- Mobile Responsive: Collapsible sidebar, card views on mobile
Collections
customers- Customer databasecompanies- Company databasesuppliers- Supplier networkquotes- Quotes with line itemsorders- Orders with PO generation
Project Structure
src/
├── app/
│ ├── (auth)/ # Auth pages (login, register)
│ └── (app)/ # Protected app pages
│ ├── dashboard/ # Dashboard
│ ├── customers/ # Customer management
│ ├── companies/ # Company management
│ ├── suppliers/ # Supplier management
│ ├── quotes/ # Quote management
│ └── orders/ # Order management
├── components/
│ ├── ui/ # shadcn/ui components
│ ├── sidebar.tsx # Navigation sidebar
│ ├── auth-provider.tsx # Auth context
│ ├── theme-provider.tsx # Theme context
│ └── ... # Form and table components
└── lib/
├── pocketbase.ts # PocketBase client
├── pb-helpers.ts # Helper functions
├── types.ts # TypeScript types
└── utils.ts # Utility functions