Phase 2 Complete! Moving to Phase 3

Enterprise CRM Platform

Multi-tenant SaaS system for complete business operations management

Next.js 14 (Pages Router) • TypeScript • Supabase • Prisma • PostgreSQL

Development Progress
All core business entities complete! Starting advanced features
59% Complete
Phase 1: Foundation & Authentication100% ✅

Complete! Multi-tenant auth, RBAC, 56+ database tables

Phase 2: Core Business Entities100% ✅

Complete! All CRUD modules: Customers, Companies, Events, Assets, Stores, Addresses, Users

Phase 3: Advanced Features75% 🔄

In Progress: Reports & Settings complete. Starting Quotations & Invoicing

Phase 4: Financial & Compliance20%

Planning: Ledger, GST, TDS, Payment system

Phase 5: HR & Operations0%

Planned: Attendance, Leave, Salary, Commission

56+

Database Tables

50+

API Endpoints

20+

UI Pages

7

User Roles

🎉 Phase 2 Complete - All Core Entities Ready!
Major milestone achieved: Full business operations foundation
Customer Management Complete

Full CRUD, types, company linking, search & filters

Company Management Complete

GST/PAN tracking, payment terms, employee assignment

Event Management Complete

Full event lifecycle, scheduling, status tracking

Asset Management Complete

Complete inventory system with categories

Store Management Complete

Multi-store support, HQ designation, assignments

Address System Complete

Venue support, geolocation, reusable addresses

Phases 1 & 2 Complete ✅
Foundation and all core business entities ready for production
Authentication

Supabase Auth

JWT Sessions

RBAC (7 roles)

Multi-Tenancy

Row-Level Security

Tenant isolation

Audit logging

Database

56+ tables deployed

All indexes optimized

Production ready

Core Modules

7 CRUD modules

50+ API endpoints

Full UI pages

Customers ✅
Companies ✅
Events ✅
Assets ✅
Stores ✅
Addresses ✅
Phase 3: Advanced Features (75% Complete) 🔄
Building financial and reporting capabilities

Completed Features

Reports & Analytics
✅
Settings & Preferences
✅

Next Up

Quotation System

Invoice Management

Payment Tracking

Upcoming: Financial & HR Systems
Next phases in development pipeline

Phase 4: Financial & Compliance (20%)

Double-Entry Ledger

GST Calculations

TDS Management

Credit Policy System

Payment Reminders

Phase 5: HR & Operations (0%)

Attendance Management

Leave Management

Salary Processing

Commission System

Expense Tracking

Last Updated: November 3, 2025

Status: Phase 2 Complete - Phase 3 Active (75%)

Next: Quotations & Invoice System

56+ Production Tables • 50+ API Endpoints • 20+ Pages • 7 Core Modules Complete

View live progress: /dashboard/progress • Docs: PROJECT_BLUEPRINT.md