SimpleCRM 🚀

SimpleCRM is a slick, desktop-based Customer Relationship Management (CRM) application built with the power of Electron, React, and TypeScript! 💻 It bundles essential CRM features right onto your local machine, helping you manage customers, products, deals, tasks, and your schedule with ease. 🗓️ Plus, it offers optional one-way data sync from your JTL MSSQL database.

Features ✨

• 👥 Customer Management: Create, Read, Update, and Delete customer records like a pro.
• 📦 Product Management: Keep track of your local product inventory and details.
• 💰 Deal Tracking: Create, manage, and visualize your sales deals. Link products and monitor stages from lead to win!
• ✅ Task Management: Stay organized by creating and managing tasks linked directly to customers.
• 📅 Calendar Integration: Schedule appointments, meetings, and reminders within the app.
• 🔗 JTL Synchronization (Optional): Sync Customer and Product data from an external JTL MSSQL database into your local CRM (one-way sync).
• 💾 Local Database: All your CRM data is stored securely and locally using SQLite (better-sqlite3).
• 🔒 Secure Configuration: MSSQL connection details? Stored safely using your OS keychain via Keytar (keytar).

How it Works 🤔

SimpleCRM leverages the Electron framework to bring a web-powered experience to your desktop:

1. 🧠 Main Process (electron/main.js): The application's brain! Handles window management, background logic, database interactions (SQLite & MSSQL), and communication between processes (IPC). It kicks off essential services like sqlite-service, mssql-keytar-service, and sync-service.
2. 🎨 Renderer Process (src/): This is the user interface you see and interact with, built using React and Vite. It talks to the Main process using secure IPC calls (defined in electron/preload.ts) to fetch and update data.
3. 🗄️ Database (electron/sqlite-service.ts, electron/database-schema.ts): Your local data vault! Manages the SQLite database (database.sqlite in your app data folder), defining the structure and handling all data operations (Create, Read, Update, Delete).
4. 🔄 MSSQL & Sync (electron/mssql-keytar-service.ts, electron/sync-service.ts): Connects (securely!) to your JTL MSSQL database, fetches customer/product data, maps it neatly, and updates your local SQLite database.
5. 🧩 UI Components (src/components/): Built with the awesome Shadcn/ui library for a consistent and customizable look and feel.

Tech Stack 🛠️

• Framework: Electron, React
• Language: TypeScript
• UI: Shadcn/ui, Tailwind CSS
• Routing: TanStack Router
• Local Database: SQLite (via better-sqlite3)
• External DB Connection: mssql package
• Secure Storage: keytar
• Build Tool: Vite
• Bundler/Packager: Electron Builder

Setup & Installation ⚙️

1. Clone the Repository:

   git clone <your-repository-url>
   cd simplecrmelectron

2. Install Dependencies:

   npm install
   # or
   yarn install

3. Rebuild Native Modules: Electron apps sometimes need native modules rebuilt for your specific setup. The postinstall script should handle this, but if you encounter issues, run:

   npm run postinstall
   # or maybe force it with:
   npx electron-rebuild -f -w better-sqlite3,keytar

Running the Application 🏃‍♀️

• Development Mode (with Hot Reloading 🔥): Starts the Vite dev server for instant UI updates and the Electron app.

  npm run electron:dev

• Production Mode (Simulated Locally): Runs the app as it would be packaged. Make sure you build it first (npm run build & npm run build:electron).

  npm run electron:start

Building the Application 📦

Ready to create an installer (.exe, .dmg, etc.)?

1. Build the Frontend & Electron Code:

   npm run build
   npm run build:electron

2. Package with Electron Builder:

   npm run electron:build

   Look for your shiny new installer in the dist-build directory! 🎉

Configuration 🔧

• MSSQL Connection: Head over to the Settings page within the app to configure the connection to your JTL MSSQL database. Your password is kept safe and sound in your operating system's keychain!