bash — ~/projects/lazy-crm

$cd ~/projects/lazy-crm && cat summary.txt

Full-featured CRM with workspace multi-tenancy — manage companies, contacts, leads, and deals through customizable pipelines with drag-and-drop. Track activities, tasks, and audit every mutation.

LAZY CRM

Full-Stack Developer · #f3a7c92 master

Next.js 16 · React 19 · Prisma · SQLite · NextAuth · Tailwind CSS v4 github.com/sleepyhead000/lazy-crm

~/projects/lazy-crm $

cat README.md

README.md

$cat overview.txt

A workspace-based CRM for sales teams: companies and contacts with owner assignment, lead tracking with qualification notes, deal pipelines with drag-and-drop stage management, activity logging, task assignment with priorities, tag-based categorization, custom field definitions per entity type, CSV import/export with job tracking, and a full audit trail of every mutation.

$cat architecture.txt

Next.js 16 App Router with React 19, server-side API routes, Prisma ORM on SQLite, NextAuth (beta) for session management with Prisma adapter, bcryptjs for password hashing. Frontend uses @dnd-kit for drag-and-drop pipeline management, @tanstack/react-table for data grids, Lucide React icons, Zod for validation, and Tailwind CSS v4 for styling.

$cat data.txt

15+ table schema: workspaces, users, workspace_members, companies, contacts, company_contacts, leads, pipelines, pipeline_stages, deals, deal_contacts, activities, tasks, tags, record_tags, custom_field_definitions, custom_field_values, import_jobs, export_jobs, audit_events. Workspace-scoped multi-tenancy with cascading deletes.

~/projects/lazy-crm $

ls -l features/

workspace

Multi-tenancy · workspace-scoped data isolation · role-based membership

companies

Full CRUD · industry, size, location · owner assignment · archiving

contacts

People management · linked to companies · lifecycle tracking · owner assignment

leads

Lead tracking · status pipeline · qualification notes · convert to company + contact + deal

deals

Pipeline management · drag-and-drop stages · value + currency · win/loss reasons

pipelines

Custom pipelines · multiple stages per pipeline · default pipeline flag

activities

Activity log · calls, meetings, emails · linked to any entity · duration tracking

tasks

Task management · priority levels · due dates · assign to users · linked to entities

cat stack.yaml

framework

Next.js 16 (App Router) · React 19 · TypeScript

database

SQLite · Prisma ORM · 15+ table schema · workspace-scoped queries

auth

NextAuth 5 (beta) · Prisma adapter · bcryptjs password hashing

Tailwind CSS v4 · Lucide React icons · @tanstack/react-table

dnd

@dnd-kit · core + sortable + utilities · drag-and-drop pipeline stages

validation

Zod · schema-first input validation on API routes

tooling

pnpm · ESLint · Prisma Migrate · Prisma Studio

~/projects/lazy-crm $

cat schema.prisma

prisma/schema.prisma — entity relationships

$cat entities.txt

Core entities: Workspace → (Companies, Contacts, Leads, Deals, Activities, Tasks, Tags, CustomFields)
Auth: User → WorkspaceMember (role-based) → Workspace
Relations: Company ↔ Contact (many-to-many), Deal ↔ Contact (many-to-many)
Pipeline: Pipeline → PipelineStage → Deal (stage-based progression)
Extensibility: CustomFieldDefinition → CustomFieldValue (polymorphic per entity)
Audit: AuditEvent captures before/after snapshots for every mutation

$cat indexes.txt

Composite indexes on (workspaceId, ownerId), (workspaceId, status), (workspaceId, archivedAt) for filtered queries. Unique constraints on workspace slug, user email, workspace-member pairs, and tag names per workspace.

~/projects/lazy-crm $

git log --oneline

#f3a7c92feat/auth

Workspace multi-tenancy & authentication

NextAuth 5 · Prisma Adapter · bcryptjs · Zod

Implemented NextAuth with Prisma adapter for session management — workspace-scoped membership with role-based access (admin, sales_rep).
Built workspace isolation: every query filters by workspaceId, cascading deletes on workspace removal, unique slug constraints.
Password hashing via bcryptjs with Zod-validated register/login routes.

#a8d2e15feat/crm

Companies, contacts & lead management

Prisma · SQLite · Next.js App Router · Lucide React

Designed 15+ table Prisma schema with many-to-many relations (Company ↔ Contact, Deal ↔ Contact) via join tables.
Full CRUD for companies (industry, size, location, owner) and contacts (lifecycle stage, linked companies).
Lead tracking with conversion flow: qualify a lead → auto-create company + contact + deal in one transaction.

#b4c9f03feat/pipeline

Deal pipelines & drag-and-drop

@dnd-kit · @tanstack/react-table · Tailwind CSS v4

Customizable deal pipelines with configurable stages — drag deals between stages via @dnd-kit sortable.
Deal cards show value, currency, expected close date, owner, and probability — sortable and filterable via TanStack Table.
Win/loss tracking: closing a deal requires a reason, archived deals retained for reporting.

#c7e1a58feat/ops

Activities, tasks & extensibility

Prisma · Zod · CSV import/export · Audit logging

Activity logging linked to any entity (company, contact, lead, deal) with type, description, and duration.
Task management with priority levels, due dates, and assignee tracking — completed tasks marked with timestamp and completer.
Custom fields: define text/select/date fields per entity type, with per-record values. CSV import/export with background job tracking and error counts.