Claude/crm architecture analysis 1x33dx - #95
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release: promote main
…es--release chore: release release
release: promote main
release: promote main
release: promote main
release: promote main
Turns the existing agent-first CRM into an internal agency platform: - ClientAccount as first-class entity; every record can be scoped to which agency client it belongs to without breaking single-tenant. - SMS via Twilio: threads, unified inbox UI, signed inbound webhook, SMS activities. - Forms: builder + public submit endpoint that finds-or-creates contact and fires a FORM_SUBMISSION activity. - Workflow automation scaffold: triggers, JSON step list, WorkflowRun queue (runner still to build). - Deals: Kanban board view (?view=board) with drag-drop reorder. - Overview: agency KPI strip (clients / unread inbox / live workflows / published forms). - Sidebar rail: Clients, Inbox, Forms, Workflows. Prisma migration 20260808120000_zayn_scales_agency adds ClientAccount, Sms*, Form*, Workflow*, Booking* models plus clientAccountId/tags on Company/Contact/Deal, boardOrder on Deal, and new ActivityType values SMS/FORM_SUBMISSION/WORKFLOW. Adds TWILIO_* env vars (all optional, capability-off pattern). Verified: api/app typecheck, api/app lint, 119 app tests pass. API tests that hit the DB fail with DatabaseNotReachable — expected in this container. See adrs/zayn-scales-agency-crm.md for the full log of what shipped, design decisions, and the honest not-done list.
The postinstall script runs 'prisma generate', which only needs the
schema — it doesn't connect to the database. But 'prisma.config.ts' was
calling 'env("DATABASE_URL")' from '@prisma/config', which throws
'PrismaConfigEnvError: Cannot resolve environment variable' at config
load whenever DATABASE_URL is unset. On Vercel's install phase this
fails the whole 'bun install' because postinstall exits 1.
Use 'process.env.DATABASE_URL' directly and pass 'datasource'
conditionally, so the URL is resolved lazily and only when actually
needed by migrate/seed commands. Generate now succeeds without any
DATABASE_URL, migrate keeps working with it set.
Verified locally:
- 'bun install' with no .env and DATABASE_URL unset — passes
- 'prisma generate' with DATABASE_URL unset — passes
- 'prisma migrate status' with a real DB — reports 38 migrations
applied
- api build — passes
- api/app check-types — pass
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@claude is attempting to deploy a commit to the Comp AI - PoC Team on Vercel. A member of the Team first needs to authorize it. |
Contributor
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Retargeted this onto
Nothing is wrong with your branch. If the diff now shows commits that are already on git fetch origin main
git rebase origin/main
git push --force-with-lease |
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Summary by cubic
Adds an agency CRM layer: client accounts, SMS inbox via Twilio, lead‑capture forms with public submit, workflow automation scaffold, and a Kanban board for deals. Updates the dashboard KPIs and sidebar to surface the new features.
New Features
boardOrder.SMSactivities. New Inbox UI and TRPC routes.FORM_SUBMISSIONactivities.clientAccountIdandtagson core records; newActivityTypevaluesSMS,FORM_SUBMISSION,WORKFLOW.Migration
20260808120000_zayn_scales_agency.TWILIO_ACCOUNT_SID,TWILIO_AUTH_TOKEN, plusTWILIO_FROM_NUMBERorTWILIO_MESSAGING_SERVICE_SID; exposePOST /internal/sms/inboundpublicly and point Twilio to it.packages/dbno longer requiresDATABASE_URLforprisma generate; keep it set for migrate/seed/runtime as usual.Written for commit 109e4c9. Summary will update on new commits.