---
name: integrated-crm-app
version: 1.0.0
description: Complete integrated CRM application combining customer management, contract management, opportunity management, financial management, appbase foundation, and RBAC security modules into a unified web application.
trigger_conditions:
  - User requests to create an integrated CRM system
  - Task involves combining multiple business modules into a single application
  - Need unified interface for customer, contract, opportunity, and financial management
  - Require RBAC security and appbase foundation integration
---

# Integrated CRM Application

## Overview
This skill provides a complete, production-ready integrated CRM application that seamlessly combines six core modules into a unified web interface:

1. **Customer Management** - Comprehensive client lifecycle management
2. **Opportunity Management** - Sales pipeline and revenue forecasting  
3. **Contract Management** - AI-powered contract lifecycle with milestone tracking
4. **Financial Management** - Order-level receivables and payments management
5. **AppBase** - Foundation module for code and parameter management
6. **RBAC** - Role-based access control and multi-tenant security

The application follows all established module development specifications and provides a cohesive user experience through a tab-based navigation interface.

## Core Features

### Unified Interface
- **TabPanel Navigation**: Single-page application with six main tabs
- **Responsive Design**: Adapts to different screen sizes and devices  
- **Consistent UX**: Uniform styling and interaction patterns across all modules
- **Integrated Login**: Centralized authentication using RBAC module

### Module Integration Points

#### Customer ↔ Opportunity Integration
- Customer 360° view includes associated opportunities
- Opportunity creation can reference existing customers
- Handover workflows include both customer and opportunity data

#### Opportunity ↔ Contract Integration  
- One-click contract generation from opportunities
- Contract status automatically updates opportunity stage
- Revenue forecasting considers both open opportunities and active contracts

#### Contract ↔ Financial Integration
- Automatic receivable creation from contract payment milestones
- Order-level financial tracking linked to contract fulfillment
- Payment completion triggers contract milestone updates

#### Financial ↔ Customer Integration
- Customer financial summary shows total receivables/payments
- Overdue notifications sent to both sales and finance teams
- Customer credit limits enforced during opportunity/contract creation

### Security and Multi-tenancy
- **Organization Isolation**: All data separated by org_id
- **RBAC Permissions**: Fine-grained access control per module and function
- **Audit Trail**: Comprehensive logging of all critical operations
- **API Key Management**: Programmatic access via userapp table

## Technical Architecture

### Frontend Architecture
- **Bricks Framework**: JSON-driven component system
- **Main Layout**: `base.ui` with TabPanel organizing all modules
- **Authentication**: `login.ui` + `login.dspy` using RBAC functions
- **Module Integration**: Frame components loading individual module UIs

### Backend Architecture  
- **Module Loader**: `init.py` loads all six modules in correct order
- **Dependency Order**: AppBase → RBAC → Business Modules
- **Function Exposure**: ServerEnv exposes all required functions
- **Async Design**: Proper awaitify usage for synchronous functions

### Database Architecture
- **Shared Schema**: All modules use same database with org_id isolation
- **Referential Integrity**: Foreign keys maintain data consistency
- **Performance Optimization**: Strategic indexing on frequently queried fields
- **DDL Generation**: Automated schema creation from JSON/XLSX definitions

## Directory Structure
```
integrated_crm_app/
├── integrated_crm_app/         # Python package
│   ├── __init__.py            # Package marker
│   └── init.py                # Main module loader
├── wwwroot/                   # Main application frontend
│   ├── base.ui               # Unified layout with TabPanel
│   ├── login.ui              # Centralized login form  
│   └── login.dspy            # RBAC-integrated auth handler
├── build.sh                  # Build script for all modules
├── pyproject.toml            # Package configuration
└── README.md                 # Comprehensive documentation
```

## Implementation Workflow

### Step 1: Module Preparation
- Ensure all six modules exist in `~/repos/` directory
- Verify each module follows development specifications
- Confirm database table definitions are complete

### Step 2: Main Application Setup  
- Create main application directory structure
- Implement unified `init.py` module loader
- Design `base.ui` TabPanel layout
- Create centralized authentication flow

### Step 3: Build Integration
- Implement `build.sh` script to process all modules
- Generate DDL scripts for database schema
- Create symbolic links for frontend resources
- Test module loading and function exposure

### Step 4: Testing and Validation
- Verify all modules load without conflicts
- Test cross-module data integration
- Validate RBAC permissions across all functions
- Confirm responsive design on different devices

## Usage Instructions

### Installation
1. Place all six modules in `~/repos/` directory
2. Run `./build.sh` to generate database schemas and links
3. Execute DDL scripts to create database tables
4. Start AhServer with the integrated application

### Navigation
- **Login**: Access `/main/login.ui` for authentication
- **Main Interface**: Redirects to `/main/base.ui` after login
- **Module Switching**: Use TabPanel to navigate between modules
- **System Admin**: Last tab contains RBAC and AppBase management

### Customization Points
- **UI Layout**: Modify `base.ui` to rearrange or add tabs
- **Authentication**: Extend `login.dspy` for additional auth methods
- **Business Logic**: Add cross-module validation in individual modules
- **Reporting**: Create new reports using combined data sources

## Verification Checklist

- [x] All six modules load correctly in dependency order
- [x] Unified TabPanel interface displays all modules
- [x] Centralized authentication works with RBAC
- [x] Cross-module data relationships function properly
- [x] Organization-based data isolation enforced
- [x] Responsive design works on mobile/desktop
- [x] Build script processes all module types (JSON/XLSX)
- [x] Production-ready code with proper error handling
- [x] Complete documentation in README.md

## Extension Opportunities

### Advanced Features
- **Workflow Automation**: Cross-module approval workflows
- **Advanced Analytics**: Unified dashboards across all modules
- **Mobile App**: Native mobile interface using same backend
- **API Gateway**: RESTful API layer for external integration

### Integration Scenarios
- **ERP Integration**: Connect with external accounting systems
- **Marketing Automation**: Link with email/campaign platforms  
- **Document Management**: Integrate with file storage services
- **Payment Gateways**: Connect with online payment processors

This integrated CRM application provides a solid foundation for enterprise customer relationship management with full extensibility and customization capabilities.