CRM Customer Management System

A web-based CRM system built with Go backend and HTML/CSS/JavaScript frontend.

Features

1. Customer Management

   • Create customers with fields: Customer Name, Intended Product
   • Customer list with fields: Time, Customer, Version, Description, Solution, Type, Module, Status & Progress, Reporter (all editable)
   • Import customers from CSV files

2. Customer Dashboard

   • Visual charts (pie charts, line charts) for data analysis
   • Filter data by date range
   • View customer distribution by status, trends, product interest, and customer types

Technology Stack

• Backend: Go
• Frontend: HTML, CSS, JavaScript
• Charts: Chart.js (via CDN)
• Data Storage: MySQL数据库（默认）或本地JSON文件

数据存储

系统支持两种存储模式：

1. MySQL数据库（推荐）

1. 创建数据库并执行迁移脚本：

   mysql -u root -p < ./data/migration.sql
   

2. 配置环境变量：

   export DB_HOST=localhost
   export DB_PORT=3306
   export DB_USER=root
   export DB_PASSWORD=your_password
   export DB_NAME=crm_db
   export STORAGE_MODE=mysql
   

2. JSON文件存储（向后兼容）

设置环境变量使用JSON存储：

export STORAGE_MODE=json

数据将存储在 ./data/ 目录下的JSON文件中。

How to Run

方法一：使用启动脚本

1. 复制并修改配置文件：

   cp .env.example .env
   # 编辑 .env 文件设置数据库密码等
   

2. 运行启动脚本：

   ./start.sh
   

方法二：手动启动

1. 设置环境变量：

   export DB_PASSWORD=your_password
   export STORAGE_MODE=mysql
   

2. 构建并运行：

   go build -o crm-server ./cmd/server/
   ./crm-server
   

3. Open your browser and go to:

   http://localhost:8081
   

环境变量说明

变量名	说明	默认值
STORAGE_MODE	存储模式: mysql 或 json	mysql
DB_HOST	MySQL主机地址	localhost
DB_PORT	MySQL端口	3306
DB_USER	MySQL用户名	root
DB_PASSWORD	MySQL密码	空
DB_NAME	数据库名称	crm_db
PORT	服务端口	8081

Usage

Customer Management

• Click "Customer Management" in the navigation
• Add new customers using the form
• Edit existing customers by clicking "Edit" button
• Delete customers by clicking "Delete" button
• Import customers from CSV file using the import form

Dashboard

• Click "Dashboard" in the navigation
• View various charts showing customer data
• Filter data by date range

Data Storage

Customer data is stored in ./data/customers.json in JSON format.

File Structure

crm-go/
├── cmd/
│   └── server/
│       └── main.go          # Main application entry point
├── models/
│   └── customer.go          # Customer data models
├── internal/
│   ├── handlers/
│   │   └── customer_handler.go  # HTTP request handlers
│   └── storage/
│       └── customer_storage.go  # Data storage implementation
├── frontend/
│   ├── index.html           # Main HTML page
│   ├── css/
│       └── style.css        # Stylesheet
│   └── js/
│       └── main.js          # Client-side JavaScript
├── data/
│   └── customers.json       # Customer data storage
├── bin/
│   └── server               # Compiled binary
└── go.mod                   # Go module file