84 lines
2.3 KiB
Markdown
84 lines
2.3 KiB
Markdown
# CRM Customer Management System
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A web-based CRM system built with Go backend and HTML/CSS/JavaScript frontend.
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## Features
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1. **Customer Management**
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- Create customers with fields: Customer Name, Intended Product
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- Customer list with fields: Time, Customer, Version, Description, Solution, Type, Module, Status & Progress, Reporter (all editable)
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- Import customers from CSV files
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2. **Customer Dashboard**
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- Visual charts (pie charts, line charts) for data analysis
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- Filter data by date range
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- View customer distribution by status, trends, product interest, and customer types
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## Technology Stack
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- Backend: Go
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- Frontend: HTML, CSS, JavaScript
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- Charts: Chart.js (via CDN)
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- Data Storage: Local JSON file
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## How to Run
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1. Navigate to the project directory:
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```bash
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cd /Users/d-robotics/crm/crm-go
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```
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2. Run the server:
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```bash
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./bin/server
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```
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3. Open your browser and go to:
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```
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http://localhost:8080
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```
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## Usage
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### Customer Management
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- Click "Customer Management" in the navigation
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- Add new customers using the form
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- Edit existing customers by clicking "Edit" button
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- Delete customers by clicking "Delete" button
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- Import customers from CSV file using the import form
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### Dashboard
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- Click "Dashboard" in the navigation
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- View various charts showing customer data
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- Filter data by date range
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## Data Storage
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Customer data is stored in `./data/customers.json` in JSON format.
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## File Structure
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```
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crm-go/
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├── cmd/
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│ └── server/
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│ └── main.go # Main application entry point
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├── models/
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│ └── customer.go # Customer data models
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├── internal/
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│ ├── handlers/
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│ │ └── customer_handler.go # HTTP request handlers
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│ └── storage/
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│ └── customer_storage.go # Data storage implementation
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├── frontend/
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│ ├── index.html # Main HTML page
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│ ├── css/
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│ └── style.css # Stylesheet
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│ └── js/
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│ └── main.js # Client-side JavaScript
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├── data/
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│ └── customers.json # Customer data storage
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├── bin/
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│ └── server # Compiled binary
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└── go.mod # Go module file
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``` |