Tatvacare HealthtechCRM

A production-ready CRM application for healthcare RFP to Quote management, built with Next.js 14 and TypeScript.

Features

• RFP Management: Create and track RFPs with automatic opportunity creation
• Pipeline Management: Kanban-style opportunity tracking with stage management
• Quote Builder: CPQ system with Indian GST calculations (CGST/SGST/IGST)
• Email Integration: Send quotes directly from user's mailbox
• E-Signature: DocuSign/Adobe integration for contract signing
• Audit Trail: Complete audit logging with JSONL export
• RBAC: Role-based access control with Auth0 integration

Tech Stack

• Framework: Next.js 14 (App Router)
• Language: TypeScript
• Styling: Tailwind CSS + shadcn/ui
• Data Fetching: TanStack Query
• Forms: React Hook Form + Zod validation
• Authentication: NextAuth with Auth0 OIDC
• API: OpenAPI-generated client
• Testing: Playwright (optional)

Environment Variables

Set these in your Vercel Project Settings:

Required

• NEXT_PUBLIC_API_BASE_URL - Your API gateway URL
• NEXTAUTH_URL - Your app URL (auto-set by Vercel)
• NEXTAUTH_SECRET - Random secret for NextAuth
• AUTH0_DOMAIN - Your Auth0 domain
• AUTH0_CLIENT_ID - Auth0 application client ID
• AUTH0_CLIENT_SECRET - Auth0 application client secret
• AUTH0_ISSUER_BASE_URL - Auth0 issuer URL
• NEXT_PUBLIC_OPENID_AUDIENCE - Auth0 API audience

Optional Features

• NEXT_PUBLIC_FEATURE_ESIGN=true - Enable e-signature features
• NEXT_PUBLIC_FEATURE_CALENDAR=false - Calendar integration (future)
• NEXT_PUBLIC_FEATURE_RAZORPAY=false - Payment integration (future)

Development

1. Install dependencies: ```bash npm install ```

2. Generate API types: ```bash npm run codegen ```

3. Start development server: ```bash npm run dev ```

4. Type checking: ```bash npm run typecheck ```

5. Linting: ```bash npm run lint ```

Deployment

1. Push to GitHub and connect to Vercel
2. Set environment variables in Vercel Project Settings
3. Deploy - Vercel will automatically build and deploy

API Integration

The app uses OpenAPI-generated types and client from openapi/openapi_core.yaml. To update:

1. Modify the OpenAPI spec
2. Run npm run codegen to regenerate types
3. Update API client methods if needed

Project Structure

``` src/ ├── api/ # Generated API client and types ├── components/ # React components ├── hooks/ # Custom hooks including API hooks ├── providers/ # Context providers └── app/ # Next.js app router pages

openapi/ └── openapi_core.yaml # API specification ```

User Roles

• admin: Full system access
• sales_manager: Team management and reporting
• sales_rep: Create RFPs, opportunities, quotes
• pricing_approver: Approve quote pricing
• viewer: Read-only access

Currency & Localization

• Currency: Indian Rupees (₹)
• Locale: en-IN
• Tax System: GST with CGST/SGST/IGST calculations