CRM

Web-based CRM for client and deal management with role-based access (administrator, head, manager). Built with Laravel 12 following the MRSRB pattern (Model–Request–Service–Resource–Blade), Blade, Alpine.js, and Tailwind. Includes personal tools (tasks, notes, calendar, reminders), file attachments, soft-delete archival, Redis caching, and i18n (EN/UA/RU). Local development via Laravel Sail.

Screenshots

Light theme dashboard:

Dark theme user management:

Documentation

• Architecture — MRSRB layers, data flow, modules, authorization, caching
• Database schema — ER diagram (Mermaid)
• Class diagram — controllers, policies, models (Mermaid)

Test Data & Demo Accounts

After seeding the database, predefined users and sample business data are available for local testing.

Seeding

./vendor/bin/sail artisan migrate --seed

Seeders run in order: AdminSeeder (roles + admin if no users exist), then FakeDataSeeder (head, managers, clients, deals).

Demo Accounts

All accounts use password: password. Sign in at /login with email + password. Self-registration is not available.

Role	Email	Name	Seeder
Administrator	admin@mail.com	Administrator	AdminSeeder (only when the users table is empty)
Head	master@mail.com	Master Head	FakeDataSeeder
Manager	manager1@mail.com	Manager 1	FakeDataSeeder
Manager	manager2@mail.com	Manager 2	FakeDataSeeder

UserFactory is used in automated tests to generate random users (default password password). Fixed demo accounts are defined in seeders only.

Sample Business Data

FakeDataSeeder creates:

• 30 clients — 10 potential, 5 soft-deleted (archive), 5 loyal active, 10 regular active
• 100 deals — distributed across clients
• Reference statuses — client: potential, active; deal: in_progress, active, completed

Role Capabilities

Administrator

• Full access to all clients and deals
• System settings (/settings) and status directories (CRUD + archive)
• System log viewer (/log-viewer)
• User management (all roles)
• Personal tools (tasks, note, calendar, reminders) and profile (name, avatar, password; email is immutable)

Head

• All business data (clients, deals, dashboard with global KPIs)
• Manager management: list, detail, assign clients, enable/disable managers
• User management: create/edit users with manager or head roles (not admin)
• Status directories: full CRUD + archive at /settings/client-statuses and /settings/deal-statuses
• Personal tools and profile (own data only)
• No access to system settings (app name/locale) or system log

Manager

• Own clients only (manager_id matches the logged-in user) and their deals
• Can create clients; manager_id is set automatically to the current user on create
• CRUD, archive, and restore for own clients and deals
• Dashboard KPIs scoped to own data
• Personal tools and profile (own data only)
• No access to managers, users, status directories, or system settings

All roles

• Locale switcher (EN / UA / RU)
• Light/dark theme
• File uploads on client and deal detail pages

Requirements

• Docker Desktop (or Docker Engine + Docker Compose)
• Git
• Composer (for initial dependency installation on the host)

All artisan, composer, npm, and php commands in day-to-day work run through Sail: ./vendor/bin/sail …

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Installation from Repository

git clone <repository-url> crm
cd crm

1. PHP Dependencies

composer install

2. Environment

cp .env.example .env

Verify database variables in .env — they must match compose.yaml:

Variable	Value	Notes
DB_CONNECTION	mysql	Not sqlite
DB_HOST	mysql	Docker service name, not 127.0.0.1
DB_PORT	3306
DB_DATABASE	crm
DB_USERNAME	sail	User created by the MySQL container
DB_PASSWORD	password	Must match the root password in the container

Set Sail user identifiers (Linux/macOS):

echo "WWWUSER=$(id -u)" >> .env
echo "WWWGROUP=$(id -g)" >> .env

3. Start Containers

./vendor/bin/sail up -d

4. Initialize Application

./vendor/bin/sail artisan key:generate
./vendor/bin/sail artisan migrate --seed
./vendor/bin/sail npm install
./vendor/bin/sail npm run build

The application is available at http://localhost. Use the demo accounts above to sign in.

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Fresh Install (without laravel new)

Create a new project via Composer with an explicit Laravel version. The laravel new command is not used.

1. Create Project

composer create-project laravel/laravel:^12.0 crm
cd crm

2. Laravel Sail + MySQL

composer require laravel/sail --dev
php artisan sail:install --with=mysql --no-interaction

If compose.yaml already exists in the repository (as in this project), skip the sail:install step.

3. Environment

cp .env.example .env

Configure .env using the table above (DB_HOST=mysql, DB_USERNAME=sail, DB_PASSWORD=password, etc.) and add WWWUSER / WWWGROUP:

echo "WWWUSER=$(id -u)" >> .env
echo "WWWGROUP=$(id -g)" >> .env

4. Start

./vendor/bin/sail up -d
./vendor/bin/sail artisan key:generate
./vendor/bin/sail artisan migrate --seed
./vendor/bin/sail npm install
./vendor/bin/sail npm run build