Deal Tracking Web Application

A complete sales deal tracking web application built with Codexirra, using a React, Vite, TypeScript frontend, a FastAPI backend, and Postgres-ready persistence.

This template was generated with Codexirra, an AI development workspace for building real web applications. Codexirra helps you generate, edit, preview, debug, and refine full-stack web apps from simple prompts.

Want to build your own CRM, dashboard, portal, or SaaS app?
Try Codexirra: https://codexirra.com

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Built with Codexirra

This project is an example of what can be created using Codexirra.

Codexirra can help generate complete web applications with:

• Frontend pages and components
• Backend API routes
• Database-aware app logic
• Clean SaaS-style UI layouts
• Forms, tables, dashboards, filters, and detail pages
• Full project structure
• Editable code and live preview

This deal tracking web application is designed as a practical CRM-style template for managing sales deals, pipeline stages, revenue forecasts, sales notes, and follow-up tasks.

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What this app does

This is a complete sales deal tracking web application for managing deals, companies, contacts, deal values, probabilities, close dates, notes, tasks, and pipeline activity.

It uses a modern SaaS sidebar dashboard layout with revenue KPI cards, a weighted forecast summary, a pipeline board, searchable deal tables, editing forms, and deal detail pages.

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Tech stack

• React
• Vite
• TypeScript
• Python
• FastAPI
• Postgres

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Features

• Modern SaaS sidebar dashboard layout
• Revenue KPI cards and weighted forecast summary
• Pipeline board grouped by sales stage
• Deal table with search, stage filters, owner filters, and edit actions
• Deal creation and editing forms with validation
• Deal detail pages with company, contact, value, probability, and close-date context
• Notes timeline for sales activity
• Tasks with due dates, priority, and completion workflow
• FastAPI backend under /api/...
• Postgres schema initialization
• Realistic seeded sample CRM data

Frontend

Install and run:

npm install
npm run dev

The frontend API helper uses:

• VITE_API_URL
• VITE_API_BASE_URL
• or same-origin /api fallback

The final base is always normalized to end in /api.

Backend

See /backend/README.md for Python setup. The backend requires DATABASE_URL to point to a Postgres database. On startup, it creates tables and seeds sample CRM records if the database is empty.

API overview

• GET /api/health
• GET /api/dashboard
• GET /api/metadata
• GET /api/deals
• POST /api/deals
• GET /api/deals/{deal_id}
• PATCH /api/deals/{deal_id}
• POST /api/deals/{deal_id}/notes
• POST /api/deals/{deal_id}/tasks
• PATCH /api/tasks/{task_id}/complete