Client Tracker

Client Tracker is a CRM-style application designed for freelancers and small consultancies to track leads, deals and revenue in one place.

Live Demo

Live Demo

• No signup required
• Safe demo environment
• Read-only access

Table of Contents

• Preview
• Features
• Tech Stack
• Authentication
• Role-Based Access Control
• Billing
• Analytics
• Running Locally
• Contributions
• License

Preview

Features

• Full CRUD for leads and deals
• Authentication with role-based access control (RBAC)
• Secure demo environment (no user data required)
• Server-side analytics and data aggregation
• Subscription billing with Stripe (test mode)

Tech Stack

Frontend

• Next.js (App Router)
• React + TypeScript
• Tailwind CSS
• shadcn/ui

Backend / Infrastructure

• Next.js Server Components & API Routes
• Prisma ORM
• PostgreSQL (Neon)
• NextAuth (OAuth)
• Stripe (Test Mode)

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Authentication

• NextAuth with Prisma adapter
• OAuth providers (Google, GitHub)
• Database session strategy

Authentication Modes

The application supports two distinct modes controlled via environment variables.

Demo Mode

• OAuth providers disabled
• Read-only access
• Uses seeded demo account

NEXT_PUBLIC_DEMO_MODE=true
ENABLE_OAUTH=false

Ensure your demo user email is defined in prisma/seed.ts and seeded before running the app.

pnpm dlx prisma db seed

Full Mode

Enable OAuth providers:

NEXT_PUBLIC_DEMO_MODE=false
ENABLE_OAUTH=true

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Role-Based Access Control

The application implements two roles:

OWNER

• Full CRUD access
• Access to analytics
• Manage billing and subscriptions

VIEWER

• Read-only access
• Can view analytics
• Cannot modify data or manage billing

Role Assignment

• The first authenticated user is assigned the owner role
• All subsequent users are assigned the viewer role

Permission Matrix

Action	Owner	Viewer
View leads	✅	✅
Create/edit leads	✅	❌
View deals	✅	✅
Create/edit deals	✅	❌
View analytics	✅	✅
Manage billing	✅	❌

Billing

Billing is implemented using Stripe (test mode).

Plans

Free — limited number of deals
Pro — unlimited deals

Enforcement Rules

• Deals limit is enforced at creation time
• Existing deals can always be viewed
• Billing actions are restricted to Owners only

Analytics

The dashboard provides aggregated insights:

• Total leads created
• Total deals created
• Deals won vs lost
• Total Revenue

Analytics are computed server-side using database aggregation queries to ensure accuracy and consistency.

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Running Locally

1. Clone the repository and install dependencies

   git clone https://github.com/dnmore/client-tracker.git
   cd client-tracker

2. Install dependencies

   pnpm install

3. Environment variables

The application uses environment variables for configuration. Copy the example file .env.example and fill in the required values.

4. Run database migrations

   pnpm prisma migrate dev

5. Seed the database

   pnpm dlx prisma db seed

6. Start the development server

   pnpm dev

The application will be available at:

http://localhost:3000

Contributions

Contributions are welcome. Feel free to open issues or submit pull requests.

License

MIT License