https://github.com/wardvisual/wardsuite

Modular ERP for growing operations.
https://github.com/wardvisual/wardsuite

erp erp-application firestore modular-architecture monorepo nodejs nx-workspace reactjs

Last synced: 14 days ago
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Modular ERP for growing operations.

Host: GitHub
URL: https://github.com/wardvisual/wardsuite
Owner: wardvisual
License: mit
Created: 2026-05-10T11:33:50.000Z (about 1 month ago)
Default Branch: main
Last Pushed: 2026-05-11T11:13:21.000Z (about 1 month ago)
Last Synced: 2026-05-11T11:29:04.004Z (about 1 month ago)
Topics: erp, erp-application, firestore, modular-architecture, monorepo, nodejs, nx-workspace, reactjs
Language: TypeScript
Homepage: https://suite.wardvisual.com/
Size: 1.28 MB
Stars: 0
Watchers: 0
Forks: 0
Open Issues: 0
Metadata Files:
- Readme: README.md
- License: LICENSE

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README

          # WardSuite ERP

> A modular ERP for growing operations, built in public.

WardSuite is a personal ERP built from frustration with existing tools that are either too expensive, too rigid, or missing the cross-module visibility that operations teams actually need. Starting with CRM and Supply Chain, expanding toward a full business operating system.

[![Live Demo](https://img.shields.io/badge/Live%20Demo-suite.wardvisual.com-white?style=for-the-badge)](https://suite.wardvisual.com)

![WardSuite ERP](https://github.com/wardvisual/wardsuite/blob/main/public/banner.jpg?raw=true)

---

## Tech Stack

| Layer | Technology |

|---|---|

| Frontend | React 19, Vite 6, Tailwind CSS v4 |

| Animations | Motion (Framer Motion v12) |

| State | Zustand 5 (persisted) |

| Backend | Express 4, TypeScript, tsx |

| Database | Firestore (Firebase Admin SDK) — repository pattern, swappable |

| Drag & Drop | @hello-pangea/dnd |

| Tables | TanStack Table v8 |

| Monorepo | NX |

| Build | Vite (web) + esbuild (API) |

| Deployment | Docker + PM2 |

---

## Monorepo Structure

```

wardsuite/

├── apps/

│   ├── web/                   # React SPA (Vite + Tailwind)

│   └── api/                   # Express API server

│

├── libs/

│   ├── shared/

│   │   ├── types/             # @wardsuite/shared/types

│   │   ├── utils/             # @wardsuite/shared/utils

│   │   ├── auth/              # @wardsuite/shared/auth (Zustand store)

│   │   └── ui/                # @wardsuite/shared/ui (design system)

│   │

│   └── crm/

│       ├── domain/            # @wardsuite/crm/domain (entities + DTOs)

│       ├── data-access/       # @wardsuite/crm/data-access (repos + adapters)

│       ├── feature-leads/     # @wardsuite/crm/feature-leads

│       ├── feature-customers/ # @wardsuite/crm/feature-customers

│       └── ui/                # @wardsuite/crm/ui

│

├── CLAUDE.md

├── tsconfig.base.json

├── nx.json

├── Dockerfile

├── docker-compose.yml

└── ecosystem.config.js

```

---

## Getting Started

### Prerequisites

- Node.js 22+

- Firebase project with Firestore enabled

- Service account key (for Admin SDK)

### 1. Clone and Install

```bash

git clone https://github.com/wardvisual/wardsuite.git

cd wardsuite

npm install

```

### 2. Environment Variables

Create `.env` at the workspace root:

```env

PORT=3000

NODE_ENV=development

FIREBASE_PROJECT_ID=your-project-id

FIREBASE_CLIENT_EMAIL=your-service-account@project.iam.gserviceaccount.com

FIREBASE_PRIVATE_KEY="-----BEGIN PRIVATE KEY-----\n...\n-----END PRIVATE KEY-----\n"

FIREBASE_DATABASE_ID=

VITE_FIREBASE_API_KEY=

VITE_FIREBASE_AUTH_DOMAIN=

VITE_FIREBASE_PROJECT_ID=

VITE_FIREBASE_STORAGE_BUCKET=

VITE_FIREBASE_MESSAGING_SENDER_ID=

VITE_FIREBASE_APP_ID=

VITE_FIREBASE_DATABASE_ID=

```

### 3. Development

```bash

npm run dev        # API (:3000) + Vite (:5173) in parallel

npm run dev:api    # API only

npm run dev:web    # Frontend only (proxies /api → localhost:3000)

```

### 4. Seed Demo Data

```bash

npm run firebase:seed

```

---

## Demo Credentials

| Email | Password | Role |

|---|---|---|

| admin@wardsuite.com | admin123 | ADMIN |

| manager@wardsuite.com | manager123 | MANAGER |

| staff@wardsuite.com | staff123 | STAFF |

---

## Modules

### CRM

| Feature | Status |

|---|---|

| Leads | ✅ Kanban + table, CSV import with column mapper, drag-and-drop status |

| Customers | ✅ Full CRUD, convert from lead |

| Pipeline | ✅ Deal Kanban, drag-and-drop stage transitions, revenue totals per stage |

| Activities | ✅ Timeline log with type filters, automatic audit trail |

| Dashboard | ✅ Live revenue stats, 12-month chart, conversion metrics |

### SCM

| Feature | Status |

|---|---|

| Suppliers | ✅ Supplier management, status tracking |

| Products | ✅ Product catalog with stock levels and reorder alerts |

| Purchase Requests | ✅ Request lifecycle management |

| Stock Movements | ✅ Inbound/outbound inventory tracking |

---

## Roadmap

### CRM

- [x] Lead CRUD with kanban and status pipeline

- [x] Lead-to-customer conversion with audit trail

- [x] Customer full CRUD

- [x] Deal pipeline with drag-and-drop stage management

- [x] Activities/timeline log

- [x] Dashboard with live revenue analytics

- [x] Automatic audit trail on all CRM mutations

- [ ] Lead scoring (Low / Medium / High / Hot)

- [ ] Customer segments / tags

- [ ] Deal probability % and weighted pipeline value

- [ ] Bulk lead import validation and error reporting

- [ ] Lead assignment between team members

- [ ] Deal close date notifications / overdue alerts

- [ ] Full-text search across leads, customers, deals

### Pipeline & Revenue

- [ ] Revenue forecast view

- [ ] Win/loss reason tracking

- [ ] Deal history log

- [ ] Duplicate lead detection on import

- [ ] Customer LTV calculation

### Notifications

- [ ] In-app notifications

- [ ] Email integration (SendGrid / Resend)

- [ ] Activity reminders

### Reporting

- [ ] CRM analytics (conversion funnel, lead source breakdown)

- [ ] Exportable reports (PDF / CSV)

- [ ] Team performance dashboard

### Auth

- [ ] Role-based field visibility

- [ ] Invite by email

- [ ] Password change and session management

- [ ] 2FA (TOTP)

---

## Architecture

### Repository Pattern

Services code against interfaces, not concrete classes. Swapping Firestore for Postgres means implementing the interface — no changes to service code.

```typescript

export interface ILeadRepository {

  findAll(): Promise;

  create(dto: CreateLeadDto, actorId?: string): Promise;

}

// Today

const repo = new FirestoreLeadRepository(db);

// Future

const repo = new PostgresLeadRepository(pgClient);

```

### Audit Trail

Every CRM mutation (create, update, delete, stage change) is logged automatically:

```

Lead "Acme Corp" (LD-042) created from source: referral.

Deal "Q3 Renewal" moved from "proposal" → "won".

Customer "TechBase Ltd" updated — status "inactive" → "active".

```

### Auth Flow

```

POST /api/auth/login → { token, user }

  → stored in Zustand (localStorage persist)

  → injected as Bearer token on every request

  → 401 auto-clears session + redirects to /login

```

---

## Deployment

```bash

# Docker

npm run docker:build

npm run docker:up

# PM2

npm run build

npm run start:pm2

```

---

## Scripts

| Script | Description |

|---|---|

| `npm run dev` | API + Vite dev servers in parallel |

| `npm run build` | Build frontend + bundle API |

| `npm run lint` | TypeScript type check |

| `npm run firebase:seed` | Seed Firestore with demo data |

| `npm run docker:up` | Start Docker containers |

| `npm run start:pm2` | Start with PM2 in cluster mode |

---

## Author

**Eduardo** — [@wardvisual](https://github.com/wardvisual)

## License

[MIT](./LICENSE) © 2025 Eduardo

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