Vyom-CRM

Imported from GitRockLee021/Vyom-CRM (AGENTS.md). Install upstream with npx skills add GitRockLee021/Vyom-CRM. Copyright stays with the author.

Vyom CRM — project memory

OPEN TASK (awaiting user) — pick this up next session

• SETTINGS-PAGE DESIGN PICK — the ONLY open item. A ready-to-open picker with 4 settings layouts (Pinboard cards / Ledger table / Kanban columns / Moodboard tiles) in our hand-drawn paper style + working picker JS + Caveat/Patrick Hand/Nunito fonts, fully self-contained, is at: file:///C:/Users/Admin/AppData/Local/Temp/opencode/settings-preview.html The user has NOT yet told me which layout to apply. Once they pick, rewrite client/src/pages/Settings.jsx to that layout (keep paper style — NOT watercolour; build was green on 5174/5001), npm.cmd run build, commit, push.
  • Copy base if regenerating anything: %TEMP%\opencode\services-page-preview.html (13,693 B, proven-good self-contained picker). FATAL session rule: the write tool truncates single payloads > ~14 KB — keep each write ≤ ~13.5 KB or write small parts and node-join (write-then-node <script.mjs> never mangles; inline node -e with $/backslashes DOES).
• WhatsApp Business integration is LIVE in the repo (committed 77abb79 + pushed → Render deployed). Meta-side STILL broken for the user: to actually send, they must create approved Meta templates matching exact param counts (5/4/3), add Access Token + Phone Number ID (Settings page), optionally a webhook for delivery status. Until approved, send errors with 400/429 in UI — that is NOT a code bug.

Standing context

• Remote: github.com/GitRockLee021/Vyom-CRM — Render auto-deploys on push to main → https://vyom-crm.onrender.com
• User tests UI on local dev server http://localhost:5174 (Vite). API dev server on :5001. (Ports 5173/5000 are also used by another local project — "Default Project" — so Vyom uses dedicated 5174/5001 to avoid collisions.)
• E2E/API tests run against a TEST Supabase (repo .env); Live DB is in Render env vars (never in repo).
• App shell uses inline SVG icons (Layout.jsx); other pages use Material Symbols font (convert if user reports missing icons).
• Services page refactor DONE + pushed (77abb79): ServicesSection/EMPTY_SERVICE moved from Settings.jsx → new client/src/pages/Services.jsx; route + nav (Services just above Settings); Settings.jsx cleaned (keeps EMPTY_SETTINGS + export default function Settings()); build green.