Ingram CRM

A local-first desktop CRM built for Ingram Micro. Replaces the cluttered existing tooling with a streamlined interface for managing customers, logging activities, tracking follow-ups and looking up invoices — all with offline support.

Tech Stack

• Framework: Next.js 14 + React 18 + TypeScript (strict)
• Desktop: Tauri v2 (SQLite for local storage, auto-updater)
• UI: Radix UI, Tailwind CSS, Framer Motion, CVA
• State: Zustand (persisted to localStorage)
• Auth: Azure MSAL (Microsoft Entra ID)
• Integrations: Dynamics 365, Xvantage CLS, Power Automate

Features

Feature	Description
Customer Management	View and filter customers synced from D365 with BCN, ARR, language, and cloud status
Activity Logging	Log meetings, visits, calls, and notes against customers
Follow-Up Tracking	Create tasks with due dates, track overdue/upcoming/completed
Invoice Lookup	Search customer invoices from Xvantage CLS
ARR Overview	Sortable/filterable customer table with Excel export
Contact Management	Linked contacts with priority contact resolution
Trainings	Track and manage training records linked to customers
Timeline	Unified chronological view of all activities per customer
Sync	Pull customer and training data from D365 and third-party APIs
Offline-First	Full functionality offline via local SQLite, syncs when connected

Getting Started

Prerequisites

• Node.js (v18+)
• pnpm
• Rust (for Tauri)

Install

pnpm install

Development

# Web only
pnpm dev

# Desktop app (Tauri)
pnpm tauri dev

Build

# Production desktop build
pnpm tauri build

Lint

pnpm lint

Project Structure

src/
├── app/                 Routes (customers, followups, invoices, arr-overview, sync, login)
├── components/          React components organized by feature
│   ├── ui/              Radix-based design system primitives
│   ├── customers/       Customer list, detail, filters
│   ├── activities/      Activity forms and timeline
│   ├── followups/       Follow-up cards, filters
│   ├── invoices/        Invoice search and display
│   ├── contacts/        Contact management
│   ├── trainings/       Training forms and lists
│   ├── timeline/        Unified activity timeline
│   ├── sync/            Sync panel UI
│   └── layout/          AppShell, AuthGuard, navigation
├── store/               Zustand stores (customer, activity, followUp, invoice, sync, auth, ui)
├── hooks/               Custom React hooks (data fetching, auth, online status, app updater)
├── lib/
│   ├── auth/            Azure MSAL configuration
│   ├── db/              SQLite queries and migrations (Tauri)
│   ├── api/             Invoice adapter, Xvantage auth
│   ├── sync/            D365, training, and Power Automate adapters
│   ├── mock/            Mock data for offline development
│   └── utils/           Offline detection, date helpers, country utils
└── types/               Shared TypeScript types

Versioning

Version is managed in package.json (single source of truth). Run pnpm sync-version to propagate to tauri.conf.json and Cargo.toml. Desktop updates are distributed via GitHub Releases (manual workflow_dispatch).