Initial version

.cursorrules

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+# Cursor Rules - Group 1: Development Philosophy & Coding Conventions
+1. Overall Architecture & Structure:
+   - Enforce a clear separation of concerns between the backend and the frontend:
+     - **Backend**: Use Express for routing, Passport for authentication, and Swagger for API documentation. Organize code into modules such as routes, services, and helpers.
+       - **Example**:
+         - Routes: `src/routes/auth.js` for authentication routes.
+         - Services: `src/services/auth.js` for authentication logic.
+         - Helpers: `src/helpers/wrapAsync.js` for wrapping asynchronous functions.
+     - **Frontend**: Use Next.js with React and TypeScript. Structure components using functional components, hooks, and layouts.
+       - **Example**:
+         - Pages: `pages/index.tsx` for the main page.
+         - Components: `components/Header.tsx` for the header component.
+         - Layouts: `layouts/MainLayout.tsx` for common page layouts.
+   - Ensure that backend modules and frontend components are organized for reusability and maintainability:
+     - **Backend**: Separate business logic into services and use middleware for common tasks.
+     - **Frontend**: Use reusable components and hooks to manage state and lifecycle.
+
+2. Coding Style & Formatting:
+   - For the backend (JavaScript):
+       • Use ES6+ features (const/let, arrow functions) consistently.
+       • Follow Prettier and ESLint configurations (e.g., consistent 2-space indentation, semicolons, and single quotes).
+       • Maintain clear asynchronous patterns with helper wrappers (e.g., wrapAsync).
+         - **Example from auth.js**:
+           ```javascript
+           router.post('/signin/local', wrapAsync(async (req, res) => {
+             const payload = await AuthService.signin(req.body.email, req.body.password, req);
+             res.status(200).send(payload);
+           }));
+           ```
+      • Document API endpoints with inline Swagger comments to ensure API clarity and consistency.
+         - **Example**:
+           ```javascript
+           /**
+            * @swagger
+            * /api/auth/signin:
+            *   post:
+            *     summary: Sign in a user
+            *     responses:
+            *       200:
+            *         description: Successful login
+            */
+           ```
+   - For the frontend (TypeScript/React):
+       • Use functional components with strict typing and separation of concerns.
+         - **Example**:
+           ```typescript
+           const Button: React.FC<{ onClick: () => void }> = ({ onClick }) => (
+             <button onClick={onClick}>Click me</button>
+           );
+           ```
+       • Follow naming conventions: PascalCase for components and types/interfaces, camelCase for variables, hooks, and function names.
+         - **Example**:
+           ```typescript
+           const useCustomHook = () => {
+             const [state, setState] = useState(false);
+             return [state, setState];
+           };
+           ```
+       • Utilize hooks (useEffect, useState) to manage state and lifecycle in a clear and concise manner.
+         - **Example**:
+           ```typescript
+           useEffect(() => {
+             console.log('Component mounted');
+           }, []);
+           ```
+
+3. Code Quality & Best Practices:
+   - Ensure code modularity by splitting complex logic into smaller, testable units.
+     - **Example**: In `auth.js`, routes are separated from business logic, which is handled in `AuthService`.
+   - Write self-documenting code and add comments where the logic is non-trivial.
+     - **Example**: Use descriptive function and variable names in `auth.js`, and add comments for complex asynchronous operations.
+   - Embrace declarative programming and adhere to SOLID principles.
+     - **Example**: In service functions, ensure each function has a single responsibility and dependencies are injected rather than hardcoded.
+
+4. Consistency & Tools Integration:
+   - Leverage existing tools like Prettier and ESLint to automatically enforce style and formatting rules.
+     - **Example**: Use `.prettierrc` and `.eslintrc.cjs` for configuration in your project.
+   - Use TypeScript in the frontend to ensure type safety and catch errors early.
+     - **Example**: Define interfaces and types in your React components to enforce strict typing.
+   - Maintain uniformity in API design and error handling strategies.
+     - **Example**: Consistently use Passport for authentication and a common error handling middleware in `auth.js`.
+
+## Group 2 – Naming Conventions
+1. File Naming and Structure:
+   • Frontend:
+     - Page Files: Use lower-case filenames (e.g., index.tsx) as prescribed by Next.js conventions.
+       - **Example**: `pages/index.tsx`, `pages/about.tsx`
+     - Component Files: Use PascalCase for React component files (e.g., WebSiteHeader.tsx, NavBar.tsx).
+       - **Example**: `components/Header.tsx`, `components/Footer.tsx`
+     - Directories: Use clear, descriptive names (e.g., 'pages', 'components', 'WebPageComponents').
+       - **Example**: `src/pages`, `src/components`
+   • Backend:
+     - Use lower-case filenames for modules (e.g., index.js, auth.js, projects.js).
+       - **Example**: `routes/auth.js`, `services/user.js`
+     - When needed, use hyphenation for clarity, but maintain consistency.
+       - **Example**: `helpers/wrap-async.js`
+
+2. Component and Module Naming:
+   • Frontend:
+     - React Components: Define components in PascalCase.
+     - TypeScript Interfaces/Types: Use PascalCase (e.g., WebSiteHeaderProps).
+   • Backend:
+     - Classes (if any) and constructors should be in PascalCase; most helper functions and modules use camelCase.
+
+3. Variable, Function, and Hook Naming:
+   • Use camelCase for variables and function names in both frontend and backend.
+     - **Example**:
+       ```javascript
+       const userName = 'John Doe';
+       function handleLogin() { ... }
+       ```
+   • Custom Hooks: Prefix with 'use' (e.g., useAuth, useForm).
+     - **Example**:
+       ```typescript
+       const useAuth = () => {
+         const [isAuthenticated, setIsAuthenticated] = useState(false);
+         return { isAuthenticated, setIsAuthenticated };
+       };
+       ```
+
+4. Consistency and Readability:
+   • Maintain uniform naming across the project to ensure clarity and ease of maintenance.
+     - **Example**: Use consistent naming conventions for variables, functions, and components, such as camelCase for variables and functions, and PascalCase for components.
+     - **Example**: In `auth.js`, ensure that all function names clearly describe their purpose, such as `handleLogin` or `validateUserInput`.
+
+## Group 3 – Frontend & React Best Practices
+1. Use of Functional Components & TypeScript:
+   • Build all components as functional components.
+     - **Example**:
+       ```typescript
+       const Header: React.FC = () => {
+         return <header>Header Content</header>;
+       };
+       ```
+   • Leverage TypeScript for static type checking and enforce strict prop and state types.
+     - **Example**:
+       ```typescript
+       interface ButtonProps {
+         onClick: () => void;
+       }
+       const Button: React.FC<ButtonProps> = ({ onClick }) => (
+         <button onClick={onClick}>Click me</button>
+       );
+       ```
+
+2. Effective Use of React Hooks:
+   • Utilize useState and useEffect appropriately with proper dependency arrays.
+     - **Example**:
+       ```typescript
+       const [count, setCount] = useState(0);
+       useEffect(() => {
+         console.log('Component mounted');
+       }, []);
+       ```
+   • Create custom hooks to encapsulate shared logic (e.g., useAppSelector).
+     - **Example**:
+       ```typescript
+       const useAuth = () => {
+         const [isAuthenticated, setIsAuthenticated] = useState(false);
+         return { isAuthenticated, setIsAuthenticated };
+       };
+       ```
+
+3. Component Composition & Separation of Concerns:
+   • Separate presentational (stateless) components from container components managing logic.
+     - **Example**: Use `LayoutGuest` to encapsulate common page structures.
+
+4. Code Quality & Readability:
+   • Maintain consistent formatting and adhere to Prettier and ESLint rules.
+   • Use descriptive names for variables, functions, and components.
+   • Document non-trivial logic with inline comments and consider implementing error boundaries where needed.
+   • New code must adhere to these conventions to avoid ambiguity.
+   • Use descriptive names that reflect the purpose and domain, avoiding abbreviations unless standard in the project.
+
+## Group 4 – Backend & API Guidelines
+1. API Endpoint Design & Documentation:
+   • Follow RESTful naming conventions; all route handlers should be named clearly and consistently.
+     - **Example**: Use verbs like `GET`, `POST`, `PUT`, `DELETE` to define actions, e.g., `GET /api/auth/me` to retrieve user info.
+   • Document endpoints with Swagger annotations to provide descriptions, expected request bodies, and response codes.
+     - **Example**:
+       ```javascript
+       /**
+        * @swagger
+        * /api/auth/signin:
+        *   post:
+        *     summary: Sign in a user
+        *     requestBody:
+        *       description: User credentials
+        *       content:
+        *         application/json:
+        *           schema:
+        *             $ref: "#/components/schemas/Auth"
+        *     responses:
+        *       200:
+        *         description: Successful login
+        *       400:
+        *         description: Invalid username/password supplied
+        */
+       ```
+   • Examples (for Auth endpoints):
+       - POST /api/auth/signin/local
+           • Description: Logs the user into the system.
+           • Request Body (application/json):
+               { "email": "admin@flatlogic.com", "password": "password" }
+           • Responses:
+               - 200: Successful login (returns token and user data).
+               - 400: Invalid username/password supplied.
+       - GET /api/auth/me
+           • Description: Retrieves current authorized user information.
+           • Secured via Passport JWT; uses req.currentUser.
+           • Responses:
+               - 200: Returns current user info.
+               - 400: Invalid credentials or missing user data.
+       - POST /api/auth/signup
+           • Description: Registers a new user.
+           • Request Body (application/json):
+               { "email": "admin@flatlogic.com", "password": "password" }
+           • Responses:
+               - 200: New user signed up successfully.
+               - 400: Invalid input supplied.
+               - 500: Server error.
+
+## Group 5 – Testing, Quality Assurance & Error Handling
+1. Testing Guidelines:
+   • Write unit tests for critical backend and frontend components using frameworks such as Jest, React Testing Library, and Mocha/Chai.
+     - **Example**:
+       ```javascript
+       test('should return user data', async () => {
+         const user = await getUserData();
+         expect(user).toHaveProperty('email');
+       });
+       ```
+   • Practice test-driven development and maintain high test coverage.
+   • Regularly update tests following changes in business logic.
+
+2. Quality Assurance:
+   • Enforce code quality with ESLint, Prettier, and static analysis tools.
+   • Integrate continuous testing workflows (CI/CD) to catch issues early.
+     - **Example**: Use GitHub Actions for automated testing and deployment.
+   • Ensure documentation is kept up-to-date with the implemented code.
+
+3. Error Handling:
+   • Back-end:
+       - Wrap asynchronous route handlers with a helper (e.g., wrapAsync) to capture errors.
+         - **Example**:
+           ```javascript
+           router.post('/signin', wrapAsync(async (req, res) => {
+             const user = await AuthService.signin(req.body);
+             res.send(user);
+           }));
+           ```
+       - Use centralized error handling middleware (e.g., commonErrorHandler) for uniform error responses.
+   • Front-end:
+       - Implement error boundaries in React to gracefully handle runtime errors.
+       - Display user-friendly error messages and log errors for further analysis.
+
+2. Authentication & Security:
+   • Protect endpoints by using Passport.js with JWT (e.g., passport.authenticate('jwt', { session: false })).
+     - **Example**:
+       ```javascript
+       router.get('/profile', passport.authenticate('jwt', { session: false }), (req, res) => {
+         res.send(req.user);
+       });
+       ```
+   • Ensure that secure routes check for existence of req.currentUser. If absent, return a ForbiddenError.
+
+3. Consistent Error Handling & Middleware Usage:
+   • Wrap asynchronous route handlers with helpers like wrapAsync for error propagation.
+   • Use centralized error handling middleware (e.g., commonErrorHandler) to capture and format errors uniformly.
+
+4. Modular Code Organization:
+   • Organize backend code into separate files for routes, services, and database access (e.g., auth.js, projects.js, tasks.js).
+   • Use descriptive, lowercase filenames for modules and routes.
+
+5. Endpoint Security Best Practices:
+   • Validate input data and sanitize requests where necessary.
+   • Restrict sensitive operations to authenticated users with proper role-based permissions.
+
+
+────────────────────────────────────────
+Group 6 – Accessibility, UI, and Styling Guidelines (Updated)
+────────────────────────────────────────
+1. Sidebar Styling:
+   • The sidebar is implemented in the authenticated layout via the AsideMenu component, with the actual element defined in AsideMenuLayer (located at frontend/src/components/AsideMenuLayer.tsx) as an <aside> element with id="asideMenu".
+     - **Example**:
+       ```css
+       #asideMenu {
+           background-color: #F8F4E1 !important;
+       }
+       ```
+   • When modifying sidebar styles, target #asideMenu and its child elements rather than generic selectors (e.g., avoid .app-sidebar) to ensure that the changes affect the actual rendered sidebar.
+   • Remove or override any conflicting background utilities (such as an unwanted bg-white) so our desired background color (#F8F4E1) is fully visible. Use a highly specific selector if necessary.
+   • Adjust spacing (padding/margins) at both the container (#asideMenu) and the individual menu item level to maintain a consistent, compact design.
+
+2. General Project Styling and Tailwind CSS Usage:
+   • The application leverages Tailwind CSS extensively, with core styling defined in _theme.css using the @apply directive. Any new modifications should follow this pattern to ensure consistency.
+     - **Example**:
+       ```css
+       .btn {
+           @apply bg-blue-500 text-white;
+       }
+       ```
+   • The themed blocks (like .theme-pink and .theme-green) standardize the UI's appearance. When applying custom overrides, ensure they integrate cleanly into these structures and avoid conflicts or circular dependency errors (e.g., issues when redefining utilities such as text-blue-600).
+   • Adjustments via Tailwind CSS generally require modifying class names in the components and ensuring that global overrides are applied in the correct order. Consistent use of design tokens and custom color codes (e.g., #F8F4E1) throughout the app is crucial to a cohesive design.
+   • Specificity is key. If a change isn't visually reflected as expected, inspect the rendered HTML to identify which classes are taking precedence.

.dockerignore

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+backend/node_modules
+frontend/node_modules
+frontend/build

.gitignore

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+node_modules/
+*/node_modules/
+*/build/

502.html

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+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>Service Starting</title>
+    <style>
+        body {
+            font-family: sans-serif;
+            display: flex;
+            flex-direction: column;
+            justify-content: center;
+            align-items: center;
+            min-height: 100vh;
+            background-color: #f4f4f4;
+            margin: 0;
+            padding: 20px;
+            box-sizing: border-box;
+        }
+        .container {
+            text-align: center;
+            padding: 30px;
+            background-color: #fff;
+            border-radius: 8px;
+            box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
+            margin-bottom: 20px;
+        }
+        h1 {
+            color: #333;
+            margin-bottom: 15px;
+        }
+        p {
+            color: #666;
+            font-size: 1.1em;
+            margin-bottom: 10px;
+        }
+        .tip {
+            color: #999;
+            font-size: 0.9em;
+            margin-bottom: 20px;
+        }
+        .loader-container {
+            display: flex;
+            justify-content: center;
+            width: 100%;
+            margin-top: 20px;
+        }
+        .loader {
+            border: 4px solid #f3f3f3; /* Light grey border */
+            border-top: 4px solid #3498db; /* Blue border */
+            border-radius: 50%;
+            width: 40px;
+            height: 40px;
+            animation: spin 2s linear infinite;
+        }
+        .hidden {
+            display: none;
+        }
+
+        @keyframes spin {
+            0% { transform: rotate(0deg); }
+            100% { transform: rotate(360deg); }
+        }
+    </style>
+</head>
+<body>
+<div class="container">
+    <h1 id="status-heading">Service is Starting</h1>
+    <p id="status-message">The application is currently launching.</p>
+    <p class="tip">The page will automatically refresh once the site is available.</p>
+    <div class="loader-container">
+        <div class="loader"></div>
+    </div>
+</div>
+
+<script>
+    function checkAvailability() {
+        fetch('/')
+            .then(response => {
+                if (response.ok) {
+                    window.location.reload();
+                } else {
+                    setTimeout(checkAvailability, 5000);
+                }
+            })
+            .catch(() => {
+                setTimeout(checkAvailability, 5000);
+            });
+    }
+    document.addEventListener('DOMContentLoaded', checkAvailability);
+</script>
+</body>
+</html>

Dockerfile

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+FROM node:20.15.1-alpine AS builder
+RUN apk add --no-cache git
+WORKDIR /app
+COPY frontend/package.json frontend/yarn.lock ./
+RUN yarn install --pure-lockfile
+COPY frontend .
+RUN yarn build
+
+FROM node:20.15.1-alpine
+WORKDIR /app
+COPY backend/package.json backend/yarn.lock ./
+RUN yarn install --pure-lockfile
+COPY backend .
+
+COPY --from=builder /app/build /app/public
+CMD ["yarn", "start"]
+

Dockerfile.dev

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+# Base image for Node.js dependencies
+FROM node:20.15.1-alpine AS frontend-deps
+RUN apk add --no-cache git
+WORKDIR /app/frontend
+COPY frontend/package.json frontend/yarn.lock ./
+RUN yarn install --pure-lockfile
+
+FROM node:20.15.1-alpine AS backend-deps
+RUN apk add --no-cache git
+WORKDIR /app/backend
+COPY backend/package.json backend/yarn.lock ./
+RUN yarn install --pure-lockfile
+
+FROM node:20.15.1-alpine AS app-shell-deps
+RUN apk add --no-cache git
+WORKDIR /app/app-shell
+COPY app-shell/package.json app-shell/yarn.lock ./
+RUN yarn install --pure-lockfile
+
+# Nginx setup and application build
+FROM node:20.15.1-alpine AS build
+RUN apk add --no-cache git nginx
+RUN apk add --no-cache lsof procps
+RUN yarn global add concurrently
+
+RUN mkdir -p /app/pids
+
+# Make sure to add yarn global bin to PATH
+ENV PATH /root/.yarn/bin:/root/.config/yarn/global/node_modules/.bin:$PATH
+
+# Copy dependencies
+WORKDIR /app
+COPY --from=frontend-deps /app/frontend /app/frontend
+COPY --from=backend-deps /app/backend /app/backend
+COPY --from=app-shell-deps /app/app-shell /app/app-shell
+
+COPY frontend /app/frontend
+COPY backend /app/backend
+COPY app-shell /app/app-shell
+COPY docker /app/docker
+
+# Copy Nginx configuration
+COPY nginx.conf /etc/nginx/nginx.conf
+
+# Copy custom error page
+COPY 502.html /usr/share/nginx/html/502.html
+
+# Change owner and permissions of the error page
+RUN chown nginx:nginx /usr/share/nginx/html/502.html && \
+    chmod 644 /usr/share/nginx/html/502.html
+
+# Copy all files from root to /app
+COPY . /app
+
+# Expose the port the app runs on
+EXPOSE 8080
+ENV NODE_ENV=dev_stage
+ENV FRONT_PORT=3001
+ENV BACKEND_PORT=3000
+ENV APP_SHELL_PORT=4000
+
+CMD ["sh", "-c", "\
+  yarn --cwd /app/frontend dev & echo $! > /app/pids/frontend.pid && \
+  yarn --cwd /app/backend start & echo $! > /app/pids/backend.pid && \
+  sleep 10 && nginx -g 'daemon off;' & \
+  NGINX_PID=$! && \
+  echo 'Waiting for backend (port 3000) to be available...' && \
+  while ! nc -z localhost ${BACKEND_PORT}; do \
+    sleep 2; \
+  done && \
+  echo 'Backend is up. Starting app_shell for Git check...' && \
+  yarn --cwd /app/app-shell start && \
+  wait $NGINX_PID"]

LICENSE

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+https://flatlogic.com/

README.md

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+
+
+# AI Business Automation Financial Advisor
+
+## This project was generated by [Flatlogic Platform](https://flatlogic.com).
+
+  - Frontend: [React.js](https://flatlogic.com/templates?framework%5B%5D=react&sort=default)
+
+  - Backend: [NodeJS](https://flatlogic.com/templates?backend%5B%5D=nodejs&sort=default)
+
+    <details><summary>Backend Folder Structure</summary>   
+
+    The generated application has the following backend folder structure: 
+
+    `src` folder which contains your working files that will be used later to create the build. The src folder contains folders as:
+
+      - `auth` - config the library for authentication and authorization;
+
+      - `db` - contains such folders as:
+
+        - `api` - documentation that is automatically generated by jsdoc or other tools;
+
+        - `migrations` - is a skeleton of the database or all the actions that users do with the database;
+
+        - `models`- what will represent the database for the backend;
+
+        - `seeders` -  the entity that creates the data for the database.
+
+      - `routes` - this folder would contain all the routes that you have created using Express Router and what they do would be exported from a Controller file;
+
+      - `services` - contains such folders as `emails` and `notifications`.   
+    </details> 
+
+  - Database: PostgreSQL
+
+  - app-shel: Core application framework that provides essential infrastructure services
+for the entire application.
+  -----------------------
+### We offer 2 ways how to start the project locally: by running Frontend and Backend or with Docker.
+-----------------------
+
+## To start the project:
+
+### Backend:
+
+> Please change current folder: `cd backend`
+
+#### Install local dependencies:
+`yarn install`
+
+  ------------
+
+#### Adjust local db:
+##### 1.  Install postgres:
+
+MacOS:
+
+`brew install postgres`
+
+    > if you don’t have ‘brew‘ please install it (https://brew.sh) and repeat step `brew install postgres`.
+
+Ubuntu:
+
+`sudo apt update`
+
+`sudo apt install postgresql postgresql-contrib`
+
+##### 2. Create db and admin user:
+Before run and test connection, make sure you have created a database as described in the above configuration. You can use the `psql` command to create a user and database.
+
+`psql postgres --u postgres`
+
+Next, type this command for creating a new user with password then give access for creating the database.
+
+`postgres-# CREATE ROLE admin WITH LOGIN PASSWORD 'admin_pass';`
+
+`postgres-# ALTER ROLE admin CREATEDB;`
+
+Quit `psql` then log in again using the new user that previously created.
+
+`postgres-# \q`
+
+`psql postgres -U admin`
+
+Type this command to creating a new database.
+
+`postgres=> CREATE DATABASE db_{your_project_name};`
+
+Then give that new user privileges to the new database then quit the `psql`.
+
+`postgres=> GRANT ALL PRIVILEGES ON DATABASE db_{your_project_name} TO admin;`
+
+`postgres=> \q`
+
+  ------------
+
+#### Create database:
+`yarn db:create`
+
+#### Start production build:
+`yarn start`
+
+### Frontend:
+
+> Please change current folder: `cd frontend`
+
+## To start the project with Docker:
+### Description:
+
+The project contains the **docker folder** and the `Dockerfile`.
+
+The `Dockerfile` is used to Deploy the project to Google Cloud.
+
+The **docker folder** contains a couple of helper scripts:
+
+- `docker-compose.yml` (all our services: web, backend, db are described here)
+- `start-backend.sh` (starts backend, but only after the database)
+- `wait-for-it.sh` (imported from https://github.com/vishnubob/wait-for-it)
+
+    > To avoid breaking the application, we recommend you don't edit the following files: everything that includes the **docker folder** and `Dokerfile`.
+
+## Run services:
+
+1. Install docker compose (https://docs.docker.com/compose/install/)
+
+2. Move to `docker` folder. All next steps should be done from this folder.
+
+   ``` cd docker ```
+
+3. Make executables from `wait-for-it.sh` and `start-backend.sh`:
+
+   ``` chmod +x start-backend.sh && chmod +x wait-for-it.sh ```
+
+4. Download dependend projects for services.
+
+5. Review the docker-compose.yml file. Make sure that all services have Dockerfiles. Only db service doesn't require a Dockerfile.
+
+6. Make sure you have needed ports (see them in `ports`) available on your local machine.
+
+7. Start services:
+
+   7.1. With an empty database `rm -rf data && docker-compose up`
+
+   7.2. With a stored (from previus runs) database data `docker-compose up`
+
+8. Check http://localhost:3000
+
+9. Stop services:
+
+   9.1. Just press `Ctr+C`
+
+## Most common errors:
+
+1. `connection refused`
+
+   There could be many reasons, but the most common are:
+
+  - The port is not open on the destination machine.
+
+  - The port is open on the destination machine, but its backlog of pending connections is full.
+
+  - A firewall between the client and server is blocking access (also check local firewalls).
+
+   After checking for firewalls and that the port is open, use telnet to connect to the IP/port to test connectivity. This removes any potential issues from your application.
+
+   ***MacOS:***
+
+   If you suspect that your SSH service might be down, you can run this command to find out:
+
+   `sudo service ssh status`
+
+   If the command line returns a status of down, then you’ve likely found the reason behind your connectivity error.
+
+   ***Ubuntu:***
+
+   Sometimes a connection refused error can also indicate that there is an IP address conflict on your network. You can search for possible IP conflicts by running:
+
+   `arp-scan -I eth0 -l | grep <ipaddress>`
+
+   `arp-scan -I eth0 -l | grep <ipaddress>`
+
+   and
+
+   `arping <ipaddress>`
+
+2. `yarn db:create` creates database with the assembled tables (on MacOS with Postgres database)
+
+   The workaround - put the next commands to your Postgres database terminal:
+
+   `DROP SCHEMA public CASCADE;`
+
+   `CREATE SCHEMA public;`
+
+   `GRANT ALL ON SCHEMA public TO postgres;`
+
+   `GRANT ALL ON SCHEMA public TO public;`
+
+   Afterwards, continue to start your project in the backend directory by running:
+
+   `yarn start`

app-shell/.eslintrc.cjs

@@ -0,0 +1,26 @@
+const globals = require('globals');
+
+module.exports = [
+  {
+    files: ['**/*.js', '**/*.ts', '**/*.tsx'],
+    languageOptions: {
+      ecmaVersion: 2021,
+      sourceType: 'module',
+      globals: {
+        ...globals.browser,
+        ...globals.node,
+      },
+      parser: '@typescript-eslint/parser',
+    },
+    plugins: ['@typescript-eslint'],
+    rules: {
+      'no-unused-vars': 'warn',
+      'no-console': 'off',
+      'indent': ['error', 2],
+      'quotes': ['error', 'single'],
+      'semi': ['error', 'always'],
+
+      '@typescript-eslint/no-unused-vars': 'warn',
+    },
+  },
+];

app-shell/.prettierrc

@@ -0,0 +1,11 @@
+{
+  "singleQuote": true,
+  "tabWidth": 2,
+  "printWidth": 80,
+  "trailingComma": "all",
+  "quoteProps": "as-needed",
+  "jsxSingleQuote": true,
+  "bracketSpacing": true,
+  "bracketSameLine": false,
+  "arrowParens": "always"
+}

app-shell/.sequelizerc

@@ -0,0 +1,7 @@
+const path = require('path');
+module.exports = {
+  "config": path.resolve("src", "db", "db.config.js"),
+  "models-path": path.resolve("src", "db", "models"),
+  "seeders-path": path.resolve("src", "db", "seeders"),
+  "migrations-path": path.resolve("src", "db", "migrations")
+};

app-shell/Dockerfile

@@ -0,0 +1,23 @@
+FROM node:20.15.1-alpine
+
+RUN apk update && apk add bash
+# Create app directory
+WORKDIR /usr/src/app
+
+# Install app dependencies
+# A wildcard is used to ensure both package.json AND package-lock.json are copied
+# where available (npm@5+)
+COPY package*.json ./
+
+RUN yarn install
+# If you are building your code for production
+# RUN npm ci --only=production
+
+
+# Bundle app source
+COPY . .
+
+
+EXPOSE 4000
+
+CMD [ "yarn", "start" ]

app-shell/README.md

@@ -0,0 +1,13 @@
+#test - template backend,
+
+#### Run App on local machine:
+
+##### Install local dependencies:
+
+- `yarn install`
+
+---
+
+##### Start build:
+
+- `yarn start`

app-shell/package.json

@@ -0,0 +1,42 @@
+{
+  "name": "app-shell",
+  "description": "app-shell",
+  "scripts": {
+    "start": "node ./src/index.js"
+  },
+  "dependencies": {
+    "@babel/parser": "^7.26.7",
+    "adm-zip": "^0.5.16",
+    "axios": "^1.6.7",
+    "bcrypt": "5.1.1",
+    "cors": "2.8.5",
+    "eslint": "^9.13.0",
+    "express": "4.18.2",
+    "formidable": "1.2.2",
+    "helmet": "4.1.1",
+    "json2csv": "^5.0.7",
+    "jsonwebtoken": "8.5.1",
+    "lodash": "4.17.21",
+    "moment": "2.30.1",
+    "multer": "^1.4.4",
+    "passport": "^0.7.0",
+    "passport-google-oauth2": "^0.2.0",
+    "passport-jwt": "^4.0.1",
+    "passport-microsoft": "^0.1.0",
+    "postcss": "^8.5.1",
+    "sequelize-json-schema": "^2.1.1",
+    "pg": "^8.13.3"
+  },
+  "engines": {
+    "node": ">=18"
+  },
+  "private": true,
+  "devDependencies": {
+    "@typescript-eslint/eslint-plugin": "^8.12.2",
+    "@typescript-eslint/parser": "^8.12.2",
+    "cross-env": "7.0.3",
+    "mocha": "8.1.3",
+    "nodemon": "^3.1.7",
+    "sequelize-cli": "6.6.2"
+  }
+}

app-shell/src/config.js

@@ -0,0 +1,16 @@
+
+
+const config = {
+  schema_encryption_key: process.env.SCHEMA_ENCRYPTION_KEY || '',
+
+  project_uuid: '8e2dc767-0f5a-4b1b-bf06-a6a8384157fb',
+  flHost: process.env.NODE_ENV === 'production' ? 'https://flatlogic.com/projects' : 'http://localhost:3000/projects',
+
+  gitea_domain: process.env.GITEA_DOMAIN || 'gitea.flatlogic.app',
+  gitea_username: process.env.GITEA_USERNAME || 'admin',
+  gitea_api_token: process.env.GITEA_API_TOKEN || null,
+  github_repo_url: process.env.GITHUB_REPO_URL || null,
+  github_token: process.env.GITHUB_TOKEN || null,
+};
+
+module.exports = config;

app-shell/src/helpers.js

@@ -0,0 +1,23 @@
+const jwt = require('jsonwebtoken');
+const config = require('./config');
+
+module.exports = class Helpers {
+  static wrapAsync(fn) {
+    return function (req, res, next) {
+      fn(req, res, next).catch(next);
+    };
+  }
+
+  static commonErrorHandler(error, req, res, next) {
+    if ([400, 403, 404].includes(error.code)) {
+      return res.status(error.code).send(error.message);
+    }
+
+    console.error(error);
+    return res.status(500).send(error.message);
+  }
+
+  static jwtSign(data) {
+    return jwt.sign(data, config.secret_key, { expiresIn: '6h' });
+  }
+};

app-shell/src/index.js

@@ -0,0 +1,54 @@
+const express = require('express');
+const cors = require('cors');
+const app = express();
+const bodyParser = require('body-parser');
+const checkPermissions = require('./middlewares/check-permissions');
+const modifyPath = require('./middlewares/modify-path');
+const VCS = require('./services/vcs');
+
+const executorRoutes = require('./routes/executor');
+const vcsRoutes = require('./routes/vcs');
+
+// Function to initialize the Git repository
+function initRepo() {
+    const projectId = '31046';
+    return VCS.initRepo(projectId);
+}
+
+// Start the Express app on APP_SHELL_PORT (4000)
+function startServer() {
+    const PORT = 4000;
+    app.listen(PORT, () => {
+        console.log(`Listening on port ${PORT}`);
+    });
+}
+
+// Run Git check after the server is up
+function runGitCheck() {
+    initRepo()
+      .then(result => {
+          console.log(result?.message ? result.message : result);
+          // Here you can add additional logic if needed
+      })
+      .catch(err => {
+          console.error('Error during repo initialization:', err);
+          // Optionally exit the process if Git check is critical:
+          // process.exit(1);
+      });
+}
+
+app.use(cors({ origin: true }));
+app.use(bodyParser.json());
+app.use(checkPermissions);
+app.use(modifyPath);
+
+app.use('/executor', executorRoutes);
+app.use('/vcs', vcsRoutes);
+
+// Start the app_shell server
+startServer();
+
+// Now perform Git check
+runGitCheck();
+
+module.exports = app;

app-shell/src/middlewares/check-permissions.js

@@ -0,0 +1,17 @@
+const config = require('../config');
+
+function checkPermissions(req, res, next) {
+  const project_uuid = config.project_uuid;
+  const requiredHeader = 'X-Project-UUID';
+  const headerValue = req.headers[requiredHeader.toLowerCase()];
+  // Logging whatever request we're getting
+  console.log('Request:', req.url, req.method, req.body, req.headers);
+
+  if (headerValue && headerValue === project_uuid) {
+    next();
+  } else {
+    res.status(403).send({ error: 'Stop right there, criminal scum! Your project UUID is invalid or missing.' });
+  }
+}
+
+module.exports = checkPermissions;

app-shell/src/middlewares/modify-path.js

@@ -0,0 +1,8 @@
+function modifyPath(req, res, next) {
+    if (req.body && req.body.path) {
+      req.body.path = '../../../' + req.body.path;
+    }
+    next();
+  }
+  
+module.exports = modifyPath;

app-shell/src/routes/executor.js

@@ -0,0 +1,312 @@
+const express = require('express');
+const multer = require('multer');
+const upload = multer({ dest: 'uploads/' });
+const fs = require('fs');
+
+const ExecutorService = require('../services/executor');
+
+const wrapAsync = require('../helpers').wrapAsync;
+
+const router = express.Router();
+
+router.post(
+    '/read_project_tree',
+    wrapAsync(async (req, res) => {
+        const { path } = req.body;
+        const tree = await ExecutorService.readProjectTree(path);
+        res.status(200).send(tree);
+    }),
+);
+
+router.post(
+    '/read_file',
+    wrapAsync(async (req, res) => {
+        const { path, showLines } = req.body;
+        const content = await ExecutorService.readFileContents(path, showLines);
+        res.status(200).send(content);
+    }),
+);
+
+router.post(
+    '/count_file_lines',
+    wrapAsync(async (req, res) => {
+        const { path } = req.body;
+        const content = await ExecutorService.countFileLines(path);
+        res.status(200).send(content);
+    }),
+);
+
+// router.post(
+//     '/read_file_header',
+//     wrapAsync(async (req, res) => {
+//         const { path, N } = req.body;
+//         try {
+//             const header = await ExecutorService.readFileHeader(path, N);
+//             res.status(200).send(header);
+//         } catch (error) {
+//             res.status(500).send({
+//                 error: true,
+//                 message: error.message,
+//                 details: error.details || error.stack,
+//                 validation: error.validation
+//             });
+//         }
+//     }),
+// );
+
+router.post(
+    '/read_file_line_context',
+    wrapAsync(async (req, res) => {
+        const { path, lineNumber, windowSize, showLines } = req.body;
+        try {
+            const context = await ExecutorService.readFileLineContext(path, lineNumber, windowSize, showLines);
+            res.status(200).send(context);
+        } catch (error) {
+            res.status(500).send({
+                error: true,
+                message: error.message,
+                details: error.details || error.stack,
+                validation: error.validation
+            });
+        }
+    }),
+);
+
+router.post(
+    '/write_file',
+    wrapAsync(async (req, res) => {
+        const { path, fileContents, comment } = req.body;
+        try {
+            await ExecutorService.writeFile(path, fileContents, comment);
+            res.status(200).send({ message: 'File written successfully' });
+        } catch (error) {
+            res.status(500).send({
+                error: true,
+                message: error.message,
+                details: error.details || error.stack,
+                validation: error.validation
+            });
+        }
+    }),
+);
+
+router.post(
+    '/insert_file_content',
+    wrapAsync(async (req, res) => {
+        const { path, lineNumber, newContent, message } = req.body;
+        try {
+            await ExecutorService.insertFileContent(path, lineNumber, newContent, message);
+            res.status(200).send({ message: 'File written successfully' });
+        } catch (error) {
+            res.status(500).send({
+                error: true,
+                message: error.message,
+                details: error.details || error.stack,
+                validation: error.validation
+            });
+        }
+    }),
+);
+
+router.post(
+    '/replace_file_line',
+    wrapAsync(async (req, res) => {
+        const { path, lineNumber, newText } = req.body;
+        try {
+            const result = await ExecutorService.replaceFileLine(path, lineNumber, newText);
+            res.status(200).send(result);
+        } catch (error) {
+            res.status(500).send({
+                error: true,
+                message: error.message,
+                details: error.details || error.stack,
+                validation: error.validation
+            });
+        }
+    }),
+);
+router.post(
+    '/replace_file_chunk',
+    wrapAsync(async (req, res) => {
+        const { path, startLine, endLine, newCode } = req.body;
+        try {
+            const result = await ExecutorService.replaceFileChunk(path, startLine, endLine, newCode);
+            res.status(200).send(result);
+        } catch (error) {
+            res.status(500).send({
+                error: true,
+                message: error.message,
+                details: error.details || error.stack,
+                validation: error.validation
+            });
+        }
+    }),
+);
+
+router.post(
+    '/delete_file_lines',
+    wrapAsync(async (req, res) => {
+        const { path, startLine, endLine, message } = req.body;
+        try {
+            const result = await ExecutorService.deleteFileLines(path, startLine, endLine, message);
+            res.status(200).send(result);
+        } catch (error) {
+            res.status(500).send({
+                error: true,
+                message: error.message,
+                details: error.details || error.stack,
+                validation: error.validation
+            });
+        }
+    }),
+);
+
+router.post(
+    '/validate_file',
+    wrapAsync(async (req, res) => {
+        const { path } = req.body;
+        try {
+            const validationResult = await ExecutorService.validateFile(path);
+            res.status(200).send({ validationResult });
+        } catch (error) {
+            res.status(500).send({
+                error: true,
+                message: error.message,
+                details: error.details || error.stack,
+                validation: error.validation
+            });
+        }
+    }),
+);
+
+
+router.post(
+  '/check_frontend_runtime_error',
+  wrapAsync(async (req, res) => {
+    try {
+      const result =  await ExecutorService.checkFrontendRuntimeLogs();
+      res.status(200).send(result);
+    } catch (error) {
+      res.status(500).send({ error: error });
+    }
+  }),
+);
+
+
+router.post(
+    '/replace_code_block',
+    wrapAsync(async (req, res) => {
+        const {path, oldCode, newCode, message} = req.body;
+        try {
+            const response = await ExecutorService.replaceCodeBlock(path, oldCode, newCode, message);
+            res.status(200).send(response);
+        } catch (error) {
+            res.status(500).send({
+                error: true,
+                message: error.message,
+                details: error.details || error.stack,
+                validation: error.validation
+            })
+        }
+    })
+)
+
+router.post('/update_project_files_from_scheme',
+    upload.single('file'), // 'file' - name of the field in the form
+    async (req, res) => {
+        console.log('Request received');
+        console.log('Headers:', req.headers);
+        if (!req.file) {
+            return res.status(400).json({ error: 'No file uploaded' });
+        }
+
+        console.log('File info:', {
+            originalname: req.file.originalname,
+            path: req.file.path,
+            size: req.file.size,
+            mimetype: req.file.mimetype
+        });
+
+        try {
+            console.log('Starting update process...');
+            const result = await ExecutorService.updateProjectFilesFromScheme(req.file.path);
+            console.log('Update completed, result:', result);
+
+            console.log('Removing temp file...');
+            fs.unlinkSync(req.file.path);
+            console.log('Temp file removed');
+
+            console.log('Sending response...');
+            return res.json(result);
+        } catch (error) {
+            console.error('Error in route handler:', error);
+            if (req.file) {
+                try {
+                    fs.unlinkSync(req.file.path);
+                    console.log('Temp file removed after error');
+                } catch (unlinkError) {
+                    console.error('Error removing temp file:', unlinkError);
+                }
+            }
+            console.error('Update project files error:', error);
+            return res.status(500).json({
+                error: error.message,
+                stack: process.env.NODE_ENV === 'development' ? error.stack : undefined
+            });
+        }
+    }
+);
+
+router.post(
+    '/get_db_schema',
+    wrapAsync(async (req, res) => {
+        try {
+
+            const jsonSchema = await ExecutorService.getDBSchema();
+            res.status(200).send({ jsonSchema });
+        } catch (error) {
+            res.status(500).send({ error: error });
+        }
+    }),
+);
+
+router.post(
+    '/execute_sql',
+    wrapAsync(async (req, res) => {
+        try {
+            const { query } = req.body;
+            const result =  await ExecutorService.executeSQL(query);
+            res.status(200).send(result);
+        } catch (error) {
+            res.status(500).send({ error: error });
+        }
+    }),
+);
+
+router.post(
+    '/search_files',
+    wrapAsync(async (req, res) => {
+        try {
+            const { searchStrings } = req.body;
+
+            if (
+                typeof searchStrings !== 'string' &&
+                !(
+                    Array.isArray(searchStrings) &&
+                    searchStrings.every(item => typeof item === 'string')
+                )
+            ) {
+                return res.status(400).send({ error: 'searchStrings must be a string or an array of strings' });
+            }
+
+            const result = await ExecutorService.searchFiles(searchStrings);
+            res.status(200).send(result);
+        } catch (error) {
+            res.status(500).send({ error: error.message });
+        }
+    }),
+);
+
+router.use('/', require('../helpers').commonErrorHandler);
+
+module.exports = router;

app-shell/src/routes/vcs.js

@@ -0,0 +1,40 @@
+const express = require('express');
+const wrapAsync = require('../helpers').wrapAsync; // Ваша обёртка для обработки асинхронных маршрутов
+const VSC = require('../services/vcs');
+const router = express.Router();
+
+router.post('/init', wrapAsync(async (req, res) => {
+    const result = await VSC.initRepo();
+    res.status(200).send(result);
+}));
+
+router.post('/commit', wrapAsync(async (req, res) => {
+    const { message, files, dev_schema } = req.body;
+    const result = await VSC.commitChanges(message, files, dev_schema);
+    res.status(200).send(result);
+}));
+
+router.post('/log', wrapAsync(async (req, res) => {
+    const result = await VSC.getLog();
+    res.status(200).send(result);
+}));
+
+router.post('/rollback', wrapAsync(async (req, res) => {
+    const { ref } = req.body;
+    // const result = await VSC.checkout(ref);
+    const result = await VSC.revert(ref);
+    res.status(200).send(result);
+}));
+
+router.post('/sync-to-stable', wrapAsync(async (req, res) => {
+    const result = await VSC.mergeDevIntoMaster();
+    res.status(200).send(result);
+}));
+
+router.post('/reset-dev', wrapAsync(async (req, res) => {
+    const result = await VSC.resetDevBranch();
+    res.status(200).send(result);
+}));
+
+router.use('/', require('../helpers').commonErrorHandler);
+module.exports = router;

app-shell/src/services/database.js

@@ -0,0 +1,88 @@
+// Database.js
+const { Client } = require('pg');
+const config = require('../../../backend/src/db/db.config');
+
+const env = process.env.NODE_ENV || 'development';
+const dbConfig = config[env];
+
+class Database {
+    constructor() {
+        this.client = new Client({
+            user: dbConfig.username,
+            password: dbConfig.password,
+            database: dbConfig.database,
+            host: dbConfig.host,
+            port: dbConfig.port
+        });
+
+        // Connect once, reuse the client
+        this.client.connect().catch(err => {
+            console.error('Error connecting to the database:', err);
+            throw err;
+        });
+    }
+
+    async executeSQL(query) {
+        try {
+            const result = await this.client.query(query);
+            return {
+                success: true,
+                rows: result.rows
+            };
+        } catch (error) {
+            console.error('Error executing query:', error);
+            throw error;
+        }
+    }
+
+    // Method to fetch simple table/column info from 'information_schema'
+    // (You can expand this to handle constraints, indexes, etc.)
+    async getDBSchema(schemaName = 'public') {
+        try {
+            const tableQuery = `
+                SELECT table_name
+                FROM information_schema.tables
+                WHERE table_schema = $1
+                  AND table_type = 'BASE TABLE'
+                ORDER BY table_name
+              `;
+
+            const columnQuery = `
+                SELECT table_name, column_name, data_type, is_nullable
+                FROM information_schema.columns
+                WHERE table_schema = $1
+                ORDER BY table_name, ordinal_position
+              `;
+
+            const [tablesResult, columnsResult] = await Promise.all([
+                this.client.query(tableQuery, [schemaName]),
+                this.client.query(columnQuery, [schemaName]),
+            ]);
+
+            // Build a simple schema object:
+            const tables = tablesResult.rows.map(row => row.table_name);
+            const columnsByTable = {};
+
+            columnsResult.rows.forEach(row => {
+                const { table_name, column_name, data_type, is_nullable } = row;
+                if (!columnsByTable[table_name]) columnsByTable[table_name] = [];
+                columnsByTable[table_name].push({ column_name, data_type, is_nullable });
+            });
+
+            // Combine tables with their columns
+            return tables.map(table => ({
+                table,
+                columns: columnsByTable[table] || [],
+            }));
+        } catch (error) {
+            console.error('Error fetching schema:', error);
+            throw error;
+        }
+    }
+
+    async close() {
+        await this.client.end();
+    }
+}
+
+module.exports = new Database();

app-shell/src/services/notifications/errors/forbidden.js

@@ -0,0 +1,16 @@
+const { getNotification, isNotification } = require('../helpers');
+
+module.exports = class ForbiddenError extends Error {
+  constructor(messageCode) {
+    let message;
+
+    if (messageCode && isNotification(messageCode)) {
+      message = getNotification(messageCode);
+    }
+
+    message = message || getNotification('errors.forbidden.message');
+
+    super(message);
+    this.code = 403;
+  }
+};

app-shell/src/services/notifications/errors/validation.js

@@ -0,0 +1,16 @@
+const { getNotification, isNotification } = require('../helpers');
+
+module.exports = class ValidationError extends Error {
+  constructor(messageCode) {
+    let message;
+
+    if (messageCode && isNotification(messageCode)) {
+      message = getNotification(messageCode);
+    }
+
+    message = message || getNotification('errors.validation.message');
+
+    super(message);
+    this.code = 400;
+  }
+};

app-shell/src/services/notifications/helpers.js

@@ -0,0 +1,30 @@
+const _get = require('lodash/get');
+const errors = require('./list');
+
+function format(message, args) {
+  if (!message) {
+    return null;
+  }
+
+  return message.replace(/{(\d+)}/g, function (match, number) {
+    return typeof args[number] != 'undefined' ? args[number] : match;
+  });
+}
+
+const isNotification = (key) => {
+  const message = _get(errors, key);
+  return !!message;
+};
+
+const getNotification = (key, ...args) => {
+  const message = _get(errors, key);
+
+  if (!message) {
+    return key;
+  }
+
+  return format(message, args);
+};
+
+exports.getNotification = getNotification;
+exports.isNotification = isNotification;

app-shell/src/services/notifications/list.js

@@ -0,0 +1,100 @@
+const errors = {
+  app: {
+    title: 'test',
+  },
+
+  auth: {
+    userDisabled: 'Your account is disabled',
+    forbidden: 'Forbidden',
+    unauthorized: 'Unauthorized',
+    userNotFound: `Sorry, we don't recognize your credentials`,
+    wrongPassword: `Sorry, we don't recognize your credentials`,
+    weakPassword: 'This password is too weak',
+    emailAlreadyInUse: 'Email is already in use',
+    invalidEmail: 'Please provide a valid email',
+    passwordReset: {
+      invalidToken: 'Password reset link is invalid or has expired',
+      error: `Email not recognized`,
+    },
+    passwordUpdate: {
+      samePassword: `You can't use the same password. Please create new password`,
+    },
+    userNotVerified: `Sorry, your email has not been verified yet`,
+    emailAddressVerificationEmail: {
+      invalidToken: 'Email verification link is invalid or has expired',
+      error: `Email not recognized`,
+    },
+  },
+
+  iam: {
+    errors: {
+      userAlreadyExists: 'User with this email already exists',
+      userNotFound: 'User not found',
+      disablingHimself: `You can't disable yourself`,
+      revokingOwnPermission: `You can't revoke your own owner permission`,
+      deletingHimself: `You can't delete yourself`,
+      emailRequired: 'Email is required',
+    },
+  },
+
+  importer: {
+    errors: {
+      invalidFileEmpty: 'The file is empty',
+      invalidFileExcel: 'Only excel (.xlsx) files are allowed',
+      invalidFileUpload:
+        'Invalid file. Make sure you are using the last version of the template.',
+      importHashRequired: 'Import hash is required',
+      importHashExistent: 'Data has already been imported',
+      userEmailMissing: 'Some items in the CSV do not have an email',
+    },
+  },
+
+  errors: {
+    forbidden: {
+      message: 'Forbidden',
+    },
+    validation: {
+      message: 'An error occurred',
+    },
+    searchQueryRequired: {
+      message: 'Search query is required',
+    },
+  },
+
+  emails: {
+    invitation: {
+      subject: `You've been invited to {0}`,
+      body: `    
+        <p>Hello,</p>
+        <p>You've been invited to {0} set password for your {1} account.</p>
+        <p><a href='{2}'>{2}</a></p>
+        <p>Thanks,</p>
+        <p>Your {0} team</p>
+      `,
+    },
+    emailAddressVerification: {
+      subject: `Verify your email for {0}`,
+      body: `
+        <p>Hello,</p>
+        <p>Follow this link to verify your email address.</p>
+        <p><a href='{0}'>{0}</a></p>
+        <p>If you didn't ask to verify this address, you can ignore this email.</p>
+        <p>Thanks,</p>
+        <p>Your {1} team</p>
+      `,
+    },
+    passwordReset: {
+      subject: `Reset your password for {0}`,
+      body: `
+        <p>Hello,</p>
+        <p>Follow this link to reset your {0} password for your {1} account.</p>
+        <p><a href='{2}'>{2}</a></p>
+        <p>If you didn't ask to reset your password, you can ignore this email.</p>
+        <p>Thanks,</p>
+        <p>Your {0} team</p>
+      `,
+    },
+  },
+};
+
+module.exports = errors;

app-shell/src/services/project-events.js

@@ -0,0 +1,67 @@
+const axios = require('axios');
+const config = require('../config.js');
+
+class ProjectEventsService {
+    /**
+     * Sends a project event to the Rails backend
+     *
+     * @param {string} eventType - Type of the event
+     * @param {object} payload - Event payload data
+     * @param {object} options - Additional options
+     * @param {string} [options.conversationId] - Optional conversation ID
+     * @param {boolean} [options.isError=false] - Whether this is an error event
+     * @returns {Promise<object>} - Response from the webhook
+     */
+    static async sendEvent(eventType, payload = {}, options = {}) {
+        try {
+            console.log(`[DEBUG] Sending project event: ${eventType}`);
+
+            const webhookUrl = `https://flatlogic.com/projects/events_webhook`;
+
+            // Prepare the event data
+            const eventData = {
+                project_uuid: config.project_uuid,
+                event_type: eventType,
+                payload: {
+                    ...payload,
+                    message: `[APP] ${payload.message}`,
+                    is_error: options.isError || false,
+                    system_message: true,
+                    is_command_info: true
+                }
+            };
+
+            // Add conversation ID if provided
+            if (options.conversationId) {
+                eventData.conversation_id = options.conversationId;
+            }
+
+            const headers = {
+                'Content-Type': 'application/json',
+                'x-project-uuid': config.project_uuid
+            };
+
+            console.log(`[DEBUG] Event data: ${JSON.stringify(eventData)}`);
+
+            const response = await axios.post(webhookUrl, eventData, { headers });
+
+            console.log(`[DEBUG] Event sent successfully, status: ${response.status}`);
+            return response.data;
+        } catch (error) {
+            console.error(`[ERROR] Failed to send project event: ${error.message}`);
+            if (error.response) {
+                console.error(`[ERROR] Response status: ${error.response.status}`);
+                console.error(`[ERROR] Response data: ${JSON.stringify(error.response.data)}`);
+            }
+
+            // Don't throw the error, just return a failed status
+            // This prevents errors in the event service from breaking app functionality
+            return {
+                success: false,
+                error: error.message
+            };
+        }
+    }
+}
+
+module.exports = ProjectEventsService;

backend/.prettierrc

@@ -0,0 +1,11 @@
+{
+  "singleQuote": true,
+  "tabWidth": 2,
+  "printWidth": 80,
+  "trailingComma": "all",
+  "quoteProps": "as-needed",
+  "jsxSingleQuote": true,
+  "bracketSpacing": true,
+  "bracketSameLine": false,
+  "arrowParens": "always"
+}

backend/.sequelizerc

@@ -0,0 +1,7 @@
+const path = require('path');
+module.exports = {
+  "config": path.resolve("src", "db", "db.config.js"),
+  "models-path": path.resolve("src", "db", "models"),
+  "seeders-path": path.resolve("src", "db", "seeders"),
+  "migrations-path": path.resolve("src", "db", "migrations")
+};

backend/Dockerfile

@@ -0,0 +1,23 @@
+FROM node:20.15.1-alpine
+
+RUN apk update && apk add bash
+# Create app directory
+WORKDIR /usr/src/app
+
+# Install app dependencies
+# A wildcard is used to ensure both package.json AND package-lock.json are copied
+# where available (npm@5+)
+COPY package*.json ./
+
+RUN yarn install
+# If you are building your code for production
+# RUN npm ci --only=production
+
+
+# Bundle app source
+COPY . .
+
+
+EXPOSE 8080
+
+CMD [ "yarn", "start" ]

backend/README.md

@@ -0,0 +1,67 @@
+#AI Business Automation Financial Advisor - template backend,
+
+#### Run App on local machine:
+
+##### Install local dependencies:
+
+- `yarn install`
+
+---
+
+##### Adjust local db:
+
+###### 1. Install postgres:
+
+- MacOS:
+
+  - `brew install postgres`
+
+- Ubuntu:
+  - `sudo apt update`
+  - `sudo apt install postgresql postgresql-contrib`
+
+###### 2. Create db and admin user:
+
+- Before run and test connection, make sure you have created a database as described in the above configuration. You can use the `psql` command to create a user and database.
+
+  - `psql postgres --u postgres`
+
+- Next, type this command for creating a new user with password then give access for creating the database.
+
+  - `postgres-# CREATE ROLE admin WITH LOGIN PASSWORD 'admin_pass';`
+  - `postgres-# ALTER ROLE admin CREATEDB;`
+
+- Quit `psql` then log in again using the new user that previously created.
+
+  - `postgres-# \q`
+  - `psql postgres -U admin`
+
+- Type this command to creating a new database.
+
+  - `postgres=> CREATE DATABASE db_ai_business_automation_financial_advisor;`
+
+- Then give that new user privileges to the new database then quit the `psql`.
+  - `postgres=> GRANT ALL PRIVILEGES ON DATABASE db_ai_business_automation_financial_advisor TO admin;`
+  - `postgres=> \q`
+
+---
+
+#### Api Documentation (Swagger)
+
+http://localhost:8080/api-docs (local host)
+
+http://host_name/api-docs
+
+---
+
+##### Setup database tables or update after schema change
+
+- `yarn db:migrate`
+
+##### Seed the initial data (admin accounts, relevant for the first setup):
+
+- `yarn db:seed`
+
+##### Start build:
+
+- `yarn start`

backend/package.json

@@ -0,0 +1,53 @@
+{
+  "name": "aibusinessautomationfinancialadvisor",
+  "description": "AI Business Automation Financial Advisor - template backend",
+  "scripts": {
+    "start": "npm run db:migrate && npm run db:seed && npm run watch",
+    "db:migrate": "sequelize-cli db:migrate",
+    "db:seed": "sequelize-cli db:seed:all",
+    "db:drop": "sequelize-cli db:drop",
+    "db:create": "sequelize-cli db:create",
+    "watch": "node watcher.js"
+  },
+  "dependencies": {
+    "@google-cloud/storage": "^5.18.2",
+    "axios": "^1.6.7",
+    "bcrypt": "5.1.1",
+    "chokidar": "^4.0.3",
+    "cors": "2.8.5",
+    "csv-parser": "^3.0.0",
+    "express": "4.18.2",
+    "formidable": "1.2.2",
+    "helmet": "4.1.1",
+    "json2csv": "^5.0.7",
+    "jsonwebtoken": "8.5.1",
+    "lodash": "4.17.21",
+    "moment": "2.30.1",
+    "multer": "^1.4.4",
+    "mysql2": "2.2.5",
+    "nodemailer": "6.9.9",
+    "passport": "^0.7.0",
+    "passport-google-oauth2": "^0.2.0",
+    "passport-jwt": "^4.0.1",
+    "passport-microsoft": "^0.1.0",
+    "pg": "8.4.1",
+    "pg-hstore": "2.3.4",
+    "sequelize": "6.35.2",
+    "sequelize-json-schema": "^2.1.1",
+    "sqlite": "4.0.15",
+    "swagger-jsdoc": "^6.2.8",
+    "swagger-ui-express": "^5.0.0",
+    "tedious": "^18.2.4"
+  },
+  "engines": {
+    "node": ">=18"
+  },
+  "private": true,
+  "devDependencies": {
+    "cross-env": "7.0.3",
+    "mocha": "8.1.3",
+    "node-mocks-http": "1.9.0",
+    "nodemon": "2.0.5",
+    "sequelize-cli": "6.6.2"
+  }
+}

backend/src/auth/auth.js

@@ -0,0 +1,79 @@
+const config = require('../config');
+const providers = config.providers;
+const helpers = require('../helpers');
+const db = require('../db/models');
+
+const passport = require('passport');
+const JWTstrategy = require('passport-jwt').Strategy;
+const ExtractJWT = require('passport-jwt').ExtractJwt;
+const GoogleStrategy = require('passport-google-oauth2').Strategy;
+const MicrosoftStrategy = require('passport-microsoft').Strategy;
+const UsersDBApi = require('../db/api/users');
+
+passport.use(
+  new JWTstrategy(
+    {
+      passReqToCallback: true,
+      secretOrKey: config.secret_key,
+      jwtFromRequest: ExtractJWT.fromAuthHeaderAsBearerToken(),
+    },
+    async (req, token, done) => {
+      try {
+        const user = await UsersDBApi.findBy({ email: token.user.email });
+
+        if (user && user.disabled) {
+          return done(new Error(`User '${user.email}' is disabled`));
+        }
+
+        req.currentUser = user;
+
+        return done(null, user);
+      } catch (error) {
+        done(error);
+      }
+    },
+  ),
+);
+
+passport.use(
+  new GoogleStrategy(
+    {
+      clientID: config.google.clientId,
+      clientSecret: config.google.clientSecret,
+      callbackURL: config.apiUrl + '/auth/signin/google/callback',
+      passReqToCallback: true,
+    },
+    function (request, accessToken, refreshToken, profile, done) {
+      socialStrategy(profile.email, profile, providers.GOOGLE, done);
+    },
+  ),
+);
+
+passport.use(
+  new MicrosoftStrategy(
+    {
+      clientID: config.microsoft.clientId,
+      clientSecret: config.microsoft.clientSecret,
+      callbackURL: config.apiUrl + '/auth/signin/microsoft/callback',
+      passReqToCallback: true,
+    },
+    function (request, accessToken, refreshToken, profile, done) {
+      const email = profile._json.mail || profile._json.userPrincipalName;
+      socialStrategy(email, profile, providers.MICROSOFT, done);
+    },
+  ),
+);
+
+function socialStrategy(email, profile, provider, done) {
+  db.users
+    .findOrCreate({ where: { email, provider } })
+    .then(([user, created]) => {
+      const body = {
+        id: user.id,
+        email: user.email,
+        name: profile.displayName,
+      };
+      const token = helpers.jwtSign({ user: body });
+      return done(null, { token });
+    });
+}

backend/src/config.js

@@ -0,0 +1,75 @@
+const os = require('os');
+
+const config = {
+  gcloud: {
+    bucket: 'fldemo-files',
+    hash: 'f6153a7a09b427ce2a6f4189a91aa13c',
+  },
+  bcrypt: {
+    saltRounds: 12,
+  },
+  admin_pass: '8e2dc767',
+  user_pass: 'a6a8384157fb',
+  admin_email: 'admin@flatlogic.com',
+  providers: {
+    LOCAL: 'local',
+    GOOGLE: 'google',
+    MICROSOFT: 'microsoft',
+  },
+  secret_key: process.env.SECRET_KEY || '',
+  remote: '',
+  port: process.env.NODE_ENV === 'production' ? '' : '8080',
+  hostUI: process.env.NODE_ENV === 'production' ? '' : 'http://localhost',
+  portUI: process.env.NODE_ENV === 'production' ? '' : '3000',
+
+  portUIProd: process.env.NODE_ENV === 'production' ? '' : ':3000',
+
+  swaggerUI: process.env.NODE_ENV === 'production' ? '' : 'http://localhost',
+  swaggerPort: process.env.NODE_ENV === 'production' ? '' : ':8080',
+  google: {
+    clientId: process.env.GOOGLE_CLIENT_ID || '',
+    clientSecret: process.env.GOOGLE_CLIENT_SECRET || '',
+  },
+  microsoft: {
+    clientId: process.env.MS_CLIENT_ID || '',
+    clientSecret: process.env.MS_CLIENT_SECRET || '',
+  },
+  uploadDir: os.tmpdir(),
+  email: {
+    from: 'AI Business Automation Financial Advisor <app@flatlogic.app>',
+    host: 'email-smtp.us-east-1.amazonaws.com',
+    port: 587,
+    auth: {
+      user: process.env.EMAIL_USER || '',
+      pass: process.env.EMAIL_PASS,
+    },
+    tls: {
+      rejectUnauthorized: false,
+    },
+  },
+  roles: {
+    super_admin: 'Super Administrator',
+
+    admin: 'Administrator',
+
+    user: 'support_agent',
+  },
+
+  project_uuid: '8e2dc767-0f5a-4b1b-bf06-a6a8384157fb',
+  flHost:
+    process.env.NODE_ENV === 'production' ||
+    process.env.NODE_ENV === 'dev_stage'
+      ? 'https://flatlogic.com/projects'
+      : 'http://localhost:3000/projects',
+};
+
+config.pexelsKey = process.env.PEXELS_KEY || '';
+config.pexelsQuery = 'AI chatbot assisting clients';
+config.host =
+  process.env.NODE_ENV === 'production' ? config.remote : 'http://localhost';
+config.apiUrl = `${config.host}${config.port ? `:${config.port}` : ``}/api`;
+config.swaggerUrl = `${config.swaggerUI}${config.swaggerPort}`;
+config.uiUrl = `${config.hostUI}${config.portUI ? `:${config.portUI}` : ``}/#`;
+config.backUrl = `${config.hostUI}${config.portUI ? `:${config.portUI}` : ``}`;
+
+module.exports = config;

backend/src/db/api/after_sales_followups.js

@@ -0,0 +1,393 @@
+const db = require('../models');
+const FileDBApi = require('./file');
+const crypto = require('crypto');
+const Utils = require('../utils');
+
+const Sequelize = db.Sequelize;
+const Op = Sequelize.Op;
+
+module.exports = class After_sales_followupsDBApi {
+  static async create(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const after_sales_followups = await db.after_sales_followups.create(
+      {
+        id: data.id || undefined,
+
+        followup_notes: data.followup_notes || null,
+        followup_date: data.followup_date || null,
+        importHash: data.importHash || null,
+        createdById: currentUser.id,
+        updatedById: currentUser.id,
+      },
+      { transaction },
+    );
+
+    await after_sales_followups.setLead(data.lead || null, {
+      transaction,
+    });
+
+    await after_sales_followups.setOrganizations(data.organizations || null, {
+      transaction,
+    });
+
+    return after_sales_followups;
+  }
+
+  static async bulkImport(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    // Prepare data - wrapping individual data transformations in a map() method
+    const after_sales_followupsData = data.map((item, index) => ({
+      id: item.id || undefined,
+
+      followup_notes: item.followup_notes || null,
+      followup_date: item.followup_date || null,
+      importHash: item.importHash || null,
+      createdById: currentUser.id,
+      updatedById: currentUser.id,
+      createdAt: new Date(Date.now() + index * 1000),
+    }));
+
+    // Bulk create items
+    const after_sales_followups = await db.after_sales_followups.bulkCreate(
+      after_sales_followupsData,
+      { transaction },
+    );
+
+    // For each item created, replace relation files
+
+    return after_sales_followups;
+  }
+
+  static async update(id, data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+    const globalAccess = currentUser.app_role?.globalAccess;
+
+    const after_sales_followups = await db.after_sales_followups.findByPk(
+      id,
+      {},
+      { transaction },
+    );
+
+    const updatePayload = {};
+
+    if (data.followup_notes !== undefined)
+      updatePayload.followup_notes = data.followup_notes;
+
+    if (data.followup_date !== undefined)
+      updatePayload.followup_date = data.followup_date;
+
+    updatePayload.updatedById = currentUser.id;
+
+    await after_sales_followups.update(updatePayload, { transaction });
+
+    if (data.lead !== undefined) {
+      await after_sales_followups.setLead(
+        data.lead,
+
+        { transaction },
+      );
+    }
+
+    if (data.organizations !== undefined) {
+      await after_sales_followups.setOrganizations(
+        data.organizations,
+
+        { transaction },
+      );
+    }
+
+    return after_sales_followups;
+  }
+
+  static async deleteByIds(ids, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const after_sales_followups = await db.after_sales_followups.findAll({
+      where: {
+        id: {
+          [Op.in]: ids,
+        },
+      },
+      transaction,
+    });
+
+    await db.sequelize.transaction(async (transaction) => {
+      for (const record of after_sales_followups) {
+        await record.update({ deletedBy: currentUser.id }, { transaction });
+      }
+      for (const record of after_sales_followups) {
+        await record.destroy({ transaction });
+      }
+    });
+
+    return after_sales_followups;
+  }
+
+  static async remove(id, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const after_sales_followups = await db.after_sales_followups.findByPk(
+      id,
+      options,
+    );
+
+    await after_sales_followups.update(
+      {
+        deletedBy: currentUser.id,
+      },
+      {
+        transaction,
+      },
+    );
+
+    await after_sales_followups.destroy({
+      transaction,
+    });
+
+    return after_sales_followups;
+  }
+
+  static async findBy(where, options) {
+    const transaction = (options && options.transaction) || undefined;
+
+    const after_sales_followups = await db.after_sales_followups.findOne(
+      { where },
+      { transaction },
+    );
+
+    if (!after_sales_followups) {
+      return after_sales_followups;
+    }
+
+    const output = after_sales_followups.get({ plain: true });
+
+    output.lead = await after_sales_followups.getLead({
+      transaction,
+    });
+
+    output.organizations = await after_sales_followups.getOrganizations({
+      transaction,
+    });
+
+    return output;
+  }
+
+  static async findAll(filter, globalAccess, options) {
+    const limit = filter.limit || 0;
+    let offset = 0;
+    let where = {};
+    const currentPage = +filter.page;
+
+    const user = (options && options.currentUser) || null;
+    const userOrganizations = (user && user.organizations?.id) || null;
+
+    if (userOrganizations) {
+      if (options?.currentUser?.organizationsId) {
+        where.organizationsId = options.currentUser.organizationsId;
+      }
+    }
+
+    offset = currentPage * limit;
+
+    const orderBy = null;
+
+    const transaction = (options && options.transaction) || undefined;
+
+    let include = [
+      {
+        model: db.leads,
+        as: 'lead',
+
+        where: filter.lead
+          ? {
+              [Op.or]: [
+                {
+                  id: {
+                    [Op.in]: filter.lead
+                      .split('|')
+                      .map((term) => Utils.uuid(term)),
+                  },
+                },
+                {
+                  name: {
+                    [Op.or]: filter.lead
+                      .split('|')
+                      .map((term) => ({ [Op.iLike]: `%${term}%` })),
+                  },
+                },
+              ],
+            }
+          : {},
+      },
+
+      {
+        model: db.organizations,
+        as: 'organizations',
+      },
+    ];
+
+    if (filter) {
+      if (filter.id) {
+        where = {
+          ...where,
+          ['id']: Utils.uuid(filter.id),
+        };
+      }
+
+      if (filter.followup_notes) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike(
+            'after_sales_followups',
+            'followup_notes',
+            filter.followup_notes,
+          ),
+        };
+      }
+
+      if (filter.followup_dateRange) {
+        const [start, end] = filter.followup_dateRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            followup_date: {
+              ...where.followup_date,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            followup_date: {
+              ...where.followup_date,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+
+      if (filter.active !== undefined) {
+        where = {
+          ...where,
+          active: filter.active === true || filter.active === 'true',
+        };
+      }
+
+      if (filter.organizations) {
+        const listItems = filter.organizations.split('|').map((item) => {
+          return Utils.uuid(item);
+        });
+
+        where = {
+          ...where,
+          organizationsId: { [Op.or]: listItems },
+        };
+      }
+
+      if (filter.createdAtRange) {
+        const [start, end] = filter.createdAtRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+    }
+
+    if (globalAccess) {
+      delete where.organizationsId;
+    }
+
+    const queryOptions = {
+      where,
+      include,
+      distinct: true,
+      order:
+        filter.field && filter.sort
+          ? [[filter.field, filter.sort]]
+          : [['createdAt', 'desc']],
+      transaction: options?.transaction,
+      logging: console.log,
+    };
+
+    if (!options?.countOnly) {
+      queryOptions.limit = limit ? Number(limit) : undefined;
+      queryOptions.offset = offset ? Number(offset) : undefined;
+    }
+
+    try {
+      const { rows, count } = await db.after_sales_followups.findAndCountAll(
+        queryOptions,
+      );
+
+      return {
+        rows: options?.countOnly ? [] : rows,
+        count: count,
+      };
+    } catch (error) {
+      console.error('Error executing query:', error);
+      throw error;
+    }
+  }
+
+  static async findAllAutocomplete(
+    query,
+    limit,
+    offset,
+    globalAccess,
+    organizationId,
+  ) {
+    let where = {};
+
+    if (!globalAccess && organizationId) {
+      where.organizationId = organizationId;
+    }
+
+    if (query) {
+      where = {
+        [Op.or]: [
+          { ['id']: Utils.uuid(query) },
+          Utils.ilike('after_sales_followups', 'followup_notes', query),
+        ],
+      };
+    }
+
+    const records = await db.after_sales_followups.findAll({
+      attributes: ['id', 'followup_notes'],
+      where,
+      limit: limit ? Number(limit) : undefined,
+      offset: offset ? Number(offset) : undefined,
+      orderBy: [['followup_notes', 'ASC']],
+    });
+
+    return records.map((record) => ({
+      id: record.id,
+      label: record.followup_notes,
+    }));
+  }
+};

backend/src/db/api/conversations.js

@@ -0,0 +1,383 @@
+const db = require('../models');
+const FileDBApi = require('./file');
+const crypto = require('crypto');
+const Utils = require('../utils');
+
+const Sequelize = db.Sequelize;
+const Op = Sequelize.Op;
+
+module.exports = class ConversationsDBApi {
+  static async create(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const conversations = await db.conversations.create(
+      {
+        id: data.id || undefined,
+
+        content: data.content || null,
+        timestamp: data.timestamp || null,
+        importHash: data.importHash || null,
+        createdById: currentUser.id,
+        updatedById: currentUser.id,
+      },
+      { transaction },
+    );
+
+    await conversations.setLead(data.lead || null, {
+      transaction,
+    });
+
+    await conversations.setOrganizations(data.organizations || null, {
+      transaction,
+    });
+
+    return conversations;
+  }
+
+  static async bulkImport(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    // Prepare data - wrapping individual data transformations in a map() method
+    const conversationsData = data.map((item, index) => ({
+      id: item.id || undefined,
+
+      content: item.content || null,
+      timestamp: item.timestamp || null,
+      importHash: item.importHash || null,
+      createdById: currentUser.id,
+      updatedById: currentUser.id,
+      createdAt: new Date(Date.now() + index * 1000),
+    }));
+
+    // Bulk create items
+    const conversations = await db.conversations.bulkCreate(conversationsData, {
+      transaction,
+    });
+
+    // For each item created, replace relation files
+
+    return conversations;
+  }
+
+  static async update(id, data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+    const globalAccess = currentUser.app_role?.globalAccess;
+
+    const conversations = await db.conversations.findByPk(
+      id,
+      {},
+      { transaction },
+    );
+
+    const updatePayload = {};
+
+    if (data.content !== undefined) updatePayload.content = data.content;
+
+    if (data.timestamp !== undefined) updatePayload.timestamp = data.timestamp;
+
+    updatePayload.updatedById = currentUser.id;
+
+    await conversations.update(updatePayload, { transaction });
+
+    if (data.lead !== undefined) {
+      await conversations.setLead(
+        data.lead,
+
+        { transaction },
+      );
+    }
+
+    if (data.organizations !== undefined) {
+      await conversations.setOrganizations(
+        data.organizations,
+
+        { transaction },
+      );
+    }
+
+    return conversations;
+  }
+
+  static async deleteByIds(ids, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const conversations = await db.conversations.findAll({
+      where: {
+        id: {
+          [Op.in]: ids,
+        },
+      },
+      transaction,
+    });
+
+    await db.sequelize.transaction(async (transaction) => {
+      for (const record of conversations) {
+        await record.update({ deletedBy: currentUser.id }, { transaction });
+      }
+      for (const record of conversations) {
+        await record.destroy({ transaction });
+      }
+    });
+
+    return conversations;
+  }
+
+  static async remove(id, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const conversations = await db.conversations.findByPk(id, options);
+
+    await conversations.update(
+      {
+        deletedBy: currentUser.id,
+      },
+      {
+        transaction,
+      },
+    );
+
+    await conversations.destroy({
+      transaction,
+    });
+
+    return conversations;
+  }
+
+  static async findBy(where, options) {
+    const transaction = (options && options.transaction) || undefined;
+
+    const conversations = await db.conversations.findOne(
+      { where },
+      { transaction },
+    );
+
+    if (!conversations) {
+      return conversations;
+    }
+
+    const output = conversations.get({ plain: true });
+
+    output.lead = await conversations.getLead({
+      transaction,
+    });
+
+    output.organizations = await conversations.getOrganizations({
+      transaction,
+    });
+
+    return output;
+  }
+
+  static async findAll(filter, globalAccess, options) {
+    const limit = filter.limit || 0;
+    let offset = 0;
+    let where = {};
+    const currentPage = +filter.page;
+
+    const user = (options && options.currentUser) || null;
+    const userOrganizations = (user && user.organizations?.id) || null;
+
+    if (userOrganizations) {
+      if (options?.currentUser?.organizationsId) {
+        where.organizationsId = options.currentUser.organizationsId;
+      }
+    }
+
+    offset = currentPage * limit;
+
+    const orderBy = null;
+
+    const transaction = (options && options.transaction) || undefined;
+
+    let include = [
+      {
+        model: db.leads,
+        as: 'lead',
+
+        where: filter.lead
+          ? {
+              [Op.or]: [
+                {
+                  id: {
+                    [Op.in]: filter.lead
+                      .split('|')
+                      .map((term) => Utils.uuid(term)),
+                  },
+                },
+                {
+                  name: {
+                    [Op.or]: filter.lead
+                      .split('|')
+                      .map((term) => ({ [Op.iLike]: `%${term}%` })),
+                  },
+                },
+              ],
+            }
+          : {},
+      },
+
+      {
+        model: db.organizations,
+        as: 'organizations',
+      },
+    ];
+
+    if (filter) {
+      if (filter.id) {
+        where = {
+          ...where,
+          ['id']: Utils.uuid(filter.id),
+        };
+      }
+
+      if (filter.content) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike('conversations', 'content', filter.content),
+        };
+      }
+
+      if (filter.timestampRange) {
+        const [start, end] = filter.timestampRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            timestamp: {
+              ...where.timestamp,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            timestamp: {
+              ...where.timestamp,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+
+      if (filter.active !== undefined) {
+        where = {
+          ...where,
+          active: filter.active === true || filter.active === 'true',
+        };
+      }
+
+      if (filter.organizations) {
+        const listItems = filter.organizations.split('|').map((item) => {
+          return Utils.uuid(item);
+        });
+
+        where = {
+          ...where,
+          organizationsId: { [Op.or]: listItems },
+        };
+      }
+
+      if (filter.createdAtRange) {
+        const [start, end] = filter.createdAtRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+    }
+
+    if (globalAccess) {
+      delete where.organizationsId;
+    }
+
+    const queryOptions = {
+      where,
+      include,
+      distinct: true,
+      order:
+        filter.field && filter.sort
+          ? [[filter.field, filter.sort]]
+          : [['createdAt', 'desc']],
+      transaction: options?.transaction,
+      logging: console.log,
+    };
+
+    if (!options?.countOnly) {
+      queryOptions.limit = limit ? Number(limit) : undefined;
+      queryOptions.offset = offset ? Number(offset) : undefined;
+    }
+
+    try {
+      const { rows, count } = await db.conversations.findAndCountAll(
+        queryOptions,
+      );
+
+      return {
+        rows: options?.countOnly ? [] : rows,
+        count: count,
+      };
+    } catch (error) {
+      console.error('Error executing query:', error);
+      throw error;
+    }
+  }
+
+  static async findAllAutocomplete(
+    query,
+    limit,
+    offset,
+    globalAccess,
+    organizationId,
+  ) {
+    let where = {};
+
+    if (!globalAccess && organizationId) {
+      where.organizationId = organizationId;
+    }
+
+    if (query) {
+      where = {
+        [Op.or]: [
+          { ['id']: Utils.uuid(query) },
+          Utils.ilike('conversations', 'content', query),
+        ],
+      };
+    }
+
+    const records = await db.conversations.findAll({
+      attributes: ['id', 'content'],
+      where,
+      limit: limit ? Number(limit) : undefined,
+      offset: offset ? Number(offset) : undefined,
+      orderBy: [['content', 'ASC']],
+    });
+
+    return records.map((record) => ({
+      id: record.id,
+      label: record.content,
+    }));
+  }
+};

backend/src/db/api/crm_entries.js

@@ -0,0 +1,380 @@
+const db = require('../models');
+const FileDBApi = require('./file');
+const crypto = require('crypto');
+const Utils = require('../utils');
+
+const Sequelize = db.Sequelize;
+const Op = Sequelize.Op;
+
+module.exports = class Crm_entriesDBApi {
+  static async create(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const crm_entries = await db.crm_entries.create(
+      {
+        id: data.id || undefined,
+
+        status: data.status || null,
+        last_contacted: data.last_contacted || null,
+        importHash: data.importHash || null,
+        createdById: currentUser.id,
+        updatedById: currentUser.id,
+      },
+      { transaction },
+    );
+
+    await crm_entries.setLead(data.lead || null, {
+      transaction,
+    });
+
+    await crm_entries.setOrganizations(data.organizations || null, {
+      transaction,
+    });
+
+    return crm_entries;
+  }
+
+  static async bulkImport(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    // Prepare data - wrapping individual data transformations in a map() method
+    const crm_entriesData = data.map((item, index) => ({
+      id: item.id || undefined,
+
+      status: item.status || null,
+      last_contacted: item.last_contacted || null,
+      importHash: item.importHash || null,
+      createdById: currentUser.id,
+      updatedById: currentUser.id,
+      createdAt: new Date(Date.now() + index * 1000),
+    }));
+
+    // Bulk create items
+    const crm_entries = await db.crm_entries.bulkCreate(crm_entriesData, {
+      transaction,
+    });
+
+    // For each item created, replace relation files
+
+    return crm_entries;
+  }
+
+  static async update(id, data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+    const globalAccess = currentUser.app_role?.globalAccess;
+
+    const crm_entries = await db.crm_entries.findByPk(id, {}, { transaction });
+
+    const updatePayload = {};
+
+    if (data.status !== undefined) updatePayload.status = data.status;
+
+    if (data.last_contacted !== undefined)
+      updatePayload.last_contacted = data.last_contacted;
+
+    updatePayload.updatedById = currentUser.id;
+
+    await crm_entries.update(updatePayload, { transaction });
+
+    if (data.lead !== undefined) {
+      await crm_entries.setLead(
+        data.lead,
+
+        { transaction },
+      );
+    }
+
+    if (data.organizations !== undefined) {
+      await crm_entries.setOrganizations(
+        data.organizations,
+
+        { transaction },
+      );
+    }
+
+    return crm_entries;
+  }
+
+  static async deleteByIds(ids, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const crm_entries = await db.crm_entries.findAll({
+      where: {
+        id: {
+          [Op.in]: ids,
+        },
+      },
+      transaction,
+    });
+
+    await db.sequelize.transaction(async (transaction) => {
+      for (const record of crm_entries) {
+        await record.update({ deletedBy: currentUser.id }, { transaction });
+      }
+      for (const record of crm_entries) {
+        await record.destroy({ transaction });
+      }
+    });
+
+    return crm_entries;
+  }
+
+  static async remove(id, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const crm_entries = await db.crm_entries.findByPk(id, options);
+
+    await crm_entries.update(
+      {
+        deletedBy: currentUser.id,
+      },
+      {
+        transaction,
+      },
+    );
+
+    await crm_entries.destroy({
+      transaction,
+    });
+
+    return crm_entries;
+  }
+
+  static async findBy(where, options) {
+    const transaction = (options && options.transaction) || undefined;
+
+    const crm_entries = await db.crm_entries.findOne(
+      { where },
+      { transaction },
+    );
+
+    if (!crm_entries) {
+      return crm_entries;
+    }
+
+    const output = crm_entries.get({ plain: true });
+
+    output.lead = await crm_entries.getLead({
+      transaction,
+    });
+
+    output.organizations = await crm_entries.getOrganizations({
+      transaction,
+    });
+
+    return output;
+  }
+
+  static async findAll(filter, globalAccess, options) {
+    const limit = filter.limit || 0;
+    let offset = 0;
+    let where = {};
+    const currentPage = +filter.page;
+
+    const user = (options && options.currentUser) || null;
+    const userOrganizations = (user && user.organizations?.id) || null;
+
+    if (userOrganizations) {
+      if (options?.currentUser?.organizationsId) {
+        where.organizationsId = options.currentUser.organizationsId;
+      }
+    }
+
+    offset = currentPage * limit;
+
+    const orderBy = null;
+
+    const transaction = (options && options.transaction) || undefined;
+
+    let include = [
+      {
+        model: db.leads,
+        as: 'lead',
+
+        where: filter.lead
+          ? {
+              [Op.or]: [
+                {
+                  id: {
+                    [Op.in]: filter.lead
+                      .split('|')
+                      .map((term) => Utils.uuid(term)),
+                  },
+                },
+                {
+                  name: {
+                    [Op.or]: filter.lead
+                      .split('|')
+                      .map((term) => ({ [Op.iLike]: `%${term}%` })),
+                  },
+                },
+              ],
+            }
+          : {},
+      },
+
+      {
+        model: db.organizations,
+        as: 'organizations',
+      },
+    ];
+
+    if (filter) {
+      if (filter.id) {
+        where = {
+          ...where,
+          ['id']: Utils.uuid(filter.id),
+        };
+      }
+
+      if (filter.status) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike('crm_entries', 'status', filter.status),
+        };
+      }
+
+      if (filter.last_contactedRange) {
+        const [start, end] = filter.last_contactedRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            last_contacted: {
+              ...where.last_contacted,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            last_contacted: {
+              ...where.last_contacted,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+
+      if (filter.active !== undefined) {
+        where = {
+          ...where,
+          active: filter.active === true || filter.active === 'true',
+        };
+      }
+
+      if (filter.organizations) {
+        const listItems = filter.organizations.split('|').map((item) => {
+          return Utils.uuid(item);
+        });
+
+        where = {
+          ...where,
+          organizationsId: { [Op.or]: listItems },
+        };
+      }
+
+      if (filter.createdAtRange) {
+        const [start, end] = filter.createdAtRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+    }
+
+    if (globalAccess) {
+      delete where.organizationsId;
+    }
+
+    const queryOptions = {
+      where,
+      include,
+      distinct: true,
+      order:
+        filter.field && filter.sort
+          ? [[filter.field, filter.sort]]
+          : [['createdAt', 'desc']],
+      transaction: options?.transaction,
+      logging: console.log,
+    };
+
+    if (!options?.countOnly) {
+      queryOptions.limit = limit ? Number(limit) : undefined;
+      queryOptions.offset = offset ? Number(offset) : undefined;
+    }
+
+    try {
+      const { rows, count } = await db.crm_entries.findAndCountAll(
+        queryOptions,
+      );
+
+      return {
+        rows: options?.countOnly ? [] : rows,
+        count: count,
+      };
+    } catch (error) {
+      console.error('Error executing query:', error);
+      throw error;
+    }
+  }
+
+  static async findAllAutocomplete(
+    query,
+    limit,
+    offset,
+    globalAccess,
+    organizationId,
+  ) {
+    let where = {};
+
+    if (!globalAccess && organizationId) {
+      where.organizationId = organizationId;
+    }
+
+    if (query) {
+      where = {
+        [Op.or]: [
+          { ['id']: Utils.uuid(query) },
+          Utils.ilike('crm_entries', 'status', query),
+        ],
+      };
+    }
+
+    const records = await db.crm_entries.findAll({
+      attributes: ['id', 'status'],
+      where,
+      limit: limit ? Number(limit) : undefined,
+      offset: offset ? Number(offset) : undefined,
+      orderBy: [['status', 'ASC']],
+    });
+
+    return records.map((record) => ({
+      id: record.id,
+      label: record.status,
+    }));
+  }
+};

backend/src/db/api/file.js

@@ -0,0 +1,73 @@
+const db = require('../models');
+const assert = require('assert');
+const services = require('../../services/file');
+
+module.exports = class FileDBApi {
+  static async replaceRelationFiles(relation, rawFiles, options) {
+    assert(relation.belongsTo, 'belongsTo is required');
+    assert(relation.belongsToColumn, 'belongsToColumn is required');
+    assert(relation.belongsToId, 'belongsToId is required');
+
+    let files = [];
+
+    if (Array.isArray(rawFiles)) {
+      files = rawFiles;
+    } else {
+      files = rawFiles ? [rawFiles] : [];
+    }
+
+    await this._removeLegacyFiles(relation, files, options);
+    await this._addFiles(relation, files, options);
+  }
+
+  static async _addFiles(relation, files, options) {
+    const transaction = (options && options.transaction) || undefined;
+    const currentUser = (options && options.currentUser) || { id: null };
+
+    const inexistentFiles = files.filter((file) => !!file.new);
+
+    for (const file of inexistentFiles) {
+      await db.file.create(
+        {
+          belongsTo: relation.belongsTo,
+          belongsToColumn: relation.belongsToColumn,
+          belongsToId: relation.belongsToId,
+          name: file.name,
+          sizeInBytes: file.sizeInBytes,
+          privateUrl: file.privateUrl,
+          publicUrl: file.publicUrl,
+          createdById: currentUser.id,
+          updatedById: currentUser.id,
+        },
+        {
+          transaction,
+        },
+      );
+    }
+  }
+
+  static async _removeLegacyFiles(relation, files, options) {
+    const transaction = (options && options.transaction) || undefined;
+
+    const filesToDelete = await db.file.findAll({
+      where: {
+        belongsTo: relation.belongsTo,
+        belongsToId: relation.belongsToId,
+        belongsToColumn: relation.belongsToColumn,
+        id: {
+          [db.Sequelize.Op.notIn]: files
+            .filter((file) => !file.new)
+            .map((file) => file.id),
+        },
+      },
+      transaction,
+    });
+
+    for (let file of filesToDelete) {
+      await services.deleteGCloud(file.privateUrl);
+      await file.destroy({
+        transaction,
+      });
+    }
+  }
+};

backend/src/db/api/leads.js

@@ -0,0 +1,387 @@
+const db = require('../models');
+const FileDBApi = require('./file');
+const crypto = require('crypto');
+const Utils = require('../utils');
+
+const Sequelize = db.Sequelize;
+const Op = Sequelize.Op;
+
+module.exports = class LeadsDBApi {
+  static async create(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const leads = await db.leads.create(
+      {
+        id: data.id || undefined,
+
+        name: data.name || null,
+        email: data.email || null,
+        phone: data.phone || null,
+        importHash: data.importHash || null,
+        createdById: currentUser.id,
+        updatedById: currentUser.id,
+      },
+      { transaction },
+    );
+
+    await leads.setAssigned_to(data.assigned_to || null, {
+      transaction,
+    });
+
+    await leads.setOrganizations(data.organizations || null, {
+      transaction,
+    });
+
+    return leads;
+  }
+
+  static async bulkImport(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    // Prepare data - wrapping individual data transformations in a map() method
+    const leadsData = data.map((item, index) => ({
+      id: item.id || undefined,
+
+      name: item.name || null,
+      email: item.email || null,
+      phone: item.phone || null,
+      importHash: item.importHash || null,
+      createdById: currentUser.id,
+      updatedById: currentUser.id,
+      createdAt: new Date(Date.now() + index * 1000),
+    }));
+
+    // Bulk create items
+    const leads = await db.leads.bulkCreate(leadsData, { transaction });
+
+    // For each item created, replace relation files
+
+    return leads;
+  }
+
+  static async update(id, data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+    const globalAccess = currentUser.app_role?.globalAccess;
+
+    const leads = await db.leads.findByPk(id, {}, { transaction });
+
+    const updatePayload = {};
+
+    if (data.name !== undefined) updatePayload.name = data.name;
+
+    if (data.email !== undefined) updatePayload.email = data.email;
+
+    if (data.phone !== undefined) updatePayload.phone = data.phone;
+
+    updatePayload.updatedById = currentUser.id;
+
+    await leads.update(updatePayload, { transaction });
+
+    if (data.assigned_to !== undefined) {
+      await leads.setAssigned_to(
+        data.assigned_to,
+
+        { transaction },
+      );
+    }
+
+    if (data.organizations !== undefined) {
+      await leads.setOrganizations(
+        data.organizations,
+
+        { transaction },
+      );
+    }
+
+    return leads;
+  }
+
+  static async deleteByIds(ids, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const leads = await db.leads.findAll({
+      where: {
+        id: {
+          [Op.in]: ids,
+        },
+      },
+      transaction,
+    });
+
+    await db.sequelize.transaction(async (transaction) => {
+      for (const record of leads) {
+        await record.update({ deletedBy: currentUser.id }, { transaction });
+      }
+      for (const record of leads) {
+        await record.destroy({ transaction });
+      }
+    });
+
+    return leads;
+  }
+
+  static async remove(id, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const leads = await db.leads.findByPk(id, options);
+
+    await leads.update(
+      {
+        deletedBy: currentUser.id,
+      },
+      {
+        transaction,
+      },
+    );
+
+    await leads.destroy({
+      transaction,
+    });
+
+    return leads;
+  }
+
+  static async findBy(where, options) {
+    const transaction = (options && options.transaction) || undefined;
+
+    const leads = await db.leads.findOne({ where }, { transaction });
+
+    if (!leads) {
+      return leads;
+    }
+
+    const output = leads.get({ plain: true });
+
+    output.after_sales_followups_lead =
+      await leads.getAfter_sales_followups_lead({
+        transaction,
+      });
+
+    output.conversations_lead = await leads.getConversations_lead({
+      transaction,
+    });
+
+    output.crm_entries_lead = await leads.getCrm_entries_lead({
+      transaction,
+    });
+
+    output.product_suggestions_lead = await leads.getProduct_suggestions_lead({
+      transaction,
+    });
+
+    output.sales_lead = await leads.getSales_lead({
+      transaction,
+    });
+
+    output.assigned_to = await leads.getAssigned_to({
+      transaction,
+    });
+
+    output.organizations = await leads.getOrganizations({
+      transaction,
+    });
+
+    return output;
+  }
+
+  static async findAll(filter, globalAccess, options) {
+    const limit = filter.limit || 0;
+    let offset = 0;
+    let where = {};
+    const currentPage = +filter.page;
+
+    const user = (options && options.currentUser) || null;
+    const userOrganizations = (user && user.organizations?.id) || null;
+
+    if (userOrganizations) {
+      if (options?.currentUser?.organizationsId) {
+        where.organizationsId = options.currentUser.organizationsId;
+      }
+    }
+
+    offset = currentPage * limit;
+
+    const orderBy = null;
+
+    const transaction = (options && options.transaction) || undefined;
+
+    let include = [
+      {
+        model: db.users,
+        as: 'assigned_to',
+
+        where: filter.assigned_to
+          ? {
+              [Op.or]: [
+                {
+                  id: {
+                    [Op.in]: filter.assigned_to
+                      .split('|')
+                      .map((term) => Utils.uuid(term)),
+                  },
+                },
+                {
+                  firstName: {
+                    [Op.or]: filter.assigned_to
+                      .split('|')
+                      .map((term) => ({ [Op.iLike]: `%${term}%` })),
+                  },
+                },
+              ],
+            }
+          : {},
+      },
+
+      {
+        model: db.organizations,
+        as: 'organizations',
+      },
+    ];
+
+    if (filter) {
+      if (filter.id) {
+        where = {
+          ...where,
+          ['id']: Utils.uuid(filter.id),
+        };
+      }
+
+      if (filter.name) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike('leads', 'name', filter.name),
+        };
+      }
+
+      if (filter.email) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike('leads', 'email', filter.email),
+        };
+      }
+
+      if (filter.phone) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike('leads', 'phone', filter.phone),
+        };
+      }
+
+      if (filter.active !== undefined) {
+        where = {
+          ...where,
+          active: filter.active === true || filter.active === 'true',
+        };
+      }
+
+      if (filter.organizations) {
+        const listItems = filter.organizations.split('|').map((item) => {
+          return Utils.uuid(item);
+        });
+
+        where = {
+          ...where,
+          organizationsId: { [Op.or]: listItems },
+        };
+      }
+
+      if (filter.createdAtRange) {
+        const [start, end] = filter.createdAtRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+    }
+
+    if (globalAccess) {
+      delete where.organizationsId;
+    }
+
+    const queryOptions = {
+      where,
+      include,
+      distinct: true,
+      order:
+        filter.field && filter.sort
+          ? [[filter.field, filter.sort]]
+          : [['createdAt', 'desc']],
+      transaction: options?.transaction,
+      logging: console.log,
+    };
+
+    if (!options?.countOnly) {
+      queryOptions.limit = limit ? Number(limit) : undefined;
+      queryOptions.offset = offset ? Number(offset) : undefined;
+    }
+
+    try {
+      const { rows, count } = await db.leads.findAndCountAll(queryOptions);
+
+      return {
+        rows: options?.countOnly ? [] : rows,
+        count: count,
+      };
+    } catch (error) {
+      console.error('Error executing query:', error);
+      throw error;
+    }
+  }
+
+  static async findAllAutocomplete(
+    query,
+    limit,
+    offset,
+    globalAccess,
+    organizationId,
+  ) {
+    let where = {};
+
+    if (!globalAccess && organizationId) {
+      where.organizationId = organizationId;
+    }
+
+    if (query) {
+      where = {
+        [Op.or]: [
+          { ['id']: Utils.uuid(query) },
+          Utils.ilike('leads', 'name', query),
+        ],
+      };
+    }
+
+    const records = await db.leads.findAll({
+      attributes: ['id', 'name'],
+      where,
+      limit: limit ? Number(limit) : undefined,
+      offset: offset ? Number(offset) : undefined,
+      orderBy: [['name', 'ASC']],
+    });
+
+    return records.map((record) => ({
+      id: record.id,
+      label: record.name,
+    }));
+  }
+};

backend/src/db/api/marketing_automations.js

@@ -0,0 +1,397 @@
+const db = require('../models');
+const FileDBApi = require('./file');
+const crypto = require('crypto');
+const Utils = require('../utils');
+
+const Sequelize = db.Sequelize;
+const Op = Sequelize.Op;
+
+module.exports = class Marketing_automationsDBApi {
+  static async create(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const marketing_automations = await db.marketing_automations.create(
+      {
+        id: data.id || undefined,
+
+        campaign_name: data.campaign_name || null,
+        start_date: data.start_date || null,
+        end_date: data.end_date || null,
+        importHash: data.importHash || null,
+        createdById: currentUser.id,
+        updatedById: currentUser.id,
+      },
+      { transaction },
+    );
+
+    await marketing_automations.setOrganizations(data.organizations || null, {
+      transaction,
+    });
+
+    return marketing_automations;
+  }
+
+  static async bulkImport(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    // Prepare data - wrapping individual data transformations in a map() method
+    const marketing_automationsData = data.map((item, index) => ({
+      id: item.id || undefined,
+
+      campaign_name: item.campaign_name || null,
+      start_date: item.start_date || null,
+      end_date: item.end_date || null,
+      importHash: item.importHash || null,
+      createdById: currentUser.id,
+      updatedById: currentUser.id,
+      createdAt: new Date(Date.now() + index * 1000),
+    }));
+
+    // Bulk create items
+    const marketing_automations = await db.marketing_automations.bulkCreate(
+      marketing_automationsData,
+      { transaction },
+    );
+
+    // For each item created, replace relation files
+
+    return marketing_automations;
+  }
+
+  static async update(id, data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+    const globalAccess = currentUser.app_role?.globalAccess;
+
+    const marketing_automations = await db.marketing_automations.findByPk(
+      id,
+      {},
+      { transaction },
+    );
+
+    const updatePayload = {};
+
+    if (data.campaign_name !== undefined)
+      updatePayload.campaign_name = data.campaign_name;
+
+    if (data.start_date !== undefined)
+      updatePayload.start_date = data.start_date;
+
+    if (data.end_date !== undefined) updatePayload.end_date = data.end_date;
+
+    updatePayload.updatedById = currentUser.id;
+
+    await marketing_automations.update(updatePayload, { transaction });
+
+    if (data.organizations !== undefined) {
+      await marketing_automations.setOrganizations(
+        data.organizations,
+
+        { transaction },
+      );
+    }
+
+    return marketing_automations;
+  }
+
+  static async deleteByIds(ids, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const marketing_automations = await db.marketing_automations.findAll({
+      where: {
+        id: {
+          [Op.in]: ids,
+        },
+      },
+      transaction,
+    });
+
+    await db.sequelize.transaction(async (transaction) => {
+      for (const record of marketing_automations) {
+        await record.update({ deletedBy: currentUser.id }, { transaction });
+      }
+      for (const record of marketing_automations) {
+        await record.destroy({ transaction });
+      }
+    });
+
+    return marketing_automations;
+  }
+
+  static async remove(id, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const marketing_automations = await db.marketing_automations.findByPk(
+      id,
+      options,
+    );
+
+    await marketing_automations.update(
+      {
+        deletedBy: currentUser.id,
+      },
+      {
+        transaction,
+      },
+    );
+
+    await marketing_automations.destroy({
+      transaction,
+    });
+
+    return marketing_automations;
+  }
+
+  static async findBy(where, options) {
+    const transaction = (options && options.transaction) || undefined;
+
+    const marketing_automations = await db.marketing_automations.findOne(
+      { where },
+      { transaction },
+    );
+
+    if (!marketing_automations) {
+      return marketing_automations;
+    }
+
+    const output = marketing_automations.get({ plain: true });
+
+    output.organizations = await marketing_automations.getOrganizations({
+      transaction,
+    });
+
+    return output;
+  }
+
+  static async findAll(filter, globalAccess, options) {
+    const limit = filter.limit || 0;
+    let offset = 0;
+    let where = {};
+    const currentPage = +filter.page;
+
+    const user = (options && options.currentUser) || null;
+    const userOrganizations = (user && user.organizations?.id) || null;
+
+    if (userOrganizations) {
+      if (options?.currentUser?.organizationsId) {
+        where.organizationsId = options.currentUser.organizationsId;
+      }
+    }
+
+    offset = currentPage * limit;
+
+    const orderBy = null;
+
+    const transaction = (options && options.transaction) || undefined;
+
+    let include = [
+      {
+        model: db.organizations,
+        as: 'organizations',
+      },
+    ];
+
+    if (filter) {
+      if (filter.id) {
+        where = {
+          ...where,
+          ['id']: Utils.uuid(filter.id),
+        };
+      }
+
+      if (filter.campaign_name) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike(
+            'marketing_automations',
+            'campaign_name',
+            filter.campaign_name,
+          ),
+        };
+      }
+
+      if (filter.calendarStart && filter.calendarEnd) {
+        where = {
+          ...where,
+          [Op.or]: [
+            {
+              start_date: {
+                [Op.between]: [filter.calendarStart, filter.calendarEnd],
+              },
+            },
+            {
+              end_date: {
+                [Op.between]: [filter.calendarStart, filter.calendarEnd],
+              },
+            },
+          ],
+        };
+      }
+
+      if (filter.start_dateRange) {
+        const [start, end] = filter.start_dateRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            start_date: {
+              ...where.start_date,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            start_date: {
+              ...where.start_date,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+
+      if (filter.end_dateRange) {
+        const [start, end] = filter.end_dateRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            end_date: {
+              ...where.end_date,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            end_date: {
+              ...where.end_date,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+
+      if (filter.active !== undefined) {
+        where = {
+          ...where,
+          active: filter.active === true || filter.active === 'true',
+        };
+      }
+
+      if (filter.organizations) {
+        const listItems = filter.organizations.split('|').map((item) => {
+          return Utils.uuid(item);
+        });
+
+        where = {
+          ...where,
+          organizationsId: { [Op.or]: listItems },
+        };
+      }
+
+      if (filter.createdAtRange) {
+        const [start, end] = filter.createdAtRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+    }
+
+    if (globalAccess) {
+      delete where.organizationsId;
+    }
+
+    const queryOptions = {
+      where,
+      include,
+      distinct: true,
+      order:
+        filter.field && filter.sort
+          ? [[filter.field, filter.sort]]
+          : [['createdAt', 'desc']],
+      transaction: options?.transaction,
+      logging: console.log,
+    };
+
+    if (!options?.countOnly) {
+      queryOptions.limit = limit ? Number(limit) : undefined;
+      queryOptions.offset = offset ? Number(offset) : undefined;
+    }
+
+    try {
+      const { rows, count } = await db.marketing_automations.findAndCountAll(
+        queryOptions,
+      );
+
+      return {
+        rows: options?.countOnly ? [] : rows,
+        count: count,
+      };
+    } catch (error) {
+      console.error('Error executing query:', error);
+      throw error;
+    }
+  }
+
+  static async findAllAutocomplete(
+    query,
+    limit,
+    offset,
+    globalAccess,
+    organizationId,
+  ) {
+    let where = {};
+
+    if (!globalAccess && organizationId) {
+      where.organizationId = organizationId;
+    }
+
+    if (query) {
+      where = {
+        [Op.or]: [
+          { ['id']: Utils.uuid(query) },
+          Utils.ilike('marketing_automations', 'campaign_name', query),
+        ],
+      };
+    }
+
+    const records = await db.marketing_automations.findAll({
+      attributes: ['id', 'campaign_name'],
+      where,
+      limit: limit ? Number(limit) : undefined,
+      offset: offset ? Number(offset) : undefined,
+      orderBy: [['campaign_name', 'ASC']],
+    });
+
+    return records.map((record) => ({
+      id: record.id,
+      label: record.campaign_name,
+    }));
+  }
+};

backend/src/db/api/organizations.js

@@ -0,0 +1,318 @@
+const db = require('../models');
+const FileDBApi = require('./file');
+const crypto = require('crypto');
+const Utils = require('../utils');
+
+const Sequelize = db.Sequelize;
+const Op = Sequelize.Op;
+
+module.exports = class OrganizationsDBApi {
+  static async create(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const organizations = await db.organizations.create(
+      {
+        id: data.id || undefined,
+
+        name: data.name || null,
+        importHash: data.importHash || null,
+        createdById: currentUser.id,
+        updatedById: currentUser.id,
+      },
+      { transaction },
+    );
+
+    return organizations;
+  }
+
+  static async bulkImport(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    // Prepare data - wrapping individual data transformations in a map() method
+    const organizationsData = data.map((item, index) => ({
+      id: item.id || undefined,
+
+      name: item.name || null,
+      importHash: item.importHash || null,
+      createdById: currentUser.id,
+      updatedById: currentUser.id,
+      createdAt: new Date(Date.now() + index * 1000),
+    }));
+
+    // Bulk create items
+    const organizations = await db.organizations.bulkCreate(organizationsData, {
+      transaction,
+    });
+
+    // For each item created, replace relation files
+
+    return organizations;
+  }
+
+  static async update(id, data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+    const globalAccess = currentUser.app_role?.globalAccess;
+
+    const organizations = await db.organizations.findByPk(
+      id,
+      {},
+      { transaction },
+    );
+
+    const updatePayload = {};
+
+    if (data.name !== undefined) updatePayload.name = data.name;
+
+    updatePayload.updatedById = currentUser.id;
+
+    await organizations.update(updatePayload, { transaction });
+
+    return organizations;
+  }
+
+  static async deleteByIds(ids, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const organizations = await db.organizations.findAll({
+      where: {
+        id: {
+          [Op.in]: ids,
+        },
+      },
+      transaction,
+    });
+
+    await db.sequelize.transaction(async (transaction) => {
+      for (const record of organizations) {
+        await record.update({ deletedBy: currentUser.id }, { transaction });
+      }
+      for (const record of organizations) {
+        await record.destroy({ transaction });
+      }
+    });
+
+    return organizations;
+  }
+
+  static async remove(id, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const organizations = await db.organizations.findByPk(id, options);
+
+    await organizations.update(
+      {
+        deletedBy: currentUser.id,
+      },
+      {
+        transaction,
+      },
+    );
+
+    await organizations.destroy({
+      transaction,
+    });
+
+    return organizations;
+  }
+
+  static async findBy(where, options) {
+    const transaction = (options && options.transaction) || undefined;
+
+    const organizations = await db.organizations.findOne(
+      { where },
+      { transaction },
+    );
+
+    if (!organizations) {
+      return organizations;
+    }
+
+    const output = organizations.get({ plain: true });
+
+    output.users_organizations = await organizations.getUsers_organizations({
+      transaction,
+    });
+
+    output.after_sales_followups_organizations =
+      await organizations.getAfter_sales_followups_organizations({
+        transaction,
+      });
+
+    output.conversations_organizations =
+      await organizations.getConversations_organizations({
+        transaction,
+      });
+
+    output.crm_entries_organizations =
+      await organizations.getCrm_entries_organizations({
+        transaction,
+      });
+
+    output.leads_organizations = await organizations.getLeads_organizations({
+      transaction,
+    });
+
+    output.marketing_automations_organizations =
+      await organizations.getMarketing_automations_organizations({
+        transaction,
+      });
+
+    output.product_suggestions_organizations =
+      await organizations.getProduct_suggestions_organizations({
+        transaction,
+      });
+
+    output.sales_organizations = await organizations.getSales_organizations({
+      transaction,
+    });
+
+    return output;
+  }
+
+  static async findAll(filter, globalAccess, options) {
+    const limit = filter.limit || 0;
+    let offset = 0;
+    let where = {};
+    const currentPage = +filter.page;
+
+    const user = (options && options.currentUser) || null;
+    const userOrganizations = (user && user.organizations?.id) || null;
+
+    if (userOrganizations) {
+      if (options?.currentUser?.organizationsId) {
+        where.organizationsId = options.currentUser.organizationsId;
+      }
+    }
+
+    offset = currentPage * limit;
+
+    const orderBy = null;
+
+    const transaction = (options && options.transaction) || undefined;
+
+    let include = [];
+
+    if (filter) {
+      if (filter.id) {
+        where = {
+          ...where,
+          ['id']: Utils.uuid(filter.id),
+        };
+      }
+
+      if (filter.name) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike('organizations', 'name', filter.name),
+        };
+      }
+
+      if (filter.active !== undefined) {
+        where = {
+          ...where,
+          active: filter.active === true || filter.active === 'true',
+        };
+      }
+
+      if (filter.createdAtRange) {
+        const [start, end] = filter.createdAtRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+    }
+
+    if (globalAccess) {
+      delete where.organizationsId;
+    }
+
+    const queryOptions = {
+      where,
+      include,
+      distinct: true,
+      order:
+        filter.field && filter.sort
+          ? [[filter.field, filter.sort]]
+          : [['createdAt', 'desc']],
+      transaction: options?.transaction,
+      logging: console.log,
+    };
+
+    if (!options?.countOnly) {
+      queryOptions.limit = limit ? Number(limit) : undefined;
+      queryOptions.offset = offset ? Number(offset) : undefined;
+    }
+
+    try {
+      const { rows, count } = await db.organizations.findAndCountAll(
+        queryOptions,
+      );
+
+      return {
+        rows: options?.countOnly ? [] : rows,
+        count: count,
+      };
+    } catch (error) {
+      console.error('Error executing query:', error);
+      throw error;
+    }
+  }
+
+  static async findAllAutocomplete(
+    query,
+    limit,
+    offset,
+    globalAccess,
+    organizationId,
+  ) {
+    let where = {};
+
+    if (!globalAccess && organizationId) {
+      where.organizationId = organizationId;
+    }
+
+    if (query) {
+      where = {
+        [Op.or]: [
+          { ['id']: Utils.uuid(query) },
+          Utils.ilike('organizations', 'name', query),
+        ],
+      };
+    }
+
+    const records = await db.organizations.findAll({
+      attributes: ['id', 'name'],
+      where,
+      limit: limit ? Number(limit) : undefined,
+      offset: offset ? Number(offset) : undefined,
+      orderBy: [['name', 'ASC']],
+    });
+
+    return records.map((record) => ({
+      id: record.id,
+      label: record.name,
+    }));
+  }
+};

backend/src/db/api/permissions.js

@@ -0,0 +1,257 @@
+const db = require('../models');
+const FileDBApi = require('./file');
+const crypto = require('crypto');
+const Utils = require('../utils');
+
+const Sequelize = db.Sequelize;
+const Op = Sequelize.Op;
+
+module.exports = class PermissionsDBApi {
+  static async create(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const permissions = await db.permissions.create(
+      {
+        id: data.id || undefined,
+
+        name: data.name || null,
+        importHash: data.importHash || null,
+        createdById: currentUser.id,
+        updatedById: currentUser.id,
+      },
+      { transaction },
+    );
+
+    return permissions;
+  }
+
+  static async bulkImport(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    // Prepare data - wrapping individual data transformations in a map() method
+    const permissionsData = data.map((item, index) => ({
+      id: item.id || undefined,
+
+      name: item.name || null,
+      importHash: item.importHash || null,
+      createdById: currentUser.id,
+      updatedById: currentUser.id,
+      createdAt: new Date(Date.now() + index * 1000),
+    }));
+
+    // Bulk create items
+    const permissions = await db.permissions.bulkCreate(permissionsData, {
+      transaction,
+    });
+
+    // For each item created, replace relation files
+
+    return permissions;
+  }
+
+  static async update(id, data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+    const globalAccess = currentUser.app_role?.globalAccess;
+
+    const permissions = await db.permissions.findByPk(id, {}, { transaction });
+
+    const updatePayload = {};
+
+    if (data.name !== undefined) updatePayload.name = data.name;
+
+    updatePayload.updatedById = currentUser.id;
+
+    await permissions.update(updatePayload, { transaction });
+
+    return permissions;
+  }
+
+  static async deleteByIds(ids, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const permissions = await db.permissions.findAll({
+      where: {
+        id: {
+          [Op.in]: ids,
+        },
+      },
+      transaction,
+    });
+
+    await db.sequelize.transaction(async (transaction) => {
+      for (const record of permissions) {
+        await record.update({ deletedBy: currentUser.id }, { transaction });
+      }
+      for (const record of permissions) {
+        await record.destroy({ transaction });
+      }
+    });
+
+    return permissions;
+  }
+
+  static async remove(id, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const permissions = await db.permissions.findByPk(id, options);
+
+    await permissions.update(
+      {
+        deletedBy: currentUser.id,
+      },
+      {
+        transaction,
+      },
+    );
+
+    await permissions.destroy({
+      transaction,
+    });
+
+    return permissions;
+  }
+
+  static async findBy(where, options) {
+    const transaction = (options && options.transaction) || undefined;
+
+    const permissions = await db.permissions.findOne(
+      { where },
+      { transaction },
+    );
+
+    if (!permissions) {
+      return permissions;
+    }
+
+    const output = permissions.get({ plain: true });
+
+    return output;
+  }
+
+  static async findAll(filter, options) {
+    const limit = filter.limit || 0;
+    let offset = 0;
+    let where = {};
+    const currentPage = +filter.page;
+
+    const user = (options && options.currentUser) || null;
+    const userOrganizations = (user && user.organizations?.id) || null;
+
+    offset = currentPage * limit;
+
+    const orderBy = null;
+
+    const transaction = (options && options.transaction) || undefined;
+
+    let include = [];
+
+    if (filter) {
+      if (filter.id) {
+        where = {
+          ...where,
+          ['id']: Utils.uuid(filter.id),
+        };
+      }
+
+      if (filter.name) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike('permissions', 'name', filter.name),
+        };
+      }
+
+      if (filter.active !== undefined) {
+        where = {
+          ...where,
+          active: filter.active === true || filter.active === 'true',
+        };
+      }
+
+      if (filter.createdAtRange) {
+        const [start, end] = filter.createdAtRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+    }
+
+    const queryOptions = {
+      where,
+      include,
+      distinct: true,
+      order:
+        filter.field && filter.sort
+          ? [[filter.field, filter.sort]]
+          : [['createdAt', 'desc']],
+      transaction: options?.transaction,
+      logging: console.log,
+    };
+
+    if (!options?.countOnly) {
+      queryOptions.limit = limit ? Number(limit) : undefined;
+      queryOptions.offset = offset ? Number(offset) : undefined;
+    }
+
+    try {
+      const { rows, count } = await db.permissions.findAndCountAll(
+        queryOptions,
+      );
+
+      return {
+        rows: options?.countOnly ? [] : rows,
+        count: count,
+      };
+    } catch (error) {
+      console.error('Error executing query:', error);
+      throw error;
+    }
+  }
+
+  static async findAllAutocomplete(query, limit, offset) {
+    let where = {};
+
+    if (query) {
+      where = {
+        [Op.or]: [
+          { ['id']: Utils.uuid(query) },
+          Utils.ilike('permissions', 'name', query),
+        ],
+      };
+    }
+
+    const records = await db.permissions.findAll({
+      attributes: ['id', 'name'],
+      where,
+      limit: limit ? Number(limit) : undefined,
+      offset: offset ? Number(offset) : undefined,
+      orderBy: [['name', 'ASC']],
+    });
+
+    return records.map((record) => ({
+      id: record.id,
+      label: record.name,
+    }));
+  }
+};

backend/src/db/api/product_suggestions.js

@@ -0,0 +1,380 @@
+const db = require('../models');
+const FileDBApi = require('./file');
+const crypto = require('crypto');
+const Utils = require('../utils');
+
+const Sequelize = db.Sequelize;
+const Op = Sequelize.Op;
+
+module.exports = class Product_suggestionsDBApi {
+  static async create(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const product_suggestions = await db.product_suggestions.create(
+      {
+        id: data.id || undefined,
+
+        product_name: data.product_name || null,
+        suggestion_details: data.suggestion_details || null,
+        importHash: data.importHash || null,
+        createdById: currentUser.id,
+        updatedById: currentUser.id,
+      },
+      { transaction },
+    );
+
+    await product_suggestions.setLead(data.lead || null, {
+      transaction,
+    });
+
+    await product_suggestions.setOrganizations(data.organizations || null, {
+      transaction,
+    });
+
+    return product_suggestions;
+  }
+
+  static async bulkImport(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    // Prepare data - wrapping individual data transformations in a map() method
+    const product_suggestionsData = data.map((item, index) => ({
+      id: item.id || undefined,
+
+      product_name: item.product_name || null,
+      suggestion_details: item.suggestion_details || null,
+      importHash: item.importHash || null,
+      createdById: currentUser.id,
+      updatedById: currentUser.id,
+      createdAt: new Date(Date.now() + index * 1000),
+    }));
+
+    // Bulk create items
+    const product_suggestions = await db.product_suggestions.bulkCreate(
+      product_suggestionsData,
+      { transaction },
+    );
+
+    // For each item created, replace relation files
+
+    return product_suggestions;
+  }
+
+  static async update(id, data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+    const globalAccess = currentUser.app_role?.globalAccess;
+
+    const product_suggestions = await db.product_suggestions.findByPk(
+      id,
+      {},
+      { transaction },
+    );
+
+    const updatePayload = {};
+
+    if (data.product_name !== undefined)
+      updatePayload.product_name = data.product_name;
+
+    if (data.suggestion_details !== undefined)
+      updatePayload.suggestion_details = data.suggestion_details;
+
+    updatePayload.updatedById = currentUser.id;
+
+    await product_suggestions.update(updatePayload, { transaction });
+
+    if (data.lead !== undefined) {
+      await product_suggestions.setLead(
+        data.lead,
+
+        { transaction },
+      );
+    }
+
+    if (data.organizations !== undefined) {
+      await product_suggestions.setOrganizations(
+        data.organizations,
+
+        { transaction },
+      );
+    }
+
+    return product_suggestions;
+  }
+
+  static async deleteByIds(ids, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const product_suggestions = await db.product_suggestions.findAll({
+      where: {
+        id: {
+          [Op.in]: ids,
+        },
+      },
+      transaction,
+    });
+
+    await db.sequelize.transaction(async (transaction) => {
+      for (const record of product_suggestions) {
+        await record.update({ deletedBy: currentUser.id }, { transaction });
+      }
+      for (const record of product_suggestions) {
+        await record.destroy({ transaction });
+      }
+    });
+
+    return product_suggestions;
+  }
+
+  static async remove(id, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const product_suggestions = await db.product_suggestions.findByPk(
+      id,
+      options,
+    );
+
+    await product_suggestions.update(
+      {
+        deletedBy: currentUser.id,
+      },
+      {
+        transaction,
+      },
+    );
+
+    await product_suggestions.destroy({
+      transaction,
+    });
+
+    return product_suggestions;
+  }
+
+  static async findBy(where, options) {
+    const transaction = (options && options.transaction) || undefined;
+
+    const product_suggestions = await db.product_suggestions.findOne(
+      { where },
+      { transaction },
+    );
+
+    if (!product_suggestions) {
+      return product_suggestions;
+    }
+
+    const output = product_suggestions.get({ plain: true });
+
+    output.lead = await product_suggestions.getLead({
+      transaction,
+    });
+
+    output.organizations = await product_suggestions.getOrganizations({
+      transaction,
+    });
+
+    return output;
+  }
+
+  static async findAll(filter, globalAccess, options) {
+    const limit = filter.limit || 0;
+    let offset = 0;
+    let where = {};
+    const currentPage = +filter.page;
+
+    const user = (options && options.currentUser) || null;
+    const userOrganizations = (user && user.organizations?.id) || null;
+
+    if (userOrganizations) {
+      if (options?.currentUser?.organizationsId) {
+        where.organizationsId = options.currentUser.organizationsId;
+      }
+    }
+
+    offset = currentPage * limit;
+
+    const orderBy = null;
+
+    const transaction = (options && options.transaction) || undefined;
+
+    let include = [
+      {
+        model: db.leads,
+        as: 'lead',
+
+        where: filter.lead
+          ? {
+              [Op.or]: [
+                {
+                  id: {
+                    [Op.in]: filter.lead
+                      .split('|')
+                      .map((term) => Utils.uuid(term)),
+                  },
+                },
+                {
+                  name: {
+                    [Op.or]: filter.lead
+                      .split('|')
+                      .map((term) => ({ [Op.iLike]: `%${term}%` })),
+                  },
+                },
+              ],
+            }
+          : {},
+      },
+
+      {
+        model: db.organizations,
+        as: 'organizations',
+      },
+    ];
+
+    if (filter) {
+      if (filter.id) {
+        where = {
+          ...where,
+          ['id']: Utils.uuid(filter.id),
+        };
+      }
+
+      if (filter.product_name) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike(
+            'product_suggestions',
+            'product_name',
+            filter.product_name,
+          ),
+        };
+      }
+
+      if (filter.suggestion_details) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike(
+            'product_suggestions',
+            'suggestion_details',
+            filter.suggestion_details,
+          ),
+        };
+      }
+
+      if (filter.active !== undefined) {
+        where = {
+          ...where,
+          active: filter.active === true || filter.active === 'true',
+        };
+      }
+
+      if (filter.organizations) {
+        const listItems = filter.organizations.split('|').map((item) => {
+          return Utils.uuid(item);
+        });
+
+        where = {
+          ...where,
+          organizationsId: { [Op.or]: listItems },
+        };
+      }
+
+      if (filter.createdAtRange) {
+        const [start, end] = filter.createdAtRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+    }
+
+    if (globalAccess) {
+      delete where.organizationsId;
+    }
+
+    const queryOptions = {
+      where,
+      include,
+      distinct: true,
+      order:
+        filter.field && filter.sort
+          ? [[filter.field, filter.sort]]
+          : [['createdAt', 'desc']],
+      transaction: options?.transaction,
+      logging: console.log,
+    };
+
+    if (!options?.countOnly) {
+      queryOptions.limit = limit ? Number(limit) : undefined;
+      queryOptions.offset = offset ? Number(offset) : undefined;
+    }
+
+    try {
+      const { rows, count } = await db.product_suggestions.findAndCountAll(
+        queryOptions,
+      );
+
+      return {
+        rows: options?.countOnly ? [] : rows,
+        count: count,
+      };
+    } catch (error) {
+      console.error('Error executing query:', error);
+      throw error;
+    }
+  }
+
+  static async findAllAutocomplete(
+    query,
+    limit,
+    offset,
+    globalAccess,
+    organizationId,
+  ) {
+    let where = {};
+
+    if (!globalAccess && organizationId) {
+      where.organizationId = organizationId;
+    }
+
+    if (query) {
+      where = {
+        [Op.or]: [
+          { ['id']: Utils.uuid(query) },
+          Utils.ilike('product_suggestions', 'product_name', query),
+        ],
+      };
+    }
+
+    const records = await db.product_suggestions.findAll({
+      attributes: ['id', 'product_name'],
+      where,
+      limit: limit ? Number(limit) : undefined,
+      offset: offset ? Number(offset) : undefined,
+      orderBy: [['product_name', 'ASC']],
+    });
+
+    return records.map((record) => ({
+      id: record.id,
+      label: record.product_name,
+    }));
+  }
+};

backend/src/db/api/roles.js

@@ -0,0 +1,344 @@
+const db = require('../models');
+const FileDBApi = require('./file');
+const crypto = require('crypto');
+const Utils = require('../utils');
+
+const config = require('../../config');
+
+const Sequelize = db.Sequelize;
+const Op = Sequelize.Op;
+
+module.exports = class RolesDBApi {
+  static async create(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const roles = await db.roles.create(
+      {
+        id: data.id || undefined,
+
+        name: data.name || null,
+        role_customization: data.role_customization || null,
+        globalAccess: data.globalAccess || false,
+
+        importHash: data.importHash || null,
+        createdById: currentUser.id,
+        updatedById: currentUser.id,
+      },
+      { transaction },
+    );
+
+    await roles.setPermissions(data.permissions || [], {
+      transaction,
+    });
+
+    return roles;
+  }
+
+  static async bulkImport(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    // Prepare data - wrapping individual data transformations in a map() method
+    const rolesData = data.map((item, index) => ({
+      id: item.id || undefined,
+
+      name: item.name || null,
+      role_customization: item.role_customization || null,
+      globalAccess: item.globalAccess || false,
+
+      importHash: item.importHash || null,
+      createdById: currentUser.id,
+      updatedById: currentUser.id,
+      createdAt: new Date(Date.now() + index * 1000),
+    }));
+
+    // Bulk create items
+    const roles = await db.roles.bulkCreate(rolesData, { transaction });
+
+    // For each item created, replace relation files
+
+    return roles;
+  }
+
+  static async update(id, data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+    const globalAccess = currentUser.app_role?.globalAccess;
+
+    const roles = await db.roles.findByPk(id, {}, { transaction });
+
+    const updatePayload = {};
+
+    if (data.name !== undefined) updatePayload.name = data.name;
+
+    if (data.role_customization !== undefined)
+      updatePayload.role_customization = data.role_customization;
+
+    if (data.globalAccess !== undefined)
+      updatePayload.globalAccess = data.globalAccess;
+
+    updatePayload.updatedById = currentUser.id;
+
+    await roles.update(updatePayload, { transaction });
+
+    if (data.permissions !== undefined) {
+      await roles.setPermissions(data.permissions, { transaction });
+    }
+
+    return roles;
+  }
+
+  static async deleteByIds(ids, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const roles = await db.roles.findAll({
+      where: {
+        id: {
+          [Op.in]: ids,
+        },
+      },
+      transaction,
+    });
+
+    await db.sequelize.transaction(async (transaction) => {
+      for (const record of roles) {
+        await record.update({ deletedBy: currentUser.id }, { transaction });
+      }
+      for (const record of roles) {
+        await record.destroy({ transaction });
+      }
+    });
+
+    return roles;
+  }
+
+  static async remove(id, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const roles = await db.roles.findByPk(id, options);
+
+    await roles.update(
+      {
+        deletedBy: currentUser.id,
+      },
+      {
+        transaction,
+      },
+    );
+
+    await roles.destroy({
+      transaction,
+    });
+
+    return roles;
+  }
+
+  static async findBy(where, options) {
+    const transaction = (options && options.transaction) || undefined;
+
+    const roles = await db.roles.findOne({ where }, { transaction });
+
+    if (!roles) {
+      return roles;
+    }
+
+    const output = roles.get({ plain: true });
+
+    output.users_app_role = await roles.getUsers_app_role({
+      transaction,
+    });
+
+    output.permissions = await roles.getPermissions({
+      transaction,
+    });
+
+    return output;
+  }
+
+  static async findAll(filter, globalAccess, options) {
+    const limit = filter.limit || 0;
+    let offset = 0;
+    let where = {};
+    const currentPage = +filter.page;
+
+    const user = (options && options.currentUser) || null;
+    const userOrganizations = (user && user.organizations?.id) || null;
+
+    offset = currentPage * limit;
+
+    const orderBy = null;
+
+    const transaction = (options && options.transaction) || undefined;
+
+    let include = [
+      {
+        model: db.permissions,
+        as: 'permissions',
+        required: false,
+      },
+    ];
+
+    if (filter) {
+      if (filter.id) {
+        where = {
+          ...where,
+          ['id']: Utils.uuid(filter.id),
+        };
+      }
+
+      if (filter.name) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike('roles', 'name', filter.name),
+        };
+      }
+
+      if (filter.role_customization) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike(
+            'roles',
+            'role_customization',
+            filter.role_customization,
+          ),
+        };
+      }
+
+      if (filter.active !== undefined) {
+        where = {
+          ...where,
+          active: filter.active === true || filter.active === 'true',
+        };
+      }
+
+      if (filter.globalAccess) {
+        where = {
+          ...where,
+          globalAccess: filter.globalAccess,
+        };
+      }
+
+      if (filter.permissions) {
+        const searchTerms = filter.permissions.split('|');
+
+        include = [
+          {
+            model: db.permissions,
+            as: 'permissions_filter',
+            required: searchTerms.length > 0,
+            where:
+              searchTerms.length > 0
+                ? {
+                    [Op.or]: [
+                      {
+                        id: {
+                          [Op.in]: searchTerms.map((term) => Utils.uuid(term)),
+                        },
+                      },
+                      {
+                        name: {
+                          [Op.or]: searchTerms.map((term) => ({
+                            [Op.iLike]: `%${term}%`,
+                          })),
+                        },
+                      },
+                    ],
+                  }
+                : undefined,
+          },
+          ...include,
+        ];
+      }
+
+      if (filter.createdAtRange) {
+        const [start, end] = filter.createdAtRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+    }
+
+    if (!globalAccess) {
+      where = { name: { [Op.ne]: config.roles.super_admin } };
+    }
+
+    const queryOptions = {
+      where,
+      include,
+      distinct: true,
+      order:
+        filter.field && filter.sort
+          ? [[filter.field, filter.sort]]
+          : [['createdAt', 'desc']],
+      transaction: options?.transaction,
+      logging: console.log,
+    };
+
+    if (!options?.countOnly) {
+      queryOptions.limit = limit ? Number(limit) : undefined;
+      queryOptions.offset = offset ? Number(offset) : undefined;
+    }
+
+    try {
+      const { rows, count } = await db.roles.findAndCountAll(queryOptions);
+
+      return {
+        rows: options?.countOnly ? [] : rows,
+        count: count,
+      };
+    } catch (error) {
+      console.error('Error executing query:', error);
+      throw error;
+    }
+  }
+
+  static async findAllAutocomplete(query, limit, offset, globalAccess) {
+    let where = {};
+
+    if (!globalAccess) {
+      where = { name: { [Op.ne]: config.roles.super_admin } };
+    }
+
+    if (query) {
+      where = {
+        [Op.or]: [
+          { ['id']: Utils.uuid(query) },
+          Utils.ilike('roles', 'name', query),
+        ],
+      };
+    }
+
+    const records = await db.roles.findAll({
+      attributes: ['id', 'name'],
+      where,
+      limit: limit ? Number(limit) : undefined,
+      offset: offset ? Number(offset) : undefined,
+      orderBy: [['name', 'ASC']],
+    });
+
+    return records.map((record) => ({
+      id: record.id,
+      label: record.name,
+    }));
+  }
+};

backend/src/db/api/sales.js

@@ -0,0 +1,389 @@
+const db = require('../models');
+const FileDBApi = require('./file');
+const crypto = require('crypto');
+const Utils = require('../utils');
+
+const Sequelize = db.Sequelize;
+const Op = Sequelize.Op;
+
+module.exports = class SalesDBApi {
+  static async create(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const sales = await db.sales.create(
+      {
+        id: data.id || undefined,
+
+        amount: data.amount || null,
+        sale_date: data.sale_date || null,
+        importHash: data.importHash || null,
+        createdById: currentUser.id,
+        updatedById: currentUser.id,
+      },
+      { transaction },
+    );
+
+    await sales.setLead(data.lead || null, {
+      transaction,
+    });
+
+    await sales.setOrganizations(data.organizations || null, {
+      transaction,
+    });
+
+    return sales;
+  }
+
+  static async bulkImport(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    // Prepare data - wrapping individual data transformations in a map() method
+    const salesData = data.map((item, index) => ({
+      id: item.id || undefined,
+
+      amount: item.amount || null,
+      sale_date: item.sale_date || null,
+      importHash: item.importHash || null,
+      createdById: currentUser.id,
+      updatedById: currentUser.id,
+      createdAt: new Date(Date.now() + index * 1000),
+    }));
+
+    // Bulk create items
+    const sales = await db.sales.bulkCreate(salesData, { transaction });
+
+    // For each item created, replace relation files
+
+    return sales;
+  }
+
+  static async update(id, data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+    const globalAccess = currentUser.app_role?.globalAccess;
+
+    const sales = await db.sales.findByPk(id, {}, { transaction });
+
+    const updatePayload = {};
+
+    if (data.amount !== undefined) updatePayload.amount = data.amount;
+
+    if (data.sale_date !== undefined) updatePayload.sale_date = data.sale_date;
+
+    updatePayload.updatedById = currentUser.id;
+
+    await sales.update(updatePayload, { transaction });
+
+    if (data.lead !== undefined) {
+      await sales.setLead(
+        data.lead,
+
+        { transaction },
+      );
+    }
+
+    if (data.organizations !== undefined) {
+      await sales.setOrganizations(
+        data.organizations,
+
+        { transaction },
+      );
+    }
+
+    return sales;
+  }
+
+  static async deleteByIds(ids, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const sales = await db.sales.findAll({
+      where: {
+        id: {
+          [Op.in]: ids,
+        },
+      },
+      transaction,
+    });
+
+    await db.sequelize.transaction(async (transaction) => {
+      for (const record of sales) {
+        await record.update({ deletedBy: currentUser.id }, { transaction });
+      }
+      for (const record of sales) {
+        await record.destroy({ transaction });
+      }
+    });
+
+    return sales;
+  }
+
+  static async remove(id, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const sales = await db.sales.findByPk(id, options);
+
+    await sales.update(
+      {
+        deletedBy: currentUser.id,
+      },
+      {
+        transaction,
+      },
+    );
+
+    await sales.destroy({
+      transaction,
+    });
+
+    return sales;
+  }
+
+  static async findBy(where, options) {
+    const transaction = (options && options.transaction) || undefined;
+
+    const sales = await db.sales.findOne({ where }, { transaction });
+
+    if (!sales) {
+      return sales;
+    }
+
+    const output = sales.get({ plain: true });
+
+    output.lead = await sales.getLead({
+      transaction,
+    });
+
+    output.organizations = await sales.getOrganizations({
+      transaction,
+    });
+
+    return output;
+  }
+
+  static async findAll(filter, globalAccess, options) {
+    const limit = filter.limit || 0;
+    let offset = 0;
+    let where = {};
+    const currentPage = +filter.page;
+
+    const user = (options && options.currentUser) || null;
+    const userOrganizations = (user && user.organizations?.id) || null;
+
+    if (userOrganizations) {
+      if (options?.currentUser?.organizationsId) {
+        where.organizationsId = options.currentUser.organizationsId;
+      }
+    }
+
+    offset = currentPage * limit;
+
+    const orderBy = null;
+
+    const transaction = (options && options.transaction) || undefined;
+
+    let include = [
+      {
+        model: db.leads,
+        as: 'lead',
+
+        where: filter.lead
+          ? {
+              [Op.or]: [
+                {
+                  id: {
+                    [Op.in]: filter.lead
+                      .split('|')
+                      .map((term) => Utils.uuid(term)),
+                  },
+                },
+                {
+                  name: {
+                    [Op.or]: filter.lead
+                      .split('|')
+                      .map((term) => ({ [Op.iLike]: `%${term}%` })),
+                  },
+                },
+              ],
+            }
+          : {},
+      },
+
+      {
+        model: db.organizations,
+        as: 'organizations',
+      },
+    ];
+
+    if (filter) {
+      if (filter.id) {
+        where = {
+          ...where,
+          ['id']: Utils.uuid(filter.id),
+        };
+      }
+
+      if (filter.amountRange) {
+        const [start, end] = filter.amountRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            amount: {
+              ...where.amount,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            amount: {
+              ...where.amount,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+
+      if (filter.sale_dateRange) {
+        const [start, end] = filter.sale_dateRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            sale_date: {
+              ...where.sale_date,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            sale_date: {
+              ...where.sale_date,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+
+      if (filter.active !== undefined) {
+        where = {
+          ...where,
+          active: filter.active === true || filter.active === 'true',
+        };
+      }
+
+      if (filter.organizations) {
+        const listItems = filter.organizations.split('|').map((item) => {
+          return Utils.uuid(item);
+        });
+
+        where = {
+          ...where,
+          organizationsId: { [Op.or]: listItems },
+        };
+      }
+
+      if (filter.createdAtRange) {
+        const [start, end] = filter.createdAtRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+    }
+
+    if (globalAccess) {
+      delete where.organizationsId;
+    }
+
+    const queryOptions = {
+      where,
+      include,
+      distinct: true,
+      order:
+        filter.field && filter.sort
+          ? [[filter.field, filter.sort]]
+          : [['createdAt', 'desc']],
+      transaction: options?.transaction,
+      logging: console.log,
+    };
+
+    if (!options?.countOnly) {
+      queryOptions.limit = limit ? Number(limit) : undefined;
+      queryOptions.offset = offset ? Number(offset) : undefined;
+    }
+
+    try {
+      const { rows, count } = await db.sales.findAndCountAll(queryOptions);
+
+      return {
+        rows: options?.countOnly ? [] : rows,
+        count: count,
+      };
+    } catch (error) {
+      console.error('Error executing query:', error);
+      throw error;
+    }
+  }
+
+  static async findAllAutocomplete(
+    query,
+    limit,
+    offset,
+    globalAccess,
+    organizationId,
+  ) {
+    let where = {};
+
+    if (!globalAccess && organizationId) {
+      where.organizationId = organizationId;
+    }
+
+    if (query) {
+      where = {
+        [Op.or]: [
+          { ['id']: Utils.uuid(query) },
+          Utils.ilike('sales', 'amount', query),
+        ],
+      };
+    }
+
+    const records = await db.sales.findAll({
+      attributes: ['id', 'amount'],
+      where,
+      limit: limit ? Number(limit) : undefined,
+      offset: offset ? Number(offset) : undefined,
+      orderBy: [['amount', 'ASC']],
+    });
+
+    return records.map((record) => ({
+      id: record.id,
+      label: record.amount,
+    }));
+  }
+};

backend/src/db/api/users.js

@@ -0,0 +1,804 @@
+const db = require('../models');
+const FileDBApi = require('./file');
+const crypto = require('crypto');
+const Utils = require('../utils');
+
+const bcrypt = require('bcrypt');
+const config = require('../../config');
+
+const Sequelize = db.Sequelize;
+const Op = Sequelize.Op;
+
+module.exports = class UsersDBApi {
+  static async create(data, globalAccess, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const users = await db.users.create(
+      {
+        id: data.data.id || undefined,
+
+        firstName: data.data.firstName || null,
+        lastName: data.data.lastName || null,
+        phoneNumber: data.data.phoneNumber || null,
+        email: data.data.email || null,
+        disabled: data.data.disabled || false,
+
+        password: data.data.password || null,
+        emailVerified: data.data.emailVerified || true,
+
+        emailVerificationToken: data.data.emailVerificationToken || null,
+        emailVerificationTokenExpiresAt:
+          data.data.emailVerificationTokenExpiresAt || null,
+        passwordResetToken: data.data.passwordResetToken || null,
+        passwordResetTokenExpiresAt:
+          data.data.passwordResetTokenExpiresAt || null,
+        provider: data.data.provider || null,
+        importHash: data.data.importHash || null,
+        createdById: currentUser.id,
+        updatedById: currentUser.id,
+      },
+      { transaction },
+    );
+
+    if (!data.data.app_role) {
+      const role = await db.roles.findOne({
+        where: { name: 'User' },
+      });
+      if (role) {
+        await users.setApp_role(role, {
+          transaction,
+        });
+      }
+    } else {
+      await users.setApp_role(data.data.app_role || null, {
+        transaction,
+      });
+    }
+
+    await users.setOrganizations(data.data.organizations || null, {
+      transaction,
+    });
+
+    await users.setCustom_permissions(data.data.custom_permissions || [], {
+      transaction,
+    });
+
+    await FileDBApi.replaceRelationFiles(
+      {
+        belongsTo: db.users.getTableName(),
+        belongsToColumn: 'avatar',
+        belongsToId: users.id,
+      },
+      data.data.avatar,
+      options,
+    );
+
+    return users;
+  }
+
+  static async bulkImport(data, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    // Prepare data - wrapping individual data transformations in a map() method
+    const usersData = data.map((item, index) => ({
+      id: item.id || undefined,
+
+      firstName: item.firstName || null,
+      lastName: item.lastName || null,
+      phoneNumber: item.phoneNumber || null,
+      email: item.email || null,
+      disabled: item.disabled || false,
+
+      password: item.password || null,
+      emailVerified: item.emailVerified || false,
+
+      emailVerificationToken: item.emailVerificationToken || null,
+      emailVerificationTokenExpiresAt:
+        item.emailVerificationTokenExpiresAt || null,
+      passwordResetToken: item.passwordResetToken || null,
+      passwordResetTokenExpiresAt: item.passwordResetTokenExpiresAt || null,
+      provider: item.provider || null,
+      importHash: item.importHash || null,
+      createdById: currentUser.id,
+      updatedById: currentUser.id,
+      createdAt: new Date(Date.now() + index * 1000),
+    }));
+
+    // Bulk create items
+    const users = await db.users.bulkCreate(usersData, { transaction });
+
+    // For each item created, replace relation files
+
+    for (let i = 0; i < users.length; i++) {
+      await FileDBApi.replaceRelationFiles(
+        {
+          belongsTo: db.users.getTableName(),
+          belongsToColumn: 'avatar',
+          belongsToId: users[i].id,
+        },
+        data[i].avatar,
+        options,
+      );
+    }
+
+    return users;
+  }
+
+  static async update(id, data, globalAccess, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const users = await db.users.findByPk(id, {}, { transaction });
+
+    if (!data?.app_role) {
+      data.app_role = users?.app_role?.id;
+    }
+    if (!data?.custom_permissions) {
+      data.custom_permissions = users?.custom_permissions?.map(
+        (item) => item.id,
+      );
+    }
+
+    if (data.password) {
+      data.password = bcrypt.hashSync(data.password, config.bcrypt.saltRounds);
+    } else {
+      data.password = users.password;
+    }
+
+    const updatePayload = {};
+
+    if (data.firstName !== undefined) updatePayload.firstName = data.firstName;
+
+    if (data.lastName !== undefined) updatePayload.lastName = data.lastName;
+
+    if (data.phoneNumber !== undefined)
+      updatePayload.phoneNumber = data.phoneNumber;
+
+    if (data.email !== undefined) updatePayload.email = data.email;
+
+    if (data.disabled !== undefined) updatePayload.disabled = data.disabled;
+
+    if (data.password !== undefined) updatePayload.password = data.password;
+
+    if (data.emailVerified !== undefined)
+      updatePayload.emailVerified = data.emailVerified;
+    else updatePayload.emailVerified = true;
+
+    if (data.emailVerificationToken !== undefined)
+      updatePayload.emailVerificationToken = data.emailVerificationToken;
+
+    if (data.emailVerificationTokenExpiresAt !== undefined)
+      updatePayload.emailVerificationTokenExpiresAt =
+        data.emailVerificationTokenExpiresAt;
+
+    if (data.passwordResetToken !== undefined)
+      updatePayload.passwordResetToken = data.passwordResetToken;
+
+    if (data.passwordResetTokenExpiresAt !== undefined)
+      updatePayload.passwordResetTokenExpiresAt =
+        data.passwordResetTokenExpiresAt;
+
+    if (data.provider !== undefined) updatePayload.provider = data.provider;
+
+    updatePayload.updatedById = currentUser.id;
+
+    await users.update(updatePayload, { transaction });
+
+    if (data.app_role !== undefined) {
+      await users.setApp_role(
+        data.app_role,
+
+        { transaction },
+      );
+    }
+
+    if (data.organizations !== undefined) {
+      await users.setOrganizations(
+        data.organizations,
+
+        { transaction },
+      );
+    }
+
+    if (data.custom_permissions !== undefined) {
+      await users.setCustom_permissions(data.custom_permissions, {
+        transaction,
+      });
+    }
+
+    await FileDBApi.replaceRelationFiles(
+      {
+        belongsTo: db.users.getTableName(),
+        belongsToColumn: 'avatar',
+        belongsToId: users.id,
+      },
+      data.avatar,
+      options,
+    );
+
+    return users;
+  }
+
+  static async deleteByIds(ids, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const users = await db.users.findAll({
+      where: {
+        id: {
+          [Op.in]: ids,
+        },
+      },
+      transaction,
+    });
+
+    await db.sequelize.transaction(async (transaction) => {
+      for (const record of users) {
+        await record.update({ deletedBy: currentUser.id }, { transaction });
+      }
+      for (const record of users) {
+        await record.destroy({ transaction });
+      }
+    });
+
+    return users;
+  }
+
+  static async remove(id, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const users = await db.users.findByPk(id, options);
+
+    await users.update(
+      {
+        deletedBy: currentUser.id,
+      },
+      {
+        transaction,
+      },
+    );
+
+    await users.destroy({
+      transaction,
+    });
+
+    return users;
+  }
+
+  static async findBy(where, options) {
+    const transaction = (options && options.transaction) || undefined;
+
+    const users = await db.users.findOne({ where }, { transaction });
+
+    if (!users) {
+      return users;
+    }
+
+    const output = users.get({ plain: true });
+
+    output.leads_assigned_to = await users.getLeads_assigned_to({
+      transaction,
+    });
+
+    output.avatar = await users.getAvatar({
+      transaction,
+    });
+
+    output.app_role = await users.getApp_role({
+      transaction,
+    });
+
+    if (output.app_role) {
+      output.app_role_permissions = await output.app_role.getPermissions({
+        transaction,
+      });
+    }
+
+    output.custom_permissions = await users.getCustom_permissions({
+      transaction,
+    });
+
+    output.organizations = await users.getOrganizations({
+      transaction,
+    });
+
+    return output;
+  }
+
+  static async findAll(filter, globalAccess, options) {
+    const limit = filter.limit || 0;
+    let offset = 0;
+    let where = {};
+    const currentPage = +filter.page;
+
+    const user = (options && options.currentUser) || null;
+    const userOrganizations = (user && user.organizations?.id) || null;
+
+    if (userOrganizations) {
+      if (options?.currentUser?.organizationsId) {
+        where.organizationsId = options.currentUser.organizationsId;
+      }
+    }
+
+    offset = currentPage * limit;
+
+    const orderBy = null;
+
+    const transaction = (options && options.transaction) || undefined;
+
+    let include = [
+      {
+        model: db.roles,
+        as: 'app_role',
+
+        where: filter.app_role
+          ? {
+              [Op.or]: [
+                {
+                  id: {
+                    [Op.in]: filter.app_role
+                      .split('|')
+                      .map((term) => Utils.uuid(term)),
+                  },
+                },
+                {
+                  name: {
+                    [Op.or]: filter.app_role
+                      .split('|')
+                      .map((term) => ({ [Op.iLike]: `%${term}%` })),
+                  },
+                },
+              ],
+            }
+          : {},
+      },
+
+      {
+        model: db.organizations,
+        as: 'organizations',
+      },
+
+      {
+        model: db.permissions,
+        as: 'custom_permissions',
+        required: false,
+      },
+
+      {
+        model: db.file,
+        as: 'avatar',
+      },
+    ];
+
+    if (filter) {
+      if (filter.id) {
+        where = {
+          ...where,
+          ['id']: Utils.uuid(filter.id),
+        };
+      }
+
+      if (filter.firstName) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike('users', 'firstName', filter.firstName),
+        };
+      }
+
+      if (filter.lastName) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike('users', 'lastName', filter.lastName),
+        };
+      }
+
+      if (filter.phoneNumber) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike('users', 'phoneNumber', filter.phoneNumber),
+        };
+      }
+
+      if (filter.email) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike('users', 'email', filter.email),
+        };
+      }
+
+      if (filter.password) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike('users', 'password', filter.password),
+        };
+      }
+
+      if (filter.emailVerificationToken) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike(
+            'users',
+            'emailVerificationToken',
+            filter.emailVerificationToken,
+          ),
+        };
+      }
+
+      if (filter.passwordResetToken) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike(
+            'users',
+            'passwordResetToken',
+            filter.passwordResetToken,
+          ),
+        };
+      }
+
+      if (filter.provider) {
+        where = {
+          ...where,
+          [Op.and]: Utils.ilike('users', 'provider', filter.provider),
+        };
+      }
+
+      if (filter.emailVerificationTokenExpiresAtRange) {
+        const [start, end] = filter.emailVerificationTokenExpiresAtRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            emailVerificationTokenExpiresAt: {
+              ...where.emailVerificationTokenExpiresAt,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            emailVerificationTokenExpiresAt: {
+              ...where.emailVerificationTokenExpiresAt,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+
+      if (filter.passwordResetTokenExpiresAtRange) {
+        const [start, end] = filter.passwordResetTokenExpiresAtRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            passwordResetTokenExpiresAt: {
+              ...where.passwordResetTokenExpiresAt,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            passwordResetTokenExpiresAt: {
+              ...where.passwordResetTokenExpiresAt,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+
+      if (filter.active !== undefined) {
+        where = {
+          ...where,
+          active: filter.active === true || filter.active === 'true',
+        };
+      }
+
+      if (filter.disabled) {
+        where = {
+          ...where,
+          disabled: filter.disabled,
+        };
+      }
+
+      if (filter.emailVerified) {
+        where = {
+          ...where,
+          emailVerified: filter.emailVerified,
+        };
+      }
+
+      if (filter.organizations) {
+        const listItems = filter.organizations.split('|').map((item) => {
+          return Utils.uuid(item);
+        });
+
+        where = {
+          ...where,
+          organizationsId: { [Op.or]: listItems },
+        };
+      }
+
+      if (filter.custom_permissions) {
+        const searchTerms = filter.custom_permissions.split('|');
+
+        include = [
+          {
+            model: db.permissions,
+            as: 'custom_permissions_filter',
+            required: searchTerms.length > 0,
+            where:
+              searchTerms.length > 0
+                ? {
+                    [Op.or]: [
+                      {
+                        id: {
+                          [Op.in]: searchTerms.map((term) => Utils.uuid(term)),
+                        },
+                      },
+                      {
+                        name: {
+                          [Op.or]: searchTerms.map((term) => ({
+                            [Op.iLike]: `%${term}%`,
+                          })),
+                        },
+                      },
+                    ],
+                  }
+                : undefined,
+          },
+          ...include,
+        ];
+      }
+
+      if (filter.createdAtRange) {
+        const [start, end] = filter.createdAtRange;
+
+        if (start !== undefined && start !== null && start !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.gte]: start,
+            },
+          };
+        }
+
+        if (end !== undefined && end !== null && end !== '') {
+          where = {
+            ...where,
+            ['createdAt']: {
+              ...where.createdAt,
+              [Op.lte]: end,
+            },
+          };
+        }
+      }
+    }
+
+    if (globalAccess) {
+      delete where.organizationsId;
+    }
+
+    const queryOptions = {
+      where,
+      include,
+      distinct: true,
+      order:
+        filter.field && filter.sort
+          ? [[filter.field, filter.sort]]
+          : [['createdAt', 'desc']],
+      transaction: options?.transaction,
+      logging: console.log,
+    };
+
+    if (!options?.countOnly) {
+      queryOptions.limit = limit ? Number(limit) : undefined;
+      queryOptions.offset = offset ? Number(offset) : undefined;
+    }
+
+    try {
+      const { rows, count } = await db.users.findAndCountAll(queryOptions);
+
+      return {
+        rows: options?.countOnly ? [] : rows,
+        count: count,
+      };
+    } catch (error) {
+      console.error('Error executing query:', error);
+      throw error;
+    }
+  }
+
+  static async findAllAutocomplete(
+    query,
+    limit,
+    offset,
+    globalAccess,
+    organizationId,
+  ) {
+    let where = {};
+
+    if (!globalAccess && organizationId) {
+      where.organizationId = organizationId;
+    }
+
+    if (query) {
+      where = {
+        [Op.or]: [
+          { ['id']: Utils.uuid(query) },
+          Utils.ilike('users', 'firstName', query),
+        ],
+      };
+    }
+
+    const records = await db.users.findAll({
+      attributes: ['id', 'firstName'],
+      where,
+      limit: limit ? Number(limit) : undefined,
+      offset: offset ? Number(offset) : undefined,
+      orderBy: [['firstName', 'ASC']],
+    });
+
+    return records.map((record) => ({
+      id: record.id,
+      label: record.firstName,
+    }));
+  }
+
+  static async createFromAuth(data, options) {
+    const transaction = (options && options.transaction) || undefined;
+    const users = await db.users.create(
+      {
+        email: data.email,
+        firstName: data.firstName,
+        authenticationUid: data.authenticationUid,
+        password: data.password,
+
+        organizationId: data.organizationId,
+      },
+      { transaction },
+    );
+
+    const app_role = await db.roles.findOne({
+      where: { name: config.roles?.user || 'User' },
+    });
+    if (app_role?.id) {
+      await users.setApp_role(app_role?.id || null, {
+        transaction,
+      });
+    }
+
+    await users.update(
+      {
+        authenticationUid: users.id,
+      },
+      { transaction },
+    );
+
+    delete users.password;
+    return users;
+  }
+
+  static async updatePassword(id, password, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+
+    const transaction = (options && options.transaction) || undefined;
+
+    const users = await db.users.findByPk(id, {
+      transaction,
+    });
+
+    await users.update(
+      {
+        password,
+        authenticationUid: id,
+        updatedById: currentUser.id,
+      },
+      { transaction },
+    );
+
+    return users;
+  }
+
+  static async generateEmailVerificationToken(email, options) {
+    return this._generateToken(
+      ['emailVerificationToken', 'emailVerificationTokenExpiresAt'],
+      email,
+      options,
+    );
+  }
+
+  static async generatePasswordResetToken(email, options) {
+    return this._generateToken(
+      ['passwordResetToken', 'passwordResetTokenExpiresAt'],
+      email,
+      options,
+    );
+  }
+
+  static async findByPasswordResetToken(token, options) {
+    const transaction = (options && options.transaction) || undefined;
+
+    return db.users.findOne(
+      {
+        where: {
+          passwordResetToken: token,
+          passwordResetTokenExpiresAt: {
+            [db.Sequelize.Op.gt]: Date.now(),
+          },
+        },
+      },
+      { transaction },
+    );
+  }
+
+  static async findByEmailVerificationToken(token, options) {
+    const transaction = (options && options.transaction) || undefined;
+    return db.users.findOne(
+      {
+        where: {
+          emailVerificationToken: token,
+          emailVerificationTokenExpiresAt: {
+            [db.Sequelize.Op.gt]: Date.now(),
+          },
+        },
+      },
+      { transaction },
+    );
+  }
+
+  static async markEmailVerified(id, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+
+    const users = await db.users.findByPk(id, {
+      transaction,
+    });
+
+    await users.update(
+      {
+        emailVerified: true,
+        updatedById: currentUser.id,
+      },
+      { transaction },
+    );
+
+    return true;
+  }
+
+  static async _generateToken(keyNames, email, options) {
+    const currentUser = (options && options.currentUser) || { id: null };
+    const transaction = (options && options.transaction) || undefined;
+    const users = await db.users.findOne(
+      {
+        where: { email: email.toLowerCase() },
+      },
+      {
+        transaction,
+      },
+    );
+
+    const token = crypto.randomBytes(20).toString('hex');
+    const tokenExpiresAt = Date.now() + 360000;
+
+    if (users) {
+      await users.update(
+        {
+          [keyNames[0]]: token,
+          [keyNames[1]]: tokenExpiresAt,
+          updatedById: currentUser.id,
+        },
+        { transaction },
+      );
+    }
+
+    return token;
+  }
+};

backend/src/db/db.config.js

@@ -0,0 +1,31 @@
+module.exports = {
+  production: {
+    dialect: 'postgres',
+    username: process.env.DB_USER,
+    password: process.env.DB_PASS,
+    database: process.env.DB_NAME,
+    host: process.env.DB_HOST,
+    port: process.env.DB_PORT,
+    logging: console.log,
+    seederStorage: 'sequelize',
+  },
+  development: {
+    username: 'postgres',
+    dialect: 'postgres',
+    password: '',
+    database: 'db_ai_business_automation_financial_advisor',
+    host: process.env.DB_HOST || 'localhost',
+    logging: console.log,
+    seederStorage: 'sequelize',
+  },
+  dev_stage: {
+    dialect: 'postgres',
+    username: process.env.DB_USER,
+    password: process.env.DB_PASS,
+    database: process.env.DB_NAME,
+    host: process.env.DB_HOST,
+    port: process.env.DB_PORT,
+    logging: console.log,
+    seederStorage: 'sequelize',
+  },
+};

backend/src/db/models/after_sales_followups.js

@@ -0,0 +1,69 @@
+const config = require('../../config');
+const providers = config.providers;
+const crypto = require('crypto');
+const bcrypt = require('bcrypt');
+const moment = require('moment');
+
+module.exports = function (sequelize, DataTypes) {
+  const after_sales_followups = sequelize.define(
+    'after_sales_followups',
+    {
+      id: {
+        type: DataTypes.UUID,
+        defaultValue: DataTypes.UUIDV4,
+        primaryKey: true,
+      },
+
+      followup_notes: {
+        type: DataTypes.TEXT,
+      },
+
+      followup_date: {
+        type: DataTypes.DATE,
+      },
+
+      importHash: {
+        type: DataTypes.STRING(255),
+        allowNull: true,
+        unique: true,
+      },
+    },
+    {
+      timestamps: true,
+      paranoid: true,
+      freezeTableName: true,
+    },
+  );
+
+  after_sales_followups.associate = (db) => {
+    /// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
+
+    //end loop
+
+    db.after_sales_followups.belongsTo(db.leads, {
+      as: 'lead',
+      foreignKey: {
+        name: 'leadId',
+      },
+      constraints: false,
+    });
+
+    db.after_sales_followups.belongsTo(db.organizations, {
+      as: 'organizations',
+      foreignKey: {
+        name: 'organizationsId',
+      },
+      constraints: false,
+    });
+
+    db.after_sales_followups.belongsTo(db.users, {
+      as: 'createdBy',
+    });
+
+    db.after_sales_followups.belongsTo(db.users, {
+      as: 'updatedBy',
+    });
+  };
+
+  return after_sales_followups;
+};

backend/src/db/models/conversations.js

@@ -0,0 +1,69 @@
+const config = require('../../config');
+const providers = config.providers;
+const crypto = require('crypto');
+const bcrypt = require('bcrypt');
+const moment = require('moment');
+
+module.exports = function (sequelize, DataTypes) {
+  const conversations = sequelize.define(
+    'conversations',
+    {
+      id: {
+        type: DataTypes.UUID,
+        defaultValue: DataTypes.UUIDV4,
+        primaryKey: true,
+      },
+
+      content: {
+        type: DataTypes.TEXT,
+      },
+
+      timestamp: {
+        type: DataTypes.DATE,
+      },
+
+      importHash: {
+        type: DataTypes.STRING(255),
+        allowNull: true,
+        unique: true,
+      },
+    },
+    {
+      timestamps: true,
+      paranoid: true,
+      freezeTableName: true,
+    },
+  );
+
+  conversations.associate = (db) => {
+    /// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
+
+    //end loop
+
+    db.conversations.belongsTo(db.leads, {
+      as: 'lead',
+      foreignKey: {
+        name: 'leadId',
+      },
+      constraints: false,
+    });
+
+    db.conversations.belongsTo(db.organizations, {
+      as: 'organizations',
+      foreignKey: {
+        name: 'organizationsId',
+      },
+      constraints: false,
+    });
+
+    db.conversations.belongsTo(db.users, {
+      as: 'createdBy',
+    });
+
+    db.conversations.belongsTo(db.users, {
+      as: 'updatedBy',
+    });
+  };
+
+  return conversations;
+};

backend/src/db/models/crm_entries.js

@@ -0,0 +1,69 @@
+const config = require('../../config');
+const providers = config.providers;
+const crypto = require('crypto');
+const bcrypt = require('bcrypt');
+const moment = require('moment');
+
+module.exports = function (sequelize, DataTypes) {
+  const crm_entries = sequelize.define(
+    'crm_entries',
+    {
+      id: {
+        type: DataTypes.UUID,
+        defaultValue: DataTypes.UUIDV4,
+        primaryKey: true,
+      },
+
+      status: {
+        type: DataTypes.TEXT,
+      },
+
+      last_contacted: {
+        type: DataTypes.DATE,
+      },
+
+      importHash: {
+        type: DataTypes.STRING(255),
+        allowNull: true,
+        unique: true,
+      },
+    },
+    {
+      timestamps: true,
+      paranoid: true,
+      freezeTableName: true,
+    },
+  );
+
+  crm_entries.associate = (db) => {
+    /// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
+
+    //end loop
+
+    db.crm_entries.belongsTo(db.leads, {
+      as: 'lead',
+      foreignKey: {
+        name: 'leadId',
+      },
+      constraints: false,
+    });
+
+    db.crm_entries.belongsTo(db.organizations, {
+      as: 'organizations',
+      foreignKey: {
+        name: 'organizationsId',
+      },
+      constraints: false,
+    });
+
+    db.crm_entries.belongsTo(db.users, {
+      as: 'createdBy',
+    });
+
+    db.crm_entries.belongsTo(db.users, {
+      as: 'updatedBy',
+    });
+  };
+
+  return crm_entries;
+};

backend/src/db/models/file.js

@@ -0,0 +1,53 @@
+module.exports = function (sequelize, DataTypes) {
+  const file = sequelize.define(
+    'file',
+    {
+      id: {
+        type: DataTypes.UUID,
+        defaultValue: DataTypes.UUIDV4,
+        primaryKey: true,
+      },
+      belongsTo: DataTypes.STRING(255),
+      belongsToId: DataTypes.UUID,
+      belongsToColumn: DataTypes.STRING(255),
+      name: {
+        type: DataTypes.STRING(2083),
+        allowNull: false,
+        validate: {
+          notEmpty: true,
+        },
+      },
+      sizeInBytes: {
+        type: DataTypes.INTEGER,
+        allowNull: true,
+      },
+      privateUrl: {
+        type: DataTypes.STRING(2083),
+        allowNull: true,
+      },
+      publicUrl: {
+        type: DataTypes.STRING(2083),
+        allowNull: false,
+        validate: {
+          notEmpty: true,
+        },
+      },
+    },
+    {
+      timestamps: true,
+      paranoid: true,
+    },
+  );
+
+  file.associate = (db) => {
+    db.file.belongsTo(db.users, {
+      as: 'createdBy',
+    });
+
+    db.file.belongsTo(db.users, {
+      as: 'updatedBy',
+    });
+  };
+
+  return file;
+};

backend/src/db/models/index.js

@@ -0,0 +1,47 @@
+'use strict';
+
+const fs = require('fs');
+const path = require('path');
+const Sequelize = require('sequelize');
+const basename = path.basename(__filename);
+const env = process.env.NODE_ENV || 'development';
+const config = require('../db.config')[env];
+const db = {};
+
+let sequelize;
+console.log(env);
+if (config.use_env_variable) {
+  sequelize = new Sequelize(process.env[config.use_env_variable], config);
+} else {
+  sequelize = new Sequelize(
+    config.database,
+    config.username,
+    config.password,
+    config,
+  );
+}
+
+fs.readdirSync(__dirname)
+  .filter((file) => {
+    return (
+      file.indexOf('.') !== 0 && file !== basename && file.slice(-3) === '.js'
+    );
+  })
+  .forEach((file) => {
+    const model = require(path.join(__dirname, file))(
+      sequelize,
+      Sequelize.DataTypes,
+    );
+    db[model.name] = model;
+  });
+
+Object.keys(db).forEach((modelName) => {
+  if (db[modelName].associate) {
+    db[modelName].associate(db);
+  }
+});
+
+db.sequelize = sequelize;
+db.Sequelize = Sequelize;
+
+module.exports = db;

backend/src/db/models/leads.js

@@ -0,0 +1,113 @@
+const config = require('../../config');
+const providers = config.providers;
+const crypto = require('crypto');
+const bcrypt = require('bcrypt');
+const moment = require('moment');
+
+module.exports = function (sequelize, DataTypes) {
+  const leads = sequelize.define(
+    'leads',
+    {
+      id: {
+        type: DataTypes.UUID,
+        defaultValue: DataTypes.UUIDV4,
+        primaryKey: true,
+      },
+
+      name: {
+        type: DataTypes.TEXT,
+      },
+
+      email: {
+        type: DataTypes.TEXT,
+      },
+
+      phone: {
+        type: DataTypes.TEXT,
+      },
+
+      importHash: {
+        type: DataTypes.STRING(255),
+        allowNull: true,
+        unique: true,
+      },
+    },
+    {
+      timestamps: true,
+      paranoid: true,
+      freezeTableName: true,
+    },
+  );
+
+  leads.associate = (db) => {
+    /// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
+
+    db.leads.hasMany(db.after_sales_followups, {
+      as: 'after_sales_followups_lead',
+      foreignKey: {
+        name: 'leadId',
+      },
+      constraints: false,
+    });
+
+    db.leads.hasMany(db.conversations, {
+      as: 'conversations_lead',
+      foreignKey: {
+        name: 'leadId',
+      },
+      constraints: false,
+    });
+
+    db.leads.hasMany(db.crm_entries, {
+      as: 'crm_entries_lead',
+      foreignKey: {
+        name: 'leadId',
+      },
+      constraints: false,
+    });
+
+    db.leads.hasMany(db.product_suggestions, {
+      as: 'product_suggestions_lead',
+      foreignKey: {
+        name: 'leadId',
+      },
+      constraints: false,
+    });
+
+    db.leads.hasMany(db.sales, {
+      as: 'sales_lead',
+      foreignKey: {
+        name: 'leadId',
+      },
+      constraints: false,
+    });
+
+    //end loop
+
+    db.leads.belongsTo(db.users, {
+      as: 'assigned_to',
+      foreignKey: {
+        name: 'assigned_toId',
+      },
+      constraints: false,
+    });
+
+    db.leads.belongsTo(db.organizations, {
+      as: 'organizations',
+      foreignKey: {
+        name: 'organizationsId',
+      },
+      constraints: false,
+    });
+
+    db.leads.belongsTo(db.users, {
+      as: 'createdBy',
+    });
+
+    db.leads.belongsTo(db.users, {
+      as: 'updatedBy',
+    });
+  };
+
+  return leads;
+};

backend/src/db/models/marketing_automations.js

@@ -0,0 +1,65 @@
+const config = require('../../config');
+const providers = config.providers;
+const crypto = require('crypto');
+const bcrypt = require('bcrypt');
+const moment = require('moment');
+
+module.exports = function (sequelize, DataTypes) {
+  const marketing_automations = sequelize.define(
+    'marketing_automations',
+    {
+      id: {
+        type: DataTypes.UUID,
+        defaultValue: DataTypes.UUIDV4,
+        primaryKey: true,
+      },
+
+      campaign_name: {
+        type: DataTypes.TEXT,
+      },
+
+      start_date: {
+        type: DataTypes.DATE,
+      },
+
+      end_date: {
+        type: DataTypes.DATE,
+      },
+
+      importHash: {
+        type: DataTypes.STRING(255),
+        allowNull: true,
+        unique: true,
+      },
+    },
+    {
+      timestamps: true,
+      paranoid: true,
+      freezeTableName: true,
+    },
+  );
+
+  marketing_automations.associate = (db) => {
+    /// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
+
+    //end loop
+
+    db.marketing_automations.belongsTo(db.organizations, {
+      as: 'organizations',
+      foreignKey: {
+        name: 'organizationsId',
+      },
+      constraints: false,
+    });
+
+    db.marketing_automations.belongsTo(db.users, {
+      as: 'createdBy',
+    });
+
+    db.marketing_automations.belongsTo(db.users, {
+      as: 'updatedBy',
+    });
+  };
+
+  return marketing_automations;
+};

backend/src/db/models/organizations.js

@@ -0,0 +1,113 @@
+const config = require('../../config');
+const providers = config.providers;
+const crypto = require('crypto');
+const bcrypt = require('bcrypt');
+const moment = require('moment');
+
+module.exports = function (sequelize, DataTypes) {
+  const organizations = sequelize.define(
+    'organizations',
+    {
+      id: {
+        type: DataTypes.UUID,
+        defaultValue: DataTypes.UUIDV4,
+        primaryKey: true,
+      },
+
+      name: {
+        type: DataTypes.TEXT,
+      },
+
+      importHash: {
+        type: DataTypes.STRING(255),
+        allowNull: true,
+        unique: true,
+      },
+    },
+    {
+      timestamps: true,
+      paranoid: true,
+      freezeTableName: true,
+    },
+  );
+
+  organizations.associate = (db) => {
+    /// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
+
+    db.organizations.hasMany(db.users, {
+      as: 'users_organizations',
+      foreignKey: {
+        name: 'organizationsId',
+      },
+      constraints: false,
+    });
+
+    db.organizations.hasMany(db.after_sales_followups, {
+      as: 'after_sales_followups_organizations',
+      foreignKey: {
+        name: 'organizationsId',
+      },
+      constraints: false,
+    });
+
+    db.organizations.hasMany(db.conversations, {
+      as: 'conversations_organizations',
+      foreignKey: {
+        name: 'organizationsId',
+      },
+      constraints: false,
+    });
+
+    db.organizations.hasMany(db.crm_entries, {
+      as: 'crm_entries_organizations',
+      foreignKey: {
+        name: 'organizationsId',
+      },
+      constraints: false,
+    });
+
+    db.organizations.hasMany(db.leads, {
+      as: 'leads_organizations',
+      foreignKey: {
+        name: 'organizationsId',
+      },
+      constraints: false,
+    });
+
+    db.organizations.hasMany(db.marketing_automations, {
+      as: 'marketing_automations_organizations',
+      foreignKey: {
+        name: 'organizationsId',
+      },
+      constraints: false,
+    });
+
+    db.organizations.hasMany(db.product_suggestions, {
+      as: 'product_suggestions_organizations',
+      foreignKey: {
+        name: 'organizationsId',
+      },
+      constraints: false,
+    });
+
+    db.organizations.hasMany(db.sales, {
+      as: 'sales_organizations',
+      foreignKey: {
+        name: 'organizationsId',
+      },
+      constraints: false,
+    });
+
+    //end loop
+
+    db.organizations.belongsTo(db.users, {
+      as: 'createdBy',
+    });
+
+    db.organizations.belongsTo(db.users, {
+      as: 'updatedBy',
+    });
+  };
+
+  return organizations;
+};

backend/src/db/models/permissions.js

@@ -0,0 +1,49 @@
+const config = require('../../config');
+const providers = config.providers;
+const crypto = require('crypto');
+const bcrypt = require('bcrypt');
+const moment = require('moment');
+
+module.exports = function (sequelize, DataTypes) {
+  const permissions = sequelize.define(
+    'permissions',
+    {
+      id: {
+        type: DataTypes.UUID,
+        defaultValue: DataTypes.UUIDV4,
+        primaryKey: true,
+      },
+
+      name: {
+        type: DataTypes.TEXT,
+      },
+
+      importHash: {
+        type: DataTypes.STRING(255),
+        allowNull: true,
+        unique: true,
+      },
+    },
+    {
+      timestamps: true,
+      paranoid: true,
+      freezeTableName: true,
+    },
+  );
+
+  permissions.associate = (db) => {
+    /// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
+
+    //end loop
+
+    db.permissions.belongsTo(db.users, {
+      as: 'createdBy',
+    });
+
+    db.permissions.belongsTo(db.users, {
+      as: 'updatedBy',
+    });
+  };
+
+  return permissions;
+};

backend/src/db/models/product_suggestions.js

@@ -0,0 +1,69 @@
+const config = require('../../config');
+const providers = config.providers;
+const crypto = require('crypto');
+const bcrypt = require('bcrypt');
+const moment = require('moment');
+
+module.exports = function (sequelize, DataTypes) {
+  const product_suggestions = sequelize.define(
+    'product_suggestions',
+    {
+      id: {
+        type: DataTypes.UUID,
+        defaultValue: DataTypes.UUIDV4,
+        primaryKey: true,
+      },
+
+      product_name: {
+        type: DataTypes.TEXT,
+      },
+
+      suggestion_details: {
+        type: DataTypes.TEXT,
+      },
+
+      importHash: {
+        type: DataTypes.STRING(255),
+        allowNull: true,
+        unique: true,
+      },
+    },
+    {
+      timestamps: true,
+      paranoid: true,
+      freezeTableName: true,
+    },
+  );
+
+  product_suggestions.associate = (db) => {
+    /// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
+
+    //end loop
+
+    db.product_suggestions.belongsTo(db.leads, {
+      as: 'lead',
+      foreignKey: {
+        name: 'leadId',
+      },
+      constraints: false,
+    });
+
+    db.product_suggestions.belongsTo(db.organizations, {
+      as: 'organizations',
+      foreignKey: {
+        name: 'organizationsId',
+      },
+      constraints: false,
+    });
+
+    db.product_suggestions.belongsTo(db.users, {
+      as: 'createdBy',
+    });
+
+    db.product_suggestions.belongsTo(db.users, {
+      as: 'updatedBy',
+    });
+  };
+
+  return product_suggestions;
+};

backend/src/db/models/roles.js

@@ -0,0 +1,86 @@
+const config = require('../../config');
+const providers = config.providers;
+const crypto = require('crypto');
+const bcrypt = require('bcrypt');
+const moment = require('moment');
+
+module.exports = function (sequelize, DataTypes) {
+  const roles = sequelize.define(
+    'roles',
+    {
+      id: {
+        type: DataTypes.UUID,
+        defaultValue: DataTypes.UUIDV4,
+        primaryKey: true,
+      },
+
+      name: {
+        type: DataTypes.TEXT,
+      },
+
+      role_customization: {
+        type: DataTypes.TEXT,
+      },
+
+      globalAccess: {
+        type: DataTypes.BOOLEAN,
+
+        allowNull: false,
+        defaultValue: false,
+      },
+
+      importHash: {
+        type: DataTypes.STRING(255),
+        allowNull: true,
+        unique: true,
+      },
+    },
+    {
+      timestamps: true,
+      paranoid: true,
+      freezeTableName: true,
+    },
+  );
+
+  roles.associate = (db) => {
+    db.roles.belongsToMany(db.permissions, {
+      as: 'permissions',
+      foreignKey: {
+        name: 'roles_permissionsId',
+      },
+      constraints: false,
+      through: 'rolesPermissionsPermissions',
+    });
+
+    db.roles.belongsToMany(db.permissions, {
+      as: 'permissions_filter',
+      foreignKey: {
+        name: 'roles_permissionsId',
+      },
+      constraints: false,
+      through: 'rolesPermissionsPermissions',
+    });
+
+    /// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
+
+    db.roles.hasMany(db.users, {
+      as: 'users_app_role',
+      foreignKey: {
+        name: 'app_roleId',
+      },
+      constraints: false,
+    });
+
+    //end loop
+
+    db.roles.belongsTo(db.users, {
+      as: 'createdBy',
+    });
+
+    db.roles.belongsTo(db.users, {
+      as: 'updatedBy',
+    });
+  };
+
+  return roles;
+};

backend/src/db/models/sales.js

@@ -0,0 +1,69 @@
+const config = require('../../config');
+const providers = config.providers;
+const crypto = require('crypto');
+const bcrypt = require('bcrypt');
+const moment = require('moment');
+
+module.exports = function (sequelize, DataTypes) {
+  const sales = sequelize.define(
+    'sales',
+    {
+      id: {
+        type: DataTypes.UUID,
+        defaultValue: DataTypes.UUIDV4,
+        primaryKey: true,
+      },
+
+      amount: {
+        type: DataTypes.DECIMAL,
+      },
+
+      sale_date: {
+        type: DataTypes.DATE,
+      },
+
+      importHash: {
+        type: DataTypes.STRING(255),
+        allowNull: true,
+        unique: true,
+      },
+    },
+    {
+      timestamps: true,
+      paranoid: true,
+      freezeTableName: true,
+    },
+  );
+
+  sales.associate = (db) => {
+    /// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
+
+    //end loop
+
+    db.sales.belongsTo(db.leads, {
+      as: 'lead',
+      foreignKey: {
+        name: 'leadId',
+      },
+      constraints: false,
+    });
+
+    db.sales.belongsTo(db.organizations, {
+      as: 'organizations',
+      foreignKey: {
+        name: 'organizationsId',
+      },
+      constraints: false,
+    });
+
+    db.sales.belongsTo(db.users, {
+      as: 'createdBy',
+    });
+
+    db.sales.belongsTo(db.users, {
+      as: 'updatedBy',
+    });
+  };
+
+  return sales;
+};

backend/src/db/models/users.js

@@ -0,0 +1,187 @@
+const config = require('../../config');
+const providers = config.providers;
+const crypto = require('crypto');
+const bcrypt = require('bcrypt');
+const moment = require('moment');
+
+module.exports = function (sequelize, DataTypes) {
+  const users = sequelize.define(
+    'users',
+    {
+      id: {
+        type: DataTypes.UUID,
+        defaultValue: DataTypes.UUIDV4,
+        primaryKey: true,
+      },
+
+      firstName: {
+        type: DataTypes.TEXT,
+      },
+
+      lastName: {
+        type: DataTypes.TEXT,
+      },
+
+      phoneNumber: {
+        type: DataTypes.TEXT,
+      },
+
+      email: {
+        type: DataTypes.TEXT,
+      },
+
+      disabled: {
+        type: DataTypes.BOOLEAN,
+
+        allowNull: false,
+        defaultValue: false,
+      },
+
+      password: {
+        type: DataTypes.TEXT,
+      },
+
+      emailVerified: {
+        type: DataTypes.BOOLEAN,
+
+        allowNull: false,
+        defaultValue: false,
+      },
+
+      emailVerificationToken: {
+        type: DataTypes.TEXT,
+      },
+
+      emailVerificationTokenExpiresAt: {
+        type: DataTypes.DATE,
+      },
+
+      passwordResetToken: {
+        type: DataTypes.TEXT,
+      },
+
+      passwordResetTokenExpiresAt: {
+        type: DataTypes.DATE,
+      },
+
+      provider: {
+        type: DataTypes.TEXT,
+      },
+
+      importHash: {
+        type: DataTypes.STRING(255),
+        allowNull: true,
+        unique: true,
+      },
+    },
+    {
+      timestamps: true,
+      paranoid: true,
+      freezeTableName: true,
+    },
+  );
+
+  users.associate = (db) => {
+    db.users.belongsToMany(db.permissions, {
+      as: 'custom_permissions',
+      foreignKey: {
+        name: 'users_custom_permissionsId',
+      },
+      constraints: false,
+      through: 'usersCustom_permissionsPermissions',
+    });
+
+    db.users.belongsToMany(db.permissions, {
+      as: 'custom_permissions_filter',
+      foreignKey: {
+        name: 'users_custom_permissionsId',
+      },
+      constraints: false,
+      through: 'usersCustom_permissionsPermissions',
+    });
+
+    /// loop through entities and it's fields, and if ref === current e[name] and create relation has many on parent entity
+
+    db.users.hasMany(db.leads, {
+      as: 'leads_assigned_to',
+      foreignKey: {
+        name: 'assigned_toId',
+      },
+      constraints: false,
+    });
+
+    //end loop
+
+    db.users.belongsTo(db.roles, {
+      as: 'app_role',
+      foreignKey: {
+        name: 'app_roleId',
+      },
+      constraints: false,
+    });
+
+    db.users.belongsTo(db.organizations, {
+      as: 'organizations',
+      foreignKey: {
+        name: 'organizationsId',
+      },
+      constraints: false,
+    });
+
+    db.users.hasMany(db.file, {
+      as: 'avatar',
+      foreignKey: 'belongsToId',
+      constraints: false,
+      scope: {
+        belongsTo: db.users.getTableName(),
+        belongsToColumn: 'avatar',
+      },
+    });
+
+    db.users.belongsTo(db.users, {
+      as: 'createdBy',
+    });
+
+    db.users.belongsTo(db.users, {
+      as: 'updatedBy',
+    });
+  };
+
+  users.beforeCreate((users, options) => {
+    users = trimStringFields(users);
+
+    if (
+      users.provider !== providers.LOCAL &&
+      Object.values(providers).indexOf(users.provider) > -1
+    ) {
+      users.emailVerified = true;
+
+      if (!users.password) {
+        const password = crypto.randomBytes(20).toString('hex');
+
+        const hashedPassword = bcrypt.hashSync(
+          password,
+          config.bcrypt.saltRounds,
+        );
+
+        users.password = hashedPassword;
+      }
+    }
+  });
+
+  users.beforeUpdate((users, options) => {
+    users = trimStringFields(users);
+  });
+
+  return users;
+};
+
+function trimStringFields(users) {
+  users.email = users.email.trim();
+
+  users.firstName = users.firstName ? users.firstName.trim() : null;
+
+  users.lastName = users.lastName ? users.lastName.trim() : null;
+
+  return users;
+}

backend/src/db/reset.js

@@ -0,0 +1,16 @@
+const db = require('./models');
+const { execSync } = require('child_process');
+
+console.log('Resetting Database');
+
+db.sequelize
+  .sync({ force: true })
+  .then(() => {
+    execSync('sequelize db:seed:all');
+    console.log('OK');
+    process.exit();
+  })
+  .catch((error) => {
+    console.error(error);
+    process.exit(1);
+  });

backend/src/db/seeders/20200430130759-admin-user.js

@@ -0,0 +1,84 @@
+'use strict';
+const bcrypt = require('bcrypt');
+const config = require('../../config');
+
+const ids = [
+  '193bf4b5-9f07-4bd5-9a43-e7e41f3e96af',
+  'af5a87be-8f9c-4630-902a-37a60b7005ba',
+  '5bc531ab-611f-41f3-9373-b7cc5d09c93d',
+  'ab4cf9bf-4eef-4107-b73d-9d0274cf69bc',
+];
+
+module.exports = {
+  up: async (queryInterface, Sequelize) => {
+    let admin_hash = bcrypt.hashSync(
+      config.admin_pass,
+      config.bcrypt.saltRounds,
+    );
+    let user_hash = bcrypt.hashSync(config.user_pass, config.bcrypt.saltRounds);
+
+    try {
+      await queryInterface.bulkInsert('users', [
+        {
+          id: ids[0],
+          firstName: 'Admin',
+          email: config.admin_email,
+          emailVerified: true,
+          provider: config.providers.LOCAL,
+          password: admin_hash,
+          createdAt: new Date(),
+          updatedAt: new Date(),
+        },
+        {
+          id: ids[1],
+          firstName: 'John',
+          email: 'john@doe.com',
+          emailVerified: true,
+          provider: config.providers.LOCAL,
+          password: user_hash,
+          createdAt: new Date(),
+          updatedAt: new Date(),
+        },
+        {
+          id: ids[2],
+          firstName: 'Client',
+          email: 'client@hello.com',
+          emailVerified: true,
+          provider: config.providers.LOCAL,
+          password: user_hash,
+          createdAt: new Date(),
+          updatedAt: new Date(),
+        },
+        {
+          id: ids[3],
+          firstName: 'Super Admin',
+          email: 'super_admin@flatlogic.com',
+          emailVerified: true,
+          provider: config.providers.LOCAL,
+          password: admin_hash,
+          createdAt: new Date(),
+          updatedAt: new Date(),
+        },
+      ]);
+    } catch (error) {
+      console.error('Error during bulkInsert:', error);
+      throw error;
+    }
+  },
+  down: async (queryInterface, Sequelize) => {
+    try {
+      await queryInterface.bulkDelete(
+        'users',
+        {
+          id: {
+            [Sequelize.Op.in]: ids,
+          },
+        },
+        {},
+      );
+    } catch (error) {
+      console.error('Error during bulkDelete:', error);
+      throw error;
+    }
+  },
+};

backend/src/db/seeders/20231127130745-sample-data.js

@@ -0,0 +1,824 @@
+const db = require('../models');
+const Users = db.users;
+
+const AfterSalesFollowups = db.after_sales_followups;
+
+const Conversations = db.conversations;
+
+const CrmEntries = db.crm_entries;
+
+const Leads = db.leads;
+
+const MarketingAutomations = db.marketing_automations;
+
+const ProductSuggestions = db.product_suggestions;
+
+const Sales = db.sales;
+
+const Organizations = db.organizations;
+
+const AfterSalesFollowupsData = [
+  {
+    // type code here for "relation_one" field
+
+    followup_notes: 'Checked in post-purchase.',
+
+    followup_date: new Date('2023-10-10T10:00:00Z'),
+
+    // type code here for "relation_one" field
+  },
+
+  {
+    // type code here for "relation_one" field
+
+    followup_notes: 'Provided additional product training.',
+
+    followup_date: new Date('2023-10-12T11:30:00Z'),
+
+    // type code here for "relation_one" field
+  },
+
+  {
+    // type code here for "relation_one" field
+
+    followup_notes: 'Discussed renewal options.',
+
+    followup_date: new Date('2023-10-15T09:15:00Z'),
+
+    // type code here for "relation_one" field
+  },
+];
+
+const ConversationsData = [
+  {
+    // type code here for "relation_one" field
+
+    content: 'Discussed potential partnership opportunities.',
+
+    timestamp: new Date('2023-10-01T10:00:00Z'),
+
+    // type code here for "relation_one" field
+  },
+
+  {
+    // type code here for "relation_one" field
+
+    content: 'Followed up on previous meeting notes.',
+
+    timestamp: new Date('2023-10-02T11:30:00Z'),
+
+    // type code here for "relation_one" field
+  },
+
+  {
+    // type code here for "relation_one" field
+
+    content: 'Explored new product features.',
+
+    timestamp: new Date('2023-10-03T09:15:00Z'),
+
+    // type code here for "relation_one" field
+  },
+];
+
+const CrmEntriesData = [
+  {
+    // type code here for "relation_one" field
+
+    status: 'Interested',
+
+    last_contacted: new Date('2023-10-01T10:00:00Z'),
+
+    // type code here for "relation_one" field
+  },
+
+  {
+    // type code here for "relation_one" field
+
+    status: 'In Negotiation',
+
+    last_contacted: new Date('2023-10-02T11:30:00Z'),
+
+    // type code here for "relation_one" field
+  },
+
+  {
+    // type code here for "relation_one" field
+
+    status: 'Closed Won',
+
+    last_contacted: new Date('2023-10-03T09:15:00Z'),
+
+    // type code here for "relation_one" field
+  },
+];
+
+const LeadsData = [
+  {
+    name: 'Acme Corp',
+
+    email: 'contact@acmecorp.com',
+
+    phone: '1234567890',
+
+    // type code here for "relation_one" field
+
+    // type code here for "relation_one" field
+  },
+
+  {
+    name: 'Globex Inc',
+
+    email: 'info@globex.com',
+
+    phone: '0987654321',
+
+    // type code here for "relation_one" field
+
+    // type code here for "relation_one" field
+  },
+
+  {
+    name: 'Initech',
+
+    email: 'support@initech.com',
+
+    phone: '1122334455',
+
+    // type code here for "relation_one" field
+
+    // type code here for "relation_one" field
+  },
+];
+
+const MarketingAutomationsData = [
+  {
+    campaign_name: 'Winter Sale',
+
+    start_date: new Date('2023-11-01T00:00:00Z'),
+
+    end_date: new Date('2023-12-31T23:59:59Z'),
+
+    // type code here for "relation_one" field
+  },
+
+  {
+    campaign_name: 'Spring Launch',
+
+    start_date: new Date('2024-03-01T00:00:00Z'),
+
+    end_date: new Date('2024-04-30T23:59:59Z'),
+
+    // type code here for "relation_one" field
+  },
+
+  {
+    campaign_name: 'Summer Special',
+
+    start_date: new Date('2024-06-01T00:00:00Z'),
+
+    end_date: new Date('2024-07-31T23:59:59Z'),
+
+    // type code here for "relation_one" field
+  },
+];
+
+const ProductSuggestionsData = [
+  {
+    // type code here for "relation_one" field
+
+    product_name: 'AI Assistant Pro',
+
+    suggestion_details: 'Recommended for enhancing customer support.',
+
+    // type code here for "relation_one" field
+  },
+
+  {
+    // type code here for "relation_one" field
+
+    product_name: 'CRM Plus',
+
+    suggestion_details: 'Ideal for managing large client databases.',
+
+    // type code here for "relation_one" field
+  },
+
+  {
+    // type code here for "relation_one" field
+
+    product_name: 'Marketing Suite',
+
+    suggestion_details: 'Perfect for automating marketing campaigns.',
+
+    // type code here for "relation_one" field
+  },
+];
+
+const SalesData = [
+  {
+    // type code here for "relation_one" field
+
+    amount: 5000,
+
+    sale_date: new Date('2023-10-01T10:00:00Z'),
+
+    // type code here for "relation_one" field
+  },
+
+  {
+    // type code here for "relation_one" field
+
+    amount: 7500,
+
+    sale_date: new Date('2023-10-02T11:30:00Z'),
+
+    // type code here for "relation_one" field
+  },
+
+  {
+    // type code here for "relation_one" field
+
+    amount: 10000,
+
+    sale_date: new Date('2023-10-03T09:15:00Z'),
+
+    // type code here for "relation_one" field
+  },
+];
+
+const OrganizationsData = [
+  {
+    name: 'Jonas Salk',
+  },
+
+  {
+    name: 'Max von Laue',
+  },
+
+  {
+    name: 'Frederick Gowland Hopkins',
+  },
+];
+
+// Similar logic for "relation_many"
+
+async function associateUserWithOrganization() {
+  const relatedOrganization0 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const User0 = await Users.findOne({
+    order: [['id', 'ASC']],
+    offset: 0,
+  });
+  if (User0?.setOrganization) {
+    await User0.setOrganization(relatedOrganization0);
+  }
+
+  const relatedOrganization1 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const User1 = await Users.findOne({
+    order: [['id', 'ASC']],
+    offset: 1,
+  });
+  if (User1?.setOrganization) {
+    await User1.setOrganization(relatedOrganization1);
+  }
+
+  const relatedOrganization2 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const User2 = await Users.findOne({
+    order: [['id', 'ASC']],
+    offset: 2,
+  });
+  if (User2?.setOrganization) {
+    await User2.setOrganization(relatedOrganization2);
+  }
+}
+
+async function associateAfterSalesFollowupWithLead() {
+  const relatedLead0 = await Leads.findOne({
+    offset: Math.floor(Math.random() * (await Leads.count())),
+  });
+  const AfterSalesFollowup0 = await AfterSalesFollowups.findOne({
+    order: [['id', 'ASC']],
+    offset: 0,
+  });
+  if (AfterSalesFollowup0?.setLead) {
+    await AfterSalesFollowup0.setLead(relatedLead0);
+  }
+
+  const relatedLead1 = await Leads.findOne({
+    offset: Math.floor(Math.random() * (await Leads.count())),
+  });
+  const AfterSalesFollowup1 = await AfterSalesFollowups.findOne({
+    order: [['id', 'ASC']],
+    offset: 1,
+  });
+  if (AfterSalesFollowup1?.setLead) {
+    await AfterSalesFollowup1.setLead(relatedLead1);
+  }
+
+  const relatedLead2 = await Leads.findOne({
+    offset: Math.floor(Math.random() * (await Leads.count())),
+  });
+  const AfterSalesFollowup2 = await AfterSalesFollowups.findOne({
+    order: [['id', 'ASC']],
+    offset: 2,
+  });
+  if (AfterSalesFollowup2?.setLead) {
+    await AfterSalesFollowup2.setLead(relatedLead2);
+  }
+}
+
+async function associateAfterSalesFollowupWithOrganization() {
+  const relatedOrganization0 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const AfterSalesFollowup0 = await AfterSalesFollowups.findOne({
+    order: [['id', 'ASC']],
+    offset: 0,
+  });
+  if (AfterSalesFollowup0?.setOrganization) {
+    await AfterSalesFollowup0.setOrganization(relatedOrganization0);
+  }
+
+  const relatedOrganization1 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const AfterSalesFollowup1 = await AfterSalesFollowups.findOne({
+    order: [['id', 'ASC']],
+    offset: 1,
+  });
+  if (AfterSalesFollowup1?.setOrganization) {
+    await AfterSalesFollowup1.setOrganization(relatedOrganization1);
+  }
+
+  const relatedOrganization2 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const AfterSalesFollowup2 = await AfterSalesFollowups.findOne({
+    order: [['id', 'ASC']],
+    offset: 2,
+  });
+  if (AfterSalesFollowup2?.setOrganization) {
+    await AfterSalesFollowup2.setOrganization(relatedOrganization2);
+  }
+}
+
+async function associateConversationWithLead() {
+  const relatedLead0 = await Leads.findOne({
+    offset: Math.floor(Math.random() * (await Leads.count())),
+  });
+  const Conversation0 = await Conversations.findOne({
+    order: [['id', 'ASC']],
+    offset: 0,
+  });
+  if (Conversation0?.setLead) {
+    await Conversation0.setLead(relatedLead0);
+  }
+
+  const relatedLead1 = await Leads.findOne({
+    offset: Math.floor(Math.random() * (await Leads.count())),
+  });
+  const Conversation1 = await Conversations.findOne({
+    order: [['id', 'ASC']],
+    offset: 1,
+  });
+  if (Conversation1?.setLead) {
+    await Conversation1.setLead(relatedLead1);
+  }
+
+  const relatedLead2 = await Leads.findOne({
+    offset: Math.floor(Math.random() * (await Leads.count())),
+  });
+  const Conversation2 = await Conversations.findOne({
+    order: [['id', 'ASC']],
+    offset: 2,
+  });
+  if (Conversation2?.setLead) {
+    await Conversation2.setLead(relatedLead2);
+  }
+}
+
+async function associateConversationWithOrganization() {
+  const relatedOrganization0 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const Conversation0 = await Conversations.findOne({
+    order: [['id', 'ASC']],
+    offset: 0,
+  });
+  if (Conversation0?.setOrganization) {
+    await Conversation0.setOrganization(relatedOrganization0);
+  }
+
+  const relatedOrganization1 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const Conversation1 = await Conversations.findOne({
+    order: [['id', 'ASC']],
+    offset: 1,
+  });
+  if (Conversation1?.setOrganization) {
+    await Conversation1.setOrganization(relatedOrganization1);
+  }
+
+  const relatedOrganization2 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const Conversation2 = await Conversations.findOne({
+    order: [['id', 'ASC']],
+    offset: 2,
+  });
+  if (Conversation2?.setOrganization) {
+    await Conversation2.setOrganization(relatedOrganization2);
+  }
+}
+
+async function associateCrmEntryWithLead() {
+  const relatedLead0 = await Leads.findOne({
+    offset: Math.floor(Math.random() * (await Leads.count())),
+  });
+  const CrmEntry0 = await CrmEntries.findOne({
+    order: [['id', 'ASC']],
+    offset: 0,
+  });
+  if (CrmEntry0?.setLead) {
+    await CrmEntry0.setLead(relatedLead0);
+  }
+
+  const relatedLead1 = await Leads.findOne({
+    offset: Math.floor(Math.random() * (await Leads.count())),
+  });
+  const CrmEntry1 = await CrmEntries.findOne({
+    order: [['id', 'ASC']],
+    offset: 1,
+  });
+  if (CrmEntry1?.setLead) {
+    await CrmEntry1.setLead(relatedLead1);
+  }
+
+  const relatedLead2 = await Leads.findOne({
+    offset: Math.floor(Math.random() * (await Leads.count())),
+  });
+  const CrmEntry2 = await CrmEntries.findOne({
+    order: [['id', 'ASC']],
+    offset: 2,
+  });
+  if (CrmEntry2?.setLead) {
+    await CrmEntry2.setLead(relatedLead2);
+  }
+}
+
+async function associateCrmEntryWithOrganization() {
+  const relatedOrganization0 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const CrmEntry0 = await CrmEntries.findOne({
+    order: [['id', 'ASC']],
+    offset: 0,
+  });
+  if (CrmEntry0?.setOrganization) {
+    await CrmEntry0.setOrganization(relatedOrganization0);
+  }
+
+  const relatedOrganization1 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const CrmEntry1 = await CrmEntries.findOne({
+    order: [['id', 'ASC']],
+    offset: 1,
+  });
+  if (CrmEntry1?.setOrganization) {
+    await CrmEntry1.setOrganization(relatedOrganization1);
+  }
+
+  const relatedOrganization2 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const CrmEntry2 = await CrmEntries.findOne({
+    order: [['id', 'ASC']],
+    offset: 2,
+  });
+  if (CrmEntry2?.setOrganization) {
+    await CrmEntry2.setOrganization(relatedOrganization2);
+  }
+}
+
+async function associateLeadWithAssigned_to() {
+  const relatedAssigned_to0 = await Users.findOne({
+    offset: Math.floor(Math.random() * (await Users.count())),
+  });
+  const Lead0 = await Leads.findOne({
+    order: [['id', 'ASC']],
+    offset: 0,
+  });
+  if (Lead0?.setAssigned_to) {
+    await Lead0.setAssigned_to(relatedAssigned_to0);
+  }
+
+  const relatedAssigned_to1 = await Users.findOne({
+    offset: Math.floor(Math.random() * (await Users.count())),
+  });
+  const Lead1 = await Leads.findOne({
+    order: [['id', 'ASC']],
+    offset: 1,
+  });
+  if (Lead1?.setAssigned_to) {
+    await Lead1.setAssigned_to(relatedAssigned_to1);
+  }
+
+  const relatedAssigned_to2 = await Users.findOne({
+    offset: Math.floor(Math.random() * (await Users.count())),
+  });
+  const Lead2 = await Leads.findOne({
+    order: [['id', 'ASC']],
+    offset: 2,
+  });
+  if (Lead2?.setAssigned_to) {
+    await Lead2.setAssigned_to(relatedAssigned_to2);
+  }
+}
+
+async function associateLeadWithOrganization() {
+  const relatedOrganization0 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const Lead0 = await Leads.findOne({
+    order: [['id', 'ASC']],
+    offset: 0,
+  });
+  if (Lead0?.setOrganization) {
+    await Lead0.setOrganization(relatedOrganization0);
+  }
+
+  const relatedOrganization1 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const Lead1 = await Leads.findOne({
+    order: [['id', 'ASC']],
+    offset: 1,
+  });
+  if (Lead1?.setOrganization) {
+    await Lead1.setOrganization(relatedOrganization1);
+  }
+
+  const relatedOrganization2 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const Lead2 = await Leads.findOne({
+    order: [['id', 'ASC']],
+    offset: 2,
+  });
+  if (Lead2?.setOrganization) {
+    await Lead2.setOrganization(relatedOrganization2);
+  }
+}
+
+async function associateMarketingAutomationWithOrganization() {
+  const relatedOrganization0 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const MarketingAutomation0 = await MarketingAutomations.findOne({
+    order: [['id', 'ASC']],
+    offset: 0,
+  });
+  if (MarketingAutomation0?.setOrganization) {
+    await MarketingAutomation0.setOrganization(relatedOrganization0);
+  }
+
+  const relatedOrganization1 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const MarketingAutomation1 = await MarketingAutomations.findOne({
+    order: [['id', 'ASC']],
+    offset: 1,
+  });
+  if (MarketingAutomation1?.setOrganization) {
+    await MarketingAutomation1.setOrganization(relatedOrganization1);
+  }
+
+  const relatedOrganization2 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const MarketingAutomation2 = await MarketingAutomations.findOne({
+    order: [['id', 'ASC']],
+    offset: 2,
+  });
+  if (MarketingAutomation2?.setOrganization) {
+    await MarketingAutomation2.setOrganization(relatedOrganization2);
+  }
+}
+
+async function associateProductSuggestionWithLead() {
+  const relatedLead0 = await Leads.findOne({
+    offset: Math.floor(Math.random() * (await Leads.count())),
+  });
+  const ProductSuggestion0 = await ProductSuggestions.findOne({
+    order: [['id', 'ASC']],
+    offset: 0,
+  });
+  if (ProductSuggestion0?.setLead) {
+    await ProductSuggestion0.setLead(relatedLead0);
+  }
+
+  const relatedLead1 = await Leads.findOne({
+    offset: Math.floor(Math.random() * (await Leads.count())),
+  });
+  const ProductSuggestion1 = await ProductSuggestions.findOne({
+    order: [['id', 'ASC']],
+    offset: 1,
+  });
+  if (ProductSuggestion1?.setLead) {
+    await ProductSuggestion1.setLead(relatedLead1);
+  }
+
+  const relatedLead2 = await Leads.findOne({
+    offset: Math.floor(Math.random() * (await Leads.count())),
+  });
+  const ProductSuggestion2 = await ProductSuggestions.findOne({
+    order: [['id', 'ASC']],
+    offset: 2,
+  });
+  if (ProductSuggestion2?.setLead) {
+    await ProductSuggestion2.setLead(relatedLead2);
+  }
+}
+
+async function associateProductSuggestionWithOrganization() {
+  const relatedOrganization0 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const ProductSuggestion0 = await ProductSuggestions.findOne({
+    order: [['id', 'ASC']],
+    offset: 0,
+  });
+  if (ProductSuggestion0?.setOrganization) {
+    await ProductSuggestion0.setOrganization(relatedOrganization0);
+  }
+
+  const relatedOrganization1 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const ProductSuggestion1 = await ProductSuggestions.findOne({
+    order: [['id', 'ASC']],
+    offset: 1,
+  });
+  if (ProductSuggestion1?.setOrganization) {
+    await ProductSuggestion1.setOrganization(relatedOrganization1);
+  }
+
+  const relatedOrganization2 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const ProductSuggestion2 = await ProductSuggestions.findOne({
+    order: [['id', 'ASC']],
+    offset: 2,
+  });
+  if (ProductSuggestion2?.setOrganization) {
+    await ProductSuggestion2.setOrganization(relatedOrganization2);
+  }
+}
+
+async function associateSaleWithLead() {
+  const relatedLead0 = await Leads.findOne({
+    offset: Math.floor(Math.random() * (await Leads.count())),
+  });
+  const Sale0 = await Sales.findOne({
+    order: [['id', 'ASC']],
+    offset: 0,
+  });
+  if (Sale0?.setLead) {
+    await Sale0.setLead(relatedLead0);
+  }
+
+  const relatedLead1 = await Leads.findOne({
+    offset: Math.floor(Math.random() * (await Leads.count())),
+  });
+  const Sale1 = await Sales.findOne({
+    order: [['id', 'ASC']],
+    offset: 1,
+  });
+  if (Sale1?.setLead) {
+    await Sale1.setLead(relatedLead1);
+  }
+
+  const relatedLead2 = await Leads.findOne({
+    offset: Math.floor(Math.random() * (await Leads.count())),
+  });
+  const Sale2 = await Sales.findOne({
+    order: [['id', 'ASC']],
+    offset: 2,
+  });
+  if (Sale2?.setLead) {
+    await Sale2.setLead(relatedLead2);
+  }
+}
+
+async function associateSaleWithOrganization() {
+  const relatedOrganization0 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const Sale0 = await Sales.findOne({
+    order: [['id', 'ASC']],
+    offset: 0,
+  });
+  if (Sale0?.setOrganization) {
+    await Sale0.setOrganization(relatedOrganization0);
+  }
+
+  const relatedOrganization1 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const Sale1 = await Sales.findOne({
+    order: [['id', 'ASC']],
+    offset: 1,
+  });
+  if (Sale1?.setOrganization) {
+    await Sale1.setOrganization(relatedOrganization1);
+  }
+
+  const relatedOrganization2 = await Organizations.findOne({
+    offset: Math.floor(Math.random() * (await Organizations.count())),
+  });
+  const Sale2 = await Sales.findOne({
+    order: [['id', 'ASC']],
+    offset: 2,
+  });
+  if (Sale2?.setOrganization) {
+    await Sale2.setOrganization(relatedOrganization2);
+  }
+}
+
+module.exports = {
+  up: async (queryInterface, Sequelize) => {
+    await AfterSalesFollowups.bulkCreate(AfterSalesFollowupsData);
+
+    await Conversations.bulkCreate(ConversationsData);
+
+    await CrmEntries.bulkCreate(CrmEntriesData);
+
+    await Leads.bulkCreate(LeadsData);
+
+    await MarketingAutomations.bulkCreate(MarketingAutomationsData);
+
+    await ProductSuggestions.bulkCreate(ProductSuggestionsData);
+
+    await Sales.bulkCreate(SalesData);
+
+    await Organizations.bulkCreate(OrganizationsData);
+
+    await Promise.all([
+      // Similar logic for "relation_many"
+
+      await associateUserWithOrganization(),
+
+      await associateAfterSalesFollowupWithLead(),
+
+      await associateAfterSalesFollowupWithOrganization(),
+
+      await associateConversationWithLead(),
+
+      await associateConversationWithOrganization(),
+
+      await associateCrmEntryWithLead(),
+
+      await associateCrmEntryWithOrganization(),
+
+      await associateLeadWithAssigned_to(),
+
+      await associateLeadWithOrganization(),
+
+      await associateMarketingAutomationWithOrganization(),
+
+      await associateProductSuggestionWithLead(),
+
+      await associateProductSuggestionWithOrganization(),
+
+      await associateSaleWithLead(),
+
+      await associateSaleWithOrganization(),
+    ]);
+  },
+
+  down: async (queryInterface, Sequelize) => {
+    await queryInterface.bulkDelete('after_sales_followups', null, {});
+
+    await queryInterface.bulkDelete('conversations', null, {});
+
+    await queryInterface.bulkDelete('crm_entries', null, {});
+
+    await queryInterface.bulkDelete('leads', null, {});
+
+    await queryInterface.bulkDelete('marketing_automations', null, {});
+
+    await queryInterface.bulkDelete('product_suggestions', null, {});
+
+    await queryInterface.bulkDelete('sales', null, {});
+
+    await queryInterface.bulkDelete('organizations', null, {});
+  },
+};

backend/src/db/utils.js

@@ -0,0 +1,24 @@
+const validator = require('validator');
+const { v4: uuid } = require('uuid');
+const Sequelize = require('./models').Sequelize;
+
+module.exports = class Utils {
+  static uuid(value) {
+    let id = value;
+
+    if (!validator.isUUID(id)) {
+      id = uuid();
+    }
+
+    return id;
+  }
+
+  static ilike(model, column, value) {
+    return Sequelize.where(
+      Sequelize.fn('lower', Sequelize.col(`${model}.${column}`)),
+      {
+        [Sequelize.Op.like]: `%${value}%`.toLowerCase(),
+      },
+    );
+  }
+};

backend/src/helpers.js

@@ -0,0 +1,23 @@
+const jwt = require('jsonwebtoken');
+const config = require('./config');
+
+module.exports = class Helpers {
+  static wrapAsync(fn) {
+    return function (req, res, next) {
+      fn(req, res, next).catch(next);
+    };
+  }
+
+  static commonErrorHandler(error, req, res, next) {
+    if ([400, 403, 404].includes(error.code)) {
+      return res.status(error.code).send(error.message);
+    }
+
+    console.error(error);
+    return res.status(500).send(error.message);
+  }
+
+  static jwtSign(data) {
+    return jwt.sign(data, config.secret_key, { expiresIn: '6h' });
+  }
+};

backend/src/index.js

@@ -0,0 +1,211 @@
+const express = require('express');
+const cors = require('cors');
+const app = express();
+const passport = require('passport');
+const path = require('path');
+const fs = require('fs');
+const bodyParser = require('body-parser');
+const db = require('./db/models');
+const config = require('./config');
+const swaggerUI = require('swagger-ui-express');
+const swaggerJsDoc = require('swagger-jsdoc');
+
+const authRoutes = require('./routes/auth');
+const fileRoutes = require('./routes/file');
+const searchRoutes = require('./routes/search');
+const pexelsRoutes = require('./routes/pexels');
+
+const organizationForAuthRoutes = require('./routes/organizationLogin');
+
+const openaiRoutes = require('./routes/openai');
+
+const contactFormRoutes = require('./routes/contactForm');
+
+const usersRoutes = require('./routes/users');
+
+const after_sales_followupsRoutes = require('./routes/after_sales_followups');
+
+const conversationsRoutes = require('./routes/conversations');
+
+const crm_entriesRoutes = require('./routes/crm_entries');
+
+const leadsRoutes = require('./routes/leads');
+
+const marketing_automationsRoutes = require('./routes/marketing_automations');
+
+const product_suggestionsRoutes = require('./routes/product_suggestions');
+
+const salesRoutes = require('./routes/sales');
+
+const rolesRoutes = require('./routes/roles');
+
+const permissionsRoutes = require('./routes/permissions');
+
+const organizationsRoutes = require('./routes/organizations');
+
+const getBaseUrl = (url) => {
+  if (!url) return '';
+  return url.endsWith('/api') ? url.slice(0, -4) : url;
+};
+
+const options = {
+  definition: {
+    openapi: '3.0.0',
+    info: {
+      version: '1.0.0',
+      title: 'AI Business Automation Financial Advisor',
+      description:
+        'AI Business Automation Financial Advisor Online REST API for Testing and Prototyping application. You can perform all major operations with your entities - create, delete and etc.',
+    },
+    servers: [
+      {
+        url: getBaseUrl(process.env.NEXT_PUBLIC_BACK_API) || config.swaggerUrl,
+        description: 'Development server',
+      },
+    ],
+    components: {
+      securitySchemes: {
+        bearerAuth: {
+          type: 'http',
+          scheme: 'bearer',
+          bearerFormat: 'JWT',
+        },
+      },
+      responses: {
+        UnauthorizedError: {
+          description: 'Access token is missing or invalid',
+        },
+      },
+    },
+    security: [
+      {
+        bearerAuth: [],
+      },
+    ],
+  },
+  apis: ['./src/routes/*.js'],
+};
+
+const specs = swaggerJsDoc(options);
+app.use(
+  '/api-docs',
+  function (req, res, next) {
+    swaggerUI.host =
+      getBaseUrl(process.env.NEXT_PUBLIC_BACK_API) || req.get('host');
+    next();
+  },
+  swaggerUI.serve,
+  swaggerUI.setup(specs),
+);
+
+app.use(cors({ origin: true }));
+require('./auth/auth');
+
+app.use(bodyParser.json());
+
+app.use('/api/auth', authRoutes);
+app.use('/api/file', fileRoutes);
+app.use('/api/pexels', pexelsRoutes);
+app.enable('trust proxy');
+
+app.use(
+  '/api/users',
+  passport.authenticate('jwt', { session: false }),
+  usersRoutes,
+);
+
+app.use(
+  '/api/after_sales_followups',
+  passport.authenticate('jwt', { session: false }),
+  after_sales_followupsRoutes,
+);
+
+app.use(
+  '/api/conversations',
+  passport.authenticate('jwt', { session: false }),
+  conversationsRoutes,
+);
+
+app.use(
+  '/api/crm_entries',
+  passport.authenticate('jwt', { session: false }),
+  crm_entriesRoutes,
+);
+
+app.use(
+  '/api/leads',
+  passport.authenticate('jwt', { session: false }),
+  leadsRoutes,
+);
+
+app.use(
+  '/api/marketing_automations',
+  passport.authenticate('jwt', { session: false }),
+  marketing_automationsRoutes,
+);
+
+app.use(
+  '/api/product_suggestions',
+  passport.authenticate('jwt', { session: false }),
+  product_suggestionsRoutes,
+);
+
+app.use(
+  '/api/sales',
+  passport.authenticate('jwt', { session: false }),
+  salesRoutes,
+);
+
+app.use(
+  '/api/roles',
+  passport.authenticate('jwt', { session: false }),
+  rolesRoutes,
+);
+
+app.use(
+  '/api/permissions',
+  passport.authenticate('jwt', { session: false }),
+  permissionsRoutes,
+);
+
+app.use(
+  '/api/organizations',
+  passport.authenticate('jwt', { session: false }),
+  organizationsRoutes,
+);
+
+app.use(
+  '/api/openai',
+  passport.authenticate('jwt', { session: false }),
+  openaiRoutes,
+);
+
+app.use('/api/contact-form', contactFormRoutes);
+
+app.use(
+  '/api/search',
+  passport.authenticate('jwt', { session: false }),
+  searchRoutes,
+);
+
+app.use('/api/org-for-auth', organizationForAuthRoutes);
+
+const publicDir = path.join(__dirname, '../public');
+
+if (fs.existsSync(publicDir)) {
+  app.use('/', express.static(publicDir));
+
+  app.get('*', function (request, response) {
+    response.sendFile(path.resolve(publicDir, 'index.html'));
+  });
+}
+
+const PORT = process.env.NODE_ENV === 'dev_stage' ? 3000 : 8080;
+
+db.sequelize.sync().then(function () {
+  app.listen(PORT, () => {
+    console.log(`Listening on port ${PORT}`);
+  });
+});
+
+module.exports = app;

backend/src/middlewares/check-permissions.js

@@ -0,0 +1,64 @@
+const ValidationError = require('../services/notifications/errors/validation');
+
+/**
+ * @param {string} permission
+ * @return {import("express").RequestHandler}
+ */
+function checkPermissions(permission) {
+  return (req, res, next) => {
+    const { currentUser } = req;
+    if (currentUser) {
+      if (currentUser.id === req.params.id || currentUser.id === req.body.id) {
+        next();
+        return;
+      }
+      const userPermission = currentUser.custom_permissions.find(
+        (cp) => cp.name === permission,
+      );
+
+      if (userPermission) {
+        next();
+      } else {
+        if (!currentUser.app_role) {
+          return next(new ValidationError('auth.forbidden'));
+        }
+        currentUser.app_role
+          .getPermissions()
+          .then((permissions) => {
+            if (permissions.find((p) => p.name === permission)) {
+              next();
+            } else {
+              next(new ValidationError('auth.forbidden'));
+            }
+          })
+          .catch((e) => next(e));
+      }
+    } else {
+      next(new ValidationError('auth.unauthorized'));
+    }
+  };
+}
+
+const METHOD_MAP = {
+  POST: 'CREATE',
+  GET: 'READ',
+  PUT: 'UPDATE',
+  PATCH: 'UPDATE',
+  DELETE: 'DELETE',
+};
+
+/**
+ * @param {string} name
+ * @return {import("express").RequestHandler}
+ */
+function checkCrudPermissions(name) {
+  return (req, res, next) => {
+    const permissionName = `${METHOD_MAP[req.method]}_${name.toUpperCase()}`;
+    checkPermissions(permissionName)(req, res, next);
+  };
+}
+
+module.exports = {
+  checkPermissions,
+  checkCrudPermissions,
+};

backend/src/middlewares/upload.js

@@ -0,0 +1,11 @@
+const util = require('util');
+const Multer = require('multer');
+const maxSize = 10 * 1024 * 1024;
+
+let processFile = Multer({
+  storage: Multer.memoryStorage(),
+  limits: { fileSize: maxSize },
+}).single('file');
+
+let processFileMiddleware = util.promisify(processFile);
+module.exports = processFileMiddleware;

backend/src/routes/after_sales_followups.js

@@ -0,0 +1,464 @@
+const express = require('express');
+
+const After_sales_followupsService = require('../services/after_sales_followups');
+const After_sales_followupsDBApi = require('../db/api/after_sales_followups');
+const wrapAsync = require('../helpers').wrapAsync;
+
+const config = require('../config');
+
+const router = express.Router();
+
+const { parse } = require('json2csv');
+
+const { checkCrudPermissions } = require('../middlewares/check-permissions');
+
+router.use(checkCrudPermissions('after_sales_followups'));
+
+/**
+ *  @swagger
+ *  components:
+ *    schemas:
+ *      After_sales_followups:
+ *        type: object
+ *        properties:
+
+ *          followup_notes:
+ *            type: string
+ *            default: followup_notes
+
+ */
+
+/**
+ *  @swagger
+ * tags:
+ *   name: After_sales_followups
+ *   description: The After_sales_followups managing API
+ */
+
+/**
+ *  @swagger
+ *  /api/after_sales_followups:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [After_sales_followups]
+ *      summary: Add new item
+ *      description: Add new item
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/After_sales_followups"
+ *      responses:
+ *        200:
+ *          description: The item was successfully added
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/After_sales_followups"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        405:
+ *          description: Invalid input data
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await After_sales_followupsService.create(
+      req.body.data,
+      req.currentUser,
+      true,
+      link.host,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ * /api/budgets/bulk-import:
+ *  post:
+ *    security:
+ *      - bearerAuth: []
+ *    tags: [After_sales_followups]
+ *    summary: Bulk import items
+ *    description: Bulk import items
+ *    requestBody:
+ *      required: true
+ *      content:
+ *        application/json:
+ *         schema:
+ *          properties:
+ *            data:
+ *              description: Data of the updated items
+ *              type: array
+ *              items:
+ *                $ref: "#/components/schemas/After_sales_followups"
+ *    responses:
+ *      200:
+ *        description: The items were successfully imported
+ *    content:
+ *      application/json:
+ *        schema:
+ *          $ref: "#/components/schemas/After_sales_followups"
+ *      401:
+ *        $ref: "#/components/responses/UnauthorizedError"
+ *      405:
+ *        description: Invalid input data
+ *      500:
+ *        description: Some server error
+ *
+ */
+router.post(
+  '/bulk-import',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await After_sales_followupsService.bulkImport(req, res, true, link.host);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/after_sales_followups/{id}:
+ *    put:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [After_sales_followups]
+ *      summary: Update the data of the selected item
+ *      description: Update the data of the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to update
+ *          required: true
+ *          schema:
+ *            type: string
+ *      requestBody:
+ *        description: Set new item data
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                id:
+ *                  description: ID of the updated item
+ *                  type: string
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/After_sales_followups"
+ *              required:
+ *                - id
+ *      responses:
+ *        200:
+ *          description: The item data was successfully updated
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/After_sales_followups"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.put(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await After_sales_followupsService.update(
+      req.body.data,
+      req.body.id,
+      req.currentUser,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ *  /api/after_sales_followups/{id}:
+ *    delete:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [After_sales_followups]
+ *      summary: Delete the selected item
+ *      description: Delete the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to delete
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: The item was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/After_sales_followups"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.delete(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await After_sales_followupsService.remove(req.params.id, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/after_sales_followups/deleteByIds:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [After_sales_followups]
+ *      summary: Delete the selected item list
+ *      description: Delete the selected item list
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                ids:
+ *                  description: IDs of the updated items
+ *                  type: array
+ *      responses:
+ *        200:
+ *          description: The items was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/After_sales_followups"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Items not found
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/deleteByIds',
+  wrapAsync(async (req, res) => {
+    await After_sales_followupsService.deleteByIds(
+      req.body.data,
+      req.currentUser,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/after_sales_followups:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [After_sales_followups]
+ *      summary: Get all after_sales_followups
+ *      description: Get all after_sales_followups
+ *      responses:
+ *        200:
+ *          description: After_sales_followups list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/After_sales_followups"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/',
+  wrapAsync(async (req, res) => {
+    const filetype = req.query.filetype;
+
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await After_sales_followupsDBApi.findAll(
+      req.query,
+      globalAccess,
+      { currentUser },
+    );
+    if (filetype && filetype === 'csv') {
+      const fields = ['id', 'followup_notes', 'followup_date'];
+      const opts = { fields };
+      try {
+        const csv = parse(payload.rows, opts);
+        res.status(200).attachment(csv);
+        res.send(csv);
+      } catch (err) {
+        console.error(err);
+      }
+    } else {
+      res.status(200).send(payload);
+    }
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/after_sales_followups/count:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [After_sales_followups]
+ *      summary: Count all after_sales_followups
+ *      description: Count all after_sales_followups
+ *      responses:
+ *        200:
+ *          description: After_sales_followups count successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/After_sales_followups"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/count',
+  wrapAsync(async (req, res) => {
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await After_sales_followupsDBApi.findAll(
+      req.query,
+      globalAccess,
+      { countOnly: true, currentUser },
+    );
+
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/after_sales_followups/autocomplete:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [After_sales_followups]
+ *      summary: Find all after_sales_followups that match search criteria
+ *      description: Find all after_sales_followups that match search criteria
+ *      responses:
+ *        200:
+ *          description: After_sales_followups list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/After_sales_followups"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get('/autocomplete', async (req, res) => {
+  const globalAccess = req.currentUser.app_role.globalAccess;
+
+  const organizationId = req.currentUser.organization?.id;
+
+  const payload = await After_sales_followupsDBApi.findAllAutocomplete(
+    req.query.query,
+    req.query.limit,
+    req.query.offset,
+    globalAccess,
+    organizationId,
+  );
+
+  res.status(200).send(payload);
+});
+
+/**
+ * @swagger
+ *  /api/after_sales_followups/{id}:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [After_sales_followups]
+ *      summary: Get selected item
+ *      description: Get selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: ID of item to get
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: Selected item successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/After_sales_followups"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    const payload = await After_sales_followupsDBApi.findBy({
+      id: req.params.id,
+    });
+
+    res.status(200).send(payload);
+  }),
+);
+
+router.use('/', require('../helpers').commonErrorHandler);
+
+module.exports = router;

backend/src/routes/auth.js

@@ -0,0 +1,270 @@
+const express = require('express');
+const passport = require('passport');
+
+const config = require('../config');
+const AuthService = require('../services/auth');
+const ForbiddenError = require('../services/notifications/errors/forbidden');
+const EmailSender = require('../services/email');
+const wrapAsync = require('../helpers').wrapAsync;
+
+const router = express.Router();
+
+/**
+ *  @swagger
+ *  components:
+ *    schemas:
+ *      Auth:
+ *        type: object
+ *        required:
+ *          - email
+ *          - password
+ *        properties:
+ *          email:
+ *            type: string
+ *            default: admin@flatlogic.com
+ *            description: User email
+ *          password:
+ *            type: string
+ *            default: password
+ *            description: User password
+ */
+
+/**
+ * @swagger
+ * tags:
+ *   name: Auth
+ *   description: Authorization operations
+ */
+
+/**
+ * @swagger
+ *  /api/auth/signin/local:
+ *    post:
+ *      tags: [Auth]
+ *      summary: Logs user into the system
+ *      description: Logs user into the system
+ *      requestBody:
+ *        description: Set valid user email and password
+ *        content:
+ *          application/json:
+ *            schema:
+ *              $ref: "#/components/schemas/Auth"
+ *      responses:
+ *        200:
+ *          description: Successful login
+ *        400:
+ *          description: Invalid username/password supplied
+ *      x-codegen-request-body-name: body
+ */
+
+router.post(
+  '/signin/local',
+  wrapAsync(async (req, res) => {
+    const payload = await AuthService.signin(
+      req.body.email,
+      req.body.password,
+      req,
+    );
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ *  /api/auth/me:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Auth]
+ *      summary: Get current authorized user info
+ *      description: Get current authorized user info
+ *      responses:
+ *        200:
+ *          description: Successful retrieval of current authorized user data
+ *        400:
+ *          description: Invalid username/password supplied
+ *      x-codegen-request-body-name: body
+ */
+
+router.get(
+  '/me',
+  passport.authenticate('jwt', { session: false }),
+  (req, res) => {
+    if (!req.currentUser || !req.currentUser.id) {
+      throw new ForbiddenError();
+    }
+
+    const payload = req.currentUser;
+    delete payload.password;
+    res.status(200).send(payload);
+  },
+);
+
+router.put(
+  '/password-reset',
+  wrapAsync(async (req, res) => {
+    const payload = await AuthService.passwordReset(
+      req.body.token,
+      req.body.password,
+      req,
+    );
+    res.status(200).send(payload);
+  }),
+);
+
+router.put(
+  '/password-update',
+  passport.authenticate('jwt', { session: false }),
+  wrapAsync(async (req, res) => {
+    const payload = await AuthService.passwordUpdate(
+      req.body.currentPassword,
+      req.body.newPassword,
+      req,
+    );
+    res.status(200).send(payload);
+  }),
+);
+
+router.post(
+  '/send-email-address-verification-email',
+  passport.authenticate('jwt', { session: false }),
+  wrapAsync(async (req, res) => {
+    if (!req.currentUser) {
+      throw new ForbiddenError();
+    }
+
+    await AuthService.sendEmailAddressVerificationEmail(req.currentUser.email);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+router.post(
+  '/send-password-reset-email',
+  wrapAsync(async (req, res) => {
+    const link = new URL(req.headers.referer);
+    await AuthService.sendPasswordResetEmail(
+      req.body.email,
+      'register',
+      link.host,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ *  /api/auth/signup:
+ *    post:
+ *      tags: [Auth]
+ *      summary: Register new user into the system
+ *      description: Register new user into the system
+ *      requestBody:
+ *        description: Set valid user email and password
+ *        content:
+ *          application/json:
+ *            schema:
+ *              $ref: "#/components/schemas/Auth"
+ *      responses:
+ *        200:
+ *          description: New user successfully signed up
+ *        400:
+ *          description: Invalid username/password supplied
+ *        500:
+ *          description: Some server error
+ *      x-codegen-request-body-name: body
+ */
+
+router.post(
+  '/signup',
+  wrapAsync(async (req, res) => {
+    const link = new URL(req.headers.referer);
+    const payload = await AuthService.signup(
+      req.body.email,
+      req.body.password,
+
+      req.body.organizationId,
+
+      req,
+      link.host,
+    );
+    res.status(200).send(payload);
+  }),
+);
+
+router.put(
+  '/profile',
+  passport.authenticate('jwt', { session: false }),
+  wrapAsync(async (req, res) => {
+    if (!req.currentUser || !req.currentUser.id) {
+      throw new ForbiddenError();
+    }
+
+    await AuthService.updateProfile(req.body.profile, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+router.put(
+  '/verify-email',
+  wrapAsync(async (req, res) => {
+    const payload = await AuthService.verifyEmail(
+      req.body.token,
+      req,
+      req.headers.referer,
+    );
+    res.status(200).send(payload);
+  }),
+);
+
+router.get('/email-configured', (req, res) => {
+  const payload = EmailSender.isConfigured;
+  res.status(200).send(payload);
+});
+
+router.get('/signin/google', (req, res, next) => {
+  passport.authenticate('google', {
+    scope: ['profile', 'email'],
+    state: req.query.app,
+  })(req, res, next);
+});
+
+router.get(
+  '/signin/google/callback',
+  passport.authenticate('google', {
+    failureRedirect: '/login',
+    session: false,
+  }),
+
+  function (req, res) {
+    socialRedirect(res, req.query.state, req.user.token, config);
+  },
+);
+
+router.get('/signin/microsoft', (req, res, next) => {
+  passport.authenticate('microsoft', {
+    scope: ['https://graph.microsoft.com/user.read openid'],
+    state: req.query.app,
+  })(req, res, next);
+});
+
+router.get(
+  '/signin/microsoft/callback',
+  passport.authenticate('microsoft', {
+    failureRedirect: '/login',
+    session: false,
+  }),
+  function (req, res) {
+    socialRedirect(res, req.query.state, req.user.token, config);
+  },
+);
+
+router.use('/', require('../helpers').commonErrorHandler);
+
+function socialRedirect(res, state, token, config) {
+  res.redirect(config.uiUrl + '/login?token=' + token);
+}
+
+module.exports = router;

backend/src/routes/contactForm.js

@@ -0,0 +1,33 @@
+const express = require('express');
+const router = express.Router();
+const EmailSender = require('../services/email');
+
+router.post('/send', async (req, res) => {
+  try {
+    const { email, subject, message } = req.body;
+
+    if (!email || !subject || !message) {
+      return res.status(400).json({ error: 'All fields are required' });
+    }
+
+    const emailSender = new EmailSender({
+      to: 'tatkalfast070@gmail.com',
+      subject: subject,
+      html: () => `
+          <p><strong>From:</strong> ${email}</p>
+          <p><strong>Subject:</strong> ${subject}</p>
+          <p><strong>Message:</strong></p>
+          <p>${message}</p>
+        `,
+      text: () => `From: ${email}\nSubject: ${subject}\nMessage:\n${message}`,
+    });
+
+    await emailSender.send();
+    res.status(200).json({ message: 'Email sent successfully' });
+  } catch (error) {
+    console.error('Error sending email:', error);
+    res.status(500).json({ error: 'Error sending email' });
+  }
+});
+
+module.exports = router;

backend/src/routes/conversations.js

@@ -0,0 +1,456 @@
+const express = require('express');
+
+const ConversationsService = require('../services/conversations');
+const ConversationsDBApi = require('../db/api/conversations');
+const wrapAsync = require('../helpers').wrapAsync;
+
+const config = require('../config');
+
+const router = express.Router();
+
+const { parse } = require('json2csv');
+
+const { checkCrudPermissions } = require('../middlewares/check-permissions');
+
+router.use(checkCrudPermissions('conversations'));
+
+/**
+ *  @swagger
+ *  components:
+ *    schemas:
+ *      Conversations:
+ *        type: object
+ *        properties:
+
+ *          content:
+ *            type: string
+ *            default: content
+
+ */
+
+/**
+ *  @swagger
+ * tags:
+ *   name: Conversations
+ *   description: The Conversations managing API
+ */
+
+/**
+ *  @swagger
+ *  /api/conversations:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Conversations]
+ *      summary: Add new item
+ *      description: Add new item
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Conversations"
+ *      responses:
+ *        200:
+ *          description: The item was successfully added
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Conversations"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        405:
+ *          description: Invalid input data
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await ConversationsService.create(
+      req.body.data,
+      req.currentUser,
+      true,
+      link.host,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ * /api/budgets/bulk-import:
+ *  post:
+ *    security:
+ *      - bearerAuth: []
+ *    tags: [Conversations]
+ *    summary: Bulk import items
+ *    description: Bulk import items
+ *    requestBody:
+ *      required: true
+ *      content:
+ *        application/json:
+ *         schema:
+ *          properties:
+ *            data:
+ *              description: Data of the updated items
+ *              type: array
+ *              items:
+ *                $ref: "#/components/schemas/Conversations"
+ *    responses:
+ *      200:
+ *        description: The items were successfully imported
+ *    content:
+ *      application/json:
+ *        schema:
+ *          $ref: "#/components/schemas/Conversations"
+ *      401:
+ *        $ref: "#/components/responses/UnauthorizedError"
+ *      405:
+ *        description: Invalid input data
+ *      500:
+ *        description: Some server error
+ *
+ */
+router.post(
+  '/bulk-import',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await ConversationsService.bulkImport(req, res, true, link.host);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/conversations/{id}:
+ *    put:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Conversations]
+ *      summary: Update the data of the selected item
+ *      description: Update the data of the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to update
+ *          required: true
+ *          schema:
+ *            type: string
+ *      requestBody:
+ *        description: Set new item data
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                id:
+ *                  description: ID of the updated item
+ *                  type: string
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Conversations"
+ *              required:
+ *                - id
+ *      responses:
+ *        200:
+ *          description: The item data was successfully updated
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Conversations"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.put(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await ConversationsService.update(
+      req.body.data,
+      req.body.id,
+      req.currentUser,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ *  /api/conversations/{id}:
+ *    delete:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Conversations]
+ *      summary: Delete the selected item
+ *      description: Delete the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to delete
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: The item was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Conversations"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.delete(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await ConversationsService.remove(req.params.id, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/conversations/deleteByIds:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Conversations]
+ *      summary: Delete the selected item list
+ *      description: Delete the selected item list
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                ids:
+ *                  description: IDs of the updated items
+ *                  type: array
+ *      responses:
+ *        200:
+ *          description: The items was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Conversations"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Items not found
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/deleteByIds',
+  wrapAsync(async (req, res) => {
+    await ConversationsService.deleteByIds(req.body.data, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/conversations:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Conversations]
+ *      summary: Get all conversations
+ *      description: Get all conversations
+ *      responses:
+ *        200:
+ *          description: Conversations list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Conversations"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/',
+  wrapAsync(async (req, res) => {
+    const filetype = req.query.filetype;
+
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await ConversationsDBApi.findAll(req.query, globalAccess, {
+      currentUser,
+    });
+    if (filetype && filetype === 'csv') {
+      const fields = ['id', 'content', 'timestamp'];
+      const opts = { fields };
+      try {
+        const csv = parse(payload.rows, opts);
+        res.status(200).attachment(csv);
+        res.send(csv);
+      } catch (err) {
+        console.error(err);
+      }
+    } else {
+      res.status(200).send(payload);
+    }
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/conversations/count:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Conversations]
+ *      summary: Count all conversations
+ *      description: Count all conversations
+ *      responses:
+ *        200:
+ *          description: Conversations count successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Conversations"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/count',
+  wrapAsync(async (req, res) => {
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await ConversationsDBApi.findAll(req.query, globalAccess, {
+      countOnly: true,
+      currentUser,
+    });
+
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/conversations/autocomplete:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Conversations]
+ *      summary: Find all conversations that match search criteria
+ *      description: Find all conversations that match search criteria
+ *      responses:
+ *        200:
+ *          description: Conversations list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Conversations"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get('/autocomplete', async (req, res) => {
+  const globalAccess = req.currentUser.app_role.globalAccess;
+
+  const organizationId = req.currentUser.organization?.id;
+
+  const payload = await ConversationsDBApi.findAllAutocomplete(
+    req.query.query,
+    req.query.limit,
+    req.query.offset,
+    globalAccess,
+    organizationId,
+  );
+
+  res.status(200).send(payload);
+});
+
+/**
+ * @swagger
+ *  /api/conversations/{id}:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Conversations]
+ *      summary: Get selected item
+ *      description: Get selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: ID of item to get
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: Selected item successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Conversations"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    const payload = await ConversationsDBApi.findBy({ id: req.params.id });
+
+    res.status(200).send(payload);
+  }),
+);
+
+router.use('/', require('../helpers').commonErrorHandler);
+
+module.exports = router;

backend/src/routes/crm_entries.js

@@ -0,0 +1,456 @@
+const express = require('express');
+
+const Crm_entriesService = require('../services/crm_entries');
+const Crm_entriesDBApi = require('../db/api/crm_entries');
+const wrapAsync = require('../helpers').wrapAsync;
+
+const config = require('../config');
+
+const router = express.Router();
+
+const { parse } = require('json2csv');
+
+const { checkCrudPermissions } = require('../middlewares/check-permissions');
+
+router.use(checkCrudPermissions('crm_entries'));
+
+/**
+ *  @swagger
+ *  components:
+ *    schemas:
+ *      Crm_entries:
+ *        type: object
+ *        properties:
+
+ *          status:
+ *            type: string
+ *            default: status
+
+ */
+
+/**
+ *  @swagger
+ * tags:
+ *   name: Crm_entries
+ *   description: The Crm_entries managing API
+ */
+
+/**
+ *  @swagger
+ *  /api/crm_entries:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Crm_entries]
+ *      summary: Add new item
+ *      description: Add new item
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Crm_entries"
+ *      responses:
+ *        200:
+ *          description: The item was successfully added
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Crm_entries"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        405:
+ *          description: Invalid input data
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await Crm_entriesService.create(
+      req.body.data,
+      req.currentUser,
+      true,
+      link.host,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ * /api/budgets/bulk-import:
+ *  post:
+ *    security:
+ *      - bearerAuth: []
+ *    tags: [Crm_entries]
+ *    summary: Bulk import items
+ *    description: Bulk import items
+ *    requestBody:
+ *      required: true
+ *      content:
+ *        application/json:
+ *         schema:
+ *          properties:
+ *            data:
+ *              description: Data of the updated items
+ *              type: array
+ *              items:
+ *                $ref: "#/components/schemas/Crm_entries"
+ *    responses:
+ *      200:
+ *        description: The items were successfully imported
+ *    content:
+ *      application/json:
+ *        schema:
+ *          $ref: "#/components/schemas/Crm_entries"
+ *      401:
+ *        $ref: "#/components/responses/UnauthorizedError"
+ *      405:
+ *        description: Invalid input data
+ *      500:
+ *        description: Some server error
+ *
+ */
+router.post(
+  '/bulk-import',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await Crm_entriesService.bulkImport(req, res, true, link.host);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/crm_entries/{id}:
+ *    put:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Crm_entries]
+ *      summary: Update the data of the selected item
+ *      description: Update the data of the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to update
+ *          required: true
+ *          schema:
+ *            type: string
+ *      requestBody:
+ *        description: Set new item data
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                id:
+ *                  description: ID of the updated item
+ *                  type: string
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Crm_entries"
+ *              required:
+ *                - id
+ *      responses:
+ *        200:
+ *          description: The item data was successfully updated
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Crm_entries"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.put(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await Crm_entriesService.update(
+      req.body.data,
+      req.body.id,
+      req.currentUser,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ *  /api/crm_entries/{id}:
+ *    delete:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Crm_entries]
+ *      summary: Delete the selected item
+ *      description: Delete the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to delete
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: The item was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Crm_entries"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.delete(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await Crm_entriesService.remove(req.params.id, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/crm_entries/deleteByIds:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Crm_entries]
+ *      summary: Delete the selected item list
+ *      description: Delete the selected item list
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                ids:
+ *                  description: IDs of the updated items
+ *                  type: array
+ *      responses:
+ *        200:
+ *          description: The items was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Crm_entries"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Items not found
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/deleteByIds',
+  wrapAsync(async (req, res) => {
+    await Crm_entriesService.deleteByIds(req.body.data, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/crm_entries:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Crm_entries]
+ *      summary: Get all crm_entries
+ *      description: Get all crm_entries
+ *      responses:
+ *        200:
+ *          description: Crm_entries list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Crm_entries"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/',
+  wrapAsync(async (req, res) => {
+    const filetype = req.query.filetype;
+
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await Crm_entriesDBApi.findAll(req.query, globalAccess, {
+      currentUser,
+    });
+    if (filetype && filetype === 'csv') {
+      const fields = ['id', 'status', 'last_contacted'];
+      const opts = { fields };
+      try {
+        const csv = parse(payload.rows, opts);
+        res.status(200).attachment(csv);
+        res.send(csv);
+      } catch (err) {
+        console.error(err);
+      }
+    } else {
+      res.status(200).send(payload);
+    }
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/crm_entries/count:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Crm_entries]
+ *      summary: Count all crm_entries
+ *      description: Count all crm_entries
+ *      responses:
+ *        200:
+ *          description: Crm_entries count successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Crm_entries"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/count',
+  wrapAsync(async (req, res) => {
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await Crm_entriesDBApi.findAll(req.query, globalAccess, {
+      countOnly: true,
+      currentUser,
+    });
+
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/crm_entries/autocomplete:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Crm_entries]
+ *      summary: Find all crm_entries that match search criteria
+ *      description: Find all crm_entries that match search criteria
+ *      responses:
+ *        200:
+ *          description: Crm_entries list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Crm_entries"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get('/autocomplete', async (req, res) => {
+  const globalAccess = req.currentUser.app_role.globalAccess;
+
+  const organizationId = req.currentUser.organization?.id;
+
+  const payload = await Crm_entriesDBApi.findAllAutocomplete(
+    req.query.query,
+    req.query.limit,
+    req.query.offset,
+    globalAccess,
+    organizationId,
+  );
+
+  res.status(200).send(payload);
+});
+
+/**
+ * @swagger
+ *  /api/crm_entries/{id}:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Crm_entries]
+ *      summary: Get selected item
+ *      description: Get selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: ID of item to get
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: Selected item successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Crm_entries"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    const payload = await Crm_entriesDBApi.findBy({ id: req.params.id });
+
+    res.status(200).send(payload);
+  }),
+);
+
+router.use('/', require('../helpers').commonErrorHandler);
+
+module.exports = router;

backend/src/routes/file.js

@@ -0,0 +1,40 @@
+const express = require('express');
+const config = require('../config');
+const path = require('path');
+const passport = require('passport');
+const services = require('../services/file');
+const router = express.Router();
+
+router.get('/download', (req, res) => {
+  if (
+    process.env.NODE_ENV == 'production' ||
+    process.env.NEXT_PUBLIC_BACK_API
+  ) {
+    services.downloadGCloud(req, res);
+  } else {
+    services.downloadLocal(req, res);
+  }
+});
+
+router.post(
+  '/upload/:table/:field',
+  passport.authenticate('jwt', { session: false }),
+  (req, res) => {
+    const fileName = `${req.params.table}/${req.params.field}`;
+
+    if (
+      process.env.NODE_ENV == 'production' ||
+      process.env.NEXT_PUBLIC_BACK_API
+    ) {
+      services.uploadGCloud(fileName, req, res);
+    } else {
+      services.uploadLocal(fileName, {
+        entity: null,
+        maxFileSize: 10 * 1024 * 1024,
+        folderIncludesAuthenticationUid: false,
+      })(req, res);
+    }
+  },
+);
+
+module.exports = router;

backend/src/routes/leads.js

@@ -0,0 +1,453 @@
+const express = require('express');
+
+const LeadsService = require('../services/leads');
+const LeadsDBApi = require('../db/api/leads');
+const wrapAsync = require('../helpers').wrapAsync;
+
+const config = require('../config');
+
+const router = express.Router();
+
+const { parse } = require('json2csv');
+
+const { checkCrudPermissions } = require('../middlewares/check-permissions');
+
+router.use(checkCrudPermissions('leads'));
+
+/**
+ *  @swagger
+ *  components:
+ *    schemas:
+ *      Leads:
+ *        type: object
+ *        properties:
+
+ *          name:
+ *            type: string
+ *            default: name
+ *          email:
+ *            type: string
+ *            default: email
+ *          phone:
+ *            type: string
+ *            default: phone
+
+ */
+
+/**
+ *  @swagger
+ * tags:
+ *   name: Leads
+ *   description: The Leads managing API
+ */
+
+/**
+ *  @swagger
+ *  /api/leads:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Leads]
+ *      summary: Add new item
+ *      description: Add new item
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Leads"
+ *      responses:
+ *        200:
+ *          description: The item was successfully added
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Leads"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        405:
+ *          description: Invalid input data
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await LeadsService.create(req.body.data, req.currentUser, true, link.host);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ * /api/budgets/bulk-import:
+ *  post:
+ *    security:
+ *      - bearerAuth: []
+ *    tags: [Leads]
+ *    summary: Bulk import items
+ *    description: Bulk import items
+ *    requestBody:
+ *      required: true
+ *      content:
+ *        application/json:
+ *         schema:
+ *          properties:
+ *            data:
+ *              description: Data of the updated items
+ *              type: array
+ *              items:
+ *                $ref: "#/components/schemas/Leads"
+ *    responses:
+ *      200:
+ *        description: The items were successfully imported
+ *    content:
+ *      application/json:
+ *        schema:
+ *          $ref: "#/components/schemas/Leads"
+ *      401:
+ *        $ref: "#/components/responses/UnauthorizedError"
+ *      405:
+ *        description: Invalid input data
+ *      500:
+ *        description: Some server error
+ *
+ */
+router.post(
+  '/bulk-import',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await LeadsService.bulkImport(req, res, true, link.host);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/leads/{id}:
+ *    put:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Leads]
+ *      summary: Update the data of the selected item
+ *      description: Update the data of the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to update
+ *          required: true
+ *          schema:
+ *            type: string
+ *      requestBody:
+ *        description: Set new item data
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                id:
+ *                  description: ID of the updated item
+ *                  type: string
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Leads"
+ *              required:
+ *                - id
+ *      responses:
+ *        200:
+ *          description: The item data was successfully updated
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Leads"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.put(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await LeadsService.update(req.body.data, req.body.id, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ *  /api/leads/{id}:
+ *    delete:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Leads]
+ *      summary: Delete the selected item
+ *      description: Delete the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to delete
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: The item was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Leads"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.delete(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await LeadsService.remove(req.params.id, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/leads/deleteByIds:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Leads]
+ *      summary: Delete the selected item list
+ *      description: Delete the selected item list
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                ids:
+ *                  description: IDs of the updated items
+ *                  type: array
+ *      responses:
+ *        200:
+ *          description: The items was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Leads"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Items not found
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/deleteByIds',
+  wrapAsync(async (req, res) => {
+    await LeadsService.deleteByIds(req.body.data, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/leads:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Leads]
+ *      summary: Get all leads
+ *      description: Get all leads
+ *      responses:
+ *        200:
+ *          description: Leads list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Leads"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/',
+  wrapAsync(async (req, res) => {
+    const filetype = req.query.filetype;
+
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await LeadsDBApi.findAll(req.query, globalAccess, {
+      currentUser,
+    });
+    if (filetype && filetype === 'csv') {
+      const fields = ['id', 'name', 'email', 'phone'];
+      const opts = { fields };
+      try {
+        const csv = parse(payload.rows, opts);
+        res.status(200).attachment(csv);
+        res.send(csv);
+      } catch (err) {
+        console.error(err);
+      }
+    } else {
+      res.status(200).send(payload);
+    }
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/leads/count:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Leads]
+ *      summary: Count all leads
+ *      description: Count all leads
+ *      responses:
+ *        200:
+ *          description: Leads count successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Leads"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/count',
+  wrapAsync(async (req, res) => {
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await LeadsDBApi.findAll(req.query, globalAccess, {
+      countOnly: true,
+      currentUser,
+    });
+
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/leads/autocomplete:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Leads]
+ *      summary: Find all leads that match search criteria
+ *      description: Find all leads that match search criteria
+ *      responses:
+ *        200:
+ *          description: Leads list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Leads"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get('/autocomplete', async (req, res) => {
+  const globalAccess = req.currentUser.app_role.globalAccess;
+
+  const organizationId = req.currentUser.organization?.id;
+
+  const payload = await LeadsDBApi.findAllAutocomplete(
+    req.query.query,
+    req.query.limit,
+    req.query.offset,
+    globalAccess,
+    organizationId,
+  );
+
+  res.status(200).send(payload);
+});
+
+/**
+ * @swagger
+ *  /api/leads/{id}:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Leads]
+ *      summary: Get selected item
+ *      description: Get selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: ID of item to get
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: Selected item successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Leads"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    const payload = await LeadsDBApi.findBy({ id: req.params.id });
+
+    res.status(200).send(payload);
+  }),
+);
+
+router.use('/', require('../helpers').commonErrorHandler);
+
+module.exports = router;

backend/src/routes/marketing_automations.js

@@ -0,0 +1,464 @@
+const express = require('express');
+
+const Marketing_automationsService = require('../services/marketing_automations');
+const Marketing_automationsDBApi = require('../db/api/marketing_automations');
+const wrapAsync = require('../helpers').wrapAsync;
+
+const config = require('../config');
+
+const router = express.Router();
+
+const { parse } = require('json2csv');
+
+const { checkCrudPermissions } = require('../middlewares/check-permissions');
+
+router.use(checkCrudPermissions('marketing_automations'));
+
+/**
+ *  @swagger
+ *  components:
+ *    schemas:
+ *      Marketing_automations:
+ *        type: object
+ *        properties:
+
+ *          campaign_name:
+ *            type: string
+ *            default: campaign_name
+
+ */
+
+/**
+ *  @swagger
+ * tags:
+ *   name: Marketing_automations
+ *   description: The Marketing_automations managing API
+ */
+
+/**
+ *  @swagger
+ *  /api/marketing_automations:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Marketing_automations]
+ *      summary: Add new item
+ *      description: Add new item
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Marketing_automations"
+ *      responses:
+ *        200:
+ *          description: The item was successfully added
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Marketing_automations"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        405:
+ *          description: Invalid input data
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await Marketing_automationsService.create(
+      req.body.data,
+      req.currentUser,
+      true,
+      link.host,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ * /api/budgets/bulk-import:
+ *  post:
+ *    security:
+ *      - bearerAuth: []
+ *    tags: [Marketing_automations]
+ *    summary: Bulk import items
+ *    description: Bulk import items
+ *    requestBody:
+ *      required: true
+ *      content:
+ *        application/json:
+ *         schema:
+ *          properties:
+ *            data:
+ *              description: Data of the updated items
+ *              type: array
+ *              items:
+ *                $ref: "#/components/schemas/Marketing_automations"
+ *    responses:
+ *      200:
+ *        description: The items were successfully imported
+ *    content:
+ *      application/json:
+ *        schema:
+ *          $ref: "#/components/schemas/Marketing_automations"
+ *      401:
+ *        $ref: "#/components/responses/UnauthorizedError"
+ *      405:
+ *        description: Invalid input data
+ *      500:
+ *        description: Some server error
+ *
+ */
+router.post(
+  '/bulk-import',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await Marketing_automationsService.bulkImport(req, res, true, link.host);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/marketing_automations/{id}:
+ *    put:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Marketing_automations]
+ *      summary: Update the data of the selected item
+ *      description: Update the data of the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to update
+ *          required: true
+ *          schema:
+ *            type: string
+ *      requestBody:
+ *        description: Set new item data
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                id:
+ *                  description: ID of the updated item
+ *                  type: string
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Marketing_automations"
+ *              required:
+ *                - id
+ *      responses:
+ *        200:
+ *          description: The item data was successfully updated
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Marketing_automations"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.put(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await Marketing_automationsService.update(
+      req.body.data,
+      req.body.id,
+      req.currentUser,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ *  /api/marketing_automations/{id}:
+ *    delete:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Marketing_automations]
+ *      summary: Delete the selected item
+ *      description: Delete the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to delete
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: The item was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Marketing_automations"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.delete(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await Marketing_automationsService.remove(req.params.id, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/marketing_automations/deleteByIds:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Marketing_automations]
+ *      summary: Delete the selected item list
+ *      description: Delete the selected item list
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                ids:
+ *                  description: IDs of the updated items
+ *                  type: array
+ *      responses:
+ *        200:
+ *          description: The items was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Marketing_automations"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Items not found
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/deleteByIds',
+  wrapAsync(async (req, res) => {
+    await Marketing_automationsService.deleteByIds(
+      req.body.data,
+      req.currentUser,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/marketing_automations:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Marketing_automations]
+ *      summary: Get all marketing_automations
+ *      description: Get all marketing_automations
+ *      responses:
+ *        200:
+ *          description: Marketing_automations list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Marketing_automations"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/',
+  wrapAsync(async (req, res) => {
+    const filetype = req.query.filetype;
+
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await Marketing_automationsDBApi.findAll(
+      req.query,
+      globalAccess,
+      { currentUser },
+    );
+    if (filetype && filetype === 'csv') {
+      const fields = ['id', 'campaign_name', 'start_date', 'end_date'];
+      const opts = { fields };
+      try {
+        const csv = parse(payload.rows, opts);
+        res.status(200).attachment(csv);
+        res.send(csv);
+      } catch (err) {
+        console.error(err);
+      }
+    } else {
+      res.status(200).send(payload);
+    }
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/marketing_automations/count:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Marketing_automations]
+ *      summary: Count all marketing_automations
+ *      description: Count all marketing_automations
+ *      responses:
+ *        200:
+ *          description: Marketing_automations count successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Marketing_automations"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/count',
+  wrapAsync(async (req, res) => {
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await Marketing_automationsDBApi.findAll(
+      req.query,
+      globalAccess,
+      { countOnly: true, currentUser },
+    );
+
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/marketing_automations/autocomplete:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Marketing_automations]
+ *      summary: Find all marketing_automations that match search criteria
+ *      description: Find all marketing_automations that match search criteria
+ *      responses:
+ *        200:
+ *          description: Marketing_automations list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Marketing_automations"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get('/autocomplete', async (req, res) => {
+  const globalAccess = req.currentUser.app_role.globalAccess;
+
+  const organizationId = req.currentUser.organization?.id;
+
+  const payload = await Marketing_automationsDBApi.findAllAutocomplete(
+    req.query.query,
+    req.query.limit,
+    req.query.offset,
+    globalAccess,
+    organizationId,
+  );
+
+  res.status(200).send(payload);
+});
+
+/**
+ * @swagger
+ *  /api/marketing_automations/{id}:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Marketing_automations]
+ *      summary: Get selected item
+ *      description: Get selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: ID of item to get
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: Selected item successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Marketing_automations"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    const payload = await Marketing_automationsDBApi.findBy({
+      id: req.params.id,
+    });
+
+    res.status(200).send(payload);
+  }),
+);
+
+router.use('/', require('../helpers').commonErrorHandler);
+
+module.exports = router;

backend/src/routes/openai.js

@@ -0,0 +1,180 @@
+const express = require('express');
+const db = require('../db/models');
+const wrapAsync = require('../helpers').wrapAsync;
+const router = express.Router();
+const sjs = require('sequelize-json-schema');
+const { getWidget } = require('../services/openai');
+const RolesService = require('../services/roles');
+const RolesDBApi = require('../db/api/roles');
+
+/**
+ * @swagger
+ * /api/roles/roles-info/{infoId}:
+ *   delete:
+ *     security:
+ *       - bearerAuth: []
+ *     tags: [Roles]
+ *     summary: Remove role information by ID
+ *     description: Remove specific role information by ID
+ *     parameters:
+ *       - in: path
+ *         name: infoId
+ *         description: ID of role information to remove
+ *         required: true
+ *         schema:
+ *           type: string
+ *       - in: query
+ *         name: userId
+ *         description: ID of the user
+ *         required: true
+ *         schema:
+ *           type: string
+ *       - in: query
+ *         name: key
+ *         description: Key of the role information to remove
+ *         required: true
+ *         schema:
+ *           type: string
+ *     responses:
+ *       200:
+ *         description: Role information successfully removed
+ *         content:
+ *           application/json:
+ *             schema:
+ *               type: object
+ *               properties:
+ *                 user:
+ *                   type: string
+ *                   description: The user information
+ *       400:
+ *         description: Invalid ID or key supplied
+ *       401:
+ *         $ref: "#/components/responses/UnauthorizedError"
+ *       404:
+ *         description: Role not found
+ *       500:
+ *         description: Some server error
+ */
+
+router.delete(
+  '/roles-info/:infoId',
+  wrapAsync(async (req, res) => {
+    const role = await RolesService.removeRoleInfoById(
+      req.query.infoId,
+      req.query.roleId,
+      req.query.key,
+      req.currentUser,
+    );
+
+    res.status(200).send(role);
+  }),
+);
+
+/**
+ * @swagger
+ * /api/roles/role-info/{roleId}:
+ *   get:
+ *     security:
+ *       - bearerAuth: []
+ *     tags: [Roles]
+ *     summary: Get role information by key
+ *     description: Get specific role information by key
+ *     parameters:
+ *       - in: path
+ *         name: roleId
+ *         description: ID of role to get information for
+ *         required: true
+ *         schema:
+ *           type: string
+ *       - in: query
+ *         name: key
+ *         description: Key of the role information to retrieve
+ *         required: true
+ *         schema:
+ *           type: string
+ *     responses:
+ *       200:
+ *         description: Role information successfully received
+ *         content:
+ *           application/json:
+ *             schema:
+ *               type: object
+ *               properties:
+ *                 info:
+ *                   type: string
+ *                   description: The role information
+ *       400:
+ *         description: Invalid ID or key supplied
+ *       401:
+ *         $ref: "#/components/responses/UnauthorizedError"
+ *       404:
+ *         description: Role not found
+ *       500:
+ *         description: Some server error
+ */
+
+router.get(
+  '/info-by-key',
+  wrapAsync(async (req, res) => {
+    const roleId = req.query.roleId;
+    const key = req.query.key;
+    const currentUser = req.currentUser;
+    let info = await RolesService.getRoleInfoByKey(key, roleId, currentUser);
+    const role = await RolesDBApi.findBy({ id: roleId });
+    if (!role?.role_customization) {
+      await Promise.all(
+        ['pie', 'bar'].map(async (e) => {
+          const schema = await sjs.getSequelizeSchema(db.sequelize, {});
+          const payload = {
+            description: `Create some cool ${e} chart`,
+            modelDefinition: schema.definitions,
+          };
+          const widgetId = await getWidget(payload, currentUser?.id, roleId);
+          if (widgetId) {
+            await RolesService.addRoleInfo(
+              roleId,
+              currentUser?.id,
+              'widgets',
+              widgetId,
+              req.currentUser,
+            );
+          }
+        }),
+      );
+      info = await RolesService.getRoleInfoByKey(key, roleId, currentUser);
+    }
+    res.status(200).send(info);
+  }),
+);
+
+router.post(
+  '/create_widget',
+  wrapAsync(async (req, res) => {
+    const { description, userId, roleId } = req.body;
+
+    const currentUser = req.currentUser;
+    const schema = await sjs.getSequelizeSchema(db.sequelize, {});
+    const payload = {
+      description,
+      modelDefinition: schema.definitions,
+    };
+
+    const widgetId = await getWidget(payload, userId, roleId);
+
+    if (widgetId) {
+      await RolesService.addRoleInfo(
+        roleId,
+        userId,
+        'widgets',
+        widgetId,
+        currentUser,
+      );
+
+      return res.status(200).send(widgetId);
+    } else {
+      return res.status(400).send(widgetId);
+    }
+  }),
+);
+
+module.exports = router;

backend/src/routes/organizationLogin.js

@@ -0,0 +1,46 @@
+const express = require('express');
+
+const OrganizationsDBApi = require('../db/api/organizations');
+const wrapAsync = require('../helpers').wrapAsync;
+
+const router = express.Router();
+
+/**
+ *  @swagger
+ *  /api/organizations:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Organizations]
+ *      summary: Get all organizations
+ *      description: Get all organizations
+ *      responses:
+ *        200:
+ *          description: Organizations list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Organizations"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+
+router.get(
+  '/',
+  wrapAsync(async (req, res) => {
+    const payload = await OrganizationsDBApi.findAll(req.query);
+    const simplifiedPayload = payload.rows.map((org) => ({
+      id: org.id,
+      name: org.name,
+    }));
+    res.status(200).send(simplifiedPayload);
+  }),
+);
+
+module.exports = router;

backend/src/routes/organizations.js

@@ -0,0 +1,456 @@
+const express = require('express');
+
+const OrganizationsService = require('../services/organizations');
+const OrganizationsDBApi = require('../db/api/organizations');
+const wrapAsync = require('../helpers').wrapAsync;
+
+const config = require('../config');
+
+const router = express.Router();
+
+const { parse } = require('json2csv');
+
+const { checkCrudPermissions } = require('../middlewares/check-permissions');
+
+router.use(checkCrudPermissions('organizations'));
+
+/**
+ *  @swagger
+ *  components:
+ *    schemas:
+ *      Organizations:
+ *        type: object
+ *        properties:
+
+ *          name:
+ *            type: string
+ *            default: name
+
+ */
+
+/**
+ *  @swagger
+ * tags:
+ *   name: Organizations
+ *   description: The Organizations managing API
+ */
+
+/**
+ *  @swagger
+ *  /api/organizations:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Organizations]
+ *      summary: Add new item
+ *      description: Add new item
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Organizations"
+ *      responses:
+ *        200:
+ *          description: The item was successfully added
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Organizations"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        405:
+ *          description: Invalid input data
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await OrganizationsService.create(
+      req.body.data,
+      req.currentUser,
+      true,
+      link.host,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ * /api/budgets/bulk-import:
+ *  post:
+ *    security:
+ *      - bearerAuth: []
+ *    tags: [Organizations]
+ *    summary: Bulk import items
+ *    description: Bulk import items
+ *    requestBody:
+ *      required: true
+ *      content:
+ *        application/json:
+ *         schema:
+ *          properties:
+ *            data:
+ *              description: Data of the updated items
+ *              type: array
+ *              items:
+ *                $ref: "#/components/schemas/Organizations"
+ *    responses:
+ *      200:
+ *        description: The items were successfully imported
+ *    content:
+ *      application/json:
+ *        schema:
+ *          $ref: "#/components/schemas/Organizations"
+ *      401:
+ *        $ref: "#/components/responses/UnauthorizedError"
+ *      405:
+ *        description: Invalid input data
+ *      500:
+ *        description: Some server error
+ *
+ */
+router.post(
+  '/bulk-import',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await OrganizationsService.bulkImport(req, res, true, link.host);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/organizations/{id}:
+ *    put:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Organizations]
+ *      summary: Update the data of the selected item
+ *      description: Update the data of the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to update
+ *          required: true
+ *          schema:
+ *            type: string
+ *      requestBody:
+ *        description: Set new item data
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                id:
+ *                  description: ID of the updated item
+ *                  type: string
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Organizations"
+ *              required:
+ *                - id
+ *      responses:
+ *        200:
+ *          description: The item data was successfully updated
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Organizations"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.put(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await OrganizationsService.update(
+      req.body.data,
+      req.body.id,
+      req.currentUser,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ *  /api/organizations/{id}:
+ *    delete:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Organizations]
+ *      summary: Delete the selected item
+ *      description: Delete the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to delete
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: The item was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Organizations"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.delete(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await OrganizationsService.remove(req.params.id, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/organizations/deleteByIds:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Organizations]
+ *      summary: Delete the selected item list
+ *      description: Delete the selected item list
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                ids:
+ *                  description: IDs of the updated items
+ *                  type: array
+ *      responses:
+ *        200:
+ *          description: The items was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Organizations"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Items not found
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/deleteByIds',
+  wrapAsync(async (req, res) => {
+    await OrganizationsService.deleteByIds(req.body.data, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/organizations:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Organizations]
+ *      summary: Get all organizations
+ *      description: Get all organizations
+ *      responses:
+ *        200:
+ *          description: Organizations list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Organizations"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/',
+  wrapAsync(async (req, res) => {
+    const filetype = req.query.filetype;
+
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await OrganizationsDBApi.findAll(req.query, globalAccess, {
+      currentUser,
+    });
+    if (filetype && filetype === 'csv') {
+      const fields = ['id', 'name'];
+      const opts = { fields };
+      try {
+        const csv = parse(payload.rows, opts);
+        res.status(200).attachment(csv);
+        res.send(csv);
+      } catch (err) {
+        console.error(err);
+      }
+    } else {
+      res.status(200).send(payload);
+    }
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/organizations/count:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Organizations]
+ *      summary: Count all organizations
+ *      description: Count all organizations
+ *      responses:
+ *        200:
+ *          description: Organizations count successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Organizations"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/count',
+  wrapAsync(async (req, res) => {
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await OrganizationsDBApi.findAll(req.query, globalAccess, {
+      countOnly: true,
+      currentUser,
+    });
+
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/organizations/autocomplete:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Organizations]
+ *      summary: Find all organizations that match search criteria
+ *      description: Find all organizations that match search criteria
+ *      responses:
+ *        200:
+ *          description: Organizations list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Organizations"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get('/autocomplete', async (req, res) => {
+  const globalAccess = req.currentUser.app_role.globalAccess;
+
+  const organizationId = req.currentUser.organization?.id;
+
+  const payload = await OrganizationsDBApi.findAllAutocomplete(
+    req.query.query,
+    req.query.limit,
+    req.query.offset,
+    globalAccess,
+    organizationId,
+  );
+
+  res.status(200).send(payload);
+});
+
+/**
+ * @swagger
+ *  /api/organizations/{id}:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Organizations]
+ *      summary: Get selected item
+ *      description: Get selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: ID of item to get
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: Selected item successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Organizations"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    const payload = await OrganizationsDBApi.findBy({ id: req.params.id });
+
+    res.status(200).send(payload);
+  }),
+);
+
+router.use('/', require('../helpers').commonErrorHandler);
+
+module.exports = router;

backend/src/routes/permissions.js

@@ -0,0 +1,442 @@
+const express = require('express');
+
+const PermissionsService = require('../services/permissions');
+const PermissionsDBApi = require('../db/api/permissions');
+const wrapAsync = require('../helpers').wrapAsync;
+
+const router = express.Router();
+
+const { parse } = require('json2csv');
+
+const { checkCrudPermissions } = require('../middlewares/check-permissions');
+
+router.use(checkCrudPermissions('permissions'));
+
+/**
+ *  @swagger
+ *  components:
+ *    schemas:
+ *      Permissions:
+ *        type: object
+ *        properties:
+
+ *          name:
+ *            type: string
+ *            default: name
+
+ */
+
+/**
+ *  @swagger
+ * tags:
+ *   name: Permissions
+ *   description: The Permissions managing API
+ */
+
+/**
+ *  @swagger
+ *  /api/permissions:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Permissions]
+ *      summary: Add new item
+ *      description: Add new item
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Permissions"
+ *      responses:
+ *        200:
+ *          description: The item was successfully added
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Permissions"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        405:
+ *          description: Invalid input data
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await PermissionsService.create(
+      req.body.data,
+      req.currentUser,
+      true,
+      link.host,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ * /api/budgets/bulk-import:
+ *  post:
+ *    security:
+ *      - bearerAuth: []
+ *    tags: [Permissions]
+ *    summary: Bulk import items
+ *    description: Bulk import items
+ *    requestBody:
+ *      required: true
+ *      content:
+ *        application/json:
+ *         schema:
+ *          properties:
+ *            data:
+ *              description: Data of the updated items
+ *              type: array
+ *              items:
+ *                $ref: "#/components/schemas/Permissions"
+ *    responses:
+ *      200:
+ *        description: The items were successfully imported
+ *    content:
+ *      application/json:
+ *        schema:
+ *          $ref: "#/components/schemas/Permissions"
+ *      401:
+ *        $ref: "#/components/responses/UnauthorizedError"
+ *      405:
+ *        description: Invalid input data
+ *      500:
+ *        description: Some server error
+ *
+ */
+router.post(
+  '/bulk-import',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await PermissionsService.bulkImport(req, res, true, link.host);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/permissions/{id}:
+ *    put:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Permissions]
+ *      summary: Update the data of the selected item
+ *      description: Update the data of the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to update
+ *          required: true
+ *          schema:
+ *            type: string
+ *      requestBody:
+ *        description: Set new item data
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                id:
+ *                  description: ID of the updated item
+ *                  type: string
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Permissions"
+ *              required:
+ *                - id
+ *      responses:
+ *        200:
+ *          description: The item data was successfully updated
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Permissions"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.put(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await PermissionsService.update(
+      req.body.data,
+      req.body.id,
+      req.currentUser,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ *  /api/permissions/{id}:
+ *    delete:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Permissions]
+ *      summary: Delete the selected item
+ *      description: Delete the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to delete
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: The item was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Permissions"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.delete(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await PermissionsService.remove(req.params.id, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/permissions/deleteByIds:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Permissions]
+ *      summary: Delete the selected item list
+ *      description: Delete the selected item list
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                ids:
+ *                  description: IDs of the updated items
+ *                  type: array
+ *      responses:
+ *        200:
+ *          description: The items was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Permissions"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Items not found
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/deleteByIds',
+  wrapAsync(async (req, res) => {
+    await PermissionsService.deleteByIds(req.body.data, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/permissions:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Permissions]
+ *      summary: Get all permissions
+ *      description: Get all permissions
+ *      responses:
+ *        200:
+ *          description: Permissions list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Permissions"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/',
+  wrapAsync(async (req, res) => {
+    const filetype = req.query.filetype;
+
+    const currentUser = req.currentUser;
+    const payload = await PermissionsDBApi.findAll(req.query, { currentUser });
+    if (filetype && filetype === 'csv') {
+      const fields = ['id', 'name'];
+      const opts = { fields };
+      try {
+        const csv = parse(payload.rows, opts);
+        res.status(200).attachment(csv);
+        res.send(csv);
+      } catch (err) {
+        console.error(err);
+      }
+    } else {
+      res.status(200).send(payload);
+    }
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/permissions/count:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Permissions]
+ *      summary: Count all permissions
+ *      description: Count all permissions
+ *      responses:
+ *        200:
+ *          description: Permissions count successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Permissions"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/count',
+  wrapAsync(async (req, res) => {
+    const currentUser = req.currentUser;
+    const payload = await PermissionsDBApi.findAll(req.query, null, {
+      countOnly: true,
+      currentUser,
+    });
+
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/permissions/autocomplete:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Permissions]
+ *      summary: Find all permissions that match search criteria
+ *      description: Find all permissions that match search criteria
+ *      responses:
+ *        200:
+ *          description: Permissions list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Permissions"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get('/autocomplete', async (req, res) => {
+  const payload = await PermissionsDBApi.findAllAutocomplete(
+    req.query.query,
+    req.query.limit,
+    req.query.offset,
+  );
+
+  res.status(200).send(payload);
+});
+
+/**
+ * @swagger
+ *  /api/permissions/{id}:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Permissions]
+ *      summary: Get selected item
+ *      description: Get selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: ID of item to get
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: Selected item successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Permissions"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    const payload = await PermissionsDBApi.findBy({ id: req.params.id });
+
+    res.status(200).send(payload);
+  }),
+);
+
+router.use('/', require('../helpers').commonErrorHandler);
+
+module.exports = router;

backend/src/routes/pexels.js

@@ -0,0 +1,106 @@
+const express = require('express');
+const router = express.Router();
+const { pexelsKey, pexelsQuery } = require('../config');
+const fetch = require('node-fetch');
+
+const KEY = pexelsKey;
+
+router.get('/image', async (req, res) => {
+  const headers = {
+    Authorization: `${KEY}`,
+  };
+  const query = pexelsQuery || 'nature';
+  const orientation = 'portrait';
+  const perPage = 1;
+  const url = `https://api.pexels.com/v1/search?query=${query}&orientation=${orientation}&per_page=${perPage}&page=1`;
+
+  try {
+    const response = await fetch(url, { headers });
+    const data = await response.json();
+    res.status(200).json(data.photos[0]);
+  } catch (error) {
+    res.status(500).json({ error: 'Failed to fetch image' });
+  }
+});
+
+router.get('/video', async (req, res) => {
+  const headers = {
+    Authorization: `${KEY}`,
+  };
+  const query = pexelsQuery || 'nature';
+  const orientation = 'portrait';
+  const perPage = 1;
+  const url = `https://api.pexels.com/videos/search?query=${query}&orientation=${orientation}&per_page=${perPage}&page=1`;
+
+  try {
+    const response = await fetch(url, { headers });
+    const data = await response.json();
+    res.status(200).json(data.videos[0]);
+  } catch (error) {
+    res.status(500).json({ error: 'Failed to fetch video' });
+  }
+});
+
+router.get('/multiple-images', async (req, res) => {
+  const headers = {
+    Authorization: `${KEY}`,
+  };
+
+  const queries = req.query.queries
+    ? req.query.queries.split(',')
+    : ['home', 'apple', 'pizza', 'mountains', 'cat'];
+  const orientation = 'square';
+  const perPage = 1;
+
+  const fallbackImage = {
+    src: 'https://images.pexels.com/photos/8199252/pexels-photo-8199252.jpeg',
+    photographer: 'Yan Krukau',
+    photographer_url: 'https://www.pexels.com/@yankrukov',
+  };
+  const fetchFallbackImage = async () => {
+    try {
+      const response = await fetch('https://picsum.photos/600');
+      return {
+        src: response.url,
+        photographer: 'Random Picsum',
+        photographer_url: 'https://picsum.photos/',
+      };
+    } catch (error) {
+      return fallbackImage;
+    }
+  };
+  const fetchImage = async (query) => {
+    const url = `https://api.pexels.com/v1/search?query=${query}&orientation=${orientation}&per_page=${perPage}&page=1`;
+    const response = await fetch(url, { headers });
+    const data = await response.json();
+    return data.photos[0] || null;
+  };
+
+  const imagePromises = queries.map((query) => fetchImage(query));
+  const imagesResults = await Promise.allSettled(imagePromises);
+
+  const formattedImages = await Promise.all(
+    imagesResults.map(async (result) => {
+      if (result.status === 'fulfilled' && result.value) {
+        const image = result.value;
+        return {
+          src: image.src?.original || fallbackImage.src,
+          photographer: image.photographer || fallbackImage.photographer,
+          photographer_url:
+            image.photographer_url || fallbackImage.photographer_url,
+        };
+      } else {
+        const fallback = await fetchFallbackImage();
+        return {
+          src: fallback.src || '',
+          photographer: fallback.photographer || 'Unknown',
+          photographer_url: fallback.photographer_url || '',
+        };
+      }
+    }),
+  );
+
+  res.json(formattedImages);
+});
+
+module.exports = router;

backend/src/routes/product_suggestions.js

@@ -0,0 +1,467 @@
+const express = require('express');
+
+const Product_suggestionsService = require('../services/product_suggestions');
+const Product_suggestionsDBApi = require('../db/api/product_suggestions');
+const wrapAsync = require('../helpers').wrapAsync;
+
+const config = require('../config');
+
+const router = express.Router();
+
+const { parse } = require('json2csv');
+
+const { checkCrudPermissions } = require('../middlewares/check-permissions');
+
+router.use(checkCrudPermissions('product_suggestions'));
+
+/**
+ *  @swagger
+ *  components:
+ *    schemas:
+ *      Product_suggestions:
+ *        type: object
+ *        properties:
+
+ *          product_name:
+ *            type: string
+ *            default: product_name
+ *          suggestion_details:
+ *            type: string
+ *            default: suggestion_details
+
+ */
+
+/**
+ *  @swagger
+ * tags:
+ *   name: Product_suggestions
+ *   description: The Product_suggestions managing API
+ */
+
+/**
+ *  @swagger
+ *  /api/product_suggestions:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Product_suggestions]
+ *      summary: Add new item
+ *      description: Add new item
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Product_suggestions"
+ *      responses:
+ *        200:
+ *          description: The item was successfully added
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Product_suggestions"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        405:
+ *          description: Invalid input data
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await Product_suggestionsService.create(
+      req.body.data,
+      req.currentUser,
+      true,
+      link.host,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ * /api/budgets/bulk-import:
+ *  post:
+ *    security:
+ *      - bearerAuth: []
+ *    tags: [Product_suggestions]
+ *    summary: Bulk import items
+ *    description: Bulk import items
+ *    requestBody:
+ *      required: true
+ *      content:
+ *        application/json:
+ *         schema:
+ *          properties:
+ *            data:
+ *              description: Data of the updated items
+ *              type: array
+ *              items:
+ *                $ref: "#/components/schemas/Product_suggestions"
+ *    responses:
+ *      200:
+ *        description: The items were successfully imported
+ *    content:
+ *      application/json:
+ *        schema:
+ *          $ref: "#/components/schemas/Product_suggestions"
+ *      401:
+ *        $ref: "#/components/responses/UnauthorizedError"
+ *      405:
+ *        description: Invalid input data
+ *      500:
+ *        description: Some server error
+ *
+ */
+router.post(
+  '/bulk-import',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await Product_suggestionsService.bulkImport(req, res, true, link.host);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/product_suggestions/{id}:
+ *    put:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Product_suggestions]
+ *      summary: Update the data of the selected item
+ *      description: Update the data of the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to update
+ *          required: true
+ *          schema:
+ *            type: string
+ *      requestBody:
+ *        description: Set new item data
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                id:
+ *                  description: ID of the updated item
+ *                  type: string
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Product_suggestions"
+ *              required:
+ *                - id
+ *      responses:
+ *        200:
+ *          description: The item data was successfully updated
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Product_suggestions"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.put(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await Product_suggestionsService.update(
+      req.body.data,
+      req.body.id,
+      req.currentUser,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ *  /api/product_suggestions/{id}:
+ *    delete:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Product_suggestions]
+ *      summary: Delete the selected item
+ *      description: Delete the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to delete
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: The item was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Product_suggestions"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.delete(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await Product_suggestionsService.remove(req.params.id, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/product_suggestions/deleteByIds:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Product_suggestions]
+ *      summary: Delete the selected item list
+ *      description: Delete the selected item list
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                ids:
+ *                  description: IDs of the updated items
+ *                  type: array
+ *      responses:
+ *        200:
+ *          description: The items was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Product_suggestions"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Items not found
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/deleteByIds',
+  wrapAsync(async (req, res) => {
+    await Product_suggestionsService.deleteByIds(
+      req.body.data,
+      req.currentUser,
+    );
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/product_suggestions:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Product_suggestions]
+ *      summary: Get all product_suggestions
+ *      description: Get all product_suggestions
+ *      responses:
+ *        200:
+ *          description: Product_suggestions list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Product_suggestions"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/',
+  wrapAsync(async (req, res) => {
+    const filetype = req.query.filetype;
+
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await Product_suggestionsDBApi.findAll(
+      req.query,
+      globalAccess,
+      { currentUser },
+    );
+    if (filetype && filetype === 'csv') {
+      const fields = ['id', 'product_name', 'suggestion_details'];
+      const opts = { fields };
+      try {
+        const csv = parse(payload.rows, opts);
+        res.status(200).attachment(csv);
+        res.send(csv);
+      } catch (err) {
+        console.error(err);
+      }
+    } else {
+      res.status(200).send(payload);
+    }
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/product_suggestions/count:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Product_suggestions]
+ *      summary: Count all product_suggestions
+ *      description: Count all product_suggestions
+ *      responses:
+ *        200:
+ *          description: Product_suggestions count successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Product_suggestions"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/count',
+  wrapAsync(async (req, res) => {
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await Product_suggestionsDBApi.findAll(
+      req.query,
+      globalAccess,
+      { countOnly: true, currentUser },
+    );
+
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/product_suggestions/autocomplete:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Product_suggestions]
+ *      summary: Find all product_suggestions that match search criteria
+ *      description: Find all product_suggestions that match search criteria
+ *      responses:
+ *        200:
+ *          description: Product_suggestions list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Product_suggestions"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get('/autocomplete', async (req, res) => {
+  const globalAccess = req.currentUser.app_role.globalAccess;
+
+  const organizationId = req.currentUser.organization?.id;
+
+  const payload = await Product_suggestionsDBApi.findAllAutocomplete(
+    req.query.query,
+    req.query.limit,
+    req.query.offset,
+    globalAccess,
+    organizationId,
+  );
+
+  res.status(200).send(payload);
+});
+
+/**
+ * @swagger
+ *  /api/product_suggestions/{id}:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Product_suggestions]
+ *      summary: Get selected item
+ *      description: Get selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: ID of item to get
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: Selected item successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Product_suggestions"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    const payload = await Product_suggestionsDBApi.findBy({
+      id: req.params.id,
+    });
+
+    res.status(200).send(payload);
+  }),
+);
+
+router.use('/', require('../helpers').commonErrorHandler);
+
+module.exports = router;

backend/src/routes/roles.js

@@ -0,0 +1,444 @@
+const express = require('express');
+
+const RolesService = require('../services/roles');
+const RolesDBApi = require('../db/api/roles');
+const wrapAsync = require('../helpers').wrapAsync;
+
+const config = require('../config');
+
+const router = express.Router();
+
+const { parse } = require('json2csv');
+
+const { checkCrudPermissions } = require('../middlewares/check-permissions');
+
+router.use(checkCrudPermissions('roles'));
+
+/**
+ *  @swagger
+ *  components:
+ *    schemas:
+ *      Roles:
+ *        type: object
+ *        properties:
+
+ *          name:
+ *            type: string
+ *            default: name
+
+ */
+
+/**
+ *  @swagger
+ * tags:
+ *   name: Roles
+ *   description: The Roles managing API
+ */
+
+/**
+ *  @swagger
+ *  /api/roles:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Roles]
+ *      summary: Add new item
+ *      description: Add new item
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Roles"
+ *      responses:
+ *        200:
+ *          description: The item was successfully added
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Roles"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        405:
+ *          description: Invalid input data
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await RolesService.create(req.body.data, req.currentUser, true, link.host);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ * /api/budgets/bulk-import:
+ *  post:
+ *    security:
+ *      - bearerAuth: []
+ *    tags: [Roles]
+ *    summary: Bulk import items
+ *    description: Bulk import items
+ *    requestBody:
+ *      required: true
+ *      content:
+ *        application/json:
+ *         schema:
+ *          properties:
+ *            data:
+ *              description: Data of the updated items
+ *              type: array
+ *              items:
+ *                $ref: "#/components/schemas/Roles"
+ *    responses:
+ *      200:
+ *        description: The items were successfully imported
+ *    content:
+ *      application/json:
+ *        schema:
+ *          $ref: "#/components/schemas/Roles"
+ *      401:
+ *        $ref: "#/components/responses/UnauthorizedError"
+ *      405:
+ *        description: Invalid input data
+ *      500:
+ *        description: Some server error
+ *
+ */
+router.post(
+  '/bulk-import',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await RolesService.bulkImport(req, res, true, link.host);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/roles/{id}:
+ *    put:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Roles]
+ *      summary: Update the data of the selected item
+ *      description: Update the data of the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to update
+ *          required: true
+ *          schema:
+ *            type: string
+ *      requestBody:
+ *        description: Set new item data
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                id:
+ *                  description: ID of the updated item
+ *                  type: string
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Roles"
+ *              required:
+ *                - id
+ *      responses:
+ *        200:
+ *          description: The item data was successfully updated
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Roles"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.put(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await RolesService.update(req.body.data, req.body.id, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ *  /api/roles/{id}:
+ *    delete:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Roles]
+ *      summary: Delete the selected item
+ *      description: Delete the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to delete
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: The item was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Roles"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.delete(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await RolesService.remove(req.params.id, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/roles/deleteByIds:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Roles]
+ *      summary: Delete the selected item list
+ *      description: Delete the selected item list
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                ids:
+ *                  description: IDs of the updated items
+ *                  type: array
+ *      responses:
+ *        200:
+ *          description: The items was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Roles"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Items not found
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/deleteByIds',
+  wrapAsync(async (req, res) => {
+    await RolesService.deleteByIds(req.body.data, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/roles:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Roles]
+ *      summary: Get all roles
+ *      description: Get all roles
+ *      responses:
+ *        200:
+ *          description: Roles list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Roles"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/',
+  wrapAsync(async (req, res) => {
+    const filetype = req.query.filetype;
+
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await RolesDBApi.findAll(req.query, globalAccess, {
+      currentUser,
+    });
+    if (filetype && filetype === 'csv') {
+      const fields = ['id', 'name'];
+      const opts = { fields };
+      try {
+        const csv = parse(payload.rows, opts);
+        res.status(200).attachment(csv);
+        res.send(csv);
+      } catch (err) {
+        console.error(err);
+      }
+    } else {
+      res.status(200).send(payload);
+    }
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/roles/count:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Roles]
+ *      summary: Count all roles
+ *      description: Count all roles
+ *      responses:
+ *        200:
+ *          description: Roles count successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Roles"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/count',
+  wrapAsync(async (req, res) => {
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await RolesDBApi.findAll(req.query, globalAccess, {
+      countOnly: true,
+      currentUser,
+    });
+
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/roles/autocomplete:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Roles]
+ *      summary: Find all roles that match search criteria
+ *      description: Find all roles that match search criteria
+ *      responses:
+ *        200:
+ *          description: Roles list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Roles"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get('/autocomplete', async (req, res) => {
+  const globalAccess = req.currentUser.app_role.globalAccess;
+
+  const payload = await RolesDBApi.findAllAutocomplete(
+    req.query.query,
+    req.query.limit,
+    req.query.offset,
+    globalAccess,
+  );
+
+  res.status(200).send(payload);
+});
+
+/**
+ * @swagger
+ *  /api/roles/{id}:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Roles]
+ *      summary: Get selected item
+ *      description: Get selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: ID of item to get
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: Selected item successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Roles"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    const payload = await RolesDBApi.findBy({ id: req.params.id });
+
+    res.status(200).send(payload);
+  }),
+);
+
+router.use('/', require('../helpers').commonErrorHandler);
+
+module.exports = router;

backend/src/routes/sales.js

@@ -0,0 +1,447 @@
+const express = require('express');
+
+const SalesService = require('../services/sales');
+const SalesDBApi = require('../db/api/sales');
+const wrapAsync = require('../helpers').wrapAsync;
+
+const config = require('../config');
+
+const router = express.Router();
+
+const { parse } = require('json2csv');
+
+const { checkCrudPermissions } = require('../middlewares/check-permissions');
+
+router.use(checkCrudPermissions('sales'));
+
+/**
+ *  @swagger
+ *  components:
+ *    schemas:
+ *      Sales:
+ *        type: object
+ *        properties:
+
+ *          amount:
+ *            type: integer
+ *            format: int64
+
+ */
+
+/**
+ *  @swagger
+ * tags:
+ *   name: Sales
+ *   description: The Sales managing API
+ */
+
+/**
+ *  @swagger
+ *  /api/sales:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Sales]
+ *      summary: Add new item
+ *      description: Add new item
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Sales"
+ *      responses:
+ *        200:
+ *          description: The item was successfully added
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Sales"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        405:
+ *          description: Invalid input data
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await SalesService.create(req.body.data, req.currentUser, true, link.host);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ * /api/budgets/bulk-import:
+ *  post:
+ *    security:
+ *      - bearerAuth: []
+ *    tags: [Sales]
+ *    summary: Bulk import items
+ *    description: Bulk import items
+ *    requestBody:
+ *      required: true
+ *      content:
+ *        application/json:
+ *         schema:
+ *          properties:
+ *            data:
+ *              description: Data of the updated items
+ *              type: array
+ *              items:
+ *                $ref: "#/components/schemas/Sales"
+ *    responses:
+ *      200:
+ *        description: The items were successfully imported
+ *    content:
+ *      application/json:
+ *        schema:
+ *          $ref: "#/components/schemas/Sales"
+ *      401:
+ *        $ref: "#/components/responses/UnauthorizedError"
+ *      405:
+ *        description: Invalid input data
+ *      500:
+ *        description: Some server error
+ *
+ */
+router.post(
+  '/bulk-import',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await SalesService.bulkImport(req, res, true, link.host);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/sales/{id}:
+ *    put:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Sales]
+ *      summary: Update the data of the selected item
+ *      description: Update the data of the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to update
+ *          required: true
+ *          schema:
+ *            type: string
+ *      requestBody:
+ *        description: Set new item data
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                id:
+ *                  description: ID of the updated item
+ *                  type: string
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Sales"
+ *              required:
+ *                - id
+ *      responses:
+ *        200:
+ *          description: The item data was successfully updated
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Sales"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.put(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await SalesService.update(req.body.data, req.body.id, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ *  /api/sales/{id}:
+ *    delete:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Sales]
+ *      summary: Delete the selected item
+ *      description: Delete the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to delete
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: The item was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Sales"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.delete(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await SalesService.remove(req.params.id, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/sales/deleteByIds:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Sales]
+ *      summary: Delete the selected item list
+ *      description: Delete the selected item list
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                ids:
+ *                  description: IDs of the updated items
+ *                  type: array
+ *      responses:
+ *        200:
+ *          description: The items was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Sales"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Items not found
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/deleteByIds',
+  wrapAsync(async (req, res) => {
+    await SalesService.deleteByIds(req.body.data, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/sales:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Sales]
+ *      summary: Get all sales
+ *      description: Get all sales
+ *      responses:
+ *        200:
+ *          description: Sales list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Sales"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/',
+  wrapAsync(async (req, res) => {
+    const filetype = req.query.filetype;
+
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await SalesDBApi.findAll(req.query, globalAccess, {
+      currentUser,
+    });
+    if (filetype && filetype === 'csv') {
+      const fields = ['id', 'amount', 'sale_date'];
+      const opts = { fields };
+      try {
+        const csv = parse(payload.rows, opts);
+        res.status(200).attachment(csv);
+        res.send(csv);
+      } catch (err) {
+        console.error(err);
+      }
+    } else {
+      res.status(200).send(payload);
+    }
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/sales/count:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Sales]
+ *      summary: Count all sales
+ *      description: Count all sales
+ *      responses:
+ *        200:
+ *          description: Sales count successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Sales"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/count',
+  wrapAsync(async (req, res) => {
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await SalesDBApi.findAll(req.query, globalAccess, {
+      countOnly: true,
+      currentUser,
+    });
+
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/sales/autocomplete:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Sales]
+ *      summary: Find all sales that match search criteria
+ *      description: Find all sales that match search criteria
+ *      responses:
+ *        200:
+ *          description: Sales list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Sales"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get('/autocomplete', async (req, res) => {
+  const globalAccess = req.currentUser.app_role.globalAccess;
+
+  const organizationId = req.currentUser.organization?.id;
+
+  const payload = await SalesDBApi.findAllAutocomplete(
+    req.query.query,
+    req.query.limit,
+    req.query.offset,
+    globalAccess,
+    organizationId,
+  );
+
+  res.status(200).send(payload);
+});
+
+/**
+ * @swagger
+ *  /api/sales/{id}:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Sales]
+ *      summary: Get selected item
+ *      description: Get selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: ID of item to get
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: Selected item successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Sales"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    const payload = await SalesDBApi.findBy({ id: req.params.id });
+
+    res.status(200).send(payload);
+  }),
+);
+
+router.use('/', require('../helpers').commonErrorHandler);
+
+module.exports = router;

backend/src/routes/search.js

@@ -0,0 +1,60 @@
+const express = require('express');
+const SearchService = require('../services/search');
+
+const config = require('../config');
+
+const router = express.Router();
+
+const { checkCrudPermissions } = require('../middlewares/check-permissions');
+router.use(checkCrudPermissions('search'));
+
+/**
+ * @swagger
+ * path:
+ *  /api/search:
+ *    post:
+ *      summary: Search
+ *      description: Search results across multiple tables
+ *      requestBody:
+ *        content:
+ *          application/json:
+ *            schema:
+ *              type: object
+ *              properties:
+ *                searchQuery:
+ *                  type: string
+ *              required:
+ *                - searchQuery
+ *      responses:
+ *        200:
+ *          description: Successful request
+ *        400:
+ *          description: Invalid request
+ *        500:
+ *          description: Internal server error
+ */
+
+router.post('/', async (req, res) => {
+  const { searchQuery, organizationId } = req.body;
+
+  const globalAccess = req.currentUser.app_role.globalAccess;
+
+  if (!searchQuery) {
+    return res.status(400).json({ error: 'Please enter a search query' });
+  }
+
+  try {
+    const foundMatches = await SearchService.search(
+      searchQuery,
+      req.currentUser,
+      organizationId,
+      globalAccess,
+    );
+    res.json(foundMatches);
+  } catch (error) {
+    console.error('Internal Server Error', error);
+    res.status(500).json({ error: 'Internal Server Error' });
+  }
+});
+
+module.exports = router;

backend/src/routes/users.js

@@ -0,0 +1,458 @@
+const express = require('express');
+
+const UsersService = require('../services/users');
+const UsersDBApi = require('../db/api/users');
+const wrapAsync = require('../helpers').wrapAsync;
+
+const config = require('../config');
+
+const router = express.Router();
+
+const { parse } = require('json2csv');
+
+const { checkCrudPermissions } = require('../middlewares/check-permissions');
+
+router.use(checkCrudPermissions('users'));
+
+/**
+ *  @swagger
+ *  components:
+ *    schemas:
+ *      Users:
+ *        type: object
+ *        properties:
+
+ *          firstName:
+ *            type: string
+ *            default: firstName
+ *          lastName:
+ *            type: string
+ *            default: lastName
+ *          phoneNumber:
+ *            type: string
+ *            default: phoneNumber
+ *          email:
+ *            type: string
+ *            default: email
+
+ */
+
+/**
+ *  @swagger
+ * tags:
+ *   name: Users
+ *   description: The Users managing API
+ */
+
+/**
+ *  @swagger
+ *  /api/users:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Users]
+ *      summary: Add new item
+ *      description: Add new item
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Users"
+ *      responses:
+ *        200:
+ *          description: The item was successfully added
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Users"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        405:
+ *          description: Invalid input data
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await UsersService.create(req.body.data, req.currentUser, true, link.host);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ * /api/budgets/bulk-import:
+ *  post:
+ *    security:
+ *      - bearerAuth: []
+ *    tags: [Users]
+ *    summary: Bulk import items
+ *    description: Bulk import items
+ *    requestBody:
+ *      required: true
+ *      content:
+ *        application/json:
+ *         schema:
+ *          properties:
+ *            data:
+ *              description: Data of the updated items
+ *              type: array
+ *              items:
+ *                $ref: "#/components/schemas/Users"
+ *    responses:
+ *      200:
+ *        description: The items were successfully imported
+ *    content:
+ *      application/json:
+ *        schema:
+ *          $ref: "#/components/schemas/Users"
+ *      401:
+ *        $ref: "#/components/responses/UnauthorizedError"
+ *      405:
+ *        description: Invalid input data
+ *      500:
+ *        description: Some server error
+ *
+ */
+router.post(
+  '/bulk-import',
+  wrapAsync(async (req, res) => {
+    const referer =
+      req.headers.referer ||
+      `${req.protocol}://${req.hostname}${req.originalUrl}`;
+    const link = new URL(referer);
+    await UsersService.bulkImport(req, res, true, link.host);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/users/{id}:
+ *    put:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Users]
+ *      summary: Update the data of the selected item
+ *      description: Update the data of the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to update
+ *          required: true
+ *          schema:
+ *            type: string
+ *      requestBody:
+ *        description: Set new item data
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                id:
+ *                  description: ID of the updated item
+ *                  type: string
+ *                data:
+ *                  description: Data of the updated item
+ *                  type: object
+ *                  $ref: "#/components/schemas/Users"
+ *              required:
+ *                - id
+ *      responses:
+ *        200:
+ *          description: The item data was successfully updated
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Users"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.put(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await UsersService.update(req.body.data, req.body.id, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ * @swagger
+ *  /api/users/{id}:
+ *    delete:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Users]
+ *      summary: Delete the selected item
+ *      description: Delete the selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: Item ID to delete
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: The item was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Users"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.delete(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    await UsersService.remove(req.params.id, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/users/deleteByIds:
+ *    post:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Users]
+ *      summary: Delete the selected item list
+ *      description: Delete the selected item list
+ *      requestBody:
+ *        required: true
+ *        content:
+ *          application/json:
+ *            schema:
+ *              properties:
+ *                ids:
+ *                  description: IDs of the updated items
+ *                  type: array
+ *      responses:
+ *        200:
+ *          description: The items was successfully deleted
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Users"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Items not found
+ *        500:
+ *          description: Some server error
+ */
+router.post(
+  '/deleteByIds',
+  wrapAsync(async (req, res) => {
+    await UsersService.deleteByIds(req.body.data, req.currentUser);
+    const payload = true;
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/users:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Users]
+ *      summary: Get all users
+ *      description: Get all users
+ *      responses:
+ *        200:
+ *          description: Users list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Users"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/',
+  wrapAsync(async (req, res) => {
+    const filetype = req.query.filetype;
+
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await UsersDBApi.findAll(req.query, globalAccess, {
+      currentUser,
+    });
+    if (filetype && filetype === 'csv') {
+      const fields = ['id', 'firstName', 'lastName', 'phoneNumber', 'email'];
+      const opts = { fields };
+      try {
+        const csv = parse(payload.rows, opts);
+        res.status(200).attachment(csv);
+        res.send(csv);
+      } catch (err) {
+        console.error(err);
+      }
+    } else {
+      res.status(200).send(payload);
+    }
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/users/count:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Users]
+ *      summary: Count all users
+ *      description: Count all users
+ *      responses:
+ *        200:
+ *          description: Users count successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Users"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/count',
+  wrapAsync(async (req, res) => {
+    const globalAccess = req.currentUser.app_role.globalAccess;
+
+    const currentUser = req.currentUser;
+    const payload = await UsersDBApi.findAll(req.query, globalAccess, {
+      countOnly: true,
+      currentUser,
+    });
+
+    res.status(200).send(payload);
+  }),
+);
+
+/**
+ *  @swagger
+ *  /api/users/autocomplete:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Users]
+ *      summary: Find all users that match search criteria
+ *      description: Find all users that match search criteria
+ *      responses:
+ *        200:
+ *          description: Users list successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                type: array
+ *                items:
+ *                  $ref: "#/components/schemas/Users"
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Data not found
+ *        500:
+ *          description: Some server error
+ */
+router.get('/autocomplete', async (req, res) => {
+  const globalAccess = req.currentUser.app_role.globalAccess;
+
+  const organizationId = req.currentUser.organization?.id;
+
+  const payload = await UsersDBApi.findAllAutocomplete(
+    req.query.query,
+    req.query.limit,
+    req.query.offset,
+    globalAccess,
+    organizationId,
+  );
+
+  res.status(200).send(payload);
+});
+
+/**
+ * @swagger
+ *  /api/users/{id}:
+ *    get:
+ *      security:
+ *        - bearerAuth: []
+ *      tags: [Users]
+ *      summary: Get selected item
+ *      description: Get selected item
+ *      parameters:
+ *        - in: path
+ *          name: id
+ *          description: ID of item to get
+ *          required: true
+ *          schema:
+ *            type: string
+ *      responses:
+ *        200:
+ *          description: Selected item successfully received
+ *          content:
+ *            application/json:
+ *              schema:
+ *                $ref: "#/components/schemas/Users"
+ *        400:
+ *          description: Invalid ID supplied
+ *        401:
+ *          $ref: "#/components/responses/UnauthorizedError"
+ *        404:
+ *          description: Item not found
+ *        500:
+ *          description: Some server error
+ */
+router.get(
+  '/:id',
+  wrapAsync(async (req, res) => {
+    const payload = await UsersDBApi.findBy({ id: req.params.id });
+
+    delete payload.password;
+
+    res.status(200).send(payload);
+  }),
+);
+
+router.use('/', require('../helpers').commonErrorHandler);
+
+module.exports = router;

backend/src/services/after_sales_followups.js

@@ -0,0 +1,118 @@
+const db = require('../db/models');
+const After_sales_followupsDBApi = require('../db/api/after_sales_followups');
+const processFile = require('../middlewares/upload');
+const ValidationError = require('./notifications/errors/validation');
+const csv = require('csv-parser');
+const axios = require('axios');
+const config = require('../config');
+const stream = require('stream');
+
+module.exports = class After_sales_followupsService {
+  static async create(data, currentUser) {
+    const transaction = await db.sequelize.transaction();
+    try {
+      await After_sales_followupsDBApi.create(data, {
+        currentUser,
+        transaction,
+      });
+
+      await transaction.commit();
+    } catch (error) {
+      await transaction.rollback();
+      throw error;
+    }
+  }
+
+  static async bulkImport(req, res, sendInvitationEmails = true, host) {
+    const transaction = await db.sequelize.transaction();
+
+    try {
+      await processFile(req, res);
+      const bufferStream = new stream.PassThrough();
+      const results = [];
+
+      await bufferStream.end(Buffer.from(req.file.buffer, 'utf-8')); // convert Buffer to Stream
+
+      await new Promise((resolve, reject) => {
+        bufferStream
+          .pipe(csv())
+          .on('data', (data) => results.push(data))
+          .on('end', async () => {
+            console.log('CSV results', results);
+            resolve();
+          })
+          .on('error', (error) => reject(error));
+      });
+
+      await After_sales_followupsDBApi.bulkImport(results, {
+        transaction,
+        ignoreDuplicates: true,
+        validate: true,
+        currentUser: req.currentUser,
+      });
+
+      await transaction.commit();
+    } catch (error) {
+      await transaction.rollback();
+      throw error;
+    }
+  }
+
+  static async update(data, id, currentUser) {
+    const transaction = await db.sequelize.transaction();
+    try {
+      let after_sales_followups = await After_sales_followupsDBApi.findBy(
+        { id },
+        { transaction },
+      );
+
+      if (!after_sales_followups) {
+        throw new ValidationError('after_sales_followupsNotFound');
+      }
+
+      const updatedAfter_sales_followups =
+        await After_sales_followupsDBApi.update(id, data, {
+          currentUser,
+          transaction,
+        });
+
+      await transaction.commit();
+      return updatedAfter_sales_followups;
+    } catch (error) {
+      await transaction.rollback();
+      throw error;
+    }
+  }
+
+  static async deleteByIds(ids, currentUser) {
+    const transaction = await db.sequelize.transaction();
+
+    try {
+      await After_sales_followupsDBApi.deleteByIds(ids, {
+        currentUser,
+        transaction,
+      });
+
+      await transaction.commit();
+    } catch (error) {
+      await transaction.rollback();
+      throw error;
+    }
+  }
+
+  static async remove(id, currentUser) {
+    const transaction = await db.sequelize.transaction();
+
+    try {
+      await After_sales_followupsDBApi.remove(id, {
+        currentUser,
+        transaction,
+      });
+
+      await transaction.commit();
+    } catch (error) {
+      await transaction.rollback();
+      throw error;
+    }
+  }
+};

backend/src/services/auth.js

@@ -0,0 +1,228 @@
+const UsersDBApi = require('../db/api/users');
+const ValidationError = require('./notifications/errors/validation');
+const ForbiddenError = require('./notifications/errors/forbidden');
+const bcrypt = require('bcrypt');
+const EmailAddressVerificationEmail = require('./email/list/addressVerification');
+const InvitationEmail = require('./email/list/invitation');
+const PasswordResetEmail = require('./email/list/passwordReset');
+const EmailSender = require('./email');
+const config = require('../config');
+const helpers = require('../helpers');
+
+class Auth {
+  static async signup(email, password, organizationId, options = {}, host) {
+    const user = await UsersDBApi.findBy({ email });
+
+    const hashedPassword = await bcrypt.hash(
+      password,
+      config.bcrypt.saltRounds,
+    );
+
+    if (user) {
+      if (user.authenticationUid) {
+        throw new ValidationError('auth.emailAlreadyInUse');
+      }
+
+      if (user.disabled) {
+        throw new ValidationError('auth.userDisabled');
+      }
+
+      await UsersDBApi.updatePassword(user.id, hashedPassword, options);
+
+      if (EmailSender.isConfigured) {
+        await this.sendEmailAddressVerificationEmail(user.email, host);
+      }
+
+      const data = {
+        user: {
+          id: user.id,
+          email: user.email,
+        },
+      };
+
+      return helpers.jwtSign(data);
+    }
+
+    const newUser = await UsersDBApi.createFromAuth(
+      {
+        firstName: email.split('@')[0],
+        password: hashedPassword,
+        email: email,
+
+        organizationId: organizationId,
+      },
+      options,
+    );
+
+    if (EmailSender.isConfigured) {
+      await this.sendEmailAddressVerificationEmail(newUser.email, host);
+    }
+
+    const data = {
+      user: {
+        id: newUser.id,
+        email: newUser.email,
+      },
+    };
+
+    return helpers.jwtSign(data);
+  }
+
+  static async signin(email, password, options = {}) {
+    const user = await UsersDBApi.findBy({ email });
+
+    if (!user) {
+      throw new ValidationError('auth.userNotFound');
+    }
+
+    if (user.disabled) {
+      throw new ValidationError('auth.userDisabled');
+    }
+
+    if (!user.password) {
+      throw new ValidationError('auth.wrongPassword');
+    }
+
+    if (!EmailSender.isConfigured) {
+      user.emailVerified = true;
+    }
+
+    if (!user.emailVerified) {
+      throw new ValidationError('auth.userNotVerified');
+    }
+
+    const passwordsMatch = await bcrypt.compare(password, user.password);
+
+    if (!passwordsMatch) {
+      throw new ValidationError('auth.wrongPassword');
+    }
+
+    const data = {
+      user: {
+        id: user.id,
+        email: user.email,
+      },
+    };
+
+    return helpers.jwtSign(data);
+  }
+
+  static async sendEmailAddressVerificationEmail(email, host) {
+    let link;
+    try {
+      const token = await UsersDBApi.generateEmailVerificationToken(email);
+      link = `${host}/verify-email?token=${token}`;
+    } catch (error) {
+      console.error(error);
+      throw new ValidationError('auth.emailAddressVerificationEmail.error');
+    }
+
+    const emailAddressVerificationEmail = new EmailAddressVerificationEmail(
+      email,
+      link,
+    );
+
+    return new EmailSender(emailAddressVerificationEmail).send();
+  }
+
+  static async sendPasswordResetEmail(email, type = 'register', host) {
+    let link;
+
+    try {
+      const token = await UsersDBApi.generatePasswordResetToken(email);
+      link = `${host}/password-reset?token=${token}`;
+    } catch (error) {
+      console.error(error);
+      throw new ValidationError('auth.passwordReset.error');
+    }
+
+    let passwordResetEmail;
+    if (type === 'register') {
+      passwordResetEmail = new PasswordResetEmail(email, link);
+    }
+    if (type === 'invitation') {
+      passwordResetEmail = new InvitationEmail(email, link);
+    }
+
+    return new EmailSender(passwordResetEmail).send();
+  }
+
+  static async verifyEmail(token, options = {}) {
+    const user = await UsersDBApi.findByEmailVerificationToken(token, options);
+
+    if (!user) {
+      throw new ValidationError(
+        'auth.emailAddressVerificationEmail.invalidToken',
+      );
+    }
+
+    return UsersDBApi.markEmailVerified(user.id, options);
+  }
+
+  static async passwordUpdate(currentPassword, newPassword, options) {
+    const currentUser = options.currentUser || null;
+    if (!currentUser) {
+      throw new ForbiddenError();
+    }
+
+    const currentPasswordMatch = await bcrypt.compare(
+      currentPassword,
+      currentUser.password,
+    );
+
+    if (!currentPasswordMatch) {
+      throw new ValidationError('auth.wrongPassword');
+    }
+
+    const newPasswordMatch = await bcrypt.compare(
+      newPassword,
+      currentUser.password,
+    );
+
+    if (newPasswordMatch) {
+      throw new ValidationError('auth.passwordUpdate.samePassword');
+    }
+
+    const hashedPassword = await bcrypt.hash(
+      newPassword,
+      config.bcrypt.saltRounds,
+    );
+
+    return UsersDBApi.updatePassword(currentUser.id, hashedPassword, options);
+  }
+
+  static async passwordReset(token, password, options = {}) {
+    const user = await UsersDBApi.findByPasswordResetToken(token, options);
+
+    if (!user) {
+      throw new ValidationError('auth.passwordReset.invalidToken');
+    }
+
+    const hashedPassword = await bcrypt.hash(
+      password,
+      config.bcrypt.saltRounds,
+    );
+
+    return UsersDBApi.updatePassword(user.id, hashedPassword, options);
+  }
+
+  static async updateProfile(data, currentUser) {
+    let transaction = await db.sequelize.transaction();
+
+    try {
+      await UsersDBApi.findBy({ id: currentUser.id }, { transaction });
+
+      await UsersDBApi.update(currentUser.id, data, {
+        currentUser,
+        transaction,
+      });
+
+      await transaction.commit();
+    } catch (error) {
+      await transaction.rollback();
+      throw error;
+    }
+  }
+}
+
+module.exports = Auth;

backend/src/services/conversations.js

@@ -0,0 +1,117 @@
+const db = require('../db/models');
+const ConversationsDBApi = require('../db/api/conversations');
+const processFile = require('../middlewares/upload');
+const ValidationError = require('./notifications/errors/validation');
+const csv = require('csv-parser');
+const axios = require('axios');
+const config = require('../config');
+const stream = require('stream');
+
+module.exports = class ConversationsService {
+  static async create(data, currentUser) {
+    const transaction = await db.sequelize.transaction();
+    try {
+      await ConversationsDBApi.create(data, {
+        currentUser,
+        transaction,
+      });
+
+      await transaction.commit();
+    } catch (error) {
+      await transaction.rollback();
+      throw error;
+    }
+  }
+
+  static async bulkImport(req, res, sendInvitationEmails = true, host) {
+    const transaction = await db.sequelize.transaction();
+
+    try {
+      await processFile(req, res);
+      const bufferStream = new stream.PassThrough();
+      const results = [];
+
+      await bufferStream.end(Buffer.from(req.file.buffer, 'utf-8')); // convert Buffer to Stream
+
+      await new Promise((resolve, reject) => {
+        bufferStream
+          .pipe(csv())
+          .on('data', (data) => results.push(data))
+          .on('end', async () => {
+            console.log('CSV results', results);
+            resolve();
+          })
+          .on('error', (error) => reject(error));
+      });
+
+      await ConversationsDBApi.bulkImport(results, {
+        transaction,
+        ignoreDuplicates: true,
+        validate: true,
+        currentUser: req.currentUser,
+      });
+
+      await transaction.commit();
+    } catch (error) {
+      await transaction.rollback();
+      throw error;
+    }
+  }
+
+  static async update(data, id, currentUser) {
+    const transaction = await db.sequelize.transaction();
+    try {
+      let conversations = await ConversationsDBApi.findBy(
+        { id },
+        { transaction },
+      );
+
+      if (!conversations) {
+        throw new ValidationError('conversationsNotFound');
+      }
+
+      const updatedConversations = await ConversationsDBApi.update(id, data, {
+        currentUser,
+        transaction,
+      });
+
+      await transaction.commit();
+      return updatedConversations;
+    } catch (error) {
+      await transaction.rollback();
+      throw error;
+    }
+  }
+
+  static async deleteByIds(ids, currentUser) {
+    const transaction = await db.sequelize.transaction();
+
+    try {
+      await ConversationsDBApi.deleteByIds(ids, {
+        currentUser,
+        transaction,
+      });
+
+      await transaction.commit();
+    } catch (error) {
+      await transaction.rollback();
+      throw error;
+    }
+  }
+
+  static async remove(id, currentUser) {
+    const transaction = await db.sequelize.transaction();
+
+    try {
+      await ConversationsDBApi.remove(id, {
+        currentUser,
+        transaction,
+      });
+
+      await transaction.commit();
+    } catch (error) {
+      await transaction.rollback();
+      throw error;
+    }
+  }
+};

backend/src/services/crm_entries.js

@@ -0,0 +1,114 @@
+const db = require('../db/models');
+const Crm_entriesDBApi = require('../db/api/crm_entries');
+const processFile = require('../middlewares/upload');
+const ValidationError = require('./notifications/errors/validation');
+const csv = require('csv-parser');
+const axios = require('axios');
+const config = require('../config');
+const stream = require('stream');
+
+module.exports = class Crm_entriesService {
+  static async create(data, currentUser) {
+    const transaction = await db.sequelize.transaction();
+    try {
+      await Crm_entriesDBApi.create(data, {
+        currentUser,
+        transaction,
+      });
+
+      await transaction.commit();
+    } catch (error) {
+      await transaction.rollback();
+      throw error;
+    }
+  }
+
+  static async bulkImport(req, res, sendInvitationEmails = true, host) {
+    const transaction = await db.sequelize.transaction();
+
+    try {
+      await processFile(req, res);
+      const bufferStream = new stream.PassThrough();
+      const results = [];
+
+      await bufferStream.end(Buffer.from(req.file.buffer, 'utf-8')); // convert Buffer to Stream
+
+      await new Promise((resolve, reject) => {
+        bufferStream
+          .pipe(csv())
+          .on('data', (data) => results.push(data))
+          .on('end', async () => {
+            console.log('CSV results', results);
+            resolve();
+          })
+          .on('error', (error) => reject(error));
+      });
+
+      await Crm_entriesDBApi.bulkImport(results, {
+        transaction,
+        ignoreDuplicates: true,
+        validate: true,
+        currentUser: req.currentUser,
+      });
+
+      await transaction.commit();
+    } catch (error) {
+      await transaction.rollback();
+      throw error;
+    }
+  }
+
+  static async update(data, id, currentUser) {
+    const transaction = await db.sequelize.transaction();
+    try {
+      let crm_entries = await Crm_entriesDBApi.findBy({ id }, { transaction });
+
+      if (!crm_entries) {
+        throw new ValidationError('crm_entriesNotFound');
+      }
+
+      const updatedCrm_entries = await Crm_entriesDBApi.update(id, data, {
+        currentUser,
+        transaction,
+      });
+
+      await transaction.commit();
+      return updatedCrm_entries;
+    } catch (error) {
+      await transaction.rollback();
+      throw error;
+    }
+  }
+
+  static async deleteByIds(ids, currentUser) {
+    const transaction = await db.sequelize.transaction();
+
+    try {
+      await Crm_entriesDBApi.deleteByIds(ids, {
+        currentUser,
+        transaction,
+      });
+
+      await transaction.commit();
+    } catch (error) {
+      await transaction.rollback();
+      throw error;
+    }
+  }
+
+  static async remove(id, currentUser) {
+    const transaction = await db.sequelize.transaction();
+
+    try {
+      await Crm_entriesDBApi.remove(id, {
+        currentUser,
+        transaction,
+      });
+
+      await transaction.commit();
+    } catch (error) {
+      await transaction.rollback();
+      throw error;
+    }
+  }
+};

backend/src/services/email/htmlTemplates/addressVerification/emailAddressVerification.html

@@ -0,0 +1,52 @@
+<!DOCTYPE html>
+<html>
+  <head>
+    <style>
+      .email-container {
+        max-width: 600px;
+        margin: auto;
+        background-color: #ffffff;
+        border: 1px solid #e2e8f0;
+        border-radius: 4px;
+        overflow: hidden;
+      }
+      .email-header {
+        background-color: #3498db;
+        color: #fff;
+        padding: 16px;
+        text-align: center;
+      }
+      .email-body {
+        padding: 16px;
+      }
+      .email-footer {
+        padding: 16px;
+        background-color: #f7fafc;
+        text-align: center;
+        color: #4a5568;
+        font-size: 14px;
+      }
+      .link-primary {
+        color: #3498db;
+        text-decoration: none;
+      }
+    </style>
+  </head>
+  <body>
+    <div class="email-container">
+      <div class="email-header">Verify your email for {appTitle}!</div>
+      <div class="email-body">
+        <p>Hello,</p>
+        <p>Follow this link to verify your email address.</p>
+        <p>
+          If you didn't ask to verify this address, you can ignore this email.
+        </p>
+        <p><a href="{signupUrl}" class="link-primary">{signupUrl}</a></p>
+      </div>
+      <div class="email-footer">
+        Thanks,<br />
+        The {appTitle} Team
+      </div>
+    </div>
+  </body>
+</html>

backend/src/services/email/htmlTemplates/invitation/invitationTemplate.html

@@ -0,0 +1,56 @@
+<!DOCTYPE html>
+<html>
+  <head>
+    <style>
+      .email-container {
+        max-width: 600px;
+        margin: auto;
+        background-color: #ffffff;
+        border: 1px solid #e2e8f0;
+        border-radius: 4px;
+        overflow: hidden;
+      }
+      .email-header {
+        background-color: #3498db;
+        color: #fff;
+        padding: 16px;
+        text-align: center;
+      }
+      .email-body {
+        padding: 16px;
+      }
+      .email-footer {
+        padding: 16px;
+        background-color: #f7fafc;
+        text-align: center;
+        color: #4a5568;
+        font-size: 14px;
+      }
+      .btn-primary {
+        background-color: #3498db;
+        color: #fff !important;
+        padding: 8px 16px;
+        border-radius: 4px;
+        text-decoration: none;
+        display: inline-block;
+      }
+    </style>
+  </head>
+  <body>
+    <div class="email-container">
+      <div class="email-header">Welcome to {appTitle}!</div>
+      <div class="email-body">
+        <p>Hello,</p>
+        <p>
+          You've been invited to join {appTitle}. Please click the button below
+          to set up your account.
+        </p>
+        <a href="{signupUrl}" class="btn-primary">Set up account</a>
+      </div>
+      <div class="email-footer">
+        Thanks,<br />
+        The {appTitle} Team
+      </div>
+    </div>
+  </body>
+</html>

backend/src/services/email/htmlTemplates/passwordReset/passwordResetEmail.html

@@ -0,0 +1,55 @@
+<!DOCTYPE html>
+<html>
+  <head>
+    <style>
+      .email-container {
+        max-width: 600px;
+        margin: auto;
+        background-color: #ffffff;
+        border: 1px solid #e2e8f0;
+        border-radius: 4px;
+        overflow: hidden;
+      }
+      .email-header {
+        background-color: #3498db;
+        color: #fff;
+        padding: 16px;
+        text-align: center;
+      }
+      .email-body {
+        padding: 16px;
+      }
+      .email-footer {
+        padding: 16px;
+        background-color: #f7fafc;
+        text-align: center;
+        color: #4a5568;
+        font-size: 14px;
+      }
+      .link-primary {
+        color: #3498db;
+        text-decoration: none;
+      }
+    </style>
+  </head>
+  <body>
+    <div class="email-container">
+      <div class="email-header">Reset your password for {appTitle}</div>
+      <div class="email-body">
+        <p>Hello,</p>
+        <p>
+          Follow this link to reset your {appTitle} password for your
+          {accountName} account.
+        </p>
+        <p><a href="{resetUrl}" class="link-primary">{resetUrl}</a></p>
+        <p>
+          If you didn't ask to reset your password, you can ignore this email.
+        </p>
+      </div>
+      <div class="email-footer">
+        Thanks,<br />
+        The {appTitle} Team
+      </div>
+    </div>
+  </body>
+</html>

backend/src/services/email/index.js

@@ -0,0 +1,41 @@
+const config = require('../../config');
+const assert = require('assert');
+const nodemailer = require('nodemailer');
+
+module.exports = class EmailSender {
+  constructor(email) {
+    this.email = email;
+  }
+
+  async send() {
+    assert(this.email, 'email is required');
+    assert(this.email.to, 'email.to is required');
+    assert(this.email.subject, 'email.subject is required');
+    assert(this.email.html, 'email.html is required');
+
+    const htmlContent = await this.email.html();
+
+    const transporter = nodemailer.createTransport(this.transportConfig);
+
+    const mailOptions = {
+      from: this.from,
+      to: this.email.to,
+      subject: this.email.subject,
+      html: htmlContent,
+    };
+
+    return transporter.sendMail(mailOptions);
+  }
+
+  static get isConfigured() {
+    return !!config.email?.auth?.pass && !!config.email?.auth?.user;
+  }
+
+  get transportConfig() {
+    return config.email;
+  }
+
+  get from() {
+    return config.email.from;
+  }
+};