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ClientOps Hub

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ClientOps Hub is a small internal workspace for managing clients, leads, and invoices with an auditable change history. It’s designed for teams that want a clear operational view without adopting a full enterprise CRM.


Features

  • Authentication
    • JWT-based login
    • Role-based access (admin, staff)
  • Clients
    • Create, update, search
    • Archive / restore (soft delete)
  • Leads
    • Pipeline status tracking (new, contacted, qualified, lost)
    • Archive / restore (soft delete)
  • Invoices
    • Linked to clients
    • Lifecycle status (draft, sent, paid)
    • Archive / restore (soft delete)
  • Audit log
    • Records write actions: create, update, archive, restore, status_change
    • Admin-only endpoint and UI
  • Pagination
    • Server-side paging with response headers for totals and page metadata

Tech Stack

Backend

  • FastAPI
  • SQLAlchemy
  • Pydantic
  • SQLite (local persistence)

Frontend

  • Vue 3
  • TypeScript
  • Pinia
  • Vue Router
  • Axios

Architecture

The repository is split into two independent applications:

  • backend/ — REST API, persistence, authentication/authorization, auditing
  • frontend/ — SPA UI, session management, routing, API client

Screenshots

All screenshots are taken from a live local run.

01-login.png

Login

02-dashboard.png

Dashboard

03-clients-list-search-pagination.png

Clients

04-client-create-form.png

Client Form

05-client-archived-state.png

Archived Client

06-leads-pipeline.png

Leads Pipeline

07-lead-status-change.png

Lead Status

08-invoices-table.png

Invoices

09-invoice-create-form.png

Invoice Form

10-audit-log.png

Audit Log

11-rbac-staff-view.png

RBAC


Local Development

Backend

python -m venv .venv
.\.venv\Scripts\Activate.ps1
pip install -r backend\requirements.txt
cd backend
uvicorn app.main:app --reload --port 8000

Frontend

cd frontend
npm install
npm run dev

Initial Accounts

  • Adminadmin / admin123
  • Staffstaff / staff123

About

A lightweight client-ops hub (FastAPI + Vue 3) for clients, leads, and invoices with JWT auth, role-based access, soft-delete, and audit logs.

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