crm-system/requirements.md

LeoCRM – Requirements

Overview

A minimal web CRM for managing companies and their contact persons, with user authentication.

Functional Requirements

FR1: User Authentication

• Users can register with username and password
• Users can login/logout
• Passwords are hashed with bcrypt
• Session management via Flask-Login

FR2: Company Management

• Authenticated users can create, view, edit, and delete companies
• Company fields: name, address, phone, email, website, notes
• List view with search/filter

FR3: Contact Person Management

• Each contact person belongs to a company
• Fields: first_name, last_name, email, phone, position, notes
• CRUD operations, linked to company

FR4: Web UI

• Jinja2 templates with basic styling
• Navigation between sections
• Forms with validation

Non-Functional Requirements

• SQLite database (no external DB needed)
• Runs on single server (Flask built-in or gunicorn)
• Deployable via Coolify (Docker)
• Code in Git (Forgejo)

Out of Scope

• Multi-tenancy
• REST API
• Advanced search
• File uploads
• Email notifications