Brim הוא SaaS CRM ל-sales pipeline, חי ופעיל ב-zbang-api.
מערכת רב-יכולתית עם 7 יכולות נפרדות:
- 📊 Multi-pipeline kanban — 2 pipelines נפרדים (Enterprise עם 6 stages, SMB עם 4) כל אחד עם stages משלו וצבעים
- 💼 Deals management — 11 deals עם value, owner, expected_close, source, health_score (0-100), tags, status (open/won/lost)
- 🏢 Companies + Contacts — 10 companies עם ARR, industry, size, region + 12 contacts עם title, email, tags, is_primary flag
- 📞 Activity log — אוטו-לוג של 5 kinds (note/call/meeting/email/stage-change/won/lost), כל stage change מוסיף activity, כל won/lost מוסיף activity
- 📈 Weighted forecast — SQL aggregation שמכפיל value × stage.win_probability/100 ומחזיר forecast מצטבר
- 🎯 Quota tracking — quota_cents מוגדר ב-settings, progress מחושב מ-won_value live
- ⚙️ Pipeline funnel + analytics — funnel viz לפי stage, 14-day creation timeline, recent activity feed, top deals
ניתן לקנפג: workspace name, tagline, default_currency, default_owner, accent_color, fiscal_year_start_month, quota_cents, forecast_horizon_days
תוצאות אמיתיות בסקרין (live data):
- 2 pipelines (Enterprise + SMB self-serve)
- 10 stages total (6 + 4) עם win_probability 0-100%
- 10 companies מ-Orbital Labs / Perigee Cloud / Halo Hospitality / Veneer Atelier / Signalcraft וכו (אומת ARR-aware: Signalcraft $4.5M)
- 12 contacts מסומנים primary/non-primary עם tags (champion, exec, decision-maker, procurement)
- 11 deals · 9 open · 2 won · 1 lost
- ~$1M open pipeline · $498k weighted forecast · $48k won this season · 67% win rate
- e2e אומת end-to-end: deal POST → 3 stage moves (Discovery → Demo → Proposal → Procurement) → 2 manual activities → mark won → activity log captured 7 activities automatically (1 creation + 3 stage-change + 2 manual + 1 won)
ארכיטקטורה:
- Backend: FastAPI עם 21 endpoints חשופים ב-
/api/brim/*(pipelines CRUD, stages list+create, companies CRUD, contacts CRUD, deals CRUD + PATCH-with-activity-logging, activities per-deal + recent, board kanban aggregator, weighted forecast stats, settings) - Database: 7 טבלאות PostgreSQL:
brim_pipelines,brim_stages,brim_companies,brim_contacts,brim_deals,brim_activities,brim_settings - Forecast engine:
SUM(deal.value_cents * stage.win_probability / 100)JOIN על open deals - Auto-activity: כל PATCH על stage_id או status מפעיל log_activity() אוטומטית
- Frontend: SPA וניל JS עם 6 tabs (Overview, Pipeline, Deals, Companies, Contacts, Settings) — SVG charts (timeline bars, funnel rows), Kanban view multi-pipeline switcher, drawer-based deal deep-dive עם stage-pills selector + activity form, smart status filters, search, responsive (1400/1100/720)
- 4 codex images: glassmorphic chart-bars-with-arrow logo, atmospheric pipeline funnel hero, 3D tablet kanban mockup, cosmic robot empty state
