Skip to content

DealerPulse

Repo: savvydealer-adam/dealerpulse · Path: C:/Users/adam/dealerpulse · Owner: Adam Status: Active dev · % Done: 50 · Last commit: 2026-04-01 Deployed: Not deployed (localhost:3000 dev only)

What it is

A purpose-built note system and action item tracker for dealer account-management calls. Replaces the Google Docs + Spinach + Freshdesk chain consultants currently juggle during weekly dealer meetings.

Why it exists

Consultants lose action items across three tools and can't answer "did you fix my thing?" on the next call. DealerPulse gives one app for call-mode notes, auto-carry-forward of open items, a filterable action-item dashboard, and meeting history. Primary target: Alan Jay (9 locations, weekly calls).

How it works

Next.js 16 App Router + TypeScript + Tailwind 4 + Supabase (Postgres + Auth + RLS). Yjs for collaborative notes. Cloud Run target. - Call Mode page auto-carries open action items into the current meeting. - Dashboard reads action_items across all clients, filterable by urgency/status. - CRM webhook receiver syncs data in real time (added 2026-04-01). - Dark theme, client selector, nav tabs in root layout.

What's done

  • Scaffold: Next.js + TS + Tailwind + Supabase clients (browser + SSR).
  • Types and constants for 7 DB tables (meetings, notes, action items, clients, locations, profiles, statuses).
  • Root layout with dark theme.
  • CRM webhook receiver for real-time data sync.

What's next

  • Database migration (001_initial_schema.sql + seed).
  • Auth (login, signup, middleware, auto-profile).
  • Call Mode, Dashboard, Meeting History, Settings pages.
  • Phase 2: Freshdesk integration. Phase 3: AI transcription.

Where the code lives

  • App: app/ · Components: components/ · Libs: lib/ · Supabase: supabase/ · Proxy: proxy.ts
  • Plan: project-state.md, quick-start.md, docs/

Integrations

  • CRM webhook in (real-time sync).
  • Supabase (Auth + Postgres).
  • Freshdesk integration planned (Phase 2).
  • Spinach/AI transcription planned (Phase 3).

Don't rebuild this — extend it

Kat's AI notes tool should align with this or replace it, not fork it — coordinate with Adam first. The schema, carry-forward logic, and CRM webhook are already working; duplicating them forks client data.