Sales admin for one book of business, plus Tally — a LangGraph desk that reads live CRM data and answers with one UI widget, not a markdown dump.
Writes do not touch Nest until you press Approve.
| You say | Tally calls | You see |
|---|---|---|
| What's our closed revenue? | get_dashboard_stats |
KPI strip. Revenue is completed sales only. |
| Look up Ali Fatemi | search_customers |
One CustomerCard, or a CustomerList if several match. |
| Pipeline by stage | get_pipeline |
PipelineSummary — New, In Progress, Completed. |
| Which deals are in progress? | search_sales |
SalesTable. |
| Create a sale for Amelia Chen, Hire demo kit, $250 | search_customers, then create_sale |
Needs approval. Reject writes nothing. |
Spoken reply stays one sentence. The widget holds the record.
The browser only talks to Next on :3000. /api/* rewrites to Nest on :3001, so the JWT cookie is first-party. Tally (:8100) is never a public origin. Its tools call Nest HTTP. The graph does not open CRM SQL. Checkpoints live in Postgres schema langgraph.
| Path | Owns |
|---|---|
apps/web |
Next.js UI, TanStack Query |
apps/api |
Nest REST, Zod, auth, agent proxy |
apps/agent |
FastAPI + LangGraph |
packages/db |
Drizzle schema, migrations, seed |
packages/shared |
Zod contracts for web and API |
Deeper notes: specs/architecture.md · specs/decisions.md · specs/agent.md
| UI | Next.js 15, React 19, Tailwind, restyled shadcn primitives, dnd-kit Kanban |
| API | NestJS, Zod DTOs, httpOnly JWT |
| Data | Postgres 16, Drizzle, numeric prices as strings |
| Agent | FastAPI, LangGraph, DeepSeek via OpenCode Go, SSE |
| Repo | pnpm workspaces, Turborepo |
- Customers and sales: search, create, edit, delete
- Pipeline: drag on desktop; one stage + Move-to on a phone. Cancelled stays off the board
- Tally: tools, Postgres checkpointer, long-term
agent_memories, closed genUI catalog
KpiStrip · CustomerCard · CustomerList · SalesTable · PipelineSummary · ConfirmAction
- Cookie + same-origin rewrite, not a token in
localStorage - CRM rules in Nest services. The graph routes and renders
interrupt()before every write- Closed widgets. The model does not emit HTML
- Frozen evals. CI does not call the model
Node 20+, pnpm 9, Docker. Postgres on localhost:55432.
cp .env.example .env
docker compose up -d
pnpm install
pnpm db:migrate
pnpm db:seed
pnpm devhttp://localhost:3000 — leo.a@example.org / demo1234
Tally needs OPENCODE_GO_API_KEY. The CRM works without it. Optional traces: LANGSMITH_API_KEY, project desk-tally.
pnpm test |
API e2e (needs the database) + agent evals |
pnpm lint |
typecheck |
apps/agent/evals/cases.json — frozen turns. Pytest checks the widget, not the model. Policy tests: interrupt before POST, reject skips the mutation, HTTP 500 stays an error dict, invented ids never hit Nest.
Cursor for scaffolding. I set the auth boundary, the revenue rule, Kanban scope, tool HTTP, one-widget genUI, HITL, and the eval suite.