# Quick Start Guide - ArveloBuilt CRM

**Last Updated:** January 10, 2026  
**Version:** 1.3.0  
**Status:** Production - Accounts Management System Complete

## 🚀 Project Overview

ArveloBuilt CRM is a multi-tenant SaaS CRM platform competing with Salesforce, built with Fortune 500 security standards.

- **Production URL:** https://arvelobuilt.com
- **Server:** EC2 t3.medium (54.163.198.244)
- **Database:** RDS MySQL 8.0.42
- **Tech Stack:** PHP 8.2.29, MySQL 8.0.42, Apache 2.4.65, Modern JavaScript ES6+

## 📋 Recent Major Updates

### January 10, 2026 - Accounts Management System ✅
1. **Accounts Management** - Full Salesforce-style account management
   - Account list, detail, create, edit, delete
   - Account hierarchy support (parent accounts)
   - Lead-to-account relationships with department tracking
   - Account import/export functionality
   - Navigation updated across all pages

### December 27, 2025 - Priority 1 Admin Features ✅
1. **Activity/Audit Logs Tab** - View, search, filter, export all system activity
2. **System Settings Tab** - SMTP email configuration (extracted from old file)
3. **Data Export/Import Tab** - Export/import leads, opportunities, activities, accounts, calendar events, notes

### Additional Enhancements ✅
- User management: Edit, Suspend, Archive, Delete
- Lead sources: View leads, reassign, merge duplicates
- Consistent 4-column button layout across all admin tables

## 📁 Key Files & Locations

### Admin Panel
- **Main File:** `admin.php` - Contains all admin tabs and functionality
- **Location:** `/var/www/html/admin.php` (production)

### New API Endpoints (Created Today)
- `api/audit-logs.php` - Activity logs viewing and export
- `api/email-settings.php` - SMTP account management
- `api/data-export.php` - Data export to CSV
- `api/data-import.php` - Data import from CSV
- `api/users.php` - User management (enhanced)
- `api/lead-sources.php` - Lead source management (enhanced)

### Documentation
- `docs/SESSION_SUMMARY_2025-12-27.md` - Complete summary of today's work
- `docs/COMPLETED.md` - Full feature completion history
- `docs/PROJECT_STATE.md` - Current project status
- `docs/FEATURE_STATUS.md` - Feature completion tracking
- `docs/TODO.md` - Task backlog and priorities

## 🔑 Server Access

```bash
# SSH to production server
ssh -i ~/arvelobuilt-key.pem ec2-user@54.163.198.244

# Deploy files
scp -i ~/arvelobuilt-key.pem [file] ec2-user@54.163.198.244:/tmp/
ssh -i ~/arvelobuilt-key.pem ec2-user@54.163.198.244 "sudo mv /tmp/[file] /var/www/html/[file] && sudo chown apache:apache /var/www/html/[file] && sudo chmod 644 /var/www/html/[file]"
```

## 🎯 Next Steps (Priority 2)

1. **Reports and Analytics** - User activity dashboard, system health metrics
2. **Custom Fields** - Add custom fields to leads/opportunities
3. **Workflow Automation** - Auto-assignment rules, status change triggers
4. **Integration Management** - API keys, webhooks, third-party integrations

## ⚠️ Important Notes

- **SMTP Editor:** Successfully extracted from `php/admin-email-settings.php` and integrated into admin panel
- **All Priority 1 features are deployed and live**
- **Documentation updated** - All docs reflect current state
- **Testing recommended** - Full end-to-end testing before heavy production use

## 📊 Current Admin Panel Tabs

1. **Users** - User management (edit, suspend, archive, delete)
2. **Lead Sources** - Lead source management (view leads, merge, reassign)
3. **Email Templates** - Email template management
4. **Activity Logs** - View and export audit logs (NEW)
5. **System Settings** - SMTP configuration (NEW)
6. **Data Export** - Export/import data (NEW)
7. **Security** - 2FA configuration

## 🔐 Security

- All admin endpoints require SUPER_ADMIN or TENANT_ADMIN role
- CSRF protection on all POST/PUT/DELETE requests
- Tenant isolation enforced on all queries
- Audit logging for all admin actions
- Passwords encrypted (SMTP passwords use AES-256-CBC)

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**Ready for new thread!** All documentation is up-to-date and reflects current state.