Jim Consultoria - Cultural Grants CRM Platform

A modern consultancy platform for managing Brazilian cultural incentive programs, tracking leads, and evaluating grant eligibility.

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Features   |    Architecture   |    Technologies   |    Installation   |    Usage   |    License

:sparkles: Features

Lead Management (CRM)

• Pipeline Visualization - Kanban-style board to track leads through stages
• Lead Scoring - Automatic eligibility scoring algorithm for grant programs
• Contact Management - Store organization info, cultural areas, and grant interests
• Activity Tracking - Log notes, calls, emails, and status changes

Grant Programs Support

• ProAC ICMS - Sao Paulo state tax incentive program
• Lei Rouanet - Federal cultural incentive law
• PNAB - Politica Nacional Aldir Blanc (national cultural policy)
• Government API Integration - Real-time data from FomentoCultSP and SALIC APIs

Task & Activity Management

• Task Assignment - Link tasks to leads and grants with priority levels
• Activity Log - Complete audit trail of all interactions
• Deadline Tracking - Never miss important grant submission dates

Security & Performance

• Row Level Security - PostgreSQL RLS policies for data isolation
• Server-Side Rendering - Fast initial loads with SvelteKit SSR
• Real-time Updates - Powered by Supabase subscriptions

:art: Architecture

System Overview

graph TD
    User[User / Admin]

    subgraph "Jim Consultoria Platform"
        LB[SvelteKit Server]
        UI[Svelte 5 UI]
        API[Server Actions]
        Services[Business Logic]
    end

    subgraph "Data Layer"
        DB[(Supabase PostgreSQL)]
        Auth[Supabase Auth]
    end

    subgraph "External APIs"
        Fomento[FomentoCultSP API]
        SALIC[SALIC API]
    end

    User -->|HTTPS| LB
    LB --> UI
    LB --> API
    API --> Services

    Services --> DB
    Services --> Auth
    Services --> Fomento
    Services --> SALIC

Data Flow

sequenceDiagram
    participant C as Client
    participant S as SvelteKit Server
    participant D as Supabase DB
    participant A as Auth

    C->>S: Request Page
    S->>A: Validate Session
    A-->>S: User Data
    S->>D: Fetch Data (RLS Applied)
    D-->>S: Filtered Results
    S-->>C: Rendered HTML + Hydration

:computer: Technologies

Core Framework

• SvelteKit 2.x - Full-stack web framework
• Svelte 5 - Reactive UI with Runes ($state, $derived, $effect)
• TypeScript 5.x - Type-safe development

Backend & Database

• Supabase - PostgreSQL database with RLS
• Supabase Auth - Authentication & authorization
• Zod v4 - Schema validation
• Superforms - Form handling for SvelteKit

Frontend & Design

• Tailwind CSS 4.0 - Utility-first styling
• svelte-dnd-action - Drag and drop for Kanban

Quality & Tools

• Biome - Fast linting and formatting
• pnpm - Efficient package manager

:package: Installation

Prerequisites

• Node.js 20+
• pnpm 8+
• Supabase Account (free tier works)

Quick Start

1. Clone the repository

git clone https://github.com/gabrielmaialva33/jim-consultoria.git
cd jim-consultoria

2. Install dependencies

pnpm install

3. Configure environment

cp .env.example .env

Fill in your Supabase credentials:

PUBLIC_SUPABASE_URL=your-project-url
PUBLIC_SUPABASE_ANON_KEY=your-anon-key

4. Run database migrations

# Using Supabase CLI
supabase db push

5. Start the development server

pnpm dev

6. Open in browser

Navigate to http://localhost:5173

:rocket: Usage

Lead Management

1. Navigate to Admin > Leads in the dashboard
2. Click New Lead to add a contact
3. Fill in organization details, cultural areas, and grant interests
4. The system automatically calculates eligibility score
5. Drag leads across pipeline stages on the Kanban board

Grants Exploration

1. Go to Grants page to explore approved projects
2. Filter by program: ProAC ICMS, ProAC Editais, PNAB
3. Search by project name or proponent
4. View project details and funding information

Task Management

1. Create tasks linked to specific leads
2. Set priority levels and due dates
3. Track progress and mark as complete

:hammer_and_wrench: Commands

pnpm dev          # Start development server
pnpm build        # Production build
pnpm preview      # Preview production build
pnpm check        # TypeScript type checking
pnpm lint         # Check with Biome
pnpm lint:fix     # Auto-fix lint issues

:memo: License

This project is under the MIT license. See LICENSE for details.

:handshake: Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

1. Fork the project
2. Create your feature branch (git checkout -b feature/AmazingFeature)
3. Commit your changes (git commit -m 'Add amazing feature')
4. Push to the branch (git push origin feature/AmazingFeature)
5. Open a Pull Request

:busts_in_silhouette: Author

Made with :heart: by Maia

[email protected]  |  @gabrielmaialva33

Jim Consultoria - Empowering Cultural Projects in Brazil

© 2017-present Maia