Documentation Index

Welcome to the CRM internal documentation. This index reflects the reorganized structure (architecture, project, product, data, integrations, security, operations). Documentation should match the current implementation; unverified content is marked with TODO.

Help and end-user documentation live in app/help/ and are separate from this tree.

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Start here

• Product & Technical Context — one-document orientation: what Pathfinder is, who uses it, roles/tiers/modules, the domain model, the stack and access-control layers, the module build recipe, and current tech debt.

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Structure

Architecture

System design and technical structure: auth flow, middleware, module boundaries.

• README
• Middleware Session Fix
• Staging/Production Auth Fix
• Corps Module Architecture

Project

What the CRM is, who it’s for, and how it’s managed.

• README
• Overview
• Corps MVP Build Plan

Product

Features and module-level behavior: clients, intake, resources, referrals, reports, documents, inventory, corps, landlord portal, rangefinder.

• README
• Product-level docs — INTAKE_EDIT_FEATURE, INTAKE_VERSIONS, TARGETED_SECTION_EDITING, RANGEFINDER_MVP_SUMMARY, RENTAL_HEATMAP_REPORT
• Features — Admin dashboard, affordability, intake, archive/audit, clients, resources, referrals, pagination, properties/contacts, units, rental heatmap, milestones, organization modules, document vault, inventory, tasks/activities/reminders, insights page, etc.
• Landlord Portal
• Corps (API spec, README)

Data

Data and schema: entities, reporting sources, migrations.

• README
• HUD AMI Update FY 2025
• Search Events Table

Integrations

Third-party and external systems: Azure sync, Cosmos DB, HUD/rental heatmap.

• README
• Azure Cosmos DB Setup
• Azure Sync — Implementation summary, property manager sync guide, debug, sync fixes, success summary
• Azure Integration Summary
• Rental Heatmap Azure Integration

Security

Access control, roles, permissions, audit.

• README
• Access Control Reference
• Caseworker Access Fix
• Demo Role

Operations

Local setup, environment, deployment, troubleshooting, testing.

• README
• Quick Start
• Supabase Setup
• Fix: Properties Timeout
• Fix: UI 1000 Limit
• Referral Status Update Testing

Help Desk

Operator-facing guidance for support and frontline teams.

• README
• Module guides — CRM core, clients/intake, resources/referrals, reports/insights, documents, inventory, corps, landlord portal

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Quick links

Goal	Doc
First-time setup	Quick Start → Supabase Setup
What this CRM is	Project Overview
Routes and roles	Access Control
Modules and tiers	Organization Modules
Insights page	Insights Page
Search analytics	Search Events Table
Azure sync	Integrations
Landlord portal	Product: Landlord Portal
Troubleshooting	Operations

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Classification (optional)

Documents can be tagged as:

• source-of-truth — Authoritative; keep in sync with code.
• derived-from-code — Written from current implementation; verify when code changes.
• conceptual / forward-looking — Design or roadmap; may not match current behavior.

When in doubt, prefer derived-from-code and add a “Last verified against code: YYYY-MM-DD” note.