⚡ CRM Lite Migrator

CRM Lite Migrator is a polished, local-first open-source tool from Volta's open-source program. It helps Tech/ops pods cleaning client data turn real community work into structured evidence, client-safe handoffs, and mentor-reviewable release packets.

Volta principle: digital equity is economic equity. Every tool in this collection is designed so students can ship useful, accountable technology for small businesses, nonprofits, and community organizations that are usually priced out of high-quality digital transformation.

Small businesses often do not need a complex CRM, but they do need clean contacts and a repeatable import process.

First CRM setup for very small teams.

clean contacts migrated with consent status

flowchart TD
    Need["Community or client need"] --> Intake["Volta discovery intake"]
    Intake --> Evidence["Evidence capture"]
    Evidence --> Workbench["CRM Lite Migrator"]
    Workbench --> Score["Automation safety"]
    Score --> Cert["release certification"]
    Cert --> A1["Clean CRM CSV"]
    Cert --> A2["Rejected rows report"]
    Cert --> A3["Mapping doc"]
    Cert --> Student["Student portfolio proof"]
    Cert --> Sponsor["Sponsor-ready impact proof"]

    classDef volta fill:#111827,stroke:#60a5fa,color:#ffffff,stroke-width:2px;
    classDef equity fill:#ecfdf5,stroke:#16a34a,color:#052e16,stroke-width:2px;
    classDef proof fill:#fff7ed,stroke:#f97316,color:#431407,stroke-width:2px;
    class Workbench,Cert volta;
    class Need,Intake,Evidence equity;
    class Student,Sponsor proof;

flowchart LR
    subgraph Modules["First-class modules"]
        M1["Source inventory"]
        M2["Field mapping sheet"]
        M3["Duplicate review process"]
        M4["Owner handoff tutorial"]
    end
    M1 --> Workbench
    M2 --> Workbench
    M3 --> Workbench
    M4 --> Workbench
    Workbench["Local-first workbench"] --> Exports["JSON · CSV · Markdown · Print"]
    Exports --> Review["Owner + mentor review"]
    Review --> Launch["Client handoff"]

    classDef module fill:#eff6ff,stroke:#2563eb,color:#172554;
    classDef app fill:#f8fafc,stroke:#0f172a,color:#0f172a,stroke-width:2px;
    classDef launch fill:#f0fdf4,stroke:#22c55e,color:#052e16,stroke-width:2px;
    class M1,M2,M3,M4 module;
    class Workbench,Exports,Review app;
    class Launch launch;

sequenceDiagram
    participant S as Student pod
    participant T as CRM Lite Migrator
    participant M as Mentor
    participant C as Client
    S->>T: Define workflow boundary
    S->>T: Identify data and failure risks
    T->>M: Export review packet
    M->>S: QA notes and approval
    S->>C: Client-safe handoff
    C->>S: Outcome feedback

This repository is authored in TypeScript. The checked-in JavaScript files are compiled artifacts so the project can run directly on GitHub Pages without a build server.

• Source: src/**/*.ts and test/**/*.ts
• Build: npm run build
• Runtime artifacts: src/**/*.js for static hosting
• SaaS product layer: src/saas-core.ts, src/saas-app.ts, and docs/SAAS_PRODUCT.md

This project now includes a backend-grade engine because the workflow benefits from server-side validation, batch processing, or future API use.

This repo is designed to be usable as a real OSS product, not just a static demo.

git clone https://github.com/volta-npo/crm-lite-migrator.git
cd 33-crm-lite-migrator
npm install
npm test
npm run test:backend
npm start

Then open the local URL shown by Python, usually:

http://localhost:4173

No install step is required for the app itself. Tests use Node's built-in test runner.

This repository includes 25 automated tests covering core scoring, domain behavior, v1 release behavior, and release certification.

npm test

Test coverage includes:

• configuration weights and launch readiness
• product-specific domain sample data
• artifact generation and markdown exports
• v1 launch packet behavior
• release import/export round trips
• wrong-product import rejection
• deterministic integrity hashes
• blocked/critical gate prevention
• markdown safety checks

.
├── index.html              # Static app shell
├── styles.css              # Responsive Volta UI system
├── src/
│   ├── config.js           # Product mission, rubric, and sample data
│   ├── domain.js           # Domain-specific workbench definition
│   ├── domain-core.js      # Domain calculations and artifacts
│   ├── v1*.js              # v1 release layer
│   └── release*.js         # release certification layer
├── test/                   # 25 automated tests
├── docs/                   # Operations, QA, release checklist
└── examples/               # Release bundle template

Volta works with students, nonprofits, and small businesses to make practical digital transformation accessible. These repositories are intentionally:

• small enough to understand in a student pod
• useful enough to run in a real community engagement
• safe enough to hand off to a nontechnical owner
• structured enough to review by mentors and sponsors
• open enough to fork for any chapter or community group

Contributions are welcome if they improve real-world usefulness for under-resourced organizations. The best issues include:

1. a real user or chapter scenario,
2. before/after evidence,
3. privacy and accessibility considerations,
4. a test or release-checklist update.

Read CONTRIBUTING.md, SECURITY.md, and CODE_OF_CONDUCT.md before opening a PR.

MIT License. Built by Volta for public benefit.