TechIntakePro - Technology Requisition Management System

A comprehensive technology requisition and assessment platform that streamlines technical intake processes with AI-powered analysis, automated workflows, and approval management.

Features

• AI-Powered Assessment - Intelligent requirement analysis using Anthropic Claude
• Dynamic Form Generation - Adaptive intake forms based on request type
• Workflow Automation - Configurable approval chains with SLA tracking
• Real-time Analytics - Comprehensive dashboards and reporting
• Enterprise Security - Role-based access control with Azure AD integration
• Document Processing - Automated document analysis and information extraction
• Email Notifications - SendGrid integration for workflow notifications

Tech Stack

Frontend:

• React 18 with TypeScript
• Tailwind CSS with Radix UI components
• TanStack Query for state management
• Wouter for routing

Backend:

• Node.js with Express.js
• TypeScript throughout
• Drizzle ORM with PostgreSQL
• Session-based authentication
• Azure AD integration

Infrastructure:

• Docker containerization
• PostgreSQL database

Prerequisites

• Node.js 20+
• Docker Desktop
• PostgreSQL (or use Docker Compose)

Getting Started

1. Clone and Install

git clone <repository-url>
cd TechIntakePro
npm install

2. Environment Setup

Copy the example environment file and configure your variables:

cp env.example .env

Edit .env and configure required variables:

• DATABASE_URL - PostgreSQL connection string
• ANTHROPIC_API_KEY - Your Anthropic API key for AI features
• SESSION_SECRET - Secret for session management
• SENDGRID_API_KEY - For email notifications (optional)
• AZURE_AD_* - Azure AD credentials for SSO (optional)

3. Database Setup

Using Docker Compose (recommended):

# Start PostgreSQL and application
npm run docker:dev

# Run database migrations
npm run db:migrate

Or with your own PostgreSQL:

# Run migrations
npm run db:migrate

# Or push schema directly (development)
npm run db:push

4. Development

# Start development server (without Docker)
npm run dev

# Or use Docker Compose
npm run docker:dev

The application will be available at http://localhost:5000

5. Building for Production

# Build the application
npm run build

# Start production server
npm run start

Available Scripts

• npm run dev - Start development server
• npm run build - Build for production
• npm run start - Start production server
• npm run check - Run TypeScript type checking
• npm test - Run test suite
• npm run lint - Run linting
• npm run db:push - Push schema changes to database
• npm run db:generate - Generate database migrations
• npm run db:migrate - Run database migrations
• npm run docker:dev - Start Docker Compose services
• npm run docker:down - Stop Docker Compose services
• npm run docker:logs - View Docker logs

Project Structure

TechIntakePro/
├── client/              # React frontend application
│   ├── src/
│   │   ├── components/  # UI components
│   │   ├── pages/       # Page components
│   │   └── lib/         # Utilities and helpers
│   └── index.html
├── server/              # Express backend
│   ├── index.ts         # Server entry point
│   ├── routes.ts        # API routes
│   ├── db.ts            # Database connection
│   └── storage.ts       # File storage handling
├── shared/              # Shared types and schemas
│   └── schema.ts        # Database schema
├── migrations/          # Database migrations
└── uploads/             # Uploaded documents

Configuration

Database Configuration

The application uses PostgreSQL with Drizzle ORM. Configure your database connection in .env:

DATABASE_URL=postgresql://user:password@localhost:5432/techintakepro

AI Features

AI-powered document analysis requires an Anthropic API key:

ANTHROPIC_API_KEY=your-api-key-here
ENABLE_AI=true

Authentication

For Azure AD integration:

AZURE_AD_CLIENT_ID=your-client-id
AZURE_AD_CLIENT_SECRET=your-client-secret
AZURE_AD_TENANT_ID=your-tenant-id

Email Notifications

For email notifications via SendGrid:

SENDGRID_API_KEY=your-sendgrid-api-key
FROM_EMAIL=noreply@yourdomain.com
ENABLE_EMAIL_NOTIFICATIONS=true

API Documentation

For detailed API documentation, see API_DOCUMENTATION.md.

Development Tips

Hot Reloading

The development server includes hot reloading for both frontend and backend:

• Frontend changes reload automatically via Vite
• Backend changes restart the server via tsx watch mode

Database Changes

When modifying the database schema:

1. Update shared/schema.ts
2. Generate migration: npm run db:generate
3. Apply migration: npm run db:migrate

Or for quick iteration in development:

npm run db:push

Docker Development

Docker Compose provides a complete development environment:

# Start services
npm run docker:dev

# View logs
npm run docker:logs

# Stop services
npm run docker:down

# Rebuild after dependency changes
npm run docker:build

Troubleshooting

Database Connection Issues

If you encounter database connection issues:

1. Verify DATABASE_URL is correctly set in .env
2. Ensure PostgreSQL is running
3. Check database credentials and permissions
4. For Docker: ensure containers are healthy with docker ps

Port Conflicts

If port 5000 is already in use:

1. Change PORT in .env
2. Update the port mapping in docker-compose.yml if using Docker

Build Errors

For build errors:

1. Clear build cache: rm -rf dist/
2. Reinstall dependencies: rm -rf node_modules && npm install
3. Check Node.js version (requires 20+)

License

MIT

Support

For issues and questions, please open an issue in the repository.