Onvio — Client Onboarding Platform

Onboard + Via (Latin for "path") · Your path to go-live

A purpose-built client onboarding and project management platform for the Unicommerce implementation team — designed to scale across any organisation.

Tech Stack

Tool	Purpose
Next.js 14	Framework + API Routes
Supabase	Database + Auth + Storage
Tailwind CSS + shadcn	UI
Resend	Transactional Email
Vercel	Hosting + Cron Jobs
GitHub	Version Control

Quick Start

1. Clone the repo

git clone https://github.com/YOUR_ORG/onvio.git
cd onvio
npm install

2. Set up Supabase

1. Create a new project at supabase.com
2. Run the migration: supabase/migrations/001_initial_schema.sql
3. Run the seed: supabase/seed/001_unicommerce_seed.sql

3. Configure environment

cp .env.local.example .env.local
# Fill in your Supabase URL, anon key, service role key, Resend API key

4. Run locally

npm run dev
# Open http://localhost:3000

Project Structure

src/
├── app/
│   ├── (auth)/login/          # Login page
│   ├── (dashboard)/           # Authenticated app shell
│   │   ├── manager/           # Manager war room
│   │   ├── lead/              # Lead team view
│   │   ├── om/                # OM project list
│   │   └── settings/          # Org/team/template settings
│   ├── projects/
│   │   ├── new/               # Create project (multi-step)
│   │   └── [id]/
│   │       ├── tracker/       # Phase/task tracker
│   │       └── dashboard/     # Project dashboard + activity log
│   ├── portal/[token]/        # Client-facing portal
│   └── api/
│       ├── projects/          # CRUD
│       ├── tasks/             # Task status updates
│       ├── emails/            # Send welcome/dashboard emails
│       └── cron/              # Reminder + RAG cron jobs
├── components/
│   ├── layout/AppShell.tsx    # Sidebar + topbar
│   ├── tracker/               # Tracker + new project form
│   ├── dashboard/             # Manager/Lead/OM dashboards
│   └── portal/                # Client portal
├── lib/
│   ├── supabase/              # Client, server, admin, middleware
│   └── types/                 # TypeScript types
└── styles/

supabase/
├── migrations/001_initial_schema.sql   # Full DB schema
└── seed/001_unicommerce_seed.sql       # Unicommerce data + B2C template

Roles

Role	Access
Manager	All projects, war room, settings
Lead	Their team's projects only
OM	Their own projects
Client	Portal only (token-based)

Deployment

1. Push to GitHub
2. Connect repo to Vercel
3. Add environment variables in Vercel dashboard
4. Deploy — crons auto-configure from vercel.json

Build Plan

Phase 1 (Weeks 1–10): Core platform, tracker, dashboards, client portal, email, cron engine Phase 2 (Weeks 11–16): HubSpot, Jira, Confluence, WhatsApp, Calendar integrations

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