Smart_Form

A small full-stack app for turning plain-language interaction notes into structured CRM-style fields.

Stack

• Backend: FastAPI
• Frontend: React + Vite
• Optional AI parsing: OpenAI API via OPENAI_API_KEY

Local setup

Backend

1. Create and activate a virtual environment inside backend/.
2. Install dependencies:

pip install -r backend/requirements.txt

3. Copy backend/.env.example to backend/.env and set your values.
4. Start the API:

uvicorn backend.main:app --reload

Frontend

1. Install dependencies:

npm --prefix frontend install

2. Copy frontend/.env.example to frontend/.env.
3. Start the app:

npm --prefix frontend run dev

Environment variables

Backend

• OPENAI_API_KEY: optional. If omitted, the backend falls back to regex/date parsing.
• OPENAI_MODEL: optional. Defaults to gpt-4o-mini.
• FRONTEND_ORIGIN: optional. Defaults to http://localhost:5173.

Frontend

• VITE_API_BASE_URL: optional. Defaults to http://localhost:8000.

Before pushing to GitHub

• Keep backend/.env and frontend/.env local only.
• Do not commit backend/venv/, frontend/node_modules/, build output, or cache files.
• If you already initialized a Git repo somewhere above this folder, make sure you are pushing the intended repository root.