Catalyst¶

Catalyst is a multi-tenant proposal operations platform for services teams that need to move proposals from draft to approval with speed, control, and executive visibility.

Product Definition¶

Primary users: Internal services teams — sales, architects, delivery leads.

Primary outcome: Produce better proposals faster while preserving review quality, approval discipline, and export/share readiness.

Core Workflows¶

1. Create a proposal with correct tenant/user permissions
2. Draft and revise proposal content in the workbench
3. Collaborate through comments, section reviews, and approval gates
4. Publish or revoke a controlled public share link
5. Export the proposal in client-facing formats

Tech Stack¶

Platform Features¶

Core Platform¶

• Multi-tenant workspace model (Tenant, Membership, Invitation)
• Role-based access: admin, sales, architect, viewer
• Session auth with signed cookies + optional Google OAuth

CRM + Pipeline¶

• Account management, contact directory
• Pipeline view and account 360 insights

Proposal Workflow¶

• Proposal creation linked to account/contact
• Versioned markdown content
• Assignees and review flow
• Comments, mentions, approval chain, signatures
• Exports and export history

AI & Quality Workflows¶

• Proposal generation (streaming)
• Diagram explain, diff summaries, semantic diff
• Quality score, red team, effort estimate, scenario simulator, brand voice checks
• Rate limiting and entitlements enforcement by plan

Operations¶

• Ops dashboard and trend charts
• Queue management for review/export actions
• Retention automation (auto-archive, cleanup)
• Digest and SLA reminder endpoints

SaaS / Billing¶

• Settings: Organization, Team, Billing, Activity
• Organization feature flags with plan gates
• Onboarding wizard with persisted progress
• Settings audit timeline
• Stripe checkout, billing portal, webhook sync

Repository Layout¶

app/         Next.js routes and API handlers
src/lib/     Business logic (auth, tenant, entitlements, integrations)
src/components/  UI components
docs/        Product, recovery, and architecture notes
prisma/      Schema and migrations
scripts/     Utility and test scripts

Key UI Routes¶

Local Setup¶

Prerequisites¶

• Node.js 20+
• PostgreSQL
• Docker (recommended)

npm install
cp .env.example .env
npx prisma migrate dev
npm run dev

Optional: local Ollama (AI)¶

npm run ollama:setup

Production Deployment¶

Environment Variables (required)¶

NODE_ENV=production
DATABASE_URL=...
APP_URL=...
SESSION_SECRET=...
CRON_SECRET=...
ENCRYPTION_KEY=...  # if using tenant LLM API keys

Docker¶

docker build -t catalyst:latest .
docker compose -f docker-compose.production.yml up -d --build

Set APPLY_MIGRATIONS_AT_START=true to auto-migrate on startup, or run migrations separately.

Health & Observability¶

• GET /api/health — app health
• GET /api/health/ollama — Ollama health
• ENABLE_REQUEST_LOGS=true — emit API request logs
• LOG_LEVEL=info|warn|error — log verbosity

Quality Commands¶

npm run lint
npm run typecheck
npm run build
npm run test:integration
npm run test:rbac
npm run benchmark:rag

Data Model¶

Primary Prisma models: - Tenant, Membership, Invitation, Invoice - User - Account, Contact - Proposal, ProposalVersion, ProposalAssignee - ProposalComment, ProposalSectionReview, ApprovalSignature, ProposalPresence - Audit, Notification, Export - RagDocument, RagChunk - ProposalTemplate, BrandKit