SV · Hosting · Running · Testing
Services & APIs
Everything needed to build, host, run, and test the CRM. Reflects the confirmed decisions: ASP.NET Core MVC (Razor) + HTMX front-end (no Node.js), Email committed; AI enrichment / SAP deferred.
Ownership: hosting infrastructure and all third-party accounts/costs are
provided by the Client Company. Development tooling is free and on the vendor side.
A · Build & test environment (free · dev side)
| Purpose | Tool / Service | Req | Cost |
|---|---|---|---|
| Backend runtime/SDK | .NET 8 SDK (ASP.NET Core MVC) | ✅ | Free |
| Front-end library | HTMX (~14 KB, vendored static file) | ✅ | Free |
| Database (dev) | SQL Server Developer Edition (or Express / Docker) | ✅ | Free |
| ORM tooling | EF Core CLI (migrations) | ✅ | Free |
| IDE | Visual Studio / VS Code / Rider | ✅ | Free–paid |
| Source control | Git (GitHub / GitLab / Azure DevOps) | ✅ | Free tier |
| API testing | Swagger/OpenAPI + Postman | ✅ | Free |
| Automated tests | xUnit / NUnit | ✅ | Free |
| Email sandbox | Mailtrap / provider sandbox | ⬜ | Free tier |
| Webhook testing | ngrok / dev tunnel (inbound reply capture) | ⬜ | Free tier |
| CI/CD | GitHub Actions / Azure DevOps | ⬜ | Free tier |
No Node.js / npm required — the MVC (Razor) front-end is server-rendered; HTMX is a
single vendored
.js file served from wwwroot, so there is no front-end build step.B · Host & run (production · Client Company provides)
| Purpose | Service / Option | Req | Cost |
|---|---|---|---|
| App hosting | Windows/Linux server or cloud — IIS, or Nginx + Kestrel; Azure App Service / AWS | ✅ | Paid |
| Database (prod) | SQL Server Standard/Express, or Azure SQL | ✅ | Paid* |
| Domain + TLS | Domain + SSL certificate (Let's Encrypt free) | ✅ | Paid/Free |
| Document storage | Local disk or Azure Blob / AWS S3 / MinIO | ✅ | Paid/Free |
| Background worker | ASP.NET Core Hosted Service (in-app — SLA & escalation) | ✅ | — |
| Caching / real-time | Redis (optional) | ⬜ | Paid/Free |
| Logging & monitoring | Serilog + Seq / App Insights / Sentry | ⬜ | Paid/Free |
| Backups | SQL Server backup schedule | ✅ | — |
* SQL Server Express is free up to 10 GB for small volumes.
C · Third-party APIs & integrations (Client Company provides)
| Purpose | Options | Status | Notes |
|---|---|---|---|
| Email (send + inbound) | Amazon SES / SendGrid / Mailgun / SMTP | ✅ Committed | Comms, drip, portal links, reply capture |
| AI enrichment (Local) | Ollama GPU server + GLEIF / OpenCorporates / EU VIES | 🕒 Deferred | Manual lead entry for now; local model when enabled |
| SAP | SAP access + connector (OData/RFC) | 🕒 Deferred | Post-sales stock/inventory sync |
D · Required from the Client Company (inputs & responsibilities)
Beyond hosting and third-party accounts, the project needs these from the Client Company to start, build, and go live on schedule.
People & roles
- Project sponsor / owner — decisions & sign-offs
- Single point of contact for coordination
- SMEs from each team (Sales, Purchase, Production, QA, Logistics)
- Named approvers and UAT testers
Business inputs & content
- Finalized requirements sign-off (Phase 0)
- Org hierarchy + user list with roles (to seed RBAC)
- Product / service catalog + specs, and product-based raw-materials (BOM) for production — required before development starts
- Existing quote / contract templates; certificate, invoice, BL formats
- Branding assets (logo, colors, signature) · sample data
Access & credentials
- Hosting infra + admin access; SQL Server / Azure SQL
- Domain + DNS (email SPF/DKIM) + SSL certificate
- Email gateway account · document storage
- Later (deferred): AI enrichment GPU server, SAP access
Decisions & timely feedback
- Milestone reviews & approvals within the agreed turnaround
- Timely feedback — delays may extend the schedule
- Third-party subscriptions & costs (section C) — provided by the Client Company
Minimum to get running (MVP)
.NET 8 SDK · SQL Server (Dev/Express) · a host (server/cloud)
· domain + SSL · an email provider · document storage
· domain + SSL · an email provider · document storage
The local enrichment server can be added in parallel and is not required for the core CRM to start.