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Sage Ideas Studio

The operating system of an AI-native B2B studio. A single Next.js app that runs the entire client lifecycle: marketing, lead capture, contracts, e-signature, billing, client portal, project delivery, time tracking, and audit logging.

Live: https://www.sageideas.dev


What this is

This repository is the production codebase for Sage Ideas LLC — a digital studio that builds AI-native software, telemetry platforms, and trading systems for B2B operators. The app is the studio's go-to-market site, its CRM, and its delivery platform — all in one.

Outside studios typically stitch together five SaaS tools to do this (HoneyBook + DocuSign + Stripe + Notion + ClientPortal.io). This is the integrated version.


Architecture

Layer Stack
Framework Next.js 16 (App Router, RSC, Server Actions)
UI React 19, Tailwind 4, Radix Primitives, Framer Motion
Auth Supabase Auth (email + magic link + OAuth: Google, GitHub, LinkedIn)
Database Supabase Postgres 17 with Row Level Security
Payments Stripe Checkout + Subscriptions + Webhooks
Email Resend + AWS SES SDK
E-signature In-house signature pad + tamper-evident hash + audit trail
Hosting Vercel (Edge + Node runtimes)
Observability Sentry, PostHog, Vercel Analytics
Testing Playwright (E2E + UI), axe-core (a11y), Lighthouse CI, k6 (load)

Surface area

  • Public: marketing site, services × industries matrix, pricing, capabilities, blog, lab, comparison pages, legal hub (MSA, NDA, SOW template, DPA, Privacy, Terms, Cookies)
  • Auth: email/password, magic link, OAuth (Google, GitHub, LinkedIn), forgot password, multi-step signup wizard, role-based redirect, approval queue
  • Admin dashboard (/admin): pipeline kanban, CRM, document templates, contract generation + e-sign, invoicing, time tracking, profitability, workload, audit log, user management, studio settings
  • Client portal (/portal): home, engagements, projects, deliverables, documents (view + sign), invoices, billing, calendar, messages, inbox, notification preferences, help center, service catalog

105 routes, 57 API endpoints, 38 database tables, ~75K lines of TypeScript.


Local development

# Install
npm install

# Configure env (see .env.example)
cp .env.example .env.local

# Run dev server (port 3040)
npm run dev

# Run tests
npm run test:e2e         # Playwright E2E against local dev server
npm run test:rls         # Supabase RLS isolation suite
npm run lint             # ESLint
npm run build            # Production build

# Seed test data (Phase 0)
npm run seed:test

Required environment variables

NEXT_PUBLIC_SUPABASE_URL=
NEXT_PUBLIC_SUPABASE_ANON_KEY=
SUPABASE_SERVICE_ROLE_KEY=
STRIPE_SECRET_KEY=
STRIPE_WEBHOOK_SECRET=
NEXT_PUBLIC_STRIPE_PUBLISHABLE_KEY=
RESEND_API_KEY=
NEXT_PUBLIC_SITE_URL=https://www.sageideas.dev
SENTRY_DSN=
SENTRY_AUTH_TOKEN=

See docs/AUTH_SETUP.md for OAuth provider configuration and docs/AUTH_EMAIL_HOOK_SETUP.md for the custom email hook setup.


Documentation

  • docs/ADMIN_RUNBOOK.md — every admin workflow end-to-end
  • docs/AGENCY_OPERATIONS.md — day-to-day operations
  • docs/TEST_ACCOUNTS.md — seeded test users (Phase 0)
  • docs/sops/ — standard operating procedures (onboarding, invoicing, delivery, retainer, incident response)
  • content/legal/ — MSA, NDA, SOW template, Privacy, Terms, Cookies (MDX)

Status

  • ✅ Public site live at https://www.sageideas.dev
  • ✅ Auth (password + magic link + 3 OAuth providers) — verified
  • ✅ Admin dashboard — 12 routes, all wired to Supabase
  • ✅ Client portal — 16 routes, all wired to Supabase
  • ✅ End-to-end pipeline: lead → contract → e-sign → invoice → payment → delivery
  • ✅ Stripe subscriptions + 7 webhook events handled
  • ✅ Audit log on every admin action
  • ✅ Row Level Security verified by isolation tests (10/10)
  • ✅ E2E suite passing against production (28/28)
  • ✅ CI green on every push (lint + build + content validation + E2E + RLS)

The Phased Game Plan to 95+ lives in the project tracker and ships in 6 phases: Pre-flight → Security/DB → Pipeline → BI → Enterprise Readiness → Performance → Pen Test & Launch.


Security

See SECURITY.md and /.well-known/security.txt for responsible disclosure.

RLS isolation tests run on every push. Supabase advisor sweep is a release gate. External pen test is performed annually.


License

© 2026 Sage Ideas LLC. All rights reserved. This codebase is proprietary.