README.md

# PhoenixKit - The Elixir Phoenix Starter Kit for SaaS apps

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We are actively building PhoenixKit, a comprehensive SaaS starter kit for the Elixir/Phoenix ecosystem. Our goal is to eliminate the need to reinvent the wheel every time we all start a new SaaS project.

**🚧 Early Access - We Need Your Feedback!**

PhoenixKit is under heavy development and we're looking for early adopters to test, provide feedback, and help shape the future of this toolkit. If you're building with Phoenix and want to skip the boilerplate setup, we'd love to have you try it out and share your experience.

With PhoenixKit, you will be able to create production-ready Elixir/Phoenix apps much faster and focus on your unique business logic instead of reimplementing common SaaS patterns.

## πŸ“– Documentation

- **[Integration Guide](guides/integration.md)** - Complete guide for using PhoenixKit as a dependency, with API reference and examples. Optimized for AI assistants (Claude, Cursor, Copilot, Tidewave MCP).
- **[All Guides](guides/README.md)** - Full list of development guides

## Semi-Automatic Installation

PhoenixKit provides pretty simple installation method, powered by igniter library, which takes care of all configuration needs.

Add `phoenix_kit` to your project dependencies. `igniter` installed in `phoenix_kit`.

```elixir
# mix.exs
def deps do
  [
    {:phoenix_kit, "~> 1.7"}
  ]
end
```

Then run the PhoenixKit installer:

```bash
mix deps.get
mix phoenix_kit.install
```

This will automatically:

- Auto-detect your Ecto repository
- **Validate PostgreSQL compatibility** with adapter detection
- Generate migration files for authentication tables
- **Optionally run migrations interactively** for instant setup
- Add PhoenixKit configuration to `config/config.exs`
- Configure mailer settings for development
- **Create production mailer templates** in `config/prod.exs`
- Add authentication routes to your router

## πŸ“¦ Current PhoenixKit Features / Modules:

```
βœ… Simple installation using Igniter (`mix phoenix_kit.install` and updating via `mix phoenix_kit.update`) 
βœ… Tailwind and DaisyUI integration
βœ… App layout integration
βœ… App database integration (Postgres only for now)
βœ… Custom slug prefix (default: `/phoenix_kit`)

βœ… Backend Admin module

βœ… User Module
  βœ… Registration
  βœ… Login
  βœ… Logout
  βœ… Magic link
  βœ… Email confirmation (waiting Email Module)
  βœ… Fail2ban (userbased, ip based, region based)
  βœ… Password reset
  βœ… User roles
  βœ… Custom user fields
    βœ… JSONB storage for flexibility
  βœ… Location of registration (ip, country, region, city)
  βœ… User's timezone (and mismatch detection)
  βœ… User's locale
  βœ… OAuth (google, facebook)


βœ… Modules Manager

βœ… Session Manager Module

βœ… Settings
    βœ… General
    βœ… App title
    βœ… Global app timezone (switched from timex to native elixir)
    βœ… Global time format (switched from timex to native elixir)
    βœ… Language configuration

βœ… Languages (Backend and frontend languages, broken down to countries and regions)
    βœ… Backend languages
    βœ… Frontend enduser languages, broken down and organized by countries and regions

βœ… Users Module
    βœ… Role management
    βœ… Referral Program

βœ… User Relationship Module (for User Generated Content/UGC)

βœ… Maintenance Mode Module

βœ… Email Module
    βœ… AWS SES integration

βœ… Entities Module (WordPress ACF-like dynamic content types)
    βœ… Dynamic entity type creation
    βœ… Flexible field schemas (13 field types)
    βœ… JSONB storage for flexibility
    βœ… Full CRUD interfaces
    βœ… Settings management

βœ… Media Module
    βœ… Photos and Videos
    βœ… Local and cloud multiple storages
    βœ… Image resizing 
    βœ… Video resizing
βœ… Blogging Module
     βœ… 2 type of bloggin supported: timed and slug based
     βœ… Multilingual publishing
     βœ… Timezone support

βœ… Posts Module (for User Generated Content/UGC)

βœ… Sync Module (to sync dev / testing / staging / production) environments

βœ… Sitemap Module

βœ… AI Module
     βœ… OpenRouter Integration

βœ… Billing Module
    - Invoices
    - Payment
      - Integration
        - Stripe
        - PayPal
    - Orders
  - Membership / Subscription Module

βœ… Basic UI Components
    βœ… [Draggable List](guides/draggable_list_component.md) - Drag-and-drop grid/list component
```


## πŸ›£οΈ Roadmap / Ideas / Feature requests

--- Next priority

- Newsletter Module
- Notifications Module
- Cookies Module
- Complience and Legal Module
    - Cookies usage
    - Terms Of Service
    - Acceptable Use
    - GDPR (General Data Protection Regulation) for EU users
    - CCPA (California Consumer Privacy Act) for California users
    - Data Retention Policy
    - Privacy Policy
- Customer service Module
    - Chat
- Jobs Module (Oban powered)
- E-commerce Module
    - Physical products
    - Digital and downloadable products
- Missing features for User Auth Module
  - 2FA
  - User impersonation
  - New device notification

--- To sort items

- Design / templates / themes
- Integration with notification providers (Twilio, etc...)
- Media / Gallery (with s3 backend)
- Video (Video processing, streaming, Adaptive Bitrate (ABR): stream in multiple bitrates and resolutions for difference devices, HTTP Live Streaming (HLS): reduce bandwidth usage, playback latency, and buffering, H.264, H.265, VP8 & VP9: optimized next-generation video codecs)
- Audio
- Media / Gallery
- Local / External storage support (AWS S3, Azure Storage, Google Storage, Cloudflare R2, and DigitalOcean Spaces)
- CDN
- Static pages
- Blog
- Comments
- Search
- Blocks
- Sliders
- Video player (mp4, youtube, etc)
- Booking Module (Calendar based)
- Popups Module
- Contact Us Module
- SEO Module (sitemap, open graph)
- What’s New Module
- Internal Chat Module (https://github.com/basecamp/once-campfire)
- DB Manager Module
    - Export / Import
    - Snapshots
    - Backups (onsite/offsite)
- Feedback Module
- Roadmap / Ideas Module
- CRM Module
- App Analytics / BI Module
  - ClickHouse backend
  - Events
  - Charts, trends and notifications
- API Module
- Cron Modules
- Testimonials Module
- Team Module
- FAQ
- Forms Module
- Cluster Module

πŸ’‘ Send your ideas and suggestions about any existing modules and features our way. Start building your apps today!

## Installation

PhoenixKit provides multiple installation methods to suit different project needs and developer preferences.

### Semi-Automatic Installation

**Recommended for most projects**

Add `phoenix_kit` to your project dependencies (Igniter is included automatically):

```elixir
# mix.exs
def deps do
  [
    {:phoenix_kit, "~> 1.7"}
  ]
end
```

Then run the PhoenixKit installer:

```bash
mix deps.get
mix phoenix_kit.install
```

This will automatically:

- βœ… Auto-detect your Ecto repository
- βœ… **Validate PostgreSQL compatibility** with adapter detection
- βœ… Generate migration files for authentication tables
- βœ… **Optionally run migrations interactively** for instant setup
- βœ… Add PhoenixKit configuration to `config/config.exs`
- βœ… Configure mailer settings for development
- βœ… **Create production mailer templates** in `config/prod.exs`
- βœ… Add authentication routes to your router
- βœ… Provide detailed setup instructions

**Optional parameters:**

```bash
# Specify custom repository
mix phoenix_kit.install --repo MyApp.Repo

# Use PostgreSQL schema prefix for table isolation
mix phoenix_kit.install --prefix "auth" --create-schema

# Specify custom router file path
mix phoenix_kit.install --router-path lib/my_app_web/router.ex
```

## Manual Installation

1. Add `{:phoenix_kit, "~> 1.7"}` to `mix.exs`
2. Run `mix deps.get && mix phoenix_kit.gen.migration`
3. Configure repository: `config :phoenix_kit, repo: MyApp.Repo`
4. Add `phoenix_kit_routes()` to your router
5. Run `mix ecto.migrate`

## Quick Start

Visit these URLs after installation:

- `http://localhost:4000/{prefix}/users/register` - User registration
- `http://localhost:4000/{prefix}/users/log-in` - User login

Where `{prefix}` is your configured PhoenixKit URL prefix (default: `/phoenix_kit`).

## Configuration

### Basic Setup

```elixir
# config/config.exs (automatically added by installer)
config :phoenix_kit,
  repo: YourApp.Repo,
  from_email: "noreply@yourcompany.com",  # Required for email notifications
  from_name: "Your Company Name"          # Optional, defaults to "PhoenixKit"

# Production mailer (see config/prod.exs for more options)
config :phoenix_kit, PhoenixKit.Mailer,
  adapter: Swoosh.Adapters.SMTP,
  relay: "smtp.your-provider.com",
  username: System.get_env("SMTP_USERNAME"),
  password: System.get_env("SMTP_PASSWORD"),
  port: 587
```

### Layout Integration

```elixir
# Use your app's layout (optional)
config :phoenix_kit,
  layout: {YourAppWeb.Layouts, :app},
  root_layout: {YourAppWeb.Layouts, :root}
```

### Email Configuration

PhoenixKit supports multiple email providers with automatic setup assistance:

#### AWS SES (Complete Setup)

For AWS SES, PhoenixKit automatically configures required dependencies and HTTP client:

```elixir
# Add to mix.exs dependencies (done automatically by installer when needed)
{:gen_smtp, "~> 1.2"}

# Application supervisor includes Finch automatically
{Finch, name: Swoosh.Finch}

# Production configuration
config :phoenix_kit, PhoenixKit.Mailer,
  adapter: Swoosh.Adapters.AmazonSES,
  region: "eu-north-1",  # or "eu-north-1", "eu-west-1", etc.
  access_key: System.get_env("AWS_ACCESS_KEY_ID"),
  secret: System.get_env("AWS_SECRET_ACCESS_KEY")
```

**AWS SES Checklist:**

- βœ… Create AWS IAM user with SES permissions (`ses:*`)
- βœ… Verify sender email address in AWS SES Console
- βœ… Verify recipient emails (if in sandbox mode)
- βœ… Ensure AWS region matches your verification region
- βœ… Request production access to send to any email
- βœ… Set environment variables: `AWS_ACCESS_KEY_ID`, `AWS_SECRET_ACCESS_KEY`

#### Other Email Providers

```elixir
# SendGrid
config :phoenix_kit, PhoenixKit.Mailer,
  adapter: Swoosh.Adapters.Sendgrid,
  api_key: System.get_env("SENDGRID_API_KEY")

# Mailgun
config :phoenix_kit, PhoenixKit.Mailer,
  adapter: Swoosh.Adapters.Mailgun,
  api_key: System.get_env("MAILGUN_API_KEY"),
  domain: System.get_env("MAILGUN_DOMAIN")
```

**Note:** Run `mix deps.compile phoenix_kit --force` after changing configuration.

### OAuth Configuration

Enable social authentication (Google, Apple, GitHub) through admin UI at `{prefix}/admin/settings`.
Built-in setup instructions included. For reverse proxy deployments, ensure `X-Forwarded-Proto` header is set:

```nginx
proxy_set_header X-Forwarded-Proto $scheme;
```

See [OAuth Setup Guide](guides/oauth_and_magic_link_setup.md) for details.

### Advanced Options

- Custom URL prefix: `phoenix_kit_routes("/authentication")`
- PostgreSQL schemas: `mix phoenix_kit.install --prefix "auth" --create-schema`
- Custom repository: `mix phoenix_kit.install --repo MyApp.CustomRepo`

## Routes

### User Authentication Routes

- `GET {prefix}/users/register` - Registration form
- `GET {prefix}/users/log-in` - Login form
- `GET {prefix}/users/reset-password` - Password reset
- `GET {prefix}/users/confirm/:token` - Email confirmation
- `DELETE {prefix}/users/log-out` - Logout endpoint

### User Dashboard Routes (when enabled)

- `GET {prefix}/dashboard` - User dashboard home
- `GET {prefix}/dashboard/settings` - User settings
- `GET {prefix}/dashboard/settings/confirm-email/:token` - Email confirmation

### Admin Routes (Owner/Admin only)

- `GET {prefix}/admin` - Admin dashboard
- `GET {prefix}/admin/users` - User management

## API Usage

### Current User Access

```elixir
# In your controller or LiveView
user = conn.assigns[:phoenix_kit_current_user]

# Or using Scope system
scope = socket.assigns[:phoenix_kit_current_scope]
PhoenixKit.Users.Auth.Scope.authenticated?(scope)
```

### Role-Based Access

```elixir
# Check user roles
PhoenixKit.Users.Roles.user_has_role?(user, "Admin")

# Promote user to admin
{:ok, _} = PhoenixKit.Users.Roles.promote_to_admin(user)

# Use in LiveView sessions
on_mount: [{PhoenixKitWeb.Users.Auth, :phoenix_kit_ensure_admin}]
```

### Authentication Helpers

```elixir
# In your LiveView sessions
on_mount: [{PhoenixKitWeb.Users.Auth, :phoenix_kit_mount_current_scope}]
on_mount: [{PhoenixKitWeb.Users.Auth, :phoenix_kit_ensure_authenticated_scope}]
```

## Database Schema

PhoenixKit creates these PostgreSQL tables:

- `phoenix_kit_users` - User accounts with email, names, status
- `phoenix_kit_users_tokens` - Authentication tokens (session, reset, confirm)
- `phoenix_kit_user_roles` - System and custom roles
- `phoenix_kit_user_role_assignments` - User-role mappings with audit trail
- `phoenix_kit_schema_versions` - Migration version tracking

## Role-Based Access Control

### System Roles

- **Owner** - Full system access (first user)
- **Admin** - Management privileges
- **User** - Standard access (default)

### Role Management

```elixir
# Check roles
PhoenixKit.Users.Roles.get_user_roles(user)
# => ["Admin", "User"]

# Role promotion/demotion
PhoenixKit.Users.Roles.promote_to_admin(user)
PhoenixKit.Users.Roles.demote_to_user(user)

# Create custom roles
PhoenixKit.Users.Roles.create_role(%{name: "Manager", description: "Team lead"})
```

### Module System

PhoenixKit uses a modular architecture where features can be enabled/disabled at runtime. **All modules are disabled by default** and must be enabled before use.

**Enable via Admin UI:**
Visit `{prefix}/admin/modules` to toggle modules on/off.

**Enable via Code:**
```elixir
# Check if a module is enabled
PhoenixKit.AI.enabled?()        # => false (default)
PhoenixKit.Entities.enabled?()  # => false (default)

# Enable modules before use
PhoenixKit.AI.enable_system()
PhoenixKit.Entities.enable_system()
PhoenixKit.Posts.enable_system()
PhoenixKit.Emails.enable_system()
PhoenixKit.Billing.enable_system()
PhoenixKit.DBSync.enable_system()

# Disable when no longer needed
PhoenixKit.AI.disable_system()
```

**Important**: Attempting to use a disabled module's API functions or admin pages will result in errors or redirects. Always enable modules before:
- Calling their API functions (e.g., `PhoenixKit.AI.ask/3`)
- Visiting their admin pages (e.g., `/{prefix}/admin/ai/endpoints`)

### Built-in Admin Interface

**Core Administration:**
- `{prefix}/admin` - System statistics and overview
- `{prefix}/admin/users` - User management with role controls
- `{prefix}/admin/sessions` - Active session management
- `{prefix}/admin/modules` - Enable/disable PhoenixKit modules
- `{prefix}/admin/settings` - System settings (timezone, date/time formats)

**Content & Data:**
- `{prefix}/admin/blogging` - Blog posts and articles management
- `{prefix}/admin/posts` - User-generated content (social posts)
- `{prefix}/admin/entities` - Dynamic content types (WordPress ACF-like)

**Communication:**
- `{prefix}/admin/emails` - Email logs and delivery tracking
- `{prefix}/admin/emails/dashboard` - Email metrics and analytics

**AI Module:**
- `{prefix}/admin/ai/endpoints` - AI provider endpoints
- `{prefix}/admin/ai/prompts` - Reusable prompt templates
- `{prefix}/admin/ai/usage` - AI usage statistics

**Billing & Payments:**
- `{prefix}/admin/billing` - Billing dashboard
- `{prefix}/admin/billing/orders` - Order management
- `{prefix}/admin/billing/invoices` - Invoice management
- `{prefix}/admin/billing/subscriptions` - Subscription management

**Settings & Configuration:**
- `{prefix}/admin/settings/languages` - Multi-language configuration
- `{prefix}/admin/settings/media` - Storage buckets and image dimensions
- `{prefix}/admin/settings/sitemap` - Sitemap generation settings
- `{prefix}/admin/settings/seo` - SEO configuration

**Data Sync:**
- `{prefix}/admin/db-sync` - Peer-to-peer database synchronization

## Architecture

PhoenixKit follows professional library patterns:

- **OTP Application**: Ships with its own supervision tree (`PhoenixKit.Application`) for background workers, caching, and scheduled jobs
- **Dynamic Repository**: Uses your existing Ecto repo
- **Versioned Migrations**: Oban-style schema management
- **PostgreSQL Only**: Optimized for production databases

## Contributing

See [CONTRIBUTING.md](https://github.com/BeamLabEU/phoenix_kit/blob/main/CONTRIBUTING.md) for detailed instructions on setting up a development environment and contributing to PhoenixKit.

## License

MIT License - see [CHANGELOG.md](CHANGELOG.md) for version history.

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