System
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Security & network
Go-live hardening. HTTPS is required if the backend is reachable over the
internet; set the matching
SG_* values in backend/.env
and restart with python run_server.py.
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Client profile
Data rows (firms) stay in the DB — this is display/ops info.
Data source
Current database
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Import sales data
Pull sales rows from an ERP or a file, map the columns to SalesGoodly's
schema, and stage them into a local database. After import the app can be
pointed at the staged data in one click.
Import history
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Folder-drop watcher
Any .csv/.xlsx/.xml dropped into a watched folder is imported
automatically (great for a nightly ERP export). Comma-separate folders.
Users & access
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Add user
Email (SMTP) — report delivery
Logs
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Query audit (recent)
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1. Pending phrases
Unknown words captured from failed questions. Assign a meaning —
it becomes effective immediately (no restart needed).