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Keji 客迹

Self-hosted client-work records for relationship-driven professional services.

English overview · 中文完整文档

Keji private client-work system overview

Keji is a private, self-hosted client-work operating system for insurance agents, independent advisors, and other professionals who need to preserve long-running customer context without scattering records across chat history, spreadsheets, and photo folders.

Core surface What Keji keeps explicit
Client graph profiles, family/referral relationships, deduplication, relationship views
Work history meetings, calls, follow-ups, tasks, reminders, and a unified timeline
Files / evidence validated uploads, EXIF, thumbnails, SHA-256 deduplication, staged deletion
Insurance workflow policy state/history, premium schedules, claims, material checklists, exports
Reliability permission bits, audit history, backup/restore, documented deployment boundaries

Stack: Django 5.2 · PostgreSQL 17 · HTMX · Alpine.js · Tailwind CSS · Pillow · Playwright · Docker Compose

For technical reviewers, start with the concise English overview. For the complete feature matrix, deployment runbook, data model, backup/restore process, screenshots, and operational documentation, use the Chinese documentation.

Keji is an applied systems project. Its public value is end-to-end product ownership—domain modeling, privacy boundaries, document workflows, operational recovery, testing, and deployability—not a claim that it is part of my primary research agenda.

AGPL-3.0.

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自托管客户工作档案系统 — 面向保险代理人/独立理财顾问的私有客户管理平台

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