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CRM Backend System by Vatsal

This is a backend system for a CRM application with advanced features such as user authentication, customer and lead management, interaction tracking, and advanced analytics.

Features

  • User Management (CRUD operations for users)
  • Customer Management (CRUD operations for customers)
  • Interaction Tracking (Log interactions with customers)
  • Analytics and Reporting (Generate reports on interactions)
  • User Authentication (JWT-based authentication)
  • Role-based access control (Admin and regular users)

Setup and Installation

Prerequisites

  • Go (version 1.16 or higher)
  • MongoDB (running on localhost:27017)

Installation

  1. Clone the repository:

    [email protected]:vatsalcode/mycmr.git
    cd mycmr
  2. Install dependencies:

    go mod tidy
  3. Start MongoDB (if not already running):

    # For macOS (using Homebrew)
    brew services start [email protected]
    
    # For Linux (using systemctl)
    sudo systemctl start mongod
    
    # For Windows (using Command Prompt)
    net start MongoDB
  4. Run the application:

    go run main.go

API Endpoints

  • GET / - Welcome message
  • POST /register - Register a new user
  • POST /login - Login a user and receive a JWT
  • POST /users - Create a new user
  • GET /users/:id - Get user details
  • PUT /users/:id - Update user details
  • DELETE /users/:id - Delete a user
  • POST /customers - Create a new customer
  • GET /customers/:id - Get customer details
  • PUT /customers/:id - Update customer details
  • DELETE /customers/:id - Delete a customer
  • POST /interactions - Create a new interaction
  • GET /customers/:id/interactions - Get interactions for a customer
  • GET /interactions/stats - Get interaction statistics

System Diagram Database Schema Design

Running Tests

To run tests, use the following command:

go test ./...

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