BOL Customer Relationship Management System

A comprehensive stakeholder feedback and case management system built with modern web technologies.

🚀 Tech Stack

• Framework: Next.js 15 with App Router
• UI Library: shadcn/ui + Tailwind CSS
• Language: TypeScript
• Database: PostgreSQL with Prisma ORM
• Authentication: NextAuth.js v5 (Auth.js)
• Form Validation: Zod
• Styling: Tailwind CSS

📋 Features

Core Functionality

• Multi-channel Feedback Collection - Web forms, email, social media integration
• Automated Case Management - Smart routing, escalation, and SLA tracking
• Role-based Access Control - Admin, Agent, Supervisor, and Viewer roles
• Real-time Analytics - Dashboards with drill-down capabilities
• Survey Tools - Post-resolution satisfaction measurement
• Integration Ready - API-first architecture for ERP and external systems

Key Capabilities

• Automated case creation and workflow routing
• Smart ticket tagging and categorization
• Progress tracking for stakeholders
• Comprehensive audit trails
• Exportable reports (PDF, Excel)
• Root cause analysis tools

🏗️ Project Structure

src/
├── app/                    # Next.js 15 App Router
│   ├── (auth)/            # Authentication routes
│   │   ├── login/
│   │   └── register/
│   ├── (dashboard)/       # Protected dashboard routes
│   │   ├── cases/
│   │   ├── analytics/
│   │   ├── settings/
│   │   └── users/
│   ├── api/               # API routes
│   │   ├── auth/
│   │   ├── cases/
│   │   └── surveys/
│   └── globals.css
├── components/
│   ├── ui/                # shadcn/ui components
│   ├── forms/             # Form components
│   │   ├── feedback-form.tsx
│   │   ├── case-form.tsx
│   │   └── survey-form.tsx
│   ├── dashboard/         # Dashboard components
│   │   ├── case-list.tsx
│   │   ├── analytics-charts.tsx
│   │   └── user-management.tsx
│   └── layout/            # Layout components
├── lib/
│   ├── auth.ts           # NextAuth configuration
│   ├── db.ts             # Prisma client
│   ├── validations/      # Zod schemas
│   │   ├── case.ts
│   │   ├── user.ts
│   │   └── survey.ts
│   └── utils.ts          # Utility functions
├── prisma/
│   ├── schema.prisma     # Database schema
│   └── migrations/       # Database migrations
├── types/                # TypeScript type definitions
│   ├── auth.ts
│   ├── case.ts
│   └── survey.ts
└── hooks/                # Custom React hooks
    ├── use-cases.ts
    └── use-analytics.ts

🔧 Installation & Setup

Prerequisites

• Node.js 18+
• PostgreSQL database
• npm or yarn package manager

Getting Started

1. Clone the repository

   git clone <repository-url>
   cd bol-crm-system

2. Install dependencies

   npm install

3. Environment Setup Create a .env.local file:

   # Database
   DATABASE_URL="postgresql://username:password@localhost:5432/bol_crm"
   
   # NextAuth
   NEXTAUTH_SECRET="your-secret-key"
   NEXTAUTH_URL="http://localhost:3000"
   
   # Email Configuration
   EMAIL_SERVER_HOST="smtp.gmail.com"
   EMAIL_SERVER_PORT=587
   EMAIL_SERVER_USER="[email protected]"
   EMAIL_SERVER_PASSWORD="your-app-password"
   EMAIL_FROM="[email protected]"

4. Database Setup

   # Generate Prisma client
   npx prisma generate
   
   # Run migrations
   npx prisma db push
   
   # Seed database (optional)
   npx prisma db seed

5. Start Development Server

   npm run dev

🎯 MVP Phase 1 Features

The initial release focuses on core functionality:

• ✅ Basic Authentication - Admin and Agent roles
• ✅ Simple Case Management - Create, view, update cases
• ✅ Web Form Submission - Public feedback form
• ✅ Basic Dashboard - Case list with simple statistics
• ✅ Email Notifications - Alerts for new cases

🔐 User Roles & Permissions

Role	Permissions
Admin	Full system access, user management, system configuration
Supervisor	Case oversight, team management, advanced reporting
Agent	Case handling, customer communication, basic reporting
Viewer	Read-only access to cases and reports

📊 Key Database Models

// Core entities
- User (authentication & roles)
- Case (feedback/complaint records)
- Category (case classification)
- Comment (case updates/communication)
- Survey (satisfaction measurement)
- Notification (system alerts)

🔌 API Endpoints

Authentication

• POST /api/auth/signin - User login
• POST /api/auth/signout - User logout

Cases

• GET /api/cases - List cases (with filtering)
• POST /api/cases - Create new case
• GET /api/cases/[id] - Get case details
• PUT /api/cases/[id] - Update case
• DELETE /api/cases/[id] - Delete case

Analytics

• GET /api/analytics/dashboard - Dashboard metrics
• GET /api/analytics/reports - Generate reports

🚀 Deployment

Production Checklist

• Environment variables configured
• Database migrations applied
• SSL certificates installed
• Email service configured
• Monitoring tools setup

Recommended Platforms

• Vercel - Seamless Next.js deployment
• Railway - Database hosting
• Supabase - Alternative database + auth solution

🧪 Testing

# Run tests
npm run test

# Run tests with coverage
npm run test:coverage

# Run E2E tests
npm run test:e2e

📈 Future Enhancements

Phase 2 Features

• Advanced analytics and reporting
• Social media integration
• Mobile app support
• Automated workflows
• AI-powered categorization

Phase 3 Features

• Multi-tenant support
• Advanced integrations (ERP, CRM)
• Custom survey builders
• API marketplace

🤝 Contributing

1. Fork the repository
2. Create a feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

🆘 Support

For support and questions:

• Create an issue in the repository
• Contact the development team
• Check the documentation wiki

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Built with ❤️ for BOL stakeholder management