Smart Customer Report & Insight System

A comprehensive MERN Stack application for managing customer complaints, logging interactions, tracking audit trails, and generating AI-driven risk insights.

Project Overview

This system allows businesses to track customer issues, manage comprehensive customer profiles, log all interactions, and automatically calculate customer risk scores based on their activity and complaint history. It features a complete role-based access control system for Admins, Managers, and Staff.

Key Features

• Role-Based Access Control: Secure login and protected routes for Admin, Manager, and Staff using JWT.
• Customer Management: 360-degree view of customers, including Health Scores, LTV (Lifetime Value), and MRR (Monthly Recurring Revenue).
• Complaint Reporting: Staff can file reports; Managers/Admins can view and filter them with SLA violation tracking.
• Smart Insights (Unique Feature):
  • Automated Risk Scoring (Low, Medium, High).
  • Rule-based logic (e.g., critical health score, > 3 complaints, > 30 days inactivity).
  • Auto-generated recommendations and risk factors.
• Interaction & Audit Logging: Extensive tracking of all customer touchpoints (calls, emails, meetings) and system-wide administrative actions for compliance.
• Interactive Dashboard: Visual charts and graphs for data analysis (Risk Distributions, Report Statuses).
• Responsive Design: Modern glassmorphism UI with Sidebar navigation and global search.

Tech Stack

• Frontend: React.js, React Router, Context API, Chart.js, jsPDF/xlsx (for exports)
• Backend: Node.js, Express.js
• Database: MongoDB, Mongoose
• Authentication: JWT, bcryptjs
• Styling: Custom CSS (Glassmorphism, No external UI libraries)

Setup Instructions

1. Clone the repository (if applicable) or unzip the project.
2. Install Backend Dependencies:

   npm install

3. Install Frontend Dependencies:

   cd client
   npm install
   cd ..

4. Environment Variables: Create a .env file referencing the provided .env.example:

   MONGO_URI=your_mongodb_connection_string
   JWT_SECRET=your_jwt_secret
   PORT=5000
   SMTP_HOST=your_smtp_host (optional)

5. Database Seeding (Optional): To populate the database with sample data, run:

   node seed.js

6. Run the Application:

   npm run dev

   This command starts both the Backend (Port 5000) and Frontend (Port 3000) concurrently.

API Endpoints (Highlights)

Method	Endpoint	Description	Access
POST	/api/auth/register	Register new user	Public
POST	/api/auth/login	Login user	Public
GET	/api/customers	Get all customers	Admin/Manager/Staff
GET	/api/reports	Get all reports	Admin/Manager/Staff
POST	/api/insights/generate	Generate Risk Scores	Admin/Manager
GET	/api/audit	Get system audit logs	Admin
GET	/api/interactions/:customerId	Get customer touchpoints	Admin/Manager/Staff

Smart Logic Rule

• Critical Risk: Health Score < 50 OR >= 1 Critical Report (Unresolved)
• High Risk: Health Score < 70 OR >= 3 Open Reports
• Medium Risk: Inactivity > 30 days OR >= 1 Open Report
• Low Risk: Default

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Developed for College Submission