Atlas CRM – Company & Employee Query Management (MERN + Realtime)

NOTE: This is only the frontend part of the project. No backend logic (API calls or transcription) is implemented. Demo Link - https://youtu.be/7Nl7r5ozyEU

A full‑stack app where companies register, manage employees, and track customer queries with real‑time updates. Employees resolve incoming queries; companies get a rich dashboard for insights.

Highlights

• Companies & Employees: Register/login, add employees with auto credentials
• Queries: Create queries, view transcripts, listen to recordings, close/resolve
• Company‑scoped data: Each company only sees its own queries
• Realtime: Live updates via Socket.io (new/closed queries)
• Secure: JWT auth, role‑based routes, hashed passwords

Project Structure

backend/
  server.js
  routes/
    company.js
    queries.js
  models/
    Company.js
    Query.js (Summary)
frontend/
  src/
    pages/ (CompanyDashboard, EmployeeDashboard, Login/Register, etc.)
    services/api.js

Prerequisites

• Node.js 16+
• npm
• Local MongoDB running at mongodb://127.0.0.1:27017/mydb

Setup & Run

1. Install deps

cd backend && npm install
cd ../frontend && npm install

2. Start backend (http://localhost:5000)

cd backend
npm start

3. Start frontend (http://localhost:3000)

cd frontend
npm run dev

Backend CORS and Socket.io are already configured for the frontend at http://localhost:3000.

Environment (optional)

Create backend/.env to customize:

PORT=5000
MONGO_URI=mongodb://127.0.0.1:27017/mydb
JWT_SECRET=change_me
JWT_EXPIRES=365d

User Flow

1. Register a company → receive a unique 4‑digit registration number
2. Login as that company → go to the company dashboard
3. Add employees (auto email/password) and share credentials
4. Employees login with the company registration number → work the open queries

Sample data behavior

• Current default: On company register, one sample query is seeded to your local MongoDB for that company.
• You can also manually seed later via API POST /api/queries/sample (see below) if you remove auto‑seeding.

To disable automatic seeding: remove the seeding block in backend/routes/company.js under the register route and rely solely on POST /api/queries/sample.

API Reference

Base URL: http://localhost:5000/api

Auth/session helpers (frontend)

• Token is stored in localStorage.token
• Actor details in localStorage.actor

Company

• POST /company/register – create a company
• POST /company/login – returns { token, company }
• GET /company/me – current company profile (auth: company)
• POST /company/:companyId/employees – add employee (auth: company, same company)
• POST /company/employee/login – employee login via registration number
• GET /company/employee/me – current employee profile (auth: employee)

Queries

• GET /queries/all – list all queries for the authenticated company (auth: company)
• GET /queries/unsolved – list unsolved queries for employee’s company (auth: employee)
• POST /queries – create a query (auth: company)
• PATCH /queries/:queryId/close – close a query (auth: employee)
• GET /queries/:queryId – fetch query details (auth)
• POST /queries/sample – seed sample queries for the authenticated company (auth: company)

Headers for auth routes:

Authorization: Bearer <JWT_TOKEN>
Content-Type: application/json

Example: seed sample queries (manual)

Default sample (one item):

curl -X POST http://localhost:5000/api/queries/sample \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -d '{}'

Custom samples:

curl -X POST http://localhost:5000/api/queries/sample \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -d '{
    "samples": [
      {
        "Url_call": "https://example.com/rec1.wav",
        "Call_data": "User asked about delivery.",
        "Transcript": "User: Do you deliver?\nAgent: Yes...",
        "Call_Summary": "Delivery inquiry",
        "Complaint_Summary": ""
      }
    ]
  }'

Data Model (simplified)

Company

name, email, registrationNumber, password, employees[{ name, email, password, phoneNumber }]

Summary (Query)

companyId, Solved, Url_call, Call_data, Transcript, Call_Summary,
Complaint_Summary?, closedBy { employeeId, employeeName, closedAt }

Realtime

Socket.io broadcasts:

• newQuery when a query is created
• queryClosed when a query is closed

Front‑end listens and reloads lists accordingly.

Quick Test Checklist

• Company register/login works
• Dashboard shows seeded sample (if auto‑seeding on)
• POST /queries/sample adds records for current company
• Add employee → employee can login and view unsolved queries
• Employee can close a query → dashboard updates in realtime

🛠 Troubleshooting

• 401/403: Check your Authorization: Bearer <token> header
• CORS: Frontend must run on http://localhost:3000
• Mongo: Ensure local Mongo is running on mongodb://127.0.0.1:27017/mydb
• Socket: Verify both servers are running and open DevTools console

📄 License

This project is provided as‑is for hackathon/learning use.