Customer Relationship Management system

This repository contains both the backend REST API and the Angular frontend for a Customer Relationship Management (CRM) system.

The Backend is built with ASP.NET Core 8, Entity Framework Core, and Identity with JWT authentication.

The Frontend is an Angular 20 application that consumes the backend API and implements the user interface.

Features

• User authentication and authorization
  • ASP.NET Core Identity
  • JWT-based authentication
  • Angular frontend includes Login page, JWT interceptor, and route guard for protected routes
• Role management
  • Admin, Manager, User roles (seeded on startup)
• Entities Management
  • Full CRUD functionality for Companies, Contacts, Activities and Leads
• Lead Tracking
  • Managing sales leads through various stages(New, Negotiations, Lost, Won)
• Activity Interaction Tracking:
  • Logging specific interactions with user-friendly UI
• Global search
  • Integrated global search funtionality across entities
• Swagger/OpenAPI
  • API documentation and testing is configured.

Solution Structure

Backend/

• CRM.Core - Domain models & interfaces
• CRM.Infrastructure - EF Core, repositories, persistence
• CRM.Application - Services, DTOs, Mappings
• CRM.API - API controllers, startup, auth

Frontend/crm-frontend/

• src/app/auth: Login components and authentication logic.
• src/app/pages: Specific modules for Activities, Companies, Contacts, and Leads.
• src/app/services: Angular services for API communication.

Setup and Run

1. Prerequisites:

   • Install Docker Desktop.
   • Ensure docker is running.

2. Run the system:

   • git clone https://github.com/nowakczarek/CRM
   • cd CRM
   • docker-compose up --build

3. Access the Applications

   • Once the containers are healthy, you can access the following:
   • Frontend Dashboard: http://localhost:4200
   • API Documentation (Swagger): http://localhost:7058/swagger

Default seeded users:

• admin@crm.pl / Admin123! (Role: Admin)
• manager@crm.pl / Manager123! (Role: Manager)
• user@crm.pl / User123! (Role: User)

Default seeded data

• To provide a benchmark experience, the database is populated with sample data using Bogus library.

Technologies & Key Dependencies

Backend (ASP.NET Core)

Technology	Purpose	Key Dependency
.NET 8	Core Framework	Microsoft.NET.Sdk.Web
Database	ORM, SQL Server	Microsoft.EntityFrameworkCore.SqlServer
Identity	User/Role management	Microsoft.AspNetCore.Identity.EntityFrameworkCore
JWT Auth	Token generation & validation	Microsoft.AspNetCore.Authentication.JwtBearer
API Docs	Swagger/OpenAPI	Swashbuckle.AspNetCore

Frontend (Angular)

Technology	Purpose	Key Dependency
Framework	Client-side application	@angular/core
Routing	Navigation and routing	@angular/router
Forms	Reactive Forms implementation	@angular/forms
HTTP Client	Backend communication	@angular/common
Reactive Programming	Asynchronous operations	rxjs
Angular Material	UI Improvement	@angular/material/

Tech Stack

• Backend: ASP.NET Core 8, Entity Framework Core, SQL Server, ASP.NET Core Identity, JWT Authentication, Swagger/OpenAPI.
• Frontend: Angular 20, TypeScript, rxjs, Angular Material, CSS, HTML.

Next steps

• Improving UI/UX
• Adding pagination
• Implementing a central dashboard
• Adding search for specific modules