DanSaviour Enterprise Statement Management

A full-stack application for managing client financial statements, daily sales, and reports with role-based access control.

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📖 Overview

DanSaviour Enterprise provides an intuitive dashboard for:

• Client Management: CRUD operations for clients, with custom commissions and contact details.
• Statement Tracking: Automated calculation of net, balances, commissions, receivables/payables based on daily sales, wins, expenses, and payments.
• Daily Sales: Record and aggregate daily sales (Monday–Sunday) to generate weekly statements.
• Reports: Monthly/Yearly performance reports per client.
• Role-Based Access: Secure endpoints for managers and directors via JWT authentication.

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⚙️ Features

• Backend (Node.js + Express + MongoDB)

  • Dynamic statement computations (computeStatement) with cascading updates.
  • Persisted Statement and DailySales collections.
  • User roles: Director (full access), Manager (limited).
  • Scheduled report generation (monthly/yearly).

• Frontend (Next.js 13 App Router + React + Tailwind CSS/CSS Modules)

  • Responsive dashboard with Sidebar & Navbar.
  • Pages for clients, statements, and forms to add/edit entries.
  • Secure storage of JWT tokens for API calls.
  • Modular CSS with consistent design tokens (colors, spacing, typography).

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🛠 Tech Stack

Layer	Technology
Backend	Node.js, Express, Mongoose
Database	MongoDB
Authentication	JWT (JSON Web Tokens)
Frontend	Next.js 13 (App Router)
Styling	Tailwind CSS & CSS Modules
HTTP Client	Axios

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📦 Prerequisites

• Node.js (v16+)
• Yarn
• MongoDB (local or Atlas)

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🚀 Getting Started

1. Clone the repository

git git@github.com:manuelhorvey/accountauto.git
cd dansaviour-enterprise

2. Backend Setup

cd backend
yarn install

• Create a .env file:

  MONGO_URI=mongodb://localhost:27017/dansaviour
  JWT_SECRET=your_jwt_secret
  PORT=5000

yarn dev
# Runs with nodemon on http://localhost:5000

3. Frontend Setup

cd ../frontend
yarn install

• Create a .env.local file:

  NEXT_PUBLIC_API_URL=http://localhost:5000/api

yarn dev
# Launches Next.js on http://localhost:3000

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📂 Folder Structure

project-root/
├─ backend/
│  ├─ src/
│  │  ├─ controllers/
│  │  ├─ middleware/
│  │  ├─ models/      # Mongoose schemas
│  │  ├─ routes/      # Express routers
│  │  └─ index.js     # Server entry
│  └─ .env
├─ frontend/
│  ├─ app/            # Next.js App Router pages
│  │  ├─ dashboard/
│  │  │  ├─ clients/...
│  │  │  └─ statements/...
│  │  ├─ layout.js
│  │  └─ page.js      # Home
│  ├─ components/     # Reusable UI (Navbar, Sidebar, Cards)
│  ├─ lib/api.ts      # Axios instance & hooks
│  ├─ styles/
│  └─ .env.local
└─ README.md

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🔗 API Endpoints

Auth

• POST /api/auth/login — Authenticate user (returns JWT)

Clients

• GET /api/clients — List all clients
• GET /api/clients/:id — Fetch single client
• POST /api/clients — Create client (Director only)
• PUT /api/clients/:id — Update client (Director only)
• DELETE /api/clients/:id — Delete client (Director only)

Statements

• GET /api/statements?client=<id> — List statements for a client
• POST /api/statements — Add statement + daily sales
• PUT /api/statements/:id — Edit statement & ripple updates
• DELETE /api/statements/:id — Remove statement + daily sales

Daily Sales

• GET /api/dailySales/:statementId
• PUT /api/dailySales/:statementId

Reports

• GET /api/reports/:clientId/:period
• POST /api/reports

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🤝 Contributing

1. Fork the repo
2. Create a feature branch (git checkout -b feat/your-feature)
3. Commit changes (git commit -m "feat: ...")
4. Push to branch (git push origin feat/your-feature)
5. Open a Pull Request

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📄 License

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