🦺 FastAPI + React Insurance Manager

A simple web platform to manage insurance clients, contracts, payments, and financial reports. Built with Python FastAPI (backend) and React/SolidJS (frontend).

---

🚀 What can you do with this app?

• 🔐 Login securely as an admin user
• 📥 Upload Excel files with lists of clients and insurance contracts
• 👥 See all clients (“Assurés”) and add new ones
• 📄 View and manage contracts and payment status
• 💵 Track payments (“Règlements”) and see payment history
• 📑 Download PDF reports for caisse (cash) and credit status
• 📊 Get a dashboard with total clients, contracts, and financial summaries

---

🛠️ How to run it

1. Backend (API server)

1. Go to the back folder:

   cd back

2. Install Python requirements:

   pip install -r requirements.txt

3. Start the API server:

   uvicorn main:app --reload

2. Frontend (Web app)

1. Go to the front folder:

   cd front

2. Install JS dependencies:

   npm install

3. Start the frontend:

   npm run dev

4. Open 🌐 http://localhost:3000 in your browser.

---

📚 How to use

1. 🔐 Login: Use your admin account.
2. 📥 Upload Excel: Go to “Upload Excel” and select your file (see below for format).
3. 👥 Manage clients: Go to “Assurés” to add, search, or delete clients.
4. 📄 View contracts: Go to “Products” for all contracts.
5. 💵 Track payments: See “Règlements,” make new payments, or check details.
6. 📑 Reports: Go to “Caisse” or “Credit” to filter and export PDF reports.

📊 Excel Upload Format

• Sheet 1: Clients, columns: CIN, Assuré
• Sheet 2: Contracts, columns: Date Emission, Police, Date effet, Prime Totale, CIN, Fractionn, Matricule

---

⚙️ Tech Stack

• 🐍 Python, 🚀 FastAPI, 🛢️ SQLAlchemy, 🐼 Pandas
• ⚛️ React (SolidJS), 🎨 Tailwind CSS
• 📝 jsPDF, 💬 SweetAlert2

---

👤 Author

Ismail El Ghazi