DotDash – MERN Advisor-Client Management System

A full-stack MERN application for Advisors to manage their clients.
Features include authentication, client CRUD, search/filter/sort, and an insights dashboard.

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📂 Project Structure

root/
├── backend/ # Express + MongoDB
├── frontend/ # React + Vite
├── README.md # Instrution for settting up project 

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⚡ Setup Instructions

1. Clone the repository

git clone https://github.com/your-username/dotdash.git
cd dotdash

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2. Backend Setup

cd backend
npm install

Create a .env file inside backend/ with the following:

MONGO_URI=your_mongodb_connection_string
JWT_SECRET=your_secret_key
PORT=5000

Run the backend:

npm run dev

Backend should start on http://localhost:5000.

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3. Frontend Setup

cd ../frontend
npm install

Start the frontend:

npm run dev

Frontend should start on http://localhost:5173.

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4. Test the APIs

Advisor Routes

• Register a new Advisor → POST http://localhost:5000/api/auth/register
• Login → POST http://localhost:5000/api/auth/login

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Client Routes (Protected, need JWT token in headers: Authorization: Bearer <token>)

• Add Client → POST http://localhost:5000/api/clients
• Get All Clients → GET http://localhost:5000/api/clients
• Update Client → PUT http://localhost:5000/api/clients/:id
• Delete Client → DELETE http://localhost:5000/api/clients/:id
• Search & Filter Clients → POST http://localhost:5000/api/clients/search
  • Search by Client's Name
  • Filters by category(UHNI/HNI).
  • Can also sort by net worth
• Get Insights → GET http://localhost:5000/api/clients/insights
  • Returns metrics like total clients, category distribution, aggregate net worth

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5. Features

• Advisor registration & login with JWT
• Manage clients (Add, Edit, Delete, Update)
• Search & filter clients (by name or/and category)
• Sort clients by net worth
• Insights dashboard (total clients, category distribution, aggregate net worth)
• Protected routes & auth middleware
• Frontend with React (Vite), Axios, Context API

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6. Tech Stack

• Frontend: React (Vite), Axios, Context API
• Backend: Node.js, Express.js, JWT, Mongoose
• Database: MongoDB Atlas