This application implements a full banking workflow with role-based features and admin controls. Highlights:

• Users & Roles

  • Customers: create accounts, view balances, request/manage multiple cards, initiate transfers, apply for loans, view transaction history.
  • Employees: view customer details, review and process loan applications, assist with account issues and transaction investigations.
  • Admins: manage (promote/demote) employees, configure system settings, review analytics and generate reports, and perform high-level user management.

• Accounts & Cards

  • Support for multiple cards per customer (debit/credit-like card representations).

• Loans

  • Customers can request loans via form (amount, term, income, account age). Loan requests are routed to employees for review.
  • Employees can approve/decline based on the information given by the user an AI or request more info.
  • Loan lifecycle records are stored and available via the UI and API.

• Transfers & Transactions

  • Transfers between personal accounts or to another user; transaction history.
  • Transaction details can be exported or printed (PDF export available in analytics/features).

• Analytics & Reporting

  • Admin-facing dashboards with loan statistics, cashflow trends, top decline reasons and other KPIs.
  • Exportable PDF reports for analytics views.

• Notifications & Security

  • Email notifications (SMTP) for account events and loan updates.
  • Option to reset password with email confirmation
  • JWT-based authentication and role-based route protection across client and server.

This repository contains the Credian banking application split into two main parts:

• client/ — React + Vite Single Page Application (frontend). See client/README.md for details.
• server/ — Spring Boot backend (Java 21, Maven) exposing REST APIs, auth, and business logic. See server/README.md for details.

The client communicates with the backend via a REST API (default: http://localhost:8080).

• Frontend: React, Vite, Tailwind CSS, React Router
• Backend: Java 21, Spring Boot (Web, Security, Data JPA, Flyway, Mail), JWT, Caffeine
• Database: PostgreSQL (Flyway migrations)
• Tooling: Maven, npm, OpenAPI (springdoc)

Prerequisites:

• Node.js (>= 18)
• Java 21 (JDK)
• Maven
• A PostgreSQL database for the server (or point to a hosted DB)

Start the backend first, then the frontend. From the repo root:

cd server
mvn clean spring-boot:run

# in a second terminal
cd client
npm install
npm run dev

Notes:

• Configure DB, JWT secret and SMTP credentials for the server via environment variables or src/main/resources/application.properties (do not commit real secrets). The server target/classes/application.properties currently contains development/example values.
• The frontend expects the API at http://localhost:8080 during development. Adjust client proxy or server.port if needed.

BankManager/
├─ client/    # frontend (React + Vite)
├─ server/    # backend (Spring Boot, Java 21, Maven)
├─ README.md  # this file

• Read client/README.md for frontend details and running the SPA.
• Read server/README.md for backend configuration, running tests
• Hosted on https://credian.onrender.com/

• Martin Sofroniev LinkedIn
• Ivan Andonov LinkedIn
• Zhozemir Kushev LinkedIn
• Ina Mihaylova LinkedIn
• Nikolay Frunze LinkedIn