156 lines
3.7 KiB
Markdown
156 lines
3.7 KiB
Markdown
# Setup Completion Summary
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## ✅ Completed Steps
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1. **Project Structure**
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- ✅ Created monorepo structure with pnpm workspace
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- ✅ Backend (Express + TypeScript)
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- ✅ Frontend (Next.js 14 + TypeScript)
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- ✅ Shared configuration files
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2. **Package Management**
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- ✅ Configured pnpm as default package manager
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- ✅ Created pnpm-workspace.yaml
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- ✅ Installed all dependencies (backend + frontend)
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- ✅ Updated lockfile
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3. **Database Setup**
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- ✅ Created comprehensive Prisma schema
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- ✅ Generated Prisma client
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- ✅ Created seed script with sample data
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- ⚠️ Migrations pending (requires database connection)
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4. **Backend Implementation**
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- ✅ Express server with TypeScript
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- ✅ Authentication module (JWT + RBAC)
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- ✅ Core banking module
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- ✅ CRM module
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- ✅ Transaction processing
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- ✅ Origination engine
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- ✅ Additional modules (servicing, compliance, risk, funds, analytics, tokenization)
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- ✅ Middleware (auth, RBAC, rate limiting, audit logging)
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- ✅ Error handling
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- ✅ Logging (Winston)
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- ✅ Swagger/OpenAPI setup
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5. **Frontend Implementation**
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- ✅ Next.js 14 with App Router
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- ✅ TypeScript configuration
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- ✅ Tailwind CSS setup
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- ✅ Landing page
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- ✅ API client with token refresh
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- ✅ React Query setup
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6. **Infrastructure**
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- ✅ Docker Compose configuration
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- ✅ Environment variable templates
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- ✅ Development scripts
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- ✅ Setup automation script
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7. **Documentation**
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- ✅ README.md
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- ✅ SETUP.md (detailed setup instructions)
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- ✅ QUICKSTART.md (5-minute guide)
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- ✅ CONTRIBUTING.md
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- ✅ API documentation structure
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## 📋 Remaining Steps (Manual)
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To complete the setup, you need to:
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1. **Configure Environment**
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```bash
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cp .env.example .env
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# Edit .env with your configuration
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```
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2. **Start Database Services**
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- Option A: Docker (if available)
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```bash
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docker-compose up -d
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```
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- Option B: Local PostgreSQL and Redis
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- Install and start PostgreSQL
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- Install and start Redis
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- Update DATABASE_URL and REDIS_URL in .env
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3. **Run Database Migrations**
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```bash
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pnpm db:migrate
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```
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4. **Seed Database** (optional)
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```bash
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pnpm db:seed
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```
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5. **Start Development Servers**
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```bash
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pnpm dev
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```
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## 🎯 Quick Commands Reference
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```bash
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# Install dependencies
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pnpm install
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# Generate Prisma client
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pnpm db:generate
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# Run migrations
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pnpm db:migrate
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# Seed database
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pnpm db:seed
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# Start development
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pnpm dev
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# Start backend only
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pnpm dev:backend
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# Start frontend only
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pnpm dev:frontend
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# Build for production
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pnpm build
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# Run setup script
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pnpm setup
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```
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## 📍 Access Points
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Once running:
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- Frontend: http://localhost:3000
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- Backend API: http://localhost:3001
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- API Docs: http://localhost:3001/api-docs
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- Health Check: http://localhost:3001/health
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- Prisma Studio: `pnpm db:studio` → http://localhost:5555
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## 🔑 Default Credentials (after seeding)
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- Admin: `admin@aseret.com` / `admin123`
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- Loan Officer: `officer@aseret.com` / `officer123`
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- Customer: `customer@example.com` / `customer123`
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## 📝 Notes
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- Docker Compose is optional but recommended for local development
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- All core modules have routes and basic structure
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- Business logic can be expanded incrementally
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- Tokenization module is ready for blockchain integration
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- All modules follow consistent patterns for easy extension
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## 🚀 Next Development Steps
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1. Implement business logic in each module
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2. Add external service integrations (Plaid, Stripe, credit bureaus)
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3. Build out frontend pages and components
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4. Add comprehensive testing
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5. Implement smart contracts for tokenization
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6. Add monitoring and observability
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7. Set up CI/CD pipeline
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