Refund Management System

Overview

The Refund Management System is a web-based application designed to streamline the process of submitting, reviewing, and approving refund requests within an organization. Employees can submit refund requests, managers can review and approve/reject them, and account managers can provide final approvals.

Features

• User Authentication: Secure login using JWT authentication.
• Role-Based Access: Supports Employees, Managers, Account Managers, and Admins.
• Request Submission: Employees can submit refund requests with descriptions, attachments, and requested amounts.
• Approval Workflow:
  • Managers approve requests before forwarding them to Account Managers.
  • Account Managers review manager-approved requests before finalizing them.
• Email Notifications: Automated notifications to managers when new requests are submitted.
• Request History: View past refund requests with filtering options.
• Export Reports: Download reports in CSV, PDF, or Excel format.

Technology Stack

Backend

• Node.js with Express.js
• Sequelize ORM with PostgreSQL
• JWT Authentication
• Nodemailer for email notifications

Frontend

• React.js with TypeScript
• React Router for navigation
• Axios for API calls
• CSS Modules for styling

Installation

Prerequisites

Ensure you have the following installed:

• Node.js (v16 or later)
• PostgreSQL
• Git

Clone the Repository

git clone https://github.com/your-repo/refund-management.git
cd refund-management

Backend Setup

1. Navigate to the server folder:

   cd server

2. Install dependencies:

   npm install

3. Configure the .env file:

   cp .env.example .env

   Update the .env file with your database credentials and JWT secret.
4. Run database migrations:

   npx sequelize-cli db:migrate

5. Start the backend server:

   npm run dev

Frontend Setup

1. Navigate to the client folder:

   cd client

2. Install dependencies:

   npm install

3. Start the React development server:

   npm start

Usage

1. Login as an employee to submit refund requests.
2. Managers can review and approve/reject requests.
3. Account Managers finalize approvals.
4. Use the History Tab to view past requests.
5. Export reports for auditing purposes.

Contribution

1. Fork the repository.
2. Create a feature branch: git checkout -b feature-name.
3. Commit changes: git commit -m 'Added feature X'.
4. Push to branch: git push origin feature-name.
5. Submit a pull request.

License

This project is licensed under the MIT License.

Contact

For issues or feature requests, please open a GitHub issue or contact the development team.

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Happy Coding! 🚀