Casefile

A credit counseling case-management application for tracking clients, debts, creditors, payments, counseling sessions, and action plans, with payoff projections and portfolio analytics.

Stack

• Backend — Node.js, Express, TypeScript, Prisma (SQLite for dev)
• Frontend — React, TypeScript, Vite

Project structure

backend/    Express + Prisma API
frontend/   React + Vite client

Getting started

Backend

cd backend
npm install
cp .env.example .env   # then fill in the values
npx prisma migrate dev
npm run dev

Frontend

cd frontend
npm install
npm run dev

Features

• Client and case management
• Debt and creditor tracking
• Payment logging
• Counseling session logs
• Action plans with payoff projections
• Portfolio summary and productivity analytics
• Global search and data export