KAM Lead Management System

The KAM (Key Account Manager) Lead Management System is a comprehensive Spring Boot application designed to streamline the process of managing restaurant leads and interactions for Key Account Managers. This system provides a robust set of features to track restaurants, manage contacts, plan calls, record interactions, and analyze performance.

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Features

• Restaurant Management: Add, update, and retrieve restaurant information.
• Contact Management: Maintain a database of restaurant contacts.
• Call Planning: Schedule and manage calls with restaurants.
• Interaction Tracking: Record and retrieve various types of interactions (calls, orders, meetings, emails) with restaurants.
• Performance Analysis: Generate insights on restaurant performance based on order values.
• JWT Authentication: Secure API endpoints using JSON Web Tokens.

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Technology Stack

• Java: 17
• Spring Boot: 3.4.1
• Spring Security
• Spring Data JPA
• PostgreSQL
• JWT: For authentication
• Ollama AI: Integration for performance analysis

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Project Structure

src
├── main
│   ├── java
│   │   └── com
│   │       └── shivam
│   │           └── lead_management_system
│   │               ├── config
│   │               ├── controller
│   │               ├── dto
│   │               ├── entity
│   │               ├── exception
│   │               ├── repository
│   │               ├── security
│   │               └── service
│   └── resources
│       ├── application.properties
│       ├── banner.txt
│       └── schema.sql
└── test
    └── java
        └── com
            └── shivam
                └── lead_management_system

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Key Components

Controllers

• AuthenticationController: Handles user authentication and JWT token generation.
• CallPlanningController: Manages call planning operations.
• ContactController: Handles contact-related operations.
• InteractionController: Manages interaction records.
• PerformanceController: Generates performance analysis.
• RestaurantController: Handles restaurant-related operations.

Services

• CallPlanningService: Business logic for call planning.
• ContactService: Manages contact operations.
• InteractionService: Handles interaction-related operations.
• KAMDetailsService: Implements UserDetailsService for authentication.
• OllamaService: Integrates with Ollama AI for analysis generation.
• PerformanceService: Generates performance insights.
• RestaurantService: Manages restaurant-related operations.

Entities

• CallPlanning: Represents call planning information.
• Contact: Represents a restaurant contact.
• Interaction: Represents an interaction with a restaurant.
• KAM: Represents a Key Account Manager user.
• Restaurant: Represents a restaurant in the system.

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Setup and Installation

1. Clone the repository:

   git clone https://github.com/Shivam-2310/KAM-lead-management-system.git

2. Navigate to the project directory:

   cd kam-lead-management-system

3. Set up the PostgreSQL database and update the application.properties file with your database credentials.

4. Set the following environment variables:

   export JDBC_DATABASE_URL=<your_database_url>
   export DATABASE_USERNAME=<your_database_username>
   export DATABASE_PASSWORD=<your_database_password>
   export JWT_SECRET=<your_jwt_secret>
   export JWT_EXPIRATION=<jwt_expiration_time>
   export OLLAMA_BASE_URL=<ollama_base_url>
   export OLLAMA_MODEL=<ollama_model_name>

5. Build the project:

   ./mvnw clean install

6. Run the application:

   ./mvnw spring-boot:run

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API Endpoints

• POST /auth/login: Authenticate and receive a JWT token.
• GET/POST/PUT/DELETE /api/restaurants: CRUD operations for restaurants.
• GET/POST/PUT/DELETE /api/contacts: Manage restaurant contacts.
• GET/POST/PUT/DELETE /api/call-planning: Manage call planning.
• GET/POST/PUT/DELETE /api/interactions: Record and retrieve interactions.
• GET /api/performance/analysis: Generate performance analysis.

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Security

The application uses Spring Security with JWT for authentication. All endpoints, except for /auth/login, require a valid JWT token in the Authorization header.

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Performance Analysis

The system integrates with Ollama AI to generate performance insights based on restaurant order data. This feature provides valuable analytics for Key Account Managers to assess and improve their strategies.

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Contributing

Contributions are welcome! Please feel free to submit a Pull Request.