Mithras CRMTechnical Documentation

Backend ​

Full details: Backend Documentation

Core Entities

• Client — Client lifecycle, CRUD, SharePoint folders, meetings
• Lead — Lead management, follow-up, conversion to clients
• Company — Insurance partners, employers, contact persons
• User — User profiles, roles, authentication entry points

Client Sub-Modules

• Client Agenda — Agenda items, birthday reminders, calendar integration
• Client Tasks — Tasks with status, priority, email notifications
• Client Notes — Text notes per client
• Client Invoices — Invoice creation, PDF generation, payment reminders
• Client Contact Person — Contact persons with SharePoint folder creation
• Client Health Insurances KVG — Client KVG records with PDF export
• Client Health Insurances VVG — Client VVG records with PDF export
• Client Collective Life — Client collective life records with PDF export
• Client Pension Funds — Client pension fund records
• Client Investments — Client investments with file uploads

Insurance Products

• Health Insurances KVG — KVG (mandatory) product definitions
• Health Insurances VVG — VVG (supplementary) product definitions
• Health Insurance Region — Regional data for premium calculations
• Collective Life — Collective life product definitions
• Pension Fund — Pension fund product definitions
• Partner Products — Vorsorge products with commission tracking
• Product Property — Property insurance (household, liability, legal protection)

Investments & Finance

• Investments — Investment product definitions
• Retirement Investment — Retirement pillar (3a/3b) investments
• Property Assets — Property asset records for insurance
• Commission — Commission data with file uploads

Tax

• Tax Data — Tax records, uploads, consultations
• Tax Uploads — Tax upload tracking
• Late Tax Uploads — Late tax document management

Integrations

• SharePoint — File and folder management in SharePoint
• Microsoft Graph — Microsoft 365 calendar and meeting integration

Cross-Cutting Concerns

• Authentication & Authorization — Auth0 JWT, guards, CASL role-based permissions
• Configuration — Environment variables, config definitions, PrismaService
• Audit — Change history tracking
• Excel Export — Excel export for various entities
• Latest News — News items with attachments
• Status — Health checks, version info
• View — Saved filters and views

Frontend ​

Full details: Frontend Documentation

• Architecture — Next.js 14 App Router structure, tech stack, auth flow
• Authentication — Auth0 integration, JWT tokens, CASL permissions
• Components — Component organization (layout, page, shared) and patterns
• Customer Management — Customer management UI
• Data Fetching — Server-side fetch, React Query, infinite scroll, server actions
• Routes — Dashboard route structure, listing/detail/add/edit patterns