A comprehensive dashboard application for managing CFO services, built with Next.js, Drizzle ORM, and Neon PostgreSQL.

• Admin Dashboard: Complete overview of consultations, users, and analytics
• Authentication System: Secure JWT-based authentication with role-based access
• Consultation Management: View and manage client consultation requests
• User Management: Manage CFO service providers and administrators
• Real-time Statistics: Live dashboard metrics and analytics
• Responsive Design: Mobile-friendly interface with Tailwind CSS

• Frontend: Next.js 15, React 19, TypeScript, Tailwind CSS
• Backend: Next.js API Routes, Node.js
• Database: Neon PostgreSQL with Drizzle ORM
• Authentication: JWT tokens with HTTP-only cookies
• Deployment: Vercel-ready

• Node.js 18+ and npm
• A Neon PostgreSQL database account
• Git

git clone <your-repo-url>
cd private-cfo
npm install

Create a .env.local file in the root directory:

# Database - Replace with your Neon database URL
DATABASE_URL='postgresql://username:[email protected]/dbname?sslmode=require'

# JWT Secret - Change this in production
JWT_SECRET=your-super-secret-jwt-key-change-in-production-2024

# Application Settings
PORT=3000
NEXT_PUBLIC_APP_URL=http://localhost:3000
NODE_ENV=development
NEXT_TELEMETRY_DISABLED=1

# Initialize the database with default users
npm run db:init

# Create sample consultation data (optional)
npm run db:sample

# View database in Drizzle Studio (optional)
npm run db:studio

npm run dev

Open http://localhost:3000 in your browser.

After running npm run db:init, you can use these credentials:

⚠️ Important: Change these passwords in production!

# Development
npm run dev              # Start development server on port 3000
npm run dev:3001         # Start on port 3001
npm run dev:4000         # Start on port 4000

# Production
npm run build           # Build for production
npm run start           # Start production server

# Database
npm run db:init         # Initialize database with default users
npm run db:sample       # Create sample consultation data
npm run db:generate     # Generate database migrations
npm run db:migrate      # Run database migrations
npm run db:push         # Push schema changes to database
npm run db:studio       # Open Drizzle Studio

# Utilities
npm run lint           # Run ESLint
npm run check-port     # Check if port 3000 is available

├── app/                    # Next.js 13+ app directory
│   ├── (auth)/            # Authentication pages
│   ├── admin/             # Admin-only pages
│   ├── api/               # API routes
│   ├── dashboard/         # Dashboard pages
│   └── layout.tsx         # Root layout
├── components/            # Reusable React components
├── lib/                   # Utility libraries
│   ├── auth.ts           # Authentication utilities
│   ├── auth-context.tsx  # Auth React context
│   ├── db.ts             # Database connection
│   └── schema.ts         # Database schema
├── scripts/              # Database initialization scripts
├── drizzle/              # Database migrations
└── public/               # Static assets

• Role-based access: admin, financial_advisor, tax_consultant, investment_advisor, business_consultant
• User profiles: Name, email, phone, specialization, experience
• Authentication: Secure password hashing with bcrypt

• Client information: Name, contact details, demographics
• Consultation details: Type of guidance needed, industry, income level
• Status tracking: pending, assigned, completed, cancelled
• Assignment system: Link consultations to specific CFO providers

1. Push to GitHub:

   git add .
   git commit -m "Initial commit"
   git push origin main

2. Deploy on Vercel:

   • Connect your GitHub repository to Vercel
   • Add environment variables in Vercel dashboard
   • Deploy automatically

3. Post-deployment:

   # Initialize production database
   npm run db:init

Make sure to set these in your deployment platform:

DATABASE_URL=your-production-neon-url
JWT_SECRET=your-production-jwt-secret
NEXTAUTH_URL=https://your-domain.com
NODE_ENV=production

• JWT Authentication: Secure token-based authentication
• HTTP-only Cookies: Prevents XSS attacks
• Password Hashing: bcrypt with salt rounds
• Role-based Access: Granular permission system
• Input Validation: Server-side validation for all inputs
• SQL Injection Protection: Parameterized queries with Drizzle ORM

• POST /api/auth - Login user
• DELETE /api/auth - Logout user
• GET /api/auth/verify - Verify token

• GET /api/dashboard/stats - Get dashboard statistics
• GET /api/consultations - Get all consultations (admin only)
• GET /api/admin/users - Get all users (admin only)

• POST /api/consultation - Submit new consultation
• GET /api/consultation - Get consultations (public endpoint)

1. Database Connection Error:

   • Verify your DATABASE_URL in .env.local
   • Ensure your Neon database is accessible
   • Check if the database exists

2. Authentication Issues:

   • Verify JWT_SECRET is set
   • Clear browser cookies and try again
   • Check if users exist in database

3. Port Already in Use:

   npm run check-port      # Check port availability
   npm run dev:3001        # Use alternative port

• Use npm run db:studio to inspect your database
• Check browser console for frontend errors
• Monitor terminal for backend logs
• Use network tab to debug API calls

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

This project is private and proprietary. All rights reserved.

For support, email your development team or create an issue in the repository.

🎉 Your Private CFO Dashboard is ready!

Access the admin panel at http://localhost:3000/sign-in using the default credentials above.