How thesandeepkonda/taxfrontend works
Metrix CRM is a role-protected operations application for managing employees, teams, client relationships, documents, and tax-work assignments. The main client workflow spans CRM and document review into preparation, estimation, payments, and e-filing; administrators also manage staffing, leave, attendance, and reporting, while users have dashboards, chat, and notifications. The route excerpt and selected component/slice excerpts support the shown routing, data-fetch, and notification links. Other listed capabilities are represented by their exact source paths, but their internal wiring is not inferred.
Main entry points: AppRoutes.jsx Route map · api.ts HTTP API client · NotificationContext.tsx Notifications · AdmivViewApprovedDocsClients.tsx Verified client queue
Components 27
Application shell
- React application
src/App.jsx - Route map
src/routes/AppRoutes.jsx - Route protection
src/routes/ProtectedRoute.jsx - Main layout
src/components/layout/MainLayout.tsx - Dashboards
src/pages/Dashboard - Team chat
src/features/chat - Notifications
src/contexts/NotificationContext.tsx
CRM and documents
- CRM administration
src/features/admin/crm - Employee clients
src/store/slices/employeeClientSlice.ts - Client document review
src/features/admin/crm/AdminViewDocsByClientID.tsx - Verified client queue
src/features/admin/crm/AdmivViewApprovedDocsClients.tsx
Tax work stages
- Preparation work
src/features/preparation - Estimation work
src/features/estimation - Payment work
src/features/payments - E-filing work
src/features/efiling
People and admin
- Leave management
src/features/leave/LeaveManagement.tsx - Staff and teams
src/features/admin/teams - Admin operations
src/features/admin
State and services
- Redux state
src/store/index.ts - CRM data actions
src/store/slices/adminCRMSlice.ts - Document client actions
src/store/slices/docClientsSlice.ts - Preparation actions
src/store/slices/prepSlice.ts - Notification actions
src/store/slices/notificationSlice.ts - HTTP API client
src/services/api.ts
Other components
- Staff user
- CRM backend
- Notification event stream
Connections 29
- Staff user → Route map: uses
- React application → Route map: renders
- Route map → Route protection: guards
- Route protection → Main layout: wraps
- Route map → Dashboards: routes to
- Route map → CRM administration: routes to
- Route map → Client document review: routes to
- Route map → Verified client queue: routes to
- Route map → Preparation work: routes to
- Route map → Estimation work: routes to
- Route map → Payment work: routes to
- Route map → E-filing work: routes to
- Route map → Leave management: routes to
- Route map → Staff and teams: routes to
- Route map → Admin operations: routes to
- Route map → Team chat: routes to
- CRM administration → CRM data actions: dispatches
- CRM data actions → HTTP API client: calls
- Client document review → CRM data actions: dispatches
- Verified client queue → Document client actions: dispatches
- Verified client queue → Preparation actions: dispatches
- Document client actions → HTTP API client: calls
- Preparation actions → HTTP API client: calls
- Employee clients → HTTP API client: calls
- HTTP API client → CRM backend: requests
- React application → Notifications: provides
- Notifications → Notification actions: dispatches
- Notification actions → HTTP API client: calls
- Notifications → Notification event stream: subscribes