Field Operations Task and Visit Management System

A full-stack system built with Django REST Framework and React for managing field operations, tasks, and visits with Role-Based Access Control (RBAC) and Mock AI insights.

Tech Stack

• Backend: Django, Django REST Framework, SimpleJWT (Auth)
• Frontend: React, Vite, Axios, Lucide React
• Database: PostgreSQL

Features

• RBAC (Role Based Access Control): 5 Roles (Admin, Regional Manager, Team Lead, Field Agent, Auditor).
• Scoped Visibility:
  • Regional Managers see data only in their region.
  • Team Leads see data only for their team.
  • Field Agents see only their assigned tasks/visits.
• Task Management: Create, Assign, Update status.
• Visit Tracking: Start/Complete visits with notes.
• Mock AI Service: Automatically generates summaries, recommendations, and risk flags from visit notes.
• Activity Logging: Tracks all major actions.
• Dashboard & Reporting: Scoped metrics and SQL-based reports.

Setup Instructions

Database Setup (PostgreSQL)

Ensure you have a PostgreSQL server running. You can easily start a PostgreSQL instance using the provided Docker Compose file:

1. In the root directory, run:

   docker-compose up -d

   This will spin up a PostgreSQL instance on port 5432 with user fieldops_user, database fieldops_db, and password password123.

Note: Environment variables can be configured via a .env file in the backend directory (see backend/.env.example).

Backend Setup

1. Navigate to the backend directory.
2. Create and activate a virtual environment:

   python -m venv venv
   source venv/bin/activate  # On Windows: venv\Scripts\activate

3. Install dependencies:

   pip install -r requirements.txt

   (Note: Requirements are already installed in the provided environment)
4. Run migrations to initialize the PostgreSQL schema:

   python manage.py migrate

5. Seed initial data (Roles, Regions, Teams, Users, Tasks):

   python seed_data.py

6. Start the server:

   python manage.py runserver

Frontend

1. Navigate to the frontend directory.
2. Install dependencies:

   npm install

3. Start the development server:

   npm run dev

4. Access the app at http://localhost:3000.

Demo Accounts

All accounts use the password: password123

• admin (Full access)
• rm_north (Regional Manager - North)
• tl_alpha (Team Lead - North/Alpha)
• agent_1 (Field Agent - North/Alpha)
• auditor (Read-only access)

API Documentation

Once the backend is running, visit:

• Swagger UI: http://localhost:8000/api/docs/
• Redoc: http://localhost:8000/api/schema/