CRM / Business Applications
Record management, multi-criteria filtering, reporting and role-scoped dashboards for internal business teams.
Several business teams tracked the same customer and activity records in separate spreadsheets. Nobody had a reliable consolidated view, reporting was manual and slow, and each team needed to see its own data without seeing everyone else’s.
A CRM-style application with a shared relational model, server-side filtering and pagination for large record sets, dashboards scoped to the signed-in user’s role, and exports that replaced the manual reporting cycle.
A simplified, public-safe view of how the pieces fit together.
Client
Record views, filters, dashboards, exports
API
Filtering, pagination, sorting, validation
Domain
Ownership rules, role scoping, report composition
Data
Normalised schema, indexes, reporting views
Users wanted to combine many optional filters. Building SQL by string concatenation would have been both unsafe and unpredictable to index, so filters were composed as parameterised predicates over a fixed query shape, with indexes chosen for the combinations people actually used.
Large exports generated inside the HTTP request timed out. Moving generation out of the request path and letting the user collect the finished file removed the timeouts and the repeated retry traffic that came with them.
Role scoping applied to every list, report and export. Applying it at the query composition layer instead of per-endpoint meant a new endpoint could not accidentally skip it.
Teams worked from one system instead of parallel spreadsheets, and recurring reports were produced from the application rather than assembled by hand.
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