Policy Data Entry System

A full-stack web application for managing insurance policy data.

Tech Stack

• Backend: Django 5.2.8 + Django REST Framework + SQLite
• Frontend: React 18 + Vite + Axios

Project Structure

policy_system/
├── backend/
│   ├── config/          # Django project settings
│   ├── policies/        # Policies app (models, views, serializers)
│   ├── db.sqlite3       # SQLite database
│   └── manage.py
├── frontend/
│   ├── src/
│   │   ├── components/  # PolicyForm, PolicyTable
│   │   ├── App.jsx
│   │   ├── main.jsx
│   │   └── index.css
│   ├── package.json
│   └── vite.config.js
└── MIS Format.xlsx      # Reference Excel file

Setup Instructions

Backend Setup

1. Navigate to backend directory:

   cd backend

2. Activate virtual environment:

   Set-ExecutionPolicy -ExecutionPolicy Unrestricted -Scope Process
   
   venv\Scripts\activate

3. Run migrations (already done):

   python manage.py migrate

4. Start Django server:

   python manage.py runserver

   Backend will run on: http://localhost:8000

Frontend Setup

1. Navigate to frontend directory:

   cd frontend

2. Install dependencies:

   npm install

3. Start development server:

   npm run dev

   Frontend will run on: http://localhost:5173

Features

• ✅ Add new insurance policies with 25 fields
• ✅ View all policies in a responsive table
• ✅ Export policies to Excel (.xlsx)
• ✅ Premium dark-themed UI with smooth animations
• ✅ Real-time data persistence with SQLite
• ✅ CORS-enabled API for frontend-backend communication

API Endpoints

• GET /api/policies/ - List all policies
• POST /api/policies/ - Create new policy
• GET /api/policies/{id}/ - Get specific policy
• PUT /api/policies/{id}/ - Update policy
• DELETE /api/policies/{id}/ - Delete policy
• GET /api/policies/export_excel/ - Export to Excel

Usage

1. Start both backend and frontend servers
2. Open http://localhost:5173 in your browser
3. Fill in the policy form and click "Save Policy"
4. View policies in the table below
5. Click "Export to Excel" to download all policies

Notes

• The backend uses SQLite for simplicity (no additional database setup required)
• CORS is enabled for localhost:5173
• All 25 fields from the MIS Format.xlsx are supported