ABC Bank Customer Management System

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Content

1. How to install and run the project locally
2. Technologies used
3. Functionality
   • Find customer
   • Add new customer
   • Update customer details
   • Delete customer
   • Latency calculation
4. Assumptions & things done for simplicity

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How to install and run the project locally

Install

1. Run npm install or yarn install in the terminal
2. [Optional] Change mongoDB connection string in the .env file to connect to your own database
3. When install has finished, run npm run devstart or yarn devstart in the terminal
4. Go to localhost:3000 to see the application
5. Read about functionality here if needed

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Technologies used

Name	Usage	Location examples
Express.js	API / backend	Main functionality here / routes are in customers.js
mongoose	Connecting/interacting with DB	Schema can be found here
EJS	Templating engine for Express	All ejs files are in the views folder
Heroku	Deploying to web	Live version
MongoDB	DB for live version	If you search for customer 123 in the site that is deployed on Heroku, you can see that it is connected to a database
dotenv	Setting environment variables	.env
morgan	Loggin end-to-end latency	Setup is found in server.js. Logs are found in endtoend.log
nodemon	Automatic refresh of server	package.json
method-override	Sending more than GET/POST requests via forms	package.json

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Functionality

Find customer

• Search for customer by personal number
• Requires at least 3 numbers from the personal number, will not accept more than 11
• If no customers are found, a button will show an option to create the customer
• The Create new customer-button will redirect to Add new customer and automatically insert the customer number into the form

Add new customer

• Requires all fields to be filled out correctly
  • Personal number is Norwegian standard, 11 digits where the first 6 digits represent a birthdate
  • First name, last name and city require at least two characters
  • You are required to choose an account type
• The customer birthdate is set based on the personal number
• The customer bank account number is generated based on the Norwegian standard
  • First 4 digits are the bank register number
  • Next 2 digits are based on the account type
  • The 4 digits after that are a randomly generated number
  • And the last digit is a control number being calculated by the mod11 algorithm
  • The customer ID is the last 7 digits of the bank account number
• After successfully creating a new customer, you are redirected to the Find customer page and the personal number you used will be filled into the form so you can easily display the customer

Update customer details

• You first have to search for a customer (all 11 digits, for security)
• The form will then be filled in with all the details of the customer, and you can choose which you want to change
• When submitting, you get a success message as long as nothing went wrong

Delete customer

• You first have to search for a customer (all 11 digits, for security)
• The customer will then display with a Delete-button which will delete the customer and display a success message as long as nothing went wrong

Latency calculation

Information

• Latency will be logged to the terminal whenever you do something on the site that includes a mongoDB query
• The log includes the HTTP status code, method used to send, the endpoint and the mongoDB query type that was used

How it works

• The end-to-end latency is logged by morgan and saved in a log file
• The cloud processing latency is logged by mongoose pre/post-middleware that can be found in the customer schema
• The post-middleware also calls on a function which takes the last line from the end-to-end log and compares it to the current cloud processing latency calculation to get the communication latency, and finally logs everything out to the terminal in a neat form

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Assumptions & things done for simplicity

Creating customer

• Customers can have only one account each
• Personal number, account number and customer ID should be unique in the database
• ABC Bank has the 'Bank register number' 1234

Updating customer

• If customer changes account type, a new account number will be generated
• Customer ID can not be updated, even when the account type (and therefore account number) is changed