Commission-Based Sales Appointment Scheduling System (CSASS)

Description

1. 📌 Project Summary
A web-based system to book sales appointments and track commissions, fully database-driven). Designed to automate payroll, ensure data accuracy, and simplify operations.

2. 🎯 Business Goals
✅ Accurate Commission Tracking — Flat $50/confirmed booking.

✅ Automated Payroll — Weekly, from Friday 12:00 AM to Thursday 11:59 PM.

✅ User-Friendly Scheduling — Centralized calendar with real-time availability.

4. 🧍‍♂️ User Roles & Responsibilities
Role
Responsibilities
Sales Support Employee
Book appointments, view personal commissions.
Salesman
Manage personal unavailability.
Administrator (Admin)
Run payroll, export reports, manage users, audit data.

5. 🔍 Core Features
📅 Booking System
Unified calendar view (Zoom & In-Person).

Click-to-book interface with buffer time logic.

Client lookup and duplicate detection.

Automated email confirmation sent to Booking Attendee and Client.

💵 Commission & Payroll
$50 per confirmed booking. (Admin can change)

Auto-calculated using the database, based on Friday–Thursday week.

Admins can export CSV reports and finalize pay periods (locking records).

⚙️ Admin Tools
Audit trail of all booking changes.

Role-based access control (RBAC).

Manage salesmen unavailability (block off time in bulk).

6. ✅ Functional Requirements Summary
Scheduling
Real-time calendar with color-coded views.

Client duplication check.

Automated reminders.

Payroll
Commission auto-calculation using booking data.

Payroll export to CSV.

Pay period locking for finalized records.

Admin/Data Control
Audit trail logging (who, what, when).

Manage availability.

RBAC enforcement.

7. 🧪 Non-Functional Requirements
Category
Requirement
Data Integrity
All data must be in PostgreSQL with proper relationships (foreign keys).
Usability
Bookings must be possible within 3 clicks.
Performance
Payroll queries complete in under 5 seconds.
Reliability
No manual intervention required for reminders or payroll.

Role: Fullstack developer

Status: Completed

Video Demo