Inam Baig / projects / tax-rebates
Tax / CRM
Tax Rebates CRM
Ruby on Rails CRM for UK tax rebate firms, cases, docs, and ops workflows.
Senior backend development and project management.
Role
Technical Lead · Project Manager
Duration
2022-09 to 2024-08
Company
Elements Info Tech
Domain
Tax Rebate CRM · United Kingdom
Tech highlights
Problem
What was hard
Overview
Tax rebate firms need CRM tooling for cases, documents, permissions, and background processing.
Users affected
UK tax rebate ops teams.
Why difficult
Permissions, workers, and third party document APIs must stay reliable.
Existing limitations
- Manual case handling
- Document return integrations
Constraints
- Rails + Sidekiq + Pundit
- Third party doc callbacks to production
Solution
Approach
Overview
Rails CRM with PostgreSQL, Sidekiq workers, Pundit auth, custom admin, RSpec.
Architecture rationale
Sidekiq workers isolate long running doc/API work from request/response.
Major components
- Rails app
- Sidekiq
- PostgreSQL
- Admin interface
Key capabilities
- CRM workflows
- Document processing jobs
- Role based access
Contribution
My contribution
Project outcome
I built a production tax rebate CRM used by UK operators.
What I personally owned
- I did senior backend development (Rails, workers, services)
- I handled project management for delivery and priorities
Architecture
Interactive diagram
Zoom, pan, and select nodes to explore components and connections.
Ops agents use a Rails + Webpacker CRM with Pundit authorization on PostgreSQL. Sidekiq workers isolate long running document and third party callback processing from the request cycle, covered by RSpec.
Stack
Technology
Grouped by layer. No skill bar percentages.
Frontend
- Rails + jQuery/JS + Webpacker
Backend
- Ruby on Rails
- Sidekiq
- Pundit
Database
- PostgreSQL
Testing
- RSpec
Challenges
Engineering challenges
CRM reliability for cases, documents, and permissions under volume
Why hard
Third party document APIs, background processing, and role based access all have to stay correct for UK rebate ops.
Solution
Rails CRM with PostgreSQL, Sidekiq workers for long running document/API work, and Pundit for authorization, covered with RSpec.
Result
Production tax rebate CRM used by UK operators, with workers isolated from the request/response path.
Related
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