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Empower your small business or freelance endeavors with Mind Glowing Finance, a comprehensive CRM platform designed to streamline customer management, product cataloging, project time tracking, and invoicing. Your all-in-one solution for seamless financial management and client satisfaction.

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kenjibailly/mindglowing_finance

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๐Ÿ‘” Mind Glowing Finance

Empower your small business or freelance endeavors with Mind Glowing Finance, a comprehensive CRM platform designed to streamline customer management, product cataloging, project time tracking, and invoicing. Your all-in-one solution for seamless financial management and client satisfaction.

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Note

โ—๐Ÿšง The platform is currently in development and is not finished.

๐Ÿ’พ Installation

  1. Clone the repository
git clone https://github.com/kenjibailly/mindglowing_finance/
  1. Copy example .env file and make changes:
cp .env.example .env
  1. Run the Docker Compose
docker-compose up -d

โญ Features

Dashboard

๐Ÿšง Currently in development, only placeholders at the moment

๐Ÿ› ๏ธ Settings

๐Ÿ› ๏ธ Settings

Account

  • โœ… Date Format
  • โœ… Time Zone
  • โœ… Currency
  • โœ… First Name
  • โœ… Last Name
  • โœ… Email
  • โœ… Company Name
  • โœ… Street
  • โœ… Street 2
  • โœ… City
  • โœ… State
  • โœ… Zip
  • โœ… Country

Customization

  • โœ… Invoice Prefix
  • โœ… Invoice Separator
  • โœ… Estimate Prefix
  • โœ… Estimate Separator
  • โœ… Items Per Page (pagination)

Payment Methods

Create a payment method with the following fields:

  • โœ… Name
  • โœ… Description

Discounts

Create a discount with the following fields:

  • โœ… Name
  • โœ… Discount Code
  • โœ… Discount total
  • โœ… Discount Percentage
  • โœ… Description

Shipping Companies

Create a shipping company with the following fields:

  • โœ… Name
  • โœ… Description

Taxes

Create a tax with the following fields:

  • โœ… Name
  • โœ… Percentage
  • โœ… Description

๐Ÿง‘โ€๐Ÿคโ€๐Ÿง‘ Customers

Create a customer with the following fields:

Personal Information:

  • โœ… First Name
  • โœ… Last Name
  • โœ… Email
  • โœ… Company
  • โœ… Currency

Shipping and Billing Information

  • โœ… Street
  • โœ… Street 2
  • โœ… City
  • โœ… State
  • โœ… Zip
  • โœ… Country
  • โœ… Option to save billing same as shipping

Contact Information

  • โœ… Preferred medium of contact
    • Email
    • Discord
    • Telegram
    • Instagram
    • Twitter
    • Other
  • โœ… Contact Medium Username
โš™๏ธ Functions
  • โœ… Create
  • โœ… Edit
  • โœ… Delete
  • โœ… Delete Selected

๐Ÿ“ฆ Products

Create a product with the following fields:
  • โœ… Picture
  • โœ… Name
  • โœ… Price
  • โœ… Description
โš™๏ธ Functions
  • โœ… Create
  • โœ… Edit
  • โœ… Delete
  • โœ… Delete Selected

๐Ÿ“ƒ Invoices

Create an invoice with the following fields:
  • โœ… Number
  • โœ… Customer
  • โœ… Product
  • โœ… Quantity
  • โœ… Option to add another product
  • โœ… Add project
  • โœ… Add project hour rate
  • โœ… Discount
  • โœ… Option to add another discount
  • โœ… Tax
  • โœ… Shipping Amount
  • โœ… Shipping Company
  • โœ… Paid On Date
  • โœ… Paid Amount
  • โœ… Payment Method
  • โœ… Option to add another payment
  • โœ… Description
โš™๏ธ Functions
  • โœ… Create
  • โœ… Delete
  • โœ… Delete Selected
  • โŒ Edit invoice
  • โŒ Create a PDF
  • โŒ Send the PDF to the client using mailgun

๐Ÿ“‹ Estimates

Create an estimate with the following fields:
  • โŒ Number
  • โŒ Customer
  • โŒ Product
  • โŒ Quantity
  • โŒ Option to add another product
  • โŒ Discount
  • โŒ Option to add another discount
  • โŒ Tax
  • โŒ Shipping Amount
  • โŒ Shipping Company
  • โŒ Project time
  • โŒ Project hour rate
  • โŒ Description
โš™๏ธ Functions
  • โŒ Create
  • โŒ Edit
  • โŒ Delete
  • โŒ Delete Selected
  • โŒ Create a PDF
  • โŒ Send the PDF to the client using mailgun

๐Ÿ—‚๏ธ Projects

Create a project and use time tracking to bill this to the client.

Create a project with the following fields:
  • โœ… Name
  • โœ… Customer
  • โœ… Description
โš™๏ธ Functions
  • โœ… Create
  • โœ… Edit
  • โœ… Delete
  • โœ… Delete Selected

โฑ๏ธ Time Tracking

Tracks your time, create a name and start tracking your time

Create a time tracking with the following fields:
  • โœ… Name
  • โœ… Has start date and time
  • โœ… Has stop date and time
  • โŒ Custom start/stop date and time input
โš™๏ธ Functions
  • โœ… Start
  • โœ… Stop
  • โœ… Delete Selected

๐Ÿ” Search

Searches for the following in one search field:

Customers

  • โœ… First Name
  • โœ… Last Name
  • โœ… Email

Invoices

  • โœ… Number with prefix
  • โœ… Description

Products

  • โœ… Name
  • โœ… Description

Projects

  • โœ… Name
  • โœ… Description

๐Ÿ”ฎ Plans

  • โŒ Create API functionality

๐Ÿ‘ท Personal Development General ToDo

  • โŒ Logout window on profile pic in navigation bar
  • โŒ Check success alerts
  • โŒ CSS styling
  • โŒ Change delete buttons placement inside table
  • โŒ Overview pages for:
    • โœ… Customer
      • โŒ Table with links to last invoices
      • โŒ Table with links to last estimates
      • โŒ Table with links to last projects
    • โœ… Product
      • โŒ Stats of product sales
      • โŒ Table with latest invoices where product is used
    • โŒ Estimate
    • โŒ Invoice
      • โŒ Add project section
      • โŒ Update totals section
  • โœ… Create Invoice
    • โœ… Add total time html element to bill project section in create invoice when project is selected
    • โœ… Push total time and hour rate to invoice creation
    • โœ… Change name to company when company exists of customer
    • โœ… Update total section with project time * hour rate
  • โŒ Function to count all the time trackings of a project and add them to an invoice
    • โŒ Add one labor hour price
  • โŒ Add type to search and style
  • โŒ Add click menu to profile picture for logout
  • โŒ Leads and their conversion
  • โŒ Complete Setup Config
  • โŒ Validation

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Empower your small business or freelance endeavors with Mind Glowing Finance, a comprehensive CRM platform designed to streamline customer management, product cataloging, project time tracking, and invoicing. Your all-in-one solution for seamless financial management and client satisfaction.

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