Kinbrio

Business management platform to manage small business. Integration with LLama2 and Akaunting.

sudo apt update

sudo apt upgrade

sudo apt install build-essential

curl https://sh.rustup.rs -sSf | sh

installs rust/cargo and voila you're done (https://doc.rust-lang.org/cargo/getting-started/installation.html)

sudo apt-get install postgresql-14

install postgresql

`sudo su - postgres`

`createuser projectmanager --pwprompt`
 set password: `projectmanager123`

`createdb projectmanager`

use the postgres cmd line client
`psql`

`GRANT ALL PRIVILEGES ON DATABASE projectmanager TO projectmanager;`

You can change the user and password in the createuser call and even the database in the createdb call, but the .env file has to reflect them in the DATABASE_URL variable so it points to what you have setup locally.

RUN IT

to run the app it's cargo run same for the kinbot/matrix-bot project.

sh start-gpt.sh will start a server for the AI assistant dashboard widget we frame in. sh startt-matrix-bot.sh

SPECS

Project management MVP

Create an organization + user

Add Users to your organization + assign them roles

Add a project to your organization

Add tasks to a project

Add a milestone to this project, time spent / particular or % of tasks completed / dates hit / etc

View list of tasks

View calendar view of tasks for project

View calendar view of tasks for organization

Add a board to add visualizations for a project or for your organziation Used to select and display data in a custom way for the user

Everything can have a file or note attached to it and a way for the users to view them

Relationship manager MVP

Create an external organization and contact(s)

Core Data:

ENTITY (Business, Vendor, Client, Customer)

-> Contact(s) Information
-> sensitive PII, jobs and processing for accessibility/exporting/integrating/scrambling

Service Item (Item, service rendered, contactual obligation)

-> Name
-> Details
->

Transaction (Point of sale, service completed, contract closed)

these should be templatable, people will reuse more than create from scratch 
so the label/details/etc(this will surely grow), can be preconfigured 
(but overridable at creation))
-> Entity involved + point person(s) contact
-> Label
-> Details
-> final dollar amount if applicable
-> date expected vs date actual (service completion / contract closing will vary)

APPOINTMENT (Future Transaction)

-> Transaction
-> Date + Duration
-> Tentative dollar amount if applicable

Core features

Matrix server integration - client integrations for workflow !automations

Contact management (contacts/leads)

Service/Item organization

appointment management/project calenders

Reporting/projections/deriving from data, potential vs actual, timelines etc

Relation management use case

Fencing company: Suppliers + Customers, appointments for upcoming jobs and deliveries

T-Shirt company: Suppliers + Customers -> emailing promotions/ads, importing potential customers from lead generation campaigns

Marketing broker: Lead generators and lead consumers, acquiring and forwarding lists of leads on to 3rd partys via API/Export/Etc

Saas Service Provider: Customer and account integration via API to manage user accounts and schedule appointments for onboardings/support calls/etc

Contractors: Customers, sub contractors, clients, potential clients + appointments for scheduling work and client deadlines.

Software consulting business: Clients, potential clients, internal/external employees + appointment management, contracts potential/in flight/closed

https://santurcesoftware.com

JakeKalstad/kinbrio