/mindglowing_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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Mind Glowing Finance

Mind Glowing Finance is a CRM platform created for small businesses / freelancers. The platform is currently in development and is not finished.

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

Features

Dashboard

Currently in development, only placeholders at the moment

Settings

Account

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

Customization

  • Invoice Prefix
  • Invoice Separator
  • Estimate Prefix
  • Estimate Separator
  • Products Per Page

Payment Methods

Create a payment method with the following fields:

  • Name
  • Description

Discounts

Create a discount with the following fields:

  • Name
  • Discount Code
  • Discount total
  • Discount Percentage
  • Description

Shipping Companies

Create a shipping company with the following fields:

  • Name
  • Description

Taxes

Create a tax with the following fields:

  • Name
  • Percentage
  • Description

Customers

Create a customer with the following fields:

Personal Information:

  • First Name
  • Last Name
  • Email
  • Company
  • Currency

Shipping and Billing Information

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

Contact Information

  • Preferred medium of contact
    • Email
    • Discord
    • Telegram
    • Instagram
    • Twitter
    • Other
  • Contact Medium Username

Functions

  • Create
  • Edit
  • Delete
  • Delete Selected

Products

Create an product with the following fields:

  • Picture
  • Name
  • Price
  • Description

Functions

  • Create
  • Edit
  • Delete
  • Delete Selected

Invoices

Create an invoice with the following fields:

  • Number
  • Customer
  • Product
  • Quantity
  • Option to add another product
  • Discount
  • Option to add another discount
  • Tax
  • Shipping Amount
  • Shipping Company
  • Paid On Date
  • Paid Amount
  • Payment Method
  • Option to add another payment
  • Add project time
  • Description

Functions

  • Create
  • Delete
  • Delete Selected
  • Edit invoice
  • Create a PDF
  • Send the PDF to the client using mailgun

Estimates

  • Create
  • Edit
  • Delete
  • Delete Selected
  • Create a PDF
  • Send the PDF to the client using mailgun

Projects

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

Create a project with the following fields:

  • Name
  • Customer
  • Description

Functions

  • Create
  • Edit
  • Delete
  • Delete Selected

Time Tracking

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

Create a time tracking with the following fields:

  • Name
  • Has start date and time
  • Has stop date and time
  • Custom start/stop date and time input

Functions

  • Start
  • Stop
  • Delete Selected

Other

Search

Searches for the following in one search field:

Customers

  • First Name
  • Last Name
  • Email

Invoices

  • Number with prefix
  • Description

Products

  • Name
  • Description

Projects

  • Name
  • Description

Pagination

Change the pagination products per page in the customization settings

Plans

  • Create API functionality

Personal Development General ToDo

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