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
- Clone the repository
git clone https://github.com/kenjibailly/mindglowing_finance/
- Copy example .env file and make changes:
cp .env.example .env
- 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
- 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
- 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
- Discord
- Telegram
- 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
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
- Customer
- 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