👔 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.

Note

❗🚧 The platform is currently in development and is not finished.

💾 Installation

1. Clone the repository

git clone https://github.com/kenjibailly/mindglowing_finance/

2. Copy example .env file and make changes:

cp .env.example .env

3. Run the Docker Compose

docker-compose up -d

⭐ Features

Dashboard

🚧 Currently in development, only placeholders at the moment

🛠️ Settings

🛠️ 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
• ✅ Items Per Page (pagination)

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 a 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
• ✅ Add project
• ✅ Add project hour rate
• ✅ Discount
• ✅ Option to add another discount
• ✅ Tax
• ✅ Shipping Amount
• ✅ Shipping Company
• ✅ Paid On Date
• ✅ Paid Amount
• ✅ Payment Method
• ✅ Option to add another payment
• ✅ Description

⚙️ Functions

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

📋 Estimates

Create an estimate with the following fields:

• ❌ Number
• ❌ Customer
• ❌ Product
• ❌ Quantity
• ❌ Option to add another product
• ❌ Discount
• ❌ Option to add another discount
• ❌ Tax
• ❌ Shipping Amount
• ❌ Shipping Company
• ❌ Project time
• ❌ Project hour rate
• ❌ Description

⚙️ Functions

• ❌ 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

🔍 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

🔮 Plans

• ❌ Create API functionality

👷 Personal Development General ToDo

• ❌ Logout window on profile pic in navigation bar
• ❌ 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
• ❌ Complete Setup Config
• ❌ Validation