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Project title:
I need a system very similar to this brief below
Posted by:
External project from PeoplePerHour
Started:
29-Aug-2025 16:31 GMT
Description:
Memorial Management – Order Processing Build Brief 1. Core Flow Enquiry → Quote → Order: Smooth one-click conversion with full carry-over of customer, cemetery, and notes data. Follow-ups attached at each stage. Order Processing Tabs: Contact, Job Details, Inscriptions, Financials, Accounts, Photos, Contacts, Approvals. Scheduling: Dashboard of live orders, batch job-card print, fixing calendar. Accounts: Deposits, invoices, credit notes, refunds, statements, debt letters, reversible entries. Cemeteries: Fee groups, fixing areas, forms/contacts, maps. What3Words: Exact grave location link/SMS. 2. Data Entities Customer: Name, address, billing, comms prefs, tax code, analysis tags, Google Maps link. ContactLog: Date/time, user, type (call/email), notes, attachment, follow-up. Cemetery: Name, address, fee group, fixing area, restrictions, permit forms, map link. Order: Branch, analysis codes, special instructions, cemetery, approvals, linked quote/enquiry. OrderLine: Up to 30, qty/unit/price/discount, analysis code. Inscription: Pasted/imported text, type/style, letter/line counts, attached layout JPG. ScheduleItem: Task with rules (due after order / before/after fixing). Status auto-ticks. Accounts: Invoices, payments, credit notes, refunds. Photo: File + caption/notes, printable/email-ready. What3WordsLocation: 3-word address, deep map link. 3. Key Workflows Order Creation Contact tab: select/create customer; link cemetery; print/email letters; track permit sent/received; supplier RFQ/PO. Job Details: spreadsheet editor for lines; right-side totals; link fee groups; attach up to 2 layouts. Inscriptions: import text, pick font/style; count letters (QA only). Financial Summary: running totals, commission, profit calc. Accounts: deposits before/after invoice, refunds, credit notes; reversible posting; print statements. Photos: unlimited, print/email/merge into jobcard. Contacts: full comms history, flagged follow-ups. Scheduling Order Schedule view: filter by incomplete tasks (e.g., no permit, layout not sent). Job Manager: dashboard of all jobs, tick off statuses, export list, batch jobcards. Fixing Calendar: assign date slots; drag-drop reorder. Cemeteries Fee/permit data auto-applied on order creation. Map links accessible from all jobs. What3Words Store location on orders/photos; open map; SMS fitter link. 4. Integrations Xero API (two-way): Push approved invoices/credit notes; sync payments/refunds; map branches → tracking categories; analysis codes → Items; customer sync → Contacts. Email/PDF: Generate jobcards, invoices, statements; editable templates. Maps: Google Maps (customer + cemetery); W3W for grave locations. SMS: Twilio (send location to fitters). 5. Roles & Permissions Admin: manage users, categories, fees. Office: sales/orders. Accounts: postings, debt. Workshop: jobcards, inscriptions. Fitters: fixing list, W3W maps. Read-Only: audit access. 6. Configuration Branches, categories, analysis codes. Fonts/styles for inscriptions (style metadata only). Toggle: pricingMode = "totalOnly" (disable price-per-letter; keep counts visible). 7. Non-Functional Requirements Multi-branch support. Full audit trails. GDPR compliance: encrypt PII, retention policy for logs. Secure file storage (S3/Blob). Role-based auth with audit logging. Offline-capable mobile fitter view. Exports (CSV/XLSX) from schedules/job manager. 8. Stack Recommendation Frontend: React/Next.js + React Native; shadcn/ui for clean UI. Backend: Node.js (NestJS) or .NET Core; PostgreSQL; Prisma/EF. Services: Xero API, W3W SDK, Google Maps, SMTP, Twilio SMS. Docs/PDF: Server-side templates with Headless Chrome. 9. Acceptance Tests (Examples) Convert enquiry → quote → order with data intact. Marking “permit sent” auto-greens approvals flag. Batch jobcard print/export for a fixing list. Invoice → deposit → refund all sync correctly to Xero. W3W location opens map and sends by SMS. 10. Deliverables ERD & API spec. Wireframes for all tabs. PDF/jobcard templates. Xero integration map (tax, tracking, contacts). Cemetery fee import sheet. Role/permission matrix. Data migration plan (from legacy system). Test scripts aligned with workflows above.
Project ID:
3447185
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