solar-invoice
Manish SalavBuild a production-grade, full-stack Progressive Web App (PWA) for managing small business billing and professional invoicing. The architecture must be scalable, secure, and follow standard commerce accounting rules. 1. Roles & Permissions: Owner: Can manage company profiles, tax settings (GST), all clients, and all invoices. Manager: Can create and edit invoices and clients, but cannot delete records or change company tax settings. 2. Data Objects & Relationships: CompanyProfile: name, GSTIN (string), address, logo_url, bank_details. Client: name, email, phone, address, tax_id. Invoice: invoice_number (auto-increment), date, due_date, status (Draft/Unpaid/Paid), client_id, subtotal, discount, tax_amount (GST), total. LineItem: description, quantity (integer), unit_price (decimal), tax_rate, total_price. 3. Required Screens & Workflows: Dashboard: Summary cards for "Total Revenue," "Pending Payments," and a bar chart showing monthly billing trends. Invoice Generator: A multi-step form to select a Client, add LineItems (with auto-calculating totals), and set tax rates. Client Management: A searchable table of all clients with a "Quick Add" button. PDF Export: A dedicated workflow to generate a professional, print-ready PDF invoice from an Invoice ID. 4. Business Logic & Guardrails: Calculation Engine: Implement logic where ItemTotal = (Qty * Price). Subtotal = sum(ItemTotals). Tax = Subtotal * TaxRate. Validation: An invoice cannot be marked "Paid" without a recorded payment date. Invoice numbers must be unique and non-editable once finalized. 5. Technical Stack Preferences: Frontend: Next.js with Tailwind CSS (Modern Corporate Aesthetic: White bg, Deep Blue accents). Backend: Node.js with a PostgreSQL database. Deployment: Kubernetes-ready with CI/CD scaffolding.
Comments (0)
Sign in to leave a comment
System Requirements
BillFlow System Requirements Document
Introduction
The BillFlow project is designed to create a production-grade, full-stack Progressive Web App (PWA) for managing small business billing and professional invoicing. The architecture is intended to be scalable, secure, and compliant with standard commerce accounting rules, tailored for the Indian market with considerations for local tax regulations such as GST.
System Overview
BillFlow aims to streamline the invoicing process for small businesses by providing a comprehensive platform that handles billing, client management, and financial reporting. The system will support multiple user roles with specific permissions, ensuring secure and efficient operations. The application will be built using modern web technologies to ensure a responsive and user-friendly experience.
Functional Requirements
- As an Owner, I should be able to manage company profiles, tax settings (GST), all clients, and all invoices.
- As a Manager, I should be able to create and edit invoices and clients but not delete records or change company tax settings.
- As a User, I should be able to view a dashboard with summary cards for "Total Revenue," "Pending Payments," and a bar chart showing monthly billing trends.
- As a User, I should be able to use an Invoice Generator with a multi-step form to select a Client, add LineItems, and set tax rates.
- As a User, I should be able to manage clients through a searchable table with a "Quick Add" button.
- As a User, I should be able to generate a professional, print-ready PDF invoice from an Invoice ID.
User Personas
- Owner: Has full control over the application, including managing company settings and all financial records.
- Manager: Can handle day-to-day invoicing and client management but with restricted access to sensitive settings.
- User: General user with access to view dashboards and generate invoices.
Visuals Colors and Theme
- primary: #1A73E8 (Deep Blue)
- primary_light: #E8F0FE (Light Blue)
- secondary: #FF7043 (Coral)
- accent: #FFCA28 (Amber)
- highlight: #FFB300 (Gold)
- bg: #FFFFFF (White)
- surface: rgba(250, 250, 250, 0.8)
- text: #212121 (Dark Grey)
- text_muted: #757575 (Muted Grey)
- border: rgba(0, 0, 0, 0.1)
Signature Design Concept
The BillFlow homepage will feature an interactive galaxy map where each star represents a feature or section of the application. Users can click on a star to open a task card, drag to rotate the cluster, and hover to highlight connections between features. This concept will be implemented using @react-three/fiber and @react-three/drei for a 3D experience, making the landing page both engaging and informative.
Interaction Model & Motion Direction
The landing page will utilize a "parallax" interaction model, creating a layered depth effect as users scroll. Decorative layers will translate at different speeds, while real content remains in normal flow. This approach will provide a visually rich first impression, ideal for storytelling and marketing. Internal pages will adopt a "static" model for clarity and speed in data-heavy sections.
Non-Functional Requirements
- The system must be scalable to handle increasing numbers of users and data.
- Security measures must be in place to protect sensitive financial information.
- The application should be responsive and accessible on various devices and screen sizes.
- Performance should be optimized to ensure fast load times and smooth interactions.
Tech Stack
- Frontend: Next.js with Tailwind CSS
- Backend: Node.js
- Database: PostgreSQL
- Deployment: Kubernetes-ready with CI/CD scaffolding
Assumptions and Constraints
- The application will primarily serve small businesses in India, adhering to local tax regulations such as GST.
- The system must support multi-user roles with distinct permissions.
- The application will be deployed in a cloud environment, leveraging Kubernetes for orchestration.
Glossary
- PWA: Progressive Web App
- GST: Goods and Services Tax
- CI/CD: Continuous Integration/Continuous Deployment
- 3D: Three-Dimensional
This document outlines the core requirements and design concepts for the BillFlow project, setting the stage for the development of a robust and user-friendly invoicing platform.
Invoicing Made Simple
Professional invoicing for small businesses in India. Create GST-compliant invoices, manage clients, and track payments — all in one powerful platform.
Your Business Universe
Navigate the solar-invoice galaxy — each star is a powerful feature designed to streamline your invoicing workflow. Click to explore.
Everything You Need to Invoice Smarter
From invoice generation to GST compliance, solar-invoice gives small businesses the tools to manage billing, clients, and finances in one streamlined platform.
Real-Time Dashboard
Get a bird’s-eye view of total revenue, pending payments, and monthly billing trends with interactive summary cards and charts.
Invoice Generator
Create professional invoices with a guided multi-step form—select clients, add line items, apply tax rates, and preview before sending.
Client Management
Organize your client base with searchable records, quick-add contacts, and full edit history to keep every relationship on track.
PDF Export
Generate print-ready, professionally formatted PDF invoices from any invoice ID—perfect for sharing, archiving, or compliance audits.
Multi-User Roles
Assign Owner, Manager, or User roles with fine-grained permissions—control who creates invoices, edits clients, or changes tax settings.
GST Support
Stay compliant with Indian tax regulations. Configure GSTIN, apply CGST/SGST/IGST rates automatically, and generate GST-ready reports.
Role-Based Access
Built for Every Team Member
Three distinct roles with tailored permissions ensure your team works efficiently while keeping sensitive settings secure.
Owner
Full control over company settings, tax configuration, and all financial records.
Learn MoreGet Started in Four Simple Steps
From sign-up to sending your first GST-compliant invoice — solar-invoice makes professional billing effortless.
Sign Up & Configure
Add Clients
Generate Invoices
Download & Send
Sign Up & Configure
Create your solar-invoice account in seconds. Set up your company profile, add your GST details, and configure tax rates tailored for Indian compliance.
Add Clients
Build your client directory with the quick-add form. Store billing addresses, GSTIN numbers, and payment terms — all searchable and organized.
Generate Invoices
Use the multi-step invoice generator to select a client, add line items, apply tax rates, and preview your professional invoice before finalizing.
Download & Send
Export print-ready PDF invoices with one click. Share directly with clients via email or download for your records — GST-compliant and audit-ready.
Trusted by Small Businesses Across India
See how solar-invoice helps owners, managers, and freelancers streamline their billing and get paid faster.
Ready to streamline your invoicing?
Join 500+ businesses using Solar-Invoice
No comments yet. Be the first!