Shiv Accounts Cloud

Demo video link : https://drive.google.com/file/d/1i1wmQKYC-u95qZoGbkRKJ9oDVHpze6R1/view?usp=sharing
A comprehensive cloud-based accounting and inventory management system designed specifically for Shiv Furniture. This full-stack application provides complete business management capabilities including master data management, transaction processing, and real-time reporting.

🏗️ Architecture

• Frontend: React 18 + TypeScript + Tailwind CSS
• Backend: Node.js + Express + MongoDB
• Authentication: JWT-based with role-based access control
• Database: MongoDB with Mongoose ODM
• API Integration: GST HSN Code API integration

🚀 Features

Authentication & User Management

• Role-based Access Control: Admin, Accountant, and Contact user roles
• Secure Login System: Email/password authentication with session management
• User Management: Admin can manage users and assign roles

Master Data Management

• Contact Master: Manage customers and vendors with complete contact information
• Product Master: Track products and services with pricing, tax, and inventory details
• Tax Master: Configure tax rules and rates for sales and purchases
• Chart of Accounts: Manage ledger accounts (Assets, Liabilities, Income, Expenses, Equity)

Transaction Management

• Purchase Orders: Create and manage purchase orders from vendors
• Vendor Bills: Convert purchase orders to bills and track payments
• Sales Orders: Manage customer orders and quotations
• Customer Invoices: Generate invoices and track customer payments

Real-time Reporting

• Balance Sheet: Real-time financial position with assets, liabilities, and equity
• Profit & Loss: Income statement showing revenue, expenses, and net profit/loss
• Stock Report: Inventory levels, stock valuation, and low stock alerts
• Partner Ledger: Detailed transaction history with customers and vendors

Dashboard & Analytics

• Real-time Dashboard: Key metrics, recent transactions, and quick actions
• Financial Summary: Overview of business performance
• Quick Actions: Fast access to common tasks

🛠️ Technology Stack

• Frontend: React 18 with TypeScript
• Styling: Tailwind CSS with custom component library
• Icons: Lucide React
• Charts: Recharts for data visualization
• Forms: React Hook Form for form management
• Notifications: React Hot Toast
• Routing: React Router DOM
• State Management: React Context API

📦 Quick Start

Prerequisites

• Node.js (v16 or higher)
• MongoDB (v4.4 or higher)
• Git

Installation

1. Clone the repository

   git clone https://github.com/Deeptiwakchaure/shiv-account.git
   cd shiv-account

2. Backend Setup

   cd backend
   npm install
   cp env.example .env
   # Edit .env with your MongoDB URI and JWT secret
   npm run dev

3. Frontend Setup

   cd ..  # Go back to project root
   npm install
   npm start

4. Access the application

   • Frontend: http://localhost:3000
   • Backend API: http://localhost:5000

For detailed setup instructions, see SETUP.md

🔐 Demo Credentials

Admin User

• Email: admin@shivfurniture.com
• Password: admin123
• Access: Full system access

Accountant User

• Email: accountant@shivfurniture.com
• Password: acc123
• Access: Master data, transactions, and reports

📋 System Overview

User Roles

Admin (Business Owner)

• Full access to all modules
• User management
• System configuration
• All reports and analytics

Accountant

• Master data management
• Transaction recording
• Report generation
• Limited administrative functions

Contact (Customer/Vendor)

• View own invoices/bills
• Make payments
• Limited portal access

Business Workflow

Purchase Cycle

1. Create Purchase Order → Select vendor and products
2. Convert to Vendor Bill → Add invoice details and due dates
3. Record Payment → Track payments via cash or bank

Sales Cycle

1. Create Sales Order → Select customer and products
2. Convert to Invoice → Generate customer invoice
3. Record Payment → Track customer payments

Reporting

• Real-time Updates: All reports update automatically
• Date Filtering: Custom date ranges for all reports
• Export Capabilities: PDF and Excel export (planned)

🏗️ Project Structure

src/
├── components/
│   ├── Auth/                 # Authentication components
│   ├── Dashboard/            # Dashboard and analytics
│   ├── Layout/               # Navigation and layout
│   ├── Masters/              # Master data management
│   ├── Transactions/         # Transaction modules
│   └── Reports/              # Reporting components
├── context/                  # React Context providers
├── types/                    # TypeScript type definitions
└── App.tsx                   # Main application component

🎯 Key Features Implemented

✅ Completed

• Project setup with TypeScript and Tailwind CSS
• Authentication system with role-based access
• Master data modules (Contacts, Products, Taxes, Chart of Accounts)
• Purchase Orders transaction module
• Real-time dashboard with analytics
• Comprehensive reporting system
• Responsive design and modern UI
• Data validation and form management

🚧 In Progress

• Complete transaction modules (Vendor Bills, Sales Orders, Customer Invoices)
• Payment recording and tracking
• Export functionality (PDF/Excel)
• Advanced business logic and validation
• Data persistence and backend integration

🔧 Development

Available Scripts

• npm start - Start development server
• npm build - Build for production
• npm test - Run tests
• npm eject - Eject from Create React App

Code Style

• TypeScript for type safety
• Functional components with hooks
• Tailwind CSS for styling
• Component-based architecture
• Context API for state management

📱 Responsive Design

The application is fully responsive and works seamlessly across:

• Desktop computers
• Tablets
• Mobile devices

🚀 Deployment

The application can be deployed to any static hosting service:

• Vercel
• Netlify
• AWS S3 + CloudFront
• GitHub Pages

🤝 Contributing

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Submit a pull request

📄 License

This project is proprietary software developed for Shiv Furniture.

📞 Support

For support and questions, please contact the development team.

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Shiv Accounts Cloud - Streamlining business operations for modern furniture businesses.