Smartia ERP for HTM

Screen-driven ERP foundation

`SCREEN BY SCREEN.docx` tani është futur në skeletin e admin UI si sidebar, widgets, alerts, status maps dhe screen contracts për CRM, Offers, Projects, Inventory, Procurement, Finance dhe Administration.

Create Lead Create Quotation Create Project Create Invoice Create Purchase Request

Runtime Status

Auto migrate
enabled
Pending migrations
0
Applied migrations
6
Executed now
no

Dashboard Overview

Widgets dhe filtrat kryesorë

Këto widgets dhe filters vijnë direkt nga admin UI specification dhe udhëheqin dashboard-in operativ.

Total Active Leads 01 Widget contract ready for real query integration
Quotations in Draft 02 Widget contract ready for real query integration
Quotations Won This Month 03 Widget contract ready for real query integration
Active Projects 04 Widget contract ready for real query integration
Delayed Projects 05 Widget contract ready for real query integration
Invoices Overdue 06 Widget contract ready for real query integration
Pending Supplier Bills 07 Widget contract ready for real query integration
Low Stock Items 08 Widget contract ready for real query integration
Team Assignments Today 09 Widget contract ready for real query integration
Monthly Revenue 10 Widget contract ready for real query integration
Monthly Expenses 11 Widget contract ready for real query integration
Estimated Gross Margin 12 Widget contract ready for real query integration
Date Range Project Manager Sales Rep Team Warehouse Client Project Status

Sidebar Map

Admin modules

Dashboard

CRM

Offers

Projects

Team Management

Products Center

Suppliers

Inventory

Procurement

Finance

Reports

Administration

Operational Alerts

Prioritetet që kërkojnë veprim

  • Overdue follow-up open record · approve · reassign · snooze
  • Quotation expiring soon open record · approve · reassign · snooze
  • Quotation pending approval open record · approve · reassign · snooze
  • Delayed project milestone open record · approve · reassign · snooze
  • Task overdue open record · approve · reassign · snooze
  • Stock below minimum open record · approve · reassign · snooze
  • PO waiting approval open record · approve · reassign · snooze
  • Invoice overdue open record · approve · reassign · snooze
  • Failed fiscal export open record · approve · reassign · snooze
  • Timesheets pending approval open record · approve · reassign · snooze

Delivery Waves

Implementation order

  • Wave 1 Users, permissions, audit log, CRM, products center, quotations, BOQ, quotation approvals, contracts
  • Wave 2 Projects, budgets, phases, team scheduling, work orders, field reporting, timesheets, labor costing
  • Wave 3 Warehouses, stock movements, purchase requests, purchase orders, goods receipts, project material status
  • Wave 4 Invoices, payments, expenses, supplier bills, AP/AR, dashboards, profitability, reporting
  • Wave 5 Financa 5 connector, retries, response log, external fiscal reference, monitoring

Exact Status Maps

Unified status contracts

Lead

new contacted qualified site_visit_scheduled site_visit_completed offer_in_preparation offer_sent negotiation won lost converted

Quotation

draft internal_review pending_approval approved_internal sent negotiation revised accepted rejected converted

Project

planned approved ready_to_start in_progress on_hold delayed completed invoiced closed cancelled

Phase

not_started ready in_progress blocked completed cancelled

Task

draft assigned ready in_progress paused blocked completed cancelled

Change Order

draft under_review internal_approved client_pending client_approved rejected implemented invoiced

Employee

active inactive on_leave suspended

Schedule

planned confirmed in_progress completed cancelled

Timesheet

draft submitted approved rejected

Stock Alert

ok low_stock out_of_stock overstock

Reservation

active partially_used released cancelled

Purchase Request

draft submitted under_review approved rejected converted_to_po cancelled

Purchase Order

draft pending_approval approved sent partially_received received cancelled

Goods Receipt

draft confirmed cancelled

Invoice

draft approved exported fiscalized partially_paid paid overdue cancelled

Fiscal Export

not_exported pending_export export_success export_failed

Expense

draft submitted approved rejected posted

Supplier Bill

draft approved partially_paid paid overdue cancelled

Source Hierarchy

Current design authority

  1. ERP Main.docx
  2. ERP DATABASE & SYSTEM ARCHITECTURE.docx
  3. TECHNICAL HANDOFF DOCUMENT.docx
  4. SCREEN BY SCREEN.docx
  5. docs/*
  6. Laravel schema and models

Most Important Actions

Cross-module actions

CRM

  • create lead
  • schedule site visit
  • add activity
  • create quotation
  • convert lead

Offers

  • add BOQ sections
  • add material/labor/service lines
  • calculate totals
  • submit approval
  • send to client
  • accept
  • convert to project

Projects

  • assign team
  • create work order
  • add material issue
  • add labor entry
  • add project cost
  • create change order
  • create invoice
  • close project

Inventory

  • reserve stock
  • issue to project
  • receive goods
  • transfer stock
  • adjust stock

Procurement

  • create purchase request
  • approve PR
  • create PO
  • receive goods

Finance

  • create invoice
  • export legal invoice
  • register payment
  • create expense
  • link costs to project

Administration

  • assign roles
  • check logs
  • retry failed integrations