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Financial Tracker App

A desktop and web financial tracking application built with Laravel, React, and Inertia. This app helps small companies manage orders, expenses, invoices, and reports, with offline and online support.

Table of Contents


Features

  • Order Management: Track client orders with amount, description, and creation metadata.
  • Invoices: Auto-generate invoices linked to orders.
  • Expense Tracking: Log expenses with labels and amounts.
  • Reporting: Monthly reports with daily income/expense snapshots.
  • Offline & Online Account Management:
    • Registration codes for online account creation.
    • Secret key in .env for offline account creation and password resets.
  • PDF Data Handling: Functions for reading PDFs and importing data into the SQLite database.
  • Search & Filtering: Filter orders, expenses, and invoices easily.

Tech Stack

  • Backend: Laravel 12 + Inertia
  • Frontend: React (with Inertia)
  • Database: SQLite (local), PostgreSQL (cloud)
  • Desktop App Wrapper: Native PHP
  • ORM: Eloquent

Database Schema

Tables include:

  • users: id, username, password, remember_token, timestamps
  • orders: id, patient_name, order_date, amount, description, created_by → users, modified_by → users, timestamps
  • invoices: id, order_id → orders, transaction_id, total_amount, description, timestamps
  • expenses: id, description, label, amount, expense_date, created_by → users, modified_by → users, timestamps
  • reports: id, month, total_orders, total_income, total_expenses, net_profit, generated_at, daily_data JSON, timestamps
  • registration_codes: id, code_hash, expires_at, timestamps

Installation

  1. Clone the repository:
git clone https://github.com/<your-username>/financial-tracker.git
cd financial-tracker
  1. Install backend dependencies:
composer install
  1. Install frontend dependencies:
npm install
npm run build
  1. Configure environment:
cp .env.example .env
php artisan key:generate
  1. Run migrations:
php artisan migrate
  1. Run locally:
php artisan serve
npm run dev

Usage

  • Access the app locally via http://localhost:8000.
  • Admin user receives registration codes via email for online setup.
  • Use secret key in .env for offline setup and password resets.
  • Reports auto-generate monthly, and you can view daily snapshots in JSON format.

Offline & Online Account Management

  • Online: Registration code sent to the company owner’s email for account creation.
  • Offline: Secret backup key in .env allows trusted users to create accounts and reset passwords locally.

⚠️ Only recommended for single-company, single-computer deployment with trusted users.


License

This project is licensed under the MIT License.

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A desktop and web financial tracker for small companies, built with Laravel, React, and Native PHP.

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