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Bizentify - Client & Employee Management System

A comprehensive Laravel-based management system for handling clients, employees, invoices, expenses, bonuses, salary releases, and financial reporting with PDF export capabilities.

Laravel PHP License


πŸ“‹ Table of Contents


✨ Features

Core Modules

  • Client Management - Full CRUD with image uploads, contact details, and invoice tracking
  • Employee Management - Manage employees with roles, salaries, commission rates, and employment types
  • Invoice Management - Create invoices with automatic commission calculation, status tracking, and PDF export
  • Expense Tracking - Record and categorize business expenses with date filtering
  • Bonus System - Award bonuses to employees with flexible release types
  • Salary Release - Automated salary calculation with commissions, bonuses, and late/leave deductions
  • Attendance Tracking - Daily check-in/out with geolocation, IP whitelisting, and auto-late detection
  • Flexible Scheduling - Global office hours plus per-employee schedule overrides for specific days
  • Comprehensive Reports - Detailed audit reports with paid/unpaid breakdowns and net income calculations

Advanced Features

  • βœ… Commission Calculation - Automatic calculation from paid invoices only (Payment Done status)
  • βœ… Live Preview - Real-time salary calculation preview with AJAX
  • βœ… Partial Releases - Support for partial salary payments with validation
  • βœ… Month Tracking - Track salary releases by month for better organization
  • βœ… PDF Exports - Professional PDF generation for invoices, salary slips, and audit reports
  • βœ… Multi-User Support - Secure authentication with user-specific data isolation
  • βœ… Search & Filters - Advanced filtering on all list pages
  • βœ… Pagination - Efficient data handling with 10 items per page
  • βœ… Soft Deletes - Safe deletion with recovery options
  • βœ… Authorization Policies - Role-based access control
  • βœ… Moderators & Supervisors - Admin can create delegated users with feature-level permissions (Read/Write)
  • βœ… Feature Registry - Central list of permission-able features for consistent future expansion
  • βœ… Advanced Attendance - Geolocation enforcement, IP whitelisting, and distance tracking
  • βœ… Automated Deductions - Late-based and leave-based automated salary deductions
  • βœ… Employee Portal - Dedicated dashboard for employees to check-in and view salary slips

πŸ› οΈ Tech Stack

  • Framework: Laravel 12.x
  • Frontend: Blade Templates, Tailwind CSS
  • Authentication: Laravel Breeze
  • Database: MySQL
  • PDF Generation: barryvdh/laravel-dompdf
  • Asset Building: Vite
  • PHP Version: 8.2+

πŸ“¦ Installation

Prerequisites

  • PHP 8.2 or higher
  • Composer
  • MySQL 5.7+ or MariaDB 10.3+
  • Node.js & NPM

Steps

  1. Clone the repository

    git clone <repository-url>
    cd bizentify
  2. Install PHP dependencies

    composer install
  3. Install Node dependencies

    npm install
  4. Environment setup

    cp .env.example .env
    php artisan key:generate
  5. Configure database Edit .env file:

    DB_CONNECTION=mysql
    DB_HOST=127.0.0.1
    DB_PORT=3306
    DB_DATABASE=envision_reporting
    DB_USERNAME=root
    DB_PASSWORD=
  6. Run migrations

    php artisan migrate
  7. Seed database (optional)

    php artisan db:seed
  8. Build assets

    npm run build
  9. Start development server

    php artisan serve
  10. Access the application Open your browser and navigate to http://127.0.0.1:8000


βš™οΈ Configuration

Default Login Credentials

After seeding the database:

Currency Symbol

The application uses Rs. (Rupees) as the default currency. To change it, update the currency symbol in the view files.

Logo

Place your company logo at public/assets/logo.png for it to appear in PDFs and the application header.


πŸš€ Usage

Dashboard

Access the dashboard after login to view:

  • Total clients, employees, pending invoices, and expenses
  • Recent invoices and expenses
  • Quick action buttons

Creating an Invoice

  1. Navigate to Invoices β†’ Create Invoice
  2. Select client and salesperson (self or employee)
  3. Enter amount, tax, status, and due date
  4. Save to automatically calculate commissions

Releasing Salary

  1. Go to Salary Releases β†’ Release Salary
  2. Select employee and month
  3. View live preview with:
    • Base salary
    • Commissions from paid invoices
    • Unreleased bonuses
    • Late deductions (e.g., 3 lates = 1 day)
    • Leave deductions (extra leaves beyond monthly limit)
    • Manual deductions
  4. Choose full or partial release
  5. Submit to release salary and mark commissions/bonuses as paid

Generating Reports

  1. Navigate to Reports
  2. Select date range
  3. View detailed transaction table
  4. Click Generate PDF Report for downloadable audit report

🎯 Key Features

Commission System

  • Automatic Calculation: Commission = (Invoice Amount - Tax) Γ— (Employee Commission Rate / 100)
  • Paid Invoices Only: Commissions calculated only from invoices with "Payment Done" status
  • Tracking: Prevents duplicate commission payments

Salary Release

  • Auto-Calculation: Base + Commissions + Bonuses - Deductions (Late/Leave/Manual)
  • Late Rules: Automated deduction based on "X lates = 1 day salary" configurable per office
  • Leave Limits: Automated deduction for leaves exceeding the employee's monthly allowance
  • Month Tracking: Associate each release with a specific month
  • Partial Releases: Release partial amounts with validation
  • Live Preview: See breakdown before submission

Attendance & Scheduling

  • Check-in/out: Simple interface for employees with status tracking
  • Geolocation: Enforce check-ins only within a specific radius of the office
  • IP Whitelisting: Allow office-only check-ins or provide whitelist overrides
  • Custom Schedules: Define specific timings for individual employees (e.g., for students or partial shifts)
  • Grace Period: Configurable grace time (in minutes) before a check-in is marked "Late"

Net Income Calculation

Net Income = Total Invoices - Total Expenses - Total Salaries

Note: Bonuses are excluded as they are separate rewards

PDF Exports

  • Invoice PDFs: Professional invoices with logo and client details
  • Salary Slips: Detailed breakdown with month and release date
  • Audit Reports: Comprehensive reports with paid/unpaid sections

πŸ—„οΈ Database Schema

Main Tables

  • users - System users with authentication
  • clients - Client information with contact details
  • employees - Employee records with salary and commission rates
  • invoices - Invoice records with status and commission tracking
  • expenses - Business expense records
  • bonuses - Employee bonus records
  • salary_releases - Salary payment records with month tracking

Key Relationships

  • User β†’ hasMany β†’ Clients, Employees, Invoices, Expenses, Bonuses, SalaryReleases
  • Client β†’ hasMany β†’ Invoices
  • Employee β†’ hasMany β†’ Invoices (as salesperson), Bonuses, SalaryReleases
  • Invoice β†’ belongsTo β†’ Client, Employee (nullable)

πŸ“Έ Screenshots

Dashboard

Clean and intuitive dashboard with statistics and quick actions.

Salary Release with Preview

Live calculation preview showing base salary, commissions, bonuses, and deductions.

Audit Report

Comprehensive financial report with paid/unpaid invoice breakdown.


🎨 UI/UX

Color Scheme

  • Primary: Navy Blue (#001F3F)
  • Background: White (#FFFFFF)
  • Text: Black (#000000)
  • Accent: Green (income), Red (expenses)

Design Principles

  • Clean and minimal interface
  • Consistent navy-blue theme
  • Professional typography
  • Responsive layout
  • Accessible forms with validation

πŸ“Š Reports

Audit Report Includes

  • Executive Summary: Totals for all categories
  • Paid Invoices: Separate section with green indicator
  • Unpaid Invoices: Separate section with red indicator
  • Expenses: Detailed expense list
  • Salary Releases: With month, base, commission, and deductions
  • Bonuses: Separate tracking (excluded from net income)
  • Net Income: Accurate calculation with formula explanation

πŸ”’ Security

  • CSRF protection on all forms
  • Authorization policies for data access
  • User-specific data isolation
  • Feature-level access control (Read/Write) for moderators & supervisors
  • Sidebar hides features the user cannot access (direct URL access still returns 403)
  • Secure password hashing
  • Rate limiting on login attempts
  • Soft deletes for data recovery

πŸ§ͺ Testing

Run the test suite:

php artisan test

πŸ“ Recent Updates

Version 2.0 (October 2025)

  • βœ… Commission calculation refined to only include paid invoices
  • βœ… Added month field to salary releases
  • βœ… Implemented partial salary release functionality
  • βœ… Added live preview with AJAX for salary calculations
  • βœ… Enhanced reports page with detailed transaction table
  • βœ… Updated audit PDF with paid/unpaid invoice sections
  • βœ… Excluded bonuses from net income calculation
  • βœ… Changed currency symbol to Rs. (Rupees)

Version 3.0 (April 2026)

  • βœ… Added moderator/supervisor roles
  • βœ… Added per-feature permissions (Read/Write) with centralized registry in config/features.php
  • βœ… Added tenant scoping via users.admin_id so delegated users see the admin’s data
  • βœ… Hardened UI navigation to hide inaccessible features while preserving 403 protection for direct URLs

Version 4.0 (April 2026 - Current)

  • βœ… Advanced Attendance: Added geolocation enforcement, IP whitelisting, and distance tracking for check-ins
  • βœ… Flexible Scheduling: Implemented global office hours and per-employee schedule overrides
  • βœ… Smart Deductions: Automated salary deductions for lates (e.g., 3 lates = 1 day) and extra leaves
  • βœ… Deduction Settings: Configurable grace time and late limits from the frontend
  • βœ… Employee Accounts: Dedicated login for employees to manage attendance and view slips
  • βœ… Detailed Slips: PDF and UI updates to show breakdown of automated deductions

🀝 Contributing

Contributions are welcome! Please follow these steps:

  1. Fork the repository
  2. Create a feature branch (git checkout -b feature/AmazingFeature)
  3. Commit your changes (git commit -m 'Add some AmazingFeature')
  4. Push to the branch (git push origin feature/AmazingFeature)
  5. Open a Pull Request

πŸ“„ License

This project is open-sourced software licensed under the MIT license.


πŸ‘₯ Support

For support, email [EMAIL_ADDRESS] or open an issue in the repository.


πŸ™ Acknowledgments

  • Laravel Framework
  • Tailwind CSS
  • DomPDF Library
  • All contributors and testers

πŸ“ž Contact

Project Maintainer: Your Name
Email: your.email@example.com
Website: https://bizentify.com


Built with ❀️ using Laravel

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A comprehensive Laravel-based management system for handling clients, employees, invoices, expenses, bonuses, salary releases, and financial reporting with PDF export capabilities.

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