Personal CRM

Financial Planning

• Yearly Planning — Create annual plans with automatic 12-month generation, starting/final balance tracking, and cascading balance calculations across all months.
• Monthly Management — Detailed monthly breakdowns with income/expense tracking, task assignment, requirements documentation, and automatic balance recalculation.
• Payment Tracking — Log income and expense transactions with status tracking (Pending, Completed, Cancelled, Refunded), categories (One-Time, Recurring), and polymorphic attachment to any entity.
• Financial Calendar — Visual year overview displaying all 12 months as cards with income/expense summaries, color-coded by net result (green for positive, red for negative).
• Automated Balance Calculations — Queue-based background jobs that automatically recalculate month balances when payments change, propagating starting/final balances through the entire year.

Project Management

• Task Management — Priority-based task tracking (Low to Urgent) with status workflows, time estimation vs. actual hours, author/responsible person assignment, and drag-and-drop reordering.
• Period Scheduling — Define custom recurring periods that span multiple months via many-to-many relationships, with reorderable ordering.
• Requirements & Specifications — Document project requirements and detailed specifications with polymorphic attachment to tasks, payments, months, years, or periods.
• Decision Tracking — Record decisions made within the context of tasks, maintaining a history of choices and their rationale.
• Dashboard & Charts — Real-time dashboard with stats overview widget (current, business, economies amounts), monthly balance bar charts, and yearly trend charts.

SaaS & Administration

• Stripe Subscriptions — Full SaaS billing with Laravel Cashier: subscription checkout, trial periods, billing portal access, webhook handling, and subscription validation middleware.
• Role-Based Access Control — Super Admin and Customer roles via Spatie Permissions with granular model policies ensuring data isolation between users.
• Activity Audit Log — Comprehensive change tracking via Spatie Activity Log on all critical models, recording who changed what, when, and previous values.
• System Health Monitoring — Built-in health checks for database connectivity, disk space, debug mode, environment, Horizon status, and schedule runner via Spatie Health.
• Error Tracking — Sentry integration for real-time error monitoring and alerting in production environments.
• Queue Monitoring — Laravel Horizon dashboard for monitoring background job processing, failed jobs, and queue throughput.
• Landing Page — Marketing-ready public landing page with hero section, feature showcase, pricing display, testimonials, and FAQ.
• Contact Form — Built-in contact form page with email notification for user support requests.

Languages

• PHP 8.2+
• JavaScript (ES6+)

Frameworks

• Laravel 12.0
• Filament 3.3 (Admin Panel)
• Tailwind CSS 4.0
• Livewire 3 (via Filament)

Tools

• Composer 2.x (PHP dependency manager)
• Node.js 18+ with npm (frontend build tooling)
• Vite 6.0 (asset bundler)
• MySQL 8.0+ or MariaDB 10.3+
• Redis (optional, for Horizon queue monitoring)
• Stripe CLI (for local webhook testing)