Implementation of a module in CRM for working with money transfer requests Fullstack (React + Node)

Hello! I will create a module in the CRM: roles, statuses/blocking, uploading screenshots, FIFO USD, integration with KeyCRM. There is a technical specification — okay, just let me know the nuances regarding the legacy and which parts of the code are the most critical.

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Hello, I am developing a large CRM system for a medical institution. This is exactly my tech stack, I am ready to take on the work. I will dedicate maximum time, and I will complete it as quickly and efficiently as possible!

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Good day!

I have experience in refining CRM on React + TypeScript / Node.js + Express. I have worked with roles, statuses, business logic, integrations, and legacy code.
So I can do everything.

Examples:
https://rstays.com/

https://ai-desk.ai/
…
GitHub:
https://github.com/axbuglak

Write to me, we will discuss the details.

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Hello!

I have reviewed your technical specifications, I have experience working with similar projects and I understand the tasks set. I am ready to implement the project in a short time.

I would be happy to discuss the details in private messages.

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Hello! 🚀

I have experience in refining existing CRM systems with roles, status processes, financial logic, files, and integrations with external services. I am comfortable working with legacy code and embedding new functionality into the existing architecture.

Technology stack used:

Backend: Node.js, TypeScript, MongoDB
Integrations: KeyCRM API, file upload, FIFO financial logic, roles/statuses/locking
Frontend: React, TypeScript, Ant Design
… Infrastructure: Docker, logging, testing, CI/CD

I am ready to discuss the project details in person and am prepared to start working.

Best regards, Andriy

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Hello!
We are the Coderfy team — and such tasks are in our native element.
We have extensive experience in developing CRM and ERP systems, including our own custom CRM, where we implemented complex business processes, financial logic, roles, statuses, and integrations. We understand well how to build such modules not just "to make it work," but to ensure they are stable, scalable, and clear for the team.

What is important in your case is that it is not just CRUD, but:
- correct business logic (FIFO, write-offs, checks)
- control of statuses and blocks
- transparent financial accounting
- integration with KeyCRM without "desynchronization"
…
We specialize in complex interfaces and similar scenarios, so we can implement this carefully within the existing architecture without "workarounds."

Additionally: we have no problem connecting to existing projects and working with legacy code — this is our regular work format. We quickly understand the structure, propose optimizations, and implement functionality without the risk of "breaking" the current system.

After a brief discussion, we can:
- propose the optimal implementation of the module
- show a clickable prototype (logic + interface) to immediately synchronize on UX

Let's discuss briefly — and we will immediately show how this can look in your CRM.

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Hello!

The Dev Company team is interested in refining your existing CRM and implementing a module for handling money transfer requests in the current stack (React + TS + Ant Design / Node.js + Express + TS + MongoDB).

We are ready to:
- integrate the transfer request logic into the existing order model: creating a request by the manager → taking it into work by the peer with blocking → adding confirmations/commissions → checking by the direct manager → automatic deduction from the account;
- implement roles and statuses (admin, user/manager, payer), blocking the request during the peer's work, validating transitions between statuses;
- add the ability to upload one/multiple screenshots (saving, linking to the request, displaying in the UI);
- implement accounting for peer accounts: replenishment, deduction, transaction history, calculating the used amount in USD by FIFO considering the replenishment history;
… - make integration with KeyCRM for updating order data after final confirmation;
- develop admin pages for managing peers and their accounts (creation/editing, limits, history).

We have experience working with legacy projects on Node.js/Express/TypeScript + MongoDB and frontend on React/Ant Design, so we can carefully embed new functionality into the current architecture, relying on your description of the logic, use case, and existing entity schema.

We are ready to review the repository/documentation and propose a phased implementation plan with an assessment of timelines and costs.

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Hello, I am ready to work with your legacy code. I understand that in existing projects, the main goal is not to "break" what works and to organically integrate the new data model (Request, Payer, Transaction) into the current architecture.

How I will address the key challenges of the project:
FIFO logic for USD: I will implement a separate queue (Collection) for funding peer accounts. With each withdrawal, the script will iterate through the unspent balances of the funding, deducting the equivalent in USD at the exchange rate at the time of that specific funding. This will ensure accurate financial accounting.

Status model and locking: I will use the Optimistic Locking mechanism or status control in MongoDB to avoid situations where two peers simultaneously take one request. While the request is in the In Progress status, it will be unavailable to others.

Integration with KeyCRM: I will use their API for automatic updates of order statuses or adding expenses/payments directly to the order card after final confirmation by the direct manager.

… Frontend (Ant Design): Since you are using AntD, I will build the interface for peers and the admin panel based on standard components (ProTable, Upload for screenshots), which will allow for quick functionality addition while maintaining a consistent system style.

My GitHub: https://github.com/onyx144

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Hello! I am ready to complete your task quickly and efficiently.

My portfolio: https://freelancehunt.com/ua/freelancer/romas6ka.html#portfolio

Write to me — I can start working today. I will be happy to collaborate!

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Hello. I have been working with React/Node.js for over 8+ years. I am ready to collaborate. Please contact me.

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Good day. I have experience working with React + TypeScript and Node.js (Express, MongoDB), so I can carefully integrate a new module into your existing CRM without "breaking" the current logic. I understand the importance of correct implementation of business processes: statuses, blocking requests, roles, account management, and especially the calculation of deductions by FIFO — these are critical things that require clear and reliable logic on the backend. I will also implement a convenient interface for the work of managers and peers (uploading screenshots, verification, confirmation) and integration with KeyCRM. Please let me know if there is already partially implemented logic for accounts/replenishments, and in what form the integration with KeyCRM is currently taking place (API, webhooks)?

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Good day!

I have reviewed the task — this is not just a CRUD module, but a full-fledged financial logic with roles, statuses, and fund accounting.

My vision for implementation:

— Build a clear workflow for the request (creation → taking into work → execution → verification → confirmation)
— Implement request locking during peer work (to avoid conflicts)
— Carefully integrate the logic into the existing CRM without "breaking" the current architecture
… — Separate the financial logic (FIFO, write-offs, balance) into a separate service/layer
— File processing (screens) + validation
— Integration with KeyCRM via API (updating orders after confirmation)

What is important:
— Accurate fund accounting (FIFO — critical, mistakes cannot be made here)
— Control of statuses and access (roles & permissions)
— Working with legacy code (refactor selectively, without unnecessary "rewriting")

The stack is fully suitable: React + Node + MongoDB — I have worked with similar tasks.

Estimation:
Timeline: 2–4 weeks
Budget: $1000–2000 (depends on the complexity of integration and the state of the current code)

I am ready to look at the code and quickly get involved in the work.

It is better to do such a module correctly according to the logic right away — otherwise, there will be problems with finances and reporting later.

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Good day!
My name is Vova, I am a frontend developer with experience in developing and integrating complex business modules into existing CRM systems. I have over 4 years of commercial experience with React + TypeScript + Ant Design, have worked with legacy code, large codebases, and projects where it was necessary to carefully integrate new functionality without breaking the existing architecture.
I have a particularly good understanding of modules with roles, statuses, financial calculations, and integrations with external systems (including KeyCRM and similar services).
Here is how I envision the implementation of this module (considering that this is an enhancement of the existing CRM and there is a ready description of the logic + entity schema):

Familiarization with the legacy code — I will thoroughly study the existing architecture, components, store (if there is Redux / Zustand / Context), roles, and access rights so that the new module fits perfectly into the current style and structure.
Creation of a new module "Transfer Requests" — I will add a separate section in the menu, pages for the list of requests, detailed cards, and an admin panel for managing payers and accounts.
Implementation of roles and access — admin, user (manager), payer. I will use the existing role system or expand it through Ant Design + React Router.
Request lifecycle — creation of a request by the manager, taking it into work by the payer (with blocking for others), changing statuses, uploading one or more screenshots (Ant Design Upload + preview).
… Financial logic on the frontend — displaying the history of top-ups, automatic calculation of used funds by FIFO, showing balances in USD, commissions, and confirmations.
Integration with backend and KeyCRM — I will connect to existing APIs (Axios / TanStack Query), handle optimistic updates, errors, and real-time status updates. I will ensure correct data transmission for automatic write-offs and order updates in KeyCRM.
Admin pages — convenient tables and forms for managing payers, accounts, top-ups, and write-offs (with filters, sorting, and export).
Testing and delivery — complete testing of all scenarios, checking for responsiveness, accessibility, and compliance with the existing UI/UX. I will deliver clean, documented code.

I am ready to start working on the module soon and fully immerse myself in the legacy code to ensure everything integrates as cleanly and stably as possible.
I would be happy to discuss the details, show examples of similar modules from my experience, or answer any questions.

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Hello, I have relevant experience working with legacy code and refining existing codebases. Write to me privately, we will agree on cooperation. I will be happy to help you!

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Hello.

I am a NodeJS developer. I have experience with KeyCRM. I am ready to take it on. Write to me, we will discuss.

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