It is necessary to implement a module in the CRM for handling requests for money transfers.
The process is as follows: The manager creates a transfer request based on an order, the payer takes it for work, executes the transfer, adds confirmation and commission, after which the direct manager checks and confirms the execution. After confirmation, the system should automatically deduct funds from the selected payer's account, calculate the used amount in USD considering account replenishments on a FIFO basis, and update the order data in KeyCRM.
What is included in the task:
logic for transfer requests;
roles: admin, user (manager), payer;
statuses, blocking the request during the payer's work;
uploading one or more screenshots;
transfer verification by the manager;
accounting for payers' accounts, replenishments, and deductions;
calculation of USD based on the history of replenishments;
integration with KeyCRM;
admin page for managing payers and their accounts.
Project stack:
frontend — React + TypeScript + Ant Design
backend — Node.js + Express + TypeScript + MongoDB
Important:
this is an enhancement of the existing CRM, not a new project from scratch. There is a ready description of the logic, use case, and approximate entity diagram. A person is needed who is ready to work with existing legacy code and integrate new functionality into the current architecture.