Architecture, design, and development of a CRM/ERP system

# CRM/ERP System — Modules and Capabilities

## Core Modules

### CRM and Sales
- Contact registry with communication history, duplicate merging, blacklist
- Deals with stages and quick search
- Sales funnels (Kanban board with drag-and-drop)
- Lead sources with automatic registration via webhook
- Unified Kanban for any entities

### Tasks and Projects
- Tasks with priorities, deadlines, time tracking timer
- Projects with Gantt chart and node tree
- Alert and reminder system
- Report export
- Coordination of polling requests for load optimization (removal of duplicate requests between components)

### Manufacturing (MES)
- Technological maps and tech operations with step-by-step transitions
- Production orders with planning and tracking
- Operator's cabinet (start/pause/finish work in real-time)
- Task triggers — automatic task creation upon starting or finishing a tech operation (polymorphic architecture for scaling)
- Workshops, workstations, shift reports
- Production planning

### Warehouse
- Nomenclature: categories, products, variations, brands, units of measure
- Operations: receipt, write-off, transfer, inventory
- Balances and movements across warehouses
- Internal orders
- Label printing

### Finance
- Payments and payment calendar
- Invoices
- Expense requests
- Settlements with contractors
- Export of financial data

### Purchases
- Purchase registry
- Purchase planner

### HR / Personnel
- Employee profiles with document flow
- Time sheet
- Payroll settings (calculation models, project rates)
- Employee performance analytics (KPI, grades, task breakdown, Excel export) — highlighted as a reusable component
- Employee personal cabinet

### Fixed Assets
- Fixed asset registry
- Operation journal
- Dashboard

### Analytics
- Sales and warehouse dashboards
- Server monitoring (`/admin/server-health`) — benchmark SQL queries, polling load, table sizes
- Load testing (`artisan app:load-test`) — simulation of N users

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## Integrations

- Binotel
- Ringostat
- Telegram
- OLX
- EasyMS / Servio
- Website (universal). Receiving applications from the website

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## Communications

- Integration chats (Telegram, OLX) with a unified interface
- Internal chats between employees
- Comment threads — linked to any entity (task, deal, contact)
- Chat Hub — floating panel for quick access to chats
- Notification system with polling and deadline checks

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## Key Technical Solutions

- **Modular architecture** — each section is enabled via `.env`, sidebar adapts automatically
- **Access rights** — granular permissions (resource + action) through middleware, roles with flexible configuration
- **Polling with coordination** — global flag `window.__globalTimerPolling` to eliminate duplicate requests; `document.hidden` to stop when the tab is inactive; rate-limiting on the server
- **Rate Limiting** — throttle middleware on all polling endpoints, overload protection
- **Server caching** — cache for task timers (10 sec), deadline checks (5 min)
- **Polymorphic triggers** — universal mechanism for automatic task creation based on events, extendable to any entities
- **File storage** — abstraction over local disk and Google Drive, versioning, preview
- **Multi-tenant ready** — OAuth gateway for subdomains, data isolation by tenants
- **Queues** — background tasks via database driver

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Stack: Laravel, Blade, Bootstrap 5, vanilla JS, MySQL, PhpSpreadsheet (Excel export), Chart.js, and others

#PHP #laravel #CRM #1C:ERP #web-programming #Automation #development #API-integrations #HTML/CSS/JavaScript/jQuery #Autofunnel