Supplier List Editor
Open add, edit and delete suppliers from database
Setup
Project Codes
Open add, edit and delete project codes. Accounts team must be in agreement.
Manage Project CodesPayment Processing
Purchase Orders
Create, approve, and track purchase orders with automated workflows and PDF generation capabilities.
Open Purchase OrdersPayment Form Creator
Review and test the browser-based payment form workflow.
Spreadsheet View
Open the VPS-native spreadsheet explorer to reconcile payment batches, pivot totals by accounting code, and export CSV snapshots.
Budget
Budget Planning
Create and manage project budgets with real-time tracking and variance analysis.
Cost Tracking
Monitor expenses against budgets with automated alerts and detailed breakdown reports.
Project Timelines
Project Timelines
Visualize phase durations for each project directly from the ProjectTimelines dataset.
Reporting
Financial Reports
Generate comprehensive financial reports with customizable templates and export options.
Analytics Dashboard
Visualize key metrics and trends with interactive charts and real-time data analysis.
Spreadsheet View
Review payment approvals inside the browser-based spreadsheet grid sourced from the VPS datasets.
For JM Only
Platform Architecture
Supplier List Editor
Open the web-native supplier grid backed by the _AccountsAI dataset.
Payment Form Creator
Review and test the browser-based payment form workflow.
Backend
ASP.NET Core with Entity Framework, role-based authentication, and RESTful API endpoints.
Database
PostgreSQL or SQL Server with automated backups, migration scripts, and staging environments.
Frontend
Responsive web interface with spreadsheet components, file upload, and real-time validation.
OCR Processing
Automated PDF invoice scanning with Tesseract OCR integration and data validation workflows.
Security Gateway
Enforce authenticated access before exposing purchase orders, payment forms, or other finance modules.
Next Actions
1
Configure VPS Environment
Install .NET runtime, configure Nginx reverse proxy, and set up SSL certificates with Let's Encrypt.
2
Deploy ASP.NET Core Application
Configure Kestrel server, set up systemd service, and establish CI/CD pipeline for automated deployments.
3
Configure DNS and Testing
Point ctcs.mudsoftware.com to VPS IP address, validate HTTPS configuration, and conduct user acceptance testing.
Status Snapshot
Portal MVP
Design complete, implementing ASP.NET Core controllers and views.
Data Model
Entity Framework models defined, ready for initial migration.
OCR Integration
Tesseract library configured, testing PDF processing workflows.
VPS Configuration
Dreamhost VPS provisioned, preparing Nginx and systemd setup.