見積・受注・請求管理システム

Overview #Personal Development

A web business system that centrally manages the entire commercial flow from Quote to Order, Delivery, Invoice, and Payment as mutually referenceable Records. You can track when a project was ordered at which Quote Version, what was delivered, and how much was paid against which invoice.

Main Features

• Dashboard: Aggregates this month's order amount, invoice amount, payment amount, uncollected amount, overdue amount and count, and quote conversion rate from actual Records
• Commercial Flow Pipeline: Displays "Quote → Order → Delivery → Invoice → Payment" across projects
• Quote Management: Multiple line items, Version history, status management (Draft, Sent, Approved, Rejected, Expired)
• Order Management: Duplicates customer, line items, and amount from approved quotes; manages order date, delivery date, and delivery progress
• Delivery Management: Records quantity for each order line item as independent Records; supports partial and multiple deliveries
• Invoice Management: Creates invoices from orders or undelivered items; displays Issued, Awaiting Payment, Partially Paid, Paid, Overdue, Cancelled
• Payment Management: Links payment date, amount, method, and memo to invoices; tracks multiple payments and full settlement
• Customer & Product Management: Registers and manages customer information and products/services
• Report Printing: Saves A4 print layouts for quotes and invoices directly to PDF from browser
• CSV Export: Outputs customers, orders, invoices, and payments as UTF-8 CSV
• Operation History: Displays audit Records generated by business commands in chronological order
• Role Switching: Switches between Sales, Accounting, and Administrator roles in demo; validates permissions in both UI and command layers

Characteristics

• Quote Versioning: Does not overwrite quotes for the same project; manages them as separate Records like Version 1, 2, 3. Retains revision source, allowing confirmation of past conditions, amounts, and statuses
• Accurate Amount Calculation: Maintains all amounts as integer Japanese yen. Normalizes quantities, performs BigInt calculations, truncates consumption tax by tax category, and allocates using the largest remainder method to perfectly match line item totals with report totals
• Protected Reference Relationships: Prevents cancellation of orders with existing deliveries or invoices; rejects double-invoicing of the same delivery; strictly validates data integrity
• Demo Mode: Includes fictional company, customer, and transaction data from initial display. Input content is saved to browser's localStorage; administrators can reset the demo to initial state from the operation history screen

Target Users

• Companies wanting to visualize and track the commercial flow from quote to payment
• Developers wanting to learn Quote to Cash process design and operational experience
• Those seeking reference patterns for frontend implementation of business systems