m'Manager - Invoices Management System

danet13

Hi, I wanted to tell you about these new features to add:

• Create Agent user with complete registry, login, password and commission
• The user agent when he enters with his credentials will only be able to see and manage his orders and the personal details of his clients
• View earnings reports based on the commission that the administrator has posted on his profile

Thank you

akaffoueric

@danet13 said:
Hi, I wanted to tell you about these new features to add:

• Create Agent user with complete registry, login, password and commission
• The user agent when he enters with his credentials will only be able to see and manage his orders and the personal details of his clients
• View earnings reports based on the commission that the administrator has posted on his profile

Thank you

Hi,
Thanks to your request, I am implementing a full featured User Role Permission system so that your request will be simple to handle. This way, you will assign privileges to each user. stay tuned. I will notify you soon.

danet13

Hello, great, what time do you have?
Thank you so much

akaffoueric

@danet13 said:
Hello, great, what time do you have?
Thank you so much

Hi,
I am done with the RBAC ( NIST Level 2 Standard Role Based Access Control ) implementation. I am now working on frontend design for roles and permissions. Then I will update all queries to check again user access level to show/hide part of data.

Earnings and commissions will come a bit later when Roles and Permissions is fully okay. Stay tuned.
Thanks
Eric

akaffoueric

Here is a starting point Lead Roles. They can have children roles. So feel free to tell your needs

// Create Roles
    $root_id = $rbac->Roles->returnId('root');
    // Add CEO Role
    $ceo_id = $rbac->Roles->add('ceo', 'CEO', $root_id);
    // Add Operation Role
    $operations_id = $rbac->Roles->add('operation', 'Operations', $ceo_id);
    // Add Financial Role
    $financial_id = $rbac->Roles->add('financial', 'Financial', $ceo_id);
    // Add IT Role
    $it_id = $rbac->Roles->add('it', 'IT', $ceo_id);
    // Add Network Role
    $network_id = $rbac->Roles->add('network', 'Network', $it_id);
    // Add Security Role
    $security_id = $rbac->Roles->add('security', 'Security', $it_id);
    // Add Admin Role
    $admin_id = $rbac->Roles->add('admin', 'Admin', $it_id);
    // Add Sales Role
    $sales_id = $rbac->Roles->add('sales', 'Sales', $financial_id);
    // Add Marketing Role
    $marketing_id = $rbac->Roles->add('marketing', 'Marketing', $financial_id);
    // Add Payroll Role
    $payroll_id = $rbac->Roles->add('payroll', 'Payroll', $financial_id);

danet13

as soon as you finish the changes, can I test it on the demo?

akaffoueric

@danet13 said:
as soon as you finish the changes, can I test it on the demo?

Just to show you I am not telling lies, here is a quick demo on invoices.
PLEASE NOTE THAT I JUST UPDATED THIS FOR ADD AND SEE INVOICES LIST, NOT THE WHOLE SYSTEM YET

login on the demo server here:
http://pro.mmanager.fr/
admin with full access to invoices: [email protected] / pwd 123456789
Staff member with 'view_own_only': [email protected] / pwd azertyuiop

Add invoices in both accounts and see :-)
Don't go to users sections. Permissions template is not ready.

And if you think this is a good start, donations speed up custom features requests

danet13

wow.....Fantastic ;-) I'm waiting for more news

danet13

Hi, do you have any news? when can I buy it?

akaffoueric

@danet13 said:
Hi, do you have any news? when can I buy it?

Hi, this is not done yet. Lot of job to define permissions. Stay tuned. Thanks

akaffoueric

@danet13 said:
Hi, do you have any news? when can I buy it?

Hi,
I have built all the permissions layout. This was long to do. I am now implementing roles to link permissions. Stay tuned. I saw you are from Italia. If you can help update the language file, this will be great. Here is the repository : https://github.com/myEric/mmanager-localization/tree/master/language

Thanks
Eric

danet13

Good job, in the meantime, I help you translate into Italian with great pleasure. ;-)
where do I send you the translations?

akaffoueric

@danet13 said:
Good job, in the meantime, I help you translate into Italian with great pleasure. ;-)
where do I send you the translations?

Thanks. You can open a discussion here so that people can help you. You will be the lead Translator for Italian ;-) Go to localization tab. Or if you use github, you can make a pull request
I am adding role selection tab and will update queries.

Stay tuned
thanks

akaffoueric

@danet13 said:
Good job, in the meantime, I help you translate into Italian with great pleasure. ;-)
where do I send you the translations?

Hey Man,
This is a difficult job. I have to rewrite all queries. Just started the homepage, with both full access or own data only. Not done yet, but works great !

danet13

great job, I follow your work I wait for you to finish and buy it ;-)

akaffoueric

@danet13 said:
great job, I follow your work I wait for you to finish and buy it ;-)

Hi,
The difficult part is done. I just need to refine settings access roles. Play with it, add users to differents role, check, uncheck options and see how it behaves. I won't work on it tomorrow. This is my birthday and I we go for party
So play as you can and see you later.
Thanks

danet13

Hello, happy birthday :-), I tried the roles and work, it would be better if disabled functions should not appear on the agent's profile so it does not make any confusion, he will only see the enabled menus.

akaffoueric

null
Thank you. Which disabled functions for example ? If items and services (batch edit and stocks) this is a bad idea to hide. Because agents need to know stocks levels before placing orders.

danet13

I do not talk about stocks, I speak for example of invoices if I have disabled the function to the agent would be better not to make it appear.

akaffoueric

@danet13 said:
I do not talk about stocks, I speak for example of invoices if I have disabled the function to the agent would be better not to make it appear.

Yes, this is option I can add. It is not complete. I tried to get main scenarios. So feel free to post here any new option. I have to hide links, make other dashboard when homepage is forbidden and many other things
Thanks

danet13

I describe you as I imagine it:

• If I deny the management of a function I would not show it to the agent
• View on the agent's dashboard the commissions earned (paid or still to be paid)
• On the admin dashboard - Predict in the agent's profile the possibility for the admin to insert a percentage or fixed commission
• On the admin dashboard the management of the fees paid and payable for each agent
• On the admin dashboard the sales statistics for each single agent and total
• On the admin dashboard, mark the commissions paid for each agent

this is what I imagined, thank you very much for your availability

akaffoueric

@danet13 said:
I describe you as I imagine it:

• If I deny the management of a function I would not show it to the agent
• View on the agent's dashboard the commissions earned (paid or still to be paid)
• On the admin dashboard - Predict in the agent's profile the possibility for the admin to insert a percentage or fixed commission
• On the admin dashboard the management of the fees paid and payable for each agent
• On the admin dashboard the sales statistics for each single agent and total
• On the admin dashboard, mark the commissions paid for each agent

this is what I imagined, thank you very much for your availability

For commission this is easy to do. In Reports tab, when set to own data only, all stats are what the agent placed as orders. So a new tab, commission by user will do the job.

• So we need option on agent profile to set fix or % commission. This way all invoices will send their commissions
• what we have to see is: will agent fees be included in company charges ? Will they be computed before or after tax ? Let's say agent sold for 100€, with 20% tax included. What amount do you use ?
• are this fees considered as salaries
• You see i need to think larger to be sure it is okay for a large amount of users.

Thanks

danet13

Perfect, now I'll explain:
1. The commission we have to calculate it without taxes, therefore on 100 € including 20% we will calculate the commissions on € 80.
2. The agent's expenses are a business expense
3. Commissions are not considered wages

If you have other doubts write me

akaffoueric

null
Please write an example and how you used to handle it. I need to understand agent expenses

danet13

it is easier to calculate the commission on the price without taxes of the items sold

danet13

Hi, do you have news?

akaffoueric

@danet13 said:
Hi, do you have news?

Hi,
I am checking any controller to allow/deny. Because if main page is hidden, a user may paste urls to hack modules. You can test on clients pages. You will see Deny message. Then I will think to commission and other stuff. Stay tuned.
Thanks for your patience
Eric

akaffoueric

@danet13 said:
Hi, do you have news?

Hi,
I am designing the commission part. The global settings, before user tab details. Please check it out to tell me if I am on the right path
Thanks for your patience and support

akaffoueric

Hi,
One more step done. I can now collect sales from each user and display graphs on report (see Income per user). Some data may be wrong because there were invoices before addind the option to break down per user.
Next steps: Add a button to generate all commissions based on user profile. Display paid/unpaid commission in Reports and add option to send to user paypal is enabled.
You can review if you have time and let me know

Thanks
Eric

danet13

Hello, I checked, I can not find the order management, I only find purchase orders, the agent should handle orders with customers not with suppliers, then when I do not give permission to view some functions I still see them.

akaffoueric

@danet13 said:
Hello, I checked, I can not find the order management, I only find purchase orders, the agent should handle orders with customers not with suppliers, then when I do not give permission to view some functions I still see them.

Hi,
Orders are in current version invoices, I did not add a Order module for now and won't do it right now. I already told you not to focus on permissions, I just have to copy paste if/else clauses to hide/show and I didn't check all options.
This is a long task. I tried to do my best. Anyway thanks for this request. It helped me do the Role/Permission and commission feature.