Mini Budget System
Budget: €12 – €30 EUR
We need to update our current system to generate quotes. Currently the script is written in php, mysql, Ajax and Bootstrap. It will not be necessary to make a login page for the users, since this will be controlled from an .htaccess file.
We can give access to our current system to understand how the system works.
Main screen:
The main screen may look something like this and should have the following features:
• Top button to create a new budget.
• Link to display a list of budgets generated previously (List of pdf files).
• Table that shows some information of the budgets generated previously. The columns of the table are: Client, Budget number, Date, Total and a drop-down button.
• The drop-down button allows you to Edit the budget, generate a pdf document, Send the pdf file by email if it has been previously generated (if the pdf document has not been previously generated, it will be shown in red and crossed out text and not can be selected as a link) and delete budget.
• The pdf will be saved in a folder named pdf. The name of the files will be the budget number. Example: 1001.pdf , 1002.pdf, etc.
• If the budget has not previously been generated as a pdf file, the Action button will be shown with a red background. (To do this, you can check if the file exists in the folder where the budgets are generated, pdf folder).
• An Items button that will show a list of items to select in the quotes.
• An Issues button that will display a list of issues to select in the quotes.
Generate budget:
The screen to create a new budget can be similar to this one and must have the following functions:
• The client's full name, telephone number and email will be requested. The name and email field is required.
• A number that auto-increments for each new budget.
• The auto-increment budget number and tax can be set on the options page.
• The concept field is not editable. It is chosen by Ajax autocomplete from the list of items.
• The description, quantity and price fields are editable fields. Initially it will show you the saved description, quantity will always be number 1 and the saved price of the item. The values that are written in each row will be saved in the database, even if their values have been modified.
• The list of items can be sorted while dragging the rows to another position.
• A button to add or remove rows.
• In the tax field it will show a value previously established in the options page. This value can be changed.
• A list of issues. Depending on the selected subject, a text will be displayed in the lower text area.
• The text in the lower area can be modified and will be saved in the database.
• The other options and clarifications can be seen in the attached image.
Items:
There will be a section with a table showing the existing Items.
• The table can be made sortable in each of its columns.
• Each row of items can be modified or deleted.
• To add a new item, a new window will select the name of the item, its description and its price per unit.
Subjects:
The behavior will be the same as the previous Items section. Only the name and description columns will exist. Also a button that allows you to edit or delete the item.
Users:
The behavior will be the same as the Items section. There will only be the columns full name of the user, HTML signature, email name and password. The SMTP data of the server will be provided when accepting the job. Also a button that allows you to edit or delete the user.
Show Budgets:
This link link to the /pdf/index.php file
The index.php code is provided by us and shows a list of budgets already generated in pdf.
Send Budget:
Clicking on the email option in the first image opens a popup like the one in the following image.
A little more text in the attached document.
We can give access to our current system to understand how the system works.
Main screen:
The main screen may look something like this and should have the following features:
• Top button to create a new budget.
• Link to display a list of budgets generated previously (List of pdf files).
• Table that shows some information of the budgets generated previously. The columns of the table are: Client, Budget number, Date, Total and a drop-down button.
• The drop-down button allows you to Edit the budget, generate a pdf document, Send the pdf file by email if it has been previously generated (if the pdf document has not been previously generated, it will be shown in red and crossed out text and not can be selected as a link) and delete budget.
• The pdf will be saved in a folder named pdf. The name of the files will be the budget number. Example: 1001.pdf , 1002.pdf, etc.
• If the budget has not previously been generated as a pdf file, the Action button will be shown with a red background. (To do this, you can check if the file exists in the folder where the budgets are generated, pdf folder).
• An Items button that will show a list of items to select in the quotes.
• An Issues button that will display a list of issues to select in the quotes.
Generate budget:
The screen to create a new budget can be similar to this one and must have the following functions:
• The client's full name, telephone number and email will be requested. The name and email field is required.
• A number that auto-increments for each new budget.
• The auto-increment budget number and tax can be set on the options page.
• The concept field is not editable. It is chosen by Ajax autocomplete from the list of items.
• The description, quantity and price fields are editable fields. Initially it will show you the saved description, quantity will always be number 1 and the saved price of the item. The values that are written in each row will be saved in the database, even if their values have been modified.
• The list of items can be sorted while dragging the rows to another position.
• A button to add or remove rows.
• In the tax field it will show a value previously established in the options page. This value can be changed.
• A list of issues. Depending on the selected subject, a text will be displayed in the lower text area.
• The text in the lower area can be modified and will be saved in the database.
• The other options and clarifications can be seen in the attached image.
Items:
There will be a section with a table showing the existing Items.
• The table can be made sortable in each of its columns.
• Each row of items can be modified or deleted.
• To add a new item, a new window will select the name of the item, its description and its price per unit.
Subjects:
The behavior will be the same as the previous Items section. Only the name and description columns will exist. Also a button that allows you to edit or delete the item.
Users:
The behavior will be the same as the Items section. There will only be the columns full name of the user, HTML signature, email name and password. The SMTP data of the server will be provided when accepting the job. Also a button that allows you to edit or delete the user.
Show Budgets:
This link link to the /pdf/index.php file
The index.php code is provided by us and shows a list of budgets already generated in pdf.
Send Budget:
Clicking on the email option in the first image opens a popup like the one in the following image.
A little more text in the attached document.