Accounts POC - Full-Featured Accounting Package

A modern, full-featured accounting management system similar to Sage 200, built with ASP.NET Core Web API and Blazor.

📚 Documentation

• Build Instructions - Complete guide for building on all platforms (NEW)
• Blazor Web App Guide - Complete guide for the web application
• React Native Contractor App Guide - Mobile app for contractors
• Mobile App Guide - Complete guide for the MAUI mobile fulfillment app
• MAUI Implementation - Technical details of the MAUI implementation
• Screenshots Guide - How to capture and contribute screenshots
• Implementation Summary - Technical implementation details

Features

Core Accounting Features

• Multiple Bank Accounts Management - Track multiple bank accounts with balance monitoring
• Product Catalog - Comprehensive product management with stock control and reorder levels
• Sales Order Processing - Create and manage sales orders with customer information
• Sales Invoice Generation - Generate invoices from sales orders with tax calculations
• Quotes Management - Create and manage customer quotes with conversion to orders (NEW)
• Work Orders Management - Track work orders with tasks and site visit sign-offs (NEW)
• Bill of Materials (BOM) - Create and manage BOMs with component tracking
• BOM to Sales Order Linking - Link BOMs to sales order items for component requirement tracking
• Contractor Mobile App - React Native app for offline-first sales orders, quotes, and work orders (NEW)

Architecture

Clean Architecture Implementation

AccountsPOC/
├── src/
│   ├── AccountsPOC.Domain/          # Domain entities
│   ├── AccountsPOC.Application/     # Application logic layer
│   ├── AccountsPOC.Infrastructure/  # Data access with EF Core
│   ├── AccountsPOC.WebAPI/          # RESTful API (.NET 10)
│   └── AccountsPOC.BlazorApp/       # Blazor Web App UI (.NET 10)
└── ContractorApp/                   # React Native mobile app (NEW)

Technology Stack

• .NET 10 - Latest .NET framework
• ASP.NET Core Web API - RESTful backend services
• Blazor Web App - Modern, interactive UI with server-side rendering
• React Native with Expo - Cross-platform mobile app for contractors (NEW)
• Entity Framework Core - ORM with SQLite database
• Bootstrap 5 - Modern, responsive UI framework
• Clean Architecture - Separation of concerns and maintainability

Database Schema

Entities

• BankAccount - Multiple bank accounts with balance tracking
• Product - Product catalog with pricing and stock levels
• SalesOrder - Customer orders with items
• SalesOrderItem - Line items on sales orders (links to products and BOMs)
• SalesInvoice - Invoices generated from orders
• BillOfMaterial - BOMs for products
• BOMComponent - Components that make up a BOM

Key Relationships

• Products can have multiple BOMs
• Sales Orders contain multiple Sales Order Items
• Sales Order Items can link to a BOM
• Sales Invoices are linked to Sales Orders
• BOMs contain multiple BOM Components

Getting Started

Quick Start

See BUILD_INSTRUCTIONS.md for detailed platform-specific build and deployment instructions.

Prerequisites

• .NET 10 SDK
• Node.js (v18+) for React Native app
• Any modern IDE (Visual Studio 2022, VS Code, Rider)

Running the Application

1. Start the Web API:

cd src/AccountsPOC.WebAPI
dotnet run

The API will start at http://localhost:5001

2. Start the Blazor App:

cd src/AccountsPOC.BlazorApp
dotnet run

The Blazor app will start at http://localhost:5193

3. Start the React Native Contractor App:

cd ContractorApp
npm install
npm start

Access via Expo Go app or web browser at http://localhost:19006

For detailed instructions on building for iOS, Android, Windows, and Linux, see BUILD_INSTRUCTIONS.md.

Building the Solution

dotnet build AccountsPOC.sln

API Endpoints

Bank Accounts

• GET /api/BankAccounts - List all bank accounts
• GET /api/BankAccounts/{id} - Get specific bank account
• POST /api/BankAccounts - Create new bank account
• PUT /api/BankAccounts/{id} - Update bank account
• DELETE /api/BankAccounts/{id} - Delete bank account

Products

• GET /api/Products - List all products
• GET /api/Products/{id} - Get specific product
• POST /api/Products - Create new product
• PUT /api/Products/{id} - Update product
• DELETE /api/Products/{id} - Delete product

Sales Orders

• GET /api/SalesOrders - List all sales orders with items
• GET /api/SalesOrders/{id} - Get specific sales order
• POST /api/SalesOrders - Create new sales order
• PUT /api/SalesOrders/{id} - Update sales order
• DELETE /api/SalesOrders/{id} - Delete sales order

Sales Invoices

• GET /api/SalesInvoices - List all sales invoices
• GET /api/SalesInvoices/{id} - Get specific sales invoice
• POST /api/SalesInvoices - Create new sales invoice
• PUT /api/SalesInvoices/{id} - Update sales invoice
• DELETE /api/SalesInvoices/{id} - Delete sales invoice

Bill of Materials

• GET /api/BillOfMaterials - List all BOMs with components
• GET /api/BillOfMaterials/{id} - Get specific BOM
• POST /api/BillOfMaterials - Create new BOM
• PUT /api/BillOfMaterials/{id} - Update BOM
• DELETE /api/BillOfMaterials/{id} - Delete BOM

UI Screenshots

The application features a modern, responsive UI with comprehensive interfaces for both web and mobile platforms.

Blazor Web Application

Screenshots of the web interface are available in the docs/screenshots/blazor/ directory, featuring:

• Home Dashboard - Overview of the system with quick access to all features
• Bank Accounts - Manage multiple bank accounts with balance tracking
• Products - Product catalog management with stock control
• Sales Orders - Create and manage customer orders
• Sales Invoices - Generate and track invoices
• Bill of Materials - Create and manage BOMs with component linking
• Management Dashboard - Analytics and reporting
• Payment Processing - Invoice payment management
• Price Lists - Customer-specific pricing

MAUI Mobile Application

Screenshots of the mobile fulfillment app are available in the docs/screenshots/mobile/ directory, featuring:

• Driver Dashboard - Quick access to warehouse and delivery operations
• Stock Check - Barcode scanning and inventory lookup
• Pick Lists - Order fulfillment and picking operations
• Delivery Routes - GPS-enabled route management
• Parcel Scanning - Package tracking and organization
• Stock Counts - Inventory counting with variance tracking
• Offline Sync - Real-time synchronization status

For detailed information about capturing and contributing screenshots, see the Screenshots Guide.

Development

Project Structure

Domain Layer

Contains all domain entities with business logic:

• Entities are in AccountsPOC.Domain/Entities/
• No dependencies on other layers

Application Layer

Contains application services and interfaces:

• References Domain layer only
• Defines interfaces for infrastructure

Infrastructure Layer

Implements data access:

• ApplicationDbContext - EF Core DbContext
• Database configurations
• References Domain and Application layers

Web API Layer

RESTful API implementation:

• Controllers for each entity
• CORS configuration for Blazor app
• References Application and Infrastructure layers

Blazor App Layer

Modern web UI:

• Interactive server-side components
• Pages for each feature area
• HTTP client for API communication

Database

The application uses SQLite for simplicity and portability. The database file AccountsPOC.db is created automatically in the Web API project directory on first run.

For production use, you can easily switch to SQL Server by:

1. Updating the connection string in appsettings.json
2. Changing UseSqlite() to UseSqlServer() in Program.cs

Security Summary

The application implements:

• Input validation through Entity Framework
• CORS policy to restrict API access
• Proper data types with precision for monetary values
• Unique indexes on key fields (account numbers, product codes, etc.)

No critical security vulnerabilities detected.

Future Enhancements

Potential areas for expansion:

• User authentication and authorization
• Multi-tenant support
• Advanced reporting and analytics
• Payment processing integration
• Inventory management
• Purchase orders
• General ledger integration
• Excel import/export
• PDF invoice generation

License

This is a proof-of-concept application for demonstration purposes.