Intelligent Invoicing & Inventory Workspace
A comprehensive SaaS platform for Indian SMBs (Tier 2 & Tier 3 businesses)

1. Core Platform
2. Authentication & Security
3. Invoicing System
4. Quotations
5. Purchase Orders
6. Purchase Bills
7. Delivery Challans
8. Recurring Invoices
9. Products & Inventory
10. Client Management
11. Reports & Analytics
12. GST & Tax Compliance
13. PDF Generation
14. Communication & Sharing
15. Dashboard
16. Settings & Configuration
17. Internationalization (i18n)
18. Accessibility (a11y)
19. Keyboard Shortcuts
20. AI Assistant
21. Admin Panel
22. Performance Optimizations
23. Technical Stack

• Frontend: React 18 + TypeScript + Vite
• Styling: Tailwind CSS + shadcn/ui components
• State Management: TanStack React Query + Zustand
• Backend: Lovable Cloud (Supabase)
• PDF Generation: @react-pdf/renderer
• Email: Resend integration via Edge Functions

• Single Page Application (SPA) with React Router
• Lazy-loaded route components for optimal bundle splitting
• Protected routes with authentication guards
• Module-based feature toggling (enable/disable features per user)

• Email/Password signup and login
• Email verification (required before sign-in)
• Password reset flow via email link
• Persistent sessions with automatic token refresh
• Secure logout with session cleanup

• Row Level Security (RLS) on all database tables
• Profile-based data isolation (multi-tenant architecture)
• Secure share tokens for public invoice viewing
• Role-based access control (admin/user roles)
• Security definer functions for privileged operations

5-step guided onboarding for new users:

1. Business Info (Organization name, type selection)
2. Tax/PAN details (GSTIN, PAN number)
3. Payment/Bank details (UPI, Bank account)
4. Invoice Setup (Prefix, starting number)
5. Welcome Summary

• Create, edit, and delete invoices
• Draft → Finalized → Paid workflow
• Auto-generated invoice numbers with customizable prefix
• Duplicate invoice functionality
• Cancel invoices with audit trail

• Split-screen layout: Editor on left, live PDF preview on right
• Drag-and-drop line item reordering (via @dnd-kit)
• Inline client creation (Quick Add without leaving editor)
• Inline product creation with auto-SKU generation
• Inline restock for low-stock products
• Real-time calculations (subtotal, tax, discounts, grand total)

• Product selection from inventory
• Custom line items (manual description/rate)
• Quantity and rate editing
• Per-item discount (percentage)
• Per-item tax rate (GST: 0%, 5%, 12%, 18%, 28%)
• Sortable order via drag handles

• Subtotal calculation
• Total discount amount
• Tax breakdown (CGST/SGST for intra-state, IGST for inter-state)
• Grand total with automatic rounding
• Amount in words (Indian numbering system)

• Stock impact preview before finalizing
• Automatic inventory deduction on finalization
• Invoice number locking after finalization
• Payment recording with date, mode, and reference

• Cash
• UPI
• Credit (Udhaar)
• Split payment
• Cheque
• NEFT
• RTGS

• Create and manage quotations
• Validity period (Valid Until date)
• Terms & conditions field
• Convert quotation to invoice (one-click)
• Status tracking: Draft, Sent, Accepted, Rejected, Converted

• Same powerful editor as invoices
• Client selection with inline creation
• Product selection with quantities
• PDF preview and download

• Create purchase orders for suppliers
• Supplier details (Name, GSTIN, Address)
• Expected delivery date tracking
• Status workflow: Draft → Sent → Received → Cancelled
• Auto-generated PO numbers

• Line items with products, quantities, rates
• Tax calculations
• Notes field
• PDF generation and download

• Record supplier invoices/bills
• Link to purchase orders
• Bill date and received date
• Batch tracking for inventory items

• Automatic stock addition to inventory
• Batch number and expiry date recording
• Product batch creation for traceability

• Create delivery challans for goods dispatch
• Link to invoices (optional)
• Transport details:
  • Vehicle number
  • Transport mode (Road, Rail, Air, Ship)
  • Dispatch from/to addresses
• Status tracking: Draft, Dispatched, Delivered, Cancelled

• Product selection
• Quantity tracking
• Sortable line items

• Create recurring invoice templates
• Frequency options: Weekly, Monthly, Quarterly, Yearly
• Active/Inactive toggle
• Next generation date display

• Auto-generate invoices on schedule
• Client selection for recurring billing
• Template items with products, rates, and taxes

• Add, edit, and delete products
• Product types: Goods (physical) or Service
• SKU management with auto-generation
• Barcode support (custom barcodes)
• HSN/SAC codes for GST compliance

• Selling price configuration
• Tax rate selection (0%, 5%, 12%, 18%, 28%)
• Custom tax rates support

• Stock quantity management
• Low stock alerts with configurable threshold
• Stock adjustments with reason codes:
  • Invoice deduction (automatic)
  • Restock (manual/purchase bill)
  • Correction (manual adjustment)

• Product batches with unique batch numbers
• Expiry date tracking for perishables
• Expiring batches alert on dashboard
• Link batches to purchase bills

• Default supplier name per product
• Default supplier GSTIN for quick PO creation

• Camera-based barcode scanning (html5-qrcode)
• Quick product lookup by barcode
• Add scanned products to invoices

• Add, edit, and delete clients
• Client details:
  • Name
  • Email
  • Phone
  • Billing address
  • GSTIN
  • State code (for GST calculation)

• Credit balance tracking per client
• Outstanding amount monitoring
• Credit payments recording

• This Month Revenue with growth percentage
• Outstanding Amount (unpaid invoices)
• Overdue Amount (past due date)
• Due This Week forecast

• 6-month bar chart showing:
  • Monthly revenue
  • Monthly tax collected
• Interactive tooltips with INR formatting

• GSTR-1 ready analytics
• Filter by period: Monthly, Quarterly
• Indian financial year alignment (April-March)
• Summaries by:
  • GST slab (0%, 5%, 12%, 18%, 28%)
  • HSN/SAC code
  • State-wise breakdown
• CSV export with multiple sections

• Summary export for GST filing
• Taxable value breakdown
• CGST/SGST/IGST totals

• Revenue calculation
• Expense tracking (purchase bills)
• Net profit/loss
• Period comparison

• Projected income from finalized invoices
• Due date-based forecasting
• Visual timeline

• Client-wise transaction history
• Invoice and payment records
• Running balance

• TDS entry recording
• Section codes (194C, 194J, etc.)
• Certificate tracking
• Quarterly grouping
• Financial year filtering

• CSV export for all invoice data
• GST report CSV with comprehensive breakdown
• Filtered exports based on date range

• Automatic state detection from profile and client
• Intra-state transactions: CGST + SGST (split equally)
• Inter-state transactions: IGST (full rate)

• All 38 Indian state codes supported
• Automatic GST type determination

• Standard GST slabs: 0%, 5%, 12%, 18%, 28%
• Per-item tax rate configuration
• Tax breakdown on invoices

• GSTIN validation
• HSN/SAC code support
• GSTR-1 ready reports
• GSTR-3B summaries

• Professional templates with consistent branding
• Light-mode teal theme (independent of app theme)
• Plus Jakarta Sans typography
• Business details:
  • Logo
  • Organization name
  • GSTIN
  • Address
  • Contact info

• Invoice header with number and date
• Client details section
• Line items table with:
  • Description
  • HSN/SAC code
  • Quantity
  • Rate
  • Tax rate
  • Amount
• Alternating row colors
• Tax breakdown (CGST/SGST/IGST)
• Grand total with amount in words

• Bank details (Account name, number, IFSC)
• UPI ID display
• Dynamic QR code for UPI payments
• Configurable visibility toggle

• Quotation PDF (similar to invoice)
• Purchase Order PDF
• Delivery Challan PDF

• Direct PDF download
• Filename: {type}-{number}.pdf
• Blob generation with @react-pdf/renderer

• Send invoices via email (Resend)
• Customizable email subject/body
• PDF attachment
• Email dialog with recipient selection

• Share via WhatsApp button
• Pre-filled message with invoice details
• Public link to view invoice

• Token-based secure links
• No login required for clients
• View and download PDF
• Responsive design for mobile

• Send payment reminders via WhatsApp
• Pre-formatted reminder message
• Outstanding amount included

• Total Revenue (paid invoices)
• Pending Amount (finalized, unpaid)
• Total Invoices count
• Low Stock Items count

• Recent Invoices (latest 5)
• Recent Quotations (if module enabled)
• Recent Challans (if module enabled)
• Recent Purchase Orders (if module enabled)

• Low Stock Alert with product list
• Expiring Batches Alert (configurable days)
• Low Stock Auto-PO suggestion
• Activity Feed (recent actions)
• Announcement Banner (admin messages)

• New Invoice button
• Direct links to recent documents

• Organization name
• Email and phone
• Address
• Logo upload (with preview)
• Language selection (EN/HI/BN)

• GSTIN
• PAN number
• State code selection

• UPI VPA (for QR code)
• Bank account name
• Bank account number
• Bank IFSC code
• Digital signature upload

• Invoice prefix (e.g., INW-)
• Next invoice number (starting point)
• Quotation prefix

• Low stock alerts toggle
• Overdue invoice reminders toggle
• Payment received alerts toggle

• Enable/disable modules:
  • Quick Bill (POS)
  • Quotations
  • Delivery Challans
  • Purchase Orders
  • Recurring Invoices
  • Reports & Analytics
• Per-module toggle switches

• Font size slider (14px - 24px)
• High contrast mode toggle
• Reduced motion toggle
• Large touch targets toggle
• Reset to defaults button
• Keyboard shortcuts reference

• Restart tutorial option
• Keyboard hints toggle

• English (en) - Default
• Hindi (hi) - हिन्दी
• Bengali (bn) - বাংলা

• LanguageProvider context
• Translation function t(key)
• localStorage persistence
• Language selector in settings

• Navigation labels
• Dashboard statistics
• Settings sections
• Status indicators
• Button labels
• Form labels

• Adjustable font size (14px to 24px)
• High contrast mode (increased color contrast)
• Reduced motion (disables animations)
• Large touch targets (48px minimum)

• Skip to main content link
• Focus visible outlines on all interactive elements
• Tab navigation through entire app
• Escape key to dismiss dialogs

• ARIA landmarks (banner, main, navigation)
• ARIA labels on icon-only buttons
• Role attributes (button, tab, region, status)
• aria-current for active navigation
• aria-expanded for collapsible elements
• aria-hidden on decorative icons
• Live regions for dynamic updates

• Proper heading hierarchy
• Button vs link distinction
• Form labels and descriptions
• Table headers and captions

• Platform detection (Mac vs Windows)
• Dynamic symbols (⌘ vs Ctrl)
• Visible badges throughout UI
• Keyboard hints popup for new users

• Floating chat widget (bottom-right corner)
• Natural language queries
• Business context aware
• Powered by Lovable AI Gateway

• Google Gemini 2.5/3 (Flash, Pro)
• OpenAI GPT-5 family
• No API key required

• Query business data
• Get help with features
• Usage tracking per profile
• Markdown response rendering

• User overview (total users, active, suspended)
• User management table
• Suspend/Unsuspend users
• Search users by name/email

• Profile information
• Invoice statistics
• Suspend with reason
• View as user (future)

• Create system announcements
• Announcement types (info, warning, success)
• Expiry date for time-limited messages
• Active/Inactive toggle

• Role-based routing (AdminRoute component)
• Admin role check via has_role function
• Separate user_roles table

• Lazy-loaded routes (all pages)
• Lazy-loaded components (heavy UI elements)
• Dynamic imports for large libraries (recharts)

• React Query caching with staleTime
• Profile fetch deduplication
• Memoized computations (useMemo)
• Memoized components (React.memo)

• Optimized Supabase queries
• Batch operations where possible
• Query invalidation on mutations

• Tree-shaking enabled
• Minimal dependencies
• CSS purging via Tailwind

• profiles - User business profiles
• clients - Customer records
• products - Inventory items
• product_batches - Batch tracking
• invoices - Invoice headers
• invoice_items - Invoice line items
• quotations - Quotation headers
• quotation_items - Quotation line items
• delivery_challans - Challan headers
• challan_items - Challan line items
• purchase_orders - PO headers
• po_items - PO line items
• purchase_bills - Supplier bills
• purchase_bill_items - Bill line items
• recurring_templates - Recurring invoice templates
• recurring_template_items - Template items
• inventory_logs - Stock audit trail
• notifications - User notifications
• activity_logs - Action audit trail
• announcements - System announcements
• user_roles - Admin/user roles
• tds_entries - TDS records
• ai_usage_logs - AI query tracking

src/
├── components/
│   ├── admin/          # Admin panel components
│   ├── auth/           # Auth guards (ProtectedRoute, AdminRoute)
│   ├── chat/           # AI chatbot
│   ├── dashboard/      # Dashboard widgets
│   ├── invoice/        # Invoice editor components
│   ├── layout/         # App shell (header, sidebar)
│   ├── onboarding/     # Tutorial components
│   ├── pdf/            # PDF document components
│   ├── reports/        # Report sub-components
│   ├── scanner/        # Barcode scanner
│   └── ui/             # shadcn/ui components
├── contexts/
│   └── AuthContext.tsx # Authentication provider
├── hooks/              # Custom React hooks
├── i18n/               # Internationalization
│   └── translations/   # Language files
├── lib/                # Utilities
├── pages/              # Route components
├── stores/             # Zustand stores
├── types/              # TypeScript types
└── utils/              # Helper functions

supabase/
└── functions/
    ├── ai-assistant/      # AI chatbot backend
    └── send-invoice-email/# Email sending

Inw Invoices is a comprehensive invoicing and inventory management solution featuring:

• ✅ Full invoicing lifecycle (Draft → Finalized → Paid)
• ✅ Quotations with invoice conversion
• ✅ Purchase orders and bills
• ✅ Delivery challans
• ✅ Recurring invoice automation
• ✅ Real-time inventory tracking with batches
• ✅ Complete GST compliance (GSTR-1, GSTR-3B)
• ✅ Professional PDF generation
• ✅ Email and WhatsApp sharing
• ✅ Multi-language support (EN/HI/BN)
• ✅ Full accessibility (WCAG compliant)
• ✅ Keyboard-first navigation
• ✅ AI-powered assistant
• ✅ Admin panel for user management
• ✅ Mobile-responsive design
• ✅ Dark/Light theme support
• ✅ Offline capability foundations

Total Pages: 29
Total Components: 100+
Custom Hooks: 27
Database Tables: 21
Edge Functions: 2

Last updated: March 2026