Part of the Billy ecosystem.

Project Links: CRM for Billy App (Main Frontend) • API for Billy Web • API for Billy AI (LocalAI/Ollama)

CRM Pro, internally codenamed Billy, is a modern, intuitive Customer Relationship Management (CRM) and business administration tool designed specifically for small businesses. It provides a comprehensive suite of features to manage sales, purchases, inventory, employees, and gain valuable insights through advanced analytics and an integrated AI assistant powered by the Billy AI API.

The application features a clean, responsive interface built for both desktop and mobile devices, with backend connectivity to the Billy Web API for data management and the Billy AI API for conversational intelligence.

• Key Features

• Technology Stack

• Project Structure

• Getting Started

  • Prerequisites
  • Installation
  • Running the Application

• Core Components Overview

  • Dashboard (Home)
  • Administration
  • Billy IA Assistant
  • User Profile

• Contributing

• License

• Comprehensive Dashboard – A real-time overview of your business operations, powered by the Billy Web API, displaying key metrics such as total income, expenses, and stock alerts.
• Sales & Purchase Management – Seamless interaction with backend endpoints from the Billy Web API to create, view, and edit transactions.
• Inventory Control – Integrated stock monitoring and product management that syncs dynamically with backend data.
• Employee Management – Manage employee records and payroll details directly from the interface.
• AI-Powered Assistant (Billy IA) – Connects with the Billy AI API to enable conversational interactions, summarization, and smart business insights.
• AI-Driven Recommendations – Uses AI models hosted on the Billy AI API to analyze trends and forecast inventory needs.
• Advanced Analytics – Uses APIs from both web and AI services to visualize and interpret sales trends and operational performance.
• Responsive Design – A fluid, mobile-friendly layout ensuring accessibility across all devices.

This project integrates technologies from all parts of the Billy ecosystem:

• Frontend: React (TypeScript) with shadcn/ui for component styling.
• Styling: Tailwind CSS.
• Icons: Lucide React.
• Routing: React Router DOM.
• Backend Communication: Custom API service that interacts with both the Billy Web API and Billy AI API.
• AI & ML Services: AI endpoints for chat and summarization are handled through Billy AI API (LocalAI/Ollama integration).

src/
├── components/
│   ├── ui/                # Shared UI components from shadcn/ui
│   ├── AnalyticsModal.tsx # Connects to Billy Web API for insights
│   ├── billy/             # Billy Assistant and summaries
│   ├── DesktopSidebar.tsx
│   ├── EmployeeModal.tsx
│   ├── Layout.tsx
│   ├── MobileNav.tsx
│   └── ProductModal.tsx
├── hooks/
│   ├── use-mobile.ts
│   └── use-toast.ts
├── lib/
│   ├── api.ts       # Communicates with Billy Web and AI APIs
│   └── utils.ts     # Utility helpers
├── pages/
│   ├── Administration.tsx  # Interfaces with Billy Web API for admin tools
│   ├── Billy.tsx           # Chat UI powered by Billy AI API
│   ├── BillySummaries.tsx  # Uses summaries from Billy AI API
│   ├── Employees.tsx
│   ├── Home.tsx
│   ├── Inventory.tsx
│   ├── Recommendations.tsx # Fetches AI-driven purchase suggestions
│   └── Profile.tsx
└── App.tsx                 # Routing and global layout

• Node.js (v18+)

• npm, yarn, or pnpm

• Running instances of both:

  • Billy Web API → Handles CRUD for data
  • Billy AI API → Handles conversational AI and summarization

git clone https://github.com/danielara071/billy.git
cd billy
npm install

npm run dev

Then visit http://localhost:5173.

Ensure both backend servers (Web API and AI API) are active for full functionality.

Connects to the Billy Web API to visualize core metrics such as total income, expenses, and low-stock alerts.

Manages Employees, Inventory, and Recommendations, integrating CRUD operations from the Billy Web API and AI suggestions from the Billy AI API.

Powered by the Billy AI API, this conversational feature guides the user through structured interviews, logs daily activities, and generates markdown summaries via LocalAI.

Pulls and updates user and business information using endpoints from the Billy Web API.

Contributions are encouraged! Please open issues or pull requests in the respective repositories:

• Frontend: CRM for Billy App
• Backend (Web): API for Billy Web
• AI Engine: API for Billy AI

Licensed under the MIT License. Refer to the LICENSE file in each respective repository for details.