Westforce - Australian Removals Company Management System

A comprehensive ERP system designed for single company management with hierarchical business lines, professional invoicing, and complete data portability.

🚀 Key Features

🏢 Single Company Architecture

• Secure single company management
• Independent data and configurations
• Optimized for single business operations

👥 Client & Service Management

• Advanced client management with soft-delete protection
• Service categorization (PERSONAL/BUSINESS)
• Automated payment tracking and remainder management
• Client service lifecycle management

🏗️ Hierarchical Business Lines

• Up to 3-level business structure
• Dynamic business line management
• Revenue and client analytics per business line
• Flexible business organization

💰 Professional Invoicing System

• Complete invoice generation with PDF support
• Single company invoice management
• Professional invoice templates
• Invoice item management with tax calculations

💸 Expense Management

• Categorized expense tracking
• Monthly and yearly expense analytics
• Receipt attachment support
• Business expense reporting

📊 Data Export & Portability

• Complete data portability system with 4 export formats:
  • CSV: Professional tabular format with section headers
  • Excel: Multi-sheet workbooks with professional styling
  • ZIP: Individual CSV files per data type
  • JSON: Structured data for API integration
• Company-level data export with metadata
• Professional export interface integrated in navigation

🎛️ Advanced Dashboard

• Real-time business metrics
• Revenue and expense analytics
• Client and service overview
• Business performance indicators

🏗️ System Architecture

Applications Structure

apps/
├── authentication/     # User authentication and management
├── core/              # Core utilities and export system
│   ├── exporters/     # Data export engines (CSV, Excel, ZIP, JSON)
│   ├── services/      # Export registry and serialization
│   └── management/    # Production management commands
├── accounting/        # Client and service management
├── business_lines/    # Hierarchical business structure
├── invoicing/         # Professional invoicing system
├── expenses/          # Expense tracking and categorization
└── dashboard/         # Analytics and reporting dashboard

🛠️ Technology Stack

• Backend: Django 4.2 LTS (Long Term Support)
• Database: PostgreSQL 12+ with single company architecture
• Export System: openpyxl 3.1.2 for Excel generation
• PDF Generation: ReportLab 4.0.7
• Production: Gunicorn + WhiteNoise
• Frontend: Django Templates with Alpine.js components

📋 Requirements

• Python 3.8+
• PostgreSQL 12+
• Docker (recommended for development)

🚀 Quick Start

Development with Docker

1. Clone the repository

   git clone https://github.com/gmartincor/westforce.git
   cd westforce

2. Start with Docker

   docker-compose up -d

3. Access the application

   • Main application: http://localhost:8001
   • Admin interface: http://localhost:8001/admin

Manual Installation

1. Create virtual environment

   python -m venv venv
   source venv/bin/activate  # On macOS/Linux
   # or
   venv\Scripts\activate     # On Windows

2. Install dependencies

   pip install -r requirements.txt

3. Configure database

   createdb westforce
   cp .env.example .env
   # Edit .env with your database configuration

4. Run migrations

   python manage.py migrate

5. Create admin user

   python manage.py create_single_user --interactive

6. Start development server

   python manage.py runserver

🔧 Production Deployment

Using Docker

docker-compose -f docker-compose.prod.yml up -d

Manual Production Setup

1. Set production environment

   export DJANGO_SETTINGS_MODULE=config.settings.production

2. Initialize production

   python manage.py check_production_ready
   python manage.py init_production

3. Start with Gunicorn

   gunicorn config.wsgi:application --config gunicorn.conf.py

📊 Data Export System

The system includes a comprehensive data portability solution:

Export Formats

• CSV: Single file with section headers (=== TABLE_NAME ===)
• Excel: Multi-sheet workbook with professional styling
• ZIP: Individual CSV files compressed
• JSON: Structured data with metadata

Export Coverage

• Client information and statistics
• Service details and payment history
• Business line hierarchy and analytics
• Company and invoice data
• Expense categories and records
• Application configuration and metadata

Usage

Access via navigation menu → "Export Data" → Select format → Download

🧪 Management Commands

# Production readiness check
python manage.py check_production_ready

# Initialize production environment
python manage.py init_production

# Verify single-user setup
python manage.py verify_single_user_migration

# Reset migrations (development only)
python manage.py reset_migrations_after_sync

📁 Project Structure

westforce/
├── apps/                   # Django applications
├── config/                 # Project configuration
├── templates/              # Global templates
├── static/                 # Static files
├── media/                  # User uploaded files
├── scripts/                # Deployment scripts
├── requirements.txt        # Python dependencies
├── docker-compose.yml      # Docker development setup
├── Dockerfile             # Container configuration
└── manage.py              # Django management script

🤝 Contributing

1. Fork the repository
2. Create a feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

🔗 Links

• Repository: https://github.com/gmartincor/westforce
• Issues: https://github.com/gmartincor/westforce/issues
• Releases: https://github.com/gmartincor/westforce/releases

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Developed with ❤️ for Australian removals companies