Core Resources

Client Module

The Client entity is the absolute root node of our system's architecture. Before any financial interaction can occur (Invoicing, Payments, or Proposals), a Client object must exist. It is the core dependency that anchors all external business relationships.

System Entity Dependency Hierarchy

ClientThe parent entity (Client ID)

ProposalsReference the Client ID

InvoicesReference the Client ID

The Client ID is the mandatory parent reference for all child Proposal and Invoice objects.

Core Data Components

Unified Financial Ledger

Aggregates all successful transactions, mapping full payment history and lifetime value (LTV) directly to the individual client profile.

Activity & Project Monitoring

Tracks real-time status of associated proposals, provides oversight on completed projects, and logs recent interaction history.

Persistent Contextual Notes

Provides unstructured data storage for internal annotations, special requests, or persistent client-specific metadata needed during the service lifecycle.

Technical Constraint

The application layer must prevent users from navigating to ‘New Invoice’ or ‘Create Proposal’ forms until a valid Client object has been instantiated.