OneFlow — Plan to Bill in One Place

OneFlow is a modular Project Management system designed for financial precision and operational clarity. It seamlessly integrates project planning, execution tracking, and automated billing into a unified, high-performance platform.

Table of Contents

1. Overview
2. Core Features
3. Architecture
4. Tech Stack
5. Project Structure
6. Getting Started
7. Database Layer
8. Deployment
9. License

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1. Overview

OneFlow addresses the fragmentation between project management and financial accounting. By bridging the gap from "Plan" to "Bill," it provides real-time visibility into project profitability, resource allocation, and cash flow.

It emphasizes:

• Financial Integrity: Real-time KPI tracking and automated invoice generation.
• Operational Clarity: Role-based access for Admins, Project Managers, and Team Members.
• Surgical Precision: Modular architecture built for extensibility and performance.

2. Core Features

• Integrated Billing: Direct conversion of timesheets and expenses into client invoices.
• Role-Based Workflows: Tailored dashboards for different organizational roles.
• Real-time Analytics: Live tracking of project margins and resource utilization.
• OCR-Powered Expense Management: Automated data extraction from vendor bills.
• Secure Onboarding: Robust invitation system and bulk user import capabilities.

3. Architecture

OneFlow follows a modern, layered architectural pattern:

Layer	Responsibility
UI (React / Next.js)	Responsive, editorial-grade interface with Prometheus design system.
Business Logic	Server-side validation, workflow orchestration, and financial calculations.
Data Access (Prisma)	Type-safe database queries and automated migrations.
Operational Scripts	Maintenance utilities for data seeding and system health checks.

4. Tech Stack

• Framework: Next.js 15+ (App Router)
• Styling: Tailwind CSS 4
• ORM: Prisma
• Database: PostgreSQL
• Auth: Custom JWT-based authentication
• OCR: OCR Space API integration
• Mailing: Nodemailer

5. Project Structure

.
├── prisma/                  # Database schema and migration history
├── public/                  # Static assets and system icons
├── scripts/                 # Operational and maintenance scripts
└── src/
    ├── app/                 # Next.js routes and API endpoints
    ├── components/          # Reusable UI components (Prometheus DS)
    ├── hooks/               # Custom React hooks for state management
    └── lib/                 # Core utilities, auth, and database client

6. Getting Started

Prerequisites

• Node.js ≥ 20.x
• pnpm ≥ 9.x
• PostgreSQL instance

Installation

git clone https://github.com/your-repo/one-flow.git
cd one-flow
pnpm install

Environment Configuration

Create a .env file in the root directory:

DATABASE_URL="postgresql://user:password@host:port/dbname"
JWT_SECRET="your-secure-jwt-secret"
NEXT_PUBLIC_APP_URL="http://localhost:3000"

# Optional: Email & OCR
EMAIL_USER="your-email@example.com"
EMAIL_APP_PASSWORD="your-app-password"
OCR_SPACE_API_KEY="your-api-key"

System Initialization

pnpm db:setup
pnpm dev

7. Database Layer

OneFlow uses Prisma as its primary ORM. The schema is optimized for relational integrity between tasks, timesheets, and financial documents.

• Migrations: Managed via prisma migrate.
• Seeding: Initialized via prisma/seed.js for base roles and system defaults.

8. Deployment

OneFlow is optimized for deployment on Vercel.

• CI/CD: Automatic deployments on push to main.
• Post-Deploy: Ensure pnpm prisma migrate deploy is part of the build pipeline.