BrainStorm™ CRM is a Firebase-backed operational CRM focused on order-level control. A single client phone can have multiple order IDs, each with independent status, debt, note history, and lifecycle actions.
Core Structure
Each order ID is its own financial + interaction record.
Financial Logic
AT is agreement total. Debt tracks unpaid amount. Bank net uses Profit Net minus debt.
Risk Layer
Debt/overdue approvals, gone restrictions, transfer controls, and deletion verification.
Device Coverage
UI and workflows are designed to stay usable on desktop and phone.
- Create or load an order in Add/Edit Order.
- Use Global Search to open exact order cards and perform actions.
- Resolve debt and promised date before communication.
- Open Blue-Lux Dashboard for financial overview and monthly operations.
- Use Quick Delivery Note for secure PDF output by client phone.
Recommended daily rhythm: Due Risk review -> Debt actions -> Profit Net audit -> Delivery/collection tasks.
Blue-Lux is the command view for operational and financial visibility. It provides action buttons and compact metrics tuned for fast decisions.
Top action controls
- Profit Net Audit: detect orders requiring profit entry actions.
- Due Risk: open overdue/next-3-days monitor.
- Send Financial: launch branded financial messaging workflow.
Metric meaning
- Turnover: total booked sales.
- Debt Total: current unpaid amount.
- Net Profit In Bank: Profit Net minus Debt Total.
- Collection Rate: collected versus booked.
Field conventions
- Phone + Name: order-level client identity.
- Email: product email (account/service email).
- Other Contact Info: client real contact info/email.
- Agreement Total (AT): commercial total agreed with client.
- Debt: unpaid amount; promised date is required if debt is above zero.
- Private Note: interaction timeline and audit trail.
Validation guard: debt above 0 cannot be saved without a valid promised payment date.
Search supports order ID, phone, name, product email, and client real email. Gone records are hidden by default and can be revealed on demand.
- Global exact-match indicator appears above results.
- Gone orders use red visual treatment for immediate risk signaling.
- Debt/overdue approval can appear before continuation.
Global Search debt/overdue popup excludes already gone orders from approval matches.
6) Debt and Overdue Management
| Action |
Result |
Operational Note |
| Save Debt |
Updates debt + promised date. |
Recomputes client debt total and keeps note timeline. |
| Mark Debt Paid (set 0) |
Debt becomes 0, promised date cleared. |
Uses confirmation and audit re-arm for profit checks. |
| Debt/Overdue Guard |
Requires explicit approval before risky continuation. |
Popup includes issue type and recommended order to review. |
- If debt is unpaid, gone action must pass debt-decision flow.
- Reactivate returns order to active operation paths.
- Gone status blocks delivery/product communication channels.
Gone means communication forbidden for delivery/expiring/debt templates. Only global financial messaging remains allowed.
8) Transfer Subscription To New Client
Transfer is treated as high-risk. The process creates a new order ID for the new client while preserving old order history and logging transfer metadata.
- Critical warning + old-order gone approval are required.
- New phone lookup can prefill known client identity, but manual override is supported.
- Password artifacts are moved to the new order note trace when applicable.
- Old order remains intact with transfer-out interaction block.
9) Delivery and Messaging
Quick Delivery Note
- Generate branded local PDFs by phone lookup.
- Supported types include Delivery, Debt, Final Debt, Expired, and Expiring.
Send Financial
- Produces professional financial message outputs for WhatsApp, email, and PDF.
- Includes official links and support channels.
- Runs debt/overdue approval checks before sensitive continuation where required.
BrainStorm uses a unified queue to coordinate toasts, confirm dialogs, and floating cards so one flow does not kill another.
- Profit Net Audit notification: points to orders needing profit capture.
- Due Risk Monitor: checks overdue and next 3 days every 40 seconds.
- Due Risk order IDs are clickable and jump directly to Global Search results.
- High-priority approval modals hold lower-priority popups until resolved.
Monthly Financials section aggregates all month keys and remains vertically scrollable for compact operation on desktop and phone.
- Each month row exposes orders, revenue, collected, debt, profit net, and key rates.
- Secure monthly PDF export is available per month.
- Month detail includes top products, top clients, worst debt, and biggest profit contributors.
- Net-in-bank tracking follows: Profit Net - Debt.
| Operation |
Protection |
Requirement |
| Debt / Overdue continuation |
Risk approval popup |
User approval before proceed |
| Delete order |
Two-step confirmation |
Exact order ID confirmation at final step |
| Mark gone with debt |
Debt decision gate |
Required note + explicit decision |
| Transfer subscription |
Critical authorization flow |
Old-order gone approval + transfer confirmation |
Buttons appear blocked
- Finish active high-priority modal (debt/approval) first.
- Check for queued dialog waiting after current confirmation.
- Verify if order is gone (many actions are intentionally blocked for gone).
Monthly section appears empty
- Reset filters (status/date/debt/zero/negative).
- Reload cache and reopen Blue-Lux panel.
- Check that date fields exist for grouped month keys.
Communication cannot proceed
- Review guard popup and use Go To Order ID for direct remediation.
- Resolve debt or overdue constraints before sending delivery-related communication.
Use structured notes, follow approval flows, and keep debt/profit entries synchronized with real-world cash movement.
