Coffee Staff Management

Coffee Staff Management — Project Documentation

1. Project Overview

Coffee Staff Management (CSM) is an Admin Dashboard designed to manage employees, schedules, attendance, payroll, and revenue for a coffee shop.

• Tech Stack:
  • Backend: .NET 10 (Web API), Entity Framework Core (PostgreSQL), MediatR (CQRS).
  • Frontend: React (Vite), TypeScript, TailwindCSS (assumed), ShadCN (assumed).
  • Database: PostgreSQL (csm_db).

2. Core Workflows

2.1 Authentication & Dashboard

• Actors: Admin (Manager).
• Flow: Admin logs in via username/password -> Dashboard.
• Dashboard: Displays general stats (Overview). Includes Sidebar/Header for navigation.

2.2 Employee Management (Employees)

• View: List of employees (#, Code, Name, Phone, CID, Gender, Salaries, DOB, HireDate, Status).
• Actions: Search, Add, Edit, Delete (Soft delete? Status toggle?).

2.3 Position & Shift Management (Positions, Shifts)

• Structure: Employees can have multiple roles, but system manages Roles -> Shifts.
• View: List of Positions (Name, Shift Count, Status).
  • Expand: Show specific Shifts for that position (Name, Start/End Time).
• Actions: Manage Positions and their Shifts.

2.4 Scheduling (Schedules, ScheduleRequests)

• Employee View (Mobile/Public Page):
  • Login via Phone Number.
  • View weekly table -> Register for shifts (optional Note).
  • Submit -> Creates ScheduleRequest (status: pending).
• Admin View:
  • View all requests.
  • Action: Approve/Reject requests.
  • Result: Approved requests become Schedule records.
  • Calendar: View final weekly schedule.

2.5 Attendance (Attendance)

• Employee View:
  • Login via Phone Number -> Select Position -> "Check In" / "Check Out".
  • System records time.
• Admin View:
  • View attendance records (Status, Check-in/out times, Late/Early notes).
  • Data: Links Attendance -> Schedule -> Employee.

2.6 Payroll (Payrolls, PayrollDetails)

• Flow: Admin Selects Month/Year & Employee -> System calculates Salary.
• Calculation:
  • Based on Attendance (Total Hours * Role Salary).
  • +/- Rewards/Penalties.
  • Final: Save to Payrolls table.

2.7 Revenue & Expenses (Revenues, Transactions)

• Employee View (End of Shift):
  • Login via Phone -> Input Revenue (Cash, Bank, Expenses during shift).
  • System calculates Deviation (Expected vs Actual).
• Admin View:
  • View Daily/Monthly Revenue reports.
  • Manage Transactions (Income/Expense).

3. Database Schema (PostgreSQL)

Tables

• admin: System administrators.
• employees: Staff details. status (bool).
• positions: Job roles.
• shifts: Specific work times for positions.
• schedule_requests: Staff registration for shifts. status ('pending', 'approved', 'rejected').
• schedules: Official assigned shifts.
• attendance: Actual work logs. Links to schedules.
• reward_penalty_types: Config for bonus/fines.
• rewards_penalties: Applied records.
• payrolls: Monthly efficiency summaries.
• payroll_details: Breakdown by attendance/shift.
• revenues: Daily/Shift revenue reports.
• transactions: Income/Expense records.
• activities: System audit log.

4. Current Implementation Status (Backend)

• Architecture: Clean Architecture (Domain, Application, Infrastructure, API).
• Entities: Synchronized with PostgreSQL Schema.
• Features:
  • Employees (CRUD, Soft Delete).
  • Positions/Shifts (CRUD, Status field standardized).
  • Schedules (Request -> Approve cycle).
  • Attendance (Check-in/out).
  • Payroll (Weighted calculation, Rewards/Penalties).
  • Revenue/Transactions (Expense-aware Net, Deviation logic).

5. Project Roadmap (Completed)

1. Database: Fully synchronized and optimized.
2. Staff Portal: Mobile-first portal with phone verification completed.
3. UI/UX: Comprehensive Teal/Cyan standardization achieved across all pages.
4. Financials: Automated payroll and revenue tracking fully implemented.