Nexora

Nexora is a modern ERP & CRM platform for managing customers, quotes, invoices, and payments—built with the MERN stack (MongoDB, Express.js, React, Node.js) and Redux.

Version: 4.1.0

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Brand

Product	Nexora
Mark	Stylized N with upward arrow + 2×2 accent grid
Assets	frontend/public/favicon.png, frontend/src/style/images/nexora-icon.png, frontend/src/style/images/nexora-logo.png

Color palette

Token	Hex	Use
Primary blue	#0061FF	Active nav, primary buttons, links
Purple	#8833FF	Accents, “updated” states
Success	#00D97E	Success / online / “new”
Warning	#FD7E14	Warnings / beta
Danger	#E63757	Errors / destructive actions
Text	#12263F	Headings & body
Muted	#6E84A3	Secondary labels
Surface	#F5F8FC	App background
Border	#E3EBF6	Dividers & card edges

UI theme tokens live in frontend/src/locale/Localization.jsx and frontend/src/style/partials/brand.css.

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Features

Dashboard & reports

• Monthly invoice, quote, and payment totals
• Unpaid amount and status performance
• Customer counts
• Recent invoices and quotes at a glance

Customer management

• Create, read, update, and delete customers (clients)
• Store name, country, address, phone, and email

Sales & invoicing

• Create and manage invoices with line items, tax, and status
• Record payments against an invoice
• Download invoice PDFs
• Send invoices by email
• Support for recurring invoice fields

Quotes

• Create and manage quotes
• Download quote PDFs and send by email
• Convert a quote into an invoice in one step

Payments

• Track payments linked to invoices and payment modes
• Download payment PDFs and send by email
• Configure payment modes (e.g. cash, wire transfer)
• Configure taxes (default 0% tax included after setup)

Settings & profile

• General, company, logo, currency/money format, and finance settings (document prefixes & numbering)
• Admin profile: update info, upload photo, change password

Authentication

• Login / logout with JWT
• Forgot password and reset password flow
• Protected API routes for authenticated users

State management

• Redux Toolkit for predictable, scalable client state

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Tech stack

Layer	Stack
Frontend	React 18, Vite 5, React Router 6, Redux Toolkit, Ant Design 5, Axios
Backend	Node.js, Express.js, Mongoose
Database	MongoDB (local or Atlas)
Auth	JWT, bcrypt
Extras	PDF (Pug + html-pdf), Resend (email), optional DigitalOcean Spaces / S3 uploads

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Project structure

nexora/
├── frontend/          # Nexora SPA (Vite) — default port 3000
├── backend/           # Express API — default port 8888
└── README.md

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Prerequisites

• Node.js 20+ (project engines pin 20.9.0; backend exits if Node major < 20)
• npm 10.x recommended
• MongoDB — local instance or MongoDB Atlas

Atlas tip: Under Network Access, allow your current IP (or 0.0.0.0/0 for local development). Resume the cluster if it is paused.

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Getting started

1. Backend

cd backend
npm install

Create backend/.env:

DATABASE="mongodb+srv://USER:PASSWORD@CLUSTER.mongodb.net/?appName=nexora"
JWT_SECRET="your_private_jwt_secret_key"
PORT=8888

Optional (email / cloud uploads):

RESEND_API=
PUBLIC_SERVER_FILE=
DO_SPACES_KEY=
DO_SPACES_SECRET=
DO_SPACES_URL=
DO_SPACES_NAME=
REGION=

Seed the database (admin user, settings, default tax & payment mode):

npm run setup

Start the API:

npm run dev
# or: npm start

API runs at http://localhost:8888.

2. Frontend

cd frontend
npm install

Create frontend/.env (local API is used automatically in Vite dev):

VITE_FILE_BASE_URL=http://localhost:8888/
VITE_BACKEND_SERVER=http://localhost:8888/

Start the UI:

npm run dev

App runs at http://localhost:3000 (browser title: Nexora).

Demo login (after npm run setup)

Field	Value
Email	admin@demo.com
Password	admin123

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Deployment (single server)

In production the backend serves the built frontend from frontend/dist, so the API and UI share one origin and one port — no CORS or separate frontend host needed.

Node host (Render, Railway, VPS, etc.)

From the repo root:

npm install        # installs backend + frontend deps
npm run build      # builds frontend → frontend/dist
npm start          # starts Express on $PORT (default 8888), serving API + UI

Set the backend env vars (DATABASE, JWT_SECRET, optional extras) in the host's dashboard. Run npm run setup once against a fresh database.

Docker

docker build -t nexora .
docker run -p 8888:8888 -e DATABASE="mongodb+srv://..." -e JWT_SECRET="..." nexora

Notes

• Leave VITE_BACKEND_SERVER empty for same-origin deploys. Set it (with a trailing /) only if the API is hosted on a different domain.
• FRONTEND_DIST overrides the path Express serves the UI from.
• Local development: npm run dev from the repo root starts the API (8888, nodemon) and the UI (3000, Vite) together; Ctrl+C stops both. Use npm run dev:backend or npm run dev:frontend to run one on its own.

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Main modules (UI routes)

Module	Path
Dashboard	/
Customers	/customer
Invoices	/invoice
Quotes	/quote
Payments	/payment
Payment modes	/payment/mode
Taxes	/taxes
Settings	/settings
Profile	/profile

Auth routes: /login, /forgetpassword, /resetpassword/:userId/:resetToken.

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Backend scripts

Script	Description
npm run dev	Start API with nodemon
npm start	Start API with Node
npm run setup	Seed admin, settings, tax, payment mode
npm run reset	Reset setup data

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Frontend scripts

Script	Description
npm run dev	Vite dev server (port 3000)
npm run build	Production build
npm run preview	Preview production build
npm run dev:remote	Dev against remote backend (VITE_DEV_REMOTE)

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API overview

Base URL: http://localhost:8888/api/

Auth

• POST /login
• POST /forgetpassword
• POST /resetpassword
• POST /logout (authenticated)

Entities (typical CRUD + helpers): client, invoice, quote, payment, paymentmode, taxes

• POST /:entity/create
• GET /:entity/read/:id
• PATCH /:entity/update/:id
• DELETE /:entity/delete/:id
• GET /:entity/list, /search, /filter, /summary

Notable extras

• Invoice / quote / payment: mail + PDF download
• Quote: GET /quote/convert/:id → convert to invoice

PDFs: GET /download/:directory/:file

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Troubleshooting

Issue	What to check
Login fails / connection refused	Backend running on port 8888?
DATABASE undefined / mongoose URI error	backend/.env exists and includes DATABASE
Atlas TLS / server selection error	Network Access IP allowlist; cluster not paused
Empty / invalid login after fresh DB	Run npm run setup in backend/

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License

Private project — update this section if you publish or redistribute.