Client-specific CRM solution
📋 Project Status
Unfinished. A draft prototype is implemented. Future improvements and development are possible.
Custom CRM system for a transport and logistics company. Built with Django and PostgreSQL based on a technical specification from a potential client.
The main idea was to create a simple and lightweight CRM without overwhelming visuals, focused on practical logistics functions.
One of the key features was integration with a bank's API for real-time currency conversion and profit calculation in euros.
Although the project is not finalized, it was my first serious developer experience. It helped me learn a lot about architecture, Django ORM, and REST API design.
🧩 Key Features
- Managing clients, carriers, and third-party companies
- Creating and editing deals (up to 10 carrier offers per deal)
- Quotation tracking
- Document storage and filtering
- Profit calculation based on currency rates
- Date-based filtering: weekly, quarterly, half-year
- Search and TXT report export
- Visual calendar view
🛠️ Technologies Used
Backend: Python 3, Django, Django REST Framework
Database: PostgreSQL
Integrations: Bank API (currency rates)
Additional: HTMLCalendar, dateutil, Django ORM, file storage
📦 Architecture
- Model inheritance (Contragent, Operation)
- Separation of display, filtering, and processing logic
- DRF integration prepared for API expansion
- Custom currency module:
currency_parcer.py
📋 Info
Author: Liubov Kovaleva [@liuBA29]
Version: 0.1 (draft prototype)
Year: 2023
License: MIT
✨ Potential Improvements
- 🔄 Code optimization and removing duplication
- 📊 Enhanced analytics and visual reports
- 🔐 Authorization and role-based access
- 📦 Architecture cleanup and redesign
- 🌐 Improved user interface
⚠️ Note
This project was created upon request from a potential client who eventually lost interest. Nevertheless, I decided to publish it as a reminder of my first confident steps, my will to learn, and my passion for building meaningful tools.