Planheit Application

Overview

Planheit is a web-based application designed to streamline scheduling, client management, billing, and task tracking. Built with a clear separation between frontend and backend components, Planheit focuses on delivering a responsive and intuitive user experience. Its flexible structure makes it suitable for professionals and small teams looking to manage operational tasks efficiently through a single interface.

Features and Functionalities

1. User Authentication

Planheit includes a secure and straightforward authentication system:

• Login and Logout
  Users can log in and have their session persist via local storage. Logging out clears session and stored data.

• User Information Management
  The system supports storing and retrieving basic profile data, ensuring a personalized experience across the application.

2. Event Management

Users can create and manage calendar-based events with customizable options:

• Event Creation
  Events can be created using a form that captures the title, description, category, color coding, date/time, and recurrence options.

• Event Display
  Events are displayed in day, week, or month views. Users can easily browse and interact with their schedules.

• Event Notifications
  Optional reminders notify users of upcoming events.

3. Calendar Functionality

The calendar is a central tool in Planheit, helping users visualize their workload:

• Multiple Views
  Switch between daily, weekly, and monthly layouts.

• Color-Coded Categories
  Users can assign colors to different event types for quick identification.

• Mini Calendar
  A compact date selector for faster navigation.

4. Analytics

Users can access visual insights into client activity and revenue:

• Client Analytics
  View total spending and session counts per client.

• Dynamic Charts
  Data is visualized with pie, doughnut, or line charts to improve readability.

5. Bill Management

Planheit supports creating and organizing billing data:

• Bill Creation
  Bills are created through a modal form, capturing required details.

• Bill Display
  Bills are shown in a table for easy review.

• Filtering and Search
  Bills can be searched and filtered by status: paid, pending, overdue, or cancelled.

6. Client Management

Users can add, view, and organize client information:

• Client Creation
  A simple modal form collects essential client details.

• Client Display
  Clients appear in a sortable and searchable table view.

• Search and Filter
  Users can sort clients by gender or filter by custom criteria.

7. Session Management

Planheit provides a structured way to handle professional sessions:

• Session Creation
  New sessions are created using a modal input form.

• Session Display
  Sessions are presented in a table layout for quick scanning.

• Tab Navigation
  View sessions by status: scheduled, completed, or cancelled.

8. Todo Management

Tasks and reminders are managed through a lightweight todo system:

• Todo Creation
  Users can add tasks with key information using a modal form.

• Todo Display
  Tasks are grouped by date for a clean, chronological layout.

• Completion Tracking
  Tasks can be marked complete or pending and updated dynamically.

9. User Interface Components

Planheit is built using a set of reusable and accessible UI components:

• Modals – Used for all create/edit actions across features.

• Accordions – Helpful for toggling large or grouped content.

• Dropdowns – Used for selecting categories, users, or options.

Technologies Used

Frontend

• React – UI development using modular components.

• Redux – Manages global app state (auth, data, calendar).

• Tailwind CSS – Utility-first framework for styling.

• dayjs – Lightweight library for date/time formatting.

Backend

• Node.js + Express – RESTful API for managing all backend operations.

• MongoDB – Stores data for users, events, clients, sessions, and bills.

Deployment

• Designed to run on cloud platforms, supporting scalability and accessibility for various use cases.

Conclusion

Planheit is a comprehensive productivity platform designed to support users in managing time, clients, tasks, and financial records. With features like calendar views, visual analytics, and modular input forms, it brings structure and clarity to day-to-day operations. Whether you're an individual professional or managing a small practice, Planheit offers the tools to stay organized, efficient, and focused.