Estate Management Assistant

EMS (Estate Management System) is a modern, web-based all-in-one platform centralising contact management, expense tracking, mileage and time logging, and estate inventory management. Built with Next.js and React and powered by Supabase, EMS provides users with a comprehensive suite of tools to manage estate-related tasks efficiently.

Features

Address Book

• Maintain a detailed contact database
• Add, edit, and delete contacts
• Filter contacts by company and job title
• Responsive design for both desktop and mobile views

Expense Tracking

• Log and categorize expenses
• Attach receipts
• Track payment accounts
• Generate expense reports

Time Management

• Log time spent on estate-related activities
• Categorize time entries
• Track duration and add notes
• Generate time reports

Mileage Tracking

• Log vehicle mileage
• Track trip purposes and destinations
• Calculate total distance traveled
• Generate mileage reports

Item Management

Track and manage estate items with our comprehensive item management system.

Settings & Data Export

Customize your experience and export your data when needed.

Tech Stack

• Frontend Framework: Next.js 14 with React
• Database & Authentication: Supabase
• Deployment: Vercel
• UI Components: Tailwind CSS with shadcn/ui
• Form Management: React Hook Form
• Date Handling: date-fns
• Notifications: Sonner
• Icons: Lucide React

Database Structure

The application uses Supabase as its backend, with the following main tables:

Core Tables

• profiles: User profiles with basic information
• contacts: Address book entries
• expenses: Expense records
• time_logs: Time tracking entries
• mileage_logs: Vehicle mileage records

Lookup Tables

• payment_accounts: Available payment methods
• time_types: Categories for time entries
• trip_reasons: Purpose categories for trips
• item_locations: Location options for items
• item_owners: Owner categories for items
• item_statuses: Status options for items

Each table supports soft deletion with a deleted_at timestamp and includes audit fields (created_at, updated_at).

Getting Started

1. Clone the repository
2. Install dependencies:

   npm install

3. Set up your Supabase project and add the credentials to .env.local
4. setup the database auth using the following command:

   create table public.profiles (
   id uuid primary key default gen_random_uuid(),
   user_id uuid references auth.users(id) on delete cascade,
   first_name text,
   last_name text,
   email text,
   created_at timestamp with time zone default now()
   );
   
   create or replace function public.handle_new_user()
   returns trigger
   language plpgsql
   security definer set search_path = public
   as $$
   begin
   insert into public.profiles (user_id, email, first_name, last_name)
   values (
           new.id,
           new.email,
           (new.raw_user_meta_data->>'first_name'),
           (new.raw_user_meta_data->>'last_name')
       );
   return new;
   end;
   $$;
   
   
   create trigger on_auth_user_created
   after insert on auth.users
   for each row
   execute procedure public.handle_new_user();

5. setup the database tables using the schema in db.sql
6. Run the development server:

   npm run dev