Pesaflow

Pesaflow is a comprehensive financial management and payment workflow platform designed to streamline customer, organization, and payment management for businesses in Kenya and beyond. It integrates customer management, organizational management, payments (including M-Pesa integration), notifications, and analytics dashboards into a single, easy-to-use Django-based application.

The platform is built to help businesses track customers, manage organizations, process payments, generate invoices, configure integrations, and send notifications efficiently while maintaining modularity for easier scaling and maintenance.

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Project Structure

│pesaflow/
├── accounts/
│   ├── migrations/
│   │   └── __init__.py
│   ├── templates/
│   │   └── accounts/
│   │       ├── login.html
│   │       ├── register.html
│   │       ├── profile.html
│   │       ├── change_password.html
│   │       ├── password_reset.html
│   │       └── password_reset_confirm.html
│   ├── __pycache__/
│   ├── admin.py
│   ├── apps.py
│   ├── models.py
│   ├── permissions.py
│   ├── serializers.py
│   ├── tests.py
│   ├── urls.py
│   ├── views.py
│   └── __init__.py
├── customers/
│   ├── migrations/
│   │   └── __init__.py
│   ├── templates/
│   │   └── customers/
│   │       ├── create.html
│   │       ├── detail.html
│   │       ├── edit.html
│   │       ├── groups.html
│   │       ├── import.html
│   │       └── list.html
│   ├── __pycache__/
│   ├── admin.py
│   ├── apps.py
│   ├── models.py
│   ├── permissions.py
│   ├── serializers.py
│   ├── tests.py
│   ├── urls.py
│   ├── views.py
│   └── __init__.py
├── integrations/
│   ├── migrations/
│   │   └── __init__.py
│   ├── templates/
│   │   └── integrations/
│   │       ├── create.html
│   │       ├── detail.html
│   │       ├── list.html
│   │       ├── logs.html
│   │       └── mpesa_config.html
│   ├── __pycache__/
│   ├── admin.py
│   ├── apps.py
│   ├── models.py
│   ├── permissions.py
│   ├── serializers.py
│   ├── tests.py
│   ├── urls.py
│   ├── views.py
│   └── __init__.py
├── notifications/
│   ├── migrations/
│   │   └── __init__.py
│   ├── templates/
│   │   └── notifications/
│   │       ├── sent/
│   │       │   └── list.html
│   │       └── templates/
│   │           ├── create.html
│   │           ├── edit.html
│   │           └── list.html
│   ├── __pycache__/
│   ├── admin.py
│   ├── apps.py
│   ├── models.py
│   ├── permissions.py
│   ├── serializers.py
│   ├── tests.py
│   ├── urls.py
│   ├── views.py
│   └── __init__.py
├── organizations/
│   ├── migrations/
│   │   └── __init__.py
│   ├── templates/
│   │   └── organizations/
│   │       ├── create.html
│   │       ├── detail.html
│   │       ├── edit.html
│   │       ├── list.html
│   │       ├── members.html
│   │       └── settings.html
│   ├── __pycache__/
│   ├── admin.py
│   ├── apps.py
│   ├── models.py
│   ├── permissions.py
│   ├── serializers.py
│   ├── tests.py
│   ├── urls.py
│   ├── views.py
│   └── __init__.py
├── payments/
│   ├── migrations/
│   │   └── __init__.py
│   ├── templates/
│   │   └── payments/
│   │       ├── create.html
│   │       ├── detail.html
│   │       ├── initiate_mpesa.html
│   │       ├── list.html
│   │       ├── invoices/
│   │       │   ├── create.html
│   │       │   ├── detail.html
│   │       │   ├── list.html
│   │       │   └── send.html
│   │       └── plans/
│   │           ├── create.html
│   │           ├── detail.html
│   │           └── list.html
│   ├── __pycache__/
│   ├── admin.py
│   ├── apps.py
│   ├── models.py
│   ├── permissions.py
│   ├── serializers.py
│   ├── tests.py
│   ├── urls.py
│   ├── views.py
│   └── __init__.py
├── pesaflow/
│   ├── __pycache__/
│   ├── asgi.py
│   ├── settings.py
│   ├── urls.py
│   ├── wsgi.py
│   └── __init__.py
├── static/
│   ├── css/
│   │   ├── style.css
│   └── js/
│       └── main.js
├── staticfiles/
├── templates/
│   ├── base/
│   │   ├── base.html
│   │   ├── navbar.html
│   │   ├── sidebar.html
│   │   ├── footer.html
│   │   └── messages.html
│   ├── index.html
│   ├── admin_dashboard.html
│   ├── business_dashboard.html
│   └── customer_dashboard.html
├── .env
├── fix_all_imports.py
├── manage.py
└── requirements.txt

---
## Features
Accounts Management: Registration, login, password reset, profile, and security.

Customer Management: CRUD operations for customers, group management, and data import.

Payments: M-Pesa integration, payment plans, and invoice management with sending capabilities.

Organizations: Manage multiple organizations, members, and organization-specific settings.

Integrations: Configure external integrations, including M-Pesa API, and view logs.

Notifications: Send notifications to users and track sent messages.

Dashboards: Admin, business, and customer dashboards with real-time metrics.

Modular Architecture: Each app is independent, making maintenance and scaling easier.

---
### Installation

Clone the repository:
git clone https://github.com/eKidenge/pesaflow.git
cd pesaflow

Create a virtual environment and activate it:
python -m venv venv
.\venv\Scripts\activate   # Windows
source venv/bin/activate  # Linux / Mac