Storelytics

Offline-First Retail Finance Dashboard for iOS

Storelytics is a production-focused iOS app for small retailers to manage day-to-day operations in one place: inventory, ledger, CRM, recurring expenses, and accounting books.
It is designed with an offline-first architecture using SwiftData, with Supabase sync for multi-user and multi-business collaboration.

Why This Project

Small stores often use separate apps/sheets for sales, stock, and accounting. Storelytics combines all of that into one mobile workflow with reliable local-first performance and cloud sync.

Core Features

Authentication & User Management

• Supabase Auth sign up / sign in / sign out
• Local session restore on app launch
• User profile editing (name + avatar)
• Cloudinary image upload for profile photos

Multi-Business & Team Access

• Create multiple businesses per user
• Business switcher in dashboard
• Business member management (owner/admin/staff)
• Add members by email
• Invite flow for users who are not registered yet
• Role-based access patterns with Supabase RLS

Offline-First Data + Sync

• SwiftData as primary local store
• Local writes first, then queued cloud sync
• SyncQueue tracks create/update/delete operations
• Background sync loop (interval + lifecycle-triggered sync)
• Push + pull sync for all scoped business entities
• Conflict handling based on updated_at style timestamps

Dashboard (Home)

• Revenue/expense/profit overview
• 7-day revenue trend chart
• Week-over-week performance
• Low-stock and out-of-stock warnings
• Operational highlight cards

Stock Management

• Product CRUD (add/edit/delete)
• Numeric quantity input (no stepper-only pain)
• Cost price + selling price + stock quantity
• Low-stock threshold highlighting
• Inventory log generation on stock-affecting actions

Ledger

• Sale and expense entries
• Sale details: product, quantity, unit price, discount %
• Customer linkage for sales
• Edit and delete ledger entries
• Stock rollback on deleted sales
• Inflow/outflow summaries by date groups

Ledger Audit Trail

• Audit records for ledger edits/deletes
• Captures actor, before/after snapshots, reason
• In-app Audit History view

CRM (Growth)

• Customer profiles (name/phone/email/notes)
• Loyalty points tracking and event history
• Purchase history per customer
• Digital receipt generation and status tracking
• Receipt sharing payload support

Books & Accounting

• Embedded Books tab inside Ledger (Ledger/Books segmented view)
• Trial Balance
• Profit & Loss
• Balance Sheet
• Auto-generated journal entries from transactions
• Double-entry logic:
  • Sale: Dr Cash/AR, Cr Sales Revenue
  • Optional COGS layer for product-linked sales
  • Expense: Dr Expense Account, Cr Cash
• Backfill of missing journals for existing transactions

Auto-Ledger (Recurring Expenses)

• Create recurring monthly rules (rent, salary, utilities, etc.)
• Configurable posting day (1–28)
• Active/pause recurring rules
• Run Now action with user feedback
• Automatic posting on app activity + sync cycle

Tech Stack

• SwiftUI
• SwiftData
• Supabase (Auth + Postgres + RLS + RPC)
• Cloudinary (profile image upload)
• Charts (Apple Charts framework)

Project Structure

• Storelytics/Core → sync, auth, accounting, services
• Storelytics/Models → SwiftData models
• Storelytics/Views → feature screens (Dashboard, Ledger, Stock, CRM, Profile)
• SQL migration files at repo root

Supabase Tables Used

• profiles
• businesses
• business_members
• business_invites
• products
• transactions
• inventory_logs
• customers
• loyalty_events
• digital_receipts
• accounts
• journal_entries
• journal_lines
• ledger_audit_logs
• recurring_expenses
• plus auth.users (managed by Supabase)

Setup

1. Clone repository

git clone https://github.com/rishishAryal/Storelytics.git
cd Storelytics