IPEC Expense Manager

The Official Expense Tracking & Reimbursement Portal for IPEC Consulting

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📌 Overview

IPEC Expense Manager is a comprehensive, progressive web application (PWA) designed to streamline financial operations for the International Process Excellence Council. It facilitates seamless expense submission for employees and provides robust approval workflows for administrators — all with offline capability and real-time sync.

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✨ Features

👤 Employee Portal (emp.html)

• Dashboard — View total paid/pending claims at a glance
• Create Claim — Modal form with receipt upload (ImageKit/Firebase), multi-currency support, and expense categorization
• Claim History — Searchable list of all submitted claims with status badges
• Profile Management — Edit personal details and download personal data (GDPR-ready)

🛡️ Admin Command Center (admin.html)

• Approval Workflow — Review pending claims, view receipts, and Approve/Reject with comments
• Analytics — Visual charts (Chart.js) for spending by category/month
• User Management — Add/Edit/Remove system users and assign roles
• Project Management — Create and manage billing codes/projects
• Audit Logs — Detailed timeline of all system actions for compliance

🌐 Platform

• PWA — Installable on Android, iOS, Windows, and macOS with full offline support
• Role-Based Access Control — Separate, secure portals for Employees and Administrators
• Real-Time Sync — Instant updates via Firebase Firestore
• AI Assistant — Built-in AI chatbot for policy queries and support
• Direct Chat — Integrated messaging system for internal communication
• PDF Reports — Generate and download expense reports as PDF

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🛠️ Tech Stack

Layer	Technology
Frontend	HTML5, Vanilla JavaScript (ES6+), Tailwind CSS
Backend	Firebase (Firestore, Auth, Storage, Cloud Functions)
Media Storage	ImageKit.io
Charts	Chart.js
PDF Export	html2pdf.js
Hosting	Netlify
PWA	Service Worker (Network-first + Cache-first strategies)

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🚀 Getting Started

Prerequisites

• A modern browser (Chrome, Edge, Firefox, or Safari)
• A Firebase project with Firestore, Auth, and Storage enabled
• Node.js (only required for Cloud Functions in /functions)

Installation

1. Clone the repository

   git clone https://github.com/your-username/expense-tracker.git
   cd expense-tracker

2. Deploy Cloud Functions (optional)

   cd functions
   npm install
   firebase deploy --only functions

3. Run locally

   Serve the project using any static file server:

   npx serve .

   Then open http://localhost:3000 in your browser.

4. Deploy to Netlify

   Push to your connected GitHub repo — Netlify will auto-deploy. The _redirects file handles SPA routing automatically.

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📂 Project Structure

├── assets/
│   └── images/              # All image assets
│       ├── ipec.jpg         # Brand logo (PWA icon, apple-touch-icon)
│       ├── cropped-ipec-logo-32x32.png  # Favicon
│       └── s1.png, s2.png, s3.png       # PWA screenshots
│
├── css/
│   └── common.css           # Shared styles
│
├── js/
│   ├── theme.js             # Dark/Light mode toggle
│   ├── utils.js             # Shared utility functions
│   ├── admin-helper.js      # Admin-specific calculations
│   ├── ai-support.js        # AI chatbot widget logic
│   ├── firebase-config.js   # Firebase initialization
│   ├── spam-filter.js       # Spam detection for messaging
│
├── scripts/                 # Build & maintenance scripts (Python)
│   ├── make_common_css.py
│   ├── update_admin_emp.py
│   └── update_index.py
│
├── functions/               # Firebase Cloud Functions
│   ├── index.js
│   └── package.json
│
├── index.html               # Landing page (public entry point)
├── emp.html                 # Employee portal
├── admin.html               # Admin command center
├── 404.html                 # Custom "Page Not Found"
├── offline.html             # Offline fallback page
│
├── sw.js                    # Service worker (PWA)
├── firebase-messaging-sw.js # FCM worker
├── manifest.json            # Web App Manifest
├── firestore.rules          # Firestore security rules
│
├── .well-known/             # security.txt
├── robots.txt, sitemap.xml  # SEO
├── _redirects               # Netlify routing
├── feed.xml, opensearch.xml # RSS & search
├── browserconfig.xml        # Windows tile config
├── humans.txt               # Team credits
└── LICENSE                  # MIT License

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🔒 Security

• Firebase Rules — Firestore rules (firestore.rules) ensure authenticated access only
• Security Policy — Standardized security.txt in .well-known/
• Input Validation — Spam filtering on messaging features

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🤝 Contributing

Contributions are welcome! To get started:

1. Fork this repository
2. Create a feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

Please ensure your code follows the existing style and conventions.

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📄 License

This project is licensed under the MIT License — see the LICENSE file for details.

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Made with ❤️ by Mitanshu Bhasin for IPEC Consulting
© 2026 International Process Excellence Council. All Rights Reserved.