Peppermint Systems
Business rules, design reasoning and implementation references for Peppermint's CRM, delivery, invoicing and reporting systems. For everyday staff actions, use the Peppermint Handbook.
Business Rules
The business rules overview connects the rules to staff procedures and their technical implementation.
- Workflow register: business events, records that change, and their implementation references.
- MSP billing rules and billing rationale: charge ownership, seat quantities, recurrence and draft review boundaries.
- MSP contact lifecycle: contact events and their effects on Seats.
- Deals and delivery and Deals module: sales handoff and delivery state.
- Reporting assumptions and commercial margin calculations: the meaning and limits of report figures.
Design and Planned Work
The design overview distinguishes planned work from current operating behavior.
The commercial services design explains the intended model and identifies its implemented baseline. Its delivery plan records remaining work and acceptance checks. Planned behavior is not an instruction to change the current billing workflow.
Engineering
Use the engineering overview to follow the path from development setup to the relevant integration.
- Development setup
- Flask architecture
- Xero and CRM invoice integration
- Documentation authoring and publishing
Maintenance and Migrations
The maintenance overview groups reviewed administrative operations by purpose.
These references are for process owners and technical operators carrying out reviewed configuration or maintenance work:
- MSP record maintenance
- Project invoice reconciliation
- Product costing categories
- Commercial margin implementation
- Staff cost configuration
Reports and API References
The reports overview links interpretation, calculations and models. The API references index external Zoho and Deluge documentation.
Dated investigations and completed migration evidence remain in the repository's notes and archive, outside the published sites. Repository links require repository access.