PROMIS

Business context

PROMIS is used for the sales and finance operations of property developers: company and project context, unit booking, customer and agent workflows, receivables and payables, cash and bank, accounting, and general ledger reporting. Users can work across more than one company or project, but each request remains scoped to the selected operational context.

The core business flow connects a property sale to its financial consequences. Booking and customer data need to remain traceable as receivables, payments, journals, and reports move through their respective operational states.

The challenge

A property sale affects more than a booking record: it touches the selected company/project boundary, unit and customer state, receivables, payments, accounting journals, and reports. The challenge was keeping those data boundaries and financial traceability intact, while allowing corrections without losing the transaction history.

Solution design

• Company/project session context determines tenant, role, permissions, and data scope.
• Frontend route guards and backend middleware that require a valid selected context before business routes can be used.
• Tenant-scoped business queries using active company and project boundaries.
• Sales workflow for unit booking, customers, and agents within the active company/project context.
• Receivables, payables, cash, and bank flows that connect sales operations to finance.
• Finance process-to-posting: pending transaction, validation, posting, accounting journal, reporting, and controlled unpost.
• Traceable journal and general ledger records that link operational transactions to accounting reports.