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Saar Biotech — Internal Systems Documentation

Internal knowledge base for everything built in the Infinity Plus platform: workflows, database schemas, integrations, and user guides.


Quick Navigation

Section What's Inside
Workflows How each business process works end-to-end
Schema & Data Dictionary Database tables, columns, and design decisions
Architecture How systems connect at a high level
User Guides Plain-language guides for non-technical staff
Integrations External connections and API setups
Runbooks Step-by-step operational procedures

Workflows

End-to-end documentation for each business process — covering the ToolJet UI, database interactions, and any integrations involved.

Document Description
Pre-Sales Order Approval How an order moves from creation through compliance checks to manufacturing release. Covers the ToolJet dashboard, document uploads, Flowable BPMN, and approval stages.
Proforma Invoice (PI) How the PI generator app works — draft save/load, GST routing (CGST/IGST), plate charges, HTML renderer, form fields, save flow, and PDF generation.

Schema & Data Dictionary

Database design, table definitions, and column-level documentation.

Document Description
Client, Agreement & Order Schema Full guide to the saar_biotech schema — clients, agreements, brands, orders. Includes design rationale, table definitions, triggers, enums, and common queries.
Proforma Drafts Schema Schema for tbl_proforma_drafts — the PI draft-saving table. Covers all columns and the full PI_DATA_JSON structure.
Data Dictionary Shared reference for tables used across multiple workflows.

Architecture

High-level design decisions and system diagrams.

Document Description
System Overview What Flowable, ToolJet, PostgreSQL, GCS, and BigQuery each do and how they connect.
Marketing Team Design Design decisions behind the tbl_marketing_team_member table structure.

User Guides

Plain-language guides written for non-technical staff who use the apps day-to-day.

Document Description
Pre-Sales Approver Manual How to use the Pre-Sales Approval Dashboard — reading statuses, resolving items, uploading documents, and approving orders.

Integrations

Document Description
Saar Profitability Sheet How the live profitability Google Sheet connects to BigQuery. Covers the custom SQL logic (SCD Type 2 history matching) and the structure of the monthly pivot tables.

Runbooks

(None documented yet)


Maintaining This Repo

  1. When something is built or changed — update the relevant doc in the same commit.
  2. After adding a new doc — add a row to the correct table above.
  3. This repo stays private at all times.