CRM Module Development in CiviCRM

Greetings! I have had a great experience working with various contractors from the Philippines and am excited to do so again.

We are looking to hire someone to help us with our internal CRM which is still under development. We are "New Life", a non-profit Christian Church and Recovery Services organization that provides Recovery services in addition to assistance with housing and employment for members of our community.

We are in the process of building out CiviCRM to serve as our primary constituent (Client) management system. I have deployed it as a Drupal Extension on an Internal Ubuntu VM running MariaDB as the DB software. CiviCRM is an open-source CRM, specifically developed for non-profit organizations.

CiviCRM has a lot of extensions and features, even financial tracking features, but its not quite what we need and I have reached the extent of my expertise in developing the solution that we need. Here is an outline of what we need to accomplish.

Within CiviCRM, there is a Case Management system, where we can track Individual "Cases". Clients request Employment or Housing assistance from us, we submit their application to the state and upon approval, the state authorizes a specific amount of "Units" that can be used specifically for the Housing or Employment case. We need to track the Allocation and Utilization (Delivery) of these units.

What we need is the ability to track the allocation and use of these units and I have built out a bit of the structure that will be required to track these transactions. I have created a custom entity using an extension in CiviCRM that has the fields necessary to track these transactions. This entity will kind of act like a general ledger to track the deposit (allocation) of units, then each time a unit is used by a case manager, that will be logged using this custom entity. Then, at a certain time each month, we will need to generate a report used to bill the state for these units.

What we need is for these fields to be available on specific screens, such as when a new Activity is created in a case, we want the case manager to enter the number of units used for each interaction. On the activity screen, we want it to display the number of units Allocated, the number of units used, the number of units remaining, the start and end date of the unit allocation and the number of days remaining unit the units expire.

CiviCRM is very well documented especially when it comes to custom development, the API and even custom extensions.

I need someone who can work with me to create this custom capability to track Unit Allocation and Delivery.

This is currently a "Project" job, but if things go well, I could see working with you for many future projects.

The Ideal individual would know PHP, Drupal, MySql / MariaDB, Ubuntu and some experience working with a CRM.

We are looking to complete this project ASAP! Looking forward to working with you!