From c71c19ec03b947e0d1ec04275c6f4cfe2d0626f0 Mon Sep 17 00:00:00 2001 From: StillHammer Date: Tue, 30 Dec 2025 16:41:28 +0700 Subject: [PATCH] Prepare for GitHub mirror - English README, LICENSE MIT, clean gitignore --- .gitignore | 8 ++--- LICENSE | 21 ++++++++++++ README.md | 97 +++++++++++++++++++++++++++++------------------------- 3 files changed, 77 insertions(+), 49 deletions(-) create mode 100644 LICENSE diff --git a/.gitignore b/.gitignore index 25dadf3..afbdd0a 100644 --- a/.gitignore +++ b/.gitignore @@ -16,11 +16,9 @@ Thumbs.db Desktop.ini # Backups -.vba_backups/ *.bak +*_backup_*.xlsm -# Claude Code +# Local config +.mcp.json .claude/ - -# MCP config (contains no secrets but local) -# .mcp.json diff --git a/LICENSE b/LICENSE new file mode 100644 index 0000000..0008ae1 --- /dev/null +++ b/LICENSE @@ -0,0 +1,21 @@ +MIT License + +Copyright (c) 2025 Alexis Trouve + +Permission is hereby granted, free of charge, to any person obtaining a copy +of this software and associated documentation files (the "Software"), to deal +in the Software without restriction, including without limitation the rights +to use, copy, modify, merge, publish, distribute, sublicense, and/or sell +copies of the Software, and to permit persons to whom the Software is +furnished to do so, subject to the following conditions: + +The above copyright notice and this permission notice shall be included in all +copies or substantial portions of the Software. + +THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR +IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, +FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE +AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER +LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, +OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE +SOFTWARE. diff --git a/README.md b/README.md index 14618f4..1cefb5e 100644 --- a/README.md +++ b/README.md @@ -1,62 +1,71 @@ # Freelance Dashboard -Dashboard KPI Excel - Suivi d'activite freelance +Excel KPI Dashboard for freelance activity tracking - Revenue, time tracking, clients with pivot tables, charts and VBA automation. -## Vision +## Features -Dashboard visuel pour suivre son activite freelance (temps, revenus, clients) en un coup d'oeil. +- **Structured Data Tables** - Clients, time entries, revenue tracking +- **Dynamic KPIs** - Total revenue, hourly rate, active clients, top client +- **Pivot Tables** - Revenue by client, by month, hours by project +- **Interactive Charts** - Pie chart, bar charts, trends +- **Slicers** - Filter by client and period +- **VBA Automation** - One-click refresh, rebuild dashboard +- **Professional Design** - Clean layout, conditional formatting -**Public cible:** Freelances, independants -**Lien portfolio:** Complementaire a TimeTrack Pro (Access = saisie, Excel = visualisation) +## File Structure -## Status - -| Phase | Description | Status | -|-------|-------------|--------| -| 1 | Structure fichier + tables | En attente | -| 2 | Formules KPIs | En attente | -| 3 | Tableaux croises dynamiques | En attente | -| 4 | Graphiques | En attente | -| 5 | Dashboard layout + slicers | En attente | -| 6 | Design polish + donnees demo | En attente | -| 7 | Tests + documentation | En attente | - -## Fonctionnalites V1 - -- [x] Saisie des donnees (heures, revenus, clients) -- [x] KPIs principaux (CA, heures, taux horaire moyen) -- [x] Graphiques dynamiques -- [x] Filtres par periode / client / projet -- [x] Mise en forme pro - -## Structure du fichier - -| Onglet | Contenu | -|--------|---------| -| Dashboard | Vue principale avec KPIs et graphiques | -| Data_Temps | Table des entrees de temps | -| Data_Revenus | Table des paiements recus | -| Data_Clients | Liste clients avec infos | -| Config | Parametres (annee, taux par defaut) | +| Sheet | Content | +|-------|---------| +| Dashboard | Main view with KPIs, charts and slicers | +| Data_Clients | Client list (ID, name, sector, start date) | +| Data_Temps | Time entries (date, client, project, hours) | +| Data_Revenus | Revenue entries (date, client, amount, type) | +| Config | Settings (year, default rate, objectives) | +| TCD_Data | Pivot tables data | ## KPIs -- CA Total -- CA Mois en cours -- Heures totales -- Taux horaire moyen -- Nb clients actifs -- Top client -- Heures cette semaine +- Total Revenue +- Current Month Revenue +- Total Hours +- Average Hourly Rate +- Number of Active Clients +- Top Client (by revenue) +- Hours This Week +- Unique Projects Count + +## VBA Macros + +| Macro | Description | +|-------|-------------| +| `RefreshDashboard` | Recalculates formulas and refreshes pivot tables | +| `QuickRefresh` | Silent refresh (no message) | +| `RebuildAll` | Rebuilds entire dashboard from scratch | +| `CreatePivotTables` | Creates/recreates pivot tables | +| `CreateCharts` | Creates/recreates charts | +| `CreateSlicers` | Creates/recreates slicers | +| `ApplyDesign` | Applies professional formatting | ## Screenshots -*(A venir)* +*Coming soon* -## Auteur +## Requirements + +- Microsoft Excel 2016+ (or Microsoft 365) +- Macros enabled for VBA features + +## Usage + +1. Open `FreelanceDashboard.xlsm` +2. Enable macros when prompted +3. Add your data in Data_Clients, Data_Temps, Data_Revenus +4. Press `Alt+F8` and run `RefreshDashboard` to update + +## Author Alexis Trouve - alexistrouve.pro@gmail.com ## License -Proprietary - Demo Project +MIT License - See [LICENSE](LICENSE) file