# Freelance Dashboard - Instructions pour Claude

## Projet

Freelance Dashboard - Dashboard KPI Excel pour suivi d'activite freelance.

## Status: En attente de developpement

## MCP VBA Server

Ce projet utilise **VBA MCP Server v0.6.0+** pour l'automatisation.

### Outils Disponibles pour Excel

| Outil | Description | Usage |
|-------|-------------|-------|
| `get_worksheet_data` | Lit donnees d'une feuille | Lecture donnees |
| `set_worksheet_data` | Ecrit donnees/formules | Peupler tables, KPIs |
| `list_excel_tables` | Liste les Excel Tables | Verifier structure |
| `create_excel_table` | Cree table structuree | Tables donnees |
| `insert_rows` | Insere lignes | Ajouter entrees |
| `delete_rows` | Supprime lignes | Nettoyer donnees |
| `insert_columns` | Insere colonnes | Modifier structure |
| `delete_columns` | Supprime colonnes | Modifier structure |
| `inject_vba` | Injecte module VBA | Macro refresh |
| `validate_vba` | Valide syntaxe VBA | Verifier code |
| `run_macro` | Execute macro VBA | Lancer refresh |
| `open_in_office` | Ouvre Excel visible | Voir resultat |
| `create_backup` | Cree backup fichier | Avant modifications |

### Chemin du fichier

```
C:\Users\alexi\Documents\projects\freelance-dashboard\templates\FreelanceDashboard.xlsx
```

---

## Structure du Projet

```
freelance-dashboard/
├── README.md               # Documentation principale
├── PLAN.md                 # Plan projet (7 phases, 9h)
├── DATA_MODEL.md           # Schema des 3 tables
├── FORMULAS.md             # Toutes les formules Excel
├── CLAUDE.md               # CE FICHIER
├── docs/
│   └── MCP_VBA_GUIDE.md    # Guide utilisation MCP
├── templates/
│   └── FreelanceDashboard.xlsx
└── scripts/
```

---

## Workflow de Developpement

### Phase 1: Structure Fichier (MCP VBA)

```python
# Creer les donnees clients
data_clients = [
    ["ClientID", "Nom", "Secteur", "DateDebut"],
    ["CLI001", "Acme Corporation", "Tech", "15/01/2024"],
    ["CLI002", "Tech Solutions", "Tech", "01/03/2024"],
    ["CLI003", "Marketing Pro", "Marketing", "10/06/2024"],
    ["CLI004", "E-Shop Plus", "E-commerce", "22/09/2024"],
    ["CLI005", "Finance Group", "Finance", "05/11/2024"],
]
set_worksheet_data("templates/FreelanceDashboard.xlsx", "Data_Clients", data_clients)

# Creer la table structuree
create_excel_table("templates/FreelanceDashboard.xlsx", "Data_Clients", "A1:D6", "tbl_Clients", has_headers=True)
```

```python
# Creer les donnees temps
data_temps = [
    ["Date", "ClientID", "Projet", "Heures", "Description"],
    ["02/01/2025", "CLI001", "Site Web", 3.5, "Maquettes"],
    ["02/01/2025", "CLI002", "API Backend", 6.0, "Endpoints"],
    ["03/01/2025", "CLI001", "Site Web", 4.0, "Integration"],
    ["03/01/2025", "CLI003", "Campagne SEO", 2.5, "Audit"],
    ["06/01/2025", "CLI002", "API Backend", 7.0, "Tests"],
    # ... plus de donnees
]
set_worksheet_data("templates/FreelanceDashboard.xlsx", "Data_Temps", data_temps)
create_excel_table("templates/FreelanceDashboard.xlsx", "Data_Temps", "A1:E11", "tbl_Temps", has_headers=True)
```

```python
# Creer les donnees revenus
data_revenus = [
    ["Date", "ClientID", "Montant", "Type"],
    ["15/01/2025", "CLI001", 2500, "Facture"],
    ["20/01/2025", "CLI002", 4200, "Facture"],
    ["25/01/2025", "CLI003", 1800, "Facture"],
    # ... plus de donnees
]
set_worksheet_data("templates/FreelanceDashboard.xlsx", "Data_Revenus", data_revenus)
create_excel_table("templates/FreelanceDashboard.xlsx", "Data_Revenus", "A1:D8", "tbl_Revenus", has_headers=True)
```

### Phase 2: Formules KPIs (MCP VBA)

```python
# Ecrire les KPIs sur l'onglet Dashboard
kpis = [
    ["CA Total", "=SUM(tbl_Revenus[Montant])"],
    ["Heures Totales", "=SUM(tbl_Temps[Heures])"],
    ["Taux Horaire Moyen", "=B1/B2"],
    ["Nb Clients", "=COUNTA(tbl_Clients[ClientID])"],
    ["Heures Semaine", "=SUMIFS(tbl_Temps[Heures],tbl_Temps[Date],\">=\"&TODAY()-WEEKDAY(TODAY(),2)+1)"],
]
set_worksheet_data("templates/FreelanceDashboard.xlsx", "Dashboard", kpis, start_cell="A1")
```

### Phase 3-5: TCD, Graphiques, Design (Excel UI)

Ces elements doivent etre crees dans Excel UI:
- Tableaux Croises Dynamiques
- Graphiques (barres, camembert, combo)
- Slicers
- Mise en forme conditionnelle
- Layout final

### Phase 6: VBA Refresh (MCP VBA - Optionnel)

```python
code = '''
Sub RefreshDashboard()
    Application.CalculateFull
    Dim ws As Worksheet
    For Each ws In ThisWorkbook.Worksheets
        Dim pt As PivotTable
        For Each pt In ws.PivotTables
            pt.RefreshTable
        Next pt
    Next ws
    MsgBox "Dashboard actualise!", vbInformation
End Sub
'''
validate_vba(code, file_type="excel")
inject_vba("templates/FreelanceDashboard.xlsm", "mod_Refresh", code)
```

---

## Commandes Rapides

### Lire donnees

```python
get_worksheet_data("templates/FreelanceDashboard.xlsx", "Data_Clients")
get_worksheet_data("templates/FreelanceDashboard.xlsx", "Data_Temps")
```

### Ajouter entree temps

```python
# Ajouter une ligne
insert_rows("templates/FreelanceDashboard.xlsx", "Data_Temps", position=12, count=1)
set_worksheet_data("templates/FreelanceDashboard.xlsx", "Data_Temps",
    [["10/01/2025", "CLI001", "Nouveau Projet", 2.5, "Description"]],
    start_cell="A12")
```

### Lister les tables

```python
list_excel_tables("templates/FreelanceDashboard.xlsx")
```

### Ouvrir pour voir

```python
open_in_office("templates/FreelanceDashboard.xlsx")
```

### Executer macro

```python
run_macro("templates/FreelanceDashboard.xlsm", "RefreshDashboard")
```

---

## Limitations MCP VBA

| Ce qui marche | Ce qui ne marche pas |
|---------------|---------------------|
| Ecrire donnees | Creer TCD |
| Creer Excel Tables | Creer graphiques |
| Ecrire formules | Design visuel |
| Injecter VBA | Creer slicers |
| Executer macros | Mise en forme conditionnelle |

---

## Lien avec TimeTrack Pro

```
TimeTrack Pro (Access)    Freelance Dashboard (Excel)
      │                           │
      │    get_worksheet_data     │
      └──────────────────────────►│
           Export donnees
```

### Export manuel

1. Lire donnees Access: `get_worksheet_data("TimeTrackPro.accdb", "tbl_Temps")`
2. Ecrire dans Excel: `set_worksheet_data("FreelanceDashboard.xlsx", "Data_Temps", data)`

### Macro d'import (V2)

```vba
Sub ImportFromTimeTrack()
    ' Connexion ADODB vers TimeTrackPro.accdb
    ' Import automatique des donnees
End Sub
```

---

## Fichiers Cles

| Fichier | Quand l'utiliser |
|---------|------------------|
| `DATA_MODEL.md` | Schema tables + donnees demo |
| `FORMULAS.md` | Toutes les formules KPIs |
| `PLAN.md` | Layout, couleurs, phases |
| `docs/MCP_VBA_GUIDE.md` | Guide etape par etape |

---

## Design

### Palette Couleurs

| Usage | Hex |
|-------|-----|
| Primaire (bleu fonce) | #2C3E50 |
| Accent (vert) | #27AE60 |
| Neutre (gris) | #ECF0F1 |
| Alerte (rouge) | #E74C3C |

### KPIs a afficher

- CA Total
- CA Mois en cours
- Heures totales
- Taux horaire moyen
- Nb clients actifs
- Top client
- Heures semaine

---

## Contact

Alexis Trouve - alexistrouve.pro@gmail.com