Django Freckle Budgets

A reusable Django app that allows to plan year budgets and track them via letsfreckle.

Installation

To get the latest stable release from PyPi

pip install django-freckle-budgets

To get the latest commit from GitHub

pip install -e git+git://github.com/bitmazk/django-freckle-budgets.git#egg=freckle_budgets

TODO: Describe further installation steps (edit / remove the examples below):

Add freckle_budgets to your INSTALLED_APPS

INSTALLED_APPS = (
    ...,
    'freckle_budgets',
)

Add the freckle_budgets URLs to your urls.py

urlpatterns = patterns('',
    ...
    url(r'^freckle-budgets/', include('freckle_budgets.urls')),
)

Don't forget to migrate your database

./manage.py migrate freckle_budgets

Finally make sure to add the necessary settings to your local_settings.py:

Usage

Add a year

The first thing you need to do is to add a year via the Django admin:

• Year: This is the year you want to add, i.e. 2015
• Rate: This is your hourly rate that you would like to get for new projects in this year. This value will be used to calculate the potential amount of money you could earn if you were fully booked out (one can be allowed to dream).
• Work hours per day: The number of hours you will definitely work on each work day.
• Sick leave days: The number of sick leave days that you estimate (this is per person, not the total for all employees)
• Vacation days: The number of vacation days that each employee may take during this year.

These values will be used to calculate the total number of hours that your team can possibly work during any month.

Add months

Once you have added a year, you need to add twelve months for that year via the Django admin:

• Year: The year this month belongs to.
• Month: The month number (i.e. 1 for January)
• Number of employees: The number of employees that you will have during this month.
• Public holidays: The number of public holidays that this month has in this year.

Again, these values are mainly needed to calculate the total number of hours that your team can work during this month.

Add projects

After adding a year and it's months, you need to add a few projects via the Django admin:

• Name: The display name for this project.
• Freckle project ID: The project ID of this project in your freckle account.
• Color: A CSS color code for this project (i.e. #C7B06F)
• Is investment: If you are working on this project for free (i.e. for internal projects), enable this checkbox.

Add project budgets to months

For each of your projects, add as many ProjectMonth objects as needed. For example, if you have a long running project that has budgets for the whole year, you would have to add twelve objects:

• Project: The project you want to plan for.
• Month: The month you want to plan for.
• Budget: The budget that you can burn on this project during this month.
• Rate: The hourly rate that you can bill for this project.

Add employees

By now, your budget planning should look pretty good. It is time to add some employees. You can do that via the Django admin:

• Name: The name of your employee
• Freckle ID: The user id of that employee in Letsfreckle.

Add employee project months

For each ProjectMonth you can define responsibilities for your employees:

• ProjectMonth: Foreign key to the ProjectMonth you are referring to.
• Employee: Foreign key to the Employee you are referring to.
• Responsibility: Amount in percent (1-100). For example, 50 would mean that this employee is responsible of working off 50% of the total budget for this project in this month.

Add free time

If your employees know that they will have vacation days, or there are public holidays, you can track those as well. This will raise the hours per day, since the same amount of hours will have to be spread over lesser days available in the month:

• Employee: Foreign key to the Employee who will be absent.
• Day: The day when the employee will be absent.
• Is public holiday: If True, we will assume that this is a public holiday. This could be interesting in the future to track, public holidays, sick-leave and vacation days.
• Is sick leave: If True, we will assume that this is a sick-leave day. This could be interesting in the future to track, public holidays, sick-leave and vacation days.

Contribute

If you want to contribute to this project, please perform the following steps

# Fork this repository
# Clone your fork
mkvirtualenv -p python2.7 django-freckle-budgets
make develop

git co -b feature_branch master
# Implement your feature and tests
git add . && git commit
git push -u origin feature_branch
# Send us a pull request for your feature branch

In order to run the tests, simply execute tox. It will create two more venvs and run tests against Django 1.6 and Django 1.7.