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PCR Project and Budget Tracker

A comprehensive project and budget management system built with React, TypeScript, and Tailwind CSS. Features real-time budget tracking, activity-based budget codes, team collaboration, and detailed reporting with PDF export capabilities.

πŸš€ Features

Project Management

  • Create and manage projects with detailed information
  • Track project status, priority, and timeline
  • Assign team members and budget codes
  • Real-time budget monitoring and alerts
  • Project-specific budget breakdowns

Budget Code System

  • Individual budget allocation for each activity code
  • Real-time spending tracking against allocations
  • Budget usage alerts and notifications
  • Cross-project budget code usage
  • Comprehensive budget code analytics

Financial Tracking

  • Expense and income tracking
  • Category-based budget entries
  • Automatic budget calculations
  • Budget alert thresholds
  • Multi-currency support (MYR, USD, EUR, GBP)

Team Collaboration

  • User role management (Super Admin, Admin, User)
  • Real-time notifications
  • Project assignment and collaboration
  • Activity tracking and updates

Reporting & Analytics

  • Comprehensive PDF report generation
  • Project overview reports
  • Budget code analysis reports
  • Individual project detail reports
  • Visual charts and analytics
  • Export functionality

Database Integration

  • Supabase integration for persistent storage
  • Real-time data synchronization
  • Automatic backups
  • Row-level security
  • Scalable PostgreSQL backend

πŸ› οΈ Technology Stack

  • Frontend: React 18, TypeScript, Tailwind CSS
  • Icons: Lucide React
  • Charts: Recharts
  • Database: Supabase (PostgreSQL)
  • PDF Generation: jsPDF with autoTable
  • Build Tool: Vite
  • Styling: Tailwind CSS with dark mode support

πŸ“¦ Installation

  1. Clone the repository

    git clone <repository-url>
    cd pcr-tracker
  2. Install dependencies

    npm install
  3. Set up environment variables

    cp .env.example .env

    Fill in your Supabase credentials in the .env file.

  4. Start the development server

    npm run dev

πŸ—„οΈ Database Setup

Option 1: Supabase (Recommended)

  1. Create a Supabase project

    • Go to supabase.com
    • Create a new project
    • Get your project URL and anon key
  2. Set up the database schema

    • Go to the SQL Editor in your Supabase dashboard
    • Run the SQL schema provided in the Database Setup section of the app
    • This creates all necessary tables and security policies
  3. Configure environment variables

    VITE_SUPABASE_URL=https://your-project.supabase.co
    VITE_SUPABASE_ANON_KEY=your-anon-key-here
  4. Restart the development server

    npm run dev

Option 2: In-Memory Storage (Development Only)

The app includes mock data and in-memory storage for development and testing purposes. No additional setup required.

πŸ“Š Features Overview

Dashboard Views

  • Projects: Manage all projects with budget tracking
  • Budget: Comprehensive budget management and analytics
  • Budget Codes: Activity-based budget code management
  • Users: Team member management (Admin only)
  • Settings: System configuration and database setup

Budget Code System

  • Create activity-based budget codes (e.g., "1-2345 - Software Development")
  • Allocate individual budgets for each code
  • Track spending against each allocation
  • Real-time usage monitoring and alerts
  • Cross-project budget code assignment

Project Budget Tracking

  • Dual budget system: Project budgets + Budget code allocations
  • Real-time spending updates
  • Budget usage alerts at configurable thresholds
  • Detailed budget breakdowns by activity codes
  • Visual progress indicators

Reporting System

  • Complete Overview Report: All projects, budget codes, and transactions
  • Budget Code Analysis: Detailed performance analysis by activity codes
  • Project Detail Report: Comprehensive individual project reports
  • PDF Export: Professional PDF generation with charts and tables
  • Date Range Filtering: Customizable reporting periods

Notification System

  • Real-time notifications for budget alerts
  • Project updates and assignments
  • Budget code usage warnings
  • Team collaboration notifications
  • Configurable notification preferences

🎨 Design Features

  • Modern UI: Clean, professional interface design
  • Dark Mode: Full dark mode support with system preference detection
  • Responsive Design: Optimized for desktop, tablet, and mobile
  • Accessibility: WCAG compliant with proper contrast ratios
  • Micro-interactions: Smooth animations and hover effects
  • Visual Feedback: Progress bars, status indicators, and alerts

πŸ”§ Configuration

System Settings

  • Company information and branding
  • Currency and regional settings
  • Budget alert thresholds
  • Project defaults and policies
  • Notification preferences
  • Theme and appearance options

User Roles

  • Super Admin: Full system access and user management
  • Admin: Project and budget management, limited user access
  • User: View projects and budgets, basic collaboration

Budget Policies

  • Configurable budget alert thresholds
  • Budget approval requirements
  • Negative budget allowances
  • Category management
  • Fiscal year settings

πŸ“ˆ Analytics & Reporting

Visual Analytics

  • Project spending distribution (pie charts)
  • Monthly and yearly spending trends (bar/line charts)
  • Category-based spending analysis
  • Budget usage progress indicators
  • Real-time dashboard metrics

Export Options

  • PDF reports with professional formatting
  • Comprehensive data tables
  • Visual charts and graphs
  • Customizable date ranges
  • Multiple report types

πŸš€ Deployment

Production Deployment

  1. Build the application:

    npm run build
  2. Deploy the dist folder to your hosting provider

  3. Ensure environment variables are set in production

  4. Configure Supabase for production use with proper security policies

Environment Variables

VITE_SUPABASE_URL=your-production-supabase-url
VITE_SUPABASE_ANON_KEY=your-production-anon-key

🀝 Contributing

  1. Fork the repository
  2. Create a feature branch
  3. Make your changes
  4. Add tests if applicable
  5. Submit a pull request

πŸ“„ License

This project is licensed under the MIT License - see the LICENSE file for details.

πŸ†˜ Support

For support and questions:

  • Check the in-app Database Setup guide
  • Review the Settings documentation
  • Contact your system administrator

πŸ”„ Updates

The application includes:

  • Automatic data synchronization with Supabase
  • Real-time notifications
  • Progressive web app capabilities
  • Offline support (coming soon)
  • Mobile app version (planned)

PCR Tracker - Professional project and budget management made simple.

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