SEAS Financial Tracker

A comprehensive project financial management platform built with React/Node.js/Express/MongoDB stack that provides professional-grade financial analytics, team management, contract cost management, and HR capabilities.

✨ Features

📊 Dashboard Analytics

• Real-time Financial Overview with comprehensive KPI tracking
• Team Performance Metrics showing active employees and monthly hours
• Cost Variance Analysis between priced and current salaries
• Professional Interface with Bootstrap 5 styling and Font Awesome icons

👥 Team Management

• Employee Lifecycle Management with unique ID generation
• Active/Inactive Status Tracking for team members
• Role Management with Manager and Employee designations
• SEAS IT Department integration
• Advanced Search & Filtering by department, LCAT, and status
• CSV Import/Export capabilities for bulk operations

💰 Monthly Billing System

• Period-based Billing (JAN-FEB, FEB-MAR, etc.) starting on 12th of each month
• Working Days Calculation excluding federal holidays
• Bill Rate × Hours revenue calculations
• Actual vs Projected billing comparisons
• Federal Holiday Integration for accurate hour tracking

💼 Contract Cost Management

• Monthly Dollar-based Indirect Costs (Fringe, Overhead, G&A, Profit)
• Other Direct Costs (ODC) tracking by category and month
• Project Cost Summaries combining labor, ODCs, and indirect costs
• CSV Import/Export for cost data management

📈 Financial Projections

• Comprehensive Financial Analytics with salary increase projections
• Attrition Rate Modeling and new hire impact analysis
• Multi-month Forecasting capabilities
• Team Growth Planning tools

🛠️ Technology Stack

• Backend: Node.js with Express framework
• Database: MongoDB with Mongoose ODM
• Frontend: Vanilla JavaScript with Bootstrap 5
• Authentication: JWT-based security
• File Processing: Multer for uploads, Papa Parse for CSV handling
• Security: CORS, bcryptjs for password hashing

🚀 Installation & Setup

Prerequisites

• Node.js 18+ or 20+
• MongoDB (local or cloud instance)

Installation

1. Clone the repository

   git clone <your-repo-url>
   cd seas-financial-tracker

2. Install dependencies

   npm install

3. Configure environment variables Create a .env file with:

   MONGODB_URI=your-mongodb-connection-string
   JWT_SECRET=your-jwt-secret-key
   PORT=5000
   

4. Run the application

   node server.js

5. Access the application

   • Open your browser and navigate to http://localhost:5000
   • Default credentials: admin / admin123

📁 Project Structure

seas-financial-tracker/
├── server.js                     # Main server and API endpoints
├── public/                       # Static frontend files
│   ├── index.html                # Main application interface
│   └── js/
│       └── app.js                # Frontend JavaScript logic
├── employee_template_with_monthly_billing.csv
├── indirect_costs_template.csv
├── package.json                  # Node.js dependencies
└── README.md

🎨 User Interface

Modern Web Application

• Bootstrap 5 Framework for responsive design
• Tabbed Navigation for intuitive organization
• Real-time Updates with AJAX calls
• Interactive Forms with validation
• Professional Styling with modern colors and typography

Key Components

• Team Management Tab: Employee CRUD operations with unique IDs
• Monthly Billing Tab: Period-based billing management
• Financial Projections Tab: Advanced analytics and forecasting
• Contract Costs Tab: Indirect costs and ODC management
• Analytics Tab: Data visualization and insights

📊 Data Management

MongoDB Schema

• Employee Schema: Comprehensive team member records with monthly billing data
• Monthly Indirect Costs: Dollar-based cost tracking by period
• Project Costs: Combined labor, ODC, and indirect cost summaries
• ODC Items: Categorized other direct costs with monthly tracking

Features

• Automatic ID Generation for unique employee identification
• Monthly Period Tracking with federal holiday calculations
• Real-time Calculations for financial metrics
• Data Import/Export via CSV templates

🔧 Configuration

Environment Variables

MONGODB_URI=mongodb://localhost:27017/seas-financial
JWT_SECRET=seas-financial-secret
PORT=5000

Monthly Billing Periods

The system uses 12 billing periods:

• JAN-FEB, FEB-MAR, MAR-APR, APR-MAY
• MAY-JUN, JUN-JUL, JUL-AUG, AUG-SEP
• SEP-OCT, OCT-NOV, NOV-DEC, DEC-JAN

📈 Usage Guide

Getting Started

1. Login: Use admin/admin123 credentials
2. Add Team Members: Navigate to Team Management and add employees
3. Set Up Billing: Configure monthly billing periods and rates
4. Track Costs: Manage indirect costs and ODCs
5. Monitor Analytics: View financial projections and team analytics

Key Workflows

• Employee Management: Add/edit team members with unique IDs and status tracking
• Monthly Billing: Track actual vs projected hours and revenue
• Cost Management: Enter monthly indirect costs and ODC items
• Financial Analysis: Generate projections and analyze team performance

🔐 Security Features

• JWT Authentication for secure API access
• Password Hashing with bcryptjs
• CORS Configuration for cross-origin security
• Input Validation for all API endpoints
• Protected Routes requiring authentication

📄 License

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

🆘 Support

For questions, issues, or feature requests:

• 💬 Create an issue in this repository
• 📧 Contact the development team
• 📚 Check the API documentation

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© 2025 SEAS Financial Tracker. Built for comprehensive project financial management.