Harvest Time Entry Analyzer

A comprehensive client-side React application for analyzing and visualizing time tracking data from Harvest CSV exports. Built with modern web technologies and designed for AWS serverless deployment.

Features

🎯 Core Functionality

• 100% Client-Side Processing: All data processing happens in the browser for maximum privacy and security
• CSV Upload & Parsing: Direct upload of Harvest time entry exports with robust parsing
• Real-Time Filtering: Dynamic filtering by employee, client, project, task, and date range
• Automatic Name Combination: Merges First Name and Last Name columns into Full Name

📊 Analytics & Insights

• Weekly Utilization Tracking: Monday-Sunday calculations with automatic alerts
  • Low utilization: < 30 hours/week (yellow alerts)
  • High utilization: > 45 hours/week (red alerts)
• Internal vs External Time Separation: Automatic identification of internal clients (Onica, Rackspace Innovation In Action)
• Recognition System: Automatic shoutouts for high performers (35+ billable hours, 90%+ utilization)

📈 Visualizations

• Task Word Cloud
• Client Hours Distribution
• Project Analytics with billability rates
• Internal vs External Pie Chart
• Monthly Trend Charts

🔍 Drill-Down Capabilities

• Hierarchical navigation: Client → Project → Task → Entry
• Cascading filters with automatic reset
• Expandable/collapsible detail views
• Date-sorted entries (newest first)

Getting Started

Prerequisites

• Node.js 18+
• npm or yarn

Installation

1. Clone the repository:

git clone https://github.com/jon-the-dev/harvest-csv-analysis.git
cd harvest-csv-analysis/web-app

2. Install dependencies:

npm install

3. Start the development server:

npm run dev

4. Open your browser to http://localhost:3000

Building for Production

npm run build

The built files will be in the dist directory, ready for deployment.

Usage

1. Upload CSV: Click "Upload CSV" and select your Harvest time entries export
2. Filter Data: Use the dropdown filters to narrow your view
3. Explore Tabs:
   • Overview: High-level statistics and visualizations
   • Utilization: Weekly breakdowns and alerts
   • Internal: Detailed drill-down for internal time attribution
   • Insights: Client and project analytics
   • Details: Raw data table

CSV Format Requirements

The application expects standard Harvest CSV exports with these columns:

• Date
• Client
• Project
• Task
• Hours
• Billable?
• First Name
• Last Name
• (Additional columns are preserved but not required)

Deployment

AWS S3 Static Hosting

1. Build the application:

npm run build

2. Create an S3 bucket with static website hosting enabled

3. Upload the contents of the dist directory to your S3 bucket:

aws s3 sync dist/ s3://your-bucket-name --delete

4. Configure bucket policy for public access:

{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Sid": "PublicReadGetObject",
            "Effect": "Allow",
            "Principal": "*",
            "Action": "s3:GetObject",
            "Resource": "arn:aws:s3:::your-bucket-name/*"
        }
    ]
}

CloudFront Distribution (Recommended)

For better performance and HTTPS support:

1. Create a CloudFront distribution
2. Set your S3 bucket as the origin
3. Configure caching behaviors
4. Use AWS Certificate Manager for SSL

Technical Stack

• React 18: Modern UI framework
• Vite: Fast build tool
• Tailwind CSS: Utility-first styling
• Recharts: Data visualization
• PapaParse: CSV parsing

Security & Privacy

• All data processing happens client-side
• No data is sent to external servers
• No persistent storage of sensitive data
• Files are processed in browser memory only

Project Structure

harvest-csv-analysis/
├── web-app/
│   ├── src/
│   │   ├── App.jsx          # Main application component
│   │   ├── main.jsx         # Application entry point
│   │   └── index.css        # Tailwind CSS imports
│   ├── package.json         # Dependencies and scripts
│   ├── vite.config.js       # Vite configuration
│   ├── tailwind.config.js   # Tailwind configuration
│   └── index.html           # HTML template
├── docs/                    # Documentation
└── README.md               # This file

Development

Running Linting

npm run lint

Code Style

• ESLint configuration included
• Tailwind CSS for styling
• React best practices

Contributing

1. Fork the repository
2. Create your feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add some amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

License

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

Acknowledgments

• Built for Tier One Solutions
• Designed to work with Harvest time tracking exports
• Optimized for AWS serverless deployment

Support

For issues or questions, please create an issue in the GitHub repository.

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Documentation: Full documentation available in Confluence