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RecurringBudgetBundle -> Update for Kimai 2 #494

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5 changes: 3 additions & 2 deletions _data/store/pcsg-recurring-budget-bundle.yml
Original file line number Diff line number Diff line change
@@ -1,8 +1,9 @@
developer: pcsg
disabled: false
icon: "fas fa-file-invoice-dollar"
price: "149 €"
shop: "https://pcsg.gumroad.com/l/apoebu?a=41756211"
demo: false
subscription: "149 €"
shop: "https://en.shop.pcsg.de/Plugins/Kimai/Recurring-Budget"
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Do you have an affiliate program?

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Do you have an affiliate program?

Not at the moment.

tags: [ plugin ]
bundle:
name: "RecurringBudgetBundle"
Expand Down
2 changes: 1 addition & 1 deletion _data/store/releases/RecurringBudgetBundle.yaml
Original file line number Diff line number Diff line change
@@ -1,2 +1,2 @@
versions:
- [ "1.0", "1.16.9" ]
- [ "2.0", "2.20.0" ]
51 changes: 41 additions & 10 deletions _includes/store/pcsg-recurring-budget-bundle.md
Original file line number Diff line number Diff line change
@@ -1,21 +1,52 @@
Set up your projects to receive a fixed amount of budget on a regular basis (e.g. 05:00 hours every month).
Ideal for contracts with a regular budget bonus (e.g. maintenance agreements, SLAs etc.).
A Kimai plugin that automatically adds a recurring money or time budget to your projects with a custom interval. Set
up your projects to receive a fixed amount of budget on a regular basis (e.g. 05:00 hours every month). Ideal for
contracts with a regular budget bonus (e.g. maintenance agreements, SLAs etc.).

# Now ready for Kimai 2!
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## Features
* Automatic budget credits on a per-project basis (time or money)
* Custom budget interval (every month, every 90 days or whatever you desire)
* Detailed budget history view for all projects and budget intervals in the Kimai backend
* Current budget view for all projects in the Kimai backend
* Export budget summaries for specific time periods with all budget details for your documents or your customers
* Send budget summary emails to project team leads each budget interval
* Available translations: English, German
* **NEW for Kimai 2**
* Automatic budget expiration: You can now configure your projects to expire unused budget after a set amount of intervals
* Recalculate budget intervals via frontend: The budgets history view now offers the option to recalculate a budget interval directly

## Requirements

* Kimai v1.16 or higher
* The ability to execute cronjobs on your server; this is required for executing the command that calculates
* Kimai, **v2.20.0** or higher
* The ability to execute cronjobs on your server; this is required for executing the Kimai command that calculates
project budgets on a regular basis

## Installation
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1. Unzip the plugin files to the `var/plugins/` directory in your Kimai root directory.

Example:
```bash
unzip RecurringBudgetBundle-x.x.zip -d [kimai_root_dir]/var/plugins/
```

This should create the folder `RecurringBudgetBundle` in the aforementioned directory.

2. Clear the Kimai cache

```bash
bin/console kimai:reload --env=prod
```

3. Execute the package install command

```bash
bin/console kimai:bundle:recurringbudget:install
```

This sets up the database.

The plugin is now ready to use!

## Usage

### Setup projects for recurring budget
Expand Down Expand Up @@ -65,7 +96,7 @@ bin/console recurring-budget:calculate --help

This plugin provides two new overview tables in the Kimai main menu.

**Project budgets**
1. Project budgets

Lists all projects with their **currently available (time or money) budgets and total budgets**. It also shows the budget
credited for each budget interval.
Expand All @@ -76,7 +107,7 @@ project. Currently, it only reads the team lead of the first team in the list.
This view is ideal for companies with multiple projects and project leads. It easily shows where the budget is positive
and additional work may need to be done.

**Project budgets history**
2. Project budgets history

Lists all **completed budget intervals** and shows statistics for each of them. Here you can track the history of budget
credits, how much of a project budget was used and how much was remaining for each interval.
Expand All @@ -85,7 +116,7 @@ credits, how much of a project budget was used and how much was remaining for ea

This plugin extends the Kimai export functionality with two views.

In the `Export` menu you have the new "Customer budget" dropdown. Here you have two options:
In the "Export" menu you have the new "Customer budget" dropdown. Here you have two options:

1. PDF - Complete
2. PDF - Without rates
Expand All @@ -100,4 +131,4 @@ This is intended for your internal documents or as information for you customers

## Support

If you require support for the usage or setup of this plugin or find any bugs please contact [[email protected]](mailto:[email protected]).
If you require support for the usage or setup of this plugin or find any bugs please contact [[email protected]](mailto:[email protected])!
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