Finance Close Calendar

Local-first finance close planning workspace for fiscal calendars, close windows, task ownership, and daily execution.

Finance Close Calendar is a production-style MVP for finance teams that need a close management workspace without standing up a backend.

It combines fiscal setup, close-day planning, role ownership, task tracking, calendar visibility, Excel import, and offline-first local usage in one installable web app.

Live Demo

• Demo: https://yhpd123.github.io/finance-close-calendar/
• Repository: https://github.com/yhpd123/finance-close-calendar
• Latest Release: v0.1.2

Ways To Use

1. Demo + PWA Install

Best for most finance users.

• Open the live demo: https://yhpd123.github.io/finance-close-calendar/
• In Chrome or Edge, click Install App
• Use it like a desktop app without Node.js or npm

2. Portable ZIP

Best for users who want a downloadable package without running commands.

• Download the portable package from the latest release
• Unzip the file
• Open START-HERE.html for step-by-step guidance
• On Windows, double-click Start-Finance-Close-Calendar.bat
• On macOS, double-click Start-Finance-Close-Calendar.command
• Use Chrome or Edge for the best experience

Portable package:

• finance-close-calendar-portable.zip

3. npm / Developer Mode

Best for internal developers or product teams who want to modify the project.

• npm install
• npm run dev
• npm run build

Screenshots

Dashboard

Tasks

Calendar

Why This Project Exists

Many finance close processes still live across spreadsheets, chat threads, and manually maintained checklists. This prototype turns that workflow into a focused desktop-first workspace that helps teams:

• define fiscal and close rules clearly
• assign task ownership by functional role
• monitor progress and overdue items visually
• drill from dashboard metrics into concrete task lists
• keep working offline with browser-local data

Target Users

• Finance controllership teams running monthly, quarterly, or year-end close
• Accounting operations teams that need a lightweight local task register
• Internal product teams prototyping close orchestration workflows
• Builders exploring a frontend-only finance operations tool

What You Can Do

Area	What it supports
Dashboard	Today card, fiscal context, close context, upcoming tasks, role progress, status mix, priority mix, overdue and drill-down analysis
Fiscal Settings	Fiscal start date, natural / 445 / 454 / 544 models, live preview of fiscal year output
Close Settings	Close day window rules like C - 5 to C + 5, timeline visibility, close mapping preview
Calendar	Month view, today highlight, close-day highlight, task badges, day-level detail
Tasks	Compact list-first register, add/edit/delete, filter by keyword, role, status, priority, overdue
Role Settings	Role master maintenance, manual entry, Excel import, ownership mapping for tasks
PWA	Install prompt, service worker, offline open support, local browser persistence

Product Flow

1. Configure the fiscal calendar in Fiscal Settings
2. Define the close-day window in Close Settings
3. Create or import ownership roles in Role Settings
4. Add or import tasks in Tasks
5. Monitor execution in Dashboard
6. Use Calendar and drill-down filters for day-by-day and role-by-role analysis

Experience Highlights

• Frontend-only architecture
• No backend
• No cloud dependency
• No login required
• Local browser storage
• Demo configuration and demo tasks seeded on first launch
• Excel template download before import
• PWA install support for desktop-like usage

Architecture At A Glance

flowchart LR
    A["Dashboard"] --> D["Filtered Tasks"]
    B["Calendar"] --> D
    C["Settings"] --> E["Local App State"]
    D --> E
    E --> F["localStorage"]
    E --> G["PWA Shell"]
    H["Excel Import"] --> D
    I["Role Master"] --> D

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App Modules

Workspace Modules

• Dashboard

  • shows today context, current fiscal labels, close-day positioning, task health, and chart-style insights
  • supports drill-down into filtered task views

• Calendar

  • provides a month view with close-day highlighting and task density badges
  • lets users inspect a specific day in context

• Tasks

  • optimized for list-first review
  • supports add, edit, delete, compact filters, and Excel import

Admin Modules

• Fiscal Settings

  • choose fiscal start date and period model
  • preview fiscal year output immediately

• Close Settings

  • configure close timeline offsets such as C - 5 to C + 5
  • preview close mapping for the current month

• Role Settings

  • maintain finance ownership roles such as Revenue, Inventory, and Intercompany
  • import role masters from Excel

Excel Import

Both Tasks and Role Settings include template download so users can confirm file structure before uploading.

Task Import Columns

• title
• description
• scheduledDate
• dueDate
• status
• priority
• role

Role Import Columns

• name
• description
• color

Tech Stack

• React
• TypeScript
• Vite
• React Router
• CSS
• xlsx

Getting Started

This repository can be used in three ways:

• Demo plus PWA install
• Portable ZIP
• npm for local development

Requirements

• Node.js 20+ recommended
• npm

Install

npm install

Start Development Server

npm run dev

Build Production Bundle

npm run build

Preview Production Bundle

npm run preview

How To Use

1. Set Fiscal Rules

Open Fiscal Settings and choose:

• fiscal start date
• fiscal period model

The preview updates immediately so finance users can validate the year structure before saving.

2. Set Close-Day Logic

Open Close Settings and define:

• close start rule
• close range from C - n to C + n
• whether the close timeline should stay visible on supporting pages

3. Prepare Ownership Roles

Open Role Settings and create or import roles such as:

• Revenue
• Inventory
• Intercompany
• Accounts Payable
• Fixed Assets

4. Load the Task Register

Open Tasks and either:

• add tasks manually
• download the template and import from Excel

5. Review Execution

Use Dashboard to:

• review today context
• see progress by role
• inspect overdue pressure
• drill into filtered task slices for action

6. Back Up Local Data

Use the Dashboard quick actions to:

• download a JSON backup of fiscal settings, close settings, roles, and tasks
• restore a backup when moving to another device or browser profile

Local-First Behavior

This project stores app data in browser local storage. That means:

• no backend setup is required
• no account setup is required
• data stays on the local browser profile
• clearing browser storage will reset the app unless data is exported in a future version

PWA Support

This repository includes:

• manifest.webmanifest
• sw.js
• offline fallback support
• install prompt handling

After launching in a supported browser, users can install the app for a more native desktop experience.

Portable ZIP Support

This repository also supports a portable ZIP package for non-technical users.

• The app can run directly from an unzipped folder
• The package includes START-HERE.html plus Windows and macOS launchers
• File mode uses hash routing for compatibility
• Service worker is skipped in portable mode
• Data still stays in the local browser profile on that device

Project Structure

src/
  components/      reusable UI building blocks
  context/         local app data state and persistence
  data/            demo seed data
  hooks/           install prompt and reusable hooks
  pages/           page-level screens
  pwa/             service worker registration
  styles/          theme and layout styles
  types/           domain models
  utils/           fiscal, close, calendar, Excel, storage, import helpers
public/
  icons/           PWA icons
  manifest.webmanifest
  offline.html
  sw.js

Roadmap Toward Enterprise Edition

This MVP is intentionally simple and local-first. A production enterprise version would typically expand into:

• multi-entity and multi-ledger close management
• approval workflow and sign-off checkpoints
• ERP or data warehouse integrations
• SSO and role-based access control
• audit log and version history
• notification rules and SLA tracking
• collaboration comments and escalation workflows
• analytics for bottlenecks and close performance

Contact

• Author: James
• Feedback and bug reports: GitHub Issues
• Questions and product discussion: GitHub Discussions

License

This project is available under the MIT License.