Resource Planner Project

Streamlit-based resource planning application with:

• Secure login and user administration
• Task scheduling (Weekly and Monthly)
• Task ownership audit (created/updated by)
• Capacity and demand analytics charts
• Neon Postgres persistence
• SMTP-based temporary password emails

Features

• Authentication and account management

  • Login with email/password
  • Change password
  • Admin create/reset/deactivate users
  • Session persistence across refresh (cookie + DB session)

• Task planning

  • Weekly tasks: select one or more weekdays (Monday-Sunday)
  • Monthly tasks: select day of month (1-31)
  • Shift-aware validation for task time windows

• Analytics and charts

  • Weekly view: Monday-Sunday pattern
  • Monthly view: calendar-style chart for selected month
  • Shift/global required vs available FTE trends

Tech Stack

• Python 3.14+
• Streamlit
• Plotly
• Pandas
• Psycopg (Postgres driver)
• Neon Postgres

Project Structure

• resource_planner_app.py - Main Streamlit application
• resource_planner/planner.py - Data model, DB operations, recurrence logic
• plot_monthly_resource.py - CLI chart generator for a month
• requirements.txt - Python dependencies
• .eve - Local environment/config values (ignored in git)

Prerequisites

• Python installed
• Access to a Neon Postgres database
• SMTP credentials for email notifications (optional but recommended)

Configuration

Create/update .eve in project root:

DATABASE_URL="postgresql://<user>:<password>@<host>/<db>?sslmode=require&channel_binding=require"

SMTP_SERVER="smtp.azurecomm.net"
SMTP_PORT="587"
SMTP_SENDER_EMAIL="<sender-identity>"
FROM_EMAIL="<sender-identity>"
TO_EMAIL="<notification-recipient>"
SMTP_USERNAME="mailrelay-kofax"
SMTP_PASSWORD="<smtp-password>"

Notes:

• DATABASE_URL is required.
• App reads values from environment variables first, then .eve.

Setup

From project root:

python -m venv .venv
.venv\Scripts\activate
pip install -r requirements.txt

Run the App

streamlit run resource_planner_app.py

Run Monthly CLI Chart

python plot_monthly_resource.py --month 2026-04

Optional args:

• --team-fte
• --interval
• --db
• --output

Database Notes

The app initializes/migrates required tables automatically on startup:

• users
• tasks
• user_sessions

Security Notes

• Do not commit .eve to source control.
• Rotate database and SMTP credentials if they were exposed.
• Session tokens are stored hashed in DB.

Troubleshooting

• Login lost on refresh:

  • Ensure browser cookies are enabled.
  • Ensure user_sessions table exists and DB is reachable.

• SMTP emails not sent:

  • Verify SMTP credentials and sender format.
  • Check firewall/proxy for outbound SMTP port 587.

• DB connection issues:

  • Verify DATABASE_URL in .eve.
  • Ensure Neon host allows your network.