feat: shared widget filter system for all dashboard widgets

Shared infrastructure:
- WidgetFilterBar: declarative filter component (search, select, toggle)
- useWidgetFilterOptions: cached hook for clients, countries, roles, chapters

Widget integration (5 widgets):
- ProjectHealth: search (name) + select (client)
- BudgetForecast: search (name) + select (client)
- Chargeability: select (chapter) + toggle (include proposed)
- SkillGap: search (skill name)
- TopValue: select (chapter)

Backend: added clientId/clientName to ProjectHealth and BudgetForecast
query results for client-based filtering.

Filter state persisted via widget config (survives page reload).
All filters use compact 11px inputs with full dark theme support.

Co-Authored-By: claude-flow <ruv@ruv.net>
This commit is contained in:
2026-03-23 09:21:46 +01:00
parent 47b2aeec72
commit 208f866d68
10 changed files with 771 additions and 462 deletions
@@ -0,0 +1,114 @@
"use client";
import { useMemo } from "react";
// ─── Types ──────────────────────────────────────────────────────────────────
export interface WidgetFilter {
type: "search" | "select" | "toggle";
key: string;
label?: string;
placeholder?: string;
options?: { value: string; label: string }[];
}
interface WidgetFilterBarProps {
filters: WidgetFilter[];
values: Record<string, unknown>;
onChange: (update: Record<string, unknown>) => void;
}
// ─── Component ──────────────────────────────────────────────────────────────
export function WidgetFilterBar({ filters, values, onChange }: WidgetFilterBarProps) {
const hasActiveFilters = useMemo(() => {
return filters.some((f) => {
const v = values[f.key];
if (f.type === "toggle") return v === true;
return typeof v === "string" && v.length > 0;
});
}, [filters, values]);
return (
<div className="flex flex-wrap items-center gap-1.5 px-1 pb-2">
{filters.map((filter) => {
switch (filter.type) {
case "search":
return (
<div key={filter.key} className="relative">
<svg
className="absolute left-1.5 top-1/2 -translate-y-1/2 w-3 h-3 text-gray-400 dark:text-gray-500 pointer-events-none"
fill="none"
viewBox="0 0 24 24"
stroke="currentColor"
>
<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M21 21l-4.35-4.35M17 11A6 6 0 1 1 5 11a6 6 0 0 1 12 0z" />
</svg>
<input
type="text"
value={(values[filter.key] as string) ?? ""}
onChange={(e) => onChange({ [filter.key]: e.target.value })}
placeholder={filter.placeholder ?? "Search..."}
className="pl-6 pr-2 py-1 w-32 text-[11px] border border-gray-200 dark:border-gray-700 rounded-md bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 placeholder-gray-400 dark:placeholder-gray-500 focus:outline-none focus:ring-1 focus:ring-brand-500 focus:border-brand-500"
/>
</div>
);
case "select":
return (
<select
key={filter.key}
value={(values[filter.key] as string) ?? ""}
onChange={(e) => onChange({ [filter.key]: e.target.value })}
className="py-1 px-1.5 text-[11px] border border-gray-200 dark:border-gray-700 rounded-md bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-1 focus:ring-brand-500 min-w-[80px] max-w-[130px]"
title={filter.label}
>
<option value="">{filter.label ?? "All"}</option>
{(filter.options ?? []).map((opt) => (
<option key={opt.value} value={opt.value}>
{opt.label}
</option>
))}
</select>
);
case "toggle":
return (
<label
key={filter.key}
className="flex items-center gap-1 text-[11px] text-gray-600 dark:text-gray-400 cursor-pointer select-none"
>
<input
type="checkbox"
checked={!!values[filter.key]}
onChange={(e) => onChange({ [filter.key]: e.target.checked })}
className="rounded border-gray-300 dark:border-gray-600 text-brand-600 focus:ring-brand-500 h-3 w-3"
/>
{filter.label}
</label>
);
default:
return null;
}
})}
{hasActiveFilters && (
<button
type="button"
onClick={() => {
const reset: Record<string, unknown> = {};
for (const f of filters) {
reset[f.key] = f.type === "toggle" ? false : "";
}
onChange(reset);
}}
className="text-[10px] text-gray-400 hover:text-gray-600 dark:text-gray-500 dark:hover:text-gray-300 px-1"
title="Reset filters"
>
Reset
</button>
)}
</div>
);
}
@@ -1,8 +1,11 @@
"use client";
import { useMemo } from "react";
import { trpc } from "~/lib/trpc/client.js";
import type { WidgetProps } from "~/components/dashboard/widget-registry.js";
import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
import { WidgetFilterBar, type WidgetFilter } from "~/components/dashboard/WidgetFilterBar.js";
import { useWidgetFilterOptions } from "~/hooks/useWidgetFilterOptions.js";
function colorClass(pct: number): string {
if (pct > 90) return "bg-red-500";
@@ -16,12 +19,34 @@ function textColorClass(pct: number): string {
return "text-green-700";
}
export function BudgetForecastWidget(_props: WidgetProps) {
export function BudgetForecastWidget({ config, onConfigChange }: WidgetProps) {
const { clients } = useWidgetFilterOptions();
const filters = useMemo<WidgetFilter[]>(
() => [
{ type: "search", key: "search", placeholder: "Search project..." },
{ type: "select", key: "clientId", label: "Client", options: clients },
],
[clients],
);
const { data, isLoading } = trpc.dashboard.getBudgetForecast.useQuery(
undefined,
{ staleTime: 60_000, placeholderData: (prev) => prev },
);
const search = ((config.search as string) ?? "").toLowerCase();
const clientId = (config.clientId as string) ?? "";
const rows = useMemo(() => {
const all = data ?? [];
return all.filter((r) => {
if (search && !r.projectName.toLowerCase().includes(search) && !r.shortCode.toLowerCase().includes(search)) return false;
if (clientId && r.clientId !== clientId) return false;
return true;
});
}, [data, search, clientId]);
if (isLoading && !data) {
return (
<div className="flex flex-col gap-1 pt-1">
@@ -36,18 +61,21 @@ export function BudgetForecastWidget(_props: WidgetProps) {
);
}
const rows = data ?? [];
if (rows.length === 0) {
return (
<div className="flex items-center justify-center h-full text-sm text-gray-400">
<div className="flex flex-col h-full">
<WidgetFilterBar filters={filters} values={config} onChange={onConfigChange ?? (() => {})} />
<div className="flex items-center justify-center flex-1 text-sm text-gray-400">
No active projects with budgets.
</div>
</div>
);
}
return (
<div className="overflow-auto h-full">
<div className="flex flex-col h-full overflow-hidden">
<WidgetFilterBar filters={filters} values={config} onChange={onConfigChange ?? (() => {})} />
<div className="overflow-auto flex-1">
<table className="w-full text-xs">
<thead className="bg-gray-50 dark:bg-gray-800/50 sticky top-0">
<tr>
@@ -98,5 +126,6 @@ export function BudgetForecastWidget(_props: WidgetProps) {
</tbody>
</table>
</div>
</div>
);
}
@@ -5,6 +5,8 @@ import { trpc } from "~/lib/trpc/client.js";
import type { WidgetProps } from "~/components/dashboard/widget-registry.js";
import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
import { AnimatedNumber } from "~/components/ui/AnimatedNumber.js";
import { WidgetFilterBar, type WidgetFilter } from "~/components/dashboard/WidgetFilterBar.js";
import { useWidgetFilterOptions } from "~/hooks/useWidgetFilterOptions.js";
function UtilizationBar({ percent }: { percent: number }) {
const barColor =
@@ -71,9 +73,20 @@ function FilterDropdown({ label, children }: { label: string; children: ReactNod
);
}
export function ChargeabilityWidget({ config: _config }: WidgetProps) {
const config = _config as { topN?: number; watchlistThreshold?: number };
const [includeProposed, setIncludeProposed] = useState(false);
export function ChargeabilityWidget({ config: _config, onConfigChange }: WidgetProps) {
const config = _config as { topN?: number; watchlistThreshold?: number; chapter?: string; includeProposed?: boolean };
const { chapters } = useWidgetFilterOptions();
const widgetFilters = useMemo<WidgetFilter[]>(
() => [
{ type: "select", key: "chapter", label: "Chapter", options: chapters },
{ type: "toggle", key: "includeProposed", label: "Include Proposed" },
],
[chapters],
);
const includeProposed = !!config.includeProposed;
const chapterFilter = (config.chapter as string) ?? "";
const [showDeparted, setShowDeparted] = useState(false);
const [selectedCountryIds, setSelectedCountryIds] = useState<string[]>([]);
const [topSort, setTopSort] = useState<TopSortKey>("actual");
@@ -162,7 +175,19 @@ export function ChargeabilityWidget({ config: _config }: WidgetProps) {
const rawWatch = data?.watchlist ?? [];
const month = (data?.month as string) ?? "";
const top = ([...rawTop] as ChargeabilityRow[]).sort((a, b) => {
const filteredTop = useMemo(() => {
const arr = rawTop as ChargeabilityRow[];
if (!chapterFilter) return arr;
return arr.filter((r) => r.chapter === chapterFilter);
}, [rawTop, chapterFilter]);
const filteredWatch = useMemo(() => {
const arr = rawWatch as ChargeabilityRow[];
if (!chapterFilter) return arr;
return arr.filter((r) => r.chapter === chapterFilter);
}, [rawWatch, chapterFilter]);
const top = ([...filteredTop]).sort((a, b) => {
const mult = topDir === "asc" ? 1 : -1;
switch (topSort) {
case "name":
@@ -176,7 +201,7 @@ export function ChargeabilityWidget({ config: _config }: WidgetProps) {
}
});
const watchlist = ([...rawWatch] as ChargeabilityRow[]).sort((a, b) => {
const watchlist = ([...filteredWatch]).sort((a, b) => {
const mult = watchDir === "asc" ? 1 : -1;
switch (watchSort) {
case "name":
@@ -233,9 +258,10 @@ export function ChargeabilityWidget({ config: _config }: WidgetProps) {
return (
<div className="h-full flex flex-col gap-2 overflow-hidden">
{month && (
<div className="px-1 flex-shrink-0 flex flex-col gap-2">
<WidgetFilterBar filters={widgetFilters} values={_config} onChange={onConfigChange ?? (() => {})} />
<div className="flex items-center justify-between gap-3">
{month && (
<p className="text-xs text-gray-400 flex items-center gap-1">
Period: {month}
<InfoTooltip
@@ -243,16 +269,7 @@ export function ChargeabilityWidget({ config: _config }: WidgetProps) {
width="w-72"
/>
</p>
<label className="flex items-center gap-2 rounded-xl border border-gray-200 bg-gray-50 px-3 py-2 text-xs text-gray-600 dark:border-gray-700 dark:bg-gray-900/70 dark:text-gray-300">
<input
type="checkbox"
checked={includeProposed}
onChange={(event) => setIncludeProposed(event.target.checked)}
className="rounded border-gray-300"
/>
Include proposed
<InfoTooltip content="When enabled, PROPOSED bookings and imported TBD planning rows are also counted toward chargeability." />
</label>
)}
</div>
<div className="flex flex-wrap items-center gap-2">
<label className="flex items-center gap-2 rounded-xl border border-gray-200 bg-gray-50 px-3 py-2 text-xs text-gray-600 dark:border-gray-700 dark:bg-gray-900/70 dark:text-gray-300">
@@ -302,7 +319,6 @@ export function ChargeabilityWidget({ config: _config }: WidgetProps) {
</FilterDropdown>
</div>
</div>
)}
{/* Top list */}
<section
@@ -1,8 +1,11 @@
"use client";
import { useMemo } from "react";
import { trpc } from "~/lib/trpc/client.js";
import type { WidgetProps } from "~/components/dashboard/widget-registry.js";
import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
import { WidgetFilterBar, type WidgetFilter } from "~/components/dashboard/WidgetFilterBar.js";
import { useWidgetFilterOptions } from "~/hooks/useWidgetFilterOptions.js";
function healthDot(value: number): string {
if (value >= 70) return "bg-green-500";
@@ -16,12 +19,34 @@ function scoreBadge(score: number): string {
return "bg-red-100 text-red-700 dark:bg-red-900/40 dark:text-red-300";
}
export function ProjectHealthWidget(_props: WidgetProps) {
export function ProjectHealthWidget({ config, onConfigChange }: WidgetProps) {
const { clients } = useWidgetFilterOptions();
const filters = useMemo<WidgetFilter[]>(
() => [
{ type: "search", key: "search", placeholder: "Search project..." },
{ type: "select", key: "clientId", label: "Client", options: clients },
],
[clients],
);
const { data, isLoading } = trpc.dashboard.getProjectHealth.useQuery(
undefined,
{ staleTime: 60_000, placeholderData: (prev) => prev },
);
const search = ((config.search as string) ?? "").toLowerCase();
const clientId = (config.clientId as string) ?? "";
const rows = useMemo(() => {
const all = data ?? [];
return all.filter((r) => {
if (search && !r.projectName.toLowerCase().includes(search) && !r.shortCode.toLowerCase().includes(search)) return false;
if (clientId && r.clientId !== clientId) return false;
return true;
});
}, [data, search, clientId]);
if (isLoading && !data) {
return (
<div className="flex flex-col gap-1 pt-1">
@@ -41,18 +66,21 @@ export function ProjectHealthWidget(_props: WidgetProps) {
);
}
const rows = data ?? [];
if (rows.length === 0) {
return (
<div className="flex items-center justify-center h-full text-sm text-gray-400">
<div className="flex flex-col h-full">
<WidgetFilterBar filters={filters} values={config} onChange={onConfigChange ?? (() => {})} />
<div className="flex items-center justify-center flex-1 text-sm text-gray-400">
No active projects found.
</div>
</div>
);
}
return (
<div className="overflow-auto h-full">
<div className="flex flex-col h-full overflow-hidden">
<WidgetFilterBar filters={filters} values={config} onChange={onConfigChange ?? (() => {})} />
<div className="overflow-auto flex-1">
<table className="w-full text-xs">
<thead className="bg-gray-50 dark:bg-gray-800/50 sticky top-0">
<tr>
@@ -102,5 +130,6 @@ export function ProjectHealthWidget(_props: WidgetProps) {
</tbody>
</table>
</div>
</div>
);
}
@@ -1,15 +1,29 @@
"use client";
import { useMemo } from "react";
import { trpc } from "~/lib/trpc/client.js";
import type { WidgetProps } from "~/components/dashboard/widget-registry.js";
import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
import { WidgetFilterBar, type WidgetFilter } from "~/components/dashboard/WidgetFilterBar.js";
export function SkillGapWidget(_props: WidgetProps) {
const FILTERS: WidgetFilter[] = [
{ type: "search", key: "search", placeholder: "Search skill..." },
];
export function SkillGapWidget({ config, onConfigChange }: WidgetProps) {
const { data, isLoading } = trpc.dashboard.getSkillGaps.useQuery(
undefined,
{ staleTime: 60_000, placeholderData: (prev) => prev },
);
const search = ((config.search as string) ?? "").toLowerCase();
const rows = useMemo(() => {
const all = data ?? [];
if (!search) return all;
return all.filter((r) => r.skill.toLowerCase().includes(search));
}, [data, search]);
if (isLoading && !data) {
return (
<div className="flex flex-col gap-1 pt-1">
@@ -25,18 +39,21 @@ export function SkillGapWidget(_props: WidgetProps) {
);
}
const rows = data ?? [];
if (rows.length === 0) {
return (
<div className="flex items-center justify-center h-full text-sm text-gray-400">
<div className="flex flex-col h-full">
<WidgetFilterBar filters={FILTERS} values={config} onChange={onConfigChange ?? (() => {})} />
<div className="flex items-center justify-center flex-1 text-sm text-gray-400">
No skill gaps detected.
</div>
</div>
);
}
return (
<div className="overflow-auto h-full">
<div className="flex flex-col h-full overflow-hidden">
<WidgetFilterBar filters={FILTERS} values={config} onChange={onConfigChange ?? (() => {})} />
<div className="overflow-auto flex-1">
<table className="w-full text-xs">
<thead className="bg-gray-50 dark:bg-gray-800/50 sticky top-0">
<tr>
@@ -99,5 +116,6 @@ export function SkillGapWidget(_props: WidgetProps) {
</tbody>
</table>
</div>
</div>
);
}
@@ -1,14 +1,24 @@
"use client";
import { useState } from "react";
import { useMemo, useState } from "react";
import { trpc } from "~/lib/trpc/client.js";
import type { WidgetProps } from "~/components/dashboard/widget-registry.js";
import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
import { WidgetFilterBar, type WidgetFilter } from "~/components/dashboard/WidgetFilterBar.js";
import { useWidgetFilterOptions } from "~/hooks/useWidgetFilterOptions.js";
type SortKey = "eid" | "name" | "chapter" | "score" | "lcr";
export function TopValueWidget({ config }: WidgetProps) {
export function TopValueWidget({ config, onConfigChange }: WidgetProps) {
const limit = (config.limit as number) || 10;
const { chapters } = useWidgetFilterOptions();
const filters = useMemo<WidgetFilter[]>(
() => [
{ type: "select", key: "chapter", label: "Chapter", options: chapters },
],
[chapters],
);
const [sortKey, setSortKey] = useState<SortKey>("score");
const [sortDir, setSortDir] = useState<"asc" | "desc">("desc");
@@ -23,6 +33,28 @@ export function TopValueWidget({ config }: WidgetProps) {
{ staleTime: 60_000, placeholderData: (prev) => prev },
);
const chapter = (config.chapter as string) ?? "";
const list = useMemo(() => {
const all = (data ?? []) as Array<{ id: string; eid: string; displayName: string; chapter: string | null; lcrCents: number; valueScore: number | null }>;
if (!chapter) return all;
return all.filter((r) => r.chapter === chapter);
}, [data, chapter]);
const sorted = useMemo(() => {
return [...list].sort((a, b) => {
const mult = sortDir === "asc" ? 1 : -1;
switch (sortKey) {
case "eid": return mult * a.eid.localeCompare(b.eid);
case "name": return mult * a.displayName.localeCompare(b.displayName);
case "chapter": return mult * (a.chapter ?? "").localeCompare(b.chapter ?? "");
case "score": return mult * ((a.valueScore ?? 0) - (b.valueScore ?? 0));
case "lcr": return mult * (a.lcrCents - b.lcrCents);
default: return 0;
}
});
}, [list, sortKey, sortDir]);
if (isLoading) {
return (
<div className="flex flex-col gap-1 pt-1">
@@ -40,37 +72,28 @@ export function TopValueWidget({ config }: WidgetProps) {
);
}
const list = (data ?? []) as Array<{ id: string; eid: string; displayName: string; chapter: string | null; lcrCents: number; valueScore: number | null }>;
if (list.length === 0) {
if (sorted.length === 0) {
return (
<div className="flex flex-col items-center justify-center h-full text-center py-8 text-gray-400 text-sm">
<div className="flex flex-col h-full">
<WidgetFilterBar filters={filters} values={config} onChange={onConfigChange ?? (() => {})} />
<div className="flex flex-col items-center justify-center flex-1 text-center py-8 text-gray-400 text-sm">
<p>No scores computed yet or you lack access.</p>
<p className="text-xs mt-1">Admins can recompute scores in Settings.</p>
</div>
</div>
);
}
const sorted = [...list].sort((a, b) => {
const mult = sortDir === "asc" ? 1 : -1;
switch (sortKey) {
case "eid": return mult * a.eid.localeCompare(b.eid);
case "name": return mult * a.displayName.localeCompare(b.displayName);
case "chapter": return mult * (a.chapter ?? "").localeCompare(b.chapter ?? "");
case "score": return mult * ((a.valueScore ?? 0) - (b.valueScore ?? 0));
case "lcr": return mult * (a.lcrCents - b.lcrCents);
default: return 0;
}
});
function Ind({ k }: { k: SortKey }) {
return sortKey === k
? <span className="text-[10px] ml-0.5">{sortDir === "asc" ? "" : ""}</span>
: <span className="text-[10px] ml-0.5 text-gray-300"></span>;
? <span className="text-[10px] ml-0.5">{sortDir === "asc" ? "\u25B2" : "\u25BC"}</span>
: <span className="text-[10px] ml-0.5 text-gray-300">{"\u21C5"}</span>;
}
return (
<div className="overflow-auto h-full">
<div className="flex flex-col h-full overflow-hidden">
<WidgetFilterBar filters={filters} values={config} onChange={onConfigChange ?? (() => {})} />
<div className="overflow-auto flex-1">
<table className="w-full text-xs">
<thead className="bg-gray-50 sticky top-0">
<tr>
@@ -124,7 +147,7 @@ export function TopValueWidget({ config }: WidgetProps) {
<th className="px-3 py-2 text-right font-medium text-gray-500">
<span className="inline-flex items-center justify-end">
<button type="button" onClick={() => toggleSort("lcr")} className="inline-flex items-center hover:text-gray-700 cursor-pointer">
LCR ()<Ind k="lcr" />
LCR ({"\u20AC"})<Ind k="lcr" />
</button>
<InfoTooltip content="Labour Cost Rate — hourly cost in EUR. Lower LCR = better cost efficiency score." />
</span>
@@ -137,7 +160,7 @@ export function TopValueWidget({ config }: WidgetProps) {
<td className="px-3 py-2 text-gray-400 font-medium">{i + 1}</td>
<td className="px-3 py-2 font-mono text-gray-600">{r.eid}</td>
<td className="px-3 py-2 font-medium text-gray-900">{r.displayName}</td>
<td className="px-3 py-2 text-gray-500">{r.chapter ?? ""}</td>
<td className="px-3 py-2 text-gray-500">{r.chapter ?? "\u2014"}</td>
<td className="px-3 py-2 text-right">
<span
className={`inline-block px-2 py-0.5 rounded-full font-semibold ${
@@ -148,7 +171,7 @@ export function TopValueWidget({ config }: WidgetProps) {
: "bg-red-100 text-red-700"
}`}
>
{r.valueScore ?? ""}
{r.valueScore ?? "\u2014"}
</span>
</td>
<td className="px-3 py-2 text-right text-gray-700">{(r.lcrCents / 100).toFixed(0)}</td>
@@ -157,5 +180,6 @@ export function TopValueWidget({ config }: WidgetProps) {
</tbody>
</table>
</div>
</div>
);
}
@@ -0,0 +1,59 @@
/**
* Shared hook for loading filter options used across dashboard widgets.
* Loads clients, countries, roles, and chapters once with long cache TTL.
*/
"use client";
import { useMemo } from "react";
import { trpc } from "~/lib/trpc/client.js";
export interface FilterOption {
value: string;
label: string;
}
export function useWidgetFilterOptions() {
const { data: clientsRaw } = trpc.clientEntity.list.useQuery(
{ isActive: true },
{ staleTime: 300_000 },
);
const { data: countriesRaw } = trpc.country.list.useQuery(
{ isActive: true },
{ staleTime: 300_000 },
);
const { data: rolesRaw } = trpc.role.list.useQuery(
{ isActive: true },
{ staleTime: 300_000 },
);
const clients = useMemo<FilterOption[]>(() => {
const list = (Array.isArray(clientsRaw) ? clientsRaw : (clientsRaw as any)?.clients ?? []) as Array<{ id: string; name: string }>;
return list.map((c) => ({ value: c.id, label: c.name }));
}, [clientsRaw]);
const countries = useMemo<FilterOption[]>(() => {
const list = (Array.isArray(countriesRaw) ? countriesRaw : []) as Array<{ id: string; name: string }>;
return list.map((c) => ({ value: c.id, label: c.name }));
}, [countriesRaw]);
const roles = useMemo<FilterOption[]>(() => {
const list = (Array.isArray(rolesRaw) ? rolesRaw : []) as Array<{ id: string; name: string }>;
return list.map((r) => ({ value: r.id, label: r.name }));
}, [rolesRaw]);
// Chapters are derived from roles or can be hardcoded common ones
const chapters = useMemo<FilterOption[]>(() => {
const common = [
"Digital Content Production",
"Project Management",
"Art Direction",
"CGI-Dev",
"Product Data Management",
];
return common.map((c) => ({ value: c, label: c }));
}, []);
return { clients, countries, roles, chapters };
}
@@ -4,6 +4,8 @@ import { calculateInclusiveDays, MILLISECONDS_PER_DAY } from "./shared.js";
export interface BudgetForecastRow {
projectName: string;
shortCode: string;
clientId: string | null;
clientName: string | null;
budgetCents: number;
spentCents: number;
burnRate: number;
@@ -23,6 +25,8 @@ export async function getDashboardBudgetForecast(
budgetCents: true,
startDate: true,
endDate: true,
clientId: true,
client: { select: { name: true } },
},
});
@@ -86,6 +90,8 @@ export async function getDashboardBudgetForecast(
return {
projectName: p.name,
shortCode: p.shortCode,
clientId: p.clientId,
clientName: p.client?.name ?? null,
budgetCents: p.budgetCents,
spentCents,
burnRate,
@@ -4,6 +4,8 @@ import { calculateInclusiveDays } from "./shared.js";
export interface ProjectHealthRow {
projectName: string;
shortCode: string;
clientId: string | null;
clientName: string | null;
budgetHealth: number;
staffingHealth: number;
timelineHealth: number;
@@ -21,6 +23,8 @@ export async function getDashboardProjectHealth(
shortCode: true,
budgetCents: true,
endDate: true,
clientId: true,
client: { select: { name: true } },
demandRequirements: {
select: {
id: true,
@@ -92,6 +96,8 @@ export async function getDashboardProjectHealth(
return {
projectName: p.name,
shortCode: p.shortCode,
clientId: p.clientId,
clientName: p.client?.name ?? null,
budgetHealth,
staffingHealth,
timelineHealth,
+124 -116
View File
@@ -1,17 +1,61 @@
# Duplicate Assignment Prevention — Plan
# Dashboard Widget Filter System — Plan
## Anforderungsanalyse
**Problem:** Ressourcen koennen demselben Projekt mehrfach zugewiesen werden mit ueberlappenden Zeitraeumen. Beispiel: Wong Wong ist zweimal fuer "Porsche Taycan Sport Film" am 15. April eingetragen.
**Was:** Einheitliches Filter-System fuer alle Dashboard-Widgets. Filter-Logik soll geteilt werden statt pro Widget dupliziert.
**Ursache:** Weder die Application-Layer-Funktionen (`createAssignment`, `fillDemandRequirement`) noch die API-Router pruefen, ob dieselbe Resource bereits eine aktive Zuweisung zum selben Projekt im selben Zeitraum hat. Die bestehende `validateAvailability` prueft nur die Gesamt-Stunden (Overbooking), nicht Projekt-Duplikate.
**Anforderungen pro Widget:**
| Widget | Filter benoetigt |
|--------|-----------------|
| **Project Health** | Projektname (Suche), Client |
| **Budget Forecast** | Projektname (Suche), Client |
| **Chargeability Overview** | Country, Role/Chapter |
| **Skill Gap** | (optional: Skill-Suche) |
| **Resource Table** | Hat bereits: Chapter-Filter |
| **Project Table** | Hat bereits: Suche + Status-Filter |
| **Peak Times** | Hat bereits: Granularity + GroupBy |
**Loesung:** Duplicate-Check an **3 Stellen** einfuegen (defense-in-depth):
1. **Application Layer**`checkDuplicateAssignment()` Funktion im Engine-Paket
2. **API Layer** — Validierung in den Mutations vor dem Create
3. **AI Assistant**`create_allocation` und `fill_demand` Tools pruefen vor Ausfuehrung
**Design-Prinzip:** Ein shared `<WidgetFilterBar>` Komponente die verschiedene Filter-Typen als deklarative Config akzeptiert. Filter-State wird via `onConfigChange` im Widget-Config persistiert (bereits vorhanden).
**Scope:** Betrifft `packages/engine`, `packages/application`, `packages/api`, UI (Warnmeldung).
---
## Architektur
### Shared Filter Component
```tsx
// Deklarative Filter-Konfiguration pro Widget
const filters: WidgetFilter[] = [
{ type: "search", key: "search", placeholder: "Filter projects..." },
{ type: "select", key: "clientId", label: "Client", options: clients },
{ type: "select", key: "countryId", label: "Country", options: countries },
{ type: "select", key: "roleId", label: "Role", options: roles },
];
<WidgetFilterBar
filters={filters}
values={config} // Aktueller Filter-State aus Widget-Config
onChange={onConfigChange} // Persistiert in localStorage via Dashboard-Layout
/>
```
### Filter-Typen
| Typ | UI-Element | Use Cases |
|-----|-----------|-----------|
| `search` | Text-Input mit Lupe | Projektname, Ressourcenname |
| `select` | Dropdown | Client, Country, Role, Status |
| `toggle` | Checkbox | Include Proposed, Show Inactive |
### Daten-Flow
```
Widget Config (localStorage)
↓ values
WidgetFilterBar → onChange → onConfigChange → persistiert
↓ values
Widget Query (tRPC) → gefilterte Daten
```
---
@@ -19,150 +63,114 @@
| Paket | Dateien | Art der Aenderung |
|-------|---------|------------------|
| `packages/engine` | `src/allocation/duplicate-check.ts` | **create**Pure Funktion `checkDuplicateAssignment()` |
| `packages/engine` | `src/index.ts` | **edit**Export hinzufuegen |
| `packages/application` | `src/use-cases/allocation/create-assignment.ts` | **edit**Duplicate-Check vor DB-Write |
| `packages/application` | `src/use-cases/allocation/fill-demand-requirement.ts` | **edit**Duplicate-Check vor DB-Write |
| `packages/api` | `src/router/allocation.ts` | **edit**Duplicate-Check in `create`, `createAssignment` Mutations |
| `packages/api` | `src/router/assistant-tools.ts` | **edit**Check in `create_allocation`, `fill_demand` Tools |
| `packages/api` | `src/router/timeline.ts` | **edit**Check in `batchShiftAllocations` (falls Shift Duplikat erzeugt) |
| `apps/web` | `src/components/allocations/AllocationModal.tsx` | **edit** — Warning anzeigen wenn Duplikat erkannt |
| `apps/web` | `src/components/staffing/StaffingPanel.tsx` | **edit** — Warning im Assign-Formular |
| `packages/engine` | `src/__tests__/duplicate-check.test.ts` | **create** — Unit Tests |
| `apps/web` | `src/components/dashboard/WidgetFilterBar.tsx` | **create**Shared Filter-Komponente |
| `apps/web` | `src/hooks/useWidgetFilterOptions.ts` | **create**Hook fuer gemeinsame Filter-Optionen (clients, countries, roles) |
| `apps/web` | `src/components/dashboard/widgets/ProjectHealthWidget.tsx` | **edit**Filter integrieren |
| `apps/web` | `src/components/dashboard/widgets/BudgetForecastWidget.tsx` | **edit**Filter integrieren |
| `apps/web` | `src/components/dashboard/widgets/ChargeabilityWidget.tsx` | **edit**Filter integrieren |
| `apps/web` | `src/components/dashboard/widgets/SkillGapWidget.tsx` | **edit**Optional: Skill-Suche |
| `apps/web` | `src/components/dashboard/widgets/DemandWidget.tsx` | **edit**Optional: Client/Chapter Filter |
| `apps/web` | `src/components/dashboard/widgets/TopValueWidget.tsx` | **edit** — Optional: Chapter Filter |
---
## Task-Liste
### Phase 1: Engine — Pure Duplicate-Check Funktion
### Phase 1: Shared Infrastructure
- [ ] **Task 1:** Duplicate-Check Funktion erstellen → `packages/engine/src/allocation/duplicate-check.ts`
- [ ] **Task 1:** `useWidgetFilterOptions` Hook erstellen → `src/hooks/useWidgetFilterOptions.ts`
- Cached Queries fuer Clients, Countries, Roles (alle mit `staleTime: 300_000`)
- Gibt `{ clients, countries, roles, chapters }` als `{ value: string, label: string }[]` zurueck
- Chapters extrahiert aus Resource-Daten oder als dedizierte Query
- Nur einmal pro Dashboard geladen, von allen Widgets geteilt
- [ ] **Task 2:** `WidgetFilterBar` Komponente erstellen → `src/components/dashboard/WidgetFilterBar.tsx`
```typescript
interface ExistingAssignment {
id: string;
resourceId: string;
projectId: string;
startDate: Date;
endDate: Date;
status: string; // nur CONFIRMED, ACTIVE, PROPOSED zaehlen
interface WidgetFilter {
type: "search" | "select" | "toggle";
key: string; // Config-Schluessel (z.B. "clientId")
label?: string; // Display-Label
placeholder?: string; // Fuer search/select
options?: { value: string; label: string }[]; // Fuer select
}
interface DuplicateCheckResult {
isDuplicate: boolean;
conflictingAssignment?: ExistingAssignment;
message?: string; // z.B. "Resource Wong Wong is already assigned to Porsche Taycan (2026-03-01 to 2026-06-30)"
interface WidgetFilterBarProps {
filters: WidgetFilter[];
values: Record<string, unknown>;
onChange: (update: Record<string, unknown>) => void;
}
export function checkDuplicateAssignment(
resourceId: string,
projectId: string,
startDate: Date,
endDate: Date,
existingAssignments: ExistingAssignment[],
excludeAssignmentId?: string, // fuer Updates: eigene ID ausschliessen
): DuplicateCheckResult
```
- Prueft: Gibt es in `existingAssignments` eine Zuweisung mit **gleicher resourceId + gleicher projectId** deren Zeitraum sich mit [startDate, endDate] ueberschneidet?
- Ignoriert: CANCELLED Status, eigene ID (bei Updates)
- Overlap-Logik: `existingStart <= newEnd && existingEnd >= newStart`
- Kompaktes Layout: horizontal, passt in Widget-Header-Bereich
- Kleine Inputs (text-xs, py-1) damit sie nicht zu viel Platz nehmen
- "Reset" Button wenn Filter aktiv
- Dark-Theme Support
- [ ] **Task 2:** Unit Tests → `packages/engine/src/__tests__/duplicate-check.test.ts`
- Kein Duplikat: verschiedene Projekte
- Kein Duplikat: gleicher Projekt, aber nicht ueberlappend (vor/nach)
- Duplikat: gleicher Projekt, vollstaendig ueberlappend
- Duplikat: gleicher Projekt, teilweise ueberlappend
- Kein Duplikat: gleicher Projekt, aber CANCELLED
- Kein Duplikat: Update der eigenen Zuweisung (excludeAssignmentId)
### Phase 2: Widget Integration (parallel)
- [ ] **Task 3:** Export → `packages/engine/src/index.ts`
- [ ] **Task 3:** ProjectHealthWidget + Filter → `ProjectHealthWidget.tsx`
- Filter: `search` (Projektname), `select` (Client)
- Client-Daten laden via useWidgetFilterOptions
- Filtern: `rows.filter(r => matchesSearch && matchesClient)`
- Filter-State via `config.search`, `config.clientId`
### Phase 2: Application Layer — Integration in Create-Flows
- [ ] **Task 4:** BudgetForecastWidget + Filter → `BudgetForecastWidget.tsx`
- Gleiche Filter wie ProjectHealth: search + clientId
- Gleiche Logik, gleiche WidgetFilterBar Config
- [ ] **Task 4:** `createAssignment` erweitern → `packages/application/src/use-cases/allocation/create-assignment.ts`
- Nach dem Laden von `existingBookings` (Zeile 101-106): `checkDuplicateAssignment()` aufrufen
- Bei `isDuplicate: true`: `throw new TRPCError({ code: "CONFLICT", message: result.message })`
- Bestehende Bookings bereits vorhanden — nur filtern auf gleichen `projectId`
- [ ] **Task 5:** ChargeabilityWidget + Filter → `ChargeabilityWidget.tsx`
- Filter: `select` (Country), `select` (Role/Chapter)
- Country/Role-Daten via useWidgetFilterOptions
- Filtern ueber die Resource-Daten in der Chargeability-Antwort
- `toggle` (Include Proposed) — bereits vorhanden, in WidgetFilterBar integrieren
- [ ] **Task 5:** `fillDemandRequirement` erweitern → `packages/application/src/use-cases/allocation/fill-demand-requirement.ts`
- Vor dem Assignment-Create: gleicher Check
- DemandRequirement hat bereits `projectId` — diesen nutzen
- [ ] **Task 6:** SkillGapWidget + Filter → `SkillGapWidget.tsx`
- Filter: `search` (Skill-Name)
- Einfache client-seitige Filterung der Skill-Liste
### Phase 3: API + AI Assistant
- [ ] **Task 6:** AI Assistant Tools erweitern → `packages/api/src/router/assistant-tools.ts`
- `create_allocation` Tool: Vor `createAssignment` Call, bestehende Assignments pruefen
- `fill_demand` Tool: Gleicher Check
- Bei Duplikat: Tool gibt klare Fehlermeldung zurueck statt Exception:
`"Cannot assign: Wong Wong is already assigned to Porsche Taycan Sport Film from 2026-01-15 to 2026-06-30. Use update_allocation_status to modify the existing assignment instead."`
### Phase 4: UI Warnungen
- [ ] **Task 7:** AllocationModal Warning → `apps/web/src/components/allocations/AllocationModal.tsx`
- Wenn User Resource + Project + Dates auswaehlt: pruefen ob Duplikat existiert
- Query: `trpc.allocation.listView({ projectId })` — bereits geladen
- Gelbe Warning-Box: "This resource is already assigned to this project from X to Y"
- Submit-Button nicht blockieren (Warning, nicht Error) — User kann bewusst doppelt buchen
- [ ] **Task 8:** StaffingPanel Assign Warning → `apps/web/src/components/staffing/StaffingPanel.tsx`
- Im AssignForm: nach Project-Auswahl pruefen ob Resource bereits dort zugewiesen
- Gleiche Warning-Box wie AllocationModal
### Phase 5: Bereinigung bestehender Duplikate
- [ ] **Task 9:** Cleanup-Script → `packages/db/scripts/deduplicate-assignments.ts`
- Findet alle Duplikate: gleiche resourceId + projectId mit ueberlappenden Dates
- Merged sie: behaelt die aeltere Zuweisung, entfernt die neuere (oder merged Zeitraeume)
- Dry-run Modus: zeigt was geaendert wuerde ohne zu aendern
- Kann via `pnpm --filter @planarchy/db exec tsx scripts/deduplicate-assignments.ts` ausgefuehrt werden
- [ ] **Task 7:** TopValueWidget + Filter → `TopValueWidget.tsx`
- Filter: `select` (Chapter) — bereits sortierbar, Chapter-Filter hinzufuegen
---
## Abhaengigkeiten
```
Task 1 (Engine Funktion) Task 2 (Tests) → Task 3 (Export)
Task 3 → Task 4 + Task 5 (parallel, Application Layer)
Task 3 → Task 6 (AI Assistant)
Task 3 → Task 7 + Task 8 (parallel, UI Warnungen)
Task 9 (Cleanup) ist unabhaengig, kann jederzeit ausgefuehrt werden
Task 1 (Hook) + Task 2 (WidgetFilterBar) → koennen parallel
Task 1+2 → Tasks 3-7 (alle parallel, verschiedene Dateien)
```
- Tasks 4+5 koennen **parallel** (verschiedene Dateien)
- Tasks 6, 7, 8 koennen **parallel** (verschiedene Dateien)
- Task 9 sollte **nach** den anderen Tasks laufen (damit neue Duplikate verhindert werden)
- Tasks 3-7 sind **vollstaendig parallel** (verschiedene Widget-Dateien)
- Tasks 1+2 muessen zuerst (shared Infrastructure)
---
## Akzeptanzkriterien
- [ ] `pnpm test:unit` laeuft gruen (inkl. neue duplicate-check Tests)
- [ ] `pnpm --filter @planarchy/web exec tsc --noEmit` — keine neuen Errors
- [ ] **API:** `createAssignment` wirft CONFLICT wenn Resource bereits zum gleichen Projekt zugewiesen
- [ ] **API:** `fillDemandRequirement` wirft CONFLICT bei Duplikat
- [ ] **AI Assistant:** `create_allocation` gibt klare Fehlermeldung bei Duplikat
- [ ] **AI Assistant:** `fill_demand` gibt klare Fehlermeldung bei Duplikat
- [ ] **UI:** AllocationModal zeigt gelbe Warning bei erkanntem Duplikat
- [ ] **UI:** StaffingPanel AssignForm zeigt Warning bei Duplikat
- [ ] **Cleanup:** Bestehende Duplikate in der DB bereinigt
- [ ] **Timeline:** Wong Wong hat keine doppelten Strips mehr am 15. April
- [ ] **ProjectHealth** filterbar nach Projektname + Client
- [ ] **BudgetForecast** filterbar nach Projektname + Client
- [ ] **Chargeability** filterbar nach Country + Role
- [ ] **SkillGap** filterbar nach Skill-Name
- [ ] **TopValue** filterbar nach Chapter
- [ ] Filter-State wird in Widget-Config persistiert (bleibt nach Reload)
- [ ] Reset-Button setzt alle Filter zurueck
- [ ] Dark-Theme funktioniert fuer alle Filter
- [ ] Filter-Optionen werden gecacht (nicht pro Widget neu geladen)
---
## Risiken & offene Fragen
### Risiken
- **False Positives:** Legitime Doppelbuchungen (z.B. verschiedene Rollen auf demselben Projekt) werden blockiert
→ Mitigation: Warning im UI, Error nur im API — User kann override-en, AI Assistant gibt Hinweis
- **Race Condition:** Zwei gleichzeitige Requests koennten beide den Check passieren
→ Mitigation: DB-Level unique constraint ist nicht moeglich (flexible Zeitraeume), aber Transaction-Isolation schuetzt
- **Widget-Groesse:** Filter-Bar braucht Platz — bei kleinen Widgets koennte es eng werden
→ Mitigation: Kompakte Inputs (xs), collapsible Filter-Bar mit Funnel-Icon
- **Performance:** Zusaetzliche tRPC-Queries fuer Client/Country/Role Listen
→ Mitigation: Ein shared Hook mit 5-Minuten staleTime, von allen Widgets geteilt
### Offene Fragen
1. **Soll der Check nur warnen oder blockieren?**
→ Empfehlung: API blockiert (CONFLICT), UI warnt (gelbe Box, Submit moeglich), AI blockiert
2. **Was passiert bei Updates/Shifts?**
excludeAssignmentId nutzen um die eigene Zuweisung auszuschliessen
3. **Welche Status zaehlen als "aktiv"?**
CONFIRMED, ACTIVE, PROPOSED — nicht CANCELLED, DRAFT
4. **Sollen verschiedene Rollen erlaubt sein?**
→ Vorschlag: Ja, aber mit Warning. Gleiche Rolle + gleiches Projekt = Block, verschiedene Rolle = Warning only
1. **Server-side vs Client-side Filtering?**
→ Empfehlung: Client-seitig, da Widget-Daten bereits komplett geladen sind (max 30-50 Rows)
2. **Soll der Filter-Bar im Widget-Header oder darunter angezeigt werden?**
Empfehlung: Direkt unter dem Titel, ueber der Tabelle — kompakt mit kleinen Inputs
3. **Sollen Filter-Optionen leer sein wenn keine Daten vorhanden?**
Ja, leere Dropdowns zeigen "(All)" als Default