feat(web): overbooking and vacation conflict warnings in AllocationModal

- New ConflictWarningPanel component: amber box with per-day overbooking
  table (capacity / already booked / new / overage) and sky-blue info box
  for vacation overlap. Overbooking section has an 'I understand' checkbox
  that must be ticked before Save is enabled; vacation overlap is
  informational only.
- AllocationModal: fires allocation.checkConflicts reactively when
  resourceId, dates and hoursPerDay are all set. Shows ConflictWarningPanel
  between form body and footer. Passes allowOverbooking: true to the
  createAssignment mutation when the user acknowledges. Acknowledgment
  resets whenever key fields change.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-04-09 10:15:37 +02:00
parent 61e52e9995
commit 3e8df09cd8
2 changed files with 185 additions and 26 deletions
@@ -1,15 +1,17 @@
"use client";
import { useState, useEffect, useRef, useMemo } from "react";
import { useFocusTrap } from "~/hooks/useFocusTrap.js";
import { useState, useEffect, useMemo } from "react";
import { AnimatedModal } from "~/components/ui/AnimatedModal.js";
import { useInvalidatePlanningViews } from "~/hooks/useInvalidatePlanningViews.js";
import { AllocationStatus } from "@capakraken/shared";
import type { AllocationWithDetails, RecurrencePattern } from "@capakraken/shared";
import { trpc } from "~/lib/trpc/client.js";
import { getPlanningEntryMutationId } from "~/lib/planningEntryIds.js";
import { toDateInputValue } from "~/lib/format.js";
import { DateInput } from "~/components/ui/DateInput.js";
import { RecurrenceEditor } from "./RecurrenceEditor.js";
import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
import { ConflictWarningPanel } from "./ConflictWarningPanel.js";
const ALLOCATION_STATUSES = Object.values(AllocationStatus);
type EntryKind = "demand" | "assignment";
@@ -20,15 +22,6 @@ interface AllocationModalProps {
onSuccess: () => void;
}
function toDateInputValue(date: Date | string | null | undefined): string {
if (!date) return "";
const d = typeof date === "string" ? new Date(date) : date;
const y = d.getFullYear();
const m = String(d.getMonth() + 1).padStart(2, "0");
const day = String(d.getDate()).padStart(2, "0");
return `${y}-${m}-${day}`;
}
export function AllocationModal({ allocation, onClose, onSuccess }: AllocationModalProps) {
const isEditing = Boolean(allocation);
const initialEntryKind: EntryKind = allocation && !allocation.resourceId ? "demand" : "assignment";
@@ -56,9 +49,7 @@ export function AllocationModal({ allocation, onClose, onSuccess }: AllocationMo
existingMeta?.recurrence as RecurrencePattern | undefined,
);
const [serverError, setServerError] = useState<string | null>(null);
const panelRef = useRef<HTMLDivElement>(null);
useFocusTrap(panelRef, true);
const [overbookingAcknowledged, setOverbookingAcknowledged] = useState(false);
const { data: resources } = trpc.resource.directory.useQuery(
{ isActive: true, limit: 500 },
@@ -80,6 +71,27 @@ export function AllocationModal({ allocation, onClose, onSuccess }: AllocationMo
{ enabled: shouldCheckOverlap, staleTime: 30_000 },
);
// Pre-flight conflict check: overbooking + vacation overlap for this resource/period.
const conflictCheckStart = startDate ? new Date(startDate) : null;
const conflictCheckEnd = endDate ? new Date(endDate) : null;
const shouldCheckConflicts =
!isDemandEntry &&
!!resourceId &&
conflictCheckStart !== null && !isNaN(conflictCheckStart.getTime()) &&
conflictCheckEnd !== null && !isNaN(conflictCheckEnd.getTime()) &&
hoursPerDay > 0;
// eslint-disable-next-line @typescript-eslint/no-explicit-any
const { data: conflictResult, isFetching: checkingConflicts } = (trpc.allocation.checkConflicts.useQuery as any)(
{
resourceId,
startDate: conflictCheckStart,
endDate: conflictCheckEnd,
hoursPerDay,
excludeAssignmentId: isEditing && allocation?.id ? allocation.id : undefined,
},
{ enabled: shouldCheckConflicts, staleTime: 15_000 },
) as { data: import("@capakraken/shared").AllocationConflictCheckResult | undefined; isFetching: boolean };
const overlapWarning = useMemo(() => {
if (!shouldCheckOverlap || !existingAllocations || !startDate || !endDate) return null;
const formStart = new Date(startDate);
@@ -158,8 +170,13 @@ export function AllocationModal({ allocation, onClose, onSuccess }: AllocationMo
createAssignmentMutation.isPending ||
updateMutation.isPending;
// Block submit when overbooking detected but not yet acknowledged
const hasUnacknowledgedOverbooking =
!isDemandEntry && conflictResult?.isOverbooking === true && !overbookingAcknowledged;
useEffect(() => {
setServerError(null);
setOverbookingAcknowledged(false);
}, [resourceId, projectId, roleId, roleFreeText, startDate, endDate, hoursPerDay, status, entryKind]);
function handleSubmit(e: React.FormEvent) {
@@ -245,6 +262,7 @@ export function AllocationModal({ allocation, onClose, onSuccess }: AllocationMo
percentage,
status: status as AllocationStatus,
metadata,
allowOverbooking: overbookingAcknowledged,
});
}
}
@@ -259,19 +277,11 @@ export function AllocationModal({ allocation, onClose, onSuccess }: AllocationMo
const entryLabel = isDemandEntry ? "Open Demand" : "Assignment";
return (
<AnimatedModal open={true} onClose={onClose} maxWidth="max-w-xl" className="mx-4">
<div
className="fixed inset-0 bg-black/50 z-50 flex items-start justify-center overflow-y-auto py-8"
onClick={(e) => {
if (e.target === e.currentTarget) onClose();
}}
>
<div
ref={panelRef}
role="dialog"
aria-modal="true"
data-testid="allocation-modal"
className="bg-white dark:bg-gray-800 rounded-xl shadow-2xl w-full max-w-xl mx-4"
onKeyDown={(e) => { if (e.key === "Escape") onClose(); }}
>
{/* Header */}
<div className="flex items-center justify-between px-6 py-4 border-b border-gray-200 dark:border-gray-700">
@@ -506,13 +516,31 @@ export function AllocationModal({ allocation, onClose, onSuccess }: AllocationMo
</div>
)}
{/* Overlap warning */}
{/* Overlap warning (same-project duplicate) */}
{overlapWarning && (
<div className="rounded-lg border border-amber-300 bg-amber-50 px-3 py-2 text-sm text-amber-800 dark:border-amber-700 dark:bg-amber-950/30 dark:text-amber-300">
{"\u26A0"} {overlapWarning}
</div>
)}
{/* Overbooking + vacation conflict panel */}
{conflictResult && (
<ConflictWarningPanel
result={conflictResult}
isLoading={checkingConflicts}
acknowledged={overbookingAcknowledged}
onAcknowledge={setOverbookingAcknowledged}
/>
)}
{!conflictResult && checkingConflicts && (
<ConflictWarningPanel
result={{ isOverbooking: false, overbooking: null, vacationOverlap: [], hasVacationOverlap: false }}
isLoading={true}
acknowledged={false}
onAcknowledge={() => {}}
/>
)}
{/* Footer */}
<div className="flex items-center justify-end gap-3 pt-2">
<button
@@ -525,7 +553,8 @@ export function AllocationModal({ allocation, onClose, onSuccess }: AllocationMo
</button>
<button
type="submit"
disabled={isPending}
disabled={isPending || hasUnacknowledgedOverbooking}
title={hasUnacknowledgedOverbooking ? "Acknowledge the overbooking warning above to proceed" : undefined}
className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
>
{isPending ? "Saving…" : "Save"}
@@ -533,6 +562,6 @@ export function AllocationModal({ allocation, onClose, onSuccess }: AllocationMo
</div>
</form>
</div>
</div>
</AnimatedModal>
);
}
@@ -0,0 +1,130 @@
"use client";
import { useState } from "react";
import type { AllocationConflictCheckResult } from "@capakraken/shared";
const INITIAL_ROWS_SHOWN = 5;
interface ConflictWarningPanelProps {
result: AllocationConflictCheckResult;
isLoading: boolean;
acknowledged: boolean;
onAcknowledge: (v: boolean) => void;
}
export function ConflictWarningPanel({
result,
isLoading,
acknowledged,
onAcknowledge,
}: ConflictWarningPanelProps) {
const [showAllDays, setShowAllDays] = useState(false);
if (isLoading) {
return (
<div className="flex items-center gap-2 rounded-lg border border-gray-200 dark:border-gray-700 bg-gray-50 dark:bg-gray-800/40 px-4 py-3 text-sm text-gray-500 dark:text-gray-400">
<span className="inline-block h-3 w-3 shrink-0 animate-spin rounded-full border-2 border-gray-400 border-t-transparent" />
Checking availability
</div>
);
}
const hasAny = result.isOverbooking || result.hasVacationOverlap;
if (!hasAny) return null;
const conflictDays = result.overbooking?.conflictDays ?? [];
const visibleDays = showAllDays ? conflictDays : conflictDays.slice(0, INITIAL_ROWS_SHOWN);
const hiddenCount = conflictDays.length - INITIAL_ROWS_SHOWN;
return (
<div className="space-y-3">
{/* ── Overbooking ─────────────────────────────────────────────── */}
{result.isOverbooking && result.overbooking && (
<div className="rounded-lg border border-amber-300 dark:border-amber-700 bg-amber-50 dark:bg-amber-950/30 p-4 text-sm">
<p className="font-semibold text-amber-800 dark:text-amber-300">
Overbooking on {result.overbooking.totalConflictDays} day
{result.overbooking.totalConflictDays !== 1 ? "s" : ""}
{" "}(up to {result.overbooking.maxOverbookPercent}% over capacity)
</p>
<p className="mt-1 text-amber-700 dark:text-amber-400">
The resource already has allocations that exceed their daily capacity on the following days.
You can still save check the box below to confirm.
</p>
{/* Day-by-day table */}
<div className="mt-3 overflow-x-auto">
<table className="w-full text-xs text-left text-amber-800 dark:text-amber-300">
<thead>
<tr className="border-b border-amber-200 dark:border-amber-800">
<th className="pb-1 pr-4 font-medium">Date</th>
<th className="pb-1 pr-4 font-medium text-right">Capacity</th>
<th className="pb-1 pr-4 font-medium text-right">Booked</th>
<th className="pb-1 pr-4 font-medium text-right">New</th>
<th className="pb-1 font-medium text-right">Over</th>
</tr>
</thead>
<tbody>
{visibleDays.map((day) => (
<tr key={day.date} className="border-b border-amber-100 dark:border-amber-900/50 last:border-0">
<td className="py-1 pr-4">{day.date}</td>
<td className="py-1 pr-4 text-right">{day.availableHours}h</td>
<td className="py-1 pr-4 text-right">{day.existingHours}h</td>
<td className="py-1 pr-4 text-right">{day.requestedHours}h</td>
<td className="py-1 text-right font-semibold text-red-600 dark:text-red-400">
+{day.overageHours.toFixed(1)}h
</td>
</tr>
))}
</tbody>
</table>
</div>
{hiddenCount > 0 && (
<button
type="button"
onClick={() => setShowAllDays((v) => !v)}
className="mt-2 text-xs font-medium text-amber-700 dark:text-amber-400 underline underline-offset-2"
>
{showAllDays ? "Show less" : `Show ${hiddenCount} more day${hiddenCount !== 1 ? "s" : ""}`}
</button>
)}
{/* Acknowledgment checkbox */}
<label className="mt-3 flex cursor-pointer items-center gap-2 select-none">
<input
type="checkbox"
checked={acknowledged}
onChange={(e) => onAcknowledge(e.target.checked)}
className="rounded border-amber-400 dark:border-amber-600 text-amber-600 focus:ring-amber-500"
/>
<span className="text-amber-800 dark:text-amber-300 text-xs font-medium">
I understand and want to proceed with overbooking
</span>
</label>
</div>
)}
{/* ── Vacation overlap ─────────────────────────────────────────── */}
{result.hasVacationOverlap && (
<div className="rounded-lg border border-sky-200 dark:border-sky-800 bg-sky-50 dark:bg-sky-950/30 p-4 text-sm">
<p className="font-semibold text-sky-800 dark:text-sky-300">
Resource has approved leave during this period
</p>
<p className="mt-1 text-sky-700 dark:text-sky-400">
Vacation days are excluded from billable hours and daily cost calculations.
</p>
<ul className="mt-2 space-y-1">
{result.vacationOverlap.map((v, i) => (
<li key={i} className="flex items-center gap-2 text-xs text-sky-700 dark:text-sky-400">
<span className="inline-block h-1.5 w-1.5 shrink-0 rounded-full bg-sky-400" />
<span className="font-medium capitalize">{v.type.replace(/_/g, " ").toLowerCase()}</span>
{v.isHalfDay && <span className="text-sky-500">(half-day)</span>}
<span>{v.startDate === v.endDate ? v.startDate : `${v.startDate} ${v.endDate}`}</span>
</li>
))}
</ul>
</div>
)}
</div>
);
}