feat: dashboard overhaul, chargeability reports, dispo import enhancements, UI polish

Dashboard: expanded chargeability widget, resource/project table widgets
with sorting and filters, stat cards with formatMoney integration.

Chargeability: new report client with filtering, chargeability-bookings
use case, updated dashboard overview logic.

Dispo import: TBD project handling, parse-dispo-matrix improvements,
stage-dispo-projects resource value scores, new tests.

Estimates: CommercialTermsEditor component, commercial-terms engine
module, expanded estimate schemas and types.

UI: AppShell navigation updates, timeline filter/toolbar enhancements,
role management improvements, signin page redesign, Tailwind/globals
polish, SystemSettings SMTP section, anonymization support.

Tests: new router tests (anonymization, chargeability, effort-rule,
entitlement, estimate, experience-multiplier, notification, resource,
staffing, vacation).

Co-Authored-By: claude-flow <ruv@ruv.net>
This commit is contained in:
2026-03-14 23:29:07 +01:00
parent ad0855902b
commit 625a842d89
74 changed files with 11680 additions and 1583 deletions
@@ -10,10 +10,11 @@ import {
type AssignmentSlice,
} from "@planarchy/engine";
import type { SpainScheduleRule } from "@planarchy/shared";
import { listAssignmentBookings } from "@planarchy/application";
import { isChargeabilityActualBooking, listAssignmentBookings } from "@planarchy/application";
import { VacationStatus } from "@planarchy/db";
import { z } from "zod";
import { createTRPCRouter, controllerProcedure } from "../trpc.js";
import { anonymizeResources, getAnonymizationDirectory } from "../lib/anonymization.js";
export const chargeabilityReportRouter = createTRPCRouter({
getReport: controllerProcedure
@@ -24,10 +25,11 @@ export const chargeabilityReportRouter = createTRPCRouter({
orgUnitId: z.string().optional(),
managementLevelGroupId: z.string().optional(),
countryId: z.string().optional(),
includeProposed: z.boolean().default(false),
}),
)
.query(async ({ ctx, input }) => {
const { startMonth, endMonth } = input;
const { startMonth, endMonth, includeProposed } = input;
// Parse month range
const [startYear, startMo] = startMonth.split("-").map(Number) as [number, number];
@@ -100,7 +102,8 @@ export const chargeabilityReportRouter = createTRPCRouter({
// Normalize bookings to a common shape
const assignments = allBookings
.filter((b) => b.resourceId !== null)
.filter((booking) => booking.resourceId !== null)
.filter((booking) => isChargeabilityActualBooking(booking, includeProposed))
.map((b) => ({
resourceId: b.resourceId!,
startDate: b.startDate,
@@ -171,8 +174,6 @@ export const chargeabilityReportRouter = createTRPCRouter({
// Build assignment slices for this month
const slices: AssignmentSlice[] = [];
for (const a of resourceAssignments) {
// Skip DRAFT projects
if (a.project.status === "DRAFT" || a.project.status === "CANCELLED") continue;
const workingDays = countWorkingDaysInOverlap(monthStart, monthEnd, a.startDate, a.endDate);
if (workingDays <= 0) continue;
@@ -236,9 +237,11 @@ export const chargeabilityReportRouter = createTRPCRouter({
};
});
const directory = await getAnonymizationDirectory(ctx.db);
return {
monthKeys,
resources: resourceRows,
resources: anonymizeResources(resourceRows, directory),
groupTotals,
};
}),