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
@@ -1,11 +1,18 @@
import type { PrismaClient } from "@planarchy/db";
import { computeChargeability } from "@planarchy/engine";
import type { WeekdayAvailability } from "@planarchy/shared";
import {
isChargeabilityActualBooking,
isChargeabilityRelevantProject,
} from "../allocation/chargeability-bookings.js";
import { listAssignmentBookings } from "../allocation/list-assignment-bookings.js";
export interface GetDashboardChargeabilityOverviewInput {
includeProposed?: boolean;
topN: number;
watchlistThreshold: number;
countryIds?: string[];
departed?: boolean;
now?: Date;
}
@@ -18,12 +25,20 @@ export async function getDashboardChargeabilityOverview(
const end = new Date(now.getFullYear(), now.getMonth() + 1, 0);
const resources = await db.resource.findMany({
where: { isActive: true },
where: {
isActive: true,
...(input.countryIds && input.countryIds.length > 0
? { countryId: { in: input.countryIds } }
: {}),
...(input.departed !== undefined ? { departed: input.departed } : {}),
},
select: {
id: true,
eid: true,
displayName: true,
chapter: true,
countryId: true,
departed: true,
chargeabilityTarget: true,
availability: true,
},
@@ -37,11 +52,11 @@ export async function getDashboardChargeabilityOverview(
const stats = resources.map((resource) => {
const availability = resource.availability as unknown as WeekdayAvailability;
const resourceBookings = bookings.filter((booking) => booking.resourceId === resource.id);
const actualAllocations = resourceBookings.filter(
(booking) =>
(booking.status === "CONFIRMED" || booking.status === "ACTIVE") &&
booking.project.status !== "DRAFT" &&
booking.project.status !== "CANCELLED",
const actualAllocations = resourceBookings.filter((booking) =>
isChargeabilityActualBooking(booking, input.includeProposed === true),
);
const expectedAllocations = resourceBookings.filter(
(booking) => isChargeabilityRelevantProject(booking.project, true),
);
const actual = computeChargeability(
availability,
@@ -51,7 +66,7 @@ export async function getDashboardChargeabilityOverview(
);
const expected = computeChargeability(
availability,
resourceBookings,
expectedAllocations,
start,
end,
);
@@ -61,6 +76,8 @@ export async function getDashboardChargeabilityOverview(
eid: resource.eid,
displayName: resource.displayName,
chapter: resource.chapter,
countryId: resource.countryId,
departed: resource.departed,
chargeabilityTarget: resource.chargeabilityTarget,
actualChargeability: actual.chargeability,
expectedChargeability: expected.chargeability,
@@ -69,16 +86,14 @@ export async function getDashboardChargeabilityOverview(
return {
top: [...stats]
.sort((left, right) => right.actualChargeability - left.actualChargeability)
.slice(0, input.topN),
.sort((left, right) => right.actualChargeability - left.actualChargeability),
watchlist: [...stats]
.filter(
(resource) =>
resource.actualChargeability <
resource.chargeabilityTarget - input.watchlistThreshold,
)
.sort((left, right) => left.actualChargeability - right.actualChargeability)
.slice(0, input.topN),
.sort((left, right) => left.actualChargeability - right.actualChargeability),
month: `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}`,
};
}