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
+2
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@@ -8,6 +8,8 @@ export const RESOURCE_COLUMNS: ColumnDef[] = [
{ key: "chargeability", label: "Chargeability", defaultVisible: true, hideable: true, sortable: true },
{ key: "lcr", label: "LCR", defaultVisible: false, hideable: true },
{ key: "valueScore", label: "Score", defaultVisible: false, hideable: true },
{ key: "rolledOff", label: "Rolled Off", defaultVisible: false, hideable: true },
{ key: "departed", label: "Departed", defaultVisible: false, hideable: true },
{ key: "isActive", label: "Status", defaultVisible: true, hideable: true },
];
@@ -334,6 +334,36 @@ export const UpdateWeeklyPhasingSchema = z.object({
export type GenerateWeeklyPhasingInput = z.infer<typeof GenerateWeeklyPhasingSchema>;
export type UpdateWeeklyPhasingInput = z.infer<typeof UpdateWeeklyPhasingSchema>;
// ─── Commercial Terms ───────────────────────────────────────────────────────
export const PricingModelSchema = z.enum(["fixed_price", "time_and_materials", "hybrid"]);
export const PaymentMilestoneSchema = z.object({
label: z.string().min(1).max(200),
percent: z.number().min(0).max(100),
dueDate: z.string().regex(/^\d{4}-\d{2}-\d{2}$/).nullable().optional(),
description: z.string().max(1000).nullable().optional(),
});
export const CommercialTermsSchema = z.object({
pricingModel: PricingModelSchema.default("fixed_price"),
contingencyPercent: z.number().min(0).max(100).default(0),
discountPercent: z.number().min(0).max(100).default(0),
paymentTermDays: z.number().int().min(0).max(365).default(30),
paymentMilestones: z.array(PaymentMilestoneSchema).default([]),
warrantyMonths: z.number().int().min(0).max(60).default(0),
notes: z.string().max(5_000).nullable().optional(),
});
export const UpdateCommercialTermsSchema = z.object({
estimateId: z.string(),
versionId: z.string().optional(),
terms: CommercialTermsSchema,
});
export type CommercialTermsInput = z.infer<typeof CommercialTermsSchema>;
export type UpdateCommercialTermsInput = z.infer<typeof UpdateCommercialTermsSchema>;
export type CreateEstimateInput = z.infer<typeof CreateEstimateSchema>;
export type UpdateEstimateInput = z.infer<typeof UpdateEstimateSchema>;
export type UpdateEstimateDraftInput = z.infer<typeof UpdateEstimateDraftSchema>;
+32
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@@ -326,6 +326,38 @@ export interface WeeklyPhasingConfig {
pattern: PhasingPattern;
}
// --- Commercial Terms ---
export type PricingModel = "fixed_price" | "time_and_materials" | "hybrid";
export interface PaymentMilestone {
label: string;
percent: number;
dueDate?: string | null;
description?: string | null;
}
export interface CommercialTerms {
pricingModel: PricingModel;
contingencyPercent: number;
discountPercent: number;
paymentTermDays: number;
paymentMilestones: PaymentMilestone[];
warrantyMonths: number;
notes?: string | null;
}
export interface CommercialTermsSummary {
baseCostCents: number;
basePriceCents: number;
contingencyCents: number;
discountCents: number;
adjustedCostCents: number;
adjustedPriceCents: number;
adjustedMarginCents: number;
adjustedMarginPercent: number;
}
export interface EstimatePlanningHandoffResult {
estimateId: string;
estimateVersionId: string;
+1
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@@ -52,4 +52,5 @@ export interface Resource {
valueScore?: number | null;
valueScoreBreakdown?: ValueScoreBreakdown | null;
valueScoreUpdatedAt?: Date | null;
isOwnedByCurrentUser?: boolean;
}