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refactor(api): extract assistant dashboard insights slice

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This commit is contained in:
Hartmut Nörenberg
2026-03-30 22:23:05 +02:00
parent 6c6afdd059
commit 73fdf1c6ab
3 changed files with 275 additions and 203 deletions
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packages/api/src/router/assistant-tools.ts
+12 -202
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@@ -125,6 +125,10 @@ import {
blueprintsRateCardsToolDefinitions,
createBlueprintsRateCardsExecutors,
} from "./assistant-tools/blueprints-rate-cards.js";
import {
createDashboardInsightsReportsExecutors,
dashboardInsightsReportsToolDefinitions,
} from "./assistant-tools/dashboard-insights-reports.js";
import {
withToolAccess,
type ToolAccessRequirements,
@@ -413,16 +417,9 @@ const LEGACY_MONOLITHIC_TOOL_ACCESS: Partial<Record<string, ToolAccessRequiremen
get_entitlement_summary: { allowedSystemRoles: [...MANAGER_ASSISTANT_ROLES] },
set_entitlement: { allowedSystemRoles: [...MANAGER_ASSISTANT_ROLES] },
get_country: { requiresResourceOverview: true },
get_dashboard_detail: { allowedSystemRoles: [...CONTROLLER_ASSISTANT_ROLES] },
delete_project: { requiredPermissions: [PermissionKey.MANAGE_PROJECTS] },
generate_project_cover: { requiredPermissions: [PermissionKey.MANAGE_PROJECTS] },
remove_project_cover: { requiredPermissions: [PermissionKey.MANAGE_PROJECTS] },
detect_anomalies: { allowedSystemRoles: [...CONTROLLER_ASSISTANT_ROLES] },
get_skill_gaps: { allowedSystemRoles: [...CONTROLLER_ASSISTANT_ROLES] },
get_project_health: { allowedSystemRoles: [...CONTROLLER_ASSISTANT_ROLES] },
get_budget_forecast: { allowedSystemRoles: [...CONTROLLER_ASSISTANT_ROLES] },
get_insights_summary: { allowedSystemRoles: [...CONTROLLER_ASSISTANT_ROLES] },
run_report: { allowedSystemRoles: [...CONTROLLER_ASSISTANT_ROLES] },
lookup_rate: { allowedSystemRoles: [...CONTROLLER_ASSISTANT_ROLES] },
simulate_scenario: { allowedSystemRoles: [...CONTROLLER_ASSISTANT_ROLES] },
generate_project_narrative: { allowedSystemRoles: [...CONTROLLER_ASSISTANT_ROLES] },
@@ -2315,24 +2312,7 @@ export const TOOL_DEFINITIONS: ToolDef[] = withToolAccess([
...userAdminToolDefinitions,
...userSelfServiceToolDefinitions,
...notificationInboxToolDefinitions,
// ── DASHBOARD DETAIL ──
{
type: "function",
function: {
name: "get_dashboard_detail",
description: "Get detailed dashboard data: peak allocation times, top-value resources, demand pipeline, chargeability overview.",
parameters: {
type: "object",
properties: {
section: {
type: "string",
description: "Which section: peak_times, top_resources, demand_pipeline, chargeability_overview, or all",
},
},
},
},
},
...dashboardInsightsReportsToolDefinitions,
// ── ORG UNIT MANAGEMENT ──
...orgUnitMutationToolDefinitions,
@@ -2340,103 +2320,6 @@ export const TOOL_DEFINITIONS: ToolDef[] = withToolAccess([
// ── TASK MANAGEMENT ──
...notificationTaskToolDefinitions,
// ── INSIGHTS & ANOMALIES ──
{
type: "function",
function: {
name: "detect_anomalies",
description: "Detect anomalies across all active projects: budget burn rate issues, staffing gaps, utilization outliers, and timeline overruns.",
parameters: { type: "object", properties: {} },
},
},
{
type: "function",
function: {
name: "get_skill_gaps",
description: "Analyze skill supply vs demand across all active projects. Returns which skills are in short supply relative to demand requirements.",
parameters: { type: "object", properties: {} },
},
},
{
type: "function",
function: {
name: "get_project_health",
description: "Get health scores for all active projects based on budget utilization, staffing completeness, and timeline status.",
parameters: { type: "object", properties: {} },
},
},
{
type: "function",
function: {
name: "get_budget_forecast",
description: "Get budget utilization and burn rate per active project. Shows total budget, spent, remaining, and whether burn is ahead or behind schedule.",
parameters: { type: "object", properties: {} },
},
},
{
type: "function",
function: {
name: "get_insights_summary",
description: "Get a summary of anomaly counts by category (budget, staffing, timeline, utilization) plus critical count.",
parameters: { type: "object", properties: {} },
},
},
// ── REPORTS & COMMENTS ──
{
type: "function",
function: {
name: "run_report",
description: "Run a dynamic report query on resources, projects, assignments, or resource-month rows with flexible column selection and filtering.",
parameters: {
type: "object",
properties: {
entity: {
type: "string",
enum: ["resource", "project", "assignment", "resource_month"],
description: "Entity type to query",
},
columns: {
type: "array",
items: { type: "string" },
description: "Column keys to include (e.g. 'displayName', 'chapter', 'country.name')",
},
filters: {
type: "array",
items: {
type: "object",
properties: {
field: { type: "string", description: "Field to filter on" },
op: { type: "string", enum: ["eq", "neq", "gt", "lt", "gte", "lte", "contains", "in"], description: "Filter operator" },
value: { type: "string", description: "Filter value (string)" },
},
required: ["field", "op", "value"],
},
description: "Filters to apply",
},
periodMonth: {
type: "string",
description: "Required for resource_month reports. Format: YYYY-MM",
},
groupBy: {
type: "string",
description: "Optional scalar field used to group result rows into labeled sections.",
},
sortBy: {
type: "string",
description: "Optional scalar field used to sort rows within the grouped result.",
},
sortDir: {
type: "string",
enum: ["asc", "desc"],
description: "Sort direction for sortBy. Default: asc",
},
limit: { type: "integer", description: "Max results. Default: 50" },
},
required: ["entity", "columns"],
},
},
},
{
type: "function",
function: {
@@ -2971,6 +2854,13 @@ const executors = {
parseOptionalIsoDate,
fmtDate,
}),
...createDashboardInsightsReportsExecutors({
assertPermission,
createDashboardCaller,
createInsightsCaller,
createReportCaller,
createScopedCallerContext,
}),
async search_estimates(params: {
projectCode?: string; query?: string; status?: string; limit?: number;
@@ -3434,86 +3324,6 @@ const executors = {
toAssistantNotificationCreationError,
}),
// ── DASHBOARD DETAIL ──
async get_dashboard_detail(params: { section?: string }, ctx: ToolContext) {
const caller = createDashboardCaller(createScopedCallerContext(ctx));
return caller.getDetail({ ...(params.section ? { section: params.section } : {}) });
},
// ── ORG UNIT MANAGEMENT ──
// ── INSIGHTS & ANOMALIES ──────────────────────────────────────────────────
async detect_anomalies(_params: Record<string, never>, ctx: ToolContext) {
const caller = createInsightsCaller(createScopedCallerContext(ctx));
return caller.getAnomalyDetail();
},
async get_skill_gaps(_params: Record<string, never>, ctx: ToolContext) {
const caller = createDashboardCaller(createScopedCallerContext(ctx));
return caller.getSkillGapSummary();
},
async get_project_health(_params: Record<string, never>, ctx: ToolContext) {
const caller = createDashboardCaller(createScopedCallerContext(ctx));
return caller.getProjectHealthDetail();
},
async get_budget_forecast(_params: Record<string, never>, ctx: ToolContext) {
assertPermission(ctx, "viewCosts" as PermissionKey);
const caller = createDashboardCaller(createScopedCallerContext(ctx));
return caller.getBudgetForecastDetail();
},
async get_insights_summary(_params: Record<string, never>, ctx: ToolContext) {
const caller = createInsightsCaller(createScopedCallerContext(ctx));
return caller.getInsightsSummary();
},
async run_report(params: {
entity: string;
columns: string[];
filters?: Array<{
field: string;
op: "eq" | "neq" | "gt" | "lt" | "gte" | "lte" | "contains" | "in";
value: string;
}>;
periodMonth?: string;
groupBy?: string;
sortBy?: string;
sortDir?: "asc" | "desc";
limit?: number;
}, ctx: ToolContext) {
const entity = params.entity as "resource" | "project" | "assignment" | "resource_month";
if (!["resource", "project", "assignment", "resource_month"].includes(entity)) {
return {
error:
`Unknown entity: ${params.entity}. Use resource, project, assignment, or resource_month.`,
};
}
const caller = createReportCaller(createScopedCallerContext(ctx));
const result = await caller.getReportData({
entity,
columns: params.columns,
filters: params.filters ?? [],
periodMonth: params.periodMonth,
groupBy: params.groupBy,
sortBy: params.sortBy,
sortDir: params.sortDir ?? "asc",
limit: Math.min(params.limit ?? 50, 200),
offset: 0,
});
return {
rows: result.rows,
rowCount: result.rows.length,
totalCount: result.totalCount,
columns: result.columns,
groups: result.groups,
};
},
async list_comments(params: { entityType: CommentEntityType; entityId: string }, ctx: ToolContext) {
const caller = createCommentCaller(createScopedCallerContext(ctx));
const comments = await caller.list({