feat: timeline UI overhaul with project/resource panel redesign, quick filters, and API improvements

Redesigned timeline project and resource panels with expanded detail views,
added quick filter toolbar, improved drag handling, and enhanced vacation/entitlement
router logic. Includes e2e test updates and minor API fixes.

Co-Authored-By: claude-flow <ruv@ruv.net>
This commit is contained in:
2026-03-15 09:28:59 +01:00
parent fa2019f521
commit a83edb2f9d
23 changed files with 2464 additions and 734 deletions
@@ -39,6 +39,7 @@ export type TimelineProject = {
startDate: Date | string;
endDate: Date | string;
orderType: string;
clientId?: string | null;
budgetCents?: number;
winProbability?: number;
staffingReqs?: unknown;
@@ -51,7 +52,10 @@ export type TimelineRole = {
color: string | null;
};
export type TimelineAllocation = Omit<AllocationLike, "resource" | "project" | "roleEntity" | "metadata"> & {
export type TimelineAllocation = Omit<
AllocationLike,
"resource" | "project" | "roleEntity" | "metadata"
> & {
resource?: TimelineResource | null;
project: TimelineProject;
roleEntity?: TimelineRole | null;
@@ -83,6 +87,7 @@ export type ProjectGroup = {
name: string;
shortCode: string;
orderType: string;
clientId: string | null;
startDate: Date;
endDate: Date;
status: string;
@@ -196,7 +201,14 @@ export function TimelineProvider({
// ─── Data queries ──────────────────────────────────────────────────────────
const { data: entriesView, isLoading } = trpc.timeline.getEntriesView.useQuery(
{ startDate: viewStart, endDate: viewEnd },
{
startDate: viewStart,
endDate: viewEnd,
...(filters.clientIds.length > 0 ? { clientIds: filters.clientIds } : {}),
...(filters.projectIds.length > 0 ? { projectIds: filters.projectIds } : {}),
...(filters.chapters.length > 0 ? { chapters: filters.chapters } : {}),
...(filters.eids.length > 0 ? { eids: filters.eids } : {}),
},
// eslint-disable-next-line @typescript-eslint/no-explicit-any
{ placeholderData: (prev: any) => prev },
// eslint-disable-next-line @typescript-eslint/no-explicit-any
@@ -232,21 +244,23 @@ export function TimelineProvider({
// ─── Filtered entries ──────────────────────────────────────────────────────
const visibleAssignments = useMemo(
() => assignments.filter((entry) => {
if (entry.project.status === "DRAFT" && !filters.showDrafts) return false;
if (DONE_STATUSES.has(entry.project.status) && filters.hideCompletedProjects) return false;
return true;
}),
() =>
assignments.filter((entry) => {
if (entry.project.status === "DRAFT" && !filters.showDrafts) return false;
if (DONE_STATUSES.has(entry.project.status) && filters.hideCompletedProjects) return false;
return true;
}),
[assignments, filters.hideCompletedProjects, filters.showDrafts],
);
const visibleDemands = useMemo(
() => demands.filter((entry) => {
if (entry.project.status === "DRAFT" && !filters.showDrafts) return false;
if (DONE_STATUSES.has(entry.project.status) && filters.hideCompletedProjects) return false;
if (!filters.showPlaceholders) return false;
return true;
}),
() =>
demands.filter((entry) => {
if (entry.project.status === "DRAFT" && !filters.showDrafts) return false;
if (DONE_STATUSES.has(entry.project.status) && filters.hideCompletedProjects) return false;
if (!filters.showPlaceholders) return false;
return true;
}),
[demands, filters.hideCompletedProjects, filters.showDrafts, filters.showPlaceholders],
);
@@ -266,9 +280,19 @@ export function TimelineProvider({
const allocsByResource = new Map<string, TimelineAssignmentEntry[]>();
if (eidFilterData?.resources) {
for (const r of eidFilterData.resources as { id: string; displayName: string; eid: string; chapter: string | null }[]) {
for (const r of eidFilterData.resources as {
id: string;
displayName: string;
eid: string;
chapter: string | null;
}[]) {
if (!resourceMap.has(r.id)) {
resourceMap.set(r.id, { id: r.id, displayName: r.displayName, eid: r.eid, chapter: r.chapter });
resourceMap.set(r.id, {
id: r.id,
displayName: r.displayName,
eid: r.eid,
chapter: r.chapter,
});
}
}
}
@@ -320,9 +344,32 @@ export function TimelineProvider({
),
);
}
if (filters.clientIds.length > 0) {
resources = resources.filter((r) =>
visibleAssignments.some(
(entry) => {
const clientId = entry.project.clientId;
return (
entry.resourceId === r.id &&
typeof clientId === "string" &&
filters.clientIds.includes(clientId)
);
},
),
);
}
return { resourceMap, allocsByResource, resources };
}, [visibleAssignments, eidFilterData, isDragging, contextAllocations, filters.chapters, filters.eids, filters.projectIds]); // eslint-disable-line react-hooks/exhaustive-deps
}, [
visibleAssignments,
eidFilterData,
isDragging,
contextAllocations,
filters.chapters,
filters.eids,
filters.projectIds,
filters.clientIds,
]); // eslint-disable-line react-hooks/exhaustive-deps
// ─── Project groups (for project view) ────────────────────────────────────
const projectGroups = useMemo(() => {
@@ -336,6 +383,7 @@ export function TimelineProvider({
name: entry.project.name,
shortCode: entry.project.shortCode,
orderType: entry.project.orderType,
clientId: entry.project.clientId ?? null,
startDate: new Date(entry.project.startDate as unknown as string),
endDate: new Date(entry.project.endDate as unknown as string),
status: entry.project.status,
@@ -344,8 +392,11 @@ export function TimelineProvider({
projectGroupMap.set(entry.projectId, group);
}
const currentGroup = group;
if (!currentGroup) continue;
if (entry.kind === "assignment" && entry.resourceId) {
const existingRow = currentGroup.resourceRows.find((r) => r.resource.id === entry.resourceId);
const existingRow = currentGroup.resourceRows.find(
(r) => r.resource.id === entry.resourceId,
);
if (existingRow) {
existingRow.allocs.push(entry);
} else {
@@ -357,23 +408,68 @@ export function TimelineProvider({
}
}
for (const group of projectGroupMap.values()) {
group.resourceRows.sort((a, b) => a.resource.displayName.localeCompare(b.resource.displayName));
group.resourceRows = group.resourceRows.filter(({ resource, allocs }) => {
if (filters.chapters.length > 0) {
if (!resource.chapter || !filters.chapters.includes(resource.chapter)) {
return false;
}
}
if (filters.eids.length > 0 && !filters.eids.includes(resource.eid)) {
return false;
}
if (filters.clientIds.length > 0) {
const matchesClient = allocs.some(
(alloc) => {
const clientId = alloc.project.clientId;
return typeof clientId === "string" && filters.clientIds.includes(clientId);
},
);
if (!matchesClient) {
return false;
}
}
return true;
});
group.resourceRows.sort((a, b) =>
a.resource.displayName.localeCompare(b.resource.displayName),
);
}
return [...projectGroupMap.values()]
.sort((a, b) => a.startDate.getTime() - b.startDate.getTime())
.filter((pg) => {
if (filters.projectIds.length > 0 && !filters.projectIds.includes(pg.id)) return false;
if (filters.chapters.length > 0 && !pg.resourceRows.some((r) => r.resource.chapter && filters.chapters.includes(r.resource.chapter))) return false;
if (filters.eids.length > 0 && !pg.resourceRows.some((r) => filters.eids.includes(r.resource.eid))) return false;
if (
filters.clientIds.length > 0 &&
(!pg.clientId || !filters.clientIds.includes(pg.clientId))
)
return false;
if (
filters.chapters.length > 0 &&
pg.resourceRows.length === 0
)
return false;
if (filters.eids.length > 0 && pg.resourceRows.length === 0)
return false;
return true;
});
}, [visibleAssignments, visibleDemands, resourceMap, filters.projectIds, filters.chapters, filters.eids]); // eslint-disable-line react-hooks/exhaustive-deps
}, [
visibleAssignments,
visibleDemands,
resourceMap,
filters.projectIds,
filters.clientIds,
filters.chapters,
filters.eids,
]); // eslint-disable-line react-hooks/exhaustive-deps
// ─── Derived counts ───────────────────────────────────────────────────────
const isInitialLoading = isLoading && !entriesView;
const totalAllocCount = entriesView?.allocations.length ?? 0;
const activeFilterCount =
filters.chapters.length + filters.eids.length + filters.projectIds.length;
filters.clientIds.length +
filters.chapters.length +
filters.eids.length +
filters.projectIds.length;
const value = useMemo<TimelineContextValue>(
() => ({
@@ -433,9 +529,5 @@ export function TimelineProvider({
],
);
return (
<TimelineContext.Provider value={value}>
{children}
</TimelineContext.Provider>
);
return <TimelineContext.Provider value={value}>{children}</TimelineContext.Provider>;
}