refactor: complete v2 refactoring plan (Phases 1-5)

Phase 1 — Quick Wins: centralize formatMoney/formatCents, extract
findUniqueOrThrow helper (19 routers), shared Prisma select constants,
useInvalidatePlanningViews hook, status badge consolidation, composite
DB indexes.

Phase 2 — Timeline Split: extract TimelineContext, TimelineResourcePanel,
TimelineProjectPanel; split 28-dep useMemo into 3 focused memos.
TimelineView.tsx reduced from 1,903 to 538 lines.

Phase 3 — Query Performance: server-side filtering for getEntriesView,
remove availability from timeline resource select, SSE event debouncing
(50ms batch window).

Phase 4 — Estimate Workspace: extract 7 tab components and 3 editor
components. EstimateWorkspaceClient 1,298→306 lines,
EstimateWorkspaceDraftEditor 1,205→581 lines.

Phase 5 — Package Cleanup: split commit-dispo-import-batch (1,112→573
lines), extract shared pagination helper with 11 tests.

All tests pass: 209 API, 254 engine, 67 application.

Co-Authored-By: claude-flow <ruv@ruv.net>
This commit is contained in:
2026-03-14 23:03:42 +01:00
parent 4dabb9d4ce
commit ad0855902b
65 changed files with 7108 additions and 4740 deletions
@@ -0,0 +1,441 @@
"use client";
import {
VacationStatus,
type AllocationLike,
type AllocationReadModel,
type Assignment,
type DemandRequirement,
} from "@planarchy/shared";
import { createContext, useContext, useMemo, useState, type ReactNode } from "react";
import { useTimelineSSE } from "~/hooks/useTimelineSSE.js";
import { trpc } from "~/lib/trpc/client.js";
import { readAppPreferences, useAppPreferences } from "~/hooks/useAppPreferences.js";
import type { HeatmapColorScheme } from "~/hooks/useAppPreferences.js";
export type TimelineDisplayMode = "strip" | "bar" | "heatmap";
import { addDays } from "./utils.js";
import { DEFAULT_FILTERS, type TimelineFilters } from "./TimelineFilter.js";
import { DONE_STATUSES } from "./timelineConstants.js";
// ─── Local timeline types ─────────────────────────────────────────────────────
// These re-declare the shapes that the original TimelineView used internally.
// Kept here so every timeline sub-component can import them from one place.
export type TimelineResource = {
id: string;
displayName: string;
eid: string;
chapter?: string | null;
lcrCents: number;
availability?: unknown;
};
export type TimelineProject = {
id: string;
name: string;
shortCode: string;
status: string;
startDate: Date | string;
endDate: Date | string;
orderType: string;
budgetCents?: number;
winProbability?: number;
staffingReqs?: unknown;
responsiblePerson?: string | null;
};
export type TimelineRole = {
id: string;
name: string;
color: string | null;
};
export type TimelineAllocation = Omit<AllocationLike, "resource" | "project" | "roleEntity" | "metadata"> & {
resource?: TimelineResource | null;
project: TimelineProject;
roleEntity?: TimelineRole | null;
metadata: Record<string, unknown> | null;
};
export type TimelineAssignmentEntry = Assignment<TimelineAllocation>;
export type TimelineDemandEntry = DemandRequirement<TimelineAllocation>;
export type TimelineEntriesView = AllocationReadModel<TimelineAllocation> & {
assignments: TimelineAssignmentEntry[];
demands: TimelineDemandEntry[];
};
export type TimelineProjectEntry = TimelineAssignmentEntry | TimelineDemandEntry;
export type ViewMode = "resource" | "project";
// ─── Derived resource type used throughout the timeline ─────────────────────
export type ResourceBrief = {
id: string;
displayName: string;
eid: string;
chapter: string | null | undefined;
};
// ─── Project group type (project view) ──────────────────────────────────────
export type ProjectGroup = {
id: string;
name: string;
shortCode: string;
orderType: string;
startDate: Date;
endDate: Date;
status: string;
resourceRows: { resource: ResourceBrief; allocs: TimelineAssignmentEntry[] }[];
};
// ─── Vacation entry type (inferred from tRPC) ──────────────────────────────
export type VacationEntry = {
id: string;
resourceId: string;
type: string;
startDate: Date | string;
endDate: Date | string;
note?: string | null;
status: string;
requestedBy?: { name?: string | null; email: string } | null;
approvedBy?: { name?: string | null; email: string } | null;
approvedAt?: Date | string | null;
isHalfDay?: boolean;
halfDayPart?: string | null;
};
// ─── Context shape ──────────────────────────────────────────────────────────
export interface TimelineContextValue {
// ─ Data
assignments: TimelineAssignmentEntry[];
demands: TimelineDemandEntry[];
visibleAssignments: TimelineAssignmentEntry[];
visibleDemands: TimelineDemandEntry[];
vacationsByResource: Map<string, VacationEntry[]>;
resources: ResourceBrief[];
resourceMap: Map<string, ResourceBrief>;
allocsByResource: Map<string, TimelineAssignmentEntry[]>;
projectGroups: ProjectGroup[];
openDemandsByProject: Map<string, TimelineDemandEntry[]>;
// ─ View state
viewStart: Date;
viewEnd: Date;
viewDays: number;
setViewStart: React.Dispatch<React.SetStateAction<Date>>;
setViewDays: React.Dispatch<React.SetStateAction<number>>;
filters: TimelineFilters;
setFilters: React.Dispatch<React.SetStateAction<TimelineFilters>>;
filterOpen: boolean;
setFilterOpen: React.Dispatch<React.SetStateAction<boolean>>;
viewMode: ViewMode;
setViewMode: React.Dispatch<React.SetStateAction<ViewMode>>;
today: Date;
// ─ Display preferences
displayMode: TimelineDisplayMode;
heatmapScheme: HeatmapColorScheme;
// ─ Loading
isLoading: boolean;
isInitialLoading: boolean;
totalAllocCount: number;
activeFilterCount: number;
// ─ SSE is initialized by the provider (no value exposed)
}
const TimelineContext = createContext<TimelineContextValue | null>(null);
export function useTimelineContext(): TimelineContextValue {
const ctx = useContext(TimelineContext);
if (!ctx) {
throw new Error("useTimelineContext must be used within a <TimelineProvider>");
}
return ctx;
}
// ─── Provider ───────────────────────────────────────────────────────────────
interface TimelineProviderProps {
/** Cross-project context resource IDs from drag — injected from the parent. */
contextAllocations: TimelineAssignmentEntry[];
isDragging: boolean;
children: ReactNode;
}
export function TimelineProvider({
contextAllocations,
isDragging,
children,
}: TimelineProviderProps) {
const today = useMemo(() => {
const d = new Date();
d.setHours(0, 0, 0, 0);
return d;
}, []);
const [viewStart, setViewStart] = useState(() => addDays(today, -30));
const [viewDays, setViewDays] = useState(180);
const viewEnd = addDays(viewStart, viewDays);
const [filters, setFilters] = useState<TimelineFilters>(() => ({
...DEFAULT_FILTERS,
hideCompletedProjects: readAppPreferences().hideCompletedProjects,
}));
const [filterOpen, setFilterOpen] = useState(false);
const [viewMode, setViewMode] = useState<ViewMode>("resource");
useTimelineSSE();
const { prefs: appPrefs } = useAppPreferences();
const displayMode = appPrefs.timelineDisplayMode;
const heatmapScheme = appPrefs.heatmapColorScheme;
// ─── Data queries ──────────────────────────────────────────────────────────
const { data: entriesView, isLoading } = trpc.timeline.getEntriesView.useQuery(
{ startDate: viewStart, endDate: viewEnd },
// eslint-disable-next-line @typescript-eslint/no-explicit-any
{ placeholderData: (prev: any) => prev },
// eslint-disable-next-line @typescript-eslint/no-explicit-any
) as { data: TimelineEntriesView | undefined; isLoading: boolean };
const assignments = entriesView?.assignments ?? [];
const demands = entriesView?.demands ?? [];
const { data: vacationEntries = [] } = trpc.vacation.list.useQuery(
{ startDate: viewStart, endDate: viewEnd, status: VacationStatus.APPROVED, limit: 500 },
{ placeholderData: (prev) => prev },
);
const vacationsByResource = useMemo(() => {
const map = new Map<string, VacationEntry[]>();
for (const vacation of vacationEntries as VacationEntry[]) {
const existing = map.get(vacation.resourceId);
if (existing) {
existing.push(vacation);
} else {
map.set(vacation.resourceId, [vacation]);
}
}
return map;
}, [vacationEntries]);
// When EID filter is active, explicitly fetch those resources.
const { data: eidFilterData } = trpc.resource.list.useQuery(
{ eids: filters.eids, limit: 100 },
{ enabled: filters.eids.length > 0, staleTime: 30_000 },
);
// ─── 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, 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, filters.hideCompletedProjects, filters.showDrafts, filters.showPlaceholders],
);
const openDemandsByProject = useMemo(() => {
const map = new Map<string, TimelineDemandEntry[]>();
for (const demand of visibleDemands) {
const arr = map.get(demand.projectId) ?? [];
arr.push(demand);
map.set(demand.projectId, arr);
}
return map;
}, [visibleDemands]);
// ─── Resource map + allocsByResource ──────────────────────────────────────
const { resourceMap, allocsByResource, resources } = useMemo(() => {
const resourceMap = new Map<string, ResourceBrief>();
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 }[]) {
if (!resourceMap.has(r.id)) {
resourceMap.set(r.id, { id: r.id, displayName: r.displayName, eid: r.eid, chapter: r.chapter });
}
}
}
for (const entry of visibleAssignments) {
if (!entry.resourceId) continue;
if (!resourceMap.has(entry.resourceId)) {
resourceMap.set(entry.resourceId, {
id: entry.resource!.id,
displayName: entry.resource!.displayName,
eid: entry.resource!.eid,
chapter: entry.resource!.chapter,
});
}
const arr = allocsByResource.get(entry.resourceId) ?? [];
arr.push(entry);
allocsByResource.set(entry.resourceId, arr);
}
// Merge cross-project context allocations so they appear during drag
if (isDragging && contextAllocations.length > 0) {
for (const ca of contextAllocations) {
if (!ca.resourceId) continue;
const existing = visibleAssignments.find((entry) => entry.resourceId === ca.resourceId);
if (existing && !resourceMap.has(ca.resourceId)) {
resourceMap.set(ca.resourceId, {
id: existing.resource!.id,
displayName: existing.resource!.displayName,
eid: existing.resource!.eid,
chapter: existing.resource!.chapter,
});
}
}
}
let resources = [...resourceMap.values()].sort((a, b) =>
a.displayName.localeCompare(b.displayName),
);
if (filters.chapters.length > 0) {
resources = resources.filter((r) => r.chapter && filters.chapters.includes(r.chapter));
}
if (filters.eids.length > 0) {
resources = resources.filter((r) => filters.eids.includes(r.eid));
}
if (filters.projectIds.length > 0) {
resources = resources.filter((r) =>
visibleAssignments.some(
(e) => e.resourceId === r.id && filters.projectIds.includes(e.projectId),
),
);
}
return { resourceMap, allocsByResource, resources };
}, [visibleAssignments, eidFilterData, isDragging, contextAllocations, filters.chapters, filters.eids, filters.projectIds]); // eslint-disable-line react-hooks/exhaustive-deps
// ─── Project groups (for project view) ────────────────────────────────────
const projectGroups = useMemo(() => {
const projectGroupMap = new Map<string, ProjectGroup>();
const allGroupEntries: TimelineProjectEntry[] = [...visibleAssignments, ...visibleDemands];
for (const entry of allGroupEntries) {
let group = projectGroupMap.get(entry.projectId);
if (!group) {
group = {
id: entry.projectId,
name: entry.project.name,
shortCode: entry.project.shortCode,
orderType: entry.project.orderType,
startDate: new Date(entry.project.startDate as unknown as string),
endDate: new Date(entry.project.endDate as unknown as string),
status: entry.project.status,
resourceRows: [],
};
projectGroupMap.set(entry.projectId, group);
}
const currentGroup = group;
if (entry.kind === "assignment" && entry.resourceId) {
const existingRow = currentGroup.resourceRows.find((r) => r.resource.id === entry.resourceId);
if (existingRow) {
existingRow.allocs.push(entry);
} else {
const res = resourceMap.get(entry.resourceId);
if (res) {
currentGroup.resourceRows.push({ resource: res, allocs: [entry] });
}
}
}
}
for (const group of projectGroupMap.values()) {
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;
return true;
});
}, [visibleAssignments, visibleDemands, resourceMap, filters.projectIds, 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;
const value = useMemo<TimelineContextValue>(
() => ({
assignments,
demands,
visibleAssignments,
visibleDemands,
vacationsByResource,
resources,
resourceMap,
allocsByResource,
projectGroups,
openDemandsByProject,
viewStart,
viewEnd,
viewDays,
setViewStart,
setViewDays,
filters,
setFilters,
filterOpen,
setFilterOpen,
viewMode,
setViewMode,
today,
displayMode,
heatmapScheme,
isLoading,
isInitialLoading,
totalAllocCount,
activeFilterCount,
}),
[
assignments,
demands,
visibleAssignments,
visibleDemands,
vacationsByResource,
resources,
resourceMap,
allocsByResource,
projectGroups,
openDemandsByProject,
viewStart,
viewEnd,
viewDays,
filters,
filterOpen,
viewMode,
today,
displayMode,
heatmapScheme,
isLoading,
isInitialLoading,
totalAllocCount,
activeFilterCount,
],
);
return (
<TimelineContext.Provider value={value}>
{children}
</TimelineContext.Provider>
);
}