feat: AI assistant (HartBOT), demand filling, budget-per-role, project favorites, and UX improvements

AI Assistant (HartBOT):
- Chat panel with inline layout, session persistence, message history (up-arrow recall)
- OpenAI function calling with 20+ tools (search, navigate, create/cancel allocations, update status)
- RBAC-aware tool filtering, fuzzy search with word-level matching
- Navigation actions (router.push) and data invalidation after mutations
- Country/metro city/org unit/role filtering on resource search

Demand Filling Enhancements:
- Two-phase fill modal: plan multiple resources, then confirm & assign all at once
- Availability preview per resource (available/partial/conflict days, existing bookings)
- Coverage bar showing demand hours distribution across assigned resources
- Fill demand from project detail page (new Assign button per demand)
- Fixed: filled demands no longer shown on timeline, demand bars no longer overlap

Budget per Role:
- DemandRequirement.budgetCents field (schema + API + UI)
- Project wizard step 3: budget input per role with allocation summary bar
- Project detail: allocated vs booked budget per demand
- Fill demand modal: role budget display with cost estimates
- AllocationModal: budget field for demand editing

Project Favorites:
- User.favoriteProjectIds (JSONB) with toggle API
- Star button on projects list and detail page (optimistic updates)
- "My Projects" dashboard widget (favorites + responsible person projects)

Project Management:
- Edit project from detail page (ProjectModal integration)
- Edit demands from detail page (AllocationModal integration)
- Admin-only project deletion (cascades assignments + demands)
- Create user accounts from admin panel

Timeline Fixes:
- Country multi-select filter with backend support
- URL param sync for same-page navigation (AI assistant integration)
- Demand lane stacking (no more overlapping bars)
- Single-day booking resize handles (always visible, min 6px)
- Single-day resize allowed (start === end)
- "All Clients" toggle (select all / deselect all)

Other Fixes:
- crypto.randomUUID fallback for non-secure contexts
- Chat message limit raised (200 max, client sends last 40)
- Status dropdown portal (no longer clipped by table overflow)
- Cents display restored in budget views (2 decimal places)
- Allocations grouped view with project sub-groups (collapsed by default)
- Server-side resource search for project wizard (no 500 limit)

Co-Authored-By: claude-flow <ruv@ruv.net>
This commit is contained in:
2026-03-16 15:31:48 +01:00
parent f5551e33c7
commit b0e55786c3
44 changed files with 4516 additions and 609 deletions
@@ -11,6 +11,7 @@ import { useFocusTrap } from "~/hooks/useFocusTrap.js";
import { ProjectCombobox } from "~/components/ui/ProjectCombobox.js";
import { ResourceCombobox } from "~/components/ui/ResourceCombobox.js";
import { trpc } from "~/lib/trpc/client.js";
import { uuid } from "~/lib/uuid.js";
const INPUT_CLS =
"w-full rounded-xl border border-gray-300 bg-white px-3 py-2 text-sm text-gray-900 outline-none transition focus:border-brand-500 focus:ring-2 focus:ring-brand-100";
@@ -73,7 +74,7 @@ interface ResourceOption {
function makeAssumption(): AssumptionRow {
return {
id: crypto.randomUUID(),
id: uuid(),
category: "commercial",
key: "",
label: "",
@@ -83,7 +84,7 @@ function makeAssumption(): AssumptionRow {
function makeScope(sequenceNo = 1): ScopeRow {
return {
id: crypto.randomUUID(),
id: uuid(),
sequenceNo,
scopeType: "SHOT",
name: "",
@@ -93,7 +94,7 @@ function makeScope(sequenceNo = 1): ScopeRow {
function makeDemand(): DemandRow {
return {
id: crypto.randomUUID(),
id: uuid(),
name: "",
roleId: null,
resourceId: null,
@@ -277,7 +278,7 @@ export function EstimateWizard({ onClose }: { onClose: () => void }) {
if (result.rows.length > 0) {
const imported: ScopeRow[] = result.rows.map((row) => ({
id: crypto.randomUUID(),
id: uuid(),
sequenceNo: row.sequenceNo,
scopeType: row.scopeType,
name: row.name,