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
@@ -5,6 +5,7 @@ import { clsx } from "clsx";
import type { StaffingRequirement } from "@planarchy/shared";
import { BlueprintTarget, OrderType, AllocationType, ProjectStatus, AllocationStatus } from "@planarchy/shared";
import { trpc } from "~/lib/trpc/client.js";
import { uuid } from "~/lib/uuid.js";
import { DateInput } from "~/components/ui/DateInput.js";
import { SkillTagInput } from "~/components/ui/SkillTagInput.js";
import { usePermissions } from "~/hooks/usePermissions.js";
@@ -93,7 +94,7 @@ function makeDefaultState(): WizardState {
function makeReq(): StaffingRequirement {
return {
id: crypto.randomUUID(),
id: uuid(),
role: "",
requiredSkills: [],
preferredSkills: [],
@@ -301,29 +302,26 @@ function Step1({ state, onChange }: Step1Props) {
function ResourcePersonPicker({ value, onChange }: { value: string; onChange: (v: string) => void }) {
const [query, setQuery] = useState(value);
const [open, setOpen] = useState(false);
const [debouncedSearch, setDebouncedSearch] = useState("");
const containerRef = useRef<HTMLDivElement>(null);
// Debounce search query to avoid excessive API calls
useEffect(() => {
const timer = setTimeout(() => setDebouncedSearch(query), 200);
return () => clearTimeout(timer);
}, [query]);
// Server-side search — no client-side limit, searches full database
const { data } = trpc.resource.list.useQuery(
{ isActive: true },
{ staleTime: 60_000 },
{ isActive: true, search: debouncedSearch || undefined, limit: 30 },
// eslint-disable-next-line @typescript-eslint/no-explicit-any
{ staleTime: 15_000, placeholderData: (prev: any) => prev },
);
const resources = useMemo(
const filtered = useMemo(
() => (data?.resources ?? []) as unknown as Array<{ id: string; displayName: string; eid: string }>,
[data],
);
const filtered = useMemo(() => {
const q = query.toLowerCase().replace(/[-_\s]/g, "");
if (!q) return resources.slice(0, 20);
return resources
.filter((r) => {
const name = r.displayName.toLowerCase().replace(/[-_\s]/g, "");
const eid = r.eid.toLowerCase();
return name.includes(q) || eid.includes(q);
})
.slice(0, 20);
}, [resources, query]);
// Sync local query when external value changes (e.g. wizard reset)
useEffect(() => {
setQuery(value);
@@ -490,6 +488,30 @@ function Step3({ state, onChange }: Step3Props) {
</div>
)}
{/* Budget allocation summary */}
{state.budgetEur && parseFloat(state.budgetEur) > 0 && state.staffingReqs.length > 0 && (() => {
const projectBudgetCents = Math.round(parseFloat(state.budgetEur || "0") * 100);
const allocatedCents = state.staffingReqs.reduce((sum, r) => sum + (r.budgetCents ?? 0), 0);
const remainingCents = projectBudgetCents - allocatedCents;
const pct = projectBudgetCents > 0 ? Math.round((allocatedCents / projectBudgetCents) * 100) : 0;
return (
<div className={`mb-3 rounded-lg border p-3 text-xs ${remainingCents < 0 ? "bg-red-50 border-red-200 text-red-700" : remainingCents === 0 ? "bg-green-50 border-green-200 text-green-700" : "bg-amber-50 border-amber-200 text-amber-700"}`}>
<div className="flex items-center justify-between mb-1.5">
<span className="font-semibold">Budget Allocation</span>
<span>{pct}% allocated</span>
</div>
<div className="w-full h-1.5 bg-gray-200 rounded-full overflow-hidden mb-1.5">
<div className={`h-full rounded-full transition-all ${remainingCents < 0 ? "bg-red-500" : remainingCents === 0 ? "bg-green-500" : "bg-amber-500"}`} style={{ width: `${Math.min(100, pct)}%` }} />
</div>
<div className="flex justify-between">
<span>Project: {(projectBudgetCents / 100).toLocaleString("de-DE", { minimumFractionDigits: 2 })} EUR</span>
<span>Allocated: {(allocatedCents / 100).toLocaleString("de-DE", { minimumFractionDigits: 2 })} EUR</span>
<span className="font-semibold">Remaining: {(remainingCents / 100).toLocaleString("de-DE", { minimumFractionDigits: 2 })} EUR</span>
</div>
</div>
);
})()}
<div className="space-y-3 max-h-[45vh] overflow-y-auto pr-1">
{state.staffingReqs.length === 0 && (
<p className="text-sm text-gray-400 text-center py-8">
@@ -557,6 +579,21 @@ function Step3({ state, onChange }: Step3Props) {
className={INPUT_CLS}
/>
</div>
<div className="w-28">
<label className="text-xs text-gray-400">Budget (EUR)</label>
<input
type="number"
value={req.budgetCents ? req.budgetCents / 100 : ""}
min={0}
step={100}
onChange={(e) => {
const val = parseFloat(e.target.value);
updateReq(idx, { budgetCents: Number.isFinite(val) && val > 0 ? Math.round(val * 100) : 0 } as Partial<StaffingRequirement>);
}}
placeholder="0"
className={INPUT_CLS}
/>
</div>
<div className="pt-5">
<button
type="button"