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>
2026-03-16 15:31:48 +01:00
parent f5551e33c7
commit b0e55786c3
44 changed files with 4516 additions and 609 deletions
@@ -82,6 +82,7 @@ function toDemandRequirementUpdateInput(input: AllocationEntryUpdateInput) {
    ...(input.role !== undefined ? { role: input.role } : {}),
    ...(input.roleId !== undefined ? { roleId: input.roleId } : {}),
    ...(input.headcount !== undefined ? { headcount: input.headcount } : {}),
+    ...(input.budgetCents !== undefined ? { budgetCents: input.budgetCents } : {}),
    ...(input.status !== undefined ? { status: input.status } : {}),
    ...(input.metadata !== undefined ? { metadata: input.metadata } : {}),
  };
@@ -298,6 +299,134 @@ export const allocationRouter = createTRPCRouter({
      );
    }),

+  /**
+   * Check a resource's availability for a date range.
+   * Returns working days, existing allocations, conflict days, and available capacity.
+   */
+  checkResourceAvailability: protectedProcedure
+    .input(z.object({
+      resourceId: z.string(),
+      startDate: z.coerce.date(),
+      endDate: z.coerce.date(),
+      hoursPerDay: z.number().min(0.5).max(24).default(8),
+    }))
+    .query(async ({ ctx, input }) => {
+      const resource = await ctx.db.resource.findUnique({
+        where: { id: input.resourceId },
+        select: {
+          id: true, displayName: true, eid: true, fte: true,
+          country: { select: { dailyWorkingHours: true } },
+        },
+      });
+      if (!resource) throw new TRPCError({ code: "NOT_FOUND", message: "Resource not found" });
+
+      const dailyCapacity = (resource.country?.dailyWorkingHours ?? 8) * (resource.fte ?? 1);
+
+      // Get existing assignments in the date range
+      const existingAssignments = await ctx.db.assignment.findMany({
+        where: {
+          resourceId: input.resourceId,
+          status: { not: "CANCELLED" },
+          startDate: { lte: input.endDate },
+          endDate: { gte: input.startDate },
+        },
+        select: {
+          id: true, startDate: true, endDate: true, hoursPerDay: true, status: true,
+          project: { select: { name: true, shortCode: true } },
+        },
+        orderBy: { startDate: "asc" },
+      });
+
+      // Get vacations in the date range
+      const vacations = await ctx.db.vacation.findMany({
+        where: {
+          resourceId: input.resourceId,
+          status: "APPROVED",
+          startDate: { lte: input.endDate },
+          endDate: { gte: input.startDate },
+        },
+        select: { startDate: true, endDate: true, isHalfDay: true },
+      });
+
+      // Calculate day-by-day availability
+      let totalWorkingDays = 0;
+      let availableDays = 0;
+      let conflictDays = 0;
+      let partialDays = 0;
+      let totalAvailableHours = 0;
+      const requestedHpd = input.hoursPerDay;
+
+      const d = new Date(input.startDate);
+      const end = new Date(input.endDate);
+      while (d <= end) {
+        const dow = d.getDay();
+        if (dow !== 0 && dow !== 6) {
+          totalWorkingDays++;
+
+          // Check vacation
+          const isVacation = vacations.some((v) => {
+            const vs = new Date(v.startDate); vs.setHours(0, 0, 0, 0);
+            const ve = new Date(v.endDate); ve.setHours(0, 0, 0, 0);
+            const dc = new Date(d); dc.setHours(0, 0, 0, 0);
+            return dc >= vs && dc <= ve;
+          });
+
+          if (isVacation) {
+            conflictDays++;
+            d.setDate(d.getDate() + 1);
+            continue;
+          }
+
+          // Sum existing hours on this day
+          let bookedHours = 0;
+          for (const a of existingAssignments) {
+            const as2 = new Date(a.startDate); as2.setHours(0, 0, 0, 0);
+            const ae = new Date(a.endDate); ae.setHours(0, 0, 0, 0);
+            const dc = new Date(d); dc.setHours(0, 0, 0, 0);
+            if (dc >= as2 && dc <= ae) {
+              bookedHours += a.hoursPerDay;
+            }
+          }
+
+          const remainingCapacity = Math.max(0, dailyCapacity - bookedHours);
+          if (remainingCapacity >= requestedHpd) {
+            availableDays++;
+            totalAvailableHours += requestedHpd;
+          } else if (remainingCapacity > 0) {
+            partialDays++;
+            totalAvailableHours += remainingCapacity;
+          } else {
+            conflictDays++;
+          }
+        }
+        d.setDate(d.getDate() + 1);
+      }
+
+      const totalRequestedHours = totalWorkingDays * requestedHpd;
+
+      return {
+        resource: { id: resource.id, name: resource.displayName, eid: resource.eid },
+        dailyCapacity,
+        totalWorkingDays,
+        availableDays,
+        partialDays,
+        conflictDays,
+        totalAvailableHours: Math.round(totalAvailableHours * 10) / 10,
+        totalRequestedHours,
+        coveragePercent: totalRequestedHours > 0
+          ? Math.round((totalAvailableHours / totalRequestedHours) * 100)
+          : 0,
+        existingAssignments: existingAssignments.map((a) => ({
+          project: a.project.name,
+          code: a.project.shortCode,
+          hoursPerDay: a.hoursPerDay,
+          start: a.startDate.toISOString().slice(0, 10),
+          end: a.endDate.toISOString().slice(0, 10),
+          status: a.status,
+        })),
+      };
+    }),
+
  createDemandRequirement: managerProcedure
    .input(CreateDemandRequirementSchema)
    .mutation(async ({ ctx, input }) => {