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>
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@@ -48,6 +48,7 @@ type TimelineEntriesFilters = {
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clientIds?: string[] | undefined;
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chapters?: string[] | undefined;
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eids?: string[] | undefined;
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countryCodes?: string[] | undefined;
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};
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function getAssignmentResourceIds(
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@@ -66,23 +67,25 @@ async function loadTimelineEntriesReadModel(
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db: TimelineEntriesDbClient,
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input: TimelineEntriesFilters,
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) {
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const { startDate, endDate, resourceIds, projectIds, clientIds, chapters, eids } = input;
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const { startDate, endDate, resourceIds, projectIds, clientIds, chapters, eids, countryCodes } = input;
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// When resource-level filters are active (resourceIds, chapters, or eids),
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// When resource-level filters are active (resourceIds, chapters, eids, or countryCodes),
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// resolve matching resource IDs so we can push the filter to the DB query.
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const effectiveResourceIds = await (async () => {
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if (resourceIds && resourceIds.length > 0) return resourceIds;
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const hasChapters = chapters && chapters.length > 0;
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const hasEids = eids && eids.length > 0;
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if (!hasChapters && !hasEids) return undefined;
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const hasCountry = countryCodes && countryCodes.length > 0;
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if (!hasChapters && !hasEids && !hasCountry) return undefined;
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const andConditions: Record<string, unknown>[] = [];
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if (hasChapters) andConditions.push({ chapter: { in: chapters } });
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if (hasEids) andConditions.push({ eid: { in: eids } });
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if (hasCountry) andConditions.push({ country: { code: { in: countryCodes } } });
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const matching = await db.resource.findMany({
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where: {
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...(hasChapters && hasEids
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? { AND: [{ chapter: { in: chapters } }, { eid: { in: eids } }] }
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: hasChapters
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? { chapter: { in: chapters } }
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: { eid: { in: eids! } }),
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},
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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where: (andConditions.length === 1 ? andConditions[0]! : { AND: andConditions }) as any,
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select: { id: true },
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});
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return matching.map((r) => r.id);
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@@ -288,6 +291,7 @@ export const timelineRouter = createTRPCRouter({
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clientIds: z.array(z.string()).optional(),
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chapters: z.array(z.string()).optional(),
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eids: z.array(z.string()).optional(),
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countryCodes: z.array(z.string()).optional(),
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}),
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)
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.query(async ({ ctx, input }) => {
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@@ -306,6 +310,7 @@ export const timelineRouter = createTRPCRouter({
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clientIds: z.array(z.string()).optional(),
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chapters: z.array(z.string()).optional(),
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eids: z.array(z.string()).optional(),
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countryCodes: z.array(z.string()).optional(),
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}),
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)
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.query(async ({ ctx, input }) => {
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@@ -736,9 +741,8 @@ export const timelineRouter = createTRPCRouter({
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"Project",
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);
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// Use wide date range to catch all assignments (including those extending beyond project dates)
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const bookings = await listAssignmentBookings(ctx.db, {
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startDate: project.startDate,
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endDate: project.endDate,
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projectIds: [project.id],
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});
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