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
+16 -12
View File
@@ -48,6 +48,7 @@ type TimelineEntriesFilters = {
clientIds?: string[] | undefined;
chapters?: string[] | undefined;
eids?: string[] | undefined;
countryCodes?: string[] | undefined;
};
function getAssignmentResourceIds(
@@ -66,23 +67,25 @@ async function loadTimelineEntriesReadModel(
db: TimelineEntriesDbClient,
input: TimelineEntriesFilters,
) {
const { startDate, endDate, resourceIds, projectIds, clientIds, chapters, eids } = input;
const { startDate, endDate, resourceIds, projectIds, clientIds, chapters, eids, countryCodes } = input;
// When resource-level filters are active (resourceIds, chapters, or eids),
// When resource-level filters are active (resourceIds, chapters, eids, or countryCodes),
// resolve matching resource IDs so we can push the filter to the DB query.
const effectiveResourceIds = await (async () => {
if (resourceIds && resourceIds.length > 0) return resourceIds;
const hasChapters = chapters && chapters.length > 0;
const hasEids = eids && eids.length > 0;
if (!hasChapters && !hasEids) return undefined;
const hasCountry = countryCodes && countryCodes.length > 0;
if (!hasChapters && !hasEids && !hasCountry) return undefined;
const andConditions: Record<string, unknown>[] = [];
if (hasChapters) andConditions.push({ chapter: { in: chapters } });
if (hasEids) andConditions.push({ eid: { in: eids } });
if (hasCountry) andConditions.push({ country: { code: { in: countryCodes } } });
const matching = await db.resource.findMany({
where: {
...(hasChapters && hasEids
? { AND: [{ chapter: { in: chapters } }, { eid: { in: eids } }] }
: hasChapters
? { chapter: { in: chapters } }
: { eid: { in: eids! } }),
},
// eslint-disable-next-line @typescript-eslint/no-explicit-any
where: (andConditions.length === 1 ? andConditions[0]! : { AND: andConditions }) as any,
select: { id: true },
});
return matching.map((r) => r.id);
@@ -288,6 +291,7 @@ export const timelineRouter = createTRPCRouter({
clientIds: z.array(z.string()).optional(),
chapters: z.array(z.string()).optional(),
eids: z.array(z.string()).optional(),
countryCodes: z.array(z.string()).optional(),
}),
)
.query(async ({ ctx, input }) => {
@@ -306,6 +310,7 @@ export const timelineRouter = createTRPCRouter({
clientIds: z.array(z.string()).optional(),
chapters: z.array(z.string()).optional(),
eids: z.array(z.string()).optional(),
countryCodes: z.array(z.string()).optional(),
}),
)
.query(async ({ ctx, input }) => {
@@ -736,9 +741,8 @@ export const timelineRouter = createTRPCRouter({
"Project",
);
// Use wide date range to catch all assignments (including those extending beyond project dates)
const bookings = await listAssignmentBookings(ctx.db, {
startDate: project.startDate,
endDate: project.endDate,
projectIds: [project.id],
});