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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@@ -11,6 +11,7 @@ export const CreateAllocationBaseSchema = z.object({
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role: z.string().max(200).optional(),
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roleId: z.string().optional(),
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headcount: z.number().int().min(1).default(1),
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budgetCents: z.number().int().min(0).optional(),
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status: z.nativeEnum(AllocationStatus).default(AllocationStatus.PROPOSED),
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metadata: z.record(z.string(), z.unknown()).default({}),
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});
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@@ -24,6 +25,7 @@ export const CreateDemandRequirementBaseSchema = z.object({
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role: z.string().max(200).optional(),
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roleId: z.string().optional(),
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headcount: z.number().int().min(1).default(1),
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budgetCents: z.number().int().min(0).optional(),
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status: z.nativeEnum(AllocationStatus).default(AllocationStatus.PROPOSED),
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metadata: z.record(z.string(), z.unknown()).default({}),
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});
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@@ -63,6 +63,11 @@ const chargeabilityWidgetConfigSchema = z.object({
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watchlistThreshold: z.number().int().min(0).max(100).optional(),
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});
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const myProjectsWidgetConfigSchema = z.object({
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showFavorites: z.boolean().optional(),
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showResponsible: z.boolean().optional(),
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});
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export const dashboardWidgetConfigSchemas = {
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"stat-cards": z.object({}),
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"resource-table": resourceTableWidgetConfigSchema,
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@@ -71,6 +76,7 @@ export const dashboardWidgetConfigSchemas = {
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"demand-view": demandWidgetConfigSchema,
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"top-value-resources": topValueWidgetConfigSchema,
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"chargeability-overview": chargeabilityWidgetConfigSchema,
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"my-projects": myProjectsWidgetConfigSchema,
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} as const;
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type DashboardWidgetConfigSchemaMap = typeof dashboardWidgetConfigSchemas;
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@@ -85,6 +85,7 @@ export interface DemandRequirementRecord {
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role: string | null;
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roleId: string | null;
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headcount: number;
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budgetCents: number;
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status: AllocationStatus;
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metadata: DemandRequirementMetadata;
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createdAt: Date;
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@@ -37,6 +37,11 @@ export interface ChargeabilityOverviewWidgetConfig {
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watchlistThreshold?: number;
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}
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export interface MyProjectsWidgetConfig {
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showFavorites?: boolean;
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showResponsible?: boolean;
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}
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export interface DashboardWidgetConfigMap {
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"stat-cards": StatCardsWidgetConfig;
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"resource-table": ResourceTableWidgetConfig;
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@@ -45,6 +50,7 @@ export interface DashboardWidgetConfigMap {
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"demand-view": DemandWidgetConfig;
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"top-value-resources": TopValueResourcesWidgetConfig;
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"chargeability-overview": ChargeabilityOverviewWidgetConfig;
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"my-projects": MyProjectsWidgetConfig;
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}
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export const DASHBOARD_WIDGET_TYPES = [
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@@ -55,6 +61,7 @@ export const DASHBOARD_WIDGET_TYPES = [
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"demand-view",
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"top-value-resources",
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"chargeability-overview",
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"my-projects",
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] as const;
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export type DashboardWidgetType = (typeof DASHBOARD_WIDGET_TYPES)[number];
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@@ -163,4 +170,16 @@ export const DASHBOARD_WIDGET_CATALOG = [
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watchlistThreshold: 15,
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},
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},
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{
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type: "my-projects",
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label: "My Projects",
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description: "Quick access to your favorite and responsible projects",
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icon: "⭐",
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defaultSize: { w: 6, h: 6 },
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minSize: { w: 4, h: 3 },
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defaultConfig: {
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showFavorites: true,
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showResponsible: true,
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},
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},
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] as const satisfies readonly DashboardWidgetCatalogEntry[];
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@@ -8,6 +8,7 @@ export interface StaffingRequirement {
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preferredSkills?: string[];
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hoursPerDay: number;
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headcount: number;
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budgetCents?: number;
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startDate?: string;
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endDate?: string;
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notes?: string;
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