chore(repo): initialize planarchy workspace

apps/web/src/app/(app)/admin/blueprints/page.tsx

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+import { BlueprintsClient } from "~/components/blueprints/BlueprintsClient.js";
+
+export default function BlueprintsPage() {
+  return <BlueprintsClient />;
+}

apps/web/src/app/(app)/admin/clients/page.tsx

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+import { ClientsAdminClient } from "~/components/admin/ClientsAdminClient.js";
+
+export default function ClientsPage() {
+  return <ClientsAdminClient />;
+}

apps/web/src/app/(app)/admin/countries/page.tsx

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+import { CountriesClient } from "~/components/admin/CountriesClient.js";
+
+export default function CountriesPage() {
+  return <CountriesClient />;
+}

apps/web/src/app/(app)/admin/effort-rules/page.tsx

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+import { EffortRulesClient } from "~/components/admin/EffortRulesClient.js";
+
+export default function EffortRulesPage() {
+  return <EffortRulesClient />;
+}

apps/web/src/app/(app)/admin/experience-multipliers/page.tsx

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+import { ExperienceMultipliersClient } from "~/components/admin/ExperienceMultipliersClient.js";
+
+export default function ExperienceMultipliersPage() {
+  return <ExperienceMultipliersClient />;
+}

apps/web/src/app/(app)/admin/management-levels/page.tsx

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+import { ManagementLevelsClient } from "~/components/admin/ManagementLevelsClient.js";
+
+export default function ManagementLevelsPage() {
+  return <ManagementLevelsClient />;
+}

apps/web/src/app/(app)/admin/org-units/page.tsx

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+import { OrgUnitsClient } from "~/components/admin/OrgUnitsClient.js";
+
+export default function OrgUnitsPage() {
+  return <OrgUnitsClient />;
+}

apps/web/src/app/(app)/admin/rate-cards/page.tsx

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+import { RateCardsClient } from "~/components/admin/RateCardsClient.js";
+
+export default function RateCardsPage() {
+  return <RateCardsClient />;
+}

apps/web/src/app/(app)/admin/settings/page.tsx

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+import { SystemSettingsClient } from "~/components/admin/SystemSettingsClient.js";
+
+export default function AdminSettingsPage() {
+  return <SystemSettingsClient />;
+}

apps/web/src/app/(app)/admin/skill-import/page.tsx

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+import { BatchSkillImport } from "~/components/admin/BatchSkillImport.js";
+
+export default function BatchSkillImportPage() {
+  return <BatchSkillImport />;
+}

apps/web/src/app/(app)/admin/users/page.tsx

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+import { UsersClient } from "~/components/admin/UsersClient.js";
+
+export default function UsersPage() {
+  return <UsersClient />;
+}

apps/web/src/app/(app)/admin/utilization-categories/page.tsx

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+import { UtilizationCategoriesClient } from "~/components/admin/UtilizationCategoriesClient.js";
+
+export default function UtilizationCategoriesPage() {
+  return <UtilizationCategoriesClient />;
+}

apps/web/src/app/(app)/admin/vacations/page.tsx

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+import { PublicHolidayBatch } from "~/components/vacations/PublicHolidayBatch.js";
+import { EntitlementManager } from "~/components/vacations/EntitlementManager.js";
+
+export const metadata = { title: "Vacation Management — Planarchy" };
+
+export default function AdminVacationsPage() {
+  return (
+    <div className="p-6 max-w-5xl mx-auto space-y-6">
+      <div>
+        <h1 className="text-2xl font-bold text-gray-900">Vacation Management</h1>
+        <p className="text-sm text-gray-500 mt-1">Manage public holidays, entitlements, and year summaries</p>
+      </div>
+      <PublicHolidayBatch />
+      <EntitlementManager />
+    </div>
+  );
+}

apps/web/src/app/(app)/allocations/loading.tsx

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+export default function AllocationsLoading() {
+  return (
+    <div className="flex flex-col h-full gap-4 animate-pulse">
+      {/* Header */}
+      <div className="flex items-center justify-between">
+        <div className="h-7 w-36 bg-gray-200 dark:bg-gray-700 rounded" />
+        <div className="h-9 w-32 bg-gray-200 dark:bg-gray-700 rounded-lg" />
+      </div>
+
+      {/* Filter bar */}
+      <div className="flex gap-2">
+        <div className="h-9 w-36 bg-gray-100 dark:bg-gray-800 rounded-lg" />
+        <div className="h-9 w-36 bg-gray-100 dark:bg-gray-800 rounded-lg" />
+        <div className="h-9 w-36 bg-gray-100 dark:bg-gray-800 rounded-lg" />
+      </div>
+
+      {/* Table */}
+      <div className="flex-1 border border-gray-200 dark:border-gray-700 rounded-xl overflow-hidden">
+        {/* Header */}
+        <div className="flex gap-3 px-4 py-3 bg-gray-50 dark:bg-gray-800 border-b border-gray-200 dark:border-gray-700">
+          <div className="h-3 w-4 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-28 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 flex-1 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-20 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-20 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-16 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-20 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-16 bg-gray-300 dark:bg-gray-600 rounded" />
+        </div>
+        {/* Rows */}
+        {[...Array(10)].map((_, i) => (
+          <div key={i} className="flex items-center gap-3 px-4 py-3 border-b border-gray-100 dark:border-gray-800">
+            <div className="h-4 w-4 bg-gray-100 dark:bg-gray-700 rounded" />
+            <div className="h-3 w-28 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-3 flex-1 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-3 w-20 bg-gray-100 dark:bg-gray-800 rounded" />
+            <div className="h-3 w-20 bg-gray-100 dark:bg-gray-800 rounded" />
+            <div className="h-3 w-10 bg-gray-100 dark:bg-gray-800 rounded" />
+            <div className="h-3 w-16 bg-gray-100 dark:bg-gray-800 rounded" />
+            <div className="h-5 w-20 bg-gray-100 dark:bg-gray-800 rounded-full" />
+          </div>
+        ))}
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(app)/allocations/page.tsx

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+import { AllocationsClient } from "~/components/allocations/AllocationsClient.js";
+
+export default function AllocationsPage() {
+  return <AllocationsClient />;
+}

apps/web/src/app/(app)/analytics/skills/page.tsx

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+import { SkillsAnalytics } from "~/components/analytics/SkillsAnalytics.js";
+
+export default function SkillsAnalyticsPage() {
+  return <SkillsAnalytics />;
+}

apps/web/src/app/(app)/dashboard/page.tsx

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+import { DashboardClient } from "~/components/dashboard/DashboardClient.js";
+
+export default function DashboardPage() {
+  return <DashboardClient />;
+}

apps/web/src/app/(app)/estimates/EstimatesClient.tsx

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+"use client";
+
+import { useMemo, useState } from "react";
+import Link from "next/link";
+import type { AppRouter } from "@planarchy/api/router";
+import { EstimateStatus, type EstimateVersionStatus } from "@planarchy/shared";
+import type { inferRouterOutputs } from "@trpc/server";
+import { clsx } from "clsx";
+import { EstimateWizard } from "~/components/estimates/EstimateWizard.js";
+import { usePermissions } from "~/hooks/usePermissions.js";
+import { formatDateLong } from "~/lib/format.js";
+import { trpc } from "~/lib/trpc/client.js";
+
+type RouterOutput = inferRouterOutputs<AppRouter>;
+type EstimateListItem = RouterOutput["estimate"]["list"][number];
+type EstimateDetail = RouterOutput["estimate"]["getById"];
+
+const STATUS_STYLES: Record<EstimateStatus, string> = {
+  DRAFT: "bg-slate-100 text-slate-700",
+  IN_REVIEW: "bg-amber-100 text-amber-700",
+  APPROVED: "bg-emerald-100 text-emerald-700",
+  ARCHIVED: "bg-zinc-200 text-zinc-700",
+};
+
+const VERSION_STYLES: Record<EstimateVersionStatus, string> = {
+  WORKING: "bg-sky-100 text-sky-700",
+  BASELINE: "bg-violet-100 text-violet-700",
+  SUBMITTED: "bg-amber-100 text-amber-700",
+  APPROVED: "bg-emerald-100 text-emerald-700",
+  SUPERSEDED: "bg-zinc-200 text-zinc-700",
+};
+
+function formatMoney(cents: number | null | undefined, currency = "EUR") {
+  return new Intl.NumberFormat("de-DE", {
+    style: "currency",
+    currency,
+    maximumFractionDigits: 0,
+  }).format((cents ?? 0) / 100);
+}
+
+function formatMetricValue(metric: EstimateDetail["versions"][number]["metrics"][number]) {
+  if (metric.valueCents != null) {
+    return formatMoney(metric.valueCents, metric.currency ?? "EUR");
+  }
+  if (metric.key === "margin_percent") {
+    return `${metric.valueDecimal.toFixed(0)}%`;
+  }
+  return new Intl.NumberFormat("de-DE", { maximumFractionDigits: 1 }).format(metric.valueDecimal);
+}
+
+function getLatestVersion(estimate: EstimateDetail | null | undefined) {
+  if (!estimate) return null;
+  return [...estimate.versions].sort((left, right) => right.versionNumber - left.versionNumber)[0] ?? null;
+}
+
+function EstimateDetailPanel({
+  estimate,
+  onClone,
+  cloning,
+}: {
+  estimate: EstimateDetail;
+  onClone?: (id: string) => void;
+  cloning?: boolean;
+}) {
+  const latestVersion = getLatestVersion(estimate);
+  const latestMetrics = latestVersion?.metrics ?? [];
+
+  return (
+    <aside className="rounded-3xl border border-gray-200 bg-white p-5 shadow-sm">
+      <div className="flex items-start justify-between gap-4">
+        <div>
+          <p className="text-xs font-semibold uppercase tracking-[0.2em] text-gray-400">Estimate detail</p>
+          <h2 className="mt-2 text-xl font-semibold text-gray-900">{estimate.name}</h2>
+          <p className="mt-1 text-sm text-gray-500">
+            {estimate.project ? `${estimate.project.shortCode} - ${estimate.project.name}` : "Standalone estimate"}
+          </p>
+        </div>
+        <span className={clsx("rounded-full px-3 py-1 text-xs font-semibold", STATUS_STYLES[estimate.status])}>
+          {estimate.status.replace("_", " ")}
+        </span>
+      </div>
+
+      <div className="mt-4 flex gap-2">
+        <Link
+          href={`/estimates/${estimate.id}`}
+          className="inline-flex items-center justify-center rounded-2xl border border-brand-200 bg-brand-50 px-4 py-2 text-sm font-semibold text-brand-700 transition hover:border-brand-300 hover:bg-brand-100"
+        >
+          Open workspace
+        </Link>
+        {onClone && (
+          <button
+            type="button"
+            disabled={cloning}
+            onClick={() => onClone(estimate.id)}
+            className="inline-flex items-center justify-center rounded-2xl border border-gray-200 bg-white px-4 py-2 text-sm font-semibold text-gray-700 transition hover:border-gray-300 hover:bg-gray-50 disabled:opacity-50"
+          >
+            {cloning ? "Cloning..." : "Clone"}
+          </button>
+        )}
+      </div>
+
+      {latestVersion ? (
+        <>
+          <div className="mt-5 flex items-center gap-2">
+            <span className="text-sm font-medium text-gray-700">
+              Version {latestVersion.versionNumber}
+              {latestVersion.label ? ` - ${latestVersion.label}` : ""}
+            </span>
+            <span className={clsx("rounded-full px-2 py-0.5 text-xs font-medium", VERSION_STYLES[latestVersion.status])}>
+              {latestVersion.status}
+            </span>
+          </div>
+
+          {latestMetrics.length > 0 && (
+            <div className="mt-5 grid gap-3 sm:grid-cols-2">
+              {latestMetrics.map((metric) => (
+                <div key={metric.id} className="rounded-2xl border border-gray-100 bg-gray-50 px-4 py-3">
+                  <p className="text-xs uppercase tracking-wide text-gray-400">{metric.label}</p>
+                  <p className="mt-1 text-lg font-semibold text-gray-900">{formatMetricValue(metric)}</p>
+                </div>
+              ))}
+            </div>
+          )}
+
+          {latestVersion.notes && (
+            <div className="mt-5 rounded-2xl border border-gray-100 bg-gray-50 p-4">
+              <p className="text-xs uppercase tracking-wide text-gray-400">Version notes</p>
+              <p className="mt-2 text-sm text-gray-700">{latestVersion.notes}</p>
+            </div>
+          )}
+
+          <div className="mt-5 grid gap-5 xl:grid-cols-2">
+            <section>
+              <div className="flex items-center justify-between">
+                <h3 className="text-sm font-semibold text-gray-900">Scope items</h3>
+                <span className="text-xs text-gray-400">{latestVersion.scopeItems.length}</span>
+              </div>
+              <div className="mt-3 space-y-2">
+                {latestVersion.scopeItems.length === 0 ? (
+                  <p className="rounded-2xl border border-dashed border-gray-200 px-4 py-3 text-sm text-gray-400">
+                    No scope rows captured yet.
+                  </p>
+                ) : (
+                  latestVersion.scopeItems.map((item) => (
+                    <div key={item.id} className="rounded-2xl border border-gray-100 px-4 py-3">
+                      <div className="flex items-center justify-between gap-3">
+                        <p className="font-medium text-gray-900">{item.name}</p>
+                        <span className="text-xs text-gray-400">{item.scopeType}</span>
+                      </div>
+                      {item.description && <p className="mt-1 text-sm text-gray-600">{item.description}</p>}
+                    </div>
+                  ))
+                )}
+              </div>
+            </section>
+
+            <section>
+              <div className="flex items-center justify-between">
+                <h3 className="text-sm font-semibold text-gray-900">Demand lines</h3>
+                <span className="text-xs text-gray-400">{latestVersion.demandLines.length}</span>
+              </div>
+              <div className="mt-3 space-y-2">
+                {latestVersion.demandLines.length === 0 ? (
+                  <p className="rounded-2xl border border-dashed border-gray-200 px-4 py-3 text-sm text-gray-400">
+                    No staffing demand captured yet.
+                  </p>
+                ) : (
+                  latestVersion.demandLines.map((line) => (
+                    <div key={line.id} className="rounded-2xl border border-gray-100 px-4 py-3">
+                      <div className="flex items-center justify-between gap-3">
+                        <p className="font-medium text-gray-900">{line.name}</p>
+                        <p className="text-sm font-medium text-gray-600">{line.hours.toFixed(1)} h</p>
+                      </div>
+                      <div className="mt-2 flex flex-wrap gap-2 text-xs text-gray-500">
+                        <span>{formatMoney(line.costTotalCents, line.currency)} cost</span>
+                        <span>{formatMoney(line.priceTotalCents, line.currency)} sell</span>
+                        {line.chapter && <span>{line.chapter}</span>}
+                      </div>
+                    </div>
+                  ))
+                )}
+              </div>
+            </section>
+          </div>
+        </>
+      ) : (
+        <p className="mt-6 rounded-2xl border border-dashed border-gray-200 px-4 py-6 text-sm text-gray-400">
+          No versions available for this estimate yet.
+        </p>
+      )}
+    </aside>
+  );
+}
+
+function EstimateCard({
+  estimate,
+  active,
+  onSelect,
+  canInspect,
+}: {
+  estimate: EstimateListItem;
+  active: boolean;
+  onSelect: () => void;
+  canInspect: boolean;
+}) {
+  const latestVersion = estimate.versions[0];
+
+  return (
+    <button
+      type="button"
+      onClick={onSelect}
+      disabled={!canInspect}
+      className={clsx(
+        "w-full rounded-3xl border p-5 text-left transition",
+        active ? "border-brand-500 bg-brand-50 shadow-sm" : "border-gray-200 bg-white hover:border-gray-300 hover:shadow-sm",
+        !canInspect && "cursor-default",
+      )}
+    >
+      <div className="flex items-start justify-between gap-4">
+        <div>
+          <div className="flex items-center gap-2">
+            <span className={clsx("rounded-full px-2.5 py-1 text-xs font-semibold", STATUS_STYLES[estimate.status])}>
+              {estimate.status.replace("_", " ")}
+            </span>
+            {estimate.project && (
+              <span className="rounded-full bg-gray-100 px-2.5 py-1 text-xs font-medium text-gray-600">
+                {estimate.project.shortCode}
+              </span>
+            )}
+          </div>
+          <h3 className="mt-3 text-lg font-semibold text-gray-900">{estimate.name}</h3>
+          <p className="mt-1 text-sm text-gray-500">
+            {estimate.project ? estimate.project.name : "No linked project"}
+          </p>
+        </div>
+        {latestVersion && (
+          <span className={clsx("rounded-full px-2.5 py-1 text-xs font-medium", VERSION_STYLES[latestVersion.status])}>
+            v{latestVersion.versionNumber}
+          </span>
+        )}
+      </div>
+
+      <div className="mt-5 grid gap-3 sm:grid-cols-2">
+        <div>
+          <p className="text-xs uppercase tracking-wide text-gray-400">Opportunity</p>
+          <p className="mt-1 text-sm text-gray-700">{estimate.opportunityId ?? "Not set"}</p>
+        </div>
+        <div>
+          <p className="text-xs uppercase tracking-wide text-gray-400">Updated</p>
+          <p className="mt-1 text-sm text-gray-700">{formatDateLong(estimate.updatedAt)}</p>
+        </div>
+      </div>
+
+      {!canInspect && (
+        <p className="mt-4 text-xs text-gray-400">
+          Detailed financial breakdown is limited to manager and controller roles.
+        </p>
+      )}
+    </button>
+  );
+}
+
+export function EstimatesClient() {
+  const [search, setSearch] = useState("");
+  const [status, setStatus] = useState<EstimateStatus | "">("");
+  const [wizardOpen, setWizardOpen] = useState(false);
+  const [selectedEstimateId, setSelectedEstimateId] = useState<string | null>(null);
+  const { canEdit, canViewCosts } = usePermissions();
+  const utils = trpc.useUtils();
+
+  const cloneMutation = trpc.estimate.clone.useMutation({
+    onSuccess: (cloned) => {
+      void utils.estimate.list.invalidate();
+      setSelectedEstimateId(cloned.id);
+    },
+  });
+
+  const listQuery = trpc.estimate.list.useQuery(
+    {
+      query: search || undefined,
+      status: status || undefined,
+    },
+    { staleTime: 15_000 },
+  );
+
+  const detailQuery = trpc.estimate.getById.useQuery(
+    { id: selectedEstimateId ?? "" },
+    {
+      enabled: canViewCosts && !!selectedEstimateId,
+      staleTime: 15_000,
+    },
+  );
+
+  const estimates = listQuery.data ?? [];
+
+  const selectedEstimate = useMemo(() => {
+    if (!canViewCosts) return null;
+    return detailQuery.data ?? null;
+  }, [canViewCosts, detailQuery.data]);
+
+  return (
+    <>
+      <div className="space-y-6">
+        <div className="rounded-[28px] border border-gray-200 bg-gradient-to-br from-white via-white to-brand-50 p-6 shadow-sm">
+          <div className="flex flex-col gap-5 lg:flex-row lg:items-end lg:justify-between">
+            <div>
+              <p className="text-xs font-semibold uppercase tracking-[0.24em] text-brand-600">Estimating</p>
+              <h1 className="mt-2 text-3xl font-semibold text-gray-900">Browser-native estimate workspace</h1>
+              <p className="mt-2 max-w-3xl text-sm text-gray-600">
+                Build structured estimates from live projects, resources, and role data instead of maintaining a disconnected spreadsheet.
+              </p>
+            </div>
+            {canEdit && (
+              <button
+                type="button"
+                onClick={() => setWizardOpen(true)}
+                className="inline-flex items-center justify-center rounded-2xl bg-brand-600 px-5 py-3 text-sm font-semibold text-white transition hover:bg-brand-700"
+              >
+                New Estimate
+              </button>
+            )}
+          </div>
+
+          <div className="mt-6 grid gap-3 lg:grid-cols-[minmax(0,1fr),220px]">
+            <input
+              type="search"
+              value={search}
+              onChange={(event) => setSearch(event.target.value)}
+              placeholder="Search by estimate or opportunity"
+              className="w-full rounded-2xl border border-gray-300 bg-white px-4 py-3 text-sm text-gray-900 outline-none ring-0 transition focus:border-brand-500 focus:ring-2 focus:ring-brand-100"
+            />
+            <select
+              value={status}
+              onChange={(event) => setStatus(event.target.value as EstimateStatus | "")}
+              className="w-full rounded-2xl border border-gray-300 bg-white px-4 py-3 text-sm text-gray-900 outline-none transition focus:border-brand-500 focus:ring-2 focus:ring-brand-100"
+            >
+              <option value="">All statuses</option>
+              {Object.values(EstimateStatus).map((value) => (
+                <option key={value} value={value}>
+                  {value.replace("_", " ")}
+                </option>
+              ))}
+            </select>
+          </div>
+        </div>
+
+        {listQuery.isLoading ? (
+          <div className="rounded-3xl border border-dashed border-gray-200 bg-white px-6 py-14 text-center text-sm text-gray-400">
+            Loading estimates...
+          </div>
+        ) : estimates.length === 0 ? (
+          <div className="rounded-3xl border border-dashed border-gray-200 bg-white px-6 py-14 text-center">
+            <p className="text-base font-medium text-gray-700">No estimates yet</p>
+            <p className="mt-2 text-sm text-gray-400">
+              Start with the wizard to create a connected estimate from Planarchy data.
+            </p>
+          </div>
+        ) : (
+          <div className="grid gap-6 xl:grid-cols-[minmax(0,1.05fr),minmax(320px,0.95fr)]">
+            <div className="space-y-4">
+              {estimates.map((estimate) => (
+                <EstimateCard
+                  key={estimate.id}
+                  estimate={estimate}
+                  active={estimate.id === selectedEstimateId}
+                  canInspect={canViewCosts}
+                  onSelect={() => {
+                    if (!canViewCosts) return;
+                    setSelectedEstimateId((current) => (current === estimate.id ? current : estimate.id));
+                  }}
+                />
+              ))}
+            </div>
+
+            <div>
+              {canViewCosts ? (
+                selectedEstimate ? (
+                  <EstimateDetailPanel
+                    estimate={selectedEstimate}
+                    {...(canEdit ? { onClone: (id: string) => cloneMutation.mutate({ sourceEstimateId: id }), cloning: cloneMutation.isPending } : {})}
+                  />
+                ) : (
+                  <div className="rounded-3xl border border-dashed border-gray-200 bg-white px-6 py-14 text-center text-sm text-gray-400">
+                    Select an estimate to inspect the current version, demand lines, and summary metrics.
+                  </div>
+                )
+              ) : (
+                <div className="rounded-3xl border border-dashed border-gray-200 bg-white px-6 py-14 text-center text-sm text-gray-400">
+                  Your role can access the estimate list, but not the detailed financial breakdown.
+                </div>
+              )}
+            </div>
+          </div>
+        )}
+      </div>
+
+      {wizardOpen && <EstimateWizard onClose={() => setWizardOpen(false)} />}
+    </>
+  );
+}

apps/web/src/app/(app)/estimates/[id]/page.tsx

@@ -0,0 +1,10 @@
+import { EstimateWorkspaceClient } from "~/components/estimates/EstimateWorkspaceClient.js";
+
+interface EstimateWorkspacePageProps {
+  params: Promise<{ id: string }>;
+}
+
+export default async function EstimateWorkspacePage({ params }: EstimateWorkspacePageProps) {
+  const { id } = await params;
+  return <EstimateWorkspaceClient estimateId={id} />;
+}

apps/web/src/app/(app)/estimates/page.tsx

@@ -0,0 +1,9 @@
+import { EstimatesClient } from "./EstimatesClient.js";
+
+export default function EstimatesPage() {
+  return (
+    <div className="p-6">
+      <EstimatesClient />
+    </div>
+  );
+}

apps/web/src/app/(app)/layout.tsx

@@ -0,0 +1,14 @@
+import { redirect } from "next/navigation";
+import { AppShell } from "~/components/layout/AppShell.js";
+import { auth } from "~/server/auth.js";
+
+export default async function AppLayout({ children }: { children: React.ReactNode }) {
+  const session = await auth();
+
+  if (!session) {
+    redirect("/auth/signin");
+  }
+
+  const userRole = (session.user as { role?: string }).role ?? "USER";
+  return <AppShell userRole={userRole}>{children}</AppShell>;
+}

apps/web/src/app/(app)/loading.tsx

@@ -0,0 +1,15 @@
+export default function AppLoading() {
+  return (
+    <div className="p-6 space-y-4 animate-pulse">
+      <div className="h-8 bg-gray-200 dark:bg-gray-700 rounded w-48" />
+      <div className="h-4 bg-gray-100 dark:bg-gray-800 rounded w-72" />
+      <div className="grid grid-cols-4 gap-4 mt-4">
+        {[0, 1, 2, 3].map((i) => (
+          <div key={i} className="h-20 bg-gray-100 dark:bg-gray-800 rounded-xl" />
+        ))}
+      </div>
+      <div className="h-64 bg-gray-100 dark:bg-gray-800 rounded-xl" />
+      <div className="h-48 bg-gray-100 dark:bg-gray-800 rounded-xl" />
+    </div>
+  );
+}

apps/web/src/app/(app)/projects/ProjectsClient.tsx

@@ -0,0 +1,619 @@
+"use client";
+
+import { useState, useEffect, useCallback, useMemo, useRef } from "react";
+import { formatDate } from "~/lib/format.js";
+import type { Project, ColumnDef } from "@planarchy/shared";
+import { ProjectStatus, PROJECT_COLUMNS, BlueprintTarget } from "@planarchy/shared";
+import Link from "next/link";
+import { clsx } from "clsx";
+import { trpc } from "~/lib/trpc/client.js";
+import { ProjectModal } from "~/components/projects/ProjectModal.js";
+import { ProjectWizard } from "~/components/projects/ProjectWizard.js";
+import { useSelection } from "~/hooks/useSelection.js";
+import { BatchActionBar } from "~/components/ui/BatchActionBar.js";
+import { ConfirmDialog } from "~/components/ui/ConfirmDialog.js";
+import { FilterBar } from "~/components/ui/FilterBar.js";
+import { FilterChips } from "~/components/ui/FilterChips.js";
+import { ColumnTogglePanel } from "~/components/ui/ColumnTogglePanel.js";
+import { InfiniteScrollSentinel } from "~/components/ui/InfiniteScrollSentinel.js";
+import { usePermissions } from "~/hooks/usePermissions.js";
+import { useColumnConfig } from "~/hooks/useColumnConfig.js";
+import { useTableSort } from "~/hooks/useTableSort.js";
+import { useViewPrefs } from "~/hooks/useViewPrefs.js";
+import { useRowOrder } from "~/hooks/useRowOrder.js";
+import { SortableColumnHeader } from "~/components/ui/SortableColumnHeader.js";
+import { DraggableTableRow } from "~/components/ui/DraggableTableRow.js";
+
+// ─── Constants ────────────────────────────────────────────────────────────────
+
+const STATUS_COLORS: Record<string, string> = {
+  DRAFT: "bg-gray-100 text-gray-700",
+  ACTIVE: "bg-green-100 text-green-700",
+  ON_HOLD: "bg-yellow-100 text-yellow-700",
+  COMPLETED: "bg-blue-100 text-blue-700",
+  CANCELLED: "bg-red-100 text-red-700",
+};
+
+const ORDER_TYPE_COLORS: Record<string, string> = {
+  BD: "bg-purple-100 text-purple-700",
+  CHARGEABLE: "bg-green-100 text-green-700",
+  INTERNAL: "bg-blue-100 text-blue-700",
+  OVERHEAD: "bg-gray-100 text-gray-700",
+};
+
+const ALL_STATUSES = [
+  { value: "DRAFT", label: "Draft" },
+  { value: "ACTIVE", label: "Active" },
+  { value: "ON_HOLD", label: "On Hold" },
+  { value: "COMPLETED", label: "Completed" },
+  { value: "CANCELLED", label: "Cancelled" },
+] as const;
+
+const ALL_ORDER_TYPES = [
+  { value: "BD", label: "BD" },
+  { value: "CHARGEABLE", label: "Chargeable" },
+  { value: "INTERNAL", label: "Internal" },
+  { value: "OVERHEAD", label: "Overhead" },
+] as const;
+
+// ─── Sub-components ───────────────────────────────────────────────────────────
+
+function BudgetBar({ utilizationPercent, budgetCents }: { utilizationPercent: number; budgetCents: number }) {
+  if (budgetCents === 0) {
+    return <div className="text-xs text-gray-400">No budget</div>;
+  }
+  const cappedPercent = Math.min(utilizationPercent, 100);
+  let barColor = "bg-green-500";
+  if (utilizationPercent > 95) barColor = "bg-red-500";
+  else if (utilizationPercent > 85) barColor = "bg-orange-500";
+  else if (utilizationPercent > 70) barColor = "bg-yellow-500";
+
+  return (
+    <div className="space-y-0.5 min-w-[80px]">
+      <div className="h-1.5 bg-gray-100 rounded-full overflow-hidden w-full">
+        <div className={clsx("h-full rounded-full transition-all", barColor)} style={{ width: `${cappedPercent}%` }} />
+      </div>
+      <div className="text-xs text-gray-500">{utilizationPercent.toFixed(0)}% used</div>
+    </div>
+  );
+}
+
+function StatusDropdown({ project, isOpen, onOpen, onClose }: { project: ProjectRow; isOpen: boolean; onOpen: () => void; onClose: () => void }) {
+  const utils = trpc.useUtils();
+  const dropdownRef = useRef<HTMLDivElement>(null);
+
+  const updateStatus = trpc.project.updateStatus.useMutation({
+    onSuccess: async () => {
+      await utils.project.listWithCosts.invalidate();
+      onClose();
+    },
+  });
+
+  useEffect(() => {
+    if (!isOpen) return;
+    function handleOutsideClick(e: MouseEvent) {
+      if (dropdownRef.current && !dropdownRef.current.contains(e.target as Node)) onClose();
+    }
+    document.addEventListener("mousedown", handleOutsideClick);
+    return () => document.removeEventListener("mousedown", handleOutsideClick);
+  }, [isOpen, onClose]);
+
+  return (
+    <div className="relative" ref={dropdownRef}>
+      <button
+        type="button"
+        onClick={(e) => { e.stopPropagation(); isOpen ? onClose() : onOpen(); }}
+        className={clsx(
+          "inline-flex items-center gap-1 px-2 py-0.5 text-xs rounded-full cursor-pointer transition-opacity hover:opacity-80",
+          STATUS_COLORS[project.status] ?? "bg-gray-100 text-gray-700",
+        )}
+        title="Click to change status"
+      >
+        {project.status}
+        <svg className="w-2.5 h-2.5 opacity-60" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+          <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M19 9l-7 7-7-7" />
+        </svg>
+      </button>
+      {isOpen && (
+        <div className="absolute left-0 top-full mt-1 z-20 bg-white border border-gray-200 rounded-lg shadow-lg py-1 min-w-[130px]">
+          {ALL_STATUSES.map((s) => (
+            <button
+              key={s.value}
+              type="button"
+              disabled={s.value === project.status || updateStatus.isPending}
+              onClick={(e) => { e.stopPropagation(); updateStatus.mutate({ id: project.id, status: s.value as never }); }}
+              className={clsx(
+                "w-full text-left px-3 py-1.5 text-xs transition-colors",
+                s.value === project.status
+                  ? "font-semibold text-gray-400 cursor-default"
+                  : "text-gray-700 hover:bg-gray-50 cursor-pointer",
+              )}
+            >
+              <span className={clsx("inline-block px-1.5 py-0.5 rounded-full", STATUS_COLORS[s.value] ?? "bg-gray-100 text-gray-700")}>
+                {s.label}
+              </span>
+            </button>
+          ))}
+        </div>
+      )}
+    </div>
+  );
+}
+
+// ─── Types ────────────────────────────────────────────────────────────────────
+
+interface ProjectRow {
+  id: string;
+  shortCode: string;
+  name: string;
+  status: string;
+  orderType: string;
+  startDate: string | Date;
+  endDate: string | Date;
+  budgetCents: number;
+  winProbability: number;
+  totalCostCents: number;
+  totalPersonDays: number;
+  utilizationPercent: number;
+  dynamicFields?: Record<string, unknown> | null;
+}
+
+// ─── Main component ───────────────────────────────────────────────────────────
+
+export function ProjectsClient() {
+  const [search, setSearch] = useState("");
+  const [statusFilter, setStatusFilter] = useState<string>("");
+  const [orderTypeFilter, setOrderTypeFilter] = useState<string>("");
+  const [modalOpen, setModalOpen] = useState(false);
+  const [wizardOpen, setWizardOpen] = useState(false);
+  const [editingProject, setEditingProject] = useState<Project | null>(null);
+  const [openStatusProjectId, setOpenStatusProjectId] = useState<string | null>(null);
+  const [batchStatusPicker, setBatchStatusPicker] = useState(false);
+  const [confirmBatchStatus, setConfirmBatchStatus] = useState<{ ids: string[]; status: string } | null>(null);
+
+  const selection = useSelection();
+  const utils = trpc.useUtils();
+  const { canViewCosts } = usePermissions();
+
+  const batchUpdateStatus = trpc.project.batchUpdateStatus.useMutation({
+    onSuccess: async () => {
+      await utils.project.listWithCosts.invalidate();
+      selection.clear();
+    },
+  });
+
+  // ─── Custom field columns from global blueprints ──────────────────────────
+  const { data: globalFieldDefs } = trpc.blueprint.getGlobalFieldDefs.useQuery(
+    { target: BlueprintTarget.PROJECT },
+    { staleTime: 300_000 },
+  );
+  const customColumns = useMemo<ColumnDef[]>(
+    () =>
+      (globalFieldDefs ?? [])
+        .filter((f) => f.showInList)
+        .map((f) => ({
+          key: `custom_${f.key}`,
+          label: f.label,
+          defaultVisible: false,
+          hideable: true,
+          isCustom: true,
+          fieldType: f.type as string,
+        })),
+    [globalFieldDefs],
+  );
+
+  // ─── Column visibility ────────────────────────────────────────────────────
+  // Filter out budget column if user cannot view costs
+  const baseColumns = useMemo<ColumnDef[]>(
+    () => (canViewCosts ? PROJECT_COLUMNS : PROJECT_COLUMNS.filter((c) => c.key !== "budget")),
+    [canViewCosts],
+  );
+
+  const { allColumns, visibleColumns, visibleKeys, setVisible } = useColumnConfig(
+    "projects",
+    baseColumns,
+    customColumns,
+  );
+  const defaultKeys = useMemo(
+    () => baseColumns.filter((c) => c.defaultVisible).map((c) => c.key),
+    [baseColumns],
+  );
+
+  // ─── Infinite query (cursor-based) ────────────────────────────────────────
+  const {
+    data,
+    isLoading,
+    isFetchingNextPage,
+    fetchNextPage,
+    hasNextPage,
+  } = trpc.project.listWithCosts.useInfiniteQuery(
+    {
+      search: search || undefined,
+      status: (statusFilter as ProjectStatus) || undefined,
+      limit: 50,
+    },
+    {
+      getNextPageParam: (lastPage) => lastPage.nextCursor ?? undefined,
+      initialCursor: undefined,
+      placeholderData: (prev) => prev,
+      staleTime: 15_000,
+    },
+  );
+
+  const allProjects = useMemo(
+    () => (data?.pages.flatMap((p) => p.projects) ?? []) as unknown as ProjectRow[],
+    [data],
+  );
+
+  // Client-side orderType filter
+  const filteredProjects = useMemo(
+    () => (orderTypeFilter ? allProjects.filter((p) => p.orderType === orderTypeFilter) : allProjects),
+    [allProjects, orderTypeFilter],
+  );
+
+  // ─── Sort + row order ─────────────────────────────────────────────────────
+  const viewPrefs = useViewPrefs("projects");
+  const { sorted, sortField, sortDir, toggle, reset } = useTableSort(filteredProjects, {
+    initialField: viewPrefs.savedSort?.field ?? null,
+    initialDir: viewPrefs.savedSort?.dir ?? null,
+    onSortChange: (field, dir) => {
+      viewPrefs.setSavedSort(field && dir ? { field, dir } : null);
+    },
+  });
+  const { orderedRows: projects, reorder, isCustomOrder, resetOrder } = useRowOrder(
+    sorted,
+    viewPrefs,
+    sortField,
+    reset,
+  );
+  const rowDragRef = useRef<string | null>(null);
+
+  const projectIds = projects.map((p) => p.id);
+
+  useEffect(() => {
+    selection.clear();
+  // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [search, statusFilter, orderTypeFilter]);
+
+  const handleFetchNext = useCallback(() => {
+    if (hasNextPage && !isFetchingNextPage) void fetchNextPage();
+  }, [hasNextPage, isFetchingNextPage, fetchNextPage]);
+
+  function openNewModal() { setEditingProject(null); setModalOpen(true); }
+  function openEditModal(project: Project) { setEditingProject(project); setModalOpen(true); }
+  function closeModal() { setModalOpen(false); setEditingProject(null); }
+  function clearAll() { setSearch(""); setStatusFilter(""); setOrderTypeFilter(""); }
+
+  const chips = [
+    ...(search ? [{ label: `Search: "${search}"`, onRemove: () => setSearch("") }] : []),
+    ...(statusFilter ? [{ label: `Status: ${statusFilter}`, onRemove: () => setStatusFilter("") }] : []),
+    ...(orderTypeFilter ? [{ label: `Type: ${orderTypeFilter}`, onRemove: () => setOrderTypeFilter("") }] : []),
+  ];
+
+  // ─── Cell renderer ────────────────────────────────────────────────────────
+  function renderCell(col: ColumnDef, project: ProjectRow) {
+    const dynFields = (project.dynamicFields ?? {}) as Record<string, unknown>;
+
+    if (col.isCustom) {
+      const fieldKey = col.key.replace(/^custom_/, "");
+      const val = dynFields[fieldKey];
+      return <td key={col.key} className="px-4 py-3 text-sm text-gray-600">{val != null ? String(val) : "—"}</td>;
+    }
+
+    switch (col.key) {
+      case "shortCode":
+        return <td key={col.key} className="px-4 py-3 text-sm font-mono font-medium text-gray-900">{project.shortCode}</td>;
+      case "name":
+        return (
+          <td key={col.key} className="px-4 py-3 text-sm font-medium text-gray-900 max-w-xs truncate">
+            <Link href={`/projects/${project.id}`} className="hover:text-brand-600 hover:underline">
+              {project.name}
+            </Link>
+          </td>
+        );
+      case "status":
+        return (
+          <td key={col.key} className="px-4 py-3">
+            <StatusDropdown
+              project={project}
+              isOpen={openStatusProjectId === project.id}
+              onOpen={() => setOpenStatusProjectId(project.id)}
+              onClose={() => setOpenStatusProjectId(null)}
+            />
+          </td>
+        );
+      case "orderType":
+        return (
+          <td key={col.key} className="px-4 py-3">
+            <span className={`inline-block px-2 py-0.5 text-xs rounded-full ${ORDER_TYPE_COLORS[project.orderType] ?? ""}`}>
+              {project.orderType}
+            </span>
+          </td>
+        );
+      case "dates":
+        return (
+          <td key={col.key} className="px-4 py-3 text-xs text-gray-500 whitespace-nowrap">
+            {formatDate(project.startDate)} – {formatDate(project.endDate)}
+          </td>
+        );
+      case "budget":
+        return (
+          <td key={col.key} className="px-4 py-3 min-w-[120px]">
+            <div className="text-sm text-gray-900 mb-0.5">
+              {(project.budgetCents / 100).toLocaleString("de-DE", { minimumFractionDigits: 0 })} €
+            </div>
+            <BudgetBar utilizationPercent={project.utilizationPercent ?? 0} budgetCents={project.budgetCents} />
+          </td>
+        );
+      case "allocations":
+        return (
+          <td key={col.key} className="px-4 py-3 text-sm text-gray-600 text-right">
+            {project.totalPersonDays > 0 ? `${project.totalPersonDays}d` : "—"}
+          </td>
+        );
+      case "responsible":
+        return <td key={col.key} className="px-4 py-3 text-sm text-gray-500">—</td>;
+      default:
+        return <td key={col.key} className="px-4 py-3 text-sm text-gray-600">—</td>;
+    }
+  }
+
+  // ─── Header renderer ──────────────────────────────────────────────────────
+  const SORTABLE_PROJECT_COLS = new Set(["shortCode", "name", "status", "orderType", "dates", "budget", "allocations"]);
+  function renderHeader(col: ColumnDef) {
+    if (SORTABLE_PROJECT_COLS.has(col.key)) {
+      return (
+        <SortableColumnHeader
+          key={col.key}
+          label={col.label}
+          field={col.key}
+          sortField={sortField}
+          sortDir={sortDir}
+          onSort={toggle}
+        />
+      );
+    }
+    return (
+      <th key={col.key} className="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">
+        {col.label}
+      </th>
+    );
+  }
+
+  return (
+    <>
+      {/* Header */}
+      <div className="mb-6 flex items-center justify-between">
+        <div>
+          <h1 className="text-2xl font-bold text-gray-900">Projects</h1>
+          {!isLoading && (
+            <p className="text-gray-500 text-sm mt-1">
+              {projects.length} project{projects.length !== 1 ? "s" : ""}
+              {hasNextPage ? "+" : ""}
+            </p>
+          )}
+        </div>
+        <div className="flex items-center gap-2">
+          <button
+            type="button"
+            onClick={() => setWizardOpen(true)}
+            className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium transition-colors flex items-center gap-2"
+          >
+            <svg className="w-4 h-4" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+              <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M9.663 17h4.673M12 3v1m6.364 1.636l-.707.707M21 12h-1M4 12H3m3.343-5.657l-.707-.707m2.828 9.9a5 5 0 117.072 0l-.548.547A3.374 3.374 0 0014 18.469V19a2 2 0 11-4 0v-.531c0-.895-.356-1.754-.988-2.386l-.548-.547z" />
+            </svg>
+            New Project Wizard
+          </button>
+          <button
+            type="button"
+            onClick={openNewModal}
+            className="px-4 py-2 border border-gray-300 text-gray-700 rounded-lg hover:bg-gray-50 text-sm font-medium transition-colors flex items-center gap-2"
+          >
+            <svg className="w-4 h-4" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+              <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M12 4v16m8-8H4" />
+            </svg>
+            Quick Add
+          </button>
+        </div>
+      </div>
+
+      {/* Filters */}
+      <FilterBar>
+        <input
+          type="search"
+          placeholder="Search projects..."
+          value={search}
+          onChange={(e) => setSearch(e.target.value)}
+          className="w-full max-w-xs px-3 py-2 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm"
+        />
+        <select
+          value={statusFilter}
+          onChange={(e) => setStatusFilter(e.target.value)}
+          className="px-3 py-2 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm bg-white"
+        >
+          <option value="">All Statuses</option>
+          {ALL_STATUSES.map((s) => (
+            <option key={s.value} value={s.value}>{s.label}</option>
+          ))}
+        </select>
+        <select
+          value={orderTypeFilter}
+          onChange={(e) => setOrderTypeFilter(e.target.value)}
+          className="px-3 py-2 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm bg-white"
+        >
+          <option value="">All Types</option>
+          {ALL_ORDER_TYPES.map((t) => (
+            <option key={t.value} value={t.value}>{t.label}</option>
+          ))}
+        </select>
+        <ColumnTogglePanel
+          allColumns={allColumns}
+          visibleKeys={visibleKeys}
+          onSetVisible={setVisible}
+          defaultKeys={defaultKeys}
+        />
+        {isCustomOrder && (
+          <button
+            type="button"
+            onClick={resetOrder}
+            className="text-xs text-gray-500 hover:text-gray-700 underline whitespace-nowrap"
+            title="Clear manual row order"
+          >
+            Reset order
+          </button>
+        )}
+      </FilterBar>
+
+      {/* Filter chips */}
+      {chips.length > 0 && (
+        <div className="mb-3">
+          <FilterChips chips={chips} onClearAll={clearAll} />
+        </div>
+      )}
+
+      {/* Table */}
+      <div className="bg-white rounded-xl border border-gray-200 overflow-hidden">
+        {isLoading ? (
+          <div className="py-16 text-center text-sm text-gray-400 animate-pulse">Loading projects…</div>
+        ) : (
+          <>
+            <div className="overflow-x-auto">
+              <table className="w-full">
+                <thead className="bg-gray-50 border-b border-gray-200">
+                  <tr>
+                    {/* Drag handle column */}
+                    <th className="w-8 px-2" />
+                    <th className="px-4 py-3 w-10">
+                      <input
+                        type="checkbox"
+                        checked={selection.isAllSelected(projectIds)}
+                        ref={(el) => {
+                          if (el) el.indeterminate = selection.isIndeterminate(projectIds);
+                        }}
+                        onChange={() => selection.toggleAll(projectIds)}
+                        className="rounded border-gray-300"
+                      />
+                    </th>
+                    {visibleColumns.map(renderHeader)}
+                    <th className="px-4 py-3 text-right text-xs font-medium text-gray-500 uppercase tracking-wider">
+                      Actions
+                    </th>
+                  </tr>
+                </thead>
+                <tbody className="divide-y divide-gray-100">
+                  {projects.map((project) => {
+                    const isSelected = selection.selectedIds.has(project.id);
+                    return (
+                      <DraggableTableRow
+                        key={project.id}
+                        id={project.id}
+                        dragRef={rowDragRef}
+                        onDrop={(draggedId) => reorder(draggedId, project.id)}
+                        className={`hover:bg-gray-50 transition-colors ${isSelected ? "bg-brand-50" : ""}`}
+                      >
+                        <td className="px-4 py-3">
+                          <input
+                            type="checkbox"
+                            checked={isSelected}
+                            onChange={() => selection.toggle(project.id)}
+                            className="rounded border-gray-300"
+                          />
+                        </td>
+                        {visibleColumns.map((col) => renderCell(col, project))}
+                        <td className="px-4 py-3">
+                          <div className="flex items-center justify-end gap-2">
+                            <button
+                              type="button"
+                              onClick={() => openEditModal(project as unknown as Project)}
+                              className="text-xs text-gray-600 hover:text-gray-900 hover:underline font-medium transition-colors"
+                            >
+                              Edit
+                            </button>
+                            <Link href={`/projects/${project.id}`} className="text-xs text-blue-600 hover:text-blue-800 hover:underline font-medium">
+                              View →
+                            </Link>
+                          </div>
+                        </td>
+                      </DraggableTableRow>
+                    );
+                  })}
+                </tbody>
+              </table>
+            </div>
+
+            {projects.length === 0 && (
+              <div className="text-center py-12 text-gray-500">
+                No projects found.{" "}
+                <button type="button" onClick={openNewModal} className="text-brand-600 hover:underline font-medium">
+                  Create your first project.
+                </button>
+              </div>
+            )}
+
+            <InfiniteScrollSentinel
+              onVisible={handleFetchNext}
+              isLoading={isFetchingNextPage}
+            />
+          </>
+        )}
+      </div>
+
+      {/* Batch Status Picker */}
+      {batchStatusPicker && (
+        <div className="fixed inset-0 bg-black/30 z-50 flex items-center justify-center p-4" onClick={() => setBatchStatusPicker(false)}>
+          <div className="bg-white rounded-xl shadow-2xl p-5 min-w-[220px]" onClick={(e) => e.stopPropagation()}>
+            <h3 className="text-sm font-semibold text-gray-900 mb-3">Set status for {selection.count} projects</h3>
+            <div className="flex flex-col gap-1">
+              {ALL_STATUSES.map((s) => (
+                <button
+                  key={s.value}
+                  type="button"
+                  onClick={() => {
+                    setConfirmBatchStatus({ ids: selection.selectedArray, status: s.value });
+                    setBatchStatusPicker(false);
+                  }}
+                  className="w-full text-left px-3 py-2 text-sm rounded-lg hover:bg-gray-50 transition-colors"
+                >
+                  <span className={clsx("inline-block px-2 py-0.5 text-xs rounded-full", STATUS_COLORS[s.value])}>
+                    {s.label}
+                  </span>
+                </button>
+              ))}
+            </div>
+          </div>
+        </div>
+      )}
+
+      {/* Confirm batch status change */}
+      {confirmBatchStatus && (
+        <ConfirmDialog
+          title="Update Project Status"
+          message={`Set ${confirmBatchStatus.ids.length} project${confirmBatchStatus.ids.length !== 1 ? "s" : ""} to "${confirmBatchStatus.status}"?`}
+          confirmLabel="Update"
+          onConfirm={() => {
+            if (confirmBatchStatus) {
+              batchUpdateStatus.mutate({ ids: confirmBatchStatus.ids, status: confirmBatchStatus.status as never });
+            }
+            setConfirmBatchStatus(null);
+          }}
+          onCancel={() => setConfirmBatchStatus(null)}
+        />
+      )}
+
+      {/* Batch Action Bar */}
+      <BatchActionBar
+        count={selection.count}
+        onClear={selection.clear}
+        actions={[
+          { label: "Set Status…", onClick: () => setBatchStatusPicker(true) },
+        ]}
+      />
+
+      {/* Modal */}
+      {modalOpen && <ProjectModal project={editingProject} onClose={closeModal} />}
+
+      {/* Wizard */}
+      <ProjectWizard open={wizardOpen} onClose={() => setWizardOpen(false)} />
+    </>
+  );
+}

apps/web/src/app/(app)/projects/[id]/page.tsx

@@ -0,0 +1,251 @@
+import { notFound } from "next/navigation";
+import { formatDate } from "~/lib/format.js";
+import Link from "next/link";
+import { createCaller } from "~/server/trpc.js";
+import { BudgetStatusCard } from "~/components/projects/BudgetStatusCard.js";
+import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
+
+interface ProjectDetailPageProps {
+  params: Promise<{ id: string }>;
+}
+
+const STATUS_COLORS: Record<string, string> = {
+  DRAFT: "bg-gray-100 text-gray-700",
+  ACTIVE: "bg-green-100 text-green-700",
+  ON_HOLD: "bg-yellow-100 text-yellow-700",
+  COMPLETED: "bg-blue-100 text-blue-700",
+  CANCELLED: "bg-red-100 text-red-700",
+};
+
+const ORDER_TYPE_COLORS: Record<string, string> = {
+  BD: "bg-purple-100 text-purple-700",
+  CHARGEABLE: "bg-green-100 text-green-700",
+  INTERNAL: "bg-blue-100 text-blue-700",
+  OVERHEAD: "bg-gray-100 text-gray-700",
+};
+
+const ALLOC_STATUS_COLORS: Record<string, string> = {
+  ACTIVE: "bg-green-100 text-green-700",
+  PROPOSED: "bg-yellow-100 text-yellow-700",
+  CONFIRMED: "bg-blue-100 text-blue-700",
+  CANCELLED: "bg-gray-100 text-gray-500",
+};
+
+export default async function ProjectDetailPage({ params }: ProjectDetailPageProps) {
+  const { id } = await params;
+  const trpc = await createCaller();
+
+  let project: Awaited<ReturnType<typeof trpc.project.getById>>;
+  try {
+    project = await trpc.project.getById({ id });
+  } catch {
+    notFound();
+  }
+
+  const activeAssignments = project.assignments.filter((assignment) => assignment.status !== "CANCELLED");
+  const activeDemands = project.demands.filter((demand) => demand.status !== "CANCELLED");
+  const requestedSeats = activeDemands.reduce((sum, demand) => sum + demand.requestedHeadcount, 0);
+  const unfilledSeats = activeDemands.reduce((sum, demand) => sum + demand.unfilledHeadcount, 0);
+
+  return (
+    <div className="p-6 max-w-5xl mx-auto space-y-6">
+      {/* Back link */}
+      <Link
+        href="/projects"
+        className="inline-flex items-center gap-1 text-sm text-gray-500 hover:text-gray-800 transition-colors"
+      >
+        <svg className="w-4 h-4" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+          <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M15 19l-7-7 7-7" />
+        </svg>
+        Back to Projects
+      </Link>
+
+      {/* Project header */}
+      <div className="bg-white rounded-xl border border-gray-200 p-6">
+        <div className="flex items-start justify-between gap-4 mb-4">
+          <div>
+            <div className="flex items-center gap-3 mb-1">
+              <span className="font-mono text-sm font-medium text-gray-500">{project.shortCode}</span>
+              <span className={`inline-block px-2 py-0.5 text-xs rounded-full ${STATUS_COLORS[project.status] ?? ""}`}>
+                {project.status}
+              </span>
+              <span className={`inline-block px-2 py-0.5 text-xs rounded-full ${ORDER_TYPE_COLORS[project.orderType] ?? ""}`}>
+                {project.orderType}
+              </span>
+            </div>
+            <h1 className="text-2xl font-bold text-gray-900">{project.name}</h1>
+          </div>
+          <div className="text-right text-sm text-gray-500 flex-shrink-0">
+            <div className="font-medium text-gray-800">
+              {formatDate(project.startDate)}
+              {" — "}
+              {formatDate(project.endDate)}
+            </div>
+            <div className="mt-0.5">Win probability: {project.winProbability}%</div>
+          </div>
+        </div>
+
+        <dl className="grid grid-cols-2 gap-x-8 gap-y-3 sm:grid-cols-4 mt-4 pt-4 border-t border-gray-100">
+          <div>
+            <dt className="text-xs text-gray-500">Chargecode</dt>
+            <dd className="mt-0.5 text-sm font-mono font-medium text-gray-900">{project.shortCode}</dd>
+          </div>
+          <div>
+            <dt className="text-xs text-gray-500">Order Type</dt>
+            <dd className="mt-0.5 text-sm text-gray-900">{project.orderType}</dd>
+          </div>
+          <div>
+            <dt className="text-xs text-gray-500">Allocation Type</dt>
+            <dd className="mt-0.5 text-sm text-gray-900">{project.allocationType}</dd>
+          </div>
+          <div>
+            <dt className="text-xs text-gray-500">Assignments</dt>
+            <dd className="mt-0.5 text-sm text-gray-900">{activeAssignments.length} active</dd>
+          </div>
+          <div>
+            <dt className="text-xs text-gray-500">Open Demands</dt>
+            <dd className="mt-0.5 text-sm text-gray-900">
+              {activeDemands.length} items · {unfilledSeats}/{requestedSeats} seats unfilled
+            </dd>
+          </div>
+          {project.responsiblePerson && (
+            <div className="sm:col-span-2">
+              <dt className="text-xs text-gray-500">Responsible Person</dt>
+              <dd className="mt-0.5 text-sm font-medium text-gray-900">{project.responsiblePerson}</dd>
+            </div>
+          )}
+        </dl>
+      </div>
+
+      {/* Budget status card (client component) */}
+      <BudgetStatusCard projectId={project.id} />
+
+      {/* Assignments table */}
+      <div className="bg-white rounded-xl border border-gray-200 overflow-hidden">
+        <div className="px-6 py-4 border-b border-gray-200">
+          <h2 className="text-sm font-semibold text-gray-700 uppercase tracking-wider">
+            Assignments ({project.assignments.length})
+          </h2>
+        </div>
+        <table className="w-full">
+          <thead className="bg-gray-50 border-b border-gray-200">
+            <tr>
+              <th className="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Resource</th>
+              <th className="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">
+                Role <InfoTooltip content="Role this allocation was created for." />
+              </th>
+              <th className="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">
+                Period <InfoTooltip content="Start and end date of the allocation." />
+              </th>
+              <th className="px-4 py-3 text-right text-xs font-medium text-gray-500 uppercase tracking-wider">
+                <span className="inline-flex items-center justify-end gap-0.5">
+                  Hours/Day <InfoTooltip content="Planned working hours per calendar day." />
+                </span>
+              </th>
+              <th className="px-4 py-3 text-right text-xs font-medium text-gray-500 uppercase tracking-wider">
+                <span className="inline-flex items-center justify-end gap-0.5">
+                  Daily Cost <InfoTooltip content="Resource LCR × hours per day." />
+                </span>
+              </th>
+              <th className="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">
+                Status <InfoTooltip content="PROPOSED = requested · CONFIRMED = approved · ACTIVE = ongoing · COMPLETED = finished · CANCELLED = removed." />
+              </th>
+            </tr>
+          </thead>
+          <tbody className="divide-y divide-gray-100">
+            {project.assignments.map((assignment) => (
+              <tr key={assignment.id} className="hover:bg-gray-50 transition-colors">
+                <td className="px-4 py-3 text-sm font-medium text-gray-900">
+                  {assignment.resource?.displayName ?? "—"}
+                  {assignment.resource?.eid && (
+                    <span className="ml-1.5 text-xs text-gray-400 font-mono">{assignment.resource.eid}</span>
+                  )}
+                </td>
+                <td className="px-4 py-3 text-sm text-gray-600">{assignment.role || "—"}</td>
+                <td className="px-4 py-3 text-xs text-gray-500">
+                  {formatDate(assignment.startDate)}
+                  {" → "}
+                  {formatDate(assignment.endDate)}
+                </td>
+                <td className="px-4 py-3 text-sm text-gray-900">{assignment.hoursPerDay}h</td>
+                <td className="px-4 py-3 text-sm text-gray-900">
+                  {(assignment.dailyCostCents / 100).toLocaleString("de-DE", { minimumFractionDigits: 0 })} €
+                </td>
+                <td className="px-4 py-3">
+                  <span
+                    className={`inline-block px-2 py-0.5 text-xs rounded-full ${ALLOC_STATUS_COLORS[assignment.status] ?? "bg-gray-100 text-gray-600"}`}
+                  >
+                    {assignment.status}
+                  </span>
+                </td>
+              </tr>
+            ))}
+          </tbody>
+        </table>
+        {project.assignments.length === 0 && (
+          <div className="text-center py-12 text-gray-500 text-sm">No assignments for this project.</div>
+        )}
+      </div>
+
+      {/* Open demands table */}
+      <div className="bg-white rounded-xl border border-gray-200 overflow-hidden">
+        <div className="px-6 py-4 border-b border-gray-200">
+          <h2 className="text-sm font-semibold text-gray-700 uppercase tracking-wider">
+            Open Demands ({project.demands.length})
+          </h2>
+        </div>
+        <table className="w-full">
+          <thead className="bg-gray-50 border-b border-gray-200">
+            <tr>
+              <th className="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">
+                Role
+              </th>
+              <th className="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">
+                Period
+              </th>
+              <th className="px-4 py-3 text-right text-xs font-medium text-gray-500 uppercase tracking-wider">
+                Requested
+              </th>
+              <th className="px-4 py-3 text-right text-xs font-medium text-gray-500 uppercase tracking-wider">
+                Unfilled
+              </th>
+              <th className="px-4 py-3 text-right text-xs font-medium text-gray-500 uppercase tracking-wider">
+                Hours/Day
+              </th>
+              <th className="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">
+                Status
+              </th>
+            </tr>
+          </thead>
+          <tbody className="divide-y divide-gray-100">
+            {project.demands.map((demand) => (
+              <tr key={demand.id} className="hover:bg-gray-50 transition-colors">
+                <td className="px-4 py-3 text-sm text-gray-900">
+                  {demand.roleEntity?.name ?? demand.role ?? "Unassigned"}
+                </td>
+                <td className="px-4 py-3 text-xs text-gray-500">
+                  {formatDate(demand.startDate)}
+                  {" → "}
+                  {formatDate(demand.endDate)}
+                </td>
+                <td className="px-4 py-3 text-sm text-right text-gray-900">{demand.requestedHeadcount}</td>
+                <td className="px-4 py-3 text-sm text-right text-gray-900">{demand.unfilledHeadcount}</td>
+                <td className="px-4 py-3 text-sm text-right text-gray-900">{demand.hoursPerDay}h</td>
+                <td className="px-4 py-3">
+                  <span
+                    className={`inline-block px-2 py-0.5 text-xs rounded-full ${ALLOC_STATUS_COLORS[demand.status] ?? "bg-gray-100 text-gray-600"}`}
+                  >
+                    {demand.status}
+                  </span>
+                </td>
+              </tr>
+            ))}
+          </tbody>
+        </table>
+        {project.demands.length === 0 && (
+          <div className="text-center py-12 text-gray-500 text-sm">No open demands for this project.</div>
+        )}
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(app)/projects/loading.tsx

@@ -0,0 +1,51 @@
+export default function ProjectsLoading() {
+  return (
+    <div className="flex flex-col h-full gap-4 animate-pulse">
+      {/* Header */}
+      <div className="flex items-center justify-between">
+        <div className="h-7 w-28 bg-gray-200 dark:bg-gray-700 rounded" />
+        <div className="h-9 w-28 bg-gray-200 dark:bg-gray-700 rounded-lg" />
+      </div>
+
+      {/* Filter bar */}
+      <div className="flex gap-2">
+        <div className="h-9 flex-1 bg-gray-100 dark:bg-gray-800 rounded-lg" />
+        <div className="h-9 w-36 bg-gray-100 dark:bg-gray-800 rounded-lg" />
+        <div className="h-9 w-32 bg-gray-100 dark:bg-gray-800 rounded-lg" />
+      </div>
+
+      {/* Table */}
+      <div className="flex-1 border border-gray-200 dark:border-gray-700 rounded-xl overflow-hidden">
+        {/* Header */}
+        <div className="flex gap-3 px-4 py-3 bg-gray-50 dark:bg-gray-800 border-b border-gray-200 dark:border-gray-700">
+          <div className="h-3 w-4 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-16 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 flex-1 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-16 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-16 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-24 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-20 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-20 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-12 bg-gray-300 dark:bg-gray-600 rounded" />
+        </div>
+        {/* Rows */}
+        {[...Array(10)].map((_, i) => (
+          <div key={i} className="flex items-center gap-3 px-4 py-3 border-b border-gray-100 dark:border-gray-800">
+            <div className="h-4 w-4 bg-gray-100 dark:bg-gray-700 rounded" />
+            <div className="h-3 w-16 bg-gray-200 dark:bg-gray-700 rounded font-mono" />
+            <div className="h-3 flex-1 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-5 w-20 bg-gray-100 dark:bg-gray-800 rounded-full" />
+            <div className="h-5 w-16 bg-gray-100 dark:bg-gray-800 rounded-full" />
+            <div className="flex flex-col gap-1 w-24">
+              <div className="h-2 w-full bg-gray-200 dark:bg-gray-700 rounded-full" />
+              <div className="h-2 w-10 bg-gray-100 dark:bg-gray-800 rounded" />
+            </div>
+            <div className="h-3 w-20 bg-gray-100 dark:bg-gray-800 rounded" />
+            <div className="h-3 w-20 bg-gray-100 dark:bg-gray-800 rounded" />
+            <div className="h-3 w-8 bg-gray-100 dark:bg-gray-800 rounded" />
+          </div>
+        ))}
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(app)/projects/page.tsx

@@ -0,0 +1,9 @@
+import { ProjectsClient } from "./ProjectsClient.js";
+
+export default function ProjectsPage() {
+  return (
+    <div className="p-6">
+      <ProjectsClient />
+    </div>
+  );
+}

apps/web/src/app/(app)/reports/chargeability/page.tsx

@@ -0,0 +1,5 @@
+import { ChargeabilityReportClient } from "~/components/reports/ChargeabilityReportClient.js";
+
+export default function ChargeabilityReportPage() {
+  return <ChargeabilityReportClient />;
+}

apps/web/src/app/(app)/resources/ResourcesClient.tsx

@@ -0,0 +1,530 @@
+"use client";
+
+import { useState, useEffect, useCallback, useMemo, useRef } from "react";
+import Link from "next/link";
+import type { Resource, SkillEntry } from "@planarchy/shared";
+import { RESOURCE_COLUMNS } from "@planarchy/shared";
+import { BlueprintTarget } from "@planarchy/shared";
+import { trpc } from "~/lib/trpc/client.js";
+import { ResourceModal } from "~/components/resources/ResourceModal.js";
+import { ImportModal } from "~/components/resources/ImportModal.js";
+import { BulkEditModal } from "~/components/resources/BulkEditModal.js";
+import { useSelection } from "~/hooks/useSelection.js";
+import { BatchActionBar } from "~/components/ui/BatchActionBar.js";
+import { ConfirmDialog } from "~/components/ui/ConfirmDialog.js";
+import { FilterBar } from "~/components/ui/FilterBar.js";
+import { FilterChips } from "~/components/ui/FilterChips.js";
+import { CustomFieldFilterBar } from "~/components/ui/CustomFieldFilterBar.js";
+import { useFilters } from "~/hooks/useFilters.js";
+import { SortableColumnHeader } from "~/components/ui/SortableColumnHeader.js";
+import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
+import { ColumnTogglePanel } from "~/components/ui/ColumnTogglePanel.js";
+import { InfiniteScrollSentinel } from "~/components/ui/InfiniteScrollSentinel.js";
+import { useTableSort } from "~/hooks/useTableSort.js";
+import { usePermissions } from "~/hooks/usePermissions.js";
+import { useColumnConfig } from "~/hooks/useColumnConfig.js";
+import { useViewPrefs } from "~/hooks/useViewPrefs.js";
+import { useRowOrder } from "~/hooks/useRowOrder.js";
+import { DraggableTableRow } from "~/components/ui/DraggableTableRow.js";
+
+type ModalState =
+  | { type: "closed" }
+  | { type: "create" }
+  | { type: "edit"; resource: Resource }
+  | { type: "import" }
+  | { type: "bulkEdit" };
+
+type ConfirmState =
+  | { type: "closed" }
+  | { type: "batchDeactivate"; ids: string[] }
+  | { type: "deactivate"; resource: Resource };
+
+type ActiveFilter = "active" | "inactive" | "all";
+type ResourceListPage = {
+  resources: Resource[];
+  total: number;
+  nextCursor?: string | null;
+};
+
+export function ResourcesClient() {
+  const [search, setSearch] = useState("");
+  const [chapterFilter, setChapterFilter] = useState("");
+  const [isActiveFilter, setIsActiveFilter] = useState<ActiveFilter>("active");
+  const [modal, setModal] = useState<ModalState>({ type: "closed" });
+  const [confirm, setConfirm] = useState<ConfirmState>({ type: "closed" });
+
+  const selection = useSelection();
+  const utils = trpc.useUtils();
+  const { canViewScores, canViewCosts } = usePermissions();
+  const { customFieldFilters, setCustomFieldFilter, clearFilters: clearCustomFilters } = useFilters();
+
+  // ─── Custom field columns from global blueprints ──────────────────────────
+  const { data: globalFieldDefs } = trpc.blueprint.getGlobalFieldDefs.useQuery(
+    { target: BlueprintTarget.RESOURCE },
+    { staleTime: 300_000 },
+  );
+  const customColumns = useMemo(
+    () =>
+      (globalFieldDefs ?? [])
+        .filter((f) => f.showInList)
+        .map((f) => ({
+          key: `custom_${f.key}`,
+          label: f.label,
+          defaultVisible: false,
+          hideable: true,
+          isCustom: true,
+          fieldType: f.type as string,
+        })),
+    [globalFieldDefs],
+  );
+
+  const filterableFields = useMemo(
+    () => (globalFieldDefs ?? []).filter((f) => f.isFilterable),
+    [globalFieldDefs],
+  );
+
+  // ─── Column visibility ────────────────────────────────────────────────────
+  const { allColumns, visibleColumns, visibleKeys, setVisible } = useColumnConfig(
+    "resources",
+    RESOURCE_COLUMNS,
+    customColumns,
+  );
+  const defaultKeys = useMemo(
+    () => RESOURCE_COLUMNS.filter((c) => c.defaultVisible).map((c) => c.key),
+    [],
+  );
+
+  // ─── Infinite query (cursor-based) ────────────────────────────────────────
+  const {
+    data,
+    isLoading,
+    isFetchingNextPage,
+    fetchNextPage,
+    hasNextPage,
+  // Keep this boundary shallow; the full TRPC inference here trips TS depth limits.
+  } = (trpc.resource.list.useInfiniteQuery as any)(
+    {
+      isActive: isActiveFilter === "all" ? undefined : isActiveFilter === "active",
+      search: search || undefined,
+      chapter: chapterFilter || undefined,
+      includeRoles: true,
+      limit: 50,
+      ...(customFieldFilters.length > 0 ? { customFieldFilters } : {}),
+    },
+    {
+      getNextPageParam: (lastPage: ResourceListPage) => lastPage.nextCursor ?? undefined,
+      initialCursor: undefined,
+      placeholderData: (prev: { pages: ResourceListPage[] } | undefined) => prev,
+      staleTime: 20_000,
+    },
+  ) as {
+    data:
+      | {
+          pages: ResourceListPage[];
+        }
+      | undefined;
+    isLoading: boolean;
+    isFetchingNextPage: boolean;
+    fetchNextPage: () => Promise<unknown>;
+    hasNextPage: boolean | undefined;
+  };
+
+  const resources = useMemo(
+    () => (data?.pages.flatMap((p) => p.resources) ?? []) as unknown as Resource[],
+    [data],
+  );
+  const total = data?.pages[0]?.total ?? 0;
+
+  // ─── Sort + row order (per-user persistence) ──────────────────────────────
+  const viewPrefs = useViewPrefs("resources");
+  const { sorted, sortField, sortDir, toggle, reset } = useTableSort<Resource>(resources, {
+    initialField: viewPrefs.savedSort?.field ?? null,
+    initialDir: viewPrefs.savedSort?.dir ?? null,
+    onSortChange: (field, dir) => {
+      viewPrefs.setSavedSort(field && dir ? { field, dir } : null);
+    },
+  });
+  const { orderedRows: displayedResources, reorder, isCustomOrder, resetOrder } = useRowOrder(
+    sorted,
+    viewPrefs,
+    sortField,
+    reset,
+  );
+  const rowDragRef = useRef<string | null>(null);
+  const resourceIds: string[] = displayedResources.map((r) => r.id);
+
+  // Performance note: cursor-based infinite scroll (50 rows/page) keeps DOM nodes bounded.
+  // True virtualizer is not needed for typical resource counts (<500).
+
+  // ─── Chargeability stats ──────────────────────────────────────────────────
+  const { data: chargeabilityData } = trpc.resource.getChargeabilityStats.useQuery(
+    {},
+    { enabled: canViewCosts, placeholderData: (prev) => prev, staleTime: 60_000 },
+  );
+  const chargeabilityMap = useMemo(
+    () => new Map((chargeabilityData ?? []).map((s) => [s.id, s])),
+    [chargeabilityData],
+  );
+
+  // ─── Chapters filter ──────────────────────────────────────────────────────
+  const { data: chapterData } = trpc.resource.chapters.useQuery(
+    undefined,
+    { placeholderData: (prev) => prev, staleTime: 60_000 },
+  );
+  const chapters = chapterData ?? [];
+
+  // ─── Mutations ────────────────────────────────────────────────────────────
+  const deactivateMutation = trpc.resource.deactivate.useMutation({
+    onSuccess: async () => { await utils.resource.list.invalidate(); },
+  });
+  const batchDeactivateMutation = trpc.resource.batchDeactivate.useMutation({
+    onSuccess: async () => {
+      await utils.resource.list.invalidate();
+      selection.clear();
+    },
+  });
+
+  useEffect(() => {
+    selection.clear();
+  // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [search, chapterFilter, isActiveFilter]);
+
+  function closeModal() { setModal({ type: "closed" }); }
+
+  function handleConfirm() {
+    if (confirm.type === "deactivate") {
+      deactivateMutation.mutate({ id: confirm.resource.id });
+    } else if (confirm.type === "batchDeactivate") {
+      batchDeactivateMutation.mutate({ ids: confirm.ids });
+    }
+    setConfirm({ type: "closed" });
+  }
+
+  function clearAll() {
+    setSearch("");
+    setChapterFilter("");
+    setIsActiveFilter("active");
+    clearCustomFilters();
+  }
+
+  const handleFetchNext = useCallback(() => {
+    if (hasNextPage && !isFetchingNextPage) void fetchNextPage();
+  }, [hasNextPage, isFetchingNextPage, fetchNextPage]);
+
+  const chips = [
+    ...(search ? [{ label: `Search: "${search}"`, onRemove: () => setSearch("") }] : []),
+    ...(chapterFilter ? [{ label: `Chapter: ${chapterFilter}`, onRemove: () => setChapterFilter("") }] : []),
+    ...(isActiveFilter !== "active" ? [{ label: isActiveFilter === "all" ? "Showing all" : "Inactive only", onRemove: () => setIsActiveFilter("active") }] : []),
+    ...customFieldFilters.map((f) => ({
+      label: `${f.key}: ${f.value}`,
+      onRemove: () => setCustomFieldFilter(f.key, "", f.type),
+    })),
+  ];
+
+  return (
+    <div className="p-6 pb-24">
+      {/* Page header */}
+      <div className="mb-6 flex items-center justify-between">
+        <div>
+          <h1 className="text-2xl font-bold text-gray-900">Resources</h1>
+          {!isLoading && (
+            <p className="text-gray-500 text-sm mt-1">{total} resource{total !== 1 ? "s" : ""}</p>
+          )}
+        </div>
+        <div className="flex items-center gap-2">
+          <button
+            type="button"
+            onClick={() => setModal({ type: "import" })}
+            className="flex items-center gap-2 px-4 py-2 bg-white border border-gray-300 text-gray-700 rounded-lg hover:bg-gray-50 text-sm font-medium transition-colors"
+          >
+            <svg className="w-4 h-4" fill="none" viewBox="0 0 24 24" stroke="currentColor" strokeWidth={2}><path strokeLinecap="round" strokeLinejoin="round" d="M4 16v1a3 3 0 003 3h10a3 3 0 003-3v-1m-4-8l-4-4m0 0L8 8m4-4v12" /></svg>
+            Import
+          </button>
+          <button
+            type="button"
+            onClick={() => setModal({ type: "create" })}
+            className="flex items-center gap-2 px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium transition-colors"
+          >
+            <svg className="w-4 h-4" fill="none" viewBox="0 0 24 24" stroke="currentColor" strokeWidth={2}><path strokeLinecap="round" strokeLinejoin="round" d="M12 4v16m8-8H4" /></svg>
+            New Resource
+          </button>
+        </div>
+      </div>
+
+      {/* Filters + Column toggle */}
+      <FilterBar>
+        <input
+          type="search"
+          placeholder="Search by name, EID, email..."
+          value={search}
+          onChange={(e) => setSearch(e.target.value)}
+          className="w-full max-w-xs px-3 py-2 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm"
+        />
+        {chapters.length > 0 && (
+          <select
+            value={chapterFilter}
+            onChange={(e) => setChapterFilter(e.target.value)}
+            className="px-3 py-2 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm bg-white"
+          >
+            <option value="">All Chapters</option>
+            {chapters.map((c) => <option key={c} value={c}>{c}</option>)}
+          </select>
+        )}
+        <select
+          value={isActiveFilter}
+          onChange={(e) => setIsActiveFilter(e.target.value as ActiveFilter)}
+          className="px-3 py-2 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm bg-white"
+        >
+          <option value="active">Active only</option>
+          <option value="inactive">Inactive only</option>
+          <option value="all">All resources</option>
+        </select>
+        <ColumnTogglePanel
+          allColumns={allColumns}
+          visibleKeys={visibleKeys}
+          onSetVisible={setVisible}
+          defaultKeys={defaultKeys}
+        />
+        {isCustomOrder && (
+          <button
+            type="button"
+            onClick={resetOrder}
+            className="text-xs text-gray-500 hover:text-gray-700 underline whitespace-nowrap"
+            title="Clear manual row order"
+          >
+            Reset order
+          </button>
+        )}
+      </FilterBar>
+
+      {filterableFields.length > 0 && (
+        <div className="mb-2">
+          <CustomFieldFilterBar
+            filterableFields={filterableFields}
+            activeFilters={customFieldFilters}
+            onSetFilter={setCustomFieldFilter}
+          />
+        </div>
+      )}
+
+      {chips.length > 0 && (
+        <div className="mb-3">
+          <FilterChips chips={chips} onClearAll={clearAll} />
+        </div>
+      )}
+
+      {/* Table */}
+      <div className="bg-white rounded-xl border border-gray-200 overflow-hidden">
+        {isLoading && resources.length === 0 ? (
+          <div className="p-12 text-center text-gray-400 text-sm animate-pulse">Loading resources…</div>
+        ) : (
+          <>
+            <table className="w-full">
+              <thead className="bg-gray-50 border-b border-gray-200">
+                <tr>
+                  {/* Drag handle column */}
+                  <th className="w-8 px-2" />
+                  <th className="px-4 py-3 w-10">
+                    <input
+                      type="checkbox"
+                      checked={selection.isAllSelected(resourceIds)}
+                      ref={(el) => { if (el) el.indeterminate = selection.isIndeterminate(resourceIds); }}
+                      onChange={() => selection.toggleAll(resourceIds)}
+                      className="rounded border-gray-300"
+                    />
+                  </th>
+                  {visibleColumns.map((col) => {
+                    if (col.isCustom) {
+                      return (
+                        <th key={col.key} className="px-3 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">
+                          {col.label}
+                        </th>
+                      );
+                    }
+                    switch (col.key) {
+                      case "eid":
+                        return <SortableColumnHeader key={col.key} label="EID" field="eid" sortField={sortField} sortDir={sortDir} onSort={toggle} tooltip="Unique employee identifier used across all Planarchy records." />;
+                      case "displayName":
+                        return <SortableColumnHeader key={col.key} label="Name / Email" field="displayName" sortField={sortField} sortDir={sortDir} onSort={toggle} />;
+                      case "chapter":
+                        return <SortableColumnHeader key={col.key} label="Chapter" field="chapter" sortField={sortField} sortDir={sortDir} onSort={toggle} />;
+                      case "lcr":
+                        return <SortableColumnHeader key={col.key} label="LCR (€/h)" field="lcrCents" sortField={sortField} sortDir={sortDir} onSort={toggle} tooltip="Labour Cost Rate — the resource's hourly cost in EUR. Used to calculate project budgets (LCR × hours/day × working days)." />;
+                      case "chargeability":
+                        return <SortableColumnHeader key={col.key} label="Chargeability (actual)" field="chargeabilityTarget" sortField={sortField} sortDir={sortDir} onSort={toggle} tooltip="Actual = CONFIRMED+ACTIVE allocations on non-DRAFT projects ÷ available working hours this month × 100. Expected (in parentheses) includes DRAFT projects. Target is the management-set goal." tooltipWidth="w-80" />;
+                      case "valueScore":
+                        return canViewScores
+                          ? <SortableColumnHeader key={col.key} label="Score" field="valueScore" sortField={sortField} sortDir={sortDir} onSort={toggle} tooltip="Composite price/quality score 0–100. Weights: Skill Depth 30% · Cost Efficiency 25% · Skill Breadth 15% · Chargeability 15% · Experience 15%. Recompute in Admin → Settings." tooltipWidth="w-72" />
+                          : null;
+                      case "roles":
+                        return <th key={col.key} className="px-3 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Roles <InfoTooltip content="Primary role (★) and additional roles assigned to this resource. Used for open demand and staffing suggestions." /></th>;
+                      case "isActive":
+                        return <th key={col.key} className="px-3 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Skills <InfoTooltip content="Skills from the resource's skill matrix. Shows first 3; hover the +N badge for more." /></th>;
+                      default:
+                        return <th key={col.key} className="px-3 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">{col.label}</th>;
+                    }
+                  })}
+                  <th className="px-3 py-3 text-right text-xs font-medium text-gray-500 uppercase tracking-wider">Actions</th>
+                </tr>
+              </thead>
+              <tbody className="divide-y divide-gray-100">
+                {displayedResources.map((resource) => {
+                  const skills = resource.skills as unknown as SkillEntry[];
+                  const isSelected = selection.selectedIds.has(resource.id);
+                  const isDeactivating =
+                    deactivateMutation.isPending &&
+                    (deactivateMutation.variables as { id: string } | undefined)?.id === resource.id;
+                  const dynFields = (resource as unknown as { dynamicFields?: Record<string, unknown> }).dynamicFields ?? {};
+
+                  return (
+                    <DraggableTableRow
+                      key={resource.id}
+                      id={resource.id}
+                      dragRef={rowDragRef}
+                      onDrop={(draggedId) => reorder(draggedId, resource.id)}
+                      className={`hover:bg-gray-50 transition-colors ${isSelected ? "bg-brand-50" : ""}`}
+                    >
+                      <td className="px-4 py-3">
+                        <input type="checkbox" checked={isSelected} onChange={() => selection.toggle(resource.id)} className="rounded border-gray-300" />
+                      </td>
+                      {visibleColumns.map((col) => {
+                        if (col.isCustom) {
+                          const fieldKey = col.key.replace(/^custom_/, "");
+                          const val = dynFields[fieldKey];
+                          return <td key={col.key} className="px-3 py-3 text-sm text-gray-700">{val != null ? String(val) : "—"}</td>;
+                        }
+                        switch (col.key) {
+                          case "eid":
+                            return <td key={col.key} className="px-4 py-3 text-sm font-mono text-gray-600">{resource.eid}</td>;
+                          case "displayName":
+                            return (
+                              <td key={col.key} className="px-4 py-3">
+                                <Link href={`/resources/${resource.id}`} className="text-sm font-medium text-gray-900 hover:text-brand-600 hover:underline transition-colors">{resource.displayName}</Link>
+                                <div className="text-xs text-gray-500">{resource.email}</div>
+                              </td>
+                            );
+                          case "chapter":
+                            return <td key={col.key} className="px-4 py-3 text-sm text-gray-600">{resource.chapter ?? "—"}</td>;
+                          case "lcr":
+                            return <td key={col.key} className="px-4 py-3 text-sm text-gray-900">{(resource.lcrCents / 100).toFixed(0)} {resource.currency}</td>;
+                          case "chargeability": {
+                            if (!canViewCosts) return <td key={col.key} className="px-4 py-3 text-sm text-gray-500">{resource.chargeabilityTarget}%</td>;
+                            const stats = chargeabilityMap.get(resource.id);
+                            const actual = stats?.actualChargeability;
+                            const expected = stats?.expectedChargeability;
+                            const target = resource.chargeabilityTarget;
+                            const color = actual == null ? "text-gray-400" : actual >= target ? "text-green-700" : actual >= target - 20 ? "text-amber-600" : "text-red-600";
+                            return (
+                              <td key={col.key} className="px-4 py-3 text-sm">
+                                <div>
+                                  <span className={`font-medium ${color}`}>{actual != null ? `${actual}%` : "—"}</span>
+                                  {expected != null && expected !== actual && <span className="text-xs text-gray-400 ml-1">({expected}% exp.)</span>}
+                                  <div className="text-xs text-gray-400">Target: {target}%</div>
+                                </div>
+                              </td>
+                            );
+                          }
+                          case "valueScore": {
+                            if (!canViewScores) return null;
+                            const score = (resource as unknown as { valueScore?: number | null }).valueScore;
+                            return (
+                              <td key={col.key} className="px-4 py-3 text-sm">
+                                {score != null ? (
+                                  <span className={`inline-block px-2 py-0.5 rounded-full text-xs font-semibold ${score >= 70 ? "bg-green-100 text-green-700" : score >= 40 ? "bg-amber-100 text-amber-700" : "bg-red-100 text-red-700"}`}>{score}</span>
+                                ) : (
+                                  <span className="text-gray-400 text-xs">—</span>
+                                )}
+                              </td>
+                            );
+                          }
+                          case "roles": {
+                            const rr = ((resource as unknown as { resourceRoles?: { isPrimary: boolean; role: { id: string; name: string; color: string | null } }[] }).resourceRoles ?? []);
+                            return (
+                              <td key={col.key} className="px-4 py-3">
+                                <div className="flex flex-wrap gap-1">
+                                  {rr.map((r) => (
+                                    <span key={r.role.id} className="inline-flex items-center gap-1 px-2 py-0.5 text-xs rounded-full font-medium" style={{ backgroundColor: `${r.role.color ?? "#6366f1"}22`, color: r.role.color ?? "#6366f1" }}>
+                                      {r.isPrimary && <span className="text-[10px]">★</span>}
+                                      {r.role.name}
+                                    </span>
+                                  ))}
+                                  {rr.length === 0 && <span className="text-xs text-gray-400">—</span>}
+                                </div>
+                              </td>
+                            );
+                          }
+                          case "isActive":
+                            return (
+                              <td key={col.key} className="px-4 py-3">
+                                <div className="flex flex-wrap gap-1">
+                                  {skills.slice(0, 3).map((s) => (
+                                    <span key={s.skill} className="inline-block px-2 py-0.5 text-xs bg-brand-50 text-brand-700 rounded-full">{s.skill}</span>
+                                  ))}
+                                  {skills.length > 3 && <span className="text-xs text-gray-400">+{skills.length - 3}</span>}
+                                </div>
+                              </td>
+                            );
+                          default:
+                            return <td key={col.key} className="px-4 py-3 text-sm text-gray-600">—</td>;
+                        }
+                      })}
+                      <td className="px-4 py-3 text-right whitespace-nowrap">
+                        <button type="button" onClick={() => setModal({ type: "edit", resource: resource as unknown as Resource })} className="text-xs font-medium text-brand-600 hover:text-brand-800 transition-colors mr-3">Edit</button>
+                        <button type="button" onClick={() => setConfirm({ type: "deactivate", resource: resource as unknown as Resource })} disabled={isDeactivating} className="text-xs font-medium text-red-600 hover:text-red-800 transition-colors disabled:opacity-50">{isDeactivating ? "Deactivating…" : "Deactivate"}</button>
+                      </td>
+                    </DraggableTableRow>
+                  );
+                })}
+              </tbody>
+            </table>
+
+            {displayedResources.length === 0 && !isLoading && (
+              <div className="text-center py-12 text-gray-500 text-sm">No resources found.</div>
+            )}
+
+            {/* Infinite scroll trigger */}
+            <InfiniteScrollSentinel onVisible={handleFetchNext} isLoading={isFetchingNextPage} />
+          </>
+        )}
+      </div>
+
+      <BatchActionBar
+        count={selection.count}
+        onClear={selection.clear}
+        actions={[
+          ...(filterableFields.length > 0 ? [{
+            label: "Edit Custom Fields",
+            variant: "default" as const,
+            onClick: () => setModal({ type: "bulkEdit" }),
+            disabled: false,
+          }] : []),
+          {
+            label: `Deactivate ${selection.count > 0 ? `(${selection.count})` : ""}`,
+            variant: "danger" as const,
+            onClick: () => setConfirm({ type: "batchDeactivate", ids: selection.selectedArray }),
+            disabled: batchDeactivateMutation.isPending,
+          },
+        ]}
+      />
+
+      {modal.type === "create" && <ResourceModal mode="create" onClose={closeModal} />}
+      {modal.type === "edit" && <ResourceModal mode="edit" resource={modal.resource} onClose={closeModal} />}
+      {modal.type === "import" && <ImportModal onClose={closeModal} />}
+      {modal.type === "bulkEdit" && (
+        <BulkEditModal
+          selectedIds={selection.selectedArray}
+          fieldDefs={filterableFields}
+          onClose={closeModal}
+          onSuccess={selection.clear}
+        />
+      )}
+
+      {confirm.type === "deactivate" && (
+        <ConfirmDialog title="Deactivate Resource" message={`Deactivate "${confirm.resource.displayName}" (${confirm.resource.eid})? This will remove them from the active resource list.`} confirmLabel="Deactivate" variant="danger" onConfirm={handleConfirm} onCancel={() => setConfirm({ type: "closed" })} />
+      )}
+      {confirm.type === "batchDeactivate" && (
+        <ConfirmDialog title="Deactivate Resources" message={`Deactivate ${confirm.ids.length} selected resource${confirm.ids.length !== 1 ? "s" : ""}?`} confirmLabel="Deactivate All" variant="danger" onConfirm={handleConfirm} onCancel={() => setConfirm({ type: "closed" })} />
+      )}
+    </div>
+  );
+}

apps/web/src/app/(app)/resources/[id]/page.tsx

@@ -0,0 +1,25 @@
+import type { Metadata } from "next";
+import { createCaller } from "~/server/trpc.js";
+import { ResourceDetail } from "~/components/resources/ResourceDetail.js";
+
+export async function generateMetadata(
+  { params }: { params: Promise<{ id: string }> },
+): Promise<Metadata> {
+  const { id } = await params;
+  try {
+    const trpc = await createCaller();
+    const resource = await trpc.resource.getById({ id });
+    return { title: `${resource.displayName} — Resources | Planarchy` };
+  } catch {
+    return { title: "Resource — Planarchy" };
+  }
+}
+
+export default async function ResourceDetailPage({
+  params,
+}: {
+  params: Promise<{ id: string }>;
+}) {
+  const { id } = await params;
+  return <ResourceDetail resourceId={id} />;
+}

apps/web/src/app/(app)/resources/loading.tsx

@@ -0,0 +1,52 @@
+export default function ResourcesLoading() {
+  return (
+    <div className="flex flex-col h-full gap-4 animate-pulse">
+      {/* Page header */}
+      <div className="flex items-center justify-between">
+        <div className="h-7 w-32 bg-gray-200 dark:bg-gray-700 rounded" />
+        <div className="h-9 w-28 bg-gray-200 dark:bg-gray-700 rounded-lg" />
+      </div>
+
+      {/* Filter bar */}
+      <div className="flex gap-2">
+        <div className="h-9 flex-1 bg-gray-100 dark:bg-gray-800 rounded-lg" />
+        <div className="h-9 w-36 bg-gray-100 dark:bg-gray-800 rounded-lg" />
+        <div className="h-9 w-36 bg-gray-100 dark:bg-gray-800 rounded-lg" />
+        <div className="h-9 w-28 bg-gray-100 dark:bg-gray-800 rounded-lg" />
+      </div>
+
+      {/* Table */}
+      <div className="flex-1 border border-gray-200 dark:border-gray-700 rounded-xl overflow-hidden">
+        {/* Header */}
+        <div className="flex gap-3 px-4 py-3 bg-gray-50 dark:bg-gray-800 border-b border-gray-200 dark:border-gray-700">
+          <div className="h-3 w-4 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-10 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-28 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-20 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-16 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-24 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-14 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 flex-1 bg-gray-300 dark:bg-gray-600 rounded" />
+          <div className="h-3 w-20 bg-gray-300 dark:bg-gray-600 rounded" />
+        </div>
+        {/* Rows */}
+        {[...Array(10)].map((_, i) => (
+          <div key={i} className="flex items-center gap-3 px-4 py-3 border-b border-gray-100 dark:border-gray-800">
+            <div className="h-4 w-4 bg-gray-100 dark:bg-gray-700 rounded" />
+            <div className="h-3 w-10 bg-gray-200 dark:bg-gray-700 rounded font-mono" />
+            <div className="h-3 w-32 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-3 w-20 bg-gray-100 dark:bg-gray-800 rounded" />
+            <div className="h-3 w-14 bg-gray-100 dark:bg-gray-800 rounded" />
+            <div className="h-5 w-20 bg-gray-100 dark:bg-gray-800 rounded-full" />
+            <div className="h-5 w-12 bg-gray-100 dark:bg-gray-800 rounded-full" />
+            <div className="flex gap-1 flex-1">
+              <div className="h-5 w-16 bg-gray-100 dark:bg-gray-800 rounded-full" />
+              <div className="h-5 w-16 bg-gray-100 dark:bg-gray-800 rounded-full" />
+            </div>
+            <div className="h-3 w-16 bg-gray-100 dark:bg-gray-800 rounded" />
+          </div>
+        ))}
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(app)/resources/page.tsx

@@ -0,0 +1,10 @@
+import { Suspense } from "react";
+import { ResourcesClient } from "./ResourcesClient.js";
+
+export default function ResourcesPage() {
+  return (
+    <Suspense>
+      <ResourcesClient />
+    </Suspense>
+  );
+}

apps/web/src/app/(app)/roles/page.tsx

@@ -0,0 +1,5 @@
+import { RolesClient } from "~/components/roles/RolesClient.js";
+
+export default function RolesPage() {
+  return <RolesClient />;
+}

apps/web/src/app/(app)/staffing/page.tsx

@@ -0,0 +1,13 @@
+import { StaffingPanel } from "~/components/staffing/StaffingPanel.js";
+
+export default function StaffingPage() {
+  return (
+    <div className="p-6">
+      <div className="mb-6">
+        <h1 className="text-2xl font-bold text-gray-900">Staffing Suggestions</h1>
+        <p className="text-gray-500 text-sm mt-1">Find the best resource match for your project needs</p>
+      </div>
+      <StaffingPanel />
+    </div>
+  );
+}

apps/web/src/app/(app)/timeline/loading.tsx

@@ -0,0 +1,53 @@
+export default function TimelineLoading() {
+  return (
+    <div className="flex flex-col h-full gap-0 animate-pulse">
+      {/* Toolbar */}
+      <div className="flex items-center gap-2 px-4 py-3 border-b border-gray-200 dark:border-gray-700">
+        <div className="h-8 w-24 bg-gray-200 dark:bg-gray-700 rounded-lg" />
+        <div className="h-8 w-24 bg-gray-200 dark:bg-gray-700 rounded-lg" />
+        <div className="flex-1" />
+        <div className="h-8 w-8 bg-gray-100 dark:bg-gray-800 rounded-lg" />
+        <div className="h-8 w-8 bg-gray-100 dark:bg-gray-800 rounded-lg" />
+        <div className="h-8 w-20 bg-gray-100 dark:bg-gray-800 rounded-lg" />
+      </div>
+
+      {/* Date header */}
+      <div className="flex border-b border-gray-200 dark:border-gray-700 bg-gray-50 dark:bg-gray-800">
+        <div className="w-48 flex-shrink-0 px-4 py-2">
+          <div className="h-3 w-20 bg-gray-200 dark:bg-gray-700 rounded" />
+        </div>
+        <div className="flex-1 flex gap-px py-2 px-2">
+          {[...Array(20)].map((_, i) => (
+            <div key={i} className="flex-1 h-3 bg-gray-200 dark:bg-gray-700 rounded" />
+          ))}
+        </div>
+      </div>
+
+      {/* Resource rows */}
+      {[...Array(8)].map((_, i) => (
+        <div key={i} className="flex border-b border-gray-100 dark:border-gray-800 py-3">
+          {/* Resource name cell */}
+          <div className="w-48 flex-shrink-0 px-4 flex flex-col gap-1.5">
+            <div className="h-3 w-24 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-2 w-12 bg-gray-100 dark:bg-gray-800 rounded" />
+          </div>
+          {/* Allocation bars */}
+          <div className="flex-1 relative px-2 flex items-center gap-1">
+            {i % 3 === 0 && (
+              <div className="h-7 rounded-lg bg-brand-100 dark:bg-brand-900/30" style={{ width: "35%", marginLeft: "10%" }} />
+            )}
+            {i % 3 === 1 && (
+              <>
+                <div className="h-7 rounded-lg bg-purple-100 dark:bg-purple-900/30" style={{ width: "20%", marginLeft: "5%" }} />
+                <div className="h-7 rounded-lg bg-blue-100 dark:bg-blue-900/30" style={{ width: "30%", marginLeft: "2%" }} />
+              </>
+            )}
+            {i % 3 === 2 && (
+              <div className="h-7 rounded-lg bg-green-100 dark:bg-green-900/30" style={{ width: "45%", marginLeft: "20%" }} />
+            )}
+          </div>
+        </div>
+      ))}
+    </div>
+  );
+}

apps/web/src/app/(app)/timeline/page.tsx

@@ -0,0 +1,13 @@
+import { TimelineView } from "~/components/timeline/TimelineView.js";
+
+export default function TimelinePage() {
+  return (
+    <div className="h-full flex flex-col">
+      <div className="p-6 pb-0">
+        <h1 className="text-2xl font-bold text-gray-900">Timeline</h1>
+        <p className="text-gray-500 text-sm mt-1">Interactive resource planning timeline</p>
+      </div>
+      <TimelineView />
+    </div>
+  );
+}

apps/web/src/app/(app)/vacations/my/page.tsx

@@ -0,0 +1,7 @@
+import { MyVacationsClient } from "~/components/vacations/MyVacationsClient.js";
+
+export const metadata = { title: "My Vacations — Planarchy" };
+
+export default function MyVacationsPage() {
+  return <MyVacationsClient />;
+}

apps/web/src/app/(app)/vacations/page.tsx

@@ -0,0 +1,5 @@
+import { VacationClient } from "~/components/vacations/VacationClient.js";
+
+export default function VacationsPage() {
+  return <VacationClient />;
+}

apps/web/src/app/api/auth/[...nextauth]/route.ts

@@ -0,0 +1,3 @@
+import { handlers } from "~/server/auth.js";
+
+export const { GET, POST } = handlers;

apps/web/src/app/api/reports/allocations/route.ts

@@ -0,0 +1,105 @@
+import { renderToBuffer } from "@react-pdf/renderer";
+import { createElement } from "react";
+import { NextResponse } from "next/server";
+import * as XLSX from "xlsx";
+import { buildSplitAllocationReadModel } from "@planarchy/application";
+import { prisma } from "@planarchy/db";
+import type { AllocationLike } from "@planarchy/shared";
+import { auth } from "~/server/auth.js";
+import { AllocationReport } from "~/components/reports/AllocationReport.js";
+
+export async function GET(request: Request) {
+  const session = await auth();
+  if (!session?.user) {
+    return new NextResponse("Unauthorized", { status: 401 });
+  }
+
+  const { searchParams } = new URL(request.url);
+  const startDate = searchParams.get("startDate") ? new Date(searchParams.get("startDate")!) : new Date();
+  const endDate = searchParams.get("endDate") ? new Date(searchParams.get("endDate")!) : new Date(Date.now() + 90 * 24 * 60 * 60 * 1000);
+  const format = searchParams.get("format") ?? "pdf";
+
+  const [demandRequirements, assignments] = await Promise.all([
+    prisma.demandRequirement.findMany({
+      where: {
+        status: { not: "CANCELLED" },
+        startDate: { lte: endDate },
+        endDate: { gte: startDate },
+      },
+      include: {
+        project: { select: { id: true, name: true, shortCode: true } },
+      },
+      orderBy: [{ project: { name: "asc" } }, { startDate: "asc" }],
+      take: 1000,
+    }),
+    prisma.assignment.findMany({
+      where: {
+        status: { not: "CANCELLED" },
+        startDate: { lte: endDate },
+        endDate: { gte: startDate },
+      },
+      include: {
+        resource: { select: { id: true, displayName: true, eid: true, lcrCents: true } },
+        project: { select: { id: true, name: true, shortCode: true } },
+      },
+      orderBy: [{ project: { name: "asc" } }, { startDate: "asc" }],
+      take: 1000,
+    }),
+  ]);
+
+  const allocationView = buildSplitAllocationReadModel({
+    demandRequirements,
+    assignments,
+  });
+  const assignmentRows = allocationView.assignments.slice(0, 500);
+
+  const rows = assignmentRows.map((a: AllocationLike & {
+    resource?: { displayName?: string | null } | null;
+    project?: { shortCode: string; name: string } | null;
+  }) => ({
+    resourceName: a.resource?.displayName ?? "Unknown",
+    projectName: a.project ? `${a.project.shortCode} — ${a.project.name}` : "Unknown project",
+    role: a.role ?? "",
+    startDate: new Date(a.startDate).toLocaleDateString("en-GB"),
+    endDate: new Date(a.endDate).toLocaleDateString("en-GB"),
+    hoursPerDay: a.hoursPerDay,
+    dailyCostCents: a.dailyCostCents,
+  }));
+
+  const ts = Date.now();
+
+  if (format === "xlsx") {
+    const sheetData = rows.map((r: typeof rows[number]) => ({
+      Resource: r.resourceName,
+      Project: r.projectName,
+      Role: r.role,
+      "Start Date": r.startDate,
+      "End Date": r.endDate,
+      "Hours/Day": r.hoursPerDay,
+      "Daily Cost (ct)": r.dailyCostCents,
+    }));
+    const ws = XLSX.utils.json_to_sheet(sheetData);
+    const wb = XLSX.utils.book_new();
+    XLSX.utils.book_append_sheet(wb, ws, "Allocations");
+    const buffer = XLSX.write(wb, { type: "buffer", bookType: "xlsx" }) as Buffer;
+    return new NextResponse(buffer as unknown as BodyInit, {
+      headers: {
+        "Content-Type": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+        "Content-Disposition": `attachment; filename="allocations-${ts}.xlsx"`,
+      },
+    });
+  }
+
+  const title = `Allocation Report ${startDate.toLocaleDateString("en-GB")} – ${endDate.toLocaleDateString("en-GB")}`;
+  const generatedAt = new Date().toLocaleString("en-GB");
+  const doc = createElement(AllocationReport, { title, generatedAt, rows });
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+  const buffer = await renderToBuffer(doc as any);
+
+  return new NextResponse(buffer as unknown as BodyInit, {
+    headers: {
+      "Content-Type": "application/pdf",
+      "Content-Disposition": `attachment; filename="allocations-${ts}.pdf"`,
+    },
+  });
+}

apps/web/src/app/api/sse/timeline/route.ts

@@ -0,0 +1,61 @@
+import { eventBus } from "@planarchy/api/sse";
+import { SSE_EVENT_TYPES } from "@planarchy/shared";
+import { auth } from "~/server/auth.js";
+
+export const dynamic = "force-dynamic";
+export const runtime = "nodejs";
+
+export async function GET() {
+  const session = await auth();
+
+  if (!session) {
+    return new Response("Unauthorized", { status: 401 });
+  }
+
+  const encoder = new TextEncoder();
+
+  const stream = new ReadableStream({
+    start(controller) {
+      // Send initial connection confirmation
+      controller.enqueue(
+        encoder.encode(`data: ${JSON.stringify({ type: SSE_EVENT_TYPES.PING, timestamp: new Date().toISOString() })}\n\n`),
+      );
+
+      // Subscribe to event bus
+      const unsubscribe = eventBus.subscribe((event) => {
+        try {
+          controller.enqueue(encoder.encode(`data: ${JSON.stringify(event)}\n\n`));
+        } catch {
+          // Client disconnected
+        }
+      });
+
+      // Heartbeat every 30 seconds
+      const heartbeat = setInterval(() => {
+        try {
+          controller.enqueue(
+            encoder.encode(`data: ${JSON.stringify({ type: SSE_EVENT_TYPES.PING, timestamp: new Date().toISOString() })}\n\n`),
+          );
+        } catch {
+          clearInterval(heartbeat);
+          unsubscribe();
+        }
+      }, 30000);
+
+      // Cleanup on close
+      return () => {
+        clearInterval(heartbeat);
+        unsubscribe();
+      };
+    },
+  });
+
+  return new Response(stream, {
+    headers: {
+      "Content-Type": "text/event-stream",
+      "Cache-Control": "no-cache, no-transform",
+      Connection: "keep-alive",
+      "X-Accel-Buffering": "no",
+    },
+  });
+}

apps/web/src/app/api/trpc/[trpc]/route.ts

@@ -0,0 +1,35 @@
+import { createTRPCContext } from "@planarchy/api";
+import { appRouter } from "@planarchy/api/router";
+import { prisma } from "@planarchy/db";
+import { fetchRequestHandler } from "@trpc/server/adapters/fetch";
+import type { NextRequest } from "next/server";
+import { auth } from "~/server/auth.js";
+
+const handler = async (req: NextRequest) => {
+  const session = await auth();
+
+  const dbUser = session?.user?.email
+    ? await prisma.user.findUnique({
+        where: { email: session.user.email },
+        select: { id: true, systemRole: true, permissionOverrides: true },
+      })
+    : null;
+
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+  const options: any = {
+    endpoint: "/api/trpc",
+    req,
+    router: appRouter,
+    createContext: () => createTRPCContext({ session, dbUser }),
+  };
+
+  if (process.env["NODE_ENV"] === "development") {
+    options.onError = ({ path, error }: { path?: string; error: { message: string } }) => {
+      console.error(`❌ tRPC failed on ${path ?? "<no-path>"}: ${error.message}`);
+    };
+  }
+
+  return fetchRequestHandler(options);
+};
+
+export { handler as GET, handler as POST };

apps/web/src/app/auth/signin/page.tsx

@@ -0,0 +1,101 @@
+"use client";
+
+import { signIn } from "next-auth/react";
+import { useRouter } from "next/navigation";
+import { useState } from "react";
+
+export default function SignInPage() {
+  const router = useRouter();
+  const [email, setEmail] = useState("");
+  const [password, setPassword] = useState("");
+  const [error, setError] = useState("");
+  const [loading, setLoading] = useState(false);
+
+  async function handleSubmit(e: React.FormEvent) {
+    e.preventDefault();
+    setLoading(true);
+    setError("");
+
+    const result = await signIn("credentials", {
+      email,
+      password,
+      redirect: false,
+    });
+
+    if (result?.error) {
+      setError("Invalid email or password");
+    } else {
+      router.push("/dashboard");
+    }
+
+    setLoading(false);
+  }
+
+  return (
+    <div className="min-h-screen flex items-center justify-center bg-gradient-to-br from-brand-50 to-brand-100">
+      <div className="w-full max-w-md">
+        <div className="bg-white rounded-2xl shadow-xl p-8">
+          <div className="text-center mb-8">
+            <h1 className="text-3xl font-bold text-gray-900">Planarchy</h1>
+            <p className="text-gray-500 mt-2">Resource Planning & Staffing</p>
+          </div>
+
+          <form onSubmit={handleSubmit} className="space-y-4">
+            {error && (
+              <div className="bg-red-50 border border-red-200 text-red-700 px-4 py-3 rounded-lg text-sm">
+                {error}
+              </div>
+            )}
+
+            <div>
+              <label htmlFor="email" className="block text-sm font-medium text-gray-700 mb-1">
+                Email
+              </label>
+              <input
+                id="email"
+                type="email"
+                value={email}
+                onChange={(e) => setEmail(e.target.value)}
+                className="w-full px-3 py-2 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 focus:border-transparent"
+                placeholder="admin@planarchy.dev"
+                required
+              />
+            </div>
+
+            <div>
+              <label htmlFor="password" className="block text-sm font-medium text-gray-700 mb-1">
+                Password
+              </label>
+              <input
+                id="password"
+                type="password"
+                value={password}
+                onChange={(e) => setPassword(e.target.value)}
+                className="w-full px-3 py-2 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 focus:border-transparent"
+                placeholder="••••••••"
+                required
+              />
+            </div>
+
+            <button
+              type="submit"
+              disabled={loading}
+              className="w-full bg-brand-600 hover:bg-brand-700 text-white font-medium py-2.5 px-4 rounded-lg transition-colors disabled:opacity-50"
+            >
+              {loading ? "Signing in..." : "Sign in"}
+            </button>
+          </form>
+
+          <div className="mt-6 p-4 bg-gray-50 rounded-lg">
+            <p className="text-xs text-gray-500 font-medium mb-2">Demo accounts:</p>
+            <div className="space-y-1 text-xs text-gray-600">
+              <p><span className="font-mono">admin@planarchy.dev</span> / admin123 (Admin)</p>
+              <p><span className="font-mono">manager@planarchy.dev</span> / manager123 (Manager)</p>
+              <p><span className="font-mono">viewer@planarchy.dev</span> / viewer123 (Viewer)</p>
+            </div>
+          </div>
+        </div>
+      </div>
+    </div>
+  );
+}

apps/web/src/app/globals.css

@@ -0,0 +1,265 @@
+@tailwind base;
+@tailwind components;
+@tailwind utilities;
+
+/* ─── Accent Color CSS Variables ────────────────────────────────────────────
+   Each data-accent value sets the --accent-* RGB triplets consumed by Tailwind
+   brand-* classes. The format is "R G B" (no commas) for Tailwind opacity support.
+*/
+
+/* Sky Blue (default) */
+:root,
+[data-accent="sky"] {
+  --accent-50: 240 249 255;
+  --accent-100: 224 242 254;
+  --accent-200: 186 230 253;
+  --accent-300: 125 211 252;
+  --accent-400: 56 189 248;
+  --accent-500: 14 165 233;
+  --accent-600: 2 132 199;
+  --accent-700: 3 105 161;
+  --accent-800: 7 89 133;
+  --accent-900: 12 74 110;
+}
+
+[data-accent="indigo"] {
+  --accent-50: 238 242 255;
+  --accent-100: 224 231 255;
+  --accent-200: 199 210 254;
+  --accent-300: 165 180 252;
+  --accent-400: 129 140 248;
+  --accent-500: 99 102 241;
+  --accent-600: 79 70 229;
+  --accent-700: 67 56 202;
+  --accent-800: 55 48 163;
+  --accent-900: 49 46 129;
+}
+
+[data-accent="violet"] {
+  --accent-50: 245 243 255;
+  --accent-100: 237 233 254;
+  --accent-200: 221 214 254;
+  --accent-300: 196 181 253;
+  --accent-400: 167 139 250;
+  --accent-500: 139 92 246;
+  --accent-600: 124 58 237;
+  --accent-700: 109 40 217;
+  --accent-800: 91 33 182;
+  --accent-900: 76 29 149;
+}
+
+[data-accent="emerald"] {
+  --accent-50: 236 253 245;
+  --accent-100: 209 250 229;
+  --accent-200: 167 243 208;
+  --accent-300: 110 231 183;
+  --accent-400: 52 211 153;
+  --accent-500: 16 185 129;
+  --accent-600: 5 150 105;
+  --accent-700: 4 120 87;
+  --accent-800: 6 95 70;
+  --accent-900: 6 78 59;
+}
+
+[data-accent="rose"] {
+  --accent-50: 255 241 242;
+  --accent-100: 255 228 230;
+  --accent-200: 254 205 211;
+  --accent-300: 253 164 175;
+  --accent-400: 251 113 133;
+  --accent-500: 244 63 94;
+  --accent-600: 225 29 72;
+  --accent-700: 190 18 60;
+  --accent-800: 159 18 57;
+  --accent-900: 136 19 55;
+}
+
+[data-accent="amber"] {
+  --accent-50: 255 251 235;
+  --accent-100: 254 243 199;
+  --accent-200: 253 230 138;
+  --accent-300: 252 211 77;
+  --accent-400: 251 191 36;
+  --accent-500: 245 158 11;
+  --accent-600: 217 119 6;
+  --accent-700: 180 83 9;
+  --accent-800: 146 64 14;
+  --accent-900: 120 53 15;
+}
+
+/* ─── Light Theme Surface Variables ─────────────────────────────────────── */
+
+:root {
+  --surface-page: 249 250 251;      /* gray-50 */
+  --surface-card: 255 255 255;      /* white */
+  --surface-elevated: 249 250 251;  /* gray-50 */
+  --surface-input: 255 255 255;     /* white */
+  --border-subtle: 229 231 235;     /* gray-200 */
+  --border-input: 209 213 219;      /* gray-300 */
+  --text-primary: 17 24 39;         /* gray-900 */
+  --text-secondary: 75 85 99;       /* gray-600 */
+  --text-muted: 107 114 128;        /* gray-500 */
+  --text-very-muted: 156 163 175;   /* gray-400 */
+}
+
+/* ─── Dark Theme Surface Variables ──────────────────────────────────────── */
+
+.dark {
+  color-scheme: dark;
+  --surface-page: 10 11 16;         /* near-black page bg */
+  --surface-card: 24 27 38;         /* dark card bg */
+  --surface-elevated: 32 36 50;     /* slightly lighter - table headers etc */
+  --surface-input: 32 36 50;        /* input bg */
+  --border-subtle: 45 51 71;        /* dark border */
+  --border-input: 58 65 90;         /* slightly lighter border */
+  --text-primary: 232 234 240;      /* near-white */
+  --text-secondary: 163 173 197;    /* medium gray */
+  --text-muted: 107 117 142;        /* muted */
+  --text-very-muted: 75 84 107;     /* very muted */
+}
+
+/* ─── Base Layer: Apply variables to body ────────────────────────────────── */
+
+@layer base {
+  body {
+    background-color: rgb(var(--surface-page));
+    color: rgb(var(--text-primary));
+    transition: background-color 0.15s ease, color 0.15s ease;
+  }
+
+  /* Smooth transition for theme changes */
+  *, *::before, *::after {
+    transition-property: background-color, border-color, color;
+    transition-duration: 0.1s;
+    transition-timing-function: ease;
+  }
+
+  /* Scrollbar styling for dark mode */
+  .dark ::-webkit-scrollbar {
+    width: 8px;
+    height: 8px;
+  }
+  .dark ::-webkit-scrollbar-track {
+    background: rgb(var(--surface-card));
+  }
+  .dark ::-webkit-scrollbar-thumb {
+    background: rgb(var(--border-subtle));
+    border-radius: 4px;
+  }
+}
+
+/* ─── Dark Mode Overrides for Common Tailwind Patterns ──────────────────── */
+/* These override the most commonly used utility classes in the app           */
+
+.dark .bg-white {
+  background-color: rgb(var(--surface-card)) !important;
+}
+
+.dark .bg-gray-50 {
+  background-color: rgb(var(--surface-elevated)) !important;
+}
+
+.dark .bg-gray-100 {
+  background-color: rgb(45 51 71) !important;
+}
+
+.dark .border-gray-100 {
+  border-color: rgb(var(--border-subtle)) !important;
+}
+
+.dark .border-gray-200 {
+  border-color: rgb(var(--border-subtle)) !important;
+}
+
+.dark .border-gray-300 {
+  border-color: rgb(var(--border-input)) !important;
+}
+
+.dark .text-gray-900 {
+  color: rgb(var(--text-primary)) !important;
+}
+
+.dark .text-gray-800 {
+  color: rgb(var(--text-primary)) !important;
+}
+
+.dark .text-gray-700 {
+  color: rgb(var(--text-secondary)) !important;
+}
+
+.dark .text-gray-600 {
+  color: rgb(var(--text-secondary)) !important;
+}
+
+.dark .text-gray-500 {
+  color: rgb(var(--text-muted)) !important;
+}
+
+.dark .text-gray-400 {
+  color: rgb(var(--text-very-muted)) !important;
+}
+
+.dark input,
+.dark select,
+.dark textarea {
+  background-color: rgb(var(--surface-input));
+  border-color: rgb(var(--border-input));
+  color: rgb(var(--text-primary));
+}
+
+.dark input::placeholder,
+.dark textarea::placeholder {
+  color: rgb(var(--text-muted));
+}
+
+/* Table alternating / hover */
+.dark .hover\:bg-gray-50:hover {
+  background-color: rgb(var(--surface-elevated)) !important;
+}
+
+.dark .divide-gray-100 > * + * {
+  border-color: rgb(var(--border-subtle)) !important;
+}
+
+/* Status badge adjustments in dark mode - keep them readable */
+.dark .bg-green-100 { background-color: rgb(6 78 59 / 0.4) !important; }
+.dark .text-green-700 { color: rgb(52 211 153) !important; }
+.dark .bg-yellow-100 { background-color: rgb(120 53 15 / 0.4) !important; }
+.dark .text-yellow-700 { color: rgb(251 191 36) !important; }
+.dark .bg-blue-100 { background-color: rgb(30 58 138 / 0.4) !important; }
+.dark .text-blue-700 { color: rgb(96 165 250) !important; }
+.dark .bg-red-100 { background-color: rgb(127 29 29 / 0.4) !important; }
+.dark .text-red-600 { color: rgb(248 113 113) !important; }
+.dark .text-red-700 { color: rgb(248 113 113) !important; }
+.dark .bg-gray-100 { background-color: rgb(var(--surface-elevated)) !important; }
+.dark .text-gray-700 { color: rgb(var(--text-secondary)) !important; }
+.dark .bg-purple-100 { background-color: rgb(76 29 149 / 0.4) !important; }
+.dark .text-purple-700 { color: rgb(196 181 253) !important; }
+.dark .bg-amber-50 { background-color: rgb(120 53 15 / 0.2) !important; }
+
+/* Modal / overlay */
+.dark .shadow-2xl {
+  box-shadow: 0 25px 50px -12px rgb(0 0 0 / 0.6) !important;
+}
+
+/* ─── Timeline utilities (unchanged) ────────────────────────────────────── */
+
+@layer utilities {
+  .timeline-row {
+    @apply flex border-b border-gray-100 hover:bg-gray-50/50;
+    min-height: 48px;
+  }
+
+  .allocation-block {
+    @apply absolute rounded-md text-xs font-medium px-2 py-1 cursor-pointer select-none;
+    @apply transition-all duration-150 ease-in-out;
+  }
+
+  .allocation-block:hover {
+    @apply ring-2 ring-white ring-offset-1;
+  }
+
+  .allocation-block.dragging {
+    @apply opacity-75 shadow-lg scale-105;
+  }
+}

apps/web/src/app/layout.tsx

@@ -0,0 +1,27 @@
+import type { Metadata } from "next";
+import { TRPCProvider } from "~/lib/trpc/provider.js";
+import "./globals.css";
+
+export const metadata: Metadata = {
+  title: "Planarchy — Resource Planning",
+  description: "Interactive resource planning and project staffing tool",
+};
+
+export default function RootLayout({ children }: { children: React.ReactNode }) {
+  return (
+    <html lang="en" suppressHydrationWarning>
+      <head>
+        <script dangerouslySetInnerHTML={{__html: `
+  try {
+    var p = JSON.parse(localStorage.getItem('planarchy_theme') || '{}');
+    if (p.mode === 'dark') document.documentElement.classList.add('dark');
+    if (p.accent) document.documentElement.setAttribute('data-accent', p.accent);
+  } catch(e) {}
+`}} />
+      </head>
+      <body className="min-h-screen bg-gray-50 font-sans antialiased">
+        <TRPCProvider>{children}</TRPCProvider>
+      </body>
+    </html>
+  );
+}

apps/web/src/app/page.tsx

@@ -0,0 +1,12 @@
+import { redirect } from "next/navigation";
+import { auth } from "~/server/auth.js";
+
+export default async function HomePage() {
+  const session = await auth();
+
+  if (!session) {
+    redirect("/auth/signin");
+  }
+
+  redirect("/resources");
+}

apps/web/src/components/admin/BatchSkillImport.tsx

@@ -0,0 +1,243 @@
+"use client";
+
+import { useState, useRef } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+import { parseSkillMatrixWorkbook, matchRoleName } from "~/lib/skillMatrixParser.js";
+import type { SkillEntry } from "@planarchy/shared";
+
+interface ParsedEntry {
+  fileName: string;
+  candidateEid: string;          // guessed from filename (no extension, lowercased)
+  selectedEid: string;
+  skills: SkillEntry[];
+  employeeInfo: Record<string, string>;
+  matchedRoleName: string | null;
+  status: "pending" | "matched" | "unmatched";
+}
+
+export function BatchSkillImport() {
+  const [entries, setEntries] = useState<ParsedEntry[]>([]);
+  const [result, setResult] = useState<{ updated: number; notFound: number } | null>(null);
+  const [submitting, setSubmitting] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+  const fileRef = useRef<HTMLInputElement>(null);
+
+  const { data: roles } = trpc.role.list.useQuery({ isActive: true }, { staleTime: 60_000 });
+  const { data: resources } = trpc.resource.list.useQuery(
+    { isActive: true, limit: 500 },
+    { staleTime: 60_000 },
+  );
+
+  const batchMutation = trpc.resource.batchImportSkillMatrices.useMutation({
+    onSuccess: (data) => { setResult(data); setSubmitting(false); },
+    onError: (err) => { setError(err.message); setSubmitting(false); },
+  });
+
+  async function handleFiles(e: React.ChangeEvent<HTMLInputElement>) {
+    const files = Array.from(e.target.files ?? []);
+    setResult(null);
+    setError(null);
+
+    const roleNames = (roles ?? []).map((r) => r.name);
+    const resourceList = (resources?.resources ?? []) as SimpleResource[];
+
+    const parsed: ParsedEntry[] = await Promise.all(
+      files.map(async (file) => {
+        const baseName = file.name.replace(/\.[^.]+$/, "");
+        // Guess EID: try matching against resource displayName or eid
+        const candidateEid = baseName.toLowerCase().replace(/\s+/g, ".");
+        const matchedResource = resourceList.find(
+          (r) =>
+            r.eid.toLowerCase() === candidateEid ||
+            r.displayName.toLowerCase().replace(/\s+/g, ".") === candidateEid ||
+            r.displayName.toLowerCase() === baseName.toLowerCase(),
+        );
+
+        try {
+          const buffer = await file.arrayBuffer();
+          const result = parseSkillMatrixWorkbook(buffer);
+
+          let roleId: string | undefined;
+          let matchedRoleName: string | undefined;
+          if (result.employeeInfo.areaOfExpertise) {
+            const matched = matchRoleName(result.employeeInfo.areaOfExpertise, roleNames);
+            if (matched) {
+              const role = (roles ?? []).find((r) => r.name === matched);
+              roleId = role?.id;
+              matchedRoleName = matched;
+            }
+          }
+
+          const empInfo: Record<string, string> = {};
+          if (roleId) empInfo["roleId"] = roleId;
+          if (result.employeeInfo.portfolioUrl) empInfo["portfolioUrl"] = result.employeeInfo.portfolioUrl;
+
+          return {
+            fileName: file.name,
+            candidateEid,
+            selectedEid: matchedResource?.eid ?? candidateEid,
+            skills: result.skills,
+            employeeInfo: empInfo,
+            matchedRoleName: matchedRoleName ?? null,
+            status: matchedResource ? "matched" : "unmatched",
+          } satisfies ParsedEntry;
+        } catch {
+          return {
+            fileName: file.name,
+            candidateEid,
+            selectedEid: matchedResource?.eid ?? "",
+            skills: [],
+            employeeInfo: {},
+            matchedRoleName: null,
+            status: "unmatched",
+          } satisfies ParsedEntry;
+        }
+      }),
+    );
+
+    setEntries(parsed);
+  }
+
+  function updateEid(idx: number, eid: string) {
+    setEntries((prev) =>
+      prev.map((e, i) =>
+        i === idx
+          ? {
+              ...e,
+              selectedEid: eid,
+              status: eid ? "matched" : "unmatched",
+            }
+          : e,
+      ),
+    );
+  }
+
+  function handleImport() {
+    const toImport = entries.filter((e) => e.selectedEid && e.skills.length > 0);
+    if (toImport.length === 0) return;
+    setSubmitting(true);
+    batchMutation.mutate({
+      entries: toImport.map((e) => ({
+        eid: e.selectedEid,
+        skills: e.skills,
+        employeeInfo: {
+          ...(e.employeeInfo["roleId"] ? { roleId: e.employeeInfo["roleId"] } : {}),
+          ...(e.employeeInfo["portfolioUrl"] ? { portfolioUrl: e.employeeInfo["portfolioUrl"] } : {}),
+        },
+      })),
+    });
+  }
+
+  type SimpleResource = { eid: string; displayName: string };
+  const resourceList = (resources?.resources ?? []) as SimpleResource[];
+  const matched = entries.filter((e) => e.status === "matched").length;
+  const unmatched = entries.filter((e) => e.status === "unmatched").length;
+
+  return (
+    <div className="p-6 max-w-4xl">
+      <div className="mb-6">
+        <h1 className="text-2xl font-bold text-gray-900 dark:text-gray-100">Batch Skill Matrix Import</h1>
+        <p className="text-sm text-gray-500 dark:text-gray-400 mt-1">
+          Upload multiple skill matrix files at once. Files are matched to resources by filename.
+        </p>
+      </div>
+
+      {/* Upload area */}
+      <div
+        className="border-2 border-dashed border-gray-300 dark:border-gray-600 rounded-xl p-8 text-center cursor-pointer hover:border-brand-400 transition-colors mb-6 bg-white dark:bg-gray-800"
+        onClick={() => fileRef.current?.click()}
+      >
+        <svg className="w-10 h-10 text-gray-300 dark:text-gray-600 mx-auto mb-3" fill="none" viewBox="0 0 24 24" stroke="currentColor">
+          <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={1.5} d="M7 16a4 4 0 01-.88-7.903A5 5 0 1115.9 6L16 6a5 5 0 011 9.9M15 13l-3-3m0 0l-3 3m3-3v12" />
+        </svg>
+        <p className="text-sm font-medium text-gray-700 dark:text-gray-300">Click to select multiple .xlsx files</p>
+        <p className="text-xs text-gray-400 dark:text-gray-500 mt-1">Name files after resource EID or display name for automatic matching</p>
+        <input ref={fileRef} type="file" accept=".xlsx,.xls" multiple className="hidden" onChange={handleFiles} />
+      </div>
+
+      {/* Summary */}
+      {entries.length > 0 && (
+        <div className="flex gap-4 mb-4">
+          <div className="bg-green-50 dark:bg-green-900/20 border border-green-200 dark:border-green-700 rounded-lg px-4 py-2 text-sm">
+            <span className="font-semibold text-green-700 dark:text-green-400">{matched}</span>
+            <span className="text-green-600 dark:text-green-400 ml-1">matched</span>
+          </div>
+          <div className="bg-yellow-50 dark:bg-yellow-900/20 border border-yellow-200 dark:border-yellow-700 rounded-lg px-4 py-2 text-sm">
+            <span className="font-semibold text-yellow-700 dark:text-yellow-400">{unmatched}</span>
+            <span className="text-yellow-600 dark:text-yellow-400 ml-1">unmatched (select EID manually)</span>
+          </div>
+        </div>
+      )}
+
+      {/* Entries table */}
+      {entries.length > 0 && (
+        <div className="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 overflow-hidden mb-6">
+          <table className="w-full text-sm">
+            <thead className="bg-gray-50 dark:bg-gray-900 border-b border-gray-200 dark:border-gray-700">
+              <tr>
+                <th className="px-4 py-3 text-left text-xs font-medium text-gray-500 dark:text-gray-400 uppercase">File</th>
+                <th className="px-4 py-3 text-left text-xs font-medium text-gray-500 dark:text-gray-400 uppercase">Resource EID</th>
+                <th className="px-4 py-3 text-right text-xs font-medium text-gray-500 dark:text-gray-400 uppercase">Skills</th>
+                <th className="px-4 py-3 text-left text-xs font-medium text-gray-500 dark:text-gray-400 uppercase">Role Match</th>
+                <th className="px-4 py-3 text-center text-xs font-medium text-gray-500 dark:text-gray-400 uppercase">Status</th>
+              </tr>
+            </thead>
+            <tbody className="divide-y divide-gray-100 dark:divide-gray-700">
+              {entries.map((entry, idx) => (
+                <tr key={idx} className={entry.status === "unmatched" ? "bg-yellow-50 dark:bg-yellow-900/10" : ""}>
+                  <td className="px-4 py-3 text-xs text-gray-600 dark:text-gray-400 font-mono">{entry.fileName}</td>
+                  <td className="px-4 py-3">
+                    {entry.status === "matched" ? (
+                      <span className="font-mono text-sm text-gray-800 dark:text-gray-100">{entry.selectedEid}</span>
+                    ) : (
+                      <select
+                        className="w-full px-2 py-1.5 border border-yellow-300 dark:border-yellow-600 rounded text-sm bg-white dark:bg-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-500"
+                        value={entry.selectedEid}
+                        onChange={(e) => updateEid(idx, e.target.value)}
+                      >
+                        <option value="">— Select resource —</option>
+                        {resourceList.map((r) => (
+                          <option key={r.eid} value={r.eid}>{r.displayName} ({r.eid})</option>
+                        ))}
+                      </select>
+                    )}
+                  </td>
+                  <td className="px-4 py-3 text-right text-gray-700 dark:text-gray-300">{entry.skills.length}</td>
+                  <td className="px-4 py-3 text-xs text-gray-500 dark:text-gray-400">{entry.matchedRoleName ?? "—"}</td>
+                  <td className="px-4 py-3 text-center">
+                    <span className={`inline-block px-2 py-0.5 text-xs rounded-full font-medium ${
+                      entry.status === "matched" ? "bg-green-100 dark:bg-green-900/30 text-green-700 dark:text-green-400" : "bg-yellow-100 dark:bg-yellow-900/30 text-yellow-700 dark:text-yellow-400"
+                    }`}>
+                      {entry.status}
+                    </span>
+                  </td>
+                </tr>
+              ))}
+            </tbody>
+          </table>
+        </div>
+      )}
+
+      {error && (
+        <div className="mb-4 rounded-lg bg-red-50 dark:bg-red-900/20 border border-red-200 dark:border-red-700 px-4 py-3 text-sm text-red-700 dark:text-red-400">{error}</div>
+      )}
+
+      {result && (
+        <div className="mb-4 rounded-lg bg-green-50 dark:bg-green-900/20 border border-green-200 dark:border-green-700 px-4 py-3 text-sm text-green-700 dark:text-green-400">
+          Import complete: <strong>{result.updated}</strong> updated, <strong>{result.notFound}</strong> not found.
+        </div>
+      )}
+
+      {entries.length > 0 && !result && (
+        <button
+          type="button"
+          onClick={handleImport}
+          disabled={submitting || matched === 0}
+          className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+        >
+          {submitting ? "Importing…" : `Import ${entries.filter((e) => e.selectedEid && e.skills.length > 0).length} Files`}
+        </button>
+      )}
+    </div>
+  );
+}

apps/web/src/components/admin/ClientsAdminClient.tsx

@@ -0,0 +1,290 @@
+"use client";
+
+import { useState } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+
+type ClientRow = {
+  id: string;
+  name: string;
+  code: string | null;
+  parentId: string | null;
+  sortOrder: number;
+  isActive: boolean;
+};
+
+type ClientNode = ClientRow & { children: ClientNode[] };
+
+type EditingClient = {
+  id?: string;
+  name: string;
+  code: string;
+  parentId: string;
+  sortOrder: number;
+};
+
+function ClientTreeNode({
+  node,
+  onEdit,
+  onAddChild,
+  depth = 0,
+}: {
+  node: ClientNode;
+  onEdit: (c: ClientRow) => void;
+  onAddChild: (parentId: string) => void;
+  depth?: number;
+}) {
+  const [expanded, setExpanded] = useState(depth < 1);
+  const hasChildren = node.children.length > 0;
+
+  return (
+    <div>
+      <div
+        className="flex items-center gap-2 py-2 px-3 hover:bg-gray-50 dark:hover:bg-gray-800/30 rounded-lg group"
+        style={{ paddingLeft: `${depth * 24 + 12}px` }}
+      >
+        {hasChildren ? (
+          <button
+            type="button"
+            onClick={() => setExpanded(!expanded)}
+            className="w-5 h-5 flex items-center justify-center text-gray-400 hover:text-gray-600 text-xs"
+          >
+            {expanded ? "▼" : "▶"}
+          </button>
+        ) : (
+          <span className="w-5" />
+        )}
+        <span className="text-sm font-medium text-gray-900 dark:text-gray-100 flex-1">
+          {node.name}
+          {node.code && <span className="text-gray-400 font-mono ml-1 text-xs">[{node.code}]</span>}
+        </span>
+        {!node.isActive && <span className="text-xs text-gray-400 italic">inactive</span>}
+        <div className="flex gap-2 opacity-0 group-hover:opacity-100 transition-opacity">
+          <button
+            type="button"
+            onClick={() => onAddChild(node.id)}
+            className="text-xs text-green-600 hover:text-green-800 font-medium"
+          >
+            + Child
+          </button>
+          <button
+            type="button"
+            onClick={() => onEdit(node)}
+            className="text-xs text-brand-600 hover:text-brand-800 font-medium"
+          >
+            Edit
+          </button>
+        </div>
+      </div>
+      {expanded && node.children.map((child) => (
+        <ClientTreeNode key={child.id} node={child} onEdit={onEdit} onAddChild={onAddChild} depth={depth + 1} />
+      ))}
+    </div>
+  );
+}
+
+export function ClientsAdminClient() {
+  const [editing, setEditing] = useState<EditingClient | null>(null);
+  const [search, setSearch] = useState("");
+  const [error, setError] = useState<string | null>(null);
+
+  const utils = trpc.useUtils();
+  const { data: tree, isLoading } = trpc.clientEntity.getTree.useQuery();
+  const { data: flatList } = trpc.clientEntity.list.useQuery();
+
+  const createMut = trpc.clientEntity.create.useMutation({
+    onSuccess: () => { void utils.clientEntity.getTree.invalidate(); void utils.clientEntity.list.invalidate(); setEditing(null); },
+    onError: (e) => setError(e.message),
+  });
+  const updateMut = trpc.clientEntity.update.useMutation({
+    onSuccess: () => { void utils.clientEntity.getTree.invalidate(); void utils.clientEntity.list.invalidate(); setEditing(null); },
+    onError: (e) => setError(e.message),
+  });
+
+  const allClients = (flatList ?? []) as unknown as ClientRow[];
+
+  function openCreate(parentId?: string) {
+    setEditing({ name: "", code: "", parentId: parentId ?? "", sortOrder: 0 });
+    setError(null);
+  }
+
+  function openEdit(c: ClientRow) {
+    setEditing({
+      id: c.id,
+      name: c.name,
+      code: c.code ?? "",
+      parentId: c.parentId ?? "",
+      sortOrder: c.sortOrder,
+    });
+    setError(null);
+  }
+
+  function handleSave() {
+    if (!editing) return;
+    setError(null);
+
+    if (editing.id) {
+      updateMut.mutate({
+        id: editing.id,
+        data: {
+          name: editing.name,
+          code: editing.code || undefined,
+          parentId: editing.parentId || undefined,
+          sortOrder: editing.sortOrder,
+        },
+      });
+    } else {
+      createMut.mutate({
+        name: editing.name,
+        code: editing.code || undefined,
+        parentId: editing.parentId || undefined,
+        sortOrder: editing.sortOrder,
+      });
+    }
+  }
+
+  const isPending = createMut.isPending || updateMut.isPending;
+  const treeNodes = (tree ?? []) as unknown as ClientNode[];
+
+  // Simple client-side filter on tree
+  function filterTree(nodes: ClientNode[], q: string): ClientNode[] {
+    if (!q) return nodes;
+    const lower = q.toLowerCase();
+    return nodes.reduce<ClientNode[]>((acc, node) => {
+      const filteredChildren = filterTree(node.children, q);
+      if (node.name.toLowerCase().includes(lower) || (node.code ?? "").toLowerCase().includes(lower) || filteredChildren.length > 0) {
+        acc.push({ ...node, children: filteredChildren });
+      }
+      return acc;
+    }, []);
+  }
+
+  const filteredTree = filterTree(treeNodes, search);
+
+  return (
+    <div className="p-6 max-w-4xl mx-auto">
+      <div className="flex items-center justify-between mb-6">
+        <div>
+          <h1 className="text-2xl font-bold text-gray-900 dark:text-gray-50">Clients</h1>
+          <p className="text-sm text-gray-500 dark:text-gray-400 mt-1">
+            Client hierarchy for project assignment and chargeability reporting
+          </p>
+        </div>
+        <button
+          type="button"
+          onClick={() => openCreate()}
+          className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium"
+        >
+          + Add Client
+        </button>
+      </div>
+
+      <div className="mb-4">
+        <input
+          type="search"
+          value={search}
+          onChange={(e) => setSearch(e.target.value)}
+          placeholder="Search clients..."
+          className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm focus:outline-none focus:ring-2 focus:ring-brand-400 w-64 bg-white dark:bg-gray-900 dark:text-gray-100"
+        />
+      </div>
+
+      {error && (
+        <div className="mb-4 rounded-lg bg-red-50 dark:bg-red-900/20 border border-red-200 dark:border-red-700 px-4 py-3 text-sm text-red-700 dark:text-red-400 flex items-center justify-between">
+          {error}
+          <button type="button" onClick={() => setError(null)} className="text-red-400 hover:text-red-600 text-lg leading-none">&times;</button>
+        </div>
+      )}
+
+      <div className="bg-white dark:bg-gray-900 rounded-xl border border-gray-200 dark:border-gray-700 p-2">
+        {isLoading && <div className="text-center py-8 text-gray-400">Loading...</div>}
+        {!isLoading && filteredTree.length === 0 && (
+          <div className="text-center py-8 text-gray-400">
+            {search ? "No clients match your search." : "No clients yet."}
+          </div>
+        )}
+        {filteredTree.map((node) => (
+          <ClientTreeNode key={node.id} node={node} onEdit={openEdit} onAddChild={(pid) => openCreate(pid)} />
+        ))}
+      </div>
+
+      {/* Create/Edit Modal */}
+      {editing && (
+        <div className="fixed inset-0 bg-black/50 z-50 flex items-center justify-center p-4">
+          <div className="bg-white dark:bg-gray-900 rounded-xl shadow-2xl w-full max-w-md mx-4">
+            <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200 dark:border-gray-700">
+              <h2 className="text-lg font-semibold text-gray-900 dark:text-gray-100">
+                {editing.id ? "Edit Client" : "Add Client"}
+              </h2>
+              <button type="button" onClick={() => setEditing(null)} className="text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 text-2xl leading-none">&times;</button>
+            </div>
+
+            <div className="px-6 py-5 space-y-4">
+              <div>
+                <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Name</label>
+                <input
+                  type="text"
+                  value={editing.name}
+                  onChange={(e) => setEditing({ ...editing, name: e.target.value })}
+                  placeholder="e.g. BMW Group"
+                  className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                />
+              </div>
+
+              <div className="grid grid-cols-2 gap-4">
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Code</label>
+                  <input
+                    type="text"
+                    value={editing.code}
+                    onChange={(e) => setEditing({ ...editing, code: e.target.value })}
+                    placeholder="BMW"
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400 font-mono"
+                  />
+                </div>
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Sort Order</label>
+                  <input
+                    type="number"
+                    value={editing.sortOrder}
+                    onChange={(e) => setEditing({ ...editing, sortOrder: parseInt(e.target.value) || 0 })}
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                  />
+                </div>
+              </div>
+
+              <div>
+                <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Parent Client</label>
+                <select
+                  value={editing.parentId}
+                  onChange={(e) => setEditing({ ...editing, parentId: e.target.value })}
+                  className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                >
+                  <option value="">— Top level (no parent) —</option>
+                  {allClients
+                    .filter((c) => c.id !== editing.id && c.isActive)
+                    .map((c) => (
+                      <option key={c.id} value={c.id}>
+                        {c.name} {c.code ? `[${c.code}]` : ""}
+                      </option>
+                    ))}
+                </select>
+              </div>
+            </div>
+
+            <div className="flex items-center justify-end px-6 py-4 border-t border-gray-200 dark:border-gray-700 gap-3">
+              <button type="button" onClick={() => setEditing(null)} className="px-4 py-2 text-sm text-gray-600 hover:text-gray-800 dark:text-gray-400 dark:hover:text-gray-200">Cancel</button>
+              <button
+                type="button"
+                onClick={handleSave}
+                disabled={isPending || !editing.name}
+                className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+              >
+                {isPending ? "Saving..." : editing.id ? "Update" : "Create"}
+              </button>
+            </div>
+          </div>
+        </div>
+      )}
+    </div>
+  );
+}

apps/web/src/components/admin/CountriesClient.tsx

@@ -0,0 +1,413 @@
+"use client";
+
+import { useState } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+
+type CountryRow = {
+  id: string;
+  code: string;
+  name: string;
+  dailyWorkingHours: number;
+  scheduleRules: unknown;
+  isActive: boolean;
+  metroCities: { id: string; name: string }[];
+};
+
+type EditingCountry = {
+  id?: string;
+  code: string;
+  name: string;
+  dailyWorkingHours: number;
+  hasSpainRules: boolean;
+  fridayHours: number;
+  summerFrom: string;
+  summerTo: string;
+  summerHours: number;
+  regularHours: number;
+};
+
+const emptyCountry: EditingCountry = {
+  code: "",
+  name: "",
+  dailyWorkingHours: 8,
+  hasSpainRules: false,
+  fridayHours: 6.5,
+  summerFrom: "07-01",
+  summerTo: "09-15",
+  summerHours: 6.5,
+  regularHours: 9,
+};
+
+function parseSpainRules(rules: unknown): Partial<EditingCountry> {
+  if (!rules || typeof rules !== "object") return { hasSpainRules: false };
+  const r = rules as Record<string, unknown>;
+  if (r.type !== "spain") return { hasSpainRules: false };
+  const sp = r as { fridayHours?: number; summerPeriod?: { from?: string; to?: string }; summerHours?: number; regularHours?: number };
+  return {
+    hasSpainRules: true,
+    fridayHours: sp.fridayHours ?? 6.5,
+    summerFrom: sp.summerPeriod?.from ?? "07-01",
+    summerTo: sp.summerPeriod?.to ?? "09-15",
+    summerHours: sp.summerHours ?? 6.5,
+    regularHours: sp.regularHours ?? 9,
+  };
+}
+
+export function CountriesClient() {
+  const [editing, setEditing] = useState<EditingCountry | null>(null);
+  const [cityName, setCityName] = useState("");
+  const [expandedId, setExpandedId] = useState<string | null>(null);
+  const [error, setError] = useState<string | null>(null);
+
+  const utils = trpc.useUtils();
+  const { data: countries, isLoading } = trpc.country.list.useQuery();
+
+  // @ts-ignore TS2589: tRPC infers union type too deeply for nullable JSONB scheduleRules schema
+  const createMut = trpc.country.create.useMutation({
+    onSuccess: () => { void utils.country.list.invalidate(); setEditing(null); },
+    onError: (e) => setError(e.message),
+  });
+  const updateMut = trpc.country.update.useMutation({
+    onSuccess: () => { void utils.country.list.invalidate(); setEditing(null); },
+    onError: (e) => setError(e.message),
+  });
+  const createCityMut = trpc.country.createCity.useMutation({
+    onSuccess: () => { void utils.country.list.invalidate(); setCityName(""); },
+    onError: (e) => setError(e.message),
+  });
+  const deleteCityMut = trpc.country.deleteCity.useMutation({
+    onSuccess: () => void utils.country.list.invalidate(),
+    onError: (e) => setError(e.message),
+  });
+
+  function openCreate() {
+    setEditing({ ...emptyCountry });
+    setError(null);
+  }
+
+  function openEdit(c: CountryRow) {
+    const spainParts = parseSpainRules(c.scheduleRules);
+    setEditing({
+      id: c.id,
+      code: c.code,
+      name: c.name,
+      dailyWorkingHours: c.dailyWorkingHours,
+      hasSpainRules: false,
+      fridayHours: 6.5,
+      summerFrom: "07-01",
+      summerTo: "09-15",
+      summerHours: 6.5,
+      regularHours: 9,
+      ...spainParts,
+    });
+    setError(null);
+  }
+
+  function handleSave() {
+    if (!editing) return;
+    setError(null);
+
+    const scheduleRules = editing.hasSpainRules
+      ? {
+          type: "spain" as const,
+          fridayHours: editing.fridayHours,
+          summerPeriod: { from: editing.summerFrom, to: editing.summerTo },
+          summerHours: editing.summerHours,
+          regularHours: editing.regularHours,
+        }
+      : null;
+
+    if (editing.id) {
+      updateMut.mutate({
+        id: editing.id,
+        data: {
+          code: editing.code,
+          name: editing.name,
+          dailyWorkingHours: editing.dailyWorkingHours,
+          scheduleRules,
+        },
+      });
+    } else {
+      createMut.mutate({
+        code: editing.code,
+        name: editing.name,
+        dailyWorkingHours: editing.dailyWorkingHours,
+        scheduleRules,
+      });
+    }
+  }
+
+  function handleAddCity(countryId: string) {
+    if (!cityName.trim()) return;
+    createCityMut.mutate({ countryId, name: cityName.trim() });
+  }
+
+  const isPending = createMut.isPending || updateMut.isPending;
+  const rows = (countries ?? []) as unknown as CountryRow[];
+
+  return (
+    <div className="p-6 max-w-5xl mx-auto">
+      <div className="flex items-center justify-between mb-6">
+        <div>
+          <h1 className="text-2xl font-bold text-gray-900 dark:text-gray-50">Countries</h1>
+          <p className="text-sm text-gray-500 dark:text-gray-400 mt-1">
+            Manage countries, daily working hours, and metro cities
+          </p>
+        </div>
+        <button
+          type="button"
+          onClick={openCreate}
+          className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium"
+        >
+          + Add Country
+        </button>
+      </div>
+
+      {error && (
+        <div className="mb-4 rounded-lg bg-red-50 dark:bg-red-900/20 border border-red-200 dark:border-red-700 px-4 py-3 text-sm text-red-700 dark:text-red-400 flex items-center justify-between">
+          {error}
+          <button type="button" onClick={() => setError(null)} className="text-red-400 hover:text-red-600 text-lg leading-none">&times;</button>
+        </div>
+      )}
+
+      {/* Country List */}
+      <div className="bg-white dark:bg-gray-900 rounded-xl border border-gray-200 dark:border-gray-700 overflow-hidden">
+        <table className="w-full text-sm">
+          <thead>
+            <tr className="border-b border-gray-200 dark:border-gray-700 bg-gray-50 dark:bg-gray-800/50">
+              <th className="text-left px-4 py-3 font-medium text-gray-600 dark:text-gray-400 text-xs uppercase tracking-wider">Code</th>
+              <th className="text-left px-4 py-3 font-medium text-gray-600 dark:text-gray-400 text-xs uppercase tracking-wider">Name</th>
+              <th className="text-center px-4 py-3 font-medium text-gray-600 dark:text-gray-400 text-xs uppercase tracking-wider">Daily Hours</th>
+              <th className="text-center px-4 py-3 font-medium text-gray-600 dark:text-gray-400 text-xs uppercase tracking-wider">Schedule</th>
+              <th className="text-center px-4 py-3 font-medium text-gray-600 dark:text-gray-400 text-xs uppercase tracking-wider">Cities</th>
+              <th className="text-right px-4 py-3 font-medium text-gray-600 dark:text-gray-400 text-xs uppercase tracking-wider">Actions</th>
+            </tr>
+          </thead>
+          <tbody>
+            {isLoading && (
+              <tr><td colSpan={6} className="text-center py-8 text-gray-400">Loading...</td></tr>
+            )}
+            {!isLoading && rows.length === 0 && (
+              <tr><td colSpan={6} className="text-center py-8 text-gray-400">No countries yet.</td></tr>
+            )}
+            {rows.map((c) => (
+              <tr key={c.id} className="border-b border-gray-100 dark:border-gray-800 hover:bg-gray-50 dark:hover:bg-gray-800/30">
+                <td className="px-4 py-3 font-mono font-medium text-gray-900 dark:text-gray-100">{c.code}</td>
+                <td className="px-4 py-3 text-gray-900 dark:text-gray-100">{c.name}</td>
+                <td className="px-4 py-3 text-center text-gray-600 dark:text-gray-400">{c.dailyWorkingHours}h</td>
+                <td className="px-4 py-3 text-center">
+                  {c.scheduleRules && typeof c.scheduleRules === "object" && (c.scheduleRules as Record<string, unknown>).type === "spain" ? (
+                    <span className="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-amber-100 text-amber-700 dark:bg-amber-900/40 dark:text-amber-400">Spain</span>
+                  ) : (
+                    <span className="text-gray-400 text-xs">Standard</span>
+                  )}
+                </td>
+                <td className="px-4 py-3 text-center">
+                  <button
+                    type="button"
+                    onClick={() => setExpandedId(expandedId === c.id ? null : c.id)}
+                    className="text-xs text-brand-600 hover:text-brand-800 font-medium"
+                  >
+                    {c.metroCities.length} cities {expandedId === c.id ? "▲" : "▼"}
+                  </button>
+                </td>
+                <td className="px-4 py-3 text-right">
+                  <button type="button" onClick={() => openEdit(c)} className="text-xs text-brand-600 hover:text-brand-800 font-medium">Edit</button>
+                </td>
+              </tr>
+            ))}
+          </tbody>
+        </table>
+      </div>
+
+      {/* Expanded Metro Cities */}
+      {expandedId && (() => {
+        const country = rows.find((c) => c.id === expandedId);
+        if (!country) return null;
+        return (
+          <div className="mt-4 bg-white dark:bg-gray-900 rounded-xl border border-gray-200 dark:border-gray-700 p-4">
+            <h3 className="text-sm font-semibold text-gray-700 dark:text-gray-300 mb-3">
+              Metro Cities for {country.name}
+            </h3>
+            <div className="flex flex-wrap gap-2 mb-3">
+              {country.metroCities.map((city) => (
+                <span key={city.id} className="inline-flex items-center gap-1.5 px-3 py-1 rounded-full text-sm bg-gray-100 dark:bg-gray-800 text-gray-700 dark:text-gray-300">
+                  {city.name}
+                  <button
+                    type="button"
+                    onClick={() => {
+                      if (confirm(`Delete metro city "${city.name}"?`)) {
+                        deleteCityMut.mutate({ id: city.id });
+                      }
+                    }}
+                    className="text-gray-400 hover:text-red-500 text-xs leading-none ml-1"
+                  >
+                    &times;
+                  </button>
+                </span>
+              ))}
+              {country.metroCities.length === 0 && (
+                <span className="text-sm text-gray-400">No metro cities yet</span>
+              )}
+            </div>
+            <div className="flex gap-2">
+              <input
+                type="text"
+                value={cityName}
+                onChange={(e) => setCityName(e.target.value)}
+                onKeyDown={(e) => { if (e.key === "Enter") handleAddCity(country.id); }}
+                placeholder="New city name..."
+                className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-1.5 text-sm bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400 flex-1"
+              />
+              <button
+                type="button"
+                onClick={() => handleAddCity(country.id)}
+                disabled={createCityMut.isPending || !cityName.trim()}
+                className="px-3 py-1.5 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+              >
+                Add
+              </button>
+            </div>
+          </div>
+        );
+      })()}
+
+      {/* Create/Edit Modal */}
+      {editing && (
+        <div className="fixed inset-0 bg-black/50 z-50 flex items-center justify-center p-4">
+          <div className="bg-white dark:bg-gray-900 rounded-xl shadow-2xl w-full max-w-lg mx-4 flex flex-col max-h-[90vh]">
+            <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200 dark:border-gray-700">
+              <h2 className="text-lg font-semibold text-gray-900 dark:text-gray-100">
+                {editing.id ? "Edit Country" : "Add Country"}
+              </h2>
+              <button type="button" onClick={() => setEditing(null)} className="text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 text-2xl leading-none">&times;</button>
+            </div>
+
+            <div className="overflow-y-auto flex-1 px-6 py-5 space-y-4">
+              <div className="grid grid-cols-2 gap-4">
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Code</label>
+                  <input
+                    type="text"
+                    value={editing.code}
+                    onChange={(e) => setEditing({ ...editing, code: e.target.value.toUpperCase() })}
+                    maxLength={3}
+                    placeholder="DE"
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400 font-mono"
+                  />
+                </div>
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Daily Hours</label>
+                  <input
+                    type="number"
+                    value={editing.dailyWorkingHours}
+                    onChange={(e) => setEditing({ ...editing, dailyWorkingHours: parseFloat(e.target.value) || 8 })}
+                    min={1}
+                    max={24}
+                    step={0.5}
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                  />
+                </div>
+              </div>
+
+              <div>
+                <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Name</label>
+                <input
+                  type="text"
+                  value={editing.name}
+                  onChange={(e) => setEditing({ ...editing, name: e.target.value })}
+                  placeholder="Germany"
+                  className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                />
+              </div>
+
+              {/* Spain Schedule Rules */}
+              <div className="border-t border-gray-200 dark:border-gray-700 pt-4">
+                <label className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300 cursor-pointer">
+                  <input
+                    type="checkbox"
+                    checked={editing.hasSpainRules}
+                    onChange={(e) => setEditing({ ...editing, hasSpainRules: e.target.checked })}
+                    className="rounded border-gray-300 text-brand-600 focus:ring-brand-500"
+                  />
+                  Variable schedule (Spain-type)
+                </label>
+
+                {editing.hasSpainRules && (
+                  <div className="mt-3 space-y-3 pl-6 border-l-2 border-amber-300 dark:border-amber-700">
+                    <div className="grid grid-cols-2 gap-3">
+                      <div>
+                        <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Friday Hours</label>
+                        <input
+                          type="number"
+                          value={editing.fridayHours}
+                          onChange={(e) => setEditing({ ...editing, fridayHours: parseFloat(e.target.value) || 6.5 })}
+                          step={0.5}
+                          className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                        />
+                      </div>
+                      <div>
+                        <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Regular Hours (Mon-Thu)</label>
+                        <input
+                          type="number"
+                          value={editing.regularHours}
+                          onChange={(e) => setEditing({ ...editing, regularHours: parseFloat(e.target.value) || 9 })}
+                          step={0.5}
+                          className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                        />
+                      </div>
+                    </div>
+                    <div className="grid grid-cols-3 gap-3">
+                      <div>
+                        <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Summer From</label>
+                        <input
+                          type="text"
+                          value={editing.summerFrom}
+                          onChange={(e) => setEditing({ ...editing, summerFrom: e.target.value })}
+                          placeholder="07-01"
+                          className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                        />
+                      </div>
+                      <div>
+                        <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Summer To</label>
+                        <input
+                          type="text"
+                          value={editing.summerTo}
+                          onChange={(e) => setEditing({ ...editing, summerTo: e.target.value })}
+                          placeholder="09-15"
+                          className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                        />
+                      </div>
+                      <div>
+                        <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Summer Hours</label>
+                        <input
+                          type="number"
+                          value={editing.summerHours}
+                          onChange={(e) => setEditing({ ...editing, summerHours: parseFloat(e.target.value) || 6.5 })}
+                          step={0.5}
+                          className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                        />
+                      </div>
+                    </div>
+                  </div>
+                )}
+              </div>
+            </div>
+
+            <div className="flex items-center justify-end px-6 py-4 border-t border-gray-200 dark:border-gray-700 gap-3">
+              <button type="button" onClick={() => setEditing(null)} className="px-4 py-2 text-sm text-gray-600 hover:text-gray-800 dark:text-gray-400 dark:hover:text-gray-200">Cancel</button>
+              <button
+                type="button"
+                onClick={handleSave}
+                disabled={isPending || !editing.code || !editing.name}
+                className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+              >
+                {isPending ? "Saving..." : editing.id ? "Update" : "Create"}
+              </button>
+            </div>
+          </div>
+        </div>
+      )}
+    </div>
+  );
+}

apps/web/src/components/admin/EffortRulesClient.tsx

@@ -0,0 +1,420 @@
+"use client";
+
+import { useState } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+
+type EffortUnitMode = "per_frame" | "per_item" | "flat";
+
+type EditingRule = {
+  id?: string;
+  scopeType: string;
+  discipline: string;
+  chapter: string;
+  unitMode: EffortUnitMode;
+  hoursPerUnit: number;
+  description: string;
+  sortOrder: number;
+};
+
+type EditingRuleSet = {
+  id?: string;
+  name: string;
+  description: string;
+  isDefault: boolean;
+  rules: EditingRule[];
+};
+
+const UNIT_MODE_LABELS: Record<EffortUnitMode, string> = {
+  per_frame: "Per frame",
+  per_item: "Per item",
+  flat: "Flat",
+};
+
+const SCOPE_TYPE_PRESETS = ["SHOT", "ASSET", "ENVIRONMENT", "SEQUENCE", "OTHER"];
+const DISCIPLINE_PRESETS = [
+  "3D Animation",
+  "3D Lighting",
+  "3D Modeling",
+  "3D Rigging",
+  "3D Environment",
+  "Compositing",
+  "Motion Graphics",
+  "Art Direction",
+  "Conception / R&D",
+  "Project Management",
+  "Production Supervisor",
+  "DataPrep",
+  "Audio Production",
+];
+
+const emptyRule: EditingRule = {
+  scopeType: "SHOT",
+  discipline: "",
+  chapter: "",
+  unitMode: "per_frame",
+  hoursPerUnit: 0,
+  description: "",
+  sortOrder: 0,
+};
+
+const emptyRuleSet: EditingRuleSet = {
+  name: "",
+  description: "",
+  isDefault: false,
+  rules: [],
+};
+
+export function EffortRulesClient() {
+  const utils = trpc.useUtils();
+  const { data: ruleSets, isLoading } = trpc.effortRule.list.useQuery();
+
+  const createMutation = trpc.effortRule.create.useMutation({
+    onSuccess: () => {
+      utils.effortRule.list.invalidate();
+      setEditing(null);
+    },
+  });
+  const updateMutation = trpc.effortRule.update.useMutation({
+    onSuccess: () => {
+      utils.effortRule.list.invalidate();
+      setEditing(null);
+    },
+  });
+  const deleteMutation = trpc.effortRule.delete.useMutation({
+    onSuccess: () => utils.effortRule.list.invalidate(),
+  });
+
+  const [editing, setEditing] = useState<EditingRuleSet | null>(null);
+  const [expandedId, setExpandedId] = useState<string | null>(null);
+
+  function handleSave() {
+    if (!editing) return;
+    const payload = {
+      name: editing.name,
+      description: editing.description || undefined,
+      isDefault: editing.isDefault,
+      rules: editing.rules.map((r, i) => ({
+        scopeType: r.scopeType,
+        discipline: r.discipline,
+        ...(r.chapter ? { chapter: r.chapter } : {}),
+        unitMode: r.unitMode,
+        hoursPerUnit: r.hoursPerUnit,
+        ...(r.description ? { description: r.description } : {}),
+        sortOrder: i,
+      })),
+    };
+
+    if (editing.id) {
+      updateMutation.mutate({ id: editing.id, ...payload });
+    } else {
+      createMutation.mutate(payload);
+    }
+  }
+
+  function handleEdit(ruleSet: NonNullable<typeof ruleSets>[number]) {
+    setEditing({
+      id: ruleSet.id,
+      name: ruleSet.name,
+      description: ruleSet.description ?? "",
+      isDefault: ruleSet.isDefault,
+      rules: ruleSet.rules.map((r) => ({
+        id: r.id,
+        scopeType: r.scopeType,
+        discipline: r.discipline,
+        chapter: r.chapter ?? "",
+        unitMode: r.unitMode as EffortUnitMode,
+        hoursPerUnit: r.hoursPerUnit,
+        description: r.description ?? "",
+        sortOrder: r.sortOrder,
+      })),
+    });
+  }
+
+  function addRule() {
+    if (!editing) return;
+    setEditing({
+      ...editing,
+      rules: [...editing.rules, { ...emptyRule, sortOrder: editing.rules.length }],
+    });
+  }
+
+  function removeRule(index: number) {
+    if (!editing) return;
+    setEditing({
+      ...editing,
+      rules: editing.rules.filter((_, i) => i !== index),
+    });
+  }
+
+  function updateRule(index: number, updates: Partial<EditingRule>) {
+    if (!editing) return;
+    setEditing({
+      ...editing,
+      rules: editing.rules.map((r, i) => (i === index ? { ...r, ...updates } : r)),
+    });
+  }
+
+  const isSaving = createMutation.isPending || updateMutation.isPending;
+
+  return (
+    <div className="mx-auto max-w-5xl space-y-6 p-6">
+      <div className="flex items-center justify-between">
+        <div>
+          <h1 className="text-2xl font-bold text-gray-900">Effort Rules</h1>
+          <p className="text-sm text-gray-500">
+            Define rules for auto-generating demand lines from scope items.
+          </p>
+        </div>
+        {!editing && (
+          <button
+            onClick={() => setEditing({ ...emptyRuleSet })}
+            className="rounded-2xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700"
+          >
+            New rule set
+          </button>
+        )}
+      </div>
+
+      {/* Editor */}
+      {editing && (
+        <div className="rounded-3xl border border-gray-200 bg-white p-6 shadow-sm">
+          <h2 className="mb-4 text-lg font-semibold text-gray-900">
+            {editing.id ? "Edit rule set" : "New rule set"}
+          </h2>
+
+          <div className="mb-4 grid grid-cols-1 gap-4 sm:grid-cols-2">
+            <div>
+              <label className="mb-1 block text-xs font-medium text-gray-500 uppercase">Name</label>
+              <input
+                value={editing.name}
+                onChange={(e) => setEditing({ ...editing, name: e.target.value })}
+                className="w-full rounded-xl border border-gray-300 px-3 py-2 text-sm"
+                placeholder="e.g. CGI Standard Rules"
+              />
+            </div>
+            <div>
+              <label className="mb-1 block text-xs font-medium text-gray-500 uppercase">Description</label>
+              <input
+                value={editing.description}
+                onChange={(e) => setEditing({ ...editing, description: e.target.value })}
+                className="w-full rounded-xl border border-gray-300 px-3 py-2 text-sm"
+                placeholder="Optional description"
+              />
+            </div>
+          </div>
+
+          <label className="mb-4 flex items-center gap-2 text-sm text-gray-600">
+            <input
+              type="checkbox"
+              checked={editing.isDefault}
+              onChange={(e) => setEditing({ ...editing, isDefault: e.target.checked })}
+              className="rounded border-gray-300"
+            />
+            Default rule set (auto-selected for new estimates)
+          </label>
+
+          {/* Rules table */}
+          <div className="mb-4">
+            <div className="mb-2 flex items-center justify-between">
+              <h3 className="text-sm font-semibold text-gray-700">Rules ({editing.rules.length})</h3>
+              <button
+                onClick={addRule}
+                className="rounded-xl border border-gray-300 px-3 py-1 text-xs font-medium text-gray-600 hover:bg-gray-50"
+              >
+                + Add rule
+              </button>
+            </div>
+
+            {editing.rules.length === 0 ? (
+              <p className="rounded-xl bg-gray-50 p-4 text-center text-sm text-gray-400">
+                No rules yet. Add rules to define how scope items expand into demand lines.
+              </p>
+            ) : (
+              <div className="overflow-x-auto">
+                <table className="w-full text-left text-sm">
+                  <thead>
+                    <tr className="border-b border-gray-200 text-xs uppercase tracking-wider text-gray-500">
+                      <th className="py-2 pr-2 font-medium">Scope type</th>
+                      <th className="px-2 py-2 font-medium">Discipline</th>
+                      <th className="px-2 py-2 font-medium">Chapter</th>
+                      <th className="px-2 py-2 font-medium">Unit mode</th>
+                      <th className="px-2 py-2 text-right font-medium">Hours/unit</th>
+                      <th className="pl-2 py-2 font-medium w-10"></th>
+                    </tr>
+                  </thead>
+                  <tbody>
+                    {editing.rules.map((rule, i) => (
+                      <tr key={i} className="border-b border-gray-100">
+                        <td className="py-2 pr-2">
+                          <select
+                            value={rule.scopeType}
+                            onChange={(e) => updateRule(i, { scopeType: e.target.value })}
+                            className="w-full rounded-lg border border-gray-200 px-2 py-1 text-sm"
+                          >
+                            {SCOPE_TYPE_PRESETS.map((t) => (
+                              <option key={t} value={t}>{t}</option>
+                            ))}
+                          </select>
+                        </td>
+                        <td className="px-2 py-2">
+                          <input
+                            value={rule.discipline}
+                            onChange={(e) => updateRule(i, { discipline: e.target.value })}
+                            list="discipline-presets"
+                            className="w-full rounded-lg border border-gray-200 px-2 py-1 text-sm"
+                            placeholder="Discipline"
+                          />
+                        </td>
+                        <td className="px-2 py-2">
+                          <input
+                            value={rule.chapter}
+                            onChange={(e) => updateRule(i, { chapter: e.target.value })}
+                            className="w-full rounded-lg border border-gray-200 px-2 py-1 text-sm"
+                            placeholder="Chapter"
+                          />
+                        </td>
+                        <td className="px-2 py-2">
+                          <select
+                            value={rule.unitMode}
+                            onChange={(e) => updateRule(i, { unitMode: e.target.value as EffortUnitMode })}
+                            className="w-full rounded-lg border border-gray-200 px-2 py-1 text-sm"
+                          >
+                            {(Object.entries(UNIT_MODE_LABELS) as [EffortUnitMode, string][]).map(([value, label]) => (
+                              <option key={value} value={value}>{label}</option>
+                            ))}
+                          </select>
+                        </td>
+                        <td className="px-2 py-2">
+                          <input
+                            type="number"
+                            step="0.01"
+                            min="0"
+                            value={rule.hoursPerUnit}
+                            onChange={(e) => updateRule(i, { hoursPerUnit: parseFloat(e.target.value) || 0 })}
+                            className="w-20 rounded-lg border border-gray-200 px-2 py-1 text-right text-sm tabular-nums"
+                          />
+                        </td>
+                        <td className="pl-2 py-2">
+                          <button
+                            onClick={() => removeRule(i)}
+                            className="text-red-400 hover:text-red-600"
+                            title="Remove"
+                          >
+                            x
+                          </button>
+                        </td>
+                      </tr>
+                    ))}
+                  </tbody>
+                </table>
+              </div>
+            )}
+          </div>
+
+          <datalist id="discipline-presets">
+            {DISCIPLINE_PRESETS.map((d) => (
+              <option key={d} value={d} />
+            ))}
+          </datalist>
+
+          <div className="flex gap-3">
+            <button
+              onClick={handleSave}
+              disabled={isSaving || !editing.name.trim()}
+              className="rounded-2xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700 disabled:opacity-50"
+            >
+              {isSaving ? "Saving..." : "Save"}
+            </button>
+            <button
+              onClick={() => setEditing(null)}
+              className="rounded-2xl border border-gray-300 px-4 py-2 text-sm font-medium text-gray-600 hover:bg-gray-50"
+            >
+              Cancel
+            </button>
+          </div>
+
+          {(createMutation.error || updateMutation.error) && (
+            <p className="mt-2 text-sm text-red-600">
+              {createMutation.error?.message || updateMutation.error?.message}
+            </p>
+          )}
+        </div>
+      )}
+
+      {/* List */}
+      {isLoading && <p className="text-center text-sm text-gray-400">Loading...</p>}
+
+      {ruleSets && ruleSets.length === 0 && !editing && (
+        <div className="rounded-3xl border border-gray-200 bg-gray-50 p-8 text-center text-sm text-gray-500">
+          No effort rule sets yet. Create one to define how scope items expand into demand lines.
+        </div>
+      )}
+
+      {ruleSets?.map((rs) => (
+        <div key={rs.id} className="rounded-3xl border border-gray-200 bg-white p-5 shadow-sm">
+          <div className="flex items-center justify-between">
+            <div className="flex items-center gap-3">
+              <h3 className="text-base font-semibold text-gray-900">{rs.name}</h3>
+              {rs.isDefault && (
+                <span className="rounded-full bg-brand-100 px-2 py-0.5 text-xs font-medium text-brand-700">Default</span>
+              )}
+              <span className="text-sm text-gray-500">{rs.rules.length} rules</span>
+            </div>
+            <div className="flex gap-2">
+              <button
+                onClick={() => setExpandedId(expandedId === rs.id ? null : rs.id)}
+                className="rounded-xl border border-gray-300 px-3 py-1 text-xs font-medium text-gray-600 hover:bg-gray-50"
+              >
+                {expandedId === rs.id ? "Collapse" : "Expand"}
+              </button>
+              <button
+                onClick={() => handleEdit(rs)}
+                className="rounded-xl border border-gray-300 px-3 py-1 text-xs font-medium text-gray-600 hover:bg-gray-50"
+              >
+                Edit
+              </button>
+              <button
+                onClick={() => {
+                  if (confirm(`Delete rule set "${rs.name}"?`)) {
+                    deleteMutation.mutate({ id: rs.id });
+                  }
+                }}
+                className="rounded-xl border border-red-200 px-3 py-1 text-xs font-medium text-red-600 hover:bg-red-50"
+              >
+                Delete
+              </button>
+            </div>
+          </div>
+          {rs.description && <p className="mt-1 text-sm text-gray-500">{rs.description}</p>}
+
+          {expandedId === rs.id && rs.rules.length > 0 && (
+            <div className="mt-3 overflow-x-auto">
+              <table className="w-full text-left text-sm">
+                <thead>
+                  <tr className="border-b border-gray-200 text-xs uppercase tracking-wider text-gray-500">
+                    <th className="py-2 pr-3 font-medium">Scope type</th>
+                    <th className="px-3 py-2 font-medium">Discipline</th>
+                    <th className="px-3 py-2 font-medium">Chapter</th>
+                    <th className="px-3 py-2 font-medium">Unit mode</th>
+                    <th className="pl-3 py-2 text-right font-medium">Hours/unit</th>
+                  </tr>
+                </thead>
+                <tbody>
+                  {rs.rules.map((r) => (
+                    <tr key={r.id} className="border-b border-gray-100">
+                      <td className="py-1.5 pr-3 text-gray-900">{r.scopeType}</td>
+                      <td className="px-3 py-1.5 text-gray-700">{r.discipline}</td>
+                      <td className="px-3 py-1.5 text-gray-500">{r.chapter || "\u2014"}</td>
+                      <td className="px-3 py-1.5 text-gray-500">{UNIT_MODE_LABELS[r.unitMode as EffortUnitMode] ?? r.unitMode}</td>
+                      <td className="pl-3 py-1.5 text-right tabular-nums text-gray-700">{r.hoursPerUnit}</td>
+                    </tr>
+                  ))}
+                </tbody>
+              </table>
+            </div>
+          )}
+        </div>
+      ))}
+    </div>
+  );
+}

apps/web/src/components/admin/ExperienceMultipliersClient.tsx

@@ -0,0 +1,475 @@
+"use client";
+
+import { useState } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+
+type EditingRule = {
+  id?: string;
+  chapter: string;
+  location: string;
+  level: string;
+  costMultiplier: number;
+  billMultiplier: number;
+  shoringRatio: string;
+  additionalEffortRatio: string;
+  description: string;
+  sortOrder: number;
+};
+
+type EditingSet = {
+  id?: string;
+  name: string;
+  description: string;
+  isDefault: boolean;
+  rules: EditingRule[];
+};
+
+const CHAPTER_PRESETS = [
+  "Animation",
+  "Compositing",
+  "3D Modeling",
+  "3D Lighting",
+  "3D Rigging",
+  "3D Environment",
+  "Motion Graphics",
+  "Art Direction",
+  "Project Management",
+];
+
+const LOCATION_PRESETS = [
+  "Germany",
+  "India",
+  "Poland",
+  "Romania",
+  "Spain",
+  "UK",
+  "USA",
+  "Canada",
+];
+
+const LEVEL_PRESETS = [
+  "Junior",
+  "Mid",
+  "Senior",
+  "Lead",
+  "Principal",
+];
+
+const emptyRule: EditingRule = {
+  chapter: "",
+  location: "",
+  level: "",
+  costMultiplier: 1.0,
+  billMultiplier: 1.0,
+  shoringRatio: "",
+  additionalEffortRatio: "",
+  description: "",
+  sortOrder: 0,
+};
+
+const emptySet: EditingSet = {
+  name: "",
+  description: "",
+  isDefault: false,
+  rules: [],
+};
+
+export function ExperienceMultipliersClient() {
+  const utils = trpc.useUtils();
+  const { data: sets, isLoading } = trpc.experienceMultiplier.list.useQuery();
+
+  const createMutation = trpc.experienceMultiplier.create.useMutation({
+    onSuccess: () => {
+      utils.experienceMultiplier.list.invalidate();
+      setEditing(null);
+    },
+  });
+  const updateMutation = trpc.experienceMultiplier.update.useMutation({
+    onSuccess: () => {
+      utils.experienceMultiplier.list.invalidate();
+      setEditing(null);
+    },
+  });
+  const deleteMutation = trpc.experienceMultiplier.delete.useMutation({
+    onSuccess: () => utils.experienceMultiplier.list.invalidate(),
+  });
+
+  const [editing, setEditing] = useState<EditingSet | null>(null);
+  const [expandedId, setExpandedId] = useState<string | null>(null);
+
+  function handleSave() {
+    if (!editing) return;
+    const payload = {
+      name: editing.name,
+      description: editing.description || undefined,
+      isDefault: editing.isDefault,
+      rules: editing.rules.map((r, i) => ({
+        ...(r.chapter ? { chapter: r.chapter } : {}),
+        ...(r.location ? { location: r.location } : {}),
+        ...(r.level ? { level: r.level } : {}),
+        costMultiplier: r.costMultiplier,
+        billMultiplier: r.billMultiplier,
+        ...(r.shoringRatio !== "" ? { shoringRatio: parseFloat(r.shoringRatio) } : {}),
+        ...(r.additionalEffortRatio !== "" ? { additionalEffortRatio: parseFloat(r.additionalEffortRatio) } : {}),
+        ...(r.description ? { description: r.description } : {}),
+        sortOrder: i,
+      })),
+    };
+
+    if (editing.id) {
+      updateMutation.mutate({ id: editing.id, ...payload });
+    } else {
+      createMutation.mutate(payload);
+    }
+  }
+
+  function handleEdit(set: NonNullable<typeof sets>[number]) {
+    setEditing({
+      id: set.id,
+      name: set.name,
+      description: set.description ?? "",
+      isDefault: set.isDefault,
+      rules: set.rules.map((r) => ({
+        id: r.id,
+        chapter: r.chapter ?? "",
+        location: r.location ?? "",
+        level: r.level ?? "",
+        costMultiplier: r.costMultiplier,
+        billMultiplier: r.billMultiplier,
+        shoringRatio: r.shoringRatio != null ? String(r.shoringRatio) : "",
+        additionalEffortRatio: r.additionalEffortRatio != null ? String(r.additionalEffortRatio) : "",
+        description: r.description ?? "",
+        sortOrder: r.sortOrder,
+      })),
+    });
+  }
+
+  function addRule() {
+    if (!editing) return;
+    setEditing({
+      ...editing,
+      rules: [...editing.rules, { ...emptyRule, sortOrder: editing.rules.length }],
+    });
+  }
+
+  function removeRule(index: number) {
+    if (!editing) return;
+    setEditing({
+      ...editing,
+      rules: editing.rules.filter((_, i) => i !== index),
+    });
+  }
+
+  function updateRule(index: number, updates: Partial<EditingRule>) {
+    if (!editing) return;
+    setEditing({
+      ...editing,
+      rules: editing.rules.map((r, i) => (i === index ? { ...r, ...updates } : r)),
+    });
+  }
+
+  const isSaving = createMutation.isPending || updateMutation.isPending;
+
+  return (
+    <div className="mx-auto max-w-6xl space-y-6 p-6">
+      <div className="flex items-center justify-between">
+        <div>
+          <h1 className="text-2xl font-bold text-gray-900">Experience Multipliers</h1>
+          <p className="text-sm text-gray-500">
+            Define rate and effort adjustments by chapter, location, and experience level.
+          </p>
+        </div>
+        {!editing && (
+          <button
+            onClick={() => setEditing({ ...emptySet })}
+            className="rounded-2xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700"
+          >
+            New multiplier set
+          </button>
+        )}
+      </div>
+
+      {/* Editor */}
+      {editing && (
+        <div className="rounded-3xl border border-gray-200 bg-white p-6 shadow-sm">
+          <h2 className="mb-4 text-lg font-semibold text-gray-900">
+            {editing.id ? "Edit multiplier set" : "New multiplier set"}
+          </h2>
+
+          <div className="mb-4 grid grid-cols-1 gap-4 sm:grid-cols-2">
+            <div>
+              <label className="mb-1 block text-xs font-medium text-gray-500 uppercase">Name</label>
+              <input
+                value={editing.name}
+                onChange={(e) => setEditing({ ...editing, name: e.target.value })}
+                className="w-full rounded-xl border border-gray-300 px-3 py-2 text-sm"
+                placeholder="e.g. CGI Standard Multipliers"
+              />
+            </div>
+            <div>
+              <label className="mb-1 block text-xs font-medium text-gray-500 uppercase">Description</label>
+              <input
+                value={editing.description}
+                onChange={(e) => setEditing({ ...editing, description: e.target.value })}
+                className="w-full rounded-xl border border-gray-300 px-3 py-2 text-sm"
+                placeholder="Optional description"
+              />
+            </div>
+          </div>
+
+          <label className="mb-4 flex items-center gap-2 text-sm text-gray-600">
+            <input
+              type="checkbox"
+              checked={editing.isDefault}
+              onChange={(e) => setEditing({ ...editing, isDefault: e.target.checked })}
+              className="rounded border-gray-300"
+            />
+            Default set (auto-selected when applying multipliers)
+          </label>
+
+          {/* Rules table */}
+          <div className="mb-4">
+            <div className="mb-2 flex items-center justify-between">
+              <h3 className="text-sm font-semibold text-gray-700">Rules ({editing.rules.length})</h3>
+              <button
+                onClick={addRule}
+                className="rounded-xl border border-gray-300 px-3 py-1 text-xs font-medium text-gray-600 hover:bg-gray-50"
+              >
+                + Add rule
+              </button>
+            </div>
+
+            {editing.rules.length === 0 ? (
+              <p className="rounded-xl bg-gray-50 p-4 text-center text-sm text-gray-400">
+                No rules yet. Add rules to define rate and effort adjustments.
+              </p>
+            ) : (
+              <div className="overflow-x-auto">
+                <table className="w-full text-left text-sm">
+                  <thead>
+                    <tr className="border-b border-gray-200 text-xs uppercase tracking-wider text-gray-500">
+                      <th className="py-2 pr-2 font-medium">Chapter</th>
+                      <th className="px-2 py-2 font-medium">Location</th>
+                      <th className="px-2 py-2 font-medium">Level</th>
+                      <th className="px-2 py-2 text-right font-medium">Cost mult.</th>
+                      <th className="px-2 py-2 text-right font-medium">Bill mult.</th>
+                      <th className="px-2 py-2 text-right font-medium">Shoring %</th>
+                      <th className="px-2 py-2 text-right font-medium">Add. effort %</th>
+                      <th className="pl-2 py-2 font-medium w-10"></th>
+                    </tr>
+                  </thead>
+                  <tbody>
+                    {editing.rules.map((rule, i) => (
+                      <tr key={i} className="border-b border-gray-100">
+                        <td className="py-2 pr-2">
+                          <input
+                            value={rule.chapter}
+                            onChange={(e) => updateRule(i, { chapter: e.target.value })}
+                            list="chapter-presets"
+                            className="w-full rounded-lg border border-gray-200 px-2 py-1 text-sm"
+                            placeholder="Any"
+                          />
+                        </td>
+                        <td className="px-2 py-2">
+                          <input
+                            value={rule.location}
+                            onChange={(e) => updateRule(i, { location: e.target.value })}
+                            list="location-presets"
+                            className="w-full rounded-lg border border-gray-200 px-2 py-1 text-sm"
+                            placeholder="Any"
+                          />
+                        </td>
+                        <td className="px-2 py-2">
+                          <input
+                            value={rule.level}
+                            onChange={(e) => updateRule(i, { level: e.target.value })}
+                            list="level-presets"
+                            className="w-full rounded-lg border border-gray-200 px-2 py-1 text-sm"
+                            placeholder="Any"
+                          />
+                        </td>
+                        <td className="px-2 py-2">
+                          <input
+                            type="number"
+                            step="0.01"
+                            min="0"
+                            value={rule.costMultiplier}
+                            onChange={(e) => updateRule(i, { costMultiplier: parseFloat(e.target.value) || 0 })}
+                            className="w-20 rounded-lg border border-gray-200 px-2 py-1 text-right text-sm tabular-nums"
+                          />
+                        </td>
+                        <td className="px-2 py-2">
+                          <input
+                            type="number"
+                            step="0.01"
+                            min="0"
+                            value={rule.billMultiplier}
+                            onChange={(e) => updateRule(i, { billMultiplier: parseFloat(e.target.value) || 0 })}
+                            className="w-20 rounded-lg border border-gray-200 px-2 py-1 text-right text-sm tabular-nums"
+                          />
+                        </td>
+                        <td className="px-2 py-2">
+                          <input
+                            type="number"
+                            step="0.01"
+                            min="0"
+                            max="1"
+                            value={rule.shoringRatio}
+                            onChange={(e) => updateRule(i, { shoringRatio: e.target.value })}
+                            className="w-20 rounded-lg border border-gray-200 px-2 py-1 text-right text-sm tabular-nums"
+                            placeholder="-"
+                          />
+                        </td>
+                        <td className="px-2 py-2">
+                          <input
+                            type="number"
+                            step="0.01"
+                            min="0"
+                            value={rule.additionalEffortRatio}
+                            onChange={(e) => updateRule(i, { additionalEffortRatio: e.target.value })}
+                            className="w-20 rounded-lg border border-gray-200 px-2 py-1 text-right text-sm tabular-nums"
+                            placeholder="-"
+                          />
+                        </td>
+                        <td className="pl-2 py-2">
+                          <button
+                            onClick={() => removeRule(i)}
+                            className="text-red-400 hover:text-red-600"
+                            title="Remove"
+                          >
+                            x
+                          </button>
+                        </td>
+                      </tr>
+                    ))}
+                  </tbody>
+                </table>
+              </div>
+            )}
+          </div>
+
+          <datalist id="chapter-presets">
+            {CHAPTER_PRESETS.map((d) => (
+              <option key={d} value={d} />
+            ))}
+          </datalist>
+          <datalist id="location-presets">
+            {LOCATION_PRESETS.map((d) => (
+              <option key={d} value={d} />
+            ))}
+          </datalist>
+          <datalist id="level-presets">
+            {LEVEL_PRESETS.map((d) => (
+              <option key={d} value={d} />
+            ))}
+          </datalist>
+
+          <div className="flex gap-3">
+            <button
+              onClick={handleSave}
+              disabled={isSaving || !editing.name.trim()}
+              className="rounded-2xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700 disabled:opacity-50"
+            >
+              {isSaving ? "Saving..." : "Save"}
+            </button>
+            <button
+              onClick={() => setEditing(null)}
+              className="rounded-2xl border border-gray-300 px-4 py-2 text-sm font-medium text-gray-600 hover:bg-gray-50"
+            >
+              Cancel
+            </button>
+          </div>
+
+          {(createMutation.error || updateMutation.error) && (
+            <p className="mt-2 text-sm text-red-600">
+              {createMutation.error?.message || updateMutation.error?.message}
+            </p>
+          )}
+        </div>
+      )}
+
+      {/* List */}
+      {isLoading && <p className="text-center text-sm text-gray-400">Loading...</p>}
+
+      {sets && sets.length === 0 && !editing && (
+        <div className="rounded-3xl border border-gray-200 bg-gray-50 p-8 text-center text-sm text-gray-500">
+          No experience multiplier sets yet. Create one to define rate and effort adjustments.
+        </div>
+      )}
+
+      {sets?.map((s) => (
+        <div key={s.id} className="rounded-3xl border border-gray-200 bg-white p-5 shadow-sm">
+          <div className="flex items-center justify-between">
+            <div className="flex items-center gap-3">
+              <h3 className="text-base font-semibold text-gray-900">{s.name}</h3>
+              {s.isDefault && (
+                <span className="rounded-full bg-brand-100 px-2 py-0.5 text-xs font-medium text-brand-700">Default</span>
+              )}
+              <span className="text-sm text-gray-500">{s.rules.length} rules</span>
+            </div>
+            <div className="flex gap-2">
+              <button
+                onClick={() => setExpandedId(expandedId === s.id ? null : s.id)}
+                className="rounded-xl border border-gray-300 px-3 py-1 text-xs font-medium text-gray-600 hover:bg-gray-50"
+              >
+                {expandedId === s.id ? "Collapse" : "Expand"}
+              </button>
+              <button
+                onClick={() => handleEdit(s)}
+                className="rounded-xl border border-gray-300 px-3 py-1 text-xs font-medium text-gray-600 hover:bg-gray-50"
+              >
+                Edit
+              </button>
+              <button
+                onClick={() => {
+                  if (confirm(`Delete multiplier set "${s.name}"?`)) {
+                    deleteMutation.mutate({ id: s.id });
+                  }
+                }}
+                className="rounded-xl border border-red-200 px-3 py-1 text-xs font-medium text-red-600 hover:bg-red-50"
+              >
+                Delete
+              </button>
+            </div>
+          </div>
+          {s.description && <p className="mt-1 text-sm text-gray-500">{s.description}</p>}
+
+          {expandedId === s.id && s.rules.length > 0 && (
+            <div className="mt-3 overflow-x-auto">
+              <table className="w-full text-left text-sm">
+                <thead>
+                  <tr className="border-b border-gray-200 text-xs uppercase tracking-wider text-gray-500">
+                    <th className="py-2 pr-3 font-medium">Chapter</th>
+                    <th className="px-3 py-2 font-medium">Location</th>
+                    <th className="px-3 py-2 font-medium">Level</th>
+                    <th className="px-3 py-2 text-right font-medium">Cost mult.</th>
+                    <th className="px-3 py-2 text-right font-medium">Bill mult.</th>
+                    <th className="px-3 py-2 text-right font-medium">Shoring</th>
+                    <th className="pl-3 py-2 text-right font-medium">Add. effort</th>
+                  </tr>
+                </thead>
+                <tbody>
+                  {s.rules.map((r) => (
+                    <tr key={r.id} className="border-b border-gray-100">
+                      <td className="py-1.5 pr-3 text-gray-900">{r.chapter || "\u2014"}</td>
+                      <td className="px-3 py-1.5 text-gray-700">{r.location || "\u2014"}</td>
+                      <td className="px-3 py-1.5 text-gray-500">{r.level || "\u2014"}</td>
+                      <td className="px-3 py-1.5 text-right tabular-nums text-gray-700">{r.costMultiplier.toFixed(2)}x</td>
+                      <td className="px-3 py-1.5 text-right tabular-nums text-gray-700">{r.billMultiplier.toFixed(2)}x</td>
+                      <td className="px-3 py-1.5 text-right tabular-nums text-gray-500">
+                        {r.shoringRatio != null ? `${(r.shoringRatio * 100).toFixed(0)}%` : "\u2014"}
+                      </td>
+                      <td className="pl-3 py-1.5 text-right tabular-nums text-gray-500">
+                        {r.additionalEffortRatio != null ? `${(r.additionalEffortRatio * 100).toFixed(0)}%` : "\u2014"}
+                      </td>
+                    </tr>
+                  ))}
+                </tbody>
+              </table>
+            </div>
+          )}
+        </div>
+      ))}
+    </div>
+  );
+}

apps/web/src/components/admin/ManagementLevelsClient.tsx

@@ -0,0 +1,322 @@
+"use client";
+
+import { useState } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+
+type LevelRow = { id: string; name: string; groupId: string };
+type GroupRow = {
+  id: string;
+  name: string;
+  targetPercentage: number;
+  sortOrder: number;
+  levels: LevelRow[];
+};
+
+type EditingGroup = {
+  id?: string;
+  name: string;
+  targetPercentage: number;
+  sortOrder: number;
+};
+
+type EditingLevel = {
+  id?: string;
+  name: string;
+  groupId: string;
+};
+
+export function ManagementLevelsClient() {
+  const [editingGroup, setEditingGroup] = useState<EditingGroup | null>(null);
+  const [editingLevel, setEditingLevel] = useState<EditingLevel | null>(null);
+  const [error, setError] = useState<string | null>(null);
+
+  const utils = trpc.useUtils();
+  const { data: groups, isLoading } = trpc.managementLevel.listGroups.useQuery();
+
+  const createGroupMut = trpc.managementLevel.createGroup.useMutation({
+    onSuccess: () => { void utils.managementLevel.listGroups.invalidate(); setEditingGroup(null); },
+    onError: (e) => setError(e.message),
+  });
+  const updateGroupMut = trpc.managementLevel.updateGroup.useMutation({
+    onSuccess: () => { void utils.managementLevel.listGroups.invalidate(); setEditingGroup(null); },
+    onError: (e) => setError(e.message),
+  });
+  const createLevelMut = trpc.managementLevel.createLevel.useMutation({
+    onSuccess: () => { void utils.managementLevel.listGroups.invalidate(); setEditingLevel(null); },
+    onError: (e) => setError(e.message),
+  });
+  const updateLevelMut = trpc.managementLevel.updateLevel.useMutation({
+    onSuccess: () => { void utils.managementLevel.listGroups.invalidate(); setEditingLevel(null); },
+    onError: (e) => setError(e.message),
+  });
+  const deleteLevelMut = trpc.managementLevel.deleteLevel.useMutation({
+    onSuccess: () => void utils.managementLevel.listGroups.invalidate(),
+    onError: (e) => setError(e.message),
+  });
+
+  function openCreateGroup() {
+    const maxOrder = Math.max(0, ...(groups ?? []).map((g) => (g as unknown as GroupRow).sortOrder));
+    setEditingGroup({ name: "", targetPercentage: 0, sortOrder: maxOrder + 1 });
+    setError(null);
+  }
+
+  function openEditGroup(g: GroupRow) {
+    setEditingGroup({ id: g.id, name: g.name, targetPercentage: g.targetPercentage, sortOrder: g.sortOrder });
+    setError(null);
+  }
+
+  function handleSaveGroup() {
+    if (!editingGroup) return;
+    setError(null);
+    if (editingGroup.id) {
+      updateGroupMut.mutate({
+        id: editingGroup.id,
+        data: { name: editingGroup.name, targetPercentage: editingGroup.targetPercentage, sortOrder: editingGroup.sortOrder },
+      });
+    } else {
+      createGroupMut.mutate({
+        name: editingGroup.name,
+        targetPercentage: editingGroup.targetPercentage,
+        sortOrder: editingGroup.sortOrder,
+      });
+    }
+  }
+
+  function openCreateLevel(groupId: string) {
+    setEditingLevel({ name: "", groupId });
+    setError(null);
+  }
+
+  function openEditLevel(l: LevelRow) {
+    setEditingLevel({ id: l.id, name: l.name, groupId: l.groupId });
+    setError(null);
+  }
+
+  function handleSaveLevel() {
+    if (!editingLevel) return;
+    setError(null);
+    if (editingLevel.id) {
+      updateLevelMut.mutate({
+        id: editingLevel.id,
+        data: { name: editingLevel.name, groupId: editingLevel.groupId },
+      });
+    } else {
+      createLevelMut.mutate({ name: editingLevel.name, groupId: editingLevel.groupId });
+    }
+  }
+
+  const isGroupPending = createGroupMut.isPending || updateGroupMut.isPending;
+  const isLevelPending = createLevelMut.isPending || updateLevelMut.isPending;
+  const rows = (groups ?? []) as unknown as GroupRow[];
+
+  return (
+    <div className="p-6 max-w-5xl mx-auto">
+      <div className="flex items-center justify-between mb-6">
+        <div>
+          <h1 className="text-2xl font-bold text-gray-900 dark:text-gray-50">Management Levels</h1>
+          <p className="text-sm text-gray-500 dark:text-gray-400 mt-1">
+            Level groups with chargeability targets and individual levels
+          </p>
+        </div>
+        <button
+          type="button"
+          onClick={openCreateGroup}
+          className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium"
+        >
+          + Add Group
+        </button>
+      </div>
+
+      {error && (
+        <div className="mb-4 rounded-lg bg-red-50 dark:bg-red-900/20 border border-red-200 dark:border-red-700 px-4 py-3 text-sm text-red-700 dark:text-red-400 flex items-center justify-between">
+          {error}
+          <button type="button" onClick={() => setError(null)} className="text-red-400 hover:text-red-600 text-lg leading-none">&times;</button>
+        </div>
+      )}
+
+      {isLoading && <div className="text-center py-8 text-gray-400">Loading...</div>}
+
+      <div className="space-y-4">
+        {rows.map((group) => (
+          <div key={group.id} className="bg-white dark:bg-gray-900 rounded-xl border border-gray-200 dark:border-gray-700 overflow-hidden">
+            {/* Group header */}
+            <div className="flex items-center justify-between px-4 py-3 bg-gray-50 dark:bg-gray-800/50 border-b border-gray-200 dark:border-gray-700">
+              <div className="flex items-center gap-3">
+                <h3 className="font-semibold text-gray-900 dark:text-gray-100">{group.name}</h3>
+                <span className="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-blue-100 text-blue-700 dark:bg-blue-900/40 dark:text-blue-400">
+                  Target: {Math.round(group.targetPercentage * 100)}%
+                </span>
+              </div>
+              <div className="flex gap-2">
+                <button
+                  type="button"
+                  onClick={() => openCreateLevel(group.id)}
+                  className="text-xs text-green-600 hover:text-green-800 font-medium"
+                >
+                  + Level
+                </button>
+                <button
+                  type="button"
+                  onClick={() => openEditGroup(group)}
+                  className="text-xs text-brand-600 hover:text-brand-800 font-medium"
+                >
+                  Edit Group
+                </button>
+              </div>
+            </div>
+
+            {/* Levels */}
+            <div className="divide-y divide-gray-100 dark:divide-gray-800">
+              {group.levels.length === 0 && (
+                <div className="px-4 py-3 text-sm text-gray-400">No levels in this group yet.</div>
+              )}
+              {group.levels.map((level) => (
+                <div key={level.id} className="flex items-center justify-between px-4 py-2.5 hover:bg-gray-50 dark:hover:bg-gray-800/30 group">
+                  <span className="text-sm text-gray-900 dark:text-gray-100">{level.name}</span>
+                  <div className="flex gap-2 opacity-0 group-hover:opacity-100 transition-opacity">
+                    <button
+                      type="button"
+                      onClick={() => openEditLevel(level)}
+                      className="text-xs text-brand-600 hover:text-brand-800 font-medium"
+                    >
+                      Edit
+                    </button>
+                    <button
+                      type="button"
+                      onClick={() => {
+                        if (confirm(`Delete level "${level.name}"?`)) {
+                          deleteLevelMut.mutate({ id: level.id });
+                        }
+                      }}
+                      className="text-xs text-red-500 hover:text-red-700 font-medium"
+                    >
+                      Delete
+                    </button>
+                  </div>
+                </div>
+              ))}
+            </div>
+          </div>
+        ))}
+
+        {!isLoading && rows.length === 0 && (
+          <div className="text-center py-8 text-gray-400">No management level groups yet.</div>
+        )}
+      </div>
+
+      {/* Group Modal */}
+      {editingGroup && (
+        <div className="fixed inset-0 bg-black/50 z-50 flex items-center justify-center p-4">
+          <div className="bg-white dark:bg-gray-900 rounded-xl shadow-2xl w-full max-w-md mx-4">
+            <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200 dark:border-gray-700">
+              <h2 className="text-lg font-semibold text-gray-900 dark:text-gray-100">
+                {editingGroup.id ? "Edit Group" : "Add Group"}
+              </h2>
+              <button type="button" onClick={() => setEditingGroup(null)} className="text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 text-2xl leading-none">&times;</button>
+            </div>
+
+            <div className="px-6 py-5 space-y-4">
+              <div>
+                <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Name</label>
+                <input
+                  type="text"
+                  value={editingGroup.name}
+                  onChange={(e) => setEditingGroup({ ...editingGroup, name: e.target.value })}
+                  placeholder="e.g. Senior Management"
+                  className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                />
+              </div>
+
+              <div className="grid grid-cols-2 gap-4">
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Target % (0-100)</label>
+                  <input
+                    type="number"
+                    value={Math.round(editingGroup.targetPercentage * 100)}
+                    onChange={(e) => setEditingGroup({ ...editingGroup, targetPercentage: (parseInt(e.target.value) || 0) / 100 })}
+                    min={0}
+                    max={100}
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                  />
+                </div>
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Sort Order</label>
+                  <input
+                    type="number"
+                    value={editingGroup.sortOrder}
+                    onChange={(e) => setEditingGroup({ ...editingGroup, sortOrder: parseInt(e.target.value) || 0 })}
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                  />
+                </div>
+              </div>
+            </div>
+
+            <div className="flex items-center justify-end px-6 py-4 border-t border-gray-200 dark:border-gray-700 gap-3">
+              <button type="button" onClick={() => setEditingGroup(null)} className="px-4 py-2 text-sm text-gray-600 hover:text-gray-800 dark:text-gray-400 dark:hover:text-gray-200">Cancel</button>
+              <button
+                type="button"
+                onClick={handleSaveGroup}
+                disabled={isGroupPending || !editingGroup.name}
+                className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+              >
+                {isGroupPending ? "Saving..." : editingGroup.id ? "Update" : "Create"}
+              </button>
+            </div>
+          </div>
+        </div>
+      )}
+
+      {/* Level Modal */}
+      {editingLevel && (
+        <div className="fixed inset-0 bg-black/50 z-50 flex items-center justify-center p-4">
+          <div className="bg-white dark:bg-gray-900 rounded-xl shadow-2xl w-full max-w-sm mx-4">
+            <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200 dark:border-gray-700">
+              <h2 className="text-lg font-semibold text-gray-900 dark:text-gray-100">
+                {editingLevel.id ? "Edit Level" : "Add Level"}
+              </h2>
+              <button type="button" onClick={() => setEditingLevel(null)} className="text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 text-2xl leading-none">&times;</button>
+            </div>
+
+            <div className="px-6 py-5 space-y-4">
+              <div>
+                <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Level Name</label>
+                <input
+                  type="text"
+                  value={editingLevel.name}
+                  onChange={(e) => setEditingLevel({ ...editingLevel, name: e.target.value })}
+                  placeholder="e.g. Managing Director"
+                  className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                />
+              </div>
+
+              <div>
+                <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Group</label>
+                <select
+                  value={editingLevel.groupId}
+                  onChange={(e) => setEditingLevel({ ...editingLevel, groupId: e.target.value })}
+                  className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                >
+                  {rows.map((g) => (
+                    <option key={g.id} value={g.id}>{g.name}</option>
+                  ))}
+                </select>
+              </div>
+            </div>
+
+            <div className="flex items-center justify-end px-6 py-4 border-t border-gray-200 dark:border-gray-700 gap-3">
+              <button type="button" onClick={() => setEditingLevel(null)} className="px-4 py-2 text-sm text-gray-600 hover:text-gray-800 dark:text-gray-400 dark:hover:text-gray-200">Cancel</button>
+              <button
+                type="button"
+                onClick={handleSaveLevel}
+                disabled={isLevelPending || !editingLevel.name}
+                className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+              >
+                {isLevelPending ? "Saving..." : editingLevel.id ? "Update" : "Create"}
+              </button>
+            </div>
+          </div>
+        </div>
+      )}
+    </div>
+  );
+}

apps/web/src/components/admin/OrgUnitsClient.tsx

@@ -0,0 +1,282 @@
+"use client";
+
+import { useState } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+
+type OrgUnitRow = {
+  id: string;
+  name: string;
+  shortName: string | null;
+  level: number;
+  parentId: string | null;
+  sortOrder: number;
+  isActive: boolean;
+};
+
+type OrgUnitNode = OrgUnitRow & { children: OrgUnitNode[] };
+
+type EditingUnit = {
+  id?: string;
+  name: string;
+  shortName: string;
+  level: number;
+  parentId: string;
+  sortOrder: number;
+};
+
+const LEVEL_LABELS: Record<number, string> = { 5: "L5 — Division", 6: "L6 — Department", 7: "L7 — Team" };
+const LEVEL_COLORS: Record<number, string> = {
+  5: "bg-purple-100 text-purple-700 dark:bg-purple-900/40 dark:text-purple-400",
+  6: "bg-blue-100 text-blue-700 dark:bg-blue-900/40 dark:text-blue-400",
+  7: "bg-green-100 text-green-700 dark:bg-green-900/40 dark:text-green-400",
+};
+
+function TreeNode({
+  node,
+  onEdit,
+  depth = 0,
+}: {
+  node: OrgUnitNode;
+  onEdit: (u: OrgUnitRow) => void;
+  depth?: number;
+}) {
+  const [expanded, setExpanded] = useState(true);
+  const hasChildren = node.children.length > 0;
+
+  return (
+    <div>
+      <div
+        className="flex items-center gap-2 py-2 px-3 hover:bg-gray-50 dark:hover:bg-gray-800/30 rounded-lg group"
+        style={{ paddingLeft: `${depth * 24 + 12}px` }}
+      >
+        {hasChildren ? (
+          <button
+            type="button"
+            onClick={() => setExpanded(!expanded)}
+            className="w-5 h-5 flex items-center justify-center text-gray-400 hover:text-gray-600 text-xs"
+          >
+            {expanded ? "▼" : "▶"}
+          </button>
+        ) : (
+          <span className="w-5" />
+        )}
+        <span className={`inline-flex items-center px-1.5 py-0.5 rounded text-xs font-medium ${LEVEL_COLORS[node.level] ?? "bg-gray-100 text-gray-600"}`}>
+          L{node.level}
+        </span>
+        <span className="text-sm font-medium text-gray-900 dark:text-gray-100 flex-1">
+          {node.name}
+          {node.shortName && <span className="text-gray-400 ml-1">({node.shortName})</span>}
+        </span>
+        {!node.isActive && (
+          <span className="text-xs text-gray-400 italic">inactive</span>
+        )}
+        <button
+          type="button"
+          onClick={() => onEdit(node)}
+          className="text-xs text-brand-600 hover:text-brand-800 font-medium opacity-0 group-hover:opacity-100 transition-opacity"
+        >
+          Edit
+        </button>
+      </div>
+      {expanded && node.children.map((child) => (
+        <TreeNode key={child.id} node={child} onEdit={onEdit} depth={depth + 1} />
+      ))}
+    </div>
+  );
+}
+
+export function OrgUnitsClient() {
+  const [editing, setEditing] = useState<EditingUnit | null>(null);
+  const [error, setError] = useState<string | null>(null);
+
+  const utils = trpc.useUtils();
+  const { data: tree, isLoading } = trpc.orgUnit.getTree.useQuery();
+  const { data: flatList } = trpc.orgUnit.list.useQuery();
+
+  const createMut = trpc.orgUnit.create.useMutation({
+    onSuccess: () => { void utils.orgUnit.getTree.invalidate(); void utils.orgUnit.list.invalidate(); setEditing(null); },
+    onError: (e) => setError(e.message),
+  });
+  const updateMut = trpc.orgUnit.update.useMutation({
+    onSuccess: () => { void utils.orgUnit.getTree.invalidate(); void utils.orgUnit.list.invalidate(); setEditing(null); },
+    onError: (e) => setError(e.message),
+  });
+
+  const allUnits = (flatList ?? []) as unknown as OrgUnitRow[];
+
+  function openCreate(level: number, parentId?: string) {
+    setEditing({
+      name: "",
+      shortName: "",
+      level,
+      parentId: parentId ?? "",
+      sortOrder: 0,
+    });
+    setError(null);
+  }
+
+  function openEdit(u: OrgUnitRow) {
+    setEditing({
+      id: u.id,
+      name: u.name,
+      shortName: u.shortName ?? "",
+      level: u.level,
+      parentId: u.parentId ?? "",
+      sortOrder: u.sortOrder,
+    });
+    setError(null);
+  }
+
+  function handleSave() {
+    if (!editing) return;
+    setError(null);
+
+    if (editing.id) {
+      updateMut.mutate({
+        id: editing.id,
+        data: {
+          name: editing.name,
+          shortName: editing.shortName || undefined,
+          sortOrder: editing.sortOrder,
+          parentId: editing.parentId || undefined,
+        },
+      });
+    } else {
+      createMut.mutate({
+        name: editing.name,
+        shortName: editing.shortName || undefined,
+        level: editing.level,
+        parentId: editing.parentId || undefined,
+        sortOrder: editing.sortOrder,
+      });
+    }
+  }
+
+  // Possible parents for the editing unit (must be lower level number)
+  const possibleParents = editing
+    ? allUnits.filter((u) => u.level < editing.level && u.isActive)
+    : [];
+
+  const isPending = createMut.isPending || updateMut.isPending;
+  const treeNodes = (tree ?? []) as unknown as OrgUnitNode[];
+
+  return (
+    <div className="p-6 max-w-4xl mx-auto">
+      <div className="flex items-center justify-between mb-6">
+        <div>
+          <h1 className="text-2xl font-bold text-gray-900 dark:text-gray-50">Org Units</h1>
+          <p className="text-sm text-gray-500 dark:text-gray-400 mt-1">
+            3-level hierarchy: L5 (Division) → L6 (Department) → L7 (Team)
+          </p>
+        </div>
+        <div className="flex gap-2">
+          <button type="button" onClick={() => openCreate(5)} className="px-3 py-2 bg-purple-600 text-white rounded-lg hover:bg-purple-700 text-sm font-medium">+ L5</button>
+          <button type="button" onClick={() => openCreate(6)} className="px-3 py-2 bg-blue-600 text-white rounded-lg hover:bg-blue-700 text-sm font-medium">+ L6</button>
+          <button type="button" onClick={() => openCreate(7)} className="px-3 py-2 bg-green-600 text-white rounded-lg hover:bg-green-700 text-sm font-medium">+ L7</button>
+        </div>
+      </div>
+
+      {error && (
+        <div className="mb-4 rounded-lg bg-red-50 dark:bg-red-900/20 border border-red-200 dark:border-red-700 px-4 py-3 text-sm text-red-700 dark:text-red-400 flex items-center justify-between">
+          {error}
+          <button type="button" onClick={() => setError(null)} className="text-red-400 hover:text-red-600 text-lg leading-none">&times;</button>
+        </div>
+      )}
+
+      <div className="bg-white dark:bg-gray-900 rounded-xl border border-gray-200 dark:border-gray-700 p-2">
+        {isLoading && <div className="text-center py-8 text-gray-400">Loading...</div>}
+        {!isLoading && treeNodes.length === 0 && (
+          <div className="text-center py-8 text-gray-400">No org units yet. Start by adding an L5 division.</div>
+        )}
+        {treeNodes.map((node) => (
+          <TreeNode key={node.id} node={node} onEdit={openEdit} />
+        ))}
+      </div>
+
+      {/* Create/Edit Modal */}
+      {editing && (
+        <div className="fixed inset-0 bg-black/50 z-50 flex items-center justify-center p-4">
+          <div className="bg-white dark:bg-gray-900 rounded-xl shadow-2xl w-full max-w-md mx-4">
+            <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200 dark:border-gray-700">
+              <h2 className="text-lg font-semibold text-gray-900 dark:text-gray-100">
+                {editing.id ? "Edit Org Unit" : `Add ${LEVEL_LABELS[editing.level] ?? `L${editing.level}`}`}
+              </h2>
+              <button type="button" onClick={() => setEditing(null)} className="text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 text-2xl leading-none">&times;</button>
+            </div>
+
+            <div className="px-6 py-5 space-y-4">
+              <div>
+                <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Name</label>
+                <input
+                  type="text"
+                  value={editing.name}
+                  onChange={(e) => setEditing({ ...editing, name: e.target.value })}
+                  placeholder="e.g. Content Production"
+                  className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                />
+              </div>
+
+              <div className="grid grid-cols-2 gap-4">
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Short Name</label>
+                  <input
+                    type="text"
+                    value={editing.shortName}
+                    onChange={(e) => setEditing({ ...editing, shortName: e.target.value })}
+                    placeholder="CP"
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                  />
+                </div>
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Sort Order</label>
+                  <input
+                    type="number"
+                    value={editing.sortOrder}
+                    onChange={(e) => setEditing({ ...editing, sortOrder: parseInt(e.target.value) || 0 })}
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                  />
+                </div>
+              </div>
+
+              {editing.level > 5 && (
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Parent Unit</label>
+                  <select
+                    value={editing.parentId}
+                    onChange={(e) => setEditing({ ...editing, parentId: e.target.value })}
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                  >
+                    <option value="">— No parent —</option>
+                    {possibleParents.map((p) => (
+                      <option key={p.id} value={p.id}>
+                        L{p.level} — {p.name}
+                      </option>
+                    ))}
+                  </select>
+                </div>
+              )}
+
+              <div>
+                <span className={`inline-flex items-center px-2 py-0.5 rounded text-xs font-medium ${LEVEL_COLORS[editing.level] ?? "bg-gray-100 text-gray-600"}`}>
+                  {LEVEL_LABELS[editing.level] ?? `Level ${editing.level}`}
+                </span>
+              </div>
+            </div>
+
+            <div className="flex items-center justify-end px-6 py-4 border-t border-gray-200 dark:border-gray-700 gap-3">
+              <button type="button" onClick={() => setEditing(null)} className="px-4 py-2 text-sm text-gray-600 hover:text-gray-800 dark:text-gray-400 dark:hover:text-gray-200">Cancel</button>
+              <button
+                type="button"
+                onClick={handleSave}
+                disabled={isPending || !editing.name}
+                className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+              >
+                {isPending ? "Saving..." : editing.id ? "Update" : "Create"}
+              </button>
+            </div>
+          </div>
+        </div>
+      )}
+    </div>
+  );
+}

apps/web/src/components/admin/RateCardsClient.tsx

@@ -0,0 +1,788 @@
+"use client";
+
+import { useState } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+
+// ─── Local types ────────────────────────────────────────────────────────────
+
+type RateCardRow = {
+  id: string;
+  name: string;
+  currency: string;
+  effectiveFrom: string | null;
+  effectiveTo: string | null;
+  source: string | null;
+  isActive: boolean;
+  clientId: string | null;
+  client: { id: string; name: string; code: string | null } | null;
+  _count: { lines: number };
+};
+
+type RateCardLine = {
+  id: string;
+  rateCardId: string;
+  roleId: string | null;
+  chapter: string | null;
+  location: string | null;
+  seniority: string | null;
+  workType: string | null;
+  serviceGroup: string | null;
+  costRateCents: number;
+  billRateCents: number | null;
+  machineRateCents: number | null;
+  attributes: unknown;
+  role: { id: string; name: string; color: string | null } | null;
+  createdAt: string;
+  updatedAt: string;
+};
+
+type ClientOption = {
+  id: string;
+  name: string;
+  code: string | null;
+};
+
+type EditingCard = {
+  id?: string;
+  name: string;
+  currency: string;
+  effectiveFrom: string;
+  effectiveTo: string;
+  source: string;
+  clientId: string;
+};
+
+type EditingLine = {
+  id?: string;
+  roleId: string;
+  chapter: string;
+  location: string;
+  seniority: string;
+  workType: string;
+  serviceGroup: string;
+  costRateCents: number;
+  billRateCents: number;
+  machineRateCents: number;
+};
+
+const emptyCard: EditingCard = {
+  name: "",
+  currency: "EUR",
+  effectiveFrom: "",
+  effectiveTo: "",
+  source: "",
+  clientId: "",
+};
+
+const emptyLine: EditingLine = {
+  roleId: "",
+  chapter: "",
+  location: "",
+  seniority: "",
+  workType: "",
+  serviceGroup: "",
+  costRateCents: 0,
+  billRateCents: 0,
+  machineRateCents: 0,
+};
+
+function formatCents(cents: number | null | undefined): string {
+  if (cents == null) return "-";
+  return (cents / 100).toFixed(2);
+}
+
+function formatDate(d: string | null | undefined): string {
+  if (!d) return "-";
+  return new Date(d).toLocaleDateString("de-DE");
+}
+
+// ─── Component ──────────────────────────────────────────────────────────────
+
+export function RateCardsClient() {
+  const [search, setSearch] = useState("");
+  const [filterClientId, setFilterClientId] = useState<string>("");
+  const [selectedId, setSelectedId] = useState<string | null>(null);
+  const [editingCard, setEditingCard] = useState<EditingCard | null>(null);
+  const [editingLine, setEditingLine] = useState<EditingLine | null>(null);
+  const [error, setError] = useState<string | null>(null);
+
+  const utils = trpc.useUtils();
+
+  // ─── Queries ────────────────────────────────────────────────────────────
+
+  const { data: cards, isLoading } = trpc.rateCard.list.useQuery(
+    {
+      search: search || undefined,
+      ...(filterClientId ? { clientId: filterClientId } : {}),
+    },
+  );
+
+  const { data: detail } = trpc.rateCard.getById.useQuery(
+    { id: selectedId! },
+    { enabled: !!selectedId },
+  );
+
+  const { data: roles } = trpc.role.list.useQuery({});
+  const { data: clientsData } = trpc.clientEntity.list.useQuery({});
+
+  // ─── Mutations ──────────────────────────────────────────────────────────
+
+  const invalidateAll = () => {
+    void utils.rateCard.list.invalidate();
+    if (selectedId) void utils.rateCard.getById.invalidate({ id: selectedId });
+  };
+
+  // Use bare useMutation() to avoid TS2589 deep inference (see LEARNINGS.md)
+  const createMut = trpc.rateCard.create.useMutation();
+  const updateMut = trpc.rateCard.update.useMutation();
+  const deactivateMut = trpc.rateCard.deactivate.useMutation();
+  const addLineMut = trpc.rateCard.addLine.useMutation();
+  const updateLineMut = trpc.rateCard.updateLine.useMutation();
+  const deleteLineMut = trpc.rateCard.deleteLine.useMutation();
+
+  // ─── Handlers ───────────────────────────────────────────────────────────
+
+  function openCreateCard() {
+    setEditingCard({ ...emptyCard });
+    setError(null);
+  }
+
+  function openEditCard() {
+    if (!detail) return;
+    setEditingCard({
+      id: detail.id,
+      name: detail.name,
+      currency: detail.currency,
+      effectiveFrom: detail.effectiveFrom
+        ? new Date(detail.effectiveFrom).toISOString().slice(0, 10)
+        : "",
+      effectiveTo: detail.effectiveTo
+        ? new Date(detail.effectiveTo).toISOString().slice(0, 10)
+        : "",
+      source: detail.source ?? "",
+      clientId: detail.clientId ?? "",
+    });
+    setError(null);
+  }
+
+  async function handleSaveCard() {
+    if (!editingCard) return;
+    setError(null);
+
+    try {
+      if (editingCard.id) {
+        await updateMut.mutateAsync({
+          id: editingCard.id,
+          data: {
+            name: editingCard.name,
+            currency: editingCard.currency,
+            ...(editingCard.effectiveFrom
+              ? { effectiveFrom: new Date(editingCard.effectiveFrom) }
+              : { effectiveFrom: null }),
+            ...(editingCard.effectiveTo
+              ? { effectiveTo: new Date(editingCard.effectiveTo) }
+              : { effectiveTo: null }),
+            source: editingCard.source || null,
+            clientId: editingCard.clientId || null,
+          },
+        });
+        invalidateAll();
+        setEditingCard(null);
+      } else {
+        const created = await createMut.mutateAsync({
+          name: editingCard.name,
+          currency: editingCard.currency,
+          ...(editingCard.effectiveFrom
+            ? { effectiveFrom: new Date(editingCard.effectiveFrom) }
+            : {}),
+          ...(editingCard.effectiveTo
+            ? { effectiveTo: new Date(editingCard.effectiveTo) }
+            : {}),
+          ...(editingCard.source ? { source: editingCard.source } : {}),
+          ...(editingCard.clientId ? { clientId: editingCard.clientId } : {}),
+          lines: [],
+        });
+        invalidateAll();
+        setEditingCard(null);
+        setSelectedId(created.id);
+      }
+    } catch (e) {
+      setError(e instanceof Error ? e.message : "Failed to save rate card");
+    }
+  }
+
+  function openAddLine() {
+    setEditingLine({ ...emptyLine });
+    setError(null);
+  }
+
+  function openEditLine(line: RateCardLine) {
+    setEditingLine({
+      id: line.id,
+      roleId: line.roleId ?? "",
+      chapter: line.chapter ?? "",
+      location: line.location ?? "",
+      seniority: line.seniority ?? "",
+      workType: line.workType ?? "",
+      serviceGroup: line.serviceGroup ?? "",
+      costRateCents: line.costRateCents,
+      billRateCents: line.billRateCents ?? 0,
+      machineRateCents: line.machineRateCents ?? 0,
+    });
+    setError(null);
+  }
+
+  async function handleSaveLine() {
+    if (!editingLine || !selectedId) return;
+    setError(null);
+
+    const lineData = {
+      ...(editingLine.roleId ? { roleId: editingLine.roleId } : {}),
+      ...(editingLine.chapter ? { chapter: editingLine.chapter } : {}),
+      ...(editingLine.location ? { location: editingLine.location } : {}),
+      ...(editingLine.seniority ? { seniority: editingLine.seniority } : {}),
+      ...(editingLine.workType ? { workType: editingLine.workType } : {}),
+      ...(editingLine.serviceGroup ? { serviceGroup: editingLine.serviceGroup } : {}),
+      costRateCents: editingLine.costRateCents,
+      ...(editingLine.billRateCents ? { billRateCents: editingLine.billRateCents } : {}),
+      ...(editingLine.machineRateCents ? { machineRateCents: editingLine.machineRateCents } : {}),
+      attributes: {},
+    };
+
+    try {
+      if (editingLine.id) {
+        await updateLineMut.mutateAsync({ lineId: editingLine.id, data: lineData });
+      } else {
+        await addLineMut.mutateAsync({ rateCardId: selectedId, line: lineData });
+      }
+      invalidateAll();
+      setEditingLine(null);
+    } catch (e) {
+      setError(e instanceof Error ? e.message : "Failed to save rate line");
+    }
+  }
+
+  async function handleDeleteLine(lineId: string) {
+    if (!confirm("Delete this rate line?")) return;
+    try {
+      await deleteLineMut.mutateAsync({ lineId });
+      invalidateAll();
+    } catch (e) {
+      setError(e instanceof Error ? e.message : "Failed to delete rate line");
+    }
+  }
+
+  async function handleDeactivate(id: string) {
+    if (!confirm("Deactivate this rate card?")) return;
+    try {
+      await deactivateMut.mutateAsync({ id });
+      invalidateAll();
+    } catch (e) {
+      setError(e instanceof Error ? e.message : "Failed to deactivate rate card");
+    }
+  }
+
+  async function handleReactivate(id: string) {
+    try {
+      await updateMut.mutateAsync({ id, data: { isActive: true } });
+      invalidateAll();
+    } catch (e) {
+      setError(e instanceof Error ? e.message : "Failed to reactivate rate card");
+    }
+  }
+
+  const isPending =
+    createMut.isPending ||
+    updateMut.isPending ||
+    addLineMut.isPending ||
+    updateLineMut.isPending ||
+    deleteLineMut.isPending;
+
+  const cardList = (cards ?? []) as unknown as RateCardRow[];
+  const lines = ((detail?.lines ?? []) as unknown as RateCardLine[]);
+  const roleList = (roles ?? []) as unknown as { id: string; name: string; color: string | null }[];
+  const clientList = (clientsData ?? []) as unknown as ClientOption[];
+
+  // ─── Render ─────────────────────────────────────────────────────────────
+
+  return (
+    <div className="p-6 max-w-7xl mx-auto">
+      {/* Header */}
+      <div className="flex items-center justify-between mb-6">
+        <div>
+          <h1 className="text-2xl font-bold text-gray-900 dark:text-gray-50">Rate Cards</h1>
+          <p className="text-sm text-gray-500 dark:text-gray-400 mt-1">
+            Manage cost and billing rates per role, chapter, and seniority
+          </p>
+        </div>
+        <button
+          type="button"
+          onClick={openCreateCard}
+          className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium"
+        >
+          + New Rate Card
+        </button>
+      </div>
+
+      {/* Error banner */}
+      {error && (
+        <div className="mb-4 rounded-lg bg-red-50 dark:bg-red-900/20 border border-red-200 dark:border-red-700 px-4 py-3 text-sm text-red-700 dark:text-red-400 flex items-center justify-between">
+          {error}
+          <button type="button" onClick={() => setError(null)} className="text-red-400 hover:text-red-600 text-lg leading-none">&times;</button>
+        </div>
+      )}
+
+      <div className="flex gap-6">
+        {/* ─── Left: Card list ─────────────────────────────────────────── */}
+        <div className="w-80 shrink-0">
+          <div className="mb-3 space-y-2">
+            <input
+              type="search"
+              value={search}
+              onChange={(e) => setSearch(e.target.value)}
+              placeholder="Search rate cards..."
+              className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm focus:outline-none focus:ring-2 focus:ring-brand-400 w-full bg-white dark:bg-gray-900 dark:text-gray-100"
+            />
+            <select
+              value={filterClientId}
+              onChange={(e) => setFilterClientId(e.target.value)}
+              className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm focus:outline-none focus:ring-2 focus:ring-brand-400 w-full bg-white dark:bg-gray-900 dark:text-gray-100"
+            >
+              <option value="">All clients</option>
+              {clientList.map((c) => (
+                <option key={c.id} value={c.id}>
+                  {c.code ? `${c.code} — ${c.name}` : c.name}
+                </option>
+              ))}
+            </select>
+          </div>
+
+          <div className="bg-white dark:bg-gray-900 rounded-xl border border-gray-200 dark:border-gray-700 divide-y divide-gray-100 dark:divide-gray-800">
+            {isLoading && <div className="text-center py-8 text-gray-400">Loading...</div>}
+            {!isLoading && cardList.length === 0 && (
+              <div className="text-center py-8 text-gray-400">
+                {search ? "No rate cards match your search." : "No rate cards yet."}
+              </div>
+            )}
+            {cardList.map((card) => (
+              <button
+                key={card.id}
+                type="button"
+                onClick={() => setSelectedId(card.id)}
+                className={`w-full text-left px-4 py-3 hover:bg-gray-50 dark:hover:bg-gray-800/30 transition-colors ${
+                  selectedId === card.id
+                    ? "bg-brand-50 dark:bg-brand-900/20 border-l-2 border-brand-600"
+                    : ""
+                }`}
+              >
+                <div className="flex items-center justify-between">
+                  <span className="text-sm font-medium text-gray-900 dark:text-gray-100 truncate">
+                    {card.name}
+                  </span>
+                  {!card.isActive && (
+                    <span className="text-xs text-gray-400 italic ml-2 shrink-0">inactive</span>
+                  )}
+                </div>
+                <div className="flex items-center gap-3 mt-1 text-xs text-gray-500 dark:text-gray-400">
+                  <span>{card.currency}</span>
+                  <span>{card._count.lines} lines</span>
+                  {card.effectiveFrom && (
+                    <span>from {formatDate(card.effectiveFrom)}</span>
+                  )}
+                </div>
+                {card.client && (
+                  <div className="mt-1 text-xs text-brand-600 dark:text-brand-400">
+                    {card.client.code ? `${card.client.code} — ${card.client.name}` : card.client.name}
+                  </div>
+                )}
+              </button>
+            ))}
+          </div>
+        </div>
+
+        {/* ─── Right: Detail ───────────────────────────────────────────── */}
+        <div className="flex-1 min-w-0">
+          {!selectedId && (
+            <div className="bg-white dark:bg-gray-900 rounded-xl border border-gray-200 dark:border-gray-700 p-12 text-center text-gray-400">
+              Select a rate card to view details, or create a new one.
+            </div>
+          )}
+
+          {selectedId && detail && (
+            <div className="bg-white dark:bg-gray-900 rounded-xl border border-gray-200 dark:border-gray-700">
+              {/* Card header */}
+              <div className="px-6 py-4 border-b border-gray-200 dark:border-gray-700">
+                <div className="flex items-center justify-between">
+                  <div>
+                    <h2 className="text-lg font-semibold text-gray-900 dark:text-gray-100">
+                      {detail.name}
+                    </h2>
+                    <div className="flex items-center gap-4 mt-1 text-sm text-gray-500 dark:text-gray-400">
+                      <span>{detail.currency}</span>
+                      {detail.clientId && (detail as unknown as RateCardRow).client && (
+                        <span>Client: {(detail as unknown as RateCardRow).client!.name}</span>
+                      )}
+                      {detail.source && <span>Source: {detail.source}</span>}
+                      <span>
+                        {detail.effectiveFrom
+                          ? formatDate(detail.effectiveFrom as unknown as string)
+                          : "Open start"}{" "}
+                        &mdash;{" "}
+                        {detail.effectiveTo
+                          ? formatDate(detail.effectiveTo as unknown as string)
+                          : "Open end"}
+                      </span>
+                      {!detail.isActive && (
+                        <span className="text-amber-600 dark:text-amber-400 font-medium">Inactive</span>
+                      )}
+                    </div>
+                  </div>
+                  <div className="flex items-center gap-2">
+                    <button
+                      type="button"
+                      onClick={openEditCard}
+                      className="px-3 py-1.5 text-sm text-brand-600 hover:text-brand-800 dark:text-brand-400 dark:hover:text-brand-300 font-medium"
+                    >
+                      Edit
+                    </button>
+                    {detail.isActive ? (
+                      <button
+                        type="button"
+                        onClick={() => handleDeactivate(detail.id)}
+                        className="px-3 py-1.5 text-sm text-gray-500 hover:text-red-600 font-medium"
+                      >
+                        Deactivate
+                      </button>
+                    ) : (
+                      <button
+                        type="button"
+                        onClick={() => handleReactivate(detail.id)}
+                        className="px-3 py-1.5 text-sm text-green-600 hover:text-green-800 font-medium"
+                      >
+                        Reactivate
+                      </button>
+                    )}
+                  </div>
+                </div>
+              </div>
+
+              {/* Lines header */}
+              <div className="px-6 py-3 border-b border-gray-200 dark:border-gray-700 flex items-center justify-between">
+                <h3 className="text-sm font-semibold text-gray-700 dark:text-gray-300">
+                  Rate Lines ({lines.length})
+                </h3>
+                <button
+                  type="button"
+                  onClick={openAddLine}
+                  className="px-3 py-1.5 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-xs font-medium"
+                >
+                  + Add Line
+                </button>
+              </div>
+
+              {/* Lines table */}
+              <div className="overflow-x-auto">
+                {lines.length === 0 ? (
+                  <div className="text-center py-8 text-gray-400 text-sm">
+                    No rate lines yet. Add one to get started.
+                  </div>
+                ) : (
+                  <table className="w-full text-sm">
+                    <thead>
+                      <tr className="text-left text-xs text-gray-500 dark:text-gray-400 border-b border-gray-100 dark:border-gray-800">
+                        <th className="px-4 py-2 font-medium">Role</th>
+                        <th className="px-4 py-2 font-medium">Chapter</th>
+                        <th className="px-4 py-2 font-medium">Location</th>
+                        <th className="px-4 py-2 font-medium">Seniority</th>
+                        <th className="px-4 py-2 font-medium">Work Type</th>
+                        <th className="px-4 py-2 font-medium text-right">Cost Rate</th>
+                        <th className="px-4 py-2 font-medium text-right">Bill Rate</th>
+                        <th className="px-4 py-2 font-medium text-right">Machine Rate</th>
+                        <th className="px-4 py-2 font-medium w-20"></th>
+                      </tr>
+                    </thead>
+                    <tbody className="divide-y divide-gray-100 dark:divide-gray-800">
+                      {lines.map((line) => (
+                        <tr key={line.id} className="hover:bg-gray-50 dark:hover:bg-gray-800/30 group">
+                          <td className="px-4 py-2 text-gray-900 dark:text-gray-100">
+                            {line.role?.name ?? <span className="text-gray-400">-</span>}
+                          </td>
+                          <td className="px-4 py-2 text-gray-700 dark:text-gray-300">{line.chapter || "-"}</td>
+                          <td className="px-4 py-2 text-gray-700 dark:text-gray-300">{line.location || "-"}</td>
+                          <td className="px-4 py-2 text-gray-700 dark:text-gray-300">{line.seniority || "-"}</td>
+                          <td className="px-4 py-2 text-gray-700 dark:text-gray-300">{line.workType || "-"}</td>
+                          <td className="px-4 py-2 text-right font-mono text-gray-900 dark:text-gray-100">
+                            {formatCents(line.costRateCents)}
+                          </td>
+                          <td className="px-4 py-2 text-right font-mono text-gray-700 dark:text-gray-300">
+                            {formatCents(line.billRateCents)}
+                          </td>
+                          <td className="px-4 py-2 text-right font-mono text-gray-700 dark:text-gray-300">
+                            {formatCents(line.machineRateCents)}
+                          </td>
+                          <td className="px-4 py-2">
+                            <div className="flex gap-2 opacity-0 group-hover:opacity-100 transition-opacity justify-end">
+                              <button
+                                type="button"
+                                onClick={() => openEditLine(line)}
+                                className="text-xs text-brand-600 hover:text-brand-800 font-medium"
+                              >
+                                Edit
+                              </button>
+                              <button
+                                type="button"
+                                onClick={() => handleDeleteLine(line.id)}
+                                className="text-xs text-red-500 hover:text-red-700 font-medium"
+                              >
+                                Delete
+                              </button>
+                            </div>
+                          </td>
+                        </tr>
+                      ))}
+                    </tbody>
+                  </table>
+                )}
+              </div>
+            </div>
+          )}
+        </div>
+      </div>
+
+      {/* ─── Rate Card Modal ─────────────────────────────────────────────── */}
+      {editingCard && (
+        <div className="fixed inset-0 bg-black/50 z-50 flex items-center justify-center p-4">
+          <div className="bg-white dark:bg-gray-900 rounded-xl shadow-2xl w-full max-w-md mx-4">
+            <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200 dark:border-gray-700">
+              <h2 className="text-lg font-semibold text-gray-900 dark:text-gray-100">
+                {editingCard.id ? "Edit Rate Card" : "New Rate Card"}
+              </h2>
+              <button type="button" onClick={() => setEditingCard(null)} className="text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 text-2xl leading-none">&times;</button>
+            </div>
+
+            <div className="px-6 py-5 space-y-4">
+              <div>
+                <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Name</label>
+                <input
+                  type="text"
+                  value={editingCard.name}
+                  onChange={(e) => setEditingCard({ ...editingCard, name: e.target.value })}
+                  placeholder="e.g. Standard 2026"
+                  className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                />
+              </div>
+
+              <div>
+                <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Client</label>
+                <select
+                  value={editingCard.clientId}
+                  onChange={(e) => setEditingCard({ ...editingCard, clientId: e.target.value })}
+                  className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                >
+                  <option value="">-- No client --</option>
+                  {clientList.map((c) => (
+                    <option key={c.id} value={c.id}>
+                      {c.code ? `${c.code} — ${c.name}` : c.name}
+                    </option>
+                  ))}
+                </select>
+              </div>
+
+              <div className="grid grid-cols-2 gap-4">
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Currency</label>
+                  <input
+                    type="text"
+                    value={editingCard.currency}
+                    onChange={(e) => setEditingCard({ ...editingCard, currency: e.target.value.toUpperCase() })}
+                    placeholder="EUR"
+                    maxLength={3}
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400 font-mono"
+                  />
+                </div>
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Source</label>
+                  <input
+                    type="text"
+                    value={editingCard.source}
+                    onChange={(e) => setEditingCard({ ...editingCard, source: e.target.value })}
+                    placeholder="e.g. Finance dept"
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                  />
+                </div>
+              </div>
+
+              <div className="grid grid-cols-2 gap-4">
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Effective From</label>
+                  <input
+                    type="date"
+                    value={editingCard.effectiveFrom}
+                    onChange={(e) => setEditingCard({ ...editingCard, effectiveFrom: e.target.value })}
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                  />
+                </div>
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Effective To</label>
+                  <input
+                    type="date"
+                    value={editingCard.effectiveTo}
+                    onChange={(e) => setEditingCard({ ...editingCard, effectiveTo: e.target.value })}
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                  />
+                </div>
+              </div>
+            </div>
+
+            <div className="flex items-center justify-end px-6 py-4 border-t border-gray-200 dark:border-gray-700 gap-3">
+              <button type="button" onClick={() => setEditingCard(null)} className="px-4 py-2 text-sm text-gray-600 hover:text-gray-800 dark:text-gray-400 dark:hover:text-gray-200">Cancel</button>
+              <button
+                type="button"
+                onClick={handleSaveCard}
+                disabled={isPending || !editingCard.name || editingCard.currency.length !== 3}
+                className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+              >
+                {isPending ? "Saving..." : editingCard.id ? "Update" : "Create"}
+              </button>
+            </div>
+          </div>
+        </div>
+      )}
+
+      {/* ─── Rate Line Modal ─────────────────────────────────────────────── */}
+      {editingLine && (
+        <div className="fixed inset-0 bg-black/50 z-50 flex items-center justify-center p-4">
+          <div className="bg-white dark:bg-gray-900 rounded-xl shadow-2xl w-full max-w-lg mx-4">
+            <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200 dark:border-gray-700">
+              <h2 className="text-lg font-semibold text-gray-900 dark:text-gray-100">
+                {editingLine.id ? "Edit Rate Line" : "Add Rate Line"}
+              </h2>
+              <button type="button" onClick={() => setEditingLine(null)} className="text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 text-2xl leading-none">&times;</button>
+            </div>
+
+            <div className="px-6 py-5 space-y-4">
+              <div>
+                <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Role</label>
+                <select
+                  value={editingLine.roleId}
+                  onChange={(e) => setEditingLine({ ...editingLine, roleId: e.target.value })}
+                  className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                >
+                  <option value="">-- No specific role --</option>
+                  {roleList.map((r) => (
+                    <option key={r.id} value={r.id}>{r.name}</option>
+                  ))}
+                </select>
+              </div>
+
+              <div className="grid grid-cols-2 gap-4">
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Chapter</label>
+                  <input
+                    type="text"
+                    value={editingLine.chapter}
+                    onChange={(e) => setEditingLine({ ...editingLine, chapter: e.target.value })}
+                    placeholder="e.g. Animation"
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                  />
+                </div>
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Location</label>
+                  <input
+                    type="text"
+                    value={editingLine.location}
+                    onChange={(e) => setEditingLine({ ...editingLine, location: e.target.value })}
+                    placeholder="e.g. Munich"
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                  />
+                </div>
+              </div>
+
+              <div className="grid grid-cols-2 gap-4">
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Seniority</label>
+                  <input
+                    type="text"
+                    value={editingLine.seniority}
+                    onChange={(e) => setEditingLine({ ...editingLine, seniority: e.target.value })}
+                    placeholder="e.g. Senior"
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                  />
+                </div>
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Work Type</label>
+                  <input
+                    type="text"
+                    value={editingLine.workType}
+                    onChange={(e) => setEditingLine({ ...editingLine, workType: e.target.value })}
+                    placeholder="e.g. Onsite"
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                  />
+                </div>
+              </div>
+
+              <div>
+                <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Service Group</label>
+                <input
+                  type="text"
+                  value={editingLine.serviceGroup}
+                  onChange={(e) => setEditingLine({ ...editingLine, serviceGroup: e.target.value })}
+                  placeholder="e.g. Post Production"
+                  className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                />
+              </div>
+
+              <div className="grid grid-cols-3 gap-4">
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Cost Rate (cents)</label>
+                  <input
+                    type="number"
+                    value={editingLine.costRateCents}
+                    onChange={(e) => setEditingLine({ ...editingLine, costRateCents: parseInt(e.target.value) || 0 })}
+                    min={0}
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400 font-mono"
+                  />
+                  <span className="text-xs text-gray-400 mt-0.5 block">= {formatCents(editingLine.costRateCents)}</span>
+                </div>
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Bill Rate (cents)</label>
+                  <input
+                    type="number"
+                    value={editingLine.billRateCents}
+                    onChange={(e) => setEditingLine({ ...editingLine, billRateCents: parseInt(e.target.value) || 0 })}
+                    min={0}
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400 font-mono"
+                  />
+                  <span className="text-xs text-gray-400 mt-0.5 block">= {formatCents(editingLine.billRateCents)}</span>
+                </div>
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Machine Rate (cents)</label>
+                  <input
+                    type="number"
+                    value={editingLine.machineRateCents}
+                    onChange={(e) => setEditingLine({ ...editingLine, machineRateCents: parseInt(e.target.value) || 0 })}
+                    min={0}
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400 font-mono"
+                  />
+                  <span className="text-xs text-gray-400 mt-0.5 block">= {formatCents(editingLine.machineRateCents)}</span>
+                </div>
+              </div>
+            </div>
+
+            <div className="flex items-center justify-end px-6 py-4 border-t border-gray-200 dark:border-gray-700 gap-3">
+              <button type="button" onClick={() => setEditingLine(null)} className="px-4 py-2 text-sm text-gray-600 hover:text-gray-800 dark:text-gray-400 dark:hover:text-gray-200">Cancel</button>
+              <button
+                type="button"
+                onClick={handleSaveLine}
+                disabled={isPending || editingLine.costRateCents <= 0}
+                className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+              >
+                {isPending ? "Saving..." : editingLine.id ? "Update Line" : "Add Line"}
+              </button>
+            </div>
+          </div>
+        </div>
+      )}
+    </div>
+  );
+}

apps/web/src/components/admin/SystemSettingsClient.tsx

@@ -0,0 +1,928 @@
+"use client";
+
+import { useState, useEffect } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+
+const INPUT_CLASS =
+  "w-full px-3 py-2 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm bg-white dark:bg-gray-800 dark:border-gray-600 dark:text-gray-100";
+const LABEL_CLASS = "block text-sm font-medium text-gray-700 dark:text-gray-300 mb-1";
+
+type Provider = "openai" | "azure";
+
+const ALL_ROLES = ["ADMIN", "MANAGER", "CONTROLLER", "USER", "VIEWER"] as const;
+type SystemRole = typeof ALL_ROLES[number];
+
+interface ScoreWeights {
+  skillDepth: number;
+  skillBreadth: number;
+  costEfficiency: number;
+  chargeability: number;
+  experience: number;
+}
+
+type ParsedAzureUrl = {
+  endpoint: string;
+  apiVersion: string;
+  deployment: string | null; // null for Responses API URLs (deployment not in path)
+  urlType: "completions" | "responses";
+};
+
+/** Parse endpoint, deployment, and api-version out of an Azure URL.
+ *  Supports both Chat Completions and Responses API formats. */
+function parseAzureUrl(raw: string): ParsedAzureUrl | null {
+  try {
+    const url = new URL(raw);
+    const endpoint = `${url.protocol}//${url.host}`;
+    const apiVersion = url.searchParams.get("api-version") ?? "2025-01-01-preview";
+
+    // Chat Completions: /openai/deployments/{name}/chat/completions
+    const completionsMatch = url.pathname.match(/\/openai\/deployments\/([^/]+)\//);
+    if (completionsMatch) {
+      return { endpoint, apiVersion, deployment: completionsMatch[1]!, urlType: "completions" };
+    }
+
+    // Responses API: /openai/responses
+    if (url.pathname.includes("/openai/responses")) {
+      return { endpoint, apiVersion, deployment: null, urlType: "responses" };
+    }
+
+    return null;
+  } catch {
+    return null;
+  }
+}
+
+export function SystemSettingsClient() {
+  const [provider, setProvider] = useState<Provider>("openai");
+  const [endpoint, setEndpoint] = useState("");
+  const [model, setModel] = useState("");
+  const [apiVersion, setApiVersion] = useState("2025-01-01-preview");
+  const [apiKey, setApiKey] = useState("");
+  const [maxTokens, setMaxTokens] = useState(2000);
+  const [temperature, setTemperature] = useState(1);
+  const [summaryPrompt, setSummaryPrompt] = useState("");
+  const [saved, setSaved] = useState(false);
+  const [testResult, setTestResult] = useState<{ ok: boolean; error?: string; raw?: string | null } | null>(null);
+  const [urlPasteValue, setUrlPasteValue] = useState("");
+  const [urlParseError, setUrlParseError] = useState(false);
+  const [urlParsedType, setUrlParsedType] = useState<"completions" | "responses" | null>(null);
+
+  // Value Score settings
+  const [scoreWeights, setScoreWeights] = useState<ScoreWeights>({
+    skillDepth: 0.30,
+    skillBreadth: 0.15,
+    costEfficiency: 0.25,
+    chargeability: 0.15,
+    experience: 0.15,
+  });
+  const [scoreVisibleRoles, setScoreVisibleRoles] = useState<SystemRole[]>(["ADMIN", "MANAGER"]);
+  const [scoreSaved, setScoreSaved] = useState(false);
+  const [recomputeResult, setRecomputeResult] = useState<{ updated: number } | null>(null);
+
+  // SMTP settings
+  const [smtpHost, setSmtpHost] = useState("");
+  const [smtpPort, setSmtpPort] = useState(587);
+  const [smtpUser, setSmtpUser] = useState("");
+  const [smtpPassword, setSmtpPassword] = useState("");
+  const [smtpFrom, setSmtpFrom] = useState("");
+  const [smtpTls, setSmtpTls] = useState(true);
+  const [smtpSaved, setSmtpSaved] = useState(false);
+  const [smtpTestResult, setSmtpTestResult] = useState<{ ok: boolean; error?: string } | null>(null);
+
+  // Vacation defaults
+  const [vacationDefaultDays, setVacationDefaultDays] = useState(28);
+  const [vacationSaved, setVacationSaved] = useState(false);
+
+  const { data: settings, isLoading } = trpc.settings.getSystemSettings.useQuery(undefined, {
+    staleTime: 0,
+  });
+
+  useEffect(() => {
+    if (settings) {
+      setProvider((settings.aiProvider ?? "openai") as Provider);
+      setEndpoint(settings.azureOpenAiEndpoint ?? "");
+      setModel(settings.azureOpenAiDeployment ?? "");
+      setApiVersion(settings.azureApiVersion ?? "2025-01-01-preview");
+      setMaxTokens(settings.aiMaxCompletionTokens ?? 2000);
+      setTemperature(settings.aiTemperature ?? 1);
+      setSummaryPrompt(settings.aiSummaryPrompt ?? "");
+      if (settings.scoreWeights) {
+        setScoreWeights(settings.scoreWeights as ScoreWeights);
+      }
+      if (settings.scoreVisibleRoles) {
+        setScoreVisibleRoles(settings.scoreVisibleRoles as SystemRole[]);
+      }
+      // SMTP
+      setSmtpHost(settings.smtpHost ?? "");
+      setSmtpPort(settings.smtpPort ?? 587);
+      setSmtpUser(settings.smtpUser ?? "");
+      setSmtpFrom(settings.smtpFrom ?? "");
+      setSmtpTls(settings.smtpTls ?? true);
+      // Vacation
+      setVacationDefaultDays(settings.vacationDefaultDays ?? 28);
+    }
+  }, [settings]);
+
+  function handleUrlPaste(raw: string) {
+    setUrlPasteValue(raw);
+    if (!raw) { setUrlParseError(false); setUrlParsedType(null); return; }
+    const parsed = parseAzureUrl(raw);
+    if (parsed) {
+      setEndpoint(parsed.endpoint);
+      setApiVersion(parsed.apiVersion);
+      if (parsed.deployment) setModel(parsed.deployment);
+      setUrlParseError(false);
+      setUrlParsedType(parsed.urlType);
+      setUrlPasteValue("");
+    } else {
+      setUrlParseError(true);
+      setUrlParsedType(null);
+    }
+  }
+
+  const updateMutation = trpc.settings.updateSystemSettings.useMutation({
+    onSuccess: () => {
+      setSaved(true);
+      setTestResult(null);
+      setTimeout(() => setSaved(false), 3000);
+    },
+  });
+
+  const testMutation = trpc.settings.testAiConnection.useMutation({
+    onSuccess: (data) => setTestResult(data),
+    onError: (err) => setTestResult({ ok: false, error: err.message }),
+  });
+
+  const saveScoreMutation = trpc.settings.updateSystemSettings.useMutation({
+    onSuccess: () => {
+      setScoreSaved(true);
+      setTimeout(() => setScoreSaved(false), 3000);
+    },
+  });
+
+  const recomputeMutation = trpc.resource.recomputeValueScores.useMutation({
+    onSuccess: (data) => setRecomputeResult(data),
+  });
+
+  const saveSmtpMutation = trpc.settings.updateSystemSettings.useMutation({
+    onSuccess: () => {
+      setSmtpSaved(true);
+      setSmtpTestResult(null);
+      setTimeout(() => setSmtpSaved(false), 3000);
+    },
+  });
+
+  const testSmtpMutation = trpc.settings.testSmtpConnection.useMutation({
+    onSuccess: (data) => setSmtpTestResult(data),
+    onError: (err) => setSmtpTestResult({ ok: false, error: err.message }),
+  });
+
+  const saveVacationMutation = trpc.settings.updateSystemSettings.useMutation({
+    onSuccess: () => {
+      setVacationSaved(true);
+      setTimeout(() => setVacationSaved(false), 3000);
+    },
+  });
+
+  function handleSaveSmtp() {
+    saveSmtpMutation.mutate({
+      smtpHost: smtpHost || undefined,
+      smtpPort,
+      smtpUser: smtpUser || undefined,
+      ...(smtpPassword ? { smtpPassword } : {}),
+      smtpFrom: smtpFrom || undefined,
+      smtpTls,
+    });
+  }
+
+  function handleSaveVacation() {
+    saveVacationMutation.mutate({ vacationDefaultDays });
+  }
+
+  function handleSaveScoreSettings() {
+    saveScoreMutation.mutate({ scoreWeights, scoreVisibleRoles });
+  }
+
+  function updateWeight(key: keyof ScoreWeights, value: number) {
+    setScoreWeights((prev) => ({ ...prev, [key]: value }));
+  }
+
+  function toggleRole(role: SystemRole) {
+    setScoreVisibleRoles((prev) =>
+      prev.includes(role) ? prev.filter((r) => r !== role) : [...prev, role],
+    );
+  }
+
+  const weightSum = Object.values(scoreWeights).reduce((s, v) => s + v, 0);
+  const weightSumOk = Math.abs(weightSum - 1.0) < 0.01;
+
+  function handleSave() {
+    updateMutation.mutate({
+      aiProvider: provider,
+      azureOpenAiEndpoint: provider === "azure" ? endpoint : "",
+      azureOpenAiDeployment: model,
+      azureApiVersion: provider === "azure" ? apiVersion : undefined,
+      aiMaxCompletionTokens: maxTokens,
+      aiTemperature: temperature,
+      aiSummaryPrompt: summaryPrompt || undefined,
+      ...(apiKey ? { azureOpenAiApiKey: apiKey } : {}),
+    });
+  }
+
+  if (isLoading) {
+    return <div className="p-6 animate-pulse"><div className="h-8 bg-gray-200 dark:bg-gray-700 rounded w-48" /></div>;
+  }
+
+  return (
+    <div className="p-4 sm:p-6">
+      <div className="mb-6">
+        <h1 className="text-2xl font-bold text-gray-900 dark:text-gray-100">System Settings</h1>
+        <p className="text-sm text-gray-500 dark:text-gray-400 mt-1">
+          Configure AI integration for skill profile generation.
+        </p>
+      </div>
+
+      <div className="grid grid-cols-1 lg:grid-cols-2 gap-6 items-start">
+
+      <div className="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-6 space-y-5">
+        <h2 className="text-sm font-semibold text-gray-800 dark:text-gray-200 uppercase tracking-wider">AI Provider</h2>
+
+        {/* Provider toggle */}
+        <div>
+          <label className={LABEL_CLASS}>Provider</label>
+          <div className="flex rounded-lg overflow-hidden border border-gray-200 dark:border-gray-600 w-fit">
+            <button
+              type="button"
+              onClick={() => { setProvider("openai"); setTestResult(null); }}
+              className={`px-4 py-2 text-sm font-medium transition-colors ${
+                provider === "openai"
+                  ? "bg-brand-600 text-white"
+                  : "bg-white dark:bg-gray-700 text-gray-600 dark:text-gray-300 hover:bg-gray-50 dark:hover:bg-gray-600"
+              }`}
+            >
+              OpenAI
+            </button>
+            <button
+              type="button"
+              onClick={() => { setProvider("azure"); setTestResult(null); }}
+              className={`px-4 py-2 text-sm font-medium border-l border-gray-200 dark:border-gray-600 transition-colors ${
+                provider === "azure"
+                  ? "bg-brand-600 text-white"
+                  : "bg-white dark:bg-gray-700 text-gray-600 dark:text-gray-300 hover:bg-gray-50 dark:hover:bg-gray-600"
+              }`}
+            >
+              Azure OpenAI
+            </button>
+          </div>
+          <p className="text-xs text-gray-400 dark:text-gray-500 mt-1.5">
+            {provider === "openai"
+              ? "Use a standard OpenAI API key from platform.openai.com."
+              : "Use a deployment on your own Azure OpenAI resource."}
+          </p>
+        </div>
+
+        {/* Azure-only fields */}
+        {provider === "azure" && (
+          <>
+            {/* Paste full URL shortcut */}
+            <div className="rounded-lg bg-blue-50 dark:bg-blue-900/20 border border-blue-200 dark:border-blue-700 px-4 py-3 space-y-2">
+              <p className="text-xs font-medium text-blue-800 dark:text-blue-300">
+                Paste a full completion URL to auto-fill all fields below:
+              </p>
+              <input
+                type="url"
+                className={`${INPUT_CLASS} border-blue-300 dark:border-blue-600`}
+                placeholder="https://…cognitiveservices.azure.com/openai/deployments/gpt-5/chat/completions?api-version=2025-01-01-preview"
+                value={urlPasteValue}
+                onChange={(e) => handleUrlPaste(e.target.value)}
+              />
+              {urlParseError && (
+                <p className="text-xs text-red-600 dark:text-red-400">
+                  Could not parse URL — expected either a Chat Completions URL
+                  (<code className="font-mono">/openai/deployments/…/chat/completions</code>)
+                  or a Responses API URL (<code className="font-mono">/openai/responses</code>).
+                </p>
+              )}
+              {urlParsedType === "responses" && (
+                <p className="text-xs text-amber-700 dark:text-amber-400">
+                  Responses API URL detected — endpoint and api-version filled in.
+                  Enter the <strong>deployment/model name</strong> manually below (it is not part of this URL).
+                </p>
+              )}
+              {urlParsedType === "completions" && (
+                <p className="text-xs text-green-700 dark:text-green-400">
+                  All fields filled from URL.
+                </p>
+              )}
+            </div>
+
+            <div>
+              <label className={LABEL_CLASS} htmlFor="ai-endpoint">Endpoint (base URL)</label>
+              <input
+                id="ai-endpoint"
+                type="url"
+                className={INPUT_CLASS}
+                placeholder="https://myinstance.cognitiveservices.azure.com"
+                value={endpoint}
+                onChange={(e) => setEndpoint(e.target.value)}
+              />
+              <p className="text-xs text-gray-400 dark:text-gray-500 mt-1">
+                Everything up to (not including) <code className="font-mono">/openai/…</code>
+              </p>
+            </div>
+          </>
+        )}
+
+        {/* Model / deployment name */}
+        <div>
+          <label className={LABEL_CLASS} htmlFor="ai-model">
+            {provider === "azure" ? "Deployment Name" : "Model Name"}
+          </label>
+          <input
+            id="ai-model"
+            type="text"
+            className={INPUT_CLASS}
+            placeholder={provider === "azure" ? "my-gpt4o-deployment" : "gpt-4o-mini"}
+            value={model}
+            onChange={(e) => setModel(e.target.value)}
+          />
+          <p className="text-xs text-gray-400 dark:text-gray-500 mt-1">
+            {provider === "azure"
+              ? "The deployment name you chose when deploying the model in Azure."
+              : "The model identifier, e.g. gpt-4o-mini, gpt-4o, gpt-3.5-turbo."}
+          </p>
+        </div>
+
+        {/* Azure-only: api version */}
+        {provider === "azure" && (
+          <div>
+            <label className={LABEL_CLASS} htmlFor="ai-api-version">API Version</label>
+            <input
+              id="ai-api-version"
+              type="text"
+              className={INPUT_CLASS}
+              placeholder="2025-01-01-preview"
+              value={apiVersion}
+              onChange={(e) => setApiVersion(e.target.value)}
+            />
+            <p className="text-xs text-gray-400 dark:text-gray-500 mt-1">
+              The <code className="font-mono">api-version</code> query parameter from your endpoint URL. Default: <code className="font-mono">2025-01-01-preview</code>
+            </p>
+          </div>
+        )}
+
+        {/* API key */}
+        <div>
+          <label className={LABEL_CLASS} htmlFor="ai-key">API Key</label>
+          <input
+            id="ai-key"
+            type="password"
+            className={INPUT_CLASS}
+            placeholder={
+              settings?.hasApiKey
+                ? "●●●●●●●●●●●● (already set — enter new value to replace)"
+                : provider === "openai"
+                ? "sk-..."
+                : "Enter Azure API key"
+            }
+            value={apiKey}
+            onChange={(e) => setApiKey(e.target.value)}
+            autoComplete="new-password"
+          />
+          <p className="text-xs text-gray-400 dark:text-gray-500 mt-1">
+            {provider === "openai"
+              ? "Your secret key from platform.openai.com → API keys. Starts with sk-."
+              : "One of the two keys from Azure Portal → your resource → Keys and Endpoint."}
+            {settings?.hasApiKey && " Leave blank to keep the existing key."}
+          </p>
+        </div>
+
+        {/* Test result */}
+        {testResult && (
+          <div
+            className={`rounded-lg px-4 py-3 text-sm ${
+              testResult.ok
+                ? "bg-green-50 dark:bg-green-900/30 border border-green-200 dark:border-green-700 text-green-700 dark:text-green-300"
+                : "bg-red-50 dark:bg-red-900/30 border border-red-200 dark:border-red-700 text-red-700 dark:text-red-300"
+            }`}
+          >
+            {testResult.ok ? (
+              <span className="font-medium">Connection successful — AI summaries are ready to use.</span>
+            ) : (
+              <div className="space-y-2">
+                <p><span className="font-medium">Connection failed:</span> {testResult.error}</p>
+                {testResult.raw && (
+                  <details className="text-xs">
+                    <summary className="cursor-pointer opacity-70 hover:opacity-100">Show raw error</summary>
+                    <pre className="mt-1 p-2 bg-red-100 dark:bg-red-950 rounded text-red-800 dark:text-red-200 whitespace-pre-wrap break-all font-mono">
+                      {testResult.raw}
+                    </pre>
+                  </details>
+                )}
+              </div>
+            )}
+          </div>
+        )}
+
+        <div className="flex items-center gap-3 pt-2">
+          <button
+            type="button"
+            onClick={handleSave}
+            disabled={updateMutation.isPending}
+            className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+          >
+            {updateMutation.isPending ? "Saving…" : "Save Settings"}
+          </button>
+          <button
+            type="button"
+            onClick={() => { setTestResult(null); testMutation.mutate(); }}
+            disabled={testMutation.isPending}
+            className="px-4 py-2 border border-gray-300 dark:border-gray-600 text-gray-700 dark:text-gray-300 rounded-lg hover:bg-gray-50 dark:hover:bg-gray-700 text-sm font-medium disabled:opacity-50"
+          >
+            {testMutation.isPending ? "Testing…" : "Test Connection"}
+          </button>
+          {saved && <span className="text-sm text-green-600 dark:text-green-400 font-medium">Saved!</span>}
+        </div>
+      </div>
+
+      {/* Generation settings */}
+      <div className="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-6 space-y-5">
+        <h2 className="text-sm font-semibold text-gray-800 dark:text-gray-200 uppercase tracking-wider">Generation Settings</h2>
+
+        {/* Max completion tokens */}
+        <div>
+          <div className="flex items-center justify-between mb-1">
+            <label className={LABEL_CLASS} htmlFor="ai-max-tokens">Max Completion Tokens</label>
+            <span className="text-sm font-mono text-brand-600 dark:text-brand-400">{maxTokens}</span>
+          </div>
+          <input
+            id="ai-max-tokens"
+            type="range"
+            min={50}
+            max={2000}
+            step={50}
+            value={maxTokens}
+            onChange={(e) => setMaxTokens(Number(e.target.value))}
+            className="w-full accent-brand-600"
+          />
+          <div className="flex justify-between text-xs text-gray-400 mt-1">
+            <span>500</span>
+            <span className="text-gray-500 dark:text-gray-400">
+              {maxTokens < 1000 ? "⚠ May be empty for reasoning models (GPT-5, o1, o3)" :
+               maxTokens <= 2000 ? "Recommended for reasoning models ✓" :
+               maxTokens <= 4000 ? "High — allows longer bios" :
+               "Very high"}
+            </span>
+            <span>16000</span>
+          </div>
+          <p className="text-xs text-amber-600 dark:text-amber-400 mt-1">
+            Reasoning models (GPT-5, o1, o3) consume tokens internally before writing output. Set to at least 2000 to avoid empty responses.
+          </p>
+        </div>
+
+        {/* Temperature */}
+        <div>
+          <div className="flex items-center justify-between mb-1">
+            <label className={LABEL_CLASS} htmlFor="ai-temperature">Temperature</label>
+            <span className="text-sm font-mono text-brand-600 dark:text-brand-400">{temperature.toFixed(1)}</span>
+          </div>
+          <input
+            id="ai-temperature"
+            type="range"
+            min={0}
+            max={2}
+            step={0.1}
+            value={temperature}
+            onChange={(e) => setTemperature(Number(e.target.value))}
+            className="w-full accent-brand-600"
+          />
+          <div className="flex justify-between text-xs text-gray-400 mt-1">
+            <span>0 — deterministic</span>
+            <span className="text-gray-500 dark:text-gray-400">
+              {temperature <= 0.3 ? "Factual & consistent" :
+               temperature <= 0.9 ? "Balanced" :
+               temperature <= 1.0 ? "Default (1) — recommended ✓" :
+               temperature <= 1.2 ? "Creative" :
+               "Very creative / unpredictable"}
+            </span>
+            <span>2 — creative</span>
+          </div>
+          <p className="text-xs text-gray-400 dark:text-gray-500 mt-1">
+            Some models (e.g. GPT-5) only accept the default value of 1. If generation fails with a temperature error, the system retries automatically without it.
+          </p>
+        </div>
+
+        {/* Summary prompt */}
+        <div>
+          <div className="flex items-center justify-between mb-1">
+            <label className={LABEL_CLASS} htmlFor="ai-prompt">Profile Summary Prompt</label>
+            {summaryPrompt && (
+              <button
+                type="button"
+                onClick={() => setSummaryPrompt("")}
+                className="text-xs text-brand-600 hover:underline"
+              >
+                Reset to default
+              </button>
+            )}
+          </div>
+          <textarea
+            id="ai-prompt"
+            rows={10}
+            value={summaryPrompt || (settings?.defaultSummaryPrompt ?? "")}
+            onChange={(e) => setSummaryPrompt(e.target.value)}
+            className={`${INPUT_CLASS} font-mono text-xs leading-relaxed resize-y`}
+            spellCheck={false}
+          />
+          <p className="text-xs text-gray-400 dark:text-gray-500 mt-1">
+            Available placeholders: <code className="font-mono">{"{role}"}</code> <code className="font-mono">{"{chapter}"}</code> <code className="font-mono">{"{mainSkills}"}</code> <code className="font-mono">{"{topSkills}"}</code>
+          </p>
+        </div>
+
+        <div className="flex items-center gap-3 pt-1">
+          <button
+            type="button"
+            onClick={handleSave}
+            disabled={updateMutation.isPending}
+            className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+          >
+            {updateMutation.isPending ? "Saving…" : "Save Settings"}
+          </button>
+          {saved && <span className="text-sm text-green-600 dark:text-green-400 font-medium">Saved!</span>}
+        </div>
+      </div>
+
+      </div>{/* end 2-col grid */}
+
+      {/* Value Score Settings */}
+      <div className="mt-6 bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-6 space-y-6">
+        <div className="flex flex-wrap items-start justify-between gap-3">
+          <div className="flex-1 min-w-0">
+            <h2 className="text-sm font-semibold text-gray-800 dark:text-gray-200 uppercase tracking-wider mb-1">Value Score</h2>
+            <p className="text-xs text-gray-500 dark:text-gray-400 leading-relaxed">
+              A persistent 0–100 <em>price/quality</em> metric per resource — five weighted dimensions combined.
+              Recompute on demand after changing weights or importing new skill matrices.
+            </p>
+          </div>
+          <div className="flex-shrink-0 rounded-lg bg-gray-50 dark:bg-gray-700/50 border border-gray-200 dark:border-gray-600 px-3 py-2 font-mono text-[11px] text-gray-700 dark:text-gray-300 whitespace-nowrap">
+            round(<span className="text-brand-600 dark:text-brand-400">D</span>·w₁ +{" "}
+            <span className="text-brand-600 dark:text-brand-400">B</span>·w₂ +{" "}
+            <span className="text-brand-600 dark:text-brand-400">C</span>·w₃ +{" "}
+            <span className="text-brand-600 dark:text-brand-400">A</span>·w₄ +{" "}
+            <span className="text-brand-600 dark:text-brand-400">E</span>·w₅)
+          </div>
+        </div>
+
+        {/* Weight sliders — compact grid */}
+        <div>
+          <p className="text-xs font-semibold text-gray-500 dark:text-gray-400 uppercase tracking-wider mb-3">
+            Dimension Weights — must sum to 100%
+          </p>
+          <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-3 xl:grid-cols-5 gap-3">
+
+            {/* Skill Depth */}
+            <div className="rounded-lg border border-gray-200 dark:border-gray-600 px-4 py-3">
+              <div className="flex items-center gap-2 mb-2">
+                <span className="px-1.5 py-0.5 bg-brand-50 dark:bg-brand-900/30 text-brand-700 dark:text-brand-300 text-[10px] font-mono rounded font-bold">D</span>
+                <span className="text-sm font-semibold text-gray-800 dark:text-gray-100 flex-1">Skill Depth</span>
+                <span className="text-sm font-bold font-mono text-brand-600 dark:text-brand-400 tabular-nums w-10 text-right">
+                  {Math.round(scoreWeights.skillDepth * 100)}%
+                </span>
+              </div>
+              <input
+                type="range" min={0} max={100} step={5}
+                value={Math.round(scoreWeights.skillDepth * 100)}
+                onChange={(e) => updateWeight("skillDepth", Number(e.target.value) / 100)}
+                className="w-full accent-brand-600"
+              />
+              <details className="mt-1.5">
+                <summary className="cursor-pointer text-[11px] text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 select-none">Show details</summary>
+                <div className="mt-2 space-y-1.5">
+                  <p className="text-xs text-gray-600 dark:text-gray-400 leading-relaxed">
+                    Average proficiency (1–5) across all skills, scaled to 0–100. Expert-heavy profiles score near 100.
+                  </p>
+                  <div className="rounded bg-gray-50 dark:bg-gray-700 px-2 py-1.5 font-mono text-[11px] text-gray-600 dark:text-gray-300">
+                    D = round((avg_proficiency / 5) × 100)
+                    <span className="ml-2 text-gray-400">avg 4.0/5 → 80</span>
+                  </div>
+                  <div className="text-[11px] text-gray-400 dark:text-gray-500">
+                    0 = all Beginner · 100 = all Expert
+                  </div>
+                </div>
+              </details>
+            </div>
+
+            {/* Skill Breadth */}
+            <div className="rounded-lg border border-gray-200 dark:border-gray-600 px-4 py-3">
+              <div className="flex items-center gap-2 mb-2">
+                <span className="px-1.5 py-0.5 bg-brand-50 dark:bg-brand-900/30 text-brand-700 dark:text-brand-300 text-[10px] font-mono rounded font-bold">B</span>
+                <span className="text-sm font-semibold text-gray-800 dark:text-gray-100 flex-1">Skill Breadth</span>
+                <span className="text-sm font-bold font-mono text-brand-600 dark:text-brand-400 tabular-nums w-10 text-right">
+                  {Math.round(scoreWeights.skillBreadth * 100)}%
+                </span>
+              </div>
+              <input
+                type="range" min={0} max={100} step={5}
+                value={Math.round(scoreWeights.skillBreadth * 100)}
+                onChange={(e) => updateWeight("skillBreadth", Number(e.target.value) / 100)}
+                className="w-full accent-brand-600"
+              />
+              <details className="mt-1.5">
+                <summary className="cursor-pointer text-[11px] text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 select-none">Show details</summary>
+                <div className="mt-2 space-y-1.5">
+                  <p className="text-xs text-gray-600 dark:text-gray-400 leading-relaxed">
+                    Number of distinct skills listed. 10 pts per skill, caps at 100 (10+ skills). Rewards versatile generalists.
+                  </p>
+                  <div className="rounded bg-gray-50 dark:bg-gray-700 px-2 py-1.5 font-mono text-[11px] text-gray-600 dark:text-gray-300">
+                    B = min(100, skill_count × 10)
+                    <span className="ml-2 text-gray-400">7 skills → 70</span>
+                  </div>
+                  <div className="text-[11px] text-gray-400 dark:text-gray-500">
+                    0 = no skills · 100 = 10+ skills
+                  </div>
+                </div>
+              </details>
+            </div>
+
+            {/* Cost Efficiency */}
+            <div className="rounded-lg border border-gray-200 dark:border-gray-600 px-4 py-3">
+              <div className="flex items-center gap-2 mb-2">
+                <span className="px-1.5 py-0.5 bg-brand-50 dark:bg-brand-900/30 text-brand-700 dark:text-brand-300 text-[10px] font-mono rounded font-bold">C</span>
+                <span className="text-sm font-semibold text-gray-800 dark:text-gray-100 flex-1">Cost Efficiency</span>
+                <span className="text-sm font-bold font-mono text-brand-600 dark:text-brand-400 tabular-nums w-10 text-right">
+                  {Math.round(scoreWeights.costEfficiency * 100)}%
+                </span>
+              </div>
+              <input
+                type="range" min={0} max={100} step={5}
+                value={Math.round(scoreWeights.costEfficiency * 100)}
+                onChange={(e) => updateWeight("costEfficiency", Number(e.target.value) / 100)}
+                className="w-full accent-brand-600"
+              />
+              <details className="mt-1.5">
+                <summary className="cursor-pointer text-[11px] text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 select-none">Show details</summary>
+                <div className="mt-2 space-y-1.5">
+                  <p className="text-xs text-gray-600 dark:text-gray-400 leading-relaxed">
+                    Inverse LCR vs org-wide max. Cheapest resource = 100, most expensive = 0. Core "price" component.
+                  </p>
+                  <div className="rounded bg-gray-50 dark:bg-gray-700 px-2 py-1.5 font-mono text-[11px] text-gray-600 dark:text-gray-300">
+                    C = round((1 − LCR / max_LCR) × 100)
+                    <span className="ml-2 text-gray-400">60€ vs 120€ → 50</span>
+                  </div>
+                  <div className="text-[11px] text-gray-400 dark:text-gray-500">
+                    0 = highest LCR · 100 = lowest LCR
+                  </div>
+                  <p className="text-[11px] text-amber-600 dark:text-amber-500">
+                    If all resources share the same LCR, everyone scores 0 on this dimension.
+                  </p>
+                </div>
+              </details>
+            </div>
+
+            {/* Chargeability */}
+            <div className="rounded-lg border border-gray-200 dark:border-gray-600 px-4 py-3">
+              <div className="flex items-center gap-2 mb-2">
+                <span className="px-1.5 py-0.5 bg-brand-50 dark:bg-brand-900/30 text-brand-700 dark:text-brand-300 text-[10px] font-mono rounded font-bold">A</span>
+                <span className="text-sm font-semibold text-gray-800 dark:text-gray-100 flex-1">Chargeability</span>
+                <span className="text-sm font-bold font-mono text-brand-600 dark:text-brand-400 tabular-nums w-10 text-right">
+                  {Math.round(scoreWeights.chargeability * 100)}%
+                </span>
+              </div>
+              <input
+                type="range" min={0} max={100} step={5}
+                value={Math.round(scoreWeights.chargeability * 100)}
+                onChange={(e) => updateWeight("chargeability", Number(e.target.value) / 100)}
+                className="w-full accent-brand-600"
+              />
+              <details className="mt-1.5">
+                <summary className="cursor-pointer text-[11px] text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 select-none">Show details</summary>
+                <div className="mt-2 space-y-1.5">
+                  <p className="text-xs text-gray-600 dark:text-gray-400 leading-relaxed">
+                    Distance from personal chargeability target (90-day window). On target = 100; −2 pts per pp off.
+                  </p>
+                  <div className="rounded bg-gray-50 dark:bg-gray-700 px-2 py-1.5 font-mono text-[11px] text-gray-600 dark:text-gray-300">
+                    A = max(0, 100 − |target% − actual%| × 2)
+                    <span className="ml-2 text-gray-400">10 pp off → 80</span>
+                  </div>
+                  <div className="text-[11px] text-gray-400 dark:text-gray-500">
+                    0 = 50+ pp off target · 100 = exactly on target
+                  </div>
+                  <p className="text-[11px] text-gray-400 dark:text-gray-500">
+                    New resources with no allocations: actual = 0%, score reflects gap from target.
+                  </p>
+                </div>
+              </details>
+            </div>
+
+            {/* Experience */}
+            <div className="rounded-lg border border-gray-200 dark:border-gray-600 px-4 py-3">
+              <div className="flex items-center gap-2 mb-2">
+                <span className="px-1.5 py-0.5 bg-brand-50 dark:bg-brand-900/30 text-brand-700 dark:text-brand-300 text-[10px] font-mono rounded font-bold">E</span>
+                <span className="text-sm font-semibold text-gray-800 dark:text-gray-100 flex-1">Experience</span>
+                <span className="text-sm font-bold font-mono text-brand-600 dark:text-brand-400 tabular-nums w-10 text-right">
+                  {Math.round(scoreWeights.experience * 100)}%
+                </span>
+              </div>
+              <input
+                type="range" min={0} max={100} step={5}
+                value={Math.round(scoreWeights.experience * 100)}
+                onChange={(e) => updateWeight("experience", Number(e.target.value) / 100)}
+                className="w-full accent-brand-600"
+              />
+              <details className="mt-1.5">
+                <summary className="cursor-pointer text-[11px] text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 select-none">Show details</summary>
+                <div className="mt-2 space-y-1.5">
+                  <p className="text-xs text-gray-600 dark:text-gray-400 leading-relaxed">
+                    Average years of experience across skills with explicit years data from skill-matrix imports. Capped at 10 years.
+                  </p>
+                  <div className="rounded bg-gray-50 dark:bg-gray-700 px-2 py-1.5 font-mono text-[11px] text-gray-600 dark:text-gray-300">
+                    E = min(100, avg_years × 10)
+                    <span className="ml-2 text-gray-400">6.5 yrs → 65 · 10+ yrs → 100</span>
+                  </div>
+                  <div className="text-[11px] text-gray-400 dark:text-gray-500">
+                    0 = no years data · 100 = 10+ years average
+                  </div>
+                </div>
+              </details>
+            </div>
+
+          </div>
+        </div>
+
+        {/* Weight sum indicator */}
+        <div className={`flex items-center gap-2 px-4 py-2.5 rounded-lg text-sm font-medium border ${
+          weightSumOk
+            ? "bg-green-50 dark:bg-green-900/20 border-green-200 dark:border-green-700 text-green-700 dark:text-green-300"
+            : "bg-red-50 dark:bg-red-900/20 border-red-200 dark:border-red-700 text-red-700 dark:text-red-300"
+        }`}>
+          <span>{weightSumOk ? "✓" : "✗"}</span>
+          <span>
+            Total weight: <span className="font-mono">{Math.round(weightSum * 100)}%</span>
+            {weightSumOk ? " — valid" : " — must be exactly 100% to save"}
+          </span>
+        </div>
+
+        {/* Visibility roles */}
+        <div className="space-y-2">
+          <label className={LABEL_CLASS}>Score visibility — which roles can see the Value Score</label>
+          <p className="text-xs text-gray-500 dark:text-gray-400">
+            Controls who sees the Score column on the Resources list, the breakdown on the Resource Detail page,
+            and the Top Value Resources dashboard widget.
+          </p>
+          <div className="flex flex-wrap gap-3 mt-2">
+            {ALL_ROLES.map((role) => (
+              <label key={role} className="flex items-center gap-1.5 text-sm text-gray-700 dark:text-gray-300 cursor-pointer select-none">
+                <input
+                  type="checkbox"
+                  checked={scoreVisibleRoles.includes(role)}
+                  onChange={() => toggleRole(role)}
+                  className="rounded border-gray-300"
+                />
+                {role}
+              </label>
+            ))}
+          </div>
+        </div>
+
+        {/* Recompute */}
+        <div className="border-t border-gray-100 dark:border-gray-700 pt-5 space-y-3">
+          <div>
+            <p className="text-xs font-semibold text-gray-600 dark:text-gray-400 uppercase tracking-wider mb-2">Recompute Scores</p>
+            <p className="text-xs text-gray-500 dark:text-gray-400 mb-3">
+              Scores are <strong>not updated automatically</strong> — run this after changing weights or after importing
+              new skill matrices. The computation fetches all active resources and their last 90 days of allocations,
+              then writes the result back to each resource record.
+            </p>
+            <div className="flex items-center gap-3">
+              <button
+                type="button"
+                onClick={() => { setRecomputeResult(null); recomputeMutation.mutate(); }}
+                disabled={recomputeMutation.isPending}
+                className="px-4 py-2 border border-gray-300 dark:border-gray-600 text-gray-700 dark:text-gray-300 rounded-lg hover:bg-gray-50 dark:hover:bg-gray-700 text-sm font-medium disabled:opacity-50"
+              >
+                {recomputeMutation.isPending ? "Recomputing…" : "Recompute All Scores"}
+              </button>
+              {recomputeResult && (
+                <span className="text-sm text-green-600 dark:text-green-400 font-medium">
+                  Updated {recomputeResult.updated} resource{recomputeResult.updated !== 1 ? "s" : ""}
+                </span>
+              )}
+            </div>
+          </div>
+        </div>
+
+        <div className="flex items-center gap-3 pt-1">
+          <button
+            type="button"
+            onClick={handleSaveScoreSettings}
+            disabled={saveScoreMutation.isPending || !weightSumOk}
+            className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+          >
+            {saveScoreMutation.isPending ? "Saving…" : "Save Score Settings"}
+          </button>
+          {scoreSaved && <span className="text-sm text-green-600 dark:text-green-400 font-medium">Saved!</span>}
+        </div>
+      </div>
+
+      {/* ── SMTP / Email ──────────────────────────────────────────── */}
+      <div className="rounded-xl border border-gray-200 dark:border-gray-700 p-6 space-y-5">
+        <div>
+          <h2 className="text-base font-semibold text-gray-900 dark:text-gray-100">Email Notifications (SMTP)</h2>
+          <p className="text-xs text-gray-500 dark:text-gray-400 mt-1">
+            Used to send email notifications when vacation requests are approved or rejected.
+          </p>
+        </div>
+
+        <div className="grid grid-cols-2 gap-4">
+          <div>
+            <label className={LABEL_CLASS}>SMTP Host</label>
+            <input type="text" className={INPUT_CLASS} value={smtpHost} onChange={(e) => setSmtpHost(e.target.value)} placeholder="smtp.example.com" />
+          </div>
+          <div>
+            <label className={LABEL_CLASS}>SMTP Port</label>
+            <input type="number" className={INPUT_CLASS} value={smtpPort} onChange={(e) => setSmtpPort(parseInt(e.target.value, 10))} min={1} max={65535} />
+          </div>
+          <div>
+            <label className={LABEL_CLASS}>SMTP Username</label>
+            <input type="text" className={INPUT_CLASS} value={smtpUser} onChange={(e) => setSmtpUser(e.target.value)} placeholder="user@example.com" autoComplete="off" />
+          </div>
+          <div>
+            <label className={LABEL_CLASS}>
+              SMTP Password{" "}
+              {settings?.hasSmtpPassword && <span className="text-gray-400 font-normal text-xs">(set — leave blank to keep)</span>}
+            </label>
+            <input type="password" className={INPUT_CLASS} value={smtpPassword} onChange={(e) => setSmtpPassword(e.target.value)} placeholder="••••••••" autoComplete="new-password" />
+          </div>
+          <div>
+            <label className={LABEL_CLASS}>From Address</label>
+            <input type="email" className={INPUT_CLASS} value={smtpFrom} onChange={(e) => setSmtpFrom(e.target.value)} placeholder="noreply@planarchy.app" />
+          </div>
+          <div className="flex items-center gap-2 pt-6">
+            <input type="checkbox" id="smtpTls" checked={smtpTls} onChange={(e) => setSmtpTls(e.target.checked)} className="rounded border-gray-300 text-brand-600" />
+            <label htmlFor="smtpTls" className="text-sm text-gray-700 dark:text-gray-300 cursor-pointer">Use TLS</label>
+          </div>
+        </div>
+
+        <div className="flex items-center gap-3">
+          <button
+            type="button"
+            onClick={handleSaveSmtp}
+            disabled={saveSmtpMutation.isPending}
+            className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+          >
+            {saveSmtpMutation.isPending ? "Saving…" : "Save SMTP Settings"}
+          </button>
+          <button
+            type="button"
+            onClick={() => testSmtpMutation.mutate()}
+            disabled={testSmtpMutation.isPending}
+            className="px-4 py-2 border border-gray-300 dark:border-gray-600 text-gray-700 dark:text-gray-300 rounded-lg hover:bg-gray-50 dark:hover:bg-gray-700 text-sm font-medium disabled:opacity-50"
+          >
+            {testSmtpMutation.isPending ? "Testing…" : "Test Connection"}
+          </button>
+          {smtpSaved && <span className="text-sm text-green-600 dark:text-green-400 font-medium">Saved!</span>}
+          {smtpTestResult && (
+            <span className={`text-sm font-medium ${smtpTestResult.ok ? "text-green-600 dark:text-green-400" : "text-red-500 dark:text-red-400"}`}>
+              {smtpTestResult.ok ? "✓ Connection successful" : `✗ ${smtpTestResult.error}`}
+            </span>
+          )}
+        </div>
+      </div>
+
+      {/* ── Vacation Defaults ─────────────────────────────────────── */}
+      <div className="rounded-xl border border-gray-200 dark:border-gray-700 p-6 space-y-5">
+        <div>
+          <h2 className="text-base font-semibold text-gray-900 dark:text-gray-100">Vacation Defaults</h2>
+          <p className="text-xs text-gray-500 dark:text-gray-400 mt-1">
+            Default annual leave entitlement for new resources and the entitlement bulk-set tool.
+          </p>
+        </div>
+
+        <div className="max-w-xs">
+          <label className={LABEL_CLASS}>Default Annual Leave Days</label>
+          <input
+            type="number"
+            className={INPUT_CLASS}
+            value={vacationDefaultDays}
+            onChange={(e) => setVacationDefaultDays(parseInt(e.target.value, 10))}
+            min={0}
+            max={365}
+          />
+          <p className="text-xs text-gray-400 dark:text-gray-500 mt-1">Applied when creating new entitlement records for resources.</p>
+        </div>
+
+        <div className="flex items-center gap-3">
+          <button
+            type="button"
+            onClick={handleSaveVacation}
+            disabled={saveVacationMutation.isPending}
+            className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+          >
+            {saveVacationMutation.isPending ? "Saving…" : "Save Vacation Settings"}
+          </button>
+          {vacationSaved && <span className="text-sm text-green-600 dark:text-green-400 font-medium">Saved!</span>}
+        </div>
+      </div>
+    </div>
+  );
+}

apps/web/src/components/admin/UsersClient.tsx

@@ -0,0 +1,536 @@
+"use client";
+
+import { useState } from "react";
+import { SystemRole, PermissionKey, type PermissionOverrides } from "@planarchy/shared";
+import { trpc } from "~/lib/trpc/client.js";
+import { FilterChips } from "~/components/ui/FilterChips.js";
+import { SortableColumnHeader } from "~/components/ui/SortableColumnHeader.js";
+import { useTableSort } from "~/hooks/useTableSort.js";
+import { useViewPrefs } from "~/hooks/useViewPrefs.js";
+
+const ALL_PERMISSION_KEYS = Object.values(PermissionKey);
+
+const PERMISSION_LABELS: Record<string, string> = {
+  viewCosts: "View Costs",
+  exportData: "Export Data",
+  importData: "Import Data",
+  approveVacations: "Approve Vacations",
+  manageBlueprints: "Manage Blueprints",
+  viewAllResources: "View All Resources",
+  manageResources: "Manage Resources",
+  manageProjects: "Manage Projects",
+  manageAllocations: "Manage Allocations",
+  manageRoles: "Manage Roles",
+  manageUsers: "Manage Users",
+};
+
+const SYSTEM_ROLE_LABELS: Record<SystemRole, string> = {
+  [SystemRole.ADMIN]: "Admin",
+  [SystemRole.MANAGER]: "Manager",
+  [SystemRole.CONTROLLER]: "Controller",
+  [SystemRole.USER]: "User",
+  [SystemRole.VIEWER]: "Viewer",
+};
+
+const ROLE_BADGE_COLORS: Record<SystemRole, string> = {
+  [SystemRole.ADMIN]: "bg-purple-100 text-purple-700 dark:bg-purple-900/40 dark:text-purple-400",
+  [SystemRole.MANAGER]: "bg-blue-100 text-blue-700 dark:bg-blue-900/40 dark:text-blue-400",
+  [SystemRole.CONTROLLER]: "bg-amber-100 text-amber-700 dark:bg-amber-900/40 dark:text-amber-400",
+  [SystemRole.USER]: "bg-gray-100 text-gray-600 dark:bg-gray-800 dark:text-gray-400",
+  [SystemRole.VIEWER]: "bg-gray-100 text-gray-500 dark:bg-gray-800 dark:text-gray-500",
+};
+
+// Lower = more privileged (sort asc = most privileged first)
+const ROLE_ORDER: Record<string, number> = {
+  ADMIN: 0,
+  MANAGER: 1,
+  CONTROLLER: 2,
+  USER: 3,
+  VIEWER: 4,
+};
+
+type UserRow = {
+  id: string;
+  name: string | null;
+  email: string;
+  systemRole: string;
+  createdAt: Date;
+};
+
+type EditState = {
+  userId: string;
+  systemRole: SystemRole;
+  granted: Set<string>;
+  denied: Set<string>;
+  chapterIds: string;
+};
+
+export function UsersClient() {
+  const [selectedUserId, setSelectedUserId] = useState<string | null>(null);
+  const [editState, setEditState] = useState<EditState | null>(null);
+  const [actionError, setActionError] = useState<string | null>(null);
+  const [search, setSearch] = useState("");
+  const [roleFilter, setRoleFilter] = useState<SystemRole | "">("");
+
+  const utils = trpc.useUtils();
+
+  const { data: users, isLoading } = trpc.user.list.useQuery(undefined, {
+    staleTime: 10_000,
+  });
+
+  const { data: effectivePerms } = trpc.user.getEffectivePermissions.useQuery(
+    { userId: selectedUserId ?? "" },
+    { enabled: !!selectedUserId },
+  );
+
+  const updateRoleMutation = trpc.user.updateRole.useMutation({
+    onSuccess: async () => {
+      await utils.user.list.invalidate();
+      await utils.user.getEffectivePermissions.invalidate();
+    },
+    onError: (err) => setActionError(err.message),
+  });
+
+  // eslint-disable-next-line @typescript-eslint/ban-ts-comment
+  // @ts-ignore TS2589: tRPC infers union type too deeply for nullable overrides schema
+  const setPermissionsMutation = trpc.user.setPermissions.useMutation({
+    onSuccess: async () => {
+      await utils.user.list.invalidate();
+      await utils.user.getEffectivePermissions.invalidate();
+    },
+    onError: (err) => setActionError(err.message),
+  });
+
+  const resetPermissionsMutation = trpc.user.resetPermissions.useMutation({
+    onSuccess: async () => {
+      await utils.user.list.invalidate();
+      await utils.user.getEffectivePermissions.invalidate();
+      if (editState) {
+        setEditState({ ...editState, granted: new Set(), denied: new Set(), chapterIds: "" });
+      }
+    },
+    onError: (err) => setActionError(err.message),
+  });
+
+  function openEdit(user: UserRow) {
+    const role = (user.systemRole as SystemRole) ?? SystemRole.USER;
+    setSelectedUserId(user.id);
+    setEditState({
+      userId: user.id,
+      systemRole: role,
+      granted: new Set(),
+      denied: new Set(),
+      chapterIds: "",
+    });
+    setActionError(null);
+  }
+
+  function closeEdit() {
+    setSelectedUserId(null);
+    setEditState(null);
+    setActionError(null);
+  }
+
+  function toggleGranted(key: string) {
+    if (!editState) return;
+    const next = new Set(editState.granted);
+    const nextDenied = new Set(editState.denied);
+    if (next.has(key)) {
+      next.delete(key);
+    } else {
+      next.add(key);
+      nextDenied.delete(key);
+    }
+    setEditState({ ...editState, granted: next, denied: nextDenied });
+  }
+
+  function toggleDenied(key: string) {
+    if (!editState) return;
+    const next = new Set(editState.denied);
+    const nextGranted = new Set(editState.granted);
+    if (next.has(key)) {
+      next.delete(key);
+    } else {
+      next.add(key);
+      nextGranted.delete(key);
+    }
+    setEditState({ ...editState, denied: next, granted: nextGranted });
+  }
+
+  async function handleSaveRole() {
+    if (!editState) return;
+    setActionError(null);
+    await updateRoleMutation.mutateAsync({ id: editState.userId, systemRole: editState.systemRole });
+  }
+
+  async function handleSavePermissions() {
+    if (!editState) return;
+    setActionError(null);
+    const granted = Array.from(editState.granted);
+    const denied = Array.from(editState.denied);
+    const chapterIds = editState.chapterIds
+      .split(",")
+      .map((s) => s.trim())
+      .filter(Boolean);
+    const overrides: PermissionOverrides = {
+      ...(granted.length > 0 ? { granted: granted as unknown as PermissionKey[] } : {}),
+      ...(denied.length > 0 ? { denied: denied as unknown as PermissionKey[] } : {}),
+      ...(chapterIds.length > 0 ? { chapterIds } : {}),
+    };
+    const hasOverrides = granted.length > 0 || denied.length > 0 || chapterIds.length > 0;
+    await setPermissionsMutation.mutateAsync({
+      userId: editState.userId,
+      overrides: hasOverrides ? overrides : null,
+    });
+  }
+
+  async function handleReset() {
+    if (!editState) return;
+    setActionError(null);
+    await resetPermissionsMutation.mutateAsync({ userId: editState.userId });
+  }
+
+  const allUsers = (users ?? []) as unknown as UserRow[];
+
+  // Client-side filtering
+  const filteredUsers = allUsers.filter((u) => {
+    if (search) {
+      const q = search.toLowerCase();
+      if (!(u.name ?? "").toLowerCase().includes(q) && !u.email.toLowerCase().includes(q)) return false;
+    }
+    if (roleFilter && u.systemRole !== roleFilter) return false;
+    return true;
+  });
+
+  const usersViewPrefs = useViewPrefs("users");
+  const { sorted, sortField, sortDir, toggle } = useTableSort(filteredUsers, {
+    initialField: usersViewPrefs.savedSort?.field ?? null,
+    initialDir: usersViewPrefs.savedSort?.dir ?? null,
+    onSortChange: (field, dir) => {
+      usersViewPrefs.setSavedSort(field && dir ? { field, dir } : null);
+    },
+  });
+
+  function handleSort(field: string) {
+    if (field === "systemRole") {
+      toggle("systemRole", (u) => ROLE_ORDER[u.systemRole] ?? 99);
+    } else {
+      toggle(field as keyof UserRow);
+    }
+  }
+
+  const selectedUser = editState ? allUsers.find((u) => u.id === editState.userId) : null;
+
+  const isPending =
+    updateRoleMutation.isPending ||
+    setPermissionsMutation.isPending ||
+    resetPermissionsMutation.isPending;
+
+  function clearAll() {
+    setSearch("");
+    setRoleFilter("");
+  }
+
+  const chips = [
+    ...(search ? [{ label: `Search: "${search}"`, onRemove: () => setSearch("") }] : []),
+    ...(roleFilter ? [{ label: `Role: ${SYSTEM_ROLE_LABELS[roleFilter]}`, onRemove: () => setRoleFilter("") }] : []),
+  ];
+
+  return (
+    <div className="p-6 max-w-5xl mx-auto">
+      <div className="flex items-center justify-between mb-6">
+        <div>
+          <h1 className="text-2xl font-bold text-gray-900 dark:text-gray-50">User Management</h1>
+          <p className="text-sm text-gray-500 dark:text-gray-400 mt-1">
+            Manage user roles and permission overrides
+          </p>
+        </div>
+      </div>
+
+      {/* Filters */}
+      <div className="flex flex-wrap items-center gap-3 mb-3">
+        <input
+          type="search"
+          placeholder="Search by name or email…"
+          value={search}
+          onChange={(e) => setSearch(e.target.value)}
+          className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm focus:outline-none focus:ring-2 focus:ring-brand-400 w-64 bg-white dark:bg-gray-900 dark:text-gray-100"
+        />
+        <select
+          value={roleFilter}
+          onChange={(e) => setRoleFilter(e.target.value as SystemRole | "")}
+          className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm focus:outline-none focus:ring-2 focus:ring-brand-400 bg-white dark:bg-gray-900 dark:text-gray-100"
+        >
+          <option value="">All Roles</option>
+          {Object.values(SystemRole).map((role) => (
+            <option key={role} value={role}>{SYSTEM_ROLE_LABELS[role]}</option>
+          ))}
+        </select>
+      </div>
+
+      {chips.length > 0 && (
+        <div className="mb-3">
+          <FilterChips chips={chips} onClearAll={clearAll} />
+        </div>
+      )}
+
+      {actionError && (
+        <div className="mb-4 rounded-lg bg-red-50 dark:bg-red-900/20 border border-red-200 dark:border-red-700 px-4 py-3 text-sm text-red-700 dark:text-red-400 flex items-center justify-between">
+          {actionError}
+          <button
+            type="button"
+            onClick={() => setActionError(null)}
+            className="text-red-400 hover:text-red-600 text-lg leading-none"
+          >
+            &times;
+          </button>
+        </div>
+      )}
+
+      {/* User Table */}
+      <div className="bg-white dark:bg-gray-900 rounded-xl border border-gray-200 dark:border-gray-700 overflow-hidden">
+        <table className="w-full text-sm">
+          <thead>
+            <tr className="border-b border-gray-200 dark:border-gray-700 bg-gray-50 dark:bg-gray-800/50">
+              <SortableColumnHeader label="Name" field="name" sortField={sortField} sortDir={sortDir} onSort={handleSort} />
+              <SortableColumnHeader label="Email" field="email" sortField={sortField} sortDir={sortDir} onSort={handleSort} />
+              <SortableColumnHeader label="Role" field="systemRole" sortField={sortField} sortDir={sortDir} onSort={handleSort} align="center" tooltip="System role determines default access level. ADMIN: full access · MANAGER: manage resources/projects · CONTROLLER: read + export costs · USER: standard access · VIEWER: read-only. Individual permissions can be overridden via the edit dialog." tooltipWidth="w-80" />
+              <SortableColumnHeader label="Created" field="createdAt" sortField={sortField} sortDir={sortDir} onSort={handleSort} tooltip="Account creation date." />
+              <th className="text-right px-4 py-3 font-medium text-gray-600 dark:text-gray-400 text-xs uppercase tracking-wider">Actions</th>
+            </tr>
+          </thead>
+          <tbody>
+            {isLoading && (
+              <tr>
+                <td colSpan={5} className="text-center py-8 text-gray-400">
+                  Loading…
+                </td>
+              </tr>
+            )}
+            {!isLoading && sorted.length === 0 && (
+              <tr>
+                <td colSpan={5} className="text-center py-8 text-gray-400">
+                  No users found.
+                </td>
+              </tr>
+            )}
+            {sorted.map((user) => (
+              <tr
+                key={user.id}
+                className="border-b border-gray-100 dark:border-gray-800 hover:bg-gray-50 dark:hover:bg-gray-800/30 transition-colors"
+              >
+                <td className="px-4 py-3 font-medium text-gray-900 dark:text-gray-100">
+                  {user.name ?? <span className="italic text-gray-400">—</span>}
+                </td>
+                <td className="px-4 py-3 text-gray-500 dark:text-gray-400">{user.email}</td>
+                <td className="px-4 py-3 text-center">
+                  <span
+                    className={`inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium ${
+                      ROLE_BADGE_COLORS[user.systemRole as SystemRole] ?? ROLE_BADGE_COLORS[SystemRole.USER]
+                    }`}
+                  >
+                    {SYSTEM_ROLE_LABELS[user.systemRole as SystemRole] ?? user.systemRole}
+                  </span>
+                </td>
+                <td className="px-4 py-3 text-gray-500 dark:text-gray-400 text-xs">
+                  {new Date(user.createdAt).toLocaleDateString("en-GB")}
+                </td>
+                <td className="px-4 py-3 text-right">
+                  <button
+                    type="button"
+                    onClick={() => openEdit(user)}
+                    className="text-xs text-brand-600 hover:text-brand-800 font-medium"
+                  >
+                    Edit
+                  </button>
+                </td>
+              </tr>
+            ))}
+          </tbody>
+        </table>
+      </div>
+
+      {/* Edit Modal */}
+      {editState && selectedUser && (
+        <div className="fixed inset-0 bg-black/50 z-50 flex items-center justify-center p-4">
+          <div className="bg-white dark:bg-gray-900 rounded-xl shadow-2xl w-full max-w-2xl mx-4 flex flex-col max-h-[90vh]">
+            {/* Modal Header */}
+            <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200 dark:border-gray-700">
+              <div>
+                <h2 className="text-lg font-semibold text-gray-900 dark:text-gray-100">
+                  Edit User
+                </h2>
+                <p className="text-sm text-gray-500 dark:text-gray-400 mt-0.5">
+                  {selectedUser.name ?? selectedUser.email}
+                </p>
+              </div>
+              <button
+                type="button"
+                onClick={closeEdit}
+                className="text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 text-2xl leading-none"
+              >
+                &times;
+              </button>
+            </div>
+
+            {/* Modal Body */}
+            <div className="overflow-y-auto flex-1 px-6 py-5 space-y-6">
+              {/* System Role */}
+              <section>
+                <h3 className="text-sm font-semibold text-gray-700 dark:text-gray-300 mb-3">
+                  System Role
+                </h3>
+                <div className="flex items-center gap-3">
+                  <select
+                    value={editState.systemRole}
+                    onChange={(e) =>
+                      setEditState({ ...editState, systemRole: e.target.value as SystemRole })
+                    }
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                  >
+                    {Object.values(SystemRole).map((role) => (
+                      <option key={role} value={role}>
+                        {SYSTEM_ROLE_LABELS[role]}
+                      </option>
+                    ))}
+                  </select>
+                  <button
+                    type="button"
+                    onClick={handleSaveRole}
+                    disabled={isPending}
+                    className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+                  >
+                    {updateRoleMutation.isPending ? "Saving…" : "Save Role"}
+                  </button>
+                </div>
+              </section>
+
+              {/* Effective Permissions */}
+              {effectivePerms && (
+                <section>
+                  <h3 className="text-sm font-semibold text-gray-700 dark:text-gray-300 mb-2">
+                    Effective Permissions
+                  </h3>
+                  <div className="flex flex-wrap gap-1.5">
+                    {ALL_PERMISSION_KEYS.map((key) => {
+                      const isActive = effectivePerms.effectivePermissions.includes(key);
+                      return (
+                        <span
+                          key={key}
+                          className={`inline-flex items-center px-2 py-0.5 rounded text-xs font-medium ${
+                            isActive
+                              ? "bg-green-100 text-green-700 dark:bg-green-900/40 dark:text-green-400"
+                              : "bg-gray-100 text-gray-400 dark:bg-gray-800 dark:text-gray-600 line-through"
+                          }`}
+                        >
+                          {PERMISSION_LABELS[key] ?? key}
+                        </span>
+                      );
+                    })}
+                  </div>
+                </section>
+              )}
+
+              {/* Permission Overrides */}
+              <section>
+                <h3 className="text-sm font-semibold text-gray-700 dark:text-gray-300 mb-3">
+                  Permission Overrides
+                </h3>
+                <div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
+                  {/* Additional Grants */}
+                  <div>
+                    <p className="text-xs font-medium text-green-700 dark:text-green-400 mb-2 uppercase tracking-wide">
+                      Additional Grants
+                    </p>
+                    <div className="space-y-1.5">
+                      {ALL_PERMISSION_KEYS.map((key) => (
+                        <label
+                          key={`grant-${key}`}
+                          className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300 cursor-pointer select-none"
+                        >
+                          <input
+                            type="checkbox"
+                            checked={editState.granted.has(key)}
+                            onChange={() => toggleGranted(key)}
+                            className="rounded border-gray-300 text-green-600 focus:ring-green-500"
+                          />
+                          {PERMISSION_LABELS[key] ?? key}
+                        </label>
+                      ))}
+                    </div>
+                  </div>
+
+                  {/* Explicit Denials */}
+                  <div>
+                    <p className="text-xs font-medium text-red-700 dark:text-red-400 mb-2 uppercase tracking-wide">
+                      Explicit Denials
+                    </p>
+                    <div className="space-y-1.5">
+                      {ALL_PERMISSION_KEYS.map((key) => (
+                        <label
+                          key={`deny-${key}`}
+                          className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300 cursor-pointer select-none"
+                        >
+                          <input
+                            type="checkbox"
+                            checked={editState.denied.has(key)}
+                            onChange={() => toggleDenied(key)}
+                            className="rounded border-gray-300 text-red-600 focus:ring-red-500"
+                          />
+                          {PERMISSION_LABELS[key] ?? key}
+                        </label>
+                      ))}
+                    </div>
+                  </div>
+                </div>
+
+                {/* Chapter Scope */}
+                <div className="mt-4">
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1.5">
+                    Chapter Scope (comma-separated IDs, leave blank for all)
+                  </label>
+                  <input
+                    type="text"
+                    value={editState.chapterIds}
+                    onChange={(e) => setEditState({ ...editState, chapterIds: e.target.value })}
+                    placeholder="e.g. chapter-1, chapter-2"
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                  />
+                </div>
+              </section>
+            </div>
+
+            {/* Modal Footer */}
+            <div className="flex items-center justify-between px-6 py-4 border-t border-gray-200 dark:border-gray-700 gap-3">
+              <button
+                type="button"
+                onClick={handleReset}
+                disabled={isPending}
+                className="px-4 py-2 text-sm text-red-600 dark:text-red-400 hover:text-red-800 dark:hover:text-red-300 border border-red-200 dark:border-red-700 hover:border-red-300 dark:hover:border-red-600 rounded-lg disabled:opacity-50"
+              >
+                {resetPermissionsMutation.isPending ? "Resetting…" : "Reset to Defaults"}
+              </button>
+              <div className="flex gap-3">
+                <button
+                  type="button"
+                  onClick={closeEdit}
+                  className="px-4 py-2 text-sm text-gray-600 hover:text-gray-800 dark:text-gray-400 dark:hover:text-gray-200"
+                >
+                  Close
+                </button>
+                <button
+                  type="button"
+                  onClick={handleSavePermissions}
+                  disabled={isPending}
+                  className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+                >
+                  {setPermissionsMutation.isPending ? "Saving…" : "Save Permissions"}
+                </button>
+              </div>
+            </div>
+          </div>
+        </div>
+      )}
+    </div>
+  );
+}

apps/web/src/components/admin/UtilizationCategoriesClient.tsx

@@ -0,0 +1,243 @@
+"use client";
+
+import { useState } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+
+type CategoryRow = {
+  id: string;
+  code: string;
+  name: string;
+  description: string | null;
+  sortOrder: number;
+  isDefault: boolean;
+  isActive: boolean;
+};
+
+type EditingCategory = {
+  id?: string;
+  code: string;
+  name: string;
+  description: string;
+  sortOrder: number;
+  isDefault: boolean;
+};
+
+const emptyCategory: EditingCategory = {
+  code: "",
+  name: "",
+  description: "",
+  sortOrder: 0,
+  isDefault: false,
+};
+
+export function UtilizationCategoriesClient() {
+  const [editing, setEditing] = useState<EditingCategory | null>(null);
+  const [error, setError] = useState<string | null>(null);
+
+  const utils = trpc.useUtils();
+  const { data: categories, isLoading } = trpc.utilizationCategory.list.useQuery();
+
+  const createMut = trpc.utilizationCategory.create.useMutation({
+    onSuccess: () => { void utils.utilizationCategory.list.invalidate(); setEditing(null); },
+    onError: (e) => setError(e.message),
+  });
+  const updateMut = trpc.utilizationCategory.update.useMutation({
+    onSuccess: () => { void utils.utilizationCategory.list.invalidate(); setEditing(null); },
+    onError: (e) => setError(e.message),
+  });
+
+  function openCreate() {
+    const maxOrder = Math.max(0, ...(categories ?? []).map((c) => (c as unknown as CategoryRow).sortOrder));
+    setEditing({ ...emptyCategory, sortOrder: maxOrder + 1 });
+    setError(null);
+  }
+
+  function openEdit(c: CategoryRow) {
+    setEditing({
+      id: c.id,
+      code: c.code,
+      name: c.name,
+      description: c.description ?? "",
+      sortOrder: c.sortOrder,
+      isDefault: c.isDefault,
+    });
+    setError(null);
+  }
+
+  function handleSave() {
+    if (!editing) return;
+    setError(null);
+
+    if (editing.id) {
+      updateMut.mutate({
+        id: editing.id,
+        data: {
+          code: editing.code,
+          name: editing.name,
+          description: editing.description || undefined,
+          sortOrder: editing.sortOrder,
+          isDefault: editing.isDefault,
+        },
+      });
+    } else {
+      createMut.mutate({
+        code: editing.code,
+        name: editing.name,
+        description: editing.description || undefined,
+        sortOrder: editing.sortOrder,
+        isDefault: editing.isDefault,
+      });
+    }
+  }
+
+  const isPending = createMut.isPending || updateMut.isPending;
+  const rows = (categories ?? []) as unknown as CategoryRow[];
+
+  return (
+    <div className="p-6 max-w-4xl mx-auto">
+      <div className="flex items-center justify-between mb-6">
+        <div>
+          <h1 className="text-2xl font-bold text-gray-900 dark:text-gray-50">Utilization Categories</h1>
+          <p className="text-sm text-gray-500 dark:text-gray-400 mt-1">
+            Categories assigned to projects for chargeability reporting
+          </p>
+        </div>
+        <button
+          type="button"
+          onClick={openCreate}
+          className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium"
+        >
+          + Add Category
+        </button>
+      </div>
+
+      {error && (
+        <div className="mb-4 rounded-lg bg-red-50 dark:bg-red-900/20 border border-red-200 dark:border-red-700 px-4 py-3 text-sm text-red-700 dark:text-red-400 flex items-center justify-between">
+          {error}
+          <button type="button" onClick={() => setError(null)} className="text-red-400 hover:text-red-600 text-lg leading-none">&times;</button>
+        </div>
+      )}
+
+      <div className="bg-white dark:bg-gray-900 rounded-xl border border-gray-200 dark:border-gray-700 overflow-hidden">
+        <table className="w-full text-sm">
+          <thead>
+            <tr className="border-b border-gray-200 dark:border-gray-700 bg-gray-50 dark:bg-gray-800/50">
+              <th className="text-left px-4 py-3 font-medium text-gray-600 dark:text-gray-400 text-xs uppercase tracking-wider">Code</th>
+              <th className="text-left px-4 py-3 font-medium text-gray-600 dark:text-gray-400 text-xs uppercase tracking-wider">Name</th>
+              <th className="text-left px-4 py-3 font-medium text-gray-600 dark:text-gray-400 text-xs uppercase tracking-wider">Description</th>
+              <th className="text-center px-4 py-3 font-medium text-gray-600 dark:text-gray-400 text-xs uppercase tracking-wider">Default</th>
+              <th className="text-center px-4 py-3 font-medium text-gray-600 dark:text-gray-400 text-xs uppercase tracking-wider">Order</th>
+              <th className="text-right px-4 py-3 font-medium text-gray-600 dark:text-gray-400 text-xs uppercase tracking-wider">Actions</th>
+            </tr>
+          </thead>
+          <tbody>
+            {isLoading && (
+              <tr><td colSpan={6} className="text-center py-8 text-gray-400">Loading...</td></tr>
+            )}
+            {!isLoading && rows.length === 0 && (
+              <tr><td colSpan={6} className="text-center py-8 text-gray-400">No categories yet.</td></tr>
+            )}
+            {rows.map((c) => (
+              <tr key={c.id} className="border-b border-gray-100 dark:border-gray-800 hover:bg-gray-50 dark:hover:bg-gray-800/30">
+                <td className="px-4 py-3 font-mono font-medium text-gray-900 dark:text-gray-100">{c.code}</td>
+                <td className="px-4 py-3 text-gray-900 dark:text-gray-100">{c.name}</td>
+                <td className="px-4 py-3 text-gray-500 dark:text-gray-400 text-xs max-w-xs truncate">{c.description ?? "—"}</td>
+                <td className="px-4 py-3 text-center">
+                  {c.isDefault && (
+                    <span className="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-green-100 text-green-700 dark:bg-green-900/40 dark:text-green-400">Default</span>
+                  )}
+                </td>
+                <td className="px-4 py-3 text-center text-gray-400">{c.sortOrder}</td>
+                <td className="px-4 py-3 text-right">
+                  <button type="button" onClick={() => openEdit(c)} className="text-xs text-brand-600 hover:text-brand-800 font-medium">Edit</button>
+                </td>
+              </tr>
+            ))}
+          </tbody>
+        </table>
+      </div>
+
+      {/* Create/Edit Modal */}
+      {editing && (
+        <div className="fixed inset-0 bg-black/50 z-50 flex items-center justify-center p-4">
+          <div className="bg-white dark:bg-gray-900 rounded-xl shadow-2xl w-full max-w-md mx-4">
+            <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200 dark:border-gray-700">
+              <h2 className="text-lg font-semibold text-gray-900 dark:text-gray-100">
+                {editing.id ? "Edit Category" : "Add Category"}
+              </h2>
+              <button type="button" onClick={() => setEditing(null)} className="text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 text-2xl leading-none">&times;</button>
+            </div>
+
+            <div className="px-6 py-5 space-y-4">
+              <div className="grid grid-cols-2 gap-4">
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Code</label>
+                  <input
+                    type="text"
+                    value={editing.code}
+                    onChange={(e) => setEditing({ ...editing, code: e.target.value })}
+                    placeholder="Chg"
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400 font-mono"
+                  />
+                </div>
+                <div>
+                  <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Sort Order</label>
+                  <input
+                    type="number"
+                    value={editing.sortOrder}
+                    onChange={(e) => setEditing({ ...editing, sortOrder: parseInt(e.target.value) || 0 })}
+                    className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                  />
+                </div>
+              </div>
+
+              <div>
+                <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Name</label>
+                <input
+                  type="text"
+                  value={editing.name}
+                  onChange={(e) => setEditing({ ...editing, name: e.target.value })}
+                  placeholder="Chargeable"
+                  className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400"
+                />
+              </div>
+
+              <div>
+                <label className="block text-xs font-medium text-gray-600 dark:text-gray-400 mb-1">Description</label>
+                <textarea
+                  value={editing.description}
+                  onChange={(e) => setEditing({ ...editing, description: e.target.value })}
+                  rows={2}
+                  placeholder="Revenue-generating client project work"
+                  className="border border-gray-300 dark:border-gray-600 rounded-lg px-3 py-2 text-sm w-full bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100 focus:outline-none focus:ring-2 focus:ring-brand-400 resize-none"
+                />
+              </div>
+
+              <label className="flex items-center gap-2 text-sm text-gray-700 dark:text-gray-300 cursor-pointer">
+                <input
+                  type="checkbox"
+                  checked={editing.isDefault}
+                  onChange={(e) => setEditing({ ...editing, isDefault: e.target.checked })}
+                  className="rounded border-gray-300 text-brand-600 focus:ring-brand-500"
+                />
+                Default category for new projects
+              </label>
+            </div>
+
+            <div className="flex items-center justify-end px-6 py-4 border-t border-gray-200 dark:border-gray-700 gap-3">
+              <button type="button" onClick={() => setEditing(null)} className="px-4 py-2 text-sm text-gray-600 hover:text-gray-800 dark:text-gray-400 dark:hover:text-gray-200">Cancel</button>
+              <button
+                type="button"
+                onClick={handleSave}
+                disabled={isPending || !editing.code || !editing.name}
+                className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+              >
+                {isPending ? "Saving..." : editing.id ? "Update" : "Create"}
+              </button>
+            </div>
+          </div>
+        </div>
+      )}
+    </div>
+  );
+}

apps/web/src/components/allocations/AllocationModal.tsx

@@ -0,0 +1,483 @@
+"use client";
+
+import { useState, useEffect, useRef } from "react";
+import { useFocusTrap } from "~/hooks/useFocusTrap.js";
+import { AllocationStatus } from "@planarchy/shared";
+import type { AllocationWithDetails, RecurrencePattern } from "@planarchy/shared";
+import { trpc } from "~/lib/trpc/client.js";
+import { getPlanningEntryMutationId } from "~/lib/planningEntryIds.js";
+import { DateInput } from "~/components/ui/DateInput.js";
+import { RecurrenceEditor } from "./RecurrenceEditor.js";
+
+const ALLOCATION_STATUSES = Object.values(AllocationStatus);
+type EntryKind = "demand" | "assignment";
+
+interface AllocationModalProps {
+  allocation?: AllocationWithDetails | null;
+  onClose: () => void;
+  onSuccess: () => void;
+}
+
+function toDateInputValue(date: Date | string | null | undefined): string {
+  if (!date) return "";
+  const d = typeof date === "string" ? new Date(date) : date;
+  return d.toISOString().split("T")[0] ?? "";
+}
+
+export function AllocationModal({ allocation, onClose, onSuccess }: AllocationModalProps) {
+  const isEditing = Boolean(allocation);
+  const initialEntryKind: EntryKind = allocation && !allocation.resourceId ? "demand" : "assignment";
+  const [entryKind, setEntryKind] = useState<EntryKind>(initialEntryKind);
+  const isDemandEntry = entryKind === "demand";
+
+  const [resourceId, setResourceId] = useState(allocation?.resourceId ?? "");
+  const [projectId, setProjectId] = useState(allocation?.projectId ?? "");
+  const [roleId, setRoleId] = useState(allocation?.roleId ?? "");
+  const [roleFreeText, setRoleFreeText] = useState(allocation?.role ?? "");
+  const [headcount, setHeadcount] = useState(allocation?.headcount ?? 1);
+  const [startDate, setStartDate] = useState(toDateInputValue(allocation?.startDate));
+  const [endDate, setEndDate] = useState(toDateInputValue(allocation?.endDate));
+  const [hoursPerDay, setHoursPerDay] = useState<number>(allocation?.hoursPerDay ?? 8);
+  const [status, setStatus] = useState<AllocationStatus>(
+    allocation?.status ?? AllocationStatus.PROPOSED,
+  );
+  const existingMeta = allocation?.metadata as Record<string, unknown> | undefined;
+  const [isRecurring, setIsRecurring] = useState<boolean>(!!existingMeta?.recurrence);
+  const [recurrence, setRecurrence] = useState<RecurrencePattern | undefined>(
+    existingMeta?.recurrence as RecurrencePattern | undefined,
+  );
+  const [serverError, setServerError] = useState<string | null>(null);
+
+  const panelRef = useRef<HTMLDivElement>(null);
+  useFocusTrap(panelRef, true);
+
+  const { data: resources } = trpc.resource.list.useQuery(
+    { isActive: true, limit: 500 },
+    { staleTime: 60_000 },
+  );
+  const { data: projects } = trpc.project.list.useQuery(
+    { limit: 500 },
+    { staleTime: 60_000 },
+  );
+  const { data: rolesData } = trpc.role.list.useQuery(
+    { isActive: true },
+    { staleTime: 60_000 },
+  );
+
+  const utils = trpc.useUtils();
+  const invalidatePlanningViews = () => {
+    void utils.allocation.list.invalidate();
+    void (utils as { allocation: { listView: { invalidate: () => Promise<unknown> } } }).allocation.listView.invalidate();
+    void utils.allocation.listDemands.invalidate();
+    void utils.allocation.listAssignments.invalidate();
+    void utils.timeline.getEntries.invalidate();
+    void utils.timeline.getEntriesView.invalidate();
+    void utils.timeline.getProjectContext.invalidate();
+    void utils.timeline.getBudgetStatus.invalidate();
+  };
+
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+  const createDemandMutation = (trpc.allocation.createDemandRequirement.useMutation as any)({
+    onSuccess: () => {
+      invalidatePlanningViews();
+      onSuccess();
+    },
+    onError: (err: { message: string }) => {
+      setServerError(err.message);
+    },
+  }) as {
+    isPending: boolean;
+    isError: boolean;
+    error?: { message: string };
+    mutate: (input: unknown) => void;
+  };
+
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+  const createAssignmentMutation = (trpc.allocation.createAssignment.useMutation as any)({
+    onSuccess: () => {
+      invalidatePlanningViews();
+      onSuccess();
+    },
+    onError: (err: { message: string }) => {
+      setServerError(err.message);
+    },
+  }) as {
+    isPending: boolean;
+    isError: boolean;
+    error?: { message: string };
+    mutate: (input: unknown) => void;
+  };
+
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+  const updateMutation = (trpc.allocation.update.useMutation as any)({
+    onSuccess: () => {
+      invalidatePlanningViews();
+      onSuccess();
+    },
+    onError: (err: { message: string }) => {
+      setServerError(err.message);
+    },
+  }) as {
+    isPending: boolean;
+    isError: boolean;
+    error?: { message: string };
+    mutate: (input: unknown) => void;
+  };
+
+  const isPending =
+    createDemandMutation.isPending ||
+    createAssignmentMutation.isPending ||
+    updateMutation.isPending;
+
+  useEffect(() => {
+    setServerError(null);
+  }, [resourceId, projectId, roleId, roleFreeText, startDate, endDate, hoursPerDay, status, entryKind]);
+
+  function handleSubmit(e: React.FormEvent) {
+    e.preventDefault();
+    setServerError(null);
+
+    if (!projectId) {
+      setServerError("Please select a project.");
+      return;
+    }
+    if (!isDemandEntry && !resourceId) {
+      setServerError("Please select a resource.");
+      return;
+    }
+    if (!startDate || !endDate) {
+      setServerError("Please fill in start and end dates.");
+      return;
+    }
+
+    const start = new Date(startDate);
+    const end = new Date(endDate);
+
+    if (end < start) {
+      setServerError("End date must be on or after start date.");
+      return;
+    }
+
+    const baseMeta = (allocation?.metadata as Record<string, unknown> | undefined) ?? {};
+    const metadata: Record<string, unknown> = {
+      ...baseMeta,
+      ...(isRecurring && recurrence ? { recurrence } : { recurrence: undefined }),
+    };
+    if (!isRecurring) delete metadata.recurrence;
+
+    // Determine role string from roleId if set
+    const rolesList = rolesData ?? [];
+    const selectedRole = rolesList.find((r) => r.id === roleId);
+    const roleString = selectedRole ? selectedRole.name : (roleFreeText || undefined);
+
+    const percentage = Math.min(100, Math.round((hoursPerDay / 8) * 100));
+
+    if (isEditing && allocation) {
+      updateMutation.mutate({
+        id: getPlanningEntryMutationId(allocation),
+        data: {
+          resourceId: isDemandEntry ? undefined : (resourceId || undefined),
+          projectId,
+          role: roleString,
+          roleId: roleId || undefined,
+          headcount: isDemandEntry ? headcount : 1,
+          startDate: start,
+          endDate: end,
+          hoursPerDay,
+          percentage,
+          status: status as AllocationStatus,
+          metadata,
+        },
+      });
+    } else if (isDemandEntry) {
+      createDemandMutation.mutate({
+        projectId,
+        role: roleString,
+        roleId: roleId || undefined,
+        headcount,
+        startDate: start,
+        endDate: end,
+        hoursPerDay,
+        percentage,
+        status: status as AllocationStatus,
+        metadata,
+      });
+    } else {
+      createAssignmentMutation.mutate({
+        resourceId,
+        projectId,
+        role: roleString,
+        roleId: roleId || undefined,
+        startDate: start,
+        endDate: end,
+        hoursPerDay,
+        percentage,
+        status: status as AllocationStatus,
+        metadata,
+      });
+    }
+  }
+
+  const inputClass =
+    "w-full px-3 py-2 border border-gray-300 dark:border-gray-600 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm dark:bg-gray-900 dark:text-gray-100";
+  const labelClass = "block text-sm font-medium text-gray-700 dark:text-gray-300 mb-1";
+
+  const resourceList = (resources?.resources ?? []) as Array<{ id: string; displayName: string; eid: string }>;
+  const projectList = (projects?.projects ?? []) as Array<{ id: string; name: string; shortCode: string }>;
+  const rolesList = (rolesData ?? []) as Array<{ id: string; name: string; color: string | null }>;
+  const entryLabel = isDemandEntry ? "Open Demand" : "Assignment";
+
+  return (
+    <div
+      className="fixed inset-0 bg-black/50 z-50 flex items-start justify-center overflow-y-auto py-8"
+      onClick={(e) => {
+        if (e.target === e.currentTarget) onClose();
+      }}
+    >
+      <div
+        ref={panelRef}
+        className="bg-white dark:bg-gray-800 rounded-xl shadow-2xl w-full max-w-xl mx-4"
+        onKeyDown={(e) => { if (e.key === "Escape") onClose(); }}
+      >
+        {/* Header */}
+        <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200 dark:border-gray-700">
+          <h2 className="text-lg font-semibold text-gray-900 dark:text-gray-100">
+            {isEditing ? `Edit ${entryLabel}` : `New ${entryLabel}`}
+          </h2>
+          <button
+            type="button"
+            onClick={onClose}
+            className="text-gray-400 hover:text-gray-600 transition-colors text-xl leading-none"
+            aria-label="Close"
+          >
+            &times;
+          </button>
+        </div>
+
+        {/* Form */}
+        <form onSubmit={handleSubmit} className="px-6 py-5 space-y-4">
+          {/* Demand toggle */}
+          <div className="flex items-center gap-3 p-3 bg-amber-50 border border-amber-200 rounded-lg">
+            <label className="flex items-center gap-2 text-sm cursor-pointer select-none flex-1">
+              <input
+                type="checkbox"
+                checked={isDemandEntry}
+                disabled={isEditing}
+                onChange={(e) => {
+                  setEntryKind(e.target.checked ? "demand" : "assignment");
+                  if (e.target.checked) setResourceId("");
+                }}
+                className="rounded border-gray-300 dark:border-gray-600 disabled:cursor-not-allowed disabled:opacity-60"
+              />
+              <div>
+                <span className="font-medium text-gray-800 dark:text-gray-100">Open demand</span>
+                <span className="block text-xs text-gray-500 dark:text-gray-400">
+                  {isEditing
+                    ? "Demand vs assignment type is fixed after creation during the compatibility migration."
+                    : "No resource assigned yet and tracked as staffing demand"}
+                </span>
+              </div>
+            </label>
+            {isDemandEntry && (
+              <div className="flex items-center gap-2">
+                <label className="text-xs text-gray-600 dark:text-gray-400 whitespace-nowrap">Headcount:</label>
+                <input
+                  type="number"
+                  value={headcount}
+                  onChange={(e) => setHeadcount(Math.max(1, Number(e.target.value)))}
+                  min={1}
+                  max={50}
+                  className="w-16 px-2 py-1 border border-gray-300 dark:border-gray-600 rounded text-sm text-center dark:bg-gray-900 dark:text-gray-100"
+                />
+              </div>
+            )}
+          </div>
+
+          {/* Resource is only required for assignments */}
+          {!isDemandEntry && (
+            <div>
+              <label htmlFor="modal-resource" className={labelClass}>
+                Resource <span className="text-red-500">*</span>
+              </label>
+              <select
+                id="modal-resource"
+                value={resourceId}
+                onChange={(e) => setResourceId(e.target.value)}
+                className={inputClass}
+                required={!isDemandEntry}
+              >
+                <option value="">Select a resource…</option>
+                {resourceList.map((r) => (
+                  <option key={r.id} value={r.id}>
+                    {r.displayName} ({r.eid})
+                  </option>
+                ))}
+              </select>
+            </div>
+          )}
+
+          {/* Project */}
+          <div>
+            <label htmlFor="modal-project" className={labelClass}>
+              Project <span className="text-red-500">*</span>
+            </label>
+            <select
+              id="modal-project"
+              value={projectId}
+              onChange={(e) => setProjectId(e.target.value)}
+              className={inputClass}
+              required
+            >
+              <option value="">Select a project…</option>
+              {projectList.map((p) => (
+                <option key={p.id} value={p.id}>
+                  {p.shortCode} — {p.name}
+                </option>
+              ))}
+            </select>
+          </div>
+
+          {/* Role */}
+          <div>
+            <label htmlFor="modal-role" className={labelClass}>Role</label>
+            <select
+              id="modal-role"
+              value={roleId}
+              onChange={(e) => setRoleId(e.target.value)}
+              className={inputClass}
+            >
+              <option value="">No role / custom…</option>
+              {rolesList.map((r) => (
+                <option key={r.id} value={r.id}>
+                  {r.name}
+                </option>
+              ))}
+            </select>
+            {!roleId && (
+              <input
+                type="text"
+                value={roleFreeText}
+                onChange={(e) => setRoleFreeText(e.target.value)}
+                placeholder="Or type a custom role…"
+                className={`${inputClass} mt-1`}
+                maxLength={200}
+              />
+            )}
+          </div>
+
+          {/* Dates */}
+          <div className="grid grid-cols-2 gap-4">
+            <div>
+              <label htmlFor="modal-start" className={labelClass}>
+                Start Date <span className="text-red-500">*</span>
+              </label>
+              <DateInput
+                id="modal-start"
+                value={startDate}
+                onChange={setStartDate}
+                className={inputClass}
+                required
+              />
+            </div>
+            <div>
+              <label htmlFor="modal-end" className={labelClass}>
+                End Date <span className="text-red-500">*</span>
+              </label>
+              <DateInput
+                id="modal-end"
+                value={endDate}
+                onChange={setEndDate}
+                min={startDate}
+                className={inputClass}
+                required
+              />
+            </div>
+          </div>
+
+          {/* Hours/Day + Status */}
+          <div className="grid grid-cols-2 gap-4">
+            <div>
+              <label htmlFor="modal-hours" className={labelClass}>
+                Hours / Day
+              </label>
+              <input
+                id="modal-hours"
+                type="number"
+                value={hoursPerDay}
+                onChange={(e) => setHoursPerDay(Number(e.target.value))}
+                min={0.5}
+                max={8}
+                step={0.5}
+                className={inputClass}
+              />
+            </div>
+            <div>
+              <label htmlFor="modal-status" className={labelClass}>
+                Status
+              </label>
+              <select
+                id="modal-status"
+                value={status}
+                onChange={(e) => setStatus(e.target.value as AllocationStatus)}
+                className={inputClass}
+              >
+                {ALLOCATION_STATUSES.map((s) => (
+                  <option key={s} value={s}>
+                    {s}
+                  </option>
+                ))}
+              </select>
+            </div>
+          </div>
+
+          {/* Recurring toggle */}
+          <div>
+            <label className="flex items-center gap-2 text-sm cursor-pointer select-none">
+              <input
+                type="checkbox"
+                checked={isRecurring}
+                onChange={(e) => {
+                  setIsRecurring(e.target.checked);
+                  if (!e.target.checked) setRecurrence(undefined);
+                }}
+                className="rounded border-gray-300 dark:border-gray-600"
+              />
+              <span className="font-medium text-gray-700 dark:text-gray-300">Recurring schedule</span>
+            </label>
+            {isRecurring && (
+              <div className="mt-2">
+                <RecurrenceEditor value={recurrence} onChange={setRecurrence} />
+              </div>
+            )}
+          </div>
+
+          {/* Server error */}
+          {serverError && (
+            <div className="rounded-lg bg-red-50 dark:bg-red-900/20 border border-red-200 dark:border-red-800 px-4 py-3 text-sm text-red-700 dark:text-red-400">
+              {serverError}
+            </div>
+          )}
+
+          {/* Footer */}
+          <div className="flex items-center justify-end gap-3 pt-2">
+            <button
+              type="button"
+              onClick={onClose}
+              disabled={isPending}
+              className="px-4 py-2 text-sm font-medium text-gray-700 dark:text-gray-300 hover:text-gray-900 dark:hover:text-gray-100 disabled:opacity-50"
+            >
+              Cancel
+            </button>
+            <button
+              type="submit"
+              disabled={isPending}
+              className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+            >
+              {isPending ? "Saving…" : "Save"}
+            </button>
+          </div>
+        </form>
+      </div>
+    </div>
+  );
+}

apps/web/src/components/allocations/AllocationsClient.tsx

@@ -0,0 +1,606 @@
+"use client";
+
+import { useState, useEffect, useMemo } from "react";
+import { formatDate } from "~/lib/format.js";
+import { trpc } from "~/lib/trpc/client.js";
+import { AllocationModal } from "./AllocationModal.js";
+import type { AllocationLike, AllocationReadModel, AllocationWithDetails, ColumnDef } from "@planarchy/shared";
+import { AllocationStatus, ALLOCATION_COLUMNS } from "@planarchy/shared";
+import { useSelection } from "~/hooks/useSelection.js";
+import { BatchActionBar } from "~/components/ui/BatchActionBar.js";
+import { ConfirmDialog } from "~/components/ui/ConfirmDialog.js";
+import { FilterBar } from "~/components/ui/FilterBar.js";
+import { FilterChips } from "~/components/ui/FilterChips.js";
+import { ResourceCombobox } from "~/components/ui/ResourceCombobox.js";
+import { ProjectCombobox } from "~/components/ui/ProjectCombobox.js";
+import { ColumnTogglePanel } from "~/components/ui/ColumnTogglePanel.js";
+import { SortableColumnHeader } from "~/components/ui/SortableColumnHeader.js";
+import { useTableSort } from "~/hooks/useTableSort.js";
+import { usePermissions } from "~/hooks/usePermissions.js";
+import { useColumnConfig } from "~/hooks/useColumnConfig.js";
+import { useViewPrefs } from "~/hooks/useViewPrefs.js";
+import { getPlanningEntryMutationId } from "~/lib/planningEntryIds.js";
+
+const STATUS_BADGE: Record<string, string> = {
+  ACTIVE: "bg-green-100 text-green-700 dark:bg-green-900/30 dark:text-green-400",
+  PROPOSED: "bg-yellow-100 text-yellow-700 dark:bg-yellow-900/30 dark:text-yellow-400",
+  CONFIRMED: "bg-blue-100 text-blue-700 dark:bg-blue-900/30 dark:text-blue-400",
+  COMPLETED: "bg-gray-100 text-gray-600 dark:bg-gray-700 dark:text-gray-400",
+  CANCELLED: "bg-red-100 text-red-600 dark:bg-red-900/30 dark:text-red-400",
+};
+
+const ALL_ALLOC_STATUSES = [
+  { value: "PROPOSED", label: "Proposed" },
+  { value: "CONFIRMED", label: "Confirmed" },
+  { value: "ACTIVE", label: "Active" },
+  { value: "COMPLETED", label: "Completed" },
+  { value: "CANCELLED", label: "Cancelled" },
+] as const;
+
+type AllocationAssignmentsView = AllocationReadModel<AllocationLike>;
+type DemandRow = AllocationWithDetails & {
+  sourceAllocationId?: string;
+  requestedHeadcount?: number;
+  unfilledHeadcount?: number;
+};
+
+export function AllocationsClient() {
+  const [modalOpen, setModalOpen] = useState(false);
+  const [editingAllocation, setEditingAllocation] = useState<AllocationWithDetails | null>(null);
+  const [filterProjectId, setFilterProjectId] = useState<string>("");
+  const [filterResourceId, setFilterResourceId] = useState<string>("");
+  const [filterStatus, setFilterStatus] = useState<string>("");
+  const [hidePastProjects, setHidePastProjects] = useState(true);
+  const [hideCompletedProjects, setHideCompletedProjects] = useState(true);
+  const [hideDraftProjects, setHideDraftProjects] = useState(false);
+  const [confirmDelete, setConfirmDelete] = useState<{ single?: AllocationWithDetails; ids?: string[] } | null>(null);
+  const [batchStatusPicker, setBatchStatusPicker] = useState(false);
+  const [confirmBatchStatus, setConfirmBatchStatus] = useState<{ ids: string[]; status: string } | null>(null);
+
+  const selection = useSelection();
+  const utils = trpc.useUtils();
+  const { canViewCosts } = usePermissions();
+
+  // ─── Column visibility ────────────────────────────────────────────────────
+  const baseColumns = useMemo<ColumnDef[]>(
+    () => (canViewCosts ? ALLOCATION_COLUMNS : ALLOCATION_COLUMNS.filter((c) => c.key !== "cost")),
+    [canViewCosts],
+  );
+  const { allColumns, visibleColumns, visibleKeys, setVisible } = useColumnConfig("allocations", baseColumns);
+  const defaultKeys = useMemo(() => baseColumns.filter((c) => c.defaultVisible).map((c) => c.key), [baseColumns]);
+
+  const { data: allocationView, isLoading } = trpc.allocation.listView.useQuery(
+    {
+      projectId: filterProjectId || undefined,
+      resourceId: filterResourceId || undefined,
+      status: (filterStatus as AllocationStatus) || undefined,
+    },
+    // eslint-disable-next-line @typescript-eslint/no-explicit-any
+    { placeholderData: (prev: any) => prev, staleTime: 15_000 },
+  ) as { data: AllocationAssignmentsView | undefined; isLoading: boolean };
+
+  const deleteDemandMutation = trpc.allocation.deleteDemandRequirement.useMutation({
+    onSuccess: async () => {
+      await utils.allocation.list.invalidate();
+      await utils.allocation.listView.invalidate();
+    },
+  });
+
+  const deleteAssignmentMutation = trpc.allocation.deleteAssignment.useMutation({
+    onSuccess: async () => {
+      await utils.allocation.list.invalidate();
+      await utils.allocation.listView.invalidate();
+    },
+  });
+
+  const batchDeleteMutation = trpc.allocation.batchDelete.useMutation({
+    onSuccess: async () => {
+      await utils.allocation.list.invalidate();
+      await utils.allocation.listView.invalidate();
+      selection.clear();
+    },
+  });
+
+  const batchStatusMutation = trpc.allocation.batchUpdateStatus.useMutation({
+    onSuccess: async () => {
+      await utils.allocation.list.invalidate();
+      await utils.allocation.listView.invalidate();
+      selection.clear();
+    },
+  });
+
+  useEffect(() => {
+    selection.clear();
+  // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [filterProjectId, filterResourceId, filterStatus, hidePastProjects, hideCompletedProjects, hideDraftProjects]);
+
+  function openCreate() {
+    setEditingAllocation(null);
+    setModalOpen(true);
+  }
+
+  function openEdit(alloc: AllocationWithDetails) {
+    setEditingAllocation(alloc);
+    setModalOpen(true);
+  }
+
+  function closeModal() {
+    setModalOpen(false);
+    setEditingAllocation(null);
+  }
+
+  const assignmentList = (allocationView?.assignments ?? []) as unknown as AllocationWithDetails[];
+  const demandList = (allocationView?.demands ?? []) as unknown as DemandRow[];
+
+  const today = new Date();
+  today.setHours(0, 0, 0, 0);
+
+  const filteredAllocations = assignmentList.filter((alloc) => {
+    if (hidePastProjects && alloc.project?.endDate && new Date(alloc.project.endDate) < today) return false;
+    if (hideCompletedProjects && alloc.project?.status && ["COMPLETED", "CANCELLED"].includes(alloc.project.status)) return false;
+    if (hideDraftProjects && alloc.project?.status === "DRAFT") return false;
+    return true;
+  });
+
+  const filteredDemands = demandList.filter((alloc) => {
+    if (filterResourceId) return false;
+    if (hidePastProjects && alloc.project?.endDate && new Date(alloc.project.endDate) < today) return false;
+    if (hideCompletedProjects && alloc.project?.status && ["COMPLETED", "CANCELLED"].includes(alloc.project.status)) return false;
+    if (hideDraftProjects && alloc.project?.status === "DRAFT") return false;
+    return true;
+  });
+
+  const allocViewPrefs = useViewPrefs("allocations");
+  const { sorted, sortField, sortDir, toggle } = useTableSort(filteredAllocations, {
+    initialField: allocViewPrefs.savedSort?.field ?? null,
+    initialDir: allocViewPrefs.savedSort?.dir ?? null,
+    onSortChange: (field, dir) => {
+      allocViewPrefs.setSavedSort(field && dir ? { field, dir } : null);
+    },
+  });
+  const allocationIds = sorted.map((a) => a.id);
+  const allocationMutationIdsByDisplayId = useMemo(
+    () =>
+      new Map(
+        sorted.map((allocation) => [allocation.id, getPlanningEntryMutationId(allocation)]),
+      ),
+    [sorted],
+  );
+  const selectedMutationIds = useMemo(
+    () =>
+      selection.selectedArray.flatMap((displayId) => {
+        const mutationId = allocationMutationIdsByDisplayId.get(displayId);
+        return mutationId ? [mutationId] : [];
+      }),
+    [allocationMutationIdsByDisplayId, selection.selectedArray],
+  );
+
+  function handleSort(field: string) {
+    if (field === "resource") {
+      toggle("resource", (a) => a.resource?.displayName ?? null);
+    } else if (field === "project") {
+      toggle("project", (a) => a.project?.name ?? null);
+    } else {
+      toggle(field);
+    }
+  }
+
+  function clearAll() {
+    setFilterProjectId("");
+    setFilterResourceId("");
+    setFilterStatus("");
+    setHidePastProjects(false);
+    setHideCompletedProjects(false);
+    setHideDraftProjects(false);
+  }
+
+  const chips = [
+    ...(filterProjectId ? [{ label: `Project filter active`, onRemove: () => setFilterProjectId("") }] : []),
+    ...(filterResourceId ? [{ label: `Resource filter active`, onRemove: () => setFilterResourceId("") }] : []),
+    ...(filterStatus ? [{ label: `Status: ${filterStatus}`, onRemove: () => setFilterStatus("") }] : []),
+    ...(hidePastProjects ? [{ label: "Hiding past projects", onRemove: () => setHidePastProjects(false) }] : []),
+    ...(hideCompletedProjects ? [{ label: "Hiding completed/cancelled", onRemove: () => setHideCompletedProjects(false) }] : []),
+    ...(hideDraftProjects ? [{ label: "Hiding draft projects", onRemove: () => setHideDraftProjects(false) }] : []),
+  ];
+
+  function formatPeriod(alloc: AllocationWithDetails) {
+    return formatDate(alloc.startDate) + " \u2192 " + formatDate(alloc.endDate);
+  }
+
+  function handleSingleDelete(allocation: AllocationWithDetails) {
+    const id = getPlanningEntryMutationId(allocation);
+
+    if (!allocation.resourceId) {
+      deleteDemandMutation.mutate({ id });
+      return;
+    }
+
+    deleteAssignmentMutation.mutate({ id });
+  }
+
+  const singleDeletePending = deleteDemandMutation.isPending || deleteAssignmentMutation.isPending;
+
+  return (
+    <div className="p-6 pb-24">
+      {/* Page header */}
+      <div className="mb-6 flex items-center justify-between">
+        <div>
+          <h1 className="text-2xl font-bold text-gray-900 dark:text-gray-100">Allocations</h1>
+          <p className="text-gray-500 dark:text-gray-400 text-sm mt-1">
+            {isLoading
+              ? "Loading…"
+              : `${filteredAllocations.length} assignment${filteredAllocations.length !== 1 ? "s" : ""}${filteredDemands.length > 0 ? ` · ${filteredDemands.length} open demand${filteredDemands.length !== 1 ? "s" : ""}` : ""}`}
+          </p>
+        </div>
+        <div className="flex items-center gap-2">
+          <a
+            href="/api/reports/allocations"
+            target="_blank"
+            rel="noopener noreferrer"
+            className="px-3 py-1.5 text-sm rounded-lg border border-gray-200 dark:border-gray-700 text-gray-600 dark:text-gray-400 hover:bg-gray-50 dark:hover:bg-gray-700/50 transition-colors flex items-center gap-2"
+          >
+            ↓ PDF
+          </a>
+          <a
+            href="/api/reports/allocations?format=xlsx"
+            download
+            className="px-3 py-1.5 text-sm rounded-lg border border-gray-200 dark:border-gray-700 text-gray-600 dark:text-gray-400 hover:bg-gray-50 dark:hover:bg-gray-700/50 transition-colors flex items-center gap-2"
+          >
+            ↓ XLS
+          </a>
+          <button
+            type="button"
+            onClick={openCreate}
+            className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+          >
+            New Planning Entry
+          </button>
+        </div>
+      </div>
+
+      {/* Filters */}
+      <FilterBar>
+        <ProjectCombobox
+          value={filterProjectId || null}
+          onChange={(id) => setFilterProjectId(id ?? "")}
+          placeholder="Filter by project…"
+          className="min-w-[280px]"
+        />
+
+        <ResourceCombobox
+          value={filterResourceId || null}
+          onChange={(id) => setFilterResourceId(id ?? "")}
+          placeholder="Filter by resource…"
+          className="min-w-[180px]"
+        />
+
+        <select
+          value={filterStatus}
+          onChange={(e) => setFilterStatus(e.target.value)}
+          className="px-3 py-2 border border-gray-300 dark:border-gray-600 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm bg-white dark:bg-gray-900 dark:text-gray-100"
+        >
+          <option value="">All Statuses</option>
+          {ALL_ALLOC_STATUSES.map((s) => (
+            <option key={s.value} value={s.value}>{s.label}</option>
+          ))}
+        </select>
+
+        <label className="flex items-center gap-1.5 text-sm text-gray-600 dark:text-gray-400 cursor-pointer whitespace-nowrap">
+          <input
+            type="checkbox"
+            checked={hidePastProjects}
+            onChange={(e) => setHidePastProjects(e.target.checked)}
+            className="rounded border-gray-300 dark:border-gray-600"
+          />
+          Hide past
+        </label>
+
+        <label className="flex items-center gap-1.5 text-sm text-gray-600 dark:text-gray-400 cursor-pointer whitespace-nowrap">
+          <input
+            type="checkbox"
+            checked={hideCompletedProjects}
+            onChange={(e) => setHideCompletedProjects(e.target.checked)}
+            className="rounded border-gray-300 dark:border-gray-600"
+          />
+          Hide completed
+        </label>
+
+        <label className="flex items-center gap-1.5 text-sm text-gray-600 dark:text-gray-400 cursor-pointer whitespace-nowrap">
+          <input
+            type="checkbox"
+            checked={hideDraftProjects}
+            onChange={(e) => setHideDraftProjects(e.target.checked)}
+            className="rounded border-gray-300 dark:border-gray-600"
+          />
+          Hide drafts
+        </label>
+        <ColumnTogglePanel
+          allColumns={allColumns}
+          visibleKeys={visibleKeys}
+          onSetVisible={setVisible}
+          defaultKeys={defaultKeys}
+        />
+      </FilterBar>
+
+      {/* Filter chips */}
+      {chips.length > 0 && (
+        <div className="mb-3">
+          <FilterChips chips={chips} onClearAll={clearAll} />
+        </div>
+      )}
+
+      {/* Table */}
+      <div className="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 overflow-hidden">
+        <table className="w-full">
+          <thead className="bg-gray-50 dark:bg-gray-900 border-b border-gray-200 dark:border-gray-700">
+            <tr>
+              <th className="px-4 py-3 w-10">
+                <input
+                  type="checkbox"
+                  checked={selection.isAllSelected(allocationIds)}
+                  ref={(el) => {
+                    if (el) el.indeterminate = selection.isIndeterminate(allocationIds);
+                  }}
+                  onChange={() => selection.toggleAll(allocationIds)}
+                  className="rounded border-gray-300 dark:border-gray-600"
+                />
+              </th>
+              {visibleColumns.map((col) => {
+                const tooltips: Record<string, { tip: string; width?: string }> = {
+                  role: { tip: "The role this allocation was created for. May differ from the resource's primary role." },
+                  hoursPerDay: { tip: "Planned working hours per calendar day for this allocation." },
+                  cost: { tip: "Resource LCR × hours per day. Reflects the cost of one day of work for this allocation." },
+                  status: { tip: "PROPOSED = requested · CONFIRMED = approved · ACTIVE = ongoing · COMPLETED = finished · CANCELLED = removed.", width: "w-72" },
+                };
+                const t = tooltips[col.key];
+                const fieldMap: Record<string, string> = { dates: "startDate", hoursPerDay: "hoursPerDay", cost: "dailyCostCents" };
+                return (
+                  <SortableColumnHeader
+                    key={col.key}
+                    label={col.label}
+                    field={fieldMap[col.key] ?? col.key}
+                    sortField={sortField}
+                    sortDir={sortDir}
+                    onSort={handleSort}
+                    {...(t?.tip ? { tooltip: t.tip } : {})}
+                    {...(t?.width ? { tooltipWidth: t.width } : {})}
+                  />
+                );
+              })}
+              <th className="px-4 py-3" />
+            </tr>
+          </thead>
+          <tbody className="divide-y divide-gray-100 dark:divide-gray-700">
+            {isLoading && (
+              <tr>
+                <td colSpan={9} className="text-center py-12 text-gray-400 dark:text-gray-500 text-sm">Loading allocations…</td>
+              </tr>
+            )}
+
+            {!isLoading && sorted.length === 0 && (
+              <tr>
+                <td colSpan={9} className="text-center py-12 text-gray-500 dark:text-gray-400 text-sm">No assignments found.</td>
+              </tr>
+            )}
+
+            {!isLoading &&
+              sorted.map((alloc) => {
+                const isSelected = selection.selectedIds.has(alloc.id);
+                return (
+                  <tr key={alloc.id} className={`hover:bg-gray-50 dark:hover:bg-gray-700/50 transition-colors ${isSelected ? "bg-brand-50 dark:bg-brand-900/20" : ""}`}>
+                    <td className="px-4 py-3">
+                      <input
+                        type="checkbox"
+                        checked={isSelected}
+                        onChange={() => selection.toggle(alloc.id)}
+                        className="rounded border-gray-300 dark:border-gray-600"
+                      />
+                    </td>
+                    {visibleColumns.map((col) => {
+                      switch (col.key) {
+                        case "resource":
+                          return <td key={col.key} className="px-4 py-3 text-sm font-medium text-gray-900 dark:text-gray-100">{alloc.resource?.displayName ?? "—"}</td>;
+                        case "project":
+                          return (
+                            <td key={col.key} className="px-4 py-3 text-sm text-gray-600 dark:text-gray-400">
+                              {alloc.project ? (
+                                <><span className="font-mono text-xs">{alloc.project.shortCode}</span> {alloc.project.name}</>
+                              ) : "—"}
+                            </td>
+                          );
+                        case "role":
+                          return <td key={col.key} className="px-4 py-3 text-sm text-gray-600 dark:text-gray-400">{alloc.role}</td>;
+                        case "dates":
+                          return <td key={col.key} className="px-4 py-3 text-xs text-gray-500 dark:text-gray-400 whitespace-nowrap">{formatPeriod(alloc)}</td>;
+                        case "hoursPerDay":
+                          return <td key={col.key} className="px-4 py-3 text-sm text-gray-900 dark:text-gray-100">{alloc.hoursPerDay}h</td>;
+                        case "cost":
+                          return <td key={col.key} className="px-4 py-3 text-sm text-gray-900 dark:text-gray-100">{(alloc.dailyCostCents / 100).toFixed(0)} €</td>;
+                        case "status":
+                          return (
+                            <td key={col.key} className="px-4 py-3">
+                              <span className={`inline-block px-2 py-0.5 text-xs rounded-full font-medium ${STATUS_BADGE[alloc.status] ?? "bg-gray-100 text-gray-600 dark:bg-gray-700 dark:text-gray-400"}`}>
+                                {alloc.status}
+                              </span>
+                            </td>
+                          );
+                        default:
+                          return <td key={col.key} className="px-4 py-3 text-sm text-gray-500">—</td>;
+                      }
+                    })}
+                    <td className="px-4 py-3">
+                      <div className="flex items-center gap-2 justify-end">
+                        <button type="button" onClick={() => openEdit(alloc)} className="text-xs text-blue-600 hover:text-blue-800 font-medium hover:underline">Edit</button>
+                        <button
+                          type="button"
+                          onClick={() => setConfirmDelete({ single: alloc })}
+                          disabled={singleDeletePending}
+                          className="text-xs text-red-500 hover:text-red-700 font-medium hover:underline disabled:opacity-50"
+                        >
+                          Delete
+                        </button>
+                      </div>
+                    </td>
+                  </tr>
+                );
+              })}
+          </tbody>
+        </table>
+      </div>
+
+      {!isLoading && filteredDemands.length > 0 && (
+        <div className="mt-6 bg-white dark:bg-gray-800 rounded-xl border border-amber-200 dark:border-amber-800/60 overflow-hidden">
+          <div className="px-4 py-3 border-b border-amber-200 dark:border-amber-800/60 bg-amber-50/70 dark:bg-amber-950/20 flex items-center justify-between">
+            <div>
+              <h2 className="text-sm font-semibold text-amber-900 dark:text-amber-200">Open Demands</h2>
+              <p className="text-xs text-amber-700 dark:text-amber-300/80">
+                Placeholder demand rows not yet assigned to a resource.
+              </p>
+            </div>
+            <span className="text-xs font-medium text-amber-700 dark:text-amber-300">
+              {filteredDemands.length} item{filteredDemands.length !== 1 ? "s" : ""}
+            </span>
+          </div>
+          <div className="divide-y divide-amber-100 dark:divide-amber-900/40">
+            {filteredDemands.map((demand) => (
+              <div
+                key={demand.id}
+                className="px-4 py-3 flex items-center justify-between gap-4 hover:bg-amber-50/40 dark:hover:bg-amber-950/10"
+              >
+                <div className="min-w-0">
+                  <div className="text-sm font-medium text-gray-900 dark:text-gray-100 truncate">
+                    {demand.project ? (
+                      <><span className="font-mono text-xs">{demand.project.shortCode}</span> {demand.project.name}</>
+                    ) : "Unknown project"}
+                  </div>
+                  <div className="text-xs text-gray-500 dark:text-gray-400 mt-1">
+                    {(demand.role ?? "Placeholder role")} · {formatPeriod(demand)} · {demand.hoursPerDay}h/day
+                  </div>
+                </div>
+                <div className="flex items-center gap-4 flex-shrink-0">
+                  <div className="text-right">
+                    <div className="text-xs uppercase tracking-wide text-amber-700 dark:text-amber-300">Unfilled</div>
+                    <div className="text-sm font-semibold text-amber-900 dark:text-amber-200">
+                      {demand.unfilledHeadcount ?? demand.headcount} / {demand.requestedHeadcount ?? demand.headcount}
+                    </div>
+                  </div>
+                  <div className="flex items-center gap-2">
+                    <button
+                      type="button"
+                      onClick={() => openEdit(demand as AllocationWithDetails)}
+                      className="text-xs text-blue-600 hover:text-blue-800 font-medium hover:underline"
+                    >
+                      Edit
+                    </button>
+                    <button
+                      type="button"
+                      onClick={() => setConfirmDelete({ single: demand as AllocationWithDetails })}
+                      disabled={singleDeletePending}
+                      className="text-xs text-red-500 hover:text-red-700 font-medium hover:underline disabled:opacity-50"
+                    >
+                      Delete
+                    </button>
+                  </div>
+                </div>
+              </div>
+            ))}
+          </div>
+        </div>
+      )}
+
+      {/* Batch Status Picker */}
+      {batchStatusPicker && (
+        <div className="fixed inset-0 bg-black/30 z-50 flex items-center justify-center p-4" onClick={() => setBatchStatusPicker(false)}>
+          <div className="bg-white dark:bg-gray-800 rounded-xl shadow-2xl p-5 min-w-[220px]" onClick={(e) => e.stopPropagation()}>
+            <h3 className="text-sm font-semibold text-gray-900 dark:text-gray-100 mb-3">Set status for {selection.count} allocations</h3>
+            <div className="flex flex-col gap-1">
+              {ALL_ALLOC_STATUSES.map((s) => (
+                <button
+                  key={s.value}
+                  type="button"
+                  onClick={() => {
+                    setConfirmBatchStatus({ ids: selectedMutationIds, status: s.value });
+                    setBatchStatusPicker(false);
+                  }}
+                  className="w-full text-left px-3 py-2 text-sm rounded-lg hover:bg-gray-50 dark:hover:bg-gray-700 transition-colors"
+                >
+                  <span className={`inline-block px-2 py-0.5 text-xs rounded-full font-medium ${STATUS_BADGE[s.value]}`}>
+                    {s.label}
+                  </span>
+                </button>
+              ))}
+            </div>
+          </div>
+        </div>
+      )}
+
+      {/* Confirm single delete */}
+      {confirmDelete?.single && (
+        <ConfirmDialog
+          title="Delete Allocation"
+          message={`Delete allocation for ${confirmDelete.single.resource?.displayName ?? "resource"} on ${confirmDelete.single.project?.name ?? "project"}?`}
+          confirmLabel="Delete"
+          variant="danger"
+          onConfirm={() => {
+            handleSingleDelete(confirmDelete.single!);
+            setConfirmDelete(null);
+          }}
+          onCancel={() => setConfirmDelete(null)}
+        />
+      )}
+
+      {/* Confirm batch delete */}
+      {confirmDelete?.ids && (
+        <ConfirmDialog
+          title="Delete Allocations"
+          message={`Delete ${confirmDelete.ids.length} selected allocation${confirmDelete.ids.length !== 1 ? "s" : ""}? This cannot be undone.`}
+          confirmLabel="Delete All"
+          variant="danger"
+          onConfirm={() => {
+            batchDeleteMutation.mutate({ ids: confirmDelete.ids! });
+            setConfirmDelete(null);
+          }}
+          onCancel={() => setConfirmDelete(null)}
+        />
+      )}
+
+      {/* Confirm batch status */}
+      {confirmBatchStatus && (
+        <ConfirmDialog
+          title="Update Allocation Status"
+          message={`Set ${confirmBatchStatus.ids.length} allocation${confirmBatchStatus.ids.length !== 1 ? "s" : ""} to "${confirmBatchStatus.status}"?`}
+          confirmLabel="Update"
+          onConfirm={() => {
+            batchStatusMutation.mutate({ ids: confirmBatchStatus.ids, status: confirmBatchStatus.status as never });
+            setConfirmBatchStatus(null);
+          }}
+          onCancel={() => setConfirmBatchStatus(null)}
+        />
+      )}
+
+      {/* Batch Action Bar */}
+      <BatchActionBar
+        count={selection.count}
+        onClear={selection.clear}
+        actions={[
+          {
+            label: "Set Status…",
+            onClick: () => setBatchStatusPicker(true),
+            disabled: batchStatusMutation.isPending,
+          },
+          {
+            label: `Delete (${selection.count})`,
+            variant: "danger",
+            onClick: () => setConfirmDelete({ ids: selectedMutationIds }),
+            disabled: batchDeleteMutation.isPending,
+          },
+        ]}
+      />
+
+      {/* Modal */}
+      {modalOpen && (
+        <AllocationModal allocation={editingAllocation} onClose={closeModal} onSuccess={closeModal} />
+      )}
+    </div>
+  );
+}

apps/web/src/components/allocations/FillOpenDemandModal.tsx

@@ -0,0 +1,186 @@
+"use client";
+
+import { useRef, useState } from "react";
+import { AllocationStatus } from "@planarchy/shared";
+import { useFocusTrap } from "~/hooks/useFocusTrap.js";
+import { getPlanningEntryMutationId } from "~/lib/planningEntryIds.js";
+import { trpc } from "~/lib/trpc/client.js";
+
+interface OpenDemandAllocation {
+  id: string;
+  entityId?: string | null;
+  sourceAllocationId?: string | null;
+  projectId: string;
+  roleId: string | null;
+  role: string | null;
+  headcount: number;
+  startDate: Date | string;
+  endDate: Date | string;
+  hoursPerDay: number;
+  roleEntity?: { id: string; name: string; color: string | null } | null;
+  project?: { id: string; name: string; shortCode: string };
+}
+
+interface FillOpenDemandModalProps {
+  allocation: OpenDemandAllocation;
+  onClose: () => void;
+  onSuccess: () => void;
+}
+
+function formatDate(date: Date | string): string {
+  const d = typeof date === "string" ? new Date(date) : date;
+  return d.toLocaleDateString("en-GB", { year: "numeric", month: "short", day: "numeric" });
+}
+
+export function FillOpenDemandModal({ allocation, onClose, onSuccess }: FillOpenDemandModalProps) {
+  const [resourceId, setResourceId] = useState("");
+  const [hoursPerDay, setHoursPerDay] = useState<number>(allocation.hoursPerDay);
+  const [search, setSearch] = useState("");
+  const [serverError, setServerError] = useState<string | null>(null);
+
+  const panelRef = useRef<HTMLDivElement>(null);
+  useFocusTrap(panelRef, true);
+
+  const utils = trpc.useUtils();
+  const invalidatePlanningViews = async () => {
+    await utils.allocation.list.invalidate();
+    await utils.allocation.listView.invalidate();
+    await utils.timeline.getEntries.invalidate();
+    await utils.timeline.getEntriesView.invalidate();
+    await utils.timeline.getProjectContext.invalidate();
+    await utils.timeline.getBudgetStatus.invalidate();
+  };
+
+  const { data: resources } = trpc.resource.list.useQuery(
+    { isActive: true, search: search || undefined, limit: 100 },
+    { staleTime: 15_000 },
+  ) as { data: { resources: Array<{ id: string; displayName: string; eid: string }> } | undefined };
+
+  const fillOpenDemandMutation = trpc.allocation.fillOpenDemandByAllocation.useMutation({
+    onSuccess: async () => {
+      await invalidatePlanningViews();
+      onSuccess();
+    },
+    onError: (err) => setServerError(err.message),
+  });
+
+  const roleName = allocation.roleEntity?.name ?? allocation.role ?? "Unknown Role";
+  const roleColor = allocation.roleEntity?.color ?? "#6366f1";
+
+  const resourceList = resources?.resources ?? [];
+  const isPending = fillOpenDemandMutation.isPending;
+
+  function handleSubmit(e: React.FormEvent) {
+    e.preventDefault();
+    if (!resourceId) {
+      setServerError("Please select a resource.");
+      return;
+    }
+    fillOpenDemandMutation.mutate({
+      allocationId: getPlanningEntryMutationId(allocation),
+      resourceId,
+      hoursPerDay,
+      status: AllocationStatus.PROPOSED,
+    });
+  }
+
+  return (
+    <div
+      className="fixed inset-0 bg-black/50 z-50 flex items-start justify-center overflow-y-auto py-8"
+      onClick={(e) => { if (e.target === e.currentTarget) onClose(); }}
+    >
+      <div
+        ref={panelRef}
+        className="bg-white dark:bg-gray-800 rounded-xl shadow-2xl w-full max-w-md mx-4"
+        onKeyDown={(e) => { if (e.key === "Escape") onClose(); }}
+      >
+        <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200 dark:border-gray-700">
+          <h2 className="text-lg font-semibold text-gray-900 dark:text-gray-100">Assign Open Demand</h2>
+          <button type="button" onClick={onClose} className="text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 text-xl leading-none">&times;</button>
+        </div>
+
+        <div className="px-6 pt-4 pb-2">
+          {/* Demand summary */}
+          <div className="bg-gray-50 dark:bg-gray-900 rounded-lg p-3 mb-4 flex items-start gap-3">
+            <div className="w-3 h-3 rounded-full mt-1 flex-shrink-0" style={{ backgroundColor: roleColor }} />
+            <div>
+              <div className="font-medium text-gray-900 dark:text-gray-100">{roleName}</div>
+              <div className="text-xs text-gray-500 dark:text-gray-400 mt-0.5">
+                {allocation.project?.name} · {formatDate(allocation.startDate)} – {formatDate(allocation.endDate)}
+              </div>
+              {allocation.headcount > 1 && (
+                <div className="text-xs text-amber-600 mt-0.5">
+                  {allocation.headcount} slots remaining — assigning one resource
+                </div>
+              )}
+            </div>
+          </div>
+        </div>
+
+        <form onSubmit={handleSubmit} className="px-6 pb-5 space-y-4">
+          {/* Resource search */}
+          <div>
+            <label className="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-1">
+              Search Resource
+            </label>
+            <input
+              type="text"
+              placeholder="Search by name or EID…"
+              value={search}
+              onChange={(e) => setSearch(e.target.value)}
+              className="w-full px-3 py-2 border border-gray-300 dark:border-gray-600 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm dark:bg-gray-900 dark:text-gray-100"
+            />
+          </div>
+
+          <div>
+            <label className="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-1">
+              Assign Resource <span className="text-red-500">*</span>
+            </label>
+            <select
+              value={resourceId}
+              onChange={(e) => setResourceId(e.target.value)}
+              className="w-full px-3 py-2 border border-gray-300 dark:border-gray-600 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm dark:bg-gray-900 dark:text-gray-100"
+              required
+              size={Math.min(6, Math.max(3, resourceList.length))}
+            >
+              <option value="">Select a resource…</option>
+              {resourceList.map((r) => (
+                <option key={r.id} value={r.id}>
+                  {r.displayName} ({r.eid})
+                </option>
+              ))}
+            </select>
+          </div>
+
+          <div>
+            <label className="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-1">Hours / Day</label>
+            <input
+              type="number"
+              value={hoursPerDay}
+              onChange={(e) => setHoursPerDay(Number(e.target.value))}
+              min={0.5}
+              max={8}
+              step={0.5}
+              className="w-full px-3 py-2 border border-gray-300 dark:border-gray-600 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm dark:bg-gray-900 dark:text-gray-100"
+            />
+          </div>
+
+          {serverError && (
+            <div className="rounded-lg bg-red-50 dark:bg-red-900/20 border border-red-200 dark:border-red-800 px-4 py-3 text-sm text-red-700 dark:text-red-400">
+              {serverError}
+            </div>
+          )}
+
+          <div className="flex items-center justify-end gap-3 pt-2">
+            <button type="button" onClick={onClose} disabled={isPending} className="px-4 py-2 text-sm font-medium text-gray-700 dark:text-gray-300 hover:text-gray-900 dark:hover:text-gray-100 disabled:opacity-50">
+              Cancel
+            </button>
+            <button type="submit" disabled={isPending || !resourceId} className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50">
+              {isPending ? "Assigning…" : "Create Assignment"}
+            </button>
+          </div>
+        </form>
+      </div>
+    </div>
+  );
+}

apps/web/src/components/allocations/RecurrenceEditor.tsx

@@ -0,0 +1,202 @@
+"use client";
+
+import { RecurrenceFrequency } from "@planarchy/shared";
+import type { RecurrencePattern } from "@planarchy/shared";
+
+const WEEKDAY_LABELS = ["Sun", "Mon", "Tue", "Wed", "Thu", "Fri", "Sat"];
+
+interface RecurrenceEditorProps {
+  value: RecurrencePattern | undefined;
+  onChange: (pattern: RecurrencePattern | undefined) => void;
+}
+
+export function RecurrenceEditor({ value, onChange }: RecurrenceEditorProps) {
+  const freq = value?.frequency ?? RecurrenceFrequency.WEEKLY;
+
+  function update(patch: Partial<RecurrencePattern>) {
+    onChange({ ...value, frequency: freq, ...patch });
+  }
+
+  function setFrequency(f: RecurrenceFrequency) {
+    // Reset pattern-specific fields when switching frequency
+    onChange({ frequency: f });
+  }
+
+  function toggleWeekday(dow: number) {
+    const current = value?.weekdays ?? [];
+    const next = current.includes(dow)
+      ? current.filter((d) => d !== dow)
+      : [...current, dow].sort((a, b) => a - b);
+    update({ weekdays: next });
+  }
+
+  const inputClass =
+    "px-2 py-1 border border-gray-300 dark:border-gray-600 rounded text-sm focus:outline-none focus:ring-2 focus:ring-brand-500 dark:bg-gray-900 dark:text-gray-100";
+  const labelClass = "text-xs font-medium text-gray-600 dark:text-gray-400 block mb-1";
+
+  return (
+    <div className="space-y-3 p-3 bg-gray-50 dark:bg-gray-900 rounded-lg border border-gray-200 dark:border-gray-700">
+      {/* Frequency selector */}
+      <div>
+        <span className={labelClass}>Frequency</span>
+        <div className="flex gap-2 flex-wrap">
+          {Object.values(RecurrenceFrequency).map((f) => (
+            <button
+              key={f}
+              type="button"
+              onClick={() => setFrequency(f)}
+              className={`px-3 py-1 text-xs rounded-full border transition-colors ${
+                freq === f
+                  ? "bg-brand-600 text-white border-brand-600"
+                  : "border-gray-300 dark:border-gray-600 text-gray-600 dark:text-gray-400 hover:border-brand-400"
+              }`}
+            >
+              {f === RecurrenceFrequency.WEEKLY
+                ? "Weekly"
+                : f === RecurrenceFrequency.BIWEEKLY
+                ? "Biweekly"
+                : f === RecurrenceFrequency.MONTHLY
+                ? "Monthly"
+                : "Custom"}
+            </button>
+          ))}
+        </div>
+      </div>
+
+      {/* Weekday picker — WEEKLY and BIWEEKLY */}
+      {(freq === RecurrenceFrequency.WEEKLY || freq === RecurrenceFrequency.BIWEEKLY) && (
+        <div>
+          <span className={labelClass}>Days of week</span>
+          <div className="flex gap-1">
+            {WEEKDAY_LABELS.map((label, dow) => {
+              const selected = (value?.weekdays ?? []).includes(dow);
+              return (
+                <button
+                  key={dow}
+                  type="button"
+                  onClick={() => toggleWeekday(dow)}
+                  className={`w-9 h-9 text-xs rounded-full border font-medium transition-colors ${
+                    selected
+                      ? "bg-brand-600 text-white border-brand-600"
+                      : "border-gray-300 dark:border-gray-600 text-gray-600 dark:text-gray-400 hover:border-brand-400"
+                  }`}
+                >
+                  {label}
+                </button>
+              );
+            })}
+          </div>
+        </div>
+      )}
+
+      {/* Biweekly interval */}
+      {freq === RecurrenceFrequency.BIWEEKLY && (
+        <div>
+          <label className={labelClass}>Every N weeks</label>
+          <input
+            type="number"
+            min={2}
+            max={8}
+            value={value?.interval ?? 2}
+            onChange={(e) => update({ interval: Number(e.target.value) })}
+            className={`${inputClass} w-24`}
+          />
+        </div>
+      )}
+
+      {/* Monthly — day of month */}
+      {freq === RecurrenceFrequency.MONTHLY && (
+        <div>
+          <label className={labelClass}>Day of month (1–31)</label>
+          <input
+            type="number"
+            min={1}
+            max={31}
+            value={value?.monthDay ?? 1}
+            onChange={(e) => update({ monthDay: Number(e.target.value) })}
+            className={`${inputClass} w-24`}
+          />
+        </div>
+      )}
+
+      {/* Custom — hoursPerDay override */}
+      {freq === RecurrenceFrequency.CUSTOM && (
+        <div>
+          <label className={labelClass}>Hours per active day</label>
+          <input
+            type="number"
+            min={0.5}
+            max={24}
+            step={0.5}
+            value={value?.hoursPerDay ?? 8}
+            onChange={(e) => update({ hoursPerDay: Number(e.target.value) })}
+            className={`${inputClass} w-24`}
+          />
+        </div>
+      )}
+
+      {/* Optional hours override for WEEKLY/BIWEEKLY/MONTHLY */}
+      {freq !== RecurrenceFrequency.CUSTOM && (
+        <div>
+          <label className={labelClass}>Hours per recurring day (optional override)</label>
+          <input
+            type="number"
+            min={0.5}
+            max={24}
+            step={0.5}
+            placeholder="Use allocation default"
+            value={value?.hoursPerDay ?? ""}
+            onChange={(e) => {
+              const next = { ...value, frequency: freq } as RecurrencePattern;
+              if (e.target.value === "") {
+                delete next.hoursPerDay;
+              } else {
+                next.hoursPerDay = Number(e.target.value);
+              }
+              onChange(next);
+            }}
+            className={`${inputClass} w-40`}
+          />
+        </div>
+      )}
+
+      {/* Optional date range overrides */}
+      <div className="grid grid-cols-2 gap-3">
+        <div>
+          <label className={labelClass}>Recurrence start (optional)</label>
+          <input
+            type="date"
+            value={value?.startDate ?? ""}
+            onChange={(e) => {
+              const next = { ...value, frequency: freq } as RecurrencePattern;
+              if (e.target.value) {
+                next.startDate = e.target.value;
+              } else {
+                delete next.startDate;
+              }
+              onChange(next);
+            }}
+            className={inputClass}
+          />
+        </div>
+        <div>
+          <label className={labelClass}>Recurrence end (optional)</label>
+          <input
+            type="date"
+            value={value?.endDate ?? ""}
+            onChange={(e) => {
+              const next = { ...value, frequency: freq } as RecurrencePattern;
+              if (e.target.value) {
+                next.endDate = e.target.value;
+              } else {
+                delete next.endDate;
+              }
+              onChange(next);
+            }}
+            className={inputClass}
+          />
+        </div>
+      </div>
+    </div>
+  );
+}

apps/web/src/components/analytics/SkillsAnalytics.tsx

@@ -0,0 +1,515 @@
+"use client";
+
+import { useState, useId } from "react";
+import { SortableColumnHeader } from "~/components/ui/SortableColumnHeader.js";
+import { useTableSort } from "~/hooks/useTableSort.js";
+import {
+  BarChart,
+  Bar,
+  XAxis,
+  YAxis,
+  Tooltip,
+  ResponsiveContainer,
+  Cell,
+} from "recharts";
+import { trpc } from "~/lib/trpc/client.js";
+import * as XLSX from "xlsx";
+
+const PROFICIENCY_LABELS = ["", "Aware", "Basic", "Intermediate", "Advanced", "Expert"];
+
+// SVG fill colors for the bar chart (work in both light and dark contexts)
+const PROFICIENCY_SVG_COLORS = ["#9ca3af", "#60a5fa", "#818cf8", "#f59e0b", "#4ade80"];
+
+// Tailwind class sets per proficiency level (1–5), dark-mode aware
+const PROFICIENCY_CLASSES = [
+  "bg-gray-100 text-gray-700 border-gray-300 dark:bg-gray-700 dark:text-gray-200 dark:border-gray-500",
+  "bg-blue-100 text-blue-800 border-blue-300 dark:bg-blue-900/60 dark:text-blue-200 dark:border-blue-600",
+  "bg-indigo-100 text-indigo-800 border-indigo-300 dark:bg-indigo-900/60 dark:text-indigo-200 dark:border-indigo-500",
+  "bg-amber-100 text-amber-800 border-amber-300 dark:bg-amber-900/60 dark:text-amber-200 dark:border-amber-500",
+  "bg-green-100 text-green-800 border-green-300 dark:bg-green-900/60 dark:text-green-200 dark:border-green-500",
+];
+
+function proficiencyClasses(level: number): string {
+  const idx = Math.max(0, Math.min(4, Math.round(level) - 1));
+  return PROFICIENCY_CLASSES[idx] ?? PROFICIENCY_CLASSES[0]!;
+}
+
+function ProficiencyBadge({ value }: { value: number }) {
+  return (
+    <span className={`inline-block px-2 py-0.5 text-xs rounded font-medium border ${proficiencyClasses(value)}`}>
+      {value} {PROFICIENCY_LABELS[value] ?? ""}
+    </span>
+  );
+}
+
+type SkillRule = { skill: string; minProficiency: number };
+
+export function SkillsAnalytics() {
+  const datalistId = useId();
+
+  // ── Skill table filters ──────────────────────────────────────────────────
+  const [categoryFilter, setCategoryFilter] = useState<string>("");
+  const [minCount, setMinCount] = useState<number>(1);
+  const [skillSearch, setSkillSearch] = useState<string>("");
+
+  // ── People Finder ────────────────────────────────────────────────────────
+  const [rules, setRules] = useState<SkillRule[]>([]);
+  const [operator, setOperator] = useState<"AND" | "OR">("AND");
+  const [peopleChapter, setPeopleChapter] = useState<string>("");
+
+  const { data, isLoading, error } = trpc.resource.getSkillsAnalytics.useQuery(undefined, {
+    staleTime: 60_000,
+  });
+
+  const activeRules = rules.filter((r) => r.skill.trim().length > 0);
+  const { data: peopleResults, isFetching: peopleFetching } =
+    trpc.resource.searchBySkills.useQuery(
+      {
+        rules: activeRules,
+        operator,
+        ...(peopleChapter ? { chapter: peopleChapter } : {}),
+      },
+      {
+        enabled: activeRules.length > 0,
+        staleTime: 30_000,
+      },
+    );
+
+  function addRule() {
+    setRules((prev) => [...prev, { skill: "", minProficiency: 1 }]);
+  }
+
+  function removeRule(idx: number) {
+    setRules((prev) => prev.filter((_, i) => i !== idx));
+  }
+
+  function updateRule(idx: number, patch: Partial<SkillRule>) {
+    setRules((prev) => prev.map((r, i) => (i === idx ? { ...r, ...patch } : r)));
+  }
+
+  function exportXlsx() {
+    if (!data) return;
+    const rows = data.aggregated.map((e) => ({
+      Skill: e.skill,
+      Category: e.category,
+      "# Resources": e.count,
+      "Avg Proficiency": e.avgProficiency,
+      Chapters: e.chapters.join(", "),
+    }));
+    const ws = XLSX.utils.json_to_sheet(rows);
+    const wb = XLSX.utils.book_new();
+    XLSX.utils.book_append_sheet(wb, ws, "Skills");
+    XLSX.writeFile(wb, `skills-analytics-${Date.now()}.xlsx`);
+  }
+
+  const allSkillNames = (data?.aggregated ?? []).map((e) => e.skill);
+
+  const filtered = (data?.aggregated ?? []).filter((e) => {
+    if (categoryFilter && e.category !== categoryFilter) return false;
+    if (e.count < minCount) return false;
+    if (skillSearch && !e.skill.toLowerCase().includes(skillSearch.toLowerCase())) return false;
+    return true;
+  });
+
+  const { sorted: sortedSkills, sortField: skillSortField, sortDir: skillSortDir, toggle: skillToggle } = useTableSort(filtered);
+  const top20 = filtered.slice(0, 20);
+  const gapSkills = (data?.aggregated ?? []).filter((e) => e.count < 3 && e.avgProficiency >= 3);
+
+  if (isLoading) {
+    return (
+      <div className="p-6 animate-pulse space-y-4">
+        <div className="h-8 bg-gray-200 rounded w-64" />
+        <div className="h-64 bg-gray-100 rounded-xl" />
+      </div>
+    );
+  }
+
+  if (error) {
+    return (
+      <div className="p-6">
+        <div className="bg-red-50 border border-red-200 rounded-xl p-4 text-sm text-red-700">
+          {error.message}
+        </div>
+      </div>
+    );
+  }
+
+  return (
+    <div className="p-6 pb-24 space-y-6">
+      {/* Header */}
+      <div className="flex items-center justify-between">
+        <div>
+          <h1 className="text-2xl font-bold text-gray-900">Skills Analytics</h1>
+          <p className="text-sm text-gray-500 mt-1">
+            {data?.totalResources} active resources · {data?.totalSkillEntries} distinct skills
+          </p>
+        </div>
+        <button
+          type="button"
+          onClick={exportXlsx}
+          disabled={!data}
+          className="px-3 py-1.5 text-sm rounded-lg border border-gray-200 text-gray-600 hover:bg-gray-50 disabled:opacity-50 transition-colors"
+        >
+          ↓ Export XLS
+        </button>
+      </div>
+
+      {/* ── People Finder ──────────────────────────────────────────────────── */}
+      <div className="bg-white rounded-xl border border-gray-200 p-5 space-y-4">
+        <div className="flex items-center justify-between">
+          <h2 className="text-sm font-semibold text-gray-800">People Finder</h2>
+          <span className="text-xs text-gray-400">
+            Find resources that match skill criteria
+          </span>
+        </div>
+
+        {/* Rules */}
+        <datalist id={datalistId}>
+          {allSkillNames.map((s) => (
+            <option key={s} value={s} />
+          ))}
+        </datalist>
+
+        <div className="space-y-2">
+          {rules.map((rule, idx) => (
+            <div key={idx} className="flex items-center gap-2 flex-wrap">
+              {/* AND / OR connector label */}
+              {idx > 0 && (
+                <button
+                  type="button"
+                  onClick={() => setOperator((op) => (op === "AND" ? "OR" : "AND"))}
+                  className="w-12 text-center text-xs font-bold px-2 py-1.5 rounded-lg border border-brand-200 bg-brand-50 text-brand-700 hover:bg-brand-100 transition-colors shrink-0"
+                >
+                  {operator}
+                </button>
+              )}
+              {idx === 0 && (
+                <span className="w-12 text-center text-xs font-medium text-gray-400 shrink-0">
+                  knows
+                </span>
+              )}
+
+              {/* Skill input */}
+              <input
+                type="text"
+                list={datalistId}
+                placeholder="Skill name…"
+                value={rule.skill}
+                onChange={(e) => updateRule(idx, { skill: e.target.value })}
+                className="flex-1 min-w-40 px-3 py-1.5 border border-gray-300 rounded-lg text-sm focus:outline-none focus:ring-2 focus:ring-brand-500"
+              />
+
+              {/* Min proficiency selector */}
+              <div className="flex items-center gap-1">
+                <span className="text-xs text-gray-400 shrink-0">min.</span>
+                <div className="flex rounded-lg overflow-hidden border border-gray-200">
+                  {[1, 2, 3, 4, 5].map((lvl) => (
+                    <button
+                      key={lvl}
+                      type="button"
+                      title={PROFICIENCY_LABELS[lvl]}
+                      onClick={() => updateRule(idx, { minProficiency: lvl })}
+                      className={`px-2 py-1 text-xs font-medium transition-colors ${
+                        rule.minProficiency === lvl
+                          ? "bg-brand-600 text-white"
+                          : "bg-white text-gray-500 hover:bg-gray-50"
+                      }`}
+                    >
+                      {lvl}
+                    </button>
+                  ))}
+                </div>
+              </div>
+
+              {/* Remove */}
+              <button
+                type="button"
+                onClick={() => removeRule(idx)}
+                className="text-gray-400 hover:text-red-500 transition-colors p-1"
+              >
+                <svg className="w-4 h-4" fill="none" viewBox="0 0 24 24" stroke="currentColor">
+                  <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M6 18L18 6M6 6l12 12" />
+                </svg>
+              </button>
+            </div>
+          ))}
+        </div>
+
+        {/* Add rule + chapter filter row */}
+        <div className="flex flex-wrap items-center gap-3">
+          <button
+            type="button"
+            onClick={addRule}
+            className="flex items-center gap-1.5 px-3 py-1.5 text-sm rounded-lg border border-dashed border-brand-300 text-brand-600 hover:bg-brand-50 transition-colors"
+          >
+            <svg className="w-4 h-4" fill="none" viewBox="0 0 24 24" stroke="currentColor">
+              <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M12 4v16m8-8H4" />
+            </svg>
+            Add skill rule
+          </button>
+
+          {rules.length > 1 && (
+            <div className="flex items-center gap-1.5">
+              <span className="text-xs text-gray-500">Match:</span>
+              <button
+                type="button"
+                onClick={() => setOperator("AND")}
+                className={`px-2.5 py-1 text-xs font-medium rounded-l-lg border transition-colors ${
+                  operator === "AND"
+                    ? "bg-brand-600 border-brand-600 text-white"
+                    : "bg-white border-gray-200 text-gray-500 hover:bg-gray-50"
+                }`}
+              >
+                All (AND)
+              </button>
+              <button
+                type="button"
+                onClick={() => setOperator("OR")}
+                className={`px-2.5 py-1 text-xs font-medium rounded-r-lg border -ml-px transition-colors ${
+                  operator === "OR"
+                    ? "bg-brand-600 border-brand-600 text-white"
+                    : "bg-white border-gray-200 text-gray-500 hover:bg-gray-50"
+                }`}
+              >
+                Any (OR)
+              </button>
+            </div>
+          )}
+
+          {(data?.allChapters ?? []).length > 0 && (
+            <div className="flex items-center gap-1.5 ml-auto">
+              <span className="text-xs text-gray-500">Chapter:</span>
+              <select
+                value={peopleChapter}
+                onChange={(e) => setPeopleChapter(e.target.value)}
+                className="px-2 py-1.5 border border-gray-300 rounded-lg text-sm bg-white focus:outline-none focus:ring-2 focus:ring-brand-500"
+              >
+                <option value="">All chapters</option>
+                {(data?.allChapters ?? []).map((c) => (
+                  <option key={c} value={c}>{c}</option>
+                ))}
+              </select>
+            </div>
+          )}
+        </div>
+
+        {/* Results */}
+        {activeRules.length > 0 && (
+          <div className="border-t border-gray-100 pt-4">
+            {peopleFetching ? (
+              <div className="text-sm text-gray-400 animate-pulse">Searching…</div>
+            ) : peopleResults && peopleResults.length === 0 ? (
+              <p className="text-sm text-gray-400 italic">No resources match these criteria.</p>
+            ) : peopleResults && peopleResults.length > 0 ? (
+              <>
+                <p className="text-xs text-gray-500 mb-3">
+                  {peopleResults.length} resource{peopleResults.length !== 1 ? "s" : ""} found
+                </p>
+                <div className="space-y-2">
+                  {peopleResults.map((person) => (
+                    <div
+                      key={person.id}
+                      className="flex items-start gap-3 p-3 rounded-lg bg-gray-50 hover:bg-gray-100 transition-colors"
+                    >
+                      <div className="flex-1 min-w-0">
+                        <div className="flex items-center gap-2 flex-wrap">
+                          <a
+                            href={`/resources/${person.id}`}
+                            className="text-sm font-medium text-gray-900 hover:text-brand-600 transition-colors"
+                          >
+                            {person.displayName}
+                          </a>
+                          {person.chapter && (
+                            <span className="text-xs px-2 py-0.5 rounded-full bg-gray-200 text-gray-700 dark:bg-gray-600 dark:text-gray-100">
+                              {person.chapter}
+                            </span>
+                          )}
+                        </div>
+                        <div className="flex flex-wrap gap-1.5 mt-1.5">
+                          {person.matchedSkills.map((s) => (
+                            <span
+                              key={s.skill}
+                              className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs rounded-full border ${proficiencyClasses(s.proficiency)}`}
+                            >
+                              {s.skill}
+                              <span className="font-semibold">{s.proficiency}</span>
+                            </span>
+                          ))}
+                        </div>
+                      </div>
+                      <a
+                        href={`/resources/${person.id}`}
+                        className="text-xs text-brand-600 hover:underline shrink-0 mt-0.5"
+                      >
+                        View →
+                      </a>
+                    </div>
+                  ))}
+                </div>
+              </>
+            ) : null}
+          </div>
+        )}
+      </div>
+
+      {/* ── Skill table filters ────────────────────────────────────────────── */}
+      <div className="flex flex-wrap gap-3 items-center">
+        {/* Fuzzy search */}
+        <div className="relative">
+          <svg
+            className="absolute left-2.5 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400 pointer-events-none"
+            fill="none"
+            viewBox="0 0 24 24"
+            stroke="currentColor"
+          >
+            <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M21 21l-4.35-4.35M17 11A6 6 0 1 1 5 11a6 6 0 0 1 12 0z" />
+          </svg>
+          <input
+            type="text"
+            placeholder="Search skills…"
+            value={skillSearch}
+            onChange={(e) => setSkillSearch(e.target.value)}
+            className="pl-8 pr-3 py-2 border border-gray-300 rounded-lg text-sm bg-white focus:outline-none focus:ring-2 focus:ring-brand-500 w-52"
+          />
+        </div>
+
+        <select
+          value={categoryFilter}
+          onChange={(e) => setCategoryFilter(e.target.value)}
+          className="px-3 py-2 border border-gray-300 rounded-lg text-sm bg-white focus:outline-none focus:ring-2 focus:ring-brand-500"
+        >
+          <option value="">All Categories</option>
+          {(data?.categories ?? []).map((c) => (
+            <option key={c} value={c}>{c}</option>
+          ))}
+        </select>
+
+        <label className="flex items-center gap-2 text-sm text-gray-600">
+          Min. resources:
+          <input
+            type="number"
+            min={1}
+            max={50}
+            value={minCount}
+            onChange={(e) => setMinCount(Math.max(1, parseInt(e.target.value, 10) || 1))}
+            className="w-16 px-2 py-1.5 border border-gray-300 rounded-lg text-sm focus:outline-none focus:ring-2 focus:ring-brand-500"
+          />
+        </label>
+
+        <span className="text-sm text-gray-400">{filtered.length} skills shown</span>
+
+        {(skillSearch || categoryFilter || minCount > 1) && (
+          <button
+            type="button"
+            onClick={() => { setSkillSearch(""); setCategoryFilter(""); setMinCount(1); }}
+            className="text-xs text-brand-600 hover:underline"
+          >
+            Clear filters
+          </button>
+        )}
+      </div>
+
+      {/* Top 20 Skills Bar Chart */}
+      {top20.length > 0 && (
+        <div className="bg-white rounded-xl border border-gray-200 p-5">
+          <h2 className="text-sm font-semibold text-gray-800 mb-4">Top Skills by Resource Count</h2>
+          <ResponsiveContainer width="100%" height={320}>
+            <BarChart data={top20} layout="vertical" margin={{ left: 160, right: 20, top: 0, bottom: 0 }}>
+              <XAxis type="number" tick={{ fontSize: 11 }} />
+              <YAxis type="category" dataKey="skill" tick={{ fontSize: 11 }} width={155} />
+              <Tooltip
+                formatter={(value: number | undefined) => [`${value ?? 0} resources`, "Count"] as [string, string]}
+                contentStyle={{ fontSize: 12, borderRadius: 8 }}
+              />
+              <Bar dataKey="count" radius={[0, 4, 4, 0]}>
+                {top20.map((entry) => (
+                  <Cell key={entry.skill} fill={PROFICIENCY_SVG_COLORS[Math.max(0, Math.min(4, Math.round(entry.avgProficiency) - 1))] ?? "#6b7280"} strokeWidth={0} />
+                ))}
+              </Bar>
+            </BarChart>
+          </ResponsiveContainer>
+          <p className="text-xs text-gray-400 mt-2">Bar color = average proficiency (light → dark = low → high)</p>
+        </div>
+      )}
+
+      {/* Skills Gap */}
+      {gapSkills.length > 0 && (
+        <div className="bg-white rounded-xl border border-gray-200 p-5">
+          <h2 className="text-sm font-semibold text-gray-800 mb-3">
+            Skills Gap
+            <span className="ml-2 text-xs font-normal text-gray-400">high proficiency, few practitioners (&lt;3)</span>
+          </h2>
+          <div className="flex flex-wrap gap-2">
+            {gapSkills.map((e) => (
+              <button
+                key={e.skill}
+                type="button"
+                onClick={() => {
+                  setRules((prev) => [...prev, { skill: e.skill, minProficiency: 3 }]);
+                  window.scrollTo({ top: 0, behavior: "smooth" });
+                }}
+                title="Add to People Finder"
+                className="inline-flex items-center gap-1.5 px-3 py-1 text-sm rounded-full bg-red-50 text-red-700 border border-red-200 hover:bg-red-100 transition-colors"
+              >
+                {e.skill}
+                <span className="text-xs opacity-70">{e.count} person{e.count !== 1 ? "s" : ""}</span>
+              </button>
+            ))}
+          </div>
+          <p className="text-xs text-gray-400 mt-2">Click a skill to add it to the People Finder above.</p>
+        </div>
+      )}
+
+      {/* Skills Table */}
+      <div className="bg-white rounded-xl border border-gray-200 overflow-hidden">
+        <table className="w-full text-sm">
+          <thead className="bg-gray-50 border-b border-gray-200">
+            <tr>
+              <SortableColumnHeader label="Skill" field="skill" sortField={skillSortField} sortDir={skillSortDir} onSort={skillToggle} />
+              <SortableColumnHeader label="Category" field="category" sortField={skillSortField} sortDir={skillSortDir} onSort={skillToggle} />
+              <SortableColumnHeader label="Resources" field="count" sortField={skillSortField} sortDir={skillSortDir} onSort={skillToggle} align="right" />
+              <SortableColumnHeader label="Avg Prof." field="avgProficiency" sortField={skillSortField} sortDir={skillSortDir} onSort={skillToggle} align="right" />
+              <th className="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Chapters</th>
+              <th className="px-4 py-3 text-center text-xs font-medium text-gray-500 uppercase tracking-wider">Find</th>
+            </tr>
+          </thead>
+          <tbody className="divide-y divide-gray-100">
+            {sortedSkills.map((e) => (
+              <tr key={e.skill} className="hover:bg-gray-50">
+                <td className="px-4 py-2.5 font-medium text-gray-900">{e.skill}</td>
+                <td className="px-4 py-2.5 text-gray-500">{e.category}</td>
+                <td className="px-4 py-2.5 text-right text-gray-700">{e.count}</td>
+                <td className="px-4 py-2.5 text-right">
+                  <ProficiencyBadge value={e.avgProficiency} />
+                </td>
+                <td className="px-4 py-2.5 text-gray-400 text-xs">{e.chapters.join(", ") || "—"}</td>
+                <td className="px-4 py-2.5 text-center">
+                  <button
+                    type="button"
+                    title="Add to People Finder"
+                    onClick={() => {
+                      setRules((prev) => [...prev, { skill: e.skill, minProficiency: 1 }]);
+                      window.scrollTo({ top: 0, behavior: "smooth" });
+                    }}
+                    className="text-gray-400 hover:text-brand-600 transition-colors"
+                  >
+                    <svg className="w-4 h-4 inline" fill="none" viewBox="0 0 24 24" stroke="currentColor">
+                      <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M17 20h5v-2a3 3 0 00-5.356-1.857M17 20H7m10 0v-2c0-.656-.126-1.283-.356-1.857M7 20H2v-2a3 3 0 015.356-1.857M7 20v-2c0-.656.126-1.283.356-1.857m0 0a5.002 5.002 0 019.288 0M15 7a3 3 0 11-6 0 3 3 0 016 0z" />
+                    </svg>
+                  </button>
+                </td>
+              </tr>
+            ))}
+            {sortedSkills.length === 0 && (
+              <tr>
+                <td colSpan={6} className="text-center py-10 text-gray-400 text-sm">
+                  No skills found matching the filters.
+                </td>
+              </tr>
+            )}
+          </tbody>
+        </table>
+      </div>
+    </div>
+  );
+}

apps/web/src/components/blueprints/BlueprintFieldEditor.tsx

@@ -0,0 +1,502 @@
+"use client";
+
+import { useState } from "react";
+import { FieldType } from "@planarchy/shared";
+import type { BlueprintFieldDefinition, FieldOption, StaffingRequirement } from "@planarchy/shared";
+import { trpc } from "~/lib/trpc/client.js";
+import { RolePresetsEditor } from "./RolePresetsEditor.js";
+
+const FIELD_TYPES: { value: FieldType; label: string }[] = [
+  { value: FieldType.TEXT, label: "Text" },
+  { value: FieldType.TEXTAREA, label: "Textarea" },
+  { value: FieldType.NUMBER, label: "Number" },
+  { value: FieldType.BOOLEAN, label: "Boolean" },
+  { value: FieldType.DATE, label: "Date" },
+  { value: FieldType.SELECT, label: "Select" },
+  { value: FieldType.MULTI_SELECT, label: "Multi-Select" },
+  { value: FieldType.URL, label: "URL" },
+  { value: FieldType.EMAIL, label: "Email" },
+];
+
+const INPUT_CLS =
+  "px-3 py-2 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm";
+
+const BTN_PRIMARY =
+  "px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50";
+
+const BTN_SECONDARY =
+  "px-4 py-2 border border-gray-300 text-gray-700 rounded-lg hover:bg-gray-50 text-sm font-medium";
+
+const BTN_DANGER =
+  "px-2 py-1 text-red-500 hover:text-red-700 hover:bg-red-50 rounded text-sm transition-colors";
+
+function makeEmptyField(order: number): BlueprintFieldDefinition {
+  return {
+    id: Math.random().toString(36).slice(2),
+    key: "",
+    label: "",
+    type: FieldType.TEXT,
+    required: false,
+    order,
+  };
+}
+
+// ---------------------------------------------------------------------------
+// OptionsEditor — for SELECT / MULTI_SELECT
+// ---------------------------------------------------------------------------
+interface OptionsEditorProps {
+  options: FieldOption[];
+  onChange: (options: FieldOption[]) => void;
+}
+
+function OptionsEditor({ options, onChange }: OptionsEditorProps) {
+  function addOption() {
+    onChange([...options, { value: "", label: "" }]);
+  }
+
+  function removeOption(idx: number) {
+    onChange(options.filter((_, i) => i !== idx));
+  }
+
+  function updateOption(idx: number, field: "value" | "label", val: string) {
+    const next = options.map((o, i) =>
+      i === idx ? { ...o, [field]: val } : o,
+    );
+    onChange(next);
+  }
+
+  return (
+    <div className="mt-2 space-y-1.5">
+      <p className="text-xs font-medium text-gray-600">Options</p>
+      {options.map((opt, idx) => (
+        <div key={idx} className="flex items-center gap-2">
+          <input
+            type="text"
+            value={opt.value}
+            onChange={(e) => updateOption(idx, "value", e.target.value)}
+            placeholder="value"
+            className={`${INPUT_CLS} flex-1`}
+          />
+          <input
+            type="text"
+            value={opt.label}
+            onChange={(e) => updateOption(idx, "label", e.target.value)}
+            placeholder="label"
+            className={`${INPUT_CLS} flex-1`}
+          />
+          <button
+            type="button"
+            onClick={() => removeOption(idx)}
+            className={BTN_DANGER}
+            aria-label="Remove option"
+          >
+            ×
+          </button>
+        </div>
+      ))}
+      <button
+        type="button"
+        onClick={addOption}
+        className="text-xs text-brand-600 hover:text-brand-800 font-medium"
+      >
+        + Add option
+      </button>
+    </div>
+  );
+}
+
+// ---------------------------------------------------------------------------
+// FieldRow — a single field definition row
+// ---------------------------------------------------------------------------
+interface FieldRowProps {
+  field: BlueprintFieldDefinition;
+  onChange: (field: BlueprintFieldDefinition) => void;
+  onDelete: () => void;
+}
+
+function FieldRow({ field, onChange, onDelete }: FieldRowProps) {
+  const [expanded, setExpanded] = useState(false);
+
+  const needsOptions =
+    field.type === FieldType.SELECT || field.type === FieldType.MULTI_SELECT;
+
+  function update<K extends keyof BlueprintFieldDefinition>(
+    key: K,
+    value: BlueprintFieldDefinition[K],
+  ) {
+    onChange({ ...field, [key]: value });
+  }
+
+  return (
+    <div className="border border-gray-200 rounded-lg p-3 bg-white">
+      {/* Main row */}
+      <div className="flex flex-wrap items-center gap-2">
+        {/* Drag handle placeholder */}
+        <span className="text-gray-300 cursor-grab select-none text-lg leading-none">
+          ☰
+        </span>
+
+        {/* Key */}
+        <input
+          type="text"
+          value={field.key}
+          onChange={(e) => update("key", e.target.value)}
+          placeholder="field_key"
+          className={`${INPUT_CLS} w-36 font-mono`}
+          aria-label="Field key"
+        />
+
+        {/* Label */}
+        <input
+          type="text"
+          value={field.label}
+          onChange={(e) => update("label", e.target.value)}
+          placeholder="Label"
+          className={`${INPUT_CLS} w-40`}
+          aria-label="Field label"
+        />
+
+        {/* Type */}
+        <select
+          value={field.type}
+          onChange={(e) => {
+            const t = e.target.value as FieldType;
+            // Clear options when switching away from select types
+            const clearedOptions =
+              t === FieldType.SELECT || t === FieldType.MULTI_SELECT
+                ? field.options ?? []
+                : undefined;
+            onChange({ ...field, type: t, options: clearedOptions } as BlueprintFieldDefinition);
+          }}
+          className={`${INPUT_CLS} w-36`}
+          aria-label="Field type"
+        >
+          {FIELD_TYPES.map((ft) => (
+            <option key={ft.value} value={ft.value}>
+              {ft.label}
+            </option>
+          ))}
+        </select>
+
+        {/* Required */}
+        <label className="flex items-center gap-1.5 text-sm text-gray-700 cursor-pointer select-none whitespace-nowrap">
+          <input
+            type="checkbox"
+            checked={field.required}
+            onChange={(e) => update("required", e.target.checked)}
+            className="w-4 h-4 rounded border-gray-300 text-brand-600 focus:ring-brand-500"
+          />
+          Req.
+        </label>
+
+        {/* Expand/Collapse optional fields */}
+        <button
+          type="button"
+          onClick={() => setExpanded((v) => !v)}
+          className="text-xs text-gray-400 hover:text-gray-600 ml-auto whitespace-nowrap"
+          aria-label={expanded ? "Collapse options" : "Expand options"}
+        >
+          {expanded ? "▲ less" : "▼ more"}
+        </button>
+
+        {/* Delete */}
+        <button
+          type="button"
+          onClick={onDelete}
+          className={BTN_DANGER}
+          aria-label="Delete field"
+        >
+          ×
+        </button>
+      </div>
+
+      {/* Expanded optional fields */}
+      {expanded && (
+        <div className="mt-3 grid grid-cols-1 sm:grid-cols-3 gap-2">
+          <div className="flex flex-col gap-1">
+            <label className="text-xs text-gray-500 font-medium">Group</label>
+            <input
+              type="text"
+              value={field.group ?? ""}
+              onChange={(e) => update("group", e.target.value || undefined)}
+              placeholder="Section heading"
+              className={INPUT_CLS}
+            />
+          </div>
+          <div className="flex flex-col gap-1">
+            <label className="text-xs text-gray-500 font-medium">
+              Placeholder
+            </label>
+            <input
+              type="text"
+              value={field.placeholder ?? ""}
+              onChange={(e) =>
+                update("placeholder", e.target.value || undefined)
+              }
+              placeholder="Placeholder text"
+              className={INPUT_CLS}
+            />
+          </div>
+          <div className="flex flex-col gap-1">
+            <label className="text-xs text-gray-500 font-medium">
+              Description
+            </label>
+            <input
+              type="text"
+              value={field.description ?? ""}
+              onChange={(e) =>
+                update("description", e.target.value || undefined)
+              }
+              placeholder="Helper text"
+              className={INPUT_CLS}
+            />
+          </div>
+
+          <div className="flex items-center gap-4 col-span-full pt-1">
+            <label className="flex items-center gap-1.5 text-sm text-gray-700 cursor-pointer select-none">
+              <input
+                type="checkbox"
+                checked={field.showInList ?? false}
+                onChange={(e) => update("showInList", e.target.checked)}
+                className="w-4 h-4 rounded border-gray-300 text-brand-600 focus:ring-brand-500"
+              />
+              Show in list view
+            </label>
+            <label className="flex items-center gap-1.5 text-sm text-gray-700 cursor-pointer select-none">
+              <input
+                type="checkbox"
+                checked={field.isFilterable ?? false}
+                onChange={(e) => update("isFilterable", e.target.checked)}
+                className="w-4 h-4 rounded border-gray-300 text-brand-600 focus:ring-brand-500"
+              />
+              Filterable
+            </label>
+          </div>
+
+          {needsOptions && (
+            <div className="col-span-full">
+              <OptionsEditor
+                options={field.options ?? []}
+                onChange={(opts) => update("options", opts)}
+              />
+            </div>
+          )}
+        </div>
+      )}
+
+      {/* Options inline hint when collapsed */}
+      {!expanded && needsOptions && (field.options?.length ?? 0) === 0 && (
+        <p className="mt-1 text-xs text-amber-600">
+          No options defined yet — click ▼ more to add them.
+        </p>
+      )}
+    </div>
+  );
+}
+
+// ---------------------------------------------------------------------------
+// BlueprintFieldEditor — the modal
+// ---------------------------------------------------------------------------
+interface BlueprintFieldEditorProps {
+  blueprintId: string;
+  blueprintName: string;
+  initialFieldDefs: BlueprintFieldDefinition[];
+  initialRolePresets?: StaffingRequirement[];
+  initialTab?: "fields" | "presets";
+  onClose: () => void;
+}
+
+export function BlueprintFieldEditor({
+  blueprintId,
+  blueprintName,
+  initialFieldDefs,
+  initialRolePresets = [],
+  initialTab = "fields",
+  onClose,
+}: BlueprintFieldEditorProps) {
+  const utils = trpc.useUtils();
+
+  const [activeTab, setActiveTab] = useState<"fields" | "presets">(initialTab);
+  const [fields, setFields] = useState<BlueprintFieldDefinition[]>(
+    () =>
+      [...initialFieldDefs].sort((a, b) => a.order - b.order),
+  );
+  const [saveError, setSaveError] = useState<string | null>(null);
+  const [presetSaveError, setPresetSaveError] = useState<string | null>(null);
+
+  const updateMutation = trpc.blueprint.update.useMutation();
+
+  const presetMutation = trpc.blueprint.updateRolePresets.useMutation();
+
+  function addField() {
+    setFields((prev) => [...prev, makeEmptyField(prev.length)]);
+  }
+
+  function removeField(idx: number) {
+    setFields((prev) =>
+      prev
+        .filter((_, i) => i !== idx)
+        .map((f, i) => ({ ...f, order: i })),
+    );
+  }
+
+  function updateField(idx: number, updated: BlueprintFieldDefinition) {
+    setFields((prev) =>
+      prev.map((f, i) => (i === idx ? updated : f)),
+    );
+  }
+
+  function handleSave() {
+    setSaveError(null);
+    // Reassign order by current list position
+    const normalised = fields.map((f, i) => ({ ...f, order: i }));
+    updateMutation.mutate(
+      {
+        id: blueprintId,
+        data: { fieldDefs: normalised },
+      },
+      {
+        onSuccess: async () => {
+          await utils.blueprint.list.invalidate();
+          onClose();
+        },
+        onError: (err) => {
+          setSaveError(err.message);
+        },
+      },
+    );
+  }
+
+  // Close on backdrop click
+  function handleBackdropClick(e: React.MouseEvent<HTMLDivElement>) {
+    if (e.target === e.currentTarget) onClose();
+  }
+
+  return (
+    <div
+      className="fixed inset-0 bg-black/50 z-50 flex items-start justify-center overflow-y-auto py-8"
+      onClick={handleBackdropClick}
+    >
+      <div className="bg-white rounded-xl shadow-2xl w-full max-w-3xl mx-4">
+        {/* Header */}
+        <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200">
+          <h2 className="text-lg font-semibold text-gray-900">
+            Edit Fields:{" "}
+            <span className="text-gray-600 font-normal">{blueprintName}</span>
+          </h2>
+          <button
+            type="button"
+            onClick={onClose}
+            className="text-gray-400 hover:text-gray-600 text-2xl leading-none"
+            aria-label="Close"
+          >
+            ×
+          </button>
+        </div>
+
+        {/* Tabs */}
+        <div className="flex border-b border-gray-200 px-6">
+          {(["fields", "presets"] as const).map((tab) => (
+            <button
+              key={tab}
+              type="button"
+              onClick={() => setActiveTab(tab)}
+              className={`px-4 py-2.5 text-sm font-medium border-b-2 -mb-px transition-colors ${
+                activeTab === tab
+                  ? "border-brand-500 text-brand-600"
+                  : "border-transparent text-gray-500 hover:text-gray-700"
+              }`}
+            >
+              {tab === "fields" ? "Fields" : "Role Presets"}
+            </button>
+          ))}
+        </div>
+
+        {activeTab === "fields" ? (
+          <>
+            {/* Field list */}
+            <div className="px-6 py-4 space-y-3 max-h-[60vh] overflow-y-auto">
+              {fields.length === 0 && (
+                <p className="text-sm text-gray-400 text-center py-8">
+                  No fields yet. Click &ldquo;+ Add Field&rdquo; to get started.
+                </p>
+              )}
+              {fields.map((field, idx) => (
+                <FieldRow
+                  key={field.id}
+                  field={field}
+                  onChange={(updated) => updateField(idx, updated)}
+                  onDelete={() => removeField(idx)}
+                />
+              ))}
+            </div>
+
+            {/* Add field button */}
+            <div className="px-6 pb-2">
+              <button
+                type="button"
+                onClick={addField}
+                className="flex items-center gap-1.5 text-sm text-brand-600 hover:text-brand-800 font-medium"
+              >
+                <span className="text-lg leading-none">+</span> Add Field
+              </button>
+            </div>
+
+            {/* Error */}
+            {saveError && (
+              <div className="mx-6 mb-2 px-3 py-2 bg-red-50 border border-red-200 rounded-lg text-sm text-red-700">
+                {saveError}
+              </div>
+            )}
+
+            {/* Footer */}
+            <div className="flex items-center justify-end gap-3 px-6 py-4 border-t border-gray-200">
+              <button type="button" onClick={onClose} className={BTN_SECONDARY}>
+                Cancel
+              </button>
+              <button
+                type="button"
+                onClick={handleSave}
+                disabled={updateMutation.isPending}
+                className={BTN_PRIMARY}
+              >
+                {updateMutation.isPending ? "Saving…" : "Save Fields"}
+              </button>
+            </div>
+          </>
+        ) : (
+          <div className="px-6 py-4">
+            <p className="text-xs text-gray-500 mb-4">
+              Role presets are auto-loaded in Step 3 of the Project Creation Wizard when this blueprint is selected.
+            </p>
+            <RolePresetsEditor
+              initialPresets={initialRolePresets}
+              onSave={(presets) =>
+                presetMutation.mutate(
+                  { id: blueprintId, rolePresets: presets },
+                  {
+                    onSuccess: async () => {
+                      await utils.blueprint.list.invalidate();
+                      setPresetSaveError(null);
+                      onClose();
+                    },
+                    onError: (err) => {
+                      setPresetSaveError(err.message);
+                    },
+                  },
+                )
+              }
+              isSaving={presetMutation.isPending}
+              saveError={presetSaveError}
+            />
+            <div className="flex justify-start mt-4 border-t border-gray-200 pt-4">
+              <button type="button" onClick={onClose} className={BTN_SECONDARY}>
+                Close
+              </button>
+            </div>
+          </div>
+        )}
+      </div>
+    </div>
+  );
+}

apps/web/src/components/blueprints/BlueprintsClient.tsx

@@ -0,0 +1,510 @@
+"use client";
+
+import { useState, useEffect } from "react";
+import type { FormEvent, MouseEvent } from "react";
+import { BlueprintTarget } from "@planarchy/shared";
+import type { BlueprintFieldDefinition } from "@planarchy/shared";
+import { trpc } from "~/lib/trpc/client.js";
+import { BlueprintFieldEditor } from "./BlueprintFieldEditor.js";
+import { useSelection } from "~/hooks/useSelection.js";
+import { BatchActionBar } from "~/components/ui/BatchActionBar.js";
+import { ConfirmDialog } from "~/components/ui/ConfirmDialog.js";
+import { FilterBar } from "~/components/ui/FilterBar.js";
+import { SortableColumnHeader } from "~/components/ui/SortableColumnHeader.js";
+import { useTableSort } from "~/hooks/useTableSort.js";
+import { useViewPrefs } from "~/hooks/useViewPrefs.js";
+
+const INPUT_CLS =
+  "px-3 py-2 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm";
+
+const BTN_PRIMARY =
+  "px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50";
+
+const BTN_SECONDARY =
+  "px-4 py-2 border border-gray-300 text-gray-700 rounded-lg hover:bg-gray-50 text-sm font-medium";
+
+interface NewBlueprintModalProps {
+  onClose: () => void;
+  onCreated: () => void;
+}
+
+type BlueprintTargetValue = "RESOURCE" | "PROJECT";
+type BlueprintSortField = "name" | "target" | "fieldCount" | "presetCount" | "global";
+
+function NewBlueprintModal({ onClose, onCreated }: NewBlueprintModalProps) {
+  const utils = trpc.useUtils();
+
+  const [name, setName] = useState("");
+  const [description, setDescription] = useState("");
+  const [target, setTarget] = useState<BlueprintTargetValue>("RESOURCE");
+  const [error, setError] = useState<string | null>(null);
+
+  const createMutation = trpc.blueprint.create.useMutation();
+
+  async function handleSubmit(e: FormEvent<HTMLFormElement>) {
+    e.preventDefault();
+    setError(null);
+    if (!name.trim()) {
+      setError("Name is required.");
+      return;
+    }
+
+    try {
+      await createMutation.mutateAsync({
+        name: name.trim(),
+        description: description.trim() || undefined,
+        target: target as BlueprintTarget,
+        fieldDefs: [],
+        defaults: {},
+        validationRules: [],
+      });
+      await utils.blueprint.list.invalidate();
+      onCreated();
+      onClose();
+    } catch (err) {
+      setError(err instanceof Error ? err.message : "Failed to create blueprint.");
+    }
+  }
+
+  function handleBackdropClick(e: MouseEvent<HTMLDivElement>) {
+    if (e.target === e.currentTarget) onClose();
+  }
+
+  return (
+    <div className="fixed inset-0 bg-black/50 z-50 flex items-start justify-center overflow-y-auto py-8" onClick={handleBackdropClick}>
+      <div className="bg-white rounded-xl shadow-2xl w-full max-w-md mx-4">
+        <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200">
+          <h2 className="text-lg font-semibold text-gray-900">New Blueprint</h2>
+          <button type="button" onClick={onClose} className="text-gray-400 hover:text-gray-600 text-2xl leading-none" aria-label="Close">×</button>
+        </div>
+        <form onSubmit={handleSubmit} className="px-6 py-5 space-y-4">
+          <div className="flex flex-col gap-1">
+            <label className="text-sm font-medium text-gray-700">Name <span className="text-red-500">*</span></label>
+            <input type="text" value={name} onChange={(e) => setName(e.target.value)} placeholder="e.g. Resource Extended Fields" className={INPUT_CLS} autoFocus />
+          </div>
+          <div className="flex flex-col gap-1">
+            <label className="text-sm font-medium text-gray-700">Description</label>
+            <textarea value={description} onChange={(e) => setDescription(e.target.value)} placeholder="Optional description" className={`${INPUT_CLS} resize-none`} rows={2} />
+          </div>
+          <div className="flex flex-col gap-1">
+            <label className="text-sm font-medium text-gray-700">Target</label>
+            <select value={target} onChange={(e) => setTarget(e.target.value as BlueprintTargetValue)} className={INPUT_CLS}>
+              <option value="RESOURCE">Resource</option>
+              <option value="PROJECT">Project</option>
+            </select>
+          </div>
+          {error && <p className="text-sm text-red-600 bg-red-50 border border-red-200 rounded-lg px-3 py-2">{error}</p>}
+          <div className="flex items-center justify-end gap-3 pt-2">
+            <button type="button" onClick={onClose} className={BTN_SECONDARY}>Cancel</button>
+            <button type="submit" disabled={createMutation.isPending} className={BTN_PRIMARY}>
+              {createMutation.isPending ? "Creating…" : "Create Blueprint"}
+            </button>
+          </div>
+        </form>
+      </div>
+    </div>
+  );
+}
+
+interface BlueprintRow {
+  id: string;
+  name: string;
+  description: string | null;
+  target: BlueprintTargetValue;
+  fieldDefs: unknown;
+  rolePresets: unknown;
+  isGlobal?: boolean;
+}
+
+interface BlueprintCardProps {
+  blueprint: BlueprintRow;
+  onEditFields: () => void;
+  onEditStaffing: () => void;
+  onToggleGlobal: () => void;
+  onDelete: () => void;
+  isSelected: boolean;
+  onToggleSelect: () => void;
+}
+
+function BlueprintCard({
+  blueprint,
+  onEditFields,
+  onEditStaffing,
+  onToggleGlobal,
+  onDelete,
+  isSelected,
+  onToggleSelect,
+}: BlueprintCardProps) {
+  const fieldDefs = Array.isArray(blueprint.fieldDefs) ? (blueprint.fieldDefs as BlueprintFieldDefinition[]) : [];
+  const rolePresets = Array.isArray(blueprint.rolePresets) ? (blueprint.rolePresets as unknown[]) : [];
+  const fieldCount = fieldDefs.length;
+  const presetCount = rolePresets.length;
+  const isProject = blueprint.target === "PROJECT";
+
+  return (
+    <div className={`bg-white rounded-xl border p-5 flex flex-col gap-3 hover:shadow-sm transition-shadow ${isSelected ? "border-brand-400 bg-brand-50" : "border-gray-200"}`}>
+      <div className="flex items-start justify-between gap-3">
+        <div className="flex items-start gap-3 flex-1 min-w-0">
+          <input
+            type="checkbox"
+            checked={isSelected}
+            onChange={onToggleSelect}
+            className="mt-0.5 rounded border-gray-300"
+          />
+          <div className="flex-1 min-w-0">
+            <h3 className="font-semibold text-gray-900 truncate">{blueprint.name}</h3>
+            {blueprint.description && (
+              <p className="text-xs text-gray-500 mt-0.5 line-clamp-2">{blueprint.description}</p>
+            )}
+          </div>
+        </div>
+        <span className={`shrink-0 inline-block px-2 py-0.5 text-xs rounded-full font-medium ${isProject ? "bg-purple-50 text-purple-700" : "bg-blue-50 text-blue-700"}`}>
+          {blueprint.target}
+        </span>
+      </div>
+
+      <div className="flex flex-wrap gap-3 text-sm text-gray-500">
+        <span>{fieldCount === 0 ? "No fields" : `${fieldCount} field${fieldCount === 1 ? "" : "s"}`}</span>
+        {isProject && (
+          <span className={presetCount > 0 ? "text-brand-600 font-medium" : ""}>
+            {presetCount === 0 ? "No staffing presets" : `${presetCount} staffing preset${presetCount === 1 ? "" : "s"}`}
+          </span>
+        )}
+        {blueprint.isGlobal && (
+          <span className="inline-block px-2 py-0.5 text-xs rounded-full bg-amber-100 text-amber-700 font-medium">Global</span>
+        )}
+      </div>
+
+      <div className="flex flex-wrap items-center gap-2 pt-1 border-t border-gray-100">
+        <button type="button" onClick={onEditFields} className="px-3 py-1.5 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium transition-colors">
+          Edit Fields
+        </button>
+        {isProject && (
+          <button type="button" onClick={onEditStaffing} className="px-3 py-1.5 border border-brand-300 text-brand-700 rounded-lg hover:bg-brand-50 text-sm font-medium transition-colors">
+            Edit Staffing Presets
+          </button>
+        )}
+        <button
+          type="button"
+          onClick={onToggleGlobal}
+          className={`px-3 py-1.5 rounded-lg text-sm font-medium transition-colors disabled:opacity-50 ${
+            blueprint.isGlobal
+              ? "border border-amber-300 text-amber-700 hover:bg-amber-50"
+              : "border border-gray-200 text-gray-500 hover:bg-gray-50"
+          }`}
+          title={blueprint.isGlobal ? "Remove from global columns" : "Make fields available as global columns"}
+        >
+          {blueprint.isGlobal ? "Unglobalize" : "Make Global"}
+        </button>
+        <button
+          type="button"
+          onClick={() => {
+            if (window.confirm(`Delete blueprint "${blueprint.name}"?`)) {
+              onDelete();
+            }
+          }}
+          className="px-3 py-1.5 border border-red-200 text-red-600 rounded-lg hover:bg-red-50 text-sm font-medium transition-colors disabled:opacity-50"
+        >
+          Delete
+        </button>
+      </div>
+    </div>
+  );
+}
+
+export function BlueprintsClient() {
+  const [showNewModal, setShowNewModal] = useState(false);
+  const [editingBlueprint, setEditingBlueprint] = useState<BlueprintRow | null>(null);
+  const [editingTab, setEditingTab] = useState<"fields" | "presets">("fields");
+  const [targetFilter, setTargetFilter] = useState<string>("");
+  const [confirmBatchDelete, setConfirmBatchDelete] = useState<string[] | null>(null);
+
+  const selection = useSelection();
+  const utils = trpc.useUtils();
+
+  const { data, isLoading, isError } = trpc.blueprint.list.useQuery({
+    target: (targetFilter as BlueprintTarget) || undefined,
+  });
+
+  const batchDeleteMutation = trpc.blueprint.batchDelete.useMutation();
+  const deleteMutation = trpc.blueprint.delete.useMutation();
+  const setGlobalMutation = trpc.blueprint.setGlobal.useMutation();
+
+  const viewPrefs = useViewPrefs("blueprints");
+
+  useEffect(() => {
+    selection.clear();
+  // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [targetFilter]);
+
+  const blueprints: BlueprintRow[] = data ?? [];
+  const { sorted: sortedBlueprints, sortField, sortDir, toggle } = useTableSort<BlueprintRow, BlueprintSortField>(blueprints, {
+    initialField: (viewPrefs.savedSort?.field as BlueprintSortField | undefined) ?? null,
+    initialDir: viewPrefs.savedSort?.dir ?? null,
+    onSortChange: (field, dir) => {
+      viewPrefs.setSavedSort(field && dir ? { field, dir } : null);
+    },
+  });
+  const blueprintIds = sortedBlueprints.map((b) => b.id);
+
+  function handleSort(field: BlueprintSortField) {
+    switch (field) {
+      case "fieldCount":
+        toggle(field, (row) => (Array.isArray(row.fieldDefs) ? row.fieldDefs.length : 0));
+        return;
+      case "presetCount":
+        toggle(field, (row) => (Array.isArray(row.rolePresets) ? row.rolePresets.length : 0));
+        return;
+      case "global":
+        toggle(field, (row) => (row.isGlobal ? 0 : 1));
+        return;
+      default:
+        toggle(field);
+    }
+  }
+
+  function handleSortRequest(field: string) {
+    handleSort(field as BlueprintSortField);
+  }
+
+  async function handleDelete(id: string) {
+    await deleteMutation.mutateAsync({ id });
+    await utils.blueprint.list.invalidate();
+    if (selection.selectedIds.has(id)) {
+      selection.toggle(id);
+    }
+    if (editingBlueprint?.id === id) {
+      setEditingBlueprint(null);
+    }
+  }
+
+  async function handleToggleGlobal(id: string, isGlobal: boolean | undefined) {
+    await setGlobalMutation.mutateAsync({ id, isGlobal: !isGlobal });
+    await utils.blueprint.list.invalidate();
+  }
+
+  async function handleBatchDelete(ids: string[]) {
+    await batchDeleteMutation.mutateAsync({ ids });
+    await utils.blueprint.list.invalidate();
+    selection.clear();
+  }
+
+  return (
+    <div className="p-6 pb-24">
+      <div className="flex items-start justify-between mb-6 gap-4">
+        <div>
+          <h1 className="text-2xl font-bold text-gray-900">Blueprints</h1>
+          <p className="text-gray-500 text-sm mt-1">Configure dynamic fields for resources and projects</p>
+        </div>
+        <button type="button" onClick={() => setShowNewModal(true)} className={BTN_PRIMARY}>
+          + New Blueprint
+        </button>
+      </div>
+
+      <FilterBar
+        hasActiveFilters={!!targetFilter}
+        onClearFilters={() => setTargetFilter("")}
+      >
+        <select
+          value={targetFilter}
+          onChange={(e) => setTargetFilter(e.target.value)}
+          className="px-3 py-2 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm bg-white"
+        >
+          <option value="">All Targets</option>
+          <option value="RESOURCE">Resource</option>
+          <option value="PROJECT">Project</option>
+        </select>
+      </FilterBar>
+
+      {isLoading && (
+        <div className="grid grid-cols-1 md:grid-cols-2 gap-4">
+          {[1, 2, 3].map((i) => (
+            <div key={i} className="bg-white rounded-xl border border-gray-200 p-5 animate-pulse h-36" />
+          ))}
+        </div>
+      )}
+
+      {isError && (
+        <div className="bg-red-50 border border-red-200 rounded-xl p-6 text-red-700 text-sm">
+          Failed to load blueprints. Please refresh the page.
+        </div>
+      )}
+
+      {!isLoading && !isError && blueprints.length === 0 && (
+        <div className="flex flex-col items-center justify-center py-20 text-center">
+          <p className="text-gray-400 text-sm mb-4">No blueprints yet. Create one to start defining dynamic fields.</p>
+          <button type="button" onClick={() => setShowNewModal(true)} className={BTN_PRIMARY}>
+            + New Blueprint
+          </button>
+        </div>
+      )}
+
+      {!isLoading && !isError && sortedBlueprints.length > 0 && (
+        <>
+          <div className="hidden md:block bg-white rounded-xl border border-gray-200 overflow-hidden">
+            <table className="w-full text-sm">
+              <thead>
+                <tr className="border-b border-gray-200 bg-gray-50">
+                  <th className="w-12 px-3 py-3">
+                    <input
+                      type="checkbox"
+                      checked={selection.isAllSelected(blueprintIds)}
+                      onChange={() => selection.toggleAll(blueprintIds)}
+                      className="rounded border-gray-300"
+                      aria-label="Select all blueprints"
+                    />
+                  </th>
+                  <SortableColumnHeader label="Name" field="name" sortField={sortField} sortDir={sortDir} onSort={handleSortRequest} />
+                  <SortableColumnHeader label="Target" field="target" sortField={sortField} sortDir={sortDir} onSort={handleSortRequest} />
+                  <SortableColumnHeader label="Fields" field="fieldCount" sortField={sortField} sortDir={sortDir} onSort={handleSortRequest} align="center" />
+                  <SortableColumnHeader label="Staffing Presets" field="presetCount" sortField={sortField} sortDir={sortDir} onSort={handleSortRequest} align="center" />
+                  <SortableColumnHeader label="Global" field="global" sortField={sortField} sortDir={sortDir} onSort={handleSortRequest} align="center" />
+                  <th className="px-3 py-3 text-right text-xs font-medium text-gray-500 uppercase tracking-wider">Actions</th>
+                </tr>
+              </thead>
+              <tbody>
+                {sortedBlueprints.map((bp) => {
+                  const fieldCount = Array.isArray(bp.fieldDefs) ? bp.fieldDefs.length : 0;
+                  const presetCount = Array.isArray(bp.rolePresets) ? bp.rolePresets.length : 0;
+                  const isProject = bp.target === "PROJECT";
+
+                  return (
+                    <tr key={bp.id} className="border-b border-gray-100 last:border-b-0 hover:bg-gray-50 transition-colors">
+                      <td className="px-3 py-3">
+                        <input
+                          type="checkbox"
+                          checked={selection.selectedIds.has(bp.id)}
+                          onChange={() => selection.toggle(bp.id)}
+                          className="rounded border-gray-300"
+                        />
+                      </td>
+                      <td className="px-3 py-3">
+                        <div className="min-w-0">
+                          <div className="font-medium text-gray-900">{bp.name}</div>
+                          {bp.description && <div className="text-xs text-gray-500 mt-0.5 truncate">{bp.description}</div>}
+                        </div>
+                      </td>
+                      <td className="px-3 py-3">
+                        <span className={`inline-block px-2 py-0.5 text-xs rounded-full font-medium ${isProject ? "bg-purple-50 text-purple-700" : "bg-blue-50 text-blue-700"}`}>
+                          {bp.target}
+                        </span>
+                      </td>
+                      <td className="px-3 py-3 text-center text-gray-600">{fieldCount}</td>
+                      <td className="px-3 py-3 text-center text-gray-600">{isProject ? presetCount : "—"}</td>
+                      <td className="px-3 py-3 text-center">
+                        {bp.isGlobal ? (
+                          <span className="inline-block px-2 py-0.5 text-xs rounded-full bg-amber-100 text-amber-700 font-medium">
+                            Global
+                          </span>
+                        ) : (
+                          <span className="text-gray-300">—</span>
+                        )}
+                      </td>
+                      <td className="px-3 py-3">
+                        <div className="flex items-center justify-end gap-2">
+                          <button
+                            type="button"
+                            onClick={() => { setEditingTab("fields"); setEditingBlueprint(bp); }}
+                            className="text-xs text-brand-600 hover:text-brand-800 font-medium"
+                          >
+                            Edit Fields
+                          </button>
+                          {isProject && (
+                            <button
+                              type="button"
+                              onClick={() => { setEditingTab("presets"); setEditingBlueprint(bp); }}
+                              className="text-xs text-brand-600 hover:text-brand-800 font-medium"
+                            >
+                              Presets
+                            </button>
+                          )}
+                          <button
+                            type="button"
+                            onClick={() => handleToggleGlobal(bp.id, bp.isGlobal)}
+                            disabled={setGlobalMutation.isPending}
+                            className="text-xs text-gray-500 hover:text-gray-700 disabled:opacity-50"
+                          >
+                            {bp.isGlobal ? "Unglobalize" : "Make Global"}
+                          </button>
+                          <button
+                            type="button"
+                            onClick={() => {
+                              if (window.confirm(`Delete blueprint "${bp.name}"?`)) {
+                                handleDelete(bp.id);
+                              }
+                            }}
+                            disabled={deleteMutation.isPending}
+                            className="text-xs text-red-500 hover:text-red-700 disabled:opacity-50"
+                          >
+                            Delete
+                          </button>
+                        </div>
+                      </td>
+                    </tr>
+                  );
+                })}
+              </tbody>
+            </table>
+          </div>
+
+          <div className="grid grid-cols-1 gap-4 md:hidden">
+            {sortedBlueprints.map((bp) => (
+              <BlueprintCard
+                key={bp.id}
+                blueprint={bp}
+                onEditFields={() => { setEditingTab("fields"); setEditingBlueprint(bp); }}
+                onEditStaffing={() => { setEditingTab("presets"); setEditingBlueprint(bp); }}
+                onToggleGlobal={() => handleToggleGlobal(bp.id, bp.isGlobal)}
+                onDelete={() => handleDelete(bp.id)}
+                isSelected={selection.selectedIds.has(bp.id)}
+                onToggleSelect={() => selection.toggle(bp.id)}
+              />
+            ))}
+          </div>
+        </>
+      )}
+
+      <BatchActionBar
+        count={selection.count}
+        onClear={selection.clear}
+        actions={[
+          {
+            label: `Delete (${selection.count})`,
+            variant: "danger",
+            onClick: () => setConfirmBatchDelete(selection.selectedArray),
+            disabled: batchDeleteMutation.isPending,
+          },
+        ]}
+      />
+
+      {confirmBatchDelete && (
+        <ConfirmDialog
+          title="Delete Blueprints"
+          message={`Delete ${confirmBatchDelete.length} selected blueprint${confirmBatchDelete.length !== 1 ? "s" : ""}? They will be marked as inactive.`}
+          confirmLabel="Delete All"
+          variant="danger"
+          onConfirm={() => {
+            void handleBatchDelete(confirmBatchDelete);
+            setConfirmBatchDelete(null);
+          }}
+          onCancel={() => setConfirmBatchDelete(null)}
+        />
+      )}
+
+      {showNewModal && (
+        <NewBlueprintModal onClose={() => setShowNewModal(false)} onCreated={() => setShowNewModal(false)} />
+      )}
+
+      {editingBlueprint && (
+        <BlueprintFieldEditor
+          blueprintId={editingBlueprint.id}
+          blueprintName={editingBlueprint.name}
+          initialFieldDefs={Array.isArray(editingBlueprint.fieldDefs) ? (editingBlueprint.fieldDefs as BlueprintFieldDefinition[]) : []}
+          initialRolePresets={Array.isArray(editingBlueprint.rolePresets) ? (editingBlueprint.rolePresets as import("@planarchy/shared").StaffingRequirement[]) : []}
+          initialTab={editingTab}
+          onClose={() => setEditingBlueprint(null)}
+        />
+      )}
+    </div>
+  );
+}

apps/web/src/components/blueprints/RolePresetsEditor.tsx

@@ -0,0 +1,206 @@
+"use client";
+
+import { useState } from "react";
+import type { StaffingRequirement } from "@planarchy/shared";
+
+const INPUT_CLS =
+  "px-3 py-2 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm";
+
+const BTN_DANGER =
+  "px-2 py-1 text-red-500 hover:text-red-700 hover:bg-red-50 rounded text-sm transition-colors";
+
+function makeEmptyPreset(): StaffingRequirement {
+  return {
+    id: crypto.randomUUID(),
+    role: "",
+    requiredSkills: [],
+    preferredSkills: [],
+    hoursPerDay: 8,
+    headcount: 1,
+  };
+}
+
+interface PresetRowProps {
+  preset: StaffingRequirement;
+  onChange: (preset: StaffingRequirement) => void;
+  onDelete: () => void;
+}
+
+function PresetRow({ preset, onChange, onDelete }: PresetRowProps) {
+  function update<K extends keyof StaffingRequirement>(key: K, value: StaffingRequirement[K]) {
+    onChange({ ...preset, [key]: value });
+  }
+
+  return (
+    <div className="border border-gray-200 rounded-lg p-3 bg-white">
+      <div className="flex flex-wrap items-center gap-2">
+        {/* Role */}
+        <input
+          type="text"
+          value={preset.role}
+          onChange={(e) => update("role", e.target.value)}
+          placeholder="Role name"
+          className={`${INPUT_CLS} flex-1 min-w-32`}
+          aria-label="Role name"
+        />
+
+        {/* Required Skills */}
+        <div className="flex flex-col gap-0.5 flex-1 min-w-40">
+          <label className="text-xs text-gray-400">Required skills (comma-sep)</label>
+          <input
+            type="text"
+            value={preset.requiredSkills.join(", ")}
+            onChange={(e) =>
+              update(
+                "requiredSkills",
+                e.target.value
+                  .split(",")
+                  .map((s) => s.trim())
+                  .filter(Boolean),
+              )
+            }
+            placeholder="e.g. 3D Modeling, Lighting"
+            className={INPUT_CLS}
+            aria-label="Required skills"
+          />
+        </div>
+
+        {/* Hours per day */}
+        <div className="flex flex-col gap-0.5 w-24">
+          <label className="text-xs text-gray-400">h/day</label>
+          <input
+            type="number"
+            value={preset.hoursPerDay}
+            min={0}
+            max={24}
+            step={0.5}
+            onChange={(e) => update("hoursPerDay", parseFloat(e.target.value) || 0)}
+            className={INPUT_CLS}
+            aria-label="Hours per day"
+          />
+        </div>
+
+        {/* Headcount */}
+        <div className="flex flex-col gap-0.5 w-20">
+          <label className="text-xs text-gray-400">Count</label>
+          <input
+            type="number"
+            value={preset.headcount}
+            min={1}
+            max={20}
+            onChange={(e) => update("headcount", parseInt(e.target.value, 10) || 1)}
+            className={INPUT_CLS}
+            aria-label="Headcount"
+          />
+        </div>
+
+        {/* Delete */}
+        <button
+          type="button"
+          onClick={onDelete}
+          className={`${BTN_DANGER} self-end mb-0.5`}
+          aria-label="Remove preset"
+        >
+          ×
+        </button>
+      </div>
+
+      {/* Preferred skills (secondary row) */}
+      <div className="mt-2">
+        <label className="text-xs text-gray-400">Preferred skills (optional)</label>
+        <input
+          type="text"
+          value={(preset.preferredSkills ?? []).join(", ")}
+          onChange={(e) =>
+            update(
+              "preferredSkills",
+              e.target.value
+                .split(",")
+                .map((s) => s.trim())
+                .filter(Boolean),
+            )
+          }
+          placeholder="e.g. Compositing, Art Direction"
+          className={`${INPUT_CLS} w-full mt-0.5`}
+          aria-label="Preferred skills"
+        />
+      </div>
+    </div>
+  );
+}
+
+interface RolePresetsEditorProps {
+  initialPresets: StaffingRequirement[];
+  /** Called with the current presets array when the user clicks Save */
+  onSave: (presets: StaffingRequirement[]) => void;
+  isSaving?: boolean;
+  saveError?: string | null;
+}
+
+export function RolePresetsEditor({
+  initialPresets,
+  onSave,
+  isSaving = false,
+  saveError = null,
+}: RolePresetsEditorProps) {
+  const [presets, setPresets] = useState<StaffingRequirement[]>(initialPresets);
+
+  function addPreset() {
+    setPresets((prev) => [...prev, makeEmptyPreset()]);
+  }
+
+  function removePreset(idx: number) {
+    setPresets((prev) => prev.filter((_, i) => i !== idx));
+  }
+
+  function updatePreset(idx: number, updated: StaffingRequirement) {
+    setPresets((prev) => prev.map((p, i) => (i === idx ? updated : p)));
+  }
+
+  return (
+    <div>
+      <div className="space-y-3 max-h-[50vh] overflow-y-auto">
+        {presets.length === 0 && (
+          <p className="text-sm text-gray-400 text-center py-8">
+            No role presets yet. Click &ldquo;+ Add Role&rdquo; to define default staffing.
+          </p>
+        )}
+        {presets.map((preset, idx) => (
+          <PresetRow
+            key={preset.id}
+            preset={preset}
+            onChange={(updated) => updatePreset(idx, updated)}
+            onDelete={() => removePreset(idx)}
+          />
+        ))}
+      </div>
+
+      <div className="mt-3">
+        <button
+          type="button"
+          onClick={addPreset}
+          className="flex items-center gap-1.5 text-sm text-brand-600 hover:text-brand-800 font-medium"
+        >
+          <span className="text-lg leading-none">+</span> Add Role
+        </button>
+      </div>
+
+      {saveError && (
+        <div className="mt-2 px-3 py-2 bg-red-50 border border-red-200 rounded-lg text-sm text-red-700">
+          {saveError}
+        </div>
+      )}
+
+      <div className="flex justify-end mt-4">
+        <button
+          type="button"
+          onClick={() => onSave(presets)}
+          disabled={isSaving}
+          className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+        >
+          {isSaving ? "Saving…" : "Save Presets"}
+        </button>
+      </div>
+    </div>
+  );
+}

apps/web/src/components/dashboard/AddWidgetModal.tsx

@@ -0,0 +1,60 @@
+"use client";
+
+import type { DashboardWidgetType } from "@planarchy/shared/types";
+import { WIDGET_CATALOG } from "./widget-registry.js";
+
+interface AddWidgetModalProps {
+  onAdd: (type: DashboardWidgetType) => void;
+  onClose: () => void;
+}
+
+export function AddWidgetModal({ onAdd, onClose }: AddWidgetModalProps) {
+  return (
+    <div
+      className="fixed inset-0 bg-black/50 z-50 flex items-center justify-center p-4"
+      onClick={(e) => {
+        if (e.target === e.currentTarget) onClose();
+      }}
+    >
+      <div className="bg-white rounded-xl shadow-2xl w-full max-w-2xl max-h-[80vh] flex flex-col">
+        {/* Header */}
+        <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200">
+          <h2 className="text-lg font-semibold text-gray-900">Add Widget</h2>
+          <button
+            type="button"
+            onClick={onClose}
+            className="text-gray-400 hover:text-gray-600 text-2xl leading-none"
+          >
+            ×
+          </button>
+        </div>
+
+        {/* Grid of widgets */}
+        <div className="flex-1 overflow-y-auto p-6">
+          <div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
+            {WIDGET_CATALOG.map((def) => (
+              <button
+                key={def.type}
+                type="button"
+                onClick={() => {
+                  onAdd(def.type);
+                  onClose();
+                }}
+                className="flex items-start gap-4 p-4 border border-gray-200 rounded-xl hover:border-brand-400 hover:bg-brand-50 transition-colors text-left"
+              >
+                <span className="text-3xl shrink-0">{def.icon}</span>
+                <div>
+                  <div className="font-semibold text-gray-900 text-sm">{def.label}</div>
+                  <div className="text-xs text-gray-500 mt-1">{def.description}</div>
+                  <div className="text-xs text-gray-400 mt-1">
+                    Default: {def.defaultSize.w}×{def.defaultSize.h} grid units
+                  </div>
+                </div>
+              </button>
+            ))}
+          </div>
+        </div>
+      </div>
+    </div>
+  );
+}

apps/web/src/components/dashboard/DashboardClient.tsx

@@ -0,0 +1,160 @@
+"use client";
+
+import type { DashboardWidgetConfig, DashboardWidgetType } from "@planarchy/shared/types";
+import dynamic from "next/dynamic";
+import { Suspense, useState, useRef, useEffect } from "react";
+import { useDashboardLayout } from "~/hooks/useDashboardLayout.js";
+import { WidgetContainer } from "./WidgetContainer.js";
+import { AddWidgetModal } from "./AddWidgetModal.js";
+import { getWidget } from "./widget-registry.js";
+
+// Import CSS for react-grid-layout
+import "react-grid-layout/css/styles.css";
+import "react-resizable/css/styles.css";
+
+function WidgetFallback() {
+  return (
+    <div className="animate-pulse h-full w-full flex flex-col gap-3 p-4">
+      <div className="h-3 w-32 bg-gray-200 dark:bg-gray-700 rounded" />
+      <div className="h-3 w-full bg-gray-100 dark:bg-gray-800 rounded" />
+      <div className="h-3 w-4/5 bg-gray-100 dark:bg-gray-800 rounded" />
+      <div className="h-3 w-3/5 bg-gray-100 dark:bg-gray-800 rounded" />
+    </div>
+  );
+}
+
+// Dynamic import — no WidthProvider (uses findDOMNode, broken in React 18 strict mode).
+// We measure container width ourselves via ResizeObserver and pass it as a prop.
+const GridLayout = dynamic(() => import("react-grid-layout").then((m) => m.Responsive), {
+  ssr: false,
+});
+
+function renderWidget(type: DashboardWidgetType, config: DashboardWidgetConfig, onConfigChange: (u: Record<string, unknown>) => void) {
+  const widget = getWidget(type);
+  const Component = widget.component;
+
+  return (
+    <Suspense fallback={<WidgetFallback />}>
+      <Component config={config as Record<string, unknown>} onConfigChange={onConfigChange} />
+    </Suspense>
+  );
+}
+
+export function DashboardClient() {
+  const [addModalOpen, setAddModalOpen] = useState(false);
+  const { config, addWidget, removeWidget, updateWidgetConfig, onLayoutChange, resetLayout } =
+    useDashboardLayout();
+
+  // Measure grid container width so Responsive knows the column size.
+  // We can't use WidthProvider (uses findDOMNode, deprecated in React 18).
+  const containerRef = useRef<HTMLDivElement>(null);
+  const [gridWidth, setGridWidth] = useState(1200);
+  useEffect(() => {
+    const el = containerRef.current;
+    if (!el) return;
+    const ro = new ResizeObserver(([entry]) => {
+      if (entry) setGridWidth(entry.contentRect.width);
+    });
+    ro.observe(el);
+    setGridWidth(el.getBoundingClientRect().width);
+    return () => ro.disconnect();
+  }, []);
+
+  const layouts = {
+    lg: config.widgets.map((w) => ({
+      i: w.id,
+      x: w.x,
+      y: w.y,
+      w: w.w,
+      h: w.h,
+      minW: w.minW ?? 2,
+      minH: w.minH ?? 2,
+    })),
+  };
+
+  return (
+    <div className="p-6">
+      {/* Toolbar */}
+      <div className="mb-6 flex items-center justify-between">
+        <div>
+          <h1 className="text-2xl font-bold text-gray-900">Dashboard</h1>
+          <p className="text-sm text-gray-500 mt-1">Drag to rearrange, resize from corners</p>
+        </div>
+        <div className="flex items-center gap-3">
+          <button
+            type="button"
+            onClick={resetLayout}
+            className="px-3 py-2 text-sm text-gray-500 border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors"
+          >
+            Reset
+          </button>
+          <button
+            type="button"
+            onClick={() => setAddModalOpen(true)}
+            className="flex items-center gap-2 px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium transition-colors"
+          >
+            <svg className="w-4 h-4" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+              <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M12 4v16m8-8H4" />
+            </svg>
+            Add Widget
+          </button>
+        </div>
+      </div>
+
+      {/* Grid */}
+      {config.widgets.length === 0 ? (
+        <div className="flex flex-col items-center justify-center py-24 text-center border-2 border-dashed border-gray-200 rounded-xl">
+          <p className="text-gray-400 text-sm mb-4">No widgets yet. Add your first widget to get started.</p>
+          <button
+            type="button"
+            onClick={() => setAddModalOpen(true)}
+            className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium"
+          >
+            + Add Widget
+          </button>
+        </div>
+      ) : (
+        <div ref={containerRef}>
+          {(() => {
+            // eslint-disable-next-line @typescript-eslint/no-explicit-any
+            const AnyGridLayout = GridLayout as any;
+            return (
+              <AnyGridLayout
+                className="layout"
+                layouts={layouts}
+                width={gridWidth}
+                breakpoints={{ lg: 1200, md: 996, sm: 768, xs: 480, xxs: 0 }}
+                cols={{ lg: 12, md: 10, sm: 6, xs: 4, xxs: 2 }}
+                rowHeight={80}
+                compactType={null}
+                preventCollision={false}
+                onLayoutChange={(_: unknown, allLayouts: Record<string, { i: string; x: number; y: number; w: number; h: number }[]>) => onLayoutChange(allLayouts["lg"] ?? [])}
+                draggableHandle=".widget-drag-handle"
+                margin={[12, 12]}
+              >
+                {config.widgets.map((widget) => (
+                  <div key={widget.id}>
+                    <WidgetContainer
+                      title={widget.title ?? getWidget(widget.type).label}
+                      onRemove={() => removeWidget(widget.id)}
+                    >
+                      {renderWidget(
+                        widget.type,
+                        widget.config,
+                        (update) => updateWidgetConfig(widget.id, update),
+                      )}
+                    </WidgetContainer>
+                  </div>
+                ))}
+              </AnyGridLayout>
+            );
+          })()}
+        </div>
+      )}
+
+      {addModalOpen && (
+        <AddWidgetModal onAdd={addWidget} onClose={() => setAddModalOpen(false)} />
+      )}
+    </div>
+  );
+}

apps/web/src/components/dashboard/WidgetContainer.tsx

@@ -0,0 +1,39 @@
+"use client";
+
+interface WidgetContainerProps {
+  title: string;
+  onRemove: () => void;
+  children: React.ReactNode;
+  isDragging?: boolean;
+}
+
+export function WidgetContainer({ title, onRemove, children, isDragging }: WidgetContainerProps) {
+  return (
+    <div
+      className={`flex flex-col h-full bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden ${
+        isDragging ? "shadow-lg border-brand-300" : ""
+      }`}
+    >
+      {/* Header */}
+      <div className="flex items-center justify-between px-4 py-2.5 border-b border-gray-100 bg-gray-50/50 shrink-0 cursor-grab active:cursor-grabbing widget-drag-handle">
+        <span className="text-sm font-semibold text-gray-700 truncate">{title}</span>
+        <button
+          type="button"
+          onClick={(e) => {
+            e.stopPropagation();
+            onRemove();
+          }}
+          className="ml-2 p-1 text-gray-400 hover:text-gray-700 hover:bg-gray-100 rounded transition-colors shrink-0"
+          title="Remove widget"
+        >
+          <svg className="w-3.5 h-3.5" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+            <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M6 18L18 6M6 6l12 12" />
+          </svg>
+        </button>
+      </div>
+
+      {/* Body */}
+      <div className="flex-1 overflow-auto p-4">{children}</div>
+    </div>
+  );
+}

apps/web/src/components/dashboard/widget-registry.ts

@@ -0,0 +1,60 @@
+import {
+  DASHBOARD_WIDGET_CATALOG,
+  type DashboardWidgetCatalogEntry,
+  type DashboardWidgetType,
+} from "@planarchy/shared/types";
+import { lazy, type ComponentType, type LazyExoticComponent } from "react";
+
+type WidgetUpdate = Record<string, unknown>;
+
+export interface WidgetProps {
+  config: Record<string, unknown>;
+  onConfigChange?: (update: WidgetUpdate) => void;
+}
+
+export type WidgetComponent = LazyExoticComponent<ComponentType<WidgetProps>>;
+
+export interface WidgetDefinition extends DashboardWidgetCatalogEntry {
+  component: WidgetComponent;
+}
+
+export const WIDGET_CATALOG = DASHBOARD_WIDGET_CATALOG;
+
+export const WIDGET_REGISTRY: Record<DashboardWidgetType, WidgetDefinition> = {
+  "stat-cards": {
+    ...DASHBOARD_WIDGET_CATALOG.find((widget) => widget.type === "stat-cards")!,
+    component: lazy(() => import("./widgets/StatCardsWidget.js").then((m) => ({ default: m.StatCardsWidget }))),
+  },
+  "resource-table": {
+    ...DASHBOARD_WIDGET_CATALOG.find((widget) => widget.type === "resource-table")!,
+    component: lazy(() => import("./widgets/ResourceTableWidget.js").then((m) => ({ default: m.ResourceTableWidget }))),
+  },
+  "project-table": {
+    ...DASHBOARD_WIDGET_CATALOG.find((widget) => widget.type === "project-table")!,
+    component: lazy(() => import("./widgets/ProjectTableWidget.js").then((m) => ({ default: m.ProjectTableWidget }))),
+  },
+  "peak-times-chart": {
+    ...DASHBOARD_WIDGET_CATALOG.find((widget) => widget.type === "peak-times-chart")!,
+    component: lazy(() => import("./widgets/PeakTimesWidget.js").then((m) => ({ default: m.PeakTimesWidget }))),
+  },
+  "demand-view": {
+    ...DASHBOARD_WIDGET_CATALOG.find((widget) => widget.type === "demand-view")!,
+    component: lazy(() => import("./widgets/DemandWidget.js").then((m) => ({ default: m.DemandWidget }))),
+  },
+  "top-value-resources": {
+    ...DASHBOARD_WIDGET_CATALOG.find((widget) => widget.type === "top-value-resources")!,
+    component: lazy(() => import("./widgets/TopValueWidget.js").then((m) => ({ default: m.TopValueWidget }))),
+  },
+  "chargeability-overview": {
+    ...DASHBOARD_WIDGET_CATALOG.find((widget) => widget.type === "chargeability-overview")!,
+    component: lazy(() => import("./widgets/ChargeabilityWidget.js").then((m) => ({ default: m.ChargeabilityWidget }))),
+  },
+};
+
+export function getWidget(type: DashboardWidgetType): WidgetDefinition {
+  return WIDGET_REGISTRY[type];
+}
+
+export function getAllWidgets(): WidgetDefinition[] {
+  return Object.values(WIDGET_REGISTRY);
+}

apps/web/src/components/dashboard/widgets/ChargeabilityWidget.tsx

@@ -0,0 +1,224 @@
+"use client";
+
+import { useState } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+import type { WidgetProps } from "~/components/dashboard/widget-registry.js";
+import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
+
+type TopSortKey = "name" | "actual" | "expected";
+type WatchSortKey = "name" | "actual" | "target";
+
+export function ChargeabilityWidget({ config: _config }: WidgetProps) {
+  const config = _config as { topN?: number; watchlistThreshold?: number };
+  const [topSort, setTopSort] = useState<TopSortKey>("actual");
+  const [topDir, setTopDir] = useState<"asc" | "desc">("desc");
+  const [watchSort, setWatchSort] = useState<WatchSortKey>("actual");
+  const [watchDir, setWatchDir] = useState<"asc" | "desc">("asc");
+
+  function toggleTop(key: TopSortKey) {
+    if (topSort === key) setTopDir((d) => (d === "asc" ? "desc" : "asc"));
+    else { setTopSort(key); setTopDir(key === "name" ? "asc" : "desc"); }
+  }
+  function toggleWatch(key: WatchSortKey) {
+    if (watchSort === key) setWatchDir((d) => (d === "asc" ? "desc" : "asc"));
+    else { setWatchSort(key); setWatchDir(key === "name" ? "asc" : "asc"); }
+  }
+
+  const { data, isLoading } = trpc.dashboard.getChargeabilityOverview.useQuery(
+    { topN: config.topN ?? 10, watchlistThreshold: config.watchlistThreshold ?? 15 },
+    { staleTime: 60_000, placeholderData: (prev) => prev },
+  );
+
+  if (isLoading) {
+    return (
+      <div className="animate-pulse flex flex-col gap-3 pt-1">
+        <div className="h-2 w-32 bg-gray-200 dark:bg-gray-700 rounded" />
+        {[...Array(4)].map((_, i) => (
+          <div key={i} className="flex gap-3 px-2 py-1">
+            <div className="h-3 w-4 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-3 flex-1 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-3 w-10 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-3 w-10 bg-gray-200 dark:bg-gray-700 rounded" />
+          </div>
+        ))}
+        <div className="border-t border-gray-100 dark:border-gray-800 mt-1 pt-2">
+          <div className="h-2 w-20 bg-gray-200 dark:bg-gray-700 rounded mb-2" />
+          {[...Array(3)].map((_, i) => (
+            <div key={i} className="flex gap-3 px-2 py-1">
+              <div className="h-3 flex-1 bg-gray-200 dark:bg-gray-700 rounded" />
+              <div className="h-3 w-10 bg-gray-100 dark:bg-gray-800 rounded" />
+              <div className="h-3 w-10 bg-gray-100 dark:bg-gray-800 rounded" />
+            </div>
+          ))}
+        </div>
+      </div>
+    );
+  }
+
+  const rawTop = data?.top ?? [];
+  const rawWatch = data?.watchlist ?? [];
+  const month = data?.month ?? "";
+
+  const top = [...rawTop].sort((a, b) => {
+    const mult = topDir === "asc" ? 1 : -1;
+    switch (topSort) {
+      case "name": return mult * a.displayName.localeCompare(b.displayName);
+      case "actual": return mult * (a.actualChargeability - b.actualChargeability);
+      case "expected": return mult * (a.expectedChargeability - b.expectedChargeability);
+      default: return 0;
+    }
+  });
+
+  const watchlist = [...rawWatch].sort((a, b) => {
+    const mult = watchDir === "asc" ? 1 : -1;
+    switch (watchSort) {
+      case "name": return mult * a.displayName.localeCompare(b.displayName);
+      case "actual": return mult * (a.actualChargeability - b.actualChargeability);
+      case "target": return mult * (a.chargeabilityTarget - b.chargeabilityTarget);
+      default: return 0;
+    }
+  });
+
+  function TopInd({ k }: { k: TopSortKey }) {
+    return topSort === k
+      ? <span className="text-[10px] ml-0.5">{topDir === "asc" ? "▲" : "▼"}</span>
+      : <span className="text-[10px] ml-0.5 text-gray-300">⇅</span>;
+  }
+  function WatchInd({ k }: { k: WatchSortKey }) {
+    return watchSort === k
+      ? <span className="text-[10px] ml-0.5">{watchDir === "asc" ? "▲" : "▼"}</span>
+      : <span className="text-[10px] ml-0.5 text-gray-300">⇅</span>;
+  }
+
+  return (
+    <div className="h-full flex flex-col gap-2 overflow-hidden">
+      {month && (
+        <p className="text-xs text-gray-400 px-1 flex-shrink-0 flex items-center gap-1">
+          Period: {month}
+          <InfoTooltip
+            content="Chargeability is calculated for the current calendar month. Available hours are based on each person's weekly schedule (WeekdayAvailability). Watchlist threshold: 15 percentage points below target."
+            width="w-72"
+          />
+        </p>
+      )}
+
+      {/* Top list */}
+      <section className="flex-1 min-h-0 overflow-auto">
+        <h3 className="text-xs font-semibold text-gray-500 uppercase tracking-wider px-1 mb-1 sticky top-0 bg-white">
+          Top Chargeability
+        </h3>
+        {top.length === 0 ? (
+          <p className="text-xs text-gray-400 px-1">No data available.</p>
+        ) : (
+          <table className="w-full text-xs">
+            <thead>
+              <tr className="text-gray-400 border-b border-gray-100">
+                <th className="px-2 py-1 text-left font-medium w-6">#</th>
+                <th className="px-2 py-1 text-left font-medium">
+                  <button type="button" onClick={() => toggleTop("name")} className="inline-flex items-center hover:text-gray-600 cursor-pointer">
+                    Name<TopInd k="name" />
+                  </button>
+                </th>
+                <th className="px-2 py-1 text-right font-medium">
+                  <span className="inline-flex items-center justify-end">
+                    <button type="button" onClick={() => toggleTop("actual")} className="inline-flex items-center hover:text-gray-600 cursor-pointer">
+                      Actual<TopInd k="actual" />
+                    </button>
+                    <InfoTooltip
+                      content="CONFIRMED + ACTIVE allocations on non-DRAFT projects ÷ available working hours this month × 100."
+                      width="w-72"
+                    />
+                  </span>
+                </th>
+                <th className="px-2 py-1 text-right font-medium">
+                  <span className="inline-flex items-center justify-end">
+                    <button type="button" onClick={() => toggleTop("expected")} className="inline-flex items-center hover:text-gray-600 cursor-pointer">
+                      Expected<TopInd k="expected" />
+                    </button>
+                    <InfoTooltip
+                      content="All non-CANCELLED allocations (including DRAFT projects and PROPOSED status) ÷ available working hours this month × 100."
+                      width="w-72"
+                    />
+                  </span>
+                </th>
+              </tr>
+            </thead>
+            <tbody className="divide-y divide-gray-50">
+              {top.map((r, i) => (
+                <tr key={r.id} className="hover:bg-gray-50">
+                  <td className="px-2 py-1 text-gray-400">{i + 1}</td>
+                  <td className="px-2 py-1 text-gray-800 truncate max-w-[120px]">
+                    <span title={r.displayName}>{r.displayName}</span>
+                    {r.chapter && <span className="text-gray-400 ml-1">· {r.chapter}</span>}
+                  </td>
+                  <td className="px-2 py-1 text-right font-semibold text-green-700">
+                    {r.actualChargeability}%
+                  </td>
+                  <td className="px-2 py-1 text-right text-gray-400">
+                    {r.expectedChargeability}%
+                  </td>
+                </tr>
+              ))}
+            </tbody>
+          </table>
+        )}
+      </section>
+
+      <div className="border-t border-gray-100 flex-shrink-0" />
+
+      {/* Watchlist */}
+      <section className="flex-1 min-h-0 overflow-auto">
+        <h3 className="text-xs font-semibold text-gray-500 uppercase tracking-wider px-1 mb-1 sticky top-0 bg-white">
+          Watchlist <span className="font-normal text-gray-400">(below target)</span>
+        </h3>
+        {watchlist.length === 0 ? (
+          <p className="text-xs text-gray-400 px-1">All resources at or near target.</p>
+        ) : (
+          <table className="w-full text-xs">
+            <thead>
+              <tr className="text-gray-400 border-b border-gray-100">
+                <th className="px-2 py-1 text-left font-medium">
+                  <button type="button" onClick={() => toggleWatch("name")} className="inline-flex items-center hover:text-gray-600 cursor-pointer">
+                    Name<WatchInd k="name" />
+                  </button>
+                </th>
+                <th className="px-2 py-1 text-right font-medium">
+                  <span className="inline-flex items-center justify-end">
+                    <button type="button" onClick={() => toggleWatch("actual")} className="inline-flex items-center hover:text-gray-600 cursor-pointer">
+                      Actual<WatchInd k="actual" />
+                    </button>
+                    <InfoTooltip content="Actual chargeability this month: CONFIRMED + ACTIVE allocations on non-DRAFT projects ÷ available hours." />
+                  </span>
+                </th>
+                <th className="px-2 py-1 text-right font-medium">
+                  <span className="inline-flex items-center justify-end">
+                    <button type="button" onClick={() => toggleWatch("target")} className="inline-flex items-center hover:text-gray-600 cursor-pointer">
+                      Target<WatchInd k="target" />
+                    </button>
+                    <InfoTooltip content="Chargeability target set by management. Watchlist shows resources more than 15 percentage points below their target." />
+                  </span>
+                </th>
+              </tr>
+            </thead>
+            <tbody className="divide-y divide-gray-50">
+              {watchlist.map((r) => (
+                <tr key={r.id} className="hover:bg-gray-50">
+                  <td className="px-2 py-1 text-gray-800 truncate max-w-[140px]">
+                    <span title={r.displayName}>{r.displayName}</span>
+                    {r.chapter && <span className="text-gray-400 ml-1">· {r.chapter}</span>}
+                  </td>
+                  <td className="px-2 py-1 text-right font-semibold text-red-600">
+                    {r.actualChargeability}%
+                  </td>
+                  <td className="px-2 py-1 text-right text-gray-400">
+                    {r.chargeabilityTarget}%
+                  </td>
+                </tr>
+              ))}
+            </tbody>
+          </table>
+        )}
+      </section>
+    </div>
+  );
+}

apps/web/src/components/dashboard/widgets/DemandWidget.tsx

@@ -0,0 +1,172 @@
+"use client";
+
+import { useState } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+import type { WidgetProps } from "~/components/dashboard/widget-registry.js";
+import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
+
+type GroupBy = "project" | "person" | "chapter";
+
+export function DemandWidget({ config, onConfigChange }: WidgetProps) {
+  const groupBy = (config.groupBy as GroupBy) || "project";
+
+  type SortKey = "name" | "allocatedHours" | "requiredFTEs" | "resourceCount";
+  const [sortKey, setSortKey] = useState<SortKey>("allocatedHours");
+  const [sortDir, setSortDir] = useState<"asc" | "desc">("desc");
+
+  function toggleSort(key: SortKey) {
+    if (sortKey === key) setSortDir((d) => (d === "asc" ? "desc" : "asc"));
+    else { setSortKey(key); setSortDir(key === "name" ? "asc" : "desc"); }
+  }
+
+  const now = new Date();
+  const startDate = new Date(now.getFullYear(), now.getMonth(), 1).toISOString();
+  const endDate = new Date(now.getFullYear(), now.getMonth() + 3, 0).toISOString();
+
+  const { data, isLoading, isFetching } = trpc.dashboard.getDemand.useQuery(
+    { startDate, endDate, groupBy },
+    { staleTime: 60_000, placeholderData: (prev) => prev },
+  );
+
+  if (isLoading && !data) {
+    return (
+      <div className="animate-pulse flex flex-col gap-3 pt-1">
+        <div className="flex gap-1 border-b border-gray-200 pb-1">
+          <div className="h-6 w-20 bg-gray-200 dark:bg-gray-700 rounded" />
+          <div className="h-6 w-20 bg-gray-200 dark:bg-gray-700 rounded" />
+          <div className="h-6 w-20 bg-gray-200 dark:bg-gray-700 rounded" />
+        </div>
+        {[...Array(6)].map((_, i) => (
+          <div key={i} className="flex gap-3 px-3 py-1.5">
+            <div className="h-3 flex-1 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-3 w-14 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-3 w-14 bg-gray-200 dark:bg-gray-700 rounded" />
+          </div>
+        ))}
+      </div>
+    );
+  }
+
+  const rows = data ?? [];
+
+  const sorted = [...rows].sort((a, b) => {
+    const mult = sortDir === "asc" ? 1 : -1;
+    switch (sortKey) {
+      case "name": return mult * a.name.localeCompare(b.name);
+      case "allocatedHours": return mult * (a.allocatedHours - b.allocatedHours);
+      case "requiredFTEs": return mult * ((a.requiredFTEs as unknown as number ?? 0) - (b.requiredFTEs as unknown as number ?? 0));
+      case "resourceCount": return mult * (a.resourceCount - b.resourceCount);
+      default: return 0;
+    }
+  });
+
+  function Ind({ k }: { k: SortKey }) {
+    return sortKey === k
+      ? <span className="text-[10px] ml-0.5">{sortDir === "asc" ? "▲" : "▼"}</span>
+      : <span className="text-[10px] ml-0.5 text-gray-300">⇅</span>;
+  }
+
+  return (
+    <div className="flex flex-col h-full gap-3">
+      {/* Tab bar */}
+      <div className="flex gap-1 border-b border-gray-200">
+        {(["project", "person", "chapter"] as GroupBy[]).map((g) => (
+          <button
+            key={g}
+            type="button"
+            onClick={() => onConfigChange?.({ groupBy: g })}
+            className={`px-3 py-1.5 text-xs font-medium capitalize transition-colors ${
+              groupBy === g
+                ? "border-b-2 border-brand-600 text-brand-700"
+                : "text-gray-500 hover:text-gray-700"
+            }`}
+          >
+            Per {g === "person" ? "Person" : g === "project" ? "Project" : "Chapter"}
+          </button>
+        ))}
+      </div>
+
+      {/* Table */}
+      <div className={`overflow-auto flex-1 transition-opacity duration-150 ${isFetching ? "opacity-60" : "opacity-100"}`}>
+        <table className="w-full text-xs">
+          <thead className="bg-gray-50 sticky top-0">
+            <tr>
+              <th className="px-3 py-2 text-left font-medium text-gray-500">
+                <button type="button" onClick={() => toggleSort("name")} className="inline-flex items-center hover:text-gray-700 cursor-pointer">
+                  {groupBy === "project" ? "Project" : groupBy === "person" ? "Person" : "Chapter"}
+                  <Ind k="name" />
+                </button>
+              </th>
+              <th className="px-3 py-2 text-right font-medium text-gray-500">
+                <span className="inline-flex items-center justify-end">
+                  <button type="button" onClick={() => toggleSort("allocatedHours")} className="inline-flex items-center hover:text-gray-700 cursor-pointer">
+                    Allocated h<Ind k="allocatedHours" />
+                  </button>
+                  <InfoTooltip
+                    content="Total booked hours from active assignments in the current quarter."
+                    position="bottom"
+                  />
+                </span>
+              </th>
+              {groupBy === "project" && (
+                <th className="px-3 py-2 text-right font-medium text-gray-500">
+                  <span className="inline-flex items-center justify-end">
+                    <button type="button" onClick={() => toggleSort("requiredFTEs")} className="inline-flex items-center hover:text-gray-700 cursor-pointer">
+                      Req. FTEs<Ind k="requiredFTEs" />
+                    </button>
+                    <InfoTooltip
+                      content="Planned demand from demand requirements, with fallback to project staffing requirements for legacy projects. Red = booked hours fall short of the planned demand."
+                      position="bottom"
+                    />
+                  </span>
+                </th>
+              )}
+              <th className="px-3 py-2 text-right font-medium text-gray-500">
+                <span className="inline-flex items-center justify-end">
+                  <button type="button" onClick={() => toggleSort("resourceCount")} className="inline-flex items-center hover:text-gray-700 cursor-pointer">
+                    {groupBy === "person" ? "Projects" : "Resources"}<Ind k="resourceCount" />
+                  </button>
+                  {groupBy === "person" ? (
+                    <InfoTooltip content="Number of distinct projects this person is allocated to in the period." position="bottom" />
+                  ) : (
+                    <InfoTooltip content="Number of distinct resources allocated to this project/chapter in the period." position="bottom" />
+                  )}
+                </span>
+              </th>
+            </tr>
+          </thead>
+          <tbody className="divide-y divide-gray-100">
+            {sorted.map((row) => (
+              <tr key={row.id} className="hover:bg-gray-50">
+                <td className="px-3 py-2 font-medium text-gray-900 max-w-[200px] truncate">
+                  {groupBy === "project" ? (
+                    <span><span className="font-mono text-gray-500 mr-1">{row.shortCode}</span>{row.name}</span>
+                  ) : (
+                    row.name
+                  )}
+                </td>
+                <td className="px-3 py-2 text-right text-gray-700">{row.allocatedHours}h</td>
+                {groupBy === "project" && (
+                  <td className="px-3 py-2 text-right text-gray-700">
+                    {(() => {
+                      const ftes = row.requiredFTEs as unknown as number;
+                      return ftes > 0 ? (
+                        <span className={row.allocatedHours / 8 < ftes * 22 * 3 ? "text-red-600 font-semibold" : "text-green-700"}>
+                          {ftes} FTE
+                        </span>
+                      ) : "—";
+                    })()}
+                  </td>
+                )}
+                <td className="px-3 py-2 text-right text-gray-500">{row.resourceCount}</td>
+              </tr>
+            ))}
+          </tbody>
+        </table>
+        {rows.length === 0 && (
+          <div className="text-center py-8 text-sm text-gray-400">No demand data found.</div>
+        )}
+      </div>
+    </div>
+  );
+}

apps/web/src/components/dashboard/widgets/PeakTimesWidget.tsx

@@ -0,0 +1,138 @@
+"use client";
+
+import { trpc } from "~/lib/trpc/client.js";
+import type { WidgetProps } from "~/components/dashboard/widget-registry.js";
+import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
+import {
+  BarChart,
+  Bar,
+  XAxis,
+  YAxis,
+  CartesianGrid,
+  Tooltip,
+  ReferenceLine,
+  ResponsiveContainer,
+  Legend,
+} from "recharts";
+
+const COLORS = [
+  "#6366f1", "#10b981", "#f59e0b", "#ef4444", "#8b5cf6",
+  "#06b6d4", "#84cc16", "#f97316", "#ec4899", "#14b8a6",
+];
+
+export function PeakTimesWidget({ config, onConfigChange }: WidgetProps) {
+  const granularity = (config.granularity as "week" | "month") || "month";
+  const groupBy = (config.groupBy as "project" | "chapter" | "resource") || "project";
+
+  const now = new Date();
+  const startDate = new Date(now.getFullYear(), now.getMonth() - 2, 1).toISOString();
+  const endDate = new Date(now.getFullYear(), now.getMonth() + 6, 0).toISOString();
+
+  const { data, isLoading } = trpc.dashboard.getPeakTimes.useQuery(
+    { startDate, endDate, granularity, groupBy },
+    { staleTime: 120_000, placeholderData: (prev) => prev },
+  );
+
+  if (isLoading) {
+    return (
+      <div className="animate-pulse flex flex-col gap-3 h-full pt-2">
+        <div className="flex gap-2">
+          <div className="h-7 w-28 bg-gray-200 dark:bg-gray-700 rounded-lg" />
+          <div className="h-7 w-28 bg-gray-200 dark:bg-gray-700 rounded-lg" />
+        </div>
+        <div className="flex items-end gap-1 flex-1 px-2">
+          {[...Array(12)].map((_, i) => (
+            <div
+              key={i}
+              className="flex-1 bg-gray-200 dark:bg-gray-700 rounded-t"
+              style={{ height: `${30 + Math.random() * 50}%` }}
+            />
+          ))}
+        </div>
+      </div>
+    );
+  }
+
+  const periods = data ?? [];
+
+  // Collect all group names
+  const allGroups = new Set<string>();
+  for (const p of periods) {
+    for (const g of p.groups) allGroups.add(g.name);
+  }
+  const groups = [...allGroups].slice(0, 10);
+
+  // Build recharts data
+  const chartData = periods.map((p) => {
+    const row: Record<string, number | string> = { period: p.period, capacity: p.capacityHours };
+    for (const g of p.groups) {
+      row[g.name] = g.hours;
+    }
+    return row;
+  });
+
+  return (
+    <div className="flex flex-col h-full gap-3">
+      {/* Controls + info */}
+      <div className="flex gap-2 items-center">
+        <select
+          value={granularity}
+          onChange={(e) => onConfigChange?.({ granularity: e.target.value })}
+          className="px-2 py-1 text-xs border border-gray-300 rounded-lg bg-white"
+        >
+          <option value="month">Monthly</option>
+          <option value="week">Weekly</option>
+        </select>
+        <select
+          value={groupBy}
+          onChange={(e) => onConfigChange?.({ groupBy: e.target.value })}
+          className="px-2 py-1 text-xs border border-gray-300 rounded-lg bg-white"
+        >
+          <option value="project">By Project</option>
+          <option value="chapter">By Chapter</option>
+          <option value="resource">By Resource</option>
+        </select>
+        <InfoTooltip
+          content={
+            <span>
+              Stacked bars = booked hours per group per period (last 2 months to next 6 months).<br />
+              Red dashed line = total capacity estimate (all active resources × available hours per day × working days).<br />
+              Bars exceeding the capacity line indicate over-allocation risk.
+            </span>
+          }
+          width="w-80"
+          position="bottom"
+        />
+      </div>
+
+      {/* Chart */}
+      <div className="flex-1 min-h-0">
+        {chartData.length === 0 ? (
+          <div className="flex items-center justify-center h-full text-sm text-gray-400">
+            No allocation data in selected period.
+          </div>
+        ) : (
+          <ResponsiveContainer width="100%" height="100%">
+            <BarChart data={chartData} margin={{ top: 4, right: 8, left: -10, bottom: 0 }}>
+              <CartesianGrid strokeDasharray="3 3" stroke="#f1f5f9" />
+              <XAxis dataKey="period" tick={{ fontSize: 10 }} />
+              <YAxis tick={{ fontSize: 10 }} />
+              <Tooltip contentStyle={{ fontSize: 11 }} />
+              <Legend wrapperStyle={{ fontSize: 11 }} />
+              {/* eslint-disable-next-line @typescript-eslint/no-explicit-any */}
+              <ReferenceLine
+                {...({ dataKey: "capacity" } as any)}
+                stroke="#ef4444"
+                strokeDasharray="5 5"
+                label={{ value: "Capacity", fontSize: 10, fill: "#ef4444" }}
+              />
+              {groups.map((g, i) => (
+                <Bar key={g} dataKey={g} stackId="a" fill={COLORS[i % COLORS.length]} />
+              ))}
+            </BarChart>
+          </ResponsiveContainer>
+        )}
+      </div>
+    </div>
+  );
+}

apps/web/src/components/dashboard/widgets/ProjectTableWidget.tsx

@@ -0,0 +1,173 @@
+"use client";
+
+import { useState } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+import type { WidgetProps } from "~/components/dashboard/widget-registry.js";
+import { ProjectStatus } from "@planarchy/shared/types";
+import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
+
+const STATUS_COLORS: Record<string, string> = {
+  DRAFT: "bg-gray-100 text-gray-700",
+  ACTIVE: "bg-green-100 text-green-700",
+  ON_HOLD: "bg-yellow-100 text-yellow-700",
+  COMPLETED: "bg-blue-100 text-blue-700",
+  CANCELLED: "bg-red-100 text-red-700",
+};
+
+export function ProjectTableWidget({ config, onConfigChange }: WidgetProps) {
+  const status = (config.status as ProjectStatus) || undefined;
+  const search = (config.search as string) || "";
+
+  const { data: projects, isLoading } = trpc.project.listWithCosts.useQuery(
+    { status, search: search || undefined },
+    { staleTime: 60_000 },
+  );
+
+  type SortKey = "code" | "name" | "status" | "cost" | "personDays";
+  const [sortKey, setSortKey] = useState<SortKey>("name");
+  const [sortDir, setSortDir] = useState<"asc" | "desc">("asc");
+
+  function toggleSort(key: SortKey) {
+    if (sortKey === key) setSortDir((d) => (d === "asc" ? "desc" : "asc"));
+    else { setSortKey(key); setSortDir("asc"); }
+  }
+
+  if (isLoading) {
+    return (
+      <div className="animate-pulse flex flex-col gap-2 pt-1">
+        {/* header row */}
+        <div className="flex gap-3 px-3 py-2">
+          {[40, 120, 80, 60, 60].map((w, i) => (
+            <div key={i} className="h-2.5 bg-gray-200 dark:bg-gray-700 rounded" style={{ width: w }} />
+          ))}
+        </div>
+        {/* data rows */}
+        {[...Array(6)].map((_, i) => (
+          <div key={i} className="flex gap-3 px-3 py-2 border-t border-gray-100 dark:border-gray-800">
+            <div className="h-3 w-10 bg-gray-200 dark:bg-gray-700 rounded font-mono" />
+            <div className="h-3 flex-1 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-3 w-16 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-3 w-12 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-3 w-10 bg-gray-200 dark:bg-gray-700 rounded" />
+          </div>
+        ))}
+      </div>
+    );
+  }
+
+  interface ProjectRow {
+    id: string;
+    shortCode: string;
+    name: string;
+    status: string;
+    totalCostCents: number;
+    totalPersonDays: number;
+  }
+  const list = ((projects as unknown as { projects: ProjectRow[] } | undefined)?.projects ?? []) as ProjectRow[];
+
+  const sorted = [...list].sort((a, b) => {
+    const mult = sortDir === "asc" ? 1 : -1;
+    switch (sortKey) {
+      case "code": return mult * a.shortCode.localeCompare(b.shortCode);
+      case "name": return mult * a.name.localeCompare(b.name);
+      case "status": return mult * a.status.localeCompare(b.status);
+      case "cost": return mult * (a.totalCostCents - b.totalCostCents);
+      case "personDays": return mult * (a.totalPersonDays - b.totalPersonDays);
+      default: return 0;
+    }
+  });
+
+  return (
+    <div className="flex flex-col h-full gap-3">
+      {/* Filters */}
+      <div className="flex gap-2">
+        <input
+          type="search"
+          placeholder="Search projects..."
+          value={search}
+          onChange={(e) => onConfigChange?.({ search: e.target.value })}
+          className="flex-1 min-w-0 px-2 py-1 text-xs border border-gray-300 rounded-lg"
+        />
+        <select
+          value={status ?? ""}
+          onChange={(e) => onConfigChange?.({ status: e.target.value || undefined })}
+          className="px-2 py-1 text-xs border border-gray-300 rounded-lg bg-white"
+        >
+          <option value="">All Statuses</option>
+          {Object.values(ProjectStatus).map((s) => (
+            <option key={s} value={s}>{s}</option>
+          ))}
+        </select>
+      </div>
+
+      {/* Table */}
+      <div className="overflow-auto flex-1">
+        <table className="w-full text-xs">
+          <thead className="bg-gray-50 sticky top-0">
+            <tr>
+              <th className="px-3 py-2 text-left font-medium text-gray-500">
+                <button type="button" onClick={() => toggleSort("code")} className="inline-flex items-center gap-0.5 hover:text-gray-700 cursor-pointer">
+                  Code
+                  <span className="text-[10px] ml-0.5">{sortKey === "code" ? (sortDir === "asc" ? "▲" : "▼") : <span className="text-gray-300">⇅</span>}</span>
+                </button>
+              </th>
+              <th className="px-3 py-2 text-left font-medium text-gray-500">
+                <button type="button" onClick={() => toggleSort("name")} className="inline-flex items-center gap-0.5 hover:text-gray-700 cursor-pointer">
+                  Name
+                  <span className="text-[10px] ml-0.5">{sortKey === "name" ? (sortDir === "asc" ? "▲" : "▼") : <span className="text-gray-300">⇅</span>}</span>
+                </button>
+              </th>
+              <th className="px-3 py-2 text-left font-medium text-gray-500">
+                <button type="button" onClick={() => toggleSort("status")} className="inline-flex items-center gap-0.5 hover:text-gray-700 cursor-pointer">
+                  Status
+                  <span className="text-[10px] ml-0.5">{sortKey === "status" ? (sortDir === "asc" ? "▲" : "▼") : <span className="text-gray-300">⇅</span>}</span>
+                </button>
+              </th>
+              <th className="px-3 py-2 text-right font-medium text-gray-500">
+                <span className="inline-flex items-center justify-end">
+                  <button type="button" onClick={() => toggleSort("cost")} className="inline-flex items-center gap-0.5 hover:text-gray-700 cursor-pointer">
+                    Cost
+                    <span className="text-[10px] ml-0.5">{sortKey === "cost" ? (sortDir === "asc" ? "▲" : "▼") : <span className="text-gray-300">⇅</span>}</span>
+                  </button>
+                  <InfoTooltip
+                    content="Sum of (resource LCR × hours per day × working days) across all non-cancelled allocations on this project."
+                    width="w-72"
+                  />
+                </span>
+              </th>
+              <th className="px-3 py-2 text-right font-medium text-gray-500">
+                <span className="inline-flex items-center justify-end">
+                  <button type="button" onClick={() => toggleSort("personDays")} className="inline-flex items-center gap-0.5 hover:text-gray-700 cursor-pointer">
+                    Person Days
+                    <span className="text-[10px] ml-0.5">{sortKey === "personDays" ? (sortDir === "asc" ? "▲" : "▼") : <span className="text-gray-300">⇅</span>}</span>
+                  </button>
+                  <InfoTooltip content="Total working days allocated across all non-cancelled allocations (sum of allocation durations in working days)." />
+                </span>
+              </th>
+            </tr>
+          </thead>
+          <tbody className="divide-y divide-gray-100">
+            {sorted.map((p) => (
+              <tr key={p.id} className="hover:bg-gray-50">
+                <td className="px-3 py-2 font-mono text-gray-600">{p.shortCode}</td>
+                <td className="px-3 py-2 font-medium text-gray-900 max-w-[180px] truncate">{p.name}</td>
+                <td className="px-3 py-2">
+                  <span className={`inline-block px-1.5 py-0.5 rounded-full text-xs ${STATUS_COLORS[p.status] ?? ""}`}>
+                    {p.status}
+                  </span>
+                </td>
+                <td className="px-3 py-2 text-right text-gray-700">
+                  {(p.totalCostCents / 100).toLocaleString("de-DE", { maximumFractionDigits: 0 })} €
+                </td>
+                <td className="px-3 py-2 text-right text-gray-700">{p.totalPersonDays}d</td>
+              </tr>
+            ))}
+          </tbody>
+        </table>
+        {list.length === 0 && (
+          <div className="text-center py-8 text-sm text-gray-400">No projects found.</div>
+        )}
+      </div>
+    </div>
+  );
+}

apps/web/src/components/dashboard/widgets/ResourceTableWidget.tsx

@@ -0,0 +1,182 @@
+"use client";
+
+import { useState } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+import type { WidgetProps } from "~/components/dashboard/widget-registry.js";
+import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
+
+interface ResourceRow {
+  id: string;
+  eid: string;
+  displayName: string;
+  chapter: string | null;
+  chargeabilityTarget: number;
+  bookingCount: number;
+  utilizationPercent: number;
+  isOverbooked: boolean;
+}
+
+export function ResourceTableWidget({ config, onConfigChange }: WidgetProps) {
+  const chapter = (config.chapter as string) || "";
+
+  const now = new Date();
+  const startDate = new Date(now.getFullYear(), now.getMonth(), 1).toISOString();
+  const endDate = new Date(now.getFullYear(), now.getMonth() + 3, 0).toISOString();
+
+  const { data: resources, isLoading } = trpc.resource.listWithUtilization.useQuery(
+    { chapter: chapter || undefined, startDate, endDate },
+    { staleTime: 60_000 },
+  );
+
+  const { data: chapterData } = trpc.resource.chapters.useQuery(undefined, { staleTime: 120_000 });
+  const chapters = chapterData ?? [];
+
+  type SortKey = "eid" | "name" | "chapter" | "bookings" | "utilization" | "target";
+  const [sortKey, setSortKey] = useState<SortKey>("name");
+  const [sortDir, setSortDir] = useState<"asc" | "desc">("asc");
+
+  function toggleSort(key: SortKey) {
+    if (sortKey === key) setSortDir((d) => (d === "asc" ? "desc" : "asc"));
+    else { setSortKey(key); setSortDir("asc"); }
+  }
+
+  if (isLoading) {
+    return (
+      <div className="animate-pulse flex flex-col gap-2 pt-1">
+        {/* header row */}
+        <div className="flex gap-3 px-3 py-2">
+          {[40, 120, 80, 60, 60].map((w, i) => (
+            <div key={i} className="h-2.5 bg-gray-200 dark:bg-gray-700 rounded" style={{ width: w }} />
+          ))}
+        </div>
+        {/* data rows */}
+        {[...Array(6)].map((_, i) => (
+          <div key={i} className="flex gap-3 px-3 py-2 border-t border-gray-100 dark:border-gray-800">
+            <div className="h-3 w-10 bg-gray-200 dark:bg-gray-700 rounded font-mono" />
+            <div className="h-3 flex-1 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-3 w-16 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-3 w-12 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-3 w-10 bg-gray-200 dark:bg-gray-700 rounded" />
+          </div>
+        ))}
+      </div>
+    );
+  }
+
+  const list = (resources ?? []) as unknown as ResourceRow[];
+
+  const sorted = [...list].sort((a, b) => {
+    const mult = sortDir === "asc" ? 1 : -1;
+    switch (sortKey) {
+      case "eid": return mult * a.eid.localeCompare(b.eid);
+      case "name": return mult * a.displayName.localeCompare(b.displayName);
+      case "chapter": return mult * (a.chapter ?? "").localeCompare(b.chapter ?? "");
+      case "bookings": return mult * (a.bookingCount - b.bookingCount);
+      case "utilization": return mult * (a.utilizationPercent - b.utilizationPercent);
+      case "target": return mult * (a.chargeabilityTarget - b.chargeabilityTarget);
+      default: return 0;
+    }
+  });
+
+  return (
+    <div className="flex flex-col h-full gap-3">
+      {/* Filter */}
+      {chapters.length > 0 && (
+        <select
+          value={chapter}
+          onChange={(e) => onConfigChange?.({ chapter: e.target.value })}
+          className="w-40 px-2 py-1 text-xs border border-gray-300 rounded-lg bg-white"
+        >
+          <option value="">All Chapters</option>
+          {chapters.map((c) => <option key={c} value={c}>{c}</option>)}
+        </select>
+      )}
+
+      {/* Table */}
+      <div className="overflow-auto flex-1">
+        <table className="w-full text-xs">
+          <thead className="bg-gray-50 sticky top-0">
+            <tr>
+              <th className="px-3 py-2 text-left font-medium text-gray-500">
+                <span className="inline-flex items-center">
+                  <button type="button" onClick={() => toggleSort("eid")} className="inline-flex items-center gap-0.5 hover:text-gray-700 cursor-pointer">
+                    EID
+                    <span className="text-[10px] ml-0.5">{sortKey === "eid" ? (sortDir === "asc" ? "▲" : "▼") : <span className="text-gray-300">⇅</span>}</span>
+                  </button>
+                  <InfoTooltip content="Employee ID — unique identifier for each resource." />
+                </span>
+              </th>
+              <th className="px-3 py-2 text-left font-medium text-gray-500">
+                <button type="button" onClick={() => toggleSort("name")} className="inline-flex items-center gap-0.5 hover:text-gray-700 cursor-pointer">
+                  Name
+                  <span className="text-[10px] ml-0.5">{sortKey === "name" ? (sortDir === "asc" ? "▲" : "▼") : <span className="text-gray-300">⇅</span>}</span>
+                </button>
+              </th>
+              <th className="px-3 py-2 text-left font-medium text-gray-500">
+                <button type="button" onClick={() => toggleSort("chapter")} className="inline-flex items-center gap-0.5 hover:text-gray-700 cursor-pointer">
+                  Chapter
+                  <span className="text-[10px] ml-0.5">{sortKey === "chapter" ? (sortDir === "asc" ? "▲" : "▼") : <span className="text-gray-300">⇅</span>}</span>
+                </button>
+              </th>
+              <th className="px-3 py-2 text-right font-medium text-gray-500">
+                <span className="inline-flex items-center justify-end">
+                  <button type="button" onClick={() => toggleSort("bookings")} className="inline-flex items-center gap-0.5 hover:text-gray-700 cursor-pointer">
+                    Bookings
+                    <span className="text-[10px] ml-0.5">{sortKey === "bookings" ? (sortDir === "asc" ? "▲" : "▼") : <span className="text-gray-300">⇅</span>}</span>
+                  </button>
+                  <InfoTooltip content="Number of non-cancelled allocations in the period (current month + next 3 months)." />
+                </span>
+              </th>
+              <th className="px-3 py-2 text-right font-medium text-gray-500">
+                <span className="inline-flex items-center justify-end">
+                  <button type="button" onClick={() => toggleSort("utilization")} className="inline-flex items-center gap-0.5 hover:text-gray-700 cursor-pointer">
+                    Utilization
+                    <span className="text-[10px] ml-0.5">{sortKey === "utilization" ? (sortDir === "asc" ? "▲" : "▼") : <span className="text-gray-300">⇅</span>}</span>
+                  </button>
+                  <InfoTooltip
+                    content={
+                      <span>
+                        Booked hours ÷ available hours × 100 for the period.<br />
+                        Available hours = working days × hours from personal schedule.<br />
+                        <span className="text-orange-300">Orange</span> = &gt;85% · <span className="text-red-300">Red</span> = &gt;100%
+                      </span>
+                    }
+                    width="w-72"
+                  />
+                </span>
+              </th>
+              <th className="px-3 py-2 text-right font-medium text-gray-500">
+                <span className="inline-flex items-center justify-end">
+                  <button type="button" onClick={() => toggleSort("target")} className="inline-flex items-center gap-0.5 hover:text-gray-700 cursor-pointer">
+                    Target
+                    <span className="text-[10px] ml-0.5">{sortKey === "target" ? (sortDir === "asc" ? "▲" : "▼") : <span className="text-gray-300">⇅</span>}</span>
+                  </button>
+                  <InfoTooltip content="Chargeability target set by management per resource. Not a computed value." />
+                </span>
+              </th>
+            </tr>
+          </thead>
+          <tbody className="divide-y divide-gray-100">
+            {sorted.map((r) => (
+              <tr key={r.id} className={`hover:bg-gray-50 ${r.isOverbooked ? "bg-amber-50" : ""}`}>
+                <td className="px-3 py-2 font-mono text-gray-600">{r.eid}</td>
+                <td className="px-3 py-2 font-medium text-gray-900">{r.displayName}</td>
+                <td className="px-3 py-2 text-gray-500">{r.chapter ?? "—"}</td>
+                <td className="px-3 py-2 text-right text-gray-700">{r.bookingCount}</td>
+                <td className="px-3 py-2 text-right">
+                  <span className={`font-semibold ${r.utilizationPercent > 100 ? "text-red-600" : r.utilizationPercent > 85 ? "text-orange-600" : "text-green-700"}`}>
+                    {r.utilizationPercent}%
+                  </span>
+                </td>
+                <td className="px-3 py-2 text-right text-gray-500">{r.chargeabilityTarget}%</td>
+              </tr>
+            ))}
+          </tbody>
+        </table>
+        {list.length === 0 && (
+          <div className="text-center py-8 text-sm text-gray-400">No resources found.</div>
+        )}
+      </div>
+    </div>
+  );
+}

apps/web/src/components/dashboard/widgets/StatCardsWidget.tsx

@@ -0,0 +1,73 @@
+"use client";
+
+import { trpc } from "~/lib/trpc/client.js";
+import type { WidgetProps } from "~/components/dashboard/widget-registry.js";
+import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
+
+function formatMoney(cents: number): string {
+  return (cents / 100).toLocaleString("de-DE") + " EUR";
+}
+
+function StatCard({ label, value, sub, info }: { label: string; value: string | number; sub?: string; info?: React.ReactNode }) {
+  return (
+    <div className="flex flex-col gap-1">
+      <span className="text-xs font-medium text-gray-500 flex items-center">
+        {label}
+        {info && <InfoTooltip content={info} />}
+      </span>
+      <span className="text-2xl font-bold text-gray-900">{value}</span>
+      {sub && <span className="text-xs text-gray-400">{sub}</span>}
+    </div>
+  );
+}
+
+// eslint-disable-next-line @typescript-eslint/no-unused-vars
+export function StatCardsWidget(_props: Partial<WidgetProps> = {}) {
+  const { data, isLoading } = trpc.dashboard.getOverview.useQuery(undefined, {
+    staleTime: 60_000,
+    placeholderData: (prev) => prev,
+  });
+
+  if (isLoading || !data) {
+    return (
+      <div className="grid grid-cols-2 gap-3 h-full animate-pulse">
+        {[...Array(4)].map((_, i) => (
+          <div key={i} className="rounded-xl bg-gray-100 dark:bg-gray-800 p-4 flex flex-col gap-2">
+            <div className="h-3 w-20 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-7 w-16 bg-gray-300 dark:bg-gray-600 rounded" />
+            <div className="h-2 w-24 bg-gray-200 dark:bg-gray-700 rounded" />
+          </div>
+        ))}
+      </div>
+    );
+  }
+
+  return (
+    <div className="grid grid-cols-2 lg:grid-cols-4 gap-4 h-full content-start">
+      <StatCard
+        label="Total Resources"
+        value={data.totalResources}
+        sub={`${data.activeResources} active`}
+        info="All resources in the system. Sub-line shows active resources only."
+      />
+      <StatCard
+        label="Active Projects"
+        value={data.activeProjects}
+        sub={`${data.totalProjects} total`}
+        info="Projects with status ACTIVE. Total includes all statuses (DRAFT, ON_HOLD, COMPLETED, CANCELLED)."
+      />
+      <StatCard
+        label="Total Allocations"
+        value={data.totalAllocations}
+        sub={`${data.activeAllocations} not cancelled`}
+        info="All allocation records ever created. 'Not cancelled' excludes allocations with status CANCELLED."
+      />
+      <StatCard
+        label="Budget Utilization"
+        value={`${data.budgetSummary.avgUtilizationPercent}%`}
+        sub={`${formatMoney(data.budgetSummary.totalCostCents)} of ${formatMoney(data.budgetSummary.totalBudgetCents)}`}
+        info="Sum of costs across non-cancelled allocations divided by total project budgets. Cost = resource LCR × booked hours."
+      />
+    </div>
+  );
+}

apps/web/src/components/dashboard/widgets/TopValueWidget.tsx

@@ -0,0 +1,147 @@
+"use client";
+
+import { useState } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+import type { WidgetProps } from "~/components/dashboard/widget-registry.js";
+import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
+
+type SortKey = "eid" | "name" | "chapter" | "score" | "lcr";
+
+export function TopValueWidget({ config }: WidgetProps) {
+  const limit = (config.limit as number) || 10;
+
+  const [sortKey, setSortKey] = useState<SortKey>("score");
+  const [sortDir, setSortDir] = useState<"asc" | "desc">("desc");
+
+  function toggleSort(key: SortKey) {
+    if (sortKey === key) setSortDir((d) => (d === "asc" ? "desc" : "asc"));
+    else { setSortKey(key); setSortDir(key === "score" ? "desc" : "asc"); }
+  }
+
+  const { data, isLoading } = trpc.dashboard.getTopValueResources.useQuery(
+    { limit },
+    { staleTime: 60_000, placeholderData: (prev) => prev },
+  );
+
+  if (isLoading) {
+    return (
+      <div className="animate-pulse flex flex-col gap-1 pt-1">
+        {[...Array(8)].map((_, i) => (
+          <div key={i} className="flex items-center gap-3 px-3 py-2">
+            <div className="h-3 w-4 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-3 w-10 bg-gray-200 dark:bg-gray-700 rounded font-mono" />
+            <div className="h-3 flex-1 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-3 w-16 bg-gray-200 dark:bg-gray-700 rounded" />
+            <div className="h-5 w-10 bg-gray-200 dark:bg-gray-700 rounded-full" />
+            <div className="h-3 w-12 bg-gray-200 dark:bg-gray-700 rounded" />
+          </div>
+        ))}
+      </div>
+    );
+  }
+
+  const list = data ?? [];
+
+  if (list.length === 0) {
+    return (
+      <div className="flex flex-col items-center justify-center h-full text-center py-8 text-gray-400 text-sm">
+        <p>No scores computed yet or you lack access.</p>
+        <p className="text-xs mt-1">Admins can recompute scores in Settings.</p>
+      </div>
+    );
+  }
+
+  const sorted = [...list].sort((a, b) => {
+    const mult = sortDir === "asc" ? 1 : -1;
+    switch (sortKey) {
+      case "eid": return mult * a.eid.localeCompare(b.eid);
+      case "name": return mult * a.displayName.localeCompare(b.displayName);
+      case "chapter": return mult * (a.chapter ?? "").localeCompare(b.chapter ?? "");
+      case "score": return mult * ((a.valueScore ?? 0) - (b.valueScore ?? 0));
+      case "lcr": return mult * (a.lcrCents - b.lcrCents);
+      default: return 0;
+    }
+  });
+
+  function Ind({ k }: { k: SortKey }) {
+    return sortKey === k
+      ? <span className="text-[10px] ml-0.5">{sortDir === "asc" ? "▲" : "▼"}</span>
+      : <span className="text-[10px] ml-0.5 text-gray-300">⇅</span>;
+  }
+
+  return (
+    <div className="overflow-auto h-full">
+      <table className="w-full text-xs">
+        <thead className="bg-gray-50 sticky top-0">
+          <tr>
+            <th className="px-3 py-2 text-left font-medium text-gray-500 w-8">#</th>
+            <th className="px-3 py-2 text-left font-medium text-gray-500">
+              <button type="button" onClick={() => toggleSort("eid")} className="inline-flex items-center hover:text-gray-700 cursor-pointer">
+                EID<Ind k="eid" />
+              </button>
+            </th>
+            <th className="px-3 py-2 text-left font-medium text-gray-500">
+              <button type="button" onClick={() => toggleSort("name")} className="inline-flex items-center hover:text-gray-700 cursor-pointer">
+                Name<Ind k="name" />
+              </button>
+            </th>
+            <th className="px-3 py-2 text-left font-medium text-gray-500">
+              <button type="button" onClick={() => toggleSort("chapter")} className="inline-flex items-center hover:text-gray-700 cursor-pointer">
+                Chapter<Ind k="chapter" />
+              </button>
+            </th>
+            <th className="px-3 py-2 text-right font-medium text-gray-500">
+              <span className="inline-flex items-center justify-end">
+                <button type="button" onClick={() => toggleSort("score")} className="inline-flex items-center hover:text-gray-700 cursor-pointer">
+                  Score<Ind k="score" />
+                </button>
+                <InfoTooltip
+                  content={
+                    <span>
+                      Composite price/quality score 0–100.<br />
+                      Weights: Skill Depth 30% · Cost Efficiency 25% · Skill Breadth 15% · Chargeability 15% · Experience 15%.<br />
+                      Recompute in Admin → Settings.
+                    </span>
+                  }
+                  width="w-72"
+                />
+              </span>
+            </th>
+            <th className="px-3 py-2 text-right font-medium text-gray-500">
+              <span className="inline-flex items-center justify-end">
+                <button type="button" onClick={() => toggleSort("lcr")} className="inline-flex items-center hover:text-gray-700 cursor-pointer">
+                  LCR (€)<Ind k="lcr" />
+                </button>
+                <InfoTooltip content="Labour Cost Rate — hourly cost in EUR. Lower LCR = better cost efficiency score." />
+              </span>
+            </th>
+          </tr>
+        </thead>
+        <tbody className="divide-y divide-gray-100">
+          {sorted.map((r, i) => (
+            <tr key={r.id} className="hover:bg-gray-50">
+              <td className="px-3 py-2 text-gray-400 font-medium">{i + 1}</td>
+              <td className="px-3 py-2 font-mono text-gray-600">{r.eid}</td>
+              <td className="px-3 py-2 font-medium text-gray-900">{r.displayName}</td>
+              <td className="px-3 py-2 text-gray-500">{r.chapter ?? "—"}</td>
+              <td className="px-3 py-2 text-right">
+                <span
+                  className={`inline-block px-2 py-0.5 rounded-full font-semibold ${
+                    (r.valueScore ?? 0) >= 70
+                      ? "bg-green-100 text-green-700"
+                      : (r.valueScore ?? 0) >= 40
+                      ? "bg-amber-100 text-amber-700"
+                      : "bg-red-100 text-red-700"
+                  }`}
+                >
+                  {r.valueScore ?? "—"}
+                </span>
+              </td>
+              <td className="px-3 py-2 text-right text-gray-700">{(r.lcrCents / 100).toFixed(0)}</td>
+            </tr>
+          ))}
+        </tbody>
+      </table>
+    </div>
+  );
+}

apps/web/src/components/dynamic-fields/DynamicFieldEditor.tsx

@@ -0,0 +1,316 @@
+"use client";
+
+import { clsx } from "clsx";
+import { DateInput } from "~/components/ui/DateInput.js";
+import { FieldType } from "@planarchy/shared";
+import type { BlueprintFieldDefinition } from "@planarchy/shared";
+
+interface Props {
+  fieldDefs: BlueprintFieldDefinition[];
+  values: Record<string, unknown>;
+  onChange: (key: string, value: unknown) => void;
+  errors?: Record<string, string>;
+  className?: string;
+}
+
+const INPUT_BASE =
+  "w-full px-3 py-2 border rounded-lg text-sm focus:outline-none focus:ring-2 focus:ring-brand-500 transition-colors";
+
+const INPUT_NORMAL = "border-gray-300 bg-white text-gray-900";
+const INPUT_ERROR = "border-red-400 bg-red-50 text-gray-900";
+
+function inputClass(hasError: boolean) {
+  return clsx(INPUT_BASE, hasError ? INPUT_ERROR : INPUT_NORMAL);
+}
+
+interface FieldInputProps {
+  fieldDef: BlueprintFieldDefinition;
+  value: unknown;
+  onChange: (key: string, value: unknown) => void;
+  hasError: boolean;
+}
+
+function FieldInput({ fieldDef, value, onChange, hasError }: FieldInputProps) {
+  const { key, type, placeholder, validation, options } = fieldDef;
+
+  switch (type) {
+    case FieldType.TEXT:
+      return (
+        <input
+          type="text"
+          id={key}
+          value={typeof value === "string" ? value : (value ?? "") as string}
+          placeholder={placeholder}
+          maxLength={validation?.maxLength}
+          minLength={validation?.minLength}
+          onChange={(e) => onChange(key, e.target.value)}
+          className={inputClass(hasError)}
+        />
+      );
+
+    case FieldType.TEXTAREA:
+      return (
+        <textarea
+          id={key}
+          value={typeof value === "string" ? value : (value ?? "") as string}
+          placeholder={placeholder}
+          maxLength={validation?.maxLength}
+          onChange={(e) => onChange(key, e.target.value)}
+          className={clsx(inputClass(hasError), "resize-y min-h-[80px]")}
+          rows={3}
+        />
+      );
+
+    case FieldType.NUMBER:
+      return (
+        <input
+          type="number"
+          id={key}
+          value={value !== undefined && value !== null && value !== "" ? Number(value) : ""}
+          placeholder={placeholder}
+          min={validation?.min}
+          max={validation?.max}
+          onChange={(e) =>
+            onChange(key, e.target.value === "" ? "" : Number(e.target.value))
+          }
+          className={inputClass(hasError)}
+        />
+      );
+
+    case FieldType.BOOLEAN: {
+      const checked = value === true || value === "true" || value === 1;
+      return (
+        <label className="inline-flex items-center gap-2 cursor-pointer">
+          <input
+            type="checkbox"
+            id={key}
+            checked={checked}
+            onChange={(e) => onChange(key, e.target.checked)}
+            className="w-4 h-4 rounded border-gray-300 text-brand-600 focus:ring-brand-500"
+          />
+          <span className="text-sm text-gray-700">
+            {checked ? "Yes" : "No"}
+          </span>
+        </label>
+      );
+    }
+
+    case FieldType.DATE:
+      return (
+        <DateInput
+          id={key}
+          value={typeof value === "string" ? value : (value ?? "") as string}
+          onChange={(v) => onChange(key, v)}
+          className={inputClass(hasError)}
+        />
+      );
+
+    case FieldType.SELECT:
+      return (
+        <select
+          id={key}
+          value={typeof value === "string" ? value : (value ?? "") as string}
+          onChange={(e) => onChange(key, e.target.value)}
+          className={inputClass(hasError)}
+        >
+          <option value="">{placeholder ?? "Select…"}</option>
+          {(options ?? []).map((opt) => (
+            <option key={opt.value} value={opt.value}>
+              {opt.label}
+            </option>
+          ))}
+        </select>
+      );
+
+    case FieldType.MULTI_SELECT: {
+      const selectedVals = Array.isArray(value) ? value.map(String) : [];
+      return (
+        <div className="space-y-1.5">
+          {(options ?? []).map((opt) => {
+            const checked = selectedVals.includes(opt.value);
+            return (
+              <label key={opt.value} className="inline-flex items-center gap-2 cursor-pointer mr-4">
+                <input
+                  type="checkbox"
+                  value={opt.value}
+                  checked={checked}
+                  onChange={(e) => {
+                    const next = e.target.checked
+                      ? [...selectedVals, opt.value]
+                      : selectedVals.filter((v) => v !== opt.value);
+                    onChange(key, next);
+                  }}
+                  className="w-4 h-4 rounded border-gray-300 text-brand-600 focus:ring-brand-500"
+                />
+                <span className="text-sm text-gray-700">{opt.label}</span>
+              </label>
+            );
+          })}
+        </div>
+      );
+    }
+
+    case FieldType.URL:
+      return (
+        <input
+          type="url"
+          id={key}
+          value={typeof value === "string" ? value : (value ?? "") as string}
+          placeholder={placeholder ?? "https://"}
+          onChange={(e) => onChange(key, e.target.value)}
+          className={inputClass(hasError)}
+        />
+      );
+
+    case FieldType.EMAIL:
+      return (
+        <input
+          type="email"
+          id={key}
+          value={typeof value === "string" ? value : (value ?? "") as string}
+          placeholder={placeholder ?? "email@example.com"}
+          onChange={(e) => onChange(key, e.target.value)}
+          className={inputClass(hasError)}
+        />
+      );
+
+    default:
+      return (
+        <input
+          type="text"
+          id={key}
+          value={typeof value === "string" ? value : (value ?? "") as string}
+          placeholder={placeholder}
+          onChange={(e) => onChange(key, e.target.value)}
+          className={inputClass(hasError)}
+        />
+      );
+  }
+}
+
+interface FieldWrapperProps {
+  fieldDef: BlueprintFieldDefinition;
+  value: unknown;
+  onChange: (key: string, value: unknown) => void;
+  error?: string;
+}
+
+function FieldWrapper({ fieldDef, value, onChange, error }: FieldWrapperProps) {
+  const hasError = Boolean(error);
+  return (
+    <div className="flex flex-col gap-1">
+      <label
+        htmlFor={fieldDef.key}
+        className="text-sm font-medium text-gray-700"
+      >
+        {fieldDef.label}
+        {fieldDef.required && (
+          <span className="ml-0.5 text-red-500" aria-hidden="true">
+            *
+          </span>
+        )}
+      </label>
+
+      <FieldInput
+        fieldDef={fieldDef}
+        value={value}
+        onChange={onChange}
+        hasError={hasError}
+      />
+
+      {fieldDef.description && !error && (
+        <p className="text-xs text-gray-400">{fieldDef.description}</p>
+      )}
+
+      {error && (
+        <p className="text-xs text-red-600" role="alert">
+          {error}
+        </p>
+      )}
+    </div>
+  );
+}
+
+function FieldGroup({
+  group,
+  fields,
+  values,
+  onChange,
+  errors,
+}: {
+  group: string;
+  fields: BlueprintFieldDefinition[];
+  values: Record<string, unknown>;
+  onChange: (key: string, value: unknown) => void;
+  errors?: Record<string, string>;
+}) {
+  return (
+    <fieldset className="space-y-4 border border-gray-200 rounded-lg p-4">
+      <legend className="text-sm font-semibold text-gray-700 px-1">{group}</legend>
+      <div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
+        {fields.map((field) => (
+          <FieldWrapper
+            key={field.id}
+            fieldDef={field}
+            value={values[field.key]}
+            onChange={onChange}
+            {...(errors?.[field.key] !== undefined ? { error: errors[field.key] } : {})}
+          />
+        ))}
+      </div>
+    </fieldset>
+  );
+}
+
+export function DynamicFieldEditor({
+  fieldDefs,
+  values,
+  onChange,
+  errors,
+  className,
+}: Props) {
+  const sorted = [...fieldDefs].sort((a, b) => a.order - b.order);
+
+  const ungrouped = sorted.filter((f) => !f.group);
+  const groupMap = new Map<string, BlueprintFieldDefinition[]>();
+
+  for (const field of sorted) {
+    if (!field.group) continue;
+    const existing = groupMap.get(field.group) ?? [];
+    existing.push(field);
+    groupMap.set(field.group, existing);
+  }
+
+  if (sorted.length === 0) {
+    return null;
+  }
+
+  return (
+    <div className={clsx("space-y-6", className)}>
+      {ungrouped.length > 0 && (
+        <div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
+          {ungrouped.map((field) => (
+            <FieldWrapper
+              key={field.id}
+              fieldDef={field}
+              value={values[field.key]}
+              onChange={onChange}
+              {...(errors?.[field.key] !== undefined ? { error: errors[field.key] } : {})}
+            />
+          ))}
+        </div>
+      )}
+
+      {[...groupMap.entries()].map(([group, fields]) => (
+        <FieldGroup
+          key={group}
+          group={group}
+          fields={fields}
+          values={values}
+          onChange={onChange}
+          {...(errors !== undefined ? { errors } : {})}
+        />
+      ))}
+    </div>
+  );
+}

apps/web/src/components/dynamic-fields/DynamicFieldRenderer.tsx

@@ -0,0 +1,152 @@
+"use client";
+
+import { clsx } from "clsx";
+import { formatDateLong } from "~/lib/format.js";
+import { FieldType } from "@planarchy/shared";
+import type { BlueprintFieldDefinition } from "@planarchy/shared";
+
+interface Props {
+  fieldDefs: BlueprintFieldDefinition[];
+  values: Record<string, unknown>;
+  className?: string;
+}
+
+function renderValue(fieldDef: BlueprintFieldDefinition, value: unknown): React.ReactNode {
+  if (value === null || value === undefined || value === "") {
+    return <span className="text-gray-400">—</span>;
+  }
+
+  switch (fieldDef.type) {
+    case FieldType.TEXT:
+    case FieldType.TEXTAREA:
+    case FieldType.URL:
+    case FieldType.EMAIL:
+      return <span className="text-gray-900">{String(value)}</span>;
+
+    case FieldType.NUMBER:
+      return (
+        <span className="text-gray-900">
+          {typeof value === "number" ? value.toLocaleString() : String(value)}
+        </span>
+      );
+
+    case FieldType.BOOLEAN: {
+      const bool = value === true || value === "true" || value === 1;
+      return (
+        <span
+          className={clsx(
+            "inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium",
+            bool
+              ? "bg-green-100 text-green-700"
+              : "bg-gray-100 text-gray-500",
+          )}
+        >
+          {bool ? "Yes" : "No"}
+        </span>
+      );
+    }
+
+    case FieldType.DATE: {
+      const dateStr = String(value);
+      const parsed = new Date(dateStr);
+      if (isNaN(parsed.getTime())) {
+        return <span className="text-gray-900">{dateStr}</span>;
+      }
+      return <span className="text-gray-900">{formatDateLong(parsed)}</span>;
+    }
+
+    case FieldType.SELECT: {
+      const strVal = String(value);
+      const option = fieldDef.options?.find((o) => o.value === strVal);
+      return <span className="text-gray-900">{option?.label ?? strVal}</span>;
+    }
+
+    case FieldType.MULTI_SELECT: {
+      const rawVals = Array.isArray(value) ? value : [value];
+      const strVals = rawVals.map((v) => String(v)).filter(Boolean);
+
+      if (strVals.length === 0) {
+        return <span className="text-gray-400">—</span>;
+      }
+
+      const labels = strVals.map((v) => {
+        const option = fieldDef.options?.find((o) => o.value === v);
+        return { value: v, label: option?.label ?? v, color: option?.color };
+      });
+
+      return (
+        <div className="flex flex-wrap gap-1">
+          {labels.map(({ value: v, label }) => (
+            <span
+              key={v}
+              className="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-brand-50 text-brand-700"
+            >
+              {label}
+            </span>
+          ))}
+        </div>
+      );
+    }
+
+    default:
+      return <span className="text-gray-900">{String(value)}</span>;
+  }
+}
+
+function FieldRow({ fieldDef, value }: { fieldDef: BlueprintFieldDefinition; value: unknown }) {
+  return (
+    <div className="flex flex-col gap-0.5">
+      <dt className="text-xs font-medium text-gray-500 uppercase tracking-wider">
+        {fieldDef.label}
+      </dt>
+      <dd className="text-sm">{renderValue(fieldDef, value)}</dd>
+      {fieldDef.description && (
+        <p className="text-xs text-gray-400">{fieldDef.description}</p>
+      )}
+    </div>
+  );
+}
+
+export function DynamicFieldRenderer({ fieldDefs, values, className }: Props) {
+  const sorted = [...fieldDefs].sort((a, b) => a.order - b.order);
+
+  // Separate grouped and ungrouped fields
+  const ungrouped = sorted.filter((f) => !f.group);
+  const groupMap = new Map<string, BlueprintFieldDefinition[]>();
+
+  for (const field of sorted) {
+    if (!field.group) continue;
+    const existing = groupMap.get(field.group) ?? [];
+    existing.push(field);
+    groupMap.set(field.group, existing);
+  }
+
+  if (sorted.length === 0) {
+    return null;
+  }
+
+  return (
+    <div className={clsx("space-y-6", className)}>
+      {ungrouped.length > 0 && (
+        <dl className="grid grid-cols-1 sm:grid-cols-2 gap-4">
+          {ungrouped.map((field) => (
+            <FieldRow key={field.id} fieldDef={field} value={values[field.key]} />
+          ))}
+        </dl>
+      )}
+
+      {[...groupMap.entries()].map(([group, fields]) => (
+        <div key={group} className="space-y-3">
+          <h4 className="text-sm font-semibold text-gray-700 border-b border-gray-200 pb-1">
+            {group}
+          </h4>
+          <dl className="grid grid-cols-1 sm:grid-cols-2 gap-4">
+            {fields.map((field) => (
+              <FieldRow key={field.id} fieldDef={field} value={values[field.key]} />
+            ))}
+          </dl>
+        </div>
+      ))}
+    </div>
+  );
+}

apps/web/src/components/dynamic-fields/index.ts

@@ -0,0 +1,2 @@
+export { DynamicFieldRenderer } from "./DynamicFieldRenderer.js";
+export { DynamicFieldEditor } from "./DynamicFieldEditor.js";

apps/web/src/components/estimates/ApplyEffortRules.tsx

@@ -0,0 +1,215 @@
+"use client";
+
+import { useState } from "react";
+import { clsx } from "clsx";
+import { trpc } from "~/lib/trpc/client.js";
+
+interface ApplyEffortRulesProps {
+  estimateId: string;
+  canEdit: boolean;
+  onApplied?: () => void;
+}
+
+export function ApplyEffortRules({ estimateId, canEdit, onApplied }: ApplyEffortRulesProps) {
+  const utils = trpc.useUtils();
+  const { data: ruleSets, isLoading } = trpc.effortRule.list.useQuery();
+
+  const [selectedRuleSetId, setSelectedRuleSetId] = useState<string>("");
+  const [mode, setMode] = useState<"replace" | "append">("replace");
+  const [showPreview, setShowPreview] = useState(false);
+
+  const previewQuery = trpc.effortRule.preview.useQuery(
+    { estimateId, ruleSetId: selectedRuleSetId },
+    { enabled: showPreview && Boolean(selectedRuleSetId) },
+  );
+
+  const applyMutation = trpc.effortRule.apply.useMutation({
+    onSuccess: (result) => {
+      utils.estimate.getById.invalidate();
+      setShowPreview(false);
+      onApplied?.();
+      if (result.warnings.length > 0) {
+        alert(`Generated ${result.linesGenerated} demand lines.\n\nWarnings:\n${result.warnings.join("\n")}`);
+      }
+    },
+  });
+
+  // Auto-select default rule set
+  if (!selectedRuleSetId && ruleSets) {
+    const defaultSet = ruleSets.find((rs) => rs.isDefault) ?? ruleSets[0];
+    if (defaultSet) {
+      setSelectedRuleSetId(defaultSet.id);
+    }
+  }
+
+  if (!canEdit) return null;
+
+  if (isLoading) {
+    return <p className="text-sm text-gray-400">Loading effort rules...</p>;
+  }
+
+  if (!ruleSets || ruleSets.length === 0) {
+    return (
+      <div className="rounded-2xl border border-dashed border-gray-300 bg-gray-50 p-4 text-center text-sm text-gray-500">
+        No effort rule sets defined.{" "}
+        <a href="/admin/effort-rules" className="text-brand-600 hover:underline">
+          Create one
+        </a>{" "}
+        to auto-generate demand lines from scope items.
+      </div>
+    );
+  }
+
+  return (
+    <div className="rounded-3xl border border-gray-200 bg-white p-5 shadow-sm">
+      <h3 className="mb-3 text-base font-semibold text-gray-900">Generate demand lines from scope</h3>
+
+      <div className="flex flex-wrap items-end gap-4">
+        <label className="block">
+          <span className="mb-1 block text-xs font-medium text-gray-500 uppercase tracking-wider">Rule set</span>
+          <select
+            value={selectedRuleSetId}
+            onChange={(e) => {
+              setSelectedRuleSetId(e.target.value);
+              setShowPreview(false);
+            }}
+            className="rounded-2xl border border-gray-300 bg-gray-50 px-3 py-2 text-sm text-gray-900"
+          >
+            {ruleSets.map((rs) => (
+              <option key={rs.id} value={rs.id}>
+                {rs.name} ({rs.rules.length} rules){rs.isDefault ? " *" : ""}
+              </option>
+            ))}
+          </select>
+        </label>
+
+        <label className="block">
+          <span className="mb-1 block text-xs font-medium text-gray-500 uppercase tracking-wider">Mode</span>
+          <select
+            value={mode}
+            onChange={(e) => setMode(e.target.value as "replace" | "append")}
+            className="rounded-2xl border border-gray-300 bg-gray-50 px-3 py-2 text-sm text-gray-900"
+          >
+            <option value="replace">Replace existing lines</option>
+            <option value="append">Append to existing</option>
+          </select>
+        </label>
+
+        <button
+          onClick={() => setShowPreview(!showPreview)}
+          disabled={!selectedRuleSetId}
+          className="rounded-2xl border border-gray-300 px-4 py-2 text-sm font-medium text-gray-600 hover:bg-gray-50 disabled:opacity-50"
+        >
+          {showPreview ? "Hide preview" : "Preview"}
+        </button>
+
+        <button
+          onClick={() => {
+            if (!selectedRuleSetId) return;
+            const action = mode === "replace" ? "replace all existing demand lines" : "append new demand lines";
+            if (confirm(`This will ${action}. Continue?`)) {
+              applyMutation.mutate({ estimateId, ruleSetId: selectedRuleSetId, mode });
+            }
+          }}
+          disabled={!selectedRuleSetId || applyMutation.isPending}
+          className="rounded-2xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700 disabled:opacity-50"
+        >
+          {applyMutation.isPending ? "Generating..." : "Apply rules"}
+        </button>
+      </div>
+
+      {applyMutation.error && (
+        <p className="mt-2 text-sm text-red-600">{applyMutation.error.message}</p>
+      )}
+
+      {/* Preview */}
+      {showPreview && previewQuery.data && (
+        <div className="mt-4 space-y-3">
+          <div className="flex flex-wrap gap-4 text-sm text-gray-600">
+            <span>{previewQuery.data.scopeItemCount} scope items</span>
+            <span>{previewQuery.data.ruleCount} rules</span>
+            <span className="font-semibold text-brand-700">{previewQuery.data.lines.length} demand lines would be generated</span>
+            {previewQuery.data.unmatchedScopeItems.length > 0 && (
+              <span className="text-amber-600">{previewQuery.data.unmatchedScopeItems.length} unmatched scope items</span>
+            )}
+          </div>
+
+          {previewQuery.data.warnings.length > 0 && (
+            <div className="rounded-xl bg-amber-50 p-3 text-sm text-amber-700">
+              {previewQuery.data.warnings.map((w, i) => (
+                <p key={i}>{w}</p>
+              ))}
+            </div>
+          )}
+
+          {/* Aggregated discipline summary */}
+          {previewQuery.data.aggregated.length > 0 && (
+            <div className="overflow-x-auto">
+              <table className="w-full text-left text-sm">
+                <thead>
+                  <tr className="border-b border-gray-200 text-xs uppercase tracking-wider text-gray-500">
+                    <th className="py-2 pr-3 font-medium">Discipline</th>
+                    <th className="px-3 py-2 font-medium">Chapter</th>
+                    <th className="px-3 py-2 text-right font-medium">Total hours</th>
+                    <th className="pl-3 py-2 text-right font-medium">Lines</th>
+                  </tr>
+                </thead>
+                <tbody>
+                  {previewQuery.data.aggregated.map((agg, i) => (
+                    <tr key={i} className="border-b border-gray-100">
+                      <td className="py-1.5 pr-3 font-medium text-gray-900">{agg.discipline}</td>
+                      <td className="px-3 py-1.5 text-gray-500">{agg.chapter ?? "\u2014"}</td>
+                      <td className="px-3 py-1.5 text-right tabular-nums text-gray-700">{agg.totalHours.toFixed(1)} h</td>
+                      <td className="pl-3 py-1.5 text-right tabular-nums text-gray-500">{agg.lineCount}</td>
+                    </tr>
+                  ))}
+                </tbody>
+              </table>
+            </div>
+          )}
+
+          {/* Detailed lines (collapsible) */}
+          {previewQuery.data.lines.length > 0 && (
+            <details className="text-sm">
+              <summary className="cursor-pointer text-gray-500 hover:text-gray-700">
+                Show all {previewQuery.data.lines.length} generated lines
+              </summary>
+              <div className="mt-2 overflow-x-auto">
+                <table className="w-full text-left text-sm">
+                  <thead>
+                    <tr className="border-b border-gray-200 text-xs uppercase tracking-wider text-gray-500">
+                      <th className="py-2 pr-3 font-medium">Scope item</th>
+                      <th className="px-3 py-2 font-medium">Discipline</th>
+                      <th className="px-3 py-2 font-medium">Chapter</th>
+                      <th className="px-3 py-2 font-medium">Mode</th>
+                      <th className="px-3 py-2 text-right font-medium">Units</th>
+                      <th className="px-3 py-2 text-right font-medium">h/unit</th>
+                      <th className="pl-3 py-2 text-right font-medium">Hours</th>
+                    </tr>
+                  </thead>
+                  <tbody>
+                    {previewQuery.data.lines.map((line, i) => (
+                      <tr key={i} className={clsx("border-b border-gray-100", i % 2 === 0 ? "" : "bg-gray-50")}>
+                        <td className="py-1.5 pr-3 text-gray-900">{line.scopeItemName}</td>
+                        <td className="px-3 py-1.5 text-gray-700">{line.discipline}</td>
+                        <td className="px-3 py-1.5 text-gray-500">{line.chapter ?? "\u2014"}</td>
+                        <td className="px-3 py-1.5 text-gray-500">{line.unitMode}</td>
+                        <td className="px-3 py-1.5 text-right tabular-nums text-gray-600">{line.unitCount}</td>
+                        <td className="px-3 py-1.5 text-right tabular-nums text-gray-600">{line.hoursPerUnit}</td>
+                        <td className="pl-3 py-1.5 text-right tabular-nums font-medium text-gray-900">{line.hours.toFixed(1)}</td>
+                      </tr>
+                    ))}
+                  </tbody>
+                </table>
+              </div>
+            </details>
+          )}
+        </div>
+      )}
+
+      {showPreview && previewQuery.isLoading && (
+        <p className="mt-3 text-sm text-gray-400">Computing preview...</p>
+      )}
+    </div>
+  );
+}

apps/web/src/components/estimates/ApplyExperienceMultipliers.tsx

@@ -0,0 +1,214 @@
+"use client";
+
+import { useState } from "react";
+import { clsx } from "clsx";
+import { trpc } from "~/lib/trpc/client.js";
+
+interface ApplyExperienceMultipliersProps {
+  estimateId: string;
+  canEdit: boolean;
+  onApplied?: () => void;
+}
+
+function formatCents(cents: number): string {
+  return (cents / 100).toLocaleString("de-DE", {
+    minimumFractionDigits: 2,
+    maximumFractionDigits: 2,
+  });
+}
+
+export function ApplyExperienceMultipliers({ estimateId, canEdit, onApplied }: ApplyExperienceMultipliersProps) {
+  const utils = trpc.useUtils();
+  const { data: sets, isLoading } = trpc.experienceMultiplier.list.useQuery();
+
+  const [selectedSetId, setSelectedSetId] = useState<string>("");
+  const [showPreview, setShowPreview] = useState(false);
+
+  const previewQuery = trpc.experienceMultiplier.preview.useQuery(
+    { estimateId, multiplierSetId: selectedSetId },
+    { enabled: showPreview && Boolean(selectedSetId) },
+  );
+
+  const applyMutation = trpc.experienceMultiplier.apply.useMutation({
+    onSuccess: (result) => {
+      utils.estimate.getById.invalidate();
+      setShowPreview(false);
+      onApplied?.();
+      alert(
+        `Updated ${result.linesUpdated} demand line(s).\n` +
+          `Hours: ${result.totalOriginalHours}h -> ${result.totalAdjustedHours}h`,
+      );
+    },
+  });
+
+  // Auto-select default set
+  if (!selectedSetId && sets) {
+    const defaultSet = sets.find((s) => s.isDefault) ?? sets[0];
+    if (defaultSet) {
+      setSelectedSetId(defaultSet.id);
+    }
+  }
+
+  if (!canEdit) return null;
+
+  if (isLoading) {
+    return <p className="text-sm text-gray-400">Loading experience multipliers...</p>;
+  }
+
+  if (!sets || sets.length === 0) {
+    return (
+      <div className="rounded-2xl border border-dashed border-gray-300 bg-gray-50 p-4 text-center text-sm text-gray-500">
+        No experience multiplier sets defined.{" "}
+        <a href="/admin/experience-multipliers" className="text-brand-600 hover:underline">
+          Create one
+        </a>{" "}
+        to apply rate and effort adjustments.
+      </div>
+    );
+  }
+
+  return (
+    <div className="rounded-3xl border border-gray-200 bg-white p-5 shadow-sm">
+      <h3 className="mb-3 text-base font-semibold text-gray-900">Apply experience multipliers</h3>
+
+      <div className="flex flex-wrap items-end gap-4">
+        <label className="block">
+          <span className="mb-1 block text-xs font-medium text-gray-500 uppercase tracking-wider">Multiplier set</span>
+          <select
+            value={selectedSetId}
+            onChange={(e) => {
+              setSelectedSetId(e.target.value);
+              setShowPreview(false);
+            }}
+            className="rounded-2xl border border-gray-300 bg-gray-50 px-3 py-2 text-sm text-gray-900"
+          >
+            {sets.map((s) => (
+              <option key={s.id} value={s.id}>
+                {s.name} ({s.rules.length} rules){s.isDefault ? " *" : ""}
+              </option>
+            ))}
+          </select>
+        </label>
+
+        <button
+          onClick={() => setShowPreview(!showPreview)}
+          disabled={!selectedSetId}
+          className="rounded-2xl border border-gray-300 px-4 py-2 text-sm font-medium text-gray-600 hover:bg-gray-50 disabled:opacity-50"
+        >
+          {showPreview ? "Hide preview" : "Preview"}
+        </button>
+
+        <button
+          onClick={() => {
+            if (!selectedSetId) return;
+            if (confirm("This will update cost/bill rates and hours on matching demand lines. Continue?")) {
+              applyMutation.mutate({ estimateId, multiplierSetId: selectedSetId });
+            }
+          }}
+          disabled={!selectedSetId || applyMutation.isPending}
+          className="rounded-2xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700 disabled:opacity-50"
+        >
+          {applyMutation.isPending ? "Applying..." : "Apply multipliers"}
+        </button>
+      </div>
+
+      {applyMutation.error && (
+        <p className="mt-2 text-sm text-red-600">{applyMutation.error.message}</p>
+      )}
+
+      {/* Preview */}
+      {showPreview && previewQuery.data && (
+        <div className="mt-4 space-y-3">
+          <div className="flex flex-wrap gap-4 text-sm text-gray-600">
+            <span>{previewQuery.data.demandLineCount} demand lines</span>
+            <span>{previewQuery.data.ruleCount} rules</span>
+            <span className="font-semibold text-brand-700">
+              {previewQuery.data.linesChanged} line(s) would be adjusted
+            </span>
+          </div>
+
+          {previewQuery.data.linesChanged > 0 && (
+            <div className="rounded-xl bg-blue-50 p-3 text-sm text-blue-700">
+              Total cost: {formatCents(previewQuery.data.totalOriginalCostCents)} {"->"}{" "}
+              {formatCents(previewQuery.data.totalAdjustedCostCents)}
+            </div>
+          )}
+
+          {/* Per-line preview */}
+          {previewQuery.data.previews.length > 0 && (
+            <details className="text-sm">
+              <summary className="cursor-pointer text-gray-500 hover:text-gray-700">
+                Show all {previewQuery.data.previews.length} lines
+              </summary>
+              <div className="mt-2 overflow-x-auto">
+                <table className="w-full text-left text-sm">
+                  <thead>
+                    <tr className="border-b border-gray-200 text-xs uppercase tracking-wider text-gray-500">
+                      <th className="py-2 pr-3 font-medium">Name</th>
+                      <th className="px-3 py-2 font-medium">Chapter</th>
+                      <th className="px-3 py-2 text-right font-medium">Cost rate</th>
+                      <th className="px-3 py-2 text-right font-medium">Bill rate</th>
+                      <th className="px-3 py-2 text-right font-medium">Hours</th>
+                      <th className="pl-3 py-2 font-medium">Changes</th>
+                    </tr>
+                  </thead>
+                  <tbody>
+                    {previewQuery.data.previews.map((p, i) => (
+                      <tr
+                        key={p.demandLineId}
+                        className={clsx(
+                          "border-b border-gray-100",
+                          p.hasChanges ? "bg-amber-50" : i % 2 === 0 ? "" : "bg-gray-50",
+                        )}
+                      >
+                        <td className="py-1.5 pr-3 text-gray-900">{p.name}</td>
+                        <td className="px-3 py-1.5 text-gray-500">{p.chapter ?? "\u2014"}</td>
+                        <td className="px-3 py-1.5 text-right tabular-nums text-gray-700">
+                          {p.hasChanges && p.adjustedCostRateCents !== p.originalCostRateCents ? (
+                            <>
+                              <span className="line-through text-gray-400">{formatCents(p.originalCostRateCents)}</span>{" "}
+                              {formatCents(p.adjustedCostRateCents)}
+                            </>
+                          ) : (
+                            formatCents(p.originalCostRateCents)
+                          )}
+                        </td>
+                        <td className="px-3 py-1.5 text-right tabular-nums text-gray-700">
+                          {p.hasChanges && p.adjustedBillRateCents !== p.originalBillRateCents ? (
+                            <>
+                              <span className="line-through text-gray-400">{formatCents(p.originalBillRateCents)}</span>{" "}
+                              {formatCents(p.adjustedBillRateCents)}
+                            </>
+                          ) : (
+                            formatCents(p.originalBillRateCents)
+                          )}
+                        </td>
+                        <td className="px-3 py-1.5 text-right tabular-nums text-gray-700">
+                          {p.hasChanges && p.adjustedHours !== p.originalHours ? (
+                            <>
+                              <span className="line-through text-gray-400">{p.originalHours}h</span>{" "}
+                              {p.adjustedHours}h
+                            </>
+                          ) : (
+                            `${p.originalHours}h`
+                          )}
+                        </td>
+                        <td className="pl-3 py-1.5 text-xs text-gray-500">
+                          {p.hasChanges ? p.appliedRules[0] ?? "" : "No change"}
+                        </td>
+                      </tr>
+                    ))}
+                  </tbody>
+                </table>
+              </div>
+            </details>
+          )}
+        </div>
+      )}
+
+      {showPreview && previewQuery.isLoading && (
+        <p className="mt-3 text-sm text-gray-400">Computing preview...</p>
+      )}
+    </div>
+  );
+}

apps/web/src/components/estimates/EstimateWizard.tsx

@@ -0,0 +1,837 @@
+"use client";
+
+import { useEffect, useMemo, useRef, useState } from "react";
+import { EstimateStatus } from "@planarchy/shared";
+import { computeEvenSpread } from "@planarchy/engine";
+import { isSpreadsheetFile } from "~/lib/excel.js";
+import { parseScopeImport } from "~/lib/scopeImportParser.js";
+import { clsx } from "clsx";
+import { useFocusTrap } from "~/hooks/useFocusTrap.js";
+import { ProjectCombobox } from "~/components/ui/ProjectCombobox.js";
+import { ResourceCombobox } from "~/components/ui/ResourceCombobox.js";
+import { trpc } from "~/lib/trpc/client.js";
+
+const INPUT_CLS =
+  "w-full rounded-xl border border-gray-300 bg-white px-3 py-2 text-sm text-gray-900 outline-none transition focus:border-brand-500 focus:ring-2 focus:ring-brand-100";
+const SELECT_CLS = INPUT_CLS;
+const LABEL_CLS = "mb-1.5 block text-xs font-semibold uppercase tracking-wide text-gray-500";
+const STEP_LABELS = ["Setup", "Assumptions", "Scope", "Staffing", "Review"];
+
+interface AssumptionRow {
+  id: string;
+  category: string;
+  key: string;
+  label: string;
+  value: string;
+}
+
+interface ScopeRow {
+  id: string;
+  sequenceNo: number;
+  scopeType: string;
+  name: string;
+  description: string;
+}
+
+interface DemandRow {
+  id: string;
+  name: string;
+  roleId: string | null;
+  resourceId: string | null;
+  hours: string;
+  chapter: string;
+  costRate: string;
+  billRate: string;
+  currency: string;
+}
+
+interface ProjectOption {
+  id: string;
+  shortCode: string;
+  name: string;
+  startDate?: string | Date | null;
+  endDate?: string | Date | null;
+}
+
+interface RoleOption {
+  id: string;
+  name: string;
+}
+
+interface ResourceOption {
+  id: string;
+  eid: string;
+  displayName: string;
+  chapter: string | null;
+  currency: string;
+  lcrCents: number;
+  ucrCents: number;
+  roleId: string | null;
+  federalState: string | null;
+}
+
+function makeAssumption(): AssumptionRow {
+  return {
+    id: crypto.randomUUID(),
+    category: "commercial",
+    key: "",
+    label: "",
+    value: "",
+  };
+}
+
+function makeScope(sequenceNo = 1): ScopeRow {
+  return {
+    id: crypto.randomUUID(),
+    sequenceNo,
+    scopeType: "SHOT",
+    name: "",
+    description: "",
+  };
+}
+
+function makeDemand(): DemandRow {
+  return {
+    id: crypto.randomUUID(),
+    name: "",
+    roleId: null,
+    resourceId: null,
+    hours: "8",
+    chapter: "",
+    costRate: "",
+    billRate: "",
+    currency: "EUR",
+  };
+}
+
+function toCents(value: string) {
+  const parsed = Number.parseFloat(value);
+  if (!Number.isFinite(parsed) || parsed < 0) {
+    return 0;
+  }
+  return Math.round(parsed * 100);
+}
+
+function toHours(value: string) {
+  const parsed = Number.parseFloat(value);
+  if (!Number.isFinite(parsed) || parsed < 0) {
+    return 0;
+  }
+  return parsed;
+}
+
+function formatMoney(cents: number, currency = "EUR") {
+  return new Intl.NumberFormat("de-DE", {
+    style: "currency",
+    currency,
+    maximumFractionDigits: 0,
+  }).format(cents / 100);
+}
+
+function slugify(value: string) {
+  return value
+    .trim()
+    .toLowerCase()
+    .replace(/[^a-z0-9]+/g, "_")
+    .replace(/^_+|_+$/g, "");
+}
+
+export function EstimateWizard({ onClose }: { onClose: () => void }) {
+  const [step, setStep] = useState(0);
+  const [name, setName] = useState("");
+  const [projectId, setProjectId] = useState<string | null>(null);
+  const [opportunityId, setOpportunityId] = useState("");
+  const [baseCurrency, setBaseCurrency] = useState("EUR");
+  const [status, setStatus] = useState<EstimateStatus>(EstimateStatus.DRAFT);
+  const [versionLabel, setVersionLabel] = useState("Initial");
+  const [versionNotes, setVersionNotes] = useState("");
+  const [assumptions, setAssumptions] = useState<AssumptionRow[]>([makeAssumption()]);
+  const [scopeItems, setScopeItems] = useState<ScopeRow[]>([makeScope(1)]);
+  const [demandLines, setDemandLines] = useState<DemandRow[]>([makeDemand()]);
+  const [error, setError] = useState<string | null>(null);
+  const [scopeImportWarnings, setScopeImportWarnings] = useState<string[]>([]);
+
+  const panelRef = useRef<HTMLDivElement>(null);
+  useFocusTrap(panelRef, true);
+
+  const utils = trpc.useUtils();
+  const projectsQuery = trpc.project.list.useQuery({ limit: 200 }, { staleTime: 60_000 });
+  const rolesQuery = trpc.role.list.useQuery({ isActive: true }, { staleTime: 60_000 });
+  const resourcesQuery = trpc.resource.list.useQuery(
+    { limit: 500, includeRoles: true, isActive: true },
+    { staleTime: 60_000 },
+  );
+
+  const createMutation = trpc.estimate.create.useMutation({
+    onSuccess: async () => {
+      await utils.estimate.list.invalidate();
+      onClose();
+    },
+    onError: (mutationError) => {
+      setError(mutationError.message);
+    },
+  });
+
+  const projectRows = (projectsQuery.data?.projects ?? []) as unknown as ProjectOption[];
+  const roleRows = (rolesQuery.data ?? []) as unknown as RoleOption[];
+  const resourceRows = (resourcesQuery.data?.resources ?? []) as unknown as ResourceOption[];
+
+  const projects: ProjectOption[] = projectRows.map((project) => ({
+    id: project.id,
+    shortCode: project.shortCode,
+    name: project.name,
+  }));
+  const roles: RoleOption[] = roleRows.map((role) => ({
+    id: role.id,
+    name: role.name,
+  }));
+  const resources: ResourceOption[] = resourceRows.map((resource) => ({
+    id: resource.id,
+    eid: resource.eid,
+    displayName: resource.displayName,
+    chapter: resource.chapter,
+    currency: resource.currency,
+    lcrCents: resource.lcrCents,
+    ucrCents: resource.ucrCents,
+    roleId: resource.roleId,
+    federalState: resource.federalState,
+  }));
+
+  const selectedProject = projectId
+    ? projects.find((project) => project.id === projectId) ?? null
+    : null;
+
+  const summary = useMemo(() => {
+    return demandLines.reduce(
+      (accumulator, line) => {
+        const hours = toHours(line.hours);
+        const costTotalCents = Math.round(hours * toCents(line.costRate));
+        const priceTotalCents = Math.round(hours * toCents(line.billRate));
+
+        return {
+          totalHours: accumulator.totalHours + hours,
+          totalCostCents: accumulator.totalCostCents + costTotalCents,
+          totalPriceCents: accumulator.totalPriceCents + priceTotalCents,
+        };
+      },
+      { totalHours: 0, totalCostCents: 0, totalPriceCents: 0 },
+    );
+  }, [demandLines]);
+
+  const marginCents = summary.totalPriceCents - summary.totalCostCents;
+  const marginPercent = summary.totalPriceCents > 0
+    ? Math.round((marginCents / summary.totalPriceCents) * 100)
+    : 0;
+
+  useEffect(() => {
+    function handleKeyDown(event: KeyboardEvent) {
+      if (event.key === "Escape") {
+        onClose();
+      }
+    }
+
+    document.addEventListener("keydown", handleKeyDown);
+    return () => document.removeEventListener("keydown", handleKeyDown);
+  }, [onClose]);
+
+  function updateAssumption(id: string, patch: Partial<AssumptionRow>) {
+    setAssumptions((current) =>
+      current.map((row) => (row.id === id ? { ...row, ...patch } : row)),
+    );
+  }
+
+  function updateScopeItem(id: string, patch: Partial<ScopeRow>) {
+    setScopeItems((current) =>
+      current.map((row) => (row.id === id ? { ...row, ...patch } : row)),
+    );
+  }
+
+  function updateDemandLine(id: string, patch: Partial<DemandRow>) {
+    setDemandLines((current) =>
+      current.map((row) => (row.id === id ? { ...row, ...patch } : row)),
+    );
+  }
+
+  function applyResource(resourceId: string | null, demandLineId: string) {
+    const resource = resourceId
+      ? resources.find((item) => item.id === resourceId) ?? null
+      : null;
+
+    updateDemandLine(demandLineId, {
+      resourceId,
+      name: resource?.displayName ?? "",
+      chapter: resource?.chapter ?? "",
+      currency: resource?.currency ?? baseCurrency,
+      costRate: resource ? (resource.lcrCents / 100).toFixed(2) : "",
+      billRate: resource ? (resource.ucrCents / 100).toFixed(2) : "",
+      roleId: resource?.roleId ?? null,
+    });
+  }
+
+  async function handleScopeImport(event: React.ChangeEvent<HTMLInputElement>) {
+    const file = event.target.files?.[0];
+    if (!file) return;
+    event.target.value = "";
+
+    if (!isSpreadsheetFile(file)) {
+      setScopeImportWarnings(["Unsupported file type. Please upload .xlsx, .xls, or .csv."]);
+      return;
+    }
+
+    try {
+      const result = await parseScopeImport(file);
+      setScopeImportWarnings(result.warnings);
+
+      if (result.rows.length > 0) {
+        const imported: ScopeRow[] = result.rows.map((row) => ({
+          id: crypto.randomUUID(),
+          sequenceNo: row.sequenceNo,
+          scopeType: row.scopeType,
+          name: row.name,
+          description: row.description,
+        }));
+        setScopeItems((current) => {
+          const nonEmpty = current.filter((item) => item.name.trim());
+          return [...nonEmpty, ...imported];
+        });
+      }
+    } catch {
+      setScopeImportWarnings(["Failed to parse the file. Please check the format."]);
+    }
+  }
+
+  function validateStep(targetStep: number) {
+    if (targetStep === 1 && !name.trim()) {
+      setError("Estimate name is required.");
+      return false;
+    }
+
+    setError(null);
+    return true;
+  }
+
+  function goNext() {
+    const nextStep = Math.min(step + 1, STEP_LABELS.length - 1);
+    if (!validateStep(nextStep)) return;
+    setStep(nextStep);
+  }
+
+  function goBack() {
+    setStep((current) => Math.max(current - 1, 0));
+  }
+
+  function handleSubmit(event: React.FormEvent) {
+    event.preventDefault();
+
+    if (!name.trim()) {
+      setError("Estimate name is required.");
+      setStep(0);
+      return;
+    }
+
+    const normalizedDemandLines = demandLines
+      .map((line, index) => {
+        const resource = line.resourceId
+          ? resources.find((item) => item.id === line.resourceId) ?? null
+          : null;
+        const role = line.roleId
+          ? roles.find((item) => item.id === line.roleId) ?? null
+          : null;
+        const hours = toHours(line.hours);
+        const costRateCents = toCents(line.costRate);
+        const billRateCents = toCents(line.billRate);
+        const displayName = line.name.trim() || resource?.displayName || role?.name || `Line ${index + 1}`;
+
+        return {
+          resourceId: line.resourceId ?? undefined,
+          roleId: line.roleId ?? undefined,
+          lineType: "LABOR",
+          name: displayName,
+          chapter: line.chapter || resource?.chapter || undefined,
+          hours,
+          days: hours > 0 ? Number((hours / 8).toFixed(2)) : undefined,
+          rateSource: resource ? "RESOURCE" : role ? "ROLE" : "MANUAL",
+          costRateCents,
+          billRateCents,
+          currency: line.currency || resource?.currency || baseCurrency,
+          costTotalCents: Math.round(hours * costRateCents),
+          priceTotalCents: Math.round(hours * billRateCents),
+          monthlySpread:
+            selectedProject?.startDate && selectedProject?.endDate && hours > 0
+              ? computeEvenSpread({
+                  totalHours: hours,
+                  startDate: new Date(selectedProject.startDate),
+                  endDate: new Date(selectedProject.endDate),
+                }).spread
+              : {},
+          staffingAttributes: {
+            linkedResource: resource ? true : false,
+            linkedRole: role ? true : false,
+          },
+          metadata: {},
+        };
+      })
+      .filter((line) => line.hours > 0);
+
+    const normalizedScopeItems = scopeItems
+      .map((item, index) => ({
+        sequenceNo: index + 1,
+        scopeType: item.scopeType.trim() || "SHOT",
+        name: item.name.trim(),
+        description: item.description.trim() || undefined,
+        technicalSpec: {},
+        sortOrder: index,
+        metadata: {},
+      }))
+      .filter((item) => item.name.length > 0);
+
+    const normalizedAssumptions = assumptions
+      .map((assumption, index) => ({
+        category: assumption.category.trim() || "general",
+        key: assumption.key.trim() || slugify(assumption.label) || `assumption_${index + 1}`,
+        label: assumption.label.trim(),
+        valueType: "text",
+        value: assumption.value.trim(),
+        sortOrder: index,
+      }))
+      .filter((assumption) => assumption.label.length > 0 && String(assumption.value).length > 0);
+
+    const seenResources = new Set<string>();
+    const resourceSnapshots = normalizedDemandLines.flatMap((line) => {
+      if (!line.resourceId) return [];
+      if (seenResources.has(line.resourceId)) return [];
+      seenResources.add(line.resourceId);
+
+      const resource = resources.find((item) => item.id === line.resourceId) ?? null;
+      if (!resource) return [];
+
+      return [
+        {
+          resourceId: resource.id,
+          sourceEid: resource.eid,
+          displayName: resource.displayName,
+          chapter: resource.chapter ?? undefined,
+          roleId: resource.roleId ?? undefined,
+          currency: resource.currency,
+          lcrCents: resource.lcrCents,
+          ucrCents: resource.ucrCents,
+          location: resource.federalState ?? undefined,
+          attributes: {},
+        },
+      ];
+    });
+
+    createMutation.mutate({
+      projectId: projectId ?? undefined,
+      name: name.trim(),
+      opportunityId: opportunityId.trim() || undefined,
+      baseCurrency,
+      status,
+      versionLabel: versionLabel.trim() || undefined,
+      versionNotes: versionNotes.trim() || undefined,
+      assumptions: normalizedAssumptions,
+      scopeItems: normalizedScopeItems,
+      demandLines: normalizedDemandLines,
+      resourceSnapshots,
+      metrics: [],
+    });
+  }
+
+  return (
+    <div className="fixed inset-0 z-50 flex items-center justify-center bg-gray-950/45 p-4">
+      <div ref={panelRef} className="flex max-h-[92vh] w-full max-w-6xl flex-col overflow-hidden rounded-[32px] bg-white shadow-2xl">
+        <div className="border-b border-gray-100 px-6 py-5">
+          <div className="flex items-start justify-between gap-4">
+            <div>
+              <p className="text-xs font-semibold uppercase tracking-[0.24em] text-brand-600">Estimate Wizard</p>
+              <h2 className="mt-2 text-2xl font-semibold text-gray-900">Create a connected estimate</h2>
+              <p className="mt-1 text-sm text-gray-500">
+                Rates, resource snapshots, and project linkage are pulled from existing Planarchy data.
+              </p>
+            </div>
+            <button
+              type="button"
+              onClick={onClose}
+              className="rounded-full border border-gray-200 px-3 py-2 text-sm text-gray-500 transition hover:border-gray-300 hover:text-gray-700"
+            >
+              Close
+            </button>
+          </div>
+
+          <div className="mt-5 grid gap-2 md:grid-cols-5">
+            {STEP_LABELS.map((label, index) => (
+              <button
+                key={label}
+                type="button"
+                onClick={() => {
+                  if (index <= step || validateStep(index)) {
+                    setStep(index);
+                  }
+                }}
+                className={clsx(
+                  "rounded-2xl px-4 py-3 text-left transition",
+                  index === step
+                    ? "bg-brand-600 text-white"
+                    : index < step
+                      ? "bg-brand-50 text-brand-700"
+                      : "bg-gray-50 text-gray-400",
+                )}
+              >
+                <span className="block text-xs uppercase tracking-wide">Step {index + 1}</span>
+                <span className="mt-1 block text-sm font-semibold">{label}</span>
+              </button>
+            ))}
+          </div>
+        </div>
+
+        <form onSubmit={handleSubmit} className="flex min-h-0 flex-1 flex-col">
+          <div className="grid min-h-0 flex-1 gap-0 lg:grid-cols-[minmax(0,1.15fr),360px]">
+            <div className="min-h-0 overflow-y-auto px-6 py-6">
+              {step === 0 && (
+                <div className="space-y-5">
+                  <div className="grid gap-5 md:grid-cols-2">
+                    <div>
+                      <label className={LABEL_CLS}>Estimate Name</label>
+                      <input value={name} onChange={(event) => setName(event.target.value)} className={INPUT_CLS} placeholder="CGI Breakdown Q2 2026" />
+                    </div>
+                    <div>
+                      <label className={LABEL_CLS}>Linked Project</label>
+                      <ProjectCombobox value={projectId} onChange={setProjectId} placeholder="Link to project" />
+                    </div>
+                    <div>
+                      <label className={LABEL_CLS}>Opportunity ID</label>
+                      <input value={opportunityId} onChange={(event) => setOpportunityId(event.target.value)} className={INPUT_CLS} placeholder="Optional CRM or sales reference" />
+                    </div>
+                    <div>
+                      <label className={LABEL_CLS}>Estimate Status</label>
+                      <select value={status} onChange={(event) => setStatus(event.target.value as EstimateStatus)} className={SELECT_CLS}>
+                        {Object.values(EstimateStatus).map((value) => (
+                          <option key={value} value={value}>
+                            {value.replace("_", " ")}
+                          </option>
+                        ))}
+                      </select>
+                    </div>
+                    <div>
+                      <label className={LABEL_CLS}>Base Currency</label>
+                      <input value={baseCurrency} onChange={(event) => setBaseCurrency(event.target.value.toUpperCase())} className={INPUT_CLS} maxLength={3} />
+                    </div>
+                    <div>
+                      <label className={LABEL_CLS}>Version Label</label>
+                      <input value={versionLabel} onChange={(event) => setVersionLabel(event.target.value)} className={INPUT_CLS} placeholder="Initial" />
+                    </div>
+                  </div>
+
+                  <div>
+                    <label className={LABEL_CLS}>Version Notes</label>
+                    <textarea
+                      value={versionNotes}
+                      onChange={(event) => setVersionNotes(event.target.value)}
+                      rows={5}
+                      className={INPUT_CLS}
+                      placeholder="Document assumptions, exclusions, or client comments."
+                    />
+                  </div>
+
+                  <div className="rounded-3xl border border-gray-100 bg-gray-50 p-5">
+                    <p className="text-sm font-semibold text-gray-900">Live connection preview</p>
+                    <div className="mt-4 grid gap-3 md:grid-cols-2">
+                      <div className="rounded-2xl bg-white px-4 py-3">
+                        <p className="text-xs uppercase tracking-wide text-gray-400">Project source</p>
+                        <p className="mt-1 text-sm text-gray-700">
+                          {selectedProject ? `${selectedProject.shortCode} - ${selectedProject.name}` : "Not linked yet"}
+                        </p>
+                      </div>
+                      <div className="rounded-2xl bg-white px-4 py-3">
+                        <p className="text-xs uppercase tracking-wide text-gray-400">Live catalogs</p>
+                        <p className="mt-1 text-sm text-gray-700">
+                          {roles.length} roles, {resources.length} active resources available
+                        </p>
+                      </div>
+                    </div>
+                  </div>
+                </div>
+              )}
+
+              {step === 1 && (
+                <div className="space-y-4">
+                  <div className="flex items-center justify-between">
+                    <div>
+                      <h3 className="text-lg font-semibold text-gray-900">Commercial and delivery assumptions</h3>
+                      <p className="text-sm text-gray-500">These rows replace free-form spreadsheet notes with structured data.</p>
+                    </div>
+                    <button type="button" onClick={() => setAssumptions((current) => [...current, makeAssumption()])} className="rounded-xl border border-gray-200 px-3 py-2 text-sm text-gray-600 transition hover:border-gray-300 hover:text-gray-900">
+                      Add assumption
+                    </button>
+                  </div>
+
+                  <div className="space-y-3">
+                    {assumptions.map((row) => (
+                      <div key={row.id} className="grid gap-3 rounded-2xl border border-gray-100 p-4 md:grid-cols-[140px,1fr,1fr,1.2fr,auto]">
+                        <input value={row.category} onChange={(event) => updateAssumption(row.id, { category: event.target.value })} className={INPUT_CLS} placeholder="Category" />
+                        <input value={row.label} onChange={(event) => updateAssumption(row.id, { label: event.target.value })} className={INPUT_CLS} placeholder="Label" />
+                        <input value={row.key} onChange={(event) => updateAssumption(row.id, { key: event.target.value })} className={INPUT_CLS} placeholder="Key (optional)" />
+                        <input value={row.value} onChange={(event) => updateAssumption(row.id, { value: event.target.value })} className={INPUT_CLS} placeholder="Value" />
+                        <button type="button" onClick={() => setAssumptions((current) => current.filter((item) => item.id !== row.id))} className="rounded-xl border border-transparent px-3 py-2 text-sm text-red-500 transition hover:border-red-100 hover:bg-red-50">
+                          Remove
+                        </button>
+                      </div>
+                    ))}
+                  </div>
+                </div>
+              )}
+
+              {step === 2 && (
+                <div className="space-y-4">
+                  <div className="flex items-center justify-between">
+                    <div>
+                      <h3 className="text-lg font-semibold text-gray-900">Scope breakdown</h3>
+                      <p className="text-sm text-gray-500">Create structured work packages that can later evolve into versioned estimate scope.</p>
+                    </div>
+                    <div className="flex gap-2">
+                      <label className="cursor-pointer rounded-xl border border-gray-200 px-3 py-2 text-sm text-gray-600 transition hover:border-gray-300 hover:text-gray-900">
+                        Import XLSX
+                        <input type="file" accept=".xlsx,.xls,.csv" onChange={handleScopeImport} className="hidden" />
+                      </label>
+                      <button type="button" onClick={() => setScopeItems((current) => [...current, makeScope(current.length + 1)])} className="rounded-xl border border-gray-200 px-3 py-2 text-sm text-gray-600 transition hover:border-gray-300 hover:text-gray-900">
+                        Add scope row
+                      </button>
+                    </div>
+                  </div>
+
+                  {scopeImportWarnings.length > 0 && (
+                    <div className="rounded-2xl border border-amber-200 bg-amber-50 px-4 py-3 text-sm text-amber-700">
+                      {scopeImportWarnings.map((warning, index) => (
+                        <p key={index}>{warning}</p>
+                      ))}
+                    </div>
+                  )}
+
+                  <div className="space-y-3">
+                    {scopeItems.map((item, index) => (
+                      <div key={item.id} className="grid gap-3 rounded-2xl border border-gray-100 p-4 md:grid-cols-[90px,120px,1fr,1.2fr,auto]">
+                        <input value={String(index + 1)} readOnly className={clsx(INPUT_CLS, "bg-gray-50 text-gray-500")} />
+                        <input value={item.scopeType} onChange={(event) => updateScopeItem(item.id, { scopeType: event.target.value })} className={INPUT_CLS} placeholder="Type" />
+                        <input value={item.name} onChange={(event) => updateScopeItem(item.id, { name: event.target.value })} className={INPUT_CLS} placeholder="Name" />
+                        <input value={item.description} onChange={(event) => updateScopeItem(item.id, { description: event.target.value })} className={INPUT_CLS} placeholder="Description" />
+                        <button type="button" onClick={() => setScopeItems((current) => current.filter((row) => row.id !== item.id))} className="rounded-xl border border-transparent px-3 py-2 text-sm text-red-500 transition hover:border-red-100 hover:bg-red-50">
+                          Remove
+                        </button>
+                      </div>
+                    ))}
+                  </div>
+                </div>
+              )}
+
+              {step === 3 && (
+                <div className="space-y-4">
+                  <div className="flex items-center justify-between">
+                    <div>
+                      <h3 className="text-lg font-semibold text-gray-900">Staffing and rate lines</h3>
+                      <p className="text-sm text-gray-500">Selecting a resource pre-fills cost rate, sell rate, chapter, and role from live data.</p>
+                    </div>
+                    <button type="button" onClick={() => setDemandLines((current) => [...current, makeDemand()])} className="rounded-xl border border-gray-200 px-3 py-2 text-sm text-gray-600 transition hover:border-gray-300 hover:text-gray-900">
+                      Add staffing line
+                    </button>
+                  </div>
+
+                  <div className="space-y-4">
+                    {demandLines.map((line) => {
+                      const resource = line.resourceId
+                        ? resources.find((item) => item.id === line.resourceId) ?? null
+                        : null;
+
+                      return (
+                        <div key={line.id} className="rounded-3xl border border-gray-100 p-4">
+                          <div className="grid gap-4 lg:grid-cols-2">
+                            <div>
+                              <label className={LABEL_CLS}>Resource</label>
+                              <ResourceCombobox value={line.resourceId} onChange={(resourceId) => applyResource(resourceId, line.id)} placeholder="Search resource" />
+                            </div>
+                            <div>
+                              <label className={LABEL_CLS}>Role</label>
+                              <select value={line.roleId ?? ""} onChange={(event) => updateDemandLine(line.id, { roleId: event.target.value || null })} className={SELECT_CLS}>
+                                <option value="">Unassigned</option>
+                                {roles.map((role) => (
+                                  <option key={role.id} value={role.id}>
+                                    {role.name}
+                                  </option>
+                                ))}
+                              </select>
+                            </div>
+                            <div>
+                              <label className={LABEL_CLS}>Line Name</label>
+                              <input value={line.name} onChange={(event) => updateDemandLine(line.id, { name: event.target.value })} className={INPUT_CLS} placeholder="Compositing, lighting, PM, ..." />
+                            </div>
+                            <div>
+                              <label className={LABEL_CLS}>Chapter</label>
+                              <input value={line.chapter} onChange={(event) => updateDemandLine(line.id, { chapter: event.target.value })} className={INPUT_CLS} placeholder="Auto-filled from resource when linked" />
+                            </div>
+                            <div>
+                              <label className={LABEL_CLS}>Hours</label>
+                              <input value={line.hours} onChange={(event) => updateDemandLine(line.id, { hours: event.target.value })} className={INPUT_CLS} inputMode="decimal" />
+                            </div>
+                            <div>
+                              <label className={LABEL_CLS}>Currency</label>
+                              <input value={line.currency} onChange={(event) => updateDemandLine(line.id, { currency: event.target.value.toUpperCase() })} className={INPUT_CLS} maxLength={3} />
+                            </div>
+                            <div>
+                              <label className={LABEL_CLS}>Cost Rate / h</label>
+                              <input value={line.costRate} onChange={(event) => updateDemandLine(line.id, { costRate: event.target.value })} className={INPUT_CLS} inputMode="decimal" />
+                            </div>
+                            <div>
+                              <label className={LABEL_CLS}>Sell Rate / h</label>
+                              <input value={line.billRate} onChange={(event) => updateDemandLine(line.id, { billRate: event.target.value })} className={INPUT_CLS} inputMode="decimal" />
+                            </div>
+                          </div>
+
+                          <div className="mt-4 flex flex-wrap items-center justify-between gap-3 rounded-2xl bg-gray-50 px-4 py-3">
+                            <div className="text-sm text-gray-600">
+                              {resource ? `Linked to ${resource.displayName} (${resource.eid})` : "Manual line"}
+                            </div>
+                            <div className="flex flex-wrap gap-4 text-sm">
+                              <span className="font-medium text-gray-700">
+                                Cost {formatMoney(Math.round(toHours(line.hours) * toCents(line.costRate)), line.currency)}
+                              </span>
+                              <span className="font-medium text-gray-700">
+                                Price {formatMoney(Math.round(toHours(line.hours) * toCents(line.billRate)), line.currency)}
+                              </span>
+                            </div>
+                            <button type="button" onClick={() => setDemandLines((current) => current.filter((item) => item.id !== line.id))} className="rounded-xl border border-transparent px-3 py-2 text-sm text-red-500 transition hover:border-red-100 hover:bg-red-50">
+                              Remove
+                            </button>
+                          </div>
+                        </div>
+                      );
+                    })}
+                  </div>
+                </div>
+              )}
+
+              {step === 4 && (
+                <div className="space-y-6">
+                  <div>
+                    <h3 className="text-lg font-semibold text-gray-900">Review</h3>
+                    <p className="text-sm text-gray-500">The summary metrics below are recalculated from the demand rows and persisted on create.</p>
+                  </div>
+
+                  <div className="grid gap-4 md:grid-cols-2 xl:grid-cols-4">
+                    <div className="rounded-3xl border border-gray-100 bg-gray-50 px-5 py-4">
+                      <p className="text-xs uppercase tracking-wide text-gray-400">Total Hours</p>
+                      <p className="mt-2 text-2xl font-semibold text-gray-900">{summary.totalHours.toFixed(1)}</p>
+                    </div>
+                    <div className="rounded-3xl border border-gray-100 bg-gray-50 px-5 py-4">
+                      <p className="text-xs uppercase tracking-wide text-gray-400">Total Cost</p>
+                      <p className="mt-2 text-2xl font-semibold text-gray-900">{formatMoney(summary.totalCostCents, baseCurrency)}</p>
+                    </div>
+                    <div className="rounded-3xl border border-gray-100 bg-gray-50 px-5 py-4">
+                      <p className="text-xs uppercase tracking-wide text-gray-400">Total Price</p>
+                      <p className="mt-2 text-2xl font-semibold text-gray-900">{formatMoney(summary.totalPriceCents, baseCurrency)}</p>
+                    </div>
+                    <div className="rounded-3xl border border-gray-100 bg-gray-50 px-5 py-4">
+                      <p className="text-xs uppercase tracking-wide text-gray-400">Margin</p>
+                      <p className="mt-2 text-2xl font-semibold text-gray-900">
+                        {formatMoney(marginCents, baseCurrency)} ({marginPercent}%)
+                      </p>
+                    </div>
+                  </div>
+
+                  <div className="grid gap-5 lg:grid-cols-2">
+                    <div className="rounded-3xl border border-gray-100 p-5">
+                      <p className="text-sm font-semibold text-gray-900">Estimate envelope</p>
+                      <dl className="mt-4 space-y-2 text-sm text-gray-600">
+                        <div className="flex justify-between gap-4">
+                          <dt>Name</dt>
+                          <dd className="text-right text-gray-900">{name || "Untitled"}</dd>
+                        </div>
+                        <div className="flex justify-between gap-4">
+                          <dt>Project</dt>
+                          <dd className="text-right text-gray-900">{selectedProject ? `${selectedProject.shortCode}` : "Standalone"}</dd>
+                        </div>
+                        <div className="flex justify-between gap-4">
+                          <dt>Status</dt>
+                          <dd className="text-right text-gray-900">{status.replace("_", " ")}</dd>
+                        </div>
+                        <div className="flex justify-between gap-4">
+                          <dt>Version</dt>
+                          <dd className="text-right text-gray-900">{versionLabel || "Initial"}</dd>
+                        </div>
+                      </dl>
+                    </div>
+
+                    <div className="rounded-3xl border border-gray-100 p-5">
+                      <p className="text-sm font-semibold text-gray-900">Connected records</p>
+                      <dl className="mt-4 space-y-2 text-sm text-gray-600">
+                        <div className="flex justify-between gap-4">
+                          <dt>Assumptions</dt>
+                          <dd className="text-right text-gray-900">{assumptions.filter((row) => row.label.trim()).length}</dd>
+                        </div>
+                        <div className="flex justify-between gap-4">
+                          <dt>Scope items</dt>
+                          <dd className="text-right text-gray-900">{scopeItems.filter((row) => row.name.trim()).length}</dd>
+                        </div>
+                        <div className="flex justify-between gap-4">
+                          <dt>Demand lines</dt>
+                          <dd className="text-right text-gray-900">{demandLines.filter((row) => toHours(row.hours) > 0).length}</dd>
+                        </div>
+                        <div className="flex justify-between gap-4">
+                          <dt>Resource snapshots</dt>
+                          <dd className="text-right text-gray-900">{new Set(demandLines.map((row) => row.resourceId).filter(Boolean)).size}</dd>
+                        </div>
+                      </dl>
+                    </div>
+                  </div>
+                </div>
+              )}
+            </div>
+
+            <aside className="border-t border-gray-100 bg-gray-50 px-6 py-6 lg:border-l lg:border-t-0">
+              <p className="text-xs font-semibold uppercase tracking-[0.24em] text-gray-500">Dynamic summary</p>
+              <div className="mt-4 space-y-3">
+                <div className="rounded-2xl bg-white px-4 py-3">
+                  <p className="text-xs uppercase tracking-wide text-gray-400">Project link</p>
+                  <p className="mt-1 text-sm text-gray-800">
+                    {selectedProject ? `${selectedProject.shortCode} - ${selectedProject.name}` : "No linked project"}
+                  </p>
+                </div>
+                <div className="rounded-2xl bg-white px-4 py-3">
+                  <p className="text-xs uppercase tracking-wide text-gray-400">Resource-linked demand</p>
+                  <p className="mt-1 text-sm text-gray-800">
+                    {demandLines.filter((line) => line.resourceId).length} of {demandLines.length} rows tied to live resources
+                  </p>
+                </div>
+                <div className="rounded-2xl bg-white px-4 py-3">
+                  <p className="text-xs uppercase tracking-wide text-gray-400">Calculated totals</p>
+                  <p className="mt-1 text-sm text-gray-800">{summary.totalHours.toFixed(1)} h</p>
+                  <p className="mt-1 text-sm text-gray-800">{formatMoney(summary.totalCostCents, baseCurrency)} cost</p>
+                  <p className="mt-1 text-sm text-gray-800">{formatMoney(summary.totalPriceCents, baseCurrency)} price</p>
+                </div>
+              </div>
+
+              {error && (
+                <div className="mt-4 rounded-2xl border border-red-200 bg-red-50 px-4 py-3 text-sm text-red-700">
+                  {error}
+                </div>
+              )}
+            </aside>
+          </div>
+
+          <div className="flex items-center justify-between border-t border-gray-100 px-6 py-4">
+            <button type="button" onClick={step === 0 ? onClose : goBack} className="rounded-xl border border-gray-200 px-4 py-2 text-sm font-medium text-gray-600 transition hover:border-gray-300 hover:text-gray-900">
+              {step === 0 ? "Cancel" : "Back"}
+            </button>
+            {step < STEP_LABELS.length - 1 ? (
+              <button type="button" onClick={goNext} className="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white transition hover:bg-brand-700">
+                Next
+              </button>
+            ) : (
+              <button type="submit" disabled={createMutation.isPending} className="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white transition hover:bg-brand-700 disabled:cursor-not-allowed disabled:opacity-60">
+                {createMutation.isPending ? "Creating..." : "Create Estimate"}
+              </button>
+            )}
+          </div>
+        </form>
+      </div>
+    </div>
+  );
+}

apps/web/src/components/estimates/EstimateWorkspace.calculations.ts

@@ -0,0 +1,104 @@
+import type {
+  EstimateDemandLineCalculationMetadata,
+  EstimateDemandLineMetadata,
+  EstimateDemandLineRateMode,
+} from "@planarchy/shared";
+
+interface ResourceRateSnapshotLike {
+  lcrCents: number;
+  ucrCents: number;
+  currency: string;
+}
+
+function parseRateMode(value: unknown): EstimateDemandLineRateMode | undefined {
+  return value === "resource" || value === "manual" ? value : undefined;
+}
+
+export function parseDemandLineMetadata(
+  metadata: Record<string, unknown> | null | undefined,
+): EstimateDemandLineMetadata {
+  if (typeof metadata !== "object" || metadata === null || Array.isArray(metadata)) {
+    return {};
+  }
+
+  return metadata as EstimateDemandLineMetadata;
+}
+
+export function resolveDemandLineCalculationMetadata(options: {
+  resourceSnapshot?: ResourceRateSnapshotLike | null | undefined;
+  metadata?: Record<string, unknown> | null | undefined;
+  costRateCents: number;
+  billRateCents: number;
+}): EstimateDemandLineCalculationMetadata {
+  const resourceSnapshot = options.resourceSnapshot;
+  const parsedMetadata = parseDemandLineMetadata(options.metadata);
+  const calculation =
+    typeof parsedMetadata.calculation === "object" &&
+    parsedMetadata.calculation !== null
+      ? parsedMetadata.calculation
+      : undefined;
+  const costRateMode =
+    parseRateMode(calculation?.costRateMode) ??
+    (resourceSnapshot && options.costRateCents === resourceSnapshot.lcrCents
+      ? "resource"
+      : "manual");
+  const billRateMode =
+    parseRateMode(calculation?.billRateMode) ??
+    (resourceSnapshot && options.billRateCents === resourceSnapshot.ucrCents
+      ? "resource"
+      : "manual");
+
+  return {
+    costRateMode,
+    billRateMode,
+    totalMode: "computed",
+    liveCostRateCents: resourceSnapshot?.lcrCents ?? null,
+    liveBillRateCents: resourceSnapshot?.ucrCents ?? null,
+    liveCurrency: resourceSnapshot?.currency ?? null,
+  };
+}
+
+export function buildDemandLineMetadata(
+  metadata: Record<string, unknown> | null | undefined,
+  calculation: EstimateDemandLineCalculationMetadata,
+): EstimateDemandLineMetadata {
+  return {
+    ...parseDemandLineMetadata(metadata),
+    calculation,
+  };
+}
+
+export function getEffectiveDemandLineValues(options: {
+  resourceSnapshot?: ResourceRateSnapshotLike | null | undefined;
+  hours: number;
+  currency?: string | null;
+  defaultCurrency: string;
+  costRateCents: number;
+  billRateCents: number;
+  costRateMode: EstimateDemandLineRateMode;
+  billRateMode: EstimateDemandLineRateMode;
+}) {
+  const effectiveCostRateCents =
+    options.costRateMode === "resource" && options.resourceSnapshot
+      ? options.resourceSnapshot.lcrCents
+      : options.costRateCents;
+  const effectiveBillRateCents =
+    options.billRateMode === "resource" && options.resourceSnapshot
+      ? options.resourceSnapshot.ucrCents
+      : options.billRateCents;
+  const currency =
+    ((options.costRateMode === "resource" || options.billRateMode === "resource") &&
+    options.resourceSnapshot?.currency
+      ? options.resourceSnapshot.currency
+      : options.currency) ||
+    options.resourceSnapshot?.currency ||
+    options.defaultCurrency;
+
+  return {
+    effectiveCostRateCents,
+    effectiveBillRateCents,
+    currency,
+    costTotalCents: Math.round(options.hours * effectiveCostRateCents),
+    priceTotalCents: Math.round(options.hours * effectiveBillRateCents),
+  };
+}

apps/web/src/components/estimates/EstimateWorkspace.types.ts

@@ -0,0 +1,129 @@
+"use client";
+
+import type {
+  EstimateDemandLineMetadata,
+  EstimateExportArtifactPayload,
+  EstimateExportFormat,
+  EstimateStatus,
+  EstimateVersionStatus,
+} from "@planarchy/shared";
+
+export interface EstimateMetricView {
+  id: string;
+  key: string;
+  label: string;
+  valueDecimal: number;
+  valueCents?: number | null;
+  currency?: string | null;
+}
+
+export interface EstimateAssumptionView {
+  id: string;
+  category: string;
+  key: string;
+  label: string;
+  valueType: string;
+  value: unknown;
+  notes?: string | null;
+}
+
+export interface EstimateScopeItemView {
+  id: string;
+  sequenceNo: number;
+  scopeType: string;
+  packageCode?: string | null;
+  name: string;
+  description?: string | null;
+  frameCount?: number | null;
+  itemCount?: number | null;
+  unitMode?: string | null;
+}
+
+export interface EstimateDemandLineView {
+  id: string;
+  scopeItemId?: string | null;
+  roleId?: string | null;
+  resourceId?: string | null;
+  lineType: string;
+  name: string;
+  chapter?: string | null;
+  rateSource?: string | null;
+  hours: number;
+  currency: string;
+  costRateCents: number;
+  billRateCents: number;
+  costTotalCents: number;
+  priceTotalCents: number;
+  monthlySpread?: Record<string, number>;
+  metadata: EstimateDemandLineMetadata;
+}
+
+export interface EstimateResourceSnapshotView {
+  id: string;
+  resourceId?: string | null;
+  sourceEid?: string | null;
+  displayName: string;
+  chapter?: string | null;
+  roleId?: string | null;
+  currency: string;
+  lcrCents: number;
+  ucrCents: number;
+  fte?: number | null;
+  location?: string | null;
+  country?: string | null;
+  level?: string | null;
+  workType?: string | null;
+  attributes: Record<string, unknown>;
+}
+
+export interface EstimateExportView {
+  id: string;
+  fileName: string;
+  format: EstimateExportFormat;
+  payload?: EstimateExportArtifactPayload | Record<string, unknown> | null;
+  createdAt: Date;
+}
+
+export interface EstimateVersionView {
+  id: string;
+  versionNumber: number;
+  label?: string | null;
+  status: EstimateVersionStatus;
+  notes?: string | null;
+  lockedAt?: Date | null;
+  updatedAt: Date;
+  assumptions: EstimateAssumptionView[];
+  scopeItems: EstimateScopeItemView[];
+  demandLines: EstimateDemandLineView[];
+  resourceSnapshots: EstimateResourceSnapshotView[];
+  metrics: EstimateMetricView[];
+  exports: EstimateExportView[];
+}
+
+export interface EstimateWorkspaceView {
+  id: string;
+  name: string;
+  status: EstimateStatus;
+  projectId?: string | null;
+  opportunityId?: string | null;
+  baseCurrency: string;
+  updatedAt: Date;
+  project?: {
+    id: string;
+    name: string;
+    shortCode: string;
+    startDate?: string | Date | null;
+    endDate?: string | Date | null;
+  } | null;
+  versions: EstimateVersionView[];
+}
+
+export type WorkspaceTab =
+  | "overview"
+  | "assumptions"
+  | "scope"
+  | "staffing"
+  | "financials"
+  | "phasing"
+  | "versions"
+  | "exports";

apps/web/src/components/estimates/VersionCompare.tsx

@@ -0,0 +1,490 @@
+"use client";
+
+import { useMemo, useState } from "react";
+import { clsx } from "clsx";
+import {
+  compareEstimateVersions,
+  type VersionCompareInput,
+  type ChapterSubtotal,
+  type ResourceSnapshotDiff,
+  type ScopeItemDiff,
+} from "@planarchy/engine";
+import type { EstimateVersionView } from "~/components/estimates/EstimateWorkspace.types.js";
+
+function formatMoney(cents: number, currency = "EUR") {
+  return new Intl.NumberFormat("de-DE", {
+    style: "currency",
+    currency,
+    maximumFractionDigits: 0,
+  }).format(cents / 100);
+}
+
+function formatDelta(value: number, formatter: (v: number) => string) {
+  const prefix = value > 0 ? "+" : "";
+  return `${prefix}${formatter(value)}`;
+}
+
+function formatHoursDelta(delta: number) {
+  const prefix = delta > 0 ? "+" : "";
+  return `${prefix}${delta.toFixed(1)} h`;
+}
+
+function versionToInput(v: EstimateVersionView): VersionCompareInput {
+  return {
+    label: v.label ?? null,
+    versionNumber: v.versionNumber,
+    demandLines: v.demandLines.map((l) => ({
+      id: l.id,
+      name: l.name,
+      hours: l.hours,
+      costRateCents: l.costRateCents,
+      billRateCents: l.billRateCents,
+      costTotalCents: l.costTotalCents,
+      priceTotalCents: l.priceTotalCents,
+      ...(l.chapter !== undefined ? { chapter: l.chapter } : {}),
+      lineType: l.lineType,
+    })),
+    assumptions: v.assumptions.map((a) => ({
+      key: a.key,
+      label: a.label,
+      value: a.value,
+    })),
+    scopeItems: v.scopeItems.map((s) => ({
+      id: s.id,
+      name: s.name,
+      sequenceNo: s.sequenceNo,
+      scopeType: s.scopeType,
+      ...(s.packageCode !== undefined ? { packageCode: s.packageCode } : {}),
+      ...(s.description !== undefined ? { description: s.description } : {}),
+      ...(s.frameCount !== undefined ? { frameCount: s.frameCount } : {}),
+      ...(s.itemCount !== undefined ? { itemCount: s.itemCount } : {}),
+    })),
+    resourceSnapshots: v.resourceSnapshots.map((r) => ({
+      id: r.id,
+      ...(r.resourceId !== undefined ? { resourceId: r.resourceId } : {}),
+      displayName: r.displayName,
+      ...(r.chapter !== undefined ? { chapter: r.chapter } : {}),
+      currency: r.currency,
+      lcrCents: r.lcrCents,
+      ucrCents: r.ucrCents,
+      ...(r.location !== undefined ? { location: r.location } : {}),
+      ...(r.level !== undefined ? { level: r.level } : {}),
+    })),
+  };
+}
+
+const STATUS_ROW_STYLES = {
+  added: "bg-emerald-50",
+  removed: "bg-red-50",
+  changed: "bg-amber-50",
+  unchanged: "",
+} as const;
+
+const STATUS_BADGE_STYLES = {
+  added: "bg-emerald-100 text-emerald-700",
+  removed: "bg-red-100 text-red-700",
+  changed: "bg-amber-100 text-amber-700",
+  unchanged: "bg-gray-100 text-gray-500",
+} as const;
+
+export function VersionCompare({ versions }: { versions: EstimateVersionView[] }) {
+  const sorted = useMemo(
+    () => [...versions].sort((a, b) => b.versionNumber - a.versionNumber),
+    [versions],
+  );
+
+  const [aId, setAId] = useState<string>(sorted[1]?.id ?? sorted[0]?.id ?? "");
+  const [bId, setBId] = useState<string>(sorted[0]?.id ?? "");
+  const [hideUnchanged, setHideUnchanged] = useState(false);
+
+  const versionA = sorted.find((v) => v.id === aId);
+  const versionB = sorted.find((v) => v.id === bId);
+
+  const diff = useMemo(() => {
+    if (!versionA || !versionB || versionA.id === versionB.id) return null;
+    return compareEstimateVersions(versionToInput(versionA), versionToInput(versionB));
+  }, [versionA, versionB]);
+
+  if (sorted.length < 2) {
+    return (
+      <div className="rounded-3xl border border-gray-200 bg-gray-50 p-8 text-center text-sm text-gray-500">
+        At least two versions are required to compare.
+      </div>
+    );
+  }
+
+  const filteredDemandDiffs = diff
+    ? hideUnchanged
+      ? diff.demandLineDiffs.filter((d) => d.status !== "unchanged")
+      : diff.demandLineDiffs
+    : [];
+
+  const filteredAssumptionDiffs = diff
+    ? hideUnchanged
+      ? diff.assumptionDiffs.filter((d) => d.status !== "unchanged")
+      : diff.assumptionDiffs
+    : [];
+
+  const filteredScopeDiffs = diff
+    ? hideUnchanged
+      ? diff.scopeItemDiffs.filter((d) => d.status !== "unchanged")
+      : diff.scopeItemDiffs
+    : [];
+
+  const filteredResourceDiffs = diff
+    ? hideUnchanged
+      ? diff.resourceSnapshotDiffs.filter((d) => d.status !== "unchanged")
+      : diff.resourceSnapshotDiffs
+    : [];
+
+  return (
+    <div className="space-y-6">
+      {/* Version selectors */}
+      <div className="rounded-3xl border border-gray-200 bg-white p-5 shadow-sm">
+        <h3 className="mb-4 text-base font-semibold text-gray-900">Compare versions</h3>
+        <div className="flex flex-wrap items-end gap-4">
+          <label className="block">
+            <span className="mb-1 block text-xs font-medium text-gray-500 uppercase tracking-wider">Base (A)</span>
+            <select
+              value={aId}
+              onChange={(e) => setAId(e.target.value)}
+              className="rounded-2xl border border-gray-300 bg-gray-50 px-3 py-2 text-sm text-gray-900 focus:border-brand-400 focus:outline-none focus:ring-1 focus:ring-brand-400"
+            >
+              {sorted.map((v) => (
+                <option key={v.id} value={v.id}>
+                  v{v.versionNumber} {v.label ? `\u2014 ${v.label}` : ""} ({v.status})
+                </option>
+              ))}
+            </select>
+          </label>
+
+          <span className="pb-2 text-sm text-gray-400">vs</span>
+
+          <label className="block">
+            <span className="mb-1 block text-xs font-medium text-gray-500 uppercase tracking-wider">Compare (B)</span>
+            <select
+              value={bId}
+              onChange={(e) => setBId(e.target.value)}
+              className="rounded-2xl border border-gray-300 bg-gray-50 px-3 py-2 text-sm text-gray-900 focus:border-brand-400 focus:outline-none focus:ring-1 focus:ring-brand-400"
+            >
+              {sorted.map((v) => (
+                <option key={v.id} value={v.id}>
+                  v{v.versionNumber} {v.label ? `\u2014 ${v.label}` : ""} ({v.status})
+                </option>
+              ))}
+            </select>
+          </label>
+
+          <label className="flex items-center gap-2 pb-2 text-sm text-gray-600">
+            <input
+              type="checkbox"
+              checked={hideUnchanged}
+              onChange={(e) => setHideUnchanged(e.target.checked)}
+              className="rounded border-gray-300"
+            />
+            Hide unchanged
+          </label>
+        </div>
+
+        {aId === bId && (
+          <p className="mt-3 text-sm text-amber-600">Select two different versions to compare.</p>
+        )}
+      </div>
+
+      {diff && (
+        <>
+          {/* Summary cards */}
+          <div className="grid grid-cols-2 gap-4 sm:grid-cols-4 lg:grid-cols-8">
+            <SummaryCard
+              label="Hours"
+              value={formatHoursDelta(diff.summary.totalHoursDelta)}
+              positive={diff.summary.totalHoursDelta <= 0}
+            />
+            <SummaryCard
+              label="Cost"
+              value={formatDelta(diff.summary.totalCostDelta, (v) => formatMoney(v))}
+              positive={diff.summary.totalCostDelta <= 0}
+            />
+            <SummaryCard
+              label="Price"
+              value={formatDelta(diff.summary.totalPriceDelta, (v) => formatMoney(v))}
+              positive={diff.summary.totalPriceDelta >= 0}
+            />
+            <SummaryCard
+              label="Margin"
+              value={`${diff.summary.marginPercentB.toFixed(1)}% (${diff.summary.marginPercentDelta >= 0 ? "+" : ""}${diff.summary.marginPercentDelta.toFixed(1)}pp)`}
+              positive={diff.summary.marginPercentDelta >= 0}
+            />
+            <SummaryCard label="Lines +" value={`+${diff.summary.linesAdded}`} positive />
+            <SummaryCard label="Lines -" value={`-${diff.summary.linesRemoved}`} positive={diff.summary.linesRemoved === 0} />
+            <SummaryCard label="Lines ~" value={String(diff.summary.linesChanged)} positive={diff.summary.linesChanged === 0} />
+            <SummaryCard label="Resources ~" value={String(diff.summary.resourceSnapshotsChanged)} positive={diff.summary.resourceSnapshotsChanged === 0} />
+          </div>
+
+          {/* Demand line diffs */}
+          <div className="rounded-3xl border border-gray-200 bg-white p-5 shadow-sm">
+            <h3 className="mb-3 text-base font-semibold text-gray-900">Demand lines</h3>
+            {filteredDemandDiffs.length === 0 ? (
+              <p className="py-4 text-center text-sm text-gray-400">
+                {hideUnchanged ? "No changes in demand lines." : "No demand lines to compare."}
+              </p>
+            ) : (
+              <div className="overflow-x-auto">
+                <table className="w-full text-left text-sm">
+                  <thead>
+                    <tr className="border-b border-gray-200 text-xs uppercase tracking-wider text-gray-500">
+                      <th className="py-2 pr-3 font-medium">Name</th>
+                      <th className="px-3 py-2 font-medium">Status</th>
+                      <th className="px-3 py-2 text-right font-medium">Hours (A)</th>
+                      <th className="px-3 py-2 text-right font-medium">Hours (B)</th>
+                      <th className="px-3 py-2 text-right font-medium">Hours delta</th>
+                      <th className="px-3 py-2 text-right font-medium">Cost (A)</th>
+                      <th className="px-3 py-2 text-right font-medium">Cost (B)</th>
+                      <th className="px-3 py-2 text-right font-medium">Cost delta</th>
+                      <th className="px-3 py-2 text-right font-medium">Price (A)</th>
+                      <th className="px-3 py-2 text-right font-medium">Price (B)</th>
+                      <th className="pl-3 py-2 text-right font-medium">Price delta</th>
+                    </tr>
+                  </thead>
+                  <tbody>
+                    {filteredDemandDiffs.map((d, i) => (
+                      <tr key={i} className={clsx("border-b border-gray-100", STATUS_ROW_STYLES[d.status])}>
+                        <td className="py-2 pr-3 font-medium text-gray-900">{d.name}</td>
+                        <td className="px-3 py-2">
+                          <span className={clsx("rounded-full px-2 py-0.5 text-xs font-medium", STATUS_BADGE_STYLES[d.status])}>
+                            {d.status}
+                          </span>
+                        </td>
+                        <td className="px-3 py-2 text-right tabular-nums text-gray-700">{d.a?.hours.toFixed(1) ?? "\u2014"}</td>
+                        <td className="px-3 py-2 text-right tabular-nums text-gray-700">{d.b?.hours.toFixed(1) ?? "\u2014"}</td>
+                        <td className={clsx("px-3 py-2 text-right tabular-nums", deltaColor(d.hoursDelta))}>
+                          {d.hoursDelta != null ? formatHoursDelta(d.hoursDelta) : "\u2014"}
+                        </td>
+                        <td className="px-3 py-2 text-right tabular-nums text-gray-700">
+                          {d.a ? formatMoney(d.a.costTotalCents) : "\u2014"}
+                        </td>
+                        <td className="px-3 py-2 text-right tabular-nums text-gray-700">
+                          {d.b ? formatMoney(d.b.costTotalCents) : "\u2014"}
+                        </td>
+                        <td className={clsx("px-3 py-2 text-right tabular-nums", deltaColor(d.costDelta))}>
+                          {d.costDelta != null ? formatDelta(d.costDelta, (v) => formatMoney(v)) : "\u2014"}
+                        </td>
+                        <td className="px-3 py-2 text-right tabular-nums text-gray-700">
+                          {d.a ? formatMoney(d.a.priceTotalCents) : "\u2014"}
+                        </td>
+                        <td className="px-3 py-2 text-right tabular-nums text-gray-700">
+                          {d.b ? formatMoney(d.b.priceTotalCents) : "\u2014"}
+                        </td>
+                        <td className={clsx("pl-3 py-2 text-right tabular-nums", deltaColor(d.priceDelta))}>
+                          {d.priceDelta != null ? formatDelta(d.priceDelta, (v) => formatMoney(v)) : "\u2014"}
+                        </td>
+                      </tr>
+                    ))}
+                  </tbody>
+                </table>
+              </div>
+            )}
+          </div>
+
+          {/* Assumption diffs */}
+          {(filteredAssumptionDiffs.length > 0 || !hideUnchanged) && (
+            <div className="rounded-3xl border border-gray-200 bg-white p-5 shadow-sm">
+              <h3 className="mb-3 text-base font-semibold text-gray-900">Assumptions</h3>
+              {filteredAssumptionDiffs.length === 0 ? (
+                <p className="py-4 text-center text-sm text-gray-400">
+                  {hideUnchanged ? "No changes in assumptions." : "No assumptions to compare."}
+                </p>
+              ) : (
+                <div className="overflow-x-auto">
+                  <table className="w-full text-left text-sm">
+                    <thead>
+                      <tr className="border-b border-gray-200 text-xs uppercase tracking-wider text-gray-500">
+                        <th className="py-2 pr-3 font-medium">Assumption</th>
+                        <th className="px-3 py-2 font-medium">Status</th>
+                        <th className="px-3 py-2 font-medium">Value (A)</th>
+                        <th className="pl-3 py-2 font-medium">Value (B)</th>
+                      </tr>
+                    </thead>
+                    <tbody>
+                      {filteredAssumptionDiffs.map((d) => (
+                        <tr key={d.key} className={clsx("border-b border-gray-100", STATUS_ROW_STYLES[d.status])}>
+                          <td className="py-2 pr-3 font-medium text-gray-900">{d.label}</td>
+                          <td className="px-3 py-2">
+                            <span className={clsx("rounded-full px-2 py-0.5 text-xs font-medium", STATUS_BADGE_STYLES[d.status])}>
+                              {d.status}
+                            </span>
+                          </td>
+                          <td className="px-3 py-2 text-gray-700">{formatAssumptionValue(d.aValue)}</td>
+                          <td className="pl-3 py-2 text-gray-700">{formatAssumptionValue(d.bValue)}</td>
+                        </tr>
+                      ))}
+                    </tbody>
+                  </table>
+                </div>
+              )}
+            </div>
+          )}
+
+          {/* Chapter subtotals */}
+          {diff.chapterSubtotals.length > 0 && (
+            <div className="rounded-3xl border border-gray-200 bg-white p-5 shadow-sm">
+              <h3 className="mb-3 text-base font-semibold text-gray-900">By chapter</h3>
+              <div className="overflow-x-auto">
+                <table className="w-full text-left text-sm">
+                  <thead>
+                    <tr className="border-b border-gray-200 text-xs uppercase tracking-wider text-gray-500">
+                      <th className="py-2 pr-3 font-medium">Chapter</th>
+                      <th className="px-3 py-2 text-right font-medium">Hours (A)</th>
+                      <th className="px-3 py-2 text-right font-medium">Hours (B)</th>
+                      <th className="px-3 py-2 text-right font-medium">Hours delta</th>
+                      <th className="px-3 py-2 text-right font-medium">Cost (A)</th>
+                      <th className="px-3 py-2 text-right font-medium">Cost (B)</th>
+                      <th className="pl-3 py-2 text-right font-medium">Cost delta</th>
+                    </tr>
+                  </thead>
+                  <tbody>
+                    {diff.chapterSubtotals.map((ch) => (
+                      <tr key={ch.chapter} className={clsx("border-b border-gray-100", ch.costDelta !== 0 ? "bg-amber-50" : "")}>
+                        <td className="py-2 pr-3 font-medium text-gray-900">{ch.chapter}</td>
+                        <td className="px-3 py-2 text-right tabular-nums text-gray-700">{ch.hoursA.toFixed(1)}</td>
+                        <td className="px-3 py-2 text-right tabular-nums text-gray-700">{ch.hoursB.toFixed(1)}</td>
+                        <td className={clsx("px-3 py-2 text-right tabular-nums", deltaColor(ch.hoursDelta))}>
+                          {formatHoursDelta(ch.hoursDelta)}
+                        </td>
+                        <td className="px-3 py-2 text-right tabular-nums text-gray-700">{formatMoney(ch.costA)}</td>
+                        <td className="px-3 py-2 text-right tabular-nums text-gray-700">{formatMoney(ch.costB)}</td>
+                        <td className={clsx("pl-3 py-2 text-right tabular-nums", deltaColor(ch.costDelta))}>
+                          {formatDelta(ch.costDelta, (v) => formatMoney(v))}
+                        </td>
+                      </tr>
+                    ))}
+                  </tbody>
+                </table>
+              </div>
+            </div>
+          )}
+
+          {/* Scope item diffs */}
+          {filteredScopeDiffs.length > 0 && (
+            <div className="rounded-3xl border border-gray-200 bg-white p-5 shadow-sm">
+              <h3 className="mb-3 text-base font-semibold text-gray-900">
+                Scope items
+                {(diff.summary.scopeItemsAdded > 0 || diff.summary.scopeItemsRemoved > 0 || diff.summary.scopeItemsChanged > 0) && (
+                  <span className="ml-2 text-sm font-normal text-gray-500">
+                    {diff.summary.scopeItemsAdded > 0 && <span className="text-emerald-600">+{diff.summary.scopeItemsAdded}</span>}
+                    {diff.summary.scopeItemsRemoved > 0 && <span className="ml-2 text-red-600">-{diff.summary.scopeItemsRemoved}</span>}
+                    {diff.summary.scopeItemsChanged > 0 && <span className="ml-2 text-amber-600">~{diff.summary.scopeItemsChanged}</span>}
+                  </span>
+                )}
+              </h3>
+              <div className="overflow-x-auto">
+                <table className="w-full text-left text-sm">
+                  <thead>
+                    <tr className="border-b border-gray-200 text-xs uppercase tracking-wider text-gray-500">
+                      <th className="py-2 pr-3 font-medium">Name</th>
+                      <th className="px-3 py-2 font-medium">Type</th>
+                      <th className="px-3 py-2 font-medium">Status</th>
+                      <th className="px-3 py-2 text-right font-medium">Frames (A)</th>
+                      <th className="px-3 py-2 text-right font-medium">Frames (B)</th>
+                      <th className="px-3 py-2 text-right font-medium">Items (A)</th>
+                      <th className="pl-3 py-2 text-right font-medium">Items (B)</th>
+                    </tr>
+                  </thead>
+                  <tbody>
+                    {filteredScopeDiffs.map((d, i) => (
+                      <tr key={i} className={clsx("border-b border-gray-100", STATUS_ROW_STYLES[d.status])}>
+                        <td className="py-2 pr-3 font-medium text-gray-900">{d.name}</td>
+                        <td className="px-3 py-2 text-gray-600">{d.scopeType}</td>
+                        <td className="px-3 py-2">
+                          <span className={clsx("rounded-full px-2 py-0.5 text-xs font-medium", STATUS_BADGE_STYLES[d.status])}>
+                            {d.status}
+                          </span>
+                        </td>
+                        <td className="px-3 py-2 text-right tabular-nums text-gray-700">{d.a?.frameCount ?? "\u2014"}</td>
+                        <td className="px-3 py-2 text-right tabular-nums text-gray-700">{d.b?.frameCount ?? "\u2014"}</td>
+                        <td className="px-3 py-2 text-right tabular-nums text-gray-700">{d.a?.itemCount ?? "\u2014"}</td>
+                        <td className="pl-3 py-2 text-right tabular-nums text-gray-700">{d.b?.itemCount ?? "\u2014"}</td>
+                      </tr>
+                    ))}
+                  </tbody>
+                </table>
+              </div>
+            </div>
+          )}
+
+          {/* Resource snapshot diffs */}
+          {filteredResourceDiffs.length > 0 && (
+            <div className="rounded-3xl border border-gray-200 bg-white p-5 shadow-sm">
+              <h3 className="mb-3 text-base font-semibold text-gray-900">Resource rates</h3>
+              <div className="overflow-x-auto">
+                <table className="w-full text-left text-sm">
+                  <thead>
+                    <tr className="border-b border-gray-200 text-xs uppercase tracking-wider text-gray-500">
+                      <th className="py-2 pr-3 font-medium">Name</th>
+                      <th className="px-3 py-2 font-medium">Status</th>
+                      <th className="px-3 py-2 text-right font-medium">LCR (A)</th>
+                      <th className="px-3 py-2 text-right font-medium">LCR (B)</th>
+                      <th className="px-3 py-2 text-right font-medium">UCR (A)</th>
+                      <th className="px-3 py-2 text-right font-medium">UCR (B)</th>
+                      <th className="px-3 py-2 font-medium">Location (A)</th>
+                      <th className="pl-3 py-2 font-medium">Location (B)</th>
+                    </tr>
+                  </thead>
+                  <tbody>
+                    {filteredResourceDiffs.map((d, i) => (
+                      <tr key={i} className={clsx("border-b border-gray-100", STATUS_ROW_STYLES[d.status])}>
+                        <td className="py-2 pr-3 font-medium text-gray-900">{d.displayName}</td>
+                        <td className="px-3 py-2">
+                          <span className={clsx("rounded-full px-2 py-0.5 text-xs font-medium", STATUS_BADGE_STYLES[d.status])}>
+                            {d.status}
+                          </span>
+                        </td>
+                        <td className="px-3 py-2 text-right tabular-nums text-gray-700">{d.a ? formatMoney(d.a.lcrCents) : "\u2014"}</td>
+                        <td className="px-3 py-2 text-right tabular-nums text-gray-700">{d.b ? formatMoney(d.b.lcrCents) : "\u2014"}</td>
+                        <td className="px-3 py-2 text-right tabular-nums text-gray-700">{d.a ? formatMoney(d.a.ucrCents) : "\u2014"}</td>
+                        <td className="px-3 py-2 text-right tabular-nums text-gray-700">{d.b ? formatMoney(d.b.ucrCents) : "\u2014"}</td>
+                        <td className="px-3 py-2 text-gray-600">{d.a?.location ?? "\u2014"}</td>
+                        <td className="pl-3 py-2 text-gray-600">{d.b?.location ?? "\u2014"}</td>
+                      </tr>
+                    ))}
+                  </tbody>
+                </table>
+              </div>
+            </div>
+          )}
+        </>
+      )}
+    </div>
+  );
+}
+
+function SummaryCard({
+  label,
+  value,
+  positive,
+}: {
+  label: string;
+  value: string;
+  positive: boolean;
+}) {
+  return (
+    <div className="rounded-3xl border border-gray-200 bg-gray-50 p-4 text-center shadow-sm">
+      <p className="text-xs font-medium uppercase tracking-wider text-gray-500">{label}</p>
+      <p className={clsx("mt-1 text-lg font-semibold tabular-nums", positive ? "text-emerald-700" : "text-red-700")}>
+        {value}
+      </p>
+    </div>
+  );
+}
+
+function deltaColor(delta: number | undefined): string {
+  if (delta == null || delta === 0) return "text-gray-400";
+  return delta > 0 ? "text-red-600" : "text-emerald-600";
+}
+
+function formatAssumptionValue(value: unknown): string {
+  if (value === undefined) return "\u2014";
+  if (value === null) return "null";
+  if (typeof value === "object") return JSON.stringify(value);
+  return String(value);
+}

apps/web/src/components/estimates/WeeklyPhasingView.tsx

@@ -0,0 +1,438 @@
+"use client";
+
+import { useMemo, useState } from "react";
+import { clsx } from "clsx";
+import { trpc } from "~/lib/trpc/client.js";
+
+interface WeeklyPhasingViewProps {
+  estimateId: string;
+  canEdit: boolean;
+}
+
+type ViewMode = "by_line" | "by_chapter";
+type PhasingPattern = "even" | "front_loaded" | "back_loaded";
+
+function getDefaultDateRange(): { start: string; end: string } {
+  const now = new Date();
+  const start = `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}-01`;
+  const endDate = new Date(now.getFullYear(), now.getMonth() + 6, 0);
+  const end = `${endDate.getFullYear()}-${String(endDate.getMonth() + 1).padStart(2, "0")}-${String(endDate.getDate()).padStart(2, "0")}`;
+  return { start, end };
+}
+
+function heatColor(hours: number, maxHours: number): string {
+  if (hours === 0 || maxHours === 0) return "";
+  const ratio = Math.min(hours / maxHours, 1);
+  if (ratio < 0.25) return "bg-blue-50";
+  if (ratio < 0.5) return "bg-blue-100";
+  if (ratio < 0.75) return "bg-blue-200";
+  return "bg-blue-300";
+}
+
+export function WeeklyPhasingView({ estimateId, canEdit }: WeeklyPhasingViewProps) {
+  const defaults = getDefaultDateRange();
+  const [startDate, setStartDate] = useState(defaults.start);
+  const [endDate, setEndDate] = useState(defaults.end);
+  const [pattern, setPattern] = useState<PhasingPattern>("even");
+  const [viewMode, setViewMode] = useState<ViewMode>("by_line");
+
+  const utils = trpc.useUtils();
+
+  const phasingQuery = trpc.estimate.getWeeklyPhasing.useQuery(
+    { estimateId },
+    { staleTime: 30_000 },
+  );
+
+  const generateMutation = trpc.estimate.generateWeeklyPhasing.useMutation({
+    onSuccess: () => {
+      void utils.estimate.getWeeklyPhasing.invalidate({ estimateId });
+      void utils.estimate.getById.invalidate({ id: estimateId });
+    },
+  });
+
+  const data = phasingQuery.data;
+
+  // Compute max hours for heat-map coloring
+  const maxHours = useMemo(() => {
+    if (!data?.hasPhasing) return 0;
+    let max = 0;
+    for (const line of data.lines) {
+      for (const h of Object.values(line.weeklyHours)) {
+        if (h > max) max = h;
+      }
+    }
+    return max;
+  }, [data]);
+
+  // Compute column totals
+  const columnTotals = useMemo(() => {
+    if (!data?.hasPhasing) return {};
+    const totals: Record<string, number> = {};
+    for (const line of data.lines) {
+      for (const [weekKey, hours] of Object.entries(line.weeklyHours)) {
+        totals[weekKey] = Math.round(((totals[weekKey] ?? 0) + hours) * 100) / 100;
+      }
+    }
+    return totals;
+  }, [data]);
+
+  // Compute chapter column totals
+  const chapterColumnTotals = useMemo(() => {
+    if (!data?.hasPhasing) return {};
+    const totals: Record<string, number> = {};
+    for (const chapterHours of Object.values(data.chapterAggregation)) {
+      for (const [weekKey, hours] of Object.entries(chapterHours)) {
+        totals[weekKey] = Math.round(((totals[weekKey] ?? 0) + hours) * 100) / 100;
+      }
+    }
+    return totals;
+  }, [data]);
+
+  // Compute max hours for chapter view
+  const maxChapterHours = useMemo(() => {
+    if (!data?.hasPhasing) return 0;
+    let max = 0;
+    for (const chapterHours of Object.values(data.chapterAggregation)) {
+      for (const h of Object.values(chapterHours)) {
+        if (h > max) max = h;
+      }
+    }
+    return max;
+  }, [data]);
+
+  const handleGenerate = () => {
+    generateMutation.mutate({
+      estimateId,
+      startDate,
+      endDate,
+      pattern,
+    });
+  };
+
+  // Use config dates from existing phasing if available
+  const effectiveStart = data?.hasPhasing ? data.config.startDate : startDate;
+  const effectiveEnd = data?.hasPhasing ? data.config.endDate : endDate;
+
+  return (
+    <div className="space-y-6">
+      {/* Header / Controls */}
+      <div className="rounded-3xl border border-gray-200 bg-white p-6">
+        <h3 className="mb-4 text-lg font-semibold text-gray-900">
+          Weekly Phasing (4Dispo)
+        </h3>
+
+        {canEdit && (
+          <div className="flex flex-wrap items-end gap-4">
+            <div>
+              <label className="mb-1 block text-sm font-medium text-gray-700">
+                Start Date
+              </label>
+              <input
+                type="date"
+                value={data?.hasPhasing ? effectiveStart : startDate}
+                onChange={(e) => setStartDate(e.target.value)}
+                className="rounded-lg border border-gray-300 px-3 py-2 text-sm"
+              />
+            </div>
+            <div>
+              <label className="mb-1 block text-sm font-medium text-gray-700">
+                End Date
+              </label>
+              <input
+                type="date"
+                value={data?.hasPhasing ? effectiveEnd : endDate}
+                onChange={(e) => setEndDate(e.target.value)}
+                className="rounded-lg border border-gray-300 px-3 py-2 text-sm"
+              />
+            </div>
+            <div>
+              <label className="mb-1 block text-sm font-medium text-gray-700">
+                Pattern
+              </label>
+              <select
+                value={pattern}
+                onChange={(e) => setPattern(e.target.value as PhasingPattern)}
+                className="rounded-lg border border-gray-300 px-3 py-2 text-sm"
+              >
+                <option value="even">Even Distribution</option>
+                <option value="front_loaded">Front Loaded (60/40)</option>
+                <option value="back_loaded">Back Loaded (40/60)</option>
+              </select>
+            </div>
+            <button
+              type="button"
+              onClick={handleGenerate}
+              disabled={generateMutation.isPending}
+              className={clsx(
+                "rounded-lg px-4 py-2 text-sm font-medium text-white",
+                generateMutation.isPending
+                  ? "cursor-not-allowed bg-gray-400"
+                  : "bg-sky-600 hover:bg-sky-700",
+              )}
+            >
+              {generateMutation.isPending ? "Generating..." : "Generate Phasing"}
+            </button>
+          </div>
+        )}
+
+        {generateMutation.isError && (
+          <p className="mt-2 text-sm text-red-600">
+            {generateMutation.error.message}
+          </p>
+        )}
+
+        {generateMutation.isSuccess && (
+          <p className="mt-2 text-sm text-emerald-600">
+            Phasing generated for {generateMutation.data.linesUpdated} demand
+            lines.
+          </p>
+        )}
+      </div>
+
+      {/* View toggle */}
+      {data?.hasPhasing && (
+        <div className="flex items-center gap-2">
+          <button
+            type="button"
+            onClick={() => setViewMode("by_line")}
+            className={clsx(
+              "rounded-lg px-3 py-1.5 text-sm font-medium",
+              viewMode === "by_line"
+                ? "bg-sky-100 text-sky-700"
+                : "bg-gray-100 text-gray-600 hover:bg-gray-200",
+            )}
+          >
+            By Line
+          </button>
+          <button
+            type="button"
+            onClick={() => setViewMode("by_chapter")}
+            className={clsx(
+              "rounded-lg px-3 py-1.5 text-sm font-medium",
+              viewMode === "by_chapter"
+                ? "bg-sky-100 text-sky-700"
+                : "bg-gray-100 text-gray-600 hover:bg-gray-200",
+            )}
+          >
+            By Chapter
+          </button>
+        </div>
+      )}
+
+      {/* Phasing Grid */}
+      {phasingQuery.isLoading && (
+        <div className="rounded-3xl border border-gray-200 bg-white p-8 text-center text-gray-500">
+          Loading phasing data...
+        </div>
+      )}
+
+      {data && !data.hasPhasing && (
+        <div className="rounded-3xl border border-gray-200 bg-white p-8 text-center text-gray-500">
+          No weekly phasing generated yet. Use the controls above to generate a
+          phasing distribution.
+        </div>
+      )}
+
+      {data?.hasPhasing && viewMode === "by_line" && (
+        <div className="rounded-3xl border border-gray-200 bg-white overflow-hidden">
+          <div className="overflow-x-auto">
+            <table className="w-full text-sm">
+              <thead>
+                <tr className="border-b border-gray-200 bg-gray-50">
+                  <th className="sticky left-0 z-10 bg-gray-50 px-4 py-3 text-left font-medium text-gray-700 min-w-[200px]">
+                    Demand Line
+                  </th>
+                  {data.weeks.map((week) => {
+                    const key = `${week.year}-W${String(week.weekNumber).padStart(2, "0")}`;
+                    return (
+                      <th
+                        key={key}
+                        className="px-3 py-3 text-right font-medium text-gray-600 min-w-[80px] whitespace-nowrap"
+                      >
+                        {week.label}
+                      </th>
+                    );
+                  })}
+                  <th className="sticky right-0 z-10 bg-gray-50 px-4 py-3 text-right font-semibold text-gray-700 min-w-[90px]">
+                    Total
+                  </th>
+                </tr>
+              </thead>
+              <tbody>
+                {data.lines.map((line) => {
+                  const lineTotal = Object.values(line.weeklyHours).reduce(
+                    (sum, h) => sum + h,
+                    0,
+                  );
+                  return (
+                    <tr
+                      key={line.id}
+                      className="border-b border-gray-100 hover:bg-gray-50/50"
+                    >
+                      <td className="sticky left-0 z-10 bg-white px-4 py-2 font-medium text-gray-900">
+                        <div className="truncate max-w-[200px]" title={line.name}>
+                          {line.name}
+                        </div>
+                        {line.chapter && (
+                          <div className="text-xs text-gray-500">
+                            {line.chapter}
+                          </div>
+                        )}
+                      </td>
+                      {data.weeks.map((week) => {
+                        const key = `${week.year}-W${String(week.weekNumber).padStart(2, "0")}`;
+                        const hours = line.weeklyHours[key] ?? 0;
+                        return (
+                          <td
+                            key={key}
+                            className={clsx(
+                              "px-3 py-2 text-right tabular-nums",
+                              heatColor(hours, maxHours),
+                            )}
+                          >
+                            {hours > 0 ? hours.toFixed(1) : "-"}
+                          </td>
+                        );
+                      })}
+                      <td className="sticky right-0 z-10 bg-white px-4 py-2 text-right font-semibold tabular-nums text-gray-900">
+                        {lineTotal.toFixed(1)}
+                      </td>
+                    </tr>
+                  );
+                })}
+              </tbody>
+              <tfoot>
+                <tr className="border-t-2 border-gray-300 bg-gray-50 font-semibold">
+                  <td className="sticky left-0 z-10 bg-gray-50 px-4 py-3 text-gray-700">
+                    Total
+                  </td>
+                  {data.weeks.map((week) => {
+                    const key = `${week.year}-W${String(week.weekNumber).padStart(2, "0")}`;
+                    const total = columnTotals[key] ?? 0;
+                    return (
+                      <td
+                        key={key}
+                        className="px-3 py-3 text-right tabular-nums text-gray-900"
+                      >
+                        {total > 0 ? total.toFixed(1) : "-"}
+                      </td>
+                    );
+                  })}
+                  <td className="sticky right-0 z-10 bg-gray-50 px-4 py-3 text-right tabular-nums text-gray-900">
+                    {Object.values(columnTotals)
+                      .reduce((sum, h) => sum + h, 0)
+                      .toFixed(1)}
+                  </td>
+                </tr>
+              </tfoot>
+            </table>
+          </div>
+        </div>
+      )}
+
+      {data?.hasPhasing && viewMode === "by_chapter" && (
+        <div className="rounded-3xl border border-gray-200 bg-white overflow-hidden">
+          <div className="overflow-x-auto">
+            <table className="w-full text-sm">
+              <thead>
+                <tr className="border-b border-gray-200 bg-gray-50">
+                  <th className="sticky left-0 z-10 bg-gray-50 px-4 py-3 text-left font-medium text-gray-700 min-w-[200px]">
+                    Chapter
+                  </th>
+                  {data.weeks.map((week) => {
+                    const key = `${week.year}-W${String(week.weekNumber).padStart(2, "0")}`;
+                    return (
+                      <th
+                        key={key}
+                        className="px-3 py-3 text-right font-medium text-gray-600 min-w-[80px] whitespace-nowrap"
+                      >
+                        {week.label}
+                      </th>
+                    );
+                  })}
+                  <th className="sticky right-0 z-10 bg-gray-50 px-4 py-3 text-right font-semibold text-gray-700 min-w-[90px]">
+                    Total
+                  </th>
+                </tr>
+              </thead>
+              <tbody>
+                {Object.entries(data.chapterAggregation)
+                  .sort(([a], [b]) => a.localeCompare(b))
+                  .map(([chapter, weeklyHours]) => {
+                    const chapterTotal = Object.values(weeklyHours).reduce(
+                      (sum, h) => sum + h,
+                      0,
+                    );
+                    return (
+                      <tr
+                        key={chapter}
+                        className="border-b border-gray-100 hover:bg-gray-50/50"
+                      >
+                        <td className="sticky left-0 z-10 bg-white px-4 py-2 font-medium text-gray-900">
+                          {chapter}
+                        </td>
+                        {data.weeks.map((week) => {
+                          const key = `${week.year}-W${String(week.weekNumber).padStart(2, "0")}`;
+                          const hours = weeklyHours[key] ?? 0;
+                          return (
+                            <td
+                              key={key}
+                              className={clsx(
+                                "px-3 py-2 text-right tabular-nums",
+                                heatColor(hours, maxChapterHours),
+                              )}
+                            >
+                              {hours > 0 ? hours.toFixed(1) : "-"}
+                            </td>
+                          );
+                        })}
+                        <td className="sticky right-0 z-10 bg-white px-4 py-2 text-right font-semibold tabular-nums text-gray-900">
+                          {chapterTotal.toFixed(1)}
+                        </td>
+                      </tr>
+                    );
+                  })}
+              </tbody>
+              <tfoot>
+                <tr className="border-t-2 border-gray-300 bg-gray-50 font-semibold">
+                  <td className="sticky left-0 z-10 bg-gray-50 px-4 py-3 text-gray-700">
+                    Total
+                  </td>
+                  {data.weeks.map((week) => {
+                    const key = `${week.year}-W${String(week.weekNumber).padStart(2, "0")}`;
+                    const total = chapterColumnTotals[key] ?? 0;
+                    return (
+                      <td
+                        key={key}
+                        className="px-3 py-3 text-right tabular-nums text-gray-900"
+                      >
+                        {total > 0 ? total.toFixed(1) : "-"}
+                      </td>
+                    );
+                  })}
+                  <td className="sticky right-0 z-10 bg-gray-50 px-4 py-3 text-right tabular-nums text-gray-900">
+                    {Object.values(chapterColumnTotals)
+                      .reduce((sum, h) => sum + h, 0)
+                      .toFixed(1)}
+                  </td>
+                </tr>
+              </tfoot>
+            </table>
+          </div>
+        </div>
+      )}
+
+      {/* Info about current phasing config */}
+      {data?.hasPhasing && data.config && (
+        <div className="rounded-3xl border border-gray-200 bg-white p-4">
+          <p className="text-sm text-gray-600">
+            <span className="font-medium">Current phasing:</span>{" "}
+            {data.config.pattern.replace("_", " ")} distribution from{" "}
+            {data.config.startDate} to {data.config.endDate} across{" "}
+            {data.weeks.length} weeks, {data.lines.length} demand lines.
+          </p>
+        </div>
+      )}
+    </div>
+  );
+}

apps/web/src/components/layout/AppShell.tsx

@@ -0,0 +1,175 @@
+"use client";
+
+import { signOut } from "next-auth/react";
+import Link from "next/link";
+import type { Route } from "next";
+import { usePathname } from "next/navigation";
+import { clsx } from "clsx";
+import { Suspense, useState } from "react";
+import { PreferencesModal } from "./PreferencesModal.js";
+import { ThemeProvider } from "./ThemeProvider.js";
+import { NotificationBell } from "../notifications/NotificationBell.js";
+import { NavProgressBar } from "~/components/ui/NavProgressBar.js";
+
+const allNavItems = [
+  { href: "/dashboard", label: "Dashboard", icon: "📊", roles: ["ADMIN", "MANAGER", "CONTROLLER", "USER", "VIEWER"] },
+  { href: "/resources", label: "Resources", icon: "👥", roles: ["ADMIN", "MANAGER", "CONTROLLER"] },
+  { href: "/projects", label: "Projects", icon: "📋", roles: ["ADMIN", "MANAGER", "CONTROLLER", "VIEWER"] },
+  { href: "/estimates", label: "Estimates", icon: "🧮", roles: ["ADMIN", "MANAGER", "CONTROLLER", "USER", "VIEWER"] },
+  { href: "/allocations", label: "Allocations", icon: "📅", roles: ["ADMIN", "MANAGER", "CONTROLLER"] },
+  { href: "/timeline", label: "Timeline", icon: "🗓️", roles: ["ADMIN", "MANAGER", "CONTROLLER", "USER", "VIEWER"] },
+  { href: "/staffing", label: "Staffing", icon: "🎯", roles: ["ADMIN", "MANAGER"] },
+  { href: "/vacations", label: "Vacations", icon: "🏖️", roles: ["ADMIN", "MANAGER"] },
+  { href: "/vacations/my", label: "My Vacations", icon: "🌴", roles: ["ADMIN", "MANAGER", "CONTROLLER", "USER", "VIEWER"] },
+  { href: "/roles", label: "Roles", icon: "🏷️", roles: ["ADMIN", "MANAGER", "CONTROLLER"] },
+  { href: "/analytics/skills", label: "Skills Analytics", icon: "📈", roles: ["ADMIN", "MANAGER", "CONTROLLER", "VIEWER"] },
+  { href: "/reports/chargeability", label: "Chargeability", icon: "📊", roles: ["ADMIN", "MANAGER", "CONTROLLER"] },
+];
+
+const adminNavItems = [
+  { href: "/admin/blueprints", label: "Blueprints", icon: "🏗️" },
+  { href: "/admin/countries", label: "Countries", icon: "🌍" },
+  { href: "/admin/org-units", label: "Org Units", icon: "🏢" },
+  { href: "/admin/utilization-categories", label: "Util. Categories", icon: "📊" },
+  { href: "/admin/clients", label: "Clients", icon: "🏦" },
+  { href: "/admin/rate-cards", label: "Rate Cards", icon: "💲" },
+  { href: "/admin/effort-rules", label: "Effort Rules", icon: "📐" },
+  { href: "/admin/experience-multipliers", label: "Exp. Multipliers", icon: "📈" },
+  { href: "/admin/management-levels", label: "Mgmt Levels", icon: "📶" },
+  { href: "/admin/users", label: "Users", icon: "👤" },
+  { href: "/admin/settings", label: "Settings", icon: "⚙️" },
+  { href: "/admin/skill-import", label: "Skill Import", icon: "📥" },
+];
+
+const managerNavItems = [
+  { href: "/admin/vacations", label: "Vacation Mgmt", icon: "🏖️" },
+];
+
+function Sidebar({ userRole }: { userRole: string }) {
+  const pathname = usePathname();
+  const [prefsOpen, setPrefsOpen] = useState(false);
+
+  const visibleNavItems = allNavItems.filter((item) => item.roles.includes(userRole));
+  const showAdmin = userRole === "ADMIN";
+  const showManagerSection = userRole === "ADMIN" || userRole === "MANAGER";
+
+  return (
+    <>
+      <nav className="w-64 bg-white dark:bg-gray-900 border-r border-gray-200 dark:border-gray-800 flex flex-col shrink-0">
+        {/* Logo */}
+        <div className="p-6 border-b border-gray-200 dark:border-gray-800">
+          <h1 className="text-xl font-bold text-gray-900 dark:text-gray-50">
+            Pl<span className="text-brand-600">anarchy</span>
+          </h1>
+          <p className="text-xs text-gray-500 dark:text-gray-500 mt-1">Resource Planning</p>
+        </div>
+
+        {/* Nav links */}
+        <div className="flex-1 p-4 space-y-1 overflow-y-auto">
+          {visibleNavItems.map((item) => (
+            <Link
+              key={item.href}
+              href={item.href as Route}
+              className={clsx(
+                "flex items-center gap-3 px-3 py-2 rounded-lg text-sm font-medium transition-colors",
+                pathname.startsWith(item.href)
+                  ? "bg-brand-50 dark:bg-brand-900/30 text-brand-700 dark:text-brand-400"
+                  : "text-gray-600 dark:text-gray-400 hover:bg-gray-100 dark:hover:bg-gray-800",
+              )}
+            >
+              <span>{item.icon}</span>
+              {item.label}
+            </Link>
+          ))}
+
+          {showManagerSection && (
+            <>
+              <div className="pt-3 pb-1">
+                <div className="border-t border-gray-200 dark:border-gray-700 pt-3">
+                  <span className="px-3 text-xs font-semibold uppercase tracking-wider text-gray-400 dark:text-gray-500">
+                    {showAdmin ? "Admin" : "Management"}
+                  </span>
+                </div>
+              </div>
+              {showAdmin && adminNavItems.map((item) => (
+                <Link
+                  key={item.href}
+                  href={item.href as Route}
+                  className={clsx(
+                    "flex items-center gap-3 px-3 py-2 rounded-lg text-sm font-medium transition-colors",
+                    pathname.startsWith(item.href)
+                      ? "bg-brand-50 dark:bg-brand-900/30 text-brand-700 dark:text-brand-400"
+                      : "text-gray-600 dark:text-gray-400 hover:bg-gray-100 dark:hover:bg-gray-800",
+                  )}
+                >
+                  <span>{item.icon}</span>
+                  {item.label}
+                </Link>
+              ))}
+              {managerNavItems.map((item) => (
+                <Link
+                  key={item.href}
+                  href={item.href as Route}
+                  className={clsx(
+                    "flex items-center gap-3 px-3 py-2 rounded-lg text-sm font-medium transition-colors",
+                    pathname.startsWith(item.href)
+                      ? "bg-brand-50 dark:bg-brand-900/30 text-brand-700 dark:text-brand-400"
+                      : "text-gray-600 dark:text-gray-400 hover:bg-gray-100 dark:hover:bg-gray-800",
+                  )}
+                >
+                  <span>{item.icon}</span>
+                  {item.label}
+                </Link>
+              ))}
+            </>
+          )}
+        </div>
+
+        {/* Bottom actions */}
+        <div className="p-4 border-t border-gray-200 dark:border-gray-800 space-y-1">
+          <div className="flex items-center gap-2 px-3 py-1">
+            <NotificationBell />
+            <span className="text-xs text-gray-400 dark:text-gray-500">Notifications</span>
+          </div>
+          <button
+            type="button"
+            onClick={() => setPrefsOpen(true)}
+            className="w-full flex items-center gap-3 px-3 py-2 text-sm text-gray-600 dark:text-gray-400 hover:bg-gray-100 dark:hover:bg-gray-800 rounded-lg transition-colors"
+          >
+            <svg className="w-4 h-4 shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+              <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M10.325 4.317c.426-1.756 2.924-1.756 3.35 0a1.724 1.724 0 002.573 1.066c1.543-.94 3.31.826 2.37 2.37a1.724 1.724 0 001.065 2.572c1.756.426 1.756 2.924 0 3.35a1.724 1.724 0 00-1.066 2.573c.94 1.543-.826 3.31-2.37 2.37a1.724 1.724 0 00-2.572 1.065c-.426 1.756-2.924 1.756-3.35 0a1.724 1.724 0 00-2.573-1.066c-1.543.94-3.31-.826-2.37-2.37a1.724 1.724 0 00-1.065-2.572c-1.756-.426-1.756-2.924 0-3.35a1.724 1.724 0 001.066-2.573c-.94-1.543.826-3.31 2.37-2.37.996.608 2.296.07 2.572-1.065z" />
+              <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M15 12a3 3 0 11-6 0 3 3 0 016 0z" />
+            </svg>
+            Preferences
+          </button>
+          <button
+            type="button"
+            onClick={() => void signOut({ callbackUrl: "/auth/signin" })}
+            className="w-full flex items-center gap-3 px-3 py-2 text-sm text-gray-600 dark:text-gray-400 hover:bg-gray-100 dark:hover:bg-gray-800 rounded-lg transition-colors"
+          >
+            <svg className="w-4 h-4 shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+              <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M17 16l4-4m0 0l-4-4m4 4H7m6 4v1a3 3 0 01-3 3H6a3 3 0 01-3-3V7a3 3 0 013-3h4a3 3 0 013 3v1" />
+            </svg>
+            Sign out
+          </button>
+        </div>
+      </nav>
+
+      {prefsOpen && <PreferencesModal onClose={() => setPrefsOpen(false)} />}
+    </>
+  );
+}
+
+export function AppShell({ children, userRole = "USER" }: { children: React.ReactNode; userRole?: string }) {
+  return (
+    <ThemeProvider>
+      <Suspense>
+        <NavProgressBar />
+      </Suspense>
+      <div className="flex h-screen bg-gray-50 dark:bg-gray-950">
+        <Sidebar userRole={userRole} />
+        <main className="flex-1 overflow-auto">{children}</main>
+      </div>
+    </ThemeProvider>
+  );
+}

apps/web/src/components/layout/PreferencesModal.tsx

@@ -0,0 +1,258 @@
+"use client";
+
+import { useTheme } from "~/hooks/useTheme.js";
+import type { AccentColor, ThemeMode } from "~/hooks/useTheme.js";
+import { useAppPreferences, type HeatmapColorScheme } from "~/hooks/useAppPreferences.js";
+import { clsx } from "clsx";
+
+interface PreferencesModalProps {
+  onClose: () => void;
+}
+
+const ACCENT_OPTIONS: { value: AccentColor; label: string; swatch: string }[] = [
+  { value: "sky", label: "Sky", swatch: "#0284c7" },
+  { value: "indigo", label: "Indigo", swatch: "#4f46e5" },
+  { value: "violet", label: "Violet", swatch: "#7c3aed" },
+  { value: "emerald", label: "Emerald", swatch: "#059669" },
+  { value: "rose", label: "Rose", swatch: "#e11d48" },
+  { value: "amber", label: "Amber", swatch: "#d97706" },
+];
+
+export function PreferencesModal({ onClose }: PreferencesModalProps) {
+  const { prefs, setMode, setAccent } = useTheme();
+  const { prefs: appPrefs, setHideCompletedProjects, setTimelineDisplayMode, setHeatmapColorScheme } = useAppPreferences();
+
+  return (
+    <div
+      className="fixed inset-0 bg-black/50 z-50 flex items-end sm:items-center justify-center p-4"
+      onClick={(e) => { if (e.target === e.currentTarget) onClose(); }}
+    >
+      <div className="bg-white dark:bg-gray-800 rounded-2xl shadow-2xl w-full max-w-sm">
+        {/* Header */}
+        <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200 dark:border-gray-700">
+          <h2 className="text-base font-semibold text-gray-900 dark:text-gray-100">Preferences</h2>
+          <button
+            type="button"
+            onClick={onClose}
+            className="text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 text-2xl leading-none"
+          >
+            ×
+          </button>
+        </div>
+
+        <div className="px-6 py-5 space-y-6">
+          {/* Theme mode */}
+          <div>
+            <label className="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-3">
+              Appearance
+            </label>
+            <div className="grid grid-cols-2 gap-2">
+              {(["light", "dark"] as ThemeMode[]).map((mode) => (
+                <button
+                  key={mode}
+                  type="button"
+                  onClick={() => setMode(mode)}
+                  className={clsx(
+                    "flex items-center justify-center gap-2 px-4 py-3 rounded-xl border-2 text-sm font-medium transition-all",
+                    prefs.mode === mode
+                      ? "border-brand-600 bg-brand-50 text-brand-700 dark:bg-brand-900/30 dark:text-brand-400"
+                      : "border-gray-200 dark:border-gray-700 text-gray-600 dark:text-gray-400 hover:border-gray-300 dark:hover:border-gray-600",
+                  )}
+                >
+                  {mode === "light" ? (
+                    <>
+                      <svg className="w-4 h-4" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+                        <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M12 3v1m0 16v1m9-9h-1M4 12H3m15.364 6.364l-.707-.707M6.343 6.343l-.707-.707m12.728 0l-.707.707M6.343 17.657l-.707.707M16 12a4 4 0 11-8 0 4 4 0 018 0z" />
+                      </svg>
+                      Light
+                    </>
+                  ) : (
+                    <>
+                      <svg className="w-4 h-4" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+                        <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M20.354 15.354A9 9 0 018.646 3.646 9.003 9.003 0 0012 21a9.003 9.003 0 008.354-5.646z" />
+                      </svg>
+                      Dark
+                    </>
+                  )}
+                </button>
+              ))}
+            </div>
+          </div>
+
+          {/* Accent color */}
+          <div>
+            <label className="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-3">
+              Highlight Color
+            </label>
+            <div className="grid grid-cols-3 gap-2">
+              {ACCENT_OPTIONS.map((opt) => (
+                <button
+                  key={opt.value}
+                  type="button"
+                  onClick={() => setAccent(opt.value)}
+                  className={clsx(
+                    "flex items-center gap-2 px-3 py-2.5 rounded-xl border-2 text-xs font-medium transition-all",
+                    prefs.accent === opt.value
+                      ? "border-brand-600 bg-brand-50 dark:bg-gray-700"
+                      : "border-gray-200 dark:border-gray-700 text-gray-600 dark:text-gray-400 hover:border-gray-300 dark:hover:border-gray-600",
+                  )}
+                >
+                  <span
+                    className="w-4 h-4 rounded-full shrink-0"
+                    style={{
+                      backgroundColor: opt.swatch,
+                      boxShadow: prefs.accent === opt.value ? `0 0 0 2px white, 0 0 0 4px ${opt.swatch}` : "none",
+                    }}
+                  />
+                  <span className="text-gray-700 dark:text-gray-300">{opt.label}</span>
+                  {prefs.accent === opt.value && (
+                    <svg className="w-3 h-3 ml-auto text-brand-600 shrink-0" fill="currentColor" viewBox="0 0 24 24">
+                      <path fillRule="evenodd" d="M20.707 5.293a1 1 0 010 1.414l-11 11a1 1 0 01-1.414 0l-5-5a1 1 0 011.414-1.414L9 15.586 19.293 5.293a1 1 0 011.414 0z" clipRule="evenodd" />
+                    </svg>
+                  )}
+                </button>
+              ))}
+            </div>
+          </div>
+
+          {/* Timeline defaults */}
+          <div>
+            <label className="block text-sm font-medium text-gray-700 dark:text-gray-300 mb-3">
+              Timeline
+            </label>
+
+            {/* Display mode */}
+            <div className="mb-4">
+              <p className="text-xs text-gray-500 dark:text-gray-400 mb-2">Row display style</p>
+              <div className="grid grid-cols-3 gap-2">
+                {([
+                  { value: "strip",   label: "Strips",   desc: "Classic Gantt blocks" },
+                  { value: "bar",     label: "Bars",     desc: "Daily stacked hours"  },
+                  { value: "heatmap", label: "Heatmap",  desc: "Utilisation colours"  },
+                ] as const).map((opt) => (
+                  <button
+                    key={opt.value}
+                    type="button"
+                    onClick={() => setTimelineDisplayMode(opt.value)}
+                    className={clsx(
+                      "flex flex-col items-center gap-1 px-3 py-2.5 rounded-xl border-2 text-xs font-medium transition-all",
+                      appPrefs.timelineDisplayMode === opt.value
+                        ? "border-brand-600 bg-brand-50 text-brand-700 dark:bg-brand-900/30 dark:text-brand-400"
+                        : "border-gray-200 dark:border-gray-700 text-gray-600 dark:text-gray-400 hover:border-gray-300 dark:hover:border-gray-600",
+                    )}
+                  >
+                    {/* Miniature icon */}
+                    {opt.value === "strip" ? (
+                      <svg width="32" height="16" viewBox="0 0 32 16" className="opacity-70">
+                        <rect x="2" y="4" width="12" height="8" rx="2" fill="currentColor" opacity="0.6" />
+                        <rect x="18" y="4" width="12" height="8" rx="2" fill="currentColor" opacity="0.4" />
+                      </svg>
+                    ) : opt.value === "bar" ? (
+                      <svg width="32" height="16" viewBox="0 0 32 16" className="opacity-70">
+                        <rect x="2" y="8" width="5" height="8" rx="1" fill="currentColor" opacity="0.6" />
+                        <rect x="9" y="4" width="5" height="12" rx="1" fill="currentColor" opacity="0.5" />
+                        <rect x="16" y="6" width="5" height="10" rx="1" fill="currentColor" opacity="0.7" />
+                        <rect x="23" y="2" width="5" height="14" rx="1" fill="currentColor" opacity="0.4" />
+                      </svg>
+                    ) : (
+                      <svg width="32" height="16" viewBox="0 0 32 16" className="opacity-70">
+                        <rect x="0"  y="0" width="8"  height="16" fill="#22c55e" opacity="0.5" />
+                        <rect x="8"  y="0" width="8"  height="16" fill="#eab308" opacity="0.5" />
+                        <rect x="16" y="0" width="8"  height="16" fill="#f97316" opacity="0.5" />
+                        <rect x="24" y="0" width="8"  height="16" fill="#ef4444" opacity="0.6" />
+                        <rect x="2" y="4" width="10" height="8" rx="1" fill="white" opacity="0.7" />
+                        <rect x="18" y="4" width="10" height="8" rx="1" fill="white" opacity="0.5" />
+                      </svg>
+                    )}
+                    <span>{opt.label}</span>
+                    <span className="font-normal text-[10px] opacity-70">{opt.desc}</span>
+                  </button>
+                ))}
+              </div>
+            </div>
+            {/* Heatmap color scheme */}
+            <div className="mb-4">
+              <p className="text-xs text-gray-500 dark:text-gray-400 mb-2">Heatmap color scale</p>
+              <div className="grid grid-cols-2 gap-2">
+                {([
+                  {
+                    value: "green-red" as HeatmapColorScheme,
+                    label: "Green → Red",
+                    stops: ["#22c55e","#84cc16","#facc15","#f97316","#ef4444"],
+                  },
+                  {
+                    value: "blue-orange" as HeatmapColorScheme,
+                    label: "Blue → Orange",
+                    stops: ["#38bdf8","#3b82f6","#fbbf24","#f97316","#ef4444"],
+                  },
+                  {
+                    value: "purple-yellow" as HeatmapColorScheme,
+                    label: "Purple → Yellow",
+                    stops: ["#a78bfa","#8b5cf6","#facc15","#f59e0b","#ef4444"],
+                  },
+                  {
+                    value: "mono" as HeatmapColorScheme,
+                    label: "Monochrome",
+                    stops: ["#9ca3af","#6b7280","#4b5563","#374151","#111827"],
+                  },
+                ]).map((opt) => (
+                  <button
+                    key={opt.value}
+                    type="button"
+                    onClick={() => setHeatmapColorScheme(opt.value)}
+                    className={clsx(
+                      "flex flex-col gap-1.5 px-2.5 py-2 rounded-xl border-2 text-xs font-medium transition-all text-left",
+                      appPrefs.heatmapColorScheme === opt.value
+                        ? "border-brand-600 bg-brand-50 dark:bg-brand-900/30"
+                        : "border-gray-200 dark:border-gray-700 text-gray-600 dark:text-gray-400 hover:border-gray-300",
+                    )}
+                  >
+                    {/* Gradient swatch */}
+                    <div className="flex rounded overflow-hidden w-full h-3">
+                      {opt.stops.map((c) => (
+                        <div key={c} className="flex-1" style={{ backgroundColor: c }} />
+                      ))}
+                    </div>
+                    <span className="text-gray-700 dark:text-gray-300">{opt.label}</span>
+                  </button>
+                ))}
+              </div>
+            </div>
+
+            <label className="flex items-start gap-3 cursor-pointer">
+              <div className="relative mt-0.5 flex-shrink-0">
+                <input
+                  type="checkbox"
+                  checked={appPrefs.hideCompletedProjects}
+                  onChange={(e) => setHideCompletedProjects(e.target.checked)}
+                  className="sr-only peer"
+                />
+                <div className={clsx(
+                  "w-9 h-5 rounded-full transition-colors",
+                  appPrefs.hideCompletedProjects ? "bg-brand-600" : "bg-gray-200 dark:bg-gray-700",
+                )} />
+                <div className={clsx(
+                  "absolute top-0.5 left-0.5 w-4 h-4 bg-white rounded-full shadow transition-transform",
+                  appPrefs.hideCompletedProjects ? "translate-x-4" : "translate-x-0",
+                )} />
+              </div>
+              <div>
+                <span className="text-sm text-gray-800 dark:text-gray-200 font-medium leading-tight block">
+                  Hide completed &amp; cancelled projects
+                </span>
+                <span className="text-xs text-gray-400 dark:text-gray-500">
+                  Can be overridden per session in the timeline filter panel.
+                </span>
+              </div>
+            </label>
+          </div>
+
+          {/* Preview note */}
+          <p className="text-xs text-gray-400 dark:text-gray-500">
+            Changes apply instantly and are saved in your browser.
+          </p>
+        </div>
+      </div>
+    </div>
+  );
+}

apps/web/src/components/layout/ThemeProvider.tsx

@@ -0,0 +1,23 @@
+"use client";
+
+import { useEffect } from "react";
+
+/**
+ * Applies the stored theme to <html> immediately on mount (client only).
+ * Must be rendered inside the layout BEFORE the page content.
+ */
+export function ThemeProvider({ children }: { children: React.ReactNode }) {
+  useEffect(() => {
+    try {
+      const raw = localStorage.getItem("planarchy_theme");
+      if (!raw) return;
+      const prefs = JSON.parse(raw) as { mode?: string; accent?: string };
+      const html = document.documentElement;
+      if (prefs.mode === "dark") html.classList.add("dark");
+      else html.classList.remove("dark");
+      if (prefs.accent) html.setAttribute("data-accent", prefs.accent);
+    } catch {}
+  }, []);
+
+  return <>{children}</>;
+}

apps/web/src/components/notifications/NotificationBell.tsx

@@ -0,0 +1,160 @@
+"use client";
+
+import { useEffect, useRef, useState } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+
+function relativeTime(date: Date): string {
+  const now = Date.now();
+  const diff = now - date.getTime();
+  const seconds = Math.floor(diff / 1000);
+  if (seconds < 60) return "just now";
+  const minutes = Math.floor(seconds / 60);
+  if (minutes < 60) return `${minutes}m ago`;
+  const hours = Math.floor(minutes / 60);
+  if (hours < 24) return `${hours}h ago`;
+  const days = Math.floor(hours / 24);
+  if (days < 30) return `${days}d ago`;
+  const months = Math.floor(days / 30);
+  return `${months}mo ago`;
+}
+
+export function NotificationBell() {
+  const [open, setOpen] = useState(false);
+  const ref = useRef<HTMLDivElement>(null);
+
+  const utils = trpc.useUtils();
+
+  const { data: unreadCount = 0 } = trpc.notification.unreadCount.useQuery(undefined, {
+    refetchInterval: 30_000,
+  });
+
+  const { data: notifications = [] } = trpc.notification.list.useQuery(
+    { limit: 20 },
+    { enabled: open },
+  );
+
+  const markRead = trpc.notification.markRead.useMutation({
+    onSuccess: () => {
+      void utils.notification.unreadCount.invalidate();
+      void utils.notification.list.invalidate();
+    },
+  });
+
+  // Close dropdown on outside click
+  useEffect(() => {
+    if (!open) return;
+    function handleClick(e: MouseEvent) {
+      if (ref.current && !ref.current.contains(e.target as Node)) {
+        setOpen(false);
+      }
+    }
+    document.addEventListener("mousedown", handleClick);
+    return () => document.removeEventListener("mousedown", handleClick);
+  }, [open]);
+
+  function handleMarkAllRead() {
+    markRead.mutate({});
+  }
+
+  function handleMarkOne(id: string) {
+    markRead.mutate({ id });
+  }
+
+  return (
+    <div ref={ref} className="relative">
+      {/* Bell button */}
+      <button
+        type="button"
+        onClick={() => setOpen((v) => !v)}
+        className="relative p-2 text-gray-500 dark:text-gray-400 hover:text-gray-700 dark:hover:text-gray-200 hover:bg-gray-100 dark:hover:bg-gray-800 rounded-lg transition-colors"
+        aria-label="Notifications"
+      >
+        <svg
+          className="w-5 h-5"
+          fill="none"
+          stroke="currentColor"
+          viewBox="0 0 24 24"
+          aria-hidden="true"
+        >
+          <path
+            strokeLinecap="round"
+            strokeLinejoin="round"
+            strokeWidth={2}
+            d="M15 17h5l-1.405-1.405A2.032 2.032 0 0118 14.158V11a6.002 6.002 0 00-4-5.659V5a2 2 0 10-4 0v.341C7.67 6.165 6 8.388 6 11v3.159c0 .538-.214 1.055-.595 1.436L4 17h5m6 0v1a3 3 0 11-6 0v-1m6 0H9"
+          />
+        </svg>
+        {unreadCount > 0 && (
+          <span className="absolute top-1 right-1 flex items-center justify-center min-w-[16px] h-4 px-1 text-[10px] font-bold text-white bg-red-500 rounded-full leading-none">
+            {unreadCount > 99 ? "99+" : unreadCount}
+          </span>
+        )}
+      </button>
+
+      {/* Dropdown panel */}
+      {open && (
+        <div className="absolute right-0 mt-2 w-80 bg-white dark:bg-gray-900 border border-gray-200 dark:border-gray-700 rounded-xl shadow-lg z-50 overflow-hidden">
+          {/* Header */}
+          <div className="flex items-center justify-between px-4 py-3 border-b border-gray-100 dark:border-gray-800">
+            <span className="text-sm font-semibold text-gray-900 dark:text-gray-50">
+              Notifications
+            </span>
+            {unreadCount > 0 && (
+              <button
+                type="button"
+                onClick={handleMarkAllRead}
+                disabled={markRead.isPending}
+                className="text-xs text-brand-600 dark:text-brand-400 hover:underline disabled:opacity-50"
+              >
+                Mark all read
+              </button>
+            )}
+          </div>
+
+          {/* List */}
+          <div className="max-h-96 overflow-y-auto divide-y divide-gray-50 dark:divide-gray-800">
+            {notifications.length === 0 ? (
+              <div className="px-4 py-8 text-center text-sm text-gray-400 dark:text-gray-500">
+                No notifications yet
+              </div>
+            ) : (
+              notifications.map((n) => {
+                const isUnread = n.readAt === null;
+                return (
+                  <button
+                    key={n.id}
+                    type="button"
+                    onClick={() => {
+                      if (isUnread) handleMarkOne(n.id);
+                    }}
+                    className={`w-full text-left px-4 py-3 hover:bg-gray-50 dark:hover:bg-gray-800 transition-colors ${
+                      isUnread ? "bg-blue-50/60 dark:bg-blue-900/10" : ""
+                    }`}
+                  >
+                    <div className="flex items-start gap-2">
+                      {isUnread && (
+                        <span className="mt-1.5 w-2 h-2 rounded-full bg-blue-500 shrink-0" />
+                      )}
+                      <div className={isUnread ? "" : "ml-4"}>
+                        <p className="text-sm font-medium text-gray-900 dark:text-gray-100 leading-snug">
+                          {n.title}
+                        </p>
+                        {n.body && (
+                          <p className="mt-0.5 text-xs text-gray-500 dark:text-gray-400 line-clamp-2">
+                            {n.body}
+                          </p>
+                        )}
+                        <p className="mt-1 text-xs text-gray-400 dark:text-gray-500">
+                          {relativeTime(new Date(n.createdAt))}
+                        </p>
+                      </div>
+                    </div>
+                  </button>
+                );
+              })
+            )}
+          </div>
+        </div>
+      )}
+    </div>
+  );
+}

apps/web/src/components/projects/BudgetStatusBar.tsx

@@ -0,0 +1,129 @@
+"use client";
+
+import { clsx } from "clsx";
+
+interface Warning {
+  level: string;
+  message: string;
+}
+
+interface BudgetStatusBarProps {
+  budgetCents: number;
+  allocatedCents: number;
+  confirmedCents: number;
+  proposedCents: number;
+  warnings: Warning[];
+  className?: string;
+}
+
+function formatEur(cents: number): string {
+  return (cents / 100).toLocaleString("de-DE", {
+    style: "currency",
+    currency: "EUR",
+    minimumFractionDigits: 0,
+    maximumFractionDigits: 0,
+  });
+}
+
+function getConfirmedBarColor(utilizationPercent: number): string {
+  if (utilizationPercent > 95) return "bg-red-600";
+  if (utilizationPercent > 85) return "bg-orange-600";
+  if (utilizationPercent > 70) return "bg-yellow-600";
+  return "bg-green-600";
+}
+
+function getProposedBarColor(utilizationPercent: number): string {
+  if (utilizationPercent > 95) return "bg-red-300";
+  if (utilizationPercent > 85) return "bg-orange-300";
+  if (utilizationPercent > 70) return "bg-yellow-300";
+  return "bg-green-300";
+}
+
+function getWarningBadgeStyle(level: string): string {
+  if (level === "critical") return "bg-red-100 text-red-700 border border-red-200";
+  if (level === "warning") return "bg-orange-100 text-orange-700 border border-orange-200";
+  return "bg-yellow-100 text-yellow-700 border border-yellow-200";
+}
+
+export function BudgetStatusBar({
+  budgetCents,
+  allocatedCents,
+  confirmedCents,
+  proposedCents,
+  warnings,
+  className,
+}: BudgetStatusBarProps) {
+  const utilizationPercent = budgetCents > 0 ? (allocatedCents / budgetCents) * 100 : 0;
+  const confirmedPercent = budgetCents > 0 ? (confirmedCents / budgetCents) * 100 : 0;
+  const proposedPercent = budgetCents > 0 ? (proposedCents / budgetCents) * 100 : 0;
+  const remainingCents = budgetCents - allocatedCents;
+
+  // Cap visual bar segments at 100% total
+  const cappedConfirmedPercent = Math.min(confirmedPercent, 100);
+  const cappedProposedPercent = Math.min(proposedPercent, Math.max(0, 100 - cappedConfirmedPercent));
+
+  const highestWarning = warnings.length > 0
+    ? warnings.reduce((prev, curr) => {
+        const levels: Record<string, number> = { info: 0, warning: 1, critical: 2 };
+        return (levels[curr.level] ?? 0) > (levels[prev.level] ?? 0) ? curr : prev;
+      })
+    : null;
+
+  return (
+    <div className={clsx("space-y-1.5", className)}>
+      {/* Progress bar with stacked segments */}
+      <div className="relative h-3 bg-gray-100 rounded-full overflow-hidden">
+        {/* Confirmed segment */}
+        <div
+          className={clsx("absolute left-0 top-0 h-full transition-all", getConfirmedBarColor(utilizationPercent))}
+          style={{ width: `${cappedConfirmedPercent}%` }}
+        />
+        {/* Proposed segment */}
+        <div
+          className={clsx("absolute top-0 h-full transition-all", getProposedBarColor(utilizationPercent))}
+          style={{ left: `${cappedConfirmedPercent}%`, width: `${cappedProposedPercent}%` }}
+        />
+      </div>
+
+      {/* Labels row */}
+      <div className="flex items-center justify-between text-xs text-gray-600">
+        <span>
+          <span className="font-medium">{formatEur(allocatedCents)}</span>
+          {" / "}
+          <span>{formatEur(budgetCents)}</span>
+          {" "}
+          <span className="text-gray-400">({utilizationPercent.toFixed(1)}%)</span>
+        </span>
+
+        <div className="flex items-center gap-2">
+          {highestWarning && (
+            <span
+              className={clsx(
+                "inline-flex items-center gap-1 px-1.5 py-0.5 rounded text-xs font-medium",
+                getWarningBadgeStyle(highestWarning.level),
+              )}
+            >
+              {highestWarning.level === "critical" ? "⚠" : highestWarning.level === "warning" ? "!" : "i"}
+              {warnings.length > 1 ? `${warnings.length} warnings` : "Warning"}
+            </span>
+          )}
+          <span className={clsx("font-medium", remainingCents < 0 ? "text-red-600" : "text-gray-700")}>
+            {remainingCents >= 0 ? `${formatEur(remainingCents)} left` : `${formatEur(Math.abs(remainingCents))} over`}
+          </span>
+        </div>
+      </div>
+
+      {/* Legend */}
+      <div className="flex items-center gap-3 text-xs text-gray-500">
+        <span className="flex items-center gap-1">
+          <span className={clsx("inline-block w-2.5 h-2.5 rounded-sm", getConfirmedBarColor(utilizationPercent))} />
+          Confirmed {formatEur(confirmedCents)}
+        </span>
+        <span className="flex items-center gap-1">
+          <span className={clsx("inline-block w-2.5 h-2.5 rounded-sm", getProposedBarColor(utilizationPercent))} />
+          Proposed {formatEur(proposedCents)}
+        </span>
+      </div>
+    </div>
+  );
+}

apps/web/src/components/projects/BudgetStatusCard.tsx

@@ -0,0 +1,158 @@
+"use client";
+
+import { clsx } from "clsx";
+import { trpc } from "~/lib/trpc/client.js";
+import { BudgetStatusBar } from "./BudgetStatusBar.js";
+
+interface BudgetStatusCardProps {
+  projectId: string;
+}
+
+function formatEur(cents: number): string {
+  return (cents / 100).toLocaleString("de-DE", {
+    style: "currency",
+    currency: "EUR",
+    minimumFractionDigits: 0,
+    maximumFractionDigits: 0,
+  });
+}
+
+function WarningIcon({ level }: { level: string }) {
+  if (level === "critical") {
+    return (
+      <svg className="w-4 h-4 text-red-500 flex-shrink-0" fill="currentColor" viewBox="0 0 20 20">
+        <path
+          fillRule="evenodd"
+          d="M18 10a8 8 0 11-16 0 8 8 0 0116 0zm-7 4a1 1 0 11-2 0 1 1 0 012 0zm-1-9a1 1 0 00-1 1v4a1 1 0 102 0V6a1 1 0 00-1-1z"
+          clipRule="evenodd"
+        />
+      </svg>
+    );
+  }
+  if (level === "warning") {
+    return (
+      <svg className="w-4 h-4 text-orange-500 flex-shrink-0" fill="currentColor" viewBox="0 0 20 20">
+        <path
+          fillRule="evenodd"
+          d="M8.257 3.099c.765-1.36 2.722-1.36 3.486 0l5.58 9.92c.75 1.334-.213 2.98-1.742 2.98H4.42c-1.53 0-2.493-1.646-1.743-2.98l5.58-9.92zM11 13a1 1 0 11-2 0 1 1 0 012 0zm-1-8a1 1 0 00-1 1v3a1 1 0 002 0V6a1 1 0 00-1-1z"
+          clipRule="evenodd"
+        />
+      </svg>
+    );
+  }
+  return (
+    <svg className="w-4 h-4 text-blue-500 flex-shrink-0" fill="currentColor" viewBox="0 0 20 20">
+      <path
+        fillRule="evenodd"
+        d="M18 10a8 8 0 11-16 0 8 8 0 0116 0zm-7-4a1 1 0 11-2 0 1 1 0 012 0zM9 9a1 1 0 000 2v3a1 1 0 001 1h1a1 1 0 100-2v-3a1 1 0 00-1-1H9z"
+        clipRule="evenodd"
+      />
+    </svg>
+  );
+}
+
+function getWarningRowStyle(level: string): string {
+  if (level === "critical") return "bg-red-50 dark:bg-red-900/30 border border-red-100 dark:border-red-800 text-red-800 dark:text-red-400";
+  if (level === "warning") return "bg-orange-50 dark:bg-orange-900/30 border border-orange-100 dark:border-orange-800 text-orange-800 dark:text-orange-400";
+  return "bg-blue-50 dark:bg-blue-900/30 border border-blue-100 dark:border-blue-800 text-blue-800 dark:text-blue-400";
+}
+
+export function BudgetStatusCard({ projectId }: BudgetStatusCardProps) {
+  const { data, isLoading, error } = trpc.timeline.getBudgetStatus.useQuery({ projectId });
+
+  if (isLoading) {
+    return (
+      <div className="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-6 animate-pulse">
+        <div className="h-4 bg-gray-200 dark:bg-gray-700 rounded w-1/3 mb-4" />
+        <div className="h-3 bg-gray-100 dark:bg-gray-700 rounded-full mb-3" />
+        <div className="grid grid-cols-4 gap-3">
+          {[0, 1, 2, 3].map((i) => (
+            <div key={i} className="h-14 bg-gray-100 dark:bg-gray-700 rounded-lg" />
+          ))}
+        </div>
+      </div>
+    );
+  }
+
+  if (error) {
+    return (
+      <div className="bg-white dark:bg-gray-800 rounded-xl border border-red-200 dark:border-red-800 p-6">
+        <p className="text-sm text-red-600 dark:text-red-400">Failed to load budget status: {error.message}</p>
+      </div>
+    );
+  }
+
+  if (!data) return null;
+
+  const {
+    budgetCents,
+    allocatedCents,
+    confirmedCents,
+    proposedCents,
+    remainingCents,
+    winProbabilityWeightedCents,
+    warnings,
+  } = data;
+
+  return (
+    <div className="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-6 space-y-5">
+      <h3 className="text-sm font-semibold text-gray-700 dark:text-gray-300 uppercase tracking-wider">Budget Status</h3>
+
+      {/* Progress bar */}
+      <BudgetStatusBar
+        budgetCents={budgetCents}
+        allocatedCents={allocatedCents}
+        confirmedCents={confirmedCents}
+        proposedCents={proposedCents}
+        warnings={warnings}
+      />
+
+      {/* Numeric details grid */}
+      <div className="grid grid-cols-2 gap-3 sm:grid-cols-4">
+        <div className="bg-gray-50 dark:bg-gray-900 rounded-lg p-3">
+          <p className="text-xs text-gray-500 dark:text-gray-400 mb-1">Total Budget</p>
+          <p className="text-sm font-semibold text-gray-900 dark:text-gray-100">{formatEur(budgetCents)}</p>
+        </div>
+        <div className="bg-green-50 dark:bg-green-900/30 rounded-lg p-3">
+          <p className="text-xs text-gray-500 dark:text-gray-400 mb-1">Confirmed</p>
+          <p className="text-sm font-semibold text-green-800 dark:text-green-400">{formatEur(confirmedCents)}</p>
+        </div>
+        <div className="bg-yellow-50 dark:bg-yellow-900/30 rounded-lg p-3">
+          <p className="text-xs text-gray-500 dark:text-gray-400 mb-1">Proposed</p>
+          <p className="text-sm font-semibold text-yellow-800 dark:text-yellow-400">{formatEur(proposedCents)}</p>
+        </div>
+        <div className={clsx("rounded-lg p-3", remainingCents < 0 ? "bg-red-50 dark:bg-red-900/30" : "bg-blue-50 dark:bg-blue-900/30")}>
+          <p className="text-xs text-gray-500 dark:text-gray-400 mb-1">Remaining</p>
+          <p className={clsx("text-sm font-semibold", remainingCents < 0 ? "text-red-800 dark:text-red-400" : "text-blue-800 dark:text-blue-400")}>
+            {formatEur(remainingCents)}
+          </p>
+        </div>
+      </div>
+
+      {/* Win-probability weighted amount */}
+      <div className="flex items-center gap-2 text-sm text-gray-600 dark:text-gray-400 border-t border-gray-100 dark:border-gray-700 pt-3">
+        <span className="text-gray-400 dark:text-gray-500">Win-probability weighted cost:</span>
+        <span className="font-medium text-gray-800 dark:text-gray-100">{formatEur(winProbabilityWeightedCents)}</span>
+      </div>
+
+      {/* Warnings list */}
+      {warnings.length > 0 && (
+        <div className="space-y-2 border-t border-gray-100 dark:border-gray-700 pt-3">
+          <p className="text-xs font-medium text-gray-500 dark:text-gray-400 uppercase tracking-wider">Warnings</p>
+          {warnings.map((warning, idx) => (
+            <div
+              key={idx}
+              className={clsx(
+                "flex items-start gap-2 rounded-lg px-3 py-2 text-sm",
+                getWarningRowStyle(warning.level),
+              )}
+            >
+              <WarningIcon level={warning.level} />
+              <span>{warning.message}</span>
+            </div>
+          ))}
+        </div>
+      )}
+    </div>
+  );
+}

apps/web/src/components/projects/ProjectModal.tsx

@@ -0,0 +1,544 @@
+"use client";
+
+import { useState, useEffect, useRef } from "react";
+import { useFocusTrap } from "~/hooks/useFocusTrap.js";
+import { OrderType, AllocationType, ProjectStatus } from "@planarchy/shared";
+import type { Project } from "@planarchy/shared";
+import { trpc } from "~/lib/trpc/client.js";
+import { DateInput } from "~/components/ui/DateInput.js";
+
+const ORDER_TYPE_OPTIONS = [
+  { value: "BD", label: "BD" },
+  { value: "CHARGEABLE", label: "Chargeable" },
+  { value: "INTERNAL", label: "Internal" },
+  { value: "OVERHEAD", label: "Overhead" },
+] as const;
+
+const ALLOCATION_TYPE_OPTIONS = [
+  { value: "INT", label: "INT" },
+  { value: "EXT", label: "EXT" },
+] as const;
+
+const STATUS_OPTIONS = [
+  { value: "DRAFT", label: "Draft" },
+  { value: "ACTIVE", label: "Active" },
+  { value: "ON_HOLD", label: "On Hold" },
+  { value: "COMPLETED", label: "Completed" },
+  { value: "CANCELLED", label: "Cancelled" },
+] as const;
+
+function formatDateForInput(date: Date | string): string {
+  const d = new Date(date);
+  const year = d.getFullYear();
+  const month = String(d.getMonth() + 1).padStart(2, "0");
+  const day = String(d.getDate()).padStart(2, "0");
+  return `${year}-${month}-${day}`;
+}
+
+interface FormState {
+  shortCode: string;
+  name: string;
+  orderType: string;
+  allocationType: string;
+  winProbability: string;
+  budgetEur: string;
+  startDate: string;
+  endDate: string;
+  status: string;
+  responsiblePerson: string;
+  utilizationCategoryId: string;
+  clientId: string;
+}
+
+function getDefaultForm(): FormState {
+  const today = formatDateForInput(new Date());
+  return {
+    shortCode: "",
+    name: "",
+    orderType: "CHARGEABLE",
+    allocationType: "INT",
+    winProbability: "100",
+    budgetEur: "",
+    startDate: today,
+    endDate: today,
+    status: "DRAFT",
+    responsiblePerson: "",
+    utilizationCategoryId: "",
+    clientId: "",
+  };
+}
+
+function projectToForm(project: Project): FormState {
+  return {
+    shortCode: project.shortCode,
+    name: project.name,
+    orderType: project.orderType,
+    allocationType: project.allocationType,
+    winProbability: String(project.winProbability),
+    budgetEur: String(Math.round(project.budgetCents) / 100),
+    startDate: formatDateForInput(project.startDate),
+    endDate: formatDateForInput(project.endDate),
+    status: project.status,
+    responsiblePerson: project.responsiblePerson ?? "",
+    utilizationCategoryId: (project as unknown as { utilizationCategoryId?: string | null }).utilizationCategoryId ?? "",
+    clientId: (project as unknown as { clientId?: string | null }).clientId ?? "",
+  };
+}
+
+interface ProjectModalProps {
+  project?: Project | null;
+  onClose: () => void;
+}
+
+export function ProjectModal({ project, onClose }: ProjectModalProps) {
+  const isEdit = !!project;
+  const utils = trpc.useUtils();
+
+  const [form, setForm] = useState<FormState>(() =>
+    project ? projectToForm(project) : getDefaultForm(),
+  );
+  const [errors, setErrors] = useState<Partial<Record<keyof FormState, string>>>({});
+  const [serverError, setServerError] = useState<string | null>(null);
+
+  const panelRef = useRef<HTMLDivElement>(null);
+  useFocusTrap(panelRef, true);
+
+  const { data: utilizationCategories } = trpc.utilizationCategory.list.useQuery(undefined, { staleTime: 60_000 });
+  const { data: clientList } = trpc.clientEntity.list.useQuery(undefined, { staleTime: 60_000 });
+
+  // @ts-ignore TS2589: tRPC infers union type too deeply for CreateProjectSchema with .refine()
+  const createMutation = trpc.project.create.useMutation({
+    onSuccess: async () => {
+      await utils.project.list.invalidate();
+      onClose();
+    },
+    onError: (err) => {
+      setServerError(err.message);
+    },
+  });
+
+  const updateMutation = trpc.project.update.useMutation({
+    onSuccess: async () => {
+      await utils.project.list.invalidate();
+      onClose();
+    },
+    onError: (err) => {
+      setServerError(err.message);
+    },
+  });
+
+  const isLoading = createMutation.isPending || updateMutation.isPending;
+
+  // Close on Escape key
+  useEffect(() => {
+    function handleKeyDown(e: KeyboardEvent) {
+      if (e.key === "Escape") onClose();
+    }
+    document.addEventListener("keydown", handleKeyDown);
+    return () => document.removeEventListener("keydown", handleKeyDown);
+  }, [onClose]);
+
+  function setField<K extends keyof FormState>(key: K, value: FormState[K]) {
+    setForm((prev) => ({ ...prev, [key]: value }));
+    setErrors((prev) => ({ ...prev, [key]: undefined }));
+    setServerError(null);
+  }
+
+  function validate(): boolean {
+    const newErrors: Partial<Record<keyof FormState, string>> = {};
+
+    if (!isEdit && !form.shortCode.trim()) {
+      newErrors.shortCode = "Short code is required.";
+    } else if (!isEdit && !/^[A-Z0-9_-]+$/.test(form.shortCode.trim())) {
+      newErrors.shortCode = "Must be uppercase alphanumeric (A-Z, 0-9, _, -).";
+    }
+
+    if (!form.name.trim()) {
+      newErrors.name = "Name is required.";
+    }
+
+    const winProb = Number(form.winProbability);
+    if (isNaN(winProb) || winProb < 0 || winProb > 100) {
+      newErrors.winProbability = "Must be between 0 and 100.";
+    }
+
+    const budget = parseFloat(form.budgetEur);
+    if (isNaN(budget) || budget < 0) {
+      newErrors.budgetEur = "Must be a positive number.";
+    }
+
+    if (!form.startDate) {
+      newErrors.startDate = "Start date is required.";
+    }
+
+    if (!form.endDate) {
+      newErrors.endDate = "End date is required.";
+    } else if (form.startDate && form.endDate < form.startDate) {
+      newErrors.endDate = "End date must be on or after start date.";
+    }
+
+    setErrors(newErrors);
+    return Object.keys(newErrors).length === 0;
+  }
+
+  function handleSubmit(e: React.FormEvent) {
+    e.preventDefault();
+    if (!validate()) return;
+
+    const budgetCents = Math.round(parseFloat(form.budgetEur) * 100);
+    const winProbability = Number(form.winProbability);
+
+    if (isEdit && project) {
+      updateMutation.mutate({
+        id: project.id,
+        data: {
+          name: form.name.trim(),
+          orderType: form.orderType as unknown as OrderType,
+          allocationType: form.allocationType as unknown as AllocationType,
+          winProbability,
+          budgetCents,
+          startDate: new Date(form.startDate),
+          endDate: new Date(form.endDate),
+          status: form.status as unknown as ProjectStatus,
+          responsiblePerson: form.responsiblePerson.trim() || undefined,
+          ...(form.utilizationCategoryId ? { utilizationCategoryId: form.utilizationCategoryId } : {}),
+          ...(form.clientId ? { clientId: form.clientId } : {}),
+        },
+      });
+    } else {
+      createMutation.mutate({
+        shortCode: form.shortCode.trim(),
+        name: form.name.trim(),
+        orderType: form.orderType as unknown as OrderType,
+        allocationType: form.allocationType as unknown as AllocationType,
+        winProbability,
+        budgetCents,
+        startDate: new Date(form.startDate),
+        endDate: new Date(form.endDate),
+        status: form.status as unknown as ProjectStatus,
+        staffingReqs: [],
+        dynamicFields: {},
+        responsiblePerson: form.responsiblePerson.trim() || undefined,
+        ...(form.utilizationCategoryId ? { utilizationCategoryId: form.utilizationCategoryId } : {}),
+        ...(form.clientId ? { clientId: form.clientId } : {}),
+      });
+    }
+  }
+
+  const inputClass =
+    "w-full px-3 py-2 border border-gray-300 dark:border-gray-600 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm dark:bg-gray-900 dark:text-gray-100";
+  const inputErrorClass =
+    "w-full px-3 py-2 border border-red-400 rounded-lg focus:outline-none focus:ring-2 focus:ring-red-400 text-sm dark:bg-gray-900 dark:text-gray-100";
+  const labelClass = "block text-sm font-medium text-gray-700 dark:text-gray-300 mb-1";
+
+  return (
+    <div
+      className="fixed inset-0 bg-black/50 z-50 flex items-start justify-center overflow-y-auto py-8"
+      onClick={(e) => {
+        if (e.target === e.currentTarget) onClose();
+      }}
+    >
+      <div
+        ref={panelRef}
+        className="bg-white dark:bg-gray-800 rounded-xl shadow-2xl w-full max-w-xl mx-4"
+        onKeyDown={(e) => { if (e.key === "Escape") onClose(); }}
+      >
+        {/* Header */}
+        <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200 dark:border-gray-700">
+          <h2 className="text-lg font-semibold text-gray-900 dark:text-gray-100">
+            {isEdit ? "Edit Project" : "New Project"}
+          </h2>
+          <button
+            type="button"
+            onClick={onClose}
+            className="text-gray-400 hover:text-gray-600 transition-colors"
+            aria-label="Close"
+          >
+            <svg className="w-5 h-5" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+              <path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M6 18L18 6M6 6l12 12" />
+            </svg>
+          </button>
+        </div>
+
+        {/* Form */}
+        <form onSubmit={handleSubmit} noValidate>
+          <div className="px-6 py-5 space-y-6">
+            {serverError && (
+              <div className="bg-red-50 dark:bg-red-900/20 border border-red-200 dark:border-red-800 rounded-lg px-4 py-3 text-sm text-red-700 dark:text-red-400">
+                {serverError}
+              </div>
+            )}
+
+            {/* Section 1: Identity */}
+            <fieldset>
+              <legend className="text-xs font-semibold text-gray-500 dark:text-gray-400 uppercase tracking-wider mb-3">
+                Identity
+              </legend>
+              <div className="grid grid-cols-2 gap-4">
+                <div>
+                  <label className={labelClass} htmlFor="shortCode">
+                    Chargecode <span className="text-red-500">*</span>
+                  </label>
+                  <input
+                    id="shortCode"
+                    type="text"
+                    value={form.shortCode}
+                    onChange={(e) => setField("shortCode", e.target.value.toUpperCase())}
+                    disabled={isEdit}
+                    placeholder="PRJ-001"
+                    className={
+                      isEdit
+                        ? `${inputClass} bg-gray-50 dark:bg-gray-700 text-gray-500 dark:text-gray-400 cursor-not-allowed`
+                        : errors.shortCode
+                          ? inputErrorClass
+                          : inputClass
+                    }
+                  />
+                  {errors.shortCode && (
+                    <p className="mt-1 text-xs text-red-600 dark:text-red-400">{errors.shortCode}</p>
+                  )}
+                </div>
+                <div>
+                  <label className={labelClass} htmlFor="name">
+                    Name <span className="text-red-500">*</span>
+                  </label>
+                  <input
+                    id="name"
+                    type="text"
+                    value={form.name}
+                    onChange={(e) => setField("name", e.target.value)}
+                    placeholder="Project name"
+                    className={errors.name ? inputErrorClass : inputClass}
+                  />
+                  {errors.name && (
+                    <p className="mt-1 text-xs text-red-600 dark:text-red-400">{errors.name}</p>
+                  )}
+                </div>
+              </div>
+            </fieldset>
+
+            {/* Section 2: Classification */}
+            <fieldset>
+              <legend className="text-xs font-semibold text-gray-500 dark:text-gray-400 uppercase tracking-wider mb-3">
+                Classification
+              </legend>
+              <div className="grid grid-cols-3 gap-4">
+                <div>
+                  <label className={labelClass} htmlFor="orderType">
+                    Order Type
+                  </label>
+                  <select
+                    id="orderType"
+                    value={form.orderType}
+                    onChange={(e) => setField("orderType", e.target.value)}
+                    className={inputClass}
+                  >
+                    {ORDER_TYPE_OPTIONS.map((opt) => (
+                      <option key={opt.value} value={opt.value}>
+                        {opt.label}
+                      </option>
+                    ))}
+                  </select>
+                </div>
+                <div>
+                  <label className={labelClass} htmlFor="allocationType">
+                    Allocation
+                  </label>
+                  <select
+                    id="allocationType"
+                    value={form.allocationType}
+                    onChange={(e) => setField("allocationType", e.target.value)}
+                    className={inputClass}
+                  >
+                    {ALLOCATION_TYPE_OPTIONS.map((opt) => (
+                      <option key={opt.value} value={opt.value}>
+                        {opt.label}
+                      </option>
+                    ))}
+                  </select>
+                </div>
+                <div>
+                  <label className={labelClass} htmlFor="winProbability">
+                    Win Probability %
+                  </label>
+                  <input
+                    id="winProbability"
+                    type="number"
+                    min={0}
+                    max={100}
+                    value={form.winProbability}
+                    onChange={(e) => setField("winProbability", e.target.value)}
+                    className={errors.winProbability ? inputErrorClass : inputClass}
+                  />
+                  {errors.winProbability && (
+                    <p className="mt-1 text-xs text-red-600 dark:text-red-400">{errors.winProbability}</p>
+                  )}
+                </div>
+              </div>
+            </fieldset>
+
+            {/* Section: Categorization */}
+            <fieldset>
+              <legend className="text-xs font-semibold text-gray-500 dark:text-gray-400 uppercase tracking-wider mb-3">
+                Categorization
+              </legend>
+              <div className="grid grid-cols-2 gap-4">
+                <div>
+                  <label className={labelClass} htmlFor="utilizationCategoryId">
+                    Utilization Category
+                  </label>
+                  <select
+                    id="utilizationCategoryId"
+                    value={form.utilizationCategoryId}
+                    onChange={(e) => setField("utilizationCategoryId", e.target.value)}
+                    className={inputClass}
+                  >
+                    <option value="">— Not specified —</option>
+                    {(utilizationCategories ?? []).map((cat) => (
+                      <option key={cat.id} value={cat.id}>
+                        {(cat as unknown as { code: string }).code} — {(cat as unknown as { name: string }).name}
+                      </option>
+                    ))}
+                  </select>
+                </div>
+                <div>
+                  <label className={labelClass} htmlFor="clientId">
+                    Client
+                  </label>
+                  <select
+                    id="clientId"
+                    value={form.clientId}
+                    onChange={(e) => setField("clientId", e.target.value)}
+                    className={inputClass}
+                  >
+                    <option value="">— Not specified —</option>
+                    {(clientList ?? []).map((c) => (
+                      <option key={c.id} value={c.id}>
+                        {(c as unknown as { name: string }).name}
+                        {(c as unknown as { code: string | null }).code ? ` [${(c as unknown as { code: string }).code}]` : ""}
+                      </option>
+                    ))}
+                  </select>
+                </div>
+              </div>
+            </fieldset>
+
+            {/* Section 3: Timeline & Budget */}
+            <fieldset>
+              <legend className="text-xs font-semibold text-gray-500 dark:text-gray-400 uppercase tracking-wider mb-3">
+                Timeline &amp; Budget
+              </legend>
+              <div className="grid grid-cols-3 gap-4">
+                <div>
+                  <label className={labelClass} htmlFor="startDate">
+                    Start Date
+                  </label>
+                  <DateInput
+                    id="startDate"
+                    value={form.startDate}
+                    onChange={(v) => setField("startDate", v)}
+                    className={errors.startDate ? inputErrorClass : inputClass}
+                  />
+                  {errors.startDate && (
+                    <p className="mt-1 text-xs text-red-600 dark:text-red-400">{errors.startDate}</p>
+                  )}
+                </div>
+                <div>
+                  <label className={labelClass} htmlFor="endDate">
+                    End Date
+                  </label>
+                  <DateInput
+                    id="endDate"
+                    value={form.endDate}
+                    min={form.startDate}
+                    onChange={(v) => setField("endDate", v)}
+                    className={errors.endDate ? inputErrorClass : inputClass}
+                  />
+                  {errors.endDate && (
+                    <p className="mt-1 text-xs text-red-600 dark:text-red-400">{errors.endDate}</p>
+                  )}
+                </div>
+                <div>
+                  <label className={labelClass} htmlFor="budgetEur">
+                    Budget (€)
+                  </label>
+                  <input
+                    id="budgetEur"
+                    type="number"
+                    min={0}
+                    step="0.01"
+                    value={form.budgetEur}
+                    onChange={(e) => setField("budgetEur", e.target.value)}
+                    placeholder="0.00"
+                    className={errors.budgetEur ? inputErrorClass : inputClass}
+                  />
+                  {errors.budgetEur && (
+                    <p className="mt-1 text-xs text-red-600 dark:text-red-400">{errors.budgetEur}</p>
+                  )}
+                </div>
+              </div>
+            </fieldset>
+
+            {/* Section 4: Status */}
+            <fieldset>
+              <legend className="text-xs font-semibold text-gray-500 dark:text-gray-400 uppercase tracking-wider mb-3">
+                Status
+              </legend>
+              <div className="grid grid-cols-2 gap-4">
+                <div>
+                  <label className={labelClass} htmlFor="status">
+                    Status
+                  </label>
+                  <select
+                    id="status"
+                    value={form.status}
+                    onChange={(e) => setField("status", e.target.value)}
+                    className={inputClass}
+                  >
+                    {STATUS_OPTIONS.map((opt) => (
+                      <option key={opt.value} value={opt.value}>
+                        {opt.label}
+                      </option>
+                    ))}
+                  </select>
+                </div>
+                <div>
+                  <label className={labelClass} htmlFor="responsiblePerson">
+                    Responsible Person
+                  </label>
+                  <input
+                    id="responsiblePerson"
+                    type="text"
+                    value={form.responsiblePerson}
+                    onChange={(e) => setField("responsiblePerson", e.target.value)}
+                    placeholder="Name or EID"
+                    className={inputClass}
+                  />
+                </div>
+              </div>
+            </fieldset>
+          </div>
+
+          {/* Footer */}
+          <div className="flex items-center justify-end gap-3 px-6 py-4 border-t border-gray-200 dark:border-gray-700 bg-gray-50 dark:bg-gray-900 rounded-b-xl">
+            <button
+              type="button"
+              onClick={onClose}
+              disabled={isLoading}
+              className="px-4 py-2 text-sm font-medium text-gray-700 dark:text-gray-300 bg-white dark:bg-gray-800 border border-gray-300 dark:border-gray-600 rounded-lg hover:bg-gray-50 dark:hover:bg-gray-700 disabled:opacity-50 transition-colors"
+            >
+              Cancel
+            </button>
+            <button
+              type="submit"
+              disabled={isLoading}
+              className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50 transition-colors"
+            >
+              {isLoading ? (isEdit ? "Saving…" : "Creating…") : isEdit ? "Save Changes" : "Create Project"}
+            </button>
+          </div>
+        </form>
+      </div>
+    </div>
+  );
+}

apps/web/src/components/reports/AllocationReport.tsx

@@ -0,0 +1,70 @@
+// @react-pdf/renderer runs server-side only — no "use client" directive
+import { Document, Page, StyleSheet, Text, View } from "@react-pdf/renderer";
+
+const styles = StyleSheet.create({
+  page: { padding: 30, fontFamily: "Helvetica", fontSize: 10 },
+  title: { fontSize: 18, marginBottom: 4, fontFamily: "Helvetica-Bold" },
+  subtitle: { fontSize: 11, color: "#6b7280", marginBottom: 20 },
+  table: { marginTop: 10 },
+  tableHeader: { flexDirection: "row", backgroundColor: "#f3f4f6", padding: "6 8", borderBottom: "1 solid #e5e7eb" },
+  tableRow: { flexDirection: "row", padding: "5 8", borderBottom: "1 solid #f3f4f6" },
+  col1: { width: "25%" },
+  col2: { width: "20%" },
+  col3: { width: "15%" },
+  col4: { width: "15%" },
+  col5: { width: "15%" },
+  col6: { width: "10%" },
+  headerText: { fontFamily: "Helvetica-Bold", color: "#374151", fontSize: 9 },
+  cellText: { color: "#4b5563", fontSize: 9 },
+  footer: { position: "absolute", bottom: 20, left: 30, right: 30, textAlign: "center", color: "#9ca3af", fontSize: 8 },
+});
+
+interface AllocationRow {
+  resourceName: string;
+  projectName: string;
+  role?: string | null;
+  startDate: string;
+  endDate: string;
+  hoursPerDay: number;
+  dailyCostCents: number;
+}
+
+interface AllocationReportProps {
+  title: string;
+  generatedAt: string;
+  rows: AllocationRow[];
+}
+
+export function AllocationReport({ title, generatedAt, rows }: AllocationReportProps) {
+  return (
+    <Document>
+      <Page size="A4" orientation="landscape" style={styles.page}>
+        <Text style={styles.title}>{title}</Text>
+        <Text style={styles.subtitle}>Generated: {generatedAt}</Text>
+
+        <View style={styles.table}>
+          <View style={styles.tableHeader}>
+            <Text style={[styles.col1, styles.headerText]}>Resource</Text>
+            <Text style={[styles.col2, styles.headerText]}>Project</Text>
+            <Text style={[styles.col3, styles.headerText]}>Role</Text>
+            <Text style={[styles.col4, styles.headerText]}>Start</Text>
+            <Text style={[styles.col5, styles.headerText]}>End</Text>
+            <Text style={[styles.col6, styles.headerText]}>h/day</Text>
+          </View>
+          {rows.map((row, i) => (
+            <View key={i} style={[styles.tableRow, i % 2 === 1 ? { backgroundColor: "#f9fafb" } : {}]}>
+              <Text style={[styles.col1, styles.cellText]}>{row.resourceName}</Text>
+              <Text style={[styles.col2, styles.cellText]}>{row.projectName}</Text>
+              <Text style={[styles.col3, styles.cellText]}>{row.role ?? "—"}</Text>
+              <Text style={[styles.col4, styles.cellText]}>{row.startDate}</Text>
+              <Text style={[styles.col5, styles.cellText]}>{row.endDate}</Text>
+              <Text style={[styles.col6, styles.cellText]}>{row.hoursPerDay}h</Text>
+            </View>
+          ))}
+        </View>
+
+        <Text style={styles.footer}>Planarchy · Confidential · {rows.length} allocations</Text>
+      </Page>
+    </Document>
+  );
+}

apps/web/src/components/reports/ChargeabilityReportClient.tsx

@@ -0,0 +1,539 @@
+"use client";
+
+import React, { useState, useMemo, useCallback } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+
+// ─── Helpers ─────────────────────────────────────────────────────────────────
+
+function formatMonth(key: string): string {
+  const [y, m] = key.split("-");
+  const months = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"];
+  return `${months[Number(m) - 1]} ${y}`;
+}
+
+function pct(ratio: number): string {
+  return `${Math.round(ratio * 100)}%`;
+}
+
+function chgColor(ratio: number, target: number): string {
+  if (ratio >= target) return "text-green-700 dark:text-green-400";
+  if (ratio >= target - 0.1) return "text-yellow-700 dark:text-yellow-400";
+  return "text-red-700 dark:text-red-400";
+}
+
+function barStyle(ratio: number, color: string): React.CSSProperties {
+  return {
+    background: `linear-gradient(to right, ${color} ${Math.min(ratio * 100, 100)}%, transparent ${Math.min(ratio * 100, 100)}%)`,
+  };
+}
+
+type GroupByField = "none" | "orgUnit" | "mgmtGroup" | "country";
+
+interface ResourceRow {
+  id: string;
+  eid: string;
+  displayName: string;
+  fte: number;
+  country: string | null;
+  city: string | null;
+  orgUnit: string | null;
+  mgmtGroup: string | null;
+  mgmtLevel: string | null;
+  targetPct: number;
+  months: MonthData[];
+}
+
+interface MonthData {
+  monthKey: string;
+  sah: number;
+  chg: number;
+  bd: number;
+  mdi: number;
+  mo: number;
+  pdr: number;
+  absence: number;
+  unassigned: number;
+}
+
+interface GroupSummary {
+  label: string;
+  resources: ResourceRow[];
+  monthTotals: { monthKey: string; chg: number; target: number; gap: number; totalFte: number }[];
+}
+
+function computeGroupMonthTotals(
+  resources: ResourceRow[],
+  monthKeys: string[],
+): GroupSummary["monthTotals"] {
+  const totalFte = resources.reduce((sum, r) => sum + r.fte, 0);
+  return monthKeys.map((key, idx) => {
+    if (totalFte === 0) return { monthKey: key, chg: 0, target: 0, gap: 0, totalFte: 0 };
+    const chg = resources.reduce((sum, r) => sum + r.fte * r.months[idx]!.chg, 0) / totalFte;
+    const target = resources.reduce((sum, r) => sum + r.fte * r.targetPct, 0) / totalFte;
+    return { monthKey: key, chg, target, gap: chg - target, totalFte };
+  });
+}
+
+// ─── Export ──────────────────────────────────────────────────────────────────
+
+async function exportToExcel(
+  resources: ResourceRow[],
+  monthKeys: string[],
+  groupTotals: { monthKey: string; chg: number; target: number; gap: number; totalFte: number }[],
+  groups: GroupSummary[],
+  groupBy: GroupByField,
+) {
+  const XLSX = await import("xlsx");
+  const wb = XLSX.utils.book_new();
+
+  // Build main data rows
+  const headers = ["Name", "EID", "FTE", "Target", "Country", "City", "Org Unit", "Mgmt Group", "Mgmt Level"];
+  for (const key of monthKeys) {
+    headers.push(`Chg ${formatMonth(key)}`);
+    headers.push(`BD ${formatMonth(key)}`);
+    headers.push(`MD&I ${formatMonth(key)}`);
+    headers.push(`M&O ${formatMonth(key)}`);
+    headers.push(`PD&R ${formatMonth(key)}`);
+    headers.push(`Abs ${formatMonth(key)}`);
+    headers.push(`Free ${formatMonth(key)}`);
+    headers.push(`SAH ${formatMonth(key)}`);
+  }
+
+  const rows: (string | number)[][] = [headers];
+
+  // Group total row
+  const totalRow: (string | number)[] = [
+    "GROUP TOTAL", "", groupTotals[0]?.totalFte ?? 0, groupTotals[0]?.target ?? 0,
+    "", "", "", "", "",
+  ];
+  for (const gt of groupTotals) {
+    totalRow.push(Math.round(gt.chg * 100) / 100, 0, 0, 0, 0, 0, 0, 0);
+  }
+  rows.push(totalRow);
+
+  // Sub-group totals if grouping
+  if (groupBy !== "none") {
+    for (const g of groups) {
+      const subRow: (string | number)[] = [
+        `  ${g.label} (${g.resources.length})`, "", g.monthTotals[0]?.totalFte ?? 0,
+        g.monthTotals[0]?.target ?? 0, "", "", "", "", "",
+      ];
+      for (const mt of g.monthTotals) {
+        subRow.push(Math.round(mt.chg * 100) / 100, 0, 0, 0, 0, 0, 0, 0);
+      }
+      rows.push(subRow);
+    }
+    rows.push([]); // blank separator
+  }
+
+  // Resource rows
+  for (const r of resources) {
+    const row: (string | number)[] = [
+      r.displayName, r.eid, r.fte, Math.round(r.targetPct * 100) / 100,
+      r.country ?? "", r.city ?? "", r.orgUnit ?? "", r.mgmtGroup ?? "", r.mgmtLevel ?? "",
+    ];
+    for (const m of r.months) {
+      row.push(
+        Math.round(m.chg * 1000) / 1000,
+        Math.round(m.bd * 1000) / 1000,
+        Math.round(m.mdi * 1000) / 1000,
+        Math.round(m.mo * 1000) / 1000,
+        Math.round(m.pdr * 1000) / 1000,
+        Math.round(m.absence * 1000) / 1000,
+        Math.round(m.unassigned * 1000) / 1000,
+        Math.round(m.sah * 100) / 100,
+      );
+    }
+    rows.push(row);
+  }
+
+  const ws = XLSX.utils.aoa_to_sheet(rows);
+  XLSX.utils.book_append_sheet(wb, ws, "Chargeability");
+  XLSX.writeFile(wb, `chargeability-report.xlsx`);
+}
+
+function exportToCsv(
+  resources: ResourceRow[],
+  monthKeys: string[],
+) {
+  const headers = ["Name", "EID", "FTE", "Target", "Country", "City", "Org Unit", "Mgmt Group", "Mgmt Level"];
+  for (const key of monthKeys) {
+    headers.push(`Chg_${key}`, `BD_${key}`, `MDI_${key}`, `MO_${key}`, `PDR_${key}`, `Abs_${key}`, `Free_${key}`, `SAH_${key}`);
+  }
+
+  const lines = [headers.join(",")];
+  for (const r of resources) {
+    const vals = [
+      `"${r.displayName}"`, r.eid, r.fte, r.targetPct,
+      r.country ?? "", r.city ?? "", r.orgUnit ?? "", r.mgmtGroup ?? "", r.mgmtLevel ?? "",
+    ];
+    for (const m of r.months) {
+      vals.push(
+        m.chg as unknown as string, m.bd as unknown as string, m.mdi as unknown as string,
+        m.mo as unknown as string, m.pdr as unknown as string, m.absence as unknown as string,
+        m.unassigned as unknown as string, m.sah as unknown as string,
+      );
+    }
+    lines.push(vals.join(","));
+  }
+
+  const blob = new Blob([lines.join("\n")], { type: "text/csv" });
+  const url = URL.createObjectURL(blob);
+  const a = document.createElement("a");
+  a.href = url;
+  a.download = "chargeability-report.csv";
+  a.click();
+  URL.revokeObjectURL(url);
+}
+
+// ─── Component ───────────────────────────────────────────────────────────────
+
+const NOW = new Date();
+const DEFAULT_START = `${NOW.getFullYear()}-${String(NOW.getMonth() + 1).padStart(2, "0")}`;
+const DEFAULT_END_DATE = new Date(NOW.getFullYear(), NOW.getMonth() + 5, 1);
+const DEFAULT_END = `${DEFAULT_END_DATE.getFullYear()}-${String(DEFAULT_END_DATE.getMonth() + 1).padStart(2, "0")}`;
+
+export function ChargeabilityReportClient() {
+  const [startMonth, setStartMonth] = useState(DEFAULT_START);
+  const [endMonth, setEndMonth] = useState(DEFAULT_END);
+  const [orgUnitId, setOrgUnitId] = useState<string>("");
+  const [mgmtGroupId, setMgmtGroupId] = useState<string>("");
+  const [countryId, setCountryId] = useState<string>("");
+  const [groupBy, setGroupBy] = useState<GroupByField>("none");
+  const [expandedResource, setExpandedResource] = useState<string | null>(null);
+  const [expandedGroups, setExpandedGroups] = useState<Set<string>>(new Set());
+
+  // Filter dropdowns data
+  const orgUnitsQuery = trpc.orgUnit.list.useQuery();
+  const mgmtGroupsQuery = trpc.managementLevel.listGroups.useQuery();
+  const countriesQuery = trpc.country.list.useQuery();
+
+  const reportQuery = trpc.chargeabilityReport.getReport.useQuery(
+    {
+      startMonth,
+      endMonth,
+      ...(orgUnitId ? { orgUnitId } : {}),
+      ...(mgmtGroupId ? { managementLevelGroupId: mgmtGroupId } : {}),
+      ...(countryId ? { countryId } : {}),
+    },
+    { placeholderData: (prev) => prev },
+  );
+
+  const data = reportQuery.data;
+
+  const orgUnits = useMemo(() => {
+    const items = orgUnitsQuery.data ?? [];
+    return items.filter((u: { level: number }) => u.level === 7);
+  }, [orgUnitsQuery.data]);
+
+  // Group resources by selected dimension
+  const groups = useMemo((): GroupSummary[] => {
+    if (!data || groupBy === "none") return [];
+
+    const buckets = new Map<string, ResourceRow[]>();
+    for (const r of data.resources) {
+      let key: string;
+      switch (groupBy) {
+        case "orgUnit": key = r.orgUnit ?? "(No Org Unit)"; break;
+        case "mgmtGroup": key = r.mgmtGroup ?? "(No Mgmt Group)"; break;
+        case "country": key = r.country ?? "(No Country)"; break;
+      }
+      const list = buckets.get(key) ?? [];
+      list.push(r);
+      buckets.set(key, list);
+    }
+
+    return Array.from(buckets.entries())
+      .sort(([a], [b]) => a.localeCompare(b))
+      .map(([label, resources]) => ({
+        label,
+        resources,
+        monthTotals: computeGroupMonthTotals(resources, data.monthKeys),
+      }));
+  }, [data, groupBy]);
+
+  const toggleGroup = useCallback((label: string) => {
+    setExpandedGroups((prev) => {
+      const next = new Set(prev);
+      if (next.has(label)) next.delete(label);
+      else next.add(label);
+      return next;
+    });
+  }, []);
+
+  const handleExportExcel = useCallback(() => {
+    if (!data) return;
+    exportToExcel(data.resources, data.monthKeys, data.groupTotals, groups, groupBy);
+  }, [data, groups, groupBy]);
+
+  const handleExportCsv = useCallback(() => {
+    if (!data) return;
+    exportToCsv(data.resources, data.monthKeys);
+  }, [data]);
+
+  // ─── Render helpers ──────────────────────────────────────────────────────
+
+  function renderResourceRow(r: ResourceRow) {
+    return (
+      <tr
+        key={r.id}
+        className="hover:bg-gray-50 dark:hover:bg-gray-800/50 cursor-pointer"
+        onClick={() => setExpandedResource(expandedResource === r.id ? null : r.id)}
+      >
+        <td className="sticky left-0 z-10 bg-white dark:bg-gray-900 px-3 py-2">
+          <div className="font-medium text-gray-900 dark:text-gray-100">{r.displayName}</div>
+          <div className="text-xs text-gray-400">
+            {[r.eid, r.country, r.city, r.orgUnit].filter(Boolean).join(" | ")}
+          </div>
+        </td>
+        <td className="px-2 py-2 text-center text-gray-600 dark:text-gray-400">{r.fte.toFixed(2)}</td>
+        <td className="px-2 py-2 text-center text-gray-600 dark:text-gray-400">{pct(r.targetPct)}</td>
+        {r.months.map((m) => (
+          <td key={m.monthKey} className="px-2 py-2 text-center">
+            <div
+              className={`rounded px-1 ${chgColor(m.chg, r.targetPct)}`}
+              style={barStyle(m.chg, m.chg >= r.targetPct ? "rgba(34,197,94,0.15)" : "rgba(239,68,68,0.1)")}
+            >
+              {pct(m.chg)}
+            </div>
+          </td>
+        ))}
+      </tr>
+    );
+  }
+
+  function renderExpandedRow(r: ResourceRow) {
+    if (expandedResource !== r.id) return null;
+    return (
+      <tr key={`${r.id}-detail`} className="bg-gray-50 dark:bg-gray-800/30">
+        <td className="sticky left-0 z-10 bg-gray-50 dark:bg-gray-800/30 px-3 py-2" colSpan={3}>
+          <div className="text-xs space-y-0.5 text-gray-500 dark:text-gray-400">
+            <div>Mgmt: {r.mgmtGroup ?? "—"} / {r.mgmtLevel ?? "—"}</div>
+            <div className="mt-1 grid grid-cols-7 gap-1 text-[10px]">
+              <span className="font-medium">Chg</span>
+              <span className="font-medium">BD</span>
+              <span className="font-medium">MD&I</span>
+              <span className="font-medium">M&O</span>
+              <span className="font-medium">PD&R</span>
+              <span className="font-medium">Abs</span>
+              <span className="font-medium">Free</span>
+            </div>
+          </div>
+        </td>
+        {r.months.map((m) => (
+          <td key={m.monthKey} className="px-2 py-2 text-center">
+            <div className="grid grid-cols-1 gap-0.5 text-[10px] text-gray-500 dark:text-gray-400">
+              <span className="text-green-600">{pct(m.chg)}</span>
+              <span>{pct(m.bd)}</span>
+              <span>{pct(m.mdi)}</span>
+              <span>{pct(m.mo)}</span>
+              <span>{pct(m.pdr)}</span>
+              <span className="text-orange-500">{pct(m.absence)}</span>
+              <span className="text-gray-400">{pct(m.unassigned)}</span>
+            </div>
+          </td>
+        ))}
+      </tr>
+    );
+  }
+
+  function renderGroupTotalsRow(
+    label: string,
+    monthTotals: GroupSummary["monthTotals"],
+    count: number,
+    isOverall: boolean,
+    onClick?: () => void,
+  ) {
+    const bg = isOverall
+      ? "bg-brand-50 dark:bg-brand-900/20"
+      : "bg-indigo-50 dark:bg-indigo-900/20";
+    return (
+      <tr
+        className={`${bg} font-semibold ${onClick ? "cursor-pointer" : ""}`}
+        onClick={onClick}
+      >
+        <td className={`sticky left-0 z-10 ${bg} px-3 py-2 text-gray-900 dark:text-gray-100`}>
+          {onClick && <span className="mr-1 text-xs">{expandedGroups.has(label) ? "▾" : "▸"}</span>}
+          {label} ({count} resources)
+        </td>
+        <td className="px-2 py-2 text-center text-gray-700 dark:text-gray-300">
+          {monthTotals[0]?.totalFte.toFixed(1)}
+        </td>
+        <td className="px-2 py-2 text-center text-gray-700 dark:text-gray-300">
+          {monthTotals[0] ? pct(monthTotals[0].target) : "—"}
+        </td>
+        {monthTotals.map((mt) => (
+          <td key={mt.monthKey} className="px-2 py-2 text-center">
+            <div className={chgColor(mt.chg, mt.target)}>{pct(mt.chg)}</div>
+            {mt.gap !== 0 && (
+              <div className="text-xs text-gray-400">
+                {mt.gap > 0 ? "+" : ""}{pct(mt.gap)}
+              </div>
+            )}
+          </td>
+        ))}
+      </tr>
+    );
+  }
+
+  // ─── Main render ─────────────────────────────────────────────────────────
+
+  return (
+    <div className="p-6 space-y-6">
+      <div className="flex items-center justify-between">
+        <h1 className="text-2xl font-bold text-gray-900 dark:text-gray-50">
+          Chargeability Forecast
+        </h1>
+        {/* Export buttons */}
+        {data && data.resources.length > 0 && (
+          <div className="flex gap-2">
+            <button
+              onClick={handleExportExcel}
+              className="px-3 py-1.5 text-sm bg-green-600 text-white rounded hover:bg-green-700 transition-colors"
+            >
+              Export Excel
+            </button>
+            <button
+              onClick={handleExportCsv}
+              className="px-3 py-1.5 text-sm bg-gray-600 text-white rounded hover:bg-gray-700 transition-colors"
+            >
+              Export CSV
+            </button>
+          </div>
+        )}
+      </div>
+
+      {/* Filters */}
+      <div className="flex flex-wrap gap-4 items-end bg-white dark:bg-gray-900 border border-gray-200 dark:border-gray-700 rounded-lg p-4">
+        <div>
+          <label className="block text-xs font-medium text-gray-500 dark:text-gray-400 mb-1">From</label>
+          <input
+            type="month"
+            value={startMonth}
+            onChange={(e) => setStartMonth(e.target.value)}
+            className="border border-gray-300 dark:border-gray-600 rounded px-3 py-1.5 text-sm bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100"
+          />
+        </div>
+        <div>
+          <label className="block text-xs font-medium text-gray-500 dark:text-gray-400 mb-1">To</label>
+          <input
+            type="month"
+            value={endMonth}
+            onChange={(e) => setEndMonth(e.target.value)}
+            className="border border-gray-300 dark:border-gray-600 rounded px-3 py-1.5 text-sm bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100"
+          />
+        </div>
+        <div>
+          <label className="block text-xs font-medium text-gray-500 dark:text-gray-400 mb-1">Country</label>
+          <select
+            value={countryId}
+            onChange={(e) => setCountryId(e.target.value)}
+            className="border border-gray-300 dark:border-gray-600 rounded px-3 py-1.5 text-sm bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100"
+          >
+            <option value="">All</option>
+            {(countriesQuery.data ?? []).map((c: { id: string; code: string; name: string }) => (
+              <option key={c.id} value={c.id}>{c.code} — {c.name}</option>
+            ))}
+          </select>
+        </div>
+        <div>
+          <label className="block text-xs font-medium text-gray-500 dark:text-gray-400 mb-1">Org Unit</label>
+          <select
+            value={orgUnitId}
+            onChange={(e) => setOrgUnitId(e.target.value)}
+            className="border border-gray-300 dark:border-gray-600 rounded px-3 py-1.5 text-sm bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100"
+          >
+            <option value="">All</option>
+            {orgUnits.map((u: { id: string; name: string }) => (
+              <option key={u.id} value={u.id}>{u.name}</option>
+            ))}
+          </select>
+        </div>
+        <div>
+          <label className="block text-xs font-medium text-gray-500 dark:text-gray-400 mb-1">Mgmt Level Group</label>
+          <select
+            value={mgmtGroupId}
+            onChange={(e) => setMgmtGroupId(e.target.value)}
+            className="border border-gray-300 dark:border-gray-600 rounded px-3 py-1.5 text-sm bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100"
+          >
+            <option value="">All</option>
+            {(mgmtGroupsQuery.data ?? []).map((g: { id: string; name: string }) => (
+              <option key={g.id} value={g.id}>{g.name}</option>
+            ))}
+          </select>
+        </div>
+        <div>
+          <label className="block text-xs font-medium text-gray-500 dark:text-gray-400 mb-1">Group By</label>
+          <select
+            value={groupBy}
+            onChange={(e) => { setGroupBy(e.target.value as GroupByField); setExpandedGroups(new Set()); }}
+            className="border border-gray-300 dark:border-gray-600 rounded px-3 py-1.5 text-sm bg-white dark:bg-gray-800 text-gray-900 dark:text-gray-100"
+          >
+            <option value="none">No Grouping</option>
+            <option value="orgUnit">Org Unit</option>
+            <option value="mgmtGroup">Mgmt Level Group</option>
+            <option value="country">Country</option>
+          </select>
+        </div>
+      </div>
+
+      {/* Report table */}
+      {reportQuery.isLoading && !data ? (
+        <div className="text-center py-12 text-gray-500">Loading report...</div>
+      ) : reportQuery.error ? (
+        <div className="text-center py-12 text-red-600">
+          Error: {reportQuery.error.message}
+        </div>
+      ) : data && data.resources.length === 0 ? (
+        <div className="text-center py-12 text-gray-500">
+          No resources match the current filters.
+        </div>
+      ) : data ? (
+        <div className="overflow-x-auto border border-gray-200 dark:border-gray-700 rounded-lg">
+          <table className="min-w-full text-sm">
+            <thead>
+              <tr className="bg-gray-50 dark:bg-gray-800">
+                <th className="sticky left-0 z-10 bg-gray-50 dark:bg-gray-800 px-3 py-2 text-left font-medium text-gray-500 dark:text-gray-400 min-w-[200px]">
+                  Resource
+                </th>
+                <th className="px-2 py-2 text-center font-medium text-gray-500 dark:text-gray-400 w-16">FTE</th>
+                <th className="px-2 py-2 text-center font-medium text-gray-500 dark:text-gray-400 w-16">Target</th>
+                {data.monthKeys.map((key) => (
+                  <th key={key} className="px-2 py-2 text-center font-medium text-gray-500 dark:text-gray-400 min-w-[80px]">
+                    {formatMonth(key)}
+                  </th>
+                ))}
+              </tr>
+            </thead>
+            <tbody className="divide-y divide-gray-100 dark:divide-gray-800">
+              {/* Overall group total */}
+              {renderGroupTotalsRow("Group Total", data.groupTotals, data.resources.length, true)}
+
+              {/* Grouped view */}
+              {groupBy !== "none" ? (
+                groups.map((g) => (
+                  <React.Fragment key={g.label}>
+                    {renderGroupTotalsRow(g.label, g.monthTotals, g.resources.length, false, () => toggleGroup(g.label))}
+                    {expandedGroups.has(g.label) && g.resources.map((r) => (
+                      <React.Fragment key={r.id}>
+                        {renderResourceRow(r)}
+                        {renderExpandedRow(r)}
+                      </React.Fragment>
+                    ))}
+                  </React.Fragment>
+                ))
+              ) : (
+                data.resources.map((r) => (
+                  <React.Fragment key={r.id}>
+                    {renderResourceRow(r)}
+                    {renderExpandedRow(r)}
+                  </React.Fragment>
+                ))
+              )}
+            </tbody>
+          </table>
+        </div>
+      ) : null}
+    </div>
+  );
+}

apps/web/src/components/resources/AiSummaryCard.tsx

@@ -0,0 +1,97 @@
+"use client";
+
+import { useState } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+import { usePermissions } from "~/hooks/usePermissions.js";
+import { formatDate } from "~/lib/format.js";
+
+interface Props {
+  resourceId: string;
+  aiSummary: string | null;
+  aiSummaryUpdatedAt: Date | string | null;
+  onGenerated: () => void;
+}
+
+export function AiSummaryCard({ resourceId, aiSummary, aiSummaryUpdatedAt, onGenerated }: Props) {
+  const [localSummary, setLocalSummary] = useState<string | null>(aiSummary);
+  const [localUpdatedAt, setLocalUpdatedAt] = useState<Date | string | null>(aiSummaryUpdatedAt);
+  const [error, setError] = useState<string | null>(null);
+  const { canEdit } = usePermissions();
+
+  // Keep local state in sync if the parent refreshes with newer data
+  if (aiSummary && aiSummary !== localSummary) {
+    setLocalSummary(aiSummary);
+    setLocalUpdatedAt(aiSummaryUpdatedAt);
+  }
+
+  const generateMutation = trpc.resource.generateAiSummary.useMutation({
+    onSuccess: (data) => {
+      setError(null);
+      setLocalSummary(data.summary);
+      setLocalUpdatedAt(new Date());
+      onGenerated();
+    },
+    onError: (err) => {
+      setError(err.message ?? "Failed to generate summary");
+    },
+  });
+
+  const { data: aiConfigured } = trpc.settings.getAiConfigured.useQuery(undefined, {
+    staleTime: 5_000,
+  });
+
+  return (
+    <div className="bg-white rounded-xl border border-gray-200 p-5">
+      <div className="flex items-center justify-between mb-3">
+        <h2 className="text-sm font-semibold text-gray-800">AI Profile Summary</h2>
+        {canEdit && aiConfigured?.configured && (
+          <button
+            type="button"
+            onClick={() => generateMutation.mutate({ resourceId })}
+            disabled={generateMutation.isPending}
+            className="flex items-center gap-1.5 px-3 py-1.5 text-xs font-medium rounded-lg bg-brand-50 text-brand-700 hover:bg-brand-100 disabled:opacity-50 transition-colors"
+          >
+            {generateMutation.isPending ? (
+              <>
+                <svg className="animate-spin h-3 w-3" fill="none" viewBox="0 0 24 24">
+                  <circle className="opacity-25" cx="12" cy="12" r="10" stroke="currentColor" strokeWidth="4" />
+                  <path className="opacity-75" fill="currentColor" d="M4 12a8 8 0 018-8V0C5.373 0 0 5.373 0 12h4z" />
+                </svg>
+                Generating…
+              </>
+            ) : localSummary ? (
+              "Regenerate"
+            ) : (
+              "Generate"
+            )}
+          </button>
+        )}
+      </div>
+
+      {error && (
+        <div className="mb-3 rounded-lg bg-red-50 border border-red-200 px-3 py-2 text-xs text-red-700">
+          {error}
+        </div>
+      )}
+
+      {localSummary ? (
+        <>
+          <p className="text-sm text-gray-700 leading-relaxed">{localSummary}</p>
+          {localUpdatedAt && (
+            <p className="text-xs text-gray-400 mt-2">
+              Generated {formatDate(localUpdatedAt)}
+            </p>
+          )}
+        </>
+      ) : (
+        <p className="text-sm text-gray-400 italic">
+          {!aiConfigured?.configured
+            ? "AI not configured. Set up your API key in Admin → Settings."
+            : canEdit
+            ? "No summary yet. Click Generate to create one."
+            : "No summary generated yet."}
+        </p>
+      )}
+    </div>
+  );
+}

apps/web/src/components/resources/BulkEditModal.tsx

@@ -0,0 +1,196 @@
+"use client";
+
+import { useState } from "react";
+import { FieldType } from "@planarchy/shared";
+import type { BlueprintFieldDefinition } from "@planarchy/shared";
+import { trpc } from "~/lib/trpc/client.js";
+
+const INPUT_CLS =
+  "px-3 py-2 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm";
+
+interface Props {
+  selectedIds: string[];
+  fieldDefs: BlueprintFieldDefinition[];
+  onClose: () => void;
+  onSuccess: () => void;
+}
+
+export function BulkEditModal({ selectedIds, fieldDefs, onClose, onSuccess }: Props) {
+  // Track which fields are included in the bulk update + their new values
+  const [included, setIncluded] = useState<Set<string>>(new Set());
+  const [values, setValues] = useState<Record<string, unknown>>({});
+  const [error, setError] = useState<string | null>(null);
+
+  const utils = trpc.useUtils();
+  const mutation = trpc.resource.batchUpdateCustomFields.useMutation({
+    onSuccess: async () => {
+      await utils.resource.list.invalidate();
+      onSuccess();
+      onClose();
+    },
+    onError: (err) => setError(err.message),
+  });
+
+  function toggleInclude(key: string) {
+    setIncluded((prev) => {
+      const next = new Set(prev);
+      if (next.has(key)) { next.delete(key); } else { next.add(key); }
+      return next;
+    });
+  }
+
+  function setValue(key: string, value: unknown) {
+    setValues((prev) => ({ ...prev, [key]: value }));
+  }
+
+  function handleSave() {
+    setError(null);
+    const fields: Record<string, unknown> = {};
+    for (const key of included) {
+      fields[key] = values[key] ?? "";
+    }
+    if (Object.keys(fields).length === 0) {
+      setError("Select at least one field to update.");
+      return;
+    }
+    mutation.mutate({ ids: selectedIds, fields });
+  }
+
+  function handleBackdrop(e: React.MouseEvent<HTMLDivElement>) {
+    if (e.target === e.currentTarget) onClose();
+  }
+
+  const editableFields = fieldDefs.filter((f) => !f.required || included.has(f.key));
+
+  return (
+    <div
+      className="fixed inset-0 bg-black/50 z-50 flex items-start justify-center overflow-y-auto py-8"
+      onClick={handleBackdrop}
+    >
+      <div className="bg-white rounded-xl shadow-2xl w-full max-w-lg mx-4">
+        <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200">
+          <div>
+            <h2 className="text-lg font-semibold text-gray-900">Bulk Edit Custom Fields</h2>
+            <p className="text-sm text-gray-500 mt-0.5">
+              Updating {selectedIds.length} resource{selectedIds.length !== 1 ? "s" : ""}
+            </p>
+          </div>
+          <button type="button" onClick={onClose} className="text-gray-400 hover:text-gray-600 text-2xl leading-none" aria-label="Close">×</button>
+        </div>
+
+        <div className="px-6 py-4 space-y-3 max-h-[60vh] overflow-y-auto">
+          {fieldDefs.length === 0 && (
+            <p className="text-sm text-gray-400 text-center py-6">No custom fields defined. Configure them in Admin → Blueprints.</p>
+          )}
+          {fieldDefs.map((field) => (
+            <div key={field.key} className={`border rounded-lg p-3 transition-colors ${included.has(field.key) ? "border-brand-300 bg-brand-50" : "border-gray-200"}`}>
+              <label className="flex items-center gap-2 mb-2 cursor-pointer">
+                <input
+                  type="checkbox"
+                  checked={included.has(field.key)}
+                  onChange={() => toggleInclude(field.key)}
+                  className="rounded border-gray-300 text-brand-600"
+                />
+                <span className="text-sm font-medium text-gray-700">{field.label}</span>
+                {field.required && <span className="text-xs text-red-500">required</span>}
+              </label>
+
+              {included.has(field.key) && (
+                <FieldInput
+                  field={field}
+                  value={values[field.key]}
+                  onChange={(v) => setValue(field.key, v)}
+                />
+              )}
+            </div>
+          ))}
+        </div>
+
+        {error && (
+          <div className="mx-6 mb-2 px-3 py-2 bg-red-50 border border-red-200 rounded-lg text-sm text-red-700">{error}</div>
+        )}
+
+        <div className="flex items-center justify-between px-6 py-4 border-t border-gray-200">
+          <p className="text-xs text-gray-400">{included.size} field{included.size !== 1 ? "s" : ""} selected</p>
+          <div className="flex gap-3">
+            <button type="button" onClick={onClose} className="px-4 py-2 border border-gray-300 text-gray-700 rounded-lg hover:bg-gray-50 text-sm font-medium">
+              Cancel
+            </button>
+            <button
+              type="button"
+              onClick={handleSave}
+              disabled={mutation.isPending || included.size === 0}
+              className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
+            >
+              {mutation.isPending ? "Saving…" : `Apply to ${selectedIds.length} resource${selectedIds.length !== 1 ? "s" : ""}`}
+            </button>
+          </div>
+        </div>
+      </div>
+    </div>
+  );
+}
+
+function FieldInput({ field, value, onChange }: { field: BlueprintFieldDefinition; value: unknown; onChange: (v: unknown) => void }) {
+  const str = value !== undefined && value !== null ? String(value) : "";
+
+  if (field.type === FieldType.BOOLEAN) {
+    return (
+      <select value={str} onChange={(e) => onChange(e.target.value === "true")} className={INPUT_CLS}>
+        <option value="">— select —</option>
+        <option value="true">Yes</option>
+        <option value="false">No</option>
+      </select>
+    );
+  }
+
+  if (field.type === FieldType.SELECT && field.options) {
+    return (
+      <select value={str} onChange={(e) => onChange(e.target.value)} className={INPUT_CLS}>
+        <option value="">— select —</option>
+        {field.options.map((o) => <option key={o.value} value={o.value}>{o.label || o.value}</option>)}
+      </select>
+    );
+  }
+
+  if (field.type === FieldType.NUMBER) {
+    return (
+      <input
+        type="number"
+        value={str}
+        onChange={(e) => onChange(e.target.value ? Number(e.target.value) : "")}
+        placeholder={field.placeholder}
+        className={INPUT_CLS}
+      />
+    );
+  }
+
+  if (field.type === FieldType.DATE) {
+    return <input type="date" value={str} onChange={(e) => onChange(e.target.value)} className={INPUT_CLS} />;
+  }
+
+  if (field.type === FieldType.TEXTAREA) {
+    return (
+      <textarea
+        value={str}
+        onChange={(e) => onChange(e.target.value)}
+        placeholder={field.placeholder}
+        className={`${INPUT_CLS} w-full resize-none`}
+        rows={3}
+      />
+    );
+  }
+
+  return (
+    <input
+      type={field.type === FieldType.EMAIL ? "email" : field.type === FieldType.URL ? "url" : "text"}
+      value={str}
+      onChange={(e) => onChange(e.target.value)}
+      placeholder={field.placeholder}
+      className={`${INPUT_CLS} w-full`}
+    />
+  );
+}
+
+// Re-export for convenience
+export type { Props as BulkEditModalProps };

apps/web/src/components/resources/ImportModal.tsx

@@ -0,0 +1,312 @@
+"use client";
+
+import { useState, useRef } from "react";
+import { trpc } from "~/lib/trpc/client.js";
+import { parseSpreadsheet, isSpreadsheetFile } from "~/lib/excel.js";
+
+type ImportStage = "idle" | "preview" | "importing" | "done";
+
+interface ImportResult {
+  total: number;
+  created: number;
+  updated: number;
+  errors: { row: number; message: string }[];
+  dryRun: boolean;
+  message?: string;
+}
+
+interface Props {
+  onClose: () => void;
+}
+
+export function ImportModal({ onClose }: Props) {
+  const [stage, setStage] = useState<ImportStage>("idle");
+  const [rows, setRows] = useState<Record<string, string>[]>([]);
+  const [fileName, setFileName] = useState<string>("");
+  const [fileError, setFileError] = useState<string>("");
+  const [result, setResult] = useState<ImportResult | null>(null);
+  const [dryRun, setDryRun] = useState(true);
+  const fileInputRef = useRef<HTMLInputElement>(null);
+
+  const importMutation = trpc.importExport.importCSV.useMutation({
+    onSuccess: (data) => {
+      setResult(data);
+      setStage("done");
+    },
+    onError: (err) => {
+      setFileError(err.message);
+      setStage("preview");
+    },
+  });
+
+  async function handleFileChange(e: React.ChangeEvent<HTMLInputElement>) {
+    const file = e.target.files?.[0];
+    if (!file) return;
+
+    setFileError("");
+    setRows([]);
+    setResult(null);
+
+    if (!isSpreadsheetFile(file)) {
+      setFileError("Unsupported file type. Please upload an Excel (.xlsx, .xls) or CSV file.");
+      return;
+    }
+
+    setFileName(file.name);
+
+    try {
+      const parsed = await parseSpreadsheet(file);
+      setRows(parsed);
+      setStage("preview");
+    } catch (err) {
+      setFileError(err instanceof Error ? err.message : "Failed to parse file.");
+    }
+  }
+
+  function handleImport() {
+    if (rows.length === 0) return;
+    setStage("importing");
+    importMutation.mutate({
+      entityType: "resources",
+      rows,
+      dryRun,
+    });
+  }
+
+  function handleReset() {
+    setStage("idle");
+    setRows([]);
+    setFileName("");
+    setFileError("");
+    setResult(null);
+    if (fileInputRef.current) {
+      fileInputRef.current.value = "";
+    }
+  }
+
+  const previewHeaders = rows.length > 0 ? Object.keys(rows[0]!) : [];
+  const previewRows = rows.slice(0, 5);
+
+  return (
+    <div className="fixed inset-0 z-50 flex items-center justify-center bg-black/40 p-4">
+      <div className="bg-white rounded-2xl shadow-2xl w-full max-w-3xl max-h-[90vh] flex flex-col">
+        {/* Header */}
+        <div className="flex items-center justify-between px-6 py-4 border-b border-gray-200">
+          <h2 className="text-lg font-semibold text-gray-900">Import Resources</h2>
+          <button
+            type="button"
+            onClick={onClose}
+            className="text-gray-400 hover:text-gray-600 transition-colors"
+            aria-label="Close"
+          >
+            <svg className="w-5 h-5" fill="none" viewBox="0 0 24 24" stroke="currentColor" strokeWidth={2}>
+              <path strokeLinecap="round" strokeLinejoin="round" d="M6 18L18 6M6 6l12 12" />
+            </svg>
+          </button>
+        </div>
+
+        {/* Body */}
+        <div className="flex-1 overflow-y-auto px-6 py-4 space-y-4">
+          {/* File picker */}
+          {stage === "idle" && (
+            <div className="space-y-4">
+              <p className="text-sm text-gray-600">
+                Upload an Excel or CSV file to import resources. The first row must contain column headers
+                matching the resource fields (e.g.{" "}
+                <code className="px-1 py-0.5 bg-gray-100 rounded text-xs font-mono">
+                  eid, displayName, email, chapter, lcrCents
+                </code>
+                ).
+              </p>
+              <label className="block">
+                <span className="sr-only">Choose spreadsheet file</span>
+                <div
+                  className="flex flex-col items-center justify-center w-full h-40 border-2 border-dashed border-gray-300 rounded-xl cursor-pointer hover:border-brand-400 hover:bg-brand-50 transition-colors"
+                  onClick={() => fileInputRef.current?.click()}
+                >
+                  <svg className="w-10 h-10 text-gray-400 mb-2" fill="none" viewBox="0 0 24 24" stroke="currentColor" strokeWidth={1.5}>
+                    <path strokeLinecap="round" strokeLinejoin="round" d="M9 13h6m-3-3v6m5 5H7a2 2 0 01-2-2V5a2 2 0 012-2h5.586a1 1 0 01.707.293l5.414 5.414a1 1 0 01.293.707V19a2 2 0 01-2 2z" />
+                  </svg>
+                  <p className="text-sm text-gray-500">Click to select Excel or CSV</p>
+                  <p className="text-xs text-gray-400 mt-1">.xlsx, .xls, .csv supported</p>
+                </div>
+                <input
+                  ref={fileInputRef}
+                  type="file"
+                  accept=".xlsx,.xls,.csv"
+                  className="hidden"
+                  onChange={handleFileChange}
+                />
+              </label>
+              {fileError && (
+                <p className="text-sm text-red-600">{fileError}</p>
+              )}
+            </div>
+          )}
+
+          {/* Preview */}
+          {(stage === "preview" || stage === "importing") && rows.length > 0 && (
+            <div className="space-y-4">
+              <div className="flex items-center justify-between">
+                <div>
+                  <p className="text-sm font-medium text-gray-900">{fileName}</p>
+                  <p className="text-xs text-gray-500">{rows.length} row{rows.length !== 1 ? "s" : ""} parsed</p>
+                </div>
+                <button
+                  type="button"
+                  onClick={handleReset}
+                  className="text-xs text-gray-500 hover:text-gray-700 underline"
+                >
+                  Choose different file
+                </button>
+              </div>
+
+              {previewHeaders.length > 0 && (
+                <div>
+                  <p className="text-xs font-medium text-gray-500 uppercase tracking-wider mb-2">
+                    Preview (first {previewRows.length} of {rows.length} rows)
+                  </p>
+                  <div className="overflow-x-auto rounded-lg border border-gray-200">
+                    <table className="text-xs w-full">
+                      <thead className="bg-gray-50 border-b border-gray-200">
+                        <tr>
+                          {previewHeaders.map((h) => (
+                            <th
+                              key={h}
+                              className="px-3 py-2 text-left font-medium text-gray-500 uppercase tracking-wider whitespace-nowrap"
+                            >
+                              {h}
+                            </th>
+                          ))}
+                        </tr>
+                      </thead>
+                      <tbody className="divide-y divide-gray-100">
+                        {previewRows.map((row, i) => (
+                          <tr key={i} className="hover:bg-gray-50">
+                            {previewHeaders.map((h) => (
+                              <td key={h} className="px-3 py-2 text-gray-700 whitespace-nowrap max-w-[200px] truncate">
+                                {row[h] ?? ""}
+                              </td>
+                            ))}
+                          </tr>
+                        ))}
+                      </tbody>
+                    </table>
+                  </div>
+                  {rows.length > 5 && (
+                    <p className="text-xs text-gray-400 mt-1">…and {rows.length - 5} more rows</p>
+                  )}
+                </div>
+              )}
+
+              {fileError && (
+                <p className="text-sm text-red-600">{fileError}</p>
+              )}
+
+              {/* Import options */}
+              <div className="flex items-center gap-2">
+                <input
+                  type="checkbox"
+                  id="dryRun"
+                  checked={dryRun}
+                  onChange={(e) => setDryRun(e.target.checked)}
+                  className="rounded border-gray-300"
+                />
+                <label htmlFor="dryRun" className="text-sm text-gray-700">
+                  Dry run (validate only, do not write to database)
+                </label>
+              </div>
+            </div>
+          )}
+
+          {/* Done */}
+          {stage === "done" && result && (
+            <div className="space-y-4">
+              <div className={`rounded-lg p-4 ${result.errors.length > 0 ? "bg-yellow-50 border border-yellow-200" : "bg-green-50 border border-green-200"}`}>
+                <p className="text-sm font-medium text-gray-900 mb-1">
+                  {result.dryRun ? "Dry run complete" : "Import complete"}
+                </p>
+                <ul className="text-sm text-gray-700 space-y-0.5">
+                  <li>Total rows: <strong>{result.total}</strong></li>
+                  {!result.dryRun && (
+                    <>
+                      <li>Created: <strong>{result.created}</strong></li>
+                      <li>Updated: <strong>{result.updated}</strong></li>
+                    </>
+                  )}
+                  {result.message && <li>{result.message}</li>}
+                  {result.errors.length > 0 && (
+                    <li className="text-red-600">Errors: <strong>{result.errors.length}</strong></li>
+                  )}
+                </ul>
+              </div>
+
+              {result.errors.length > 0 && (
+                <div className="space-y-1">
+                  <p className="text-xs font-medium text-gray-500 uppercase tracking-wider">Errors</p>
+                  <ul className="text-xs text-red-600 space-y-0.5 max-h-32 overflow-y-auto">
+                    {result.errors.map((e, i) => (
+                      <li key={i}>Row {e.row}: {e.message}</li>
+                    ))}
+                  </ul>
+                </div>
+              )}
+
+              {result.dryRun && result.errors.length === 0 && (
+                <div className="flex items-center gap-2">
+                  <input
+                    type="checkbox"
+                    id="dryRunConfirm"
+                    checked={false}
+                    onChange={() => {
+                      setDryRun(false);
+                      setStage("preview");
+                      setResult(null);
+                    }}
+                    className="rounded border-gray-300"
+                  />
+                  <label htmlFor="dryRunConfirm" className="text-sm text-gray-700 cursor-pointer">
+                    Validation passed — click here to run the actual import
+                  </label>
+                </div>
+              )}
+            </div>
+          )}
+        </div>
+
+        {/* Footer */}
+        <div className="flex items-center justify-end gap-3 px-6 py-4 border-t border-gray-200">
+          <button
+            type="button"
+            onClick={onClose}
+            className="px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors"
+          >
+            Close
+          </button>
+          {(stage === "preview") && (
+            <button
+              type="button"
+              onClick={handleImport}
+              disabled={rows.length === 0 || importMutation.isPending}
+              className="px-4 py-2 text-sm font-medium text-white bg-brand-600 rounded-lg hover:bg-brand-700 disabled:opacity-50 transition-colors"
+            >
+              {dryRun ? "Validate" : "Import"} {rows.length} row{rows.length !== 1 ? "s" : ""}
+            </button>
+          )}
+          {stage === "importing" && (
+            <span className="px-4 py-2 text-sm text-gray-500 animate-pulse">Importing…</span>
+          )}
+          {stage === "done" && (
+            <button
+              type="button"
+              onClick={handleReset}
+              className="px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors"
+            >
+              Import another file
+            </button>
+          )}
+        </div>
+      </div>
+    </div>
+  );
+}