Commit Graph

23 Commits

Author SHA1 Message Date
Hartmut 47e4d701ff chore(repo): checkpoint current capakraken implementation state 2026-03-29 12:47:12 +02:00
Hartmut 4f48afe7b4 feat(planning): ship holiday-aware planning and assistant upgrades 2026-03-28 22:49:28 +01:00
Hartmut cd78f72f33 chore: full technical rename planarchy → capakraken
Complete rename of all technical identifiers across the codebase:

Package names (11 packages):
- @planarchy/* → @capakraken/* in all package.json, tsconfig, imports

Import statements: 277 files, 548 occurrences replaced

Database & Docker:
- PostgreSQL user/db: planarchy → capakraken
- Docker volumes: planarchy_pgdata → capakraken_pgdata
- Connection strings updated in docker-compose, .env, CI

CI/CD:
- GitHub Actions workflow: all filter commands updated
- Test database credentials updated

Infrastructure:
- Redis channel: planarchy:sse → capakraken:sse
- Logger service name: planarchy-api → capakraken-api
- Anonymization seed updated
- Start/stop/restart scripts updated

Test data:
- Seed emails: @planarchy.dev → @capakraken.dev
- E2E test credentials: all 11 spec files updated
- Email defaults: @planarchy.app → @capakraken.app
- localStorage keys: planarchy_* → capakraken_*

Documentation: 30+ .md files updated

Verification:
- pnpm install: workspace resolution works
- TypeScript: only pre-existing TS2589 (no new errors)
- Engine: 310/310 tests pass
- Staffing: 37/37 tests pass

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-27 13:18:09 +01:00
Hartmut d58f121c12 feat: clickable project names in ProjectHealth widget
Project names in the health widget now link to /projects/[id] detail page.
Hover: brand color transition for visual feedback.

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-26 13:01:42 +01:00
Hartmut be2d2c0d56 feat: Shoring column in ProjectHealth widget + populate country data
Widget: added "Shoring" column with ShoringBadge per project showing
offshore % with color indicator (green/yellow/red).

Backend: added id field to ProjectHealthRow for badge queries.

Database: assigned diverse countries to 11 resources for realistic
shoring data (25 DE, 5 ES, 4 IN, 2 US instead of all-DE).

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-26 11:49:28 +01:00
Hartmut ea9263de29 fix: ChargeabilityWidget hooks order — move useMemo before early return
React Rules of Hooks violation: filteredTop and filteredWatch useMemo
hooks were placed AFTER the isLoading early return, causing "Rendered
more hooks than during the previous render" error that crashed the
entire dashboard.

Fix: moved rawTop/rawWatch/month declarations and filteredTop/filteredWatch
useMemo hooks BEFORE the isLoading early return so hooks always run
in the same order.

Verified in Chrome: dashboard loads with zero console errors.

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-23 09:36:37 +01:00
Hartmut 208f866d68 feat: shared widget filter system for all dashboard widgets
Shared infrastructure:
- WidgetFilterBar: declarative filter component (search, select, toggle)
- useWidgetFilterOptions: cached hook for clients, countries, roles, chapters

Widget integration (5 widgets):
- ProjectHealth: search (name) + select (client)
- BudgetForecast: search (name) + select (client)
- Chargeability: select (chapter) + toggle (include proposed)
- SkillGap: search (skill name)
- TopValue: select (chapter)

Backend: added clientId/clientName to ProjectHealth and BudgetForecast
query results for client-based filtering.

Filter state persisted via widget config (survives page reload).
All filters use compact 11px inputs with full dark theme support.

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-23 09:21:46 +01:00
Hartmut 3d117708ff fix: stat card sub-text on separate line below main number
The sub-text (e.g. "36 active", "30 total") was rendering inline
next to the large number, creating confusing "36₃₆ active" appearance.
Fixed by wrapping the number in a block <div> and the sub-text in a
block <p>, ensuring they stack vertically.

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-22 22:05:55 +01:00
Hartmut 0f129dc0de fix: add InfoTooltip column descriptions + dark theme to 3 new widgets
Budget Forecast Widget:
- Project: "Active projects with a defined budget"
- Budget Usage: "Percentage of total budget consumed by current allocations"
- Burn/mo: "Monthly burn rate based on currently active allocations"
- Exhaustion: "Projected date when budget will be fully consumed"

Project Health Widget:
- Project: "Active projects scored across three health dimensions"
- B / S / T: "Budget health, Staffing health, Timeline health"
- Score: "Composite score: average of Budget, Staffing, Timeline (0-100)"
- Score badge: dark theme variants for green/amber/red

Skill Gap Widget:
- Skill: "Skills required by open demand positions"
- Demand: "Number of unfilled demand requirements needing this skill"
- Supply: "Number of active resources with this skill at proficiency 3+"
- Gap: "Supply minus Demand: negative = shortage, positive = surplus"

All three: added dark:bg-gray-800/50 thead, dark:divide-gray-800 tbody,
dark:hover:bg-gray-800/30 rows, dark:text-gray-100/300/400 text colors.

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-22 22:04:30 +01:00
Hartmut 2c65abd231 refactor: redesign widget container for dark theme consistency
WidgetContainer redesign:
- Remove grey bg-gray-50/50 header background (clashed with dark theme)
- Header now uses transparent background with subtle separator line
- Add description prop — shows catalog description under title
- Drag grip dots appear on hover (6-dot pattern, hidden by default)
- Remove button appears on hover with red highlight
- Dark theme: bg-gray-900, border-gray-700/60, gray-800 separator
- Drag state: ring-2 ring-brand-400/30 with scale effect
- Hover state: shadow-md with border color transition

DashboardClient: passes widget.description to WidgetContainer

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-22 21:55:17 +01:00
Hartmut e1368c7ef7 feat: Sprint 4 — scenario planner, report builder, comments, dashboard widgets
What-If Scenario Planner (G5):
- New /projects/[id]/scenario page with side-by-side baseline vs scenario
- simulate mutation: pure cost/hours/headcount/utilization computation
- apply mutation: creates real PROPOSED assignments from scenario
- Impact cards: cost delta, hours delta, headcount, skill coverage %
- Per-resource utilization impact table with over-allocation warnings
- "What-If" button added to project detail page

Custom Report Builder (G7):
- New /reports/builder page with full config panel
- Entity selector (resource/project/assignment), column picker, filter builder
- Dynamic Prisma query with eq/neq/gt/lt/contains/in operators
- Sortable results table with pagination (50/page)
- CSV export via exportReport mutation
- Sidebar nav link under Analytics

Collaboration Layer (G8):
- Comment model in Prisma (entityType/entityId, replies, @mentions, resolved)
- comment router: list, count, create, resolve, delete
- @mention parsing with notification creation + SSE delivery
- CommentInput with @mention autocomplete (arrow nav, Enter/Tab confirm)
- CommentThread with avatar, timestamp, reply, resolve, delete
- Integrated as "Comments" tab in estimate workspace with count badge

Dashboard Widgets:
- BudgetForecastWidget: progress bars per project, burn rate, exhaustion date
- SkillGapWidget: supply vs demand per skill, shortage/surplus indicators
- ProjectHealthWidget: 3-dimension health circles + composite score
- 3 new application use-cases + dashboard router queries
- All registered in widget-registry with lazy imports

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-19 21:47:47 +01:00
Hartmut 4118995319 feat: Sprint 1 — staffing assign, dashboard cache, bulk ops, notifications
Staffing "Assign" Button:
- Inline assignment form on each suggestion card in StaffingPanel
- Pre-fills project, dates, hours from search criteria
- 1-click confirm creates allocation with PROPOSED status
- Success/error toasts, removes assigned suggestions from list

Dashboard Redis Caching:
- New cache utility (packages/api/src/lib/cache.ts) with get/set/invalidate
- All 5 dashboard queries wrapped with 60s TTL cache-aside pattern
- Auto-invalidation on allocation + project mutations (fire-and-forget)
- Graceful fallthrough to DB if Redis unavailable

Bulk Operations:
- CSV export for selected resources and projects (apps/web/src/lib/csv-export.ts)
- Project batch delete mutation with cascade (assignments, demands, rules)
- Export/Delete buttons added to BatchActionBar on both list pages

Budget Overrun Notifications:
- checkBudgetThresholds() alerts at 80% (HIGH) and 100% (URGENT)
- Called after every allocation mutation, duplicate-safe
- Targets ADMIN + MANAGER users with SSE delivery

Estimate Approval Reminders:
- checkPendingEstimateReminders() finds SUBMITTED versions > 3 days old
- Cron endpoint: GET /api/cron/estimate-reminders (optional CRON_SECRET auth)
- Creates in-app REMINDER notifications, duplicate-safe

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-19 20:43:36 +01:00
Hartmut 5ffc0d92e4 perf: lazy-load xlsx/recharts, split estimate tabs, memoize nav
- xlsx dynamically imported via cached singleton in excel.ts and
  skillMatrixParser.ts (removes ~100 kB from 4 routes)
- recharts extracted into lazy-loaded SkillDistributionChart and
  PeakTimesChart components (removes ~60 kB from 3 routes)
- EstimateWorkspaceClient: 7 tab components + 2 editors loaded via
  next/dynamic (reduces /estimates/[id] from 323 kB to 138 kB)
- ImportModal lazy-loaded in ResourcesClient (deferred until open)
- NavItem memoized with React.memo, top 5 routes get prefetch=true
- Raw <img> replaced with next/image in ProjectsClient, CoverArtSection
- tRPC QueryClient: refetchOnWindowFocus/Reconnect disabled globally

Heaviest routes reduced 39-66% First Load JS:
  /analytics/skills: 383→132 kB (-66%)
  /estimates/[id]:   323→138 kB (-57%)
  /resources/[id]:   458→210 kB (-54%)
  /estimates:        310→170 kB (-45%)
  /resources:        363→222 kB (-39%)

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-19 01:23:33 +01:00
Hartmut f1f1be21c7 feat: Sprint 3 — delight, polish, and responsive sidebar
Celebration micro-interactions:
- SuccessToast: auto-dismissing pill toast (success/info/warning variants)
- ConfettiBurst: pure CSS 20-particle confetti on project creation
- Project wizard: confetti + toast on successful creation
- Vacation approval/rejection: contextual toasts
- Allocation status change: success toast
- Button: active:scale-[0.97] press feedback on all variants

Collapsible sidebar + responsive:
- Desktop: toggle collapse (72px icons-only mode) with localStorage persistence
- NavTooltip: hover labels on collapsed icons
- Mobile: hamburger menu + slide-in overlay with backdrop
- Auto-close sidebar on mobile navigation
- Scroll-to-top on route change (smooth behavior)

Hover polish + accessibility:
- Table rows: animated left-border accent + hover-lift
- Stat cards + widgets: hover elevation + border glow
- Timeline blocks: scale(1.02) + shadow-md on hover
- Smooth scroll globally with prefers-reduced-motion fallback
- Filter chips: framer-motion scale+fade enter/exit
- Dropdowns: scaleY origin-top reveal animation
- Preferences modal: scale+fade entrance
- Link underline: animated ::after width expansion on hover

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-19 01:02:51 +01:00
Hartmut a97597093f feat: Sprint 2 — data storytelling and visual richness
Timeline project color system:
- 16-color deterministic palette (same project = same color always)
- Resource panel: allocation blocks colored by project instead of uniform green
- Project panel: colored left border + dot on project headers
- ProjectColorLegend: floating strip showing color-to-project mapping
- Utilization intensity tint: subtle background gradient on resource rows

Table visual enhancements:
- Resources: inline 3px utilization bar below chargeability percentage
- Resources: 32px avatar circles with initials + role-derived colors
- Projects: animated budget bars, styled resource count badges
- Allocations: 3px left border colored by status (green/amber/blue/gray/red)

KPI progress rings:
- Budget utilization: ProgressRing wrapping AnimatedNumber on dashboard
- Chargeability report: ring on average chargeability summary card
- Resource detail: rings on chargeability target + actual metrics
- Vacation balance: ring showing remaining days with color thresholds
- Demand widget: mini rings on FTE fill rate per project
- Resource detail: FadeIn on SkillRadarChart

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-19 00:58:06 +01:00
Hartmut ae92923c28 feat: Sprint 1 — Alive Enterprise animation foundation
Animation primitives (6 new components):
- AnimatedNumber: count-up with easeOutExpo, de-DE locale formatting
- ShimmerSkeleton: diagonal gradient sweep replacing animate-pulse
- FadeIn: framer-motion viewport-triggered fade + slide
- StaggerList/StaggerItem: staggered children entrance
- Sparkline: pure SVG inline trend chart with draw-in animation
- ProgressRing: animated circular progress with CSS transitions

Sidebar & page transitions:
- Sliding nav indicator (framer-motion layoutId animation)
- Icon frame hover glow (brand-color shadow)
- Smooth section collapse/expand (AnimatePresence height animation)
- PageTransition wrapper (fade-up on route change)
- AnimatedModal component (scale + fade with custom bezier)
- Notification badge bounce on count increase

Dashboard animations:
- StatCards: AnimatedNumber count-up + staggered FadeIn + budget color tinting
- WidgetContainer: fade-slide-up on mount
- Chargeability: animated percentages + inline utilization bars
- ProjectTable/MyProjects: animated numbers + staggered row entrance

Shimmer skeletons & table animations:
- Replaced animate-pulse across 20+ loading states with shimmer gradient
- Staggered row entrance (fadeSlideIn) on Resources, Projects, Allocations tables
- hover-lift utility class for subtle card/row elevation on hover
- Content-shaped skeletons (avatars, text bars, badges)

Light mode surface depth:
- Mesh gradient page background (subtle accent-tinted corners)
- Enhanced card shadows (two-layer depth)
- Sidebar glassmorphism upgrade (bg-white/60, backdrop-blur-2xl, saturate-150)
- Toolbar sticky backdrop blur
- Enhanced focus ring with brand-color glow

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-19 00:48:55 +01:00
Hartmut e7b74f13bd refactor: consolidate duplicated code across web and API packages
- Extract shared render helpers (vacation blocks, range overlay, overbooking blink) into renderHelpers.tsx
- Centralize status badge styles and vacation color maps into status-styles.ts
- Extract dragMath.ts utility from useTimelineDrag for reuse
- Split useInvalidatePlanningViews into useInvalidateTimeline (4 queries) + useInvalidatePlanningViews (8 queries)
- Adopt findUniqueOrThrow() and Prisma select constants across API routers
- Add shared fmtEur() helper for API-side money formatting
- Wrap TimelineResourcePanel and TimelineProjectPanel with React.memo
- Fix pre-existing TS2589 deep type errors in TeamCalendar and VacationModal
- 38 files changed, reducing ~400 lines of duplicated code

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-19 00:10:08 +01:00
Hartmut d0f04f13f8 feat: enterprise notification & task management system
Phase N.1 — Data Model:
- Extend Notification model with category, priority, task fields (status, action,
  assignee, dueDate, completedAt/By), reminder fields (remindAt, recurrence,
  nextRemindAt), and targeting metadata (sourceId, senderId, channel)
- Add NotificationCategory, NotificationPriority, TaskStatus enums
- Add NotificationBroadcast model for group notifications
- Shared types with parseTaskAction()/buildTaskAction() helpers

Phase N.2 — API:
- Extend notification router: listTasks, taskCounts, updateTaskStatus,
  createReminder/update/delete/list, createBroadcast/listBroadcasts,
  createTask, assignTask, delete
- Broadcast targeting: resolve recipients by user/role/project/orgUnit/all
- Task-action registry: approve_vacation, reject_vacation, confirm_assignment
- Reminder scheduler: 60s poll interval, recurring support, catch-up on start
- SSE events: TASK_ASSIGNED, TASK_COMPLETED, TASK_STATUS_CHANGED,
  REMINDER_DUE, BROADCAST_SENT

Phase N.3 — AI Assistant:
- 7 new tools: list_tasks, get_task_detail, update_task_status,
  execute_task_action, create_reminder, create_task_for_user, send_broadcast
- execute_task_action dispatches to task-action registry with per-action
  permission checks, marks tasks as completed by AI

Phase N.4 — Frontend:
- Enhanced NotificationBell with task badge, tabs (All/Tasks/Reminders)
- TaskCard component with priority badges, due dates, action buttons
- ReminderModal for creating/editing personal reminders
- BroadcastModal for targeted group notifications (manager+)
- NotificationCenter full-page with 5 tabs and bulk actions
- TaskWidget dashboard widget showing open tasks
- Admin broadcast management page
- AppShell nav links for Notifications and Broadcasts
- SSE hook handlers for task/reminder events

Phase N.5 — Auto-Tasks:
- Vacation create → APPROVAL tasks for all managers
- Vacation approve/reject → mark approval tasks as DONE
- Demand create → TASK for managers to fill staffing needs

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-18 11:51:49 +01:00
Hartmut 093e13b88f feat: project cover art with AI generation, branding rename, RBAC fix, computation graph
- Add DALL-E cover art generation for projects (Azure OpenAI + standard OpenAI)
- CoverArtSection component with generate/upload/remove/focus-point controls
- Client-side image compression (10MB input → WebP/JPEG, max 1920px)
- DALL-E settings in admin panel (deployment, endpoint, API key)
- MCP assistant tools for cover art (generate_project_cover, remove_project_cover)
- Rename "Planarchy" → "plANARCHY" across all UI-facing text (13 files)
- Fix hardcoded canEdit={true} on project detail page — now checks user role
- Computation graph visualization (2D/3D) for calculation rules
- OG image and OpenGraph metadata

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-18 11:31:56 +01:00
Hartmut b0e55786c3 feat: AI assistant (HartBOT), demand filling, budget-per-role, project favorites, and UX improvements
AI Assistant (HartBOT):
- Chat panel with inline layout, session persistence, message history (up-arrow recall)
- OpenAI function calling with 20+ tools (search, navigate, create/cancel allocations, update status)
- RBAC-aware tool filtering, fuzzy search with word-level matching
- Navigation actions (router.push) and data invalidation after mutations
- Country/metro city/org unit/role filtering on resource search

Demand Filling Enhancements:
- Two-phase fill modal: plan multiple resources, then confirm & assign all at once
- Availability preview per resource (available/partial/conflict days, existing bookings)
- Coverage bar showing demand hours distribution across assigned resources
- Fill demand from project detail page (new Assign button per demand)
- Fixed: filled demands no longer shown on timeline, demand bars no longer overlap

Budget per Role:
- DemandRequirement.budgetCents field (schema + API + UI)
- Project wizard step 3: budget input per role with allocation summary bar
- Project detail: allocated vs booked budget per demand
- Fill demand modal: role budget display with cost estimates
- AllocationModal: budget field for demand editing

Project Favorites:
- User.favoriteProjectIds (JSONB) with toggle API
- Star button on projects list and detail page (optimistic updates)
- "My Projects" dashboard widget (favorites + responsible person projects)

Project Management:
- Edit project from detail page (ProjectModal integration)
- Edit demands from detail page (AllocationModal integration)
- Admin-only project deletion (cascades assignments + demands)
- Create user accounts from admin panel

Timeline Fixes:
- Country multi-select filter with backend support
- URL param sync for same-page navigation (AI assistant integration)
- Demand lane stacking (no more overlapping bars)
- Single-day booking resize handles (always visible, min 6px)
- Single-day resize allowed (start === end)
- "All Clients" toggle (select all / deselect all)

Other Fixes:
- crypto.randomUUID fallback for non-secure contexts
- Chat message limit raised (200 max, client sends last 40)
- Status dropdown portal (no longer clipped by table overflow)
- Cents display restored in budget views (2 decimal places)
- Allocations grouped view with project sub-groups (collapsed by default)
- Server-side resource search for project wizard (no 500 limit)

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-16 15:31:48 +01:00
Hartmut 625a842d89 feat: dashboard overhaul, chargeability reports, dispo import enhancements, UI polish
Dashboard: expanded chargeability widget, resource/project table widgets
with sorting and filters, stat cards with formatMoney integration.

Chargeability: new report client with filtering, chargeability-bookings
use case, updated dashboard overview logic.

Dispo import: TBD project handling, parse-dispo-matrix improvements,
stage-dispo-projects resource value scores, new tests.

Estimates: CommercialTermsEditor component, commercial-terms engine
module, expanded estimate schemas and types.

UI: AppShell navigation updates, timeline filter/toolbar enhancements,
role management improvements, signin page redesign, Tailwind/globals
polish, SystemSettings SMTP section, anonymization support.

Tests: new router tests (anonymization, chargeability, effort-rule,
entitlement, estimate, experience-multiplier, notification, resource,
staffing, vacation).

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-14 23:29:07 +01:00
Hartmut ad0855902b refactor: complete v2 refactoring plan (Phases 1-5)
Phase 1 — Quick Wins: centralize formatMoney/formatCents, extract
findUniqueOrThrow helper (19 routers), shared Prisma select constants,
useInvalidatePlanningViews hook, status badge consolidation, composite
DB indexes.

Phase 2 — Timeline Split: extract TimelineContext, TimelineResourcePanel,
TimelineProjectPanel; split 28-dep useMemo into 3 focused memos.
TimelineView.tsx reduced from 1,903 to 538 lines.

Phase 3 — Query Performance: server-side filtering for getEntriesView,
remove availability from timeline resource select, SSE event debouncing
(50ms batch window).

Phase 4 — Estimate Workspace: extract 7 tab components and 3 editor
components. EstimateWorkspaceClient 1,298→306 lines,
EstimateWorkspaceDraftEditor 1,205→581 lines.

Phase 5 — Package Cleanup: split commit-dispo-import-batch (1,112→573
lines), extract shared pagination helper with 11 tests.

All tests pass: 209 API, 254 engine, 67 application.

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-14 23:03:42 +01:00
Hartmut dd55d0e78b chore(repo): initialize planarchy workspace 2026-03-14 14:31:09 +01:00