Schema:
- Client model: add tags String[] field
- Shared types + Zod schemas updated for tags
API:
- client.create/update: accept tags array
- client.delete: with safety checks (no projects, no children)
- client.batchUpdateSortOrder: batch reorder in transaction
UI (complete redesign of ClientsAdminClient):
- Drag-and-drop reordering via @dnd-kit (sortable)
- Inline editing: click name/sortOrder to edit in-place
- Tag pills: auto-colored by hash, add/remove inline
- Tag auto-suggest from existing tags across all clients
- Sticky "Add Client" input row at top
- Search/filter by name, code, or tag
- Delete with inline confirmation
- Optimistic reorder (instant UI update)
- Full dark theme support
Co-Authored-By: claude-flow <ruv@ruv.net>
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>
- 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>
- 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>
The create_project and update_project AI assistant tools now resolve
the responsiblePerson field against active resources (case-insensitive).
This ensures the name matches an existing resource so dashboard
widgets like "My Projects" can correctly link projects to people.
Closes#15
Co-Authored-By: claude-flow <ruv@ruv.net>
Adds the missing create_project tool definition and executor to
assistant-tools.ts, enabling the AI chatbot to create new projects
when provided with the required information (shortCode, name,
orderType, budgetCents, startDate, endDate).
Includes validation for enums, short code format/uniqueness, date
range, and optional blueprint/client lookup by name. Follows the
same permission guard pattern as existing write tools.
Closes#14
Co-Authored-By: claude-flow <ruv@ruv.net>
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>
Redesigned timeline project and resource panels with expanded detail views,
added quick filter toolbar, improved drag handling, and enhanced vacation/entitlement
router logic. Includes e2e test updates and minor API fixes.
Co-Authored-By: claude-flow <ruv@ruv.net>
Hartmut