Commit Graph

9 Commits

Author SHA1 Message Date
Hartmut 4f48afe7b4 feat(planning): ship holiday-aware planning and assistant upgrades 2026-03-28 22:49:28 +01:00
Hartmut 66878f18f4 feat: Activity History system — full audit coverage, UI, AI tools
Infrastructure (Phase 1):
- AuditLog schema: add source, entityName, summary fields + index
- createAuditEntry() helper: auto-diff, auto-summary, fire-and-forget
- auditLog query router: list, getByEntity, getTimeline, getActivitySummary

Audit Coverage (Phase 2 — 14 routers, 50+ mutations):
- vacation: create, approve, reject, cancel, batch ops (8 mutations)
- user: create, updateRole, setPermissions, resetPermissions (5 mutations)
- entitlement: set, bulkSet (3 mutations)
- client: create, update, delete, batchUpdateSortOrder
- org-unit: create, update, deactivate
- country: create, update, createCity, updateCity, deleteCity
- management-level: createGroup, updateGroup, createLevel, updateLevel, deleteLevel
- settings: updateSystemSettings (sensitive fields sanitized), testSmtp
- blueprint: create, update, updateRolePresets, delete, batchDelete, setGlobal
- rate-card: create, update, deactivate, addLine, updateLine, deleteLine, replaceLines
- calculation-rules: create, update, delete
- effort-rule: create, update, delete
- experience-multiplier: create, update, delete
- utilization-category: create, update

Admin UI (Phase 3):
- /admin/activity-log page with global searchable timeline
- Filters: entity type, action, user, date range, text search
- Expandable before/after diff view per entry
- Summary cards showing top entity types by change count
- EntityHistory reusable component for entity detail pages
- Sidebar nav link with clock icon

AI Assistant (Phase 4):
- query_change_history tool: "Who changed project X?"
- get_entity_timeline tool: "What happened to resource Y?"

Regression: 283 engine + 37 staffing tests pass. TypeScript clean.

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-22 22:39:30 +01:00
Hartmut 7e4b21afe9 feat: Dispo V2 import — API router + admin UI
API Router (packages/api/src/router/dispo.ts):
- 12 adminProcedure endpoints wired to existing application layer
- stageImportBatch, validateImportBatch, commitImportBatch
- listImportBatches, getImportBatch, cancelImportBatch
- listStagedResources/Projects/Assignments/Vacations/Unresolved
- resolveStagedRecord (APPROVE/REJECT/SKIP actions)

Admin UI:
- /admin/dispo-imports — batch list with status filter, new import modal
- /admin/dispo-imports/[batchId] — detail with 6 tabs:
  Summary, Resources, Projects, Assignments, Vacations, Unresolved
- Unresolved review queue with approve/skip per-record actions
- Commit workflow with pre-validation and progress indicator
- Sidebar nav link under Admin

Also fixes: timeline filter dropdown z-index (toolbar relative z-20)

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-22 19:07:20 +01:00
Hartmut fbeab5cd79 feat: Sprint 5 — AI insights, webhooks/Slack, PWA, performance monitoring
AI-Powered Insights (G9):
- Rule-based anomaly detection: budget burn rate, staffing gaps, utilization,
  timeline overruns across all active projects
- AI narrative generation via existing Azure OpenAI integration
- Cached in project dynamicFields to avoid regeneration
- New /analytics/insights page with anomaly feed + project summaries
- Sidebar nav: "AI Insights" under Analytics

Webhook System + Slack (G10):
- Webhook model in Prisma (url, secret, events, isActive)
- HMAC-SHA256 signed payloads with 5s timeout fire-and-forget dispatch
- Slack-aware: routes hooks.slack.com URLs through Slack formatter
- 6 events integrated: allocation.created/updated/deleted, project.created/
  status_changed, vacation.approved
- Admin UI: /admin/webhooks with CRUD, test button, event checkboxes
- webhook router: list, getById, create, update, delete, test

PWA Support (G11):
- manifest.json with standalone display, brand-colored icons (192+512px)
- Service worker: cache-first for static, network-first for API, offline fallback
- ServiceWorkerRegistration component with 60-min update checks
- InstallPrompt banner with 30-day dismissal memory
- Apple Web App meta tags + viewport theme color

Performance Monitoring (A15):
- Pino structured logging (JSON prod, pretty dev) via LOG_LEVEL env
- tRPC logging middleware on all protectedProcedure calls
- Request ID (UUID) per call for log correlation
- Slow query warnings (>500ms) at warn level
- GET /api/perf endpoint: memory, uptime, SSE connections, node version

Fix: renamed scenario.apply to scenario.applyScenario (tRPC reserved word)

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-20 06:57:20 +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 ddec3a927a feat: timeline multi-select, demand popover, resource hover card, merged tooltips, dark mode fixes
Major timeline enhancements:
- Right-click drag multi-selection with floating action bar (batch delete/assign)
- DemandPopover for demand strip details (replaces broken "Loading" modal)
- ResourceHoverCard on name hover showing skills, rates, role, chapter
- Merged heatmap+vacation tooltips into unified TimelineTooltip component
- Fixed overbooking blink animation (date normalization, z-index ordering)
- Fixed dark mode sticky column bleed-through in project view
- System roles admin page, notification task management, performance review docs

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-18 23:43:51 +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 368fd6d7ad feat: calculation rules engine for decoupled cost attribution and chargeability
Introduces an admin-configurable rules engine that determines per-day cost
attribution (CHARGE/ZERO/REDUCE) and chargeability reporting (COUNT/SKIP)
for absence types (sick, vacation, public holiday). Includes shared types,
Zod schemas, Prisma model, rule matching with specificity scoring, default
rules, calculator integration, CRUD API router, seed data, chargeability
report integration, and admin UI.

283/283 engine tests, 209/209 API tests, 0 TS errors.

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-15 09:29:12 +01:00
Hartmut dd55d0e78b chore(repo): initialize planarchy workspace 2026-03-14 14:31:09 +01:00