Commit Graph

459 Commits

Author SHA1 Message Date
Hartmut 3aac946443 feat(staffing): enforce planning and cost audiences 2026-03-30 09:36:38 +02:00
Hartmut a960d43ed1 feat(assistant): align tool visibility with route audiences 2026-03-30 09:22:26 +02:00
Hartmut 93c4374973 feat(auth): introduce explicit planning read permission 2026-03-30 09:15:07 +02:00
Hartmut a50ca09333 feat(auth): tighten allocation read audiences 2026-03-30 09:03:44 +02:00
Hartmut db45829eca feat(auth): classify planning and resource read audiences 2026-03-30 08:51:07 +02:00
Hartmut f6daf21983 feat(import): harden untrusted spreadsheet boundaries 2026-03-30 08:02:52 +02:00
Hartmut fac8c1c3a5 feat(sse): scope timeline events to affected audiences 2026-03-30 00:40:24 +02:00
Hartmut 819345acfa feat(platform): harden access scoping and delivery baseline 2026-03-30 00:27:31 +02:00
Hartmut 00b936fa1f feat(assistant): extend audit and import parity 2026-03-29 12:56:29 +02:00
Hartmut 47e4d701ff chore(repo): checkpoint current capakraken implementation state 2026-03-29 12:47:12 +02:00
Hartmut beae1a5d6e feat(assistant): add approval inbox and e2e hardening 2026-03-29 10:10:59 +02:00
Hartmut 4f48afe7b4 feat(planning): ship holiday-aware planning and assistant upgrades 2026-03-28 22:49:28 +01:00
Hartmut 2a005794e7 feat: additive security improvements — prompt guard, content filter, data classification
Prompt Injection Detection (EGAI 4.6.3.2):
- 12-pattern regex scanner on user messages before AI processing
- Logs warning + creates SecurityAlert audit entry on detection
- Reinforces system prompt instead of blocking (non-breaking)

AI Output Content Filter (EGAI 4.3.2.1):
- Scans AI responses for leaked credentials/secrets
- Auto-redacts passwords, API keys, bearer tokens, private keys
- Logs warning + SecurityAlert audit when redaction occurs

AI Tool Execution Audit Trail (IAAI 3.6.35):
- Every AI tool call creates AiToolExecution audit entry
- Logs tool name, parameters, userId, source: "ai"

Data Classification Labels (EGAI 4.2):
- DATA_CLASSIFICATION constant mapping all fields to HC/C/IR/U
- Exported from @capakraken/shared

All changes strictly additive — no existing logic modified.

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-27 16:23:33 +01:00
Hartmut 1fc1e9f24c feat: AI security controls + PostgreSQL hardening (Week 1 Quick Wins)
AI Security (EGAI 4.3.1.3, 4.3.1.4, 4.1.3.1, IAAI 3.6.26):
- AI Disclaimer banner in ChatPanel: "AI responses may be inaccurate"
- "AI Generated" violet badge on: chat messages, AI summaries,
  project narratives, AI-generated cover images
- HITL: system prompt now requires explicit user confirmation
  before any data mutation (strongly worded instruction)
- Mutation tool audit logging: all 31 write tools logged with
  tool name, params, userId, userRole via Pino

PostgreSQL Hardening (PG Standard V1.6):
- Audit logging: log_connections, log_disconnections, log_statement=ddl,
  log_min_duration_statement=1000 in docker-compose
- SUPERUSER removal script: scripts/harden-postgres.sh
  (NOSUPERUSER + minimal GRANT for app user)
- Health check: pg_isready -U capakraken -d capakraken
- Documentation: security-architecture.md Section 12 updated

Controls closed: EGAI 4.1.3.1, 4.3.1.3, 4.3.1.4, PG 3.3, 3.5

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-27 16:18:35 +01:00
Hartmut 9d43e4b113 feat: ACN Application Security Standard V7.30 compliance (19/23 items)
CRITICAL — Authentication & Access:
- TOTP MFA: otpauth-based, QR setup UI, sign-in flow integration,
  admin disable override, /account/security self-service page
- Session Timeouts: 8h absolute (maxAge), 30min idle (updateAge)
- Failed Auth Logging: Pino warn for invalid password/user/totp,
  info for successful login, audit entries for all auth events
- Concurrent Session Limit: ActiveSession model, oldest-kick strategy,
  max 3 per user (configurable in SystemSettings)

CRITICAL — HTTP Security:
- HSTS: max-age=31536000; includeSubDomains
- CSP: script/style/img/font/connect-src with Gemini/OpenAI whitelist
- X-XSS-Protection: 0 (CSP replaces legacy)
- Auth page cache: no-store, no-cache, must-revalidate
- Rate Limiting: 100/15min general API, 5/15min auth (Map-based)

Data Protection:
- XSS Sanitization: DOMPurify on comment bodies
- autocomplete="new-password" on all password/secret fields
- SameSite=Strict on all cookies (Credentials-only, no OAuth)
- File Upload Magic Bytes validation (PNG/JPEG/WebP/GIF/BMP/TIFF)

Logging & Monitoring:
- Login/Logout audit entries (Auth entityType)
- External API call logging with timing (OpenAI, Gemini)
- Input validation failure logging at warn level
- Concurrent session tracking in ActiveSession table

Documentation:
- docs/security-architecture.md (11 sections)
- docs/sdlc.md (CI pipeline, security gates, incident response)
- .gitea/PULL_REQUEST_TEMPLATE.md (security checklist)

Schema: User.totpSecret/totpEnabled, SystemSettings.sessionMaxAge/
sessionIdleTimeout/maxConcurrentSessions, ActiveSession model

Tests: 310 engine + 37 staffing pass. TypeScript clean.

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-27 14:16:39 +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 bf3751f667 fix: invert shoring ratio logic — higher offshore = better
The shoring indicator logic was backwards. In the business context,
higher offshore = more cost-efficient = GOOD.

Inverted logic:
- Green: offshore >= threshold (target met, e.g. >= 55%)
- Yellow: offshore close to threshold (threshold-10 to threshold)
- Red: offshore below threshold (too little offshore, too expensive)

Updated:
- ShoringIndicator: getSeverity() inverted, badge text updated
- ProjectModal: "Max Offshore" renamed to "Min Offshore" with new tooltip
- AI Tool: status text reflects "target met" vs "below target"
- Tool description: "higher offshore is better, threshold is minimum"

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-26 13:07:36 +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 92a982b151 feat: Nearshore-Ratio indicator per project
Engine (packages/engine):
- calculateShoringRatio() pure function: onshore/offshore hours,
  country breakdown, threshold check, weighted by hours not headcount
- 12 unit tests: empty, 100% onshore/offshore, mixed ratios,
  custom threshold, case-insensitive, unknown country, FTE weighting

Schema:
- Project.shoringThreshold (default 55%) — per-project configurable
- Project.onshoreCountryCode (default "DE") — configurable onshore country

API (project router):
- getShoringRatio query: loads assignments with resource.country,
  computes ratio, returns full breakdown
- update mutation: accepts shoringThreshold + onshoreCountryCode

UI:
- ShoringIndicator: stacked horizontal bar with country segments,
  severity badge (green/yellow/red), hover tooltip, dark theme
- ShoringBadge: mini colored dot + % for project list column
- ProjectModal: "Max Offshore %" number input
- Project detail: indicator after budget status card
- Project list: "Shoring" column (default hidden, toggleable)

AI Assistant:
- get_shoring_ratio tool: human-readable breakdown with threshold alert

Colors: green (<threshold-10), yellow (threshold-10 to threshold), red (>=threshold)
Default: 55% offshore threshold, "DE" as onshore country

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-26 11:45:50 +01:00
Hartmut e5d7ca1293 refactor: rename Planarchy to CapaKraken (branding only)
User-facing rename across 20 files:
- Layout title/meta: "CapaKraken — Resource & Capacity Planning"
- Sidebar logo: "CapaKraken" with "RESOURCE & CAPACITY PLANNING"
- Sign-in page: "CapaKraken Control Center", "Sign in to CapaKraken"
- PWA manifest: name + short_name
- PDF reports: footer text
- Install prompt: "Install CapaKraken"
- AI assistant system prompt
- Webhooks test payload
- Email subject lines
- Tooltips, descriptions, empty states

NOT changed (technical identifiers):
- Package names (@planarchy/*)
- Import paths
- Database names
- Docker container names
- localStorage keys
- Domain URLs
- CLAUDE.md

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-25 21:46:15 +01:00
Hartmut cb46bfbd85 fix: cap AI tool result size to prevent JSON parse errors
When generating multiple cover images in one conversation, the
accumulated tool results (each ~400KB base64) caused the OpenAI
conversation payload to exceed JSON parsing limits in the browser.

Fix:
- Strip coverImageUrl from invalidate action results (not needed by AI)
- Cap invalidate results to 4KB
- Cap all tool results to 8KB
- Prevents "JSON.parse: unexpected character" errors during batch ops

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-23 18:35:57 +01:00
Hartmut e766309c6c fix: AI assistant generate_project_cover now uses configured provider
The tool was hardcoded to only check isDalleConfigured(), ignoring
Gemini even when it was the configured image provider. This caused
"DALL-E is not configured" errors for all 13 projects.

Fix: reads imageProvider from SystemSettings and routes to Gemini
or DALL-E accordingly (same logic as the generateCover mutation).

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-23 18:01:16 +01:00
Hartmut 835ed6ef27 fix: correct Gemini model names + add model dropdown
Corrected model names (per Google AI docs):
- gemini-2.5-flash-image (was gemini-2.0-flash-preview-image-generation)
- gemini-3-pro-image-preview (Nano Banana Pro)
- gemini-3.1-flash-image-preview (Nano Banana 2)

UI: replaced text input with dropdown selector showing all 3 models
with human-readable descriptions.

Default changed to gemini-2.5-flash-image (fast, high-volume).

AI Assistant: generate_project_cover tool description updated to be
provider-agnostic (works with both DALL-E and Gemini).

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-23 17:46:41 +01:00
Hartmut 3ceba38ac8 feat: Gemini image generation test button in admin settings
API: new testGeminiConnection adminProcedure
- Generates a simple test image via Gemini API
- Returns { ok, model } on success, { ok: false, error } on failure
- Audit logged: "Gemini test succeeded/failed"

UI: "Test Gemini" button next to "Save Image Settings"
- Only visible when Gemini provider is selected
- Shows green success or red error result below the buttons
- Displays the model name on success

Model: gemini-2.0-flash-preview-image-generation (correct name)

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-23 15:11:28 +01:00
Hartmut 502ecba9e9 feat: Google Gemini image generation for project covers
Schema:
- SystemSettings: geminiApiKey, geminiModel, imageProvider fields
- imageProvider: "dalle" (default) or "gemini"

Gemini Client (packages/api/src/gemini-client.ts):
- Direct HTTP call to Gemini REST API with responseModalities: [TEXT, IMAGE]
- Returns base64 data URL
- Error parsing with user-friendly messages

Router (project.ts):
- generateCover: routes to DALL-E or Gemini based on imageProvider setting
- New isImageGenConfigured query returning { configured, provider }

Admin UI (SystemSettingsClient.tsx):
- "Image Generation" section with provider radio buttons (DALL-E / Gemini)
- Conditional fields: DALL-E config or Gemini API key + model
- Separate save button for image settings

Security:
- geminiApiKey sanitized in audit logs (SENSITIVE_FIELDS)
- API key stored server-side only, never sent to client

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-23 15:02:35 +01:00
Hartmut 840f355f4f feat: admin can change user display name
API: new updateName adminProcedure in user router
- Input: userId + name (min 1, max 200 chars)
- Argon2 not involved (name only, not password)
- Audit log: "Changed name from X to Y"

UI: "Display Name" editable section in user edit modal
- Shows current name with "Edit" link
- Click Edit: inline input with Save/Cancel + Enter/Escape
- Auto-focuses input, saves on Enter
- Invalidates user list on success

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-23 09:41:56 +01:00
Hartmut bc6afefeae feat: admin set password for users + fix dashboard cache error
Admin Set Password:
- New setPassword adminProcedure in user router (Argon2 hashing)
- Audit log: "Password reset by admin" (no password value logged)
- UI: per-user "Password" button with key icon in User Management
- Modal: new password + confirm, min 8 chars, mismatch validation
- Success toast + auto-close on completion

Dashboard fix:
- Corrupted .next cache causing "Cannot find module worker.js"
- Fixed by clearing .next cache and restarting dev server

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-23 09:32:38 +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 47b2aeec72 feat: prevent duplicate resource-project assignments
Engine (packages/engine):
- New checkDuplicateAssignment() pure function: detects same resource
  assigned to same project with overlapping dates
- 15 unit tests covering: overlap, no-overlap, cancelled, self-exclude,
  string dates, PROPOSED status

Application layer (packages/application):
- createAssignment: throws CONFLICT before DB write if duplicate found
- fillDemandRequirement: same check before entering transaction

AI Assistant (packages/api/router/assistant-tools.ts):
- create_allocation: checks before creating, returns helpful error message
- fill_demand: same check using demand's projectId

UI (apps/web):
- AllocationModal: amber warning when resource already assigned to
  selected project with overlapping dates (non-blocking)

Database cleanup:
- Found and merged 1 duplicate: Wong Wong on Porsche Taycan Sport Film
  (2 overlapping PROPOSED assignments merged into 1)

Regression: 298 engine tests pass (283 + 15 new). TypeScript clean.

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-23 08:51:49 +01:00
Hartmut 624badebad feat: make responsiblePerson required on project creation/edit
- Zod schema: responsiblePerson now min(1) required, no longer optional
- ProjectModal: required indicator (*), HTML required attribute, no undefined fallback
- ProjectWizard: same fix for create flow
- Existing projects with null responsiblePerson still work (DB allows null)
- Validation enforced at API boundary on new creates/updates

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-23 07:35:42 +01:00
Hartmut eacbdb5d47 perf: optimize Activity Log — lazy diff, 30-day default, getById
- List query: exclude changes JSONB from select (only metadata)
- Default to last 30 days when no date filter (avoids full table scan)
- New getById query: fetches full changes JSONB on demand
- ExpandedDiff component: fetches diff only when user expands an entry
- 5-minute staleTime on expanded diffs (cacheable, rarely changes)

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-22 22:55:45 +01:00
Hartmut 7a7430851c feat: complete audit coverage — comment, webhook, system-role, dispo, scenario
- comment.ts: create (body preview), resolve, delete
- webhook.ts: create, update, delete, test (result in summary)
- system-role-config.ts: update with before/after
- dispo.ts: commitImportBatch (IMPORT with counts), cancelImportBatch
- scenario.ts: applyScenario (CREATE with allocation count)

Audit coverage now: 29/36 routers (81%). Remaining 7 are read-only
(dashboard, staffing, chargeability-report, computation-graph,
report, insights.detectAnomalies, notification read/dismiss).

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-22 22:46:34 +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 ac845d72b7 refactor: deduplicate modals, notifications, confirms, comboboxes, proficiency
Modal Overlay (Finding 1 — 6 admin files):
- Migrated CountriesClient, ManagementLevelsClient, OrgUnitsClient,
  CalculationRulesClient, UtilizationCategoriesClient, RoleModal
  from inline fixed-overlay to AnimatedModal component
- Gains: animated transitions, backdrop blur, escape key for free

Notification Helper (Finding 9 — 9 API files, 14 call sites):
- New createNotification() + createNotificationsForUsers() in
  packages/api/src/lib/create-notification.ts
- Handles exactOptionalPropertyTypes spread + SSE emit internally
- Simplified: budget-alerts, estimate-reminders, auto-staffing,
  vacation-conflicts, chargeability-alerts, comment, vacation, notification

ConfirmDialog (Finding 3 — 11 files):
- Replaced all window.confirm() calls with ConfirmDialog component
- Files: CommentThread, EffortRules, ExperienceMultipliers,
  ManagementLevels, CalculationRules, Countries, RateCards,
  ApplyEffortRules, ApplyExperienceMultipliers, NotificationCenter,
  ReminderModal

EntityCombobox (Finding 4 — 3 files):
- New generic EntityCombobox<T> with customization hooks
- ResourceCombobox + ProjectCombobox rewritten as thin wrappers
- All consumers unchanged (backwards-compatible props)

Proficiency Constants (Finding 2 — 2 files):
- SkillsAnalytics + SkillMarketplace now import from skills/shared.tsx
- Deleted ~70 LOC of local duplicate definitions

Regression: 283 engine + 37 staffing tests pass. TypeScript clean.
AI Assistant: all 87 tools verified accessible.

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-22 21:50:39 +01:00
Hartmut 03922764db feat: redesign Clients admin — drag-and-drop, inline edit, tags
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>
2026-03-22 21:04:20 +01:00
Hartmut fd400122a4 feat: computation graph — add all missing engine variables and calculations
Added 30+ new nodes covering every engine calculation module:
- SAH: publicHolidayDays, scheduleRules separation
- Allocation: workingDays, utilizationPct intermediates
- Chargeability: bd/mdi/mo/pdr/absence ratio breakdowns
- Effort rules (new domain): scopeItems, totalFrames, expandedHours
- Experience multipliers (new domain): costMultiplier, billMultiplier, shoringRatio
- Commercial terms: pricingModel, paymentTermDays, warrantyMonths, milestones
- Spread (new domain): monthCount, weekCount, monthlySpread, weeklyPhasing
- Budget: allocCount, estVsActualGap
- Project: projectStart/End, resourceSnapshots, chapters

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-22 20:33:07 +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 046d16dd97 feat: add 12 new AI assistant tools for Sprint 1-5 features
New HartBOT tools:
- detect_anomalies: budget burn, staffing gaps, utilization, timeline risks
- get_skill_gaps: skill supply vs demand analysis
- get_project_health: 3-dimension health scoring per project
- get_budget_forecast: burn rate + exhaustion date per project
- get_insights_summary: anomaly counts by category
- run_report: dynamic report queries (resource/project/assignment)
- list_comments / create_comment / resolve_comment: collaboration
- lookup_rate: rate card lookup by client/chapter/level
- simulate_scenario: what-if staffing simulation (read-only)
- generate_project_narrative: AI executive summary generation

All tools follow existing patterns: assertPermission() gating,
ctx.db for Prisma queries, __action: "invalidate" for mutations.

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-20 07:45:56 +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 6f34659587 feat: Sprint 3 — automation, intelligence, skill marketplace
Auto-Staffing Suggestions (A6):
- generateAutoSuggestions() ranks top-3 resources on demand creation
- Uses existing staffing engine (skill 40%, availability 30%, cost 20%, util 10%)
- Creates in-app notification with match scores for managers
- Triggered after createDemandRequirement and partial fillDemandRequirement

Vacation Conflict Detection (A7):
- checkVacationConflicts() warns when >50% chapter absent on same days
- Returns warnings array in approve/batchApprove responses (advisory, non-blocking)
- Creates VACATION_CONFLICT_WARNING notification for approver

Weekly Chargeability Alerts (A10):
- checkChargeabilityAlerts() finds resources >15pp below target
- Cron endpoint: GET /api/cron/chargeability-alerts
- Duplicate-safe by resourceId + month composite key

Rate Card Auto-Apply (A11):
- lookupRate() finds best matching rate card line (weighted scoring)
- Auto-fills demand line rates in estimate create/updateDraft when rates are 0
- Marks auto-filled lines with metadata.autoAppliedRateCard
- New lookupDemandLineRate query for on-demand UI lookups

Public Holiday Auto-Import (A12):
- autoImportPublicHolidays() generates holidays by resource federal state
- Cron endpoint: GET /api/cron/public-holidays?year=2027
- Duplicate-safe, uses existing getPublicHolidays() from shared

Skill Marketplace MVP (G6):
- New page: /analytics/skill-marketplace with 3 sections
- Skill Search: filter by name, proficiency, availability, sortable results
- Skill Gap Heat Map: supply vs demand per skill, shortage/surplus indicators
- Skill Distribution: top-20 horizontal bar chart (reuses SkillDistributionChart)
- New getSkillMarketplace query in resource router
- Sidebar nav link under Analytics for ADMIN/MANAGER/CONTROLLER

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-19 21:39:05 +01:00
Hartmut 6e5b9ec85b feat: Sprint 2 — test coverage, Dependabot, coverage gates, E2E expansion
API Router Integration Tests (43 new tests):
- dashboard-router.test.ts: 11 tests (all 5 queries + RBAC)
- project-router.test.ts: 17 tests (full CRUD + batch ops + RBAC)
- resource-router-crud.test.ts: 15 tests (CRUD + hover card + skill import)
- Fix: mock budget-alerts + cache in existing allocation/timeline tests

E2E Test Suite Expansion (29 new tests, 7 spec files):
- dashboard.spec.ts: widget grid, stat cards, add widget modal
- allocations.spec.ts: list, create modal, filters, column toggle
- estimates.spec.ts: list, wizard steps, navigation
- vacations.spec.ts: self-service, management, team calendar
- staffing.spec.ts: search, suggestions, skill tags
- admin.spec.ts: settings, users, roles, blueprints
- navigation.spec.ts: nav links, sidebar collapse, theme, mobile menu

Coverage Gates:
- api package: 80% lines, 75% branches
- application package: 80% lines, 75% branches (new vitest.config.ts)
- shared package: 70% lines, 65% branches
- CI updated to run per-package vitest --coverage

Dependabot:
- Weekly npm dependency checks with grouped minor+patch
- GitHub Actions version checks
- 10 PR limit for npm, 5 for Actions

Co-Authored-By: claude-flow <ruv@ruv.net>
2026-03-19 21:29:58 +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 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 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 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 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 21af720f90 fix: validate responsiblePerson against existing resources in bot tools
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>
2026-03-17 17:58:24 +01:00
Hartmut f0986fe721 feat: add create_project tool to AI assistant
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>
2026-03-17 14:58:01 +01:00