Commit Graph

8 Commits

Author SHA1 Message Date
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 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 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 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 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 a83edb2f9d feat: timeline UI overhaul with project/resource panel redesign, quick filters, and API improvements
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>
2026-03-15 09:28:59 +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