6831e199c6
- EmptyState shared component; replace AllocationsClient inline empty state - DateRangePresets (this month/quarter/3 months/year) integrated into AllocationModal - Debounce conflict-check inputs in AllocationModal (400ms) using existing useDebounce - Dashboard layout save feedback via SuccessToast after DB write completes - Scenarios nav item in Planning sidebar + /scenarios list page Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
582 lines
23 KiB
TypeScript
582 lines
23 KiB
TypeScript
"use client";
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import { useState, useEffect, useMemo } from "react";
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import { useDebounce } from "~/hooks/useDebounce.js";
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import { AnimatedModal } from "~/components/ui/AnimatedModal.js";
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import { useInvalidatePlanningViews } from "~/hooks/useInvalidatePlanningViews.js";
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import { AllocationStatus } from "@capakraken/shared";
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import type { AllocationWithDetails, RecurrencePattern } from "@capakraken/shared";
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import { trpc } from "~/lib/trpc/client.js";
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import { getPlanningEntryMutationId } from "~/lib/planningEntryIds.js";
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import { toDateInputValue } from "~/lib/format.js";
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import { DateInput } from "~/components/ui/DateInput.js";
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import { DateRangePresets } from "~/components/ui/DateRangePresets.js";
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import { RecurrenceEditor } from "./RecurrenceEditor.js";
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import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
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import { ConflictWarningPanel } from "./ConflictWarningPanel.js";
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const ALLOCATION_STATUSES = Object.values(AllocationStatus);
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type EntryKind = "demand" | "assignment";
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interface AllocationModalProps {
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allocation?: AllocationWithDetails | null;
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onClose: () => void;
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onSuccess: () => void;
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}
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export function AllocationModal({ allocation, onClose, onSuccess }: AllocationModalProps) {
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const isEditing = Boolean(allocation);
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const initialEntryKind: EntryKind = allocation && !allocation.resourceId ? "demand" : "assignment";
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const [entryKind, setEntryKind] = useState<EntryKind>(initialEntryKind);
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const isDemandEntry = entryKind === "demand";
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const [resourceId, setResourceId] = useState(allocation?.resourceId ?? "");
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const [projectId, setProjectId] = useState(allocation?.projectId ?? "");
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const [roleId, setRoleId] = useState(allocation?.roleId ?? "");
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const [roleFreeText, setRoleFreeText] = useState(allocation?.role ?? "");
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const [headcount, setHeadcount] = useState(allocation?.headcount ?? 1);
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const [budgetEur, setBudgetEur] = useState(() => {
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const cents = (allocation as { budgetCents?: number } | undefined)?.budgetCents ?? 0;
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return cents > 0 ? String(cents / 100) : "";
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});
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const [startDate, setStartDate] = useState(toDateInputValue(allocation?.startDate));
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const [endDate, setEndDate] = useState(toDateInputValue(allocation?.endDate));
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const [hoursPerDay, setHoursPerDay] = useState<number>(allocation?.hoursPerDay ?? 8);
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const [status, setStatus] = useState<AllocationStatus>(
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allocation?.status ?? AllocationStatus.PROPOSED,
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);
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const existingMeta = allocation?.metadata as Record<string, unknown> | undefined;
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const [isRecurring, setIsRecurring] = useState<boolean>(!!existingMeta?.recurrence);
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const [recurrence, setRecurrence] = useState<RecurrencePattern | undefined>(
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existingMeta?.recurrence as RecurrencePattern | undefined,
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);
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const [serverError, setServerError] = useState<string | null>(null);
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const [overbookingAcknowledged, setOverbookingAcknowledged] = useState(false);
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const { data: resources } = trpc.resource.directory.useQuery(
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{ isActive: true, limit: 500 },
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{ staleTime: 60_000 },
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);
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const { data: projects } = trpc.project.list.useQuery(
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{ limit: 500 },
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{ staleTime: 60_000 },
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);
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const { data: rolesData } = trpc.role.list.useQuery(
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{ isActive: true },
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{ staleTime: 60_000 },
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);
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// Fetch existing allocations for the selected resource+project to detect overlaps
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const shouldCheckOverlap = !isDemandEntry && !!resourceId && !!projectId;
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const { data: existingAllocations } = trpc.allocation.listView.useQuery(
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{ projectId, resourceId },
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{ enabled: shouldCheckOverlap, staleTime: 30_000 },
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);
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// Debounce conflict-check inputs so we don't fire on every keystroke/interaction.
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const debouncedResourceId = useDebounce(resourceId, 400);
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const debouncedStartDate = useDebounce(startDate, 400);
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const debouncedEndDate = useDebounce(endDate, 400);
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const debouncedHoursPerDay = useDebounce(hoursPerDay, 400);
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// Pre-flight conflict check: overbooking + vacation overlap for this resource/period.
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const conflictCheckStart = debouncedStartDate ? new Date(debouncedStartDate) : null;
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const conflictCheckEnd = debouncedEndDate ? new Date(debouncedEndDate) : null;
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const shouldCheckConflicts =
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!isDemandEntry &&
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!!debouncedResourceId &&
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conflictCheckStart !== null && !isNaN(conflictCheckStart.getTime()) &&
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conflictCheckEnd !== null && !isNaN(conflictCheckEnd.getTime()) &&
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debouncedHoursPerDay > 0;
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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const { data: conflictResult, isFetching: checkingConflicts } = (trpc.allocation.checkConflicts.useQuery as any)(
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{
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resourceId: debouncedResourceId,
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startDate: conflictCheckStart,
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endDate: conflictCheckEnd,
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hoursPerDay: debouncedHoursPerDay,
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excludeAssignmentId: isEditing && allocation?.id ? allocation.id : undefined,
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},
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{ enabled: shouldCheckConflicts, staleTime: 15_000 },
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) as { data: import("@capakraken/shared").AllocationConflictCheckResult | undefined; isFetching: boolean };
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const overlapWarning = useMemo(() => {
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if (!shouldCheckOverlap || !existingAllocations || !startDate || !endDate) return null;
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const formStart = new Date(startDate);
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const formEnd = new Date(endDate);
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if (isNaN(formStart.getTime()) || isNaN(formEnd.getTime())) return null;
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const allocList = (existingAllocations as { allocations?: Array<{ id: string; resourceId?: string | null; startDate: string | Date; endDate: string | Date }> }).allocations ?? [];
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for (const existing of allocList) {
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// Skip the allocation being edited
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if (isEditing && allocation && existing.id === allocation.id) continue;
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// Only check assignments for this resource
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if (existing.resourceId !== resourceId) continue;
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const exStart = new Date(existing.startDate);
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const exEnd = new Date(existing.endDate);
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// Check date overlap
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if (formStart <= exEnd && formEnd >= exStart) {
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const fmt = (d: Date) => d.toISOString().slice(0, 10);
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return `This resource is already assigned to this project from ${fmt(exStart)} to ${fmt(exEnd)}. Consider updating the existing assignment instead.`;
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}
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}
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return null;
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}, [shouldCheckOverlap, existingAllocations, startDate, endDate, isEditing, allocation, resourceId]);
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const invalidatePlanningViews = useInvalidatePlanningViews();
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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const createDemandMutation = (trpc.allocation.createDemandRequirement.useMutation as any)({
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onSuccess: () => {
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invalidatePlanningViews();
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onSuccess();
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},
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onError: (err: { message: string }) => {
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setServerError(err.message);
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},
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}) as {
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isPending: boolean;
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isError: boolean;
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error?: { message: string };
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mutate: (input: unknown) => void;
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};
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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const createAssignmentMutation = (trpc.allocation.createAssignment.useMutation as any)({
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onSuccess: () => {
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invalidatePlanningViews();
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onSuccess();
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},
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onError: (err: { message: string }) => {
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setServerError(err.message);
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},
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}) as {
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isPending: boolean;
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isError: boolean;
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error?: { message: string };
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mutate: (input: unknown) => void;
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};
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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const updateMutation = (trpc.allocation.update.useMutation as any)({
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onSuccess: () => {
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invalidatePlanningViews();
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onSuccess();
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},
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onError: (err: { message: string }) => {
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setServerError(err.message);
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},
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}) as {
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isPending: boolean;
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isError: boolean;
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error?: { message: string };
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mutate: (input: unknown) => void;
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};
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const isPending =
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createDemandMutation.isPending ||
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createAssignmentMutation.isPending ||
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updateMutation.isPending;
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// Block submit when overbooking detected but not yet acknowledged
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const hasUnacknowledgedOverbooking =
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!isDemandEntry && conflictResult?.isOverbooking === true && !overbookingAcknowledged;
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useEffect(() => {
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setServerError(null);
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setOverbookingAcknowledged(false);
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}, [resourceId, projectId, roleId, roleFreeText, startDate, endDate, hoursPerDay, status, entryKind]);
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function handleSubmit(e: React.FormEvent) {
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e.preventDefault();
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setServerError(null);
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if (!projectId) {
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setServerError("Please select a project.");
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return;
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}
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if (!isDemandEntry && !resourceId) {
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setServerError("Please select a resource.");
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return;
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}
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if (!startDate || !endDate) {
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setServerError("Please fill in start and end dates.");
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return;
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}
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const start = new Date(startDate);
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const end = new Date(endDate);
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if (end < start) {
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setServerError("End date must be on or after start date.");
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return;
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}
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const baseMeta = (allocation?.metadata as Record<string, unknown> | undefined) ?? {};
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const metadata: Record<string, unknown> = {
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...baseMeta,
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...(isRecurring && recurrence ? { recurrence } : { recurrence: undefined }),
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};
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if (!isRecurring) delete metadata.recurrence;
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// Determine role string from roleId if set
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const rolesList = rolesData ?? [];
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const selectedRole = rolesList.find((r) => r.id === roleId);
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const roleString = selectedRole ? selectedRole.name : (roleFreeText || undefined);
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const percentage = Math.min(100, Math.round((hoursPerDay / 8) * 100));
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if (isEditing && allocation) {
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updateMutation.mutate({
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id: getPlanningEntryMutationId(allocation),
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data: {
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resourceId: isDemandEntry ? undefined : (resourceId || undefined),
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projectId,
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role: roleString,
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roleId: roleId || undefined,
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headcount: isDemandEntry ? headcount : 1,
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...(isDemandEntry && budgetEur ? { budgetCents: Math.round(parseFloat(budgetEur) * 100) } : {}),
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startDate: start,
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endDate: end,
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hoursPerDay,
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percentage,
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status: status as AllocationStatus,
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metadata,
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},
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});
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} else if (isDemandEntry) {
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createDemandMutation.mutate({
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projectId,
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role: roleString,
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roleId: roleId || undefined,
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headcount,
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...(budgetEur ? { budgetCents: Math.round(parseFloat(budgetEur) * 100) } : {}),
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startDate: start,
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endDate: end,
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hoursPerDay,
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percentage,
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status: status as AllocationStatus,
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metadata,
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});
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} else {
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createAssignmentMutation.mutate({
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resourceId,
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projectId,
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role: roleString,
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roleId: roleId || undefined,
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startDate: start,
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endDate: end,
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hoursPerDay,
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percentage,
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status: status as AllocationStatus,
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metadata,
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allowOverbooking: overbookingAcknowledged,
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});
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}
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}
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const inputClass =
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"w-full px-3 py-2 border border-gray-300 dark:border-gray-600 rounded-lg focus:outline-none focus:ring-2 focus:ring-brand-500 text-sm dark:bg-gray-900 dark:text-gray-100";
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const labelClass = "block text-sm font-medium text-gray-700 dark:text-gray-300 mb-1";
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const resourceList = (resources?.resources ?? []) as Array<{ id: string; displayName: string; eid: string }>;
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const projectList = (projects?.projects ?? []) as Array<{ id: string; name: string; shortCode: string }>;
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const rolesList = (rolesData ?? []) as Array<{ id: string; name: string; color: string | null }>;
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const entryLabel = isDemandEntry ? "Open Demand" : "Assignment";
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return (
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<AnimatedModal open={true} onClose={onClose} maxWidth="max-w-xl" className="mx-4">
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<div
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role="dialog"
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aria-modal="true"
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data-testid="allocation-modal"
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>
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{/* Header */}
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<div className="flex items-center justify-between px-6 py-4 border-b border-gray-200 dark:border-gray-700">
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<h2 className="text-lg font-semibold text-gray-900 dark:text-gray-100">
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{isEditing ? `Edit ${entryLabel}` : `New ${entryLabel}`}
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</h2>
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<button
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type="button"
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onClick={onClose}
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className="text-gray-400 hover:text-gray-600 transition-colors text-xl leading-none"
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aria-label="Close"
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>
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×
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</button>
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</div>
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{/* Form */}
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<form onSubmit={handleSubmit} className="px-6 py-5 space-y-4">
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{/* Demand toggle */}
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<div className="flex items-center gap-3 p-3 bg-amber-50 dark:bg-amber-950/30 border border-amber-200 dark:border-amber-800 rounded-lg">
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<label className="flex items-center gap-2 text-sm cursor-pointer select-none flex-1">
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<input
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type="checkbox"
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checked={isDemandEntry}
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disabled={isEditing}
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onChange={(e) => {
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setEntryKind(e.target.checked ? "demand" : "assignment");
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if (e.target.checked) setResourceId("");
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}}
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className="rounded border-gray-300 dark:border-gray-600 disabled:cursor-not-allowed disabled:opacity-60"
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/>
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<div>
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<span className="font-medium text-gray-800 dark:text-gray-100">Open demand</span>
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<span className="block text-xs text-gray-500 dark:text-gray-400">
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{isEditing
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? "Demand vs assignment type is fixed after creation during the compatibility migration."
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: "No resource assigned yet and tracked as staffing demand"}
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</span>
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</div>
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</label>
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{isDemandEntry && (
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<div className="flex items-center gap-3">
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<div className="flex items-center gap-2">
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<label className="text-xs text-gray-600 dark:text-gray-400 whitespace-nowrap">Headcount:</label>
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<input
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type="number"
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value={headcount}
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onChange={(e) => setHeadcount(Math.max(1, Number(e.target.value)))}
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min={1}
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max={50}
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className="w-16 px-2 py-1 border border-gray-300 dark:border-gray-600 rounded text-sm text-center dark:bg-gray-900 dark:text-gray-100"
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/>
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</div>
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<div className="flex items-center gap-2">
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<label className="text-xs text-gray-600 dark:text-gray-400 whitespace-nowrap">Budget (EUR):</label>
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<input
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type="number"
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value={budgetEur}
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onChange={(e) => setBudgetEur(e.target.value)}
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min={0}
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step={100}
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placeholder="0"
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className="w-28 px-2 py-1 border border-gray-300 dark:border-gray-600 rounded text-sm dark:bg-gray-900 dark:text-gray-100"
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/>
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</div>
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</div>
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)}
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</div>
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{/* Resource is only required for assignments */}
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{!isDemandEntry && (
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<div>
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<label htmlFor="modal-resource" className={labelClass}>
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Resource <span className="text-red-500">*</span><InfoTooltip content="The person to assign. Their LCR determines the daily cost of this allocation." />
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</label>
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<select
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id="modal-resource"
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value={resourceId}
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onChange={(e) => setResourceId(e.target.value)}
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className={inputClass}
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required={!isDemandEntry}
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>
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<option value="">Select a resource…</option>
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{resourceList.map((r) => (
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<option key={r.id} value={r.id}>
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{r.displayName} ({r.eid})
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</option>
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))}
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</select>
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</div>
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)}
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{/* Project */}
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<div>
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<label htmlFor="modal-project" className={labelClass}>
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Project <span className="text-red-500">*</span><InfoTooltip content="The project this time block is allocated to. Costs roll up to the project budget." />
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</label>
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<select
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id="modal-project"
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value={projectId}
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onChange={(e) => setProjectId(e.target.value)}
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className={inputClass}
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required
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>
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<option value="">Select a project…</option>
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{projectList.map((p) => (
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<option key={p.id} value={p.id}>
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{p.shortCode} — {p.name}
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</option>
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))}
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</select>
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</div>
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{/* Role */}
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<div>
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<label htmlFor="modal-role" className={labelClass}>Role<InfoTooltip content="Role for this allocation. Pick a predefined role or type a custom one." /></label>
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<select
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id="modal-role"
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value={roleId}
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onChange={(e) => setRoleId(e.target.value)}
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className={inputClass}
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>
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<option value="">No role / custom…</option>
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{rolesList.map((r) => (
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<option key={r.id} value={r.id}>
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{r.name}
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</option>
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))}
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</select>
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{!roleId && (
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<input
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type="text"
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value={roleFreeText}
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onChange={(e) => setRoleFreeText(e.target.value)}
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placeholder="Or type a custom role…"
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className={`${inputClass} mt-1`}
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maxLength={200}
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/>
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)}
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</div>
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{/* Dates */}
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<div>
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<div className="flex items-center justify-between mb-1">
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<span className={labelClass}>Date Range <span className="text-red-500">*</span></span>
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<DateRangePresets onSelect={(s, e) => { setStartDate(s); setEndDate(e); }} />
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</div>
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<div className="grid grid-cols-2 gap-4">
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<div>
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<label htmlFor="modal-start" className={labelClass}>
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Start Date <InfoTooltip content="First day of this allocation period (inclusive)." />
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</label>
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<DateInput
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id="modal-start"
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value={startDate}
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onChange={setStartDate}
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className={inputClass}
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required
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/>
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</div>
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<div>
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<label htmlFor="modal-end" className={labelClass}>
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End Date <InfoTooltip content="Last day of this allocation period (inclusive)." />
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</label>
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<DateInput
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id="modal-end"
|
|
value={endDate}
|
|
onChange={setEndDate}
|
|
min={startDate}
|
|
className={inputClass}
|
|
required
|
|
/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
{/* Hours/Day + Status */}
|
|
<div className="grid grid-cols-2 gap-4">
|
|
<div>
|
|
<label htmlFor="modal-hours" className={labelClass}>
|
|
Hours / Day<InfoTooltip content="Working hours per day. Total cost = LCR x hours/day x working days. Vacation days are excluded." />
|
|
</label>
|
|
<input
|
|
id="modal-hours"
|
|
type="number"
|
|
value={hoursPerDay}
|
|
onChange={(e) => setHoursPerDay(Number(e.target.value))}
|
|
min={0.5}
|
|
max={8}
|
|
step={0.5}
|
|
className={inputClass}
|
|
/>
|
|
</div>
|
|
<div>
|
|
<label htmlFor="modal-status" className={labelClass}>
|
|
Status<InfoTooltip content="PROPOSED = draft/request · CONFIRMED = approved · ACTIVE = in progress · COMPLETED = done · CANCELLED = removed." />
|
|
</label>
|
|
<select
|
|
id="modal-status"
|
|
value={status}
|
|
onChange={(e) => setStatus(e.target.value as AllocationStatus)}
|
|
className={inputClass}
|
|
>
|
|
{ALLOCATION_STATUSES.map((s) => (
|
|
<option key={s} value={s}>
|
|
{s}
|
|
</option>
|
|
))}
|
|
</select>
|
|
</div>
|
|
</div>
|
|
|
|
{/* Recurring toggle */}
|
|
<div>
|
|
<label className="flex items-center gap-2 text-sm cursor-pointer select-none">
|
|
<input
|
|
type="checkbox"
|
|
checked={isRecurring}
|
|
onChange={(e) => {
|
|
setIsRecurring(e.target.checked);
|
|
if (!e.target.checked) setRecurrence(undefined);
|
|
}}
|
|
className="rounded border-gray-300 dark:border-gray-600"
|
|
/>
|
|
<span className="font-medium text-gray-700 dark:text-gray-300">Recurring schedule</span><InfoTooltip content="Enable to repeat this allocation on specific days (e.g. every Monday/Wednesday). Hours per day applies on active days only." />
|
|
</label>
|
|
{isRecurring && (
|
|
<div className="mt-2">
|
|
<RecurrenceEditor value={recurrence} onChange={setRecurrence} />
|
|
</div>
|
|
)}
|
|
</div>
|
|
|
|
{/* Server error */}
|
|
{serverError && (
|
|
<div className="rounded-lg bg-red-50 dark:bg-red-900/20 border border-red-200 dark:border-red-800 px-4 py-3 text-sm text-red-700 dark:text-red-400">
|
|
{serverError}
|
|
</div>
|
|
)}
|
|
|
|
{/* Overlap warning (same-project duplicate) */}
|
|
{overlapWarning && (
|
|
<div className="rounded-lg border border-amber-300 bg-amber-50 px-3 py-2 text-sm text-amber-800 dark:border-amber-700 dark:bg-amber-950/30 dark:text-amber-300">
|
|
{"\u26A0"} {overlapWarning}
|
|
</div>
|
|
)}
|
|
|
|
{/* Overbooking + vacation conflict panel */}
|
|
{conflictResult && (
|
|
<ConflictWarningPanel
|
|
result={conflictResult}
|
|
isLoading={checkingConflicts}
|
|
acknowledged={overbookingAcknowledged}
|
|
onAcknowledge={setOverbookingAcknowledged}
|
|
/>
|
|
)}
|
|
{!conflictResult && checkingConflicts && (
|
|
<ConflictWarningPanel
|
|
result={{ isOverbooking: false, overbooking: null, vacationOverlap: [], hasVacationOverlap: false }}
|
|
isLoading={true}
|
|
acknowledged={false}
|
|
onAcknowledge={() => {}}
|
|
/>
|
|
)}
|
|
|
|
{/* Footer */}
|
|
<div className="flex items-center justify-end gap-3 pt-2">
|
|
<button
|
|
type="button"
|
|
onClick={onClose}
|
|
disabled={isPending}
|
|
className="px-4 py-2 text-sm font-medium text-gray-700 dark:text-gray-300 hover:text-gray-900 dark:hover:text-gray-100 disabled:opacity-50"
|
|
>
|
|
Cancel
|
|
</button>
|
|
<button
|
|
type="submit"
|
|
disabled={isPending || hasUnacknowledgedOverbooking}
|
|
title={hasUnacknowledgedOverbooking ? "Acknowledge the overbooking warning above to proceed" : undefined}
|
|
className="px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 text-sm font-medium disabled:opacity-50"
|
|
>
|
|
{isPending ? "Saving…" : "Save"}
|
|
</button>
|
|
</div>
|
|
</form>
|
|
</div>
|
|
</AnimatedModal>
|
|
);
|
|
}
|