Hartmut
b0e55786c3
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>
Documentation Index
Date: 2026-03-12 Purpose: Single entry point for active Planarchy product and technical documentation.
Canonical Documents
| Topic | File | Use |
|---|---|---|
| Active roadmap and open gaps | product-roadmap.md | Primary backlog and current delivery order |
| Estimating system design | estimating-extension-design.md | Workbook analysis, field mapping, and implementation plan |
| Dispo import implementation | dispo-import-implementation.md | Clean-slate Dispo v2 import design, mapping rules, staging flow, and commit policy |
| Dispo import ticket pack | dispo-import-implementation-tickets.md | Worker-ready delivery slices, dependencies, and acceptance criteria for the Dispo import |
| Demand/assignment cutover guide | demand-assignment-migration-cutover.md | Go/no-go criteria, staged cutover, and readiness artifact policy |
| Strategic architecture direction | v2-architecture-proposal-2026-03-11.md | Longer-horizon architecture target |
| Implementation history | LEARNINGS.md | Append-only decisions and lessons |
| Agent/project guidance | CLAUDE.md | Working conventions and quality gates |
Archive Policy
Older plan and proposal markdown files stay in the repository only as archive notes when:
- the feature is already implemented enough to leave the active backlog
- the content was merged into a canonical document
- the file still has historical value, but should not drive current work
Archive-note files should point back to the relevant canonical document instead of carrying parallel backlog state.
Current Archive Notes
All archived markdown plan and proposal files now live under docs/old-markdowns/.