e5d7ca1293
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>
523 lines
20 KiB
TypeScript
523 lines
20 KiB
TypeScript
"use client";
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import { useMemo, useState } from "react";
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import Link from "next/link";
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import { EstimateStatus, type EstimateVersionStatus } from "@planarchy/shared";
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import { clsx } from "clsx";
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import { EstimateWizard } from "~/components/estimates/EstimateWizard.js";
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import { InfoTooltip } from "~/components/ui/InfoTooltip.js";
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import { usePermissions } from "~/hooks/usePermissions.js";
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import { formatDateLong, formatMoney } from "~/lib/format.js";
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import { trpc } from "~/lib/trpc/client.js";
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type EstimateMetric = {
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id: string;
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key: string;
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label: string;
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valueDecimal: number;
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valueCents: number | null;
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currency: string | null;
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};
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type EstimateScopeItem = {
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id: string;
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name: string;
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description: string | null;
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scopeType: string;
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};
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type EstimateDemandLine = {
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id: string;
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name: string;
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hours: number;
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costTotalCents: number;
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priceTotalCents: number;
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currency: string;
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chapter: string | null;
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};
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type EstimateVersion = {
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versionNumber: number;
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label: string | null;
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status: EstimateVersionStatus;
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notes: string | null;
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metrics: EstimateMetric[];
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scopeItems: EstimateScopeItem[];
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demandLines: EstimateDemandLine[];
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};
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type EstimateProjectRef = {
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shortCode: string;
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name: string;
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};
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type EstimateListItem = {
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id: string;
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name: string;
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status: EstimateStatus;
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opportunityId: string | null;
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updatedAt: Date | string;
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project: EstimateProjectRef | null;
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versions: Array<Pick<EstimateVersion, "versionNumber" | "status">>;
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};
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type EstimateDetail = {
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id: string;
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name: string;
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status: EstimateStatus;
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project: EstimateProjectRef | null;
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versions: EstimateVersion[];
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};
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const STATUS_STYLES: Record<EstimateStatus, string> = {
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DRAFT: "bg-slate-100 text-slate-700 dark:bg-slate-800 dark:text-slate-300",
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IN_REVIEW: "bg-amber-100 text-amber-700 dark:bg-amber-900/30 dark:text-amber-300",
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APPROVED: "bg-emerald-100 text-emerald-700 dark:bg-emerald-900/30 dark:text-emerald-300",
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ARCHIVED: "bg-zinc-200 text-zinc-700 dark:bg-zinc-800 dark:text-zinc-300",
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};
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const VERSION_STYLES: Record<EstimateVersionStatus, string> = {
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WORKING: "bg-sky-100 text-sky-700 dark:bg-sky-900/30 dark:text-sky-300",
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BASELINE: "bg-violet-100 text-violet-700 dark:bg-violet-900/30 dark:text-violet-300",
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SUBMITTED: "bg-amber-100 text-amber-700 dark:bg-amber-900/30 dark:text-amber-300",
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APPROVED: "bg-emerald-100 text-emerald-700 dark:bg-emerald-900/30 dark:text-emerald-300",
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SUPERSEDED: "bg-zinc-200 text-zinc-700 dark:bg-zinc-800 dark:text-zinc-300",
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};
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function formatMetricValue(metric: EstimateMetric) {
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if (metric.valueCents != null) {
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return formatMoney(metric.valueCents, metric.currency ?? "EUR");
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}
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if (metric.key === "margin_percent") {
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return `${metric.valueDecimal.toFixed(0)}%`;
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}
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return new Intl.NumberFormat("de-DE", { maximumFractionDigits: 1 }).format(metric.valueDecimal);
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}
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function getLatestVersion(estimate: EstimateDetail | null | undefined) {
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if (!estimate) return null;
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let latest = estimate.versions[0] ?? null;
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for (const version of estimate.versions) {
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if (!latest || version.versionNumber > latest.versionNumber) {
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latest = version;
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}
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}
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return latest;
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}
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function EstimateDetailPanel({
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estimate,
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onClone,
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cloning,
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}: {
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estimate: EstimateDetail;
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onClone?: (id: string) => void;
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cloning?: boolean;
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}) {
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const latestVersion = getLatestVersion(estimate);
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const latestMetrics = latestVersion?.metrics ?? [];
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return (
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<aside className="app-surface h-full p-5">
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<div className="flex items-start justify-between gap-4">
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<div>
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<p className="text-xs font-semibold uppercase tracking-[0.2em] text-gray-400">
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Estimate detail <InfoTooltip content="Pre-project cost and effort calculation. Estimates model staffing demand, scope, and financials before work begins." />
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</p>
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<h2 className="mt-2 text-xl font-semibold text-gray-900 dark:text-gray-50">
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{estimate.name}
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</h2>
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<p className="mt-1 text-sm text-gray-500 dark:text-gray-400">
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{estimate.project
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? `${estimate.project.shortCode} - ${estimate.project.name}`
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: "Standalone estimate"}
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</p>
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</div>
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<span
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className={clsx(
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"rounded-full px-3 py-1 text-xs font-semibold",
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STATUS_STYLES[estimate.status],
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)}
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>
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{estimate.status.replace("_", " ")}
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</span>
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</div>
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<div className="mt-4 flex gap-2">
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<Link
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href={`/estimates/${estimate.id}`}
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className="inline-flex items-center justify-center rounded-2xl border border-brand-200 dark:border-sky-700 bg-brand-50 dark:bg-sky-950/40 px-4 py-2 text-sm font-semibold text-brand-700 dark:text-sky-300 transition hover:border-brand-300 dark:hover:border-sky-600 hover:bg-brand-100 dark:hover:bg-sky-900/40"
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>
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Open workspace
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</Link>
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{onClone && (
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<button
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type="button"
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disabled={cloning}
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onClick={() => onClone(estimate.id)}
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className="inline-flex items-center justify-center rounded-2xl border border-gray-200 bg-white px-4 py-2 text-sm font-semibold text-gray-700 transition hover:border-gray-300 hover:bg-gray-50 disabled:opacity-50 dark:border-gray-700 dark:bg-gray-900 dark:text-gray-200 dark:hover:bg-gray-800"
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>
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{cloning ? "Cloning..." : "Clone"}
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</button>
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)}
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</div>
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{latestVersion ? (
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<>
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<div className="mt-5 flex items-center gap-2">
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<span className="text-sm font-medium text-gray-700 dark:text-gray-300">
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Version {latestVersion.versionNumber}
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{latestVersion.label ? ` - ${latestVersion.label}` : ""}
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</span>
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<span
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className={clsx(
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"rounded-full px-2 py-0.5 text-xs font-medium",
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VERSION_STYLES[latestVersion.status],
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)}
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>
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{latestVersion.status}
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</span>
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</div>
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{latestMetrics.length > 0 && (
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<div className="mt-5 grid gap-3 sm:grid-cols-2">
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{latestMetrics.map((metric) => (
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<div
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key={metric.id}
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className="rounded-2xl border border-gray-100 bg-gray-50 px-4 py-3 dark:border-gray-800 dark:bg-gray-900/70"
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>
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<p className="text-xs uppercase tracking-wide text-gray-400">{metric.label}</p>
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<p className="mt-1 text-lg font-semibold text-gray-900 dark:text-gray-100">
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{formatMetricValue(metric)}
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</p>
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</div>
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))}
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</div>
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)}
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{latestVersion.notes && (
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<div className="mt-5 rounded-2xl border border-gray-100 bg-gray-50 p-4 dark:border-gray-800 dark:bg-gray-900/70">
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<p className="text-xs uppercase tracking-wide text-gray-400">Version notes</p>
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<p className="mt-2 text-sm text-gray-700 dark:text-gray-200">{latestVersion.notes}</p>
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</div>
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)}
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<div className="mt-5 grid gap-5 xl:grid-cols-2">
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<section>
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<div className="flex items-center justify-between">
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<h3 className="text-sm font-semibold text-gray-900 dark:text-gray-100">
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Scope items <InfoTooltip content="Deliverables or work packages that define what is included in this estimate." />
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</h3>
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<span className="text-xs text-gray-400">{latestVersion.scopeItems.length}</span>
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</div>
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<div className="mt-3 space-y-2">
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{latestVersion.scopeItems.length === 0 ? (
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<p className="rounded-2xl border border-dashed border-gray-200 dark:border-gray-700 px-4 py-3 text-sm text-gray-400">
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No scope rows captured yet.
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</p>
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) : (
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latestVersion.scopeItems.map((item) => (
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<div
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key={item.id}
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className="rounded-2xl border border-gray-100 px-4 py-3 dark:border-gray-800"
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>
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<div className="flex items-center justify-between gap-3">
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<p className="font-medium text-gray-900 dark:text-gray-100">{item.name}</p>
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<span className="text-xs text-gray-400">{item.scopeType}</span>
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</div>
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{item.description && (
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<p className="mt-1 text-sm text-gray-600 dark:text-gray-300">
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{item.description}
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</p>
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)}
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</div>
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))
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)}
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</div>
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</section>
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<section>
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<div className="flex items-center justify-between">
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<h3 className="text-sm font-semibold text-gray-900 dark:text-gray-100">
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Demand lines <InfoTooltip content="Staffing demand rows. Each line represents a role or resource with hours, cost rate, and sell rate." />
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</h3>
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<span className="text-xs text-gray-400">{latestVersion.demandLines.length}</span>
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</div>
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<div className="mt-3 space-y-2">
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{latestVersion.demandLines.length === 0 ? (
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<p className="rounded-2xl border border-dashed border-gray-200 dark:border-gray-700 px-4 py-3 text-sm text-gray-400">
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No staffing demand captured yet.
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</p>
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) : (
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latestVersion.demandLines.map((line) => (
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<div
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key={line.id}
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className="rounded-2xl border border-gray-100 px-4 py-3 dark:border-gray-800"
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>
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<div className="flex items-center justify-between gap-3">
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<p className="font-medium text-gray-900 dark:text-gray-100">{line.name}</p>
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<p className="text-sm font-medium text-gray-600 dark:text-gray-300">
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{line.hours.toFixed(1)} h
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</p>
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</div>
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<div className="mt-2 flex flex-wrap gap-2 text-xs text-gray-500 dark:text-gray-400">
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<span>{formatMoney(line.costTotalCents, line.currency)} cost</span>
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<span>{formatMoney(line.priceTotalCents, line.currency)} sell</span>
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{line.chapter && <span>{line.chapter}</span>}
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</div>
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</div>
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))
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)}
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</div>
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</section>
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</div>
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</>
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) : (
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<p className="mt-6 rounded-2xl border border-dashed border-gray-200 dark:border-gray-700 px-4 py-6 text-sm text-gray-400">
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No versions available for this estimate yet.
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</p>
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)}
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</aside>
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);
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}
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function EstimateCard({
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estimate,
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active,
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onSelect,
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canInspect,
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}: {
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estimate: EstimateListItem;
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active: boolean;
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onSelect: () => void;
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canInspect: boolean;
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}) {
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const latestVersion = estimate.versions[0];
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return (
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<button
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type="button"
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onClick={onSelect}
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disabled={!canInspect}
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className={clsx(
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"w-full rounded-3xl border p-5 text-left transition",
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active
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? "border-brand-500 bg-brand-50 shadow-sm dark:border-sky-400 dark:bg-sky-950/30"
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: "border-gray-200 bg-white hover:border-gray-300 hover:shadow-sm dark:border-gray-700 dark:bg-gray-900 dark:hover:border-gray-600",
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!canInspect && "cursor-default",
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)}
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>
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<div className="flex items-start justify-between gap-4">
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<div>
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<div className="flex items-center gap-2">
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<span
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className={clsx(
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"rounded-full px-2.5 py-1 text-xs font-semibold",
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STATUS_STYLES[estimate.status],
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)}
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>
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{estimate.status.replace("_", " ")}
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</span>
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{estimate.project && (
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<span className="rounded-full bg-gray-100 dark:bg-gray-800 px-2.5 py-1 text-xs font-medium text-gray-600 dark:text-gray-400">
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{estimate.project.shortCode}
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</span>
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)}
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</div>
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<h3 className="mt-3 text-lg font-semibold text-gray-900 dark:text-gray-50">
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{estimate.name}
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</h3>
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<p className="mt-1 text-sm text-gray-500 dark:text-gray-400">
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{estimate.project ? estimate.project.name : "No linked project"}
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</p>
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</div>
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{latestVersion && (
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<span
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className={clsx(
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"rounded-full px-2.5 py-1 text-xs font-medium",
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VERSION_STYLES[latestVersion.status],
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)}
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>
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v{latestVersion.versionNumber}
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</span>
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)}
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</div>
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<div className="mt-5 grid gap-3 sm:grid-cols-2">
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<div>
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<p className="text-xs uppercase tracking-wide text-gray-400">Opportunity <InfoTooltip content="External CRM or sales reference ID linking this estimate to a sales opportunity." /></p>
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<p className="mt-1 text-sm text-gray-700 dark:text-gray-200">
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{estimate.opportunityId ?? "Not set"}
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</p>
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</div>
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<div>
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<p className="text-xs uppercase tracking-wide text-gray-400">Updated <InfoTooltip content="When this estimate or any of its versions was last modified." /></p>
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<p className="mt-1 text-sm text-gray-700 dark:text-gray-200">
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{formatDateLong(estimate.updatedAt)}
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</p>
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</div>
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</div>
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{!canInspect && (
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<p className="mt-4 text-xs text-gray-400 dark:text-gray-500">
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Detailed financial breakdown is limited to manager and controller roles.
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</p>
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)}
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</button>
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);
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}
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export function EstimatesClient() {
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const [search, setSearch] = useState("");
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const [status, setStatus] = useState<EstimateStatus | "">("");
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const [wizardOpen, setWizardOpen] = useState(false);
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const [selectedEstimateId, setSelectedEstimateId] = useState<string | null>(null);
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const { canEdit, canViewCosts } = usePermissions();
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const utils = trpc.useUtils();
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const cloneMutation = trpc.estimate.clone.useMutation({
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onSuccess: (cloned) => {
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void utils.estimate.list.invalidate();
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setSelectedEstimateId(cloned.id);
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},
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});
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const listQuery = trpc.estimate.list.useQuery(
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{
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query: search || undefined,
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status: status || undefined,
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},
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{ staleTime: 15_000 },
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);
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const detailQuery = trpc.estimate.getById.useQuery(
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{ id: selectedEstimateId ?? "" },
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{
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enabled: canViewCosts && !!selectedEstimateId,
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staleTime: 15_000,
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},
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);
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const estimates = (listQuery.data ?? []) as unknown as EstimateListItem[];
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const selectedEstimate = useMemo(() => {
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if (!canViewCosts) return null;
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return (detailQuery.data ?? null) as unknown as EstimateDetail | null;
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}, [canViewCosts, detailQuery.data]);
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return (
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<>
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<div className="app-page space-y-6">
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<div className="app-surface-strong overflow-hidden bg-gradient-to-br from-white via-white to-brand-50 p-6 dark:from-gray-900 dark:via-gray-900 dark:to-gray-900">
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<div className="flex flex-col gap-5 lg:flex-row lg:items-end lg:justify-between">
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<div>
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<p className="text-xs font-semibold uppercase tracking-[0.24em] text-brand-600">
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Estimating
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</p>
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<h1 className="mt-2 font-display text-3xl font-semibold text-gray-900 dark:text-gray-50">
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Browser-native estimate workspace
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</h1>
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<p className="mt-2 max-w-3xl text-sm text-gray-600 dark:text-gray-300">
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Build structured estimates from live projects, resources, and role data instead of
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maintaining a disconnected spreadsheet.
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</p>
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</div>
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{canEdit && (
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<button
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type="button"
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onClick={() => setWizardOpen(true)}
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className="inline-flex items-center justify-center rounded-2xl bg-brand-600 px-5 py-3 text-sm font-semibold text-white transition hover:bg-brand-700"
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>
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New Estimate
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</button>
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)}
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</div>
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<div className="mt-6 grid gap-3 lg:grid-cols-[minmax(0,1fr),220px]">
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<input
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type="search"
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value={search}
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onChange={(event) => setSearch(event.target.value)}
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placeholder="Search by estimate or opportunity"
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className="app-input rounded-2xl px-4 py-3"
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/>
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<select
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value={status}
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onChange={(event) => setStatus(event.target.value as EstimateStatus | "")}
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className="app-select w-full rounded-2xl px-4 py-3"
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>
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<option value="">All statuses</option>
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{Object.values(EstimateStatus).map((value) => (
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<option key={value} value={value}>
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{value.replace("_", " ")}
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</option>
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))}
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</select>
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</div>
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</div>
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{listQuery.isLoading ? (
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<div className="app-surface-strong border-dashed px-6 py-14 text-center text-sm text-gray-400">
|
|
Loading estimates...
|
|
</div>
|
|
) : estimates.length === 0 ? (
|
|
<div className="app-surface-strong border-dashed px-6 py-14 text-center">
|
|
<p className="text-base font-medium text-gray-700 dark:text-gray-100">
|
|
No estimates yet
|
|
</p>
|
|
<p className="mt-2 text-sm text-gray-400 dark:text-gray-500">
|
|
Start with the wizard to create a connected estimate from CapaKraken data.
|
|
</p>
|
|
</div>
|
|
) : (
|
|
<div className="grid gap-6 xl:grid-cols-[minmax(0,1.05fr),minmax(320px,0.95fr)]">
|
|
<div className="space-y-4">
|
|
{estimates.map((estimate) => (
|
|
<EstimateCard
|
|
key={estimate.id}
|
|
estimate={estimate}
|
|
active={estimate.id === selectedEstimateId}
|
|
canInspect={canViewCosts}
|
|
onSelect={() => {
|
|
if (!canViewCosts) return;
|
|
setSelectedEstimateId((current) =>
|
|
current === estimate.id ? current : estimate.id,
|
|
);
|
|
}}
|
|
/>
|
|
))}
|
|
</div>
|
|
|
|
<div>
|
|
{canViewCosts ? (
|
|
selectedEstimate ? (
|
|
<EstimateDetailPanel
|
|
estimate={selectedEstimate}
|
|
{...(canEdit
|
|
? {
|
|
onClone: (id: string) => cloneMutation.mutate({ sourceEstimateId: id }),
|
|
cloning: cloneMutation.isPending,
|
|
}
|
|
: {})}
|
|
/>
|
|
) : (
|
|
<div className="app-surface-strong border-dashed px-6 py-14 text-center text-sm text-gray-400">
|
|
Select an estimate to inspect the current version, demand lines, and summary
|
|
metrics.
|
|
</div>
|
|
)
|
|
) : (
|
|
<div className="app-surface-strong border-dashed px-6 py-14 text-center text-sm text-gray-400">
|
|
Your role can access the estimate list, but not the detailed financial breakdown.
|
|
</div>
|
|
)}
|
|
</div>
|
|
</div>
|
|
)}
|
|
</div>
|
|
|
|
{wizardOpen && <EstimateWizard onClose={() => setWizardOpen(false)} />}
|
|
</>
|
|
);
|
|
}
|