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>
This commit is contained in:
@@ -1,6 +1,6 @@
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"use client";
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import { useState, useEffect, useMemo } from "react";
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import { useState, useEffect, useMemo, useCallback } from "react";
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import { formatDate } from "~/lib/format.js";
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import { trpc } from "~/lib/trpc/client.js";
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import { AllocationModal } from "./AllocationModal.js";
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@@ -22,6 +22,11 @@ import { useViewPrefs } from "~/hooks/useViewPrefs.js";
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import { getPlanningEntryMutationId } from "~/lib/planningEntryIds.js";
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import { ALLOCATION_STATUS_BADGE as STATUS_BADGE } from "~/lib/status-styles.js";
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/** Fragment wrapper for grouped rows — avoids unnecessary DOM nodes */
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function GroupRows({ children }: { children: React.ReactNode }) {
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return <>{children}</>;
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}
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const ALL_ALLOC_STATUSES = [
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{ value: "PROPOSED", label: "Proposed" },
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{ value: "CONFIRMED", label: "Confirmed" },
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@@ -168,6 +173,146 @@ export function AllocationsClient() {
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[allocationMutationIdsByDisplayId, selection.selectedArray],
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);
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// ─── View mode: grouped (default) vs flat ──────────────────────────────────
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const [viewMode, setViewMode] = useState<"grouped" | "flat">(() => {
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if (typeof window === "undefined") return "grouped";
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return (localStorage.getItem("planarchy:allocations:viewMode") as "grouped" | "flat") ?? "grouped";
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});
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const [collapsedGroups, setCollapsedGroups] = useState<Set<string> | "all">("all");
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// Track expanded project sub-groups: key = "resourceId::projectId"
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const [expandedSubGroups, setExpandedSubGroups] = useState<Set<string>>(new Set());
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const toggleViewMode = useCallback(() => {
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setViewMode((prev) => {
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const next = prev === "grouped" ? "flat" : "grouped";
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localStorage.setItem("planarchy:allocations:viewMode", next);
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return next;
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});
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}, []);
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type ProjectSubGroup = {
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projectId: string;
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projectName: string;
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projectCode: string;
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allocations: AllocationWithDetails[];
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typicalHoursPerDay: number;
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earliestStart: Date;
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latestEnd: Date;
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};
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type AllocGroup = {
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resourceId: string;
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resourceName: string;
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eid: string;
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chapter: string | null;
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allocations: AllocationWithDetails[];
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projectSubGroups: ProjectSubGroup[];
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};
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const groups = useMemo<AllocGroup[]>(() => {
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const map = new Map<string, AllocGroup>();
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for (const alloc of sorted) {
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const rid = alloc.resource?.id ?? "__unassigned__";
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let group = map.get(rid);
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if (!group) {
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group = {
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resourceId: rid,
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resourceName: alloc.resource?.displayName ?? "Unassigned",
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eid: alloc.resource?.eid ?? "",
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chapter: (alloc.resource as { chapter?: string | null } | undefined)?.chapter ?? null,
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allocations: [],
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projectSubGroups: [],
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};
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map.set(rid, group);
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}
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group.allocations.push(alloc);
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}
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// Build project sub-groups within each person group
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for (const group of map.values()) {
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const projMap = new Map<string, AllocationWithDetails[]>();
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for (const alloc of group.allocations) {
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const pid = alloc.project?.id ?? "__no_project__";
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let list = projMap.get(pid);
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if (!list) { list = []; projMap.set(pid, list); }
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list.push(alloc);
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}
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group.projectSubGroups = [...projMap.entries()].map(([pid, allocs]) => {
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const first = allocs[0]!;
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let earliest = new Date(first.startDate);
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let latest = new Date(first.endDate);
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// Find the most common hoursPerDay value across allocations
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const hpdCounts = new Map<number, number>();
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for (const a of allocs) {
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const s = new Date(a.startDate);
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const e = new Date(a.endDate);
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if (s < earliest) earliest = s;
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if (e > latest) latest = e;
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hpdCounts.set(a.hoursPerDay, (hpdCounts.get(a.hoursPerDay) ?? 0) + 1);
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}
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// Pick the most frequent hoursPerDay; fall back to first
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let typicalH = first.hoursPerDay;
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let maxCount = 0;
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for (const [h, count] of hpdCounts) {
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if (count > maxCount) { typicalH = h; maxCount = count; }
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}
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return {
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projectId: pid,
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projectName: first.project?.name ?? "Unknown",
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projectCode: first.project?.shortCode ?? "",
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allocations: allocs,
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typicalHoursPerDay: typicalH,
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earliestStart: earliest,
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latestEnd: latest,
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};
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});
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group.projectSubGroups.sort((a, b) => a.projectName.localeCompare(b.projectName));
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}
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const arr = [...map.values()];
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arr.sort((a, b) => {
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if (a.resourceId === "__unassigned__") return 1;
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if (b.resourceId === "__unassigned__") return -1;
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return a.resourceName.localeCompare(b.resourceName);
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});
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return arr;
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}, [sorted]);
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const groupIds = useMemo(() => groups.map((g) => g.resourceId), [groups]);
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const toggleGroup = useCallback((resourceId: string) => {
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setCollapsedGroups((prev) => {
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// "all" → expand just this one (materialize all IDs minus clicked)
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if (prev === "all") {
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const next = new Set(groupIds);
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next.delete(resourceId);
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return next;
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}
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const next = new Set(prev);
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if (next.has(resourceId)) next.delete(resourceId);
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else next.add(resourceId);
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return next;
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});
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}, [groupIds]);
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const collapseAll = useCallback(() => {
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setCollapsedGroups("all");
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}, []);
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const expandAll = useCallback(() => {
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setCollapsedGroups(new Set());
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}, []);
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const toggleSubGroup = useCallback((resourceId: string, projectId: string) => {
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const key = `${resourceId}::${projectId}`;
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setExpandedSubGroups((prev) => {
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const next = new Set(prev);
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if (next.has(key)) next.delete(key);
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else next.add(key);
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return next;
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});
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}, []);
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function handleSort(field: string) {
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if (field === "resource") {
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toggle("resource", (a) => a.resource?.displayName ?? null);
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@@ -213,6 +358,74 @@ export function AllocationsClient() {
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const singleDeletePending = deleteDemandMutation.isPending || deleteAssignmentMutation.isPending;
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// colSpan for empty/loading states: checkbox + visible columns + actions
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const totalColSpan = 1 + visibleColumns.length + 1;
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function renderAllocRow(alloc: AllocationWithDetails, isGrouped = false) {
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const isSelected = selection.selectedIds.has(alloc.id);
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return (
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<tr key={alloc.id} className={`transition-colors hover:bg-gray-50/80 dark:hover:bg-gray-900/60 ${isSelected ? "bg-brand-50 dark:bg-brand-900/20" : ""}`}>
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<td className="px-4 py-3">
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<input
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type="checkbox"
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checked={isSelected}
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onChange={() => selection.toggle(alloc.id)}
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className="rounded border-gray-300 dark:border-gray-600"
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/>
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</td>
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{visibleColumns.map((col) => {
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switch (col.key) {
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case "resource":
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return (
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<td key={col.key} className="px-4 py-3 text-sm font-medium text-gray-900 dark:text-gray-100">
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{isGrouped ? <span className="text-gray-400 dark:text-gray-500">↳</span> : (alloc.resource?.displayName ?? "—")}
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</td>
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);
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case "project":
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return (
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<td key={col.key} className="px-4 py-3 text-sm text-gray-600 dark:text-gray-300">
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{alloc.project ? (
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<><span className="font-mono text-xs">{alloc.project.shortCode}</span> {alloc.project.name}</>
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) : "—"}
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</td>
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);
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case "role":
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return <td key={col.key} className="px-4 py-3 text-sm text-gray-600 dark:text-gray-300">{alloc.role}</td>;
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case "dates":
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return <td key={col.key} className="whitespace-nowrap px-4 py-3 text-xs text-gray-500 dark:text-gray-400">{formatPeriod(alloc)}</td>;
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case "hoursPerDay":
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return <td key={col.key} className="px-4 py-3 text-sm text-gray-900 dark:text-gray-100">{alloc.hoursPerDay}h</td>;
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case "cost":
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return <td key={col.key} className="px-4 py-3 text-sm text-gray-900 dark:text-gray-100">{(alloc.dailyCostCents / 100).toFixed(0)} €</td>;
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case "status":
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return (
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<td key={col.key} className="px-4 py-3">
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<span className={`inline-block px-2 py-0.5 text-xs rounded-full font-medium ${STATUS_BADGE[alloc.status] ?? "bg-gray-100 text-gray-600 dark:bg-gray-700 dark:text-gray-400"}`}>
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{alloc.status}
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</span>
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</td>
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);
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default:
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return <td key={col.key} className="px-4 py-3 text-sm text-gray-500 dark:text-gray-400">—</td>;
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}
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})}
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<td className="px-4 py-3">
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<div className="flex items-center justify-end gap-2">
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<button type="button" onClick={() => openEdit(alloc)} className="text-xs font-medium text-blue-600 hover:text-blue-800 hover:underline dark:text-blue-300 dark:hover:text-blue-200">Edit</button>
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<button
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type="button"
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onClick={() => setConfirmDelete({ single: alloc })}
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disabled={singleDeletePending}
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className="text-xs font-medium text-red-500 hover:text-red-700 hover:underline disabled:opacity-50 dark:text-red-300 dark:hover:text-red-200"
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>
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Delete
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</button>
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</div>
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</td>
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</tr>
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);
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}
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return (
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<div className="app-page space-y-5 pb-24">
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<div className="app-page-header gap-4">
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@@ -311,6 +524,42 @@ export function AllocationsClient() {
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onSetVisible={setVisible}
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defaultKeys={defaultKeys}
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/>
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{/* View mode toggle */}
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<div className="flex items-center rounded-lg border border-gray-300 dark:border-gray-600 overflow-hidden">
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<button
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type="button"
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onClick={toggleViewMode}
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title="Grouped by person"
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className={`px-2.5 py-2 text-sm transition-colors ${viewMode === "grouped" ? "bg-brand-600 text-white" : "bg-white text-gray-600 hover:bg-gray-50 dark:bg-gray-900 dark:text-gray-300 dark:hover:bg-gray-800"}`}
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>
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<svg className="h-4 w-4" fill="none" stroke="currentColor" viewBox="0 0 24 24">
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<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M17 20h5v-2a3 3 0 00-5.356-1.857M17 20H7m10 0v-2c0-.656-.126-1.283-.356-1.857M7 20H2v-2a3 3 0 015.356-1.857M7 20v-2c0-.656.126-1.283.356-1.857m0 0a5.002 5.002 0 019.288 0M15 7a3 3 0 11-6 0 3 3 0 016 0z" />
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</svg>
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</button>
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<button
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type="button"
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onClick={toggleViewMode}
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title="Flat list"
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className={`px-2.5 py-2 text-sm transition-colors ${viewMode === "flat" ? "bg-brand-600 text-white" : "bg-white text-gray-600 hover:bg-gray-50 dark:bg-gray-900 dark:text-gray-300 dark:hover:bg-gray-800"}`}
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>
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<svg className="h-4 w-4" fill="none" stroke="currentColor" viewBox="0 0 24 24">
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<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M4 6h16M4 10h16M4 14h16M4 18h16" />
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</svg>
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</button>
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</div>
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{viewMode === "grouped" && groups.length > 1 && (
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<div className="flex items-center gap-1">
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<button type="button" onClick={expandAll} className="text-xs text-brand-600 hover:text-brand-800 dark:text-brand-400 dark:hover:text-brand-200 whitespace-nowrap">
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Expand all
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</button>
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<span className="text-gray-300 dark:text-gray-600">|</span>
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<button type="button" onClick={collapseAll} className="text-xs text-brand-600 hover:text-brand-800 dark:text-brand-400 dark:hover:text-brand-200 whitespace-nowrap">
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Collapse all
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</button>
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</div>
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)}
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</FilterBar>
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{/* Filter chips */}
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@@ -363,75 +612,128 @@ export function AllocationsClient() {
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<tbody className="divide-y divide-gray-100 dark:divide-gray-800">
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{isLoading && (
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<tr>
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<td colSpan={9} className="py-12 text-center text-sm text-gray-500 dark:text-gray-400">Loading allocations…</td>
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<td colSpan={totalColSpan} className="py-12 text-center text-sm text-gray-500 dark:text-gray-400">Loading allocations…</td>
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</tr>
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)}
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{!isLoading && sorted.length === 0 && (
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<tr>
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<td colSpan={9} className="py-12 text-center text-sm text-gray-500 dark:text-gray-400">No assignments found.</td>
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<td colSpan={totalColSpan} className="py-12 text-center text-sm text-gray-500 dark:text-gray-400">No assignments found.</td>
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</tr>
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)}
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{!isLoading &&
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sorted.map((alloc) => {
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const isSelected = selection.selectedIds.has(alloc.id);
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{!isLoading && viewMode === "flat" &&
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sorted.map((alloc) => renderAllocRow(alloc))}
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|
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{!isLoading && viewMode === "grouped" &&
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groups.map((group) => {
|
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const isCollapsed = collapsedGroups === "all" || collapsedGroups.has(group.resourceId);
|
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const groupAllocIds = group.allocations.map((a) => a.id);
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const allGroupSelected = selection.isAllSelected(groupAllocIds);
|
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const groupIndeterminate = !allGroupSelected && groupAllocIds.some((id) => selection.selectedIds.has(id));
|
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return (
|
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<tr key={alloc.id} className={`transition-colors hover:bg-gray-50/80 dark:hover:bg-gray-900/60 ${isSelected ? "bg-brand-50 dark:bg-brand-900/20" : ""}`}>
|
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<td className="px-4 py-3">
|
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<input
|
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type="checkbox"
|
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checked={isSelected}
|
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onChange={() => selection.toggle(alloc.id)}
|
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className="rounded border-gray-300 dark:border-gray-600"
|
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/>
|
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</td>
|
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{visibleColumns.map((col) => {
|
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switch (col.key) {
|
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case "resource":
|
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return <td key={col.key} className="px-4 py-3 text-sm font-medium text-gray-900 dark:text-gray-100">{alloc.resource?.displayName ?? "—"}</td>;
|
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case "project":
|
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return (
|
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<td key={col.key} className="px-4 py-3 text-sm text-gray-600 dark:text-gray-300">
|
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{alloc.project ? (
|
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<><span className="font-mono text-xs">{alloc.project.shortCode}</span> {alloc.project.name}</>
|
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) : "—"}
|
||||
</td>
|
||||
);
|
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case "role":
|
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return <td key={col.key} className="px-4 py-3 text-sm text-gray-600 dark:text-gray-300">{alloc.role}</td>;
|
||||
case "dates":
|
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return <td key={col.key} className="whitespace-nowrap px-4 py-3 text-xs text-gray-500 dark:text-gray-400">{formatPeriod(alloc)}</td>;
|
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case "hoursPerDay":
|
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return <td key={col.key} className="px-4 py-3 text-sm text-gray-900 dark:text-gray-100">{alloc.hoursPerDay}h</td>;
|
||||
case "cost":
|
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return <td key={col.key} className="px-4 py-3 text-sm text-gray-900 dark:text-gray-100">{(alloc.dailyCostCents / 100).toFixed(0)} €</td>;
|
||||
case "status":
|
||||
return (
|
||||
<td key={col.key} className="px-4 py-3">
|
||||
<span className={`inline-block px-2 py-0.5 text-xs rounded-full font-medium ${STATUS_BADGE[alloc.status] ?? "bg-gray-100 text-gray-600 dark:bg-gray-700 dark:text-gray-400"}`}>
|
||||
{alloc.status}
|
||||
</span>
|
||||
</td>
|
||||
);
|
||||
default:
|
||||
return <td key={col.key} className="px-4 py-3 text-sm text-gray-500 dark:text-gray-400">—</td>;
|
||||
<GroupRows key={group.resourceId}>
|
||||
{/* Group header */}
|
||||
<tr
|
||||
className="bg-gray-50 dark:bg-gray-800/50 cursor-pointer select-none hover:bg-gray-100 dark:hover:bg-gray-800/80 transition-colors"
|
||||
onClick={() => toggleGroup(group.resourceId)}
|
||||
onKeyDown={(e) => { if (e.key === "Enter" || e.key === " ") { e.preventDefault(); toggleGroup(group.resourceId); } }}
|
||||
tabIndex={0}
|
||||
role="button"
|
||||
aria-expanded={!isCollapsed}
|
||||
>
|
||||
<td className="px-4 py-2.5" onClick={(e) => e.stopPropagation()}>
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={allGroupSelected}
|
||||
ref={(el) => { if (el) el.indeterminate = groupIndeterminate; }}
|
||||
onChange={() => selection.toggleAll(groupAllocIds)}
|
||||
className="rounded border-gray-300 dark:border-gray-600"
|
||||
/>
|
||||
</td>
|
||||
<td colSpan={visibleColumns.length + 1} className="px-4 py-2.5">
|
||||
<div className="flex items-center gap-2">
|
||||
<span className="text-gray-400 dark:text-gray-500 text-xs">
|
||||
{isCollapsed ? "▸" : "▾"}
|
||||
</span>
|
||||
<span className="text-sm font-semibold text-gray-900 dark:text-gray-100">
|
||||
{group.resourceName}
|
||||
</span>
|
||||
{group.eid && (
|
||||
<span className="text-xs font-mono text-gray-400 dark:text-gray-500">
|
||||
{group.eid}
|
||||
</span>
|
||||
)}
|
||||
{group.chapter && (
|
||||
<span className="text-xs text-gray-400 dark:text-gray-500">
|
||||
· {group.chapter}
|
||||
</span>
|
||||
)}
|
||||
<span className="inline-flex items-center rounded-full bg-gray-200 px-2 py-0.5 text-xs font-medium text-gray-600 dark:bg-gray-700 dark:text-gray-300">
|
||||
{group.allocations.length}
|
||||
</span>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
{/* Project sub-groups within person */}
|
||||
{!isCollapsed && group.projectSubGroups.map((subGroup) => {
|
||||
const subKey = `${group.resourceId}::${subGroup.projectId}`;
|
||||
const isSubExpanded = expandedSubGroups.has(subKey);
|
||||
|
||||
// Single allocation for this project — render directly, no sub-group header
|
||||
if (subGroup.allocations.length === 1) {
|
||||
return <GroupRows key={subKey}>{renderAllocRow(subGroup.allocations[0]!, true)}</GroupRows>;
|
||||
}
|
||||
|
||||
// Multiple allocations — show collapsible project sub-group
|
||||
return (
|
||||
<GroupRows key={subKey}>
|
||||
<tr
|
||||
className="bg-gray-25 dark:bg-gray-850/30 cursor-pointer select-none hover:bg-gray-100/60 dark:hover:bg-gray-800/40 transition-colors"
|
||||
onClick={() => toggleSubGroup(group.resourceId, subGroup.projectId)}
|
||||
tabIndex={0}
|
||||
role="button"
|
||||
aria-expanded={isSubExpanded}
|
||||
onKeyDown={(e) => { if (e.key === "Enter" || e.key === " ") { e.preventDefault(); toggleSubGroup(group.resourceId, subGroup.projectId); } }}
|
||||
>
|
||||
<td className="px-4 py-2" onClick={(e) => e.stopPropagation()}>
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={selection.isAllSelected(subGroup.allocations.map((a) => a.id))}
|
||||
ref={(el) => {
|
||||
if (el) {
|
||||
const ids = subGroup.allocations.map((a) => a.id);
|
||||
el.indeterminate = !selection.isAllSelected(ids) && ids.some((id) => selection.selectedIds.has(id));
|
||||
}
|
||||
}}
|
||||
onChange={() => selection.toggleAll(subGroup.allocations.map((a) => a.id))}
|
||||
className="rounded border-gray-300 dark:border-gray-600"
|
||||
/>
|
||||
</td>
|
||||
<td colSpan={visibleColumns.length + 1} className="px-4 py-2">
|
||||
<div className="flex items-center gap-2 pl-4">
|
||||
<span className="text-gray-400 dark:text-gray-500 text-xs">
|
||||
{isSubExpanded ? "▾" : "▸"}
|
||||
</span>
|
||||
<span className="font-mono text-xs text-gray-400 dark:text-gray-500">{subGroup.projectCode}</span>
|
||||
<span className="text-sm text-gray-700 dark:text-gray-300">{subGroup.projectName}</span>
|
||||
<span className="text-xs text-gray-400 dark:text-gray-500">
|
||||
{formatDate(subGroup.earliestStart)} → {formatDate(subGroup.latestEnd)}
|
||||
</span>
|
||||
<span className="text-xs text-gray-500 dark:text-gray-400">
|
||||
{subGroup.typicalHoursPerDay}h/day
|
||||
</span>
|
||||
<span className="inline-flex items-center rounded-full bg-gray-200 px-1.5 py-0.5 text-[10px] font-medium text-gray-500 dark:bg-gray-700 dark:text-gray-400">
|
||||
{subGroup.allocations.length}
|
||||
</span>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
{isSubExpanded && subGroup.allocations.map((alloc) => renderAllocRow(alloc, true))}
|
||||
</GroupRows>
|
||||
);
|
||||
})}
|
||||
<td className="px-4 py-3">
|
||||
<div className="flex items-center justify-end gap-2">
|
||||
<button type="button" onClick={() => openEdit(alloc)} className="text-xs font-medium text-blue-600 hover:text-blue-800 hover:underline dark:text-blue-300 dark:hover:text-blue-200">Edit</button>
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setConfirmDelete({ single: alloc })}
|
||||
disabled={singleDeletePending}
|
||||
className="text-xs font-medium text-red-500 hover:text-red-700 hover:underline disabled:opacity-50 dark:text-red-300 dark:hover:text-red-200"
|
||||
>
|
||||
Delete
|
||||
</button>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
</GroupRows>
|
||||
);
|
||||
})}
|
||||
</tbody>
|
||||
|
||||
Reference in New Issue
Block a user