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:
2026-03-16 15:31:48 +01:00
parent f5551e33c7
commit b0e55786c3
44 changed files with 4516 additions and 609 deletions
@@ -1,6 +1,7 @@
"use client";
import { useState } from "react";
import Link from "next/link";
import { trpc } from "~/lib/trpc/client.js";
import type { WidgetProps } from "~/components/dashboard/widget-registry.js";
import { ProjectStatus } from "@planarchy/shared/types";
@@ -63,8 +64,10 @@ export function ProjectTableWidget({ config, onConfigChange }: WidgetProps) {
shortCode: string;
name: string;
status: string;
budgetCents: number;
totalCostCents: number;
totalPersonDays: number;
utilizationPercent: number;
}
const list = ((projects as unknown as { projects: ProjectRow[] } | undefined)?.projects ??
[]) as ProjectRow[];
@@ -210,7 +213,7 @@ export function ProjectTableWidget({ config, onConfigChange }: WidgetProps) {
onClick={() => toggleSort("personDays")}
className="inline-flex items-center gap-0.5 hover:text-gray-700 cursor-pointer"
>
Person Days
PD
<span className="text-[10px] ml-0.5">
{sortKey === "personDays" ? (
sortDir === "asc" ? (
@@ -223,35 +226,62 @@ export function ProjectTableWidget({ config, onConfigChange }: WidgetProps) {
)}
</span>
</button>
<InfoTooltip content="Total working days allocated across all non-cancelled allocations (sum of allocation durations in working days)." />
<InfoTooltip content="Total person-days across all non-cancelled allocations." />
</span>
</th>
<th className="px-3 py-2 text-right font-medium text-gray-500">
Budget
</th>
</tr>
</thead>
<tbody className="divide-y divide-gray-100 dark:divide-gray-800">
{sorted.map((p) => (
<tr key={p.id} className="transition hover:bg-gray-50 dark:hover:bg-gray-800/60">
<td className="px-3 py-2 font-mono text-gray-600 dark:text-gray-300">
{p.shortCode}
</td>
<td className="px-3 py-2 max-w-[180px] truncate font-medium text-gray-900 dark:text-gray-100">
{p.name}
</td>
<td className="px-3 py-2">
<span
className={`inline-block px-1.5 py-0.5 rounded-full text-xs ${STATUS_COLORS[p.status] ?? ""}`}
>
{p.status}
</span>
</td>
<td className="px-3 py-2 text-right text-gray-700 dark:text-gray-200">
{(p.totalCostCents / 100).toLocaleString("de-DE", { maximumFractionDigits: 0 })}
</td>
<td className="px-3 py-2 text-right text-gray-700 dark:text-gray-200">
{p.totalPersonDays}d
</td>
</tr>
))}
{sorted.map((p) => {
const overBudget = p.budgetCents > 0 && p.totalCostCents > p.budgetCents;
const util = p.utilizationPercent;
return (
<tr key={p.id} className="transition hover:bg-gray-50 dark:hover:bg-gray-800/60">
<td className="px-3 py-2 font-mono text-gray-600 dark:text-gray-300">
{p.shortCode}
</td>
<td className="px-3 py-2 max-w-[180px] truncate font-medium">
<Link
href={`/projects/${p.id}`}
className="text-gray-900 dark:text-gray-100 hover:text-brand-600 dark:hover:text-brand-400 hover:underline"
>
{p.name}
</Link>
</td>
<td className="px-3 py-2">
<span
className={`inline-block px-1.5 py-0.5 rounded-full text-xs ${STATUS_COLORS[p.status] ?? ""}`}
>
{p.status}
</span>
</td>
<td className="px-3 py-2 text-right text-gray-700 dark:text-gray-200">
{(p.totalCostCents / 100).toLocaleString("de-DE", { minimumFractionDigits: 2 })}
</td>
<td className="px-3 py-2 text-right text-gray-700 dark:text-gray-200">
{p.totalPersonDays}d
</td>
<td className="px-3 py-2 text-right">
{p.budgetCents > 0 ? (
<div className="flex items-center justify-end gap-1.5">
<span className="text-gray-700 dark:text-gray-200">
{(p.budgetCents / 100).toLocaleString("de-DE", { minimumFractionDigits: 0 })}
</span>
<span
className={`inline-block w-2 h-2 rounded-full flex-shrink-0 ${overBudget ? "bg-red-500" : util >= 80 ? "bg-amber-500" : "bg-green-500"}`}
title={`${util}% utilized${overBudget ? " — over budget!" : ""}`}
/>
</div>
) : (
<span className="text-gray-400 dark:text-gray-600"></span>
)}
</td>
</tr>
);
})}
</tbody>
</table>
{list.length === 0 && (