Files
Nexus/packages/api/src/router/project.ts
T
Hartmut b0e55786c3 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>
2026-03-16 15:31:48 +01:00

350 lines
13 KiB
TypeScript

import {
countPlanningEntries,
listAssignmentBookings,
} from "@planarchy/application";
import { BlueprintTarget, CreateProjectSchema, FieldType, PermissionKey, ProjectStatus, UpdateProjectSchema } from "@planarchy/shared";
import { TRPCError } from "@trpc/server";
import { z } from "zod";
import { findUniqueOrThrow } from "../db/helpers.js";
import { paginate, paginateCursor, PaginationInputSchema, CursorInputSchema } from "../db/pagination.js";
import { assertBlueprintDynamicFields } from "./blueprint-validation.js";
import { buildDynamicFieldWhereClauses } from "./custom-field-filters.js";
import { loadProjectPlanningReadModel } from "./project-planning-read-model.js";
import { adminProcedure, controllerProcedure, createTRPCRouter, managerProcedure, protectedProcedure, requirePermission } from "../trpc.js";
export const projectRouter = createTRPCRouter({
list: protectedProcedure
.input(
PaginationInputSchema.extend({
status: z.nativeEnum(ProjectStatus).optional(),
search: z.string().optional(),
// Custom field JSONB filters
customFieldFilters: z.array(z.object({
key: z.string(),
value: z.string(),
type: z.nativeEnum(FieldType),
})).optional(),
}),
)
.query(async ({ ctx, input }) => {
const { status, search, cursor, customFieldFilters } = input;
const cfConditions = buildDynamicFieldWhereClauses(customFieldFilters).map((dynamicFields) => ({ dynamicFields }));
// eslint-disable-next-line @typescript-eslint/no-explicit-any
const where: any = {
...(status ? { status } : {}),
...(search
? {
OR: [
{ name: { contains: search, mode: "insensitive" as const } },
{ shortCode: { contains: search, mode: "insensitive" as const } },
],
}
: {}),
...(cfConditions.length > 0 ? { AND: cfConditions } : {}),
};
const whereWithCursor = cursor ? { ...where, id: { gt: cursor } } : where;
const result = await paginate(
({ skip, take }) =>
ctx.db.project.findMany({
where: whereWithCursor,
skip,
take,
orderBy: [{ startDate: "asc" }, { id: "asc" }],
}),
() => ctx.db.project.count({ where }),
input,
);
const { countsByProjectId } = await countPlanningEntries(ctx.db, {
projectIds: result.items.map((project) => project.id),
});
return {
projects: result.items.map((project) => ({
...project,
_count: {
allocations: countsByProjectId.get(project.id) ?? 0,
},
})),
total: result.total,
page: result.page,
limit: result.limit,
nextCursor: result.nextCursor,
};
}),
getById: protectedProcedure
.input(z.object({ id: z.string() }))
.query(async ({ ctx, input }) => {
const [project, planningRead] = await Promise.all([
ctx.db.project.findUnique({
where: { id: input.id },
include: { blueprint: true },
}),
loadProjectPlanningReadModel(ctx.db, { projectId: input.id }),
]);
if (!project) {
throw new TRPCError({ code: "NOT_FOUND", message: "Project not found" });
}
return {
...project,
allocations: planningRead.readModel.assignments,
demands: planningRead.readModel.demands,
assignments: planningRead.readModel.assignments,
};
}),
create: managerProcedure
.input(CreateProjectSchema)
.mutation(async ({ ctx, input }) => {
requirePermission(ctx, PermissionKey.MANAGE_PROJECTS);
const existing = await ctx.db.project.findUnique({
where: { shortCode: input.shortCode },
});
if (existing) {
throw new TRPCError({
code: "CONFLICT",
message: `Project with short code "${input.shortCode}" already exists`,
});
}
await assertBlueprintDynamicFields({
db: ctx.db,
blueprintId: input.blueprintId,
dynamicFields: input.dynamicFields,
target: BlueprintTarget.PROJECT,
});
const project = await ctx.db.project.create({
data: {
shortCode: input.shortCode,
name: input.name,
orderType: input.orderType,
allocationType: input.allocationType,
winProbability: input.winProbability,
budgetCents: input.budgetCents,
startDate: input.startDate,
endDate: input.endDate,
status: input.status,
responsiblePerson: input.responsiblePerson,
staffingReqs: input.staffingReqs as unknown as import("@planarchy/db").Prisma.InputJsonValue,
dynamicFields: input.dynamicFields as unknown as import("@planarchy/db").Prisma.InputJsonValue,
blueprintId: input.blueprintId,
...(input.utilizationCategoryId !== undefined ? { utilizationCategoryId: input.utilizationCategoryId || null } : {}),
...(input.clientId !== undefined ? { clientId: input.clientId || null } : {}),
} as unknown as Parameters<typeof ctx.db.project.create>[0]["data"],
});
await ctx.db.auditLog.create({
data: {
entityType: "Project",
entityId: project.id,
action: "CREATE",
changes: { after: project },
},
});
return project;
}),
update: managerProcedure
.input(z.object({ id: z.string(), data: UpdateProjectSchema }))
.mutation(async ({ ctx, input }) => {
requirePermission(ctx, PermissionKey.MANAGE_PROJECTS);
const existing = await findUniqueOrThrow(
ctx.db.project.findUnique({ where: { id: input.id } }),
"Project",
);
const nextBlueprintId = input.data.blueprintId ?? existing.blueprintId ?? undefined;
const nextDynamicFields = (input.data.dynamicFields ?? existing.dynamicFields ?? {}) as Record<string, unknown>;
await assertBlueprintDynamicFields({
db: ctx.db,
blueprintId: nextBlueprintId,
dynamicFields: nextDynamicFields,
target: BlueprintTarget.PROJECT,
});
const updated = await ctx.db.project.update({
where: { id: input.id },
data: {
...(input.data.name !== undefined ? { name: input.data.name } : {}),
...(input.data.orderType !== undefined ? { orderType: input.data.orderType } : {}),
...(input.data.allocationType !== undefined ? { allocationType: input.data.allocationType } : {}),
...(input.data.winProbability !== undefined ? { winProbability: input.data.winProbability } : {}),
...(input.data.budgetCents !== undefined ? { budgetCents: input.data.budgetCents } : {}),
...(input.data.startDate !== undefined ? { startDate: input.data.startDate } : {}),
...(input.data.endDate !== undefined ? { endDate: input.data.endDate } : {}),
...(input.data.status !== undefined ? { status: input.data.status } : {}),
...(input.data.responsiblePerson !== undefined ? { responsiblePerson: input.data.responsiblePerson } : {}),
...(input.data.staffingReqs !== undefined ? { staffingReqs: input.data.staffingReqs as unknown as import("@planarchy/db").Prisma.InputJsonValue } : {}),
...(input.data.dynamicFields !== undefined ? { dynamicFields: input.data.dynamicFields as unknown as import("@planarchy/db").Prisma.InputJsonValue } : {}),
...(input.data.blueprintId !== undefined ? { blueprintId: input.data.blueprintId } : {}),
...(input.data.utilizationCategoryId !== undefined ? { utilizationCategoryId: input.data.utilizationCategoryId || null } : {}),
...(input.data.clientId !== undefined ? { clientId: input.data.clientId || null } : {}),
} as unknown as Parameters<typeof ctx.db.project.update>[0]["data"],
});
await ctx.db.auditLog.create({
data: {
entityType: "Project",
entityId: input.id,
action: "UPDATE",
changes: { before: existing, after: updated },
},
});
return updated;
}),
updateStatus: managerProcedure
.input(z.object({ id: z.string(), status: z.nativeEnum(ProjectStatus) }))
.mutation(async ({ ctx, input }) => {
requirePermission(ctx, PermissionKey.MANAGE_PROJECTS);
return ctx.db.project.update({
where: { id: input.id },
data: { status: input.status },
});
}),
batchUpdateStatus: managerProcedure
.input(
z.object({
ids: z.array(z.string()).min(1).max(100),
status: z.nativeEnum(ProjectStatus),
}),
)
.mutation(async ({ ctx, input }) => {
requirePermission(ctx, PermissionKey.MANAGE_PROJECTS);
const updated = await ctx.db.$transaction(
input.ids.map((id) =>
ctx.db.project.update({ where: { id }, data: { status: input.status } }),
),
);
await ctx.db.auditLog.create({
data: {
entityType: "Project",
entityId: input.ids.join(","),
action: "UPDATE",
changes: { after: { status: input.status, ids: input.ids } },
},
});
return { count: updated.length };
}),
listWithCosts: controllerProcedure
.input(
CursorInputSchema.extend({
status: z.nativeEnum(ProjectStatus).optional(),
search: z.string().optional(),
}),
)
.query(async ({ ctx, input }) => {
const { status, search, cursor } = input;
const where = {
...(status ? { status } : {}),
...(search
? {
OR: [
{ name: { contains: search, mode: "insensitive" as const } },
{ shortCode: { contains: search, mode: "insensitive" as const } },
],
}
: {}),
};
const whereWithCursor = cursor ? { ...where, id: { gt: cursor } } : where;
const result = await paginateCursor(
({ take }) =>
ctx.db.project.findMany({
where: whereWithCursor,
take,
orderBy: [{ startDate: "asc" }, { id: "asc" }],
}),
input,
);
const projectIds = result.items.map((project) => project.id);
const bookings = projectIds.length
? await listAssignmentBookings(ctx.db, {
startDate: new Date("1900-01-01T00:00:00.000Z"),
endDate: new Date("2100-12-31T23:59:59.999Z"),
projectIds,
})
: [];
// Compute cost + person days per project
const projects = result.items.map((p) => {
const projectBookings = bookings.filter((booking) => booking.projectId === p.id);
let totalCostCents = 0;
let totalPersonDays = 0;
for (const a of projectBookings) {
const days =
(new Date(a.endDate).getTime() - new Date(a.startDate).getTime()) /
(1000 * 60 * 60 * 24) +
1;
totalCostCents += a.dailyCostCents * days;
totalPersonDays += (a.hoursPerDay * days) / 8;
}
const utilizationPercent = p.budgetCents > 0
? Math.round((totalCostCents / p.budgetCents) * 100)
: 0;
return {
...p,
totalCostCents: Math.round(totalCostCents),
totalPersonDays: Math.round(totalPersonDays * 10) / 10,
utilizationPercent,
};
});
return { projects, nextCursor: result.nextCursor };
}),
delete: adminProcedure
.input(z.object({ id: z.string() }))
.mutation(async ({ ctx, input }) => {
const project = await ctx.db.project.findUnique({
where: { id: input.id },
select: { id: true, name: true, shortCode: true },
});
if (!project) throw new TRPCError({ code: "NOT_FOUND", message: "Project not found" });
// Delete all related records in a transaction
await ctx.db.$transaction(async (tx) => {
// Delete assignments (which reference demandRequirements)
await tx.assignment.deleteMany({ where: { projectId: input.id } });
// Delete demand requirements
await tx.demandRequirement.deleteMany({ where: { projectId: input.id } });
// Unlink calculation rules
await tx.calculationRule.updateMany({
where: { projectId: input.id },
data: { projectId: null },
});
// Delete the project
await tx.project.delete({ where: { id: input.id } });
// Audit log
await tx.auditLog.create({
data: {
entityType: "Project",
entityId: input.id,
action: "DELETE",
...(ctx.dbUser?.id ? { userId: ctx.dbUser.id } : {}),
changes: { before: { id: project.id, name: project.name, shortCode: project.shortCode } } as never,
},
});
});
return { id: input.id, name: project.name };
}),
});