Files
Nexus/apps/web/src/components/allocations/AllocationsClient.tsx
T
Hartmut f3fa902773 fix(web): make invalidation hooks async with Promise.all and fix cross-view staleness
- useInvalidateTimeline and useInvalidatePlanningViews now return
  Promise.all instead of fire-and-forget void calls
- Timeline mutations now use useInvalidatePlanningViews to also
  invalidate allocation list views, preventing stale data
- AllocationsClient sequential awaits replaced with single
  invalidatePlanningViews() call (parallel invalidation)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-11 08:24:33 +02:00

1365 lines
52 KiB
TypeScript

"use client";
import { useState, useEffect, useMemo, useCallback, useRef } from "react";
import { useUrlFilters } from "~/hooks/useUrlFilters.js";
import { useLocalStorage } from "~/hooks/useLocalStorage.js";
import { formatDate } from "~/lib/format.js";
import { trpc } from "~/lib/trpc/client.js";
import { useInvalidatePlanningViews } from "~/hooks/useInvalidatePlanningViews.js";
import { AllocationModal } from "./AllocationModal.js";
import type {
AllocationLike,
AllocationReadModel,
AllocationWithDetails,
ColumnDef,
AllocationStatus,
} from "@capakraken/shared";
import { ALLOCATION_COLUMNS } from "@capakraken/shared";
import { useSelection } from "~/hooks/useSelection.js";
import { BatchActionBar } from "~/components/ui/BatchActionBar.js";
import { ConfirmDialog } from "~/components/ui/ConfirmDialog.js";
import { FilterBar } from "~/components/ui/FilterBar.js";
import { FilterChips } from "~/components/ui/FilterChips.js";
import { ResourceCombobox } from "~/components/ui/ResourceCombobox.js";
import { ProjectCombobox } from "~/components/ui/ProjectCombobox.js";
import { ColumnTogglePanel } from "~/components/ui/ColumnTogglePanel.js";
import { SortableColumnHeader } from "~/components/ui/SortableColumnHeader.js";
import { useTableSort } from "~/hooks/useTableSort.js";
import { usePermissions } from "~/hooks/usePermissions.js";
import { useColumnConfig } from "~/hooks/useColumnConfig.js";
import { useViewPrefs } from "~/hooks/useViewPrefs.js";
import { getPlanningEntryMutationId } from "~/lib/planningEntryIds.js";
import { ALLOCATION_STATUS_BADGE as STATUS_BADGE } from "~/lib/status-styles.js";
import { SuccessToast } from "~/components/ui/SuccessToast.js";
import { EmptyState } from "~/components/ui/EmptyState.js";
import { BatchDateShiftModal } from "./BatchDateShiftModal.js";
import { downloadWorkbookSheets } from "~/lib/workbook-export.js";
import {
collapseAllAllocationGroups,
createInitialCollapsedAllocationGroups,
expandAllAllocationGroups,
toggleCollapsedAllocationGroup,
type CollapsedAllocationGroups,
} from "./allocationGroupState.js";
import {
getAllocationEmptyState,
shouldAutoRelaxAllocationFilters,
} from "./allocationVisibilityState.js";
/** Left-border color by allocation status for instant visual scanning */
const STATUS_LEFT_BORDER: Record<string, string> = {
ACTIVE: "border-l-green-500",
PROPOSED: "border-l-amber-500",
CONFIRMED: "border-l-blue-500",
COMPLETED: "border-l-gray-400",
CANCELLED: "border-l-red-500",
};
/** Fragment wrapper for grouped rows — avoids unnecessary DOM nodes */
function GroupRows({ children }: { children: React.ReactNode }) {
return <>{children}</>;
}
const ALL_ALLOC_STATUSES = [
{ value: "PROPOSED", label: "Proposed" },
{ value: "CONFIRMED", label: "Confirmed" },
{ value: "ACTIVE", label: "Active" },
{ value: "COMPLETED", label: "Completed" },
{ value: "CANCELLED", label: "Cancelled" },
] as const;
type AllocationAssignmentsView = AllocationReadModel<AllocationLike>;
type DemandRow = AllocationWithDetails & {
sourceAllocationId?: string;
requestedHeadcount?: number;
unfilledHeadcount?: number;
};
type AllocationQueryError = {
data?: {
code?: string;
};
message?: string;
} | null;
function getAllocationQueryFailure(error: AllocationQueryError) {
const code = error?.data?.code;
if (code === "FORBIDDEN") {
return {
testId: "allocations-access-error",
title: "You do not have permission to view allocations.",
detail: "Your account is missing planning read access for this page.",
actionLabel: null,
actionHref: null,
};
}
if (code === "UNAUTHORIZED") {
return {
testId: "allocations-session-error",
title: "Your session expired.",
detail: "Sign in again to load allocations.",
actionLabel: "Sign in again",
actionHref: "/auth/signin",
};
}
return {
testId: "allocations-query-error",
title: "Allocations could not be loaded.",
detail: error?.message ?? "Refresh the page or try again in a moment.",
actionLabel: null,
actionHref: null,
};
}
export function AllocationsClient() {
const [modalOpen, setModalOpen] = useState(false);
const [editingAllocation, setEditingAllocation] = useState<AllocationWithDetails | null>(null);
const [allocFilters, setAllocFilters] = useUrlFilters({
projectId: "",
resourceId: "",
status: "",
hidePast: "true",
hideCompleted: "true",
hideDraft: "false",
});
const filterProjectId = allocFilters.projectId;
const filterResourceId = allocFilters.resourceId;
const filterStatus = allocFilters.status;
const hidePastProjects = allocFilters.hidePast === "true";
const hideCompletedProjects = allocFilters.hideCompleted === "true";
const hideDraftProjects = allocFilters.hideDraft === "true";
const setFilterProjectId = useCallback(
(v: string) => setAllocFilters({ projectId: v }),
[setAllocFilters],
);
const setFilterResourceId = useCallback(
(v: string) => setAllocFilters({ resourceId: v }),
[setAllocFilters],
);
const setFilterStatus = useCallback(
(v: string) => setAllocFilters({ status: v }),
[setAllocFilters],
);
const setHidePastProjects = useCallback(
(v: boolean) => setAllocFilters({ hidePast: v ? "true" : "false" }),
[setAllocFilters],
);
const setHideCompletedProjects = useCallback(
(v: boolean) => setAllocFilters({ hideCompleted: v ? "true" : "false" }),
[setAllocFilters],
);
const setHideDraftProjects = useCallback(
(v: boolean) => setAllocFilters({ hideDraft: v ? "true" : "false" }),
[setAllocFilters],
);
const [confirmDelete, setConfirmDelete] = useState<{
single?: AllocationWithDetails;
ids?: string[];
} | null>(null);
const [batchStatusPicker, setBatchStatusPicker] = useState(false);
const [confirmBatchStatus, setConfirmBatchStatus] = useState<{
ids: string[];
status: string;
} | null>(null);
const [showStatusToast, setShowStatusToast] = useState(false);
const [showDateShiftModal, setShowDateShiftModal] = useState(false);
const selection = useSelection();
const utils = trpc.useUtils();
const invalidatePlanningViews = useInvalidatePlanningViews();
const { canViewCosts } = usePermissions();
// ─── Column visibility ────────────────────────────────────────────────────
const baseColumns = useMemo<ColumnDef[]>(
() => (canViewCosts ? ALLOCATION_COLUMNS : ALLOCATION_COLUMNS.filter((c) => c.key !== "cost")),
[canViewCosts],
);
const { allColumns, visibleColumns, visibleKeys, setVisible } = useColumnConfig(
"allocations",
baseColumns,
);
const defaultKeys = useMemo(
() => baseColumns.filter((c) => c.defaultVisible).map((c) => c.key),
[baseColumns],
);
const allocationQuery = trpc.allocation.listView.useQuery(
{
projectId: filterProjectId || undefined,
resourceId: filterResourceId || undefined,
status: (filterStatus as AllocationStatus) || undefined,
},
// eslint-disable-next-line @typescript-eslint/no-explicit-any
{ placeholderData: (prev: any) => prev, staleTime: 15_000 },
) as {
data: AllocationAssignmentsView | undefined;
isLoading: boolean;
isError: boolean;
error: AllocationQueryError;
};
const { data: allocationView, isLoading, isError, error } = allocationQuery;
const allocationQueryFailure = isError ? getAllocationQueryFailure(error) : null;
const deleteDemandMutation = trpc.allocation.deleteDemandRequirement.useMutation({
onSuccess: () => invalidatePlanningViews(),
});
const deleteAssignmentMutation = trpc.allocation.deleteAssignment.useMutation({
onSuccess: () => invalidatePlanningViews(),
});
const batchDeleteMutation = trpc.allocation.batchDelete.useMutation({
onSuccess: async () => {
await invalidatePlanningViews();
selection.clear();
},
});
const batchStatusMutation = trpc.allocation.batchUpdateStatus.useMutation({
onSuccess: async () => {
await invalidatePlanningViews();
selection.clear();
setShowStatusToast(true);
},
});
const batchDateShiftMutation = trpc.timeline.batchShiftAllocations.useMutation({
onSuccess: async () => {
await invalidatePlanningViews();
selection.clear();
setShowDateShiftModal(false);
},
});
useEffect(() => {
selection.clear();
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [
filterProjectId,
filterResourceId,
filterStatus,
hidePastProjects,
hideCompletedProjects,
hideDraftProjects,
]);
function handleExportExcel() {
const rows: (string | number | null)[][] = [
["Resource", "Project", "Role", "Start Date", "End Date", "Hours/Day", "Status"],
...sorted.map((a) => [
(a.resource as { displayName?: string } | null | undefined)?.displayName ?? "Unassigned",
(a.project as { shortCode?: string; name?: string } | null | undefined)
? `${(a.project as { shortCode: string }).shortCode} — ${(a.project as { name: string }).name}`
: "",
a.role ?? "",
typeof a.startDate === "string"
? a.startDate
: (a.startDate as Date).toISOString().slice(0, 10),
typeof a.endDate === "string" ? a.endDate : (a.endDate as Date).toISOString().slice(0, 10),
a.hoursPerDay,
a.status,
]),
];
void downloadWorkbookSheets("allocations.xlsx", [{ name: "Allocations", rows }]);
}
function openCreate() {
setEditingAllocation(null);
setModalOpen(true);
}
function openEdit(alloc: AllocationWithDetails) {
setEditingAllocation(alloc);
setModalOpen(true);
}
function closeModal() {
setModalOpen(false);
setEditingAllocation(null);
}
const assignmentList = (allocationView?.assignments ?? []) as unknown as AllocationWithDetails[];
const demandList = (allocationView?.demands ?? []) as unknown as DemandRow[];
const today = new Date();
today.setHours(0, 0, 0, 0);
const filteredAllocations = assignmentList.filter((alloc) => {
if (hidePastProjects && alloc.project?.endDate && new Date(alloc.project.endDate) < today)
return false;
if (
hideCompletedProjects &&
alloc.project?.status &&
["COMPLETED", "CANCELLED"].includes(alloc.project.status)
)
return false;
if (hideDraftProjects && alloc.project?.status === "DRAFT") return false;
return true;
});
const filteredDemands = demandList.filter((alloc) => {
if (filterResourceId) return false;
if (hidePastProjects && alloc.project?.endDate && new Date(alloc.project.endDate) < today)
return false;
if (
hideCompletedProjects &&
alloc.project?.status &&
["COMPLETED", "CANCELLED"].includes(alloc.project.status)
)
return false;
if (hideDraftProjects && alloc.project?.status === "DRAFT") return false;
return true;
});
const allocViewPrefs = useViewPrefs("allocations");
const { sorted, sortField, sortDir, toggle } = useTableSort(filteredAllocations, {
initialField: allocViewPrefs.savedSort?.field ?? null,
initialDir: allocViewPrefs.savedSort?.dir ?? null,
onSortChange: (field, dir) => {
allocViewPrefs.setSavedSort(field && dir ? { field, dir } : null);
},
});
const allocationIds = sorted.map((a) => a.id);
const allocationMutationIdsByDisplayId = useMemo(
() =>
new Map(sorted.map((allocation) => [allocation.id, getPlanningEntryMutationId(allocation)])),
[sorted],
);
const selectedMutationIds = useMemo(
() =>
selection.selectedArray.flatMap((displayId) => {
const mutationId = allocationMutationIdsByDisplayId.get(displayId);
return mutationId ? [mutationId] : [];
}),
[allocationMutationIdsByDisplayId, selection.selectedArray],
);
// ─── View mode: grouped (default) vs flat ──────────────────────────────────
const [viewMode, setViewMode] = useLocalStorage<"grouped" | "flat">(
"capakraken:allocations:viewMode",
"grouped",
);
const [collapsedGroups, setCollapsedGroups] = useState<CollapsedAllocationGroups>(() =>
createInitialCollapsedAllocationGroups(),
);
// Track expanded project sub-groups: key = "resourceId::projectId"
const [expandedSubGroups, setExpandedSubGroups] = useState<Set<string>>(new Set());
const hasEvaluatedInitialVisibility = useRef(false);
const toggleViewMode = useCallback(() => {
setViewMode((prev) => (prev === "grouped" ? "flat" : "grouped"));
}, [setViewMode]);
type ProjectSubGroup = {
projectId: string;
projectName: string;
projectCode: string;
allocations: AllocationWithDetails[];
typicalHoursPerDay: number;
earliestStart: Date;
latestEnd: Date;
};
type AllocGroup = {
resourceId: string;
resourceName: string;
eid: string;
chapter: string | null;
allocations: AllocationWithDetails[];
projectSubGroups: ProjectSubGroup[];
};
const groups = useMemo<AllocGroup[]>(() => {
const map = new Map<string, AllocGroup>();
for (const alloc of sorted) {
const rid = alloc.resource?.id ?? "__unassigned__";
let group = map.get(rid);
if (!group) {
group = {
resourceId: rid,
resourceName: alloc.resource?.displayName ?? "Unassigned",
eid: alloc.resource?.eid ?? "",
chapter: (alloc.resource as { chapter?: string | null } | undefined)?.chapter ?? null,
allocations: [],
projectSubGroups: [],
};
map.set(rid, group);
}
group.allocations.push(alloc);
}
// Build project sub-groups within each person group
for (const group of map.values()) {
const projMap = new Map<string, AllocationWithDetails[]>();
for (const alloc of group.allocations) {
const pid = alloc.project?.id ?? "__no_project__";
let list = projMap.get(pid);
if (!list) {
list = [];
projMap.set(pid, list);
}
list.push(alloc);
}
group.projectSubGroups = [...projMap.entries()].map(([pid, allocs]) => {
const first = allocs[0]!;
let earliest = new Date(first.startDate);
let latest = new Date(first.endDate);
// Find the most common hoursPerDay value across allocations
const hpdCounts = new Map<number, number>();
for (const a of allocs) {
const s = new Date(a.startDate);
const e = new Date(a.endDate);
if (s < earliest) earliest = s;
if (e > latest) latest = e;
hpdCounts.set(a.hoursPerDay, (hpdCounts.get(a.hoursPerDay) ?? 0) + 1);
}
// Pick the most frequent hoursPerDay; fall back to first
let typicalH = first.hoursPerDay;
let maxCount = 0;
for (const [h, count] of hpdCounts) {
if (count > maxCount) {
typicalH = h;
maxCount = count;
}
}
return {
projectId: pid,
projectName: first.project?.name ?? "Unknown",
projectCode: first.project?.shortCode ?? "",
allocations: allocs,
typicalHoursPerDay: typicalH,
earliestStart: earliest,
latestEnd: latest,
};
});
group.projectSubGroups.sort((a, b) => a.projectName.localeCompare(b.projectName));
}
const arr = [...map.values()];
arr.sort((a, b) => {
if (a.resourceId === "__unassigned__") return 1;
if (b.resourceId === "__unassigned__") return -1;
return a.resourceName.localeCompare(b.resourceName);
});
return arr;
}, [sorted]);
const groupIds = useMemo(() => groups.map((g) => g.resourceId), [groups]);
const toggleGroup = useCallback(
(resourceId: string) => {
setCollapsedGroups((prev) => toggleCollapsedAllocationGroup(prev, groupIds, resourceId));
},
[groupIds],
);
const collapseAll = useCallback(() => {
setCollapsedGroups(collapseAllAllocationGroups());
}, []);
const expandAll = useCallback(() => {
setCollapsedGroups(expandAllAllocationGroups());
}, []);
const toggleSubGroup = useCallback((resourceId: string, projectId: string) => {
const key = `${resourceId}::${projectId}`;
setExpandedSubGroups((prev) => {
const next = new Set(prev);
if (next.has(key)) next.delete(key);
else next.add(key);
return next;
});
}, []);
function handleSort(field: string) {
if (field === "resource") {
toggle("resource", (a) => a.resource?.displayName ?? null);
} else if (field === "project") {
toggle("project", (a) => a.project?.name ?? null);
} else {
toggle(field);
}
}
function clearAll() {
setAllocFilters({
projectId: "",
resourceId: "",
status: "",
hidePast: "false",
hideCompleted: "false",
hideDraft: "false",
});
}
const chips = [
...(filterProjectId
? [{ label: `Project filter active`, onRemove: () => setFilterProjectId("") }]
: []),
...(filterResourceId
? [{ label: `Resource filter active`, onRemove: () => setFilterResourceId("") }]
: []),
...(filterStatus
? [{ label: `Status: ${filterStatus}`, onRemove: () => setFilterStatus("") }]
: []),
...(hidePastProjects
? [{ label: "Hiding past projects", onRemove: () => setHidePastProjects(false) }]
: []),
...(hideCompletedProjects
? [{ label: "Hiding completed/cancelled", onRemove: () => setHideCompletedProjects(false) }]
: []),
...(hideDraftProjects
? [{ label: "Hiding draft projects", onRemove: () => setHideDraftProjects(false) }]
: []),
];
const emptyState = getAllocationEmptyState({
totalAssignments: assignmentList.length,
totalDemands: demandList.length,
visibleAssignments: filteredAllocations.length,
visibleDemands: filteredDemands.length,
hidePastProjects,
hideCompletedProjects,
hideDraftProjects,
});
useEffect(() => {
if (isLoading || hasEvaluatedInitialVisibility.current) {
return;
}
hasEvaluatedInitialVisibility.current = true;
if (
shouldAutoRelaxAllocationFilters({
totalAssignments: assignmentList.length,
totalDemands: demandList.length,
visibleAssignments: filteredAllocations.length,
visibleDemands: filteredDemands.length,
hidePastProjects,
hideCompletedProjects,
hideDraftProjects,
})
) {
setAllocFilters({ hidePast: "false", hideCompleted: "false", hideDraft: "false" });
}
}, [
assignmentList.length,
demandList.length,
filteredAllocations.length,
filteredDemands.length,
hideCompletedProjects,
hideDraftProjects,
hidePastProjects,
isLoading,
]);
function formatPeriod(alloc: AllocationWithDetails) {
return formatDate(alloc.startDate) + " \u2192 " + formatDate(alloc.endDate);
}
function handleSingleDelete(allocation: AllocationWithDetails) {
const id = getPlanningEntryMutationId(allocation);
if (!allocation.resourceId) {
deleteDemandMutation.mutate({ id });
return;
}
deleteAssignmentMutation.mutate({ id });
}
const singleDeletePending = deleteDemandMutation.isPending || deleteAssignmentMutation.isPending;
// colSpan for empty/loading states: checkbox + visible columns + actions
const totalColSpan = 1 + visibleColumns.length + 1;
function renderAllocRow(alloc: AllocationWithDetails, isGrouped = false, rowIndex = 0) {
const isSelected = selection.selectedIds.has(alloc.id);
const leftBorder = STATUS_LEFT_BORDER[alloc.status] ?? "border-l-gray-300";
return (
<tr
key={alloc.id}
data-testid="allocation-row"
className={`border-l-[3px] transition-colors hover:bg-gray-50/80 dark:hover:bg-gray-900/60 animate-row-enter ${leftBorder} ${isSelected ? "bg-brand-50 dark:bg-brand-900/20" : ""}`}
style={{ animationDelay: `${Math.min(rowIndex * 15, 300)}ms` }}
>
<td className="px-4 py-3">
<input
type="checkbox"
checked={isSelected}
onChange={() => selection.toggle(alloc.id)}
className="rounded border-gray-300 dark:border-gray-600"
/>
</td>
{visibleColumns.map((col) => {
switch (col.key) {
case "resource":
return (
<td
key={col.key}
className="px-4 py-3 text-sm font-medium text-gray-900 dark:text-gray-100"
>
{isGrouped ? (
<span className="text-gray-400 dark:text-gray-500"></span>
) : (
(alloc.resource?.displayName ?? "—")
)}
</td>
);
case "project":
return (
<td key={col.key} className="px-4 py-3 text-sm text-gray-600 dark:text-gray-300">
{alloc.project ? (
<>
<span className="font-mono text-xs">{alloc.project.shortCode}</span>{" "}
{alloc.project.name}
</>
) : (
"—"
)}
</td>
);
case "role":
return (
<td key={col.key} className="px-4 py-3 text-sm text-gray-600 dark:text-gray-300">
{alloc.role}
</td>
);
case "dates":
return (
<td
key={col.key}
className="whitespace-nowrap px-4 py-3 text-xs text-gray-500 dark:text-gray-400"
>
{formatPeriod(alloc)}
</td>
);
case "hoursPerDay":
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":
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 ${STATUS_BADGE[alloc.status] ?? "bg-gray-100 text-gray-600 dark:bg-gray-700 dark:text-gray-400"}`}
>
{alloc.status}
</span>
</td>
);
default:
return (
<td key={col.key} className="px-4 py-3 text-sm text-gray-500 dark:text-gray-400">
</td>
);
}
})}
<td className="px-4 py-3">
<div className="flex items-center justify-end gap-2">
<button type="button" onClick={() => openEdit(alloc)} className="app-action-edit">
Edit
</button>
<button
type="button"
onClick={() => setConfirmDelete({ single: alloc })}
disabled={singleDeletePending}
className="app-action-delete disabled:opacity-50"
>
Delete
</button>
</div>
</td>
</tr>
);
}
return (
<div className="app-page space-y-5 pb-24">
<SuccessToast
show={showStatusToast}
message="Allocation status updated"
onDone={() => setShowStatusToast(false)}
/>
<div className="app-page-header gap-4">
<div>
<h1 className="app-page-title">Allocations</h1>
<p className="app-page-subtitle mt-1">
{isLoading
? "Loading…"
: allocationQueryFailure
? allocationQueryFailure.title
: `${filteredAllocations.length} assignment${filteredAllocations.length !== 1 ? "s" : ""}${filteredDemands.length > 0 ? ` · ${filteredDemands.length} open demand${filteredDemands.length !== 1 ? "s" : ""}` : ""}`}
</p>
</div>
<div className="flex items-center gap-2">
<a
href="/api/reports/allocations"
target="_blank"
rel="noopener noreferrer"
className="inline-flex items-center gap-2 rounded-xl border border-gray-300 bg-white px-3 py-2 text-sm font-medium text-gray-700 transition hover:border-gray-400 hover:bg-gray-50 dark:border-gray-600 dark:bg-gray-900 dark:text-gray-200 dark:hover:bg-gray-800"
>
PDF
</a>
<a
href="/api/reports/allocations?format=xlsx"
download
className="inline-flex items-center gap-2 rounded-xl border border-gray-300 bg-white px-3 py-2 text-sm font-medium text-gray-700 transition hover:border-gray-400 hover:bg-gray-50 dark:border-gray-600 dark:bg-gray-900 dark:text-gray-200 dark:hover:bg-gray-800"
>
XLS
</a>
<button
type="button"
onClick={openCreate}
className="rounded-xl bg-brand-600 px-4 py-2.5 text-sm font-semibold text-white transition hover:bg-brand-700 disabled:opacity-50"
>
New Planning Entry
</button>
</div>
</div>
<FilterBar>
<ProjectCombobox
value={filterProjectId || null}
onChange={(id) => setFilterProjectId(id ?? "")}
placeholder="Filter by project…"
className="min-w-[280px]"
/>
<ResourceCombobox
value={filterResourceId || null}
onChange={(id) => setFilterResourceId(id ?? "")}
placeholder="Filter by resource…"
className="min-w-[180px]"
/>
<select
value={filterStatus}
onChange={(e) => setFilterStatus(e.target.value)}
className="app-select"
>
<option value="">All Statuses</option>
{ALL_ALLOC_STATUSES.map((s) => (
<option key={s.value} value={s.value}>
{s.label}
</option>
))}
</select>
<label className="flex cursor-pointer items-center gap-1.5 whitespace-nowrap text-sm text-gray-600 dark:text-gray-300">
<input
type="checkbox"
checked={hidePastProjects}
onChange={(e) => setHidePastProjects(e.target.checked)}
className="rounded border-gray-300 dark:border-gray-600"
/>
Hide past
</label>
<label className="flex cursor-pointer items-center gap-1.5 whitespace-nowrap text-sm text-gray-600 dark:text-gray-300">
<input
type="checkbox"
checked={hideCompletedProjects}
onChange={(e) => setHideCompletedProjects(e.target.checked)}
className="rounded border-gray-300 dark:border-gray-600"
/>
Hide completed
</label>
<label className="flex cursor-pointer items-center gap-1.5 whitespace-nowrap text-sm text-gray-600 dark:text-gray-300">
<input
type="checkbox"
checked={hideDraftProjects}
onChange={(e) => setHideDraftProjects(e.target.checked)}
className="rounded border-gray-300 dark:border-gray-600"
/>
Hide drafts
</label>
<ColumnTogglePanel
allColumns={allColumns}
visibleKeys={visibleKeys}
onSetVisible={setVisible}
defaultKeys={defaultKeys}
/>
{/* View mode toggle */}
<div className="flex items-center rounded-lg border border-gray-300 dark:border-gray-600 overflow-hidden">
<button
type="button"
onClick={toggleViewMode}
title="Grouped by person"
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"}`}
>
<svg className="h-4 w-4" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<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"
/>
</svg>
</button>
<button
type="button"
onClick={toggleViewMode}
title="Flat list"
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"}`}
>
<svg className="h-4 w-4" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path
strokeLinecap="round"
strokeLinejoin="round"
strokeWidth={2}
d="M4 6h16M4 10h16M4 14h16M4 18h16"
/>
</svg>
</button>
</div>
{sorted.length > 0 && (
<button
type="button"
onClick={handleExportExcel}
title="Export visible rows to Excel"
className="inline-flex items-center gap-1.5 rounded-lg border border-gray-300 dark:border-gray-600 px-2.5 py-2 text-sm font-medium text-gray-600 dark:text-gray-300 transition hover:border-gray-400 hover:bg-gray-50 dark:hover:bg-gray-800"
>
<svg className="h-4 w-4" fill="none" stroke="currentColor" viewBox="0 0 24 24">
<path
strokeLinecap="round"
strokeLinejoin="round"
strokeWidth={2}
d="M4 16v1a3 3 0 003 3h10a3 3 0 003-3v-1m-4-4l-4 4m0 0l-4-4m4 4V4"
/>
</svg>
Export
</button>
)}
{viewMode === "grouped" && groups.length > 1 && (
<div className="flex items-center gap-1">
<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"
>
Expand all
</button>
<span className="text-gray-300 dark:text-gray-600">|</span>
<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"
>
Collapse all
</button>
</div>
)}
</FilterBar>
{/* Filter chips */}
{chips.length > 0 && (
<div className="mb-3">
<FilterChips chips={chips} onClearAll={clearAll} />
</div>
)}
<div className="app-data-table">
<table data-testid="allocations-table" className="w-full">
<thead className="border-b border-gray-200 dark:border-gray-700">
<tr>
<th className="px-4 py-3 w-10">
<input
type="checkbox"
checked={selection.isAllSelected(allocationIds)}
ref={(el) => {
if (el) el.indeterminate = selection.isIndeterminate(allocationIds);
}}
onChange={() => selection.toggleAll(allocationIds)}
className="rounded border-gray-300 dark:border-gray-600"
/>
</th>
{visibleColumns.map((col) => {
const tooltips: Record<string, { tip: string; width?: string }> = {
resource: {
tip: "The person assigned to this time block. Grouped view clusters entries by resource.",
},
project: {
tip: "The project this allocation belongs to, identified by short code and name.",
},
role: {
tip: "The role this allocation was created for. May differ from the resource's primary role.",
},
dates: { tip: "Start and end date of this allocation period (inclusive)." },
hoursPerDay: {
tip: "Planned working hours per calendar day for this allocation.",
},
cost: {
tip: "Daily cost = resource LCR x hours per day. Total cost = daily cost x working days.",
width: "w-72",
},
status: {
tip: "PROPOSED = requested · CONFIRMED = approved · ACTIVE = ongoing · COMPLETED = finished · CANCELLED = removed.",
width: "w-72",
},
};
const t = tooltips[col.key];
const fieldMap: Record<string, string> = {
dates: "startDate",
hoursPerDay: "hoursPerDay",
cost: "dailyCostCents",
};
return (
<SortableColumnHeader
key={col.key}
label={col.label}
field={fieldMap[col.key] ?? col.key}
sortField={sortField}
sortDir={sortDir}
onSort={handleSort}
{...(t?.tip ? { tooltip: t.tip } : {})}
{...(t?.width ? { tooltipWidth: t.width } : {})}
/>
);
})}
<th className="px-4 py-3" />
</tr>
</thead>
<tbody className="divide-y divide-gray-100 dark:divide-gray-800">
{isLoading && (
<tr>
<td
colSpan={totalColSpan}
className="py-12 text-center text-sm text-gray-500 dark:text-gray-400"
>
Loading allocations
</td>
</tr>
)}
{!isLoading && allocationQueryFailure && (
<tr>
<td
colSpan={totalColSpan}
className="py-12 text-center text-sm text-gray-500 dark:text-gray-400"
>
<div
data-testid={allocationQueryFailure.testId}
className="flex flex-col items-center gap-2"
>
<p className="font-medium text-gray-700 dark:text-gray-200">
{allocationQueryFailure.title}
</p>
<p>{allocationQueryFailure.detail}</p>
{allocationQueryFailure.actionLabel && allocationQueryFailure.actionHref && (
<a
href={allocationQueryFailure.actionHref}
className="rounded-lg border border-gray-300 px-3 py-1.5 text-xs font-medium text-gray-700 transition hover:border-gray-400 hover:bg-gray-50 dark:border-gray-600 dark:text-gray-200 dark:hover:bg-gray-800"
>
{allocationQueryFailure.actionLabel}
</a>
)}
</div>
</td>
</tr>
)}
{!isLoading && !allocationQueryFailure && sorted.length === 0 && (
<tr>
<td colSpan={totalColSpan}>
{emptyState.showResetAction ? (
<EmptyState
testId="allocations-empty-state"
title={emptyState.title}
detail={emptyState.detail}
action={{ label: "Show all assignments", onClick: clearAll }}
/>
) : (
<EmptyState
testId="allocations-empty-state"
title={emptyState.title}
detail={emptyState.detail}
/>
)}
</td>
</tr>
)}
{!isLoading &&
!allocationQueryFailure &&
viewMode === "flat" &&
sorted.map((alloc, index) => renderAllocRow(alloc, false, index))}
{!isLoading &&
!allocationQueryFailure &&
viewMode === "grouped" &&
groups.map((group) => {
const isCollapsed =
collapsedGroups === "all" || collapsedGroups.has(group.resourceId);
const groupAllocIds = group.allocations.map((a) => a.id);
const allGroupSelected = selection.isAllSelected(groupAllocIds);
const groupIndeterminate =
!allGroupSelected && groupAllocIds.some((id) => selection.selectedIds.has(id));
return (
<GroupRows key={group.resourceId}>
{/* Group header */}
<tr
data-testid="allocation-group-header"
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, 0)}
</GroupRows>
);
}
// Multiple allocations — show collapsible project sub-group
return (
<GroupRows key={subKey}>
<tr
data-testid="allocation-subgroup-header"
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, idx) =>
renderAllocRow(alloc, true, idx),
)}
</GroupRows>
);
})}
</GroupRows>
);
})}
</tbody>
</table>
</div>
{!isLoading && filteredDemands.length > 0 && (
<div className="app-surface mt-6 overflow-hidden border-amber-200 dark:border-amber-900/70">
<div className="flex items-center justify-between border-b border-amber-200 bg-amber-50/70 px-4 py-3 dark:border-amber-900/70 dark:bg-amber-950/20">
<div>
<h2 className="text-sm font-semibold text-amber-900 dark:text-amber-200">
Open Demands
</h2>
<p className="text-xs text-amber-700 dark:text-amber-300/80">
Placeholder demand rows not yet assigned to a resource.
</p>
</div>
<span className="text-xs font-medium text-amber-700 dark:text-amber-300">
{filteredDemands.length} item{filteredDemands.length !== 1 ? "s" : ""}
</span>
</div>
<div className="divide-y divide-amber-100 dark:divide-amber-900/40">
{filteredDemands.map((demand) => (
<div
key={demand.id}
className="flex items-center justify-between gap-4 px-4 py-3 hover:bg-amber-50/40 dark:hover:bg-amber-950/10"
>
<div className="min-w-0">
<div className="text-sm font-medium text-gray-900 dark:text-gray-100 truncate">
{demand.project ? (
<>
<span className="font-mono text-xs">{demand.project.shortCode}</span>{" "}
{demand.project.name}
</>
) : (
"Unknown project"
)}
</div>
<div className="mt-1 text-xs text-gray-500 dark:text-gray-400">
{demand.role ?? "Placeholder role"} · {formatPeriod(demand)} ·{" "}
{demand.hoursPerDay}h/day
</div>
</div>
<div className="flex flex-shrink-0 items-center gap-4">
<div className="text-right">
<div className="text-xs uppercase tracking-wide text-amber-700 dark:text-amber-300">
Unfilled
</div>
<div className="text-sm font-semibold text-amber-900 dark:text-amber-200">
{demand.unfilledHeadcount ?? demand.headcount} /{" "}
{demand.requestedHeadcount ?? demand.headcount}
</div>
</div>
<div className="flex items-center gap-2">
<button
type="button"
onClick={() => openEdit(demand as AllocationWithDetails)}
className="app-action-edit"
>
Edit
</button>
<button
type="button"
onClick={() => setConfirmDelete({ single: demand as AllocationWithDetails })}
disabled={singleDeletePending}
className="app-action-delete disabled:opacity-50"
>
Delete
</button>
</div>
</div>
</div>
))}
</div>
</div>
)}
{/* Batch Status Picker */}
{batchStatusPicker && (
<div
className="fixed inset-0 bg-black/30 z-50 flex items-center justify-center p-4"
onClick={() => setBatchStatusPicker(false)}
>
<div
className="min-w-[220px] rounded-2xl bg-white p-5 shadow-2xl dark:bg-gray-900"
onClick={(e) => e.stopPropagation()}
>
<h3 className="mb-3 text-sm font-semibold text-gray-900 dark:text-gray-100">
Set status for {selection.count} allocations
</h3>
<div className="flex flex-col gap-1">
{ALL_ALLOC_STATUSES.map((s) => (
<button
key={s.value}
type="button"
onClick={() => {
setConfirmBatchStatus({ ids: selectedMutationIds, status: s.value });
setBatchStatusPicker(false);
}}
className="w-full rounded-xl px-3 py-2 text-left text-sm transition-colors hover:bg-gray-50 dark:hover:bg-gray-800"
>
<span
className={`inline-block px-2 py-0.5 text-xs rounded-full font-medium ${STATUS_BADGE[s.value]}`}
>
{s.label}
</span>
</button>
))}
</div>
</div>
</div>
)}
{/* Confirm single delete */}
{confirmDelete?.single && (
<ConfirmDialog
title="Delete Allocation"
message={`Delete allocation for ${confirmDelete.single.resource?.displayName ?? "resource"} on ${confirmDelete.single.project?.name ?? "project"}?`}
confirmLabel="Delete"
variant="danger"
onConfirm={() => {
handleSingleDelete(confirmDelete.single!);
setConfirmDelete(null);
}}
onCancel={() => setConfirmDelete(null)}
/>
)}
{/* Confirm batch delete */}
{confirmDelete?.ids && (
<ConfirmDialog
title="Delete Allocations"
message={`Delete ${confirmDelete.ids.length} selected allocation${confirmDelete.ids.length !== 1 ? "s" : ""}? This cannot be undone.`}
confirmLabel="Delete All"
variant="danger"
onConfirm={() => {
batchDeleteMutation.mutate({ ids: confirmDelete.ids! });
setConfirmDelete(null);
}}
onCancel={() => setConfirmDelete(null)}
/>
)}
{/* Confirm batch status */}
{confirmBatchStatus && (
<ConfirmDialog
title="Update Allocation Status"
message={`Set ${confirmBatchStatus.ids.length} allocation${confirmBatchStatus.ids.length !== 1 ? "s" : ""} to "${confirmBatchStatus.status}"?`}
confirmLabel="Update"
onConfirm={() => {
batchStatusMutation.mutate({
ids: confirmBatchStatus.ids,
status: confirmBatchStatus.status as never,
});
setConfirmBatchStatus(null);
}}
onCancel={() => setConfirmBatchStatus(null)}
/>
)}
{/* Batch Action Bar */}
<BatchActionBar
count={selection.count}
onClear={selection.clear}
actions={[
{
label: "Set Status…",
onClick: () => setBatchStatusPicker(true),
disabled: batchStatusMutation.isPending,
},
{
label: "Shift Dates…",
onClick: () => setShowDateShiftModal(true),
disabled: batchDateShiftMutation.isPending,
},
{
label: `Delete (${selection.count})`,
variant: "danger",
onClick: () => setConfirmDelete({ ids: selectedMutationIds }),
disabled: batchDeleteMutation.isPending,
},
]}
/>
{/* Batch date shift modal */}
{showDateShiftModal && (
<BatchDateShiftModal
count={selection.count}
isPending={batchDateShiftMutation.isPending}
onConfirm={(daysDelta) =>
batchDateShiftMutation.mutate({
allocationIds: selectedMutationIds,
daysDelta,
mode: "move",
})
}
onClose={() => setShowDateShiftModal(false)}
/>
)}
{/* Modal */}
{modalOpen && (
<AllocationModal
allocation={editingAllocation}
onClose={closeModal}
onSuccess={closeModal}
/>
)}
</div>
);
}