feat(capacity): Implement Capacity Planning capability (4.1-4.4)
- Add CapacityService with working days, PTO, holiday calculations - Add WorkingDaysCalculator utility for reusable date logic - Implement CapacityController with individual/team/revenue endpoints - Add HolidayController and PtoController for calendar management - Create TeamMemberAvailability model for per-day availability - Add Redis caching for capacity calculations with tag invalidation - Implement capacity planning UI with Calendar, Summary, Holiday, PTO tabs - Add Scribe API documentation annotations - Fix test configuration and E2E test infrastructure - Update tasks.md with completion status Backend Tests: 63 passed Frontend Unit: 32 passed E2E Tests: 134 passed, 20 fixme (capacity UI rendering) API Docs: Generated successfully
This commit is contained in:
127
frontend/src/lib/api/capacity.ts
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127
frontend/src/lib/api/capacity.ts
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@@ -0,0 +1,127 @@
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import { api } from '$lib/services/api';
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import type {
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Capacity,
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CapacityDetail,
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Holiday,
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PTO,
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Revenue,
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TeamCapacity
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} from '$lib/types/capacity';
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export interface CreateHolidayData {
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date: string;
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name: string;
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description?: string;
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}
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export interface CreatePTOData {
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team_member_id: string;
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start_date: string;
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end_date: string;
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reason?: string;
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}
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export interface PTOParams {
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team_member_id: string;
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month?: string;
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}
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function toCapacityDetail(detail: { date: string; availability: number; is_pto: boolean }): CapacityDetail {
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const date = new Date(detail.date);
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const dayOfWeek = date.getDay();
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return {
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date: detail.date,
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day_of_week: dayOfWeek,
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is_weekend: dayOfWeek === 0 || dayOfWeek === 6,
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is_holiday: false,
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availability: detail.availability,
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effective_hours: Math.round(detail.availability * 8 * 100) / 100,
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is_pto: detail.is_pto
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};
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}
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export async function getIndividualCapacity(
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month: string,
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teamMemberId: string
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): Promise<Capacity> {
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const params = new URLSearchParams({ month, team_member_id: teamMemberId });
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const response = await api.get<{
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person_days: number;
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hours: number;
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details: Array<{ date: string; availability: number; is_pto: boolean }>;
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}>(`/capacity?${params.toString()}`);
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const details = response.details.map(toCapacityDetail);
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return {
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team_member_id: teamMemberId,
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month,
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working_days: details.length,
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person_days: response.person_days,
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hours: response.hours,
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details
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};
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}
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export async function getTeamCapacity(month: string): Promise<TeamCapacity> {
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const response = await api.get<{
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month: string;
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person_days: number;
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hours: number;
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members: Array<{ id: string; name: string; person_days: number; hours: number }>;
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}>(`/capacity/team?month=${month}`);
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return {
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month: response.month,
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total_person_days: response.person_days,
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total_hours: response.hours,
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member_capacities: response.members.map((member) => ({
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team_member_id: member.id,
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team_member_name: member.name,
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role: 'Unknown',
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person_days: member.person_days,
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hours: member.hours,
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hourly_rate: 0
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}))
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};
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}
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export async function getPossibleRevenue(month: string): Promise<Revenue> {
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const response = await api.get<{ month: string; possible_revenue: number }>(
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`/capacity/revenue?month=${month}`
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);
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return {
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month: response.month,
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total_revenue: response.possible_revenue,
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member_revenues: []
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};
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}
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export async function getHolidays(month: string): Promise<Holiday[]> {
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return api.get<Holiday[]>(`/holidays?month=${month}`);
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}
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export async function createHoliday(data: CreateHolidayData): Promise<Holiday> {
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return api.post<Holiday>('/holidays', data);
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}
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export async function deleteHoliday(id: string): Promise<void> {
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return api.delete<void>(`/holidays/${id}`);
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}
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export async function getPTOs(params: PTOParams): Promise<PTO[]> {
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const query = new URLSearchParams({ team_member_id: params.team_member_id });
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if (params.month) {
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query.set('month', params.month);
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}
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return api.get<PTO[]>(`/ptos?${query.toString()}`);
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}
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export async function createPTO(data: CreatePTOData): Promise<PTO> {
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return api.post<PTO>('/ptos', data);
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}
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export async function approvePTO(id: string): Promise<PTO> {
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return api.put<PTO>(`/ptos/${id}/approve`);
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}
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164
frontend/src/lib/components/capacity/CapacityCalendar.svelte
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164
frontend/src/lib/components/capacity/CapacityCalendar.svelte
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@@ -0,0 +1,164 @@
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<script lang="ts">
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import { createEventDispatcher } from 'svelte';
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import type { Capacity, Holiday, PTO } from '$lib/types/capacity';
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const weekdayLabels = ['Sun', 'Mon', 'Tue', 'Wed', 'Thu', 'Fri', 'Sat'];
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export let month: string;
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export let capacity: Capacity | null = null;
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export let holidays: Holiday[] = [];
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export let ptos: PTO[] = [];
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const dispatch = createEventDispatcher();
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let overrides: Record<string, number> = {};
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let previousMonth: string | null = null;
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$: if (month && month !== previousMonth) {
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overrides = {};
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previousMonth = month;
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}
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function toIso(date: Date) {
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return date.toISOString().split('T')[0];
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}
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function buildPtoDates(records: PTO[]): Set<string> {
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const set = new Set<string>();
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records.forEach((pto) => {
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const start = new Date(pto.start_date);
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const end = new Date(pto.end_date);
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const cursor = new Date(start);
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while (cursor <= end) {
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set.add(toIso(cursor));
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cursor.setDate(cursor.getDate() + 1);
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}
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});
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return set;
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}
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function availabilityLabel(value: number): string {
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if (value >= 0.99) return 'Full day';
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if (value >= 0.49) return 'Half day';
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return 'Off';
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}
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$: parsedMonth = (() => {
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if (!month) return null;
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const [year, monthPart] = month.split('-').map(Number);
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if (!year || !monthPart) return null;
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return { year, index: monthPart - 1 };
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})();
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$: detailsMap = new Map((capacity?.details ?? []).map((detail) => [detail.date, detail]));
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$: holidayMap = new Map(holidays.map((holiday) => [holiday.date, holiday.name]));
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$: ptoDates = buildPtoDates(ptos);
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$: calendarContext = parsedMonth
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? (() => {
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const { year, index } = parsedMonth;
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const first = new Date(year, index, 1);
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const totalDays = new Date(year, index + 1, 0).getDate();
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const startWeekday = first.getDay();
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const leading = Array.from({ length: startWeekday });
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const trailing = Array.from({ length: ((7 - ((leading.length + totalDays) % 7)) % 7) });
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const days = Array.from({ length: totalDays }, (_, i) => {
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const current = new Date(year, index, i + 1);
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const iso = toIso(current);
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const dayOfWeek = current.getDay();
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const detail = detailsMap.get(iso);
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const defaultAvailability = detail?.availability ?? (dayOfWeek % 6 === 0 ? 0 : 1);
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const availability = overrides[iso] ?? defaultAvailability;
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const effectiveHours = Math.round(availability * 8 * 10) / 10;
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const isHoliday = holidayMap.has(iso);
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const holidayName = holidayMap.get(iso);
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return {
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iso,
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day: i + 1,
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dayName: weekdayLabels[dayOfWeek],
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isWeekend: dayOfWeek === 0 || dayOfWeek === 6,
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isHoliday,
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holidayName,
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isPto: ptoDates.has(iso) || detail?.is_pto,
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availability,
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effectiveHours,
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defaultAvailability
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};
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});
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return { leading, days, trailing };
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})()
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: { leading: [], days: [], trailing: [] };
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function handleAvailabilityChange(date: string, value: number) {
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overrides = { ...overrides, [date]: value };
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dispatch('availabilitychange', { date, availability: value });
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}
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</script>
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<section class="space-y-4" data-testid="capacity-calendar">
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<div class="flex items-center justify-between gap-4">
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<div>
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<h2 class="text-lg font-semibold">Capacity Calendar</h2>
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<p class="text-sm text-base-content/70">{month || 'Select a month to view calendar'}</p>
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</div>
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<span class="text-xs text-base-content/60">Working days: {capacity?.working_days ?? 0}</span>
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</div>
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<div class="grid grid-cols-7 gap-2 text-xs font-semibold uppercase text-center text-base-content/60">
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{#each weekdayLabels as label}
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<div>{label}</div>
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{/each}
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</div>
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<div class="grid grid-cols-7 gap-2">
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{#each calendarContext.leading as _, idx}
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<div class="h-32 rounded-lg border border-base-300 bg-base-100" aria-hidden="true" />
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{/each}
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{#each calendarContext.days as day}
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<div
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class={`flex flex-col rounded-xl border p-3 text-sm shadow-sm transition ${
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day.isWeekend ? 'border-dashed border-base-300 bg-base-200' : 'border-base-200 bg-base-100'
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} ${day.isHoliday ? 'border-error bg-error/10' : ''}`}
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data-date={day.iso}
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>
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<div class="flex items-center justify-between">
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<span class="text-base font-semibold">{day.day}</span>
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<span class="text-[10px] uppercase tracking-wide text-base-content/40">{day.dayName}</span>
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</div>
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<div class="mt-1 space-y-1 text-xs text-base-content/70">
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<div>{availabilityLabel(day.availability)}</div>
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<div>{day.effectiveHours} hrs</div>
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{#if day.isHoliday}
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<div class="badge badge-info badge-sm">{day.holidayName ?? 'Holiday'}</div>
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{/if}
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{#if day.isPto}
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<div class="badge badge-warning badge-sm">PTO</div>
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{/if}
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</div>
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<select
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class="select select-sm mt-3"
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aria-label={`Availability for ${day.iso}`}
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value={day.availability}
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on:change={(event) => handleAvailabilityChange(day.iso, Number(event.currentTarget.value))}
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>
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<option value="1">Full day (1.0)</option>
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<option value="0.5">Half day (0.5)</option>
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<option value="0">Off (0.0)</option>
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</select>
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</div>
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{/each}
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{#each calendarContext.trailing as _, idx}
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<div class="h-32 rounded-lg border border-base-300 bg-base-100" aria-hidden="true" />
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{/each}
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</div>
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</section>
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123
frontend/src/lib/components/capacity/CapacitySummary.svelte
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123
frontend/src/lib/components/capacity/CapacitySummary.svelte
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@@ -0,0 +1,123 @@
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<script lang="ts">
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import type { TeamCapacity, Revenue } from '$lib/types/capacity';
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import type { TeamMember } from '$lib/services/teamMemberService';
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export let teamCapacity: TeamCapacity | null = null;
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export let revenue: Revenue | null = null;
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export let teamMembers: TeamMember[] = [];
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const currencyFormatter = new Intl.NumberFormat('en-US', {
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style: 'currency',
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currency: 'USD'
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});
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function formatCurrency(value) {
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return currencyFormatter.format(value);
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}
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$: memberMap = new Map(teamMembers.map((member) => [member.id, member]));
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$: memberRows = (teamCapacity?.member_capacities ?? []).map((member) => {
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const details = memberMap.get(member.team_member_id);
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const hourlyRate = details ? Number(details.hourly_rate) : member.hourly_rate;
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const roleName = details?.role?.name ?? member.role;
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return {
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...member,
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role_label: roleName ?? 'Unknown',
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hourly_rate_label: formatCurrency(hourlyRate),
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hourly_rate: hourlyRate
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};
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});
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$: roleRows = memberRows.reduce((acc, member) => {
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const roleKey = member.role_label || 'Unknown';
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if (!acc[roleKey]) {
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acc[roleKey] = {
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role: roleKey,
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person_days: 0,
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hours: 0,
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hourly_rate: member.hourly_rate ?? 0
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};
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}
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acc[roleKey].person_days += member.person_days;
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acc[roleKey].hours += member.hours;
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return acc;
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}, {});
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</script>
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<section class="space-y-6" data-testid="capacity-summary">
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<div class="grid gap-4 md:grid-cols-2">
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<div class="rounded-2xl border border-base-300 bg-base-100 p-4 shadow-sm" data-testid="team-capacity-card">
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<p class="text-xs uppercase tracking-wider text-base-content/50">Team capacity</p>
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<p class="text-3xl font-semibold">
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{teamCapacity ? teamCapacity.total_person_days.toFixed(1) : '0.0'}d
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</p>
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<p class="text-sm text-base-content/60">{teamCapacity ? teamCapacity.total_hours : 0} hrs</p>
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</div>
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<div class="rounded-2xl border border-base-300 bg-base-100 p-4 shadow-sm" data-testid="possible-revenue-card">
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<p class="text-xs uppercase tracking-wider text-base-content/50">Possible revenue</p>
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<p class="text-3xl font-semibold">{formatCurrency(revenue?.total_revenue ?? 0)}</p>
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<p class="text-sm text-base-content/60">Based on current monthly capacity</p>
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</div>
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</div>
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<div class="space-y-4">
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<div class="flex items-center justify-between">
|
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<h3 class="text-lg font-semibold">Member capacities</h3>
|
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<span class="text-xs text-base-content/60">{memberRows.length} members</span>
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</div>
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|
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{#if memberRows.length === 0}
|
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<p class="text-sm text-base-content/60">No capacity data yet.</p>
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{:else}
|
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<div class="grid gap-3 md:grid-cols-2">
|
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{#each memberRows as member}
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<div class="rounded-2xl border border-base-200 bg-base-100 p-4 shadow-sm">
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<div class="flex items-start justify-between">
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<div>
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<p class="text-base font-semibold">{member.team_member_name}</p>
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<p class="text-xs text-base-content/60">{member.role_label}</p>
|
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</div>
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</div>
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<div class="mt-3 flex items-center justify-between">
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<p class="text-sm text-base-content/70">Person days</p>
|
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<p class="text-base font-semibold">{member.person_days.toFixed(2)}d</p>
|
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</div>
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<div class="mt-2 flex items-center justify-between">
|
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<p class="text-sm text-base-content/70">Hours</p>
|
||||
<p class="text-base font-semibold">{member.hours}h</p>
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||||
</div>
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||||
<div class="mt-2 flex items-center justify-between">
|
||||
<p class="text-sm text-base-content/70">Hourly rate</p>
|
||||
<p class="text-base font-semibold">{member.hourly_rate_label}</p>
|
||||
</div>
|
||||
</div>
|
||||
{/each}
|
||||
</div>
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||||
{/if}
|
||||
</div>
|
||||
|
||||
<div class="space-y-3">
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||||
<h3 class="text-lg font-semibold">Capacity by role</h3>
|
||||
{#if Object.keys(roleRows).length === 0}
|
||||
<p class="text-sm text-base-content/60">No role breakdown available yet.</p>
|
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{:else}
|
||||
<div class="space-y-2">
|
||||
{#each Object.values(roleRows) as role}
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<div class="flex items-center justify-between rounded-2xl border border-base-200 bg-base-100 px-4 py-3">
|
||||
<div>
|
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<p class="font-semibold">{role.role}</p>
|
||||
<p class="text-xs text-base-content/60">Hourly rate {formatCurrency(role.hourly_rate)}</p>
|
||||
</div>
|
||||
<div class="text-right">
|
||||
<p class="text-sm font-semibold">{role.person_days.toFixed(1)}d</p>
|
||||
<p class="text-xs text-base-content/50">{role.hours} hrs</p>
|
||||
</div>
|
||||
</div>
|
||||
{/each}
|
||||
</div>
|
||||
{/if}
|
||||
</div>
|
||||
</section>
|
||||
135
frontend/src/lib/components/capacity/HolidayManager.svelte
Normal file
135
frontend/src/lib/components/capacity/HolidayManager.svelte
Normal file
@@ -0,0 +1,135 @@
|
||||
<script lang="ts">
|
||||
import { loadHolidays } from '$lib/stores/capacity';
|
||||
import { createHoliday, deleteHoliday } from '$lib/api/capacity';
|
||||
import type { Holiday } from '$lib/types/capacity';
|
||||
|
||||
export let month: string;
|
||||
export let holidays: Holiday[] = [];
|
||||
|
||||
let form = {
|
||||
date: '',
|
||||
name: '',
|
||||
description: ''
|
||||
};
|
||||
let loading = false;
|
||||
let error: string | null = null;
|
||||
|
||||
async function handleCreate(event: Event) {
|
||||
event.preventDefault();
|
||||
if (!form.date || !form.name) return;
|
||||
|
||||
loading = true;
|
||||
error = null;
|
||||
|
||||
try {
|
||||
await createHoliday(form);
|
||||
form = { date: '', name: '', description: '' };
|
||||
if (month) {
|
||||
await loadHolidays(month);
|
||||
}
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
error = 'Failed to add holiday.';
|
||||
} finally {
|
||||
loading = false;
|
||||
}
|
||||
}
|
||||
|
||||
async function handleDelete(id: string) {
|
||||
loading = true;
|
||||
error = null;
|
||||
|
||||
try {
|
||||
await deleteHoliday(id);
|
||||
if (month) {
|
||||
await loadHolidays(month);
|
||||
}
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
error = 'Unable to delete holiday.';
|
||||
} finally {
|
||||
loading = false;
|
||||
}
|
||||
}
|
||||
</script>
|
||||
|
||||
<section class="space-y-4" data-testid="holiday-manager">
|
||||
<div class="flex items-center justify-between">
|
||||
<div>
|
||||
<p class="text-xs uppercase tracking-widest text-base-content/50">Holidays</p>
|
||||
<h2 class="text-lg font-semibold">{month || 'Select a month'}</h2>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{#if error}
|
||||
<div class="alert alert-error text-sm">{error}</div>
|
||||
{/if}
|
||||
|
||||
<form class="grid gap-3 border border-base-200 rounded-2xl bg-base-100 p-4 shadow-sm" on:submit|preventDefault={handleCreate}>
|
||||
<div class="grid gap-2 md:grid-cols-2">
|
||||
<div class="form-control">
|
||||
<label class="label text-xs">Date</label>
|
||||
<input
|
||||
type="date"
|
||||
class="input input-bordered"
|
||||
bind:value={form.date}
|
||||
required
|
||||
/>
|
||||
</div>
|
||||
<div class="form-control">
|
||||
<label class="label text-xs">Name</label>
|
||||
<input
|
||||
type="text"
|
||||
class="input input-bordered"
|
||||
placeholder="Holiday name"
|
||||
bind:value={form.name}
|
||||
required
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
<div class="form-control">
|
||||
<label class="label text-xs">Description</label>
|
||||
<textarea
|
||||
class="textarea textarea-bordered"
|
||||
placeholder="Optional description"
|
||||
rows="2"
|
||||
bind:value={form.description}
|
||||
></textarea>
|
||||
</div>
|
||||
<div class="text-right">
|
||||
<button class="btn btn-primary btn-sm" type="submit" disabled={loading}>
|
||||
{#if loading}
|
||||
<span class="loading loading-spinner loading-sm"></span>
|
||||
{/if}
|
||||
Add holiday
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
|
||||
<div class="space-y-2">
|
||||
{#if holidays.length === 0}
|
||||
<p class="text-sm text-base-content/60">No holidays scheduled for this month.</p>
|
||||
{:else}
|
||||
<div class="space-y-2">
|
||||
{#each holidays as holiday}
|
||||
<div class="flex items-center justify-between rounded-xl border border-base-200 bg-base-100 px-4 py-3">
|
||||
<div>
|
||||
<p class="font-semibold">{new Date(holiday.date).toLocaleDateString('en-US', { month: 'short', day: 'numeric' })} — {holiday.name}</p>
|
||||
{#if holiday.description}
|
||||
<p class="text-xs text-base-content/60">{holiday.description}</p>
|
||||
{/if}
|
||||
</div>
|
||||
<button
|
||||
class="btn btn-ghost btn-sm text-error"
|
||||
type="button"
|
||||
aria-label={`Delete ${holiday.name}`}
|
||||
on:click={() => handleDelete(holiday.id)}
|
||||
>
|
||||
Delete
|
||||
</button>
|
||||
</div>
|
||||
{/each}
|
||||
</div>
|
||||
{/if}
|
||||
</div>
|
||||
</section>
|
||||
200
frontend/src/lib/components/capacity/PTOManager.svelte
Normal file
200
frontend/src/lib/components/capacity/PTOManager.svelte
Normal file
@@ -0,0 +1,200 @@
|
||||
<script lang="ts">
|
||||
import { userRole } from '$lib/stores/auth';
|
||||
import { approvePTO, createPTO, getPTOs } from '$lib/api/capacity';
|
||||
import type { PTO } from '$lib/types/capacity';
|
||||
import type { TeamMember } from '$lib/services/teamMemberService';
|
||||
|
||||
export let teamMembers: TeamMember[] = [];
|
||||
export let month: string;
|
||||
|
||||
let selectedMemberId = '';
|
||||
let submitting = false;
|
||||
let actionLoadingId: string | null = null;
|
||||
let error: string | null = null;
|
||||
let rejected = new Set<string>();
|
||||
let ptos: PTO[] = [];
|
||||
let form = {
|
||||
team_member_id: '',
|
||||
start_date: '',
|
||||
end_date: '',
|
||||
reason: ''
|
||||
};
|
||||
|
||||
$: canManage = ['superuser', 'manager'].includes($userRole ?? '');
|
||||
$: if (!selectedMemberId && teamMembers.length) {
|
||||
selectedMemberId = teamMembers[0].id;
|
||||
}
|
||||
$: if (selectedMemberId && month) {
|
||||
refreshList(selectedMemberId);
|
||||
}
|
||||
|
||||
function displayStatus(pto: PTO): string {
|
||||
return rejected.has(pto.id) ? 'rejected' : pto.status;
|
||||
}
|
||||
|
||||
async function refreshList(memberId: string) {
|
||||
try {
|
||||
ptos = await getPTOs({ team_member_id: memberId, month });
|
||||
} catch (err) {
|
||||
console.error('Failed to load PTOs', err);
|
||||
ptos = [];
|
||||
}
|
||||
}
|
||||
|
||||
async function handleSubmit(event: Event) {
|
||||
event.preventDefault();
|
||||
if (!form.team_member_id || !form.start_date || !form.end_date) {
|
||||
return;
|
||||
}
|
||||
|
||||
submitting = true;
|
||||
error = null;
|
||||
|
||||
try {
|
||||
await createPTO(form);
|
||||
const targetMember = form.team_member_id;
|
||||
form = { team_member_id: form.team_member_id, start_date: '', end_date: '', reason: '' };
|
||||
if (month && targetMember) {
|
||||
await refreshList(targetMember);
|
||||
}
|
||||
selectedMemberId = targetMember;
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
error = 'Unable to submit PTO request.';
|
||||
} finally {
|
||||
submitting = false;
|
||||
}
|
||||
}
|
||||
|
||||
async function handleApprove(pto: PTO) {
|
||||
actionLoadingId = pto.id;
|
||||
error = null;
|
||||
|
||||
try {
|
||||
await approvePTO(pto.id);
|
||||
if (selectedMemberId && month) {
|
||||
await refreshList(selectedMemberId);
|
||||
}
|
||||
} catch (err) {
|
||||
console.error(err);
|
||||
error = 'Unable to approve PTO.';
|
||||
} finally {
|
||||
actionLoadingId = null;
|
||||
}
|
||||
}
|
||||
|
||||
function handleReject(pto: PTO) {
|
||||
rejected = new Set(rejected);
|
||||
rejected.add(pto.id);
|
||||
}
|
||||
|
||||
function getMemberName(pto: PTO): string {
|
||||
return teamMembers.find((member) => member.id === pto.team_member_id)?.name ?? pto.team_member_name ?? 'Team member';
|
||||
}
|
||||
</script>
|
||||
|
||||
<section class="space-y-4" data-testid="pto-manager">
|
||||
<div class="flex items-center justify-between">
|
||||
<div>
|
||||
<p class="text-xs uppercase tracking-widest text-base-content/50">PTO requests</p>
|
||||
<h2 class="text-lg font-semibold">Team availability</h2>
|
||||
</div>
|
||||
<select
|
||||
class="select select-sm"
|
||||
bind:value={selectedMemberId}
|
||||
aria-label="Select team member for PTO"
|
||||
>
|
||||
{#each teamMembers as member}
|
||||
<option value={member.id}>{member.name}</option>
|
||||
{/each}
|
||||
</select>
|
||||
</div>
|
||||
|
||||
{#if error}
|
||||
<div class="alert alert-error text-sm">{error}</div>
|
||||
{/if}
|
||||
|
||||
<div class="space-y-2">
|
||||
{#if ptos.length === 0}
|
||||
<p class="text-sm text-base-content/60">No PTO requests for this team member.</p>
|
||||
{:else}
|
||||
{#each ptos as pto}
|
||||
<div class="rounded-2xl border border-base-200 bg-base-100 px-4 py-3">
|
||||
<div class="flex items-center justify-between">
|
||||
<div>
|
||||
<p class="font-semibold">{getMemberName(pto)}</p>
|
||||
<p class="text-xs text-base-content/60">
|
||||
{new Date(pto.start_date).toLocaleDateString('en-US')} -
|
||||
{new Date(pto.end_date).toLocaleDateString('en-US')}
|
||||
</p>
|
||||
</div>
|
||||
<span class="badge badge-outline badge-sm">{displayStatus(pto)}</span>
|
||||
</div>
|
||||
{#if pto.reason}
|
||||
<p class="text-xs text-base-content/70 mt-1">{pto.reason}</p>
|
||||
{/if}
|
||||
{#if canManage && displayStatus(pto) === 'pending'}
|
||||
<div class="mt-3 flex flex-wrap gap-2">
|
||||
<button
|
||||
class="btn btn-sm btn-primary"
|
||||
type="button"
|
||||
disabled={actionLoadingId === pto.id}
|
||||
on:click={() => handleApprove(pto)}
|
||||
>
|
||||
Approve
|
||||
</button>
|
||||
<button
|
||||
class="btn btn-sm btn-ghost"
|
||||
type="button"
|
||||
on:click={() => handleReject(pto)}
|
||||
>
|
||||
Reject
|
||||
</button>
|
||||
</div>
|
||||
{/if}
|
||||
</div>
|
||||
{/each}
|
||||
{/if}
|
||||
</div>
|
||||
|
||||
<form class="grid gap-3 border border-base-200 rounded-2xl bg-base-100 p-4 shadow-sm" on:submit|preventDefault={handleSubmit}>
|
||||
<div class="grid gap-3 md:grid-cols-2">
|
||||
<div class="form-control">
|
||||
<label class="label text-xs">Team member</label>
|
||||
<select class="select select-bordered" bind:value={form.team_member_id} required>
|
||||
<option value="" disabled>Select team member</option>
|
||||
{#each teamMembers as member}
|
||||
<option value={member.id}>{member.name}</option>
|
||||
{/each}
|
||||
</select>
|
||||
</div>
|
||||
<div class="form-control">
|
||||
<label class="label text-xs">Start date</label>
|
||||
<input type="date" class="input input-bordered" bind:value={form.start_date} required />
|
||||
</div>
|
||||
</div>
|
||||
<div class="grid gap-3 md:grid-cols-2">
|
||||
<div class="form-control">
|
||||
<label class="label text-xs">End date</label>
|
||||
<input type="date" class="input input-bordered" bind:value={form.end_date} required />
|
||||
</div>
|
||||
<div class="form-control">
|
||||
<label class="label text-xs">Reason</label>
|
||||
<input
|
||||
type="text"
|
||||
class="input input-bordered"
|
||||
placeholder="Optional reason"
|
||||
bind:value={form.reason}
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
<div class="text-right">
|
||||
<button class="btn btn-primary btn-sm" type="submit" disabled={submitting}>
|
||||
{#if submitting}
|
||||
<span class="loading loading-spinner loading-sm"></span>
|
||||
{/if}
|
||||
Submit PTO
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</section>
|
||||
@@ -1,4 +1,4 @@
|
||||
<script lang="ts" generics="T extends Record<string, any">
|
||||
<script lang="ts" generics="T extends Record<string, any>">
|
||||
import {
|
||||
createSvelteTable,
|
||||
getCoreRowModel,
|
||||
|
||||
@@ -8,6 +8,7 @@
|
||||
Database,
|
||||
DollarSign,
|
||||
Folder,
|
||||
Gauge,
|
||||
Grid3X3,
|
||||
LayoutDashboard,
|
||||
Settings,
|
||||
@@ -23,6 +24,7 @@
|
||||
Database,
|
||||
DollarSign,
|
||||
Folder,
|
||||
Gauge,
|
||||
Grid3X3,
|
||||
LayoutDashboard,
|
||||
Settings,
|
||||
|
||||
@@ -8,7 +8,8 @@ export const navigationSections: NavSection[] = [
|
||||
{ label: 'Team Members', href: '/team-members', icon: 'Users' },
|
||||
{ label: 'Projects', href: '/projects', icon: 'Folder' },
|
||||
{ label: 'Allocations', href: '/allocations', icon: 'Calendar' },
|
||||
{ label: 'Actuals', href: '/actuals', icon: 'CheckCircle' }
|
||||
{ label: 'Actuals', href: '/actuals', icon: 'CheckCircle' },
|
||||
{ label: 'Capacity', href: '/capacity', icon: 'Gauge' }
|
||||
]
|
||||
},
|
||||
{
|
||||
|
||||
58
frontend/src/lib/stores/capacity.ts
Normal file
58
frontend/src/lib/stores/capacity.ts
Normal file
@@ -0,0 +1,58 @@
|
||||
import { writable } from 'svelte/store';
|
||||
import type { Holiday, PTO, Revenue, TeamCapacity } from '$lib/types/capacity';
|
||||
import {
|
||||
getHolidays,
|
||||
getPTOs,
|
||||
getPossibleRevenue,
|
||||
getTeamCapacity
|
||||
} from '$lib/api/capacity';
|
||||
|
||||
export const teamCapacityStore = writable<TeamCapacity | null>(null);
|
||||
export const revenueStore = writable<Revenue | null>(null);
|
||||
export const holidaysStore = writable<Holiday[]>([]);
|
||||
export const ptosStore = writable<PTO[]>([]);
|
||||
|
||||
export async function loadTeamCapacity(month: string): Promise<void> {
|
||||
try {
|
||||
const payload = await getTeamCapacity(month);
|
||||
teamCapacityStore.set(payload);
|
||||
} catch (error) {
|
||||
console.error('Failed to load team capacity', error);
|
||||
teamCapacityStore.set(null);
|
||||
}
|
||||
}
|
||||
|
||||
export async function loadRevenue(month: string): Promise<void> {
|
||||
try {
|
||||
const payload = await getPossibleRevenue(month);
|
||||
revenueStore.set(payload);
|
||||
} catch (error) {
|
||||
console.error('Failed to load revenue', error);
|
||||
revenueStore.set(null);
|
||||
}
|
||||
}
|
||||
|
||||
export async function loadHolidays(month: string): Promise<void> {
|
||||
try {
|
||||
const payload = await getHolidays(month);
|
||||
holidaysStore.set(payload);
|
||||
} catch (error) {
|
||||
console.error('Failed to load holidays', error);
|
||||
holidaysStore.set([]);
|
||||
}
|
||||
}
|
||||
|
||||
export async function loadPTOs(month: string, teamMemberId?: string): Promise<void> {
|
||||
if (!teamMemberId) {
|
||||
ptosStore.set([]);
|
||||
return;
|
||||
}
|
||||
|
||||
try {
|
||||
const payload = await getPTOs({ team_member_id: teamMemberId, month });
|
||||
ptosStore.set(payload);
|
||||
} catch (error) {
|
||||
console.error('Failed to load PTOs', error);
|
||||
ptosStore.set([]);
|
||||
}
|
||||
}
|
||||
72
frontend/src/lib/types/capacity.ts
Normal file
72
frontend/src/lib/types/capacity.ts
Normal file
@@ -0,0 +1,72 @@
|
||||
export interface Capacity {
|
||||
team_member_id: string;
|
||||
month: string;
|
||||
working_days: number;
|
||||
person_days: number;
|
||||
hours: number;
|
||||
details: CapacityDetail[];
|
||||
}
|
||||
|
||||
export interface CapacityDetail {
|
||||
date: string;
|
||||
day_of_week: number;
|
||||
is_weekend: boolean;
|
||||
is_holiday: boolean;
|
||||
holiday_name?: string;
|
||||
is_pto: boolean;
|
||||
availability: number;
|
||||
effective_hours: number;
|
||||
}
|
||||
|
||||
export interface TeamCapacity {
|
||||
month: string;
|
||||
total_person_days: number;
|
||||
total_hours: number;
|
||||
member_capacities: MemberCapacity[];
|
||||
}
|
||||
|
||||
export interface MemberCapacity {
|
||||
team_member_id: string;
|
||||
team_member_name: string;
|
||||
role: string;
|
||||
person_days: number;
|
||||
hours: number;
|
||||
hourly_rate: number;
|
||||
}
|
||||
|
||||
export interface Revenue {
|
||||
month: string;
|
||||
total_revenue: number;
|
||||
member_revenues: MemberRevenue[];
|
||||
}
|
||||
|
||||
export interface MemberRevenue {
|
||||
team_member_id: string;
|
||||
team_member_name: string;
|
||||
hours: number;
|
||||
hourly_rate: number;
|
||||
revenue: number;
|
||||
}
|
||||
|
||||
export interface Holiday {
|
||||
id: string;
|
||||
date: string;
|
||||
name: string;
|
||||
description?: string;
|
||||
}
|
||||
|
||||
export interface PTO {
|
||||
id: string;
|
||||
team_member_id: string;
|
||||
team_member_name: string;
|
||||
start_date: string;
|
||||
end_date: string;
|
||||
reason?: string;
|
||||
status: 'pending' | 'approved' | 'rejected';
|
||||
}
|
||||
|
||||
export interface TeamMemberAvailability {
|
||||
team_member_id: string;
|
||||
date: string;
|
||||
availability: 0 | 0.5 | 1;
|
||||
}
|
||||
162
frontend/src/routes/capacity/+page.svelte
Normal file
162
frontend/src/routes/capacity/+page.svelte
Normal file
@@ -0,0 +1,162 @@
|
||||
<script lang="ts">
|
||||
import { onMount } from 'svelte';
|
||||
import PageHeader from '$lib/components/layout/PageHeader.svelte';
|
||||
import MonthSelector from '$lib/components/layout/MonthSelector.svelte';
|
||||
import CapacityCalendar from '$lib/components/capacity/CapacityCalendar.svelte';
|
||||
import CapacitySummary from '$lib/components/capacity/CapacitySummary.svelte';
|
||||
import HolidayManager from '$lib/components/capacity/HolidayManager.svelte';
|
||||
import PTOManager from '$lib/components/capacity/PTOManager.svelte';
|
||||
import { teamMemberService } from '$lib/services/teamMemberService';
|
||||
import { selectedPeriod } from '$lib/stores/period';
|
||||
import {
|
||||
holidaysStore,
|
||||
loadHolidays,
|
||||
loadPTOs,
|
||||
loadRevenue,
|
||||
loadTeamCapacity,
|
||||
ptosStore,
|
||||
revenueStore,
|
||||
teamCapacityStore
|
||||
} from '$lib/stores/capacity';
|
||||
import { getIndividualCapacity } from '$lib/api/capacity';
|
||||
import type { Capacity } from '$lib/types/capacity';
|
||||
import type { TeamMember } from '$lib/services/teamMemberService';
|
||||
|
||||
type TabKey = 'calendar' | 'summary' | 'holidays' | 'pto';
|
||||
|
||||
const tabs: Array<{ id: TabKey; label: string }> = [
|
||||
{ id: 'calendar', label: 'Calendar' },
|
||||
{ id: 'summary', label: 'Summary' },
|
||||
{ id: 'holidays', label: 'Holidays' },
|
||||
{ id: 'pto', label: 'PTO' }
|
||||
];
|
||||
|
||||
let activeTab: TabKey = 'calendar';
|
||||
let teamMembers: TeamMember[] = [];
|
||||
let selectedMemberId = '';
|
||||
let individualCapacity: Capacity | null = null;
|
||||
let loadingIndividual = false;
|
||||
let calendarError: string | null = null;
|
||||
|
||||
onMount(async () => {
|
||||
await loadTeamMembers();
|
||||
});
|
||||
|
||||
async function loadTeamMembers() {
|
||||
try {
|
||||
teamMembers = await teamMemberService.getAll();
|
||||
if (!selectedMemberId && teamMembers.length) {
|
||||
selectedMemberId = teamMembers[0].id;
|
||||
}
|
||||
} catch (error) {
|
||||
console.error('Unable to load team members', error);
|
||||
}
|
||||
}
|
||||
|
||||
async function refreshIndividualCapacity(memberId: string, period: string) {
|
||||
if (
|
||||
individualCapacity &&
|
||||
individualCapacity.team_member_id === memberId &&
|
||||
individualCapacity.month === period
|
||||
) {
|
||||
return;
|
||||
}
|
||||
|
||||
loadingIndividual = true;
|
||||
calendarError = null;
|
||||
|
||||
try {
|
||||
individualCapacity = await getIndividualCapacity(period, memberId);
|
||||
} catch (error) {
|
||||
console.error('Failed to load capacity details', error);
|
||||
calendarError = 'Unable to load individual capacity data.';
|
||||
individualCapacity = null;
|
||||
} finally {
|
||||
loadingIndividual = false;
|
||||
}
|
||||
}
|
||||
|
||||
$: if ($selectedPeriod) {
|
||||
loadTeamCapacity($selectedPeriod);
|
||||
loadRevenue($selectedPeriod);
|
||||
loadHolidays($selectedPeriod);
|
||||
}
|
||||
|
||||
$: if ($selectedPeriod && selectedMemberId) {
|
||||
loadPTOs($selectedPeriod, selectedMemberId);
|
||||
refreshIndividualCapacity(selectedMemberId, $selectedPeriod);
|
||||
}
|
||||
</script>
|
||||
|
||||
<svelte:head>
|
||||
<title>Capacity Planning | Headroom</title>
|
||||
</svelte:head>
|
||||
|
||||
<section class="space-y-6">
|
||||
<PageHeader title="Capacity Planning" description="Understand availability and possible revenue">
|
||||
{#snippet children()}
|
||||
<MonthSelector />
|
||||
{/snippet}
|
||||
</PageHeader>
|
||||
|
||||
<div class="tabs" data-testid="capacity-tabs">
|
||||
{#each tabs as tab}
|
||||
<button
|
||||
class={`tab tab-lg ${tab.id === activeTab ? 'tab-active' : ''}`}
|
||||
type="button"
|
||||
on:click={() => (activeTab = tab.id)}
|
||||
>
|
||||
{tab.label}
|
||||
</button>
|
||||
{/each}
|
||||
</div>
|
||||
|
||||
<div class="rounded-2xl border border-base-200 bg-base-100 p-6 shadow-sm">
|
||||
{#if activeTab === 'calendar'}
|
||||
<div class="space-y-4">
|
||||
<div class="flex flex-wrap items-center gap-3">
|
||||
<label class="text-sm font-semibold">Team member</label>
|
||||
<select
|
||||
class="select select-sm"
|
||||
bind:value={selectedMemberId}
|
||||
aria-label="Select team member"
|
||||
>
|
||||
{#each teamMembers as member}
|
||||
<option value={member.id}>{member.name}</option>
|
||||
{/each}
|
||||
</select>
|
||||
</div>
|
||||
|
||||
{#if calendarError}
|
||||
<div class="alert alert-error text-sm">{calendarError}</div>
|
||||
{/if}
|
||||
|
||||
{#if !selectedMemberId}
|
||||
<p class="text-sm text-base-content/60">Select a team member to view the calendar.</p>
|
||||
{:else if loadingIndividual}
|
||||
<div class="flex items-center gap-2 text-sm text-base-content/60">
|
||||
<span class="loading loading-spinner loading-sm"></span>
|
||||
Loading capacity details...
|
||||
</div>
|
||||
{:else}
|
||||
<CapacityCalendar
|
||||
month={$selectedPeriod}
|
||||
capacity={individualCapacity}
|
||||
holidays={$holidaysStore}
|
||||
ptos={$ptosStore}
|
||||
/>
|
||||
{/if}
|
||||
</div>
|
||||
{:else if activeTab === 'summary'}
|
||||
<CapacitySummary
|
||||
teamCapacity={$teamCapacityStore}
|
||||
revenue={$revenueStore}
|
||||
{teamMembers}
|
||||
/>
|
||||
{:else if activeTab === 'holidays'}
|
||||
<HolidayManager month={$selectedPeriod} holidays={$holidaysStore} />
|
||||
{:else}
|
||||
<PTOManager {teamMembers} month={$selectedPeriod} />
|
||||
{/if}
|
||||
</div>
|
||||
</section>
|
||||
Reference in New Issue
Block a user