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jason
2026-03-17 21:04:33 -05:00
parent cdbd54b8cc
commit c06cb66893
7 changed files with 276 additions and 6 deletions
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2
CHANGELOG.md
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@@ -6,7 +6,7 @@ This file is the running release and change log for CODEXIUM. Keep it updated wh
### Added
- Project cockpit section on project detail pages for commercial, supply, execution, delivery, purchasing, readiness-risk, and project cost snapshot rollups
- Project cockpit section on project detail pages for commercial, supply, execution, delivery, purchasing, readiness-risk, and project cost snapshot rollups, plus direct launch paths into prefilled work-order and purchase-order follow-through and a chronological project activity timeline
- Project milestones with status, due dates, notes, and edit-time sequencing inside the project workflow
- Project-side milestone and work-order rollups surfaced on project list and detail pages
- Inventory SKU master builder with family-level sequence codes, branch-aware taxonomy management, and generated SKU previews on the item form

2
README.md
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@@ -91,7 +91,7 @@ Navigation direction:
## Projects Direction
Projects are now the long-running program and delivery layer for cross-module execution. The current slice ships project records with customer linkage, owner assignment, priority, due dates, milestones, project-side milestone/work-order rollups, cockpit-style commercial/supply/execution/delivery/purchasing visibility, readiness-risk scoring, a cost snapshot from linked purchasing and manufacturing data, notes, commercial document links, shipment links, attachments, and dashboard visibility.
Projects are now the long-running program and delivery layer for cross-module execution. The current slice ships project records with customer linkage, owner assignment, priority, due dates, milestones, project-side milestone/work-order rollups, cockpit-style commercial/supply/execution/delivery/purchasing visibility, readiness-risk scoring, a cost snapshot from linked purchasing and manufacturing data, direct launch paths into prefilled purchasing/manufacturing follow-through, an activity timeline across linked execution records, notes, commercial document links, shipment links, attachments, and dashboard visibility.
Current interactions:

2
SHIPPED.md
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@@ -34,7 +34,7 @@ This file tracks roadmap phases, slices, and major foundations that have already
- Logistics attachments directly on shipment records
- Projects foundation with customer, quote, sales-order, shipment, owner, due-date, notes, and attachment linkage
- Project milestones and project-side milestone/work-order rollups
- Project cockpit section on detail pages for commercial, supply, execution, delivery, purchasing, readiness-risk, and cost-snapshot visibility
- Project cockpit section on detail pages for commercial, supply, execution, delivery, purchasing, readiness-risk, and cost-snapshot visibility, with direct launch paths into prefilled project work orders and demand-linked purchase orders plus a project activity timeline
- Project list/detail/create/edit workflows and dashboard program widgets
- Manufacturing foundation with work orders, project linkage, material issue posting, completion posting, and work-order attachments
- Manufacturing stations, item routing templates, and automatic work-order operation planning for gantt scheduling

86
client/src/modules/projects/ProjectDetailPage.tsx
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@@ -95,6 +95,8 @@ export function ProjectDetailPage() {
const materialExceptionItems = planning
? planning.items.filter((item) => item.uncoveredQuantity > 0 || item.recommendedBuildQuantity > 0 || item.recommendedPurchaseQuantity > 0).slice(0, 5)
: [];
const topBuildRecommendation = planning?.items.find((item) => item.recommendedBuildQuantity > 0) ?? null;
const topPurchaseRecommendation = planning?.items.find((item) => item.recommendedPurchaseQuantity > 0) ?? null;
const completionPercent = project.rollups.milestoneCount > 0
? Math.round((project.rollups.completedMilestoneCount / project.rollups.milestoneCount) * 100)
: 0;
@@ -180,6 +182,62 @@ export function ProjectDetailPage() {
</div>
</section>
<section className="grid gap-3 xl:grid-cols-[minmax(0,1.15fr)_minmax(320px,0.85fr)]">
<article className="rounded-[20px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
<div className="flex items-center justify-between gap-3">
<div>
<p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Actionable Cockpit</p>
<p className="mt-2 text-sm text-muted">Turn current exceptions into purchasing, manufacturing, and planning follow-through.</p>
</div>
<Link to="/planning/gantt" className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text">
Open gantt
</Link>
</div>
<div className="mt-5 grid gap-3 xl:grid-cols-2">
<div className="rounded-[18px] border border-line/70 bg-page/60 p-3">
<p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Build Follow-Through</p>
<div className="mt-2 text-base font-bold text-text">{topBuildRecommendation ? topBuildRecommendation.itemSku : "No build recommendation"}</div>
<div className="mt-1 text-xs text-muted">
{topBuildRecommendation ? `Recommended build qty ${topBuildRecommendation.recommendedBuildQuantity}` : "Planning does not currently recommend a new build."}
</div>
{topBuildRecommendation && project.salesOrderId ? (
<Link
to={`/manufacturing/work-orders/new?projectId=${project.id}&itemId=${topBuildRecommendation.itemId}&salesOrderId=${project.salesOrderId}&quantity=${topBuildRecommendation.recommendedBuildQuantity}&notes=${encodeURIComponent(`Project cockpit launch from ${project.projectNumber}`)}`}
className="mt-4 inline-flex items-center justify-center rounded-2xl bg-brand px-2 py-2 text-sm font-semibold text-white"
>
Launch work order
</Link>
) : null}
</div>
<div className="rounded-[18px] border border-line/70 bg-page/60 p-3">
<p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Buy Follow-Through</p>
<div className="mt-2 text-base font-bold text-text">{topPurchaseRecommendation ? topPurchaseRecommendation.itemSku : "No buy recommendation"}</div>
<div className="mt-1 text-xs text-muted">
{topPurchaseRecommendation ? `Recommended buy qty ${topPurchaseRecommendation.recommendedPurchaseQuantity}` : "Planning does not currently recommend a new purchase."}
</div>
{topPurchaseRecommendation && project.salesOrderId ? (
<Link
to={`/purchasing/orders/new?planningOrderId=${project.salesOrderId}&itemId=${topPurchaseRecommendation.itemId}`}
className="mt-4 inline-flex items-center justify-center rounded-2xl bg-brand px-2 py-2 text-sm font-semibold text-white"
>
Launch purchase order
</Link>
) : null}
</div>
</div>
<div className="mt-4 flex flex-wrap gap-3">
<Link to={`/manufacturing/work-orders/new?projectId=${project.id}`} className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text">
New project work order
</Link>
{project.salesOrderId ? (
<Link to={`/sales/orders/${project.salesOrderId}`} className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text">
Open sales order
</Link>
) : null}
<Link to="/purchasing/orders" className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text">
Review purchasing
</Link>
</div>
</article>
<article className="rounded-[20px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
<div className="flex items-center justify-between gap-3"><div><p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Linked Purchasing</p><p className="mt-2 text-sm text-muted">Purchase orders and receipts tied back to the project sales order.</p></div>{project.salesOrderId ? <Link to="/purchasing/orders" className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text">Open purchasing</Link> : null}</div>
{project.cockpit.purchasing.purchaseOrders.length === 0 ? <div className="mt-6 rounded-[18px] border border-dashed border-line/70 bg-page/60 px-4 py-8 text-center text-sm text-muted">No linked purchase orders are tied to this project yet.</div> : <div className="mt-6 space-y-3">{project.cockpit.purchasing.purchaseOrders.slice(0, 5).map((purchaseOrder) => (<Link key={purchaseOrder.id} to={`/purchasing/orders/${purchaseOrder.id}`} className="block rounded-[18px] border border-line/70 bg-page/60 p-3 transition hover:bg-page/80"><div className="flex flex-wrap items-start justify-between gap-3"><div><div className="font-semibold text-text">{purchaseOrder.documentNumber}</div><div className="mt-1 text-xs text-muted">{purchaseOrder.vendorName} - {purchaseOrder.status.replaceAll("_", " ")}</div></div><div className="text-right text-xs text-muted"><div>${purchaseOrder.linkedLineValue.toFixed(2)} linked value</div><div>{purchaseOrder.totalReceivedQuantity}/{purchaseOrder.totalOrderedQuantity} received</div></div></div></Link>))}</div>}
@@ -256,6 +314,34 @@ export function ProjectDetailPage() {
</div>
{workOrders.length === 0 ? <div className="mt-6 rounded-[18px] border border-dashed border-line/70 bg-page/60 px-4 py-8 text-center text-sm text-muted">No work orders are linked to this project yet.</div> : <div className="mt-6 space-y-3">{workOrders.map((workOrder) => (<Link key={workOrder.id} to={`/manufacturing/work-orders/${workOrder.id}`} className="block rounded-[18px] border border-line/70 bg-page/60 p-3 transition hover:bg-page/80"><div className="flex flex-wrap items-center justify-between gap-3"><div><div className="font-semibold text-text">{workOrder.workOrderNumber}</div><div className="mt-1 text-xs text-muted">{workOrder.itemSku} - {workOrder.completedQuantity}/{workOrder.quantity} complete</div></div><div className="text-sm font-semibold text-text">{workOrder.status.replace("_", " ")}</div></div></Link>))}</div>}
</section>
<section className="rounded-[20px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
<div className="flex items-center justify-between gap-3">
<div><p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Activity Timeline</p><p className="mt-2 text-sm text-muted">Chronological project, milestone, purchasing, manufacturing, sales, and shipping history.</p></div>
</div>
{project.timeline.length === 0 ? (
<div className="mt-6 rounded-[18px] border border-dashed border-line/70 bg-page/60 px-4 py-8 text-center text-sm text-muted">No timeline activity is available for this project yet.</div>
) : (
<div className="mt-6 space-y-3">
{project.timeline.map((entry) => (
<div key={entry.id} className="rounded-[18px] border border-line/70 bg-page/60 p-3">
<div className="flex flex-wrap items-start justify-between gap-3">
<div className="min-w-0">
<div className="text-xs font-semibold uppercase tracking-[0.16em] text-muted">{entry.sourceType}</div>
<div className="mt-1 font-semibold text-text">
{entry.href ? <Link to={entry.href} className="hover:text-brand">{entry.title}</Link> : entry.title}
</div>
<div className="mt-1 text-sm text-muted">{entry.detail}</div>
</div>
<div className="text-right text-xs text-muted">
<div>{new Date(entry.createdAt).toLocaleString()}</div>
<div>{entry.actorName || "System"}</div>
</div>
</div>
</div>
))}
</div>
)}
</section>
<FileAttachmentsPanel ownerType="PROJECT" ownerId={project.id} eyebrow="Project Documents" title="Program file hub" description="Store drawings, revision references, correspondence, and support files directly on the project record." emptyMessage="No project files have been uploaded yet." />
<div className="rounded-2xl border border-line/70 bg-page/60 px-2 py-2 text-sm text-muted">{status}</div>
</section>

1
fabdash Submodule

Submodule fabdash added at fe4d8b120c

178
server/src/modules/projects/service.ts
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@@ -4,6 +4,7 @@ import type {
ProjectCockpitReceiptDto,
ProjectCockpitRiskLevel,
ProjectCockpitVendorDto,
ProjectTimelineEntryDto,
ProjectCustomerOptionDto,
ProjectDetailDto,
ProjectDocumentOptionDto,
@@ -156,6 +157,19 @@ type ProjectCostWorkOrderRecord = {
}>;
};
type ProjectAuditEventRecord = {
id: string;
entityType: string;
entityId: string | null;
action: string;
summary: string;
createdAt: Date;
actor: {
firstName: string;
lastName: string;
} | null;
};
function roundMoney(value: number) {
return Math.round(value * 100) / 100;
}
@@ -223,6 +237,160 @@ function deriveProjectRiskLevel(score: number): ProjectCockpitRiskLevel {
return "HIGH";
}
function getActorName(actor: { firstName: string; lastName: string } | null) {
return actor ? `${actor.firstName} ${actor.lastName}`.trim() : null;
}
async function buildProjectTimeline(record: ProjectRecord): Promise<ProjectTimelineEntryDto[]> {
const relatedEntityFilters = [
{ entityType: "project", entityId: record.id },
...(record.salesQuote ? [{ entityType: "sales-quote", entityId: record.salesQuote.id }] : []),
...(record.salesOrder ? [{ entityType: "sales-order", entityId: record.salesOrder.id }] : []),
...(record.shipment ? [{ entityType: "shipment", entityId: record.shipment.id }] : []),
...record.workOrders.map((workOrder) => ({ entityType: "work-order", entityId: workOrder.id })),
];
const [auditEvents, purchaseOrders] = await Promise.all([
prisma.auditEvent.findMany({
where: {
OR: relatedEntityFilters,
},
include: {
actor: {
select: {
firstName: true,
lastName: true,
},
},
},
orderBy: [{ createdAt: "desc" }],
take: 30,
}),
record.salesOrder
? prisma.purchaseOrder.findMany({
where: {
lines: {
some: {
salesOrderId: record.salesOrder.id,
},
},
},
select: {
id: true,
documentNumber: true,
createdAt: true,
receipts: {
select: {
id: true,
receiptNumber: true,
receivedAt: true,
createdBy: {
select: {
firstName: true,
lastName: true,
},
},
},
orderBy: [{ receivedAt: "desc" }],
},
},
})
: Promise.resolve([]),
]);
const timeline: ProjectTimelineEntryDto[] = [];
for (const milestone of record.milestones) {
timeline.push({
id: `milestone-${milestone.id}-created`,
sourceType: "MILESTONE",
title: `Milestone planned: ${milestone.title}`,
detail: milestone.dueDate ? `Due ${milestone.dueDate.toLocaleDateString()}` : "No due date assigned",
createdAt: milestone.dueDate?.toISOString() ?? new Date(0).toISOString(),
actorName: null,
href: null,
});
if (milestone.completedAt) {
timeline.push({
id: `milestone-${milestone.id}-completed`,
sourceType: "MILESTONE",
title: `Milestone completed: ${milestone.title}`,
detail: "Checkpoint marked complete.",
createdAt: milestone.completedAt.toISOString(),
actorName: null,
href: null,
});
}
}
for (const auditEvent of auditEvents as ProjectAuditEventRecord[]) {
let sourceType: ProjectTimelineEntryDto["sourceType"] = "PROJECT";
let href: string | null = null;
if (auditEvent.entityType === "sales-quote" || auditEvent.entityType === "sales-order") {
sourceType = "SALES";
href = auditEvent.entityType === "sales-quote" ? `/sales/quotes/${auditEvent.entityId}` : `/sales/orders/${auditEvent.entityId}`;
} else if (auditEvent.entityType === "shipment") {
sourceType = "SHIPPING";
href = `/shipping/shipments/${auditEvent.entityId}`;
} else if (auditEvent.entityType === "work-order") {
sourceType = "MANUFACTURING";
href = `/manufacturing/work-orders/${auditEvent.entityId}`;
}
timeline.push({
id: `audit-${auditEvent.id}`,
sourceType,
title: auditEvent.summary,
detail: `${auditEvent.entityType} · ${auditEvent.action}`.replaceAll("-", " "),
createdAt: auditEvent.createdAt.toISOString(),
actorName: getActorName(auditEvent.actor),
href,
});
}
for (const purchaseOrder of purchaseOrders as Array<{
id: string;
documentNumber: string;
createdAt: Date;
receipts: Array<{
id: string;
receiptNumber: string;
receivedAt: Date;
createdBy: {
firstName: string;
lastName: string;
} | null;
}>;
}>) {
timeline.push({
id: `purchase-order-${purchaseOrder.id}`,
sourceType: "PURCHASING",
title: `Linked purchase order ${purchaseOrder.documentNumber}`,
detail: "Project demand is now covered by purchasing.",
createdAt: purchaseOrder.createdAt.toISOString(),
actorName: null,
href: `/purchasing/orders/${purchaseOrder.id}`,
});
for (const receipt of purchaseOrder.receipts) {
timeline.push({
id: `receipt-${receipt.id}`,
sourceType: "PURCHASING",
title: `Receipt posted: ${receipt.receiptNumber}`,
detail: `Received against ${purchaseOrder.documentNumber}.`,
createdAt: receipt.receivedAt.toISOString(),
actorName: getActorName(receipt.createdBy),
href: `/purchasing/orders/${purchaseOrder.id}`,
});
}
}
return timeline
.sort((left, right) => new Date(right.createdAt).getTime() - new Date(left.createdAt).getTime())
.slice(0, 20);
}
async function buildProjectCockpit(record: ProjectRecord, rollups: ProjectRollupDto): Promise<ProjectCockpitDto> {
const blockedMilestoneCount = record.milestones.filter((milestone) => milestone.status === "BLOCKED").length;
@@ -594,7 +762,7 @@ function mapProjectSummary(record: ProjectRecord): ProjectSummaryDto {
};
}
function mapProjectDetail(record: ProjectRecord, cockpit: ProjectCockpitDto): ProjectDetailDto {
function mapProjectDetail(record: ProjectRecord, cockpit: ProjectCockpitDto, timeline: ProjectTimelineEntryDto[]): ProjectDetailDto {
return {
...mapProjectSummary(record),
notes: record.notes,
@@ -609,6 +777,7 @@ function mapProjectDetail(record: ProjectRecord, cockpit: ProjectCockpitDto): Pr
customerPhone: record.customer.phone,
milestones: record.milestones.map(mapProjectMilestone),
cockpit,
timeline,
};
}
@@ -980,8 +1149,11 @@ export async function getProjectById(projectId: string) {
}
const mappedProject = project as ProjectRecord;
const cockpit = await buildProjectCockpit(mappedProject, buildProjectRollups(mappedProject));
return mapProjectDetail(mappedProject, cockpit);
const [cockpit, timeline] = await Promise.all([
buildProjectCockpit(mappedProject, buildProjectRollups(mappedProject)),
buildProjectTimeline(mappedProject),
]);
return mapProjectDetail(mappedProject, cockpit, timeline);
}
export async function createProject(payload: ProjectInput, actorId?: string | null) {

11
shared/src/projects/types.ts
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@@ -170,6 +170,16 @@ export interface ProjectCockpitDto {
risk: ProjectCockpitRiskDto;
}
export interface ProjectTimelineEntryDto {
id: string;
sourceType: "PROJECT" | "MILESTONE" | "SALES" | "PURCHASING" | "MANUFACTURING" | "SHIPPING";
title: string;
detail: string;
createdAt: string;
actorName: string | null;
href: string | null;
}
export interface ProjectMilestoneInput {
id?: string | null;
title: string;
@@ -192,6 +202,7 @@ export interface ProjectDetailDto extends ProjectSummaryDto {
customerPhone: string;
milestones: ProjectMilestoneDto[];
cockpit: ProjectCockpitDto;
timeline: ProjectTimelineEntryDto[];
}
export interface ProjectInput {