Add AI cost insights dashboard; rota-informed forecast method
AI Insights: a daily Claude-generated wage cost briefing covering month-to-date pace vs budget, prior-month/prior-year comparison, rota-vs-actual variance by department, a rota-informed forecast to month-end, employee-level anomalies, and wage cost as a % of revenue. Runs on a configurable daily schedule or on demand, gated by a manual 5-minute rate limit and a daily token budget. Uses the Anthropic key configured centrally in Portal → Settings → Integrations. Also includes the rota-vs-repeat-pattern forecast method (published/ draft rota tiers with same-weekday fallback) already built into the Weekly/Monthly views, and adds a .gitignore for node_modules/dist. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
This commit is contained in:
parent
11e5a2b78a
commit
95da5ea237
26 changed files with 8914 additions and 78 deletions
5
.gitignore
vendored
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.gitignore
vendored
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@ -0,0 +1,5 @@
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node_modules/
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dist/
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.env
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.env.local
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.DS_Store
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1134
backend/package-lock.json
generated
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1134
backend/package-lock.json
generated
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@ -7,6 +7,7 @@
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"dev": "node --watch src/index.js"
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},
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"dependencies": {
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"@anthropic-ai/sdk": "^0.32.1",
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"@fastify/cookie": "^9.4.0",
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"@fastify/cors": "^9.0.1",
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"fastify": "^4.28.1",
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@ -26,14 +26,17 @@ export async function initDb() {
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CREATE INDEX IF NOT EXISTS wage_actuals_date_idx ON wage_actuals(date);
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CREATE TABLE IF NOT EXISTS wage_scheduled (
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id SERIAL PRIMARY KEY,
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date DATE NOT NULL,
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department_id TEXT NOT NULL,
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department_name TEXT NOT NULL,
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base_cost DECIMAL(10,2) NOT NULL DEFAULT 0,
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total_cost DECIMAL(10,2) NOT NULL DEFAULT 0,
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shift_count INTEGER NOT NULL DEFAULT 0,
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cached_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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id SERIAL PRIMARY KEY,
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date DATE NOT NULL,
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department_id TEXT NOT NULL,
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department_name TEXT NOT NULL,
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published_base_cost DECIMAL(10,2) NOT NULL DEFAULT 0,
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published_total_cost DECIMAL(10,2) NOT NULL DEFAULT 0,
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published_shift_count INTEGER NOT NULL DEFAULT 0,
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unpublished_base_cost DECIMAL(10,2) NOT NULL DEFAULT 0,
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unpublished_total_cost DECIMAL(10,2) NOT NULL DEFAULT 0,
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unpublished_shift_count INTEGER NOT NULL DEFAULT 0,
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cached_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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UNIQUE(date, department_id)
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);
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CREATE INDEX IF NOT EXISTS wage_scheduled_date_idx ON wage_scheduled(date);
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@ -57,16 +60,58 @@ export async function initDb() {
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value TEXT NOT NULL DEFAULT '',
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updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
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);
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CREATE TABLE IF NOT EXISTS ai_insights (
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id SERIAL PRIMARY KEY,
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generated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
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insight_type TEXT NOT NULL DEFAULT 'daily_summary',
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content TEXT NOT NULL,
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model TEXT,
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input_tokens INTEGER,
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output_tokens INTEGER,
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data_snapshot JSONB,
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triggered_by TEXT NOT NULL DEFAULT 'scheduler'
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);
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CREATE INDEX IF NOT EXISTS ai_insights_generated_idx ON ai_insights(generated_at DESC);
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`)
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// One-time migration for pre-existing wage_scheduled tables: split the old combined
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// base_cost/total_cost/shift_count into published/unpublished columns. wage_scheduled
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// is a rolling 14-day cache repopulated by runRollingSync() within an hour of startup,
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// so truncating it is safe — no fuzzy backfill of the old combined costs needed.
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const oldCol = await pool.query(`
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SELECT 1 FROM information_schema.columns
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WHERE table_name = 'wage_scheduled' AND column_name = 'base_cost'
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`)
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if (oldCol.rows.length > 0) {
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await pool.query(`TRUNCATE wage_scheduled`)
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await pool.query(`
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ALTER TABLE wage_scheduled
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ADD COLUMN IF NOT EXISTS published_base_cost DECIMAL(10,2) NOT NULL DEFAULT 0,
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ADD COLUMN IF NOT EXISTS published_total_cost DECIMAL(10,2) NOT NULL DEFAULT 0,
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ADD COLUMN IF NOT EXISTS published_shift_count INTEGER NOT NULL DEFAULT 0,
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ADD COLUMN IF NOT EXISTS unpublished_base_cost DECIMAL(10,2) NOT NULL DEFAULT 0,
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ADD COLUMN IF NOT EXISTS unpublished_total_cost DECIMAL(10,2) NOT NULL DEFAULT 0,
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ADD COLUMN IF NOT EXISTS unpublished_shift_count INTEGER NOT NULL DEFAULT 0,
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DROP COLUMN base_cost,
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DROP COLUMN total_cost,
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DROP COLUMN shift_count
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`)
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}
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await pool.query(`
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INSERT INTO wages_config (key, value) VALUES
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('forecasting_url', ''),
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('forecasting_api_key', ''),
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('show_oncosts', 'true'),
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('departments', ''),
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('forecast_method', 'repeat'),
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('sync_last_at', ''),
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('backfill_last_at', '')
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('backfill_last_at', ''),
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('ai_insights_enabled', 'false'),
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('ai_insights_model', 'claude-haiku-4-5-20251001'),
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('ai_insights_schedule_time', '07:15'),
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('ai_insights_daily_token_budget', '5000')
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ON CONFLICT (key) DO NOTHING
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`)
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}
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@ -9,6 +9,7 @@ import { budgetsRoutes } from './routes/budgets.js'
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import { exportRoutes } from './routes/export.js'
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import { syncRoutes } from './routes/sync.js'
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import { settingsRoutes } from './routes/settings.js'
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import { aiInsightsRoutes } from './routes/ai-insights.js'
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import { startScheduler } from './lib/scheduler.js'
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const app = Fastify({ logger: true, trustProxy: true })
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@ -29,6 +30,7 @@ await app.register(budgetsRoutes)
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await app.register(exportRoutes)
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await app.register(syncRoutes)
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await app.register(settingsRoutes)
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await app.register(aiInsightsRoutes)
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try {
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await initDb()
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485
backend/src/jobs/ai-insights.js
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backend/src/jobs/ai-insights.js
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import Anthropic from '@anthropic-ai/sdk'
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import { pool, getConfig } from '../db.js'
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import { getAnthropicApiKey } from '../lib/central-settings.js'
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import { fcFetch } from '../lib/forecasting-client.js'
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import { forecastDayCost } from '../lib/forecast.js'
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export const DEFAULT_MODEL = 'claude-haiku-4-5-20251001'
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export const DEFAULT_DAILY_TOKEN_BUDGET = 5000
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const MAX_OUTPUT_TOKENS = 600
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export const MANUAL_RATE_LIMIT_MINUTES = 5
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function toISODate(d) {
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return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`
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}
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function fmtDateUK(isoDate) {
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const [y, m, d] = String(isoDate).split('-')
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return `${d}/${m}/${y}`
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}
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function fmtMoney(n) {
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return n == null ? '-' : `£${Number(n).toLocaleString('en-GB', { maximumFractionDigits: 0 })}`
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}
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function fmtPct(n) {
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return n == null ? '-' : `${(n * 100).toFixed(0)}%`
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}
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async function getCostCol() {
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const showOncosts = (await getConfig('show_oncosts')) !== 'false'
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return showOncosts ? 'total_cost' : 'base_cost'
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}
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export async function getAiInsightsConfig() {
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const [enabled, model, scheduleTime, dailyTokenBudget] = await Promise.all([
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getConfig('ai_insights_enabled'),
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getConfig('ai_insights_model'),
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getConfig('ai_insights_schedule_time'),
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getConfig('ai_insights_daily_token_budget'),
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])
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return {
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enabled: enabled === 'true',
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model: model || DEFAULT_MODEL,
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scheduleTime: scheduleTime || '07:15',
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dailyTokenBudget: parseInt(dailyTokenBudget, 10) || DEFAULT_DAILY_TOKEN_BUDGET,
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}
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}
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export async function checkDailyBudget(budgetTokens) {
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const res = await pool.query(
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`SELECT COALESCE(SUM(input_tokens + output_tokens), 0) AS total
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FROM ai_insights WHERE generated_at >= CURRENT_DATE`
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)
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const usedToday = parseInt(res.rows[0].total, 10)
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return { withinBudget: usedToday < budgetTokens, usedToday }
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}
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// Month-to-date total wages cost (company-wide) vs the total month budget.
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// No per-department budget split — that split is a rough estimate and skews comparisons.
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export async function gatherMonthProgressData() {
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const costCol = await getCostCol()
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const today = new Date()
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const monthStart = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-01`
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const yesterdayStr = toISODate(new Date(today.getTime() - 86_400_000))
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const daysInMonth = new Date(today.getFullYear(), today.getMonth() + 1, 0).getDate()
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const daysElapsed = Math.max(0, today.getDate() - 1)
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const [actualRes, budgetRes] = await Promise.all([
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pool.query(
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`SELECT COALESCE(SUM(${costCol}), 0) AS mtd_cost
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FROM wage_actuals WHERE date >= $1 AND date <= $2`,
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[monthStart, yesterdayStr]
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),
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pool.query(`SELECT budget_amount FROM wage_budgets WHERE month = $1`, [monthStart]),
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])
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const mtdCost = parseFloat(actualRes.rows[0].mtd_cost)
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const budgetAmount = budgetRes.rows[0] ? parseFloat(budgetRes.rows[0].budget_amount) : null
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return {
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monthStart,
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monthLabel: monthStart.slice(0, 7),
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yesterdayStr,
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daysElapsed,
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daysInMonth,
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pctMonthElapsed: daysElapsed / daysInMonth,
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mtdCost,
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budgetAmount,
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pctBudgetUsed: budgetAmount ? mtdCost / budgetAmount : null,
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}
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}
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// Full previous month and full same-month-last-year totals (complete datasets, not
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// sliced to a matching to-date range) — the model draws its own pace comparison.
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export async function gatherPriorPeriodData() {
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const costCol = await getCostCol()
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const today = new Date()
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const prevMonthStart = toISODate(new Date(today.getFullYear(), today.getMonth() - 1, 1))
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const prevMonthEnd = toISODate(new Date(today.getFullYear(), today.getMonth(), 0))
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const lastYearStart = toISODate(new Date(today.getFullYear() - 1, today.getMonth(), 1))
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const lastYearEnd = toISODate(new Date(today.getFullYear() - 1, today.getMonth() + 1, 0))
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const shapeDepts = rows => rows.map(r => ({
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department_id: r.department_id,
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department_name: r.department_name,
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cost: parseFloat(r.cost),
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}))
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const deptQuery = (from, to) => pool.query(
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`SELECT department_id, department_name, SUM(${costCol}) AS cost
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FROM wage_actuals WHERE date >= $1 AND date <= $2
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GROUP BY department_id, department_name ORDER BY SUM(${costCol}) DESC`,
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[from, to]
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)
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const [prevMonthRes, lastYearRes] = await Promise.all([
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deptQuery(prevMonthStart, prevMonthEnd),
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deptQuery(lastYearStart, lastYearEnd),
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])
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const prevMonthDepts = shapeDepts(prevMonthRes.rows)
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const lastYearDepts = shapeDepts(lastYearRes.rows)
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return {
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prevMonthLabel: prevMonthStart.slice(0, 7),
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prevMonthTotal: prevMonthDepts.reduce((s, d) => s + d.cost, 0),
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prevMonthDepts,
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lastYearLabel: lastYearStart.slice(0, 7),
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lastYearTotal: lastYearDepts.reduce((s, d) => s + d.cost, 0),
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lastYearDepts,
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}
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}
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// Department-level variance between scheduled (rota) and actual cost, over the trailing
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// window. Rota rows for past dates aren't deleted once synced, so this covers real history.
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export async function gatherRotaVsActualData(days = 28) {
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const showOncosts = (await getConfig('show_oncosts')) !== 'false'
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const actualCostCol = showOncosts ? 'total_cost' : 'base_cost'
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const schedCostExpr = showOncosts
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? '(published_total_cost + unpublished_total_cost)'
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: '(published_base_cost + unpublished_base_cost)'
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const today = new Date()
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const fromStr = toISODate(new Date(today.getTime() - days * 86_400_000))
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const toStr = toISODate(new Date(today.getTime() - 86_400_000))
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const [actualRes, schedRes] = await Promise.all([
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pool.query(
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`SELECT date, department_id, department_name, ${actualCostCol} AS cost
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FROM wage_actuals WHERE date >= $1 AND date <= $2`,
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[fromStr, toStr]
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),
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pool.query(
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`SELECT date, department_id, ${schedCostExpr} AS cost
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FROM wage_scheduled WHERE date >= $1 AND date <= $2`,
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[fromStr, toStr]
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),
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])
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const schedMap = {}
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for (const r of schedRes.rows) {
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schedMap[`${r.date.toISOString().slice(0, 10)}:${r.department_id}`] = parseFloat(r.cost)
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}
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const byDept = {}
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for (const r of actualRes.rows) {
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const dateStr = r.date.toISOString().slice(0, 10)
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const dep = r.department_id
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byDept[dep] ??= { department_id: dep, department_name: r.department_name, actualTotal: 0, schedTotal: 0, daysWithRota: 0 }
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const actualCost = parseFloat(r.cost)
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const schedCost = schedMap[`${dateStr}:${dep}`]
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byDept[dep].actualTotal += actualCost
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if (schedCost != null) {
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byDept[dep].schedTotal += schedCost
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byDept[dep].daysWithRota++
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}
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}
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const depts = Object.values(byDept)
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.map(d => ({
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...d,
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variance: d.actualTotal - d.schedTotal,
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variancePct: d.schedTotal > 0 ? (d.actualTotal - d.schedTotal) / d.schedTotal : null,
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}))
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.sort((a, b) => Math.abs(b.variance) - Math.abs(a.variance))
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return { fromStr, toStr, depts }
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}
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// Forward-looking projection — reuses the app's existing tiered forecastDayCost() logic
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// and the forecast_method setting already used by the Monthly/Weekly pages, so this never
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// disagrees with what those pages show. Not related to forecasting app's revenue model.
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export async function gatherForecastData(monthProgress) {
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const showOncosts = (await getConfig('show_oncosts')) !== 'false'
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const forecastMethodRaw = await getConfig('forecast_method')
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const forecastMethod = forecastMethodRaw === 'rota' ? 'rota' : 'repeat'
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const today = new Date()
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const todayStr = toISODate(today)
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const monthEndDate = new Date(today.getFullYear(), today.getMonth() + 1, 0)
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const monthEndStr = toISODate(monthEndDate)
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const actualsFrom = toISODate(new Date(today.getTime() - 42 * 86_400_000))
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const [actualRes, schedRes] = await Promise.all([
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pool.query(
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`SELECT date, department_id, department_name, ${showOncosts ? 'total_cost' : 'base_cost'} AS cost
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FROM wage_actuals WHERE date >= $1 AND date < $2`,
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[actualsFrom, todayStr]
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),
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pool.query(
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`SELECT date, department_id, department_name,
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published_base_cost, published_total_cost, published_shift_count,
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unpublished_base_cost, unpublished_total_cost, unpublished_shift_count
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FROM wage_scheduled WHERE date >= $1 AND date <= $2`,
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[todayStr, monthEndStr]
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),
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])
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const deptNames = {}
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const actualByDept = {}
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for (const r of actualRes.rows) {
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const dep = r.department_id
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deptNames[dep] = r.department_name
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actualByDept[dep] ??= {}
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actualByDept[dep][r.date.toISOString().slice(0, 10)] = { cost: parseFloat(r.cost) }
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}
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const schedByDept = {}
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for (const r of schedRes.rows) {
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const dep = r.department_id
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deptNames[dep] = r.department_name
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schedByDept[dep] ??= {}
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schedByDept[dep][r.date.toISOString().slice(0, 10)] = {
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published_cost: parseFloat(showOncosts ? r.published_total_cost : r.published_base_cost),
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unpublished_cost: parseFloat(showOncosts ? r.unpublished_total_cost : r.unpublished_base_cost),
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published_shift_count: r.published_shift_count,
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unpublished_shift_count: r.unpublished_shift_count,
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}
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}
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const remainingDays = []
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for (let d = new Date(today); d <= monthEndDate; d.setDate(d.getDate() + 1)) {
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remainingDays.push(toISODate(d))
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}
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let remainingTotal = 0
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const byDept = []
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for (const dep of Object.keys(deptNames)) {
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const schedDep = forecastMethod === 'rota' ? schedByDept[dep] : undefined
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let depRemaining = 0
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for (const dateStr of remainingDays) {
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depRemaining += forecastDayCost(dateStr, actualByDept[dep], schedDep, false).cost
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}
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remainingTotal += depRemaining
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byDept.push({ department_id: dep, department_name: deptNames[dep], remaining: depRemaining })
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}
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const projectedTotal = (monthProgress?.mtdCost ?? 0) + remainingTotal
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return {
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forecastMethod,
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remainingDaysCount: remainingDays.length,
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remainingTotal,
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projectedTotal,
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byDept: byDept.sort((a, b) => b.remaining - a.remaining),
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}
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}
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// Individual shifts/wages worth a look — top-cost employees over the trailing week.
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export async function gatherEmployeeAnomalies(days = 7) {
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const costCol = await getCostCol()
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const today = new Date()
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const fromStr = toISODate(new Date(today.getTime() - days * 86_400_000))
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const toStr = toISODate(new Date(today.getTime() - 86_400_000))
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const res = await pool.query(
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||||
`SELECT employee_id, employee_name, department_id,
|
||||
SUM(${costCol}) AS cost, SUM(shift_count)::int AS shift_count
|
||||
FROM wage_actuals_detail
|
||||
WHERE date >= $1 AND date <= $2
|
||||
GROUP BY employee_id, employee_name, department_id
|
||||
ORDER BY SUM(${costCol}) DESC
|
||||
LIMIT 15`,
|
||||
[fromStr, toStr]
|
||||
)
|
||||
|
||||
return {
|
||||
fromStr,
|
||||
toStr,
|
||||
employees: res.rows.map(r => ({
|
||||
employee_id: r.employee_id,
|
||||
employee_name: r.employee_name,
|
||||
department_id: r.department_id,
|
||||
cost: parseFloat(r.cost),
|
||||
shift_count: r.shift_count,
|
||||
})),
|
||||
}
|
||||
}
|
||||
|
||||
// Wage cost as a % of net sales, month-to-date — reuses the same cross-app call net-sales.js
|
||||
// already makes to the forecasting app's public revenue API.
|
||||
export async function gatherRevenueCorrelation(monthProgress) {
|
||||
try {
|
||||
const days = Math.max(1, monthProgress.daysElapsed)
|
||||
const data = await fcFetch(`/forecast/revenue?start_date=${monthProgress.monthStart}&days=${days}&type=all&dow_align=true`)
|
||||
const rows = data?.data ?? []
|
||||
const totalRevenue = rows.reduce((s, d) => s + parseFloat(d.total?.forecast ?? d.total?.otb ?? 0), 0)
|
||||
return {
|
||||
totalRevenue,
|
||||
wagePct: totalRevenue > 0 ? (monthProgress.mtdCost / totalRevenue) * 100 : null,
|
||||
daysCovered: rows.length,
|
||||
}
|
||||
} catch (e) {
|
||||
return { error: e.message }
|
||||
}
|
||||
}
|
||||
|
||||
export function buildPrompt(monthProgress, priorPeriod, rotaVsActual, forecast, anomalies, revenueCorrelation) {
|
||||
const systemMsg =
|
||||
"You are an AI assistant for a wage cost controller in a UK hospitality business. Analyze the data below and " +
|
||||
"provide a concise daily briefing (3-5 bullet points). Focus on: how this month's wage cost is tracking " +
|
||||
"against budget, the month-end forecast, notable variance between rota and actual cost by department and " +
|
||||
"what might be causing it, individual pay anomalies worth a look, and wage cost as a percentage of revenue. " +
|
||||
"Use UK date format (DD/MM/YYYY) and GBP (£) for all monetary values. Be specific with department/employee " +
|
||||
"names and numbers. Keep it actionable — no fluff or generic advice."
|
||||
|
||||
const lines = []
|
||||
|
||||
lines.push(`## Month to Date (${monthProgress.monthLabel})`)
|
||||
lines.push(
|
||||
`Day ${monthProgress.daysElapsed} of ${monthProgress.daysInMonth} (${fmtPct(monthProgress.pctMonthElapsed)} of month elapsed)`
|
||||
)
|
||||
lines.push(
|
||||
`MTD cost: ${fmtMoney(monthProgress.mtdCost)} | Month budget: ${fmtMoney(monthProgress.budgetAmount)}` +
|
||||
(monthProgress.pctBudgetUsed != null ? ` (${fmtPct(monthProgress.pctBudgetUsed)} used)` : '')
|
||||
)
|
||||
lines.push('')
|
||||
|
||||
lines.push('## Prior Period Comparison (full-month totals, for context — not a budget split)')
|
||||
lines.push(`Previous month (${priorPeriod.prevMonthLabel}) total: ${fmtMoney(priorPeriod.prevMonthTotal)}`)
|
||||
for (const d of priorPeriod.prevMonthDepts) lines.push(` ${d.department_name}: ${fmtMoney(d.cost)}`)
|
||||
lines.push(`Same month last year (${priorPeriod.lastYearLabel}) total: ${fmtMoney(priorPeriod.lastYearTotal)}`)
|
||||
for (const d of priorPeriod.lastYearDepts) lines.push(` ${d.department_name}: ${fmtMoney(d.cost)}`)
|
||||
lines.push('')
|
||||
|
||||
lines.push(`## Rota vs Actual Variance (${fmtDateUK(rotaVsActual.fromStr)} - ${fmtDateUK(rotaVsActual.toStr)})`)
|
||||
lines.push('Department | Actual | Rota | Variance | Variance %')
|
||||
for (const d of rotaVsActual.depts) {
|
||||
lines.push(
|
||||
`${d.department_name} | ${fmtMoney(d.actualTotal)} | ${fmtMoney(d.schedTotal)} | ` +
|
||||
`${fmtMoney(d.variance)} | ${fmtPct(d.variancePct)}`
|
||||
)
|
||||
}
|
||||
lines.push('')
|
||||
|
||||
lines.push(`## Forecast (method: ${forecast.forecastMethod}, ${forecast.remainingDaysCount} days remaining)`)
|
||||
lines.push(
|
||||
`Projected month-end total: ${fmtMoney(forecast.projectedTotal)} vs budget ${fmtMoney(monthProgress.budgetAmount)}` +
|
||||
(monthProgress.budgetAmount != null
|
||||
? ` (${forecast.projectedTotal > monthProgress.budgetAmount ? 'over' : 'under'} by ${fmtMoney(Math.abs(forecast.projectedTotal - monthProgress.budgetAmount))})`
|
||||
: '')
|
||||
)
|
||||
for (const d of forecast.byDept) lines.push(` ${d.department_name} remaining: ${fmtMoney(d.remaining)}`)
|
||||
lines.push('')
|
||||
|
||||
lines.push(`## Notable Individual Shifts/Wages (${fmtDateUK(anomalies.fromStr)} - ${fmtDateUK(anomalies.toStr)})`)
|
||||
lines.push('Employee | Department | Cost | Shifts')
|
||||
for (const e of anomalies.employees) {
|
||||
lines.push(`${e.employee_name} | ${e.department_id} | ${fmtMoney(e.cost)} | ${e.shift_count}`)
|
||||
}
|
||||
lines.push('')
|
||||
|
||||
lines.push('## Wage Cost vs Revenue (month to date)')
|
||||
if (revenueCorrelation.error) {
|
||||
lines.push(`Unavailable: ${revenueCorrelation.error}`)
|
||||
} else {
|
||||
lines.push(
|
||||
`Revenue: ${fmtMoney(revenueCorrelation.totalRevenue)} | Wage cost: ${fmtMoney(monthProgress.mtdCost)} | ` +
|
||||
`Wage %: ${revenueCorrelation.wagePct != null ? revenueCorrelation.wagePct.toFixed(1) + '%' : '-'}`
|
||||
)
|
||||
}
|
||||
|
||||
return { systemMsg, userMsg: lines.join('\n') }
|
||||
}
|
||||
|
||||
export async function callLlm(apiKey, systemMsg, userMsg, model) {
|
||||
const client = new Anthropic({ apiKey })
|
||||
const response = await client.messages.create({
|
||||
model,
|
||||
max_tokens: MAX_OUTPUT_TOKENS,
|
||||
temperature: 0.2,
|
||||
system: systemMsg,
|
||||
messages: [{ role: 'user', content: userMsg }],
|
||||
})
|
||||
const content = response.content?.[0]?.text ?? ''
|
||||
return {
|
||||
content,
|
||||
input_tokens: response.usage.input_tokens,
|
||||
output_tokens: response.usage.output_tokens,
|
||||
model,
|
||||
}
|
||||
}
|
||||
|
||||
export async function saveInsight({ content, model, input_tokens, output_tokens, data_snapshot, triggered_by }) {
|
||||
await pool.query(
|
||||
`INSERT INTO ai_insights (content, model, input_tokens, output_tokens, data_snapshot, triggered_by)
|
||||
VALUES ($1, $2, $3, $4, $5::jsonb, $6)`,
|
||||
[content, model, input_tokens, output_tokens, JSON.stringify(data_snapshot), triggered_by]
|
||||
)
|
||||
}
|
||||
|
||||
export async function cleanupOldInsights(keepDays = 90) {
|
||||
await pool.query(`DELETE FROM ai_insights WHERE generated_at < NOW() - ($1 || ' days')::interval`, [keepDays])
|
||||
}
|
||||
|
||||
export async function generateInsight(triggeredBy = 'scheduler') {
|
||||
const config = await getAiInsightsConfig()
|
||||
if (!config.enabled) return { success: false, error: 'AI insights disabled' }
|
||||
|
||||
let apiKey
|
||||
try {
|
||||
apiKey = await getAnthropicApiKey()
|
||||
} catch (e) {
|
||||
return { success: false, error: e.message }
|
||||
}
|
||||
|
||||
const { withinBudget, usedToday } = await checkDailyBudget(config.dailyTokenBudget)
|
||||
if (!withinBudget) {
|
||||
return { success: false, error: `Daily token budget exceeded (${usedToday}/${config.dailyTokenBudget} tokens used today)` }
|
||||
}
|
||||
|
||||
const monthProgress = await gatherMonthProgressData()
|
||||
const [priorPeriod, rotaVsActual, forecast, anomalies, revenueCorrelation] = await Promise.all([
|
||||
gatherPriorPeriodData(),
|
||||
gatherRotaVsActualData(),
|
||||
gatherForecastData(monthProgress),
|
||||
gatherEmployeeAnomalies(),
|
||||
gatherRevenueCorrelation(monthProgress),
|
||||
])
|
||||
|
||||
const { systemMsg, userMsg } = buildPrompt(monthProgress, priorPeriod, rotaVsActual, forecast, anomalies, revenueCorrelation)
|
||||
|
||||
let result
|
||||
try {
|
||||
result = await callLlm(apiKey, systemMsg, userMsg, config.model)
|
||||
} catch (e) {
|
||||
return { success: false, error: `LLM call failed: ${e.message}` }
|
||||
}
|
||||
|
||||
await saveInsight({
|
||||
content: result.content,
|
||||
model: result.model,
|
||||
input_tokens: result.input_tokens,
|
||||
output_tokens: result.output_tokens,
|
||||
data_snapshot: { monthProgress, priorPeriod, rotaVsActual, forecast, anomalies, revenueCorrelation },
|
||||
triggered_by: triggeredBy,
|
||||
})
|
||||
|
||||
try {
|
||||
await cleanupOldInsights(90)
|
||||
} catch (e) {
|
||||
console.warn('[ai-insights] cleanup failed:', e.message)
|
||||
}
|
||||
|
||||
return {
|
||||
success: true,
|
||||
content: result.content,
|
||||
input_tokens: result.input_tokens,
|
||||
output_tokens: result.output_tokens,
|
||||
model: result.model,
|
||||
}
|
||||
}
|
||||
|
||||
export async function runAiInsightsGeneration() {
|
||||
try {
|
||||
const result = await generateInsight('scheduler')
|
||||
if (result.success) {
|
||||
console.log('[ai-insights] scheduled generation completed')
|
||||
} else {
|
||||
console.log('[ai-insights] scheduled generation skipped:', result.error)
|
||||
}
|
||||
} catch (e) {
|
||||
console.error('[ai-insights] scheduled generation failed:', e.message)
|
||||
}
|
||||
}
|
||||
17
backend/src/lib/central-settings.js
Normal file
17
backend/src/lib/central-settings.js
Normal file
|
|
@ -0,0 +1,17 @@
|
|||
const SETTINGS_URL = process.env.SETTINGS_URL || 'http://10.10.10.116:3080'
|
||||
const SETTINGS_SECRET = process.env.SETTINGS_SECRET || ''
|
||||
|
||||
let _cache = null
|
||||
|
||||
export async function getAnthropicApiKey() {
|
||||
if (_cache && Date.now() < _cache.expires_at) return _cache.api_key
|
||||
const res = await fetch(`${SETTINGS_URL}/settings/api/internal/integration/anthropic`, {
|
||||
headers: { Authorization: `Bearer ${SETTINGS_SECRET}` },
|
||||
signal: AbortSignal.timeout(5000),
|
||||
})
|
||||
if (!res.ok) throw new Error('Anthropic integration not configured — add API key in Portal → Settings → Integrations')
|
||||
const { api_key } = await res.json()
|
||||
if (!api_key) throw new Error('Anthropic integration not configured — add API key in Portal → Settings → Integrations')
|
||||
_cache = { api_key, expires_at: Date.now() + 5 * 60_000 }
|
||||
return api_key
|
||||
}
|
||||
29
backend/src/lib/forecast.js
Normal file
29
backend/src/lib/forecast.js
Normal file
|
|
@ -0,0 +1,29 @@
|
|||
// Backend port of wages/frontend/src/lib/forecast.ts's forecastDayCost — keep both in sync.
|
||||
const MAX_HOPS = 6 // 6 * 7 = 42 days back, comfortably within the 35-day actuals sync window
|
||||
|
||||
function addDaysStr(dateStr, n) {
|
||||
const d = new Date(dateStr + 'T00:00:00')
|
||||
d.setDate(d.getDate() + n)
|
||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`
|
||||
}
|
||||
|
||||
// Tiered forecast cost for a single department + date: actual (if present) → published
|
||||
// rota → draft rota (if includeUnpublished) → same-weekday recurring fallback (7-day hops).
|
||||
export function forecastDayCost(dateStr, actualDays, scheduledDays, includeUnpublished) {
|
||||
let probe = dateStr
|
||||
for (let hop = 0; hop <= MAX_HOPS; hop++) {
|
||||
const actual = actualDays?.[probe]
|
||||
if (actual != null) return { cost: actual.cost, tier: 'actual' }
|
||||
|
||||
const sched = scheduledDays?.[probe]
|
||||
const hasPublished = (sched?.published_shift_count ?? 0) > 0
|
||||
const hasUnpublished = (sched?.unpublished_shift_count ?? 0) > 0
|
||||
if (hasPublished || (includeUnpublished && hasUnpublished)) {
|
||||
const cost = (sched?.published_cost ?? 0) + (includeUnpublished ? (sched?.unpublished_cost ?? 0) : 0)
|
||||
return { cost, tier: hasPublished ? 'rota-published' : 'rota-draft' }
|
||||
}
|
||||
|
||||
probe = addDaysStr(probe, -7)
|
||||
}
|
||||
return { cost: 0, tier: 'none' }
|
||||
}
|
||||
13
backend/src/lib/forecasting-client.js
Normal file
13
backend/src/lib/forecasting-client.js
Normal file
|
|
@ -0,0 +1,13 @@
|
|||
import { getConfig } from '../db.js'
|
||||
|
||||
export async function fcFetch(path) {
|
||||
const apiKey = await getConfig('forecasting_api_key')
|
||||
const baseUrl = (await getConfig('forecasting_url')) || 'http://10.10.10.113:3080'
|
||||
if (!apiKey) throw new Error('Forecasting API key not configured — add it in Settings')
|
||||
const res = await fetch(`${baseUrl}/forecasting/api/public${path}`, {
|
||||
headers: { 'X-API-Key': apiKey },
|
||||
signal: AbortSignal.timeout(15000),
|
||||
})
|
||||
if (!res.ok) throw new Error(`Forecasting API ${res.status} — ${path}`)
|
||||
return res.json()
|
||||
}
|
||||
|
|
@ -1,7 +1,11 @@
|
|||
import { runRollingSync } from './workforce.js'
|
||||
import { setConfig } from '../db.js'
|
||||
import { getConfig, setConfig } from '../db.js'
|
||||
import { runAiInsightsGeneration } from '../jobs/ai-insights.js'
|
||||
|
||||
const INTERVAL_MS = 60 * 60 * 1000 // 1 hour
|
||||
const AI_INSIGHTS_CHECK_MS = 60 * 1000 // 1 minute — no cron library in this app, poll wall-clock instead
|
||||
|
||||
let _lastAiInsightsRunDate = null
|
||||
|
||||
async function doSync() {
|
||||
try {
|
||||
|
|
@ -13,8 +17,21 @@ async function doSync() {
|
|||
}
|
||||
}
|
||||
|
||||
async function maybeRunAiInsights() {
|
||||
const scheduleTime = (await getConfig('ai_insights_schedule_time')) || '07:15'
|
||||
const [hour, minute] = scheduleTime.split(':').map(Number)
|
||||
const now = new Date()
|
||||
const todayKey = now.toISOString().slice(0, 10)
|
||||
if (_lastAiInsightsRunDate === todayKey) return
|
||||
if (now.getHours() === hour && now.getMinutes() === minute) {
|
||||
_lastAiInsightsRunDate = todayKey
|
||||
await runAiInsightsGeneration()
|
||||
}
|
||||
}
|
||||
|
||||
export function startScheduler() {
|
||||
// Run once at startup (allow app to be ready first)
|
||||
setTimeout(doSync, 5000)
|
||||
setInterval(doSync, INTERVAL_MS)
|
||||
setInterval(maybeRunAiInsights, AI_INSIGHTS_CHECK_MS)
|
||||
}
|
||||
|
|
|
|||
|
|
@ -215,6 +215,9 @@ export async function syncScheduled(from, to) {
|
|||
|
||||
let path = `/api/v2/schedules?from=${from}&to=${to}&show_costs=true&include_oncosts=true`
|
||||
if (locationId) path += `&location_id=${locationId}`
|
||||
// No published_only param: this endpoint defaults to published_only=false, returning
|
||||
// both published and draft schedules in one call. Each schedule's own last_published_at
|
||||
// (null until it's been published to its employee) tells us which bucket it belongs to.
|
||||
|
||||
const schedules = await wfFetchPaged(path)
|
||||
const allDepts = await wfFetchPaged('/api/v2/departments')
|
||||
|
|
@ -230,30 +233,58 @@ export async function syncScheduled(from, to) {
|
|||
if (!byDateDept[key]) {
|
||||
byDateDept[key] = {
|
||||
date,
|
||||
department_id: deptId,
|
||||
department_name: deptNameMap[deptId] || deptId,
|
||||
base_cost: 0,
|
||||
total_cost: 0,
|
||||
shift_count: 0,
|
||||
department_id: deptId,
|
||||
department_name: deptNameMap[deptId] || deptId,
|
||||
published_base_cost: 0,
|
||||
published_total_cost: 0,
|
||||
published_shift_count: 0,
|
||||
unpublished_base_cost: 0,
|
||||
unpublished_total_cost: 0,
|
||||
unpublished_shift_count: 0,
|
||||
}
|
||||
}
|
||||
byDateDept[key].base_cost += parseFloat(s.cost ?? 0)
|
||||
byDateDept[key].total_cost += parseFloat(s.cost_with_oncosts ?? s.cost ?? 0)
|
||||
byDateDept[key].shift_count += 1
|
||||
const baseCost = parseFloat(s.cost ?? 0)
|
||||
const totalCost = parseFloat(s.cost_with_oncosts ?? s.cost ?? 0)
|
||||
const row = byDateDept[key]
|
||||
if (s.last_published_at != null) {
|
||||
row.published_base_cost += baseCost
|
||||
row.published_total_cost += totalCost
|
||||
row.published_shift_count += 1
|
||||
} else {
|
||||
row.unpublished_base_cost += baseCost
|
||||
row.unpublished_total_cost += totalCost
|
||||
row.unpublished_shift_count += 1
|
||||
}
|
||||
}
|
||||
|
||||
// Mirror syncActuals: recompute the whole [from,to] range from the API on every call,
|
||||
// so delete first — otherwise a shift that got published, edited, or removed since the
|
||||
// last sync (very likely, since a rota is actively being built) leaves a stale row behind.
|
||||
// The write itself is still an upsert (not a plain insert): the 14-day rota window overlaps
|
||||
// between the scheduler's hourly auto-sync and a manager's manual "Sync Now" click, so two
|
||||
// syncScheduled calls can race on the same date range — a plain insert after a shared delete
|
||||
// would throw a duplicate-key error if both land between each other's delete and insert.
|
||||
await pool.query(`DELETE FROM wage_scheduled WHERE date >= $1 AND date <= $2`, [from, to])
|
||||
|
||||
for (const row of Object.values(byDateDept)) {
|
||||
await pool.query(
|
||||
`INSERT INTO wage_scheduled (date, department_id, department_name, base_cost, total_cost, shift_count, cached_at)
|
||||
VALUES ($1, $2, $3, $4, $5, $6, NOW())
|
||||
`INSERT INTO wage_scheduled
|
||||
(date, department_id, department_name,
|
||||
published_base_cost, published_total_cost, published_shift_count,
|
||||
unpublished_base_cost, unpublished_total_cost, unpublished_shift_count, cached_at)
|
||||
VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, NOW())
|
||||
ON CONFLICT (date, department_id) DO UPDATE SET
|
||||
department_name = EXCLUDED.department_name,
|
||||
base_cost = EXCLUDED.base_cost,
|
||||
total_cost = EXCLUDED.total_cost,
|
||||
shift_count = EXCLUDED.shift_count,
|
||||
cached_at = NOW()`,
|
||||
department_name = EXCLUDED.department_name,
|
||||
published_base_cost = EXCLUDED.published_base_cost,
|
||||
published_total_cost = EXCLUDED.published_total_cost,
|
||||
published_shift_count = EXCLUDED.published_shift_count,
|
||||
unpublished_base_cost = EXCLUDED.unpublished_base_cost,
|
||||
unpublished_total_cost = EXCLUDED.unpublished_total_cost,
|
||||
unpublished_shift_count = EXCLUDED.unpublished_shift_count,
|
||||
cached_at = NOW()`,
|
||||
[row.date, row.department_id, row.department_name,
|
||||
row.base_cost.toFixed(2), row.total_cost.toFixed(2), row.shift_count]
|
||||
row.published_base_cost.toFixed(2), row.published_total_cost.toFixed(2), row.published_shift_count,
|
||||
row.unpublished_base_cost.toFixed(2), row.unpublished_total_cost.toFixed(2), row.unpublished_shift_count]
|
||||
)
|
||||
}
|
||||
|
||||
|
|
|
|||
|
|
@ -8,9 +8,10 @@ export async function actualsRoutes(fastify) {
|
|||
const { from, to } = request.query
|
||||
if (!from || !to) return reply.status(400).send({ error: 'from and to required' })
|
||||
|
||||
const [showOncostsRaw, pctsRaw, dbRes] = await Promise.all([
|
||||
const [showOncostsRaw, pctsRaw, forecastMethodRaw, dbRes] = await Promise.all([
|
||||
getConfig('show_oncosts'),
|
||||
getConfig('dept_budget_pcts'),
|
||||
getConfig('forecast_method'),
|
||||
pool.query(
|
||||
`SELECT date, department_id, department_name,
|
||||
base_cost, total_cost, shift_count
|
||||
|
|
@ -46,7 +47,12 @@ export async function actualsRoutes(fastify) {
|
|||
try { for (const item of JSON.parse(pctsRaw)) dept_pcts[item.id] = item.pct } catch {}
|
||||
}
|
||||
|
||||
return { departments: Object.values(deptMap), show_oncosts: showOncosts, dept_pcts }
|
||||
return {
|
||||
departments: Object.values(deptMap),
|
||||
show_oncosts: showOncosts,
|
||||
dept_pcts,
|
||||
forecast_method: forecastMethodRaw === 'rota' ? 'rota' : 'repeat',
|
||||
}
|
||||
})
|
||||
|
||||
fastify.get('/api/actuals/dept-detail', { preHandler: requireCap('view') }, async (request, reply) => {
|
||||
|
|
|
|||
80
backend/src/routes/ai-insights.js
Normal file
80
backend/src/routes/ai-insights.js
Normal file
|
|
@ -0,0 +1,80 @@
|
|||
import { requireAuth, requireCap } from '../auth.js'
|
||||
import { pool, getConfig } from '../db.js'
|
||||
import { getAnthropicApiKey } from '../lib/central-settings.js'
|
||||
import { generateInsight, MANUAL_RATE_LIMIT_MINUTES, DEFAULT_MODEL } from '../jobs/ai-insights.js'
|
||||
import Anthropic from '@anthropic-ai/sdk'
|
||||
|
||||
export async function aiInsightsRoutes(fastify) {
|
||||
fastify.addHook('preHandler', requireAuth)
|
||||
|
||||
fastify.get('/api/ai-insights/latest', { preHandler: requireCap('view') }, async () => {
|
||||
const res = await pool.query(
|
||||
`SELECT id, generated_at, content, model, input_tokens, output_tokens, triggered_by
|
||||
FROM ai_insights ORDER BY generated_at DESC LIMIT 1`
|
||||
)
|
||||
return res.rows[0] || null
|
||||
})
|
||||
|
||||
fastify.get('/api/ai-insights/history', { preHandler: requireCap('view') }, async (request) => {
|
||||
const limit = Math.min(parseInt(request.query.limit, 10) || 20, 100)
|
||||
const offset = parseInt(request.query.offset, 10) || 0
|
||||
const [rowsRes, countRes] = await Promise.all([
|
||||
pool.query(
|
||||
`SELECT id, generated_at, content, model, input_tokens, output_tokens, triggered_by
|
||||
FROM ai_insights ORDER BY generated_at DESC LIMIT $1 OFFSET $2`,
|
||||
[limit, offset]
|
||||
),
|
||||
pool.query(`SELECT COUNT(*)::int AS count FROM ai_insights`),
|
||||
])
|
||||
return { insights: rowsRes.rows, total: countRes.rows[0].count }
|
||||
})
|
||||
|
||||
fastify.get('/api/ai-insights/usage', { preHandler: requireCap('view') }, async () => {
|
||||
const res = await pool.query(
|
||||
`SELECT COALESCE(SUM(input_tokens), 0)::int AS input_tokens,
|
||||
COALESCE(SUM(output_tokens), 0)::int AS output_tokens
|
||||
FROM ai_insights WHERE generated_at >= CURRENT_DATE`
|
||||
)
|
||||
return res.rows[0]
|
||||
})
|
||||
|
||||
fastify.post('/api/ai-insights/generate', { preHandler: requireCap('settings') }, async (_, reply) => {
|
||||
const lastManual = await pool.query(
|
||||
`SELECT generated_at FROM ai_insights WHERE triggered_by = 'manual' ORDER BY generated_at DESC LIMIT 1`
|
||||
)
|
||||
if (lastManual.rows[0]) {
|
||||
const elapsedMs = Date.now() - new Date(lastManual.rows[0].generated_at).getTime()
|
||||
const remainingMin = MANUAL_RATE_LIMIT_MINUTES - Math.floor(elapsedMs / 60_000)
|
||||
if (remainingMin > 0) {
|
||||
return reply.status(429).send({ error: `Please wait ${remainingMin}m more before generating again.` })
|
||||
}
|
||||
}
|
||||
|
||||
const result = await generateInsight('manual')
|
||||
if (!result.success) return reply.status(400).send({ error: result.error })
|
||||
return result
|
||||
})
|
||||
|
||||
fastify.post('/api/ai-insights/test', { preHandler: requireCap('settings') }, async (_, reply) => {
|
||||
let apiKey
|
||||
try {
|
||||
apiKey = await getAnthropicApiKey()
|
||||
} catch (e) {
|
||||
return reply.status(400).send({ error: e.message })
|
||||
}
|
||||
|
||||
const model = (await getConfig('ai_insights_model')) || DEFAULT_MODEL
|
||||
try {
|
||||
const client = new Anthropic({ apiKey })
|
||||
const response = await client.messages.create({
|
||||
model,
|
||||
max_tokens: 10,
|
||||
messages: [{ role: 'user', content: "Say 'connected' in one word." }],
|
||||
})
|
||||
return { status: 'connected', message: `Successfully connected to ${model}`, response: response.content?.[0]?.text ?? '' }
|
||||
} catch (e) {
|
||||
if (e.status === 401) return reply.status(401).send({ error: 'Invalid API key' })
|
||||
return reply.status(500).send({ error: `Connection failed: ${e.message}` })
|
||||
}
|
||||
})
|
||||
}
|
||||
|
|
@ -1,17 +1,5 @@
|
|||
import { requireAuth, requireCap } from '../auth.js'
|
||||
import { getConfig } from '../db.js'
|
||||
|
||||
async function fcFetch(path) {
|
||||
const apiKey = await getConfig('forecasting_api_key')
|
||||
const baseUrl = (await getConfig('forecasting_url')) || 'http://10.10.10.113:3080'
|
||||
if (!apiKey) throw new Error('Forecasting API key not configured — add it in Settings')
|
||||
const res = await fetch(`${baseUrl}/forecasting/api/public${path}`, {
|
||||
headers: { 'X-API-Key': apiKey },
|
||||
signal: AbortSignal.timeout(15000),
|
||||
})
|
||||
if (!res.ok) throw new Error(`Forecasting API ${res.status} — ${path}`)
|
||||
return res.json()
|
||||
}
|
||||
import { fcFetch } from '../lib/forecasting-client.js'
|
||||
|
||||
function daysBetween(from, to) {
|
||||
const a = new Date(from + 'T00:00:00')
|
||||
|
|
|
|||
|
|
@ -12,7 +12,8 @@ export async function scheduledRoutes(fastify) {
|
|||
|
||||
const res = await pool.query(
|
||||
`SELECT date, department_id, department_name,
|
||||
base_cost, total_cost, shift_count
|
||||
published_base_cost, published_total_cost, published_shift_count,
|
||||
unpublished_base_cost, unpublished_total_cost, unpublished_shift_count
|
||||
FROM wage_scheduled
|
||||
WHERE date >= $1 AND date <= $2
|
||||
ORDER BY date, department_name`,
|
||||
|
|
@ -30,8 +31,10 @@ export async function scheduledRoutes(fastify) {
|
|||
}
|
||||
}
|
||||
deptMap[row.department_id].days[d] = {
|
||||
cost: parseFloat(showOncosts ? row.total_cost : row.base_cost),
|
||||
shift_count: row.shift_count,
|
||||
published_cost: parseFloat(showOncosts ? row.published_total_cost : row.published_base_cost),
|
||||
unpublished_cost: parseFloat(showOncosts ? row.unpublished_total_cost : row.unpublished_base_cost),
|
||||
published_shift_count: row.published_shift_count,
|
||||
unpublished_shift_count: row.unpublished_shift_count,
|
||||
}
|
||||
}
|
||||
|
||||
|
|
|
|||
|
|
@ -2,7 +2,8 @@ import { requireAuth, requireCap } from '../auth.js'
|
|||
import { pool, getConfig, setConfig } from '../db.js'
|
||||
|
||||
const ALLOWED_KEYS = new Set([
|
||||
'forecasting_url', 'forecasting_api_key', 'show_oncosts', 'departments', 'dept_budget_pcts',
|
||||
'forecasting_url', 'forecasting_api_key', 'show_oncosts', 'departments', 'dept_budget_pcts', 'forecast_method',
|
||||
'ai_insights_enabled', 'ai_insights_model', 'ai_insights_schedule_time', 'ai_insights_daily_token_budget',
|
||||
])
|
||||
|
||||
export async function settingsRoutes(fastify) {
|
||||
|
|
@ -11,7 +12,11 @@ export async function settingsRoutes(fastify) {
|
|||
fastify.get('/api/settings', { preHandler: requireCap('settings') }, async () => {
|
||||
const res = await pool.query(
|
||||
`SELECT key, value, updated_at FROM wages_config
|
||||
WHERE key IN ('forecasting_url','forecasting_api_key','show_oncosts','departments','sync_last_at','backfill_last_at')
|
||||
WHERE key IN (
|
||||
'forecasting_url','forecasting_api_key','show_oncosts','departments','forecast_method',
|
||||
'sync_last_at','backfill_last_at',
|
||||
'ai_insights_enabled','ai_insights_model','ai_insights_schedule_time','ai_insights_daily_token_budget'
|
||||
)
|
||||
ORDER BY key`
|
||||
)
|
||||
return { settings: res.rows }
|
||||
|
|
|
|||
6578
frontend/package-lock.json
generated
Normal file
6578
frontend/package-lock.json
generated
Normal file
File diff suppressed because it is too large
Load diff
|
|
@ -1,9 +1,10 @@
|
|||
import { useState } from 'react'
|
||||
import { DollarSign, CalendarDays, TrendingUp, BarChart3, Wallet, Settings, Menu, LogOut } from 'lucide-react'
|
||||
import { DollarSign, CalendarDays, TrendingUp, BarChart3, Wallet, Settings, Menu, LogOut, Bot } from 'lucide-react'
|
||||
import AuthGate, { useAuth } from './components/AuthGate'
|
||||
import { UpdateBanner } from './components/UpdateBanner'
|
||||
import { useVersionCheck } from './hooks/useVersionCheck'
|
||||
import { can } from './types'
|
||||
import Dashboard from './pages/Dashboard'
|
||||
import Weekly from './pages/Weekly'
|
||||
import Monthly from './pages/Monthly'
|
||||
import Rolling12Weeks from './pages/Rolling12Weeks'
|
||||
|
|
@ -11,9 +12,10 @@ import Rolling12Months from './pages/Rolling12Months'
|
|||
import Budgets from './pages/Budgets'
|
||||
import SettingsPage from './pages/Settings'
|
||||
|
||||
type Page = 'weekly' | 'monthly' | 'rolling-weeks' | 'rolling-months' | 'budgets' | 'settings'
|
||||
type Page = 'dashboard' | 'weekly' | 'monthly' | 'rolling-weeks' | 'rolling-months' | 'budgets' | 'settings'
|
||||
|
||||
const NAV: { id: Page; label: string; icon: React.ElementType; cap?: string }[] = [
|
||||
{ id: 'dashboard', label: 'Dashboard', icon: Bot },
|
||||
{ id: 'weekly', label: 'Weekly', icon: CalendarDays },
|
||||
{ id: 'monthly', label: 'Monthly', icon: TrendingUp },
|
||||
{ id: 'rolling-weeks', label: '12 Weeks', icon: BarChart3 },
|
||||
|
|
@ -80,6 +82,7 @@ function Shell() {
|
|||
</header>
|
||||
|
||||
<main className="content">
|
||||
{page === 'dashboard' && <Dashboard />}
|
||||
{page === 'weekly' && <Weekly />}
|
||||
{page === 'monthly' && <Monthly />}
|
||||
{page === 'rolling-weeks' && <Rolling12Weeks />}
|
||||
|
|
|
|||
|
|
@ -1,4 +1,4 @@
|
|||
import type { DeptActuals, DeptScheduled, NetSalesDay, WageBudget, AppSetting, DeptPct, EmployeeDetail } from './types'
|
||||
import type { DeptActuals, DeptScheduled, ForecastMethod, NetSalesDay, WageBudget, AppSetting, DeptPct, EmployeeDetail, AIInsight } from './types'
|
||||
|
||||
const BASE = '/wages/api'
|
||||
|
||||
|
|
@ -20,7 +20,7 @@ async function request<T>(path: string, opts: RequestInit = {}): Promise<T> {
|
|||
return res.json()
|
||||
}
|
||||
|
||||
export function getActuals(from: string, to: string): Promise<{ departments: DeptActuals[]; show_oncosts: boolean; dept_pcts: Record<string, number> }> {
|
||||
export function getActuals(from: string, to: string): Promise<{ departments: DeptActuals[]; show_oncosts: boolean; dept_pcts: Record<string, number>; forecast_method: ForecastMethod }> {
|
||||
return request(`/actuals?from=${from}&to=${to}`)
|
||||
}
|
||||
|
||||
|
|
@ -82,3 +82,15 @@ export function getDeptDetail(deptId: string, from: string, to: string): Promise
|
|||
export function downloadExport(view: string, from: string, to: string): void {
|
||||
window.open(`${BASE}/export?view=${view}&from=${from}&to=${to}`, '_blank')
|
||||
}
|
||||
|
||||
export function getLatestInsight(): Promise<AIInsight | null> {
|
||||
return request('/ai-insights/latest')
|
||||
}
|
||||
|
||||
export function generateInsight(): Promise<{ success: boolean; content: string; input_tokens: number; output_tokens: number; model: string }> {
|
||||
return request('/ai-insights/generate', { method: 'POST' })
|
||||
}
|
||||
|
||||
export function testAiInsightsConnection(): Promise<{ status: string; message: string }> {
|
||||
return request('/ai-insights/test', { method: 'POST' })
|
||||
}
|
||||
|
|
|
|||
37
frontend/src/lib/aiInsight.tsx
Normal file
37
frontend/src/lib/aiInsight.tsx
Normal file
|
|
@ -0,0 +1,37 @@
|
|||
export function formatAge(iso: string): string {
|
||||
const ms = Date.now() - new Date(iso).getTime()
|
||||
const mins = Math.floor(ms / 60000)
|
||||
if (mins < 1) return 'just now'
|
||||
if (mins < 60) return `${mins}m ago`
|
||||
const hours = Math.floor(mins / 60)
|
||||
if (hours < 24) return `${hours}h ago`
|
||||
return `${Math.floor(hours / 24)}d ago`
|
||||
}
|
||||
|
||||
function escHtml(s: string): string {
|
||||
return s
|
||||
.replace(/&/g, '&')
|
||||
.replace(/</g, '<')
|
||||
.replace(/>/g, '>')
|
||||
}
|
||||
|
||||
export function renderContent(text: string) {
|
||||
return text.split('\n').map((line, i) => {
|
||||
const safe = escHtml(line)
|
||||
const processed = safe.replace(/\*\*(.+?)\*\*/g, '<strong>$1</strong>')
|
||||
if (line.startsWith('- ') || line.startsWith('* ')) {
|
||||
return (
|
||||
<div key={i} style={{ display: 'flex', gap: 8, marginBottom: 4 }}>
|
||||
<span style={{ color: 'var(--gold)', flexShrink: 0 }}>•</span>
|
||||
<span dangerouslySetInnerHTML={{ __html: processed.slice(2) }} />
|
||||
</div>
|
||||
)
|
||||
}
|
||||
if (line.startsWith('## ') || line.startsWith('# ')) {
|
||||
const txt = line.replace(/^#+\s*/, '')
|
||||
return <p key={i} style={{ fontWeight: 600, marginTop: 12, marginBottom: 6, color: 'var(--text-primary)' }}>{txt}</p>
|
||||
}
|
||||
if (line.trim() === '') return <div key={i} style={{ height: 8 }} />
|
||||
return <p key={i} style={{ marginBottom: 4 }} dangerouslySetInnerHTML={{ __html: processed }} />
|
||||
})
|
||||
}
|
||||
52
frontend/src/lib/forecast.ts
Normal file
52
frontend/src/lib/forecast.ts
Normal file
|
|
@ -0,0 +1,52 @@
|
|||
import type { DeptScheduled } from '../types'
|
||||
|
||||
export type ForecastTier = 'actual' | 'rota-published' | 'rota-draft' | 'none'
|
||||
|
||||
export interface ForecastDayResult {
|
||||
cost: number
|
||||
tier: ForecastTier
|
||||
}
|
||||
|
||||
function addDaysStr(dateStr: string, n: number): string {
|
||||
const d = new Date(dateStr + 'T00:00:00')
|
||||
d.setDate(d.getDate() + n)
|
||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`
|
||||
}
|
||||
|
||||
const MAX_HOPS = 6 // 6 * 7 = 42 days back, comfortably within the 35-day actuals sync window
|
||||
|
||||
/**
|
||||
* Tiered forecast cost for a single department + date. Walks backward in 7-day steps from
|
||||
* `dateStr`; at each probed date, checks in priority order and stops at the first hit:
|
||||
* 1. Actual cost (ground truth — always wins if present).
|
||||
* 2. Published rota cost.
|
||||
* 3. Draft/unpublished rota cost, only if `includeUnpublished` is true.
|
||||
* If none apply, steps back another 7 days and repeats. This single rule covers "past days
|
||||
* use actuals", "near-term future days use published rota", and "days beyond any rota data
|
||||
* repeat the same weekday from a prior period" — including the case where that prior period
|
||||
* is itself still in the future but has its own rota entry, rather than skipping straight
|
||||
* past it to an older actual.
|
||||
*/
|
||||
export function forecastDayCost(
|
||||
dateStr: string,
|
||||
actualDays: Record<string, { cost: number }> | undefined,
|
||||
scheduledDays: DeptScheduled['days'] | undefined,
|
||||
includeUnpublished: boolean,
|
||||
): ForecastDayResult {
|
||||
let probe = dateStr
|
||||
for (let hop = 0; hop <= MAX_HOPS; hop++) {
|
||||
const actual = actualDays?.[probe]
|
||||
if (actual != null) return { cost: actual.cost, tier: 'actual' }
|
||||
|
||||
const sched = scheduledDays?.[probe]
|
||||
const hasPublished = (sched?.published_shift_count ?? 0) > 0
|
||||
const hasUnpublished = (sched?.unpublished_shift_count ?? 0) > 0
|
||||
if (hasPublished || (includeUnpublished && hasUnpublished)) {
|
||||
const cost = (sched?.published_cost ?? 0) + (includeUnpublished ? (sched?.unpublished_cost ?? 0) : 0)
|
||||
return { cost, tier: hasPublished ? 'rota-published' : 'rota-draft' }
|
||||
}
|
||||
|
||||
probe = addDaysStr(probe, -7)
|
||||
}
|
||||
return { cost: 0, tier: 'none' }
|
||||
}
|
||||
93
frontend/src/pages/Dashboard.tsx
Normal file
93
frontend/src/pages/Dashboard.tsx
Normal file
|
|
@ -0,0 +1,93 @@
|
|||
import { useState, useEffect, useCallback } from 'react'
|
||||
import { Bot, Clock, RefreshCw } from 'lucide-react'
|
||||
import { getLatestInsight, generateInsight } from '../api'
|
||||
import { formatAge, renderContent } from '../lib/aiInsight'
|
||||
import type { AIInsight } from '../types'
|
||||
|
||||
const REFRESH_MS = 5 * 60_000
|
||||
|
||||
export default function Dashboard() {
|
||||
const [insight, setInsight] = useState<AIInsight | null>(null)
|
||||
const [loading, setLoading] = useState(true)
|
||||
const [error, setError] = useState<string | null>(null)
|
||||
const [generating, setGenerating] = useState(false)
|
||||
const [genError, setGenError] = useState<string | null>(null)
|
||||
|
||||
const load = useCallback(() => {
|
||||
getLatestInsight()
|
||||
.then(setInsight)
|
||||
.catch(e => setError(e instanceof Error ? e.message : 'Failed to load insight'))
|
||||
.finally(() => setLoading(false))
|
||||
}, [])
|
||||
|
||||
useEffect(() => {
|
||||
load()
|
||||
const id = setInterval(load, REFRESH_MS)
|
||||
return () => clearInterval(id)
|
||||
}, [load])
|
||||
|
||||
const handleGenerate = async () => {
|
||||
setGenerating(true)
|
||||
setGenError(null)
|
||||
try {
|
||||
await generateInsight()
|
||||
load()
|
||||
} catch (e) {
|
||||
setGenError(e instanceof Error ? e.message : 'Failed to generate insight')
|
||||
} finally {
|
||||
setGenerating(false)
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<div>
|
||||
<div className="page-header">
|
||||
<h1 className="page-title">Dashboard</h1>
|
||||
<button className="btn btn-primary" onClick={handleGenerate} disabled={generating}>
|
||||
<RefreshCw size={14} strokeWidth={1.75} />
|
||||
{generating ? 'Generating…' : 'Generate Now'}
|
||||
</button>
|
||||
</div>
|
||||
|
||||
{genError && <div className="state-center" style={{ color: '#dc2626', marginBottom: 16 }}>{genError}</div>}
|
||||
|
||||
<div className="card">
|
||||
<div style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center', marginBottom: 12 }}>
|
||||
<div className="card-title" style={{ display: 'flex', alignItems: 'center', gap: 8, margin: 0 }}>
|
||||
<Bot size={16} strokeWidth={1.75} color="var(--gold)" />
|
||||
AI Insight
|
||||
</div>
|
||||
{insight && (
|
||||
<span style={{ display: 'flex', alignItems: 'center', gap: 5, fontSize: 12, color: 'var(--text-muted)' }}>
|
||||
<Clock size={12} strokeWidth={1.75} />
|
||||
{formatAge(insight.generated_at)}
|
||||
{insight.model && (
|
||||
<span style={{ marginLeft: 6, background: 'var(--body-bg)', borderRadius: 4, padding: '1px 6px' }}>
|
||||
{insight.model}
|
||||
</span>
|
||||
)}
|
||||
</span>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{loading && <div className="state-center">Loading…</div>}
|
||||
{!loading && error && <div className="state-center" style={{ color: '#dc2626' }}>{error}</div>}
|
||||
{!loading && !error && !insight && (
|
||||
<div className="state-center">
|
||||
No insight generated yet. Click <strong>Generate Now</strong> to produce a summary.
|
||||
</div>
|
||||
)}
|
||||
{!loading && !error && insight && (
|
||||
<div style={{ fontSize: 13.5, lineHeight: 1.65, color: 'var(--text-primary)' }}>
|
||||
<div style={{ marginBottom: 16 }}>{renderContent(insight.content)}</div>
|
||||
{(insight.input_tokens || insight.output_tokens) && (
|
||||
<div style={{ fontSize: 11, color: 'var(--text-muted)', marginTop: 16, paddingTop: 12, borderTop: '1px solid var(--border)' }}>
|
||||
{insight.input_tokens}↑ / {insight.output_tokens}↓ tokens · {insight.triggered_by}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
)
|
||||
}
|
||||
|
|
@ -3,9 +3,10 @@ import { ChevronLeft, ChevronRight, ChevronDown, Download } from 'lucide-react'
|
|||
import {
|
||||
BarChart, Bar, XAxis, YAxis, Tooltip, Legend, ResponsiveContainer, Cell,
|
||||
} from 'recharts'
|
||||
import { getActuals, getNetSales, getBudgets, getDeptDetail, downloadExport } from '../api'
|
||||
import type { DeptActuals, WageBudget, EmployeeDetail } from '../types'
|
||||
import { getActuals, getScheduled, getNetSales, getBudgets, getDeptDetail, downloadExport } from '../api'
|
||||
import type { DeptActuals, DeptScheduled, ForecastMethod, WageBudget, EmployeeDetail } from '../types'
|
||||
import { DeptDetailModal } from '../components/DeptDetailModal'
|
||||
import { forecastDayCost } from '../lib/forecast'
|
||||
|
||||
function fmt(d: Date): string {
|
||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`
|
||||
|
|
@ -21,13 +22,6 @@ function fmtDisplay(dateStr: string): string {
|
|||
function budgetColour(pct: number): string {
|
||||
return pct <= 100 ? 'var(--app-primary)' : pct <= 110 ? '#b45309' : '#dc2626'
|
||||
}
|
||||
// Baseline forecast: repeat the last full actual week's pattern forward to end of month
|
||||
function repeatingPriorCost(days: Record<string, { cost: number }>, dateStr: string, cutoffStr: string): number {
|
||||
let probe = dateStr
|
||||
while (probe > cutoffStr) probe = fmt(addDays(new Date(probe + 'T00:00:00'), -7))
|
||||
return days[probe]?.cost ?? 0
|
||||
}
|
||||
|
||||
const DEPT_COLORS = ['#065f46','#059669','#0891b2','#7c3aed','#c2410c','#b45309','#0f766e','#4338ca','#be185d','#15803d']
|
||||
|
||||
export default function Monthly() {
|
||||
|
|
@ -41,6 +35,9 @@ export default function Monthly() {
|
|||
const [month, setMonth] = useState(todayMonth)
|
||||
|
||||
const [depts, setDepts] = useState<DeptActuals[]>([])
|
||||
const [scheduled, setScheduled] = useState<DeptScheduled[]>([])
|
||||
const [forecastMethod, setForecastMethod] = useState<ForecastMethod>('repeat')
|
||||
const [includeUnpublished, setIncludeUnpublished] = useState(false)
|
||||
const [netSalesMTD, setNetSalesMTD] = useState(0)
|
||||
const [netSalesFull, setNetSalesFull] = useState(0)
|
||||
const [pySalesMTD, setPySalesMTD] = useState(0)
|
||||
|
|
@ -82,16 +79,19 @@ export default function Monthly() {
|
|||
setLoading(true); setError(null)
|
||||
try {
|
||||
// Net sales: full month — OTB/forecast for future dates, actuals for past dates
|
||||
const [actRes, salesRes, budRes, pyActRes, pmActRes] = await Promise.all([
|
||||
const [actRes, schedRes, salesRes, budRes, pyActRes, pmActRes] = await Promise.all([
|
||||
getActuals(fromStr, toStr),
|
||||
getScheduled(fromStr, toStr),
|
||||
getNetSales(fromStr, toStr),
|
||||
getBudgets(),
|
||||
getActuals(pyFromStr, pyToStr),
|
||||
getActuals(pmFromStr, pmToStr),
|
||||
])
|
||||
setDepts(actRes.departments)
|
||||
setScheduled(schedRes.departments)
|
||||
setShowOncosts(actRes.show_oncosts)
|
||||
setDeptPcts(actRes.dept_pcts)
|
||||
setForecastMethod(actRes.forecast_method)
|
||||
|
||||
// Cut-off for MTD = yesterday (avoid partial clockins today)
|
||||
const cutoff = isCurrentMonth ? yesterdayStr : toStr
|
||||
|
|
@ -162,10 +162,14 @@ export default function Monthly() {
|
|||
|
||||
let forecastRem = 0
|
||||
if (isCurrentMonth) {
|
||||
// 'rota' method: prefer published rota (or +draft rota if includeUnpublished) for days
|
||||
// that have it, falling back to the repeat-pattern otherwise — see forecastDayCost.
|
||||
// 'repeat' (default): unchanged, no scheduled data passed in so it always repeats.
|
||||
const schedDep = forecastMethod === 'rota' ? scheduled.find(s => s.department_id === dep.department_id) : undefined
|
||||
for (let day = 1; day <= dim; day++) {
|
||||
const dateStr = `${monthStr}-${String(day).padStart(2, '0')}`
|
||||
if (dateStr <= yesterdayStr) continue
|
||||
forecastRem += repeatingPriorCost(dep.days, dateStr, yesterdayStr)
|
||||
forecastRem += forecastDayCost(dateStr, dep.days, schedDep?.days, includeUnpublished).cost
|
||||
}
|
||||
}
|
||||
|
||||
|
|
@ -220,17 +224,22 @@ export default function Monthly() {
|
|||
|
||||
const entry: WeekEntry = { label: `W${w + 1}`, isPast }
|
||||
for (const dep of deptSummary) {
|
||||
const srcDep = depts.find(d => d.department_id === dep.department_id)
|
||||
const srcDep = depts.find(d => d.department_id === dep.department_id)
|
||||
const schedDep = forecastMethod === 'rota' ? scheduled.find(s => s.department_id === dep.department_id) : undefined
|
||||
let deptCost = 0
|
||||
let weekTier: 'rota' | 'repeat' = 'rota'
|
||||
for (let day = wStart; day <= wEnd; day++) {
|
||||
const dateStr = `${monthStr}-${String(day).padStart(2, '0')}`
|
||||
if (dateStr <= cutoff) {
|
||||
deptCost += srcDep?.days[dateStr]?.cost ?? 0
|
||||
} else {
|
||||
deptCost += repeatingPriorCost(srcDep?.days ?? {}, dateStr, cutoff)
|
||||
const { cost, tier } = forecastDayCost(dateStr, srcDep?.days, schedDep?.days, includeUnpublished)
|
||||
deptCost += cost
|
||||
if (tier === 'actual' || tier === 'none') weekTier = 'repeat'
|
||||
}
|
||||
}
|
||||
entry[dep.department_name] = deptCost
|
||||
entry[`${dep.department_name}__tier`] = weekTier
|
||||
}
|
||||
weeks.push(entry)
|
||||
}
|
||||
|
|
@ -292,7 +301,18 @@ export default function Monthly() {
|
|||
</div>
|
||||
</div>
|
||||
|
||||
<div className="section-row-label">Full month forecast</div>
|
||||
<div className="section-row-label" style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center' }}>
|
||||
<span>Full month forecast</span>
|
||||
{forecastMethod === 'rota' && (
|
||||
<label
|
||||
style={{ display: 'flex', alignItems: 'center', gap: 8, cursor: 'pointer', fontSize: 12, fontWeight: 400, color: 'var(--text-muted)' }}
|
||||
title="Only affects days with zero published shifts so far — those days use draft rota cost instead of falling back to a repeated estimate. A day with at least one published shift already uses that day's own rota cost (plus draft cost too, if this is checked) — it never blends with, or falls back to, a repeated day."
|
||||
>
|
||||
<input type="checkbox" checked={includeUnpublished} onChange={e => setIncludeUnpublished(e.target.checked)} />
|
||||
Include unpublished shifts in forecast
|
||||
</label>
|
||||
)}
|
||||
</div>
|
||||
<div className="summary-grid" style={{ marginBottom: 20 }}>
|
||||
<div className="summary-card">
|
||||
<div className="label">Forecast EOM</div>
|
||||
|
|
@ -371,7 +391,9 @@ export default function Monthly() {
|
|||
{!loading && !error && (
|
||||
<>
|
||||
<div className="card">
|
||||
<div className="card-title">Weekly Breakdown{isCurrentMonth ? ' (forecast shaded)' : ''}</div>
|
||||
<div className="card-title">
|
||||
Weekly Breakdown{isCurrentMonth ? (forecastMethod === 'rota' ? ' (rota-informed forecast shaded, repeat-pattern lighter)' : ' (forecast shaded)') : ''}
|
||||
</div>
|
||||
<ResponsiveContainer width="100%" height={260}>
|
||||
<BarChart data={weeks} margin={{ top: 4, right: 16, left: 16, bottom: 0 }}>
|
||||
<XAxis dataKey="label" tick={{ fontSize: 12 }} />
|
||||
|
|
@ -380,9 +402,10 @@ export default function Monthly() {
|
|||
<Legend itemSorter={item => -deptSummary.findIndex(dep => dep.department_name === item.dataKey)} />
|
||||
{deptSummary.map(dep => (
|
||||
<Bar key={dep.department_id} dataKey={dep.department_name} stackId="a" fill={dep.color}>
|
||||
{weeks.map((w, i) => (
|
||||
<Cell key={i} fill={dep.color} opacity={w.isPast ? 1 : 0.45} />
|
||||
))}
|
||||
{weeks.map((w, i) => {
|
||||
const opacity = w.isPast ? 1 : (w[`${dep.department_name}__tier`] === 'rota' ? 0.7 : 0.45)
|
||||
return <Cell key={i} fill={dep.color} opacity={opacity} />
|
||||
})}
|
||||
</Bar>
|
||||
))}
|
||||
</BarChart>
|
||||
|
|
@ -485,6 +508,9 @@ export default function Monthly() {
|
|||
</tbody>
|
||||
</table>
|
||||
{showOncosts && <p className="footnote">Includes estimated employer on-costs. Final payroll figures are in Sage.</p>}
|
||||
{isCurrentMonth && forecastMethod === 'rota' && (
|
||||
<p className="footnote">Rota-based forecast figures exclude employer National Insurance — Workforce's schedules API doesn't provide it, only the timesheets/actuals API does.</p>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{pyDepts.length > 0 && (
|
||||
|
|
|
|||
|
|
@ -1,6 +1,6 @@
|
|||
import { useState, useEffect } from 'react'
|
||||
import { RefreshCw, Download, X, CheckSquare, Square } from 'lucide-react'
|
||||
import { getSettings, saveSettings, getDepartments, triggerSync, getSyncStatus, cancelBackfill } from '../api'
|
||||
import { RefreshCw, Download, X, CheckSquare, Square, Bot } from 'lucide-react'
|
||||
import { getSettings, saveSettings, getDepartments, triggerSync, getSyncStatus, cancelBackfill, testAiInsightsConnection, generateInsight } from '../api'
|
||||
import type { AppSetting, Department } from '../types'
|
||||
|
||||
function fmtDate(iso: string | null): string {
|
||||
|
|
@ -18,6 +18,10 @@ export default function SettingsPage() {
|
|||
const [fetchingDepts, setFetchingDepts] = useState(false)
|
||||
const [saved, setSaved] = useState(false)
|
||||
const [error, setError] = useState<string | null>(null)
|
||||
const [testStatus, setTestStatus] = useState<'idle' | 'testing' | 'connected' | 'error'>('idle')
|
||||
const [testMessage, setTestMessage] = useState('')
|
||||
const [genStatus, setGenStatus] = useState<'idle' | 'generating' | 'done' | 'error'>('idle')
|
||||
const [genMessage, setGenMessage] = useState('')
|
||||
|
||||
useEffect(() => {
|
||||
Promise.all([getSettings(), getSyncStatus()])
|
||||
|
|
@ -49,6 +53,11 @@ export default function SettingsPage() {
|
|||
{ key: 'forecasting_api_key', value: settings.forecasting_api_key ?? '' },
|
||||
{ key: 'show_oncosts', value: settings.show_oncosts ?? 'true' },
|
||||
{ key: 'departments', value: deptsJson },
|
||||
{ key: 'forecast_method', value: settings.forecast_method ?? 'repeat' },
|
||||
{ key: 'ai_insights_enabled', value: settings.ai_insights_enabled ?? 'false' },
|
||||
{ key: 'ai_insights_model', value: settings.ai_insights_model ?? 'claude-haiku-4-5-20251001' },
|
||||
{ key: 'ai_insights_schedule_time', value: settings.ai_insights_schedule_time ?? '07:15' },
|
||||
{ key: 'ai_insights_daily_token_budget', value: settings.ai_insights_daily_token_budget ?? '5000' },
|
||||
])
|
||||
setSaved(true)
|
||||
setTimeout(() => setSaved(false), 2000)
|
||||
|
|
@ -133,6 +142,32 @@ export default function SettingsPage() {
|
|||
setBackfillProg(null)
|
||||
}
|
||||
|
||||
const handleTestConnection = async () => {
|
||||
setTestStatus('testing'); setTestMessage('')
|
||||
try {
|
||||
const res = await testAiInsightsConnection()
|
||||
setTestStatus('connected')
|
||||
setTestMessage(res.message || 'Connected')
|
||||
} catch (e: unknown) {
|
||||
setTestStatus('error')
|
||||
setTestMessage(e instanceof Error ? e.message : 'Connection failed')
|
||||
}
|
||||
setTimeout(() => { setTestStatus('idle'); setTestMessage('') }, 5000)
|
||||
}
|
||||
|
||||
const handleGenerateNow = async () => {
|
||||
setGenStatus('generating'); setGenMessage('')
|
||||
try {
|
||||
const res = await generateInsight()
|
||||
setGenStatus('done')
|
||||
setGenMessage(`Generated! ${res.input_tokens} in / ${res.output_tokens} out tokens`)
|
||||
} catch (e: unknown) {
|
||||
setGenStatus('error')
|
||||
setGenMessage(e instanceof Error ? e.message : 'Generation failed')
|
||||
}
|
||||
setTimeout(() => { setGenStatus('idle'); setGenMessage('') }, 8000)
|
||||
}
|
||||
|
||||
if (loading) return <div className="state-center">Loading…</div>
|
||||
|
||||
return (
|
||||
|
|
@ -191,6 +226,107 @@ export default function SettingsPage() {
|
|||
</p>
|
||||
</div>
|
||||
|
||||
{/* Forecast method */}
|
||||
<div className="card">
|
||||
<div className="card-title">Forecast Method</div>
|
||||
<label style={{ display: 'flex', alignItems: 'center', gap: 10, cursor: 'pointer', fontSize: 13 }}>
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={settings.forecast_method === 'rota'}
|
||||
onChange={e => handleChange('forecast_method', e.target.checked ? 'rota' : 'repeat')}
|
||||
/>
|
||||
Use published rota for near-term forecast (falls back to repeat-pattern automatically)
|
||||
</label>
|
||||
<p style={{ margin: '8px 0 0', fontSize: 12, color: 'var(--text-muted)' }}>
|
||||
When enabled, days with a published rota use its planned cost instead of repeating a prior period.
|
||||
Days without a published rota yet (including a part-built, unpublished one) still fall back to the
|
||||
repeat-pattern forecast, so a not-yet-finished rota can't drag the figure down. When disabled, forecasts
|
||||
always use the repeat-pattern method only, unchanged from before.
|
||||
</p>
|
||||
</div>
|
||||
|
||||
{/* AI Insights */}
|
||||
<div className="card">
|
||||
<div className="card-title" style={{ display: 'flex', alignItems: 'center', gap: 8 }}>
|
||||
<Bot size={16} strokeWidth={1.75} color="var(--gold)" />
|
||||
AI Insights
|
||||
</div>
|
||||
<label style={{ display: 'flex', alignItems: 'center', gap: 10, cursor: 'pointer', fontSize: 13, marginBottom: 12 }}>
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={settings.ai_insights_enabled === 'true'}
|
||||
onChange={e => handleChange('ai_insights_enabled', e.target.checked ? 'true' : 'false')}
|
||||
/>
|
||||
Enable daily AI-generated wage cost briefing
|
||||
</label>
|
||||
|
||||
<p style={{ margin: '0 0 12px', fontSize: 12, color: 'var(--text-muted)' }}>
|
||||
Uses the Anthropic (Claude) API key configured centrally in Portal → Settings → Integrations —
|
||||
not stored per-app here.
|
||||
</p>
|
||||
|
||||
<div style={{ display: 'grid', gap: 12, gridTemplateColumns: 'repeat(auto-fill, minmax(200px, 1fr))', marginBottom: 12 }}>
|
||||
<div>
|
||||
<label style={{ display: 'block', fontSize: 12, fontWeight: 500, marginBottom: 4, color: 'var(--text-muted)' }}>
|
||||
Model
|
||||
</label>
|
||||
<select
|
||||
value={settings.ai_insights_model ?? 'claude-haiku-4-5-20251001'}
|
||||
onChange={e => handleChange('ai_insights_model', e.target.value)}
|
||||
>
|
||||
<option value="claude-haiku-4-5-20251001">Claude Haiku 4.5 (cheapest)</option>
|
||||
<option value="claude-sonnet-4-6">Claude Sonnet 4.6</option>
|
||||
</select>
|
||||
</div>
|
||||
<div>
|
||||
<label style={{ display: 'block', fontSize: 12, fontWeight: 500, marginBottom: 4, color: 'var(--text-muted)' }}>
|
||||
Schedule Time
|
||||
</label>
|
||||
<input
|
||||
type="time"
|
||||
value={settings.ai_insights_schedule_time ?? '07:15'}
|
||||
onChange={e => handleChange('ai_insights_schedule_time', e.target.value)}
|
||||
/>
|
||||
</div>
|
||||
<div>
|
||||
<label style={{ display: 'block', fontSize: 12, fontWeight: 500, marginBottom: 4, color: 'var(--text-muted)' }}>
|
||||
Daily Token Budget
|
||||
</label>
|
||||
<input
|
||||
type="number"
|
||||
min={1000}
|
||||
max={50000}
|
||||
step={1000}
|
||||
value={settings.ai_insights_daily_token_budget ?? '5000'}
|
||||
onChange={e => handleChange('ai_insights_daily_token_budget', e.target.value)}
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div style={{ display: 'flex', gap: 16, flexWrap: 'wrap', alignItems: 'flex-start' }}>
|
||||
<div>
|
||||
<button className="btn btn-secondary" onClick={handleTestConnection} disabled={testStatus === 'testing'}>
|
||||
{testStatus === 'testing' ? 'Testing…' : 'Test Connection'}
|
||||
</button>
|
||||
{testMessage && (
|
||||
<div style={{ marginTop: 4, fontSize: 12, color: testStatus === 'connected' ? '#059669' : '#dc2626' }}>
|
||||
{testMessage}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
<div>
|
||||
<button className="btn btn-primary" onClick={handleGenerateNow} disabled={genStatus === 'generating'}>
|
||||
{genStatus === 'generating' ? 'Generating…' : 'Generate Now'}
|
||||
</button>
|
||||
{genMessage && (
|
||||
<div style={{ marginTop: 4, fontSize: 12, color: genStatus === 'done' ? '#059669' : '#dc2626' }}>
|
||||
{genMessage}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Department filter */}
|
||||
<div className="card">
|
||||
<div style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center', marginBottom: 12 }}>
|
||||
|
|
|
|||
|
|
@ -1,8 +1,9 @@
|
|||
import { useState, useEffect, useCallback } from 'react'
|
||||
import { ChevronLeft, ChevronRight, Download } from 'lucide-react'
|
||||
import { getActuals, getNetSales, getBudgets, getDeptDetail, downloadExport } from '../api'
|
||||
import type { DeptActuals, WageBudget, EmployeeDetail } from '../types'
|
||||
import { getActuals, getScheduled, getNetSales, getBudgets, getDeptDetail, downloadExport } from '../api'
|
||||
import type { DeptActuals, DeptScheduled, ForecastMethod, WageBudget, EmployeeDetail } from '../types'
|
||||
import { DeptDetailModal } from '../components/DeptDetailModal'
|
||||
import { forecastDayCost } from '../lib/forecast'
|
||||
|
||||
function localStr(d: Date): string {
|
||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`
|
||||
|
|
@ -68,6 +69,9 @@ export default function Weekly() {
|
|||
const pyToStr = addDaysStr(fromStr, -364 + daysElapsed)
|
||||
|
||||
const [depts, setDepts] = useState<DeptActuals[]>([])
|
||||
const [scheduled, setScheduled] = useState<DeptScheduled[]>([])
|
||||
const [forecastMethod, setForecastMethod] = useState<ForecastMethod>('repeat')
|
||||
const [includeUnpublished, setIncludeUnpublished] = useState(false)
|
||||
const [netSalesMTD, setNetSalesMTD] = useState(0)
|
||||
const [netSalesFull, setNetSalesFull] = useState(0)
|
||||
const [pySalesMTD, setPySalesMTD] = useState(0)
|
||||
|
|
@ -96,9 +100,10 @@ export default function Weekly() {
|
|||
const monthKeys = Array.from(new Set([monthKeyOf(fromStr), monthKeyOf(toStr)]))
|
||||
const monthRanges = monthKeys.map(monthRangeOf)
|
||||
|
||||
const [actRes, salesRes, budgetRes, pyActRes, monthSalesResList] = await Promise.all([
|
||||
const [actRes, schedRes, salesRes, budgetRes, pyActRes, monthSalesResList] = await Promise.all([
|
||||
// 14-day fetch: prev week + current week so prev-week data is in dep.days for forecast + comparison
|
||||
getActuals(prevWeekFrom, toStr),
|
||||
getScheduled(fromStr, toStr),
|
||||
getNetSales(fromStr, toStr),
|
||||
getBudgets(),
|
||||
getActuals(pyFromStr, pyToStr),
|
||||
|
|
@ -120,8 +125,10 @@ export default function Weekly() {
|
|||
setBudgetsByMonth(budgMap)
|
||||
|
||||
setDepts(actRes.departments)
|
||||
setScheduled(schedRes.departments)
|
||||
setShowOncosts(actRes.show_oncosts)
|
||||
setDeptPcts(actRes.dept_pcts)
|
||||
setForecastMethod(actRes.forecast_method)
|
||||
|
||||
// Net sales: WTD to yesterday for current week, full for past weeks
|
||||
const cutoffDate = isCurrentWk ? yesterdayStr : toStr
|
||||
|
|
@ -198,14 +205,17 @@ export default function Weekly() {
|
|||
.filter(([d]) => d >= fromStr && d <= wtdCutoff)
|
||||
.reduce((s, [, v]) => s + v.cost, 0)
|
||||
|
||||
// Forecast: WTD + prior-week same-day actual for each remaining day
|
||||
// Forecast: WTD + remaining days. When forecast_method is 'rota', remaining days prefer
|
||||
// published rota (or +draft rota if includeUnpublished), falling back to prior-week same-day
|
||||
// actual — see forecastDayCost. When 'repeat' (default), this is unchanged from before: no
|
||||
// scheduled data is passed in, so it always resolves to the prior-week same-day actual.
|
||||
let forecastFull = wtdCost
|
||||
if (isCurrentWeek) {
|
||||
const schedDep = forecastMethod === 'rota' ? scheduled.find(s => s.department_id === dep.department_id) : undefined
|
||||
for (let i = 0; i <= 6; i++) {
|
||||
const dateStr = addDaysStr(fromStr, i)
|
||||
if (dateStr <= yesterdayStr) continue
|
||||
const priorStr = addDaysStr(dateStr, -7) // same day last week — in dep.days (14-day fetch)
|
||||
forecastFull += dep.days[priorStr]?.cost ?? 0
|
||||
forecastFull += forecastDayCost(dateStr, dep.days, schedDep?.days, includeUnpublished).cost
|
||||
}
|
||||
}
|
||||
|
||||
|
|
@ -294,7 +304,18 @@ export default function Weekly() {
|
|||
</div>
|
||||
</div>
|
||||
|
||||
<div className="section-row-label">Full week forecast</div>
|
||||
<div className="section-row-label" style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center' }}>
|
||||
<span>Full week forecast</span>
|
||||
{forecastMethod === 'rota' && (
|
||||
<label
|
||||
style={{ display: 'flex', alignItems: 'center', gap: 8, cursor: 'pointer', fontSize: 12, fontWeight: 400, color: 'var(--text-muted)' }}
|
||||
title="Only affects days with zero published shifts so far — those days use draft rota cost instead of falling back to a repeated estimate. A day with at least one published shift already uses that day's own rota cost (plus draft cost too, if this is checked) — it never blends with, or falls back to, a repeated day."
|
||||
>
|
||||
<input type="checkbox" checked={includeUnpublished} onChange={e => setIncludeUnpublished(e.target.checked)} />
|
||||
Include unpublished shifts in forecast
|
||||
</label>
|
||||
)}
|
||||
</div>
|
||||
<div className="summary-grid" style={{ marginBottom: 20 }}>
|
||||
<div className="summary-card">
|
||||
<div className="label">Forecast Full Week</div>
|
||||
|
|
|
|||
|
|
@ -18,9 +18,16 @@ export interface DeptActuals {
|
|||
export interface DeptScheduled {
|
||||
department_id: string
|
||||
department_name: string
|
||||
days: Record<string, { cost: number; shift_count: number }>
|
||||
days: Record<string, {
|
||||
published_cost: number
|
||||
unpublished_cost: number
|
||||
published_shift_count: number
|
||||
unpublished_shift_count: number
|
||||
}>
|
||||
}
|
||||
|
||||
export type ForecastMethod = 'repeat' | 'rota'
|
||||
|
||||
export interface NetSalesDay {
|
||||
date: string
|
||||
net_sales: number
|
||||
|
|
@ -60,3 +67,13 @@ export interface EmployeeDetail {
|
|||
cost: number
|
||||
shift_count: number
|
||||
}
|
||||
|
||||
export interface AIInsight {
|
||||
id: number
|
||||
generated_at: string
|
||||
content: string
|
||||
model: string
|
||||
input_tokens: number
|
||||
output_tokens: number
|
||||
triggered_by: string
|
||||
}
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue