The ratecard summary tab now includes:
- Tier row (showing client_tier A/B/C per asset column) below the header
- Match Summary row (per-match caveat text) — split from combined caveats
- GMAL Standard Caveats row — split from combined caveats
Match summary and GMAL standard caveats were previously merged into a
single row, which made it hard to tell what came from the AI match vs
the standard GMAL clause. Splitting them surfaces both clearly.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Ratecard lines now store total_hours as per-1-asset hours (= base_hours,
linked to the GMAL row), with volume tracked separately. Aggregators
(team_shape, ratecard summary, Excel matrix, in-app ratecard tab) multiply
by volume themselves when computing total effort. Display behavior is
preserved; storage semantics are clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Brief Analysis now accepts pasted text OR uploaded file
- Textarea for typing/pasting brief directly (no upload required)
- Re-analyze button returns to input screen
- Team Shape Excel sheets now use formulas:
- FTE = Hours/1800 (formula)
- Adjusted Hours = Original * (1-eff%) (formula)
- Hours Saved = Original - Adjusted (formula)
- Headcount = IF/CEILING formula
- Base team shape also uses FTE + headcount formulas
- All sheets are now formula-driven, Finance can edit hours and see recalculation
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Ratecard Summary: Total Hours column now uses =SUM() formulas
- Grand total row uses =SUM() formulas per column
- New "Assumptions & Rates" sheet with editable inputs:
- Global: Hours per FTE, Margin %, Overhead %
- Per-role: Day Rate (£), Annual Salary (£)
- Yellow highlighted input cells for Finance to edit
- Foundation for full formula-linked financial model
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Ratecard Summary caveats row now combines AI match caveats with the
original GMAL asset caveats (labelled "GMAL Standard Caveats:") below.
Asset Detail sheet splits these into two separate columns.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Inserts an "Assumptions / Caveats" row (row 2) in the Ratecard Summary
sheet so users can see each asset's AI-matched caveats without switching
to the Asset Detail tab. Uses the same amber colour scheme as the PDF report.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Efficiency preview: toggle 10/25/50/75/90% to see adjusted FTE live
- Programme roles NOT reduced (they don't scale with AI)
- Excel export: select multiple efficiency levels, each gets its own tab
showing original vs adjusted hours/FTE/headcount with hours saved
- Export buttons on both Ratecard and Team Shape tabs
- team_shape service accepts efficiency_pct parameter
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Team shape service: total_hours / 1800 = FTE per role
- Programme roles (6) flagged separately from delivery roles
- New API endpoint GET /projects/{id}/team-shape
- Team Shape tab in frontend with summary stats and role breakdown
- Sheet 3 "Team Shape" in Excel export with discipline grouping,
delivery vs programme split, FTE, rounded headcount, and summary
- Full GMAL catalog matching (replaced pre-filter with compact catalog)
- Upload progress stages with live polling
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Dockerized web app (FastAPI + React + PostgreSQL) for scoping client ratecards
against the GMAL master asset database. Features:
- GMAL data ingestion from Excel (390 assets, 120 roles, 5 model types)
- AI-powered document parsing and asset extraction (Claude Opus 4.6)
- AI matching engine with parallel batching, confidence scoring, caveats
- Ratecard builder with hours x volume calculation
- Excel and PDF export
- GMAL browser and inline editor
- AI cost tracking per project (persisted to DB)
- Debug panel for AI call inspection
- Dark theme UI with gold (#FFC407) accent
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
