Commit graph

28 commits

Author SHA1 Message Date
DJP
bc778ce7af P2: Iterative prompting + RFP brief analysis engine
Iterative Prompting:
- Chat box on Match Review tab for natural language refinement
- "re-run under 70%" / "ignore zero volume" / "set all volumes to 1"
- Claude interprets instruction into structured actions
- Actions: rematch_below_threshold, rematch_specific, delete_assets, set_volume
- Re-matches affected assets automatically after refinement
- Chat log shows instruction history

RFP/Brief Analysis:
- New "Brief Analysis" tab between Upload and Match Review
- Extracts: summary, objectives, KPIs, channels, audiences, deliverable categories,
  constraints, timeline, budget, complexity assessment
- Generates prioritized discovery questions (Red/Amber/Green)
- Questions include category, rationale, and priority level
- Stored as JSON in project.brief_analysis field
- Uploaded files now saved to data dir for re-analysis
- Re-analyze button to refresh analysis

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-09 14:15:31 -04:00
DJP
1dcf7c084a P1: Excel SUM formulas + Assumptions & Rates sheet
- 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>
2026-04-09 14:06:46 -04:00
DJP
ecaa5012d9 P1: Frontend profile/tool selector + match feedback loop
- Team Shape tab: profile selector (Conservative/Moderate/Aggressive)
- BTG tool toggles (Pencil, OMG, Creative X, Cortex, Semblance, Share of Model)
- Per-discipline rates shown inline with combined profile+tool percentages
- Efficiency % column in table showing rate per role
- Flat rate fallback still available (10/25/50/75/90%)
- Match feedback endpoint: POST /matches/{id}/feedback (confirm/reject)
- Feedback learning: confirmed matches stored, checked before AI calls
- Known matches applied instantly (no API call, $0 cost)
- Remaining unknowns sent to Claude as before

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-09 14:04:49 -04:00
DJP
0aacb2bb4c Merge branch 'main' of bitbucket.org:zlalani/gmal-scope-builder 2026-04-09 13:48:46 -04:00
DJP
82046c784c P1: Role-specific efficiency profiles + BTG tool efficiencies
Backend:
- New models: MatchFeedback, EfficiencyProfile, EfficiencyRate, ToolEfficiency, ToolEfficiencyRate
- 3 preset profiles seeded: Conservative, Moderate, Aggressive with per-discipline rates
- 6 BTG tools seeded: Pencil, OMG, Creative X, Cortex, Semblance, Share of Model
- Efficiency API: CRUD for profiles and tools at /api/efficiency/
- team_shape.py: accepts profile_rates + tool_rates (per-discipline, additive, capped at 90%)
- team-shape endpoint: accepts profile_id and tool_ids query params
- Programme roles always exempt regardless of method

Example: Moderate profile + Creative X + Pencil → Account Mgmt 10%, Creative 70%, Production 65%

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-09 13:48:30 -04:00
Vadym Samoilenko
4ed072105f Add GMAL standard caveats to ratecard Excel export
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>
2026-03-31 19:31:10 +01:00
Vadym Samoilenko
de150f3b57 Add caveats row to Ratecard Summary sheet in Excel export
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>
2026-03-31 18:00:29 +01:00
Vadym Samoilenko
8b01213be6 Skip extracted assets with zero or negative volume
Assets with quantity 0 are meaningless downstream (produce 0 ratecard hours)
and clutter the review stage — filter them out at parse time.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 20:18:06 +01:00
Vadym Samoilenko
83bb8f8fa2 Fix redirect URI trailing slash to match Azure AD registration
Azure AD has /gsb/ registered, msalConfig had /gsb without slash.
AADSTS50011 error due to mismatch.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 11:21:46 +01:00
Vadym Samoilenko
b7db37828b Fix 401: send ID token instead of Graph access token
Access tokens for User.Read scope have audience=graph.microsoft.com,
but the backend validates audience=CLIENT_ID. ID tokens always have
audience=CLIENT_ID so they validate correctly.

Also add upn claim fallback for email extraction from ID token.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 11:16:44 +01:00
Vadym Samoilenko
4b4e48be01 Fix logout for MSAL v5: use clearCache() for app-only sign out
onRedirectNavigate was removed from EndSessionRequest in msal-browser v3+.
clearCache() clears local tokens without redirecting to Microsoft logout.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 11:14:06 +01:00
Vadym Samoilenko
dbbef4972b Fix blocking JWKS fetch causing 504s + app-only logout
- auth.py: replace synchronous httpx.get (blocked event loop) with
  async httpx.AsyncClient; add key-rotation refresh on unknown kid
- App.tsx: use onRedirectNavigate: false so Sign out clears only the
  local MSAL session without redirecting to Microsoft logout endpoint

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 11:11:46 +01:00
Vadym Samoilenko
9596f4231e Fix 504 timeouts on upload/match and broken exports
- Move AI parsing and matching into BackgroundTasks so both endpoints
  return immediately instead of blocking until Claude finishes (~60s+)
- Frontend now polls project status after upload/match POST returns,
  keeping the spinner/progress UI working as before
- Replace <a href> export links with programmatic Axios downloads to fix
  missing /gsb base path and missing auth token (401 in production)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 10:57:34 +01:00
DJP
b5a21764d8 Merge server changes (SSO, /gsb base path) + add proxy timeout 2026-03-28 17:06:39 -04:00
DJP
7bb3679afb Increase Vite proxy timeout to 5min for long AI calls
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 17:04:37 -04:00
Vadym Samoilenko
c18927f7ab Add vite/client types for import.meta.env support
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-28 20:23:08 +00:00
Vadym Samoilenko
c37e6888e2 Add DEV_AUTH_BYPASS env var to skip SSO in local dev
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-28 20:19:22 +00:00
Vadym Samoilenko
c47bf46faa Make data/ path configurable; preserve on frontend redeploy
- docker-compose: DATA_DIR env var controls data volume mount
  (defaults to ./data for local, /var/www/html/gmal-scope-builder/data on server)
- deploy.sh: resolve DATA_DIR from .env, default to persistent web dir
- deploy.sh: rm only frontend files from WEB_DIR, preserve data/ subdir
- .env.example: document DATA_DIR variable

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-28 19:03:38 +00:00
Vadym Samoilenko
53a18d0d62 Add deploy.sh + fix TS build errors
- Idempotent deploy script: git pull, docker build, frontend build via
  Node:20 Docker container, static file copy, Apache config block, reload
- Pre-flight checks for .env required vars
- Fix MSAL cache config (remove storeAuthStateInCookie)
- Fix GmalEditor.tsx undefined→null coercion for ai_efficiency_pct
- Update .env.example with Azure vars

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-28 19:01:14 +00:00
Vadym Samoilenko
b2812593ae Add Azure SSO + production deployment config
- MSAL.js (PKCE) browser-side auth against Azure Entra ID
- Bearer token interceptor on all API calls
- Backend JWT validation middleware (python-jose + JWKS)
- All API routes protected; /api/health stays public
- vite base set to /gsb/, BrowserRouter basename=/gsb
- docker-compose: remove frontend service, lock backend to 127.0.0.1:8002, remove dev volumes
- backend: 2 workers, no --reload

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-28 18:51:18 +00:00
DJP
9b0660c5b4 Add README with deployment guide + fresh DB dump
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 10:42:19 -04:00
DJP
1c3f6fe78f Add AI/Automation efficiency adjustment for team shape
- 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>
2026-03-28 10:36:44 -04:00
DJP
a1bbd330c6 AI-enhanced GMAL descriptions + matching fixes
- New ai_descriptions service: generates rich brief-friendly descriptions
  per GMAL asset via Claude, grouped by category (135/243 generated)
- Descriptions include client synonyms, inclusions/exclusions, use cases,
  channel/format info, complexity differentiators
- GMAL Browser shows AI descriptions with green/amber status indicators
- GMAL Editor: editable AI descriptions, per-asset regenerate, batch generate all
- Matching catalog now includes AI descriptions for better semantic matching
- Fixed ORM session expiry bug: snapshot asset data before batch commits
- Fixed enum issue: removed unused UPLOADING/EXTRACTING statuses
- Added app-level logging (basicConfig) so service logs show in docker
- YOLO now batches 20 selections in parallel
- Matching returns 1 best match by default, extras only within 5% of top

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 10:12:04 -04:00
DJP
0a5b552ad2 Add Team Shape calculator (Phase 2) with FTE per role
- 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>
2026-03-27 19:32:34 -04:00
DJP
26d3435be0 Improve matching, upload UX, collapse fix, full catalog approach
- Upload now shows live stage progress (uploading -> extracting -> AI parsing -> done)
- Fix match group collapse: proper React state instead of DOM manipulation
- Replace pre-filter with full GMAL catalog sent to Claude (~3k tokens, <$0.01)
  - FTS and keyword matching missed too many semantic matches
  - Claude now sees all 243 assets and uses semantic understanding
- Improved system prompt with terminology bridges for better scoring
- Per-project AI cost tracking persisted to DB
- Parallel matching with cancel support
- Auto-select matches >= 80%, YOLO button for rest
- Debug panel for AI call inspection

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-27 19:22:08 -04:00
DJP
23f3eaf3c8 Merge remote and resolve .gitignore conflict 2026-03-27 17:36:10 -04:00
DJP
e18976fdb2 Initial commit - GMAL Scope Builder
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>
2026-03-27 17:35:14 -04:00
Dave Porter
06ee059213 Initial commit 2026-03-27 20:20:56 +00:00