AI-powered portfolio intelligence platform with multi-view roadmaps, financial coordination, and governance.
Kogvantage unifies project roadmap visualization, financial tracking, governance oversight, and AI-powered analytics into a single web application. Built with Next.js 15, React 19, and Claude AI.
Switch between two visualization modes of the same portfolio data:
- Gantt View — Custom SVG timeline with 5 zoom levels (Day to Year), drag-and-drop task management, resize handles, Bezier dependency curves, and progress indicators
- Subway Map View — Metro-style visualization with routes, lanes, stations (6 marker shapes), sublane merge paths, multi-level hover dimming, and interactive legend filtering
- Import SAP timesheets (CATS), actuals (FI), labour rates, and resources from CSV
- P&L dashboard with Budget / Forecast / Actual / Variance by workstream
- Variance detection engine (commitment, effort, cost, schedule) with severity alerts
- CAPEX/OPEX tracking and resource capacity planning
- Portfolio analysis chat with project context
- WBS generation from plain-text descriptions
- Variance narrative — AI explains alerts in plain English
- Budget forecasting from burn rate trends
- Stakeholder report drafting
- Natural language data querying
- RBAC with 6 roles (Admin, Portfolio Manager, Project Manager, Financial Controller, Stakeholder, Viewer)
- Codeword system — encrypted name/date/financial masking per role
- AES-256-GCM encryption for sensitive values
- Date shifting for confidential timelines
8 SKILL.md files for Claude Code automation:
- Universal data pack ingestion
- Timesheet, actuals, labour rate, resource imports
- Portfolio analysis and WBS generation
- Governance template processing
| Layer | Technology |
|---|---|
| Framework | Next.js 15 (App Router) |
| UI | React 19, TypeScript 5.9, Tailwind CSS 4 |
| Database | SQLite (OLTP) + DuckDB (OLAP analytics) |
| AI | Claude Sonnet via @anthropic-ai/sdk |
| Auth | Auth.js (NextAuth v5) |
| API | tRPC 11 (type-safe) |
| State | Zustand + React Query |
| Deployment | Docker + Caddy on VPS |
- Node.js 20+
- npm 10+
git clone https://github.com/rjsmegmpdc/Kogvantage.git
cd Kogvantage
npm install
npm run devCreate a .env.local file:
ANTHROPIC_API_KEY=your-claude-api-key
NEXTAUTH_SECRET=your-random-secret
NEXTAUTH_URL=http://localhost:3000
DATA_DIR=./dataKogvantage/
├── .claude/skills/ # 8 Cowork automation skills
├── src/
│ ├── app/ # Next.js App Router pages
│ │ ├── api/trpc/ # tRPC API handler
│ │ └── page.tsx # Main dashboard
│ ├── components/
│ │ ├── Gantt/ # GanttView, TaskBars, TimelineHeader, DependencyLines
│ │ ├── Subway/ # SubwayView, SubwayCanvas, StationMarker, modals, legend
│ │ ├── AI/ # AssistantPanel (Claude chat)
│ │ └── Financial/ # CoordinatorDashboard, DataImport, VarianceAlerts
│ ├── server/
│ │ ├── db/sqlite.ts # SQLite schema (25 tables)
│ │ ├── trpc/ # Type-safe API routes
│ │ ├── services/
│ │ │ ├── ai/ # ClaudeService
│ │ │ └── coordinator/ # Financial import services
│ │ └── types/ # Core, RBAC, codeword types
│ ├── lib/adapters/ # Gantt + Subway data adapters
│ ├── constants/ # Gantt zoom config, Subway layout config
│ └── styles/ # Tailwind + CSS variables (dark/light/system)
├── templates/ # 13 CSV import templates
├── tests/fixtures/ # Sample projects, resources, tasks
├── docs/ # PRD, Implementation Plan
└── docker/ # Dockerfile, docker-compose, Caddyfile
25 tables organized by domain:
| Domain | Tables |
|---|---|
| Core | projects, epics, tasks, features, dependencies, station_types |
| Calendar | calendar_years, calendar_months, public_holidays |
| Financial | raw_timesheets, raw_actuals, raw_labour_rates, financial_resources, resource_commitments, feature_allocations, financial_workstreams, project_financial_detail, variance_thresholds, variance_alerts, finance_ledger_entries |
| Integration | ado_config, integration_configs |
| Security | users, codewords |
| Governance | governance_templates |
| System | app_settings, audit_events |
cd docker
cp ../.env.local .env
docker-compose up -dCaddy auto-provisions HTTPS. Update Caddyfile with your domain:
kogvantage.yourdomain.com {
reverse_proxy app:3000
}
VPS Requirements: 2+ vCPU, 4+ GB RAM, 40+ GB SSD
npm run dev # Start dev server (Turbopack)
npm run build # Production build
npm run start # Start production server
npm run lint # ESLint
npm run format # Prettier
npm run typecheck # TypeScript validation
npm run test # Vitest unit tests
npm run test:e2e # Playwright E2E tests
npm run db:migrate # Run database migrations
npm run db:seed # Seed sample dataKogvantage was created by consolidating three existing projects:
- Electron-Roadmap — Enterprise financial coordinator, ADO integration, SQLite data layer
- Gemini-Roadmap — AI-powered Gantt visualization, stakeholder reporting
- Subway-Roadmap — Metro-style interactive roadmap visualization
The best features from each were unified into a single platform with a shared data model, modern Next.js architecture, and Claude AI integration.
| Phase | Status | Description |
|---|---|---|
| Scaffold + Data Layer | Done | Next.js 15, SQLite, types, Docker |
| Gantt View | Done | 4 SVG components, zoom/drag/dependencies |
| Subway View | Done | 7 components, shapes/lanes/merge paths |
| Financial Coordinator | Done | 5 import services, dashboard, alerts |
| AI Integration | Done | Claude chat, WBS gen, variance analysis |
| Onboarding Wizard | Planned | 8-step guided setup |
| Universal Data Ingestion | Planned | AI-powered "drop anything" import |
| Governance Templates | Planned | Org template analysis + report gen |
| Codeword System UI | Planned | Sensitive data protection interface |
| API Integrations | Planned | ADO, Jira, ServiceNow connectors |
| Documentation + Tests | Planned | 9 doc files, E2E tests, CI/CD |
Private — All rights reserved.
RJ Harkness — @rjsmegmpdc
Built with Claude Code