Gantt & Scheduler Feature Plan

This document crossmatches the desired Scheduler, Gantt, and shared planning-platform feature list against the current implementation in packages/enterprise/plugins/gantt.

Status:

• Existing ✅ - implemented now.
• Partial ☑️ - foundation exists, but product/API/UX work is still needed.
• Planned 🚧 - roadmap item.

Built-in Toolbar Excel Export Button

Goal: expose Excel export directly in the packaged Gantt toolbar as an icon button so applications using defineGanttToolbar() do not need a custom command just to export task grid data.

MS Project comparison: Microsoft Project exposes project-to-Excel export as a first-class command. Project for the web places "Export to Excel" in the project menu, and Project desktop exports through File > Export with an Excel workbook target and mapping flow. RevoGrid keeps the command in the toolbar and delegates mapping to the existing Pro Excel export pipeline.

RevoGrid behavior: the built-in toolbar renders an "Export to Excel" icon button by default. Activating it dispatches the existing Pro export-excel event via exportGanttExcel(), using the current Gantt project name as the default sheet name.

API/config: GanttToolbarControls gains export?: boolean for the export group and exportExcel?: boolean for the Excel button. Both default to visible, matching other toolbar command groups.

Interactions: the button is a regular toolbar button with an icon, title, and accessible label. It does not mutate Gantt data and relies on ExportExcelPlugin listeners already installed on the grid to produce the workbook.

Rendering/data model notes: the export command works with current grid data and columns through the Pro Excel export plugin. Timeline image export and MS Project-style field mapping remain separate, planned specializations.

Edge cases: if no Excel export plugin is installed, the event is still dispatched for application-level listeners, but no file is produced by the packaged Pro plugin path.

Tests:

• Unit: verify the toolbar renders the Excel export button and dispatches the Pro Excel event with Gantt defaults.
• E2E: not required for this narrow toolbar wiring; full browser export download coverage belongs with the Excel export plugin.

Scheduler

Resource planning for teams, equipment, rooms, vehicles, and operations.

Feature group	Feature	Status	Notes
Timeline views	Resource timeline view	✅	Resource planning mode renders resource rows with load bars.
Timeline views	Day / week / month / custom range views	✅	Built-in timeline levels include day-week, week-month, month-quarter, quarter-year, year-quarter, and multi-year-quarter; custom zoom levels are configurable.
Timeline views	Horizontal scheduling mode	✅	Current resource planning and Gantt timeline are horizontal.
Timeline views	Vertical scheduling mode	🚧	Needs dedicated Scheduler layout.
Resource management	Resource scheduling	☑️	Resources, assignments, capacity, and calendars exist; dedicated events/bookings/jobs model is planned.
Resource management	Multi-resource assignment	✅	Multiple resources can be assigned to a task.
Resource management	Resource grouping	🚧	Resource filtering exists, but grouping UI/API is planned.
Resource management	Nested resource trees	🚧	Needs resource hierarchy model/projection.
Event editing	Drag-and-drop event creation	☑️	Task drag-create exists; Scheduler event creation is planned.
Event editing	Drag-and-drop event moving	☑️	Task bar moving exists; Scheduler event moving is planned.
Event editing	Event resizing	☑️	Task resizing exists; Scheduler event resizing is planned.
Event editing	Event splitting	☑️	Task split ranges exist; Scheduler event split UX is planned.
Event editing	Event merging	🚧	Not implemented.
Event layout	Overlapping event layout	🚧	Needs Scheduler event layout engine.
Event layout	Stack / pack / overlap display modes	🚧	Needs configurable event display modes.
Editing modes	Read-only mode	✅	gantt.readOnly blocks packaged task, dependency, and assignment mutation services.
Editing modes	Editable mode	☑️	Task editing exists; Scheduler event editing is planned.
Calendars	Custom working hours	☑️	Calendars support working days, holidays, and hours/day; intraday hours are planned.
Calendars	Non-working time highlighting	✅	Timeline can shade non-working time.
Calendars	Timezone support	✅	Project and calendars carry IANA time zones.
Recurrence	Recurring events	🚧	Not implemented.
Recurrence	Event exceptions	🚧	Not implemented.
Validation	Event validation hooks	☑️	Cancelable before-change hooks exist for tasks, dependencies, and assignments. Event-specific hooks are planned.
Validation	Conflict detection	☑️	Resource over-allocation and scheduling diagnostics exist; booking conflict rules are planned.
Validation	Capacity warnings	✅	Resource planning supports capacity and over-allocation display.
Validation	Availability rules	☑️	Resource calendars exist; richer availability rules are planned.
Validation	Locked events	☑️	Gantt tasks support locked; Scheduler event locks remain planned.
Rendering	Custom event templates	☑️	Task renderer hooks exist; Scheduler event renderer API is planned.
Rendering	Custom resource rows	☑️	Resource row projection exists; public custom resource row API is planned.
Rendering	Custom timeline headers	✅	Timeline zoom/header configuration exists.
Rendering	Tooltips and popovers	☑️	Task tooltip hook and Gantt task detail popover model exist; richer Scheduler popovers are planned.
Grid UX	Inline editing	✅	Grid edits update task data.
Grid UX	Keyboard navigation	☑️	RevoGrid foundation exists; Scheduler-specific keyboard workflows are planned.
Grid UX	Copy / paste	☑️	RevoGrid foundation exists; Scheduler-specific behavior is planned.
Grid UX	Undo / redo	✅	Gantt integrates with history snapshots.
Grid UX	Filtering and search	✅	Tree-aware Gantt search exists.
Performance	Virtual scrolling for large datasets	☑️	RevoGrid virtualization exists; Scheduler-specific data windowing is planned.
Performance	Lazy loading by date range	🚧	Not implemented.
Export	Excel export	✅	Supported through RevoGrid Pro ExportExcelPlugin for grid data. Timeline-image/workbook specialization can be added later.
Export	Excel import	✅	Supported through RevoGrid Pro ExportExcelPlugin; Gantt-specific project mapping can be added later.
Export	CSV export	✅	Supported through RevoGrid core ExportFilePlugin when grid exporting is enabled.
Export	PDF export	☑️	Print-oriented reporting recipe exists; timeline/PDF layout export is not provided by the current grid export plugins.

Gantt

Project planning with task hierarchy, dependencies, milestones, baselines, calendars, resources, and scheduling logic.

Feature group	Feature	Status	Notes
Task model	Task tree / work breakdown structure	✅	Tasks use parentId and wbsCode.
Task model	Summary tasks	✅	Summary task type and parent rollups exist.
Task model	Regular tasks	✅	Standard task type exists.
Task model	Milestones	✅	Milestone task type exists.
Task model	Collapsible task groups	✅	Tree plugin integration exists.
Task model	Parent-child rollups	✅	Schedule and cost rollups exist.
Dependencies	Finish-to-Start	✅	Supported dependency type.
Dependencies	Start-to-Start	✅	Supported dependency type.
Dependencies	Finish-to-Finish	✅	Supported dependency type.
Dependencies	Start-to-Finish	✅	Supported dependency type.
Dependencies	Lead and lag time	✅	Positive lag and negative lead are supported.
Dependencies	Dependency validation	✅	Validation and diagnostics exist.
Dependencies	Move task dependencies	✅	Dependency drag/link editing exists.
Scheduling	Auto-scheduling	✅	Dependency-aware recalculation exists.
Scheduling	Manual scheduling	✅	Manual tasks preserve authored dates and can warn.
Scheduling	Forward scheduling	✅	Project-start scheduling exists.
Scheduling	Backward scheduling	✅	Project-finish scheduling exists.
Scheduling	Task constraints	✅	Start/finish no-earlier/no-later and must-start/must-finish constraints exist.
Scheduling	Deadline markers	✅	Deadline fields and indicators exist.
Scheduling	Duration calculation	✅	Calendar-aware duration logic exists.
Scheduling	Start / finish date calculation	✅	Engine computes effective dates.
Scheduling	Task splitting	✅	Split ranges affect date math and rendering.
Critical path	Critical path	✅	Critical path calculation and highlighting exist.
Critical path	Total slack	✅	totalSlackDays is projected.
Critical path	Free slack	🚧	Separate free-slack field is not implemented.
Baselines	Baselines	✅	Baseline snapshots and baseline bars exist.
Baselines	Baseline variance	✅	Start, finish, duration, and progress variance fields exist.
Progress	Percent complete	✅	Progress field and editing exist.
Progress	Progress tracking	✅	Actual dates, remaining duration, and progress-aware scheduling exist.
Calendars	Project calendar	✅	Primary project calendar exists.
Calendars	Task calendar	✅	Tasks reference calendars.
Calendars	Resource calendar	✅	Resources reference calendars.
Calendars	Working / non-working days	✅	Calendar working weekdays exist.
Calendars	Holidays	✅	Calendar holidays exist.
Resources	Resource assignment	✅	Assignment model exists.
Resources	Resource workload view	✅	Resource planning mode exists.
Resources	Resource utilization	✅	Load summaries and capacity display exist.
Resources	Over-allocation warnings	✅	Resource allocation diagnostics exist.
Cost	Cost fields	✅	Explicit and calculated costs exist.
Customization	Custom task fields	☑️	Rows can carry custom data; formal custom field schema is planned.
Customization	Custom columns	☑️	RevoGrid column foundation and packaged Gantt column presets exist; broader custom-column API is planned.
Editing	Inline grid editing	✅	Grid edits patch task fields.
Editing	Drag task bars	✅	Task bar drag exists.
Editing	Resize task bars	✅	Task bar resize exists.
Editing	Progress drag/edit	✅	Progress interaction exists.
Timeline	Zoom levels	✅	Preset and custom zoom exist.
Timeline	Timeline markers	✅	Time ranges, project line, today line, milestone lines, and task markers exist.
Timeline	Today line	✅	Today line is supported.
Selection	Multi-selection	☑️	RevoGrid selection exists; multi-task Gantt operations are planned.
Keyboard	Keyboard navigation	☑️	RevoGrid foundation exists; Gantt-specific shortcuts are planned.
History	Undo / redo	✅	Gantt history snapshots exist.
Import/export	Grid import / export	✅	CSV export is available in RevoGrid core; Excel import/export is available in RevoGrid Pro, with Gantt toolbar action helpers.
Import/export	Gantt project import / export	✅	Typed project snapshots include clone/export/parse JSON helpers, REST/GraphQL adapter examples, and a PostgreSQL persistence recipe; broader project-file adapters are planned.
Import/export	MS Project-style compatibility layer	🚧	🚧.
Performance	Large project virtualization	☑️	RevoGrid virtualization exists; Gantt-specific server/window model is planned.
Performance	Server-side loading for enterprise datasets	🚧	Not implemented.

Shared RevoGrid Planning Platform

Built on the same high-performance grid engine and scheduling foundation.

Feature group	Feature	Status	Notes
Data model	Tasks	✅	TaskEntity.
Data model	Events	🚧	Scheduler event entity is planned.
Data model	Resources	✅	ResourceEntity.
Data model	Assignments	✅	AssignmentEntity.
Data model	Dependencies	✅	DependencyEntity.
Data model	Calendars	✅	CalendarEntity.
Data model	Baselines	✅	BaselineSnapshot.
Data model	Time ranges	✅	Timeline visual ranges exist.
Data model	Constraints	✅	Task constraints exist.
Data model	Custom metadata	☑️	Tags/notes and row extensibility exist; typed metadata schema is planned.
Data model	Custom field schemas	🚧	Not implemented.
Data model	Typed data models	✅	Typed config, entities, events, and projected rows exist.
Data model	Framework-agnostic core	✅	Engine/projection/core are framework-independent TypeScript modules.
Scheduling engine	Calendar-aware date calculation	✅	Implemented.
Scheduling engine	Dependency-aware recalculation	✅	Implemented.
Scheduling engine	Forward scheduling	✅	Implemented.
Scheduling engine	Backward scheduling	✅	Implemented.
Scheduling engine	Manual vs automatic scheduling	✅	Implemented.
Scheduling engine	Constraint handling	✅	Implemented.
Scheduling engine	Critical path calculation	✅	Implemented.
Scheduling engine	Resource conflict detection	✅	Implemented as resource over-allocation diagnostics.
Scheduling engine	Configurable validation rules	☑️	Policy options and cancelable hooks exist; rule registry is planned.
Scheduling engine	Transaction-based updates	☑️	Mutation services exist; public transaction API is planned.
Scheduling engine	Batch recalculation	✅	Engine recalculates resolved project snapshots.
Scheduling engine	Deterministic scheduling results	✅	Implemented.
Grid foundation	RevoGrid-powered left-side grid	✅	Gantt projects rows and columns into RevoGrid.
Grid foundation	Virtualized rows and columns	✅	RevoGrid foundation.
Grid foundation	Frozen columns	✅	RevoGrid/Pro foundation.
Grid foundation	Column grouping	✅	RevoGrid foundation.
Grid foundation	Column resizing	✅	RevoGrid foundation.
Grid foundation	Column reordering	✅	RevoGrid foundation.
Grid foundation	Custom cell renderers	✅	RevoGrid templates and Gantt bar hooks.
Grid foundation	Custom editors	☑️	RevoGrid editor foundation exists; Gantt editor forms are planned.
Grid foundation	Tree data	✅	Tree plugin integration.
Grid foundation	Row grouping	☑️	RevoGrid/Pro foundation exists; Gantt-specific row grouping is planned.
Grid foundation	Sorting	☑️	RevoGrid foundation exists; scheduler-safe sorting policy is planned.
Grid foundation	Filtering	✅	Gantt search and RevoGrid filtering foundation.
Grid foundation	Selection	✅	RevoGrid foundation.
Grid foundation	Clipboard	✅	RevoGrid/Pro foundation.
Grid foundation	Keyboard navigation	✅	RevoGrid foundation.
Grid foundation	Theming	✅	Gantt SCSS and RevoGrid theming foundation.
Grid foundation	Plugin architecture	✅	Gantt composes feature tools and Pro plugins.
Enterprise performance	Virtual rendering	✅	RevoGrid foundation.
Enterprise performance	Large dataset support	☑️	Rendering foundation exists; server/window data model is planned.
Enterprise performance	Lazy loading	🚧	Not implemented.
Enterprise performance	Date-range loading	🚧	Not implemented.
Enterprise performance	Viewport-aware loading	🚧	Not implemented.
Enterprise performance	Server-side data model	🚧	Not implemented.
Enterprise performance	Incremental updates	☑️	Local mutation services exist; remote incremental sync is planned.
Enterprise performance	Real-time updates	🚧	Not implemented.
Enterprise performance	Optimistic updates	🚧	Not implemented.
Enterprise performance	WebSocket-ready data flow	🚧	Not implemented.
Enterprise performance	Batched mutations	☑️	Controlled local mutations exist; explicit batch API is planned.
Enterprise performance	Minimal re-rendering	☑️	Grid sync update modes exist.
Framework support	React	✅	Gantt demos/components exist.
Framework support	Vue	✅	Gantt demos/components exist.
Framework support	Angular	✅	Gantt demos/components exist.
Framework support	Svelte	☑️	Svelte usage example exists; packaged wrapper/API docs are planned.
Extensibility	Custom task renderer	✅	Task bar color/content/tooltip hooks.
Extensibility	Custom event renderer	🚧	Requires Scheduler event model.
Extensibility	Custom dependency renderer	☑️	Dependency layer exists; public renderer hook is planned.
Extensibility	Custom tooltip renderer	✅	Task tooltip hook exists.
Extensibility	Custom editor forms	☑️	Task editor form schema and submit normalization helper exist; packaged UI components are planned.
Extensibility	Custom validation	☑️	Cancelable before-change events and validation recipe examples exist; validation registry is planned.
Extensibility	Custom scheduling rules	🚧	🚧.
Extensibility	Custom calendars	✅	Calendar entities are configurable.
Extensibility	Custom export pipeline	☑️	Gantt Excel row mapping, toolbar export actions, and print recipe exist; full pipeline hooks are planned.
Extensibility	Custom context menu	✅	Gantt prepends default actions through RevoGrid Pro ContextMenuPlugin while preserving custom grid.contextMenu items.
Extensibility	Plugin API	✅	Gantt plugin and feature-tool architecture exist.
Extensibility	Event lifecycle hooks	✅	Before-change and interaction events exist.
Extensibility	Typed API	✅	Typed config/entities/events exist.
Collaboration	Optimistic editing	🚧	🚧.
Collaboration	Conflict resolution hooks	🚧	🚧.
Collaboration	Change history	✅	History integration exists.
Collaboration	Audit log support	🚧	🚧.
Collaboration	User presence markers	🚧	🚧.
Collaboration	Comments on tasks/events	🚧	🚧.
Collaboration	Locking / checkout mode	☑️	Gantt task locked prevents packaged task mutation paths; broader checkout workflows are planned.
Collaboration	Role-based editability	☑️	Role/permission helpers exist for before-change hooks; packaged policy wiring is planned.
Collaboration	Read-only views	✅	gantt.readOnly blocks packaged task, dependency, and assignment mutations.
Collaboration	Approval workflow hooks	🚧	🚧.
Export and integration	CSV export	✅	RevoGrid core ExportFilePlugin exports visible grid data as CSV.
Export and integration	Excel export	✅	RevoGrid Pro ExportExcelPlugin exports grid data to .xlsx.
Export and integration	Excel import	✅	RevoGrid Pro ExportExcelPlugin imports .xlsx/.xls into the grid.
Export and integration	PDF export	☑️	Print-oriented reporting recipe exists; native PDF export is not implemented by core/Pro/Gantt export plugins.
Export and integration	PNG export	🚧	Not implemented by core/Pro/Gantt export plugins.
Export and integration	JSON import/export	✅	Gantt core exports clone/export/parse helpers for typed project snapshots.
Export and integration	iCalendar support for Scheduler	🚧	🚧.
Export and integration	MS Project-style import/export layer	🚧	🚧.
Export and integration	REST API integration	☑️	Project snapshot REST adapter example exists; production backend templates are planned.
Export and integration	GraphQL integration	☑️	Project snapshot GraphQL adapter example exists; production backend templates are planned.
Export and integration	Server-side adapter examples	☑️	REST, GraphQL, and PostgreSQL/Supabase-style examples exist; Firebase and server-window examples are planned.
Export and integration	Supabase / Firebase / PostgreSQL examples	☑️	PostgreSQL SQL builders and Supabase-style adapter exist; Firebase example is planned.
Export and integration	Headless scheduling engine mode	☑️	Engine is framework-independent; public headless API/package is planned.

Current Extra Strengths Beyond The Initial List

Area	Feature	Status
Scheduling	Backward/project-finish scheduling	✅
Scheduling	Resource leveling modes: off, warn, auto	✅
Scheduling	Slack-bound resource leveling	✅
Scheduling	Progress-aware remaining-duration scheduling	✅
Scheduling	Fixed-duration, fixed-work, and fixed-units effort modes	✅
Diagnostics	Scheduler warnings projected into row data	✅
Diagnostics	Dependency validation summary helper	✅
Diagnostics	Resource over-allocation summary helper	✅
Dependencies	Predecessor/successor text parser and formatter	✅
Timeline	Custom milestone flag lines	✅
Timeline	Custom task marker hook	✅
Timeline	Custom task bar color/content/tooltip hooks	✅
Toolbar	Baseline capture, critical-path toggle, and timeline navigation actions	✅
Rendering	Read-only and locked-task indicator metadata	✅
Cost	Assignment-derived cost and parent cost rollups	✅
History	Structural undo/redo for task hierarchy and dependencies	✅
Search	Tree-aware search preserving ancestors and descendants	✅

Roadmap Summary

Priority area	🚧 work
Scheduler product layer	Event model, booking/job/shift terminology, dedicated views, recurrence, exceptions, vertical mode, event layout modes, Scheduler-specific renderers and validation.
Enterprise data	Lazy loading, date-range loading, viewport-aware loading, server-side model, real-time adapters, optimistic updates, WebSocket-ready data flow.
Collaboration	Presence, comments, audit logs, role-based editability, locking/check-out, conflict resolution, approval hooks.
Import/export	Native PDF/PNG export, iCalendar, MS Project-style compatibility layer. CSV export and Excel import/export already come from RevoGrid core/Pro; Gantt adds toolbar helpers, Excel row mapping, print recipe, and JSON project snapshot helpers.
Extensibility	Custom dependency renderer, editor forms, scheduling-rule registry, export pipeline.
Integrations	Firebase, production server-side templates, headless scheduling engine API/package, packaged Svelte docs/wrapper. REST, GraphQL, and PostgreSQL/Supabase-style examples now exist.