feat: calculation rules engine for decoupled cost attribution and chargeability

Introduces an admin-configurable rules engine that determines per-day cost
attribution (CHARGE/ZERO/REDUCE) and chargeability reporting (COUNT/SKIP)
for absence types (sick, vacation, public holiday). Includes shared types,
Zod schemas, Prisma model, rule matching with specificity scoring, default
rules, calculator integration, CRUD API router, seed data, chargeability
report integration, and admin UI.

283/283 engine tests, 209/209 API tests, 0 TS errors.

Co-Authored-By: claude-flow <ruv@ruv.net>
This commit is contained in:
2026-03-15 09:29:12 +01:00
parent a83edb2f9d
commit 368fd6d7ad
23 changed files with 1753 additions and 53 deletions
@@ -7,8 +7,11 @@ import {
getMonthKeys,
countWorkingDaysInOverlap,
calculateSAH,
calculateAllocation,
DEFAULT_CALCULATION_RULES,
type AssignmentSlice,
} from "@planarchy/engine";
import type { CalculationRule, AbsenceDay } from "@planarchy/shared";
import type { SpainScheduleRule } from "@planarchy/shared";
import { isChargeabilityActualBooking, listAssignmentBookings } from "@planarchy/application";
import { VacationStatus } from "@planarchy/db";
@@ -115,7 +118,7 @@ export const chargeabilityReportRouter = createTRPCRouter({
},
}));
// Fetch vacations/absences in the range
// Fetch vacations/absences in the range (including type for rules engine)
const vacations = await ctx.db.vacation.findMany({
where: {
resourceId: { in: resourceIds },
@@ -127,9 +130,25 @@ export const chargeabilityReportRouter = createTRPCRouter({
resourceId: true,
startDate: true,
endDate: true,
type: true,
isHalfDay: true,
},
});
// Load calculation rules for chargeability adjustments
let calcRules: CalculationRule[] = DEFAULT_CALCULATION_RULES;
try {
const dbRules = await ctx.db.calculationRule.findMany({
where: { isActive: true },
orderBy: [{ priority: "desc" }],
});
if (dbRules.length > 0) {
calcRules = dbRules as unknown as CalculationRule[];
}
} catch {
// table may not exist yet
}
// Build per-resource, per-month forecasts
const resourceRows = resources.map((resource) => {
const resourceAssignments = assignments.filter((a) => a.resourceId === resource.id);
@@ -171,18 +190,65 @@ export const chargeabilityReportRouter = createTRPCRouter({
absenceDays: absenceDates,
});
// Build assignment slices for this month
// Build typed absence days for this resource in this month
const monthAbsenceDays: AbsenceDay[] = [];
for (const v of resourceVacations) {
const vStart = new Date(Math.max(v.startDate.getTime(), monthStart.getTime()));
const vEnd = new Date(Math.min(v.endDate.getTime(), monthEnd.getTime()));
if (vStart > vEnd) continue;
const absCursor = new Date(vStart);
absCursor.setUTCHours(0, 0, 0, 0);
const absEndNorm = new Date(vEnd);
absEndNorm.setUTCHours(0, 0, 0, 0);
const triggerType = v.type === "SICK" ? "SICK" as const
: v.type === "PUBLIC_HOLIDAY" ? "PUBLIC_HOLIDAY" as const
: "VACATION" as const;
while (absCursor <= absEndNorm) {
monthAbsenceDays.push({
date: new Date(absCursor),
type: triggerType,
...(v.isHalfDay ? { isHalfDay: true } : {}),
});
absCursor.setUTCDate(absCursor.getUTCDate() + 1);
}
}
// Build assignment slices for this month, using rules to compute chargeable hours
const slices: AssignmentSlice[] = [];
for (const a of resourceAssignments) {
const workingDays = countWorkingDaysInOverlap(monthStart, monthEnd, a.startDate, a.endDate);
if (workingDays <= 0) continue;
const categoryCode = a.project.utilizationCategory?.code ?? "Chg";
slices.push({
hoursPerDay: a.hoursPerDay,
workingDays,
categoryCode,
});
// If there are absences and rules, compute rules-adjusted chargeable hours
if (monthAbsenceDays.length > 0) {
const overlapStart = new Date(Math.max(monthStart.getTime(), a.startDate.getTime()));
const overlapEnd = new Date(Math.min(monthEnd.getTime(), a.endDate.getTime()));
const calcResult = calculateAllocation({
lcrCents: 0, // we only need hours, not costs
hoursPerDay: a.hoursPerDay,
startDate: overlapStart,
endDate: overlapEnd,
availability: { monday: dailyHours, tuesday: dailyHours, wednesday: dailyHours, thursday: dailyHours, friday: dailyHours, saturday: 0, sunday: 0 },
absenceDays: monthAbsenceDays,
calculationRules: calcRules,
});
slices.push({
hoursPerDay: a.hoursPerDay,
workingDays,
categoryCode,
...(calcResult.totalChargeableHours !== undefined ? { totalChargeableHours: calcResult.totalChargeableHours } : {}),
});
} else {
slices.push({
hoursPerDay: a.hoursPerDay,
workingDays,
categoryCode,
});
}
}
const forecast = deriveResourceForecast({