chore(repo): checkpoint current capakraken implementation state

This commit is contained in:
2026-03-29 12:47:12 +02:00
parent beae1a5d6e
commit 47e4d701ff
94 changed files with 4283 additions and 1710 deletions
+7 -7
View File
@@ -2,7 +2,7 @@
**Date:** 2026-03-13
**Related workbook:** `samples/CGIBreakdown_Template/Template_CGI-Breakdown+Calc_25Dez_V0.976_251212_beta_LCR-Update.xlsx`
**Purpose:** Canonical design, field mapping, and implementation plan for a browser-based estimating system in Planarchy.
**Purpose:** Canonical design, field mapping, and implementation plan for a browser-based estimating system in CapaKraken.
## Executive Summary
@@ -15,12 +15,12 @@ The workbook is not a simple calculator. It is a full estimating and pricing sys
- management summaries
- downstream export sheets
Planarchy can support this, but not by copying Excel cell logic into the browser. The right implementation is a dedicated estimating bounded context with:
CapaKraken can support this, but not by copying Excel cell logic into the browser. The right implementation is a dedicated estimating bounded context with:
- a wizard for first-pass estimate creation
- a workspace for iterative revisions
- a typed calculation pipeline
- live linkage to Planarchy resources and roles
- live linkage to CapaKraken resources and roles
- immutable snapshots for auditability
## Design Principles
@@ -39,7 +39,7 @@ The replacement should be:
### 2. Reuse the current platform where it already fits
Useful existing Planarchy primitives:
Useful existing CapaKraken primitives:
- `Resource` for roster, rates, skills, availability, and dynamic metadata
- `Project` for schedule, budget, and project linkage
@@ -134,7 +134,7 @@ That mix is exactly why the app needs separated models for assumptions, scope, d
### Mapping legend
- `Direct`: already maps to an existing first-class Planarchy field
- `Direct`: already maps to an existing first-class CapaKraken field
- `Bridge`: can be bridged short-term, but should move to estimating models
- `Derived`: calculate it, do not persist it as manual source data
- `New Model`: requires estimating schema
@@ -236,7 +236,7 @@ That prevents old approved estimates from changing when roster rates or metadata
### Phase 4. Resource linkage and planning handoff
- connect demand lines to resources, roles, and availability
- add staffing suggestions from current Planarchy data
- add staffing suggestions from current CapaKraken data
- support conversion from approved estimate demand into downstream planning entities
### Phase 5. Exports and approvals
@@ -261,7 +261,7 @@ Implemented baseline in the current codebase:
- version submit, approve, and locked revision-cloning actions
- export artifact scaffolding with stored serializer metadata records
- format-specific export generation with stored payloads for JSON, CSV, XLSX, SAP, and MMP
- live resource-linked staffing rows that can sync current Planarchy rates and persist estimate-version snapshots
- live resource-linked staffing rows that can sync current CapaKraken rates and persist estimate-version snapshots
- explicit live-vs-manual rate mode metadata on demand lines, with server-side recalculation before metrics are persisted
- read-only and draft workspace visibility for manual overrides versus live resource snapshots
- project snapshot persistence on estimate versions