refactor(api): extract resource read procedures

This commit is contained in:
2026-03-31 07:57:39 +02:00
parent 5e4c0f3610
commit 565bec829e
5 changed files with 1360 additions and 1493 deletions
@@ -0,0 +1,148 @@
import { TRPCError } from "@trpc/server";
import { z } from "zod";
import { findUniqueOrThrow } from "../db/helpers.js";
import { ROLE_BRIEF_SELECT } from "../db/selects.js";
import {
anonymizeResource,
getAnonymizationDirectory,
} from "../lib/anonymization.js";
import { assertCanReadResource } from "../lib/resource-access.js";
import { protectedProcedure } from "../trpc.js";
import {
mapResourceDetail,
readResourceByIdentifierDetailSnapshot,
resolveResourceIdentifierSnapshot,
} from "./resource-read-shared.js";
export const resourceIdentifierReadProcedures = {
resolveByIdentifier: protectedProcedure
.input(z.object({ identifier: z.string() }))
.query(async ({ ctx, input }) => {
const resource = await resolveResourceIdentifierSnapshot(
ctx,
input.identifier,
"You can only resolve your own resource unless you have staff access",
);
if ("error" in resource) {
throw new TRPCError({ code: "NOT_FOUND", message: "Resource not found" });
}
return resource;
}),
getHoverCard: protectedProcedure
.input(z.object({ id: z.string() }))
.query(async ({ ctx, input }) => {
const resource = await findUniqueOrThrow(
ctx.db.resource.findUnique({
where: { id: input.id },
select: {
id: true,
displayName: true,
eid: true,
email: true,
chapter: true,
lcrCents: true,
ucrCents: true,
currency: true,
chargeabilityTarget: true,
skills: true,
availability: true,
isActive: true,
areaRole: { select: ROLE_BRIEF_SELECT },
country: { select: { name: true, code: true } },
managementLevel: { select: { name: true } },
resourceType: true,
},
}),
"Resource",
);
await assertCanReadResource(
ctx,
resource.id,
"You can only view hover details for your own resource unless you have staff access",
);
const directory = await getAnonymizationDirectory(ctx.db);
const anon = anonymizeResource(resource, directory);
return {
id: anon.id,
displayName: anon.displayName ?? "",
eid: anon.eid ?? "",
chapter: resource.chapter,
lcrCents: resource.lcrCents,
ucrCents: resource.ucrCents,
currency: resource.currency,
chargeabilityTarget: resource.chargeabilityTarget,
skills: resource.skills as Record<string, unknown>[],
isActive: resource.isActive,
resourceType: resource.resourceType,
areaRole: resource.areaRole,
country: resource.country,
managementLevel: resource.managementLevel,
};
}),
getByIdentifier: protectedProcedure
.input(z.object({ identifier: z.string() }))
.query(async ({ ctx, input }) => resolveResourceIdentifierSnapshot(ctx, input.identifier)),
getByIdentifierDetail: protectedProcedure
.input(z.object({ identifier: z.string() }))
.query(async ({ ctx, input }) => {
const resource = await readResourceByIdentifierDetailSnapshot(ctx, input.identifier);
if ("error" in resource) {
return resource;
}
return mapResourceDetail(resource);
}),
getById: protectedProcedure
.input(z.object({ id: z.string() }))
.query(async ({ ctx, input }) => {
const resource = await findUniqueOrThrow(
ctx.db.resource.findUnique({
where: { id: input.id },
include: {
blueprint: true,
resourceRoles: {
include: { role: { select: ROLE_BRIEF_SELECT } },
},
areaRole: { select: { id: true, name: true } },
},
}),
"Resource",
);
await assertCanReadResource(
ctx,
resource.id,
"You can only view your own resource unless you have staff access",
);
const directory = await getAnonymizationDirectory(ctx.db);
return {
...anonymizeResource(resource, directory),
isOwnedByCurrentUser: Boolean(resource.userId && ctx.dbUser?.id && resource.userId === ctx.dbUser.id),
};
}),
getByEid: protectedProcedure
.input(z.object({ eid: z.string() }))
.query(async ({ ctx, input }) => {
const directory = await getAnonymizationDirectory(ctx.db);
let resource = await ctx.db.resource.findUnique({ where: { eid: input.eid } });
if (!resource && directory) {
const resourceId = directory.byAliasEid.get(input.eid.trim().toLowerCase());
if (resourceId) {
resource = await ctx.db.resource.findUnique({ where: { id: resourceId } });
}
}
if (!resource) {
throw new TRPCError({ code: "NOT_FOUND", message: "Resource not found" });
}
await assertCanReadResource(
ctx,
resource.id,
"You can only view your own resource unless you have staff access",
);
return anonymizeResource(resource, directory);
}),
};
@@ -0,0 +1,618 @@
import { FieldType, ResourceType } from "@capakraken/shared";
import { TRPCError } from "@trpc/server";
import { z } from "zod";
import { ROLE_BRIEF_SELECT } from "../db/selects.js";
import { buildDynamicFieldWhereClauses } from "./custom-field-filters.js";
import {
anonymizeResources,
anonymizeSearchMatches,
getAnonymizationDirectory,
resolveResourceIdsByDisplayedEids,
} from "../lib/anonymization.js";
import { fmtEur } from "../lib/format-utils.js";
import type { TRPCContext } from "../trpc.js";
import {
assertCanReadResource,
canReadAllResources,
type ResourceReadContext,
} from "../lib/resource-access.js";
function parseResourceCursor(cursor: string | undefined): { displayName: string; id: string } | null {
if (!cursor) return null;
try {
const decoded = JSON.parse(cursor) as { displayName?: string; id?: string };
if (typeof decoded.displayName === "string" && typeof decoded.id === "string") {
return { displayName: decoded.displayName, id: decoded.id };
}
} catch {
return null;
}
return null;
}
const RESOURCE_SUMMARY_SELECT = {
id: true,
eid: true,
displayName: true,
chapter: true,
isActive: true,
areaRole: { select: { name: true } },
country: { select: { code: true, name: true } },
metroCity: { select: { name: true } },
orgUnit: { select: { name: true } },
} as const;
const RESOURCE_SUMMARY_DETAIL_SELECT = {
...RESOURCE_SUMMARY_SELECT,
fte: true,
lcrCents: true,
chargeabilityTarget: true,
} as const;
const RESOURCE_IDENTIFIER_SELECT = {
id: true,
eid: true,
displayName: true,
chapter: true,
isActive: true,
} as const;
const RESOURCE_IDENTIFIER_DETAIL_SELECT = {
...RESOURCE_IDENTIFIER_SELECT,
id: true,
eid: true,
displayName: true,
email: true,
chapter: true,
fte: true,
lcrCents: true,
ucrCents: true,
chargeabilityTarget: true,
isActive: true,
availability: true,
skills: true,
postalCode: true,
federalState: true,
areaRole: { select: { name: true, color: true } },
country: { select: { code: true, name: true, dailyWorkingHours: true } },
metroCity: { select: { name: true } },
managementLevelGroup: { select: { name: true, targetPercentage: true } },
orgUnit: { select: { name: true, level: true } },
_count: { select: { assignments: true, vacations: true } },
} as const;
export function mapResourceSummary(resource: {
id: string;
eid: string;
displayName: string;
chapter: string | null;
isActive: boolean;
areaRole: { name: string } | null;
country: { code: string; name: string } | null;
metroCity: { name: string } | null;
orgUnit: { name: string } | null;
}) {
return {
id: resource.id,
eid: resource.eid,
name: resource.displayName,
chapter: resource.chapter,
role: resource.areaRole?.name ?? null,
country: resource.country?.name ?? resource.country?.code ?? null,
countryCode: resource.country?.code ?? null,
metroCity: resource.metroCity?.name ?? null,
orgUnit: resource.orgUnit?.name ?? null,
active: resource.isActive,
};
}
export function mapResourceSummaryDetail(resource: {
id: string;
eid: string;
displayName: string;
chapter: string | null;
fte: number | null;
lcrCents: number | null;
chargeabilityTarget: number | null;
isActive: boolean;
areaRole: { name: string } | null;
country: { code: string; name: string } | null;
metroCity: { name: string } | null;
orgUnit: { name: string } | null;
}) {
return {
id: resource.id,
eid: resource.eid,
name: resource.displayName,
chapter: resource.chapter,
role: resource.areaRole?.name ?? null,
country: resource.country?.name ?? resource.country?.code ?? null,
countryCode: resource.country?.code ?? null,
metroCity: resource.metroCity?.name ?? null,
orgUnit: resource.orgUnit?.name ?? null,
fte: resource.fte,
lcr: resource.lcrCents != null ? fmtEur(resource.lcrCents) : null,
chargeabilityTarget: resource.chargeabilityTarget != null ? `${resource.chargeabilityTarget}%` : null,
active: resource.isActive,
};
}
export function mapResourceDetail(resource: {
id: string;
eid: string;
displayName: string;
email: string | null;
chapter: string | null;
fte: number | null;
lcrCents: number | null;
ucrCents: number | null;
chargeabilityTarget: number | null;
isActive: boolean;
skills: unknown;
postalCode: string | null;
federalState: string | null;
areaRole: { name: string; color: string | null } | null;
country: { code: string; name: string; dailyWorkingHours: number | null } | null;
metroCity: { name: string } | null;
managementLevelGroup: { name: string; targetPercentage: number | null } | null;
orgUnit: { name: string; level: number } | null;
_count: { assignments: number; vacations: number };
}) {
const skills = Array.isArray(resource.skills) ? resource.skills as { name?: string; level?: number }[] : [];
return {
id: resource.id,
eid: resource.eid,
name: resource.displayName,
email: resource.email,
chapter: resource.chapter,
role: resource.areaRole?.name ?? null,
country: resource.country?.name ?? resource.country?.code ?? null,
countryCode: resource.country?.code ?? null,
countryHours: resource.country?.dailyWorkingHours ?? 8,
metroCity: resource.metroCity?.name ?? null,
fte: resource.fte,
lcr: resource.lcrCents != null ? fmtEur(resource.lcrCents) : null,
ucr: resource.ucrCents != null ? fmtEur(resource.ucrCents) : null,
chargeabilityTarget: resource.chargeabilityTarget != null ? `${resource.chargeabilityTarget}%` : null,
managementLevel: resource.managementLevelGroup?.name ?? null,
orgUnit: resource.orgUnit?.name ?? null,
postalCode: resource.postalCode,
federalState: resource.federalState,
active: resource.isActive,
totalAssignments: resource._count.assignments,
totalVacations: resource._count.vacations,
skillCount: skills.length,
topSkills: skills.slice(0, 10).map((skill) => `${skill.name ?? "?"} (${skill.level ?? "?"})`),
};
}
function isBroadResourceLookupAllowed(ctx: Pick<TRPCContext, "dbUser" | "roleDefaults">): boolean {
return canReadAllResources(ctx);
}
export const ResourceDirectoryQuerySchema = z.object({
chapter: z.string().optional(),
chapters: z.array(z.string()).optional(),
isActive: z.boolean().optional().default(true),
search: z.string().optional(),
eids: z.array(z.string()).optional(),
countryIds: z.array(z.string()).optional(),
excludedCountryIds: z.array(z.string()).optional(),
includeWithoutCountry: z.boolean().optional().default(true),
resourceTypes: z.array(z.nativeEnum(ResourceType)).optional(),
excludedResourceTypes: z.array(z.nativeEnum(ResourceType)).optional(),
includeWithoutResourceType: z.boolean().optional().default(true),
rolledOff: z.boolean().optional(),
departed: z.boolean().optional(),
page: z.number().int().min(1).default(1),
limit: z.number().int().min(1).max(500).default(50),
cursor: z.string().optional(),
});
export const ResourceListQuerySchema = ResourceDirectoryQuerySchema.extend({
includeRoles: z.boolean().optional().default(false),
customFieldFilters: z.array(z.object({
key: z.string(),
value: z.string(),
type: z.nativeEnum(FieldType),
})).optional(),
});
export async function listStaffResources(
ctx: Pick<TRPCContext, "db">,
input: z.infer<typeof ResourceListQuerySchema>,
) {
const {
chapter,
chapters,
isActive,
search,
eids,
countryIds,
excludedCountryIds,
includeWithoutCountry,
resourceTypes,
excludedResourceTypes,
includeWithoutResourceType,
rolledOff,
departed,
page,
limit,
includeRoles,
cursor,
customFieldFilters,
} = input;
const parsedCursor = parseResourceCursor(cursor);
const cfConditions = buildDynamicFieldWhereClauses(customFieldFilters).map((dynamicFields) => ({ dynamicFields }));
type WhereClause = Record<string, unknown>;
const andClauses: WhereClause[] = [];
const chapterFilters = Array.from(
new Set([
...(chapter ? [chapter] : []),
...(chapters ?? []),
]),
);
const directory = await getAnonymizationDirectory(ctx.db);
if (!eids) {
andClauses.push({ isActive });
}
if (eids && !directory) {
andClauses.push({ eid: { in: eids } });
}
if (chapterFilters.length === 1) {
andClauses.push({ chapter: chapterFilters[0] });
} else if (chapterFilters.length > 1) {
andClauses.push({ chapter: { in: chapterFilters } });
}
if (search && !directory) {
andClauses.push({
OR: [
{ displayName: { contains: search, mode: "insensitive" as const } },
{ eid: { contains: search, mode: "insensitive" as const } },
{ email: { contains: search, mode: "insensitive" as const } },
],
});
}
if (countryIds && countryIds.length > 0) {
const countryClauses: WhereClause[] = [{ countryId: { in: countryIds } }];
if (includeWithoutCountry) {
countryClauses.push({ countryId: null });
}
andClauses.push(countryClauses.length === 1 ? countryClauses[0]! : { OR: countryClauses });
}
if (excludedCountryIds && excludedCountryIds.length > 0) {
andClauses.push({ NOT: { countryId: { in: excludedCountryIds } } });
}
if (!includeWithoutCountry) {
andClauses.push({ NOT: { countryId: null } });
}
if (resourceTypes && resourceTypes.length > 0) {
const resourceTypeClauses: WhereClause[] = [{ resourceType: { in: resourceTypes } }];
if (includeWithoutResourceType) {
resourceTypeClauses.push({ resourceType: null });
}
andClauses.push(
resourceTypeClauses.length === 1 ? resourceTypeClauses[0]! : { OR: resourceTypeClauses },
);
}
if (excludedResourceTypes && excludedResourceTypes.length > 0) {
andClauses.push({ NOT: { resourceType: { in: excludedResourceTypes } } });
}
if (!includeWithoutResourceType) {
andClauses.push({ NOT: { resourceType: null } });
}
if (rolledOff !== undefined) {
andClauses.push({ rolledOff });
}
if (departed !== undefined) {
andClauses.push({ departed });
}
andClauses.push(...cfConditions);
const where = andClauses.length > 0 ? { AND: andClauses } : {};
if (directory) {
const rawResources = await (includeRoles
? ctx.db.resource.findMany({
where,
include: {
resourceRoles: {
include: { role: { select: ROLE_BRIEF_SELECT } },
},
},
orderBy: [{ displayName: "asc" }, { id: "asc" }],
})
: ctx.db.resource.findMany({
where,
orderBy: [{ displayName: "asc" }, { id: "asc" }],
}));
const directoryResources = rawResources.map((resource) => ({
id: resource.id,
eid: resource.eid,
displayName: resource.displayName,
email: resource.email,
}));
const requestedIds = eids
? resolveResourceIdsByDisplayedEids(directoryResources, directory, eids)
: [];
const requestedIdSet = requestedIds.length > 0 ? new Set(requestedIds) : null;
const filteredResources = rawResources.filter((resource) => {
const alias = directory.byResourceId.get(resource.id);
if (requestedIdSet && !requestedIdSet.has(resource.id)) {
return false;
}
if (eids && eids.length > 0 && requestedIds.length === 0) {
return false;
}
if (search && !anonymizeSearchMatches(
{
id: resource.id,
eid: resource.eid,
displayName: resource.displayName,
email: resource.email,
},
alias,
search,
)) {
return false;
}
return true;
});
const anonymizedResources = anonymizeResources(filteredResources, directory).sort((left, right) => {
const displayNameCompare = left.displayName.localeCompare(right.displayName);
if (displayNameCompare !== 0) {
return displayNameCompare;
}
return left.id.localeCompare(right.id);
});
const total = anonymizedResources.length;
const afterCursor = parsedCursor
? anonymizedResources.filter(
(resource) =>
resource.displayName > parsedCursor.displayName ||
(resource.displayName === parsedCursor.displayName && resource.id > parsedCursor.id),
)
: anonymizedResources;
const skip = cursor ? 0 : (page - 1) * limit;
const paged = afterCursor.slice(skip, skip + limit + 1);
const hasMore = paged.length > limit;
const resources = hasMore ? paged.slice(0, limit) : paged;
const nextCursor = hasMore
? JSON.stringify({
displayName: resources[resources.length - 1]!.displayName,
id: resources[resources.length - 1]!.id,
})
: null;
return { resources, total, page, limit, nextCursor };
}
const skip = cursor ? 0 : (page - 1) * limit;
const orderBy = [{ displayName: "asc" as const }, { id: "asc" as const }];
const whereWithCursor = parsedCursor
? {
AND: [
...((where as { AND?: WhereClause[] }).AND ?? []),
{
OR: [
{ displayName: { gt: parsedCursor.displayName } },
{ displayName: parsedCursor.displayName, id: { gt: parsedCursor.id } },
],
},
],
}
: where;
const baseQuery = { where: whereWithCursor, skip, take: limit + 1, orderBy };
const [rawResources, total] = await Promise.all([
includeRoles
? ctx.db.resource.findMany({
...baseQuery,
include: {
resourceRoles: {
include: { role: { select: ROLE_BRIEF_SELECT } },
},
},
})
: ctx.db.resource.findMany(baseQuery),
ctx.db.resource.count({ where }),
]);
const hasMore = rawResources.length > limit;
const resources = hasMore ? rawResources.slice(0, limit) : rawResources;
const nextCursor = hasMore
? JSON.stringify({
displayName: resources[resources.length - 1]!.displayName,
id: resources[resources.length - 1]!.id,
})
: null;
return { resources, total, page, limit, nextCursor };
}
function buildResourceSummaryWhere(input: {
search?: string;
country?: string;
metroCity?: string;
orgUnit?: string;
roleName?: string;
isActive: boolean;
}) {
const where: Record<string, unknown> = {};
if (input.isActive !== false) {
where.isActive = true;
}
if (input.search) {
where.OR = [
{ displayName: { contains: input.search, mode: "insensitive" as const } },
{ eid: { contains: input.search, mode: "insensitive" as const } },
{ chapter: { contains: input.search, mode: "insensitive" as const } },
];
}
if (input.country) {
where.country = {
OR: [
{ code: { equals: input.country, mode: "insensitive" as const } },
{ name: { contains: input.country, mode: "insensitive" as const } },
],
};
}
if (input.metroCity) {
where.metroCity = { name: { contains: input.metroCity, mode: "insensitive" as const } };
}
if (input.orgUnit) {
where.orgUnit = { name: { contains: input.orgUnit, mode: "insensitive" as const } };
}
if (input.roleName) {
where.areaRole = { name: { contains: input.roleName, mode: "insensitive" as const } };
}
return where;
}
function assertCanSearchResourceSummaries(ctx: Pick<TRPCContext, "dbUser" | "roleDefaults">) {
if (!canReadAllResources(ctx)) {
throw new TRPCError({
code: "FORBIDDEN",
message: "You need resource overview access to search resource summaries",
});
}
}
export async function readResourceSummariesSnapshot(
ctx: Pick<TRPCContext, "db" | "dbUser" | "roleDefaults">,
input: {
search?: string;
country?: string;
metroCity?: string;
orgUnit?: string;
roleName?: string;
isActive: boolean;
limit: number;
},
) {
assertCanSearchResourceSummaries(ctx);
return ctx.db.resource.findMany({
where: buildResourceSummaryWhere(input),
select: RESOURCE_SUMMARY_SELECT,
take: input.limit,
orderBy: { displayName: "asc" },
});
}
export async function readResourceSummaryDetailsSnapshot(
ctx: Pick<TRPCContext, "db" | "dbUser" | "roleDefaults">,
input: {
search?: string;
country?: string;
metroCity?: string;
orgUnit?: string;
roleName?: string;
isActive: boolean;
limit: number;
},
) {
assertCanSearchResourceSummaries(ctx);
return ctx.db.resource.findMany({
where: buildResourceSummaryWhere(input),
select: RESOURCE_SUMMARY_DETAIL_SELECT,
take: input.limit,
orderBy: { displayName: "asc" },
});
}
export async function resolveResourceIdentifierSnapshot(
ctx: ResourceReadContext,
identifier: string,
forbiddenMessage = "You can only view your own resource unless you have staff access",
) {
let resource = await ctx.db.resource.findUnique({
where: { id: identifier },
select: RESOURCE_IDENTIFIER_SELECT,
});
if (!resource) {
resource = await ctx.db.resource.findUnique({
where: { eid: identifier },
select: RESOURCE_IDENTIFIER_SELECT,
});
}
if (!resource) {
resource = await ctx.db.resource.findFirst({
where: { displayName: { equals: identifier, mode: "insensitive" } },
select: RESOURCE_IDENTIFIER_SELECT,
});
}
if (!resource && isBroadResourceLookupAllowed(ctx)) {
resource = await ctx.db.resource.findFirst({
where: { displayName: { contains: identifier, mode: "insensitive" } },
select: RESOURCE_IDENTIFIER_SELECT,
});
}
if (!resource && isBroadResourceLookupAllowed(ctx)) {
const words = identifier.split(/[\s,._\-/]+/).filter((word) => word.length >= 2);
if (words.length > 0) {
const candidates = await ctx.db.resource.findMany({
where: {
OR: words.map((word) => ({
displayName: { contains: word, mode: "insensitive" as const },
})),
},
select: RESOURCE_IDENTIFIER_SELECT,
take: 5,
});
if (candidates.length === 1) {
resource = candidates[0]!;
} else if (candidates.length > 1) {
return {
error: `Resource not found: "${identifier}". Did you mean one of these?`,
suggestions: candidates.map((candidate: (typeof candidates)[number]) => ({
id: candidate.id,
eid: candidate.eid,
name: candidate.displayName,
})),
} as const;
}
}
}
if (!resource) {
return { error: `Resource not found: ${identifier}` } as const;
}
await assertCanReadResource(
ctx,
resource.id,
forbiddenMessage,
);
return resource;
}
export async function readResourceByIdentifierDetailSnapshot(
ctx: ResourceReadContext,
identifier: string,
) {
const resource = await resolveResourceIdentifierSnapshot(ctx, identifier);
if ("error" in resource) {
return resource;
}
const detail = await ctx.db.resource.findUnique({
where: { id: resource.id },
select: RESOURCE_IDENTIFIER_DETAIL_SELECT,
});
if (!detail) {
return { error: `Resource not found: ${identifier}` } as const;
}
return detail;
}
+7
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@@ -0,0 +1,7 @@
import { resourceIdentifierReadProcedures } from "./resource-identifier-read.js";
import { resourceSummaryReadProcedures } from "./resource-summary-read.js";
export const resourceReadProcedures = {
...resourceSummaryReadProcedures,
...resourceIdentifierReadProcedures,
};
@@ -0,0 +1,555 @@
import {
calculateAllocation,
deriveResourceForecast,
getMonthRange,
DEFAULT_CALCULATION_RULES,
type AssignmentSlice,
} from "@capakraken/engine";
import { VacationStatus } from "@capakraken/db";
import type { CalculationRule, SpainScheduleRule, WeekdayAvailability } from "@capakraken/shared";
import { z } from "zod";
import {
asHolidayResolverDb,
collectHolidayAvailability,
getResolvedCalendarHolidays,
} from "../lib/holiday-availability.js";
import {
calculateEffectiveAvailableHours,
countEffectiveWorkingDays,
loadResourceDailyAvailabilityContexts,
} from "../lib/resource-capacity.js";
import { assertCanReadResource } from "../lib/resource-access.js";
import { protectedProcedure, resourceOverviewProcedure } from "../trpc.js";
import {
ResourceDirectoryQuerySchema,
ResourceListQuerySchema,
listStaffResources,
mapResourceSummary,
mapResourceSummaryDetail,
readResourceSummariesSnapshot,
readResourceSummaryDetailsSnapshot,
} from "./resource-read-shared.js";
function getAvailabilityHoursForDate(
availability: WeekdayAvailability,
date: Date,
): number {
const dayKey = ["sunday", "monday", "tuesday", "wednesday", "thursday", "friday", "saturday"][date.getUTCDay()] as keyof WeekdayAvailability;
return availability[dayKey] ?? 0;
}
function sumAvailabilityHoursForDates(
availability: WeekdayAvailability,
dates: Date[],
): number {
return dates.reduce((sum, date) => sum + getAvailabilityHoursForDate(availability, date), 0);
}
function formatResolvedHolidaySummary(holiday: {
date: string;
name: string;
scope: string;
calendarName: string | null;
sourceType?: string | null;
}) {
return {
date: holiday.date,
name: holiday.name,
scope: holiday.scope,
calendarName: holiday.calendarName ?? "Built-in",
sourceType: holiday.sourceType ?? "system",
};
}
function summarizeResolvedHolidaySummary(holidays: Array<ReturnType<typeof formatResolvedHolidaySummary>>) {
const byScope = new Map<string, number>();
const bySourceType = new Map<string, number>();
const byCalendar = new Map<string, number>();
for (const holiday of holidays) {
byScope.set(holiday.scope, (byScope.get(holiday.scope) ?? 0) + 1);
bySourceType.set(holiday.sourceType, (bySourceType.get(holiday.sourceType) ?? 0) + 1);
byCalendar.set(holiday.calendarName, (byCalendar.get(holiday.calendarName) ?? 0) + 1);
}
return {
byScope: [...byScope.entries()]
.sort(([left], [right]) => left.localeCompare(right))
.map(([scope, count]) => ({ scope, count })),
bySourceType: [...bySourceType.entries()]
.sort(([left], [right]) => left.localeCompare(right))
.map(([sourceType, count]) => ({ sourceType, count })),
byCalendar: [...byCalendar.entries()]
.sort(([left], [right]) => left.localeCompare(right))
.map(([calendarName, count]) => ({ calendarName, count })),
};
}
function round1(value: number): number {
return Math.round(value * 10) / 10;
}
function averagePerWorkingDay(totalHours: number, workingDays: number): number {
return workingDays > 0 ? round1(totalHours / workingDays) : 0;
}
export const resourceSummaryReadProcedures = {
resolveResponsiblePersonName: resourceOverviewProcedure
.input(z.object({ name: z.string() }))
.query(async ({ ctx, input }) => {
const exact = await ctx.db.resource.findFirst({
where: { displayName: { equals: input.name, mode: "insensitive" }, isActive: true },
select: { displayName: true },
});
if (exact) {
return {
status: "resolved" as const,
displayName: exact.displayName,
};
}
const candidates = await ctx.db.resource.findMany({
where: { displayName: { contains: input.name, mode: "insensitive" }, isActive: true },
select: { displayName: true, eid: true },
take: 5,
});
if (candidates.length === 1) {
return {
status: "resolved" as const,
displayName: candidates[0]!.displayName,
};
}
if (candidates.length > 1) {
return {
status: "ambiguous" as const,
message: `Multiple resources match "${input.name}": ${candidates.map((candidate) => `${candidate.displayName} (${candidate.eid})`).join(", ")}. Please specify the exact name.`,
candidates,
};
}
return {
status: "missing" as const,
message: `No active resource found matching "${input.name}". The responsible person must be an existing resource.`,
candidates: [],
};
}),
getChargeabilitySummary: protectedProcedure
.input(z.object({
resourceId: z.string(),
month: z.string().regex(/^\d{4}-\d{2}$/),
}))
.query(async ({ ctx, input }) => {
await assertCanReadResource(
ctx,
input.resourceId,
"You can only view chargeability details for your own resource unless you have staff access",
);
const [year, month] = input.month.split("-").map(Number) as [number, number];
const { start: monthStart, end: monthEnd } = getMonthRange(year, month);
const resource = await ctx.db.resource.findUniqueOrThrow({
where: { id: input.resourceId },
select: {
id: true,
displayName: true,
eid: true,
fte: true,
lcrCents: true,
chargeabilityTarget: true,
countryId: true,
federalState: true,
metroCityId: true,
availability: true,
country: { select: { id: true, code: true, name: true, dailyWorkingHours: true, scheduleRules: true } },
metroCity: { select: { id: true, name: true } },
managementLevelGroup: { select: { id: true, name: true, targetPercentage: true } },
},
});
const dailyHours = resource.country?.dailyWorkingHours ?? 8;
const scheduleRules = resource.country?.scheduleRules as SpainScheduleRule | null;
const targetRatio = resource.managementLevelGroup?.targetPercentage ?? (resource.chargeabilityTarget / 100);
const availability = resource.availability as WeekdayAvailability | null;
const weeklyAvailability: WeekdayAvailability = availability ?? {
monday: dailyHours,
tuesday: dailyHours,
wednesday: dailyHours,
thursday: dailyHours,
friday: dailyHours,
saturday: 0,
sunday: 0,
};
const assignments = await ctx.db.assignment.findMany({
where: {
resourceId: input.resourceId,
startDate: { lte: monthEnd },
endDate: { gte: monthStart },
status: { in: ["CONFIRMED", "ACTIVE", "PROPOSED"] },
},
select: {
id: true,
hoursPerDay: true,
startDate: true,
endDate: true,
dailyCostCents: true,
status: true,
project: {
select: {
id: true,
name: true,
shortCode: true,
orderType: true,
utilizationCategory: { select: { code: true } },
},
},
},
});
const vacations = await ctx.db.vacation.findMany({
where: {
resourceId: input.resourceId,
status: VacationStatus.APPROVED,
startDate: { lte: monthEnd },
endDate: { gte: monthStart },
},
select: { startDate: true, endDate: true, type: true, isHalfDay: true },
});
const resolvedHolidays = await getResolvedCalendarHolidays(asHolidayResolverDb(ctx.db), {
periodStart: monthStart,
periodEnd: monthEnd,
countryId: resource.countryId,
countryCode: resource.country?.code,
federalState: resource.federalState,
metroCityId: resource.metroCityId,
metroCityName: resource.metroCity?.name,
});
const holidayAvailability = collectHolidayAvailability({
vacations,
periodStart: monthStart,
periodEnd: monthEnd,
countryCode: resource.country?.code,
federalState: resource.federalState,
metroCityName: resource.metroCity?.name,
resolvedHolidayStrings: resolvedHolidays.map((holiday) => holiday.date),
});
const absenceDays = holidayAvailability.absenceDays;
const contexts = await loadResourceDailyAvailabilityContexts(
ctx.db,
[{
id: resource.id,
availability: weeklyAvailability,
countryId: resource.countryId,
countryCode: resource.country?.code,
federalState: resource.federalState,
metroCityId: resource.metroCityId,
metroCityName: resource.metroCity?.name,
}],
monthStart,
monthEnd,
);
const availabilityContext = contexts.get(resource.id);
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
}
const baseWorkingDays = countEffectiveWorkingDays({
availability: weeklyAvailability,
periodStart: monthStart,
periodEnd: monthEnd,
context: undefined,
});
const effectiveWorkingDays = countEffectiveWorkingDays({
availability: weeklyAvailability,
periodStart: monthStart,
periodEnd: monthEnd,
context: availabilityContext,
});
const baseAvailableHours = calculateEffectiveAvailableHours({
availability: weeklyAvailability,
periodStart: monthStart,
periodEnd: monthEnd,
context: undefined,
});
const effectiveAvailableHours = calculateEffectiveAvailableHours({
availability: weeklyAvailability,
periodStart: monthStart,
periodEnd: monthEnd,
context: availabilityContext,
});
const publicHolidayDates = resolvedHolidays.map((holiday) => new Date(`${holiday.date}T00:00:00.000Z`));
const publicHolidayWorkdayCount = publicHolidayDates.reduce((count, date) => (
count + (getAvailabilityHoursForDate(weeklyAvailability, date) > 0 ? 1 : 0)
), 0);
const publicHolidayHoursDeduction = sumAvailabilityHoursForDates(
weeklyAvailability,
publicHolidayDates,
);
const absenceDayEquivalent = absenceDays.reduce((sum, absence) => {
if (absence.type === "PUBLIC_HOLIDAY") {
return sum;
}
return sum + (absence.isHalfDay ? 0.5 : 1);
}, 0);
const absenceHoursDeduction = absenceDays.reduce((sum, absence) => {
if (absence.type === "PUBLIC_HOLIDAY") {
return sum;
}
const baseHours = getAvailabilityHoursForDate(weeklyAvailability, absence.date);
return sum + baseHours * (absence.isHalfDay ? 0.5 : 1);
}, 0);
const slices: AssignmentSlice[] = [];
const assignmentBreakdown: Array<{
project: string;
code: string;
hours: number;
status: string;
}> = [];
let totalBookedHours = 0;
for (const assignment of assignments) {
const overlapStart = new Date(Math.max(monthStart.getTime(), assignment.startDate.getTime()));
const overlapEnd = new Date(Math.min(monthEnd.getTime(), assignment.endDate.getTime()));
const categoryCode = assignment.project.utilizationCategory?.code ?? "Chg";
const calcResult = calculateAllocation({
lcrCents: resource.lcrCents,
hoursPerDay: assignment.hoursPerDay,
startDate: overlapStart,
endDate: overlapEnd,
availability: weeklyAvailability,
absenceDays,
calculationRules: calcRules,
orderType: assignment.project.orderType,
projectId: assignment.project.id,
});
if (calcResult.workingDays <= 0 && calcResult.totalHours <= 0) {
continue;
}
totalBookedHours += calcResult.totalHours;
assignmentBreakdown.push({
project: assignment.project.name,
code: assignment.project.shortCode,
hours: round1(calcResult.totalHours),
status: assignment.status,
});
slices.push({
hoursPerDay: assignment.hoursPerDay,
workingDays: calcResult.workingDays,
categoryCode,
...(calcResult.totalChargeableHours !== undefined
? { totalChargeableHours: calcResult.totalChargeableHours }
: {}),
});
}
const forecast = deriveResourceForecast({
fte: resource.fte,
targetPercentage: targetRatio,
assignments: slices,
sah: effectiveAvailableHours,
});
const formattedHolidays = resolvedHolidays.map((holiday) => formatResolvedHolidaySummary({
...holiday,
calendarName: holiday.calendarName ?? "Built-in",
sourceType: holiday.sourceType ?? "system",
}));
const workingDays = round1(effectiveWorkingDays);
const baseWorkingDaysRounded = round1(baseWorkingDays);
const baseAvailableHoursRounded = round1(baseAvailableHours);
const availableHours = round1(effectiveAvailableHours);
const bookedHours = round1(totalBookedHours);
const targetPct = round1(targetRatio * 100);
const targetHours = availableHours > 0 ? round1((availableHours * targetPct) / 100) : 0;
const chargeabilityPct = round1(forecast.chg * 100);
const unassignedHours = round1(Math.max(0, availableHours - bookedHours));
return {
resource: resource.displayName,
eid: resource.eid,
month: input.month,
periodStart: monthStart.toISOString().slice(0, 10),
periodEnd: monthEnd.toISOString().slice(0, 10),
fte: round1(resource.fte),
target: `${targetPct}%`,
targetPct,
targetHours,
workingDays,
baseWorkingDays: baseWorkingDaysRounded,
locationContext: {
countryCode: resource.country?.code ?? null,
country: resource.country?.name ?? resource.country?.code ?? null,
federalState: resource.federalState ?? null,
metroCity: resource.metroCity?.name ?? null,
},
baseAvailableHours: baseAvailableHoursRounded,
availableHours,
bookedHours,
unassignedHours,
chargeability: `${chargeabilityPct}%`,
chargeabilityPct,
onTarget: chargeabilityPct >= targetPct,
holidaySummary: {
count: formattedHolidays.length,
workdayCount: round1(publicHolidayWorkdayCount),
hoursDeduction: round1(publicHolidayHoursDeduction),
holidays: formattedHolidays,
breakdown: summarizeResolvedHolidaySummary(formattedHolidays),
},
absenceSummary: {
dayEquivalent: round1(absenceDayEquivalent),
hoursDeduction: round1(absenceHoursDeduction),
},
capacityBreakdown: {
formula: "baseAvailableHours - holidayHoursDeduction - absenceHoursDeduction = availableHours",
baseAvailableHours: baseAvailableHoursRounded,
holidayHoursDeduction: round1(publicHolidayHoursDeduction),
absenceHoursDeduction: round1(absenceHoursDeduction),
availableHours,
},
averages: {
availableHoursPerWorkingDay: averagePerWorkingDay(availableHours, workingDays),
bookedHoursPerWorkingDay: averagePerWorkingDay(bookedHours, workingDays),
remainingHoursPerWorkingDay: averagePerWorkingDay(Math.max(0, availableHours - bookedHours), workingDays),
},
allocations: assignmentBreakdown,
scheduleContext: {
dailyWorkingHours: dailyHours,
hasScheduleRules: Boolean(scheduleRules),
},
};
}),
listSummaries: resourceOverviewProcedure
.input(z.object({
search: z.string().optional(),
country: z.string().optional(),
metroCity: z.string().optional(),
orgUnit: z.string().optional(),
roleName: z.string().optional(),
isActive: z.boolean().optional().default(true),
limit: z.number().int().min(1).max(100).default(50),
}))
.query(async ({ ctx, input }) => {
const resources = await readResourceSummariesSnapshot(ctx, {
isActive: input.isActive,
limit: input.limit,
...(input.search ? { search: input.search } : {}),
...(input.country ? { country: input.country } : {}),
...(input.metroCity ? { metroCity: input.metroCity } : {}),
...(input.orgUnit ? { orgUnit: input.orgUnit } : {}),
...(input.roleName ? { roleName: input.roleName } : {}),
});
return resources.map(mapResourceSummary);
}),
listSummariesDetail: resourceOverviewProcedure
.input(z.object({
search: z.string().optional(),
country: z.string().optional(),
metroCity: z.string().optional(),
orgUnit: z.string().optional(),
roleName: z.string().optional(),
isActive: z.boolean().optional().default(true),
limit: z.number().int().min(1).max(100).default(50),
}))
.query(async ({ ctx, input }) => {
const resources = await readResourceSummaryDetailsSnapshot(ctx, {
isActive: input.isActive,
limit: input.limit,
...(input.search ? { search: input.search } : {}),
...(input.country ? { country: input.country } : {}),
...(input.metroCity ? { metroCity: input.metroCity } : {}),
...(input.orgUnit ? { orgUnit: input.orgUnit } : {}),
...(input.roleName ? { roleName: input.roleName } : {}),
});
return resources.map(mapResourceSummaryDetail);
}),
directory: protectedProcedure
.input(ResourceDirectoryQuerySchema)
.query(async ({ ctx, input }) => {
const {
chapter,
chapters,
isActive,
search,
eids,
countryIds,
excludedCountryIds,
includeWithoutCountry,
resourceTypes,
excludedResourceTypes,
includeWithoutResourceType,
rolledOff,
departed,
page,
limit,
cursor,
} = input;
const resources = await listStaffResources(ctx, {
chapter,
chapters,
isActive,
search,
eids,
countryIds,
excludedCountryIds,
includeWithoutCountry,
resourceTypes,
excludedResourceTypes,
includeWithoutResourceType,
rolledOff,
departed,
page,
limit,
cursor,
includeRoles: false,
});
return {
...resources,
resources: resources.resources.map((resource) => ({
id: resource.id,
eid: resource.eid,
displayName: resource.displayName,
chapter: resource.chapter,
isActive: resource.isActive,
})),
};
}),
listStaff: resourceOverviewProcedure
.input(ResourceListQuerySchema)
.query(async ({ ctx, input }) => listStaffResources(ctx, input)),
chapters: protectedProcedure.query(async ({ ctx }) => {
const resources = await ctx.db.resource.findMany({
where: { isActive: true, chapter: { not: null } },
select: { chapter: true },
distinct: ["chapter"],
orderBy: { chapter: "asc" },
});
return resources.map((resource) => resource.chapter as string);
}),
};
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