feat: Sprint 3 — automation, intelligence, skill marketplace
Auto-Staffing Suggestions (A6): - generateAutoSuggestions() ranks top-3 resources on demand creation - Uses existing staffing engine (skill 40%, availability 30%, cost 20%, util 10%) - Creates in-app notification with match scores for managers - Triggered after createDemandRequirement and partial fillDemandRequirement Vacation Conflict Detection (A7): - checkVacationConflicts() warns when >50% chapter absent on same days - Returns warnings array in approve/batchApprove responses (advisory, non-blocking) - Creates VACATION_CONFLICT_WARNING notification for approver Weekly Chargeability Alerts (A10): - checkChargeabilityAlerts() finds resources >15pp below target - Cron endpoint: GET /api/cron/chargeability-alerts - Duplicate-safe by resourceId + month composite key Rate Card Auto-Apply (A11): - lookupRate() finds best matching rate card line (weighted scoring) - Auto-fills demand line rates in estimate create/updateDraft when rates are 0 - Marks auto-filled lines with metadata.autoAppliedRateCard - New lookupDemandLineRate query for on-demand UI lookups Public Holiday Auto-Import (A12): - autoImportPublicHolidays() generates holidays by resource federal state - Cron endpoint: GET /api/cron/public-holidays?year=2027 - Duplicate-safe, uses existing getPublicHolidays() from shared Skill Marketplace MVP (G6): - New page: /analytics/skill-marketplace with 3 sections - Skill Search: filter by name, proficiency, availability, sortable results - Skill Gap Heat Map: supply vs demand per skill, shortage/surplus indicators - Skill Distribution: top-20 horizontal bar chart (reuses SkillDistributionChart) - New getSkillMarketplace query in resource router - Sidebar nav link under Analytics for ADMIN/MANAGER/CONTROLLER Co-Authored-By: claude-flow <ruv@ruv.net>
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/**
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* Rate card lookup logic for auto-filling demand line rates.
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*
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* Match priority (highest specificity wins):
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* 1. Exact client + chapter + role
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* 2. Client + chapter (any role)
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* 3. Client + role (any chapter)
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* 4. Client only (fallback)
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* 5. Default rate card (no client) + best match
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*
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* Within each priority tier, additional criteria (seniority, location,
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* workType) increase the score.
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*/
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export interface RateCardLookupParams {
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clientId?: string | null;
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chapter?: string | null;
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roleId?: string | null;
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seniority?: string | null;
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location?: string | null;
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workType?: string | null;
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effectiveDate?: Date | null;
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}
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export interface RateCardLookupResult {
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costRateCents: number;
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billRateCents: number;
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currency: string;
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rateCardId: string;
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rateCardLineId: string;
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rateCardName: string;
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}
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interface RateCardLineRow {
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id: string;
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rateCardId: string;
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roleId: string | null;
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chapter: string | null;
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location: string | null;
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seniority: string | null;
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workType: string | null;
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costRateCents: number;
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billRateCents: number | null;
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rateCard: {
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id: string;
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name: string;
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currency: string;
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clientId: string | null;
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};
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}
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/**
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* Look up the best-matching rate card line for a given set of criteria.
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* Returns null when no active rate card line matches.
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*/
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export async function lookupRate(
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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db: any,
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params: RateCardLookupParams,
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): Promise<RateCardLookupResult | null> {
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const effectiveDate = params.effectiveDate ?? new Date();
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// Build rate card filter: active cards, within effective date range
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const rateCardWhere: Record<string, unknown> = {
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isActive: true,
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OR: [
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{ effectiveFrom: null },
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{ effectiveFrom: { lte: effectiveDate } },
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],
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AND: [
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{
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OR: [
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{ effectiveTo: null },
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{ effectiveTo: { gte: effectiveDate } },
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],
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},
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],
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};
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// If we have a clientId, look for both client-specific and default (null client) cards
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if (params.clientId) {
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rateCardWhere.clientId = { in: [params.clientId, null] };
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}
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// If no clientId, only look at default (null client) cards
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// (don't pass clientId filter at all to keep the OR above valid)
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const lines = (await db.rateCardLine.findMany({
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where: {
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rateCard: rateCardWhere,
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},
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select: {
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id: true,
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rateCardId: true,
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roleId: true,
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chapter: true,
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location: true,
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seniority: true,
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workType: true,
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costRateCents: true,
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billRateCents: true,
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rateCard: {
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select: {
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id: true,
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name: true,
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currency: true,
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clientId: true,
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},
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},
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},
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})) as RateCardLineRow[];
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if (lines.length === 0) return null;
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// Score each line. Higher = better match.
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type ScoredLine = { line: RateCardLineRow; score: number; mismatch: boolean };
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const scored: ScoredLine[] = lines.map((line) => {
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let score = 0;
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let mismatch = false;
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// Client specificity: client-specific cards get a large bonus
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if (params.clientId && line.rateCard.clientId === params.clientId) {
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score += 100;
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} else if (params.clientId && line.rateCard.clientId != null) {
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// Different client entirely => disqualify
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mismatch = true;
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}
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// Default card (null client) gets no bonus but is a valid fallback
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// Role match
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if (params.roleId && line.roleId) {
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if (line.roleId === params.roleId) score += 16;
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else mismatch = true;
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}
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// Chapter match
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if (params.chapter && line.chapter) {
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if (line.chapter === params.chapter) score += 8;
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else mismatch = true;
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}
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// Seniority match
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if (params.seniority && line.seniority) {
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if (line.seniority === params.seniority) score += 4;
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else mismatch = true;
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}
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// Location match
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if (params.location && line.location) {
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if (line.location === params.location) score += 2;
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else mismatch = true;
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}
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// Work type match
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if (params.workType && line.workType) {
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if (line.workType === params.workType) score += 1;
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else mismatch = true;
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}
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return { line, score, mismatch };
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});
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// Filter out mismatched lines and sort by score descending
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const candidates = scored
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.filter((s) => !s.mismatch)
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.sort((a, b) => b.score - a.score);
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const best = candidates[0];
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if (!best) return null;
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return {
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costRateCents: best.line.costRateCents,
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billRateCents: best.line.billRateCents ?? 0,
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currency: best.line.rateCard.currency,
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rateCardId: best.line.rateCard.id,
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rateCardLineId: best.line.id,
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rateCardName: best.line.rateCard.name,
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};
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}
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