refactor(api): extract rate card read helpers
This commit is contained in:
@@ -0,0 +1,339 @@
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import type { Prisma } from "@capakraken/db";
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import { ROLE_BRIEF_SELECT } from "../db/selects.js";
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import { findUniqueOrThrow } from "../db/helpers.js";
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import { fmtEur } from "../lib/format-utils.js";
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export const rateCardLineSelect = {
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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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serviceGroup: true,
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costRateCents: true,
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billRateCents: true,
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machineRateCents: true,
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attributes: true,
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role: { select: ROLE_BRIEF_SELECT },
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createdAt: true,
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updatedAt: true,
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} as const;
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type RateCardBestMatchInput = {
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clientId?: string | undefined;
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chapter?: string | undefined;
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managementLevelId?: string | undefined;
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roleName?: string | undefined;
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seniority?: string | undefined;
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};
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type ResolveBestRateInput = {
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resourceId?: string | undefined;
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roleName?: string | undefined;
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date?: Date | undefined;
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};
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type ResolveRateLineCriteria = {
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roleId?: string | undefined;
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chapter?: string | undefined;
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location?: string | undefined;
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seniority?: string | undefined;
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workType?: string | undefined;
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};
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function buildEffectiveRateCardWhere(effectiveAt: Date): Prisma.RateCardWhereInput {
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return {
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isActive: true,
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OR: [
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{ effectiveFrom: null },
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{ effectiveFrom: { lte: effectiveAt } },
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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: effectiveAt } },
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],
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},
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],
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};
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}
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export async function lookupBestRateMatch(
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db: Pick<import("@capakraken/db").PrismaClient, "rateCard" | "role">,
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input: RateCardBestMatchInput,
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) {
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const rateCardWhere: Prisma.RateCardWhereInput = { isActive: true };
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if (input.clientId) {
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rateCardWhere.OR = [
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{ clientId: input.clientId },
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{ clientId: null },
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];
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}
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const rateCards = await db.rateCard.findMany({
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where: rateCardWhere,
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include: {
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lines: {
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select: {
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id: true,
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chapter: true,
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seniority: true,
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costRateCents: true,
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billRateCents: true,
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role: { select: { id: true, name: true } },
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},
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},
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client: { select: { id: true, name: true } },
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},
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orderBy: [{ effectiveFrom: "desc" }],
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});
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if (rateCards.length === 0) {
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return {
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bestMatch: null,
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alternatives: [],
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totalCandidates: 0,
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message: "No active rate cards found.",
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};
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}
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let roleId: string | undefined;
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if (input.roleName) {
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const role = await db.role.findFirst({
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where: { name: { contains: input.roleName, mode: "insensitive" } },
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select: { id: true },
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});
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if (role) {
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roleId = role.id;
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}
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}
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const scoredLines: Array<{
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rateCardName: string;
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clientId: string | null;
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clientName: string | null;
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lineId: string;
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chapter: string | null;
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seniority: string | null;
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roleName: string | null;
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costRateCents: number;
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billRateCents: number | null;
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score: number;
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}> = [];
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for (const card of rateCards) {
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for (const line of card.lines) {
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let score = 0;
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let mismatch = false;
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if (roleId && line.role) {
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if (line.role.id === roleId) {
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score += 4;
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} else {
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mismatch = true;
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}
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}
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if (input.chapter && line.chapter) {
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if (line.chapter.toLowerCase() === input.chapter.toLowerCase()) {
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score += 2;
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} else {
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mismatch = true;
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}
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}
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if (input.seniority && line.seniority) {
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if (line.seniority.toLowerCase() === input.seniority.toLowerCase()) {
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score += 1;
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} else {
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mismatch = true;
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}
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}
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if (input.clientId && card.client?.id === input.clientId) {
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score += 3;
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}
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if (!mismatch) {
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scoredLines.push({
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rateCardName: card.name,
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clientId: card.client?.id ?? null,
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clientName: card.client?.name ?? null,
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lineId: line.id,
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chapter: line.chapter,
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seniority: line.seniority,
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roleName: line.role?.name ?? null,
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costRateCents: line.costRateCents,
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billRateCents: line.billRateCents ?? null,
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score,
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});
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}
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}
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}
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scoredLines.sort((left, right) => right.score - left.score);
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return {
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bestMatch: scoredLines[0] ?? null,
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alternatives: scoredLines.slice(1, 4),
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totalCandidates: scoredLines.length,
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};
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}
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export async function resolveBestRate(
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db: Pick<import("@capakraken/db").PrismaClient, "rateCard" | "role" | "resource">,
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input: ResolveBestRateInput,
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) {
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const effectiveAt = input.date ?? new Date();
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if (input.resourceId) {
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const resource = await findUniqueOrThrow(
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db.resource.findUnique({
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where: { id: input.resourceId },
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select: {
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id: true,
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displayName: true,
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chapter: true,
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areaRole: { select: { name: true } },
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},
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}),
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"Resource",
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);
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const resolved = await lookupBestRateMatch(db, {
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...(resource.chapter ? { chapter: resource.chapter } : {}),
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...(resource.areaRole?.name ? { roleName: resource.areaRole.name } : {}),
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});
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if (resolved.bestMatch) {
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return {
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rateCard: resolved.bestMatch.rateCardName,
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resource: resource.displayName,
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rate: fmtEur(resolved.bestMatch.costRateCents),
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rateCents: resolved.bestMatch.costRateCents,
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matchedBy: resolved.bestMatch.roleName ? `role: ${resolved.bestMatch.roleName}` : "best_match",
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};
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}
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}
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if (input.roleName) {
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const match = await lookupBestRateMatch(db, { roleName: input.roleName });
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if (match.bestMatch) {
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return {
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rateCard: match.bestMatch.rateCardName,
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rate: fmtEur(match.bestMatch.costRateCents),
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rateCents: match.bestMatch.costRateCents,
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matchedBy: match.bestMatch.roleName ? `role: ${match.bestMatch.roleName}` : "best_match",
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alternatives: match.alternatives.map((alternative) => ({
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rateCard: alternative.rateCardName,
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role: alternative.roleName,
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chapter: alternative.chapter,
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seniority: alternative.seniority,
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costRate: fmtEur(alternative.costRateCents),
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billRate: alternative.billRateCents != null ? fmtEur(alternative.billRateCents) : null,
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})),
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};
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}
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if (match.totalCandidates === 0) {
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return { error: "No matching rate card line found." };
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}
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}
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const cards = await db.rateCard.findMany({
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where: buildEffectiveRateCardWhere(effectiveAt),
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include: {
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_count: { select: { lines: true } },
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client: { select: { id: true, name: true, code: true } },
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},
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orderBy: [{ isActive: "desc" }, { effectiveFrom: "desc" }, { name: "asc" }],
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});
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const card = cards[0];
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if (!card) {
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return { error: "No active rate card found for the given date." };
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}
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const detail = await findUniqueOrThrow(
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db.rateCard.findUnique({
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where: { id: card.id },
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include: {
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client: { select: { id: true, name: true, code: true } },
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lines: {
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select: rateCardLineSelect,
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orderBy: [{ chapter: "asc" }, { seniority: "asc" }, { createdAt: "asc" }],
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},
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},
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}),
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"Rate card",
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);
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return {
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rateCard: detail.name,
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lines: detail.lines.map((line) => ({
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role: line.role?.name ?? null,
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seniority: line.seniority,
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chapter: line.chapter,
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location: line.location,
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costRate: fmtEur(line.costRateCents),
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billRate: line.billRateCents != null ? fmtEur(line.billRateCents) : null,
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})),
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};
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}
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export function resolveBestRateLineMatch<
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TLine extends {
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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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},
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>(lines: TLine[], criteria: ResolveRateLineCriteria): TLine | null {
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const scored = lines.map((line) => {
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let score = 0;
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let mismatch = false;
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if (criteria.roleId && line.roleId) {
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if (line.roleId === criteria.roleId) {
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score += 4;
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} else {
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mismatch = true;
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}
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}
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if (criteria.chapter && line.chapter) {
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if (line.chapter === criteria.chapter) {
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score += 2;
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} else {
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mismatch = true;
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}
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}
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if (criteria.location && line.location) {
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if (line.location === criteria.location) {
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score += 1;
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} else {
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mismatch = true;
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}
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}
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if (criteria.seniority && line.seniority) {
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if (line.seniority === criteria.seniority) {
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score += 1;
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} else {
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mismatch = true;
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}
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}
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if (criteria.workType && line.workType) {
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if (line.workType === criteria.workType) {
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score += 1;
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} else {
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mismatch = true;
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}
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}
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return { line, score, mismatch };
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});
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const candidates = scored
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.filter((candidate) => !candidate.mismatch)
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.sort((left, right) => right.score - left.score);
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return candidates[0]?.line ?? null;
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}
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@@ -5,143 +5,16 @@ import {
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UpdateRateCardLineSchema,
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UpdateRateCardSchema,
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} from "@capakraken/shared";
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import { TRPCError } from "@trpc/server";
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import { z } from "zod";
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import { findUniqueOrThrow } from "../db/helpers.js";
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import { createTRPCRouter, controllerProcedure, managerProcedure } from "../trpc.js";
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import { ROLE_BRIEF_SELECT } from "../db/selects.js";
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import { createAuditEntry } from "../lib/audit.js";
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import { fmtEur } from "../lib/format-utils.js";
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const lineSelect = {
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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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serviceGroup: true,
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costRateCents: true,
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billRateCents: true,
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machineRateCents: true,
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attributes: true,
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role: { select: ROLE_BRIEF_SELECT },
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createdAt: true,
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updatedAt: true,
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} as const;
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async function lookupBestRateMatch(
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db: Pick<import("@capakraken/db").PrismaClient, "rateCard" | "role">,
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input: {
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clientId?: string | undefined;
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chapter?: string | undefined;
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managementLevelId?: string | undefined;
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roleName?: string | undefined;
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seniority?: string | undefined;
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},
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) {
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const rateCardWhere: Prisma.RateCardWhereInput = { isActive: true };
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if (input.clientId) {
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rateCardWhere.OR = [
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{ clientId: input.clientId },
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{ clientId: null },
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];
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}
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const rateCards = await db.rateCard.findMany({
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where: rateCardWhere,
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include: {
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lines: {
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select: {
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id: true,
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chapter: true,
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seniority: true,
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costRateCents: true,
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billRateCents: true,
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role: { select: { id: true, name: true } },
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},
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},
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client: { select: { id: true, name: true } },
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},
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orderBy: [{ effectiveFrom: "desc" }],
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});
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if (rateCards.length === 0) {
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return {
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bestMatch: null,
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alternatives: [],
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totalCandidates: 0,
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message: "No active rate cards found.",
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};
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}
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let roleId: string | undefined;
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if (input.roleName) {
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const role = await db.role.findFirst({
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where: { name: { contains: input.roleName, mode: "insensitive" } },
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select: { id: true },
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});
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if (role) roleId = role.id;
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}
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const scoredLines: Array<{
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rateCardName: string;
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clientId: string | null;
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clientName: string | null;
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lineId: string;
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chapter: string | null;
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seniority: string | null;
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roleName: string | null;
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costRateCents: number;
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billRateCents: number | null;
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score: number;
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}> = [];
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for (const card of rateCards) {
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for (const line of card.lines) {
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let score = 0;
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let mismatch = false;
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if (roleId && line.role) {
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if (line.role.id === roleId) score += 4;
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else mismatch = true;
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}
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if (input.chapter && line.chapter) {
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if (line.chapter.toLowerCase() === input.chapter.toLowerCase()) score += 2;
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else mismatch = true;
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}
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if (input.seniority && line.seniority) {
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if (line.seniority.toLowerCase() === input.seniority.toLowerCase()) score += 1;
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else mismatch = true;
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}
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if (input.clientId && card.client?.id === input.clientId) score += 3;
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if (!mismatch) {
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scoredLines.push({
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rateCardName: card.name,
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clientId: card.client?.id ?? null,
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clientName: card.client?.name ?? null,
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lineId: line.id,
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chapter: line.chapter,
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seniority: line.seniority,
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roleName: line.role?.name ?? null,
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costRateCents: line.costRateCents,
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billRateCents: line.billRateCents ?? null,
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score,
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});
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||||
}
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||||
}
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}
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scoredLines.sort((a, b) => b.score - a.score);
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return {
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bestMatch: scoredLines[0] ?? null,
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alternatives: scoredLines.slice(1, 4),
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totalCandidates: scoredLines.length,
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};
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}
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import {
|
||||
lookupBestRateMatch,
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rateCardLineSelect,
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resolveBestRate,
|
||||
resolveBestRateLineMatch,
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} from "./rate-card-read.js";
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||||
export const rateCardRouter = createTRPCRouter({
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list: controllerProcedure
|
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@@ -195,7 +68,7 @@ export const rateCardRouter = createTRPCRouter({
|
||||
include: {
|
||||
client: { select: { id: true, name: true, code: true } },
|
||||
lines: {
|
||||
select: lineSelect,
|
||||
select: rateCardLineSelect,
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||||
orderBy: [{ chapter: "asc" }, { seniority: "asc" }, { createdAt: "asc" }],
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||||
},
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||||
},
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@@ -221,114 +94,7 @@ export const rateCardRouter = createTRPCRouter({
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||||
roleName: z.string().optional(),
|
||||
date: z.coerce.date().optional(),
|
||||
}))
|
||||
.query(async ({ ctx, input }) => {
|
||||
const effectiveAt = input.date ?? new Date();
|
||||
|
||||
if (input.resourceId) {
|
||||
const resource = await findUniqueOrThrow(
|
||||
ctx.db.resource.findUnique({
|
||||
where: { id: input.resourceId },
|
||||
select: {
|
||||
id: true,
|
||||
displayName: true,
|
||||
chapter: true,
|
||||
areaRole: { select: { name: true } },
|
||||
},
|
||||
}),
|
||||
"Resource",
|
||||
);
|
||||
|
||||
const resolved = await lookupBestRateMatch(ctx.db, {
|
||||
...(resource.chapter ? { chapter: resource.chapter } : {}),
|
||||
...(resource.areaRole?.name ? { roleName: resource.areaRole.name } : {}),
|
||||
});
|
||||
|
||||
if (resolved.bestMatch) {
|
||||
return {
|
||||
rateCard: resolved.bestMatch.rateCardName,
|
||||
resource: resource.displayName,
|
||||
rate: fmtEur(resolved.bestMatch.costRateCents),
|
||||
rateCents: resolved.bestMatch.costRateCents,
|
||||
matchedBy: resolved.bestMatch.roleName ? `role: ${resolved.bestMatch.roleName}` : "best_match",
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
if (input.roleName) {
|
||||
const match = await lookupBestRateMatch(ctx.db, { roleName: input.roleName });
|
||||
if (match.bestMatch) {
|
||||
return {
|
||||
rateCard: match.bestMatch.rateCardName,
|
||||
rate: fmtEur(match.bestMatch.costRateCents),
|
||||
rateCents: match.bestMatch.costRateCents,
|
||||
matchedBy: match.bestMatch.roleName ? `role: ${match.bestMatch.roleName}` : "best_match",
|
||||
alternatives: match.alternatives.map((alternative) => ({
|
||||
rateCard: alternative.rateCardName,
|
||||
role: alternative.roleName,
|
||||
chapter: alternative.chapter,
|
||||
seniority: alternative.seniority,
|
||||
costRate: fmtEur(alternative.costRateCents),
|
||||
billRate: alternative.billRateCents != null ? fmtEur(alternative.billRateCents) : null,
|
||||
})),
|
||||
};
|
||||
}
|
||||
if (match.totalCandidates === 0) {
|
||||
return { error: "No matching rate card line found." };
|
||||
}
|
||||
}
|
||||
|
||||
const cards = await ctx.db.rateCard.findMany({
|
||||
where: {
|
||||
isActive: true,
|
||||
OR: [
|
||||
{ effectiveFrom: null },
|
||||
{ effectiveFrom: { lte: effectiveAt } },
|
||||
],
|
||||
AND: [
|
||||
{
|
||||
OR: [
|
||||
{ effectiveTo: null },
|
||||
{ effectiveTo: { gte: effectiveAt } },
|
||||
],
|
||||
},
|
||||
],
|
||||
},
|
||||
include: {
|
||||
_count: { select: { lines: true } },
|
||||
client: { select: { id: true, name: true, code: true } },
|
||||
},
|
||||
orderBy: [{ isActive: "desc" }, { effectiveFrom: "desc" }, { name: "asc" }],
|
||||
});
|
||||
const card = cards[0];
|
||||
if (!card) {
|
||||
return { error: "No active rate card found for the given date." };
|
||||
}
|
||||
const detail = await findUniqueOrThrow(
|
||||
ctx.db.rateCard.findUnique({
|
||||
where: { id: card.id },
|
||||
include: {
|
||||
client: { select: { id: true, name: true, code: true } },
|
||||
lines: {
|
||||
select: lineSelect,
|
||||
orderBy: [{ chapter: "asc" }, { seniority: "asc" }, { createdAt: "asc" }],
|
||||
},
|
||||
},
|
||||
}),
|
||||
"Rate card",
|
||||
);
|
||||
|
||||
return {
|
||||
rateCard: detail.name,
|
||||
lines: detail.lines.map((line) => ({
|
||||
role: line.role?.name ?? null,
|
||||
seniority: line.seniority,
|
||||
chapter: line.chapter,
|
||||
location: line.location,
|
||||
costRate: fmtEur(line.costRateCents),
|
||||
billRate: line.billRateCents != null ? fmtEur(line.billRateCents) : null,
|
||||
})),
|
||||
};
|
||||
}),
|
||||
.query(async ({ ctx, input }) => resolveBestRate(ctx.db, input)),
|
||||
|
||||
create: managerProcedure
|
||||
.input(CreateRateCardSchema)
|
||||
@@ -359,7 +125,7 @@ export const rateCardRouter = createTRPCRouter({
|
||||
},
|
||||
},
|
||||
include: {
|
||||
lines: { select: lineSelect },
|
||||
lines: { select: rateCardLineSelect },
|
||||
},
|
||||
});
|
||||
|
||||
@@ -463,7 +229,7 @@ export const rateCardRouter = createTRPCRouter({
|
||||
...(input.line.machineRateCents !== undefined ? { machineRateCents: input.line.machineRateCents } : {}),
|
||||
attributes: input.line.attributes as Prisma.InputJsonValue,
|
||||
},
|
||||
select: lineSelect,
|
||||
select: rateCardLineSelect,
|
||||
});
|
||||
|
||||
void createAuditEntry({
|
||||
@@ -503,7 +269,7 @@ export const rateCardRouter = createTRPCRouter({
|
||||
const updated = await ctx.db.rateCardLine.update({
|
||||
where: { id: input.lineId },
|
||||
data: updateData,
|
||||
select: lineSelect,
|
||||
select: rateCardLineSelect,
|
||||
});
|
||||
|
||||
void createAuditEntry({
|
||||
@@ -575,7 +341,7 @@ export const rateCardRouter = createTRPCRouter({
|
||||
...(line.machineRateCents !== undefined ? { machineRateCents: line.machineRateCents } : {}),
|
||||
attributes: line.attributes as Prisma.InputJsonValue,
|
||||
},
|
||||
select: lineSelect,
|
||||
select: rateCardLineSelect,
|
||||
}),
|
||||
),
|
||||
);
|
||||
@@ -615,46 +381,8 @@ export const rateCardRouter = createTRPCRouter({
|
||||
// Find the most specific matching line (most criteria matched wins)
|
||||
const lines = await ctx.db.rateCardLine.findMany({
|
||||
where: { rateCardId },
|
||||
select: lineSelect,
|
||||
select: rateCardLineSelect,
|
||||
});
|
||||
|
||||
if (lines.length === 0) return null;
|
||||
|
||||
// Score each line by number of matching criteria
|
||||
const scored = lines.map((line) => {
|
||||
let score = 0;
|
||||
let mismatch = false;
|
||||
|
||||
if (criteria.roleId && line.roleId) {
|
||||
if (line.roleId === criteria.roleId) score += 4;
|
||||
else mismatch = true;
|
||||
}
|
||||
if (criteria.chapter && line.chapter) {
|
||||
if (line.chapter === criteria.chapter) score += 2;
|
||||
else mismatch = true;
|
||||
}
|
||||
if (criteria.location && line.location) {
|
||||
if (line.location === criteria.location) score += 1;
|
||||
else mismatch = true;
|
||||
}
|
||||
if (criteria.seniority && line.seniority) {
|
||||
if (line.seniority === criteria.seniority) score += 1;
|
||||
else mismatch = true;
|
||||
}
|
||||
if (criteria.workType && line.workType) {
|
||||
if (line.workType === criteria.workType) score += 1;
|
||||
else mismatch = true;
|
||||
}
|
||||
|
||||
return { line, score, mismatch };
|
||||
});
|
||||
|
||||
// Filter out mismatches and find best match
|
||||
const candidates = scored
|
||||
.filter((s) => !s.mismatch)
|
||||
.sort((a, b) => b.score - a.score);
|
||||
|
||||
const best = candidates[0];
|
||||
return best ? best.line : null;
|
||||
return resolveBestRateLineMatch(lines, criteria);
|
||||
}),
|
||||
});
|
||||
|
||||
Reference in New Issue
Block a user