feat: Nearshore-Ratio indicator per project
Engine (packages/engine): - calculateShoringRatio() pure function: onshore/offshore hours, country breakdown, threshold check, weighted by hours not headcount - 12 unit tests: empty, 100% onshore/offshore, mixed ratios, custom threshold, case-insensitive, unknown country, FTE weighting Schema: - Project.shoringThreshold (default 55%) — per-project configurable - Project.onshoreCountryCode (default "DE") — configurable onshore country API (project router): - getShoringRatio query: loads assignments with resource.country, computes ratio, returns full breakdown - update mutation: accepts shoringThreshold + onshoreCountryCode UI: - ShoringIndicator: stacked horizontal bar with country segments, severity badge (green/yellow/red), hover tooltip, dark theme - ShoringBadge: mini colored dot + % for project list column - ProjectModal: "Max Offshore %" number input - Project detail: indicator after budget status card - Project list: "Shoring" column (default hidden, toggleable) AI Assistant: - get_shoring_ratio tool: human-readable breakdown with threshold alert Colors: green (<threshold-10), yellow (threshold-10 to threshold), red (>=threshold) Default: 55% offshore threshold, "DE" as onshore country Co-Authored-By: claude-flow <ruv@ruv.net>
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@@ -1385,6 +1385,20 @@ export const TOOL_DEFINITIONS: ToolDef[] = [
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},
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},
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},
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{
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type: "function",
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function: {
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name: "get_shoring_ratio",
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description: "Get the onshore/offshore staffing ratio for a project. Shows the percentage of work hours allocated to each country, whether the project exceeds its nearshore threshold, and a full country breakdown.",
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parameters: {
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type: "object",
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properties: {
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projectId: { type: "string", description: "Project ID or short code" },
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},
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required: ["projectId"],
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},
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},
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},
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];
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// ─── Helpers ────────────────────────────────────────────────────────────────
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@@ -5520,6 +5534,52 @@ const executors = {
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return `Change history for ${params.entityType} "${entityName}" (${entries.length} entries):\n\n${lines.join("\n")}`;
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},
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async get_shoring_ratio(params: { projectId: string }, ctx: ToolContext) {
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const sel = { id: true, name: true, shortCode: true, shoringThreshold: true, onshoreCountryCode: true } as const;
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let project = await ctx.db.project.findUnique({ where: { id: params.projectId }, select: sel });
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if (!project) {
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project = await ctx.db.project.findUnique({ where: { shortCode: params.projectId }, select: sel });
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}
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if (!project) return { error: `Project not found: ${params.projectId}` };
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const assignments = await ctx.db.assignment.findMany({
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where: { projectId: project.id, status: { not: "CANCELLED" } },
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include: { resource: { include: { country: { select: { code: true } } } } },
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});
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if (assignments.length === 0) {
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return `Project "${project.name}" (${project.shortCode}): No active assignments — shoring ratio not available.`;
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}
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const { calculateShoringRatio: calcShoring } = await import("@planarchy/engine/allocation");
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const mapped = assignments.map((a) => {
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const start = new Date(a.startDate);
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const end = new Date(a.endDate);
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const diffDays = Math.max(1, Math.round((end.getTime() - start.getTime()) / (1000 * 60 * 60 * 24)) + 1);
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const workingDays = Math.max(1, Math.round(diffDays / 7 * 5));
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return {
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resourceId: a.resourceId,
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countryCode: a.resource.country?.code ?? null,
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hoursPerDay: a.hoursPerDay,
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workingDays,
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};
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});
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const threshold = project.shoringThreshold ?? 55;
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const onshoreCode = project.onshoreCountryCode ?? "DE";
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const result = calcShoring(mapped, threshold, onshoreCode);
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const countryParts = Object.entries(result.byCountry)
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.sort((a, b) => b[1].pct - a[1].pct)
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.map(([code, info]) => `${code} ${info.pct}% (${info.resourceCount} people)`)
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.join(", ");
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const warning = result.isAboveThreshold ? ` -- Above ${threshold}% offshore threshold!` : "";
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return `Project "${project.name}" (${project.shortCode}): ${result.onshoreRatio}% onshore (${onshoreCode}), ${result.offshoreRatio}% offshore. Breakdown: ${countryParts}.${warning}${result.unknownCount > 0 ? ` (${result.unknownCount} resource(s) without country)` : ""}`;
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},
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};
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// ─── Executor ───────────────────────────────────────────────────────────────
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@@ -5,6 +5,7 @@ import {
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import { BlueprintTarget, CreateProjectSchema, FieldType, PermissionKey, ProjectStatus, UpdateProjectSchema } from "@planarchy/shared";
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import { TRPCError } from "@trpc/server";
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import { z } from "zod";
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import { calculateShoringRatio, type ShoringAssignment } from "@planarchy/engine/allocation";
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import { findUniqueOrThrow } from "../db/helpers.js";
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import { paginate, paginateCursor, PaginationInputSchema, CursorInputSchema } from "../db/pagination.js";
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import { assertBlueprintDynamicFields } from "./blueprint-validation.js";
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@@ -106,6 +107,49 @@ export const projectRouter = createTRPCRouter({
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};
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}),
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getShoringRatio: protectedProcedure
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.input(z.object({ projectId: z.string() }))
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.query(async ({ ctx, input }) => {
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const project = await ctx.db.project.findUnique({
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where: { id: input.projectId },
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select: {
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id: true,
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name: true,
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shoringThreshold: true,
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onshoreCountryCode: true,
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},
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});
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if (!project) {
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throw new TRPCError({ code: "NOT_FOUND", message: "Project not found" });
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}
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const assignments = await ctx.db.assignment.findMany({
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where: { projectId: input.projectId, status: { not: "CANCELLED" } },
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include: { resource: { include: { country: { select: { code: true } } } } },
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});
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const mapped: ShoringAssignment[] = assignments.map((a) => {
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const start = new Date(a.startDate);
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const end = new Date(a.endDate);
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const diffMs = end.getTime() - start.getTime();
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const diffDays = Math.max(1, Math.round(diffMs / (1000 * 60 * 60 * 24)) + 1);
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const workingDays = Math.round(diffDays / 7 * 5);
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return {
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resourceId: a.resourceId,
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countryCode: a.resource.country?.code ?? null,
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hoursPerDay: a.hoursPerDay,
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workingDays: Math.max(1, workingDays),
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};
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});
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return calculateShoringRatio(
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mapped,
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project.shoringThreshold ?? 55,
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project.onshoreCountryCode ?? "DE",
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);
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}),
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create: managerProcedure
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.input(CreateProjectSchema)
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.mutation(async ({ ctx, input }) => {
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@@ -205,6 +249,8 @@ export const projectRouter = createTRPCRouter({
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...(input.data.blueprintId !== undefined ? { blueprintId: input.data.blueprintId } : {}),
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...(input.data.utilizationCategoryId !== undefined ? { utilizationCategoryId: input.data.utilizationCategoryId || null } : {}),
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...(input.data.clientId !== undefined ? { clientId: input.data.clientId || null } : {}),
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...(input.data.shoringThreshold !== undefined ? { shoringThreshold: input.data.shoringThreshold } : {}),
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...(input.data.onshoreCountryCode !== undefined ? { onshoreCountryCode: input.data.onshoreCountryCode } : {}),
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} as unknown as Parameters<typeof ctx.db.project.update>[0]["data"],
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});
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