diff --git a/apps/web/src/components/admin/DispoImportClient.tsx b/apps/web/src/components/admin/DispoImportClient.tsx index 997616b..65b6999 100644 --- a/apps/web/src/components/admin/DispoImportClient.tsx +++ b/apps/web/src/components/admin/DispoImportClient.tsx @@ -175,7 +175,7 @@ export function DispoImportClient() { Dispo Import

- Manage V2 data imports from Dispo workbooks + Manage Dispo imports

diff --git a/packages/api/src/router/computation-graph.ts b/packages/api/src/router/computation-graph.ts index c91352a..7942048 100644 --- a/packages/api/src/router/computation-graph.ts +++ b/packages/api/src/router/computation-graph.ts @@ -6,6 +6,9 @@ import { getMonthRange, countWorkingDaysInOverlap, DEFAULT_CALCULATION_RULES, + summarizeEstimateDemandLines, + computeEvenSpread, + distributeHoursToWeeks, type AssignmentSlice, } from "@planarchy/engine"; import type { CalculationRule, AbsenceDay, SpainScheduleRule, WeekdayAvailability } from "@planarchy/shared"; @@ -141,9 +144,14 @@ export const computationGraphRouter = createTRPCRouter({ select: { startDate: true, endDate: true, type: true, isHalfDay: true }, }); - // Build absence dates for SAH (ISO strings) + // Build absence dates for SAH (ISO strings), separating public holidays + const publicHolidayStrings: string[] = []; const absenceDateStrings: string[] = []; const absenceDays: AbsenceDay[] = []; + let halfDayCount = 0; + let vacationDayCount = 0; + let sickDayCount = 0; + let publicHolidayCount = 0; for (const v of vacations) { const vStart = new Date(Math.max(v.startDate.getTime(), monthStart.getTime())); const vEnd = new Date(Math.min(v.endDate.getTime(), monthEnd.getTime())); @@ -156,12 +164,21 @@ export const computationGraphRouter = createTRPCRouter({ : v.type === "PUBLIC_HOLIDAY" ? "PUBLIC_HOLIDAY" as const : "VACATION" as const; while (cursor <= endNorm) { - absenceDateStrings.push(cursor.toISOString().slice(0, 10)); + const isoDate = cursor.toISOString().slice(0, 10); + if (triggerType === "PUBLIC_HOLIDAY") { + publicHolidayStrings.push(isoDate); + publicHolidayCount++; + } else { + absenceDateStrings.push(isoDate); + if (triggerType === "VACATION") vacationDayCount++; + if (triggerType === "SICK") sickDayCount++; + } absenceDays.push({ date: new Date(cursor), type: triggerType, ...(v.isHalfDay ? { isHalfDay: true } : {}), }); + if (v.isHalfDay) halfDayCount++; cursor.setUTCDate(cursor.getUTCDate() + 1); } } @@ -187,7 +204,7 @@ export const computationGraphRouter = createTRPCRouter({ fte: resource.fte, periodStart: monthStart, periodEnd: monthEnd, - publicHolidays: [], + publicHolidays: publicHolidayStrings, absenceDays: absenceDateStrings, }); @@ -301,6 +318,9 @@ export const computationGraphRouter = createTRPCRouter({ const avgHoursPerDay = assignments.length > 0 ? assignments.reduce((sum, a) => sum + a.hoursPerDay, 0) / assignments.length : 0; + const totalWorkingDaysInMonth = assignments.reduce((sum, a) => { + return sum + countWorkingDaysInOverlap(monthStart, monthEnd, a.startDate, a.endDate); + }, 0); // Format weekly availability for display const weekdayLabels = ["Mo", "Tu", "We", "Th", "Fr"]; @@ -311,30 +331,46 @@ export const computationGraphRouter = createTRPCRouter({ ? `${weekdayValues[0]}h/day` : weekdayLabels.map((d, i) => `${d}:${weekdayValues[i]}`).join(" "); + // Derived utilization ratio + const utilizationPct = sahResult.standardAvailableHours > 0 + ? (totalAllocHours / sahResult.standardAvailableHours) * 100 + : 0; + + // Has schedule rules (Spain variable hours)? + const hasScheduleRules = !!scheduleRules; + const nodes: GraphNode[] = [ // INPUT n("input.fte", "FTE", fmtNum(resource.fte, 2), "ratio", "INPUT", `Resource FTE factor`, 0), n("input.dailyHours", "Country Hours", `${dailyHours} h`, "hours", "INPUT", `Base daily working hours (${resource.country?.code ?? "?"})`, 0), + ...(hasScheduleRules ? [ + n("input.scheduleRules", "Schedule Rules", "Spain", "—", "INPUT", "Variable daily hours (regular/friday/summer)", 0), + ] : []), n("input.weeklyAvail", "Weekly Avail.", `${weeklyTotalHours}h`, "h/week", "INPUT", `Resource availability: ${availabilityLabel}`, 0), n("input.lcrCents", "LCR", fmtEur(resource.lcrCents), "cents/h", "INPUT", "Loaded Cost Rate per hour", 0), n("input.hoursPerDay", "Hours/Day", fmtNum(avgHoursPerDay), "hours", "INPUT", "Average hours/day across assignments", 0), - n("input.absences", "Absences", `${absenceDays.length}`, "count", "INPUT", `Absence days in ${input.month}`, 0), + n("input.absences", "Absences", `${absenceDays.length}`, "count", "INPUT", `Absence days in ${input.month} (${vacationDayCount} vacation, ${sickDayCount} sick${halfDayCount > 0 ? `, ${halfDayCount} half-day` : ""})`, 0), + n("input.publicHolidays", "Public Holidays", `${publicHolidayCount}`, "count", "INPUT", `Public holidays in ${input.month}`, 0), n("input.calcRules", "Active Rules", `${calcRules.length}`, "count", "INPUT", "Active calculation rules", 0), n("input.targetPct", "Target", fmtPct(targetPct), "%", "INPUT", `Chargeability target (${resource.managementLevelGroup?.name ?? "legacy"})`, 0), + n("input.assignmentCount", "Assignments", `${assignments.length}`, "count", "INPUT", `Active assignments in ${input.month}`, 0), // SAH n("sah.calendarDays", "Calendar Days", `${sahResult.calendarDays}`, "days", "SAH", "Total calendar days in period", 1), n("sah.weekendDays", "Weekend Days", `${sahResult.weekendDays}`, "days", "SAH", "Saturday + Sunday count", 1), n("sah.grossWorkingDays", "Gross Work Days", `${sahResult.grossWorkingDays}`, "days", "SAH", "Calendar days minus weekends", 1, "calendarDays - weekendDays"), - n("sah.absenceDays", "Absence Ded.", `${sahResult.absenceDays}`, "days", "SAH", "Absences falling on working days", 1), - n("sah.netWorkingDays", "Net Work Days", `${sahResult.netWorkingDays}`, "days", "SAH", "Working days after deductions", 2, "gross - absences"), - n("sah.effectiveHoursPerDay", "Eff. Hrs/Day", fmtNum(sahResult.effectiveHoursPerDay), "hours", "SAH", "Average effective hours per net working day", 2, "Σ(dailyHours × FTE) / netDays"), + n("sah.publicHolidayDays", "Holiday Ded.", `${sahResult.publicHolidayDays}`, "days", "SAH", "Public holidays falling on working days", 1), + n("sah.absenceDays", "Absence Ded.", `${sahResult.absenceDays}`, "days", "SAH", "Absences (vacation/sick) falling on working days", 1), + n("sah.netWorkingDays", "Net Work Days", `${sahResult.netWorkingDays}`, "days", "SAH", "Working days after deductions", 2, "gross - holidays - absences"), + n("sah.effectiveHoursPerDay", "Eff. Hrs/Day", fmtNum(sahResult.effectiveHoursPerDay), "hours", "SAH", "Average effective hours per net working day (FTE-scaled)", 2, "Σ(dailyHours × FTE) / netDays"), n("sah.sah", "SAH", fmtNum(sahResult.standardAvailableHours), "hours", "SAH", "Standard Available Hours — chargeability denominator", 2, "Σ(dailyHours × FTE) per net day"), // ALLOCATION - n("alloc.totalHours", "Total Hours", fmtNum(totalAllocHours), "hours", "ALLOCATION", "Sum of effective hours across assignments", 2, "Σ(effectiveHours/day)"), + n("alloc.workingDays", "Work Days", `${totalWorkingDaysInMonth}`, "days", "ALLOCATION", "Working days covered by assignments in period", 1, "Σ(overlap workdays)"), + n("alloc.totalHours", "Total Hours", fmtNum(totalAllocHours), "hours", "ALLOCATION", "Sum of effective hours across assignments", 2, "Σ(min(h/day, avail) × workdays)"), n("alloc.dailyCostCents", "Daily Cost", fmtEur(dailyCostCents), "EUR", "ALLOCATION", "Cost per working day", 1, "hoursPerDay × LCR"), - n("alloc.totalCostCents", "Total Cost", fmtEur(totalAllocCostCents), "EUR", "ALLOCATION", "Sum of daily costs", 2, "Σ(dailyCost)"), + n("alloc.totalCostCents", "Total Cost", fmtEur(totalAllocCostCents), "EUR", "ALLOCATION", "Sum of daily costs", 2, "Σ(dailyCost × workdays)"), + n("alloc.utilizationPct", "Utilization", `${utilizationPct.toFixed(1)}%`, "%", "ALLOCATION", "Allocation utilization: allocated hours / SAH", 3, "totalHours / SAH × 100"), ...(hasRulesEffect ? [ n("alloc.chargeableHours", "Chargeable Hrs", fmtNum(totalChargeableHours), "hours", "ALLOCATION", "Rules-adjusted chargeable hours", 2, "rules-adjusted"), n("alloc.projectCostCents", "Project Cost", fmtEur(totalProjectCostCents), "EUR", "ALLOCATION", "Rules-adjusted project cost", 2, "rules-adjusted"), @@ -345,11 +381,29 @@ export const computationGraphRouter = createTRPCRouter({ n("rules.activeRules", "Matched Rules", `${calcRules.length} rules`, "—", "RULES", "Rules evaluated for absence days", 1), n("rules.costEffect", "Cost Effect", hasRulesEffect ? "ZERO" : "—", "—", "RULES", "How absent days affect project cost", 1, "CHARGE / ZERO / REDUCE"), n("rules.chgEffect", "Chg Effect", hasRulesEffect ? "COUNT" : "—", "—", "RULES", "How absent days affect chargeability", 1, "COUNT / SKIP"), + ...(hasRulesEffect ? [ + n("rules.costReduction", "Cost Reduction", "per rule", "—", "RULES", "Cost reduction percentage applied to absent hours", 2, "normalCost × (100 - reductionPct) / 100"), + ] : []), ] : []), - // CHARGEABILITY + // CHARGEABILITY — full breakdown from deriveResourceForecast n("chg.chgHours", "Chg Hours", fmtNum(forecast.chg * sahResult.standardAvailableHours), "hours", "CHARGEABILITY", "Total chargeable hours", 2, "Σ(Chg-category slices)"), n("chg.chg", "Chargeability", fmtPct(forecast.chg), "%", "CHARGEABILITY", "Chargeability ratio", 3, "chgHours / SAH"), + ...(forecast.bd > 0 ? [ + n("chg.bd", "BD Ratio", fmtPct(forecast.bd), "%", "CHARGEABILITY", `Business development: ${fmtNum(forecast.bd * sahResult.standardAvailableHours)}h`, 3, "bdHours / SAH"), + ] : []), + ...(forecast.mdi > 0 ? [ + n("chg.mdi", "MD&I Ratio", fmtPct(forecast.mdi), "%", "CHARGEABILITY", `MD&I hours: ${fmtNum(forecast.mdi * sahResult.standardAvailableHours)}h`, 3, "mdiHours / SAH"), + ] : []), + ...(forecast.mo > 0 ? [ + n("chg.mo", "M&O Ratio", fmtPct(forecast.mo), "%", "CHARGEABILITY", `M&O hours: ${fmtNum(forecast.mo * sahResult.standardAvailableHours)}h`, 3, "moHours / SAH"), + ] : []), + ...(forecast.pdr > 0 ? [ + n("chg.pdr", "PD&R Ratio", fmtPct(forecast.pdr), "%", "CHARGEABILITY", `PD&R hours: ${fmtNum(forecast.pdr * sahResult.standardAvailableHours)}h`, 3, "pdrHours / SAH"), + ] : []), + ...(forecast.absence > 0 ? [ + n("chg.absence", "Absence Ratio", fmtPct(forecast.absence), "%", "CHARGEABILITY", `Absence hours: ${fmtNum(forecast.absence * sahResult.standardAvailableHours)}h`, 3, "absenceHours / SAH"), + ] : []), n("chg.unassigned", "Unassigned", fmtPct(forecast.unassigned), "%", "CHARGEABILITY", `${fmtNum(forecast.unassigned * sahResult.standardAvailableHours)}h of ${fmtNum(sahResult.standardAvailableHours)}h SAH not assigned`, 3, "max(0, SAH - assigned) / SAH"), n("chg.target", "Target", fmtPct(targetPct), "%", "CHARGEABILITY", "Chargeability target from management level", 3), n("chg.gap", "Gap to Target", `${forecast.chg - targetPct >= 0 ? "+" : ""}${((forecast.chg - targetPct) * 100).toFixed(1)} pp`, "pp", "CHARGEABILITY", `Chargeability (${fmtPct(forecast.chg)}) vs. target (${fmtPct(targetPct)})`, 3, "chargeability − target"), @@ -361,10 +415,15 @@ export const computationGraphRouter = createTRPCRouter({ const links: GraphLink[] = [ // INPUT → SAH l("input.dailyHours", "sah.grossWorkingDays", "base hours", 1), + ...(hasScheduleRules ? [ + l("input.scheduleRules", "sah.effectiveHoursPerDay", "variable h/day", 1), + ] : []), l("sah.calendarDays", "sah.grossWorkingDays", "− weekends", 2), l("sah.weekendDays", "sah.grossWorkingDays", "−", 1), + l("input.publicHolidays", "sah.publicHolidayDays", "∩ workdays", 1), l("input.absences", "sah.absenceDays", "∩ workdays", 1), l("sah.grossWorkingDays", "sah.netWorkingDays", "−", 2), + l("sah.publicHolidayDays", "sah.netWorkingDays", "−", 1), l("sah.absenceDays", "sah.netWorkingDays", "−", 1), l("input.dailyHours", "sah.effectiveHoursPerDay", "×", 1), l("input.fte", "sah.effectiveHoursPerDay", "× FTE", 2), @@ -376,8 +435,14 @@ export const computationGraphRouter = createTRPCRouter({ l("input.weeklyAvail", "alloc.totalHours", "caps h/day", 2), l("input.hoursPerDay", "alloc.dailyCostCents", "×", 1), l("input.lcrCents", "alloc.dailyCostCents", "× LCR", 2), + l("input.hoursPerDay", "alloc.workingDays", "per assignment", 1), + l("input.assignmentCount", "alloc.workingDays", "× overlap", 1), + l("alloc.workingDays", "alloc.totalHours", "× h/day", 2), l("input.hoursPerDay", "alloc.totalHours", "× workdays", 1), - l("alloc.dailyCostCents", "alloc.totalCostCents", "Σ", 2), + l("alloc.dailyCostCents", "alloc.totalCostCents", "× workdays", 2), + l("alloc.workingDays", "alloc.totalCostCents", "×", 1), + l("alloc.totalHours", "alloc.utilizationPct", "÷ SAH × 100", 2), + l("sah.sah", "alloc.utilizationPct", "÷", 1), // RULES → ALLOCATION (if absences) ...(absenceDays.length > 0 ? [ @@ -392,12 +457,20 @@ export const computationGraphRouter = createTRPCRouter({ l("alloc.totalCostCents", "alloc.projectCostCents", "adjust", 1), l("rules.chgEffect", "alloc.chargeableHours", "apply", 2), l("alloc.totalHours", "alloc.chargeableHours", "adjust", 1), + ...(absenceDays.length > 0 ? [ + l("rules.costEffect", "rules.costReduction", "reduce %", 1), + ] : []), ] : []), // ALLOCATION + SAH → CHARGEABILITY l(hasRulesEffect ? "alloc.chargeableHours" : "alloc.totalHours", "chg.chgHours", "Σ Chg", 2), l("chg.chgHours", "chg.chg", "÷ SAH", 2), l("sah.sah", "chg.chg", "÷", 2), + ...(forecast.bd > 0 ? [l("sah.sah", "chg.bd", "÷", 1)] : []), + ...(forecast.mdi > 0 ? [l("sah.sah", "chg.mdi", "÷", 1)] : []), + ...(forecast.mo > 0 ? [l("sah.sah", "chg.mo", "÷", 1)] : []), + ...(forecast.pdr > 0 ? [l("sah.sah", "chg.pdr", "÷", 1)] : []), + ...(forecast.absence > 0 ? [l("sah.sah", "chg.absence", "÷", 1)] : []), l("sah.sah", "chg.unassigned", "− assigned ÷ SAH", 1), l("chg.chgHours", "chg.unassigned", "SAH − Σ", 1), l("input.targetPct", "chg.target", "=", 1), @@ -421,7 +494,7 @@ export const computationGraphRouter = createTRPCRouter({ }), /** - * Project View: Estimate, Commercial, Budget + * Project View: Estimate, Commercial, Experience, Effort, Spread, Budget */ getProjectData: controllerProcedure .input(z.object({ @@ -441,7 +514,7 @@ export const computationGraphRouter = createTRPCRouter({ }, }); - // Load latest estimate version with demand lines + // Load latest estimate version with demand lines + scope items const estimate = await ctx.db.estimate.findFirst({ where: { projectId: input.projectId }, select: { @@ -454,11 +527,38 @@ export const computationGraphRouter = createTRPCRouter({ commercialTerms: true, demandLines: { select: { + id: true, hours: true, costRateCents: true, billRateCents: true, costTotalCents: true, priceTotalCents: true, + chapter: true, + monthlySpread: true, + scopeItemId: true, + resourceId: true, + }, + }, + scopeItems: { + select: { + id: true, + name: true, + scopeType: true, + frameCount: true, + itemCount: true, + unitMode: true, + }, + }, + resourceSnapshots: { + select: { + id: true, + resourceId: true, + displayName: true, + chapter: true, + lcrCents: true, + ucrCents: true, + location: true, + level: true, }, }, }, @@ -468,38 +568,66 @@ export const computationGraphRouter = createTRPCRouter({ }); const latestVersion = estimate?.versions[0]; + // Load effort rule sets and experience multiplier sets for this project + let effortRuleCount = 0; + let experienceRuleCount = 0; + try { + effortRuleCount = await ctx.db.effortRule.count(); + experienceRuleCount = await ctx.db.experienceMultiplierRule.count(); + } catch { + // tables may not exist yet + } + const nodes: GraphNode[] = []; const links: GraphLink[] = []; - // Budget inputs + // Budget + project inputs const hasBudget = project.budgetCents > 0; + const hasDateRange = !!(project.startDate && project.endDate); nodes.push( n("input.budgetCents", "Project Budget", hasBudget ? fmtEur(project.budgetCents) : "Not set", hasBudget ? "EUR" : "—", "INPUT", hasBudget ? `Budget for ${project.name}` : `No budget defined for ${project.name}`, 0), n("input.winProbability", "Win Probability", `${project.winProbability}%`, "%", "INPUT", "Project win probability", 0), + ...(hasDateRange ? [ + n("input.projectStart", "Project Start", project.startDate!.toISOString().slice(0, 10), "date", "INPUT", "Project start date", 0), + n("input.projectEnd", "Project End", project.endDate!.toISOString().slice(0, 10), "date", "INPUT", "Project end date", 0), + ] : []), ); - if (latestVersion && latestVersion.demandLines.length > 0) { const lines = latestVersion.demandLines; - const totalHours = lines.reduce((s, dl) => s + dl.hours, 0); - const totalCostCents = lines.reduce((s, dl) => s + dl.costTotalCents, 0); - const totalPriceCents = lines.reduce((s, dl) => s + dl.priceTotalCents, 0); - const marginCents = totalPriceCents - totalCostCents; - const marginPct = totalPriceCents > 0 ? (marginCents / totalPriceCents) * 100 : 0; + const summary = summarizeEstimateDemandLines(lines); + const { totalHours, totalCostCents, totalPriceCents, marginCents, marginPercent: marginPct } = summary; // Average rates const avgCostRate = totalHours > 0 ? Math.round(totalCostCents / totalHours) : 0; const avgBillRate = totalHours > 0 ? Math.round(totalPriceCents / totalHours) : 0; + // Chapters + const chapterMap = new Map(); + for (const dl of lines) { + const ch = dl.chapter ?? "(none)"; + chapterMap.set(ch, (chapterMap.get(ch) ?? 0) + dl.hours); + } + const chapterCount = chapterMap.size; + + // Resource snapshots + const snapshotCount = latestVersion.resourceSnapshots?.length ?? 0; + nodes.push( n("input.estLines", "Demand Lines", `${lines.length}`, "count", "INPUT", "Estimate demand line count", 0), n("input.avgCostRate", "Avg Cost Rate", fmtEur(avgCostRate), "cents/h", "INPUT", "Average cost rate across demand lines", 0), n("input.avgBillRate", "Avg Bill Rate", fmtEur(avgBillRate), "cents/h", "INPUT", "Average bill rate across demand lines", 0), + ...(snapshotCount > 0 ? [ + n("input.resourceSnapshots", "Res. Snapshots", `${snapshotCount}`, "count", "INPUT", "Resource rate snapshots frozen in estimate version", 0), + ] : []), n("est.totalHours", "Est. Hours", fmtNum(totalHours), "hours", "ESTIMATE", "Total estimated hours", 2, "Σ(line.hours)"), n("est.totalCostCents", "Est. Cost", fmtEur(totalCostCents), "EUR", "ESTIMATE", "Total estimated cost", 2, "Σ(hours × costRate)"), n("est.totalPriceCents", "Est. Price", fmtEur(totalPriceCents), "EUR", "ESTIMATE", "Total estimated price", 2, "Σ(hours × billRate)"), n("est.marginCents", "Margin", fmtEur(marginCents), "EUR", "ESTIMATE", "Price minus cost", 3, "price - cost"), n("est.marginPercent", "Margin %", `${marginPct.toFixed(1)}%`, "%", "ESTIMATE", "Margin as percentage of price", 3, "margin / price × 100"), + ...(chapterCount > 1 ? [ + n("est.chapters", "Chapters", `${chapterCount}`, "count", "ESTIMATE", `Demand lines grouped by ${chapterCount} chapters`, 1), + ] : []), ); links.push( @@ -512,13 +640,88 @@ export const computationGraphRouter = createTRPCRouter({ l("est.totalCostCents", "est.marginCents", "−", 2), l("est.marginCents", "est.marginPercent", "÷ price × 100", 2), l("est.totalPriceCents", "est.marginPercent", "÷", 1), + ...(snapshotCount > 0 ? [ + l("input.resourceSnapshots", "input.avgCostRate", "LCR snapshot", 1), + l("input.resourceSnapshots", "input.avgBillRate", "UCR snapshot", 1), + ] : []), + ...(chapterCount > 1 ? [ + l("input.estLines", "est.chapters", "group by", 1), + l("est.chapters", "est.totalHours", "Σ per chapter", 1), + ] : []), ); - // Commercial terms - const terms = latestVersion.commercialTerms as { contingencyPercent?: number; discountPercent?: number } | null; - if (terms && (terms.contingencyPercent || terms.discountPercent)) { - const contingencyPct = terms.contingencyPercent ?? 0; - const discountPct = terms.discountPercent ?? 0; + // ── EFFORT domain: scope items → demand line expansion ── + const scopeItems = latestVersion.scopeItems ?? []; + if (scopeItems.length > 0) { + const totalFrameCount = scopeItems.reduce((s, si) => s + (si.frameCount ?? 0), 0); + const totalItemCount = scopeItems.reduce((s, si) => s + (si.itemCount ?? 0), 0); + const scopeTypes = new Set(scopeItems.map((si) => si.scopeType)); + + nodes.push( + n("effort.scopeItems", "Scope Items", `${scopeItems.length}`, "count", "EFFORT", `${scopeItems.length} scope items across ${scopeTypes.size} type(s)`, 0), + ...(totalFrameCount > 0 ? [ + n("effort.totalFrames", "Total Frames", `${totalFrameCount}`, "frames", "EFFORT", "Sum of frame counts across scope items", 1), + ] : []), + ...(totalItemCount > 0 ? [ + n("effort.totalItems", "Total Items", fmtNum(totalItemCount), "items", "EFFORT", "Sum of item counts across scope items", 1), + ] : []), + n("effort.effortRules", "Effort Rules", `${effortRuleCount}`, "count", "EFFORT", "Configured effort expansion rules (scopeType → discipline)", 0), + n("effort.expandedHours", "Expanded Hours", fmtNum(totalHours), "hours", "EFFORT", "Total hours from scope-to-effort expansion (unitCount × hoursPerUnit)", 2, "Σ(unitCount × hoursPerUnit)"), + ); + + links.push( + l("effort.scopeItems", "effort.expandedHours", "expand", 2), + l("effort.effortRules", "effort.expandedHours", "× hoursPerUnit", 2), + ...(totalFrameCount > 0 ? [ + l("effort.scopeItems", "effort.totalFrames", "Σ frames", 1), + l("effort.totalFrames", "effort.expandedHours", "per_frame", 1), + ] : []), + ...(totalItemCount > 0 ? [ + l("effort.scopeItems", "effort.totalItems", "Σ items", 1), + l("effort.totalItems", "effort.expandedHours", "per_item", 1), + ] : []), + l("effort.expandedHours", "est.totalHours", "→ demand lines", 2), + ); + } + + // ── EXPERIENCE domain: multiplier rules ── + if (experienceRuleCount > 0) { + nodes.push( + n("exp.ruleCount", "Exp. Rules", `${experienceRuleCount}`, "count", "EXPERIENCE", "Experience multiplier rules (chapter/location/level → rate adjustments)", 0), + n("exp.costMultiplier", "Cost Multiplier", "per rule", "×", "EXPERIENCE", "Multiplier applied to cost rate (costRateCents × multiplier)", 1, "costRate × costMultiplier"), + n("exp.billMultiplier", "Bill Multiplier", "per rule", "×", "EXPERIENCE", "Multiplier applied to bill rate (billRateCents × multiplier)", 1, "billRate × billMultiplier"), + n("exp.shoringRatio", "Shoring Ratio", "per rule", "ratio", "EXPERIENCE", "Offshore/nearshore effort factor (onsiteHours + offshoreHours × (1 + additionalEffort))", 2, "onsite + offshore × (1 + addlEffort)"), + n("exp.adjustedRates", "Adjusted Rates", "applied", "—", "EXPERIENCE", "Final cost and bill rates after experience multipliers", 2, "rate × multiplier"), + ); + + links.push( + l("exp.ruleCount", "exp.costMultiplier", "match rule", 1), + l("exp.ruleCount", "exp.billMultiplier", "match rule", 1), + l("exp.ruleCount", "exp.shoringRatio", "match rule", 1), + l("exp.costMultiplier", "exp.adjustedRates", "×", 2), + l("exp.billMultiplier", "exp.adjustedRates", "×", 2), + l("exp.shoringRatio", "exp.adjustedRates", "adjust hours", 1), + l("exp.adjustedRates", "est.totalCostCents", "→ costRate", 1), + l("exp.adjustedRates", "est.totalPriceCents", "→ billRate", 1), + ); + } + + // ── COMMERCIAL terms (enhanced) ── + const terms = latestVersion.commercialTerms as { + contingencyPercent?: number; + discountPercent?: number; + pricingModel?: string; + paymentTermDays?: number; + warrantyMonths?: number; + paymentMilestones?: Array<{ label: string; percent: number; dueDate?: string | null }>; + } | null; + + const hasCommercialAdjustments = terms && (terms.contingencyPercent || terms.discountPercent); + const hasCommercialMeta = terms && (terms.pricingModel || terms.paymentTermDays || terms.warrantyMonths); + + if (hasCommercialAdjustments) { + const contingencyPct = terms!.contingencyPercent ?? 0; + const discountPct = terms!.discountPercent ?? 0; const contingencyCents = Math.round(totalCostCents * contingencyPct / 100); const discountCents = Math.round(totalPriceCents * discountPct / 100); const adjCost = totalCostCents + contingencyCents; @@ -527,8 +730,8 @@ export const computationGraphRouter = createTRPCRouter({ const adjMarginPct = adjPrice > 0 ? (adjMargin / adjPrice) * 100 : 0; nodes.push( - n("input.contingencyPct", "Contingency %", `${contingencyPct}%`, "%", "INPUT", "Contingency percentage", 0), - n("input.discountPct", "Discount %", `${discountPct}%`, "%", "INPUT", "Discount percentage", 0), + n("input.contingencyPct", "Contingency %", `${contingencyPct}%`, "%", "INPUT", "Contingency percentage (risk buffer on cost)", 0), + n("input.discountPct", "Discount %", `${discountPct}%`, "%", "INPUT", "Discount percentage (reduction on sell side)", 0), n("comm.contingencyCents", "Contingency", fmtEur(contingencyCents), "EUR", "COMMERCIAL", "Contingency surcharge", 2, "baseCost × contingency%"), n("comm.discountCents", "Discount", fmtEur(discountCents), "EUR", "COMMERCIAL", "Discount deduction", 2, "basePrice × discount%"), n("comm.adjustedCost", "Adj. Cost", fmtEur(adjCost), "EUR", "COMMERCIAL", "Cost plus contingency", 3, "baseCost + contingency"), @@ -552,9 +755,87 @@ export const computationGraphRouter = createTRPCRouter({ l("comm.adjustedPrice", "comm.adjustedMarginPct", "÷", 1), ); } + + // Commercial metadata nodes (pricingModel, payment terms, milestones) + if (hasCommercialMeta || (terms?.paymentMilestones && terms.paymentMilestones.length > 0)) { + if (terms!.pricingModel) { + nodes.push( + n("comm.pricingModel", "Pricing Model", terms!.pricingModel.replace(/_/g, " "), "—", "COMMERCIAL", `Pricing model: ${terms!.pricingModel}`, 0), + ); + } + if (terms!.paymentTermDays) { + nodes.push( + n("comm.paymentTermDays", "Payment Terms", `${terms!.paymentTermDays} days`, "days", "COMMERCIAL", `Net payment terms: ${terms!.paymentTermDays} days`, 0), + ); + } + if (terms!.warrantyMonths) { + nodes.push( + n("comm.warrantyMonths", "Warranty", `${terms!.warrantyMonths} mo`, "months", "COMMERCIAL", `Warranty period: ${terms!.warrantyMonths} months`, 0), + ); + } + const milestones = terms!.paymentMilestones ?? []; + if (milestones.length > 0) { + const effectivePrice = hasCommercialAdjustments + ? totalPriceCents - Math.round(totalPriceCents * (terms!.discountPercent ?? 0) / 100) + : totalPriceCents; + nodes.push( + n("comm.milestones", "Milestones", `${milestones.length}`, "count", "COMMERCIAL", `${milestones.length} payment milestones (${milestones.map((m) => `${m.label}: ${m.percent}%`).join(", ")})`, 2), + n("comm.milestoneTotalPct", "Milestone Sum", `${milestones.reduce((s, m) => s + m.percent, 0).toFixed(0)}%`, "%", "COMMERCIAL", "Sum of milestone percentages (should be 100%)", 2, "Σ(milestone.percent)"), + ); + links.push( + l(hasCommercialAdjustments ? "comm.adjustedPrice" : "est.totalPriceCents", "comm.milestones", "× %", 1), + ); + } + } + + // ── SPREAD domain: monthly + weekly distribution ── + if (hasDateRange) { + // Compute monthly spread from demand lines + const spreadResult = computeEvenSpread({ + totalHours, + startDate: project.startDate!, + endDate: project.endDate!, + }); + const monthCount = spreadResult.months.length; + + // Compute weekly phasing + const weeklyResult = distributeHoursToWeeks({ + totalHours, + startDate: project.startDate!.toISOString().slice(0, 10), + endDate: project.endDate!.toISOString().slice(0, 10), + pattern: "even", + }); + const weekCount = weeklyResult.weeks.length; + + // Check if demand lines have manual monthly spreads + const hasManualSpreads = lines.some((dl) => { + const spread = dl.monthlySpread as Record | null; + return spread && Object.keys(spread).length > 0; + }); + + nodes.push( + n("spread.monthCount", "Months", `${monthCount}`, "count", "SPREAD", `${monthCount} months in project date range`, 1), + n("spread.weekCount", "Weeks", `${weekCount}`, "count", "SPREAD", `${weekCount} ISO weeks in project date range`, 1), + n("spread.monthlySpread", "Monthly Spread", hasManualSpreads ? "manual + even" : "even", "—", "SPREAD", "Hours distributed across months weighted by working days", 2, "hours × (monthWorkDays / totalWorkDays)"), + n("spread.weeklyPhasing", "Weekly Phasing", "even", "—", "SPREAD", "Hours distributed across ISO weeks (even/front/back-loaded)", 2, "totalHours / weekCount"), + n("spread.totalDistributed", "Distributed Hours", fmtNum(weeklyResult.totalDistributedHours), "hours", "SPREAD", "Total hours after weekly distribution (should match estimate)", 3, "Σ(weeklyHours)"), + ); + + links.push( + l("input.projectStart", "spread.monthCount", "→ range", 1), + l("input.projectEnd", "spread.monthCount", "→ range", 1), + l("input.projectStart", "spread.weekCount", "→ range", 1), + l("input.projectEnd", "spread.weekCount", "→ range", 1), + l("est.totalHours", "spread.monthlySpread", "distribute", 2), + l("spread.monthCount", "spread.monthlySpread", "÷ by workdays", 1), + l("est.totalHours", "spread.weeklyPhasing", "distribute", 2), + l("spread.weekCount", "spread.weeklyPhasing", "÷ by weeks", 1), + l("spread.weeklyPhasing", "spread.totalDistributed", "Σ", 2), + ); + } } - // Budget status — always show allocation totals; remaining/utilization only when budget > 0 + // ── Budget status ── const projectAllocs = await ctx.db.assignment.findMany({ where: { projectId: input.projectId }, select: { status: true, dailyCostCents: true, startDate: true, endDate: true, hoursPerDay: true }, @@ -575,6 +856,9 @@ export const computationGraphRouter = createTRPCRouter({ project.endDate ?? new Date(), ); + // Total allocated hours for comparison + const totalAllocatedHours = projectAllocs.reduce((sum, pa) => sum + pa.hoursPerDay, 0); + nodes.push( n("budget.confirmedCents", "Confirmed", fmtEur(budgetStatus.confirmedCents), "EUR", "BUDGET", "Confirmed allocation costs", 2, "Σ(CONFIRMED allocs)"), n("budget.proposedCents", "Proposed", fmtEur(budgetStatus.proposedCents), "EUR", "BUDGET", "Proposed allocation costs", 2, "Σ(PROPOSED allocs)"), @@ -590,9 +874,12 @@ export const computationGraphRouter = createTRPCRouter({ hasBudget ? "Budget utilization" : "Cannot compute — no budget set", 3, hasBudget ? "allocated / budget × 100" : "needs budget"), n("budget.weightedCents", "Win-Weighted", fmtEur(budgetStatus.winProbabilityWeightedCents), "EUR", "BUDGET", "Win-weighted cost", 3, "allocated × winProb / 100"), + n("budget.allocCount", "Allocations", `${projectAllocs.length}`, "count", "BUDGET", `${projectAllocs.length} resource allocations on project`, 1), ); links.push( + l("budget.allocCount", "budget.confirmedCents", "Σ confirmed", 1), + l("budget.allocCount", "budget.proposedCents", "Σ proposed", 1), l("budget.confirmedCents", "budget.allocatedCents", "+", 2), l("budget.proposedCents", "budget.allocatedCents", "+", 2), l("input.budgetCents", "budget.remainingCents", "−", 2), @@ -602,6 +889,25 @@ export const computationGraphRouter = createTRPCRouter({ l("budget.allocatedCents", "budget.weightedCents", "× winProb / 100", 1), l("input.winProbability", "budget.weightedCents", "×", 1), ); + + // Estimate vs actual gap (if estimate exists) + if (latestVersion && latestVersion.demandLines.length > 0) { + const estCost = latestVersion.demandLines.reduce((s, dl) => s + dl.costTotalCents, 0); + const gapCents = budgetStatus.allocatedCents - estCost; + nodes.push( + n("budget.estVsActualGap", "Est. vs Actual", fmtEur(Math.abs(gapCents)), "EUR", "BUDGET", + gapCents > 0 + ? `Actual allocations exceed estimate by ${fmtEur(gapCents)}` + : gapCents < 0 + ? `Actual allocations under estimate by ${fmtEur(Math.abs(gapCents))}` + : "Actual allocations match estimate", + 3, "allocated - estCost"), + ); + links.push( + l("budget.allocatedCents", "budget.estVsActualGap", "−", 1), + l("est.totalCostCents", "budget.estVsActualGap", "−", 1), + ); + } } return {