feat: computation graph — add all missing engine variables and calculations
Added 30+ new nodes covering every engine calculation module: - SAH: publicHolidayDays, scheduleRules separation - Allocation: workingDays, utilizationPct intermediates - Chargeability: bd/mdi/mo/pdr/absence ratio breakdowns - Effort rules (new domain): scopeItems, totalFrames, expandedHours - Experience multipliers (new domain): costMultiplier, billMultiplier, shoringRatio - Commercial terms: pricingModel, paymentTermDays, warrantyMonths, milestones - Spread (new domain): monthCount, weekCount, monthlySpread, weeklyPhasing - Budget: allocCount, estVsActualGap - Project: projectStart/End, resourceSnapshots, chapters Co-Authored-By: claude-flow <ruv@ruv.net>
This commit is contained in:
@@ -175,7 +175,7 @@ export function DispoImportClient() {
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Dispo Import
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</h1>
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<p className="text-sm text-gray-500 dark:text-gray-400 mt-1">
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Manage V2 data imports from Dispo workbooks
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Manage Dispo imports
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</p>
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</div>
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<Button onClick={() => setShowNewModal(true)}>New Import</Button>
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@@ -6,6 +6,9 @@ import {
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getMonthRange,
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countWorkingDaysInOverlap,
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DEFAULT_CALCULATION_RULES,
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summarizeEstimateDemandLines,
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computeEvenSpread,
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distributeHoursToWeeks,
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type AssignmentSlice,
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} from "@planarchy/engine";
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import type { CalculationRule, AbsenceDay, SpainScheduleRule, WeekdayAvailability } from "@planarchy/shared";
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@@ -141,9 +144,14 @@ export const computationGraphRouter = createTRPCRouter({
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select: { startDate: true, endDate: true, type: true, isHalfDay: true },
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});
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// Build absence dates for SAH (ISO strings)
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// Build absence dates for SAH (ISO strings), separating public holidays
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const publicHolidayStrings: string[] = [];
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const absenceDateStrings: string[] = [];
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const absenceDays: AbsenceDay[] = [];
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let halfDayCount = 0;
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let vacationDayCount = 0;
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let sickDayCount = 0;
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let publicHolidayCount = 0;
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for (const v of vacations) {
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const vStart = new Date(Math.max(v.startDate.getTime(), monthStart.getTime()));
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const vEnd = new Date(Math.min(v.endDate.getTime(), monthEnd.getTime()));
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@@ -156,12 +164,21 @@ export const computationGraphRouter = createTRPCRouter({
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: v.type === "PUBLIC_HOLIDAY" ? "PUBLIC_HOLIDAY" as const
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: "VACATION" as const;
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while (cursor <= endNorm) {
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absenceDateStrings.push(cursor.toISOString().slice(0, 10));
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const isoDate = cursor.toISOString().slice(0, 10);
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if (triggerType === "PUBLIC_HOLIDAY") {
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publicHolidayStrings.push(isoDate);
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publicHolidayCount++;
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} else {
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absenceDateStrings.push(isoDate);
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if (triggerType === "VACATION") vacationDayCount++;
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if (triggerType === "SICK") sickDayCount++;
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}
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absenceDays.push({
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date: new Date(cursor),
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type: triggerType,
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...(v.isHalfDay ? { isHalfDay: true } : {}),
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});
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if (v.isHalfDay) halfDayCount++;
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cursor.setUTCDate(cursor.getUTCDate() + 1);
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}
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}
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@@ -187,7 +204,7 @@ export const computationGraphRouter = createTRPCRouter({
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fte: resource.fte,
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periodStart: monthStart,
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periodEnd: monthEnd,
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publicHolidays: [],
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publicHolidays: publicHolidayStrings,
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absenceDays: absenceDateStrings,
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});
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@@ -301,6 +318,9 @@ export const computationGraphRouter = createTRPCRouter({
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const avgHoursPerDay = assignments.length > 0
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? assignments.reduce((sum, a) => sum + a.hoursPerDay, 0) / assignments.length
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: 0;
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const totalWorkingDaysInMonth = assignments.reduce((sum, a) => {
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return sum + countWorkingDaysInOverlap(monthStart, monthEnd, a.startDate, a.endDate);
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}, 0);
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// Format weekly availability for display
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const weekdayLabels = ["Mo", "Tu", "We", "Th", "Fr"];
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@@ -311,30 +331,46 @@ export const computationGraphRouter = createTRPCRouter({
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? `${weekdayValues[0]}h/day`
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: weekdayLabels.map((d, i) => `${d}:${weekdayValues[i]}`).join(" ");
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// Derived utilization ratio
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const utilizationPct = sahResult.standardAvailableHours > 0
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? (totalAllocHours / sahResult.standardAvailableHours) * 100
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: 0;
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// Has schedule rules (Spain variable hours)?
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const hasScheduleRules = !!scheduleRules;
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const nodes: GraphNode[] = [
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// INPUT
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n("input.fte", "FTE", fmtNum(resource.fte, 2), "ratio", "INPUT", `Resource FTE factor`, 0),
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n("input.dailyHours", "Country Hours", `${dailyHours} h`, "hours", "INPUT", `Base daily working hours (${resource.country?.code ?? "?"})`, 0),
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...(hasScheduleRules ? [
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n("input.scheduleRules", "Schedule Rules", "Spain", "—", "INPUT", "Variable daily hours (regular/friday/summer)", 0),
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] : []),
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n("input.weeklyAvail", "Weekly Avail.", `${weeklyTotalHours}h`, "h/week", "INPUT", `Resource availability: ${availabilityLabel}`, 0),
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n("input.lcrCents", "LCR", fmtEur(resource.lcrCents), "cents/h", "INPUT", "Loaded Cost Rate per hour", 0),
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n("input.hoursPerDay", "Hours/Day", fmtNum(avgHoursPerDay), "hours", "INPUT", "Average hours/day across assignments", 0),
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n("input.absences", "Absences", `${absenceDays.length}`, "count", "INPUT", `Absence days in ${input.month}`, 0),
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n("input.absences", "Absences", `${absenceDays.length}`, "count", "INPUT", `Absence days in ${input.month} (${vacationDayCount} vacation, ${sickDayCount} sick${halfDayCount > 0 ? `, ${halfDayCount} half-day` : ""})`, 0),
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n("input.publicHolidays", "Public Holidays", `${publicHolidayCount}`, "count", "INPUT", `Public holidays in ${input.month}`, 0),
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n("input.calcRules", "Active Rules", `${calcRules.length}`, "count", "INPUT", "Active calculation rules", 0),
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n("input.targetPct", "Target", fmtPct(targetPct), "%", "INPUT", `Chargeability target (${resource.managementLevelGroup?.name ?? "legacy"})`, 0),
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n("input.assignmentCount", "Assignments", `${assignments.length}`, "count", "INPUT", `Active assignments in ${input.month}`, 0),
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// SAH
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n("sah.calendarDays", "Calendar Days", `${sahResult.calendarDays}`, "days", "SAH", "Total calendar days in period", 1),
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n("sah.weekendDays", "Weekend Days", `${sahResult.weekendDays}`, "days", "SAH", "Saturday + Sunday count", 1),
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n("sah.grossWorkingDays", "Gross Work Days", `${sahResult.grossWorkingDays}`, "days", "SAH", "Calendar days minus weekends", 1, "calendarDays - weekendDays"),
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n("sah.absenceDays", "Absence Ded.", `${sahResult.absenceDays}`, "days", "SAH", "Absences falling on working days", 1),
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n("sah.netWorkingDays", "Net Work Days", `${sahResult.netWorkingDays}`, "days", "SAH", "Working days after deductions", 2, "gross - absences"),
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n("sah.effectiveHoursPerDay", "Eff. Hrs/Day", fmtNum(sahResult.effectiveHoursPerDay), "hours", "SAH", "Average effective hours per net working day", 2, "Σ(dailyHours × FTE) / netDays"),
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n("sah.publicHolidayDays", "Holiday Ded.", `${sahResult.publicHolidayDays}`, "days", "SAH", "Public holidays falling on working days", 1),
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n("sah.absenceDays", "Absence Ded.", `${sahResult.absenceDays}`, "days", "SAH", "Absences (vacation/sick) falling on working days", 1),
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n("sah.netWorkingDays", "Net Work Days", `${sahResult.netWorkingDays}`, "days", "SAH", "Working days after deductions", 2, "gross - holidays - absences"),
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n("sah.effectiveHoursPerDay", "Eff. Hrs/Day", fmtNum(sahResult.effectiveHoursPerDay), "hours", "SAH", "Average effective hours per net working day (FTE-scaled)", 2, "Σ(dailyHours × FTE) / netDays"),
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n("sah.sah", "SAH", fmtNum(sahResult.standardAvailableHours), "hours", "SAH", "Standard Available Hours — chargeability denominator", 2, "Σ(dailyHours × FTE) per net day"),
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// ALLOCATION
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n("alloc.totalHours", "Total Hours", fmtNum(totalAllocHours), "hours", "ALLOCATION", "Sum of effective hours across assignments", 2, "Σ(effectiveHours/day)"),
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n("alloc.workingDays", "Work Days", `${totalWorkingDaysInMonth}`, "days", "ALLOCATION", "Working days covered by assignments in period", 1, "Σ(overlap workdays)"),
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n("alloc.totalHours", "Total Hours", fmtNum(totalAllocHours), "hours", "ALLOCATION", "Sum of effective hours across assignments", 2, "Σ(min(h/day, avail) × workdays)"),
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n("alloc.dailyCostCents", "Daily Cost", fmtEur(dailyCostCents), "EUR", "ALLOCATION", "Cost per working day", 1, "hoursPerDay × LCR"),
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n("alloc.totalCostCents", "Total Cost", fmtEur(totalAllocCostCents), "EUR", "ALLOCATION", "Sum of daily costs", 2, "Σ(dailyCost)"),
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n("alloc.totalCostCents", "Total Cost", fmtEur(totalAllocCostCents), "EUR", "ALLOCATION", "Sum of daily costs", 2, "Σ(dailyCost × workdays)"),
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n("alloc.utilizationPct", "Utilization", `${utilizationPct.toFixed(1)}%`, "%", "ALLOCATION", "Allocation utilization: allocated hours / SAH", 3, "totalHours / SAH × 100"),
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...(hasRulesEffect ? [
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n("alloc.chargeableHours", "Chargeable Hrs", fmtNum(totalChargeableHours), "hours", "ALLOCATION", "Rules-adjusted chargeable hours", 2, "rules-adjusted"),
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n("alloc.projectCostCents", "Project Cost", fmtEur(totalProjectCostCents), "EUR", "ALLOCATION", "Rules-adjusted project cost", 2, "rules-adjusted"),
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@@ -345,11 +381,29 @@ export const computationGraphRouter = createTRPCRouter({
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n("rules.activeRules", "Matched Rules", `${calcRules.length} rules`, "—", "RULES", "Rules evaluated for absence days", 1),
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n("rules.costEffect", "Cost Effect", hasRulesEffect ? "ZERO" : "—", "—", "RULES", "How absent days affect project cost", 1, "CHARGE / ZERO / REDUCE"),
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n("rules.chgEffect", "Chg Effect", hasRulesEffect ? "COUNT" : "—", "—", "RULES", "How absent days affect chargeability", 1, "COUNT / SKIP"),
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...(hasRulesEffect ? [
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n("rules.costReduction", "Cost Reduction", "per rule", "—", "RULES", "Cost reduction percentage applied to absent hours", 2, "normalCost × (100 - reductionPct) / 100"),
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] : []),
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] : []),
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// CHARGEABILITY
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// CHARGEABILITY — full breakdown from deriveResourceForecast
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n("chg.chgHours", "Chg Hours", fmtNum(forecast.chg * sahResult.standardAvailableHours), "hours", "CHARGEABILITY", "Total chargeable hours", 2, "Σ(Chg-category slices)"),
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n("chg.chg", "Chargeability", fmtPct(forecast.chg), "%", "CHARGEABILITY", "Chargeability ratio", 3, "chgHours / SAH"),
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...(forecast.bd > 0 ? [
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n("chg.bd", "BD Ratio", fmtPct(forecast.bd), "%", "CHARGEABILITY", `Business development: ${fmtNum(forecast.bd * sahResult.standardAvailableHours)}h`, 3, "bdHours / SAH"),
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] : []),
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...(forecast.mdi > 0 ? [
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n("chg.mdi", "MD&I Ratio", fmtPct(forecast.mdi), "%", "CHARGEABILITY", `MD&I hours: ${fmtNum(forecast.mdi * sahResult.standardAvailableHours)}h`, 3, "mdiHours / SAH"),
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] : []),
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...(forecast.mo > 0 ? [
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n("chg.mo", "M&O Ratio", fmtPct(forecast.mo), "%", "CHARGEABILITY", `M&O hours: ${fmtNum(forecast.mo * sahResult.standardAvailableHours)}h`, 3, "moHours / SAH"),
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] : []),
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...(forecast.pdr > 0 ? [
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n("chg.pdr", "PD&R Ratio", fmtPct(forecast.pdr), "%", "CHARGEABILITY", `PD&R hours: ${fmtNum(forecast.pdr * sahResult.standardAvailableHours)}h`, 3, "pdrHours / SAH"),
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] : []),
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...(forecast.absence > 0 ? [
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n("chg.absence", "Absence Ratio", fmtPct(forecast.absence), "%", "CHARGEABILITY", `Absence hours: ${fmtNum(forecast.absence * sahResult.standardAvailableHours)}h`, 3, "absenceHours / SAH"),
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] : []),
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n("chg.unassigned", "Unassigned", fmtPct(forecast.unassigned), "%", "CHARGEABILITY", `${fmtNum(forecast.unassigned * sahResult.standardAvailableHours)}h of ${fmtNum(sahResult.standardAvailableHours)}h SAH not assigned`, 3, "max(0, SAH - assigned) / SAH"),
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n("chg.target", "Target", fmtPct(targetPct), "%", "CHARGEABILITY", "Chargeability target from management level", 3),
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n("chg.gap", "Gap to Target", `${forecast.chg - targetPct >= 0 ? "+" : ""}${((forecast.chg - targetPct) * 100).toFixed(1)} pp`, "pp", "CHARGEABILITY", `Chargeability (${fmtPct(forecast.chg)}) vs. target (${fmtPct(targetPct)})`, 3, "chargeability − target"),
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@@ -361,10 +415,15 @@ export const computationGraphRouter = createTRPCRouter({
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const links: GraphLink[] = [
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// INPUT → SAH
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l("input.dailyHours", "sah.grossWorkingDays", "base hours", 1),
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...(hasScheduleRules ? [
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l("input.scheduleRules", "sah.effectiveHoursPerDay", "variable h/day", 1),
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] : []),
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l("sah.calendarDays", "sah.grossWorkingDays", "− weekends", 2),
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l("sah.weekendDays", "sah.grossWorkingDays", "−", 1),
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l("input.publicHolidays", "sah.publicHolidayDays", "∩ workdays", 1),
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l("input.absences", "sah.absenceDays", "∩ workdays", 1),
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l("sah.grossWorkingDays", "sah.netWorkingDays", "−", 2),
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l("sah.publicHolidayDays", "sah.netWorkingDays", "−", 1),
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l("sah.absenceDays", "sah.netWorkingDays", "−", 1),
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l("input.dailyHours", "sah.effectiveHoursPerDay", "×", 1),
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l("input.fte", "sah.effectiveHoursPerDay", "× FTE", 2),
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@@ -376,8 +435,14 @@ export const computationGraphRouter = createTRPCRouter({
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l("input.weeklyAvail", "alloc.totalHours", "caps h/day", 2),
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l("input.hoursPerDay", "alloc.dailyCostCents", "×", 1),
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l("input.lcrCents", "alloc.dailyCostCents", "× LCR", 2),
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l("input.hoursPerDay", "alloc.workingDays", "per assignment", 1),
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l("input.assignmentCount", "alloc.workingDays", "× overlap", 1),
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l("alloc.workingDays", "alloc.totalHours", "× h/day", 2),
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l("input.hoursPerDay", "alloc.totalHours", "× workdays", 1),
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l("alloc.dailyCostCents", "alloc.totalCostCents", "Σ", 2),
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l("alloc.dailyCostCents", "alloc.totalCostCents", "× workdays", 2),
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l("alloc.workingDays", "alloc.totalCostCents", "×", 1),
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l("alloc.totalHours", "alloc.utilizationPct", "÷ SAH × 100", 2),
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l("sah.sah", "alloc.utilizationPct", "÷", 1),
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// RULES → ALLOCATION (if absences)
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...(absenceDays.length > 0 ? [
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@@ -392,12 +457,20 @@ export const computationGraphRouter = createTRPCRouter({
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l("alloc.totalCostCents", "alloc.projectCostCents", "adjust", 1),
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l("rules.chgEffect", "alloc.chargeableHours", "apply", 2),
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l("alloc.totalHours", "alloc.chargeableHours", "adjust", 1),
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...(absenceDays.length > 0 ? [
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l("rules.costEffect", "rules.costReduction", "reduce %", 1),
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] : []),
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] : []),
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// ALLOCATION + SAH → CHARGEABILITY
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l(hasRulesEffect ? "alloc.chargeableHours" : "alloc.totalHours", "chg.chgHours", "Σ Chg", 2),
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l("chg.chgHours", "chg.chg", "÷ SAH", 2),
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l("sah.sah", "chg.chg", "÷", 2),
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...(forecast.bd > 0 ? [l("sah.sah", "chg.bd", "÷", 1)] : []),
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...(forecast.mdi > 0 ? [l("sah.sah", "chg.mdi", "÷", 1)] : []),
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...(forecast.mo > 0 ? [l("sah.sah", "chg.mo", "÷", 1)] : []),
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...(forecast.pdr > 0 ? [l("sah.sah", "chg.pdr", "÷", 1)] : []),
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...(forecast.absence > 0 ? [l("sah.sah", "chg.absence", "÷", 1)] : []),
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l("sah.sah", "chg.unassigned", "− assigned ÷ SAH", 1),
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l("chg.chgHours", "chg.unassigned", "SAH − Σ", 1),
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l("input.targetPct", "chg.target", "=", 1),
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@@ -421,7 +494,7 @@ export const computationGraphRouter = createTRPCRouter({
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}),
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/**
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* Project View: Estimate, Commercial, Budget
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* Project View: Estimate, Commercial, Experience, Effort, Spread, Budget
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*/
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getProjectData: controllerProcedure
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.input(z.object({
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@@ -441,7 +514,7 @@ export const computationGraphRouter = createTRPCRouter({
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},
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});
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// Load latest estimate version with demand lines
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// Load latest estimate version with demand lines + scope items
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const estimate = await ctx.db.estimate.findFirst({
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where: { projectId: input.projectId },
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select: {
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@@ -454,11 +527,38 @@ export const computationGraphRouter = createTRPCRouter({
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commercialTerms: true,
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demandLines: {
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select: {
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id: true,
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hours: true,
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costRateCents: true,
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billRateCents: true,
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costTotalCents: true,
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priceTotalCents: true,
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chapter: true,
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monthlySpread: true,
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scopeItemId: true,
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resourceId: true,
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},
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},
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scopeItems: {
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select: {
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id: true,
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name: true,
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scopeType: true,
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frameCount: true,
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itemCount: true,
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unitMode: true,
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},
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},
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resourceSnapshots: {
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select: {
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id: true,
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resourceId: true,
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displayName: true,
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chapter: true,
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lcrCents: true,
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ucrCents: true,
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location: true,
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level: true,
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},
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},
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},
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@@ -468,38 +568,66 @@ export const computationGraphRouter = createTRPCRouter({
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});
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const latestVersion = estimate?.versions[0];
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// Load effort rule sets and experience multiplier sets for this project
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let effortRuleCount = 0;
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let experienceRuleCount = 0;
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try {
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effortRuleCount = await ctx.db.effortRule.count();
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experienceRuleCount = await ctx.db.experienceMultiplierRule.count();
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} catch {
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// tables may not exist yet
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}
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const nodes: GraphNode[] = [];
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const links: GraphLink[] = [];
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// Budget inputs
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// Budget + project inputs
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const hasBudget = project.budgetCents > 0;
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const hasDateRange = !!(project.startDate && project.endDate);
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nodes.push(
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n("input.budgetCents", "Project Budget", hasBudget ? fmtEur(project.budgetCents) : "Not set", hasBudget ? "EUR" : "—", "INPUT", hasBudget ? `Budget for ${project.name}` : `No budget defined for ${project.name}`, 0),
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n("input.winProbability", "Win Probability", `${project.winProbability}%`, "%", "INPUT", "Project win probability", 0),
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...(hasDateRange ? [
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n("input.projectStart", "Project Start", project.startDate!.toISOString().slice(0, 10), "date", "INPUT", "Project start date", 0),
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n("input.projectEnd", "Project End", project.endDate!.toISOString().slice(0, 10), "date", "INPUT", "Project end date", 0),
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] : []),
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);
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if (latestVersion && latestVersion.demandLines.length > 0) {
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const lines = latestVersion.demandLines;
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const totalHours = lines.reduce((s, dl) => s + dl.hours, 0);
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||||
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<string, number>();
|
||||
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<string, number> | 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 {
|
||||
|
||||
Reference in New Issue
Block a user