Hartmut/CapaKraken

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Hartmut 47e4d701ff chore(repo): checkpoint current capakraken implementation state

2026-03-29 12:47:12 +02:00

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Plan: Resource Model Extensions (EID Attributes)

Date: 2026-03-13 Status: Draft Depends on: Country/SAH, OrgUnit hierarchy

Problem

The Dispo Categories file defines a rich set of EID (employee) attributes that CapaKraken's Resource model currently does not cover. These attributes are needed for chargeability reporting, resource filtering, and organizational grouping.

Current Resource Model (relevant fields)

Resource {
  id, name, email, skills (JSONB), isActive, postalCode, federalState,
  portfolioUrl, roleId, aiSummary, fte, userId, ...
}

Required New Attributes

Attributes that need DB storage

Attribute	Type	Source	Notes
Enterprise ID	String	manual/import	ACN-style username (e.g. "a.kasperovich")
Country	FK → Country	manual	See plan-country-sah-fte.md
Metro City	FK → MetroCity	manual	See plan-country-sah-fte.md
Org Unit (L7)	FK → OrgUnit	manual	See plan-org-unit-hierarchy.md
Management Level Group	FK → ManagementLevel	manual	See below
Management Level	derived from group	-	Sub-level within group
FTE	Float	manual	Already exists, ensure 2+ decimal precision
Resource Type	Enum	manual	Apprentice, Employee, Freelancer, Intern, Student
Chg Responsibility	Boolean	manual	Default: true. Drives "Accenture" resource type derivation
Rolled Off	Boolean	manual	Status flag, default: false
Departed	Boolean	manual	Status flag, default: false
Client Unit	FK → Client? or String	manual	Primary client assignment for reporting

Attributes that are derived (no DB input)

Attribute	Derivation Rule
Long-term absence	Derived from vacation/absence system (extended leave)
Chapter	Derived from OrgUnit L7 → name
Department	Derived from OrgUnit L6 → name
MV Ressource Type (reporting)	Derived: see resource type derivation rules

Resource Type Derivation for Reporting

The chargeability report uses a "MV Ressource Type" that differs from the stored Resource Type:

Reporting Type	Derivation Rule
Production Studios	`chgResponsibility = true` AND country is Germany
Near&Offshore	Country is NOT Germany AND resource type is Employee/Freelancer
Accenture	`chgResponsibility = false` (regardless of country)
Long-term absence	Has active long-term absence flag

These are computed at query time, not stored. An admin UI can make the country→reporting-type mapping configurable.

Management Level Model

New: `ManagementLevelGroup` model

model ManagementLevelGroup {
  id               String   @id @default(cuid())
  name             String   @unique              // "Analyst", "Consultant", "Manager", etc.
  targetPercentage Float                         // Official chargeability target (e.g. 0.805)
  sortOrder        Int      @default(0)
  createdAt        DateTime @default(now())
  updatedAt        DateTime @updatedAt

  levels           ManagementLevel[]
  resources        Resource[]
}

New: `ManagementLevel` model

model ManagementLevel {
  id      String               @id @default(cuid())
  name    String               @unique   // "10-Senior Analyst", "11-Analyst", etc.
  groupId String
  group   ManagementLevelGroup @relation(fields: [groupId], references: [id])

  resources Resource[]
}

Seed Data

Group	Target %	Levels
Accenture Leadership	36.5%	(levels 1-4, names TBD)
Senior Manager	54.6%	5-Associate Director, 6-Senior Manager
Manager	74.7%	7-Manager
Consultant	80.8%	8-Associate Manager, 9-Team Lead/Consultant
Analyst	80.5%	10-Senior Analyst, 11-Analyst
Associate	77.0%	12-Associate, 13-New Associate

Schema Changes on Resource

model Resource {
  // ... existing fields ...

  enterpriseId            String?   @unique       // ACN enterprise ID
  countryId               String?                 // FK → Country
  country                 Country?  @relation(...)
  metroCityId             String?                 // FK → MetroCity
  metroCity               MetroCity? @relation(...)
  orgUnitId               String?                 // FK → OrgUnit (L7)
  orgUnit                 OrgUnit?  @relation(...)
  managementLevelGroupId  String?                 // FK → ManagementLevelGroup
  managementLevelGroup    ManagementLevelGroup? @relation(...)
  managementLevelId       String?                 // FK → ManagementLevel
  managementLevel         ManagementLevel? @relation(...)
  resourceType            ResourceType @default(EMPLOYEE)
  chgResponsibility       Boolean   @default(true)
  rolledOff               Boolean   @default(false)
  departed                Boolean   @default(false)
  clientUnitId            String?                 // Primary client for reporting
  clientUnit              Client?   @relation("ResourceClientUnit", fields: [clientUnitId], references: [id])
}

enum ResourceType {
  EMPLOYEE
  FREELANCER
  APPRENTICE
  INTERN
  STUDENT
}

UI Changes

Add to ResourceModal.tsx:

Field	UI Element	Notes
Enterprise ID	Text input	Optional, unique
Country	Dropdown	Required for SAH
Metro City	Dropdown (filtered by country)	Optional
Org Unit	Cascading L5→L6→L7 picker	Stores L7
Management Level Group	Dropdown	Drives target %
Management Level	Dropdown (filtered by group)	Specific level
Resource Type	Dropdown (5 values)	Default: Employee
Chg Responsibility	Toggle	Default: on
Client Unit	Client picker	Primary client for reporting
Rolled Off	Toggle	Status
Departed	Toggle	Status

Admin: Management Level Management (`/admin/management-levels`)

Table of management level groups with target percentages
Nested levels within each group
Editable target % (changes over time)
Add/edit levels

Resource List Enhancements

New columns: Enterprise ID, Country, Org Unit, Management Level, Client Unit
Filters for: Country, Org Unit (L6/L7), Management Level Group, Resource Type, Client Unit
Status filter: active / rolled off / departed

LCR and UCR

The Dispo file mentions LCR (Local Cost Rate) and UCR (Unit Cost Rate) but has no defined values yet. These are likely cost rates per resource used in budget calculations.

Recommendation: Add placeholder fields now, define schema when values become available.

model Resource {
  // ...
  lcrCents  Int?   // Local Cost Rate in cents per hour
  ucrCents  Int?   // Unit Cost Rate in cents per hour
}

Follows the integer-cents pattern from CLAUDE.md.

Migration

Add new columns to Resource (all nullable initially)
Create ManagementLevelGroup + ManagementLevel tables with seed data
Add ResourceType enum
Admin populates existing resources via batch import or manual assignment

Acceptance Criteria

Enterprise ID field on Resource (unique, optional)
Resource linked to Country, MetroCity, OrgUnit, ManagementLevel
ResourceType enum with 5 values
chgResponsibility, rolledOff, departed boolean flags
Client Unit FK for primary client assignment
ManagementLevelGroup with target percentages
ManagementLevel with group membership
Resource modal with all new fields
Resource list with new columns and filters
Management level admin UI
LCR/UCR placeholder fields (integer cents)
Reporting resource type derivation logic

7.5 KiB Raw Blame History