CapaKraken/samples/Dispov2/plan-overview.md

Dispo v2 Implementation Plan — Overview

Date: 2026-03-13 Status: Draft Source: MandatoryDispoCategories_V3.xlsx + 20260309_Bi-Weekly_Chargeability_Reporting_Content_Production_V0.943_4Hartmut.xlsx

Goal

Extend CapaKraken to support chargeability reporting with country-specific SAH (Standard Available Hours), FTE-based capacity, organizational hierarchy, utilization categories, client/WBS management, and a native chargeability report replacing the current Excel workflow.

Plan Documents

#	Plan	File	Core Deliverable
1	Country, SAH & FTE	plan-country-sah-fte.md	Country/MetroCity models, SAH calculator, FTE-scaled daily hours
2	Org Unit Hierarchy	plan-org-unit-hierarchy.md	3-level OrgUnit tree (L5→L6→L7), resource assignment, admin UI
3	Utilization Categories	plan-utilization-categories.md	UtilizationCategory model on projects (Chg, BD, MD&I, M&O, PD&R, Absence)
4	Client & WBS	plan-client-wbs-model.md	Client tree (Master→Entity), project-client linking
5	Resource Extensions	plan-resource-extensions.md	EID attributes, ManagementLevel, ResourceType, Chg Responsibility, derivation rules
6	Chargeability Report	plan-chargeability-report.md	Native report replacing Excel, forecast from assignments + SAH, SAP import for actuals

Key Design Decisions

SAH as capacity basis

Standard Available Hours = (dailyHours * FTE) * (workingDays - publicHolidays - absence). Country drives daily hours (8h most, 9h India, variable Spain). FTE reduces proportionally.

Resource Type derivation (Option A)

Store only 5 base types in DB: Employee, Freelancer, Apprentice, Intern, Student. Derive reporting types at query time:

• Production Studios = chgResponsibility = true AND country = Germany
• Near&Offshore = country NOT Germany AND type = Employee/Freelancer
• Accenture = chgResponsibility = false
• Long-term absence = derived from absence system

Derivation rules are configurable in admin (which countries map to which reporting type).

Utilization on projects, not allocations

Each project carries a utilization category (Chg, BD, MD&I, etc.). Hours assigned to a project inherit its category for reporting. Unassigned hours = SAH minus all categorized hours.

Forecast chargeability = derived metric

forecastChg = hours on Chg projects / SAH. No manual chargeability entry — it comes from what CapaKraken already knows about assignments.

Dependency Order

1. Country/SAH ─────────────────┐
2. OrgUnit Hierarchy ───────────┤
3. Utilization Categories ──────┼──→ 5. Resource Extensions ──→ 6. Chargeability Report
4. Client/WBS ──────────────────┘

Plans 1-4 are independent and can be implemented in parallel. Plan 5 (Resource Extensions) depends on 1-4 for the FK targets. Plan 6 (Chargeability Report) depends on all others.

New Prisma Models Summary

Model	Purpose
Country	Country with daily working hours and schedule rules
MetroCity	City within a country (for public holidays)
OrgUnit	Self-referencing 3-level org hierarchy
UtilizationCategory	Project classification for hour bucketing
Client	Self-referencing client hierarchy (Master → Entity)
ManagementLevelGroup	Career level grouping with target chargeability %
ManagementLevel	Specific level within a group
ChargeabilitySnapshot	Imported SAP actuals for historical reporting

Resource Model Changes Summary

New fields on Resource:

• enterpriseId (String, unique)
• countryId → Country
• metroCityId → MetroCity
• orgUnitId → OrgUnit (L7)
• managementLevelGroupId → ManagementLevelGroup
• managementLevelId → ManagementLevel
• resourceType (enum: EMPLOYEE, FREELANCER, APPRENTICE, INTERN, STUDENT)
• chgResponsibility (Boolean, default true)
• rolledOff (Boolean)
• departed (Boolean)
• clientUnitId → Client (primary client for reporting)
• lcrCents, ucrCents (Int, placeholder for cost rates)

Project Model Changes Summary

New fields on Project:

• utilizationCategoryId → UtilizationCategory
• clientId → Client (WBS Client Name)

Open Questions

1. Resource Type derivation rules: The country→reporting-type mapping should be admin-configurable. Exact admin UI TBD.
2. Win Probability: The Dispo file mentions it "should contain the value from MMS". Is this relevant for CapaKraken? If so, it's a field on Project.
3. LCR/UCR: Cost rate definitions are not yet available. Placeholder fields are included.
4. SAP import format: What format do SAP period exports come in? CSV? API? Needs clarification for the import mechanism.
5. FTE history: Currently single fte field. Monthly FTE tracking may be needed if contract changes happen mid-month.