556 lines
19 KiB
TypeScript
556 lines
19 KiB
TypeScript
import {
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calculateAllocation,
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deriveResourceForecast,
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getMonthRange,
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DEFAULT_CALCULATION_RULES,
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type AssignmentSlice,
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} from "@capakraken/engine";
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import { VacationStatus } from "@capakraken/db";
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import type { CalculationRule, SpainScheduleRule, WeekdayAvailability } from "@capakraken/shared";
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import { z } from "zod";
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import {
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asHolidayResolverDb,
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collectHolidayAvailability,
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getResolvedCalendarHolidays,
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} from "../lib/holiday-availability.js";
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import {
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calculateEffectiveAvailableHours,
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countEffectiveWorkingDays,
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loadResourceDailyAvailabilityContexts,
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} from "../lib/resource-capacity.js";
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import { assertCanReadResource } from "../lib/resource-access.js";
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import { protectedProcedure, resourceOverviewProcedure } from "../trpc.js";
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import {
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ResourceDirectoryQuerySchema,
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ResourceListQuerySchema,
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listStaffResources,
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mapResourceSummary,
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mapResourceSummaryDetail,
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readResourceSummariesSnapshot,
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readResourceSummaryDetailsSnapshot,
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} from "./resource-read-shared.js";
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function getAvailabilityHoursForDate(
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availability: WeekdayAvailability,
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date: Date,
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): number {
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const dayKey = ["sunday", "monday", "tuesday", "wednesday", "thursday", "friday", "saturday"][date.getUTCDay()] as keyof WeekdayAvailability;
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return availability[dayKey] ?? 0;
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}
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function sumAvailabilityHoursForDates(
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availability: WeekdayAvailability,
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dates: Date[],
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): number {
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return dates.reduce((sum, date) => sum + getAvailabilityHoursForDate(availability, date), 0);
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}
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function formatResolvedHolidaySummary(holiday: {
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date: string;
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name: string;
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scope: string;
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calendarName: string | null;
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sourceType?: string | null;
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}) {
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return {
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date: holiday.date,
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name: holiday.name,
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scope: holiday.scope,
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calendarName: holiday.calendarName ?? "Built-in",
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sourceType: holiday.sourceType ?? "system",
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};
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}
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function summarizeResolvedHolidaySummary(holidays: Array<ReturnType<typeof formatResolvedHolidaySummary>>) {
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const byScope = new Map<string, number>();
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const bySourceType = new Map<string, number>();
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const byCalendar = new Map<string, number>();
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for (const holiday of holidays) {
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byScope.set(holiday.scope, (byScope.get(holiday.scope) ?? 0) + 1);
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bySourceType.set(holiday.sourceType, (bySourceType.get(holiday.sourceType) ?? 0) + 1);
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byCalendar.set(holiday.calendarName, (byCalendar.get(holiday.calendarName) ?? 0) + 1);
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}
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return {
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byScope: [...byScope.entries()]
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.sort(([left], [right]) => left.localeCompare(right))
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.map(([scope, count]) => ({ scope, count })),
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bySourceType: [...bySourceType.entries()]
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.sort(([left], [right]) => left.localeCompare(right))
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.map(([sourceType, count]) => ({ sourceType, count })),
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byCalendar: [...byCalendar.entries()]
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.sort(([left], [right]) => left.localeCompare(right))
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.map(([calendarName, count]) => ({ calendarName, count })),
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};
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}
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function round1(value: number): number {
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return Math.round(value * 10) / 10;
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}
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function averagePerWorkingDay(totalHours: number, workingDays: number): number {
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return workingDays > 0 ? round1(totalHours / workingDays) : 0;
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}
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export const resourceSummaryReadProcedures = {
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resolveResponsiblePersonName: resourceOverviewProcedure
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.input(z.object({ name: z.string() }))
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.query(async ({ ctx, input }) => {
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const exact = await ctx.db.resource.findFirst({
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where: { displayName: { equals: input.name, mode: "insensitive" }, isActive: true },
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select: { displayName: true },
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});
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if (exact) {
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return {
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status: "resolved" as const,
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displayName: exact.displayName,
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};
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}
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const candidates = await ctx.db.resource.findMany({
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where: { displayName: { contains: input.name, mode: "insensitive" }, isActive: true },
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select: { displayName: true, eid: true },
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take: 5,
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});
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if (candidates.length === 1) {
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return {
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status: "resolved" as const,
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displayName: candidates[0]!.displayName,
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};
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}
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if (candidates.length > 1) {
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return {
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status: "ambiguous" as const,
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message: `Multiple resources match "${input.name}": ${candidates.map((candidate) => `${candidate.displayName} (${candidate.eid})`).join(", ")}. Please specify the exact name.`,
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candidates,
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};
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}
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return {
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status: "missing" as const,
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message: `No active resource found matching "${input.name}". The responsible person must be an existing resource.`,
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candidates: [],
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};
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}),
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getChargeabilitySummary: protectedProcedure
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.input(z.object({
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resourceId: z.string(),
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month: z.string().regex(/^\d{4}-\d{2}$/),
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}))
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.query(async ({ ctx, input }) => {
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await assertCanReadResource(
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ctx,
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input.resourceId,
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"You can only view chargeability details for your own resource unless you have staff access",
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);
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const [year, month] = input.month.split("-").map(Number) as [number, number];
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const { start: monthStart, end: monthEnd } = getMonthRange(year, month);
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const resource = await ctx.db.resource.findUniqueOrThrow({
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where: { id: input.resourceId },
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select: {
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id: true,
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displayName: true,
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eid: true,
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fte: true,
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lcrCents: true,
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chargeabilityTarget: true,
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countryId: true,
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federalState: true,
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metroCityId: true,
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availability: true,
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country: { select: { id: true, code: true, name: true, dailyWorkingHours: true, scheduleRules: true } },
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metroCity: { select: { id: true, name: true } },
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managementLevelGroup: { select: { id: true, name: true, targetPercentage: true } },
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},
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});
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const dailyHours = resource.country?.dailyWorkingHours ?? 8;
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const scheduleRules = resource.country?.scheduleRules as SpainScheduleRule | null;
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const targetRatio = resource.managementLevelGroup?.targetPercentage ?? (resource.chargeabilityTarget / 100);
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const availability = resource.availability as WeekdayAvailability | null;
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const weeklyAvailability: WeekdayAvailability = availability ?? {
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monday: dailyHours,
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tuesday: dailyHours,
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wednesday: dailyHours,
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thursday: dailyHours,
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friday: dailyHours,
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saturday: 0,
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sunday: 0,
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};
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const assignments = await ctx.db.assignment.findMany({
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where: {
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resourceId: input.resourceId,
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startDate: { lte: monthEnd },
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endDate: { gte: monthStart },
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status: { in: ["CONFIRMED", "ACTIVE", "PROPOSED"] },
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},
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select: {
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id: true,
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hoursPerDay: true,
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startDate: true,
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endDate: true,
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dailyCostCents: true,
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status: true,
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project: {
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select: {
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id: true,
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name: true,
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shortCode: true,
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orderType: true,
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utilizationCategory: { select: { code: true } },
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},
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},
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},
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});
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const vacations = await ctx.db.vacation.findMany({
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where: {
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resourceId: input.resourceId,
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status: VacationStatus.APPROVED,
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startDate: { lte: monthEnd },
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endDate: { gte: monthStart },
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},
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select: { startDate: true, endDate: true, type: true, isHalfDay: true },
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});
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const resolvedHolidays = await getResolvedCalendarHolidays(asHolidayResolverDb(ctx.db), {
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periodStart: monthStart,
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periodEnd: monthEnd,
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countryId: resource.countryId,
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countryCode: resource.country?.code,
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federalState: resource.federalState,
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metroCityId: resource.metroCityId,
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metroCityName: resource.metroCity?.name,
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});
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const holidayAvailability = collectHolidayAvailability({
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vacations,
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periodStart: monthStart,
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periodEnd: monthEnd,
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countryCode: resource.country?.code,
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federalState: resource.federalState,
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metroCityName: resource.metroCity?.name,
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resolvedHolidayStrings: resolvedHolidays.map((holiday) => holiday.date),
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});
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const absenceDays = holidayAvailability.absenceDays;
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const contexts = await loadResourceDailyAvailabilityContexts(
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ctx.db,
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[{
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id: resource.id,
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availability: weeklyAvailability,
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countryId: resource.countryId,
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countryCode: resource.country?.code,
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federalState: resource.federalState,
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metroCityId: resource.metroCityId,
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metroCityName: resource.metroCity?.name,
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}],
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monthStart,
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monthEnd,
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);
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const availabilityContext = contexts.get(resource.id);
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let calcRules: CalculationRule[] = DEFAULT_CALCULATION_RULES;
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try {
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const dbRules = await ctx.db.calculationRule.findMany({
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where: { isActive: true },
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orderBy: [{ priority: "desc" }],
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});
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if (dbRules.length > 0) {
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calcRules = dbRules as unknown as CalculationRule[];
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}
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} catch {
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// table may not exist yet
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}
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const baseWorkingDays = countEffectiveWorkingDays({
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availability: weeklyAvailability,
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periodStart: monthStart,
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periodEnd: monthEnd,
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context: undefined,
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});
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const effectiveWorkingDays = countEffectiveWorkingDays({
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availability: weeklyAvailability,
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periodStart: monthStart,
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periodEnd: monthEnd,
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context: availabilityContext,
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});
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const baseAvailableHours = calculateEffectiveAvailableHours({
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availability: weeklyAvailability,
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periodStart: monthStart,
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periodEnd: monthEnd,
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context: undefined,
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});
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const effectiveAvailableHours = calculateEffectiveAvailableHours({
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availability: weeklyAvailability,
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periodStart: monthStart,
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periodEnd: monthEnd,
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context: availabilityContext,
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});
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const publicHolidayDates = resolvedHolidays.map((holiday) => new Date(`${holiday.date}T00:00:00.000Z`));
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const publicHolidayWorkdayCount = publicHolidayDates.reduce((count, date) => (
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count + (getAvailabilityHoursForDate(weeklyAvailability, date) > 0 ? 1 : 0)
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), 0);
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const publicHolidayHoursDeduction = sumAvailabilityHoursForDates(
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weeklyAvailability,
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publicHolidayDates,
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);
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const absenceDayEquivalent = absenceDays.reduce((sum, absence) => {
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if (absence.type === "PUBLIC_HOLIDAY") {
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return sum;
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}
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return sum + (absence.isHalfDay ? 0.5 : 1);
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}, 0);
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const absenceHoursDeduction = absenceDays.reduce((sum, absence) => {
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if (absence.type === "PUBLIC_HOLIDAY") {
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return sum;
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}
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const baseHours = getAvailabilityHoursForDate(weeklyAvailability, absence.date);
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return sum + baseHours * (absence.isHalfDay ? 0.5 : 1);
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}, 0);
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const slices: AssignmentSlice[] = [];
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const assignmentBreakdown: Array<{
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project: string;
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code: string;
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hours: number;
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status: string;
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}> = [];
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let totalBookedHours = 0;
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for (const assignment of assignments) {
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const overlapStart = new Date(Math.max(monthStart.getTime(), assignment.startDate.getTime()));
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const overlapEnd = new Date(Math.min(monthEnd.getTime(), assignment.endDate.getTime()));
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const categoryCode = assignment.project.utilizationCategory?.code ?? "Chg";
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const calcResult = calculateAllocation({
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lcrCents: resource.lcrCents,
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hoursPerDay: assignment.hoursPerDay,
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startDate: overlapStart,
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endDate: overlapEnd,
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availability: weeklyAvailability,
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absenceDays,
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calculationRules: calcRules,
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orderType: assignment.project.orderType,
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projectId: assignment.project.id,
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});
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if (calcResult.workingDays <= 0 && calcResult.totalHours <= 0) {
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continue;
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}
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totalBookedHours += calcResult.totalHours;
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assignmentBreakdown.push({
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project: assignment.project.name,
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code: assignment.project.shortCode,
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hours: round1(calcResult.totalHours),
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status: assignment.status,
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});
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slices.push({
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hoursPerDay: assignment.hoursPerDay,
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workingDays: calcResult.workingDays,
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categoryCode,
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...(calcResult.totalChargeableHours !== undefined
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? { totalChargeableHours: calcResult.totalChargeableHours }
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: {}),
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});
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}
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const forecast = deriveResourceForecast({
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fte: resource.fte,
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targetPercentage: targetRatio,
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assignments: slices,
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sah: effectiveAvailableHours,
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});
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const formattedHolidays = resolvedHolidays.map((holiday) => formatResolvedHolidaySummary({
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...holiday,
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calendarName: holiday.calendarName ?? "Built-in",
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sourceType: holiday.sourceType ?? "system",
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}));
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const workingDays = round1(effectiveWorkingDays);
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const baseWorkingDaysRounded = round1(baseWorkingDays);
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const baseAvailableHoursRounded = round1(baseAvailableHours);
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const availableHours = round1(effectiveAvailableHours);
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const bookedHours = round1(totalBookedHours);
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const targetPct = round1(targetRatio * 100);
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const targetHours = availableHours > 0 ? round1((availableHours * targetPct) / 100) : 0;
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const chargeabilityPct = round1(forecast.chg * 100);
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const unassignedHours = round1(Math.max(0, availableHours - bookedHours));
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return {
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resource: resource.displayName,
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eid: resource.eid,
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month: input.month,
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periodStart: monthStart.toISOString().slice(0, 10),
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periodEnd: monthEnd.toISOString().slice(0, 10),
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fte: round1(resource.fte),
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target: `${targetPct}%`,
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targetPct,
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targetHours,
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workingDays,
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baseWorkingDays: baseWorkingDaysRounded,
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locationContext: {
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countryCode: resource.country?.code ?? null,
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country: resource.country?.name ?? resource.country?.code ?? null,
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federalState: resource.federalState ?? null,
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metroCity: resource.metroCity?.name ?? null,
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},
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baseAvailableHours: baseAvailableHoursRounded,
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availableHours,
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bookedHours,
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unassignedHours,
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chargeability: `${chargeabilityPct}%`,
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chargeabilityPct,
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onTarget: chargeabilityPct >= targetPct,
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holidaySummary: {
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count: formattedHolidays.length,
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workdayCount: round1(publicHolidayWorkdayCount),
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hoursDeduction: round1(publicHolidayHoursDeduction),
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holidays: formattedHolidays,
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breakdown: summarizeResolvedHolidaySummary(formattedHolidays),
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},
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absenceSummary: {
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dayEquivalent: round1(absenceDayEquivalent),
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hoursDeduction: round1(absenceHoursDeduction),
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},
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capacityBreakdown: {
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formula: "baseAvailableHours - holidayHoursDeduction - absenceHoursDeduction = availableHours",
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baseAvailableHours: baseAvailableHoursRounded,
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holidayHoursDeduction: round1(publicHolidayHoursDeduction),
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absenceHoursDeduction: round1(absenceHoursDeduction),
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availableHours,
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},
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averages: {
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availableHoursPerWorkingDay: averagePerWorkingDay(availableHours, workingDays),
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bookedHoursPerWorkingDay: averagePerWorkingDay(bookedHours, workingDays),
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remainingHoursPerWorkingDay: averagePerWorkingDay(Math.max(0, availableHours - bookedHours), workingDays),
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},
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allocations: assignmentBreakdown,
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scheduleContext: {
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dailyWorkingHours: dailyHours,
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hasScheduleRules: Boolean(scheduleRules),
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},
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};
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}),
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listSummaries: resourceOverviewProcedure
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.input(z.object({
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search: z.string().optional(),
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country: z.string().optional(),
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metroCity: z.string().optional(),
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orgUnit: z.string().optional(),
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roleName: z.string().optional(),
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isActive: z.boolean().optional().default(true),
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limit: z.number().int().min(1).max(100).default(50),
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}))
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.query(async ({ ctx, input }) => {
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const resources = await readResourceSummariesSnapshot(ctx, {
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isActive: input.isActive,
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limit: input.limit,
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...(input.search ? { search: input.search } : {}),
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...(input.country ? { country: input.country } : {}),
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...(input.metroCity ? { metroCity: input.metroCity } : {}),
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...(input.orgUnit ? { orgUnit: input.orgUnit } : {}),
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...(input.roleName ? { roleName: input.roleName } : {}),
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});
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return resources.map(mapResourceSummary);
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}),
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listSummariesDetail: resourceOverviewProcedure
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.input(z.object({
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search: z.string().optional(),
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country: z.string().optional(),
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metroCity: z.string().optional(),
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orgUnit: z.string().optional(),
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roleName: z.string().optional(),
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isActive: z.boolean().optional().default(true),
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limit: z.number().int().min(1).max(100).default(50),
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}))
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.query(async ({ ctx, input }) => {
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const resources = await readResourceSummaryDetailsSnapshot(ctx, {
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isActive: input.isActive,
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limit: input.limit,
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...(input.search ? { search: input.search } : {}),
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...(input.country ? { country: input.country } : {}),
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...(input.metroCity ? { metroCity: input.metroCity } : {}),
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...(input.orgUnit ? { orgUnit: input.orgUnit } : {}),
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...(input.roleName ? { roleName: input.roleName } : {}),
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});
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return resources.map(mapResourceSummaryDetail);
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}),
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directory: protectedProcedure
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.input(ResourceDirectoryQuerySchema)
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.query(async ({ ctx, input }) => {
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const {
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chapter,
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chapters,
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isActive,
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search,
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eids,
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countryIds,
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excludedCountryIds,
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includeWithoutCountry,
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resourceTypes,
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excludedResourceTypes,
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includeWithoutResourceType,
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rolledOff,
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departed,
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page,
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limit,
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cursor,
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|
} = input;
|
|
|
|
const resources = await listStaffResources(ctx, {
|
|
chapter,
|
|
chapters,
|
|
isActive,
|
|
search,
|
|
eids,
|
|
countryIds,
|
|
excludedCountryIds,
|
|
includeWithoutCountry,
|
|
resourceTypes,
|
|
excludedResourceTypes,
|
|
includeWithoutResourceType,
|
|
rolledOff,
|
|
departed,
|
|
page,
|
|
limit,
|
|
cursor,
|
|
includeRoles: false,
|
|
});
|
|
|
|
return {
|
|
...resources,
|
|
resources: resources.resources.map((resource) => ({
|
|
id: resource.id,
|
|
eid: resource.eid,
|
|
displayName: resource.displayName,
|
|
chapter: resource.chapter,
|
|
isActive: resource.isActive,
|
|
})),
|
|
};
|
|
}),
|
|
|
|
listStaff: resourceOverviewProcedure
|
|
.input(ResourceListQuerySchema)
|
|
.query(async ({ ctx, input }) => listStaffResources(ctx, input)),
|
|
|
|
chapters: protectedProcedure.query(async ({ ctx }) => {
|
|
const resources = await ctx.db.resource.findMany({
|
|
where: { isActive: true, chapter: { not: null } },
|
|
select: { chapter: true },
|
|
distinct: ["chapter"],
|
|
orderBy: { chapter: "asc" },
|
|
});
|
|
return resources.map((resource) => resource.chapter as string);
|
|
}),
|
|
};
|