Hartmut
9b5cd8549d
- Replace 13 local INPUT_CLS/SELECT_CLS/LABEL_CLS/BTN_DANGER constants with app-input, app-select, app-label, app-action-danger-btn component classes (CustomFieldFilterBar, RolePresetsEditor, FieldCard, BlueprintFieldCatalog, BlueprintFieldEditor, BlueprintsClient, EstimateWizard, EstimateWorkspace- DraftEditor, DemandLineEditor, ScopeItemEditor, AssumptionEditor, ProjectWizard, BulkEditModal) - Replace inline text-blue-600/text-red-500 action link strings with app-action-edit / app-action-delete in AllocationsClient, ProjectsClient, ScenarioPlanner, ProjectDemandsTable, RolesClient, BlueprintsClient, CreateTaskModal, RateCardsClient, UsersClient, ManagementLevelsClient Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
581 lines
21 KiB
TypeScript
581 lines
21 KiB
TypeScript
"use client";
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import { useEffect, useMemo, useState } from "react";
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import type { EstimateDemandLineRateMode } from "@capakraken/shared";
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import {
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computeEvenSpread,
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getEstimateMonthRange,
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rebalanceSpread,
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summarizeMonthlySpread,
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} from "@capakraken/engine";
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import {
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buildDemandLineMetadata,
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getEffectiveDemandLineValues,
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resolveDemandLineCalculationMetadata,
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} from "~/components/estimates/EstimateWorkspace.calculations.js";
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import type {
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EstimateResourceSnapshotView,
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EstimateVersionView,
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EstimateWorkspaceView,
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WorkspaceTab,
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} from "~/components/estimates/EstimateWorkspace.types.js";
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import {
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AssumptionEditor,
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type EditableAssumption,
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} from "~/components/estimates/editors/AssumptionEditor.js";
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import {
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ScopeItemEditor,
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type EditableScopeItem,
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} from "~/components/estimates/editors/ScopeItemEditor.js";
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import {
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DemandLineEditor,
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type EditableDemandLine,
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type ResourceOption,
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} from "~/components/estimates/editors/DemandLineEditor.js";
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import { formatMoney } from "~/lib/format.js";
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import { trpc } from "~/lib/trpc/client.js";
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interface ResourceListView {
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resources: ResourceOption[];
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}
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const INPUT_CLS = "app-input";
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const LABEL_CLS = "app-label";
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function toNumber(value: string) {
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const parsed = Number.parseFloat(value);
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return Number.isFinite(parsed) ? parsed : 0;
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}
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function toCents(value: string) {
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return Math.round(toNumber(value) * 100);
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}
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function parseAssumptionValue(valueType: string, rawValue: string) {
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if (valueType === "number") {
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return toNumber(rawValue);
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}
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if (valueType === "boolean") {
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return rawValue.trim().toLowerCase() === "true";
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}
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if (valueType === "json") {
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try {
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return rawValue.trim() ? JSON.parse(rawValue) : {};
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} catch {
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return rawValue;
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}
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}
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return rawValue;
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}
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function stringifyAssumptionValue(value: unknown) {
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if (typeof value === "string") {
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return value;
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}
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if (value == null) {
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return "";
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}
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if (typeof value === "object") {
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return JSON.stringify(value);
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}
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return String(value);
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}
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function renderEditorHint() {
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return (
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<div className="rounded-3xl border border-dashed border-gray-200 bg-white px-5 py-10 text-center text-sm text-gray-400">
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Draft editing is currently available in Overview, Assumptions, Scope Breakdown, and Staffing.
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</div>
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);
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}
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export function EstimateWorkspaceDraftEditor({
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estimate,
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tab,
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onCancel,
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onSaved,
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}: {
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estimate: EstimateWorkspaceView;
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tab: WorkspaceTab;
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onCancel: () => void;
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onSaved: () => void | Promise<void>;
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}) {
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const utils = trpc.useUtils();
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const versions = estimate.versions as EstimateVersionView[];
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const resourcesQuery = trpc.resource.listStaff.useQuery(
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{ isActive: true, limit: 200 },
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{ staleTime: 15_000 },
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);
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const workingVersion =
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versions.find((version) => version.status === "WORKING") ??
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versions[0] ??
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null;
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const [name, setName] = useState(estimate.name);
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const [opportunityId, setOpportunityId] = useState(estimate.opportunityId ?? "");
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const [baseCurrency, setBaseCurrency] = useState(estimate.baseCurrency);
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const [versionLabel, setVersionLabel] = useState(workingVersion?.label ?? "");
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const [versionNotes, setVersionNotes] = useState(workingVersion?.notes ?? "");
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const [assumptions, setAssumptions] = useState<EditableAssumption[]>([]);
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const [scopeItems, setScopeItems] = useState<EditableScopeItem[]>([]);
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const [demandLines, setDemandLines] = useState<EditableDemandLine[]>([]);
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const [error, setError] = useState<string | null>(null);
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const [scopeImportWarnings, setScopeImportWarnings] = useState<string[]>([]);
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const resourceList = (resourcesQuery.data as ResourceListView | undefined) ?? undefined;
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const resourceOptions = useMemo<ResourceOption[]>(() => {
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const resources = resourceList?.resources ?? [];
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return resources.map((resource) => ({
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id: resource.id,
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eid: resource.eid,
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displayName: resource.displayName,
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chapter: resource.chapter ?? null,
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roleId: resource.roleId ?? null,
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lcrCents: resource.lcrCents,
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ucrCents: resource.ucrCents,
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currency: resource.currency,
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dynamicFields:
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typeof resource.dynamicFields === "object" &&
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resource.dynamicFields !== null &&
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!Array.isArray(resource.dynamicFields)
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? (resource.dynamicFields as Record<string, unknown>)
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: {},
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}));
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}, [resourceList]);
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const resourceMap = useMemo(
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() => new Map(resourceOptions.map((resource) => [resource.id, resource])),
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[resourceOptions],
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);
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const snapshotByResourceId = useMemo(
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() =>
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new Map(
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(workingVersion?.resourceSnapshots ?? [])
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.filter(
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(
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snapshot,
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): snapshot is EstimateResourceSnapshotView & { resourceId: string } =>
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typeof snapshot.resourceId === "string" && snapshot.resourceId.length > 0,
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)
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.map((snapshot) => [snapshot.resourceId, snapshot]),
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),
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[workingVersion],
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);
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useEffect(() => {
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setName(estimate.name);
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setOpportunityId(estimate.opportunityId ?? "");
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setBaseCurrency(estimate.baseCurrency);
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setVersionLabel(workingVersion?.label ?? "");
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setVersionNotes(workingVersion?.notes ?? "");
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setAssumptions(
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(workingVersion?.assumptions ?? []).map((assumption) => ({
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id: assumption.id,
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category: assumption.category,
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key: assumption.key,
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label: assumption.label,
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valueType: assumption.valueType,
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value: stringifyAssumptionValue(assumption.value),
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notes: assumption.notes ?? "",
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})),
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);
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setScopeItems(
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(workingVersion?.scopeItems ?? []).map((item) => ({
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id: item.id,
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sequenceNo: String(item.sequenceNo),
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scopeType: item.scopeType,
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packageCode: item.packageCode ?? "",
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name: item.name,
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description: item.description ?? "",
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})),
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);
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setDemandLines(
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(workingVersion?.demandLines ?? []).map((line) => {
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const resourceSnapshot =
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line.resourceId != null ? snapshotByResourceId.get(line.resourceId) : null;
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const calculation = resolveDemandLineCalculationMetadata({
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resourceSnapshot,
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metadata: line.metadata,
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costRateCents: line.costRateCents,
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billRateCents: line.billRateCents,
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});
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const existingSpread = (line as { monthlySpread?: Record<string, number> }).monthlySpread ?? {};
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return {
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id: line.id,
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...(line.scopeItemId ? { scopeItemId: line.scopeItemId } : {}),
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...(line.roleId ? { roleId: line.roleId } : {}),
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...(line.resourceId ? { resourceId: line.resourceId } : {}),
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lineType: line.lineType,
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name: line.name,
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chapter: line.chapter ?? "",
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hours: line.hours.toFixed(1),
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currency: line.currency,
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costRate: (line.costRateCents / 100).toFixed(2),
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billRate: (line.billRateCents / 100).toFixed(2),
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costRateMode: calculation.costRateMode,
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billRateMode: calculation.billRateMode,
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metadata: line.metadata ?? {},
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lockedMonths: existingSpread,
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spreadExpanded: Object.keys(existingSpread).length > 0,
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};
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}),
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);
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setError(null);
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}, [estimate, snapshotByResourceId, workingVersion]);
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const summary = useMemo(() => {
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return demandLines.reduce(
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(accumulator, line) => {
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const hours = toNumber(line.hours);
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const resourceSnapshot =
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line.resourceId != null
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? resourceMap.get(line.resourceId) ?? snapshotByResourceId.get(line.resourceId) ?? null
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: null;
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const effectiveValues = getEffectiveDemandLineValues({
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resourceSnapshot,
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hours,
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currency: line.currency,
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defaultCurrency: baseCurrency,
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costRateCents: toCents(line.costRate),
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billRateCents: toCents(line.billRate),
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costRateMode: line.costRateMode,
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billRateMode: line.billRateMode,
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});
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return {
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totalHours: accumulator.totalHours + hours,
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totalCostCents: accumulator.totalCostCents + effectiveValues.costTotalCents,
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totalPriceCents: accumulator.totalPriceCents + effectiveValues.priceTotalCents,
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};
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},
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{ totalHours: 0, totalCostCents: 0, totalPriceCents: 0 },
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);
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}, [baseCurrency, demandLines, resourceMap, snapshotByResourceId]);
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const updateMutation = trpc.estimate.updateDraft.useMutation({
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onSuccess: async () => {
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await Promise.all([
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utils.estimate.list.invalidate(),
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utils.estimate.getById.invalidate({ id: estimate.id }),
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]);
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await onSaved();
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},
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onError: (mutationError) => {
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setError(mutationError.message);
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},
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});
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if (!workingVersion) {
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return renderEditorHint();
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}
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function getLineResourceSnapshot(line: EditableDemandLine) {
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if (!line.resourceId) {
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return null;
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}
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return resourceMap.get(line.resourceId) ?? snapshotByResourceId.get(line.resourceId) ?? null;
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}
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function getLineEffectiveValues(line: EditableDemandLine) {
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return getEffectiveDemandLineValues({
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resourceSnapshot: getLineResourceSnapshot(line),
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hours: toNumber(line.hours),
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currency: line.currency,
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defaultCurrency: baseCurrency,
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costRateCents: toCents(line.costRate),
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billRateCents: toCents(line.billRate),
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costRateMode: line.costRateMode,
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billRateMode: line.billRateMode,
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});
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}
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const projectStartDate = estimate.project?.startDate
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? new Date(estimate.project.startDate)
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: null;
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const projectEndDate = estimate.project?.endDate
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? new Date(estimate.project.endDate)
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: null;
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const hasProjectDates = projectStartDate !== null && projectEndDate !== null;
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function computeLineSpread(line: EditableDemandLine): Record<string, number> {
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if (!hasProjectDates) return {};
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const hours = toNumber(line.hours);
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if (hours <= 0) return {};
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const lockedKeys = Object.keys(line.lockedMonths);
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if (lockedKeys.length > 0) {
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return rebalanceSpread({
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totalHours: hours,
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startDate: projectStartDate,
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endDate: projectEndDate,
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lockedMonths: line.lockedMonths,
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}).spread;
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}
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return computeEvenSpread({
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totalHours: hours,
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startDate: projectStartDate,
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endDate: projectEndDate,
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}).spread;
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}
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const spreadMonths =
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hasProjectDates
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? getEstimateMonthRange(projectStartDate, projectEndDate)
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: [];
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const aggregatedSpread = hasProjectDates
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? summarizeMonthlySpread(demandLines.map(computeLineSpread))
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: {};
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async function handleSave() {
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setError(null);
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const sanitizedAssumptions = assumptions
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.filter((assumption) => assumption.key.trim() && assumption.label.trim())
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.map((assumption, index) => ({
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...(assumption.id ? { id: assumption.id } : {}),
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category: assumption.category.trim() || "commercial",
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key: assumption.key.trim(),
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label: assumption.label.trim(),
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valueType: assumption.valueType.trim() || "string",
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value: parseAssumptionValue(assumption.valueType, assumption.value),
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sortOrder: index,
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...(assumption.notes.trim() ? { notes: assumption.notes.trim() } : {}),
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}));
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const sanitizedScopeItems = scopeItems
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.filter((item) => item.name.trim())
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.map((item, index) => ({
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...(item.id ? { id: item.id } : {}),
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sequenceNo: Math.max(1, Math.round(toNumber(item.sequenceNo) || index + 1)),
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scopeType: item.scopeType.trim() || "SHOT",
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...(item.packageCode.trim() ? { packageCode: item.packageCode.trim() } : {}),
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name: item.name.trim(),
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...(item.description.trim() ? { description: item.description.trim() } : {}),
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technicalSpec: {},
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sortOrder: index,
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metadata: {},
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}));
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const sanitizedDemandLines = demandLines
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.filter((line) => line.name.trim())
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.map((line) => {
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const hours = toNumber(line.hours);
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const resourceSnapshot = getLineResourceSnapshot(line);
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const effectiveValues = getLineEffectiveValues(line);
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const calculation = resolveDemandLineCalculationMetadata({
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resourceSnapshot,
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metadata: line.metadata,
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costRateCents: effectiveValues.effectiveCostRateCents,
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billRateCents: effectiveValues.effectiveBillRateCents,
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});
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return {
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...(line.id ? { id: line.id } : {}),
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...(line.scopeItemId ? { scopeItemId: line.scopeItemId } : {}),
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...(line.roleId ? { roleId: line.roleId } : {}),
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...(line.resourceId ? { resourceId: line.resourceId } : {}),
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lineType: line.lineType.trim() || "LABOR",
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name: line.name.trim(),
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...(line.chapter.trim() ? { chapter: line.chapter.trim() } : {}),
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hours,
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costRateCents: effectiveValues.effectiveCostRateCents,
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billRateCents: effectiveValues.effectiveBillRateCents,
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currency: effectiveValues.currency,
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costTotalCents: effectiveValues.costTotalCents,
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priceTotalCents: effectiveValues.priceTotalCents,
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monthlySpread: computeLineSpread(line),
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staffingAttributes: {},
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metadata: buildDemandLineMetadata(line.metadata, {
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...calculation,
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costRateMode: line.costRateMode,
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billRateMode: line.billRateMode,
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}),
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};
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});
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const linkedResourceIds = [
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...new Set(
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sanitizedDemandLines
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.map((line) => line.resourceId)
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.filter((resourceId): resourceId is string => typeof resourceId === "string" && resourceId.length > 0),
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),
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];
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const sanitizedResourceSnapshots = linkedResourceIds
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.map((resourceId) => {
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const liveResource = resourceMap.get(resourceId);
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const existingSnapshot = snapshotByResourceId.get(resourceId);
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if (!liveResource && !existingSnapshot) {
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return null;
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}
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if (liveResource) {
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return {
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...(existingSnapshot?.id ? { id: existingSnapshot.id } : {}),
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resourceId: liveResource.id,
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sourceEid: liveResource.eid,
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displayName: liveResource.displayName,
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...(liveResource.chapter ? { chapter: liveResource.chapter } : {}),
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...(liveResource.roleId ? { roleId: liveResource.roleId } : {}),
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currency: liveResource.currency,
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lcrCents: liveResource.lcrCents,
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ucrCents: liveResource.ucrCents,
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attributes: liveResource.dynamicFields ?? {},
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};
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}
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return {
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...(existingSnapshot?.id ? { id: existingSnapshot.id } : {}),
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resourceId,
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...(existingSnapshot?.sourceEid ? { sourceEid: existingSnapshot.sourceEid } : {}),
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displayName: existingSnapshot?.displayName ?? "Linked resource",
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...(existingSnapshot?.chapter ? { chapter: existingSnapshot.chapter } : {}),
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...(existingSnapshot?.roleId ? { roleId: existingSnapshot.roleId } : {}),
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currency: existingSnapshot?.currency ?? baseCurrency,
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lcrCents: existingSnapshot?.lcrCents ?? 0,
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ucrCents: existingSnapshot?.ucrCents ?? 0,
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...(existingSnapshot?.fte != null ? { fte: existingSnapshot.fte } : {}),
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...(existingSnapshot?.location ? { location: existingSnapshot.location } : {}),
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...(existingSnapshot?.country ? { country: existingSnapshot.country } : {}),
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...(existingSnapshot?.level ? { level: existingSnapshot.level } : {}),
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...(existingSnapshot?.workType ? { workType: existingSnapshot.workType } : {}),
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attributes:
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typeof existingSnapshot?.attributes === "object" &&
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existingSnapshot.attributes !== null &&
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!Array.isArray(existingSnapshot.attributes)
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? existingSnapshot.attributes
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: {},
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};
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})
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.filter((snapshot): snapshot is NonNullable<typeof snapshot> => snapshot !== null);
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await updateMutation.mutateAsync({
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id: estimate.id,
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...(estimate.projectId ? { projectId: estimate.projectId } : {}),
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name: name.trim(),
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...(opportunityId.trim() ? { opportunityId: opportunityId.trim() } : {}),
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baseCurrency: baseCurrency.trim() || "EUR",
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...(versionLabel.trim() ? { versionLabel: versionLabel.trim() } : {}),
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...(versionNotes.trim() ? { versionNotes: versionNotes.trim() } : {}),
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assumptions: sanitizedAssumptions,
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scopeItems: sanitizedScopeItems,
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demandLines: sanitizedDemandLines,
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resourceSnapshots: sanitizedResourceSnapshots,
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metrics: [],
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});
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}
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|
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function renderOverviewEditor() {
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return (
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<div className="grid gap-6 xl:grid-cols-[minmax(0,1.1fr),340px]">
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<section className="space-y-5 rounded-3xl border border-gray-200 bg-white p-6 shadow-sm">
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<div className="grid gap-4 md:grid-cols-2">
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<label>
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<span className={LABEL_CLS}>Estimate name</span>
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<input className={INPUT_CLS} value={name} onChange={(event) => setName(event.target.value)} />
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</label>
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<label>
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<span className={LABEL_CLS}>Opportunity ID</span>
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<input className={INPUT_CLS} value={opportunityId} onChange={(event) => setOpportunityId(event.target.value)} />
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</label>
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<label>
|
|
<span className={LABEL_CLS}>Base currency</span>
|
|
<input className={INPUT_CLS} maxLength={3} value={baseCurrency} onChange={(event) => setBaseCurrency(event.target.value.toUpperCase())} />
|
|
</label>
|
|
<label>
|
|
<span className={LABEL_CLS}>Version label</span>
|
|
<input className={INPUT_CLS} value={versionLabel} onChange={(event) => setVersionLabel(event.target.value)} />
|
|
</label>
|
|
</div>
|
|
|
|
<label className="block">
|
|
<span className={LABEL_CLS}>Version notes</span>
|
|
<textarea
|
|
className={`${INPUT_CLS} min-h-32`}
|
|
value={versionNotes}
|
|
onChange={(event) => setVersionNotes(event.target.value)}
|
|
/>
|
|
</label>
|
|
</section>
|
|
|
|
<aside className="rounded-3xl border border-gray-200 bg-white p-5 shadow-sm">
|
|
<p className="text-sm font-semibold text-gray-900">Live draft summary</p>
|
|
<div className="mt-4 space-y-3">
|
|
<div className="flex items-center justify-between rounded-2xl bg-gray-50 px-4 py-3">
|
|
<span className="text-xs uppercase tracking-wide text-gray-400">Total Hours</span>
|
|
<span className="text-sm font-semibold text-gray-900">{summary.totalHours.toFixed(1)}</span>
|
|
</div>
|
|
<div className="flex items-center justify-between rounded-2xl bg-gray-50 px-4 py-3">
|
|
<span className="text-xs uppercase tracking-wide text-gray-400">Total Cost</span>
|
|
<span className="text-sm font-semibold text-gray-900">{formatMoney(summary.totalCostCents, baseCurrency)}</span>
|
|
</div>
|
|
<div className="flex items-center justify-between rounded-2xl bg-gray-50 px-4 py-3">
|
|
<span className="text-xs uppercase tracking-wide text-gray-400">Total Price</span>
|
|
<span className="text-sm font-semibold text-gray-900">{formatMoney(summary.totalPriceCents, baseCurrency)}</span>
|
|
</div>
|
|
</div>
|
|
</aside>
|
|
</div>
|
|
);
|
|
}
|
|
|
|
return (
|
|
<div className="space-y-4">
|
|
<div className="flex flex-wrap items-center justify-between gap-3 rounded-3xl border border-brand-200 bg-brand-50 px-5 py-4">
|
|
<div>
|
|
<p className="text-sm font-semibold text-brand-800">Editing working draft</p>
|
|
<p className="text-sm text-brand-700">Changes overwrite the current working version and refresh summary metrics on save.</p>
|
|
</div>
|
|
<div className="flex gap-2">
|
|
<button type="button" className="rounded-2xl border border-gray-300 bg-white px-4 py-2 text-sm font-medium text-gray-700" onClick={onCancel}>
|
|
Cancel
|
|
</button>
|
|
<button type="button" className="rounded-2xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white disabled:opacity-60" disabled={updateMutation.isPending} onClick={() => void handleSave()}>
|
|
{updateMutation.isPending ? "Saving..." : "Save draft"}
|
|
</button>
|
|
</div>
|
|
</div>
|
|
|
|
{error && (
|
|
<div className="rounded-2xl border border-rose-200 bg-rose-50 px-4 py-3 text-sm text-rose-700">
|
|
{error}
|
|
</div>
|
|
)}
|
|
|
|
{tab === "overview" && renderOverviewEditor()}
|
|
{tab === "assumptions" && (
|
|
<AssumptionEditor
|
|
assumptions={assumptions}
|
|
onChange={setAssumptions}
|
|
/>
|
|
)}
|
|
{tab === "scope" && (
|
|
<ScopeItemEditor
|
|
scopeItems={scopeItems}
|
|
onChange={setScopeItems}
|
|
scopeImportWarnings={scopeImportWarnings}
|
|
onScopeImportWarnings={setScopeImportWarnings}
|
|
/>
|
|
)}
|
|
{tab === "staffing" && (
|
|
<DemandLineEditor
|
|
demandLines={demandLines}
|
|
onChange={setDemandLines}
|
|
resourceOptions={resourceOptions}
|
|
resourceMap={resourceMap}
|
|
snapshotByResourceId={snapshotByResourceId}
|
|
baseCurrency={baseCurrency}
|
|
projectStartDate={projectStartDate}
|
|
projectEndDate={projectEndDate}
|
|
spreadMonths={spreadMonths}
|
|
aggregatedSpread={aggregatedSpread}
|
|
/>
|
|
)}
|
|
{(tab === "versions" || tab === "exports") && renderEditorHint()}
|
|
</div>
|
|
);
|
|
}
|