431 lines
20 KiB
JavaScript
431 lines
20 KiB
JavaScript
/**
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* Updates PlanarchyExamples.xlsx with missing columns and documentation.
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* Adds: Display Name, Email, Skills, Planarchy Notes columns to EID sheet.
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* Adds: Start Date, End Date, Status, Planarchy Notes columns to Projects sheet.
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*/
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import ExcelJS from "exceljs";
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import { fileURLToPath } from "url";
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import { dirname, join } from "path";
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const __filename = fileURLToPath(import.meta.url);
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const __dirname = dirname(__filename);
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const EXCEL_PATH = join(__dirname, "../../../samples/PlanarchyExamples.xlsx");
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// ─── Helpers ─────────────────────────────────────────────────────────────────
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function toDisplayName(eid) {
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return eid
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.split(".")
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.map((p) => p.charAt(0).toUpperCase() + p.slice(1))
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.join(" ");
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}
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function toEmail(eid) {
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return `${eid}@planarchy.example`;
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}
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function computeSkillLabel(chapter, typeOfWork) {
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if (chapter === "Project Management") return "Project Manager | Scrum Master";
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if (chapter === "Digital Content Production") return "Unreal Engine | 3D Lighting | 3D Modeling";
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if (chapter === "Product Data Management") return "Visualization Logic | Quality Assurance";
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if (chapter === "Art Direction") return "Art Direction | 2D Compositing";
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if (chapter === "CGI-Dev" && typeOfWork === "Dev Unreal") return "Unreal Dev | Technical Architect";
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if (chapter === "CGI-Dev" && typeOfWork === "Dev Frontend") return "Frontend Dev | Backend Dev";
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return typeOfWork;
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}
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function computePlanarchyEid(eid) {
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// In Planarchy the EID stays as firstname.lastname (unique key)
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return eid;
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}
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// Project date table (matches seed.ts)
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const PROJECT_DATES = {
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JLFJFL: ["2024-01-15", "2024-05-31", "COMPLETED"],
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JZTFG: ["2024-02-01", "2024-09-30", "COMPLETED"],
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UZGHD: ["2024-03-01", "2024-07-31", "COMPLETED"],
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DSFGHF: ["2024-04-01", "2024-12-31", "COMPLETED"],
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TZUZG: ["2024-05-15", "2025-01-31", "COMPLETED"],
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KLJLOH: ["2024-06-01", "2024-10-31", "COMPLETED"],
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FGHJJ: ["2024-07-01", "2025-01-31", "COMPLETED"],
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FFGHG: ["2024-08-01", "2024-12-31", "COMPLETED"],
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ARGFH: ["2024-09-01", "2025-03-31", "COMPLETED"],
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ERTGR: ["2024-10-01", "2025-01-31", "COMPLETED"],
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HFGRT: ["2024-11-01", "2025-06-30", "COMPLETED"],
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WERTF: ["2024-12-01", "2025-04-30", "COMPLETED"],
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RDFGH: ["2025-01-15", "2025-08-31", "ACTIVE"],
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HJZGJ: ["2025-02-01", "2025-10-31", "ACTIVE"],
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SRTZRT: ["2025-03-01", "2025-09-30", "DRAFT"],
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STTHG: ["2025-04-01", "2026-01-31", "ACTIVE"],
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EDDGG: ["2025-05-01", "2025-12-31", "ACTIVE"],
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FGHHGF: ["2025-06-01", "2026-03-31", "ACTIVE"],
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AFDGH: ["2025-07-01", "2025-12-31", "ACTIVE"],
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HTZUG: ["2025-08-01", "2026-04-30", "ON_HOLD"],
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MUIUF: ["2025-09-01", "2026-06-30", "ACTIVE"],
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FGJUO: ["2025-10-01", "2026-02-28", "ACTIVE"],
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ZUITJZ: ["2025-11-01", "2026-08-31", "ACTIVE"],
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SACVFH: ["2025-12-01", "2026-06-30", "ACTIVE"],
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EWFSFH: ["2026-01-15", "2026-09-30", "ACTIVE"],
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NTZJJ: ["2026-02-01", "2026-10-31", "ACTIVE"],
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EFGTZ: ["2026-03-01", "2026-12-31", "ACTIVE"],
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SJUIL: ["2026-04-01", "2026-11-30", "DRAFT"],
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SAERZ: ["2026-05-01", "2027-01-31", "DRAFT"],
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HJUOP: ["2026-06-01", "2027-03-31", "ACTIVE"],
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AERGH: ["2026-07-01", "2026-12-31", "DRAFT"],
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POUILZ: ["2026-08-01", "2027-02-28", "DRAFT"],
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EWERZ: ["2026-09-01", "2027-06-30", "DRAFT"],
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HZIOP: ["2026-10-01", "2027-04-30", "DRAFT"],
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DGHBN: ["2026-11-01", "2027-05-31", "DRAFT"],
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KUOOL: ["2026-12-01", "2027-09-30", "ACTIVE"],
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};
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const HEADER_FILL = {
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type: "pattern",
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pattern: "solid",
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fgColor: { argb: "FF4F46E5" }, // indigo-600
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};
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const HEADER_FONT = { bold: true, color: { argb: "FFFFFFFF" }, size: 10 };
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const DOC_FILL = {
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type: "pattern",
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pattern: "solid",
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fgColor: { argb: "FFF0F9FF" }, // light blue
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};
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const DOC_FONT = { italic: true, color: { argb: "FF475569" }, size: 9 };
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const NEW_FILL = {
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type: "pattern",
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pattern: "solid",
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fgColor: { argb: "FFEEF2FF" }, // indigo-50
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};
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function styleNewHeader(cell, label) {
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cell.value = label;
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cell.fill = HEADER_FILL;
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cell.font = HEADER_FONT;
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cell.alignment = { wrapText: true, vertical: "middle" };
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cell.border = { bottom: { style: "thin", color: { argb: "FF6366F1" } } };
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}
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function styleDocCell(cell, value) {
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cell.value = value;
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cell.fill = DOC_FILL;
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cell.font = DOC_FONT;
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cell.alignment = { wrapText: true, vertical: "top" };
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}
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function styleDataCell(cell, value) {
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cell.value = value;
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cell.fill = NEW_FILL;
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cell.font = { size: 10 };
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cell.alignment = { wrapText: false, vertical: "middle" };
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}
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// ─── Main ─────────────────────────────────────────────────────────────────────
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async function main() {
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const workbook = new ExcelJS.Workbook();
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await workbook.xlsx.readFile(EXCEL_PATH);
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// ─── EID_Informationen ───────────────────────────────────────────────────
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const eidSheet = workbook.getWorksheet("EID_Informationen");
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if (!eidSheet) throw new Error("Sheet EID_Informationen not found");
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// Add a "Documentation" row 2 below headers explaining each column
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// First, let's add new columns to the right: N, O, P, Q
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const eidLastCol = 14; // N
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// Column N: Display Name
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// Column O: Email
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// Column P: Skills (derived)
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// Column Q: Description / Notes for Planarchy
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const newEidCols = [
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{
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col: 14, // N
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header: "Display Name\n(auto-generated)",
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doc: "Full display name derived from EID (firstname.lastname → Firstname Lastname). Used as the person's name in Planarchy.",
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},
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{
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col: 15, // O
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header: "Email\n(generated)",
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doc: "Generated email: firstname.lastname@planarchy.example. Required unique field in Planarchy. Replace with real email in production.",
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},
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{
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col: 16, // P
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header: "Skills\n(derived from Chapter)",
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doc: "Skill tags assigned based on Chapter + Type of Work. Format: 'SkillA | SkillB'. Stored as JSON array in Planarchy with proficiency 1-5. Senior (LCR ≥ 118) → 5, Mid-Senior (LCR ≥ 95) → 4, Mid → 3.",
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},
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{
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col: 17, // Q
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header: "Planarchy Notes",
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doc: "How data maps to Planarchy:\n• EID = unique key (col A)\n• Chapter = chapter field\n• LCR / UCR → multiply by 100 for integer cents (€85.00 → 8500)\n• Hours fraction × 8 = daily availability hours\n• Chargeability → multiply by 100 for % (0.75 → 75%)\n• Employee type, City, Client Unit → stored in dynamicFields JSONB",
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},
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];
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// Add row 1 column headers for new columns
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const eidHeaderRow = eidSheet.getRow(1);
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for (const { col, header } of newEidCols) {
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styleNewHeader(eidSheet.getCell(1, col), header);
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}
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// Add documentation row after header (insert at row 2, shifting data down)
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eidSheet.spliceRows(2, 0, []); // insert empty row
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const eidDocRow = eidSheet.getRow(2);
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eidDocRow.height = 55;
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// Add doc text to new columns
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for (const { col, doc } of newEidCols) {
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styleDocCell(eidSheet.getCell(2, col), doc);
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}
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// Style existing header cells for doc row
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for (let c = 1; c <= 13; c++) {
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const cell = eidSheet.getCell(2, c);
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cell.fill = DOC_FILL;
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cell.font = DOC_FONT;
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cell.alignment = { wrapText: true, vertical: "top" };
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}
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eidSheet.getCell(2, 1).value = "← Column documentation (row 2)";
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// Now fill data rows (row 3 onward = data rows 1-36)
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for (let r = 3; r <= 38; r++) {
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const row = eidSheet.getRow(r);
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const eid = row.getCell(1).value?.toString().trim();
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if (!eid) continue;
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const chapter = row.getCell(2).value?.toString().trim() ?? "";
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const typeOfWork = row.getCell(3).value?.toString().trim() ?? "";
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const lcr = parseFloat(row.getCell(8).value?.toString() ?? "0");
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styleDataCell(eidSheet.getCell(r, 14), toDisplayName(eid));
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styleDataCell(eidSheet.getCell(r, 15), toEmail(eid));
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styleDataCell(eidSheet.getCell(r, 16), computeSkillLabel(chapter, typeOfWork));
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if (r === 3) {
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styleDataCell(eidSheet.getCell(r, 17), "See header row notes →");
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}
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}
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// Set column widths
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eidSheet.getColumn(14).width = 22;
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eidSheet.getColumn(15).width = 34;
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eidSheet.getColumn(16).width = 36;
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eidSheet.getColumn(17).width = 50;
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// Also add doc notes to existing header columns A-M in row 1
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const eidExistingDocs = [
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"Unique identifier. Used as EID in Planarchy (no EMP-XXX prefix needed). e.g. steve.rogers",
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"Team / department. Maps to 'chapter' field in Planarchy.",
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"Specialization within chapter. Stored in dynamicFields.workType.",
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"Assigned client account. Stored in dynamicFields.clientUnit.",
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"Unit-specific field. Currently unused — can be stored in dynamicFields.",
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"Office city location. Stored in dynamicFields.city.",
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"Employment type: Employee or Freelancer. Stored in dynamicFields.employeeType.",
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"Loaded Cost Rate (LCR) in EUR/h. Multiply × 100 for Planarchy cents. e.g. 133.77 → 13377",
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"Unloaded/Utilization Cost Rate (UCR) in EUR/h. Multiply × 100 for cents.",
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"FTE fraction (1.0 = 40h/week, 0.8 = 4 days, 0.5 = 20h/week). Combined with col K for availability JSON.",
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"Available weekdays. 'all' = Mon-Fri. Specific days listed = only those days active at 8h.",
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"Chargeability target as decimal. Multiply × 100 for Planarchy % (0.75 → 75%).",
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"(unused)",
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];
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for (let c = 1; c <= 13; c++) {
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const doc = eidExistingDocs[c - 1];
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if (doc) {
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eidSheet.getCell(2, c).value = doc;
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}
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}
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// ─── Projektinfomartionen ────────────────────────────────────────────────
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const projSheet = workbook.getWorksheet("Projektinfomartionen");
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if (!projSheet) throw new Error("Sheet Projektinfomartionen not found");
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const newProjCols = [
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{
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col: 17, // Q
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header: "Start Date\n(synthesized)",
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doc: "Synthesized project start date (YYYY-MM-DD). Source Excel had no dates — spread across 2024-2027 based on win probability and project order.",
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},
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{
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col: 18, // R
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header: "End Date\n(synthesized)",
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doc: "Synthesized end date (YYYY-MM-DD). Duration based on resource costs planned and person hours. Ranges from 3-12 months.",
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},
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{
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col: 19, // S
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header: "Status\n(derived)",
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doc: "Planarchy status derived from 'is ordered' + win probability + date:\n• COMPLETED: ordered + 100% + past dates\n• ACTIVE: ordered + 100% + current/future\n• ON_HOLD: ordered but paused\n• DRAFT: not ordered or low win probability",
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},
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{
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col: 20, // T
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header: "Planarchy Notes",
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doc: "How data maps to Planarchy:\n• Col C (short code) → shortCode (unique key)\n• Col B → name\n• BD/CH/UN → OrderType: BD / CHARGEABLE / INTERNAL\n• Internal/External → allocationType: INT / EXT\n• Resource Costs (col I) × 100 = budgetCents in Planarchy\n• Col H (chargability %) → stored in dynamicFields.chargeabilityPercent\n• Col J (person hours) → stored in dynamicFields.personHoursSold\n• Col O (classification) → stored in dynamicFields.classification",
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},
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];
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// Add header row columns
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const projHeaderRow = projSheet.getRow(1);
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for (const { col, header } of newProjCols) {
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styleNewHeader(projSheet.getCell(1, col), header);
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}
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// Insert documentation row 2
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projSheet.spliceRows(2, 0, []);
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const projDocRow = projSheet.getRow(2);
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projDocRow.height = 55;
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for (const { col, doc } of newProjCols) {
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styleDocCell(projSheet.getCell(2, col), doc);
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}
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projSheet.getCell(2, 1).value = "← Column documentation (row 2)";
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for (let c = 1; c <= 16; c++) {
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const cell = projSheet.getCell(2, c);
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cell.fill = DOC_FILL;
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cell.font = DOC_FONT;
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cell.alignment = { wrapText: true, vertical: "top" };
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}
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const projExistingDocs = [
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"Client Unit tag. e.g. [DAI]=Daimler, [PAG]=Porsche AG, [BMW], [JLR]=Jaguar Land Rover. Stored in dynamicFields.clientUnit.",
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"Full project name → maps to Planarchy 'name' field.",
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"Short internal project code (5-6 chars) → maps to Planarchy 'shortCode' (unique key). e.g. JLFJFL",
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"'yes'/'no' — whether the project is formally ordered. Drives status: yes+100% → ACTIVE/COMPLETED.",
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"Order type: BD=Business Development, CH=Chargeable, UN=Internal/Unordered. Maps to Planarchy OrderType.",
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"Win probability 0-100. Used in Planarchy 'winProbability' field for pipeline forecasting.",
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"Allocation type: Internal → INT, External → EXT. Maps to Planarchy 'allocationType' field.",
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"Chargeability % as decimal. Stored in dynamicFields.chargeabilityPercent.",
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"Planned resource cost in EUR. Multiply × 100 for Planarchy budgetCents. e.g. 78799 → 7879900 cents.",
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"Person hours planned/sold. Stored in dynamicFields.personHoursSold for budget tracking.",
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"Team staffing (empty in source). Would list assigned EIDs. Handled by Allocations in Planarchy.",
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"Day project sold (empty in source). Could be stored as dynamicFields.dateSold.",
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"Project start date (empty in source → synthesized in col Q). Maps to Planarchy 'startDate'.",
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"Project end date (empty in source → synthesized in col R). Maps to Planarchy 'endDate'.",
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"Confidentiality: Confidential / Not Confidential. Stored in dynamicFields.classification.",
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"Responsible EID / Owner (empty in source). Would map to a PM allocation in Planarchy.",
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];
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for (let c = 1; c <= 16; c++) {
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const doc = projExistingDocs[c - 1];
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if (doc) projSheet.getCell(2, c).value = doc;
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}
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// Fill data rows
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for (let r = 3; r <= 38; r++) {
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const row = projSheet.getRow(r);
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const shortCode = row.getCell(3).value?.toString().trim();
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if (!shortCode) continue;
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const dates = PROJECT_DATES[shortCode];
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if (dates) {
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styleDataCell(projSheet.getCell(r, 17), dates[0]);
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styleDataCell(projSheet.getCell(r, 18), dates[1]);
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styleDataCell(projSheet.getCell(r, 19), dates[2]);
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}
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if (r === 3) {
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styleDataCell(projSheet.getCell(r, 20), "See header row notes →");
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}
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}
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projSheet.getColumn(17).width = 18;
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projSheet.getColumn(18).width = 18;
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projSheet.getColumn(19).width = 16;
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projSheet.getColumn(20).width = 50;
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// ─── Add a "Planarchy Data Model" sheet ──────────────────────────────────
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let modelSheet = workbook.getWorksheet("Planarchy Data Model");
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if (!modelSheet) {
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modelSheet = workbook.addWorksheet("Planarchy Data Model");
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}
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const modelData = [
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["Planarchy Data Model — Field Reference", "", "", "", ""],
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["", "", "", "", ""],
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["RESOURCE FIELDS", "", "", "", ""],
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["Field", "Type", "Required", "Example", "Description"],
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["eid", "String (unique)", "Yes", "steve.rogers", "Employee identifier. Must be unique. Shown in UI as EID badge."],
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["displayName", "String", "Yes", "Steve Rogers", "Full display name shown in all views."],
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["email", "String (unique)", "Yes", "steve.rogers@company.com", "Unique email address. Used for login if resource is also a user."],
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["chapter", "String", "No", "Project Management", "Team or department. Used for grouping in dashboard and filters."],
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["lcrCents", "Integer (cents)", "Yes", "13377", "Loaded Cost Rate in euro-cents (€/h × 100). e.g. €133.77/h → 13377"],
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["ucrCents", "Integer (cents)", "Yes", "7465", "Unloaded/Utilization Cost Rate in euro-cents. e.g. €74.65/h → 7465"],
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["currency", "String", "Yes", "EUR", "Currency code for LCR/UCR. Default EUR."],
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["chargeabilityTarget", "Float (0-100)", "Yes", "75", "Target chargeability percentage. 75 = 75% of available hours should be chargeable."],
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["availability", "JSON", "Yes", "{monday:8, ...}", "Available hours per weekday. Partial days for part-time. e.g. 4h = half day."],
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["skills", "JSON Array", "No", "[{skill:'Unreal Engine', proficiency:4}]", "Skill entries with proficiency 1(Junior)–5(Expert). Optional category and yearsExperience."],
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["isActive", "Boolean", "Yes", "true", "Active resources appear in planning. Deactivated resources are hidden but kept in history."],
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["dynamicFields", "JSON", "No", "{city:'Stuttgart', ...}", "Additional fields defined by Blueprint (e.g. city, clientUnit, workType, employeeType)."],
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["", "", "", "", ""],
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["PROJECT FIELDS", "", "", "", ""],
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["Field", "Type", "Required", "Example", "Description"],
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["shortCode", "String (unique)", "Yes", "STTHG", "Short internal project code. Unique key. Shown as monospace badge in UI."],
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["name", "String", "Yes", "Spider-Man: Homecoming (2017)", "Full project name."],
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["orderType", "Enum", "Yes", "CHARGEABLE", "BD = Business Development, CHARGEABLE = billable client work, INTERNAL = internal, OVERHEAD = overhead."],
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["allocationType", "Enum", "Yes", "EXT", "INT = Internal allocation (internal team), EXT = External (client-facing)."],
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["winProbability", "Integer (0-100)", "Yes", "100", "Probability this project proceeds. Used in pipeline reports. 100 = confirmed."],
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["budgetCents", "Integer (cents)", "Yes", "6789900", "Total project budget in euro-cents. e.g. €67,899 → 6789900. Used for utilization tracking."],
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["startDate", "Date", "Yes", "2025-04-01", "Project start date (ISO format)."],
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["endDate", "Date", "Yes", "2026-01-31", "Project end date (ISO format)."],
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["status", "Enum", "Yes", "ACTIVE", "DRAFT / ACTIVE / ON_HOLD / COMPLETED / CANCELLED. Drives timeline filtering."],
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["staffingReqs", "JSON Array", "No", "[{role:'3D Artist', fteCount:2}]", "Staffing requirements. Used in Demand View widget to show gaps vs actual allocations."],
|
||
["dynamicFields", "JSON", "No", "{clientUnit:'[DAI]', ...}", "Blueprint fields: clientUnit, personHoursSold, classification, etc."],
|
||
["", "", "", "", ""],
|
||
["ALLOCATION FIELDS", "", "", "", ""],
|
||
["Field", "Type", "Required", "Example", "Description"],
|
||
["resourceId", "String (FK)", "Yes", "(cuid)", "Reference to Resource.id"],
|
||
["projectId", "String (FK)", "Yes", "(cuid)", "Reference to Project.id"],
|
||
["startDate", "Date", "Yes", "2025-04-01", "Start of allocation (often same as project start)."],
|
||
["endDate", "Date", "Yes", "2026-01-31", "End of allocation (can be partial project duration)."],
|
||
["hoursPerDay", "Float", "Yes", "8", "Hours per working day. 8 = full day. Can exceed 8 (overtime, shown in amber)."],
|
||
["percentage", "Float (0-100)", "Yes", "100", "Allocation percentage (100 = full-time, 50 = half-time)."],
|
||
["role", "String", "Yes", "Project Manager", "Role on this project (free text)."],
|
||
["dailyCostCents", "Integer (cents)", "Yes", "106960", "LCR × hoursPerDay × 100. Computed automatically on create."],
|
||
["status", "Enum", "Yes", "ACTIVE", "PROPOSED / CONFIRMED / ACTIVE / COMPLETED / CANCELLED"],
|
||
];
|
||
|
||
modelSheet.addRows(modelData);
|
||
|
||
// Style the model sheet
|
||
modelSheet.getColumn(1).width = 28;
|
||
modelSheet.getColumn(2).width = 22;
|
||
modelSheet.getColumn(3).width = 12;
|
||
modelSheet.getColumn(4).width = 35;
|
||
modelSheet.getColumn(5).width = 72;
|
||
|
||
// Style title row
|
||
const titleCell = modelSheet.getCell(1, 1);
|
||
titleCell.font = { bold: true, size: 14, color: { argb: "FF4F46E5" } };
|
||
titleCell.value = "Planarchy Data Model — Field Reference";
|
||
|
||
// Style section headers and field headers
|
||
const sectionRows = [3, 17, 31];
|
||
const fieldHeaderRows = [4, 18, 32];
|
||
|
||
for (const r of sectionRows) {
|
||
for (let c = 1; c <= 5; c++) {
|
||
const cell = modelSheet.getCell(r, c);
|
||
cell.fill = { type: "pattern", pattern: "solid", fgColor: { argb: "FF4F46E5" } };
|
||
cell.font = { bold: true, color: { argb: "FFFFFFFF" }, size: 11 };
|
||
}
|
||
}
|
||
|
||
for (const r of fieldHeaderRows) {
|
||
for (let c = 1; c <= 5; c++) {
|
||
const cell = modelSheet.getCell(r, c);
|
||
cell.fill = { type: "pattern", pattern: "solid", fgColor: { argb: "FFE0E7FF" } };
|
||
cell.font = { bold: true, color: { argb: "FF3730A3" }, size: 10 };
|
||
}
|
||
}
|
||
|
||
// ─── Save ────────────────────────────────────────────────────────────────
|
||
|
||
await workbook.xlsx.writeFile(EXCEL_PATH);
|
||
console.log(`✅ Excel updated: ${EXCEL_PATH}`);
|
||
console.log(" - EID_Informationen: added Display Name, Email, Skills, Notes columns");
|
||
console.log(" - Projektinfomartionen: added Start Date, End Date, Status, Notes columns");
|
||
console.log(" - Added new sheet: 'Planarchy Data Model' (field reference)");
|
||
}
|
||
|
||
main().catch((err) => {
|
||
console.error(err);
|
||
process.exit(1);
|
||
});
|