370 lines
14 KiB
TypeScript
370 lines
14 KiB
TypeScript
import { EstimateStatus, SystemRole } from "@capakraken/shared";
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import type { TRPCContext } from "../../trpc.js";
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import { withToolAccess, type ToolContext, type ToolDef, type ToolExecutor } from "./shared.js";
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type AssistantToolErrorResult = { error: string };
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type ResolvedProject = {
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id: string;
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};
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type PlanningNavigationDeps = {
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createEstimateCaller: (ctx: TRPCContext) => {
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list: (params: {
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query?: string;
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status?: EstimateStatus;
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projectId?: string;
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}) => Promise<unknown>;
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};
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createClientCaller: (ctx: TRPCContext) => {
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list: (params: {
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isActive: boolean;
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search?: string;
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}) => Promise<Array<{
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id: string;
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name: string;
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code: string | null;
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_count: { projects: number };
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}>>;
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};
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createOrgUnitCaller: (ctx: TRPCContext) => {
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list: (params: {
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isActive: boolean;
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level?: number;
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}) => Promise<Array<{ id: string }>>;
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getById: (params: { id: string }) => Promise<{
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id: string;
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name: string;
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shortName: string | null;
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level: number;
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parent: { name: string } | null;
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_count: { resources: number };
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}>;
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};
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createTimelineCaller: (ctx: TRPCContext) => {
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getMyEntriesView: (params: {
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startDate: Date;
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endDate: Date;
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resourceIds?: string[];
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projectIds?: string[];
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clientIds?: string[];
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chapters?: string[];
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eids?: string[];
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countryCodes?: string[];
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}) => Promise<unknown>;
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getMyHolidayOverlays: (params: {
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startDate: Date;
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endDate: Date;
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resourceIds?: string[];
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projectIds?: string[];
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clientIds?: string[];
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chapters?: string[];
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eids?: string[];
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countryCodes?: string[];
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}) => Promise<unknown>;
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};
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createScopedCallerContext: (ctx: ToolContext) => TRPCContext;
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resolveProjectIdentifier: (
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ctx: ToolContext,
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identifier: string,
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) => Promise<ResolvedProject | AssistantToolErrorResult>;
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parseIsoDate: (value: string, fieldName: string) => Date;
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};
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export const planningNavigationToolDefinitions: ToolDef[] = withToolAccess([
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{
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type: "function",
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function: {
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name: "search_estimates",
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description: "Search for estimates (cost/effort estimates) by project or name. Returns estimate name, status, version count.",
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parameters: {
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type: "object",
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properties: {
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projectCode: { type: "string", description: "Project short code to filter by" },
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query: { type: "string", description: "Search term (matches estimate name)" },
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status: { type: "string", description: "Filter by status: DRAFT, IN_REVIEW, APPROVED, ARCHIVED" },
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limit: { type: "integer", description: "Max results. Default: 20" },
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},
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},
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},
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},
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{
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type: "function",
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function: {
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name: "list_clients",
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description: "List clients/customers. Can search by name or code.",
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parameters: {
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type: "object",
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properties: {
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query: { type: "string", description: "Search term (matches name or code)" },
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limit: { type: "integer", description: "Max results. Default: 20" },
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},
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},
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},
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},
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{
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type: "function",
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function: {
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name: "list_org_units",
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description: "List organizational units (departments, teams) with their hierarchy.",
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parameters: {
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type: "object",
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properties: {
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level: { type: "integer", description: "Filter by org level (5, 6, or 7)" },
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},
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},
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},
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},
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{
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type: "function",
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function: {
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name: "get_my_timeline_entries_view",
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description: "Get the caller's own self-service timeline entries view for a date range using the real timeline self-service endpoint. Returns only data for the caller's linked resource.",
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parameters: {
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type: "object",
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properties: {
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startDate: { type: "string", description: "Start date in YYYY-MM-DD." },
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endDate: { type: "string", description: "End date in YYYY-MM-DD." },
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resourceIds: { type: "array", items: { type: "string" }, description: "Optional filters are accepted but will be scoped to the caller's own linked resource." },
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projectIds: { type: "array", items: { type: "string" }, description: "Optional project IDs to narrow the caller's own timeline view." },
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clientIds: { type: "array", items: { type: "string" }, description: "Optional client IDs to narrow the caller's own timeline view." },
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chapters: { type: "array", items: { type: "string" }, description: "Optional chapter filters. Self-service scoping still applies." },
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eids: { type: "array", items: { type: "string" }, description: "Optional employee IDs. Self-service scoping still applies." },
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countryCodes: { type: "array", items: { type: "string" }, description: "Optional country codes. Self-service scoping still applies." },
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},
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required: ["startDate", "endDate"],
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},
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},
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},
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{
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type: "function",
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function: {
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name: "get_my_timeline_holiday_overlays",
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description: "Get the caller's own self-service holiday overlays for a date range using the real timeline self-service endpoint. Returns only holiday overlays for the caller's linked resource.",
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parameters: {
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type: "object",
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properties: {
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startDate: { type: "string", description: "Start date in YYYY-MM-DD." },
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endDate: { type: "string", description: "End date in YYYY-MM-DD." },
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resourceIds: { type: "array", items: { type: "string" }, description: "Optional filters are accepted but will be scoped to the caller's own linked resource." },
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projectIds: { type: "array", items: { type: "string" }, description: "Optional project IDs to narrow the caller's own holiday overlay view." },
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clientIds: { type: "array", items: { type: "string" }, description: "Optional client IDs to narrow the caller's own holiday overlay view." },
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chapters: { type: "array", items: { type: "string" }, description: "Optional chapter filters. Self-service scoping still applies." },
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eids: { type: "array", items: { type: "string" }, description: "Optional employee IDs. Self-service scoping still applies." },
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countryCodes: { type: "array", items: { type: "string" }, description: "Optional country codes. Self-service scoping still applies." },
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},
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required: ["startDate", "endDate"],
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},
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},
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},
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{
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type: "function",
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function: {
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name: "navigate_to_page",
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description: "Navigate the user to a specific page in CapaKraken, optionally with filters. Use this when the user wants to see data on a specific page (e.g. 'show me on the timeline', 'open the resources page').",
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parameters: {
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type: "object",
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properties: {
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page: {
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type: "string",
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description: "Page name: timeline, dashboard, resources, projects, allocations, staffing, estimates, vacations, my-vacations, roles, skills-analytics, chargeability, computation-graph",
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},
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eids: { type: "string", description: "Comma-separated employee IDs to filter (for timeline)" },
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chapters: { type: "string", description: "Comma-separated chapters to filter (for timeline)" },
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projectIds: { type: "string", description: "Comma-separated project IDs to filter (for timeline)" },
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clientIds: { type: "string", description: "Comma-separated client IDs to filter (for timeline)" },
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countryCodes: { type: "string", description: "Comma-separated country codes to filter (e.g. 'ES,DE' for Spain and Germany, for timeline)" },
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startDate: { type: "string", description: "Start date YYYY-MM-DD (for timeline)" },
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days: { type: "integer", description: "Number of days to show (for timeline)" },
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},
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required: ["page"],
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},
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},
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},
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], {
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search_estimates: {
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allowedSystemRoles: [SystemRole.ADMIN, SystemRole.MANAGER, SystemRole.CONTROLLER],
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},
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list_clients: {
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requiresPlanningRead: true,
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},
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list_org_units: {
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requiresResourceOverview: true,
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},
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});
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export function createPlanningNavigationExecutors(
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deps: PlanningNavigationDeps,
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): Record<string, ToolExecutor> {
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return {
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async search_estimates(
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params: {
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projectCode?: string;
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query?: string;
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status?: string;
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limit?: number;
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},
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ctx: ToolContext,
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) {
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const caller = deps.createEstimateCaller(deps.createScopedCallerContext(ctx));
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let projectId: string | undefined;
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if (params.projectCode) {
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const project = await deps.resolveProjectIdentifier(ctx, params.projectCode);
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if ("error" in project) {
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return project;
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}
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projectId = project.id;
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}
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return caller.list({
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...(params.query ? { query: params.query } : {}),
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...(params.status ? { status: params.status as EstimateStatus } : {}),
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...(projectId ? { projectId } : {}),
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});
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},
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async list_clients(
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params: { query?: string; limit?: number },
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ctx: ToolContext,
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) {
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const limit = Math.min(params.limit ?? 20, 50);
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const caller = deps.createClientCaller(deps.createScopedCallerContext(ctx));
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const clients = await caller.list({
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isActive: true,
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...(params.query ? { search: params.query } : {}),
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});
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return clients.slice(0, limit).map((client) => ({
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id: client.id,
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name: client.name,
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code: client.code,
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projectCount: client._count.projects,
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}));
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},
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async list_org_units(
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params: { level?: number },
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ctx: ToolContext,
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) {
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const caller = deps.createOrgUnitCaller(deps.createScopedCallerContext(ctx));
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const units = await caller.list({
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isActive: true,
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...(params.level !== undefined ? { level: params.level } : {}),
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});
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const details = await Promise.all(units.map((unit) => caller.getById({ id: unit.id })));
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return details.map((unit) => ({
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id: unit.id,
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name: unit.name,
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shortName: unit.shortName,
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level: unit.level,
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parent: unit.parent?.name ?? null,
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resourceCount: unit._count.resources,
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}));
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},
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async get_my_timeline_entries_view(
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params: {
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startDate: string;
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endDate: string;
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resourceIds?: string[];
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projectIds?: string[];
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clientIds?: string[];
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chapters?: string[];
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eids?: string[];
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countryCodes?: string[];
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},
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ctx: ToolContext,
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) {
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const caller = deps.createTimelineCaller(deps.createScopedCallerContext(ctx));
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return caller.getMyEntriesView({
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startDate: deps.parseIsoDate(params.startDate, "startDate"),
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endDate: deps.parseIsoDate(params.endDate, "endDate"),
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...(params.resourceIds ? { resourceIds: params.resourceIds } : {}),
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...(params.projectIds ? { projectIds: params.projectIds } : {}),
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...(params.clientIds ? { clientIds: params.clientIds } : {}),
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...(params.chapters ? { chapters: params.chapters } : {}),
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...(params.eids ? { eids: params.eids } : {}),
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...(params.countryCodes ? { countryCodes: params.countryCodes } : {}),
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});
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},
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async get_my_timeline_holiday_overlays(
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params: {
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startDate: string;
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endDate: string;
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resourceIds?: string[];
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projectIds?: string[];
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clientIds?: string[];
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chapters?: string[];
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eids?: string[];
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countryCodes?: string[];
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},
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ctx: ToolContext,
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) {
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const caller = deps.createTimelineCaller(deps.createScopedCallerContext(ctx));
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return caller.getMyHolidayOverlays({
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startDate: deps.parseIsoDate(params.startDate, "startDate"),
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endDate: deps.parseIsoDate(params.endDate, "endDate"),
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...(params.resourceIds ? { resourceIds: params.resourceIds } : {}),
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...(params.projectIds ? { projectIds: params.projectIds } : {}),
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...(params.clientIds ? { clientIds: params.clientIds } : {}),
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...(params.chapters ? { chapters: params.chapters } : {}),
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...(params.eids ? { eids: params.eids } : {}),
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...(params.countryCodes ? { countryCodes: params.countryCodes } : {}),
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});
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},
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async navigate_to_page(
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params: {
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page: string;
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eids?: string;
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chapters?: string;
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projectIds?: string;
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clientIds?: string;
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countryCodes?: string;
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startDate?: string;
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days?: number;
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},
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_ctx: ToolContext,
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) {
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const pageMap: Record<string, string> = {
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timeline: "/timeline",
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dashboard: "/dashboard",
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resources: "/resources",
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projects: "/projects",
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allocations: "/allocations",
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staffing: "/staffing",
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estimates: "/estimates",
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vacations: "/vacations",
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"my-vacations": "/vacations/my",
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roles: "/roles",
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"skills-analytics": "/analytics/skills",
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chargeability: "/reports/chargeability",
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"computation-graph": "/analytics/computation-graph",
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};
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const path = pageMap[params.page];
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if (!path) {
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return { error: `Unknown page: ${params.page}. Available: ${Object.keys(pageMap).join(", ")}` };
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}
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const queryParts: string[] = [];
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if (params.eids) queryParts.push(`eids=${encodeURIComponent(params.eids)}`);
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if (params.chapters) queryParts.push(`chapters=${encodeURIComponent(params.chapters)}`);
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if (params.projectIds) queryParts.push(`projectIds=${encodeURIComponent(params.projectIds)}`);
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if (params.clientIds) queryParts.push(`clientIds=${encodeURIComponent(params.clientIds)}`);
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if (params.countryCodes) queryParts.push(`countryCodes=${encodeURIComponent(params.countryCodes)}`);
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if (params.startDate) queryParts.push(`startDate=${encodeURIComponent(params.startDate)}`);
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if (params.days) queryParts.push(`days=${params.days}`);
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const url = queryParts.length > 0 ? `${path}?${queryParts.join("&")}` : path;
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return {
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__action: "navigate" as const,
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url,
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description: `Navigiere zu ${path}`,
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};
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},
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};
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}
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