Files
CapaKraken/packages/api/src/router/rate-card-read.ts
T

310 lines
8.1 KiB
TypeScript

import type { Prisma } from "@capakraken/db";
import { ROLE_BRIEF_SELECT } from "../db/selects.js";
import { findUniqueOrThrow } from "../db/helpers.js";
import { fmtEur } from "../lib/format-utils.js";
import {
pickBestRateCardLineMatch,
scoreRateCardLineMatch,
} from "./rate-card-match-support.js";
export const rateCardLineSelect = {
id: true,
rateCardId: true,
roleId: true,
chapter: true,
location: true,
seniority: true,
workType: true,
serviceGroup: true,
costRateCents: true,
billRateCents: true,
machineRateCents: true,
attributes: true,
role: { select: ROLE_BRIEF_SELECT },
createdAt: true,
updatedAt: true,
} as const;
type RateCardBestMatchInput = {
clientId?: string | undefined;
chapter?: string | undefined;
managementLevelId?: string | undefined;
roleName?: string | undefined;
seniority?: string | undefined;
};
type ResolveBestRateInput = {
resourceId?: string | undefined;
roleName?: string | undefined;
date?: Date | undefined;
};
type ResolveRateLineCriteria = {
roleId?: string | undefined;
chapter?: string | undefined;
location?: string | undefined;
seniority?: string | undefined;
workType?: string | undefined;
};
const lookupBestRateMatchWeights = {
roleId: 4,
chapter: 2,
seniority: 1,
} as const;
const lookupBestRateCaseInsensitiveKeys = [
"chapter",
"seniority",
] as const;
const resolveBestRateLineWeights = {
roleId: 4,
chapter: 2,
location: 1,
seniority: 1,
workType: 1,
} as const;
function buildEffectiveRateCardWhere(effectiveAt: Date): Prisma.RateCardWhereInput {
return {
isActive: true,
OR: [
{ effectiveFrom: null },
{ effectiveFrom: { lte: effectiveAt } },
],
AND: [
{
OR: [
{ effectiveTo: null },
{ effectiveTo: { gte: effectiveAt } },
],
},
],
};
}
export async function lookupBestRateMatch(
db: Pick<import("@capakraken/db").PrismaClient, "rateCard" | "role">,
input: RateCardBestMatchInput,
) {
const rateCardWhere: Prisma.RateCardWhereInput = { isActive: true };
if (input.clientId) {
rateCardWhere.OR = [
{ clientId: input.clientId },
{ clientId: null },
];
}
const rateCards = await db.rateCard.findMany({
where: rateCardWhere,
include: {
lines: {
select: {
id: true,
chapter: true,
seniority: true,
costRateCents: true,
billRateCents: true,
role: { select: { id: true, name: true } },
},
},
client: { select: { id: true, name: true } },
},
orderBy: [{ effectiveFrom: "desc" }],
});
if (rateCards.length === 0) {
return {
bestMatch: null,
alternatives: [],
totalCandidates: 0,
message: "No active rate cards found.",
};
}
let roleId: string | undefined;
if (input.roleName) {
const role = await db.role.findFirst({
where: { name: { contains: input.roleName, mode: "insensitive" } },
select: { id: true },
});
if (role) {
roleId = role.id;
}
}
const scoredLines: Array<{
rateCardName: string;
clientId: string | null;
clientName: string | null;
lineId: string;
chapter: string | null;
seniority: string | null;
roleName: string | null;
costRateCents: number;
billRateCents: number | null;
score: number;
}> = [];
for (const card of rateCards) {
for (const line of card.lines) {
const scored = scoreRateCardLineMatch({
roleId: line.role?.id ?? null,
chapter: line.chapter,
seniority: line.seniority,
}, {
criteria: {
roleId,
chapter: input.chapter,
seniority: input.seniority,
},
weights: lookupBestRateMatchWeights,
caseInsensitiveKeys: lookupBestRateCaseInsensitiveKeys,
});
let score = scored.score;
const mismatch = scored.mismatch;
if (input.clientId && card.client?.id === input.clientId) {
score += 3;
}
if (!mismatch) {
scoredLines.push({
rateCardName: card.name,
clientId: card.client?.id ?? null,
clientName: card.client?.name ?? null,
lineId: line.id,
chapter: line.chapter,
seniority: line.seniority,
roleName: line.role?.name ?? null,
costRateCents: line.costRateCents,
billRateCents: line.billRateCents ?? null,
score,
});
}
}
}
scoredLines.sort((left, right) => right.score - left.score);
return {
bestMatch: scoredLines[0] ?? null,
alternatives: scoredLines.slice(1, 4),
totalCandidates: scoredLines.length,
};
}
export async function resolveBestRate(
db: Pick<import("@capakraken/db").PrismaClient, "rateCard" | "role" | "resource">,
input: ResolveBestRateInput,
) {
const effectiveAt = input.date ?? new Date();
if (input.resourceId) {
const resource = await findUniqueOrThrow(
db.resource.findUnique({
where: { id: input.resourceId },
select: {
id: true,
displayName: true,
chapter: true,
areaRole: { select: { name: true } },
},
}),
"Resource",
);
const resolved = await lookupBestRateMatch(db, {
...(resource.chapter ? { chapter: resource.chapter } : {}),
...(resource.areaRole?.name ? { roleName: resource.areaRole.name } : {}),
});
if (resolved.bestMatch) {
return {
rateCard: resolved.bestMatch.rateCardName,
resource: resource.displayName,
rate: fmtEur(resolved.bestMatch.costRateCents),
rateCents: resolved.bestMatch.costRateCents,
matchedBy: resolved.bestMatch.roleName ? `role: ${resolved.bestMatch.roleName}` : "best_match",
};
}
}
if (input.roleName) {
const match = await lookupBestRateMatch(db, { roleName: input.roleName });
if (match.bestMatch) {
return {
rateCard: match.bestMatch.rateCardName,
rate: fmtEur(match.bestMatch.costRateCents),
rateCents: match.bestMatch.costRateCents,
matchedBy: match.bestMatch.roleName ? `role: ${match.bestMatch.roleName}` : "best_match",
alternatives: match.alternatives.map((alternative) => ({
rateCard: alternative.rateCardName,
role: alternative.roleName,
chapter: alternative.chapter,
seniority: alternative.seniority,
costRate: fmtEur(alternative.costRateCents),
billRate: alternative.billRateCents != null ? fmtEur(alternative.billRateCents) : null,
})),
};
}
if (match.totalCandidates === 0) {
return { error: "No matching rate card line found." };
}
}
const cards = await db.rateCard.findMany({
where: buildEffectiveRateCardWhere(effectiveAt),
include: {
_count: { select: { lines: true } },
client: { select: { id: true, name: true, code: true } },
},
orderBy: [{ isActive: "desc" }, { effectiveFrom: "desc" }, { name: "asc" }],
});
const card = cards[0];
if (!card) {
return { error: "No active rate card found for the given date." };
}
const detail = await findUniqueOrThrow(
db.rateCard.findUnique({
where: { id: card.id },
include: {
client: { select: { id: true, name: true, code: true } },
lines: {
select: rateCardLineSelect,
orderBy: [{ chapter: "asc" }, { seniority: "asc" }, { createdAt: "asc" }],
},
},
}),
"Rate card",
);
return {
rateCard: detail.name,
lines: detail.lines.map((line) => ({
role: line.role?.name ?? null,
seniority: line.seniority,
chapter: line.chapter,
location: line.location,
costRate: fmtEur(line.costRateCents),
billRate: line.billRateCents != null ? fmtEur(line.billRateCents) : null,
})),
};
}
export function resolveBestRateLineMatch<
TLine extends {
roleId: string | null;
chapter: string | null;
location: string | null;
seniority: string | null;
workType: string | null;
},
>(lines: TLine[], criteria: ResolveRateLineCriteria): TLine | null {
return pickBestRateCardLineMatch(lines, {
criteria,
weights: resolveBestRateLineWeights,
});
}