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rename(phase 1): CapaKraken → Nexus across code, UI, docs, CI
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Browse Source 
- @capakraken/* → @nexus/* across 12 packages (root + 11 workspaces),
  1551 import lines migrated via codemod
- User-visible brand strings renamed (emails, page titles, PWA
  manifest, mobile header, MFA backup-codes header, tooltips, signin
  page, invite page, weekly digest, install prompt)
- TOTP issuer "CapaKraken" → "Nexus" (existing secrets still valid;
  re-enrollment relabels them in users' authenticator apps)
- Function rename: assertCapaKrakenDbTarget → assertNexusDbTarget
- LocalStorage migration shim in apps/web/src/app/layout.tsx copies
  capakraken_* → nexus_* on first load (guarded by nexus_migrated_v1
  sentinel; runs once per browser, then never again)
- Service-worker cache name capakraken-v2 → nexus-v2 with one-time
  caches.delete('capakraken-v2') from the same shim
- Email-domain fixtures @capakraken.{dev,app} → @nexus.{dev,app} in
  seed data, e2e specs, SMTP default fallback
- Dockerfile.dev / Dockerfile.prod / all .github/workflows/*.yml
  pnpm --filter @capakraken/* → @nexus/*
- README, CLAUDE.md, LEARNINGS.md, all docs/*.md, .env.example,
  tooling/deploy/.env.production.example brand sweep

Phase 1 deliberately leaves untouched (handled in Phase 3 cutover):
- PostgreSQL DB name "capakraken" and POSTGRES_USER "capakraken"
- Volume names capakraken_pgdata etc.
- Compose project name "capakraken" / "capakraken-prod"
- db-target-guard default expectedDatabase
- env-var CAPAKRAKEN_EXPECTED_DB_NAME
- Container DNS names in docker-compose.ci.yml

Quality gates green: pnpm typecheck (7/7), pnpm test:unit (7/7),
pnpm lint (0 errors), check:exports/imports/architecture all pass.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
This commit is contained in:
Hartmut Nörenberg
2026-05-21 15:10:44 +02:00
parent d9a7ec0338
commit 4a5edeef3e
941 changed files with 24475 additions and 16760 deletions
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docs/estimating-extension-design.md
+77 -77
View File
@@ -2,7 +2,7 @@
**Date:** 2026-03-13
**Related workbook:** `samples/CGIBreakdown_Template/Template_CGI-Breakdown+Calc_25Dez_V0.976_251212_beta_LCR-Update.xlsx`
**Purpose:** Canonical design, field mapping, and implementation plan for a browser-based estimating system in CapaKraken.
**Purpose:** Canonical design, field mapping, and implementation plan for a browser-based estimating system in Nexus.
## Executive Summary
@@ -15,12 +15,12 @@ The workbook is not a simple calculator. It is a full estimating and pricing sys
- management summaries
- downstream export sheets
CapaKraken can support this, but not by copying Excel cell logic into the browser. The right implementation is a dedicated estimating bounded context with:
Nexus can support this, but not by copying Excel cell logic into the browser. The right implementation is a dedicated estimating bounded context with:
- a wizard for first-pass estimate creation
- a workspace for iterative revisions
- a typed calculation pipeline
- live linkage to CapaKraken resources and roles
- live linkage to Nexus resources and roles
- immutable snapshots for auditability
## Design Principles
@@ -39,7 +39,7 @@ The replacement should be:
### 2. Reuse the current platform where it already fits
Useful existing CapaKraken primitives:
Useful existing Nexus primitives:
- `Resource` for roster, rates, skills, availability, and dynamic metadata
- `Project` for schedule, budget, and project linkage
@@ -106,89 +106,89 @@ That mix is exactly why the app needs separated models for assumptions, scope, d
### New bounded context: `Estimating`
| Model | Purpose |
|---|---|
| `Estimate` | Top-level estimate container tied to a project or opportunity |
| `EstimateVersion` | Versioning, options, baselines, approvals, and locked commercial states |
| `EstimateAssumption` | Structured commercial, tax, pricing, and scenario inputs |
| `ScopeItem` | Scope rows imported or authored from the breakdown sheet |
| `ScopeEffortRule` | Rules that turn scope into discipline effort |
| `EstimateDemandLine` | Normalized effort lines with phasing and pricing attributes |
| `RateCard` | Versioned pricing and cost catalog |
| `RateCardLine` | Attribute-based rate resolution entries |
| `ResourceCostSnapshot` | Immutable copy of roster/rate facts used by one estimate version |
| `EstimateMetric` | Persisted derived totals for fast reads and auditability |
| `EstimateExport` | Stored export artifacts and serializer metadata |
| Model | Purpose |
| ---------------------- | ----------------------------------------------------------------------- |
| `Estimate` | Top-level estimate container tied to a project or opportunity |
| `EstimateVersion` | Versioning, options, baselines, approvals, and locked commercial states |
| `EstimateAssumption` | Structured commercial, tax, pricing, and scenario inputs |
| `ScopeItem` | Scope rows imported or authored from the breakdown sheet |
| `ScopeEffortRule` | Rules that turn scope into discipline effort |
| `EstimateDemandLine` | Normalized effort lines with phasing and pricing attributes |
| `RateCard` | Versioned pricing and cost catalog |
| `RateCardLine` | Attribute-based rate resolution entries |
| `ResourceCostSnapshot` | Immutable copy of roster/rate facts used by one estimate version |
| `EstimateMetric` | Persisted derived totals for fast reads and auditability |
| `EstimateExport` | Stored export artifacts and serializer metadata |
### Reuse strategy
| Existing model | Reuse level | How it fits |
|---|---|---|
| `Project` | `Direct` | Parent linkage, timeline context, budget bridge |
| `Resource` | `Direct` | Roster, chapter, role, LCR/UCR, skill and availability context |
| `Role` | `Direct` | Demand-line role alignment and staffing suggestions |
| `DemandRequirement` / `Assignment` | `Downstream` | Planning handoff target after estimate approval |
| `dynamicFields` / blueprints | `Bridge only` | Short-term bridge for unmigrated metadata, not core estimate storage |
| Existing model | Reuse level | How it fits |
| ---------------------------------- | ------------- | -------------------------------------------------------------------- |
| `Project` | `Direct` | Parent linkage, timeline context, budget bridge |
| `Resource` | `Direct` | Roster, chapter, role, LCR/UCR, skill and availability context |
| `Role` | `Direct` | Demand-line role alignment and staffing suggestions |
| `DemandRequirement` / `Assignment` | `Downstream` | Planning handoff target after estimate approval |
| `dynamicFields` / blueprints | `Bridge only` | Short-term bridge for unmigrated metadata, not core estimate storage |
## Mapping Strategy
### Mapping legend
- `Direct`: already maps to an existing first-class CapaKraken field
- `Direct`: already maps to an existing first-class Nexus field
- `Bridge`: can be bridged short-term, but should move to estimating models
- `Derived`: calculate it, do not persist it as manual source data
- `New Model`: requires estimating schema
### Project and commercial inputs
| Workbook field | Current target | Status | Recommended target |
|---|---|---|---|
| Project Name | `Project.name` | `Direct` | keep on `Project`, mirror into `Estimate.name` |
| Opportunity ID | project dynamic field | `Bridge` | `Estimate.opportunityId` |
| Timeframe From / To | `Project.startDate` / `Project.endDate` | `Direct` | default estimate context from project |
| Currency | project/resource bridge only | `Bridge` | `Estimate.baseCurrency` |
| Contract Owner / Business Unit / Service Group | none | `New Model` | `EstimateAssumption.*` |
| Pricing Structure | partly `Project.orderType` | `Bridge` | `EstimateAssumption.pricingStructure` |
| Revenue Timing / Recognition | none | `New Model` | `EstimateAssumption.*` |
| Sales Tax / Billing Arrears / Payment Terms | none | `New Model` | `EstimateAssumption.*` |
| Contingency / Capital Charge / Mgmt Fee policies | none | `New Model` | `EstimateAssumption.*` |
| Workbook field | Current target | Status | Recommended target |
| ------------------------------------------------ | --------------------------------------- | ----------- | ---------------------------------------------- |
| Project Name | `Project.name` | `Direct` | keep on `Project`, mirror into `Estimate.name` |
| Opportunity ID | project dynamic field | `Bridge` | `Estimate.opportunityId` |
| Timeframe From / To | `Project.startDate` / `Project.endDate` | `Direct` | default estimate context from project |
| Currency | project/resource bridge only | `Bridge` | `Estimate.baseCurrency` |
| Contract Owner / Business Unit / Service Group | none | `New Model` | `EstimateAssumption.*` |
| Pricing Structure | partly `Project.orderType` | `Bridge` | `EstimateAssumption.pricingStructure` |
| Revenue Timing / Recognition | none | `New Model` | `EstimateAssumption.*` |
| Sales Tax / Billing Arrears / Payment Terms | none | `New Model` | `EstimateAssumption.*` |
| Contingency / Capital Charge / Mgmt Fee policies | none | `New Model` | `EstimateAssumption.*` |
### Scope breakdown inputs
| Workbook field | Current target | Status | Recommended target |
|---|---|---|---|
| Row sequence, type, package | none | `New Model` | `ScopeItem.sequenceNo`, `scopeType`, `packageCode` |
| Description, scene, page, location | coarse project notes only | `New Model` | `ScopeItem.*` |
| Assumptions / comments | none | `New Model` | `ScopeItem.assumptionCategory`, `internalComments` |
| Resolution / FPS / aspect / shot length | project dynamic fields only | `Bridge` | `ScopeItem.technicalSpec` JSON |
| Frame count / count / unit mode | limited bridge only | `Bridge` | `ScopeItem.frameCount`, `count`, `unitMode` |
| Discipline effort columns | none | `New Model` | generated `EstimateDemandLine` rows |
| Total costs on the breakdown sheet | none | `Derived` | `EstimateMetric` |
| Workbook field | Current target | Status | Recommended target |
| --------------------------------------- | --------------------------- | ----------- | -------------------------------------------------- |
| Row sequence, type, package | none | `New Model` | `ScopeItem.sequenceNo`, `scopeType`, `packageCode` |
| Description, scene, page, location | coarse project notes only | `New Model` | `ScopeItem.*` |
| Assumptions / comments | none | `New Model` | `ScopeItem.assumptionCategory`, `internalComments` |
| Resolution / FPS / aspect / shot length | project dynamic fields only | `Bridge` | `ScopeItem.technicalSpec` JSON |
| Frame count / count / unit mode | limited bridge only | `Bridge` | `ScopeItem.frameCount`, `count`, `unitMode` |
| Discipline effort columns | none | `New Model` | generated `EstimateDemandLine` rows |
| Total costs on the breakdown sheet | none | `Derived` | `EstimateMetric` |
### Resource, rate, and lookup data
| Workbook field | Current target | Status | Recommended target |
|---|---|---|---|
| Roster employee/name | `Resource.displayName` / `eid` | `Bridge` | link to `Resource` plus snapshot source text |
| UCR / LCR | `Resource.ucrCents` / `lcrCents` | `Direct` | direct reuse plus snapshot |
| FTE | indirect only | `Bridge` | `ResourceCostSnapshot.fte` |
| Level / work type / area | dynamic fields only | `Bridge` | normalize later, snapshot now |
| Location / country | dynamic bridge only | `Bridge` | snapshot + demand-line attributes |
| Rates ACN / rate breakdown / machine / FX | none | `New Model` | `RateCard`, `RateCardLine`, FX/rule tables |
| Experience adjustments | none | `New Model` | rate adjustment rules |
| Workbook field | Current target | Status | Recommended target |
| ----------------------------------------- | -------------------------------- | ----------- | -------------------------------------------- |
| Roster employee/name | `Resource.displayName` / `eid` | `Bridge` | link to `Resource` plus snapshot source text |
| UCR / LCR | `Resource.ucrCents` / `lcrCents` | `Direct` | direct reuse plus snapshot |
| FTE | indirect only | `Bridge` | `ResourceCostSnapshot.fte` |
| Level / work type / area | dynamic fields only | `Bridge` | normalize later, snapshot now |
| Location / country | dynamic bridge only | `Bridge` | snapshot + demand-line attributes |
| Rates ACN / rate breakdown / machine / FX | none | `New Model` | `RateCard`, `RateCardLine`, FX/rule tables |
| Experience adjustments | none | `New Model` | rate adjustment rules |
### Calculation, phasing, and exports
| Workbook field group | Current target | Status | Recommended target |
|---|---|---|---|
| Calculation line items | none | `New Model` | `EstimateDemandLine` |
| Named resource references | `Assignment.resourceId` via planning handoff | `Direct` | linked demand line + resource snapshot |
| Dates, hours, bill code, org unit, economic profile | none | `New Model` | `EstimateDemandLine.*` |
| Monthly spread | none | `New Model` | `EstimateDemandLine.monthlySpread` |
| Weekly phasing (`4Dispo`) | none | `Derived` | generated projection view |
| `CALC_AUX` transformed outputs | none | `Derived` | derived from demand lines and snapshots |
| `MMP Import` / external export sheets | none | `New Model` | serializer output + `EstimateExport` |
| Cockpit / analytics totals | none | `Derived` | persisted `EstimateMetric` rows |
| Workbook field group | Current target | Status | Recommended target |
| --------------------------------------------------- | -------------------------------------------- | ----------- | --------------------------------------- |
| Calculation line items | none | `New Model` | `EstimateDemandLine` |
| Named resource references | `Assignment.resourceId` via planning handoff | `Direct` | linked demand line + resource snapshot |
| Dates, hours, bill code, org unit, economic profile | none | `New Model` | `EstimateDemandLine.*` |
| Monthly spread | none | `New Model` | `EstimateDemandLine.monthlySpread` |
| Weekly phasing (`4Dispo`) | none | `Derived` | generated projection view |
| `CALC_AUX` transformed outputs | none | `Derived` | derived from demand lines and snapshots |
| `MMP Import` / external export sheets | none | `New Model` | serializer output + `EstimateExport` |
| Cockpit / analytics totals | none | `Derived` | persisted `EstimateMetric` rows |
## Browser Architecture
@@ -236,7 +236,7 @@ That prevents old approved estimates from changing when roster rates or metadata
### Phase 4. Resource linkage and planning handoff
- connect demand lines to resources, roles, and availability
- add staffing suggestions from current CapaKraken data
- add staffing suggestions from current Nexus data
- support conversion from approved estimate demand into downstream planning entities
### Phase 5. Exports and approvals
@@ -261,7 +261,7 @@ Implemented baseline in the current codebase:
- version submit, approve, and locked revision-cloning actions
- export artifact scaffolding with stored serializer metadata records
- format-specific export generation with stored payloads for JSON, CSV, XLSX, SAP, and MMP
- live resource-linked staffing rows that can sync current CapaKraken rates and persist estimate-version snapshots
- live resource-linked staffing rows that can sync current Nexus rates and persist estimate-version snapshots
- explicit live-vs-manual rate mode metadata on demand lines, with server-side recalculation before metrics are persisted
- read-only and draft workspace visibility for manual overrides versus live resource snapshots
- project snapshot persistence on estimate versions
@@ -293,16 +293,16 @@ Approved estimate versions hand off like this:
### Estimate-to-planning mapping
| Estimate source | DemandRequirement target | Assignment target | Notes |
|---|---|---|---|
| `Estimate.projectId` + approved version | `projectId` | `projectId` | direct |
| `EstimateDemandLine.id` | `metadata.estimateHandoff.estimateDemandLineId` | same | provenance |
| `EstimateDemandLine.name` | `role` or demand title | copied display metadata | readable context |
| `EstimateDemandLine.roleId` | `roleId` | optional copied roleId | direct when present |
| `EstimateDemandLine.resourceId` | `metadata.suggestedResourceId` when open | `resourceId` when assigned | demand vs assignment split eliminates nullable-resource ambiguity |
| `EstimateDemandLine.hours` + project window | `hoursPerDay`, `percentage`, `headcount` | `hoursPerDay`, `percentage` | reused derivation logic |
| `EstimateDemandLine.fte` | `headcount` | not needed | demand owns quantity |
| rate and price totals | metadata snapshot | metadata snapshot | preserve auditability |
| staffing attributes / monthly spread | metadata | metadata | direct carry-over |
| Estimate source | DemandRequirement target | Assignment target | Notes |
| ------------------------------------------- | ----------------------------------------------- | --------------------------- | ----------------------------------------------------------------- |
| `Estimate.projectId` + approved version | `projectId` | `projectId` | direct |
| `EstimateDemandLine.id` | `metadata.estimateHandoff.estimateDemandLineId` | same | provenance |
| `EstimateDemandLine.name` | `role` or demand title | copied display metadata | readable context |
| `EstimateDemandLine.roleId` | `roleId` | optional copied roleId | direct when present |
| `EstimateDemandLine.resourceId` | `metadata.suggestedResourceId` when open | `resourceId` when assigned | demand vs assignment split eliminates nullable-resource ambiguity |
| `EstimateDemandLine.hours` + project window | `hoursPerDay`, `percentage`, `headcount` | `hoursPerDay`, `percentage` | reused derivation logic |
| `EstimateDemandLine.fte` | `headcount` | not needed | demand owns quantity |
| rate and price totals | metadata snapshot | metadata snapshot | preserve auditability |
| staffing attributes / monthly spread | metadata | metadata | direct carry-over |
The workbook mapping is feasible. The estimating product covers wizard creation, workspace editing, version management, export generation, and planning handoff. Remaining work focuses on templates, richer comparison, and the scope-to-effort rule engine.