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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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samples/Dispov2/plan-chargeability-report.md
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@@ -6,7 +6,7 @@
## Problem
The bi-weekly chargeability report is currently produced in Excel. CapaKraken needs a **live reporting section** in the app that updates in real-time as assignments, resources, and SAH change. The report is not a static file — it is an interactive page that can be **exported** as Excel or PDF on demand.
The bi-weekly chargeability report is currently produced in Excel. Nexus needs a **live reporting section** in the app that updates in real-time as assignments, resources, and SAH change. The report is not a static file — it is an interactive page that can be **exported** as Excel or PDF on demand.
Core requirements:
@@ -57,40 +57,46 @@ GER | Content Prod. | Total | BD Germany | | | ..
### Column Structure
| Column Group | Type | Source |
|---|---|---|
| FTE | number | Sum of resource FTE for the group |
| Target ACN | % | Official target per management level, FTE-weighted |
| Historical months (SAP) | tracked Chg % | Imported actual chargeability from SAP/period data |
| Forecast months | predicted Chg % | FTE-weighted average of individual resource forecasts |
| Column Group | Type | Source |
| ----------------------- | --------------- | ----------------------------------------------------- |
| FTE | number | Sum of resource FTE for the group |
| Target ACN | % | Official target per management level, FTE-weighted |
| Historical months (SAP) | tracked Chg % | Imported actual chargeability from SAP/period data |
| Forecast months | predicted Chg % | FTE-weighted average of individual resource forecasts |
### Key Formulas
**FTE per chapter:**
```
SUM(resource.fte) WHERE resource.orgUnit.level7 = chapter
AND resource.resourceType = filter
```
**Chargeability per chapter (forecast):**
```
SUM(resource.fte * resource.forecastChargeability[month])
/ SUM(resource.fte)
```
This is an FTE-weighted average.
**Target per chapter:**
```
SUM(resource.fte * resource.managementLevel.targetPercentage)
/ SUM(resource.fte)
```
**Unassigned hours (implicit):**
```
SAH - sum(all categorized hours)
```
**BD% (Germany):**
```
SUM(resource.fte * resource.bdPercentage[month])
/ SUM(resource.fte)
@@ -98,23 +104,23 @@ SUM(resource.fte * resource.bdPercentage[month])
## Data Requirements
### What CapaKraken needs to have (per resource, per month)
### What Nexus needs to have (per resource, per month)
| Data Point | Source | Notes |
|---|---|---|
| FTE | Resource.fte | May vary monthly |
| Org Unit (L5/L6/L7) | Resource.orgUnit + tree | Drives row grouping |
| Country / Metro City | Resource.country | Drives region filter (GER vs ALL) |
| Resource Type | Derived or stored | Production Studios / Near&Offshore / Accenture |
| Management Level | Resource.managementLevel | Drives target % |
| Target % | ManagementLevel.targetPercentage | Official chargeability target |
| Forecast Chargeability | **Derived from assignments** | Hours assigned to Chg projects / SAH |
| Forecast BD% | **Derived from assignments** | Hours assigned to BD projects / SAH |
| Tracked Chargeability | **Imported from SAP** or tracked in-app | Actual period data |
| Data Point | Source | Notes |
| ---------------------- | --------------------------------------- | ---------------------------------------------- |
| FTE | Resource.fte | May vary monthly |
| Org Unit (L5/L6/L7) | Resource.orgUnit + tree | Drives row grouping |
| Country / Metro City | Resource.country | Drives region filter (GER vs ALL) |
| Resource Type | Derived or stored | Production Studios / Near&Offshore / Accenture |
| Management Level | Resource.managementLevel | Drives target % |
| Target % | ManagementLevel.targetPercentage | Official chargeability target |
| Forecast Chargeability | **Derived from assignments** | Hours assigned to Chg projects / SAH |
| Forecast BD% | **Derived from assignments** | Hours assigned to BD projects / SAH |
| Tracked Chargeability | **Imported from SAP** or tracked in-app | Actual period data |
### Forecast Chargeability Derivation
This is the key insight: **predicted chargeability can be derived from what CapaKraken already knows**:
This is the key insight: **predicted chargeability can be derived from what Nexus already knows**:
```
forecastChg(resource, month) =
@@ -133,7 +139,7 @@ This means the chargeability report is a **query over existing assignments + SAH
For historical data, two options:
1. **Import from SAP**: bulk import of period data (P-1, P-2, etc.) as snapshots
2. **Track in-app**: if CapaKraken becomes the system of record for time tracking
2. **Track in-app**: if Nexus becomes the system of record for time tracking
Recommendation: Start with SAP import. Add a `ChargeabilitySnapshot` model for imported actuals.
@@ -160,28 +166,28 @@ model ChargeabilitySnapshot {
Location: `packages/api/src/router/chargeability-report.ts`
| Procedure | Access | Description |
|---|---|---|
| `getReport` | manager | Full chargeability report for a date range and region filter |
| Procedure | Access | Description |
| --------------------- | ------- | ------------------------------------------------------------- |
| `getReport` | manager | Full chargeability report for a date range and region filter |
| `getResourceForecast` | manager | Per-resource monthly forecast data (for the ChgFC-equivalent) |
| `importActuals` | admin | Bulk import SAP period data |
| `getSnapshots` | manager | List imported actuals for a period |
| `getChangeTracking` | manager | Delta between current forecast and a previous snapshot date |
| `importActuals` | admin | Bulk import SAP period data |
| `getSnapshots` | manager | List imported actuals for a period |
| `getChangeTracking` | manager | Delta between current forecast and a previous snapshot date |
### `getReport` Response Shape
```typescript
interface ChargeabilityReportRow {
region: string; // "GER" or "ALL"
region: string; // "GER" or "ALL"
orgUnitL6: string;
chapter: string; // L7 name
resourceType?: string; // for ALL section sub-rows
chapter: string; // L7 name
resourceType?: string; // for ALL section sub-rows
isSubtotal: boolean;
fte: number;
targetACN: number; // FTE-weighted target %
targetACN: number; // FTE-weighted target %
months: {
month: string; // "2026-03"
dataType: 'SAP' | 'MTD'; // actual vs forecast
month: string; // "2026-03"
dataType: "SAP" | "MTD"; // actual vs forecast
fte: number;
chargeabilityPercent: number;
}[];
@@ -209,21 +215,22 @@ Pure functions for:
```typescript
// FTE-weighted chargeability for a group
function calculateGroupChargeability(
resources: { fte: number; chargeability: number }[]
): number;
function calculateGroupChargeability(resources: { fte: number; chargeability: number }[]): number;
// Derive forecast chargeability from assignments + SAH
function deriveResourceForecast(
assignments: { hoursPerDay: number; startDate: Date; endDate: Date; utilizationCategory: string }[],
assignments: {
hoursPerDay: number;
startDate: Date;
endDate: Date;
utilizationCategory: string;
}[],
sah: SAHResult,
month: { start: Date; end: Date }
month: { start: Date; end: Date },
): { chg: number; bd: number; mdi: number; mo: number; pdr: number; unassigned: number };
// FTE-weighted target for a group
function calculateGroupTarget(
resources: { fte: number; targetPercentage: number }[]
): number;
function calculateGroupTarget(resources: { fte: number; targetPercentage: number }[]): number;
```
## UI
@@ -233,6 +240,7 @@ function calculateGroupTarget(
This is an **interactive, live-updating page** — not a static export. Data refreshes whenever assignments, resource attributes, or SAH inputs change.
**Layout:**
- Header: title, status date (auto = now), region toggle (GER / ALL)
- Filter bar: resource type toggles (Production Studios / Accenture / Near&Offshore), date range (which months to display)
- Main table: matching the Excel screenshot structure (see Row Hierarchy above)
@@ -243,12 +251,14 @@ This is an **interactive, live-updating page** — not a static export. Data ref
- Sticky first columns (Region, Org Unit, Chapter, Resource Type, FTE, Target) with horizontal scroll for months
**Interactivity:**
- Click on a chapter row → drill down to individual resources in that chapter
- Click on a resource → navigate to resource detail page
- Click on a cell → tooltip showing the contributing assignments and their hours
- Compare mode: select two snapshot dates and see a side-by-side delta view
**Real-time updates:**
- SSE integration: report subscribes to assignment/resource change events
- When an assignment is created/modified/deleted, affected rows recalculate
- Debounced refresh (not per-keystroke, but within seconds of a change)
@@ -258,6 +268,7 @@ This is an **interactive, live-updating page** — not a static export. Data ref
Export buttons in the page header:
**Excel export:**
- Matches the current Excel report format for stakeholder familiarity
- Includes all visible rows and columns based on current filter state
- Separate sheets for GER and ALL views
@@ -265,6 +276,7 @@ Export buttons in the page header:
- Uses the existing PDF/Excel export infrastructure from Phase 6
**PDF export:**
- Landscape layout matching the on-screen table
- Includes header with status date and active filters
- Page breaks per L6 section
@@ -273,6 +285,7 @@ Export buttons in the page header:
## Dependencies
All other plans must land first:
1. **Country/SAH** — provides available hours denominator
2. **OrgUnit hierarchy** — provides row grouping
3. **Utilization Categories** — provides hour bucketing (Chg, BD, etc.)
@@ -283,6 +296,7 @@ All other plans must land first:
## Phased Delivery
### Phase A: Live forecast report
- Interactive page at `/reports/chargeability`
- Derive chargeability from assignments + SAH (live query, no static file)
- Show FTE and predicted Chg% per chapter per month
@@ -291,18 +305,21 @@ All other plans must land first:
- SSE subscription for real-time updates
### Phase B: Target comparison + drill-down
- Add management level targets
- Show Target ACN column with variance highlighting
- Click-to-drill-down into individual resources per chapter
- Cell tooltips showing contributing assignments
### Phase C: Historical actuals + snapshots
- SAP actuals import mechanism
- Show tracked Chg% for past periods (green columns)
- Mixed actual/forecast column display
- Snapshot save/compare for change tracking
### Phase D: Export + client views
- Excel export matching stakeholder format (with formulas)
- PDF export (landscape, color-coded)
- Client-specific report views (e.g. BMW-only filter)
samples/Dispov2/plan-client-wbs-model.md
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@@ -11,18 +11,18 @@ Projects need to be linked to clients for chargeability reporting, budget tracki
- **WBS Master Client** — the parent organization (e.g. "BMW", "VOLKSWAGEN")
- **WBS Client Name** — the legal entity (e.g. "BMW AG", "Dr. Ing. h.c. F. Porsche AG")
Currently CapaKraken has no Client model. Projects exist independently without client attribution.
Currently Nexus has no Client model. Projects exist independently without client attribution.
## Data
35 WBS Master Clients with their legal sub-entities. Examples:
| WBS Master Client | WBS Client Names |
|---|---|
| BMW | BMW AG |
| VOLKSWAGEN | Audi Business Innovation GmbH, Dr. Ing. h.c. F. Porsche AG, MAN Truck & Bus SE, Volkswagen AG |
| DAIMLER | antoni garage GmbH & Co. KG, Mercedes-Benz AG |
| EXOR-STELLANTIS | AUTOMOBILES PEUGEOT, FCA Italy S.p.A., Ferrari S.p.A, MASERATI SPA A SOCIO UNICO |
| WBS Master Client | WBS Client Names |
| ----------------- | --------------------------------------------------------------------------------------------- |
| BMW | BMW AG |
| VOLKSWAGEN | Audi Business Innovation GmbH, Dr. Ing. h.c. F. Porsche AG, MAN Truck & Bus SE, Volkswagen AG |
| DAIMLER | antoni garage GmbH & Co. KG, Mercedes-Benz AG |
| EXOR-STELLANTIS | AUTOMOBILES PEUGEOT, FCA Italy S.p.A., Ferrari S.p.A, MASERATI SPA A SOCIO UNICO |
## Schema
@@ -48,6 +48,7 @@ model Client {
```
Design choice: self-referencing tree instead of separate `MasterClient` + `ClientEntity` tables. This supports:
- Two levels today (Master → Entity)
- Potential deeper nesting in the future
- Simple queries via `parentId IS NULL` for top-level clients
@@ -92,14 +93,14 @@ interface ClientTree extends Client {
Location: `packages/api/src/router/client.ts`
| Procedure | Access | Description |
|---|---|---|
| `list` | protected | Flat list, optionally filtered by parentId |
| `getTree` | protected | Nested tree for UI |
| `getById` | protected | Single client with parent/children |
| `create` | manager | Create client (top-level or child) |
| `update` | manager | Edit name, code, re-parent |
| `deactivate` | manager | Soft-delete |
| Procedure | Access | Description |
| ------------ | --------- | ------------------------------------------ |
| `list` | protected | Flat list, optionally filtered by parentId |
| `getTree` | protected | Nested tree for UI |
| `getById` | protected | Single client with parent/children |
| `create` | manager | Create client (top-level or child) |
| `update` | manager | Edit name, code, re-parent |
| `deactivate` | manager | Soft-delete |
Manager-level access (not just admin) since project managers typically need to manage client relationships.
samples/Dispov2/plan-country-sah-fte.md
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@@ -6,7 +6,7 @@
## Problem
CapaKraken currently uses a flat `hoursPerDay` on allocations. The chargeability reporting model requires:
Nexus currently uses a flat `hoursPerDay` on allocations. The chargeability reporting model requires:
- Country-specific daily working hours (8h Germany, 9h India, variable Spain)
- Public holidays per country AND metro city
@@ -33,23 +33,23 @@ SAH = effectiveHoursPerDay * (workingDaysInPeriod - absenceDays)
### Daily Working Hours by Country
| Country | Daily Hours | Special Rules |
|---|---|---|
| Costa Rica | 8h | - |
| Germany | 8h | - |
| Hungary | 8h | - |
| India | 9h | - |
| Italy | 8h | - |
| Portugal | 8h | - |
| Spain | variable | Fridays always 6.5h; Mon-Thu 6.5h during 1 Jul - 15 Sep, otherwise 9h |
| United Kingdom | 8h | - |
| Country | Daily Hours | Special Rules |
| -------------- | ----------- | --------------------------------------------------------------------- |
| Costa Rica | 8h | - |
| Germany | 8h | - |
| Hungary | 8h | - |
| India | 9h | - |
| Italy | 8h | - |
| Portugal | 8h | - |
| Spain | variable | Fridays always 6.5h; Mon-Thu 6.5h during 1 Jul - 15 Sep, otherwise 9h |
| United Kingdom | 8h | - |
### FTE Impact
- FTE is stored with at least 2 decimal places (e.g. 0.50, 0.80)
- FTE can change per month (contract changes, joiners/leavers)
- Part-time 50% in Germany: 8h * 0.50 = 4h effective daily hours
- Part-time 80% in India: 9h * 0.80 = 7.2h effective daily hours
- Part-time 50% in Germany: 8h \* 0.50 = 4h effective daily hours
- Part-time 80% in India: 9h \* 0.80 = 7.2h effective daily hours
## Schema Changes
@@ -114,8 +114,8 @@ interface SAHInput {
fte: number;
periodStart: Date;
periodEnd: Date;
publicHolidays: Date[]; // from country + metro city
absenceDays: Date[]; // vacation, illness, other
publicHolidays: Date[]; // from country + metro city
absenceDays: Date[]; // vacation, illness, other
}
interface SAHResult {
@@ -134,11 +134,11 @@ Spain schedule handling:
```typescript
interface SpainScheduleRule {
type: 'spain';
fridayHours: number; // 6.5
type: "spain";
fridayHours: number; // 6.5
summerPeriod: { from: string; to: string }; // "07-01" to "09-15"
summerHours: number; // 6.5
regularHours: number; // 9.0
summerHours: number; // 6.5
regularHours: number; // 9.0
}
function getSpainDailyHours(date: Date, rule: SpainScheduleRule): number;
samples/Dispov2/plan-org-unit-hierarchy.md
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@@ -16,34 +16,34 @@ Level 5: Content Production (department)
Every resource must be mapped to an Org Unit Level 7. Level 7 rolls up to Level 6, which rolls up to Level 5. The names of org units can change over time, so they must be editable.
CapaKraken already has a `Role` model, but roles represent skills/functions (e.g. "3D Artist"), not organizational placement. A person's org unit and their role are different dimensions.
Nexus already has a `Role` model, but roles represent skills/functions (e.g. "3D Artist"), not organizational placement. A person's org unit and their role are different dimensions.
## Current Data
### Level 5 → Level 6
| Level 5 | Level 6 |
|---|---|
| Content Production | CGI Content |
| Content Production | CGI Technology |
| Level 5 | Level 6 |
| ------------------ | --------------------------- |
| Content Production | CGI Content |
| Content Production | CGI Technology |
| Content Production | Creative Content Production |
| Content Production | VFX |
| Content Production | VFX |
### Level 6 → Level 7
| Level 6 | Level 7 |
|---|---|
| CGI Content | Art Direction |
| CGI Content | Capability Development |
| CGI Content | CGI Production |
| CGI Content | Product Data Management |
| CGI Content | Program/Delivery Mgmt |
| CGI Technology | CGI Development |
| CGI Technology | IT Development |
| Creative Content Production | *(direct, no sub-teams)* |
| VFX | 2D & Art Direction |
| VFX | 3D |
| VFX | Program/Delivery Mgmt & Other |
| Level 6 | Level 7 |
| --------------------------- | ----------------------------- |
| CGI Content | Art Direction |
| CGI Content | Capability Development |
| CGI Content | CGI Production |
| CGI Content | Product Data Management |
| CGI Content | Program/Delivery Mgmt |
| CGI Technology | CGI Development |
| CGI Technology | IT Development |
| Creative Content Production | _(direct, no sub-teams)_ |
| VFX | 2D & Art Direction |
| VFX | 3D |
| VFX | Program/Delivery Mgmt & Other |
## Schema
@@ -91,7 +91,7 @@ interface OrgUnit {
id: string;
name: string;
shortName?: string;
level: number; // 5, 6, or 7
level: number; // 5, 6, or 7
parentId?: string;
sortOrder: number;
isActive: boolean;
@@ -106,13 +106,13 @@ interface OrgUnitTree extends OrgUnit {
Location: `packages/api/src/router/org-unit.ts`
| Procedure | Access | Description |
|---|---|---|
| `list` | protected | Returns flat list, optionally filtered by level or parentId |
| `getTree` | protected | Returns nested tree structure for UI rendering |
| `create` | admin | Create org unit with parent reference |
| `update` | admin | Rename, re-parent, change sort order |
| `deactivate` | admin | Soft-delete (sets `isActive = false`) |
| Procedure | Access | Description |
| ------------ | --------- | ----------------------------------------------------------- |
| `list` | protected | Returns flat list, optionally filtered by level or parentId |
| `getTree` | protected | Returns nested tree structure for UI rendering |
| `create` | admin | Create org unit with parent reference |
| `update` | admin | Rename, re-parent, change sort order |
| `deactivate` | admin | Soft-delete (sets `isActive = false`) |
## UI
samples/Dispov2/plan-overview.md
+28 -21
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@@ -6,28 +6,31 @@
## Goal
Extend CapaKraken to support chargeability reporting with country-specific SAH (Standard Available Hours), FTE-based capacity, organizational hierarchy, utilization categories, client/WBS management, and a native chargeability report replacing the current Excel workflow.
Extend Nexus to support chargeability reporting with country-specific SAH (Standard Available Hours), FTE-based capacity, organizational hierarchy, utilization categories, client/WBS management, and a native chargeability report replacing the current Excel workflow.
## Plan Documents
| # | Plan | File | Core Deliverable |
|---|---|---|---|
| 1 | Country, SAH & FTE | [plan-country-sah-fte.md](plan-country-sah-fte.md) | Country/MetroCity models, SAH calculator, FTE-scaled daily hours |
| 2 | Org Unit Hierarchy | [plan-org-unit-hierarchy.md](plan-org-unit-hierarchy.md) | 3-level OrgUnit tree (L5→L6→L7), resource assignment, admin UI |
| 3 | Utilization Categories | [plan-utilization-categories.md](plan-utilization-categories.md) | UtilizationCategory model on projects (Chg, BD, MD&I, M&O, PD&R, Absence) |
| 4 | Client & WBS | [plan-client-wbs-model.md](plan-client-wbs-model.md) | Client tree (Master→Entity), project-client linking |
| 5 | Resource Extensions | [plan-resource-extensions.md](plan-resource-extensions.md) | EID attributes, ManagementLevel, ResourceType, Chg Responsibility, derivation rules |
| 6 | Chargeability Report | [plan-chargeability-report.md](plan-chargeability-report.md) | Native report replacing Excel, forecast from assignments + SAH, SAP import for actuals |
| # | Plan | File | Core Deliverable |
| --- | ---------------------- | ---------------------------------------------------------------- | -------------------------------------------------------------------------------------- |
| 1 | Country, SAH & FTE | [plan-country-sah-fte.md](plan-country-sah-fte.md) | Country/MetroCity models, SAH calculator, FTE-scaled daily hours |
| 2 | Org Unit Hierarchy | [plan-org-unit-hierarchy.md](plan-org-unit-hierarchy.md) | 3-level OrgUnit tree (L5→L6→L7), resource assignment, admin UI |
| 3 | Utilization Categories | [plan-utilization-categories.md](plan-utilization-categories.md) | UtilizationCategory model on projects (Chg, BD, MD&I, M&O, PD&R, Absence) |
| 4 | Client & WBS | [plan-client-wbs-model.md](plan-client-wbs-model.md) | Client tree (Master→Entity), project-client linking |
| 5 | Resource Extensions | [plan-resource-extensions.md](plan-resource-extensions.md) | EID attributes, ManagementLevel, ResourceType, Chg Responsibility, derivation rules |
| 6 | Chargeability Report | [plan-chargeability-report.md](plan-chargeability-report.md) | Native report replacing Excel, forecast from assignments + SAH, SAP import for actuals |
## Key Design Decisions
### SAH as capacity basis
Standard Available Hours = `(dailyHours * FTE) * (workingDays - publicHolidays - absence)`.
Country drives daily hours (8h most, 9h India, variable Spain). FTE reduces proportionally.
### Resource Type derivation (Option A)
Store only 5 base types in DB: Employee, Freelancer, Apprentice, Intern, Student.
Derive reporting types at query time:
- **Production Studios** = `chgResponsibility = true` AND country = Germany
- **Near&Offshore** = country NOT Germany AND type = Employee/Freelancer
- **Accenture** = `chgResponsibility = false`
@@ -36,10 +39,12 @@ Derive reporting types at query time:
Derivation rules are configurable in admin (which countries map to which reporting type).
### Utilization on projects, not allocations
Each project carries a utilization category (Chg, BD, MD&I, etc.). Hours assigned to a project inherit its category for reporting. Unassigned hours = SAH minus all categorized hours.
### Forecast chargeability = derived metric
`forecastChg = hours on Chg projects / SAH`. No manual chargeability entry — it comes from what CapaKraken already knows about assignments.
`forecastChg = hours on Chg projects / SAH`. No manual chargeability entry — it comes from what Nexus already knows about assignments.
## Dependency Order
@@ -56,20 +61,21 @@ Plan 6 (Chargeability Report) depends on all others.
## New Prisma Models Summary
| Model | Purpose |
|---|---|
| `Country` | Country with daily working hours and schedule rules |
| `MetroCity` | City within a country (for public holidays) |
| `OrgUnit` | Self-referencing 3-level org hierarchy |
| `UtilizationCategory` | Project classification for hour bucketing |
| `Client` | Self-referencing client hierarchy (Master → Entity) |
| `ManagementLevelGroup` | Career level grouping with target chargeability % |
| `ManagementLevel` | Specific level within a group |
| `ChargeabilitySnapshot` | Imported SAP actuals for historical reporting |
| Model | Purpose |
| ----------------------- | --------------------------------------------------- |
| `Country` | Country with daily working hours and schedule rules |
| `MetroCity` | City within a country (for public holidays) |
| `OrgUnit` | Self-referencing 3-level org hierarchy |
| `UtilizationCategory` | Project classification for hour bucketing |
| `Client` | Self-referencing client hierarchy (Master → Entity) |
| `ManagementLevelGroup` | Career level grouping with target chargeability % |
| `ManagementLevel` | Specific level within a group |
| `ChargeabilitySnapshot` | Imported SAP actuals for historical reporting |
## Resource Model Changes Summary
New fields on `Resource`:
- `enterpriseId` (String, unique)
- `countryId` → Country
- `metroCityId` → MetroCity
@@ -86,13 +92,14 @@ New fields on `Resource`:
## Project Model Changes Summary
New fields on `Project`:
- `utilizationCategoryId` → UtilizationCategory
- `clientId` → Client (WBS Client Name)
## Open Questions
1. **Resource Type derivation rules**: The country→reporting-type mapping should be admin-configurable. Exact admin UI TBD.
2. **Win Probability**: The Dispo file mentions it "should contain the value from MMS". Is this relevant for CapaKraken? If so, it's a field on Project.
2. **Win Probability**: The Dispo file mentions it "should contain the value from MMS". Is this relevant for Nexus? If so, it's a field on Project.
3. **LCR/UCR**: Cost rate definitions are not yet available. Placeholder fields are included.
4. **SAP import format**: What format do SAP period exports come in? CSV? API? Needs clarification for the import mechanism.
5. **FTE history**: Currently single `fte` field. Monthly FTE tracking may be needed if contract changes happen mid-month.
samples/Dispov2/plan-resource-extensions.md
+48 -48
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@@ -6,7 +6,7 @@
## Problem
The Dispo Categories file defines a rich set of EID (employee) attributes that CapaKraken's Resource model currently does not cover. These attributes are needed for chargeability reporting, resource filtering, and organizational grouping.
The Dispo Categories file defines a rich set of EID (employee) attributes that Nexus's Resource model currently does not cover. These attributes are needed for chargeability reporting, resource filtering, and organizational grouping.
## Current Resource Model (relevant fields)
@@ -21,40 +21,40 @@ Resource {
### Attributes that need DB storage
| Attribute | Type | Source | Notes |
|---|---|---|---|
| Enterprise ID | String | manual/import | ACN-style username (e.g. "a.kasperovich") |
| Country | FK → Country | manual | See plan-country-sah-fte.md |
| Metro City | FK → MetroCity | manual | See plan-country-sah-fte.md |
| Org Unit (L7) | FK → OrgUnit | manual | See plan-org-unit-hierarchy.md |
| Management Level Group | FK → ManagementLevel | manual | See below |
| Management Level | derived from group | - | Sub-level within group |
| FTE | Float | manual | Already exists, ensure 2+ decimal precision |
| Resource Type | Enum | manual | Apprentice, Employee, Freelancer, Intern, Student |
| Chg Responsibility | Boolean | manual | Default: true. Drives "Accenture" resource type derivation |
| Rolled Off | Boolean | manual | Status flag, default: false |
| Departed | Boolean | manual | Status flag, default: false |
| Client Unit | FK → Client? or String | manual | Primary client assignment for reporting |
| Attribute | Type | Source | Notes |
| ---------------------- | ---------------------- | ------------- | ---------------------------------------------------------- |
| Enterprise ID | String | manual/import | ACN-style username (e.g. "a.kasperovich") |
| Country | FK → Country | manual | See plan-country-sah-fte.md |
| Metro City | FK → MetroCity | manual | See plan-country-sah-fte.md |
| Org Unit (L7) | FK → OrgUnit | manual | See plan-org-unit-hierarchy.md |
| Management Level Group | FK → ManagementLevel | manual | See below |
| Management Level | derived from group | - | Sub-level within group |
| FTE | Float | manual | Already exists, ensure 2+ decimal precision |
| Resource Type | Enum | manual | Apprentice, Employee, Freelancer, Intern, Student |
| Chg Responsibility | Boolean | manual | Default: true. Drives "Accenture" resource type derivation |
| Rolled Off | Boolean | manual | Status flag, default: false |
| Departed | Boolean | manual | Status flag, default: false |
| Client Unit | FK → Client? or String | manual | Primary client assignment for reporting |
### Attributes that are derived (no DB input)
| Attribute | Derivation Rule |
|---|---|
| Long-term absence | Derived from vacation/absence system (extended leave) |
| Chapter | Derived from OrgUnit L7 → name |
| Department | Derived from OrgUnit L6 → name |
| MV Ressource Type (reporting) | Derived: see resource type derivation rules |
| Attribute | Derivation Rule |
| ----------------------------- | ----------------------------------------------------- |
| Long-term absence | Derived from vacation/absence system (extended leave) |
| Chapter | Derived from OrgUnit L7 → name |
| Department | Derived from OrgUnit L6 → name |
| MV Ressource Type (reporting) | Derived: see resource type derivation rules |
### Resource Type Derivation for Reporting
The chargeability report uses a "MV Ressource Type" that differs from the stored Resource Type:
| Reporting Type | Derivation Rule |
|---|---|
| Production Studios | `chgResponsibility = true` AND country is Germany |
| Near&Offshore | Country is NOT Germany AND resource type is Employee/Freelancer |
| Accenture | `chgResponsibility = false` (regardless of country) |
| Long-term absence | Has active long-term absence flag |
| Reporting Type | Derivation Rule |
| ------------------ | --------------------------------------------------------------- |
| Production Studios | `chgResponsibility = true` AND country is Germany |
| Near&Offshore | Country is NOT Germany AND resource type is Employee/Freelancer |
| Accenture | `chgResponsibility = false` (regardless of country) |
| Long-term absence | Has active long-term absence flag |
These are computed at query time, not stored. An admin UI can make the country→reporting-type mapping configurable.
@@ -91,14 +91,14 @@ model ManagementLevel {
### Seed Data
| Group | Target % | Levels |
|---|---|---|
| Accenture Leadership | 36.5% | *(levels 1-4, names TBD)* |
| Senior Manager | 54.6% | 5-Associate Director, 6-Senior Manager |
| Manager | 74.7% | 7-Manager |
| Consultant | 80.8% | 8-Associate Manager, 9-Team Lead/Consultant |
| Analyst | 80.5% | 10-Senior Analyst, 11-Analyst |
| Associate | 77.0% | 12-Associate, 13-New Associate |
| Group | Target % | Levels |
| -------------------- | -------- | ------------------------------------------- |
| Accenture Leadership | 36.5% | _(levels 1-4, names TBD)_ |
| Senior Manager | 54.6% | 5-Associate Director, 6-Senior Manager |
| Manager | 74.7% | 7-Manager |
| Consultant | 80.8% | 8-Associate Manager, 9-Team Lead/Consultant |
| Analyst | 80.5% | 10-Senior Analyst, 11-Analyst |
| Associate | 77.0% | 12-Associate, 13-New Associate |
## Schema Changes on Resource
@@ -140,19 +140,19 @@ enum ResourceType {
Add to `ResourceModal.tsx`:
| Field | UI Element | Notes |
|---|---|---|
| Enterprise ID | Text input | Optional, unique |
| Country | Dropdown | Required for SAH |
| Metro City | Dropdown (filtered by country) | Optional |
| Org Unit | Cascading L5→L6→L7 picker | Stores L7 |
| Management Level Group | Dropdown | Drives target % |
| Management Level | Dropdown (filtered by group) | Specific level |
| Resource Type | Dropdown (5 values) | Default: Employee |
| Chg Responsibility | Toggle | Default: on |
| Client Unit | Client picker | Primary client for reporting |
| Rolled Off | Toggle | Status |
| Departed | Toggle | Status |
| Field | UI Element | Notes |
| ---------------------- | ------------------------------ | ---------------------------- |
| Enterprise ID | Text input | Optional, unique |
| Country | Dropdown | Required for SAH |
| Metro City | Dropdown (filtered by country) | Optional |
| Org Unit | Cascading L5→L6→L7 picker | Stores L7 |
| Management Level Group | Dropdown | Drives target % |
| Management Level | Dropdown (filtered by group) | Specific level |
| Resource Type | Dropdown (5 values) | Default: Employee |
| Chg Responsibility | Toggle | Default: on |
| Client Unit | Client picker | Primary client for reporting |
| Rolled Off | Toggle | Status |
| Departed | Toggle | Status |
### Admin: Management Level Management (`/admin/management-levels`)
samples/Dispov2/plan-utilization-categories.md
+20 -17
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@@ -6,22 +6,23 @@
## Problem
The chargeability report categorizes all work into utilization buckets. Currently CapaKraken projects have no utilization classification. Every project needs a utilization category so that hours booked against it flow into the correct reporting bucket.
The chargeability report categorizes all work into utilization buckets. Currently Nexus projects have no utilization classification. Every project needs a utilization category so that hours booked against it flow into the correct reporting bucket.
## Utilization Categories
From the Dispo Categories file (adapted to ACN naming):
| Short | Name | Description |
|---|---|---|
| Chg | Chargeable | Billable client project work |
| BD | Business Development | Sales, proposals, presales activities |
| MD&I | Market Development and Initiative | R&D, innovation, market development |
| M&O | Management and Operations | Internal admin, management overhead |
| PD&R | Personal Development and Recruitment | Training, hiring, onboarding |
| Absence | Absence & Non Standard | Reduces Standard Available Hours: vacation, illness, non-standard leave |
| Short | Name | Description |
| ------- | ------------------------------------ | ----------------------------------------------------------------------- |
| Chg | Chargeable | Billable client project work |
| BD | Business Development | Sales, proposals, presales activities |
| MD&I | Market Development and Initiative | R&D, innovation, market development |
| M&O | Management and Operations | Internal admin, management overhead |
| PD&R | Personal Development and Recruitment | Training, hiring, onboarding |
| Absence | Absence & Non Standard | Reduces Standard Available Hours: vacation, illness, non-standard leave |
Notes from the Dispo file:
- "Absent" and "Not available" are merged into "Absence & Non Standard"
- "Unassigned" hours are calculated automatically (SAH minus all categorized hours)
- Categories follow ACN naming convention
@@ -58,6 +59,7 @@ model Project {
```
Why on Project (not on Allocation/Assignment):
- The Dispo model maps categories to projects, not to individual time entries
- A project is either "Chargeable" or "Business Development" — the category is a project-level attribute
- Hours assigned to a project inherit the project's utilization category for reporting
@@ -69,7 +71,7 @@ Why on Project (not on Allocation/Assignment):
interface UtilizationCategory {
id: string;
code: string; // "Chg", "BD", "MD&I", "M&O", "PD&R", "Absence"
code: string; // "Chg", "BD", "MD&I", "M&O", "PD&R", "Absence"
name: string;
description?: string;
sortOrder: number;
@@ -82,13 +84,13 @@ interface UtilizationCategory {
Location: `packages/api/src/router/utilization-category.ts`
| Procedure | Access | Description |
|---|---|---|
| `list` | protected | Returns all active categories (sorted) |
| `getById` | protected | Single category |
| `create` | admin | Create new category |
| `update` | admin | Edit code, name, description, sort order |
| `deactivate` | admin | Soft-delete |
| Procedure | Access | Description |
| ------------ | --------- | ---------------------------------------- |
| `list` | protected | Returns all active categories (sorted) |
| `getById` | protected | Single category |
| `create` | admin | Create new category |
| `update` | admin | Edit code, name, description, sort order |
| `deactivate` | admin | Soft-delete |
## UI
@@ -109,6 +111,7 @@ Location: `packages/api/src/router/utilization-category.ts`
### Chargeability Report
Hours are bucketed by looking up `project.utilizationCategory.code`:
- `Chg` hours → chargeability numerator
- `BD` hours → business development column
- `MD&I` hours → market development column