rename(phase 1): CapaKraken → Nexus across code, UI, docs, CI
CI / Unit Tests (pull_request) Successful in 5m46s
CI / Lint (pull_request) Failing after 3m49s
CI / E2E Tests (pull_request) Has been skipped
CI / Fresh-Linux Docker Deploy (pull_request) Has been skipped
CI / Assistant Split Regression (pull_request) Failing after 35s
CI / Architecture Guardrails (pull_request) Failing after 2m14s
CI / Typecheck (pull_request) Successful in 4m22s
CI / Build (pull_request) Has been skipped
CI / Release Images (pull_request) Has been skipped
CI / Unit Tests (pull_request) Successful in 5m46s
CI / Lint (pull_request) Failing after 3m49s
CI / E2E Tests (pull_request) Has been skipped
CI / Fresh-Linux Docker Deploy (pull_request) Has been skipped
CI / Assistant Split Regression (pull_request) Failing after 35s
CI / Architecture Guardrails (pull_request) Failing after 2m14s
CI / Typecheck (pull_request) Successful in 4m22s
CI / Build (pull_request) Has been skipped
CI / Release Images (pull_request) Has been skipped
- @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:
@@ -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)
|
||||
|
||||
Reference in New Issue
Block a user