Hartmut
fd400122a4
Added 30+ new nodes covering every engine calculation module: - SAH: publicHolidayDays, scheduleRules separation - Allocation: workingDays, utilizationPct intermediates - Chargeability: bd/mdi/mo/pdr/absence ratio breakdowns - Effort rules (new domain): scopeItems, totalFrames, expandedHours - Experience multipliers (new domain): costMultiplier, billMultiplier, shoringRatio - Commercial terms: pricingModel, paymentTermDays, warrantyMonths, milestones - Spread (new domain): monthCount, weekCount, monthlySpread, weeklyPhasing - Budget: allocCount, estVsActualGap - Project: projectStart/End, resourceSnapshots, chapters Co-Authored-By: claude-flow <ruv@ruv.net>
923 lines
47 KiB
TypeScript
923 lines
47 KiB
TypeScript
import {
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calculateSAH,
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calculateAllocation,
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deriveResourceForecast,
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computeBudgetStatus,
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getMonthRange,
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countWorkingDaysInOverlap,
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DEFAULT_CALCULATION_RULES,
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summarizeEstimateDemandLines,
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computeEvenSpread,
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distributeHoursToWeeks,
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type AssignmentSlice,
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} from "@planarchy/engine";
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import type { CalculationRule, AbsenceDay, SpainScheduleRule, WeekdayAvailability } from "@planarchy/shared";
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import { VacationStatus } from "@planarchy/db";
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import { z } from "zod";
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import { createTRPCRouter, controllerProcedure } from "../trpc.js";
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import { fmtEur } from "../lib/format-utils.js";
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// ─── Graph Types (mirrored from client for API response) ────────────────────
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type Domain =
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| "INPUT" | "SAH" | "ALLOCATION" | "RULES" | "CHARGEABILITY" | "BUDGET"
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| "ESTIMATE" | "COMMERCIAL" | "EXPERIENCE" | "EFFORT" | "SPREAD";
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export interface GraphNode {
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id: string;
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label: string;
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value: number | string;
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unit: string;
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domain: Domain;
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description: string;
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formula?: string;
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level: number;
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}
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export interface GraphLink {
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source: string;
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target: string;
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formula: string;
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weight: number;
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}
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// ─── Helpers ────────────────────────────────────────────────────────────────
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function n(
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id: string, label: string, value: number | string, unit: string,
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domain: Domain, description: string, level: number, formula?: string,
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): GraphNode {
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return { id, label, value, unit, domain, description, level, ...(formula ? { formula } : {}) };
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}
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function l(source: string, target: string, formula: string, weight = 1): GraphLink {
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return { source, target, formula, weight };
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}
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function fmtPct(ratio: number): string {
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return `${(ratio * 100).toFixed(1)}%`;
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}
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function fmtNum(v: number, decimals = 1): string {
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return v.toFixed(decimals);
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}
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// ─── Router ─────────────────────────────────────────────────────────────────
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export const computationGraphRouter = createTRPCRouter({
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/**
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* Resource View: SAH, Allocation, Rules, Chargeability, Budget
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* for a single resource in a single month.
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*/
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getResourceData: controllerProcedure
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.input(z.object({
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resourceId: z.string(),
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month: z.string().regex(/^\d{4}-\d{2}$/),
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}))
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.query(async ({ ctx, input }) => {
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const [year, month] = input.month.split("-").map(Number) as [number, number];
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const { start: monthStart, end: monthEnd } = getMonthRange(year, month);
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// ── 1. Load resource ──
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const resource = await ctx.db.resource.findUniqueOrThrow({
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where: { id: input.resourceId },
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select: {
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id: true,
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displayName: true,
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eid: true,
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fte: true,
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lcrCents: true,
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chargeabilityTarget: true,
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availability: true,
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country: { select: { id: true, code: true, dailyWorkingHours: true, scheduleRules: true } },
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managementLevelGroup: { select: { id: true, name: true, targetPercentage: true } },
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},
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});
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const dailyHours = resource.country?.dailyWorkingHours ?? 8;
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const scheduleRules = resource.country?.scheduleRules as SpainScheduleRule | null;
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const targetPct = resource.managementLevelGroup?.targetPercentage ?? (resource.chargeabilityTarget / 100);
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// Resource weekly availability (per-day hours)
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const avail = resource.availability as WeekdayAvailability | null;
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const weeklyAvailability: WeekdayAvailability = avail ?? {
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monday: dailyHours, tuesday: dailyHours, wednesday: dailyHours,
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thursday: dailyHours, friday: dailyHours, saturday: 0, sunday: 0,
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};
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// ── 2. Load assignments in month ──
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const assignments = await ctx.db.assignment.findMany({
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where: {
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resourceId: input.resourceId,
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startDate: { lte: monthEnd },
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endDate: { gte: monthStart },
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status: { in: ["CONFIRMED", "ACTIVE", "PROPOSED"] },
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},
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select: {
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id: true,
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hoursPerDay: true,
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startDate: true,
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endDate: true,
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dailyCostCents: true,
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status: true,
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project: {
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select: {
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id: true,
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name: true,
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shortCode: true,
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budgetCents: true,
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winProbability: true,
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utilizationCategory: { select: { code: true } },
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},
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},
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},
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});
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// ── 3. Load absences ──
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const vacations = await ctx.db.vacation.findMany({
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where: {
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resourceId: input.resourceId,
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status: VacationStatus.APPROVED,
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startDate: { lte: monthEnd },
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endDate: { gte: monthStart },
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},
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select: { startDate: true, endDate: true, type: true, isHalfDay: true },
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});
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// Build absence dates for SAH (ISO strings), separating public holidays
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const publicHolidayStrings: string[] = [];
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const absenceDateStrings: string[] = [];
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const absenceDays: AbsenceDay[] = [];
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let halfDayCount = 0;
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let vacationDayCount = 0;
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let sickDayCount = 0;
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let publicHolidayCount = 0;
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for (const v of vacations) {
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const vStart = new Date(Math.max(v.startDate.getTime(), monthStart.getTime()));
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const vEnd = new Date(Math.min(v.endDate.getTime(), monthEnd.getTime()));
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if (vStart > vEnd) continue;
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const cursor = new Date(vStart);
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cursor.setUTCHours(0, 0, 0, 0);
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const endNorm = new Date(vEnd);
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endNorm.setUTCHours(0, 0, 0, 0);
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const triggerType = v.type === "SICK" ? "SICK" as const
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: v.type === "PUBLIC_HOLIDAY" ? "PUBLIC_HOLIDAY" as const
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: "VACATION" as const;
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while (cursor <= endNorm) {
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const isoDate = cursor.toISOString().slice(0, 10);
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if (triggerType === "PUBLIC_HOLIDAY") {
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publicHolidayStrings.push(isoDate);
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publicHolidayCount++;
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} else {
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absenceDateStrings.push(isoDate);
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if (triggerType === "VACATION") vacationDayCount++;
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if (triggerType === "SICK") sickDayCount++;
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}
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absenceDays.push({
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date: new Date(cursor),
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type: triggerType,
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...(v.isHalfDay ? { isHalfDay: true } : {}),
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});
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if (v.isHalfDay) halfDayCount++;
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cursor.setUTCDate(cursor.getUTCDate() + 1);
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}
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}
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// ── 4. Load calculation rules ──
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let calcRules: CalculationRule[] = DEFAULT_CALCULATION_RULES;
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try {
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const dbRules = await ctx.db.calculationRule.findMany({
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where: { isActive: true },
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orderBy: [{ priority: "desc" }],
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});
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if (dbRules.length > 0) {
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calcRules = dbRules as unknown as CalculationRule[];
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}
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} catch {
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// table may not exist yet
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}
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// ── 5. Calculate SAH ──
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const sahResult = calculateSAH({
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dailyWorkingHours: dailyHours,
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scheduleRules,
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fte: resource.fte,
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periodStart: monthStart,
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periodEnd: monthEnd,
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publicHolidays: publicHolidayStrings,
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absenceDays: absenceDateStrings,
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});
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// ── 6. Calculate allocations + chargeability slices ──
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const slices: AssignmentSlice[] = [];
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let totalAllocHours = 0;
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let totalAllocCostCents = 0;
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let totalChargeableHours = 0;
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let totalProjectCostCents = 0;
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let hasRulesEffect = false;
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for (const a of assignments) {
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const workingDays = countWorkingDaysInOverlap(monthStart, monthEnd, a.startDate, a.endDate);
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if (workingDays <= 0) continue;
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const overlapStart = new Date(Math.max(monthStart.getTime(), a.startDate.getTime()));
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const overlapEnd = new Date(Math.min(monthEnd.getTime(), a.endDate.getTime()));
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const categoryCode = a.project.utilizationCategory?.code ?? "Chg";
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const calcResult = calculateAllocation({
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lcrCents: resource.lcrCents,
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hoursPerDay: a.hoursPerDay,
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startDate: overlapStart,
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endDate: overlapEnd,
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availability: weeklyAvailability,
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absenceDays,
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calculationRules: calcRules,
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});
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totalAllocHours += calcResult.totalHours;
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totalAllocCostCents += calcResult.totalCostCents;
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if (calcResult.totalChargeableHours !== undefined) {
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totalChargeableHours += calcResult.totalChargeableHours;
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totalProjectCostCents += calcResult.totalProjectCostCents ?? calcResult.totalCostCents;
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hasRulesEffect = true;
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} else {
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totalChargeableHours += calcResult.totalHours;
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totalProjectCostCents += calcResult.totalCostCents;
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}
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slices.push({
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hoursPerDay: a.hoursPerDay,
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workingDays,
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categoryCode,
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...(calcResult.totalChargeableHours !== undefined
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? { totalChargeableHours: calcResult.totalChargeableHours }
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: {}),
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});
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}
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// ── 7. Calculate chargeability forecast ──
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const forecast = deriveResourceForecast({
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fte: resource.fte,
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targetPercentage: targetPct,
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assignments: slices,
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sah: sahResult.standardAvailableHours,
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});
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// ── 8. Build budget status for first project with budget ──
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const budgetProject = assignments.find((a) => a.project.budgetCents != null && a.project.budgetCents > 0)?.project;
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let budgetNodes: GraphNode[] = [];
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let budgetLinks: GraphLink[] = [];
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if (budgetProject && budgetProject.budgetCents != null) {
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// Load all allocations for this project to compute budget
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const projectAllocs = await ctx.db.assignment.findMany({
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where: { projectId: budgetProject.id },
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select: { status: true, dailyCostCents: true, startDate: true, endDate: true, hoursPerDay: true },
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});
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const budgetStatus = computeBudgetStatus(
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budgetProject.budgetCents,
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budgetProject.winProbability,
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projectAllocs.map((pa) => ({
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status: pa.status as unknown as string,
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dailyCostCents: pa.dailyCostCents,
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startDate: pa.startDate,
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endDate: pa.endDate,
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hoursPerDay: pa.hoursPerDay,
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})) as Parameters<typeof computeBudgetStatus>[2],
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monthStart,
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monthEnd,
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);
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budgetNodes = [
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n("input.budgetCents", "Project Budget", fmtEur(budgetProject.budgetCents), "EUR", "INPUT", `Budget for ${budgetProject.name}`, 0),
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n("input.winProbability", "Win Probability", `${budgetProject.winProbability}%`, "%", "INPUT", "Project win probability", 0),
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n("budget.confirmedCents", "Confirmed", fmtEur(budgetStatus.confirmedCents), "EUR", "BUDGET", "Sum of CONFIRMED/ACTIVE allocation costs", 2, "Σ(confirmed allocs)"),
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n("budget.proposedCents", "Proposed", fmtEur(budgetStatus.proposedCents), "EUR", "BUDGET", "Sum of PROPOSED allocation costs", 2, "Σ(proposed allocs)"),
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n("budget.allocatedCents", "Allocated", fmtEur(budgetStatus.allocatedCents), "EUR", "BUDGET", "Total allocated budget", 2, "confirmed + proposed"),
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n("budget.remainingCents", "Remaining", fmtEur(budgetStatus.remainingCents), "EUR", "BUDGET", "Remaining budget", 3, "budget - allocated"),
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n("budget.utilizationPct", "Utilization", `${budgetStatus.utilizationPercent.toFixed(1)}%`, "%", "BUDGET", "Budget utilization percentage", 3, "allocated / budget × 100"),
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n("budget.weightedCents", "Win-Weighted", fmtEur(budgetStatus.winProbabilityWeightedCents), "EUR", "BUDGET", "Win-probability-weighted cost", 3, "allocated × winProb / 100"),
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];
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budgetLinks = [
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l("alloc.totalCostCents", "budget.confirmedCents", "per assignment", 1),
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l("budget.confirmedCents", "budget.allocatedCents", "+", 2),
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l("budget.proposedCents", "budget.allocatedCents", "+", 2),
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l("input.budgetCents", "budget.remainingCents", "−", 2),
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l("budget.allocatedCents", "budget.remainingCents", "−", 2),
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l("budget.allocatedCents", "budget.utilizationPct", "÷ budget × 100", 2),
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l("input.budgetCents", "budget.utilizationPct", "÷", 1),
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l("budget.allocatedCents", "budget.weightedCents", "× winProb / 100", 1),
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l("input.winProbability", "budget.weightedCents", "×", 1),
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];
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}
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// ── 9. Build graph nodes + links ──
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const dailyCostCents = assignments.length > 0
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? Math.round(assignments[0]!.hoursPerDay * resource.lcrCents)
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: 0;
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const avgHoursPerDay = assignments.length > 0
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? assignments.reduce((sum, a) => sum + a.hoursPerDay, 0) / assignments.length
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: 0;
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const totalWorkingDaysInMonth = assignments.reduce((sum, a) => {
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return sum + countWorkingDaysInOverlap(monthStart, monthEnd, a.startDate, a.endDate);
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}, 0);
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// Format weekly availability for display
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const weekdayLabels = ["Mo", "Tu", "We", "Th", "Fr"];
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const weekdayValues = [weeklyAvailability.monday, weeklyAvailability.tuesday, weeklyAvailability.wednesday, weeklyAvailability.thursday, weeklyAvailability.friday];
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const weeklyTotalHours = weekdayValues.reduce((s, v) => s + v, 0);
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const allSame = weekdayValues.every((v) => v === weekdayValues[0]);
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const availabilityLabel = allSame
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? `${weekdayValues[0]}h/day`
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: weekdayLabels.map((d, i) => `${d}:${weekdayValues[i]}`).join(" ");
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// Derived utilization ratio
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const utilizationPct = sahResult.standardAvailableHours > 0
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? (totalAllocHours / sahResult.standardAvailableHours) * 100
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: 0;
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// Has schedule rules (Spain variable hours)?
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const hasScheduleRules = !!scheduleRules;
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const nodes: GraphNode[] = [
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// INPUT
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n("input.fte", "FTE", fmtNum(resource.fte, 2), "ratio", "INPUT", `Resource FTE factor`, 0),
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n("input.dailyHours", "Country Hours", `${dailyHours} h`, "hours", "INPUT", `Base daily working hours (${resource.country?.code ?? "?"})`, 0),
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...(hasScheduleRules ? [
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n("input.scheduleRules", "Schedule Rules", "Spain", "—", "INPUT", "Variable daily hours (regular/friday/summer)", 0),
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] : []),
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n("input.weeklyAvail", "Weekly Avail.", `${weeklyTotalHours}h`, "h/week", "INPUT", `Resource availability: ${availabilityLabel}`, 0),
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n("input.lcrCents", "LCR", fmtEur(resource.lcrCents), "cents/h", "INPUT", "Loaded Cost Rate per hour", 0),
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n("input.hoursPerDay", "Hours/Day", fmtNum(avgHoursPerDay), "hours", "INPUT", "Average hours/day across assignments", 0),
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n("input.absences", "Absences", `${absenceDays.length}`, "count", "INPUT", `Absence days in ${input.month} (${vacationDayCount} vacation, ${sickDayCount} sick${halfDayCount > 0 ? `, ${halfDayCount} half-day` : ""})`, 0),
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n("input.publicHolidays", "Public Holidays", `${publicHolidayCount}`, "count", "INPUT", `Public holidays in ${input.month}`, 0),
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n("input.calcRules", "Active Rules", `${calcRules.length}`, "count", "INPUT", "Active calculation rules", 0),
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n("input.targetPct", "Target", fmtPct(targetPct), "%", "INPUT", `Chargeability target (${resource.managementLevelGroup?.name ?? "legacy"})`, 0),
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n("input.assignmentCount", "Assignments", `${assignments.length}`, "count", "INPUT", `Active assignments in ${input.month}`, 0),
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// SAH
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n("sah.calendarDays", "Calendar Days", `${sahResult.calendarDays}`, "days", "SAH", "Total calendar days in period", 1),
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n("sah.weekendDays", "Weekend Days", `${sahResult.weekendDays}`, "days", "SAH", "Saturday + Sunday count", 1),
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n("sah.grossWorkingDays", "Gross Work Days", `${sahResult.grossWorkingDays}`, "days", "SAH", "Calendar days minus weekends", 1, "calendarDays - weekendDays"),
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n("sah.publicHolidayDays", "Holiday Ded.", `${sahResult.publicHolidayDays}`, "days", "SAH", "Public holidays falling on working days", 1),
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n("sah.absenceDays", "Absence Ded.", `${sahResult.absenceDays}`, "days", "SAH", "Absences (vacation/sick) falling on working days", 1),
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n("sah.netWorkingDays", "Net Work Days", `${sahResult.netWorkingDays}`, "days", "SAH", "Working days after deductions", 2, "gross - holidays - absences"),
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n("sah.effectiveHoursPerDay", "Eff. Hrs/Day", fmtNum(sahResult.effectiveHoursPerDay), "hours", "SAH", "Average effective hours per net working day (FTE-scaled)", 2, "Σ(dailyHours × FTE) / netDays"),
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n("sah.sah", "SAH", fmtNum(sahResult.standardAvailableHours), "hours", "SAH", "Standard Available Hours — chargeability denominator", 2, "Σ(dailyHours × FTE) per net day"),
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|
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// ALLOCATION
|
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n("alloc.workingDays", "Work Days", `${totalWorkingDaysInMonth}`, "days", "ALLOCATION", "Working days covered by assignments in period", 1, "Σ(overlap workdays)"),
|
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n("alloc.totalHours", "Total Hours", fmtNum(totalAllocHours), "hours", "ALLOCATION", "Sum of effective hours across assignments", 2, "Σ(min(h/day, avail) × workdays)"),
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n("alloc.dailyCostCents", "Daily Cost", fmtEur(dailyCostCents), "EUR", "ALLOCATION", "Cost per working day", 1, "hoursPerDay × LCR"),
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n("alloc.totalCostCents", "Total Cost", fmtEur(totalAllocCostCents), "EUR", "ALLOCATION", "Sum of daily costs", 2, "Σ(dailyCost × workdays)"),
|
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n("alloc.utilizationPct", "Utilization", `${utilizationPct.toFixed(1)}%`, "%", "ALLOCATION", "Allocation utilization: allocated hours / SAH", 3, "totalHours / SAH × 100"),
|
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...(hasRulesEffect ? [
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n("alloc.chargeableHours", "Chargeable Hrs", fmtNum(totalChargeableHours), "hours", "ALLOCATION", "Rules-adjusted chargeable hours", 2, "rules-adjusted"),
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n("alloc.projectCostCents", "Project Cost", fmtEur(totalProjectCostCents), "EUR", "ALLOCATION", "Rules-adjusted project cost", 2, "rules-adjusted"),
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] : []),
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// RULES (only if absences exist)
|
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...(absenceDays.length > 0 ? [
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n("rules.activeRules", "Matched Rules", `${calcRules.length} rules`, "—", "RULES", "Rules evaluated for absence days", 1),
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n("rules.costEffect", "Cost Effect", hasRulesEffect ? "ZERO" : "—", "—", "RULES", "How absent days affect project cost", 1, "CHARGE / ZERO / REDUCE"),
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n("rules.chgEffect", "Chg Effect", hasRulesEffect ? "COUNT" : "—", "—", "RULES", "How absent days affect chargeability", 1, "COUNT / SKIP"),
|
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...(hasRulesEffect ? [
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n("rules.costReduction", "Cost Reduction", "per rule", "—", "RULES", "Cost reduction percentage applied to absent hours", 2, "normalCost × (100 - reductionPct) / 100"),
|
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] : []),
|
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] : []),
|
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|
||
// CHARGEABILITY — full breakdown from deriveResourceForecast
|
||
n("chg.chgHours", "Chg Hours", fmtNum(forecast.chg * sahResult.standardAvailableHours), "hours", "CHARGEABILITY", "Total chargeable hours", 2, "Σ(Chg-category slices)"),
|
||
n("chg.chg", "Chargeability", fmtPct(forecast.chg), "%", "CHARGEABILITY", "Chargeability ratio", 3, "chgHours / SAH"),
|
||
...(forecast.bd > 0 ? [
|
||
n("chg.bd", "BD Ratio", fmtPct(forecast.bd), "%", "CHARGEABILITY", `Business development: ${fmtNum(forecast.bd * sahResult.standardAvailableHours)}h`, 3, "bdHours / SAH"),
|
||
] : []),
|
||
...(forecast.mdi > 0 ? [
|
||
n("chg.mdi", "MD&I Ratio", fmtPct(forecast.mdi), "%", "CHARGEABILITY", `MD&I hours: ${fmtNum(forecast.mdi * sahResult.standardAvailableHours)}h`, 3, "mdiHours / SAH"),
|
||
] : []),
|
||
...(forecast.mo > 0 ? [
|
||
n("chg.mo", "M&O Ratio", fmtPct(forecast.mo), "%", "CHARGEABILITY", `M&O hours: ${fmtNum(forecast.mo * sahResult.standardAvailableHours)}h`, 3, "moHours / SAH"),
|
||
] : []),
|
||
...(forecast.pdr > 0 ? [
|
||
n("chg.pdr", "PD&R Ratio", fmtPct(forecast.pdr), "%", "CHARGEABILITY", `PD&R hours: ${fmtNum(forecast.pdr * sahResult.standardAvailableHours)}h`, 3, "pdrHours / SAH"),
|
||
] : []),
|
||
...(forecast.absence > 0 ? [
|
||
n("chg.absence", "Absence Ratio", fmtPct(forecast.absence), "%", "CHARGEABILITY", `Absence hours: ${fmtNum(forecast.absence * sahResult.standardAvailableHours)}h`, 3, "absenceHours / SAH"),
|
||
] : []),
|
||
n("chg.unassigned", "Unassigned", fmtPct(forecast.unassigned), "%", "CHARGEABILITY", `${fmtNum(forecast.unassigned * sahResult.standardAvailableHours)}h of ${fmtNum(sahResult.standardAvailableHours)}h SAH not assigned`, 3, "max(0, SAH - assigned) / SAH"),
|
||
n("chg.target", "Target", fmtPct(targetPct), "%", "CHARGEABILITY", "Chargeability target from management level", 3),
|
||
n("chg.gap", "Gap to Target", `${forecast.chg - targetPct >= 0 ? "+" : ""}${((forecast.chg - targetPct) * 100).toFixed(1)} pp`, "pp", "CHARGEABILITY", `Chargeability (${fmtPct(forecast.chg)}) vs. target (${fmtPct(targetPct)})`, 3, "chargeability − target"),
|
||
|
||
// Budget nodes (conditionally added above)
|
||
...budgetNodes,
|
||
];
|
||
|
||
const links: GraphLink[] = [
|
||
// INPUT → SAH
|
||
l("input.dailyHours", "sah.grossWorkingDays", "base hours", 1),
|
||
...(hasScheduleRules ? [
|
||
l("input.scheduleRules", "sah.effectiveHoursPerDay", "variable h/day", 1),
|
||
] : []),
|
||
l("sah.calendarDays", "sah.grossWorkingDays", "− weekends", 2),
|
||
l("sah.weekendDays", "sah.grossWorkingDays", "−", 1),
|
||
l("input.publicHolidays", "sah.publicHolidayDays", "∩ workdays", 1),
|
||
l("input.absences", "sah.absenceDays", "∩ workdays", 1),
|
||
l("sah.grossWorkingDays", "sah.netWorkingDays", "−", 2),
|
||
l("sah.publicHolidayDays", "sah.netWorkingDays", "−", 1),
|
||
l("sah.absenceDays", "sah.netWorkingDays", "−", 1),
|
||
l("input.dailyHours", "sah.effectiveHoursPerDay", "×", 1),
|
||
l("input.fte", "sah.effectiveHoursPerDay", "× FTE", 2),
|
||
l("sah.netWorkingDays", "sah.effectiveHoursPerDay", "÷", 1),
|
||
l("sah.effectiveHoursPerDay", "sah.sah", "× netDays", 2),
|
||
l("sah.netWorkingDays", "sah.sah", "×", 2),
|
||
|
||
// INPUT → ALLOCATION
|
||
l("input.weeklyAvail", "alloc.totalHours", "caps h/day", 2),
|
||
l("input.hoursPerDay", "alloc.dailyCostCents", "×", 1),
|
||
l("input.lcrCents", "alloc.dailyCostCents", "× LCR", 2),
|
||
l("input.hoursPerDay", "alloc.workingDays", "per assignment", 1),
|
||
l("input.assignmentCount", "alloc.workingDays", "× overlap", 1),
|
||
l("alloc.workingDays", "alloc.totalHours", "× h/day", 2),
|
||
l("input.hoursPerDay", "alloc.totalHours", "× workdays", 1),
|
||
l("alloc.dailyCostCents", "alloc.totalCostCents", "× workdays", 2),
|
||
l("alloc.workingDays", "alloc.totalCostCents", "×", 1),
|
||
l("alloc.totalHours", "alloc.utilizationPct", "÷ SAH × 100", 2),
|
||
l("sah.sah", "alloc.utilizationPct", "÷", 1),
|
||
|
||
// RULES → ALLOCATION (if absences)
|
||
...(absenceDays.length > 0 ? [
|
||
l("input.calcRules", "rules.activeRules", "filter active", 1),
|
||
l("input.absences", "rules.activeRules", "match trigger", 1),
|
||
l("rules.activeRules", "rules.costEffect", "→ effect", 1),
|
||
l("rules.activeRules", "rules.chgEffect", "→ effect", 1),
|
||
] : []),
|
||
|
||
...(hasRulesEffect ? [
|
||
l("rules.costEffect", "alloc.projectCostCents", "apply", 2),
|
||
l("alloc.totalCostCents", "alloc.projectCostCents", "adjust", 1),
|
||
l("rules.chgEffect", "alloc.chargeableHours", "apply", 2),
|
||
l("alloc.totalHours", "alloc.chargeableHours", "adjust", 1),
|
||
...(absenceDays.length > 0 ? [
|
||
l("rules.costEffect", "rules.costReduction", "reduce %", 1),
|
||
] : []),
|
||
] : []),
|
||
|
||
// ALLOCATION + SAH → CHARGEABILITY
|
||
l(hasRulesEffect ? "alloc.chargeableHours" : "alloc.totalHours", "chg.chgHours", "Σ Chg", 2),
|
||
l("chg.chgHours", "chg.chg", "÷ SAH", 2),
|
||
l("sah.sah", "chg.chg", "÷", 2),
|
||
...(forecast.bd > 0 ? [l("sah.sah", "chg.bd", "÷", 1)] : []),
|
||
...(forecast.mdi > 0 ? [l("sah.sah", "chg.mdi", "÷", 1)] : []),
|
||
...(forecast.mo > 0 ? [l("sah.sah", "chg.mo", "÷", 1)] : []),
|
||
...(forecast.pdr > 0 ? [l("sah.sah", "chg.pdr", "÷", 1)] : []),
|
||
...(forecast.absence > 0 ? [l("sah.sah", "chg.absence", "÷", 1)] : []),
|
||
l("sah.sah", "chg.unassigned", "− assigned ÷ SAH", 1),
|
||
l("chg.chgHours", "chg.unassigned", "SAH − Σ", 1),
|
||
l("input.targetPct", "chg.target", "=", 1),
|
||
l("chg.chg", "chg.gap", "−", 2),
|
||
l("chg.target", "chg.gap", "−", 1),
|
||
|
||
// Budget links (conditionally added above)
|
||
...budgetLinks,
|
||
];
|
||
|
||
return {
|
||
nodes,
|
||
links,
|
||
meta: {
|
||
resourceName: resource.displayName,
|
||
resourceEid: resource.eid,
|
||
month: input.month,
|
||
assignmentCount: assignments.length,
|
||
},
|
||
};
|
||
}),
|
||
|
||
/**
|
||
* Project View: Estimate, Commercial, Experience, Effort, Spread, Budget
|
||
*/
|
||
getProjectData: controllerProcedure
|
||
.input(z.object({
|
||
projectId: z.string(),
|
||
}))
|
||
.query(async ({ ctx, input }) => {
|
||
const project = await ctx.db.project.findUniqueOrThrow({
|
||
where: { id: input.projectId },
|
||
select: {
|
||
id: true,
|
||
name: true,
|
||
shortCode: true,
|
||
budgetCents: true,
|
||
winProbability: true,
|
||
startDate: true,
|
||
endDate: true,
|
||
},
|
||
});
|
||
|
||
// Load latest estimate version with demand lines + scope items
|
||
const estimate = await ctx.db.estimate.findFirst({
|
||
where: { projectId: input.projectId },
|
||
select: {
|
||
id: true,
|
||
versions: {
|
||
orderBy: { versionNumber: "desc" },
|
||
take: 1,
|
||
select: {
|
||
id: true,
|
||
commercialTerms: true,
|
||
demandLines: {
|
||
select: {
|
||
id: true,
|
||
hours: true,
|
||
costRateCents: true,
|
||
billRateCents: true,
|
||
costTotalCents: true,
|
||
priceTotalCents: true,
|
||
chapter: true,
|
||
monthlySpread: true,
|
||
scopeItemId: true,
|
||
resourceId: true,
|
||
},
|
||
},
|
||
scopeItems: {
|
||
select: {
|
||
id: true,
|
||
name: true,
|
||
scopeType: true,
|
||
frameCount: true,
|
||
itemCount: true,
|
||
unitMode: true,
|
||
},
|
||
},
|
||
resourceSnapshots: {
|
||
select: {
|
||
id: true,
|
||
resourceId: true,
|
||
displayName: true,
|
||
chapter: true,
|
||
lcrCents: true,
|
||
ucrCents: true,
|
||
location: true,
|
||
level: true,
|
||
},
|
||
},
|
||
},
|
||
},
|
||
},
|
||
orderBy: { updatedAt: "desc" },
|
||
});
|
||
const latestVersion = estimate?.versions[0];
|
||
|
||
// Load effort rule sets and experience multiplier sets for this project
|
||
let effortRuleCount = 0;
|
||
let experienceRuleCount = 0;
|
||
try {
|
||
effortRuleCount = await ctx.db.effortRule.count();
|
||
experienceRuleCount = await ctx.db.experienceMultiplierRule.count();
|
||
} catch {
|
||
// tables may not exist yet
|
||
}
|
||
|
||
const nodes: GraphNode[] = [];
|
||
const links: GraphLink[] = [];
|
||
|
||
// Budget + project inputs
|
||
const hasBudget = project.budgetCents > 0;
|
||
const hasDateRange = !!(project.startDate && project.endDate);
|
||
nodes.push(
|
||
n("input.budgetCents", "Project Budget", hasBudget ? fmtEur(project.budgetCents) : "Not set", hasBudget ? "EUR" : "—", "INPUT", hasBudget ? `Budget for ${project.name}` : `No budget defined for ${project.name}`, 0),
|
||
n("input.winProbability", "Win Probability", `${project.winProbability}%`, "%", "INPUT", "Project win probability", 0),
|
||
...(hasDateRange ? [
|
||
n("input.projectStart", "Project Start", project.startDate!.toISOString().slice(0, 10), "date", "INPUT", "Project start date", 0),
|
||
n("input.projectEnd", "Project End", project.endDate!.toISOString().slice(0, 10), "date", "INPUT", "Project end date", 0),
|
||
] : []),
|
||
);
|
||
|
||
if (latestVersion && latestVersion.demandLines.length > 0) {
|
||
const lines = latestVersion.demandLines;
|
||
const summary = summarizeEstimateDemandLines(lines);
|
||
const { totalHours, totalCostCents, totalPriceCents, marginCents, marginPercent: marginPct } = summary;
|
||
|
||
// Average rates
|
||
const avgCostRate = totalHours > 0 ? Math.round(totalCostCents / totalHours) : 0;
|
||
const avgBillRate = totalHours > 0 ? Math.round(totalPriceCents / totalHours) : 0;
|
||
|
||
// Chapters
|
||
const chapterMap = new Map<string, number>();
|
||
for (const dl of lines) {
|
||
const ch = dl.chapter ?? "(none)";
|
||
chapterMap.set(ch, (chapterMap.get(ch) ?? 0) + dl.hours);
|
||
}
|
||
const chapterCount = chapterMap.size;
|
||
|
||
// Resource snapshots
|
||
const snapshotCount = latestVersion.resourceSnapshots?.length ?? 0;
|
||
|
||
nodes.push(
|
||
n("input.estLines", "Demand Lines", `${lines.length}`, "count", "INPUT", "Estimate demand line count", 0),
|
||
n("input.avgCostRate", "Avg Cost Rate", fmtEur(avgCostRate), "cents/h", "INPUT", "Average cost rate across demand lines", 0),
|
||
n("input.avgBillRate", "Avg Bill Rate", fmtEur(avgBillRate), "cents/h", "INPUT", "Average bill rate across demand lines", 0),
|
||
...(snapshotCount > 0 ? [
|
||
n("input.resourceSnapshots", "Res. Snapshots", `${snapshotCount}`, "count", "INPUT", "Resource rate snapshots frozen in estimate version", 0),
|
||
] : []),
|
||
n("est.totalHours", "Est. Hours", fmtNum(totalHours), "hours", "ESTIMATE", "Total estimated hours", 2, "Σ(line.hours)"),
|
||
n("est.totalCostCents", "Est. Cost", fmtEur(totalCostCents), "EUR", "ESTIMATE", "Total estimated cost", 2, "Σ(hours × costRate)"),
|
||
n("est.totalPriceCents", "Est. Price", fmtEur(totalPriceCents), "EUR", "ESTIMATE", "Total estimated price", 2, "Σ(hours × billRate)"),
|
||
n("est.marginCents", "Margin", fmtEur(marginCents), "EUR", "ESTIMATE", "Price minus cost", 3, "price - cost"),
|
||
n("est.marginPercent", "Margin %", `${marginPct.toFixed(1)}%`, "%", "ESTIMATE", "Margin as percentage of price", 3, "margin / price × 100"),
|
||
...(chapterCount > 1 ? [
|
||
n("est.chapters", "Chapters", `${chapterCount}`, "count", "ESTIMATE", `Demand lines grouped by ${chapterCount} chapters`, 1),
|
||
] : []),
|
||
);
|
||
|
||
links.push(
|
||
l("input.estLines", "est.totalHours", "Σ hours", 1),
|
||
l("input.avgCostRate", "est.totalCostCents", "× hours", 2),
|
||
l("est.totalHours", "est.totalCostCents", "× costRate", 2),
|
||
l("input.avgBillRate", "est.totalPriceCents", "× hours", 2),
|
||
l("est.totalHours", "est.totalPriceCents", "× billRate", 2),
|
||
l("est.totalPriceCents", "est.marginCents", "−", 2),
|
||
l("est.totalCostCents", "est.marginCents", "−", 2),
|
||
l("est.marginCents", "est.marginPercent", "÷ price × 100", 2),
|
||
l("est.totalPriceCents", "est.marginPercent", "÷", 1),
|
||
...(snapshotCount > 0 ? [
|
||
l("input.resourceSnapshots", "input.avgCostRate", "LCR snapshot", 1),
|
||
l("input.resourceSnapshots", "input.avgBillRate", "UCR snapshot", 1),
|
||
] : []),
|
||
...(chapterCount > 1 ? [
|
||
l("input.estLines", "est.chapters", "group by", 1),
|
||
l("est.chapters", "est.totalHours", "Σ per chapter", 1),
|
||
] : []),
|
||
);
|
||
|
||
// ── EFFORT domain: scope items → demand line expansion ──
|
||
const scopeItems = latestVersion.scopeItems ?? [];
|
||
if (scopeItems.length > 0) {
|
||
const totalFrameCount = scopeItems.reduce((s, si) => s + (si.frameCount ?? 0), 0);
|
||
const totalItemCount = scopeItems.reduce((s, si) => s + (si.itemCount ?? 0), 0);
|
||
const scopeTypes = new Set(scopeItems.map((si) => si.scopeType));
|
||
|
||
nodes.push(
|
||
n("effort.scopeItems", "Scope Items", `${scopeItems.length}`, "count", "EFFORT", `${scopeItems.length} scope items across ${scopeTypes.size} type(s)`, 0),
|
||
...(totalFrameCount > 0 ? [
|
||
n("effort.totalFrames", "Total Frames", `${totalFrameCount}`, "frames", "EFFORT", "Sum of frame counts across scope items", 1),
|
||
] : []),
|
||
...(totalItemCount > 0 ? [
|
||
n("effort.totalItems", "Total Items", fmtNum(totalItemCount), "items", "EFFORT", "Sum of item counts across scope items", 1),
|
||
] : []),
|
||
n("effort.effortRules", "Effort Rules", `${effortRuleCount}`, "count", "EFFORT", "Configured effort expansion rules (scopeType → discipline)", 0),
|
||
n("effort.expandedHours", "Expanded Hours", fmtNum(totalHours), "hours", "EFFORT", "Total hours from scope-to-effort expansion (unitCount × hoursPerUnit)", 2, "Σ(unitCount × hoursPerUnit)"),
|
||
);
|
||
|
||
links.push(
|
||
l("effort.scopeItems", "effort.expandedHours", "expand", 2),
|
||
l("effort.effortRules", "effort.expandedHours", "× hoursPerUnit", 2),
|
||
...(totalFrameCount > 0 ? [
|
||
l("effort.scopeItems", "effort.totalFrames", "Σ frames", 1),
|
||
l("effort.totalFrames", "effort.expandedHours", "per_frame", 1),
|
||
] : []),
|
||
...(totalItemCount > 0 ? [
|
||
l("effort.scopeItems", "effort.totalItems", "Σ items", 1),
|
||
l("effort.totalItems", "effort.expandedHours", "per_item", 1),
|
||
] : []),
|
||
l("effort.expandedHours", "est.totalHours", "→ demand lines", 2),
|
||
);
|
||
}
|
||
|
||
// ── EXPERIENCE domain: multiplier rules ──
|
||
if (experienceRuleCount > 0) {
|
||
nodes.push(
|
||
n("exp.ruleCount", "Exp. Rules", `${experienceRuleCount}`, "count", "EXPERIENCE", "Experience multiplier rules (chapter/location/level → rate adjustments)", 0),
|
||
n("exp.costMultiplier", "Cost Multiplier", "per rule", "×", "EXPERIENCE", "Multiplier applied to cost rate (costRateCents × multiplier)", 1, "costRate × costMultiplier"),
|
||
n("exp.billMultiplier", "Bill Multiplier", "per rule", "×", "EXPERIENCE", "Multiplier applied to bill rate (billRateCents × multiplier)", 1, "billRate × billMultiplier"),
|
||
n("exp.shoringRatio", "Shoring Ratio", "per rule", "ratio", "EXPERIENCE", "Offshore/nearshore effort factor (onsiteHours + offshoreHours × (1 + additionalEffort))", 2, "onsite + offshore × (1 + addlEffort)"),
|
||
n("exp.adjustedRates", "Adjusted Rates", "applied", "—", "EXPERIENCE", "Final cost and bill rates after experience multipliers", 2, "rate × multiplier"),
|
||
);
|
||
|
||
links.push(
|
||
l("exp.ruleCount", "exp.costMultiplier", "match rule", 1),
|
||
l("exp.ruleCount", "exp.billMultiplier", "match rule", 1),
|
||
l("exp.ruleCount", "exp.shoringRatio", "match rule", 1),
|
||
l("exp.costMultiplier", "exp.adjustedRates", "×", 2),
|
||
l("exp.billMultiplier", "exp.adjustedRates", "×", 2),
|
||
l("exp.shoringRatio", "exp.adjustedRates", "adjust hours", 1),
|
||
l("exp.adjustedRates", "est.totalCostCents", "→ costRate", 1),
|
||
l("exp.adjustedRates", "est.totalPriceCents", "→ billRate", 1),
|
||
);
|
||
}
|
||
|
||
// ── COMMERCIAL terms (enhanced) ──
|
||
const terms = latestVersion.commercialTerms as {
|
||
contingencyPercent?: number;
|
||
discountPercent?: number;
|
||
pricingModel?: string;
|
||
paymentTermDays?: number;
|
||
warrantyMonths?: number;
|
||
paymentMilestones?: Array<{ label: string; percent: number; dueDate?: string | null }>;
|
||
} | null;
|
||
|
||
const hasCommercialAdjustments = terms && (terms.contingencyPercent || terms.discountPercent);
|
||
const hasCommercialMeta = terms && (terms.pricingModel || terms.paymentTermDays || terms.warrantyMonths);
|
||
|
||
if (hasCommercialAdjustments) {
|
||
const contingencyPct = terms!.contingencyPercent ?? 0;
|
||
const discountPct = terms!.discountPercent ?? 0;
|
||
const contingencyCents = Math.round(totalCostCents * contingencyPct / 100);
|
||
const discountCents = Math.round(totalPriceCents * discountPct / 100);
|
||
const adjCost = totalCostCents + contingencyCents;
|
||
const adjPrice = totalPriceCents - discountCents;
|
||
const adjMargin = adjPrice - adjCost;
|
||
const adjMarginPct = adjPrice > 0 ? (adjMargin / adjPrice) * 100 : 0;
|
||
|
||
nodes.push(
|
||
n("input.contingencyPct", "Contingency %", `${contingencyPct}%`, "%", "INPUT", "Contingency percentage (risk buffer on cost)", 0),
|
||
n("input.discountPct", "Discount %", `${discountPct}%`, "%", "INPUT", "Discount percentage (reduction on sell side)", 0),
|
||
n("comm.contingencyCents", "Contingency", fmtEur(contingencyCents), "EUR", "COMMERCIAL", "Contingency surcharge", 2, "baseCost × contingency%"),
|
||
n("comm.discountCents", "Discount", fmtEur(discountCents), "EUR", "COMMERCIAL", "Discount deduction", 2, "basePrice × discount%"),
|
||
n("comm.adjustedCost", "Adj. Cost", fmtEur(adjCost), "EUR", "COMMERCIAL", "Cost plus contingency", 3, "baseCost + contingency"),
|
||
n("comm.adjustedPrice", "Adj. Price", fmtEur(adjPrice), "EUR", "COMMERCIAL", "Price minus discount", 3, "basePrice - discount"),
|
||
n("comm.adjustedMargin", "Adj. Margin", fmtEur(adjMargin), "EUR", "COMMERCIAL", "Adjusted margin", 3, "adjPrice - adjCost"),
|
||
n("comm.adjustedMarginPct", "Adj. Margin %", `${adjMarginPct.toFixed(1)}%`, "%", "COMMERCIAL", "Adjusted margin percentage", 3, "adjMargin / adjPrice × 100"),
|
||
);
|
||
|
||
links.push(
|
||
l("est.totalCostCents", "comm.contingencyCents", "×", 1),
|
||
l("input.contingencyPct", "comm.contingencyCents", "× %", 1),
|
||
l("est.totalPriceCents", "comm.discountCents", "×", 1),
|
||
l("input.discountPct", "comm.discountCents", "× %", 1),
|
||
l("est.totalCostCents", "comm.adjustedCost", "+", 2),
|
||
l("comm.contingencyCents", "comm.adjustedCost", "+", 2),
|
||
l("est.totalPriceCents", "comm.adjustedPrice", "−", 2),
|
||
l("comm.discountCents", "comm.adjustedPrice", "−", 2),
|
||
l("comm.adjustedPrice", "comm.adjustedMargin", "−", 2),
|
||
l("comm.adjustedCost", "comm.adjustedMargin", "−", 2),
|
||
l("comm.adjustedMargin", "comm.adjustedMarginPct", "÷ price × 100", 2),
|
||
l("comm.adjustedPrice", "comm.adjustedMarginPct", "÷", 1),
|
||
);
|
||
}
|
||
|
||
// Commercial metadata nodes (pricingModel, payment terms, milestones)
|
||
if (hasCommercialMeta || (terms?.paymentMilestones && terms.paymentMilestones.length > 0)) {
|
||
if (terms!.pricingModel) {
|
||
nodes.push(
|
||
n("comm.pricingModel", "Pricing Model", terms!.pricingModel.replace(/_/g, " "), "—", "COMMERCIAL", `Pricing model: ${terms!.pricingModel}`, 0),
|
||
);
|
||
}
|
||
if (terms!.paymentTermDays) {
|
||
nodes.push(
|
||
n("comm.paymentTermDays", "Payment Terms", `${terms!.paymentTermDays} days`, "days", "COMMERCIAL", `Net payment terms: ${terms!.paymentTermDays} days`, 0),
|
||
);
|
||
}
|
||
if (terms!.warrantyMonths) {
|
||
nodes.push(
|
||
n("comm.warrantyMonths", "Warranty", `${terms!.warrantyMonths} mo`, "months", "COMMERCIAL", `Warranty period: ${terms!.warrantyMonths} months`, 0),
|
||
);
|
||
}
|
||
const milestones = terms!.paymentMilestones ?? [];
|
||
if (milestones.length > 0) {
|
||
const effectivePrice = hasCommercialAdjustments
|
||
? totalPriceCents - Math.round(totalPriceCents * (terms!.discountPercent ?? 0) / 100)
|
||
: totalPriceCents;
|
||
nodes.push(
|
||
n("comm.milestones", "Milestones", `${milestones.length}`, "count", "COMMERCIAL", `${milestones.length} payment milestones (${milestones.map((m) => `${m.label}: ${m.percent}%`).join(", ")})`, 2),
|
||
n("comm.milestoneTotalPct", "Milestone Sum", `${milestones.reduce((s, m) => s + m.percent, 0).toFixed(0)}%`, "%", "COMMERCIAL", "Sum of milestone percentages (should be 100%)", 2, "Σ(milestone.percent)"),
|
||
);
|
||
links.push(
|
||
l(hasCommercialAdjustments ? "comm.adjustedPrice" : "est.totalPriceCents", "comm.milestones", "× %", 1),
|
||
);
|
||
}
|
||
}
|
||
|
||
// ── SPREAD domain: monthly + weekly distribution ──
|
||
if (hasDateRange) {
|
||
// Compute monthly spread from demand lines
|
||
const spreadResult = computeEvenSpread({
|
||
totalHours,
|
||
startDate: project.startDate!,
|
||
endDate: project.endDate!,
|
||
});
|
||
const monthCount = spreadResult.months.length;
|
||
|
||
// Compute weekly phasing
|
||
const weeklyResult = distributeHoursToWeeks({
|
||
totalHours,
|
||
startDate: project.startDate!.toISOString().slice(0, 10),
|
||
endDate: project.endDate!.toISOString().slice(0, 10),
|
||
pattern: "even",
|
||
});
|
||
const weekCount = weeklyResult.weeks.length;
|
||
|
||
// Check if demand lines have manual monthly spreads
|
||
const hasManualSpreads = lines.some((dl) => {
|
||
const spread = dl.monthlySpread as Record<string, number> | null;
|
||
return spread && Object.keys(spread).length > 0;
|
||
});
|
||
|
||
nodes.push(
|
||
n("spread.monthCount", "Months", `${monthCount}`, "count", "SPREAD", `${monthCount} months in project date range`, 1),
|
||
n("spread.weekCount", "Weeks", `${weekCount}`, "count", "SPREAD", `${weekCount} ISO weeks in project date range`, 1),
|
||
n("spread.monthlySpread", "Monthly Spread", hasManualSpreads ? "manual + even" : "even", "—", "SPREAD", "Hours distributed across months weighted by working days", 2, "hours × (monthWorkDays / totalWorkDays)"),
|
||
n("spread.weeklyPhasing", "Weekly Phasing", "even", "—", "SPREAD", "Hours distributed across ISO weeks (even/front/back-loaded)", 2, "totalHours / weekCount"),
|
||
n("spread.totalDistributed", "Distributed Hours", fmtNum(weeklyResult.totalDistributedHours), "hours", "SPREAD", "Total hours after weekly distribution (should match estimate)", 3, "Σ(weeklyHours)"),
|
||
);
|
||
|
||
links.push(
|
||
l("input.projectStart", "spread.monthCount", "→ range", 1),
|
||
l("input.projectEnd", "spread.monthCount", "→ range", 1),
|
||
l("input.projectStart", "spread.weekCount", "→ range", 1),
|
||
l("input.projectEnd", "spread.weekCount", "→ range", 1),
|
||
l("est.totalHours", "spread.monthlySpread", "distribute", 2),
|
||
l("spread.monthCount", "spread.monthlySpread", "÷ by workdays", 1),
|
||
l("est.totalHours", "spread.weeklyPhasing", "distribute", 2),
|
||
l("spread.weekCount", "spread.weeklyPhasing", "÷ by weeks", 1),
|
||
l("spread.weeklyPhasing", "spread.totalDistributed", "Σ", 2),
|
||
);
|
||
}
|
||
}
|
||
|
||
// ── Budget status ──
|
||
const projectAllocs = await ctx.db.assignment.findMany({
|
||
where: { projectId: input.projectId },
|
||
select: { status: true, dailyCostCents: true, startDate: true, endDate: true, hoursPerDay: true },
|
||
});
|
||
|
||
if (projectAllocs.length > 0) {
|
||
const budgetStatus = computeBudgetStatus(
|
||
project.budgetCents,
|
||
project.winProbability,
|
||
projectAllocs.map((pa) => ({
|
||
status: pa.status as unknown as string,
|
||
dailyCostCents: pa.dailyCostCents,
|
||
startDate: pa.startDate,
|
||
endDate: pa.endDate,
|
||
hoursPerDay: pa.hoursPerDay,
|
||
})) as Parameters<typeof computeBudgetStatus>[2],
|
||
project.startDate ?? new Date(),
|
||
project.endDate ?? new Date(),
|
||
);
|
||
|
||
// Total allocated hours for comparison
|
||
const totalAllocatedHours = projectAllocs.reduce((sum, pa) => sum + pa.hoursPerDay, 0);
|
||
|
||
nodes.push(
|
||
n("budget.confirmedCents", "Confirmed", fmtEur(budgetStatus.confirmedCents), "EUR", "BUDGET", "Confirmed allocation costs", 2, "Σ(CONFIRMED allocs)"),
|
||
n("budget.proposedCents", "Proposed", fmtEur(budgetStatus.proposedCents), "EUR", "BUDGET", "Proposed allocation costs", 2, "Σ(PROPOSED allocs)"),
|
||
n("budget.allocatedCents", "Allocated", fmtEur(budgetStatus.allocatedCents), "EUR", "BUDGET", "Total allocated", 2, "confirmed + proposed"),
|
||
n("budget.remainingCents", "Remaining",
|
||
hasBudget ? fmtEur(budgetStatus.remainingCents) : "N/A",
|
||
hasBudget ? "EUR" : "—", "BUDGET",
|
||
hasBudget ? "Remaining budget" : "Cannot compute — no budget set",
|
||
3, hasBudget ? "budget - allocated" : "needs budget"),
|
||
n("budget.utilizationPct", "Utilization",
|
||
hasBudget ? `${budgetStatus.utilizationPercent.toFixed(1)}%` : "N/A",
|
||
hasBudget ? "%" : "—", "BUDGET",
|
||
hasBudget ? "Budget utilization" : "Cannot compute — no budget set",
|
||
3, hasBudget ? "allocated / budget × 100" : "needs budget"),
|
||
n("budget.weightedCents", "Win-Weighted", fmtEur(budgetStatus.winProbabilityWeightedCents), "EUR", "BUDGET", "Win-weighted cost", 3, "allocated × winProb / 100"),
|
||
n("budget.allocCount", "Allocations", `${projectAllocs.length}`, "count", "BUDGET", `${projectAllocs.length} resource allocations on project`, 1),
|
||
);
|
||
|
||
links.push(
|
||
l("budget.allocCount", "budget.confirmedCents", "Σ confirmed", 1),
|
||
l("budget.allocCount", "budget.proposedCents", "Σ proposed", 1),
|
||
l("budget.confirmedCents", "budget.allocatedCents", "+", 2),
|
||
l("budget.proposedCents", "budget.allocatedCents", "+", 2),
|
||
l("input.budgetCents", "budget.remainingCents", "−", 2),
|
||
l("budget.allocatedCents", "budget.remainingCents", "−", 2),
|
||
l("budget.allocatedCents", "budget.utilizationPct", "÷ budget × 100", 2),
|
||
l("input.budgetCents", "budget.utilizationPct", "÷", 1),
|
||
l("budget.allocatedCents", "budget.weightedCents", "× winProb / 100", 1),
|
||
l("input.winProbability", "budget.weightedCents", "×", 1),
|
||
);
|
||
|
||
// Estimate vs actual gap (if estimate exists)
|
||
if (latestVersion && latestVersion.demandLines.length > 0) {
|
||
const estCost = latestVersion.demandLines.reduce((s, dl) => s + dl.costTotalCents, 0);
|
||
const gapCents = budgetStatus.allocatedCents - estCost;
|
||
nodes.push(
|
||
n("budget.estVsActualGap", "Est. vs Actual", fmtEur(Math.abs(gapCents)), "EUR", "BUDGET",
|
||
gapCents > 0
|
||
? `Actual allocations exceed estimate by ${fmtEur(gapCents)}`
|
||
: gapCents < 0
|
||
? `Actual allocations under estimate by ${fmtEur(Math.abs(gapCents))}`
|
||
: "Actual allocations match estimate",
|
||
3, "allocated - estCost"),
|
||
);
|
||
links.push(
|
||
l("budget.allocatedCents", "budget.estVsActualGap", "−", 1),
|
||
l("est.totalCostCents", "budget.estVsActualGap", "−", 1),
|
||
);
|
||
}
|
||
}
|
||
|
||
return {
|
||
nodes,
|
||
links,
|
||
meta: {
|
||
projectName: project.name,
|
||
projectCode: project.shortCode,
|
||
},
|
||
};
|
||
}),
|
||
});
|