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projects milestones

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jason
2026-03-17 07:34:08 -05:00
parent c3f0adc676
commit c1f6386e7d
13 changed files with 510 additions and 46 deletions
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238
server/src/modules/projects/service.ts
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@@ -3,11 +3,15 @@ import type {
ProjectDetailDto,
ProjectDocumentOptionDto,
ProjectInput,
ProjectMilestoneDto,
ProjectMilestoneInput,
ProjectOwnerOptionDto,
ProjectPriority,
ProjectRollupDto,
ProjectShipmentOptionDto,
ProjectStatus,
ProjectSummaryDto,
WorkOrderStatus,
} from "@mrp/shared";
import { logAuditEvent } from "../../lib/audit.js";
@@ -15,6 +19,16 @@ import { prisma } from "../../lib/prisma.js";
const projectModel = (prisma as any).project;
type ProjectMilestoneRecord = {
id: string;
title: string;
status: string;
dueDate: Date | null;
completedAt: Date | null;
notes: string;
sortOrder: number;
};
type ProjectRecord = {
id: string;
projectNumber: string;
@@ -48,12 +62,58 @@ type ProjectRecord = {
id: string;
shipmentNumber: string;
} | null;
milestones: ProjectMilestoneRecord[];
workOrders: Array<{
id: string;
status: string;
dueDate: Date | null;
}>;
};
function getOwnerName(owner: ProjectRecord["owner"]) {
return owner ? `${owner.firstName} ${owner.lastName}`.trim() : null;
}
function mapProjectMilestone(record: ProjectMilestoneRecord): ProjectMilestoneDto {
return {
id: record.id,
title: record.title,
status: record.status as ProjectMilestoneDto["status"],
dueDate: record.dueDate ? record.dueDate.toISOString() : null,
completedAt: record.completedAt ? record.completedAt.toISOString() : null,
notes: record.notes,
sortOrder: record.sortOrder,
};
}
function buildProjectRollups(record: ProjectRecord): ProjectRollupDto {
const now = Date.now();
const milestoneCount = record.milestones.length;
const completedMilestoneCount = record.milestones.filter((milestone) => milestone.status === "COMPLETE").length;
const overdueMilestoneCount = record.milestones.filter(
(milestone) => milestone.status !== "COMPLETE" && milestone.dueDate && milestone.dueDate.getTime() < now
).length;
const workOrderCount = record.workOrders.length;
const completedWorkOrderCount = record.workOrders.filter((workOrder) => workOrder.status === "COMPLETE").length;
const activeStatuses = new Set<WorkOrderStatus>(["RELEASED", "IN_PROGRESS", "ON_HOLD"]);
const closedStatuses = new Set<WorkOrderStatus>(["COMPLETE", "CANCELLED"]);
const activeWorkOrderCount = record.workOrders.filter((workOrder) => activeStatuses.has(workOrder.status as WorkOrderStatus)).length;
const overdueWorkOrderCount = record.workOrders.filter(
(workOrder) => !closedStatuses.has(workOrder.status as WorkOrderStatus) && workOrder.dueDate && workOrder.dueDate.getTime() < now
).length;
return {
milestoneCount,
completedMilestoneCount,
openMilestoneCount: milestoneCount - completedMilestoneCount,
overdueMilestoneCount,
workOrderCount,
activeWorkOrderCount,
completedWorkOrderCount,
overdueWorkOrderCount,
};
}
function mapProjectSummary(record: ProjectRecord): ProjectSummaryDto {
return {
id: record.id,
@@ -67,6 +127,7 @@ function mapProjectSummary(record: ProjectRecord): ProjectSummaryDto {
ownerName: getOwnerName(record.owner),
dueDate: record.dueDate ? record.dueDate.toISOString() : null,
updatedAt: record.updatedAt.toISOString(),
rollups: buildProjectRollups(record),
};
}
@@ -83,6 +144,7 @@ function mapProjectDetail(record: ProjectRecord): ProjectDetailDto {
shipmentNumber: record.shipment?.shipmentNumber ?? null,
customerEmail: record.customer.email,
customerPhone: record.customer.phone,
milestones: record.milestones.map(mapProjectMilestone),
};
}
@@ -121,6 +183,25 @@ function buildInclude() {
shipmentNumber: true,
},
},
milestones: {
select: {
id: true,
title: true,
status: true,
dueDate: true,
completedAt: true,
notes: true,
sortOrder: true,
},
orderBy: [{ sortOrder: "asc" }, { createdAt: "asc" }],
},
workOrders: {
select: {
id: true,
status: true,
dueDate: true,
},
},
};
}
@@ -204,6 +285,82 @@ async function validateProjectInput(payload: ProjectInput) {
return { ok: true as const };
}
function normalizeMilestoneInput(milestone: ProjectMilestoneInput, index: number) {
const title = milestone.title.trim();
const notes = milestone.notes.trim();
const sortOrder = Number.isFinite(milestone.sortOrder) ? milestone.sortOrder : index * 10;
return {
id: milestone.id?.trim() || null,
title,
status: milestone.status,
dueDate: milestone.dueDate ? new Date(milestone.dueDate) : null,
notes,
sortOrder,
};
}
async function syncProjectMilestones(transaction: any, projectId: string, milestones: ProjectMilestoneInput[]) {
const milestoneModel = (transaction as any).projectMilestone;
const existingMilestones = await milestoneModel.findMany({
where: { projectId },
select: {
id: true,
completedAt: true,
},
});
const existingById = new Map<string, { completedAt: Date | null }>(
existingMilestones.map((milestone: { id: string; completedAt: Date | null }) => [milestone.id, { completedAt: milestone.completedAt }])
);
const normalized = milestones.map(normalizeMilestoneInput);
const retainedIds = normalized.flatMap((milestone) => (milestone.id && existingById.has(milestone.id) ? [milestone.id] : []));
await milestoneModel.deleteMany({
where: {
projectId,
...(retainedIds.length > 0 ? { id: { notIn: retainedIds } } : {}),
},
});
if (retainedIds.length === 0) {
await milestoneModel.deleteMany({ where: { projectId } });
}
for (const milestone of normalized) {
const existing = milestone.id ? existingById.get(milestone.id) : null;
const completedAt = milestone.status === "COMPLETE" ? existing?.completedAt ?? new Date() : null;
if (milestone.id && existing) {
await milestoneModel.update({
where: { id: milestone.id },
data: {
title: milestone.title,
status: milestone.status,
dueDate: milestone.dueDate,
completedAt,
notes: milestone.notes,
sortOrder: milestone.sortOrder,
},
});
continue;
}
await milestoneModel.create({
data: {
projectId,
title: milestone.title,
status: milestone.status,
dueDate: milestone.dueDate,
completedAt,
notes: milestone.notes,
sortOrder: milestone.sortOrder,
},
});
}
}
export async function listProjectCustomerOptions(): Promise<ProjectCustomerOptionDto[]> {
const customers = await prisma.customer.findMany({
where: {
@@ -364,23 +521,29 @@ export async function createProject(payload: ProjectInput, actorId?: string | nu
}
const projectNumber = await nextProjectNumber();
const created = await projectModel.create({
data: {
projectNumber,
name: payload.name.trim(),
status: payload.status,
priority: payload.priority,
customerId: payload.customerId,
salesQuoteId: payload.salesQuoteId,
salesOrderId: payload.salesOrderId,
shipmentId: payload.shipmentId,
ownerId: payload.ownerId,
dueDate: payload.dueDate ? new Date(payload.dueDate) : null,
notes: payload.notes,
},
select: {
id: true,
},
const created = await prisma.$transaction(async (transaction) => {
const transactionProjectModel = (transaction as any).project;
const createdProject = await transactionProjectModel.create({
data: {
projectNumber,
name: payload.name.trim(),
status: payload.status,
priority: payload.priority,
customerId: payload.customerId,
salesQuoteId: payload.salesQuoteId,
salesOrderId: payload.salesOrderId,
shipmentId: payload.shipmentId,
ownerId: payload.ownerId,
dueDate: payload.dueDate ? new Date(payload.dueDate) : null,
notes: payload.notes,
},
select: {
id: true,
},
});
await syncProjectMilestones(transaction, createdProject.id, payload.milestones ?? []);
return createdProject;
});
const project = await getProjectById(created.id);
@@ -396,6 +559,7 @@ export async function createProject(payload: ProjectInput, actorId?: string | nu
customerId: project.customerId,
status: project.status,
priority: project.priority,
milestoneCount: project.rollups.milestoneCount,
},
});
}
@@ -417,23 +581,28 @@ export async function updateProject(projectId: string, payload: ProjectInput, ac
return { ok: false as const, reason: validated.reason };
}
await projectModel.update({
where: { id: projectId },
data: {
name: payload.name.trim(),
status: payload.status,
priority: payload.priority,
customerId: payload.customerId,
salesQuoteId: payload.salesQuoteId,
salesOrderId: payload.salesOrderId,
shipmentId: payload.shipmentId,
ownerId: payload.ownerId,
dueDate: payload.dueDate ? new Date(payload.dueDate) : null,
notes: payload.notes,
},
select: {
id: true,
},
await prisma.$transaction(async (transaction) => {
const transactionProjectModel = (transaction as any).project;
await transactionProjectModel.update({
where: { id: projectId },
data: {
name: payload.name.trim(),
status: payload.status,
priority: payload.priority,
customerId: payload.customerId,
salesQuoteId: payload.salesQuoteId,
salesOrderId: payload.salesOrderId,
shipmentId: payload.shipmentId,
ownerId: payload.ownerId,
dueDate: payload.dueDate ? new Date(payload.dueDate) : null,
notes: payload.notes,
},
select: {
id: true,
},
});
await syncProjectMilestones(transaction, projectId, payload.milestones ?? []);
});
const project = await getProjectById(projectId);
@@ -449,6 +618,7 @@ export async function updateProject(projectId: string, payload: ProjectInput, ac
customerId: project.customerId,
status: project.status,
priority: project.priority,
milestoneCount: project.rollups.milestoneCount,
},
});
}