feat(iace): Customer-Standard-Reuse across customer's prior projects
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[migration-approved] Task #22. The IACE module is used by a single Maschinenhersteller, but their plants land at many different end customers. When the safety expert commissions the second or third plant at the same customer, whole classes of mitigations (company-wide PPE rules, locked-out energy isolation, customer-standard signage) are already in place there — but rediscovered from scratch every project. Migration 031: iace_projects.customer_name TEXT + partial index. The customer is stored as a plain text field rather than a normalised iace_customers table (option A from the design discussion). A proper customer-management screen can promote this to a FK later without data loss. Backend store_customer_standards.go: - ListCustomerStandardSuggestions(projectID, includeVerified) collects mitigations from all non-archived prior projects sharing the same tenant_id AND case-insensitive customer_name. Aggregates by mitigation.name (since same-named measures from different prior projects collapse into one suggestion) and surfaces: • source_project_count + source_project_names • is_customer_standard / has_verified_instances flags includeVerified=false → strictly is_customer_standard=true includeVerified=true → also status='verified' - ImportCustomerStandardSuggestion(projectID, name): for every prior (mitigation.name → hazard.name) pairing, finds matching hazards in the current project (by name) and ensures a customer-standard mitigation exists. New rows via CreateMitigation (idempotent through the UNIQUE(hazard_id, name) from migration 030); existing rows are flipped to is_relevant=true + is_customer_standard=true + status='verified' via UPDATE. Routes: GET /api/v1/iace/projects/:id/customer-standards?include_verified= POST /api/v1/iace/projects/:id/customer-standards/import body {name} Frontend: - New page /sdk/iace/[projectId]/customer-standards with: • empty-state hint pointing to Auftrag → Kundenname • per-suggestion checkbox + per-row Übernehmen button • bulk "N übernehmen" button • toggle "Auch verifizierte einbeziehen" widening the pool • per-suggestion source_project_count + status badges - Sidebar item "Kundenstandards" (building icon) placed between Verifikation and Nachweise. - Order-page now mirrors Auftraggeber.Firmenname into the top-level customer_name column on save, so the Reuse feature is fed automatically without a separate input field. The same expert effect from migration 029's is_customer_standard flag — "I already know it's covered, no evidence needed" — now becomes a cross-project asset rather than a per-project annotation. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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'use client'
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import { useState, useEffect, useCallback } from 'react'
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import { useParams } from 'next/navigation'
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type Suggestion = {
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name: string
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reduction_type: 'design' | 'protection' | 'information' | string
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description: string
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source_project_count: number
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source_project_names: string[]
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is_customer_standard: boolean
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has_verified_instances: boolean
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}
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type ProjectInfo = { customer_name?: string; machine_name?: string }
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// /sdk/iace/[projectId]/customer-standards
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//
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// Surfaces mitigations that the expert flagged as "Kundenstandard" (or
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// successfully verified) in earlier projects of the SAME customer. Picking
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// one and clicking "Übernehmen" applies it to all matching hazards in the
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// current project — every match is set to is_relevant=true,
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// is_customer_standard=true, status='verified'. Saves the round-trip
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// through Massnahmen + Verifikation for the cases where the safety expert
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// already knows the answer from a prior plant at the same site.
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//
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// Filter "Auch verifizierte einbeziehen" widens the pool beyond strictly
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// is_customer_standard=true to also include status='verified' rows — useful
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// when the customer-standard habit is not yet established in the corpus.
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export default function CustomerStandardsPage() {
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const params = useParams()
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const projectId = params.projectId as string
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const [suggestions, setSuggestions] = useState<Suggestion[]>([])
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const [project, setProject] = useState<ProjectInfo | null>(null)
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const [loading, setLoading] = useState(true)
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const [includeVerified, setIncludeVerified] = useState(false)
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const [importing, setImporting] = useState<string | null>(null)
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const [importedNames, setImportedNames] = useState<Set<string>>(new Set())
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const [selected, setSelected] = useState<Set<string>>(new Set())
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const [error, setError] = useState<string | null>(null)
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const load = useCallback(async () => {
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setLoading(true)
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setError(null)
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try {
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const [sgRes, prRes] = await Promise.all([
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fetch(`/api/sdk/v1/iace/projects/${projectId}/customer-standards?include_verified=${includeVerified}`),
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fetch(`/api/sdk/v1/iace/projects/${projectId}`),
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])
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if (sgRes.ok) {
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const j = await sgRes.json()
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setSuggestions(j.suggestions || [])
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}
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if (prRes.ok) {
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const j = await prRes.json()
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const p = j.project || j
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setProject({ customer_name: p.customer_name, machine_name: p.machine_name })
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}
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} catch (e) {
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setError(e instanceof Error ? e.message : String(e))
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} finally {
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setLoading(false)
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}
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}, [projectId, includeVerified])
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useEffect(() => { load() }, [load])
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function toggleSelect(name: string) {
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setSelected((prev) => {
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const next = new Set(prev)
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if (next.has(name)) next.delete(name); else next.add(name)
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return next
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})
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}
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async function importOne(name: string) {
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setImporting(name)
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try {
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const r = await fetch(`/api/sdk/v1/iace/projects/${projectId}/customer-standards/import`, {
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method: 'POST', headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ name }),
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})
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if (r.ok) {
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setImportedNames((prev) => new Set(prev).add(name))
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setSelected((prev) => { const n = new Set(prev); n.delete(name); return n })
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} else {
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const j = await r.json().catch(() => null)
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setError(j?.error || `HTTP ${r.status}`)
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}
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} finally {
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setImporting(null)
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}
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}
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async function importSelected() {
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const names = Array.from(selected)
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for (const n of names) {
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await importOne(n)
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}
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}
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if (loading) return (
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<div className="flex items-center justify-center h-64">
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<div className="animate-spin rounded-full h-8 w-8 border-b-2 border-purple-600" />
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</div>
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)
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// No customer set → guide the user to set it first
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const hasCustomer = !!(project?.customer_name && project.customer_name.trim() !== '')
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if (!hasCustomer) {
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return (
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<div className="space-y-4 max-w-3xl">
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<h1 className="text-2xl font-bold">Kundenstandards</h1>
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<div className="rounded-md border border-amber-200 bg-amber-50 px-4 py-3 text-sm text-amber-900">
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Dieses Projekt hat noch keinen <em>Kundennamen</em>. Damit Massnahmen aus früheren
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Anlagen desselben Kunden wiederverwendet werden können, trage den Kundennamen
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unter <a className="text-purple-700 underline" href={`/sdk/iace/${projectId}/order`}>Auftrag → Kunde</a> ein.
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Sobald der Kundenname gesetzt ist, erscheint hier die Liste der wiederverwendbaren
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Maßnahmen aus seinen Vorprojekten.
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</div>
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</div>
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)
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}
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return (
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<div className="space-y-4">
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<div className="flex items-baseline justify-between">
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<div>
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<h1 className="text-2xl font-bold text-gray-900 dark:text-white">Kundenstandards</h1>
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<p className="mt-1 text-sm text-gray-500">
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Übernimm Maßnahmen, die der Kunde <strong>{project?.customer_name}</strong> in
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anderen Anlagen bereits als Standard etabliert hat. Übernehmen setzt sie für alle
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passenden Gefährdungen <em>relevant</em> und <em>verifiziert</em> ohne Nachweis.
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</p>
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</div>
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<div className="flex items-center gap-3">
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<label className="flex items-center gap-1.5 text-xs text-gray-600">
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<input type="checkbox" checked={includeVerified}
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onChange={(e) => setIncludeVerified(e.target.checked)}
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className="accent-purple-600" />
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Auch <em>verifizierte</em> einbeziehen
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</label>
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{selected.size > 0 && (
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<button onClick={importSelected} disabled={!!importing}
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className="px-3 py-1.5 text-xs bg-purple-600 text-white rounded-lg hover:bg-purple-700 disabled:opacity-50">
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{importing ? 'Übernehme…' : `${selected.size} übernehmen`}
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</button>
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)}
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</div>
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</div>
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{error && <div className="text-red-600 text-sm">Fehler: {error}</div>}
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{suggestions.length === 0 && (
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<div className="rounded-md border border-gray-200 bg-gray-50 px-4 py-6 text-sm text-gray-600">
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Keine wiederverwendbaren Maßnahmen für <strong>{project?.customer_name}</strong> gefunden.
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{!includeVerified && ' Aktiviere „Auch verifizierte einbeziehen" oben rechts, um den Pool zu erweitern.'}
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</div>
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)}
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{suggestions.length > 0 && (
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<div className="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 overflow-hidden">
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<div className="grid grid-cols-[28px_2fr_120px_100px_120px] gap-3 px-4 py-2 bg-gray-50 dark:bg-gray-750 text-xs font-medium text-gray-500 uppercase tracking-wider">
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<div />
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<div>Massnahme</div>
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<div className="text-center">Vorprojekte</div>
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<div>Status</div>
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<div className="text-right">Aktion</div>
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</div>
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{suggestions.map((s) => {
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const imported = importedNames.has(s.name)
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return (
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<div key={s.name} className={`grid grid-cols-[28px_2fr_120px_100px_120px] gap-3 px-4 py-2.5 border-t border-gray-100 dark:border-gray-700 ${imported ? 'bg-green-50/40' : ''} ${selected.has(s.name) ? 'bg-purple-50' : ''}`}>
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<div className="pt-0.5">
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<input type="checkbox" checked={selected.has(s.name)} onChange={() => toggleSelect(s.name)} disabled={imported}
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className="accent-purple-600" />
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</div>
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<div className="min-w-0">
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<div className="text-sm text-gray-900 dark:text-white">{s.name}</div>
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{s.description && <div className="text-[11px] text-gray-500 mt-0.5 line-clamp-2">{s.description}</div>}
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{s.source_project_names.length > 0 && (
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<div className="text-[10px] text-gray-400 mt-1">aus: {s.source_project_names.slice(0,3).join(', ')}{s.source_project_names.length > 3 ? ` (+${s.source_project_names.length - 3})` : ''}</div>
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)}
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</div>
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<div className="text-center self-center">
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<span className="text-sm font-semibold text-purple-700">{s.source_project_count}×</span>
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</div>
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<div className="self-center flex flex-wrap gap-1">
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{s.is_customer_standard && <span className="text-[10px] px-1.5 py-0.5 rounded bg-blue-100 text-blue-700">Kundenstandard</span>}
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{s.has_verified_instances && !s.is_customer_standard && <span className="text-[10px] px-1.5 py-0.5 rounded bg-green-100 text-green-700">Verifiziert</span>}
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</div>
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<div className="text-right self-center">
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{imported ? (
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<span className="text-[11px] text-green-700">✓ Übernommen</span>
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) : (
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<button onClick={() => importOne(s.name)} disabled={!!importing}
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className="px-2.5 py-1 text-[11px] bg-purple-600 text-white rounded hover:bg-purple-700 disabled:opacity-50">
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{importing === s.name ? 'Übernehme…' : 'Übernehmen'}
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</button>
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)}
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</div>
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</div>
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)
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})}
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</div>
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)}
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</div>
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)
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}
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@@ -68,10 +68,14 @@ export default function OrderPage() {
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setSaveState('saving')
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try {
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const merged = { ...existingMetaRef.current, order_data: next }
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// Mirror Auftraggeber.Firmenname into the top-level customer_name
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// column so the Customer-Standards-Reuse feature can index by it.
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// Empty string → null on the backend, no broken reuse for fresh projects.
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const customerName = (next.client.company || '').trim()
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await fetch(`/api/sdk/v1/iace/projects/${projectId}`, {
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method: 'PUT',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ metadata: merged }),
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body: JSON.stringify({ metadata: merged, customer_name: customerName }),
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})
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existingMetaRef.current = merged
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setSaveState('saved')
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@@ -16,6 +16,7 @@ const IACE_NAV_ITEMS = [
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{ id: 'mitigations', label: 'Massnahmen', href: '/mitigations', icon: 'shield' },
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{ id: 'clarifications', label: 'Klärungen', href: '/clarifications', icon: 'chat' },
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{ id: 'verification', label: 'Verifikation', href: '/verification', icon: 'check' },
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{ id: 'customer-standards', label: 'Kundenstandards', href: '/customer-standards', icon: 'building' },
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{ id: 'evidence', label: 'Nachweise', href: '/evidence', icon: 'document' },
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{ id: 'tech-file', label: 'CE-Akte', href: '/tech-file', icon: 'folder' },
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]
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@@ -67,6 +68,12 @@ function NavIcon({ icon, className }: { icon: string; className?: string }) {
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<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" />
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</svg>
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)
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case 'building':
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return (
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<svg className={cls} fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M19 21V5a2 2 0 00-2-2H7a2 2 0 00-2 2v16m14 0H5m14 0h2m-16 0H3m4-4h2m-2-4h2m-2-4h2m4 8h2m-2-4h2m-2-4h2" />
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</svg>
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)
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case 'document':
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return (
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<svg className={cls} fill="none" viewBox="0 0 24 24" stroke="currentColor">
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