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>
This commit is contained in:
Benjamin Admin
2026-05-18 22:31:30 +02:00
parent 27384aea09
commit a616b64273
10 changed files with 560 additions and 13 deletions
@@ -0,0 +1,211 @@
'use client'
import { useState, useEffect, useCallback } from 'react'
import { useParams } from 'next/navigation'
type Suggestion = {
name: string
reduction_type: 'design' | 'protection' | 'information' | string
description: string
source_project_count: number
source_project_names: string[]
is_customer_standard: boolean
has_verified_instances: boolean
}
type ProjectInfo = { customer_name?: string; machine_name?: string }
// /sdk/iace/[projectId]/customer-standards
//
// Surfaces mitigations that the expert flagged as "Kundenstandard" (or
// successfully verified) in earlier projects of the SAME customer. Picking
// one and clicking "Übernehmen" applies it to all matching hazards in the
// current project — every match is set to is_relevant=true,
// is_customer_standard=true, status='verified'. Saves the round-trip
// through Massnahmen + Verifikation for the cases where the safety expert
// already knows the answer from a prior plant at the same site.
//
// Filter "Auch verifizierte einbeziehen" widens the pool beyond strictly
// is_customer_standard=true to also include status='verified' rows — useful
// when the customer-standard habit is not yet established in the corpus.
export default function CustomerStandardsPage() {
const params = useParams()
const projectId = params.projectId as string
const [suggestions, setSuggestions] = useState<Suggestion[]>([])
const [project, setProject] = useState<ProjectInfo | null>(null)
const [loading, setLoading] = useState(true)
const [includeVerified, setIncludeVerified] = useState(false)
const [importing, setImporting] = useState<string | null>(null)
const [importedNames, setImportedNames] = useState<Set<string>>(new Set())
const [selected, setSelected] = useState<Set<string>>(new Set())
const [error, setError] = useState<string | null>(null)
const load = useCallback(async () => {
setLoading(true)
setError(null)
try {
const [sgRes, prRes] = await Promise.all([
fetch(`/api/sdk/v1/iace/projects/${projectId}/customer-standards?include_verified=${includeVerified}`),
fetch(`/api/sdk/v1/iace/projects/${projectId}`),
])
if (sgRes.ok) {
const j = await sgRes.json()
setSuggestions(j.suggestions || [])
}
if (prRes.ok) {
const j = await prRes.json()
const p = j.project || j
setProject({ customer_name: p.customer_name, machine_name: p.machine_name })
}
} catch (e) {
setError(e instanceof Error ? e.message : String(e))
} finally {
setLoading(false)
}
}, [projectId, includeVerified])
useEffect(() => { load() }, [load])
function toggleSelect(name: string) {
setSelected((prev) => {
const next = new Set(prev)
if (next.has(name)) next.delete(name); else next.add(name)
return next
})
}
async function importOne(name: string) {
setImporting(name)
try {
const r = await fetch(`/api/sdk/v1/iace/projects/${projectId}/customer-standards/import`, {
method: 'POST', headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ name }),
})
if (r.ok) {
setImportedNames((prev) => new Set(prev).add(name))
setSelected((prev) => { const n = new Set(prev); n.delete(name); return n })
} else {
const j = await r.json().catch(() => null)
setError(j?.error || `HTTP ${r.status}`)
}
} finally {
setImporting(null)
}
}
async function importSelected() {
const names = Array.from(selected)
for (const n of names) {
await importOne(n)
}
}
if (loading) return (
<div className="flex items-center justify-center h-64">
<div className="animate-spin rounded-full h-8 w-8 border-b-2 border-purple-600" />
</div>
)
// No customer set → guide the user to set it first
const hasCustomer = !!(project?.customer_name && project.customer_name.trim() !== '')
if (!hasCustomer) {
return (
<div className="space-y-4 max-w-3xl">
<h1 className="text-2xl font-bold">Kundenstandards</h1>
<div className="rounded-md border border-amber-200 bg-amber-50 px-4 py-3 text-sm text-amber-900">
Dieses Projekt hat noch keinen <em>Kundennamen</em>. Damit Massnahmen aus früheren
Anlagen desselben Kunden wiederverwendet werden können, trage den Kundennamen
unter <a className="text-purple-700 underline" href={`/sdk/iace/${projectId}/order`}>Auftrag Kunde</a> ein.
Sobald der Kundenname gesetzt ist, erscheint hier die Liste der wiederverwendbaren
Maßnahmen aus seinen Vorprojekten.
</div>
</div>
)
}
return (
<div className="space-y-4">
<div className="flex items-baseline justify-between">
<div>
<h1 className="text-2xl font-bold text-gray-900 dark:text-white">Kundenstandards</h1>
<p className="mt-1 text-sm text-gray-500">
Übernimm Maßnahmen, die der Kunde <strong>{project?.customer_name}</strong> in
anderen Anlagen bereits als Standard etabliert hat. Übernehmen setzt sie für alle
passenden Gefährdungen <em>relevant</em> und <em>verifiziert</em> ohne Nachweis.
</p>
</div>
<div className="flex items-center gap-3">
<label className="flex items-center gap-1.5 text-xs text-gray-600">
<input type="checkbox" checked={includeVerified}
onChange={(e) => setIncludeVerified(e.target.checked)}
className="accent-purple-600" />
Auch <em>verifizierte</em> einbeziehen
</label>
{selected.size > 0 && (
<button onClick={importSelected} disabled={!!importing}
className="px-3 py-1.5 text-xs bg-purple-600 text-white rounded-lg hover:bg-purple-700 disabled:opacity-50">
{importing ? 'Übernehme…' : `${selected.size} übernehmen`}
</button>
)}
</div>
</div>
{error && <div className="text-red-600 text-sm">Fehler: {error}</div>}
{suggestions.length === 0 && (
<div className="rounded-md border border-gray-200 bg-gray-50 px-4 py-6 text-sm text-gray-600">
Keine wiederverwendbaren Maßnahmen für <strong>{project?.customer_name}</strong> gefunden.
{!includeVerified && ' Aktiviere „Auch verifizierte einbeziehen" oben rechts, um den Pool zu erweitern.'}
</div>
)}
{suggestions.length > 0 && (
<div className="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 overflow-hidden">
<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">
<div />
<div>Massnahme</div>
<div className="text-center">Vorprojekte</div>
<div>Status</div>
<div className="text-right">Aktion</div>
</div>
{suggestions.map((s) => {
const imported = importedNames.has(s.name)
return (
<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' : ''} ${selected.has(s.name) ? 'bg-purple-50' : ''}`}>
<div className="pt-0.5">
<input type="checkbox" checked={selected.has(s.name)} onChange={() => toggleSelect(s.name)} disabled={imported}
className="accent-purple-600" />
</div>
<div className="min-w-0">
<div className="text-sm text-gray-900 dark:text-white">{s.name}</div>
{s.description && <div className="text-[11px] text-gray-500 mt-0.5 line-clamp-2">{s.description}</div>}
{s.source_project_names.length > 0 && (
<div className="text-[10px] text-gray-400 mt-1">aus: {s.source_project_names.slice(0,3).join(', ')}{s.source_project_names.length > 3 ? ` (+${s.source_project_names.length - 3})` : ''}</div>
)}
</div>
<div className="text-center self-center">
<span className="text-sm font-semibold text-purple-700">{s.source_project_count}×</span>
</div>
<div className="self-center flex flex-wrap gap-1">
{s.is_customer_standard && <span className="text-[10px] px-1.5 py-0.5 rounded bg-blue-100 text-blue-700">Kundenstandard</span>}
{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>}
</div>
<div className="text-right self-center">
{imported ? (
<span className="text-[11px] text-green-700"> Übernommen</span>
) : (
<button onClick={() => importOne(s.name)} disabled={!!importing}
className="px-2.5 py-1 text-[11px] bg-purple-600 text-white rounded hover:bg-purple-700 disabled:opacity-50">
{importing === s.name ? 'Übernehme…' : 'Übernehmen'}
</button>
)}
</div>
</div>
)
})}
</div>
)}
</div>
)
}
@@ -68,10 +68,14 @@ export default function OrderPage() {
setSaveState('saving')
try {
const merged = { ...existingMetaRef.current, order_data: next }
// Mirror Auftraggeber.Firmenname into the top-level customer_name
// column so the Customer-Standards-Reuse feature can index by it.
// Empty string → null on the backend, no broken reuse for fresh projects.
const customerName = (next.client.company || '').trim()
await fetch(`/api/sdk/v1/iace/projects/${projectId}`, {
method: 'PUT',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ metadata: merged }),
body: JSON.stringify({ metadata: merged, customer_name: customerName }),
})
existingMetaRef.current = merged
setSaveState('saved')
+7
View File
@@ -16,6 +16,7 @@ const IACE_NAV_ITEMS = [
{ id: 'mitigations', label: 'Massnahmen', href: '/mitigations', icon: 'shield' },
{ id: 'clarifications', label: 'Klärungen', href: '/clarifications', icon: 'chat' },
{ id: 'verification', label: 'Verifikation', href: '/verification', icon: 'check' },
{ id: 'customer-standards', label: 'Kundenstandards', href: '/customer-standards', icon: 'building' },
{ id: 'evidence', label: 'Nachweise', href: '/evidence', icon: 'document' },
{ id: 'tech-file', label: 'CE-Akte', href: '/tech-file', icon: 'folder' },
]
@@ -67,6 +68,12 @@ function NavIcon({ icon, className }: { icon: string; className?: string }) {
<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" />
</svg>
)
case 'building':
return (
<svg className={cls} fill="none" viewBox="0 0 24 24" stroke="currentColor">
<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" />
</svg>
)
case 'document':
return (
<svg className={cls} fill="none" viewBox="0 0 24 24" stroke="currentColor">