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
@@ -23,6 +23,7 @@ func (s *Store) CreateProject(ctx context.Context, tenantID uuid.UUID, req Creat
MachineName: req.MachineName,
MachineType: req.MachineType,
Manufacturer: req.Manufacturer,
CustomerName: req.CustomerName,
Description: req.Description,
NarrativeText: req.NarrativeText,
Status: ProjectStatusDraft,
@@ -35,19 +36,19 @@ func (s *Store) CreateProject(ctx context.Context, tenantID uuid.UUID, req Creat
_, err := s.pool.Exec(ctx, `
INSERT INTO iace_projects (
id, tenant_id, parent_project_id, machine_name, machine_type, manufacturer,
description, narrative_text, status, ce_marking_target,
customer_name, description, narrative_text, status, ce_marking_target,
completeness_score, risk_summary, triggered_regulations, metadata,
created_at, updated_at, archived_at
) VALUES (
$1, $2, $3, $4, $5, $6,
$7, $8, $9, $10,
$11, $12, $13, $14,
$15, $16, $17
$7, $8, $9, $10, $11,
$12, $13, $14, $15,
$16, $17, $18
)
`,
project.ID, project.TenantID, project.ParentProjectID,
project.MachineName, project.MachineType, project.Manufacturer,
project.Description, project.NarrativeText, string(project.Status), project.CEMarkingTarget,
project.CustomerName, project.Description, project.NarrativeText, string(project.Status), project.CEMarkingTarget,
project.CompletenessScore, nil, project.TriggeredRegulations, project.Metadata,
project.CreatedAt, project.UpdatedAt, project.ArchivedAt,
)
@@ -67,7 +68,7 @@ func (s *Store) GetProject(ctx context.Context, id uuid.UUID) (*Project, error)
err := s.pool.QueryRow(ctx, `
SELECT
id, tenant_id, parent_project_id, machine_name, machine_type, manufacturer,
description, narrative_text, status, ce_marking_target,
COALESCE(customer_name, ''), description, narrative_text, status, ce_marking_target,
completeness_score, risk_summary, triggered_regulations, metadata,
created_at, updated_at, archived_at
FROM iace_projects WHERE id = $1
@@ -97,7 +98,7 @@ func (s *Store) ListProjects(ctx context.Context, tenantID uuid.UUID) ([]Project
rows, err := s.pool.Query(ctx, `
SELECT
id, tenant_id, parent_project_id, machine_name, machine_type, manufacturer,
description, narrative_text, status, ce_marking_target,
COALESCE(customer_name, ''), description, narrative_text, status, ce_marking_target,
completeness_score, risk_summary, triggered_regulations, metadata,
created_at, updated_at, archived_at
FROM iace_projects WHERE tenant_id = $1
@@ -116,7 +117,7 @@ func (s *Store) ListProjects(ctx context.Context, tenantID uuid.UUID) ([]Project
err := rows.Scan(
&p.ID, &p.TenantID, &p.ParentProjectID, &p.MachineName, &p.MachineType, &p.Manufacturer,
&p.Description, &p.NarrativeText, &status, &p.CEMarkingTarget,
&p.CustomerName, &p.Description, &p.NarrativeText, &status, &p.CEMarkingTarget,
&p.CompletenessScore, &riskSummary, &triggeredRegulations, &metadata,
&p.CreatedAt, &p.UpdatedAt, &p.ArchivedAt,
)
@@ -156,6 +157,9 @@ func (s *Store) UpdateProject(ctx context.Context, id uuid.UUID, req UpdateProje
if req.Manufacturer != nil {
project.Manufacturer = *req.Manufacturer
}
if req.CustomerName != nil {
project.CustomerName = *req.CustomerName
}
if req.Description != nil {
project.Description = *req.Description
}
@@ -174,11 +178,13 @@ func (s *Store) UpdateProject(ctx context.Context, id uuid.UUID, req UpdateProje
_, err = s.pool.Exec(ctx, `
UPDATE iace_projects SET
machine_name = $2, machine_type = $3, manufacturer = $4,
description = $5, narrative_text = $6, ce_marking_target = $7,
metadata = $8, updated_at = $9
customer_name = $5,
description = $6, narrative_text = $7, ce_marking_target = $8,
metadata = $9, updated_at = $10
WHERE id = $1
`,
id, project.MachineName, project.MachineType, project.Manufacturer,
project.CustomerName,
project.Description, project.NarrativeText, project.CEMarkingTarget,
project.Metadata, project.UpdatedAt,
)
@@ -250,7 +256,7 @@ func (s *Store) ListVariants(ctx context.Context, parentID uuid.UUID) ([]Project
rows, err := s.pool.Query(ctx, `
SELECT
id, tenant_id, parent_project_id, machine_name, machine_type, manufacturer,
description, narrative_text, status, ce_marking_target,
COALESCE(customer_name, ''), description, narrative_text, status, ce_marking_target,
completeness_score, risk_summary, triggered_regulations, metadata,
created_at, updated_at, archived_at
FROM iace_projects WHERE parent_project_id = $1
@@ -269,7 +275,7 @@ func (s *Store) ListVariants(ctx context.Context, parentID uuid.UUID) ([]Project
err := rows.Scan(
&p.ID, &p.TenantID, &p.ParentProjectID, &p.MachineName, &p.MachineType, &p.Manufacturer,
&p.Description, &p.NarrativeText, &status, &p.CEMarkingTarget,
&p.CustomerName, &p.Description, &p.NarrativeText, &status, &p.CEMarkingTarget,
&p.CompletenessScore, &riskSummary, &triggeredRegulations, &metadata,
&p.CreatedAt, &p.UpdatedAt, &p.ArchivedAt,
)