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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>
212 lines
7.1 KiB
Go
212 lines
7.1 KiB
Go
package iace
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import (
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"context"
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"fmt"
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"strings"
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"github.com/google/uuid"
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)
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// CustomerStandardSuggestion aggregates one reusable mitigation across prior
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// projects of the same customer. The same mitigation name may appear in
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// multiple prior projects; we collapse them into a single suggestion and
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// count the prior occurrences so the expert sees a confidence signal.
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type CustomerStandardSuggestion struct {
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Name string `json:"name"`
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ReductionType string `json:"reduction_type"`
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Description string `json:"description"`
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// SourceProjectCount tells the expert in how many of the customer's
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// earlier projects this mitigation was already flagged. Higher count
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// = stronger reuse signal.
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SourceProjectCount int `json:"source_project_count"`
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SourceProjectNames []string `json:"source_project_names"`
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IsCustomerStandard bool `json:"is_customer_standard"`
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HasVerifiedInstances bool `json:"has_verified_instances"`
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}
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// ListCustomerStandardSuggestions returns reusable mitigations from prior
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// projects of the same customer as projectID. The customer key is the
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// case-insensitive trimmed customer_name; an empty customer_name short-
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// circuits to an empty result.
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//
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// includeVerified=false → only mitigations with is_customer_standard=true
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// includeVerified=true → also include status='verified' mitigations
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// (broader pool, useful when the customer-standard
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// habit isn't yet established in the data)
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func (s *Store) ListCustomerStandardSuggestions(
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ctx context.Context,
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projectID uuid.UUID,
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includeVerified bool,
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) ([]CustomerStandardSuggestion, error) {
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// Resolve the customer + tenant for the current project.
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var tenantID uuid.UUID
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var customerName string
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err := s.pool.QueryRow(ctx,
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`SELECT tenant_id, COALESCE(customer_name, '') FROM iace_projects WHERE id = $1`,
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projectID,
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).Scan(&tenantID, &customerName)
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if err != nil {
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return nil, fmt.Errorf("resolve project for customer-standards: %w", err)
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}
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customerName = strings.TrimSpace(customerName)
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if customerName == "" {
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return []CustomerStandardSuggestion{}, nil
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}
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filterClause := "m.is_customer_standard = TRUE"
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if includeVerified {
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filterClause = "(m.is_customer_standard = TRUE OR m.status = 'verified')"
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}
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query := fmt.Sprintf(`
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SELECT
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m.name,
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m.reduction_type,
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MAX(m.description) AS description,
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COUNT(DISTINCT p.id) AS source_count,
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array_agg(DISTINCT p.machine_name ORDER BY p.machine_name) AS source_names,
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BOOL_OR(m.is_customer_standard) AS has_customer_std,
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BOOL_OR(m.status = 'verified') AS has_verified
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FROM iace_mitigations m
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JOIN iace_hazards h ON h.id = m.hazard_id
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JOIN iace_projects p ON p.id = h.project_id
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WHERE p.tenant_id = $1
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AND p.id <> $2
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AND p.archived_at IS NULL
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AND LOWER(TRIM(COALESCE(p.customer_name, ''))) = LOWER($3)
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AND %s
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GROUP BY m.name, m.reduction_type
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ORDER BY source_count DESC, m.name
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`, filterClause)
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rows, err := s.pool.Query(ctx, query, tenantID, projectID, customerName)
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if err != nil {
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return nil, fmt.Errorf("query customer-standards: %w", err)
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}
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defer rows.Close()
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var out []CustomerStandardSuggestion
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for rows.Next() {
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var sg CustomerStandardSuggestion
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if scanErr := rows.Scan(
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&sg.Name, &sg.ReductionType, &sg.Description,
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&sg.SourceProjectCount, &sg.SourceProjectNames,
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&sg.IsCustomerStandard, &sg.HasVerifiedInstances,
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); scanErr != nil {
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return nil, fmt.Errorf("scan customer-standards: %w", scanErr)
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}
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out = append(out, sg)
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}
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return out, nil
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}
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// ImportCustomerStandardSuggestion applies a suggestion to the current
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// project: for every hazard in the project whose name matches one of the
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// suggestion's source hazards (by mitigation.name → hazard.name pairing in
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// prior projects), it ensures a relevant + customer-standard mitigation
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// exists. New mitigations are inserted via CreateMitigation (idempotent
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// via UNIQUE(hazard_id, name)), existing ones are flipped to
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// is_relevant=true + is_customer_standard=true + status='verified'.
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//
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// Returns the number of mitigations affected (created + updated).
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func (s *Store) ImportCustomerStandardSuggestion(
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ctx context.Context,
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projectID uuid.UUID,
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mitigationName string,
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) (int, error) {
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// Find tenant + customer of the target project.
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var tenantID uuid.UUID
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var customerName string
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if err := s.pool.QueryRow(ctx,
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`SELECT tenant_id, COALESCE(customer_name, '') FROM iace_projects WHERE id = $1`,
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projectID,
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).Scan(&tenantID, &customerName); err != nil {
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return 0, fmt.Errorf("resolve project: %w", err)
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}
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customerName = strings.TrimSpace(customerName)
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if customerName == "" {
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return 0, fmt.Errorf("project has no customer_name — nothing to reuse")
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}
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// Collect the hazard names this mitigation was attached to in the
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// customer's prior projects + a representative reduction_type/description.
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priorRows, err := s.pool.Query(ctx, `
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SELECT DISTINCT h.name, m.reduction_type, COALESCE(m.description, '')
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FROM iace_mitigations m
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JOIN iace_hazards h ON h.id = m.hazard_id
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JOIN iace_projects p ON p.id = h.project_id
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WHERE p.tenant_id = $1
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AND p.id <> $2
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AND p.archived_at IS NULL
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AND LOWER(TRIM(COALESCE(p.customer_name, ''))) = LOWER($3)
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AND m.name = $4
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`, tenantID, projectID, customerName, mitigationName)
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if err != nil {
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return 0, fmt.Errorf("collect prior hazards: %w", err)
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}
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defer priorRows.Close()
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type proto struct{ hazardName, reductionType, description string }
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var prototypes []proto
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for priorRows.Next() {
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var p proto
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if err := priorRows.Scan(&p.hazardName, &p.reductionType, &p.description); err != nil {
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return 0, err
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}
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prototypes = append(prototypes, p)
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}
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if len(prototypes) == 0 {
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return 0, nil
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}
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// For every prototype hazard name, find the matching hazard in the
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// current project (same name) and ensure a relevant + customer-standard
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// mitigation with mitigationName exists for it.
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affected := 0
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for _, p := range prototypes {
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var hazardIDs []uuid.UUID
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hazRows, err := s.pool.Query(ctx,
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`SELECT id FROM iace_hazards WHERE project_id = $1 AND name = $2`,
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projectID, p.hazardName,
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)
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if err != nil {
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return affected, fmt.Errorf("find target hazards: %w", err)
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}
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for hazRows.Next() {
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var hid uuid.UUID
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if scanErr := hazRows.Scan(&hid); scanErr != nil {
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hazRows.Close()
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return affected, scanErr
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}
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hazardIDs = append(hazardIDs, hid)
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}
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hazRows.Close()
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for _, hid := range hazardIDs {
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// Idempotent insert; UPDATE sets relevance + verified state.
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_, err := s.CreateMitigation(ctx, CreateMitigationRequest{
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HazardID: hid,
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Name: mitigationName,
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Description: p.description,
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ReductionType: ReductionType(p.reductionType),
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})
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if err != nil {
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return affected, fmt.Errorf("create mitigation: %w", err)
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}
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if _, err := s.pool.Exec(ctx, `
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UPDATE iace_mitigations
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SET is_relevant = TRUE,
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is_customer_standard = TRUE,
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status = 'verified',
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updated_at = NOW()
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WHERE hazard_id = $1 AND name = $2
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`, hid, mitigationName); err != nil {
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return affected, fmt.Errorf("upgrade mitigation: %w", err)
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}
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affected++
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}
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}
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return affected, nil
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}
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