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breakpilot-compliance/ai-compliance-sdk/internal/iace/store_customer_standards.go
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feat(iace): Customer-Standard-Reuse across customer's prior projects
[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>
2026-05-18 22:31:30 +02:00

212 lines
7.1 KiB
Go

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