NetForge/.planning/phases/03-operational-modules/03-05-SUMMARY.md

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, duration, completed

phase	plan	subsystem	tags	requires	provides	affects	tech-stack	key-files	key-decisions	patterns-established	duration	completed
03-operational-modules	05	api	prisma postgresql technician compensation per-job salary hybrid job-type-rates tenant-isolation	phase provides 03-04 JobOrder model (COMPLETED status used for per-job compensation calculation), job type string on each order phase provides 03-01 Zone model (technicianProfile.zoneId FK) phase provides 01-04 CASL AppSubjects/AppActions types that TechnicianProfile and JobTypeRate are added to	TechnicianProfile model with CompensationModel enum (PER_JOB/SALARY/HYBRID), skills[], zoneId, monthlySalary JobTypeRate model for tenant-level per-job bonus rates by jobType string technician-service.ts createTechnicianProfile, updateTechnicianProfile, getTechnicianProfile, getTechnicianProfileByUserId, listTechnicians compensation-service.ts getCompensationSummary (per-technician totals for all 3 models), getTechnicianCompensationDetail (job-by-job) 6 API routes GET/POST /api/technicians, GET/PUT /api/technicians/[id], GET /api/technicians/[id]/compensation, GET/POST /api/job-type-rates, PUT /api/job-type-rates/[id], GET /api/reports/compensation 27 integration tests all 3 compensation models, edge cases, cross-tenant isolation	Phase 4 (inventory may link to technicianProfiles for equipment checkout) Phase 5 (reporting dashboards may aggregate compensation data)	added patterns Missing rate = 0: rateMap.get(jobType) ?? new Prisma.Decimal(0) — no error on unknown job types CompensationModel switch in service: PER_JOB baseSalary=0, SALARY jobBonus=0, HYBRID both Cross-model validation at service layer: monthlySalary required check before profile creation Prisma one-to-many for User.technicianProfiles[]: compound @@unique([tenantId, userId]) enforces one-per-tenant at DB level	created modified prisma/migrations/20260305000851_add_technician_profiles/migration.sql src/lib/services/technician-service.ts src/lib/services/compensation-service.ts src/app/api/technicians/route.ts src/app/api/technicians/[id]/route.ts src/app/api/technicians/[id]/compensation/route.ts src/app/api/job-type-rates/route.ts src/app/api/job-type-rates/[id]/route.ts src/app/api/reports/compensation/route.ts src/lib/__tests__/compensation-service.test.ts prisma/schema.prisma src/lib/prisma-tenant.ts src/lib/casl/types.ts src/lib/casl/permissions.ts	User.technicianProfiles as one-to-many (not one-to-one): Prisma one-to-one requires @unique on FK field, incompatible with compound @@unique([tenantId,userId]); one-to-many + findFirst enforces same logical constraint Missing job type rate defaults to 0: rateMap.get() ?? Decimal(0) — no throws on unknown job types per plan spec SALARY model detail includes job list with rate=0 per job: preserves consistent detail shape across all models TechnicianProfile and JobTypeRate added to CASL AppSubjects: ADMIN gets manage-all, OFFICE_STAFF gets read+update on TechnicianProfile and read on JobTypeRate Cleanup order in tests: jobOrders -> tickets -> ticketCategories -> jobTypeRates -> technicianProfiles -> zoneAssignments -> subscribers -> zones -> servicePlans -> users -> tenant	Compensation calculation: load profiles, load all rates into Map, iterate profiles with per-job filter by completedAt range Rate lookup: buildRateMap() returns Map<jobType, Decimal>; missing key = 0 (not error) All 3 models handled by model-switch logic in service: if PER_JOB|HYBRID -> jobBonus else 0; if SALARY|HYBRID -> baseSalary else 0	9min	2026-03-05

Phase 3 Plan 05: Technician Management Summary

TechnicianProfile/JobTypeRate models with hybrid compensation engine (PER_JOB/SALARY/HYBRID), missing-rate-defaults-to-0 edge case, 6 API routes, and 27 passing integration tests — Phase 3 complete

Performance

• Duration: 9 min
• Started: 2026-03-05T00:07:21Z
• Completed: 2026-03-05T00:17:08Z
• Tasks: 2
• Files modified: 14

Accomplishments

• TechnicianProfile model with CompensationModel enum (PER_JOB/SALARY/HYBRID), skills array, zone FK, monthlySalary; JobTypeRate model with @@unique([tenantId,jobType]); migration applied
• CompensationService calculates all 3 models: PER_JOB (job bonuses only), SALARY (base only), HYBRID (base + bonuses); missing rates default to 0 (not error); only COMPLETED jobs in date range count
• 6 API routes: full CRUD for technician profiles, job type rates CRUD, compensation detail per technician, compensation summary report
• 27 integration tests covering all 3 models, missing rate edge case, CANCELLED/PENDING exclusion, date range filtering, summary + detail breakdown, cross-tenant isolation — all green on first run

Task Commits

Each task was committed atomically:

1. Task 1: TechnicianProfile/JobTypeRate schema, migration, tenant scoping - 230b0ec (feat)
2. Task 2: Technician service, compensation service, APIs, and 27 integration tests - fba2ba4 (feat)

Plan metadata: (docs commit below)

Files Created/Modified

• prisma/schema.prisma - Added CompensationModel enum, TechnicianProfile model, JobTypeRate model, reverse relations on User and Zone
• prisma/migrations/20260305000851_add_technician_profiles/migration.sql - Migration adding technician_profiles and job_type_rates tables
• src/lib/prisma-tenant.ts - Added technicianProfile and jobTypeRate to TENANT_SCOPED_MODELS with full 12-operation extension blocks
• src/lib/casl/types.ts - Added TechnicianProfile and JobTypeRate to AppSubjects union
• src/lib/casl/permissions.ts - OFFICE_STAFF: read+update TechnicianProfile, read JobTypeRate
• src/lib/services/technician-service.ts - Full CRUD: createTechnicianProfile (validates TECHNICIAN role), updateTechnicianProfile, getTechnicianProfile, getTechnicianProfileByUserId, listTechnicians
• src/lib/services/compensation-service.ts - getCompensationSummary, getTechnicianCompensationDetail with all 3 models and missing-rate-defaults-to-0
• src/app/api/technicians/route.ts - GET (list), POST (create)
• src/app/api/technicians/[id]/route.ts - GET (single), PUT (update)
• src/app/api/technicians/[id]/compensation/route.ts - GET (job-by-job detail for period)
• src/app/api/job-type-rates/route.ts - GET (list), POST (create)
• src/app/api/job-type-rates/[id]/route.ts - PUT (update rate/description/isActive)
• src/app/api/reports/compensation/route.ts - GET (summary report with optional technician filter)
• src/lib/__tests__/compensation-service.test.ts - 27 integration tests

Decisions Made

• User.technicianProfiles as one-to-many (not one-to-one): Prisma requires @unique on the FK field for one-to-one, incompatible with compound @@unique([tenantId,userId]); one-to-many + findFirst provides the same logical guarantee at the application layer
• Missing job type rate = 0 bonus: rateMap.get(jobType) ?? Decimal(0) — plan spec requires this to be a non-error default
• SALARY model detail returns jobs with rate=0 per job: preserves consistent API shape across all 3 models (detail always has a jobs array)
• TechnicianProfile and JobTypeRate added to CASL AppSubjects: enables withPermission() middleware to gate these endpoints; ADMIN gets manage-all via existing rule

Deviations from Plan

Auto-fixed Issues

1. [Rule 1 - Bug] Prisma one-to-one relation validation failure for User.technicianProfile

• Found during: Task 1 (migration)
• Issue: Plan specified TechnicianProfile? on User (one-to-one) but Prisma validation requires @unique on the FK field (userId) for one-to-one relations. The compound @@unique([tenantId, userId]) does not satisfy Prisma's check.
• Fix: Changed User side to technicianProfiles TechnicianProfile[] (one-to-many); application code uses findFirst to enforce the one-per-tenant constraint; database @@unique([tenantId, userId]) enforces the constraint at DB level
• Files modified: prisma/schema.prisma
• Verification: Migration applied successfully; tsc --noEmit passes
• Committed in: 230b0ec (Task 1 commit)

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Total deviations: 1 auto-fixed (1 bug — Prisma schema validation) Impact on plan: Minimal. The logical constraint (one profile per user per tenant) is preserved at the DB level. No scope creep.

Issues Encountered

None — all 27 tests passed on the first run.

User Setup Required

None - no external service configuration required.

Next Phase Readiness

• Phase 3 (Operational Modules) is now 100% complete: Zones, Collections, Ticketing, Job Orders, Technician Management all done
• TechnicianProfile is ready for Phase 4 inventory integration (equipment checkout by technician)
• Compensation report is ready for Phase 5 dashboard/reporting integration
• CASL permission matrix is extended with TechnicianProfile and JobTypeRate for Phase 4/5 use

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Phase: 03-operational-modules Completed: 2026-03-05