Skip to main content

datasynth_generators/project_accounting/
project_generator.rs

1//! Project and WBS hierarchy generator.
2//!
3//! Creates [`Project`] records with [`WbsElement`] hierarchies based on
4//! [`ProjectAccountingConfig`] settings, distributing project types according
5//! to configured weights.
6use chrono::NaiveDate;
7use datasynth_config::schema::{ProjectAccountingConfig, WbsSchemaConfig};
8use datasynth_core::models::{Project, ProjectPool, ProjectStatus, ProjectType, WbsElement};
9use datasynth_core::utils::seeded_rng;
10use rand::prelude::*;
11use rand_chacha::ChaCha8Rng;
12use rust_decimal::Decimal;
13
14/// Generates [`Project`] records with WBS hierarchies.
15pub struct ProjectGenerator {
16    rng: ChaCha8Rng,
17    config: ProjectAccountingConfig,
18}
19
20impl ProjectGenerator {
21    /// Create a new project generator.
22    pub fn new(config: ProjectAccountingConfig, seed: u64) -> Self {
23        Self {
24            rng: seeded_rng(seed, 0),
25            config,
26        }
27    }
28
29    /// Generate a pool of projects with WBS hierarchies.
30    pub fn generate(
31        &mut self,
32        company_code: &str,
33        start_date: NaiveDate,
34        end_date: NaiveDate,
35    ) -> ProjectPool {
36        let count = self.config.project_count as usize;
37        let mut pool = ProjectPool::new();
38
39        for i in 0..count {
40            let project_type = self.pick_project_type();
41            let project_id = format!("PRJ-{:04}", i + 1);
42            let budget = self.generate_budget(project_type);
43
44            let mut project = Project::new(
45                &project_id,
46                &self.project_name(project_type, i),
47                project_type,
48            )
49            .with_budget(budget)
50            .with_company(company_code);
51
52            project.start_date = Some(start_date.to_string());
53            project.end_date = Some(end_date.to_string());
54            project.status = self.pick_status();
55            project.description = self.project_description(project_type);
56            project.responsible_cost_center = format!("{:04}", self.rng.gen_range(1000..9999u32));
57
58            // Generate WBS hierarchy
59            let wbs_elements = self.generate_wbs(&project_id, budget, &self.config.wbs.clone());
60            for wbs in wbs_elements {
61                project.add_wbs_element(wbs);
62            }
63
64            pool.add_project(project);
65        }
66
67        pool
68    }
69
70    /// Pick a project type based on distribution weights.
71    fn pick_project_type(&mut self) -> ProjectType {
72        let dist = &self.config.project_types;
73        let total = dist.capital
74            + dist.internal
75            + dist.customer
76            + dist.r_and_d
77            + dist.maintenance
78            + dist.technology;
79
80        let roll: f64 = self.rng.gen::<f64>() * total;
81        let mut cumulative = 0.0;
82
83        let types = [
84            (dist.capital, ProjectType::Capital),
85            (dist.internal, ProjectType::Internal),
86            (dist.customer, ProjectType::Customer),
87            (dist.r_and_d, ProjectType::RandD),
88            (dist.maintenance, ProjectType::Maintenance),
89            (dist.technology, ProjectType::Technology),
90        ];
91
92        for (weight, pt) in &types {
93            cumulative += weight;
94            if roll < cumulative {
95                return *pt;
96            }
97        }
98
99        ProjectType::Internal
100    }
101
102    /// Pick a project status (most should be Active).
103    fn pick_status(&mut self) -> ProjectStatus {
104        let roll: f64 = self.rng.gen::<f64>();
105        if roll < 0.05 {
106            ProjectStatus::Planned
107        } else if roll < 0.80 {
108            ProjectStatus::Active
109        } else if roll < 0.90 {
110            ProjectStatus::Closing
111        } else if roll < 0.95 {
112            ProjectStatus::Completed
113        } else if roll < 0.98 {
114            ProjectStatus::OnHold
115        } else {
116            ProjectStatus::Cancelled
117        }
118    }
119
120    /// Generate a realistic budget based on project type.
121    fn generate_budget(&mut self, project_type: ProjectType) -> Decimal {
122        let (lo, hi) = match project_type {
123            ProjectType::Capital => (500_000.0, 10_000_000.0),
124            ProjectType::Internal => (50_000.0, 500_000.0),
125            ProjectType::Customer => (100_000.0, 5_000_000.0),
126            ProjectType::RandD => (200_000.0, 3_000_000.0),
127            ProjectType::Maintenance => (25_000.0, 300_000.0),
128            ProjectType::Technology => (100_000.0, 2_000_000.0),
129        };
130        let amount = self.rng.gen_range(lo..hi);
131        Decimal::from_f64_retain(amount)
132            .unwrap_or(Decimal::from(500_000))
133            .round_dp(2)
134    }
135
136    /// Generate WBS elements for a project.
137    fn generate_wbs(
138        &mut self,
139        project_id: &str,
140        total_budget: Decimal,
141        wbs_config: &WbsSchemaConfig,
142    ) -> Vec<WbsElement> {
143        let mut elements = Vec::new();
144        let top_count = self
145            .rng
146            .gen_range(wbs_config.min_elements_per_level..=wbs_config.max_elements_per_level);
147
148        let mut remaining_budget = total_budget;
149
150        for i in 0..top_count {
151            let wbs_id = format!("{}.{:02}", project_id, i + 1);
152            let phase_name = self.phase_name(i);
153
154            // Distribute budget: give equal shares, last element gets remainder
155            let budget = if i == top_count - 1 {
156                remaining_budget
157            } else {
158                let share = (total_budget / Decimal::from(top_count)).round_dp(2);
159                remaining_budget -= share;
160                share
161            };
162
163            let element = WbsElement::new(&wbs_id, project_id, &phase_name).with_budget(budget);
164            elements.push(element);
165
166            // Generate sub-levels if depth > 1
167            if wbs_config.max_depth > 1 {
168                let sub_count = self.rng.gen_range(
169                    wbs_config.min_elements_per_level.min(3)
170                        ..=wbs_config.max_elements_per_level.min(4),
171                );
172                let mut sub_remaining = budget;
173
174                for j in 0..sub_count {
175                    let sub_wbs_id = format!("{}.{:03}", wbs_id, j + 1);
176                    let sub_name = format!("{} - Task {}", phase_name, j + 1);
177
178                    let sub_budget = if j == sub_count - 1 {
179                        sub_remaining
180                    } else {
181                        let share = (budget / Decimal::from(sub_count)).round_dp(2);
182                        sub_remaining -= share;
183                        share
184                    };
185
186                    let sub_element = WbsElement::new(&sub_wbs_id, project_id, &sub_name)
187                        .with_parent(&wbs_id, 2)
188                        .with_budget(sub_budget);
189                    elements.push(sub_element);
190                }
191            }
192        }
193
194        elements
195    }
196
197    fn phase_name(&self, index: u32) -> String {
198        let phases = [
199            "Planning & Design",
200            "Procurement",
201            "Implementation",
202            "Testing & Validation",
203            "Deployment",
204            "Closeout",
205        ];
206        phases
207            .get(index as usize)
208            .unwrap_or(&"Additional Work")
209            .to_string()
210    }
211
212    fn project_name(&self, project_type: ProjectType, index: usize) -> String {
213        let names: &[&str] = match project_type {
214            ProjectType::Capital => &[
215                "Data Center Expansion",
216                "Manufacturing Line Upgrade",
217                "Office Renovation",
218                "Fleet Replacement",
219                "Warehouse Automation",
220                "Plant Equipment Overhaul",
221                "New Facility Construction",
222            ],
223            ProjectType::Internal => &[
224                "Process Improvement Initiative",
225                "Employee Training Program",
226                "Quality Certification",
227                "Lean Six Sigma Rollout",
228                "Culture Transformation",
229                "Knowledge Management System",
230            ],
231            ProjectType::Customer => &[
232                "Enterprise ERP Implementation",
233                "Custom Software Build",
234                "Infrastructure Deployment",
235                "System Integration",
236                "Data Migration Project",
237                "Cloud Platform Build",
238            ],
239            ProjectType::RandD => &[
240                "Next-Gen Product Research",
241                "AI/ML Capability Study",
242                "Materials Science Investigation",
243                "Prototype Development",
244                "Emerging Tech Evaluation",
245                "Patent Portfolio Expansion",
246            ],
247            ProjectType::Maintenance => &[
248                "Annual Equipment Maintenance",
249                "HVAC System Overhaul",
250                "Network Infrastructure Refresh",
251                "Building Repairs",
252                "Software Licensing Renewal",
253                "Safety Compliance Update",
254            ],
255            ProjectType::Technology => &[
256                "ERP System Implementation",
257                "Cloud Migration",
258                "Cybersecurity Enhancement",
259                "Digital Transformation",
260                "IT Infrastructure Upgrade",
261                "Enterprise Data Platform",
262            ],
263        };
264        let name = names[index % names.len()];
265        if index < names.len() {
266            name.to_string()
267        } else {
268            format!("{} Phase {}", name, index / names.len() + 1)
269        }
270    }
271
272    fn project_description(&mut self, project_type: ProjectType) -> String {
273        match project_type {
274            ProjectType::Capital => {
275                "Capital expenditure project for asset acquisition or improvement.".to_string()
276            }
277            ProjectType::Internal => "Internal project for operational improvement.".to_string(),
278            ProjectType::Customer => {
279                "Customer-facing project with contracted deliverables.".to_string()
280            }
281            ProjectType::RandD => "Research and development initiative.".to_string(),
282            ProjectType::Maintenance => "Maintenance and sustainment activities.".to_string(),
283            ProjectType::Technology => "Technology infrastructure or platform project.".to_string(),
284        }
285    }
286}
287
288#[cfg(test)]
289#[allow(clippy::unwrap_used)]
290mod tests {
291    use super::*;
292
293    fn d(s: &str) -> NaiveDate {
294        NaiveDate::parse_from_str(s, "%Y-%m-%d").unwrap()
295    }
296
297    #[test]
298    fn test_generate_projects_default_config() {
299        let mut config = ProjectAccountingConfig::default();
300        config.enabled = true;
301        config.project_count = 10;
302
303        let mut gen = ProjectGenerator::new(config, 42);
304        let pool = gen.generate("TEST", d("2024-01-01"), d("2024-12-31"));
305
306        assert_eq!(pool.projects.len(), 10);
307        for project in &pool.projects {
308            assert!(
309                !project.wbs_elements.is_empty(),
310                "Each project should have WBS elements"
311            );
312            assert!(project.budget > Decimal::ZERO, "Budget should be positive");
313            assert_eq!(project.company_code, "TEST");
314        }
315    }
316
317    #[test]
318    fn test_project_type_distribution() {
319        let mut config = ProjectAccountingConfig::default();
320        config.enabled = true;
321        config.project_count = 100;
322
323        let mut gen = ProjectGenerator::new(config, 42);
324        let pool = gen.generate("TEST", d("2024-01-01"), d("2024-12-31"));
325
326        let customer_count = pool
327            .projects
328            .iter()
329            .filter(|p| p.project_type == ProjectType::Customer)
330            .count();
331
332        // With 0.30 weight for customer, expect roughly 30 out of 100
333        assert!(
334            customer_count >= 15 && customer_count <= 50,
335            "Expected ~30 customer projects, got {}",
336            customer_count
337        );
338    }
339
340    #[test]
341    fn test_wbs_hierarchy_depth() {
342        let mut config = ProjectAccountingConfig::default();
343        config.enabled = true;
344        config.project_count = 5;
345        config.wbs.max_depth = 2;
346
347        let mut gen = ProjectGenerator::new(config, 42);
348        let pool = gen.generate("TEST", d("2024-01-01"), d("2024-12-31"));
349
350        for project in &pool.projects {
351            let has_children = project.wbs_elements.iter().any(|w| w.parent_wbs.is_some());
352            assert!(
353                has_children,
354                "WBS should have child elements when max_depth > 1"
355            );
356        }
357    }
358
359    #[test]
360    fn test_deterministic_generation() {
361        let config = ProjectAccountingConfig::default();
362        let mut gen1 = ProjectGenerator::new(config.clone(), 42);
363        let pool1 = gen1.generate("TEST", d("2024-01-01"), d("2024-12-31"));
364
365        let mut gen2 = ProjectGenerator::new(config, 42);
366        let pool2 = gen2.generate("TEST", d("2024-01-01"), d("2024-12-31"));
367
368        assert_eq!(pool1.projects.len(), pool2.projects.len());
369        for (p1, p2) in pool1.projects.iter().zip(pool2.projects.iter()) {
370            assert_eq!(p1.project_id, p2.project_id);
371            assert_eq!(p1.project_type, p2.project_type);
372            assert_eq!(p1.budget, p2.budget);
373            assert_eq!(p1.wbs_elements.len(), p2.wbs_elements.len());
374        }
375    }
376}