Sprint 2 engine: TCO, investment, ramp-aware cash flow, scenarios, planner overrides, shelfware, KB curation

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

src/lib/store.ts

@@ -1,8 +1,9 @@
 import crypto from "node:crypto";
 import fs from "node:fs/promises";
 import path from "node:path";
-import type { Assessment, AssessmentSummary, Catalog, KnowledgeBase, Survey } from "./types";
+import type { Assessment, AssessmentSummary, Branding, Catalog, KnowledgeBase, Snapshot, SnapshotMeta, Survey } from "./types";
 import { DEFAULT_WEIGHTS, rollup } from "./scoring";
+import { evaluate } from "./finance";
 import { forgetAssessment, learnFromAssessment } from "./kb";
 import { isSurveyToken } from "./survey";
 
@@ -11,6 +12,8 @@ const CATALOG_PATH = path.join(DATA_DIR, "catalog.json");
 const KB_PATH = path.join(DATA_DIR, "knowledge-base.json");
 const ASSESSMENT_DIR = path.join(DATA_DIR, "assessments");
 const SURVEY_DIR = path.join(DATA_DIR, "surveys");
+const SNAPSHOT_DIR = path.join(DATA_DIR, "snapshots");
+const SETTINGS_PATH = path.join(DATA_DIR, "settings.json");
 
 async function readJson<T>(file: string): Promise<T> {
   return JSON.parse(await fs.readFile(file, "utf8")) as T;
@@ -73,6 +76,7 @@ export async function listAssessments(): Promise<AssessmentSummary[]> {
         preparedBy: a.preparedBy,
         createdAt: a.createdAt,
         updatedAt: a.updatedAt,
+        status: a.status ?? "open",
         candidateCount: a.candidates.length,
         annualSpend: r.addressableSpend,
         annualSavings: r.totalAnnualSavings,
@@ -114,6 +118,7 @@ export async function deleteAssessment(id: string) {
   await fs.rm(assessmentPath(id), { force: true });
 
   for (const sv of await listSurveys(id)) await fs.rm(surveyPath(sv.id), { force: true });
+  await fs.rm(path.join(SNAPSHOT_DIR, id), { recursive: true, force: true });
 
   try {
     const kb = await getKnowledgeBase();
@@ -236,3 +241,71 @@ export async function mutateSurvey(id: string, fn: (s: Survey) => void | string)
 export async function deleteSurvey(id: string) {
   await fs.rm(surveyPath(id), { force: true });
 }
+
+/* ------------------------------------------------------------ branding */
+
+export const DEFAULT_BRANDING: Branding = { companyName: "", accent: "#005C8A", logo: "" };
+
+export async function getBranding(): Promise<Branding> {
+  try {
+    return { ...DEFAULT_BRANDING, ...(await readJson<Partial<Branding>>(SETTINGS_PATH)) };
+  } catch {
+    return { ...DEFAULT_BRANDING };
+  }
+}
+
+export async function saveBranding(b: Branding): Promise<Branding> {
+  await writeJson(SETTINGS_PATH, b);
+  return b;
+}
+
+/* ------------------------------------------------------------ snapshots */
+
+const snapshotDir = (assessmentId: string) => {
+  if (!isSafeId(assessmentId)) throw new Error(`Invalid assessment id: ${assessmentId}`);
+  return path.join(SNAPSHOT_DIR, assessmentId);
+};
+
+export async function listSnapshots(assessmentId: string): Promise<SnapshotMeta[]> {
+  const dir = snapshotDir(assessmentId);
+  await fs.mkdir(dir, { recursive: true });
+  const out: SnapshotMeta[] = [];
+  for (const f of await fs.readdir(dir)) {
+    if (!f.endsWith(".json")) continue;
+    try {
+      const { assessment: _a, ...meta } = await readJson<Snapshot>(path.join(dir, f));
+      out.push(meta);
+    } catch {
+      // Skip a damaged snapshot rather than hiding the rest.
+    }
+  }
+  return out.sort((x, y) => y.createdAt.localeCompare(x.createdAt));
+}
+
+export async function getSnapshot(assessmentId: string, id: string): Promise<Snapshot | null> {
+  if (!/^[a-z0-9-]{1,40}$/.test(id)) return null;
+  try {
+    return await readJson<Snapshot>(path.join(snapshotDir(assessmentId), `${id}.json`));
+  } catch {
+    return null;
+  }
+}
+
+/** Freezes the assessment as it stands, with its headline, under a label. */
+export async function createSnapshot(a: Assessment, label: string, trigger: SnapshotMeta["trigger"]): Promise<SnapshotMeta> {
+  const catalog = await getCatalog();
+  const e = evaluate(a, catalog);
+  const createdAt = new Date().toISOString();
+  const snap: Snapshot = {
+    id: `${createdAt.replace(/[^0-9]/g, "").slice(0, 14)}-${crypto.randomBytes(3).toString("hex")}`,
+    assessmentId: a.id,
+    label: label.trim().slice(0, 120) || "Snapshot",
+    trigger,
+    createdAt,
+    headline: { netAnnual: e.cash.runRateNet, horizonNet: e.cash.horizonNet, tools: e.r.toolsRetired },
+    assessment: structuredClone(a),
+  };
+  await writeJson(path.join(snapshotDir(a.id), `${snap.id}.json`), snap);
+  const { assessment: _a, ...meta } = snap;
+  return meta;
+}