@ossy/consultancy

Consultancy feature package for the Ossy platform — schemas and UI for employees, contracts, company information, vacations, the opportunity → proposal sales pipeline, forecasts, and an assignment margin calculator.

What's included

Pages

| File | Page id | Default paths | |---|---|---| | consultancy.page.jsx | consultancy/home | /consultancy (en), /konsultverksamhet (sv) | | org.page.jsx | consultancy/org | /consultancy/org, /konsultverksamhet/orgdetaljer | | margins.page.jsx | consultancy/margins | /consultancy/margins, /konsultverksamhet/marginaler |

One sidebar item (Consultancy). Overview (home), Margins, and Org Details are in-product tabs under that surface.

The home Overview tab shows fiscal-year KPIs via @ossy/calendar's useForecast / ForecastClient (engine stays in calendar). Org Details shows company data (fiscal years, registration, VAT) via @ossy/calendar's useCompany hook. Margins is a standalone calculator (not yet wired to live resources).

Schemas (ADR 0006)

Document types are defined in *.schema.js. Import canonical ids from ConsultancySchema.

| Schema | Id | Purpose | |--------|-----|---------| | Employee | @ossy/consultancy/schema/employee | Consultant employment records | | Contract | @ossy/consultancy/schema/contract | Client contracts linked to employees | | Company Basic Info | @ossy/consultancy/schema/company-basic-info | Company registration and VAT details | | Vacation | @ossy/consultancy/schema/vacation | Employee vacation periods | | Opportunity | @ossy/consultancy/schema/opportunity | Sales pipeline leads and qualification | | Proposal | @ossy/consultancy/schema/proposal | Draft and sent proposals linked to opportunities | | Calculator | @ossy/consultancy/schema/calculator | Assignment margin form fields (Platform category — not in create picker) |

Document instances are stored under /@ossy/consultancy/ (see the location export in locations.js).

Opportunity → proposal pipeline

These schemas support platform automation workflows:

• Opportunity — tracks lead status (new → qualified → proposal → won / lost / deferred), fit scoring, contact details, and a link to a proposal via linkedProposalId.
• Proposal — references its parent opportunity via opportunityId and progresses through draft → sent → accepted / rejected.

Exports

| Export | Description | |---|---| | CreateConsultancyButton | Add CTA that opens create-document for consultancy schemas | | ConsultancySchema | Canonical schema id constants | | employeeSchema, contractSchema, … | Schema definitions for manifest build | | calculateAssignmentMargin, … | Pure margin / employer-cost helpers | | location | Workspace storage path (/@ossy/consultancy/) | | Definition | Feature metadata for store/sidebar (status: ['beta']) |

Usage

npm install @ossy/consultancy
npm run build

@ossy/app discovers pages automatically via "ossy": { "src": "./src" } in package.json. Schemas are picked up from *.schema.js files at build time.

import { ConsultancySchema, calculateAssignmentMargin } from '@ossy/consultancy'

ConsultancySchema.employee
// => '@ossy/consultancy/schema/employee'

Migration from resource templates

This package migrated from *.resource.js to ADR 0006 schemas. Stored resource.type values changed:

| Before | After | |--------|-------| | @ossy/consultancy/employee | @ossy/consultancy/schema/employee | | @ossy/consultancy/contract | @ossy/consultancy/schema/contract | | @ossy/consultancy/companyBasicInfo | @ossy/consultancy/schema/company-basic-info | | @ossy/consultancy/vacation | @ossy/consultancy/schema/vacation |

Dependencies

| Package | Role | |---|---| | @ossy/schema | Canonical id grammar and schema validation | | @ossy/calendar | DataLoader, useCompany, useForecast | | @ossy/design-system | Layout primitives and Page component | | @ossy/router-react | Page routing | | react | UI |