@lilaquadrat/studio 12.2.0 → 13.0.0

package/lib/src/helpers/shiftPlanAllocation.d.ts

@@ -0,0 +1,53 @@
+import type { ObjectId, WithId } from 'mongodb';
+import type { Shift, ShiftAssignmentBreak, ShiftCoverage, ShiftReportContext, StructureCondition } from '@lilaquadrat/interfaces';
+export interface ShiftFillCandidate {
+    participant: ObjectId;
+    customer: ObjectId;
+    /** The candidate fulfils the shift's required/forbidden constraints. */
+    matching: boolean;
+    /** Absolute break times to carry into the assignment; coverage leaves them to the planner. */
+    breaks?: ShiftAssignmentBreak[];
+}
+export interface ShiftFillTarget {
+    shift: WithId<Shift>;
+    conditions: StructureCondition[];
+    /** Ranked pool; unfit candidates are last but may still fill a shift as a fallback. */
+    candidates: ShiftFillCandidate[];
+}
+export interface ShiftFillPolicy {
+    /** Use matching people as the target instead of total staffing headcount. */
+    matchingGate: boolean;
+    /** Treat break-rule violations as blocking; coverage leaves breaks to the planner. */
+    breaksBlocking: boolean;
+    /** Stop at the first shift that cannot be filled. */
+    stopOnUnfillable: boolean;
+}
+export interface ShiftFillResult {
+    coverage: ShiftCoverage[];
+    fillable: boolean;
+    /** False when stop-on-unfillable ended the run before every target was evaluated. */
+    complete: boolean;
+    /** The targets after allocation; unchanged shifts keep their persisted assignments. */
+    shifts: WithId<Shift>[];
+}
+/** Coverage only needs the counts; kept so existing callers and types stay unchanged. */
+export interface CoverageAllocation {
+    coverage: ShiftCoverage[];
+    fillable: boolean;
+    complete: boolean;
+}
+/**
+ * Fills every target shift greedily in start order, keeping one shared in-memory schedule so a person
+ * already used in a colliding shift cannot be picked again. Only the supplied schedules are compared;
+ * callers decide the conflict scope (the plan's own shifts or the wider neighbourhood).
+ *
+ * Rule checks stay local to the candidate's customer: adding an assignment cannot change another
+ * person's hours, and shifts without that customer cannot conflict. This keeps the work per candidate
+ * proportional to that person's shifts instead of the whole set.
+ *
+ * The policy decides whether matching people or total headcount is the target, whether break violations block, and
+ * whether an unfillable shift ends the run.
+ */
+export declare function allocateShiftFills(schedules: WithId<Shift>[], targets: ShiftFillTarget[], context: Omit<ShiftReportContext, 'schedules'>, policy: ShiftFillPolicy): ShiftFillResult;
+/** Lists retain matching-based coverage; the shifts overview only requires staffing headcount. */
+export declare function allocateShiftCoverage(schedules: WithId<Shift>[], targets: ShiftFillTarget[], context: Omit<ShiftReportContext, 'schedules'>, stopOnUnfillable?: boolean, coverageMode?: 'staffing' | 'matching'): CoverageAllocation;

package/lib/src/helpers/shiftPlanAllocation.js

@@ -0,0 +1,110 @@
+import { reportShift } from './shiftPlanningReports.js';
+import { newScheduleViolations } from './shiftPlanningValidation.js';
+import { structureScore } from './structureMatch.js';
+function evidenceOf(schedules, context, evidence) {
+    return schedules.map((shift) => reportShift(shift, context, false, evidence));
+}
+/**
+ * Fills every target shift greedily in start order, keeping one shared in-memory schedule so a person
+ * already used in a colliding shift cannot be picked again. Only the supplied schedules are compared;
+ * callers decide the conflict scope (the plan's own shifts or the wider neighbourhood).
+ *
+ * Rule checks stay local to the candidate's customer: adding an assignment cannot change another
+ * person's hours, and shifts without that customer cannot conflict. This keeps the work per candidate
+ * proportional to that person's shifts instead of the whole set.
+ *
+ * The policy decides whether matching people or total headcount is the target, whether break violations block, and
+ * whether an unfillable shift ends the run.
+ */
+export function allocateShiftFills(schedules, targets, context, policy) {
+    const liveById = new Map(schedules.map((shift) => [shift._id.toHexString(), shift]));
+    const shiftsByCustomer = new Map();
+    const index = (customer, shift) => {
+        const hex = customer.toHexString();
+        const ids = shiftsByCustomer.get(hex) ?? new Set();
+        ids.add(shift.toHexString());
+        shiftsByCustomer.set(hex, ids);
+    };
+    for (const shift of schedules)
+        for (const assignment of shift.assignments)
+            index(assignment.customer, shift._id);
+    const customerSchedules = (customer) => [...(shiftsByCustomer.get(customer.toHexString()) ?? [])]
+        .map((id) => liveById.get(id)).filter((shift) => shift !== undefined);
+    const baselineByCustomer = new Map();
+    const detailsByParticipant = new Map(context.participantDetails.map((entry) => [entry._id.toHexString(), entry]));
+    const ordered = [...targets].sort((left, right) => left.shift.start.localeCompare(right.shift.start)
+        || left.shift._id.toHexString().localeCompare(right.shift._id.toHexString()));
+    const coverage = [];
+    const shifts = [];
+    let fillable = true;
+    for (const target of ordered) {
+        const current = liveById.get(target.shift._id.toHexString()) ?? target.shift;
+        const requiredPeople = current.requiredPeople ?? 0;
+        const minimumMatching = current.matchingPeople ?? 0;
+        const assigned = [...current.assignments];
+        const assignedParticipants = new Set(assigned.map((assignment) => assignment.participant.toHexString()));
+        const assignedCustomers = new Set(assigned.map((assignment) => assignment.customer.toHexString()));
+        let matching = policy.matchingGate ? assigned.filter((assignment) => {
+            const detail = detailsByParticipant.get(assignment.participant.toHexString());
+            return detail !== undefined && structureScore(target.conditions, detail).state === 'fulfilled';
+        }).length : 0;
+        for (const candidate of target.candidates) {
+            if (policy.matchingGate ? matching >= minimumMatching : assigned.length >= requiredPeople)
+                break;
+            if (policy.matchingGate && !candidate.matching)
+                continue;
+            if (assignedParticipants.has(candidate.participant.toHexString()) || assignedCustomers.has(candidate.customer.toHexString()))
+                continue;
+            const assignment = { participant: candidate.participant, customer: candidate.customer, breaks: candidate.breaks ?? [] };
+            const proposed = { ...current, assignments: [...assigned, assignment] };
+            const customerHex = candidate.customer.toHexString();
+            // A customer's violations only depend on that customer's shifts, so both sides are scoped to them.
+            const others = customerSchedules(candidate.customer).filter((shift) => !shift._id.equals(proposed._id));
+            let baseline = baselineByCustomer.get(customerHex);
+            if (!baseline) {
+                baseline = new Map();
+                evidenceOf(others, { ...context, schedules: others }, baseline);
+                baselineByCustomer.set(customerHex, baseline);
+            }
+            const candidateSchedules = [...others, proposed];
+            const updatedEvidence = new Map();
+            const updated = evidenceOf(candidateSchedules, { ...context, schedules: candidateSchedules }, updatedEvidence);
+            const violations = newScheduleViolations(proposed, current, updated, baseline, updatedEvidence, !policy.breaksBlocking);
+            if (violations.length)
+                continue;
+            assigned.push(assignment);
+            assignedParticipants.add(candidate.participant.toHexString());
+            assignedCustomers.add(customerHex);
+            if (candidate.matching)
+                matching += 1;
+            liveById.set(proposed._id.toHexString(), proposed);
+            index(candidate.customer, proposed._id);
+            baselineByCustomer.delete(customerHex);
+        }
+        const entry = {
+            shift: current._id,
+            title: current.title,
+            start: current.start,
+            end: current.end,
+            requiredPeople,
+            matchingPeople: minimumMatching,
+            assigned: assigned.length,
+            ...(policy.matchingGate ? { matching } : {}),
+            fillable: policy.matchingGate ? matching >= minimumMatching : assigned.length >= requiredPeople,
+        };
+        coverage.push(entry);
+        shifts.push(liveById.get(current._id.toHexString()) ?? current);
+        if (!entry.fillable) {
+            fillable = false;
+            if (policy.stopOnUnfillable)
+                break;
+        }
+    }
+    return { coverage, fillable, complete: coverage.length === targets.length, shifts };
+}
+/** Lists retain matching-based coverage; the shifts overview only requires staffing headcount. */
+export function allocateShiftCoverage(schedules, targets, context, stopOnUnfillable = false, coverageMode = 'matching') {
+    const result = allocateShiftFills(schedules, targets, context, { matchingGate: coverageMode === 'matching', breaksBlocking: false, stopOnUnfillable });
+    return { coverage: result.coverage, fillable: result.fillable, complete: result.complete };
+}
+//# sourceMappingURL=shiftPlanAllocation.js.map

package/lib/src/helpers/shiftPlanAllocation.js.map

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package/lib/src/helpers/shiftPlanCoverage.d.ts

@@ -0,0 +1,2 @@
+export { allocateShiftCoverage, allocateShiftFills } from './shiftPlanAllocation.js';
+export type { CoverageAllocation, ShiftFillCandidate as CoverageCandidate, ShiftFillPolicy, ShiftFillResult, ShiftFillTarget as CoverageTarget, } from './shiftPlanAllocation.js';

package/lib/src/helpers/shiftPlanCoverage.js

@@ -0,0 +1,4 @@
+// The allocation core moved to shiftPlanAllocation.ts so coverage and autofill share one greedy
+// fill; this module keeps the coverage-facing names for existing imports.
+export { allocateShiftCoverage, allocateShiftFills } from './shiftPlanAllocation.js';
+//# sourceMappingURL=shiftPlanCoverage.js.map

package/lib/src/helpers/shiftPlanCoverage.js.map

@@ -0,0 +1 @@
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package/lib/src/helpers/shiftPlanningTime.js

@@ -1,6 +1,11 @@
 import ImmutableError from '../classes/errors/Immutable.error.js';
 export const minuteMilliseconds = 60000;
 export const maximumShiftMilliseconds = 7 * 24 * 60 * minuteMilliseconds;
+// Candidate trials revisit the same instants; bounds keep reuse independent of process lifetime.
+const formatters = new Map();
+const partsByFormatter = new WeakMap();
+const maximumFormatters = 16;
+const maximumLocalParts = 4096;
 export function planningValidation(path, message) {
     throw new ImmutableError('VALIDATION_FAILED', [{
             instancePath: path, schemaPath: '#/shiftPlanning', keyword: 'shiftPlanning', params: {}, message,
@@ -29,19 +34,38 @@ export function interval(start, end) {
     return result;
 }
 export function localFormatter(timeZone) {
+    const cached = formatters.get(timeZone);
+    if (cached)
+        return cached;
     try {
-        return new Intl.DateTimeFormat('en-GB', {
+        const formatter = new Intl.DateTimeFormat('en-GB', {
             timeZone, year: 'numeric', month: '2-digit', day: '2-digit',
             hour: '2-digit', minute: '2-digit', hourCycle: 'h23',
         });
+        if (formatters.size >= maximumFormatters)
+            formatters.delete(formatters.keys().next().value);
+        formatters.set(timeZone, formatter);
+        return formatter;
     }
     catch {
         return planningValidation('/timeZone', 'must be a valid IANA time zone');
     }
 }
 function localParts(formatter, instant) {
+    let cache = partsByFormatter.get(formatter);
+    if (!cache) {
+        cache = new Map();
+        partsByFormatter.set(formatter, cache);
+    }
+    const cached = cache.get(instant);
+    if (cached)
+        return cached;
     const parts = Object.fromEntries(formatter.formatToParts(instant).map((part) => [part.type, part.value]));
-    return { date: `${parts.year.padStart(4, '0')}-${parts.month}-${parts.day}`, clock: `${parts.hour}:${parts.minute}` };
+    const result = { date: `${parts.year.padStart(4, '0')}-${parts.month}-${parts.day}`, clock: `${parts.hour}:${parts.minute}` };
+    if (cache.size >= maximumLocalParts)
+        cache.delete(cache.keys().next().value);
+    cache.set(instant, result);
+    return result;
 }
 export function localDate(instant, timeZone) {
     return localParts(localFormatter(timeZone), Date.parse(instant)).date;

package/lib/src/helpers/shiftPlanningTime.js.map

@@ -1 +1 @@
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package/lib/src/helpers/shiftPlanningValidation.d.ts

@@ -1,5 +1,5 @@
-import { Filter } from 'mongodb';
-import type { ShiftAssignment, ShiftAssignmentBreak, ShiftPlanningPage, ShiftPlanningViolation } from '@lilaquadrat/interfaces';
+import { Filter, WithId } from 'mongodb';
+import type { Shift, ShiftAssignment, ShiftAssignmentBreak, ShiftPlanningPage, ShiftPlanningViolation, ShiftResponse } from '@lilaquadrat/interfaces';
 export declare const planningLimit = 30;
 export declare function assertUniquePlanningIds(values: string[], path: string): void;
 export declare function equalBreaks(left: ShiftAssignmentBreak[], right: ShiftAssignmentBreak[]): boolean;
@@ -8,6 +8,12 @@ export declare function equalAssignment(left: ShiftAssignment, right: ShiftAssig
 export declare function equalAssignmentSets(left: ShiftAssignment[], right: ShiftAssignment[]): boolean;
 /** These identity fields are fixed enums/hex IDs; severity and object property order are deliberately excluded. */
 export declare function violationIdentity(violation: ShiftPlanningViolation): string;
+/**
+ * Violations a proposed assignment adds or worsens. Persisted severities are the baseline, so existing
+ * attention items need not block a safe addition; only the candidate's own changed customers count as
+ * new. Break rules can be ignored while their times are still unknown and get planned later.
+ */
+export declare function newScheduleViolations(candidate: WithId<Shift>, previous: WithId<Shift> | undefined, updated: ShiftResponse[], baseline: Map<string, number>, updatedEvidence: Map<string, number>, ignoreBreaks?: boolean): ShiftPlanningViolation[];
 export declare function planningIntervalFilter<T extends {
     start: string;
     end: string;

package/lib/src/helpers/shiftPlanningValidation.js

@@ -25,6 +25,22 @@ export function equalAssignmentSets(left, right) {
 export function violationIdentity(violation) {
     return [violation.customer, violation.shift, violation.rule, violation.relatedShift ?? '', violation.absence ?? ''].join(':');
 }
+/**
+ * Violations a proposed assignment adds or worsens. Persisted severities are the baseline, so existing
+ * attention items need not block a safe addition; only the candidate's own changed customers count as
+ * new. Break rules can be ignored while their times are still unknown and get planned later.
+ */
+export function newScheduleViolations(candidate, previous, updated, baseline, updatedEvidence, ignoreBreaks = false) {
+    const changedCustomers = new Set(candidate.assignments.filter((assignment) => !previous || previous.start !== candidate.start || previous.end !== candidate.end
+        || !previous.assignments.some((existing) => equalAssignment(existing, assignment))).map((assignment) => assignment.customer.toHexString()));
+    return updated.flatMap((report) => report.violations.filter((violation) => {
+        if (ignoreBreaks && violation.rule === 'breaks')
+            return false;
+        const identity = violationIdentity(violation);
+        return (report._id.equals(candidate._id) && changedCustomers.has(violation.customer))
+            || (updatedEvidence.get(identity) ?? 0) > (baseline.get(identity) ?? 0);
+    }));
+}
 export function planningIntervalFilter(filters) {
     const result = {};
     if (filters.from)

package/lib/src/helpers/shiftPlanningValidation.js.map

@@ -1 +1 @@
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package/lib/src/helpers/structureMatch.js

@@ -55,7 +55,9 @@ export function structureScore(conditions, participant) {
             : answers[structure.id] !== undefined ? answers[structure.id] : userAnswers?.[structure.id];
         const met = structure?.type === 'number' && condition.operator !== undefined && typeof condition.value === 'number'
             ? numberMet(condition.operator, answer, condition.value)
-            : condition.value !== undefined ? answer === condition.value : Boolean(answer);
+            : condition.value !== undefined
+                ? answer === condition.value || (structure?.type === 'select' && Array.isArray(answer) && answer.includes(condition.value))
+                : Boolean(answer);
         if (met)
             matched += 1;
         if (condition.constraint === 'required' && !met)

package/lib/src/helpers/structureMatch.js.map

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package/lib/src/interfaces/ListPlanningParticipant.d.ts

@@ -0,0 +1,17 @@
+import type { ListParticipantMatch, ListParticipants } from '@lilaquadrat/interfaces';
+import type { ObjectId } from 'mongodb';
+export interface ListPlanningParticipant {
+    _id: ObjectId;
+    category?: string;
+    state: ListParticipants['state'];
+    match: ListParticipantMatch & {
+        /** Relative to the full filtered pool; tied-only pools share stage 4. */
+        normalizedScore: 1 | 2 | 3 | 4;
+    };
+    user?: {
+        _id: ObjectId;
+        id?: string;
+        name: string;
+        email?: string;
+    };
+}

package/lib/src/interfaces/ListPlanningParticipant.js

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=ListPlanningParticipant.js.map

package/lib/src/interfaces/ListPlanningParticipant.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"ListPlanningParticipant.js","sourceRoot":"","sources":["../../../src/interfaces/ListPlanningParticipant.ts"],"names":[],"mappings":""}

package/lib/src/interfaces/PlanCoveragePreparation.d.ts

@@ -0,0 +1,17 @@
+import type { ObjectId, WithId } from 'mongodb';
+import type { Shift, ShiftPlan, ShiftPlanningSettings, Structure } from '@lilaquadrat/interfaces';
+import type { CoverageTarget } from '../helpers/shiftPlanCoverage.js';
+/**
+ * Everything a plan coverage run needs after the shared reads. Candidate pools are already ranked
+ * and the ids are the people that must be resolved for reporting, so callers only add the schedule.
+ */
+export interface PlanCoveragePreparation {
+    plan: WithId<ShiftPlan>;
+    shifts: WithId<Shift>[];
+    targets: CoverageTarget[];
+    participantIds: ObjectId[];
+    customerIds: ObjectId[];
+    settings: ShiftPlanningSettings | null;
+    listStructures: WithId<Structure>[];
+    customerStructures: WithId<Structure>[];
+}

package/lib/src/interfaces/PlanCoveragePreparation.js

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=PlanCoveragePreparation.js.map

package/lib/src/interfaces/PlanCoveragePreparation.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"PlanCoveragePreparation.js","sourceRoot":"","sources":["../../../src/interfaces/PlanCoveragePreparation.ts"],"names":[],"mappings":""}

package/lib/src/interfaces/PlanningParticipantsResult.d.ts

@@ -0,0 +1,12 @@
+import type { ShiftScopeCoverage } from '@lilaquadrat/interfaces';
+import type { ListPlanningParticipant } from './ListPlanningParticipant.js';
+/**
+ * Candidate page for a shift or work area, or coverage for a day or plan. `data` is empty when
+ * `coverage` is present.
+ */
+export interface PlanningParticipantsResult {
+    all: number;
+    count: number;
+    data: ListPlanningParticipant[];
+    coverage?: ShiftScopeCoverage;
+}

package/lib/src/interfaces/PlanningParticipantsResult.js

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=PlanningParticipantsResult.js.map

package/lib/src/interfaces/PlanningParticipantsResult.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"PlanningParticipantsResult.js","sourceRoot":"","sources":["../../../src/interfaces/PlanningParticipantsResult.ts"],"names":[],"mappings":""}

package/lib/src/interfaces/ShiftAutofillResult.d.ts

@@ -0,0 +1,6 @@
+import type { ObjectId } from 'mongodb';
+export interface ShiftAutofillResult {
+    shift: ObjectId;
+    /** Assignments anchor list entries rather than customer records. */
+    users: ObjectId[];
+}

package/lib/src/interfaces/ShiftAutofillResult.js

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=ShiftAutofillResult.js.map

package/lib/src/interfaces/ShiftAutofillResult.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"ShiftAutofillResult.js","sourceRoot":"","sources":["../../../src/interfaces/ShiftAutofillResult.ts"],"names":[],"mappings":""}

package/lib/src/interfaces/ShiftReportContextOptions.d.ts

@@ -0,0 +1,9 @@
+import type { ObjectId, WithId } from 'mongodb';
+import type { Shift } from '@lilaquadrat/interfaces';
+import type { PlanCoveragePreparation } from './PlanCoveragePreparation.js';
+export interface ShiftReportContextOptions {
+    replacement?: WithId<Shift>;
+    plan?: ObjectId;
+    schedules?: WithId<Shift>[];
+    preparation?: PlanCoveragePreparation;
+}

package/lib/src/interfaces/ShiftReportContextOptions.js

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=ShiftReportContextOptions.js.map

package/lib/src/interfaces/ShiftReportContextOptions.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"ShiftReportContextOptions.js","sourceRoot":"","sources":["../../../src/interfaces/ShiftReportContextOptions.ts"],"names":[],"mappings":""}

package/lib/src/models/lists.model.js

@@ -1,6 +1,6 @@
 import Modelv2 from '../classes/modelv2.class.js';
 const model = new Modelv2('lists', 'lists');
-model.removeWhenEmpty = ['start', 'end', 'description', 'participants', 'content', 'emails', 'location'];
+model.removeWhenEmpty = ['start', 'end', 'description', 'participants', 'content', 'emails', 'location', 'shiftPlan'];
 model.immutable = ['mode'];
 model.addIndex({
     key: {
@@ -20,6 +20,7 @@ const baseProperties = {
     state: { enum: ['open', 'closed', 'waiting'] },
     start: { type: 'string', format: 'date-time' },
     end: { type: 'string', format: 'date-time' },
+    shiftPlan: { type: 'object' },
 };
 // Common email schema
 const emailsSchema = {

package/lib/src/models/lists.model.js.map

@@ -1 +1 @@
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package/lib/src/services/customers.service.d.ts

@@ -1,11 +1,11 @@
-import { ObjectId, UnorderedBulkOperation, UpdateResult, WithId } from 'mongodb';
+import { FindOptions, ObjectId, UnorderedBulkOperation, UpdateResult, WithId } from 'mongodb';
 import Immutable from '../Immutable.class.js';
 import { CustomerPerson, CustomerCompany, CustomersModelActions, CustomerPersonWithEmail, CreateResult, UserAppWithOptions, BasicData, Options, Customers, History, CustomerImportResult, ObjectIdString, MemberProfileUpdate } from '@lilaquadrat/interfaces';
 import { Location } from '@lilaquadrat/interfaces';
 import { ValidateFunction } from 'ajv';
 export declare class CustomersService extends Immutable<CustomerPerson | CustomerCompany> {
     model: import("../classes/modelv2.class.js").default<Customers, CustomersModelActions>;
-    peopleForPlanning(customers: ObjectId[], company: string): Promise<(CustomerPerson & {
+    peopleForPlanning(customers: ObjectId[], company: string, projection?: FindOptions['projection']): Promise<(CustomerPerson & {
         _id: ObjectId;
     })[]>;
     /** Account, app and project must belong to the same membership entry, not three separate array elements. */

package/lib/src/services/customers.service.js

@@ -24,8 +24,8 @@ export class CustomersService extends Immutable {
         super(...arguments);
         this.model = CustomersModel;
     }
-    peopleForPlanning(customers, company) {
-        return this.model.db.find({ _id: { $in: customers }, company, type: 'person' }).toArray();
+    peopleForPlanning(customers, company, projection) {
+        return this.model.db.find({ _id: { $in: customers }, company, type: 'person' }, { projection }).toArray();
     }
     /** Account, app and project must belong to the same membership entry, not three separate array elements. */
     memberForPlanning(customer, options) {