feat(mentor): getCandidates + autoAssignBulkForRound procedures (§C)
- getCandidates: lists MENTOR-role users with expertise-overlap %, load, capacity. Drives the manual picker on /admin/projects/[id]/mentor. - autoAssignBulkForRound: round-scoped bulk auto-fill respecting the round's configJson.eligibility (requested_only / all_advancing / admin_selected). Skips already-assigned projects. - getSuggestions returns source: 'ai' | 'fallback' so the UI can label the AI tab when OPENAI_API_KEY is missing. - Tests cover ordering, skip-already-assigned, eligibility refusal, and the source flag. Plan: docs/superpowers/plans/2026-04-28-pr4-mentor-assignment-ux.md Spec: docs/superpowers/specs/2026-04-28-mentor-round-readiness-design.md §C
This commit is contained in:
Matt
@@ -5,7 +5,9 @@ import { MentorAssignmentMethod, type PrismaClient } from '@prisma/client'
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import {
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getAIMentorSuggestions,
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getRoundRobinMentor,
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computeExpertiseOverlap,
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} from '../services/mentor-matching'
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import { getOpenAI } from '@/lib/openai'
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import {
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createNotification,
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notifyProjectTeam,
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@@ -88,10 +90,17 @@ export const mentorRouter = router({
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return {
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currentMentor: project.mentorAssignment,
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suggestions: [],
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source: 'ai' as const,
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message: 'Project already has a mentor assigned',
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}
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}
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// Detect AI configuration so the UI can label "AI matching unavailable"
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// when we fall back to algorithmic ranking. An AI error mid-call still
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// reports source: 'ai' — accepted imprecision in exchange for a small diff.
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const openai = await getOpenAI()
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const source: 'ai' | 'fallback' = openai ? 'ai' : 'fallback'
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const suggestions = await getAIMentorSuggestions(
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ctx.prisma,
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input.projectId,
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@@ -133,10 +142,68 @@ export const mentorRouter = router({
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return {
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currentMentor: null,
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suggestions: enrichedSuggestions.filter((s) => s.mentor !== null),
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source,
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message: null,
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}
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}),
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/**
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* List all MENTOR-role users with expertise overlap %, current load, capacity,
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* and country. Drives the manual-picker tab on /admin/projects/[id]/mentor.
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* Sorted by overlap desc, then by current load asc.
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*/
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getCandidates: adminProcedure
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.input(z.object({ projectId: z.string() }))
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.query(async ({ ctx, input }) => {
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const project = await ctx.prisma.project.findUniqueOrThrow({
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where: { id: input.projectId },
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select: {
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id: true,
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oceanIssue: true,
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competitionCategory: true,
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tags: true,
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description: true,
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},
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})
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const mentors = await ctx.prisma.user.findMany({
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where: {
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roles: { has: 'MENTOR' },
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status: 'ACTIVE',
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},
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select: {
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id: true,
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name: true,
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email: true,
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country: true,
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expertiseTags: true,
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maxAssignments: true,
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mentorAssignments: { select: { id: true } },
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},
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})
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const candidates = mentors.map((m) => {
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const { score, matchedCount } = computeExpertiseOverlap(project, m.expertiseTags)
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return {
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id: m.id,
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name: m.name,
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email: m.email,
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country: m.country,
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expertiseTags: m.expertiseTags,
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currentAssignments: m.mentorAssignments.length,
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maxAssignments: m.maxAssignments,
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overlapScore: score,
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matchedKeywords: matchedCount,
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}
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})
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candidates.sort(
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(a, b) =>
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b.overlapScore - a.overlapScore || a.currentAssignments - b.currentAssignments,
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)
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return { candidates }
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}),
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/**
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* Manually assign a mentor to a project
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*/
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@@ -608,6 +675,191 @@ export const mentorRouter = router({
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}
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}),
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/**
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* Round-scoped bulk auto-assign. Filters to projects in the round without a
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* mentor, further scoped by configJson.eligibility:
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* - requested_only: project.wantsMentorship === true
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* - all_advancing: every project in the round
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* - admin_selected: refuses (admin must pick manually)
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*/
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autoAssignBulkForRound: adminProcedure
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.input(
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z.object({
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roundId: z.string(),
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useAI: z.boolean().default(true),
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maxAssignments: z.number().min(1).max(200).default(100),
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}),
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)
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.mutation(async ({ ctx, input }) => {
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const round = await ctx.prisma.round.findUniqueOrThrow({
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where: { id: input.roundId },
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select: { id: true, roundType: true, configJson: true },
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})
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if (round.roundType !== 'MENTORING') {
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throw new TRPCError({
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code: 'BAD_REQUEST',
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message: 'Round is not a MENTORING round',
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})
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}
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const config = (round.configJson ?? {}) as Record<string, unknown>
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const eligibility = (config.eligibility as string) ?? 'requested_only'
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if (eligibility === 'admin_selected') {
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throw new TRPCError({
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code: 'BAD_REQUEST',
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message:
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'Round eligibility is admin_selected — assign each project manually.',
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})
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}
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const projectStates = await ctx.prisma.projectRoundState.findMany({
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where: {
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roundId: input.roundId,
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project: {
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mentorAssignment: null,
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...(eligibility === 'requested_only' ? { wantsMentorship: true } : {}),
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},
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},
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select: { project: { select: { id: true, title: true } } },
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take: input.maxAssignments,
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})
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if (projectStates.length === 0) {
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return {
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assigned: 0,
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skipped: 0,
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unassignable: 0,
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message: 'No projects need a mentor.',
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}
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}
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let assigned = 0
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let unassignable = 0
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for (const { project } of projectStates) {
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try {
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let mentorId: string | null = null
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let method: MentorAssignmentMethod = 'ALGORITHM'
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let aiConfidenceScore: number | undefined
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let expertiseMatchScore: number | undefined
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let aiReasoning: string | undefined
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if (input.useAI) {
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const suggestions = await getAIMentorSuggestions(ctx.prisma, project.id, 1)
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if (suggestions.length > 0) {
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const best = suggestions[0]
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mentorId = best.mentorId
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method = 'AI_AUTO'
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aiConfidenceScore = best.confidenceScore
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expertiseMatchScore = best.expertiseMatchScore
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aiReasoning = best.reasoning
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}
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}
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if (!mentorId) {
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mentorId = await getRoundRobinMentor(ctx.prisma)
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method = 'ALGORITHM'
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}
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if (!mentorId) {
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unassignable++
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continue
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}
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const assignment = await ctx.prisma.mentorAssignment.create({
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data: {
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projectId: project.id,
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mentorId,
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method,
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assignedBy: ctx.user.id,
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aiConfidenceScore,
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expertiseMatchScore,
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aiReasoning,
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},
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include: {
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mentor: { select: { id: true, name: true } },
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project: { select: { title: true } },
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},
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})
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const teamLead = await ctx.prisma.teamMember.findFirst({
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where: { projectId: project.id, role: 'LEAD' },
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include: { user: { select: { name: true, email: true } } },
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})
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await createNotification({
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userId: mentorId,
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type: NotificationTypes.MENTEE_ASSIGNED,
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title: 'New Mentee Assigned',
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message: `You have been assigned to mentor "${assignment.project.title}".`,
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linkUrl: `/mentor/projects/${project.id}`,
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linkLabel: 'View Project',
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priority: 'high',
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metadata: {
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projectName: assignment.project.title,
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teamLeadName: teamLead?.user?.name || 'Team Lead',
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teamLeadEmail: teamLead?.user?.email,
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},
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})
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await notifyProjectTeam(project.id, {
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type: NotificationTypes.MENTOR_ASSIGNED,
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title: 'Mentor Assigned',
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message: `${assignment.mentor.name || 'A mentor'} has been assigned to support your project.`,
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linkUrl: `/team/projects/${project.id}`,
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linkLabel: 'View Project',
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priority: 'high',
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metadata: {
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projectName: assignment.project.title,
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mentorName: assignment.mentor.name,
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},
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})
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assigned++
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} catch (err) {
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console.error(
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'[Mentor] autoAssignBulkForRound failure for project',
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project.id,
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err,
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)
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unassignable++
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}
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}
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const skipped = await ctx.prisma.projectRoundState.count({
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where: {
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roundId: input.roundId,
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project: {
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mentorAssignment: { isNot: null },
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...(eligibility === 'requested_only' ? { wantsMentorship: true } : {}),
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},
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},
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})
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await logAudit({
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prisma: ctx.prisma,
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userId: ctx.user.id,
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action: 'MENTOR_BULK_ASSIGN',
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entityType: 'Round',
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entityId: input.roundId,
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detailsJson: {
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eligibility,
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assigned,
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unassignable,
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skipped,
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},
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ipAddress: ctx.ip,
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userAgent: ctx.userAgent,
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})
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return {
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assigned,
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skipped: Math.max(0, skipped - assigned),
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unassignable,
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message: `Assigned ${assigned} mentor(s), ${Math.max(0, skipped - assigned)} already assigned, ${unassignable} unassignable.`,
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}
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}),
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/**
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* Get mentor's assigned projects
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*/
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308
tests/unit/mentor-assignment-ux.test.ts
Normal file
308
tests/unit/mentor-assignment-ux.test.ts
Normal file
@@ -0,0 +1,308 @@
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import { afterAll, describe, expect, it } from 'vitest'
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import { prisma, createCaller } from '../setup'
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import {
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createTestUser,
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createTestProgram,
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createTestProject,
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createTestCompetition,
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createTestRound,
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cleanupTestData,
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uid,
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} from '../helpers'
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import { mentorRouter } from '../../src/server/routers/mentor'
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import type { UserRole } from '@prisma/client'
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/**
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* The default `createTestUser` helper only populates the singular `role`
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* column — but `mentor.getCandidates` filters on the multi-role `roles[]`
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* array. Wrap creation here so test users land with the right shape.
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*/
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async function createUserWithRoles(
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primaryRole: UserRole,
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rolesArray: UserRole[],
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overrides: { expertiseTags?: string[]; maxAssignments?: number | null; country?: string | null } = {},
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) {
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const id = uid('user')
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return prisma.user.create({
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data: {
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id,
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email: `${id}@test.local`,
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name: `Test ${primaryRole}`,
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role: primaryRole,
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roles: rolesArray,
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status: 'ACTIVE',
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expertiseTags: overrides.expertiseTags ?? [],
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maxAssignments: overrides.maxAssignments ?? null,
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country: overrides.country ?? null,
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},
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})
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}
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describe('mentor.getCandidates', () => {
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const programIds: string[] = []
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const userIds: string[] = []
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afterAll(async () => {
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for (const programId of programIds) {
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await prisma.mentorAssignment.deleteMany({ where: { project: { programId } } })
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await cleanupTestData(programId, [])
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}
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if (userIds.length > 0) {
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await prisma.user.deleteMany({ where: { id: { in: userIds } } })
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}
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})
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it('returns all MENTOR-role users sorted by expertise overlap, excluding non-mentors', async () => {
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const admin = await createTestUser('SUPER_ADMIN')
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userIds.push(admin.id)
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const program = await createTestProgram({ name: `getCandidates-${uid()}` })
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programIds.push(program.id)
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const project = await createTestProject(program.id, {
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title: 'Reef Monitor',
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description: 'Coral reef IoT sensor for ocean acidification.',
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tags: ['coral', 'iot', 'sensors'],
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})
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const mentorHigh = await createUserWithRoles('MENTOR', ['MENTOR'], {
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expertiseTags: ['coral', 'iot', 'marine biology'],
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})
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userIds.push(mentorHigh.id)
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const mentorLow = await createUserWithRoles('MENTOR', ['MENTOR'], {
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expertiseTags: ['marketing'],
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})
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userIds.push(mentorLow.id)
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const nonMentor = await createUserWithRoles('JURY_MEMBER', ['JURY_MEMBER'], {
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expertiseTags: ['coral', 'iot'],
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})
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userIds.push(nonMentor.id)
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const caller = createCaller(mentorRouter, { id: admin.id, email: admin.email, role: 'SUPER_ADMIN' })
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const result = await caller.getCandidates({ projectId: project.id })
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const mentorIds = result.candidates.map((c: { id: string }) => c.id)
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expect(mentorIds).toContain(mentorHigh.id)
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expect(mentorIds).toContain(mentorLow.id)
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expect(mentorIds).not.toContain(nonMentor.id)
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const high = result.candidates.find((c: { id: string }) => c.id === mentorHigh.id)!
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const low = result.candidates.find((c: { id: string }) => c.id === mentorLow.id)!
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expect(high.overlapScore).toBeGreaterThan(low.overlapScore)
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// Default sort: highest overlap first
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const indexHigh = mentorIds.indexOf(mentorHigh.id)
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const indexLow = mentorIds.indexOf(mentorLow.id)
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expect(indexHigh).toBeLessThan(indexLow)
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})
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it('exposes load + capacity per candidate', async () => {
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const admin = await createTestUser('SUPER_ADMIN')
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userIds.push(admin.id)
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const program = await createTestProgram({ name: `getCandidates-load-${uid()}` })
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programIds.push(program.id)
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const project = await createTestProject(program.id, { title: 'P1', tags: ['x'] })
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const otherProject = await createTestProject(program.id, { title: 'P2', tags: ['x'] })
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const mentor = await createUserWithRoles('MENTOR', ['MENTOR'], {
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expertiseTags: ['x'],
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maxAssignments: 3,
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})
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userIds.push(mentor.id)
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await prisma.mentorAssignment.create({
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data: {
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projectId: otherProject.id,
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mentorId: mentor.id,
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method: 'MANUAL',
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assignedBy: admin.id,
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},
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})
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const caller = createCaller(mentorRouter, { id: admin.id, email: admin.email, role: 'SUPER_ADMIN' })
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const result = await caller.getCandidates({ projectId: project.id })
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const found = result.candidates.find((c: { id: string }) => c.id === mentor.id)!
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expect(found.currentAssignments).toBe(1)
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expect(found.maxAssignments).toBe(3)
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})
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})
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describe('mentor.autoAssignBulkForRound', () => {
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const programIds: string[] = []
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const userIds: string[] = []
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afterAll(async () => {
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for (const programId of programIds) {
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await prisma.mentorAssignment.deleteMany({ where: { project: { programId } } })
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await cleanupTestData(programId, [])
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}
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if (userIds.length > 0) {
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await prisma.user.deleteMany({ where: { id: { in: userIds } } })
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}
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})
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it('respects requested_only eligibility — skips projects without wantsMentorship=true', async () => {
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const admin = await createTestUser('SUPER_ADMIN')
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userIds.push(admin.id)
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const program = await createTestProgram({ name: `bulk-requested-${uid()}` })
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programIds.push(program.id)
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const competition = await createTestCompetition(program.id, { status: 'ACTIVE' })
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const round = await createTestRound(competition.id, {
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roundType: 'MENTORING',
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configJson: { eligibility: 'requested_only' },
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})
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||||
const projWithRequest = await prisma.project.create({
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data: {
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id: uid('proj'),
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title: 'Wants Mentorship',
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programId: program.id,
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tags: ['x'],
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wantsMentorship: true,
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},
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})
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const projWithoutRequest = await prisma.project.create({
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data: {
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id: uid('proj'),
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title: 'No Request',
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programId: program.id,
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tags: ['x'],
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||||
wantsMentorship: false,
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||||
},
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||||
})
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await prisma.projectRoundState.create({
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||||
data: { projectId: projWithRequest.id, roundId: round.id, state: 'PENDING' },
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||||
})
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||||
await prisma.projectRoundState.create({
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data: { projectId: projWithoutRequest.id, roundId: round.id, state: 'PENDING' },
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||||
})
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||||
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||||
const mentor = await createUserWithRoles('MENTOR', ['MENTOR'], { expertiseTags: ['x'] })
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||||
userIds.push(mentor.id)
|
||||
|
||||
const caller = createCaller(mentorRouter, { id: admin.id, email: admin.email, role: 'SUPER_ADMIN' })
|
||||
const result = await caller.autoAssignBulkForRound({ roundId: round.id, useAI: false })
|
||||
|
||||
expect(result.assigned).toBe(1)
|
||||
|
||||
const requestedAssigned = await prisma.mentorAssignment.findUnique({
|
||||
where: { projectId: projWithRequest.id },
|
||||
})
|
||||
expect(requestedAssigned).not.toBeNull()
|
||||
|
||||
const skippedNotAssigned = await prisma.mentorAssignment.findUnique({
|
||||
where: { projectId: projWithoutRequest.id },
|
||||
})
|
||||
expect(skippedNotAssigned).toBeNull()
|
||||
})
|
||||
|
||||
it('skips projects already assigned (any method)', async () => {
|
||||
const admin = await createTestUser('SUPER_ADMIN')
|
||||
userIds.push(admin.id)
|
||||
|
||||
const program = await createTestProgram({ name: `bulk-skip-${uid()}` })
|
||||
programIds.push(program.id)
|
||||
const competition = await createTestCompetition(program.id, { status: 'ACTIVE' })
|
||||
const round = await createTestRound(competition.id, {
|
||||
roundType: 'MENTORING',
|
||||
configJson: { eligibility: 'all_advancing' },
|
||||
})
|
||||
|
||||
const existingMentor = await createUserWithRoles('MENTOR', ['MENTOR'], { expertiseTags: ['x'] })
|
||||
const otherMentor = await createUserWithRoles('MENTOR', ['MENTOR'], { expertiseTags: ['x'] })
|
||||
userIds.push(existingMentor.id, otherMentor.id)
|
||||
|
||||
const projAlreadyAssigned = await prisma.project.create({
|
||||
data: { id: uid('proj'), title: 'Already', programId: program.id, tags: ['x'], wantsMentorship: true },
|
||||
})
|
||||
const projUnassigned = await prisma.project.create({
|
||||
data: { id: uid('proj'), title: 'Open', programId: program.id, tags: ['x'], wantsMentorship: false },
|
||||
})
|
||||
await prisma.projectRoundState.create({
|
||||
data: { projectId: projAlreadyAssigned.id, roundId: round.id, state: 'PENDING' },
|
||||
})
|
||||
await prisma.projectRoundState.create({
|
||||
data: { projectId: projUnassigned.id, roundId: round.id, state: 'PENDING' },
|
||||
})
|
||||
|
||||
await prisma.mentorAssignment.create({
|
||||
data: {
|
||||
projectId: projAlreadyAssigned.id,
|
||||
mentorId: existingMentor.id,
|
||||
method: 'MANUAL',
|
||||
assignedBy: admin.id,
|
||||
},
|
||||
})
|
||||
|
||||
const caller = createCaller(mentorRouter, { id: admin.id, email: admin.email, role: 'SUPER_ADMIN' })
|
||||
const result = await caller.autoAssignBulkForRound({ roundId: round.id, useAI: false })
|
||||
|
||||
expect(result.assigned).toBe(1)
|
||||
expect(result.skipped).toBe(1)
|
||||
|
||||
const stillExisting = await prisma.mentorAssignment.findUnique({
|
||||
where: { projectId: projAlreadyAssigned.id },
|
||||
})
|
||||
expect(stillExisting?.mentorId).toBe(existingMentor.id) // unchanged
|
||||
})
|
||||
|
||||
it('refuses with admin_selected eligibility (admin must pick manually)', async () => {
|
||||
const admin = await createTestUser('SUPER_ADMIN')
|
||||
userIds.push(admin.id)
|
||||
|
||||
const program = await createTestProgram({ name: `bulk-admin-selected-${uid()}` })
|
||||
programIds.push(program.id)
|
||||
const competition = await createTestCompetition(program.id, { status: 'ACTIVE' })
|
||||
const round = await createTestRound(competition.id, {
|
||||
roundType: 'MENTORING',
|
||||
configJson: { eligibility: 'admin_selected' },
|
||||
})
|
||||
|
||||
const caller = createCaller(mentorRouter, { id: admin.id, email: admin.email, role: 'SUPER_ADMIN' })
|
||||
await expect(
|
||||
caller.autoAssignBulkForRound({ roundId: round.id, useAI: false }),
|
||||
).rejects.toThrow(/admin_selected|admin-selected|manually/i)
|
||||
})
|
||||
})
|
||||
|
||||
describe('mentor.getSuggestions source flag', () => {
|
||||
const programIds: string[] = []
|
||||
const userIds: string[] = []
|
||||
|
||||
afterAll(async () => {
|
||||
for (const programId of programIds) {
|
||||
await cleanupTestData(programId, [])
|
||||
}
|
||||
if (userIds.length > 0) {
|
||||
await prisma.user.deleteMany({ where: { id: { in: userIds } } })
|
||||
}
|
||||
})
|
||||
|
||||
it('marks source=fallback when OPENAI_API_KEY is missing', async () => {
|
||||
const original = process.env.OPENAI_API_KEY
|
||||
delete process.env.OPENAI_API_KEY
|
||||
try {
|
||||
const admin = await createTestUser('SUPER_ADMIN')
|
||||
userIds.push(admin.id)
|
||||
|
||||
const program = await createTestProgram({ name: `source-flag-${uid()}` })
|
||||
programIds.push(program.id)
|
||||
|
||||
const project = await createTestProject(program.id, { title: 'Fallback test', tags: ['x'] })
|
||||
|
||||
const mentor = await createUserWithRoles('MENTOR', ['MENTOR'], { expertiseTags: ['x'] })
|
||||
userIds.push(mentor.id)
|
||||
|
||||
const caller = createCaller(mentorRouter, { id: admin.id, email: admin.email, role: 'SUPER_ADMIN' })
|
||||
const result = await caller.getSuggestions({ projectId: project.id, limit: 5 })
|
||||
expect(result.source).toBe('fallback')
|
||||
} finally {
|
||||
if (original) process.env.OPENAI_API_KEY = original
|
||||
}
|
||||
})
|
||||
})
|
||||
Reference in New Issue
Block a user