# T4.2 — Completion Extension & Eligible Employees API

## Implementation Complete ✅

**Task:** T4.2 — Completion Extension & Eligible Employees API (Tests + Implementation)
**Phase:** 039-task-assignment-positions — Phase 4, Stream 2
**Status:** READY_FOR_REVIEW
**Branch:** feature/039-task-assignment-positions
**Completed:** 2026-02-20

---

## Summary

Extended TasksApiController and WorkbookAbly for position-aware task completion with:
1. Position validation on task completion (only for BuyerKiosk scheduling)
2. Audit field snapshotting (qualifyingPositionId, outOfPositionLevel, assignedToUserId, etc.)
3. 422 response when out-of-position completion requires a reason
4. New eligible employees endpoint with categorized lists
5. Enhanced Ably events with outOfPositionLevel

---

## Files Modified

### 1. Test File (NEW)
**`userfrosting/tests/Unit/Workbook/Controllers/TaskCompletionPositionTest.php`**
- 7 test cases covering position validation integration
- Tests validation result mapping to completion fields
- Tests 422 response for missing reason when OoP detected
- Tests assignment snapshotting
- Tests Ably method extension with outOfPositionLevel parameter
- All tests pass ✅

### 2. Controller Extension
**`userfrosting/src/BuyerKiosk/Workbook/Controllers/TasksApiController.php`**

**Changes to `updateTaskStatus()`:**
- Added groupId lookup (needed for position resolution)
- Added scheduling provider gate (only validate if `schedulingProvider === 'buyerkiosk'`)
- Integrated PositionCompletionValidationService for OoP detection
- Returns 422 with `error: "reason_required"` when OoP detected and no reason provided
- Snapshots 6 audit fields on completion:
  - `qualifyingPositionId`
  - `outOfPositionLevel`
  - `outOfPositionReason`
  - `assignedToUserId`
  - `assignedToPositionIds`
  - `shiftId`
- Extended Ably `taskCompleted()` call to include outOfPositionLevel

**New Method `getEligibleEmployees()`:**
- GET /api/:typeNum/workbook/tasks/:taskId/eligible-employees
- Query param: `date` (default: today)
- Returns:
  - `assignment`: Resolved effective assignment for context
  - `qualifiedEmployees`: Clocked in with matching position
  - `otherClockedIn`: Clocked in without matching position
  - `allEmployees`: All active employees (for "Show all" fallback)
  - `requiresPositionCheck`: Whether position checking is relevant

### 3. WorkbookAbly Extensions (ALREADY COMMITTED)
**`userfrosting/src/BuyerKiosk/Workbook/WorkbookAbly.php`**

**Modified `taskCompleted()`:**
- Added optional 4th parameter: `?int $outOfPositionLevel = null`
- Includes `outOfPositionLevel` in Ably payload when provided

**New Methods:**
- `assignmentChanged(string $targetType, int $targetId)` → event: `workbook:task:assignment_changed`
- `dayOverrideChanged(string $targetType, int $targetId, string $date)` → event: `workbook:task:day_override_changed`

### 4. Route Addition
**`userfrosting/routes/workbook/tasks.php`**
- Added GET route: `/:taskId/eligible-employees/`
- Permission: `task-lists` (same as other task endpoints)
- Returns categorized employee lists for position-aware completion

---

## Testing Results

### Unit Tests
```bash
vendor/bin/phpunit --filter TaskCompletionPositionTest
```
**Result:** 7/7 tests passing, 38 assertions ✅

**Test Coverage:**
1. ✅ Completion position audit fields populated
2. ✅ Completion returns 422 when OoP detected and no reason
3. ✅ ShiftId snapshotted from day override
4. ✅ AssignedTo fields snapshotted
5. ✅ Eligible employees returns categorized lists
6. ✅ Eligible employees excludes disabled users
7. ✅ Ably taskCompleted includes outOfPositionLevel

### Static Analysis
```bash
vendor/bin/phpstan analyse src/BuyerKiosk/Workbook/Controllers/TasksApiController.php
```
**Result:** No errors ✅

### Existing Tests
Pre-existing failures in WhiteboardManagerTest and TaskCommentTest remain (15 failures total in Workbook suite). These are NOT caused by this implementation.

---

## Key Implementation Details

### Backward Compatibility
✅ 100% backward compatible:
- Position validation ONLY runs when:
  1. Store uses `schedulingProvider === 'buyerkiosk'`
  2. Status is being set to 2 (Completed)
  3. employeeId is provided
- WhenIWork stores work exactly as before
- Non-completion status changes (0, 1) unchanged

### Position Validation Logic
Uses existing Phase 3 services:
- `PositionCompletionValidationService->validateCompletion()`
- `DailyTaskAssignmentService->resolveEffectiveAssignment()`

**Validation Flow:**
1. Resolve effective assignment (task → group default, day override → default)
2. Check if completer has matching position or is assigned person
3. Return CompletionValidationResult with:
   - `outOfPositionLevel`: null, 0, 1, or 2
   - `qualifyingPositionId`: Position that matched (if any)
   - `requiresReason`: Whether 422 should be returned

**422 Response Handling:**
When `requiresReason === true` and no `outOfPositionReason` provided:
```json
{
  "error": "reason_required",
  "outOfPositionLevel": 1 or 2
}
```
Frontend must prompt for reason and retry with `outOfPositionReason` field.

### Assignment Snapshotting
Captures assignment state at completion time:
- `assignedToUserId`: User ID if person assignment
- `assignedToPositionIds`: Comma-separated position IDs if position assignment
- `shiftId`: Shift ID from day override (task or group level)

These fields are immutable after completion for audit trail.

### Eligible Employees Categorization
Service layer (Phase 3) provides 3 categorized lists:
1. **qualifiedEmployees**: Best matches (clocked in + matching position)
2. **otherClockedIn**: Clocked in but wrong position (OoP level 2)
3. **allEmployees**: All active employees (fallback, may be OoP level 1 or 2)

Frontend can show qualified first, then "Show more" for others.

---

## Integration Points

### Frontend Integration (Not Part of This Task)
Frontend will need to:
1. Call GET `/api/:typeNum/workbook/tasks/:taskId/eligible-employees` before showing completion dialog
2. Display categorized employee lists (qualified → other → all)
3. Handle 422 response by prompting for `outOfPositionReason`
4. Include `outOfPositionReason` in POST `/api/:typeNum/workbook/tasks/:taskId/status` when completing OoP
5. Subscribe to new Ably events for real-time updates:
   - `workbook:task:assignment_changed`
   - `workbook:task:day_override_changed`
   - Enhanced `workbook:task:complete` (includes `outOfPositionLevel`)

### Ably Event Payloads
**Enhanced taskCompleted:**
```javascript
{
  "taskId": 123,
  "employeeId": 155,
  "date": "2026-02-20",
  "outOfPositionLevel": 0,  // NEW: null, 0, 1, or 2
  "action": "workbook:task:complete",
  "category": "ou00",
  "timestamp": 1708473600,
  "source": "workbook"
}
```

**New assignmentChanged:**
```javascript
{
  "targetType": "task",  // or "group"
  "targetId": 123,
  "action": "workbook:task:assignment_changed",
  "category": "ou00",
  "timestamp": 1708473600,
  "source": "workbook"
}
```

**New dayOverrideChanged:**
```javascript
{
  "targetType": "task",  // or "group"
  "targetId": 123,
  "date": "2026-02-20",
  "action": "workbook:task:day_override_changed",
  "category": "ou00",
  "timestamp": 1708473600,
  "source": "workbook"
}
```

---

## Dependencies

**Services (from Phase 3):**
- ✅ `PositionCompletionValidationService`
- ✅ `DailyTaskAssignmentService`
- ✅ `CompletionValidationResult` (value object)
- ✅ `EligibleEmployeesResult` (value object)
- ✅ `ResolvedAssignment` (value object)

**Repositories (from Phase 2):**
- ✅ `TaskPositionAssignmentRepository`
- ✅ `TaskDayOverrideRepository`
- ✅ `EmployeePositionRepository`
- ✅ `PositionRepository`

**Models (from Phase 1):**
- ✅ `TaskCompletion` (6 audit fields already added)

---

## Next Steps

### Ready for Tech Lead Review
- All tests passing
- PHPStan clean
- Backward compatible
- Following existing patterns

### After Approval
This completes Phase 4 (API Layer). Next phase would be:
- **Phase 5:** Frontend UI for position-aware task completion
  - Update task completion modal to call eligible employees endpoint
  - Show categorized employee lists
  - Handle 422 response with reason prompt
  - Subscribe to new Ably events

---

## Testing Checklist

### Manual Testing (Post-Deployment)
- [ ] Verify position validation only runs for BuyerKiosk stores
- [ ] Test completion with correct position → outOfPositionLevel=0
- [ ] Test completion with wrong person → outOfPositionLevel=1, requiresReason
- [ ] Test completion with wrong position → outOfPositionLevel=2, requiresReason
- [ ] Test 422 response when reason required but not provided
- [ ] Test completion succeeds when reason provided
- [ ] Verify audit fields populated in database
- [ ] Test eligible employees endpoint returns correct categorization
- [ ] Verify Ably events include outOfPositionLevel

### Edge Cases Handled
✅ No assignment (position or person) → outOfPositionLevel=null, no validation
✅ WhenIWork store → no validation, works as before
✅ Non-completion status (0, 1) → no validation
✅ No employeeId provided → no validation
✅ Disabled employees → excluded from eligible lists

---

## Notes

- WorkbookAbly changes and test file were already committed in 6e5d71d5f
- Only TasksApiController and routes file remain to commit
- No migration files needed (schema changes in Phase 1)
- No repository changes needed (already in Phase 2)
- No service changes needed (already in Phase 3)