# Phase 5 Stream 1 - Daily Assignment API Implementation

**Feature:** Task Position Assignment - Daily Assignment View API
**Date:** 2026-02-20
**Branch:** `feature/039-task-assignment-positions`

---

## Summary

Implemented the Daily Assignment API endpoints for the task position assignment feature. This provides managers with the ability to view and modify task assignments for specific dates.

---

## Files Created

### 1. Controller
**File:** `userfrosting/src/BuyerKiosk/Workbook/Controllers/DailyAssignmentApiController.php`

**Methods:**
- `getDailyAssignments(string $typeNum, string $date): void`
  - Returns all task groups with effective assignments, tasks, and completion progress
  - Implements Redis caching (60-second TTL)
  - Cache key: `daily_assignments:{typeNum}:{date}`

- `setDailyOverride(string $typeNum, string $date): void`
  - Sets or clears day overrides for tasks/groups
  - Guards against past-date modifications
  - Invalidates both daily assignment and task list caches
  - Publishes Ably event for real-time updates
  - Posts Staff Chat notification for person assignments

**Key Features:**
- Permission gate: `workbook_manage_tasks`
- Scheduling gate: Requires BuyerKiosk native scheduling
- Past-date guard: Rejects overrides for dates before today (using store timezone)
- Dual cache invalidation: Both daily assignments and task lists
- Staff Chat integration: Notifies assigned users (person overrides only)
- Ably real-time events: `workbook:task:day_override_changed`

### 2. Routes
**File:** `userfrosting/routes/workbook/tasks.php` (modified)

**Added Endpoints:**

1. **GET** `/api/:typeNum/workbook/tasks/daily-assignments/:date`
   - Returns daily assignments for all task groups
   - Response includes:
     - Group default assignments
     - Day overrides
     - Effective assignments (resolved cascade)
     - Task list with individual overrides
     - Completion progress per group

2. **PUT** `/api/:typeNum/workbook/tasks/daily-assignments/:date/override`
   - Sets or clears day override for a task/group
   - Supports both position and person assignments
   - Request body:
     ```json
     {
       "targetType": "task|group",
       "targetId": 123,
       "assignmentType": "position|person",
       "positionId": 3,     // for position assignments
       "userId": 155,       // for person assignments
       "clear": true        // to remove override
     }
     ```

### 3. Tests
**File:** `userfrosting/tests/Unit/Workbook/Controllers/DailyAssignmentApiControllerTest.php`

**Test Coverage (10 tests):**
1. ✅ getDailyAssignments returns groups with assignments
2. ✅ getDailyAssignments tasks show hasIndividualOverride flag
3. ✅ setDailyOverride creates person override
4. ✅ setDailyOverride creates position override
5. ✅ setDailyOverride with clear=true removes override
6. ✅ setDailyOverride rejects past dates
7. ✅ setDailyOverride publishes Ably event
8. ✅ setDailyOverride invalidates both caches
9. ✅ Permission requires workbook_manage_tasks
10. ✅ Staff Chat notification on person override

**All tests passing:** ✅ 10/10

---

## Technical Details

### Assignment Resolution Cascade
The controller uses `DailyTaskAssignmentService::getGroupAssignments()` which implements the 4-level cascade:
1. Task-specific day override (highest priority)
2. Task-specific default position assignment
3. Group-level day override
4. Group-level default position assignment (lowest)

### Redis Caching Strategy
- **Daily Assignment Cache:**
  - Key: `daily_assignments:{typeNum}:{date}`
  - TTL: 60 seconds
  - Invalidated on: Day override changes

- **Task List Cache:**
  - Key: `{typeNum}_workbook_tasks_{date}`
  - Invalidated on: Day override changes, default assignment changes

### Staff Chat Integration
When a task/group is assigned to a **person** (not position):
1. Looks up target name (task/group name)
2. Constructs `StaffChatEventIntegration` with proper dependencies
3. Posts system message: `"📋 Task assigned to @username: {title}"`
4. Creates real @mention for assigned user
5. Publishes to Ably for real-time chat updates

**Dependencies:**
- MessageService (MessageRepository, MentionRepository, AuditLogRepository)
- ChannelRepository
- MentionRepository
- Central DB (kiosk_users)

### Ably Event Publishing
**Event:** `workbook:task:day_override_changed`
**Payload:**
```json
{
  "targetType": "task|group",
  "targetId": 123,
  "date": "2026-02-20",
  "action": "workbook:task:day_override_changed",
  "category": "pc00",
  "timestamp": 1708444800,
  "source": "workbook"
}
```

### Past-Date Guard
Uses store timezone to prevent modifications to historical assignments:
```php
$timezone = new DateTimeZone($this->store->timezone);
$today = new DateTime('now', $timezone);
$today->setTime(0, 0, 0);
$targetDate = new DateTime($date, $timezone);

if ($targetDate < $today) {
    // Return 400 error
}
```

---

## API Examples

### Get Daily Assignments
```bash
GET /api/pc00/workbook/tasks/daily-assignments/2026-02-20
Authorization: Bearer {token}
```

**Response:**
```json
{
  "success": true,
  "date": "2026-02-20",
  "groups": [
    {
      "groupId": 1,
      "groupName": "Opening Tasks",
      "defaultAssignment": {
        "assignmentType": "position",
        "positionIds": [3],
        "positions": [
          {
            "positionId": 3,
            "name": "Shift Lead",
            "color": "#FF5733",
            "isActive": true
          }
        ],
        "userId": null,
        "userName": null,
        "source": "group_default",
        "isInherited": false
      },
      "dayOverride": null,
      "effectiveAssignment": { /* same as defaultAssignment */ },
      "tasks": [
        {
          "taskId": 1,
          "taskName": "Unlock store",
          "effectiveAssignment": { /* inherited from group */ },
          "completion": 0,
          "hasIndividualOverride": false
        }
      ],
      "completionProgress": {
        "completed": 0,
        "total": 1,
        "percentage": 0
      }
    }
  ]
}
```

### Set Person Override
```bash
PUT /api/pc00/workbook/tasks/daily-assignments/2026-02-20/override
Content-Type: application/json
Authorization: Bearer {token}

{
  "targetType": "task",
  "targetId": 42,
  "assignmentType": "person",
  "userId": 155
}
```

**Response:**
```json
{
  "success": true,
  "override": {
    "targetType": "task",
    "targetId": 42,
    "date": "2026-02-20",
    "assignmentType": "person",
    "positionId": null,
    "userId": 155
  }
}
```

### Clear Day Override
```bash
PUT /api/pc00/workbook/tasks/daily-assignments/2026-02-20/override
Content-Type: application/json
Authorization: Bearer {token}

{
  "targetType": "task",
  "targetId": 42,
  "clear": true
}
```

**Response:**
```json
{
  "success": true,
  "override": null
}
```

---

## Integration Points

### Service Layer
- Uses `DailyTaskAssignmentService` for all business logic
- Service handles validation, cascade resolution, and persistence
- Controller is thin - just handles HTTP concerns

### Real-Time Updates
- **Ably:** Publishes `day_override_changed` event
- **Staff Chat:** Posts system message for person assignments
- **Redis:** Caches results and invalidates on changes

### Permission System
- Requires `workbook_manage_tasks` permission
- Enforced at controller level before any service calls

### Scheduling Provider Gate
- Only available for stores using BuyerKiosk native scheduling
- Returns 400 error for WhenIWork or other providers

---

## Error Handling

### 400 Bad Request
- Missing required fields (targetType, targetId, etc.)
- Past-date modification attempt
- Invalid position (inactive)
- Invalid user (disabled)
- Non-BuyerKiosk scheduling provider

### 403 Forbidden
- Missing `workbook_manage_tasks` permission
- Store access denied

### 404 Not Found
- Task or group not found

### 500 Internal Server Error
- Database errors
- Service layer exceptions (logged)

---

## PHPStan Analysis

**Status:** ✅ Passing (with expected warnings)

**Warnings:** 3 warnings for `$app->user` property access (same as existing controllers)
- This is a known limitation of PHPStan with Slim's magic properties
- Acceptable per codebase standards

---

## Test Results

```
PHPUnit 12.3.7 by Sebastian Bergmann and contributors.

Runtime:       PHP 8.5.0
Configuration: /Users/rvanvuren/Projects/buyerkiosk-web/userfrosting/phpunit.xml

..........                                                        10 / 10 (100%)

Time: 00:00.009, Memory: 24.00 MB

OK (10 tests, 10 assertions)
```

---

## Next Steps

### Phase 5 Stream 2: Mobile API Endpoints
- Complete task API with position-aware completion
- Eligible employees endpoint (already exists)
- Integration with BuyerKiosk Team app

### Frontend Integration
- Build daily assignment UI in Workbook
- Position selector component
- Person assignment dialog
- Real-time updates via Ably

---

## Dependencies

**Repositories:**
- TaskPositionAssignmentRepository
- TaskDayOverrideRepository
- EmployeePositionRepository
- PositionRepository

**Services:**
- DailyTaskAssignmentService (core business logic)
- StaffChatEventIntegration (notifications)
- MessageService, ChannelRepository, etc. (Staff Chat)
- WorkbookAbly (real-time events)

**Infrastructure:**
- Redis (caching)
- Ably (real-time)
- Store timezone support (DateTime operations)

---

## Notes

- All code follows existing patterns from `TaskAdminAssignmentController`
- Staff Chat notifications only for **person** assignments (not position)
- Cache invalidation covers both daily assignments AND task lists
- Past-date guard uses store timezone (not server timezone)
- Errors wrapped in try/catch - external services never fail the main operation

---

**Implementation Status:** ✅ Complete
**Tests:** ✅ All passing (10/10)
**Documentation:** ✅ Complete
**Ready for:** QA Testing & Code Review