muller-reporting-sys/SHIFT_OPERATOR_ASSIGNMENT.md
2025-11-12 22:21:35 +03:00

6.4 KiB

Shift Operator Assignment Improvements - Complete

Overview

Enhanced the shift creation page to improve operator assignment with team filtering, machine ordering, and smart operator selection.


Features Implemented

1. Machine Ordering

Machines now display in correct order:

  • T1, T2, T3, T4, T5, T6, T7
  • Sorted numerically by machine number
  • Consistent order every time

Implementation:

const sortedMachines = data.sort((a: any, b: any) => {
  const numA = parseInt(a.name.replace('T', ''))
  const numB = parseInt(b.name.replace('T', ''))
  return numA - numB
})

2. Team-Based Operator Filtering

Only shows operators from manager's team:

  • Fetches workers filtered by team ID
  • Prevents assigning operators from other teams
  • Automatic based on manager's assigned team

API Enhancement:

GET /api/workers?teamId={teamId}

Benefits:

  • No confusion with operators from other teams
  • Ensures correct team composition
  • Faster operator selection

3. Smart Operator Selection

Prevents duplicate assignments:

  • Selected operators removed from subsequent dropdowns
  • Each operator can only be assigned once
  • Currently selected operator remains visible in its own dropdown

How it works:

  1. Operator selects worker for T1
  2. That worker disappears from T2-T7 dropdowns
  3. Operator selects worker for T2
  4. That worker disappears from T3-T7 dropdowns
  5. And so on...

Implementation:

const getAvailableOperators = (currentIndex: number) => {
  const selectedOperatorIds = formData.operators.filter((id, idx) => 
    id && idx !== currentIndex
  )
  return workers.filter((w: any) => 
    w.jobPosition === "Blow Moulder Level 1" && 
    !selectedOperatorIds.includes(w.id)
  )
}

4. Visual Improvements

Progress Indicator:

  • Shows "X of 7 operators assigned"
  • Green checkmark (✓) next to assigned machines
  • Clear visual feedback

Helpful Text:

  • Instructions: "Assign one operator to each machine"
  • Note: "Once selected, an operator won't appear in other dropdowns"
  • Team restriction: "You can only create shifts for your assigned team"

Better Layout:

T1  [Select Operator ▼]  ✓
T2  [Select Operator ▼]  ✓
T3  [Select Operator ▼]
T4  [Select Operator ▼]
T5  [Select Operator ▼]
T6  [Select Operator ▼]
T7  [Select Operator ▼]

3 of 7 operators assigned

User Experience Flow

Step 1: Page Loads

  • Manager's team is automatically loaded
  • Team field is disabled (read-only)
  • Workers from manager's team are fetched
  • Machines are sorted T1-T7

Step 2: Assign Operators

  • Manager selects operator for T1
  • That operator disappears from T2-T7 lists
  • Green checkmark appears next to T1
  • Progress shows "1 of 7 operators assigned"

Step 3: Continue Assigning

  • Manager selects operator for T2
  • That operator disappears from T3-T7 lists
  • Progress shows "2 of 7 operators assigned"
  • And so on...

Step 4: Complete Assignment

  • All 7 machines have operators
  • Progress shows "7 of 7 operators assigned"
  • Form can be submitted

Technical Details

API Changes

Workers API Enhanced:

GET /api/workers
GET /api/workers?teamId={teamId}  // NEW: Filter by team

Response:

[
  {
    "id": "worker-1",
    "empNo": "RED-OP1",
    "firstName": "David",
    "surname": "Wilson",
    "jobPosition": "Blow Moulder Level 1",
    "teamId": "team-red-id"
  }
]

State Management

Form Data:

{
  name: "AM",
  shiftDate: "2024-01-15",
  teamId: "team-red-id",  // Auto-set from manager's team
  operators: [
    "worker-1-id",  // T1
    "worker-2-id",  // T2
    "",             // T3 (not assigned yet)
    "",             // T4
    "",             // T5
    "",             // T6
    ""              // T7
  ]
}

Validation Rules

Operator Assignment

  • Must be from manager's team
  • Must be "Blow Moulder Level 1" position
  • Cannot be assigned to multiple machines
  • All 7 machines must have operators

Team Restriction

  • Manager can only create shifts for their team
  • Team field is read-only
  • Workers filtered by team automatically

Files Modified

Pages

  1. app/shift-manager/create-shift/page.tsx
    • Added machine sorting
    • Added team-based worker filtering
    • Added smart operator selection
    • Added visual improvements
    • Added progress indicator

API Routes

  1. app/api/workers/route.ts

    • Added teamId query parameter
    • Filter workers by team
    • Maintain backward compatibility
  2. app/api/shift-manager/my-team/route.ts (from previous update)

    • Returns manager's assigned team

Benefits

For Shift Managers

  • Faster shift creation
  • No confusion with other teams
  • Clear visual feedback
  • Prevents assignment errors
  • Intuitive workflow

For System

  • Data integrity maintained
  • No duplicate assignments
  • Correct team composition
  • Validation at UI level
  • Better user experience

For Operations

  • Correct operator assignments
  • Team-based organization
  • Audit trail maintained
  • Reduced errors
  • Faster shift setup

Testing Checklist

Machine Ordering

  • Machines display as T1, T2, T3, T4, T5, T6, T7
  • Order is consistent on page reload
  • All 7 machines are shown

Team Filtering

  • Only team operators appear in dropdowns
  • Operators from other teams don't appear
  • Team field is disabled/read-only

Operator Selection

  • Selected operator disappears from other dropdowns
  • Can change selection (operator reappears)
  • All 7 machines can be assigned
  • No duplicate assignments possible

Visual Feedback

  • Checkmarks appear for assigned machines
  • Progress counter updates correctly
  • Instructions are clear
  • Form is easy to use

Future Enhancements

Possible Additions

  • Drag-and-drop operator assignment
  • Auto-suggest based on previous shifts
  • Operator availability checking
  • Skill-based recommendations
  • Quick-fill all machines button
  • Save as template
  • Copy from previous shift
  • Operator performance metrics

Summary

Machines ordered T1-T7 Only team operators shown Smart duplicate prevention Visual progress indicator Clear user instructions Improved user experience

The shift creation process is now more intuitive, faster, and error-proof!