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

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Markdown

# 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:**
```typescript
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:**
```typescript
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:**
```typescript
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:**
```typescript
GET /api/workers
GET /api/workers?teamId={teamId} // NEW: Filter by team
```
**Response:**
```json
[
{
"id": "worker-1",
"empNo": "RED-OP1",
"firstName": "David",
"surname": "Wilson",
"jobPosition": "Blow Moulder Level 1",
"teamId": "team-red-id"
}
]
```
### State Management
**Form Data:**
```typescript
{
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!