phosphat-report-app/DUPLICATE_FEATURE_UPDATES.md

Duplicate Feature Updates

Changes Made

✅ Permission Updates

1. Universal Access: All users (auth level 1+) can now duplicate ANY report, not just their own
2. Date Restriction: Added date validation - reports older than the day before current date cannot be duplicated
3. User Assignment: Duplicated reports are always assigned to the current user (regardless of original owner)

✅ Date Validation Logic

// Client-side validation
const reportDate = new Date(report.createdDate);
const dayBeforeToday = new Date();
dayBeforeToday.setDate(dayBeforeToday.getDate() - 1);
dayBeforeToday.setHours(0, 0, 0, 0); // Set to start of day

if (reportDate < dayBeforeToday) {
  return false; // Cannot duplicate
}

✅ Server-side Validation

// Server-side validation in duplicate action
const reportDate = new Date(originalReport.createdDate);
const dayBeforeToday = new Date();
dayBeforeToday.setDate(dayBeforeToday.getDate() - 1);
dayBeforeToday.setHours(0, 0, 0, 0);

if (reportDate < dayBeforeToday) {
  return json({ errors: { form: "Cannot duplicate reports older than yesterday" } }, { status: 400 });
}

✅ UI Improvements

Desktop Table View

• Active Button: Green "Duplicate" button for eligible reports
• Disabled State: Gray "Duplicate" text with tooltip for old reports
• Tooltip: "Cannot duplicate reports older than yesterday"

Mobile Card View

• Active Button: Full-width green button for eligible reports
• Disabled State: Gray disabled button with "(Too Old)" indicator
• Clear Messaging: Shows why duplication is not available

✅ Business Rules

Who Can Duplicate

• ✅ Level 1 Users: Can duplicate any report (within date range)
• ✅ Level 2+ Users: Can duplicate any report (within date range)
• ✅ Cross-User: Users can duplicate reports created by other users

When Can Duplicate

• ✅ Today's Reports: Can be duplicated
• ✅ Yesterday's Reports: Can be duplicated
• ❌ Older Reports: Cannot be duplicated (day before yesterday and older)

What Gets Duplicated

• ✅ All operational data (locations, equipment, pipeline, etc.)
• ✅ Time sheet entries
• ✅ Notes
• ❌ Stoppages (excluded)
• ❌ Original employee assignment (assigned to current user)

✅ Error Messages

New Error Message

"Cannot duplicate reports older than yesterday"

Existing Error Messages

• "Cannot duplicate report - sheet is already complete with both day and night shifts"
• "Cannot duplicate report - night shift already exists for this date and location"
• "Failed to duplicate report"

✅ Use Cases

Primary Use Case

1. Employee A creates a day shift report yesterday
2. Employee B (different user) sees the report today
3. Employee B clicks "Duplicate" to create a night shift
4. System creates night shift assigned to Employee B
5. Employee B can then customize the night shift as needed

Date Restriction Use Case

1. User tries to duplicate a report from 3 days ago
2. Duplicate button is disabled/grayed out
3. Tooltip explains: "Cannot duplicate reports older than yesterday"
4. Prevents duplication of stale operational data

✅ Benefits of Changes

1. Improved Collaboration: Any user can duplicate any recent report
2. Data Freshness: Prevents duplication of outdated operational data
3. User Ownership: Duplicated reports belong to the duplicating user
4. Clear Feedback: Visual indicators show when duplication is not available
5. Operational Efficiency: Faster completion of report sheets by any team member

✅ Security Considerations

1. Data Access: Users can see and duplicate any report (business requirement)
2. Ownership: Duplicated reports are owned by the current user
3. Date Validation: Prevents misuse of old operational data
4. Sheet Integrity: Maintains proper sheet relationships and validation

The updated duplicate feature now provides better accessibility and collaboration while maintaining data integrity through date restrictions.