phosphat-report-app/DUPLICATE_REPORT_FEATURE.md

Duplicate Report Feature

Overview

Added a duplicate functionality for reports/shifts that allows users to create a complementary shift (day ↔ night) based on an existing report, but only when the report sheet is not complete.

Feature Details

✅ Functionality

• Duplicate Button: Available next to "View" for each report
• Opposite Shift: Automatically creates the opposite shift (day → night, night → day)
• Data Copying: Copies all report data EXCEPT stoppages
• User Assignment: Assigns the duplicate to the current user
• Sheet Management: Automatically manages the report sheet relationships

✅ Validation Rules

1. Date Restriction: Cannot duplicate reports older than the day before current date (for all auth levels)
2. Universal Access: All users (auth level 1+) can duplicate any report
3. Sheet Completeness: Cannot duplicate if the sheet already has both day and night shifts
4. Shift Existence: Cannot duplicate if the opposite shift already exists for the same date/location
5. User Confirmation: Requires confirmation before duplicating

✅ What Gets Copied

• ✅ Area, Dredger Location, Reclamation Location
• ✅ Dredger Line Length, Shore Connection
• ✅ Reclamation Height (base + extra)
• ✅ Pipeline Length (main, ext1, reserve, ext2)
• ✅ Equipment Statistics (Dozers, Exc, Loaders, Foreman, Laborer)
• ✅ Time Sheet entries
• ✅ Notes

❌ What Gets Excluded

• ❌ Stoppages (empty array)
• ❌ Original shift type (automatically inverted)
• ❌ Original employee assignment (assigned to current user)

Technical Implementation

Database Logic

// Check if report is too old (before day before current date)
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 error("Cannot duplicate reports older than yesterday");
}

// Check if sheet is complete (has both shifts)
const existingSheet = await prisma.sheet.findUnique({
  where: {
    areaId_dredgerLocationId_reclamationLocationId_date: {
      areaId: originalReport.areaId,
      dredgerLocationId: originalReport.dredgerLocationId,
      reclamationLocationId: originalReport.reclamationLocationId,
      date: dateString
    }
  }
});

// Prevent duplication if sheet is complete
if (existingSheet && existingSheet.dayShiftId && existingSheet.nightShiftId) {
  return error("Cannot duplicate - sheet is complete");
}

Shift Inversion

const newShift = originalReport.shift === 'day' ? 'night' : 'day';

Data Duplication

const duplicateReport = await prisma.report.create({
  data: {
    employeeId: user.id, // Current user
    shift: newShift,     // Opposite shift
    // ... all other fields copied
    stoppages: [],       // Empty stoppages
  }
});

User Interface

Desktop View

• Location: Next to "View" button in the actions column
• Button: Green "Duplicate" button with hover tooltip
• Confirmation: Shows which shift will be created

Mobile View

• Location: Below "View Details" button
• Button: Full-width green button with descriptive text
• Text: "Duplicate as Night Shift" or "Duplicate as Day Shift"

Confirmation Dialog

"Are you sure you want to duplicate this day shift as a night shift? 
Stoppages will not be copied."

Error Handling

Validation Errors

1. Date Restriction: "Cannot duplicate reports older than yesterday"
2. Sheet Complete: "Cannot duplicate report - sheet is already complete with both day and night shifts"
3. Shift Exists: "Cannot duplicate report - night shift already exists for this date and location"
4. General Error: "Failed to duplicate report"

Success Message

"Report duplicated successfully as night shift!"

Use Cases

Primary Use Case

1. User creates a day shift report
2. Realizes they need a night shift for the same location/date
3. Clicks "Duplicate" on the day shift
4. System creates a night shift with same operational data
5. User can then edit the night shift to add specific stoppages and time sheet adjustments

Business Logic

• Operational Continuity: Same equipment, locations, and basic setup
• Shift-Specific Data: Stoppages are shift-specific and not copied
• User Ownership: Each user owns their duplicated reports
• Sheet Completion: Helps complete report sheets efficiently

Security & Permissions

Access Control

• All Users (Level 1+): Can duplicate any report within the allowed date range
• Date Restriction: Reports older than the day before current date cannot be duplicated
• Sheet Validation: Server-side validation prevents invalid duplications

Data Integrity

• Sheet Management: Automatically updates sheet relationships
• Unique Constraints: Prevents duplicate shifts for same date/location
• Transaction Safety: Uses database transactions for consistency

Benefits

1. Efficiency: Quickly create complementary shifts
2. Consistency: Maintains operational data consistency
3. Flexibility: Allows shift-specific customizations
4. User-Friendly: Simple one-click duplication with clear feedback
5. Data Integrity: Maintains proper sheet relationships and validation

The duplicate feature streamlines the process of creating complementary shifts while maintaining data integrity and proper validation rules.