feat(api): add staff order detail and compliance eligibility
This commit is contained in:
zouantchaw
39
backend/query-api/src/lib/staff-order-eligibility.js
Normal file
39
backend/query-api/src/lib/staff-order-eligibility.js
Normal file
@@ -0,0 +1,39 @@
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function dedupeStrings(values = []) {
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return [...new Set(
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values
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.filter((value) => typeof value === 'string')
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.map((value) => value.trim())
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.filter(Boolean)
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)];
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}
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export function dedupeDocumentNames(values = []) {
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return dedupeStrings(values);
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}
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export function buildStaffOrderEligibilityBlockers({
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hasActiveWorkforce = true,
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businessBlockReason = null,
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hasExistingParticipation = false,
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missingDocumentNames = [],
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} = {}) {
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const blockers = [];
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if (!hasActiveWorkforce) {
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blockers.push('Workforce profile is not active');
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}
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if (businessBlockReason !== null && businessBlockReason !== undefined) {
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blockers.push(businessBlockReason
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? `You are blocked from working for this client: ${businessBlockReason}`
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: 'You are blocked from working for this client');
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}
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if (hasExistingParticipation) {
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blockers.push('You already applied to or booked this order');
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}
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blockers.push(...dedupeDocumentNames(missingDocumentNames).map((name) => `Missing required document: ${name}`));
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return dedupeStrings(blockers);
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}
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@@ -17,6 +17,7 @@ import {
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getForecastReport,
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getNoShowReport,
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getOrderReorderPreview,
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getStaffOrderDetail,
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listGeofenceIncidents,
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getReportSummary,
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getSavings,
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@@ -85,6 +86,7 @@ const defaultQueryService = {
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getForecastReport,
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getNoShowReport,
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getOrderReorderPreview,
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getStaffOrderDetail,
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listGeofenceIncidents,
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getReportSummary,
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getSavings,
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@@ -147,6 +149,17 @@ function requireQueryParam(name, value) {
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return value;
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}
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function requireUuid(value, field) {
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if (!/^[0-9a-f]{8}-[0-9a-f]{4}-[1-5][0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}$/i.test(value)) {
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const error = new Error(`${field} must be a UUID`);
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error.code = 'VALIDATION_ERROR';
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error.status = 400;
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error.details = { field };
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throw error;
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}
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return value;
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}
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export function createMobileQueryRouter(queryService = defaultQueryService) {
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const router = Router();
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@@ -566,6 +579,15 @@ export function createMobileQueryRouter(queryService = defaultQueryService) {
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}
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});
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router.get('/staff/orders/:orderId', requireAuth, requirePolicy('shifts.read', 'shift'), async (req, res, next) => {
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try {
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const data = await queryService.getStaffOrderDetail(req.actor.uid, requireUuid(req.params.orderId, 'orderId'));
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return res.status(200).json({ ...data, requestId: req.requestId });
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} catch (error) {
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return next(error);
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}
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});
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router.get('/staff/shifts/pending', requireAuth, requirePolicy('shifts.read', 'shift'), async (req, res, next) => {
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try {
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const items = await queryService.listPendingAssignments(req.actor.uid);
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@@ -1,4 +1,5 @@
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import { AppError } from '../lib/errors.js';
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import { buildStaffOrderEligibilityBlockers, dedupeDocumentNames } from '../lib/staff-order-eligibility.js';
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import { FAQ_CATEGORIES } from '../data/faqs.js';
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import { query } from './db.js';
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import { requireClientContext, requireStaffContext } from './actor-context.js';
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@@ -98,6 +99,136 @@ function weekdayCodeInTimeZone(value, timeZone = 'UTC') {
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return label.slice(0, 3).toUpperCase();
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}
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function formatCurrencyCents(cents) {
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return new Intl.NumberFormat('en-US', {
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style: 'currency',
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currency: 'USD',
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minimumFractionDigits: 2,
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maximumFractionDigits: 2,
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}).format((Number(cents || 0) / 100));
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}
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function managerDisplayRole(manager) {
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if (manager?.role) return manager.role;
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if (manager?.businessRole === 'owner') return 'Business Owner';
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return 'Hub Manager';
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}
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export function summarizeStaffOrderDetail({
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rows,
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managers = [],
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blockers = [],
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}) {
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if (!Array.isArray(rows) || rows.length === 0) {
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throw new AppError('NOT_FOUND', 'Order is not available for this staff worker', 404);
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}
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const firstRow = rows[0];
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const timeZone = resolveTimeZone(firstRow.timezone);
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const orderedRows = [...rows].sort((left, right) => (
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new Date(left.startsAt).getTime() - new Date(right.startsAt).getTime()
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));
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const firstShift = orderedRows[0];
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const lastShift = orderedRows[orderedRows.length - 1];
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const daysOfWeek = [...new Set(orderedRows.map((row) => weekdayCodeInTimeZone(row.startsAt, timeZone)))];
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const requiredWorkerCount = orderedRows.reduce(
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(sum, row) => sum + Number(row.requiredWorkerCount || 0),
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0
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);
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const filledCount = orderedRows.reduce(
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(sum, row) => sum + Number(row.filledCount || 0),
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0
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);
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const dispatchPriority = orderedRows.reduce(
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(min, row) => Math.min(min, Number(row.dispatchPriority || 3)),
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3
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);
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const dispatchTeam = dispatchPriority === 1
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? 'CORE'
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: dispatchPriority === 2
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? 'CERTIFIED_LOCATION'
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: 'MARKETPLACE';
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const hasOpenVacancy = orderedRows.some((row) => (
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row.shiftStatus === 'OPEN'
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&& Number(row.filledCount || 0) < Number(row.requiredWorkerCount || 0)
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));
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const allCancelled = orderedRows.every((row) => row.shiftStatus === 'CANCELLED');
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const allCompleted = orderedRows.every((row) => row.shiftStatus === 'COMPLETED');
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let status = 'FILLED';
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if (firstRow.orderStatus === 'CANCELLED') status = 'CANCELLED';
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else if (firstRow.orderStatus === 'COMPLETED') status = 'COMPLETED';
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else if (hasOpenVacancy) status = 'OPEN';
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else if (allCancelled) status = 'CANCELLED';
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else if (allCompleted) status = 'COMPLETED';
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const uniqueManagers = Array.from(
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new Map(
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managers.map((manager) => {
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const key = [
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manager.name || '',
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manager.phone || '',
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managerDisplayRole(manager),
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].join('|');
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return [key, {
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name: manager.name || null,
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phone: manager.phone || null,
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role: managerDisplayRole(manager),
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}];
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})
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).values()
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);
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const uniqueBlockers = [...new Set(blockers.filter(Boolean))];
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return {
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orderId: firstRow.orderId,
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orderType: firstRow.orderType,
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roleId: firstRow.roleId,
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roleCode: firstRow.roleCode,
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roleName: firstRow.roleName,
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clientName: firstRow.clientName,
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businessId: firstRow.businessId,
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instantBook: orderedRows.every((row) => Boolean(row.instantBook)),
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dispatchTeam,
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dispatchPriority,
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jobDescription: firstRow.jobDescription || `${firstRow.roleName} shift at ${firstRow.clientName}`,
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instructions: firstRow.instructions || null,
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status,
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schedule: {
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totalShifts: firstRow.orderType === 'PERMANENT' ? null : orderedRows.length,
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startDate: formatDateInTimeZone(firstShift.startsAt, timeZone),
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endDate: formatDateInTimeZone(lastShift.startsAt, timeZone),
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daysOfWeek,
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startTime: formatTimeInTimeZone(firstShift.startsAt, timeZone),
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endTime: formatTimeInTimeZone(firstShift.endsAt, timeZone),
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timezone: timeZone,
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firstShiftStartsAt: firstShift.startsAt,
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lastShiftEndsAt: lastShift.endsAt,
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},
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location: {
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name: firstRow.locationName || null,
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address: firstRow.locationAddress || null,
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latitude: firstRow.latitude == null ? null : Number(firstRow.latitude),
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longitude: firstRow.longitude == null ? null : Number(firstRow.longitude),
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},
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pay: {
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hourlyRateCents: Number(firstRow.hourlyRateCents || 0),
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hourlyRate: formatCurrencyCents(firstRow.hourlyRateCents || 0),
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},
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staffing: {
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requiredWorkerCount,
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filledCount,
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},
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managers: uniqueManagers,
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eligibility: {
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isEligible: uniqueBlockers.length === 0 && status === 'OPEN',
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blockers: uniqueBlockers,
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},
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};
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}
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function computeReliabilityScore({
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totalShifts,
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noShowCount,
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@@ -1232,6 +1363,187 @@ export async function listAvailableOrders(actorUid, { limit, search } = {}) {
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});
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}
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export async function getStaffOrderDetail(actorUid, orderId) {
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const context = await requireStaffContext(actorUid);
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const roleCode = context.staff.primaryRole || 'BARISTA';
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const rowsResult = await query(
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`
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SELECT
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o.id AS "orderId",
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o.business_id AS "businessId",
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COALESCE(o.metadata->>'orderType', 'ONE_TIME') AS "orderType",
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o.status AS "orderStatus",
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COALESCE(sr.role_id, rc.id) AS "roleId",
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COALESCE(sr.role_code, rc.code) AS "roleCode",
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COALESCE(sr.role_name, rc.name) AS "roleName",
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b.business_name AS "clientName",
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COALESCE((sr.metadata->>'instantBook')::boolean, FALSE) AS "instantBook",
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COALESCE(dispatch.team_type, 'MARKETPLACE') AS "dispatchTeam",
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COALESCE(dispatch.priority, 3) AS "dispatchPriority",
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o.description AS "jobDescription",
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o.notes AS instructions,
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s.id AS "shiftId",
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s.status AS "shiftStatus",
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s.starts_at AS "startsAt",
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s.ends_at AS "endsAt",
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COALESCE(s.timezone, 'UTC') AS timezone,
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COALESCE(cp.label, s.location_name, o.location_name) AS "locationName",
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COALESCE(s.location_address, cp.address, o.location_address) AS "locationAddress",
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COALESCE(s.latitude, cp.latitude, o.latitude) AS latitude,
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COALESCE(s.longitude, cp.longitude, o.longitude) AS longitude,
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COALESCE(sr.pay_rate_cents, 0)::INTEGER AS "hourlyRateCents",
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sr.workers_needed::INTEGER AS "requiredWorkerCount",
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sr.assigned_count::INTEGER AS "filledCount",
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cp.id AS "hubId"
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FROM orders o
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JOIN shifts s ON s.order_id = o.id
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JOIN shift_roles sr ON sr.shift_id = s.id
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LEFT JOIN roles_catalog rc
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ON rc.tenant_id = o.tenant_id
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AND (rc.id = sr.role_id OR (sr.role_id IS NULL AND rc.code = sr.role_code))
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JOIN businesses b ON b.id = o.business_id
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LEFT JOIN clock_points cp ON cp.id = s.clock_point_id
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LEFT JOIN LATERAL (
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SELECT
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dtm.team_type,
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CASE dtm.team_type
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WHEN 'CORE' THEN 1
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WHEN 'CERTIFIED_LOCATION' THEN 2
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ELSE 3
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END AS priority
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FROM dispatch_team_memberships dtm
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WHERE dtm.tenant_id = $1
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AND dtm.business_id = s.business_id
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AND dtm.staff_id = $4
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AND dtm.status = 'ACTIVE'
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AND dtm.effective_at <= NOW()
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AND (dtm.expires_at IS NULL OR dtm.expires_at > NOW())
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AND (dtm.hub_id IS NULL OR dtm.hub_id = s.clock_point_id)
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ORDER BY
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CASE dtm.team_type
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WHEN 'CORE' THEN 1
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WHEN 'CERTIFIED_LOCATION' THEN 2
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ELSE 3
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END ASC,
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CASE WHEN dtm.hub_id = s.clock_point_id THEN 0 ELSE 1 END ASC,
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dtm.created_at ASC
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LIMIT 1
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) dispatch ON TRUE
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WHERE o.tenant_id = $1
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AND o.id = $2
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AND s.starts_at > NOW()
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AND COALESCE(sr.role_code, rc.code) = $3
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ORDER BY s.starts_at ASC
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`,
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[context.tenant.tenantId, orderId, roleCode, context.staff.staffId]
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);
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if (rowsResult.rowCount === 0) {
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throw new AppError('NOT_FOUND', 'Order is not available for this staff worker', 404, {
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orderId,
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});
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}
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const firstRow = rowsResult.rows[0];
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const hubIds = [...new Set(rowsResult.rows.map((row) => row.hubId).filter(Boolean))];
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const [managerResult, blockedResult, participationResult, missingDocumentResult] = await Promise.all([
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hubIds.length === 0
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? Promise.resolve({ rows: [] })
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: query(
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`
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SELECT
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COALESCE(
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NULLIF(TRIM(CONCAT_WS(' ', bm.metadata->>'firstName', bm.metadata->>'lastName')), ''),
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u.display_name,
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u.email,
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bm.invited_email
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) AS name,
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COALESCE(u.phone, bm.metadata->>'phone') AS phone,
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bm.business_role AS "businessRole"
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FROM hub_managers hm
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JOIN business_memberships bm ON bm.id = hm.business_membership_id
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LEFT JOIN users u ON u.id = bm.user_id
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WHERE hm.tenant_id = $1
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AND hm.hub_id = ANY($2::uuid[])
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ORDER BY name ASC
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`,
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[context.tenant.tenantId, hubIds]
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),
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query(
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`
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SELECT reason
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FROM staff_blocks
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WHERE tenant_id = $1
|
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AND business_id = $2
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AND staff_id = $3
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LIMIT 1
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`,
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[context.tenant.tenantId, firstRow.businessId, context.staff.staffId]
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),
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query(
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`
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SELECT 1
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FROM shifts s
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JOIN shift_roles sr ON sr.shift_id = s.id
|
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LEFT JOIN applications a
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ON a.shift_role_id = sr.id
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AND a.staff_id = $3
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AND a.status IN ('PENDING', 'CONFIRMED', 'CHECKED_IN', 'COMPLETED')
|
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LEFT JOIN assignments ass
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ON ass.shift_role_id = sr.id
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AND ass.staff_id = $3
|
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AND ass.status IN ('ASSIGNED', 'ACCEPTED', 'SWAP_REQUESTED', 'CHECKED_IN', 'CHECKED_OUT', 'COMPLETED')
|
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LEFT JOIN roles_catalog rc
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ON rc.tenant_id = s.tenant_id
|
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AND (rc.id = sr.role_id OR (sr.role_id IS NULL AND rc.code = sr.role_code))
|
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WHERE s.tenant_id = $1
|
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AND s.order_id = $2
|
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AND s.starts_at > NOW()
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AND COALESCE(sr.role_code, rc.code) = $4
|
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AND (a.id IS NOT NULL OR ass.id IS NOT NULL)
|
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LIMIT 1
|
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`,
|
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[context.tenant.tenantId, orderId, context.staff.staffId, roleCode]
|
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),
|
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query(
|
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`
|
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SELECT d.name
|
||||
FROM documents d
|
||||
WHERE d.tenant_id = $1
|
||||
AND d.required_for_role_code = $2
|
||||
AND d.document_type <> 'ATTIRE'
|
||||
AND NOT EXISTS (
|
||||
SELECT 1
|
||||
FROM staff_documents sd
|
||||
WHERE sd.tenant_id = d.tenant_id
|
||||
AND sd.staff_id = $3
|
||||
AND sd.document_id = d.id
|
||||
AND sd.status = 'VERIFIED'
|
||||
)
|
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ORDER BY d.name ASC
|
||||
`,
|
||||
[context.tenant.tenantId, firstRow.roleCode, context.staff.staffId]
|
||||
),
|
||||
]);
|
||||
|
||||
const blockers = buildStaffOrderEligibilityBlockers({
|
||||
hasActiveWorkforce: Boolean(context.staff.workforceId),
|
||||
businessBlockReason: blockedResult.rowCount > 0 ? blockedResult.rows[0].reason || null : null,
|
||||
hasExistingParticipation: participationResult.rowCount > 0,
|
||||
missingDocumentNames: dedupeDocumentNames(missingDocumentResult.rows.map((row) => row.name)),
|
||||
});
|
||||
|
||||
return summarizeStaffOrderDetail({
|
||||
rows: rowsResult.rows,
|
||||
managers: managerResult.rows.map((manager) => ({
|
||||
...manager,
|
||||
role: managerDisplayRole(manager),
|
||||
})),
|
||||
blockers,
|
||||
});
|
||||
}
|
||||
|
||||
export async function listOpenShifts(actorUid, { limit, search } = {}) {
|
||||
const context = await requireStaffContext(actorUid);
|
||||
const result = await query(
|
||||
|
||||
@@ -27,6 +27,7 @@ function createMobileQueryService() {
|
||||
getSpendReport: async () => ({ totals: { amountCents: 2000 } }),
|
||||
getSpendBreakdown: async () => ([{ category: 'Barista', amountCents: 1000 }]),
|
||||
getStaffDashboard: async () => ({ staffName: 'Ana Barista' }),
|
||||
getStaffOrderDetail: async () => ({ orderId: 'order-available-1', eligibility: { isEligible: true, blockers: [] } }),
|
||||
getStaffReliabilityStats: async () => ({ totalShifts: 12, reliabilityScore: 96.4 }),
|
||||
getStaffProfileCompletion: async () => ({ completed: true }),
|
||||
getStaffSession: async () => ({ staff: { staffId: 's1' } }),
|
||||
@@ -135,6 +136,27 @@ test('GET /query/staff/orders/available returns injected order-level opportuniti
|
||||
assert.equal(res.body.items[0].roleId, 'role-catalog-1');
|
||||
});
|
||||
|
||||
test('GET /query/staff/orders/:orderId returns injected order detail', async () => {
|
||||
const app = createApp({ mobileQueryService: createMobileQueryService() });
|
||||
const res = await request(app)
|
||||
.get('/query/staff/orders/11111111-1111-4111-8111-111111111111')
|
||||
.set('Authorization', 'Bearer test-token');
|
||||
|
||||
assert.equal(res.status, 200);
|
||||
assert.equal(res.body.orderId, 'order-available-1');
|
||||
assert.equal(res.body.eligibility.isEligible, true);
|
||||
});
|
||||
|
||||
test('GET /query/staff/orders/:orderId validates uuid', async () => {
|
||||
const app = createApp({ mobileQueryService: createMobileQueryService() });
|
||||
const res = await request(app)
|
||||
.get('/query/staff/orders/not-a-uuid')
|
||||
.set('Authorization', 'Bearer test-token');
|
||||
|
||||
assert.equal(res.status, 400);
|
||||
assert.equal(res.body.code, 'VALIDATION_ERROR');
|
||||
});
|
||||
|
||||
test('GET /query/client/shifts/scheduled returns injected shift timeline items', async () => {
|
||||
const app = createApp({ mobileQueryService: createMobileQueryService() });
|
||||
const res = await request(app)
|
||||
|
||||
117
backend/query-api/test/staff-order-detail.test.js
Normal file
117
backend/query-api/test/staff-order-detail.test.js
Normal file
@@ -0,0 +1,117 @@
|
||||
import test from 'node:test';
|
||||
import assert from 'node:assert/strict';
|
||||
import { summarizeStaffOrderDetail } from '../src/services/mobile-query-service.js';
|
||||
import { buildStaffOrderEligibilityBlockers } from '../src/lib/staff-order-eligibility.js';
|
||||
|
||||
function makeRow(overrides = {}) {
|
||||
return {
|
||||
orderId: '11111111-1111-4111-8111-111111111111',
|
||||
orderType: 'RECURRING',
|
||||
roleId: '22222222-2222-4222-8222-222222222222',
|
||||
roleCode: 'BARISTA',
|
||||
roleName: 'Barista',
|
||||
clientName: 'Google Mountain View Cafes',
|
||||
businessId: '33333333-3333-4333-8333-333333333333',
|
||||
instantBook: false,
|
||||
dispatchTeam: 'MARKETPLACE',
|
||||
dispatchPriority: 3,
|
||||
jobDescription: 'Prepare coffee and support the cafe line.',
|
||||
instructions: 'Arrive 15 minutes early.',
|
||||
shiftId: '44444444-4444-4444-8444-444444444444',
|
||||
shiftStatus: 'OPEN',
|
||||
startsAt: '2026-03-23T15:00:00.000Z',
|
||||
endsAt: '2026-03-23T23:00:00.000Z',
|
||||
timezone: 'America/Los_Angeles',
|
||||
locationName: 'Google MV Cafe Clock Point',
|
||||
locationAddress: '1600 Amphitheatre Pkwy, Mountain View, CA',
|
||||
latitude: 37.4221,
|
||||
longitude: -122.0841,
|
||||
hourlyRateCents: 2350,
|
||||
requiredWorkerCount: 2,
|
||||
filledCount: 1,
|
||||
hubId: '55555555-5555-4555-8555-555555555555',
|
||||
...overrides,
|
||||
};
|
||||
}
|
||||
|
||||
test('summarizeStaffOrderDetail aggregates recurring order schedule and staffing', () => {
|
||||
const result = summarizeStaffOrderDetail({
|
||||
rows: [
|
||||
makeRow(),
|
||||
makeRow({
|
||||
shiftId: '66666666-6666-4666-8666-666666666666',
|
||||
startsAt: '2026-03-25T15:00:00.000Z',
|
||||
endsAt: '2026-03-25T23:00:00.000Z',
|
||||
}),
|
||||
],
|
||||
managers: [
|
||||
{ name: 'Maria Ops', phone: '+15555550101', role: 'Hub Manager' },
|
||||
{ name: 'Maria Ops', phone: '+15555550101', role: 'Hub Manager' },
|
||||
],
|
||||
});
|
||||
|
||||
assert.equal(result.orderId, '11111111-1111-4111-8111-111111111111');
|
||||
assert.equal(result.status, 'OPEN');
|
||||
assert.equal(result.schedule.totalShifts, 2);
|
||||
assert.deepEqual(result.schedule.daysOfWeek, ['MON', 'WED']);
|
||||
assert.equal(result.staffing.requiredWorkerCount, 4);
|
||||
assert.equal(result.staffing.filledCount, 2);
|
||||
assert.equal(result.pay.hourlyRate, '$23.50');
|
||||
assert.equal(result.managers.length, 1);
|
||||
assert.equal(result.eligibility.isEligible, true);
|
||||
});
|
||||
|
||||
test('summarizeStaffOrderDetail returns null totalShifts for permanent orders', () => {
|
||||
const result = summarizeStaffOrderDetail({
|
||||
rows: [
|
||||
makeRow({
|
||||
orderType: 'PERMANENT',
|
||||
startsAt: '2026-03-24T15:00:00.000Z',
|
||||
}),
|
||||
],
|
||||
});
|
||||
|
||||
assert.equal(result.orderType, 'PERMANENT');
|
||||
assert.equal(result.schedule.totalShifts, null);
|
||||
});
|
||||
|
||||
test('summarizeStaffOrderDetail marks order ineligible when blockers exist', () => {
|
||||
const result = summarizeStaffOrderDetail({
|
||||
rows: [
|
||||
makeRow({
|
||||
shiftStatus: 'FILLED',
|
||||
requiredWorkerCount: 1,
|
||||
filledCount: 1,
|
||||
}),
|
||||
],
|
||||
blockers: [
|
||||
'You are blocked from working for this client',
|
||||
'Missing required document: Food Handler Card',
|
||||
'Missing required document: Food Handler Card',
|
||||
],
|
||||
});
|
||||
|
||||
assert.equal(result.status, 'FILLED');
|
||||
assert.equal(result.eligibility.isEligible, false);
|
||||
assert.deepEqual(result.eligibility.blockers, [
|
||||
'You are blocked from working for this client',
|
||||
'Missing required document: Food Handler Card',
|
||||
]);
|
||||
});
|
||||
|
||||
test('buildStaffOrderEligibilityBlockers normalizes and deduplicates blocker messages', () => {
|
||||
const blockers = buildStaffOrderEligibilityBlockers({
|
||||
hasActiveWorkforce: false,
|
||||
businessBlockReason: 'Repeated no-show',
|
||||
hasExistingParticipation: true,
|
||||
missingDocumentNames: ['Food Handler Card', 'Food Handler Card', ' Responsible Beverage Service '],
|
||||
});
|
||||
|
||||
assert.deepEqual(blockers, [
|
||||
'Workforce profile is not active',
|
||||
'You are blocked from working for this client: Repeated no-show',
|
||||
'You already applied to or booked this order',
|
||||
'Missing required document: Food Handler Card',
|
||||
'Missing required document: Responsible Beverage Service',
|
||||
]);
|
||||
});
|
||||
Reference in New Issue
Block a user