HRM-System/docs/PLAN-shift-scheduling.md

PLAN: Shift Scheduling System

Enable dynamic shift assignment and scheduling directly from the Shift Calendar matrix.

1. Context & Objectives

The user wants to manage employee schedules from hr/shifts/calendar.

• "Assigning" a shift creates or updates an AttendanceRecord as a scheduling placeholder.
• Supports bulk assignment across a date range.
• Includes a Rest Day toggle.
• Allows choosing from Active Shifts.

2. Technical Strategy

Backend

• Endpoint: Implement POST /hr/shifts/assign in ShiftController.
• Logic: Use CarbonPeriod to iterate through dates and updateOrCreate on AttendanceRecord.

Frontend

• Enhancement: Convert matrix cells into clickable triggers.
• Component: Integrate CrudFormModal for the scheduling form.
• Data: The calendar view must now provide a list of all active available_shifts for the dropdown.

3. Task Breakdown

Phase 1: Backend Scaffolding

• Add all_shifts to the data returned by ShiftController@calendar.
• Implement assignShift method:
  • Validate: employee_id, start_date, end_date, shift_id, is_rest_day.
  • Iteration logic for date ranges.
  • AttendanceRecord::updateOrCreate implementation.

Phase 2: Frontend Interactivity

• Add Modal state transitions to resources/js/pages/hr/shifts/calendar.tsx.
• Implement handleCellClick to pre-populate the assignment form.
• Add cursor-pointer and hover styles to the grid badges.

Phase 3: Scheduling Modal

• Configure CrudFormModal with:
  • Date Range (Start/End).
  • Shift Switcher (Dropdown).
  • Rest Day Toggle.
• Implement handleFormSubmit and handle validation errors.

Phase 4: Verification

• Test assigning a shift to a 7-day range.
• Test marking a day as a Rest Day and verify it shows as RD.
• Verify that assigned shifts appear in the grid after a successful update.

4. Agent Assignments

Agent	Task
Backend Specialist	Range assignment logic & Controller updates
Frontend Specialist	Calendar modal & Range selection UI
Quality Assurance	Gap verification between attendance & shifts