101 lines
6.8 KiB
Markdown
101 lines
6.8 KiB
Markdown
---
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name: dyolink-lab-tasks
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description: Lab Tasks tab — list, sort, filters, case grouping, prosthesis colors, step-completed filter. Use when changing TasksPage, tasks API, or lab task list UX.
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---
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# Lab Tasks
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Main UI: [`frontend/src/components/ui/lab/TasksPage.tsx`](frontend/src/components/ui/lab/TasksPage.tsx)
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Backend: [`backend/src/modules/tasks/`](backend/src/modules/tasks/)
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## Default sort (backend)
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`sortBy=date` + `sortDir=desc`:
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1. `labCase.sentAt` desc (newest case first)
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2. `labCaseId`, `treatmentDetailId`, `prosthesisTypeCode` asc (stable grouping)
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3. `stepOrder` asc (steps 1→N within prosthesis group)
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4. `id` asc
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Other sorts use flat list on the frontend; `stepOrder asc` is still a tiebreaker.
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## Case grouping (frontend)
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- **`sortBy === 'date'`** → grouped view via [`taskListGrouping.ts`](frontend/src/components/lab/taskListGrouping.ts): case header → prosthesis sub-header → task rows.
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- **Other sorts** → flat list; show muted hint (`groupingOff*` i18n keys). Each row keeps clinic/patient/teeth context.
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Components: `TaskCaseGroupHeader`, `TaskProsthesisGroupHeader`, `TaskRow`.
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**Grouped comments (`sortBy=date`):** single comments button on `TaskCaseGroupHeader`; panel expands below header (`expandedCommentsCaseId`). Per-task comments button only in **flat** sort (`showCommentsButton={flatMode}`).
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## Prosthesis colors
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- Map: [`catalog-type-colors.ts`](frontend/src/components/shared/catalog-type-colors.ts) → `PROSTHESIS_TYPE_COLORS` (one hex per catalog code).
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- Resolve with [`prosthesisTypeDisplay.ts`](frontend/src/components/treatment/prosthesisTypeDisplay.ts) — use `prosthesisTypeBadgeStyleFromCatalog(code, catalog)`, **not** list row index.
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- Load catalog via `prosthesisCatalogApi.list()` on Tasks/Cases/Today dashboard.
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## Filters
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| Param | API | UI |
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|-------|-----|-----|
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| `q`, `clinicOrganizationId`, `status` | `GET /tasks` | Search, clinic, status |
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| `stepCompleted` | `GET /tasks` | Workflow step dropdown |
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| `pinImportant` | `GET /tasks` | Important first (sort pin) |
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| `assignedToMe` | `GET /tasks` | Only tasks assigned to current user |
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| `prosthesisTypeCode` | `GET /tasks` | From Today prosthesis chart deep link |
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| `unassignedOnly` | `GET /tasks` | Tasks with no assignee |
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| `overdue` | `GET /tasks` | Cases with due date before today and at least one in-progress task |
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| `sortBy=dueDate` | `GET /tasks` | Sort by `LabCase.dueDate` (flat list; grouping off) |
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| Clinics + steps options | `GET /tasks/filter-options` | Populates dropdowns (not from current page) |
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**Task assignment:** Managed in **Cases** (`TAB_CASES_EDIT`), not on Tasks tab. `PATCH /cases/:caseId/tasks/:taskId/assign`; assignable staff via `GET /cases/assignable-staff` (members with `TAB_TASKS_EDIT`, including participating owner). Case detail task row: step label, status badge, assign dropdown, and last-updated line on one compact row.
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**Tasks visibility & status edit:** All tasks remain visible to every user with task access (no hiding assigned tasks). **Unassigned** tasks or tasks **assigned to you** → status dropdown when `TAB_TASKS_EDIT`. **Assigned to someone else** → read-only “Assigned to {name}” badge instead of the dropdown (backend rejects status PATCH). Same rules on **lab case share link** page (`CaseTasksFocusView` + `canEditLabTaskStatus`). Managers assign/monitor in Cases.
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**Step completed filter:** Restricts to prosthesis groups `(labCaseId, treatmentDetailId, prosthesisTypeCode)` where that `workflowStepCode` task is `COMPLETED`. Combined with `status=IN_PROGRESS`, returns only in-progress tasks in those groups (completed step row hidden).
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- **Important first:** `pinImportant=true` prepends important cases in sort order.
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- **Assigned to me:** `assignedToMe=true` filters to current user's assigned tasks only.
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- **Overdue cases:** `overdue=true` — `LabCase.dueDate` before start of UTC day **and** at least one task still `IN_PROGRESS`. Shown with error badge on Cases list/detail and task case headers.
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- **Sort by due date:** `sortBy=dueDate` — flat list (grouping off); tiebreakers match other non-date sorts.
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- **Reset view:** `resetView` restores `DEFAULT_TASKS_VIEW` from `tasksViewDefaults.ts`.
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- **URL state:** `parseTasksSearchParams` applies Today deep-link query params on mount (`importantOnly`, `overdueOnly`, `unassignedOnly`, `prosthesisTypeCode`, `status`, sort).
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- **Show in case:** flat-sort rows only; resets filters/sort, calls `GET /tasks/locate-page` to find the correct page in the full default-sorted list, then highlights + scrolls to the task.
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- **Complete animation:** when marking done under in-progress filter, row plays exit animation + success toast before refetch.
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## APIs
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- `GET /tasks` — paginated flat task list (grouping is client-side when `sortBy=date`)
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- `PATCH /tasks/:taskId` — update status (only assignee or unassigned task)
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- `GET /tasks/filter-options` — clinics + workflow steps (localized)
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- `GET /tasks/locate-page` — page number for a task in the sorted filtered list
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- `GET /cases/assignable-staff` — staff eligible for task assignment
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- `PATCH /cases/:caseId/tasks/:taskId/assign` — assign or unassign (`assigneeUserId` nullable)
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List items include `caseSentAt`, `caseDueDate`, `isCaseOverdue`, `assignee`, `assignedAt` for case headers / flat rows.
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## Case due dates (clinic → lab)
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- **Schema:** `LabCase.dueDate` (optional `DateTime`).
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- **Clinic set:** Treatment lab dispatch panel — date input on unsent shipment (saved with draft/send); on sent cases, blur saves via `PATCH /treatments/lab-cases/:labCaseId/due-date`.
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- **Edit lock:** Clinic cannot change due date after **all** tasks are completed (`taskProgress.completed === taskProgress.total`).
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- **Lab display:** Cases list + detail; Tasks case group header when grouped by date.
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- **Utils:** `backend/src/common/lab-case-due-date.ts`, `frontend/src/components/lab/labCaseDueDateDisplay.ts`, `LabCaseDueDateBadge`.
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## Mobile UX (Tasks + Treatment dispatch)
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Keep changes minimal — match existing `sm:` breakpoint patterns elsewhere in the app.
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- **Task status control:** `LAB_TASK_STATUS_SELECT_CLASS` in [`formSelectStyles.ts`](frontend/src/components/shared/formSelectStyles.ts) — full-width, `min-h-[44px]`, `text-base` on mobile; compact on `sm+`. Read-only status / assignee badges match height on mobile.
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- **Sticky case header:** `TaskCaseGroupHeader` uses `sticky top-0 z-10` + translucent background when `sortBy=date` (grouped view). Sticks within dashboard `<main>` scroll.
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- **Tasks filters:** filter `<select>`s use the same 44px mobile height as other form controls.
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- **Treatment lab dispatch:** shipment card `p-3 sm:p-4`; **Send to lab** is `w-full sm:w-auto`.
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## Tab badges
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See `.cursor/skills/lab-notifications/SKILL.md` — split lab Cases/Tasks counts, clinic Treatment; `useTabBadgeCounts` + `notifyTabBadgesChanged`.
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## Permissions
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`TAB_TASKS_READ` / `TAB_TASKS_EDIT`; `LabOrgGuard` on all task routes.
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