# Ticket Actions System - Implementation Summary ## What Was Built A dynamic ticket action system that calculates available actions based on ticket state, user assignment, and journey progress. The backend determines what buttons to show, and the frontend simply renders them. ## Files Created 1. **`src/app/services/ticket_action_service.py`** - Core service that calculates available actions - Method: `get_available_actions(ticket, current_user, db)` - Returns: actions, current_assignment, team_info, message 2. **`supabase/migrations/20251128112603_rename_unassigned_to_completed.sql`** - Renames enum value `unassigned` → `completed` - Better semantic meaning for completed assignments 3. **`docs/agent/frontend/TICKET_ACTIONS_SYSTEM.md`** - Complete frontend integration guide - Action flow states - Example implementation ## Files Modified 1. **`src/app/models/enums.py`** - Changed `UNASSIGNED = "unassigned"` → `COMPLETED = "completed"` 2. **`src/app/services/ticket_assignment_service.py`** - Added `AssignmentAction` import - Updated `complete_assignment()` to set `action = COMPLETED` - Updated `drop_assignment()` to: - Set `action = DROPPED` - Set ticket status to `PENDING_REVIEW` - Drop all team members if team ticket - Added `drop_type` parameter - Updated `self_assign_ticket()` to: - Set `action = ACCEPTED` (auto-accepted) - Set `responded_at` timestamp 3. **`src/app/schemas/ticket_assignment.py`** - Added `drop_type` field to `AssignmentDrop` schema 4. **`src/app/api/v1/tickets.py`** - Updated `GET /tickets/{ticket_id}/detail` endpoint - Added `TicketActionService` import - Added to response: `available_actions`, `current_assignment`, `team_info`, `message` ## Key Business Rules ### Assignment Action States - `assigned` - Dispatcher assigned, agent hasn't responded - `accepted` - Agent accepted assignment - `rejected` - Agent rejected assignment - `dropped` - Agent dropped mid-work - `reassigned` - Dispatcher reassigned to different agent - `completed` - Work finished ### Ticket Status Flow 1. `open` - Available for pickup 2. `assigned` - Agent(s) assigned 3. `in_progress` - Agent started journey 4. `pending_review` - Agent dropped, awaiting PM/dispatcher action 5. `completed` - Work finished 6. `cancelled` - Ticket cancelled ### Drop Behavior - Agent drops → assignment action = `dropped` - Ticket status → `pending_review` - If team ticket → ALL team members dropped - PM/dispatcher reviews and decides: reopen, cancel, or reschedule ### Team Tickets - `required_team_size` defines how many agents needed - Multiple agents can pick until full - ANY team member can complete - Completing closes ALL team assignments - Dropping closes ALL team assignments ### Self-Assignment - Agent picks ticket → auto-accepted (no accept/reject step) - Creates assignment with `action = accepted`, `responded_at = now()` - Agent can immediately start journey ## Action Flow ``` NO ASSIGNMENT (ticket open) ↓ [pick] ACCEPTED (auto-accepted for self-assign) ↓ [start_journey] IN_TRANSIT (journey started) ↓ [record_arrival] ON_SITE (arrived at location) ↓ [complete] COMPLETED At any point after ACCEPTED: ↓ [drop] DROPPED (pending_review) ``` ## API Endpoints Used ### For Field Agents - `GET /api/v1/tickets/{ticket_id}/detail` - Get ticket with available actions - `POST /api/v1/ticket-assignments/tickets/{ticket_id}/self-assign` - Pick ticket - `POST /api/v1/ticket-assignments/assignments/{assignment_id}/accept` - Accept assignment - `POST /api/v1/ticket-assignments/assignments/{assignment_id}/reject` - Reject assignment - `POST /api/v1/ticket-assignments/assignments/{assignment_id}/start-journey` - Start journey - `POST /api/v1/ticket-assignments/assignments/{assignment_id}/arrived` - Record arrival - `POST /api/v1/ticket-assignments/assignments/{assignment_id}/complete` - Complete work - `POST /api/v1/ticket-assignments/assignments/{assignment_id}/drop` - Drop ticket ### For PM/Dispatcher - `POST /api/v1/ticket-assignments/tickets/{ticket_id}/assign` - Assign to single agent - `POST /api/v1/ticket-assignments/tickets/{ticket_id}/assign-team` - Assign to team - Review dropped tickets (status = `pending_review`) - Decide: reopen, cancel, or reschedule ## Testing Checklist ### Solo Agent Flow - [ ] Agent picks open ticket - [ ] Agent starts journey - [ ] Agent records arrival - [ ] Agent completes ticket - [ ] Verify assignment action = `completed` - [ ] Verify ticket status = `completed` ### Team Flow - [ ] Agent 1 picks ticket (1/2) - [ ] Agent 2 picks ticket (2/2) - [ ] Agent 1 drops ticket - [ ] Verify Agent 2 also dropped - [ ] Verify ticket status = `pending_review` ### Drop Flow - [ ] Agent drops with type "reschedule" - [ ] Verify ticket status = `pending_review` - [ ] Verify assignment action = `dropped` - [ ] PM can see dropped tickets ### Dispatcher Assignment Flow - [ ] Dispatcher assigns ticket to agent - [ ] Agent sees accept/reject buttons - [ ] Agent accepts - [ ] Agent completes workflow ### View Only States - [ ] Rejected assignment shows message - [ ] Dropped assignment shows message - [ ] Completed assignment shows message - [ ] Pending review ticket shows message ### Capacity Limits - [ ] Agent with 4 active tickets can't pick more - [ ] Agent with 3 active tickets can pick 1 more ### Regional Access (No Restrictions) - [ ] Agent can pick tickets from any region in their project - [ ] Region is for filtering/preference, not access control - [ ] Agents go where the work is to earn a living ## Migration Steps 1. **Run SQL migration:** ```bash # In Supabase SQL Editor or via migration tool psql -f supabase/migrations/20251128112603_rename_unassigned_to_completed.sql ``` 2. **Deploy backend changes:** - All Python files compile successfully - No breaking changes to existing endpoints 3. **Update frontend:** - Use `available_actions` from ticket detail response - Render buttons dynamically - Handle drop modal with `drop_type` field ## Notes - **No breaking changes** - Existing endpoints still work - **Backward compatible** - Old clients can still use manual button logic - **Progressive enhancement** - New clients get dynamic actions - **Security** - Backend validates all actions, frontend just displays - **Scalability** - Easy to add new actions (just update calculator) ## Future Enhancements 1. **Action permissions** - Some actions only for certain roles 2. **Action conditions** - "Complete only if expenses approved" 3. **Action metadata** - "Requires GPS", "Requires photo" 4. **Action history** - Track which actions were available when 5. **Action analytics** - Which actions are most used/skipped