# CC Soccer D11 - Session Handoff

**Date:** January 26, 2026  
**Session Focus:** Reports Complete, Planning Tournament Deposits Management Page  
**Status:** ✅ Jersey + City Payment Reports complete, ➡️ Next: Tournament Deposits Management UI

---

## What Was Done

### 1. Updated Admin Menu Structure

**File Modified:** `web/modules/custom/ccsoccer/ccsoccer.links.menu.yml`

**Added Menu Items:**
- **Jersey Report** under Admin → CC Soccer → Reports
  - Route: `view.jersey_report_view.page_1`
  - Path: `/admin/ccsoccer/reports/jersey-report`
  - Description: Jersey distribution report by season
  - Weight: 1

- **City Payment Report** under Admin → CC Soccer → Reports
  - Route: `ccsoccer.reports.city_payment_form`
  - Path: `/admin/ccsoccer/reports/city-payment`
  - Description: City revenue share report (30% of paying players)
  - Weight: 2

**Menu Structure:**
```
Admin
└── CC Soccer
    └── Reports
        ├── Jersey Report          ← NEW
        └── City Payment Report    ← NEW
```

---

## What Needs to Be Done

### 1. Configure View Permissions

**Jersey Report View:**
- [ ] Navigate to: Structure → Views → Jersey Report View → Edit
- [ ] Click "Page Settings" → "Access: Permission"
- [ ] Change to: "Custom: view reports"
- [ ] Save view

**Why:** This ensures the menu link only shows to users with "view reports" permission.

---

### 2. Assign Role Permissions

**Board Member Role:**
- [ ] Navigate to: People → Roles → Board Member → Edit
- [ ] Check: ✓ view reports
- [ ] Check: ✓ send notifications
- [ ] Check: ✓ update game status
- [ ] Save

**Slofriendly Role:**
- [ ] Navigate to: People → Roles → Slofriendly → Edit
- [ ] Check: ✓ view reports (for deposit report when built)
- [ ] Check: ✓ edit team names
- [ ] Save

**Why:** Per requirements, Board Members need Jersey Report access, Slofriendly needs deposit reports.

---

## Available Permissions

From `ccsoccer.permissions.yml`:

```yaml
view reports:
  title: 'View Reports'
  description: 'Access jersey distribution and payment reports'
```

**Roles that should have "view reports":**
- ✅ Admin (has everything)
- ✅ Board Member (needs Jersey Report)
- ✅ Slofriendly (needs Deposit Report when built)

---

## Reports & Management Pages Status

### ✅ Completed

| Item | Type | Menu Location | Permission | Pattern |
|------|------|--------------|------------|----------|
| Jersey Report | Report | Admin → CC Soccer → Reports | view reports | MySQL view + Custom Filter |
| City Payment Report | Report | Admin → CC Soccer → Reports | administer ccsoccer | Form + PDF generation |

### ➡️ Next Priority: Tournament Deposits Management Page

**Type:** Admin management UI (not just report)

**Purpose:**
- Query deposits by tournament (dropdown filter)
- Display captain contact info and refund status
- Issue refunds directly to deposit line item via Commerce API
- Track partial refunds with comments field

**Features to Implement:**
- Tournament filter (single-select dropdown)
- Data table: Tournament, Team, Captain, Contact Info, Refund Status
- Comments field for notes (e.g., "Partial refund - tournament cancelled")
- Refund button per row (integrates with Commerce Payment API)
- Menu: Admin → CC Soccer → Tournament Deposits
- Permission: TBD ("administer ccsoccer" OR new Slofriendly permission)

**Commerce Integration:**
- Get registration → get order
- Find deposit line item in order
- Use Commerce Payment API to issue partial refund
- Track refund status in registration field OR new field

**Future Integration:**
- Hook into cancellation workflow
- Automatic refund when tournament cancelled
- Option to refund or issue credit

### 📋 Planned

| Item | Type | Notes |
|------|------|-------|
| Insurance Report | Report | Player roster for insurance coverage |
| All Players View | View Refactor | Andrew - convert to MySQL view for performance |

---

## Testing Steps

After configuring permissions:

### 1. Test as Admin
```bash
# Log in as admin
# Navigate to: Admin → CC Soccer → Reports
# Should see: Jersey Report link
# Click it - should load Jersey Report view
```

### 2. Test as Board Member
```bash
# Create test board_member user if doesn't exist
# Log in as board_member
# Navigate to: Admin → CC Soccer → Reports
# Should see: Jersey Report link
# Should NOT see: City Payment Report (admin only)
```

### 3. Test as Regular Player
```bash
# Log in as regular player
# Admin → CC Soccer menu should not be visible
# Or if visible, Reports submenu should not show
```

---

## Commands to Run After Pull

```bash
# Clear cache to pick up menu changes
ddev drush cr

# Rebuild menu cache specifically
ddev drush php-eval "\Drupal::service('router.builder')->rebuild();"

# View current menu structure
ddev drush config:get system.menu.ccsoccer-admin

# Check which roles have 'view reports' permission
ddev drush config:get user.role.board_member permissions
ddev drush config:get user.role.slofriendly permissions
```

---

## Next Session Priorities

1. **Plan Tournament Deposits Management Page**
   - Define data structure
   - Design UI layout
   - Determine Commerce refund integration approach
   - Plan refund status tracking

2. **Build Tournament Deposits Management Page**
   - Create form controller
   - Implement tournament filter
   - Display deposit data table
   - Add comments field
   - Integrate Commerce Payment API for refunds

3. **Test Refund Workflow**
   - Test full refund
   - Test partial refund
   - Test refund status tracking
   - Test comments persistence

4. **Integrate with Cancellation**
   - Hook tournament cancellation into refund logic
   - Option to refund or issue credit
   - Notification to captain about refund

---

## Documentation Updated

### TODO.md
- ✅ Moved Jersey Report and City Payment Report to "COMPLETED" section
- ✅ Added Tournament Deposits Management Page to "IN PROGRESS"
- ✅ Updated report priorities
- ✅ Added All Players View Refactor (Andrew's task)

### PROJECT_STATUS.md
- ✅ Updated Reports status from 0% to 50% (2 of 4 complete)
- ✅ Added detailed info for completed reports
- ✅ Added Tournament Deposits Management Page description
- ✅ Updated blockers section

### SESSION_HANDOFF.md (this file)
- ✅ Updated session focus
- ✅ Updated reports status
- ✅ Added Tournament Deposits planning notes
- ✅ Updated next session priorities

---

## Git Status

**Ready to commit:**
- ✅ `ccsoccer.links.menu.yml` - Jersey Report menu item added
- ✅ `REPORTING_STRATEGY.md` - New documentation file
- ✅ `SESSION_HANDOFF.md` - This file
- ✅ `setup/jersey_report_view.sql` - MySQL view creation script for Andrew

**Commands:**
```bash
cd /Users/calebcross/Sites/ccsoccer-d11
git add web/modules/custom/ccsoccer/ccsoccer.links.menu.yml
git add REPORTING_STRATEGY.md
git add SESSION_HANDOFF.md
git add setup/jersey_report_view.sql
git commit -m "Add Jersey Report to admin menu and create reporting strategy documentation

- Added Jersey Report under Admin > CC Soccer > Reports
- Created REPORTING_STRATEGY.md with comprehensive documentation
- Documents when to use MySQL views vs Drupal Views
- Includes custom filter plugin pattern for multi-select
- Added setup/jersey_report_view.sql for Andrew to run
- Notes permission configuration needed for Board Member role"

git push origin main
```

---

## Andrew's Action Items (IN THIS ORDER)

### STEP 1: Pull Latest Code
```bash
cd ~/Sites/ccsoccer-d11
git pull origin main
```

### STEP 2: Create MySQL Database View (REQUIRED)
```bash
# This MUST be done before drush cim
ddev drush sqlc < setup/jersey_report_view.sql
```

**Why:** The Jersey Report depends on the `ccsoccer_jersey_report_view` MySQL view. This view is NOT managed by Drupal config, so it must be created manually in the database.

### STEP 3: Import Configuration
```bash
ddev drush cim -y
ddev drush cr
```

### STEP 4: Configure Jersey Report View Permissions
- Navigate to: Structure → Views → Jersey Report View → Edit
- Click "Page Settings" → "Access: Permission"
- Change to: "Custom: view reports"
- Save view

### STEP 5: Assign Role Permissions
- Navigate to: People → Roles → Board Member → Edit
- Check: ✓ view reports
- Save

### STEP 6: Test
- Log in as Board Member
- Navigate to: Admin → CC Soccer → Reports
- Should see: Jersey Report link
- Click it - should load and show data

---

## Notes

- Jersey Report is fully functional, just needs permission configuration
- Menu link will automatically hide/show based on view access permissions
- Board Member role already exists, just needs permission checked
- All required modules already installed (BEF, Views Data Export, Entity Print)

---

**Previous Session:** City Payment Report PDF generation (archived)  
**Next Session:** Configure permissions, test menu, potentially add more reports