L-Ami-Fiduciaire/_bmad-output/implementation-artifacts/3-2-one-click-nudge-system.md

# Story 3.2: One-Click Nudge System

Status: review

<!-- Note: Validation is optional. Run validate-create-story for quality check before dev-story. -->

## Story

As a firm owner or manager,
I want to nudge a team member about a specific declaration with one click,
so that I can quickly signal that something needs attention without composing a message or making a phone call.

## Acceptance Criteria

1. **AC1: NudgePopover appears on declaration row click**
   - Given an Owner or Manager is viewing a declaration list (dashboard table or declarations index)
   - When they click the nudge icon on a declaration row
   - Then a NudgePopover appears showing the assigned worker's name and a "Send Nudge" button

2. **AC2: Nudge dispatches notification on send**
   - Given a NudgePopover is open
   - When the user clicks "Send Nudge"
   - Then a `NudgeNotification` is dispatched to the assigned worker via `NudgeController@store`
   - And the notification is saved to the database (in-app) AND queued as an email
   - And a success toast confirms: "Relance envoyée à [worker name]"
   - And the popover closes automatically after sending

3. **AC3: No message composition required**
   - Then no message composition is required — it is a pure signal ("Your attention is needed on this declaration")

4. **AC4: Nudge icon hidden for unauthorized users**
   - Given a Worker or a user without nudge permission
   - When they view declaration rows
   - Then the nudge icon is not displayed

5. **AC5: NudgeController validates sender role**
   - Then the `NudgeController` validates that the sender is Owner or Manager
   - And the `NudgeController` validates that the declaration belongs to the current workspace

6. **AC6: Nudge email contains declaration context**
   - Then the nudge email contains: declaration type, client name, deadline (`due_date`), and a direct link to the declaration detail page
   - (Already implemented by `NudgeNotificationMail` from Story 3.1 — verify integration)

7. **AC7: Nudge is logged via Spatie Activity Log**
   - Then the nudge is logged via Spatie Activity Log (actor: sender, target: declaration, action: "nudged")

8. **AC8: Duplicate nudge debounce (1-hour window)**
   - Then duplicate nudges on the same declaration within 1 hour are prevented (debounce) with a user-friendly message: "Relance déjà envoyée récemment"

9. **AC9: Dashboard nudge dropdown enabled (D-1 resolution)**
   - Then the "Relancer" dropdown menu item in `Dashboard.vue` is enabled for Owner/Manager roles and triggers the NudgePopover
   - (Resolves deferred code review item D-1 from Epic 2 Story 2.3)

## Tasks / Subtasks

- [x] Task 1: Create `NudgeController` (AC: #2, #5, #7, #8)
  - [x] 1.1 Create `app/Http/Controllers/NudgeController.php` with `store(Request $request, Declaration $declaration)` method
  - [x] 1.2 Use `HasWorkspaceScope` trait — call `$this->authorizeWorkspaceAccess($declaration)` to verify declaration belongs to workspace
  - [x] 1.3 Authorize sender: check user's role on current workspace is `owner` or `manager` — `abort(404)` if not
  - [x] 1.4 Validate declaration has an `assigned_to` user — return error if no assignee
  - [x] 1.5 Debounce check: query `notifications` table for existing nudge on same declaration within 1 hour — return `back()->with('flash', ['type' => 'warning', 'message' => 'Relance déjà envoyée récemment'])` if found
  - [x] 1.6 Dispatch `NudgeNotification` to the declaration's assignee: `$declaration->assignee->notify(new NudgeNotification($declaration, $request->user()))`
  - [x] 1.7 Log via Spatie Activity Log: `activity()->performedOn($declaration)->causedBy($request->user())->log('nudged')`
  - [x] 1.8 Clear assignee's notification cache: `Cache::forget("user:{$declaration->assigned_to}:unread_notifications")`
  - [x] 1.9 Return `back()->with('flash', ['type' => 'success', 'message' => 'Relance envoyée à '.$declaration->assignee->name])`

- [x] Task 2: Register nudge route (AC: #5)
  - [x] 2.1 Add route inside `middleware('workspace')` group in `routes/web.php`:
        `Route::post('declarations/{declaration}/nudge', [NudgeController::class, 'store'])->name('declarations.nudge')->middleware('throttle:10,1');`

- [x] Task 3: Create `NudgePopover` Vue component (AC: #1, #2, #3)
  - [x] 3.1 Create `resources/js/components/declarations/NudgePopover.vue`
  - [x] 3.2 Props: `declaration` (with `assigneeName`, `id`), `nudgeUrl` (string)
  - [x] 3.3 UI: shadcn-vue `Popover` + `PopoverTrigger` (Send icon button) + `PopoverContent`
  - [x] 3.4 Content: Show assignee name, "Envoyer une relance" button
  - [x] 3.5 On click "Envoyer": `router.post(nudgeUrl)` via Inertia — popover auto-closes on success
  - [x] 3.6 Handle loading state (disable button during submission via `form.processing`)
  - [x] 3.7 Use `useForm` from Inertia for the POST request — no payload needed

- [x] Task 4: Enable nudge in Dashboard table (AC: #4, #9)
  - [x] 4.1 In `Dashboard.vue`, replace the disabled "Relancer" `DropdownMenuItem` with `NudgePopover` component (or make it functional via click handler)
  - [x] 4.2 Pass `nudgeUrl` as `route('declarations.nudge', declaration.id)` — URL must come from controller props
  - [x] 4.3 Only show/enable nudge for Owner/Manager — use the existing `isWorker` prop to conditionally render (if `!isWorker`)
  - [x] 4.4 Pass `canNudge` boolean prop from `DashboardController` (true for owner/manager, false for worker)
  - [x] 4.5 Hide nudge action entirely when `!canNudge`

- [x] Task 5: Add nudge to Declarations Index page (AC: #1, #4)
  - [x] 5.1 In `resources/js/pages/declarations/Index.vue`, add nudge icon/button per row for Owner/Manager
  - [x] 5.2 Pass `canNudge` prop from `DeclarationController@index`
  - [x] 5.3 Add `nudgeUrl` to each declaration in the serialized data from controller
  - [x] 5.4 Integrate `NudgePopover` component for each row

- [x] Task 6: Update `DashboardController` to pass nudge props (AC: #4, #9)
  - [x] 6.1 Add `canNudge` to the Inertia props: `true` when user role is `owner` or `manager`
  - [x] 6.2 Add `nudgeBaseUrl` or per-declaration `nudgeUrl` to declaration data passed to frontend
  - [x] 6.3 Use Wayfinder route generation for URLs passed as props

- [x] Task 7: Update `DeclarationController@index` to pass nudge props (AC: #4)
  - [x] 7.1 Add `canNudge` to the Inertia props
  - [x] 7.2 Add `nudgeUrl` to each declaration data object

- [x] Task 8: Write tests (all ACs)
  - [x] 8.1 Create `tests/Feature/Notifications/NudgeControllerTest.php`
  - [x] 8.2 Test: Owner can send nudge — notification dispatched, activity logged, success flash
  - [x] 8.3 Test: Manager can send nudge — same behavior as owner
  - [x] 8.4 Test: Worker cannot send nudge — `abort(404)`
  - [x] 8.5 Test: Nudge on declaration in wrong workspace — `abort(404)`
  - [x] 8.6 Test: Nudge on declaration with no assignee — returns error
  - [x] 8.7 Test: Duplicate nudge within 1 hour — debounce prevents, returns warning flash
  - [x] 8.8 Test: Nudge after 1 hour — allowed (debounce expired)
  - [x] 8.9 Test: Activity log entry created with correct actor/target/action
  - [x] 8.10 Test: Unauthenticated user cannot nudge — redirected to login
  - [x] 8.11 Test: Notification cache cleared for assignee after nudge

## Retrospective Intelligence

**From Epic 2 Retrospective (2026-03-24):**

- **D-1 (Deferred Code Review Item):** Dashboard "Relancer" and "Réassigner" dropdown items are unconditionally `disabled` in `Dashboard.vue` lines 349-364. This story MUST enable the "Relancer" item. The "Réassigner" item stays disabled until a future story.
- **Team Agreement — Load retro as context:** Non-negotiable. This story incorporates all retro intelligence.
- **Team Agreement — Pre-existing test failures must not carry:** Run full test suite before and after implementation. Zero failures tolerance. Story 3.1 raised test count to 237.
- **Context management is the team's superpower:** Previous story intelligence prevents repeated mistakes.
- **Architecture doc drift was corrected** in commit `6956f7b` — `due_date` (not `deadline`), no `Declaration::workspace()` scope, `mise_en_demeure` status. All corrected and reflected in this story.
- **D-3 (Cache not invalidated on role change):** 5-min TTL mitigates. Not directly relevant to this story but be aware that `canNudge` is computed per request, not cached.

**From Epic 1 Retrospective:**

- **withPivot gotchas:** When loading workspace members, always chain `->withPivot('role', 'permissions')` on workspace users() relationship.

**From Story 3.1 Completion Notes:**

- All notification infrastructure is in place — `NudgeNotification`, `NudgeNotificationMail`, `NotificationType::Nudge`, notification routes, TypeScript types
- 237 tests passing, zero failures
- `whereJsonContains('data->workspace_id', $workspace->id)` is the pattern for workspace-scoped notification queries
- `Cache::forget("user:{$userId}:unread_notifications")` on every notification state change

## Dev Notes

### Existing Infrastructure (REUSE — do not recreate)

- **`NudgeNotification`** — `app/Notifications/NudgeNotification.php` — already created in Story 3.1. Channels: `['database', 'mail']`, `$tries = 3`, `$backoff = 60`. Constructor: `Declaration $declaration, User $sender`. Uses `NudgeNotificationMail` for email.
- **`NudgeNotificationMail`** — `app/Mail/NudgeNotificationMail.php` — Markdown mailable with sender name, client name, declaration type, `due_date`, direct link button. Template: `resources/views/emails/nudge-notification.blade.php`.
- **`NotificationType::Nudge`** — `app/Enums/NotificationType.php` — enum value exists.
- **`NotificationController`** — `app/Http/Controllers/NotificationController.php` — has `index`, `markAsRead`, `markAllAsRead`. Do NOT modify.
- **Frontend types** — `resources/js/types/notification.ts` — `NotificationType`, `NotificationData`, `AppNotification` types exist.
- **`DeclarationMentionController`** — `app/Http/Controllers/DeclarationMentionController.php` — reference pattern for how to authorize owner/manager and dispatch a notification. Uses `abort(403)` for role check (NOTE: architecture says `abort(404)` — follow architecture convention `abort(404)` in NudgeController).

### Controller Pattern to Follow

The `DeclarationMentionController` is the closest reference:
```php
// Role check pattern (use abort(404) per architecture, not 403):
$workspaceUser = $workspace->users()
    ->where('users.id', $request->user()->id)
    ->first();
if (!in_array($workspaceUser?->pivot?->role?->value, ['owner', 'manager'])) {
    abort(404);
}
```

Use `HasWorkspaceScope` trait (preferred pattern from NotificationController):
```php
use App\Concerns\HasWorkspaceScope;
// $workspace = $this->currentWorkspace();
// $this->authorizeWorkspaceAccess($declaration);
```

### Debounce Implementation

Query the `notifications` table for existing nudge within 1 hour:
```php
$recentNudge = $declaration->assignee
    ->notifications()
    ->where('type', NudgeNotification::class)
    ->whereJsonContains('data->declaration_id', $declaration->id)
    ->where('created_at', '>=', now()->subHour())
    ->exists();
```

### Spatie Activity Log Pattern

From existing codebase (DashboardController reads activity logs):
```php
activity()
    ->performedOn($declaration)
    ->causedBy($request->user())
    ->log('nudged');
```

### Dashboard Integration (D-1 Resolution)

In `Dashboard.vue` lines 349-364, the "Relancer" dropdown item is currently:
```vue
<DropdownMenuItem disabled>
    <Send class="mr-2 h-4 w-4" />
    Relancer
</DropdownMenuItem>
```

Replace with functional nudge trigger. Options:
1. **Inline Popover approach** — wrap in `NudgePopover` component within the dropdown
2. **Click-to-nudge approach** — directly post on click (simpler, since nudge requires no message)

Architecture specifies "Popover, not full modal" for nudge dialog. Recommended: use `Popover` component from shadcn-vue.

### Declarations Index Integration

`declarations/Index.vue` currently has NO dropdown menu or inline actions. Add a nudge icon button per row (only visible for owner/manager). Use the same `NudgePopover` component.

### Critical Gotchas

- **Declaration column is `due_date`** NOT `deadline` — already handled in NudgeNotificationMail
- **Declaration has `assignee()` relationship** — `belongsTo(User::class, 'assigned_to')` at `Declaration.php:123`
- **No `Declaration::workspace()` scope** — use `$declaration->workspace_id` directly
- **Authorization returns `abort(404)`** not 403 — architecture convention, prevents workspace boundary information leakage
- **All URLs passed as props** from PHP controllers — never hardcode in Vue. Use Wayfinder or `route()` helper
- **`isWorker` prop** already exists on Dashboard — passed from `DashboardController`, use to conditionally show nudge
- **Workspace resolution** — session-based via `current_workspace_id`, use `HasWorkspaceScope` trait
- **Cache invalidation** — always call `Cache::forget("user:{$userId}:unread_notifications")` after dispatching notification
- **Flash messages** — return `back()->with('flash', ['type' => 'success/warning', 'message' => '...'])` — Inertia shares flash via middleware
- **throttle middleware** — add `throttle:10,1` to nudge route (same as mentions route pattern)

### Testing Standards

- Pest syntax with `test()` closures
- `Notification::fake()` for verifying dispatch, then assert `Notification::assertSentTo($assignee, NudgeNotification::class)`
- Feature tests in `tests/Feature/Notifications/NudgeControllerTest.php`
- Use `route()` helper for URLs, never hardcoded paths
- `RefreshDatabase` is auto-applied via `Pest.php` — don't add manually
- `withoutVite()` is globally applied in `Pest.php` — compatible with backend tests
- Use `actingAs($user)` for authentication
- Create workspace, users, declaration via factories in test setup
- Test the debounce by creating a notification record with `created_at` within/outside the 1-hour window
- Run `composer test` — must pass all 237+ existing tests plus new ones, zero failures

### Project Structure Notes

**New files to create:**
- `app/Http/Controllers/NudgeController.php` — follows existing controller pattern
- `resources/js/components/declarations/NudgePopover.vue` — new component
- `tests/Feature/Notifications/NudgeControllerTest.php` — new test file

**Existing files to modify:**
- `resources/js/pages/Dashboard.vue` — enable "Relancer" dropdown item, integrate NudgePopover
- `resources/js/pages/declarations/Index.vue` — add nudge icon/button per row
- `app/Http/Controllers/DashboardController.php` — add `canNudge` prop
- `app/Http/Controllers/DeclarationController.php` — add `canNudge` and `nudgeUrl` props to index
- `routes/web.php` — add nudge route

**Files NOT to touch:**
- `app/Notifications/NudgeNotification.php` — already complete from Story 3.1
- `app/Mail/NudgeNotificationMail.php` — already complete from Story 3.1
- `resources/views/emails/nudge-notification.blade.php` — already complete
- `app/Enums/NotificationType.php` — already complete
- `resources/js/components/ui/*` — shadcn-vue, never modify

### References

- [Source: _bmad-output/planning-artifacts/epics.md#Story 3.2]
- [Source: _bmad-output/planning-artifacts/architecture.md#Notification Patterns — "Nudge dialog: Popover, not full modal"]
- [Source: _bmad-output/planning-artifacts/architecture.md#Phase 3 File Structure — NudgeController]
- [Source: _bmad-output/planning-artifacts/ux-design-specification.md#Nudge UX Pattern]
- [Source: _bmad-output/planning-artifacts/prd.md#FR29-FR31]
- [Source: _bmad-output/implementation-artifacts/3-1-notification-infrastructure-setup.md]
- [Source: _bmad-output/implementation-artifacts/epic-2-retro-2026-03-24.md#Deferred Items D-1]
- [Source: app/Http/Controllers/DeclarationMentionController.php — reference controller pattern]
- [Source: app/Concerns/HasWorkspaceScope.php — workspace resolution trait]
- [Source: app/Models/Declaration.php:123 — assignee() relationship]

## Dev Agent Record

### Agent Model Used

Claude Opus 4.6 (1M context)

### Debug Log References

None — clean implementation with no blockers.

### Completion Notes List

- Created NudgeController with HasWorkspaceScope trait, owner/manager authorization, debounce (1-hour window), NudgeNotification dispatch, Spatie activity logging, cache invalidation, and flash messages
- Registered POST route `declarations/{declaration}/nudge` with throttle:10,1 middleware
- Created NudgePopover Vue component using shadcn-vue Popover, with useForm for Inertia POST, loading state, and auto-close on success
- Dashboard "Relancer" dropdown item now functional for owner/manager via direct `router.post()` click (D-1 resolved)
- Declarations Index page now shows NudgePopover per row for owner/manager
- DashboardController passes `canNudge` and per-declaration `nudgeUrl` props
- DeclarationController@index passes `canNudge` and per-declaration `nudgeUrl` and `assignee_name` props
- Updated DashboardDeclaration type to include `nudgeUrl`, DashboardProps to include `canNudge`
- 10 new feature tests covering all ACs: authorization, debounce, activity log, cache invalidation, edge cases
- All 247 tests pass (1307 assertions), zero regressions
- Installed shadcn-vue Popover component (reka-ui based)

### File List

**New files:**
- app/Http/Controllers/NudgeController.php
- resources/js/components/declarations/NudgePopover.vue
- tests/Feature/Notifications/NudgeControllerTest.php
- resources/js/components/ui/popover/Popover.vue (shadcn-vue install)
- resources/js/components/ui/popover/PopoverAnchor.vue (shadcn-vue install)
- resources/js/components/ui/popover/PopoverContent.vue (shadcn-vue install)
- resources/js/components/ui/popover/PopoverTrigger.vue (shadcn-vue install)
- resources/js/components/ui/popover/index.ts (shadcn-vue install)

**Modified files:**
- routes/web.php — added nudge route
- app/Http/Controllers/DashboardController.php — added canNudge + nudgeUrl props
- app/Http/Controllers/DeclarationController.php — added canNudge + nudgeUrl + assignee_name props
- resources/js/pages/Dashboard.vue — enabled "Relancer" dropdown item for owner/manager
- resources/js/pages/declarations/Index.vue — added NudgePopover per row
- resources/js/types/dashboard.ts — added nudgeUrl to DashboardDeclaration, canNudge to DashboardProps

### Change Log

- 2026-03-25: Implemented Story 3.2 One-Click Nudge System — NudgeController, NudgePopover, dashboard/index integration, 10 tests