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439effd
docs(ai-docs): add task refactor migration documentation (old vs new)
akulakum Mar 9, 2026
4a534db
Merge branch 'next' into TASK_REFACTOR_MIGRATION_OLD_VS_NEW
akulakum Mar 10, 2026
45a1bd6
docs(ai-docs): address codex review comments
akulakum Mar 10, 2026
28397c2
docs(ai-docs): address codex second review comments
akulakum Mar 10, 2026
3bd613f
docs(ai-docs): address codex third review comments
akulakum Mar 10, 2026
606dcbf
docs(ai-docs): address codex fourth review comments
akulakum Mar 10, 2026
23c1fab
docs(ai-docs): address codex fifth review comments
akulakum Mar 10, 2026
e4ea922
docs(ai-docs): address codex sixth review comments
akulakum Mar 11, 2026
b35a8c3
Merge branch 'next' into TASK_REFACTOR_MIGRATION_OLD_VS_NEW
akulakum Mar 11, 2026
2313f1a
docs(ai-docs): address codex seventh review comments
akulakum Mar 11, 2026
0024a37
docs(ai-docs): split PR — retain only foundation docs (PR 1/4)
akulakum Mar 11, 2026
abbbaf3
docs(ai-docs): address codex eighth review — fix conference state der…
akulakum Mar 11, 2026
eabc80d
docs(ai-docs): add CC SDK task-refactor branch reference to 001-migra…
akulakum Mar 11, 2026
6e50dc5
docs(ai-docs): address codex ninth review — fix consult mapping, reco…
akulakum Mar 11, 2026
0d08a09
docs(ai-docs): address codex tenth review — add TaskState export, fix…
akulakum Mar 11, 2026
d576676
docs(ai-docs): address codex eleventh review — keep findHoldStatus in…
akulakum Mar 11, 2026
4a28a43
docs(ai-docs): address reviewer feedback — restructure 001 overview, …
akulakum Mar 11, 2026
91dd405
docs(ai-docs): consolidate PR 1 migration docs into single overview
akulakum Mar 12, 2026
319b843
Merge branch 'next' into TASK_REFACTOR_MIGRATION_OLD_VS_NEW
akulakum Mar 17, 2026
86ada36
docs(migration): SDK exports list/timeline, define gotcha
akulakum Mar 17, 2026
4471af5
Merge branch 'next' into TASK_REFACTOR_MIGRATION_OLD_VS_NEW
akulakum Mar 18, 2026
e6ce0da
Merge branch 'next' into TASK_REFACTOR_MIGRATION_OLD_VS_NEW
akulakum Mar 19, 2026
3c5f274
docs(migration): address — reorder sections, add consultTransfer meth…
akulakum Mar 19, 2026
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2 changes: 2 additions & 0 deletions AGENTS.md
Original file line number Diff line number Diff line change
Expand Up @@ -532,6 +532,7 @@ yarn build
```
ccWidgets/
├── packages/contact-center/
│ ├── ai-docs/migration/ # Task refactor migration docs (old → new)
│ ├── station-login/ # Widget with ai-docs/
│ ├── user-state/ # Widget with ai-docs/
│ ├── task/ # Widget package
Expand Down Expand Up @@ -613,6 +614,7 @@ ccWidgets/

- **Repository Rules:** [RULES.md](./RULES.md)
- **Templates Overview:** [templates/README.md](./ai-docs/templates/README.md)
- **Task Refactor Migration (Contact Center):** [packages/contact-center/ai-docs/migration/migration-overview.md](./packages/contact-center/ai-docs/migration/migration-overview.md) — overview and entry point for CC SDK task-refactor migration docs

---

Expand Down
158 changes: 158 additions & 0 deletions packages/contact-center/ai-docs/migration/migration-overview.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,158 @@
# Task Refactor Migration Overview

## Purpose

Guide for migrating CC Widgets from ad-hoc task state management to the new SDK state-machine-driven architecture (`task-refactor` branch). This is the single entry point — it tells you what changed, which docs to follow in what order, and what to watch out for.

---

## Architectural Change: Old vs New

```
┌─────────────────────────────────────────────────────────────────────────────────┐
│ OLD (Current Widgets) │ NEW (After Migration) │
│ │ │
│ SDK emits 27 task events │ SDK state machine transitions │
│ │ │ │ │
│ ▼ │ ▼ │
│ Store: refreshTaskList() │ SDK: computes TaskUIControls │
│ + update observables manually │ from (TaskState + TaskContext) │
│ │ │ │ │
│ ▼ │ ▼ │
│ Hooks: getControlsVisibility( │ SDK emits │
│ deviceType, featureFlags, │ 'task:ui-controls-updated' │
│ task, agentId, conferenceEnabled) │ │ │
│ │ │ ▼ │
│ ▼ │ Widgets read task.uiControls │
│ Components: flat ControlVisibility │ │ │
│ (22 controls + 7 state flags) │ ▼ │
│ │ Components: TaskUIControls │
│ Logic spread across: │ (17 controls, each │
│ task-util.ts, task-utils.ts, │ { isVisible, isEnabled }) │
│ timer-utils.ts, component utils │ │
│ │ Single source of truth: │
│ │ task.uiControls │
└─────────────────────────────────────────────────────────────────────────────────┘
```

> The events themselves have not changed — they are the same events, now emitted via the SDK state machine. The key difference is that task state updates (including UI control computation) are handled by the SDK, not by widgets.

---

## CC Widgets Files Affected

| Area | Path |
|------|------|
| Store event wrapper | `packages/contact-center/store/src/storeEventsWrapper.ts` |
| Store task utils | `packages/contact-center/store/src/task-utils.ts` |
| Store constants | `packages/contact-center/store/src/constants.ts` |
| Store types | `packages/contact-center/store/src/store.types.ts` |
| Task hooks | `packages/contact-center/task/src/helper.ts` |
| Task UI utils (to be removed) | `packages/contact-center/task/src/Utils/task-util.ts` |
| Task types | `packages/contact-center/task/src/task.types.ts` |
| CC Components — CallControl | `packages/contact-center/cc-components/src/components/task/CallControl/` |
| CC Components — CallControlCAD | `packages/contact-center/cc-components/src/components/task/CallControlCAD/` |
| CC Components types | `packages/contact-center/cc-components/src/components/task/task.types.ts` |
| CC Components — WC wrapper | `packages/contact-center/cc-components/src/wc.ts` |

> **Not listed:** `timer-utils.ts` and `useHoldTimer.ts` are not directly affected by the task-refactor SDK changes. Timer signature updates (if any) are tracked separately in the hook migration doc.

---

## Execution Order

Follow these docs in order. Each doc has old vs new code, before/after examples, and files to modify.

| Order | Document | What to Do |
|-------|----------|------------|
| 1 | [store-event-wiring-migration.md](./store-event-wiring-migration.md) | Update 27 event handlers — switch to SDK `TASK_EVENTS` enum, keep `refreshTaskList()`, add `TASK_UI_CONTROLS_UPDATED` subscription, fix `handleConsultEnd` wiring, replace `isDeclineButtonEnabled` with `task.uiControls.decline.isEnabled` |
| 2 | [store-task-utils-migration.md](./store-task-utils-migration.md) | Remove redundant utils (SDK handles), keep display/timer utils |
| 3 | [call-control-hook-migration.md](./call-control-hook-migration.md) | Replace `getControlsVisibility()` with `task.uiControls` in `useCallControl` + update timer utils |
| 4 | [incoming-task-migration.md](./incoming-task-migration.md) | Use `task.uiControls.accept/decline` instead of visibility functions |
| 5 | [task-list-migration.md](./task-list-migration.md) | Per-task `uiControls` for accept/decline |
| 6 | [component-layer-migration.md](./component-layer-migration.md) | Update `cc-components` props — `ControlVisibility` → `TaskUIControls`, rename control props |

---

## SDK Pending Exports (Prerequisites)

**What the SDK does not export today** (from the package entry point `src/index.ts`): the items in the table below. They exist in SDK source but are not re-exported from the public package, so widget code cannot import them until they are added to the package.

**Before implementing:** Check whether each required export is available from the SDK — i.e. whether you can import it from the package. If an item is not yet exported, delay the work that depends on it or implement only the parts that do not need it. Full completion of the migration requires these exports.

| Item | SDK Change Needed |
|------|---|
| `TaskUIControls` type | Add to `src/index.ts` |
| `getDefaultUIControls()` | Add to `src/index.ts` |
| `TaskState` enum | Add to `src/index.ts` (needed for consult timer labeling) |
| `uiControls` on `ITask` | Add getter to `ITask` interface (currently only on concrete `Task` class) |
| `IVoice`, `IDigital`, `IWebRTC` | Add to `src/index.ts` (optional — for type narrowing) |

---

## Key Types from SDK

| Type | Purpose |
|------|---------|
| `TaskUIControls` | Pre-computed control states (17 controls, each `{ isVisible, isEnabled }`) |
| `TaskUIControlState` | Shape: `{ isVisible: boolean; isEnabled: boolean }` |
| `getDefaultUIControls()` | Fallback when no task: `task?.uiControls ?? getDefaultUIControls()` |
| `TASK_EVENTS` | Import from SDK — delete local enum in `store.types.ts` |
| `TaskState` | SDK state machine states — needed for consult timer labeling |

### `TaskUIControls` Structure

```typescript
type TaskUIControlState = { isVisible: boolean; isEnabled: boolean };

type TaskUIControls = {
accept: TaskUIControlState;
decline: TaskUIControlState;
hold: TaskUIControlState;
transfer: TaskUIControlState;
consult: TaskUIControlState;
end: TaskUIControlState;
recording: TaskUIControlState;
mute: TaskUIControlState;
consultTransfer: TaskUIControlState;
endConsult: TaskUIControlState;
conference: TaskUIControlState;
exitConference: TaskUIControlState;
transferConference: TaskUIControlState;
mergeToConference: TaskUIControlState;
wrapup: TaskUIControlState;
switchToMainCall: TaskUIControlState;
switchToConsult: TaskUIControlState;
};
```

Widgets no longer compute control visibility — `task.uiControls` is the single source of truth.

> Specific constants to delete/keep, event name mappings, and ordering constraints (e.g. "do not delete constant X until helper Y is rewritten") are documented in each migration doc listed in the [Execution Order](#execution-order) table.

---

## SDK Public Method Changes

| Old | New | Notes |
|-----|-----|-------|
| `task.consultTransfer()` | `task.transfer()` | `consultTransfer` is no longer a separate public method; a single `.transfer()` is used for all transfer types |

---

## CC SDK Reference

> **Repo:** [webex/webex-js-sdk (task-refactor)](https://github.com/webex/webex-js-sdk/tree/task-refactor)
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Local path should not be put here because this will be different from each person cloning the repo and using this file. For now just add a TODO not that we need to provide local SDK code reference. Rankush has already done some invetsigation in this area so once we have some finalized approach, we shoyld provide the details of that approach to be able to read other repos locally

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Removed the hardcoded local path. Added a TODO comment: "Provide local SDK cross-repo reference approach once finalized (Rankush is investigating). Do not use hardcoded local paths."


<!-- TODO: Provide local SDK cross-repo reference approach once finalized (Rankush is investigating). Do not use hardcoded local paths. -->

| File | Purpose |
|------|---------|
| `uiControlsComputer.ts` | Computes `TaskUIControls` from `TaskState` + `TaskContext` — the single source of truth |
| `Task.ts` | Task service exposing `task.uiControls` getter and `task:ui-controls-updated` event |
| `constants.ts` | `TaskState` and `TaskEvent` enums |

---

_Created: 2026-03-09_
_Updated: 2026-03-19 (addressed Kesari3008/mkesavan feedback, aligned with PR #646 decisions)_
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