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Update CLAUDE.md with batch pay feature documentation

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- Add batch pay workflow docs (schedule vs pay-all modes, shared helper)
- Add batch-pay preview and process endpoints to URL routes table
- Update view count to 19 (~2000 lines)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Konrad du Plessis 2026-03-24 22:32:05 +02:00
parent 9ebaae1b0c
commit 2c3410e7c7
1 changed files with 4 additions and 1 deletions
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CLAUDE.md
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@ -26,7 +26,7 @@ core/ — Single main app: ALL business logic, models, views, forms,
forms.py — AttendanceLogForm, PayrollAdjustmentForm, ExpenseReceiptForm + formset
models.py — All 10 database models
utils.py — render_to_pdf() helper (lazy xhtml2pdf import)
views.py — All 17 view functions (~1900 lines)
views.py — All 19 view functions (~2000 lines)
management/commands/ — setup_groups, setup_test_data, import_production_data
templates/ — base.html + 7 page templates + 2 email + 2 PDF + login
ai/ — Flatlogic AI proxy client (not used in app logic)
@ -105,6 +105,7 @@ python manage.py check # System check
- Split Payslip: Preview modal has checkboxes on work logs and adjustments (all checked by default). `process_payment()` accepts optional `selected_log_ids` / `selected_adj_ids` POST params to pay only selected items. Falls back to "pay all" if no IDs provided (backward compatible with the quick Pay button).
- Team Pay Schedules: Teams have optional `pay_frequency` + `pay_start_date` fields. `get_pay_period(team)` calculates current period boundaries by stepping forward from the anchor date. The preview modal shows a "Split at Pay Date" button that auto-unchecks items outside the current pay period. `get_worker_active_team(worker)` returns the worker's first active team.
- Pay period calculation: `pay_start_date` is an anchor (never needs updating). Weekly=7 days, Fortnightly=14 days, Monthly=calendar month stepping. Uses `calendar.monthrange()` for month-length edge cases (no `dateutil` dependency).
- Batch Pay: "Batch Pay" button on payroll dashboard opens a modal with two radio modes — **"Until Last Paydate"** (default, splits at last completed pay period per team schedule) and **"Pay All"** (includes all unpaid items regardless of date). Preview fetches from `batch_pay_preview` with `?mode=schedule|all`. Workers without team pay schedules are skipped in schedule mode but included in Pay All mode. `batch_pay` POST endpoint processes each worker in independent atomic transactions; emails are sent after all payments complete. Uses `_process_single_payment()` shared helper (same logic as individual `process_payment`).
## URL Routes
| Path | View | Purpose |
@ -126,6 +127,8 @@ python manage.py check # System check
| `/payroll/payslip/<pk>/` | `payslip_detail` | Admin: view completed payslip |
| `/receipts/create/` | `create_receipt` | Staff: expense receipt with line items |
| `/import-data/` | `import_data` | Setup: run import command from browser |
| `/payroll/batch-pay/preview/` | `batch_pay_preview` | Admin: AJAX JSON batch pay preview (`?mode=schedule\|all`) |
| `/payroll/batch-pay/` | `batch_pay` | Admin: POST process batch payments for multiple workers |
| `/run-migrate/` | `run_migrate` | Setup: run pending DB migrations from browser |
## Frontend Design Conventions