admin/38686-vm
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Update CLAUDE.md with split payslip and team pay schedule docs

Browse Source 
Document the new split payslip feature, team pay schedule fields,
pay period calculation helpers, and backward-compatible process_payment.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Konrad du Plessis 2026-03-24 21:08:32 +02:00
parent 409e7bfd57
commit 394f9bdfe4
1 changed files with 5 additions and 2 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

7
CLAUDE.md
View File

@ -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 (~1700 lines)
views.py — All 17 view functions (~1900 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)
@ -38,7 +38,7 @@ staticfiles/ — Collected static assets (Bootstrap, admin)
- **UserProfile** — extends Django User (OneToOne); minimal, no extra fields in v5
- **Project** — work sites with supervisor assignments (M2M User), start/end dates, active flag
- **Worker** — profiles with salary, `daily_rate` property (monthly_salary / 20), photo, ID doc
- **Team** — groups of workers under a supervisor
- **Team** — groups of workers under a supervisor, with optional pay schedule (`pay_frequency`: weekly/fortnightly/monthly, `pay_start_date`: anchor date)
- **WorkLog** — daily attendance: date, project, team, workers (M2M), supervisor, overtime, `priced_workers` (M2M)
- **PayrollRecord** — completed payments linked to WorkLogs (M2M) and Worker (FK)
- **PayrollAdjustment** — bonuses, deductions, overtime, loans; linked to project (FK, optional), worker, and optionally to a Loan or WorkLog
@ -102,6 +102,9 @@ python manage.py check # System check
- Payslip Preview modal ("Worker Payment Hub"): shows earnings, adjustments, net pay, **plus** active loans/advances with inline repayment forms. Uses `refreshPreview()` JS function that re-fetches after AJAX repayment submission. Repayment POSTs to `add_repayment_ajax` which creates a PayrollAdjustment (balance deduction only happens during `process_payment()`)
- Advance Payment auto-processing: `add_adjustment` immediately creates PayrollRecord + sends payslip when an advance is created. Also auto-creates an "Advance Repayment" adjustment for the next salary cycle. Uses `_send_payslip_email()` helper (shared with `process_payment`)
- Advance-to-loan conversion: When an Advance Repayment is only partially paid, `process_payment` changes the Loan's `loan_type` from 'advance' to 'loan' so the remainder is tracked as a regular loan
- 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).
## URL Routes
| Path | View | Purpose |