docs: capture dashboard/report audit pass landing
CLAUDE.md breadcrumb: '6 subsequent commits' → '13 subsequent commits' with a one-paragraph summary of what's pending pull + restart on production. Points at parked-work.md for the full commit table. parked-work.md: - 'Pending pull-and-restart' table: added 18c75b2 (calendar month) and the 2e6b78d→c02edce audit-pass range as a single collapsed entry. - 'Recently shipped' grew a detailed entry for the 18-finding audit pass at the top. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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CLAUDE.md
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@ -7,13 +7,17 @@
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`0014_add_absence`, `0015_absence_project` are deployed; `/history/`
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is no longer crashing on the production VM. The Worker Absences
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feature shipped on 14 May 2026 (commits `bf6f0a5` → `27fe05e` on
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`ai-dev`). **6 subsequent commits** of UX polish + cleanup
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(team-filter bug fix, dropdown stacking fix, team filter on
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`/workers/` and `/history/`, day-name in payroll modal, 7 small
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code-review polish items) are on `ai-dev` HEAD but not yet on
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`ai-dev`). **13 subsequent commits** of UX polish + cleanup +
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dashboard/report number audit (team filters, dropdown stacking fix,
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day-name in payroll modal, calendar-month math, outstanding totals
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aligned, `Project.name` dedupe, `timezone.localdate()`,
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`_company_cost_velocity` SQL-aggregated, signed adjustment amounts,
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hero-card scope sublines) are on `ai-dev` HEAD but not yet on
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production — needs a `git pull` + `sudo systemctl restart
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django-dev.service` whenever convenient (no migrations or
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collectstatic required for any of them).
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collectstatic required for any of them). See
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`docs/plans/parked-work.md` "Pending pull-and-restart" table for
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the full commit list.
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Phase A.2 (manual JournalEntry UI) and Phase B (Letterly inbound
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webhook) from the Site Work Logging design are parked pending Q5 / Q7
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@ -25,6 +25,8 @@ that are NOT yet on production:
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| `398a5b2` | Adds a Team filter to `/history/` (and CSV export) |
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| `70fa085` | Shows day name in Work Log Payroll modal header ("Friday, 15 May 2026") |
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| `d1d3e15` | 7 absence-feature polish follow-ups (dead code removal, N+1 fixes, DRY helpers, WCAG icon contrast) |
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| `18c75b2` | Dashboard "Paid This Month" now actually uses calendar month (was 60-day rolling) |
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| `2e6b78d` → `c02edce` | Dashboard + report numbers audit fixes — 18 findings, 6 commits: outstanding-total alignment, project-name dedupe, timezone.localdate(), off-by-one date windows, dead context removal, SQL-aggregate cost velocity, clearer labels, signed adjustment amounts, daily_rate documentation |
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**To deploy these:**
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- No migrations needed (pure template + view changes; no schema changes).
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@ -103,6 +105,21 @@ From Q9, Q4 of the Site Work Logging brainstorm:
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## Recently shipped (for context, so a fresh session knows what just landed)
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- **Dashboard + report numbers audit** (commits `18c75b2` → `c02edce`,
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15 May 2026): Konrad spotted that the home dashboard's "Paid This
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Month" actually showed the last 60 days. A thorough audit found
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17 more issues across the home dashboard, payroll dashboard, and
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report. All 18 fixed in 7 commits: calendar-month math, outstanding
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totals aligned between dashboards, `Project.name` dedupe (was
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silently merging same-named projects), `timezone.localdate()`
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replacing `timezone.now().date()` (SAST drift fix), off-by-one
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on "last 7 / 60 days" windows, dead `year_projects`/`year_teams`
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context removed, `_company_cost_velocity` rewritten as single SQL
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aggregate, signed/coloured adjustment amounts on report tables
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(Bonus vs Deduction now visually distinct), "Outstanding Now"
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hero card subline now shows scope when filters active, dual
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daily_rate code paths documented in CLAUDE.md. 160 → 173 tests
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(+13 regression).
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- **Absence-feature polish pass** (commit `d1d3e15`, 15 May 2026):
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Seven small cleanups in one focused commit. (1) Deleted unused
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`AbsenceQuickForm` (Round C made it obsolete). (2) Extracted
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