From 652168fe881301c1e1efa9300cac689b833d06ec Mon Sep 17 00:00:00 2001 From: Konrad du Plessis Date: Fri, 15 May 2026 02:15:53 +0200 Subject: [PATCH] docs: capture dashboard/report audit pass landing MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit 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) --- CLAUDE.md | 14 +++++++++----- docs/plans/parked-work.md | 17 +++++++++++++++++ 2 files changed, 26 insertions(+), 5 deletions(-) diff --git a/CLAUDE.md b/CLAUDE.md index 3da3c13..55299ff 100644 --- a/CLAUDE.md +++ b/CLAUDE.md @@ -7,13 +7,17 @@ `0014_add_absence`, `0015_absence_project` are deployed; `/history/` is no longer crashing on the production VM. The Worker Absences feature shipped on 14 May 2026 (commits `bf6f0a5` → `27fe05e` on -`ai-dev`). **6 subsequent commits** of UX polish + cleanup -(team-filter bug fix, dropdown stacking fix, team filter on -`/workers/` and `/history/`, day-name in payroll modal, 7 small -code-review polish items) are on `ai-dev` HEAD but not yet on +`ai-dev`). **13 subsequent commits** of UX polish + cleanup + +dashboard/report number audit (team filters, dropdown stacking fix, +day-name in payroll modal, calendar-month math, outstanding totals +aligned, `Project.name` dedupe, `timezone.localdate()`, +`_company_cost_velocity` SQL-aggregated, signed adjustment amounts, +hero-card scope sublines) are on `ai-dev` HEAD but not yet on production — needs a `git pull` + `sudo systemctl restart django-dev.service` whenever convenient (no migrations or -collectstatic required for any of them). +collectstatic required for any of them). See +`docs/plans/parked-work.md` "Pending pull-and-restart" table for +the full commit list. Phase A.2 (manual JournalEntry UI) and Phase B (Letterly inbound webhook) from the Site Work Logging design are parked pending Q5 / Q7 diff --git a/docs/plans/parked-work.md b/docs/plans/parked-work.md index d64336d..62ddb1d 100644 --- a/docs/plans/parked-work.md +++ b/docs/plans/parked-work.md @@ -25,6 +25,8 @@ that are NOT yet on production: | `398a5b2` | Adds a Team filter to `/history/` (and CSV export) | | `70fa085` | Shows day name in Work Log Payroll modal header ("Friday, 15 May 2026") | | `d1d3e15` | 7 absence-feature polish follow-ups (dead code removal, N+1 fixes, DRY helpers, WCAG icon contrast) | +| `18c75b2` | Dashboard "Paid This Month" now actually uses calendar month (was 60-day rolling) | +| `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 | **To deploy these:** - No migrations needed (pure template + view changes; no schema changes). @@ -103,6 +105,21 @@ From Q9, Q4 of the Site Work Logging brainstorm: ## Recently shipped (for context, so a fresh session knows what just landed) +- **Dashboard + report numbers audit** (commits `18c75b2` → `c02edce`, + 15 May 2026): Konrad spotted that the home dashboard's "Paid This + Month" actually showed the last 60 days. A thorough audit found + 17 more issues across the home dashboard, payroll dashboard, and + report. All 18 fixed in 7 commits: calendar-month math, outstanding + totals aligned between dashboards, `Project.name` dedupe (was + silently merging same-named projects), `timezone.localdate()` + replacing `timezone.now().date()` (SAST drift fix), off-by-one + on "last 7 / 60 days" windows, dead `year_projects`/`year_teams` + context removed, `_company_cost_velocity` rewritten as single SQL + aggregate, signed/coloured adjustment amounts on report tables + (Bonus vs Deduction now visually distinct), "Outstanding Now" + hero card subline now shows scope when filters active, dual + daily_rate code paths documented in CLAUDE.md. 160 → 173 tests + (+13 regression). - **Absence-feature polish pass** (commit `d1d3e15`, 15 May 2026): Seven small cleanups in one focused commit. (1) Deleted unused `AbsenceQuickForm` (Round C made it obsolete). (2) Extracted