Plan: Executive Payroll Report v2 implementation

Task-by-task plan for the design committed at 27cdb46. 14 tasks with
4 hard-pause checkpoints at natural demo points:
  - After Task 6  (backend helpers done)
  - After Task 8  (multi-select modal + filter pills)
  - After Task 12 (full HTML layout — all 4 chapters)
  - After Task 14 (PDF mirrored + QA + shipped note)

Task 1 is a pure refactor (extract _compute_outstanding from index())
so later tasks can reuse the dashboard math with filters. Tasks 2-5
add the new helpers alongside existing code with failing-test-first
discipline. Task 6 switches the main helper to multi-value filters
(project_ids/team_ids) — existing behaviour preserved via backward-
compatible getlist. Tasks 7-12 restructure the HTML template into
Hero + 4 chapters. Task 13 mirrors in the PDF. Task 14 QAs and ships.

~11 new tests across 4 test classes; total grows from 28 to ~39.

One new dependency: Choices.js 10.2.0 via CDN, admin-only gated,
graceful fallback to native multi-select on CDN failure.

Follows the CLAUDE.md conventions: # === SECTION === comments,
plain-English docstrings, subquery-filter pattern for M2M filters,
single-batched push at the end, Co-Authored-By trailer on every
commit, never amend.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Konrad du Plessis 2026-04-22 21:45:31 +02:00
parent 27cdb46ec9
commit e2eb889a29

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