Five focused updates from the Apr 22-23 bug-fix + gitignore session:
1. Fix stale supervisor-picker queryset doc: it was showing the pre-fix
Q(is_staff)|Q(is_superuser)|Q(groups__name='Work Logger') filter.
Since commit 0ceceeb the queryset is just User.objects.filter(is_active=True).
2. Update "How to add a new supervisor" step 2: Work Logger group
membership is no longer required for picker visibility — optional now.
3. Add "Schema name-drifts to remember" block near Key Models. Three
recurring gotchas that burned four subagent tasks across two sessions:
- PayrollAdjustment.description (not reason)
- log.adjustments_by_work_log (not payrolladjustment_set)
- log.overtime_amount (not log.overtime)
4. Add canonical test-command one-liner to the Commands section:
USE_SQLITE=true DJANGO_DEBUG=true python manage.py test core.tests -v 2
5. Add "Django ORM gotcha" subsection documenting the M2M filter +
values().annotate(Sum()) inflation bug and the id__in subquery fix
pattern (refs commit f1e246c, ReportContextFilterInflationTests).
No code changes; no test impact.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Problem: every time collectstatic ran on the VM, Flatlogic's web UI
detected the modified files in staticfiles/ and auto-committed them
with a generic "Ver XX.YY" message (e.g. "Ver 30.04 Fix reports and
add Supervisor"), pushing the result to gitea but not GitHub. Every
push of CSS/JS changes triggered a reconciliation dance. See the
"Ver 30.04" divergence resolved by commit e0d2c74 for the most recent
example — that was the 3rd or 4th recurrence of this exact pattern.
Fix:
1. Add staticfiles/ to .gitignore
2. Untrack all 627 currently-tracked files via `git rm -r --cached`
3. Document the change in CLAUDE.md (Project Structure, Static Assets,
and a new "NOT tracked in git" subsection)
Deploy consequence: the NEXT pull on the VM will delete
staticfiles/ from the working tree (because git sees those files
removed from the tree). Gemini MUST run `collectstatic --noinput`
IMMEDIATELY after `git pull` to repopulate from source, then
restart the service. Brief window of 404s on static assets is
acceptable at this scale (seconds).
After this change: collectstatic output lives on the VM's filesystem
but outside git's view, so Flatlogic's UI has nothing to auto-commit.
The recurring divergence pattern is permanently eliminated.
No runtime code changes — all 28 tests still pass.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Documents three things that came out of today's Phase 2 deploy session
and weren't previously written down:
1. Static Assets & Cache-Busting (new section): explains that production
traffic goes through Cloudflare with 4h edge cache; the
`deployment_timestamp` template variable is what breaks stale caches;
and why `request.timestamp` must never be used (the silent-default-to-1.0
bug that ate a couple of hours).
2. Environment Variables: inline notes for each var. Most important new
fact is that DEFAULT_FROM_EMAIL is now optional — falls back to
EMAIL_HOST_USER if unset (prevents the "Invalid address ''" failure
mode on outbound mail). Also documents that .env lives at BASE_DIR.parent
on Flatlogic and can only be edited via Gemini/shell.
3. Flatlogic Deployment: collectstatic isn't auto-run, django-dev.service
runs manage.py runserver (dev server in prod — known but works at this
scale), Cloudflare sits in front, VM has two git remotes (github +
gitea) that must stay in sync, VM-local safety branches for rollback,
and the "pick one write path" workflow rule to avoid divergence.
No code changes — documentation only.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
New docs/FEATURES.md covers all 15 feature areas: dashboard, attendance,
work history, payroll, payments, adjustments, loans, worker lookup, worker
management, team schedules, receipts, emails/PDFs, auth, exports, and
deployment tools. CLAUDE.md updated with accurate line count.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
New AJAX endpoint (worker_lookup_ajax) returns a comprehensive financial
report card for any active worker. Modal shows: amount payable, outstanding
loans, paid this month/year, loans this year, recent activity, active loans
table, current project + days, PPE sizing, drivers license, and notes.
Worker names across all dashboard tabs are now clickable links that open
the modal. Header button with searchable dropdown for quick access.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
New fields: shoe_size, overall_top_size, pants_size, tshirt_size,
has_drivers_license (boolean), drivers_license (file upload).
Admin organised into 3 fieldsets. CSV export updated with new columns.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- views.py now has 27 functions (~2470 lines)
- Document the Quick Adjust button on pending payments rows
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Replace "Exclude workers with loans" checkbox with dropdown
(All Workers / With loans only / Without loans) in batch pay modal,
matching the pending payments table filter style
- Fix radio button visual state when switching between
"Until Last Paydate" and "Pay All" modes (set checked after DOM append)
- Update CLAUDE.md with pending table filter and overdue badge docs
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Flatlogic doesn't always run migrations on Pull Latest. Added note
about using /run-migrate/ to fix "Unknown column" errors after deploy.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
Advances are now treated as immediate payments (not pending salary items):
- Auto-creates PayrollRecord + sends payslip email at creation time
- Auto-creates Advance Repayment adjustment for next salary cycle
- Validates worker has unpaid work logs (otherwise use New Loan)
- Requires project selection for cost tracking
- Partial repayment converts advance to regular loan
- Admin can edit auto-repayment amount before payday
- Negative net pay warning in preview modal
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Redesign Advance Payments to work like loans with tracked balances:
- Add loan_type field to Loan model ('loan' or 'advance')
- Move Advance Payment from DEDUCTIVE to ADDITIVE types (worker receives money)
- Add new Advance Repayment type for deducting from future salary
- Create/edit/delete handlers mirror New Loan behavior for advances
- Loans & Advances tab with type badges and filter buttons
Enhance Payslip Preview modal into "Worker Payment Hub":
- Show outstanding loans & advances with balances in preview
- Inline repayment form per loan (amount pre-filled, note, Deduct button)
- AJAX add_repayment_ajax endpoint creates adjustment without page reload
- Modal auto-refreshes after repayment showing updated net pay
- New refreshPreview() JS function enables re-fetching after AJAX
Other changes:
- Rename History to Work History in navbar
- Advance-specific payslip layout for pure advance payments
- Fix JS noProjectTypes to hide Project field for advance types
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
