4 Commits

Author SHA1 Message Date
Konrad du Plessis
394f9bdfe4 Update CLAUDE.md with split payslip and team pay schedule docs
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>
2026-03-24 21:08:32 +02:00
Konrad du Plessis
d51d06d28d Redesign advance payments: auto-process immediately with auto-repayment
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>
2026-03-05 14:23:03 +02:00
Konrad du Plessis
0257b454af Add Advance Payment system + enhanced preview modal with inline repayments
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>
2026-03-05 10:46:58 +02:00
Konrad du Plessis
19c662ec7d Fix 3 critical bugs in dashboard + attendance logging
- Fix outstanding payments: check per-worker (not per-log) to handle partially-paid WorkLogs
- Fix adjustment math: deductions now subtract from outstanding instead of adding
- Fix conflict resolution: use explicit worker ID list (QueryDict.getlist) instead of broken form.data.workers iteration
- Add missing migration 0003 for Project start_date/end_date fields
- Add CLAUDE.md project documentation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 18:28:11 +02:00