Extends the app with friendly form-based management for Teams and Projects —
an alternative to using Django admin for routine maintenance.
New URLs (admin-only, all return 403 for non-admins):
- /teams/ · /teams/new/ · /teams/<id>/ · /teams/<id>/edit/
- /teams/report/ · /teams/report/csv/
- /projects/ + same 5 variants
Forms (core/forms.py):
- TeamForm — ModelForm with pay-schedule validation (both or neither field)
- ProjectForm — ModelForm with end_date >= start_date validation
- _supervisor_user_queryset() — admins + Work Logger group members
Views (core/views.py):
- 10 new views (5 per model: list, detail, edit, batch_report, batch_csv)
- _build_team_report_context() / _build_project_report_context() shared helpers
- All views gate on is_admin(user)
- Reuses existing get_pay_period() for Team detail Pay Schedule tab
Templates (core/templates/core/teams/ and projects/):
- list.html — filterable table with search
- detail.html — tabbed profile / workers / history / schedule
- edit.html — serves both /new/ and /edit/
- batch_report.html — lifetime aggregates per row, CSV download
UI integration:
- Resources dropdown added to top nav (admin-only, Teams + Projects)
- Manage All buttons added to Dashboard Manage Resources tabs (Teams, Projects)
No model changes, no migrations — purely additive.
CLAUDE.md updated with new routes and section describing the pattern.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Minimal infrastructure push before the bigger feature release (worker/team/
project management UIs, WeasyPrint migration, new models). Deploying this
first gives us a browser-accessible `/backup-data/` endpoint so we can
snapshot production before the bigger change lands.
SECURITY
- Remove hardcoded Gmail App Password from settings.py (was leaking via
git history; new password now lives in Flatlogic's `../.env` file)
- Remove hardcoded SECRET_KEY default; raise ImproperlyConfigured in
prod if env var missing; dev fallback only when USE_SQLITE is set
- Flip DEBUG default from 'true' to 'false' so missing env var doesn't
silently expose tracebacks
- Remove hardcoded EMAIL_HOST_USER / DEFAULT_FROM_EMAIL defaults
- Add startup warning when email vars missing in production
- Fix CSRF_TRUSTED_ORIGINS double-scheme bug (would break with
pre-prefixed HOST_FQDN env var)
BACKUP / RESTORE
- New `backup_data` management command — serialises every core + auth
row to a timestamped JSON file. Gracefully handles models missing at
older schema versions (WorkerCertificate/Warning imported optionally).
- New `restore_data` management command — loads JSON back into the DB
with a populated-DB safety guard and transactional all-or-nothing
semantics.
- New `/backup-data/` admin-only URL — downloads the JSON to browser.
- New `/restore-data/` admin-only URL — upload form with CSRF and
explicit confirm checkbox before any data is loaded.
MIGRATIONS
- Add 0007_vat_type_default + 0008_vat_type_default_none (change
ExpenseReceipt.vat_type default to 'None').
- Update models.py to match migration 0008's end state.
HOUSEKEEPING
- Extend .gitignore: .claude/, .vscode/, .idea/, test_*.pdf,
test_*.json, nul, backups/.
Co-Authored-By: Claude Opus 4.7 (1M context) <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>
Batch Pay: new button on payroll dashboard lets admins pay multiple
workers at once using team pay schedules. Shows preview modal with
eligible workers, then processes all payments in one click.
Fix: "Split at Pay Date" now uses cutoff_date (end of last completed
period) instead of current period end. This includes ALL overdue work
across completed periods, not just one period.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Flatlogic's "Pull Latest" doesn't always run migrations automatically.
This endpoint lets you visit /run-migrate/ to apply pending migrations
to the production MySQL database from the browser.
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>
Admin-only CSV export with name, ID number, phone, salary, daily rate,
employment date, active status, and notes. Button on dashboard next to
Manage Resources header.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Straight port from V2 adapted for V5 field names. Creates expense
receipts with dynamic line items, VAT calculation (Included/Excluded/
None at 15%), and emails HTML + PDF to Spark Receipt. Uses lazy
xhtml2pdf import to avoid crashing if not installed on server.
Files: forms.py (ExpenseReceiptForm + FormSet), views.py (create_receipt),
create_receipt.html, receipt_email.html, receipt_pdf.html, urls.py, base.html
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- core/utils.py: render_to_pdf() wrapper for xhtml2pdf
- core/templates/core/pdf/payslip_pdf.html: A4 PDF payslip (matches V2 layout)
- core/templates/core/email/payslip_email.html: HTML email body for Spark
- core/templates/core/payslip.html: browser payslip detail page with print
- core/views.py: add payslip_detail view, wire email+PDF into process_payment
- core/urls.py: add payroll/payslip/<pk>/ route
- config/settings.py: add SPARK_RECEIPT_EMAIL setting
- payroll_dashboard.html: add "View" payslip link in Payment History tab
All templates show adjustments (bonuses, deductions, overtime, loan repayments)
as line items. Amounts always show 2 decimal places. Email failure does not
roll back payment — handled gracefully with warning message.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Visit your-site.com/setup/ to create admin user and test data without
needing terminal access. Links to admin panel and dashboard after setup.
REMOVE THIS after initial testing is complete.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Attendance form: date range (start+end), Sat/Sun checkboxes, conflict
detection with Skip/Overwrite, supervisor auto-set, estimated cost card
- Work history: filter by worker/project/payment status, CSV export,
payment status badges (Paid/Unpaid)
- Supervisor dashboard: stat cards for projects, teams, workers count
- Forms: supervisor filtering (non-admins only see their projects/workers)
- Navbar: History link now works, cleaned up inline styles in base.html
- Management command: setup_groups creates Admin + Work Logger groups
- No model/migration changes — database is untouched
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
