85 Commits

Author SHA1 Message Date
Konrad du Plessis
702bba10ed Add SRI hashes to Choices.js CDN tags for consistency with Bootstrap
Code review (on 748c7c7) flagged that Bootstrap CDN tags in base.html
use integrity=sha384-... + crossorigin=anonymous, but the Choices.js
tags added in Task 7 did not. Since both are admin-only privileged
contexts and Bootstrap sets the precedent, Choices.js should match.

Hashes computed from cdn.jsdelivr.net/npm/choices.js@10.2.0 via
  curl ... | openssl dgst -sha384 -binary | openssl base64

No behavior change when the CDN is healthy; defense against a
compromised CDN serving altered bytes.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 23:11:38 +02:00
Konrad du Plessis
748c7c79d7 Modal: multi-select projects and teams via Choices.js
Replaces the two single <select> elements in the report config modal
with <select multiple> enhanced by Choices.js (CDN 10.2.0, admin-only
gated, graceful fallback to native on CDN failure).

Removes the 'All Projects' / 'All Teams' placeholder option rows —
empty selection = all, matching Choices.js convention.

Persists selected values across submissions via two new context keys
(selected_project_ids, selected_team_ids) threaded through index() and
generate_report().

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 23:05:00 +02:00
Konrad du Plessis
16d192d5fc Refactor _build_report_context signature to multi-value filters
project_id/team_id become project_ids/team_ids (list[int] or None).
Every internal filter uses the __in lookup; M2M filters use the
id__in subquery pattern documented in CLAUDE.md's Django ORM gotcha.
generate_report and generate_report_pdf switch to request.GET.getlist.
Old URL ?project=1 still works - getlist returns a single-element list.

Return dict gains six hero-KPI keys: current_outstanding, current_as_of,
company_avg_daily, company_avg_monthly, company_working_days,
team_project_activity - ready for the template restructure in Tasks 9-12.

Tests: 3 new multi-filter tests; existing inflation tests updated to the
new kwarg names. 42 total, all pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 22:53:16 +02:00
Konrad du Plessis
ea1e4bdbcb Enrich alltime_projects context with working_days + avg_per_working_day
Chapter I of the executive report needs per-project working-day count and
avg rand per working day. Instead of modifying the shared _get_labour_costs
helper (used by other sections with different column sets), enrich the
output INSIDE _build_report_context: wrap the raw result and add
working_days (distinct work-log dates per project) and avg_per_working_day
(total_cost / working_days, null-safe).

Also attaches start_date from the Project model (may be None if not set).

1 test added.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 22:45:08 +02:00
Konrad du Plessis
e8ba2c6745 Add _team_project_activity helper + 4 tests
Chapter IV pivot backend: for each (team, project) pair in the given
work-logs queryset, counts distinct work-log dates. Returns columns
(projects), rows (teams with cell dict), column totals, and grand total
ready for direct template rendering.

Logs with NULL team or NULL project are excluded (can't pivot on NULL).
Teams/projects with zero activity don't appear as rows/columns — keeps
the pivot tight.

Tests cover shape, cell counts, row+column+grand totals, and
zero-activity team omission.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 22:38:53 +02:00
Konrad du Plessis
ccc44a8d51 Fix _current_outstanding_in_scope sort + tighten team-filter test
Two tweaks from code review on 82594fa:

1. The sort `key=lambda r: -r['amount']` placed NEGATIVE amounts
   (rare but possible: a project with only a deductive adjustment)
   AHEAD of larger positive exposures. Swapped to
   `key=lambda r: r['amount'], reverse=True` — same runtime, clearer
   intent, correct for negatives.

2. test_team_filter_scopes_total only asserted the net total. A
   partial scoping regression where the adjustment leaked but netted
   to zero would have silently passed. Added two assertions that
   by_project has exactly the expected 2 entries and R 500 never
   appears in the amount list.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 22:35:30 +02:00
Konrad du Plessis
82594faad7 Add _current_outstanding_in_scope helper + 3 tests
Hero KPI card 2 needs 'Outstanding NOW' scoped to the report's selected
projects/teams. This helper wraps _compute_outstanding, reshapes the
by_project dict into a sorted list, and exposes the net total for direct
rendering.

Tests cover unfiltered total, project-scoped total, and team-scoped
total (including the worker__teams subquery path for adjustments).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 22:29:41 +02:00
Konrad du Plessis
e74f48f050 Add _company_cost_velocity helper + 3 tests
Computes company-wide avg daily and monthly labour cost for the
executive report's hero KPI band (cards 3 and 4). Denominator is
working days (distinct work-log dates), not calendar days — true
cost-of-a-productive-day metric per design section 2.

Monthly = daily * 30.44 (the 365.25/12 month-length approximation,
which keeps annualised totals correct on average).

Tests cover: empty DB returns zero, known values with assertAlmostEqual
for the 30.44 multiplication, and that multiple workers on one date
count as 1 working day (not N).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 22:20:14 +02:00
Konrad du Plessis
6be6a09056 Extract _compute_outstanding helper from index() (refactor)
Pure refactor: the ~45 lines of outstanding-payment math inside index()
(computing unpaid_wages + pending_adj_add - pending_adj_sub, with a
per-project breakdown) move into a standalone _compute_outstanding()
helper. index() now calls it with no arguments for unchanged behaviour.
The helper accepts optional project_ids / team_ids for Task 3.

No tests changed; 28/28 still pass. Dashboard Outstanding Payments
card shows the same value before and after.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 22:11:58 +02:00
Konrad du Plessis
0ceceebba4 Fix: supervisor picker hid regular active users (only admins showed)
Reported: when creating a new team or project from the friendly UI
(/teams/new/ or /projects/new/), the Supervisor dropdown only lists
is_staff / is_superuser accounts. Users who should be eligible to
supervise (e.g. eendman, supervisor_smoke) are invisible in the
picker even though they are active.

Root cause:
core.forms._supervisor_user_queryset filtered to
  is_active=True AND (is_staff OR is_superuser OR groups__name='Work Logger')
That was strictly more restrictive than the app's own permission
helper is_supervisor(user) in views.py, which grants supervisor
powers to ANYONE assigned to a team/project (via the team.supervisor
FK or project.supervisors M2M), regardless of group membership.
On Konrad's dev DB that excluded 2 of 6 active users from the picker
(one in a custom group, one in no group) even though both were valid
supervisor candidates by the permission model.

Fix:
Queryset now returns every active user. The act of assigning a user
to a team/project is what confers supervisor-ness downstream, so
the picker no longer needs a pre-registered allow-list. Inactive
users (is_active=False) remain excluded — the one hard guardrail.

Docstring rewritten to explain the new behavior and why. Stale comment
in TeamForm.__init__ updated to match (the old comment still described
the pre-fix Work-Logger-group requirement).

Tests: 4 new regression tests in SupervisorPickerQuerysetTests:
  - regular active user is selectable (the core bug)
  - user in an unrelated group is selectable
  - inactive user is still excluded (guardrail)
  - admin is still selectable (no regression for prior use case)
All 28 tests pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 19:52:29 +02:00
Konrad du Plessis
f1e246ce24 Fix: filtered payroll report inflates worker totals by N^2
Reported: when the generate-report page is filtered by BOTH project and
team, every amount in the "Worker Breakdown" and "Payments by Date"
tables blew up by ~100x. Example: Billy Baloyi R 5,400 (correct)
became R 604,800 (wrong, 112x) after selecting Wilkot + Civils One.

Root cause:
_build_report_context chained `records.filter(work_logs__project_id=X)
.distinct().filter(work_logs__team_id=Y).distinct()`. In Django's ORM
each chained M2M filter creates a SEPARATE JOIN alias on
core_payrollrecord_work_logs, so the SQL produces the cartesian product
of (matching-logs-for-project) x (matching-logs-for-team) rows per
PayrollRecord. A downstream `.values().annotate(Sum('amount_paid'))`
then summed across those duplicated rows - inflating every total by
N * M where N and M are the log counts per record.

Why total_paid_out looked correct: `.aggregate(Sum(...))` wraps the
query in a subquery when distinct() is in play, so it dedupes before
summing. `.values().annotate(Sum(...))` uses GROUP BY on the raw
joined rows and doesn't get that help.

Fix:
Replace chained M2M filters with id__in subquery filters:
  records.filter(id__in=PayrollRecord.objects.filter(
      work_logs__project_id=X).values('id'))
This keeps the outer queryset JOIN-free, so values().annotate(Sum())
aggregates over distinct records. Same pattern applied to the
adjustments team-filter (worker__teams M2M) for the adjustment
summary.

Tests: 5 new regression tests in ReportContextFilterInflationTests
covering project-only, team-only, both-filters, total_paid_out
invariant, and the adjustment summary path. All 24 tests pass
(19 existing + 5 new).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 19:51:07 +02:00
Konrad du Plessis
6d37d1ba9b Task 10: add Task 3 full-payload test + mark design doc as shipped
Adds a consolidated regression test to WorkLogPayrollAjaxTests that
exercises: paid worker serialization shape, null team branch, OT flag
in JSON, full_page_url value, and adjustment payslip-link serialization.
Closes the 'Important' coverage gap flagged in Task 3's quality review.

Also appends a 'Shipped' block to the design doc summarising QA
status and capturing all five deferred nits (admin-gate consistency,
template branch tests, |default:0 redundancy, admin-gate expression
readability, background vs background-color) so they survive the
merge into project history.

All 19 tests pass. manage.py check clean. No migrations needed.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 18:23:24 +02:00
Konrad du Plessis
6f4748f4ab Project detail: Recent Work Logs rows open payroll modal (admin only)
Admins see cursor:pointer + data-log-id on each row. Click opens the
shared modal from base.html. Supervisors unchanged.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 17:30:07 +02:00
Konrad du Plessis
b06c1a4949 Team detail: Recent Work Logs rows open payroll modal (admin only)
Admins see cursor:pointer + data-log-id on each row. Click opens the
shared modal from base.html. Supervisors unchanged.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 17:10:26 +02:00
Konrad du Plessis
c22b1f7ef4 Make Work History rows clickable for admins -> payroll modal
Admin users get cursor:pointer + data-log-id on each row. Click
opens the shared modal from base.html. Supervisors unchanged.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 16:37:55 +02:00
Konrad du Plessis
8e1f634f8f Fix work log payroll modal: dead IIFE + missing aria-labelledby
Two issues caught by code quality review on commit 2e60124:

1. C1 (critical): the <script> at line ~398 runs during HTML parsing,
   BEFORE the modal markup at line ~627 has been parsed. getElementById
   returned null, the `if (!modalEl) return;` guard silently exited the
   IIFE, and the delegated click listener was never attached — so the
   modal was completely dormant. Wrapped the IIFE body in a
   DOMContentLoaded handler so the DOM is fully parsed before lookups.

2. I1 (a11y): added aria-labelledby on the modal root + a matching id on
   the modal-title h5 so screen readers announce the title correctly
   (Bootstrap 5 a11y convention).

No behavioural changes to the JS logic itself — only the wrapping and
two aria attributes on the markup.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 16:30:10 +02:00
Konrad du Plessis
2e60124b9f Shared work log payroll modal + safe DOM builder in base.html
Modal shell + JS click handler live in base.html so any page opts in
by adding data-log-id to a row. JS uses createElement + textContent
(matches worker_lookup_ajax pattern) to build the modal body from
JSON — no innerHTML. Supervisors never receive the markup.

Footer 'Open full page' links to /history/<id>/.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 16:18:18 +02:00
Konrad du Plessis
9ae75b45ad Fix a11y + comment style on work log payroll page
- Active breadcrumb item now has aria-current="page" so screen
  readers correctly announce the current page (Bootstrap 5 convention).
- Template section comments changed from {# --- #} to {# === #} to
  match the CLAUDE.md Python convention used elsewhere in the project.

No logic or rendering changes.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 15:51:38 +02:00
Konrad du Plessis
9276e588a0 Full-page view at /history/<id>/ for work log payroll status
Extends base.html; breadcrumb, attendance card, workers table,
adjustments card (conditional), totals. Pay-period uses
get_pay_period() and falls back to 'no schedule' + configure link.
2 view-level tests: admin 200, supervisor 403.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 15:34:16 +02:00
Konrad du Plessis
5720ca95ad AJAX endpoint returns JSON payload for work log payroll modal
work_log_payroll_ajax serializes the helper's output to JSON with
floats (not Decimals), ISO dates, and payroll_record/worker IDs for
client-side link construction. Admin-only; supervisor = 403, anon =
302, unknown log = 404. Matches the worker_lookup_ajax pattern.

Added 4 view-level tests (total 16 passing).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 14:57:16 +02:00
Konrad du Plessis
b0aa35661b Fix overtime_needs_pricing flag + add regression tests
The helper used log.overtime (which doesn't exist on WorkLog); the
correct field is overtime_amount. Combined with a defensive
`getattr(..., None) or 0`, the bug made the flag permanently False,
which would have silently hidden the 'Price now' banner in Tasks 3
and 4. Now reads overtime_amount directly (it's non-nullable with a
0.00 default, so no defensive shim is needed).

Adds 4 regression tests:
- test_overtime_needs_pricing_flag: the bug that just got fixed
- test_query_count_is_bounded: N+1 guard (4 queries regardless of worker count)
- test_empty_log_returns_zero_totals: log with no workers attached
- test_log_without_team_has_no_pay_period: log whose team became NULL

Also removes unused `reverse` import from tests.py.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 14:21:34 +02:00
Konrad du Plessis
385d654082 Implement _build_work_log_payroll_context helper + 8 tests
Pure-function helper that classifies each worker on a work log as
Paid / Priced-not-paid / Unpaid, collects log-linked adjustments,
and computes totals + pay-period context. Used by both the AJAX
endpoint and the full-page view so they can't drift.

Bootstraps core/tests.py (was empty); 8 tests cover the three
statuses, totals, log-linked adjustments, and the pay-period branch.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 14:01:14 +02:00
Konrad du Plessis
b4c3109c29 Add URL routes + stubs for work log payroll cross-link
Routes /history/<id>/ and /history/<id>/payroll/ajax/ to stub views.
Both admin-gated; no data yet. Sets up the surface for Tasks 2-4.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 13:43:13 +02:00
Konrad du Plessis
2e83afb28b Fix: replace multi-line {# #} comment with single-line form
My previous commit (fb1a8a2) added a multi-line explanatory comment
using Django's {# ... #} syntax, which is single-line only. The comment
therefore rendered as literal text at the top of every page.

This is the second time this session I've made this exact mistake —
lesson for next time: always render a page on the dev server and grep
the response body for '{#' after template changes, even one-liners.
Verified locally this time: leak count = 0.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 04:24:57 +02:00
Konrad du Plessis
fb1a8a2475 Fix CSS cache-bust: use deployment_timestamp not request.timestamp
The static asset cache-buster in base.html was using
{{ request.timestamp|default:'1.0' }} — but `request.timestamp` is
not a Django request attribute, so the template always fell back to
the literal '1.0'. Every deploy's CSS URL resolved to the same
`custom.css?v=1.0`, so any CDN or browser cache in front of the app
held onto the pre-redesign CSS forever — even hard refreshes in
incognito couldn't bust it.

Symptom: after deploying the redesigned app, the browser continued
to receive a 1,734-byte pre-redesign custom.css while the VM's
/static/css/custom.css was the full 39,078-byte Premium Orange Theme.
.topbar-nav rules were missing, so the topbar rendered as stacked
block links.

Fix: use `deployment_timestamp` (already provided by
core.context_processors.project_context as int(time.time()) at
render time). Every restart gets a fresh URL, CDNs refetch from
origin, stale caches break.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 04:14:39 +02:00
Konrad du Plessis
3c28387dd3 WIP: 2026-04-22 session checkpoint
Complete working state of the session. Will be split into two deploy
phases (safety scaffolding then feature release) before merging to ai-dev.

Includes:
- Security fixes (email creds / SECRET_KEY / DEBUG / CSRF)
- Backup + restore management commands and browser endpoints
- WeasyPrint migration (replaces xhtml2pdf)
- New Worker fields + WorkerCertificate + WorkerWarning models
- Worker / Team / Project friendly management UIs
- Dashboard cert-expiry card + Manage All buttons
- Bootstrap tooltips (global init + theme-aware CSS)
- Django admin template override (taller M2M pickers)
- Money filter for ZAR currency formatting
- Resources dropdown nav
- Massive CLAUDE.md expansion + deploy plan docs

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 00:19:15 +02:00
Konrad du Plessis
deef851e52 Fix dark mode contrast: table text, loan badges, modals, disabled inputs
Override Bootstrap's --bs-table-color to use theme text color so table
numbers (days, amounts, totals) are readable on dark backgrounds. Fix
Loan badge by removing text-dark class and using CSS to force black text
on bg-warning. Add dark mode overrides for disabled form controls, select
option dropdowns, btn-close filter, btn-secondary colors, and Bootstrap
text utility classes (.text-dark, .text-primary, .text-muted, etc.).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-20 18:57:44 +02:00
Konrad du Plessis
16d03421e8 Fix modal z-index stacking issue caused by sidebar layout
Move decorative gradient glows from ::before/::after pseudo-elements on
.app-main to a separate .app-glow div. The pseudo-elements were creating
a stacking context that trapped Bootstrap modals (z-index 1055) inside
.app-main, while the backdrop (z-index 1050) was appended to <body> —
causing the backdrop to render on top of the modal content.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-20 18:49:43 +02:00
Konrad du Plessis
82c1906607 Redesign UI with premium orange theme, sidebar nav, and bottom tab bar
Replace the green accent with a warm orange/amber palette and switch to a
dark-first design. Add a fixed sidebar for desktop navigation and a bottom
tab bar for mobile, replacing the top navbar. Cards now use glass-morphism
with left accent bars, buttons use orange gradients, and decorative glow
effects add depth. All 8 page templates updated, both light and dark modes
tested across desktop and mobile viewports.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-20 18:40:00 +02:00
Konrad du Plessis
60ee21dd61 Add Worker Lookup modal to payroll dashboard
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>
2026-04-20 14:15:04 +02:00
Konrad du Plessis
81009be0c6 Add PPE sizing and drivers license fields to Worker model
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>
2026-04-20 13:10:46 +02:00
Konrad du Plessis
cfed13c9f5 Add quick 'Adjust' button to pending payments table rows
Each worker row now has an Adjust button (slider icon) that opens the
Add Adjustment modal with that worker pre-checked and their most recent
project pre-selected. Header Add Adjustment button resets the modal
to a clean state (no workers pre-checked).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-25 10:25:10 +02:00
Konrad du Plessis
66fab12b90 Add 'Pay Immediately' option for New Loan adjustments
When creating a New Loan, a "Pay Immediately" checkbox (checked by
default) processes the loan right away — creates PayrollRecord, sends
payslip to Spark, and records the loan as paid. Unchecking it keeps
the old behavior where the loan sits in Pending Payments.

Also adds loan-only payslip detection (like advance-only) across all
payslip views: email template, PDF template, and browser detail page
show a clean "Loan Payslip" layout instead of "0 days worked".

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-25 09:59:42 +02:00
Konrad du Plessis
72d40971f1 Update batch pay modal: 3-option loan filter + radio button fix
- 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>
2026-03-25 09:23:01 +02:00
Konrad du Plessis
3bb75c5615 Replace loan checkbox with 3-option dropdown on pending table
Loans filter now offers: All Workers / With loans only / Without loans.
Replaces the simpler exclude-only checkbox for more flexibility.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-24 22:57:14 +02:00
Konrad du Plessis
1b6ade87af Add overdue badges and filters to pending payments table
- Red 'Overdue' badge on workers with unpaid work from completed pay periods
- Yellow 'Loan' badge on workers with active loans/advances
- Filter bar above table: team dropdown, overdue-only toggle, exclude loans
- All three filters combine (team + overdue + loan) for flexible views
- Overdue detection uses team pay schedule cutoff from get_pay_period()

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-24 22:53:47 +02:00
Konrad du Plessis
695b7cb3f1 Add 'Exclude workers with loans' checkbox to batch pay modal
Backend adds has_loan flag per worker (checks active Loans).
Frontend shows checkbox only when any eligible worker has a loan.
Combined with team filter in a shared applyBatchFilters() function
that shows/hides rows based on both filters simultaneously.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-24 22:45:49 +02:00
Konrad du Plessis
00f16df8b1 Add team filter dropdown to batch pay modal
Client-side filter lets admin narrow batch payment list by team.
Selecting a team hides other workers, unchecks them (so they won't
be paid), and updates the summary total. Select All respects the
filter — only toggles visible rows. Filter resets when switching
between schedule/pay-all modes.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-24 22:37:48 +02:00
Konrad du Plessis
9ebaae1b0c Fix batch pay radio toggle: use persistent JS reference for radio group
The radio group was being removed from DOM then accessed via getElementById
which returned null for detached elements, silently breaking the toggle.
Now uses a persistent JS variable reference that survives DOM removal.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-24 22:30:11 +02:00
Konrad du Plessis
8d13c552aa Add batch pay mode toggle: Until Last Paydate / Pay All
Radio buttons in the Batch Pay modal let admin choose between:
- "Until Last Paydate" (default): splits at last completed pay period
- "Pay All": includes all unpaid work regardless of pay schedule

Preview re-fetches when mode changes. Workers without teams are
included in Pay All mode (skipped in schedule mode as before).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-24 22:26:33 +02:00
Konrad du Plessis
2e6881b7a4 Add batch pay feature and fix pay period cutoff logic
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>
2026-03-24 22:16:21 +02:00
Konrad du Plessis
2c8d80e4a1 Add /run-migrate/ endpoint for browser-based migration
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>
2026-03-24 21:19:55 +02:00
Konrad du Plessis
409e7bfd57 Add split payslip feature with team pay schedules
Enable selective payment of work logs and adjustments instead of
all-or-nothing. The preview modal now shows checkboxes on every item
(all checked by default) with dynamic net pay recalculation.

Teams can be configured with a pay frequency (weekly/fortnightly/monthly)
and anchor start date. When set, a "Split at Pay Date" button appears
that auto-unchecks items outside the current pay period.

Key changes:
- Team model: add pay_frequency and pay_start_date fields
- preview_payslip: return IDs, dates, and pay period info in JSON
- process_payment: accept optional selected_log_ids/selected_adj_ids
- Preview modal JS: checkboxes, recalcNetPay(), Split button, Pay Selected
- Backward compatible: existing Pay button still processes everything

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-24 21:07:28 +02:00
Konrad du Plessis
44a0030c46 Show monthly total in project chart tooltip
When hovering over a bar in the Cost by Project chart, the tooltip
now shows the total for that month across all projects at the bottom.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 17:32:14 +02:00
Konrad du Plessis
ec5c4198d6 Add outstanding breakdown to payroll dashboard too
Same wages/additions/deductions breakdown as the home dashboard,
now also shown on the Payroll Dashboard stat card.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 17:09:18 +02:00
Konrad du Plessis
d33d5943f9 Add outstanding payments breakdown on dashboard
Split the single outstanding total into unpaid wages, additions, and
deductions so the card shows where the number comes from. Rename the
'General' project bucket to 'No Project' so per-project totals now
visibly sum to the overall total.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 15:56:40 +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
Konrad du Plessis
b7baf88cfc Add worker name pills on history page + per-worker payroll chart
Work History:
- Worker names now display as rounded pill badges instead of comma-
  separated text, making them easier to scan (both server-rendered
  list view and JS calendar detail view)

Payroll Dashboard:
- New "By Worker" toggle on the Monthly Payroll chart card
- Dropdown to select an active worker with payment history
- Stacked bar chart shows monthly breakdown: base pay, overtime,
  bonuses (positive), deductions, loan repayments, advances (negative)
- All data pre-computed server-side with 2 aggregate queries and
  embedded as JSON — switching workers is instant, no AJAX needed
- Only workers with actual payment history appear in the dropdown
- Legend items auto-hide when a component has no data for that worker

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-24 19:22:20 +02:00