5 Commits

Author SHA1 Message Date
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
a1ac8540ab Add comprehensive features guide and update CLAUDE.md
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>
2026-04-20 15:15:24 +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
fc63d972b1 Add expense receipt feature: form, view, templates, email + PDF
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>
2026-02-22 21:38:14 +02:00
Konrad du Plessis
c8c78dd88e Add payslip feature: detail page, PDF generation, and email to Spark
- 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>
2026-02-22 20:37:04 +02:00