Task-by-task plan for implementing the modal + /history/<id>/ page
designed in the companion design doc. 10 tasks, 4 hard-pause review
checkpoints (after tasks 2, 4, 6, 10). TDD for the pure helper
function (bootstraps the currently-empty core/tests.py), view-level
tests for the AJAX + detail endpoints, manual smoke tests for the
template/JS work.
Uses the existing worker_lookup_ajax JSON+DOM pattern for the modal
(createElement + textContent, not innerHTML) to match the codebase's
XSS-safe convention. Full page is server-side rendered via a Django
template.
No model changes. No migrations. Admin-only.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Brainstorm output for the next UI refinement. Adds a click-through from
any historic work log (Work History, team detail Recent Work Logs, project
detail Recent Work Logs) to a compact modal showing paid/unpaid status per
worker, with links out to /workers/<id>/ and /payroll/payslip/<pk>/. The
modal has a "Open full page" button that navigates to a new
/history/<log_id>/ route for bookmark-able detail + pay-period context
(via get_pay_period). Admin-only; supervisors unchanged.
Read-only pass; no model changes, no migrations. Uses existing data:
PayrollRecord.work_logs (M2M) and PayrollAdjustment.work_log (FK).
Also fixes local dev: run_dev.bat now sets DJANGO_DEBUG=true so runserver
auto-serves /static/ (prior behaviour: CSS 404 on localhost because
Django's dev server only serves static files when DEBUG=True; production
keeps DEBUG=false and is served by Apache, so unaffected).
Design doc: docs/plans/2026-04-22-work-log-payroll-crosslink-design.md
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>
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>
