38686-vm/docs/plans/parked-work.md
Konrad du Plessis 652168fe88 docs: capture dashboard/report audit pass landing
CLAUDE.md breadcrumb: '6 subsequent commits' → '13 subsequent
commits' with a one-paragraph summary of what's pending pull +
restart on production. Points at parked-work.md for the full
commit table.

parked-work.md:
- 'Pending pull-and-restart' table: added 18c75b2 (calendar
  month) and the 2e6b78d→c02edce audit-pass range as a single
  collapsed entry.
- 'Recently shipped' grew a detailed entry for the 18-finding
  audit pass at the top.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-15 02:15:53 +02:00

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# Parked / deferred work
> Updated 15 May 2026. A small index of features that are designed,
> half-built, blocked on input, or pending an operator step. When a
> fresh session opens, glance here first to see what's already on
> the workbench.
---
## ⚠ Pending pull-and-restart on production
**Status:** The big absences/SiteReport deploy (migrations
`0013`/`0014`/`0015` + collectstatic + service restart) was
completed on 14 May 2026 — `/history/` no longer crashes,
`/absences/*` is reachable, badge CSS is collected. ✓
Since that deploy, four small commits have shipped to `origin/ai-dev`
that are NOT yet on production:
| Commit | What it does |
|---|---|
| `4368e53` | Fixes the absence-form team filter (workers were all disappearing when a team was selected — read input.value instead of data-attr) |
| `02c6d4d` | Fixes the Reasons multi-checkbox dropdown stacking-context bug on `/absences/` (lifted the filter card above the table card) |
| `4b57cff` | Adds a Team filter to `/workers/` |
| `398a5b2` | Adds a Team filter to `/history/` (and CSV export) |
| `70fa085` | Shows day name in Work Log Payroll modal header ("Friday, 15 May 2026") |
| `d1d3e15` | 7 absence-feature polish follow-ups (dead code removal, N+1 fixes, DRY helpers, WCAG icon contrast) |
| `18c75b2` | Dashboard "Paid This Month" now actually uses calendar month (was 60-day rolling) |
| `2e6b78d``c02edce` | Dashboard + report numbers audit fixes — 18 findings, 6 commits: outstanding-total alignment, project-name dedupe, timezone.localdate(), off-by-one date windows, dead context removal, SQL-aggregate cost velocity, clearer labels, signed adjustment amounts, daily_rate documentation |
**To deploy these:**
- No migrations needed (pure template + view changes; no schema changes).
- No `collectstatic` needed (no new CSS or JS files).
- Just: ask Gemini in Flatlogic to `git pull origin ai-dev` and then `sudo systemctl restart django-dev.service`.
That's the whole sequence. Production should pick up all four
improvements instantly. Rollback is `git reset --hard <previous SHA>`
on the VM if anything looks wrong (no data migrations were involved,
so rollback is safe).
---
## Blocked on Konrad's input
### Phase A.2 — Manual JournalEntry web UI
**Status:** Designed in the Site Work Logging brainstorm. Model
class drafted in the design doc (not yet in `core/models.py`).
Not yet built.
**Blocked on:** Q7 from the original brainstorm — "Who is Vi?" The
answer drives whether `JournalEntry` needs a `recipient` or
`audience` field (i.e. is this a public log, or does it have
specific addressees like a client). **Default if unanswered:** no
recipient field — entries are all-admin-readable.
**Scope when unblocked:** ~1 hour of work. Manual entry form at
`/journal/new/`, list at `/journal/`, edit at `/journal/<id>/edit/`.
Admin-only views. Lives on `ai-dev` (no webhook involvement).
### Phase B — Letterly inbound webhook (`integrations` branch)
**Status:** Designed in the Site Work Logging brainstorm. Belongs
on the `integrations` branch, **not** `ai-dev`.
**Blocked on:** Q5 from the original brainstorm — Konrad needs to
share a sample Letterly webhook payload. Need to know:
- Does it include the recording user (so we can map to a Django User)?
- Does it include project / location metadata, or just the transcript?
- Does it include an audio URL for link-back?
- Does Letterly support custom fields (so a deep-link from
`/site-report/<id>/edit/` could embed a `work_log_id` that the
webhook reads back)?
**Scope when unblocked:** ~3-4 hours including tests + one-off
Letterly account setup. Adds a `@csrf_exempt` view at
`/webhooks/letterly/`, `JournalEntry` row creation, HMAC body
verification, shared-secret URL token.
---
## Small polish follow-ups from the Absences feature
> All 7 cleared on 15 May 2026 (commit `d1d3e15`). Kept the section
> header in place because more polish items will accumulate from
> future code reviews — when they do, append here. The shipped items
> are summarized under "Recently shipped" below.
---
## Defaulted (not blocking — flag if you disagree)
From Q9, Q4 of the Site Work Logging brainstorm:
- **Q9 — photos on site reports.** Deferred to v2 of SiteReport.
Construction supervisors often want to attach a phone photo of
"plinths cast today" but it adds ~50 LOC + storage handling +
thumbnail rendering. v1 ships without.
- **Q4 — per-project metric templates.** Same metric set for all
projects in v1. If/when a non-solar-farm project lands and the
metrics diverge wildly, we add a `MetricTemplate` model. YAGNI
for now — `core/site_report_schema.py` is one Python file edit.
---
## Recently shipped (for context, so a fresh session knows what just landed)
- **Dashboard + report numbers audit** (commits `18c75b2``c02edce`,
15 May 2026): Konrad spotted that the home dashboard's "Paid This
Month" actually showed the last 60 days. A thorough audit found
17 more issues across the home dashboard, payroll dashboard, and
report. All 18 fixed in 7 commits: calendar-month math, outstanding
totals aligned between dashboards, `Project.name` dedupe (was
silently merging same-named projects), `timezone.localdate()`
replacing `timezone.now().date()` (SAST drift fix), off-by-one
on "last 7 / 60 days" windows, dead `year_projects`/`year_teams`
context removed, `_company_cost_velocity` rewritten as single SQL
aggregate, signed/coloured adjustment amounts on report tables
(Bonus vs Deduction now visually distinct), "Outstanding Now"
hero card subline now shows scope when filters active, dual
daily_rate code paths documented in CLAUDE.md. 160 → 173 tests
(+13 regression).
- **Absence-feature polish pass** (commit `d1d3e15`, 15 May 2026):
Seven small cleanups in one focused commit. (1) Deleted unused
`AbsenceQuickForm` (Round C made it obsolete). (2) Extracted
`_build_team_workers_map(user)` helper using `Prefetch(..., to_attr=...)`,
fixing N+1 on both `attendance_log` and `absence_log` (one query
instead of one-per-team). (3) `absence_list` now calls the existing
`_user_can_log_absences` helper. (4) Removed undefined
`var(--badge-neutral-bg)` CSS wrapper — fallback hex was always
winning anyway. (5) `conflicting_worklogs()` rewritten as a single
query with Python-side pair-set filtering — 25-query → 2-query for
a 5×5 form. (6) Extracted `_apply_absence_filters(qs, request)`
shared by `absence_list` + `absence_export_csv` so adding a filter
param now touches one place, not two. (7) `site_report_detail.html`
paid-check icon uses `text-success` instead of background-color
variable as foreground (WCAG contrast fix). 157/157 tests still
green.
- **Day name in Work Log Payroll modal header** (commit `70fa085`,
15 May 2026): The modal opened from /history/ now shows
"Friday, 15 May 2026" instead of "2026-05-15". Pure server-side
`strftime` on the already-loaded `log.date` — zero overhead.
- **Team filters on `/workers/` and `/history/`** (commits `4b57cff`,
`398a5b2`, 15 May 2026): Both pages now have a Team dropdown in
their filter row. `/workers/?team=<id>` filters by Team.workers
M2M membership (who's CURRENTLY on the team); `/history/?team=<id>`
filters by WorkLog.team FK (logs TAGGED with the team when
created — different semantics, intentional). Both accept
`team=none` for the "no team assigned" / "ad-hoc work log" case.
CSV export at `/history/export/` honours the same param.
+8 regression tests.
- **Absences UX polish** (commits `4368e53`, `02c6d4d`, 15 May 2026):
Two production-found bugs fixed. (1) Absence-form team filter was
hiding ALL workers when a team was selected — switched the JS to
read `<input name="workers">[value]` directly instead of going
through `data-worker-id` (proven attendance-form pattern). (2)
Reasons multi-checkbox dropdown on `/absences/` was rendering
behind the table — lifted the filter card with
`position: relative; z-index: 10` so the whole card sits above
its sibling table card in the stacking order. See the Coding
Style section in CLAUDE.md for both gotchas.
- **Worker Absences feature** (commits `bf6f0a5``27fe05e`,
14 May 2026): Complete absence-tracking system. 8 reason choices,
optional project FK (auto-attributes paid-absence Bonus
adjustments to the project), date-range logging with weekend
toggles, supervisor scoping (admin sees all; supervisors see
their teams). Standalone `/absences/log/` form + "Submit + Log
Absences" shortcut on attendance form. List/edit/delete + CSV
export. Worker-detail "Absences" tab with YTD totals. Dashboard
alert card "X absent in last 7 days". Bidirectional cascade with
PayrollAdjustment via `_sync_absence_payroll_adjustment` helper
(single-chokepoint design, transaction.atomic-wrapped). 12
commits pushed to `origin/ai-dev`. Test count: 85 → 149 (+64
tests). Migrations `0013_add_site_report`, `0014_add_absence`,
`0015_absence_project` are LIVE on production as of late 14 May
2026.
- **Phase A.1 — SiteReport** (commit `864ae72`, 14 May 2026):
Model, migration `0013_add_site_report.py`, form, two-step flow
from attendance log, 16 new tests. `CLAUDE.md` updated with model
summary + `site_report_schema.py` pattern section.
- **Pastel soft-fill payroll action buttons** (commit `6c6ade9`,
24 Apr 2026): unified Worker Lookup / Batch Pay / Add Adjustment
/ Price Overtime treatment.
- **Path A display-only rename** (UX Polish Pass, Apr 2026):
"New Loan" / "Advance Payment" / "Advance Repayment" display as
"Loan" / "Advance" / "Advance Repaid" — but **DB values are
unchanged**. See "UI-vs-DB naming drift" section in `CLAUDE.md`
before writing any filter/comparison on `PayrollAdjustment.type`.
---
## Original Site Work Logging brainstorm
The full Q1-Q13 question list and design rationale lives in
`~/.claude/plans/prancy-painting-brook.md` (local — deliberately
not committed to the repo, since the parts that matter have been
absorbed into `CLAUDE.md` and this file). If Konrad answers Q5 or
Q7 later, refer back to that file for the original framing.