Add secure username/password login portal

Gate the suite behind a self-contained login (no external IdP):

- User model with bcrypt-hashed passwords; admin/user roles
- /api/auth endpoints: login, logout, me, change-password, and
  admin-only user management (list/create/delete/reset/enable)
- Stateless JWT session in an HttpOnly, SameSite=Lax, auto-Secure
  cookie; middleware refuses every /api data route without a session
- login.html + auth-guard.js: login page and per-page guard with a
  top-right "name / Admin / Sign out" pill
- Admin Console now gated on admin role (passphrase gate removed) with
  a User administration card
- manage_users.py CLI to bootstrap the first admin
- Rebuilt help.js into a searchable, multi-topic help center
- Local-dev convenience: app serves html/ so the site + API share one
  origin under uvicorn (inactive in the prod container)
- Docs/env: AUTH_SECRET_KEY, requirements (bcrypt, PyJWT), README

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-06-25 16:55:54 -05:00
parent a02f7ec511
commit 20afb0e565
18 changed files with 1470 additions and 99 deletions

View File

@@ -1,11 +1,18 @@
/* Shared Help + tooltip module for the Work Package Suite.
/* Shared Help center + tooltip module for the Work Package Suite.
Included by the home page, the suite, and the embedded creator. It injects:
- tooltip styles for the .help-tip (ⓘ) component and [data-tip] hovers
- a Help modal (workflow + key concepts) opened via window.openHelp()
Add a "❔ Help" button anywhere with onclick="openHelp()". */
- a searchable, multi-topic Help center modal opened via window.openHelp()
- a floating "?" launcher on any page that doesn't already have a Help button
API (unchanged + extended):
openHelp() open the help center
openHelp('topicId') open and jump to a topic (e.g. openHelp('constraints'))
closeHelp() close it
Add a Help button anywhere with onclick="openHelp()". */
(function (global) {
'use strict';
// ── styles ────────────────────────────────────────────────────────────────
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.help-tip{ display:inline-flex; align-items:center; justify-content:center; width:15px; height:15px;
margin-left:5px; border-radius:50%; background:#5a6675; color:#fff; font-size:10px; font-weight:700;
@@ -18,63 +25,450 @@
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var HELP_HTML = `
<h4>How the suite works</h4>
<ol>
<li><strong>Pick or create a Project</strong> on the home page — projects are stored centrally and each keeps its own SOP and Work Packages.</li>
<li><strong>SOP Configuration</strong> — set the project baseline (team, sign-offs, WP types, governance &amp; sizing, quality, sequence, constraints, sources). Every Work Package inherits these defaults.</li>
<li><strong>Work Package Creation</strong> — author individual IWPs against the SOP. Use <strong>New</strong> for a blank one or <strong>Duplicate</strong> to copy an existing one.</li>
<li><strong>Dashboard</strong> — track status, hours, and what's gating each package across the project.</li>
</ol>
// ── content ─────────────────────────────────────────────────────────────────
// Each topic: { id, title, body(HTML) }. Order here is the nav order.
var TOPICS = [
{ id: 'overview', title: 'Getting started', body: `
<h3>Getting started</h3>
<p>The Work Package Suite turns a project's standard procedure into release-ready <strong>Installation Work Packages (IWPs)</strong>. You work in three stages, always in the same order:</p>
<ol>
<li><strong>Pick or create a Project</strong> on the home page. Each project keeps its own SOP and its own Work Packages, so you can run many jobs at once.</li>
<li><strong>SOP Configuration</strong> — set the project baseline in 10 steps (team, sign-offs, WP types, governance &amp; sizing, quality, platforms, sequence, constraints, sources). Every Work Package inherits these defaults. The Creator stays locked until the SOP is marked complete.</li>
<li><strong>Work Package Creation</strong> — author individual IWPs against the SOP, clear their constraints, and issue them to the field.</li>
<li><strong>Dashboard</strong> — track status, hours, due dates, and what's gating each package across the project.</li>
</ol>
<h4>Moving around</h4>
<p>From the home page, open <strong>SOP Configuration</strong>, the <strong>Work Package Creator</strong>, or the <strong>Dashboard</strong>. Inside the suite, switch any time using the top tabs: <strong>⚙️ SOP Configuration</strong>, <strong>📋 Work Package Creation</strong>, and <strong>📊 Dashboard</strong>. The active project and SOP follow you across all of them.</p>
<div class="ui-help-callout">New here? On the home page choose the <strong>Sample Project</strong>, then click <strong>⭐ Load Sample</strong> in the suite to see a fully filled-out SOP and an example Work Package.</div>` },
<h4>Key concepts</h4>
<ul>
<li><strong>Constraints &amp; release readiness:</strong> a package can't move to <em>Issued</em> until every constraint is <em>Cleared</em> or <em>N/A</em>. If a constraint reopens after release, the package drops to <em>Issue (Hold)</em>.</li>
<li><strong>Disciplines &amp; Split:</strong> a package can carry more than one discipline (e.g. Mechanical + Electrical + Tech), each with its own scope section and status. <strong>Split by Discipline</strong> breaks it into instances — <code>WP01A</code>, <code>WP01B</code>, <code>WP01C</code> — each tied to the master.</li>
<li><strong>WP size:</strong> the SOP sets a typical size band, which sets a max-hours <em>split threshold</em>. The creator warns when a package's estimated hours exceed it so it can be broken down.</li>
<li><strong>Material by discipline:</strong> on a multi-discipline package each material line can be tagged to a discipline; splitting routes each instance only its own materials.</li>
</ul>
{ id: 'projects', title: 'Projects', body: `
<h3>Projects</h3>
<p>A <strong>project</strong> is the top-level container — every SOP and Work Package belongs to one. Create or select projects on the home page.</p>
<h4>Project fields</h4>
<ul>
<li><strong>Project Name</strong> (required)</li>
<li><strong>Project Number</strong></li>
<li><strong>Client</strong></li>
<li><strong>Division / Sector</strong></li>
<li><strong>Site / Location</strong></li>
</ul>
<h4>The active project</h4>
<p>The <strong>active project</strong> is the one you're currently working in. All SOP and Work Package data is scoped (namespaced) to it, so switching projects loads that project's own configuration and packages — nothing leaks between jobs. Use the <em>change</em> link next to the active project name to switch.</p>
<div class="ui-help-callout">Projects are stored centrally via the API and mirrored to your browser, so the suite still works offline; it re-syncs when the connection returns.</div>` },
<h4>Tips</h4>
<ul>
<li><strong>Load Sample</strong> is context-aware — it loads the sample SOP on the SOP tab and an example Work Package on the WP tab.</li>
<li>Data is kept <strong>per project</strong>; switch projects from the home page.</li>
<li>Hover the <span class="help-tip" data-tip="Like this one — hover any ⓘ for a hint.">i</span> icons for inline hints.</li>
</ul>`;
{ id: 'sop', title: 'SOP Configuration', body: `
<h3>SOP Configuration (10 steps)</h3>
<p>The SOP is the project baseline. Walk the 10 steps with <strong>← Back</strong> / <strong>Next →</strong>, or jump using the step indicators. The final step is <strong>✓ SOP Complete</strong> — saving it unlocks the Work Package Creator and turns the home-page card green.</p>
<ol>
<li><strong>Project Basics</strong> — name, number, client, division/sector, site. Inherited by every WP.</li>
<li><strong>Project Team Leadership</strong> — PM, APM, CM, QM, plus any additional members (<em>+ Add Team Member</em>).</li>
<li><strong>Required Sign-Off Roles</strong> — Superintendent and Foreman are always required; add optional roles (HSE, Quality Rep, Planner, etc.) with <em>+ Add Role</em>.</li>
<li><strong>Work Package Types</strong> — enable the install types this project uses (Conduit Install, Wire Pull, Terminations, …). Enabled types populate the WP type picker.</li>
<li><strong>Governance &amp; WP Numbering</strong> — the WP <strong>number format</strong> (e.g. <code>WP##-[Sector]-[TYPE]</code>), issuance strategy, the project's <strong>disciplines</strong>, the <strong>discipline strategy</strong>, and <strong>WP sizing</strong> (see <a data-help-jump="sizing">Sizing</a> and <a data-help-jump="disciplines">Disciplines</a>).</li>
<li><strong>Quality &amp; Inspection Strategy</strong> — QC requirement, photo/documentation standard, and hold/witness points.</li>
<li><strong>Tracking &amp; Commissioning Platforms</strong> — e.g. CxAlloy, Procore, ACC.</li>
<li><strong>Construction Sequence</strong> — the install flow; reorder by dragging (⠿), edit labels, add <em>◆ QC Hold</em> gates or custom steps. These feed the WP "predecessor" picker.</li>
<li><strong>Release Gate Constraints</strong> — choose which standard AWP constraints apply and add custom ones (see <a data-help-jump="constraints">Constraints</a>).</li>
<li><strong>Engineering Sources &amp; References</strong> — labelled links (Design Drawings, Specs, …) that appear as quick-access buttons in the WP Creator's <em>Drawings &amp; Attachments</em>.</li>
</ol>
<div class="ui-help-callout">Fields a WP inherits from the SOP show a <strong>"from SOP"</strong> tag and are locked. You can override a locked field with <strong>🔒 Edit</strong>, which requires a logged reason.</div>` },
{ id: 'wps', title: 'Work Packages', body: `
<h3>Creating Work Packages</h3>
<p>In the Creator, start a package with <strong>+ New</strong> (blank, auto-numbered) or <strong>⧉ Duplicate</strong> (copies a saved package and increments the number). The <strong>WP Number</strong> is built automatically from the SOP number format plus your scope fields, the WP type, and a counter — it's read-only.</p>
<h4>Key fields</h4>
<ul>
<li><strong>Subject / Title</strong> (required) and <strong>WP Type</strong> (required, from the SOP).</li>
<li><strong>Assets</strong> — link each controls.dev asset the package covers.</li>
<li><strong>Disciplines</strong> — which trades the package covers (see <a data-help-jump="disciplines">Disciplines &amp; Split</a>).</li>
<li><strong>Scope &amp; Work</strong> — the sequenced steps the crew performs (per-discipline in multi-discipline mode).</li>
<li><strong>Labor Est. Hrs.</strong> — drives the sizing check (see <a data-help-jump="sizing">Sizing</a>).</li>
<li><strong>Material List</strong> — the bill of materials; import from CSV/Excel or add lines manually.</li>
<li><strong>Drawings &amp; Attachments</strong> — documents and SOP source-folder links.</li>
<li><strong>Kitting &amp; Material Movement (MIMO)</strong> — kitting status, warehouse owner, move date/location.</li>
<li><strong>Constraints</strong> — the release gate (see <a data-help-jump="constraints">Constraints</a>).</li>
<li><strong>Quality / Hold Points</strong>, <strong>Approvals &amp; Sign-offs</strong>, and <strong>Closeout</strong> (actual hours, as-builts, lessons learned — shown at QC/Closed).</li>
</ul>
<h4>Saving</h4>
<p><strong>Save Draft</strong> stores the package; <strong>⚡ Save &amp; View</strong> saves and renders the print-ready output. Drafts auto-save to your browser as you type, so nothing is lost if you close the tab.</p>` },
{ id: 'statuses', title: 'Statuses', body: `
<h3>Work Package statuses</h3>
<table>
<tr><th>Status</th><th>Meaning</th></tr>
<tr><td><span class="ui-help-pill pill-draft">Draft</span></td><td>Work in progress; not yet released.</td></tr>
<tr><td><span class="ui-help-pill pill-sched">Scheduled</span></td><td>Planned and scheduled; upcoming.</td></tr>
<tr><td><span class="ui-help-pill pill-issued">Issued</span></td><td>Released to the field. Requires <em>all constraints Cleared or N/A</em>.</td></tr>
<tr><td><span class="ui-help-pill pill-prog">In Progress</span></td><td>Actively being worked.</td></tr>
<tr><td><span class="ui-help-pill pill-qc">QC</span></td><td>In quality check / inspection.</td></tr>
<tr><td><span class="ui-help-pill pill-closed">Closed</span></td><td>Completed.</td></tr>
<tr><td><span class="ui-help-pill pill-hold">Issue (Hold)</span></td><td>A constraint reopened after release — work is paused until it's resolved.</td></tr>
</table>
<div class="ui-help-callout">A package <strong>cannot move to Issued</strong> while any constraint is Open. If a constraint reopens after a package is Issued, its status automatically drops to <strong>Issue (Hold)</strong> and the suite makes you log what happened.</div>
<p>On a multi-discipline package, each discipline carries its own status and the overall status <strong>rolls up to the least-advanced discipline</strong> — so a package is never "Closed" while one trade still lags.</p>` },
{ id: 'constraints', title: 'Constraints & release', body: `
<h3>Constraints &amp; release readiness</h3>
<p>Constraints are the readiness checklist that gates a package's release to the field. They follow Advanced Work Packaging (AWP Vol II §2.3.2). The standard set:</p>
<ol>
<li>Safety &amp; Permitting</li><li>Quality Control / Inspection</li><li>IFC Drawings &amp; Specs</li>
<li>Schedule</li><li>Materials (on site, bagged &amp; tagged)</li><li>Prefabrication</li>
<li>Work Access &amp; Laydown</li><li>Craft Availability</li><li>Construction Equipment &amp; Tools</li>
<li>Scaffolding / Access Equipment</li>
</ol>
<p>Pick which apply (and add custom ones) in <strong>SOP Step 9</strong>. Each constraint on a package has one of three states:</p>
<table>
<tr><th>State</th><th>Effect</th></tr>
<tr><td><strong>Open</strong></td><td>Not yet cleared — <em>blocks release</em>.</td></tr>
<tr><td><strong>Cleared</strong></td><td>Requirement met — counts toward release-ready.</td></tr>
<tr><td><strong>N/A</strong></td><td>Not applicable to this package — counts as cleared.</td></tr>
</table>
<h4>The release gate</h4>
<ul>
<li>A package is <strong>release-ready</strong> when every constraint is Cleared or N/A. The sticky banner shows green when ready, amber when constraints are still open, and red when on hold.</li>
<li>When the last open constraint clears, the suite offers to mark the package <strong>Issued</strong>.</li>
<li>If a constraint reopens after the package is Issued, you log the hold (what reopened, details, optional doc link &amp; photo) and the status drops to <strong>Issue (Hold)</strong>.</li>
</ul>` },
{ id: 'disciplines', title: 'Disciplines & Split', body: `
<h3>Disciplines &amp; Split by Discipline</h3>
<p>Disciplines are trades (Mechanical, Electrical, Tech, …) set in <strong>SOP Step 5</strong>. The <strong>discipline strategy</strong> controls how packages handle them:</p>
<ul>
<li><strong>Let the planner choose per package</strong> (recommended) — pick one discipline (flat scope) or several (per-discipline scope + the <em>Split</em> option).</li>
<li><strong>One discipline per package</strong> — each WP is single-discipline.</li>
<li><strong>Multiple disciplines per package</strong> — scope is always split by discipline.</li>
</ul>
<h4>Split by Discipline</h4>
<p>When a package covers 2+ disciplines, the <strong>⎘ Split by Discipline</strong> button breaks it into one numbered instance per discipline — <code>WP01A</code>, <code>WP01B</code>, <code>WP01C</code> (or <code>_MECH</code>/<code>_ELEC</code> suffixes, set in the SOP). The original is kept as a <strong>master / roll-up</strong>; each instance:</p>
<ul>
<li>becomes its own single-discipline package, issued independently;</li>
<li>receives only the <strong>scope steps</strong> and <strong>materials tagged to that discipline</strong>;</li>
<li>stays linked back to the master.</li>
</ul>
<div class="ui-help-callout">Tag material rows to a discipline <em>before</em> splitting. <strong>Untagged rows stay on the master only</strong> and won't be routed to any instance. Masters are excluded from dashboard counts so hours aren't double-counted.</div>` },
{ id: 'sizing', title: 'Sizing', body: `
<h3>Work Package sizing</h3>
<p>In <strong>SOP Step 5</strong> you set a typical WP <strong>size band</strong>, which sets a <strong>split threshold</strong> (max labor hours):</p>
<table>
<tr><th>Size band</th><th>Split threshold</th></tr>
<tr><td>Small — 12 days (≈824 hrs)</td><td>24 hrs</td></tr>
<tr><td>Standard — 35 days (≈4080 hrs)</td><td>80 hrs</td></tr>
<tr><td>Large — 12 weeks (≈80160 hrs)</td><td>160 hrs</td></tr>
<tr><td>Custom…</td><td>you set it</td></tr>
</table>
<p>In the Creator, the <strong>Est. Hrs.</strong> field is checked live against the threshold. Within range you see the target band; over it you get an amber warning — <em>"⚠ … exceeds the …-hr split threshold — consider breaking this package down"</em> — and a nudge to split by discipline where that applies. It's a guide, not a hard block: you can proceed if it's intentional.</p>` },
{ id: 'dashboard', title: 'Dashboard', body: `
<h3>Dashboard &amp; metrics</h3>
<p>The dashboard aggregates every (non-master) package in the active project. Open it from the home page, the suite's <strong>📊 Dashboard</strong> tab, or the Creator header.</p>
<h4>Metric cards (click to filter)</h4>
<ul>
<li><strong>Total WPs</strong>, <strong>Release-ready</strong>, <strong>On hold</strong>, <strong>Overdue</strong></li>
<li><strong>Est. hrs</strong> and <strong>Actual hrs</strong> (summed)</li>
</ul>
<h4>Breakdowns &amp; gates</h4>
<ul>
<li><strong>By status</strong> and <strong>by discipline</strong> chips.</li>
<li><strong>⛔ Gating constraints</strong> — lists every blocked package and exactly which constraints are holding it.</li>
</ul>
<h4>The table</h4>
<p>Shows WP #, subject, type, discipline, status, <strong>Gates</strong> (<em>clear</em>, <em>n open</em>, or <em>master</em>), due date (red if overdue), and hours. Row actions: <strong>issue</strong> (when release-ready), <strong>view</strong>, and <strong>edit</strong>. Filter with the search box and the status / discipline dropdowns.</p>
<div class="ui-help-callout">Split <strong>masters</strong> are labelled and excluded from the counts; you issue their instances one at a time as each becomes release-ready.</div>` },
{ id: 'data', title: 'Samples, sharing & comments', body: `
<h3>Samples, import / export &amp; comments</h3>
<h4>Load Sample</h4>
<p><strong>⭐ Load Sample</strong> is context-aware: on the SOP tab it loads a complete sample SOP; on the WP tab it loads an example Work Package. Great for learning the tool or demoing.</p>
<h4>Import / Export</h4>
<ul>
<li><strong>Work Packages</strong> — <em>⤓ Export (JSON)</em> downloads all saved packages; import restores them.</li>
<li><strong>SOP</strong> — the Creator can import a SOP <code>.json</code> (via <em>⤒ Import SOP</em>) or load the sample SOP.</li>
<li><strong>Materials</strong> — import a bill of materials from Excel/CSV, or download a template.</li>
</ul>
<h4>Comments &amp; feedback</h4>
<p>Leave feedback from the home page, per-step comments in the SOP tool (<strong>💬 Step Comments</strong>), or package comments in the Creator's <strong>💬 Comments</strong> drawer. Comments are saved and can be exported/imported as <code>.json</code> so reviewers can share them — and, when the API is reachable, they're collected centrally too.</p>
<h4>Usage logs</h4>
<p><strong>📊 Usage Logs</strong> / <strong>▤ Usage Data</strong> shows session and event counts and can export the full log. A <strong>dev-mode</strong> toggle pauses tracking during demos.</p>` },
{ id: 'shortcuts', title: 'Tips & shortcuts', body: `
<h3>Tips &amp; keyboard shortcuts</h3>
<ul>
<li><strong>Enter</strong> in a sequence, constraint, or material input adds/saves that row.</li>
<li><strong>Esc</strong> closes any modal — this help center, comments, the constraint library, and the hold-log dialog.</li>
<li>Hover any <span class="help-tip" data-tip="Like this one — hover any ⓘ for a hint.">i</span> icon for an inline hint.</li>
<li>Data is kept <strong>per project</strong> — switch projects from the home page.</li>
<li>Your work <strong>auto-saves</strong> to the browser as you type; <em>Save &amp; View</em> produces the print-ready output.</li>
<li>Click a metric card or status chip on the <strong>Dashboard</strong> to filter the table.</li>
</ul>` },
{ id: 'glossary', title: 'Glossary', body: `
<h3>Glossary</h3>
<table>
<tr><th>Term</th><th>Meaning</th></tr>
<tr><td><strong>IWP</strong></td><td>Installation Work Package — the field-level package this tool produces.</td></tr>
<tr><td><strong>AWP</strong></td><td>Advanced Work Packaging — the methodology behind the constraint set and release gate.</td></tr>
<tr><td><strong>SOP</strong></td><td>Standard Operating Procedure — the project baseline every WP inherits.</td></tr>
<tr><td><strong>Constraint</strong></td><td>A readiness item (Open / Cleared / N/A) that gates release.</td></tr>
<tr><td><strong>Release-ready</strong></td><td>All constraints Cleared or N/A — the package can be Issued.</td></tr>
<tr><td><strong>Issued</strong></td><td>Released to the field.</td></tr>
<tr><td><strong>Issue (Hold)</strong></td><td>A released package paused because a constraint reopened.</td></tr>
<tr><td><strong>Discipline</strong></td><td>A trade (Mechanical, Electrical, Tech, …).</td></tr>
<tr><td><strong>Split / Master / Instance</strong></td><td>Breaking a multi-discipline package (master/roll-up) into single-discipline instances (WP01A/B/C).</td></tr>
<tr><td><strong>Scope</strong></td><td>The sequenced steps the crew performs.</td></tr>
<tr><td><strong>Sequence</strong></td><td>SOP-defined construction phases; a WP can name a predecessor step.</td></tr>
<tr><td><strong>Bagged &amp; tagged</strong></td><td>Materials on site, kitted, and labelled — part of the Materials constraint.</td></tr>
<tr><td><strong>MIMO</strong></td><td>Material In / Material Out — kitting and staging logistics.</td></tr>
<tr><td><strong>Asset</strong></td><td>A controls.dev record (equipment/system) a package is built around.</td></tr>
<tr><td><strong>Hold / Witness point</strong></td><td>Hold = work stops until inspection sign-off; Witness = inspection offered but work may proceed.</td></tr>
<tr><td><strong>Active project</strong></td><td>The currently selected project; all data is scoped to it.</td></tr>
</table>` },
{ id: 'faq', title: 'FAQ', body: `
<h3>Frequently asked questions</h3>
<h4>The Work Package Creator is locked — why?</h4>
<p>The SOP for the active project isn't complete yet. Finish SOP Configuration and click <strong>✓ SOP Complete</strong> on the last step; the Creator unlocks and the home card turns green.</p>
<h4>Why can't I set a package to Issued?</h4>
<p>At least one constraint is still <strong>Open</strong>. Clear or mark N/A every constraint — the release banner turns green — and the suite will offer to issue it.</p>
<h4>My package's materials didn't all carry over when I split it.</h4>
<p>Only material rows <strong>tagged to a discipline</strong> are routed to that instance. Untagged rows stay on the master. Tag them before splitting.</p>
<h4>Why don't split masters show in the dashboard totals?</h4>
<p>Masters are roll-ups; counting them would double-count their hours and packages. The individual instances are counted instead.</p>
<h4>Will I lose my work if I close the browser?</h4>
<p>No — drafts auto-save locally per project and reload next time. Use <em>Export (JSON)</em> for a backup or to share with a teammate.</p>
<h4>Does each project keep its own data?</h4>
<p>Yes. SOP and Work Packages are scoped to the active project; switching projects loads that project's own set.</p>
<h4>How do I report a problem or suggestion?</h4>
<p>Use the feedback / comments features (home page, SOP <em>Step Comments</em>, or the Creator's <em>Comments</em> drawer).</p>` }
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