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Author SHA1 Message Date
2081c1ad3c T5.4 - CR-005: a per-project location taxonomy, stored as codes
CLAUDE.md lists CR-005 among the change requests that get "silently half-built if
you treat them as frontend-only". This is the server half and the wizard half
together: a new table, four routes, an Alembic revision, and step 11.

CODES, NOT DISPLAY STRINGS, because CR-018 rolls cost up by these values and a
rollup keyed on a label breaks the day somebody fixes a typo in it. Two columns
carry that: `code` is a node's own slug, derived once at import and never
recomputed; `path` is the full slug path, unique per project, and is what a work
package will store. Renaming a value changes `name` alone - the probe renames a
floor and demands its path comes back byte-identical, with its children's paths
intact.

DEACTIVATE, NEVER DELETE. There is no DELETE route, and the probe checks for its
absence (405) rather than trusting that nobody added one. Deactivating hides a
value from new work packages and cascades DOWN, because a floor nobody can pick
must not keep offering its sectors. Reactivating walks UP only - a sector may
have been switched off for its own reasons, and silently resurrecting it would
undo a decision nobody made twice. That asymmetry is deliberate and is pinned by
a named check so it does not get "fixed" into a surprise.

Import reports rather than merges. Rejected rows come back with the SOURCE line
number and a reason; duplicates are listed as duplicates, separated into "already
in this project" and "already on line N of this import". Reusing a parent is not
a duplicate - B1/L2/1P and B1/L2/2P share a building and a floor by design, and
only the full path repeating counts. Re-importing a deactivated value brings the
same row back rather than creating a second one; the probe checks the id.

One parser, on the server. A CSV is read in the browser and posted as text
exactly as a paste is, so "what does a blank column mean" has one answer.
Comma, semicolon and tab all work - a paste out of a spreadsheet is tab
separated and a saved CSV is not, and which one somebody has is a question the
machine can answer.

No guessed floor names. IMPLEMENTATION.md section 8 says the B100 list has not
been supplied. The seeded sample has "Sample" inside every string, and the probe
greps html/ and server/ for a location-shaped assignment containing any of the
review's real names.

  server/models.py                    LocationNode
  server/alembic/versions/e2a4c7d91b30_location_taxonomy.py
  server/app.py                       GET/POST/PATCH + import, parser, slug
  html/work-package-suite.html        step 11, an 11th rail button
  html/work-package-suite-app.js      the step's logic; LAST_STEP replaces 10
  html/work-package-suite-styles.css  the list, the report
  html/theme-light.css                .field-error, now declared once
  tests/locations_check.py            new - 58 checks
  tests/stepper_check.py              STEP_COUNT 10 -> 11

Done when
  [x] CSV upload and paste both work and report rejected rows with reasons
  [x] duplicates are detected and reported rather than silently merged
  [x] values are editable after import - rename, add, deactivate
  [x] deactivating hides it from new work packages; an existing package
      referencing it still resolves, because the row is retained
  [x] values are stored as codes suitable for grouping
  [x] no guessed real-world floor names exist anywhere in the code

Two decisions worth disagreeing with

  Step 11, appended, not step 2, inserted. Locations belong beside Project by
  subject. Renumbering 2-10 would touch every sop-step-N id, every
  collectStepData case, every gate key and the analytics history - a large
  silent-mismatch surface for an ordering change. The count now lives in one
  place (LAST_STEP), so reordering later is cheap.

  Any project member may edit the list, not only a Project Admin. It matches how
  the SOP baseline itself is authored: the Project Admin gate is on CHANGING a
  completed SOP, not on writing one. If the location list should be tighter than
  the SOP it belongs to, that is a product call.

Verified one at a time
  locations_check  58/58  new
  stepper_check    70/70  (11 steps)
  browser_check    71/71
  a11y             22/22  sop now rings 38 focusable elements
  url_state        23/23
  autosave         34/34
  aggregates       16/16
  pipeline         43/43
  launcher         58/58
  f_items          F1-F5 FIXED, F6 REPRODUCES (T7.2)
  alembic          upgrade / downgrade / upgrade all clean on a throwaway SQLite
                   file, and the migrated schema matches Base.metadata.create_all
                   column for column - dev auto-creates and production migrates,
                   so a divergence between the two is invisible until it ships

.field-error was declared in two page sheets by the end of T5.2 and would have
been three by T5.8, so it moved to theme-light.css. No colour literal added
anywhere: still 0 across all page sheets and inline blocks.

Question for the PR, per CLAUDE.md: the levels are fixed at building / floor /
sector. Micron's floors behave like buildings, which this handles by letting a
project use whichever levels it needs - but a job that wants a fourth level, or
different names for the three, cannot say so. Whether that is worth a
per-project level vocabulary is a product question; the schema would take it
without a migration.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-16 11:06:27 -05:00
928ab8c900 Archive projects, auto-add default members, rebuild the admin console
Three things asked for together, plus the migration they share (a7c31f9e5b02 —
additive, with database defaults for existing rows, so unlike the users.role
rewrite it is safe under a code-only rollback).

ARCHIVE A PROJECT. A finished job leaves every picker, switcher and search, and
freezes read-only, without losing anything. Hiding is free: GET /api/projects
defaults to archived=exclude, so the home picker and the app-bar switcher drop it
without either of them changing. Freezing is require_project_writable(), which
every write that lands on a project now goes through — SOP and WP upserts (both
ends, so a package can be moved neither into nor out of an archived job), deletes,
issue, status, WP archive, and comments on its WPs/SOPs. It answers 409, not 403:
nobody lacks a permission, the project's state is the objection, and the browser
outbox in project-data.js retires 4xx ops instead of retrying them against a job
that will never accept them. Unarchive and delete stay allowed on purpose —
unarchive is the one write an archived project must take, and archive-then-delete
is a normal sequence.

DEFAULT MEMBERS ON NEW PROJECTS. users.auto_add_projects / auto_add_role flag the
people who belong on every job, so an admin says it once instead of remembering it
at each project creation. It runs on the is_new branch of upsert_project, which is
the single road into project creation, so the home page, the sample project and the
demo seeder are all covered and an update never re-runs it. Note the interaction
with the existing creator-grant: that row commits first and add_default_members
never overwrites an existing membership, so the creator grant now carries the
creator's own auto_add_role — otherwise someone flagged "Project Admin on every
job" would land as a plain member on the one job they started themselves.

ADMIN CONSOLE. The user table had outgrown .wrap{max-width:860px}: nine columns in
an 860px card meant every cell wrapped, so one user occupied a ~100px band, the
action buttons stacked, and the table spilled outside its own white card. Now
1240px, with wide tables scrolling inside .tscroll so the page itself never scrolls
sideways, and one spacing/control scale across all twelve cards. Truncation hangs
off a span inside the cell rather than max-width on the td, which table-layout:auto
treats as advisory — the usual reason cell ellipsis works in the stylesheet and not
on the page.

Found in review and fixed here rather than later:

- Stored XSS in the new Projects card, reachable by any signed-in user, landing in
  an admin's session. The uesc(v).replace(/'/g,"\'") idiom this file already used
  in eight places escapes in the wrong order — uesc leaves backslashes alone, so a
  stored name containing \' closes the JS string literal and the rest executes.
  jsq() does backslash, then quote, then HTML, and all thirteen handler bindings go
  through it. The same bug, unescaped entirely, was in the SOP builder's custom
  constraint names (escHandlerArg there). Three of seven test payloads escaped the
  literal under the old idiom — one of them a plain name ending in a backslash, so
  it was breaking buttons for innocent input too.
- _save_comment resolved wp_id and sop_id with if/elif but stored both, so a
  payload naming a WP you may touch and a SOP you may not was authorised on the WP
  alone and still wrote into the other project's thread. Both are checked now.
- Promoting an account to admin left its default-member flag set but invisible,
  ready to take effect again on demotion — cleared, as set_user_auto_add already
  does for the role.

smoketest.py and the console's own smoke test both assert the archive round trip:
out of the default list, present with archived=all, writes refused with 409, and
all of it undone by unarchiving.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-05 13:48:43 -07:00
fcba74b584 Fix the WP navigator and the squeezed embedded layout; add per-project permissions
Layout — the reported "skinny scrolling windows"
- .content-area capped the whole suite at 1000px, so on a 1920 screen the embedded
  Work Package Creator ran in a ~930px column with its own scrollbar inside the
  page's. The wizard now caps at 1700px and the Creator/Dashboard tab goes
  full-bleed: the iframe fills the window below the app chrome and owns the only
  scrollbar. Needed `flex: none` on the content area — as a `flex: 1` item its
  flex-basis overrode `height`, leaving the used height indefinite so the child's
  `height: 100%` collapsed the iframe to its 150px default.
- The SOP wizard's fields were one per row; they now flow into ~340px columns.

Navigator — now an auto-hiding drawer
- It was a fixed 262px column that stole width from the form AND was hidden below
  1100px, so embedded (the normal path) it never appeared at all — that's the
  "broken side menu". It's now an overlay drawer behind a slim always-visible edge
  handle: hover or tap to open, move away / Escape / pick a package to close, or pin
  it to keep it open (pinned shifts the form and the page chrome across, and is
  remembered). A gutter keeps the handle off the section-nav chips.

Bugs found while checking the site over
- collectStepData() still read the SOP team fields as text inputs, but wave 1 made
  them account pickers — so it wrote a user ID into state.team.pm where the display
  NAME belongs, and the SOP would print `user_ab12…` as the PM. Now synced properly
  from the pickers.
- loadSampleData() set .value on those selects with fictional names; setting an
  unmatched value on a <select> silently does nothing, so the sample lost its team.
  It now stores them as names without an account, which the picker shows as
  "(no account)".
- My earlier CSS block replacement had deleted the SOP-chip, people-picker and
  critical-tag styles. Restored.

Same picker everywhere the SOP names someone
- Sign-off roles (step 3, required and optional) are account pickers now, storing
  userId alongside the name, so a signature belongs to an account that can be
  notified. Titles stay free text.

Per-project permissions (asked for: "change project permissions for individual users")
- project_members.role overrides the account's role on that project, so a PM on one
  job can be a Project User on another. Empty = inherit; app admin is admin
  everywhere. effective_role() feeds require_project_admin, so WP delete, completed-
  SOP edits and project delete are all judged per project.
- Project access is now its own column in the admin console (it was buried among the
  action buttons, which is why it couldn't be found), showing the project count per
  account; the dialog sets access plus the role on each project.
- The members endpoint reports each person's effective role on that project.

Verified: 157 API checks across five suites on clean databases (44 permissions +
22 password reset + 34 search/localization + 39 gates/notifications + 18 new
per-project permission checks), 16 drawer-behaviour + 4 pinned-mode UI checks driven
in headless Chrome, and probes confirming the team/sign-off pickers populate and no
longer corrupt state.team on step navigation. Screenshots reviewed at 1920x1080.

Service-worker cache bumped to v3 so browsers pick up the new shell.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-03 17:22:19 -07:00
61d1cf4bff Wave 2: form cleanups from the site comments, plus localization, project switcher and global search
Site comments (8/3)
- BIM card: LOD removed, IFF # added next to the coordination status, and required
  once that status is "Signed off (IFF)" — an unnumbered sign-off isn't traceable.
  A LOD already stored on a package is preserved and shown as legacy, not blanked.
- The blue "from SOP types" subtext under a field is now a SOP chip on the label
  with the detail in a tooltip. The chip stays visible rather than hover-only:
  field tablets have no hover, and "this came from the SOP" is the part that
  matters. The hint elements stay in the DOM (hidden) so the code writing to them
  keeps working; an observer mirrors their text into the tooltip.
- Specification Section is no longer typed per package. Each WP type carries a
  spec section on the SOP; the field is read-only in the Creator and follows the
  type, with the SOP's spec folder linked underneath. This reads both spec
  comments as one intent — stop typing it, derive it.
- Assignees and Distribution are multi-selects over the SOP project team, showing
  each person's job function, with the CM pre-added to Distribution (removable per
  package) and a free-text option for people with no account. The stored display
  strings are unchanged so print/export/dashboard keep working; account ids ride
  alongside for the notification work in wave 3.

Localization + time
- Per-user locale/timezone (Language & time in the user menu), an app-wide default
  in the admin console, then the browser. Timezones are validated against the
  server's zoneinfo and the picker is fed from it. Calendar dates are formatted
  from their parts so a due date never reads a day early in another zone.
- Every displayed timestamp now goes through the shared helpers.

Top-bar chrome
- Project switcher beside the logo and a centered global search, injected into
  either generation of top bar; skipped in an iframe so the embedded Creator
  doesn't get a second one. Ctrl/Cmd-K focuses search.
- GET /api/search covers work packages, projects and SOPs, scoped to the caller's
  projects, hiding archived packages, with LIKE wildcards escaped.

Fixed along the way: showForm() cleared every card's inline display, which undid
applyKind() — so the Package Type and BIM cards reappeared on an install-only
project. Split out applyKindVisibility() and re-apply it there.

Verified: 100 API checks on a fresh database (44 permissions + 22 password reset +
34 search/localization), 24 driven UI checks against the real Creator page in
headless Chrome (SOP chips, both people pickers, spec auto-fill, critical tags,
BIM suppression), and the chrome harness on both bar styles. Screenshots reviewed.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-03 15:17:51 -07:00
79b0e955b4 Wave 1: permissions roles, account-backed SOP team, critical constraints, password reset, BIM flag
Acts on the site comments from 8/3 plus the follow-ups. Foundation work first —
four of the comments all needed the project team to resolve to real user accounts.

Permissions vs project role (new)
- User.role is now the PERMISSIONS role: admin | project_admin | project_user.
  project_admin may delete work packages, change a SOP after it is complete, and
  delete a project; project_user may not (archiving a WP is still open to them).
  Enforced by require_project_admin() server-side; the UI only hides dead ends.
- New User.project_role holds the person's JOB FUNCTION on the project. It grants
  nothing — it feeds the SOP team pickers and notification routing.
- Admin console shows both columns and explains the difference. Migration rewrites
  the legacy role 'user' to 'project_user'.
- Deleting a project was previously open to any member and unaudited; it now needs
  project_admin and writes an audit event. ProjectData.remove no longer drops the
  project from the local cache when the server refuses.

SOP project team from user accounts
- PM/APM/CM/QM and additional team members are pickers over the project's members,
  storing the account id next to the display name. A name from an older SOP with no
  matching account is kept and flagged rather than dropped.
- The WP Creator lists the SOP team first in the Owner picker, and a new package
  defaults to whoever is creating it.

Critical constraints
- SOP constraints carry a Critical flag; buildConstraints() now copies the whole
  definition through to the package (it previously reduced them to names, losing
  description too), and critical rows are marked in the WP form. The email on
  reopen-after-release is wave 3.

Password reset by email
- login.html gains Forgot password and a set-a-new-password view, offered only when
  the server reports email is actually configured.
- Single-use signed token (AUTH_RESET_MINUTES, default 60) bound to token_version,
  sent immediately rather than through the notifications outbox so a reset link is
  never persisted. Identical response for unknown accounts; per-account send
  cooldown; a completed reset clears any login lockout.
- Session and reset tokens are no longer interchangeable.

BIM kill-switch
- New admin Features card with bim_enabled, OFF by default. The SOP creator hides
  the BIM section and the Creator treats every package as install-only while it is
  off; a SOP that already has BIM keeps its data untouched.

Verified with two throwaway-database test scripts: 44 checks on the permissions
matrix and token handling, 22 on the reset flow end-to-end against a local SMTP
sink (real message captured, link extracted and used). Front-end files parse-checked
in headless Chrome. Not yet exercised in a browser against a real login.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-03 14:48:59 -07:00
39b48055ff Productionize WP Suite: auth, security hardening, sync, dashboard, PWA, email
Brings the Work Package Suite from a browser-local prototype to a
multi-tenant, SQL-backed deployment hardened for customer IP.

Auth & access control
- Local username/password login (bcrypt + JWT in an HttpOnly cookie),
  admin-managed users, per-project membership, and project-scoped API access.
- Admin console: change user roles, view the audit trail, manage settings.

Security hardening
- CSP / HSTS / X-Frame-Options / nosniff headers in nginx; Secure cookie via
  X-Forwarded-Proto; CSRF Origin check; attribute-safe output escaping.
- Login lockout, token_version session revocation, stronger password policy,
  fail-closed secret loading, encrypted (AES-256) database backups.

Persistence & schema
- SOPs and Work Packages are now DB-backed and shared across users, written
  through a durable client sync outbox that queues offline edits.
- Alembic migrations applied automatically on container start.

New capabilities
- Phase 2 dashboard (progress, gating, pagination, archive).
- Phase 3 PWA "Field View" with offline caching and auth fallback.
- WP owner assignment with OPTIONAL email notifications, OFF by default and
  toggled from the admin console. SMTP password is read only from the
  SMTP_PASSWORD env var (never stored); emails carry a WP number + deep link,
  never customer IP.

Also: IBM Carbon restyle, Help section, and DEPLOYMENT.md brought up to date.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-15 17:51:15 -07:00