Predecessors are real references now
- data.predecessors holds work-package ids, replacing a free-text SOP phase label
that couldn't express "WP04 waits on WP02" and gated nothing. The SOP phase
survives beside it as the descriptive "Sequence phase" field.
- readiness() has two gates: constraints clear AND every predecessor Closed. The
banner, sticky bar, left rail, dashboard Gates column and the ready counters all
reflect the second one.
- Enforced server-side by enforce_release_gates() on every path that sets a status
— the plain upsert included, since that's how the browser and the offline outbox
save. /issue and /status would otherwise have been ways around it.
- Cycles are refused directly and through a chain, with a message naming the
package that already waits on this one. The Creator's picker also hides itself
and its own descendants, so a cycle is hard to build in the first place.
- A deleted predecessor does not block: it would freeze everything downstream of a
package someone removed.
- The gate is refusable, on purpose. Planners release ahead of upstream close-out,
so an explicit reason (data.gateOverride) allows it, gets a gate_overridden audit
event naming what was skipped, and prints on the package. A blank reason is not
an override, and changing the predecessor set clears it. The dashboard won't
release a blocked package at all — it points at the form where the reason is
captured.
Critical constraints reopened after release
- Reopening a SOP-critical constraint on a released package emails the owner, PM,
CM and the package's distribution list (minus whoever did it) and writes a
constraint_reopened audit event.
- Detected by diffing the incoming constraints against the stored ones inside the
normal upsert rather than via a new endpoint: the sync outbox only replays
POST /api/wps, so a dedicated route would be lost offline. It fires only on a
real cleared→open transition, so re-saving an already-open constraint doesn't
re-announce, and never before release or for a non-critical constraint.
- Bodies carry the constraint name, WP number and a link — never package contents.
Verified: 139 API checks on one fresh database (44 permissions + 22 password reset
+ 34 search/localization + 39 gates/notifications), including every bypass path,
cycle shapes, the deleted-predecessor case, blank-reason overrides, and the four
recipients confirmed both in the outbox and on the wire against a local SMTP sink.
27 driven UI checks against the real Creator page in headless Chrome covering the
picker, the override prompt (accept and cancel), override invalidation, the cycle
exclusions and the dashboard refusal. Screenshots reviewed.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
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>
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>
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>
Reintegrates C-West8's "storing data in DB instead of client only"
(commit e5102446 on shared-data) on top of the BIM / per-package work.
localStorage becomes a per-browser cache; the server is authoritative.
- project-data.js: pullProject() hydrates the apps' existing localStorage
keys from the API on load; pushSOP()/pushWP()/removeWP() write through
on save/delete. WPs store the whole flat object in `data`, so BIM
fields, kind, and projectLinks round-trip intact.
- index.html: home pulls the project before showing SOP status; feedback
loads from /api/comments (server-authoritative, local fallback).
- work-package-suite-app.js: pull-then-restore on boot; completeSOP
pushes the SOP to the server.
- wp-creation-app.js: save/duplicate/issue/setStatus push; delete/clear
remove; boot pulls from the server first, then boots off the cache.
- server/app.py: /api/sops and /api/wps take full=true to return the
data JSON for one-request hydration (list stays lean by default).
Co-Authored-By: C-West8 <125926137+C-West8@users.noreply.github.com>
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Access control:
- project_members table; non-admins only see/operate on assigned
projects (enforced across projects, SOPs, work packages — 403 else),
admins bypass. Creating a project auto-grants its creator access.
- Admin API to get/set a user's project assignments, plus a checkbox
assignment dialog in the Admin Console user list.
UI / workflow:
- Login page: drop the "Prime Controls" wordmark next to the logo.
- SOP tool: remove emoji icons from buttons and nav tabs.
- Rename "Step Comments" to "Feedback"; the author auto-populates
(read-only) from the signed-in user.
- Move usage-log viewing to the Admin Console; add an admin card that
lists all feedback/comments (who, what, page + step, when).
- Sample project name -> "Micron FMCS Install (sample)".
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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>
The api crash-looped because DATABASE_URL had an un-encoded special-char
password (@/!), so SQLAlchemy parsed part of the password as the host
("...@db" → name resolution failure).
db.py now prefers building the connection from POSTGRES_USER/PASSWORD/DB via
SQLAlchemy URL.create(), which encodes the password automatically — any
password works with no manual escaping. DATABASE_URL remains an optional
override (still must be hand-encoded if used). docker-compose now passes the
POSTGRES_* vars to the api container; DEPLOYMENT.md updated (incl. a Portainer
env-vars note).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
server/seed_demo.py seeds a realistic DEMO project (complete SOP + a spread of
Work Packages: issued, gated, multi-discipline master with split instances,
overdue, over-threshold draft) via the API. --clean removes it. DEPLOYMENT.md
documents both smoketest.py and seed_demo.py, including the localStorage caveat
(seeded project shows in the UI picker; seeded SOP/WPs are SQL-only until Phase 2).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- API smoke test (server/smoketest.py): stdlib end-to-end check of health,
projects, SOPs, WPs, the AWP issue gate (409 → 200), status, metrics,
comments, and cascade delete. Referenced from DEPLOYMENT.md.
SOP config:
- Constraints: fix custom constraints never appearing — renderStandardConstraints
no longer clobbers state.constraints; customs render in their own list with
remove buttons; modal gains a free-text "Add" field.
- Sources: add column headers (Data Type / Location-Platform / URL / Notes);
preset data types are now fixed labels, "Add Source" creates an editable
custom row.
- Issuance strategy: add a tooltip + worked examples for each option.
- Remove the "Comment submitted" acknowledgement popup (home + suite); keep the
commenter name between comments.
WP creator:
- Clearing the last open constraint now offers to mark the package Issued and
scrolls to the status control.
- Form sections are collapsible (click a section heading to fold it).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Projects become the top-level container; SOPs and Work Packages belong to one.
Backend:
- New projects table + CRUD (/api/projects).
- sops.project_id (FK, cascade) and work_packages.project_id added;
list/latest/metrics endpoints accept a project_id filter.
Front end (now under html/):
- project-data.js: shared API-first ProjectData adapter with localStorage
fallback + active-project helpers.
- Home page: removed "About This Suite"; added a Project picker (create /
use sample / select). Tool cards stay hidden until a project is active and
carry &project=<id>; hero shows the active project.
- Suite reads ?project, resolves it, shows it in the header, and prefills the
SOP project fields; passes &project into the WP-creator iframe.
- WP creator stamps projectId onto saved packages.
SOP/WP localStorage is not yet namespaced per project (next step).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
SOP config (Governance step) now sets project discipline policy:
- disciplines list, discipline strategy (single/multi/planner-choice),
letter instance-suffix style, and a max-hours split threshold.
WP Creator becomes discipline-aware:
- discipline picker; selecting 2+ turns the flat scope into per-discipline
scope sections, each with its own status (rolls up to least-advanced).
- "Split by Discipline" turns a multi-discipline WP into WP01A/B/C instances
linked to a kept master (instanceOf/parentNumber/split/children).
- est-hours warning against the SOP split threshold.
New WP Dashboard (header button, home card, ?view=dashboard deep-link):
metrics, status/discipline breakdowns, a gating panel, and a filterable
board with view/edit/issue. Reads localStorage via an API-ready WPData
adapter; masters excluded from counts.
Backend: POST /api/wps/{id}/issue (enforces the constraint gate),
POST /api/wps/{id}/status, GET /api/wps/metrics; work_packages gains
parent_id + issued_at.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- server/: FastAPI app with SQLAlchemy models for sops, work_packages, comments
- Endpoints for SOP/WP upsert+list+get+delete and comment create+list;
/api/feedback kept as an alias so the existing client keeps working
- Portable across engines (PostgreSQL prod, SQLite dev fallback)
- requirements.txt, .env.example, and server/README.md (Postgres + systemd)
- NGINX now proxies /api/ to the API (replaces the Power Automate hop;
comments persist to SQL)
- Rewrite DEPLOYMENT.md for the API + database architecture
- Add .gitignore for venv/.env/sqlite
Phase 2 (wire the client apps to the API) is next.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
