Standalone instructions for the Portainer admin: set AUTH_SECRET_KEY,
rebuild + redeploy the stack, and bootstrap the first admin account.
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>
With 2 workers, both ran Base.metadata.create_all() at import on an empty DB,
racing on CREATE TABLE (duplicate pg_type for "projects"). --preload imports
the app once in the master before forking, so tables are created a single time.
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>
Adds /admin.html — a passphrase-gated, in-site admin console for diagnostics
and testing: API connectivity check, DB snapshot, browser smoke test, and
demo-data seed/clean. Gate is SHA-256 obfuscation only (default passphrase
"prime-admin"); restrict at the network/proxy for real protection.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
html/admin.html + admin.js — a passphrase-gated console served at /admin.html:
- API connectivity check (clearly flags the /api/ 404 if the proxy isn't routing).
- Database snapshot (project/SOP/WP/comment counts via the API).
- End-to-end smoke test in the browser (mirrors smoketest.py: issue gate,
status, metrics, comments) with self-cleanup.
- Demo data: seed a DEMO project + clean DEMO-/SMOKE- projects.
Gate is SHA-256-based (default passphrase "prime-admin"; documented how to
change) — obfuscation only, not real auth; restrict at the network/proxy for
real protection. Not linked from the main nav.
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>
Integrates the full feature set built on top of the Docker/Postgres deployment:
- Discipline strategy, per-discipline scope/status, Split by Discipline (WP01A/B/C),
material-by-discipline.
- WP Dashboard (metrics, gating, filters) + backend issue/status/metrics endpoints.
- Multi-project support: projects entity + CRUD, project picker home page,
per-project data isolation.
- WP sizing presets, Duplicate WP, custom WP types, menu/UX cleanup.
- GUI polish: Help section, tooltips, sticky save bar + section nav, status pills.
- Rewritten DEPLOYMENT.md for the SQL-backed Docker stack.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Replaces the stale non-Docker/systemd guide with an admin-facing, start-to-
finish guide for the actual stack (nginx serving html/, FastAPI api, Postgres
db). Covers prerequisites (external proxy network), the root .env credentials,
reverse-proxy wiring, bring-up, and verification. Adds the current data model
(projects + project_id/parent_id/issued_at columns), the full endpoint list, a
"what's stored in SQL today vs Phase 2" table, backups, and the schema-migration
caveat (create_all adds tables, not columns). Points to server/README.md for the
deep container reference.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Help: shared help.js injects a Help modal (workflow + key concepts) and the
.help-tip tooltip component. "❔ Help" added to the suite header and home nav.
- Tooltips: ⓘ hover hints on the trickiest fields (WP number auto-build,
disciplines, scope/split, constraints, materials-by-discipline, discipline
strategy, split threshold).
- WP creator: sticky section-nav jump chips at the top and an always-visible
sticky save bar (Save Draft / Save & View) showing live release readiness.
- Dashboard: metric cards (Release-ready / On hold / Overdue / Total) and the
status chips are now clickable filters for the board.
- Consistent colored status pills in the dashboard board and the saved list.
Theme unification (home Carbon vs tools palette) intentionally left for a
separate pass.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Cost codes: drop everything after 4990 (material/quality/admin codes removed).
- WP creator: add "Duplicate" (asks how many copies; each a clean Draft with
unique number/subject, approvals & closeout cleared). When embedded the WP
toolbar now shows only New + Duplicate.
- Condense duplicated toolbars: the embedded creator's Usage Data, Load Example/
Sample SOP, Comments, View SOP and Dashboard buttons are hidden; the suite's
top-right "Usage Logs" and "Load Sample" are the single instances.
- Load Sample is context-aware: SOP tab loads the sample SOP, WP/Dashboard tab
loads the example Work Package in the creator.
- Dashboard moved to a nav-tab next to SOP Configuration / Work Package Creation.
- Remove "Prime Controls" branding from the embedded WP menu.
- Remove "Bill Clarida" from the example WP distribution and the step-comments
name placeholder.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- SOP Complete now returns to the project home page after the confirmation
popup (instead of staying on the SOP tab), and stamps projectId onto the SOP.
- WP creator no longer substitutes the Micron SAMPLE_SOP when a project is
active but its SOP isn't found — it shows a "complete the SOP first" empty
state instead. Sample is only used for a standalone (no-project) preview.
This was the source of "loaded with sample data I didn't select."
- SOP WP Types step gains "+ Add Custom Type" (editable name + remove);
blank-named custom types are dropped from the generated SOP. Custom types
round-trip via the saved state.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Replaces the free-text "Typical WP Size" with a preset dropdown (Small /
Standard / Large / Custom). Choosing a preset auto-fills the max-hours split
threshold (still editable). The chosen band is now surfaced next to Est. Hrs
in the creator's size hint (not just the View-SOP modal), alongside the
threshold/over-threshold warning. Sample SOP aligned to Standard (80 hrs).
repopulateForm preserves a non-preset saved value as a dropdown option.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
SOP and Work Package localStorage keys are now namespaced by the active
project via ProjectData.key(base) -> base+'__'+<projectId> (SK() in the
suite, wpKey() in the creator), so switching projects shows that project's
own SOP and packages. project-data.js runs a one-time discard of the legacy
un-namespaced keys (guarded by wp_ns_migrated_v1), per the chosen approach.
Active project is resolved before the store loads in both the suite and the
creator so namespaced keys resolve correctly, including standalone deep-links.
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>
When a package carries 2+ disciplines, the BOM gains a per-line Discipline
column (hidden otherwise). Split by Discipline routes each instance only the
material lines tagged to it; untagged lines stay on the kept master, and the
split summary flags how many were untagged. Rendered doc shows the column
when any line is tagged.
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>
Curated summary of architecture, decisions and rationale, commit timeline,
repo map, deploy pointers, and the pending Phase 2 work — so a teammate or a
fresh Claude Code session can pick up where we left off.
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>
- Add nginx-wp-suite.conf: static site + /api/feedback proxy to the Power
Automate trigger (SNI on, Host header, POST-only, body cap)
- Remove IIS web.config
- Update feedback-config.js comment and DEPLOYMENT.md to the NGINX setup
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Set FEEDBACK_ENDPOINT to same-origin /api/feedback (no CORS, hides trigger URL)
- Add web.config with ARR/URL-Rewrite proxy rule (placeholder trigger URL),
HTTPS/POST/static-content setup
- DEPLOYMENT.md: concrete IIS + Power Automate steps and the HTTP-trigger
Request Body JSON Schema matching the app payload
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
WP type discipline removal:
- SOP WP Types step now has Enabled / Special Rules-Notes / WO Complete
Approval columns (discipline column and DISCIPLINES/type-discipline maps gone)
- WP Creator: drop the derived Discipline field, the type-trade number code,
and discipline from saved packages and output; number tokens are now generic
- Default WP number format no longer includes [Discipline]
- Harden buildConstraints against object-shaped constraint names
Firewall hosting:
- Remove external Google Fonts @import; fall back to system fonts (no
outbound calls, runs fully behind a firewall)
Feedback collection:
- Add shared feedback-config.js with a single FEEDBACK_ENDPOINT hook +
best-effort postFeedback() (backend or Power Automate/SharePoint)
- Add Export / Import to home and SOP feedback; wire central-post on all three
surfaces (home, SOP step comments, WP review comments)
- Add DEPLOYMENT.md documenting hosting and both feedback paths
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Home page: two cards (SOP Configuration / Work Package Creator);
SOP card turns green + "Review" once complete (persisted to localStorage),
WP card locked until SOP is done
- Header: white background with dark text; remove duplicate title next to logo
- Move Step Comments toggle into the header; restore Usage Logs analytics
- Load Sample: project MICRON_PH1_CUP_HPM_FMCS INSTALL, PM Mariano Sanchez
- Team tab: add Assistant Project Manager + repeatable "Add Team Member"
- Sign-Offs: add Assistant Project Manager to additional roles
- Sequencing: restore Rev 0 pre-sequenced drag-and-drop (gates, arrows)
- Sources: restore Rev 0 pre-loaded list; defaults are deletable + addable
- WP Creator: replace broken stub with the real creator embedded in the WP
tab, auto-loading the completed SOP from localStorage
- Remove duplicate standalone SOP tool (sop-config-*)
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
