Commit Graph

20 Commits

Author SHA1 Message Date
f023192b74 T10.6 - deployment docs and env var reference describe Okta, not the never-shipped LDAP config
D13 never shipped, so DEPLOYMENT.md, server/.env.example and server/README.md
still described the original local-password system as of this task starting -
POST /api/auth/login, bcrypt password_hash, create-admin with a prompted
password, self-service reset-password email flow, AUTH_RESET_MINUTES /
AUTH_RESET_COOLDOWN_SECONDS. All of that is gone as of T10.4; these three files
now describe what actually runs.

server/.env.example and DEPLOYMENT.md's env block both gain the five OKTA_*
variables (ISSUER, CLIENT_ID, CLIENT_SECRET, REDIRECT_URI, IDENTITY_CLAIM),
explained the same way AUTH_SECRET_KEY already was - what it does, where to
get it, what happens if it's missing.

Also updated, not originally named in T10.6's bullet but required for the
documented vars to actually reach a running container: docker-compose.yml's
api service sets environment: as an explicit allowlist, not env_file, so the
four new OKTA_* entries had to be added there too or .env would document
something that silently does nothing. OKTA_IDENTITY_CLAIM specifically is NOT
${OKTA_IDENTITY_CLAIM:-} - compose setting an env var to an empty string is
not the same as leaving it unset, and server/okta_auth.py's own default
(preferred_username) only kicks in when the var is truly unset. Mirrored the
same default in the compose file instead, or every deployment that leaves the
optional line commented out in .env would 503 on every sign-in looking for a
claim literally named "".

server/README.md: replaced the login-portal section with the Okta flow
(access gating is Okta's job, not this app's - roles/authorization stay
local), replaced "create the first admin" with the promote-not-create
bootstrap path (D16) and its no-break-glass posture, replaced the curl-based
login example in Quick Test with a pointer to smoketest.py's own
session-minting technique (there is nothing left to curl - Okta requires a
real browser).

DEPLOYMENT.md: same treatment for its own copies of the env block, the
Portainer var list, the users table's password_hash column, the auth
endpoints summary, the smoke-test walkthrough (WP_SMOKE_USER only, must run
inside the api container or local dev sharing AUTH_SECRET_KEY/DATABASE_URL -
no longer targetable from an arbitrary remote workstation), the entire
"Self-service password reset" section (replaced with "Sign-in and admin
bootstrap (Okta)"), and the project_super_user role description / exclusive-
scope bullet, both of which named "reset passwords" as something that no
longer exists.

Left alone, logged rather than fixed here per CLAUDE.md scope discipline:
- users.failed_attempts / locked_until columns are still in the schema and
  still reset to 0/None on every Okta sign-in, but nothing increments them
  anymore since local login() is gone - vestigial, not documented as active
  lockout behavior in either doc now, but not migrated away either.
- server/README.md's "Production - Docker Compose" section (### 1-5) is a
  self-contained alternate quickstart that already duplicated and diverged
  from the real root docker-compose.yml before this task; it uses env_file
  rather than an explicit allowlist so it isn't broken by this change, but
  it's still a second source of truth nobody asked this task to reconcile.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-03 13:47:48 -07:00
9459e76a6c Add a front-end browser check, so the pages are testable and not just readable
server/smoketest.py proves the API works; nothing proved the PAGES work. That gap
is why users.js, wp-sidenav.js and the extracted console.css shipped unexecuted and
had to be written up as a known issue instead of verified. This closes the gap with
a tool rather than a one-off, so the next front-end change is cheap to check.

  tests/cdp.py           a minimal DevTools Protocol client — hand-rolled stdlib
                         WebSocket (handshake, masked frames), browser discovery for
                         Edge/Chrome across platforms, and process teardown.
  tests/browser_check.py the fixture and 71 assertions.

Stdlib only, matching smoketest.py's rule: these have to run on a plain Python
install on whatever machine is to hand. No pip, no Selenium, no node.

Self-contained — it builds a throwaway database, seeds a fixture, starts its own
uvicorn on a free port, drives the browser, and tears everything down. The real
database is never touched. Sessions come from minting a token with the app's own
auth.create_token() rather than scripting the login form.

What it asserts, beyond "no JavaScript errors on boot" (the thing that actually
went unverified): the three role-dependent renderings of the directory, one-line
rows and no sideways scroll, the roles each caller may grant, the project-access
dialog opening and closing, the drawer's open/Escape/scrim/focus/aria behaviour and
its role gating, ?project= carried only onto project-scoped links, and — the reason
this matters most — that admin.html still has its tokens, cards, headings and dense
sticky tables after console.css was lifted out of its inline <style>.

Three things the build had to get right, each learned the hard way:

  - Teardown kills the browser's whole process tree AND sweeps anything still
    holding the unique temp profile, matched on that path so a browser window the
    user has open is never touched. proc.kill() alone left 98 strays.
  - Launching retries with a fresh profile and port: a browser can hand off to
    another instance and exit rc=0 without ever binding the debugging port.
  - Cleanup waits for the server to exit and disposes the harness's own SQLAlchemy
    engine before removing the temp directory, or the open SQLite file blocks the
    delete and ignore_errors hides it.

The fixture includes an account on a project the super user cannot see, without
which the admin and the super user would see the same number of rows and the
scoping assertion would prove nothing.

Documented in DEPLOYMENT.md next to the smoke test. 71/71 across repeated runs,
leaving no stray processes or temp directories.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-14 16:09:04 -05:00
64a5fd5612 Make the smoke test sign in; enforce SQLite foreign keys
Closes known issue 3. server/smoketest.py predated the login portal and had no
login step at all, so auth_gate refused every route after /api/health and the
documented way to verify a deploy reported a wall of failures against a healthy
stack.

  - Signs in first, holding the session in an http.cookiejar on a shared opener.
    urlopen() has no cookie support, which is why the session was dropped.
  - Credentials from WP_SMOKE_USER / WP_SMOKE_PASSWORD, or --user/--password, so
    a password need not land in shell history. Refuses to start without them
    rather than running headlong into 401s.
  - Checks the signed-in role up front and warns when it cannot archive or delete
    a project, instead of failing six checks later for an unexplained reason.
  - New exit code 2 for "could not run" (unreachable, or credentials missing or
    rejected), kept distinct from 1 "ran and found problems".
  - Also asserts the session is accepted on an authenticated route and refused
    after sign-out; signs out at the end so a run on a shared host leaves none.

The working smoke test immediately caught a real bug: SQLite ships with foreign
keys disabled and the pragma is per-connection, so every ondelete="CASCADE" was
silently a no-op on dev while working on Postgres. Deleting a project orphaned its
SOPs, work packages and membership rows; deleting a user orphaned theirs. db.py
now sets PRAGMA foreign_keys=ON for SQLite, so dev matches production.

Enforcing them exposed two things that had been getting away with it:

  - create_user adds an account and its ProjectMember rows in one flush, and the
    ORM takes flush order from relationship() declarations. models.py has none by
    design, so it emitted the child INSERT first and the database rejected it.
    Fixed with a db.flush() after the account, and documented at the top of
    models.py so the next same-flush pair does not rediscover it. The other three
    call sites already commit the parent first.
  - A write aimed at a since-deleted project used to leave an orphan row; with FKs
    enforced it would have been an IntegrityError surfacing as a 500, which the
    browser outbox retries forever (it only retires 4xx). require_project_writable
    now refuses a vanished project with 409, like the archived case beside it.

Verified: smoke test 27/27 exit 0 against a live server (the cascade assertion now
passes on SQLite, which is what used to fail); credentials missing and credentials
rejected both abort cleanly with exit 2 and no stray PASS lines; a project_user run
warns up front and fails as described. Scope tests 93/93, live HTTP checks 29/29,
static JS checks 33/33. No orphan rows left in the database afterwards.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-14 15:19:36 -05:00
4ace2afb1c Move user administration to its own page; add Project Super User
User accounts lived in the Admin Console, which is admins-only. Project admins
need to create the accounts on their own jobs without an app admin on the phone,
so accounts move to a new User Directory page and a new role carries the right.

server/auth.py, server/app.py
  New permissions role `project_super_user`, between admin and project_admin:
  everything a project admin may do, plus user administration SCOPED to the
  projects they hold the role on. Four limits make it safe to hand out, all
  enforced server-side:

    * Scope comes from projects, not the job title. It resolves per membership
      (managed_project_ids), so an ordinary account can hold it on one job via
      ProjectMember.role, and a super user demoted on one job administers
      nobody there. No projects, no authority.
    * Account-level changes (password, disable, rename, permissions, delete)
      require EXCLUSIVE scope: refused when the target is also on a project the
      caller does not administer, because those changes are global. The
      directory renders such rows read-only with the reason.
    * No admin or super-user targets, and neither role can be granted by a
      super user -- that is the line that stops it becoming app-wide control.
    * PUT .../projects rebuilds only the caller's own slice; memberships on
      projects they do not administer are left untouched. A payload that simply
      omits them must not cut someone off a job the caller cannot see.

  Creating requires naming at least one of your own projects: an account with
  none would be one the creator instantly cannot manage.

  /api/auth/users is now scoped rather than admin-only, and carries a per-row
  `manageable` verdict plus the reason. Non-managers get a contact card only --
  a project user has no business reading colleagues' login history. New
  /api/auth/user-scope tells the page what it may offer. Administrative
  password resets are now audited; they were the one account change that left
  no trace. Settings, feature flags and the auto-add rule stay admin-only.

  While here: one definition of "is a user manager", derived from the managed
  set. An account-role-only version disagreed with the scoped one and locked
  per-project super users out of routes they were entitled to.

html/users.html, html/users.js
  The directory: three renderings from one page -- admin (everything), super
  user (controls per row, read-only where scope is shared), everyone else (a
  read-only directory of the people on their own projects).

html/console.css, html/console-util.js
  Extracted from admin.html/admin.js so both console pages share them. A
  divergent jsq() is an XSS and a divergent role list offers permissions the
  server refuses, so neither may exist twice.

html/wp-sidenav.{js,css}
  Global nav drawer, role-gated, carrying ?project= across links. Mounted on
  the field view (which had no way to anywhere) plus both console pages.

No migration: users.role is already String(20) and the new value fits.

Verified: 93 scope/gate tests, 29 live HTTP tests through the real dependency
stack, 33 static JS checks. Not verified in a browser -- no JS engine on this
machine -- so users.html and field.html want one manual load.

server/smoketest.py still fails with 401s. Pre-existing: it has no login code,
so auth_gate refuses it. Confirmed unchanged by stashing this work.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-05 17:36:14 -07:00
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
a9b22f2add NGINX: set Cache-Control via a map, not a nested location, so security headers survive
The Cache-Control rule I added in the previous commit used a nested
`location ~* \.(html|css|js|webmanifest)$`. nginx does NOT inherit add_header into a
block that declares its own add_header, so every HTML, CSS and JS response would have
been served WITHOUT the CSP, HSTS, X-Frame-Options, Referrer-Policy and nosniff headers
from the Phase S hardening — the headers dropped for exactly the files that matter most,
and silently, since the pages would still work.

Now computed by `map $uri $wp_cache_control` at http level and applied with one
server-level add_header alongside the security headers, so nothing is scoped away. An
empty value makes nginx omit the header entirely, so images and fonts stay cacheable.
Applied to both the Docker config (nginx/conf.d/wp-suite.conf) and the bare-metal one
(nginx-wp-suite.conf), which carries the same header set.

Caught while checking whether the stack was safe to redeploy. Not verified with
`nginx -t` — this machine has neither nginx nor docker — so DEPLOYMENT.md now records
the rule and the one-line curl that confirms both headers are present after a deploy.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-03 22:37:18 -07:00
e3527a6e1d Act on the fragility audit: boot-order crash, real cache correctness, deep links
A 55-agent audit of the last few commits confirmed 32 findings. The high and medium
ones are fixed here; the ranked leftovers are listed at the end.

Boot-order crash (my regression, wave 2)
- wp-format.js loaded AFTER wp-creation-app.js on every page, but the creator boots
  synchronously at parse time and its comment renderer calls wpFormatDateTime(). With
  any review comment present that threw a ReferenceError and aborted the rest of boot.
  The formatter now parses before the app scripts on all five pages. Verified with a
  comment seeded: the date renders and boot completes.

The network-first fix didn't actually work
- `fetch(req)` inherits the request's default cache mode, so it consults the browser
  HTTP cache — the previous commit's "network-first" still allowed a page to run
  against a stale sibling. Code is now fetched with cache:'no-cache' and precached
  with cache:'reload'.
- Nothing pinned freshness on the wire either: no Cache-Control anywhere, so browsers
  applied heuristic caching (~10% of a file's age) and each file expired at a
  different moment. NGINX and the dev server now send no-cache for html/css/js/
  webmanifest; images stay cacheable. Verified on the wire.
- Non-ok responses were returned verbatim, so a 502 broke pages the cache could have
  served; they now fall back to the cache. Cache keys drop the query string, which
  fixes both the offline miss on every in-app link (?project=…&tab=…) and unbounded
  cache growth. respondWith can no longer resolve to undefined. Cache bumped to v5.

Embedded creator
- Dropped the &t=Date.now() cache-buster and made the frame's identity the PROJECT.
  The view and which package to open are now applied by calling into the loaded
  document, so switching tabs no longer reloads it — that reload discarded unsaved form
  edits, made the creator unreachable offline, and stored a fresh copy per click.
- ?view=dashboard was re-read on every tab switch, so after one deep link the
  "Work Package Creation" tab kept opening the Dashboard for the rest of the session.
  Deep-link params are consumed once now.
- ?wp=<id> — which the global search has been emitting since wave 2 — was read by
  nothing, so picking a work package in search opened a blank one. The creator now
  exposes openWpById() and the shell applies it after a new 'wp-creator-ready' event,
  because the frame's load fires before pullProject() resolves.
- Math.max(320,…) could make the frame taller than the space available while page
  scrolling was disabled, pushing content off a window that couldn't scroll. Full-bleed
  is now only used when at least 460px remains, and the SOP-incomplete gate never runs
  inside it. A ResizeObserver re-measures when wp-chrome.js grows the app bar.

Contract drift
- .field-hint and .user-pick are used on the SOP suite page but their only rules lived
  in wp-creation-styles.css, which that page doesn't link — the CM hint and the
  sign-off pickers had no styling at all. Rules added to the suite's stylesheet.
- The creator's critical floor now also hides modal overlays (a stale stylesheet
  rendered their contents inline in the form) and gives the jump bar a sane sticky top.
- login.js dereferenced ids unguarded where the old version guarded, so a cached older
  login.html would break sign-in itself. Guarded.
- The "Language & time" menu item was added only if wp-format.js had already parsed;
  the check now happens at click time.

Verified: 157 API checks across five suites on a clean database, plus 22 driven UI
checks — boot-with-comment, tab switching with a no-reload probe, short-viewport
fallback, and the search deep link landing on the right package.

Not done, ranked: ~50 dead CSS rules across three stylesheets; dead .team-pick and
.constraint-option contracts; wp-chrome.js's documented '.header' mount branch is
unreachable because the creator loads neither wp-chrome.js nor its CSS; the squeeze
half of the embed layout (.content-area.embed-full) is still CSS-only, which degrades
to the old narrow column rather than breaking; fingerprinted asset URLs would make a
mismatched pair unrepresentable rather than merely unlikely.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-03 22:07:20 -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
b38348e6ae Wave 3: predecessor references with a release gate, and critical-constraint reopen alerts
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>
2026-08-03 16:15:36 -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
66da5b708a Fix API DB connection: build URL from POSTGRES_* (auto-encode password)
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>
2026-06-16 15:24:17 -07:00
2bdb65e580 Add seed_demo.py loadable demo project + document both test scripts
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>
2026-06-16 11:28:11 -07:00
e3ef3b0023 Round-1 test feedback + smoke-test script
- 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>
2026-06-16 11:04:46 -07:00
a32c275f76 Rewrite DEPLOYMENT.md for the SQL-backed Docker deployment
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>
2026-06-16 09:27:38 -07:00
a33b777aca Add Python/FastAPI + PostgreSQL backend (Phase 1)
- 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>
2026-06-15 10:58:52 -07:00
3d4402c88c Switch feedback reverse proxy from IIS to NGINX
- 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>
2026-06-15 10:46:35 -07:00
7186d46196 Wire feedback to IIS reverse-proxy -> Power Automate
- 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>
2026-06-15 10:28:50 -07:00
d2dc6ff4f7 Remove discipline from WP types; prep for firewall hosting + feedback collection
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>
2026-06-15 10:16:42 -07:00