CR-004 and CR-018 are the same change seen from two ends. CR-018 is why the
Acumatica cost code came out rather than being relabelled — the tracking
dimension the team wants is floor and area, not an accounting code — and CR-004
is what makes that dimension exist. Committed together because a rollup keyed on
free text is not a rollup, and structured location with nothing rolling up by it
is a form change nobody asked for.
CR-004 - three dependent dropdowns
Building filters Floor filters Sector, off the project's own taxonomy from
T5.4. Clearing a parent clears its children: not doing that is how a package
ends up filed under a floor that is not in the building it claims.
PATHS are stored, not names and not bare codes. A floor's own code is not
unique across buildings; `B-ONE/L1` is. That is what lets the dashboard filter
by a building and match everything beneath it with a prefix test, and it is
what CR-018 groups on.
The list is fetched with include_inactive=true, which is not a contradiction of
CR-005's "deactivating hides it from new work packages" — they are two
questions. What may be CHOSEN is active only. What may be SHOWN is everything,
because a package already referencing a deactivated value still has to render
its label, and blanking it on open would write the blank back on the next save.
A deactivated value that IS on the package is offered, labelled "(no longer
offered)"; on a fresh package it is not offered at all. Both checked.
X5, checked the way aggregates_check checks its own: localStorage is poisoned
with a fake building and the dropdown is required to ignore it.
wp_location survives as a hidden field. A package written before this keeps
what it said, and the form says so rather than dropping it.
CR-018 - the rollup
LOCATION_DIMENSIONS is now ("building", "floor", "sector"). T4.1's note said
"only this tuple and the keys inside each group change - the response shape
does not", and that held exactly.
Rolled up at EVERY level, server-side, not just at the leaf. "How many on
floor 2" is the question CR-018 asks and it is a level above the leaf groups;
summing them in the browser would be the same per-browser arithmetic B4
removed. Actual Hours rolls up along the same dimensions - that is the field
CR-017 retained, and this is why that decision mattered.
Packages with no location are an explicit "(unassigned)" row, not a gap. The
reason is arithmetic: a group set that silently omits them does not add up to
the project total, and a rollup that does not reconcile is decoration. The
probe checks every level sums to the project total, and to the estimated and
actual hour totals, using distinct primes so a mis-sum cannot land on the
right number by luck.
A package with a building but no floor lands in the floor-level unassigned row
alongside the one with no location at all - which is the honest answer, and is
asserted by its hours rather than by its count.
Free text captured before CR-004 groups under itself as a building rather than
collapsing into unassigned, one level deep. Pretending free text is a
hierarchy would file "FAB / LVL 1" under a building called "FAB / LVL 1".
server/app.py dimensions, _location_levels, hours per group
html/wp-creation-index.html three selects where the text box was
html/wp-creation-app.js the pickers, the filters, the rollup panel
html/wp-creation-styles.css .loc-picker, .loc-rollup
tests/rollup_check.py new - 63 checks
Done when — CR-004
[x] all three render as dropdowns populated from project configuration
[x] dependent filtering works, and clearing a parent clears its children
[x] values persist as codes; confirmed by reading what collectPackage stored
[x] the dashboard filters by each of the three
[x] a work package referencing a deactivated value still renders correctly
[x] all option data comes from the server - proved by poisoning the cache
Done when — CR-018
[x] the dashboard groups and totals by Building, Floor and Sector
[x] totals reconcile against an unfiltered count, at every level
[x] Actual Hours rolls up along the same dimensions
[x] grouping is computed server-side - proved by putting nine fake packages in
localStorage and requiring the panel to show none of them
[x] work packages with no location appear in an explicit unassigned group
No migration: location lives in the work package's JSON data blob like every
other per-package field. No colour literal added.
Verified one at a time
rollup_check 63/63 new
generalinfo_check 49/49
browser_check 71/71
pipeline 43/43
a11y 22/22
aggregates 16/16
f_items F1-F5 FIXED, F6 REPRODUCES (T7.2)
Question for the PR, per CLAUDE.md: the dashboard's location filters and the
rollup both key on the path, so a package saved with free text and no codes is
unreachable by any location filter and sits in its own building-level row. That
is correct and it is also a migration question - whether the existing free-text
locations should be mapped onto the taxonomy once the B100 list arrives, or left
as history. Nothing here decides it.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
n.siegfried
4d186ea6a0
