Phase 8: Project Management, find bar, presence and motion

The Project Management screen (/pm, view only) with Overview, Projects & units, Bottlenecks & aging, Hours vs target,
Quality & issues and Find jobs, the period picker, health per unit and per project, drill down, Excel (CSV) per table
and for all, and the PESCO production status report PDF with the controlled-copy stamp; every export logged as
"report exported". The find bar on every home screen: the full search set, the dropdowns, quick flags with Mine, the
flag kinds, Board and List with sorts, filters saved per browser; every filter applied by the server on the list and
the boards, with facets. Presence in packets with role, lock and revoke drop; the motion switch with reduced motion
honoured, card glides, glow and count-up; Back restores the scroll spot; sheet placement and the iPad layout pass. The
data book compared page by page with the old build and six layout differences fixed. Tests for the PM aggregates,
search, filters, presence and exports; Playwright scenarios for the PM screen, the find bar and presence at desktop and
iPad viewports. Docs updated; PLAN.md questions 38 to 42.

Co-Authored-By: Claude Fable 5.1 <[email protected]>

CHANGELOG.md

@@ -11,6 +11,15 @@ All notable changes to this project are recorded here. The format follows [Keep
 
 ### Added
 
+- Phase 8: Project Management, the find bar, presence and motion. The Project Management screen (`/pm`, view only) with the tabs Overview (the headline numbers, a plain-words summary, the pipeline by step with the slowest step in pink, the units late or at risk), Projects & units (every project with its units, due date, days left, packets by step, % done and health: On track, At risk, Late, Complete, No packets yet; a project is as healthy as its worst unit; tap a project for its units and a unit for its jobs), Bottlenecks & aging (time in the current step, every open packet longest waiting first with over 3 days flagged, average time per step for completed moves), Hours vs target (station timer hours and VISUAL ticket hours side by side against the work-order target by department, worker and project, plus every packet over target), Quality & issues (Q.C. rejects, open shorts, open change orders, warehouse holds, sent back) and Find jobs. The period picker (30 days, 90 days, 12 months, all) sets the window for history figures. Every table has Excel (CSV); "Excel (CSV) — all" saves every report; "PDF report" builds the PESCO production status report (cover with the headline numbers, summary and pipeline, projects, flow, labor, issues) on the server with the controlled-copy stamp. Every export is logged as "report exported" in the audit and the print log.
+- The find bar on every home screen: search over project number or name, lot, operation, drawing and rev, WPS, customer, PO, old project numbers, work orders, heat numbers, part IDs, welder name or stamp, change order and ECN numbers, with several words narrowing and Esc clearing; the project then unit picker; Filters with Department, Status (including At a station and Everything not filed), Station, Worker and, for Clerical and Project Management, the flag kind; the quick flags Change order open, Shorts open, Project overdue, Due within 7 days and Mine (what that screen is responsible for; hidden on the station and Project Management screens); Board or List with the list sortable by last updated, project / lot, due date, status or department. Filters and the view are saved per browser (`ps.flt`); the search text is not. Tapping a number tile shows only those jobs; tapping again clears. The numbers follow the project pick but not the other filters.
+- Every filter is applied by the server: `GET /api/packets` and the shop, stall, warehouse and Q.C. boards take `q`, `status`, `dept`, `station_id`, `welder_id`, `flags`, `flag`, `sort`, `mine_screen` and `mine_station_id`, and answer `facets` (the stations and workers in the project scope) for the dropdowns. A board never fetches more than it shows.
+- Presence: the packet page shows "Also in this packet now: Name (role)" for everyone else with the packet open, from the event stream; a locked session drops out at once and a closed tab within the stream's ping cycle. Session events `locked` and `unlocked` are published alongside `revoked`.
+- Motion: a "Motion on / off" switch in the top bar, saved per browser (`ps.motion`), with reduced-motion honoured: screens and tabs ease in, a card that moved column glides there, a changed card glows, number tiles count up, sheets and toasts slide in. Back returns one page and restores the scroll position. Sheets sit centred on a desktop and at the bottom on a phone, scrolling inside when tall. An iPad-size pass: wide tables scroll sideways, boards stack below 820 px, sheets fit.
+- The data book compared page by page with one exported from the old build on the same synthetic packet (both 17 pages in the same order): the sheet size rounds half up, the weld times use the old formats, the last closed stage shows its target, a manual change order with no sheets reads "documents changed", table cells wrap where the old tables did and headings sit left. The comparison is recorded in the phase notes.
+- Tests: the PM aggregates against synthetic data (health rules, periods, pipeline counts, hours), every search field, every filter and sort on the list and the boards, Mine per screen, presence join, leave, lock and revoke, export logging; frontend tests for the find bar state, saved filters, the KPI taps, the job list, motion, scroll restore and the PM tables; Playwright scenarios for the PM screen, the find bar, list, KPI taps, Back, sheets, motion and presence with two users, run at desktop and iPad viewports.
+- docs/POLICY.md, SECURITY.md and SCHEMA.md updated; PLAN.md open questions 38 to 42.
+
 - Phase 7: close, file, PDFs and prints. The "Close and file" panel on the packet page from status complete on: "Back from the shop, ready to close." with what the feed last saw in VISUAL (the job closed since a date, the work orders still open, or not checked yet), Job closed in VISUAL and Not closed in VISUAL, move back; "Ready for the data book." with File in the data book (PIN signature); "Filed in the data book" with the seal line (Seal intact, Seal does not match the record, or Seal unknown) and Reopen (IT). The packet read carries `vclose_check` (the feed's observed and closed times, the open work orders as `wo_base/lot` text, and whether it agrees with the Clerical confirm). Confirming the close while the feed shows open work orders adds them to the log note.
 - Filing past open work orders: when the feed still shows a work order open in VISUAL, filing answers 409 `open_work_orders` with the list and the screen asks "File with open work orders?" before it sends `confirm_open_wos`. A warning, not a block, on both routes; checked before the signature, so a cancelled confirm costs no PIN attempt. The seal keeps the work orders and the log note says "Filed with work orders open in VISUAL: ...". A hand packet has no warning.
 - The data book filed at filing: built on the server in the filing transaction, stored as an asset on the seal with its page count, logged as "Data book filed · N pages". A data book that cannot be built fails the filing (500 `databook_failed`, nothing filed); a part that cannot be read becomes a warning row in the index. Page for page after the old build: the cover (title, figures, equipment and design data, certification, signature lines), the index with page numbers, then 1 Drawings (live sheets at their own size, superseded sheets stamped VOID), 2 Material traceability (BOM and heat numbers, shorts and receipts, open items, the heat map rasters), 3 Welding record (the weld map rasters, a record per stage with the weld log and the station checklist), 4 Q.C. inspection (one set per inspection with checks, visual weld examination, NDE and testing, earlier inspections), 5 Q.C. and test documents (the unit's and project's Q.C. folder documents, ITP first, and the packet documents), 6 Material test reports, 7 Record history (change orders and every packet log row). Before filing, the data book can be viewed or downloaded from status complete on, stamped "not yet filed".