Phase 8: Project Management, find bar, presence and motion
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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]>
This commit is contained in:
2026-10-18 15:08:34 -06:00
co-authored by Claude Fable 5.1
parent 904437153d
commit 6b6db0230f
90 changed files with 10450 additions and 563 deletions
+5 -2
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@@ -6,7 +6,7 @@ This repo is the rebuild of Packet Station as a server application: Docker Compo
## Status
**Rebuild in progress. Phase 7 done: close in VISUAL, file with the HMAC seal and the data book, reopen, the server-built PDFs (data book, traveler, ITP), the traceability CSV, and stamped prints with the print log.**
**Rebuild in progress. Phase 8 done: the Project Management screen with its reports and exports, the find bar on every home screen with server-side filters and the list view, presence in packets, the motion switch, and the data book checked page by page against the old build.**
People can sign in, set up projects and units, make hand drafts, attach a drawing, and send a packet to the warehouse, a department or Q.C. The worker reads released work orders from VISUAL on a schedule, makes and updates drafts, opens change orders on packets already in the shop, looks drawings up in M-Files and attaches them at the rev VISUAL calls. Clerical sees it all on the From VISUAL panel and in the Flagged and Changes to approve columns; Admin sets the feed up on the Feed tab. Warehouse works its task board (waiting, being pulled, on hold, pulled, released), pulls parts line by line with heat numbers, shorts, receipts and MTRs, and releases to the supervisor once every line is pulled or short and every pulled line has a heat. A supervisor assigns the packet to a station and a welder, the welder starts the clock, marks welds on the drawing, places the heat table, finishes the checklist and submits with a PIN signature, and the supervisor sends it to Q.C. or routes it to another department with the marks carried. Department supervisors verify change orders with a signature. Q.C. inspects the packet on its own tab (the check items, a visual result per weld, NDE, hardness, notes), accepts it to the data book, to Shipping or on to another department with a PIN signature, or rejects it back to the supervisor with a reason or an NCR number. Q.C. keeps project folders of documents per project and unit (ITP, WPS / PQR, procedures, certificates) where a new revision supersedes the old one and nothing is deleted, adds reports to a packet for the data book and takes them out with a reason, and works each unit's digital ITP from the Q.C. template through line initials, N/A, rejects with NCR numbers, section block signatures and a sign-off. Open hold and witness points show as a warning on the unit's packets. Clerical confirms the job closed in VISUAL (the feed's closed state and any open work orders shown beside it) and files the packet with a signature. Filing seals the packet with an HMAC and builds the manufacturing data book on the server, stored on the seal; filing past open work orders needs a second confirmation. IT can reopen a filed packet with a reason and a signature, which keeps the broken seal and its data book. Anyone who can open a packet can view or download the data book, the job traveler with the work order QR codes, the ITP PDF and the traceability CSV, and print a stamped copy of the traveler, the drawings with the heat or weld map, the drawings without markup, the VOID sheets, the data book or any document. Every copy carries a stamp signed with the seal key, and every print and export is logged. The ITP sign-off files the signed ITP PDF. Every packet write goes through the server policy. The old build on `M:\Production\Packet Station` stays the live system until go-live. The new system starts empty; nothing is migrated from M:.
@@ -21,7 +21,8 @@ People can sign in, set up projects and units, make hand drafts, attach a drawin
| Supervisor and Stall screens, weld map, heat table, station clock, change-order verification | Yes (phase 5, verified in the CI stack on docker-1) |
| Q.C. screen, inspection, Q.C. folders, packet documents, digital ITP, hold-point warnings | Yes (phase 6, verified in the CI stack on docker-1) |
| Close and file, HMAC seal with the data book, reopen, data book, traveler and ITP PDFs, traceability CSV, prints and the print log | Yes (phase 7) |
| Project Management, Admin, notifications, backups | No (phases 8 and 9) |
| Project Management screen (six tabs, periods, health, CSV and PDF reports), the find bar completed (search, filters, quick flags, Mine, Board and List, saved per browser), presence, motion, iPad layout | Yes (phase 8, verified in the CI stack on docker-1) |
| Admin completion, notifications, backups | No (phase 9) |
| Regression bench and go-live | No (phase 10) |
## Phases
@@ -89,6 +90,8 @@ Phase 6 adds the Q.C. screen (`/qc`: numbers, boards, project folders), `GET /ap
Phase 7 adds the close and file panel, `confirm_open_wos` on the file transition (409 `open_work_orders` without it), the data book built and stored on the seal at filing, `GET /api/packets/{id}/pdf/databook`, `GET /api/packets/{id}/pdf/traveler`, `GET /api/packets/{id}/export/traceability.csv`, `GET /api/packets/{id}/print/{kind}` (`traveler`, `map-h`, `map-w`, `clean`, `void`, `databook`, `doc`), `GET /api/packets/{id}/prints`, `GET /api/itps/{id}/pdf` and `GET /api/itps/{id}/print`, and the `print_log` table (migration 0008). The PDFs are built on the server with reportlab 5.0.1, pypdf and pypdfium2; the heat and weld map rasters use Pillow 13.0.0. Both are pinned in `pyproject.toml` and `server/requirements.txt`, and need no system package or font in the image. See [docs/POLICY.md](docs/POLICY.md) "Phase 7: close, file, PDFs and prints".
Phase 8 adds the Project Management screen (`/pm`) and its API under `/api/pm` (`overview`, `projects` with `expand=`, `aging`, `hours`, `quality`, `find`, `export.csv?table=<key>|jobs|all`, `report.pdf`), read by any signed-in role and writing nothing; every export is logged as `report exported` in the audit and the print log. The find bar params (`q`, `status`, `dept`, `station_id`, `welder_id`, `flags`, `flag`, `sort`, `mine_screen`, `mine_station_id`, `facets`) are read by `GET /api/packets` and by the shop, stall, warehouse and Q.C. boards, so the server applies every filter; the KPI numbers follow the project pick only. Presence over `/api/events` now carries the role and drops locked sessions (session events `locked` and `unlocked`). No new table or migration. See [docs/POLICY.md](docs/POLICY.md) "Phase 8: Project Management, find bar, presence".
CI stack with the Samba domain controller and the Playwright scenario, on a Docker host:
```bash