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]>

docs/PLAN.md

@@ -268,11 +268,19 @@ From phase 7 (2026-10-17), for Seth and Clerical to veto:
 36. Filing while the feed still shows a work order open in VISUAL: default a second confirmation (`confirm_open_wos`), a warning and not a block, on both routes. The work orders are kept on the seal and in the log note. A hand packet has no feed state and no warning. Phase 7 (2026-10-17) applied the default.
 37. The controlled-copy stamp carries a short signature made with the seal key, so a printed or exported copy can be checked against the server later. Default: phase 7 ships the signature, the check function and the print log; phase 9 adds the Admin screen that checks a copy. Phase 7 (2026-10-17) applied the default.
 
+From phase 8 (2026-10-18), for Seth to veto. The phase 8 design numbered these 35 to 39; 35 to 37 were already taken by phase 7, so they follow on from 38.
+
+38. Hours vs target: the station timer stays the clock of record. "Over target" means timer hours over the work-order target. VISUAL ticket hours are shown beside the timer in every hours table and never decide the flag. Phase 8 (2026-10-18) applied the default.
+39. PM exports and who reads the reports: every PM export is logged as `report exported` in the audit and in `print_log`, with the scope and the period. Default: any signed-in role may read the PM reports (as every role may open every packet), not only PS-ProjectMgmt. Phase 8 (2026-10-18) applied the default.
+40. Presence shows the display name and the role (the screen the person has open). Default: locked sessions drop out of presence at once; closing the tab drops out within the stream's ping cycle (25 seconds). Phase 8 (2026-10-18) applied the default.
+41. The find bar filters are applied by the server on every board and list, so a board never fetches more than it shows. Default: the KPI numbers follow the project pick only, not the other filters. Phase 8 (2026-10-18) applied the default.
+42. Mine is decided from the person's AD roles and the screen they are on. Default: the stall's Mine needs the picked station and shows nothing without one. Phase 8 (2026-10-18) applied the default.
+
 ## Verification
 
 - Every phase: `pytest` server suite, `npm test` and `npm run build` for the frontend, `docker compose -f deploy/compose.ci.yml up` with the Samba DC and the Playwright scenarios for that phase, `packetstation doctor` inside the image.
 - Phase 3: a recorded DEV feed run compared with the packets the old build made for the same window (counts of drafts, units, projects; same keys), run from the developer machine against VISUAL DEV only.
 - Phase 7: server tests for close and file against the policy oracle, the open work order confirm, the seal with its data book, reopen and refile, a failed data book build, the data book sections and index, the traveler, the ITP PDF, every print kind with its stamp and `print_log` row, the CSV formula guard and the stamp signature; frontend tests for the close and file panel, the print menu, the prints list and the ITP buttons; the Playwright close scenario (close, PDFs and CSV, prints, file with the seal, reopen and refile, the signed ITP PDF) in the CI stack on docker-1.
-- Phase 8: the data book of a synthetic filed packet compared page by page with a data book exported from the old build on the same fixture (moved from phase 7).
+- Phase 8: the data book of a synthetic filed packet compared page by page with a data book exported from the old build on the same fixture (moved from phase 7). Done in phase 8 (2026-10-18); the page table, the fixes and what is left are in the phase 8 comparison note.
 - Phase 9: restore rehearsal on the test stack from a pg_dump and an assets copy.
 - Phase 10: the full 38-scenario bench green in Gitea Actions.