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]>
2026-10-18 15:08:34 -06:00
parent 904437153d
commit 6b6db0230f
90 changed files with 10450 additions and 563 deletions
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+"""Project Management: the read-only reports, the CSV exports and the production status PDF.
+
+Any signed-in session reads (every role may open every packet, PM included). Nothing here writes a packet; an export
+writes one print_log row and one audit row (`report exported`). Every endpoint takes the find bar's scope: the
+project and unit pick, dept, status, station_id, welder_id, flags, flag, q, and the history period (30, 90, 365 or
+all days; default 90). Mine is ignored here. The reports read PostgreSQL only.
+"""
+
+from __future__ import annotations
+
+from datetime import UTC, datetime
+from typing import Any
+
+from fastapi import APIRouter, Depends, Query, Request
+from fastapi.responses import Response
+
+from ..domain import packets, pm, prints
+from ..pdf import pmreport
+from ..pdf.tracecsv import to_csv
+from .deps import Db, Principal, current_principal, get_db, settings_of
+from .errors import ApiError
+from .packets import FIND
+
+router = APIRouter(prefix="/api/pm", tags=["pm"])
+
+PERIOD = Query(pm.DEFAULT_PERIOD, pattern="^(30|90|365|all)$")
+
+
+def _report(
+    request: Request,
+    d: Db,
+    p: Principal,
+    find: dict[str, Any],
+    project_id: int | None,
+    unit_id: int | None,
+    period: str,
+    expand: str | None = None,
+) -> pm.Report:
+    conn = d.conn
+    pp = packets.policy_principal_for(conn, p)
+    s = settings_of(request)
+    return pm.load(
+        conn,
+        pp,
+        {**find, "project_id": project_id, "unit_id": unit_id},
+        now=datetime.now(UTC),
+        tz=s.site_tz,
+        period=period,
+        expand=expand,
+    )
+
+
+@router.get("/overview")
+def overview(
+    request: Request,
+    p: Principal = Depends(current_principal),  # noqa: B008
+    d: Db = Depends(get_db),  # noqa: B008
+    find: dict[str, Any] = FIND,
+    project_id: int | None = Query(None),
+    unit_id: int | None = Query(None),
+    period: str = PERIOD,
+) -> dict[str, Any]:
+    """The KPIs, the plain-words summary, the pipeline and the units late or at risk."""
+    return pm.overview(_report(request, d, p, find, project_id, unit_id, period))
+
+
+@router.get("/projects")
+def projects(
+    request: Request,
+    p: Principal = Depends(current_principal),  # noqa: B008
+    d: Db = Depends(get_db),  # noqa: B008
+    find: dict[str, Any] = FIND,
+    project_id: int | None = Query(None),
+    unit_id: int | None = Query(None),
+    period: str = PERIOD,
+    expand: str = Query("", max_length=2000),
+) -> dict[str, Any]:
+    """The projects table. Without `expand` only the picked project shows its units; `expand=all` opens every
+    project, a comma list of project ids opens those."""
+    rep = _report(request, d, p, find, project_id, unit_id, period, expand=expand)
+    return {"scope": rep.scope(), "tables": [pm.projects_table(rep)]}
+
+
+@router.get("/aging")
+def aging(
+    request: Request,
+    p: Principal = Depends(current_principal),  # noqa: B008
+    d: Db = Depends(get_db),  # noqa: B008
+    find: dict[str, Any] = FIND,
+    project_id: int | None = Query(None),
+    unit_id: int | None = Query(None),
+    period: str = PERIOD,
+) -> dict[str, Any]:
+    rep = _report(request, d, p, find, project_id, unit_id, period)
+    pipe = pm.pipeline(rep)
+    return {"scope": rep.scope(), "pipeline": pipe, "tables": pm.aging_tables(rep, pipe)}
+
+
+@router.get("/hours")
+def hours(
+    request: Request,
+    p: Principal = Depends(current_principal),  # noqa: B008
+    d: Db = Depends(get_db),  # noqa: B008
+    find: dict[str, Any] = FIND,
+    project_id: int | None = Query(None),
+    unit_id: int | None = Query(None),
+    period: str = PERIOD,
+) -> dict[str, Any]:
+    rep = _report(request, d, p, find, project_id, unit_id, period)
+    return {"scope": rep.scope(), "tables": pm.hours_tables(rep)}
+
+
+@router.get("/quality")
+def quality(
+    request: Request,
+    p: Principal = Depends(current_principal),  # noqa: B008
+    d: Db = Depends(get_db),  # noqa: B008
+    find: dict[str, Any] = FIND,
+    project_id: int | None = Query(None),
+    unit_id: int | None = Query(None),
+    period: str = PERIOD,
+) -> dict[str, Any]:
+    rep = _report(request, d, p, find, project_id, unit_id, period)
+    return {"scope": rep.scope(), "tables": pm.quality_tables(rep)}
+
+
+@router.get("/find")
+def find_jobs(
+    request: Request,
+    p: Principal = Depends(current_principal),  # noqa: B008
+    d: Db = Depends(get_db),  # noqa: B008
+    find: dict[str, Any] = FIND,
+    project_id: int | None = Query(None),
+    unit_id: int | None = Query(None),
+    period: str = PERIOD,
+) -> dict[str, Any]:
+    """The cards in scope, in the find bar's sort (default last updated)."""
+    rep = _report(request, d, p, find, project_id, unit_id, period)
+    if (find.get("sort") or "updated") != "project":
+        f = {**rep.filters, "sort": find.get("sort") or "updated", "limit": pm.CARD_LIMIT, "lite": True}
+        cards = packets.list_cards(d.conn, packets.policy_principal_for(d.conn, p), f)
+    else:
+        cards = rep.cards
+    return {"scope": rep.scope(), "packets": cards}
+
+
+@router.get("/export.csv")
+def export_csv(
+    request: Request,
+    p: Principal = Depends(current_principal),  # noqa: B008
+    d: Db = Depends(get_db),  # noqa: B008
+    find: dict[str, Any] = FIND,
+    project_id: int | None = Query(None),
+    unit_id: int | None = Query(None),
+    period: str = PERIOD,
+    table: str = Query("all", max_length=40),
+) -> Response:
+    """One table (by key), the jobs (`jobs`) or every report (`all`) as CSV for Excel: a BOM, CRLF lines and the
+    formula guard on every cell. Logged as `report exported`."""
+    rep = _report(request, d, p, find, project_id, unit_id, period)
+    found = pm.tables_for(rep, table.strip().lower())
+    if found is None:
+        raise ApiError(404, "not_found", "No such report table.")
+    name, tables = found
+    who = str(p.user.get("display_name") or p.user.get("sam_account") or "")
+    body = "\ufeff" + to_csv(pm.csv_rows(rep, name, tables, who)) + "\r\n"
+    day = rep.now.astimezone(pm.zone(rep.tz)).date().isoformat()
+    filename = f"PacketStation_{pm.file_stem(name)}_{day}.csv"
+    label = rep.scope_label()
+    prints.record(
+        d.conn,
+        p,
+        action="report exported",
+        kind="report-csv",
+        what=f"{name} · CSV · {label}",
+        pages=None,
+        detail={"name": name, "format": "csv", "scope": label, "period": rep.period},
+    )
+    return Response(
+        content=body.encode("utf-8"),
+        media_type="text/csv; charset=utf-8",
+        headers={"Content-Disposition": prints.disposition(filename, download=True), "Cache-Control": "no-store"},
+    )
+
+
+@router.get("/report.pdf")
+def report_pdf(
+    request: Request,
+    p: Principal = Depends(current_principal),  # noqa: B008
+    d: Db = Depends(get_db),  # noqa: B008
+    find: dict[str, Any] = FIND,
+    project_id: int | None = Query(None),
+    unit_id: int | None = Query(None),
+    period: str = PERIOD,
+    download: int = Query(0, ge=0, le=1),
+) -> Response:
+    """The PESCO production status report (dark format), stamped as a controlled copy on every page. Inline unless
+    `download=1`. Logged as `report exported` with the page count."""
+    rep = _report(request, d, p, find, project_id, unit_id, period)
+    who = prints.who_of(p)
+    built = pmreport.build(
+        d.conn,
+        settings_of(request),
+        scope_params={**find, "project_id": project_id, "unit_id": unit_id, "period": period},
+        who=who,
+        now=rep.now,
+        report=rep,
+    )
+    label = rep.scope_label()
+    prints.record(
+        d.conn,
+        p,
+        action="report exported",
+        kind="report-pdf",
+        what=f"Production status report · PDF · {label}",
+        pages=built.pages,
+        stamp=built.stamp,
+        stamp_sig=built.stamp_sig,
+        detail={"name": "Production status report", "format": "pdf", "scope": label, "period": rep.period},
+    )
+    day = rep.now.astimezone(pm.zone(rep.tz)).date().isoformat()
+    return Response(
+        content=built.pdf,
+        media_type="application/pdf",
+        headers={
+            "Content-Disposition": prints.disposition(f"PESCO_Production_Status_{day}.pdf", download=bool(download)),
+            "Cache-Control": "no-store",
+        },
+    )