cpas/README.md

# CPAS Violation Tracker

Single-container Dockerized web app for CPAS violation documentation and workforce standing management.
Built with **React + Vite** (frontend), **Node.js + Express** (backend), **SQLite** (database), and **Puppeteer** (PDF generation).

> © Jason Stedwell · [git.alwisp.com/jason/cpas](https://git.alwisp.com/jason/cpas)

---

## The only requirement on your machine: Docker Desktop

Everything else — Node.js, npm, React build, Chromium for PDF — happens inside Docker.

---

## Quickstart (Local)

```bash
# 1. Build the image (installs all deps + compiles React inside Docker)
docker build -t cpas .

# 2. Run it
docker run -d --name cpas \
  -p 3001:3001 \
  -v cpas-data:/data \
  cpas

# 3. Open
# http://localhost:3001
```

## Update After Code Changes

```bash
docker build -t cpas .
docker stop cpas && docker rm cpas
docker run -d --name cpas -p 3001:3001 -v cpas-data:/data cpas
```

---

## Deploying on Unraid

### Step 1 — Build and export the image on your dev machine

```bash
docker build -t cpas:latest .
docker save cpas:latest | gzip > cpas-latest.tar.gz
```

### Step 2 — Load the image on Unraid

Transfer `cpas-latest.tar.gz` to your Unraid server, then load it via the Unraid terminal:

```bash
docker load < /path/to/cpas-latest.tar.gz
```

Confirm the image is present:

```bash
docker images | grep cpas
```

### Step 3 — Create the appdata directory

```bash
mkdir -p /mnt/user/appdata/cpas/db
```

### Step 4 — Run the container

This is the verified working `docker run` command for Unraid (bridge networking with static IP):

```bash
docker run \
  -d \
  --name='cpas' \
  --net='br0' \
  --ip='10.2.0.14' \
  --pids-limit 2048 \
  -e TZ="America/Chicago" \
  -e HOST_OS="Unraid" \
  -e HOST_HOSTNAME="ALPHA" \
  -e HOST_CONTAINERNAME="cpas" \
  -e 'PORT'='3001' \
  -e 'DB_PATH'='/data/cpas.db' \
  -l net.unraid.docker.managed=dockerman \
  -l net.unraid.docker.webui='http://[IP]:[PORT:3001]' \
  -v '/mnt/user/appdata/cpas/db':'/data':'rw' \
  cpas:latest
```

Access the app at `http://10.2.0.14:3001` (or whatever static IP you assigned).

### Key settings explained

| Setting | Value | Notes |
|---------|-------|-------|
| `--net` | `br0` | Unraid custom bridge network — gives the container its own LAN IP |
| `--ip` | `10.2.0.14` | Static IP on your LAN — adjust to match your subnet |
| `--pids-limit` | `2048` | Required — Puppeteer/Chromium spawns many processes for PDF generation; default Unraid limit is too low and will cause PDF failures |
| `PORT` | `3001` | Express listen port inside the container |
| `DB_PATH` | `/data/cpas.db` | SQLite database path inside the container |
| Volume | `/mnt/user/appdata/cpas/db` → `/data` | Persists the database across container restarts and rebuilds |

### Updating on Unraid

1. Build and export the new image on your dev machine (Step 1 above)
2. Load it on Unraid: `docker load < cpas-latest.tar.gz`
3. Stop and remove the old container: `docker stop cpas && docker rm cpas`
4. Re-run the `docker run` command from Step 4 — the volume mount preserves all data

> **Note:** The `--pids-limit 2048` flag is critical. Without it, Chromium hits Unraid's default PID limit and PDF generation silently fails or crashes the container.

---

## Stakeholder Demo

A standalone demo page with synthetic data is available at `/demo` (e.g. `http://localhost:3001/demo`).
It is served as a static route before the SPA catch-all and requires no authentication.
Useful for showing the app to stakeholders without exposing live employee data.

---

## Features

### Company Dashboard
- Live table of all employees sorted by active CPAS points (highest risk first)
- Summary stat cards: total employees, elite standing (0 pts), with active points, at-risk count, highest active score
- **At-risk badge**: flags employees within 2 points of the next tier escalation
- Search/filter by name, department, or supervisor
- Click any employee name to open their full profile modal
- **📋 Audit Log** button — filterable, paginated view of all system write actions

### Violation Form
- Select existing employee or enter new employee by name
- **Employee intelligence**: shows current CPAS standing badge and 90-day violation count before submitting
- Violation type dropdown grouped by category; shows prior 90-day counts inline
- **Custom violation types**: add or edit user-defined types directly from the form (`+ Add Type` / `Edit Type` buttons); persisted to the database and merged into the dropdown alongside hardcoded types
- **Recidivist auto-escalation**: if an employee has prior violations of the same type, points slider auto-sets to maximum per policy
- Repeat offense badge with prior count displayed
- Context-sensitive fields (time, minutes late, amount, location, description) shown only when relevant to violation type
- **Financial amount tracking**: dollar amount in question recorded for chargeback / receipt / custom financial violations; surfaces on the PDF for repayment records and is audit-logged on edit
- **Tier crossing warning** (TierWarning component): previews what tier the new points would push the employee into before submission
- Point slider for discretionary adjustments within the violation's min/max range
- **Employee Acknowledgment section**: optional "received by employee" name and date fields; when filled, the PDF signature block shows the recorded acknowledgment instead of a blank signature line
- One-click PDF download immediately after submission
- **Toast notifications**: success/error/warning feedback for form submissions, validation, and PDF downloads

### Employee Profile Modal
- Full violation history with resolution status and **amendment count badge** per record
- **✎ Edit Employee** button — update name, department, supervisor, or notes inline
- **Merge Duplicate** tab — reassign all violations from a duplicate record and delete it
- **Amend** button per active violation — edit non-scoring fields (location, notes, witness, acknowledgment, etc.) with a full field-level diff history
- Negate / restore individual violations (soft delete with resolution type + notes)
- Hard delete option for data entry errors
- PDF download for any historical violation record
- **Notes & Flags** — free-text notes (e.g. "on PIP", "union member") with quick-add tag buttons; visible in the profile modal without affecting scoring
- **Point Expiration Timeline** — shows when each active violation rolls off the 90-day window, with a progress bar, days-remaining countdown, and projected tier-drop indicators
- **↻ Backfill Snapshots** button (next to the Active Violations header) — manually rebuilds the `prior_active_points` snapshot on every violation for this employee. Use after back-dating a violation under older code, or any time a regenerated PDF shows stale prior-point totals. Audit-logged as `violation_snapshots_recomputed` with reason `manual_backfill`. See [Backfilling Prior-Points Snapshots](#backfilling-prior-points-snapshots) below.
- **Toast notifications** for all actions: negate, restore, delete, amend, PDF download, employee edit

### Audit Log
- Append-only log of every write action: employee created/edited/merged, violation logged/amended/negated/restored/deleted
- Filterable by entity type (employee / violation) and action
- Paginated with load-more; accessible from the Dashboard toolbar

### Violation Amendment
- Edit submitted violations' non-scoring fields without delete-and-resubmit
- Point values, violation type, and incident date are immutable
- Every change is stored as a field-level diff (old → new value) with timestamp and actor

### In-App Documentation
- **? Docs** button in the navbar opens a slide-in admin reference panel
- Covers feature map, CPAS tier system, workflow guidance, and roadmap
- No external link required; always reflects current deployed version

### Toast Notification System
- Global toast notifications for all user actions across the application
- Four variants: success (green), error (red), warning (gold), info (blue)
- Auto-dismiss with configurable duration and visual progress bar countdown
- Slide-in animation; stacks up to 5 notifications simultaneously
- Consistent dark theme styling matching the rest of the UI

### App Footer
- **© Jason Stedwell** copyright with auto-advancing year
- **Live dev ticker**: real-time elapsed counter since first commit (`2026-03-06`), ticking every second in `Xd HHh MMm SSs` format with a pulsing green dot
- **Gitea repo link** with icon — links directly to `git.alwisp.com/jason/cpas`

### CPAS Tier System

| Points | Tier | Label |
|--------|------|-------|
| 0–4    | 0–1  | Elite Standing |
| 5–9    | 1    | Realignment |
| 10–14  | 2    | Administrative Lockdown |
| 15–19  | 3    | Verification |
| 20–24  | 4    | Risk Mitigation |
| 25–29  | 5    | Final Decision |
| 30+    | 6    | Separation |

Scores are computed over a **rolling 90-day window** (negated violations excluded).

### PDF Generation
- Puppeteer + system Chromium (bundled in Docker image)
- Logo loaded from disk at startup (no hardcoded base64); falls back gracefully if not found
- Generated on-demand per violation via `GET /api/violations/:id/pdf`
- Filename: `CPAS_<EmployeeName>_<IncidentDate>.pdf`
- PDF captures prior active points **at the time of the incident** (snapshot stored on insert)
- **Acknowledgment rendering**: if the violation has an `acknowledged_by` value, the employee signature block on the PDF shows the recorded name and date with an "Acknowledged" badge; otherwise, blank signature lines are rendered for wet-ink signing
- **Back-dated inserts** auto-refresh the snapshot on downstream violations whose 90-day prior window now includes the new earlier event (handled inside the insert transaction by `recomputeSnapshotsAfter()`). If a back-date happened under older code that lacked this auto-refresh, use the **↻ Backfill Snapshots** button in the Employee Profile Modal — see [Backfilling Prior-Points Snapshots](#backfilling-prior-points-snapshots).

---

## Backfilling Prior-Points Snapshots

Each violation stores a `prior_active_points` snapshot at insert time so its PDF always reflects the score *as it was on the incident date* (and stays stable through later negate/restore actions). Normally you never touch this column.

There is one situation where the snapshot can drift from current truth: a violation was back-dated *before* `recomputeSnapshotsAfter()` shipped (commit `e2c352d`), so the auto-refresh never ran on the violations that now sit inside its 90-day window. Symptom: re-downloading the PDF for the newer violation shows "Prior Active Points: 0" even though an earlier active violation clearly exists in the timeline.

**To fix:**

1. Open the affected employee's profile modal.
2. Click **↻ Backfill Snapshots** next to the **Active Violations** header.
3. Confirm the prompt. A toast reports `Updated X of Y snapshot(s)` or `Snapshots already up to date`.
4. Re-download the PDFs — they now reflect the corrected prior totals.

**What it does, exactly:**

- Iterates every violation belonging to that employee (active *and* negated).
- Recomputes each row's `prior_active_points` using the current set of non-negated violations in the 90 days before its `incident_date`.
- Writes only the rows that actually changed and reports the diff.
- Runs inside a single transaction.
- Writes one `violation_snapshots_recomputed` entry to the audit log with `reason: "manual_backfill"` and the per-row before/after values.

**When *not* to use it:**

- After a negate, restore, amend, or hard delete in normal workflow. The auto-managed snapshot is correct in those cases by design (PDFs are intentionally stable through negate/restore).
- As a routine maintenance step. It's a targeted repair tool, not a recurring task. If you find yourself reaching for it after normal back-dated inserts, file a bug — the auto-recompute should already be handling those.

**API endpoint:** `POST /api/employees/:id/recompute-snapshots`

Response shape:

```json
{ "success": true, "scanned": 2, "updated": 1, "changes": [
  { "id": 47, "incident_date": "2026-04-02", "old": 0, "new": 3 }
]}
```

---

## API Reference

| Method | Endpoint | Description |
|--------|----------|-------------|
| GET | `/api/health` | Health check (returns build SHA + timestamp) |
| GET | `/api/employees` | List all employees (includes `notes`) |
| GET | `/api/employees/:id` | Single employee record |
| POST | `/api/employees` | Create or upsert employee |
| PATCH | `/api/employees/:id` | Edit name, department, supervisor, or notes |
| PATCH | `/api/employees/:id/notes` | Save employee notes only (shorthand) |
| POST | `/api/employees/:id/merge` | Merge duplicate employee; reassigns all violations |
| POST | `/api/employees/:id/recompute-snapshots` | Manual backfill — rebuild `prior_active_points` on every violation for this employee. See [Backfilling Prior-Points Snapshots](#backfilling-prior-points-snapshots) |
| GET | `/api/employees/:id/score` | Get active CPAS score for employee |
| GET | `/api/employees/:id/expiration` | Active violation roll-off timeline with days remaining |
| GET | `/api/employees/:id/violation-counts` | 90-day non-negated counts grouped by violation type |
| GET | `/api/employees/:id/violation-counts/alltime` | All-time non-negated counts + max points used per type |
| GET | `/api/dashboard` | All employees with active points + violation counts |
| POST | `/api/violations` | Log a new violation (accepts `acknowledged_by`, `acknowledged_date`, `amount`) |
| GET | `/api/violations/employee/:id` | Violation history with resolutions + amendment counts |
| PATCH | `/api/violations/:id/negate` | Negate a violation (soft delete + resolution record) |
| PATCH | `/api/violations/:id/restore` | Restore a negated violation |
| PATCH | `/api/violations/:id/amend` | Amend non-scoring fields with field-level diff logging |
| GET | `/api/violations/:id/amendments` | Get amendment history for a violation |
| DELETE | `/api/violations/:id` | Hard delete a violation |
| GET | `/api/violations/:id/pdf` | Download violation PDF |
| GET | `/api/violation-types` | List custom violation types |
| POST | `/api/violation-types` | Create a custom violation type |
| PUT | `/api/violation-types/:id` | Update a custom violation type |
| DELETE | `/api/violation-types/:id` | Delete a custom violation type (blocked if any violation references it) |
| GET | `/api/audit` | Paginated audit log (filterable by `entity_type`, `entity_id`) |

---

## Project Structure

```
cpas/
├── Dockerfile                                  # Multi-stage: builds React + runs Express w/ Chromium
├── .dockerignore
├── package.json                                # Backend (Express) deps
├── server.js                                   # API + static file server
├── db/
│   ├── schema.sql                              # Tables + 90-day active score view
│   └── database.js                            # SQLite connection (better-sqlite3) + auto-migrations
├── pdf/
│   ├── generator.js                           # Puppeteer PDF generation
│   └── template.js                            # HTML template (loads logo from disk, ack signature rendering)
├── demo/                                       # Static stakeholder demo page (served at /demo)
└── client/                                    # React frontend (Vite)
    ├── package.json
    ├── vite.config.js
    ├── index.html
    └── src/
        ├── main.jsx
        ├── App.jsx                            # Root app + AppFooter (copyright, dev ticker, Gitea link)
        ├── data/
        │   ├── violations.js                  # All hardcoded CPAS violation definitions + groups
        │   └── departments.js                 # DEPARTMENTS constant; single source of truth
        ├── hooks/
        │   └── useEmployeeIntelligence.js     # Score + history hook
        ├── styles/
        │   └── mobile.css                     # Mobile breakpoint overrides only
        └── components/
            ├── CpasBadge.jsx                  # Tier badge + color logic (canonical TIERS, getTier)
            ├── TierWarning.jsx                # Pre-submit tier crossing alert
            ├── Dashboard.jsx                  # Company-wide leaderboard + audit log trigger
            ├── DashboardMobile.jsx            # Mobile-optimized dashboard layout
            ├── ViolationForm.jsx              # Violation entry form + ack signature + amount field
            ├── ViolationTypeModal.jsx         # Create / edit / delete custom violation types
            ├── EmployeeModal.jsx              # Employee profile + history modal
            ├── EditEmployeeModal.jsx          # Employee edit + merge duplicate
            ├── AmendViolationModal.jsx        # Non-scoring field amendment + diff history
            ├── AuditLog.jsx                   # Filterable audit log panel
            ├── NegateModal.jsx                # Negate/resolve violation dialog
            ├── ViolationHistory.jsx           # Violation list component
            ├── ExpirationTimeline.jsx         # Per-violation 90-day roll-off countdown
            ├── EmployeeNotes.jsx              # Inline notes editor with quick-add HR tags
            ├── ToastProvider.jsx              # Global toast notification system + useToast hook
            └── ReadmeModal.jsx                # In-app admin documentation panel
```

---

## Database Schema

Six tables + one view:

- **`employees`** — id, name, department, supervisor, notes
- **`violations`** — full incident record including `prior_active_points` snapshot, `acknowledged_by` / `acknowledged_date`, and `amount` (financial amount in question for chargeback/repayment)
- **`violation_resolutions`** — resolution type, details, resolved_by (linked to violations)
- **`violation_amendments`** — field-level diff log for violation edits; one row per changed field per amendment
- **`violation_types`** — persisted custom violation type definitions added via the UI; `type_key` is prefixed `custom_` to prevent collisions with hardcoded keys
- **`audit_log`** — append-only record of every write action (action, entity_type, entity_id, performed_by, details, timestamp)
- **`active_cpas_scores`** (view) — sum of points for non-negated violations in rolling 90 days, grouped by employee

---

## Amendable Fields

Point values, violation type, and incident date are **immutable** after submission. The following fields can be amended:

| Field | Notes |
|-------|-------|
| `incident_time` | Time of day the incident occurred |
| `location` | Where the incident took place |
| `details` | Narrative description |
| `submitted_by` | Supervisor who submitted |
| `witness_name` | Witness on record |
| `acknowledged_by` | Employee who acknowledged receipt |
| `acknowledged_date` | Date of employee acknowledgment |
| `amount` | Dollar amount in question (financial violations); typo-correctable for repayment records |

---

## Roadmap

### ✅ Completed

| Phase | Feature | Description |
|-------|---------|-------------|
| 1 | Container scaffold | Docker multi-stage build, Express server, SQLite schema |
| 1 | Base violation form | Employee fields, violation type, incident date, point submission |
| 2 | Employee intelligence | Live CPAS standing badge and 90-day count shown before submitting |
| 2 | Prior violation highlighting | Violation dropdown annotates types with 90-day recurrence counts |
| 2 | Recidivist auto-escalation | Points slider auto-maximizes on repeat same-type violations |
| 2 | Violation history | Per-employee history list with resolution status |
| 3 | PDF generation | Puppeteer/Chromium PDF per violation, downloadable immediately post-submit |
| 3 | Prior-points snapshot | `prior_active_points` captured at insert time for accurate historical PDFs |
| 4 | Company dashboard | Sortable employee table with live tier badges and at-risk flags |
| 4 | Stat cards | Summary counts: total, clean, active, at-risk, highest score |
| 4 | Tier crossing warning | Pre-submit alert when new points push employee to next tier |
| 4 | Employee profile modal | Full history, negate/restore, hard delete, per-record PDF download |
| 4 | Negate & restore | Soft-delete violations with resolution type + notes, fully reversible |
| 5 | Employee edit / merge | Update employee name/dept/supervisor; merge duplicate records without losing history |
| 5 | Violation amendment | Edit non-scoring fields with field-level audit trail |
| 5 | Audit log | Append-only log of all system writes; filterable panel in the dashboard |
| 6 | Employee notes / flags | Free-text notes on employee record with quick-add HR tags; does not affect scoring |
| 6 | Point expiration timeline | Per-violation roll-off countdown with tier-drop projections |
| 6 | In-app documentation | Admin usage guide and feature map accessible from the navbar |
| 7 | Acknowledgment signature field | "Received by employee" name + date on the violation form; renders on the PDF replacing blank signature lines with recorded acknowledgment |
| 7 | Toast notification system | Global success/error/warning/info notifications for all user actions; auto-dismiss with progress bar; consistent dark theme |
| 7 | Department dropdown | Pre-loaded select on the violation form replacing free-text department input; shared `DEPARTMENTS` constant |
| 8 | Stakeholder demo page | Standalone `/demo` route with synthetic data; static HTML served before SPA catch-all; useful for non-live presentations |
| 8 | App footer | Copyright (© Jason Stedwell), live dev ticker since first commit, Gitea repo icon+link |
| 9 | Custom violation types | Persisted user-defined violation types created from the form; `+ Add Type` / `Edit Type` UI; merged into the dropdown alongside hardcoded types; delete blocked when in use |
| 9 | Financial amount tracking | `amount` field on financial violations (chargeback, receipt negligence, custom types with the field enabled); stored on `violations`, rendered prominently on the PDF, amendable with audit-logged diffs |

---

### 📋 Proposed

Effort ratings: 🟢 Low · 🟡 Medium · 🔴 High

#### Quick Wins (High value, low effort)

| Feature | Effort | Description |
|---------|--------|-------------|
| Column sort on dashboard | 🟢 | Click `Tier`, `Active Points`, or `Department` headers to sort in-place; one `useState` + comparator, no API changes |
| Department filter on dashboard | 🟢 | Multi-select dropdown to scope the employee table by department; `DEPARTMENTS` constant already exists |
| Keyboard shortcut: New Violation | 🟢 | `N` key triggers tab switch to the violation form; ~5 lines of code |

#### Reporting & Analytics

| Feature | Effort | Description |
|---------|--------|-------------|
| Violation trend chart | 🟡 | Line/bar chart of violations per day/week/month, filterable by department or supervisor; useful for identifying systemic patterns |
| Department heat map | 🟡 | Grid view showing violation density and average CPAS score by department; helps supervisors identify team-level risk |
| Violation sparklines per employee | 🟡 | Tiny inline bar chart of points over the last 6 months in the employee modal |

#### Employee Management

| Feature | Effort | Description |
|---------|--------|-------------|
| Supervisor scoped view | 🟡 | Dashboard filtered to a supervisor's direct reports, accessible via URL param (`?supervisor=Name`); no schema changes required |
| Employee photo / avatar | 🟢 | Optional avatar upload stored alongside the employee record; shown in the profile modal and dashboard row |

#### Violation Workflow

| Feature | Effort | Description |
|---------|--------|-------------|
| Draft / pending violations | 🟡 | Save a violation as draft before finalizing; useful when incidents need review before being officially logged |
| Violation templates | 🟢 | Pre-fill the form with a saved violation type + common details for frequently logged incidents |

#### Notifications & Escalation

| Feature | Effort | Description |
|---------|--------|-------------|
| Tier escalation alerts | 🟡 | Email or in-app notification when an employee crosses into Tier 2+ so the relevant supervisor is automatically informed |
| At-risk threshold config | 🟢 | Make the "at-risk" warning threshold (currently hardcoded at 2 pts) configurable per deployment via an env var |
| version.json / build badge | 🟢 | Inject git SHA + build timestamp into a static file during `docker build`; surfaced in the footer and `/api/health` |

#### Infrastructure & Ops

| Feature | Effort | Description |
|---------|--------|-------------|
| Multi-user auth | 🔴 | Simple login with role-based access (admin, supervisor, read-only); currently the app runs on a trusted internal network with no auth |
| Automated DB backup | 🟡 | Cron job or Docker health hook to snapshot `/data/cpas.db` to a mounted backup volume or remote location on a schedule |
| Dark/light theme toggle | 🟡 | The UI is currently dark-only; a toggle would improve usability in bright environments |

---

*Proposed features are suggestions based on common HR documentation workflows. Priority and implementation order should be driven by actual operational needs.*