docs: update README for acknowledgment signature field, toast notifications, and PDF logo refactor
- Moved acknowledgment signature field from Proposed to Completed (Phase 7) - Added toast notification system to Completed (Phase 7) - Updated Violation Form features with acknowledgment section and toasts - Updated Employee Profile Modal features with toast notifications - Added Toast Notification System as standalone feature section - Updated PDF Generation section: logo loaded from disk, ack rendering - Updated Amendable Fields table with acknowledged_by and acknowledged_date - Updated Database Schema section with new violation columns - Updated Project Structure tree with ToastProvider.jsx and template.js description - Updated API reference for POST /api/violations to note new fields
This commit is contained in:
29
README.md
29
README.md
@@ -132,18 +132,21 @@ Access the app at `http://10.2.0.14:3001` (or whatever static IP you assigned).
|
|||||||
- Context-sensitive fields (time, minutes late, amount, location, description) shown only when relevant to violation type
|
- Context-sensitive fields (time, minutes late, amount, location, description) shown only when relevant to violation type
|
||||||
- **Tier crossing warning** (TierWarning component): previews what tier the new points would push the employee into before submission
|
- **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
|
- 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
|
- One-click PDF download immediately after submission
|
||||||
|
- **Toast notifications**: success/error/warning feedback for form submissions, validation, and PDF downloads
|
||||||
|
|
||||||
### Employee Profile Modal
|
### Employee Profile Modal
|
||||||
- Full violation history with resolution status and **amendment count badge** per record
|
- Full violation history with resolution status and **amendment count badge** per record
|
||||||
- **✎ Edit Employee** button — update name, department, supervisor, or notes inline
|
- **✎ Edit Employee** button — update name, department, supervisor, or notes inline
|
||||||
- **Merge Duplicate** tab — reassign all violations from a duplicate record and delete it
|
- **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, etc.) with a full field-level diff history
|
- **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)
|
- Negate / restore individual violations (soft delete with resolution type + notes)
|
||||||
- Hard delete option for data entry errors
|
- Hard delete option for data entry errors
|
||||||
- PDF download for any historical violation record
|
- 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
|
- **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
|
- **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
|
||||||
|
- **Toast notifications** for all actions: negate, restore, delete, amend, PDF download, employee edit
|
||||||
|
|
||||||
### Audit Log
|
### Audit Log
|
||||||
- Append-only log of every write action: employee created/edited/merged, violation logged/amended/negated/restored/deleted
|
- Append-only log of every write action: employee created/edited/merged, violation logged/amended/negated/restored/deleted
|
||||||
@@ -160,6 +163,13 @@ Access the app at `http://10.2.0.14:3001` (or whatever static IP you assigned).
|
|||||||
- Covers feature map, CPAS tier system, workflow guidance, and roadmap
|
- Covers feature map, CPAS tier system, workflow guidance, and roadmap
|
||||||
- No external link required; always reflects current deployed version
|
- 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
|
||||||
|
|
||||||
### CPAS Tier System
|
### CPAS Tier System
|
||||||
|
|
||||||
| Points | Tier | Label |
|
| Points | Tier | Label |
|
||||||
@@ -176,9 +186,11 @@ Scores are computed over a **rolling 90-day window** (negated violations exclude
|
|||||||
|
|
||||||
### PDF Generation
|
### PDF Generation
|
||||||
- Puppeteer + system Chromium (bundled in Docker image)
|
- 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`
|
- Generated on-demand per violation via `GET /api/violations/:id/pdf`
|
||||||
- Filename: `CPAS_<EmployeeName>_<IncidentDate>.pdf`
|
- Filename: `CPAS_<EmployeeName>_<IncidentDate>.pdf`
|
||||||
- PDF captures prior active points **at the time of the incident** (snapshot stored on insert)
|
- 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
|
||||||
|
|
||||||
---
|
---
|
||||||
|
|
||||||
@@ -195,7 +207,7 @@ Scores are computed over a **rolling 90-day window** (negated violations exclude
|
|||||||
| GET | `/api/employees/:id/expiration` | Active violation roll-off timeline with days remaining |
|
| GET | `/api/employees/:id/expiration` | Active violation roll-off timeline with days remaining |
|
||||||
| PATCH | `/api/employees/:id/notes` | Save employee notes only (shorthand) |
|
| PATCH | `/api/employees/:id/notes` | Save employee notes only (shorthand) |
|
||||||
| GET | `/api/dashboard` | All employees with active points + violation counts |
|
| GET | `/api/dashboard` | All employees with active points + violation counts |
|
||||||
| POST | `/api/violations` | Log a new violation |
|
| POST | `/api/violations` | Log a new violation (accepts `acknowledged_by`, `acknowledged_date`) |
|
||||||
| GET | `/api/violations/employee/:id` | Violation history with resolutions + amendment counts |
|
| 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/negate` | Negate a violation (soft delete + resolution record) |
|
||||||
| PATCH | `/api/violations/:id/restore` | Restore a negated violation |
|
| PATCH | `/api/violations/:id/restore` | Restore a negated violation |
|
||||||
@@ -219,7 +231,8 @@ cpas/
|
|||||||
│ ├── schema.sql # Tables + 90-day active score view
|
│ ├── schema.sql # Tables + 90-day active score view
|
||||||
│ └── database.js # SQLite connection (better-sqlite3) + auto-migrations
|
│ └── database.js # SQLite connection (better-sqlite3) + auto-migrations
|
||||||
├── pdf/
|
├── pdf/
|
||||||
│ └── generator.js # Puppeteer PDF generation
|
│ ├── generator.js # Puppeteer PDF generation
|
||||||
|
│ └── template.js # HTML template (loads logo from disk, ack signature rendering)
|
||||||
└── client/ # React frontend (Vite)
|
└── client/ # React frontend (Vite)
|
||||||
├── package.json
|
├── package.json
|
||||||
├── vite.config.js
|
├── vite.config.js
|
||||||
@@ -235,7 +248,7 @@ cpas/
|
|||||||
├── CpasBadge.jsx # Tier badge + color logic
|
├── CpasBadge.jsx # Tier badge + color logic
|
||||||
├── TierWarning.jsx # Pre-submit tier crossing alert
|
├── TierWarning.jsx # Pre-submit tier crossing alert
|
||||||
├── Dashboard.jsx # Company-wide leaderboard + audit log trigger
|
├── Dashboard.jsx # Company-wide leaderboard + audit log trigger
|
||||||
├── ViolationForm.jsx # Violation entry form
|
├── ViolationForm.jsx # Violation entry form + ack signature fields
|
||||||
├── EmployeeModal.jsx # Employee profile + history modal
|
├── EmployeeModal.jsx # Employee profile + history modal
|
||||||
├── EditEmployeeModal.jsx # Employee edit + merge duplicate
|
├── EditEmployeeModal.jsx # Employee edit + merge duplicate
|
||||||
├── AmendViolationModal.jsx # Non-scoring field amendment + diff history
|
├── AmendViolationModal.jsx # Non-scoring field amendment + diff history
|
||||||
@@ -244,6 +257,7 @@ cpas/
|
|||||||
├── ViolationHistory.jsx # Violation list component
|
├── ViolationHistory.jsx # Violation list component
|
||||||
├── ExpirationTimeline.jsx # Per-violation 90-day roll-off countdown
|
├── ExpirationTimeline.jsx # Per-violation 90-day roll-off countdown
|
||||||
├── EmployeeNotes.jsx # Inline notes editor with quick-add HR tags
|
├── 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
|
└── ReadmeModal.jsx # In-app admin documentation panel
|
||||||
```
|
```
|
||||||
|
|
||||||
@@ -254,7 +268,7 @@ cpas/
|
|||||||
Six tables + one view:
|
Six tables + one view:
|
||||||
|
|
||||||
- **`employees`** — id, name, department, supervisor, **notes**
|
- **`employees`** — id, name, department, supervisor, **notes**
|
||||||
- **`violations`** — full incident record including `prior_active_points` snapshot at time of logging
|
- **`violations`** — full incident record including `prior_active_points` snapshot at time of logging, `acknowledged_by` and `acknowledged_date` for employee acknowledgment
|
||||||
- **`violation_resolutions`** — resolution type, details, resolved_by (linked to violations)
|
- **`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_amendments`** — field-level diff log for violation edits; one row per changed field per amendment
|
||||||
- **`audit_log`** — append-only record of every write action (action, entity_type, entity_id, performed_by, details, timestamp)
|
- **`audit_log`** — append-only record of every write action (action, entity_type, entity_id, performed_by, details, timestamp)
|
||||||
@@ -273,6 +287,8 @@ Point values, violation type, and incident date are **immutable** after submissi
|
|||||||
| `details` | Narrative description |
|
| `details` | Narrative description |
|
||||||
| `submitted_by` | Supervisor who submitted |
|
| `submitted_by` | Supervisor who submitted |
|
||||||
| `witness_name` | Witness on record |
|
| `witness_name` | Witness on record |
|
||||||
|
| `acknowledged_by` | Employee who acknowledged receipt |
|
||||||
|
| `acknowledged_date` | Date of employee acknowledgment |
|
||||||
|
|
||||||
---
|
---
|
||||||
|
|
||||||
@@ -301,6 +317,8 @@ Point values, violation type, and incident date are **immutable** after submissi
|
|||||||
| 6 | Employee notes / flags | Free-text notes on employee record with quick-add HR tags; does not affect scoring |
|
| 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 | 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 |
|
| 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 |
|
||||||
|
|
||||||
---
|
---
|
||||||
|
|
||||||
@@ -315,7 +333,6 @@ Point values, violation type, and incident date are **immutable** after submissi
|
|||||||
- **Supervisor view** — scoped dashboard showing only the employees under a given supervisor, useful for multi-supervisor environments
|
- **Supervisor view** — scoped dashboard showing only the employees under a given supervisor, useful for multi-supervisor environments
|
||||||
|
|
||||||
#### Violation Workflow
|
#### Violation Workflow
|
||||||
- **Acknowledgment signature field** — a "received by employee" name/date field on the violation form that prints on the PDF, replacing the blank signature line
|
|
||||||
- **Draft / pending violations** — save a violation as draft before finalizing, useful when incidents need review before being officially logged
|
- **Draft / pending violations** — save a violation as draft before finalizing, useful when incidents need review before being officially logged
|
||||||
- **Bulk violation import** — CSV import for migrating historical records from paper logs or a prior system
|
- **Bulk violation import** — CSV import for migrating historical records from paper logs or a prior system
|
||||||
|
|
||||||
|
|||||||
Reference in New Issue
Block a user