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:
2026-03-07 21:44:22 -06:00
parent ecd3810050
commit 66f59dead3

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@@ -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