Files
company_site/company_site/financial/admin.py
T
westfarn 7dd5ec3be1
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Add Employee vs Client user type and filter time/reports by employee (#14) (#15)
## Summary

- Adds `UserProfile` model with mutually exclusive **Employee** / **Client** types
- Replaces auto-Employee signal with auto-Client profile on user creation
- Data migration: users with time log entries → Employee; others → Client (orphan Employee rows removed)
- Admin UI at `/financial/manage_users` to set any user's type; profile page shows current type
- **Employees** can log time; **Clients** get read-only access to reports and time logs
- Time logs, reports, and dashboard filter to employees only
- 14 new tests covering signals, type switching, access control, and filtering

## Design decisions (from issue Q&A)

1. Client login = read-only financial access (reports + time logs, no edit/log time)
2. Employee and Client are strictly mutually exclusive
3. Admins (superusers) can change type via Manage Users
4. Bulk migration applied for existing users

## Test plan

- [x] `python manage.py test financial.tests` (14 tests pass)
- [x] `python manage.py test public.tests` (21 tests pass)
- [ ] Run migration on staging: `python manage.py migrate`
- [ ] Verify admin can set user types at `/financial/manage_users`
- [ ] Verify employee can log time at `/financial/timekeeping`
- [ ] Verify client sees reports/time logs read-only, cannot log time
- [ ] Verify employee filter dropdown excludes clients

Closes #14

Reviewed-on: #15
2026-07-05 12:54:50 +00:00

29 lines
786 B
Python
Executable File

from django.contrib import admin
from .models import Contract, Employee, ChargeNumber, TimeCard, TimeCardCell, UserProfile
class ContractAdmin(admin.ModelAdmin):
pass
class EmployeeAdmin(admin.ModelAdmin):
pass
class UserProfileAdmin(admin.ModelAdmin):
list_display = ("user", "user_type")
list_filter = ("user_type",)
class ChargeNumberAdmin(admin.ModelAdmin):
pass
class TimeCardAdmin(admin.ModelAdmin):
pass
class TimeCardCellAdmin(admin.ModelAdmin):
pass
admin.site.register(Contract, ContractAdmin)
admin.site.register(Employee, EmployeeAdmin)
admin.site.register(UserProfile, UserProfileAdmin)
admin.site.register(ChargeNumber, ChargeNumberAdmin)
admin.site.register(TimeCard, TimeCardAdmin)
admin.site.register(TimeCardCell, TimeCardCellAdmin)