Show recurring and manual payroll components in reports - #164
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Warning Review limit reachedNext included review available in 34 minutes. View limit detailsLimit details: You’ve used the included review currently available. You've used all free OSS reviews for now. Wait for the free limit to reset to keep reviewing this public repository. Review configuration: ⚙️ Run configurationConfiguration used: Organization UI Review profile: ASSERTIVE Plan: Advanced Run ID: 📒 Files selected for processing (8)
📝 WalkthroughWalkthroughPayroll adjustment snapshots now appear in report payloads, exports, PDFs, QuickBooks data, and the payroll register preview. The changes add source-aware disclosure rows, treatment totals, dynamic columns, adjustment detail sheets, and validation coverage. ChangesPayroll adjustment reporting
Estimated code review effort: 4 (Complex) | ~60 minutes Merge Risk: 🟡 Moderate · up to Voided paychecks can appear in payroll history without their adjustment detail, making the report incomplete. Align the adjustment section with the existing history scope before merge. Sequence Diagram(s)sequenceDiagram
participant PayrollAdjustmentDisclosure
participant ReportsController
participant PayrollRegisterPreview
PayrollAdjustmentDisclosure->>ReportsController: build adjustment rows and treatment totals
ReportsController->>PayrollRegisterPreview: return payroll adjustment disclosure
PayrollRegisterPreview->>PayrollAdjustmentPreview: render source-aware columns and totals
🚥 Pre-merge checks | ✅ 4 | ❌ 1❌ Failed checks (1 warning)
✅ Passed checks (4 passed)
✨ Finishing Touches 💡 1📝 Generate docstrings 💡
🧪 Generate unit tests (beta)
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Actionable comments posted: 5
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Inline comments:
In `@api/app/controllers/api/v1/admin/reports_controller.rb`:
- Line 2498: Extract the payroll adjustment export logic surrounding
payroll_adjustment_export_columns, including column derivation, source labeling,
and value aggregation, into a dedicated report-export service object. Update
ReportsController to invoke that service while retaining only request handling
and response delivery, preserving the existing export behavior.
In `@api/app/services/paycheck_history_pdf_generator.rb`:
- Line 136: Update render_payroll_adjustment_detail to pass include_voided: true
when calling data.items, matching the history table and preserving adjustments
for displayed voided payroll items. Add a PDF regression test covering a voided
payroll item with a payroll adjustment.
In `@api/app/services/quickbooks_payroll_report_data.rb`:
- Around line 507-509: Add a regression spec for the legacy snapshot fallback
around the source-labeling logic, using a legacy payroll-item fixture and an
accounting export path. Assert that the emitted type and source are both the
expected legacy values, while preserving the existing manual, recurring, and
override coverage.
In `@web/src/components/reports/PayrollRegisterPreview.tsx`:
- Around line 125-127: Update the spacing utilities in the new payroll register
UI, including the header markup near the column labels and the additional
reported locations, to use only 8px-grid Tailwind values. Replace px-3, mt-1,
py-3, and py-2.5 with suitable existing equivalents such as px-2 or px-4, mt-2,
and py-2 or py-4, while preserving the current layout and styling.
- Line 86: In PayrollRegisterPreview.tsx, add explicit return types to
payrollAdjustmentIdentity, adjustmentTotal, and all three adjustment components.
Replace each component’s inline prop type with a named Props interface,
following the existing web/src typing conventions; leave
payrollAdjustmentColumns and payrollAdjustmentAmount unchanged.
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ℹ️ Review info
⚙️ Run configuration
Configuration used: Organization UI
Review profile: ASSERTIVE
Plan: Advanced
Run ID: 9988b002-445b-4754-8399-74c38c7afd30
📒 Files selected for processing (17)
api/app/controllers/api/v1/admin/reports_controller.rbapi/app/services/paycheck_history_pdf_generator.rbapi/app/services/payroll_adjustment_disclosure.rbapi/app/services/payroll_register_csv_exporter.rbapi/app/services/payroll_register_pdf_generator.rbapi/app/services/quickbooks_payroll_report_data.rbapi/spec/requests/api/v1/admin/reports_spec.rbapi/spec/services/deductions_contributions_report_pdf_generator_spec.rbapi/spec/services/paycheck_history_pdf_generator_spec.rbapi/spec/services/payroll_adjustment_disclosure_spec.rbapi/spec/services/payroll_register_csv_exporter_spec.rbapi/spec/services/payroll_register_pdf_generator_spec.rbapi/spec/services/payroll_summary_by_employee_pdf_generator_spec.rbapi/spec/services/quickbooks_payroll_report_data_spec.rbweb/src/components/reports/PayrollRegisterPreview.tsxweb/src/services/api.tsweb/src/types/index.ts
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All five findings were addressed in dcae762; every review thread is resolved and current-head backend, frontend, browser, security, and deploy checks are green. CodeRabbit marked the revised head successful but rate-limited another full review.
Why
Employee-specific recurring adjustments and manual pay-period adjustments already affected gross pay, deductions, and net pay, but several reports did not disclose the component details. That made correct totals difficult for Cornerstone accountants to reconcile.
What changed
Safety and scope
Verification
PayrollAdjustmentDisclosurefor row generation, source classification, grouping, and reconciliation totals.