Change Log

All notable changes to Nucleus are documented here, grouped by date.

2026-03-06

Improvement

Infrastructure: Complete rebrand from DotCollective Tools to Nucleus with new domain (nucleus.fast), dedicated Cloudflare account, and fresh D1/R2 resources

Feature

People — Data Model: People-centric data model — employee fields (employment, contact, demographics, financial) now stored on people table instead of users table, enabling Xero sync for people without app accounts. Profile endpoint and insights queries read from people. The users table is now auth-only
Database: Added person_id columns to 8 employee data tables (pay_summaries, payslips, leave_balances, leave_requests, scorecards, onboarding_progress, reviews, feedback_requests) with backfill migration and indexes for people-centric data model Phase 2
Auth Middleware: Resolves personId from authenticated user’s linked people record on every request
API Routes: Implemented dual-write pattern (writing both user_id and person_id) across pays, leave, scorecards, onboarding, and performance routes
Database: Eliminated user_external_ids dependency — all external ID lookups (Xero, Productive) now read directly from people table columns (xero_employee_id, productive_id)
API Routes: Removed dual-writes to user_external_ids from Xero linking, Productive sync, and payroll sync. Admin mappings endpoint now reads/writes people table directly
Admin UI: External ID mappings table now shows all people (not just app users) and writes directly to people table
Data Scoping: Added getScopedPersonIds() using people.manager_id hierarchy. All route scoping (scorecards, onboarding, leave, performance) now uses person_id instead of user_id — managers see direct reports via the people hierarchy rather than squad membership
Database — Phase 5 Cleanup: Dropped user_external_ids table and deleted getScopedUserIds(). Migrated all WHERE user_id data queries to WHERE person_id across performance, onboarding, and leave routes. Removed user_id from INSERT statements in reviews, scorecards, onboarding_progress, and leave_requests. Leave approval now uses people.manager_id hierarchy for manager verification instead of squad_members. Added partial unique indexes on person_id for ON CONFLICT migration. Removed backward-compat users table write from Xero payroll sync
Database — Phase 6 Pay/Leave/Feedback: Migrated pay_summaries, payslips, and leave_balances reads from user_id to person_id with backfill migration. Replaced squad_members in insights (span of control, manager count, team sizes) and performance (feedback peer selection) with people.manager_id hierarchy. Scorecards squad filter uses people.squad column. People profile pay/leave lookups use person_id directly
Database — Phase 7 Final Cleanup: Recreated 8 data tables to drop user_id columns entirely — person_id is now the sole entity reference with NOT NULL constraint and ON DELETE CASCADE. Changed pay_summaries primary key from user_id to person_id. Dropped squad_members table — squad membership now derived from people.squad column. Admin squad management and squad filter routes rewritten to use people.squad and people.manager_id hierarchy. Removed subject_id from feedback_requests (uses subject_person_id only). Cleaned up all stale user_id indexes

2026-03-05

Feature

People Profile Page: Full-page profile replacing the details drawer in directory view. Four tabs — Details (Contact, Role, Personal, System), Employment (Tenure, Pay, Leave, Financial), Documents, Activity. Navigates via /people?id=personId with back button. Permission-scoped tabs hide sensitive data from lower access levels
People Peek Sheet: Simplified quick-peek drawer for org chart view showing Contact and System info, Activity tab, and footer with Close / View Profile buttons
Xero Sync on Profiles: Xero link/sync controls on person profile System card (executive only). Smart name/email matching auto-links when a single high-confidence match is found, or shows a picker dialog for multiple candidates. Sync button triggers Xero payroll data refresh for the individual
Super Fund Type: Added super_fund_type column (Regulated / Self-Managed) synced from Xero SuperFunds API. Displayed in Financial card for executives
Insights & Reporting: Workforce analytics dashboard with single-page layout — KPI summary row (headcount, turnover, salary, age, span of control, locations) and six expandable sections (Headcount, Retention, Diversity, Compensation, Org Structure, Location) with Recharts visualisations. Date range and location filters. Lazy-loaded section data
Users — Employee Fields: Added employment fields (start_date, end_date, employment_status, location, gender, date_of_birth, employment_basis), contact fields (phone, mobile, personal_email, home_address), and financial fields (super_fund_name, super_fund_type, super_member_number, bank_account_name, bank_bsb, bank_account_number) to users table
Xero Sync — Employee Data: Extended Xero Payroll sync to populate employee demographic, contact, and financial fields from the Xero Employee API during payroll refresh. Super fund name and type resolved via separate SuperFunds endpoint
Performance Dashboard: Review progress stepper showing workflow stages (Open → Self Assessment → Peer Feedback → Review → Closed) when an active review exists, or cycle calendar (Q1 → Q2 → Q3 → Q4 → Annual) when no active review. Current goals card displays goals from the latest completed review. Performance trends chart shows KPI pass rate and goal completion rate across completed reviews
Performance Tool: Full performance review system with review cycles (quarterly/annual), KPI ratings across 5 areas (Organisation, Performance, Communication, Self Development/Management, Automation), 3-tier rating scale (Needs Urgent Work/Achieving/Exceeding), automatic pass/fail computation on completion, self-assessment (strengths/growth areas), SMART goals editor, reviewer notes and action items, salary decisions (annual, exec/head only), 360 feedback with structured peer selection, anonymized feedback summaries (min 3 responses), feedback submission form, review templates with mandatory KPI tracking, dashboard alerts card, and sidebar badge for pending feedback
Review Templates: Three seeded KPI templates (Agency Employee with 10 KPIs, Retail Employee with 9 KPIs, Lead/Manager with 10 KPIs) including new Automation area for AI adoption tracking

Improvement

Performance Cycles: Cycle details drawer with Details and Activity tabs — Activity tab lists all reviews in the cycle with subject name, reviewer, and status. Closed cycles show a read-only view with an eye icon
Performance Tool: Review detail view now scopes section visibility by role and status — employees during self-assessment only see Self Assessment and Goals sections. Added “Request 360 Feedback” button to the review workflow card for managers to invite peers. Page title now correctly shows “Performance” in the top bar. Goals use 3-column layout for compact editing
Performance Tool — Review History: Previous KPI ratings shown inline as badges, previous goals with completed/missed toggles, previous 360 feedback summary, and collapsible previous reviewer notes. Annual reviews aggregate all quarterly reviews with per-KPI rating distribution and pre-filled ratings. Goal completion status tracked across cycles via new status column on review_goals
Performance Tool — Self Assessment: Added Discussion Topics field for employees to flag topics they’d like to cover in their review meeting. Editable during self-assessment, read-only for reviewers
Performance Tool — Review Workflow: Added ready_for_review status between feedback collection and completion. Flow is now: Draft → Self Assessment → Awaiting Feedback → Awaiting Review → Completed. Reviewers mark “Ready for Review” once 360 feedback is sufficient, then “Complete Review” after the meeting

2026-03-04

Feature

Documents Tool: Employee document storage with R2 file storage, D1 metadata, category-based organisation (employment agreements, super forms, visas, certificates, policies), expiry tracking with visual warnings, hierarchical access scoping, inline viewing, and upload/download/delete operations
Documents Tab: Documents tab integrated into the People detail drawer for quick access to a person’s documents
Activity Summary — Slack: AI-powered daily Slack activity digests for the People tool
Activity Summary — Multi-source: Calendar, Productive, and GitHub activity aggregation alongside Slack
Person Detail Drawer: Pay history, leave balances, and automatic salary increase detection in People
Hierarchical Data Scoping: Restrict sensitive People tabs (pay, leave, activity) to the viewer’s organisational subtree for head-level users

2026-03-03

Feature

Holidays Tool: Australian public holidays with per-state filtering and timezone settings
People Tool: Sync people from Google Workspace and interactive org chart with React Flow

Bugfix

Build Pipeline: Generate TanStack Router route tree before TypeScript compilation to fix build failures

2026-03-02

Feature

Initial Platform: App shell, sidebar navigation, dashboard, Cloudflare Access authentication, RBAC permission system, and admin section (users, squads, permissions)
Onboarding Tool: Checklist-based employee onboarding with template management
Objectives Tool: OKR tracking with scorecard types, URL-persisted state, progress charts, and dashboard alerts
Scorecards Tool: Squad-based filtering and squad assignment on users
Announcements Tool: Rich text announcements with read tracking, category filtering, and distribution to Slack, Google Calendar, and email
Rich Text Editor: Tiptap-based editor with image upload to Cloudflare R2 and emoji picker
Calendar Tool: Google Calendar integration for viewing team events
Leave Management Tool: Leave requests with Xero integration, multi-step approval workflow, and post-approval sync to Xero, Productive, Google Calendar, and Slack
Connections Admin: Admin UI for managing third-party service connections (Xero, Productive, Google, Slack)
Pays Tool: Xero payroll integration for viewing pay history
Employment Section: Grouped Calendar, Leave, and Pays under a single Employment sidebar section
Template Management: Replaced static job roles with configurable onboarding/scorecard templates with locked common items
Profile Page: User profile with name editing, Google avatar sync, and capitalised display names
Dev User Picker: Local development user switcher for testing different roles and permissions
Multi-Theme System: 8 colour themes with dark mode support
Favicons & PWA: App icons, dark browser chrome, and mobile web app metadata
Configurable Template Permissions: Granular access control for the templates section

Bugfix

Auth Cookie Support: Read Cloudflare Access JWT from CF_Authorization cookie in addition to the header
Sign-In Flow: Show sign-in button with Cloudflare Access redirect on authentication failure
User Name Preservation: Auth middleware preserves user-set names — only sets name on first login
Google Profile Picture: Extract avatar from OIDC picture claim via /cdn-cgi/access/get-identity
Users Table Layout: Move Squad column after Access Level for better readability
Sidebar Organisation: Move Templates back under Administration section
Approval Visibility: Fix pending leave approval visibility for executive and head roles, clear cache on user switch
Integration Reliability: Assorted bugfixes for third-party integrations and dev tooling
UI Polish: Detail view refinements, neo theme support, and scorecard filtering improvements

Improvement

Auth & Dev Docs: Updated authentication, local development, and API documentation to reflect current behaviour
Leave & Connections Docs: Added leave tool, leave API, connections API, and database schema documentation
Agent Instructions: Added GitHub issue quality standard and --assignee @me requirement to CLAUDE.md

2026-03-01

Initial

Repository Created: Initial commit with project scaffolding, Cloudflare Workers configuration, and documentation site setup