People Tool

Overview

The People tool provides a directory of all active employees and an org chart visualization. Data is synced from Productive.io using their People API.

Features

• People directory — Searchable, sortable table of all active employees with avatar, name, title, email, and manager
• Person profile page — Full-page profile with four tabs: Details (Contact, Role, Personal, System), Employment (Tenure, Pay, Leave, Financial), Documents, and Activity. Navigates via ?id=personId
• Org chart — Tree visualization showing the reporting hierarchy based on manager relationships
• Org chart peek sheet — Simplified quick-peek drawer when clicking a node in the org chart, showing Contact/System info, Activity tab, and a “View Profile” button
• Xero sync on profiles — Executives can link a person to their Xero employee record (with smart name/email matching) and trigger payroll data sync directly from the profile System card
• Productive sync — Manual sync button (executive only) pulls active people from Productive and matches them to app users by email
• User enrichment — Sync updates matched users’ job title and profile picture from Productive
• TTL-based refresh — Data auto-refreshes in the background after 6 hours

Views

Toggle between two views using tabs:

1. Directory (default) — Table with sortable columns (name, title, email) and manager lookup. Clicking a row navigates to the full profile page
2. Org Chart — Hierarchical tree with collapsible nodes, showing first 2 levels expanded by default. Clicking a node opens a peek sheet with quick info and a link to the full profile
3. Profile Page — Shown when ?id=personId is present. Tabs are permission-scoped: Employment, Documents, and Activity require manager/head/executive access

Sync Behaviour

When an executive clicks “Sync”:

1. Fetches all active people from Productive (paginated, max 200 per page)
2. Upserts into the people table, matched by productive_id
3. Matches people to app users by email (case-insensitive)
4. Resolves manager relationships (self-referencing FK)
5. Updates matched users’ job_title and picture from Productive data
6. Upserts user_external_ids for the productive provider
7. Removes people no longer active in Productive

Permissions

Access Level	View	Update	Manage (Sync)
Executive	Yes	Yes	Yes
Head	Yes	No	No
Manager	Yes	No	No
Lead	Yes	No	No
Employee	Yes	No	No

URL State

Parameter	Type	Description
view	string	directory (default) or org-chart
id	string	Person ID — when present, renders the full profile page

Data Model

people table

The people table is the source of truth for all employee/HR data. Employee fields (employment, contact, demographics, financial) are stored here rather than on users, which allows Xero sync for people who don’t have an app account. The users table is auth-only (id, email, name, picture, access_level, template IDs).

Column	Type	Description
id	TEXT PK	UUID
productive_id	TEXT UNIQUE	Productive person ID
user_id	TEXT FK	Matched app user (nullable)
first_name	TEXT	First name
last_name	TEXT	Last name
email	TEXT	Email address
title	TEXT	Job title from Productive
avatar_url	TEXT	Profile picture URL
squad	TEXT	Squad/team name
manager_id	TEXT FK	Self-referencing FK to manager’s people row
xero_employee_id	TEXT	Linked Xero employee GUID
start_date	TEXT	Employment start date
end_date	TEXT	Employment end date (nullable)
employment_status	TEXT	active (default) or terminated
employment_basis	TEXT	FULLTIME, PARTTIME, CASUAL, etc.
location	TEXT	Work location
gender	TEXT	Gender code from Xero
date_of_birth	TEXT	Date of birth
phone	TEXT	Work phone
mobile	TEXT	Mobile number
personal_email	TEXT	Personal email address
home_address	TEXT	Home address (JSON from Xero)
super_fund_name	TEXT	Superannuation fund name
super_fund_type	TEXT	REGULATED or SELFMANAGED
super_member_number	TEXT	Super fund member number
bank_account_name	TEXT	Bank account holder name
bank_bsb	TEXT	Bank BSB
bank_account_number	TEXT	Bank account number
synced_at	TEXT	Last sync timestamp

Components

File	Purpose
src/routes/people.tsx	Route with ?view and ?id search params
src/components/people/people-page.tsx	Main page with view toggle, search, sync button; renders profile page when id param present
src/components/people/people-directory.tsx	Searchable/sortable table view
src/components/people/person-profile.tsx	Full-page person profile with tabbed layout
src/components/people/person-peek-sheet.tsx	Simplified peek drawer for org chart
src/components/people/org-tree.tsx	Recursive tree visualization
src/components/people/org-card.tsx	Individual person card in org chart
src/hooks/use-people.ts	TanStack Query hooks
worker/routes/people.ts	API endpoints