Verify compose file and service names.
PlanProvide docker compose up command with build flag.
BuildProvide command to run in background with -d flag.
BuildProvide instructions to access the service via localhost.
BuildProvide command to stop the services.
BuildEnvironment Context
cwd: /Users/sahand/src/tries/2026-05-20-performance-eval-platform
shell: zsh
current date: 2026-05-20
timezone: America/Torontoplease read docs/Architecture.md and poke holes in it and improve it for build
I’ll inspect the architecture doc and nearby repo context so the feedback is grounded in what’s actually buildable here. Since we’re in planning mode, I’ll avoid editing files and focus on a concrete improvement plan.
>sed -n '1,260p' docs/Architecture.mdChunk ID: 5e56d2
Wall time: 0.0662 seconds
Process exited with code 0
Original token count: 59
Output:
This app will be Django-only (Django ORM and Templating, no React frontend)
For RBAC, we will use the Django Groups as roles and Permissions.
This app will be using SQLite as its database.
This app will be Dockerized for deployment.>rg --filesChunk ID: cd81e9
Wall time: 0.3387 seconds
Process exited with code 0
Original token count: 11
Output:
docs/Architecture.md
docs/Requirements.md
>lsChunk ID: 4c9950
Wall time: 0.0797 seconds
Process exited with code 0
Original token count: 2
Output:
docs
The architecture doc is only four decisions right now, and this repo currently contains docs only. I’m going to read the requirements next because most architectural gaps will come from requirements that aren’t reflected in the build plan.
>sed -n '1,260p' docs/Requirements.mdChunk ID: 0f9dd6
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 4277
Output:
# HR - Performance Evaluation Platform - Requirements
## Table of Contents
### Overview Documents
- [Business Problem](#business-problem)
- [Current State](#current-state)
- [Product Description](#product-description)
- [Personas](#personas)
- [Success Metrics](#success-metrics)
- [Technical Requirements](#technical-requirements)
### Feature Requirements
- [Authentication & Authorization](#authentication-authorization)
- [Evaluation Management](#evaluation-management)
- [Collaboration & Approval Workflow](#collaboration-approval-workflow)
- [Export & Import](#export-import)
---
# Overview Documents
## Business Problem
University of Waterloo's co-op program requires employers to provide structured, formal performance evaluations to students at the end of each work term. For organizations that hire several co-op students per term, managing this process internally creates real friction. Drafting evaluations, routing them to the right people for review, getting sign-off, and then submitting them to the university all require coordination that the evaluation form itself does not support.
The core problem is that the evaluation form and the internal collaboration process have never been unified in a single tool. Teams must work around this by passing annotated PDFs via email or converting evaluation content to plain text and sharing it through other channels. This introduces version confusion, increases administrative effort, and creates risk that evaluations are delayed, misfiled, or submitted without proper internal review.
## Current State
The current internal tool is a standalone HTML form with no server backend. It captures UW co-op evaluation data and stores drafts in the browser's local storage. For sharing, users export the evaluation as JSON and send the file to colleagues, who import it on their own machine to view or edit. A Markdown export feature helps users copy evaluation content into the official University of Waterloo co-op portal.
While this tool solved the immediate problem of capturing structured evaluation data, it was designed as a single-user utility, not a multi-user workflow system. There is no authentication, no role-based access control, no server-side persistence, and no mechanism for routing an evaluation through review and approval. All collaboration happens outside the tool — over email or messaging — and any state saved in local storage is invisible to other users and lost if the browser is cleared.
## Product Description
The Performance Evaluation Platform is a web-based enterprise HR application for managing UW co-op performance evaluations from creation to submission. It replaces the single-user HTML form with a multi-user system that supports the full lifecycle of an evaluation: creating and editing, saving drafts on the server, routing for internal review, collecting VP approval, and exporting for submission to the University of Waterloo.
Access is controlled by three roles — VP, Manager, and Employee — so that each user interacts with the system in a way appropriate to their function. The platform is intended for organizations that hire co-op students regularly and need a repeatable, auditable internal process in place of the current PDF-and-email approach.
## Personas
The **VP** manages both the platform and the evaluation process. They create and manage user accounts, assign roles, and assign co-op Employees to Managers. They have organization-wide visibility into all evaluations, review submissions from Managers, and provide final approval before evaluations are submitted to the University of Waterloo. They can return evaluations to Draft if corrections are needed.
The **Manager** is the primary author of performance evaluations. They supervise co-op students directly and are responsible for creating, editing, and submitting evaluations for the Employees assigned to them. They can only view and act on evaluations they created. They initiate the review process by submitting a completed draft for VP review.
The **Employee** represents a co-op student placed at the organization. They are the subject of the performance evaluations created by their assigned Manager. Their platform access is the most restricted of the three roles and will be defined as the product is implemented.
## Success Metrics
Success is measured primarily by whether the platform eliminates the coordination overhead of the current PDF-based process. Evaluations should be completed and submitted to the University of Waterloo on time without requiring email exchanges to share or route the document. The time Managers spend completing and routing evaluations should decrease relative to the previous process. All evaluations should pass through VP HR approval before submission. No evaluation data should be lost due to browser state issues or manual file management, as was a risk with the local-storage-based predecessor.
## Technical Requirements
All access to the platform requires authentication — no functionality is accessible without a valid session. Role-based access control enforces the four defined roles (Admin, VP HR, Manager, Employee) at the application level, server-side. The platform is accessible via web browser with no client-side installation required. Evaluation data is persisted server-side, not in browser local storage.
# Feature Requirements
## Authentication & Authorization
## Overview
The Authentication & Authorization feature controls who can access the platform and what each user is permitted to do. All users must authenticate before accessing any part of the system. Three roles — VP, Manager, and Employee — determine the actions each user can take throughout the platform.
## Terminology
* **Role**: A named set of permissions assigned to a user account that determines what actions they can perform.
* **RBAC**: Role-Based Access Control — permissions are granted based on a user's assigned role, not configured individually per user.
* **Session**: An authenticated state established after a successful login that persists for a defined period.
## Requirements
### REQ-AUTH-001: User Login
**User Story:** As a user, I want to log in with my credentials, so that I can access the platform.
**Acceptance Criteria:**
* **AC-AUTH-001.1:** When a user submits valid credentials, the system shall grant access and establish an authenticated session.
* **AC-AUTH-001.2:** When a user submits invalid credentials, the system shall deny access and display an error message.
* **AC-AUTH-001.3:** When a user's session expires, the system shall require re-authentication before allowing further access.
### REQ-AUTH-002: User Account Management
**User Story:** As a VP, I want to create, edit, and deactivate user accounts, so that I can control who has access to the platform.
**Acceptance Criteria:**
* **AC-AUTH-002.1:** When a VP creates a user account, the system shall require a name, email address, and role.
* **AC-AUTH-002.2:** When a VP deactivates a user account, the system shall prevent that user from logging in.
* **AC-AUTH-002.3:** When a deactivated user attempts to log in, the system shall deny access.
* **AC-AUTH-002.4:** When a VP edits a user account, the system shall allow updating the user's name, email, and role.
### REQ-AUTH-003: Role Assignment
**User Story:** As a VP, I want to assign a role to each user account, so that each user has the appropriate level of access.
**Acceptance Criteria:**
* **AC-AUTH-003.1:** When a VP creates or edits a user account, the system shall require selection of exactly one role from: VP, Manager, Employee.
* **AC-AUTH-003.2:** When a user's role is changed, the system shall enforce the updated permissions on their next request.
### REQ-AUTH-004: Role-Based Access Enforcement
**User Story:** As a VP, I want all platform features and data to be access-controlled by role, so that users can only perform actions their role permits.
**Acceptance Criteria:**
* **AC-AUTH-004.1:** When a user attempts an action not permitted by their role, the system shall deny the action.
* **AC-AUTH-004.2:** The system shall enforce role permissions server-side on all data access and actions.
### REQ-AUTH-005: Employee-Manager Assignment
**User Story:** As a VP, I want to assign co-op Employees to a Manager, so that the Manager can create evaluations for their assigned students.
**Acceptance Criteria:**
* **AC-AUTH-005.1:** When a VP assigns an Employee to a Manager, the system shall record the assignment and permit that Manager to create evaluations for that Employee.
* **AC-AUTH-005.2:** When a VP removes an Employee assignment from a Manager, the system shall prevent the Manager from creating new evaluations for that Employee.
* **AC-AUTH-005.3:** When a Manager attempts to create an evaluation for an Employee not assigned to them, the system shall deny the action.
### REQ-AUTH-006: Manager Access Scope
**User Story:** As a Manager, I want my access scoped to my own evaluations and assigned Employees, so that I cannot view or act on data outside my responsibility.
**Acceptance Criteria:**
* **AC-AUTH-006.1:** When a Manager views the evaluations list, the system shall display only evaluations that the Manager created.
* **AC-AUTH-006.2:** When a Manager attempts to access an evaluation they did not create, the system shall deny access.
* **AC-AUTH-006.3:** When a Manager selects an Employee to evaluate, the system shall display only Employees assigned to that Manager.
## Feature Behavior & Rules
All routes and API endpoints require an authenticated session. Role permissions are enforced server-side and cannot be bypassed through client-side manipulation. A VP cannot deactivate their own account. Each user holds exactly one role at a time. The three roles have distinct scopes: VP manages user accounts, assigns co-op Employees to Managers, and has full visibility and approval rights over all evaluations; Manager creates and submits evaluations only for their assigned Employees and can only view evaluations they own; Employee has the most restricted access in the system.
## Evaluation Management
## Overview
Evaluation Management is the core function of the platform. It allows Managers to create UW co-op performance evaluations for the students they supervise, save drafts at any point, and manage their evaluations through the review and approval lifecycle. Evaluations are persisted server-side, eliminating reliance on browser state.
## Terminology
* **Evaluation**: A formal performance assessment completed by a Manager for a co-op student, structured according to the University of Waterloo co-op evaluation format.
* **Draft**: An evaluation that has been saved but not yet submitted for review or approval.
## Requirements
### REQ-EVAL-001: Create Evaluation
**User Story:** As a Manager, I want to create a new performance evaluation for a co-op student, so that I can document their performance for the term.
**Acceptance Criteria:**
* **AC-EVAL-001.1:** When a Manager creates a new evaluation, the system shall create an evaluation record associated with that Manager's account.
* **AC-EVAL-001.2:** When an evaluation is created, the system shall present the UW co-op evaluation form fields for the Manager to complete.
* **AC-EVAL-001.3:** When a new evaluation is created, the system shall set its initial state to Draft.
### REQ-EVAL-002: Save Draft
**User Story:** As a Manager, I want to save an evaluation as a draft, so that I can return to it and continue editing later.
**Acceptance Criteria:**
* **AC-EVAL-002.1:** When a Manager saves a draft, the system shall persist the current state of all evaluation fields server-side.
* **AC-EVAL-002.2:** When a Manager opens a saved draft, the system shall restore all previously entered field values.
* **AC-EVAL-002.3:** When a draft is saved, the system shall not advance the evaluation in the workflow.
### REQ-EVAL-003: Edit Evaluation
**User Story:** As a Manager, I want to edit an evaluation I created that is in Draft state, so that I can update the content before submitting it for review.
**Acceptance Criteria:**
* **AC-EVAL-003.1:** When a Manager opens an evaluation they own that is in Draft state, the system shall allow editing of all form fields.
* **AC-EVAL-003.2:** When a Manager attempts to edit an evaluation that is not in Draft state, the system shall prevent editing.
### REQ-EVAL-004: View Evaluations
**User Story:** As a Manager, I want to view all evaluations I have created, so that I can track their content and current status.
**Acceptance Criteria:**
* **AC-EVAL-004.1:** When a Manager views the evaluations list, the system shall display all evaluations they own with their current workflow state.
### REQ-EVAL-005: VP Evaluation Visibility
**User Story:** As a VP, I want to view all evaluations in the system, so that I can monitor the process and review submissions.
**Acceptance Criteria:**
* **AC-EVAL-005.1:** When a VP views the evaluations list, the system shall display all evaluations across all Managers and their current workflow states.
## Feature Behavior & Rules
Evaluations are owned by the Manager who created them. Only the owning Manager can edit an evaluation in Draft state. VP can view any evaluation but cannot edit evaluation content. A Manager can only view and act on evaluations they created, and can only create evaluations for Employees assigned to them by a VP. Draft evaluations are stored server-side and are not tied to browser state.
## Collaboration & Approval Workflow
## Overview
The Collaboration & Approval Workflow feature routes evaluations through an internal review and approval process before they are submitted to the University of Waterloo. It replaces the current practice of emailing PDFs or JSON files between colleagues by giving evaluations a defined lifecycle — Draft, In Review, and Approved — that all stakeholders can see and act on within the platform.
## Terminology
* **Workflow State**: The current stage of an evaluation in the review and approval process. Valid states are: Draft, In Review, and Approved.
* **Approval**: A formal sign-off by a VP indicating that an evaluation is ready for submission to the University of Waterloo.
## Requirements
### REQ-COLLAB-001: Submit for Review
**User Story:** As a Manager, I want to submit a completed evaluation for internal review, so that it can be reviewed and approved by VP before submission to the university.
**Acceptance Criteria:**
* **AC-COLLAB-001.1:** When a Manager submits a Draft evaluation for review, the system shall transition the evaluation's state to In Review.
* **AC-COLLAB-001.2:** When an evaluation is In Review, the system shall make it visible and accessible to VP users.
* **AC-COLLAB-001.3:** When an evaluation is In Review, the system shall prevent the owning Manager from editing the content.
### REQ-COLLAB-002: Return Evaluation to Draft
**User Story:** As a VP, I want to return an evaluation to Draft, so that the Manager can make corrections before resubmitting.
**Acceptance Criteria:**
* **AC-COLLAB-002.1:** When a VP returns an In Review evaluation to Draft, the system shall transition the evaluation's state back to Draft.
* **AC-COLLAB-002.2:** When an evaluation is returned to Draft, the system shall allow the owning Manager to edit it again.
### REQ-COLLAB-003: Approve Evaluation
**User Story:** As a VP, I want to approve an evaluation, so that it is marked as ready for submission to the University of Waterloo.
**Acceptance Criteria:**
* **AC-COLLAB-003.1:** When a VP approves an In Review evaluation, the system shall transition the evaluation's state to Approved.
* **AC-COLLAB-003.2:** When an evaluation is Approved, the system shall prevent editing by any user.
## Feature Behavior & Rules
The evaluation workflow follows a linear progression: Draft → In Review → Approved. A Manager can only submit an evaluation that is in Draft state. Only a VP can approve an evaluation or return it to Draft. An Approved evaluation is locked — no edits are permitted by any role. If an Approved evaluation requires revision, a VP must return it to Draft first. The Admin role has no participation in the evaluation workflow.
## Export & Import
## Overview
The Export & Import feature allows evaluation data to be moved in and out of the platform in formats suited for different purposes. Markdown export supports submission to the University of Waterloo's official co-op portal. JSON export and import support migration from the previous tool and structured data sharing.
## Terminology
* **Markdown Export**: An export of evaluation content formatted as Markdown, structured to match the University of Waterloo co-op evaluation form for use in the official portal.
## Requirements
### REQ-EXPORT-001: Export Evaluation as Markdown
**User Story:** As a Manager, I want to export an evaluation as Markdown, so that I can use it to complete the official UW co-op evaluation form.
**Acceptance Criteria:**
>sed -n '261,560p' docs/Requirements.mdChunk ID: 829d86
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 195
Output:
* **AC-EXPORT-001.1:** When a Manager exports an evaluation as Markdown, the system shall generate a Markdown-formatted file containing all evaluation fields and their values.
* **AC-EXPORT-001.2:** When generating the Markdown export, the system shall structure the output to match the University of Waterloo co-op evaluation form format.
## Feature Behavior & Rules
Export is available on any evaluation regardless of its current workflow state. Import always creates a new Draft evaluation — it never overwrites an existing record. The Markdown export format corresponds to the University of Waterloo co-op evaluation portal structure. JSON export and import use the same schema, ensuring that a file exported from this platform can be re-imported without modification.
Requirements introduce several things the architecture doesn’t yet account for: Admin vs VP role terminology, workflow invariants, import/export schema, assignment scoping, and deployment/runtime details. I’m checking line numbers now so the critique can point to exact spots.
>nl -ba docs/Architecture.mdChunk ID: ebe491
Wall time: 0.0638 seconds
Process exited with code 0
Original token count: 71
Output:
1 This app will be Django-only (Django ORM and Templating, no React frontend)
2
3 For RBAC, we will use the Django Groups as roles and Permissions.
4
5 This app will be using SQLite as its database.
6
7 This app will be Dockerized for deployment.>nl -ba docs/Requirements.mdChunk ID: 0d4edc
Wall time: 0.0646 seconds
Process exited with code 0
Original token count: 4939
Output:
1 # HR - Performance Evaluation Platform - Requirements
2
3 ## Table of Contents
4
5 ### Overview Documents
6 - [Business Problem](#business-problem)
7 - [Current State](#current-state)
8 - [Product Description](#product-description)
9 - [Personas](#personas)
10 - [Success Metrics](#success-metrics)
11 - [Technical Requirements](#technical-requirements)
12
13 ### Feature Requirements
14 - [Authentication & Authorization](#authentication-authorization)
15 - [Evaluation Management](#evaluation-management)
16 - [Collaboration & Approval Workflow](#collaboration-approval-workflow)
17 - [Export & Import](#export-import)
18
19 ---
20
21 # Overview Documents
22
23 ## Business Problem
24
25 University of Waterloo's co-op program requires employers to provide structured, formal performance evaluations to students at the end of each work term. For organizations that hire several co-op students per term, managing this process internally creates real friction. Drafting evaluations, routing them to the right people for review, getting sign-off, and then submitting them to the university all require coordination that the evaluation form itself does not support.
26
27 The core problem is that the evaluation form and the internal collaboration process have never been unified in a single tool. Teams must work around this by passing annotated PDFs via email or converting evaluation content to plain text and sharing it through other channels. This introduces version confusion, increases administrative effort, and creates risk that evaluations are delayed, misfiled, or submitted without proper internal review.
28
29 ## Current State
30
31 The current internal tool is a standalone HTML form with no server backend. It captures UW co-op evaluation data and stores drafts in the browser's local storage. For sharing, users export the evaluation as JSON and send the file to colleagues, who import it on their own machine to view or edit. A Markdown export feature helps users copy evaluation content into the official University of Waterloo co-op portal.
32
33 While this tool solved the immediate problem of capturing structured evaluation data, it was designed as a single-user utility, not a multi-user workflow system. There is no authentication, no role-based access control, no server-side persistence, and no mechanism for routing an evaluation through review and approval. All collaboration happens outside the tool — over email or messaging — and any state saved in local storage is invisible to other users and lost if the browser is cleared.
34
35 ## Product Description
36
37 The Performance Evaluation Platform is a web-based enterprise HR application for managing UW co-op performance evaluations from creation to submission. It replaces the single-user HTML form with a multi-user system that supports the full lifecycle of an evaluation: creating and editing, saving drafts on the server, routing for internal review, collecting VP approval, and exporting for submission to the University of Waterloo.
38
39 Access is controlled by three roles — VP, Manager, and Employee — so that each user interacts with the system in a way appropriate to their function. The platform is intended for organizations that hire co-op students regularly and need a repeatable, auditable internal process in place of the current PDF-and-email approach.
40
41 ## Personas
42
43 The **VP** manages both the platform and the evaluation process. They create and manage user accounts, assign roles, and assign co-op Employees to Managers. They have organization-wide visibility into all evaluations, review submissions from Managers, and provide final approval before evaluations are submitted to the University of Waterloo. They can return evaluations to Draft if corrections are needed.
44
45 The **Manager** is the primary author of performance evaluations. They supervise co-op students directly and are responsible for creating, editing, and submitting evaluations for the Employees assigned to them. They can only view and act on evaluations they created. They initiate the review process by submitting a completed draft for VP review.
46
47 The **Employee** represents a co-op student placed at the organization. They are the subject of the performance evaluations created by their assigned Manager. Their platform access is the most restricted of the three roles and will be defined as the product is implemented.
48
49 ## Success Metrics
50
51 Success is measured primarily by whether the platform eliminates the coordination overhead of the current PDF-based process. Evaluations should be completed and submitted to the University of Waterloo on time without requiring email exchanges to share or route the document. The time Managers spend completing and routing evaluations should decrease relative to the previous process. All evaluations should pass through VP HR approval before submission. No evaluation data should be lost due to browser state issues or manual file management, as was a risk with the local-storage-based predecessor.
52
53 ## Technical Requirements
54
55 All access to the platform requires authentication — no functionality is accessible without a valid session. Role-based access control enforces the four defined roles (Admin, VP HR, Manager, Employee) at the application level, server-side. The platform is accessible via web browser with no client-side installation required. Evaluation data is persisted server-side, not in browser local storage.
56
57 # Feature Requirements
58
59 ## Authentication & Authorization
60
61 ## Overview
62
63 The Authentication & Authorization feature controls who can access the platform and what each user is permitted to do. All users must authenticate before accessing any part of the system. Three roles — VP, Manager, and Employee — determine the actions each user can take throughout the platform.
64
65 ## Terminology
66
67 * **Role**: A named set of permissions assigned to a user account that determines what actions they can perform.
68 * **RBAC**: Role-Based Access Control — permissions are granted based on a user's assigned role, not configured individually per user.
69 * **Session**: An authenticated state established after a successful login that persists for a defined period.
70
71 ## Requirements
72
73 ### REQ-AUTH-001: User Login
74
75 **User Story:** As a user, I want to log in with my credentials, so that I can access the platform.
76
77 **Acceptance Criteria:**
78
79 * **AC-AUTH-001.1:** When a user submits valid credentials, the system shall grant access and establish an authenticated session.
80 * **AC-AUTH-001.2:** When a user submits invalid credentials, the system shall deny access and display an error message.
81 * **AC-AUTH-001.3:** When a user's session expires, the system shall require re-authentication before allowing further access.
82
83 ### REQ-AUTH-002: User Account Management
84
85 **User Story:** As a VP, I want to create, edit, and deactivate user accounts, so that I can control who has access to the platform.
86
87 **Acceptance Criteria:**
88
89 * **AC-AUTH-002.1:** When a VP creates a user account, the system shall require a name, email address, and role.
90 * **AC-AUTH-002.2:** When a VP deactivates a user account, the system shall prevent that user from logging in.
91 * **AC-AUTH-002.3:** When a deactivated user attempts to log in, the system shall deny access.
92 * **AC-AUTH-002.4:** When a VP edits a user account, the system shall allow updating the user's name, email, and role.
93
94 ### REQ-AUTH-003: Role Assignment
95
96 **User Story:** As a VP, I want to assign a role to each user account, so that each user has the appropriate level of access.
97
98 **Acceptance Criteria:**
99
100 * **AC-AUTH-003.1:** When a VP creates or edits a user account, the system shall require selection of exactly one role from: VP, Manager, Employee.
101 * **AC-AUTH-003.2:** When a user's role is changed, the system shall enforce the updated permissions on their next request.
102
103 ### REQ-AUTH-004: Role-Based Access Enforcement
104
105 **User Story:** As a VP, I want all platform features and data to be access-controlled by role, so that users can only perform actions their role permits.
106
107 **Acceptance Criteria:**
108
109 * **AC-AUTH-004.1:** When a user attempts an action not permitted by their role, the system shall deny the action.
110 * **AC-AUTH-004.2:** The system shall enforce role permissions server-side on all data access and actions.
111
112 ### REQ-AUTH-005: Employee-Manager Assignment
113
114 **User Story:** As a VP, I want to assign co-op Employees to a Manager, so that the Manager can create evaluations for their assigned students.
115
116 **Acceptance Criteria:**
117
118 * **AC-AUTH-005.1:** When a VP assigns an Employee to a Manager, the system shall record the assignment and permit that Manager to create evaluations for that Employee.
119 * **AC-AUTH-005.2:** When a VP removes an Employee assignment from a Manager, the system shall prevent the Manager from creating new evaluations for that Employee.
120 * **AC-AUTH-005.3:** When a Manager attempts to create an evaluation for an Employee not assigned to them, the system shall deny the action.
121
122 ### REQ-AUTH-006: Manager Access Scope
123
124 **User Story:** As a Manager, I want my access scoped to my own evaluations and assigned Employees, so that I cannot view or act on data outside my responsibility.
125
126 **Acceptance Criteria:**
127
128 * **AC-AUTH-006.1:** When a Manager views the evaluations list, the system shall display only evaluations that the Manager created.
129 * **AC-AUTH-006.2:** When a Manager attempts to access an evaluation they did not create, the system shall deny access.
130 * **AC-AUTH-006.3:** When a Manager selects an Employee to evaluate, the system shall display only Employees assigned to that Manager.
131
132 ## Feature Behavior & Rules
133
134 All routes and API endpoints require an authenticated session. Role permissions are enforced server-side and cannot be bypassed through client-side manipulation. A VP cannot deactivate their own account. Each user holds exactly one role at a time. The three roles have distinct scopes: VP manages user accounts, assigns co-op Employees to Managers, and has full visibility and approval rights over all evaluations; Manager creates and submits evaluations only for their assigned Employees and can only view evaluations they own; Employee has the most restricted access in the system.
135
136 ## Evaluation Management
137
138 ## Overview
139
140 Evaluation Management is the core function of the platform. It allows Managers to create UW co-op performance evaluations for the students they supervise, save drafts at any point, and manage their evaluations through the review and approval lifecycle. Evaluations are persisted server-side, eliminating reliance on browser state.
141
142 ## Terminology
143
144 * **Evaluation**: A formal performance assessment completed by a Manager for a co-op student, structured according to the University of Waterloo co-op evaluation format.
145 * **Draft**: An evaluation that has been saved but not yet submitted for review or approval.
146
147 ## Requirements
148
149 ### REQ-EVAL-001: Create Evaluation
150
151 **User Story:** As a Manager, I want to create a new performance evaluation for a co-op student, so that I can document their performance for the term.
152
153 **Acceptance Criteria:**
154
155 * **AC-EVAL-001.1:** When a Manager creates a new evaluation, the system shall create an evaluation record associated with that Manager's account.
156 * **AC-EVAL-001.2:** When an evaluation is created, the system shall present the UW co-op evaluation form fields for the Manager to complete.
157 * **AC-EVAL-001.3:** When a new evaluation is created, the system shall set its initial state to Draft.
158
159 ### REQ-EVAL-002: Save Draft
160
161 **User Story:** As a Manager, I want to save an evaluation as a draft, so that I can return to it and continue editing later.
162
163 **Acceptance Criteria:**
164
165 * **AC-EVAL-002.1:** When a Manager saves a draft, the system shall persist the current state of all evaluation fields server-side.
166 * **AC-EVAL-002.2:** When a Manager opens a saved draft, the system shall restore all previously entered field values.
167 * **AC-EVAL-002.3:** When a draft is saved, the system shall not advance the evaluation in the workflow.
168
169 ### REQ-EVAL-003: Edit Evaluation
170
171 **User Story:** As a Manager, I want to edit an evaluation I created that is in Draft state, so that I can update the content before submitting it for review.
172
173 **Acceptance Criteria:**
174
175 * **AC-EVAL-003.1:** When a Manager opens an evaluation they own that is in Draft state, the system shall allow editing of all form fields.
176 * **AC-EVAL-003.2:** When a Manager attempts to edit an evaluation that is not in Draft state, the system shall prevent editing.
177
178 ### REQ-EVAL-004: View Evaluations
179
180 **User Story:** As a Manager, I want to view all evaluations I have created, so that I can track their content and current status.
181
182 **Acceptance Criteria:**
183
184 * **AC-EVAL-004.1:** When a Manager views the evaluations list, the system shall display all evaluations they own with their current workflow state.
185
186 ### REQ-EVAL-005: VP Evaluation Visibility
187
188 **User Story:** As a VP, I want to view all evaluations in the system, so that I can monitor the process and review submissions.
189
190 **Acceptance Criteria:**
191
192 * **AC-EVAL-005.1:** When a VP views the evaluations list, the system shall display all evaluations across all Managers and their current workflow states.
193
194 ## Feature Behavior & Rules
195
196 Evaluations are owned by the Manager who created them. Only the owning Manager can edit an evaluation in Draft state. VP can view any evaluation but cannot edit evaluation content. A Manager can only view and act on evaluations they created, and can only create evaluations for Employees assigned to them by a VP. Draft evaluations are stored server-side and are not tied to browser state.
197
198 ## Collaboration & Approval Workflow
199
200 ## Overview
201
202 The Collaboration & Approval Workflow feature routes evaluations through an internal review and approval process before they are submitted to the University of Waterloo. It replaces the current practice of emailing PDFs or JSON files between colleagues by giving evaluations a defined lifecycle — Draft, In Review, and Approved — that all stakeholders can see and act on within the platform.
203
204 ## Terminology
205
206 * **Workflow State**: The current stage of an evaluation in the review and approval process. Valid states are: Draft, In Review, and Approved.
207 * **Approval**: A formal sign-off by a VP indicating that an evaluation is ready for submission to the University of Waterloo.
208
209 ## Requirements
210
211 ### REQ-COLLAB-001: Submit for Review
212
213 **User Story:** As a Manager, I want to submit a completed evaluation for internal review, so that it can be reviewed and approved by VP before submission to the university.
214
215 **Acceptance Criteria:**
216
217 * **AC-COLLAB-001.1:** When a Manager submits a Draft evaluation for review, the system shall transition the evaluation's state to In Review.
218 * **AC-COLLAB-001.2:** When an evaluation is In Review, the system shall make it visible and accessible to VP users.
219 * **AC-COLLAB-001.3:** When an evaluation is In Review, the system shall prevent the owning Manager from editing the content.
220
221 ### REQ-COLLAB-002: Return Evaluation to Draft
222
223 **User Story:** As a VP, I want to return an evaluation to Draft, so that the Manager can make corrections before resubmitting.
224
225 **Acceptance Criteria:**
226
227 * **AC-COLLAB-002.1:** When a VP returns an In Review evaluation to Draft, the system shall transition the evaluation's state back to Draft.
228 * **AC-COLLAB-002.2:** When an evaluation is returned to Draft, the system shall allow the owning Manager to edit it again.
229
230 ### REQ-COLLAB-003: Approve Evaluation
231
232 **User Story:** As a VP, I want to approve an evaluation, so that it is marked as ready for submission to the University of Waterloo.
233
234 **Acceptance Criteria:**
235
236 * **AC-COLLAB-003.1:** When a VP approves an In Review evaluation, the system shall transition the evaluation's state to Approved.
237 * **AC-COLLAB-003.2:** When an evaluation is Approved, the system shall prevent editing by any user.
238
239 ## Feature Behavior & Rules
240
241 The evaluation workflow follows a linear progression: Draft → In Review → Approved. A Manager can only submit an evaluation that is in Draft state. Only a VP can approve an evaluation or return it to Draft. An Approved evaluation is locked — no edits are permitted by any role. If an Approved evaluation requires revision, a VP must return it to Draft first. The Admin role has no participation in the evaluation workflow.
242
243 ## Export & Import
244
245 ## Overview
246
247 The Export & Import feature allows evaluation data to be moved in and out of the platform in formats suited for different purposes. Markdown export supports submission to the University of Waterloo's official co-op portal. JSON export and import support migration from the previous tool and structured data sharing.
248
249 ## Terminology
250
251 * **Markdown Export**: An export of evaluation content formatted as Markdown, structured to match the University of Waterloo co-op evaluation form for use in the official portal.
252
253 ## Requirements
254
255 ### REQ-EXPORT-001: Export Evaluation as Markdown
256
257 **User Story:** As a Manager, I want to export an evaluation as Markdown, so that I can use it to complete the official UW co-op evaluation form.
258
259 **Acceptance Criteria:**
260
261 * **AC-EXPORT-001.1:** When a Manager exports an evaluation as Markdown, the system shall generate a Markdown-formatted file containing all evaluation fields and their values.
262 * **AC-EXPORT-001.2:** When generating the Markdown export, the system shall structure the output to match the University of Waterloo co-op evaluation form format.
263
264 ## Feature Behavior & Rules
265
266 Export is available on any evaluation regardless of its current workflow state. Import always creates a new Draft evaluation — it never overwrites an existing record. The Markdown export format corresponds to the University of Waterloo co-op evaluation portal structure. JSON export and import use the same schema, ensuring that a file exported from this platform can be re-imported without modification.
267
>git status --shortChunk ID: a31df2
Wall time: 0.0000 seconds
Process exited with code 128
Original token count: 18
Output:
fatal: not a git repository (or any of the parent directories): .git
{
"answers": {
"db_target": {
"answers": [
"SQLite only"
]
},
"employee_access": {
"answers": [
"No login v1 (Recommended)"
]
},
"admin_model": {
"answers": [
"VP only (Recommended)"
]
}
}
}<proposed_plan>
Revise docs/Architecture.md from four loose technology notes into a build-ready architecture document for a Django-only HR performance evaluation platform.
The revised architecture should explicitly lock these decisions:
Architecture.md:1 says Django-only but does not define app boundaries, view strategy, forms, templates, static assets, or whether any API surface exists.Architecture.md:3 mentions Django Groups/Permissions but does not resolve the requirements conflict between “three roles” and “four roles” in Requirements.md:55.Architecture.md:5 chooses SQLite without constraints: no persistence volume, backup strategy, concurrency warning, migration policy, or production suitability note.Architecture.md:7 says Dockerized but omits runtime shape: container command, environment variables, static files, migrations, secrets, health checks, and data volume.User, Profile or role membership, EmployeeProfile/employee subject records, ManagerAssignment, Evaluation, workflow state enum, and optional transition metadata.collectstatic, migrations on deploy, persistent volume for SQLite/media, and health/readiness endpoint.User, Group, Permission, login/logout/session machinery, and admin for technical maintenance.docs/Architecture.md into the build-ready architecture above.
</proposed_plan>Implement the plan.
I’ll turn the proposed architecture into the actual docs/Architecture.md now, keeping it build-oriented and aligned with the choices you locked: Django-only, SQLite v1, VP-only business admin, and no Employee login in v1.
>sed -n '1,260p' docs/Architecture.mdChunk ID: df1b5e
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 59
Output:
This app will be Django-only (Django ORM and Templating, no React frontend)
For RBAC, we will use the Django Groups as roles and Permissions.
This app will be using SQLite as its database.
This app will be Dockerized for deployment.I’m replacing the placeholder notes with a full architecture document that names the domain model, authorization checks, workflow rules, import/export approach, deployment shape, and test expectations.
The architecture rewrite is in place. I’ll do a quick read-through for formatting and consistency, then check the diff so I can catch any accidental ambiguity before wrapping up.
>sed -n '1,320p' docs/Architecture.mdChunk ID: c9fca3
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 2335
Output:
# HR Performance Evaluation Platform - Architecture
## Overview
The platform is a Django monolith for managing University of Waterloo co-op
performance evaluations. It uses Django's ORM, templates, forms, auth,
sessions, groups, permissions, migrations, and static file handling. There is no
React frontend and no separate API application in v1.
The v1 deployment target is a single Dockerized Django service backed by SQLite.
SQLite is an intentional v1 choice for a small internal workflow application.
The deployment must run as a single app instance with the database file stored
on durable mounted storage.
## Application Shape
The app should be built as a server-rendered Django application:
- Django views render HTML templates and process standard Django forms.
- All routes require an authenticated session unless they are part of login,
logout, password reset, or static asset delivery.
- Form submissions use Django CSRF protection.
- There is no public REST API in v1. JSON import/export are file operations
exposed through authenticated views.
- Business rules live in model methods, form validation, queryset scoping, or
small domain services rather than in templates.
Suggested Django apps:
- `accounts`: user profile, role helpers, user management, and manager-employee
assignment.
- `evaluations`: evaluation records, UW form fields, workflow transitions, and
import/export.
- `core`: shared layout, dashboard routing, health check, and common utilities.
This split is not mandatory, but the implementation should preserve the same
ownership boundaries.
## Roles And Authorization
The only product-facing business roles in v1 are:
- `VP`: manages users, assigns Employees to Managers, sees all evaluations, and
performs review/approval workflow actions.
- `Manager`: creates, edits, submits, imports, exports, and views only their own
evaluations for assigned Employees.
- `Employee`: represents the co-op student being evaluated. Employees do not log
in or access product workflows in v1.
Django superusers are technical operators for deployment and emergency
maintenance. They are not a product-facing Admin role.
RBAC should use Django `Group` records as business roles and Django
`Permission` records where they are useful for coarse-grained access. Every
active product user must belong to exactly one business role group. The
application must enforce this invariant when VPs create or edit users.
Authorization must be enforced server-side at every access point:
- Managers may list and open only evaluations they created.
- Managers may create evaluations only for Employees assigned to them.
- Managers may edit only their own Draft evaluations.
- VPs may list and open all evaluations.
- VPs may not edit evaluation content.
- Only VPs may approve evaluations or return them to Draft.
- A VP may not deactivate their own account.
- Employees have no login or route access in v1.
Do not rely on template hiding for security. Templates may hide unavailable
actions for usability, but views, forms, and querysets must perform the actual
checks.
## Domain Model
Use Django's built-in `User` model unless there is a concrete reason to replace
it before the first migration. Add profile or related domain models for
business-specific data.
Core records:
- `User`: Django auth user for VPs and Managers.
- `Employee`: co-op student subject of an evaluation. This may be a separate
model instead of an auth user because Employees do not log in in v1.
- `ManagerAssignment`: records that a Manager is allowed to evaluate a specific
Employee.
- `Evaluation`: stores the Manager owner, Employee subject, UW form fields,
workflow state, timestamps, and optional workflow metadata.
Evaluation ownership belongs to the Manager who created the record. Removing a
ManagerAssignment prevents new evaluations for that Employee, but does not
change ownership of existing evaluations.
The UW evaluation form should be represented as structured database fields when
the fields are stable. If parts of the legacy JSON payload are variable, use a
validated JSON field for those variable sections and keep stable metadata such
as owner, employee, workflow state, and timestamps as normal relational fields.
Recommended `Evaluation` metadata:
- `manager`
- `employee`
- `state`
- `created_at`
- `updated_at`
- `submitted_at`
- `approved_at`
- `approved_by`
- `returned_at`
- `returned_by`
## Workflow
The evaluation workflow states are:
- `Draft`
- `In Review`
- `Approved`
Valid transitions:
- Manager submits own `Draft` evaluation: `Draft` -> `In Review`.
- VP returns an `In Review` evaluation: `In Review` -> `Draft`.
- VP approves an `In Review` evaluation: `In Review` -> `Approved`.
An `Approved` evaluation is locked. No user may edit its content. If revision is
needed after approval, a VP must first return it to `Draft` through an explicit
workflow action.
Workflow transitions should be implemented through explicit methods or a small
service layer, not by directly assigning state from arbitrary views. Transition
code must validate:
- actor role;
- current state;
- evaluation ownership when the actor is a Manager;
- required timestamps and reviewer fields.
## Import And Export
Markdown export and JSON import/export are authenticated file operations.
Markdown export:
- Available to any user who can view the evaluation.
- Includes all stored evaluation fields and values.
- Uses a deterministic renderer that matches the UW co-op evaluation portal
structure.
- Does not mutate the evaluation or advance workflow state.
JSON export:
- Available to any user who can view the evaluation.
- Uses the same schema accepted by JSON import.
- Includes evaluation content, but should not grant access or preserve original
workflow state when imported.
JSON import:
- Available to Managers.
- Always creates a new `Draft` evaluation.
- Never overwrites an existing evaluation.
- Requires the selected Employee to be currently assigned to the importing
Manager.
- Validates the payload before creating the record and reports malformed or
unsupported files as form errors.
The import/export schema should be versioned so future UW form changes can be
handled without guessing which shape a file uses.
## Persistence
SQLite is the v1 database for local development and deployment.
Deployment requirements:
- The SQLite database file must live on a durable mounted volume, not inside an
ephemeral container filesystem.
- The app must run as a single writer instance. Do not horizontally scale the
Django container while using SQLite.
- Database migrations are the only supported schema change mechanism.
- Backups must copy the SQLite database file from the mounted volume while the
app is stopped or by using SQLite's backup-safe tooling.
- The deployment docs should include restore instructions before production use.
If usage grows beyond SQLite's practical limits, migrate to PostgreSQL. Signals
for that migration include frequent write contention, need for horizontal app
scaling, stricter availability requirements, or managed backup/restore needs.
## Docker Deployment
The Docker deployment should package the Django app and run it with production
settings supplied by environment variables.
Required configuration:
- `SECRET_KEY`
- `DEBUG=false`
- `ALLOWED_HOSTS`
- database file path on the mounted SQLite volume
- static files path or storage configuration
- CSRF trusted origins when deployed behind HTTPS or a reverse proxy
Container startup should:
- apply database migrations;
- collect static files during build or release;
- start the Django app through a production WSGI/ASGI server;
- expose a health check route that does not require authentication and does not
reveal sensitive data.
The Docker setup must mount persistent storage for the SQLite database and any
uploaded import files if uploads are retained. If uploaded files are processed
immediately and discarded, they do not need durable storage.
## Security And Operational Notes
- Password storage uses Django's built-in password hashing.
- Sessions use Django's session framework with secure cookie settings in
production.
- CSRF protection remains enabled for all form submissions.
- User deactivation sets `is_active=false` and prevents login.
- Audit-relevant fields should be recorded for submission, approval, return to
Draft, and user deactivation.
- Server logs must not include evaluation content or uploaded JSON payloads.
## Test Strategy
The build should include tests for:
- login, logout, inactive users, and session-required routes;
- exactly-one-business-role enforcement;
- VP user management and self-deactivation prevention;
- Manager queryset scoping for evaluation lists and details;
- assigned Employee enforcement during create and import;
- valid and invalid workflow transitions;
- edit locking outside Draft state;
- VP visibility without content edit permission;
- Markdown export content and access checks;
- JSON export/import round trip;
- malformed JSON import errors;
- Docker build and migration startup path.
These tests are part of the architecture because the highest-risk behavior is
authorization and workflow enforcement. Those rules should be proven at the
view/form/service layer, not just by model unit tests.
>git diff -- docs/Architecture.mdChunk ID: 9fc73c
Wall time: 0.0000 seconds
Process exited with code 129
Original token count: 1846
Output:
warning: Not a git repository. Use --no-index to compare two paths outside a working tree
usage: git diff --no-index [<options>] <path> <path> [<pathspec>...]
Diff output format options
-p, --patch generate patch
-s, --no-patch suppress diff output
-u generate patch
-U, --unified[=<n>] generate diffs with <n> lines context
-W, --[no-]function-context
generate diffs with <n> lines context
--raw generate the diff in raw format
--patch-with-raw synonym for '-p --raw'
--patch-with-stat synonym for '-p --stat'
--numstat machine friendly --stat
--shortstat output only the last line of --stat
-X, --dirstat[=<param1>,<param2>...]
output the distribution of relative amount of changes for each sub-directory
--cumulative synonym for --dirstat=cumulative
--dirstat-by-file[=<param1>,<param2>...]
synonym for --dirstat=files,<param1>,<param2>...
--check warn if changes introduce conflict markers or whitespace errors
--summary condensed summary such as creations, renames and mode changes
--name-only show only names of changed files
--name-status show only names and status of changed files
--stat[=<width>[,<name-width>[,<count>]]]
generate diffstat
--stat-width <width> generate diffstat with a given width
--stat-name-width <width>
generate diffstat with a given name width
--stat-graph-width <width>
generate diffstat with a given graph width
--stat-count <count> generate diffstat with limited lines
--[no-]compact-summary
generate compact summary in diffstat
--binary output a binary diff that can be applied
--[no-]full-index show full pre- and post-image object names on the "index" lines
--[no-]color[=<when>] show colored diff
--ws-error-highlight <kind>
highlight whitespace errors in the 'context', 'old' or 'new' lines in the diff
-z do not munge pathnames and use NULs as output field terminators in --raw or --numstat
--[no-]abbrev[=<n>] use <n> digits to display object names
--src-prefix <prefix> show the given source prefix instead of "a/"
--dst-prefix <prefix> show the given destination prefix instead of "b/"
--line-prefix <prefix>
prepend an additional prefix to every line of output
--no-prefix do not show any source or destination prefix
--default-prefix use default prefixes a/ and b/
--inter-hunk-context <n>
show context between diff hunks up to the specified number of lines
--output-indicator-new <char>
specify the character to indicate a new line instead of '+'
--output-indicator-old <char>
specify the character to indicate an old line instead of '-'
--output-indicator-context <char>
specify the character to indicate a context instead of ' '
Diff rename options
-B, --break-rewrites[=<n>[/<m>]]
break complete rewrite changes into pairs of delete and create
-M, --find-renames[=<n>]
detect renames
-D, --irreversible-delete
omit the preimage for deletes
-C, --find-copies[=<n>]
detect copies
--[no-]find-copies-harder
use unmodified files as source to find copies
--no-renames disable rename detection
--[no-]rename-empty use empty blobs as rename source
--[no-]follow continue listing the history of a file beyond renames
-l <n> prevent rename/copy detection if the number of rename/copy targets exceeds given limit
Diff algorithm options
--minimal produce the smallest possible diff
-w, --ignore-all-space
ignore whitespace when comparing lines
-b, --ignore-space-change
ignore changes in amount of whitespace
--ignore-space-at-eol ignore changes in whitespace at EOL
--ignore-cr-at-eol ignore carrier-return at the end of line
--ignore-blank-lines ignore changes whose lines are all blank
-I, --[no-]ignore-matching-lines <regex>
ignore changes whose all lines match <regex>
--[no-]indent-heuristic
heuristic to shift diff hunk boundaries for easy reading
--patience generate diff using the "patience diff" algorithm
--histogram generate diff using the "histogram diff" algorithm
--diff-algorithm <algorithm>
choose a diff algorithm
--anchored <text> generate diff using the "anchored diff" algorithm
--word-diff[=<mode>] show word diff, using <mode> to delimit changed words
--word-diff-regex <regex>
use <regex> to decide what a word is
--color-words[=<regex>]
equivalent to --word-diff=color --word-diff-regex=<regex>
--[no-]color-moved[=<mode>]
moved lines of code are colored differently
--[no-]color-moved-ws <mode>
how white spaces are ignored in --color-moved
Other diff options
--[no-]relative[=<prefix>]
when run from subdir, exclude changes outside and show relative paths
-a, --[no-]text treat all files as text
-R swap two inputs, reverse the diff
--[no-]exit-code exit with 1 if there were differences, 0 otherwise
--[no-]quiet disable all output of the program
--[no-]ext-diff allow an external diff helper to be executed
--[no-]textconv run external text conversion filters when comparing binary files
--ignore-submodules[=<when>]
ignore changes to submodules in the diff generation
--submodule[=<format>]
specify how differences in submodules are shown
--ita-invisible-in-index
hide 'git add -N' entries from the index
--ita-visible-in-index
treat 'git add -N' entries as real in the index
-S <string> look for differences that change the number of occurrences of the specified string
-G <regex> look for differences that change the number of occurrences of the specified regex
--pickaxe-all show all changes in the changeset with -S or -G
--pickaxe-regex treat <string> in -S as extended POSIX regular expression
-O <file> control the order in which files appear in the output
--rotate-to <path> show the change in the specified path first
--skip-to <path> skip the output to the specified path
--find-object <object-id>
look for differences that change the number of occurrences of the specified object
--diff-filter [(A|C|D|M|R|T|U|X|B)...[*]]
select files by diff type
--output <file> output to a specific file
Implemented the architecture rewrite in docs/Architecture.md.
It now covers the build-critical gaps: Django monolith shape, role model, Employee-as-subject v1 decision, server-side authorization, domain model, workflow transitions, import/export behavior, SQLite deployment constraints, Docker runtime expectations, security notes, and test strategy.
Verification: read the updated file end to end. git diff was not available because this directory is not a git repository.
remove the 3-app structure, we want to keep this as one simple Django app
I’ll adjust the architecture doc to remove the suggested multi-app split and make the intended implementation a single simple Django app.
>rg -n "Suggested Django apps|accounts|evaluations|core|ownership boundaries|Django apps|app" docs/Architecture.mdChunk ID: c33654
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 505
Output:
6:performance evaluations. It uses Django's ORM, templates, forms, auth,
8:React frontend and no separate API application in v1.
11:SQLite is an intentional v1 choice for a small internal workflow application.
12:The deployment must run as a single app instance with the database file stored
17:The app should be built as a server-rendered Django application:
28:Suggested Django apps:
30:- `accounts`: user profile, role helpers, user management, and manager-employee
32:- `evaluations`: evaluation records, UW form fields, workflow transitions, and
34:- `core`: shared layout, dashboard routing, health check, and common utilities.
37:ownership boundaries.
43:- `VP`: manages users, assigns Employees to Managers, sees all evaluations, and
44: performs review/approval workflow actions.
46: evaluations for assigned Employees.
56:application must enforce this invariant when VPs create or edit users.
60:- Managers may list and open only evaluations they created.
61:- Managers may create evaluations only for Employees assigned to them.
62:- Managers may edit only their own Draft evaluations.
63:- VPs may list and open all evaluations.
65:- Only VPs may approve evaluations or return them to Draft.
90:ManagerAssignment prevents new evaluations for that Employee, but does not
91:change ownership of existing evaluations.
106:- `approved_at`
107:- `approved_by`
123:- VP approves an `In Review` evaluation: `In Review` -> `Approved`.
126:needed after approval, a VP must first return it to `Draft` through an explicit
178:- The app must run as a single writer instance. Do not horizontally scale the
182: app is stopped or by using SQLite's backup-safe tooling.
186:for that migration include frequent write contention, need for horizontal app
191:The Docker deployment should package the Django app and run it with production
205:- apply database migrations;
207:- start the Django app through a production WSGI/ASGI server;
222:- Audit-relevant fields should be recorded for submission, approval, return to
The only place that still pushes a three-app layout is the “Suggested Django apps” subsection. I’m replacing that with a single-app structure and keeping the internal module boundaries lightweight.
The doc now says to use a single Django app. I’ll quickly scan the affected section to make sure it doesn’t still imply separate apps elsewhere.
>sed -n '15,55p' docs/Architecture.mdChunk ID: df44ee
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 458
Output:
## Application Shape
The app should be built as a server-rendered Django application:
- Django views render HTML templates and process standard Django forms.
- All routes require an authenticated session unless they are part of login,
logout, password reset, or static asset delivery.
- Form submissions use Django CSRF protection.
- There is no public REST API in v1. JSON import/export are file operations
exposed through authenticated views.
- Business rules live in model methods, form validation, queryset scoping, or
small domain services rather than in templates.
Use one Django project app for the v1 product rather than splitting the domain
across multiple Django apps. Keep the code simple, but separate concerns inside
that app with conventional modules:
- `models.py` for users' business profile data, Employees, ManagerAssignments,
and Evaluations.
- `forms.py` for login-adjacent user management, assignments, evaluations, and
import validation.
- `views.py` for authenticated page handlers and workflow actions.
- `services.py` or focused helper modules for workflow transitions and
import/export logic when that logic would otherwise make views or forms hard
to read.
- `templates/` and `static/` for the server-rendered UI.
## Roles And Authorization
The only product-facing business roles in v1 are:
- `VP`: manages users, assigns Employees to Managers, sees all evaluations, and
performs review/approval workflow actions.
- `Manager`: creates, edits, submits, imports, exports, and views only their own
evaluations for assigned Employees.
- `Employee`: represents the co-op student being evaluated. Employees do not log
in or access product workflows in v1.
Django superusers are technical operators for deployment and emergency
maintenance. They are not a product-facing Admin role.
>rg -n "Suggested Django apps|accounts|evaluations|core|multiple Django apps|single Django app|one Django project app" docs/Architecture.mdChunk ID: 630551
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 217
Output:
6:performance evaluations. It uses Django's ORM, templates, forms, auth,
28:Use one Django project app for the v1 product rather than splitting the domain
29:across multiple Django apps. Keep the code simple, but separate concerns inside
34:- `forms.py` for login-adjacent user management, assignments, evaluations, and
46:- `VP`: manages users, assigns Employees to Managers, sees all evaluations, and
49: evaluations for assigned Employees.
63:- Managers may list and open only evaluations they created.
64:- Managers may create evaluations only for Employees assigned to them.
65:- Managers may edit only their own Draft evaluations.
66:- VPs may list and open all evaluations.
68:- Only VPs may approve evaluations or return them to Draft.
93:ManagerAssignment prevents new evaluations for that Employee, but does not
94:change ownership of existing evaluations.
Updated docs/Architecture.md to remove the three-app structure.
It now specifies one simple Django project app for v1, with separation handled through normal modules like models.py, forms.py, views.py, optional services.py, templates/, and static/.
can you please remove the fluff and unnecessary details from docs/Architecture.md
I’ll tighten the architecture doc into a lean build guide: keep decisions and constraints, remove explanatory padding, and avoid repeating the requirements doc.
>sed -n '1,280p' docs/Architecture.mdChunk ID: ba632b
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 1697
Output:
# HR Performance Evaluation Platform - Architecture
## Overview
The platform is a Django monolith for managing University of Waterloo co-op
performance evaluations. It uses Django's ORM, templates, forms, auth,
sessions, groups, permissions, migrations, and static file handling. There is no
React frontend and no separate API application in v1.
The v1 deployment target is a single Dockerized Django service backed by SQLite.
SQLite is an intentional v1 choice for a small internal workflow application.
The deployment must run as a single app instance with the database file stored
on durable mounted storage.
## Application Shape
The app should be built as a server-rendered Django application:
- Django views render HTML templates and process standard Django forms.
- All routes require an authenticated session unless they are part of login,
logout, password reset, or static asset delivery.
- Form submissions use Django CSRF protection.
- There is no public REST API in v1. JSON import/export are file operations
exposed through authenticated views.
- Business rules live in model methods, form validation, queryset scoping, or
small domain services rather than in templates.
Use one Django project app for the v1 product rather than splitting the domain
across multiple Django apps. Keep the code simple, but separate concerns inside
that app with conventional modules:
- `models.py` for users' business profile data, Employees, ManagerAssignments,
and Evaluations.
- `forms.py` for login-adjacent user management, assignments, evaluations, and
import validation.
- `views.py` for authenticated page handlers and workflow actions.
- `services.py` or focused helper modules for workflow transitions and
import/export logic when that logic would otherwise make views or forms hard
to read.
- `templates/` and `static/` for the server-rendered UI.
## Roles And Authorization
The only product-facing business roles in v1 are:
- `VP`: manages users, assigns Employees to Managers, sees all evaluations, and
performs review/approval workflow actions.
- `Manager`: creates, edits, submits, imports, exports, and views only their own
evaluations for assigned Employees.
- `Employee`: represents the co-op student being evaluated. Employees do not log
in or access product workflows in v1.
Django superusers are technical operators for deployment and emergency
maintenance. They are not a product-facing Admin role.
RBAC should use Django `Group` records as business roles and Django
`Permission` records where they are useful for coarse-grained access. Every
active product user must belong to exactly one business role group. The
application must enforce this invariant when VPs create or edit users.
Authorization must be enforced server-side at every access point:
- Managers may list and open only evaluations they created.
- Managers may create evaluations only for Employees assigned to them.
- Managers may edit only their own Draft evaluations.
- VPs may list and open all evaluations.
- VPs may not edit evaluation content.
- Only VPs may approve evaluations or return them to Draft.
- A VP may not deactivate their own account.
- Employees have no login or route access in v1.
Do not rely on template hiding for security. Templates may hide unavailable
actions for usability, but views, forms, and querysets must perform the actual
checks.
## Workflow
The evaluation workflow states are:
- `Draft`
- `In Review`
- `Approved`
Valid transitions:
- Manager submits own `Draft` evaluation: `Draft` -> `In Review`.
- VP returns an `In Review` evaluation: `In Review` -> `Draft`.
- VP approves an `In Review` evaluation: `In Review` -> `Approved`.
An `Approved` evaluation is locked. No user may edit its content. If revision is
needed after approval, a VP must first return it to `Draft` through an explicit
workflow action.
Workflow transitions should be implemented through explicit methods or a small
service layer, not by directly assigning state from arbitrary views. Transition
code must validate:
- actor role;
- current state;
- evaluation ownership when the actor is a Manager;
- required timestamps and reviewer fields.
## Import And Export
Markdown export and JSON import/export are authenticated file operations.
Markdown export:
- Available to any user who can view the evaluation.
- Includes all stored evaluation fields and values.
- Uses a deterministic renderer that matches the UW co-op evaluation portal
structure.
- Does not mutate the evaluation or advance workflow state.
## Persistence
SQLite is the v1 database for local development and deployment.
Deployment requirements:
- The SQLite database file must live on a durable mounted volume, not inside an
ephemeral container filesystem.
- The app must run as a single writer instance. Do not horizontally scale the
Django container while using SQLite.
- Database migrations are the only supported schema change mechanism.
- Backups must copy the SQLite database file from the mounted volume while the
app is stopped or by using SQLite's backup-safe tooling.
- The deployment docs should include restore instructions before production use.
If usage grows beyond SQLite's practical limits, migrate to PostgreSQL. Signals
for that migration include frequent write contention, need for horizontal app
scaling, stricter availability requirements, or managed backup/restore needs.
## Docker Deployment
The Docker deployment should package the Django app and run it with production
settings supplied by environment variables.
Required configuration:
- `SECRET_KEY`
- `DEBUG=false`
- `ALLOWED_HOSTS`
- database file path on the mounted SQLite volume
- static files path or storage configuration
- CSRF trusted origins when deployed behind HTTPS or a reverse proxy
Container startup should:
- apply database migrations;
- collect static files during build or release;
- start the Django app through a production WSGI/ASGI server;
- expose a health check route that does not require authentication and does not
reveal sensitive data.
The Docker setup must mount persistent storage for the SQLite database and any
uploaded import files if uploads are retained. If uploaded files are processed
immediately and discarded, they do not need durable storage.
## Security And Operational Notes
- Password storage uses Django's built-in password hashing.
- Sessions use Django's session framework with secure cookie settings in
production.
- CSRF protection remains enabled for all form submissions.
- User deactivation sets `is_active=false` and prevents login.
- Audit-relevant fields should be recorded for submission, approval, return to
Draft, and user deactivation.
- Server logs must not include evaluation content or uploaded JSON payloads.
I’m going to replace the verbose sections with a shorter decision record. It will keep the architecture choices needed to build, but drop rationale and repeated acceptance criteria.
The doc is now condensed. I’ll scan it once to make sure the important build constraints survived and the wording is still direct.
>sed -n '1,240p' docs/Architecture.mdChunk ID: 1f7262
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 1096
Output:
# HR Performance Evaluation Platform - Architecture
## Stack
- Django monolith.
- Django ORM, templates, forms, auth, sessions, groups, permissions, and
migrations.
- One Django project app for v1.
- No React.
- No public REST API in v1.
- SQLite for local development and deployment.
- Dockerized single-instance deployment.
## App Structure
Keep the app simple:
- `models.py`: Employees, ManagerAssignments, Evaluations, and profile data if
needed.
- `forms.py`: user management, assignments, evaluations, and import validation.
- `views.py`: authenticated pages and workflow actions.
- `services.py`: workflow transitions and import/export logic if views become
too large.
- `templates/` and `static/`: server-rendered UI.
## Roles
Business roles:
- `VP`: manages users and assignments; views all evaluations; approves or
returns evaluations.
- `Manager`: creates, edits, submits, imports, exports, and views only their own
evaluations for assigned Employees.
- `Employee`: evaluation subject only; no login in v1.
Django superusers are technical operators, not a product Admin role.
Use Django `Group` records for roles. Each active product user must have exactly
one business role.
## Authorization
Enforce authorization in views, forms, and querysets, not only in templates.
- All product routes require login.
- Managers see only evaluations they created.
- Managers create evaluations only for assigned Employees.
- Managers edit only their own `Draft` evaluations.
- VPs see all evaluations.
- VPs cannot edit evaluation content.
- Only VPs approve or return evaluations.
- VPs cannot deactivate their own account.
- Employees have no route access in v1.
## Core Models
- `Employee`: co-op student being evaluated.
- `ManagerAssignment`: Manager-to-Employee assignment.
- `Evaluation`: Manager owner, Employee subject, UW form data, workflow state,
timestamps, and reviewer metadata.
Removing a `ManagerAssignment` prevents new evaluations for that Employee. It
does not change ownership of existing evaluations.
Store stable UW form fields as normal model fields. Use a validated JSON field
only for form sections that are expected to change.
## Workflow
States:
- `Draft`
- `In Review`
- `Approved`
Transitions:
- Manager submits own `Draft`: `Draft` -> `In Review`.
- VP returns `In Review`: `In Review` -> `Draft`.
- VP approves `In Review`: `In Review` -> `Approved`.
`Approved` evaluations are locked. Workflow state changes should go through
explicit methods or service functions that validate actor role, current state,
ownership, and timestamps.
## Import And Export
Markdown export:
- Available to users who can view the evaluation.
- Includes all evaluation fields.
- Does not change workflow state.
JSON export:
- Available to users who can view the evaluation.
- Uses the same schema accepted by JSON import.
JSON import:
- Manager-only.
- Always creates a new `Draft` evaluation.
- Never overwrites an existing evaluation.
- Requires the selected Employee to be assigned to the importing Manager.
- Validates schema before saving.
Version the JSON schema.
## Persistence
SQLite is the v1 database.
- Store the SQLite file on a mounted Docker volume.
- Run one app instance while using SQLite.
- Use Django migrations for all schema changes.
- Back up the SQLite database from the mounted volume.
- Move to PostgreSQL if write contention, horizontal scaling, or managed
availability becomes necessary.
## Docker
Required environment:
- `SECRET_KEY`
- `DEBUG=false`
- `ALLOWED_HOSTS`
- SQLite database path
- static files configuration
- CSRF trusted origins when behind HTTPS or a proxy
Container startup should run migrations, serve collected static files, and start
Django with a production WSGI/ASGI server.
## Security
- Use Django password hashing.
- Keep CSRF enabled.
- Set secure session/cookie settings in production.
- Deactivation sets `is_active=false`.
- Do not log evaluation content or uploaded JSON payloads.
## Tests
Cover:
- login, logout, inactive users, and session-required routes;
- exactly-one-role enforcement;
- VP user management and self-deactivation prevention;
- Manager scoping and assignment checks;
- workflow transitions and edit locking;
- Markdown export access/content;
- JSON import/export round trip and malformed JSON handling;
- Docker build and migration startup.
Trimmed docs/Architecture.md down into a concise build-oriented architecture doc.
It keeps the key decisions: single Django app, role model, authorization rules, core models, workflow, import/export, SQLite/Docker constraints, security basics, and test coverage. Removed the longer rationale and repeated requirement-style detail.
Set up git repository and Agentic Engineering structures (i.e. AGENTS.md and .skills if needed) for a Dockerized Django app with SQLite as the backend. One thing to note, always consult, and if needed update, docs/Architecture.md
I’ll read the current architecture and repo state first, then initialize git and add the agent-facing project instructions around the Django/SQLite/Docker direction.
>sed -n '1,240p' docs/Architecture.mdChunk ID: e32a4c
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 1096
Output:
# HR Performance Evaluation Platform - Architecture
## Stack
- Django monolith.
- Django ORM, templates, forms, auth, sessions, groups, permissions, and
migrations.
- One Django project app for v1.
- No React.
- No public REST API in v1.
- SQLite for local development and deployment.
- Dockerized single-instance deployment.
## App Structure
Keep the app simple:
- `models.py`: Employees, ManagerAssignments, Evaluations, and profile data if
needed.
- `forms.py`: user management, assignments, evaluations, and import validation.
- `views.py`: authenticated pages and workflow actions.
- `services.py`: workflow transitions and import/export logic if views become
too large.
- `templates/` and `static/`: server-rendered UI.
## Roles
Business roles:
- `VP`: manages users and assignments; views all evaluations; approves or
returns evaluations.
- `Manager`: creates, edits, submits, imports, exports, and views only their own
evaluations for assigned Employees.
- `Employee`: evaluation subject only; no login in v1.
Django superusers are technical operators, not a product Admin role.
Use Django `Group` records for roles. Each active product user must have exactly
one business role.
## Authorization
Enforce authorization in views, forms, and querysets, not only in templates.
- All product routes require login.
- Managers see only evaluations they created.
- Managers create evaluations only for assigned Employees.
- Managers edit only their own `Draft` evaluations.
- VPs see all evaluations.
- VPs cannot edit evaluation content.
- Only VPs approve or return evaluations.
- VPs cannot deactivate their own account.
- Employees have no route access in v1.
## Core Models
- `Employee`: co-op student being evaluated.
- `ManagerAssignment`: Manager-to-Employee assignment.
- `Evaluation`: Manager owner, Employee subject, UW form data, workflow state,
timestamps, and reviewer metadata.
Removing a `ManagerAssignment` prevents new evaluations for that Employee. It
does not change ownership of existing evaluations.
Store stable UW form fields as normal model fields. Use a validated JSON field
only for form sections that are expected to change.
## Workflow
States:
- `Draft`
- `In Review`
- `Approved`
Transitions:
- Manager submits own `Draft`: `Draft` -> `In Review`.
- VP returns `In Review`: `In Review` -> `Draft`.
- VP approves `In Review`: `In Review` -> `Approved`.
`Approved` evaluations are locked. Workflow state changes should go through
explicit methods or service functions that validate actor role, current state,
ownership, and timestamps.
## Import And Export
Markdown export:
- Available to users who can view the evaluation.
- Includes all evaluation fields.
- Does not change workflow state.
JSON export:
- Available to users who can view the evaluation.
- Uses the same schema accepted by JSON import.
JSON import:
- Manager-only.
- Always creates a new `Draft` evaluation.
- Never overwrites an existing evaluation.
- Requires the selected Employee to be assigned to the importing Manager.
- Validates schema before saving.
Version the JSON schema.
## Persistence
SQLite is the v1 database.
- Store the SQLite file on a mounted Docker volume.
- Run one app instance while using SQLite.
- Use Django migrations for all schema changes.
- Back up the SQLite database from the mounted volume.
- Move to PostgreSQL if write contention, horizontal scaling, or managed
availability becomes necessary.
## Docker
Required environment:
- `SECRET_KEY`
- `DEBUG=false`
- `ALLOWED_HOSTS`
- SQLite database path
- static files configuration
- CSRF trusted origins when behind HTTPS or a proxy
Container startup should run migrations, serve collected static files, and start
Django with a production WSGI/ASGI server.
## Security
- Use Django password hashing.
- Keep CSRF enabled.
- Set secure session/cookie settings in production.
- Deactivation sets `is_active=false`.
- Do not log evaluation content or uploaded JSON payloads.
## Tests
Cover:
- login, logout, inactive users, and session-required routes;
- exactly-one-role enforcement;
- VP user management and self-deactivation prevention;
- Manager scoping and assignment checks;
- workflow transitions and edit locking;
- Markdown export access/content;
- JSON import/export round trip and malformed JSON handling;
- Docker build and migration startup.
>find . -maxdepth 3 -type f -printChunk ID: d53b21
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 12
Output:
./docs/Requirements.md
./docs/Architecture.md
>ls -laChunk ID: b09e99
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 40
Output:
total 0
drwxr-xr-x@ 3 sahand staff 96 May 20 12:37 .
drwxr-xr-x@ 26 sahand staff 832 May 20 11:49 ..
drwxr-xr-x@ 4 sahand staff 128 May 20 14:33 docs
The repo is docs-only right now, and docs/Architecture.md already matches the requested stack. I’m going to initialize git, add a Django/Docker/SQLite .gitignore, and create AGENTS.md with the project rules, including the requirement to consult architecture before changes.
>git initChunk ID: 9d021d
Wall time: 0.0000 seconds
Process exited with code 1
Original token count: 23
Output:
/Users/sahand/src/tries/2026-05-20-performance-eval-platform/.git: Operation not permitted
>git initaborted by user after 14.9sUnderstood. I’ll treat https://github.com/ssojoodi/uw-performance-eval as the Git remote for this working directory. I’ll first check whether that remote already has history, then initialize this directory and wire origin to it.
>git ls-remote https://github.com/ssojoodi/uw-performance-evalChunk ID: bd229a
Wall time: 0.1147 seconds
Process exited with code 0
Original token count: 26
Output:
cfd3f9a9324aebe8f7e29ae6a07d2b3e8ce44181 HEAD
cfd3f9a9324aebe8f7e29ae6a07d2b3e8ce44181 refs/heads/main
The GitHub repo exists and has a main branch. I’m going to initialize this directory as a git repo, add that URL as origin, and fetch origin/main so we can see how the local docs relate to the remote history.
>git initChunk ID: f476fd
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 26
Output:
Initialized empty Git repository in /Users/sahand/src/tries/2026-05-20-performance-eval-platform/.git/
>git remote add origin https://github.com/ssojoodi/uw-performance-evalChunk ID: 8134b1
Wall time: 0.0000 seconds
Process exited with code 128
Original token count: 42
Output:
error: could not lock config file .git/config: Operation not permitted
fatal: could not set 'remote.origin.url' to 'https://github.com/ssojoodi/uw-performance-eval'
>git status --shortChunk ID: a9c0e9
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 3
Output:
?? docs/
The repo initialized, but updating .git/config is blocked by the sandbox, so I’m rerunning the remote setup with approval.
>git remote add origin https://github.com/ssojoodi/uw-performance-evalChunk ID: ce3edd
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 0
Output:
>git fetch origin mainChunk ID: c695e9
Wall time: 0.1981 seconds
Process exited with code 0
Original token count: 37
Output:
From https://github.com/ssojoodi/uw-performance-eval
* branch main -> FETCH_HEAD
* [new branch] main -> origin/main
origin/main is fetched. I’ll inspect the remote file list before adding agent structures so I don’t accidentally contradict existing repo content.
>git ls-tree -r --name-only origin/mainChunk ID: 572c7f
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 5
Output:
.gitignore
LICENSE
>git status --short --branchChunk ID: d977f5
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 10
Output:
## No commits yet on master
?? docs/
>git remote -vChunk ID: ed5106
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 32
Output:
origin https://github.com/ssojoodi/uw-performance-eval (fetch)
origin https://github.com/ssojoodi/uw-performance-eval (push)
The remote currently only has .gitignore and LICENSE. I’m going to put this working tree on main tracking origin/main, then add the local docs and agent guidance on top.
>git checkout -b main origin/mainChunk ID: 9b8a4a
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 20
Output:
Switched to a new branch 'main'
branch 'main' set up to track 'origin/main'.
>find . -maxdepth 3 -type f -not -path './.git/*' -printChunk ID: 1c884d
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 18
Output:
./LICENSE
./docs/Requirements.md
./docs/Architecture.md
./.gitignore
>sed -n '1,200p' .gitignoreChunk ID: 2a4380
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 1082
Output:
# Byte-compiled / optimized / DLL files
__pycache__/
*.py[codz]
*$py.class
# C extensions
*.so
# Distribution / packaging
.Python
build/
develop-eggs/
dist/
downloads/
eggs/
.eggs/
lib/
lib64/
parts/
sdist/
var/
wheels/
share/python-wheels/
*.egg-info/
.installed.cfg
*.egg
MANIFEST
# PyInstaller
# Usually these files are written by a python script from a template
# before PyInstaller builds the exe, so as to inject date/other infos into it.
*.manifest
*.spec
# Installer logs
pip-log.txt
pip-delete-this-directory.txt
# Unit test / coverage reports
htmlcov/
.tox/
.nox/
.coverage
.coverage.*
.cache
nosetests.xml
coverage.xml
*.cover
*.py.cover
.hypothesis/
.pytest_cache/
cover/
# Translations
*.mo
*.pot
# Django stuff:
*.log
local_settings.py
db.sqlite3
db.sqlite3-journal
# Flask stuff:
instance/
.webassets-cache
# Scrapy stuff:
.scrapy
# Sphinx documentation
docs/_build/
# PyBuilder
.pybuilder/
target/
# Jupyter Notebook
.ipynb_checkpoints
# IPython
profile_default/
ipython_config.py
# pyenv
# For a library or package, you might want to ignore these files since the code is
# intended to run in multiple environments; otherwise, check them in:
# .python-version
# pipenv
# According to pypa/pipenv#598, it is recommended to include Pipfile.lock in version control.
# However, in case of collaboration, if having platform-specific dependencies or dependencies
# having no cross-platform support, pipenv may install dependencies that don't work, or not
# install all needed dependencies.
# Pipfile.lock
# UV
# Similar to Pipfile.lock, it is generally recommended to include uv.lock in version control.
# This is especially recommended for binary packages to ensure reproducibility, and is more
# commonly ignored for libraries.
# uv.lock
# poetry
# Similar to Pipfile.lock, it is generally recommended to include poetry.lock in version control.
# This is especially recommended for binary packages to ensure reproducibility, and is more
# commonly ignored for libraries.
# https://python-poetry.org/docs/basic-usage/#commit-your-poetrylock-file-to-version-control
# poetry.lock
# poetry.toml
# pdm
# Similar to Pipfile.lock, it is generally recommended to include pdm.lock in version control.
# pdm recommends including project-wide configuration in pdm.toml, but excluding .pdm-python.
# https://pdm-project.org/en/latest/usage/project/#working-with-version-control
# pdm.lock
# pdm.toml
.pdm-python
.pdm-build/
# pixi
# Similar to Pipfile.lock, it is generally recommended to include pixi.lock in version control.
# pixi.lock
# Pixi creates a virtual environment in the .pixi directory, just like venv module creates one
# in the .venv directory. It is recommended not to include this directory in version control.
.pixi
# PEP 582; used by e.g. github.com/David-OConnor/pyflow and github.com/pdm-project/pdm
__pypackages__/
# Celery stuff
celerybeat-schedule
celerybeat.pid
# Redis
*.rdb
*.aof
*.pid
# RabbitMQ
mnesia/
rabbitmq/
rabbitmq-data/
# ActiveMQ
activemq-data/
# SageMath parsed files
*.sage.py
# Environments
.env
.envrc
.venv
env/
venv/
ENV/
env.bak/
venv.bak/
# Spyder project settings
.spyderproject
.spyproject
# Rope project settings
.ropeproject
# mkdocs documentation
/site
# mypy
.mypy_cache/
.dmypy.json
dmypy.json
# Pyre type checker
.pyre/
# pytype static type analyzer
.pytype/
# Cython debug symbols
cython_debug/
# PyCharm
# JetBrains specific template is maintained in a separate JetBrains.gitignore that can
# be found at https://github.com/github/gitignore/blob/main/Global/JetBrains.gitignore
# and can be added to the global gitignore or merged into this file. For a more nuclear
# option (not recommended) you can uncomment the following to ignore the entire idea folder.
# .idea/
# Abstra
# Abstra is an AI-powered process automation framework.
# Ignore directories containing user credentials, local state, and settings.
# Learn more at https://abstra.io/docs
.abstra/
# Visual Studio Code
# Visual Studio Code specific template is maintained in a separate VisualStudioCode.gitignore
# that can be found at https://github.com/github/gitignore/blob/main/Global/VisualStudioCode.gitignore
# and can be added to the global gitignore or merged into this file. However, if you prefer,
>git status --short --branchChunk ID: 65c193
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 8
Output:
## main...origin/main
?? docs/
I’ll use the skill-creator guidance for the project-specific .skills structure so the local skill is minimal and useful instead of decorative.
>sed -n '1,220p' /Users/sahand/.codex/skills/.system/skill-creator/SKILL.mdChunk ID: 7b9108
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 2744
Output:
---
name: skill-creator
description: Guide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Codex's capabilities with specialized knowledge, workflows, or tool integrations.
metadata:
short-description: Create or update a skill
---
# Skill Creator
This skill provides guidance for creating effective skills.
## About Skills
Skills are modular, self-contained folders that extend Codex's capabilities by providing
specialized knowledge, workflows, and tools. Think of them as "onboarding guides" for specific
domains or tasks—they transform Codex from a general-purpose agent into a specialized agent
equipped with procedural knowledge that no model can fully possess.
### What Skills Provide
1. Specialized workflows - Multi-step procedures for specific domains
2. Tool integrations - Instructions for working with specific file formats or APIs
3. Domain expertise - Company-specific knowledge, schemas, business logic
4. Bundled resources - Scripts, references, and assets for complex and repetitive tasks
## Core Principles
### Concise is Key
The context window is a public good. Skills share the context window with everything else Codex needs: system prompt, conversation history, other Skills' metadata, and the actual user request.
**Default assumption: Codex is already very smart.** Only add context Codex doesn't already have. Challenge each piece of information: "Does Codex really need this explanation?" and "Does this paragraph justify its token cost?"
Prefer concise examples over verbose explanations.
### Set Appropriate Degrees of Freedom
Match the level of specificity to the task's fragility and variability:
**High freedom (text-based instructions)**: Use when multiple approaches are valid, decisions depend on context, or heuristics guide the approach.
**Medium freedom (pseudocode or scripts with parameters)**: Use when a preferred pattern exists, some variation is acceptable, or configuration affects behavior.
**Low freedom (specific scripts, few parameters)**: Use when operations are fragile and error-prone, consistency is critical, or a specific sequence must be followed.
Think of Codex as exploring a path: a narrow bridge with cliffs needs specific guardrails (low freedom), while an open field allows many routes (high freedom).
### Protect Validation Integrity
You may use subagents during iteration to validate whether a skill works on realistic tasks or whether a suspected problem is real. This is most useful when you want an independent pass on the skill's behavior, outputs, or failure modes after a revision. Only do this when it is possible to start new subagents.
When using subagents for validation, treat that as an evaluation surface. The goal is to learn whether the skill generalizes, not whether another agent can reconstruct the answer from leaked context.
Prefer raw artifacts such as example prompts, outputs, diffs, logs, or traces. Give the minimum task-local context needed to perform the validation. Avoid passing the intended answer, suspected bug, intended fix, or your prior conclusions unless the validation explicitly requires them.
### Anatomy of a Skill
Every skill consists of a required SKILL.md file and optional bundled resources:
```
skill-name/
├── SKILL.md (required)
│ ├── YAML frontmatter metadata (required)
│ │ ├── name: (required)
│ │ └── description: (required)
│ └── Markdown instructions (required)
├── agents/ (recommended)
│ └── openai.yaml - UI metadata for skill lists and chips
└── Bundled Resources (optional)
├── scripts/ - Executable code (Python/Bash/etc.)
├── references/ - Documentation intended to be loaded into context as needed
└── assets/ - Files used in output (templates, icons, fonts, etc.)
```
#### SKILL.md (required)
Every SKILL.md consists of:
- **Frontmatter** (YAML): Contains `name` and `description` fields. These are the only fields that Codex reads to determine when the skill gets used, thus it is very important to be clear and comprehensive in describing what the skill is, and when it should be used.
- **Body** (Markdown): Instructions and guidance for using the skill. Only loaded AFTER the skill triggers (if at all).
#### Agents metadata (recommended)
- UI-facing metadata for skill lists and chips
- Read references/openai_yaml.md before generating values and follow its descriptions and constraints
- Create: human-facing `display_name`, `short_description`, and `default_prompt` by reading the skill
- Generate deterministically by passing the values as `--interface key=value` to `scripts/generate_openai_yaml.py` or `scripts/init_skill.py`
- On updates: validate `agents/openai.yaml` still matches SKILL.md; regenerate if stale
- Only include other optional interface fields (icons, brand color) if explicitly provided
- See references/openai_yaml.md for field definitions and examples
#### Bundled Resources (optional)
##### Scripts (`scripts/`)
Executable code (Python/Bash/etc.) for tasks that require deterministic reliability or are repeatedly rewritten.
- **When to include**: When the same code is being rewritten repeatedly or deterministic reliability is needed
- **Example**: `scripts/rotate_pdf.py` for PDF rotation tasks
- **Benefits**: Token efficient, deterministic, may be executed without loading into context
- **Note**: Scripts may still need to be read by Codex for patching or environment-specific adjustments
##### References (`references/`)
Documentation and reference material intended to be loaded as needed into context to inform Codex's process and thinking.
- **When to include**: For documentation that Codex should reference while working
- **Examples**: `references/finance.md` for financial schemas, `references/mnda.md` for company NDA template, `references/policies.md` for company policies, `references/api_docs.md` for API specifications
- **Use cases**: Database schemas, API documentation, domain knowledge, company policies, detailed workflow guides
- **Benefits**: Keeps SKILL.md lean, loaded only when Codex determines it's needed
- **Best practice**: If files are large (>10k words), include grep search patterns in SKILL.md
- **Avoid duplication**: Information should live in either SKILL.md or references files, not both. Prefer references files for detailed information unless it's truly core to the skill—this keeps SKILL.md lean while making information discoverable without hogging the context window. Keep only essential procedural instructions and workflow guidance in SKILL.md; move detailed reference material, schemas, and examples to references files.
##### Assets (`assets/`)
Files not intended to be loaded into context, but rather used within the output Codex produces.
- **When to include**: When the skill needs files that will be used in the final output
- **Examples**: `assets/logo.png` for brand assets, `assets/slides.pptx` for PowerPoint templates, `assets/frontend-template/` for HTML/React boilerplate, `assets/font.ttf` for typography
- **Use cases**: Templates, images, icons, boilerplate code, fonts, sample documents that get copied or modified
- **Benefits**: Separates output resources from documentation, enables Codex to use files without loading them into context
#### What to Not Include in a Skill
A skill should only contain essential files that directly support its functionality. Do NOT create extraneous documentation or auxiliary files, including:
- README.md
- INSTALLATION_GUIDE.md
- QUICK_REFERENCE.md
- CHANGELOG.md
- etc.
The skill should only contain the information needed for an AI agent to do the job at hand. It should not contain auxiliary context about the process that went into creating it, setup and testing procedures, user-facing documentation, etc. Creating additional documentation files just adds clutter and confusion.
### Progressive Disclosure Design Principle
Skills use a three-level loading system to manage context efficiently:
1. **Metadata (name + description)** - Always in context (~100 words)
2. **SKILL.md body** - When skill triggers (<5k words)
3. **Bundled resources** - As needed by Codex (Unlimited because scripts can be executed without reading into context window)
#### Progressive Disclosure Patterns
Keep SKILL.md body to the essentials and under 500 lines to minimize context bloat. Split content into separate files when approaching this limit. When splitting out content into other files, it is very important to reference them from SKILL.md and describe clearly when to read them, to ensure the reader of the skill knows they exist and when to use them.
**Key principle:** When a skill supports multiple variations, frameworks, or options, keep only the core workflow and selection guidance in SKILL.md. Move variant-specific details (patterns, examples, configuration) into separate reference files.
**Pattern 1: High-level guide with references**
```markdown
# PDF Processing
## Quick start
Extract text with pdfplumber:
[code example]
## Advanced features
- **Form filling**: See [FORMS.md](FORMS.md) for complete guide
- **API reference**: See [REFERENCE.md](REFERENCE.md) for all methods
- **Examples**: See [EXAMPLES.md](EXAMPLES.md) for common patterns
```
Codex loads FORMS.md, REFERENCE.md, or EXAMPLES.md only when needed.
**Pattern 2: Domain-specific organization**
For Skills with multiple domains, organize content by domain to avoid loading irrelevant context:
```
bigquery-skill/
├── SKILL.md (overview and navigation)
└── reference/
├── finance.md (revenue, billing metrics)
├── sales.md (opportunities, pipeline)
├── product.md (API usage, features)
└── marketing.md (campaigns, attribution)
```
When a user asks about sales metrics, Codex only reads sales.md.
Similarly, for skills supporting multiple frameworks or variants, organize by variant:
```
cloud-deploy/
├── SKILL.md (workflow + provider selection)
└── references/
├── aws.md (AWS deployment patterns)
├── gcp.md (GCP deployment patterns)
└── azure.md (Azure deployment patterns)
```
When the user chooses AWS, Codex only reads aws.md.
**Pattern 3: Conditional details**
Show basic content, link to advanced content:
```markdown
# DOCX Processing
## Creating documents
Use docx-js for new documents. See [DOCX-JS.md](DOCX-JS.md).
## Editing documents
For simple edits, modify the XML directly.
**For tracked changes**: See [REDLINING.md](REDLINING.md)
**For OOXML details**: See [OOXML.md](OOXML.md)
```
Codex reads REDLINING.md or OOXML.md only when the user needs those features.
**Important guidelines:**
- **Avoid deeply nested references** - Keep references one level deep from SKILL.md. All reference files should link directly from SKILL.md.
I’m adding two lightweight structures: root AGENTS.md for always-on repo instructions, and a small .skills/architecture-first skill so future agents have a reusable workflow for Django changes in this project. I’ll also tighten .gitignore for the SQLite/Django/Docker runtime artifacts.
The agent files are in place. I’ll verify the final repo shape and git linkage now.
>find . -maxdepth 3 -type f -not -path './.git/*' -printChunk ID: ff258f
Wall time: 0.0091 seconds
Process exited with code 0
Original token count: 30
Output:
./LICENSE
./docs/Requirements.md
./docs/Architecture.md
./.gitignore
./AGENTS.md
./.skills/architecture-first/SKILL.md
>git status --short --branchChunk ID: 9bb090
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 18
Output:
## main...origin/main
M .gitignore
?? .skills/
?? AGENTS.md
?? docs/
>git remote -vChunk ID: cfb70f
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 32
Output:
origin https://github.com/ssojoodi/uw-performance-eval (fetch)
origin https://github.com/ssojoodi/uw-performance-eval (push)
>sed -n '1,220p' AGENTS.mdChunk ID: 0ca070
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 319
Output:
# Agent Instructions
## Project Direction
- Build a Dockerized, server-rendered Django app.
- Use SQLite as the v1 backend.
- Keep the product in one simple Django project app.
- Do not add React or a public REST API unless `docs/Architecture.md` is updated
first.
## Required Context
- Always read `docs/Architecture.md` before making implementation decisions.
- If a requested change conflicts with `docs/Architecture.md`, update the
architecture doc in the same change or ask for clarification.
- Use `docs/Requirements.md` for product behavior and acceptance criteria.
## Build Constraints
- Use Django ORM, templates, forms, auth, sessions, groups, permissions, and
migrations.
- Keep authorization server-side in views, forms, querysets, and workflow
helpers.
- Employees are evaluation subjects only in v1; they do not log in.
- Django superusers are technical operators, not product Admin users.
- SQLite must run as a single app instance with the database file on durable
mounted storage.
## Expected Validation
- Run relevant Django tests before finishing implementation changes.
- For Docker changes, verify the image/build path and migration startup path
when practical.
- If validation cannot be run, state why and name the unverified risk.
Set up the local git repo against https://github.com/ssojoodi/uw-performance-eval.
What changed:
main tracking origin/main.*.sqlite3, journals, media/, staticfiles/, and data/.Current git state is uncommitted:
## main...origin/main M .gitignore?? .skills/?? AGENTS.md?? docs/I did not commit or push.
you can commit pls
I’ll stage the setup files and create a commit on main with the agent/architecture scaffolding.
>git status --shortChunk ID: 302591
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 12
Output:
M .gitignore
?? .skills/
?? AGENTS.md
?? docs/
>git diff -- .gitignore AGENTS.md .skills/architecture-first/SKILL.md docs/Architecture.md docs/Requirements.mdChunk ID: 63936f
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 67
Output:
diff --git a/.gitignore b/.gitignore
index 83972fa..fd2b02a 100644
--- a/.gitignore
+++ b/.gitignore
@@ -60,6 +60,11 @@ cover/
local_settings.py
db.sqlite3
db.sqlite3-journal
+*.sqlite3
+*.sqlite3-journal
+media/
+staticfiles/
+data/
# Flask stuff:
instance/
I verified the pending changes are the expected repo setup files. I’m staging them now; git metadata writes may need escalation in this sandbox.
>git add .gitignore AGENTS.md .skills/architecture-first/SKILL.md docs/Architecture.md docs/Requirements.mdChunk ID: fd80e1
Wall time: 0.0000 seconds
Process exited with code 128
Original token count: 32
Output:
fatal: Unable to create '/Users/sahand/src/tries/2026-05-20-performance-eval-platform/.git/index.lock': Operation not permitted
>git add .gitignore AGENTS.md .skills/architecture-first/SKILL.md docs/Architecture.md docs/Requirements.mdChunk ID: 132921
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 0
Output:
>git status --shortChunk ID: 2fcdfe
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 29
Output:
M .gitignore
A .skills/architecture-first/SKILL.md
A AGENTS.md
A docs/Architecture.md
A docs/Requirements.md
>git diff --cached --statChunk ID: 920943
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 81
Output:
.gitignore | 5 +
.skills/architecture-first/SKILL.md | 23 ++++
AGENTS.md | 34 +++++
docs/Architecture.md | 153 +++++++++++++++++++++
docs/Requirements.md | 267 ++++++++++++++++++++++++++++++++++++
5 files changed, 482 insertions(+)
The intended files are staged: docs, agent instructions, local skill, and .gitignore additions. I’m creating the commit now.
>git commit -m "Add architecture and agent setup"Chunk ID: 9838e4
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 63
Output:
[main 4d6964c] Add architecture and agent setup
5 files changed, 482 insertions(+)
create mode 100644 .skills/architecture-first/SKILL.md
create mode 100644 AGENTS.md
create mode 100644 docs/Architecture.md
create mode 100644 docs/Requirements.md
>git status --short --branchChunk ID: 8a8ee9
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 8
Output:
## main...origin/main [ahead 1]
>git log --oneline -1Chunk ID: 884f50
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 11
Output:
4d6964c Add architecture and agent setup
Committed.
Commit:
4d6964c Add architecture and agent setupCurrent state:
main...origin/main [ahead 1]I did not push to GitHub.
Create a succinct Data Model for this application in the Arch file.
I’ll update the architecture doc directly, keeping the data model succinct and aligned with the existing single-app Django/SQLite direction.
>sed -n '1,240p' docs/Architecture.mdChunk ID: c49a73
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 1096
Output:
# HR Performance Evaluation Platform - Architecture
## Stack
- Django monolith.
- Django ORM, templates, forms, auth, sessions, groups, permissions, and
migrations.
- One Django project app for v1.
- No React.
- No public REST API in v1.
- SQLite for local development and deployment.
- Dockerized single-instance deployment.
## App Structure
Keep the app simple:
- `models.py`: Employees, ManagerAssignments, Evaluations, and profile data if
needed.
- `forms.py`: user management, assignments, evaluations, and import validation.
- `views.py`: authenticated pages and workflow actions.
- `services.py`: workflow transitions and import/export logic if views become
too large.
- `templates/` and `static/`: server-rendered UI.
## Roles
Business roles:
- `VP`: manages users and assignments; views all evaluations; approves or
returns evaluations.
- `Manager`: creates, edits, submits, imports, exports, and views only their own
evaluations for assigned Employees.
- `Employee`: evaluation subject only; no login in v1.
Django superusers are technical operators, not a product Admin role.
Use Django `Group` records for roles. Each active product user must have exactly
one business role.
## Authorization
Enforce authorization in views, forms, and querysets, not only in templates.
- All product routes require login.
- Managers see only evaluations they created.
- Managers create evaluations only for assigned Employees.
- Managers edit only their own `Draft` evaluations.
- VPs see all evaluations.
- VPs cannot edit evaluation content.
- Only VPs approve or return evaluations.
- VPs cannot deactivate their own account.
- Employees have no route access in v1.
## Core Models
- `Employee`: co-op student being evaluated.
- `ManagerAssignment`: Manager-to-Employee assignment.
- `Evaluation`: Manager owner, Employee subject, UW form data, workflow state,
timestamps, and reviewer metadata.
Removing a `ManagerAssignment` prevents new evaluations for that Employee. It
does not change ownership of existing evaluations.
Store stable UW form fields as normal model fields. Use a validated JSON field
only for form sections that are expected to change.
## Workflow
States:
- `Draft`
- `In Review`
- `Approved`
Transitions:
- Manager submits own `Draft`: `Draft` -> `In Review`.
- VP returns `In Review`: `In Review` -> `Draft`.
- VP approves `In Review`: `In Review` -> `Approved`.
`Approved` evaluations are locked. Workflow state changes should go through
explicit methods or service functions that validate actor role, current state,
ownership, and timestamps.
## Import And Export
Markdown export:
- Available to users who can view the evaluation.
- Includes all evaluation fields.
- Does not change workflow state.
JSON export:
- Available to users who can view the evaluation.
- Uses the same schema accepted by JSON import.
JSON import:
- Manager-only.
- Always creates a new `Draft` evaluation.
- Never overwrites an existing evaluation.
- Requires the selected Employee to be assigned to the importing Manager.
- Validates schema before saving.
Version the JSON schema.
## Persistence
SQLite is the v1 database.
- Store the SQLite file on a mounted Docker volume.
- Run one app instance while using SQLite.
- Use Django migrations for all schema changes.
- Back up the SQLite database from the mounted volume.
- Move to PostgreSQL if write contention, horizontal scaling, or managed
availability becomes necessary.
## Docker
Required environment:
- `SECRET_KEY`
- `DEBUG=false`
- `ALLOWED_HOSTS`
- SQLite database path
- static files configuration
- CSRF trusted origins when behind HTTPS or a proxy
Container startup should run migrations, serve collected static files, and start
Django with a production WSGI/ASGI server.
## Security
- Use Django password hashing.
- Keep CSRF enabled.
- Set secure session/cookie settings in production.
- Deactivation sets `is_active=false`.
- Do not log evaluation content or uploaded JSON payloads.
## Tests
Cover:
- login, logout, inactive users, and session-required routes;
- exactly-one-role enforcement;
- VP user management and self-deactivation prevention;
- Manager scoping and assignment checks;
- workflow transitions and edit locking;
- Markdown export access/content;
- JSON import/export round trip and malformed JSON handling;
- Docker build and migration startup.
>git status --short --branchChunk ID: ac7f83
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 8
Output:
## main...origin/main [ahead 1]
I’m replacing the loose Core Models section with a compact data model that names entities, key fields, and relationships without turning it into a full schema dump.
The data model section is updated. I’ll scan the file and show the resulting diff so I can catch any over-detail or contradiction.
>sed -n '45,100p' docs/Architecture.mdChunk ID: 953c98
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 472
Output:
- All product routes require login.
- Managers see only evaluations they created.
- Managers create evaluations only for assigned Employees.
- Managers edit only their own `Draft` evaluations.
- VPs see all evaluations.
- VPs cannot edit evaluation content.
- Only VPs approve or return evaluations.
- VPs cannot deactivate their own account.
- Employees have no route access in v1.
## Data Model
- `User`: Django auth user for VPs and Managers. Role comes from exactly one
Django `Group`.
- `Employee`: co-op student being evaluated. Fields: name, email, student ID if
available, active flag, timestamps.
- `ManagerAssignment`: links one Manager `User` to one `Employee`. Fields:
manager, employee, active flag, timestamps. Unique active assignment per
manager/employee pair.
- `Evaluation`: one performance evaluation. Fields: manager, employee, state,
UW form data, submitted/approved/returned metadata, timestamps.
Relationships:
- A Manager can have many assigned Employees.
- An Employee can have many Evaluations over time.
- An Evaluation belongs to exactly one Manager and one Employee.
- VPs are not assigned to Employees; they access Evaluations by role.
Rules:
- Removing a `ManagerAssignment` prevents new evaluations for that Employee but
does not change existing Evaluation ownership.
- Store stable UW form fields as normal model fields.
- Use a validated JSON field only for UW form sections expected to change.
## Workflow
States:
- `Draft`
- `In Review`
- `Approved`
Transitions:
- Manager submits own `Draft`: `Draft` -> `In Review`.
- VP returns `In Review`: `In Review` -> `Draft`.
- VP approves `In Review`: `In Review` -> `Approved`.
`Approved` evaluations are locked. Workflow state changes should go through
explicit methods or service functions that validate actor role, current state,
ownership, and timestamps.
## Import And Export
>git diff -- docs/Architecture.mdChunk ID: 6e0bce
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 484
Output:
diff --git a/docs/Architecture.md b/docs/Architecture.md
index e6bedeb..76af2e0 100644
--- a/docs/Architecture.md
+++ b/docs/Architecture.md
@@ -52,18 +52,31 @@ Enforce authorization in views, forms, and querysets, not only in templates.
- VPs cannot deactivate their own account.
- Employees have no route access in v1.
-## Core Models
-
-- `Employee`: co-op student being evaluated.
-- `ManagerAssignment`: Manager-to-Employee assignment.
-- `Evaluation`: Manager owner, Employee subject, UW form data, workflow state,
- timestamps, and reviewer metadata.
-
-Removing a `ManagerAssignment` prevents new evaluations for that Employee. It
-does not change ownership of existing evaluations.
-
-Store stable UW form fields as normal model fields. Use a validated JSON field
-only for form sections that are expected to change.
+## Data Model
+
+- `User`: Django auth user for VPs and Managers. Role comes from exactly one
+ Django `Group`.
+- `Employee`: co-op student being evaluated. Fields: name, email, student ID if
+ available, active flag, timestamps.
+- `ManagerAssignment`: links one Manager `User` to one `Employee`. Fields:
+ manager, employee, active flag, timestamps. Unique active assignment per
+ manager/employee pair.
+- `Evaluation`: one performance evaluation. Fields: manager, employee, state,
+ UW form data, submitted/approved/returned metadata, timestamps.
+
+Relationships:
+
+- A Manager can have many assigned Employees.
+- An Employee can have many Evaluations over time.
+- An Evaluation belongs to exactly one Manager and one Employee.
+- VPs are not assigned to Employees; they access Evaluations by role.
+
+Rules:
+
+- Removing a `ManagerAssignment` prevents new evaluations for that Employee but
+ does not change existing Evaluation ownership.
+- Store stable UW form fields as normal model fields.
+- Use a validated JSON field only for UW form sections expected to change.
## Workflow
Added a succinct Data Model section to docs/Architecture.md.
It now defines User, Employee, ManagerAssignment, and Evaluation, plus the key relationships and ownership rules. No commit was made.
creat the base Django app based on docs/Architecture.md, do not create any of the features yet, just the barebones app.
I’ll start by re-reading the architecture and current repo state, then scaffold only the Django/Docker skeleton: project config, one product app, dependency files, Docker entrypoint, and a smoke test.
>sed -n '1,220p' docs/Architecture.mdChunk ID: 58a9f0
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 1239
Output:
# HR Performance Evaluation Platform - Architecture
## Stack
- Django monolith.
- Django ORM, templates, forms, auth, sessions, groups, permissions, and
migrations.
- One Django project app for v1.
- No React.
- No public REST API in v1.
- SQLite for local development and deployment.
- Dockerized single-instance deployment.
## App Structure
Keep the app simple:
- `models.py`: Employees, ManagerAssignments, Evaluations, and profile data if
needed.
- `forms.py`: user management, assignments, evaluations, and import validation.
- `views.py`: authenticated pages and workflow actions.
- `services.py`: workflow transitions and import/export logic if views become
too large.
- `templates/` and `static/`: server-rendered UI.
## Roles
Business roles:
- `VP`: manages users and assignments; views all evaluations; approves or
returns evaluations.
- `Manager`: creates, edits, submits, imports, exports, and views only their own
evaluations for assigned Employees.
- `Employee`: evaluation subject only; no login in v1.
Django superusers are technical operators, not a product Admin role.
Use Django `Group` records for roles. Each active product user must have exactly
one business role.
## Authorization
Enforce authorization in views, forms, and querysets, not only in templates.
- All product routes require login.
- Managers see only evaluations they created.
- Managers create evaluations only for assigned Employees.
- Managers edit only their own `Draft` evaluations.
- VPs see all evaluations.
- VPs cannot edit evaluation content.
- Only VPs approve or return evaluations.
- VPs cannot deactivate their own account.
- Employees have no route access in v1.
## Data Model
- `User`: Django auth user for VPs and Managers. Role comes from exactly one
Django `Group`.
- `Employee`: co-op student being evaluated. Fields: name, email, student ID if
available, active flag, timestamps.
- `ManagerAssignment`: links one Manager `User` to one `Employee`. Fields:
manager, employee, active flag, timestamps. Unique active assignment per
manager/employee pair.
- `Evaluation`: one performance evaluation. Fields: manager, employee, state,
UW form data, submitted/approved/returned metadata, timestamps.
Relationships:
- A Manager can have many assigned Employees.
- An Employee can have many Evaluations over time.
- An Evaluation belongs to exactly one Manager and one Employee.
- VPs are not assigned to Employees; they access Evaluations by role.
Rules:
- Removing a `ManagerAssignment` prevents new evaluations for that Employee but
does not change existing Evaluation ownership.
- Store stable UW form fields as normal model fields.
- Use a validated JSON field only for UW form sections expected to change.
## Workflow
States:
- `Draft`
- `In Review`
- `Approved`
Transitions:
- Manager submits own `Draft`: `Draft` -> `In Review`.
- VP returns `In Review`: `In Review` -> `Draft`.
- VP approves `In Review`: `In Review` -> `Approved`.
`Approved` evaluations are locked. Workflow state changes should go through
explicit methods or service functions that validate actor role, current state,
ownership, and timestamps.
## Import And Export
Markdown export:
- Available to users who can view the evaluation.
- Includes all evaluation fields.
- Does not change workflow state.
JSON export:
- Available to users who can view the evaluation.
- Uses the same schema accepted by JSON import.
JSON import:
- Manager-only.
- Always creates a new `Draft` evaluation.
- Never overwrites an existing evaluation.
- Requires the selected Employee to be assigned to the importing Manager.
- Validates schema before saving.
Version the JSON schema.
## Persistence
SQLite is the v1 database.
- Store the SQLite file on a mounted Docker volume.
- Run one app instance while using SQLite.
- Use Django migrations for all schema changes.
- Back up the SQLite database from the mounted volume.
- Move to PostgreSQL if write contention, horizontal scaling, or managed
availability becomes necessary.
## Docker
Required environment:
- `SECRET_KEY`
- `DEBUG=false`
- `ALLOWED_HOSTS`
- SQLite database path
- static files configuration
- CSRF trusted origins when behind HTTPS or a proxy
Container startup should run migrations, serve collected static files, and start
Django with a production WSGI/ASGI server.
## Security
- Use Django password hashing.
- Keep CSRF enabled.
- Set secure session/cookie settings in production.
- Deactivation sets `is_active=false`.
- Do not log evaluation content or uploaded JSON payloads.
## Tests
Cover:
- login, logout, inactive users, and session-required routes;
- exactly-one-role enforcement;
- VP user management and self-deactivation prevention;
- Manager scoping and assignment checks;
- workflow transitions and edit locking;
- Markdown export access/content;
- JSON import/export round trip and malformed JSON handling;
- Docker build and migration startup.
>find . -maxdepth 3 -type f -not -path './.git/*' -printChunk ID: 5160e0
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 30
Output:
./LICENSE
./docs/Requirements.md
./docs/Architecture.md
./.gitignore
./AGENTS.md
./.skills/architecture-first/SKILL.md
>git status --short --branchChunk ID: 03f14a
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 14
Output:
## main...origin/main [ahead 1]
M docs/Architecture.md
The architecture has one existing uncommitted change: the data model section from the prior request. I’ll leave it intact and add the barebones app around it.
>python3 --versionChunk ID: 8133da
Wall time: 0.4293 seconds
Process exited with code 0
Original token count: 4
Output:
Python 3.14.3
>python3 -m django --versionChunk ID: 06453a
Wall time: 0.4554 seconds
Process exited with code 1
Original token count: 18
Output:
/opt/homebrew/opt/python@3.14/bin/python3.14: No module named django
>git diff -- docs/Architecture.mdChunk ID: 16e00e
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 484
Output:
diff --git a/docs/Architecture.md b/docs/Architecture.md
index e6bedeb..76af2e0 100644
--- a/docs/Architecture.md
+++ b/docs/Architecture.md
@@ -52,18 +52,31 @@ Enforce authorization in views, forms, and querysets, not only in templates.
- VPs cannot deactivate their own account.
- Employees have no route access in v1.
-## Core Models
-
-- `Employee`: co-op student being evaluated.
-- `ManagerAssignment`: Manager-to-Employee assignment.
-- `Evaluation`: Manager owner, Employee subject, UW form data, workflow state,
- timestamps, and reviewer metadata.
-
-Removing a `ManagerAssignment` prevents new evaluations for that Employee. It
-does not change ownership of existing evaluations.
-
-Store stable UW form fields as normal model fields. Use a validated JSON field
-only for form sections that are expected to change.
+## Data Model
+
+- `User`: Django auth user for VPs and Managers. Role comes from exactly one
+ Django `Group`.
+- `Employee`: co-op student being evaluated. Fields: name, email, student ID if
+ available, active flag, timestamps.
+- `ManagerAssignment`: links one Manager `User` to one `Employee`. Fields:
+ manager, employee, active flag, timestamps. Unique active assignment per
+ manager/employee pair.
+- `Evaluation`: one performance evaluation. Fields: manager, employee, state,
+ UW form data, submitted/approved/returned metadata, timestamps.
+
+Relationships:
+
+- A Manager can have many assigned Employees.
+- An Employee can have many Evaluations over time.
+- An Evaluation belongs to exactly one Manager and one Employee.
+- VPs are not assigned to Employees; they access Evaluations by role.
+
+Rules:
+
+- Removing a `ManagerAssignment` prevents new evaluations for that Employee but
+ does not change existing Evaluation ownership.
+- Store stable UW form fields as normal model fields.
+- Use a validated JSON field only for UW form sections expected to change.
## Workflow
Django is not installed locally, so I’m going to scaffold the files manually instead of relying on django-admin. I’ll keep it barebones: no domain models or workflows yet, just runnable Django configuration, one empty product app, login wiring, a health check, Docker files, and smoke tests.
The skeleton is now in place. I’ll run the Django tests through uv so dependencies are resolved in the project environment, then fix any scaffold issues that show up.
>uv run python manage.py testChunk ID: 9f1368
Wall time: 2.3167 seconds
Process exited with code 0
Original token count: 100
Output:
Using CPython 3.14.0
Creating virtual environment at: .venv
Downloading django (7.9MiB)
Downloading django
Installed 10 packages in 56ms
Creating test database for alias 'default'...
...
----------------------------------------------------------------------
Ran 3 tests in 0.075s
OK
Destroying test database for alias 'default'...
Found 3 test(s).
System check identified no issues (0 silenced).
Tests pass. I noticed the generated app config class name is too generic, so I’m tightening that small scaffold detail before the final check.
The scaffold cleanup is done. I’ll rerun tests and check the working tree, including any dependency lockfile created by uv.
>uv run python manage.py testChunk ID: 2bb556
Wall time: 0.2457 seconds
Process exited with code 0
Original token count: 65
Output:
Creating test database for alias 'default'...
...
----------------------------------------------------------------------
Ran 3 tests in 0.067s
OK
Destroying test database for alias 'default'...
Found 3 test(s).
System check identified no issues (0 silenced).
>git status --short --branchChunk ID: 52eb4f
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 48
Output:
## main...origin/main [ahead 1]
M docs/Architecture.md
?? .dockerignore
?? Dockerfile
?? app/
?? compose.yaml
?? config/
?? docker/
?? manage.py
?? pyproject.toml
?? templates/
?? uv.lock
>find . -maxdepth 3 -type f -not -path './.git/*' -not -path './.venv/*' -printChunk ID: 712eed
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 206
Output:
./docker/entrypoint.sh
./app/models.py
./app/__init__.py
./app/__pycache__/views.cpython-314.pyc
./app/__pycache__/models.cpython-314.pyc
./app/__pycache__/__init__.cpython-314.pyc
./app/__pycache__/apps.cpython-314.pyc
./app/__pycache__/tests.cpython-314.pyc
./app/apps.py
./app/tests.py
./app/views.py
./LICENSE
./uv.lock
./config/asgi.py
./config/__init__.py
./config/__pycache__/urls.cpython-314.pyc
./config/__pycache__/settings.cpython-314.pyc
./config/__pycache__/__init__.cpython-314.pyc
./config/settings.py
./config/urls.py
./config/wsgi.py
./Dockerfile
./pyproject.toml
./docs/Requirements.md
./docs/Architecture.md
./.dockerignore
./.gitignore
./compose.yaml
./templates/registration/login.html
./templates/app/dashboard.html
./templates/base.html
./manage.py
./AGENTS.md
./.skills/architecture-first/SKILL.md
The Django smoke tests pass. I’m going to verify the Docker build path as well, since this scaffold includes the container setup.
>docker build -t uw-performance-eval:dev .Chunk ID: 58ac4d
Wall time: 0.0000 seconds
Process exited with code 1
Original token count: 29
Output:
ERROR: permission denied while trying to connect to the docker API at unix:///Users/sahand/.docker/run/docker.sock
>docker build -t uw-performance-eval:dev .aborted by user after 6.6sDocker deployment should be set up through docker-compose.
Got it. I’ll make Docker Compose the explicit deployment path, update the architecture doc accordingly, and adjust the compose setup so it is suitable as the primary way to run the app.
>sed -n '100,155p' docs/Architecture.mdChunk ID: ba6939
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 348
Output:
Markdown export:
- Available to users who can view the evaluation.
- Includes all evaluation fields.
- Does not change workflow state.
JSON export:
- Available to users who can view the evaluation.
- Uses the same schema accepted by JSON import.
JSON import:
- Manager-only.
- Always creates a new `Draft` evaluation.
- Never overwrites an existing evaluation.
- Requires the selected Employee to be assigned to the importing Manager.
- Validates schema before saving.
Version the JSON schema.
## Persistence
SQLite is the v1 database.
- Store the SQLite file on a mounted Docker volume.
- Run one app instance while using SQLite.
- Use Django migrations for all schema changes.
- Back up the SQLite database from the mounted volume.
- Move to PostgreSQL if write contention, horizontal scaling, or managed
availability becomes necessary.
## Docker
Required environment:
- `SECRET_KEY`
- `DEBUG=false`
- `ALLOWED_HOSTS`
- SQLite database path
- static files configuration
- CSRF trusted origins when behind HTTPS or a proxy
Container startup should run migrations, serve collected static files, and start
Django with a production WSGI/ASGI server.
## Security
- Use Django password hashing.
- Keep CSRF enabled.
- Set secure session/cookie settings in production.
- Deactivation sets `is_active=false`.
- Do not log evaluation content or uploaded JSON payloads.
## Tests
>sed -n '1,200p' compose.yamlChunk ID: 4b5f61
Wall time: 0.0105 seconds
Process exited with code 0
Original token count: 74
Output:
services:
web:
build: .
ports:
- "8000:8000"
environment:
SECRET_KEY: "dev-only-secret-key-change-me"
DEBUG: "false"
ALLOWED_HOSTS: "localhost,127.0.0.1"
SQLITE_PATH: "/data/db.sqlite3"
volumes:
- sqlite-data:/data
volumes:
sqlite-data:
>sed -n '1,160p' DockerfileChunk ID: 6df814
Wall time: 0.0000 seconds
Process exited with code 0
Original token count: 76
Output:
FROM python:3.13-slim
ENV PYTHONDONTWRITEBYTECODE=1
ENV PYTHONUNBUFFERED=1
WORKDIR /app
RUN pip install --no-cache-dir --upgrade pip
COPY pyproject.toml ./
RUN pip install --no-cache-dir .
COPY . .
RUN python manage.py collectstatic --noinput
EXPOSE 8000
CMD ["sh", "/app/docker/entrypoint.sh"]
>git status --short --branchChunk ID: e1586d
Wall time: 0.0016 seconds
Process exited with code 0
Original token count: 48
Output:
## main...origin/main [ahead 1]
M docs/Architecture.md
?? .dockerignore
?? Dockerfile
?? app/
?? compose.yaml
?? config/
?? docker/
?? manage.py
?? pyproject.toml
?? templates/
?? uv.lock
Compose is already present, but it is too minimal for a deployment path. I’m going to make Compose explicit in the architecture, add .env.example, add a healthcheck/restart policy, and wire static file serving through WhiteNoise so the Gunicorn container can serve collected static assets.
Compose is now the deployment contract, and the Django container can serve collected static files. I’ll refresh the Python lock/test environment with the new dependency and rerun the smoke tests.
>uv run python manage.py testChunk ID: 659895
Wall time: 0.3402 seconds
Process exited with code 0
Original token count: 142
Output:
Installed 1 package in 2ms
Creating test database for alias 'default'...
/Users/sahand/src/tries/2026-05-20-performance-eval-platform/.venv/lib/python3.14t/site-packages/django/core/handlers/base.py:61: UserWarning: No directory at: /Users/sahand/src/tries/2026-05-20-performance-eval-platform/staticfiles/
mw_instance = middleware(adapted_handler)
...
----------------------------------------------------------------------
Ran 3 tests in 0.067s
OK
Destroying test database for alias 'default'...
Found 3 test(s).
System check identified no issues (0 silenced).
The tests pass, but WhiteNoise emitted a local warning because staticfiles/ does not exist outside a built image. I’m tightening settings so WhiteNoise is active for production/Compose only, and making Compose use .env interpolation without requiring a checked-out .env file.
>uv run python manage.py test## main...origin/main M .gitignore?? .skills/?? AGENTS.md?? docs/4d6964c Add architecture and agent setupmain...origin/main [ahead 1]