documentation

Reviewed-on: #46

.gitea/workflows/docker-build.yml

@@ -0,0 +1,25 @@
+name: Build and Push Docker Image
+on:
+  push:
+    branches: [main]
+
+jobs:
+  build:
+    runs-on: ubuntu-latest
+    container:
+      image: catthehacker/ubuntu:act-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Log in to Gitea Container Registry
+        uses: docker/login-action@v3
+        with:
+          registry: registry.alwisp.com
+          username: ${{ secrets.REGISTRY_USER }}
+          password: ${{ secrets.REGISTRY_TOKEN }}
+
+      - name: Build and Push
+        run: |
+          docker build -t registry.alwisp.com/${{ gitea.repository_owner }}/${{ gitea.repository }}:latest .
+          docker push registry.alwisp.com/${{ gitea.repository_owner }}/${{ gitea.repository }}:latest

AGENTS.md

@@ -82,7 +82,7 @@ The following fields on `violations` are locked after submission. They are the b
 - `prior_active_points` (snapshot at insert time)
 - `prior_tier_label`
 
-Amendable fields (non-scoring): `location`, `details`, `witness_name`, `acknowledged_by`, `acknowledged_date`
+Amendable fields (non-scoring): `incident_time`, `location`, `details`, `submitted_by`, `witness_name`, `acknowledged_by`, `acknowledged_date`, `amount`
 
 ### Soft-Delete Pattern
 

README.md

@@ -130,7 +130,6 @@ Useful for showing the app to stakeholders without exposing live employee data.
 - Summary stat cards: total employees, elite standing (0 pts), with active points, at-risk count, highest active score
 - **At-risk badge**: flags employees within 2 points of the next tier escalation
 - Search/filter by name, department, or supervisor
-- **Department filter**: pre-loaded dropdown of all departments for quick scoped views
 - Click any employee name to open their full profile modal
 - **📋 Audit Log** button — filterable, paginated view of all system write actions
 
@@ -138,9 +137,11 @@ Useful for showing the app to stakeholders without exposing live employee data.
 - Select existing employee or enter new employee by name
 - **Employee intelligence**: shows current CPAS standing badge and 90-day violation count before submitting
 - Violation type dropdown grouped by category; shows prior 90-day counts inline
+- **Custom violation types**: add or edit user-defined types directly from the form (`+ Add Type` / `Edit Type` buttons); persisted to the database and merged into the dropdown alongside hardcoded types
 - **Recidivist auto-escalation**: if an employee has prior violations of the same type, points slider auto-sets to maximum per policy
 - Repeat offense badge with prior count displayed
 - Context-sensitive fields (time, minutes late, amount, location, description) shown only when relevant to violation type
+- **Financial amount tracking**: dollar amount in question recorded for chargeback / receipt / custom financial violations; surfaces on the PDF for repayment records and is audit-logged on edit
 - **Tier crossing warning** (TierWarning component): previews what tier the new points would push the employee into before submission
 - Point slider for discretionary adjustments within the violation's min/max range
 - **Employee Acknowledgment section**: optional "received by employee" name and date fields; when filled, the PDF signature block shows the recorded acknowledgment instead of a blank signature line
@@ -214,23 +215,30 @@ Scores are computed over a **rolling 90-day window** (negated violations exclude
 
 | Method | Endpoint | Description |
 |--------|----------|-------------|
-| GET | `/api/health` | Health check |
+| GET | `/api/health` | Health check (returns build SHA + timestamp) |
 | GET | `/api/employees` | List all employees (includes `notes`) |
+| GET | `/api/employees/:id` | Single employee record |
 | POST | `/api/employees` | Create or upsert employee |
 | PATCH | `/api/employees/:id` | Edit name, department, supervisor, or notes |
+| PATCH | `/api/employees/:id/notes` | Save employee notes only (shorthand) |
 | POST | `/api/employees/:id/merge` | Merge duplicate employee; reassigns all violations |
 | GET | `/api/employees/:id/score` | Get active CPAS score for employee |
 | GET | `/api/employees/:id/expiration` | Active violation roll-off timeline with days remaining |
-| PATCH | `/api/employees/:id/notes` | Save employee notes only (shorthand) |
+| GET | `/api/employees/:id/violation-counts` | 90-day non-negated counts grouped by violation type |
+| GET | `/api/employees/:id/violation-counts/alltime` | All-time non-negated counts + max points used per type |
 | GET | `/api/dashboard` | All employees with active points + violation counts |
-| POST | `/api/violations` | Log a new violation (accepts `acknowledged_by`, `acknowledged_date`) |
+| POST | `/api/violations` | Log a new violation (accepts `acknowledged_by`, `acknowledged_date`, `amount`) |
 | GET | `/api/violations/employee/:id` | Violation history with resolutions + amendment counts |
-| PATCH | `/api/violations/:id/negated` | Negate a violation (soft delete + resolution record) |
+| PATCH | `/api/violations/:id/negate` | Negate a violation (soft delete + resolution record) |
 | PATCH | `/api/violations/:id/restore` | Restore a negated violation |
 | PATCH | `/api/violations/:id/amend` | Amend non-scoring fields with field-level diff logging |
 | GET | `/api/violations/:id/amendments` | Get amendment history for a violation |
 | DELETE | `/api/violations/:id` | Hard delete a violation |
 | GET | `/api/violations/:id/pdf` | Download violation PDF |
+| GET | `/api/violation-types` | List custom violation types |
+| POST | `/api/violation-types` | Create a custom violation type |
+| PUT | `/api/violation-types/:id` | Update a custom violation type |
+| DELETE | `/api/violation-types/:id` | Delete a custom violation type (blocked if any violation references it) |
 | GET | `/api/audit` | Paginated audit log (filterable by `entity_type`, `entity_id`) |
 
 ---
@@ -258,14 +266,19 @@ cpas/
         ├── main.jsx
         ├── App.jsx                            # Root app + AppFooter (copyright, dev ticker, Gitea link)
         ├── data/
-        │   └── violations.js                 # All CPAS violation definitions + groups
+        │   ├── violations.js                  # All hardcoded CPAS violation definitions + groups
+        │   └── departments.js                 # DEPARTMENTS constant; single source of truth
         ├── hooks/
         │   └── useEmployeeIntelligence.js     # Score + history hook
+        ├── styles/
+        │   └── mobile.css                     # Mobile breakpoint overrides only
         └── components/
-            ├── CpasBadge.jsx                 # Tier badge + color logic
+            ├── CpasBadge.jsx                  # Tier badge + color logic (canonical TIERS, getTier)
             ├── TierWarning.jsx                # Pre-submit tier crossing alert
             ├── Dashboard.jsx                  # Company-wide leaderboard + audit log trigger
-            ├── ViolationForm.jsx             # Violation entry form + ack signature fields
+            ├── DashboardMobile.jsx            # Mobile-optimized dashboard layout
+            ├── ViolationForm.jsx              # Violation entry form + ack signature + amount field
+            ├── ViolationTypeModal.jsx         # Create / edit / delete custom violation types
             ├── EmployeeModal.jsx              # Employee profile + history modal
             ├── EditEmployeeModal.jsx          # Employee edit + merge duplicate
             ├── AmendViolationModal.jsx        # Non-scoring field amendment + diff history
@@ -284,10 +297,11 @@ cpas/
 
 Six tables + one view:
 
-- **`employees`** — id, name, department, supervisor, **notes**
-- **`violations`** — full incident record including `prior_active_points` snapshot at time of logging, `acknowledged_by` and `acknowledged_date` for employee acknowledgment
+- **`employees`** — id, name, department, supervisor, notes
+- **`violations`** — full incident record including `prior_active_points` snapshot, `acknowledged_by` / `acknowledged_date`, and `amount` (financial amount in question for chargeback/repayment)
 - **`violation_resolutions`** — resolution type, details, resolved_by (linked to violations)
 - **`violation_amendments`** — field-level diff log for violation edits; one row per changed field per amendment
+- **`violation_types`** — persisted custom violation type definitions added via the UI; `type_key` is prefixed `custom_` to prevent collisions with hardcoded keys
 - **`audit_log`** — append-only record of every write action (action, entity_type, entity_id, performed_by, details, timestamp)
 - **`active_cpas_scores`** (view) — sum of points for non-negated violations in rolling 90 days, grouped by employee
 
@@ -306,6 +320,7 @@ Point values, violation type, and incident date are **immutable** after submissi
 | `witness_name` | Witness on record |
 | `acknowledged_by` | Employee who acknowledged receipt |
 | `acknowledged_date` | Date of employee acknowledgment |
+| `amount` | Dollar amount in question (financial violations); typo-correctable for repayment records |
 
 ---
 
@@ -339,6 +354,8 @@ Point values, violation type, and incident date are **immutable** after submissi
 | 7 | Department dropdown | Pre-loaded select on the violation form replacing free-text department input; shared `DEPARTMENTS` constant |
 | 8 | Stakeholder demo page | Standalone `/demo` route with synthetic data; static HTML served before SPA catch-all; useful for non-live presentations |
 | 8 | App footer | Copyright (© Jason Stedwell), live dev ticker since first commit, Gitea repo icon+link |
+| 9 | Custom violation types | Persisted user-defined violation types created from the form; `+ Add Type` / `Edit Type` UI; merged into the dropdown alongside hardcoded types; delete blocked when in use |
+| 9 | Financial amount tracking | `amount` field on financial violations (chargeback, receipt negligence, custom types with the field enabled); stored on `violations`, rendered prominently on the PDF, amendable with audit-logged diffs |
 
 ---
 

client/src/components/AmendViolationModal.jsx

@@ -7,6 +7,7 @@ const FIELD_LABELS = {
   details:        'Incident Notes',
   submitted_by:   'Submitted By',
   witness_name:   'Witness / Documenting Officer',
+  amount:         'Amount in Question',
 };
 
 const s = {
@@ -84,6 +85,7 @@ export default function AmendViolationModal({ violation, onClose, onSaved }) {
     details:        violation.details        || '',
     submitted_by:   violation.submitted_by   || '',
     witness_name:   violation.witness_name   || '',
+    amount:         violation.amount         || '',
   });
   const [changedBy, setChangedBy]   = useState('');
   const [saving, setSaving]         = useState(false);

client/src/components/ViolationForm.jsx

@@ -1,10 +1,11 @@
-import React, { useState, useEffect } from 'react';
+import React, { useState, useEffect, useMemo } from 'react';
 import axios from 'axios';
 import { violationData, violationGroups } from '../data/violations';
 import useEmployeeIntelligence from '../hooks/useEmployeeIntelligence';
 import CpasBadge from './CpasBadge';
 import TierWarning from './TierWarning';
 import ViolationHistory from './ViolationHistory';
+import ViolationTypeModal from './ViolationTypeModal';
 import { useToast } from './ToastProvider';
 import { DEPARTMENTS } from '../data/departments';
 
@@ -35,7 +36,6 @@ const s = {
 const EMPTY_FORM = {
   employeeId: '', employeeName: '', department: '', supervisor: '', witnessName: '',
   violationType: '', incidentDate: '', incidentTime: '',
-  // TODO [MAJOR #6]: `amount` and `minutesLate` are rendered but never sent to the API
   amount: '', minutesLate: '', location: '', additionalDetails: '', points: 1,
   acknowledgedBy: '', acknowledgedDate: '',
 };
@@ -47,14 +47,72 @@ export default function ViolationForm() {
   const [status,       setStatus]       = useState(null);  // TODO [MAJOR #7]: remove — toast covers this
   const [lastViolId,   setLastViolId]   = useState(null);
   const [pdfLoading,   setPdfLoading]   = useState(false);
+  const [customTypes,  setCustomTypes]  = useState([]);
+  const [typeModal,    setTypeModal]    = useState(null); // null | 'create' | <editing object>
 
   const toast = useToast();
   const intel = useEmployeeIntelligence(form.employeeId || null);
 
   useEffect(() => {
     axios.get('/api/employees').then(r => setEmployees(r.data)).catch(() => {});
+    fetchCustomTypes();
   }, []);
 
+  const fetchCustomTypes = () => {
+    axios.get('/api/violation-types').then(r => setCustomTypes(r.data)).catch(() => {});
+  };
+
+  // Build a map of custom types keyed by type_key for fast lookup
+  const customTypeMap = useMemo(() =>
+    Object.fromEntries(customTypes.map(t => [t.type_key, t])),
+    [customTypes]
+  );
+
+  // Merge hardcoded and custom violation groups for the dropdown
+  const mergedGroups = useMemo(() => {
+    const groups = {};
+    // Start with all hardcoded groups
+    Object.entries(violationGroups).forEach(([cat, items]) => {
+      groups[cat] = [...items];
+    });
+    // Add custom types into their respective category, or create new group
+    customTypes.forEach(t => {
+      const item = {
+        key:        t.type_key,
+        name:       t.name,
+        category:   t.category,
+        minPoints:  t.min_points,
+        maxPoints:  t.max_points,
+        chapter:    t.chapter     || '',
+        description: t.description || '',
+        fields:     t.fields,
+        isCustom:   true,
+        customId:   t.id,
+      };
+      if (!groups[t.category]) groups[t.category] = [];
+      groups[t.category].push(item);
+    });
+    return groups;
+  }, [customTypes]);
+
+  // Resolve a violation definition from either the hardcoded registry or custom types
+  const resolveViolation = key => {
+    if (violationData[key]) return violationData[key];
+    const ct = customTypeMap[key];
+    if (ct) return {
+      name:        ct.name,
+      category:    ct.category,
+      chapter:     ct.chapter     || '',
+      description: ct.description || '',
+      minPoints:   ct.min_points,
+      maxPoints:   ct.max_points,
+      fields:      ct.fields,
+      isCustom:    true,
+      customId:    ct.id,
+    };
+    return null;
+  };
+
   useEffect(() => {
     if (!violation || !form.violationType) return;
     const allTime = intel.countsAllTime[form.violationType];
@@ -73,7 +131,7 @@ export default function ViolationForm() {
 
   const handleViolationChange = e => {
     const key = e.target.value;
-    const v   = violationData[key] || null;
+    const v   = resolveViolation(key);
     setViolation(v);
     setForm(prev => ({ ...prev, violationType: key, points: v ? v.minPoints : 1 }));
   };
@@ -100,6 +158,7 @@ export default function ViolationForm() {
         witness_name:   form.witnessName    || null,
         acknowledged_by:   form.acknowledgedBy   || null,
         acknowledged_date: form.acknowledgedDate || null,
+        amount:         form.amount         || null,
       });
 
       const newId = violRes.data.id;
@@ -198,16 +257,37 @@ export default function ViolationForm() {
           <div style={s.grid}>
 
             <div style={{ ...s.item, ...s.fullCol }}>
-              <label style={s.label}>Violation Type:</label>
+              <div style={{ display: 'flex', alignItems: 'center', justifyContent: 'space-between', marginBottom: '5px' }}>
+                <label style={{ ...s.label, marginBottom: 0 }}>Violation Type:</label>
+                <div style={{ display: 'flex', gap: '6px' }}>
+                  {violation?.isCustom && (
+                    <button
+                      type="button"
+                      onClick={() => setTypeModal(customTypeMap[form.violationType])}
+                      style={{ fontSize: '11px', padding: '3px 10px', borderRadius: '4px', border: '1px solid #4caf50', background: '#1a2e1a', color: '#4caf50', cursor: 'pointer', fontWeight: 600 }}
+                    >
+                      Edit Type
+                    </button>
+                  )}
+                  <button
+                    type="button"
+                    onClick={() => setTypeModal('create')}
+                    style={{ fontSize: '11px', padding: '3px 10px', borderRadius: '4px', border: '1px solid #d4af37', background: '#181200', color: '#ffd666', cursor: 'pointer', fontWeight: 600 }}
+                    title="Add a new custom violation type"
+                  >
+                    + Add Type
+                  </button>
+                </div>
+              </div>
               <select style={s.input} value={form.violationType} onChange={handleViolationChange} required>
                 <option value="">-- Select Violation Type --</option>
-                {Object.entries(violationGroups).map(([group, items]) => (
+                {Object.entries(mergedGroups).map(([group, items]) => (
                   <optgroup key={group} label={group}>
                     {items.map(v => {
                       const prior = priorCount90(v.key);
                       return (
                         <option key={v.key} value={v.key}>
-                          {v.name}{prior > 0 ? ` ★ ${prior}x in 90 days` : ''}
+                          {v.name}{v.isCustom ? ' ✦' : ''}{prior > 0 ? ` ★ ${prior}x in 90 days` : ''}
                         </option>
                       );
                     })}
@@ -218,6 +298,11 @@ export default function ViolationForm() {
               {violation && (
                 <div style={s.contextBox}>
                   <strong>{violation.name}</strong>
+                  {violation.isCustom && (
+                    <span style={{ display: 'inline-block', marginLeft: '8px', padding: '1px 7px', borderRadius: '10px', fontSize: '10px', fontWeight: 700, background: '#1a2e1a', color: '#4caf50', border: '1px solid #4caf50' }}>
+                      Custom
+                    </span>
+                  )}
                   {isRepeat(form.violationType) && form.employeeId && (
                     <span style={s.repeatBadge}>
                       ★ Repeat — {intel.countsAllTime[form.violationType]?.count}x prior
@@ -350,6 +435,40 @@ export default function ViolationForm() {
         </div>
       )}
 
+      {typeModal && (
+        <ViolationTypeModal
+          editing={typeModal === 'create' ? null : typeModal}
+          onClose={() => setTypeModal(null)}
+          onSaved={saved => {
+            fetchCustomTypes();
+            setTypeModal(null);
+            // Auto-select the newly created type; do nothing on delete (saved === null)
+            if (saved) {
+              const v = {
+                name:        saved.name,
+                category:    saved.category,
+                chapter:     saved.chapter     || '',
+                description: saved.description || '',
+                minPoints:   saved.min_points,
+                maxPoints:   saved.max_points,
+                fields:      saved.fields,
+                isCustom:    true,
+                customId:    saved.id,
+              };
+              setViolation(v);
+              setForm(prev => ({ ...prev, violationType: saved.type_key, points: saved.min_points }));
+            } else {
+              // Type was deleted — clear selection if it was the active type
+              setForm(prev => {
+                const stillExists = violationData[prev.violationType] || false;
+                return stillExists ? prev : { ...prev, violationType: '', points: 1 };
+              });
+              setViolation(null);
+            }
+          }}
+        />
+      )}
+
     </div>
   );
 }

client/src/components/ViolationTypeModal.jsx

@@ -0,0 +1,292 @@
+import React, { useState, useEffect } from 'react';
+import axios from 'axios';
+import { useToast } from './ToastProvider';
+
+// Existing hardcoded categories — used for datalist autocomplete
+const KNOWN_CATEGORIES = [
+  'Attendance & Punctuality',
+  'Administrative Integrity',
+  'Financial Stewardship',
+  'Operational Response',
+  'Professional Conduct',
+  'Work From Home',
+  'Safety & Security',
+];
+
+const CONTEXT_FIELDS = [
+  { key: 'time',        label: 'Incident Time' },
+  { key: 'minutes',     label: 'Minutes Late' },
+  { key: 'amount',      label: 'Amount / Value' },
+  { key: 'location',    label: 'Location / Context' },
+  { key: 'description', label: 'Additional Details' },
+];
+
+const s = {
+  overlay:   { position: 'fixed', inset: 0, background: 'rgba(0,0,0,0.7)', zIndex: 1000, display: 'flex', alignItems: 'center', justifyContent: 'center', padding: '20px' },
+  modal:     { background: '#111217', border: '1px solid #2a2b3a', borderRadius: '10px', width: '100%', maxWidth: '620px', maxHeight: '90vh', overflowY: 'auto', padding: '32px' },
+  title:     { color: '#f8f9fa', fontSize: '20px', fontWeight: 700, marginBottom: '24px', borderBottom: '1px solid #2a2b3a', paddingBottom: '12px' },
+  label:     { fontWeight: 600, color: '#e5e7f1', marginBottom: '5px', fontSize: '13px', display: 'block' },
+  input:     { width: '100%', padding: '10px', border: '1px solid #333544', borderRadius: '4px', fontSize: '14px', fontFamily: 'inherit', background: '#050608', color: '#f8f9fa', boxSizing: 'border-box' },
+  textarea:  { width: '100%', padding: '10px', border: '1px solid #333544', borderRadius: '4px', fontSize: '13px', fontFamily: 'inherit', background: '#050608', color: '#f8f9fa', resize: 'vertical', minHeight: '80px', boxSizing: 'border-box' },
+  group:     { marginBottom: '18px' },
+  hint:      { fontSize: '11px', color: '#9ca0b8', marginTop: '4px', fontStyle: 'italic' },
+  row:       { display: 'grid', gridTemplateColumns: '1fr 1fr', gap: '14px' },
+  toggle:    { display: 'flex', gap: '8px', marginTop: '6px' },
+  toggleBtn: (active) => ({
+    padding: '7px 18px', borderRadius: '4px', fontSize: '13px', fontWeight: 600, cursor: 'pointer', border: '1px solid',
+    background: active ? '#d4af37' : '#050608',
+    color:      active ? '#000'    : '#9ca0b8',
+    borderColor: active ? '#d4af37' : '#333544',
+  }),
+  fieldGrid: { display: 'grid', gridTemplateColumns: '1fr 1fr', gap: '8px', marginTop: '8px' },
+  checkbox:  { display: 'flex', alignItems: 'center', gap: '8px', fontSize: '13px', color: '#d1d3e0', cursor: 'pointer' },
+  btnRow:    { display: 'flex', gap: '12px', justifyContent: 'flex-end', marginTop: '28px', paddingTop: '16px', borderTop: '1px solid #2a2b3a' },
+  btnSave:   { padding: '10px 28px', fontSize: '14px', fontWeight: 600, border: 'none', borderRadius: '6px', cursor: 'pointer', background: 'linear-gradient(135deg, #d4af37 0%, #ffdf8a 100%)', color: '#000' },
+  btnDanger: { padding: '10px 18px', fontSize: '14px', fontWeight: 600, border: '1px solid #721c24', borderRadius: '6px', cursor: 'pointer', background: '#3c1114', color: '#ffb3b8' },
+  btnCancel: { padding: '10px 18px', fontSize: '14px', fontWeight: 600, border: '1px solid #333544', borderRadius: '6px', cursor: 'pointer', background: '#050608', color: '#f8f9fa' },
+  section:   { background: '#181924', border: '1px solid #2a2b3a', borderRadius: '6px', padding: '16px', marginBottom: '18px' },
+  secTitle:  { color: '#d4af37', fontSize: '13px', fontWeight: 700, marginBottom: '12px', textTransform: 'uppercase', letterSpacing: '0.05em' },
+  customBadge: { display: 'inline-block', marginLeft: '8px', padding: '1px 7px', borderRadius: '10px', fontSize: '10px', fontWeight: 700, background: '#1a2e1a', color: '#4caf50', border: '1px solid #4caf50', verticalAlign: 'middle' },
+};
+
+const EMPTY = {
+  name: '', category: '', chapter: '', description: '',
+  pointType: 'fixed',   // 'fixed' | 'sliding'
+  fixedPoints: 1,
+  minPoints: 1,
+  maxPoints: 5,
+  fields: ['description'],
+};
+
+export default function ViolationTypeModal({ onClose, onSaved, editing = null }) {
+  const [form,    setForm]    = useState(EMPTY);
+  const [saving,  setSaving]  = useState(false);
+  const [deleting, setDeleting] = useState(false);
+  const toast = useToast();
+
+  // Populate form when editing an existing type
+  useEffect(() => {
+    if (editing) {
+      const isSliding = editing.min_points !== editing.max_points;
+      setForm({
+        name:        editing.name,
+        category:    editing.category,
+        chapter:     editing.chapter     || '',
+        description: editing.description || '',
+        pointType:   isSliding ? 'sliding' : 'fixed',
+        fixedPoints: isSliding ? editing.min_points : editing.min_points,
+        minPoints:   editing.min_points,
+        maxPoints:   editing.max_points,
+        fields:      editing.fields || ['description'],
+      });
+    }
+  }, [editing]);
+
+  const set = (key, val) => setForm(prev => ({ ...prev, [key]: val }));
+
+  const toggleField = key => {
+    setForm(prev => ({
+      ...prev,
+      fields: prev.fields.includes(key)
+        ? prev.fields.filter(f => f !== key)
+        : [...prev.fields, key],
+    }));
+  };
+
+  const handleSave = async () => {
+    if (!form.name.trim()) { toast.warning('Violation name is required.'); return; }
+    if (!form.category.trim()) { toast.warning('Category is required.'); return; }
+
+    const minPts = form.pointType === 'fixed' ? parseInt(form.fixedPoints) || 1 : parseInt(form.minPoints) || 1;
+    const maxPts = form.pointType === 'fixed' ? minPts                           : parseInt(form.maxPoints) || 1;
+
+    if (maxPts < minPts) { toast.warning('Max points must be >= min points.'); return; }
+    if (form.fields.length === 0) { toast.warning('Select at least one context field.'); return; }
+
+    const payload = {
+      name:        form.name.trim(),
+      category:    form.category.trim(),
+      chapter:     form.chapter.trim()     || null,
+      description: form.description.trim() || null,
+      min_points:  minPts,
+      max_points:  maxPts,
+      fields:      form.fields,
+    };
+
+    setSaving(true);
+    try {
+      let saved;
+      if (editing) {
+        const res = await axios.put(`/api/violation-types/${editing.id}`, payload);
+        saved = res.data;
+        toast.success(`"${saved.name}" updated.`);
+      } else {
+        const res = await axios.post('/api/violation-types', payload);
+        saved = res.data;
+        toast.success(`"${saved.name}" added to violation types.`);
+      }
+      onSaved(saved);
+    } catch (err) {
+      toast.error(err.response?.data?.error || err.message);
+    } finally {
+      setSaving(false);
+    }
+  };
+
+  const handleDelete = async () => {
+    if (!editing) return;
+    if (!window.confirm(`Delete "${editing.name}"? This cannot be undone and will fail if any violations reference this type.`)) return;
+    setDeleting(true);
+    try {
+      await axios.delete(`/api/violation-types/${editing.id}`);
+      toast.success(`"${editing.name}" deleted.`);
+      onSaved(null); // null signals a deletion to the parent
+    } catch (err) {
+      toast.error(err.response?.data?.error || err.message);
+    } finally {
+      setDeleting(false);
+    }
+  };
+
+  return (
+    <div style={s.overlay} onClick={e => e.target === e.currentTarget && onClose()}>
+      <div style={s.modal}>
+        <div style={s.title}>
+          {editing ? 'Edit Violation Type' : 'Add Violation Type'}
+          {editing && <span style={s.customBadge}>CUSTOM</span>}
+        </div>
+
+        {/* Basic Info */}
+        <div style={s.section}>
+          <div style={s.secTitle}>Violation Definition</div>
+
+          <div style={s.group}>
+            <label style={s.label}>Violation Name *</label>
+            <input
+              style={s.input}
+              type="text"
+              value={form.name}
+              onChange={e => set('name', e.target.value)}
+              placeholder="e.g. Unauthorized System Access"
+            />
+          </div>
+
+          <div style={s.group}>
+            <label style={s.label}>Category *</label>
+            <input
+              style={s.input}
+              type="text"
+              list="vt-categories"
+              value={form.category}
+              onChange={e => set('category', e.target.value)}
+              placeholder="Select existing or type new category"
+            />
+            <datalist id="vt-categories">
+              {KNOWN_CATEGORIES.map(c => <option key={c} value={c} />)}
+            </datalist>
+            <div style={s.hint}>Choose an existing category or type a new one to create a new group in the dropdown.</div>
+          </div>
+
+          <div style={s.group}>
+            <label style={s.label}>Handbook Reference / Chapter</label>
+            <input
+              style={s.input}
+              type="text"
+              value={form.chapter}
+              onChange={e => set('chapter', e.target.value)}
+              placeholder="e.g. Chapter 4, Section 6"
+            />
+          </div>
+
+          <div style={s.group}>
+            <label style={s.label}>Description / Reference Text</label>
+            <textarea
+              style={s.textarea}
+              value={form.description}
+              onChange={e => set('description', e.target.value)}
+              placeholder="Paste the relevant handbook language or describe the infraction in plain terms..."
+            />
+            <div style={s.hint}>Shown in the context box on the violation form and printed on the PDF.</div>
+          </div>
+        </div>
+
+        {/* Point Assignment */}
+        <div style={s.section}>
+          <div style={s.secTitle}>Point Assignment</div>
+
+          <label style={s.label}>Point Type</label>
+          <div style={s.toggle}>
+            <button type="button" style={s.toggleBtn(form.pointType === 'fixed')}   onClick={() => set('pointType', 'fixed')}>Fixed</button>
+            <button type="button" style={s.toggleBtn(form.pointType === 'sliding')} onClick={() => set('pointType', 'sliding')}>Sliding Range</button>
+          </div>
+          <div style={{ ...s.hint, marginTop: '6px' }}>
+            Fixed = exact value every time. Sliding = supervisor adjusts within a min/max range.
+          </div>
+
+          {form.pointType === 'fixed' ? (
+            <div style={{ ...s.group, marginTop: '14px' }}>
+              <label style={s.label}>Points (Fixed)</label>
+              <input
+                style={{ ...s.input, width: '120px' }}
+                type="number" min="1" max="30"
+                value={form.fixedPoints}
+                onChange={e => set('fixedPoints', e.target.value)}
+              />
+            </div>
+          ) : (
+            <div style={{ ...s.row, marginTop: '14px' }}>
+              <div style={s.group}>
+                <label style={s.label}>Min Points</label>
+                <input
+                  style={s.input}
+                  type="number" min="1" max="30"
+                  value={form.minPoints}
+                  onChange={e => set('minPoints', e.target.value)}
+                />
+              </div>
+              <div style={s.group}>
+                <label style={s.label}>Max Points</label>
+                <input
+                  style={s.input}
+                  type="number" min="1" max="30"
+                  value={form.maxPoints}
+                  onChange={e => set('maxPoints', e.target.value)}
+                />
+              </div>
+            </div>
+          )}
+        </div>
+
+        {/* Context Fields */}
+        <div style={s.section}>
+          <div style={s.secTitle}>Context Fields</div>
+          <div style={s.hint}>Select which additional fields appear on the violation form for this type.</div>
+          <div style={s.fieldGrid}>
+            {CONTEXT_FIELDS.map(({ key, label }) => (
+              <label key={key} style={s.checkbox}>
+                <input
+                  type="checkbox"
+                  checked={form.fields.includes(key)}
+                  onChange={() => toggleField(key)}
+                />
+                {label}
+              </label>
+            ))}
+          </div>
+        </div>
+
+        <div style={s.btnRow}>
+          {editing && (
+            <button type="button" style={s.btnDanger} onClick={handleDelete} disabled={deleting}>
+              {deleting ? 'Deleting…' : 'Delete Type'}
+            </button>
+          )}
+          <button type="button" style={s.btnCancel} onClick={onClose}>Cancel</button>
+          <button type="button" style={s.btnSave}   onClick={handleSave} disabled={saving}>
+            {saving ? 'Saving…' : editing ? 'Save Changes' : 'Add Violation Type'}
+          </button>
+        </div>
+      </div>
+    </div>
+  );
+}

db/database.js

@@ -21,6 +21,8 @@ if (!cols.includes('prior_active_points')) db.exec("ALTER TABLE violations ADD C
 if (!cols.includes('prior_tier_label'))    db.exec("ALTER TABLE violations ADD COLUMN prior_tier_label TEXT");
 if (!cols.includes('acknowledged_by'))     db.exec("ALTER TABLE violations ADD COLUMN acknowledged_by TEXT");
 if (!cols.includes('acknowledged_date'))   db.exec("ALTER TABLE violations ADD COLUMN acknowledged_date TEXT");
+// Financial amount in question (record-keeping / repayment for chargeback, receipt negligence, etc.)
+if (!cols.includes('amount'))              db.exec("ALTER TABLE violations ADD COLUMN amount TEXT");
 
 // Employee notes column (free-text, does not affect scoring)
 const empCols = db.prepare('PRAGMA table_info(employees)').all().map(c => c.name);
@@ -60,6 +62,23 @@ db.exec(`CREATE TABLE IF NOT EXISTS audit_log (
     created_at   DATETIME DEFAULT CURRENT_TIMESTAMP
 )`);
 
+// ── Feature: Custom Violation Types ──────────────────────────────────────────
+// Persisted violation type definitions created via the UI. type_key is prefixed
+// with 'custom_' to prevent collisions with hardcoded violation keys.
+db.exec(`CREATE TABLE IF NOT EXISTS violation_types (
+    id          INTEGER PRIMARY KEY AUTOINCREMENT,
+    type_key    TEXT    NOT NULL UNIQUE,
+    name        TEXT    NOT NULL,
+    category    TEXT    NOT NULL DEFAULT 'Custom',
+    chapter     TEXT,
+    description TEXT,
+    min_points  INTEGER NOT NULL DEFAULT 1,
+    max_points  INTEGER NOT NULL DEFAULT 1,
+    fields      TEXT    NOT NULL DEFAULT '["description"]',
+    created_at  DATETIME DEFAULT CURRENT_TIMESTAMP,
+    updated_at  DATETIME DEFAULT CURRENT_TIMESTAMP
+)`);
+
 // Recreate view so it always filters negated rows
 db.exec(`DROP VIEW IF EXISTS active_cpas_scores;
 CREATE VIEW active_cpas_scores AS

db/schema.sql

@@ -25,6 +25,7 @@ CREATE TABLE IF NOT EXISTS violations (
     prior_tier_label     TEXT,    -- optional human-readable tier
     acknowledged_by      TEXT,    -- employee name who acknowledged receipt
     acknowledged_date    TEXT,    -- date of acknowledgment (YYYY-MM-DD)
+    amount               TEXT,    -- dollar amount in question for financial violations (record-keeping / repayment)
     created_at           DATETIME DEFAULT CURRENT_TIMESTAMP
 );
 

pdf/template.js

@@ -243,6 +243,11 @@ function buildHtml(v, score) {
         <div class="field-label">Submitted By</div>
         <div class="field-value">${v.submitted_by || 'System'}</div>
       </div>
+      ${v.amount ? `
+      <div class="field" style="grid-column: 1 / -1;">
+        <div class="field-label">Amount in Question</div>
+        <div class="field-value prominent">${v.amount}</div>
+      </div>` : ''}
       ${v.location ? `
       <div class="field" style="grid-column: 1 / -1;">
         <div class="field-label">Location / Context</div>

server.js

@@ -266,7 +266,8 @@ app.post('/api/violations', (req, res) => {
     employee_id, violation_type, violation_name, category,
     points, incident_date, incident_time, location,
     details, submitted_by, witness_name,
-    acknowledged_by, acknowledged_date
+    acknowledged_by, acknowledged_date,
+    amount
   } = req.body;
 
   if (!employee_id || !violation_type || !points || !incident_date) {
@@ -282,15 +283,17 @@ app.post('/api/violations', (req, res) => {
       points, incident_date, incident_time, location,
       details, submitted_by, witness_name,
       prior_active_points,
-      acknowledged_by, acknowledged_date
-    ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+      acknowledged_by, acknowledged_date,
+      amount
+    ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
   `).run(
     employee_id, violation_type, violation_name || violation_type,
     category || 'General', ptsInt, incident_date,
     incident_time || null, location || null,
     details || null, submitted_by || null, witness_name || null,
     priorPts,
-    acknowledged_by || null, acknowledged_date || null
+    acknowledged_by || null, acknowledged_date || null,
+    amount || null
   );
 
   audit('violation_created', 'violation', result.lastInsertRowid, submitted_by, {
@@ -302,7 +305,7 @@ app.post('/api/violations', (req, res) => {
 
 // ── Violation Amendment (edit) ───────────────────────────────────────────────
 // PATCH /api/violations/:id/amend — edit mutable fields; logs a diff per changed field
-const AMENDABLE_FIELDS = ['incident_time', 'location', 'details', 'submitted_by', 'witness_name', 'acknowledged_by', 'acknowledged_date'];
+const AMENDABLE_FIELDS = ['incident_time', 'location', 'details', 'submitted_by', 'witness_name', 'acknowledged_by', 'acknowledged_date', 'amount'];
 
 // Pre-build one prepared UPDATE statement per amendable field combination is not
 // practical (2^n combos), so instead we validate columns against the static
@@ -463,6 +466,100 @@ app.get('/api/audit', (req, res) => {
   res.json(db.prepare(sql).all(...args));
 });
 
+// ── Custom Violation Types ────────────────────────────────────────────────────
+// Persisted violation type definitions stored in violation_types table.
+// type_key is auto-generated (custom_<slug>) to avoid collisions with hardcoded keys.
+
+app.get('/api/violation-types', (req, res) => {
+  const rows = db.prepare('SELECT * FROM violation_types ORDER BY category ASC, name ASC').all();
+  res.json(rows.map(r => ({ ...r, fields: JSON.parse(r.fields) })));
+});
+
+app.post('/api/violation-types', (req, res) => {
+  const { name, category, chapter, description, min_points, max_points, fields, created_by } = req.body;
+  if (!name || !name.trim()) return res.status(400).json({ error: 'name is required' });
+
+  const minPts = parseInt(min_points) || 1;
+  const maxPts = parseInt(max_points) || minPts;
+  if (maxPts < minPts) return res.status(400).json({ error: 'max_points must be >= min_points' });
+
+  // Generate a unique type_key from the name, prefixed with 'custom_'
+  const base = 'custom_' + name.trim().toLowerCase().replace(/[^a-z0-9]+/g, '_').replace(/^_+|_+$/g, '');
+  let typeKey = base;
+  let suffix  = 2;
+  while (db.prepare('SELECT id FROM violation_types WHERE type_key = ?').get(typeKey)) {
+    typeKey = `${base}_${suffix++}`;
+  }
+
+  try {
+    const result = db.prepare(`
+      INSERT INTO violation_types (type_key, name, category, chapter, description, min_points, max_points, fields)
+      VALUES (?, ?, ?, ?, ?, ?, ?, ?)
+    `).run(
+      typeKey,
+      name.trim(),
+      (category || 'Custom').trim(),
+      chapter     || null,
+      description || null,
+      minPts,
+      maxPts,
+      JSON.stringify(fields && fields.length ? fields : ['description'])
+    );
+    const row = db.prepare('SELECT * FROM violation_types WHERE id = ?').get(result.lastInsertRowid);
+    audit('violation_type_created', 'violation_type', result.lastInsertRowid, created_by || null, { name: row.name, category: row.category });
+    res.status(201).json({ ...row, fields: JSON.parse(row.fields) });
+  } catch (err) {
+    res.status(500).json({ error: err.message });
+  }
+});
+
+app.put('/api/violation-types/:id', (req, res) => {
+  const id  = parseInt(req.params.id);
+  const row = db.prepare('SELECT * FROM violation_types WHERE id = ?').get(id);
+  if (!row) return res.status(404).json({ error: 'Violation type not found' });
+
+  const { name, category, chapter, description, min_points, max_points, fields, updated_by } = req.body;
+  if (!name || !name.trim()) return res.status(400).json({ error: 'name is required' });
+
+  const minPts = parseInt(min_points) || 1;
+  const maxPts = parseInt(max_points) || minPts;
+  if (maxPts < minPts) return res.status(400).json({ error: 'max_points must be >= min_points' });
+
+  db.prepare(`
+    UPDATE violation_types
+    SET name=?, category=?, chapter=?, description=?, min_points=?, max_points=?, fields=?, updated_at=CURRENT_TIMESTAMP
+    WHERE id=?
+  `).run(
+    name.trim(),
+    (category || 'Custom').trim(),
+    chapter     || null,
+    description || null,
+    minPts,
+    maxPts,
+    JSON.stringify(fields && fields.length ? fields : ['description']),
+    id
+  );
+
+  const updated = db.prepare('SELECT * FROM violation_types WHERE id = ?').get(id);
+  audit('violation_type_updated', 'violation_type', id, updated_by || null, { name: updated.name, category: updated.category });
+  res.json({ ...updated, fields: JSON.parse(updated.fields) });
+});
+
+app.delete('/api/violation-types/:id', (req, res) => {
+  const id  = parseInt(req.params.id);
+  const row = db.prepare('SELECT * FROM violation_types WHERE id = ?').get(id);
+  if (!row) return res.status(404).json({ error: 'Violation type not found' });
+
+  const usage = db.prepare('SELECT COUNT(*) as count FROM violations WHERE violation_type = ?').get(row.type_key);
+  if (usage.count > 0) {
+    return res.status(409).json({ error: `Cannot delete: ${usage.count} violation(s) reference this type. Negate those violations first.` });
+  }
+
+  db.prepare('DELETE FROM violation_types WHERE id = ?').run(id);
+  audit('violation_type_deleted', 'violation_type', id, null, { name: row.name, type_key: row.type_key });
+  res.json({ ok: true });
+});
+
 // ── PDF endpoint ─────────────────────────────────────────────────────────────
 app.get('/api/violations/:id/pdf', async (req, res) => {
   try {