{% extends "ui/templates/base/layout.html" %} {% block content %}
{% include "modules/employees/templates/employees/_my_workspace_tabs.html" %}

{{ board.label }}

{% set scope_display = board.scope_display or {} %}

{{ scope_display.primary or (board.client.trade_name if board.client and board.client.trade_name else (board.client.client_name if board.client else 'Unlinked Client')) }} {% if scope_display.secondary %} · {{ scope_display.secondary }}{% elif board.client and board.client.client_code %} · {{ board.client.client_code }}{% endif %}

{% if scope_display.context %}

{{ scope_display.context }}

{% endif %}
{% if board.manual_blocker %}
{% elif not (board.subscription and board.subscription.is_locked) %} {% endif %} Engagement Documents Close
{% if request.query_params.get('quick_saved') %}
Checklist updated.
{% endif %} {% if request.query_params.get('quick_error') %}
{{ request.query_params.get('quick_error')|replace('+', ' ') }}
{% endif %} {% if request.query_params.get('workflow_error') %}
The task could not be saved. Complete any required response/evidence or resolve the approval gate.
{% endif %} {% if board.manual_blocker %}
Engagement on hold — {{ board.manual_blocker.label }}
{% if board.manual_blocker.notes %}
{{ board.manual_blocker.notes }}
{% endif %} {% if board.manual_blocker.follow_up_date %}
Follow-up: {{ board.manual_blocker.follow_up_date }}
{% endif %}
{% endif %}
Progress
{{ board.progress_percent }}%
{{ board.summary.completed }} / {{ board.summary.total }} closed
Pending
{{ board.summary.pending }}
In Progress
{{ board.summary.in_progress }}
Blocked
{{ board.summary.blocked }}
Completed / N.A.
{{ board.summary.completed }}

Engagement Checklist

Routine work is one click. Open Details only when a response, evidence, remark or communication is needed.

✓ Done ! Blocked ✕ N/A ◆ Approval
{% for category in board.categories %}
{{ category.name }} · {{ category.completed }}/{{ category.total }}
{% for task in category.tasks %} {% set status = task.i1_status or (task.status or 'pending') %}
{% if status == 'completed' %}✓{% elif status == 'not_applicable' %}✕{% elif status == 'blocked' %}!{% elif status == 'in_progress' %}•{% else %}○{% endif %}
#{{ task.sequence_no }}

{{ task.task_name }}

{% if task.i1_review_label %} {% if task.i1_review_label == 'Approved' %} ◆ Approved {% elif task.i1_review_label == 'Returned for correction' %} ↩ Returned {% else %} ◆ {{ task.i1_review_label }} {% endif %} {% endif %} {% if task.i1_needs_evidence %} Evidence required {% endif %}
{% if task.description %}

{{ task.description }}

{% endif %} {% if task.i1_approval_blocker %}
🔒 {{ task.i1_approval_blocker.label }} — {{ task.i1_approval_blocker.task_name }}
{% endif %} {% if status == 'blocked' and task.remarks %}
! {{ task.remarks }}
{% elif status == 'not_applicable' and task.remarks %}
N/A: {{ task.remarks }}
{% endif %}
{% if not task.i1_approval_blocker and not task.is_locked and not (task.subscription and task.subscription.is_locked) %} {% if status not in ['completed', 'not_applicable'] %} {% if task.i1_quick_complete %}
{% else %} {% if task.i1_needs_evidence and not task.i1_has_evidence %}Upload Evidence{% else %}Complete Details{% endif %} {% endif %}
! Blocked
✕ N/A
{% endif %} {% else %} 🔒 Locked {% endif %}
{% endfor %} {% endfor %}
Escalate dependency or review delay

Engagement Summary

Existing engagement, team and document controls remain unchanged.

Open Documents
Engagement Status
{{ board.subscription.status if board.subscription else '-' }}
Financial Year
{{ board.subscription.financial_year if board.subscription else '-' }}
Due Date
{{ board.subscription.current_due_date if board.subscription else '-' }}
Review Partner
{{ board.subscription.review_partner.full_name if board.subscription and board.subscription.review_partner else '-' }}
{% endblock %}