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

Partner Workspace

Review, control and escalation dashboard

Track assigned client engagements, pending reviews, blocked work, overdue items and documents requiring attention.

{% if current_user_roles and ('Manager' in current_user_roles or 'Branch Manager' in current_user_roles or 'Firm Admin' in current_user_roles) %}

Role-aware view: this partner login also carries team/administration responsibility.

{% endif %}
Open Review Board {% if current_user_roles and ('Manager' in current_user_roles or 'Branch Manager' in current_user_roles) %}Team Workspace{% endif %}
Tasks
{{ payload.summary.total }}
Visible portfolio
Pending Review
{{ payload.summary.pending_review }}
Needs partner action
Blocked
{{ payload.summary.blocked }}
Escalation
Overdue
{{ payload.summary.overdue }}
High risk
Clients
{{ payload.summary.clients }}
Assigned clients
Engagements
{{ payload.summary.engagements }}
Active portfolio

Attention Required

Items that need partner review, decision or intervention.

Open Review Board
{% set shown = namespace(count=0) %} {% for column in payload.columns %} {% if column.code in ['pending_review', 'clarification_required', 'blocked'] %} {% for task in column.tasks[:5] %} {% set shown.count = shown.count + 1 %}
{{ task.task_name }}
{{ task.client_display }} · {{ task.engagement_label }}
{{ column.label }}
Assigned to {{ task.assignee_display }}{% if task.internal_target_date %} · Target {{ task.internal_target_date }}{% endif %}
{% endfor %} {% endif %} {% endfor %} {% if shown.count == 0 %}
No pending partner attention items found.
{% endif %}
{% endblock %}