{% extends "ui/templates/base/layout.html" %} {% block content %} {% if role_context == 'client' %} {% include "modules/clients/templates/clients/_client_tabs.html" ignore missing %} {% elif role_context == 'consultant' %} {% include "modules/consultants/templates/consultants/_consultant_tabs.html" ignore missing %} {% elif role_context == 'partner' %} {% include "modules/partners/templates/partners/_partner_tabs.html" ignore missing %} {% elif role_context == 'manager' %} {% include "modules/managers/templates/managers/_manager_tabs.html" ignore missing %} {% elif role_context == 'staff' %} {% include "modules/employees/templates/employees/_my_workspace_tabs.html" ignore missing %} {% endif %} {% set client = engagement.client %} {% set catalogue = engagement.catalogue %}
Unified Work Details

{{ catalogue.service_name if catalogue else 'Engagement' }}

{{ client.client_name if client else 'Client' }}{% if client and client.client_code %} • {{ client.client_code }}{% endif %} {% if engagement.financial_year %} • FY {{ engagement.financial_year }}{% endif %} {% if engagement.assessment_year %} • AY {{ engagement.assessment_year }}{% endif %}

{{ engagement.status.replace('_',' ').title() }} {% if engagement.current_due_date %}Due {{ engagement.current_due_date.strftime('%d-%m-%Y') }}{% endif %} Back
Open Tasks
{{ open_task_count }}
Completed
{{ completed_task_count }}
Engagement Docs
{{ engagement_documents|length }}
Timeline Notes
{{ timeline|length }}
{% if access.can_view_document_requests %}

Document & Clarification Requests

Live requirements for this engagement.

{% for req in document_requests %}
{{ req.title }}
{{ req.request_type.replace('_',' ').title() }} • From {{ req.requested_from.replace('_',' ').title() }}{% if req.due_date %} • Due {{ req.due_date.strftime('%d-%m-%Y') }}{% endif %}
{% if req.description %}
{{ req.description }}
{% endif %}
{{ req.status.replace('_',' ').title() }}
{% if access.can_update_document_requests %}
{% endif %}
{% else %}
No pending document or clarification requests.
{% endfor %}
{% endif %}

Task Board

Role-sensitive task view. Clients and consultants see only permitted action/comment options.

{% for task in tasks %}
{{ task.sequence_no }}. {{ task.task_name }}
{% if task.description %}
{{ task.description }}
{% endif %}
{{ task.status_label }} {{ task.priority_label }} {% if task.internal_target_date %}Target {{ task.internal_target_date.strftime('%d-%m-%Y') }}{% endif %} {% if access.can_view_assignee and task.assigned_to %}Assigned: {{ task.assigned_to.full_name or task.assigned_to.email }}{% endif %}
{% if access.can_update_tasks %}
{% endif %}
{% if access.can_update_tasks %}
Consultant Execution
{% if task.execution_mode == 'consultant' %}{{ task.consultant_assignment_status.replace('_',' ').title() }}{% endif %}
{% if task.execution_mode == 'consultant' and task.assigned_consultant %}
Assigned consultant: {{ task.assigned_consultant.full_name }}{% if task.consultant_submission_note %} • Submission: {{ task.consultant_submission_note }}{% endif %}
{% endif %} {% if task.consultant_assignment_status == 'submitted' %}
{% endif %}
{% endif %} {% if access.can_comment %}
{% if access.can_create_document_requests %}
Create document / clarification request
{% endif %} {% endif %}
{% else %}
No tasks have been generated for this engagement yet.
{% endfor %}

Communication Timeline

{% for note in timeline %}
{{ note.comment_type.replace('_',' ').title() }} {{ note.visibility.replace('_',' ').title() }} {% if note.created_by %}{{ note.created_by.full_name or note.created_by.email }}{% endif %} {% if note.created_at_utc %}{{ note.created_at_utc.strftime('%d-%m-%Y %H:%M') }}{% endif %} {% if note.task %}{{ note.task.task_name }}{% endif %}
{{ note.message }}
{% else %}
No communication yet.
{% endfor %}
{% endblock %}