Add AQMM quality tags to existing service task checklist
This commit is contained in:
A R R R Associates
@@ -47,6 +47,24 @@
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<textarea name="description" rows="4" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">{{ task.description or '' }}</textarea>
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</div>
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<div class="md:col-span-2 rounded-2xl border border-indigo-200 bg-indigo-50 p-4">
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<div class="text-sm font-semibold text-indigo-950">AQMM / Quality Control Tagging</div>
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<p class="mt-1 text-xs text-indigo-800">Use these only for tasks that should become part of the assurance engagement quality checklist. Non-assurance engagements will continue using the normal task flow.</p>
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<div class="mt-3 grid gap-3 md:grid-cols-2 text-sm text-slate-700">
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<label class="inline-flex items-center gap-2"><input type="checkbox" name="is_aqmm_task" {% if task.is_aqmm_task %}checked{% endif %}> Part of AQMM / quality checklist</label>
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<label class="inline-flex items-center gap-2"><input type="checkbox" name="aqmm_mandatory" {% if task.aqmm_mandatory %}checked{% endif %}> Mandatory for AQMM completion</label>
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<label class="inline-flex items-center gap-2"><input type="checkbox" name="aqmm_evidence_required" {% if task.aqmm_evidence_required %}checked{% endif %}> Evidence upload required</label>
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<label class="inline-flex items-center gap-2"><input type="checkbox" name="aqmm_manager_review_required" {% if task.aqmm_manager_review_required %}checked{% endif %}> Manager review required</label>
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<label class="inline-flex items-center gap-2"><input type="checkbox" name="aqmm_partner_review_required" {% if task.aqmm_partner_review_required %}checked{% endif %}> Partner review required</label>
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<label class="inline-flex items-center gap-2"><input type="checkbox" name="aqmm_review_partner_required" {% if task.aqmm_review_partner_required %}checked{% endif %}> Review partner review required</label>
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<label class="inline-flex items-center gap-2"><input type="checkbox" name="aqmm_blocks_final_release" {% if task.aqmm_blocks_final_release %}checked{% endif %}> Block final release until completed</label>
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<div>
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<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-indigo-800">AQMM Reference / Clause</label>
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<input type="text" name="aqmm_reference" value="{{ task.aqmm_reference or '' }}" class="w-full rounded-xl border border-indigo-200 px-3 py-2 text-sm" placeholder="e.g. Acceptance / Planning / Review">
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</div>
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</div>
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</div>
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<div class="md:col-span-2 rounded-xl border border-amber-200 bg-amber-50 p-4 text-sm text-amber-800">
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To deactivate this system default task, untick <strong>Active</strong> and save. Existing firm-copied tasks will not be automatically changed.
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</div>
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@@ -19,7 +19,7 @@
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<div class="mt-1 text-xs text-slate-500">
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Role: {{ task.default_role_name or '-' }} ·
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Mandatory: {{ 'Yes' if task.is_mandatory else 'No' }} ·
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Review: {{ 'Yes' if task.requires_review else 'No' }}
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Review: {{ 'Yes' if task.requires_review else 'No' }} · AQMM: {{ 'Yes' if task.is_aqmm_task else 'No' }}
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</div>
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</div>
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<div class="flex items-center gap-3">
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@@ -46,6 +46,19 @@
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<div><label class="mb-2 block text-sm font-medium text-slate-700">Sequence No</label><input type="number" min="1" name="sequence_no" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm"></div>
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<div class="flex items-center gap-6 pt-7 text-sm text-slate-700"><label class="inline-flex items-center gap-2"><input type="checkbox" name="is_mandatory" checked> Mandatory</label><label class="inline-flex items-center gap-2"><input type="checkbox" name="requires_review"> Review</label><label class="inline-flex items-center gap-2"><input type="checkbox" name="is_active" checked> Active</label></div>
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<div class="md:col-span-2"><label class="mb-2 block text-sm font-medium text-slate-700">Description</label><textarea name="description" rows="4" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm"></textarea></div>
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<div class="md:col-span-2 rounded-2xl border border-indigo-200 bg-indigo-50 p-4">
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<div class="text-sm font-semibold text-indigo-950">AQMM / Quality Control Tagging</div>
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<div class="mt-3 grid gap-2 md:grid-cols-4 text-xs text-slate-700">
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<label class="inline-flex items-center gap-1"><input type="checkbox" name="is_aqmm_task"> Part of AQMM</label>
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<label class="inline-flex items-center gap-1"><input type="checkbox" name="aqmm_mandatory"> Mandatory</label>
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<label class="inline-flex items-center gap-1"><input type="checkbox" name="aqmm_evidence_required"> Evidence required</label>
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<label class="inline-flex items-center gap-1"><input type="checkbox" name="aqmm_manager_review_required"> Manager review</label>
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<label class="inline-flex items-center gap-1"><input type="checkbox" name="aqmm_partner_review_required"> Partner review</label>
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<label class="inline-flex items-center gap-1"><input type="checkbox" name="aqmm_review_partner_required"> Review partner review</label>
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<label class="inline-flex items-center gap-1"><input type="checkbox" name="aqmm_blocks_final_release"> Blocks final release</label>
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<input name="aqmm_reference" placeholder="AQMM reference / clause" class="rounded-lg border border-indigo-200 px-2 py-1 text-xs">
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</div>
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</div>
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<div class="md:col-span-2 flex justify-end"><button class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700">Add Default Task</button></div>
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</form>
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</section>
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@@ -45,6 +45,41 @@
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</div>
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{% endif %}
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<div class="mt-5 rounded-2xl border border-white bg-white p-4">
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<div class="flex flex-wrap items-start justify-between gap-3">
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<div>
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<h4 class="text-sm font-semibold text-slate-900">AQMM Quality Checklist Tasks</h4>
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<p class="mt-1 text-xs text-slate-500">These are your existing service tasks tagged as part of AQMM. No separate checklist is created.</p>
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</div>
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<div class="grid grid-cols-2 gap-2 text-xs md:grid-cols-4">
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<span class="rounded-xl bg-slate-100 px-3 py-2">Total: <strong>{{ aqmm_task_summary.total if aqmm_task_summary else 0 }}</strong></span>
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<span class="rounded-xl bg-emerald-100 px-3 py-2 text-emerald-800">Completed: <strong>{{ aqmm_task_summary.completed if aqmm_task_summary else 0 }}</strong></span>
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<span class="rounded-xl bg-amber-100 px-3 py-2 text-amber-800">Evidence Missing: <strong>{{ aqmm_task_summary.evidence_missing if aqmm_task_summary else 0 }}</strong></span>
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<span class="rounded-xl bg-purple-100 px-3 py-2 text-purple-800">Final Blockers: <strong>{{ aqmm_task_summary.blockers|length if aqmm_task_summary else 0 }}</strong></span>
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</div>
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</div>
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<div class="mt-4 overflow-hidden rounded-xl border border-slate-200">
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<table class="min-w-full divide-y divide-slate-200 text-sm">
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<thead class="bg-slate-50"><tr><th class="px-3 py-2 text-left">Task</th><th class="px-3 py-2 text-left">AQMM Flags</th><th class="px-3 py-2 text-left">Evidence</th><th class="px-3 py-2 text-left">Status</th><th class="px-3 py-2 text-right">Action</th></tr></thead>
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<tbody class="divide-y divide-slate-100">
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{% for item in aqmm_task_summary.rows if aqmm_task_summary %}
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{% set task = item.task %}
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<tr>
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<td class="px-3 py-2"><div class="font-medium text-slate-900">{{ task.sequence_no }}. {{ task.task_name }}</div>{% if task.aqmm_reference %}<div class="text-xs text-slate-500">{{ task.aqmm_reference }}</div>{% endif %}</td>
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<td class="px-3 py-2 text-xs"><div class="flex flex-wrap gap-1">{% if task.aqmm_mandatory %}<span class="rounded-full bg-rose-100 px-2 py-1 text-rose-800">Mandatory</span>{% endif %}{% if task.aqmm_evidence_required %}<span class="rounded-full bg-sky-100 px-2 py-1 text-sky-800">Evidence</span>{% endif %}{% if task.aqmm_manager_review_required %}<span class="rounded-full bg-amber-100 px-2 py-1 text-amber-800">Manager</span>{% endif %}{% if task.aqmm_partner_review_required %}<span class="rounded-full bg-indigo-100 px-2 py-1 text-indigo-800">Partner</span>{% endif %}{% if task.aqmm_review_partner_required %}<span class="rounded-full bg-purple-100 px-2 py-1 text-purple-800">Review Partner</span>{% endif %}{% if task.aqmm_blocks_final_release %}<span class="rounded-full bg-slate-900 px-2 py-1 text-white">Final Gate</span>{% endif %}</div></td>
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<td class="px-3 py-2">{{ 'Uploaded' if item.has_evidence else ('Required' if task.aqmm_evidence_required else '-') }}</td>
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<td class="px-3 py-2"><span class="rounded-full px-2 py-1 text-xs font-medium {{ 'bg-emerald-100 text-emerald-800' if item.passes else 'bg-amber-100 text-amber-800' }}">{{ 'OK' if item.passes else item.issue }}</span><div class="mt-1 text-xs text-slate-500">Task: {{ task.status|replace('_',' ')|title }}</div></td>
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<td class="px-3 py-2 text-right"><a href="/documents/tasks/{{ task.id }}" class="text-xs font-medium text-brand-700 hover:underline">Open Evidence</a></td>
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</tr>
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{% else %}
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<tr><td colspan="5" class="px-3 py-6 text-center text-sm text-slate-500">No AQMM-tagged task generated yet. Mark selected service tasks as AQMM and generate work tracker tasks.</td></tr>
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{% endfor %}
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</tbody>
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</table>
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</div>
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</div>
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{% if my_pending_declarations %}
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<div class="mt-5 rounded-2xl border border-white bg-white p-4">
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<h4 class="text-sm font-semibold text-slate-900">My Pending Declarations</h4>
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@@ -83,7 +118,7 @@
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{% for task in tasks or [] %}
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<tr>
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<td class="px-4 py-3 text-sm font-medium text-slate-900">{{ task.sequence_no }}</td>
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<td class="px-4 py-3 text-sm"><div class="font-medium text-slate-900">{{ task.task_name }}</div>{% if task.description %}<div class="text-xs text-slate-500">{{ task.description }}</div>{% endif %}</td>
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<td class="px-4 py-3 text-sm"><div class="font-medium text-slate-900">{{ task.task_name }}</div>{% if task.description %}<div class="text-xs text-slate-500">{{ task.description }}</div>{% endif %}{% if task.is_aqmm_task %}<div class="mt-1 flex flex-wrap gap-1 text-[11px]"><span class="rounded-full bg-indigo-100 px-2 py-1 text-indigo-800">AQMM</span>{% if task.aqmm_mandatory %}<span class="rounded-full bg-rose-100 px-2 py-1 text-rose-800">Mandatory</span>{% endif %}{% if task.aqmm_evidence_required %}<span class="rounded-full bg-sky-100 px-2 py-1 text-sky-800">Evidence</span>{% endif %}</div>{% endif %}</td>
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<td class="px-4 py-3 text-sm text-slate-700">{{ task.status.replace('_',' ').title() }}</td>
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<td class="px-4 py-3 text-right"><a href="/documents/tasks/{{ task.id }}" class="text-sm font-medium text-brand-700 hover:underline">Open Task Documents</a></td>
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</tr>
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@@ -47,6 +47,24 @@
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<textarea name="description" rows="4" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">{{ task.description or '' }}</textarea>
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</div>
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<div class="md:col-span-2 rounded-2xl border border-indigo-200 bg-indigo-50 p-4">
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<div class="text-sm font-semibold text-indigo-950">AQMM / Quality Control Tagging</div>
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<p class="mt-1 text-xs text-indigo-800">Use these only for tasks that should become part of the assurance engagement quality checklist. Non-assurance engagements will continue using the normal task flow.</p>
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<div class="mt-3 grid gap-3 md:grid-cols-2 text-sm text-slate-700">
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<label class="inline-flex items-center gap-2"><input type="checkbox" name="is_aqmm_task" {% if task.is_aqmm_task %}checked{% endif %}> Part of AQMM / quality checklist</label>
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<label class="inline-flex items-center gap-2"><input type="checkbox" name="aqmm_mandatory" {% if task.aqmm_mandatory %}checked{% endif %}> Mandatory for AQMM completion</label>
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<label class="inline-flex items-center gap-2"><input type="checkbox" name="aqmm_evidence_required" {% if task.aqmm_evidence_required %}checked{% endif %}> Evidence upload required</label>
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<label class="inline-flex items-center gap-2"><input type="checkbox" name="aqmm_manager_review_required" {% if task.aqmm_manager_review_required %}checked{% endif %}> Manager review required</label>
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<label class="inline-flex items-center gap-2"><input type="checkbox" name="aqmm_partner_review_required" {% if task.aqmm_partner_review_required %}checked{% endif %}> Partner review required</label>
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<label class="inline-flex items-center gap-2"><input type="checkbox" name="aqmm_review_partner_required" {% if task.aqmm_review_partner_required %}checked{% endif %}> Review partner review required</label>
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<label class="inline-flex items-center gap-2"><input type="checkbox" name="aqmm_blocks_final_release" {% if task.aqmm_blocks_final_release %}checked{% endif %}> Block final release until completed</label>
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<div>
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<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-indigo-800">AQMM Reference / Clause</label>
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<input type="text" name="aqmm_reference" value="{{ task.aqmm_reference or '' }}" class="w-full rounded-xl border border-indigo-200 px-3 py-2 text-sm" placeholder="e.g. Acceptance / Planning / Review">
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</div>
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</div>
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</div>
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<div class="md:col-span-2 rounded-xl border border-amber-200 bg-amber-50 p-4 text-sm text-amber-800">
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To deactivate this task, untick <strong>Active</strong> and save. No hard delete is used.
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</div>
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@@ -74,6 +74,20 @@
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<label class="inline-flex items-center gap-1"><input type="checkbox" name="is_active" checked> Active</label>
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</div>
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</div>
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<div class="lg:col-span-12 rounded-2xl border border-indigo-200 bg-indigo-50 p-4">
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<div class="text-sm font-semibold text-indigo-950">AQMM / Quality Control Tagging</div>
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<p class="mt-1 text-xs text-indigo-800">Tick only the service checklist tasks that should form part of assurance engagement quality evidence.</p>
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<div class="mt-3 grid gap-2 md:grid-cols-4 text-xs text-slate-700">
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<label class="inline-flex items-center gap-1"><input type="checkbox" name="is_aqmm_task"> Part of AQMM</label>
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<label class="inline-flex items-center gap-1"><input type="checkbox" name="aqmm_mandatory"> Mandatory</label>
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<label class="inline-flex items-center gap-1"><input type="checkbox" name="aqmm_evidence_required"> Evidence required</label>
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<label class="inline-flex items-center gap-1"><input type="checkbox" name="aqmm_manager_review_required"> Manager review</label>
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<label class="inline-flex items-center gap-1"><input type="checkbox" name="aqmm_partner_review_required"> Partner review</label>
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<label class="inline-flex items-center gap-1"><input type="checkbox" name="aqmm_review_partner_required"> Review partner review</label>
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<label class="inline-flex items-center gap-1"><input type="checkbox" name="aqmm_blocks_final_release"> Blocks final release</label>
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<input name="aqmm_reference" placeholder="AQMM reference / clause" class="rounded-lg border border-indigo-200 px-2 py-1 text-xs">
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</div>
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</div>
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<div class="lg:col-span-10">
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<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Description</label>
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<textarea name="description" rows="2" class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm" placeholder="Optional instructions for staff or reviewer"></textarea>
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@@ -115,6 +129,10 @@
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<div class="flex flex-wrap gap-1">
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{% if task.is_mandatory %}<span class="rounded-full bg-slate-100 px-2 py-1">Mandatory</span>{% endif %}
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{% if task.requires_review %}<span class="rounded-full bg-amber-100 px-2 py-1 text-amber-800">Review</span>{% endif %}
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{% if task.is_aqmm_task %}<span class="rounded-full bg-indigo-100 px-2 py-1 text-indigo-800">AQMM</span>{% endif %}
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{% if task.aqmm_mandatory %}<span class="rounded-full bg-rose-100 px-2 py-1 text-rose-800">AQMM Mandatory</span>{% endif %}
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{% if task.aqmm_evidence_required %}<span class="rounded-full bg-sky-100 px-2 py-1 text-sky-800">Evidence</span>{% endif %}
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{% if task.aqmm_blocks_final_release %}<span class="rounded-full bg-purple-100 px-2 py-1 text-purple-800">Final Gate</span>{% endif %}
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<span class="rounded-full px-2 py-1 {{ 'bg-emerald-100 text-emerald-800' if task.is_active else 'bg-slate-100 text-slate-500' }}">{{ 'Active' if task.is_active else 'Inactive' }}</span>
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</div>
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</td>
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