Remove unified reports centre for later phase
This commit is contained in:
A R R R Associates
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"""Unified role-aware reports centre UI."""
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from __future__ import annotations
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from dataclasses import dataclass
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from typing import Iterable
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SYSTEM_ADMIN = {"System Admin", "Super Admin"}
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FIRM_ADMIN = {"Firm Admin"}
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PARTNER = {"Partner"}
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MANAGER = {"Manager", "Branch Manager"}
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STAFF = {"Staff", "Employee"}
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CLIENT = {"Client"}
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CONSULTANT = {"Consultant"}
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ALL_DASHBOARD_ROLES = SYSTEM_ADMIN | FIRM_ADMIN | PARTNER | MANAGER | STAFF | CLIENT | CONSULTANT
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@dataclass(frozen=True)
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class ReportCard:
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title: str
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description: str
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href: str
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group: str
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roles: tuple[str, ...]
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badge: str = "Open"
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area: str = "General"
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importance: int = 50
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def _role_set(roles: Iterable[str] | None) -> set[str]:
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return {str(role).strip() for role in (roles or []) if str(role).strip()}
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def _has_any(user_roles: set[str], allowed: set[str]) -> bool:
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return bool(user_roles.intersection(allowed))
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def can_access_reports(roles: Iterable[str] | None, permissions: Iterable[str] | None = None) -> bool:
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role_set = _role_set(roles)
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permission_set = set(permissions or [])
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if role_set.intersection(ALL_DASHBOARD_ROLES):
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return True
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return bool(permission_set.intersection({
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"system.settings.view",
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"users.view",
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"clients.view",
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"services.view",
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"billing.view",
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"employees.ess.view",
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"employees.work.view_self",
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"consultants.view",
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"alerts.view",
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}))
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def _all_cards() -> list[ReportCard]:
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return [
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# System Admin
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ReportCard("Platform Overview", "Open platform KPIs, firm status, SMTP, storage and setup indicators.", "/system-admin/dashboard", "system", ("System Admin",), "Dashboard", "Platform", 5),
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ReportCard("Firm Setup Completeness", "Review firm, branch, FY, admin invite, services and branding readiness.", "/system-admin/dashboard?tab=firm-setup-health", "system", ("System Admin",), "Dashboard", "Setup", 10),
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ReportCard("Firm List / Tenant Report", "Open platform firm list with branch, user and setup summary.", "/system-admin/dashboard?tab=firms", "system", ("System Admin",), "Dashboard", "Platform", 20),
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ReportCard("Service Catalogue Readiness", "Check service categories, catalogue items and default task template readiness.", "/system-admin/dashboard?tab=catalogue", "system", ("System Admin",), "Dashboard", "Services", 30),
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ReportCard("Platform SMTP Status", "Review platform SMTP configuration used for firm invites and system emails.", "/system-admin/dashboard?tab=smtp", "system", ("System Admin",), "Dashboard", "Email", 35),
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ReportCard("Storage Status", "Review persistent storage, branding storage and backup storage readiness.", "/system-admin/dashboard?tab=storage", "system", ("System Admin",), "Dashboard", "Storage", 40),
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ReportCard("Platform Billing Readiness", "Review platform billing and subscription readiness indicators.", "/system-admin/dashboard?tab=billing", "billing", ("System Admin",), "Dashboard", "Billing", 45),
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ReportCard("Platform Audit Logs", "Open audit log trail for platform-level actions.", "/system-admin/dashboard?tab=audit-logs", "audit", ("System Admin",), "Dashboard", "Audit", 50),
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# Firm Admin
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ReportCard("Firm Administration Overview", "Open firm setup health, branches, users, services, FY and settings.", "/firm-admin/dashboard", "system", ("Firm Admin",), "Dashboard", "Firm Setup", 5),
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ReportCard("Branch Setup Report", "Review branches, primary branch readiness and branch setup shortcuts.", "/firm-admin/dashboard?tab=branches", "system", ("Firm Admin",), "Dashboard", "Branches", 10),
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ReportCard("Users & Roles Report", "Review user access, roles and invite/admin readiness for the firm.", "/firm-admin/dashboard?tab=users", "system", ("Firm Admin",), "Dashboard", "Users", 15),
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ReportCard("Firm Settings Completion", "Open firm profile, branding, SMTP and setup status.", "/firm-admin/dashboard?tab=firm-settings", "system", ("Firm Admin",), "Dashboard", "Settings", 20),
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ReportCard("Services Setup Readiness", "Review selected services and task-template setup readiness.", "/firm-admin/dashboard?tab=services", "work", ("Firm Admin",), "Dashboard", "Services", 25),
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ReportCard("Financial Year Report", "Review active FY, FY backup/lock and year setup readiness.", "/firm-admin/dashboard?tab=financial-years", "system", ("Firm Admin",), "Dashboard", "FY", 30),
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ReportCard("Firm Administration Audit Logs", "Open firm administration audit activity.", "/firm-admin/dashboard?tab=audit-logs", "audit", ("Firm Admin",), "Dashboard", "Audit", 35),
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# Partner
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ReportCard("Partner Operations Overview", "Open branch operations, client work, staff load, review and billing status.", "/partner/dashboard", "work", ("Partner",), "Dashboard", "Operations", 5),
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ReportCard("Branch Work Report", "Review branch work status, due work and service-wise operational load.", "/partner/dashboard?tab=branch-work", "work", ("Partner",), "Dashboard", "Work", 10),
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ReportCard("Partner Client Report", "Review branch clients, service mapping, pending work and status.", "/partner/dashboard?tab=clients", "client", ("Partner",), "Dashboard", "Clients", 15),
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ReportCard("Partner Staff Workload", "Review staff workload, open tasks, overdue and review pending work.", "/partner/dashboard?tab=staff", "work", ("Partner",), "Dashboard", "Staff", 20),
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ReportCard("Partner Review Pending", "Open partner-level review queue and pending approvals.", "/partner/dashboard?tab=review", "work", ("Partner",), "Dashboard", "Review", 25),
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ReportCard("Branch Billing Report", "Review branch billing, unbilled work and collection indicators.", "/partner/dashboard?tab=billing", "billing", ("Partner",), "Dashboard", "Billing", 30),
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# Manager
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ReportCard("Manager Execution Overview", "Open team work, due calendar, review queue and escalations.", "/manager/dashboard", "work", ("Manager", "Branch Manager"), "Dashboard", "Execution", 5),
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ReportCard("Team Work Report", "Review team work, due tasks, workload and current execution status.", "/manager/dashboard?tab=team-work", "work", ("Manager", "Branch Manager"), "Dashboard", "Team", 10),
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ReportCard("Manager Due Calendar", "Review due calendar, upcoming work and ageing buckets.", "/manager/dashboard?tab=due-calendar", "work", ("Manager", "Branch Manager"), "Dashboard", "Due Dates", 15),
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ReportCard("Manager Review Queue", "Open tasks waiting for manager review or correction.", "/manager/dashboard?tab=review-queue", "work", ("Manager", "Branch Manager"), "Dashboard", "Review", 20),
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ReportCard("Client Pending Under Manager", "Review tasks blocked because client data or documents are pending.", "/manager/dashboard?tab=client-pending", "client", ("Manager", "Branch Manager"), "Dashboard", "Client Pending", 25),
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ReportCard("Document Pending Report", "Review document requirements, uploads and pending work papers.", "/manager/dashboard?tab=documents", "work", ("Manager", "Branch Manager"), "Dashboard", "Documents", 30),
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ReportCard("Escalation Register", "Review overdue, ageing and escalation items under manager control.", "/manager/dashboard?tab=escalations", "audit", ("Manager", "Branch Manager"), "Dashboard", "Escalations", 35),
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# Employee / Staff
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ReportCard("Employee Portal Overview", "Open staff dashboard with attendance, work, HR, documents and reports.", "/employee/dashboard", "my", ("Staff", "Employee"), "Portal", "Personal", 5),
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ReportCard("My Pending Tasks", "Open my work board and pending assigned tasks.", "/employee/dashboard?tab=work", "my", ("Staff", "Employee"), "Portal", "Work", 10),
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ReportCard("My Due Today", "Open due today work from the employee portal work section.", "/employee/dashboard?tab=work", "my", ("Staff", "Employee"), "Portal", "Work", 15),
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ReportCard("My Overdue Tasks", "Open overdue and returned work from the employee portal.", "/employee/dashboard?tab=work", "my", ("Staff", "Employee"), "Portal", "Work", 20),
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ReportCard("My Attendance Report", "Open attendance punch details and attendance history.", "/employee/dashboard?tab=attendance", "hr", ("Staff", "Employee"), "Portal", "Attendance", 25),
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ReportCard("My Leave Report", "Open leave, balances and leave activity from HR profile.", "/employee/dashboard?tab=hr", "hr", ("Staff", "Employee"), "Portal", "Leave", 30),
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ReportCard("My Documents Report", "Open my documents and uploaded work papers.", "/employee/dashboard?tab=work", "my", ("Staff", "Employee"), "Portal", "Documents", 35),
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# Client
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ReportCard("Client Portal Overview", "Open client portal with pending actions, services, documents, billing and messages.", "/client/dashboard", "client", ("Client",), "Portal", "Client Portal", 5),
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ReportCard("Pending From Me", "Open documents, data and replies pending from the client side.", "/client/dashboard?tab=action-centre", "client", ("Client",), "Portal", "Action Centre", 10),
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ReportCard("My Compliance Status", "Review service-wise compliance and current work status.", "/client/dashboard?tab=services-documents", "client", ("Client",), "Portal", "Services", 15),
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ReportCard("Document History", "Open uploaded documents, firm shared documents and acknowledgements.", "/client/dashboard?tab=services-documents", "client", ("Client",), "Portal", "Documents", 20),
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ReportCard("Invoice Outstanding", "Open invoices, outstanding amounts and payment status.", "/client/dashboard?tab=billing-messages", "billing", ("Client",), "Portal", "Billing", 25),
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ReportCard("Payment History", "Open payment and receipt information in the client portal.", "/client/dashboard?tab=billing-messages", "billing", ("Client",), "Portal", "Payments", 30),
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ReportCard("Messages / Queries", "Open firm messages and query responses.", "/client/dashboard?tab=billing-messages", "client", ("Client",), "Portal", "Messages", 35),
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# Consultant
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ReportCard("Consultant Portal Overview", "Open consultant portal with work centre, clients, requests, documents and reports.", "/consultant/dashboard", "my", ("Consultant",), "Portal", "Consultant Portal", 5),
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ReportCard("Assigned Work Report", "Review consultant work centre and assigned tasks.", "/consultant/dashboard?tab=work-centre", "my", ("Consultant",), "Portal", "Work", 10),
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ReportCard("Consultant Pending Work", "Review pending, due and overdue consultant assignments.", "/consultant/dashboard?tab=work-centre", "my", ("Consultant",), "Portal", "Work", 15),
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ReportCard("Consultant Client Report", "Review consultant-linked clients and service requests.", "/consultant/dashboard?tab=clients-requests", "client", ("Consultant",), "Portal", "Clients", 20),
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ReportCard("Document Pending for Consultant", "Review consultant document and working paper requirements.", "/consultant/dashboard?tab=documents-clarifications", "my", ("Consultant",), "Portal", "Documents", 25),
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ReportCard("Clarification Pending", "Review clarifications between firm and consultant.", "/consultant/dashboard?tab=documents-clarifications", "my", ("Consultant",), "Portal", "Clarifications", 30),
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ReportCard("Consultant Service Requests", "Review consultant service requests and status.", "/consultant/dashboard?tab=clients-requests", "client", ("Consultant",), "Portal", "Requests", 35),
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# Existing module shortcuts visible to operational users
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ReportCard("Client Master", "Open the existing client master list and filters.", "/clients", "client", ("System Admin", "Firm Admin", "Partner", "Manager"), "Module", "Clients", 40),
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ReportCard("Documents Module", "Open document management and client/task document records.", "/documents", "client", ("System Admin", "Firm Admin", "Partner", "Manager", "Staff", "Employee"), "Module", "Documents", 45),
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ReportCard("Work Tracker", "Open the existing work tracker for operational task follow-up.", "/services/work-tracker", "work", ("System Admin", "Firm Admin", "Partner", "Manager"), "Module", "Tasks", 40),
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ReportCard("Subscriptions", "Open client service subscriptions and task generation readiness.", "/services/work-tracker/subscriptions", "work", ("System Admin", "Firm Admin", "Partner", "Manager"), "Module", "Services", 45),
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ReportCard("Billing Register", "Open existing billing invoices and payments area.", "/billing", "billing", ("System Admin", "Firm Admin", "Partner"), "Module", "Invoices", 40),
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ReportCard("Billing Payments", "Open existing payment receipts and collections.", "/billing/payments", "billing", ("System Admin", "Firm Admin", "Partner"), "Module", "Payments", 45),
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ReportCard("Employee Attendance", "Open employee attendance administration page.", "/employees/attendance", "hr", ("System Admin", "Firm Admin", "Partner", "Manager"), "Module", "Attendance", 40),
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ReportCard("Employee Progress", "Open employee progress and performance page.", "/employees/progress", "hr", ("System Admin", "Firm Admin", "Partner", "Manager"), "Module", "Progress", 45),
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ReportCard("Alerts", "Open alerts and notification centre.", "/alerts", "audit", ("System Admin", "Firm Admin", "Partner", "Manager", "Staff", "Employee", "Client", "Consultant"), "Module", "Alerts", 40),
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ReportCard("Audit Logs", "Open existing audit log page.", "/system-settings/audit-logs", "audit", ("System Admin", "Firm Admin"), "Module", "Audit", 45),
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]
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def _visible(card: ReportCard, roles: set[str]) -> bool:
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if _has_any(roles, SYSTEM_ADMIN):
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return True
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return bool(roles.intersection(set(card.roles)))
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def get_visible_report_cards(roles: Iterable[str] | None, permissions: Iterable[str] | None = None) -> list[ReportCard]:
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roles_set = _role_set(roles)
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cards = sorted([card for card in _all_cards() if _visible(card, roles_set)], key=lambda c: (c.importance, c.title))
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# Permission fallback for older accounts where explicit role names may be absent.
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permission_set = set(permissions or [])
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if not cards:
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if "clients.view" in permission_set:
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cards.append(ReportCard("Client Master", "Open the existing client master list and filters.", "/clients", "client", tuple(), "Module", "Clients", 10))
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if "services.view" in permission_set:
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cards.append(ReportCard("Work Tracker", "Open the existing work tracker for operational task follow-up.", "/services/work-tracker", "work", tuple(), "Module", "Tasks", 10))
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if "billing.view" in permission_set:
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cards.append(ReportCard("Billing Register", "Open existing billing invoices and payments area.", "/billing", "billing", tuple(), "Module", "Invoices", 10))
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if "employees.ess.view" in permission_set or "employees.work.view_self" in permission_set:
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cards.append(ReportCard("My Employee Portal", "Open your employee dashboard, attendance and work board.", "/employee/dashboard", "my", tuple(), "Portal", "Personal", 10))
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return cards
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def cards_by_group(cards: Iterable[ReportCard]) -> dict[str, list[ReportCard]]:
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groups = {"overview": [], "my": [], "work": [], "client": [], "billing": [], "hr": [], "system": [], "audit": []}
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for card in cards:
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groups.setdefault(card.group, []).append(card)
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return groups
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def cards_by_area(cards: Iterable[ReportCard]) -> dict[str, list[ReportCard]]:
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area_groups: dict[str, list[ReportCard]] = {}
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for card in cards:
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area_groups.setdefault(card.area, []).append(card)
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return dict(sorted(area_groups.items(), key=lambda item: item[0]))
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def recommended_cards(cards: Iterable[ReportCard], limit: int = 8) -> list[ReportCard]:
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return sorted(list(cards), key=lambda c: (c.importance, c.title))[:limit]
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def get_report_summary(cards: Iterable[ReportCard]) -> dict[str, int]:
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groups = cards_by_group(cards)
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all_cards = list(cards)
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return {
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"total": len(all_cards),
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"my": len(groups.get("my", [])),
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"work": len(groups.get("work", [])),
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"client": len(groups.get("client", [])),
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"billing": len(groups.get("billing", [])),
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"hr": len(groups.get("hr", [])),
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"system": len(groups.get("system", [])),
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"audit": len(groups.get("audit", [])),
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"dashboards": len([card for card in all_cards if card.badge == "Dashboard"]),
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"portals": len([card for card in all_cards if card.badge == "Portal"]),
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"modules": len([card for card in all_cards if card.badge == "Module"]),
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}
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def get_report_tabs(cards: Iterable[ReportCard]) -> list[dict[str, str | int]]:
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summary = get_report_summary(cards)
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return [
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{"key": "overview", "label": "Overview", "count": summary["total"]},
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{"key": "my-reports", "label": "My Reports", "count": summary["my"]},
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{"key": "work", "label": "Work", "count": summary["work"]},
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{"key": "client", "label": "Client & Documents", "count": summary["client"]},
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{"key": "billing", "label": "Billing", "count": summary["billing"]},
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{"key": "hr", "label": "HR / Attendance", "count": summary["hr"]},
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{"key": "system", "label": "System & Setup", "count": summary["system"]},
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{"key": "audit", "label": "Audit / Alerts", "count": summary["audit"]},
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]
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@@ -1,126 +0,0 @@
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{% extends "ui/templates/base/layout.html" %}
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{% block content %}
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<section class="space-y-6">
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<div class="rounded-3xl border border-slate-200 bg-white p-6 shadow-soft">
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<div class="flex flex-col gap-4 lg:flex-row lg:items-center lg:justify-between">
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<div>
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<p class="text-xs font-semibold uppercase tracking-[0.24em] text-brand-600">Role-wise Reports Centre V2</p>
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<h1 class="mt-2 text-2xl font-bold text-slate-900">Unified Reports Centre</h1>
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<p class="mt-1 text-sm text-slate-500">Use one role-aware place to open your dashboards, existing reports, portals and audit views.</p>
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</div>
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<div class="grid grid-cols-2 gap-2 text-center sm:grid-cols-4">
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<div class="rounded-2xl bg-slate-50 px-4 py-3">
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<div class="text-lg font-bold text-slate-900">{{ report_summary.total }}</div>
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<div class="text-xs text-slate-500">Available</div>
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</div>
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<div class="rounded-2xl bg-slate-50 px-4 py-3">
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<div class="text-lg font-bold text-slate-900">{{ report_summary.dashboards }}</div>
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<div class="text-xs text-slate-500">Dashboards</div>
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</div>
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<div class="rounded-2xl bg-slate-50 px-4 py-3">
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<div class="text-lg font-bold text-slate-900">{{ report_summary.portals }}</div>
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<div class="text-xs text-slate-500">Portals</div>
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</div>
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<div class="rounded-2xl bg-slate-50 px-4 py-3">
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<div class="text-lg font-bold text-slate-900">{{ report_summary.modules }}</div>
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<div class="text-xs text-slate-500">Modules</div>
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</div>
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</div>
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</div>
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<div class="mt-6 flex flex-col gap-3 lg:flex-row lg:items-center lg:justify-between">
|
|
||||||
<div class="overflow-x-auto">
|
|
||||||
<div class="flex min-w-max gap-2 rounded-2xl bg-slate-100 p-1">
|
|
||||||
{% for tab in report_tabs %}
|
|
||||||
<a href="/reports?tab={{ tab.key }}"
|
|
||||||
data-reports-tab="{{ tab.key }}"
|
|
||||||
class="reports-tab rounded-xl px-4 py-2 text-sm font-semibold transition {% if active_tab == tab.key %}bg-white text-brand-700 shadow-soft{% else %}text-slate-600 hover:bg-white hover:text-slate-900{% endif %}">
|
|
||||||
{{ tab.label }}
|
|
||||||
<span class="ml-1 rounded-full bg-white/70 px-2 py-0.5 text-xs text-slate-500">{{ tab.count }}</span>
|
|
||||||
</a>
|
|
||||||
{% endfor %}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
<div class="w-full lg:w-80">
|
|
||||||
<label for="reports-search" class="sr-only">Search reports</label>
|
|
||||||
<input id="reports-search" type="search" placeholder="Search report cards..." class="w-full rounded-2xl border border-slate-200 bg-white px-4 py-2 text-sm text-slate-700 outline-none focus:border-brand-400 focus:ring-2 focus:ring-brand-100">
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div id="reports-centre-panel" data-initial-tab="{{ active_tab }}" class="min-h-[360px]">
|
|
||||||
<div class="rounded-3xl border border-slate-200 bg-white p-8 text-center text-sm text-slate-500 shadow-soft">Loading reports...</div>
|
|
||||||
</div>
|
|
||||||
</section>
|
|
||||||
|
|
||||||
<script>
|
|
||||||
(function () {
|
|
||||||
const panel = document.getElementById('reports-centre-panel');
|
|
||||||
const tabs = Array.from(document.querySelectorAll('[data-reports-tab]'));
|
|
||||||
const searchInput = document.getElementById('reports-search');
|
|
||||||
if (!panel || !tabs.length) return;
|
|
||||||
|
|
||||||
function setActive(tabName) {
|
|
||||||
tabs.forEach((tab) => {
|
|
||||||
const active = tab.dataset.reportsTab === tabName;
|
|
||||||
tab.classList.toggle('bg-white', active);
|
|
||||||
tab.classList.toggle('text-brand-700', active);
|
|
||||||
tab.classList.toggle('shadow-soft', active);
|
|
||||||
tab.classList.toggle('text-slate-600', !active);
|
|
||||||
});
|
|
||||||
}
|
|
||||||
|
|
||||||
function applySearch() {
|
|
||||||
const query = (searchInput && searchInput.value || '').trim().toLowerCase();
|
|
||||||
const cards = Array.from(panel.querySelectorAll('[data-report-card]'));
|
|
||||||
let shown = 0;
|
|
||||||
cards.forEach((card) => {
|
|
||||||
const haystack = (card.dataset.searchText || card.textContent || '').toLowerCase();
|
|
||||||
const visible = !query || haystack.includes(query);
|
|
||||||
card.classList.toggle('hidden', !visible);
|
|
||||||
if (visible) shown += 1;
|
|
||||||
});
|
|
||||||
const empty = panel.querySelector('[data-report-search-empty]');
|
|
||||||
if (empty) empty.classList.toggle('hidden', !query || shown > 0);
|
|
||||||
}
|
|
||||||
|
|
||||||
async function loadTab(tabName, pushState) {
|
|
||||||
setActive(tabName);
|
|
||||||
panel.innerHTML = '<div class="rounded-3xl border border-slate-200 bg-white p-8 text-center text-sm text-slate-500 shadow-soft">Loading...</div>';
|
|
||||||
try {
|
|
||||||
const response = await fetch('/reports/tab/' + encodeURIComponent(tabName), {
|
|
||||||
headers: { 'X-Requested-With': 'fetch' }
|
|
||||||
});
|
|
||||||
if (!response.ok) throw new Error('Tab load failed');
|
|
||||||
panel.innerHTML = await response.text();
|
|
||||||
applySearch();
|
|
||||||
if (pushState) {
|
|
||||||
const url = new URL(window.location.href);
|
|
||||||
url.searchParams.set('tab', tabName);
|
|
||||||
history.pushState({ tab: tabName }, '', url.toString());
|
|
||||||
}
|
|
||||||
} catch (err) {
|
|
||||||
panel.innerHTML = '<div class="rounded-3xl border border-red-200 bg-red-50 p-6 text-sm text-red-700 shadow-soft">Unable to load this reports tab. Please refresh the page.</div>';
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
tabs.forEach((tab) => {
|
|
||||||
tab.addEventListener('click', function (event) {
|
|
||||||
event.preventDefault();
|
|
||||||
loadTab(tab.dataset.reportsTab, true);
|
|
||||||
});
|
|
||||||
});
|
|
||||||
|
|
||||||
if (searchInput) {
|
|
||||||
searchInput.addEventListener('input', applySearch);
|
|
||||||
}
|
|
||||||
|
|
||||||
window.addEventListener('popstate', function () {
|
|
||||||
const url = new URL(window.location.href);
|
|
||||||
loadTab(url.searchParams.get('tab') || 'overview', false);
|
|
||||||
});
|
|
||||||
|
|
||||||
loadTab(panel.dataset.initialTab || 'overview', false);
|
|
||||||
})();
|
|
||||||
</script>
|
|
||||||
{% endblock %}
|
|
||||||
@@ -1,36 +0,0 @@
|
|||||||
<div class="rounded-3xl border border-slate-200 bg-white p-6 shadow-soft">
|
|
||||||
<div class="flex flex-col gap-2 sm:flex-row sm:items-end sm:justify-between">
|
|
||||||
<div>
|
|
||||||
<p class="text-xs font-semibold uppercase tracking-[0.22em] text-brand-600">{{ section_kicker }}</p>
|
|
||||||
<h2 class="mt-1 text-xl font-bold text-slate-900">{{ section_title }}</h2>
|
|
||||||
<p class="mt-1 text-sm text-slate-500">{{ section_description }}</p>
|
|
||||||
</div>
|
|
||||||
<div class="text-sm text-slate-500">{{ active_cards|length }} available</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div data-report-search-empty class="mt-6 hidden rounded-2xl border border-dashed border-slate-300 bg-slate-50 p-6 text-sm text-slate-600">
|
|
||||||
No report cards match your search.
|
|
||||||
</div>
|
|
||||||
|
|
||||||
{% if active_cards %}
|
|
||||||
<div class="mt-6 grid gap-4 md:grid-cols-2 xl:grid-cols-3">
|
|
||||||
{% for card in active_cards %}
|
|
||||||
<a href="{{ card.href }}" data-report-card data-search-text="{{ card.title }} {{ card.description }} {{ card.badge }} {{ card.area }}" class="group rounded-2xl border border-slate-200 bg-slate-50 p-5 transition hover:border-brand-200 hover:bg-white hover:shadow-soft">
|
|
||||||
<div class="flex items-start justify-between gap-3">
|
|
||||||
<div>
|
|
||||||
<div class="font-semibold text-slate-900 group-hover:text-brand-700">{{ card.title }}</div>
|
|
||||||
<div class="mt-1 text-xs font-semibold uppercase tracking-wide text-slate-400">{{ card.area }}</div>
|
|
||||||
</div>
|
|
||||||
<span class="shrink-0 rounded-full bg-white px-2 py-1 text-[11px] font-semibold text-slate-500">{{ card.badge }}</span>
|
|
||||||
</div>
|
|
||||||
<p class="mt-2 text-sm leading-6 text-slate-600">{{ card.description }}</p>
|
|
||||||
<div class="mt-4 text-sm font-semibold text-brand-700">Open →</div>
|
|
||||||
</a>
|
|
||||||
{% endfor %}
|
|
||||||
</div>
|
|
||||||
{% else %}
|
|
||||||
<div class="mt-6 rounded-2xl border border-dashed border-slate-300 bg-slate-50 p-6 text-sm text-slate-600">
|
|
||||||
No reports are assigned for this category under your current role. Use another reports tab or contact Firm Admin/System Admin for access.
|
|
||||||
</div>
|
|
||||||
{% endif %}
|
|
||||||
</div>
|
|
||||||
@@ -1,4 +0,0 @@
|
|||||||
{% set section_kicker = "Audit Trail" %}
|
|
||||||
{% set section_title = "Audit / Alerts" %}
|
|
||||||
{% set section_description = "Audit logs, alerts, escalations and action-tracking report links." %}
|
|
||||||
{% include "modules/unified_reports/templates/unified_reports/partials/_cards.html" %}
|
|
||||||
@@ -1,4 +0,0 @@
|
|||||||
{% set section_kicker = "Billing" %}
|
|
||||||
{% set section_title = "Billing Reports" %}
|
|
||||||
{% set section_description = "Invoices, payments, outstanding, branch billing and platform billing readiness reports." %}
|
|
||||||
{% include "modules/unified_reports/templates/unified_reports/partials/_cards.html" %}
|
|
||||||
@@ -1,4 +0,0 @@
|
|||||||
{% set section_kicker = "Clients & Documents" %}
|
|
||||||
{% set section_title = "Client & Document Reports" %}
|
|
||||||
{% set section_description = "Client master, client portal, pending-from-client, documents and compliance status report links." %}
|
|
||||||
{% include "modules/unified_reports/templates/unified_reports/partials/_cards.html" %}
|
|
||||||
@@ -1,4 +0,0 @@
|
|||||||
{% set section_kicker = "HR & Attendance" %}
|
|
||||||
{% set section_title = "HR / Attendance Reports" %}
|
|
||||||
{% set section_description = "Employee attendance, leave, progress and personal HR report links." %}
|
|
||||||
{% include "modules/unified_reports/templates/unified_reports/partials/_cards.html" %}
|
|
||||||
@@ -1,4 +0,0 @@
|
|||||||
{% set section_kicker = "Personal" %}
|
|
||||||
{% set section_title = "My Reports" %}
|
|
||||||
{% set section_description = "Personal work, attendance, client or consultant portal reports available to your login." %}
|
|
||||||
{% include "modules/unified_reports/templates/unified_reports/partials/_cards.html" %}
|
|
||||||
@@ -1,68 +0,0 @@
|
|||||||
<div class="space-y-6">
|
|
||||||
<div class="grid gap-4 md:grid-cols-2 xl:grid-cols-4">
|
|
||||||
<div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft">
|
|
||||||
<div class="text-sm font-semibold text-slate-500">Total Available</div>
|
|
||||||
<div class="mt-2 text-3xl font-bold text-slate-900">{{ report_summary.total }}</div>
|
|
||||||
<div class="mt-1 text-xs text-slate-400">Role-aware report cards</div>
|
|
||||||
</div>
|
|
||||||
<div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft">
|
|
||||||
<div class="text-sm font-semibold text-slate-500">Work / Execution</div>
|
|
||||||
<div class="mt-2 text-3xl font-bold text-slate-900">{{ report_summary.work }}</div>
|
|
||||||
<div class="mt-1 text-xs text-slate-400">Task, review and due reports</div>
|
|
||||||
</div>
|
|
||||||
<div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft">
|
|
||||||
<div class="text-sm font-semibold text-slate-500">Client / Documents</div>
|
|
||||||
<div class="mt-2 text-3xl font-bold text-slate-900">{{ report_summary.client }}</div>
|
|
||||||
<div class="mt-1 text-xs text-slate-400">Client, portal and document views</div>
|
|
||||||
</div>
|
|
||||||
<div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft">
|
|
||||||
<div class="text-sm font-semibold text-slate-500">Admin / Audit</div>
|
|
||||||
<div class="mt-2 text-3xl font-bold text-slate-900">{{ report_summary.system + report_summary.audit }}</div>
|
|
||||||
<div class="mt-1 text-xs text-slate-400">Setup and audit shortcuts</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="rounded-3xl border border-slate-200 bg-white p-6 shadow-soft">
|
|
||||||
<div class="flex flex-col gap-2 sm:flex-row sm:items-end sm:justify-between">
|
|
||||||
<div>
|
|
||||||
<p class="text-xs font-semibold uppercase tracking-[0.22em] text-brand-600">Recommended</p>
|
|
||||||
<h2 class="mt-1 text-xl font-bold text-slate-900">Start here</h2>
|
|
||||||
<p class="mt-1 text-sm text-slate-500">Most useful reports and dashboard links for your current role.</p>
|
|
||||||
</div>
|
|
||||||
<div class="text-sm text-slate-500">{{ recommended_cards|length }} recommended</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div data-report-search-empty class="mt-6 hidden rounded-2xl border border-dashed border-slate-300 bg-slate-50 p-6 text-sm text-slate-600">
|
|
||||||
No report cards match your search.
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="mt-6 grid gap-4 md:grid-cols-2 xl:grid-cols-4">
|
|
||||||
{% for card in recommended_cards %}
|
|
||||||
<a href="{{ card.href }}" data-report-card data-search-text="{{ card.title }} {{ card.description }} {{ card.badge }} {{ card.area }}" class="group rounded-2xl border border-slate-200 bg-slate-50 p-5 transition hover:border-brand-200 hover:bg-white hover:shadow-soft">
|
|
||||||
<div class="flex items-start justify-between gap-3">
|
|
||||||
<div>
|
|
||||||
<div class="font-semibold text-slate-900 group-hover:text-brand-700">{{ card.title }}</div>
|
|
||||||
<div class="mt-1 text-xs font-semibold uppercase tracking-wide text-slate-400">{{ card.area }}</div>
|
|
||||||
</div>
|
|
||||||
<span class="shrink-0 rounded-full bg-white px-2 py-1 text-[11px] font-semibold text-slate-500">{{ card.badge }}</span>
|
|
||||||
</div>
|
|
||||||
<p class="mt-2 text-sm leading-6 text-slate-600">{{ card.description }}</p>
|
|
||||||
<div class="mt-4 text-sm font-semibold text-brand-700">Open →</div>
|
|
||||||
</a>
|
|
||||||
{% endfor %}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div class="rounded-3xl border border-slate-200 bg-white p-6 shadow-soft">
|
|
||||||
<p class="text-xs font-semibold uppercase tracking-[0.22em] text-brand-600">Grouped View</p>
|
|
||||||
<h2 class="mt-1 text-xl font-bold text-slate-900">Report areas</h2>
|
|
||||||
<div class="mt-5 grid gap-3 md:grid-cols-2 xl:grid-cols-3">
|
|
||||||
{% for area, cards in report_area_groups.items() %}
|
|
||||||
<div class="rounded-2xl border border-slate-200 bg-slate-50 p-4">
|
|
||||||
<div class="font-semibold text-slate-900">{{ area }}</div>
|
|
||||||
<div class="mt-1 text-sm text-slate-500">{{ cards|length }} report link{{ '' if cards|length == 1 else 's' }}</div>
|
|
||||||
</div>
|
|
||||||
{% endfor %}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
@@ -1,4 +0,0 @@
|
|||||||
{% set section_kicker = "Administration" %}
|
|
||||||
{% set section_title = "System & Setup Reports" %}
|
|
||||||
{% set section_description = "Firm setup, branch setup, users, roles, SMTP, storage, FY and platform readiness report links." %}
|
|
||||||
{% include "modules/unified_reports/templates/unified_reports/partials/_cards.html" %}
|
|
||||||
@@ -1,4 +0,0 @@
|
|||||||
{% set section_kicker = "Execution" %}
|
|
||||||
{% set section_title = "Work Reports" %}
|
|
||||||
{% set section_description = "Task, due-date, review, workload, service readiness and work tracker reports." %}
|
|
||||||
{% include "modules/unified_reports/templates/unified_reports/partials/_cards.html" %}
|
|
||||||
@@ -1,133 +0,0 @@
|
|||||||
from __future__ import annotations
|
|
||||||
|
|
||||||
from fastapi import APIRouter, Request
|
|
||||||
from fastapi.responses import RedirectResponse
|
|
||||||
|
|
||||||
from app.core.db.common import CommonSessionLocal
|
|
||||||
from app.core.http_responses import ui_access_denied
|
|
||||||
from app.core.security.csrf import get_or_create_csrf_token
|
|
||||||
from app.core.security.session_auth import get_current_user
|
|
||||||
from app.core.templating import templates
|
|
||||||
from app.modules.core.rbac.deps import get_user_permissions, get_user_roles
|
|
||||||
from app.modules.unified_reports.service import (
|
|
||||||
can_access_reports,
|
|
||||||
cards_by_area,
|
|
||||||
cards_by_group,
|
|
||||||
get_report_summary,
|
|
||||||
get_report_tabs,
|
|
||||||
get_visible_report_cards,
|
|
||||||
recommended_cards,
|
|
||||||
)
|
|
||||||
|
|
||||||
router = APIRouter(prefix="/reports", tags=["unified-reports-ui"])
|
|
||||||
|
|
||||||
_ALLOWED_TABS = {
|
|
||||||
"overview": "overview",
|
|
||||||
"my-reports": "my",
|
|
||||||
"work": "work",
|
|
||||||
"client": "client",
|
|
||||||
"billing": "billing",
|
|
||||||
"hr": "hr",
|
|
||||||
"system": "system",
|
|
||||||
"audit": "audit",
|
|
||||||
# Backward-compatible aliases from V1 direct links.
|
|
||||||
"my_reports": "my",
|
|
||||||
}
|
|
||||||
|
|
||||||
_PARTIALS = {
|
|
||||||
"overview": "modules/unified_reports/templates/unified_reports/partials/overview.html",
|
|
||||||
"my-reports": "modules/unified_reports/templates/unified_reports/partials/my_reports.html",
|
|
||||||
"my_reports": "modules/unified_reports/templates/unified_reports/partials/my_reports.html",
|
|
||||||
"work": "modules/unified_reports/templates/unified_reports/partials/work.html",
|
|
||||||
"client": "modules/unified_reports/templates/unified_reports/partials/client.html",
|
|
||||||
"billing": "modules/unified_reports/templates/unified_reports/partials/billing.html",
|
|
||||||
"hr": "modules/unified_reports/templates/unified_reports/partials/hr.html",
|
|
||||||
"system": "modules/unified_reports/templates/unified_reports/partials/system.html",
|
|
||||||
"audit": "modules/unified_reports/templates/unified_reports/partials/audit.html",
|
|
||||||
}
|
|
||||||
|
|
||||||
|
|
||||||
def _login_redirect() -> RedirectResponse:
|
|
||||||
return RedirectResponse(url="/login", status_code=303)
|
|
||||||
|
|
||||||
|
|
||||||
def _current_user_or_response(request: Request, db):
|
|
||||||
current_user = get_current_user(request, db=db)
|
|
||||||
if not current_user:
|
|
||||||
return None, _login_redirect()
|
|
||||||
roles = get_user_roles(db, current_user.id)
|
|
||||||
permissions = get_user_permissions(db, current_user.id)
|
|
||||||
if not can_access_reports(roles, permissions):
|
|
||||||
return None, ui_access_denied()
|
|
||||||
return current_user, None
|
|
||||||
|
|
||||||
|
|
||||||
def _payload(db, current_user):
|
|
||||||
roles = get_user_roles(db, current_user.id)
|
|
||||||
permissions = get_user_permissions(db, current_user.id)
|
|
||||||
cards = get_visible_report_cards(roles, permissions)
|
|
||||||
groups = cards_by_group(cards)
|
|
||||||
return {
|
|
||||||
"current_user_roles": roles,
|
|
||||||
"current_user_permissions": permissions,
|
|
||||||
"report_cards": cards,
|
|
||||||
"report_groups": groups,
|
|
||||||
"report_area_groups": cards_by_area(cards),
|
|
||||||
"recommended_cards": recommended_cards(cards),
|
|
||||||
"report_tabs": get_report_tabs(cards),
|
|
||||||
"report_summary": get_report_summary(cards),
|
|
||||||
}
|
|
||||||
|
|
||||||
|
|
||||||
def _base_context(request: Request, db, current_user, **extra):
|
|
||||||
ctx = {
|
|
||||||
"request": request,
|
|
||||||
"current_user": current_user,
|
|
||||||
"csrf_token": get_or_create_csrf_token(request),
|
|
||||||
}
|
|
||||||
ctx.update(_payload(db, current_user))
|
|
||||||
ctx.update(extra)
|
|
||||||
return ctx
|
|
||||||
|
|
||||||
|
|
||||||
@router.get("")
|
|
||||||
def reports_home(request: Request, tab: str = "overview"):
|
|
||||||
db = CommonSessionLocal()
|
|
||||||
try:
|
|
||||||
current_user, response = _current_user_or_response(request, db)
|
|
||||||
if response:
|
|
||||||
return response
|
|
||||||
active_tab = tab if tab in _ALLOWED_TABS else "overview"
|
|
||||||
return templates.TemplateResponse(
|
|
||||||
"modules/unified_reports/templates/unified_reports/dashboard.html",
|
|
||||||
_base_context(request, db, current_user, title="Reports Centre", active_tab=active_tab),
|
|
||||||
)
|
|
||||||
finally:
|
|
||||||
db.close()
|
|
||||||
|
|
||||||
|
|
||||||
@router.get("/tab/{tab_name}")
|
|
||||||
def reports_tab(request: Request, tab_name: str):
|
|
||||||
db = CommonSessionLocal()
|
|
||||||
try:
|
|
||||||
current_user, response = _current_user_or_response(request, db)
|
|
||||||
if response:
|
|
||||||
return response
|
|
||||||
active_tab = tab_name if tab_name in _ALLOWED_TABS else "overview"
|
|
||||||
group_key = _ALLOWED_TABS[active_tab]
|
|
||||||
cards = get_visible_report_cards(get_user_roles(db, current_user.id), get_user_permissions(db, current_user.id))
|
|
||||||
group_cards = cards_by_group(cards)
|
|
||||||
return templates.TemplateResponse(
|
|
||||||
_PARTIALS[active_tab],
|
|
||||||
_base_context(
|
|
||||||
request,
|
|
||||||
db,
|
|
||||||
current_user,
|
|
||||||
title="Reports Centre",
|
|
||||||
active_tab=active_tab,
|
|
||||||
active_group=group_key,
|
|
||||||
active_cards=cards if group_key == "overview" else group_cards.get(group_key, []),
|
|
||||||
),
|
|
||||||
)
|
|
||||||
finally:
|
|
||||||
db.close()
|
|
||||||
+1
-2
@@ -27,7 +27,6 @@ from app.modules.notice_cases.ui import router as notice_cases_router
|
|||||||
from app.modules.wizards.ui import router as wizards_ui_router
|
from app.modules.wizards.ui import router as wizards_ui_router
|
||||||
from app.modules.system_admin_dashboard.ui import router as system_admin_dashboard_router
|
from app.modules.system_admin_dashboard.ui import router as system_admin_dashboard_router
|
||||||
from app.ui.routes.auth import router as auth_router
|
from app.ui.routes.auth import router as auth_router
|
||||||
from app.modules.unified_reports.ui import router as unified_reports_router
|
|
||||||
from app.modules.workspace_navigation.ui import router as workspace_navigation_router
|
from app.modules.workspace_navigation.ui import router as workspace_navigation_router
|
||||||
from app.modules.firm_admin_dashboard.ui import router as firm_admin_dashboard_router
|
from app.modules.firm_admin_dashboard.ui import router as firm_admin_dashboard_router
|
||||||
|
|
||||||
@@ -51,7 +50,6 @@ def mount_ui(app: FastAPI) -> None:
|
|||||||
app.include_router(marketplace_ui_router)
|
app.include_router(marketplace_ui_router)
|
||||||
app.include_router(documents_ui_router)
|
app.include_router(documents_ui_router)
|
||||||
app.include_router(alerts_ui_router)
|
app.include_router(alerts_ui_router)
|
||||||
app.include_router(unified_reports_router)
|
|
||||||
app.include_router(workspace_navigation_router)
|
app.include_router(workspace_navigation_router)
|
||||||
app.include_router(notice_cases_router)
|
app.include_router(notice_cases_router)
|
||||||
app.include_router(wizards_ui_router)
|
app.include_router(wizards_ui_router)
|
||||||
@@ -72,3 +70,4 @@ def mount_ui(app: FastAPI) -> None:
|
|||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|||||||
Reference in New Issue
Block a user