Upgrade manager dashboard and wizards to v2
This commit is contained in:
A R R R Associates
@@ -5,7 +5,7 @@
|
||||
<div class="flex flex-col gap-4 lg:flex-row lg:items-center lg:justify-between">
|
||||
<div>
|
||||
<p class="text-xs font-semibold uppercase tracking-[0.24em] text-brand-100">Manager Execution Control</p>
|
||||
<h1 class="mt-2 text-2xl font-bold">Manager Dashboard</h1>
|
||||
<h1 class="mt-2 text-2xl font-bold">Manager Dashboard V2</h1>
|
||||
<p class="mt-2 max-w-3xl text-sm text-brand-100">Control team allocation, review queue, client pending items, documents and execution reports for the active branch/team.</p>
|
||||
<p class="mt-3 text-xs text-brand-100">FY: {{ overview.financial_year or 'All' }}{% if overview.branch %} · Branch: {{ overview.branch.name or overview.branch.code }}{% endif %}</p>
|
||||
</div>
|
||||
@@ -19,9 +19,11 @@
|
||||
{% set tabs = [
|
||||
('overview','Overview'),
|
||||
('team-work','Team Work'),
|
||||
('due-calendar','Due Calendar'),
|
||||
('review-queue','Review Queue'),
|
||||
('client-pending','Client Pending'),
|
||||
('documents','Documents'),
|
||||
('escalations','Escalations'),
|
||||
('reports','Reports'),
|
||||
('wizards','Wizards')
|
||||
] %}
|
||||
|
||||
@@ -5,7 +5,7 @@
|
||||
<th class="px-4 py-3 text-left">Client</th>
|
||||
<th class="px-4 py-3 text-left">Task</th>
|
||||
<th class="px-4 py-3 text-left">Service / Period</th>
|
||||
<th class="px-4 py-3 text-left">Due</th>
|
||||
<th class="px-4 py-3 text-left">Due / Age</th>
|
||||
<th class="px-4 py-3 text-left">Assigned</th>
|
||||
<th class="px-4 py-3 text-left">Status</th>
|
||||
<th class="px-4 py-3 text-right">Action</th>
|
||||
@@ -17,7 +17,7 @@
|
||||
<td class="px-4 py-3"><div class="font-semibold text-slate-900">{{ row.client_name }}</div><div class="text-xs text-slate-500">{{ row.client_code or '-' }}</div></td>
|
||||
<td class="px-4 py-3"><div class="font-semibold text-slate-900">{{ row.task_name }}</div><div class="text-xs text-slate-500">{{ row.comment_count }} timeline item(s)</div></td>
|
||||
<td class="px-4 py-3"><div>{{ row.service_name }}</div><div class="text-xs text-slate-500">{{ row.period }}</div></td>
|
||||
<td class="px-4 py-3"><span class="{% if row.is_overdue %}text-red-700 font-semibold{% elif row.is_due_today %}text-amber-700 font-semibold{% endif %}">{{ row.due_date or '-' }}</span></td>
|
||||
<td class="px-4 py-3"><span class="{% if row.is_overdue %}text-red-700 font-semibold{% elif row.is_due_today %}text-amber-700 font-semibold{% endif %}">{{ row.due_date or '-' }}</span>{% if row.days_overdue %}<div class="text-xs font-semibold text-red-600">{{ row.days_overdue }} day(s) overdue</div>{% endif %}</td>
|
||||
<td class="px-4 py-3">{{ row.assigned_to }}</td>
|
||||
<td class="px-4 py-3"><span class="rounded-full bg-slate-100 px-2.5 py-1 text-xs font-semibold text-slate-700">{{ row.status_label }}</span></td>
|
||||
<td class="px-4 py-3 text-right"><a href="{{ row.href }}" class="rounded-lg border border-slate-300 px-3 py-1.5 text-xs font-semibold text-slate-700 hover:bg-slate-50">Open</a></td>
|
||||
|
||||
@@ -0,0 +1,27 @@
|
||||
<div class="space-y-6">
|
||||
<section class="grid gap-4 md:grid-cols-2 xl:grid-cols-4">
|
||||
<div class="af-metric-card border-amber-200 bg-amber-50"><div class="text-xs font-semibold uppercase text-amber-700">Due Today</div><div class="mt-2 text-3xl font-semibold text-amber-700">{{ overview.due_today_count }}</div><div class="mt-1 text-xs text-amber-700">Must be controlled today</div></div>
|
||||
<div class="af-metric-card border-blue-200 bg-blue-50"><div class="text-xs font-semibold uppercase text-blue-700">Due This Week</div><div class="mt-2 text-3xl font-semibold text-blue-700">{{ overview.due_week_count }}</div><div class="mt-1 text-xs text-blue-700">Upcoming workload</div></div>
|
||||
<div class="af-metric-card border-red-200 bg-red-50"><div class="text-xs font-semibold uppercase text-red-700">Overdue</div><div class="mt-2 text-3xl font-semibold text-red-700">{{ overview.overdue_count }}</div><div class="mt-1 text-xs text-red-700">Escalation required</div></div>
|
||||
<div class="af-metric-card border-orange-200 bg-orange-50"><div class="text-xs font-semibold uppercase text-orange-700">Unassigned</div><div class="mt-2 text-3xl font-semibold text-orange-700">{{ overview.unassigned_count }}</div><div class="mt-1 text-xs text-orange-700">Allocation pending</div></div>
|
||||
</section>
|
||||
|
||||
<section class="grid gap-6 xl:grid-cols-[minmax(0,1fr)_340px]">
|
||||
<div class="space-y-6">
|
||||
<div class="af-card">
|
||||
<div class="mb-4 flex items-center justify-between gap-3"><div><h3 class="text-lg font-semibold text-slate-900">Due Today</h3><p class="text-sm text-slate-500">Tasks that should be completed or reviewed today.</p></div><a href="/manager/work" class="af-btn af-btn-primary">Work Board</a></div>
|
||||
{% set rows = due_today %}
|
||||
{% include 'modules/manager_dashboard/templates/manager_dashboard/partials/_task_table.html' %}
|
||||
</div>
|
||||
<div class="af-card">
|
||||
<div class="mb-4"><h3 class="text-lg font-semibold text-slate-900">Due This Week</h3><p class="text-sm text-slate-500">Upcoming work due within the next seven days.</p></div>
|
||||
{% set rows = due_week %}
|
||||
{% include 'modules/manager_dashboard/templates/manager_dashboard/partials/_task_table.html' %}
|
||||
</div>
|
||||
</div>
|
||||
<aside class="space-y-4">
|
||||
<div class="af-card"><h3 class="font-semibold text-slate-900">Overdue Ageing</h3><div class="mt-4 space-y-3">{% for item in age_buckets %}<div><div class="mb-1 flex justify-between text-xs font-semibold text-slate-600"><span>{{ item.label }}</span><span>{{ item.count }}</span></div><div class="h-2 rounded-full bg-slate-100"><div class="h-2 rounded-full bg-brand-600" style="width: {{ [item.count * 10, 100]|min }}%"></div></div></div>{% endfor %}</div></div>
|
||||
<div class="af-card"><h3 class="font-semibold text-slate-900">Status Mix</h3><div class="mt-4 space-y-2 text-sm">{% for item in status_summary[:6] %}<div class="flex justify-between rounded-xl bg-slate-50 px-3 py-2"><span>{{ item.label }}</span><span class="font-semibold">{{ item.count }}</span></div>{% else %}<p class="text-sm text-slate-500">No open status data.</p>{% endfor %}</div></div>
|
||||
</aside>
|
||||
</section>
|
||||
</div>
|
||||
@@ -0,0 +1,20 @@
|
||||
<div class="space-y-6">
|
||||
<section class="grid gap-4 md:grid-cols-2 xl:grid-cols-4">
|
||||
<div class="af-metric-card border-red-200 bg-red-50"><div class="text-xs font-semibold uppercase text-red-700">Overdue</div><div class="mt-2 text-3xl font-semibold text-red-700">{{ overview.overdue_count }}</div><div class="mt-1 text-xs text-red-700">Ageing risk</div></div>
|
||||
<div class="af-metric-card border-orange-200 bg-orange-50"><div class="text-xs font-semibold uppercase text-orange-700">Unassigned</div><div class="mt-2 text-3xl font-semibold text-orange-700">{{ overview.unassigned_count }}</div><div class="mt-1 text-xs text-orange-700">Manager action</div></div>
|
||||
<div class="af-metric-card border-amber-200 bg-amber-50"><div class="text-xs font-semibold uppercase text-amber-700">Client Pending</div><div class="mt-2 text-3xl font-semibold text-amber-700">{{ overview.client_pending_count }}</div><div class="mt-1 text-xs text-amber-700">Follow-up needed</div></div>
|
||||
<div class="af-metric-card"><div class="text-xs font-semibold uppercase text-slate-500">Escalation Items</div><div class="mt-2 text-3xl font-semibold text-slate-900">{{ overview.escalation_count }}</div><div class="mt-1 text-xs text-slate-500">Combined attention list</div></div>
|
||||
</section>
|
||||
|
||||
<section class="grid gap-6 xl:grid-cols-[minmax(0,1fr)_340px]">
|
||||
<div class="af-card">
|
||||
<div class="mb-4 flex items-center justify-between gap-3"><div><h3 class="text-lg font-semibold text-slate-900">Escalation Register</h3><p class="text-sm text-slate-500">Unassigned, overdue and client-pending tasks sorted by urgency.</p></div><a href="/alerts" class="af-btn af-btn-primary">Open Alerts</a></div>
|
||||
{% set rows = escalations %}
|
||||
{% include 'modules/manager_dashboard/templates/manager_dashboard/partials/_task_table.html' %}
|
||||
</div>
|
||||
<aside class="space-y-4">
|
||||
<div class="af-card"><h3 class="font-semibold text-slate-900">Ageing Buckets</h3><div class="mt-4 space-y-2 text-sm">{% for item in age_buckets %}<div class="flex justify-between rounded-xl bg-slate-50 px-3 py-2"><span>{{ item.label }}</span><span class="font-semibold">{{ item.count }}</span></div>{% endfor %}</div></div>
|
||||
<div class="af-card"><h3 class="font-semibold text-slate-900">Escalation Actions</h3><div class="mt-4 grid gap-2"><a href="/manager/work" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Assign / Reassign Work</a><a href="/manager/dashboard?tab=client-pending" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Client Pending Follow-up</a><a href="/employees/progress" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Review Progress</a></div></div>
|
||||
</aside>
|
||||
</section>
|
||||
</div>
|
||||
@@ -5,7 +5,7 @@
|
||||
<a href="/manager/dashboard?tab=team-work" class="af-metric-card border-blue-200 bg-blue-50"><div class="text-xs font-semibold uppercase text-blue-700">In Progress</div><div class="mt-2 text-3xl font-semibold text-blue-700">{{ overview.in_progress_count }}</div><div class="mt-1 text-xs text-blue-700">Being worked</div></a>
|
||||
<a href="/manager/dashboard?tab=client-pending" class="af-metric-card border-amber-200 bg-amber-50"><div class="text-xs font-semibold uppercase text-amber-700">Client Pending</div><div class="mt-2 text-3xl font-semibold text-amber-700">{{ overview.client_pending_count }}</div><div class="mt-1 text-xs text-amber-700">Needs follow-up</div></a>
|
||||
<a href="/manager/dashboard?tab=review-queue" class="af-metric-card border-emerald-200 bg-emerald-50"><div class="text-xs font-semibold uppercase text-emerald-700">Review Queue</div><div class="mt-2 text-3xl font-semibold text-emerald-700">{{ overview.review_pending_count }}</div><div class="mt-1 text-xs text-emerald-700">Review-ready</div></a>
|
||||
<a href="/manager/dashboard?tab=team-work" class="af-metric-card border-red-200 bg-red-50"><div class="text-xs font-semibold uppercase text-red-700">Overdue</div><div class="mt-2 text-3xl font-semibold text-red-700">{{ overview.overdue_count }}</div><div class="mt-1 text-xs text-red-700">Escalate</div></a>
|
||||
<a href="/manager/dashboard?tab=escalations" class="af-metric-card border-red-200 bg-red-50"><div class="text-xs font-semibold uppercase text-red-700">Escalations</div><div class="mt-2 text-3xl font-semibold text-red-700">{{ overview.escalation_count }}</div><div class="mt-1 text-xs text-red-700">Combined risk items</div></a>
|
||||
</section>
|
||||
|
||||
<section class="grid gap-6 xl:grid-cols-[minmax(0,1fr)_360px]">
|
||||
@@ -19,7 +19,7 @@
|
||||
</div>
|
||||
<div class="space-y-4">
|
||||
<div class="af-card"><h3 class="font-semibold text-slate-900">Team Snapshot</h3><div class="mt-4 grid grid-cols-2 gap-3 text-sm"><div class="rounded-2xl bg-slate-50 p-3"><div class="text-xs text-slate-500">Staff visible</div><div class="text-2xl font-semibold">{{ overview.staff_count }}</div></div><div class="rounded-2xl bg-slate-50 p-3"><div class="text-xs text-slate-500">Clients visible</div><div class="text-2xl font-semibold">{{ overview.client_count }}</div></div><div class="rounded-2xl bg-slate-50 p-3"><div class="text-xs text-slate-500">Due today</div><div class="text-2xl font-semibold">{{ overview.due_today_count }}</div></div><div class="rounded-2xl bg-slate-50 p-3"><div class="text-xs text-slate-500">Due week</div><div class="text-2xl font-semibold">{{ overview.due_week_count }}</div></div></div></div>
|
||||
<div class="af-card"><h3 class="font-semibold text-slate-900">Quick Actions</h3><div class="mt-4 grid gap-2"><a href="/manager/work" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Task Assignment Wizard</a><a href="/manager/dashboard?tab=review-queue" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Review Wizard</a><a href="/manager/dashboard?tab=client-pending" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Client Query Wizard</a><a href="/documents" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Document Checklist</a></div></div>
|
||||
<div class="af-card"><h3 class="font-semibold text-slate-900">Quick Actions</h3><div class="mt-4 grid gap-2"><a href="/manager/work" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Task Assignment Wizard</a><a href="/manager/dashboard?tab=review-queue" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Review Wizard</a><a href="/manager/dashboard?tab=client-pending" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Client Query Wizard</a><a href="/documents" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Document Checklist</a><a href="/manager/dashboard?tab=due-calendar" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Due Calendar</a><a href="/manager/dashboard?tab=escalations" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Escalation Register</a></div></div>
|
||||
</div>
|
||||
</section>
|
||||
</div>
|
||||
|
||||
Reference in New Issue
Block a user