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Upgrade unified reports centre to v2

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A R R R Associates
2026-07-06 12:15:32 +05:30
parent 2689cb28a6
commit 47f5080d43
10 changed files with 250 additions and 100 deletions
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app/modules/unified_reports/__init__.py
+1 -1
View File
@@ -1 +1 @@
"""Unified role-aware reports centre.""" """Unified role-aware reports centre UI."""
app/modules/unified_reports/service.py
+92 -64
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@@ -10,6 +10,7 @@ MANAGER = {"Manager", "Branch Manager"}
STAFF = {"Staff", "Employee"} STAFF = {"Staff", "Employee"}
CLIENT = {"Client"} CLIENT = {"Client"}
CONSULTANT = {"Consultant"} CONSULTANT = {"Consultant"}
ALL_DASHBOARD_ROLES = SYSTEM_ADMIN | FIRM_ADMIN | PARTNER | MANAGER | STAFF | CLIENT | CONSULTANT
@dataclass(frozen=True) @dataclass(frozen=True)
@@ -20,10 +21,12 @@ class ReportCard:
group: str group: str
roles: tuple[str, ...] roles: tuple[str, ...]
badge: str = "Open" badge: str = "Open"
area: str = "General"
importance: int = 50
def _role_set(roles: Iterable[str] | None) -> set[str]: def _role_set(roles: Iterable[str] | None) -> set[str]:
return {str(r).strip() for r in (roles or []) if str(r).strip()} return {str(role).strip() for role in (roles or []) if str(role).strip()}
def _has_any(user_roles: set[str], allowed: set[str]) -> bool: def _has_any(user_roles: set[str], allowed: set[str]) -> bool:
@@ -33,7 +36,7 @@ def _has_any(user_roles: set[str], allowed: set[str]) -> bool:
def can_access_reports(roles: Iterable[str] | None, permissions: Iterable[str] | None = None) -> bool: def can_access_reports(roles: Iterable[str] | None, permissions: Iterable[str] | None = None) -> bool:
role_set = _role_set(roles) role_set = _role_set(roles)
permission_set = set(permissions or []) permission_set = set(permissions or [])
if role_set.intersection(SYSTEM_ADMIN | FIRM_ADMIN | PARTNER | MANAGER | STAFF | CLIENT | CONSULTANT): if role_set.intersection(ALL_DASHBOARD_ROLES):
return True return True
return bool(permission_set.intersection({ return bool(permission_set.intersection({
"system.settings.view", "system.settings.view",
@@ -44,77 +47,86 @@ def can_access_reports(roles: Iterable[str] | None, permissions: Iterable[str] |
"employees.ess.view", "employees.ess.view",
"employees.work.view_self", "employees.work.view_self",
"consultants.view", "consultants.view",
"alerts.view",
})) }))
def _all_cards() -> list[ReportCard]: def _all_cards() -> list[ReportCard]:
return [ return [
# System Admin # System Admin
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"), ReportCard("Platform Overview", "Open platform KPIs, firm status, SMTP, storage and setup indicators.", "/system-admin/dashboard", "system", ("System Admin",), "Dashboard", "Platform", 5),
ReportCard("Firm List / Tenant Report", "Open platform firm list with branch, user and setup summary.", "/system-admin/dashboard?tab=firms", "system", ("System Admin",), "Dashboard"), 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),
ReportCard("Service Catalogue Readiness", "Check service categories, catalogue items and default task template readiness.", "/system-admin/dashboard?tab=catalogue", "system", ("System Admin",), "Dashboard"), 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),
ReportCard("Platform SMTP Status", "Review platform SMTP configuration used for firm invites and system emails.", "/system-admin/dashboard?tab=smtp", "system", ("System Admin",), "Dashboard"), 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),
ReportCard("Storage Status", "Review persistent storage, branding storage and backup storage readiness.", "/system-admin/dashboard?tab=storage", "system", ("System Admin",), "Dashboard"), 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),
ReportCard("Platform Audit Logs", "Open audit log trail for platform-level actions.", "/system-admin/dashboard?tab=audit-logs", "audit", ("System Admin",), "Dashboard"), ReportCard("Storage Status", "Review persistent storage, branding storage and backup storage readiness.", "/system-admin/dashboard?tab=storage", "system", ("System Admin",), "Dashboard", "Storage", 40),
ReportCard("Platform Billing Readiness", "Review platform billing and subscription readiness indicators.", "/system-admin/dashboard?tab=billing", "billing", ("System Admin",), "Dashboard"), ReportCard("Platform Billing Readiness", "Review platform billing and subscription readiness indicators.", "/system-admin/dashboard?tab=billing", "billing", ("System Admin",), "Dashboard", "Billing", 45),
ReportCard("Platform Audit Logs", "Open audit log trail for platform-level actions.", "/system-admin/dashboard?tab=audit-logs", "audit", ("System Admin",), "Dashboard", "Audit", 50),
# Firm Admin # Firm Admin
ReportCard("Branch Setup Report", "Review branches, primary branch readiness and branch setup shortcuts.", "/firm-admin/dashboard?tab=branches", "system", ("Firm Admin",), "Dashboard"), ReportCard("Firm Administration Overview", "Open firm setup health, branches, users, services, FY and settings.", "/firm-admin/dashboard", "system", ("Firm Admin",), "Dashboard", "Firm Setup", 5),
ReportCard("Users & Roles Report", "Review user access, roles and invite/admin readiness for the firm.", "/firm-admin/dashboard?tab=users", "system", ("Firm Admin",), "Dashboard"), ReportCard("Branch Setup Report", "Review branches, primary branch readiness and branch setup shortcuts.", "/firm-admin/dashboard?tab=branches", "system", ("Firm Admin",), "Dashboard", "Branches", 10),
ReportCard("Firm Settings Completion", "Open firm profile, branding, SMTP and setup status.", "/firm-admin/dashboard?tab=firm-settings", "system", ("Firm Admin",), "Dashboard"), 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),
ReportCard("Services Setup Readiness", "Review selected services and task-template setup readiness.", "/firm-admin/dashboard?tab=services", "work", ("Firm Admin",), "Dashboard"), ReportCard("Firm Settings Completion", "Open firm profile, branding, SMTP and setup status.", "/firm-admin/dashboard?tab=firm-settings", "system", ("Firm Admin",), "Dashboard", "Settings", 20),
ReportCard("Financial Year Report", "Review active FY, FY backup/lock and year setup readiness.", "/firm-admin/dashboard?tab=financial-years", "system", ("Firm Admin",), "Dashboard"), ReportCard("Services Setup Readiness", "Review selected services and task-template setup readiness.", "/firm-admin/dashboard?tab=services", "work", ("Firm Admin",), "Dashboard", "Services", 25),
ReportCard("Firm Audit Logs", "Open firm administration audit activity.", "/firm-admin/dashboard?tab=audit-logs", "audit", ("Firm Admin",), "Dashboard"), 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),
ReportCard("Firm Administration Audit Logs", "Open firm administration audit activity.", "/firm-admin/dashboard?tab=audit-logs", "audit", ("Firm Admin",), "Dashboard", "Audit", 35),
# Partner # Partner
ReportCard("Branch Work Report", "Review branch work status, due work and service-wise operational load.", "/partner/dashboard?tab=branch-work", "work", ("Partner",), "Dashboard"), ReportCard("Partner Operations Overview", "Open branch operations, client work, staff load, review and billing status.", "/partner/dashboard", "work", ("Partner",), "Dashboard", "Operations", 5),
ReportCard("Partner Client Report", "Review branch clients, service mapping, pending work and status.", "/partner/dashboard?tab=clients", "client", ("Partner",), "Dashboard"), 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),
ReportCard("Partner Staff Workload", "Review staff workload, open tasks, overdue and review pending work.", "/partner/dashboard?tab=staff", "work", ("Partner",), "Dashboard"), ReportCard("Partner Client Report", "Review branch clients, service mapping, pending work and status.", "/partner/dashboard?tab=clients", "client", ("Partner",), "Dashboard", "Clients", 15),
ReportCard("Partner Review Pending", "Open partner-level review queue and pending approvals.", "/partner/dashboard?tab=review", "work", ("Partner",), "Dashboard"), ReportCard("Partner Staff Workload", "Review staff workload, open tasks, overdue and review pending work.", "/partner/dashboard?tab=staff", "work", ("Partner",), "Dashboard", "Staff", 20),
ReportCard("Branch Billing Report", "Review branch billing, unbilled work and collection indicators.", "/partner/dashboard?tab=billing", "billing", ("Partner",), "Dashboard"), ReportCard("Partner Review Pending", "Open partner-level review queue and pending approvals.", "/partner/dashboard?tab=review", "work", ("Partner",), "Dashboard", "Review", 25),
ReportCard("Branch Billing Report", "Review branch billing, unbilled work and collection indicators.", "/partner/dashboard?tab=billing", "billing", ("Partner",), "Dashboard", "Billing", 30),
# Manager # Manager
ReportCard("Team Work Report", "Review team work, due tasks, workload and current execution status.", "/manager/dashboard?tab=team-work", "work", ("Manager", "Branch Manager"), "Dashboard"), ReportCard("Manager Execution Overview", "Open team work, due calendar, review queue and escalations.", "/manager/dashboard", "work", ("Manager", "Branch Manager"), "Dashboard", "Execution", 5),
ReportCard("Manager Due Calendar", "Review due calendar, upcoming work and ageing buckets.", "/manager/dashboard?tab=due-calendar", "work", ("Manager", "Branch Manager"), "Dashboard"), 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),
ReportCard("Manager Review Queue", "Open tasks waiting for manager review or correction.", "/manager/dashboard?tab=review-queue", "work", ("Manager", "Branch Manager"), "Dashboard"), 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),
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"), ReportCard("Manager Review Queue", "Open tasks waiting for manager review or correction.", "/manager/dashboard?tab=review-queue", "work", ("Manager", "Branch Manager"), "Dashboard", "Review", 20),
ReportCard("Document Pending Report", "Review document requirements, uploads and pending work papers.", "/manager/dashboard?tab=documents", "work", ("Manager", "Branch Manager"), "Dashboard"), 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),
ReportCard("Escalation Register", "Review overdue, ageing and escalation items under manager control.", "/manager/dashboard?tab=escalations", "audit", ("Manager", "Branch Manager"), "Dashboard"), ReportCard("Document Pending Report", "Review document requirements, uploads and pending work papers.", "/manager/dashboard?tab=documents", "work", ("Manager", "Branch Manager"), "Dashboard", "Documents", 30),
ReportCard("Escalation Register", "Review overdue, ageing and escalation items under manager control.", "/manager/dashboard?tab=escalations", "audit", ("Manager", "Branch Manager"), "Dashboard", "Escalations", 35),
# Employee / Staff # Employee / Staff
ReportCard("My Pending Tasks", "Open my work board and pending assigned tasks.", "/employee/dashboard?tab=work", "my", ("Staff", "Employee"), "Portal"), ReportCard("Employee Portal Overview", "Open staff dashboard with attendance, work, HR, documents and reports.", "/employee/dashboard", "my", ("Staff", "Employee"), "Portal", "Personal", 5),
ReportCard("My Due Today", "Open work due today from the employee portal.", "/employee/dashboard?tab=work", "my", ("Staff", "Employee"), "Portal"), ReportCard("My Pending Tasks", "Open my work board and pending assigned tasks.", "/employee/dashboard?tab=work", "my", ("Staff", "Employee"), "Portal", "Work", 10),
ReportCard("My Overdue Tasks", "Open overdue and returned work from the employee portal.", "/employee/dashboard?tab=work", "my", ("Staff", "Employee"), "Portal"), ReportCard("My Due Today", "Open due today work from the employee portal work section.", "/employee/dashboard?tab=work", "my", ("Staff", "Employee"), "Portal", "Work", 15),
ReportCard("My Attendance Report", "Open attendance punch details and attendance history.", "/employee/dashboard?tab=attendance", "hr", ("Staff", "Employee"), "Portal"), ReportCard("My Overdue Tasks", "Open overdue and returned work from the employee portal.", "/employee/dashboard?tab=work", "my", ("Staff", "Employee"), "Portal", "Work", 20),
ReportCard("My Leave Report", "Open leave, balances and leave activity from HR profile.", "/employee/dashboard?tab=hr", "hr", ("Staff", "Employee"), "Portal"), ReportCard("My Attendance Report", "Open attendance punch details and attendance history.", "/employee/dashboard?tab=attendance", "hr", ("Staff", "Employee"), "Portal", "Attendance", 25),
ReportCard("My Documents Report", "Open my documents and uploaded work papers.", "/employee/dashboard?tab=work", "my", ("Staff", "Employee"), "Portal"), ReportCard("My Leave Report", "Open leave, balances and leave activity from HR profile.", "/employee/dashboard?tab=hr", "hr", ("Staff", "Employee"), "Portal", "Leave", 30),
ReportCard("My Documents Report", "Open my documents and uploaded work papers.", "/employee/dashboard?tab=work", "my", ("Staff", "Employee"), "Portal", "Documents", 35),
# Client # Client
ReportCard("My Compliance Status", "Review service-wise compliance and current work status.", "/client/dashboard?tab=services-documents", "client", ("Client",), "Portal"), ReportCard("Client Portal Overview", "Open client portal with pending actions, services, documents, billing and messages.", "/client/dashboard", "client", ("Client",), "Portal", "Client Portal", 5),
ReportCard("Pending From Me", "Open documents, data and replies pending from the client side.", "/client/dashboard?tab=action-centre", "client", ("Client",), "Portal"), 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),
ReportCard("Document History", "Open uploaded documents, firm shared documents and acknowledgements.", "/client/dashboard?tab=services-documents", "client", ("Client",), "Portal"), ReportCard("My Compliance Status", "Review service-wise compliance and current work status.", "/client/dashboard?tab=services-documents", "client", ("Client",), "Portal", "Services", 15),
ReportCard("Invoice Outstanding", "Open invoices, outstanding amounts and payment status.", "/client/dashboard?tab=billing-messages", "billing", ("Client",), "Portal"), ReportCard("Document History", "Open uploaded documents, firm shared documents and acknowledgements.", "/client/dashboard?tab=services-documents", "client", ("Client",), "Portal", "Documents", 20),
ReportCard("Payment History", "Open payment and receipt information in the client portal.", "/client/dashboard?tab=billing-messages", "billing", ("Client",), "Portal"), ReportCard("Invoice Outstanding", "Open invoices, outstanding amounts and payment status.", "/client/dashboard?tab=billing-messages", "billing", ("Client",), "Portal", "Billing", 25),
ReportCard("Messages / Queries", "Open firm messages and query responses.", "/client/dashboard?tab=billing-messages", "client", ("Client",), "Portal"), ReportCard("Payment History", "Open payment and receipt information in the client portal.", "/client/dashboard?tab=billing-messages", "billing", ("Client",), "Portal", "Payments", 30),
ReportCard("Messages / Queries", "Open firm messages and query responses.", "/client/dashboard?tab=billing-messages", "client", ("Client",), "Portal", "Messages", 35),
# Consultant # Consultant
ReportCard("Assigned Work Report", "Review consultant work centre and assigned tasks.", "/consultant/dashboard?tab=work-centre", "my", ("Consultant",), "Portal"), ReportCard("Consultant Portal Overview", "Open consultant portal with work centre, clients, requests, documents and reports.", "/consultant/dashboard", "my", ("Consultant",), "Portal", "Consultant Portal", 5),
ReportCard("Consultant Pending Work", "Review pending, due and overdue consultant assignments.", "/consultant/dashboard?tab=work-centre", "my", ("Consultant",), "Portal"), ReportCard("Assigned Work Report", "Review consultant work centre and assigned tasks.", "/consultant/dashboard?tab=work-centre", "my", ("Consultant",), "Portal", "Work", 10),
ReportCard("Consultant Client Report", "Review consultant-linked clients and service requests.", "/consultant/dashboard?tab=clients-requests", "client", ("Consultant",), "Portal"), ReportCard("Consultant Pending Work", "Review pending, due and overdue consultant assignments.", "/consultant/dashboard?tab=work-centre", "my", ("Consultant",), "Portal", "Work", 15),
ReportCard("Document Pending for Consultant", "Review consultant document and working paper requirements.", "/consultant/dashboard?tab=documents-clarifications", "my", ("Consultant",), "Portal"), ReportCard("Consultant Client Report", "Review consultant-linked clients and service requests.", "/consultant/dashboard?tab=clients-requests", "client", ("Consultant",), "Portal", "Clients", 20),
ReportCard("Clarification Pending", "Review clarifications between firm and consultant.", "/consultant/dashboard?tab=documents-clarifications", "my", ("Consultant",), "Portal"), ReportCard("Document Pending for Consultant", "Review consultant document and working paper requirements.", "/consultant/dashboard?tab=documents-clarifications", "my", ("Consultant",), "Portal", "Documents", 25),
ReportCard("Consultant Service Requests", "Review consultant service requests and status.", "/consultant/dashboard?tab=clients-requests", "client", ("Consultant",), "Portal"), ReportCard("Clarification Pending", "Review clarifications between firm and consultant.", "/consultant/dashboard?tab=documents-clarifications", "my", ("Consultant",), "Portal", "Clarifications", 30),
ReportCard("Consultant Service Requests", "Review consultant service requests and status.", "/consultant/dashboard?tab=clients-requests", "client", ("Consultant",), "Portal", "Requests", 35),
# Existing module shortcuts visible to operational users # Existing module shortcuts visible to operational users
ReportCard("Client Master", "Open the existing client master list and filters.", "/clients", "client", ("System Admin", "Firm Admin", "Partner", "Manager"), "Module"), ReportCard("Client Master", "Open the existing client master list and filters.", "/clients", "client", ("System Admin", "Firm Admin", "Partner", "Manager"), "Module", "Clients", 40),
ReportCard("Work Tracker", "Open the existing work tracker for operational task follow-up.", "/services/work-tracker", "work", ("System Admin", "Firm Admin", "Partner", "Manager"), "Module"), ReportCard("Documents Module", "Open document management and client/task document records.", "/documents", "client", ("System Admin", "Firm Admin", "Partner", "Manager", "Staff", "Employee"), "Module", "Documents", 45),
ReportCard("Subscriptions", "Open client service subscriptions and task generation readiness.", "/services/work-tracker/subscriptions", "work", ("System Admin", "Firm Admin", "Partner", "Manager"), "Module"), 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),
ReportCard("Billing Register", "Open existing billing invoices and payments area.", "/billing", "billing", ("System Admin", "Firm Admin", "Partner"), "Module"), ReportCard("Subscriptions", "Open client service subscriptions and task generation readiness.", "/services/work-tracker/subscriptions", "work", ("System Admin", "Firm Admin", "Partner", "Manager"), "Module", "Services", 45),
ReportCard("Billing Payments", "Open existing payment receipts and collections.", "/billing/payments", "billing", ("System Admin", "Firm Admin", "Partner"), "Module"), ReportCard("Billing Register", "Open existing billing invoices and payments area.", "/billing", "billing", ("System Admin", "Firm Admin", "Partner"), "Module", "Invoices", 40),
ReportCard("Employee Attendance", "Open employee attendance administration page.", "/employees/attendance", "hr", ("System Admin", "Firm Admin", "Partner", "Manager"), "Module"), ReportCard("Billing Payments", "Open existing payment receipts and collections.", "/billing/payments", "billing", ("System Admin", "Firm Admin", "Partner"), "Module", "Payments", 45),
ReportCard("Employee Progress", "Open employee progress and performance page.", "/employees/progress", "hr", ("System Admin", "Firm Admin", "Partner", "Manager"), "Module"), ReportCard("Employee Attendance", "Open employee attendance administration page.", "/employees/attendance", "hr", ("System Admin", "Firm Admin", "Partner", "Manager"), "Module", "Attendance", 40),
ReportCard("Alerts", "Open alerts and notification centre.", "/alerts", "audit", ("System Admin", "Firm Admin", "Partner", "Manager", "Staff", "Employee", "Client", "Consultant"), "Module"), ReportCard("Employee Progress", "Open employee progress and performance page.", "/employees/progress", "hr", ("System Admin", "Firm Admin", "Partner", "Manager"), "Module", "Progress", 45),
ReportCard("Audit Logs", "Open existing audit log page.", "/system-settings/audit-logs", "audit", ("System Admin", "Firm Admin"), "Module"), ReportCard("Alerts", "Open alerts and notification centre.", "/alerts", "audit", ("System Admin", "Firm Admin", "Partner", "Manager", "Staff", "Employee", "Client", "Consultant"), "Module", "Alerts", 40),
ReportCard("Audit Logs", "Open existing audit log page.", "/system-settings/audit-logs", "audit", ("System Admin", "Firm Admin"), "Module", "Audit", 45),
] ]
@@ -126,33 +138,45 @@ def _visible(card: ReportCard, roles: set[str]) -> bool:
def get_visible_report_cards(roles: Iterable[str] | None, permissions: Iterable[str] | None = None) -> list[ReportCard]: def get_visible_report_cards(roles: Iterable[str] | None, permissions: Iterable[str] | None = None) -> list[ReportCard]:
roles_set = _role_set(roles) roles_set = _role_set(roles)
cards = [card for card in _all_cards() if _visible(card, roles_set)] cards = sorted([card for card in _all_cards() if _visible(card, roles_set)], key=lambda c: (c.importance, c.title))
# Permission fallback for older accounts where explicit role names may be absent. # Permission fallback for older accounts where explicit role names may be absent.
permission_set = set(permissions or []) permission_set = set(permissions or [])
if not cards: if not cards:
if "clients.view" in permission_set: if "clients.view" in permission_set:
cards.append(ReportCard("Client Master", "Open the existing client master list and filters.", "/clients", "client", tuple(), "Module")) cards.append(ReportCard("Client Master", "Open the existing client master list and filters.", "/clients", "client", tuple(), "Module", "Clients", 10))
if "services.view" in permission_set: if "services.view" in permission_set:
cards.append(ReportCard("Work Tracker", "Open the existing work tracker for operational task follow-up.", "/services/work-tracker", "work", tuple(), "Module")) cards.append(ReportCard("Work Tracker", "Open the existing work tracker for operational task follow-up.", "/services/work-tracker", "work", tuple(), "Module", "Tasks", 10))
if "billing.view" in permission_set: if "billing.view" in permission_set:
cards.append(ReportCard("Billing Register", "Open existing billing invoices and payments area.", "/billing", "billing", tuple(), "Module")) cards.append(ReportCard("Billing Register", "Open existing billing invoices and payments area.", "/billing", "billing", tuple(), "Module", "Invoices", 10))
if "employees.ess.view" in permission_set or "employees.work.view_self" in permission_set: if "employees.ess.view" in permission_set or "employees.work.view_self" in permission_set:
cards.append(ReportCard("My Employee Portal", "Open your employee dashboard, attendance and work board.", "/employee/dashboard", "my", tuple(), "Portal")) cards.append(ReportCard("My Employee Portal", "Open your employee dashboard, attendance and work board.", "/employee/dashboard", "my", tuple(), "Portal", "Personal", 10))
return cards return cards
def cards_by_group(cards: Iterable[ReportCard]) -> dict[str, list[ReportCard]]: def cards_by_group(cards: Iterable[ReportCard]) -> dict[str, list[ReportCard]]:
groups = {"my": [], "work": [], "client": [], "billing": [], "hr": [], "system": [], "audit": []} groups = {"overview": [], "my": [], "work": [], "client": [], "billing": [], "hr": [], "system": [], "audit": []}
for card in cards: for card in cards:
groups.setdefault(card.group, []).append(card) groups.setdefault(card.group, []).append(card)
return groups return groups
def cards_by_area(cards: Iterable[ReportCard]) -> dict[str, list[ReportCard]]:
area_groups: dict[str, list[ReportCard]] = {}
for card in cards:
area_groups.setdefault(card.area, []).append(card)
return dict(sorted(area_groups.items(), key=lambda item: item[0]))
def recommended_cards(cards: Iterable[ReportCard], limit: int = 8) -> list[ReportCard]:
return sorted(list(cards), key=lambda c: (c.importance, c.title))[:limit]
def get_report_summary(cards: Iterable[ReportCard]) -> dict[str, int]: def get_report_summary(cards: Iterable[ReportCard]) -> dict[str, int]:
groups = cards_by_group(cards) groups = cards_by_group(cards)
all_cards = list(cards)
return { return {
"total": sum(len(v) for v in groups.values()), "total": len(all_cards),
"my": len(groups.get("my", [])), "my": len(groups.get("my", [])),
"work": len(groups.get("work", [])), "work": len(groups.get("work", [])),
"client": len(groups.get("client", [])), "client": len(groups.get("client", [])),
@@ -160,17 +184,21 @@ def get_report_summary(cards: Iterable[ReportCard]) -> dict[str, int]:
"hr": len(groups.get("hr", [])), "hr": len(groups.get("hr", [])),
"system": len(groups.get("system", [])), "system": len(groups.get("system", [])),
"audit": len(groups.get("audit", [])), "audit": len(groups.get("audit", [])),
"dashboards": len([card for card in all_cards if card.badge == "Dashboard"]),
"portals": len([card for card in all_cards if card.badge == "Portal"]),
"modules": len([card for card in all_cards if card.badge == "Module"]),
} }
def get_report_tabs(cards: Iterable[ReportCard]) -> list[dict[str, str | int]]: def get_report_tabs(cards: Iterable[ReportCard]) -> list[dict[str, str | int]]:
summary = get_report_summary(cards) summary = get_report_summary(cards)
return [ return [
{"key": "overview", "label": "Overview", "count": summary["total"]},
{"key": "my-reports", "label": "My Reports", "count": summary["my"]}, {"key": "my-reports", "label": "My Reports", "count": summary["my"]},
{"key": "work", "label": "Work Reports", "count": summary["work"]}, {"key": "work", "label": "Work", "count": summary["work"]},
{"key": "client", "label": "Client Reports", "count": summary["client"]}, {"key": "client", "label": "Client & Documents", "count": summary["client"]},
{"key": "billing", "label": "Billing Reports", "count": summary["billing"]}, {"key": "billing", "label": "Billing", "count": summary["billing"]},
{"key": "hr", "label": "HR / Attendance", "count": summary["hr"]}, {"key": "hr", "label": "HR / Attendance", "count": summary["hr"]},
{"key": "system", "label": "System Reports", "count": summary["system"]}, {"key": "system", "label": "System & Setup", "count": summary["system"]},
{"key": "audit", "label": "Audit / Alerts", "count": summary["audit"]}, {"key": "audit", "label": "Audit / Alerts", "count": summary["audit"]},
] ]
app/modules/unified_reports/templates/unified_reports/dashboard.html
+46 -20
View File
@@ -4,9 +4,9 @@
<div class="rounded-3xl border border-slate-200 bg-white p-6 shadow-soft"> <div class="rounded-3xl border border-slate-200 bg-white p-6 shadow-soft">
<div class="flex flex-col gap-4 lg:flex-row lg:items-center lg:justify-between"> <div class="flex flex-col gap-4 lg:flex-row lg:items-center lg:justify-between">
<div> <div>
<p class="text-xs font-semibold uppercase tracking-[0.24em] text-brand-600">Role-wise Reports Centre</p> <p class="text-xs font-semibold uppercase tracking-[0.24em] text-brand-600">Role-wise Reports Centre V2</p>
<h1 class="mt-2 text-2xl font-bold text-slate-900">Unified Reports Centre</h1> <h1 class="mt-2 text-2xl font-bold text-slate-900">Unified Reports Centre</h1>
<p class="mt-1 text-sm text-slate-500">Open the reports and existing report modules relevant to your role and current workspace.</p> <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>
</div> </div>
<div class="grid grid-cols-2 gap-2 text-center sm:grid-cols-4"> <div class="grid grid-cols-2 gap-2 text-center sm:grid-cols-4">
<div class="rounded-2xl bg-slate-50 px-4 py-3"> <div class="rounded-2xl bg-slate-50 px-4 py-3">
@@ -14,30 +14,36 @@
<div class="text-xs text-slate-500">Available</div> <div class="text-xs text-slate-500">Available</div>
</div> </div>
<div class="rounded-2xl bg-slate-50 px-4 py-3"> <div class="rounded-2xl bg-slate-50 px-4 py-3">
<div class="text-lg font-bold text-slate-900">{{ report_summary.work }}</div> <div class="text-lg font-bold text-slate-900">{{ report_summary.dashboards }}</div>
<div class="text-xs text-slate-500">Work</div> <div class="text-xs text-slate-500">Dashboards</div>
</div> </div>
<div class="rounded-2xl bg-slate-50 px-4 py-3"> <div class="rounded-2xl bg-slate-50 px-4 py-3">
<div class="text-lg font-bold text-slate-900">{{ report_summary.client }}</div> <div class="text-lg font-bold text-slate-900">{{ report_summary.portals }}</div>
<div class="text-xs text-slate-500">Client</div> <div class="text-xs text-slate-500">Portals</div>
</div> </div>
<div class="rounded-2xl bg-slate-50 px-4 py-3"> <div class="rounded-2xl bg-slate-50 px-4 py-3">
<div class="text-lg font-bold text-slate-900">{{ report_summary.billing }}</div> <div class="text-lg font-bold text-slate-900">{{ report_summary.modules }}</div>
<div class="text-xs text-slate-500">Billing</div> <div class="text-xs text-slate-500">Modules</div>
</div> </div>
</div> </div>
</div> </div>
<div class="mt-6 overflow-x-auto"> <div class="mt-6 flex flex-col gap-3 lg:flex-row lg:items-center lg:justify-between">
<div class="flex min-w-max gap-2 rounded-2xl bg-slate-100 p-1"> <div class="overflow-x-auto">
{% for tab in report_tabs %} <div class="flex min-w-max gap-2 rounded-2xl bg-slate-100 p-1">
<a href="/reports?tab={{ tab.key }}" {% for tab in report_tabs %}
data-reports-tab="{{ tab.key }}" <a href="/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 %}"> data-reports-tab="{{ tab.key }}"
{{ tab.label }} 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 %}">
<span class="ml-1 rounded-full bg-white/70 px-2 py-0.5 text-xs text-slate-500">{{ tab.count }}</span> {{ tab.label }}
</a> <span class="ml-1 rounded-full bg-white/70 px-2 py-0.5 text-xs text-slate-500">{{ tab.count }}</span>
{% endfor %} </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>
</div> </div>
@@ -51,6 +57,7 @@
(function () { (function () {
const panel = document.getElementById('reports-centre-panel'); const panel = document.getElementById('reports-centre-panel');
const tabs = Array.from(document.querySelectorAll('[data-reports-tab]')); const tabs = Array.from(document.querySelectorAll('[data-reports-tab]'));
const searchInput = document.getElementById('reports-search');
if (!panel || !tabs.length) return; if (!panel || !tabs.length) return;
function setActive(tabName) { function setActive(tabName) {
@@ -63,6 +70,20 @@
}); });
} }
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) { async function loadTab(tabName, pushState) {
setActive(tabName); 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>'; 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>';
@@ -72,6 +93,7 @@
}); });
if (!response.ok) throw new Error('Tab load failed'); if (!response.ok) throw new Error('Tab load failed');
panel.innerHTML = await response.text(); panel.innerHTML = await response.text();
applySearch();
if (pushState) { if (pushState) {
const url = new URL(window.location.href); const url = new URL(window.location.href);
url.searchParams.set('tab', tabName); url.searchParams.set('tab', tabName);
@@ -89,12 +111,16 @@
}); });
}); });
if (searchInput) {
searchInput.addEventListener('input', applySearch);
}
window.addEventListener('popstate', function () { window.addEventListener('popstate', function () {
const url = new URL(window.location.href); const url = new URL(window.location.href);
loadTab(url.searchParams.get('tab') || 'my-reports', false); loadTab(url.searchParams.get('tab') || 'overview', false);
}); });
loadTab(panel.dataset.initialTab || 'my-reports', false); loadTab(panel.dataset.initialTab || 'overview', false);
})(); })();
</script> </script>
{% endblock %} {% endblock %}
app/modules/unified_reports/templates/unified_reports/partials/_cards.html
+10 -3
View File
@@ -8,16 +8,23 @@
<div class="text-sm text-slate-500">{{ active_cards|length }} available</div> <div class="text-sm text-slate-500">{{ active_cards|length }} available</div>
</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 %} {% if active_cards %}
<div class="mt-6 grid gap-4 md:grid-cols-2 xl:grid-cols-3"> <div class="mt-6 grid gap-4 md:grid-cols-2 xl:grid-cols-3">
{% for card in active_cards %} {% for card in active_cards %}
<a href="{{ card.href }}" class="group rounded-2xl border border-slate-200 bg-slate-50 p-5 transition hover:border-brand-200 hover:bg-white hover:shadow-soft"> <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 class="flex items-start justify-between gap-3">
<div class="font-semibold text-slate-900 group-hover:text-brand-700">{{ card.title }}</div> <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> <span class="shrink-0 rounded-full bg-white px-2 py-1 text-[11px] font-semibold text-slate-500">{{ card.badge }}</span>
</div> </div>
<p class="mt-2 text-sm leading-6 text-slate-600">{{ card.description }}</p> <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 report →</div> <div class="mt-4 text-sm font-semibold text-brand-700">Open →</div>
</a> </a>
{% endfor %} {% endfor %}
</div> </div>
app/modules/unified_reports/templates/unified_reports/partials/client.html
+3 -3
View File
@@ -1,4 +1,4 @@
{% set section_kicker = "Clients" %} {% set section_kicker = "Clients & Documents" %}
{% set section_title = "Client Reports" %} {% set section_title = "Client & Document Reports" %}
{% set section_description = "Client master, client portal, pending-from-client, documents and compliance status 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" %} {% include "modules/unified_reports/templates/unified_reports/partials/_cards.html" %}
app/modules/unified_reports/templates/unified_reports/partials/hr.html
+1 -1
View File
@@ -1,4 +1,4 @@
{% set section_kicker = "HR & Attendance" %} {% set section_kicker = "HR & Attendance" %}
{% set section_title = "HR / Attendance Reports" %} {% set section_title = "HR / Attendance Reports" %}
{% set section_description = "Employee attendance, leave, progress and personal HR reports." %} {% set section_description = "Employee attendance, leave, progress and personal HR report links." %}
{% include "modules/unified_reports/templates/unified_reports/partials/_cards.html" %} {% include "modules/unified_reports/templates/unified_reports/partials/_cards.html" %}
app/modules/unified_reports/templates/unified_reports/partials/my_reports.html
+1 -1
View File
@@ -1,4 +1,4 @@
{% set section_kicker = "Personal Reports" %} {% set section_kicker = "Personal" %}
{% set section_title = "My Reports" %} {% set section_title = "My Reports" %}
{% set section_description = "Personal work, attendance, client or consultant portal reports available to your login." %} {% 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" %} {% include "modules/unified_reports/templates/unified_reports/partials/_cards.html" %}
app/modules/unified_reports/templates/unified_reports/partials/overview.html
+68
View File
@@ -0,0 +1,68 @@
<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>
app/modules/unified_reports/templates/unified_reports/partials/system.html
+2 -2
View File
@@ -1,4 +1,4 @@
{% set section_kicker = "Administration" %} {% set section_kicker = "Administration" %}
{% set section_title = "System Reports" %} {% set section_title = "System & Setup Reports" %}
{% set section_description = "Firm setup, branch setup, users, roles, SMTP, storage, FY and platform readiness 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" %} {% include "modules/unified_reports/templates/unified_reports/partials/_cards.html" %}
app/modules/unified_reports/ui.py
+26 -5
View File
@@ -11,15 +11,18 @@ from app.core.templating import templates
from app.modules.core.rbac.deps import get_user_permissions, get_user_roles from app.modules.core.rbac.deps import get_user_permissions, get_user_roles
from app.modules.unified_reports.service import ( from app.modules.unified_reports.service import (
can_access_reports, can_access_reports,
cards_by_area,
cards_by_group, cards_by_group,
get_report_summary, get_report_summary,
get_report_tabs, get_report_tabs,
get_visible_report_cards, get_visible_report_cards,
recommended_cards,
) )
router = APIRouter(prefix="/reports", tags=["unified-reports-ui"]) router = APIRouter(prefix="/reports", tags=["unified-reports-ui"])
_ALLOWED_TABS = { _ALLOWED_TABS = {
"overview": "overview",
"my-reports": "my", "my-reports": "my",
"work": "work", "work": "work",
"client": "client", "client": "client",
@@ -27,6 +30,20 @@ _ALLOWED_TABS = {
"hr": "hr", "hr": "hr",
"system": "system", "system": "system",
"audit": "audit", "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",
} }
@@ -55,6 +72,8 @@ def _payload(db, current_user):
"current_user_permissions": permissions, "current_user_permissions": permissions,
"report_cards": cards, "report_cards": cards,
"report_groups": groups, "report_groups": groups,
"report_area_groups": cards_by_area(cards),
"recommended_cards": recommended_cards(cards),
"report_tabs": get_report_tabs(cards), "report_tabs": get_report_tabs(cards),
"report_summary": get_report_summary(cards), "report_summary": get_report_summary(cards),
} }
@@ -72,13 +91,13 @@ def _base_context(request: Request, db, current_user, **extra):
@router.get("") @router.get("")
def reports_home(request: Request, tab: str = "my-reports"): def reports_home(request: Request, tab: str = "overview"):
db = CommonSessionLocal() db = CommonSessionLocal()
try: try:
current_user, response = _current_user_or_response(request, db) current_user, response = _current_user_or_response(request, db)
if response: if response:
return response return response
active_tab = tab if tab in _ALLOWED_TABS else "my-reports" active_tab = tab if tab in _ALLOWED_TABS else "overview"
return templates.TemplateResponse( return templates.TemplateResponse(
"modules/unified_reports/templates/unified_reports/dashboard.html", "modules/unified_reports/templates/unified_reports/dashboard.html",
_base_context(request, db, current_user, title="Reports Centre", active_tab=active_tab), _base_context(request, db, current_user, title="Reports Centre", active_tab=active_tab),
@@ -94,10 +113,12 @@ def reports_tab(request: Request, tab_name: str):
current_user, response = _current_user_or_response(request, db) current_user, response = _current_user_or_response(request, db)
if response: if response:
return response return response
active_tab = tab_name if tab_name in _ALLOWED_TABS else "my-reports" active_tab = tab_name if tab_name in _ALLOWED_TABS else "overview"
group_key = _ALLOWED_TABS[active_tab] 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( return templates.TemplateResponse(
f"modules/unified_reports/templates/unified_reports/partials/{active_tab.replace('-', '_')}.html", _PARTIALS[active_tab],
_base_context( _base_context(
request, request,
db, db,
@@ -105,7 +126,7 @@ def reports_tab(request: Request, tab_name: str):
title="Reports Centre", title="Reports Centre",
active_tab=active_tab, active_tab=active_tab,
active_group=group_key, active_group=group_key,
active_cards=cards_by_group(get_visible_report_cards(get_user_roles(db, current_user.id), get_user_permissions(db, current_user.id))).get(group_key, []), active_cards=cards if group_key == "overview" else group_cards.get(group_key, []),
), ),
) )
finally: finally: