- {% include "ui/templates/components/client_navigation_v2.html" %}
@@ -25,59 +24,87 @@
We could not find a client master linked to your login email in the current audit firm. Please contact your firm admin to map this login to the correct client record.
{% else %}
- {% set client_tabs = [
- ('overview','Overview'),
- ('action-centre','Action Centre'),
- ('services-documents','Services & Documents'),
- ('billing-messages','Billing & Messages'),
- ('reports','Reports')
- ] %}
+ {# Dashboard sections are now part of the unified Client Dashboard submenu. #}
-
-
- {% for code, label in client_tabs %}
-
- {% endfor %}
-
-
-
-
- {% include "modules/clients/templates/clients/portal_partials/overview.html" %}
+
+
Loading dashboard...
{% endif %}
diff --git a/app/ui/templates/components/client_navigation_v2.html b/app/ui/templates/components/client_navigation_v2.html
index 86c02ec..989137c 100644
--- a/app/ui/templates/components/client_navigation_v2.html
+++ b/app/ui/templates/components/client_navigation_v2.html
@@ -1,19 +1,23 @@
{% if navigation_render_location_v2|default('page') == 'global-host' or not global_role_navigation_host_v2|default(false) %}
{#
- UI/UX V2 Phase 1C — Client pilot navigation
-
- This component preserves the existing client portal URLs and visibility.
- It changes presentation only and does not grant access, change routes, or
- replace the client dashboard's existing AJAX content tabs.
+ UI/UX V2 Phase 1C.2 — Unified Client navigation.
+ Presentation only. Existing routes and route-level permissions remain authoritative.
#}
{% set _client_path = request.url.path %}
+{% set _client_tab = request.query_params.get('tab', 'overview') %}
{% set navigation_aria_label_v2 = 'Client workspace navigation' %}
{% set navigation_items_v2 = [
{
'label': 'Dashboard',
- 'url': '/client/dashboard',
'visible': true,
- 'active': _client_path == '/client/dashboard'
+ 'active': _client_path.startswith('/client/dashboard'),
+ 'children': [
+ {'label': 'Overview', 'url': '/client/dashboard?tab=overview', 'active': _client_path.startswith('/client/dashboard') and _client_tab == 'overview'},
+ {'label': 'Action Centre', 'url': '/client/dashboard?tab=action-centre', 'active': _client_path.startswith('/client/dashboard') and _client_tab == 'action-centre'},
+ {'label': 'Services & Documents', 'url': '/client/dashboard?tab=services-documents', 'active': _client_path.startswith('/client/dashboard') and _client_tab == 'services-documents'},
+ {'label': 'Billing & Messages', 'url': '/client/dashboard?tab=billing-messages', 'active': _client_path.startswith('/client/dashboard') and _client_tab == 'billing-messages'},
+ {'label': 'Reports', 'url': '/client/dashboard?tab=reports', 'active': _client_path.startswith('/client/dashboard') and _client_tab == 'reports'}
+ ]
},
{
'label': 'Compliance',
@@ -54,8 +58,57 @@
}
] %}
-
+
{% include "ui/templates/components/navigation_v2.html" %}
{% include "ui/templates/components/mobile_navigation_v2.html" %}
+
+
{% endif %}
diff --git a/app/ui/templates/components/top_workspace_bar.html b/app/ui/templates/components/top_workspace_bar.html
index ca72bce..99d3827 100644
--- a/app/ui/templates/components/top_workspace_bar.html
+++ b/app/ui/templates/components/top_workspace_bar.html
@@ -1,4 +1,4 @@
-{% set _uiux_full_width_header = ('System Admin' in (ui_roles|default([], true))) or ('Firm Admin' in (ui_roles|default([], true))) or ('Partner' in (ui_roles|default([], true))) or ('Manager' in (ui_roles|default([], true))) or ('Branch Manager' in (ui_roles|default([], true))) or ('Staff' in (ui_roles|default([], true))) or ('Employee' in (ui_roles|default([], true))) %}
+{% set _uiux_full_width_header = ('System Admin' in (ui_roles|default([], true))) or ('Firm Admin' in (ui_roles|default([], true))) or ('Partner' in (ui_roles|default([], true))) or ('Manager' in (ui_roles|default([], true))) or ('Branch Manager' in (ui_roles|default([], true))) or ('Staff' in (ui_roles|default([], true))) or ('Employee' in (ui_roles|default([], true))) or ('Client' in (ui_roles|default([], true))) %}