Add consultant dashboard ajax tabs v1

2026-07-06 11:36:12 +05:30
parent dcb352d6c3
commit 4a2af8f9d1
9 changed files with 465 additions and 120 deletions
@@ -1330,8 +1330,79 @@ async def consultant_profile_submit(request: Request, csrf_token: str = Form(...
        db.close()


+
+
+CONSULTANT_PORTAL_TABS = {
+    "overview": "modules/consultants/templates/consultants/portal_partials/overview.html",
+    "assigned-work": "modules/consultants/templates/consultants/portal_partials/assigned_work.html",
+    "clients": "modules/consultants/templates/consultants/portal_partials/clients.html",
+    "documents": "modules/consultants/templates/consultants/portal_partials/documents.html",
+    "clarifications": "modules/consultants/templates/consultants/portal_partials/clarifications.html",
+    "requests": "modules/consultants/templates/consultants/portal_partials/service_requests.html",
+    "reports": "modules/consultants/templates/consultants/portal_partials/reports.html",
+}
+
+
+def _consultant_empty_payload() -> dict:
+    return {
+        "links": [],
+        "active_links": [],
+        "comments": [],
+        "recent_firm_messages": [],
+        "recent_consultant_replies": [],
+        "managed_clients": [],
+        "workspace": None,
+        "workspace_alerts": [],
+        "service_requests": [],
+        "open_service_requests": [],
+        "pending_service_requests": [],
+        "conversion_requests": [],
+        "pending_conversions": [],
+        "due_items": [],
+        "overdue_items": [],
+        "workspace_summary": {
+            "workspace": None,
+            "managed_clients_used": 0,
+            "managed_clients_limit": None,
+            "managed_clients_remaining": None,
+            "usage_percent": 0,
+        },
+        "work_board": {"columns": {}, "column_options": [], "total_tasks": 0, "service_requests": []},
+        "document_centre": {"engagement_documents": [], "permanent_documents": [], "total": 0},
+        "stats": {
+            "linked_clients": 0,
+            "communication_enabled_clients": 0,
+            "due_date_enabled_clients": 0,
+            "pending_clarifications": 0,
+            "consultant_replies": 0,
+            "upcoming_due": 0,
+            "overdue": 0,
+            "open_service_requests": 0,
+            "pending_service_requests": 0,
+            "pending_conversions": 0,
+            "converted_clients": 0,
+            "managed_clients": 0,
+            "prospects": 0,
+            "referred_to_firm": 0,
+        },
+    }
+
+
+def _build_consultant_portal_payload(db, consultant) -> dict:
+    payload = consultant_dashboard_payload(db, consultant=consultant)
+    try:
+        payload["work_board"] = get_consultant_work_board(db, consultant=consultant)
+    except Exception:
+        payload["work_board"] = {"columns": {}, "column_options": [], "total_tasks": 0, "service_requests": []}
+    try:
+        payload["document_centre"] = get_consultant_document_centre(db, consultant=consultant)
+    except Exception:
+        payload["document_centre"] = {"engagement_documents": [], "permanent_documents": [], "total": 0}
+    return payload
+
+
@portal_router.get("/dashboard")
-def consultant_dashboard(request: Request):
+def consultant_dashboard(request: Request, tab: str = "overview"):
    db = CommonSessionLocal()
    try:
        user = get_current_user(request, db=db)
@@ -1341,17 +1412,8 @@ def consultant_dashboard(request: Request):
            return _redirect_denied()
        tenant_id = int(getattr(user, "tenant_id", 0) or 0)
        consultant = get_consultant_by_user(db, tenant_id=tenant_id, user_id=user.id)
-        if not consultant:
-            return _render(
-                request,
-                "modules/consultants/templates/consultants/portal_dashboard.html",
-                db,
-                user,
-                title="Consultant Portal",
-                consultant=None,
-                payload={"links": [], "active_links": [], "comments": [], "managed_clients": [], "workspace": None, "workspace_summary": {"workspace": None, "managed_clients_used": 0, "managed_clients_limit": None, "managed_clients_remaining": None, "usage_percent": 0}, "stats": {"linked_clients": 0, "managed_clients": 0, "prospects": 0, "referred_to_firm": 0, "pending_clarifications": 0, "upcoming_due": 0, "overdue": 0}},
-            )
-        payload = consultant_dashboard_payload(db, consultant=consultant)
+        active_tab = tab if tab in CONSULTANT_PORTAL_TABS else "overview"
+        payload = _build_consultant_portal_payload(db, consultant) if consultant else _consultant_empty_payload()
        return _render(
            request,
            "modules/consultants/templates/consultants/portal_dashboard.html",
@@ -1360,6 +1422,34 @@ def consultant_dashboard(request: Request):
            title="Consultant Portal",
            consultant=consultant,
            payload=payload,
+            active_tab=active_tab,
+        )
+    finally:
+        db.close()
+
+
+@portal_router.get("/dashboard/tab/{tab_name}")
+def consultant_dashboard_tab(request: Request, tab_name: str):
+    db = CommonSessionLocal()
+    try:
+        user = get_current_user(request, db=db)
+        if not user:
+            return RedirectResponse(url="/login", status_code=303)
+        if not (_has_perm(db, user, "consultants.portal.view") or _is_consultant(db, user)):
+            return _redirect_denied()
+        tenant_id = int(getattr(user, "tenant_id", 0) or 0)
+        consultant = get_consultant_by_user(db, tenant_id=tenant_id, user_id=user.id)
+        active_tab = tab_name if tab_name in CONSULTANT_PORTAL_TABS else "overview"
+        payload = _build_consultant_portal_payload(db, consultant) if consultant else _consultant_empty_payload()
+        return _render(
+            request,
+            CONSULTANT_PORTAL_TABS[active_tab],
+            db,
+            user,
+            title="Consultant Portal",
+            consultant=consultant,
+            payload=payload,
+            active_tab=active_tab,
        )
    finally:
        db.close()