Filter partner workload to staff and managers

app/modules/partner_dashboard/service.py

@@ -258,10 +258,23 @@ def _load_clients(db: Session, tenant_id: int | None, branch_id: int | None, cur
 def _staff_rows(db: Session, tenant_id: int | None, branch_id: int | None, tasks: list[ClientServiceTaskInstance]) -> list[dict[str, Any]]:
     if not tenant_id:
         return []
-    stmt = select(User).where(User.tenant_id == tenant_id, User.is_active.is_(True))
+    stmt = (
+        select(User)
+        .join(UserRole, UserRole.user_id == User.id)
+        .join(Role, Role.id == UserRole.role_id)
+        .where(
+            User.tenant_id == tenant_id,
+            User.is_active.is_(True),
+            Role.is_active.is_(True),
+            Role.name.in_(("Staff", "Branch Manager")),
+        )
+        .distinct()
+    )
     if branch_id is not None:
         stmt = stmt.where(User.branch_id == branch_id)
-    users = db.execute(stmt.order_by(User.full_name.asc(), User.email.asc()).limit(100)).scalars().all()
+    users = db.execute(
+        stmt.order_by(User.full_name.asc(), User.email.asc()).limit(100)
+    ).scalars().all()
     by_user: dict[int, dict[str, int]] = {}
     for task in tasks:
         uid = getattr(task, "assigned_to_user_id", None)

app/modules/partner_dashboard/templates/partner_dashboard/partials/staff.html

@@ -1,6 +1,6 @@
 <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft">
   <h2 class="text-lg font-semibold text-slate-900">Branch Staff Workload</h2><p class="mt-1 text-sm text-slate-500">Workload is calculated from current branch task assignments.</p>
-  <div class="mt-5 overflow-x-auto"><table class="min-w-full text-left text-sm"><thead class="text-xs uppercase tracking-wide text-slate-400"><tr><th class="px-3 py-2">Staff</th><th class="px-3 py-2">Active</th><th class="px-3 py-2">Overdue</th><th class="px-3 py-2">Client Pending</th><th class="px-3 py-2">Review</th><th class="px-3 py-2">Load</th></tr></thead><tbody class="divide-y divide-slate-100">
+  <div class="mt-5 overflow-x-auto"><table class="min-w-full text-left text-sm"><thead class="text-xs uppercase tracking-wide text-slate-400"><tr><th class="px-3 py-2">Staff / Manager</th><th class="px-3 py-2">Active</th><th class="px-3 py-2">Overdue</th><th class="px-3 py-2">Client Pending</th><th class="px-3 py-2">Review</th><th class="px-3 py-2">Load</th></tr></thead><tbody class="divide-y divide-slate-100">
-  {% for s in staff_rows %}<tr class="hover:bg-slate-50"><td class="px-3 py-3"><div class="font-semibold text-slate-900">{{ s.name }}</div><div class="text-xs text-slate-500">{{ s.designation or s.email }}</div></td><td class="px-3 py-3">{{ s.active }}</td><td class="px-3 py-3">{{ s.overdue }}</td><td class="px-3 py-3">{{ s.client_pending }}</td><td class="px-3 py-3">{{ s.review }}</td><td class="px-3 py-3"><span class="rounded-full bg-slate-100 px-2.5 py-1 text-xs font-semibold text-slate-700">{{ s.load_status }}</span></td></tr>{% else %}<tr><td colspan="6" class="px-3 py-8 text-center text-slate-500">No branch users found.</td></tr>{% endfor %}
+  {% for s in staff_rows %}<tr class="hover:bg-slate-50"><td class="px-3 py-3"><div class="font-semibold text-slate-900">{{ s.name }}</div><div class="text-xs text-slate-500">{{ s.designation or s.email }}</div></td><td class="px-3 py-3">{{ s.active }}</td><td class="px-3 py-3">{{ s.overdue }}</td><td class="px-3 py-3">{{ s.client_pending }}</td><td class="px-3 py-3">{{ s.review }}</td><td class="px-3 py-3"><span class="rounded-full bg-slate-100 px-2.5 py-1 text-xs font-semibold text-slate-700">{{ s.load_status }}</span></td></tr>{% else %}<tr><td colspan="6" class="px-3 py-8 text-center text-slate-500">No active Staff or Branch Manager users found for this branch.</td></tr>{% endfor %}
   </tbody></table></div>
 </div>