Integrate UDIN controls into final document workflow
This commit is contained in:
A R R R Associates
@@ -8,6 +8,7 @@
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</div>
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<div class="flex flex-wrap gap-2">
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<a href="/services/engagements/{{ engagement.id }}" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">Engagement</a>
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<a href="/documents/udin-register?financial_year={{ engagement.financial_year }}" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">UDIN Register</a>
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<a href="/documents" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">Back</a>
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</div>
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</div>
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@@ -15,7 +16,10 @@
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{% if request.query_params.get('uploaded') %}<div class="rounded-2xl border border-emerald-200 bg-emerald-50 p-4 text-sm text-emerald-800">Document uploaded successfully.</div>{% endif %}
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{% if request.query_params.get('deleted') %}<div class="rounded-2xl border border-amber-200 bg-amber-50 p-4 text-sm text-amber-800">Document archived successfully.</div>{% endif %}
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{% if request.query_params.get('download_queued') %}<div class="rounded-2xl border border-sky-200 bg-sky-50 p-4 text-sm text-sky-800">The file is stored in branch local storage. A secure retrieval request #{{ request.query_params.get('download_queued') }} has been queued. Please refresh after the local storage app fulfils it.</div>{% endif %}
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{% if request.query_params.get('error') %}<div class="rounded-2xl border border-red-200 bg-red-50 p-4 text-sm text-red-800">Action failed. Please check file size, permission and storage path.</div>{% endif %}
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{% if request.query_params.get('udin_saved') %}<div class="rounded-2xl border border-emerald-200 bg-emerald-50 p-4 text-sm text-emerald-800">UDIN details saved successfully.</div>{% endif %}
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{% if request.query_params.get('released') %}<div class="rounded-2xl border border-emerald-200 bg-emerald-50 p-4 text-sm text-emerald-800">Document released as final.</div>{% endif %}
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{% if request.query_params.get('reopened') %}<div class="rounded-2xl border border-amber-200 bg-amber-50 p-4 text-sm text-amber-800">Final release reopened to draft.</div>{% endif %}
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{% if request.query_params.get('error') %}<div class="rounded-2xl border border-red-200 bg-red-50 p-4 text-sm text-red-800">Action failed. Please check file size, permission, UDIN, release status and storage path.</div>{% endif %}
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{% if can_upload %}
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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@@ -43,6 +47,13 @@
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<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">File</label>
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<input type="file" name="file" required class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
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</div>
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<div class="md:col-span-2 rounded-xl border border-amber-200 bg-amber-50 p-3 text-sm text-amber-900">
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<label class="inline-flex items-center gap-2 font-semibold">
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<input type="checkbox" name="udin_required" value="1" class="rounded border-amber-300">
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UDIN required before final release
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</label>
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<p class="mt-1 text-xs text-amber-800">Use this for certificate, audit report, signed output or other deliverable where partner UDIN is applicable.</p>
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</div>
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<div class="md:col-span-2">
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<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Description</label>
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<textarea name="description" rows="2" class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm"></textarea>
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@@ -66,6 +77,7 @@
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<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Type</th>
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<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Latest Version</th>
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<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Storage</th>
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<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">UDIN / Release</th>
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<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Revision History</th>
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<th class="px-4 py-3 text-right text-xs font-semibold uppercase tracking-wide text-slate-500">Action</th>
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</tr>
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@@ -83,13 +95,58 @@
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<div class="mt-1 font-mono text-[11px] break-all">{{ latest.local_relative_path }}</div>
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{% else %}-{% endif %}
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</td>
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<td class="px-4 py-3 text-xs text-slate-600">
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<div><span class="rounded-full px-2 py-1 {{ 'bg-emerald-100 text-emerald-800' if doc.final_release_status == 'released' else 'bg-slate-100 text-slate-700' }}">{{ (doc.final_release_status or 'draft').replace('_',' ').title() }}</span></div>
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<div class="mt-2">UDIN: <span class="font-semibold">{{ (doc.udin_status or 'not_required').replace('_',' ').title() }}</span></div>
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{% if doc.udin_number %}<div class="font-mono text-[11px]">{{ doc.udin_number }}</div>{% endif %}
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{% if doc.udin_date %}<div>Date: {{ doc.udin_date }}</div>{% endif %}
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{% if doc.udin_required and not doc.udin_number %}<div class="mt-1 text-red-600">UDIN pending before final release.</div>{% endif %}
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</td>
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<td class="px-4 py-3 text-xs text-slate-600">
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{% for v in doc.versions %}
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<div><a href="/documents/versions/{{ v.id }}/download" class="text-brand-700 hover:underline">v{{ v.version_no }}</a> · {{ v.original_filename }}{% if v.remarks %} · {{ v.remarks }}{% endif %}</div>
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{% endfor %}
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</td>
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<td class="px-4 py-3 text-right text-sm">
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<td class="px-4 py-3 text-right text-sm align-top">
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{% if latest %}<a href="/documents/{{ doc.id }}/download" class="font-medium text-brand-700 hover:underline">Download Latest</a>{% endif %}
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{% if 'udin.manage' in current_user_permissions %}
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<details class="mt-3 text-left">
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<summary class="cursor-pointer text-sm font-semibold text-brand-700">UDIN / Release</summary>
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<div class="mt-3 space-y-3 rounded-xl border border-slate-200 bg-slate-50 p-3">
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<form method="post" action="/documents/{{ doc.id }}/udin" class="grid gap-2">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<input type="hidden" name="redirect_to" value="/documents/engagements/{{ engagement.id }}">
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<label class="inline-flex items-center gap-2 text-xs font-semibold text-slate-700"><input type="checkbox" name="udin_required" value="1" {% if doc.udin_required %}checked{% endif %}> UDIN required</label>
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<input type="text" name="udin_number" value="{{ doc.udin_number or '' }}" placeholder="UDIN number" class="rounded-lg border border-slate-300 px-2 py-1 text-xs">
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<div class="grid grid-cols-2 gap-2">
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<input type="date" name="udin_date" value="{{ doc.udin_date or '' }}" class="rounded-lg border border-slate-300 px-2 py-1 text-xs">
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<input type="date" name="udin_document_date" value="{{ doc.udin_document_date or '' }}" class="rounded-lg border border-slate-300 px-2 py-1 text-xs">
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</div>
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<input type="text" name="udin_document_type" value="{{ doc.udin_document_type or doc.document_type.replace('_',' ').title() }}" placeholder="Document type" class="rounded-lg border border-slate-300 px-2 py-1 text-xs">
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<div class="grid grid-cols-2 gap-2">
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<input type="text" name="udin_financial_year" value="{{ doc.udin_financial_year or doc.financial_year }}" placeholder="FY" class="rounded-lg border border-slate-300 px-2 py-1 text-xs">
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<input type="text" name="udin_amount" value="{{ doc.udin_amount or '' }}" placeholder="Amount, if any" class="rounded-lg border border-slate-300 px-2 py-1 text-xs">
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</div>
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<input type="text" name="udin_notes" value="{{ doc.udin_notes or '' }}" placeholder="UDIN notes" class="rounded-lg border border-slate-300 px-2 py-1 text-xs">
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<button class="rounded-lg bg-slate-800 px-3 py-1.5 text-xs font-semibold text-white">Save UDIN</button>
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</form>
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{% if doc.final_release_status != 'released' %}
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<form method="post" action="/documents/{{ doc.id }}/final-release" onsubmit="return confirm('Release this document as final?');" class="grid gap-2">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<input type="hidden" name="redirect_to" value="/documents/engagements/{{ engagement.id }}">
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<input type="text" name="release_notes" placeholder="Release notes" class="rounded-lg border border-slate-300 px-2 py-1 text-xs">
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<button class="rounded-lg bg-emerald-600 px-3 py-1.5 text-xs font-semibold text-white">Release Final</button>
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</form>
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{% else %}
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<form method="post" action="/documents/{{ doc.id }}/reopen-final" onsubmit="return confirm('Reopen this final document to draft?');">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<input type="hidden" name="redirect_to" value="/documents/engagements/{{ engagement.id }}">
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<button class="rounded-lg border border-amber-300 px-3 py-1.5 text-xs font-semibold text-amber-700">Reopen Draft</button>
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</form>
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{% endif %}
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</div>
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</details>
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{% endif %}
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{% if can_upload %}
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<form method="post" action="/documents/{{ doc.id }}/delete" class="ml-3 inline" onsubmit="return confirm('Archive this document?');">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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@@ -99,7 +156,7 @@
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</td>
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</tr>
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{% else %}
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<tr><td colspan="6" class="px-4 py-8 text-center text-sm text-slate-500">No documents uploaded for this engagement.</td></tr>
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<tr><td colspan="7" class="px-4 py-8 text-center text-sm text-slate-500">No documents uploaded for this engagement.</td></tr>
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{% endfor %}
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</tbody>
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</table>
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