Prepare ERP source for Gitea deployment
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A R R R Associates
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{% extends "ui/templates/base/layout.html" %}
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{% block content %}
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{% include "modules/partners/templates/partners/_partner_tabs.html" %}
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<div class="space-y-6">
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<section class="rounded-3xl bg-gradient-to-r from-brand-700 to-slate-900 p-6 text-white shadow-soft">
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<div class="flex flex-col gap-4 lg:flex-row lg:items-center lg:justify-between">
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<div>
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<p class="text-sm uppercase tracking-[0.22em] text-brand-100">Partner Workspace</p>
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<h2 class="mt-2 text-2xl font-semibold">Review, control and escalation dashboard</h2>
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<p class="mt-2 max-w-3xl text-sm text-brand-100">Track assigned client engagements, pending reviews, blocked work, overdue items and documents requiring attention.</p>
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{% if current_user_roles and ('Manager' in current_user_roles or 'Branch Manager' in current_user_roles or 'Firm Admin' in current_user_roles) %}
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<p class="mt-3 inline-flex rounded-full bg-white/10 px-3 py-1 text-xs font-semibold text-white">Role-aware view: this partner login also carries team/administration responsibility.</p>
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{% endif %}
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</div>
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<div class="flex flex-wrap gap-2">
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<a href="/partner/reviews" class="rounded-xl bg-white px-4 py-2 text-sm font-semibold text-brand-700 hover:bg-brand-50">Open Review Board</a>
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{% if current_user_roles and ('Manager' in current_user_roles or 'Branch Manager' in current_user_roles) %}<a href="/manager/dashboard" class="rounded-xl border border-white/40 px-4 py-2 text-sm font-semibold text-white hover:bg-white/10">Team Workspace</a>{% endif %}
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</div>
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</div>
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</section>
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<section class="grid gap-4 md:grid-cols-3 xl:grid-cols-6">
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<a href="/partner/reviews" class="af-metric-card hover:border-brand-200"><div class="text-xs font-semibold uppercase text-slate-500">Tasks</div><div class="mt-2 text-3xl font-semibold">{{ payload.summary.total }}</div><div class="mt-1 text-xs text-slate-500">Visible portfolio</div></a>
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<a href="/partner/reviews?status=pending_review" class="af-metric-card border-amber-200 bg-amber-50 hover:border-amber-300"><div class="text-xs font-semibold uppercase text-amber-700">Pending Review</div><div class="mt-2 text-3xl font-semibold text-amber-700">{{ payload.summary.pending_review }}</div><div class="mt-1 text-xs text-amber-700">Needs partner action</div></a>
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<a href="/partner/reviews?status=blocked" class="af-metric-card border-red-200 bg-red-50 hover:border-red-300"><div class="text-xs font-semibold uppercase text-red-700">Blocked</div><div class="mt-2 text-3xl font-semibold text-red-700">{{ payload.summary.blocked }}</div><div class="mt-1 text-xs text-red-700">Escalation</div></a>
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<a href="/partner/reviews?date_bucket=overdue" class="af-metric-card border-red-200 bg-red-50 hover:border-red-300"><div class="text-xs font-semibold uppercase text-red-700">Overdue</div><div class="mt-2 text-3xl font-semibold text-red-700">{{ payload.summary.overdue }}</div><div class="mt-1 text-xs text-red-700">High risk</div></a>
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<a href="/partner/clients" class="af-metric-card hover:border-brand-200"><div class="text-xs font-semibold uppercase text-slate-500">Clients</div><div class="mt-2 text-3xl font-semibold">{{ payload.summary.clients }}</div><div class="mt-1 text-xs text-slate-500">Assigned clients</div></a>
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<a href="/partner/reviews" class="af-metric-card hover:border-brand-200"><div class="text-xs font-semibold uppercase text-slate-500">Engagements</div><div class="mt-2 text-3xl font-semibold">{{ payload.summary.engagements }}</div><div class="mt-1 text-xs text-slate-500">Active portfolio</div></a>
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</section>
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<section class="grid gap-6 xl:grid-cols-[minmax(0,1.2fr)_420px]">
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<div class="af-card">
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<div class="flex items-center justify-between gap-3">
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<div><h3 class="text-lg font-semibold text-slate-900">Attention Required</h3><p class="text-sm text-slate-500">Items that need partner review, decision or intervention.</p></div>
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<a href="/partner/reviews" class="af-btn af-btn-primary">Open Review Board</a>
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</div>
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<div class="mt-5 space-y-3">
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{% set shown = namespace(count=0) %}
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{% for column in payload.columns %}
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{% if column.code in ['pending_review', 'clarification_required', 'blocked'] %}
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{% for task in column.tasks[:5] %}
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{% set shown.count = shown.count + 1 %}
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<a href="/partner/engagements/{{ task.subscription_id }}" class="block rounded-2xl border border-slate-200 p-4 transition hover:border-brand-300 hover:bg-brand-50/40">
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<div class="flex items-start justify-between gap-3">
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<div><div class="font-semibold text-slate-900">{{ task.task_name }}</div><div class="mt-1 text-sm text-slate-500">{{ task.client_display }} · {{ task.engagement_label }}</div></div>
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<span class="af-badge {% if column.code == 'blocked' %}af-badge-danger{% elif column.code == 'pending_review' %}af-badge-warning{% else %}af-badge-info{% endif %}">{{ column.label }}</span>
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</div>
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<div class="mt-2 text-xs text-slate-500">Assigned to {{ task.assignee_display }}{% if task.internal_target_date %} · Target {{ task.internal_target_date }}{% endif %}</div>
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</a>
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{% endfor %}
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{% endif %}
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{% endfor %}
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{% if shown.count == 0 %}<div class="rounded-2xl border border-dashed border-slate-300 p-8 text-center text-sm text-slate-500">No pending partner attention items found.</div>{% endif %}
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</div>
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</div>
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<aside class="space-y-6">
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<div class="af-card">
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<div class="flex items-center justify-between gap-3"><div><h3 class="text-lg font-semibold text-slate-900">Client Portfolio</h3><p class="text-sm text-slate-500">Recent assigned engagements.</p></div><a href="/partner/clients" class="text-sm font-semibold text-brand-700 hover:underline">View all</a></div>
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<div class="mt-4 space-y-3">
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{% for engagement in payload.engagements[:6] %}
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<a href="/partner/engagements/{{ engagement.id }}" class="block rounded-2xl border border-slate-200 p-4 hover:bg-slate-50">
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<div class="font-semibold text-slate-900">{{ engagement.client_display }}</div>
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<div class="mt-1 text-sm text-slate-500">{{ engagement.display_label }}</div>
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<div class="mt-2 flex flex-wrap gap-2 text-xs"><span class="rounded-full bg-slate-100 px-2 py-1">Open {{ engagement.task_counts.open }}</span><span class="rounded-full bg-slate-100 px-2 py-1">Done {{ engagement.task_counts.completed }}</span>{% if engagement.is_overdue %}<span class="rounded-full bg-red-100 px-2 py-1 text-red-700">Overdue</span>{% endif %}</div>
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</a>
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{% else %}
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<div class="rounded-2xl border border-dashed border-slate-300 p-6 text-center text-sm text-slate-500">No partner engagements found.</div>
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{% endfor %}
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</div>
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</div>
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{% if current_user_roles and ('Manager' in current_user_roles or 'Branch Manager' in current_user_roles or 'Firm Admin' in current_user_roles) %}
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<div class="af-card border-brand-200 bg-brand-50/60">
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<h3 class="font-semibold text-slate-900">Small Firm / Multi-role Actions</h3>
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<p class="mt-1 text-sm text-slate-600">Use these when the partner is also handling manager-level follow-up.</p>
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<div class="mt-4 grid gap-2 text-sm">
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<a href="/manager/work" class="rounded-xl border border-brand-200 bg-white px-4 py-3 font-semibold text-brand-700 hover:bg-brand-50">Team Work Board</a>
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<a href="/employees/progress" class="rounded-xl border border-brand-200 bg-white px-4 py-3 font-semibold text-brand-700 hover:bg-brand-50">Engagement Progress</a>
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<a href="/employees/attendance" class="rounded-xl border border-brand-200 bg-white px-4 py-3 font-semibold text-brand-700 hover:bg-brand-50">Team Attendance</a>
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</div>
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</div>
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{% endif %}
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</aside>
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</section>
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</div>
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{% endblock %}
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