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Add optional task categories resequencing and requirement aware documents

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A R R R Associates
2026-08-12 14:57:20 +05:30
parent eb18a5695f
commit 74586d60ed
5 changed files with 128 additions and 4 deletions
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app/modules/services/templates/services/task_template_detail.html
+31 -1
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@@ -18,6 +18,8 @@
{% if request.query_params.get('requirement_added') %}<div class="rounded-2xl border border-emerald-200 bg-emerald-50 p-4 text-sm text-emerald-800">Document requirement added successfully.</div>{% endif %}
{% if request.query_params.get('template_uploaded') %}<div class="rounded-2xl border border-emerald-200 bg-emerald-50 p-4 text-sm text-emerald-800">Template file uploaded successfully.</div>{% endif %}
{% 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 the selected task, file and permissions.</div>{% endif %}
{% if request.query_params.get('moved') %}<div class="rounded-2xl border border-emerald-200 bg-emerald-50 p-4 text-sm text-emerald-800">Task sequence updated. Use Sync Firm Tasks to Open Engagements if you want safe pending/open task snapshots refreshed.</div>{% endif %}
{% if request.query_params.get('move_error') %}<div class="rounded-2xl border border-red-200 bg-red-50 p-4 text-sm text-red-800">Task could not be moved.</div>{% endif %}
<section class="grid gap-4 md:grid-cols-3">
<div class="rounded-2xl bg-white p-5 shadow-soft">
@@ -77,6 +79,10 @@
<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Sequence</label>
<input name="sequence_no" type="number" min="1" class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm" placeholder="Auto">
</div>
<div class="lg:col-span-3">
<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Task Category <span class="font-normal normal-case text-slate-400">(optional)</span></label>
<input name="task_category" class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm" placeholder="e.g. GST, Accounts, Income Tax">
</div>
<div class="lg:col-span-3">
<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Options</label>
<div class="flex flex-wrap gap-3 rounded-xl border border-slate-200 px-3 py-2 text-xs text-slate-700">
@@ -156,14 +162,38 @@
<tbody class="divide-y divide-slate-100">
{% for task in task_templates %}
<tr>
<td class="px-4 py-3 text-sm font-medium text-slate-900">{{ task.sequence_no }}</td>
<td class="px-4 py-3 text-sm font-medium text-slate-900 align-top">
<div class="flex items-center gap-2">
<span class="min-w-6">{{ task.sequence_no }}</span>
{% if can_manage_tasks %}
<div class="flex flex-col gap-1">
<form method="post" action="/services/templates/{{ service.id }}/tasks/{{ task.id }}/move">
<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
<input type="hidden" name="direction" value="up">
<button type="submit" title="Move task up" aria-label="Move task up"
class="h-6 w-7 rounded border border-slate-300 bg-white text-xs font-bold text-slate-600 hover:bg-slate-50 disabled:cursor-not-allowed disabled:opacity-30"
{% if loop.first %}disabled{% endif %}>↑</button>
</form>
<form method="post" action="/services/templates/{{ service.id }}/tasks/{{ task.id }}/move">
<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
<input type="hidden" name="direction" value="down">
<button type="submit" title="Move task down" aria-label="Move task down"
class="h-6 w-7 rounded border border-slate-300 bg-white text-xs font-bold text-slate-600 hover:bg-slate-50 disabled:cursor-not-allowed disabled:opacity-30"
{% if loop.last %}disabled{% endif %}>↓</button>
</form>
</div>
{% endif %}
</div>
</td>
<td class="px-4 py-3 text-sm text-slate-700">
<div class="font-medium text-slate-900">{{ task.task_name }}</div>
{% if task.task_category %}<div class="mt-1 text-[11px] font-semibold uppercase tracking-wide text-brand-600">Category: {{ task.task_category }}</div>{% endif %}
{% if task.description %}<div class="mt-1 text-xs text-slate-500">{{ task.description }}</div>{% endif %}
</td>
<td class="px-4 py-3 text-sm text-slate-700"><div>{{ task.default_role_name or '-' }}</div><div class="mt-1 text-xs text-slate-500">Eligible: {{ task.eligible_role_names or task.default_role_name or '-' }}</div></td>
<td class="px-4 py-3 text-xs text-slate-600">
<div class="flex flex-wrap gap-1">
{% if task.task_category %}<span class="rounded-full bg-blue-50 px-2 py-1 text-blue-700">{{ task.task_category }}</span>{% endif %}
{% if task.is_mandatory %}<span class="rounded-full bg-slate-100 px-2 py-1">Mandatory</span>{% endif %}
{% if task.requires_review %}<span class="rounded-full bg-amber-100 px-2 py-1 text-amber-800">Review: {{ (task.normal_review_role or "manager").replace("_"," ").title() }}</span>{% endif %}
{% if task.is_aqmm_task %}<span class="rounded-full bg-indigo-100 px-2 py-1 text-indigo-800">AQMM</span>{% endif %}