Add client dashboard ajax tabs v1

2026-07-05 21:42:54 +05:30
parent eb15d76a4d
commit 770ba9af07
9 changed files with 350 additions and 69 deletions
@@ -914,6 +914,30 @@ def _active_financial_year(request: Request) -> str | None:
    value = (value or "").strip()
    return value or None

+CLIENT_PORTAL_TABS = {
+    "overview": "modules/clients/templates/clients/portal_partials/overview.html",
+    "pending": "modules/clients/templates/clients/portal_partials/pending.html",
+    "services": "modules/clients/templates/clients/portal_partials/services.html",
+    "documents": "modules/clients/templates/clients/portal_partials/documents.html",
+    "billing": "modules/clients/templates/clients/portal_partials/billing.html",
+    "messages": "modules/clients/templates/clients/portal_partials/messages.html",
+    "reports": "modules/clients/templates/clients/portal_partials/reports.html",
+}
+
+
+def _client_dashboard_payload(db, client_row, financial_year: str | None = None) -> dict:
+    summary = build_client_portal_summary(db, client_row, financial_year=financial_year)
+    billing_summary = build_client_billing_summary(db, client_row, financial_year=financial_year)
+    return {
+        "client_visible_comments": list_client_visible_comments(db, client_row, limit=20, financial_year=financial_year),
+        "recent_documents": list_client_engagement_documents(db, client_row, financial_year=financial_year)[:12],
+        "permanent_documents": list_client_permanent_documents(db, client_row),
+        "auditor_card": build_client_auditor_card(db, client_row),
+        **summary,
+        **billing_summary,
+    }
+
+
 def _portal_context(request: Request, db, current_user, **extra):
    ctx = {
        "request": request,
@@ -964,6 +988,43 @@ def client_portal_dashboard(request: Request):
        db.close()


+@portal_router.get("/dashboard/tab/{tab_name}")
+def client_portal_dashboard_tab(request: Request, tab_name: str):
+    db = CommonSessionLocal()
+    try:
+        current_user = get_current_user(request, db=db)
+        if not current_user:
+            return RedirectResponse(url="/login", status_code=303)
+
+        client_row, redirect = _portal_client_or_redirect(request, db, current_user)
+        if redirect:
+            return redirect
+
+        active_tab = tab_name if tab_name in CLIENT_PORTAL_TABS else "overview"
+        if not client_row:
+            return templates.TemplateResponse(
+                CLIENT_PORTAL_TABS["overview"],
+                _portal_context(request, db, current_user, client_row=None, active_tab=active_tab),
+                status_code=200,
+            )
+        financial_year = _active_financial_year(request)
+        payload = _client_dashboard_payload(db, client_row, financial_year=financial_year)
+        return templates.TemplateResponse(
+            CLIENT_PORTAL_TABS[active_tab],
+            _portal_context(
+                request,
+                db,
+                current_user,
+                client_row=client_row,
+                active_tab=active_tab,
+                active_financial_year=financial_year,
+                **payload,
+            ),
+        )
+    finally:
+        db.close()
+
+
@portal_router.get("/billing")
 def client_portal_billing(request: Request, q: str = "", include_paid: str = "yes"):
    db = CommonSessionLocal()