Add partner operations dashboard v1

app/modules/partner_dashboard/__init__.py

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+"""Partner dashboard V2 module."""

app/modules/partner_dashboard/service.py

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+from __future__ import annotations
+
+from datetime import date, timedelta
+from decimal import Decimal
+from typing import Any
+
+from sqlalchemy import func, or_, select
+from sqlalchemy.orm import Session, selectinload
+
+from app.modules.clients.models import Client
+from app.modules.core.iam.models import User
+from app.modules.core.rbac.models import Role, UserRole
+from app.modules.core.tenancy.models import Branch, Tenant
+from app.modules.employees.models import Employee
+from app.modules.services.execution import CLOSED_TASK_STATUSES
+from app.modules.services.models import ClientServiceSubscription, ClientServiceTaskInstance, ServiceCatalogue
+
+try:
+    from app.modules.billing.models import BillingInvoice
+except Exception:  # pragma: no cover
+    BillingInvoice = None
+
+PARTNER_ROLES = {"Partner", "System Admin"}
+
+
+def _count(db: Session, stmt) -> int:
+    return int(db.execute(stmt).scalar() or 0)
+
+
+def _money(value: Any) -> Decimal:
+    return Decimal(str(value or "0"))
+
+
+def get_user_role_names(db: Session, user_id: int) -> list[str]:
+    return list(
+        db.execute(
+            select(Role.name)
+            .join(UserRole, UserRole.role_id == Role.id)
+            .where(UserRole.user_id == int(user_id), Role.is_active.is_(True))
+            .order_by(Role.name.asc())
+        ).scalars().all()
+    )
+
+
+def can_access_partner_dashboard(db: Session, current_user) -> bool:
+    roles = set(get_user_role_names(db, current_user.id))
+    return bool(roles.intersection(PARTNER_ROLES))
+
+
+def _active_scope(db: Session, request, current_user, roles: set[str]) -> dict[str, Any]:
+    tenant_id = request.session.get("active_tenant_id") or getattr(current_user, "tenant_id", None)
+    branch_id = request.session.get("active_branch_id") or getattr(current_user, "branch_id", None)
+
+    if "System Admin" not in roles:
+        tenant_id = getattr(current_user, "tenant_id", None)
+
+    # Partner operations are branch-centric. For normal partner users, do not allow
+    # accidental all-branch view unless the branch context is genuinely missing.
+    if "System Admin" not in roles:
+        branch_id = getattr(current_user, "branch_id", None) or branch_id
+
+    if branch_id in (None, "", 0, "0"):
+        branch_id = None
+
+    tenant = db.get(Tenant, int(tenant_id)) if tenant_id else None
+    branch = db.get(Branch, int(branch_id)) if branch_id else None
+    return {
+        "tenant_id": int(tenant_id) if tenant_id else None,
+        "branch_id": int(branch_id) if branch_id else None,
+        "tenant": tenant,
+        "branch": branch,
+    }
+
+
+def _financial_year(request) -> str | None:
+    value = request.session.get("active_financial_year") or getattr(request.state, "year_code", None)
+    value = (value or "").strip()
+    return value or None
+
+
+def _task_scope(stmt, tenant_id: int | None, branch_id: int | None, current_user, roles: set[str], fy: str | None = None):
+    if tenant_id:
+        stmt = stmt.where(ClientServiceTaskInstance.tenant_id == tenant_id)
+    stmt = stmt.where(ClientServiceTaskInstance.is_active.is_(True))
+    if branch_id is not None:
+        stmt = stmt.where(ClientServiceTaskInstance.branch_id == branch_id)
+    if fy:
+        stmt = stmt.where(ClientServiceTaskInstance.financial_year == fy)
+    if "Partner" in roles and "System Admin" not in roles and branch_id is None:
+        stmt = stmt.where(
+            ClientServiceTaskInstance.subscription.has(
+                or_(
+                    ClientServiceSubscription.assigned_partner_user_id == current_user.id,
+                    ClientServiceSubscription.review_partner_user_id == current_user.id,
+                )
+            )
+        )
+    return stmt
+
+
+def _subscription_scope(stmt, tenant_id: int | None, branch_id: int | None, current_user, roles: set[str], fy: str | None = None):
+    if tenant_id:
+        stmt = stmt.where(ClientServiceSubscription.tenant_id == tenant_id)
+    stmt = stmt.where(ClientServiceSubscription.is_active.is_(True))
+    if branch_id is not None:
+        stmt = stmt.where(ClientServiceSubscription.branch_id == branch_id)
+    if fy:
+        stmt = stmt.where(ClientServiceSubscription.financial_year == fy)
+    if "Partner" in roles and "System Admin" not in roles and branch_id is None:
+        stmt = stmt.where(
+            or_(
+                ClientServiceSubscription.assigned_partner_user_id == current_user.id,
+                ClientServiceSubscription.review_partner_user_id == current_user.id,
+            )
+        )
+    return stmt
+
+
+def _client_scope(stmt, tenant_id: int | None, branch_id: int | None, current_user, roles: set[str]):
+    if tenant_id:
+        stmt = stmt.where(Client.tenant_id == tenant_id)
+    stmt = stmt.where(Client.is_active.is_(True))
+    if branch_id is not None:
+        stmt = stmt.where(Client.branch_id == branch_id)
+    elif "Partner" in roles and "System Admin" not in roles:
+        stmt = stmt.where(
+            or_(
+                Client.partner_id == current_user.id,
+                Client.default_review_partner_user_id == current_user.id,
+            )
+        )
+    return stmt
+
+
+def _is_open_status(status: str | None) -> bool:
+    return (status or "pending").strip().lower() not in CLOSED_TASK_STATUSES
+
+
+def _task_label(task: ClientServiceTaskInstance) -> dict[str, Any]:
+    client = getattr(task, "client", None)
+    catalogue = getattr(task, "catalogue", None)
+    assignee = getattr(task, "assigned_to", None)
+    status = (task.status or "pending").replace("_", " ").title()
+    return {
+        "id": task.id,
+        "subscription_id": task.subscription_id,
+        "client_name": getattr(client, "client_name", None) or "Unlinked Client",
+        "client_code": getattr(client, "client_code", None) or "",
+        "service_name": getattr(catalogue, "service_name", None) or "Service",
+        "task_name": task.task_name,
+        "period": task.financial_year or "-",
+        "due_date": task.internal_target_date,
+        "status": task.status or "pending",
+        "status_label": status,
+        "priority": task.priority or "normal",
+        "assigned_to": getattr(assignee, "full_name", None) or getattr(assignee, "email", None) or "Unassigned",
+        "is_overdue": bool(task.internal_target_date and task.internal_target_date < date.today() and _is_open_status(task.status)),
+        "href": f"/work/engagements/{task.subscription_id}" if task.subscription_id else "/partner/reviews",
+    }
+
+
+def _load_tasks(db: Session, tenant_id: int | None, branch_id: int | None, current_user, roles: set[str], fy: str | None) -> list[ClientServiceTaskInstance]:
+    stmt = (
+        select(ClientServiceTaskInstance)
+        .options(
+            selectinload(ClientServiceTaskInstance.client),
+            selectinload(ClientServiceTaskInstance.catalogue),
+            selectinload(ClientServiceTaskInstance.assigned_to),
+            selectinload(ClientServiceTaskInstance.subscription).selectinload(ClientServiceSubscription.catalogue),
+        )
+    )
+    stmt = _task_scope(stmt, tenant_id, branch_id, current_user, roles, fy)
+    stmt = stmt.order_by(
+        ClientServiceTaskInstance.internal_target_date.is_(None),
+        ClientServiceTaskInstance.internal_target_date.asc(),
+        ClientServiceTaskInstance.priority.desc(),
+        ClientServiceTaskInstance.id.desc(),
+    ).limit(300)
+    return list(db.execute(stmt).scalars().all())
+
+
+def _load_clients(db: Session, tenant_id: int | None, branch_id: int | None, current_user, roles: set[str]) -> list[dict[str, Any]]:
+    stmt = _client_scope(select(Client), tenant_id, branch_id, current_user, roles)
+    clients = db.execute(stmt.order_by(Client.client_name.asc()).limit(100)).scalars().all()
+    out: list[dict[str, Any]] = []
+    for client in clients:
+        task_count = _count(db, _task_scope(select(func.count(ClientServiceTaskInstance.id)), tenant_id, branch_id, current_user, roles).where(ClientServiceTaskInstance.client_id == client.id))
+        overdue_count = _count(
+            db,
+            _task_scope(select(func.count(ClientServiceTaskInstance.id)), tenant_id, branch_id, current_user, roles)
+            .where(ClientServiceTaskInstance.client_id == client.id, ClientServiceTaskInstance.internal_target_date < date.today(), ClientServiceTaskInstance.status.notin_(list(CLOSED_TASK_STATUSES))),
+        )
+        service_count = _count(db, _subscription_scope(select(func.count(ClientServiceSubscription.id)), tenant_id, branch_id, current_user, roles).where(ClientServiceSubscription.client_id == client.id))
+        out.append({
+            "id": client.id,
+            "client_name": client.client_name,
+            "client_code": client.client_code,
+            "pan": client.pan,
+            "gstin": client.gstin,
+            "email": client.email,
+            "mobile": client.mobile,
+            "service_count": service_count,
+            "task_count": task_count,
+            "overdue_count": overdue_count,
+            "href": f"/clients/{client.id}/edit",
+        })
+    return out
+
+
+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))
+    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()
+    by_user: dict[int, dict[str, int]] = {}
+    for task in tasks:
+        uid = getattr(task, "assigned_to_user_id", None)
+        if not uid:
+            continue
+        bucket = by_user.setdefault(int(uid), {"active": 0, "overdue": 0, "review": 0, "client_pending": 0})
+        if _is_open_status(task.status):
+            bucket["active"] += 1
+        if task.internal_target_date and task.internal_target_date < date.today() and _is_open_status(task.status):
+            bucket["overdue"] += 1
+        if (task.status or "").lower() == "completed":
+            bucket["review"] += 1
+        if (task.status or "").lower() == "blocked":
+            bucket["client_pending"] += 1
+    rows: list[dict[str, Any]] = []
+    for user in users:
+        stats = by_user.get(int(user.id), {"active": 0, "overdue": 0, "review": 0, "client_pending": 0})
+        total = stats["active"] + stats["review"]
+        rows.append({
+            "id": user.id,
+            "name": user.full_name or user.email,
+            "email": user.email,
+            "designation": user.designation,
+            "active": stats["active"],
+            "overdue": stats["overdue"],
+            "review": stats["review"],
+            "client_pending": stats["client_pending"],
+            "load_status": "Heavy" if total >= 40 else ("Balanced" if total >= 10 else "Light"),
+        })
+    rows.sort(key=lambda r: (r["active"] + r["review"], r["overdue"]), reverse=True)
+    return rows[:25]
+
+
+def _billing_rows(db: Session, tenant_id: int | None, branch_id: int | None, fy: str | None) -> dict[str, Any]:
+    if BillingInvoice is None or not tenant_id:
+        return {"available": False, "invoices": [], "invoice_count": 0, "draft_count": 0, "outstanding": Decimal("0")}
+    stmt = select(BillingInvoice).where(BillingInvoice.tenant_id == tenant_id)
+    if branch_id is not None:
+        stmt = stmt.where(BillingInvoice.branch_id == branch_id)
+    if fy:
+        stmt = stmt.where(BillingInvoice.financial_year == fy)
+    invoices = list(db.execute(stmt.order_by(BillingInvoice.invoice_date.desc(), BillingInvoice.id.desc()).limit(25)).scalars().all())
+    outstanding = sum((_money(getattr(inv, "balance_amount", 0)) for inv in invoices), Decimal("0"))
+    return {
+        "available": True,
+        "invoices": invoices,
+        "invoice_count": len(invoices),
+        "draft_count": len([i for i in invoices if (getattr(i, "status", "") or "").upper() == "DRAFT"]),
+        "outstanding": outstanding,
+    }
+
+
+def build_partner_dashboard_payload(db: Session, request, current_user) -> dict[str, Any]:
+    roles = set(get_user_role_names(db, current_user.id))
+    scope = _active_scope(db, request, current_user, roles)
+    tenant_id = scope["tenant_id"]
+    branch_id = scope["branch_id"]
+    fy = _financial_year(request)
+    today = date.today()
+    next_week = today + timedelta(days=7)
+
+    tasks = _load_tasks(db, tenant_id, branch_id, current_user, roles, fy)
+    task_rows = [_task_label(t) for t in tasks]
+    open_rows = [r for r in task_rows if r["status"] not in CLOSED_TASK_STATUSES]
+    overdue_rows = [r for r in open_rows if r["due_date"] and r["due_date"] < today]
+    due_today_rows = [r for r in open_rows if r["due_date"] == today]
+    due_week_rows = [r for r in open_rows if r["due_date"] and today <= r["due_date"] <= next_week]
+    client_pending_rows = [r for r in open_rows if r["status"] == "blocked"]
+    review_rows = [r for r in task_rows if r["status"] == "completed"]
+
+    clients = _load_clients(db, tenant_id, branch_id, current_user, roles)
+    staff = _staff_rows(db, tenant_id, branch_id, tasks)
+    billing = _billing_rows(db, tenant_id, branch_id, fy)
+
+    subscriptions_count = _count(db, _subscription_scope(select(func.count(ClientServiceSubscription.id)), tenant_id, branch_id, current_user, roles, fy)) if tenant_id else 0
+
+    overview = {
+        "tenant": scope["tenant"],
+        "branch": scope["branch"],
+        "tenant_id": tenant_id,
+        "branch_id": branch_id,
+        "financial_year": fy,
+        "client_count": len(clients),
+        "subscription_count": subscriptions_count,
+        "open_task_count": len(open_rows),
+        "overdue_count": len(overdue_rows),
+        "due_today_count": len(due_today_rows),
+        "due_week_count": len(due_week_rows),
+        "client_pending_count": len(client_pending_rows),
+        "review_pending_count": len(review_rows),
+        "staff_count": len(staff),
+        "invoice_count": billing["invoice_count"],
+        "outstanding": billing["outstanding"],
+        "today": today,
+    }
+
+    return {
+        "roles": sorted(roles),
+        "overview": overview,
+        "branch_work": task_rows[:80],
+        "due_today": due_today_rows[:25],
+        "due_week": due_week_rows[:25],
+        "overdue": overdue_rows[:25],
+        "client_pending": client_pending_rows[:25],
+        "review_queue": review_rows[:50],
+        "clients": clients,
+        "staff_rows": staff,
+        "billing": billing,
+        "reports": _report_cards(),
+        "wizards": _wizard_cards(),
+    }
+
+
+def _report_cards() -> list[dict[str, str]]:
+    return [
+        {"group": "Work Reports", "title": "Branch Work Status", "desc": "Due today, due this week, overdue and blocked work for the active branch.", "href": "/partner/dashboard?tab=branch-work"},
+        {"group": "Work Reports", "title": "Overdue Task Report", "desc": "Tasks past internal target date requiring partner escalation.", "href": "/partner/dashboard?tab=branch-work"},
+        {"group": "Review Reports", "title": "Partner Review Queue", "desc": "Completed work waiting for partner review or final sign-off.", "href": "/partner/dashboard?tab=review"},
+        {"group": "Client Reports", "title": "Branch Client Health", "desc": "Clients, services, open tasks and overdue items in the branch.", "href": "/partner/dashboard?tab=clients"},
+        {"group": "Staff Reports", "title": "Staff Workload", "desc": "Branch team workload, overdue count and client pending count.", "href": "/partner/dashboard?tab=staff"},
+        {"group": "Billing Reports", "title": "Billing Control", "desc": "Invoices raised, drafts and outstanding amount for the active branch.", "href": "/partner/dashboard?tab=billing"},
+    ]
+
+
+def _wizard_cards() -> list[dict[str, str]]:
+    return [
+        {"title": "Add / Manage Clients", "desc": "Open client master for branch client creation and edits.", "href": "/clients"},
+        {"title": "Client Service Subscriptions", "desc": "Assign firm services to branch clients and monitor engagements.", "href": "/services/engagements"},
+        {"title": "Generate / Track Tasks", "desc": "Use work tracker for generated compliance and audit tasks.", "href": "/work"},
+        {"title": "Partner Review Board", "desc": "Review completed work and send rework or clarifications.", "href": "/partner/reviews"},
+        {"title": "Documents", "desc": "Open branch and engagement documents.", "href": "/documents"},
+        {"title": "Billing", "desc": "Raise invoices and track collection follow-up.", "href": "/billing"},
+    ]

app/modules/partner_dashboard/templates/partner_dashboard/dashboard.html

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+{% extends "ui/templates/base/layout.html" %}
+{% block content %}
+<div class="space-y-6">
+  <section class="rounded-3xl border border-slate-200 bg-white p-6 shadow-soft">
+    <div class="flex flex-col gap-4 lg:flex-row lg:items-center lg:justify-between">
+      <div>
+        <p class="text-xs font-semibold uppercase tracking-[0.24em] text-brand-600">Branch Operations Control Centre</p>
+        <h1 class="mt-2 text-2xl font-bold text-slate-900">Partner Operations Dashboard</h1>
+        <p class="mt-1 text-sm text-slate-500">
+          Monitor branch clients, due work, overdue tasks, review queue, team workload, billing and operational reports.
+        </p>
+        <p class="mt-2 text-xs text-slate-500">
+          Scope: {{ overview.tenant.name if overview.tenant else 'Tenant' }}{% if overview.branch %} · {{ overview.branch.name }}{% else %} · All permitted branches{% endif %}{% if overview.financial_year %} · FY {{ overview.financial_year }}{% endif %}
+        </p>
+      </div>
+      <div class="flex flex-wrap gap-2">
+        <a href="/partner/reviews" class="rounded-2xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white shadow-soft hover:bg-brand-700">Review Board</a>
+        <a href="/clients" class="rounded-2xl border border-slate-200 px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Clients</a>
+        <a href="/billing" class="rounded-2xl border border-slate-200 px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Billing</a>
+      </div>
+    </div>
+  </section>
+
+  {% set tabs = [
+    ('overview','Overview'),
+    ('branch-work','Branch Work'),
+    ('clients','Clients'),
+    ('staff','Staff'),
+    ('review','Review'),
+    ('billing','Billing'),
+    ('reports','Reports'),
+    ('wizards','Wizards')
+  ] %}
+  <section class="rounded-3xl border border-slate-200 bg-white p-2 shadow-soft">
+    <div class="flex gap-2 overflow-x-auto" id="partner-dashboard-tabs">
+      {% for code, label in tabs %}
+      <button type="button" data-tab="{{ code }}" class="partner-dashboard-tab whitespace-nowrap rounded-2xl px-4 py-2 text-sm font-semibold transition {% if active_tab == code %}bg-brand-600 text-white{% else %}text-slate-600 hover:bg-slate-100{% endif %}">{{ label }}</button>
+      {% endfor %}
+    </div>
+  </section>
+
+  <section id="partner-dashboard-panel">
+    {% include 'modules/partner_dashboard/templates/partner_dashboard/partials/' ~ (active_tab|replace('-', '_')) ~ '.html' ignore missing %}
+  </section>
+</div>
+
+<script>
+(function(){
+  const panel = document.getElementById('partner-dashboard-panel');
+  const buttons = Array.from(document.querySelectorAll('.partner-dashboard-tab'));
+  async function loadTab(tab) {
+    buttons.forEach(btn => {
+      const active = btn.dataset.tab === tab;
+      btn.classList.toggle('bg-brand-600', active);
+      btn.classList.toggle('text-white', active);
+      btn.classList.toggle('text-slate-600', !active);
+      btn.classList.toggle('hover:bg-slate-100', !active);
+    });
+    panel.innerHTML = '<div class="rounded-3xl border border-slate-200 bg-white p-8 text-center text-sm text-slate-500 shadow-soft">Loading...</div>';
+    try {
+      const res = await fetch('/partner/dashboard/tab/' + encodeURIComponent(tab), {headers: {'X-Requested-With':'fetch'}});
+      if (!res.ok) throw new Error('HTTP ' + res.status);
+      panel.innerHTML = await res.text();
+      history.replaceState(null, '', '/partner/dashboard?tab=' + encodeURIComponent(tab));
+    } catch (err) {
+      panel.innerHTML = '<div class="rounded-3xl border border-red-200 bg-red-50 p-6 text-sm font-semibold text-red-700">Unable to load tab. Please refresh the page.</div>';
+    }
+  }
+  buttons.forEach(btn => btn.addEventListener('click', () => loadTab(btn.dataset.tab)));
+})();
+</script>
+{% endblock %}

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

@@ -0,0 +1,5 @@
+<div class="space-y-6">
+  <div class="grid gap-4 md:grid-cols-3"><div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs uppercase tracking-wide text-slate-400">Invoices Listed</div><div class="mt-2 text-3xl font-bold">{{ billing.invoice_count }}</div></div><div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs uppercase tracking-wide text-slate-400">Draft Invoices</div><div class="mt-2 text-3xl font-bold">{{ billing.draft_count }}</div></div><div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs uppercase tracking-wide text-slate-400">Outstanding</div><div class="mt-2 text-3xl font-bold">₹ {{ billing.outstanding }}</div></div></div>
+  <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft"><div class="flex items-center justify-between"><div><h2 class="text-lg font-semibold text-slate-900">Billing Control</h2><p class="text-sm text-slate-500">Recent invoices in the active branch/FY scope.</p></div><a href="/billing" class="rounded-2xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white">Open Billing</a></div>
+  <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">Invoice</th><th class="px-3 py-2">Client</th><th class="px-3 py-2">Date</th><th class="px-3 py-2">Total</th><th class="px-3 py-2">Balance</th><th class="px-3 py-2">Status</th></tr></thead><tbody class="divide-y divide-slate-100">{% for inv in billing.invoices %}<tr><td class="px-3 py-3 font-semibold">{{ inv.invoice_no }}</td><td class="px-3 py-3">{{ inv.client_legal_name or inv.client_trade_name or inv.client_id }}</td><td class="px-3 py-3">{{ inv.invoice_date }}</td><td class="px-3 py-3">₹ {{ inv.total_amount }}</td><td class="px-3 py-3">₹ {{ inv.balance_amount }}</td><td class="px-3 py-3"><span class="rounded-full bg-slate-100 px-2.5 py-1 text-xs font-semibold">{{ inv.status }}</span></td></tr>{% else %}<tr><td colspan="6" class="px-3 py-8 text-center text-slate-500">No billing invoices found in current scope.</td></tr>{% endfor %}</tbody></table></div></div>
+</div>

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

@@ -0,0 +1,18 @@
+<div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft">
+  <div class="flex flex-col gap-2 sm:flex-row sm:items-center sm:justify-between">
+    <div><h2 class="text-lg font-semibold text-slate-900">Branch Work Status</h2><p class="text-sm text-slate-500">Due dates, assignment and status for the current partner scope.</p></div>
+    <a href="/work" class="rounded-2xl border border-slate-200 px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Open Work Tracker</a>
+  </div>
+  <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">Client</th><th class="px-3 py-2">Service / Task</th><th class="px-3 py-2">Due</th><th class="px-3 py-2">Assigned</th><th class="px-3 py-2">Status</th><th class="px-3 py-2">Action</th></tr></thead>
+      <tbody class="divide-y divide-slate-100">
+      {% for item in branch_work %}
+        <tr class="hover:bg-slate-50"><td class="px-3 py-3"><div class="font-semibold text-slate-900">{{ item.client_name }}</div><div class="text-xs text-slate-500">{{ item.client_code }}</div></td><td class="px-3 py-3"><div>{{ item.service_name }}</div><div class="text-xs text-slate-500">{{ item.task_name }}</div></td><td class="px-3 py-3">{{ item.due_date or '-' }}{% if item.is_overdue %}<span class="ml-2 rounded-full bg-red-100 px-2 py-1 text-xs font-semibold text-red-700">Overdue</span>{% endif %}</td><td class="px-3 py-3">{{ item.assigned_to }}</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">{{ item.status_label }}</span></td><td class="px-3 py-3"><a href="{{ item.href }}" class="font-semibold text-brand-700">Open</a></td></tr>
+      {% else %}
+        <tr><td colspan="6" class="px-3 py-8 text-center text-slate-500">No branch tasks found.</td></tr>
+      {% endfor %}
+      </tbody>
+    </table>
+  </div>
+</div>

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

@@ -0,0 +1,11 @@
+<div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft">
+  <div class="flex items-center justify-between"><div><h2 class="text-lg font-semibold text-slate-900">Branch Clients</h2><p class="text-sm text-slate-500">Client health by service count, open tasks and overdue items.</p></div><a href="/clients" class="rounded-2xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white">Manage Clients</a></div>
+  <div class="mt-5 grid gap-4 lg:grid-cols-2 xl:grid-cols-3">
+    {% for c in clients %}
+    <a href="{{ c.href }}" class="rounded-3xl border border-slate-200 p-5 hover:bg-slate-50">
+      <div class="flex items-start justify-between gap-3"><div><h3 class="font-semibold text-slate-900">{{ c.client_name }}</h3><p class="mt-1 text-xs text-slate-500">{{ c.client_code }}{% if c.gstin %} · {{ c.gstin }}{% elif c.pan %} · {{ c.pan }}{% endif %}</p></div>{% if c.overdue_count > 0 %}<span class="rounded-full bg-red-100 px-2 py-1 text-xs font-semibold text-red-700">{{ c.overdue_count }} overdue</span>{% endif %}</div>
+      <div class="mt-4 grid grid-cols-3 gap-2 text-center text-xs"><div class="rounded-2xl bg-slate-50 p-3"><div class="text-lg font-semibold">{{ c.service_count }}</div><div class="text-slate-500">Services</div></div><div class="rounded-2xl bg-slate-50 p-3"><div class="text-lg font-semibold">{{ c.task_count }}</div><div class="text-slate-500">Tasks</div></div><div class="rounded-2xl bg-slate-50 p-3"><div class="text-lg font-semibold">{{ c.overdue_count }}</div><div class="text-slate-500">Overdue</div></div></div>
+    </a>
+    {% else %}<div class="rounded-3xl border border-dashed border-slate-300 p-8 text-center text-sm text-slate-500 xl:col-span-3">No branch clients found.</div>{% endfor %}
+  </div>
+</div>

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

@@ -0,0 +1,49 @@
+<div class="space-y-6">
+  <div class="grid gap-4 sm:grid-cols-2 xl:grid-cols-4">
+    {% for card in [
+      ('Branch Clients', overview.client_count),
+      ('Open Tasks', overview.open_task_count),
+      ('Overdue', overview.overdue_count),
+      ('Review Pending', overview.review_pending_count),
+      ('Due Today', overview.due_today_count),
+      ('Due This Week', overview.due_week_count),
+      ('Client Pending', overview.client_pending_count),
+      ('Outstanding', '₹ ' ~ overview.outstanding)
+    ] %}
+    <div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft">
+      <div class="text-xs font-semibold uppercase tracking-wide text-slate-400">{{ card[0] }}</div>
+      <div class="mt-2 text-3xl font-bold text-slate-900">{{ card[1] }}</div>
+    </div>
+    {% endfor %}
+  </div>
+
+  <div class="grid gap-6 xl:grid-cols-2">
+    <section class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft">
+      <div class="flex items-center justify-between"><h2 class="font-semibold text-slate-900">Needs Attention</h2><a href="/partner/dashboard?tab=branch-work" class="text-xs font-semibold text-brand-700">View work</a></div>
+      <div class="mt-4 space-y-3">
+        {% for item in overdue[:6] + client_pending[:4] %}
+        <a href="{{ item.href }}" class="block rounded-2xl border border-slate-200 p-4 hover:bg-slate-50">
+          <div class="flex items-start justify-between gap-3"><div><div class="font-semibold text-slate-900">{{ item.task_name }}</div><div class="mt-1 text-xs text-slate-500">{{ item.client_name }} · {{ item.service_name }}</div></div><span class="rounded-full bg-red-100 px-2 py-1 text-xs font-semibold text-red-700">{{ item.status_label }}</span></div>
+          <div class="mt-2 text-xs text-slate-500">Due: {{ item.due_date or '-' }} · Assigned: {{ item.assigned_to }}</div>
+        </a>
+        {% else %}
+        <div class="rounded-2xl border border-dashed border-slate-300 p-6 text-center text-sm text-slate-500">No overdue or blocked branch work in current scope.</div>
+        {% endfor %}
+      </div>
+    </section>
+
+    <section class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft">
+      <div class="flex items-center justify-between"><h2 class="font-semibold text-slate-900">Review Queue</h2><a href="/partner/reviews" class="text-xs font-semibold text-brand-700">Open review board</a></div>
+      <div class="mt-4 space-y-3">
+        {% for item in review_queue[:8] %}
+        <a href="{{ item.href }}" class="block rounded-2xl border border-slate-200 p-4 hover:bg-slate-50">
+          <div class="font-semibold text-slate-900">{{ item.task_name }}</div>
+          <div class="mt-1 text-xs text-slate-500">{{ item.client_name }} · {{ item.service_name }} · {{ item.assigned_to }}</div>
+        </a>
+        {% else %}
+        <div class="rounded-2xl border border-dashed border-slate-300 p-6 text-center text-sm text-slate-500">No completed tasks waiting for partner review.</div>
+        {% endfor %}
+      </div>
+    </section>
+  </div>
+</div>

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

@@ -0,0 +1,5 @@
+<div class="grid gap-4 md:grid-cols-2 xl:grid-cols-3">
+  {% for report in reports %}
+  <a href="{{ report.href }}" class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft hover:border-brand-300 hover:bg-brand-50/30"><div class="text-xs font-semibold uppercase tracking-wide text-brand-600">{{ report.group }}</div><h3 class="mt-2 font-semibold text-slate-900">{{ report.title }}</h3><p class="mt-2 text-sm text-slate-500">{{ report.desc }}</p><div class="mt-4 text-sm font-semibold text-brand-700">View report →</div></a>
+  {% endfor %}
+</div>

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

@@ -0,0 +1,6 @@
+<div class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft">
+  <div class="flex items-center justify-between"><div><h2 class="text-lg font-semibold text-slate-900">Partner Review Queue</h2><p class="text-sm text-slate-500">Completed work awaiting partner approval, rework decision or final sign-off.</p></div><a href="/partner/reviews" class="rounded-2xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white">Open Review Board</a></div>
+  <div class="mt-5 grid gap-4 lg:grid-cols-2">
+  {% for item in review_queue %}<a href="{{ item.href }}" class="rounded-3xl border border-slate-200 p-5 hover:bg-slate-50"><div class="flex items-start justify-between gap-3"><div><h3 class="font-semibold text-slate-900">{{ item.task_name }}</h3><p class="mt-1 text-xs text-slate-500">{{ item.client_name }} · {{ item.service_name }}</p></div><span class="rounded-full bg-brand-100 px-2.5 py-1 text-xs font-semibold text-brand-700">Review</span></div><div class="mt-3 text-xs text-slate-500">Prepared by: {{ item.assigned_to }} · Due: {{ item.due_date or '-' }}</div></a>{% else %}<div class="rounded-3xl border border-dashed border-slate-300 p-8 text-center text-sm text-slate-500 lg:col-span-2">No completed tasks waiting for partner review.</div>{% endfor %}
+  </div>
+</div>

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

@@ -0,0 +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">
+  {% 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 %}
+  </tbody></table></div>
+</div>

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

@@ -0,0 +1,5 @@
+<div class="grid gap-4 md:grid-cols-2 xl:grid-cols-3">
+  {% for wizard in wizards %}
+  <a href="{{ wizard.href }}" class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft hover:border-brand-300 hover:bg-brand-50/30"><h3 class="font-semibold text-slate-900">{{ wizard.title }}</h3><p class="mt-2 text-sm text-slate-500">{{ wizard.desc }}</p><div class="mt-4 text-sm font-semibold text-brand-700">Open →</div></a>
+  {% endfor %}
+</div>

app/modules/partner_dashboard/ui.py

@@ -0,0 +1,75 @@
+from __future__ import annotations
+
+from fastapi import APIRouter, Request
+from fastapi.responses import RedirectResponse
+
+from app.core.db.common import CommonSessionLocal
+from app.core.http_responses import ui_access_denied
+from app.core.security.csrf import get_or_create_csrf_token
+from app.core.security.session_auth import get_current_user
+from app.core.templating import templates
+from app.modules.core.rbac.deps import get_user_permissions, get_user_roles
+from app.modules.partner_dashboard.service import build_partner_dashboard_payload, can_access_partner_dashboard
+
+router = APIRouter(prefix="/partner", tags=["partner-dashboard-v1-ui"])
+
+VALID_TABS = {
+    "overview": "modules/partner_dashboard/templates/partner_dashboard/partials/overview.html",
+    "branch-work": "modules/partner_dashboard/templates/partner_dashboard/partials/branch_work.html",
+    "clients": "modules/partner_dashboard/templates/partner_dashboard/partials/clients.html",
+    "staff": "modules/partner_dashboard/templates/partner_dashboard/partials/staff.html",
+    "review": "modules/partner_dashboard/templates/partner_dashboard/partials/review.html",
+    "billing": "modules/partner_dashboard/templates/partner_dashboard/partials/billing.html",
+    "reports": "modules/partner_dashboard/templates/partner_dashboard/partials/reports.html",
+    "wizards": "modules/partner_dashboard/templates/partner_dashboard/partials/wizards.html",
+}
+
+
+def _ctx(request: Request, db, current_user, *, active_tab: str = "overview"):
+    payload = build_partner_dashboard_payload(db, request, current_user)
+    return {
+        "request": request,
+        "current_user": current_user,
+        "current_user_roles": get_user_roles(db, current_user.id),
+        "current_user_permissions": get_user_permissions(db, current_user.id),
+        "csrf_token": get_or_create_csrf_token(request),
+        "title": "Partner Operations",
+        "active_tab": active_tab,
+        **payload,
+    }
+
+
+@router.get("/dashboard")
+def dashboard(request: Request, tab: str = "overview"):
+    db = CommonSessionLocal()
+    try:
+        current_user = get_current_user(request, db=db)
+        if not current_user:
+            return RedirectResponse(url="/login", status_code=303)
+        if not can_access_partner_dashboard(db, current_user):
+            return ui_access_denied()
+        active_tab = tab if tab in VALID_TABS else "overview"
+        return templates.TemplateResponse(
+            "modules/partner_dashboard/templates/partner_dashboard/dashboard.html",
+            _ctx(request, db, current_user, active_tab=active_tab),
+        )
+    finally:
+        db.close()
+
+
+@router.get("/dashboard/tab/{tab_name}")
+def 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)
+        if not can_access_partner_dashboard(db, current_user):
+            return ui_access_denied()
+        active_tab = tab_name if tab_name in VALID_TABS else "overview"
+        return templates.TemplateResponse(
+            VALID_TABS[active_tab],
+            _ctx(request, db, current_user, active_tab=active_tab),
+        )
+    finally:
+        db.close()

app/ui/app.py

@@ -1,10 +1,11 @@
-from fastapi import FastAPI
+from fastapi import FastAPI
 from fastapi.staticfiles import StaticFiles
 
 from app.modules.clients.ui import router as clients_ui_router, portal_router as client_portal_router
 from app.modules.consultants.ui import router as consultants_ui_router, portal_router as consultant_portal_router
 from app.modules.employees.ui import router as employees_ui_router, portal_router as employee_portal_router
 from app.modules.managers.ui import router as managers_ui_router
+from app.modules.partner_dashboard.ui import router as partner_dashboard_router
 from app.modules.partners.ui import router as partners_ui_router
 from app.modules.core.audit.ui import router as audit_ui_router
 from app.modules.core.iam.ui import router as iam_ui_router
@@ -54,9 +55,11 @@ def mount_ui(app: FastAPI) -> None:
     app.include_router(clients_ui_router)
     app.include_router(employees_ui_router)
     app.include_router(managers_ui_router)
+    app.include_router(partner_dashboard_router)
     app.include_router(partners_ui_router)
     app.include_router(employee_portal_router)
     app.include_router(consultants_ui_router)
     app.include_router(engagements_ui_router)
     app.include_router(client_portal_router)
     app.include_router(consultant_portal_router)
+