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Add AQMM task evidence and review notes workflow

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A R R R Associates
2026-07-07 12:03:07 +05:30
parent 05690a220c
commit 91b1811eb8
10 changed files with 816 additions and 11 deletions
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app/modules/documents/templates/documents/task_documents.html
+59 -3
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@@ -17,6 +17,7 @@
</div>
{% if request.query_params.get('uploaded') %}<div class="rounded-2xl border border-emerald-200 bg-emerald-50 p-4 text-sm text-emerald-800">Task document uploaded successfully.</div>{% endif %}
{% if request.query_params.get('evidence_reviewed') %}<div class="rounded-2xl border border-emerald-200 bg-emerald-50 p-4 text-sm text-emerald-800">Evidence review status updated.</div>{% endif %}
{% 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 %}
{% 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 %}
{% if request.query_params.get('error') %}<div class="rounded-2xl border border-red-200 bg-red-50 p-4 text-sm text-red-800">Upload/action failed. Please verify file, requirement, UDIN and permission.</div>{% endif %}
@@ -27,6 +28,24 @@
<div class="rounded-2xl bg-white p-5 shadow-soft"><div class="text-xs uppercase tracking-wide text-slate-500">Uploaded Documents</div><div class="mt-2 text-2xl font-semibold text-slate-900">{{ documents|length }}</div></div>
</section>
{% if task.is_aqmm_task %}
<section class="rounded-2xl border border-indigo-200 bg-indigo-50 p-5">
<div class="flex flex-wrap items-start justify-between gap-3">
<div>
<h3 class="text-sm font-semibold text-indigo-900">AQMM Evidence Container</h3>
<p class="mt-1 text-sm text-indigo-700">This task is marked as part of AQMM. Documents uploaded here, together with staff notes and review notes, become AQMM evidence.</p>
</div>
<span class="rounded-full bg-white px-3 py-1 text-xs font-medium text-indigo-700">{{ task.aqmm_status.replace('_',' ').title() }}</span>
</div>
<div class="mt-4 grid gap-3 text-xs md:grid-cols-4">
<div class="rounded-xl bg-white p-3"><div class="text-slate-500">Evidence Required</div><div class="mt-1 font-semibold text-slate-900">{{ 'Yes' if task.aqmm_evidence_required else 'No' }}</div></div>
<div class="rounded-xl bg-white p-3"><div class="text-slate-500">Evidence Status</div><div class="mt-1 font-semibold text-slate-900">{{ task.evidence_status.replace('_',' ').title() }}</div></div>
<div class="rounded-xl bg-white p-3"><div class="text-slate-500">Review Status</div><div class="mt-1 font-semibold text-slate-900">{{ task.aqmm_review_status.replace('_',' ').title() }}</div></div>
<div class="rounded-xl bg-white p-3"><div class="text-slate-500">Blocks Final Release</div><div class="mt-1 font-semibold text-slate-900">{{ 'Yes' if task.aqmm_blocks_final_release else 'No' }}</div></div>
</div>
</section>
{% endif %}
{% if can_upload %}
<section class="rounded-2xl bg-white p-5 shadow-soft">
<h3 class="text-sm font-semibold text-slate-900">Upload Task Document</h3>
@@ -63,6 +82,16 @@
<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">File</label>
<input type="file" name="file" required class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
</div>
{% if task.is_aqmm_task %}
<div class="md:col-span-2 rounded-xl border border-indigo-200 bg-indigo-50 p-3 text-sm text-indigo-900">
<div class="font-semibold">AQMM Evidence Details</div>
<p class="mt-1 text-xs text-indigo-800">This upload will be automatically marked as AQMM evidence because the task is part of AQMM.</p>
<div class="mt-3 grid gap-3 md:grid-cols-2">
<input type="text" name="evidence_type" placeholder="Evidence type, e.g. Working Paper / Confirmation" class="rounded-xl border border-indigo-200 px-3 py-2 text-sm">
<input type="text" name="evidence_description" placeholder="Evidence description" class="rounded-xl border border-indigo-200 px-3 py-2 text-sm">
</div>
</div>
{% endif %}
<div class="md:col-span-2 rounded-xl border border-amber-200 bg-amber-50 p-3 text-sm text-amber-900">
<label class="inline-flex items-center gap-2 font-semibold">
<input type="checkbox" name="udin_required" value="1" class="rounded border-amber-300">
@@ -96,7 +125,7 @@
<td class="px-4 py-3 text-sm">{% if item.is_uploaded %}<span class="rounded-full bg-emerald-100 px-2 py-1 text-xs text-emerald-800">Uploaded</span>{% elif req.is_mandatory %}<span class="rounded-full bg-red-100 px-2 py-1 text-xs text-red-800">Pending Mandatory</span>{% else %}<span class="rounded-full bg-slate-100 px-2 py-1 text-xs text-slate-600">Optional Pending</span>{% endif %}</td>
<td class="px-4 py-3 text-xs text-slate-600">{% for doc in item.documents %}<div><a href="/documents/{{ doc.id }}/download" class="text-brand-700 hover:underline">{{ doc.title }}</a> · v{{ doc.current_version_no }}</div>{% else %}-{% endfor %}</td>
</tr>
{% else %}<tr><td colspan="4" class="px-4 py-8 text-center text-sm text-slate-500">No document requirements configured for this task template.</td></tr>{% endfor %}
{% else %}<tr><td colspan="5" class="px-4 py-8 text-center text-sm text-slate-500">No document requirements configured for this task template.</td></tr>{% endfor %}
</tbody>
</table>
</section>
@@ -104,13 +133,23 @@
<section class="overflow-hidden rounded-2xl bg-white shadow-soft">
<div class="border-b border-slate-100 px-5 py-4"><h3 class="text-sm font-semibold text-slate-900">All Task Documents</h3></div>
<table class="min-w-full divide-y divide-slate-200">
<thead class="bg-slate-50"><tr><th class="px-4 py-3 text-left text-xs font-semibold uppercase text-slate-500">Document</th><th class="px-4 py-3 text-left text-xs font-semibold uppercase text-slate-500">Latest Version</th><th class="px-4 py-3 text-left text-xs font-semibold uppercase text-slate-500">UDIN / Release</th><th class="px-4 py-3 text-right text-xs font-semibold uppercase text-slate-500">Action</th></tr></thead>
<thead class="bg-slate-50"><tr><th class="px-4 py-3 text-left text-xs font-semibold uppercase text-slate-500">Document</th><th class="px-4 py-3 text-left text-xs font-semibold uppercase text-slate-500">Latest Version</th><th class="px-4 py-3 text-left text-xs font-semibold uppercase text-slate-500">AQMM Evidence</th><th class="px-4 py-3 text-left text-xs font-semibold uppercase text-slate-500">UDIN / Release</th><th class="px-4 py-3 text-right text-xs font-semibold uppercase text-slate-500">Action</th></tr></thead>
<tbody class="divide-y divide-slate-100">
{% for doc in documents %}
{% set latest = doc.versions[0] if doc.versions else None %}
<tr>
<td class="px-4 py-3 text-sm"><div class="font-medium text-slate-900">{{ doc.title }}</div><div class="text-xs text-slate-500">{{ doc.document_type.replace('_',' ').title() }}{% if doc.document_requirement %} · {{ doc.document_requirement.document_name }}{% endif %}</div></td>
<td class="px-4 py-3 text-xs text-slate-600">{% if latest %}v{{ latest.version_no }} · {{ latest.original_filename }}{% else %}-{% endif %}</td>
<td class="px-4 py-3 text-xs text-slate-600 align-top">
{% if doc.is_aqmm_evidence %}
<div><span class="rounded-full bg-indigo-100 px-2 py-1 text-indigo-800">AQMM Evidence</span></div>
<div class="mt-2">Status: <span class="font-semibold">{{ (doc.evidence_status or 'uploaded').replace('_',' ').title() }}</span></div>
{% if doc.evidence_type %}<div class="mt-1">{{ doc.evidence_type }}</div>{% endif %}
{% if doc.evidence_review_note %}<div class="mt-1 text-slate-500">{{ doc.evidence_review_note }}</div>{% endif %}
{% elif task.is_aqmm_task %}
<span class="rounded-full bg-slate-100 px-2 py-1 text-slate-600">Not marked</span>
{% else %}-{% endif %}
</td>
<td class="px-4 py-3 text-xs text-slate-600">
<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>
<div class="mt-2">UDIN: <span class="font-semibold">{{ (doc.udin_status or 'not_required').replace('_',' ').title() }}</span></div>
@@ -119,6 +158,23 @@
</td>
<td class="px-4 py-3 text-right text-sm align-top">
{% if latest %}<a href="/documents/{{ doc.id }}/download" class="text-brand-700 hover:underline">Download</a>{% endif %}
{% if task.is_aqmm_task and can_upload %}
<details class="mt-3 text-left">
<summary class="cursor-pointer text-sm font-semibold text-indigo-700">Evidence Review</summary>
<form method="post" action="/documents/tasks/{{ task.id }}/documents/{{ doc.id }}/evidence-review" class="mt-3 grid gap-2 rounded-xl border border-indigo-100 bg-indigo-50 p-3">
<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
<select name="evidence_status" class="rounded-lg border border-indigo-200 px-2 py-1 text-xs">
{% for status_code, status_label in [('uploaded','Uploaded'),('accepted','Accepted'),('rejected','Rejected / Insufficient'),('not_required','Not Required')] %}
<option value="{{ status_code }}" {% if doc.evidence_status == status_code %}selected{% endif %}>{{ status_label }}</option>
{% endfor %}
</select>
<input type="text" name="evidence_type" value="{{ doc.evidence_type or doc.document_type }}" placeholder="Evidence type" class="rounded-lg border border-indigo-200 px-2 py-1 text-xs">
<input type="text" name="evidence_description" value="{{ doc.evidence_description or '' }}" placeholder="Evidence description" class="rounded-lg border border-indigo-200 px-2 py-1 text-xs">
<input type="text" name="evidence_review_note" value="{{ doc.evidence_review_note or '' }}" placeholder="Evidence review note" class="rounded-lg border border-indigo-200 px-2 py-1 text-xs">
<button class="rounded-lg bg-indigo-600 px-3 py-1.5 text-xs font-semibold text-white">Save Evidence Review</button>
</form>
</details>
{% endif %}
{% if 'udin.manage' in current_user_permissions %}
<details class="mt-3 text-left">
<summary class="cursor-pointer text-sm font-semibold text-brand-700">UDIN / Release</summary>
@@ -149,7 +205,7 @@
{% endif %}
</td>
</tr>
{% else %}<tr><td colspan="4" class="px-4 py-8 text-center text-sm text-slate-500">No task documents uploaded yet.</td></tr>{% endfor %}
{% else %}<tr><td colspan="5" class="px-4 py-8 text-center text-sm text-slate-500">No task documents uploaded yet.</td></tr>{% endfor %}
</tbody>
</table>
</section>