Show engagement progress instead of internal task status to consultants
This commit is contained in:
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/consultants/templates/consultants/_consultant_tabs.html" %}
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<div class="space-y-6">
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<div class="flex flex-wrap items-start justify-between gap-4"><div><h2 class="text-xl font-semibold text-slate-900">{{ client.client_name }} — {{ catalogue.service_name }}</h2><p class="text-sm text-slate-500">Engagement progress report • {{ subscription.financial_year }}{% if subscription.assessment_year %} • AY {{ subscription.assessment_year }}{% endif %}</p></div><a href="/consultant/work" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Back to Engagement Report</a></div>
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<div class="grid gap-4 md:grid-cols-2 xl:grid-cols-4">
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<div class="rounded-2xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs uppercase tracking-wide text-slate-500">Overall Progress</div><div class="mt-2 text-3xl font-bold text-slate-900">{{ progress_percentage }}%</div><div class="mt-3 h-3 overflow-hidden rounded-full bg-slate-100"><div class="h-full rounded-full bg-brand-600" style="width: {{ progress_percentage }}%"></div></div></div>
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<div class="rounded-2xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs uppercase tracking-wide text-slate-500">Current Stage</div><div class="mt-2 text-lg font-semibold text-blue-700">{{ external_stage }}</div></div>
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<div class="rounded-2xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs uppercase tracking-wide text-slate-500">Pending From</div><div class="mt-2 text-lg font-semibold text-slate-900">{{ pending_from }}</div></div>
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<div class="rounded-2xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs uppercase tracking-wide text-slate-500">Statutory / Target Due Date</div><div class="mt-2 text-lg font-semibold {% if is_overdue %}text-red-700{% else %}text-slate-900{% endif %}">{{ due_date.strftime('%d-%m-%Y') if due_date else 'Not set' }}</div>{% if is_overdue %}<div class="mt-1 text-xs font-semibold text-red-700">Overdue</div>{% endif %}</div>
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</div>
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<div class="rounded-2xl border {% if blocker_code != 'none' %}border-amber-200 bg-amber-50{% else %}border-emerald-200 bg-emerald-50{% endif %} p-5 shadow-soft"><div class="text-xs uppercase tracking-wide {% if blocker_code != 'none' %}text-amber-700{% else %}text-emerald-700{% endif %}">Current Blocker</div><div class="mt-2 text-lg font-semibold {% if blocker_code != 'none' %}text-amber-900{% else %}text-emerald-900{% endif %}">{{ blocker_text }}</div><p class="mt-2 text-sm text-slate-600">Internal staff assignments, task statuses and private review remarks are intentionally not displayed.</p></div>
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<div class="grid gap-6 xl:grid-cols-[1fr_380px]">
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<section class="rounded-2xl border border-slate-200 bg-white shadow-soft"><div class="border-b border-slate-200 px-5 py-4"><h3 class="font-semibold text-slate-900">Meaningful Engagement Updates</h3><p class="text-xs text-slate-500">Only communications shared with the consultant are shown.</p></div><div class="divide-y divide-slate-100">{% for note in communications %}<div class="p-5"><div class="flex flex-wrap items-center justify-between gap-2"><div class="text-sm font-semibold text-slate-900">{{ note.comment_type.replace('_',' ').title() }}</div><div class="text-xs text-slate-500">{{ note.created_at_utc.strftime('%d-%m-%Y %H:%M') if note.created_at_utc else '' }}</div></div><div class="mt-2 whitespace-pre-line rounded-xl bg-slate-50 p-3 text-sm text-slate-700">{{ note.message }}</div></div>{% else %}<div class="p-6 text-sm text-slate-500">No consultant-visible update has been shared yet.</div>{% endfor %}</div></section>
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<aside class="space-y-6"><div class="rounded-2xl border border-slate-200 bg-white shadow-soft"><div class="border-b border-slate-200 px-4 py-3"><h3 class="font-semibold text-slate-900">Pending Requirements</h3></div><div class="divide-y divide-slate-100">{% for request_row in pending_requirements %}<div class="p-4"><div class="font-semibold text-slate-900">{{ request_row.title }}</div><div class="mt-1 text-xs text-slate-500">{{ request_row.request_type.replace('_',' ').title() }} • Pending from {{ request_row.requested_from.replace('_',' ').title() }}{% if request_row.due_date %} • Due {{ request_row.due_date.strftime('%d-%m-%Y') }}{% endif %}</div>{% if request_row.description %}<div class="mt-2 text-sm text-slate-600">{{ request_row.description }}</div>{% endif %}</div>{% else %}<div class="p-4 text-sm text-slate-500">No pending requirement is shared with you.</div>{% endfor %}</div></div>
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{% if assigned_tasks %}<div class="rounded-2xl border border-indigo-200 bg-indigo-50 shadow-soft"><div class="border-b border-indigo-200 px-4 py-3"><h3 class="font-semibold text-slate-900">My Assigned Execution Tasks</h3></div><div class="divide-y divide-indigo-100">{% for task in assigned_tasks %}<a href="/consultant/assignments/{{ task.id }}" class="block p-4 hover:bg-indigo-100"><div class="font-semibold text-indigo-900">{{ task.task_name }}</div><div class="mt-1 text-xs text-indigo-700">{{ task.consultant_assignment_status.replace('_',' ').title() }}{% if task.consultant_due_date %} • Due {{ task.consultant_due_date.strftime('%d-%m-%Y') }}{% endif %}</div></a>{% endfor %}</div></div>{% endif %}</aside>
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</div>
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</div>
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{% endblock %}
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@@ -2,42 +2,36 @@
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<div class="af-card">
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<div class="flex flex-col gap-3 md:flex-row md:items-center md:justify-between">
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<div>
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<h3 class="text-lg font-semibold text-slate-900">Assigned Work</h3>
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<p class="mt-1 text-sm text-slate-500">Consultant-visible assignments and firm task communications.</p>
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<h3 class="text-lg font-semibold text-slate-900">Engagement Progress</h3>
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<p class="mt-1 text-sm text-slate-500">Overall engagement progress and external blockers. Detailed internal task status is not exposed.</p>
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</div>
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<a href="/consultant/work" class="rounded-xl bg-slate-900 px-4 py-2 text-sm font-semibold text-white hover:bg-slate-800">Open Full Work Board</a>
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<a href="/consultant/work" class="rounded-xl bg-slate-900 px-4 py-2 text-sm font-semibold text-white hover:bg-slate-800">Open Full Engagement Report</a>
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</div>
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</div>
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{% set work_board = payload.work_board if payload.work_board is defined else {} %}
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{% if work_board.columns %}
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{% if work_board.engagements %}
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<section class="grid gap-4 xl:grid-cols-3">
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{% for key, column in work_board.columns.items() %}
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<div class="rounded-3xl border border-slate-200 bg-white p-4 shadow-soft">
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<div class="flex items-center justify-between">
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<h4 class="font-semibold text-slate-900">{{ column.label }}</h4>
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<span class="rounded-full bg-slate-100 px-2 py-1 text-xs font-semibold text-slate-600">{{ column.items|length }}</span>
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{% for item in work_board.engagements[:9] %}
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<a href="/consultant/engagements/{{ item.subscription.id }}" class="rounded-3xl border border-slate-200 bg-white p-4 shadow-soft hover:border-brand-300">
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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">{{ item.client.client_name }}</div><div class="mt-1 text-xs text-slate-500">{{ item.catalogue.service_name }} • {{ item.subscription.financial_year }}</div></div>
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{% if item.is_overdue %}<span class="rounded-full bg-red-50 px-2 py-1 text-[11px] font-semibold text-red-700">Overdue</span>{% endif %}
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</div>
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<div class="mt-4 space-y-3">
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{% for item in column.items[:5] %}
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{% set task = item.task %}{% set client = item.client %}{% set catalogue = item.catalogue %}{% set comment = item.comment %}
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<a href="/consultant/assignments/{{ task.id }}" class="block rounded-2xl border {% if item.is_overdue %}border-red-200 bg-red-50{% else %}border-slate-200 hover:bg-slate-50{% endif %} p-3">
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<div class="font-semibold text-slate-900">{{ client.client_name }}</div>
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<div class="mt-1 text-xs text-slate-500">{{ catalogue.service_name }} • {{ task.task_name }}</div>
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<div class="mt-2 flex flex-wrap gap-2 text-xs">
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<span class="rounded-full bg-white px-2 py-1 font-semibold text-slate-600">{{ task.status.replace('_',' ').title() if task.status else 'Pending' }}</span>
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{% if item.is_overdue %}<span class="rounded-full bg-red-100 px-2 py-1 font-semibold text-red-700">Overdue</span>{% endif %}
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</div>
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<div class="mt-2 line-clamp-2 text-xs text-slate-600">{{ comment.message }}</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-4 text-sm text-slate-500">No items in this column.</div>
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{% endfor %}
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</div>
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</div>
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<div class="mt-4 flex items-center justify-between text-xs font-semibold text-slate-700"><span>{{ item.external_stage }}</span><span>{{ item.progress_percentage }}%</span></div>
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<div class="mt-2 h-2 overflow-hidden rounded-full bg-slate-100"><div class="h-full rounded-full bg-brand-600" style="width: {{ item.progress_percentage }}%"></div></div>
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<div class="mt-3 rounded-xl {% if item.blocker_code != 'none' %}bg-amber-50 text-amber-800{% else %}bg-emerald-50 text-emerald-700{% endif %} p-2 text-xs"><strong>Blocker:</strong> {{ item.blocker_text }}<br><strong>Pending from:</strong> {{ item.pending_from }}</div>
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</a>
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{% endfor %}
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</section>
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{% else %}
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<div class="rounded-3xl border border-dashed border-slate-300 bg-white p-8 text-center text-sm text-slate-500 shadow-soft">No consultant-visible assigned work found.</div>
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<div class="rounded-3xl border border-dashed border-slate-300 bg-white p-8 text-center text-sm text-slate-500 shadow-soft">No consultant-visible engagements found.</div>
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{% endif %}
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{% if work_board.assigned_tasks %}
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<section class="rounded-3xl border border-indigo-200 bg-indigo-50 p-4 shadow-soft">
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<div class="flex items-center justify-between"><div><h4 class="font-semibold text-slate-900">Tasks Assigned Directly to Me</h4><p class="text-xs text-slate-600">Only these tasks expose detailed execution controls.</p></div><span class="rounded-full bg-white px-2 py-1 text-xs font-semibold text-indigo-700">{{ work_board.assigned_tasks|length }}</span></div>
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<div class="mt-4 grid gap-3 md:grid-cols-2 xl:grid-cols-3">{% for item in work_board.assigned_tasks[:6] %}<a href="/consultant/assignments/{{ item.task.id }}" class="rounded-2xl border border-indigo-200 bg-white p-3 hover:bg-indigo-100"><div class="font-semibold text-slate-900">{{ item.client.client_name }}</div><div class="mt-1 text-xs text-slate-500">{{ item.task.task_name }}</div><div class="mt-2 text-xs font-semibold text-indigo-700">{{ item.task.consultant_assignment_status.replace('_',' ').title() }}</div></a>{% endfor %}</div>
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</section>
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{% endif %}
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</div>
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@@ -4,83 +4,63 @@
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<div class="space-y-6">
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<div class="flex flex-wrap items-start justify-between gap-4">
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<div>
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<h2 class="text-xl font-semibold text-slate-900">My Consultant Work Board</h2>
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<p class="text-sm text-slate-500">Consultant-visible work shared by the firm. Internal firm tasks and private notes are not shown here.</p>
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<h2 class="text-xl font-semibold text-slate-900">Engagement Progress Report</h2>
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<p class="text-sm text-slate-500">Overall progress, current stage and external blockers for clients linked to you. Internal task allocation and private review notes are not shown.</p>
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</div>
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<a href="/consultant/service-requests/new" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Raise Service Request</a>
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</div>
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<div class="grid gap-4 sm:grid-cols-2 xl:grid-cols-4">
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<div class="rounded-2xl border border-slate-200 bg-white p-4 shadow-soft"><div class="text-xs uppercase tracking-wide text-slate-500">Engagements</div><div class="mt-2 text-2xl font-bold text-slate-900">{{ board.total_engagements }}</div></div>
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<div class="rounded-2xl border border-slate-200 bg-white p-4 shadow-soft"><div class="text-xs uppercase tracking-wide text-slate-500">Average Progress</div><div class="mt-2 text-2xl font-bold text-slate-900">{{ board.average_progress }}%</div></div>
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<div class="rounded-2xl border border-slate-200 bg-white p-4 shadow-soft"><div class="text-xs uppercase tracking-wide text-slate-500">With Blockers</div><div class="mt-2 text-2xl font-bold text-amber-700">{{ board.blocked_engagements }}</div></div>
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<div class="rounded-2xl border border-slate-200 bg-white p-4 shadow-soft"><div class="text-xs uppercase tracking-wide text-slate-500">Overdue</div><div class="mt-2 text-2xl font-bold text-red-700">{{ board.overdue_engagements }}</div></div>
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</div>
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<form method="get" class="rounded-2xl border border-slate-200 bg-white p-4 shadow-soft">
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<div class="grid gap-3 md:grid-cols-[1fr_auto_auto]">
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<input name="q" value="{{ q or '' }}" placeholder="Search client, service, task, message" class="rounded-xl border border-slate-300 px-3 py-2 text-sm">
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<input name="q" value="{{ q or '' }}" placeholder="Search client, engagement, period, stage or blocker" class="rounded-xl border border-slate-300 px-3 py-2 text-sm">
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<select name="status" class="rounded-xl border border-slate-300 px-3 py-2 text-sm">
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<option value="">All columns</option>
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{% for code, label in board.column_options %}<option value="{{ code }}" {% if status == code %}selected{% endif %}>{{ label }}</option>{% endfor %}
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<option value="">All stages</option>
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{% for code, label in board.stage_options %}<option value="{{ code }}" {% if status == code %}selected{% endif %}>{{ label }}</option>{% endfor %}
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</select>
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<button class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Filter</button>
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</div>
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</form>
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<div class="overflow-x-auto pb-2">
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<div class="grid min-w-[1180px] gap-4 lg:grid-cols-6">
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{% for key, column in board.columns.items() %}
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<section class="rounded-2xl border border-slate-200 bg-slate-50 p-3">
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<div class="mb-3 flex items-center justify-between">
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<h3 class="text-sm font-semibold text-slate-800">{{ column["label"] }}</h3>
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<span class="rounded-full bg-white px-2 py-0.5 text-xs font-semibold text-slate-600">{{ column["items"]|length }}</span>
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</div>
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<div class="space-y-3">
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{% for item in column["items"] %}
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{% set task = item.task %}
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{% set client = item.client %}
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{% set catalogue = item.catalogue %}
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<a href="/work/engagements/{{ task.subscription_id }}" class="block rounded-2xl border border-slate-200 bg-white p-4 shadow-sm hover:border-brand-300 hover:shadow-soft">
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<div class="flex items-start justify-between gap-2">
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<div>
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<div class="text-sm font-semibold text-slate-900">{{ client.client_name }}</div>
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<div class="text-xs text-slate-500">{{ catalogue.service_name }}</div>
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</div>
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{% if item.is_overdue %}<span class="rounded-full bg-red-50 px-2 py-1 text-[11px] font-semibold text-red-700">Overdue</span>{% endif %}
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</div>
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<div class="mt-3 text-sm font-medium text-slate-800">{{ task.task_name }}</div>
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<div class="mt-2 flex flex-wrap gap-1 text-[11px] font-semibold">
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<span class="rounded-full bg-slate-100 px-2 py-1 text-slate-600">{{ task.status.replace('_',' ').title() }}</span>
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{% if task.execution_mode == 'consultant' and task.assigned_consultant_id == consultant.id %}<span class="rounded-full bg-indigo-50 px-2 py-1 text-indigo-700">Execution: {{ task.consultant_assignment_status.replace('_',' ').title() }}</span>{% endif %}
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<span class="rounded-full bg-slate-100 px-2 py-1 text-slate-600">{{ task.priority.replace('_',' ').title() }}</span>
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{% if task.internal_target_date %}<span class="rounded-full bg-slate-100 px-2 py-1 text-slate-600">Due {{ task.internal_target_date.strftime('%d-%m-%Y') }}</span>{% endif %}
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</div>
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{% if item.comment %}<div class="mt-3 line-clamp-3 rounded-xl bg-slate-50 p-2 text-xs text-slate-600">{{ item.comment.message }}</div>{% else %}<div class="mt-3 rounded-xl bg-blue-50 p-2 text-xs text-blue-700">Visible through your active client/service link.</div>{% endif %}
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</a>
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{% else %}
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<div class="rounded-xl border border-dashed border-slate-300 bg-white p-4 text-center text-xs text-slate-500">No items</div>
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{% endfor %}
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</div>
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</section>
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{% endfor %}
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<div class="overflow-hidden rounded-2xl border border-slate-200 bg-white shadow-soft">
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<div class="overflow-x-auto">
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<table class="min-w-full divide-y divide-slate-200 text-sm">
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<thead class="bg-slate-50 text-left text-xs uppercase tracking-wide text-slate-500">
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<tr><th class="px-4 py-3">Client / Engagement</th><th class="px-4 py-3">Period</th><th class="min-w-[190px] px-4 py-3">Progress</th><th class="px-4 py-3">Current Stage</th><th class="min-w-[220px] px-4 py-3">Main Blocker</th><th class="px-4 py-3">Pending From</th><th class="px-4 py-3">Due Date</th></tr>
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</thead>
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<tbody class="divide-y divide-slate-100">
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{% for item in board.engagements %}
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<tr class="hover:bg-slate-50">
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<td class="px-4 py-4"><a href="/consultant/engagements/{{ item.subscription.id }}" class="font-semibold text-brand-700 hover:underline">{{ item.client.client_name }}</a><div class="mt-1 text-xs text-slate-500">{{ item.catalogue.service_name }}</div></td>
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<td class="px-4 py-4 text-slate-700">{{ item.subscription.financial_year }}{% if item.subscription.assessment_year %}<div class="text-xs text-slate-500">AY {{ item.subscription.assessment_year }}</div>{% endif %}</td>
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<td class="px-4 py-4"><div class="flex items-center justify-between text-xs font-semibold text-slate-700"><span>{{ item.progress_percentage }}%</span><span>{{ item.completed_tasks }}/{{ item.total_tasks }}</span></div><div class="mt-2 h-2 overflow-hidden rounded-full bg-slate-100"><div class="h-full rounded-full bg-brand-600" style="width: {{ item.progress_percentage }}%"></div></div></td>
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<td class="px-4 py-4"><span class="rounded-full bg-blue-50 px-2 py-1 text-xs font-semibold text-blue-700">{{ item.external_stage }}</span></td>
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<td class="px-4 py-4"><div class="font-medium {% if item.blocker_code != 'none' %}text-amber-800{% else %}text-emerald-700{% endif %}">{{ item.blocker_text }}</div>{% if item.last_update_at %}<div class="mt-1 text-xs text-slate-500">Updated {{ item.last_update_at.strftime('%d-%m-%Y') }}</div>{% endif %}</td>
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<td class="px-4 py-4 text-slate-700">{{ item.pending_from }}</td>
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<td class="px-4 py-4 {% if item.is_overdue %}font-semibold text-red-700{% else %}text-slate-700{% endif %}">{{ item.due_date.strftime('%d-%m-%Y') if item.due_date else '—' }}{% if item.is_overdue %}<div class="text-xs">Overdue</div>{% endif %}</td>
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</tr>
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{% else %}<tr><td colspan="7" class="px-4 py-10 text-center text-slate-500">No consultant-visible engagements found.</td></tr>{% endfor %}
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</tbody>
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</table>
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</div>
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</div>
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<div class="rounded-2xl border border-slate-200 bg-white shadow-soft">
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<div class="flex items-center justify-between border-b border-slate-200 px-4 py-3">
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<div>
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<h3 class="font-semibold text-slate-900">My Service Requests</h3>
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<p class="text-xs text-slate-500">Requests raised by you to the firm.</p>
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</div>
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<a href="/consultant/service-requests" class="text-xs font-semibold text-brand-700 hover:underline">View all</a>
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</div>
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<section class="rounded-2xl border border-slate-200 bg-white shadow-soft">
|
||||
<div class="border-b border-slate-200 px-4 py-3"><h3 class="font-semibold text-slate-900">Tasks Assigned Directly to Me</h3><p class="text-xs text-slate-500">Detailed task execution is available only for tasks specifically assigned to your consultant profile.</p></div>
|
||||
<div class="divide-y divide-slate-100">
|
||||
{% for row in board.service_requests[:8] %}
|
||||
<a href="/consultant/service-requests/{{ row.id }}" class="flex flex-wrap items-center justify-between gap-3 p-4 hover:bg-slate-50">
|
||||
<div>
|
||||
<div class="font-semibold text-slate-900">{{ row.subject }}</div>
|
||||
<div class="text-xs text-slate-500">{{ row.request_no }} • {{ row.requested_service_name }}{% if row.requested_due_date %} • Due {{ row.requested_due_date.strftime('%d-%m-%Y') }}{% endif %}</div>
|
||||
</div>
|
||||
<span class="rounded-full bg-slate-100 px-2 py-1 text-xs font-semibold text-slate-700">{{ row.status.replace('_',' ').title() }}</span>
|
||||
</a>
|
||||
{% else %}
|
||||
<div class="p-6 text-sm text-slate-500">No service requests yet.</div>
|
||||
{% endfor %}
|
||||
{% for item in board.assigned_tasks %}<a href="/consultant/assignments/{{ item.task.id }}" class="flex flex-wrap items-center justify-between gap-3 p-4 hover:bg-slate-50"><div><div class="font-semibold text-slate-900">{{ item.client.client_name }} — {{ item.task.task_name }}</div><div class="text-xs text-slate-500">{{ item.catalogue.service_name }} • {{ item.task.consultant_assignment_status.replace('_',' ').title() }}</div></div><div class="text-right text-xs {% if item.is_overdue %}font-semibold text-red-700{% else %}text-slate-500{% endif %}">{% if item.task.consultant_due_date %}Due {{ item.task.consultant_due_date.strftime('%d-%m-%Y') }}{% else %}No consultant due date{% endif %}</div></a>{% else %}<div class="p-6 text-sm text-slate-500">No task is directly assigned to you.</div>{% endfor %}
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<div class="rounded-2xl border border-slate-200 bg-white shadow-soft">
|
||||
<div class="flex items-center justify-between border-b border-slate-200 px-4 py-3"><div><h3 class="font-semibold text-slate-900">My Service Requests</h3><p class="text-xs text-slate-500">Requests raised by you to the firm.</p></div><a href="/consultant/service-requests" class="text-xs font-semibold text-brand-700 hover:underline">View all</a></div>
|
||||
<div class="divide-y divide-slate-100">{% for row in board.service_requests[:8] %}<a href="/consultant/service-requests/{{ row.id }}" class="flex flex-wrap items-center justify-between gap-3 p-4 hover:bg-slate-50"><div><div class="font-semibold text-slate-900">{{ row.subject }}</div><div class="text-xs text-slate-500">{{ row.request_no }} • {{ row.requested_service_name }}</div></div><span class="rounded-full bg-slate-100 px-2 py-1 text-xs font-semibold text-slate-700">{{ row.status.replace('_',' ').title() }}</span></a>{% else %}<div class="p-6 text-sm text-slate-500">No service requests yet.</div>{% endfor %}</div>
|
||||
</div>
|
||||
</div>
|
||||
{% endblock %}
|
||||
|
||||
Reference in New Issue
Block a user