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Upgrade client dashboard to v2 grouped ajax portal

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A R R R Associates
2026-07-06 11:20:37 +05:30
parent 770ba9af07
commit dcb352d6c3
6 changed files with 68 additions and 23 deletions
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app/modules/clients/ui.py
+4 -2
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@@ -916,15 +916,17 @@ def _active_financial_year(request: Request) -> str | None:
CLIENT_PORTAL_TABS = {
"overview": "modules/clients/templates/clients/portal_partials/overview.html",
"action-centre": "modules/clients/templates/clients/portal_partials/action_centre.html",
"services-documents": "modules/clients/templates/clients/portal_partials/services_documents.html",
"billing-messages": "modules/clients/templates/clients/portal_partials/billing_messages.html",
"reports": "modules/clients/templates/clients/portal_partials/reports.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)