Add grouped employee engagement workflow workspace phase 2
This commit is contained in:
A R R R Associates
@@ -2,6 +2,7 @@
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{% block content %}
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<div class="space-y-6">
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{% include "modules/employees/templates/employees/_my_workspace_tabs.html" %}
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<div class="flex flex-wrap items-start justify-between gap-3">
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<div>
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<h2 class="text-xl font-semibold text-slate-900">{{ board.label }}</h2>
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@@ -12,106 +13,188 @@
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</div>
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<div class="flex flex-wrap gap-2">
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<a href="/employee/work" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Close Workspace</a>
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<a href="/documents/engagements/{{ board.engagement_id }}" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Full Documents</a>
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<a href="/documents/engagements/{{ board.engagement_id }}" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Engagement Documents</a>
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</div>
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</div>
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<div class="grid gap-4 md:grid-cols-6">
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<div class="rounded-2xl border border-slate-200 bg-white p-4 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Total Tasks</div><div class="mt-1 text-2xl font-semibold">{{ board.summary.total }}</div></div>
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<div class="rounded-2xl border border-slate-200 bg-white p-4 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Open</div><div class="mt-1 text-2xl font-semibold">{{ board.summary.open }}</div></div>
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<div class="rounded-2xl border border-slate-200 bg-white p-4 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">In Progress</div><div class="mt-1 text-2xl font-semibold">{{ board.summary.in_progress }}</div></div>
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{% if request.query_params.get('saved') %}
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<div class="rounded-xl border border-emerald-200 bg-emerald-50 px-4 py-3 text-sm text-emerald-800">Task response saved successfully.</div>
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{% endif %}
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{% if request.query_params.get('workflow_error') %}
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<div class="rounded-xl border border-red-200 bg-red-50 px-4 py-3 text-sm text-red-800">The task could not be saved. Complete the required response, remarks and evidence, and confirm that the task is not locked.</div>
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{% endif %}
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<div class="grid gap-4 md:grid-cols-5">
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<div class="rounded-2xl border border-slate-200 bg-white p-4 shadow-soft">
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<div class="text-xs font-semibold uppercase text-slate-500">Overall Progress</div>
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<div class="mt-1 text-2xl font-semibold text-slate-900">{{ board.progress_percent }}%</div>
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<div class="mt-3 h-2 overflow-hidden rounded-full bg-slate-100"><div class="h-full rounded-full bg-brand-600" style="width: {{ board.progress_percent }}%"></div></div>
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</div>
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<div class="rounded-2xl border border-slate-200 bg-white p-4 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Total</div><div class="mt-1 text-2xl font-semibold">{{ board.summary.total }}</div></div>
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<div class="rounded-2xl border border-blue-200 bg-blue-50 p-4 shadow-soft"><div class="text-xs font-semibold uppercase text-blue-600">In Progress</div><div class="mt-1 text-2xl font-semibold text-blue-700">{{ board.summary.in_progress }}</div></div>
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<div class="rounded-2xl border border-rose-200 bg-rose-50 p-4 shadow-soft"><div class="text-xs font-semibold uppercase text-rose-600">Blocked</div><div class="mt-1 text-2xl font-semibold text-rose-700">{{ board.summary.blocked }}</div></div>
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<div class="rounded-2xl border border-red-200 bg-red-50 p-4 shadow-soft"><div class="text-xs font-semibold uppercase text-red-600">Overdue</div><div class="mt-1 text-2xl font-semibold text-red-700">{{ board.summary.overdue }}</div></div>
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<div class="rounded-2xl border border-emerald-200 bg-emerald-50 p-4 shadow-soft"><div class="text-xs font-semibold uppercase text-emerald-600">Completed</div><div class="mt-1 text-2xl font-semibold text-emerald-700">{{ board.summary.completed }}</div></div>
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</div>
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<div class="grid gap-6 xl:grid-cols-[minmax(0,1fr)_360px]">
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<div class="grid gap-4 lg:grid-cols-2 2xl:grid-cols-4">
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{% for column in board.columns %}
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<section class="rounded-2xl border border-slate-200 bg-slate-50 p-3 shadow-soft">
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<div class="mb-3 flex items-center justify-between px-1">
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<h3 class="text-sm font-semibold text-slate-900">{{ column.label }}</h3>
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<span class="rounded-full bg-white px-2.5 py-1 text-xs font-semibold text-slate-600">{{ column.tasks|length }}</span>
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<div class="grid gap-6 xl:grid-cols-[360px_minmax(0,1fr)]">
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<aside class="space-y-4">
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<div class="rounded-2xl border border-slate-200 bg-white p-4 shadow-soft">
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<div class="mb-4">
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<h3 class="font-semibold text-slate-900">Workflow Groups</h3>
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<p class="mt-1 text-sm text-slate-500">Tasks assigned to you, grouped by task category.</p>
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</div>
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<div class="space-y-3">
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{% for task in column.tasks %}
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<article class="rounded-2xl border border-slate-200 bg-white p-4 shadow-sm {% if task.is_overdue %}border-red-200 bg-red-50{% elif task.is_due_today %}border-amber-200 bg-amber-50{% endif %}">
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{% for category in board.categories %}
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<div class="rounded-xl border {% if category.name == board.active_category %}border-brand-300 bg-brand-50{% else %}border-slate-200 bg-white{% endif %} p-3">
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<div class="flex items-start justify-between gap-3">
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<div>
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<h4 class="text-sm font-semibold text-slate-900">{{ task.task_name }}</h4>
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{% if task.description %}<p class="mt-1 line-clamp-3 text-xs text-slate-500">{{ task.description }}</p>{% endif %}
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<div class="text-sm font-semibold text-slate-900">{{ category.name }}</div>
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<div class="mt-1 text-xs text-slate-500">{{ category.completed }} of {{ category.total }} completed</div>
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</div>
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<span class="rounded-full bg-white px-2 py-1 text-[11px] font-semibold text-slate-600">#{{ task.sequence_no }}</span>
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<span class="rounded-full px-2 py-1 text-[11px] font-semibold {% if category.status == 'completed' %}bg-emerald-100 text-emerald-700{% elif category.status == 'blocked' %}bg-rose-100 text-rose-700{% elif category.status == 'in_progress' %}bg-blue-100 text-blue-700{% else %}bg-slate-100 text-slate-600{% endif %}">{{ category.status.replace('_', ' ').title() }}</span>
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</div>
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<div class="mt-3 flex flex-wrap gap-2 text-[11px] font-semibold">
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<span class="rounded-full bg-slate-100 px-2 py-1 text-slate-700">{{ task.priority_label }}</span>
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<span class="rounded-full bg-slate-100 px-2 py-1 text-slate-700">{{ task.date_bucket }}</span>
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<span class="rounded-full bg-slate-100 px-2 py-1 text-slate-700">Target {{ task.internal_target_date or '-' }}</span>
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<div class="mt-3 h-1.5 overflow-hidden rounded-full bg-slate-100"><div class="h-full rounded-full bg-brand-600" style="width: {{ category.progress_percent }}%"></div></div>
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<div class="mt-3 space-y-1.5">
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{% for task in category.tasks %}
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<a href="/employee/work/engagements/{{ board.engagement_id }}?task_id={{ task.id }}" class="flex items-center justify-between gap-2 rounded-lg px-2 py-2 text-xs {% if board.active_task and task.id == board.active_task.id %}bg-white font-semibold text-brand-700 shadow-sm{% else %}text-slate-600 hover:bg-slate-50{% endif %}">
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<span class="min-w-0 truncate">#{{ task.sequence_no }} {{ task.task_name }}</span>
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<span class="shrink-0 rounded-full px-1.5 py-0.5 {% if task.status == 'completed' %}bg-emerald-100 text-emerald-700{% elif task.status == 'blocked' %}bg-rose-100 text-rose-700{% elif task.status == 'in_progress' %}bg-blue-100 text-blue-700{% else %}bg-slate-100 text-slate-500{% endif %}">{{ (task.status or 'pending').replace('_',' ').title() }}</span>
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</a>
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{% endfor %}
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</div>
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{% if task.latest_comment %}<p class="mt-3 truncate text-xs text-slate-500">Latest: {{ task.latest_comment.message }}</p>{% endif %}
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<form method="post" action="/employee/work/tasks/{{ task.id }}/status" class="mt-4 space-y-2">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<input type="hidden" name="return_url" value="/employee/work/engagements/{{ board.engagement_id }}">
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<select name="status" class="w-full rounded-lg border border-slate-300 px-2 py-1.5 text-xs">
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</div>
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{% endfor %}
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</div>
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</div>
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</aside>
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<main class="space-y-4">
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{% set task = board.active_task %}
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{% if task %}
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<section class="rounded-2xl border border-slate-200 bg-white p-5 shadow-soft">
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<div class="flex flex-wrap items-start justify-between gap-4">
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<div>
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<div class="text-xs font-semibold uppercase tracking-wide text-brand-700">{{ board.active_category }}</div>
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<h3 class="mt-1 text-lg font-semibold text-slate-900">{{ task.task_name }}</h3>
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{% if task.description %}<p class="mt-2 whitespace-pre-line text-sm leading-6 text-slate-600">{{ task.description }}</p>{% endif %}
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</div>
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<div class="flex flex-wrap gap-2 text-xs font-semibold">
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<span class="rounded-full bg-slate-100 px-3 py-1 text-slate-700">Task #{{ task.sequence_no }}</span>
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{% if task.response_required %}<span class="rounded-full bg-indigo-100 px-3 py-1 text-indigo-700">Response Required</span>{% endif %}
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{% if task.evidence_required or task.aqmm_evidence_required %}<span class="rounded-full bg-amber-100 px-3 py-1 text-amber-700">Evidence Required</span>{% endif %}
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{% if task.is_locked or (task.subscription and task.subscription.is_locked) %}<span class="rounded-full bg-slate-200 px-3 py-1 text-slate-700">Locked</span>{% endif %}
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</div>
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</div>
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<form method="post" action="/employee/work/engagements/{{ board.engagement_id }}/tasks/{{ task.id }}/save" class="mt-6 space-y-5">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<div class="grid gap-4 md:grid-cols-2">
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Task Status</label>
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<select name="status" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm" {% if task.is_locked or (task.subscription and task.subscription.is_locked) %}disabled{% endif %}>
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<option value="pending" {% if task.status == 'pending' %}selected{% endif %}>Pending</option>
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<option value="in_progress" {% if task.status == 'in_progress' %}selected{% endif %}>In Progress</option>
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<option value="blocked" {% if task.status == 'blocked' %}selected{% endif %}>Blocked</option>
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<option value="completed" {% if task.status == 'completed' %}selected{% endif %}>Completed</option>
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</select>
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<input type="text" name="remarks" value="" placeholder="Remark / reason" class="w-full rounded-lg border border-slate-300 px-2 py-1.5 text-xs">
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<div class="flex gap-2">
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<button type="submit" class="flex-1 rounded-lg bg-brand-600 px-2.5 py-1.5 text-xs font-semibold text-white hover:bg-brand-700">Save</button>
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<a href="/employee/work/tasks/{{ task.id }}/communication" class="rounded-lg border border-slate-300 px-2.5 py-1.5 text-xs font-semibold text-slate-700 hover:bg-slate-50">Timeline{% if task.comment_count %} · {{ task.comment_count }}{% endif %}</a>
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</div>
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</form>
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</article>
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{% else %}
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<div class="rounded-2xl border border-dashed border-slate-300 bg-white p-6 text-center text-sm text-slate-500">No tasks.</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>
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</div>
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Work Remark / Block Reason</label>
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<input type="text" name="remarks" value="{{ task.remarks or '' }}" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm" placeholder="Work performed, pending document or hold reason" {% if task.is_locked or (task.subscription and task.subscription.is_locked) %}disabled{% endif %}>
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</div>
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</div>
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<aside class="space-y-4">
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<div class="rounded-2xl border border-slate-200 bg-white p-5 shadow-soft">
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{% set response_type = task.response_type or 'NONE' %}
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{% if response_type != 'NONE' or task.response_required %}
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<div class="rounded-2xl border border-indigo-200 bg-indigo-50 p-4">
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<div class="mb-4">
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<h4 class="font-semibold text-indigo-950">Checklist Response</h4>
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<p class="mt-1 text-xs text-indigo-700">Save a draft at any stage. Required controls are enforced when the task is marked Completed.</p>
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</div>
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{% if response_type in ['YES_NO_NA', 'YES_NO'] %}
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Response{% if task.response_required %} *{% endif %}</label>
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<select name="checklist_response" class="w-full rounded-xl border border-indigo-200 bg-white px-4 py-2 text-sm" {% if task.is_locked or (task.subscription and task.subscription.is_locked) %}disabled{% endif %}>
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<option value="">Select response</option>
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<option value="YES" {% if task.checklist_response == 'YES' %}selected{% endif %}>Yes</option>
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<option value="NO" {% if task.checklist_response == 'NO' %}selected{% endif %}>No</option>
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{% if response_type == 'YES_NO_NA' %}<option value="NA" {% if task.checklist_response == 'NA' %}selected{% endif %}>Not Applicable</option>{% endif %}
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</select>
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</div>
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{% elif response_type == 'TEXT' %}
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Text Response{% if task.response_required %} *{% endif %}</label>
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<textarea name="checklist_text_response" rows="4" class="w-full rounded-xl border border-indigo-200 bg-white px-4 py-2 text-sm" {% if task.is_locked or (task.subscription and task.subscription.is_locked) %}disabled{% endif %}>{{ task.checklist_text_response or '' }}</textarea>
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</div>
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{% elif response_type == 'NUMBER' %}
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Number Response{% if task.response_required %} *{% endif %}</label>
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<input type="number" step="any" name="checklist_number_response" value="{{ task.checklist_number_response if task.checklist_number_response is not none else '' }}" class="w-full rounded-xl border border-indigo-200 bg-white px-4 py-2 text-sm" {% if task.is_locked or (task.subscription and task.subscription.is_locked) %}disabled{% endif %}>
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</div>
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{% elif response_type == 'DATE' %}
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Date Response{% if task.response_required %} *{% endif %}</label>
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<input type="date" name="checklist_date_response" value="{{ task.checklist_date_response or '' }}" class="w-full rounded-xl border border-indigo-200 bg-white px-4 py-2 text-sm" {% if task.is_locked or (task.subscription and task.subscription.is_locked) %}disabled{% endif %}>
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</div>
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{% endif %}
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<div class="mt-4">
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<label class="mb-2 block text-sm font-medium text-slate-700">Checklist Remarks{% if task.remarks_required_if_no %} · mandatory for No{% endif %}</label>
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<textarea name="checklist_remarks" rows="4" class="w-full rounded-xl border border-indigo-200 bg-white px-4 py-2 text-sm" placeholder="Document conclusion, exception, NA rationale or follow-up" {% if task.is_locked or (task.subscription and task.subscription.is_locked) %}disabled{% endif %}>{{ task.checklist_remarks or '' }}</textarea>
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</div>
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</div>
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{% else %}
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<input type="hidden" name="checklist_response" value="">
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<input type="hidden" name="checklist_text_response" value="">
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<input type="hidden" name="checklist_number_response" value="">
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<input type="hidden" name="checklist_date_response" value="">
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<input type="hidden" name="checklist_remarks" value="">
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{% endif %}
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<div class="rounded-2xl border border-slate-200 bg-slate-50 p-4">
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<div class="flex flex-wrap items-center justify-between gap-3">
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<div>
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<h4 class="font-semibold text-slate-900">Evidence and Communication</h4>
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<p class="mt-1 text-sm text-slate-500">Use the existing document and timeline controls. Uploaded task documents remain linked to this task and engagement.</p>
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</div>
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<div class="flex flex-wrap gap-2">
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<a href="/documents/tasks/{{ task.id }}" class="rounded-xl border border-indigo-300 bg-white px-4 py-2 text-sm font-semibold text-indigo-700 hover:bg-indigo-50">Open Evidence</a>
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<a href="/employee/work/tasks/{{ task.id }}/communication" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Communication Timeline{% if task.comment_count %} · {{ task.comment_count }}{% endif %}</a>
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</div>
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</div>
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</div>
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<div class="flex flex-wrap items-center justify-between gap-3 border-t border-slate-200 pt-5">
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<a href="/employee/work" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Close Workspace</a>
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<div class="flex flex-wrap gap-2">
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<button type="submit" name="workflow_action" value="save" class="rounded-xl border border-brand-300 bg-white px-4 py-2 text-sm font-semibold text-brand-700 hover:bg-brand-50" {% if task.is_locked or (task.subscription and task.subscription.is_locked) %}disabled{% endif %}>Save</button>
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<button type="submit" name="workflow_action" value="save_next" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700 disabled:cursor-not-allowed disabled:opacity-50" {% if task.is_locked or (task.subscription and task.subscription.is_locked) %}disabled{% endif %}>Save & Next</button>
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</div>
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</div>
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</form>
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</section>
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{% else %}
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<div class="rounded-2xl border border-dashed border-slate-300 bg-white p-10 text-center text-sm text-slate-500">No assigned workflow task is available.</div>
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{% endif %}
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<section class="rounded-2xl border border-slate-200 bg-white p-5 shadow-soft">
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<div class="flex items-center justify-between gap-3">
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<div>
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<h3 class="font-semibold text-slate-900">Engagement Documents</h3>
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<p class="mt-1 text-sm text-slate-500">Quick access while performing tasks.</p>
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<h3 class="font-semibold text-slate-900">Engagement Summary</h3>
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<p class="mt-1 text-sm text-slate-500">Existing engagement details and document controls remain unchanged.</p>
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</div>
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<a href="/documents/engagements/{{ board.engagement_id }}" class="text-sm font-semibold text-brand-700 hover:text-brand-800">Open</a>
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<a href="/documents/engagements/{{ board.engagement_id }}" class="text-sm font-semibold text-brand-700 hover:text-brand-800">Open Documents</a>
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</div>
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<div class="mt-4 divide-y divide-slate-100">
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{% for doc in board.documents %}
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<div class="py-3">
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<div class="flex items-start justify-between gap-3">
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<div>
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<div class="text-sm font-semibold text-slate-900">{{ doc.title }}</div>
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<div class="mt-1 text-xs text-slate-500">{{ doc.document_type }} · v{{ doc.current_version_no }} · {{ doc.status }}</div>
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</div>
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{% if doc.current_version_no and doc.versions %}
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||||
<a href="/documents/{{ doc.id }}/download" class="rounded-lg border border-slate-300 px-2.5 py-1 text-xs font-semibold text-slate-700 hover:bg-slate-50">Download</a>
|
||||
{% endif %}
|
||||
</div>
|
||||
{% if doc.description %}<p class="mt-2 text-xs text-slate-500">{{ doc.description }}</p>{% endif %}
|
||||
</div>
|
||||
{% else %}
|
||||
<div class="rounded-xl border border-dashed border-slate-300 p-5 text-center text-sm text-slate-500">No engagement document uploaded yet.</div>
|
||||
{% endfor %}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="rounded-2xl border border-slate-200 bg-white p-5 shadow-soft">
|
||||
<h3 class="font-semibold text-slate-900">Engagement Summary</h3>
|
||||
<dl class="mt-4 space-y-3 text-sm">
|
||||
<div class="flex justify-between gap-4"><dt class="text-slate-500">Status</dt><dd class="font-medium text-slate-900">{{ board.subscription.status if board.subscription else '-' }}</dd></div>
|
||||
<div class="flex justify-between gap-4"><dt class="text-slate-500">FY</dt><dd class="font-medium text-slate-900">{{ board.subscription.financial_year if board.subscription else '-' }}</dd></div>
|
||||
<div class="flex justify-between gap-4"><dt class="text-slate-500">Due Date</dt><dd class="font-medium text-slate-900">{{ board.subscription.current_due_date if board.subscription else '-' }}</dd></div>
|
||||
<div class="flex justify-between gap-4"><dt class="text-slate-500">Review Partner</dt><dd class="font-medium text-slate-900">{{ board.subscription.review_partner.full_name if board.subscription and board.subscription.review_partner else '-' }}</dd></div>
|
||||
<dl class="mt-4 grid gap-3 text-sm sm:grid-cols-2 lg:grid-cols-4">
|
||||
<div class="rounded-xl bg-slate-50 p-3"><dt class="text-slate-500">Engagement Status</dt><dd class="mt-1 font-medium text-slate-900">{{ board.subscription.status if board.subscription else '-' }}</dd></div>
|
||||
<div class="rounded-xl bg-slate-50 p-3"><dt class="text-slate-500">Financial Year</dt><dd class="mt-1 font-medium text-slate-900">{{ board.subscription.financial_year if board.subscription else '-' }}</dd></div>
|
||||
<div class="rounded-xl bg-slate-50 p-3"><dt class="text-slate-500">Due Date</dt><dd class="mt-1 font-medium text-slate-900">{{ board.subscription.current_due_date if board.subscription else '-' }}</dd></div>
|
||||
<div class="rounded-xl bg-slate-50 p-3"><dt class="text-slate-500">Review Partner</dt><dd class="mt-1 font-medium text-slate-900">{{ board.subscription.review_partner.full_name if board.subscription and board.subscription.review_partner else '-' }}</dd></div>
|
||||
</dl>
|
||||
</div>
|
||||
</aside>
|
||||
</section>
|
||||
</main>
|
||||
</div>
|
||||
</div>
|
||||
{% endblock %}
|
||||
|
||||
Reference in New Issue
Block a user