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Add phase 2 consultant visibility communications and document requests

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A R R R Associates
2026-07-22 23:55:52 +05:30
parent 8f51d16c7d
commit e9db81b32f
8 changed files with 278 additions and 149 deletions
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app/modules/work_detail/templates/work_detail/engagement_detail.html
+15 -1
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@@ -41,6 +41,17 @@
</div>
</div>
{% if access.can_view_document_requests %}
<div class="rounded-3xl 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">Document & Clarification Requests</h3><p class="text-xs text-slate-500">Live requirements for this engagement.</p></div>
<div class="divide-y divide-slate-100">
{% for req in document_requests %}
<div class="p-5"><div class="flex flex-wrap justify-between gap-3"><div><div class="font-semibold text-slate-900">{{ req.title }}</div><div class="text-xs text-slate-500">{{ req.request_type.replace('_',' ').title() }} • From {{ req.requested_from.replace('_',' ').title() }}{% if req.due_date %} • Due {{ req.due_date.strftime('%d-%m-%Y') }}{% endif %}</div>{% if req.description %}<div class="mt-2 text-sm text-slate-600">{{ req.description }}</div>{% endif %}</div><span class="h-fit rounded-full bg-slate-100 px-3 py-1 text-xs font-semibold text-slate-700">{{ req.status.replace('_',' ').title() }}</span></div>
{% if access.can_update_document_requests %}<form method="post" action="/work/document-requests/{{ req.id }}/status" class="mt-3 grid gap-2 md:grid-cols-[auto_1fr_auto]"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><select name="status" class="rounded-xl border border-slate-300 px-3 py-2 text-sm"><option value="pending">Pending</option><option value="received">Received</option><option value="clarification_required">Clarification Required</option><option value="verified">Verified</option><option value="rejected">Rejected</option><option value="closed">Closed</option></select><input name="response_note" value="{{ req.response_note or '' }}" placeholder="Response / verification note" class="rounded-xl border border-slate-300 px-3 py-2 text-sm"><button class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-semibold">Update</button></form>{% endif %}
</div>{% else %}<div class="p-5 text-sm text-slate-500">No pending document or clarification requests.</div>{% endfor %}
</div>
</div>
{% endif %}
<div class="grid gap-6 xl:grid-cols-[minmax(0,1fr)_360px]">
<div class="space-y-4">
<div class="rounded-3xl border border-slate-200 bg-white shadow-soft">
@@ -59,7 +70,7 @@
<span class="rounded-full bg-slate-100 px-2 py-1 text-slate-700">{{ task.status_label }}</span>
<span class="rounded-full bg-slate-100 px-2 py-1 text-slate-700">{{ task.priority_label }}</span>
{% if task.internal_target_date %}<span class="rounded-full {% if task.is_overdue_display %}bg-red-50 text-red-700{% else %}bg-slate-100 text-slate-700{% endif %} px-2 py-1">Target {{ task.internal_target_date.strftime('%d-%m-%Y') }}</span>{% endif %}
{% if task.assigned_to %}<span class="rounded-full bg-slate-100 px-2 py-1 text-slate-700">Assigned: {{ task.assigned_to.full_name or task.assigned_to.email }}</span>{% endif %}
{% if access.can_view_assignee and task.assigned_to %}<span class="rounded-full bg-slate-100 px-2 py-1 text-slate-700">Assigned: {{ task.assigned_to.full_name or task.assigned_to.email }}</span>{% endif %}
</div>
</div>
{% if access.can_update_tasks %}
@@ -90,6 +101,9 @@
<button class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-xs font-semibold text-slate-700 hover:bg-slate-50">Add</button>
</div>
</form>
{% if access.can_create_document_requests %}
<details class="mt-3 rounded-2xl border border-dashed border-slate-300 p-3"><summary class="cursor-pointer text-xs font-semibold text-slate-700">Create document / clarification request</summary><form method="post" action="/work/tasks/{{ task.id }}/document-requests" class="mt-3 grid gap-2"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><div class="grid gap-2 md:grid-cols-3"><input name="title" required placeholder="Requirement title" class="rounded-xl border border-slate-300 px-3 py-2 text-sm"><select name="request_type" class="rounded-xl border border-slate-300 px-3 py-2 text-sm"><option value="document">Document</option><option value="clarification">Clarification</option><option value="approval">Approval</option><option value="information">Information</option></select><select name="requested_from" class="rounded-xl border border-slate-300 px-3 py-2 text-sm"><option value="client_and_consultant">Client and Consultant</option><option value="client">Client</option><option value="consultant">Consultant</option></select></div><div class="grid gap-2 md:grid-cols-[1fr_auto_auto]"><input name="description" placeholder="Description" class="rounded-xl border border-slate-300 px-3 py-2 text-sm"><input type="date" name="due_date" class="rounded-xl border border-slate-300 px-3 py-2 text-sm"><button class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white">Create Request</button></div></form></details>
{% endif %}
{% endif %}
</div>
{% else %}