diff --git a/app/modules/consultants/templates/consultants/portal_dashboard.html b/app/modules/consultants/templates/consultants/portal_dashboard.html index b1533a5..c1d3df2 100644 --- a/app/modules/consultants/templates/consultants/portal_dashboard.html +++ b/app/modules/consultants/templates/consultants/portal_dashboard.html @@ -8,11 +8,12 @@

Consultant Portal

Consultant Workspace

-

Track assigned work, linked clients, documents, clarifications and service requests from one place.

+

A grouped workspace for assignments, client requests, documents, clarifications and consultant reports.

Open Work Board Service Requests + Clarifications
@@ -20,11 +21,9 @@
{% set tabs = [ ('overview','Overview'), - ('assigned-work','Assigned Work'), - ('clients','Clients'), - ('documents','Documents'), - ('clarifications','Clarifications'), - ('requests','Requests'), + ('work-centre','Work Centre'), + ('clients-requests','Clients & Requests'), + ('documents-clarifications','Documents & Clarifications'), ('reports','Reports') ] %}
@@ -35,7 +34,17 @@
- {% include "modules/consultants/templates/consultants/portal_partials/overview.html" %} + {% if active_tab == 'work-centre' %} + {% include "modules/consultants/templates/consultants/portal_partials/work_centre.html" %} + {% elif active_tab == 'clients-requests' %} + {% include "modules/consultants/templates/consultants/portal_partials/clients_requests.html" %} + {% elif active_tab == 'documents-clarifications' %} + {% include "modules/consultants/templates/consultants/portal_partials/documents_clarifications.html" %} + {% elif active_tab == 'reports' %} + {% include "modules/consultants/templates/consultants/portal_partials/reports.html" %} + {% else %} + {% include "modules/consultants/templates/consultants/portal_partials/overview.html" %} + {% endif %}
diff --git a/app/modules/consultants/templates/consultants/portal_partials/clients_requests.html b/app/modules/consultants/templates/consultants/portal_partials/clients_requests.html new file mode 100644 index 0000000..8ac1462 --- /dev/null +++ b/app/modules/consultants/templates/consultants/portal_partials/clients_requests.html @@ -0,0 +1,19 @@ +
+
+ +
Managed Clients
+

Open consultant-managed clients and prospects.

+
+ +
Service Requests
+

Track requests raised to the firm.

+
+ +
New Request
+

Create a new client/service request where permitted.

+
+
+ + {% include "modules/consultants/templates/consultants/portal_partials/clients.html" %} + {% include "modules/consultants/templates/consultants/portal_partials/service_requests.html" %} +
diff --git a/app/modules/consultants/templates/consultants/portal_partials/documents_clarifications.html b/app/modules/consultants/templates/consultants/portal_partials/documents_clarifications.html new file mode 100644 index 0000000..7a6cfd5 --- /dev/null +++ b/app/modules/consultants/templates/consultants/portal_partials/documents_clarifications.html @@ -0,0 +1,19 @@ +
+
+ +
Document Centre
+

Open engagement and permanent documents shared with consultant.

+
+ +
Clarifications
+

Read firm queries and consultant replies.

+
+ +
Communication Alerts
+

View recent alerts linked to documents and communications.

+
+
+ + {% include "modules/consultants/templates/consultants/portal_partials/documents.html" %} + {% include "modules/consultants/templates/consultants/portal_partials/clarifications.html" %} +
diff --git a/app/modules/consultants/templates/consultants/portal_partials/work_centre.html b/app/modules/consultants/templates/consultants/portal_partials/work_centre.html new file mode 100644 index 0000000..6dfc6b1 --- /dev/null +++ b/app/modules/consultants/templates/consultants/portal_partials/work_centre.html @@ -0,0 +1,18 @@ +
+
+ +
Assigned Work Board
+

Open consultant-visible task columns and assignment details.

+
+ +
Workspace Usage
+

View consultant workspace, usage alerts and plan limits.

+
+ +
Alerts
+

Check task and communication alerts shared by the firm.

+
+
+ + {% include "modules/consultants/templates/consultants/portal_partials/assigned_work.html" %} +
diff --git a/app/modules/consultants/ui.py b/app/modules/consultants/ui.py index 0ef8f3e..7bb09a5 100644 --- a/app/modules/consultants/ui.py +++ b/app/modules/consultants/ui.py @@ -1401,6 +1401,7 @@ def _build_consultant_portal_payload(db, consultant) -> dict: return payload + @portal_router.get("/dashboard") def consultant_dashboard(request: Request, tab: str = "overview"): db = CommonSessionLocal()