Add manager dashboard and wizards v1

app/modules/manager_dashboard/__init__.py

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+"""Manager Dashboard V1 module."""

app/modules/manager_dashboard/service.py

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+from __future__ import annotations
+
+from datetime import date, timedelta
+from typing import Any
+
+from sqlalchemy import func, or_, select
+from sqlalchemy.orm import Session, selectinload
+
+from app.modules.clients.models import Client
+from app.modules.core.iam.models import User
+from app.modules.core.rbac.models import Role, UserRole
+from app.modules.employees.service import build_employee_scope, list_employee_work_assignable_users
+from app.modules.services.execution import CLOSED_TASK_STATUSES
+from app.modules.services.models import ClientServiceSubscription, ClientServiceTaskInstance, ServiceCatalogue, ServiceTaskComment
+
+MANAGER_ROLES = {"Manager", "Branch Manager", "System Admin", "Firm Admin", "Partner"}
+MANAGER_PERMISSIONS = {"employees.work.manage", "services.tasks.review", "services.tasks.assign"}
+REVIEW_STATUSES = {"completed", "ready_review", "review_pending", "pending_review", "manager_review"}
+CLIENT_PENDING_STATUSES = {"blocked", "client_pending", "waiting_client", "documents_pending"}
+
+
+def _count(db: Session, stmt) -> int:
+    return int(db.execute(stmt).scalar() or 0)
+
+
+def get_user_role_names(db: Session, user_id: int) -> list[str]:
+    return list(
+        db.execute(
+            select(Role.name)
+            .join(UserRole, UserRole.role_id == Role.id)
+            .where(UserRole.user_id == int(user_id), Role.is_active.is_(True))
+            .order_by(Role.name.asc())
+        ).scalars().all()
+    )
+
+
+def get_user_permission_names(db: Session, user_id: int) -> set[str]:
+    # Lightweight best-effort permission lookup through the active roles already used by the ERP RBAC tables.
+    rows = db.execute(
+        select(Role.permissions)
+        .join(UserRole, UserRole.role_id == Role.id)
+        .where(UserRole.user_id == int(user_id), Role.is_active.is_(True))
+    ).scalars().all()
+    permissions: set[str] = set()
+    for value in rows:
+        if isinstance(value, (list, tuple, set)):
+            permissions.update(str(v) for v in value if v)
+        elif isinstance(value, str):
+            # Supports both comma separated and JSON-like textual storage without being destructive.
+            cleaned = value.replace("[", "").replace("]", "").replace('"', "").replace("'", "")
+            permissions.update(v.strip() for v in cleaned.split(",") if v.strip())
+    return permissions
+
+
+def can_access_manager_dashboard(db: Session, current_user) -> bool:
+    roles = set(get_user_role_names(db, current_user.id))
+    if roles.intersection(MANAGER_ROLES):
+        return True
+    return bool(get_user_permission_names(db, current_user.id).intersection(MANAGER_PERMISSIONS))
+
+
+def _active_financial_year(request) -> str | None:
+    value = request.session.get("active_financial_year") or getattr(request.state, "year_code", None)
+    value = (value or "").strip()
+    return value or None
+
+
+def _scope(db: Session, request, current_user):
+    return build_employee_scope(
+        db,
+        current_user,
+        tenant_id=request.session.get("active_tenant_id") or getattr(current_user, "tenant_id", None),
+        branch_id=request.session.get("active_branch_id"),
+    )
+
+
+def _task_scope(stmt, scope, fy: str | None = None):
+    stmt = stmt.where(
+        ClientServiceTaskInstance.tenant_id == scope.tenant_id,
+        ClientServiceTaskInstance.is_active.is_(True),
+    )
+    if getattr(scope, "branch_id", None) is not None:
+        stmt = stmt.where(ClientServiceTaskInstance.branch_id == scope.branch_id)
+    if fy:
+        stmt = stmt.where(ClientServiceTaskInstance.financial_year == fy)
+    return stmt
+
+
+def _client_scope(stmt, scope):
+    stmt = stmt.where(Client.tenant_id == scope.tenant_id, Client.is_active.is_(True))
+    if getattr(scope, "branch_id", None) is not None:
+        stmt = stmt.where(Client.branch_id == scope.branch_id)
+    return stmt
+
+
+def _is_open(status: str | None) -> bool:
+    return (status or "pending").strip().lower() not in CLOSED_TASK_STATUSES
+
+
+def _status_label(status: str | None) -> str:
+    return (status or "pending").replace("_", " ").replace("-", " ").title()
+
+
+def _task_href(task: ClientServiceTaskInstance) -> str:
+    task_id = getattr(task, "id", None)
+    if task_id:
+        return f"/employees/work/tasks/{task_id}/communication"
+    return "/manager/work"
+
+
+def _task_row(task: ClientServiceTaskInstance) -> dict[str, Any]:
+    today = date.today()
+    client = getattr(task, "client", None)
+    catalogue = getattr(task, "catalogue", None)
+    subscription = getattr(task, "subscription", None)
+    assignee = getattr(task, "assigned_to", None)
+    status = (getattr(task, "status", None) or "pending").strip().lower()
+    due_date = getattr(task, "internal_target_date", None)
+    service_name = getattr(catalogue, "service_name", None) or getattr(catalogue, "name", None)
+    if not service_name and subscription is not None:
+        sub_catalogue = getattr(subscription, "catalogue", None)
+        service_name = getattr(sub_catalogue, "service_name", None) or getattr(sub_catalogue, "name", None)
+    return {
+        "id": getattr(task, "id", None),
+        "subscription_id": getattr(task, "subscription_id", None),
+        "client_name": getattr(client, "client_name", None) or "Unlinked Client",
+        "client_code": getattr(client, "client_code", None) or "",
+        "service_name": service_name or "Service",
+        "task_name": getattr(task, "task_name", None) or "Task",
+        "period": getattr(task, "financial_year", None) or "-",
+        "due_date": due_date,
+        "status": status,
+        "status_label": _status_label(status),
+        "priority": getattr(task, "priority", None) or "normal",
+        "assigned_to": getattr(assignee, "full_name", None) or getattr(assignee, "email", None) or "Unassigned",
+        "comment_count": len([c for c in getattr(task, "comments", []) if not getattr(c, "is_deleted", False)]),
+        "is_overdue": bool(due_date and due_date < today and _is_open(status)),
+        "is_due_today": bool(due_date and due_date == today and _is_open(status)),
+        "href": _task_href(task),
+    }
+
+
+def _load_tasks(db: Session, scope, fy: str | None) -> list[ClientServiceTaskInstance]:
+    stmt = (
+        select(ClientServiceTaskInstance)
+        .options(
+            selectinload(ClientServiceTaskInstance.client),
+            selectinload(ClientServiceTaskInstance.catalogue),
+            selectinload(ClientServiceTaskInstance.assigned_to),
+            selectinload(ClientServiceTaskInstance.comments).selectinload(ServiceTaskComment.created_by),
+            selectinload(ClientServiceTaskInstance.subscription).selectinload(ClientServiceSubscription.catalogue),
+        )
+    )
+    stmt = _task_scope(stmt, scope, fy)
+    stmt = stmt.order_by(
+        ClientServiceTaskInstance.internal_target_date.is_(None),
+        ClientServiceTaskInstance.internal_target_date.asc(),
+        ClientServiceTaskInstance.priority.desc(),
+        ClientServiceTaskInstance.id.desc(),
+    ).limit(350)
+    return list(db.execute(stmt).scalars().all())
+
+
+def _staff_rows(db: Session, scope, task_rows: list[dict[str, Any]]) -> list[dict[str, Any]]:
+    try:
+        users = list_employee_work_assignable_users(db, scope)
+    except Exception:
+        stmt = select(User).where(User.tenant_id == scope.tenant_id, User.is_active.is_(True))
+        if getattr(scope, "branch_id", None) is not None:
+            stmt = stmt.where(User.branch_id == scope.branch_id)
+        users = list(db.execute(stmt.order_by(User.full_name.asc(), User.email.asc()).limit(100)).scalars().all())
+
+    stats_by_name: dict[str, dict[str, int]] = {}
+    for row in task_rows:
+        name = row.get("assigned_to") or "Unassigned"
+        bucket = stats_by_name.setdefault(name, {"active": 0, "overdue": 0, "review": 0, "client_pending": 0, "due_today": 0})
+        if _is_open(row.get("status")):
+            bucket["active"] += 1
+        if row.get("is_overdue"):
+            bucket["overdue"] += 1
+        if row.get("is_due_today"):
+            bucket["due_today"] += 1
+        if row.get("status") in REVIEW_STATUSES:
+            bucket["review"] += 1
+        if row.get("status") in CLIENT_PENDING_STATUSES:
+            bucket["client_pending"] += 1
+
+    rows: list[dict[str, Any]] = []
+    seen = set()
+    for user in users:
+        name = getattr(user, "full_name", None) or getattr(user, "email", None) or "User"
+        seen.add(name)
+        stats = stats_by_name.get(name, {"active": 0, "overdue": 0, "review": 0, "client_pending": 0, "due_today": 0})
+        total = stats["active"] + stats["review"]
+        rows.append({
+            "name": name,
+            "email": getattr(user, "email", None) or "",
+            "designation": getattr(user, "designation", None) or "",
+            **stats,
+            "load_status": "Heavy" if total >= 40 else ("Balanced" if total >= 10 else "Light"),
+        })
+    if "Unassigned" in stats_by_name and "Unassigned" not in seen:
+        stats = stats_by_name["Unassigned"]
+        rows.append({"name": "Unassigned", "email": "", "designation": "Allocation pending", **stats, "load_status": "Needs allocation"})
+    rows.sort(key=lambda r: (r["active"] + r["review"], r["overdue"], r["due_today"]), reverse=True)
+    return rows[:30]
+
+
+def _client_rows(db: Session, scope, task_rows: list[dict[str, Any]]) -> list[dict[str, Any]]:
+    clients = db.execute(_client_scope(select(Client), scope).order_by(Client.client_name.asc()).limit(100)).scalars().all()
+    by_client: dict[str, dict[str, int]] = {}
+    for row in task_rows:
+        key = row["client_name"]
+        bucket = by_client.setdefault(key, {"open": 0, "overdue": 0, "client_pending": 0, "review": 0})
+        if _is_open(row.get("status")):
+            bucket["open"] += 1
+        if row.get("is_overdue"):
+            bucket["overdue"] += 1
+        if row.get("status") in CLIENT_PENDING_STATUSES:
+            bucket["client_pending"] += 1
+        if row.get("status") in REVIEW_STATUSES:
+            bucket["review"] += 1
+    out: list[dict[str, Any]] = []
+    for client in clients:
+        name = getattr(client, "client_name", None) or "Client"
+        stats = by_client.get(name, {"open": 0, "overdue": 0, "client_pending": 0, "review": 0})
+        out.append({
+            "id": getattr(client, "id", None),
+            "client_name": name,
+            "client_code": getattr(client, "client_code", None) or "",
+            "pan": getattr(client, "pan", None) or "",
+            "gstin": getattr(client, "gstin", None) or "",
+            **stats,
+            "href": f"/clients/{getattr(client, 'id', '')}/edit" if getattr(client, "id", None) else "/clients",
+        })
+    return out[:50]
+
+
+def _report_cards() -> list[dict[str, str]]:
+    return [
+        {"group": "Execution", "title": "Team Work Status", "desc": "Open, overdue, in-progress and blocked assignments for the active branch/team.", "href": "/manager/dashboard?tab=team-work"},
+        {"group": "Execution", "title": "Due Today / This Week", "desc": "Work requiring immediate attention and allocation follow-up.", "href": "/manager/dashboard?tab=team-work"},
+        {"group": "Review", "title": "Manager Review Queue", "desc": "Completed or review-ready work waiting for manager action.", "href": "/manager/dashboard?tab=review-queue"},
+        {"group": "Client Follow-up", "title": "Client Pending Report", "desc": "Tasks blocked due to documents, clarification or client data pending.", "href": "/manager/dashboard?tab=client-pending"},
+        {"group": "Team", "title": "Staff Workload Report", "desc": "Staff-wise active, overdue, review and client-pending workload.", "href": "/manager/dashboard?tab=team-work"},
+        {"group": "Documents", "title": "Document Checklist Report", "desc": "Document-related blocked tasks and communication timeline shortcuts.", "href": "/manager/dashboard?tab=documents"},
+    ]
+
+
+def _wizard_cards() -> list[dict[str, str]]:
+    return [
+        {"title": "Task Assignment Wizard", "desc": "Open the detailed allocation board to assign or reassign staff.", "href": "/manager/work"},
+        {"title": "Review Wizard", "desc": "Review completed work and send corrections through the task timeline.", "href": "/manager/dashboard?tab=review-queue"},
+        {"title": "Client Query Wizard", "desc": "Handle client-pending tasks and record clarification requirements.", "href": "/manager/dashboard?tab=client-pending"},
+        {"title": "Document Checklist Wizard", "desc": "Verify pending documents and open engagement document storage.", "href": "/documents"},
+        {"title": "Work Closure Wizard", "desc": "Open engagement progress and close work after review completion.", "href": "/employees/progress"},
+        {"title": "Alert / Follow-up Wizard", "desc": "Open alerts for reminders, escalations and follow-up actions.", "href": "/alerts"},
+    ]
+
+
+def build_manager_dashboard_payload(db: Session, request, current_user) -> dict[str, Any]:
+    scope = _scope(db, request, current_user)
+    fy = _active_financial_year(request)
+    today = date.today()
+    next_week = today + timedelta(days=7)
+    tasks = _load_tasks(db, scope, fy)
+    task_rows = [_task_row(t) for t in tasks]
+    open_rows = [r for r in task_rows if _is_open(r["status"])]
+    overdue_rows = [r for r in open_rows if r["is_overdue"]]
+    due_today_rows = [r for r in open_rows if r["is_due_today"]]
+    due_week_rows = [r for r in open_rows if r["due_date"] and today <= r["due_date"] <= next_week]
+    review_rows = [r for r in task_rows if r["status"] in REVIEW_STATUSES]
+    client_pending_rows = [r for r in open_rows if r["status"] in CLIENT_PENDING_STATUSES]
+    unassigned_rows = [r for r in open_rows if (r.get("assigned_to") or "Unassigned") == "Unassigned"]
+    in_progress_rows = [r for r in open_rows if r["status"] == "in_progress"]
+
+    staff_rows = _staff_rows(db, scope, task_rows)
+    client_rows = _client_rows(db, scope, task_rows)
+
+    tenant = getattr(scope, "tenant", None)
+    branch = getattr(scope, "branch", None)
+    overview = {
+        "tenant": tenant,
+        "branch": branch,
+        "tenant_id": getattr(scope, "tenant_id", None),
+        "branch_id": getattr(scope, "branch_id", None),
+        "financial_year": fy,
+        "total_tasks": len(task_rows),
+        "open_task_count": len(open_rows),
+        "unassigned_count": len(unassigned_rows),
+        "in_progress_count": len(in_progress_rows),
+        "overdue_count": len(overdue_rows),
+        "due_today_count": len(due_today_rows),
+        "due_week_count": len(due_week_rows),
+        "client_pending_count": len(client_pending_rows),
+        "review_pending_count": len(review_rows),
+        "staff_count": len(staff_rows),
+        "client_count": len(client_rows),
+        "today": today,
+    }
+
+    return {
+        "roles": sorted(get_user_role_names(db, current_user.id)),
+        "overview": overview,
+        "team_work": task_rows[:100],
+        "due_today": due_today_rows[:30],
+        "due_week": due_week_rows[:30],
+        "overdue": overdue_rows[:30],
+        "unassigned": unassigned_rows[:30],
+        "in_progress": in_progress_rows[:30],
+        "review_queue": review_rows[:60],
+        "client_pending": client_pending_rows[:60],
+        "documents_pending": client_pending_rows[:40],
+        "staff_rows": staff_rows,
+        "clients": client_rows,
+        "reports": _report_cards(),
+        "wizards": _wizard_cards(),
+    }

app/modules/manager_dashboard/templates/manager_dashboard/dashboard.html

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+{% extends "ui/templates/base/layout.html" %}
+{% block content %}
+<div class="space-y-6">
+  <section class="rounded-3xl bg-gradient-to-r from-slate-900 via-brand-700 to-brand-600 p-6 text-white shadow-soft">
+    <div class="flex flex-col gap-4 lg:flex-row lg:items-center lg:justify-between">
+      <div>
+        <p class="text-xs font-semibold uppercase tracking-[0.24em] text-brand-100">Manager Execution Control</p>
+        <h1 class="mt-2 text-2xl font-bold">Manager Dashboard</h1>
+        <p class="mt-2 max-w-3xl text-sm text-brand-100">Control team allocation, review queue, client pending items, documents and execution reports for the active branch/team.</p>
+        <p class="mt-3 text-xs text-brand-100">FY: {{ overview.financial_year or 'All' }}{% if overview.branch %} · Branch: {{ overview.branch.name or overview.branch.code }}{% endif %}</p>
+      </div>
+      <div class="flex flex-wrap gap-2">
+        <a href="/manager/work" class="rounded-xl bg-white px-4 py-2 text-sm font-semibold text-brand-700 hover:bg-brand-50">Open Work Board</a>
+        <a href="/employees/progress" class="rounded-xl border border-white/40 px-4 py-2 text-sm font-semibold text-white hover:bg-white/10">Progress</a>
+      </div>
+    </div>
+  </section>
+
+  {% set tabs = [
+    ('overview','Overview'),
+    ('team-work','Team Work'),
+    ('review-queue','Review Queue'),
+    ('client-pending','Client Pending'),
+    ('documents','Documents'),
+    ('reports','Reports'),
+    ('wizards','Wizards')
+  ] %}
+
+  <section class="rounded-3xl border border-slate-200 bg-white p-3 shadow-soft">
+    <div class="flex gap-2 overflow-x-auto" id="manager-tabs">
+      {% for code, label in tabs %}
+      <button type="button" data-tab="{{ code }}" class="manager-tab whitespace-nowrap rounded-2xl px-4 py-2 text-sm font-semibold transition {% if active_tab == code %}bg-brand-600 text-white{% else %}text-slate-600 hover:bg-slate-100{% endif %}">{{ label }}</button>
+      {% endfor %}
+    </div>
+  </section>
+
+  <section id="manager-dashboard-panel">
+    {% include 'modules/manager_dashboard/templates/manager_dashboard/partials/' ~ (active_tab|replace('-', '_')) ~ '.html' ignore missing %}
+  </section>
+</div>
+
+<script>
+(function(){
+  const tabs = document.querySelectorAll('.manager-tab');
+  const panel = document.getElementById('manager-dashboard-panel');
+  async function loadTab(tab) {
+    tabs.forEach(btn => {
+      const active = btn.dataset.tab === tab;
+      btn.classList.toggle('bg-brand-600', active);
+      btn.classList.toggle('text-white', active);
+      btn.classList.toggle('text-slate-600', !active);
+      btn.classList.toggle('hover:bg-slate-100', !active);
+    });
+    panel.innerHTML = '<div class="rounded-3xl border border-slate-200 bg-white p-8 text-center text-sm text-slate-500 shadow-soft">Loading...</div>';
+    try {
+      const res = await fetch('/manager/dashboard/tab/' + encodeURIComponent(tab), {headers: {'X-Requested-With':'fetch'}});
+      if (!res.ok) throw new Error('HTTP ' + res.status);
+      panel.innerHTML = await res.text();
+      const url = new URL(window.location.href);
+      url.searchParams.set('tab', tab);
+      window.history.replaceState({}, '', url);
+    } catch (err) {
+      panel.innerHTML = '<div class="rounded-3xl border border-red-200 bg-red-50 p-8 text-center text-sm font-semibold text-red-700 shadow-soft">Unable to load tab. Please refresh the page.</div>';
+    }
+  }
+  tabs.forEach(btn => btn.addEventListener('click', () => loadTab(btn.dataset.tab)));
+})();
+</script>
+{% endblock %}

app/modules/manager_dashboard/templates/manager_dashboard/partials/_task_table.html

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+<div class="overflow-x-auto rounded-2xl border border-slate-200 bg-white shadow-soft">
+  <table class="min-w-full divide-y divide-slate-200 text-sm">
+    <thead class="bg-slate-50 text-xs font-semibold uppercase tracking-wide text-slate-500">
+      <tr>
+        <th class="px-4 py-3 text-left">Client</th>
+        <th class="px-4 py-3 text-left">Task</th>
+        <th class="px-4 py-3 text-left">Service / Period</th>
+        <th class="px-4 py-3 text-left">Due</th>
+        <th class="px-4 py-3 text-left">Assigned</th>
+        <th class="px-4 py-3 text-left">Status</th>
+        <th class="px-4 py-3 text-right">Action</th>
+      </tr>
+    </thead>
+    <tbody class="divide-y divide-slate-100">
+      {% for row in rows %}
+      <tr class="hover:bg-slate-50">
+        <td class="px-4 py-3"><div class="font-semibold text-slate-900">{{ row.client_name }}</div><div class="text-xs text-slate-500">{{ row.client_code or '-' }}</div></td>
+        <td class="px-4 py-3"><div class="font-semibold text-slate-900">{{ row.task_name }}</div><div class="text-xs text-slate-500">{{ row.comment_count }} timeline item(s)</div></td>
+        <td class="px-4 py-3"><div>{{ row.service_name }}</div><div class="text-xs text-slate-500">{{ row.period }}</div></td>
+        <td class="px-4 py-3"><span class="{% if row.is_overdue %}text-red-700 font-semibold{% elif row.is_due_today %}text-amber-700 font-semibold{% endif %}">{{ row.due_date or '-' }}</span></td>
+        <td class="px-4 py-3">{{ row.assigned_to }}</td>
+        <td class="px-4 py-3"><span class="rounded-full bg-slate-100 px-2.5 py-1 text-xs font-semibold text-slate-700">{{ row.status_label }}</span></td>
+        <td class="px-4 py-3 text-right"><a href="{{ row.href }}" class="rounded-lg border border-slate-300 px-3 py-1.5 text-xs font-semibold text-slate-700 hover:bg-slate-50">Open</a></td>
+      </tr>
+      {% else %}
+      <tr><td colspan="7" class="px-4 py-8 text-center text-sm text-slate-500">No records found for this view.</td></tr>
+      {% endfor %}
+    </tbody>
+  </table>
+</div>

app/modules/manager_dashboard/templates/manager_dashboard/partials/client_pending.html

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+<div class="space-y-6">
+  <div class="af-card"><div class="mb-4 flex items-center justify-between"><div><h3 class="text-lg font-semibold text-slate-900">Client Pending / Blocked Work</h3><p class="text-sm text-slate-500">Tasks delayed due to client documents, data or clarifications.</p></div><a href="/alerts" class="af-btn af-btn-primary">Alerts</a></div>{% set rows = client_pending %}{% include 'modules/manager_dashboard/templates/manager_dashboard/partials/_task_table.html' %}</div>
+  <div class="af-card"><h3 class="mb-4 text-lg font-semibold text-slate-900">Client-wise Pending View</h3><div class="overflow-x-auto"><table class="min-w-full text-sm"><thead class="bg-slate-50 text-xs uppercase text-slate-500"><tr><th class="px-4 py-3 text-left">Client</th><th class="px-4 py-3 text-right">Open</th><th class="px-4 py-3 text-right">Client Pending</th><th class="px-4 py-3 text-right">Overdue</th><th class="px-4 py-3 text-right">Action</th></tr></thead><tbody>{% for c in clients if c.client_pending or c.overdue %}<tr class="border-t"><td class="px-4 py-3 font-semibold">{{ c.client_name }}</td><td class="px-4 py-3 text-right">{{ c.open }}</td><td class="px-4 py-3 text-right">{{ c.client_pending }}</td><td class="px-4 py-3 text-right">{{ c.overdue }}</td><td class="px-4 py-3 text-right"><a href="{{ c.href }}" class="text-brand-700 font-semibold">Open</a></td></tr>{% else %}<tr><td colspan="5" class="px-4 py-8 text-center text-slate-500">No client pending clients found.</td></tr>{% endfor %}</tbody></table></div></div>
+</div>

app/modules/manager_dashboard/templates/manager_dashboard/partials/documents.html

@@ -0,0 +1,3 @@
+<div class="space-y-6">
+  <div class="af-card"><div class="mb-4 flex items-center justify-between"><div><h3 class="text-lg font-semibold text-slate-900">Document Checklist Control</h3><p class="text-sm text-slate-500">Document-related blocked tasks and timeline shortcuts.</p></div><a href="/documents" class="af-btn af-btn-primary">Open Documents</a></div>{% set rows = documents_pending %}{% include 'modules/manager_dashboard/templates/manager_dashboard/partials/_task_table.html' %}</div>
+</div>

app/modules/manager_dashboard/templates/manager_dashboard/partials/overview.html

@@ -0,0 +1,25 @@
+<div class="space-y-6">
+  <section class="grid gap-4 md:grid-cols-2 xl:grid-cols-6">
+    <a href="/manager/dashboard?tab=team-work" class="af-metric-card"><div class="text-xs font-semibold uppercase text-slate-500">Open Tasks</div><div class="mt-2 text-3xl font-semibold text-slate-900">{{ overview.open_task_count }}</div><div class="mt-1 text-xs text-slate-500">Visible team work</div></a>
+    <a href="/manager/dashboard?tab=team-work" class="af-metric-card border-orange-200 bg-orange-50"><div class="text-xs font-semibold uppercase text-orange-700">Unassigned</div><div class="mt-2 text-3xl font-semibold text-orange-700">{{ overview.unassigned_count }}</div><div class="mt-1 text-xs text-orange-700">Allocate first</div></a>
+    <a href="/manager/dashboard?tab=team-work" class="af-metric-card border-blue-200 bg-blue-50"><div class="text-xs font-semibold uppercase text-blue-700">In Progress</div><div class="mt-2 text-3xl font-semibold text-blue-700">{{ overview.in_progress_count }}</div><div class="mt-1 text-xs text-blue-700">Being worked</div></a>
+    <a href="/manager/dashboard?tab=client-pending" class="af-metric-card border-amber-200 bg-amber-50"><div class="text-xs font-semibold uppercase text-amber-700">Client Pending</div><div class="mt-2 text-3xl font-semibold text-amber-700">{{ overview.client_pending_count }}</div><div class="mt-1 text-xs text-amber-700">Needs follow-up</div></a>
+    <a href="/manager/dashboard?tab=review-queue" class="af-metric-card border-emerald-200 bg-emerald-50"><div class="text-xs font-semibold uppercase text-emerald-700">Review Queue</div><div class="mt-2 text-3xl font-semibold text-emerald-700">{{ overview.review_pending_count }}</div><div class="mt-1 text-xs text-emerald-700">Review-ready</div></a>
+    <a href="/manager/dashboard?tab=team-work" class="af-metric-card border-red-200 bg-red-50"><div class="text-xs font-semibold uppercase text-red-700">Overdue</div><div class="mt-2 text-3xl font-semibold text-red-700">{{ overview.overdue_count }}</div><div class="mt-1 text-xs text-red-700">Escalate</div></a>
+  </section>
+
+  <section class="grid gap-6 xl:grid-cols-[minmax(0,1fr)_360px]">
+    <div class="af-card">
+      <div class="mb-4 flex items-center justify-between gap-3">
+        <div><h3 class="text-lg font-semibold text-slate-900">Attention Required</h3><p class="text-sm text-slate-500">Unassigned, overdue and client-pending work.</p></div>
+        <a href="/manager/work" class="af-btn af-btn-primary">Open Work Board</a>
+      </div>
+      {% set rows = (unassigned + overdue + client_pending)[:12] %}
+      {% include 'modules/manager_dashboard/templates/manager_dashboard/partials/_task_table.html' %}
+    </div>
+    <div class="space-y-4">
+      <div class="af-card"><h3 class="font-semibold text-slate-900">Team Snapshot</h3><div class="mt-4 grid grid-cols-2 gap-3 text-sm"><div class="rounded-2xl bg-slate-50 p-3"><div class="text-xs text-slate-500">Staff visible</div><div class="text-2xl font-semibold">{{ overview.staff_count }}</div></div><div class="rounded-2xl bg-slate-50 p-3"><div class="text-xs text-slate-500">Clients visible</div><div class="text-2xl font-semibold">{{ overview.client_count }}</div></div><div class="rounded-2xl bg-slate-50 p-3"><div class="text-xs text-slate-500">Due today</div><div class="text-2xl font-semibold">{{ overview.due_today_count }}</div></div><div class="rounded-2xl bg-slate-50 p-3"><div class="text-xs text-slate-500">Due week</div><div class="text-2xl font-semibold">{{ overview.due_week_count }}</div></div></div></div>
+      <div class="af-card"><h3 class="font-semibold text-slate-900">Quick Actions</h3><div class="mt-4 grid gap-2"><a href="/manager/work" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Task Assignment Wizard</a><a href="/manager/dashboard?tab=review-queue" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Review Wizard</a><a href="/manager/dashboard?tab=client-pending" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Client Query Wizard</a><a href="/documents" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Document Checklist</a></div></div>
+    </div>
+  </section>
+</div>

app/modules/manager_dashboard/templates/manager_dashboard/partials/reports.html

@@ -0,0 +1,8 @@
+<div class="space-y-6">
+  <div><h3 class="text-lg font-semibold text-slate-900">Manager Reports</h3><p class="text-sm text-slate-500">Action reports for team execution, review, client pending and documents.</p></div>
+  <div class="grid gap-4 md:grid-cols-2 xl:grid-cols-3">
+    {% for card in reports %}
+    <a href="{{ card.href }}" class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft hover:border-brand-200 hover:bg-brand-50/30"><div class="text-xs font-semibold uppercase tracking-wide text-brand-600">{{ card.group }}</div><h4 class="mt-2 font-semibold text-slate-900">{{ card.title }}</h4><p class="mt-2 text-sm text-slate-500">{{ card.desc }}</p><div class="mt-4 text-sm font-semibold text-brand-700">View Report →</div></a>
+    {% endfor %}
+  </div>
+</div>

app/modules/manager_dashboard/templates/manager_dashboard/partials/review_queue.html

@@ -0,0 +1,3 @@
+<div class="space-y-6">
+  <div class="af-card"><div class="mb-4 flex items-center justify-between"><div><h3 class="text-lg font-semibold text-slate-900">Manager Review Queue</h3><p class="text-sm text-slate-500">Completed or review-ready work waiting for manager action.</p></div><a href="/employees/progress" class="af-btn af-btn-primary">Progress</a></div>{% set rows = review_queue %}{% include 'modules/manager_dashboard/templates/manager_dashboard/partials/_task_table.html' %}</div>
+</div>

app/modules/manager_dashboard/templates/manager_dashboard/partials/team_work.html

@@ -0,0 +1,10 @@
+<div class="space-y-6">
+  <section class="grid gap-4 md:grid-cols-2 xl:grid-cols-5">
+    <div class="af-metric-card"><div class="text-xs font-semibold uppercase text-slate-500">Total Visible</div><div class="mt-2 text-3xl font-semibold">{{ overview.total_tasks }}</div></div>
+    <div class="af-metric-card"><div class="text-xs font-semibold uppercase text-orange-700">Unassigned</div><div class="mt-2 text-3xl font-semibold text-orange-700">{{ overview.unassigned_count }}</div></div>
+    <div class="af-metric-card"><div class="text-xs font-semibold uppercase text-blue-700">In Progress</div><div class="mt-2 text-3xl font-semibold text-blue-700">{{ overview.in_progress_count }}</div></div>
+    <div class="af-metric-card"><div class="text-xs font-semibold uppercase text-red-700">Overdue</div><div class="mt-2 text-3xl font-semibold text-red-700">{{ overview.overdue_count }}</div></div>
+    <div class="af-metric-card"><div class="text-xs font-semibold uppercase text-amber-700">Due Today</div><div class="mt-2 text-3xl font-semibold text-amber-700">{{ overview.due_today_count }}</div></div>
+  </section>
+  <div class="af-card"><div class="mb-4 flex items-center justify-between"><div><h3 class="text-lg font-semibold text-slate-900">Team Work Board Summary</h3><p class="text-sm text-slate-500">Top 100 visible tasks. Use detailed board for assignment changes.</p></div><a href="/manager/work" class="af-btn af-btn-primary">Detailed Board</a></div>{% set rows = team_work %}{% include 'modules/manager_dashboard/templates/manager_dashboard/partials/_task_table.html' %}</div>
+</div>

app/modules/manager_dashboard/templates/manager_dashboard/partials/wizards.html

@@ -0,0 +1,8 @@
+<div class="space-y-6">
+  <div><h3 class="text-lg font-semibold text-slate-900">Manager Wizards</h3><p class="text-sm text-slate-500">Guided shortcuts for assignment, review, client query, document checklist and closure.</p></div>
+  <div class="grid gap-4 md:grid-cols-2 xl:grid-cols-3">
+    {% for card in wizards %}
+    <a href="{{ card.href }}" class="rounded-3xl border border-slate-200 bg-white p-5 shadow-soft hover:border-brand-200 hover:bg-brand-50/30"><h4 class="font-semibold text-slate-900">{{ card.title }}</h4><p class="mt-2 text-sm text-slate-500">{{ card.desc }}</p><div class="mt-4 text-sm font-semibold text-brand-700">Open →</div></a>
+    {% endfor %}
+  </div>
+</div>

app/modules/manager_dashboard/ui.py

@@ -0,0 +1,74 @@
+from __future__ import annotations
+
+from fastapi import APIRouter, Request
+from fastapi.responses import RedirectResponse
+
+from app.core.db.common import CommonSessionLocal
+from app.core.http_responses import ui_access_denied
+from app.core.security.csrf import get_or_create_csrf_token
+from app.core.security.session_auth import get_current_user
+from app.core.templating import templates
+from app.modules.core.rbac.deps import get_user_permissions, get_user_roles
+from app.modules.manager_dashboard.service import build_manager_dashboard_payload, can_access_manager_dashboard
+
+router = APIRouter(prefix="/manager", tags=["manager-dashboard-v1-ui"])
+
+VALID_TABS = {
+    "overview": "modules/manager_dashboard/templates/manager_dashboard/partials/overview.html",
+    "team-work": "modules/manager_dashboard/templates/manager_dashboard/partials/team_work.html",
+    "review-queue": "modules/manager_dashboard/templates/manager_dashboard/partials/review_queue.html",
+    "client-pending": "modules/manager_dashboard/templates/manager_dashboard/partials/client_pending.html",
+    "documents": "modules/manager_dashboard/templates/manager_dashboard/partials/documents.html",
+    "reports": "modules/manager_dashboard/templates/manager_dashboard/partials/reports.html",
+    "wizards": "modules/manager_dashboard/templates/manager_dashboard/partials/wizards.html",
+}
+
+
+def _ctx(request: Request, db, current_user, *, active_tab: str = "overview"):
+    payload = build_manager_dashboard_payload(db, request, current_user)
+    return {
+        "request": request,
+        "current_user": current_user,
+        "current_user_roles": get_user_roles(db, current_user.id),
+        "current_user_permissions": get_user_permissions(db, current_user.id),
+        "csrf_token": get_or_create_csrf_token(request),
+        "title": "Manager Dashboard",
+        "active_tab": active_tab,
+        **payload,
+    }
+
+
+@router.get("/dashboard")
+def dashboard(request: Request, tab: str = "overview"):
+    db = CommonSessionLocal()
+    try:
+        current_user = get_current_user(request, db=db)
+        if not current_user:
+            return RedirectResponse(url="/login", status_code=303)
+        if not can_access_manager_dashboard(db, current_user):
+            return ui_access_denied()
+        active_tab = tab if tab in VALID_TABS else "overview"
+        return templates.TemplateResponse(
+            "modules/manager_dashboard/templates/manager_dashboard/dashboard.html",
+            _ctx(request, db, current_user, active_tab=active_tab),
+        )
+    finally:
+        db.close()
+
+
+@router.get("/dashboard/tab/{tab_name}")
+def dashboard_tab(request: Request, tab_name: str):
+    db = CommonSessionLocal()
+    try:
+        current_user = get_current_user(request, db=db)
+        if not current_user:
+            return RedirectResponse(url="/login", status_code=303)
+        if not can_access_manager_dashboard(db, current_user):
+            return ui_access_denied()
+        active_tab = tab_name if tab_name in VALID_TABS else "overview"
+        return templates.TemplateResponse(
+            VALID_TABS[active_tab],
+            _ctx(request, db, current_user, active_tab=active_tab),
+        )
+    finally:
+        db.close()

app/ui/app.py

@@ -4,6 +4,7 @@ from fastapi.staticfiles import StaticFiles
 from app.modules.clients.ui import router as clients_ui_router, portal_router as client_portal_router
 from app.modules.consultants.ui import router as consultants_ui_router, portal_router as consultant_portal_router
 from app.modules.employees.ui import router as employees_ui_router, portal_router as employee_portal_router
+from app.modules.manager_dashboard.ui import router as manager_dashboard_router
 from app.modules.managers.ui import router as managers_ui_router
 from app.modules.partner_dashboard.ui import router as partner_dashboard_router
 from app.modules.partners.ui import router as partners_ui_router
@@ -54,6 +55,7 @@ def mount_ui(app: FastAPI) -> None:
     app.include_router(work_detail_ui_router)
     app.include_router(clients_ui_router)
     app.include_router(employees_ui_router)
+    app.include_router(manager_dashboard_router)
     app.include_router(managers_ui_router)
     app.include_router(partner_dashboard_router)
     app.include_router(partners_ui_router)
@@ -63,3 +65,4 @@ def mount_ui(app: FastAPI) -> None:
     app.include_router(client_portal_router)
     app.include_router(consultant_portal_router)
 
+