Add engagement-level employee workflow board phase 1
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A R R R Associates
@@ -2,13 +2,11 @@
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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">My Work</h2>
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<p class="mt-1 text-sm text-slate-500">Board view of your assigned engagements. Open a card to work on tasks and refer to engagement documents.</p>
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</div>
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<div class="flex flex-wrap gap-2">
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<p class="mt-1 text-sm text-slate-500">One card per assigned engagement. Start, continue, follow up or view the full workflow from here.</p>
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</div>
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</div>
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@@ -24,7 +22,7 @@
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{% endif %}
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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</div><div class="mt-1 text-2xl font-semibold">{{ work_payload.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">Engagements</div><div class="mt-1 text-2xl font-semibold">{{ work_payload.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">{{ work_payload.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">{{ work_payload.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">{{ work_payload.summary.blocked }}</div></div>
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@@ -36,48 +34,85 @@
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<div class="grid gap-3 md:grid-cols-[1fr_220px_auto]">
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<input type="search" name="q" value="{{ q or '' }}" placeholder="Search engagement, task, client or service" class="rounded-xl border border-slate-300 px-3 py-2 text-sm focus:border-brand-500 focus:outline-none focus:ring-2 focus:ring-brand-100">
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<select name="status" class="rounded-xl border border-slate-300 px-3 py-2 text-sm focus:border-brand-500 focus:outline-none focus:ring-2 focus:ring-brand-100">
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<option value="open" {% if status == 'open' %}selected{% endif %}>Open work</option>
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<option value="open" {% if status == 'open' %}selected{% endif %}>Open engagements</option>
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<option value="pending" {% if status == 'pending' %}selected{% endif %}>Pending</option>
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<option value="in_progress" {% if status == 'in_progress' %}selected{% endif %}>In Progress</option>
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<option value="blocked" {% if status == 'blocked' %}selected{% endif %}>Blocked</option>
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<option value="completed" {% if status == 'completed' %}selected{% endif %}>Completed</option>
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<option value="closed" {% if status == 'closed' %}selected{% endif %}>Closed work</option>
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<option value="closed" {% if status == 'closed' %}selected{% endif %}>Closed engagements</option>
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</select>
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<button type="submit" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Apply</button>
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</div>
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</form>
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<div class="grid gap-4 xl:grid-cols-4">
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<div class="space-y-5">
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{% for column in work_payload.columns %}
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<section class="min-h-[420px] 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.cards|length }}</span>
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<section class="rounded-2xl border border-slate-200 bg-slate-50 p-4 shadow-soft">
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<div class="mb-4 flex items-center justify-between gap-3">
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<div>
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<h3 class="text-base font-semibold text-slate-900">{{ column.label }}</h3>
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{% if column.code == 'pending' %}<p class="mt-1 text-xs text-slate-500">Assigned engagements where work has not started.</p>{% endif %}
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{% if column.code == 'in_progress' %}<p class="mt-1 text-xs text-slate-500">Started engagements with remaining assigned work.</p>{% endif %}
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{% if column.code == 'blocked' %}<p class="mt-1 text-xs text-slate-500">Engagements waiting for documents, clarification, review or another dependency.</p>{% endif %}
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{% if column.code == 'completed' %}<p class="mt-1 text-xs text-slate-500">All tasks assigned to you in these engagements are complete.</p>{% endif %}
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</div>
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<span class="rounded-full bg-white px-3 py-1 text-xs font-semibold text-slate-600">{{ column.cards|length }}</span>
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</div>
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<div class="space-y-3">
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<div class="grid gap-4 md:grid-cols-2 xl:grid-cols-3">
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{% for card in column.cards %}
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<article class="rounded-2xl border border-slate-200 bg-white p-4 shadow-sm hover:border-brand-200 hover:shadow-soft">
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<article class="rounded-2xl border border-slate-200 bg-white p-5 shadow-sm hover:border-brand-200 hover:shadow-soft">
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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-xs font-semibold uppercase tracking-wide text-slate-500">{{ card.client_code or 'Client' }}</div>
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<h4 class="mt-1 text-sm font-semibold text-slate-900">{{ card.client_name }}</h4>
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<h4 class="mt-1 text-base font-semibold text-slate-900">{{ card.client_name }}</h4>
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</div>
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{% if card.overdue_count %}<span class="rounded-full bg-red-100 px-2 py-1 text-[11px] font-semibold text-red-700">Overdue {{ card.overdue_count }}</span>{% elif card.due_today_count %}<span class="rounded-full bg-amber-100 px-2 py-1 text-[11px] font-semibold text-amber-700">Due today</span>{% endif %}
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{% if card.is_overdue %}<span class="rounded-full bg-red-100 px-2 py-1 text-[11px] font-semibold text-red-700">Overdue</span>{% elif card.is_due_today %}<span class="rounded-full bg-amber-100 px-2 py-1 text-[11px] font-semibold text-amber-700">Due today</span>{% endif %}
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</div>
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<div class="mt-3 rounded-xl bg-slate-50 p-3">
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<div class="text-sm font-semibold text-slate-900">{{ card.service_name }}</div>
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<div class="mt-1 text-xs text-slate-500">FY {{ card.financial_year }} · Due {{ card.due_date or '-' }}</div>
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</div>
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<div class="mt-3 grid grid-cols-3 gap-2 text-center text-xs">
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<div class="rounded-xl border border-slate-200 p-2"><div class="font-semibold text-slate-900">{{ card.open_count }}</div><div class="text-slate-500">Open</div></div>
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<div class="rounded-xl border border-slate-200 p-2"><div class="font-semibold text-slate-900">{{ card.blocked_count }}</div><div class="text-slate-500">Blocked</div></div>
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<div class="rounded-xl border border-slate-200 p-2"><div class="font-semibold text-slate-900">{{ card.completed_count }}</div><div class="text-slate-500">Done</div></div>
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<div class="mt-4">
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<div class="flex items-center justify-between text-xs">
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<span class="font-semibold text-slate-600">My progress</span>
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<span class="font-semibold text-slate-900">{{ card.progress_percent }}%</span>
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</div>
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<div class="mt-2 h-2 overflow-hidden rounded-full bg-slate-200">
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<div class="h-full rounded-full bg-brand-600" style="width: {{ card.progress_percent }}%"></div>
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</div>
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<div class="mt-2 text-xs text-slate-500">{{ card.completed_count }} of {{ card.task_count }} assigned tasks completed</div>
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</div>
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{% if column.code == 'blocked' %}
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<div class="mt-4 rounded-xl border border-rose-200 bg-rose-50 p-3">
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<div class="text-xs font-semibold uppercase text-rose-700">Pending reason</div>
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<div class="mt-1 text-sm font-medium text-rose-900">{{ card.blocked_reason }}</div>
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{% if card.blocked_task_name %}<div class="mt-1 text-xs text-rose-700">Task: {{ card.blocked_task_name }}</div>{% endif %}
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</div>
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{% elif card.next_task_name and column.code != 'completed' %}
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<div class="mt-4 text-xs text-slate-500">Next: <span class="font-medium text-slate-700">{{ card.next_task_name }}</span></div>
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{% endif %}
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{% if card.latest_comment %}<p class="mt-3 truncate text-xs text-slate-500">Latest: {{ card.latest_comment.message }}</p>{% endif %}
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<a href="/work/engagements/{{ card.engagement_id }}" class="mt-4 inline-flex w-full justify-center rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Open Work Details</a>
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{% if column.code == 'pending' %}
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<form method="post" action="/employee/work/engagements/{{ card.engagement_id }}/start" class="mt-4">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<button type="submit" class="inline-flex w-full justify-center rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Start</button>
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</form>
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{% elif column.code == 'in_progress' %}
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<a href="/employee/work/engagements/{{ card.engagement_id }}" class="mt-4 inline-flex w-full justify-center rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Continue</a>
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{% elif column.code == 'blocked' %}
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<a href="/employee/work/engagements/{{ card.engagement_id }}" class="mt-4 inline-flex w-full justify-center rounded-xl bg-rose-600 px-4 py-2 text-sm font-semibold text-white hover:bg-rose-700">Open / Follow Up</a>
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{% else %}
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<a href="/employee/work/engagements/{{ card.engagement_id }}" class="mt-4 inline-flex w-full justify-center rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">View</a>
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{% endif %}
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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 cards in this column.</div>
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<div class="md:col-span-2 xl:col-span-3 rounded-2xl border border-dashed border-slate-300 bg-white p-6 text-center text-sm text-slate-500">No engagement cards in this section.</div>
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{% endfor %}
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</div>
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</section>
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@@ -11,7 +11,7 @@
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</p>
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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">My Work Board</a>
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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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</div>
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</div>
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