Reorganize partner menu and retain dashboard views

app/ui/templates/components/partner_navigation_v2.html

@@ -1,7 +1,8 @@
 {% if navigation_render_location_v2|default('page') == 'global-host' or not global_role_navigation_host_v2|default(false) %}
 {#
-  UI/UX V2 Phase 1D.7 — Partner client and engagement creation entry points.
+  Partner operations navigation.
-  Presentation only. Existing routes and route-level permissions remain authoritative.
+  Presentation only: all links use existing production routes and route-level permissions remain authoritative.
+  Existing Partner dashboard tabs are retained and organised under their operational modules.
 #}
 {% set _partner_path = request.url.path %}
 {% set _partner_tab = request.query_params.get('tab', 'overview') %}
@@ -10,68 +11,203 @@
   {
     'label': 'Dashboard',
     'visible': true,
-    'active': _partner_path.startswith('/partner/dashboard'),
+    'active': _partner_path.startswith('/partner/dashboard') and _partner_tab in ['overview', 'branch-work'],
     'children': [
-      {'label': 'Overview', 'url': '/partner/dashboard?tab=overview', 'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'overview'},
+      {
-      {'label': 'Branch Work', 'url': '/partner/dashboard?tab=branch-work', 'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'branch-work'},
+        'label': 'Overview Matrix',
-      {'label': 'Clients', 'url': '/partner/dashboard?tab=clients', 'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'clients'},
+        'url': '/partner/dashboard?tab=overview',
-      {'label': 'Staff', 'url': '/partner/dashboard?tab=staff', 'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'staff'},
+        'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'overview'
-      {'label': 'Review', 'url': '/partner/dashboard?tab=review', 'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'review'},
+      },
-      {'label': 'Billing', 'url': '/partner/dashboard?tab=billing', 'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'billing'},
+      {
-      {'label': 'Reports', 'url': '/partner/dashboard?tab=reports', 'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'reports'},
+        'label': 'Branch Work',
-      {'label': 'Wizards', 'url': '/partner/dashboard?tab=wizards', 'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'wizards'}
+        'url': '/partner/dashboard?tab=branch-work',
+        'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'branch-work'
+      }
     ]
   },
   {
     'label': 'Review Board',
-    'url': '/partner/reviews',
     'visible': true,
-    'active': _partner_path.startswith('/partner/reviews')
+    'active': _partner_path.startswith('/partner/reviews') or (_partner_path.startswith('/partner/dashboard') and _partner_tab in ['review', 'escalations']),
+    'children': [
+      {
+        'label': 'Review Overview',
+        'url': '/partner/dashboard?tab=review',
+        'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'review'
+      },
+      {
+        'label': 'Reviews',
+        'url': '/partner/reviews',
+        'active': _partner_path.startswith('/partner/reviews')
+      },
+      {
+        'label': 'Escalations & Ageing',
+        'url': '/partner/dashboard?tab=escalations',
+        'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'escalations'
+      }
+    ]
   },
   {
-    'label': 'My Clients',
+    'label': 'Clients',
     'visible': true,
-    'active': _partner_path.startswith('/partner/clients') or _partner_path.startswith('/clients'),
+    'active': (_partner_path.startswith('/partner/dashboard') and _partner_tab == 'clients') or _partner_path.startswith('/partner/clients') or _partner_path.startswith('/clients') or _partner_path.startswith('/documents/permanent'),
     'children': [
-      {'label': 'Client Portfolio', 'url': '/partner/clients', 'active': _partner_path.startswith('/partner/clients')},
+      {
-      {'label': 'Add Client', 'url': '/clients/new', 'active': _partner_path == '/clients/new'}
+        'label': 'Client Overview',
+        'url': '/partner/dashboard?tab=clients',
+        'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'clients'
+      },
+      {
+        'label': 'Clients List',
+        'url': '/partner/clients',
+        'active': _partner_path.startswith('/partner/clients')
+      },
+      {
+        'label': 'Add Client',
+        'url': '/clients/new',
+        'active': _partner_path == '/clients/new'
+      },
+      {
+        'label': 'Permanent Docs',
+        'url': '/documents/permanent',
+        'active': _partner_path.startswith('/documents/permanent')
+      }
     ]
   },
   {
     'label': 'Engagements',
     'visible': true,
-    'active': _partner_path.startswith('/services/engagements'),
+    'active': _partner_path.startswith('/services/engagements') or _partner_path.startswith('/services/bulk-imports'),
     'children': [
-      {'label': 'All Engagements', 'url': '/services/engagements', 'active': _partner_path == '/services/engagements'},
+      {
-      {'label': 'Assign Service', 'url': '/services/engagements/new', 'active': _partner_path == '/services/engagements/new'}
+        'label': 'All Engagements',
+        'url': '/services/engagements',
+        'active': _partner_path == '/services/engagements' or (_partner_path.startswith('/services/engagements/') and _partner_path != '/services/engagements/new' and _partner_path != '/services/engagements/bulk-new')
+      },
+      {
+        'label': 'Assign Services',
+        'url': '/services/engagements/new',
+        'active': _partner_path == '/services/engagements/new'
+      },
+      {
+        'label': 'Bulk Setup',
+        'url': '/services/engagements/bulk-new',
+        'active': _partner_path == '/services/engagements/bulk-new'
+      },
+      {
+        'label': 'Bulk Excel',
+        'url': '/services/bulk-imports',
+        'active': _partner_path.startswith('/services/bulk-imports')
+      }
     ]
   },
   {
     'label': 'Staff',
     'visible': true,
-    'active': _partner_path.startswith('/employees'),
+    'active': (_partner_path.startswith('/partner/dashboard') and _partner_tab == 'staff') or _partner_path.startswith('/employees'),
     'children': [
-      {'label': 'Staff List', 'url': '/employees', 'active': _partner_path == '/employees'},
+      {
-      {'label': 'Add Staff', 'url': '/employees/new', 'active': _partner_path == '/employees/new'}
+        'label': 'Workload',
+        'url': '/partner/dashboard?tab=staff',
+        'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'staff'
+      },
+      {
+        'label': 'Staff List',
+        'url': '/employees',
+        'active': _partner_path == '/employees' or (_partner_path.startswith('/employees/') and _partner_path != '/employees/new')
+      },
+      {
+        'label': 'Add Staff',
+        'url': '/employees/new',
+        'active': _partner_path == '/employees/new'
+      }
     ]
   },
-  {
-    'label': 'Documents',
-    'url': '/documents',
-    'visible': true,
-    'active': _partner_path.startswith('/documents')
-  },
   {
     'label': 'Billing',
-    'url': '/billing',
     'visible': true,
-    'active': _partner_path.startswith('/billing')
+    'active': (_partner_path.startswith('/partner/dashboard') and _partner_tab == 'billing') or _partner_path.startswith('/billing'),
+    'children': [
+      {
+        'label': 'Billing Overview',
+        'url': '/partner/dashboard?tab=billing',
+        'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'billing'
+      },
+      {
+        'label': 'New Invoice',
+        'url': '/billing/new',
+        'active': _partner_path == '/billing/new' or _partner_path == '/billing/invoices/new'
+      },
+      {
+        'label': 'Generate Bills',
+        'url': '/billing/generate',
+        'active': _partner_path == '/billing/generate'
+      },
+      {
+        'label': 'Fee Structure',
+        'url': '/billing/fee-structures/list',
+        'active': _partner_path == '/billing/fee-structures/list'
+      },
+      {
+        'label': 'Fee Templates',
+        'url': '/billing/fee-structures/template',
+        'active': false
+      },
+      {
+        'label': 'Bulk Fee Import',
+        'url': '/billing/fee-structures/import',
+        'active': _partner_path.startswith('/billing/fee-structures/import')
+      },
+      {
+        'label': 'Payments',
+        'url': '/billing/payments',
+        'active': _partner_path.startswith('/billing/payments') or (_partner_path.startswith('/billing/') and _partner_path.endswith('/payments/new'))
+      },
+      {
+        'label': 'Bill Settings',
+        'url': '/billing/settings',
+        'active': _partner_path.startswith('/billing/settings')
+      }
+    ]
   },
   {
-    'label': 'Bank Analyzer',
+    'label': 'Reports',
-    'url': '/tools/bank-statement-analyzer',
     'visible': true,
-    'active': _partner_path.startswith('/tools/bank-statement-analyzer')
+    'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'reports',
+    'children': [
+      {
+        'label': 'Reports Centre',
+        'url': '/partner/dashboard?tab=reports',
+        'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'reports'
+      }
+    ]
+  },
+  {
+    'label': 'Tools',
+    'visible': true,
+    'active': (_partner_path.startswith('/partner/dashboard') and _partner_tab == 'wizards') or _partner_path.startswith('/tools/bank-statement-analyzer') or _partner_path.startswith('/documents/storage-nodes') or _partner_path.startswith('/documents/storage-jobs'),
+    'children': [
+      {
+        'label': 'Bank Analyzer',
+        'url': '/tools/bank-statement-analyzer',
+        'active': _partner_path.startswith('/tools/bank-statement-analyzer')
+      },
+      {
+        'label': 'Storage Nodes',
+        'url': '/documents/storage-nodes',
+        'active': _partner_path.startswith('/documents/storage-nodes')
+      },
+      {
+        'label': 'Storage Jobs',
+        'url': '/documents/storage-jobs',
+        'active': _partner_path.startswith('/documents/storage-jobs')
+      },
+      {
+        'label': 'Setup Wizards',
+        'url': '/partner/dashboard?tab=wizards',
+        'active': _partner_path.startswith('/partner/dashboard') and _partner_tab == 'wizards'
+      }
+    ]
   },
   {
     'label': 'Alerts',