Add advanced employee engagement workflow controls phase 4

app/modules/manager_dashboard/service.py

@@ -9,7 +9,13 @@ 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 Permission, Role, RolePermission, UserRole
-from app.modules.employees.service import build_employee_scope, list_employee_work_assignable_users
+from app.modules.employees.service import (
+    build_employee_scope,
+    list_employee_work_assignable_users,
+    _engagement_sla,
+    _engagement_team,
+    _weighted_progress,
+)
 from app.modules.services.execution import CLOSED_TASK_STATUSES
 from app.modules.services.models import ClientServiceSubscription, ClientServiceTaskInstance, ServiceCatalogue, ServiceTaskComment
 
@@ -288,6 +294,77 @@ def _wizard_cards() -> list[dict[str, str]]:
     ]
 
 
+def _advanced_engagement_rows(tasks: list[ClientServiceTaskInstance]) -> list[dict[str, Any]]:
+    grouped: dict[int, list[ClientServiceTaskInstance]] = {}
+    for task in tasks:
+        grouped.setdefault(int(task.subscription_id), []).append(task)
+    rows: list[dict[str, Any]] = []
+    for subscription_id, group in grouped.items():
+        first = group[0]
+        subscription = getattr(first, "subscription", None)
+        weighted = _weighted_progress(group)
+        sla = _engagement_sla(subscription, group)
+        team = _engagement_team(subscription)
+        status_values = {(getattr(t, "status", None) or "pending").strip().lower() for t in group}
+        completed = sum(1 for t in group if (getattr(t, "status", None) or "pending").strip().lower() in CLOSED_TASK_STATUSES)
+        review_pending = sum(1 for t in group if (getattr(t, "manager_review_status", None) or "") == "pending" or (getattr(t, "partner_review_status", None) or "") == "pending" or (getattr(t, "review_partner_review_status", None) or "") == "pending")
+        if completed == len(group) and group:
+            status = "completed"
+        elif "blocked" in status_values or getattr(subscription, "workflow_pause_reason", None):
+            status = "blocked"
+        elif "in_progress" in status_values or completed:
+            status = "in_progress"
+        else:
+            status = "pending"
+        rows.append({
+            "subscription_id": subscription_id,
+            "client_name": getattr(getattr(first, "client", None), "client_name", None) or "Client",
+            "service_name": getattr(getattr(first, "catalogue", None), "service_name", None) or "Service",
+            "financial_year": getattr(first, "financial_year", None) or "-",
+            "status": status,
+            "task_count": len(group),
+            "completed_count": completed,
+            "review_pending": review_pending,
+            "progress_percent": weighted["progress_percent"],
+            "completed_weight": weighted["completed_weight"],
+            "total_weight": weighted["total_weight"],
+            "sla": sla,
+            "team": team,
+            "manager_name": next((m["name"] for m in team if m["role"] == "Manager"), "Unassigned"),
+            "staff_name": next((m["name"] for m in team if m["role"] == "Primary Staff"), "Unassigned"),
+            "partner_name": next((m["name"] for m in team if m["role"] == "Engagement Partner"), "Unassigned"),
+            "href": f"/employee/work/engagements/{subscription_id}",
+        })
+    rows.sort(key=lambda r: (r["sla"]["status"] == "breached", r["review_pending"], -r["progress_percent"]), reverse=True)
+    return rows
+
+
+def _capacity_rows(tasks: list[ClientServiceTaskInstance]) -> list[dict[str, Any]]:
+    by_user: dict[str, dict[str, Any]] = {}
+    for task in tasks:
+        user = getattr(task, "assigned_to", None)
+        name = getattr(user, "full_name", None) or getattr(user, "email", None) or "Unassigned"
+        row = by_user.setdefault(name, {"name": name, "open_weight": 0, "open_tasks": 0, "overdue": 0, "review": 0, "engagement_ids": set()})
+        status = (getattr(task, "status", None) or "pending").strip().lower()
+        if status not in CLOSED_TASK_STATUSES:
+            row["open_tasks"] += 1
+            row["open_weight"] += _weighted_progress([task])["total_weight"]
+            row["engagement_ids"].add(int(task.subscription_id))
+            if getattr(task, "internal_target_date", None) and task.internal_target_date < date.today():
+                row["overdue"] += 1
+        if status in REVIEW_STATUSES:
+            row["review"] += 1
+    out=[]
+    for row in by_user.values():
+        score = row["open_weight"] + row["review"] * 2 + row["overdue"] * 3
+        row["engagement_count"] = len(row.pop("engagement_ids"))
+        row["capacity_score"] = score
+        row["load_status"] = "Heavy" if score >= 55 else ("Balanced" if score >= 18 else "Light")
+        out.append(row)
+    out.sort(key=lambda r: r["capacity_score"], reverse=True)
+    return out
+
+
 def build_manager_dashboard_payload(db: Session, request, current_user) -> dict[str, Any]:
     scope = _scope(db, request, current_user)
     fy = _active_financial_year(request)
@@ -306,6 +383,11 @@ def build_manager_dashboard_payload(db: Session, request, current_user) -> dict[
 
     staff_rows = _staff_rows(db, scope, task_rows)
     client_rows = _client_rows(db, scope, task_rows)
+    advanced_engagements = _advanced_engagement_rows(tasks)
+    capacity_rows = _capacity_rows(tasks)
+    sla_breached = [row for row in advanced_engagements if row["sla"]["status"] == "breached"]
+    sla_warning = [row for row in advanced_engagements if row["sla"]["status"] in {"critical", "warning"}]
+    engagement_review_queue = [row for row in advanced_engagements if row["review_pending"]]
 
     tenant = getattr(scope, "tenant", None)
     branch = getattr(scope, "branch", None)
@@ -347,6 +429,11 @@ def build_manager_dashboard_payload(db: Session, request, current_user) -> dict[
         "staff_count": len(staff_rows),
         "client_count": len(client_rows),
         "escalation_count": len(escalation_rows),
+        "engagement_count": len(advanced_engagements),
+        "sla_breached_count": len(sla_breached),
+        "sla_warning_count": len(sla_warning),
+        "engagement_review_count": len(engagement_review_queue),
+        "heavy_capacity_count": len([row for row in capacity_rows if row["load_status"] == "Heavy"]),
         "today": today,
     }
 
@@ -368,6 +455,11 @@ def build_manager_dashboard_payload(db: Session, request, current_user) -> dict[
         "service_summary": sorted([{"label": k, "count": v} for k, v in service_summary.items()], key=lambda x: x["count"], reverse=True)[:10],
         "staff_rows": staff_rows,
         "clients": client_rows,
+        "advanced_engagements": advanced_engagements,
+        "capacity_rows": capacity_rows,
+        "sla_breached": sla_breached,
+        "sla_warning": sla_warning,
+        "engagement_review_queue": engagement_review_queue,
         "reports": _report_cards(),
         "wizards": _wizard_cards(),
     }