Add advanced employee engagement workflow controls phase 4
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A R R R Associates
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<div class="space-y-6">
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<section class="grid gap-4 md:grid-cols-2 xl:grid-cols-4">
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<div 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">Ageing risk</div></div>
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<div 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">Manager action</div></div>
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<div 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">Follow-up needed</div></div>
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<div class="af-metric-card"><div class="text-xs font-semibold uppercase text-slate-500">Escalation Items</div><div class="mt-2 text-3xl font-semibold text-slate-900">{{ overview.escalation_count }}</div><div class="mt-1 text-xs text-slate-500">Combined attention list</div></div>
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</section>
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<section class="grid gap-6 xl:grid-cols-[minmax(0,1fr)_340px]">
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<div class="af-card">
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<div class="mb-4 flex items-center justify-between gap-3"><div><h3 class="text-lg font-semibold text-slate-900">Escalation Register</h3><p class="text-sm text-slate-500">Unassigned, overdue and client-pending tasks sorted by urgency.</p></div><a href="/alerts" class="af-btn af-btn-primary">Open Alerts</a></div>
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{% set rows = escalations %}
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{% include 'modules/manager_dashboard/templates/manager_dashboard/partials/_task_table.html' %}
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</div>
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<aside class="space-y-4">
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<div class="af-card"><h3 class="font-semibold text-slate-900">Ageing Buckets</h3><div class="mt-4 space-y-2 text-sm">{% for item in age_buckets %}<div class="flex justify-between rounded-xl bg-slate-50 px-3 py-2"><span>{{ item.label }}</span><span class="font-semibold">{{ item.count }}</span></div>{% endfor %}</div></div>
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<div class="af-card"><h3 class="font-semibold text-slate-900">Escalation 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">Assign / Reassign Work</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 Pending Follow-up</a><a href="/employees/progress" class="rounded-xl border border-slate-200 px-3 py-2 text-sm font-semibold hover:bg-slate-50">Review Progress</a></div></div>
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</aside>
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</section>
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<section class="grid gap-4 md:grid-cols-2 xl:grid-cols-4"><div class="af-metric-card border-red-200 bg-red-50"><div class="text-xs font-semibold uppercase text-red-700">SLA Breached</div><div class="mt-2 text-3xl font-semibold text-red-700">{{ overview.sla_breached_count }}</div></div><div class="af-metric-card border-amber-200 bg-amber-50"><div class="text-xs font-semibold uppercase text-amber-700">SLA Warning</div><div class="mt-2 text-3xl font-semibold text-amber-700">{{ overview.sla_warning_count }}</div></div><div class="af-metric-card"><div class="text-xs font-semibold uppercase text-slate-500">Task Escalations</div><div class="mt-2 text-3xl font-semibold">{{ overview.escalation_count }}</div></div><div class="af-metric-card border-violet-200 bg-violet-50"><div class="text-xs font-semibold uppercase text-violet-700">Review Dependencies</div><div class="mt-2 text-3xl font-semibold text-violet-700">{{ overview.engagement_review_count }}</div></div></section>
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<section class="grid gap-6 xl:grid-cols-2"><div class="af-card overflow-x-auto"><h3 class="text-lg font-semibold">SLA Breaches</h3><p class="mb-4 text-sm text-slate-500">Engagement-level statutory/internal due-date breaches.</p><table class="min-w-full text-sm"><tbody>{% for row in sla_breached %}<tr class="border-b"><td class="px-3 py-3"><a href="{{ row.href }}" class="font-semibold text-brand-700">{{ row.client_name }} — {{ row.service_name }}</a><div class="text-xs text-slate-500">{{ row.financial_year }} · {{ row.progress_percent }}% complete</div></td><td class="px-3 py-3 text-right"><div class="font-semibold text-red-700">{{ row.sla.label }}</div><div class="text-xs text-slate-500">Age {{ row.sla.age_days }} day(s)</div></td></tr>{% else %}<tr><td class="px-3 py-8 text-center text-slate-500">No SLA breaches.</td></tr>{% endfor %}</tbody></table></div><div class="af-card overflow-x-auto"><h3 class="text-lg font-semibold">SLA Warning Window</h3><p class="mb-4 text-sm text-slate-500">Due within seven days.</p><table class="min-w-full text-sm"><tbody>{% for row in sla_warning %}<tr class="border-b"><td class="px-3 py-3"><a href="{{ row.href }}" class="font-semibold text-brand-700">{{ row.client_name }} — {{ row.service_name }}</a><div class="text-xs text-slate-500">{{ row.financial_year }} · {{ row.progress_percent }}% complete</div></td><td class="px-3 py-3 text-right font-semibold text-amber-700">{{ row.sla.label }}</td></tr>{% else %}<tr><td class="px-3 py-8 text-center text-slate-500">No engagements in warning window.</td></tr>{% endfor %}</tbody></table></div></section>
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<div class="af-card"><div class="mb-4 flex items-center justify-between"><div><h3 class="text-lg font-semibold">Existing Task Escalation Register</h3><p class="text-sm text-slate-500">Unassigned, overdue and client-pending tasks remain visible.</p></div><a href="/alerts" class="af-btn af-btn-primary">Open Alerts</a></div>{% set rows = escalations %}{% include 'modules/manager_dashboard/templates/manager_dashboard/partials/_task_table.html' %}</div>
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</div>
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<div class="space-y-6">
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<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>
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<section class="grid gap-4 md:grid-cols-3"><div class="af-metric-card"><div class="text-xs font-semibold uppercase text-slate-500">Engagements Awaiting Review</div><div class="mt-2 text-3xl font-semibold">{{ overview.engagement_review_count }}</div></div><div class="af-metric-card"><div class="text-xs font-semibold uppercase text-slate-500">Task Review Queue</div><div class="mt-2 text-3xl font-semibold">{{ overview.review_pending_count }}</div></div><div class="af-metric-card border-red-200 bg-red-50"><div class="text-xs font-semibold uppercase text-red-700">SLA Breached</div><div class="mt-2 text-3xl font-semibold text-red-700">{{ overview.sla_breached_count }}</div></div></section>
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<section class="af-card overflow-x-auto"><div class="mb-4"><h3 class="text-lg font-semibold text-slate-900">Engagement Review Dashboard</h3><p class="text-sm text-slate-500">Prioritised by review dependency, weighted completion and SLA ageing.</p></div><table class="min-w-full text-sm"><thead><tr class="border-b text-left text-xs uppercase text-slate-500"><th class="px-3 py-2">Engagement</th><th class="px-3 py-2">Review Pending</th><th class="px-3 py-2">Weighted Progress</th><th class="px-3 py-2">SLA / Age</th><th class="px-3 py-2">Action</th></tr></thead><tbody>{% for row in engagement_review_queue %}<tr class="border-b border-slate-100"><td class="px-3 py-3"><div class="font-semibold">{{ row.client_name }}</div><div class="text-xs text-slate-500">{{ row.service_name }} · {{ row.financial_year }}</div></td><td class="px-3 py-3 font-semibold text-violet-700">{{ row.review_pending }}</td><td class="px-3 py-3">{{ row.progress_percent }}%</td><td class="px-3 py-3"><div class="{% if row.sla.status == 'breached' %}text-red-700{% else %}text-amber-700{% endif %}">{{ row.sla.label }}</div><div class="text-xs text-slate-500">{{ row.sla.age_days }} day(s)</div></td><td class="px-3 py-3"><a href="{{ row.href }}" class="af-btn af-btn-primary">Open Workflow</a></td></tr>{% else %}<tr><td colspan="5" class="px-3 py-8 text-center text-slate-500">No engagement review dependencies.</td></tr>{% endfor %}</tbody></table></section>
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<div class="af-card"><div class="mb-4"><h3 class="text-lg font-semibold">Detailed Task Review Queue</h3><p class="text-sm text-slate-500">Existing task-level review workflow remains available.</p></div>{% set rows = review_queue %}{% include 'modules/manager_dashboard/templates/manager_dashboard/partials/_task_table.html' %}</div>
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</div>
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<div class="space-y-6">
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<section class="grid gap-4 md:grid-cols-2 xl:grid-cols-5">
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<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>
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<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>
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<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>
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<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>
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<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>
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<section class="grid gap-4 md:grid-cols-2 xl:grid-cols-4">
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<div class="af-metric-card"><div class="text-xs font-semibold uppercase text-slate-500">Visible Engagements</div><div class="mt-2 text-3xl font-semibold">{{ overview.engagement_count }}</div></div>
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<div class="af-metric-card border-red-200 bg-red-50"><div class="text-xs font-semibold uppercase text-red-700">SLA Breached</div><div class="mt-2 text-3xl font-semibold text-red-700">{{ overview.sla_breached_count }}</div></div>
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<div class="af-metric-card border-amber-200 bg-amber-50"><div class="text-xs font-semibold uppercase text-amber-700">SLA Warning</div><div class="mt-2 text-3xl font-semibold text-amber-700">{{ overview.sla_warning_count }}</div></div>
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<div class="af-metric-card border-violet-200 bg-violet-50"><div class="text-xs font-semibold uppercase text-violet-700">Heavy Capacity</div><div class="mt-2 text-3xl font-semibold text-violet-700">{{ overview.heavy_capacity_count }}</div></div>
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</section>
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<section class="af-card overflow-x-auto">
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<div class="mb-4 flex items-center justify-between"><div><h3 class="text-lg font-semibold text-slate-900">Engagement Capacity Plan</h3><p class="text-sm text-slate-500">Derived from open task weight, review load and overdue work. Existing assignments remain unchanged.</p></div><a href="/manager/work" class="af-btn af-btn-primary">Assign / Reassign</a></div>
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<table class="min-w-full text-sm"><thead><tr class="border-b text-left text-xs uppercase text-slate-500"><th class="px-3 py-2">Team Member</th><th class="px-3 py-2">Engagements</th><th class="px-3 py-2">Open Tasks</th><th class="px-3 py-2">Weighted Load</th><th class="px-3 py-2">Review</th><th class="px-3 py-2">Overdue</th><th class="px-3 py-2">Capacity</th></tr></thead><tbody>{% for row in capacity_rows %}<tr class="border-b border-slate-100"><td class="px-3 py-3 font-semibold">{{ row.name }}</td><td class="px-3 py-3">{{ row.engagement_count }}</td><td class="px-3 py-3">{{ row.open_tasks }}</td><td class="px-3 py-3">{{ row.open_weight }}</td><td class="px-3 py-3">{{ row.review }}</td><td class="px-3 py-3">{{ row.overdue }}</td><td class="px-3 py-3"><span class="rounded-full px-2 py-1 text-xs font-semibold {% if row.load_status == 'Heavy' %}bg-red-100 text-red-700{% elif row.load_status == 'Balanced' %}bg-emerald-100 text-emerald-700{% else %}bg-blue-100 text-blue-700{% endif %}">{{ row.load_status }}</span></td></tr>{% else %}<tr><td colspan="7" class="px-3 py-8 text-center text-slate-500">No visible workload.</td></tr>{% endfor %}</tbody></table>
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</section>
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<section class="af-card overflow-x-auto"><div class="mb-4"><h3 class="text-lg font-semibold text-slate-900">Engagement Team & Weighted Progress</h3><p class="text-sm text-slate-500">One row per engagement using existing Partner, Manager, Staff and Review Partner assignments.</p></div>
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<table class="min-w-full text-sm"><thead><tr class="border-b text-left text-xs uppercase text-slate-500"><th class="px-3 py-2">Engagement</th><th class="px-3 py-2">Team</th><th class="px-3 py-2">Progress</th><th class="px-3 py-2">SLA</th><th class="px-3 py-2">Status</th></tr></thead><tbody>{% for row in advanced_engagements %}<tr class="border-b border-slate-100"><td class="px-3 py-3"><a class="font-semibold text-brand-700" href="{{ row.href }}">{{ row.client_name }} — {{ row.service_name }}</a><div class="text-xs text-slate-500">{{ row.financial_year }}</div></td><td class="px-3 py-3 text-xs"><div>Staff: {{ row.staff_name }}</div><div>Manager: {{ row.manager_name }}</div><div>Partner: {{ row.partner_name }}</div></td><td class="px-3 py-3"><div class="font-semibold">{{ row.progress_percent }}%</div><div class="mt-1 h-1.5 w-32 overflow-hidden rounded-full bg-slate-100"><div class="h-full bg-brand-600" style="width: {{ row.progress_percent }}%"></div></div><div class="mt-1 text-xs text-slate-500">{{ row.completed_weight }}/{{ row.total_weight }} weighted</div></td><td class="px-3 py-3"><span class="text-xs font-semibold {% if row.sla.status == 'breached' %}text-red-700{% elif row.sla.status in ['critical','warning'] %}text-amber-700{% else %}text-emerald-700{% endif %}">{{ row.sla.label }}</span><div class="text-xs text-slate-500">Age {{ row.sla.age_days }} day(s)</div></td><td class="px-3 py-3"><span class="rounded-full bg-slate-100 px-2 py-1 text-xs font-semibold">{{ row.status.replace('_',' ').title() }}</span></td></tr>{% endfor %}</tbody></table>
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</section>
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<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>
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</div>
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