A R R R Associates
89 lines
8.1 KiB
HTML
89 lines
8.1 KiB
HTML
{% extends "ui/templates/base/layout.html" %}
|
|
{% block content %}
|
|
<div class="space-y-6">
|
|
<div class="flex flex-wrap items-center justify-between gap-3">
|
|
<div>
|
|
<h2 class="text-xl font-semibold text-slate-900">Engagements</h2>
|
|
<p class="text-sm text-slate-500">Year-wise client service engagements with locking for completed years.</p>
|
|
</div>
|
|
{% if can_manage %}
|
|
<div class="flex flex-wrap gap-2">
|
|
<a href="/services/bulk-imports" class="rounded-xl border border-emerald-300 px-4 py-2 text-sm font-medium text-emerald-700 hover:bg-emerald-50">Bulk Assign by Excel</a>
|
|
<a href="/services/engagements/new" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700">Assign Service</a>
|
|
</div>
|
|
{% endif %}
|
|
</div>
|
|
|
|
{% if locked_count or skipped_count %}
|
|
<div class="rounded-2xl border border-slate-200 bg-white p-4 text-sm shadow-soft">
|
|
{% if locked_count %}<span class="font-medium text-emerald-700">{{ locked_count }} engagement{{ 's' if locked_count != 1 else '' }} locked.</span>{% endif %}
|
|
{% if skipped_count %}<span class="ml-2 font-medium text-amber-700">{{ skipped_count }} skipped because already locked or not permitted.</span>{% endif %}
|
|
</div>
|
|
{% endif %}
|
|
|
|
<form method="get" class="flex flex-wrap items-end gap-3 rounded-2xl bg-white p-4 shadow-soft">
|
|
<div>
|
|
<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Financial Year</label>
|
|
<input type="text" name="financial_year" value="{{ financial_year or '' }}" placeholder="2025-26" class="w-36 rounded-xl border border-slate-300 px-3 py-2 text-sm">
|
|
</div>
|
|
<div>
|
|
<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Search</label>
|
|
<input type="text" name="q" value="{{ q or '' }}" placeholder="Client or service" class="w-72 rounded-xl border border-slate-300 px-3 py-2 text-sm">
|
|
</div>
|
|
<label class="inline-flex items-center gap-2 pb-2 text-sm text-slate-700">
|
|
<input type="checkbox" name="include_inactive" value="true" {% if include_inactive %}checked{% endif %}>
|
|
Include inactive
|
|
</label>
|
|
<button class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">Filter</button>
|
|
</form>
|
|
|
|
<form method="post" action="/services/engagements/bulk-lock" class="space-y-3" onsubmit="return confirm('Lock selected engagements? Locked engagements become read-only history.');">
|
|
<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
|
|
<input type="hidden" name="financial_year" value="{{ financial_year or '' }}">
|
|
<input type="hidden" name="q" value="{{ q or '' }}">
|
|
{% if include_inactive %}<input type="hidden" name="include_inactive" value="true">{% endif %}
|
|
{% if can_lock_engagements %}
|
|
<div class="flex flex-wrap items-center justify-between gap-3 rounded-2xl border border-slate-200 bg-white p-4 shadow-soft">
|
|
<p class="text-sm text-slate-600">Select completed engagements and lock them in bulk. Locked engagements become read-only history.</p>
|
|
<button type="submit" class="rounded-xl bg-amber-600 px-4 py-2 text-sm font-medium text-white hover:bg-amber-700">Lock Selected Engagements</button>
|
|
</div>
|
|
{% endif %}
|
|
|
|
<div class="overflow-hidden rounded-2xl bg-white shadow-soft">
|
|
<table class="min-w-full divide-y divide-slate-200">
|
|
<thead class="bg-slate-50">
|
|
<tr>
|
|
{% if can_lock_engagements %}<th class="w-10 px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500"><input type="checkbox" onclick="document.querySelectorAll('.engagement-lock-checkbox').forEach(cb => cb.checked = this.checked)"></th>{% endif %}
|
|
<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Client</th>
|
|
<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Service</th>
|
|
<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">FY / AY</th>
|
|
<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Due Date</th>
|
|
<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Type</th>
|
|
<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Assigned Users</th>
|
|
<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Status</th>
|
|
<th class="px-4 py-3 text-right text-xs font-semibold uppercase tracking-wide text-slate-500">Action</th>
|
|
</tr>
|
|
</thead>
|
|
<tbody class="divide-y divide-slate-100">
|
|
{% for row in rows %}
|
|
<tr>
|
|
{% if can_lock_engagements %}<td class="px-4 py-3 text-sm">{% if not row.is_locked %}<input type="checkbox" class="engagement-lock-checkbox rounded border-slate-300" name="subscription_ids" value="{{ row.id }}">{% endif %}</td>{% endif %}
|
|
<td class="px-4 py-3 text-sm"><div class="font-medium text-slate-900">{{ row.client.client_name if row.client else '-' }}</div><div class="text-xs text-slate-500">{{ row.client.client_code if row.client else '' }}</div></td>
|
|
<td class="px-4 py-3 text-sm"><div class="font-medium text-slate-900">{{ row.catalogue.service_name if row.catalogue else '-' }}</div><div class="text-xs text-slate-500">{{ row.catalogue.service_code if row.catalogue else '' }}</div></td>
|
|
<td class="px-4 py-3 text-xs text-slate-600"><div>FY: {{ row.financial_year or '-' }}</div><div>AY: {{ row.assessment_year or '-' }}</div></td>
|
|
<td class="px-4 py-3 text-xs text-slate-600"><div>Current: <span class="font-medium text-slate-900">{{ row.current_due_date or '-' }}</span></div><div>Original: {{ row.original_due_date or '-' }}</div>{% if row.expiry_date %}<div>Expiry: {{ row.expiry_date }}</div>{% endif %}{% if row.due_date_source %}<div class="text-slate-500">{{ row.due_date_source|replace('_',' ')|title }}</div>{% endif %}</td>
|
|
<td class="px-4 py-3 text-sm text-slate-700">{{ 'Assurance' if row.engagement_type == 'assurance' else 'Non-Assurance' }}</td>
|
|
<td class="px-4 py-3 text-xs text-slate-600"><div>Partner: {{ row.assigned_partner.full_name if row.assigned_partner and row.assigned_partner.full_name else (row.assigned_partner.email if row.assigned_partner else '-') }}</div><div>Manager: {{ row.assigned_manager.full_name if row.assigned_manager and row.assigned_manager.full_name else (row.assigned_manager.email if row.assigned_manager else '-') }}</div><div>Staff: {{ row.assigned_staff.full_name if row.assigned_staff and row.assigned_staff.full_name else (row.assigned_staff.email if row.assigned_staff else '-') }}</div><div>Review: {{ row.review_partner.full_name if row.review_partner and row.review_partner.full_name else (row.review_partner.email if row.review_partner else '-') }}</div></td>
|
|
<td class="px-4 py-3 text-sm"><span class="rounded-full px-2 py-1 text-xs font-medium {% if row.is_locked %}bg-amber-100 text-amber-700{% elif row.is_active and row.status == 'active' %}bg-emerald-100 text-emerald-700{% else %}bg-slate-200 text-slate-700{% endif %}">{{ 'Locked' if row.is_locked else row.status|replace('_',' ')|title }}{% if not row.is_active %} / Inactive{% endif %}</span></td>
|
|
<td class="px-4 py-3 text-right text-sm"><a href="/services/engagements/{{ row.id }}" class="font-medium text-brand-700 hover:underline">View</a>{% if can_view_documents(current_user, current_user_permissions, current_user_roles) %}<a href="/documents/engagements/{{ row.id }}" class="ml-3 font-medium text-brand-700 hover:underline">Docs</a>{% endif %}{% if can_manage and not row.is_locked %}<a href="/services/engagements/{{ row.id }}/edit" class="ml-3 font-medium text-brand-700 hover:underline">Edit</a>{% endif %}</td>
|
|
</tr>
|
|
{% else %}
|
|
<tr><td colspan="{{ 9 if can_lock_engagements else 8 }}" class="px-4 py-8 text-center text-sm text-slate-500">No engagements found for this financial year.</td></tr>
|
|
{% endfor %}
|
|
</tbody>
|
|
</table>
|
|
</div>
|
|
</form>
|
|
</div>
|
|
{% endblock %}
|