Aug 17 - Update customer roles management

This commit is contained in:
2026-08-17 14:18:10 -04:00
parent 3209a0c717
commit 5486145a24
24 changed files with 1119 additions and 191 deletions
+18 -2
View File
@@ -5,7 +5,11 @@
<div class="row mb-4 align-items-center">
<div class="col">
<h2><i class="bi bi-person-badge"></i> Customer Management</h2>
<p class="text-muted mb-0">Manage portal access for all customer accounts.</p>
<p class="text-muted mb-0">
Manage both customer-side roles — <strong>Customer Directors</strong>
(portal access) and <strong>Customer Inspectors</strong> (perform
inspections on their contracts).
</p>
</div>
<div class="col-auto d-flex gap-2">
<a href="{{ url_for('customers.bulk_import') }}" class="btn btn-outline-success">
@@ -55,6 +59,7 @@
<tr>
<th>Username</th>
<th>Full Name</th>
<th>Role</th>
<th>Email</th>
<th>Status</th>
<th>Assigned Contracts</th>
@@ -65,7 +70,11 @@
</thead>
<tbody>
{% for customer in customers %}
{% set assignments = assignment_map[customer.id] %}
{# Inspectors are scoped by InspectorAssignment, directors by
CustomerAssignment — read the map that matches the role. #}
{% set assignments = inspector_assignment_map[customer.id]
if customer.is_inspector
else assignment_map[customer.id] %}
{% set facility_ids = scope_map[customer.id] %}
<tr class="{{ 'table-secondary text-muted' if not customer.active else '' }}">
<td>
@@ -77,6 +86,11 @@
</strong>
</td>
<td>{{ customer.full_name or '—' }}</td>
<td>
<span class="badge {{ 'bg-info text-dark' if customer.is_inspector else 'bg-primary' }}">
{{ customer.role_label }}
</span>
</td>
<td class="small text-muted">{{ customer.email }}</td>
<td>
{% if customer.active %}
@@ -136,6 +150,8 @@
<div class="mt-3 text-muted small">
{{ customers|length }} customer account{{ 's' if customers|length != 1 else '' }} total
· {{ customers|selectattr('active')|list|length }} active
· {{ customers|rejectattr('is_inspector')|list|length }} director{{ 's' if customers|rejectattr('is_inspector')|list|length != 1 else '' }}
· {{ customers|selectattr('is_inspector')|list|length }} inspector{{ 's' if customers|selectattr('is_inspector')|list|length != 1 else '' }}
</div>
{% else %}