Mar 04 2026: Implement customer's view functionalities - Phase 5

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2026-03-04 13:35:12 -05:00
parent 59f46f2110
commit 736cb04bcb
7 changed files with 763 additions and 0 deletions
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{% extends "base.html" %}
{% block title %}{{ title }}{% endblock %}
{% block content %}
<div class="row">
<div class="col-md-7 offset-md-2">
{% if customer %}
<div class="card shadow-sm mb-3">
<div class="card-body d-flex align-items-center justify-content-between">
<div>
<span class="fw-semibold me-2">Account Status:</span>
<span class="badge fs-6 bg-{{ 'success' if customer.active else 'secondary' }}">
{{ 'Active' if customer.active else 'Disabled' }}
</span>
<div class="form-text mt-1">
{% if customer.active %}
Disabling prevents the customer from logging in immediately.
{% else %}
This account is currently disabled — the customer cannot log in.
{% endif %}
</div>
</div>
<form method="POST" action="{{ url_for('customers.toggle_active', customer_id=customer.id) }}">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<button type="submit"
class="btn btn-sm {{ 'btn-outline-warning' if customer.active else 'btn-outline-success' }}"
onclick="return confirm('{{ 'Disable' if customer.active else 'Enable' }} {{ customer.username }}?')">
<i class="bi bi-{{ 'person-slash' if customer.active else 'person-check' }} me-1"></i>
{{ 'Disable Account' if customer.active else 'Enable Account' }}
</button>
</form>
</div>
</div>
{% endif %}
<div class="card shadow-sm">
<div class="card-header bg-primary text-white">
<h4 class="mb-0"><i class="bi bi-person-badge me-2"></i>{{ title }}</h4>
</div>
<div class="card-body">
<form method="POST">
{{ form.hidden_tag() }}
<div class="row">
<div class="col-md-6 mb-3">
{{ form.username.label(class="form-label") }}
{{ form.username(class="form-control") }}
{% if form.username.errors %}
<div class="text-danger small mt-1">
{% for e in form.username.errors %}{{ e }}{% endfor %}
</div>
{% endif %}
</div>
<div class="col-md-6 mb-3">
{{ form.email.label(class="form-label") }}
{{ form.email(class="form-control") }}
{% if form.email.errors %}
<div class="text-danger small mt-1">
{% for e in form.email.errors %}{{ e }}{% endfor %}
</div>
{% endif %}
</div>
</div>
<div class="row">
<div class="col-md-6 mb-3">
{{ form.password.label(class="form-label") }}
{{ form.password(class="form-control",
placeholder="Leave blank to keep current" if customer else "Min. 8 characters") }}
{% if form.password.errors %}
<div class="text-danger small mt-1">
{% for e in form.password.errors %}{{ e }}{% endfor %}
</div>
{% endif %}
</div>
<div class="col-md-6 mb-3">
{{ form.confirm_password.label(class="form-label") }}
{{ form.confirm_password(class="form-control") }}
{% if form.confirm_password.errors %}
<div class="text-danger small mt-1">
{% for e in form.confirm_password.errors %}{{ e }}{% endfor %}
</div>
{% endif %}
</div>
</div>
<div class="d-flex gap-2 mt-2">
<button type="submit" class="btn btn-primary">
<i class="bi bi-save me-1"></i>
{{ 'Save Changes' if customer else 'Create Customer' }}
</button>
{% if customer %}
<a href="{{ url_for('customers.manage', customer_id=customer.id) }}"
class="btn btn-secondary">
<i class="bi bi-x-circle me-1"></i> Cancel
</a>
{% else %}
<a href="{{ url_for('customers.index') }}" class="btn btn-secondary">
<i class="bi bi-x-circle me-1"></i> Cancel
</a>
{% endif %}
</div>
</form>
</div>
</div>
</div>
</div>
{% endblock %}
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{% extends "base.html" %}
{% block title %}Customer Management{% endblock %}
{% block content %}
<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>
</div>
<div class="col-auto">
<a href="{{ url_for('customers.create') }}" class="btn btn-primary">
<i class="bi bi-person-plus"></i> New Customer
</a>
</div>
</div>
{% if customers %}
<div class="card shadow-sm">
<div class="card-body p-0">
<div class="table-responsive">
<table class="table table-hover mb-0">
<thead class="table-light">
<tr>
<th>Username</th>
<th>Email</th>
<th>Status</th>
<th>Assigned Projects</th>
<th>Accessible Facilities</th>
<th>Created</th>
<th width="160"></th>
</tr>
</thead>
<tbody>
{% for customer in customers %}
{% set assignments = assignment_map[customer.id] %}
{% set facility_ids = scope_map[customer.id] %}
<tr class="{{ 'table-secondary text-muted' if not customer.active else '' }}">
<td>
<strong>
<a href="{{ url_for('customers.manage', customer_id=customer.id) }}"
class="text-decoration-none">
{{ customer.username }}
</a>
</strong>
</td>
<td class="small text-muted">{{ customer.email }}</td>
<td>
{% if customer.active %}
<span class="badge bg-success">Active</span>
{% else %}
<span class="badge bg-secondary">Disabled</span>
{% endif %}
</td>
<td>
{% if assignments %}
{% set project_names = assignments | map(attribute='project') | map(attribute='name') | unique | list %}
{% for pname in project_names %}
<span class="badge bg-primary me-1">{{ pname }}</span>
{% endfor %}
{% else %}
<span class="text-muted small">— None —</span>
{% endif %}
</td>
<td>
{% if facility_ids %}
<span class="badge bg-info text-dark">{{ facility_ids|length }} facilit{{ 'y' if facility_ids|length == 1 else 'ies' }}</span>
{% else %}
<span class="text-muted small">— None —</span>
{% endif %}
</td>
<td class="small text-muted">{{ customer.created_at.strftime('%Y-%m-%d') }}</td>
<td class="text-end">
<a href="{{ url_for('customers.manage', customer_id=customer.id) }}"
class="btn btn-sm btn-outline-primary" title="Manage">
<i class="bi bi-gear"></i>
</a>
<a href="{{ url_for('customers.edit', customer_id=customer.id) }}"
class="btn btn-sm btn-outline-secondary" title="Edit">
<i class="bi bi-pencil"></i>
</a>
<form method="POST"
action="{{ url_for('customers.toggle_active', customer_id=customer.id) }}"
class="d-inline">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<button type="submit"
class="btn btn-sm {{ 'btn-outline-warning' if customer.active else 'btn-outline-success' }}"
title="{{ 'Disable' if customer.active else 'Enable' }}"
onclick="return confirm('{{ 'Disable' if customer.active else 'Enable' }} {{ customer.username }}?')">
<i class="bi bi-{{ 'person-slash' if customer.active else 'person-check' }}"></i>
</button>
</form>
</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
</div>
</div>
{# ── Summary footer ── #}
<div class="mt-3 text-muted small">
{{ customers|length }} customer account{{ 's' if customers|length != 1 else '' }} total
· {{ customers|selectattr('active')|list|length }} active
</div>
{% else %}
<div class="card shadow-sm">
<div class="card-body text-center py-5 text-muted">
<i class="bi bi-person-badge fs-1 d-block mb-3 opacity-25"></i>
<p class="mb-3">No customer accounts have been created yet.</p>
<a href="{{ url_for('customers.create') }}" class="btn btn-primary">
<i class="bi bi-person-plus"></i> Create First Customer
</a>
</div>
</div>
{% endif %}
{% endblock %}
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{% extends "base.html" %}
{% block title %}{{ customer.username }} — Customer Portal{% endblock %}
{% block content %}
<div class="row mb-4 align-items-center">
<div class="col">
<h2>
<i class="bi bi-person-badge"></i> {{ customer.username }}
{% if not customer.active %}
<span class="badge bg-secondary ms-2 fs-6">Disabled</span>
{% else %}
<span class="badge bg-success ms-2 fs-6">Active</span>
{% endif %}
</h2>
<p class="text-muted mb-0 small">{{ customer.email }}</p>
</div>
<div class="col-auto d-flex gap-2">
<a href="{{ url_for('customers.edit', customer_id=customer.id) }}"
class="btn btn-outline-secondary btn-sm">
<i class="bi bi-pencil"></i> Edit Account
</a>
<form method="POST"
action="{{ url_for('customers.toggle_active', customer_id=customer.id) }}">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<button type="submit"
class="btn btn-sm {{ 'btn-outline-warning' if customer.active else 'btn-outline-success' }}"
onclick="return confirm('{{ 'Disable' if customer.active else 'Enable' }} {{ customer.username }}?')">
<i class="bi bi-{{ 'person-slash' if customer.active else 'person-check' }} me-1"></i>
{{ 'Disable' if customer.active else 'Enable' }}
</button>
</form>
<a href="{{ url_for('customers.index') }}" class="btn btn-outline-primary btn-sm">
<i class="bi bi-arrow-left"></i> All Customers
</a>
</div>
</div>
<div class="row g-4">
{# ── Left column: account info + scoped facilities ── #}
<div class="col-md-4">
<div class="card shadow-sm mb-3">
<div class="card-header bg-light fw-semibold">
<i class="bi bi-person-circle me-1"></i> Account Details
</div>
<div class="card-body">
<dl class="row mb-0 small">
<dt class="col-5 text-muted">Username</dt>
<dd class="col-7">{{ customer.username }}</dd>
<dt class="col-5 text-muted">Email</dt>
<dd class="col-7">{{ customer.email }}</dd>
<dt class="col-5 text-muted">Status</dt>
<dd class="col-7">
<span class="badge bg-{{ 'success' if customer.active else 'secondary' }}">
{{ 'Active' if customer.active else 'Disabled' }}
</span>
</dd>
<dt class="col-5 text-muted">Created</dt>
<dd class="col-7">{{ customer.created_at.strftime('%Y-%m-%d') }}</dd>
<dt class="col-5 text-muted">Assignments</dt>
<dd class="col-7">{{ assignments|length }}</dd>
<dt class="col-5 text-muted">Facilities</dt>
<dd class="col-7">{{ facilities|length }}</dd>
</dl>
</div>
</div>
{# ── Scoped facilities ── #}
<div class="card shadow-sm">
<div class="card-header bg-light fw-semibold">
<i class="bi bi-building me-1"></i> Accessible Facilities
</div>
{% if facilities %}
<div class="card-body p-0">
<ul class="list-group list-group-flush">
{% for f in facilities %}
<li class="list-group-item d-flex justify-content-between align-items-center
py-2 px-3 small">
<span>
<i class="bi bi-building text-muted me-1"></i>{{ f.name }}
</span>
{% if f.project %}
<span class="badge bg-primary" style="font-size:.65rem;">{{ f.project.name }}</span>
{% endif %}
</li>
{% endfor %}
</ul>
</div>
{% else %}
<div class="card-body text-muted small">
No facilities accessible yet — add an assignment below.
</div>
{% endif %}
</div>
</div>
{# ── Right column: assignments ── #}
<div class="col-md-8">
{# ── Current assignments table ── #}
<div class="card shadow-sm mb-4">
<div class="card-header bg-light fw-semibold d-flex justify-content-between align-items-center">
<span><i class="bi bi-diagram-3 me-1"></i> Project Assignments</span>
</div>
{% if assignments %}
<div class="card-body p-0">
<table class="table table-hover table-sm mb-0">
<thead class="table-light">
<tr>
<th>Project</th>
<th>Facility Scope</th>
<th>Assigned</th>
<th width="60"></th>
</tr>
</thead>
<tbody>
{% for a in assignments %}
<tr>
<td class="small">
<a href="{{ url_for('projects.view', project_id=a.project_id) }}"
class="text-decoration-none">
{{ a.project.name }}
</a>
</td>
<td>
{% if a.facility %}
<span class="badge bg-info text-dark small">{{ a.facility.name }}</span>
{% else %}
<span class="badge bg-secondary small">All facilities</span>
{% endif %}
</td>
<td class="text-muted small">{{ a.created_at.strftime('%Y-%m-%d') }}</td>
<td>
<form method="POST"
action="{{ url_for('customers.remove_assignment', assignment_id=a.id) }}"
onsubmit="return confirm('Remove this assignment?');">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<button type="submit" class="btn btn-sm btn-outline-danger"
title="Remove">
<i class="bi bi-x-lg"></i>
</button>
</form>
</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
{% else %}
<div class="card-body text-muted small">No assignments yet.</div>
{% endif %}
</div>
{# ── Add assignment form ── #}
<div class="card shadow-sm">
<div class="card-header bg-light fw-semibold">
<i class="bi bi-plus-circle me-1"></i> Add Assignment
</div>
<div class="card-body">
<form method="POST"
action="{{ url_for('customers.add_assignment', customer_id=customer.id) }}">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<div class="row g-3 align-items-end">
<div class="col-md-5">
<label class="form-label small fw-semibold">Project</label>
<select name="project_id" id="proj-select" class="form-select form-select-sm"
required>
<option value="">— Select project —</option>
{% for p in projects %}
<option value="{{ p.id }}">{{ p.name }}</option>
{% endfor %}
</select>
</div>
<div class="col-md-5">
<label class="form-label small fw-semibold">Facility Scope</label>
<select name="facility_id" id="fac-select" class="form-select form-select-sm">
<option value="">— All facilities in project —</option>
</select>
<div class="form-text" style="font-size:.72rem;">
Leave blank to grant access to all facilities in the project.
</div>
</div>
<div class="col-md-2">
<button type="submit" class="btn btn-primary btn-sm w-100">
<i class="bi bi-plus-circle me-1"></i> Add
</button>
</div>
</div>
</form>
</div>
</div>
</div>
</div>
{% endblock %}
{% block extra_js %}
<script>
(function () {
'use strict';
const projSelect = document.getElementById('proj-select');
const facSelect = document.getElementById('fac-select');
projSelect.addEventListener('change', function () {
const projectId = this.value;
facSelect.innerHTML = '<option value="">— All facilities in project —</option>';
if (!projectId) return;
fetch('/customers/facilities-for-project/' + projectId, { credentials: 'same-origin' })
.then(r => r.json())
.then(data => {
data.forEach(function (f) {
const opt = document.createElement('option');
opt.value = f.id;
opt.textContent = f.name;
facSelect.appendChild(opt);
});
})
.catch(function () {});
});
}());
</script>
{% endblock %}