Files
LT_Janitorial_Quality_Control/app/templates/customers/manage.html
T

475 lines
20 KiB
HTML

{% 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.display_name }}
<span class="badge {{ 'bg-info text-dark' if customer.is_inspector else 'bg-primary' }} ms-2 fs-6">
{{ customer.role_label }}
</span>
{% 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 }}{% if customer.full_name %} · @{{ customer.username }}{% endif %}</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>
{# ── Switch role (admin only) ── #}
{% if current_user.role == 'admin' %}
{% set to_label = 'Customer Director' if customer.is_inspector else 'Customer Inspector' %}
<form method="POST"
action="{{ url_for('customers.switch_role', customer_id=customer.id) }}">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<button type="submit" class="btn btn-sm btn-outline-info"
title="Change what this account can do"
onclick="return confirm('Switch {{ customer.display_name }} from {{ customer.role_label }} to {{ to_label }}?\n\nTheir contracts are carried across.{% if not customer.is_inspector %}\n\nFacility-level limits do not exist for inspectors — an account limited to specific facilities will gain the whole contract.{% endif %}\n\nAny signed-in device will be logged out.')">
<i class="bi bi-arrow-left-right me-1"></i> Switch to {{ to_label }}
</button>
</form>
{% endif %}
<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">Full Name</dt>
<dd class="col-7">{{ customer.full_name or '—' }}</dd>
<dt class="col-5 text-muted">Role</dt>
<dd class="col-7">
<span class="badge {{ 'bg-info text-dark' if customer.is_inspector else 'bg-primary' }}">
{{ customer.role_label }}
</span>
<div class="text-muted" style="font-size:.72rem;">
{% if customer.is_inspector %}
Performs inspections and manages issues on their assigned contracts.
{% else %}
Portal access to their facilities' inspections, issues and reports.
{% endif %}
</div>
</dd>
<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">Password</dt>
<dd class="col-7">
{% if customer.password_set %}
<span class="badge bg-success"><i class="bi bi-check-circle me-1"></i>Set</span>
{% else %}
<span class="badge bg-warning text-dark"><i class="bi bi-hourglass-split me-1"></i>Pending setup</span>
{% endif %}
</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">{{ assigned_pids|length if customer.is_inspector else assignments|length }}</dd>
<dt class="col-5 text-muted">Facilities</dt>
<dd class="col-7">{{ facilities|length }}</dd>
</dl>
{% if not customer.password_set %}
<hr class="my-3">
<form method="POST"
action="{{ url_for('customers.resend_invite', customer_id=customer.id) }}">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<button type="submit" class="btn btn-outline-primary btn-sm w-100"
onclick="return confirm('Resend invitation email to {{ customer.email }}?')">
<i class="bi bi-send me-1"></i>Resend Invitation Email
</button>
</form>
{% endif %}
</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">
{% if customer.is_inspector %}
{# ══ Customer Inspector — whole contracts, no facility-level narrowing ══
Scoped by InspectorAssignment, the same rows an internal inspector uses.
Posts the COMPLETE checked set; unchecked contracts are removed. ══ #}
<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> Contract Assignments</span>
<span class="badge bg-secondary rounded-pill" id="assignedCount">
{{ assigned_pids|length }} assigned
</span>
</div>
<div class="card-body">
<p class="text-muted small">
A Customer Inspector sees only the contracts ticked here — with none
ticked they see nothing at all. Inspectors are assigned whole
contracts; there is no per-facility option for this role.
</p>
<form method="POST"
action="{{ url_for('customers.assign_contracts', customer_id=customer.id) }}">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<div class="mb-2">
<button type="button" class="btn btn-sm btn-outline-secondary" id="selectAll">Select all</button>
<button type="button" class="btn btn-sm btn-outline-secondary" id="deselectAll">Deselect all</button>
</div>
{% if projects %}
<div class="list-group list-group-flush mb-3"
style="max-height:340px;overflow-y:auto;">
{% for p in projects %}
<label class="list-group-item d-flex align-items-center gap-2 py-2">
<input class="form-check-input m-0 contract-check" type="checkbox"
name="project_ids" value="{{ p.id }}"
{% if p.id in assigned_pids %}checked{% endif %}>
<span class="small">{{ p.name }}</span>
</label>
{% endfor %}
</div>
<button type="submit" class="btn btn-primary btn-sm">
<i class="bi bi-check2 me-1"></i> Save Contract Assignments
</button>
{% else %}
<p class="text-muted small mb-0">No active contracts exist yet.</p>
{% endif %}
</form>
</div>
</div>
{% else %}
{# ══ Customer Director — contract or single-facility assignments ══ #}
{# ── 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> Contract 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>Contract</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">Contract</label>
<select name="project_id" id="proj-select" class="form-select form-select-sm"
required>
<option value="">— Select contract —</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 contract —</option>
</select>
<div class="form-text" style="font-size:.72rem;">
Leave blank to grant access to all facilities in the contract.
</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>
{% endif %}
{# ── Per-account notification matrix ─────────────────────────────────
Overrides the global Notification Matrix for THIS account only.
"Inherit" is the default and means "follow the global column", so it
keeps tracking future changes there — it is not a snapshot. #}
<div class="card shadow-sm mt-4">
<div class="card-header bg-light fw-semibold">
<i class="bi bi-bell me-1"></i> Notifications for this account
</div>
<div class="card-body">
<p class="text-muted small">
Each customer's enrollment form says which notifications their people
want, so these can differ per person. <strong>Inherit</strong> follows
the global Notification Matrix for
{{ customer.role_label }}s — including any later change to it. Choose
On or Off only where this account should differ.
</p>
<form method="POST"
action="{{ url_for('customers.save_notifications', customer_id=customer.id) }}">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<style>
/* The whole cell is the control. Padding (not min-height on the
input) gives the touch target, so the native radio keeps its
own box — see the note in ipad_responsive.css. */
.matrix-opt {
display: block;
padding: .55rem .25rem;
margin: 0;
cursor: pointer;
text-align: center;
}
.matrix-opt:hover { background: rgba(13,110,253,.06); }
.matrix-opt input { cursor: pointer; }
.matrix-opt-sub {
display: block;
font-size: .62rem;
color: #6c757d;
margin-top: 2px;
}
</style>
<div class="d-flex flex-wrap align-items-center gap-2 mb-2">
<span class="small text-muted">Set every row:</span>
<button type="button" class="btn btn-sm btn-outline-secondary" data-matrix-all="inherit">Inherit</button>
<button type="button" class="btn btn-sm btn-outline-success" data-matrix-all="on">On</button>
<button type="button" class="btn btn-sm btn-outline-danger" data-matrix-all="off">Off</button>
</div>
<div class="table-responsive">
<table class="table table-sm align-middle mb-3">
<thead class="table-light">
<tr>
<th>Event</th>
<th class="text-center" style="width:110px;">Inherit</th>
<th class="text-center" style="width:70px;">On</th>
<th class="text-center" style="width:70px;">Off</th>
</tr>
</thead>
<tbody>
{% for row in matrix_rows %}
<tr>
<td class="small">
{{ row.label }}
{% if row.override is not none %}
<span class="badge bg-warning text-dark ms-1" style="font-size:.6rem;">custom</span>
{% endif %}
</td>
{# Each option is a <label> filling its whole cell, so the
click target is the cell rather than the ~16px glyph. A
bare <input> in a centred <td> was effectively unclickable
at touch/narrow widths. #}
<td class="p-0">
<label class="matrix-opt" title="Follow the global matrix">
<input class="form-check-input" type="radio"
name="event_{{ row.event }}" value="inherit"
{% if row.override is none %}checked{% endif %}>
<span class="matrix-opt-sub">
currently {{ 'on' if row.global else 'off' }}
</span>
</label>
</td>
<td class="p-0">
<label class="matrix-opt" title="Always send this to this account">
<input class="form-check-input" type="radio"
name="event_{{ row.event }}" value="on"
{% if row.override is true %}checked{% endif %}>
</label>
</td>
<td class="p-0">
<label class="matrix-opt" title="Never send this to this account">
<input class="form-check-input" type="radio"
name="event_{{ row.event }}" value="off"
{% if row.override is false %}checked{% endif %}>
</label>
</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
<button type="submit" class="btn btn-primary btn-sm">
<i class="bi bi-check2 me-1"></i> Save Notification Settings
</button>
</form>
</div>
</div>
</div>
</div>
{% endblock %}
{% block extra_js %}
<script>
(function () {
'use strict';
// ── Customer Inspector: contract checkbox helpers ──
const checks = document.querySelectorAll('.contract-check');
const countBadge = document.getElementById('assignedCount');
function refreshCount() {
if (!countBadge) return;
const n = document.querySelectorAll('.contract-check:checked').length;
countBadge.textContent = n + ' assigned';
}
function setAll(state) {
checks.forEach(function (c) { c.checked = state; });
refreshCount();
}
const selectAll = document.getElementById('selectAll');
const deselectAll = document.getElementById('deselectAll');
if (selectAll) selectAll.addEventListener('click', function () { setAll(true); });
if (deselectAll) deselectAll.addEventListener('click', function () { setAll(false); });
checks.forEach(function (c) { c.addEventListener('change', refreshCount); });
// ── Notification matrix: set every row at once ──
document.querySelectorAll('[data-matrix-all]').forEach(function (btn) {
btn.addEventListener('click', function () {
var want = btn.getAttribute('data-matrix-all');
document.querySelectorAll('.matrix-opt input[type=radio]').forEach(function (r) {
if (r.value === want) { r.checked = true; }
});
});
});
// ── Customer Director: contract → facility cascade ──
// Both selects are absent on the inspector view, so bail out rather than
// throwing on addEventListener of null (which would kill the handlers above).
const projSelect = document.getElementById('proj-select');
const facSelect = document.getElementById('fac-select');
if (!projSelect || !facSelect) return;
projSelect.addEventListener('change', function () {
const projectId = this.value;
facSelect.innerHTML = '<option value="">— All facilities in contract —</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 %}