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theskumartheskumar
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Refractor the reporting dasboard (#4493)
- Combine the "Past Reports" into reports - Always Show the reports card - Update how the UI is display if there are not reports are submitted yet - If the report has a draft, show "continue editing" instead of "edit" - Use @register_object_permission for "update_project_reports"
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+103
-98
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5 files changed

+103
-98
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‎hypha/apply/projects/permissions.py

+12-2
Original file line numberDiff line numberDiff line change
@@ -4,7 +4,7 @@
44

55
from hypha.apply.activity.adapters.utils import get_users_for_groups
66
from hypha.apply.users.models import User
7-
from hypha.apply.users.roles import Staff
7+
from hypha.apply.users.roles import Staff, StaffAdmin
88

99
from .models.project import (
1010
CLOSING,
@@ -415,6 +415,17 @@ def upload_project_documents(role, user, project) -> bool:
415415
return False
416416

417417

418+
@register_object_checker()
419+
def update_project_report(role, user, project) -> bool:
420+
if not user.is_authenticated:
421+
return False
422+
if project.status != INVOICING_AND_REPORTING:
423+
return False
424+
if role == StaffAdmin or user == project.user:
425+
return True
426+
return False
427+
428+
418429
permissions_map = {
419430
"contract_approve": can_approve_contract,
420431
"contract_upload": can_upload_contract,
@@ -423,7 +434,6 @@ def upload_project_documents(role, user, project) -> bool:
423434
"paf_approvers_assign": can_assign_paf_approvers,
424435
"update_paf_assigned_approvers": can_update_assigned_paf_approvers, # Permission for UpdateAssignApproversView
425436
"project_status_update": can_update_project_status,
426-
"project_reports_update": can_update_project_reports,
427437
"report_update": can_update_report,
428438
"report_config_update": can_update_report_config,
429439
"report_view": can_view_report,

‎hypha/apply/projects/reports/templates/reports/includes/reports.html

+83-85
Original file line numberDiff line numberDiff line change
@@ -1,36 +1,36 @@
11
{% load i18n project_tags heroicons %}
2+
{% load can from permission_tags %}
23

3-
{% user_can_update_project_reports object user as can_update_project_reports %}
4-
{% if can_update_project_reports %}
5-
<section class="docs-block wrapper--outer-space-large">
6-
<div class="docs-block__header">
7-
<h2 class="m-0 text-lg font-semibold">
8-
{% trans "Reports" %}
9-
</h2>
4+
{% can "update_project_report" object as can_update_project_reports %}
105

11-
{% user_can_update_report_config object user as can_update_report_config %}
12-
{% if can_update_report_config %}
13-
<p class="m-0 text-fg-muted">
14-
15-
{{ object.report_config.get_frequency_display }} &middot;
6+
<section class="docs-block wrapper--outer-space-large">
7+
<header class="docs-block__header">
8+
<h2 class="m-0 text-lg font-semibold">
9+
{% trans "Reports" %}
10+
</h2>
1611

17-
<a
18-
class="font-semibold"
19-
href="{% url 'apply:projects:report_frequency_update' pk=object.submission.id %}"
20-
hx-get="{% url 'apply:projects:report_frequency_update' pk=object.submission.id %}"
21-
hx-target="#htmx-modal"
22-
>
23-
{% if object.report_config.disable_reporting %}
24-
{% trans "Enable" %}
25-
{% else %}
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{% trans "Update" %}
27-
{% endif %}
28-
</a>
29-
</p>
30-
{% endif %}
31-
</div>
12+
{% user_can_update_report_config object user as can_update_report_config %}
13+
{% if can_update_report_config %}
14+
<p class="m-0 text-fg-muted">
15+
{{ object.report_config.get_frequency_display }} &middot;
16+
<a
17+
class="font-semibold"
18+
href="{% url 'apply:projects:report_frequency_update' pk=object.submission.id %}"
19+
hx-get="{% url 'apply:projects:report_frequency_update' pk=object.submission.id %}"
20+
hx-target="#htmx-modal"
21+
>
22+
{% if object.report_config.disable_reporting %}
23+
{% trans "ENABLE" %}
24+
{% else %}
25+
{% trans "Update" %}
26+
{% endif %}
27+
</a>
28+
</p>
29+
{% endif %}
30+
</header>
3231

33-
<div class="docs-block__inner">
32+
<div class="p-4">
33+
{% if can_update_project_reports %}
3434
<ul class="data-block__list">
3535
{% for report in object.report_config.past_due_reports %}
3636
{% include "reports/includes/report_line.html" with report=report %}
@@ -41,67 +41,65 @@ <h2 class="m-0 text-lg font-semibold">
4141
{% endif %}
4242
{% endwith %}
4343
</ul>
44-
</div>
45-
</section>
46-
{% endif %}
44+
{% endif %}
4745

48-
<section class="docs-block wrapper--outer-space-large">
49-
<h2 class="m-0 text-lg font-semibold docs-block__header">
50-
{% trans "Past reports" %}
51-
</h2>
52-
<div class="docs-block__inner">
53-
<table class="data-block__table js-past-reports-table">
54-
<thead>
55-
<tr>
56-
<th class="data-block__table-date">{% trans "Period End" %}</th>
57-
<th class="data-block__table-date">{% trans "Submitted" %}</th>
58-
<th class="data-block__table-update"></th>
59-
</tr>
60-
</thead>
61-
<tbody>
62-
{% for report in object.reports.done %}
63-
<tr {% if forloop.counter > 8 %}class="hidden"{% endif %}>
64-
<td class="py-4 px-2.5">
65-
<span class="data-block__mobile-label">{% trans "Period End" %}: </span>{{ report.end_date }}
66-
</td>
67-
<td class="py-4 px-2.5">
68-
<span class="data-block__mobile-label">{% trans "Submitted" %}: </span>{{ report.submitted_date|default:"Skipped" }}
69-
</td>
70-
<td class="flex gap-2 py-4 px-2.5 md:justify-end">
71-
{% if not report.skipped %}
72-
{% user_can_view_report report user as can_view_report %}
73-
{% if can_view_report %}
74-
<a class="data-block__action-icon-link" href="{% url "apply:projects:reports:detail" pk=report.pk %}">
75-
{% heroicon_micro "eye" class="inline w-4 h-4 me-1" aria_hidden=true %}
76-
{% trans "View" %}
77-
</a>
78-
{% endif %}
7946

80-
{% user_can_update_report report user as can_update_report %}
81-
{% if can_update_report %}
82-
<a class="data-block__action-icon-link" href="{% url "apply:projects:reports:edit" pk=report.pk %}">
83-
{% heroicon_micro "pencil-square" class="inline me-1" aria_hidden=true %}
84-
{% trans "Edit" %}
85-
</a>
86-
{% endif %}
87-
{% else %}
88-
{% if can_update_project_reports %}
89-
<button type="button" class="btn data-block__action-link" hx-post="{% url "apply:projects:reports:skip" pk=report.pk %}">{% trans "Unskip" %}</button>
90-
{% endif %}
91-
{% endif %}
92-
</td>
93-
</tr>
94-
{% empty %}
47+
{% if object.reports.done %}
48+
<table class="data-block__table js-past-reports-table">
49+
<thead>
9550
<tr>
96-
<td colspan="3">{% trans "No reports submitted" %}</td>
51+
<th class="data-block__table-date">{% trans "Period End" %}</th>
52+
<th class="data-block__table-date">{% trans "Submitted" %}</th>
53+
<th class="data-block__table-update"></th>
9754
</tr>
98-
{% endfor %}
99-
</tbody>
100-
</table>
101-
{% if object.reports.done.count > 4 %}
102-
<p class="text-center">
103-
<a class="font-semibold js-data-block-pagination" href="#">{% trans "Show more" %}</a>
104-
</p>
55+
</thead>
56+
<tbody>
57+
{% for report in object.reports.done %}
58+
<tr {% if forloop.counter > 8 %}class="hidden"{% endif %}>
59+
<td class="py-4 px-2.5">
60+
<span class="data-block__mobile-label">{% trans "Period End" %}: </span>{{ report.end_date }}
61+
</td>
62+
<td class="py-4 px-2.5">
63+
<span class="data-block__mobile-label">{% trans "Submitted" %}: </span>{{ report.submitted_date|default:"Skipped" }}
64+
</td>
65+
<td class="flex gap-2 py-4 px-2.5 md:justify-end">
66+
{% if not report.skipped %}
67+
{% user_can_view_report report user as can_view_report %}
68+
{% if can_view_report %}
69+
<a class="data-block__action-icon-link" href="{% url "apply:projects:reports:detail" pk=report.pk %}">
70+
{% heroicon_micro "eye" class="inline w-4 h-4 me-1" aria_hidden=true %}
71+
{% trans "View" %}
72+
</a>
73+
{% endif %}
74+
75+
{% user_can_update_report report user as can_update_report %}
76+
{% if can_update_report %}
77+
<a class="data-block__action-icon-link" href="{% url "apply:projects:reports:edit" pk=report.pk %}">
78+
{% heroicon_micro "pencil-square" class="inline me-1" aria_hidden=true %}
79+
{% if report.draft %}
80+
{% trans "Continue editing" %}
81+
{% else %}
82+
{% trans "Edit" %}
83+
{% endif %}
84+
</a>
85+
{% endif %}
86+
{% else %}
87+
{% if can_update_project_reports %}
88+
<button type="button" class="btn data-block__action-link" hx-post="{% url "apply:projects:reports:skip" pk=report.pk %}">{% trans "Unskip" %}</button>
89+
{% endif %}
90+
{% endif %}
91+
</td>
92+
</tr>
93+
{% endfor %}
94+
</tbody>
95+
</table>
96+
{% if object.reports.done.count > 4 %}
97+
<p class="text-center">
98+
<a class="font-semibold js-data-block-pagination" href="#">{% trans "Show more" %}</a>
99+
</p>
100+
{% endif %}
101+
{% else %}
102+
<p>{% trans "No reports submitted yet." %}</p>
105103
{% endif %}
106104
</div>
107105
</section>

‎hypha/apply/projects/reports/templates/reports/modals/report_frequency_config.html

+1-1
Original file line numberDiff line numberDiff line change
@@ -66,7 +66,7 @@
6666
<div class="mt-5 sm:flex sm:flex-row-reverse sm:gap-4 sm:mt-4">
6767

6868
<button class="button button--top-space button--primary" type="submit" name="save" value="save">{% trans "Save" %}</button>
69-
<button class="button button--top-space button--white" type="submit" name="disable-reporting" value="disable-reporting">{% trans "Disable Reporting" %}</button>
69+
<button class="button button--top-space button--white" type="submit" name="disable-reporting" value="disable-reporting">{% trans "Disable" %}</button>
7070
</div>
7171
</form>
7272
</div>

‎hypha/apply/projects/reports/templates/reports/report_detail.html

+7-2
Original file line numberDiff line numberDiff line change
@@ -58,8 +58,13 @@ <h4>{% trans "Attachments" %}</h4>
5858
{% if request.user.is_apply_staff %}
5959
<a
6060
class="button button--bottom-space button--primary button--full-width"
61-
href="{% url "apply:projects:reports:edit" pk=report.pk %}">
62-
{% trans "Edit" %}
61+
href="{% url "apply:projects:reports:edit" pk=report.pk %}"
62+
>
63+
{% if object.draft %}
64+
{% trans "Continue editing" %}
65+
{% else %}
66+
{% trans "Edit" %}
67+
{% endif %}
6368
</a>
6469
{% endif %}
6570
{% if report.previous %}

‎hypha/apply/projects/templatetags/project_tags.py

-8
Original file line numberDiff line numberDiff line change
@@ -250,14 +250,6 @@ def user_next_step_instructions(project, user):
250250
return False
251251

252252

253-
@register.simple_tag
254-
def user_can_update_project_reports(project, user):
255-
permission, _ = has_permission(
256-
"project_reports_update", user, object=project, raise_exception=False
257-
)
258-
return permission
259-
260-
261253
@register.simple_tag
262254
def user_can_update_report_config(project, user):
263255
permission, _ = has_permission(

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