Add Quick Links and user projects table

Each division now has a Quick Links section that should be only editable
by division administrators. I also added a table that shows the current
projects for the user.

app/assets/stylesheets/admin/dashboard_beta/_dashboard.scss

@@ -1,39 +1,43 @@
 .admin-dashboard_beta {
   .block {
-    div {
+    > div {
       display: flex;
       flex-direction: row;
-      gap: 14px;
-      height: 27.5vw;
-      overflow: hidden;
+      gap: 20px;
+      margin-bottom: 20px;
 
-      section {
-        width: 50%;
-      }
+      > section {
+        flex: 1;
 
-      section:last-child {
+        > .test-chart {
+          object-fit: contain;
+          height: 100%;
+          width: 100%;
+          display: block;
+        }
+
+        > a {
+          text-align: center;
+          display: block;
+          line-height: 30px;
+        }
+      }
+
+      > section:last-child {
         .test-chart {
           height: calc(100% - 30px);
         }
       }
     }
 
-    > div {
-      margin-bottom: 14px;
-    }
-
-    section {
-      .test-chart {
-        object-fit: contain;
-        height: 100%;
-        width: 100%;
-        display: block;
+    > section.quick-notes {
+      > h2, > div {
+        width: calc(50% - 2.5px);
+        display: inline-block;
       }
 
-      a {
-        text-align: center;
-        display: block;
-        line-height: 30px;
+      .col-sm-10 {
+        width: 100% !important;
       }
     }
   }

app/controllers/admin/dashboard_beta_controller.rb

@@ -1,7 +1,39 @@
-class Admin::DashboardBetaController < Admin::AdminController  
-    def dashboard
-      authorize :dashboard
-      @person = Person.find(current_user.profile_id)
-    end
+class Admin::DashboardBetaController < Admin::AdminController
+
+  STATUS_FILTERS = %w(all active completed)
+
+  def dashboard
+    authorize :dashboard
+    @person = Person.find(current_user.profile_id)
+    @division = selected_division_or_root
+
+    prep_projects_grid_for_current_user
+  end
+
+  private
+
+  def prep_projects_grid_for_current_user
+    # Projects belonging to the current user
+    # 15 most recent projects, sorted by created date, then updated date
+    @recent_projects = @person.active_agent_projects
+
+    @recent_projects_grid = initialize_wice_grid(@recent_projects, @person.id)
+
+    @status_filter_options = STATUS_FILTERS.map { |f| [I18n.t("dashboard.status_options.#{f}"), f] }
+  end
+
+  private
+
+  def initialize_wice_grid(projects, person_id)
+    initialize_grid(
+      projects,
+      include: [:primary_agent, :secondary_agent],
+      order: "projects.order_by_agent",
+      custom_order: {
+        "projects.order_by_agent" => ->(_col) { Arel.sql(Project.dashboard_order(person_id)) },
+      },
+      name: "projects_person_#{person_id}",
+      enable_export_to_csv: false
+    )
+  end
 end
-

app/controllers/admin/divisions_controller.rb

@@ -100,7 +100,7 @@ def destroy
   def prep_division_params(action)
     permitted = [:name, :description, :logo, :logo_text, :membership_status, :short_name, :homepage, :logo_cache,
                  :default_currency_id, :qb_department_id, :public, :banner_fg_color, :banner_bg_color,
-                 :accent_main_color, :accent_fg_color, :public_primary_color, :public_secondary_color, :public_accent_color, :notify_on_new_logs, locales: []]
+                 :accent_main_color, :accent_fg_color, :public_primary_color, :public_secondary_color, :public_accent_color, :notify_on_new_logs, :quick_links, locales: []]
     permitted << :parent_id if action == :create
     params.require(:division).permit(permitted)
   end

app/policies/dashboard_beta_policy.rb

@@ -0,0 +1,8 @@
+class DashboardBetaPolicy < ApplicationPolicy
+  class Scope < DivisionOwnedScope
+  end
+
+  def dashboard?
+    true
+  end
+end

app/views/admin/dashboard_beta/_quicklinks_form.html.slim

@@ -0,0 +1,24 @@
+= simple_form_for([:admin, @division],
+    html: { \
+      class: 'form-horizontal organization-record',
+    },
+    wrapper: :horizontal_form_condensed,
+    defaults: { \
+      input_html: {class: 'form-element form-control'},
+    },
+  ) do |f|
+
+  - form_identifier = 'division_quicklinks'
+  - popover_options = {placement: 'left'}
+
+  = error_notification(f)
+
+
+  = f.input :quick_links, label: false, hint: false, as: :summernote
+    .view-element = sanitize(@division.quick_links)
+    = f.input_field :quick_links, label: false, hint: false, as: :summernote
+
+  .actions.form-element
+    = f.submit class: 'update-action btn btn-primary'
+      = "Update Notes"
+  .clearfix

app/views/admin/dashboard_beta/_recent_projects_grid_definition.html.slim

@@ -0,0 +1,39 @@
+= define_grid(grid, hide_csv_button: true,
+    html: {class: 'rowlink table-hover', data: {link: @csv_mode ? nil : 'row'}}) do |g|
+
+    - g.row_attributes do |project|
+      - if project.primary_agent_id == person.id
+        - {class: 'bold'}
+
+    - g.blank_slate { grid.no_records_at_all = true; "" }
+
+    - g.column name: 'LID', attribute: 'id', filter: false, in_csv: false,
+      ordering: false do |project|
+      - if project.type == 'BasicProject'
+        - link_to(project.id, admin_basic_project_path(project.id))
+      - else
+        - link_to(project.id, admin_loan_path(project.id))
+
+    - g.column name: 'Project Name', attribute: 'name', filter: false, in_csv: false,
+      ordering: false do |project|
+        - project.name
+
+    - g.column name: t('common.role'), attribute: 'primary_agent_id', filter: false,
+      ordering: false do |project|
+      - if project.primary_agent_id == person.id
+        - t('common.first')
+      - else
+        - t('common.second')
+
+    - g.column name: t('activerecord.attributes.project.status'), attribute: 'status_value',
+      filter: false, ordering: false do |project|
+      - content_tag(:span, project.status,
+        class: "project-status #{project.status_value == 'completed' ? 'completed' : 'active'}")
+
+    - g.column name: 'Percentage of memo complete', attribute: 'name', filter: false, in_csv: false,
+      ordering: false do |project|
+        - "Sample percentage"
+
+    - g.column name: 'Next steps', attribute: 'name', filter: false, in_csv: false,
+      ordering: false do |project|
+        - "Sample steps"

app/views/admin/dashboard_beta/dashboard.html.slim

@@ -7,26 +7,24 @@
     section.section.active-loans
       img.test-chart src="/assets/new_dashboard_sample_barchart.png"
       a View repayment report
-  section.section.project-steward-data
-    table.table.table-bordered
-      tr
-        th LID
-        th Project Name
-        th Role
-        th Status
-        th Percentage of memo complete
-        th Next steps
-      tr
-        td 1
-        td Sample project
-        td Sample role
-        td Sample status
-        td 50%
-        td Sample steps
-      tr
-        td 2
-        td Sample project
-        td Sample role
-        td Sample status
-        td 50%
-        td Sample steps
+  section.section.recent-projects.projects-grid
+    = render partial: "recent_projects_grid_definition",
+      locals: {person: @person, grid: @recent_projects_grid}
+    - if @recent_projects_grid.no_records_at_all
+      = content_tag(:div, t('common.no_records'), class: 'no-records-msg')
+    - else
+      = render_index_grid(@recent_projects_grid)
+  section.section.quick-notes data-container='details' class=(@division.valid? ? 'show-view' : 'edit-view')
+    h2 Quick Links
+    .show-actions.hidden-print
+      a.edit-action.view-element
+        i.fa.fa-pencil.fa-large>
+        = t("common.edit")
+      a.show-action.form-element
+        = t("cancel_edit")
+    = render "admin/dashboard_beta/quicklinks_form", division: @division
+
+javascript:
+  $(function() {
+    new MS.Views.ShowEditView({el: '.quick-notes'});
+  });

db/migrate/20241105192112_add_quicklinks_to_divisions.rb

@@ -0,0 +1,5 @@
+class AddQuicklinksToDivisions < ActiveRecord::Migration[6.1]
+  def change
+    add_column :divisions, :quick_links, :string
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema.define(version: 2024_05_20_210320) do
+ActiveRecord::Schema.define(version: 2024_11_05_192112) do
 
   # These are extensions that must be enabled in order to support this database
   enable_extension "plpgsql"
@@ -208,6 +208,7 @@
     t.string "public_secondary_color"
     t.string "qb_parent_class_id"
     t.boolean "qb_read_only", default: true, null: false
+    t.string "quick_links"
     t.string "short_name"
     t.datetime "updated_at", null: false
     t.index ["currency_id"], name: "index_divisions_on_currency_id"