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755faa22c3
Implement comprehensive budget monitoring and forecasting feature with: Database & Models: - Add BudgetAlert model for tracking project budget alerts - Create migration 039_add_budget_alerts_table with proper indexes - Support alert types: 80_percent, 100_percent, over_budget - Add acknowledgment tracking with user and timestamp Budget Forecasting Utilities: - Implement burn rate calculation (daily/weekly/monthly) - Add completion date estimation based on burn rate - Create resource allocation analysis per team member - Build cost trend analysis with configurable granularity - Add automatic budget alert detection with deduplication Routes & API: - Create budget_alerts blueprint with dashboard and detail views - Add API endpoints for burn rate, completion estimates, and trends - Implement resource allocation and cost trend API endpoints - Add alert acknowledgment and manual budget check endpoints - Fix log_event() calls to use keyword arguments UI Templates: - Design modern budget dashboard with Tailwind CSS - Create detailed project budget analysis page with charts - Add gradient stat cards with color-coded status indicators - Implement responsive layouts with full dark mode support - Add smooth animations and toast notifications - Integrate Chart.js for cost trend visualization Project Integration: - Add Budget Alerts link to Finance navigation menu - Enhance project view page with budget overview card - Show budget progress bars with status indicators - Add Budget Analysis button to project header and dashboard - Display real-time budget status with color-coded badges Visual Enhancements: - Use gradient backgrounds for stat cards (blue/green/yellow/red) - Add status badges with icons (healthy/warning/critical/over) - Implement smooth progress bars with embedded percentages - Support responsive grid layouts for all screen sizes - Ensure proper type conversion (Decimal to float) in templates Scheduled Tasks: - Register budget alert checking job (runs every 6 hours) - Integrate with existing APScheduler tasks - Add logging for alert creation and monitoring This feature provides project managers with real-time budget insights, predictive analytics, and proactive alerts to prevent budget overruns.
300 lines
20 KiB
HTML
300 lines
20 KiB
HTML
{% extends "base.html" %}
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{% from "components/ui.html" import confirm_dialog %}
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{% block content %}
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<div class="flex flex-col md:flex-row justify-between items-start md:items-center mb-6">
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<div>
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<h1 class="text-2xl font-bold flex items-center gap-2">
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<span>{{ project.name }}</span>
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{% if project.code_display %}
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<span class="inline-flex items-center px-2 py-0.5 rounded text-[10px] font-semibold tracking-wide uppercase bg-gray-200 text-gray-800 dark:bg-gray-700 dark:text-gray-200" title="{{ _('Project Code') }}">{{ project.code_display }}</span>
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{% endif %}
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</h1>
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<p class="text-text-muted-light dark:text-text-muted-dark">{{ project.client.name }}</p>
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</div>
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{% if current_user.is_admin or has_any_permission(['edit_projects', 'archive_projects']) %}
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<div class="flex gap-2 flex-wrap">
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<a href="{{ url_for('projects.project_dashboard', project_id=project.id) }}" class="bg-purple-600 hover:bg-purple-700 text-white px-4 py-2 rounded-lg mt-4 md:mt-0 flex items-center gap-2 transition">
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<i class="fas fa-chart-line"></i>
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{{ _('Dashboard') }}
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</a>
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{% if project.budget_amount %}
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<a href="{{ url_for('budget_alerts.project_budget_detail', project_id=project.id) }}" class="bg-gradient-to-r from-green-600 to-emerald-600 hover:from-green-700 hover:to-emerald-700 text-white px-4 py-2 rounded-lg mt-4 md:mt-0 flex items-center gap-2 transition shadow-lg">
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<i class="fas fa-wallet"></i>
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{{ _('Budget Analysis') }}
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</a>
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{% endif %}
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{% if current_user.is_admin or has_permission('edit_projects') %}
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<a href="{{ url_for('projects.edit_project', project_id=project.id) }}" class="bg-primary text-white px-4 py-2 rounded-lg mt-4 md:mt-0 transition">{{ _('Edit Project') }}</a>
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{% endif %}
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{% if current_user.is_admin or has_permission('edit_projects') %}
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{% if project.status == 'active' %}
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<form method="POST" action="{{ url_for('projects.deactivate_project', project_id=project.id) }}" onsubmit="event.preventDefault(); window.showConfirm('{{ _('Mark project as Inactive?') }}', { title: '{{ _('Change Project Status') }}', confirmText: '{{ _('Change') }}' }).then(ok=>{ if(ok) this.submit(); });" class="inline">
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<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
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<button type="submit" class="px-4 py-2 rounded-lg bg-amber-500 text-white mt-4 md:mt-0">{{ _('Mark Inactive') }}</button>
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</form>
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{% elif project.status == 'inactive' %}
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<form method="POST" action="{{ url_for('projects.activate_project', project_id=project.id) }}" onsubmit="event.preventDefault(); window.showConfirm('{{ _('Activate project?') }}', { title: '{{ _('Activate Project') }}', confirmText: '{{ _('Activate') }}' }).then(ok=>{ if(ok) this.submit(); });" class="inline">
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<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
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<button type="submit" class="px-4 py-2 rounded-lg bg-emerald-600 text-white mt-4 md:mt-0">{{ _('Activate') }}</button>
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</form>
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{% endif %}
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{% endif %}
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{% if current_user.is_admin or has_permission('archive_projects') %}
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{% if not project.is_archived %}
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<a href="{{ url_for('projects.archive_project', project_id=project.id) }}" class="inline-block px-4 py-2 rounded-lg bg-gray-600 text-white mt-4 md:mt-0 hover:bg-gray-700 transition-colors">{{ _('Archive') }}</a>
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{% else %}
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<form method="POST" action="{{ url_for('projects.unarchive_project', project_id=project.id) }}" onsubmit="event.preventDefault(); window.showConfirm('{{ _('Unarchive project?') }}', { title: '{{ _('Unarchive Project') }}', confirmText: '{{ _('Unarchive') }}' }).then(ok=>{ if(ok) this.submit(); });" class="inline">
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<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
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<button type="submit" class="px-4 py-2 rounded-lg bg-sky-600 text-white mt-4 md:mt-0">{{ _('Unarchive') }}</button>
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</form>
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{% endif %}
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{% endif %}
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<button type="button" class="bg-red-600 text-white px-4 py-2 rounded-lg mt-4 md:mt-0"
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onclick="document.getElementById('confirmDeleteProject-{{ project.id }}').classList.remove('hidden')">
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{{ _('Delete Project') }}
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</button>
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<form id="confirmDeleteProject-{{ project.id }}-form" method="POST" action="{{ url_for('projects.delete_project', project_id=project.id) }}" class="hidden">
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<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
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</form>
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</div>
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{% endif %}
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</div>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<!-- Left Column: Project Details -->
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<div class="lg:col-span-1 space-y-6">
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<div class="bg-card-light dark:bg-card-dark p-6 rounded-lg shadow">
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<h2 class="text-lg font-semibold mb-4">Details</h2>
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<div class="space-y-4">
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<div>
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<h3 class="text-sm font-medium text-text-muted-light dark:text-text-muted-dark">{{ _('Project Code') }}</h3>
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<p>
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{% if project.code_display %}
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<span class="inline-flex items-center px-2 py-0.5 rounded text-[10px] font-semibold tracking-wide uppercase bg-gray-200 text-gray-800 dark:bg-gray-700 dark:text-gray-200">{{ project.code_display }}</span>
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{% else %}
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—
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{% endif %}
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</p>
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</div>
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<div>
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<h3 class="text-sm font-medium text-text-muted-light dark:text-text-muted-dark">Description</h3>
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<div class="prose prose-sm dark:prose-invert max-w-none">{{ (project.description or 'No description provided.') | markdown | safe }}</div>
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</div>
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<div>
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<h3 class="text-sm font-medium text-text-muted-light dark:text-text-muted-dark">Status</h3>
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{% set status_map = {
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'active': {'cls': 'bg-green-100 text-green-700 dark:bg-green-900/30 dark:text-green-300', 'label': _('Active')},
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'inactive': {'cls': 'bg-amber-100 text-amber-700 dark:bg-amber-900/30 dark:text-amber-300', 'label': _('Inactive')},
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'archived': {'cls': 'bg-gray-100 text-gray-700 dark:bg-gray-700 dark:text-gray-200', 'label': _('Archived')},
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} %}
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{% set st = status_map.get(project.status, status_map['inactive']) %}
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<span class="px-2 py-1 rounded-full text-xs font-medium whitespace-nowrap {{ st.cls }}">{{ st.label }}</span>
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</div>
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<div>
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<h3 class="text-sm font-medium text-text-muted-light dark:text-text-muted-dark">Billing</h3>
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<p>{{ 'Billable' if project.billable else 'Not Billable' }} {% if project.hourly_rate %}({{ "%.2f"|format(project.hourly_rate) }}/hr){% endif %}</p>
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</div>
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{% if project.is_archived and project.archived_at %}
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<div class="pt-4 border-t border-border-light dark:border-border-dark">
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<h3 class="text-sm font-medium text-text-muted-light dark:text-text-muted-dark mb-2">{{ _('Archive Information') }}</h3>
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<div class="space-y-2 text-sm">
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<div>
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<span class="text-text-muted-light dark:text-text-muted-dark">{{ _('Archived on:') }}</span>
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<span class="font-medium">{{ project.archived_at.strftime('%Y-%m-%d %H:%M') }}</span>
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</div>
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{% if project.archived_by_user %}
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<div>
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<span class="text-text-muted-light dark:text-text-muted-dark">{{ _('Archived by:') }}</span>
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<span class="font-medium">{{ project.archived_by_user.full_name or project.archived_by_user.username }}</span>
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</div>
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{% endif %}
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{% if project.archived_reason %}
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<div>
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<span class="text-text-muted-light dark:text-text-muted-dark">{{ _('Reason:') }}</span>
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<p class="mt-1 p-2 bg-gray-50 dark:bg-gray-800 rounded text-gray-700 dark:text-gray-300">{{ project.archived_reason }}</p>
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</div>
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{% endif %}
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</div>
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</div>
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{% endif %}
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</div>
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</div>
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<!-- Budget Overview Card -->
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{% if project.budget_amount %}
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<div class="bg-card-light dark:bg-card-dark p-6 rounded-lg shadow animated-card">
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<div class="flex items-center justify-between mb-4">
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<h2 class="text-lg font-semibold flex items-center">
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<i class="fas fa-wallet mr-2 text-green-500"></i>
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{{ _('Budget Overview') }}
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</h2>
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<a href="{{ url_for('budget_alerts.project_budget_detail', project_id=project.id) }}"
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class="text-primary hover:text-primary-dark text-sm flex items-center gap-1 transition">
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{{ _('Details') }} <i class="fas fa-arrow-right text-xs"></i>
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</a>
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</div>
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{% set consumed_amount = project.budget_consumed_amount|float if project.budget_consumed_amount else 0.0 %}
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{% set budget_amt = project.budget_amount|float %}
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{% set remaining = budget_amt - consumed_amount %}
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{% set percentage = (consumed_amount / budget_amt * 100) if budget_amt > 0 else 0 %}
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{% set threshold = project.budget_threshold_percent or 80 %}
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<!-- Budget Progress Bar -->
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<div class="mb-4">
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<div class="flex justify-between text-sm mb-2">
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<span class="text-text-muted-light dark:text-text-muted-dark">{{ _('Budget Used') }}</span>
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<span class="font-semibold">{{ "%.1f"|format(percentage) }}%</span>
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</div>
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<div class="w-full bg-gray-200 dark:bg-gray-700 rounded-full h-3 overflow-hidden">
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<div class="h-full {% if percentage >= 100 %}bg-gradient-to-r from-red-500 to-pink-600{% elif percentage >= threshold %}bg-gradient-to-r from-yellow-400 to-orange-500{% else %}bg-gradient-to-r from-green-500 to-emerald-600{% endif %} transition-all duration-300 rounded-full"
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style="width: {{ [percentage, 100]|min }}%">
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</div>
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</div>
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</div>
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<!-- Budget Stats Grid -->
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<div class="grid grid-cols-2 gap-3">
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<div class="bg-blue-50 dark:bg-blue-900/20 p-3 rounded-lg">
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<div class="text-xs text-text-muted-light dark:text-text-muted-dark mb-1">{{ _('Total Budget') }}</div>
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<div class="text-lg font-bold text-blue-600 dark:text-blue-400">${{ "%.2f"|format(budget_amt) }}</div>
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</div>
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<div class="bg-amber-50 dark:bg-amber-900/20 p-3 rounded-lg">
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<div class="text-xs text-text-muted-light dark:text-text-muted-dark mb-1">{{ _('Consumed') }}</div>
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<div class="text-lg font-bold text-amber-600 dark:text-amber-400">${{ "%.2f"|format(consumed_amount) }}</div>
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</div>
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<div class="{% if remaining >= 0 %}bg-green-50 dark:bg-green-900/20{% else %}bg-red-50 dark:bg-red-900/20{% endif %} p-3 rounded-lg">
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<div class="text-xs text-text-muted-light dark:text-text-muted-dark mb-1">{{ _('Remaining') }}</div>
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<div class="text-lg font-bold {% if remaining >= 0 %}text-green-600 dark:text-green-400{% else %}text-red-600 dark:text-red-400{% endif %}">
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${{ "%.2f"|format(remaining|abs) }}
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{% if remaining < 0 %}<span class="text-xs">{{ _('over') }}</span>{% endif %}
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</div>
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</div>
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<div class="bg-purple-50 dark:bg-purple-900/20 p-3 rounded-lg">
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<div class="text-xs text-text-muted-light dark:text-text-muted-dark mb-1">{{ _('Status') }}</div>
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<div class="flex items-center gap-1">
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{% if percentage >= 100 %}
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<span class="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-red-100 text-red-800 dark:bg-red-900/50 dark:text-red-300">
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<i class="fas fa-exclamation-circle mr-1"></i>{{ _('Over') }}
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</span>
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{% elif percentage >= threshold %}
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<span class="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-yellow-100 text-yellow-800 dark:bg-yellow-900/50 dark:text-yellow-300">
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<i class="fas fa-exclamation-triangle mr-1"></i>{{ _('Critical') }}
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</span>
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{% elif percentage >= (threshold * 0.8) %}
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<span class="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-amber-100 text-amber-800 dark:bg-amber-900/50 dark:text-amber-300">
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<i class="fas fa-info-circle mr-1"></i>{{ _('Warning') }}
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</span>
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{% else %}
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<span class="inline-flex items-center px-2 py-0.5 rounded-full text-xs font-medium bg-green-100 text-green-800 dark:bg-green-900/50 dark:text-green-300">
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<i class="fas fa-check-circle mr-1"></i>{{ _('Healthy') }}
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</span>
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{% endif %}
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</div>
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</div>
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</div>
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<!-- Quick Action Button -->
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<div class="mt-4 pt-4 border-t border-border-light dark:border-border-dark">
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<a href="{{ url_for('budget_alerts.project_budget_detail', project_id=project.id) }}"
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class="block w-full text-center bg-gradient-to-r from-green-600 to-emerald-600 hover:from-green-700 hover:to-emerald-700 text-white px-4 py-2 rounded-lg transition shadow-md hover:shadow-lg">
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<i class="fas fa-chart-line mr-2"></i>{{ _('View Full Budget Analysis') }}
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</a>
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</div>
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</div>
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{% endif %}
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<div class="bg-card-light dark:bg-card-dark p-6 rounded-lg shadow">
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<h2 class="text-lg font-semibold mb-4">User Contributions</h2>
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<ul>
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{% for user_total in user_totals %}
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<li class="flex justify-between py-2 border-b border-border-light dark:border-border-dark">
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<span>{{ user_total.username }}</span>
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<span class="font-semibold">{{ "%.2f"|format(user_total.total_hours) }} hrs</span>
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</li>
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{% else %}
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<li>No hours logged yet.</li>
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{% endfor %}
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</ul>
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</div>
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</div>
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<!-- Right Column: Tabs for Tasks, Entries, etc. -->
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<div class="lg:col-span-2">
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<div class="bg-card-light dark:bg-card-dark rounded-lg shadow p-6 overflow-x-auto">
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<h3 class="text-lg font-semibold mb-4">{{ _('Tasks for this project') }}</h3>
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<table class="w-full text-left">
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<thead class="border-b border-border-light dark:border-border-dark">
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<tr>
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<th class="p-3">{{ _('Name') }}</th>
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<th class="p-3">{{ _('Priority') }}</th>
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<th class="p-3">{{ _('Status') }}</th>
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<th class="p-3">{{ _('Due') }}</th>
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<th class="p-3">{{ _('Progress') }}</th>
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<th class="p-3">{{ _('Actions') }}</th>
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</tr>
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</thead>
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<tbody>
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{% for task in tasks %}
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<tr class="border-b border-border-light dark:border-border-dark">
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<td class="p-3">{{ task.name }}</td>
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<td class="p-3">
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{% set p = task.priority %}
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{% set pcls = {'low':'bg-emerald-100 text-emerald-700 dark:bg-emerald-900/30 dark:text-emerald-300',
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'medium':'bg-sky-100 text-sky-700 dark:bg-sky-900/30 dark:text-sky-300',
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'high':'bg-amber-100 text-amber-700 dark:bg-amber-900/30 dark:text-amber-300',
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'urgent':'bg-red-100 text-red-700 dark:bg-red-900/30 dark:text-red-300'}[p] if p in ['low','medium','high','urgent'] else 'bg-slate-100 text-slate-700 dark:bg-slate-800 dark:text-slate-300' %}
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<span class="px-2 py-1 rounded-full text-xs font-medium whitespace-nowrap {{ pcls }}">{{ task.priority_display }}</span>
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</td>
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<td class="p-3">
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{% set s = task.status %}
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{% set scls = {'todo':'bg-slate-100 text-slate-700 dark:bg-slate-800 dark:text-slate-300',
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'in_progress':'bg-indigo-100 text-indigo-700 dark:bg-indigo-900/30 dark:text-indigo-300',
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'review':'bg-amber-100 text-amber-700 dark:bg-amber-900/30 dark:text-amber-300',
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'done':'bg-emerald-100 text-emerald-700 dark:bg-emerald-900/30 dark:text-emerald-300',
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'cancelled':'bg-gray-100 text-gray-700 dark:bg-gray-700 dark:text-gray-200'}[s] if s in ['todo','in_progress','review','done','cancelled'] else 'bg-slate-100 text-slate-700 dark:bg-slate-800 dark:text-slate-300' %}
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<span class="px-2 py-1 rounded-full text-xs font-medium whitespace-nowrap {{ scls }}">{{ task.status_display }}</span>
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</td>
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<td class="p-3">
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{% if task.due_date %}
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{% set overdue = task.is_overdue %}
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<span class="px-2 py-1 rounded-md text-xs font-medium whitespace-nowrap {{ 'bg-red-100 text-red-700 dark:bg-red-900/30 dark:text-red-300' if overdue else 'bg-primary/10 text-primary' }}">{{ task.due_date.strftime('%Y-%m-%d') }}</span>
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{% else %}
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<span class="text-text-muted-light dark:text-text-muted-dark">—</span>
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{% endif %}
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</td>
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<td class="p-3">
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{% set pct = task.progress_percentage or 0 %}
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<div class="w-28 h-2 bg-gray-200 dark:bg-gray-700 rounded">
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<div class="h-2 rounded {{ 'bg-emerald-500' if pct>=100 else 'bg-primary' }}" style="width: {{ [pct,100]|min }}%"></div>
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</div>
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</td>
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<td class="p-3">
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<a href="{{ url_for('tasks.view_task', task_id=task.id) }}" class="text-primary hover:underline">{{ _('View') }}</a>
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</td>
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</tr>
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{% else %}
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<tr>
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<td colspan="6" class="p-3 text-center text-text-muted-light dark:text-text-muted-dark">{{ _('No tasks for this project.') }}</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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</div>
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</div>
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</div>
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{% if current_user.is_admin or has_permission('delete_projects') %}
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{{ confirm_dialog(
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'confirmDeleteProject-' ~ project.id,
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'Delete Project',
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'Are you sure you want to delete this project? This action cannot be undone.',
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'Delete',
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'Cancel',
|
|
'danger'
|
|
) }}
|
|
{% endif %}
|
|
{% endblock %}
|
|
|
|
{% block scripts_extra %}{% endblock %}
|