<% if (!selected) { %>
Delivery / Upload Centre
<%- include('../partials/demo-toggle') %>

<%= title %>

Choose a client to start.

Every form here writes straight to that client's own portal (a document, an invoice, a task) with no draft state and no review queue behind it. Nothing on this page happens until you pick who it's for.

Clients

<%= workspaces.length %>
<% workspaces.forEach(function (w) { %> <%= (w.badge || w.name || '?').slice(0, 2).toUpperCase() %> <%= w.name %> <% }) %>
<% } else { %> <% var wid = selected._id; var money = locals.money || { billing: true, internal: true }; var _inv = invoices || []; var _shown = documents.length + meetings.length + roadmap.length + tasks.length + reports.length + (money.billing ? _inv.length : 0); var _svgEye = ''; var _svgDoc = ''; var _svgTask = ''; var _svgRep = ''; var _svgDial = ''; var _acts = []; _acts.push({ href: '/staff/view/' + selected.slug, lb: 'See it as they will', ic: _svgEye, lead: true }); _acts.push({ href: '#documents', lb: 'Documents', ic: _svgDoc }); _acts.push({ href: '#tasks', lb: 'Tasks', ic: _svgTask }); _acts.push({ href: '#reports', lb: 'Reports', ic: _svgRep }); _acts.push({ href: '/staff/mission-control?w=' + selected.slug, lb: 'Mission Control', ic: _svgDial }); %>
Delivery
<%- include('../partials/demo-toggle') %>

<%= title %>

<% if (_shown) { %>

<%= _shown %> recent items sit on <%= selected.name %>'s portal.

<% } else { %>

Nothing has been filed for <%= selected.name %> yet.

<% } %>

Documents, invoices, meetings, roadmap, tasks and reports for the client picked above. Everything appears on their pages immediately.

<% _acts.forEach(function (a) { %> <%- a.ic %><%= a.lb %> <% }) %>
Upload a file
Adding to <%= selected.name %>
<%- _shown ? _shown : '—' %>
The newest items of each kind, already visible to <%= selected.name %>. Check the client picker before adding anything.
Documents
<%- documents.length ? documents.length : '—' %>
Reports
<%- reports.length ? reports.length : '—' %>
Meetings
<%- meetings.length ? meetings.length : '—' %>
Roadmap items
<%- roadmap.length ? roadmap.length : '—' %>
Tasks
<%- tasks.length ? tasks.length : '—' %>
<% if (money.billing) { %>
Invoices
<%- _inv.length ? _inv.length : '—' %>
<% } %>
Where these land
Uploads appear on the client's Documents or Reports page immediately, with no draft step. Pick the client and destination first.

The list under each form shows the newest few items, to confirm your upload landed.
Documents
<%- documents.length ? documents.length : '—' %>
Meetings
<%- meetings.length ? meetings.length : '—' %>
Tasks
<%- tasks.length ? tasks.length : '—' %>
Reports
<%- reports.length ? reports.length : '—' %>

Documents

contracts, brand files, notes
<% if(documents.length){ %>
<% documents.forEach(function(d){ %>
<%= d.name %><%= d.fileType %>, <%= d.meta %>
<% }) %>
<% } %>
<% if (money.billing) { %>

Invoices

what they owe
<% if(_inv.length){ %>
<% _inv.forEach(function(i){ %>
<%= i.number %> <%= i.period || '' %><%= h.money(i.amount, i.currency || (selected.subscription && selected.subscription.currency)) %> <%= i.status %>
<% }) %>
<% } %>
<% } %>

Meetings

calls and reviews
<% if(meetings.length){ %>
<% meetings.forEach(function(m){ %>
<%= m.title %><%= h.date(m.startsAt) %><%= m.zoomLink ? '' : ', no link' %>
<% }) %>
<% } %>

Roadmap

the plan they follow
<% if(roadmap.length){ %>
<% roadmap.forEach(function(r){ %>
<%= r.month %> <%= r.title %>
Edit
<% }) %>
<% } %>

Tasks

delivery work
<% if(tasks.length){ %>
<% tasks.forEach(function(t){ %>
<%= t.title %> <%= t.category %><%= t.due ? ', due ' + h.date(t.due) : '' %>
Edit
<% }) %>
<% } %>

Reports

the file you wrote
<% if(reports.length){ %>
<% reports.forEach(function(r){ %>
<% if(r.fileUrl){ %><%= r.title || r.kind %><% } else { %><%= r.title || r.kind %><% } %> <%= r.kind %><%= r.fileSize ? ', ' + r.fileSize : '' %>
<% }) %>
<% } %>
<% } %>