{% extends "ui/templates/base/layout.html" %} {% block content %}
{% set _uiux_partner_role_text = (current_user_roles or [])|join('|')|lower %} {% if 'partner' in _uiux_partner_role_text %} {% include "ui/templates/components/partner_navigation_v2.html" %} {% endif %}

{{ scope_display.primary if scope_display else plan.client.client_name }} — {{ plan.catalogue.service_name }}

Client service subscription master and its period-wise engagements. {% if scope_display and scope_display.context %} {{ scope_display.context }} {% endif %}

Back {% if can_edit_subscription %} Edit Subscription Map Scope {% endif %} {% if can_edit_subscription and plan.is_active and plan.status == 'active' %}
{% endif %} Create Engagement
{% if generated %}
Current FY engagement generated successfully using the subscription defaults. Due dates, quality workflow and task generation were processed through the existing engagement engine.
{% endif %} {% if existing %}
A matching engagement already exists for the current FY/period, so no duplicate was created.
{% endif %} {% if generation_error %}
{% if generation_error == 'financial_year' %} Engagement generation is not allowed because FY {{ financial_year }} is locked. {% elif generation_error == 'review_partner_required' %} This assurance service requires a Review Partner before an engagement can be generated. {% elif generation_error == 'review_partner_independence' %} The Review Partner must differ from the Engagement Partner and Performing Partner. {% elif generation_error == 'inactive' %} This subscription is inactive and cannot generate an engagement. {% elif generation_error == 'service' %} The underlying firm service is not enabled, so the engagement was not generated. {% else %} The current engagement could not be generated. Please verify the subscription scope and defaults. {% endif %}
{% endif %}

Subscription Scope

The legal client remains unchanged. Business Unit, Client Branch and Registration identify the exact compliance scope.

{% if can_edit_subscription %} Change Scope {% endif %}
Scope Type
{{ (plan.scope_type or 'client')|replace('_', ' ')|title }}
Client
{{ plan.client.client_name }}
Business Unit
{{ scope_business.business_name if scope_business else '-' }}
Client Branch
{{ scope_branch.branch_name if scope_branch else '-' }}
Registration Type
{{ scope_registration_type.name if scope_registration_type else '-' }}
Registration Number
{{ scope_registration.registration_number if scope_registration else '-' }}
{% if scope_registration and scope_registration.trade_name %}
{{ scope_registration.trade_name }}
{% endif %}

Subscription Defaults

Recurrence
{{ plan.recurrence_type|replace('_', ' ')|title }}
Status
{{ plan.status|replace('_', ' ')|title }}
Engagement Partner
{{ plan.default_partner.full_name if plan.default_partner else '-' }}
Performing Partner
{{ plan.default_performing_partner.full_name if plan.default_performing_partner else '-' }}
Manager
{{ plan.default_manager.full_name if plan.default_manager else '-' }}
Staff
{{ plan.default_staff.full_name if plan.default_staff else '-' }}
Review Partner
{{ plan.default_review_partner.full_name if plan.default_review_partner else '-' }}
Auto-generate Periods
{{ 'Yes' if plan.auto_generate_periods else 'No' }}

Engagement Instances

{% for row in engagements %} {% else %} {% endfor %}
FY Period Due Date Status Action
{{ row.financial_year or '-' }} {{ row.period_label or '-' }} {{ row.current_due_date or '-' }} {{ row.status|replace('_', ' ')|title }} View
No engagement instances generated.
{% endblock %}