{% extends "ui/templates/base/layout.html" %} {% block content %}

Engagement

{{ row.client.client_name if row.client else '-' }} · {{ row.catalogue.service_name if row.catalogue else '-' }} · FY {{ row.financial_year }}

Back {% if can_manage and not row.is_locked %}Edit{% endif %}
{% if row.is_locked %}
This engagement is locked as historical record. It cannot be edited.
{% endif %}

Client & Service

Client
{{ row.client.client_name if row.client else '-' }}
Service
{{ row.catalogue.service_name if row.catalogue else '-' }}
Financial Year
{{ row.financial_year or '-' }}
Assessment Year
{{ row.assessment_year or '-' }}
Engagement Type
{{ 'Assurance' if row.engagement_type == 'assurance' else 'Non-Assurance' }}
Original Due Date
{{ row.original_due_date or '-' }}
Expiry Date
{{ row.expiry_date or '-' }}
Current Due Date
{{ row.current_due_date or '-' }}{% if row.due_date_source %}{{ row.due_date_source|replace('_',' ')|title }}{% endif %}
Status
{{ 'Locked' if row.is_locked else row.status|replace('_',' ')|title }}{% if not row.is_active %} / Inactive{% endif %}
Period
{{ row.start_date or '-' }} to {{ row.end_date or '-' }}

Assignment

Partner
{{ row.assigned_partner.full_name if row.assigned_partner and row.assigned_partner.full_name else (row.assigned_partner.email if row.assigned_partner else '-') }}
Manager
{{ row.assigned_manager.full_name if row.assigned_manager and row.assigned_manager.full_name else (row.assigned_manager.email if row.assigned_manager else '-') }}
Staff
{{ row.assigned_staff.full_name if row.assigned_staff and row.assigned_staff.full_name else (row.assigned_staff.email if row.assigned_staff else '-') }}
Review Partner
{{ row.review_partner.full_name if row.review_partner and row.review_partner.full_name else (row.review_partner.email if row.review_partner else '-') }}
{% if can_manage and not row.is_locked %}

Year-end Lock

Lock this engagement when the year is complete. After locking, it becomes read-only history.

{% endif %}

Engagement Tasks & Task Documents

Open each task to upload documents against its configured document requirements.

{% for task in tasks or [] %} {% else %} {% endfor %}
SeqTaskStatusDocuments
{{ task.sequence_no }}
{{ task.task_name }}
{% if task.description %}
{{ task.description }}
{% endif %}
{{ task.status.replace('_',' ').title() }} Open Task Documents
No execution tasks generated yet. Generate work tracker tasks first.
{% if row.remarks %}

Remarks

{{ row.remarks }}

{% endif %}
{% endblock %}