{% extends "ui/templates/base/layout.html" %} {% block content %}
{{ catalogue.service_code }} · {{ catalogue.service_category.name if catalogue.service_category else (catalogue.category or 'Uncategorised') }}
Firm task templates configured: {{ current_templates|length }}
{% if current_selection.default_branch_id %}Default Branch ID: {{ current_selection.default_branch_id }}
{% endif %} {% else %} Not SelectedSelect this service for the active firm to customise firm task templates.
{% endif %}Rules define statutory due dates copied into engagements. Extensions are stored separately as history.
| Rule | Type | Due Logic | Status | |
|---|---|---|---|---|
| {{ rule.rule_name }} | {{ rule.period_type|replace('_',' ')|title }} | {% if rule.period_type in ['yearly', 'one_time'] %} {{ '%02d'|format(rule.due_day or 0) }}-{{ '%02d'|format(rule.due_month or 0) }} based on {{ rule.due_year_basis|replace('_',' ') }} {% elif rule.period_type in ['monthly', 'quarterly'] %} Day {{ rule.due_day or '-' }} with month offset {{ rule.due_month_offset }} {% elif rule.period_type == 'renewal_based' %} Expiry date minus {{ rule.renewal_days_before_expiry or 0 }} day(s) {% else %} Manual / event based {% endif %} | {{ 'Active' if rule.is_active else 'Inactive' }} | {% if can_edit %}Edit{% endif %} |
| No due date rules configured yet. | ||||
Each extension is preserved. New extensions update current due dates for matching unlocked engagements.
| FY / AY / Period | Sequence | Previous | Extended To | Reference |
|---|---|---|---|---|
| FY {{ ext.financial_year }}{% if ext.assessment_year %} / AY {{ ext.assessment_year }}{% endif %}{% if ext.period_label %} / {{ ext.period_label }}{% endif %} | {{ ext.extension_sequence }} | {{ ext.previous_due_date or '-' }} | {{ ext.extended_due_date }} | {{ ext.notification_reference or '-' }} {% if ext.notification_date %}{{ ext.notification_date }} {% endif %} |
| No due date extensions recorded yet. | ||||
System Admin controls the standard task template used as the base for firms.
{{ task.description }}
{% endif %}Firm Admin can edit, disable or enable tasks for this firm and add extra firm-only tasks. System defaults are not changed.
{{ task.description }}
{% endif %}