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

Service Catalogue

Standard service master. Firm Admin can select the services applicable for the active firm.

{% if request.query_params.get('bulk_action') == 'enable' or request.query_params.get('bulk_action') == 'disable' %}
Bulk update completed: {{ request.query_params.get('bulk_updated', '0') }} changed, {{ request.query_params.get('bulk_unchanged', '0') }} already in the requested state, and {{ request.query_params.get('bulk_skipped', '0') }} skipped. {% if request.query_params.get('bulk_action') == 'enable' %}
{{ request.query_params.get('tasks_copied', '0') }} system-default tasks copied. {{ request.query_params.get('services_existing_tasks', '0') }} services already had firm tasks and were preserved. {% if request.query_params.get('services_without_defaults', '0') != '0' %} {{ request.query_params.get('services_without_defaults', '0') }} services had no system-default tasks. {% endif %}
{% endif %}
{% elif request.query_params.get('bulk_action') == 'no_selection' %}
Select at least one service before applying a bulk action.
{% elif request.query_params.get('bulk_action') == 'invalid_branch' %}
The selected default branch is not available for the active firm.
{% elif request.query_params.get('bulk_action') == 'invalid' %}
The requested bulk action is invalid.
{% endif %} {% if request.query_params.get('service_action') == 'enabled' %}
Service selected for the firm. {% if request.query_params.get('existing_tasks') == '1' %} Existing firm task templates were preserved without changes. {% elif request.query_params.get('tasks_copied', '0') != '0' %} {{ request.query_params.get('tasks_copied', '0') }} system-default tasks were copied automatically. {% else %} No system-default tasks were available to copy. {% endif %}
{% elif request.query_params.get('service_action') == 'disabled' %}
Service disabled for the firm. Existing firm task templates were retained for future re-enablement.
{% endif %} {% if can_manage_firm_services %}
Select the services your firm provides. System-default tasks are copied automatically only when that service has no existing firm task templates. Existing customised firm tasks are never overwritten.
{% endif %}
{% if q or category_id or recurrence_type or engagement_type or per_page != 20 %} Clear {% endif %}
{% if can_manage_firm_services %}
0 services selected
{% if branches %} {% else %} {% endif %}
{% endif %}
{% if can_manage_firm_services %} {% endif %} {% for row in rows %} {% set selection = firm_selection_by_catalogue.get(row.id) if firm_selection_by_catalogue else None %} {% if can_manage_firm_services %} {% endif %} {% else %} {% endfor %}
Code Name Category Recurrence Firm Selection Action
{{ row.service_code }}
{{ row.service_name }}
{{ 'Assurance' if row.engagement_type == 'assurance' else 'Non-Assurance' }}
{{ row.service_category.name if row.service_category else (row.category or '-') }} {{ row.recurrence_type|replace('_',' ')|title if row.recurrence_type else '-' }} {% if selection and selection.is_enabled %}
Selected for Firm
{% if selection.default_branch_id %}
Default Branch ID: {{ selection.default_branch_id }}
{% endif %} {% else %}
Not Selected
{% endif %} {% if can_manage_firm_services %}
{% if branches %} {% else %} {% endif %}
{% endif %}
Open {% if selection and selection.is_enabled %} Firm Tasks {% endif %} {% if can_create %}Edit{% endif %}
No catalogue services found.
{% if total %} Showing {{ start_item }}{{ end_item }} of {{ total }} active services {% else %} No active services found {% endif %}
{% if pages > 1 %}
{% if category_id %}{% endif %}
{% set first_page = 1 if page <= 3 else page - 2 %} {% set last_page = pages if page + 2 >= pages else page + 2 %} {% if first_page > 1 %}
{% if category_id %}{% endif %}
{% if first_page > 2 %}{% endif %} {% endif %} {% for page_number in range(first_page, last_page + 1) %}
{% if category_id %}{% endif %}
{% endfor %} {% if last_page < pages %} {% if last_page < pages - 1 %}{% endif %}
{% if category_id %}{% endif %}
{% endif %}
{% if category_id %}{% endif %}
{% endif %}
{% if can_manage_firm_services %} {% endif %} {% endblock %}