{% 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 %} Create Engagement

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 %}