Add task role eligibility and safe open engagement sync

app/modules/services/execution.py

@@ -103,14 +103,70 @@ def parse_date_value(value: str | None) -> date | None:
     return date.fromisoformat(text)
 
 
-def _default_assignee_for_template(subscription: ClientServiceSubscription, template: FirmServiceTaskTemplate) -> int | None:
-    role = (template.default_role_name or "").strip().lower()
-    if "partner" in role:
+TASK_EXECUTION_ROLES = ("Partner", "Manager", "Staff")
+
+
+def normalise_task_execution_role(value: str | None) -> str | None:
+    text = (value or "").strip().lower()
+    aliases = {
+        "partner": "Partner",
+        "engagement partner": "Partner",
+        "manager": "Manager",
+        "branch manager": "Manager",
+        "staff": "Staff",
+        "employee": "Staff",
+    }
+    return aliases.get(text)
+
+
+def normalise_eligible_task_roles(value: str | None, default_role_name: str | None = None) -> list[str]:
+    roles: list[str] = []
+    for piece in (value or "").replace("|", ",").replace(";", ",").split(","):
+        role = normalise_task_execution_role(piece)
+        if role and role not in roles:
+            roles.append(role)
+    default_role = normalise_task_execution_role(default_role_name)
+    if default_role and default_role not in roles:
+        roles.insert(0, default_role)
+    return roles
+
+
+def serialise_eligible_task_roles(roles, default_role_name: str | None = None) -> str | None:
+    values: list[str] = []
+    for raw in roles or []:
+        role = normalise_task_execution_role(raw)
+        if role and role not in values:
+            values.append(role)
+    default_role = normalise_task_execution_role(default_role_name)
+    if default_role and default_role not in values:
+        values.insert(0, default_role)
+    return ",".join(values) if values else (default_role or None)
+
+
+def _assignee_for_role(subscription: ClientServiceSubscription, role: str | None) -> int | None:
+    role = normalise_task_execution_role(role)
+    if role == "Partner":
         return subscription.assigned_partner_user_id
-    if "manager" in role:
+    if role == "Manager":
         return subscription.assigned_manager_user_id
-    if "staff" in role or "employee" in role:
+    if role == "Staff":
         return subscription.assigned_staff_user_id
+    return None
+
+
+def _default_assignee_for_template(subscription: ClientServiceSubscription, template: FirmServiceTaskTemplate) -> int | None:
+    default_role = normalise_task_execution_role(template.default_role_name)
+    eligible = normalise_eligible_task_roles(getattr(template, "eligible_role_names", None), template.default_role_name)
+
+    assignee = _assignee_for_role(subscription, default_role)
+    if assignee:
+        return assignee
+
+    for role in eligible:
+        assignee = _assignee_for_role(subscription, role)
+        if assignee:
+            return assignee
+
     return subscription.assigned_staff_user_id or subscription.assigned_manager_user_id or subscription.assigned_partner_user_id
 
 
@@ -241,6 +297,7 @@ def generate_tasks_for_subscription(db: Session, *, subscription: ClientServiceS
                 description=template.description,
                 sequence_no=template.sequence_no,
                 default_role_name=template.default_role_name,
+                eligible_role_names=serialise_eligible_task_roles((getattr(template, "eligible_role_names", None) or "").split(","), template.default_role_name),
                 assigned_to_user_id=_default_assignee_for_template(subscription, template),
                 internal_target_date=_default_internal_target_date(subscription, template),
                 status="pending",
@@ -295,6 +352,174 @@ def generate_tasks_for_subscription_if_ready(
     )
 
 
+def _copy_template_snapshot_to_task(
+    task: ClientServiceTaskInstance,
+    *,
+    template: FirmServiceTaskTemplate,
+    subscription: ClientServiceSubscription,
+    update_assignment: bool,
+) -> None:
+    task.task_name = template.task_name
+    task.description = template.description
+    task.sequence_no = template.sequence_no
+    task.default_role_name = template.default_role_name
+    task.eligible_role_names = serialise_eligible_task_roles(
+        (getattr(template, "eligible_role_names", None) or "").split(","),
+        template.default_role_name,
+    )
+    task.task_category = getattr(template, "task_category", None)
+    task.response_required = getattr(template, "response_required", False)
+    task.response_type = (getattr(template, "response_type", "NONE") or "NONE").upper()
+    task.evidence_required = getattr(template, "evidence_required", False)
+    task.remarks_required_if_no = getattr(template, "remarks_required_if_no", False)
+    task.is_aqmm_task = getattr(template, "is_aqmm_task", False)
+    task.aqmm_mandatory = getattr(template, "aqmm_mandatory", False)
+    task.aqmm_evidence_required = getattr(template, "aqmm_evidence_required", False)
+    task.aqmm_manager_review_required = getattr(template, "aqmm_manager_review_required", False)
+    task.aqmm_partner_review_required = getattr(template, "aqmm_partner_review_required", False)
+    task.aqmm_review_partner_required = getattr(template, "aqmm_review_partner_required", False)
+    task.aqmm_blocks_final_release = getattr(template, "aqmm_blocks_final_release", False)
+    task.aqmm_reference = getattr(template, "aqmm_reference", None)
+    if update_assignment:
+        task.assigned_to_user_id = _default_assignee_for_template(subscription, template)
+
+
+def sync_open_engagement_tasks_for_service(
+    db: Session,
+    *,
+    tenant_id: int,
+    catalogue_id: int,
+    user_id: int,
+    include_started_open_tasks: bool = False,
+) -> dict[str, int]:
+    templates = db.execute(
+        select(FirmServiceTaskTemplate)
+        .where(
+            FirmServiceTaskTemplate.tenant_id == tenant_id,
+            FirmServiceTaskTemplate.service_catalogue_id == catalogue_id,
+            FirmServiceTaskTemplate.is_active.is_(True),
+        )
+        .order_by(FirmServiceTaskTemplate.sequence_no.asc(), FirmServiceTaskTemplate.id.asc())
+    ).scalars().all()
+
+    engagements = db.execute(
+        select(ClientServiceSubscription)
+        .where(
+            ClientServiceSubscription.tenant_id == tenant_id,
+            ClientServiceSubscription.service_catalogue_id == catalogue_id,
+            ClientServiceSubscription.is_active.is_(True),
+            ClientServiceSubscription.status == "active",
+            ClientServiceSubscription.is_locked.is_(False),
+        )
+        .order_by(ClientServiceSubscription.id.asc())
+    ).scalars().all()
+
+    result = {
+        "engagements": len(engagements),
+        "created": 0,
+        "updated_pending": 0,
+        "updated_started": 0,
+        "preserved_history": 0,
+    }
+
+    for subscription in engagements:
+        existing = db.execute(
+            select(ClientServiceTaskInstance).where(
+                ClientServiceTaskInstance.subscription_id == subscription.id,
+                ClientServiceTaskInstance.financial_year == subscription.financial_year,
+            )
+        ).scalars().all()
+        by_template = {
+            int(row.firm_task_template_id): row
+            for row in existing
+            if row.firm_task_template_id is not None
+        }
+
+        for template in templates:
+            task = by_template.get(int(template.id))
+            if task is None:
+                db.add(
+                    ClientServiceTaskInstance(
+                        tenant_id=subscription.tenant_id,
+                        branch_id=subscription.branch_id,
+                        subscription_id=subscription.id,
+                        client_id=subscription.client_id,
+                        service_catalogue_id=subscription.service_catalogue_id,
+                        firm_task_template_id=template.id,
+                        financial_year=subscription.financial_year,
+                        assessment_year=subscription.assessment_year,
+                        task_name=template.task_name,
+                        description=template.description,
+                        sequence_no=template.sequence_no,
+                        default_role_name=template.default_role_name,
+                        eligible_role_names=serialise_eligible_task_roles(
+                            (getattr(template, "eligible_role_names", None) or "").split(","),
+                            template.default_role_name,
+                        ),
+                        assigned_to_user_id=_default_assignee_for_template(subscription, template),
+                        internal_target_date=_default_internal_target_date(subscription, template),
+                        status="pending",
+                        priority="normal",
+                        task_category=getattr(template, "task_category", None),
+                        response_required=getattr(template, "response_required", False),
+                        response_type=(getattr(template, "response_type", "NONE") or "NONE").upper(),
+                        evidence_required=getattr(template, "evidence_required", False),
+                        remarks_required_if_no=getattr(template, "remarks_required_if_no", False),
+                        is_aqmm_task=getattr(template, "is_aqmm_task", False),
+                        aqmm_mandatory=getattr(template, "aqmm_mandatory", False),
+                        aqmm_evidence_required=getattr(template, "aqmm_evidence_required", False),
+                        aqmm_manager_review_required=getattr(template, "aqmm_manager_review_required", False),
+                        aqmm_partner_review_required=getattr(template, "aqmm_partner_review_required", False),
+                        aqmm_review_partner_required=getattr(template, "aqmm_review_partner_required", False),
+                        aqmm_blocks_final_release=getattr(template, "aqmm_blocks_final_release", False),
+                        aqmm_reference=getattr(template, "aqmm_reference", None),
+                        aqmm_status="pending" if getattr(template, "is_aqmm_task", False) else "not_required",
+                        aqmm_review_status="pending_review" if (
+                            getattr(template, "aqmm_manager_review_required", False)
+                            or getattr(template, "aqmm_partner_review_required", False)
+                            or getattr(template, "aqmm_review_partner_required", False)
+                        ) else "not_required",
+                        is_active=True,
+                        created_by_user_id=user_id,
+                        updated_by_user_id=user_id,
+                    )
+                )
+                result["created"] += 1
+                continue
+
+            status = (task.status or "pending").strip().lower()
+            never_started = (
+                status == "pending"
+                and task.started_at_utc is None
+                and task.completed_at_utc is None
+                and task.submitted_for_review_at_utc is None
+                and (task.rework_status or "none") == "none"
+            )
+
+            if never_started:
+                _copy_template_snapshot_to_task(
+                    task,
+                    template=template,
+                    subscription=subscription,
+                    update_assignment=True,
+                )
+                task.updated_by_user_id = user_id
+                result["updated_pending"] += 1
+            elif include_started_open_tasks and status in {"in_progress", "blocked"} and task.completed_at_utc is None:
+                task.default_role_name = template.default_role_name
+                task.eligible_role_names = serialise_eligible_task_roles(
+                    (getattr(template, "eligible_role_names", None) or "").split(","),
+                    template.default_role_name,
+                )
+                task.assigned_to_user_id = _default_assignee_for_template(subscription, template)
+                task.updated_by_user_id = user_id
+                result["updated_started"] += 1
+            else:
+                result["preserved_history"] += 1
+
+    return result
+
+
 
 def _latest_task_documents(db: Session, task_id: int) -> list[EngagementDocument]:
     return db.execute(

app/modules/services/models.py

@@ -111,6 +111,7 @@ class ServiceDefaultTaskTemplate(CommonBase):
     description: Mapped[str | None] = mapped_column(Text, nullable=True)
     sequence_no: Mapped[int] = mapped_column(Integer, nullable=False, default=1)
     default_role_name: Mapped[str | None] = mapped_column(String(100), nullable=True)
+    eligible_role_names: Mapped[str | None] = mapped_column(String(200), nullable=True)
     is_mandatory: Mapped[bool] = mapped_column(Boolean, default=True, nullable=False)
     requires_review: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False)
 
@@ -179,6 +180,7 @@ class FirmServiceTaskTemplate(CommonBase):
     sequence_no: Mapped[int] = mapped_column(Integer, nullable=False, default=1)
 
     default_role_name: Mapped[str | None] = mapped_column(String(100), nullable=True)
+    eligible_role_names: Mapped[str | None] = mapped_column(String(200), nullable=True)
     is_mandatory: Mapped[bool] = mapped_column(Boolean, default=True, nullable=False)
     requires_review: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False)
 
@@ -724,6 +726,7 @@ class ClientServiceTaskInstance(CommonBase):
     description: Mapped[str | None] = mapped_column(Text, nullable=True)
     sequence_no: Mapped[int] = mapped_column(Integer, nullable=False, default=1)
     default_role_name: Mapped[str | None] = mapped_column(String(100), nullable=True)
+    eligible_role_names: Mapped[str | None] = mapped_column(String(200), nullable=True)
 
     assigned_to_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id"), nullable=True, index=True)
     execution_mode: Mapped[str] = mapped_column(String(30), nullable=False, default="internal", index=True)

app/modules/services/templates/services/default_task_form.html

@@ -18,8 +18,28 @@
     </div>
 
     <div>
-      <label class="mb-2 block text-sm font-medium text-slate-700">Default Role</label>
-      <input type="text" name="default_role_name" value="{{ task.default_role_name or '' }}" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
+      <label class="mb-2 block text-sm font-medium text-slate-700">Default Assignee Role</label>
+      <select name="default_role_name" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
+        <option value="">Automatic / existing fallback</option>
+        {% for role in task_execution_roles %}
+        <option value="{{ role }}" {% if (task.default_role_name or '') == role %}selected{% endif %}>{{ role }}</option>
+        {% endfor %}
+      </select>
+      <p class="mt-1 text-xs text-slate-500">This role receives the task first. If unavailable, another eligible role can be used.</p>
+    </div>
+
+    <div class="md:col-span-2 rounded-xl border border-blue-200 bg-blue-50 p-4">
+      <div class="text-sm font-semibold text-blue-950">Eligible Roles</div>
+      <p class="mt-1 text-xs text-blue-800">Select every role allowed to perform this task. For Manager or Partner, select both.</p>
+      {% set eligible_text = task.eligible_role_names or task.default_role_name or '' %}
+      <div class="mt-3 flex flex-wrap gap-5 text-sm text-slate-700">
+        {% for role in task_execution_roles %}
+        <label class="inline-flex items-center gap-2">
+          <input type="checkbox" name="eligible_roles" value="{{ role }}" {% if role in eligible_text.split(',') or role == task.default_role_name %}checked{% endif %}>
+          {{ role }}
+        </label>
+        {% endfor %}
+      </div>
     </div>
 
     <div>

app/modules/services/templates/services/firm_task_form.html

@@ -18,8 +18,28 @@
     </div>
 
     <div>
-      <label class="mb-2 block text-sm font-medium text-slate-700">Default Role</label>
-      <input type="text" name="default_role_name" value="{{ task.default_role_name or '' }}" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
+      <label class="mb-2 block text-sm font-medium text-slate-700">Default Assignee Role</label>
+      <select name="default_role_name" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
+        <option value="">Automatic / existing fallback</option>
+        {% for role in task_execution_roles %}
+        <option value="{{ role }}" {% if (task.default_role_name or '') == role %}selected{% endif %}>{{ role }}</option>
+        {% endfor %}
+      </select>
+      <p class="mt-1 text-xs text-slate-500">This role receives the task first. If unavailable, another eligible role can be used.</p>
+    </div>
+
+    <div class="md:col-span-2 rounded-xl border border-blue-200 bg-blue-50 p-4">
+      <div class="text-sm font-semibold text-blue-950">Eligible Roles</div>
+      <p class="mt-1 text-xs text-blue-800">Select every role allowed to perform this task. For Manager or Partner, select both.</p>
+      {% set eligible_text = task.eligible_role_names or task.default_role_name or '' %}
+      <div class="mt-3 flex flex-wrap gap-5 text-sm text-slate-700">
+        {% for role in task_execution_roles %}
+        <label class="inline-flex items-center gap-2">
+          <input type="checkbox" name="eligible_roles" value="{{ role }}" {% if role in eligible_text.split(',') or role == task.default_role_name %}checked{% endif %}>
+          {{ role }}
+        </label>
+        {% endfor %}
+      </div>
     </div>
 
     <div>
@@ -89,6 +109,15 @@
       </div>
     </div>
 
+    <div class="md:col-span-2 rounded-xl border border-violet-200 bg-violet-50 p-4">
+      <div class="text-sm font-semibold text-violet-950">Existing Open Engagements</div>
+      <p class="mt-1 text-xs text-violet-800">Optional. Add missing tasks and refresh pending/not-started task role/assignee from the current firm template. Completed/history stays unchanged.</p>
+      <div class="mt-3 space-y-2 text-sm text-slate-700">
+        <label class="flex items-start gap-2"><input type="checkbox" name="sync_open_engagements" class="mt-1"><span><strong>Sync open engagements after Save</strong></span></label>
+        <label class="flex items-start gap-2"><input type="checkbox" name="sync_started_open_tasks" class="mt-1"><span><strong>Also update assignee for In Progress / Blocked tasks</strong> without changing status, evidence, comments or history.</span></label>
+      </div>
+    </div>
+
     <div class="md:col-span-2 rounded-xl border border-amber-200 bg-amber-50 p-4 text-sm text-amber-800">
       To deactivate this task, untick <strong>Active</strong> and save. No hard delete is used.
     </div>

app/modules/services/templates/services/task_template_detail.html

@@ -59,8 +59,19 @@
         <input name="task_name" required class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm" placeholder="e.g. Verify books with GSTR-2B">
       </div>
       <div class="lg:col-span-3">
-        <label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Default Role</label>
-        <input name="default_role_name" class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm" placeholder="Staff / Manager / Partner">
+        <label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Default Assignee Role</label>
+        <select name="default_role_name" class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
+          <option value="">Automatic</option>
+          {% for role in task_execution_roles %}<option value="{{ role }}">{{ role }}</option>{% endfor %}
+        </select>
+      </div>
+      <div class="lg:col-span-12 rounded-xl border border-blue-200 bg-blue-50 p-3">
+        <div class="text-xs font-semibold uppercase tracking-wide text-blue-800">Eligible Roles</div>
+        <div class="mt-2 flex flex-wrap gap-4 text-xs text-slate-700">
+          {% for role in task_execution_roles %}
+          <label class="inline-flex items-center gap-1"><input type="checkbox" name="eligible_roles" value="{{ role }}"> {{ role }}</label>
+          {% endfor %}
+        </div>
       </div>
       <div class="lg:col-span-2">
         <label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Sequence</label>
@@ -99,6 +110,32 @@
   </section>
   {% endif %}
 
+  {% if request.query_params.get('synced') %}
+  <div class="rounded-xl border border-emerald-200 bg-emerald-50 px-4 py-3 text-sm text-emerald-800">
+    Open engagement sync completed:
+    {{ request.query_params.get('created', '0') }} missing task(s) added,
+    {{ request.query_params.get('updated_pending', '0') }} pending task(s) refreshed,
+    {{ request.query_params.get('updated_started', '0') }} started task assignee(s) refreshed,
+    {{ request.query_params.get('preserved', '0') }} historical/unsafe task(s) preserved.
+  </div>
+  {% endif %}
+
+  {% if can_manage_tasks %}
+  <section class="rounded-2xl border border-violet-200 bg-violet-50 p-4">
+    <div class="flex flex-wrap items-start justify-between gap-3">
+      <div>
+        <h3 class="text-sm font-semibold text-violet-950">Sync Firm Tasks to Open Engagements</h3>
+        <p class="mt-1 text-xs text-violet-800">Adds missing active tasks and refreshes pending/not-started role and assignee. Completed tasks, evidence, comments, review history and locked engagements are preserved.</p>
+      </div>
+      <form method="post" action="/services/templates/{{ service.id }}/sync-open-engagements" class="flex flex-wrap items-center gap-3" onsubmit="return confirm('Sync current firm task templates to open engagements?');">
+        <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
+        <label class="inline-flex items-center gap-2 text-xs text-violet-900"><input type="checkbox" name="include_started_open_tasks"> Also reassign In Progress / Blocked</label>
+        <button type="submit" class="rounded-xl bg-violet-600 px-4 py-2 text-sm font-semibold text-white hover:bg-violet-700">Sync Open Engagements</button>
+      </form>
+    </div>
+  </section>
+  {% endif %}
+
   <section class="overflow-hidden rounded-2xl bg-white shadow-soft">
     <div class="border-b border-slate-100 px-5 py-4">
       <h3 class="text-sm font-semibold text-slate-900">Firm Task List</h3>
@@ -124,7 +161,7 @@
             <div class="font-medium text-slate-900">{{ task.task_name }}</div>
             {% if task.description %}<div class="mt-1 text-xs text-slate-500">{{ task.description }}</div>{% endif %}
           </td>
-          <td class="px-4 py-3 text-sm text-slate-700">{{ task.default_role_name or '-' }}</td>
+          <td class="px-4 py-3 text-sm text-slate-700"><div>{{ task.default_role_name or '-' }}</div><div class="mt-1 text-xs text-slate-500">Eligible: {{ task.eligible_role_names or task.default_role_name or '-' }}</div></td>
           <td class="px-4 py-3 text-xs text-slate-600">
             <div class="flex flex-wrap gap-1">
               {% if task.is_mandatory %}<span class="rounded-full bg-slate-100 px-2 py-1">Mandatory</span>{% endif %}

app/modules/services/ui.py

@@ -36,6 +36,11 @@ from app.modules.services.due_dates import (
     parse_optional_date,
 )
 from app.modules.services.catalogue_merge import build_merge_preview, merge_service_catalogues
+from app.modules.services.execution import (
+    TASK_EXECUTION_ROLES,
+    serialise_eligible_task_roles,
+    sync_open_engagement_tasks_for_service,
+)
 from app.modules.services.task_documents import (
     create_task_document_requirement,
     get_task_document_requirement,
@@ -79,6 +84,7 @@ def _base_ctx(request: Request, user, db, **ctx):
         "engagement_type_choices": ENGAGEMENT_TYPE_CHOICES,
         "due_period_types": DUE_PERIOD_TYPES,
         "due_year_basis_choices": DUE_YEAR_BASIS_CHOICES,
+        "task_execution_roles": TASK_EXECUTION_ROLES,
     }
     base.update(ctx)
     return base
@@ -939,6 +945,7 @@ def _copy_system_defaults_if_firm_tasks_empty(
             description=default.description,
             sequence_no=default.sequence_no,
             default_role_name=default.default_role_name,
+            eligible_role_names=getattr(default, "eligible_role_names", None) or default.default_role_name,
             is_mandatory=default.is_mandatory,
             requires_review=default.requires_review,
             is_aqmm_task=getattr(default, "is_aqmm_task", False),
@@ -1234,7 +1241,7 @@ def task_templates_detail(request: Request, catalogue_id: int):
 
 
 @router.post('/templates/{catalogue_id}/tasks/new')
-def task_template_create_submit(request: Request, catalogue_id: int, task_name: str = Form(...), description: str = Form(''), default_role_name: str = Form(''), sequence_no: int | None = Form(None), is_mandatory: str | None = Form(None), requires_review: str | None = Form(None), task_category: str = Form(''), response_required: str | None = Form(None), response_type: str = Form('NONE'), evidence_required: str | None = Form(None), remarks_required_if_no: str | None = Form(None), is_aqmm_task: str | None = Form(None), aqmm_mandatory: str | None = Form(None), aqmm_evidence_required: str | None = Form(None), aqmm_manager_review_required: str | None = Form(None), aqmm_partner_review_required: str | None = Form(None), aqmm_review_partner_required: str | None = Form(None), aqmm_blocks_final_release: str | None = Form(None), aqmm_reference: str = Form(''), is_active: str | None = Form(None), csrf_token: str = Form(...)):
+def task_template_create_submit(request: Request, catalogue_id: int, task_name: str = Form(...), description: str = Form(''), default_role_name: str = Form(''), eligible_roles: list[str] = Form([]), sequence_no: int | None = Form(None), is_mandatory: str | None = Form(None), requires_review: str | None = Form(None), task_category: str = Form(''), response_required: str | None = Form(None), response_type: str = Form('NONE'), evidence_required: str | None = Form(None), remarks_required_if_no: str | None = Form(None), is_aqmm_task: str | None = Form(None), aqmm_mandatory: str | None = Form(None), aqmm_evidence_required: str | None = Form(None), aqmm_manager_review_required: str | None = Form(None), aqmm_partner_review_required: str | None = Form(None), aqmm_review_partner_required: str | None = Form(None), aqmm_blocks_final_release: str | None = Form(None), aqmm_reference: str = Form(''), is_active: str | None = Form(None), csrf_token: str = Form(...)):
     validate_csrf(request, csrf_token)
     db = CommonSessionLocal()
     try:
@@ -1256,6 +1263,7 @@ def task_template_create_submit(request: Request, catalogue_id: int, task_name:
             task_name=task_name.strip(),
             description=description.strip() or None,
             default_role_name=default_role_name.strip() or None,
+            eligible_role_names=serialise_eligible_task_roles(eligible_roles, default_role_name),
             sequence_no=sequence_no or next_task_sequence(db, tenant_id=tenant_id, catalogue_id=catalogue_id),
             is_mandatory=is_mandatory is not None,
             requires_review=requires_review is not None,
@@ -1602,6 +1610,48 @@ def firm_task_template_toggle_active(
         db.close()
 
 
+@router.post('/templates/{catalogue_id}/sync-open-engagements')
+def sync_firm_tasks_to_open_engagements(
+    request: Request,
+    catalogue_id: int,
+    include_started_open_tasks: str | None = Form(None),
+    csrf_token: str = Form(...),
+):
+    validate_csrf(request, csrf_token)
+    db = CommonSessionLocal()
+    try:
+        user = get_current_user(request, db=db)
+        if not user:
+            return RedirectResponse(url='/login', status_code=303)
+        if not _can_manage_firm_tasks(db, user):
+            return _redirect_denied()
+        tenant_id = _active_tenant_id(request, user)
+        selection = get_firm_selection(db, tenant_id=tenant_id, catalogue_id=catalogue_id)
+        if not selection or not selection.is_enabled:
+            return RedirectResponse(url='/services', status_code=303)
+
+        result = sync_open_engagement_tasks_for_service(
+            db,
+            tenant_id=tenant_id,
+            catalogue_id=catalogue_id,
+            user_id=user.id,
+            include_started_open_tasks=include_started_open_tasks is not None,
+        )
+        db.commit()
+        return RedirectResponse(
+            url=(
+                f'/services/templates/{catalogue_id}'
+                f'?synced=1&created={result["created"]}'
+                f'&updated_pending={result["updated_pending"]}'
+                f'&updated_started={result["updated_started"]}'
+                f'&preserved={result["preserved_history"]}'
+            ),
+            status_code=303,
+        )
+    finally:
+        db.close()
+
+
 @router.get('/templates/{catalogue_id}/tasks/{task_id}/edit')
 def firm_task_template_edit_page(request: Request, catalogue_id: int, task_id: int):
     db = CommonSessionLocal()
@@ -1653,6 +1703,7 @@ def firm_task_template_edit_submit(
     task_name: str = Form(...),
     description: str = Form(''),
     default_role_name: str = Form(''),
+    eligible_roles: list[str] = Form([]),
     sequence_no: int = Form(1),
     is_mandatory: str | None = Form(None),
     requires_review: str | None = Form(None),
@@ -1670,6 +1721,8 @@ def firm_task_template_edit_submit(
     aqmm_blocks_final_release: str | None = Form(None),
     aqmm_reference: str = Form(''),
     is_active: str | None = Form(None),
+    sync_open_engagements: str | None = Form(None),
+    sync_started_open_tasks: str | None = Form(None),
     csrf_token: str = Form(...),
 ):
     validate_csrf(request, csrf_token)
@@ -1696,6 +1749,7 @@ def firm_task_template_edit_submit(
         task.task_name = task_name.strip()
         task.description = description.strip() or None
         task.default_role_name = default_role_name.strip() or None
+        task.eligible_role_names = serialise_eligible_task_roles(eligible_roles, default_role_name)
         task.sequence_no = sequence_no
         task.is_mandatory = is_mandatory is not None
         task.requires_review = requires_review is not None
@@ -1715,7 +1769,28 @@ def firm_task_template_edit_submit(
         task.is_active = is_active is not None
         task.updated_by_user_id = user.id
 
+        sync_result = None
+        if sync_open_engagements is not None:
+            sync_result = sync_open_engagement_tasks_for_service(
+                db,
+                tenant_id=tenant_id,
+                catalogue_id=catalogue_id,
+                user_id=user.id,
+                include_started_open_tasks=sync_started_open_tasks is not None,
+            )
+
         db.commit()
+        if sync_result is not None:
+            return RedirectResponse(
+                url=(
+                    f'/services/templates/{catalogue_id}'
+                    f'?synced=1&created={sync_result["created"]}'
+                    f'&updated_pending={sync_result["updated_pending"]}'
+                    f'&updated_started={sync_result["updated_started"]}'
+                    f'&preserved={sync_result["preserved_history"]}'
+                ),
+                status_code=303,
+            )
         return RedirectResponse(url=f'/services/templates/{catalogue_id}', status_code=303)
     finally:
         db.close()
@@ -1770,6 +1845,7 @@ def default_task_template_edit_submit(
     task_name: str = Form(...),
     description: str = Form(''),
     default_role_name: str = Form(''),
+    eligible_roles: list[str] = Form([]),
     sequence_no: int = Form(1),
     is_mandatory: str | None = Form(None),
     requires_review: str | None = Form(None),
@@ -1815,6 +1891,7 @@ def default_task_template_edit_submit(
         task.task_name = task_name.strip()
         task.description = description.strip() or None
         task.default_role_name = default_role_name.strip() or None
+        task.eligible_role_names = serialise_eligible_task_roles(eligible_roles, default_role_name)
         task.sequence_no = sequence_no
         task.is_mandatory = is_mandatory is not None
         task.requires_review = requires_review is not None