diff --git a/app/modules/services/default_tasks_export.py b/app/modules/services/default_tasks_export.py
new file mode 100644
index 0000000..0fa3b59
--- /dev/null
+++ b/app/modules/services/default_tasks_export.py
@@ -0,0 +1,254 @@
+from __future__ import annotations
+
+from io import BytesIO
+
+from openpyxl import Workbook
+from openpyxl.styles import Alignment, Font, PatternFill
+from openpyxl.utils import get_column_letter
+from sqlalchemy import select
+from sqlalchemy.orm import Session, selectinload
+
+from app.modules.services.models import ServiceCatalogue, ServiceDefaultTaskTemplate
+
+
+_HEADERS = [
+ "service_code",
+ "service_name",
+ "category_code",
+ "category_name",
+ "sequence_no",
+ "task_name",
+ "default_role_name",
+ "is_mandatory",
+ "requires_review",
+ "is_aqmm_task",
+ "aqmm_mandatory",
+ "aqmm_evidence_required",
+ "aqmm_manager_review_required",
+ "aqmm_partner_review_required",
+ "aqmm_review_partner_required",
+ "aqmm_blocks_final_release",
+ "aqmm_reference",
+ "is_active",
+ "description",
+]
+
+_IMPORT_HEADERS = [
+ "service_code",
+ "sequence_no",
+ "task_name",
+ "default_role_name",
+ "is_mandatory",
+ "requires_review",
+ "is_aqmm_task",
+ "aqmm_mandatory",
+ "aqmm_evidence_required",
+ "aqmm_manager_review_required",
+ "aqmm_partner_review_required",
+ "aqmm_review_partner_required",
+ "aqmm_blocks_final_release",
+ "aqmm_reference",
+ "is_active",
+ "description",
+]
+
+_HEADER_FILL = PatternFill("solid", fgColor="1F4E78")
+_HEADER_FONT = Font(color="FFFFFF", bold=True)
+_SUBHEADER_FILL = PatternFill("solid", fgColor="D9EAF7")
+
+
+def _yes_no(value: bool) -> str:
+ return "TRUE" if bool(value) else "FALSE"
+
+
+def _category_values(service: ServiceCatalogue) -> tuple[str, str]:
+ category = service.service_category
+ if category is not None:
+ return category.code or "", category.name or ""
+ fallback = service.category or ""
+ return "", fallback
+
+
+def _style_sheet(ws, widths: dict[int, int]) -> None:
+ ws.freeze_panes = "A2"
+ ws.auto_filter.ref = ws.dimensions
+ for cell in ws[1]:
+ cell.fill = _HEADER_FILL
+ cell.font = _HEADER_FONT
+ cell.alignment = Alignment(horizontal="center", vertical="center", wrap_text=True)
+ ws.row_dimensions[1].height = 34
+ for column_index, width in widths.items():
+ ws.column_dimensions[get_column_letter(column_index)].width = width
+ for row in ws.iter_rows(min_row=2):
+ for cell in row:
+ cell.alignment = Alignment(vertical="top", wrap_text=True)
+
+
+def _query_active_services(db: Session) -> list[ServiceCatalogue]:
+ return list(
+ db.execute(
+ select(ServiceCatalogue)
+ .where(ServiceCatalogue.is_active.is_(True))
+ .options(
+ selectinload(ServiceCatalogue.service_category),
+ selectinload(ServiceCatalogue.default_task_templates),
+ )
+ .order_by(
+ ServiceCatalogue.sort_order.asc(),
+ ServiceCatalogue.service_code.asc(),
+ ServiceCatalogue.id.asc(),
+ )
+ ).scalars().unique().all()
+ )
+
+
+def build_default_tasks_export(db: Session) -> bytes:
+ services = _query_active_services(db)
+
+ workbook = Workbook()
+ all_tasks_ws = workbook.active
+ all_tasks_ws.title = "All Default Tasks"
+ import_ws = workbook.create_sheet("Import Ready")
+ summary_ws = workbook.create_sheet("Service Summary")
+ missing_ws = workbook.create_sheet("Missing Task Templates")
+ info_ws = workbook.create_sheet("Export Information")
+
+ all_tasks_ws.append(_HEADERS)
+ import_ws.append(_IMPORT_HEADERS)
+ summary_ws.append([
+ "service_code",
+ "service_name",
+ "category_name",
+ "total_default_tasks",
+ "active_default_tasks",
+ "mandatory_tasks",
+ "review_tasks",
+ "aqmm_tasks",
+ "partner_review_tasks",
+ "blocks_final_release_tasks",
+ "status",
+ ])
+ missing_ws.append(["service_code", "service_name", "category_code", "category_name", "recurrence_type", "engagement_type"])
+
+ total_tasks = 0
+ active_tasks = 0
+ services_without_tasks = 0
+
+ for service in services:
+ category_code, category_name = _category_values(service)
+ tasks = sorted(
+ service.default_task_templates,
+ key=lambda row: (row.sequence_no, row.id),
+ )
+ total_tasks += len(tasks)
+ active_tasks += sum(1 for task in tasks if task.is_active)
+
+ for task in tasks:
+ all_tasks_ws.append([
+ service.service_code,
+ service.service_name,
+ category_code,
+ category_name,
+ task.sequence_no,
+ task.task_name,
+ task.default_role_name or "",
+ _yes_no(task.is_mandatory),
+ _yes_no(task.requires_review),
+ _yes_no(task.is_aqmm_task),
+ _yes_no(task.aqmm_mandatory),
+ _yes_no(task.aqmm_evidence_required),
+ _yes_no(task.aqmm_manager_review_required),
+ _yes_no(task.aqmm_partner_review_required),
+ _yes_no(task.aqmm_review_partner_required),
+ _yes_no(task.aqmm_blocks_final_release),
+ task.aqmm_reference or "",
+ _yes_no(task.is_active),
+ task.description or "",
+ ])
+ import_ws.append([
+ service.service_code,
+ task.sequence_no,
+ task.task_name,
+ task.default_role_name or "",
+ _yes_no(task.is_mandatory),
+ _yes_no(task.requires_review),
+ _yes_no(task.is_aqmm_task),
+ _yes_no(task.aqmm_mandatory),
+ _yes_no(task.aqmm_evidence_required),
+ _yes_no(task.aqmm_manager_review_required),
+ _yes_no(task.aqmm_partner_review_required),
+ _yes_no(task.aqmm_review_partner_required),
+ _yes_no(task.aqmm_blocks_final_release),
+ task.aqmm_reference or "",
+ _yes_no(task.is_active),
+ task.description or "",
+ ])
+
+ if not tasks:
+ services_without_tasks += 1
+ missing_ws.append([
+ service.service_code,
+ service.service_name,
+ category_code,
+ category_name,
+ service.recurrence_type or "",
+ service.engagement_type or "",
+ ])
+
+ summary_ws.append([
+ service.service_code,
+ service.service_name,
+ category_name,
+ len(tasks),
+ sum(1 for task in tasks if task.is_active),
+ sum(1 for task in tasks if task.is_mandatory),
+ sum(1 for task in tasks if task.requires_review),
+ sum(1 for task in tasks if task.is_aqmm_task),
+ sum(1 for task in tasks if task.aqmm_partner_review_required or task.aqmm_review_partner_required),
+ sum(1 for task in tasks if task.aqmm_blocks_final_release),
+ "Configured" if tasks else "No Default Tasks",
+ ])
+
+ info_rows = [
+ ("Scope", "Active Service Catalogue records only"),
+ ("Active services exported", len(services)),
+ ("Default task rows exported", total_tasks),
+ ("Active default task rows", active_tasks),
+ ("Services without default tasks", services_without_tasks),
+ ("Import Ready sheet", "Matches the existing System Default Tasks import column order"),
+ ("Historical inactive services", "Not included, so merged or inactive services do not create confusion"),
+ ("Important", "Review edited rows before re-importing. Service codes and task sequence numbers control matching and uniqueness."),
+ ]
+ info_ws.append(["Item", "Value"])
+ for item, value in info_rows:
+ info_ws.append([item, value])
+
+ _style_sheet(
+ all_tasks_ws,
+ {1: 32, 2: 42, 3: 18, 4: 26, 5: 12, 6: 44, 7: 20, 8: 14, 9: 14, 10: 14,
+ 11: 16, 12: 20, 13: 22, 14: 22, 15: 23, 16: 22, 17: 30, 18: 12, 19: 72},
+ )
+ _style_sheet(
+ import_ws,
+ {1: 32, 2: 12, 3: 44, 4: 20, 5: 14, 6: 14, 7: 14, 8: 16, 9: 20, 10: 22,
+ 11: 22, 12: 23, 13: 22, 14: 30, 15: 12, 16: 72},
+ )
+ _style_sheet(
+ summary_ws,
+ {1: 32, 2: 42, 3: 26, 4: 18, 5: 18, 6: 18, 7: 16, 8: 14, 9: 22, 10: 24, 11: 20},
+ )
+ _style_sheet(
+ missing_ws,
+ {1: 32, 2: 42, 3: 18, 4: 26, 5: 18, 6: 20},
+ )
+ _style_sheet(info_ws, {1: 32, 2: 95})
+
+ if services_without_tasks == 0:
+ missing_ws.append(["", "All active services currently have at least one default task template.", "", "", "", ""])
+ missing_ws.merge_cells(start_row=2, start_column=2, end_row=2, end_column=6)
+ missing_ws["B2"].fill = _SUBHEADER_FILL
+ missing_ws["B2"].font = Font(bold=True)
+
+ output = BytesIO()
+ workbook.save(output)
+ return output.getvalue()
diff --git a/app/modules/services/templates/services/default_templates_list.html b/app/modules/services/templates/services/default_templates_list.html
index 09b8dc7..6283723 100644
--- a/app/modules/services/templates/services/default_templates_list.html
+++ b/app/modules/services/templates/services/default_templates_list.html
@@ -6,7 +6,10 @@
Default Task Templates
System-level default task templates by service catalogue.
- Back to Catalogue
+
diff --git a/app/modules/services/ui.py b/app/modules/services/ui.py
index cf4dde6..ab402ca 100644
--- a/app/modules/services/ui.py
+++ b/app/modules/services/ui.py
@@ -24,6 +24,7 @@ from app.modules.services.bulk_imports import (
import_due_date_extensions,
)
from app.modules.services.catalogue_export import build_service_catalogue_export
+from app.modules.services.default_tasks_export import build_default_tasks_export
from app.modules.services.due_dates import (
DUE_PERIOD_TYPES,
DUE_YEAR_BASIS_CHOICES,
@@ -1009,6 +1010,28 @@ def default_templates_catalogue_list(request: Request):
db.close()
+@router.get('/defaults/export')
+def default_tasks_export(request: Request):
+ db = CommonSessionLocal()
+ try:
+ user = get_current_user(request, db=db)
+ if not user:
+ return RedirectResponse(url='/login', status_code=303)
+ require_permission(db, user, 'service_tasks.view')
+ if not _is_system_admin(db, user):
+ return _redirect_denied()
+
+ workbook_bytes = build_default_tasks_export(db)
+ filename = f"system_default_tasks_export_{datetime.now(timezone.utc).strftime('%Y%m%d_%H%M%S')}.xlsx"
+ return StreamingResponse(
+ iter([workbook_bytes]),
+ media_type='application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
+ headers={'Content-Disposition': f'attachment; filename="{filename}"'},
+ )
+ finally:
+ db.close()
+
+
@router.get('/catalogue/{catalogue_id}/defaults')
def default_templates_detail(request: Request, catalogue_id: int):
db = CommonSessionLocal()