Add export for all system default tasks

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()

app/modules/services/templates/services/default_templates_list.html

@@ -6,8 +6,11 @@
       <h2 class="text-xl font-semibold text-slate-900">Default Task Templates</h2>
       <p class="text-sm text-slate-500">System-level default task templates by service catalogue.</p>
     </div>
+    <div class="flex flex-wrap gap-2">
+      <a href="/services/defaults/export" class="rounded-xl border border-emerald-300 bg-emerald-50 px-4 py-2 text-sm font-medium text-emerald-800 hover:bg-emerald-100">Export All Default Tasks</a>
       <a href="/services/catalogue" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">Back to Catalogue</a>
     </div>
+  </div>
   <div class="overflow-hidden rounded-2xl bg-white shadow-soft">
     <table class="min-w-full divide-y divide-slate-200">
       <thead class="bg-slate-50"><tr><th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Code</th><th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Service</th><th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Default Tasks</th><th></th></tr></thead>

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()