Move AQMM controls to assurance engagement workflow
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A R R R Associates
@@ -13,6 +13,63 @@
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<section class="rounded-2xl bg-white p-5 shadow-soft"><h3 class="text-sm font-semibold text-slate-900">Client & Service</h3><dl class="mt-4 space-y-3 text-sm"><div><dt class="text-slate-500">Client</dt><dd class="font-medium text-slate-900">{{ row.client.client_name if row.client else '-' }}</dd></div><div><dt class="text-slate-500">Service</dt><dd class="font-medium text-slate-900">{{ row.catalogue.service_name if row.catalogue else '-' }}</dd></div><div><dt class="text-slate-500">Financial Year</dt><dd>{{ row.financial_year or '-' }}</dd></div><div><dt class="text-slate-500">Assessment Year</dt><dd>{{ row.assessment_year or '-' }}</dd></div><div><dt class="text-slate-500">Engagement Type</dt><dd>{{ 'Assurance' if row.engagement_type == 'assurance' else 'Non-Assurance' }}</dd></div><div><dt class="text-slate-500">Original Due Date</dt><dd>{{ row.original_due_date or '-' }}</dd></div><div><dt class="text-slate-500">Expiry Date</dt><dd>{{ row.expiry_date or '-' }}</dd></div><div><dt class="text-slate-500">Current Due Date</dt><dd class="font-medium text-slate-900">{{ row.current_due_date or '-' }}{% if row.due_date_source %}<span class="ml-2 rounded-full bg-slate-100 px-2 py-1 text-xs font-medium text-slate-600">{{ row.due_date_source|replace('_',' ')|title }}</span>{% endif %}</dd></div><div><dt class="text-slate-500">Status</dt><dd>{{ 'Locked' if row.is_locked else row.status|replace('_',' ')|title }}{% if not row.is_active %} / Inactive{% endif %}</dd></div><div><dt class="text-slate-500">Period</dt><dd>{{ row.start_date or '-' }} to {{ row.end_date or '-' }}</dd></div></dl></section>
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<section class="rounded-2xl bg-white p-5 shadow-soft"><h3 class="text-sm font-semibold text-slate-900">Assignment</h3><dl class="mt-4 space-y-3 text-sm"><div><dt class="text-slate-500">Partner</dt><dd>{{ row.assigned_partner.full_name if row.assigned_partner and row.assigned_partner.full_name else (row.assigned_partner.email if row.assigned_partner else '-') }}</dd></div><div><dt class="text-slate-500">Manager</dt><dd>{{ row.assigned_manager.full_name if row.assigned_manager and row.assigned_manager.full_name else (row.assigned_manager.email if row.assigned_manager else '-') }}</dd></div><div><dt class="text-slate-500">Staff</dt><dd>{{ row.assigned_staff.full_name if row.assigned_staff and row.assigned_staff.full_name else (row.assigned_staff.email if row.assigned_staff else '-') }}</dd></div><div><dt class="text-slate-500">Review Partner</dt><dd>{{ row.review_partner.full_name if row.review_partner and row.review_partner.full_name else (row.review_partner.email if row.review_partner else '-') }}</dd></div></dl></section>
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</div>
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{% if row.quality_workflow_required %}
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<section class="rounded-2xl border border-indigo-200 bg-indigo-50 p-5 shadow-soft">
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<div class="flex flex-wrap items-start justify-between gap-4">
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<div>
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<h3 class="text-sm font-semibold text-indigo-950">AQMM Engagement Quality Workflow</h3>
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<p class="mt-1 text-sm text-indigo-800">Mandatory because this is an assurance engagement. Client master creation and CSV import do not trigger AQMM; this workflow is engagement-specific.</p>
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</div>
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<span class="rounded-full px-3 py-1 text-xs font-semibold {% if row.quality_acceptance_status == 'approved' %}bg-emerald-100 text-emerald-700{% elif row.quality_workflow_status == 'ready_for_approval' %}bg-sky-100 text-sky-700{% else %}bg-amber-100 text-amber-800{% endif %}">{{ row.quality_workflow_status|replace('_',' ')|title }}</span>
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</div>
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{% if row.quality_block_reason %}<div class="mt-3 rounded-xl border border-amber-200 bg-white/80 px-4 py-3 text-sm text-amber-800">Blocked reason: {{ row.quality_block_reason }}</div>{% endif %}
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<div class="mt-4 grid gap-3 md:grid-cols-4">
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<div class="rounded-xl bg-white px-4 py-3 border border-indigo-100"><div class="text-xs font-semibold uppercase text-slate-500">Independence</div><div class="mt-1 text-sm font-medium text-slate-900">{{ row.quality_independence_status|replace('_',' ')|title }}</div></div>
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<div class="rounded-xl bg-white px-4 py-3 border border-indigo-100"><div class="text-xs font-semibold uppercase text-slate-500">Conflict</div><div class="mt-1 text-sm font-medium text-slate-900">{{ row.quality_conflict_status|replace('_',' ')|title }}</div></div>
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<div class="rounded-xl bg-white px-4 py-3 border border-indigo-100"><div class="text-xs font-semibold uppercase text-slate-500">KYC</div><div class="mt-1 text-sm font-medium text-slate-900">{{ row.quality_kyc_status|replace('_',' ')|title }}</div></div>
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<div class="rounded-xl bg-white px-4 py-3 border border-indigo-100"><div class="text-xs font-semibold uppercase text-slate-500">Engagement Letter</div><div class="mt-1 text-sm font-medium text-slate-900">{{ row.quality_engagement_letter_status|replace('_',' ')|title }}</div></div>
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</div>
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{% if can_manage and not row.is_locked %}
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<div class="mt-5 flex flex-wrap gap-2">
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<form method="post" action="/services/engagements/{{ row.id }}/aqmm/initiate"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><button class="rounded-xl bg-indigo-600 px-4 py-2 text-sm font-medium text-white hover:bg-indigo-700">Initiate / Sync AQMM</button></form>
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<form method="post" action="/services/engagements/{{ row.id }}/aqmm/request-declarations"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><button class="rounded-xl border border-indigo-300 bg-white px-4 py-2 text-sm font-medium text-indigo-700 hover:bg-indigo-50">Request Declarations</button></form>
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<form method="post" action="/services/engagements/{{ row.id }}/aqmm/kyc/verify" class="flex gap-2"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><input name="notes" placeholder="KYC notes" class="rounded-xl border border-indigo-200 px-3 py-2 text-sm"><button class="rounded-xl border border-indigo-300 bg-white px-4 py-2 text-sm font-medium text-indigo-700 hover:bg-indigo-50">Verify KYC</button></form>
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</div>
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<div class="mt-3 flex flex-wrap gap-2">
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<form method="post" action="/services/engagements/{{ row.id }}/aqmm/engagement-letter/complete" class="flex gap-2"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><select name="acceptance_mode" class="rounded-xl border border-indigo-200 px-3 py-2 text-sm"><option value="digital_otp">Digital OTP accepted</option><option value="manual_signed_upload">Manual signed copy verified</option></select><input name="notes" placeholder="Letter evidence note" class="rounded-xl border border-indigo-200 px-3 py-2 text-sm"><button class="rounded-xl border border-indigo-300 bg-white px-4 py-2 text-sm font-medium text-indigo-700 hover:bg-indigo-50">Complete Engagement Letter</button></form>
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<form method="post" action="/services/engagements/{{ row.id }}/aqmm/approve"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><button class="rounded-xl bg-emerald-600 px-4 py-2 text-sm font-medium text-white hover:bg-emerald-700">Approve AQMM & Activate</button></form>
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</div>
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{% endif %}
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{% if my_pending_declarations %}
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<div class="mt-5 rounded-2xl border border-white bg-white p-4">
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<h4 class="text-sm font-semibold text-slate-900">My Pending Declarations</h4>
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<div class="mt-3 space-y-3">
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{% for declaration in my_pending_declarations %}
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<form method="post" action="/services/engagements/{{ row.id }}/aqmm/declarations/{{ declaration.id }}/respond" class="rounded-xl border border-slate-200 p-3">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<div class="text-sm font-medium text-slate-900">{{ declaration.declaration_type|title }} Declaration</div>
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<textarea name="notes" rows="2" placeholder="Declaration remarks / safeguards if any" class="mt-2 w-full rounded-xl border border-slate-300 px-3 py-2 text-sm"></textarea>
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<div class="mt-2 flex flex-wrap gap-2"><button name="status" value="declared_clear" class="rounded-xl bg-emerald-600 px-3 py-2 text-xs font-medium text-white">Declare Clear</button><button name="status" value="conflict_declared" class="rounded-xl bg-rose-600 px-3 py-2 text-xs font-medium text-white">Report Issue / Conflict</button><button name="status" value="not_applicable" class="rounded-xl border border-slate-300 px-3 py-2 text-xs font-medium text-slate-700">Not Applicable</button></div>
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</form>
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{% endfor %}
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</div>
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</div>
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{% endif %}
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{% if declarations %}
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<div class="mt-5 overflow-hidden rounded-2xl bg-white border border-indigo-100">
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<div class="border-b border-slate-100 px-4 py-3 text-sm font-semibold text-slate-900">Declarations</div>
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<table class="min-w-full divide-y divide-slate-200 text-sm"><thead class="bg-slate-50"><tr><th class="px-3 py-2 text-left">Type</th><th class="px-3 py-2 text-left">User</th><th class="px-3 py-2 text-left">Role</th><th class="px-3 py-2 text-left">Status</th><th class="px-3 py-2 text-left">Responded</th></tr></thead><tbody class="divide-y divide-slate-100">{% for d in declarations %}<tr><td class="px-3 py-2">{{ d.declaration_type|title }}</td><td class="px-3 py-2">{{ d.requested_user.full_name if d.requested_user and d.requested_user.full_name else (d.requested_user.email if d.requested_user else '-') }}</td><td class="px-3 py-2">{{ d.requested_role or '-' }}</td><td class="px-3 py-2">{{ d.status|replace('_',' ')|title }}</td><td class="px-3 py-2">{{ d.responded_at_utc or '-' }}</td></tr>{% endfor %}</tbody></table>
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</div>
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{% endif %}
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</section>
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{% endif %}
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{% if can_manage and not row.is_locked %}<form method="post" action="/services/engagements/{{ row.id }}/lock" class="rounded-2xl border border-amber-200 bg-white p-5 shadow-soft"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><h3 class="text-sm font-semibold text-slate-900">Year-end Lock</h3><p class="mt-2 text-sm text-slate-600">Lock this engagement when the year is complete. After locking, it becomes read-only history.</p><button class="mt-4 rounded-xl bg-amber-600 px-4 py-2 text-sm font-medium text-white hover:bg-amber-700">Lock Engagement</button></form>{% endif %}
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<section class="overflow-hidden rounded-2xl bg-white shadow-soft">
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