Add System and Firm Admin task controls
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A R R R Associates
@@ -145,12 +145,111 @@
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</section>
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="flex items-center justify-between"><h3 class="text-sm font-semibold text-slate-900">System Default Tasks</h3>{% if can_edit %}<a href="/services/catalogue/{{ catalogue.id }}/defaults" class="text-sm font-medium text-brand-700 hover:underline">Manage</a>{% endif %}</div>
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<div class="flex flex-wrap items-center justify-between gap-3">
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<div>
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<h3 class="text-sm font-semibold text-slate-900">System Default Tasks</h3>
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<p class="mt-1 text-xs text-slate-500">System Admin controls the standard task template used as the base for firms.</p>
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</div>
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{% if is_system_admin and can_edit %}
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<a href="/services/catalogue/{{ catalogue.id }}/defaults" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">Manage Defaults</a>
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{% endif %}
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</div>
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<div class="mt-4 space-y-3">
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{% for task in default_templates %}
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<div class="rounded-xl border border-slate-200 p-4"><div class="text-sm font-semibold text-slate-900">{{ task.sequence_no }}. {{ task.task_name }}</div><div class="mt-1 text-xs text-slate-500">Role: {{ task.default_role_name or '-' }} · Mandatory: {{ 'Yes' if task.is_mandatory else 'No' }} · Review: {{ 'Yes' if task.requires_review else 'No' }}</div>{% if task.description %}<p class="mt-2 text-sm text-slate-700">{{ task.description }}</p>{% endif %}</div>
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{% else %}<div class="rounded-xl border border-dashed border-slate-300 p-6 text-sm text-slate-500">No system default tasks configured yet.</div>{% endfor %}
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<div class="rounded-xl border border-slate-200 p-4">
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<div class="flex flex-wrap items-start justify-between gap-3">
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<div class="min-w-0">
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<div class="text-sm font-semibold text-slate-900">{{ task.sequence_no }}. {{ task.task_name }}</div>
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<div class="mt-1 text-xs text-slate-500">
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Role: {{ task.default_role_name or '-' }} ·
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Mandatory: {{ 'Yes' if task.is_mandatory else 'No' }} ·
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Review: {{ 'Yes' if task.requires_review else 'No' }} ·
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{{ 'Active' if task.is_active else 'Inactive' }}
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</div>
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{% if task.description %}<p class="mt-2 text-sm text-slate-700">{{ task.description }}</p>{% endif %}
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</div>
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{% if is_system_admin and can_edit %}
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<a href="/services/catalogue/{{ catalogue.id }}/defaults/{{ task.id }}/edit"
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class="shrink-0 rounded-lg border border-brand-200 bg-brand-50 px-3 py-1.5 text-xs font-semibold text-brand-700 hover:bg-brand-100">
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Edit
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</a>
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{% endif %}
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</div>
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</div>
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{% else %}
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<div class="rounded-xl border border-dashed border-slate-300 p-6 text-sm text-slate-500">No system default tasks configured yet.</div>
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{% endfor %}
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</div>
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</section>
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{% if current_selection and current_selection.is_enabled %}
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="flex flex-wrap items-center justify-between gap-3">
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<div>
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<h3 class="text-sm font-semibold text-slate-900">Firm Task Configuration</h3>
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<p class="mt-1 text-xs text-slate-500">
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Firm Admin can edit, disable or enable tasks for this firm and add extra firm-only tasks.
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System defaults are not changed.
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</p>
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</div>
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{% if can_manage_firm_tasks %}
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<div class="flex flex-wrap gap-2">
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<a href="/services/templates/{{ catalogue.id }}"
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class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">
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Add / Manage Firm Tasks
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</a>
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</div>
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{% endif %}
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</div>
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<div class="mt-4 space-y-3">
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{% for task in current_templates %}
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<div class="rounded-xl border p-4 {% if task.is_active %}border-slate-200{% else %}border-slate-200 bg-slate-50 opacity-80{% endif %}">
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<div class="flex flex-wrap items-start justify-between gap-3">
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<div class="min-w-0">
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<div class="flex flex-wrap items-center gap-2">
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<div class="text-sm font-semibold text-slate-900">{{ task.sequence_no }}. {{ task.task_name }}</div>
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<span class="rounded-full px-2 py-1 text-[11px] font-semibold {% if task.is_active %}bg-emerald-100 text-emerald-700{% else %}bg-slate-200 text-slate-600{% endif %}">
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{{ 'Enabled for Firm' if task.is_active else 'Disabled for Firm' }}
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</span>
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</div>
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<div class="mt-1 text-xs text-slate-500">
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Role: {{ task.default_role_name or '-' }} ·
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Mandatory: {{ 'Yes' if task.is_mandatory else 'No' }} ·
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Review: {{ 'Yes' if task.requires_review else 'No' }}
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</div>
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{% if task.description %}<p class="mt-2 text-sm text-slate-700">{{ task.description }}</p>{% endif %}
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</div>
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{% if can_manage_firm_tasks %}
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<div class="flex shrink-0 flex-wrap items-center gap-2">
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<a href="/services/templates/{{ catalogue.id }}/tasks/{{ task.id }}/edit"
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class="rounded-lg border border-brand-200 bg-brand-50 px-3 py-1.5 text-xs font-semibold text-brand-700 hover:bg-brand-100">
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Edit
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</a>
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<form method="post" action="/services/templates/{{ catalogue.id }}/tasks/{{ task.id }}/toggle-active">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<button type="submit"
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class="rounded-lg border px-3 py-1.5 text-xs font-semibold {% if task.is_active %}border-amber-300 bg-amber-50 text-amber-700 hover:bg-amber-100{% else %}border-emerald-300 bg-emerald-50 text-emerald-700 hover:bg-emerald-100{% endif %}">
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{{ 'Disable for Firm' if task.is_active else 'Enable for Firm' }}
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</button>
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</form>
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</div>
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{% endif %}
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</div>
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</div>
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{% else %}
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<div class="rounded-xl border border-dashed border-slate-300 p-6 text-sm text-slate-500">
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No firm task templates are configured yet. Use <strong>Add / Manage Firm Tasks</strong> to copy defaults or add firm-specific tasks.
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</div>
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{% endfor %}
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</div>
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<div class="mt-4 rounded-xl border border-blue-200 bg-blue-50 px-4 py-3 text-xs text-blue-800">
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Editing or disabling a firm task affects future task generation only. Existing engagement task instances remain unchanged.
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</div>
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</section>
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{% endif %}
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</div>
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{% endblock %}
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@@ -186,7 +186,21 @@
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{% endif %}
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</td>
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<td class="px-4 py-3 text-right align-top">
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{% if can_manage_tasks %}<a href="/services/templates/{{ service.id }}/tasks/{{ task.id }}/edit" class="text-sm font-medium text-brand-700 hover:underline">Edit</a>{% endif %}
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{% if can_manage_tasks %}
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<div class="flex flex-col items-end gap-2">
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<a href="/services/templates/{{ service.id }}/tasks/{{ task.id }}/edit"
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class="rounded-lg border border-brand-200 bg-brand-50 px-3 py-1.5 text-xs font-semibold text-brand-700 hover:bg-brand-100">
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Edit
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</a>
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<form method="post" action="/services/templates/{{ service.id }}/tasks/{{ task.id }}/toggle-active">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<button type="submit"
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class="rounded-lg border px-3 py-1.5 text-xs font-semibold {% if task.is_active %}border-amber-300 bg-amber-50 text-amber-700 hover:bg-amber-100{% else %}border-emerald-300 bg-emerald-50 text-emerald-700 hover:bg-emerald-100{% endif %}">
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{{ 'Disable for Firm' if task.is_active else 'Enable for Firm' }}
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</button>
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</form>
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</div>
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{% endif %}
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</td>
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</tr>
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{% else %}
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