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Auto-sync system default tasks to firms and open engagements

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A R R R Associates
2026-09-19 12:47:53 +05:30
parent f6776cc96a
commit 2d6043962b
9 changed files with 857 additions and 313 deletions
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app/modules/services/templates/services/task_template_detail.html
+39 -2
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@@ -25,6 +25,9 @@
{% if request.query_params.get('move_error') %}<div class="rounded-2xl border border-red-200 bg-red-50 p-4 text-sm text-red-800">Task could not be moved.</div>{% endif %}
{% if request.query_params.get('imported') %}<div class="rounded-2xl border border-emerald-200 bg-emerald-50 p-4 text-sm text-emerald-800">Excel import completed: {{ request.query_params.get('created','0') }} created, {{ request.query_params.get('updated','0') }} updated.</div>{% endif %}
{% if request.query_params.get('import_error') %}<div class="rounded-2xl border border-red-200 bg-red-50 p-4 text-sm text-red-800">Excel import failed validation. No partial update was committed.</div>{% endif %}
{% if request.query_params.get('system_upgraded') %}<div class="rounded-2xl border border-emerald-200 bg-emerald-50 p-4 text-sm text-emerald-800">System update applied to the firm task. Safe unstarted tasks in open engagements were refreshed automatically.</div>{% endif %}
{% if request.query_params.get('system_kept') %}<div class="rounded-2xl border border-blue-200 bg-blue-50 p-4 text-sm text-blue-800">Firm customization retained for this system revision. You will be prompted again when the system default changes in a later revision.</div>{% endif %}
{% if request.query_params.get('sync_success') %}<div class="rounded-2xl border border-emerald-200 bg-emerald-50 p-4 text-sm text-emerald-800">System defaults synchronized: {{ request.query_params.get('created','0') }} created, {{ request.query_params.get('updated','0') }} updated, {{ request.query_params.get('custom_updates','0') }} customized task(s) awaiting review.</div>{% endif %}
{% if can_manage_tasks %}
@@ -46,7 +49,7 @@
<div class="rounded-2xl bg-white p-5 shadow-soft">
<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">System Defaults</div>
<div class="mt-2 text-lg font-semibold text-slate-900">{{ default_tasks|length }}</div>
<p class="mt-1 text-sm text-slate-500">Defaults may be copied and customised for the firm.</p>
<p class="mt-1 text-sm text-slate-500">Inherited defaults stay synchronized automatically; customized tasks require Firm Admin approval before a later system update is applied.</p>
</div>
</section>
@@ -60,7 +63,7 @@
{% if default_tasks|length > 0 %}
<form method="post" action="/services/catalogue/{{ service.id }}/firm-tasks/sync-system-defaults">
<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
<button class="rounded-xl border border-brand-300 px-4 py-2 text-sm font-medium text-brand-700 hover:bg-brand-50" type="submit">Copy System Defaults</button>
<button class="rounded-xl border border-brand-300 px-4 py-2 text-sm font-medium text-brand-700 hover:bg-brand-50" type="submit">Sync System Defaults</button>
</form>
{% endif %}
</div>
@@ -205,6 +208,40 @@
</td>
<td class="px-4 py-3 text-sm text-slate-700">
<div class="font-medium text-slate-900">{{ task.task_name }}</div>
<div class="mt-1 flex flex-wrap gap-1">
{% if task.source_system_task_id %}
{% if task.is_customized %}<span class="rounded-full bg-amber-50 px-2 py-0.5 text-[10px] font-semibold text-amber-700">Customized</span>{% else %}<span class="rounded-full bg-emerald-50 px-2 py-0.5 text-[10px] font-semibold text-emerald-700">System inherited</span>{% endif %}
{% else %}
<span class="rounded-full bg-slate-100 px-2 py-0.5 text-[10px] font-semibold text-slate-600">Firm-only</span>
{% endif %}
{% if task.system_update_available %}<span class="rounded-full bg-violet-100 px-2 py-0.5 text-[10px] font-semibold text-violet-800">System update available</span>{% endif %}
</div>
{% if task.system_update_available %}
{% set changes = system_update_diff_map.get(task.id, []) if system_update_diff_map else [] %}
<div class="mt-2 rounded-xl border border-violet-200 bg-violet-50 p-3 text-xs text-violet-950">
<div class="font-semibold">A newer system default is available. Your firm customization has not been overwritten.</div>
{% if changes %}
<div class="mt-2 space-y-1">
{% for change in changes[:5] %}
<div><span class="font-medium">{{ change.label }}:</span> {{ change.firm if change.firm is not none else '-' }} → {{ change.system if change.system is not none else '-' }}</div>
{% endfor %}
{% if changes|length > 5 %}<div class="text-violet-700">+ {{ changes|length - 5 }} more change(s)</div>{% endif %}
</div>
{% endif %}
{% if can_manage_tasks %}
<div class="mt-3 flex flex-wrap gap-2">
<form method="post" action="/services/templates/{{ service.id }}/tasks/{{ task.id }}/system-update/upgrade" onsubmit="return confirm('Upgrade this customized firm task to the latest system default? Safe unstarted tasks in open engagements will also be refreshed.');">
<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
<button class="rounded-lg bg-violet-700 px-3 py-1.5 text-[11px] font-semibold text-white hover:bg-violet-800">Upgrade to System</button>
</form>
<form method="post" action="/services/templates/{{ service.id }}/tasks/{{ task.id }}/system-update/keep-firm">
<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
<button class="rounded-lg border border-violet-300 bg-white px-3 py-1.5 text-[11px] font-semibold text-violet-800 hover:bg-violet-100">Keep Firm Version</button>
</form>
</div>
{% endif %}
</div>
{% endif %}
{% if task.task_category %}<div class="mt-1 text-[11px] font-semibold uppercase tracking-wide text-brand-600">Category: {{ task.task_category }}</div>{% endif %}
{% if task.description %}<div class="mt-1 text-xs text-slate-500">{{ task.description }}</div>{% endif %}
</td>