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Add bulk client registration addition

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A R R R Associates
2026-08-06 14:32:59 +05:30
parent a57c11da77
commit 4248aae4d3
3 changed files with 694 additions and 2 deletions
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app/modules/registrations/templates/registrations/bulk.html
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{% extends "ui/templates/base/layout.html" %}
{% block content %}
<div class="space-y-6">
{% set _uiux_partner_role_text = (current_user_roles or [])|join('|')|lower %}
{% if 'partner' in _uiux_partner_role_text %}
{% include "ui/templates/components/partner_navigation_v2.html" %}
{% endif %}
<div class="flex flex-wrap items-start justify-between gap-3">
<div>
<h1 class="text-2xl font-semibold text-slate-900">Bulk Registration Addition</h1>
<p class="text-sm text-slate-500">
Add the same registration type to multiple clients while entering each client’s unique registration number.
</p>
</div>
<a href="/registrations"
class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">
Registrations Dashboard
</a>
</div>
{% if created or skipped or invalid %}
<div class="grid gap-3 sm:grid-cols-3">
<div class="rounded-2xl bg-white p-4 shadow-soft">
<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Created</div>
<div class="mt-1 text-2xl font-semibold text-emerald-700">{{ created }}</div>
</div>
<div class="rounded-2xl bg-white p-4 shadow-soft">
<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Duplicates Skipped</div>
<div class="mt-1 text-2xl font-semibold text-amber-700">{{ skipped }}</div>
</div>
<div class="rounded-2xl bg-white p-4 shadow-soft">
<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Invalid / Missing</div>
<div class="mt-1 text-2xl font-semibold text-rose-700">{{ invalid }}</div>
</div>
</div>
{% endif %}
<form method="post" action="/registrations/bulk" id="bulk-registration-form" class="space-y-5">
<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
<section class="rounded-2xl bg-white p-5 shadow-soft">
<h2 class="text-base font-semibold text-slate-900">Common Registration Settings</h2>
<div class="mt-4 grid gap-4 md:grid-cols-2 xl:grid-cols-3">
<div>
<label class="mb-1 block text-sm font-medium text-slate-700">Registration Type *</label>
<select name="registration_type_id" required
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
<option value="">Select registration type</option>
{% for row in types %}
<option value="{{ row.id }}">{{ row.name }} ({{ row.code }})</option>
{% endfor %}
</select>
</div>
<div>
<label class="mb-1 block text-sm font-medium text-slate-700">Default Scope</label>
<select name="default_scope"
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
<option value="client">Client / Entity</option>
<option value="primary_business">Primary Business Unit</option>
<option value="primary_branch">Primary Client Branch</option>
</select>
<p class="mt-1 text-xs text-slate-500">
Per-client Business Unit and Branch selections in the table override this default.
</p>
</div>
<div>
<label class="mb-1 block text-sm font-medium text-slate-700">Lifecycle Rule</label>
<select name="lifecycle_rule_id"
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
<option value="">Automatic rule</option>
{% for rule, registration_type in rules %}
<option value="{{ rule.id }}">
{{ registration_type.name }} — {{ rule.cycle_type|replace('_', ' ')|title }}
</option>
{% endfor %}
</select>
</div>
<div>
<label class="mb-1 block text-sm font-medium text-slate-700">Issue Date</label>
<input type="date" name="issue_date"
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
</div>
<div>
<label class="mb-1 block text-sm font-medium text-slate-700">Effective From</label>
<input type="date" name="effective_from"
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
</div>
<div>
<label class="mb-1 block text-sm font-medium text-slate-700">Valid Until</label>
<input type="date" name="valid_until"
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
</div>
<div>
<label class="mb-1 block text-sm font-medium text-slate-700">Next Update / Confirmation</label>
<input type="date" name="next_action_date"
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
</div>
<div>
<label class="mb-1 block text-sm font-medium text-slate-700">Jurisdiction</label>
<input name="jurisdiction"
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
</div>
<div>
<label class="mb-1 block text-sm font-medium text-slate-700">State Code</label>
<input name="state_code" maxlength="10"
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
</div>
<div>
<label class="mb-1 block text-sm font-medium text-slate-700">Responsible Party</label>
<select name="responsible_party"
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
<option value="firm">Firm</option>
<option value="client">Client</option>
<option value="consultant">Consultant</option>
</select>
</div>
<div>
<label class="mb-1 block text-sm font-medium text-slate-700">Assigned Consultant</label>
<select name="assigned_consultant_id"
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
<option value="">No consultant</option>
{% for row in consultants %}
<option value="{{ row.id }}">
{{ row.display_name or row.name or ('Consultant #' ~ row.id) }}
</option>
{% endfor %}
</select>
</div>
<div class="flex items-end">
<label class="inline-flex items-center gap-2 pb-2 text-sm text-slate-700">
<input type="checkbox" name="auto_create_task" checked
class="rounded border-slate-300">
Auto-create renewal work
</label>
</div>
<div class="md:col-span-2 xl:col-span-3">
<label class="mb-1 block text-sm font-medium text-slate-700">Common Notes</label>
<textarea name="notes" rows="2"
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm"></textarea>
</div>
</div>
</section>
<section class="rounded-2xl bg-white shadow-soft">
<div class="flex flex-wrap items-end justify-between gap-3 border-b border-slate-200 p-4">
<div class="flex flex-wrap items-end gap-3">
<div>
<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">
Search Clients
</label>
<input type="search" id="client-search"
placeholder="Code, client name, PAN, GSTIN or trade name"
class="w-96 max-w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
</div>
<button type="button" id="clear-search"
class="rounded-xl border border-slate-300 px-4 py-2 text-sm text-slate-700">
Clear
</button>
</div>
<div class="text-sm text-slate-600">
<span id="selected-count" class="font-semibold text-slate-900">0</span> clients selected
</div>
</div>
<div class="max-h-[36rem] overflow-auto">
<table class="min-w-[1500px] divide-y divide-slate-200">
<thead class="sticky top-0 z-10 bg-slate-50">
<tr>
<th class="w-12 px-3 py-3 text-left">
<input type="checkbox" id="select-all-visible" class="rounded border-slate-300">
</th>
<th class="px-3 py-3 text-left text-xs font-semibold uppercase text-slate-500">Client</th>
<th class="px-3 py-3 text-left text-xs font-semibold uppercase text-slate-500">PAN / Existing GSTIN</th>
<th class="px-3 py-3 text-left text-xs font-semibold uppercase text-slate-500">Registration Number *</th>
<th class="px-3 py-3 text-left text-xs font-semibold uppercase text-slate-500">Business Unit</th>
<th class="px-3 py-3 text-left text-xs font-semibold uppercase text-slate-500">Client Branch</th>
<th class="px-3 py-3 text-left text-xs font-semibold uppercase text-slate-500">Legal Name</th>
<th class="px-3 py-3 text-left text-xs font-semibold uppercase text-slate-500">Trade / Unit Name</th>
<th class="px-3 py-3 text-left text-xs font-semibold uppercase text-slate-500">State</th>
</tr>
</thead>
<tbody class="divide-y divide-slate-100">
{% for client in clients %}
{% set client_businesses = businesses_by_client.get(client.id, []) %}
{% set client_branches = branches_by_client.get(client.id, []) %}
<tr class="client-row align-top"
data-search="{{ ((client.client_code or '') ~ ' ' ~ (client.client_name or '') ~ ' ' ~ (client.pan or '') ~ ' ' ~ (client.gstin or '') ~ ' ' ~ (client.trade_name or ''))|lower|e }}">
<td class="px-3 py-3">
<input type="checkbox" name="client_ids" value="{{ client.id }}"
class="client-checkbox rounded border-slate-300">
</td>
<td class="px-3 py-3 text-sm">
<div class="font-medium text-slate-900">{{ client.client_name }}</div>
<div class="text-xs text-slate-500">{{ client.client_code or '' }}</div>
</td>
<td class="px-3 py-3 text-xs text-slate-600">
<div>PAN: {{ client.pan or '-' }}</div>
<div>GSTIN: {{ client.gstin or '-' }}</div>
</td>
<td class="px-3 py-3">
<input name="registration_number_{{ client.id }}"
placeholder="Unique number"
class="w-48 rounded-lg border border-slate-300 px-2 py-1.5 text-sm uppercase">
</td>
<td class="px-3 py-3">
<select name="business_unit_id_{{ client.id }}"
class="business-select w-52 rounded-lg border border-slate-300 px-2 py-1.5 text-sm"
data-client="{{ client.id }}">
<option value="">Use default / Client level</option>
{% for row in client_businesses %}
<option value="{{ row.id }}">{{ row.business_name }}</option>
{% endfor %}
</select>
</td>
<td class="px-3 py-3">
<select name="client_branch_id_{{ client.id }}"
class="branch-select w-52 rounded-lg border border-slate-300 px-2 py-1.5 text-sm"
data-client="{{ client.id }}">
<option value="">Use default / No branch</option>
{% for row in client_branches %}
<option value="{{ row.id }}" data-business="{{ row.business_unit_id }}">
{{ row.branch_name }}
</option>
{% endfor %}
</select>
</td>
<td class="px-3 py-3">
<input name="legal_name_{{ client.id }}"
value="{{ client.client_name or '' }}"
class="w-52 rounded-lg border border-slate-300 px-2 py-1.5 text-sm">
</td>
<td class="px-3 py-3">
<input name="trade_name_{{ client.id }}"
value="{{ client.trade_name or '' }}"
class="w-52 rounded-lg border border-slate-300 px-2 py-1.5 text-sm">
</td>
<td class="px-3 py-3">
<input name="state_{{ client.id }}"
value="{{ client.state or '' }}"
class="w-40 rounded-lg border border-slate-300 px-2 py-1.5 text-sm">
</td>
</tr>
{% else %}
<tr>
<td colspan="9" class="px-4 py-8 text-center text-sm text-slate-500">
No active clients are available in the current Firm Branch.
</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
</section>
<div class="flex flex-wrap items-center justify-between gap-3 rounded-2xl bg-white p-4 shadow-soft">
<p class="text-sm text-slate-600">
Rows without a registration number are treated as invalid. Existing registration numbers are skipped without changing their records.
</p>
<div class="flex gap-3">
<a href="/registrations"
class="rounded-xl border border-slate-300 px-4 py-2 text-sm text-slate-700">
Cancel
</a>
<button type="submit"
class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700">
Add Registrations
</button>
</div>
</div>
</form>
</div>
<script>
(function () {
const form = document.getElementById('bulk-registration-form');
const search = document.getElementById('client-search');
const clear = document.getElementById('clear-search');
const rows = Array.from(document.querySelectorAll('.client-row'));
const boxes = Array.from(document.querySelectorAll('.client-checkbox'));
const selectAll = document.getElementById('select-all-visible');
const count = document.getElementById('selected-count');
function visibleRows() {
return rows.filter(row => !row.classList.contains('hidden'));
}
function refreshCount() {
count.textContent = String(boxes.filter(box => box.checked).length);
const visibleBoxes = visibleRows().map(row => row.querySelector('.client-checkbox'));
const checkedVisible = visibleBoxes.filter(box => box.checked).length;
selectAll.checked = visibleBoxes.length > 0 && checkedVisible === visibleBoxes.length;
selectAll.indeterminate = checkedVisible > 0 && checkedVisible < visibleBoxes.length;
}
function filterRows() {
const term = search.value.trim().toLowerCase();
rows.forEach(row => {
row.classList.toggle('hidden', term && !row.dataset.search.includes(term));
});
refreshCount();
}
search.addEventListener('input', filterRows);
clear.addEventListener('click', function () {
search.value = '';
filterRows();
search.focus();
});
boxes.forEach(box => box.addEventListener('change', refreshCount));
selectAll.addEventListener('change', function () {
visibleRows().forEach(row => {
row.querySelector('.client-checkbox').checked = selectAll.checked;
});
refreshCount();
});
document.querySelectorAll('.branch-select').forEach(branchSelect => {
branchSelect.addEventListener('change', function () {
const selected = branchSelect.options[branchSelect.selectedIndex];
const businessId = selected ? selected.dataset.business : '';
if (!businessId) return;
const businessSelect = document.querySelector(
`.business-select[data-client="${branchSelect.dataset.client}"]`
);
if (businessSelect) businessSelect.value = businessId;
});
});
form.addEventListener('submit', function (event) {
const selected = boxes.filter(box => box.checked);
if (!selected.length) {
event.preventDefault();
alert('Select at least one client.');
return;
}
const missing = selected.filter(box => {
const number = document.querySelector(
`[name="registration_number_${box.value}"]`
);
return !number || !number.value.trim();
});
if (missing.length) {
event.preventDefault();
alert('Enter the registration number for every selected client.');
return;
}
if (!confirm(`Add registrations for ${selected.length} selected client${selected.length === 1 ? '' : 's'}?`)) {
event.preventDefault();
}
});
refreshCount();
})();
</script>
{% endblock %}