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Auto initialise firm tasks from system defaults

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A R R R Associates
2026-08-03 17:43:18 +05:30
parent 34c258e26e
commit 4274676513
2 changed files with 118 additions and 2 deletions
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app/modules/services/templates/services/catalogue_list.html
+28 -1
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@@ -24,6 +24,15 @@
Bulk update completed: <span class="font-semibold">{{ request.query_params.get('bulk_updated', '0') }}</span> changed,
<span class="font-semibold">{{ request.query_params.get('bulk_unchanged', '0') }}</span> already in the requested state,
and <span class="font-semibold">{{ request.query_params.get('bulk_skipped', '0') }}</span> skipped.
{% if request.query_params.get('bulk_action') == 'enable' %}
<div class="mt-2">
<span class="font-semibold">{{ request.query_params.get('tasks_copied', '0') }}</span> system-default tasks copied.
<span class="font-semibold">{{ request.query_params.get('services_existing_tasks', '0') }}</span> services already had firm tasks and were preserved.
{% if request.query_params.get('services_without_defaults', '0') != '0' %}
<span class="font-semibold">{{ request.query_params.get('services_without_defaults', '0') }}</span> services had no system-default tasks.
{% endif %}
</div>
{% endif %}
</div>
{% elif request.query_params.get('bulk_action') == 'no_selection' %}
<div class="rounded-2xl border border-amber-200 bg-amber-50 p-4 text-sm text-amber-800">Select at least one service before applying a bulk action.</div>
@@ -33,9 +42,27 @@
<div class="rounded-2xl border border-red-200 bg-red-50 p-4 text-sm text-red-800">The requested bulk action is invalid.</div>
{% endif %}
{% if request.query_params.get('service_action') == 'enabled' %}
<div class="rounded-2xl border border-emerald-200 bg-emerald-50 p-4 text-sm text-emerald-800">
Service selected for the firm.
{% if request.query_params.get('existing_tasks') == '1' %}
Existing firm task templates were preserved without changes.
{% elif request.query_params.get('tasks_copied', '0') != '0' %}
<span class="font-semibold">{{ request.query_params.get('tasks_copied', '0') }}</span> system-default tasks were copied automatically.
{% else %}
No system-default tasks were available to copy.
{% endif %}
</div>
{% elif request.query_params.get('service_action') == 'disabled' %}
<div class="rounded-2xl border border-amber-200 bg-amber-50 p-4 text-sm text-amber-800">
Service disabled for the firm. Existing firm task templates were retained for future re-enablement.
</div>
{% endif %}
{% if can_manage_firm_services %}
<div class="rounded-2xl border border-emerald-200 bg-emerald-50 p-4 text-sm text-emerald-800">
Select the services your firm provides. Once selected, you can open <span class="font-semibold">Firm Task Templates</span> and customise tasks for your firm.
Select the services your firm provides. System-default tasks are copied automatically only when that service has no existing firm task templates. Existing customised firm tasks are never overwritten.
</div>
{% endif %}