Allow staff work assignments across financial years

app/modules/employees/service.py

@@ -3158,6 +3158,28 @@ def list_employee_work_kanban(
     if page_size not in {10, 25, 50}:
         page_size = 10
 
+    # Staff work is cross-FY by default. The global ERP FY must not silently
+    # hide an engagement assigned to this employee. financial_year is therefore
+    # an explicit optional filter only.
+    fy_stmt = (
+        select(ClientServiceTaskInstance.financial_year)
+        .where(
+            ClientServiceTaskInstance.tenant_id == scope.tenant_id,
+            ClientServiceTaskInstance.is_active.is_(True),
+            _employee_owned_task_condition(scope),
+        )
+    )
+    if scope.branch_id is not None:
+        fy_stmt = fy_stmt.where(ClientServiceTaskInstance.branch_id == scope.branch_id)
+    financial_year_options = sorted(
+        {
+            str(value).strip()
+            for value in db.execute(fy_stmt).scalars().all()
+            if str(value or "").strip()
+        },
+        reverse=True,
+    )
+
     stmt = _employee_work_task_query(
         db,
         scope,
@@ -3309,7 +3331,7 @@ def list_employee_work_kanban(
         if not is_closed and not card["next_task_name"]:
             card["next_task_name"] = task.task_name
 
-    # Options are derived from the employee's assigned engagements in the active FY.
+    # Options are derived from the employee's assigned engagements in the selected FY, or all assigned years when no FY filter is selected.
     period_options = sorted({str(card.get("period_label") or "").strip() for card in engagement_lookup.values() if str(card.get("period_label") or "").strip()})
     service_options = sorted({str(card.get("service_name") or "").strip() for card in engagement_lookup.values() if str(card.get("service_name") or "").strip()}, key=str.casefold)
 
@@ -3493,6 +3515,7 @@ def list_employee_work_kanban(
         "status": status_filter,
         "today": today,
         "filters": {
+            "financial_year": (financial_year or "").strip(),
             "period": period_filter,
             "service": service_filter,
             "due": due_filter,
@@ -3500,6 +3523,7 @@ def list_employee_work_kanban(
             "page_size": page_size,
         },
         "filter_options": {
+            "financial_years": financial_year_options,
             "periods": period_options,
             "services": service_options,
         },