Prepare ERP source for Gitea deployment
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A R R R Associates
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from __future__ import annotations
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from collections import Counter
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from datetime import date
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from typing import Any
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from sqlalchemy import select, func
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from sqlalchemy.orm import Session, selectinload
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from app.modules.documents.models import EngagementDocument, PermanentClientDocument
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from app.modules.services.models import (
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ClientServiceSubscription,
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ClientServiceTaskInstance,
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ServiceTaskComment,
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)
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OPEN_TASK_STATUSES = {"pending", "in_progress", "blocked", "ready_for_review", "rework"}
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CLOSED_TASK_STATUSES = {"completed", "approved", "closed", "not_applicable"}
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def _client_id(client_row: dict[str, Any]) -> int:
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return int(client_row.get("id") or 0)
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def _tenant_id(client_row: dict[str, Any]) -> int:
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return int(client_row.get("tenant_id") or 0)
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def list_client_engagements(db: Session, client_row: dict[str, Any], *, limit: int = 200, financial_year: str | None = None) -> list[ClientServiceSubscription]:
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"""Return engagements/subscriptions visible to the logged-in client."""
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query = (
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select(ClientServiceSubscription)
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.options(
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selectinload(ClientServiceSubscription.catalogue),
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selectinload(ClientServiceSubscription.assigned_partner),
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selectinload(ClientServiceSubscription.assigned_manager),
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selectinload(ClientServiceSubscription.assigned_staff),
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)
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.where(
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ClientServiceSubscription.tenant_id == _tenant_id(client_row),
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ClientServiceSubscription.client_id == _client_id(client_row),
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ClientServiceSubscription.is_active.is_(True),
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)
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)
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if financial_year:
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query = query.where(ClientServiceSubscription.financial_year == financial_year.strip())
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rows = db.execute(
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query.order_by(
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ClientServiceSubscription.current_due_date.asc().nulls_last(),
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ClientServiceSubscription.updated_at_utc.desc(),
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)
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.limit(max(1, min(int(limit or 200), 500)))
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).scalars().all()
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return rows
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def list_client_tasks_for_engagement(db: Session, client_row: dict[str, Any], engagement_id: int) -> list[ClientServiceTaskInstance]:
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return db.execute(
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select(ClientServiceTaskInstance)
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.options(
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selectinload(ClientServiceTaskInstance.catalogue),
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selectinload(ClientServiceTaskInstance.assigned_to),
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selectinload(ClientServiceTaskInstance.comments).selectinload(ServiceTaskComment.created_by),
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)
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.where(
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ClientServiceTaskInstance.tenant_id == _tenant_id(client_row),
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ClientServiceTaskInstance.client_id == _client_id(client_row),
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ClientServiceTaskInstance.subscription_id == int(engagement_id),
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ClientServiceTaskInstance.is_active.is_(True),
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)
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.order_by(ClientServiceTaskInstance.sequence_no.asc(), ClientServiceTaskInstance.id.asc())
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).scalars().all()
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def get_client_engagement(db: Session, client_row: dict[str, Any], engagement_id: int, *, financial_year: str | None = None) -> ClientServiceSubscription | None:
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query = (
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select(ClientServiceSubscription)
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.options(
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selectinload(ClientServiceSubscription.catalogue),
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selectinload(ClientServiceSubscription.assigned_partner),
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selectinload(ClientServiceSubscription.assigned_manager),
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selectinload(ClientServiceSubscription.assigned_staff),
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)
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.where(
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ClientServiceSubscription.id == int(engagement_id),
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ClientServiceSubscription.tenant_id == _tenant_id(client_row),
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ClientServiceSubscription.client_id == _client_id(client_row),
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ClientServiceSubscription.is_active.is_(True),
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)
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)
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if financial_year:
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query = query.where(ClientServiceSubscription.financial_year == financial_year.strip())
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return db.execute(query).scalar_one_or_none()
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def get_client_task(db: Session, client_row: dict[str, Any], task_id: int, *, financial_year: str | None = None) -> ClientServiceTaskInstance | None:
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query = (
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select(ClientServiceTaskInstance)
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.where(
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ClientServiceTaskInstance.id == int(task_id),
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ClientServiceTaskInstance.tenant_id == _tenant_id(client_row),
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ClientServiceTaskInstance.client_id == _client_id(client_row),
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ClientServiceTaskInstance.is_active.is_(True),
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)
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)
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if financial_year:
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query = query.where(ClientServiceTaskInstance.financial_year == financial_year.strip())
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return db.execute(query).scalar_one_or_none()
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def list_client_visible_comments(db: Session, client_row: dict[str, Any], *, limit: int = 100, financial_year: str | None = None) -> list[ServiceTaskComment]:
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query = (
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select(ServiceTaskComment)
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.options(
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selectinload(ServiceTaskComment.created_by),
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selectinload(ServiceTaskComment.task).selectinload(ClientServiceTaskInstance.catalogue),
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selectinload(ServiceTaskComment.subscription).selectinload(ClientServiceSubscription.catalogue),
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)
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.join(ClientServiceTaskInstance, ClientServiceTaskInstance.id == ServiceTaskComment.task_instance_id)
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.where(
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ServiceTaskComment.tenant_id == _tenant_id(client_row),
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ServiceTaskComment.visibility == "client",
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ServiceTaskComment.is_deleted.is_(False),
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ClientServiceTaskInstance.client_id == _client_id(client_row),
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ClientServiceTaskInstance.tenant_id == _tenant_id(client_row),
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ClientServiceTaskInstance.is_active.is_(True),
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)
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)
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if financial_year:
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query = query.where(ClientServiceTaskInstance.financial_year == financial_year.strip())
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return db.execute(
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query.order_by(ServiceTaskComment.created_at_utc.desc(), ServiceTaskComment.id.desc())
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.limit(max(1, min(int(limit or 100), 300)))
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).scalars().all()
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def create_client_reply(db: Session, *, client_row: dict[str, Any], task: ClientServiceTaskInstance, message: str, user) -> ServiceTaskComment:
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clean_message = (message or "").strip()
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if not clean_message:
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raise ValueError("Reply message is required.")
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if len(clean_message) > 4000:
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raise ValueError("Reply message is too long. Please keep it within 4000 characters.")
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comment = ServiceTaskComment(
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tenant_id=task.tenant_id,
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branch_id=task.branch_id,
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subscription_id=task.subscription_id,
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task_instance_id=task.id,
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comment_type="client_clarification",
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visibility="client",
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message=clean_message,
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created_by_user_id=getattr(user, "id", None),
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)
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db.add(comment)
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db.flush()
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return comment
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def list_client_engagement_documents(db: Session, client_row: dict[str, Any], *, engagement_id: int | None = None, financial_year: str | None = None) -> list[EngagementDocument]:
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stmt = (
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select(EngagementDocument)
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.options(selectinload(EngagementDocument.versions), selectinload(EngagementDocument.engagement).selectinload(ClientServiceSubscription.catalogue))
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.where(
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EngagementDocument.tenant_id == _tenant_id(client_row),
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EngagementDocument.client_id == _client_id(client_row),
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EngagementDocument.is_deleted.is_(False),
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)
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)
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if engagement_id is not None:
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stmt = stmt.where(EngagementDocument.engagement_id == int(engagement_id))
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if financial_year:
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stmt = stmt.where(EngagementDocument.financial_year == financial_year.strip())
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return db.execute(stmt.order_by(EngagementDocument.updated_at_utc.desc())).unique().scalars().all()
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def list_client_permanent_documents(db: Session, client_row: dict[str, Any]) -> list[PermanentClientDocument]:
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return db.execute(
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select(PermanentClientDocument)
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.options(selectinload(PermanentClientDocument.versions))
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.where(
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PermanentClientDocument.tenant_id == _tenant_id(client_row),
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PermanentClientDocument.client_id == _client_id(client_row),
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PermanentClientDocument.is_deleted.is_(False),
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)
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.order_by(PermanentClientDocument.category.asc(), PermanentClientDocument.updated_at_utc.desc())
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).unique().scalars().all()
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def build_client_portal_summary(db: Session, client_row: dict[str, Any], *, financial_year: str | None = None) -> dict[str, Any]:
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engagements = list_client_engagements(db, client_row, limit=500, financial_year=financial_year)
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engagement_ids = [row.id for row in engagements]
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today = date.today()
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task_rows: list[ClientServiceTaskInstance] = []
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if engagement_ids:
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task_rows = db.execute(
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select(ClientServiceTaskInstance).where(
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ClientServiceTaskInstance.tenant_id == _tenant_id(client_row),
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ClientServiceTaskInstance.client_id == _client_id(client_row),
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ClientServiceTaskInstance.subscription_id.in_(engagement_ids),
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ClientServiceTaskInstance.is_active.is_(True),
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)
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).scalars().all()
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status_counter = Counter((task.status or "pending") for task in task_rows)
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open_tasks = [task for task in task_rows if (task.status or "pending") in OPEN_TASK_STATUSES]
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overdue_tasks = [
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task for task in open_tasks
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if task.internal_target_date is not None and task.internal_target_date < today
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]
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due_soon_engagements = [
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row for row in engagements
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if row.current_due_date is not None and row.current_due_date >= today
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][:10]
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pending_from_client = 0
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with_firm = 0
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completed = 0
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clarification_required = 0
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for row in engagements:
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tasks_for_eng = [t for t in task_rows if t.subscription_id == row.id]
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statuses = {(t.status or "pending") for t in tasks_for_eng}
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if statuses & {"blocked", "client_pending", "clarification_required"}:
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clarification_required += 1
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elif tasks_for_eng and all((t.status or "pending") in CLOSED_TASK_STATUSES for t in tasks_for_eng):
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completed += 1
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elif statuses & {"pending"}:
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pending_from_client += 1
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else:
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with_firm += 1
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return {
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"engagements": engagements,
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"task_rows": task_rows,
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"status_counter": status_counter,
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"total_engagements": len(engagements),
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"open_tasks": len(open_tasks),
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"overdue_tasks": len(overdue_tasks),
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"completed_tasks": status_counter.get("completed", 0) + status_counter.get("approved", 0) + status_counter.get("closed", 0),
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"due_soon_engagements": due_soon_engagements,
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"pending_from_client": pending_from_client,
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"with_firm": with_firm,
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"clarification_required": clarification_required,
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"completed_engagements": completed,
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}
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