Support manager or partner normal review for existing tasks

app/modules/manager_dashboard/ui.py

@@ -167,6 +167,7 @@ def manager_review_task_submit(
                     decision=decision,
                     note=review_note,
                     user_id=current_user.id,
+                    reviewer_kind="manager",
                 )
             else:
                 apply_task_review(

app/modules/partner_dashboard/ui.py

@@ -156,6 +156,7 @@ def partner_review_task_submit(
                     decision=decision,
                     note=review_note,
                     user_id=current_user.id,
+                    reviewer_kind="partner",
                 )
             else:
                 apply_task_review(

app/modules/services/execution.py

@@ -378,6 +378,28 @@ def generate_tasks_for_subscription_if_ready(
     )
 
 
+def _sync_normal_review_snapshot_preserving_history(
+    task: ClientServiceTaskInstance,
+    *,
+    template: FirmServiceTaskTemplate,
+) -> None:
+    """Sync only normal-review configuration without rewriting execution/review history."""
+    task.normal_review_required = bool(getattr(template, "requires_review", False))
+    task.normal_review_role = normal_review_role_for_template(template)
+    current_status = (getattr(task, "normal_review_status", None) or "not_required").strip().lower()
+    if not task.normal_review_required:
+        task.normal_review_status = "not_required"
+        return
+    if current_status in {"reviewed", "rework_required"}:
+        return
+    if getattr(task, "rework_status", "none") == "open":
+        task.normal_review_status = "rework_required"
+    elif getattr(task, "submitted_for_review_at_utc", None) is not None or (getattr(task, "status", "pending") or "pending").strip().lower() == "completed":
+        task.normal_review_status = "pending"
+    else:
+        task.normal_review_status = "not_ready"
+
+
 def _copy_template_snapshot_to_task(
     task: ClientServiceTaskInstance,
     *,
@@ -398,12 +420,7 @@ def _copy_template_snapshot_to_task(
     task.response_type = (getattr(template, "response_type", "NONE") or "NONE").upper()
     task.evidence_required = getattr(template, "evidence_required", False)
     task.remarks_required_if_no = getattr(template, "remarks_required_if_no", False)
-    task.normal_review_required = bool(getattr(template, "requires_review", False))
-    task.normal_review_role = normal_review_role_for_template(template)
-    if not task.normal_review_required:
-        task.normal_review_status = "not_required"
-    elif (getattr(task, "normal_review_status", None) or "not_required") == "not_required":
-        task.normal_review_status = "not_ready"
+    _sync_normal_review_snapshot_preserving_history(task, template=template)
     task.is_aqmm_task = getattr(template, "is_aqmm_task", False)
     task.aqmm_mandatory = getattr(template, "aqmm_mandatory", False)
     task.aqmm_evidence_required = getattr(template, "aqmm_evidence_required", False)
@@ -547,9 +564,14 @@ def sync_open_engagement_tasks_for_service(
                     template.default_role_name,
                 )
                 task.assigned_to_user_id = _default_assignee_for_template(subscription, template)
+                _sync_normal_review_snapshot_preserving_history(task, template=template)
                 task.updated_by_user_id = user_id
                 result["updated_started"] += 1
             else:
+                # Preserve task execution/history, but allow an explicit template sync to
+                # update only the separated normal-review configuration for existing tasks.
+                _sync_normal_review_snapshot_preserving_history(task, template=template)
+                task.updated_by_user_id = user_id
                 result["preserved_history"] += 1
 
     return result
@@ -1387,6 +1409,7 @@ def apply_normal_task_review(
     decision: str,
     note: str,
     user_id: int,
+    reviewer_kind: str | None = None,
 ) -> None:
     if getattr(task, "is_locked", False) or getattr(getattr(task, "subscription", None), "is_locked", False):
         return
@@ -1415,7 +1438,13 @@ def apply_normal_task_review(
         if getattr(task, "rework_status", "none") == "open":
             task.rework_status = "resolved"
             task.rework_resolved_at_utc = now
-        comment_type = "manager_review_note" if (getattr(task, "normal_review_role", "") or "").startswith("manager") else "partner_review_note"
+        reviewer = (reviewer_kind or "").strip().lower()
+        if reviewer == "partner":
+            comment_type = "partner_review_note"
+        elif reviewer == "manager":
+            comment_type = "manager_review_note"
+        else:
+            comment_type = "manager_review_note" if (getattr(task, "normal_review_role", "") or "").startswith("manager") else "partner_review_note"
     task.updated_by_user_id = user_id
     _append_system_task_comment(
         db,