Add optional task categories resequencing and requirement aware documents

app/modules/services/ui.py

@@ -1664,6 +1664,64 @@ def sync_firm_tasks_to_open_engagements(
         db.close()
 
 
+@router.post('/templates/{catalogue_id}/tasks/{task_id}/move')
+def firm_task_template_move(
+    request: Request,
+    catalogue_id: int,
+    task_id: int,
+    direction: str = Form(...),
+    csrf_token: str = Form(...),
+):
+    """Move one firm task one position up/down without changing task identity."""
+    validate_csrf(request, csrf_token)
+    db = CommonSessionLocal()
+    try:
+        user = get_current_user(request, db=db)
+        if not user:
+            return RedirectResponse(url='/login', status_code=303)
+        if not _can_manage_firm_tasks(db, user):
+            return _redirect_denied()
+
+        tenant_id = _active_tenant_id(request, user)
+        catalogue = get_catalogue(db, catalogue_id)
+        if not catalogue:
+            return RedirectResponse(url='/services/templates', status_code=303)
+        selection = get_firm_selection(db, tenant_id=tenant_id, catalogue_id=catalogue_id)
+        if not selection or not selection.is_enabled:
+            return RedirectResponse(url='/services', status_code=303)
+
+        tasks = get_firm_task_templates(db, tenant_id=tenant_id, catalogue_id=catalogue_id)
+        index = next((i for i, row in enumerate(tasks) if int(row.id) == int(task_id)), None)
+        direction_value = (direction or '').strip().lower()
+        if index is None or direction_value not in {'up', 'down'}:
+            return RedirectResponse(url=f'/services/templates/{catalogue_id}?move_error=1', status_code=303)
+
+        other_index = index - 1 if direction_value == 'up' else index + 1
+        if other_index < 0 or other_index >= len(tasks):
+            return RedirectResponse(url=f'/services/templates/{catalogue_id}', status_code=303)
+
+        current = tasks[index]
+        other = tasks[other_index]
+        current_seq = int(current.sequence_no)
+        other_seq = int(other.sequence_no)
+
+        # Swap safely across the existing unique tenant/service/sequence constraint.
+        min_seq = min(int(row.sequence_no) for row in tasks)
+        current.sequence_no = min_seq - 1000000 - int(current.id)
+        current.updated_by_user_id = user.id
+        db.flush()
+
+        other.sequence_no = current_seq
+        other.updated_by_user_id = user.id
+        db.flush()
+
+        current.sequence_no = other_seq
+        db.commit()
+        return RedirectResponse(url=f'/services/templates/{catalogue_id}?moved=1', status_code=303)
+    finally:
+        db.close()
+
+
 @router.get('/templates/{catalogue_id}/tasks/{task_id}/edit')
 def firm_task_template_edit_page(request: Request, catalogue_id: int, task_id: int):
     db = CommonSessionLocal()