Align bulk subscriptions with bulk engagement setup
This commit is contained in:
A R R R Associates
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{% extends "ui/templates/base/layout.html" %}
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{% block content %}
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<div class="space-y-6">
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{% set _uiux_partner_role_text = (current_user_roles or [])|join('|')|lower %}
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{% if 'partner' in _uiux_partner_role_text %}
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{% include "ui/templates/components/partner_navigation_v2.html" %}
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{% endif %}
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<div class="flex flex-wrap items-start justify-between gap-3">
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<div>
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<h2 class="text-xl font-semibold text-slate-900">Bulk Subscription Setup</h2>
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<p class="text-sm text-slate-500">
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Choose one enabled firm service, create the subscription for multiple clients, and optionally generate period-wise engagements.
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</p>
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</div>
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<a href="/services/subscriptions"
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class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">
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Back
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</a>
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</div>
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{% if error_message %}
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<div class="rounded-2xl border border-rose-200 bg-rose-50 p-4 text-sm font-medium text-rose-700">
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{{ error_message }}
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</div>
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{% endif %}
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{% if subscriptions_created or subscriptions_reused or engagements_created or engagements_skipped %}
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<div class="grid gap-3 sm:grid-cols-2 lg:grid-cols-4">
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<div class="rounded-2xl bg-white p-4 shadow-soft">
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<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Subscriptions Created</div>
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<div class="mt-1 text-2xl font-semibold text-slate-900">{{ subscriptions_created }}</div>
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</div>
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<div class="rounded-2xl bg-white p-4 shadow-soft">
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<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Existing Reused</div>
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<div class="mt-1 text-2xl font-semibold text-slate-900">{{ subscriptions_reused }}</div>
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</div>
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<div class="rounded-2xl bg-white p-4 shadow-soft">
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<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Engagements Created</div>
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<div class="mt-1 text-2xl font-semibold text-slate-900">{{ engagements_created }}</div>
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</div>
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<div class="rounded-2xl bg-white p-4 shadow-soft">
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<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Duplicates Skipped</div>
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<div class="mt-1 text-2xl font-semibold text-slate-900">{{ engagements_skipped }}</div>
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</div>
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</div>
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{% endif %}
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<form method="post" action="/services/subscriptions/bulk" id="bulk-subscription-form" class="space-y-5">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<div class="grid gap-4 rounded-2xl bg-white p-5 shadow-soft md:grid-cols-2 xl:grid-cols-3">
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Financial Year</label>
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<input type="text"
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name="financial_year"
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id="bulk-financial-year"
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value="{{ financial_year or '2025-26' }}"
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required
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placeholder="2025-26"
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class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
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</div>
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<div class="md:col-span-1 xl:col-span-2">
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<label class="mb-2 block text-sm font-medium text-slate-700">Enabled Firm Service</label>
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<select name="service_catalogue_id"
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id="bulk-service"
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required
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class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
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<option value="">Select service</option>
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{% for selection in enabled_services %}
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<option value="{{ selection.catalogue.id }}"
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data-type="{{ selection.catalogue.engagement_type or 'non_assurance' }}"
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data-recurrence="{{ selection.catalogue.recurrence_type or '' }}">
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{{ selection.catalogue.service_name }} ({{ selection.catalogue.service_code }})
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</option>
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{% endfor %}
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</select>
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<p id="service-derived-info" class="mt-1 text-xs text-slate-500">
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Due-date rules, recurrence, assurance type, and task workflow are taken from the selected service setup.
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</p>
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</div>
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Return / Engagement Period</label>
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<select name="period_label"
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id="bulk-period"
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class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
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<option value="">Not applicable</option>
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</select>
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<p class="mt-1 text-xs text-slate-500">
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Required only when generating one monthly or quarterly engagement.
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</p>
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</div>
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Engagement Partner</label>
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<select name="default_partner_user_id"
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id="bulk-partner"
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required
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class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
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<option value="">Select partner</option>
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{% for u in partners %}
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<option value="{{ u.id }}" data-branch="{{ u.branch_id }}">{{ u.full_name or u.email }}</option>
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{% endfor %}
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</select>
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<p class="mt-1 text-xs text-slate-500">
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The subscription branch is derived from the selected Partner and active branch scope.
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</p>
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</div>
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Performing Partner</label>
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<select name="default_performing_partner_user_id"
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id="bulk-performing-partner"
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class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
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<option value="">Same as Engagement Partner</option>
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{% for u in partners %}
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<option value="{{ u.id }}" data-branch="{{ u.branch_id }}">{{ u.full_name or u.email }}</option>
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{% endfor %}
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</select>
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<p class="mt-1 text-xs text-slate-500">
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Defaults to the Engagement Partner when left blank.
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</p>
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</div>
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Default Manager</label>
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<select name="default_manager_user_id"
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id="bulk-manager"
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class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
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<option value="">Not assigned</option>
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{% for u in managers %}
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<option value="{{ u.id }}" data-branch="{{ u.branch_id }}">{{ u.full_name or u.email }}</option>
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{% endfor %}
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</select>
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</div>
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Default Staff</label>
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<select name="default_staff_user_id"
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id="bulk-staff"
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class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
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<option value="">Not assigned</option>
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{% for u in staff_users %}
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<option value="{{ u.id }}" data-branch="{{ u.branch_id }}">{{ u.full_name or u.email }}</option>
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{% endfor %}
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</select>
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</div>
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<div id="review-partner-field">
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<label class="mb-2 flex items-center gap-2 text-sm font-medium text-slate-700">
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<span>Review Partner</span>
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<span id="review-partner-requirement"
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class="rounded-full bg-slate-100 px-2 py-0.5 text-xs font-semibold text-slate-600">
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Optional
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</span>
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</label>
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<select name="default_review_partner_user_id"
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id="bulk-review-partner"
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class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
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<option value="">Not assigned</option>
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{% for u in review_partners %}
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<option value="{{ u.id }}" data-branch="{{ u.branch_id }}">{{ u.full_name or u.email }}</option>
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{% endfor %}
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</select>
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<p id="review-partner-help" class="mt-1 text-xs text-slate-500">
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Optional for non-assurance services. The selected Review Partner becomes the subscription default.
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</p>
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</div>
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Effective From</label>
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<input type="date"
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name="effective_from"
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class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
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</div>
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Effective To</label>
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<input type="date"
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name="effective_to"
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class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
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</div>
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<div class="md:col-span-2 xl:col-span-3">
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<label class="mb-2 block text-sm font-medium text-slate-700">Remarks applied to all subscriptions and generated engagements</label>
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<textarea name="remarks"
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rows="2"
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class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm"></textarea>
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</div>
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</div>
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<div class="rounded-2xl bg-white p-5 shadow-soft">
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<h3 class="text-base font-semibold text-slate-900">Engagement Generation</h3>
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<div class="mt-4 grid gap-3 lg:grid-cols-3">
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<label class="flex cursor-pointer items-start gap-3 rounded-xl border border-slate-200 p-4 hover:bg-slate-50">
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<input type="radio"
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name="generation_mode"
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value="subscription_only"
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checked
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class="mt-1 border-slate-300">
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<span>
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<span class="block text-sm font-medium text-slate-900">Subscriptions only</span>
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<span class="block text-xs text-slate-500">Create or reuse the client-service master without generating engagement instances.</span>
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</span>
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</label>
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<label class="flex cursor-pointer items-start gap-3 rounded-xl border border-slate-200 p-4 hover:bg-slate-50">
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<input type="radio"
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name="generation_mode"
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value="current_period"
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class="mt-1 border-slate-300">
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<span>
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<span class="block text-sm font-medium text-slate-900">One engagement</span>
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<span class="block text-xs text-slate-500">Generate one selected month, quarter, annual, or one-time engagement for each client.</span>
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</span>
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</label>
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<label class="flex cursor-pointer items-start gap-3 rounded-xl border border-slate-200 p-4 hover:bg-slate-50">
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<input type="radio"
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name="generation_mode"
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value="all_periods"
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class="mt-1 border-slate-300">
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<span>
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<span class="block text-sm font-medium text-slate-900">All FY engagements</span>
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<span class="block text-xs text-slate-500">Generate 12 monthly, 4 quarterly, or one annual/one-time engagement for each client.</span>
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</span>
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</label>
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</div>
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<label class="mt-4 inline-flex items-center gap-2 text-sm text-slate-700">
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<input type="checkbox"
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name="auto_generate_periods"
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value="1"
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class="rounded border-slate-300">
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Keep automatic period generation enabled on the subscription
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</label>
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</div>
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<div class="rounded-2xl bg-white shadow-soft">
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<div class="flex flex-wrap items-end justify-between gap-3 border-b border-slate-200 p-4">
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<div class="flex flex-wrap items-end gap-3">
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<div>
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<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Search clients</label>
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<input type="search"
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id="client-search"
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placeholder="Code, name, PAN, GSTIN or type"
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class="w-80 max-w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
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</div>
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<button type="button"
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id="clear-client-search"
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class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">
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Clear
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</button>
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</div>
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<div class="text-sm text-slate-600">
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<span id="selected-client-count" class="font-semibold text-slate-900">0</span> clients selected
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</div>
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</div>
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<div class="max-h-[32rem] overflow-auto">
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<table class="min-w-full divide-y divide-slate-200">
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<thead class="sticky top-0 z-10 bg-slate-50">
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<tr>
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<th class="w-12 px-4 py-3 text-left">
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<input type="checkbox"
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id="select-all-visible"
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class="rounded border-slate-300"
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title="Select all visible clients">
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</th>
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<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Code</th>
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<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Client</th>
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<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">PAN / GSTIN</th>
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<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Type</th>
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<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Current Partner</th>
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</tr>
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</thead>
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<tbody id="client-table-body" class="divide-y divide-slate-100">
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{% for client in clients %}
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{% set search_text = ((client.client_code or '') ~ ' ' ~ (client.client_name or '') ~ ' ' ~ (client.trade_name or '') ~ ' ' ~ (client.pan or '') ~ ' ' ~ (client.gstin or '') ~ ' ' ~ (client.client_type or ''))|lower %}
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<tr class="client-row" data-search="{{ search_text|e }}">
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<td class="px-4 py-3">
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<input type="checkbox"
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name="client_ids"
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value="{{ client.id }}"
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class="client-checkbox rounded border-slate-300">
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</td>
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<td class="px-4 py-3 text-sm font-medium text-slate-700">{{ client.client_code }}</td>
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<td class="px-4 py-3 text-sm">
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<div class="font-medium text-slate-900">{{ client.client_name }}</div>
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{% if client.trade_name %}
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<div class="text-xs text-slate-500">{{ client.trade_name }}</div>
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{% endif %}
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</td>
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<td class="px-4 py-3 text-xs text-slate-600">
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<div>PAN: {{ client.pan or '-' }}</div>
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<div>GSTIN: {{ client.gstin or '-' }}</div>
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</td>
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<td class="px-4 py-3 text-sm text-slate-600">{{ client.client_type or '-' }}</td>
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<td class="px-4 py-3 text-xs text-slate-600">
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{{ client_partner_names.get(client.partner_id, '-') if client.partner_id else '-' }}
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</td>
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</tr>
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{% else %}
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<tr>
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<td colspan="6" class="px-4 py-8 text-center text-sm text-slate-500">
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No clients are available for subscription.
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</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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</div>
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</div>
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<div class="flex flex-wrap items-center justify-between gap-3 rounded-2xl border border-slate-200 bg-white p-4 shadow-soft">
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<p class="text-sm text-slate-600">
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Existing client-service subscriptions are reused. Existing engagements for the same client, service, financial year and period are skipped automatically.
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</p>
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<div class="flex gap-3">
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<a href="/services/subscriptions"
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class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">
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Cancel
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</a>
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<button type="submit"
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id="create-subscriptions-button"
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class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700">
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Create Subscriptions
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</button>
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</div>
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</div>
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</form>
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</div>
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<script>
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(function () {
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const form = document.getElementById('bulk-subscription-form');
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const service = document.getElementById('bulk-service');
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const info = document.getElementById('service-derived-info');
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const reviewPartner = document.getElementById('bulk-review-partner');
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const reviewRequirement = document.getElementById('review-partner-requirement');
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const reviewHelp = document.getElementById('review-partner-help');
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const financialYear = document.getElementById('bulk-financial-year');
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const period = document.getElementById('bulk-period');
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const generationRadios = Array.from(document.querySelectorAll('input[name="generation_mode"]'));
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const search = document.getElementById('client-search');
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const clear = document.getElementById('clear-client-search');
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const selectAll = document.getElementById('select-all-visible');
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const count = document.getElementById('selected-client-count');
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const rows = Array.from(document.querySelectorAll('.client-row'));
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const boxes = Array.from(document.querySelectorAll('.client-checkbox'));
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function currentGenerationMode() {
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const selected = generationRadios.find(radio => radio.checked);
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return selected ? selected.value : 'subscription_only';
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}
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function financialYearParts() {
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const raw = (financialYear.value || '').trim();
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const start = parseInt(raw.split('-')[0], 10);
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return Number.isFinite(start)
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? [start, start + 1]
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: [new Date().getFullYear(), new Date().getFullYear() + 1];
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}
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function rebuildPeriodOptions() {
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const option = service.options[service.selectedIndex];
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const recurrence = option ? (option.dataset.recurrence || '').trim().toLowerCase().replaceAll('-', '_').replaceAll(' ', '_') : '';
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const mode = currentGenerationMode();
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const requiresSelectedPeriod = mode === 'current_period' && (recurrence === 'monthly' || recurrence === 'quarterly');
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period.innerHTML = '<option value="">Not applicable</option>';
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period.required = requiresSelectedPeriod;
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period.disabled = mode !== 'current_period';
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if (!requiresSelectedPeriod) {
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return;
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}
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const [startYear, endYear] = financialYearParts();
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if (recurrence === 'monthly') {
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const months = [
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[4, 'Apr'], [5, 'May'], [6, 'Jun'], [7, 'Jul'],
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||||
[8, 'Aug'], [9, 'Sep'], [10, 'Oct'], [11, 'Nov'],
|
||||
[12, 'Dec'], [1, 'Jan'], [2, 'Feb'], [3, 'Mar']
|
||||
];
|
||||
months.forEach(([month, label]) => {
|
||||
const year = month >= 4 ? startYear : endYear;
|
||||
const value = `${year}-${String(month).padStart(2, '0')}`;
|
||||
period.add(new Option(`${label} ${year}`, value));
|
||||
});
|
||||
} else if (recurrence === 'quarterly') {
|
||||
['Q1', 'Q2', 'Q3', 'Q4'].forEach(quarter => {
|
||||
period.add(new Option(`${quarter} ${financialYear.value}`, quarter));
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
function updateServiceInfo() {
|
||||
const option = service.options[service.selectedIndex];
|
||||
const type = option ? (option.dataset.type || '') : '';
|
||||
const recurrence = option ? (option.dataset.recurrence || '') : '';
|
||||
const normalizedType = type.trim().toLowerCase().replaceAll('-', '_').replaceAll(' ', '_');
|
||||
const assurance = normalizedType === 'assurance';
|
||||
|
||||
reviewPartner.required = assurance;
|
||||
reviewRequirement.textContent = assurance ? 'Mandatory' : 'Optional';
|
||||
reviewRequirement.className = assurance
|
||||
? 'rounded-full bg-rose-100 px-2 py-0.5 text-xs font-semibold text-rose-700'
|
||||
: 'rounded-full bg-slate-100 px-2 py-0.5 text-xs font-semibold text-slate-600';
|
||||
reviewHelp.textContent = assurance
|
||||
? 'Mandatory because the selected enabled firm service is an assurance engagement.'
|
||||
: 'Optional for non-assurance services. The selected Review Partner becomes the subscription default.';
|
||||
|
||||
info.textContent = option && option.value
|
||||
? `Type: ${assurance ? 'Assurance' : 'Non-Assurance'}${recurrence ? ' · Recurrence: ' + recurrence.replaceAll('_', ' ') : ''} · Due-date rule and workflow are taken from the service setup.`
|
||||
: 'Due-date rules, recurrence, assurance type, and task workflow are taken from the selected service setup.';
|
||||
|
||||
rebuildPeriodOptions();
|
||||
}
|
||||
|
||||
function updateVisibleRows() {
|
||||
const term = (search.value || '').trim().toLowerCase();
|
||||
rows.forEach(row => {
|
||||
row.classList.toggle('hidden', term && !row.dataset.search.includes(term));
|
||||
});
|
||||
updateSelectAllState();
|
||||
}
|
||||
|
||||
function visibleBoxes() {
|
||||
return rows
|
||||
.filter(row => !row.classList.contains('hidden'))
|
||||
.map(row => row.querySelector('.client-checkbox'));
|
||||
}
|
||||
|
||||
function updateCount() {
|
||||
count.textContent = String(boxes.filter(box => box.checked).length);
|
||||
updateSelectAllState();
|
||||
}
|
||||
|
||||
function updateSelectAllState() {
|
||||
const visible = visibleBoxes();
|
||||
const checked = visible.filter(box => box.checked).length;
|
||||
selectAll.checked = visible.length > 0 && checked === visible.length;
|
||||
selectAll.indeterminate = checked > 0 && checked < visible.length;
|
||||
}
|
||||
|
||||
service.addEventListener('change', updateServiceInfo);
|
||||
financialYear.addEventListener('change', rebuildPeriodOptions);
|
||||
generationRadios.forEach(radio => radio.addEventListener('change', rebuildPeriodOptions));
|
||||
search.addEventListener('input', updateVisibleRows);
|
||||
clear.addEventListener('click', () => {
|
||||
search.value = '';
|
||||
updateVisibleRows();
|
||||
search.focus();
|
||||
});
|
||||
selectAll.addEventListener('change', () => {
|
||||
visibleBoxes().forEach(box => {
|
||||
box.checked = selectAll.checked;
|
||||
});
|
||||
updateCount();
|
||||
});
|
||||
boxes.forEach(box => box.addEventListener('change', updateCount));
|
||||
|
||||
form.addEventListener('submit', event => {
|
||||
const selected = boxes.filter(box => box.checked).length;
|
||||
if (!selected) {
|
||||
event.preventDefault();
|
||||
alert('Select at least one client.');
|
||||
return;
|
||||
}
|
||||
|
||||
const mode = currentGenerationMode();
|
||||
let message = `Create or reuse subscriptions for ${selected} selected client${selected === 1 ? '' : 's'}`;
|
||||
if (mode === 'current_period') {
|
||||
message += ' and generate one engagement for each?';
|
||||
} else if (mode === 'all_periods') {
|
||||
message += ' and generate all applicable FY engagements?';
|
||||
} else {
|
||||
message += '?';
|
||||
}
|
||||
|
||||
if (!confirm(message)) {
|
||||
event.preventDefault();
|
||||
}
|
||||
});
|
||||
|
||||
updateServiceInfo();
|
||||
updateCount();
|
||||
})();
|
||||
</script>
|
||||
{% endblock %}
|
||||
Reference in New Issue
Block a user