Align bulk subscriptions with bulk engagement setup

app/modules/services/subscriptions_ui.py

@@ -13,12 +13,29 @@ from app.core.security.session_auth import get_current_user
 from app.core.templating import templates
 from app.modules.core.rbac.deps import get_user_permissions, get_user_roles
 from app.modules.core.rbac.permission_guard import require_permission
+from app.modules.core.tenancy.year_control import redirect_if_financial_year_locked
 from app.modules.services.client_services import (
     SUBSCRIPTION_STATUSES,
+    assessment_year_from_financial_year,
+    attach_engagement_to_plan,
+    ensure_engagement_quality_workflow,
+    enforce_quality_gate_on_subscription,
+    get_enabled_firm_service,
+    get_existing_subscription,
+    get_or_create_client_service_plan,
     list_assignable_users,
+    list_clients_for_assignment,
+    list_enabled_services_for_assignment,
     list_review_partners,
+    normalize_financial_year,
+    normalize_period_label,
     parse_date,
+    period_choices_for_service,
+    recurrence_requires_period,
+    review_partner_required_for_engagement,
 )
+from app.modules.clients.models import Client
+from app.modules.services.due_dates import apply_due_date_rule_to_subscription
 from app.modules.services.models import (
     ClientServicePlan,
     ClientServiceSubscription,
@@ -44,6 +61,18 @@ def _branch_id(request, user):
     return int(value)
 
 
+
+def _active_financial_year(request: Request) -> str:
+    return normalize_financial_year(
+        request.session.get("active_financial_year")
+        or getattr(request.state, "year_code", None)
+    )
+
+
+def _partner_scope_id(db, user) -> int | None:
+    roles = set(get_user_roles(db, user.id))
+    return int(user.id) if "Partner" in roles else None
+
 def _ctx(request, db, user, **extra):
     data = {
         "request": request,
@@ -189,6 +218,353 @@ def subscription_master_list(request: Request, q: str = "", include_inactive: bo
         db.close()
 
 
+
+@router.get("/bulk")
+def subscription_bulk_page(
+    request: Request,
+    error: str = "",
+    subscriptions_created: int = 0,
+    subscriptions_reused: int = 0,
+    engagements_created: int = 0,
+    engagements_skipped: int = 0,
+):
+    db = CommonSessionLocal()
+    try:
+        user = get_current_user(request, db=db)
+        if not user:
+            return RedirectResponse("/login", 303)
+        try:
+            require_permission(db, user, "clients.edit")
+        except Exception:
+            return _denied()
+
+        tenant_id = _tenant_id(request, user)
+        branch_id = _branch_id(request, user)
+        clients = list_clients_for_assignment(
+            db,
+            tenant_id=tenant_id,
+            branch_id=branch_id,
+            partner_id=_partner_scope_id(db, user),
+        )
+        enabled_services = list_enabled_services_for_assignment(db, tenant_id=tenant_id)
+        partners = list_assignable_users(
+            db, tenant_id=tenant_id, branch_id=branch_id, role_names=("Partner",)
+        )
+        managers = list_assignable_users(
+            db, tenant_id=tenant_id, branch_id=branch_id, role_names=("Branch Manager",)
+        )
+        staff_users = list_assignable_users(
+            db, tenant_id=tenant_id, branch_id=branch_id, role_names=("Staff",)
+        )
+        review_partners = list_review_partners(
+            db, tenant_id=tenant_id, branch_id=branch_id
+        )
+        error_messages = {
+            "clients": "Select at least one permitted client.",
+            "service": "Select a valid enabled firm service.",
+            "partner": "Select a valid Engagement Partner.",
+            "performing_partner": "Select a valid Performing Partner.",
+            "manager": "Select a valid Manager.",
+            "staff": "Select a valid Staff member.",
+            "review_partner": "Select a valid Review Partner.",
+            "review_partner_required": "Review Partner is mandatory for this assurance service.",
+            "review_partner_independence": "Review Partner must differ from the Engagement and Performing Partners.",
+            "period": "Select a valid month or quarter.",
+            "generation": "Select a valid engagement generation option.",
+            "financial_year": "The selected financial year is locked.",
+        }
+        return templates.TemplateResponse(
+            "modules/services/templates/services/subscriptions/bulk.html",
+            _ctx(
+                request,
+                db,
+                user,
+                title="Bulk Client Subscriptions",
+                clients=clients,
+                enabled_services=enabled_services,
+                partners=partners,
+                managers=managers,
+                staff_users=staff_users,
+                review_partners=review_partners,
+                client_partner_names={
+                    row.id: (row.full_name or row.email)
+                    for row in partners
+                },
+                financial_year=_active_financial_year(request),
+                error_message=error_messages.get(error, ""),
+                subscriptions_created=subscriptions_created,
+                subscriptions_reused=subscriptions_reused,
+                engagements_created=engagements_created,
+                engagements_skipped=engagements_skipped,
+            ),
+        )
+    finally:
+        db.close()
+
+
+@router.post("/bulk")
+def subscription_bulk_submit(
+    request: Request,
+    client_ids: list[int] = Form([]),
+    service_catalogue_id: int = Form(...),
+    default_partner_user_id: int = Form(...),
+    default_performing_partner_user_id: str = Form(""),
+    default_manager_user_id: str = Form(""),
+    default_staff_user_id: str = Form(""),
+    default_review_partner_user_id: str = Form(""),
+    effective_from: str = Form(""),
+    effective_to: str = Form(""),
+    auto_generate_periods: str | None = Form(None),
+    remarks: str = Form(""),
+    generation_mode: str = Form("subscription_only"),
+    financial_year: str = Form(""),
+    period_label: str = Form(""),
+    csrf_token: str = Form(...),
+):
+    validate_csrf(request, csrf_token)
+    db = CommonSessionLocal()
+    subscriptions_created = 0
+    subscriptions_reused = 0
+    engagements_created = 0
+    engagements_skipped = 0
+    try:
+        user = get_current_user(request, db=db)
+        if not user:
+            return RedirectResponse("/login", 303)
+        try:
+            require_permission(db, user, "clients.edit")
+        except Exception:
+            return _denied()
+
+        tenant_id = _tenant_id(request, user)
+        branch_id = _branch_id(request, user)
+        permitted_clients = list_clients_for_assignment(
+            db,
+            tenant_id=tenant_id,
+            branch_id=branch_id,
+            partner_id=_partner_scope_id(db, user),
+        )
+        permitted_client_map = {row.id: row for row in permitted_clients}
+        selected_client_ids = list(dict.fromkeys(int(value) for value in client_ids))
+        if not selected_client_ids or any(value not in permitted_client_map for value in selected_client_ids):
+            return RedirectResponse("/services/subscriptions/bulk?error=clients", 303)
+
+        firm_selection = get_enabled_firm_service(
+            db,
+            tenant_id=tenant_id,
+            service_catalogue_id=service_catalogue_id,
+        )
+        if not firm_selection:
+            return RedirectResponse("/services/subscriptions/bulk?error=service", 303)
+
+        plan_branch_id = (
+            branch_id
+            or getattr(firm_selection, "default_branch_id", None)
+            or getattr(user, "branch_id", None)
+        )
+        partners = list_assignable_users(
+            db, tenant_id=tenant_id, branch_id=plan_branch_id, role_names=("Partner",)
+        )
+        managers = list_assignable_users(
+            db, tenant_id=tenant_id, branch_id=plan_branch_id, role_names=("Branch Manager",)
+        )
+        staff_users = list_assignable_users(
+            db, tenant_id=tenant_id, branch_id=plan_branch_id, role_names=("Staff",)
+        )
+        review_partners = list_review_partners(
+            db, tenant_id=tenant_id, branch_id=plan_branch_id
+        )
+
+        partner_ids = {row.id for row in partners}
+        manager_ids = {row.id for row in managers}
+        staff_ids = {row.id for row in staff_users}
+        review_partner_ids = {row.id for row in review_partners}
+
+        if default_partner_user_id not in partner_ids:
+            return RedirectResponse("/services/subscriptions/bulk?error=partner", 303)
+        performing_partner_id = _optional_int(default_performing_partner_user_id) or default_partner_user_id
+        if performing_partner_id not in partner_ids:
+            return RedirectResponse("/services/subscriptions/bulk?error=performing_partner", 303)
+        manager_id = _optional_int(default_manager_user_id)
+        if manager_id is not None and manager_id not in manager_ids:
+            return RedirectResponse("/services/subscriptions/bulk?error=manager", 303)
+        staff_id = _optional_int(default_staff_user_id)
+        if staff_id is not None and staff_id not in staff_ids:
+            return RedirectResponse("/services/subscriptions/bulk?error=staff", 303)
+        review_partner_id = _optional_int(default_review_partner_user_id)
+        if review_partner_id is not None and review_partner_id not in review_partner_ids:
+            return RedirectResponse("/services/subscriptions/bulk?error=review_partner", 303)
+
+        engagement_type = (
+            getattr(firm_selection.catalogue, "engagement_type", None)
+            or "non_assurance"
+        )
+        review_required = review_partner_required_for_engagement(
+            db, tenant_id=tenant_id, engagement_type=engagement_type
+        )
+        if review_required and review_partner_id is None:
+            return RedirectResponse("/services/subscriptions/bulk?error=review_partner_required", 303)
+        if review_required and review_partner_id in {default_partner_user_id, performing_partner_id}:
+            return RedirectResponse("/services/subscriptions/bulk?error=review_partner_independence", 303)
+
+        if generation_mode not in {"subscription_only", "current_period", "all_periods"}:
+            return RedirectResponse("/services/subscriptions/bulk?error=generation", 303)
+
+        selected_financial_year = normalize_financial_year(
+            financial_year or _active_financial_year(request)
+        )
+        if generation_mode != "subscription_only":
+            locked_response = redirect_if_financial_year_locked(
+                db,
+                tenant_id=tenant_id,
+                year_code=selected_financial_year,
+                redirect_url="/services/subscriptions/bulk?error=financial_year",
+            )
+            if locked_response:
+                return locked_response
+
+        recurrence_type = getattr(firm_selection.catalogue, "recurrence_type", None)
+        if generation_mode == "subscription_only":
+            requested_periods: list[str] = []
+        elif recurrence_requires_period(recurrence_type):
+            if generation_mode == "all_periods":
+                requested_periods = [
+                    code for code, _label in period_choices_for_service(
+                        selected_financial_year, recurrence_type
+                    )
+                ]
+            else:
+                try:
+                    requested_periods = [
+                        normalize_period_label(
+                            period_label,
+                            financial_year=selected_financial_year,
+                            recurrence_type=recurrence_type,
+                        )
+                    ]
+                except ValueError:
+                    return RedirectResponse("/services/subscriptions/bulk?error=period", 303)
+        else:
+            requested_periods = [""]
+
+        plan_effective_from = parse_date(effective_from)
+        plan_effective_to = parse_date(effective_to)
+        if plan_effective_from and plan_effective_to and plan_effective_to < plan_effective_from:
+            return RedirectResponse("/services/subscriptions/bulk?error=period", 303)
+
+        for client_id in selected_client_ids:
+            client = permitted_client_map[client_id]
+            existing_plan = db.execute(
+                select(ClientServicePlan).where(
+                    ClientServicePlan.tenant_id == tenant_id,
+                    ClientServicePlan.client_id == client.id,
+                    ClientServicePlan.service_catalogue_id == service_catalogue_id,
+                )
+            ).scalar_one_or_none()
+
+            plan = get_or_create_client_service_plan(
+                db,
+                tenant_id=tenant_id,
+                client=client,
+                catalogue=firm_selection.catalogue,
+                firm_selection=firm_selection,
+                branch_id=plan_branch_id or getattr(client, "branch_id", None),
+                partner_user_id=default_partner_user_id,
+                performing_partner_user_id=performing_partner_id,
+                manager_user_id=manager_id,
+                staff_user_id=staff_id,
+                review_partner_user_id=review_partner_id,
+                actor_user_id=user.id,
+                remarks=remarks.strip() or None,
+            )
+            plan.effective_from = plan_effective_from
+            plan.effective_to = plan_effective_to
+            plan.auto_generate_periods = auto_generate_periods is not None
+            plan.status = "active"
+            plan.is_active = True
+            plan.updated_by_user_id = user.id
+            if remarks.strip():
+                plan.remarks = remarks.strip()
+
+            if existing_plan is None:
+                subscriptions_created += 1
+            else:
+                subscriptions_reused += 1
+
+            for requested_period in requested_periods:
+                existing = get_existing_subscription(
+                    db,
+                    tenant_id=tenant_id,
+                    client_id=client.id,
+                    service_catalogue_id=service_catalogue_id,
+                    financial_year=selected_financial_year,
+                    period_label=requested_period,
+                )
+                if existing:
+                    if existing.service_plan_id is None:
+                        existing.service_plan_id = plan.id
+                    engagements_skipped += 1
+                    continue
+
+                engagement = ClientServiceSubscription(
+                    tenant_id=tenant_id,
+                    branch_id=plan.branch_id or getattr(client, "branch_id", None),
+                    service_plan_id=plan.id,
+                    client_id=client.id,
+                    service_catalogue_id=service_catalogue_id,
+                    firm_service_selection_id=firm_selection.id,
+                    assigned_partner_user_id=default_partner_user_id,
+                    performing_partner_user_id=performing_partner_id,
+                    assigned_manager_user_id=manager_id,
+                    assigned_staff_user_id=staff_id,
+                    review_partner_user_id=review_partner_id if review_required else None,
+                    financial_year=selected_financial_year,
+                    period_label=requested_period,
+                    assessment_year=assessment_year_from_financial_year(selected_financial_year),
+                    engagement_type=engagement_type,
+                    start_date=plan_effective_from,
+                    end_date=plan_effective_to,
+                    status="active",
+                    remarks=remarks.strip() or None,
+                    is_active=True,
+                    created_by_user_id=user.id,
+                    updated_by_user_id=user.id,
+                )
+                db.add(engagement)
+                db.flush()
+                attach_engagement_to_plan(
+                    db,
+                    engagement=engagement,
+                    client=client,
+                    catalogue=firm_selection.catalogue,
+                    firm_selection=firm_selection,
+                    actor_user_id=user.id,
+                )
+                apply_due_date_rule_to_subscription(db, engagement, force=True)
+                ensure_engagement_quality_workflow(
+                    db,
+                    subscription=engagement,
+                    actor_user_id=user.id,
+                    create_declarations=False,
+                )
+                enforce_quality_gate_on_subscription(engagement)
+                engagements_created += 1
+
+        db.commit()
+        return RedirectResponse(
+            "/services/subscriptions/bulk"
+            f"?subscriptions_created={subscriptions_created}"
+            f"&subscriptions_reused={subscriptions_reused}"
+            f"&engagements_created={engagements_created}"
+            f"&engagements_skipped={engagements_skipped}",
+            status_code=303,
+        )
+    except Exception:
+        db.rollback()
+        raise
+    finally:
+        db.close()
+
 @router.get("/{plan_id}/edit")
 def subscription_master_edit_page(
     request: Request,

app/modules/services/templates/services/subscriptions/bulk.html

@@ -0,0 +1,494 @@
+{% extends "ui/templates/base/layout.html" %}
+{% block content %}
+<div class="space-y-6">
+  {% set _uiux_partner_role_text = (current_user_roles or [])|join('|')|lower %}
+  {% if 'partner' in _uiux_partner_role_text %}
+    {% include "ui/templates/components/partner_navigation_v2.html" %}
+  {% endif %}
+
+  <div class="flex flex-wrap items-start justify-between gap-3">
+    <div>
+      <h2 class="text-xl font-semibold text-slate-900">Bulk Subscription Setup</h2>
+      <p class="text-sm text-slate-500">
+        Choose one enabled firm service, create the subscription for multiple clients, and optionally generate period-wise engagements.
+      </p>
+    </div>
+    <a href="/services/subscriptions"
+       class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">
+      Back
+    </a>
+  </div>
+
+  {% if error_message %}
+  <div class="rounded-2xl border border-rose-200 bg-rose-50 p-4 text-sm font-medium text-rose-700">
+    {{ error_message }}
+  </div>
+  {% endif %}
+
+  {% if subscriptions_created or subscriptions_reused or engagements_created or engagements_skipped %}
+  <div class="grid gap-3 sm:grid-cols-2 lg:grid-cols-4">
+    <div class="rounded-2xl bg-white p-4 shadow-soft">
+      <div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Subscriptions Created</div>
+      <div class="mt-1 text-2xl font-semibold text-slate-900">{{ subscriptions_created }}</div>
+    </div>
+    <div class="rounded-2xl bg-white p-4 shadow-soft">
+      <div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Existing Reused</div>
+      <div class="mt-1 text-2xl font-semibold text-slate-900">{{ subscriptions_reused }}</div>
+    </div>
+    <div class="rounded-2xl bg-white p-4 shadow-soft">
+      <div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Engagements Created</div>
+      <div class="mt-1 text-2xl font-semibold text-slate-900">{{ engagements_created }}</div>
+    </div>
+    <div class="rounded-2xl bg-white p-4 shadow-soft">
+      <div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Duplicates Skipped</div>
+      <div class="mt-1 text-2xl font-semibold text-slate-900">{{ engagements_skipped }}</div>
+    </div>
+  </div>
+  {% endif %}
+
+  <form method="post" action="/services/subscriptions/bulk" id="bulk-subscription-form" class="space-y-5">
+    <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
+
+    <div class="grid gap-4 rounded-2xl bg-white p-5 shadow-soft md:grid-cols-2 xl:grid-cols-3">
+      <div>
+        <label class="mb-2 block text-sm font-medium text-slate-700">Financial Year</label>
+        <input type="text"
+               name="financial_year"
+               id="bulk-financial-year"
+               value="{{ financial_year or '2025-26' }}"
+               required
+               placeholder="2025-26"
+               class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
+      </div>
+
+      <div class="md:col-span-1 xl:col-span-2">
+        <label class="mb-2 block text-sm font-medium text-slate-700">Enabled Firm Service</label>
+        <select name="service_catalogue_id"
+                id="bulk-service"
+                required
+                class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
+          <option value="">Select service</option>
+          {% for selection in enabled_services %}
+          <option value="{{ selection.catalogue.id }}"
+                  data-type="{{ selection.catalogue.engagement_type or 'non_assurance' }}"
+                  data-recurrence="{{ selection.catalogue.recurrence_type or '' }}">
+            {{ selection.catalogue.service_name }} ({{ selection.catalogue.service_code }})
+          </option>
+          {% endfor %}
+        </select>
+        <p id="service-derived-info" class="mt-1 text-xs text-slate-500">
+          Due-date rules, recurrence, assurance type, and task workflow are taken from the selected service setup.
+        </p>
+      </div>
+
+      <div>
+        <label class="mb-2 block text-sm font-medium text-slate-700">Return / Engagement Period</label>
+        <select name="period_label"
+                id="bulk-period"
+                class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
+          <option value="">Not applicable</option>
+        </select>
+        <p class="mt-1 text-xs text-slate-500">
+          Required only when generating one monthly or quarterly engagement.
+        </p>
+      </div>
+
+      <div>
+        <label class="mb-2 block text-sm font-medium text-slate-700">Engagement Partner</label>
+        <select name="default_partner_user_id"
+                id="bulk-partner"
+                required
+                class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
+          <option value="">Select partner</option>
+          {% for u in partners %}
+          <option value="{{ u.id }}" data-branch="{{ u.branch_id }}">{{ u.full_name or u.email }}</option>
+          {% endfor %}
+        </select>
+        <p class="mt-1 text-xs text-slate-500">
+          The subscription branch is derived from the selected Partner and active branch scope.
+        </p>
+      </div>
+
+      <div>
+        <label class="mb-2 block text-sm font-medium text-slate-700">Performing Partner</label>
+        <select name="default_performing_partner_user_id"
+                id="bulk-performing-partner"
+                class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
+          <option value="">Same as Engagement Partner</option>
+          {% for u in partners %}
+          <option value="{{ u.id }}" data-branch="{{ u.branch_id }}">{{ u.full_name or u.email }}</option>
+          {% endfor %}
+        </select>
+        <p class="mt-1 text-xs text-slate-500">
+          Defaults to the Engagement Partner when left blank.
+        </p>
+      </div>
+
+      <div>
+        <label class="mb-2 block text-sm font-medium text-slate-700">Default Manager</label>
+        <select name="default_manager_user_id"
+                id="bulk-manager"
+                class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
+          <option value="">Not assigned</option>
+          {% for u in managers %}
+          <option value="{{ u.id }}" data-branch="{{ u.branch_id }}">{{ u.full_name or u.email }}</option>
+          {% endfor %}
+        </select>
+      </div>
+
+      <div>
+        <label class="mb-2 block text-sm font-medium text-slate-700">Default Staff</label>
+        <select name="default_staff_user_id"
+                id="bulk-staff"
+                class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
+          <option value="">Not assigned</option>
+          {% for u in staff_users %}
+          <option value="{{ u.id }}" data-branch="{{ u.branch_id }}">{{ u.full_name or u.email }}</option>
+          {% endfor %}
+        </select>
+      </div>
+
+      <div id="review-partner-field">
+        <label class="mb-2 flex items-center gap-2 text-sm font-medium text-slate-700">
+          <span>Review Partner</span>
+          <span id="review-partner-requirement"
+                class="rounded-full bg-slate-100 px-2 py-0.5 text-xs font-semibold text-slate-600">
+            Optional
+          </span>
+        </label>
+        <select name="default_review_partner_user_id"
+                id="bulk-review-partner"
+                class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
+          <option value="">Not assigned</option>
+          {% for u in review_partners %}
+          <option value="{{ u.id }}" data-branch="{{ u.branch_id }}">{{ u.full_name or u.email }}</option>
+          {% endfor %}
+        </select>
+        <p id="review-partner-help" class="mt-1 text-xs text-slate-500">
+          Optional for non-assurance services. The selected Review Partner becomes the subscription default.
+        </p>
+      </div>
+
+      <div>
+        <label class="mb-2 block text-sm font-medium text-slate-700">Effective From</label>
+        <input type="date"
+               name="effective_from"
+               class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
+      </div>
+
+      <div>
+        <label class="mb-2 block text-sm font-medium text-slate-700">Effective To</label>
+        <input type="date"
+               name="effective_to"
+               class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
+      </div>
+
+      <div class="md:col-span-2 xl:col-span-3">
+        <label class="mb-2 block text-sm font-medium text-slate-700">Remarks applied to all subscriptions and generated engagements</label>
+        <textarea name="remarks"
+                  rows="2"
+                  class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm"></textarea>
+      </div>
+    </div>
+
+    <div class="rounded-2xl bg-white p-5 shadow-soft">
+      <h3 class="text-base font-semibold text-slate-900">Engagement Generation</h3>
+      <div class="mt-4 grid gap-3 lg:grid-cols-3">
+        <label class="flex cursor-pointer items-start gap-3 rounded-xl border border-slate-200 p-4 hover:bg-slate-50">
+          <input type="radio"
+                 name="generation_mode"
+                 value="subscription_only"
+                 checked
+                 class="mt-1 border-slate-300">
+          <span>
+            <span class="block text-sm font-medium text-slate-900">Subscriptions only</span>
+            <span class="block text-xs text-slate-500">Create or reuse the client-service master without generating engagement instances.</span>
+          </span>
+        </label>
+
+        <label class="flex cursor-pointer items-start gap-3 rounded-xl border border-slate-200 p-4 hover:bg-slate-50">
+          <input type="radio"
+                 name="generation_mode"
+                 value="current_period"
+                 class="mt-1 border-slate-300">
+          <span>
+            <span class="block text-sm font-medium text-slate-900">One engagement</span>
+            <span class="block text-xs text-slate-500">Generate one selected month, quarter, annual, or one-time engagement for each client.</span>
+          </span>
+        </label>
+
+        <label class="flex cursor-pointer items-start gap-3 rounded-xl border border-slate-200 p-4 hover:bg-slate-50">
+          <input type="radio"
+                 name="generation_mode"
+                 value="all_periods"
+                 class="mt-1 border-slate-300">
+          <span>
+            <span class="block text-sm font-medium text-slate-900">All FY engagements</span>
+            <span class="block text-xs text-slate-500">Generate 12 monthly, 4 quarterly, or one annual/one-time engagement for each client.</span>
+          </span>
+        </label>
+      </div>
+
+      <label class="mt-4 inline-flex items-center gap-2 text-sm text-slate-700">
+        <input type="checkbox"
+               name="auto_generate_periods"
+               value="1"
+               class="rounded border-slate-300">
+        Keep automatic period generation enabled on the subscription
+      </label>
+    </div>
+
+    <div class="rounded-2xl bg-white shadow-soft">
+      <div class="flex flex-wrap items-end justify-between gap-3 border-b border-slate-200 p-4">
+        <div class="flex flex-wrap items-end gap-3">
+          <div>
+            <label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Search clients</label>
+            <input type="search"
+                   id="client-search"
+                   placeholder="Code, name, PAN, GSTIN or type"
+                   class="w-80 max-w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
+          </div>
+          <button type="button"
+                  id="clear-client-search"
+                  class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">
+            Clear
+          </button>
+        </div>
+        <div class="text-sm text-slate-600">
+          <span id="selected-client-count" class="font-semibold text-slate-900">0</span> clients selected
+        </div>
+      </div>
+
+      <div class="max-h-[32rem] overflow-auto">
+        <table class="min-w-full divide-y divide-slate-200">
+          <thead class="sticky top-0 z-10 bg-slate-50">
+            <tr>
+              <th class="w-12 px-4 py-3 text-left">
+                <input type="checkbox"
+                       id="select-all-visible"
+                       class="rounded border-slate-300"
+                       title="Select all visible clients">
+              </th>
+              <th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Code</th>
+              <th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Client</th>
+              <th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">PAN / GSTIN</th>
+              <th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Type</th>
+              <th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Current Partner</th>
+            </tr>
+          </thead>
+          <tbody id="client-table-body" class="divide-y divide-slate-100">
+            {% for client in clients %}
+            {% 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 %}
+            <tr class="client-row" data-search="{{ search_text|e }}">
+              <td class="px-4 py-3">
+                <input type="checkbox"
+                       name="client_ids"
+                       value="{{ client.id }}"
+                       class="client-checkbox rounded border-slate-300">
+              </td>
+              <td class="px-4 py-3 text-sm font-medium text-slate-700">{{ client.client_code }}</td>
+              <td class="px-4 py-3 text-sm">
+                <div class="font-medium text-slate-900">{{ client.client_name }}</div>
+                {% if client.trade_name %}
+                <div class="text-xs text-slate-500">{{ client.trade_name }}</div>
+                {% endif %}
+              </td>
+              <td class="px-4 py-3 text-xs text-slate-600">
+                <div>PAN: {{ client.pan or '-' }}</div>
+                <div>GSTIN: {{ client.gstin or '-' }}</div>
+              </td>
+              <td class="px-4 py-3 text-sm text-slate-600">{{ client.client_type or '-' }}</td>
+              <td class="px-4 py-3 text-xs text-slate-600">
+                {{ client_partner_names.get(client.partner_id, '-') if client.partner_id else '-' }}
+              </td>
+            </tr>
+            {% else %}
+            <tr>
+              <td colspan="6" class="px-4 py-8 text-center text-sm text-slate-500">
+                No clients are available for subscription.
+              </td>
+            </tr>
+            {% endfor %}
+          </tbody>
+        </table>
+      </div>
+    </div>
+
+    <div class="flex flex-wrap items-center justify-between gap-3 rounded-2xl border border-slate-200 bg-white p-4 shadow-soft">
+      <p class="text-sm text-slate-600">
+        Existing client-service subscriptions are reused. Existing engagements for the same client, service, financial year and period are skipped automatically.
+      </p>
+      <div class="flex gap-3">
+        <a href="/services/subscriptions"
+           class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">
+          Cancel
+        </a>
+        <button type="submit"
+                id="create-subscriptions-button"
+                class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700">
+          Create Subscriptions
+        </button>
+      </div>
+    </div>
+  </form>
+</div>
+
+<script>
+(function () {
+  const form = document.getElementById('bulk-subscription-form');
+  const service = document.getElementById('bulk-service');
+  const info = document.getElementById('service-derived-info');
+  const reviewPartner = document.getElementById('bulk-review-partner');
+  const reviewRequirement = document.getElementById('review-partner-requirement');
+  const reviewHelp = document.getElementById('review-partner-help');
+  const financialYear = document.getElementById('bulk-financial-year');
+  const period = document.getElementById('bulk-period');
+  const generationRadios = Array.from(document.querySelectorAll('input[name="generation_mode"]'));
+  const search = document.getElementById('client-search');
+  const clear = document.getElementById('clear-client-search');
+  const selectAll = document.getElementById('select-all-visible');
+  const count = document.getElementById('selected-client-count');
+  const rows = Array.from(document.querySelectorAll('.client-row'));
+  const boxes = Array.from(document.querySelectorAll('.client-checkbox'));
+
+  function currentGenerationMode() {
+    const selected = generationRadios.find(radio => radio.checked);
+    return selected ? selected.value : 'subscription_only';
+  }
+
+  function financialYearParts() {
+    const raw = (financialYear.value || '').trim();
+    const start = parseInt(raw.split('-')[0], 10);
+    return Number.isFinite(start)
+      ? [start, start + 1]
+      : [new Date().getFullYear(), new Date().getFullYear() + 1];
+  }
+
+  function rebuildPeriodOptions() {
+    const option = service.options[service.selectedIndex];
+    const recurrence = option ? (option.dataset.recurrence || '').trim().toLowerCase().replaceAll('-', '_').replaceAll(' ', '_') : '';
+    const mode = currentGenerationMode();
+    const requiresSelectedPeriod = mode === 'current_period' && (recurrence === 'monthly' || recurrence === 'quarterly');
+
+    period.innerHTML = '<option value="">Not applicable</option>';
+    period.required = requiresSelectedPeriod;
+    period.disabled = mode !== 'current_period';
+
+    if (!requiresSelectedPeriod) {
+      return;
+    }
+
+    const [startYear, endYear] = financialYearParts();
+
+    if (recurrence === 'monthly') {
+      const months = [
+        [4, 'Apr'], [5, 'May'], [6, 'Jun'], [7, 'Jul'],
+        [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 %}

app/ui/templates/components/partner_navigation_v2.html

@@ -82,7 +82,12 @@
       {
         'label': 'Client Subscriptions',
         'url': '/services/subscriptions',
-        'active': _partner_path.startswith('/services/subscriptions')
+        'active': _partner_path == '/services/subscriptions' or (_partner_path.startswith('/services/subscriptions/') and not _partner_path.startswith('/services/subscriptions/bulk'))
+      },
+      {
+        'label': 'Bulk Subscriptions',
+        'url': '/services/subscriptions/bulk',
+        'active': _partner_path.startswith('/services/subscriptions/bulk')
       },
       {
         'label': 'All Engagements',