Add task category master for service task templates
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A R R R Associates
@@ -81,7 +81,14 @@
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<div class="mt-3 grid gap-4 md:grid-cols-2">
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<div>
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<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-emerald-800">Task Category</label>
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<input type="text" name="task_category" value="{{ task.task_category or '' }}" class="w-full rounded-xl border border-emerald-200 px-3 py-2 text-sm" placeholder="e.g. Accounting Verification">
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<select name="task_category" class="w-full rounded-xl border border-emerald-200 px-3 py-2 text-sm">
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<option value="">Uncategorised / General Workflow</option>
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{% set current_category = task.task_category or '' %}
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{% for category in task_categories or [] %}
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<option value="{{ category.name }}" {% if current_category == category.name %}selected{% endif %}>{{ category.name }}{% if not category.is_active %} (Inactive){% endif %}</option>
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{% endfor %}
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{% if current_category and not (task_categories or [])|selectattr('name','equalto',current_category)|list %}<option value="{{ current_category }}" selected>{{ current_category }} (Legacy)</option>{% endif %}
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</select>
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</div>
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<div>
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<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-emerald-800">Response Type</label>
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@@ -6,7 +6,7 @@
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<h2 class="text-xl font-semibold text-slate-900">{{ service.service_name }}</h2>
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<p class="text-sm text-slate-500">System default task templates for {{ service.service_code }}</p>
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</div>
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<div class="flex gap-2"><a href="/services/defaults" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">Back</a><a href="/services/catalogue/{{ service.id }}" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700">Catalogue Detail</a></div>
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<div class="flex gap-2"><a href="/services/catalogue/{{ service.id }}/task-categories" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">Task Categories</a><a href="/services/defaults" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">Back</a><a href="/services/catalogue/{{ service.id }}" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700">Catalogue Detail</a></div>
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</div>
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="space-y-3">
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@@ -43,6 +43,7 @@
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<div><label class="mb-2 block text-sm font-medium text-slate-700">Task Name</label><input type="text" name="task_name" required class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm"></div>
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<div><label class="mb-2 block text-sm font-medium text-slate-700">Default Role</label><input type="text" name="default_role_name" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm"></div>
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<div><label class="mb-2 block text-sm font-medium text-slate-700">Task Category</label><select name="task_category" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm"><option value="">Uncategorised / General Workflow</option>{% for category in task_categories or [] %}{% if category.is_active %}<option value="{{ category.name }}">{{ category.name }}</option>{% endif %}{% endfor %}</select></div>
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<div><label class="mb-2 block text-sm font-medium text-slate-700">Sequence No</label><input type="number" min="1" name="sequence_no" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm"></div>
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<div class="flex items-center gap-6 pt-7 text-sm text-slate-700"><label class="inline-flex items-center gap-2"><input type="checkbox" name="is_mandatory" checked> Mandatory</label><label class="inline-flex items-center gap-2"><input type="checkbox" name="requires_review"> Review</label><label class="inline-flex items-center gap-2">Normal reviewer <select name="normal_review_role" class="rounded border border-slate-300 px-2 py-1 text-xs"><option value="manager">Manager</option><option value="partner">Partner</option><option value="manager_or_partner">Manager / Partner</option></select></label><label class="inline-flex items-center gap-2"><input type="checkbox" name="is_active" checked> Active</label></div>
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<div class="md:col-span-2"><label class="mb-2 block text-sm font-medium text-slate-700">Description</label><textarea name="description" rows="4" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm"></textarea></div>
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@@ -81,7 +81,14 @@
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<div class="mt-3 grid gap-4 md:grid-cols-2">
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<div>
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<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-emerald-800">Task Category <span class="font-normal normal-case text-emerald-600">(optional)</span></label>
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<input type="text" name="task_category" value="{{ task.task_category or '' }}" class="w-full rounded-xl border border-emerald-200 px-3 py-2 text-sm" placeholder="Leave blank for the normal flat checklist">
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<select name="task_category" class="w-full rounded-xl border border-emerald-200 px-3 py-2 text-sm">
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<option value="">Uncategorised / General Workflow</option>
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{% set current_category = task.task_category or '' %}
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{% for category in task_categories or [] %}
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<option value="{{ category.name }}" {% if current_category == category.name %}selected{% endif %}>{{ category.name }}{% if not category.is_active %} (Inactive){% endif %}</option>
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{% endfor %}
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{% if current_category and not (task_categories or [])|selectattr('name','equalto',current_category)|list %}<option value="{{ current_category }}" selected>{{ current_category }} (Legacy)</option>{% endif %}
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</select>
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</div>
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<div>
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<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-emerald-800">Response Type</label>
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@@ -0,0 +1,11 @@
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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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<div class="flex flex-col gap-3 sm:flex-row sm:items-start sm:justify-between"><div><h2 class="text-xl font-semibold text-slate-900">Task Categories</h2><p class="mt-1 text-sm text-slate-500">{{ service.service_code }} · {{ service.service_name }} · {{ 'System defaults' if system_scope else 'Current firm' }}</p></div><a href="{{ '/services/catalogue/' ~ service.id ~ '/defaults' if system_scope else '/services/templates/' ~ service.id }}" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">Back to Tasks</a></div>
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{% if request.query_params.get('created') %}<div class="rounded-xl border border-emerald-200 bg-emerald-50 p-3 text-sm text-emerald-800">Task category created.</div>{% endif %}
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{% if request.query_params.get('updated') %}<div class="rounded-xl border border-emerald-200 bg-emerald-50 p-3 text-sm text-emerald-800">Task category updated. Linked task templates keep the same grouping name.</div>{% endif %}
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{% if request.query_params.get('error') %}<div class="rounded-xl border border-rose-200 bg-rose-50 p-3 text-sm text-rose-800">Unable to save this category. Check the code/name and try again.</div>{% endif %}
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{% if can_manage %}<section class="rounded-2xl bg-white p-5 shadow-soft"><h3 class="text-sm font-semibold text-slate-900">Add Task Category</h3><form method="post" action="{{ '/services/catalogue/' ~ service.id ~ '/task-categories/new' if system_scope else '/services/templates/' ~ service.id ~ '/categories/new' }}" class="mt-4 grid gap-3 md:grid-cols-4"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><input name="name" required placeholder="Category name" class="rounded-xl border border-slate-300 px-3 py-2 text-sm"><input name="code" placeholder="Code (auto if blank)" class="rounded-xl border border-slate-300 px-3 py-2 text-sm"><input name="sort_order" type="number" value="100" class="rounded-xl border border-slate-300 px-3 py-2 text-sm"><button class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700">Add Category</button></form></section>{% endif %}
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<section class="overflow-hidden rounded-2xl bg-white shadow-soft"><table class="min-w-full divide-y divide-slate-200"><thead class="bg-slate-50"><tr><th class="px-4 py-3 text-left text-xs font-semibold uppercase text-slate-500">Order</th><th class="px-4 py-3 text-left text-xs font-semibold uppercase text-slate-500">Code</th><th class="px-4 py-3 text-left text-xs font-semibold uppercase text-slate-500">Category</th><th class="px-4 py-3 text-left text-xs font-semibold uppercase text-slate-500">Status</th><th class="px-4 py-3"></th></tr></thead><tbody class="divide-y divide-slate-100">{% for row in rows %}<tr>{% if can_manage %}<form method="post" action="{{ '/services/catalogue/' ~ service.id ~ '/task-categories/' ~ row.id ~ '/update' if system_scope else '/services/templates/' ~ service.id ~ '/categories/' ~ row.id ~ '/update' }}"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><td class="px-4 py-3"><input name="sort_order" type="number" value="{{ row.sort_order }}" class="w-20 rounded-lg border border-slate-300 px-2 py-1 text-sm"></td><td class="px-4 py-3"><input name="code" value="{{ row.code }}" required class="w-36 rounded-lg border border-slate-300 px-2 py-1 text-sm"></td><td class="px-4 py-3"><input name="name" value="{{ row.name }}" required class="w-full rounded-lg border border-slate-300 px-2 py-1 text-sm"></td><td class="px-4 py-3 text-sm"><label class="inline-flex items-center gap-2"><input type="checkbox" name="is_active" {% if row.is_active %}checked{% endif %}> Active</label></td><td class="px-4 py-3 text-right"><button class="rounded-lg border border-brand-200 bg-brand-50 px-3 py-1.5 text-xs font-semibold text-brand-700">Save</button></td></form>{% else %}<td class="px-4 py-3 text-sm">{{ row.sort_order }}</td><td class="px-4 py-3 text-sm">{{ row.code }}</td><td class="px-4 py-3 text-sm font-medium">{{ row.name }}</td><td class="px-4 py-3 text-sm">{{ 'Active' if row.is_active else 'Inactive' }}</td><td></td>{% endif %}</tr>{% else %}<tr><td colspan="5" class="px-4 py-8 text-center text-sm text-slate-500">No task categories yet. Existing uncategorised tasks continue to work normally.</td></tr>{% endfor %}</tbody></table></section>
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</div>
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{% endblock %}
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@@ -11,6 +11,7 @@
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</div>
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<div class="flex flex-wrap gap-2">
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<a href="/services/templates" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">Back to Templates</a>
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<a href="/services/templates/{{ service.id }}/categories" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">Task Categories</a>
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<a href="/services/catalogue/{{ service.id }}" class="rounded-xl border border-brand-300 px-4 py-2 text-sm font-medium text-brand-700 hover:bg-brand-50">View Catalogue</a>
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</div>
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</div>
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@@ -81,7 +82,10 @@
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</div>
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<div class="lg:col-span-3">
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<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Task Category <span class="font-normal normal-case text-slate-400">(optional)</span></label>
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<input name="task_category" class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm" placeholder="e.g. GST, Accounts, Income Tax">
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<select name="task_category" class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
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<option value="">Uncategorised / General Workflow</option>
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{% for category in task_categories or [] %}{% if category.is_active %}<option value="{{ category.name }}">{{ category.name }}</option>{% endif %}{% endfor %}
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</select>
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</div>
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<div class="lg:col-span-3">
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<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Options</label>
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