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Add periodic engagements and statutory due dates

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A R R R Associates
2026-08-05 12:31:39 +05:30
parent dd2a69dbaa
commit c35c89982e
9 changed files with 415 additions and 94 deletions
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app/modules/services/bulk_imports.py
+18 -2
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@@ -23,7 +23,14 @@ from app.modules.services.models import (
ServiceDueDateRule,
)
from app.modules.services.services import normalize_code, normalize_engagement_type
from app.modules.services.client_services import assessment_year_from_financial_year, normalize_financial_year, review_partner_required_for_engagement, ensure_engagement_quality_workflow, enforce_quality_gate_on_subscription
from app.modules.services.client_services import (
assessment_year_from_financial_year,
normalize_financial_year,
normalize_period_label,
review_partner_required_for_engagement,
ensure_engagement_quality_workflow,
enforce_quality_gate_on_subscription,
)
from app.modules.services.due_dates import apply_due_date_rule_to_subscription, create_due_date_extension
TRUE_VALUES = {"1", "true", "yes", "y", "on"}
@@ -33,6 +40,7 @@ CLIENT_ASSIGNMENT_COLUMNS = [
"client_code",
"service_code",
"financial_year",
"period_label",
"engagement_type",
"assigned_partner_email",
"assigned_manager_email",
@@ -759,6 +767,11 @@ def import_client_service_assignments(
if not enabled:
raise ValueError("Service is not enabled for this firm.")
firm_selection, catalogue = enabled
period_label = normalize_period_label(
_clean(_cell(row, headers, "period_label")),
financial_year=financial_year,
recurrence_type=getattr(catalogue, "recurrence_type", None),
)
partner_email = _clean(_cell(row, headers, "assigned_partner_email"))
manager_email = _clean(_cell(row, headers, "assigned_manager_email"))
@@ -786,6 +799,7 @@ def import_client_service_assignments(
ClientServiceSubscription.client_id == client.id,
ClientServiceSubscription.service_catalogue_id == catalogue.id,
ClientServiceSubscription.financial_year == financial_year,
ClientServiceSubscription.period_label == period_label,
)
).scalar_one_or_none()
@@ -801,6 +815,7 @@ def import_client_service_assignments(
client_id=client.id,
service_catalogue_id=catalogue.id,
financial_year=financial_year,
period_label=period_label,
assessment_year=assessment_year_from_financial_year(financial_year),
created_by_user_id=current_user.id,
)
@@ -810,6 +825,7 @@ def import_client_service_assignments(
if getattr(sub, "is_locked", False):
raise ValueError("Existing engagement for this client/service/year is locked and cannot be updated.")
sub.financial_year = financial_year
sub.period_label = period_label
sub.assessment_year = assessment_year_from_financial_year(financial_year)
imported_engagement_type = _clean(_cell(row, headers, "engagement_type"))
sub.engagement_type = normalize_engagement_type(imported_engagement_type) if imported_engagement_type else (getattr(catalogue, "engagement_type", "non_assurance") or "non_assurance")
@@ -826,7 +842,7 @@ def import_client_service_assignments(
sub.is_active = is_active
sub.remarks = _clean(_cell(row, headers, "remarks")) or None
sub.updated_by_user_id = current_user.id
apply_due_date_rule_to_subscription(db, sub)
apply_due_date_rule_to_subscription(db, sub, force=True)
ensure_engagement_quality_workflow(db, subscription=sub, actor_user_id=current_user.id, create_declarations=False)
enforce_quality_gate_on_subscription(sub)
except Exception as exc: