Add periodic engagements and statutory due dates

alembic/versions/20260805_periodic_engagements.py

@@ -0,0 +1,95 @@
+"""add recurring engagement period support
+
+Revision ID: 20260805_periodic_engagements
+Revises: 20260805_performing_partner
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy import inspect
+
+revision = "20260805_periodic_engagements"
+down_revision = "20260805_performing_partner"
+branch_labels = None
+depends_on = None
+
+TABLE = "client_service_subscriptions"
+OLD_UQ = "uq_client_service_subscription_tenant_client_service_year"
+NEW_UQ = "uq_client_service_subscription_tenant_client_service_year_period"
+INDEX = "ix_client_service_subscriptions_period_label"
+
+
+def _inspector():
+    return inspect(op.get_bind())
+
+
+def _columns() -> set[str]:
+    return {row["name"] for row in _inspector().get_columns(TABLE)}
+
+
+def _unique_constraints() -> set[str]:
+    return {row.get("name") for row in _inspector().get_unique_constraints(TABLE) if row.get("name")}
+
+
+def _indexes() -> set[str]:
+    return {row.get("name") for row in _inspector().get_indexes(TABLE) if row.get("name")}
+
+
+def upgrade():
+    if "period_label" not in _columns():
+        op.add_column(TABLE, sa.Column("period_label", sa.String(length=30), nullable=False, server_default=""))
+
+    op.execute("UPDATE client_service_subscriptions SET period_label = '' WHERE period_label IS NULL")
+
+    uniques = _unique_constraints()
+    dialect = op.get_bind().dialect.name
+    if dialect == "sqlite":
+        with op.batch_alter_table(TABLE, recreate="always") as batch:
+            if OLD_UQ in uniques:
+                batch.drop_constraint(OLD_UQ, type_="unique")
+            if NEW_UQ not in uniques:
+                batch.create_unique_constraint(
+                    NEW_UQ,
+                    ["tenant_id", "client_id", "service_catalogue_id", "financial_year", "period_label"],
+                )
+    else:
+        if OLD_UQ in uniques:
+            op.drop_constraint(OLD_UQ, TABLE, type_="unique")
+        if NEW_UQ not in _unique_constraints():
+            op.create_unique_constraint(
+                NEW_UQ,
+                TABLE,
+                ["tenant_id", "client_id", "service_catalogue_id", "financial_year", "period_label"],
+            )
+
+    if INDEX not in _indexes():
+        op.create_index(INDEX, TABLE, ["period_label"], unique=False)
+
+
+def downgrade():
+    if INDEX in _indexes():
+        op.drop_index(INDEX, table_name=TABLE)
+
+    uniques = _unique_constraints()
+    dialect = op.get_bind().dialect.name
+    if dialect == "sqlite":
+        with op.batch_alter_table(TABLE, recreate="always") as batch:
+            if NEW_UQ in uniques:
+                batch.drop_constraint(NEW_UQ, type_="unique")
+            if OLD_UQ not in uniques:
+                batch.create_unique_constraint(
+                    OLD_UQ,
+                    ["tenant_id", "client_id", "service_catalogue_id", "financial_year"],
+                )
+            if "period_label" in _columns():
+                batch.drop_column("period_label")
+    else:
+        if NEW_UQ in uniques:
+            op.drop_constraint(NEW_UQ, TABLE, type_="unique")
+        if OLD_UQ not in _unique_constraints():
+            op.create_unique_constraint(
+                OLD_UQ,
+                TABLE,
+                ["tenant_id", "client_id", "service_catalogue_id", "financial_year"],
+            )
+        if "period_label" in _columns():
+            op.drop_column(TABLE, "period_label")

app/modules/services/bulk_imports.py

@@ -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:

app/modules/services/client_services.py

@@ -24,6 +24,48 @@ SUBSCRIPTION_STATUSES = [
 ASSIGNMENT_ROLE_NAMES = ("Partner", "Branch Manager", "Staff")
 
 
+MONTHLY_PERIODS = (
+    (4, "Apr"), (5, "May"), (6, "Jun"), (7, "Jul"), (8, "Aug"), (9, "Sep"),
+    (10, "Oct"), (11, "Nov"), (12, "Dec"), (1, "Jan"), (2, "Feb"), (3, "Mar"),
+)
+QUARTERLY_PERIODS = ("Q1", "Q2", "Q3", "Q4")
+
+
+def normalized_recurrence_type(value: str | None) -> str:
+    return (value or "").strip().lower().replace("-", "_").replace(" ", "_")
+
+
+def recurrence_requires_period(value: str | None) -> bool:
+    return normalized_recurrence_type(value) in {"monthly", "quarterly"}
+
+
+def period_choices_for_service(financial_year: str | None, recurrence_type: str | None) -> list[tuple[str, str]]:
+    recurrence = normalized_recurrence_type(recurrence_type)
+    fy = normalize_financial_year(financial_year)
+    start_year = int(fy.split("-", 1)[0])
+    end_year = start_year + 1
+    if recurrence == "monthly":
+        result = []
+        for month, label in MONTHLY_PERIODS:
+            year = start_year if month >= 4 else end_year
+            result.append((f"{year:04d}-{month:02d}", f"{label} {year}"))
+        return result
+    if recurrence == "quarterly":
+        return [(value, f"{value} {fy}") for value in QUARTERLY_PERIODS]
+    return [("", "Not applicable")]
+
+
+def normalize_period_label(value: str | None, *, financial_year: str | None, recurrence_type: str | None) -> str:
+    recurrence = normalized_recurrence_type(recurrence_type)
+    raw = (value or "").strip()
+    if not recurrence_requires_period(recurrence):
+        return ""
+    valid = {code for code, _ in period_choices_for_service(financial_year, recurrence)}
+    if raw not in valid:
+        raise ValueError("A valid month or quarter is required for this recurring service.")
+    return raw
+
+
 def current_financial_year(today: date | None = None) -> str:
     today = today or date.today()
     if today.month >= 4:
@@ -139,6 +181,7 @@ def get_existing_subscription(
     client_id: int,
     service_catalogue_id: int,
     financial_year: str | None = None,
+    period_label: str | None = None,
 ) -> ClientServiceSubscription | None:
     return db.execute(
         select(ClientServiceSubscription).where(
@@ -146,6 +189,7 @@ def get_existing_subscription(
             ClientServiceSubscription.client_id == client_id,
             ClientServiceSubscription.service_catalogue_id == service_catalogue_id,
             ClientServiceSubscription.financial_year == normalize_financial_year(financial_year),
+            ClientServiceSubscription.period_label == (period_label or "").strip(),
         )
     ).scalar_one_or_none()
 

app/modules/services/engagements_ui.py

@@ -27,6 +27,9 @@ from app.modules.services.client_services import (
     get_existing_subscription,
     get_subscription,
     normalize_financial_year,
+    normalize_period_label,
+    period_choices_for_service,
+    recurrence_requires_period,
     list_assignable_users,
     list_clients_for_assignment,
     list_enabled_services_for_assignment,
@@ -241,6 +244,7 @@ def subscription_create_page(request: Request, client_id: int | None = None):
             review_partners=review_partners,
             selected_client_id=client_id,
             financial_year=_active_financial_year(request),
+            period_choices=[],
         )
     finally:
         db.close()
@@ -257,6 +261,8 @@ def subscription_create_submit(
     performing_partner_user_id: str = Form(""),
     review_partner_user_id: str = Form(""),
     financial_year: str = Form(""),
+    period_label: str = Form(""),
+    generate_all_periods: str | None = Form(None),
     start_date: str = Form(""),
     end_date: str = Form(""),
     expiry_date: str = Form(""),
@@ -285,31 +291,56 @@ def subscription_create_submit(
         if not firm_selection:
             return RedirectResponse(url="/services/engagements/new", status_code=303)
 
+        recurrence_type = getattr(firm_selection.catalogue, "recurrence_type", None)
+        if recurrence_requires_period(recurrence_type):
+            available_periods = period_choices_for_service(selected_financial_year, recurrence_type)
+            if generate_all_periods is not None:
+                requested_periods = [code for code, _label in available_periods]
+            else:
+                try:
+                    requested_periods = [normalize_period_label(period_label, financial_year=selected_financial_year, recurrence_type=recurrence_type)]
+                except ValueError:
+                    return RedirectResponse(url="/services/engagements/new?error=period", status_code=303)
+        else:
+            requested_periods = [""]
+
+        client = db.get(Client, client_id)
+        if not client or client.tenant_id != tenant_id:
+            return RedirectResponse(url="/services/engagements/new", status_code=303)
+
+        created_rows = []
+        existing_rows = []
+        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,
             )
-        client = db.get(Client, client_id)
-        if not client or client.tenant_id != tenant_id:
-            return RedirectResponse(url="/services/engagements/new", status_code=303)
-
             if existing:
-            row = existing
-        else:
+                existing_rows.append(existing)
+                continue
             row = ClientServiceSubscription(
                 tenant_id=tenant_id,
                 client_id=client_id,
                 service_catalogue_id=service_catalogue_id,
                 financial_year=selected_financial_year,
+                period_label=requested_period,
                 assessment_year=assessment_year_from_financial_year(selected_financial_year),
                 engagement_type=getattr(firm_selection.catalogue, "engagement_type", "non_assurance") or "non_assurance",
                 created_by_user_id=user.id,
             )
             db.add(row)
+            created_rows.append(row)
 
+        if not created_rows:
+            row = existing_rows[0]
+        else:
+            row = created_rows[0]
+        rows_to_update = created_rows or [row]
+        for row in rows_to_update:
             if getattr(row, "is_locked", False) or is_row_financial_year_locked(db, row):
                 return RedirectResponse(url=f"/services/engagements/{row.id}?year_locked=1", status_code=303)
 
@@ -335,12 +366,14 @@ def subscription_create_submit(
             row.remarks = remarks.strip() or None
             row.is_active = is_active is not None
             row.updated_by_user_id = user.id
-        apply_due_date_rule_to_subscription(db, row)
+            apply_due_date_rule_to_subscription(db, row, force=True)
             ensure_engagement_quality_workflow(db, subscription=row, actor_user_id=user.id, create_declarations=False)
             enforce_quality_gate_on_subscription(row)
 
         db.commit()
         db.refresh(row)
+        if len(created_rows) > 1:
+            return RedirectResponse(url=f"/services/engagements?financial_year={selected_financial_year}&bulk_created={len(created_rows)}", status_code=303)
         return RedirectResponse(url=f"/services/engagements/{row.id}", status_code=303)
     finally:
         db.close()
@@ -398,6 +431,7 @@ def subscription_bulk_create_page(request: Request, error: str = ""):
                 "review_partner": "The selected Review Partner is not available for this firm.",
                 "review_partner_required": "Review Partner is mandatory for an assurance engagement.",
                 "clients": "Select at least one permitted client.",
+                "period": "Select a valid month or quarter for the recurring service.",
             }.get(error),
         )
     finally:
@@ -415,6 +449,8 @@ def subscription_bulk_create_submit(
     performing_partner_user_id: str = Form(""),
     review_partner_user_id: str = Form(""),
     financial_year: str = Form(""),
+    period_label: str = Form(""),
+    generate_all_periods: str | None = Form(None),
     remarks: str = Form(""),
     csrf_token: str = Form(...),
 ):
@@ -451,6 +487,19 @@ def subscription_bulk_create_submit(
         if not firm_selection:
             return RedirectResponse(url="/services/engagements/bulk-new?error=service", status_code=303)
 
+        recurrence_type = getattr(firm_selection.catalogue, "recurrence_type", None)
+        if recurrence_requires_period(recurrence_type):
+            available_periods = period_choices_for_service(selected_financial_year, recurrence_type)
+            if generate_all_periods is not None:
+                requested_periods = [code for code, _label in available_periods]
+            else:
+                try:
+                    requested_periods = [normalize_period_label(period_label, financial_year=selected_financial_year, recurrence_type=recurrence_type)]
+                except ValueError:
+                    return RedirectResponse(url="/services/engagements/bulk-new?error=period", status_code=303)
+        else:
+            requested_periods = [""]
+
         partners = list_assignable_users(db, tenant_id=tenant_id, role_names=("Partner",))
         managers = list_assignable_users(db, tenant_id=tenant_id, role_names=("Branch Manager",))
         staff_users = list_assignable_users(db, tenant_id=tenant_id, role_names=("Staff",))
@@ -521,22 +570,24 @@ def subscription_bulk_create_submit(
             )
 
         for client_id in selected_client_ids:
+            client = db.get(Client, client_id)
+            if not client or client.tenant_id != tenant_id:
+                skipped_count += len(requested_periods)
+                continue
+
+            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:
                     existing_count += 1
                     continue
 
-            client = db.get(Client, client_id)
-            if not client or client.tenant_id != tenant_id:
-                skipped_count += 1
-                continue
-
                 row = ClientServiceSubscription(
                     tenant_id=tenant_id,
                     branch_id=engagement_branch_id,
@@ -557,6 +608,7 @@ def subscription_bulk_create_submit(
                         )
                     ),
                     financial_year=selected_financial_year,
+                    period_label=requested_period,
                     assessment_year=assessment_year_from_financial_year(selected_financial_year),
                     engagement_type=engagement_type,
                     status="active",
@@ -567,7 +619,7 @@ def subscription_bulk_create_submit(
                 )
                 db.add(row)
                 db.flush()
-            apply_due_date_rule_to_subscription(db, row)
+                apply_due_date_rule_to_subscription(db, row, force=True)
                 ensure_engagement_quality_workflow(db, subscription=row, actor_user_id=user.id, create_declarations=False)
                 enforce_quality_gate_on_subscription(row)
                 created_count += 1
@@ -1011,6 +1063,7 @@ def subscription_edit_page(request: Request, subscription_id: int):
             review_partners=review_partners,
             selected_client_id=row.client_id,
             financial_year=row.financial_year,
+            period_choices=period_choices_for_service(row.financial_year, getattr(row.catalogue, "recurrence_type", None)),
         )
     finally:
         db.close()
@@ -1025,6 +1078,7 @@ def subscription_edit_submit(
     assigned_staff_user_id: str = Form(""),
     performing_partner_user_id: str = Form(""),
     review_partner_user_id: str = Form(""),
+    period_label: str = Form(""),
     start_date: str = Form(""),
     end_date: str = Form(""),
     expiry_date: str = Form(""),
@@ -1054,6 +1108,25 @@ def subscription_edit_submit(
         if getattr(row, "is_locked", False) or is_row_financial_year_locked(db, row):
             return RedirectResponse(url=f"/services/engagements/{row.id}?year_locked=1", status_code=303)
 
+        try:
+            new_period_label = normalize_period_label(
+                period_label,
+                financial_year=row.financial_year,
+                recurrence_type=getattr(row.catalogue, "recurrence_type", None),
+            )
+        except ValueError:
+            return RedirectResponse(url=f"/services/engagements/{row.id}/edit?error=period", status_code=303)
+        duplicate = get_existing_subscription(
+            db,
+            tenant_id=tenant_id,
+            client_id=row.client_id,
+            service_catalogue_id=row.service_catalogue_id,
+            financial_year=row.financial_year,
+            period_label=new_period_label,
+        )
+        if duplicate and duplicate.id != row.id:
+            return RedirectResponse(url=f"/services/engagements/{row.id}/edit?error=duplicate_period", status_code=303)
+        row.period_label = new_period_label
         row.assigned_partner_user_id = int(assigned_partner_user_id) if assigned_partner_user_id.strip() else None
         requested_performing_partner_id = int(performing_partner_user_id) if performing_partner_user_id.strip() else None
         row.performing_partner_user_id = requested_performing_partner_id or getattr(row.client, "default_performing_partner_user_id", None) or row.assigned_partner_user_id
@@ -1070,7 +1143,7 @@ def subscription_edit_submit(
         row.remarks = remarks.strip() or None
         row.is_active = is_active is not None
         row.updated_by_user_id = user.id
-        apply_due_date_rule_to_subscription(db, row)
+        apply_due_date_rule_to_subscription(db, row, force=True)
         ensure_engagement_quality_workflow(db, subscription=row, actor_user_id=user.id, create_declarations=False)
         enforce_quality_gate_on_subscription(row)
         db.commit()

app/modules/services/models.py

@@ -381,7 +381,8 @@ class ClientServiceSubscription(CommonBase):
             "client_id",
             "service_catalogue_id",
             "financial_year",
-            name="uq_client_service_subscription_tenant_client_service_year",
+            "period_label",
+            name="uq_client_service_subscription_tenant_client_service_year_period",
         ),
     )
 
@@ -400,6 +401,7 @@ class ClientServiceSubscription(CommonBase):
     review_partner_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id"), nullable=True, index=True)
 
     financial_year: Mapped[str] = mapped_column(String(9), nullable=False, default="2025-26", index=True)
+    period_label: Mapped[str] = mapped_column(String(30), nullable=False, default="", server_default="", index=True)
     assessment_year: Mapped[str | None] = mapped_column(String(9), nullable=True, index=True)
     engagement_type: Mapped[str] = mapped_column(String(20), nullable=False, default="non_assurance", index=True)
     due_date_rule_id: Mapped[int | None] = mapped_column(ForeignKey("service_due_date_rules.id", ondelete="SET NULL"), nullable=True, index=True)
@@ -654,6 +656,7 @@ class ClientServiceTaskInstance(CommonBase):
     firm_task_template_id: Mapped[int | None] = mapped_column(ForeignKey("firm_service_task_templates.id", ondelete="SET NULL"), nullable=True, index=True)
 
     financial_year: Mapped[str] = mapped_column(String(9), nullable=False, default="2025-26", index=True)
+    period_label: Mapped[str] = mapped_column(String(30), nullable=False, default="", server_default="", index=True)
     assessment_year: Mapped[str | None] = mapped_column(String(9), nullable=True, index=True)
     task_name: Mapped[str] = mapped_column(String(200), nullable=False)
     description: Mapped[str | None] = mapped_column(Text, nullable=True)

app/modules/services/templates/services/engagements/bulk_form.html

@@ -19,7 +19,7 @@
     <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" 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">
+        <input type="text" id="bulk-financial-year" name="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">
@@ -35,6 +35,18 @@
         <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>
+        <label id="bulk-generate-all-wrap" class="mt-2 hidden items-center gap-2 text-sm text-slate-700">
+          <input type="checkbox" name="generate_all_periods" id="bulk-generate-all" value="1" class="rounded border-slate-300">
+          Generate all periods for the financial year
+        </label>
+        <p class="mt-1 text-xs text-slate-500">For monthly or quarterly services, due dates are calculated separately for each generated period.</p>
+      </div>
+
       <div>
         <label class="mb-2 block text-sm font-medium text-slate-700">Engagement Partner</label>
         <select name="assigned_partner_user_id" id="bulk-partner" required class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
@@ -131,7 +143,7 @@
     </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 engagements for the same client, service and financial year are skipped automatically. No existing engagement is overwritten.</p>
+      <p class="text-sm text-slate-600">Existing engagements for the same client, service, financial year and period are skipped automatically. No existing engagement is overwritten.</p>
       <div class="flex gap-3">
         <a href="/services/engagements" 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-engagements-button" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700">Create Engagements</button>
@@ -144,6 +156,10 @@
 (function () {
   const form = document.getElementById('bulk-engagement-form');
   const service = document.getElementById('bulk-service');
+  const fy = document.getElementById('bulk-financial-year');
+  const period = document.getElementById('bulk-period');
+  const generateAll = document.getElementById('bulk-generate-all');
+  const generateWrap = document.getElementById('bulk-generate-all-wrap');
   const info = document.getElementById('service-derived-info');
   const reviewPartner = document.getElementById('bulk-review-partner');
   const reviewRequirement = document.getElementById('review-partner-requirement');
@@ -169,6 +185,21 @@
     reviewHelp.textContent = assurance
       ? 'Mandatory because the selected enabled firm service is an assurance engagement.'
       : 'Optional for non-assurance engagements. A selected Review Partner is saved for every engagement created in this batch.';
+    const fyMatch = (fy.value || '').trim().match(/^(\d{4})-(\d{2}|\d{4})$/);
+    const startYear = fyMatch ? Number(fyMatch[1]) : null;
+    period.innerHTML = '';
+    generateAll.checked = false;
+    period.disabled = false;
+    function addPeriod(value, label) { const o = document.createElement('option'); o.value = value; o.textContent = label; period.appendChild(o); }
+    if (recurrence === 'monthly' && startYear) {
+      [['04','Apr',startYear],['05','May',startYear],['06','Jun',startYear],['07','Jul',startYear],['08','Aug',startYear],['09','Sep',startYear],['10','Oct',startYear],['11','Nov',startYear],['12','Dec',startYear],['01','Jan',startYear+1],['02','Feb',startYear+1],['03','Mar',startYear+1]].forEach(row => addPeriod(`${row[2]}-${row[0]}`, `${row[1]} ${row[2]}`));
+      period.required = true; generateWrap.classList.remove('hidden'); generateWrap.classList.add('flex');
+    } else if (recurrence === 'quarterly' && startYear) {
+      ['Q1','Q2','Q3','Q4'].forEach(q => addPeriod(q, `${q} ${fy.value}`));
+      period.required = true; generateWrap.classList.remove('hidden'); generateWrap.classList.add('flex');
+    } else {
+      addPeriod('', 'Not applicable'); period.required = false; generateWrap.classList.add('hidden'); generateWrap.classList.remove('flex');
+    }
     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.';
@@ -199,6 +230,8 @@
   }
 
   service.addEventListener('change', updateServiceInfo);
+  fy.addEventListener('input', updateServiceInfo);
+  generateAll.addEventListener('change', () => { period.disabled = generateAll.checked; });
   search.addEventListener('input', updateVisibleRows);
   clear.addEventListener('click', () => { search.value = ''; updateVisibleRows(); search.focus(); });
   selectAll.addEventListener('change', () => { visibleBoxes().forEach(box => { box.checked = selectAll.checked; }); updateCount(); });

app/modules/services/templates/services/engagements/detail.html

@@ -10,7 +10,7 @@
   </div>
   {% if row.is_locked %}<div class="rounded-2xl border border-amber-200 bg-amber-50 p-4 text-sm text-amber-800">This engagement is locked as historical record. It cannot be edited.</div>{% endif %}
   <div class="grid gap-6 lg:grid-cols-2">
-    <section class="rounded-2xl bg-white p-5 shadow-soft"><h3 class="text-sm font-semibold text-slate-900">Client & Service</h3><dl class="mt-4 space-y-3 text-sm"><div><dt class="text-slate-500">Client</dt><dd class="font-medium text-slate-900">{{ row.client.client_name if row.client else '-' }}</dd></div><div><dt class="text-slate-500">Service</dt><dd class="font-medium text-slate-900">{{ row.catalogue.service_name if row.catalogue else '-' }}</dd></div><div><dt class="text-slate-500">Financial Year</dt><dd>{{ row.financial_year or '-' }}</dd></div><div><dt class="text-slate-500">Assessment Year</dt><dd>{{ row.assessment_year or '-' }}</dd></div><div><dt class="text-slate-500">Engagement Type</dt><dd>{{ 'Assurance' if row.engagement_type == 'assurance' else 'Non-Assurance' }}</dd></div><div><dt class="text-slate-500">Original Due Date</dt><dd>{{ row.original_due_date or '-' }}</dd></div><div><dt class="text-slate-500">Expiry Date</dt><dd>{{ row.expiry_date or '-' }}</dd></div><div><dt class="text-slate-500">Current Due Date</dt><dd class="font-medium text-slate-900">{{ row.current_due_date or '-' }}{% if row.due_date_source %}<span class="ml-2 rounded-full bg-slate-100 px-2 py-1 text-xs font-medium text-slate-600">{{ row.due_date_source|replace('_',' ')|title }}</span>{% endif %}</dd></div><div><dt class="text-slate-500">Status</dt><dd>{{ 'Locked' if row.is_locked else row.status|replace('_',' ')|title }}{% if not row.is_active %} / Inactive{% endif %}</dd></div><div><dt class="text-slate-500">Period</dt><dd>{{ row.start_date or '-' }} to {{ row.end_date or '-' }}</dd></div></dl></section>
+    <section class="rounded-2xl bg-white p-5 shadow-soft"><h3 class="text-sm font-semibold text-slate-900">Client & Service</h3><dl class="mt-4 space-y-3 text-sm"><div><dt class="text-slate-500">Client</dt><dd class="font-medium text-slate-900">{{ row.client.client_name if row.client else '-' }}</dd></div><div><dt class="text-slate-500">Service</dt><dd class="font-medium text-slate-900">{{ row.catalogue.service_name if row.catalogue else '-' }}</dd></div><div><dt class="text-slate-500">Financial Year</dt><dd>{{ row.financial_year or '-' }}</dd></div><div><dt class="text-slate-500">Assessment Year</dt><dd>{{ row.assessment_year or '-' }}</dd></div><div><dt class="text-slate-500">Return / Engagement Period</dt><dd>{{ row.period_label or 'Not applicable' }}</dd></div><div><dt class="text-slate-500">Engagement Type</dt><dd>{{ 'Assurance' if row.engagement_type == 'assurance' else 'Non-Assurance' }}</dd></div><div><dt class="text-slate-500">Original Due Date</dt><dd>{{ row.original_due_date or '-' }}</dd></div><div><dt class="text-slate-500">Expiry Date</dt><dd>{{ row.expiry_date or '-' }}</dd></div><div><dt class="text-slate-500">Current Due Date</dt><dd class="font-medium text-slate-900">{{ row.current_due_date or '-' }}{% if row.due_date_source %}<span class="ml-2 rounded-full bg-slate-100 px-2 py-1 text-xs font-medium text-slate-600">{{ row.due_date_source|replace('_',' ')|title }}</span>{% endif %}</dd></div><div><dt class="text-slate-500">Status</dt><dd>{{ 'Locked' if row.is_locked else row.status|replace('_',' ')|title }}{% if not row.is_active %} / Inactive{% endif %}</dd></div><div><dt class="text-slate-500">Engagement Dates</dt><dd>{{ row.start_date or '-' }} to {{ row.end_date or '-' }}</dd></div></dl></section>
     <section class="rounded-2xl bg-white p-5 shadow-soft"><h3 class="text-sm font-semibold text-slate-900">Assignment</h3><dl class="mt-4 space-y-3 text-sm"><div><dt class="text-slate-500">Partner</dt><dd>{{ row.assigned_partner.full_name if row.assigned_partner and row.assigned_partner.full_name else (row.assigned_partner.email if row.assigned_partner else '-') }}</dd></div><div><dt class="text-slate-500">Performing Partner</dt><dd>{{ row.performing_partner.full_name if row.performing_partner and row.performing_partner.full_name else (row.performing_partner.email if row.performing_partner else (row.assigned_partner.full_name if row.assigned_partner and row.assigned_partner.full_name else (row.assigned_partner.email if row.assigned_partner else '-'))) }}</dd></div><div><dt class="text-slate-500">Manager</dt><dd>{{ row.assigned_manager.full_name if row.assigned_manager and row.assigned_manager.full_name else (row.assigned_manager.email if row.assigned_manager else '-') }}</dd></div><div><dt class="text-slate-500">Staff</dt><dd>{{ row.assigned_staff.full_name if row.assigned_staff and row.assigned_staff.full_name else (row.assigned_staff.email if row.assigned_staff else '-') }}</dd></div><div><dt class="text-slate-500">Review Partner</dt><dd>{{ row.review_partner.full_name if row.review_partner and row.review_partner.full_name else (row.review_partner.email if row.review_partner else '-') }}</dd></div></dl></section>
   </div>
 

app/modules/services/templates/services/engagements/form.html

@@ -17,7 +17,7 @@
       {% if mode == 'edit' %}
         <div class="rounded-xl border border-slate-200 bg-slate-50 px-4 py-2 text-sm text-slate-700">{{ subscription.financial_year }}</div>
       {% else %}
-        <input type="text" name="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">
+        <input type="text" id="engagement-financial-year" name="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">
       {% endif %}
     </div>
 
@@ -40,15 +40,33 @@
           {{ subscription.catalogue.service_name if subscription and subscription.catalogue else '-' }} · {{ 'Assurance' if subscription and subscription.engagement_type == 'assurance' else 'Non-Assurance' }}
         </div>
       {% else %}
-        <select name="service_catalogue_id" required class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
+        <select name="service_catalogue_id" id="engagement-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 }}">{{ selection.catalogue.service_name }} ({{ selection.catalogue.service_code }}) - {{ 'Assurance' if selection.catalogue.engagement_type == 'assurance' else 'Non-Assurance' }}</option>
+          <option value="{{ selection.catalogue.id }}" data-recurrence="{{ selection.catalogue.recurrence_type or '' }}">{{ selection.catalogue.service_name }} ({{ selection.catalogue.service_code }}) - {{ 'Assurance' if selection.catalogue.engagement_type == 'assurance' else 'Non-Assurance' }}</option>
           {% endfor %}
         </select>
       {% endif %}
     </div>
 
+    <div id="engagement-period-field">
+      <label class="mb-2 block text-sm font-medium text-slate-700">Return / Engagement Period</label>
+      {% if mode == 'edit' %}
+        <select name="period_label" required class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
+          {% for value, label in period_choices %}<option value="{{ value }}" {% if subscription and subscription.period_label == value %}selected{% endif %}>{{ label }}</option>{% endfor %}
+        </select>
+      {% else %}
+        <select name="period_label" id="engagement-period" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
+          <option value="">Not applicable</option>
+        </select>
+        <label id="generate-all-periods-wrap" class="mt-2 hidden items-center gap-2 text-sm text-slate-700">
+          <input type="checkbox" name="generate_all_periods" id="generate-all-periods" value="1" class="rounded border-slate-300">
+          Generate all periods for this financial year
+        </label>
+      {% endif %}
+      <p class="mt-1 text-xs text-slate-500">Monthly and quarterly services require a period so the statutory due date can be calculated.</p>
+    </div>
+
     <div><label class="mb-2 block text-sm font-medium text-slate-700">Assigned Partner</label><select name="assigned_partner_user_id" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm"><option value="">Not assigned</option>{% for u in assignable_users %}<option value="{{ u.id }}" {% if subscription and subscription.assigned_partner_user_id == u.id %}selected{% endif %}>{{ u.full_name or u.email }}</option>{% endfor %}</select></div>
     <div><label class="mb-2 block text-sm font-medium text-slate-700">Performing Partner</label><select name="performing_partner_user_id" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm"><option value="">Use client default / Engagement Partner</option>{% for u in performing_partners or [] %}<option value="{{ u.id }}" {% if subscription and subscription.performing_partner_user_id == u.id %}selected{% endif %}>{{ u.full_name or u.email }}</option>{% endfor %}</select><p class="mt-1 text-xs text-slate-500">The Partner who directly performs or supervises this engagement.</p></div>
     <div><label class="mb-2 block text-sm font-medium text-slate-700">Assigned Manager</label><select name="assigned_manager_user_id" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm"><option value="">Not assigned</option>{% for u in assignable_users %}<option value="{{ u.id }}" {% if subscription and subscription.assigned_manager_user_id == u.id %}selected{% endif %}>{{ u.full_name or u.email }}</option>{% endfor %}</select></div>
@@ -64,4 +82,43 @@
     <div class="md:col-span-2 flex justify-end gap-3"><a href="/services/engagements" 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 class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700">Save</button></div>
   </form>
 </div>
+
+{% if mode != 'edit' %}
+<script>
+(function () {
+  const service = document.getElementById('engagement-service');
+  const fy = document.getElementById('engagement-financial-year');
+  const period = document.getElementById('engagement-period');
+  const generateWrap = document.getElementById('generate-all-periods-wrap');
+  const generateAll = document.getElementById('generate-all-periods');
+  if (!service || !fy || !period) return;
+
+  function fyStart() {
+    const match = (fy.value || '').trim().match(/^(\d{4})-(\d{2}|\d{4})$/);
+    return match ? Number(match[1]) : null;
+  }
+  function add(value, label) {
+    const option = document.createElement('option'); option.value = value; option.textContent = label; period.appendChild(option);
+  }
+  function rebuild() {
+    const selected = service.options[service.selectedIndex];
+    const recurrence = ((selected && selected.dataset.recurrence) || '').toLowerCase().replaceAll('-', '_').replaceAll(' ', '_');
+    const start = fyStart();
+    period.innerHTML = '';
+    generateAll.checked = false;
+    if (recurrence === 'monthly' && start) {
+      [['04','Apr',start],['05','May',start],['06','Jun',start],['07','Jul',start],['08','Aug',start],['09','Sep',start],['10','Oct',start],['11','Nov',start],['12','Dec',start],['01','Jan',start+1],['02','Feb',start+1],['03','Mar',start+1]].forEach(row => add(`${row[2]}-${row[0]}`, `${row[1]} ${row[2]}`));
+      period.required = true; generateWrap.classList.remove('hidden'); generateWrap.classList.add('flex');
+    } else if (recurrence === 'quarterly' && start) {
+      ['Q1','Q2','Q3','Q4'].forEach(q => add(q, `${q} ${fy.value}`));
+      period.required = true; generateWrap.classList.remove('hidden'); generateWrap.classList.add('flex');
+    } else {
+      add('', 'Not applicable'); period.required = false; generateWrap.classList.add('hidden'); generateWrap.classList.remove('flex');
+    }
+  }
+  generateAll.addEventListener('change', () => { period.disabled = generateAll.checked; });
+  service.addEventListener('change', rebuild); fy.addEventListener('input', rebuild); rebuild();
+})();
+</script>
+{% endif %}
 {% endblock %}

app/modules/services/templates/services/engagements/list.html

@@ -84,7 +84,7 @@
           {% if can_lock_engagements %}<td class="px-4 py-3 text-sm">{% if not row.is_locked %}<input type="checkbox" class="engagement-lock-checkbox rounded border-slate-300" name="subscription_ids" value="{{ row.id }}">{% endif %}</td>{% endif %}
           <td class="px-4 py-3 text-sm"><div class="font-medium text-slate-900">{{ row.client.client_name if row.client else '-' }}</div><div class="text-xs text-slate-500">{{ row.client.client_code if row.client else '' }}</div></td>
           <td class="px-4 py-3 text-sm"><div class="font-medium text-slate-900">{{ row.catalogue.service_name if row.catalogue else '-' }}</div><div class="text-xs text-slate-500">{{ row.catalogue.service_code if row.catalogue else '' }}</div></td>
-          <td class="px-4 py-3 text-xs text-slate-600"><div>FY: {{ row.financial_year or '-' }}</div><div>AY: {{ row.assessment_year or '-' }}</div></td>
+          <td class="px-4 py-3 text-xs text-slate-600"><div>FY: {{ row.financial_year or '-' }}</div><div>AY: {{ row.assessment_year or '-' }}</div><div>Period: {{ row.period_label or '-' }}</div></td>
           <td class="px-4 py-3 text-xs text-slate-600"><div>Current: <span class="font-medium text-slate-900">{{ row.current_due_date or '-' }}</span></div><div>Original: {{ row.original_due_date or '-' }}</div>{% if row.expiry_date %}<div>Expiry: {{ row.expiry_date }}</div>{% endif %}{% if row.due_date_source %}<div class="text-slate-500">{{ row.due_date_source|replace('_',' ')|title }}</div>{% endif %}</td>
           <td class="px-4 py-3 text-sm text-slate-700">{{ 'Assurance' if row.engagement_type == 'assurance' else 'Non-Assurance' }}</td>
           <td class="px-4 py-3 text-xs text-slate-600"><div>Partner: {{ row.assigned_partner.full_name if row.assigned_partner and row.assigned_partner.full_name else (row.assigned_partner.email if row.assigned_partner else '-') }}</div><div>Performing: {{ row.performing_partner.full_name if row.performing_partner and row.performing_partner.full_name else (row.performing_partner.email if row.performing_partner else (row.assigned_partner.full_name if row.assigned_partner and row.assigned_partner.full_name else (row.assigned_partner.email if row.assigned_partner else '-'))) }}</div><div>Manager: {{ row.assigned_manager.full_name if row.assigned_manager and row.assigned_manager.full_name else (row.assigned_manager.email if row.assigned_manager else '-') }}</div><div>Staff: {{ row.assigned_staff.full_name if row.assigned_staff and row.assigned_staff.full_name else (row.assigned_staff.email if row.assigned_staff else '-') }}</div><div>Review: {{ row.review_partner.full_name if row.review_partner and row.review_partner.full_name else (row.review_partner.email if row.review_partner else '-') }}</div></td>