Add engagement closure checklist workflow

app/modules/services/engagements_ui.py

@@ -10,7 +10,13 @@ from app.core.security.session_auth import get_current_user
 from app.core.templating import templates
 from app.modules.services.models import ClientServiceSubscription, ClientServiceTaskInstance
 from app.modules.services.due_dates import apply_due_date_rule_to_subscription
-from app.modules.services.execution import aqmm_task_summary_for_subscription
+from app.modules.services.execution import (
+    aqmm_task_summary_for_subscription,
+    update_engagement_closure_from_sources,
+    save_engagement_closure_confirmations,
+    approve_engagement_closure,
+    reopen_engagement_closure,
+)
 from app.modules.clients.models import Client
 from app.modules.services.client_services import (
     SUBSCRIPTION_STATUSES,
@@ -400,6 +406,7 @@ def subscription_detail(request: Request, subscription_id: int):
         kyc_verification = get_latest_engagement_kyc_verification(db, subscription_id=row.id)
         engagement_letter = get_current_engagement_letter(db, subscription_id=row.id)
         aqmm_task_summary = aqmm_task_summary_for_subscription(db, subscription_id=row.id)
+        closure_checklist, closure_summary = update_engagement_closure_from_sources(db, subscription=row, actor_user_id=user.id)
 
         tasks = db.execute(
             select(ClientServiceTaskInstance)
@@ -420,6 +427,8 @@ def subscription_detail(request: Request, subscription_id: int):
             kyc_verification=kyc_verification,
             engagement_letter=engagement_letter,
             aqmm_task_summary=aqmm_task_summary,
+            closure_checklist=closure_checklist,
+            closure_summary=closure_summary,
             can_manage=_can_manage_client_services(db, user),
         )
     finally:
@@ -578,6 +587,122 @@ def subscription_aqmm_approve(request: Request, subscription_id: int, csrf_token
         db.close()
 
 
+@router.post("/{subscription_id}/closure/sync")
+def subscription_closure_sync(request: Request, subscription_id: int, csrf_token: str = Form(...)):
+    validate_csrf(request, csrf_token)
+    db = CommonSessionLocal()
+    try:
+        user = get_current_user(request, db=db)
+        if not user:
+            return RedirectResponse(url="/login", status_code=303)
+        try:
+            require_permission(db, user, "clients.view")
+        except Exception:
+            return _redirect_denied()
+        tenant_id = _active_tenant_id(request, user)
+        row = get_subscription(db, subscription_id=subscription_id, tenant_id=tenant_id)
+        if row:
+            update_engagement_closure_from_sources(db, subscription=row, actor_user_id=user.id)
+            db.commit()
+        return RedirectResponse(url=f"/services/engagements/{subscription_id}", status_code=303)
+    finally:
+        db.close()
+
+
+@router.post("/{subscription_id}/closure/update")
+def subscription_closure_update(
+    request: Request,
+    subscription_id: int,
+    deliverables_sent_to_client: str | None = Form(None),
+    billing_reviewed: str | None = Form(None),
+    open_points_closed: str | None = Form(None),
+    client_communication_completed: str | None = Form(None),
+    closure_note: str = Form(""),
+    csrf_token: str = Form(...),
+):
+    validate_csrf(request, csrf_token)
+    db = CommonSessionLocal()
+    try:
+        user = get_current_user(request, db=db)
+        if not user:
+            return RedirectResponse(url="/login", status_code=303)
+        try:
+            require_permission(db, user, "clients.edit")
+        except Exception:
+            return _redirect_denied()
+        tenant_id = _active_tenant_id(request, user)
+        row = get_subscription(db, subscription_id=subscription_id, tenant_id=tenant_id)
+        if row:
+            try:
+                save_engagement_closure_confirmations(
+                    db,
+                    subscription=row,
+                    deliverables_sent_to_client=deliverables_sent_to_client is not None,
+                    billing_reviewed=billing_reviewed is not None,
+                    open_points_closed=open_points_closed is not None,
+                    client_communication_completed=client_communication_completed is not None,
+                    closure_note=closure_note,
+                    actor_user_id=user.id,
+                )
+                db.commit()
+            except ValueError:
+                db.rollback()
+        return RedirectResponse(url=f"/services/engagements/{subscription_id}", status_code=303)
+    finally:
+        db.close()
+
+
+@router.post("/{subscription_id}/closure/approve")
+def subscription_closure_approve(request: Request, subscription_id: int, csrf_token: str = Form(...)):
+    validate_csrf(request, csrf_token)
+    db = CommonSessionLocal()
+    try:
+        user = get_current_user(request, db=db)
+        if not user:
+            return RedirectResponse(url="/login", status_code=303)
+        if not _can_lock_engagements(db, user):
+            return _redirect_denied()
+        tenant_id = _active_tenant_id(request, user)
+        row = get_subscription(db, subscription_id=subscription_id, tenant_id=tenant_id)
+        if row:
+            try:
+                approve_engagement_closure(db, subscription=row, actor_user_id=user.id)
+                db.commit()
+            except ValueError:
+                db.rollback()
+        return RedirectResponse(url=f"/services/engagements/{subscription_id}", status_code=303)
+    finally:
+        db.close()
+
+
+@router.post("/{subscription_id}/closure/reopen")
+def subscription_closure_reopen(
+    request: Request,
+    subscription_id: int,
+    reason: str = Form(""),
+    csrf_token: str = Form(...),
+):
+    validate_csrf(request, csrf_token)
+    db = CommonSessionLocal()
+    try:
+        user = get_current_user(request, db=db)
+        if not user:
+            return RedirectResponse(url="/login", status_code=303)
+        if not _can_lock_engagements(db, user):
+            return _redirect_denied()
+        tenant_id = _active_tenant_id(request, user)
+        row = get_subscription(db, subscription_id=subscription_id, tenant_id=tenant_id)
+        if row:
+            try:
+                reopen_engagement_closure(db, subscription=row, reason=reason, actor_user_id=user.id)
+                db.commit()
+            except ValueError:
+                db.rollback()
+        return RedirectResponse(url=f"/services/engagements/{subscription_id}", status_code=303)
+    finally:
+        db.close()
+
+
 @router.get("/{subscription_id}/edit")
 def subscription_edit_page(request: Request, subscription_id: int):
     db = CommonSessionLocal()