Add multi-client bulk engagement setup
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A R R R Associates
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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-wrap items-start justify-between gap-3">
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<div>
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<h2 class="text-xl font-semibold text-slate-900">Bulk Engagement Setup</h2>
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<p class="text-sm text-slate-500">Choose one enabled firm service, assign the engagement team, and create the same engagement for multiple clients.</p>
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</div>
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<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">Back</a>
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</div>
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{% if error_message %}
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<div class="rounded-2xl border border-rose-200 bg-rose-50 p-4 text-sm font-medium text-rose-700">{{ error_message }}</div>
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{% endif %}
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<form method="post" action="/services/engagements/bulk-new" id="bulk-engagement-form" class="space-y-5">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<div class="grid gap-4 rounded-2xl bg-white p-5 shadow-soft md:grid-cols-2 xl:grid-cols-3">
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Financial Year</label>
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<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">
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</div>
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<div class="md:col-span-1 xl:col-span-2">
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<label class="mb-2 block text-sm font-medium text-slate-700">Enabled Firm Service</label>
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<select name="service_catalogue_id" id="bulk-service" required class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
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<option value="">Select service</option>
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{% for selection in enabled_services %}
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<option value="{{ selection.catalogue.id }}" data-type="{{ selection.catalogue.engagement_type or 'non_assurance' }}" data-recurrence="{{ selection.catalogue.recurrence_type or '' }}">
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{{ selection.catalogue.service_name }} ({{ selection.catalogue.service_code }})
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</option>
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{% endfor %}
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</select>
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<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>
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</div>
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Engagement Partner</label>
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<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">
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<option value="">Select partner</option>
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{% for u in partners %}<option value="{{ u.id }}" data-branch="{{ u.branch_id }}">{{ u.full_name or u.email }}</option>{% endfor %}
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</select>
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<p class="mt-1 text-xs text-slate-500">The engagement branch is derived automatically from the selected Partner’s branch.</p>
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</div>
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Default Manager</label>
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<select name="assigned_manager_user_id" id="bulk-manager" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
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<option value="">Not assigned</option>
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{% for u in managers %}<option value="{{ u.id }}" data-branch="{{ u.branch_id }}">{{ u.full_name or u.email }}</option>{% endfor %}
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</select>
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</div>
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<div>
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<label class="mb-2 block text-sm font-medium text-slate-700">Default Staff</label>
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<select name="assigned_staff_user_id" id="bulk-staff" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
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<option value="">Not assigned</option>
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{% for u in staff_users %}<option value="{{ u.id }}" data-branch="{{ u.branch_id }}">{{ u.full_name or u.email }}</option>{% endfor %}
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</select>
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</div>
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<div id="review-partner-field" class="hidden">
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<label class="mb-2 block text-sm font-medium text-slate-700">Review Partner</label>
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<select name="review_partner_user_id" id="bulk-review-partner" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
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<option value="">Use client default / Not assigned</option>
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{% for u in review_partners %}<option value="{{ u.id }}" data-branch="{{ u.branch_id }}">{{ u.full_name or u.email }}</option>{% endfor %}
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</select>
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<p class="mt-1 text-xs text-slate-500">Used only when the selected service is an assurance engagement and the firm setup requires a review partner.</p>
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</div>
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<div class="md:col-span-2 xl:col-span-3">
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<label class="mb-2 block text-sm font-medium text-slate-700">Remarks applied to all created engagements</label>
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<textarea name="remarks" rows="2" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm"></textarea>
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</div>
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</div>
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<div class="rounded-2xl bg-white shadow-soft">
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<div class="flex flex-wrap items-end justify-between gap-3 border-b border-slate-200 p-4">
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<div class="flex flex-wrap items-end gap-3">
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<div>
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<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Search clients</label>
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<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">
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</div>
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<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>
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</div>
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<div class="text-sm text-slate-600"><span id="selected-client-count" class="font-semibold text-slate-900">0</span> clients selected</div>
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</div>
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<div class="max-h-[32rem] overflow-auto">
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<table class="min-w-full divide-y divide-slate-200">
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<thead class="sticky top-0 z-10 bg-slate-50">
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<tr>
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<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>
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<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Code</th>
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<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Client</th>
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<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">PAN / GSTIN</th>
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<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Type</th>
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<th class="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Current Partner</th>
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</tr>
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</thead>
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<tbody id="client-table-body" class="divide-y divide-slate-100">
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{% for client in clients %}
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{% 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 %}
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<tr class="client-row" data-search="{{ search_text|e }}">
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<td class="px-4 py-3"><input type="checkbox" name="client_ids" value="{{ client.id }}" class="client-checkbox rounded border-slate-300"></td>
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<td class="px-4 py-3 text-sm font-medium text-slate-700">{{ client.client_code }}</td>
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<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>
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<td class="px-4 py-3 text-xs text-slate-600"><div>PAN: {{ client.pan or '-' }}</div><div>GSTIN: {{ client.gstin or '-' }}</div></td>
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<td class="px-4 py-3 text-sm text-slate-600">{{ client.client_type or '-' }}</td>
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<td class="px-4 py-3 text-xs text-slate-600">{{ client_partner_names.get(client.partner_id, '-') if client.partner_id else '-' }}</td>
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</tr>
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{% else %}
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<tr><td colspan="6" class="px-4 py-8 text-center text-sm text-slate-500">No clients are available for assignment.</td></tr>
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{% endfor %}
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</tbody>
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</table>
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</div>
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</div>
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<div class="flex flex-wrap items-center justify-between gap-3 rounded-2xl border border-slate-200 bg-white p-4 shadow-soft">
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<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>
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<div class="flex gap-3">
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<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>
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<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>
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</div>
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</div>
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</form>
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</div>
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<script>
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(function () {
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const form = document.getElementById('bulk-engagement-form');
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const service = document.getElementById('bulk-service');
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const info = document.getElementById('service-derived-info');
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const reviewField = document.getElementById('review-partner-field');
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const search = document.getElementById('client-search');
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const clear = document.getElementById('clear-client-search');
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const selectAll = document.getElementById('select-all-visible');
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const count = document.getElementById('selected-client-count');
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const rows = Array.from(document.querySelectorAll('.client-row'));
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const boxes = Array.from(document.querySelectorAll('.client-checkbox'));
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function updateServiceInfo() {
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const option = service.options[service.selectedIndex];
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const type = option ? (option.dataset.type || '') : '';
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const recurrence = option ? (option.dataset.recurrence || '') : '';
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const assurance = type.toLowerCase() === 'assurance';
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reviewField.classList.toggle('hidden', !assurance);
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info.textContent = option && option.value
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? `Type: ${assurance ? 'Assurance' : 'Non-Assurance'}${recurrence ? ' · Recurrence: ' + recurrence.replaceAll('_', ' ') : ''} · Due-date rule and workflow are taken from the service setup.`
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: 'Due-date rules, recurrence, assurance type, and task workflow are taken from the selected service setup.';
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}
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function updateVisibleRows() {
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const term = (search.value || '').trim().toLowerCase();
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rows.forEach(row => {
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row.classList.toggle('hidden', term && !row.dataset.search.includes(term));
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});
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updateSelectAllState();
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}
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function visibleBoxes() {
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return rows.filter(row => !row.classList.contains('hidden')).map(row => row.querySelector('.client-checkbox'));
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}
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function updateCount() {
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count.textContent = String(boxes.filter(box => box.checked).length);
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updateSelectAllState();
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}
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function updateSelectAllState() {
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const visible = visibleBoxes();
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const checked = visible.filter(box => box.checked).length;
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selectAll.checked = visible.length > 0 && checked === visible.length;
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selectAll.indeterminate = checked > 0 && checked < visible.length;
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}
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service.addEventListener('change', updateServiceInfo);
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search.addEventListener('input', updateVisibleRows);
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clear.addEventListener('click', () => { search.value = ''; updateVisibleRows(); search.focus(); });
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selectAll.addEventListener('change', () => { visibleBoxes().forEach(box => { box.checked = selectAll.checked; }); updateCount(); });
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boxes.forEach(box => box.addEventListener('change', updateCount));
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form.addEventListener('submit', event => {
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const selected = boxes.filter(box => box.checked).length;
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if (!selected) {
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event.preventDefault();
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alert('Select at least one client.');
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return;
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}
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if (!confirm(`Create engagements for ${selected} selected client${selected === 1 ? '' : 's'}?`)) {
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event.preventDefault();
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}
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});
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updateServiceInfo();
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updateCount();
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})();
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</script>
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{% endblock %}
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@@ -13,12 +13,21 @@
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</div>
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{% if can_manage %}
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<div class="flex flex-wrap gap-2">
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<a href="/services/engagements/bulk-new" class="rounded-xl border border-brand-300 px-4 py-2 text-sm font-medium text-brand-700 hover:bg-brand-50">Bulk Engagement Setup</a>
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<a href="/services/bulk-imports" class="rounded-xl border border-emerald-300 px-4 py-2 text-sm font-medium text-emerald-700 hover:bg-emerald-50">Bulk Assign by Excel</a>
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<a href="/services/engagements/new" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700">Assign Service</a>
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</div>
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{% endif %}
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</div>
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{% if bulk_created_count or bulk_existing_count or bulk_skipped_count %}
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<div class="rounded-2xl border border-slate-200 bg-white p-4 text-sm shadow-soft">
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{% if bulk_created_count %}<span class="font-medium text-emerald-700">{{ bulk_created_count }} engagement{{ 's' if bulk_created_count != 1 else '' }} created.</span>{% endif %}
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{% if bulk_existing_count %}<span class="ml-2 font-medium text-amber-700">{{ bulk_existing_count }} already existed and were preserved.</span>{% endif %}
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{% if bulk_skipped_count %}<span class="ml-2 font-medium text-slate-600">{{ bulk_skipped_count }} skipped because they were unavailable or not permitted.</span>{% endif %}
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</div>
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{% endif %}
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{% if locked_count or skipped_count %}
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<div class="rounded-2xl border border-slate-200 bg-white p-4 text-sm shadow-soft">
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{% if locked_count %}<span class="font-medium text-emerald-700">{{ locked_count }} engagement{{ 's' if locked_count != 1 else '' }} locked.</span>{% endif %}
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