A R R R Associates
67 lines
7.2 KiB
HTML
67 lines
7.2 KiB
HTML
{% extends "ui/templates/base/layout.html" %}
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{% block content %}
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<div class="mx-auto max-w-4xl rounded-2xl bg-white p-6 shadow-soft">
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<div class="flex items-center justify-between">
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<div>
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<h2 class="text-xl font-semibold text-slate-900">{% if mode == 'edit' %}Edit Engagement{% else %}Assign Service to Client{% endif %}</h2>
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<p class="text-sm text-slate-500">Engagements are maintained financial-year wise. Review partner is used only for assurance engagements of partnership audit firms.</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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<form method="post" class="mt-6 grid gap-5 md:grid-cols-2">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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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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{% if mode == 'edit' %}
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<div class="rounded-xl border border-slate-200 bg-slate-50 px-4 py-2 text-sm text-slate-700">{{ subscription.financial_year }}</div>
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{% else %}
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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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{% endif %}
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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">Client</label>
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{% if mode == 'edit' %}
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<div class="rounded-xl border border-slate-200 bg-slate-50 px-4 py-2 text-sm text-slate-700">{{ subscription.client.client_name if subscription and subscription.client else '-' }}</div>
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{% else %}
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<select name="client_id" required class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
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<option value="">Select client</option>
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{% for client in clients %}<option value="{{ client.id }}" {% if selected_client_id and client.id == selected_client_id %}selected{% endif %}>{{ client.client_name }} ({{ client.client_code }})</option>{% endfor %}
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</select>
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{% endif %}
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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">Enabled Service</label>
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{% if mode == 'edit' %}
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<div class="rounded-xl border border-slate-200 bg-slate-50 px-4 py-2 text-sm text-slate-700">
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{{ subscription.catalogue.service_name if subscription and subscription.catalogue else '-' }} · {{ 'Assurance' if subscription and subscription.engagement_type == 'assurance' else 'Non-Assurance' }}
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</div>
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{% else %}
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<select name="service_catalogue_id" 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 }}">{{ selection.catalogue.service_name }} ({{ selection.catalogue.service_code }}) - {{ 'Assurance' if selection.catalogue.engagement_type == 'assurance' else 'Non-Assurance' }}</option>
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{% endfor %}
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</select>
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{% endif %}
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</div>
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<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>
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<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>
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<div><label class="mb-2 block text-sm font-medium text-slate-700">Assigned Staff</label><select name="assigned_staff_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_staff_user_id == u.id %}selected{% endif %}>{{ u.full_name or u.email }}</option>{% endfor %}</select></div>
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<div><label class="mb-2 block text-sm font-medium text-slate-700">Review Partner</label><select name="review_partner_user_id" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm"><option value="">Use client default / Not required</option>{% for u in review_partners or [] %}<option value="{{ u.id }}" {% if subscription and subscription.review_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">Saved only for assurance engagements of partnership audit firms.</p></div>
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<div><label class="mb-2 block text-sm font-medium text-slate-700">Status</label><select name="status" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">{% for value, label in subscription_statuses %}<option value="{{ value }}" {% if subscription and subscription.status == value %}selected{% elif not subscription and value == 'active' %}selected{% endif %}>{{ label }}</option>{% endfor %}</select></div>
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<div><label class="mb-2 block text-sm font-medium text-slate-700">Start Date</label><input type="date" name="start_date" value="{{ subscription.start_date if subscription and subscription.start_date else '' }}" 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">End Date</label><input type="date" name="end_date" value="{{ subscription.end_date if subscription and subscription.end_date else '' }}" 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">Expiry Date</label><input type="date" name="expiry_date" value="{{ subscription.expiry_date if subscription and subscription.expiry_date else '' }}" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm"><p class="mt-1 text-xs text-slate-500">Use for renewal-before-expiry services like DSC/FSSAI. Current due date is calculated from the service due-date rule.</p></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_active" {% if not subscription or subscription.is_active %}checked{% endif %}> 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">Remarks</label><textarea name="remarks" rows="4" class="w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">{{ subscription.remarks if subscription and subscription.remarks else '' }}</textarea></div>
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<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>
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</form>
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</div>
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{% endblock %}
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