A R R R Associates
375 lines
16 KiB
HTML
375 lines
16 KiB
HTML
{% extends "ui/templates/base/layout.html" %}
|
||
{% block content %}
|
||
<div class="space-y-6">
|
||
{% set _uiux_partner_role_text = (current_user_roles or [])|join('|')|lower %}
|
||
{% if 'partner' in _uiux_partner_role_text %}
|
||
{% include "ui/templates/components/partner_navigation_v2.html" %}
|
||
{% endif %}
|
||
|
||
<div class="flex flex-wrap items-start justify-between gap-3">
|
||
<div>
|
||
<h1 class="text-2xl font-semibold text-slate-900">Bulk Registration Addition</h1>
|
||
<p class="text-sm text-slate-500">
|
||
Add the same registration type to multiple clients while entering each client’s unique registration number.
|
||
</p>
|
||
</div>
|
||
<a href="/registrations"
|
||
class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">
|
||
Registrations Dashboard
|
||
</a>
|
||
</div>
|
||
|
||
{% if created or skipped or invalid %}
|
||
<div class="grid gap-3 sm:grid-cols-3">
|
||
<div class="rounded-2xl bg-white p-4 shadow-soft">
|
||
<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Created</div>
|
||
<div class="mt-1 text-2xl font-semibold text-emerald-700">{{ created }}</div>
|
||
</div>
|
||
<div class="rounded-2xl bg-white p-4 shadow-soft">
|
||
<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Duplicates Skipped</div>
|
||
<div class="mt-1 text-2xl font-semibold text-amber-700">{{ skipped }}</div>
|
||
</div>
|
||
<div class="rounded-2xl bg-white p-4 shadow-soft">
|
||
<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Invalid / Missing</div>
|
||
<div class="mt-1 text-2xl font-semibold text-rose-700">{{ invalid }}</div>
|
||
</div>
|
||
</div>
|
||
{% endif %}
|
||
|
||
<form method="post" action="/registrations/bulk" id="bulk-registration-form" class="space-y-5">
|
||
<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
|
||
|
||
<section class="rounded-2xl bg-white p-5 shadow-soft">
|
||
<h2 class="text-base font-semibold text-slate-900">Common Registration Settings</h2>
|
||
<div class="mt-4 grid gap-4 md:grid-cols-2 xl:grid-cols-3">
|
||
<div>
|
||
<label class="mb-1 block text-sm font-medium text-slate-700">Registration Type *</label>
|
||
<select name="registration_type_id" required
|
||
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
|
||
<option value="">Select registration type</option>
|
||
{% for row in types %}
|
||
<option value="{{ row.id }}">{{ row.name }} ({{ row.code }})</option>
|
||
{% endfor %}
|
||
</select>
|
||
</div>
|
||
|
||
<div>
|
||
<label class="mb-1 block text-sm font-medium text-slate-700">Default Scope</label>
|
||
<select name="default_scope"
|
||
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
|
||
<option value="client">Client / Entity</option>
|
||
<option value="primary_business">Primary Business Unit</option>
|
||
<option value="primary_branch">Primary Client Branch</option>
|
||
</select>
|
||
<p class="mt-1 text-xs text-slate-500">
|
||
Per-client Business Unit and Branch selections in the table override this default.
|
||
</p>
|
||
</div>
|
||
|
||
<div>
|
||
<label class="mb-1 block text-sm font-medium text-slate-700">Lifecycle Rule</label>
|
||
<select name="lifecycle_rule_id"
|
||
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
|
||
<option value="">Automatic rule</option>
|
||
{% for rule, registration_type in rules %}
|
||
<option value="{{ rule.id }}">
|
||
{{ registration_type.name }} — {{ rule.cycle_type|replace('_', ' ')|title }}
|
||
</option>
|
||
{% endfor %}
|
||
</select>
|
||
</div>
|
||
|
||
<div>
|
||
<label class="mb-1 block text-sm font-medium text-slate-700">Issue Date</label>
|
||
<input type="date" name="issue_date"
|
||
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
|
||
</div>
|
||
|
||
<div>
|
||
<label class="mb-1 block text-sm font-medium text-slate-700">Effective From</label>
|
||
<input type="date" name="effective_from"
|
||
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
|
||
</div>
|
||
|
||
<div>
|
||
<label class="mb-1 block text-sm font-medium text-slate-700">Valid Until</label>
|
||
<input type="date" name="valid_until"
|
||
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
|
||
</div>
|
||
|
||
<div>
|
||
<label class="mb-1 block text-sm font-medium text-slate-700">Next Update / Confirmation</label>
|
||
<input type="date" name="next_action_date"
|
||
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
|
||
</div>
|
||
|
||
<div>
|
||
<label class="mb-1 block text-sm font-medium text-slate-700">Jurisdiction</label>
|
||
<input name="jurisdiction"
|
||
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
|
||
</div>
|
||
|
||
<div>
|
||
<label class="mb-1 block text-sm font-medium text-slate-700">State Code</label>
|
||
<input name="state_code" maxlength="10"
|
||
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
|
||
</div>
|
||
|
||
<div>
|
||
<label class="mb-1 block text-sm font-medium text-slate-700">Responsible Party</label>
|
||
<select name="responsible_party"
|
||
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
|
||
<option value="firm">Firm</option>
|
||
<option value="client">Client</option>
|
||
<option value="consultant">Consultant</option>
|
||
</select>
|
||
</div>
|
||
|
||
<div>
|
||
<label class="mb-1 block text-sm font-medium text-slate-700">Assigned Consultant</label>
|
||
<select name="assigned_consultant_id"
|
||
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
|
||
<option value="">No consultant</option>
|
||
{% for row in consultants %}
|
||
<option value="{{ row.id }}">
|
||
{{ row.display_name or row.name or ('Consultant #' ~ row.id) }}
|
||
</option>
|
||
{% endfor %}
|
||
</select>
|
||
</div>
|
||
|
||
<div class="flex items-end">
|
||
<label class="inline-flex items-center gap-2 pb-2 text-sm text-slate-700">
|
||
<input type="checkbox" name="auto_create_task" checked
|
||
class="rounded border-slate-300">
|
||
Auto-create renewal work
|
||
</label>
|
||
</div>
|
||
|
||
<div class="md:col-span-2 xl:col-span-3">
|
||
<label class="mb-1 block text-sm font-medium text-slate-700">Common Notes</label>
|
||
<textarea name="notes" rows="2"
|
||
class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm"></textarea>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<section class="rounded-2xl bg-white shadow-soft">
|
||
<div class="flex flex-wrap items-end justify-between gap-3 border-b border-slate-200 p-4">
|
||
<div class="flex flex-wrap items-end gap-3">
|
||
<div>
|
||
<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">
|
||
Search Clients
|
||
</label>
|
||
<input type="search" id="client-search"
|
||
placeholder="Code, client name, PAN, GSTIN or trade name"
|
||
class="w-96 max-w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
|
||
</div>
|
||
<button type="button" id="clear-search"
|
||
class="rounded-xl border border-slate-300 px-4 py-2 text-sm text-slate-700">
|
||
Clear
|
||
</button>
|
||
</div>
|
||
<div class="text-sm text-slate-600">
|
||
<span id="selected-count" class="font-semibold text-slate-900">0</span> clients selected
|
||
</div>
|
||
</div>
|
||
|
||
<div class="max-h-[36rem] overflow-auto">
|
||
<table class="min-w-[1500px] divide-y divide-slate-200">
|
||
<thead class="sticky top-0 z-10 bg-slate-50">
|
||
<tr>
|
||
<th class="w-12 px-3 py-3 text-left">
|
||
<input type="checkbox" id="select-all-visible" class="rounded border-slate-300">
|
||
</th>
|
||
<th class="px-3 py-3 text-left text-xs font-semibold uppercase text-slate-500">Client</th>
|
||
<th class="px-3 py-3 text-left text-xs font-semibold uppercase text-slate-500">PAN / Existing GSTIN</th>
|
||
<th class="px-3 py-3 text-left text-xs font-semibold uppercase text-slate-500">Registration Number *</th>
|
||
<th class="px-3 py-3 text-left text-xs font-semibold uppercase text-slate-500">Business Unit</th>
|
||
<th class="px-3 py-3 text-left text-xs font-semibold uppercase text-slate-500">Client Branch</th>
|
||
<th class="px-3 py-3 text-left text-xs font-semibold uppercase text-slate-500">Legal Name</th>
|
||
<th class="px-3 py-3 text-left text-xs font-semibold uppercase text-slate-500">Trade / Unit Name</th>
|
||
<th class="px-3 py-3 text-left text-xs font-semibold uppercase text-slate-500">State</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-slate-100">
|
||
{% for client in clients %}
|
||
{% set client_businesses = businesses_by_client.get(client.id, []) %}
|
||
{% set client_branches = branches_by_client.get(client.id, []) %}
|
||
<tr class="client-row align-top"
|
||
data-search="{{ ((client.client_code or '') ~ ' ' ~ (client.client_name or '') ~ ' ' ~ (client.pan or '') ~ ' ' ~ (gstins_by_client.get(client.id, [])|join(' ')) ~ ' ' ~ (client.trade_name or ''))|lower|e }}">
|
||
<td class="px-3 py-3">
|
||
<input type="checkbox" name="client_ids" value="{{ client.id }}"
|
||
class="client-checkbox rounded border-slate-300">
|
||
</td>
|
||
<td class="px-3 py-3 text-sm">
|
||
<div class="font-medium text-slate-900">{{ client.client_name }}</div>
|
||
<div class="text-xs text-slate-500">{{ client.client_code or '' }}</div>
|
||
</td>
|
||
<td class="px-3 py-3 text-xs text-slate-600">
|
||
<div>PAN: {{ client.pan or '-' }}</div>
|
||
{% set existing_gstins = gstins_by_client.get(client.id, []) %}
|
||
<div>GSTIN: {{ existing_gstins|join(', ') if existing_gstins else '-' }}</div>
|
||
</td>
|
||
<td class="px-3 py-3">
|
||
<input name="registration_number_{{ client.id }}"
|
||
placeholder="Unique number"
|
||
class="w-48 rounded-lg border border-slate-300 px-2 py-1.5 text-sm uppercase">
|
||
</td>
|
||
<td class="px-3 py-3">
|
||
<select name="business_unit_id_{{ client.id }}"
|
||
class="business-select w-52 rounded-lg border border-slate-300 px-2 py-1.5 text-sm"
|
||
data-client="{{ client.id }}">
|
||
<option value="">Use default / Client level</option>
|
||
{% for row in client_businesses %}
|
||
<option value="{{ row.id }}">{{ row.business_name }}</option>
|
||
{% endfor %}
|
||
</select>
|
||
</td>
|
||
<td class="px-3 py-3">
|
||
<select name="client_branch_id_{{ client.id }}"
|
||
class="branch-select w-52 rounded-lg border border-slate-300 px-2 py-1.5 text-sm"
|
||
data-client="{{ client.id }}">
|
||
<option value="">Use default / No branch</option>
|
||
{% for row in client_branches %}
|
||
<option value="{{ row.id }}" data-business="{{ row.business_unit_id }}">
|
||
{{ row.branch_name }}
|
||
</option>
|
||
{% endfor %}
|
||
</select>
|
||
</td>
|
||
<td class="px-3 py-3">
|
||
<input name="legal_name_{{ client.id }}"
|
||
value="{{ client.client_name or '' }}"
|
||
class="w-52 rounded-lg border border-slate-300 px-2 py-1.5 text-sm">
|
||
</td>
|
||
<td class="px-3 py-3">
|
||
<input name="trade_name_{{ client.id }}"
|
||
value="{{ client.trade_name or '' }}"
|
||
class="w-52 rounded-lg border border-slate-300 px-2 py-1.5 text-sm">
|
||
</td>
|
||
<td class="px-3 py-3">
|
||
<input name="state_{{ client.id }}"
|
||
value="{{ client.state or '' }}"
|
||
class="w-40 rounded-lg border border-slate-300 px-2 py-1.5 text-sm">
|
||
</td>
|
||
</tr>
|
||
{% else %}
|
||
<tr>
|
||
<td colspan="9" class="px-4 py-8 text-center text-sm text-slate-500">
|
||
No active clients are available in the current Firm Branch.
|
||
</td>
|
||
</tr>
|
||
{% endfor %}
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<div class="flex flex-wrap items-center justify-between gap-3 rounded-2xl bg-white p-4 shadow-soft">
|
||
<p class="text-sm text-slate-600">
|
||
Rows without a registration number are treated as invalid. Existing registration numbers are skipped without changing their records.
|
||
</p>
|
||
<div class="flex gap-3">
|
||
<a href="/registrations"
|
||
class="rounded-xl border border-slate-300 px-4 py-2 text-sm text-slate-700">
|
||
Cancel
|
||
</a>
|
||
<button type="submit"
|
||
class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700">
|
||
Add Registrations
|
||
</button>
|
||
</div>
|
||
</div>
|
||
</form>
|
||
</div>
|
||
|
||
<script>
|
||
(function () {
|
||
const form = document.getElementById('bulk-registration-form');
|
||
const search = document.getElementById('client-search');
|
||
const clear = document.getElementById('clear-search');
|
||
const rows = Array.from(document.querySelectorAll('.client-row'));
|
||
const boxes = Array.from(document.querySelectorAll('.client-checkbox'));
|
||
const selectAll = document.getElementById('select-all-visible');
|
||
const count = document.getElementById('selected-count');
|
||
|
||
function visibleRows() {
|
||
return rows.filter(row => !row.classList.contains('hidden'));
|
||
}
|
||
|
||
function refreshCount() {
|
||
count.textContent = String(boxes.filter(box => box.checked).length);
|
||
const visibleBoxes = visibleRows().map(row => row.querySelector('.client-checkbox'));
|
||
const checkedVisible = visibleBoxes.filter(box => box.checked).length;
|
||
selectAll.checked = visibleBoxes.length > 0 && checkedVisible === visibleBoxes.length;
|
||
selectAll.indeterminate = checkedVisible > 0 && checkedVisible < visibleBoxes.length;
|
||
}
|
||
|
||
function filterRows() {
|
||
const term = search.value.trim().toLowerCase();
|
||
rows.forEach(row => {
|
||
row.classList.toggle('hidden', term && !row.dataset.search.includes(term));
|
||
});
|
||
refreshCount();
|
||
}
|
||
|
||
search.addEventListener('input', filterRows);
|
||
clear.addEventListener('click', function () {
|
||
search.value = '';
|
||
filterRows();
|
||
search.focus();
|
||
});
|
||
|
||
boxes.forEach(box => box.addEventListener('change', refreshCount));
|
||
|
||
selectAll.addEventListener('change', function () {
|
||
visibleRows().forEach(row => {
|
||
row.querySelector('.client-checkbox').checked = selectAll.checked;
|
||
});
|
||
refreshCount();
|
||
});
|
||
|
||
document.querySelectorAll('.branch-select').forEach(branchSelect => {
|
||
branchSelect.addEventListener('change', function () {
|
||
const selected = branchSelect.options[branchSelect.selectedIndex];
|
||
const businessId = selected ? selected.dataset.business : '';
|
||
if (!businessId) return;
|
||
const businessSelect = document.querySelector(
|
||
`.business-select[data-client="${branchSelect.dataset.client}"]`
|
||
);
|
||
if (businessSelect) businessSelect.value = businessId;
|
||
});
|
||
});
|
||
|
||
form.addEventListener('submit', function (event) {
|
||
const selected = boxes.filter(box => box.checked);
|
||
if (!selected.length) {
|
||
event.preventDefault();
|
||
alert('Select at least one client.');
|
||
return;
|
||
}
|
||
|
||
const missing = selected.filter(box => {
|
||
const number = document.querySelector(
|
||
`[name="registration_number_${box.value}"]`
|
||
);
|
||
return !number || !number.value.trim();
|
||
});
|
||
|
||
if (missing.length) {
|
||
event.preventDefault();
|
||
alert('Enter the registration number for every selected client.');
|
||
return;
|
||
}
|
||
|
||
if (!confirm(`Add registrations for ${selected.length} selected client${selected.length === 1 ? '' : 's'}?`)) {
|
||
event.preventDefault();
|
||
}
|
||
});
|
||
|
||
refreshCount();
|
||
})();
|
||
</script>
|
||
{% endblock %}
|