{% set is_edit = row is defined and row %}

Basic Profile

{# Legacy client_category is retained as a hidden compatibility value. Service selection belongs to the engagement workflow. #}
{# Client master is intentionally free of AQMM controls. AQMM/quality workflow now starts only at assurance engagement creation. Hidden compatibility fields prevent older backend handlers from failing if Phase 2 client acceptance columns still exist in the database. #}

Client Group / Family

Link this client to an existing family, promoter or related business group. Consultant access remains client-specific.

Assignment & Scope

{% if form_mode == 'firm_admin' %} {# Firm Admin is always scoped by the active tenant in the shared header. #}
{% elif form_mode == 'system_admin' %}
{% elif form_mode == 'partner' %}
Partner assignment is locked to your own user.
{% elif form_mode == 'consultant' %}
Consultant users cannot assign or reassign partner mappings.
{% elif form_mode == 'self_service' %}
This client is currently unassigned. Initial association to firm, branch, and partner must be done by System Admin.
{% endif %}

Consultant Referral & Communication

Referral records who introduced the client. Primary consultant controls the operational client link.

Used automatically for assurance engagements only when the audit firm is a partnership firm.

Client Frontend Login

{% if is_edit and row.portal_user_id %} Linked portal user already exists. Leave password blank to keep the current password, or enter a new password to reset it. {% elif is_edit %} This existing client does not yet have a linked login. Enter email and password below to create the client login now. {% else %} Creating a client will also create a frontend login using the client email and password below. {% endif %}
{% if is_edit and row.portal_user_id %}
Portal user id linked: {{ row.portal_user_id }}
{% endif %}
{% if is_edit %}

Compliance Applicability

{% else %}
Services and AQMM requirements are configured at engagement level

Create the client master first. After creation, assign one or more firm-enabled services through an engagement. The existing Assurance / Non-Assurance classification will continue to activate the applicable acceptance, independence, conflict, engagement-letter and other AQMM requirements.

{% endif %}