{% extends "ui/templates/base/layout.html" %} {% block content %}

{{ row.client_name }}

{{ row.client_code }} • {{ row.client_type }} • {{ row.status|title }}

{% if can_edit %} Edit {% endif %} {% if can_activate and row.status != 'active' and row.status != 'archived' %}
{% endif %} {% if can_deactivate and row.status == 'active' %}
{% endif %} {% if can_archive and row.status != 'archived' %}
{% endif %} {% if can_restore and row.status == 'archived' %}
{% endif %}
{% if form_errors %}
{% for err in form_errors %}
{{ err }}
{% endfor %}
{% endif %}

Profile

{% for label, value in [ ('Trade Name', row.trade_name), ('PAN', row.pan), ('GSTIN', row.gstin), ('TAN', row.tan), ('Contact Person', row.contact_person_name), ('Designation', row.contact_person_designation), ('Mobile', row.mobile), ('Email', row.email) ] %}
{{ label }}
{{ value or '-' }}
{% endfor %}
{% set acc_status = row.acceptance_status or 'pending_review' %}

Client Acceptance Controls

Embedded AQMM / peer-review evidence for acceptance, independence, conflict, KYC and engagement letter controls.

{{ acc_status.replace('_',' ').title() }}
{% for label, ok in [ ('Acceptance Required', row.acceptance_required), ('Independence Check', row.independence_check_completed), ('Conflict Check', row.conflict_check_completed), ('KYC Completed', row.kyc_completed), ('Engagement Letter Required', row.engagement_letter_required), ('Engagement Letter Received', row.engagement_letter_received) ] %}
{{ label }}
{{ 'Yes' if ok else 'No' }}
{% endfor %}
Approved By
{{ row.acceptance_approved_by_user_id or '-' }}
Approved At
{{ row.acceptance_approved_at_utc or '-' }}
{% if row.acceptance_review_notes %}
Review Notes
{{ row.acceptance_review_notes }}
{% endif %} {% if row.acceptance_rejection_reason %}
Rejection / Remediation Notes
{{ row.acceptance_rejection_reason }}
{% endif %} {% if can_approve_acceptance or can_manage_acceptance %}
{% if can_approve_acceptance %}
{% endif %} {% if can_manage_acceptance %}
{% endif %}
{% endif %}

Association

Type: {{ row.association_type or 'legacy_firm' }}
Source: {{ row.assoc_created_source or 'legacy' }}
Audit Firm: {{ row.assoc_firm_tenant_id or row.tenant_id or '-' }}
Branch: {{ row.branch_id or '-' }}
Partner: {{ row.assoc_partner_user_id or row.partner_id or '-' }}
Default Review Partner: {{ row.default_review_partner_user_id or '-' }}
Consultant: {{ row.assoc_consultant_id or '-' }}
{% endblock %}