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

{{ row.client_name }}

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

{% if can_edit %} Business Structure Registrations Portal Identity 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 %}
Client Group
{% if client_group %}
{{ client_group.group_code }} · {{ row.group_relationship or client_group.group_type }}{% if row.is_group_head %} · Group Head{% endif %}
{% else %}
Not linked to a group.
{% 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 %}

Client Onboarding & Permanent Documents

Client-master onboarding is limited to legal/KYC records and permanent documents. Engagement-specific AQMM formalities are managed from each engagement according to its existing Assurance / Non-Assurance classification.

{{ permanent_document_count }} permanent document{{ '' if permanent_document_count == 1 else 's' }}

Permanent KYC Documents

Upload PAN, registration/constitution records, authorised-person KYC, bank proof and other standing documents. The checklist adapts to the client’s legal constitution.

Open Onboarding Documents

AQMM at Engagement Level

Create or open an engagement to complete the applicable acceptance, independence, conflict, engagement-letter, evidence, review and closure requirements. The existing engagement classification remains the single source of truth.

Assign Service / Create Engagement

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 Performing Partner: {{ row.default_performing_partner_user_id or row.partner_id or '-' }}
Default Review Partner: {{ row.default_review_partner_user_id or '-' }}
Referred by: {{ consultant_summary.referred_by.contact_person if consultant_summary and consultant_summary.referred_by else 'Direct / Not recorded' }}
Primary consultant: {{ consultant_summary.primary.contact_person if consultant_summary and consultant_summary.primary else 'Firm managed' }}
Communication: {{ (row.communication_routing_mode or 'client_and_consultant')|replace('_', ' ')|title }}
Referral status: {{ (row.referral_status or 'active')|title }}
{% endblock %}