{# 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.
{% 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.
Defaults the Partner who directly performs or supervises the engagement. When blank, the Engagement Partner is used.
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.