{% if partner_client_view %}
{{ rows|length }} clients Assigned and review-access clients only
{% for row in rows %} {% set row_status = (row.status or 'inactive')|lower %} {% set row_group = (row.client_group_name or '')|lower %} {% else %} {% endfor %}
Code Client Group Branch Status
{{ row.client_code }}
{{ row.client_name }}
{{ row.pan or row.gstin or '-' }}
{% if row.client_group_name %} {{ row.client_group_name }}
{{ row.group_relationship or row.client_group_code }}
{% else %}-{% endif %}
{{ row.branch_name or row.assoc_firm_branch_id or row.branch_id or '-' }} {% if row_status == 'active' %}Active {% elif row_status == 'archived' %}Archived {% else %}Inactive{% endif %} Open
No clients found.
{% elif firm_admin_client_view %}
{{ rows|length }} clients Firm client administration
{% for row in rows %} {% set row_status = (row.status or 'inactive')|lower %}{% set row_group = (row.client_group_name or '')|lower %}{% set row_partner = (row.partner_name or '')|lower %}{% set row_branch = (row.branch_name or '')|lower %} {% else %}{% endfor %}
Code Client Group Partner Branch Status
{{ row.client_code }}
{{ row.client_name }}
{{ row.pan or row.gstin or '-' }}
{% if row.client_group_name %}{{ row.client_group_name }}
{{ row.group_relationship or row.client_group_code }}
{% else %}-{% endif %}
{{ row.partner_name or row.effective_partner_id or '-' }} {{ row.branch_name or row.assoc_firm_branch_id or row.branch_id or '-' }} {% if row_status == 'active' %}Active{% elif row_status == 'archived' %}Archived{% else %}Inactive{% endif %} Open
No clients found.
{% else %}
{% for row in rows %} {% else %}{% endfor %}
Code Client Group Association Partner Branch Status
{{ row.client_code }}
{{ row.client_name }}
{{ row.pan or row.gstin or '-' }}
{% if row.client_group_name %}{{ row.client_group_name }}
{{ row.group_relationship or row.client_group_code }}
{% else %}-{% endif %}
{{ row.association_type or 'legacy_firm' }}
{{ row.assoc_created_source or 'legacy' }}
{{ row.partner_name or row.effective_partner_id or '-' }} {{ row.branch_name or row.assoc_firm_branch_id or row.branch_id or '-' }} {% if row.status == 'active' %}Active{% elif row.status == 'archived' %}Archived{% else %}Inactive{% endif %} Open
No clients found.
{% endif %}