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

Consultant Client Conversion Requests

Review consultant-managed clients requested for conversion into firm client master.

{% for row in rows %} {% else %} {% endfor %}
Managed Client Consultant PAN / GSTIN Status Requested Action
{{ row.client_name }}
{{ row.client_code or '-' }}{% if row.linked_firm_client %} • Linked: {{ row.linked_firm_client.client_code }}{% endif %}
{{ row.consultant.firm_name or row.consultant.contact_person if row.consultant else '-' }}
{{ row.pan or '-' }}
{{ row.gstin or '-' }}
{{ row.conversion_status.replace('_',' ').title() }} {{ row.conversion_requested_at_utc.strftime('%d-%m-%Y') if row.conversion_requested_at_utc else '-' }} Review
No conversion requests found.
{% endblock %}