{% if not consultant or not payload.workspace %}
Your consultant workspace is not configured yet. Open profile/workspace settings and complete setup.
Configure Workspace
{% else %}
Clarifications
{{ payload.stats.pending_clarifications or 0 }}
Firm messages
Open Requests
{{ payload.stats.open_service_requests or 0 }}
Service requests
Managed Clients
{{ payload.stats.managed_clients or 0 }}
Bookkeeping / support
Linked Firm Clients
{{ payload.stats.linked_clients or 0 }}
Visible clients
Due Soon
{{ payload.stats.upcoming_due or 0 }}
Next 30 days
Overdue
{{ payload.stats.overdue or 0 }}
Attention

Pending Consultant Clarifications

Firm messages visible to consultant. Internal and client-only notes are hidden.

View all
{% for comment, task, subscription, client, catalogue in payload.recent_firm_messages %}
{{ client.client_name }} — {{ catalogue.service_name }}
Task: {{ task.task_name }} • {{ comment.created_at_utc.strftime('%d-%m-%Y %H:%M') if comment.created_at_utc else '' }}
{{ comment.comment_type.replace('_',' ').title() }}
{{ comment.message }}
 {% else %}
No pending consultant-visible firm messages.
{% endfor %}

Upcoming Due Dates

View
{% for subscription, client, catalogue in payload.due_items %}
{{ client.client_name }}
{{ catalogue.service_name }} • Due {{ subscription.current_due_date.strftime('%d-%m-%Y') if subscription.current_due_date else '-' }}
{% else %}
No upcoming due dates.
{% endfor %}

Overdue Work

View
{% for subscription, client, catalogue in payload.overdue_items %}
{{ client.client_name }}
{{ catalogue.service_name }} • Due {{ subscription.current_due_date.strftime('%d-%m-%Y') if subscription.current_due_date else '-' }}
{% else %}
No overdue linked firm engagements.
{% endfor %}

Open Requests

View
{% for row in payload.open_service_requests %}
{{ row.title }}
{{ row.status.replace('_',' ').title() }} • {{ row.priority.replace('_',' ').title() if row.priority else 'Normal' }}
{% else %}
No open service requests.
{% endfor %}
{% endif %}