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

Permanent Client Documents

{{ client.client_name }} · {{ client.client_code or '-' }}

{% if not request.query_params.get('onboarding') %}
Permanent documents belong to the client master. Acceptance, independence, conflict, engagement-letter and other AQMM requirements are completed from the applicable engagement according to its Assurance / Non-Assurance classification.
{% endif %} {% if request.query_params.get('onboarding') %}
Client Onboarding · Permanent Documents

Complete the legal/KYC document checklist

The client master has been created. Upload the standing documents below using the existing permanent-document, versioning and branch-local-storage workflow. Engagement-specific AQMM formalities are intentionally completed only inside the relevant Assurance / Non-Assurance engagement.

Onboarding status
{{ 'Document checklist complete' if onboarding_complete else 'Documents pending' }}
{% for item in onboarding_checklist %}
{{ '✓' if item.complete else '!' }}
{{ item.label }}
{{ 'Uploaded' if item.complete else 'Required to complete onboarding' }}
{% endfor %}
{% endif %} {% if request.query_params.get('uploaded') %}
Permanent document uploaded successfully.
{% endif %} {% if request.query_params.get('deleted') %}
Permanent document archived successfully.
{% endif %} {% if request.query_params.get('download_queued') %}
The file is stored in branch local storage. Retrieval request #{{ request.query_params.get('download_queued') }} has been queued.
{% endif %} {% if request.query_params.get('error') %}
Action failed. Please check file size, permission and storage path.
{% endif %} {% if can_upload %}

Upload Permanent Document / New Revision

{% endif %}
{% for doc in documents %} {% set latest = doc.versions[0] if doc.versions else None %} {% else %} {% endfor %}
Document Category Latest Version Storage Path Versions Action
{{ doc.title }}
{{ doc.document_code }}{% if doc.description %} · {{ doc.description }}{% endif %}
{{ doc.category }} {% if latest %}
v{{ latest.version_no }} · {{ latest.original_filename }}
{{ (latest.file_size_bytes / 1024)|round(1) }} KB · {{ latest.uploaded_at_utc }}
{% else %}-{% endif %}
{% if latest %}
{{ latest.storage_status.replace('_',' ').title() }}
{{ latest.local_relative_path }}
{% else %}-{% endif %}
{% for v in doc.versions %}
v{{ v.version_no }} · {{ v.original_filename }}{% if v.remarks %} · {{ v.remarks }}{% endif %}
{% endfor %}
{% if latest %}Download Latest{% endif %} {% if can_upload %}
{% endif %}
No permanent documents uploaded for this client.
{% endblock %}