Add digital client acceptance workflow
This commit is contained in:
A R R R Associates
@@ -151,6 +151,115 @@
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{% endif %}
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</div>
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{% endif %}
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<div class="mt-6 rounded-2xl border border-indigo-100 bg-indigo-50/50 p-4">
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<div class="flex flex-wrap items-start justify-between gap-3">
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<div>
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<h4 class="text-sm font-semibold uppercase tracking-wide text-indigo-900">Digital Acceptance Workflow</h4>
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<p class="mt-1 text-sm text-indigo-800">Declarations, KYC from permanent documents and engagement letter acceptance are captured as audit evidence.</p>
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</div>
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<span class="rounded-full px-3 py-1 text-xs font-semibold {% if workflow_ready %}bg-emerald-100 text-emerald-700{% else %}bg-amber-100 text-amber-800{% endif %}">{{ 'Ready for Approval' if workflow_ready else 'Pending Evidence' }}</span>
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</div>
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<div class="mt-4 grid gap-4 lg:grid-cols-3">
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<div class="rounded-xl border border-white bg-white p-4 shadow-sm">
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<div class="flex items-center justify-between gap-2">
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<h5 class="text-sm font-semibold text-slate-900">Independence / Conflict Declarations</h5>
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{% if can_manage_acceptance %}
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<form method="post" action="/clients/{{ row.id }}/acceptance/request-declarations">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<button class="rounded-lg bg-indigo-600 px-3 py-1.5 text-xs font-semibold text-white hover:bg-indigo-700">Request</button>
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</form>
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{% endif %}
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</div>
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<div class="mt-3 space-y-2">
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{% if acceptance_declarations %}
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{% for d in acceptance_declarations %}
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<div class="rounded-lg border border-slate-200 p-3 text-xs">
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<div class="font-semibold text-slate-800">{{ d.declaration_type.replace('_',' ').title() }} · User #{{ d.assigned_user_id }}</div>
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<div class="mt-1 {% if d.status == 'declared_clear' %}text-emerald-700{% elif d.status == 'declared_issue' %}text-rose-700{% else %}text-amber-700{% endif %}">{{ d.status.replace('_',' ').title() }}</div>
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{% if d.assigned_user_id == current_user.id and d.status == 'pending' %}
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<form method="post" action="/clients/{{ row.id }}/acceptance/declarations/{{ d.id }}/submit" class="mt-2 space-y-2">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<select name="declaration_result" class="w-full rounded-lg border border-slate-300 px-2 py-1 text-xs">
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<option value="clear">Declare Clear / No Issue</option>
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<option value="issue">Declare Issue / Conflict</option>
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</select>
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<textarea name="response_notes" rows="2" placeholder="Notes" class="w-full rounded-lg border border-slate-300 px-2 py-1 text-xs"></textarea>
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<textarea name="issue_details" rows="2" placeholder="Issue details if any" class="w-full rounded-lg border border-slate-300 px-2 py-1 text-xs"></textarea>
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<button class="rounded-lg bg-slate-900 px-3 py-1.5 text-xs font-semibold text-white">Submit Declaration</button>
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</form>
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{% endif %}
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</div>
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{% endfor %}
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{% else %}
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<div class="text-xs text-slate-500">No declaration requests have been created yet.</div>
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{% endif %}
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</div>
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</div>
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<div class="rounded-xl border border-white bg-white p-4 shadow-sm">
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<div class="flex items-center justify-between gap-2">
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<h5 class="text-sm font-semibold text-slate-900">KYC from Permanent Documents</h5>
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{% if can_manage_acceptance %}
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<form method="post" action="/clients/{{ row.id }}/acceptance/kyc/sync">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<button class="rounded-lg border border-slate-300 px-3 py-1.5 text-xs font-semibold text-slate-700 hover:bg-slate-50">Sync</button>
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</form>
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{% endif %}
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</div>
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<div class="mt-3 text-xs text-slate-600">Permanent documents found: <span class="font-semibold">{{ permanent_document_count }}</span></div>
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<div class="mt-2 rounded-lg bg-slate-50 p-3 text-xs text-slate-600 whitespace-pre-wrap max-h-40 overflow-auto">{{ permanent_document_summary or 'No permanent document summary available. Click Sync after client uploads permanent documents.' }}</div>
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{% if kyc_verification %}
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<div class="mt-3 text-xs font-semibold {% if kyc_verification.status == 'verified' %}text-emerald-700{% elif kyc_verification.status == 'rejected' %}text-rose-700{% else %}text-amber-700{% endif %}">KYC Status: {{ kyc_verification.status.replace('_',' ').title() }}</div>
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{% endif %}
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{% if can_manage_acceptance or can_approve_acceptance %}
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<div class="mt-3 grid gap-2">
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<form method="post" action="/clients/{{ row.id }}/acceptance/kyc/verify" class="space-y-2">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<textarea name="verification_notes" rows="2" placeholder="KYC verification notes" class="w-full rounded-lg border border-slate-300 px-2 py-1 text-xs"></textarea>
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<button class="w-full rounded-lg bg-emerald-600 px-3 py-1.5 text-xs font-semibold text-white hover:bg-emerald-700">Verify KYC</button>
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</form>
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<form method="post" action="/clients/{{ row.id }}/acceptance/kyc/reject" class="space-y-2">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<textarea name="verification_notes" rows="2" placeholder="Resubmission remarks" class="w-full rounded-lg border border-slate-300 px-2 py-1 text-xs"></textarea>
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<button class="w-full rounded-lg border border-rose-300 px-3 py-1.5 text-xs font-semibold text-rose-700 hover:bg-rose-50">Reject / Request Resubmission</button>
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</form>
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</div>
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{% endif %}
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</div>
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<div class="rounded-xl border border-white bg-white p-4 shadow-sm">
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<h5 class="text-sm font-semibold text-slate-900">Engagement Letter</h5>
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{% if engagement_letter %}
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<div class="mt-2 text-xs text-slate-600">Version {{ engagement_letter.version_no }} · <span class="font-semibold">{{ engagement_letter.status.replace('_',' ').title() }}</span></div>
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<a href="/clients/{{ row.id }}/acceptance/engagement-letter/{{ engagement_letter.id }}/download" target="_blank" class="mt-3 inline-flex rounded-lg border border-slate-300 px-3 py-1.5 text-xs font-semibold text-slate-700 hover:bg-slate-50">View / Print PDF</a>
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{% if can_approve_acceptance and engagement_letter.status == 'draft' %}
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<form method="post" action="/clients/{{ row.id }}/acceptance/engagement-letter/{{ engagement_letter.id }}/approve-send" class="mt-3">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<button class="w-full rounded-lg bg-indigo-600 px-3 py-1.5 text-xs font-semibold text-white hover:bg-indigo-700">Partner Approve & Send</button>
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</form>
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{% endif %}
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{% if (can_manage_acceptance or can_approve_acceptance) and engagement_letter.status == 'manual_uploaded' %}
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<form method="post" action="/clients/{{ row.id }}/acceptance/engagement-letter/{{ engagement_letter.id }}/verify-manual" class="mt-3">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<button class="w-full rounded-lg bg-emerald-600 px-3 py-1.5 text-xs font-semibold text-white hover:bg-emerald-700">Verify Manual Signed Copy</button>
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</form>
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{% endif %}
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{% else %}
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<div class="mt-2 text-xs text-slate-500">No engagement letter drafted yet.</div>
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{% endif %}
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{% if can_manage_acceptance %}
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<form method="post" action="/clients/{{ row.id }}/acceptance/engagement-letter/draft" class="mt-4 space-y-2">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<input name="title" placeholder="Letter title" class="w-full rounded-lg border border-slate-300 px-2 py-1 text-xs" value="Engagement Letter - {{ row.client_name }}">
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<textarea name="body_text" rows="4" placeholder="Leave blank to use standard engagement letter draft" class="w-full rounded-lg border border-slate-300 px-2 py-1 text-xs"></textarea>
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<button class="w-full rounded-lg border border-indigo-300 px-3 py-1.5 text-xs font-semibold text-indigo-700 hover:bg-indigo-50">Create New Draft</button>
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</form>
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{% endif %}
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</div>
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</div>
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</div>
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</section>
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<section class="rounded-2xl bg-white p-6 shadow-soft">
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