Add client groups and family tracking

app/modules/client_groups/templates/client_groups/detail.html

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+{% extends "ui/templates/base/layout.html" %}{% block content %}<div class="space-y-6"><div class="flex items-center justify-between"><div><div class="text-sm text-slate-500">{{ row.group_code }} · {{ row.group_type }}</div><h2 class="text-2xl font-semibold">{{ row.group_name }}</h2></div><a href="/client-groups/{{ row.id }}/edit" class="rounded-xl border px-4 py-2 text-sm">Edit Group</a></div><div class="grid gap-4 md:grid-cols-3"><div class="rounded-2xl bg-white p-5 shadow-soft"><div class="text-xs uppercase text-slate-500">Primary contact</div><div class="mt-2 font-medium">{{ row.primary_contact_name or '-' }}</div><div class="text-sm text-slate-500">{{ row.primary_contact_mobile or '' }} {{ row.primary_contact_email or '' }}</div></div><div class="rounded-2xl bg-white p-5 shadow-soft"><div class="text-xs uppercase text-slate-500">Members</div><div class="mt-2 text-3xl font-semibold">{{ clients|length }}</div></div><div class="rounded-2xl bg-white p-5 shadow-soft"><div class="text-xs uppercase text-slate-500">Status</div><div class="mt-2 font-medium">{{ 'Active' if row.is_active else 'Inactive' }}</div></div></div><div class="overflow-hidden rounded-2xl bg-white shadow-soft"><table class="min-w-full divide-y divide-slate-200"><thead class="bg-slate-50"><tr><th class="px-4 py-3 text-left text-xs uppercase text-slate-500">Client</th><th class="px-4 py-3 text-left text-xs uppercase text-slate-500">Relationship</th><th class="px-4 py-3 text-left text-xs uppercase text-slate-500">PAN</th><th></th></tr></thead><tbody class="divide-y divide-slate-100">{% for client in clients %}<tr><td class="px-4 py-3 text-sm"><div class="font-medium">{{ client.client_name }}</div><div class="text-xs text-slate-500">{{ client.client_code }}{% if client.is_group_head %} · Group Head{% endif %}</div></td><td class="px-4 py-3 text-sm">{{ client.group_relationship or '-' }}</td><td class="px-4 py-3 text-sm">{{ client.pan or '-' }}</td><td class="px-4 py-3 text-right"><a href="/clients/{{ client.id }}" class="text-brand-700">Open</a></td></tr>{% else %}<tr><td colspan="4" class="px-4 py-8 text-center text-sm text-slate-500">No clients linked.</td></tr>{% endfor %}</tbody></table></div></div>{% endblock %}

app/modules/client_groups/templates/client_groups/form.html

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+{% extends "ui/templates/base/layout.html" %}{% block content %}<div class="mx-auto max-w-5xl space-y-6"><div><h2 class="text-2xl font-semibold">{{ title }}</h2></div>{% for error in errors %}<div class="rounded-xl bg-rose-50 px-4 py-3 text-sm text-rose-700">{{ error }}</div>{% endfor %}<form method="post" action="{% if row and row.id %}/client-groups/{{ row.id }}/edit{% else %}/client-groups{% endif %}" class="space-y-6 rounded-2xl bg-white p-6 shadow-soft"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><div class="grid gap-5 md:grid-cols-2"><label class="text-sm font-medium">Group Code<input name="group_code" required value="{{ row.group_code if row else '' }}" class="mt-1 w-full rounded-xl border px-4 py-2"></label><label class="text-sm font-medium">Group Name<input name="group_name" required value="{{ row.group_name if row else '' }}" class="mt-1 w-full rounded-xl border px-4 py-2"></label><label class="text-sm font-medium">Group Type<select name="group_type" class="mt-1 w-full rounded-xl border px-4 py-2">{% for value in group_types %}<option {% if row and row.group_type == value %}selected{% endif %}>{{ value }}</option>{% endfor %}</select></label><label class="text-sm font-medium">Primary Contact<input name="primary_contact_name" value="{{ row.primary_contact_name if row else '' }}" class="mt-1 w-full rounded-xl border px-4 py-2"></label><label class="text-sm font-medium">Mobile<input name="primary_contact_mobile" value="{{ row.primary_contact_mobile if row else '' }}" class="mt-1 w-full rounded-xl border px-4 py-2"></label><label class="text-sm font-medium">Email<input type="email" name="primary_contact_email" value="{{ row.primary_contact_email if row else '' }}" class="mt-1 w-full rounded-xl border px-4 py-2"></label><label class="text-sm font-medium">Assigned Partner<select name="assigned_partner_user_id" class="mt-1 w-full rounded-xl border px-4 py-2"><option value="">-- None --</option>{% for p in partners %}<option value="{{ p.id }}" {% if row and row.assigned_partner_user_id == p.id %}selected{% endif %}>{{ p.full_name or p.email }}</option>{% endfor %}</select></label><label class="text-sm font-medium">Primary Consultant<select name="primary_consultant_id" class="mt-1 w-full rounded-xl border px-4 py-2"><option value="">-- None --</option>{% for c in consultants %}<option value="{{ c.id }}" {% if row and row.primary_consultant_id == c.id %}selected{% endif %}>{{ c.contact_person }}{% if c.firm_name %} — {{ c.firm_name }}{% endif %}</option>{% endfor %}</select></label></div><label class="block text-sm font-medium">Notes<textarea name="notes" rows="4" class="mt-1 w-full rounded-xl border px-4 py-2">{{ row.notes if row else '' }}</textarea></label><label class="inline-flex items-center gap-2"><input type="checkbox" name="is_active" {% if not row or row.is_active %}checked{% endif %}> Active</label><div><button class="rounded-xl bg-brand-600 px-5 py-2 text-white">Save Group</button></div></form></div>{% endblock %}

app/modules/client_groups/templates/client_groups/list.html

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+{% extends "ui/templates/base/layout.html" %}{% block content %}<div class="space-y-6"><div class="flex items-center justify-between"><div><h2 class="text-2xl font-semibold text-slate-900">Client Groups</h2><p class="text-sm text-slate-500">Track family, promoter and related business clients together.</p></div><a href="/client-groups/new" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-medium text-white">Add Group</a></div><div class="overflow-hidden rounded-2xl bg-white shadow-soft"><table class="min-w-full divide-y divide-slate-200"><thead class="bg-slate-50"><tr><th class="px-4 py-3 text-left text-xs font-semibold uppercase text-slate-500">Code</th><th class="px-4 py-3 text-left text-xs font-semibold uppercase text-slate-500">Group</th><th class="px-4 py-3 text-left text-xs font-semibold uppercase text-slate-500">Type</th><th class="px-4 py-3 text-left text-xs font-semibold uppercase text-slate-500">Clients</th><th></th></tr></thead><tbody class="divide-y divide-slate-100">{% for item in groups %}<tr><td class="px-4 py-3 text-sm font-medium">{{ item.group.group_code }}</td><td class="px-4 py-3 text-sm"><div class="font-medium">{{ item.group.group_name }}</div><div class="text-xs text-slate-500">{{ item.group.primary_contact_name or '-' }}</div></td><td class="px-4 py-3 text-sm">{{ item.group.group_type }}</td><td class="px-4 py-3 text-sm">{{ item.client_count }}</td><td class="px-4 py-3 text-right"><a class="text-brand-700" href="/client-groups/{{ item.group.id }}">Open</a></td></tr>{% else %}<tr><td colspan="5" class="px-4 py-8 text-center text-sm text-slate-500">No client groups created.</td></tr>{% endfor %}</tbody></table></div></div>{% endblock %}