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Add client groups and family tracking

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This commit is contained in:
A R R R Associates
2026-07-25 22:32:35 +05:30
parent 5e6584702c
commit 2dc2a712e8
21 changed files with 444 additions and 161 deletions
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app/modules/clients/schemas.py
+8 -2
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@@ -21,6 +21,9 @@ class ClientBase(BaseModel):
tenant_id: int
branch_id: int
partner_id: Optional[int] = None
client_group_id: Optional[int] = None
group_relationship: Optional[str] = None
is_group_head: bool = False
default_review_partner_user_id: Optional[int] = None
referred_by_consultant_id: Optional[int] = None
primary_consultant_id: Optional[int] = None
@@ -88,7 +91,7 @@ class ClientBase(BaseModel):
@field_validator(
"trade_name", "cin_llpin", "msme_no", "iec_code", "contact_person_name", "contact_person_designation",
"address_line_1", "address_line_2", "city", "state", "country", "client_category", "risk_category", "referral_reference", "acceptance_review_notes", "acceptance_rejection_reason", "notes",
"address_line_1", "address_line_2", "city", "state", "country", "client_category", "risk_category", "referral_reference", "group_relationship", "acceptance_review_notes", "acceptance_rejection_reason", "notes",
mode="before",
)
@classmethod
@@ -213,6 +216,9 @@ class ClientUpdate(BaseModel):
tenant_id: Optional[int] = None
branch_id: Optional[int] = None
partner_id: Optional[int] = None
client_group_id: Optional[int] = None
group_relationship: Optional[str] = None
is_group_head: Optional[bool] = None
default_review_partner_user_id: Optional[int] = None
referred_by_consultant_id: Optional[int] = None
primary_consultant_id: Optional[int] = None
@@ -272,7 +278,7 @@ class ClientUpdate(BaseModel):
@field_validator(
"client_name", "trade_name", "cin_llpin", "msme_no", "iec_code", "contact_person_name", "contact_person_designation",
"address_line_1", "address_line_2", "city", "state", "country", "client_category", "risk_category", "referral_reference", "acceptance_review_notes", "acceptance_rejection_reason", "notes",
"address_line_1", "address_line_2", "city", "state", "country", "client_category", "risk_category", "referral_reference", "group_relationship", "acceptance_review_notes", "acceptance_rejection_reason", "notes",
mode="before",
)
@classmethod