Add performing partner to clients and engagements

This commit is contained in:
A R R R Associates
2026-08-05 10:52:36 +05:30
parent 9bfc666dad
commit 5a135a65a8
16 changed files with 122 additions and 21 deletions
@@ -117,6 +117,7 @@
<div><span class="font-medium">Audit Firm:</span> {{ row.assoc_firm_tenant_id or row.tenant_id or '-' }}</div>
<div><span class="font-medium">Branch:</span> {{ row.branch_id or '-' }}</div>
<div><span class="font-medium">Partner:</span> {{ row.assoc_partner_user_id or row.partner_id or '-' }}</div>
<div><span class="font-medium">Default Performing Partner:</span> {{ row.default_performing_partner_user_id or row.partner_id or '-' }}</div>
<div><span class="font-medium">Default Review Partner:</span> {{ row.default_review_partner_user_id or '-' }}</div>
<div><span class="font-medium">Referred by:</span> {{ consultant_summary.referred_by.contact_person if consultant_summary and consultant_summary.referred_by else 'Direct / Not recorded' }}</div>
<div><span class="font-medium">Primary consultant:</span> {{ consultant_summary.primary.contact_person if consultant_summary and consultant_summary.primary else 'Firm managed' }}</div>
@@ -316,6 +316,19 @@
<input name="referral_reference" value="{{ form_data.referral_reference or (row.referral_reference if is_edit else '') }}" class="mt-1 w-full rounded-xl border border-slate-300 px-4 py-2 text-sm" placeholder="Source, campaign, agreement or note">
</div>
<div>
<label class="block text-sm font-medium text-slate-700">Default Performing Partner</label>
<select name="default_performing_partner_user_id" class="mt-1 w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
<option value="">-- Same as Engagement Partner --</option>
{% for p in form_options.performing_partners or [] %}
<option value="{{ p.id }}" {% if (form_data.default_performing_partner_user_id or (row.default_performing_partner_user_id if is_edit else None)) == p.id %}selected{% endif %}>
{{ p.full_name or p.email }}{% if p.tenant_name %} ({{ p.tenant_name }}){% endif %}
</option>
{% endfor %}
</select>
<p class="mt-1 text-xs text-slate-500">Defaults the Partner who directly performs or supervises the engagement. When blank, the Engagement Partner is used.</p>
</div>
<div>
<label class="block text-sm font-medium text-slate-700">Default Review Partner</label>
<select name="default_review_partner_user_id" class="mt-1 w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">