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Add performing partner to clients and engagements

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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
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app/modules/clients/ui.py
+7
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@@ -186,6 +186,7 @@ def _build_form_payload(request: Request, user, scope, *, include_client_code: b
"client_group_id": int(form.get("client_group_id")) if form.get("client_group_id") not in (None, "", "None") else None,
"group_relationship": form.get("group_relationship"),
"is_group_head": _form_bool(form.get("is_group_head")),
"default_performing_partner_user_id": int(form.get("default_performing_partner_user_id")) if form.get("default_performing_partner_user_id") not in (None, "", "None") else None,
"default_review_partner_user_id": int(form.get("default_review_partner_user_id")) if form.get("default_review_partner_user_id") not in (None, "", "None") else None,
"referred_by_consultant_id": int(form.get("referred_by_consultant_id")) if form.get("referred_by_consultant_id") not in (None, "", "None") else None,
"primary_consultant_id": int(form.get("primary_consultant_id")) if form.get("primary_consultant_id") not in (None, "", "None") else None,
@@ -269,6 +270,7 @@ def _form_options(db, scope, form_mode: str):
"tenants": repository.list_tenants(db),
"branches": repository.list_all_branches(db),
"partners": repository.list_all_partners(db),
"performing_partners": repository.list_all_partners(db),
"review_partners": repository.list_all_partners(db),
"active_tenant_id": tenant_id,
"active_branch_id": branch_id,
@@ -286,6 +288,11 @@ def _form_options(db, scope, form_mode: str):
),
"consultants": list_consultants(db, tenant_id=tenant_id, branch_id=branch_id, include_inactive=False),
"client_groups": [item["group"] for item in list_groups(db, tenant_id=tenant_id)],
"performing_partners": repository.list_partners_for_scope(
db,
tenant_id=tenant_id,
branch_id=None if scope.allow_cross_branch else branch_id,
),
"review_partners": repository.list_partners_for_scope(
db,
tenant_id=tenant_id,