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Add phase 1 client consultant referral and linkage

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This commit is contained in:
A R R R Associates
2026-07-22 23:45:05 +05:30
parent 02a549bd05
commit 8f51d16c7d
10 changed files with 290 additions and 5 deletions
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app/modules/clients/import_service.py
+27
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@@ -12,11 +12,18 @@ from sqlalchemy.orm import Session
from app.modules.clients import repository
from app.modules.clients.schemas import ClientCreate
from app.modules.clients.service import create_client_service
from app.modules.consultants.service import get_consultant
TEMPLATE_COLUMNS = [
"uploader_user_id",
"firm_tenant_id",
"partner_user_id",
"referred_by_consultant_id",
"primary_consultant_id",
"referral_date",
"referral_reference",
"referral_status",
"communication_routing_mode",
"branch_id",
"client_code",
"client_name",
@@ -104,6 +111,9 @@ def build_client_import_template_bytes(*, current_user, tenant_id: int, partner_
ref.append(['firm_tenant_id', 'Must match the active firm/tenant context of the upload.'])
ref.append(['partner_user_id', 'Must be an active Partner user mapped to the same firm.'])
ref.append(['branch_id', 'Optional. If blank, uploader branch or partner branch will be used.'])
ref.append(['referred_by_consultant_id', 'Optional active consultant profile id who introduced the client.'])
ref.append(['primary_consultant_id', 'Optional active consultant profile id for the operational client link.'])
ref.append(['communication_routing_mode', 'client_direct, consultant_primary, client_and_consultant, or firm_only.'])
ref.append(['email', 'Used as the client frontend login email.'])
ref.append(['portal_password', 'Minimum 8 characters.'])
ref.append(['portal_password_confirm', 'Must match portal_password.'])
@@ -174,10 +184,27 @@ def build_preview(db: Session, *, current_user, scope, role_names: set[str], upl
if not branch_id:
msgs.append('branch_id is required when uploader and partner have no branch mapped.')
for consultant_field in ("referred_by_consultant_id", "primary_consultant_id"):
raw_consultant_id = cleaned.get(consultant_field)
if raw_consultant_id:
try:
consultant_id = int(raw_consultant_id)
except Exception:
consultant_id = 0
consultant = get_consultant(db, tenant_id=firm_tenant_id, consultant_id=consultant_id) if consultant_id else None
if not consultant or not consultant.is_active:
msgs.append(f"{consultant_field} must be an active consultant profile id in the same firm.")
payload = {
'tenant_id': firm_tenant_id,
'branch_id': branch_id,
'partner_id': partner_user_id or None,
'referred_by_consultant_id': int(cleaned.get('referred_by_consultant_id')) if cleaned.get('referred_by_consultant_id') else None,
'primary_consultant_id': int(cleaned.get('primary_consultant_id')) if cleaned.get('primary_consultant_id') else None,
'referral_date': cleaned.get('referral_date'),
'referral_reference': cleaned.get('referral_reference'),
'referral_status': cleaned.get('referral_status') or 'active',
'communication_routing_mode': cleaned.get('communication_routing_mode') or 'client_and_consultant',
'engagement_mode': cleaned.get('engagement_mode') or 'internal_managed',
'client_code': cleaned.get('client_code') or '',
'client_name': cleaned.get('client_name') or '',