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Add phase 1 client consultant referral and linkage

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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/service.py
+7 -1
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@@ -29,11 +29,15 @@ from app.modules.alerts.service import create_alert
from app.modules.core.iam.models import User
from app.modules.core.rbac.models import Role, UserRole
from app.modules.documents.models import PermanentClientDocument
from app.modules.consultants.service import sync_primary_client_consultant_link
def _payload_from_schema(data):
return data.model_dump(exclude_none=True) if hasattr(data, "model_dump") else data.dict(exclude_none=True)
payload = data.model_dump(exclude_none=True) if hasattr(data, "model_dump") else data.dict(exclude_none=True)
# primary_consultant_id belongs to ClientConsultantLink, not the clients table.
payload.pop("primary_consultant_id", None)
return payload
@@ -269,6 +273,7 @@ def create_client_service(db, *, data, actor_user_id: int, scope, current_user_r
_enforce_client_acceptance_controls(payload)
row = repository.create_client(db, payload)
row = _sync_client_portal_user(db, row=row, portal_password=portal_password, portal_password_confirm=portal_password_confirm)
sync_primary_client_consultant_link(db, client=row, consultant_id=getattr(data, "primary_consultant_id", None), actor_user_id=actor_user_id)
_write_association_from_client(db, row, actor_user_id=actor_user_id, current_user_roles=current_user_roles)
repository.write_audit_log(
@@ -309,6 +314,7 @@ def update_client_service(db, *, row, data, actor_user_id: int, scope, current_u
updated = repository.update_client(db, row, payload)
updated = _sync_client_portal_user(db, row=updated, portal_password=portal_password, portal_password_confirm=portal_password_confirm)
sync_primary_client_consultant_link(db, client=updated, consultant_id=getattr(data, "primary_consultant_id", None), actor_user_id=actor_user_id)
_write_association_from_client(db, updated, actor_user_id=actor_user_id, current_user_roles=current_user_roles)
repository.write_audit_log(