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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/templates/clients/detail.html
+4 -1
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@@ -116,7 +116,10 @@
<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 Review Partner:</span> {{ row.default_review_partner_user_id or '-' }}</div>
<div><span class="font-medium">Consultant:</span> {{ row.assoc_consultant_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>
<div><span class="font-medium">Communication:</span> {{ (row.communication_routing_mode or 'client_and_consultant')|replace('_', ' ')|title }}</div>
<div><span class="font-medium">Referral status:</span> {{ (row.referral_status or 'active')|title }}</div>
</div>
</section>
</div>
app/modules/clients/templates/clients/partials/form.html
+43
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@@ -255,6 +255,49 @@
<div class="md:col-span-2 border-t border-slate-200 pt-4">
<h4 class="text-sm font-semibold text-slate-900">Consultant Referral & Communication</h4>
<p class="mt-1 text-xs text-slate-500">Referral records who introduced the client. Primary consultant controls the operational client link.</p>
</div>
<div>
<label class="block text-sm font-medium text-slate-700">Referred By Consultant</label>
<select name="referred_by_consultant_id" class="mt-1 w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
<option value="">-- Direct / No consultant --</option>
{% for c in form_options.consultants or [] %}
<option value="{{ c.id }}" {% if (form_data.referred_by_consultant_id or (row.referred_by_consultant_id if is_edit else None)) == c.id %}selected{% endif %}>{{ c.contact_person }}{% if c.firm_name %} — {{ c.firm_name }}{% endif %}</option>
{% endfor %}
</select>
</div>
<div>
<label class="block text-sm font-medium text-slate-700">Primary Consultant</label>
<select name="primary_consultant_id" class="mt-1 w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
<option value="">-- Firm managed only --</option>
{% for c in form_options.consultants or [] %}
<option value="{{ c.id }}" {% if form_data.primary_consultant_id == c.id %}selected{% endif %}>{{ c.contact_person }}{% if c.firm_name %} — {{ c.firm_name }}{% endif %}</option>
{% endfor %}
</select>
</div>
<div>
<label class="block text-sm font-medium text-slate-700">Referral Date</label>
<input type="date" name="referral_date" value="{{ form_data.referral_date or (row.referral_date if is_edit else '') }}" class="mt-1 w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
</div>
<div>
<label class="block text-sm font-medium text-slate-700">Referral Status</label>
<select name="referral_status" class="mt-1 w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
{% for value, label in [('active','Active'),('inactive','Inactive'),('ended','Ended')] %}<option value="{{ value }}" {% if (form_data.referral_status or (row.referral_status if is_edit else 'active')) == value %}selected{% endif %}>{{ label }}</option>{% endfor %}
</select>
</div>
<div>
<label class="block text-sm font-medium text-slate-700">Communication Routing</label>
<select name="communication_routing_mode" class="mt-1 w-full rounded-xl border border-slate-300 px-4 py-2 text-sm">
{% for value, label in [('client_direct','Client Direct'),('consultant_primary','Primary Consultant'),('client_and_consultant','Client and Consultant'),('firm_only','Firm Only')] %}<option value="{{ value }}" {% if (form_data.communication_routing_mode or (row.communication_routing_mode if is_edit else 'client_and_consultant')) == value %}selected{% endif %}>{{ label }}</option>{% endfor %}
</select>
</div>
<div>
<label class="block text-sm font-medium text-slate-700">Referral Reference</label>
<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 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">