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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/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>