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Add compact live-filter client list for Firm Admin

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A R R R Associates
2026-08-02 10:26:01 +05:30
parent 6c308c4217
commit a7da29badb
3 changed files with 103 additions and 7 deletions
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app/modules/clients/ui.py
+10 -6
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@@ -322,6 +322,8 @@ def clients_list(
role_names = _role_names(db, user)
partner_client_view = is_partner_role(role_names)
firm_admin_client_view = "firm admin" in role_names and not partner_client_view
compact_client_view = partner_client_view or firm_admin_client_view
scope = build_scope(request, user, has)
scope = _apply_role_scope(scope, user, role_names)
@@ -348,13 +350,13 @@ def clients_list(
allow_all_clients=scope.allow_all_clients,
partner_id=None if is_partner_role(role_names) else filters.partner_id,
viewer_partner_id=_viewer_partner_id(user, role_names),
q="" if partner_client_view else filters.q,
status="" if partner_client_view else filters.status,
client_type="" if partner_client_view else filters.client_type,
client_group_id=None if partner_client_view else filters.client_group_id,
q="" if compact_client_view else filters.q,
status="" if compact_client_view else filters.status,
client_type="" if compact_client_view else filters.client_type,
client_group_id=None if compact_client_view else filters.client_group_id,
include_archived=filters.include_archived,
page=1 if partner_client_view else filters.page,
per_page=5000 if partner_client_view else filters.per_page,
page=1 if compact_client_view else filters.page,
per_page=5000 if compact_client_view else filters.per_page,
sort_by=filters.sort_by,
sort_order=filters.sort_order,
)
@@ -371,6 +373,8 @@ def clients_list(
can_export=has("clients.export"),
can_import=has("clients.import"),
partner_client_view=partner_client_view,
firm_admin_client_view=firm_admin_client_view,
compact_client_view=compact_client_view,
q=filters.q,
status=filters.status,
client_type=filters.client_type,