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Add unified hierarchical client management interface

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This commit is contained in:
A R R R Associates
2026-08-26 15:49:19 +05:30
parent 39ab5ad51f
commit b0f973224d
5 changed files with 558 additions and 1 deletions
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app/ui/templates/components/firm_admin_navigation_v2.html
+1
View File
@@ -29,6 +29,7 @@
'active': _firm_admin_path.startswith('/clients'),
'children': [
{'label': 'Client List', 'url': '/clients', 'active': _firm_admin_path == '/clients'},
{'label': 'Client Management', 'url': '/clients/management', 'active': _firm_admin_path.startswith('/clients/management')},
{'label': 'Add Client', 'url': '/clients/new', 'active': _firm_admin_path.startswith('/clients/new')},
{'label': 'Import Clients', 'url': '/clients/import', 'active': _firm_admin_path.startswith('/clients/import')},
{'label': 'Export Clients', 'url': '/clients/export', 'active': _firm_admin_path.startswith('/clients/export')}
app/ui/templates/components/partner_navigation_v2.html
+6 -1
View File
@@ -1,4 +1,4 @@
{% if navigation_render_location_v2|default('page') == 'global-host' or not global_role_navigation_host_v2|default(false) %}
{% if navigation_render_location_v2|default('page') == 'global-host' or not global_role_navigation_host_v2|default(false) %}
{#
Partner operations navigation.
Presentation only: all links use existing production routes and route-level permissions remain authoritative.
@@ -62,6 +62,11 @@
'url': '/partner/clients',
'active': _partner_path.startswith('/partner/clients')
},
{
'label': 'Client Management',
'url': '/clients/management',
'active': _partner_path.startswith('/clients/management')
},
{
'label': 'Add Client',
'url': '/clients/new',