diff --git a/app/modules/clients/templates/clients/partials/form.html b/app/modules/clients/templates/clients/partials/form.html index 2db9e65..1b12d46 100644 --- a/app/modules/clients/templates/clients/partials/form.html +++ b/app/modules/clients/templates/clients/partials/form.html @@ -147,69 +147,66 @@ -
+ {% set acc_status = form_data.acceptance_status or (row.acceptance_status if is_edit else 'pending_review') %} + {% set acc_required = form_data.acceptance_required if form_data.acceptance_required is defined else (row.acceptance_required if is_edit else true) %} + {% set ind_done = form_data.independence_check_completed if form_data.independence_check_completed is defined else (row.independence_check_completed if is_edit else false) %} + {% set conflict_done = form_data.conflict_check_completed if form_data.conflict_check_completed is defined else (row.conflict_check_completed if is_edit else false) %} + {% set kyc_done = form_data.kyc_completed if form_data.kyc_completed is defined else (row.kyc_completed if is_edit else false) %} + {% set el_required = form_data.engagement_letter_required if form_data.engagement_letter_required is defined else (row.engagement_letter_required if is_edit else true) %} + {% set el_received = form_data.engagement_letter_received if form_data.engagement_letter_received is defined else (row.engagement_letter_received if is_edit else false) %} + + + + + + + + + + + +
-

Client Acceptance / Continuance Controls

-

Used for AQMM and peer review evidence. High/Critical risk clients cannot be activated until acceptance is approved.

+

Digital Client Acceptance Workflow

+

+ Independence, conflict, KYC and engagement letter controls are completed from the client detail workflow after the client is saved. + Manual ticking is intentionally disabled on this form to preserve proper AQMM and peer review evidence. +

- {% set acc_status = form_data.acceptance_status or (row.acceptance_status if is_edit else 'pending_review') %} {{ acc_status.replace('_',' ').title() }}
-
-
- - -

Formal approval can also be done from the client detail page.

+
+
+
Independence
+
{{ 'Completed' if ind_done else 'Declaration workflow pending' }}
- -
- +
+
Conflict Check
+
{{ 'Completed' if conflict_done else 'Declaration workflow pending' }}
- - - - - - - - - - - -
- - +
+
KYC
+
{{ 'Verified from Permanent Documents' if kyc_done else 'Permanent document verification pending' }}
- -
- - +
+
Engagement Letter
+
+ {% if not el_required %}Not required{% elif el_received %}Accepted / received{% else %}Digital OTP or manual signed upload pending{% endif %} +
+ + {% if is_edit %} +

+ Open the client detail page to request declarations, verify KYC from permanent documents, draft engagement letter, send it to client, and approve acceptance. +

+ {% else %} +

+ Save the client first. The digital acceptance workflow will be available from the client detail page. +

+ {% endif %}