A R R R Associates
71 lines
4.7 KiB
HTML
71 lines
4.7 KiB
HTML
{% extends "ui/templates/base/layout.html" %}
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{% block content %}
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<div class="space-y-6">
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<div class="flex flex-wrap items-center justify-between gap-3">
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<div>
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<h2 class="text-xl font-semibold text-slate-900">Conversion Request: {{ managed_client.client_name }}</h2>
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<p class="text-sm text-slate-500">Consultant: {{ consultant.firm_name or consultant.contact_person if consultant else '-' }}</p>
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</div>
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<a href="/consultants/conversion-requests" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Back</a>
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</div>
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{% if errors %}
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<div class="rounded-2xl border border-red-200 bg-red-50 p-4 text-sm text-red-700 shadow-soft">
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{% for error in errors %}<div>{{ error }}</div>{% endfor %}
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</div>
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{% endif %}
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<div class="rounded-2xl border border-slate-200 bg-white p-5 shadow-soft">
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<h3 class="font-semibold text-slate-900">Managed Client Details</h3>
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<div class="mt-4 grid gap-4 text-sm md:grid-cols-3">
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<div><div class="text-xs uppercase tracking-wide text-slate-500">Client Code</div><div class="font-medium text-slate-900">{{ managed_client.client_code or '-' }}</div></div>
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<div><div class="text-xs uppercase tracking-wide text-slate-500">Client Type</div><div class="font-medium text-slate-900">{{ managed_client.client_type }}</div></div>
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<div><div class="text-xs uppercase tracking-wide text-slate-500">Conversion Status</div><div class="font-medium text-slate-900">{{ managed_client.conversion_status.replace('_',' ').title() }}</div></div>
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<div><div class="text-xs uppercase tracking-wide text-slate-500">PAN</div><div class="font-medium text-slate-900">{{ managed_client.pan or '-' }}</div></div>
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<div><div class="text-xs uppercase tracking-wide text-slate-500">GSTIN</div><div class="font-medium text-slate-900">{{ managed_client.gstin or '-' }}</div></div>
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<div><div class="text-xs uppercase tracking-wide text-slate-500">Mobile / Email</div><div class="font-medium text-slate-900">{{ managed_client.mobile or managed_client.email or '-' }}</div></div>
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</div>
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<div class="mt-4 grid gap-4 md:grid-cols-2">
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<div class="rounded-xl bg-slate-50 p-3 text-sm text-slate-700"><strong>Consultant notes</strong><br>{{ managed_client.conversion_notes or '-' }}</div>
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<div class="rounded-xl bg-slate-50 p-3 text-sm text-slate-700"><strong>Firm notes</strong><br>{{ managed_client.conversion_firm_notes or '-' }}</div>
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</div>
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</div>
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{% if managed_client.linked_firm_client %}
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<div class="rounded-2xl border border-emerald-200 bg-emerald-50 p-5 text-sm text-emerald-900 shadow-soft">
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Already converted and linked to firm client: <strong>{{ managed_client.linked_firm_client.client_code }} — {{ managed_client.linked_firm_client.client_name }}</strong>
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</div>
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{% else %}
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<form method="post" action="/consultants/conversion-requests/{{ managed_client.id }}/review" class="rounded-2xl border border-slate-200 bg-white p-5 shadow-soft">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<h3 class="font-semibold text-slate-900">Firm Review</h3>
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<div class="mt-4 grid gap-4 md:grid-cols-3">
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<div>
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<label class="text-sm font-semibold text-slate-700">Action</label>
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<select name="action" class="mt-1 w-full rounded-xl border border-slate-300 px-3 py-2 text-sm" required>
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<option value="under_review">Mark Under Review</option>
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<option value="approve">Approve & Create Firm Client</option>
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<option value="reject">Reject</option>
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</select>
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</div>
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<div>
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<label class="text-sm font-semibold text-slate-700">Firm Client Code</label>
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<input name="client_code" value="FC-{{ managed_client.client_code or managed_client.id }}" class="mt-1 w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
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<p class="mt-1 text-xs text-slate-500">Used only when approving.</p>
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</div>
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<div>
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<label class="text-sm font-semibold text-slate-700">Partner User ID</label>
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<input name="partner_user_id" class="mt-1 w-full rounded-xl border border-slate-300 px-3 py-2 text-sm" placeholder="Optional">
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<p class="mt-1 text-xs text-slate-500">Optional for now. You can assign partner later from client master.</p>
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</div>
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</div>
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<div class="mt-4">
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<label class="text-sm font-semibold text-slate-700">Firm Notes / Reason</label>
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<textarea name="firm_notes" rows="4" class="mt-1 w-full rounded-xl border border-slate-300 px-3 py-2 text-sm"></textarea>
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</div>
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<button class="mt-4 rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Save Review</button>
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</form>
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{% endif %}
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</div>
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{% endblock %}
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