A R R R Associates
65 lines
5.8 KiB
HTML
65 lines
5.8 KiB
HTML
{% extends "ui/templates/base/layout.html" %}
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{% block content %}
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{% include "modules/consultants/templates/consultants/_consultant_tabs.html" %}
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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">{{ managed_client.client_name }}</h2>
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<p class="text-sm text-slate-500">{{ managed_client.client_code or 'Managed client' }}{% if managed_client.trade_name %} • {{ managed_client.trade_name }}{% endif %}</p>
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</div>
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<div class="flex gap-2">
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<a href="/consultant/managed-clients" 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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<a href="/consultant/managed-clients/{{ managed_client.id }}/edit" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Edit</a>
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</div>
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</div>
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<div class="rounded-2xl border border-slate-200 bg-white p-5 shadow-soft">
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<div class="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 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">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">Contact Person</div><div class="font-medium text-slate-900">{{ managed_client.contact_person_name or '-' }}</div></div>
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<div><div class="text-xs uppercase tracking-wide text-slate-500">Mobile</div><div class="font-medium text-slate-900">{{ managed_client.mobile or '-' }}</div></div>
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<div><div class="text-xs uppercase tracking-wide text-slate-500">Email</div><div class="font-medium text-slate-900">{{ managed_client.email or '-' }}</div></div>
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<div><div class="text-xs uppercase tracking-wide text-slate-500">Stage</div><div class="font-medium text-slate-900">{{ managed_client.relationship_stage.replace('_',' ').title() }}</div></div>
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<div><div class="text-xs uppercase tracking-wide text-slate-500">Status</div><div class="font-medium text-slate-900">{{ managed_client.status.replace('_',' ').title() }}</div></div>
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<div><div class="text-xs uppercase tracking-wide text-slate-500">Active</div><div class="font-medium text-slate-900">{{ 'Yes' if managed_client.is_active else 'No' }}</div></div>
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</div>
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</div>
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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">Firm Client Conversion</h3>
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<div class="mt-3 grid gap-4 text-sm md:grid-cols-3">
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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() if managed_client.conversion_status else 'Not Requested' }}</div></div>
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<div><div class="text-xs uppercase tracking-wide text-slate-500">Requested On</div><div class="font-medium text-slate-900">{{ managed_client.conversion_requested_at_utc.strftime('%d-%m-%Y %H:%M') if managed_client.conversion_requested_at_utc else '-' }}</div></div>
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<div><div class="text-xs uppercase tracking-wide text-slate-500">Linked Firm Client</div><div class="font-medium text-slate-900">{% if managed_client.linked_firm_client %}{{ managed_client.linked_firm_client.client_name }}{% else %}-{% endif %}</div></div>
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</div>
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{% if managed_client.conversion_notes %}<div class="mt-3 rounded-xl bg-slate-50 p-3 text-sm text-slate-700"><strong>Consultant notes:</strong><br>{{ managed_client.conversion_notes }}</div>{% endif %}
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{% if managed_client.conversion_firm_notes %}<div class="mt-3 rounded-xl bg-blue-50 p-3 text-sm text-blue-900"><strong>Firm response:</strong><br>{{ managed_client.conversion_firm_notes }}</div>{% endif %}
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{% if can_request_conversion %}
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<form method="post" action="/consultant/managed-clients/{{ managed_client.id }}/request-conversion" class="mt-4 space-y-3">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<label class="block text-sm font-semibold text-slate-700">Request conversion to audit firm client</label>
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<textarea name="conversion_notes" rows="3" class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm" placeholder="Mention service requirement, preferred partner, urgency, or client background"></textarea>
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<button class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Request Conversion</button>
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</form>
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{% endif %}
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</div>
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<div class="grid gap-6 md:grid-cols-2">
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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">Address</h3>
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<p class="mt-3 whitespace-pre-line text-sm text-slate-700">{{ [managed_client.address_line_1, managed_client.address_line_2, managed_client.city, managed_client.state, managed_client.pincode, managed_client.country] | select | join('\n') or '-' }}</p>
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</div>
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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">Service Interest / Notes</h3>
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<div class="mt-3 space-y-3 text-sm text-slate-700">
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<div><div class="text-xs uppercase tracking-wide text-slate-500">Service Interest</div><div class="whitespace-pre-line">{{ managed_client.service_interest or '-' }}</div></div>
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<div><div class="text-xs uppercase tracking-wide text-slate-500">Notes</div><div class="whitespace-pre-line">{{ managed_client.notes or '-' }}</div></div>
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</div>
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</div>
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</div>
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</div>
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{% endblock %}
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