A R R R Associates
2 lines
5.5 KiB
HTML
2 lines
5.5 KiB
HTML
{% extends "ui/templates/base/layout.html" %}{% block content %}<div class="space-y-6"><div><h1 class="text-2xl font-semibold">{{client.client_name}} — Registrations</h1><a class="text-sm text-brand-600" href="/registrations">← Dashboard</a></div><div class="grid gap-4 lg:grid-cols-2"><div class="rounded-xl border bg-white p-4"><h2 class="font-semibold">Registration records</h2>{% for r,t in registrations %}<div class="border-b py-3"><div class="font-medium">{{t.name}} — {{r.registration_number}}</div><div class="text-sm text-slate-500">Valid until: {{r.valid_until or '—'}} · Next action: {{r.next_action_date or '—'}} · {{r.status}}</div></div>{% else %}<p class="py-4 text-slate-500">No records.</p>{% endfor %}</div><div class="rounded-xl border bg-white p-4"><h2 class="font-semibold">Related persons and DSC</h2>{% for p in people %}<div class="border-b py-2"><b>{{p.full_name}}</b> — {{p.person_type}}{% if p.din %} · DIN {{p.din}}{% endif %}</div>{% endfor %}{% for d,p in dscs %}<div class="border-b py-2">DSC: {{p.full_name}} · expires {{d.expires_on}} · {{d.status}}</div>{% endfor %}</div></div>{% if can_manage %}<div class="grid gap-4 xl:grid-cols-3"><form method="post" action="/registrations/clients/{{client.id}}/people" class="space-y-2 rounded-xl border bg-white p-4"><h2 class="font-semibold">Add Related Person</h2><input type="hidden" name="csrf_token" value="{{csrf_token}}"><select class="w-full rounded border p-2" name="person_type"><option>Director</option><option>Partner</option><option>Designated Partner</option><option>Proprietor</option><option>Trustee</option><option>Karta</option><option>Authorised Signatory</option></select><input class="w-full rounded border p-2" name="full_name" placeholder="Full name" required><input class="w-full rounded border p-2" name="designation" placeholder="Designation"><input class="w-full rounded border p-2" name="pan" placeholder="PAN"><input class="w-full rounded border p-2" name="din" placeholder="DIN"><input class="w-full rounded border p-2" type="date" name="date_of_birth"><input class="w-full rounded border p-2" type="date" name="appointment_date"><input class="w-full rounded border p-2" name="mobile" placeholder="Mobile"><input class="w-full rounded border p-2" name="email" placeholder="Email"><label><input type="checkbox" name="authorised_signatory"> Authorised signatory</label><button class="rounded bg-brand-600 px-3 py-2 text-white">Add Person</button></form><form method="post" action="/registrations/clients/{{client.id}}/records" class="space-y-2 rounded-xl border bg-white p-4"><h2 class="font-semibold">Add Registration</h2><input type="hidden" name="csrf_token" value="{{csrf_token}}"><select class="w-full rounded border p-2" name="registration_type_id">{% for x in types %}<option value="{{x.id}}">{{x.name}}</option>{% endfor %}</select><select class="w-full rounded border p-2" name="related_person_id"><option value="">Client/entity</option>{% for p in people %}<option value="{{p.id}}">{{p.full_name}}</option>{% endfor %}</select><input class="w-full rounded border p-2" name="registration_number" placeholder="Registration number" required><input class="w-full rounded border p-2" name="jurisdiction" placeholder="Jurisdiction"><input class="w-full rounded border p-2" type="date" name="issue_date"><input class="w-full rounded border p-2" type="date" name="effective_from"><label class="text-xs">Valid until</label><input class="w-full rounded border p-2" type="date" name="valid_until"><label class="text-xs">Next update/confirmation</label><input class="w-full rounded border p-2" type="date" name="next_action_date"><select class="w-full rounded border p-2" name="lifecycle_rule_id"><option value="">Automatic rule</option>{% for r in rules %}<option value="{{r.id}}">Rule {{r.id}} — {{r.cycle_type}}</option>{% endfor %}</select><select class="w-full rounded border p-2" name="assigned_consultant_id"><option value="">No consultant</option>{% for c in consultants %}<option value="{{c.id}}">{{c.display_name or c.name or ('Consultant #' ~ c.id)}}</option>{% endfor %}</select><label><input type="checkbox" name="auto_create_task" checked> Auto-create renewal work</label><button class="rounded bg-brand-600 px-3 py-2 text-white">Add Registration</button></form><form method="post" action="/registrations/clients/{{client.id}}/dsc" class="space-y-2 rounded-xl border bg-white p-4"><h2 class="font-semibold">Add DSC</h2><input type="hidden" name="csrf_token" value="{{csrf_token}}"><select class="w-full rounded border p-2" name="related_person_id" required>{% for p in people %}<option value="{{p.id}}">{{p.full_name}}</option>{% endfor %}</select><input class="w-full rounded border p-2" name="certificate_serial_number" placeholder="Certificate serial"><input class="w-full rounded border p-2" name="provider" placeholder="Provider"><input class="w-full rounded border p-2" name="token_make" placeholder="Token make"><input class="w-full rounded border p-2" name="class_type" placeholder="Class/type"><input class="w-full rounded border p-2" type="date" name="issued_on"><label class="text-xs">Expiry date</label><input class="w-full rounded border p-2" type="date" name="expires_on" required><input class="w-full rounded border p-2" name="custody_location" placeholder="Custody location"><select class="w-full rounded border p-2" name="renewal_responsibility"><option value="firm">Firm</option><option value="client">Client</option><option value="consultant">Consultant</option></select><button class="rounded bg-brand-600 px-3 py-2 text-white">Add DSC</button></form></div>{% endif %}</div>{% endblock %}
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