{% extends "base.html" %}
{% block title %}Client · {{ client.last_name }}, {{ client.first_name }} · Delphi Database{% endblock %}
{% block content %}
Name
{{ client.prefix or '' }} {{ client.first_name or '' }} {{ client.middle_name or '' }} {{ client.last_name or '' }} {{ client.suffix or '' }}
Company
{{ client.company or '' }}
Legacy Rolodex Id
{{ client.rolodex_id or '' }}
Address
{{ client.address or '' }}
City
{{ client.city or '' }}
State
{{ client.state or '' }}
ZIP
{{ client.zip_code or '' }}
Group
{{ client.group or '' }}
DOB
{{ client.dob.strftime('%Y-%m-%d') if client.dob else '' }}
SS#
{{ client.ssn or '' }}
Legal Status
{{ client.legal_status or '' }}
Memo / Notes
{% if client.memo %}
{{ client.memo }}
{% else %}
No notes available
{% endif %}
| Number |
Type |
Actions |
{% if client.phones and client.phones|length > 0 %}
{% for p in client.phones %}
| {{ p.phone_number }} |
{{ p.phone_type or '' }} |
|
{% endfor %}
{% else %}
| No phones. |
{% endif %}
| File # |
Description |
Status |
Opened |
Actions |
{% set sorted_cases = client.cases | sort(attribute='open_date', reverse=True) %}
{% if sorted_cases and sorted_cases|length > 0 %}
{% for c in sorted_cases %}
{% if status_filter == 'all' or (status_filter == 'open' and (c.status != 'closed')) or (status_filter == 'closed' and c.status == 'closed') %}
| {{ c.file_no }} |
{{ c.description or '' }} |
{% if c.status == 'closed' %}
Closed
{% else %}
Open
{% endif %}
|
{{ c.open_date.strftime('%Y-%m-%d') if c.open_date else '—' }} |
QDRO
|
{% endif %}
{% endfor %}
{% else %}
| No related cases linked. |
{% endif %}
{% endblock %}