{% extends "base.html" %} {% block title %}Client · {{ client.last_name }}, {{ client.first_name }} · Delphi Database{% endblock %} {% block content %}
Back

Client

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 '' }}
Email
{% if client.email %} {{ client.email }} {% else %} No email {% endif %}
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 %}
Phones
{% if client.phones and client.phones|length > 0 %} {% for p in client.phones %} {% endfor %} {% else %} {% endif %}
Number Type Actions
{{ p.phone_number }} {{ p.phone_type or '' }}
No phones.
Related Cases
{% set status_filter = request.query_params.get('status') or 'all' %} All Open Closed
{% 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') %} {% endif %} {% endfor %} {% else %} {% endif %}
File # Description Status Opened Actions
{{ 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
No related cases linked.
{% endblock %}