Client Portal

Welcome, {{ $client->name }}

{{ $serviceType }} workspace - {{ $client->client_code }}

@if ($showLoans) Loan Desk @endif @if ($showTax) Tax & Accounts @endif Documents Support

Personalized finance desk

Your dashboard is tuned for {{ $serviceType }}.

We only show the workflows you selected during registration, so your portal stays simple and focused.

@foreach ([ 'Profile' => $client->phone ?: 'Phone pending', 'Documents' => $documents->count().' uploaded', 'Tickets' => $tickets->where('status', 'open')->count().' open', 'Approval' => str($client->status)->headline(), ] as $label => $value)

{{ $label }}

{{ $value }}

@endforeach

Next Best Actions

@if ($showLoans) Review loan status or submit a loan request @endif @if ($showTax) Create tax profile and upload bills for accounting @endif Upload missing documents for OCR extraction Ask the operations team for help
@foreach ([ 'Loan Applications' => $showLoans ? $client->loanApplications->count() : 'Hidden', 'Tax Profiles' => $showTax ? $client->taxProfiles->count() : 'Hidden', 'Businesses' => $showTax ? $client->businesses->count() : 'Hidden', 'Documents' => $documents->count(), ] as $label => $value)

{{ $label }}

{{ $value }}

@endforeach
@if ($showLoans)

My Loan Tracker

Loaning menu
@forelse ($client->loanApplications as $loan)

{{ $loan->application_no }} - {{ $loan->loan_type }}

NPR {{ number_format($loan->requested_amount, 2) }} for {{ number_format($loan->tenure_months / 12, 1) }} years

{{ $loan->status }}
@php $steps = config('lekha.loan_statuses'); $index = max(1, array_search($loan->status, $steps, true) + 1); $percent = min(100, round(($index / count($steps)) * 100)); @endphp
@empty

No loan applications yet.

@endforelse
@csrf

Request Loan Review

@endif @if ($showTax)

Tax & Accounting Desk

PAN/VAT, business profile, tax clearance, accounting summaries and bill uploads.

Tax related menu
@csrf

Business / PAN Profile

Accounting Snapshot

@forelse ($accountingSummary as $section => $metrics)

{{ str($section)->headline() }}

@foreach ($metrics as $metric => $value)
{{ str($metric)->headline() }} NPR {{ number_format((float) $value, 2) }}
@endforeach
@empty

Save your business profile and upload bills to build accounting reports.

@endforelse

Tax Clearances

@forelse ($client->taxProfiles as $profile)

PAN {{ $profile->pan_number ?: 'Not set' }}

@forelse ($profile->clearances as $clearance) {{ $clearance->fiscal_year }} - {{ $clearance->status }} @empty No fiscal years created yet. @endforelse
@empty

No tax profile yet.

@endforelse

Businesses

@forelse ($client->businesses as $business)

{{ $business->business_name }}

{{ $business->business_type }} - PAN {{ $business->pan_number ?: 'Not set' }}

@empty

No business profile yet.

@endforelse
@endif
@csrf

Upload Documents for OCR

Recent Documents

@forelse ($documents as $document)

{{ $document->title }}

{{ $document->document_type }} - {{ $document->status }}

@empty

No uploaded documents yet.

@endforelse
@csrf

Open Support Ticket