{{ customer.name or 'Unknown Customer' }}

{{ customer.vehicle_description or 'Unknown Vehicle' }} • {{ customer.reg or 'No Reg' }}

{% if customer.stage %} {{ customer.stage }}m {% endif %}
{% if customer.hot_flag %}
🔥 Hot match – meets equity & payment for this offer
{% endif %}

True Equity

{% if customer.true_equity is not none %} £{{ "{:,.0f}".format(customer.true_equity) }} {% else %} — {% endif %}

{% if customer.equity_trend %}
{% for period, direction in customer.equity_trend.items() %} {{ period }} {% if direction == 'up' %} {% elif direction == 'down' %} {% else %} — {% endif %} {% endfor %}
{% endif %}

Current Payment

{% if customer.current_payment is not none %} £{{ "{:,.0f}".format(customer.current_payment) }}/mo {% else %} — {% endif %}

TCO Payment

{% if customer.tco_payment is not none %} £{{ "{:,.0f}".format(customer.tco_payment) }}/mo {% else %} — {% endif %}

Mileage

{% if customer.current_mileage is not none %} {{ "{:,.0f}".format(customer.current_mileage) }} {% else %} — {% endif %}

Appointments

{% if customer.advisor %} Advisor: {{ customer.advisor }} {% endif %}
{% if customer.next_appointment %}

{{ customer.next_appointment.date }} at {{ customer.next_appointment.time }}

{{ customer.next_appointment.type or 'Visit' }} • {{ customer.next_appointment.status or 'Booked' }}

{% else %}

No upcoming appointment

{% endif %} {% if customer.past_appointments and customer.past_appointments|length > 0 %}
{% for appt in customer.past_appointments %}
{{ appt.date }} • {{ appt.type or 'Visit' }} • {{ appt.status }}
{% endfor %}
{% endif %}
{% if customer.campaign_name %}

Campaign

{{ customer.campaign_name }}

{% endif %} {% if customer.flags and customer.flags|length > 0 %}

Flags

{% for flag in customer.flags %} {{ flag.label }} {% endfor %}
{% endif %}

Status

{{ customer.conversation_status or 'Active' }}

{% if customer.notes and customer.notes|length > 0 %}
{% for note in customer.notes %}
{{ note.author or 'Manager' }} • {{ note.created_at }}

{{ note.content }}

{% endfor %}
{% else %}

No notes yet

{% endif %}
{% if customer.chat_history and customer.chat_history|length > 0 %}
{% for msg in customer.chat_history[-10:] %}
{{ msg.body[:100] }}{% if msg.body|length > 100 %}...{% endif %}

{{ msg.timestamp }}

{% endfor %}
{% if customer.chat_history|length > 10 %}

Showing last 10 messages. View full history

{% endif %} {% else %}

No chat history

{% endif %}