{{ $pensionCase->case_number ?? $pensionCase->displayId }}
{{-- LEFT: CASE CARD --}}
@if($pensionCase->claim_type) {{ strtoupper($pensionCase->claim_type) }} @endif @if($pensionCase->is_open) Open @else Closed @endif @if($pensionCase->vulnerable_client_flag || $pensionCase->vulnerable_client_flag_2) Vulnerable @endif @if($pensionCase->do_not_contact) DNC @endif
{{ $pensionCase->case_number ?? $pensionCase->displayId }}
@if($pensionCase->sf_case_id)
SF: {{ $pensionCase->sf_case_id }}
@endif
@if($pensionCase->claim_subject)
Subject: {{ $pensionCase->claim_subject }}
@endif @if($pensionCase->case_owner)
Owner: {{ $pensionCase->case_owner }}
@endif @if($pensionCase->claims_writer)
Claims Writer: {{ $pensionCase->claims_writer }}
@endif @if($pensionCase->file_investigator)
Investigator: {{ $pensionCase->file_investigator }}
@endif @if($pensionCase->priority)
Priority: {{ $pensionCase->priority }}
@endif @if($pensionCase->opened_at)
Opened: {{ $pensionCase->opened_at->format('d/m/Y') }}
@endif
@if($pensionCase->client->phone_number) {{ $pensionCase->client->phone_number }} @else — @endif
@if($pensionCase->client->landline) {{ $pensionCase->client->landline }} @else — @endif
@if($pensionCase->client->email_address) {{ $pensionCase->client->email_address }} @else — @endif
{{ $pensionCase->national_insurance ?? $pensionCase->client->pensionCases->first()?->national_insurance ?? $pensionCase->client->willsCases->first()?->national_insurance ?? '—' }}

@if($pensionCase->client->currentAddress()->exists()) {!! $pensionCase->client->currentAddress->asHtml() !!} @else — @endif

Occuaption: {{ $pensionCase->client->occupation ?? '—' }}
Industry: {{ $pensionCase->client->industry ?? '—' }}
Employees: {{ $pensionCase->client->employees ?? '—' }}

Actions
@can('edit', $pensionCase) Edit Case @endcan @can('edit', $pensionCase->client) Edit Client @endcan View Client
{{-- STATUS --}}
{{-- CENTER: TABS --}}
{{-- TAB NAV --}}
@include('components.skeleton.tab-content')
{{-- OVERVIEW --}} @if($activeTab === 'overview')
Claim Subject{{ $pensionCase->claim_subject ?? '—' }}
Claim Basis{{ $pensionCase->claim_basis ?? '—' }}
Priority{{ $pensionCase->priority ?? '—' }}
Case Owner{{ $pensionCase->case_owner ?? '—' }}
Claims Writer{{ $pensionCase->claims_writer ?? '—' }}
File Investigator{{ $pensionCase->file_investigator ?? '—' }}
Fee Structure{{ $pensionCase->fee_structure ?? '—' }}
Account Name{{ $pensionCase->account_name ?? '—' }}
@if($pensionCase->additional_claims_info)
Additional Claims Info

{{ $pensionCase->additional_claims_info }}

@endif @if($pensionCase->detail_of_outstanding_evidence)
Outstanding Evidence

{{ $pensionCase->detail_of_outstanding_evidence }}

@endif @if($pensionCase->reasons_for_not_proceeding)
Reasons Not Proceeding

{{ $pensionCase->reasons_for_not_proceeding }}

@endif
{{-- KEY DETAILS --}} @elseif($activeTab === 'key-details')
Date of Birth @if($pensionCase->client->date_of_birth) {{ $pensionCase->client->date_of_birth->format('d/m/Y') }} ({{ $pensionCase->client->date_of_birth->age }}) @else — @endif
Additional Claims Info{!! $pensionCase->additional_claims_info ? nl2br(e($pensionCase->additional_claims_info)) : '—' !!}
NI Number{{ $pensionCase->national_insurance ?? '—' }}
CMC Reference{{ $pensionCase->cmc_client_reference ?? '—' }}
Detail of Outstanding Evidence{!! $pensionCase->detail_of_outstanding_evidence ? nl2br(e($pensionCase->detail_of_outstanding_evidence)) : '—' !!}
Underlying Investment{{ $pensionCase->underlying_investment ?? '—' }}
Investment Library{{ $pensionCase->investment_library ?? '—' }}
PCP Subject{{ $pensionCase->pcp_subject ?? '—' }}
FSCS Contact Name{{ $pensionCase->fscs_contact_name ?? '—' }}
FSCS Contact Ref{{ $pensionCase->fscs_contact_reference ?? '—' }}
FSCS Reference{{ $pensionCase->fscs_reference ?? '—' }}
Car Reg{{ $pensionCase->car_reg ?? '—' }}
ATC{{ $pensionCase->atc ?? '—' }}
TOB Issued By{{ $pensionCase->tob_issued_by ?? '—' }}
SAR To{{ $pensionCase->sar_to ?? '—' }}
SAR Received{{ $pensionCase->sar_received_from ?? '—' }}
Lead Source{{ $pensionCase->leadSource?->display_name ?? '—' }}
Lead Source CPF (legacy){{ $pensionCase->lead_source_cpf ?? '—' }}
{{-- STATUSES --}} @elseif($activeTab === 'statuses')
Case Status{{ $pensionCase->status?->display_name ?? '—' }}
Settlement Status{{ $pensionCase->settlement_status ?? '—' }}
Bank Claim Status{{ $pensionCase->bank_claim_status ?? '—' }}
FOS Claim Status{{ $pensionCase->fos_claim_status ?? '—' }}
FSCS Claim Status{{ $pensionCase->fscs_claim_status ?? '—' }}
Client Settlement Instruction{{ $pensionCase->client_settlement_instruction ?? '—' }}
Reasons Not Proceeding{{ $pensionCase->reasons_for_not_proceeding ?? '—' }}
Vulnerable Client 1@if($pensionCase->vulnerable_client_flag)Yes@elseNo@endif
Vulnerable Client 2@if($pensionCase->vulnerable_client_flag_2)Yes@elseNo@endif
Vulnerable Client Details 1{{ $pensionCase->vulnerable_client_details ?? '—' }}
Vulnerable Client Details 2{{ $pensionCase->vulnerable_client_details_2 ?? '—' }}
Special Contact Req. 1@if($pensionCase->special_contact_requirements_flag)Yes@elseNo@endif
Special Contact Req. 2@if($pensionCase->special_contact_requirements_flag_2)Yes@elseNo@endif
Special Contact Req. Details{{ $pensionCase->special_contact_requirements_details ?? '—' }}
SMS Opt Out@if($pensionCase->sms_opt_out)Yes@elseNo@endif
Do Not Contact@if($pensionCase->do_not_contact)Yes@elseNo@endif
IFA Referred@if($pensionCase->ifa_referred)Yes@elseNo@endif
Client In Dispute@if($pensionCase->client_in_dispute)Yes@elseNo@endif
SAR Sent@if($pensionCase->sar_sent)Yes@elseNo@endif
SAR Received@if($pensionCase->sar_received)Yes@elseNo@endif
Fee Capping@if($pensionCase->fee_capping_flag)Yes@elseNo@endif
ATC Received@if($pensionCase->atc_received)Yes@elseNo@endif
{{-- FINANCIALS --}} @elseif($activeTab === 'financials')
Settlement to Date (Raw){{ $pensionCase->settlement_to_date_raw ?: '—' }}
Settlement to Date (New){{ $pensionCase->settlement_to_date_new ? '£'.number_format($pensionCase->settlement_to_date_new, 2) : '—' }}
Projected Future Settlement{{ $pensionCase->projected_future_settlement ? '£'.number_format($pensionCase->projected_future_settlement, 2) : '—' }}
Quantum{{ $pensionCase->quantum ? '£'.number_format($pensionCase->quantum, 2) : '—' }}
CPFC Fee %{{ $pensionCase->cpfc_fee_percentage ? $pensionCase->cpfc_fee_percentage.'%' : '—' }}
CPFC Fee Total (Nett){{ $pensionCase->cpfc_fee_total_nett ? '£'.number_format($pensionCase->cpfc_fee_total_nett, 2) : '—' }}
Our Fees % (Raw){{ $pensionCase->our_fees_percentage_raw ?: '—' }}
{{-- DATES --}} @elseif($activeTab === 'dates')
@foreach([ 'issued_tob_date' => 'TOB Issued', 'tob_in_date' => 'TOB In', 'ifa_referred_date' => 'IFA Referred', 'application_submitted_date' => 'Application Submitted', 'date_requested_evidence' => 'Evidence Requested', 'fos_allocated_date' => 'FOS Allocated', 'fos_app_submitted_date' => 'FOS App Submitted', 'fos_app_written_sent_to_client_date' => 'FOS App Written / Sent to Client', 'fos_complaint_letter_sent_to_client_date' => 'FOS Complaint Letter Sent', 'fos_initial_complaint_sent_date' => 'FOS Initial Complaint Sent', 'fos_under_review_with_investigator_date' => 'FOS Under Review with Investigator', 'fscs_allocated_date' => 'FSCS Allocated', 'sar_sent_date' => 'SAR Sent', 'sar_received_date' => 'SAR Received', 'sar_reviewed_scanned_date' => 'SAR Reviewed / Scanned', 'application_out_for_signature_date' => 'Application Out for Signature', 'allocated_to_investigator_date' => 'Allocated to Investigator', 'atc_received_date' => 'ATC Received', 'ifa_refer_opted_out_date' => 'IFA Refer Opted Out', ] as $field => $label)
{{ $label }} {{ $pensionCase->$field ? $pensionCase->$field->format('d/m/Y') : '—' }}
@endforeach
Case Info
Contact: Created Date {{ $pensionCase->created_at->format('d/m/Y') }}
Created By {{ $pensionCase->created_by ?? '—' }}
Case Last Modified By {{ $pensionCase->case_last_modified_by ?? '—' }}
Case Last Modified {{ $pensionCase->case_last_modified_at ? $pensionCase->case_last_modified_at->format('d/m/Y H:i') : '—' }}
{{-- COMMENTS --}} @elseif($activeTab === 'comments') {{-- INTERIMS --}} @elseif($activeTab === 'interims') {{-- SMS --}} @elseif($activeTab === 'sms') @if($pensionCase->sms_opt_out || $pensionCase->do_not_contact)
SMS is disabled for this client @if($pensionCase->sms_opt_out) (SMS opt-out) @endif @if($pensionCase->do_not_contact) (Do Not Contact) @endif.
@else @endif {{-- TASKS --}} @elseif($activeTab === 'tasks') {{-- DOCUMENTS --}} @elseif($activeTab === 'documents') {{-- HISTORY --}} @elseif($activeTab === 'history') @endif