feat: client extra fields + KYC home-visit & video-KYC dialogs

- Add Education Level, Degree/Qualification, Religion, Social Category dropdowns (individual clients) with dependent filtering on the create/edit/preview/view flows
- Add Agriculture Income & Non-Agriculture Income fields under Financial & Classification
- Gate Save with a Verify Client alert dialog when sanctions screening is not yet performed
- Trim Office Name and CKYC Number columns from clients list; widen table to fill container
- Remove DIP/Screening log IDs from preview and personal-data tabs
- Rename "Branch Visit" to "Home Visit" across KYC management
- Wire Take Action: open dedicated dialogs for Schedule Home Visit (officer + datetime) and Send Video KYC link (channels + officer + 48h expiry + session preview)
- Migrate Signatory and Guardian image dialogs to inject() for prefer-inject lint rule

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Aditya
2026-04-27 16:36:58 +05:30
co-authored by Claude Opus 4.7
parent d72e969dc3
commit 52e3395345
15 changed files with 4021 additions and 997 deletions
@@ -88,14 +88,18 @@
}
@if (client?.dateOfBirth) {
<div class="preview-field">
<span class="preview-label">{{ client.legalFormId === LegalFormId.PERSON ? 'Date of Birth' : 'Incorporation Date' }}</span>
<span class="preview-label">{{
client.legalFormId === LegalFormId.PERSON ? 'Date of Birth' : 'Incorporation Date'
}}</span>
<span class="preview-value">{{ client.dateOfBirth | dateFormat }}</span>
</div>
}
@if (client?.legalFormId === LegalFormId.PERSON && client?.genderId) {
<div class="preview-field">
<span class="preview-label">Gender</span>
<span class="preview-value">{{ client.genderId | find: clientTemplate.genderOptions : 'id' : 'name' }}</span>
<span class="preview-value">{{
client.genderId | find: clientTemplate.genderOptions : 'id' : 'name'
}}</span>
</div>
}
@if (client?.legalFormId) {
@@ -107,13 +111,17 @@
@if (client?.officeId) {
<div class="preview-field">
<span class="preview-label">Office</span>
<span class="preview-value">{{ client.officeId | find: clientTemplate.officeOptions : 'id' : 'name' }}</span>
<span class="preview-value">{{
client.officeId | find: clientTemplate.officeOptions : 'id' : 'name'
}}</span>
</div>
}
@if (client?.staffId) {
<div class="preview-field">
<span class="preview-label">Staff</span>
<span class="preview-value">{{ client.staffId | find: clientTemplate.staffOptions : 'id' : 'displayName' }}</span>
<span class="preview-value">{{
client.staffId | find: clientTemplate.staffOptions : 'id' : 'displayName'
}}</span>
</div>
}
@if (client?.legalFormId === LegalFormId.PERSON) {
@@ -134,10 +142,42 @@
<span class="preview-value">{{ client.maritalStatusId | find: maritalStatusOptions : 'id' : 'name' }}</span>
</div>
}
@if (client?.educationLevelId) {
<div class="preview-field">
<span class="preview-label">Education Level</span>
<span class="preview-value">{{
client.educationLevelId | find: educationLevelOptions : 'id' : 'name'
}}</span>
</div>
}
@if (client?.degreeQualificationId) {
<div class="preview-field">
<span class="preview-label">Degree / Qualification</span>
<span class="preview-value">{{
client.degreeQualificationId | find: degreeQualificationOptions : 'id' : 'name'
}}</span>
</div>
}
@if (client?.religionId) {
<div class="preview-field">
<span class="preview-label">Religion</span>
<span class="preview-value">{{ client.religionId | find: religionOptions : 'id' : 'name' }}</span>
</div>
}
@if (client?.socialCategoryId) {
<div class="preview-field">
<span class="preview-label">Social Category</span>
<span class="preview-value">{{
client.socialCategoryId | find: socialCategoryOptions : 'id' : 'name'
}}</span>
</div>
}
@if (client?.salutationId) {
<div class="preview-field">
<span class="preview-label">Salutation</span>
<span class="preview-value">{{ client.salutationId | find: clientTemplate.salutationOptions : 'id' : 'name' }}</span>
<span class="preview-value">{{
client.salutationId | find: clientTemplate.salutationOptions : 'id' : 'name'
}}</span>
</div>
}
@if (client?.ageYears != null) {
@@ -150,7 +190,11 @@
<div class="preview-field">
<span class="preview-label">Minor</span>
<span class="preview-value">
<span [class]="client.isMinor ? 'preview-badge preview-badge--danger' : 'preview-badge preview-badge--verified'">
<span
[class]="
client.isMinor ? 'preview-badge preview-badge--danger' : 'preview-badge preview-badge--verified'
"
>
{{ client.isMinor ? 'Yes (Age < 10)' : 'No' }}
</span>
</span>
@@ -172,13 +216,19 @@
@if (client.clientNonPersonDetails.constitutionId) {
<div class="preview-field">
<span class="preview-label">Constitution</span>
<span class="preview-value">{{ client.clientNonPersonDetails.constitutionId | find: clientTemplate.clientNonPersonConstitutionOptions : 'id' : 'name' }}</span>
<span class="preview-value">{{
client.clientNonPersonDetails.constitutionId
| find: clientTemplate.clientNonPersonConstitutionOptions : 'id' : 'name'
}}</span>
</div>
}
@if (client.clientNonPersonDetails.mainBusinessLineId) {
<div class="preview-field">
<span class="preview-label">Main Business Line</span>
<span class="preview-value">{{ client.clientNonPersonDetails.mainBusinessLineId | find: clientTemplate.clientNonPersonMainBusinessLineOptions : 'id' : 'name' }}</span>
<span class="preview-value">{{
client.clientNonPersonDetails.mainBusinessLineId
| find: clientTemplate.clientNonPersonMainBusinessLineOptions : 'id' : 'name'
}}</span>
</div>
}
@if (client.clientNonPersonDetails.incorpNumber) {
@@ -215,17 +265,15 @@
<div class="preview-field">
<span class="preview-label">DIP Verification</span>
<span class="preview-value">
<span [class]="client?.dipVerified ? 'preview-badge preview-badge--verified' : 'preview-badge preview-badge--pending'">
<span
[class]="
client?.dipVerified ? 'preview-badge preview-badge--verified' : 'preview-badge preview-badge--pending'
"
>
{{ client?.dipVerified ? 'Verified' : 'Pending' }}
</span>
</span>
</div>
@if (client?.dipLookupLogId) {
<div class="preview-field">
<span class="preview-label">DIP Lookup Log ID</span>
<span class="preview-value mono">{{ client.dipLookupLogId }}</span>
</div>
}
@if (client?.alternateMobileNo) {
<div class="preview-field">
<span class="preview-label">Alternate Mobile No</span>
@@ -236,18 +284,18 @@
<div class="preview-field">
<span class="preview-label">Alternate DIP Verification</span>
<span class="preview-value">
<span [class]="client?.alternateDipVerified ? 'preview-badge preview-badge--verified' : 'preview-badge preview-badge--pending'">
<span
[class]="
client?.alternateDipVerified
? 'preview-badge preview-badge--verified'
: 'preview-badge preview-badge--pending'
"
>
{{ client?.alternateDipVerified ? 'Verified' : 'Pending' }}
</span>
</span>
</div>
}
@if (client?.alternateDipLookupLogId) {
<div class="preview-field">
<span class="preview-label">Alternate DIP Lookup Log ID</span>
<span class="preview-value mono">{{ client.alternateDipLookupLogId }}</span>
</div>
}
@if (client?.emailAddress) {
<div class="preview-field">
<span class="preview-label">Email Address</span>
@@ -257,78 +305,103 @@
<div class="preview-field">
<span class="preview-label">Name Verification (Sanctions)</span>
<span class="preview-value">
<span [class]="client?.nameVerified ? 'preview-badge preview-badge--verified' : 'preview-badge preview-badge--danger'">
{{ client?.nameVerified ? 'Verified — Clear' : (client?.nameVerified === false ? 'Sanctions Match' : 'Pending') }}
<span
[class]="
client?.nameVerified ? 'preview-badge preview-badge--verified' : 'preview-badge preview-badge--danger'
"
>
{{
client?.nameVerified
? 'Verified — Clear'
: client?.nameVerified === false
? 'Sanctions Match'
: 'Pending'
}}
</span>
</span>
</div>
@if (client?.screeningLogId) {
<div class="preview-field">
<span class="preview-label">Screening Log ID</span>
<span class="preview-value mono">{{ client.screeningLogId }}</span>
</div>
}
</div>
</div>
</div>
<!-- Financial & Classification (Individual only) -->
@if (client?.legalFormId !== 2) {
<div class="info-card">
<div class="card-header">
<fa-icon icon="chart-line" class="card-icon"></fa-icon>
<span>Financial &amp; Classification</span>
</div>
<div class="card-body">
<div class="preview-grid">
@if (client?.occupationCategoryId) {
<div class="preview-field">
<span class="preview-label">Occupation Category</span>
<span class="preview-value">{{ client.occupationCategoryId | find: clientTemplate.occupationCategoryOptions : 'id' : 'name' }}</span>
</div>
}
@if (client?.occupationId) {
<div class="preview-field">
<span class="preview-label">Occupation</span>
<span class="preview-value">{{ client.occupationId | find: clientTemplate.occupationOptions : 'id' : 'name' }}</span>
</div>
}
@if (client?.clientTypeId) {
<div class="preview-field">
<span class="preview-label">Client Type</span>
<span class="preview-value">{{ client.clientTypeId | find: clientTemplate.clientTypeOptions : 'id' : 'name' }}</span>
</div>
}
@if (client?.clientClassificationId) {
<div class="preview-field">
<span class="preview-label">Client Classification</span>
<span class="preview-value">{{ client.clientClassificationId | find: clientTemplate.clientClassificationOptions : 'id' : 'name' }}</span>
</div>
}
@if (client?.monthlyIncome) {
<div class="preview-field">
<span class="preview-label">Monthly Income</span>
<span class="preview-value">₹ {{ client.monthlyIncome | number }}</span>
</div>
}
@if (client?.annualTurnover) {
<div class="preview-field">
<span class="preview-label">Annual Turnover</span>
<span class="preview-value">₹ {{ client.annualTurnover | number }}</span>
</div>
}
@if (!client?.occupationCategoryId && !client?.occupationId && !client?.clientTypeId && !client?.clientClassificationId && !client?.monthlyIncome && !client?.annualTurnover) {
<div class="preview-field full-width">
<span class="preview-value no-data">No classification data provided</span>
</div>
}
<div class="info-card">
<div class="card-header">
<fa-icon icon="chart-line" class="card-icon"></fa-icon>
<span>Financial &amp; Classification</span>
</div>
<div class="card-body">
<div class="preview-grid">
@if (client?.occupationCategoryId) {
<div class="preview-field">
<span class="preview-label">Occupation Category</span>
<span class="preview-value">{{
client.occupationCategoryId | find: clientTemplate.occupationCategoryOptions : 'id' : 'name'
}}</span>
</div>
}
@if (client?.occupationId) {
<div class="preview-field">
<span class="preview-label">Occupation</span>
<span class="preview-value">{{
client.occupationId | find: clientTemplate.occupationOptions : 'id' : 'name'
}}</span>
</div>
}
@if (client?.clientTypeId) {
<div class="preview-field">
<span class="preview-label">Client Type</span>
<span class="preview-value">{{
client.clientTypeId | find: clientTemplate.clientTypeOptions : 'id' : 'name'
}}</span>
</div>
}
@if (client?.clientClassificationId) {
<div class="preview-field">
<span class="preview-label">Client Classification</span>
<span class="preview-value">{{
client.clientClassificationId | find: clientTemplate.clientClassificationOptions : 'id' : 'name'
}}</span>
</div>
}
@if (client?.monthlyIncome) {
<div class="preview-field">
<span class="preview-label">Monthly Income</span>
<span class="preview-value">₹ {{ client.monthlyIncome | number }}</span>
</div>
}
@if (client?.annualTurnover) {
<div class="preview-field">
<span class="preview-label">Annual Turnover</span>
<span class="preview-value">₹ {{ client.annualTurnover | number }}</span>
</div>
}
@if (
!client?.occupationCategoryId &&
!client?.occupationId &&
!client?.clientTypeId &&
!client?.clientClassificationId &&
!client?.monthlyIncome &&
!client?.annualTurnover
) {
<div class="preview-field full-width">
<span class="preview-value no-data">No classification data provided</span>
</div>
}
</div>
</div>
</div>
</div>
}
<!-- KYC Details -->
@if (kycData?.panNumber || kycData?.aadhaarNumberMasked || kycData?.gstinNumber || kycData?.enterprisePan || kycData?.cinNumber) {
@if (
kycData?.panNumber ||
kycData?.aadhaarNumberMasked ||
kycData?.gstinNumber ||
kycData?.enterprisePan ||
kycData?.cinNumber
) {
<div class="info-card">
<div class="card-header">
<fa-icon icon="fingerprint" class="card-icon"></fa-icon>
@@ -391,9 +464,13 @@
<div class="preview-field">
<span class="preview-label">Risk Category</span>
<span class="preview-value">
@if (kycData.riskCategory === 1) { Low Risk }
@else if (kycData.riskCategory === 2) { Medium Risk }
@else if (kycData.riskCategory === 3) { High Risk }
@if (kycData.riskCategory === 1) {
Low Risk
} @else if (kycData.riskCategory === 2) {
Medium Risk
} @else if (kycData.riskCategory === 3) {
High Risk
}
</span>
</div>
}
@@ -414,7 +491,7 @@
<div class="card-header">
<fa-icon icon="user-shield" class="card-icon"></fa-icon>
<span>Guardian Details</span>
<span class="preview-badge preview-badge--info" style="margin-left:auto">Minor</span>
<span class="preview-badge preview-badge--info" style="margin-left: auto">Minor</span>
</div>
<div class="card-body">
<div class="preview-grid">
@@ -450,7 +527,13 @@
<div class="preview-field">
<span class="preview-label">Status</span>
<span class="preview-value">
<span [class]="guardian.status?.value === 'Active' ? 'preview-badge preview-badge--verified' : 'preview-badge preview-badge--pending'">
<span
[class]="
guardian.status?.value === 'Active'
? 'preview-badge preview-badge--verified'
: 'preview-badge preview-badge--pending'
"
>
{{ guardian.status.value }}
</span>
</span>
@@ -524,7 +607,12 @@
</div>
}
}
@if (!addressData.permanent?.addressLine1 && !addressData.current?.addressLine1 && !addressData.office?.addressLine1 && !addressData.correspondence?.addressLine1) {
@if (
!addressData.permanent?.addressLine1 &&
!addressData.current?.addressLine1 &&
!addressData.office?.addressLine1 &&
!addressData.correspondence?.addressLine1
) {
<div class="preview-field full-width">
<span class="preview-value no-data">No address data provided</span>
</div>
@@ -563,40 +651,76 @@
<div class="card-body">
<div class="preview-grid">
@if (entityClassificationData.msme.udyamRegistrationNumber) {
<div class="preview-field"><span class="preview-label">Udyam Registration No.</span><span class="preview-value mono">{{ entityClassificationData.msme.udyamRegistrationNumber }}</span></div>
<div class="preview-field">
<span class="preview-label">Udyam Registration No.</span
><span class="preview-value mono">{{ entityClassificationData.msme.udyamRegistrationNumber }}</span>
</div>
}
@if (entityClassificationData.msme.msmeClassification) {
<div class="preview-field"><span class="preview-label">MSME Classification</span><span class="preview-value">{{ entityClassificationData.msme.msmeClassification }}</span></div>
<div class="preview-field">
<span class="preview-label">MSME Classification</span
><span class="preview-value">{{ entityClassificationData.msme.msmeClassification }}</span>
</div>
}
@if (entityClassificationData.msme.enterpriseType) {
<div class="preview-field"><span class="preview-label">Enterprise Type</span><span class="preview-value">{{ entityClassificationData.msme.enterpriseType }}</span></div>
<div class="preview-field">
<span class="preview-label">Enterprise Type</span
><span class="preview-value">{{ entityClassificationData.msme.enterpriseType }}</span>
</div>
}
@if (entityClassificationData.msme.nicActivityCode) {
<div class="preview-field"><span class="preview-label">NIC Activity Code</span><span class="preview-value mono">{{ entityClassificationData.msme.nicActivityCode }}</span></div>
<div class="preview-field">
<span class="preview-label">NIC Activity Code</span
><span class="preview-value mono">{{ entityClassificationData.msme.nicActivityCode }}</span>
</div>
}
@if (entityClassificationData.msme.annualTurnover) {
<div class="preview-field"><span class="preview-label">Annual Turnover</span><span class="preview-value">₹ {{ entityClassificationData.msme.annualTurnover }} Cr</span></div>
<div class="preview-field">
<span class="preview-label">Annual Turnover</span
><span class="preview-value">₹ {{ entityClassificationData.msme.annualTurnover }} Cr</span>
</div>
}
@if (entityClassificationData.msme.investmentPlantMachinery) {
<div class="preview-field"><span class="preview-label">Investment (Plant &amp; Machinery)</span><span class="preview-value">₹ {{ entityClassificationData.msme.investmentPlantMachinery }} Cr</span></div>
<div class="preview-field">
<span class="preview-label">Investment (Plant &amp; Machinery)</span
><span class="preview-value">₹ {{ entityClassificationData.msme.investmentPlantMachinery }} Cr</span>
</div>
}
@if (entityClassificationData.msme.financialYearAssessment) {
<div class="preview-field"><span class="preview-label">FY of Assessment</span><span class="preview-value">{{ entityClassificationData.msme.financialYearAssessment }}</span></div>
<div class="preview-field">
<span class="preview-label">FY of Assessment</span
><span class="preview-value">{{ entityClassificationData.msme.financialYearAssessment }}</span>
</div>
}
@if (entityClassificationData.msme.socialCategoryOwner) {
<div class="preview-field"><span class="preview-label">Social Category</span><span class="preview-value">{{ entityClassificationData.msme.socialCategoryOwner }}</span></div>
<div class="preview-field">
<span class="preview-label">Social Category</span
><span class="preview-value">{{ entityClassificationData.msme.socialCategoryOwner }}</span>
</div>
}
@if (entityClassificationData.msme.genderPrimaryOwner) {
<div class="preview-field"><span class="preview-label">Gender of Owner</span><span class="preview-value">{{ entityClassificationData.msme.genderPrimaryOwner }}</span></div>
<div class="preview-field">
<span class="preview-label">Gender of Owner</span
><span class="preview-value">{{ entityClassificationData.msme.genderPrimaryOwner }}</span>
</div>
}
@if (entityClassificationData.msme.noOfEmployees) {
<div class="preview-field"><span class="preview-label">No. of Employees</span><span class="preview-value">{{ entityClassificationData.msme.noOfEmployees }}</span></div>
<div class="preview-field">
<span class="preview-label">No. of Employees</span
><span class="preview-value">{{ entityClassificationData.msme.noOfEmployees }}</span>
</div>
}
@if (entityClassificationData.msme.womenLedEnterprise) {
<div class="preview-field"><span class="preview-label">Women-led Enterprise</span><span class="preview-value"><span class="preview-badge preview-badge--verified">Yes</span></span></div>
<div class="preview-field">
<span class="preview-label">Women-led Enterprise</span
><span class="preview-value"><span class="preview-badge preview-badge--verified">Yes</span></span>
</div>
}
@if (entityClassificationData.msme.divyangPwdOwned) {
<div class="preview-field"><span class="preview-label">Divyang (PWD) Owned</span><span class="preview-value"><span class="preview-badge preview-badge--verified">Yes</span></span></div>
<div class="preview-field">
<span class="preview-label">Divyang (PWD) Owned</span
><span class="preview-value"><span class="preview-badge preview-badge--verified">Yes</span></span>
</div>
}
</div>
</div>
@@ -613,19 +737,34 @@
<div class="card-body">
<div class="preview-grid">
@if (entityClassificationData.startup.dpiitRecognitionNumber) {
<div class="preview-field"><span class="preview-label">DPIIT Recognition No.</span><span class="preview-value mono">{{ entityClassificationData.startup.dpiitRecognitionNumber }}</span></div>
<div class="preview-field">
<span class="preview-label">DPIIT Recognition No.</span
><span class="preview-value mono">{{ entityClassificationData.startup.dpiitRecognitionNumber }}</span>
</div>
}
@if (entityClassificationData.startup.entityStage) {
<div class="preview-field"><span class="preview-label">Entity Stage</span><span class="preview-value">{{ entityClassificationData.startup.entityStage }}</span></div>
<div class="preview-field">
<span class="preview-label">Entity Stage</span
><span class="preview-value">{{ entityClassificationData.startup.entityStage }}</span>
</div>
}
@if (entityClassificationData.startup.sectorAsDpiit) {
<div class="preview-field"><span class="preview-label">Sector (DPIIT)</span><span class="preview-value">{{ entityClassificationData.startup.sectorAsDpiit }}</span></div>
<div class="preview-field">
<span class="preview-label">Sector (DPIIT)</span
><span class="preview-value">{{ entityClassificationData.startup.sectorAsDpiit }}</span>
</div>
}
@if (entityClassificationData.startup.taxExemption80iac) {
<div class="preview-field"><span class="preview-label">80IAC Tax Exemption</span><span class="preview-value"><span class="preview-badge preview-badge--verified">Yes</span></span></div>
<div class="preview-field">
<span class="preview-label">80IAC Tax Exemption</span
><span class="preview-value"><span class="preview-badge preview-badge--verified">Yes</span></span>
</div>
}
@if (entityClassificationData.startup.pslLoanLimit) {
<div class="preview-field"><span class="preview-label">PSL Loan Limit</span><span class="preview-value">₹ {{ entityClassificationData.startup.pslLoanLimit | number }} Cr</span></div>
<div class="preview-field">
<span class="preview-label">PSL Loan Limit</span
><span class="preview-value">₹ {{ entityClassificationData.startup.pslLoanLimit | number }} Cr</span>
</div>
}
</div>
</div>
@@ -642,22 +781,40 @@
<div class="card-body">
<div class="preview-grid">
@if (entityClassificationData.mudra.mudraCategory) {
<div class="preview-field"><span class="preview-label">Mudra Category</span><span class="preview-value">{{ entityClassificationData.mudra.mudraCategory }}</span></div>
<div class="preview-field">
<span class="preview-label">Mudra Category</span
><span class="preview-value">{{ entityClassificationData.mudra.mudraCategory }}</span>
</div>
}
@if (entityClassificationData.mudra.mudraLoanAccountNo) {
<div class="preview-field"><span class="preview-label">Loan Account No.</span><span class="preview-value mono">{{ entityClassificationData.mudra.mudraLoanAccountNo }}</span></div>
<div class="preview-field">
<span class="preview-label">Loan Account No.</span
><span class="preview-value mono">{{ entityClassificationData.mudra.mudraLoanAccountNo }}</span>
</div>
}
@if (entityClassificationData.mudra.sanctionedAmount) {
<div class="preview-field"><span class="preview-label">Sanctioned Amount</span><span class="preview-value">₹ {{ entityClassificationData.mudra.sanctionedAmount | number }}</span></div>
<div class="preview-field">
<span class="preview-label">Sanctioned Amount</span
><span class="preview-value">₹ {{ entityClassificationData.mudra.sanctionedAmount | number }}</span>
</div>
}
@if (entityClassificationData.mudra.lendingInstitutionName) {
<div class="preview-field"><span class="preview-label">Lending Institution</span><span class="preview-value">{{ entityClassificationData.mudra.lendingInstitutionName }}</span></div>
<div class="preview-field">
<span class="preview-label">Lending Institution</span
><span class="preview-value">{{ entityClassificationData.mudra.lendingInstitutionName }}</span>
</div>
}
@if (entityClassificationData.mudra.repaymentStatus) {
<div class="preview-field"><span class="preview-label">Repayment Status</span><span class="preview-value">{{ entityClassificationData.mudra.repaymentStatus }}</span></div>
<div class="preview-field">
<span class="preview-label">Repayment Status</span
><span class="preview-value">{{ entityClassificationData.mudra.repaymentStatus }}</span>
</div>
}
@if (entityClassificationData.mudra.npaFlag) {
<div class="preview-field"><span class="preview-label">NPA Flag</span><span class="preview-value"><span class="preview-badge preview-badge--danger">NPA</span></span></div>
<div class="preview-field">
<span class="preview-label">NPA Flag</span
><span class="preview-value"><span class="preview-badge preview-badge--danger">NPA</span></span>
</div>
}
</div>
</div>
@@ -674,19 +831,36 @@
<div class="card-body">
<div class="preview-grid">
@if (entityClassificationData.eou.eouRegistrationNumber) {
<div class="preview-field"><span class="preview-label">EOU Registration No.</span><span class="preview-value mono">{{ entityClassificationData.eou.eouRegistrationNumber }}</span></div>
<div class="preview-field">
<span class="preview-label">EOU Registration No.</span
><span class="preview-value mono">{{ entityClassificationData.eou.eouRegistrationNumber }}</span>
</div>
}
@if (entityClassificationData.eou.registeredDcZone) {
<div class="preview-field"><span class="preview-label">Registered DC Zone</span><span class="preview-value">{{ entityClassificationData.eou.registeredDcZone }}</span></div>
<div class="preview-field">
<span class="preview-label">Registered DC Zone</span
><span class="preview-value">{{ entityClassificationData.eou.registeredDcZone }}</span>
</div>
}
@if (entityClassificationData.eou.gstinEou) {
<div class="preview-field"><span class="preview-label">GSTIN (EOU)</span><span class="preview-value mono">{{ entityClassificationData.eou.gstinEou }}</span></div>
<div class="preview-field">
<span class="preview-label">GSTIN (EOU)</span
><span class="preview-value mono">{{ entityClassificationData.eou.gstinEou }}</span>
</div>
}
@if (entityClassificationData.eou.annualExportObligation) {
<div class="preview-field"><span class="preview-label">Export Obligation</span><span class="preview-value">₹ {{ entityClassificationData.eou.annualExportObligation | number }} Cr</span></div>
<div class="preview-field">
<span class="preview-label">Export Obligation</span
><span class="preview-value"
>₹ {{ entityClassificationData.eou.annualExportObligation | number }} Cr</span
>
</div>
}
@if (entityClassificationData.eou.adCategoryBankCode) {
<div class="preview-field"><span class="preview-label">AD Bank Code</span><span class="preview-value mono">{{ entityClassificationData.eou.adCategoryBankCode }}</span></div>
<div class="preview-field">
<span class="preview-label">AD Bank Code</span
><span class="preview-value mono">{{ entityClassificationData.eou.adCategoryBankCode }}</span>
</div>
}
</div>
</div>
@@ -703,22 +877,40 @@
<div class="card-body">
<div class="preview-grid">
@if (entityClassificationData.importexport.iecCode) {
<div class="preview-field"><span class="preview-label">IEC Code</span><span class="preview-value mono">{{ entityClassificationData.importexport.iecCode }}</span></div>
<div class="preview-field">
<span class="preview-label">IEC Code</span
><span class="preview-value mono">{{ entityClassificationData.importexport.iecCode }}</span>
</div>
}
@if (entityClassificationData.importexport.iecStatus) {
<div class="preview-field"><span class="preview-label">IEC Status</span><span class="preview-value">{{ entityClassificationData.importexport.iecStatus }}</span></div>
<div class="preview-field">
<span class="preview-label">IEC Status</span
><span class="preview-value">{{ entityClassificationData.importexport.iecStatus }}</span>
</div>
}
@if (entityClassificationData.importexport.tradeType) {
<div class="preview-field"><span class="preview-label">Trade Type</span><span class="preview-value">{{ entityClassificationData.importexport.tradeType }}</span></div>
<div class="preview-field">
<span class="preview-label">Trade Type</span
><span class="preview-value">{{ entityClassificationData.importexport.tradeType }}</span>
</div>
}
@if (entityClassificationData.importexport.primaryHsCode) {
<div class="preview-field"><span class="preview-label">Primary HS Code</span><span class="preview-value mono">{{ entityClassificationData.importexport.primaryHsCode }}</span></div>
<div class="preview-field">
<span class="preview-label">Primary HS Code</span
><span class="preview-value mono">{{ entityClassificationData.importexport.primaryHsCode }}</span>
</div>
}
@if (entityClassificationData.importexport.eefcAccountRequired) {
<div class="preview-field"><span class="preview-label">EEFC Account</span><span class="preview-value"><span class="preview-badge preview-badge--verified">Required</span></span></div>
<div class="preview-field">
<span class="preview-label">EEFC Account</span
><span class="preview-value"><span class="preview-badge preview-badge--verified">Required</span></span>
</div>
}
@if (entityClassificationData.importexport.femaDeclarationObtained) {
<div class="preview-field"><span class="preview-label">FEMA Declaration</span><span class="preview-value"><span class="preview-badge preview-badge--verified">Obtained</span></span></div>
<div class="preview-field">
<span class="preview-label">FEMA Declaration</span
><span class="preview-value"><span class="preview-badge preview-badge--verified">Obtained</span></span>
</div>
}
</div>
</div>
@@ -735,22 +927,40 @@
<div class="card-body">
<div class="preview-grid">
@if (entityClassificationData.psl.pslCategory) {
<div class="preview-field"><span class="preview-label">PSL Category</span><span class="preview-value">{{ entityClassificationData.psl.pslCategory }}</span></div>
<div class="preview-field">
<span class="preview-label">PSL Category</span
><span class="preview-value">{{ entityClassificationData.psl.pslCategory }}</span>
</div>
}
@if (entityClassificationData.psl.pslSubCategory) {
<div class="preview-field"><span class="preview-label">PSL Sub-category</span><span class="preview-value">{{ entityClassificationData.psl.pslSubCategory }}</span></div>
<div class="preview-field">
<span class="preview-label">PSL Sub-category</span
><span class="preview-value">{{ entityClassificationData.psl.pslSubCategory }}</span>
</div>
}
@if (entityClassificationData.psl.pslSanctionedLimit) {
<div class="preview-field"><span class="preview-label">Sanctioned Limit</span><span class="preview-value">₹ {{ entityClassificationData.psl.pslSanctionedLimit | number }}</span></div>
<div class="preview-field">
<span class="preview-label">Sanctioned Limit</span
><span class="preview-value">₹ {{ entityClassificationData.psl.pslSanctionedLimit | number }}</span>
</div>
}
@if (entityClassificationData.psl.fiddReportingCode) {
<div class="preview-field"><span class="preview-label">FIDD Reporting Code</span><span class="preview-value mono">{{ entityClassificationData.psl.fiddReportingCode }}</span></div>
<div class="preview-field">
<span class="preview-label">FIDD Reporting Code</span
><span class="preview-value mono">{{ entityClassificationData.psl.fiddReportingCode }}</span>
</div>
}
@if (entityClassificationData.psl.weakerSectionFlag) {
<div class="preview-field"><span class="preview-label">Weaker Section</span><span class="preview-value"><span class="preview-badge preview-badge--verified">Yes</span></span></div>
<div class="preview-field">
<span class="preview-label">Weaker Section</span
><span class="preview-value"><span class="preview-badge preview-badge--verified">Yes</span></span>
</div>
}
@if (entityClassificationData.psl.womenEntrepreneurFlag) {
<div class="preview-field"><span class="preview-label">Women Entrepreneur</span><span class="preview-value"><span class="preview-badge preview-badge--verified">Yes</span></span></div>
<div class="preview-field">
<span class="preview-label">Women Entrepreneur</span
><span class="preview-value"><span class="preview-badge preview-badge--verified">Yes</span></span>
</div>
}
</div>
</div>
@@ -767,25 +977,46 @@
<div class="card-body">
<div class="preview-grid">
@if (entityClassificationData.nps.industrySector) {
<div class="preview-field"><span class="preview-label">Industry Sector</span><span class="preview-value">{{ entityClassificationData.nps.industrySector }}</span></div>
<div class="preview-field">
<span class="preview-label">Industry Sector</span
><span class="preview-value">{{ entityClassificationData.nps.industrySector }}</span>
</div>
}
@if (entityClassificationData.nps.nicCode) {
<div class="preview-field"><span class="preview-label">NIC Code</span><span class="preview-value mono">{{ entityClassificationData.nps.nicCode }}</span></div>
<div class="preview-field">
<span class="preview-label">NIC Code</span
><span class="preview-value mono">{{ entityClassificationData.nps.nicCode }}</span>
</div>
}
@if (entityClassificationData.nps.annualRevenueBand) {
<div class="preview-field"><span class="preview-label">Annual Revenue Band</span><span class="preview-value">{{ entityClassificationData.nps.annualRevenueBand }}</span></div>
<div class="preview-field">
<span class="preview-label">Annual Revenue Band</span
><span class="preview-value">{{ entityClassificationData.nps.annualRevenueBand }}</span>
</div>
}
@if (entityClassificationData.nps.riskCategory) {
<div class="preview-field"><span class="preview-label">Risk Category</span><span class="preview-value">{{ entityClassificationData.nps.riskCategory }}</span></div>
<div class="preview-field">
<span class="preview-label">Risk Category</span
><span class="preview-value">{{ entityClassificationData.nps.riskCategory }}</span>
</div>
}
@if (entityClassificationData.nps.amlRiskClassification) {
<div class="preview-field"><span class="preview-label">AML Risk</span><span class="preview-value">{{ entityClassificationData.nps.amlRiskClassification }}</span></div>
<div class="preview-field">
<span class="preview-label">AML Risk</span
><span class="preview-value">{{ entityClassificationData.nps.amlRiskClassification }}</span>
</div>
}
@if (entityClassificationData.nps.pepFlag) {
<div class="preview-field"><span class="preview-label">PEP Flag</span><span class="preview-value"><span class="preview-badge preview-badge--danger">PEP</span></span></div>
<div class="preview-field">
<span class="preview-label">PEP Flag</span
><span class="preview-value"><span class="preview-badge preview-badge--danger">PEP</span></span>
</div>
}
@if (entityClassificationData.nps.amlWatchlistMatch) {
<div class="preview-field"><span class="preview-label">AML Watchlist</span><span class="preview-value"><span class="preview-badge preview-badge--danger">Match Found</span></span></div>
<div class="preview-field">
<span class="preview-label">AML Watchlist</span
><span class="preview-value"><span class="preview-badge preview-badge--danger">Match Found</span></span>
</div>
}
</div>
</div>
@@ -793,58 +1024,64 @@
}
}
<!-- Family Members (Individual only) -->
@if (client?.legalFormId !== 2) {
<div class="info-card">
<div class="card-header">
<fa-icon icon="users" class="card-icon"></fa-icon>
<span>Family Members</span>
@if (familyMembers.length > 0) {
<span class="count-badge">{{ familyMembers.length }}</span>
}
</div>
<div class="card-body">
@if (familyMembers.length === 0) {
<div class="preview-empty preview-empty--warn">
<mat-icon class="preview-empty__icon">warning</mat-icon>
<span>No family members added. At least one is required.</span>
</div>
} @else {
<div class="fm-preview-list">
@for (member of familyMembers; track member; let i = $index) {
<div class="fm-preview-row">
<div class="fm-preview-row__sno">{{ i + 1 }}</div>
<div class="fm-preview-row__avatar">
<mat-icon>person</mat-icon>
</div>
<div class="fm-preview-row__info">
<span class="fm-preview-row__name">{{ member.firstName || member.displayName }}</span>
<span class="fm-preview-row__meta">
@if (member.relationship) { {{ member.relationship }} }
@if (member.dateOfBirth) { &middot; DOB: {{ member.dateOfBirth }} }
</span>
</div>
@if (member.aadhaarNumber || member.panNumber) {
<div class="fm-preview-row__ids">
@if (member.panNumber) { <span class="fm-preview-id">PAN: {{ member.panNumber }}</span> }
@if (member.aadhaarNumber) { <span class="fm-preview-id">Aadhaar: {{ member.aadhaarNumber }}</span> }
<div class="info-card">
<div class="card-header">
<fa-icon icon="users" class="card-icon"></fa-icon>
<span>Family Members</span>
@if (familyMembers.length > 0) {
<span class="count-badge">{{ familyMembers.length }}</span>
}
</div>
<div class="card-body">
@if (familyMembers.length === 0) {
<div class="preview-empty preview-empty--warn">
<mat-icon class="preview-empty__icon">warning</mat-icon>
<span>No family members added. At least one is required.</span>
</div>
} @else {
<div class="fm-preview-list">
@for (member of familyMembers; track member; let i = $index) {
<div class="fm-preview-row">
<div class="fm-preview-row__sno">{{ i + 1 }}</div>
<div class="fm-preview-row__avatar">
<mat-icon>person</mat-icon>
</div>
}
<div class="fm-preview-row__status">
@if (member.isDependent) {
<span class="preview-badge preview-badge--info">Dependent</span>
}
@if (member.linkedClientId) {
<span class="preview-badge preview-badge--verified">Linked</span>
<div class="fm-preview-row__info">
<span class="fm-preview-row__name">{{ member.firstName || member.displayName }}</span>
<span class="fm-preview-row__meta">
@if (member.relationship) {
{{ member.relationship }}
}
@if (member.dateOfBirth) {
&middot; DOB: {{ member.dateOfBirth }}
}
</span>
</div>
@if (member.aadhaarNumber || member.panNumber) {
<div class="fm-preview-row__ids">
@if (member.panNumber) {
<span class="fm-preview-id">PAN: {{ member.panNumber }}</span>
}
@if (member.aadhaarNumber) {
<span class="fm-preview-id">Aadhaar: {{ member.aadhaarNumber }}</span>
}
</div>
}
<div class="fm-preview-row__status">
@if (member.isDependent) {
<span class="preview-badge preview-badge--info">Dependent</span>
}
@if (member.linkedClientId) {
<span class="preview-badge preview-badge--verified">Linked</span>
}
</div>
</div>
</div>
}
</div>
}
}
</div>
}
</div>
</div>
</div>
}
</div>