feat(clients, alm): add CIN/MCA verification & authorized signatories tab; refactor ALM report print and export

2026-08-13 15:05:16 +05:30
parent 75df8865dd
commit 5581d4180d
29 changed files with 3002 additions and 2453 deletions
@@ -136,7 +136,14 @@
                | translate
            }}
          </mat-label>
-          <input matInput required formControlName="fullname" autocomplete="off" />
+          <input
+            matInput
+            required
+            formControlName="fullname"
+            autocomplete="off"
+            (blur)="capitalizeControl('fullname')"
+            style="text-transform: capitalize"
+          />
          @if (createClientForm.controls.fullname.hasError('required')) {
            <mat-error>Client name is <strong>required</strong></mat-error>
          } @else if (createClientForm.controls.fullname.hasError('pattern')) {
@@ -151,7 +158,9 @@
          <div class="full-name-row full-width">
            <div class="full-name-preview">
              <span class="full-name-label">Entity Name:</span>
-              <span class="full-name-value">{{ createClientForm.get('fullname')?.value }}</span>
+              <span class="full-name-value" style="text-transform: capitalize">{{
+                createClientForm.get('fullname')?.value
+              }}</span>
            </div>
            <div class="verify-inline">
              @if (!sanctionsVerified && !sanctionsBlocked) {
@@ -214,7 +223,14 @@
            <mat-form-field appearance="outline" class="name-field first-name">
              <mat-label>{{ 'labels.inputs.First Name' | translate }}</mat-label>
              <span matPrefix class="field-prefix-icon"><mat-icon>badge</mat-icon></span>
-              <input matInput required formControlName="firstname" autocomplete="off" />
+              <input
+                matInput
+                required
+                formControlName="firstname"
+                autocomplete="off"
+                (blur)="capitalizeControl('firstname')"
+                style="text-transform: capitalize"
+              />
              @if (createClientForm.controls.firstname.hasError('required')) {
                <mat-error>First name is <strong>required</strong></mat-error>
              } @else if (createClientForm.controls.firstname.hasError('pattern')) {
@@ -228,7 +244,13 @@
            <mat-form-field appearance="outline" class="name-field middle-name">
              <mat-label>{{ 'labels.inputs.Middle Name' | translate }}</mat-label>
              <span matPrefix class="field-prefix-icon"><mat-icon>person_outline</mat-icon></span>
-              <input matInput formControlName="middlename" autocomplete="off" />
+              <input
+                matInput
+                formControlName="middlename"
+                autocomplete="off"
+                (blur)="capitalizeControl('middlename')"
+                style="text-transform: capitalize"
+              />
              @if (
                createClientForm.controls.middlename?.hasError('pattern') &&
                createClientForm.controls.middlename?.touched
@@ -241,7 +263,14 @@
            <mat-form-field appearance="outline" class="name-field last-name">
              <mat-label>{{ 'labels.inputs.Last Name' | translate }}</mat-label>
              <span matPrefix class="field-prefix-icon"><mat-icon>person</mat-icon></span>
-              <input matInput required formControlName="lastname" autocomplete="off" />
+              <input
+                matInput
+                required
+                formControlName="lastname"
+                autocomplete="off"
+                (blur)="capitalizeControl('lastname')"
+                style="text-transform: capitalize"
+              />
              @if (createClientForm.controls.lastname.hasError('required')) {
                <mat-error>Last name is <strong>required</strong></mat-error>
              } @else if (createClientForm.controls.lastname.hasError('pattern')) {
@@ -694,6 +723,9 @@
          }
        </mat-form-field>

+        <!-- Date of Incorporation is captured on the KYC step, next to the entity PAN it is
+             verified against — see client-kyc-step's `incorporationDate` control. -->
+
        <!-- Authorized Signatories (multiple, registered clients) -->
        <div class="form-field full-width signatory-section">
          <h4 class="section-title signatory-title">
@@ -1148,6 +1180,79 @@
    </div>
  }

+  <!--
+    Section: Turnover & Risk (Non-Individual only)
+
+    An entity has no salary to declare, so the individual Financial & Classification section below
+    never applied to it — which left a company with no turnover on file at all, and its risk stuck
+    on the flat entity default. Turnover is the size signal the branch actually has at onboarding,
+    so it is captured here and the risk band it produces is shown right beside it: the officer sees
+    the grade move as they type, instead of first meeting it on the KYC tab.
+  -->
+  @if (createClientForm.get('legalFormId')?.value === LegalFormId.ENTITY) {
+    <div class="section-block">
+      <h4 class="section-title">
+        <fa-icon icon="chart-line" class="section-icon"></fa-icon>
+        Turnover &amp; Risk Profile
+      </h4>
+      <div class="form-grid">
+        <mat-form-field appearance="outline" class="form-field">
+          <mat-label>Monthly Turnover</mat-label>
+          <span matPrefix class="rupee-prefix">&#8377;</span>
+          <input matInput type="number" formControlName="monthlyTurnover" min="0" />
+          <mat-hint>Yearly turnover fills in automatically (× 12)</mat-hint>
+          @if (
+            createClientForm.get('monthlyTurnover')?.hasError('pattern') &&
+            createClientForm.get('monthlyTurnover')?.touched
+          ) {
+            <mat-error>Enter a valid amount</mat-error>
+          } @else if (
+            createClientForm.get('monthlyTurnover')?.hasError('min') && createClientForm.get('monthlyTurnover')?.touched
+          ) {
+            <mat-error>Amount cannot be negative</mat-error>
+          }
+        </mat-form-field>
+
+        <mat-form-field appearance="outline" class="form-field">
+          <mat-label>Annual Turnover</mat-label>
+          <span matPrefix class="rupee-prefix">&#8377;</span>
+          <input matInput type="number" formControlName="annualTurnover" min="0" />
+          <mat-hint>Drives the risk grade below</mat-hint>
+          @if (
+            createClientForm.get('annualTurnover')?.hasError('pattern') &&
+            createClientForm.get('annualTurnover')?.touched
+          ) {
+            <mat-error>Enter a valid amount</mat-error>
+          } @else if (
+            createClientForm.get('annualTurnover')?.hasError('min') && createClientForm.get('annualTurnover')?.touched
+          ) {
+            <mat-error>Amount cannot be negative</mat-error>
+          }
+        </mat-form-field>
+
+        <div
+          class="full-width entity-risk-card"
+          [class.entity-risk-card--low]="entityTurnoverRisk.category === 1"
+          [class.entity-risk-card--medium]="entityTurnoverRisk.category === 2"
+          [class.entity-risk-card--high]="entityTurnoverRisk.category === 3"
+        >
+          <div class="entity-risk-card__head">
+            <fa-icon icon="shield-alt" class="entity-risk-card__icon"></fa-icon>
+            <span class="entity-risk-card__title">Auto-calculated Risk Category</span>
+            <span class="entity-risk-card__badge">{{ riskCategoryLabel(entityTurnoverRisk.category) }}</span>
+          </div>
+          <p class="entity-risk-card__reason">{{ entityTurnoverRisk.reason }}</p>
+          <p class="entity-risk-card__scale">
+            Up to ₹1 crore — Low &nbsp;·&nbsp; ₹1 crore to ₹10 crore — Medium &nbsp;·&nbsp; Above ₹10 crore — High
+          </p>
+          <p class="entity-risk-card__note">
+            Carried into the KYC tab, where it can still be overridden with a recorded reason.
+          </p>
+        </div>
+      </div>
+    </div>
+  }
+
  <!-- Section: Financial & Classification (Individual only) -->
  @if (createClientForm.get('legalFormId')?.value === LegalFormId.PERSON) {
    <div class="section-block">