feat: add database export, welcome kit dialog, and DIP/sanctions updates

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

src/app/clients/clients-view/clients-view.component.ts

@@ -85,6 +85,54 @@ import { formatTabLabel } from 'app/shared/utils/format-tab-label.util';
 })
 export class ClientsViewComponent implements OnInit {
   complianceHideClientData = environment.complianceHideClientData;
+
+  /**
+   * Whether the number's CURRENT DIP/MNRL status is a hit. Driven by the live lookup rather than
+   * the onboarding-time `dipVerified` flag, which never changes once the client is created.
+   */
+  isDipFlagged(liveStatus: string | null | undefined): boolean {
+    return !!liveStatus && liveStatus !== 'CLEAN' && liveStatus !== 'ERROR';
+  }
+
+  /** True only when the number is affirmatively clean — not merely "not flagged". */
+  isDipClear(client: any): boolean {
+    if (client?.dipLiveStatus) {
+      return client.dipLiveStatus === 'CLEAN';
+    }
+    return client?.dipVerified === true || client?.dipVerified === 'true' || client?.dipVerified === 1;
+  }
+
+  /** True when onboarding screening cleared the name — the pre-alert baseline. */
+  isNameCleared(client: any): boolean {
+    return client?.nameVerified === true || client?.nameVerified === 'true' || client?.nameVerified === 1;
+  }
+
+  /**
+   * Header badge for sanctions. A live alert always wins over the onboarding flag: the flag says
+   * what was true the day the client joined, the alert says what is true now.
+   */
+  sanctionsHeaderLabel(client: any): string {
+    switch (client?.sanctionsAlertStatus) {
+      case 'CONFIRMED_MATCH':
+        return 'Frozen — Sanctions Match';
+      case 'PENDING_REVIEW':
+        return 'Under Review';
+      case 'FALSE_POSITIVE':
+        return 'Cleared — False Positive';
+      default:
+        return this.isNameCleared(client) ? 'Clear' : 'Pending';
+    }
+  }
+
+  dipStatusLabel(client: any): string {
+    const live = client?.dipLiveStatus;
+    if (live === 'SUSPECTED') return 'Flagged — Suspected';
+    if (live === 'DISCONNECTED') return 'Flagged — Disconnected';
+    if (live === 'SUSPECTED_AND_DISCONNECTED') return 'Flagged — Suspected & Disconnected';
+    if (live === 'SERVICE_UNAVAILABLE') return 'Not Verified';
+    if (live === 'CLEAN') return 'Verified';
+    return this.isDipClear(client) ? 'Verified' : 'Pending';
+  }
   /**
    * Mask a string, keeping first and last letter, masking the rest with *
    */
@@ -461,12 +509,24 @@ export class ClientsViewComponent implements OnInit {
   }
 
   /**
-   * Opens the Welcome Kit Dispatch dialog.
+   * Opens the Welcome Kit Dispatch dialog. The kit is only posted once the client is active, so the dialog is
+   * unreachable before then — the menu entry is hidden and this guard covers any other route into the action.
    */
   private dispatchWelcomeKit() {
+    if (!this.isActive()) {
+      return;
+    }
     const welcomeKitDialogRef = this.dialog.open(WelcomeKitDialogComponent, {
-      data: { clientId: this.clientViewData.id },
-      width: '600px'
+      data: {
+        clientId: this.clientViewData.id,
+        clientName: this.clientViewData.displayName,
+        accountNo: this.clientViewData.accountNo,
+        cifNumber: this.clientViewData.cifNumber,
+        mobileNo: this.clientViewData.mobileNo,
+        emailAddress: this.clientViewData.emailAddress,
+        officeName: this.clientViewData.officeName
+      },
+      width: '680px'
     });
     welcomeKitDialogRef.afterClosed().subscribe((response: any) => {
       if (response) {