feat: non-individual entity UI improvements — hide individual-only sections, fix legal form display, send extended fields to API
- Hide Family Members tab/section for non-individual entities in client view, create flow, and preview - Hide Financial & Classification section for non-individual entities in personal data and preview - Fix legal form column in clients list — fetch legalForm from client API for correct display - Add person/business icon before client name in list rows - Remove unsupportedNpd filter — send authorizedSignatory, additionalInfo, dateOfRegistration to API - Add registration number format hint (mat-hint) based on constitution type - Add spacing between verification row and constitution type dropdowns - Reduce table cell padding and prevent action buttons from being clipped - Add missing MPL-2.0 license headers Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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Aditya
co-authored by
Claude Opus 4.6
Claude Opus 4.6
parent
ab01111424
commit
b890d24bb7
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-- ============================================================
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-- CBS Nexora — Client Schema Extensions
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-- Fineract DB Migration Script
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-- Run this AFTER backing up your database
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-- ============================================================
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-- ─── 1. m_client — New columns ───
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ALTER TABLE m_client ADD COLUMN IF NOT EXISTS nationality VARCHAR(20) DEFAULT 'INDIAN';
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ALTER TABLE m_client ADD COLUMN IF NOT EXISTS annual_turnover DECIMAL(18,2);
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ALTER TABLE m_client ADD COLUMN IF NOT EXISTS credit_limit DECIMAL(18,2);
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ALTER TABLE m_client ADD COLUMN IF NOT EXISTS is_minor TINYINT(1) DEFAULT 0;
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ALTER TABLE m_client ADD COLUMN IF NOT EXISTS age_years INT;
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ALTER TABLE m_client ADD COLUMN IF NOT EXISTS age_months INT;
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ALTER TABLE m_client ADD COLUMN IF NOT EXISTS age_days INT;
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ALTER TABLE m_client ADD COLUMN IF NOT EXISTS guardian_name VARCHAR(200);
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ALTER TABLE m_client ADD COLUMN IF NOT EXISTS guardian_relation VARCHAR(50);
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ALTER TABLE m_client ADD COLUMN IF NOT EXISTS guardian_mobile VARCHAR(15);
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ALTER TABLE m_client ADD COLUMN IF NOT EXISTS guardian_id_number VARCHAR(50);
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ALTER TABLE m_client ADD COLUMN IF NOT EXISTS guardian_address TEXT;
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-- ─── 2. m_client_non_person — New columns ───
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ALTER TABLE m_client_non_person ADD COLUMN IF NOT EXISTS date_of_registration DATE;
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ALTER TABLE m_client_non_person ADD COLUMN IF NOT EXISTS enterprise_pan VARCHAR(10);
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ALTER TABLE m_client_non_person ADD COLUMN IF NOT EXISTS cin_number VARCHAR(21);
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ALTER TABLE m_client_non_person ADD COLUMN IF NOT EXISTS authorized_signatory VARCHAR(200);
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ALTER TABLE m_client_non_person ADD COLUMN IF NOT EXISTS additional_info VARCHAR(500);
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ALTER TABLE m_client_non_person ADD COLUMN IF NOT EXISTS credit_limit DECIMAL(18,2);
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ALTER TABLE m_client_non_person ADD COLUMN IF NOT EXISTS is_msme TINYINT(1) DEFAULT 0;
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ALTER TABLE m_client_non_person ADD COLUMN IF NOT EXISTS udyam_number VARCHAR(19);
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ALTER TABLE m_client_non_person ADD COLUMN IF NOT EXISTS enterprise_name VARCHAR(300);
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ALTER TABLE m_client_non_person ADD COLUMN IF NOT EXISTS business_sector VARCHAR(50);
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ALTER TABLE m_client_non_person ADD COLUMN IF NOT EXISTS msme_turnover DECIMAL(18,2);
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ALTER TABLE m_client_non_person ADD COLUMN IF NOT EXISTS msme_investment DECIMAL(18,2);
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ALTER TABLE m_client_non_person ADD COLUMN IF NOT EXISTS msme_type VARCHAR(20);
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-- ─── 3. m_client_kyc — New columns ───
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS has_pan TINYINT(1) DEFAULT 1;
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS pan_aadhaar_link_status VARCHAR(20);
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS kyc_document_name VARCHAR(100);
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS kyc_document_number VARCHAR(100);
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS kyc_doc_issue_date DATE;
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS kyc_doc_expiry_date DATE;
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS kyc_expiry_date DATE;
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS aml_check_status VARCHAR(20) DEFAULT 'CLEAR';
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS banned_entity_match VARCHAR(20) DEFAULT 'NO';
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS willful_defaulter VARCHAR(5) DEFAULT 'NO';
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS ecgc_sal_flag VARCHAR(5) DEFAULT 'NO';
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS dormant_flag VARCHAR(20) DEFAULT 'ACTIVE';
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS account_status VARCHAR(20) DEFAULT 'ACTIVE';
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS freeze_reason VARCHAR(50);
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS freeze_authority VARCHAR(50);
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS form60_type VARCHAR(10);
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS form60_date DATE;
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS form15_applicable TINYINT(1) DEFAULT 0;
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS form15_type VARCHAR(5);
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ALTER TABLE m_client_kyc ADD COLUMN IF NOT EXISTS form15_fy VARCHAR(10);
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-- ─── 4. m_client_entity_kyc — New table ───
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CREATE TABLE IF NOT EXISTS m_client_entity_kyc (
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id BIGINT PRIMARY KEY AUTO_INCREMENT,
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client_id BIGINT NOT NULL,
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constitution_type VARCHAR(50),
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-- MSME
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is_msme TINYINT(1) DEFAULT 0,
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udyam_number VARCHAR(19),
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enterprise_name VARCHAR(300),
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business_sector VARCHAR(50),
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msme_turnover DECIMAL(18,2),
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msme_investment DECIMAL(18,2),
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msme_type VARCHAR(20),
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-- Entity KYC Document
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entity_kyc_doc_type VARCHAR(100),
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entity_kyc_doc_number VARCHAR(100),
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entity_kyc_doc_issue_date DATE,
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entity_kyc_doc_expiry_date DATE,
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-- Authorized Signatory
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signatory_name VARCHAR(200),
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signatory_designation VARCHAR(100),
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signatory_pan VARCHAR(10),
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signatory_aadhaar_masked VARCHAR(12),
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signatory_kyc_doc_type VARCHAR(100),
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signatory_kyc_doc_number VARCHAR(100),
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-- Authorization Document
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authorization_doc_type VARCHAR(100),
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authorization_doc_number VARCHAR(100),
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authorization_date DATE,
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-- Risk
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entity_risk_category INT DEFAULT 1,
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entity_remarks TEXT,
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-- Audit
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created_date DATETIME DEFAULT CURRENT_TIMESTAMP,
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last_modified_date DATETIME DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
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FOREIGN KEY (client_id) REFERENCES m_client(id) ON DELETE CASCADE,
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UNIQUE KEY uk_client_entity_kyc (client_id)
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);
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-- ─── 5. m_client_address_india — New table ───
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CREATE TABLE IF NOT EXISTS m_client_address_india (
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id BIGINT PRIMARY KEY AUTO_INCREMENT,
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client_id BIGINT NOT NULL,
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address_type ENUM('PERMANENT','CURRENT','OFFICE','CORRESPONDENCE') NOT NULL,
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address_line_1 VARCHAR(500),
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address_line_2 VARCHAR(500),
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pin_code VARCHAR(6),
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locality VARCHAR(200),
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city VARCHAR(200),
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district VARCHAR(200),
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state VARCHAR(200),
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country VARCHAR(100) DEFAULT 'India',
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landmark VARCHAR(300),
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-- Permanent-specific
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proof_type VARCHAR(100),
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proof_doc_number VARCHAR(100),
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-- Current-specific
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residence_type VARCHAR(50),
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years_at_address INT,
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same_as_permanent TINYINT(1) DEFAULT 0,
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-- Office-specific
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org_name VARCHAR(300),
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department VARCHAR(200),
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office_phone VARCHAR(20),
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employment_type VARCHAR(100),
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employee_id VARCHAR(50),
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years_with_org INT,
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-- Correspondence-specific
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comm_mode VARCHAR(50),
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contact_number VARCHAR(20),
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-- Audit
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created_date DATETIME DEFAULT CURRENT_TIMESTAMP,
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last_modified_date DATETIME DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
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FOREIGN KEY (client_id) REFERENCES m_client(id) ON DELETE CASCADE,
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UNIQUE KEY uk_client_address_type (client_id, address_type)
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);
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-- ─── 6. Constitution Type code values (if not using API-driven options) ───
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-- Find Gender code and add missing values
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SET @gender_code_id = (SELECT id FROM m_code WHERE code_name = 'Gender' LIMIT 1);
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INSERT IGNORE INTO m_code_value (code_id, code_value, order_position, is_active)
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VALUES
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(@gender_code_id, 'Transgender', 3, 1),
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(@gender_code_id, 'Other', 4, 1);
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-- ─── 7. Indexes for performance ───
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CREATE INDEX IF NOT EXISTS idx_client_entity_kyc_client ON m_client_entity_kyc(client_id);
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CREATE INDEX IF NOT EXISTS idx_client_address_india_client ON m_client_address_india(client_id);
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CREATE INDEX IF NOT EXISTS idx_client_address_india_type ON m_client_address_india(client_id, address_type);
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CREATE INDEX IF NOT EXISTS idx_client_kyc_expiry ON m_client_kyc(kyc_expiry_date);
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CREATE INDEX IF NOT EXISTS idx_client_kyc_aml ON m_client_kyc(aml_check_status);
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CREATE INDEX IF NOT EXISTS idx_client_minor ON m_client(is_minor);
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