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>
This commit is contained in:
Aditya
co-authored by
Claude Opus 4.6
Claude Opus 4.6
parent
ab01111424
commit
b890d24bb7
+777
-176
@@ -7,6 +7,16 @@
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-->
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<div class="preview-container">
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<div class="step-header">
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<div class="step-header__left">
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<fa-icon icon="eye" class="step-header__icon"></fa-icon>
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<div>
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<h3 class="step-header__title">Preview & Submit</h3>
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<p class="step-header__sub">Review all details before submitting the client registration.</p>
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</div>
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</div>
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</div>
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<!-- Client Profile Card -->
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<div class="profile-card">
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<div class="profile-avatar">
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@@ -30,7 +40,7 @@
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}
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@if (client?.legalFormId) {
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<span class="meta-chip">
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{{ client.legalFormId | find: clientTemplate.clientLegalFormOptions : 'id' : 'value' }}
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{{ client.legalFormId === 1 ? 'Individual' : 'Non-Individual' }}
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</span>
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}
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@if (client?.active) {
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@@ -42,208 +52,799 @@
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</div>
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</div>
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<!-- General Information Card -->
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<!-- Personal Information -->
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<div class="info-card">
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<div class="card-header">
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<fa-icon icon="user" class="card-icon"></fa-icon>
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<span>{{ 'labels.heading.General' | translate }}</span>
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<span>Personal Information</span>
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</div>
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<div class="card-body">
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<table class="info-table">
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<tbody>
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@if (client?.dateOfBirth) {
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<tr>
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<td class="info-label">{{ client.legalFormId === LegalFormId.PERSON ? 'Date of Birth' : 'Incorporation Date' }}</td>
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<td class="info-value">{{ client.dateOfBirth | dateFormat }}</td>
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</tr>
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<div class="preview-grid">
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@if (client?.legalFormId === LegalFormId.PERSON) {
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@if (client?.firstname) {
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<div class="preview-field">
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<span class="preview-label">First Name</span>
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<span class="preview-value">{{ client.firstname }}</span>
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</div>
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}
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@if (client?.externalId) {
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<tr>
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<td class="info-label">{{ 'labels.inputs.External Id' | translate }}</td>
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<td class="info-value">
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<mifosx-external-identifier externalId="{{ client.externalId }}"></mifosx-external-identifier>
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</td>
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</tr>
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@if (client?.middlename) {
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<div class="preview-field">
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<span class="preview-label">Middle Name</span>
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<span class="preview-value">{{ client.middlename }}</span>
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</div>
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}
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@if (client?.staffId) {
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<tr>
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<td class="info-label">{{ 'labels.inputs.Staff' | translate }}</td>
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<td class="info-value">{{ client.staffId | find: clientTemplate.staffOptions : 'id' : 'displayName' }}</td>
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</tr>
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@if (client?.lastname) {
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<div class="preview-field">
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<span class="preview-label">Last Name</span>
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<span class="preview-value">{{ client.lastname }}</span>
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</div>
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}
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@if (client?.legalFormId === LegalFormId.PERSON && client?.genderId) {
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<tr>
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<td class="info-label">{{ 'labels.inputs.Gender' | translate }}</td>
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<td class="info-value">{{ client.genderId | find: clientTemplate.genderOptions : 'id' : 'name' }}</td>
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</tr>
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}
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@if (client?.mobileNo) {
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<tr>
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<td class="info-label">{{ 'labels.inputs.Mobile No' | translate }}</td>
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<td class="info-value">{{ client.mobileNo }}</td>
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</tr>
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}
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@if (client?.emailAddress) {
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<tr>
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<td class="info-label">{{ 'labels.inputs.Email Address' | translate }}</td>
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<td class="info-value">{{ client.emailAddress }}</td>
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</tr>
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}
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@if (client?.clientTypeId) {
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<tr>
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<td class="info-label">{{ 'labels.inputs.Client Type' | translate }}</td>
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<td class="info-value">{{ client.clientTypeId | find: clientTemplate.clientTypeOptions : 'id' : 'name' }}</td>
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</tr>
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}
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@if (client?.clientClassificationId) {
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<tr>
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<td class="info-label">{{ 'labels.inputs.Client Classification' | translate }}</td>
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<td class="info-value">{{ client.clientClassificationId | find: clientTemplate.clientClassificationOptions : 'id' : 'name' }}</td>
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</tr>
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}
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@if (client?.occupationCategoryId) {
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<tr>
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<td class="info-label">{{ 'labels.inputs.Occupation Category' | translate }}</td>
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<td class="info-value">{{ client.occupationCategoryId | find: clientTemplate.occupationCategoryOptions : 'id' : 'name' }}</td>
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</tr>
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}
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@if (client?.occupationId) {
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<tr>
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<td class="info-label">{{ 'labels.inputs.Occupation' | translate }}</td>
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<td class="info-value">{{ client.occupationId | find: clientTemplate.occupationOptions : 'id' : 'name' }}</td>
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</tr>
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}
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@if (client?.submittedOnDate) {
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<tr>
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<td class="info-label">{{ 'labels.inputs.Submitted On Date' | translate }}</td>
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<td class="info-value">{{ client.submittedOnDate | dateFormat }}</td>
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</tr>
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}
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<tr>
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<td class="info-label">{{ 'labels.inputs.Active' | translate }}?</td>
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<td class="info-value">
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<span [class]="client?.active ? 'badge-yes' : 'badge-no'">{{ client?.active | yesNo }}</span>
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</td>
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</tr>
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@if (client?.activationDate) {
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<tr>
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<td class="info-label">{{ 'labels.inputs.Activation Date' | translate }}</td>
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<td class="info-value">{{ client.activationDate | dateFormat }}</td>
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</tr>
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}
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@if (client?.savingsProductId) {
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<tr>
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<td class="info-label">{{ 'labels.inputs.Savings Product' | translate }}</td>
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<td class="info-value">{{ client.savingsProductId | find: clientTemplate.savingProductOptions : 'id' : 'name' }}</td>
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</tr>
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}
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@if (client?.legalFormId === LegalFormId.PERSON) {
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<tr>
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<td class="info-label">{{ 'labels.inputs.Is staff' | translate }}?</td>
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<td class="info-value">{{ client.isStaff | yesNo }}</td>
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</tr>
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}
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@if (client?.legalFormId === LegalFormId.ENTITY && client?.clientNonPersonDetails) {
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@if (client.clientNonPersonDetails.constitutionId) {
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<tr>
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<td class="info-label">{{ 'labels.inputs.Constitution' | translate }}</td>
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<td class="info-value">{{ client.clientNonPersonDetails.constitutionId | find: clientTemplate.clientNonPersonConstitutionOptions : 'id' : 'name' }}</td>
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</tr>
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}
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<tr>
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<td class="info-label">{{ 'labels.inputs.Incorporation Number' | translate }}</td>
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<td class="info-value">{{ client.clientNonPersonDetails.incorpNumber || 'N/A' }}</td>
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</tr>
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}
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</tbody>
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</table>
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}
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@if (client?.legalFormId === LegalFormId.ENTITY && client?.fullname) {
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<div class="preview-field">
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<span class="preview-label">Entity Name</span>
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<span class="preview-value">{{ client.fullname }}</span>
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</div>
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}
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@if (client?.dateOfBirth) {
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<div class="preview-field">
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<span class="preview-label">{{ client.legalFormId === LegalFormId.PERSON ? 'Date of Birth' : 'Incorporation Date' }}</span>
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<span class="preview-value">{{ client.dateOfBirth | dateFormat }}</span>
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</div>
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}
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@if (client?.legalFormId === LegalFormId.PERSON && client?.genderId) {
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<div class="preview-field">
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<span class="preview-label">Gender</span>
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<span class="preview-value">{{ client.genderId | find: clientTemplate.genderOptions : 'id' : 'name' }}</span>
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</div>
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}
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@if (client?.legalFormId) {
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<div class="preview-field">
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<span class="preview-label">Legal Form</span>
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<span class="preview-value">{{ client.legalFormId === 1 ? 'Individual' : 'Non-Individual' }}</span>
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</div>
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}
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@if (client?.officeId) {
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<div class="preview-field">
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<span class="preview-label">Office</span>
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<span class="preview-value">{{ client.officeId | find: clientTemplate.officeOptions : 'id' : 'name' }}</span>
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</div>
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}
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@if (client?.staffId) {
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<div class="preview-field">
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<span class="preview-label">Staff</span>
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<span class="preview-value">{{ client.staffId | find: clientTemplate.staffOptions : 'id' : 'displayName' }}</span>
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</div>
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}
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@if (client?.legalFormId === LegalFormId.PERSON) {
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<div class="preview-field">
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<span class="preview-label">Is Staff?</span>
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<span class="preview-value">{{ client.isStaff | yesNo }}</span>
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</div>
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}
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@if (client?.nationalityId) {
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<div class="preview-field">
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<span class="preview-label">Nationality</span>
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<span class="preview-value">{{ client.nationalityId }}</span>
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</div>
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}
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@if (client?.maritalStatusId) {
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<div class="preview-field">
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<span class="preview-label">Marital Status</span>
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<span class="preview-value">{{ client.maritalStatusId | find: maritalStatusOptions : 'id' : 'name' }}</span>
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</div>
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}
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@if (client?.salutationId) {
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<div class="preview-field">
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<span class="preview-label">Salutation</span>
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<span class="preview-value">{{ client.salutationId | find: clientTemplate.salutationOptions : 'id' : 'name' }}</span>
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</div>
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}
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@if (client?.ageYears != null) {
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<div class="preview-field">
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<span class="preview-label">Age</span>
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<span class="preview-value">{{ client.ageYears }}y {{ client.ageMonths }}m {{ client.ageDays }}d</span>
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</div>
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}
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@if (client?.isMinor != null) {
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<div class="preview-field">
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<span class="preview-label">Minor</span>
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<span class="preview-value">
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<span [class]="client.isMinor ? 'preview-badge preview-badge--danger' : 'preview-badge preview-badge--verified'">
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{{ client.isMinor ? 'Yes (Age < 10)' : 'No' }}
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</span>
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</span>
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</div>
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}
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</div>
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</div>
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</div>
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<!-- KYC Details Card -->
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@if (kycData?.panNumber || kycData?.aadhaarNumberMasked || kycData?.gstinNumber) {
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<!-- Entity Details (Non-Individual only) -->
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@if (client?.legalFormId === LegalFormId.ENTITY && client?.clientNonPersonDetails) {
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<div class="info-card">
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<div class="card-header">
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<fa-icon icon="building" class="card-icon"></fa-icon>
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<span>Entity Details</span>
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</div>
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<div class="card-body">
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<div class="preview-grid">
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@if (client.clientNonPersonDetails.constitutionId) {
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<div class="preview-field">
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<span class="preview-label">Constitution</span>
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<span class="preview-value">{{ client.clientNonPersonDetails.constitutionId | find: clientTemplate.clientNonPersonConstitutionOptions : 'id' : 'name' }}</span>
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</div>
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}
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@if (client.clientNonPersonDetails.mainBusinessLineId) {
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<div class="preview-field">
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<span class="preview-label">Main Business Line</span>
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<span class="preview-value">{{ client.clientNonPersonDetails.mainBusinessLineId | find: clientTemplate.clientNonPersonMainBusinessLineOptions : 'id' : 'name' }}</span>
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</div>
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}
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@if (client.clientNonPersonDetails.incorpNumber) {
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<div class="preview-field">
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<span class="preview-label">Incorporation No</span>
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<span class="preview-value mono">{{ client.clientNonPersonDetails.incorpNumber }}</span>
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</div>
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}
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@if (client.clientNonPersonDetails.remarks) {
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<div class="preview-field full-width">
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<span class="preview-label">Remarks</span>
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<span class="preview-value">{{ client.clientNonPersonDetails.remarks }}</span>
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</div>
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}
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</div>
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</div>
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</div>
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}
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<!-- Contact & DIP Verification -->
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<div class="info-card">
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<div class="card-header">
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<fa-icon icon="mobile-alt" class="card-icon"></fa-icon>
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<span>Contact & DIP Verification</span>
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</div>
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<div class="card-body">
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<div class="preview-grid">
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@if (client?.mobileNo) {
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<div class="preview-field">
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<span class="preview-label">Mobile No</span>
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<span class="preview-value mono">{{ client.mobileNo }}</span>
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</div>
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}
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<div class="preview-field">
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<span class="preview-label">DIP Verification</span>
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<span class="preview-value">
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<span [class]="client?.dipVerified ? 'preview-badge preview-badge--verified' : 'preview-badge preview-badge--pending'">
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{{ client?.dipVerified ? 'Verified' : 'Pending' }}
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</span>
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</span>
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</div>
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@if (client?.dipLookupLogId) {
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<div class="preview-field">
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<span class="preview-label">DIP Lookup Log ID</span>
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<span class="preview-value mono">{{ client.dipLookupLogId }}</span>
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</div>
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}
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@if (client?.alternateMobileNo) {
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<div class="preview-field">
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<span class="preview-label">Alternate Mobile No</span>
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<span class="preview-value mono">{{ client.alternateMobileNo }}</span>
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</div>
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}
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@if (client?.alternateMobileNo) {
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<div class="preview-field">
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<span class="preview-label">Alternate DIP Verification</span>
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<span class="preview-value">
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<span [class]="client?.alternateDipVerified ? 'preview-badge preview-badge--verified' : 'preview-badge preview-badge--pending'">
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{{ client?.alternateDipVerified ? 'Verified' : 'Pending' }}
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</span>
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</span>
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</div>
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}
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@if (client?.alternateDipLookupLogId) {
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<div class="preview-field">
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<span class="preview-label">Alternate DIP Lookup Log ID</span>
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<span class="preview-value mono">{{ client.alternateDipLookupLogId }}</span>
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</div>
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}
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@if (client?.emailAddress) {
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<div class="preview-field">
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<span class="preview-label">Email Address</span>
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<span class="preview-value">{{ client.emailAddress }}</span>
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</div>
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}
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<div class="preview-field">
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<span class="preview-label">Name Verification (Sanctions)</span>
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<span class="preview-value">
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<span [class]="client?.nameVerified ? 'preview-badge preview-badge--verified' : 'preview-badge preview-badge--danger'">
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{{ client?.nameVerified ? 'Verified — Clear' : (client?.nameVerified === false ? 'Sanctions Match' : 'Pending') }}
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</span>
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</span>
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</div>
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@if (client?.screeningLogId) {
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<div class="preview-field">
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<span class="preview-label">Screening Log ID</span>
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<span class="preview-value mono">{{ client.screeningLogId }}</span>
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</div>
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}
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</div>
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</div>
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</div>
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<!-- Financial & Classification (Individual only) -->
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@if (client?.legalFormId !== 2) {
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<div class="info-card">
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<div class="card-header">
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<fa-icon icon="chart-line" class="card-icon"></fa-icon>
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<span>Financial & Classification</span>
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</div>
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<div class="card-body">
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<div class="preview-grid">
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@if (client?.occupationCategoryId) {
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<div class="preview-field">
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<span class="preview-label">Occupation Category</span>
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<span class="preview-value">{{ client.occupationCategoryId | find: clientTemplate.occupationCategoryOptions : 'id' : 'name' }}</span>
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</div>
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}
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@if (client?.occupationId) {
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<div class="preview-field">
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<span class="preview-label">Occupation</span>
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<span class="preview-value">{{ client.occupationId | find: clientTemplate.occupationOptions : 'id' : 'name' }}</span>
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</div>
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}
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@if (client?.clientTypeId) {
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<div class="preview-field">
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<span class="preview-label">Client Type</span>
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<span class="preview-value">{{ client.clientTypeId | find: clientTemplate.clientTypeOptions : 'id' : 'name' }}</span>
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</div>
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}
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@if (client?.clientClassificationId) {
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<div class="preview-field">
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<span class="preview-label">Client Classification</span>
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<span class="preview-value">{{ client.clientClassificationId | find: clientTemplate.clientClassificationOptions : 'id' : 'name' }}</span>
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</div>
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}
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@if (client?.monthlyIncome) {
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<div class="preview-field">
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<span class="preview-label">Monthly Income</span>
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<span class="preview-value">₹ {{ client.monthlyIncome | number }}</span>
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</div>
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}
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@if (client?.annualTurnover) {
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<div class="preview-field">
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<span class="preview-label">Annual Turnover</span>
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<span class="preview-value">₹ {{ client.annualTurnover | number }}</span>
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</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>
|
||||
}
|
||||
|
||||
<!-- KYC Details -->
|
||||
@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>
|
||||
<span>{{ 'labels.inputs.KYC' | translate }}</span>
|
||||
<span>KYC Details</span>
|
||||
<span class="kyc-badge">KYC</span>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<table class="info-table">
|
||||
<tbody>
|
||||
@if (kycData.panNumber) {
|
||||
<tr>
|
||||
<td class="info-label">{{ 'labels.inputs.PAN Number' | translate }}</td>
|
||||
<td class="info-value mono">{{ kycData.panNumber }}</td>
|
||||
</tr>
|
||||
}
|
||||
@if (kycData.aadhaarNumberMasked) {
|
||||
<tr>
|
||||
<td class="info-label">{{ 'labels.inputs.Aadhaar Number' | translate }}</td>
|
||||
<td class="info-value mono">{{ kycData.aadhaarNumberMasked }}</td>
|
||||
</tr>
|
||||
}
|
||||
@if (kycData.gstinNumber) {
|
||||
<tr>
|
||||
<td class="info-label">{{ 'labels.inputs.GSTIN Number' | translate }}</td>
|
||||
<td class="info-value mono">{{ kycData.gstinNumber }}</td>
|
||||
</tr>
|
||||
}
|
||||
@if (kycData.remarks) {
|
||||
<tr>
|
||||
<td class="info-label">{{ 'labels.inputs.Remarks' | translate }}</td>
|
||||
<td class="info-value">{{ kycData.remarks }}</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
<div class="preview-grid">
|
||||
@if (kycData.panNumber) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">PAN Number</span>
|
||||
<span class="preview-value mono">{{ kycData.panNumber }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (kycData.aadhaarNumberMasked) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Aadhaar Number</span>
|
||||
<span class="preview-value mono">{{ kycData.aadhaarNumberMasked }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (kycData.panAadhaarSeedingStatus) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">PAN–Aadhaar Link</span>
|
||||
<span class="preview-value">
|
||||
@if (kycData.panAadhaarSeedingStatus === 'Y') {
|
||||
<span class="preview-badge preview-badge--verified">Linked</span>
|
||||
} @else if (kycData.panAadhaarSeedingStatus === 'N') {
|
||||
<span class="preview-badge preview-badge--pending">Not Linked</span>
|
||||
} @else {
|
||||
{{ kycData.panAadhaarSeedingStatus }}
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (kycData.enterprisePan) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Enterprise PAN</span>
|
||||
<span class="preview-value mono">{{ kycData.enterprisePan }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (kycData.cinNumber) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">CIN (Corporate Identity Number)</span>
|
||||
<span class="preview-value mono">{{ kycData.cinNumber }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (kycData.incorporationDate) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Incorporation Date</span>
|
||||
<span class="preview-value">{{ kycData.incorporationDate | dateFormat }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (kycData.gstinNumber) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">GSTIN Number</span>
|
||||
<span class="preview-value mono">{{ kycData.gstinNumber }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (kycData.riskCategory) {
|
||||
<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 }
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@if (kycData.remarks) {
|
||||
<div class="preview-field full-width">
|
||||
<span class="preview-label">Remarks</span>
|
||||
<span class="preview-value">{{ kycData.remarks }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Family Members / Nominee Card -->
|
||||
@if (client?.familyMembers?.length) {
|
||||
<!-- Guardian Details (Minor only) -->
|
||||
@if (guardian) {
|
||||
<div class="info-card">
|
||||
<div class="card-header">
|
||||
<fa-icon icon="users" class="card-icon"></fa-icon>
|
||||
<span>{{ 'labels.heading.Family Members' | translate }} / {{ 'labels.inputs.Nominee' | translate }}</span>
|
||||
<span class="count-badge">{{ client.familyMembers.length }}</span>
|
||||
<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>
|
||||
</div>
|
||||
<div class="card-body no-padding">
|
||||
<table class="data-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>{{ 'labels.inputs.name' | translate }}</th>
|
||||
<th>{{ 'labels.inputs.Relationship' | translate }}</th>
|
||||
<th>{{ 'labels.inputs.Date Of Birth' | translate }}</th>
|
||||
<th>{{ 'labels.inputs.Is Dependent' | translate }}</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (member of client.familyMembers; track member) {
|
||||
<tr>
|
||||
<td>{{ member.firstName }} {{ member.lastName }}</td>
|
||||
<td>{{ member.relationshipId | find: clientTemplate.familyMemberOptions.relationshipIdOptions : 'id' : 'name' }}</td>
|
||||
<td>{{ member.dateOfBirth | dateFormat }}</td>
|
||||
<td>
|
||||
<span [class]="member.isDependent ? 'badge-yes' : 'badge-no'">{{ member.isDependent ? 'Yes' : 'No' }}</span>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
<div class="card-body">
|
||||
<div class="preview-grid">
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Guardian Name</span>
|
||||
<span class="preview-value">{{ guardian.displayName }}</span>
|
||||
</div>
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Client ID</span>
|
||||
<span class="preview-value mono">{{ guardian.id }}</span>
|
||||
</div>
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Account No</span>
|
||||
<span class="preview-value mono">{{ guardian.accountNumber || '—' }}</span>
|
||||
</div>
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Relationship</span>
|
||||
<span class="preview-value">{{ guardianRelation || '—' }}</span>
|
||||
</div>
|
||||
@if (guardian.officeName) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Office</span>
|
||||
<span class="preview-value">{{ guardian.officeName }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (guardian.mobileNo) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Mobile</span>
|
||||
<span class="preview-value mono">{{ guardian.mobileNo }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (guardian.status?.value) {
|
||||
<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'">
|
||||
{{ guardian.status.value }}
|
||||
</span>
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Submit Section -->
|
||||
<div class="submit-section">
|
||||
<button mat-raised-button [routerLink]="['../']" class="cancel-btn">
|
||||
{{ 'labels.buttons.Cancel' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="primary" class="submit-btn" (click)="submitEvent.emit()">
|
||||
<fa-icon icon="check" class="m-r-10"></fa-icon>
|
||||
{{ 'labels.buttons.Submit' | translate }}
|
||||
</button>
|
||||
<!-- Address Details -->
|
||||
@if (addressData) {
|
||||
<div class="info-card">
|
||||
<div class="card-header">
|
||||
<fa-icon icon="map" class="card-icon"></fa-icon>
|
||||
<span>Address Details</span>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
@for (tab of addressTabs; track tab) {
|
||||
@if (addressData[tab]?.addressLine1) {
|
||||
<div class="address-block">
|
||||
<div class="address-block__title">{{ addressTabLabels[tab] }}</div>
|
||||
<div class="preview-grid">
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Address Line 1</span>
|
||||
<span class="preview-value">{{ addressData[tab].addressLine1 }}</span>
|
||||
</div>
|
||||
@if (addressData[tab].addressLine2) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Address Line 2</span>
|
||||
<span class="preview-value">{{ addressData[tab].addressLine2 }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (addressData[tab].landmark) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Landmark</span>
|
||||
<span class="preview-value">{{ addressData[tab].landmark }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (addressData[tab].pinCode) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">PIN Code</span>
|
||||
<span class="preview-value mono">{{ addressData[tab].pinCode }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (addressData[tab].locality) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Locality</span>
|
||||
<span class="preview-value">{{ addressData[tab].locality }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (addressData[tab].city) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">City</span>
|
||||
<span class="preview-value">{{ addressData[tab].city }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (addressData[tab].district) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">District</span>
|
||||
<span class="preview-value">{{ addressData[tab].district }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (addressData[tab].state) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">State</span>
|
||||
<span class="preview-value">{{ addressData[tab].state }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
@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>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Submission Info -->
|
||||
@if (client?.submittedOnDate) {
|
||||
<div class="info-card">
|
||||
<div class="card-header">
|
||||
<fa-icon icon="calendar-alt" class="card-icon"></fa-icon>
|
||||
<span>Submission</span>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="preview-grid">
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Submitted On</span>
|
||||
<span class="preview-value">{{ client.submittedOnDate | dateFormat }}</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Scheme & Sector Classification (Non-Individual) -->
|
||||
@if (entityClassificationData) {
|
||||
@if (entityClassificationData.msme?.enabled) {
|
||||
<div class="info-card">
|
||||
<div class="card-header">
|
||||
<fa-icon icon="cogs" class="card-icon"></fa-icon>
|
||||
<span>MSME Classification</span>
|
||||
<span class="preview-badge preview-badge--verified">Enabled</span>
|
||||
</div>
|
||||
<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>
|
||||
}
|
||||
@if (entityClassificationData.msme.msmeClassification) {
|
||||
<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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@if (entityClassificationData.msme.investmentPlantMachinery) {
|
||||
<div class="preview-field"><span class="preview-label">Investment (Plant & 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>
|
||||
}
|
||||
@if (entityClassificationData.msme.socialCategoryOwner) {
|
||||
<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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@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>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entityClassificationData.startup?.enabled) {
|
||||
<div class="info-card">
|
||||
<div class="card-header">
|
||||
<fa-icon icon="rocket" class="card-icon"></fa-icon>
|
||||
<span>Startup India (DPIIT)</span>
|
||||
<span class="preview-badge preview-badge--verified">Enabled</span>
|
||||
</div>
|
||||
<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>
|
||||
}
|
||||
@if (entityClassificationData.startup.entityStage) {
|
||||
<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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@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>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entityClassificationData.mudra?.enabled) {
|
||||
<div class="info-card">
|
||||
<div class="card-header">
|
||||
<fa-icon icon="hand-holding-usd" class="card-icon"></fa-icon>
|
||||
<span>Mudra Borrower (PMMY)</span>
|
||||
<span class="preview-badge preview-badge--verified">Enabled</span>
|
||||
</div>
|
||||
<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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@if (entityClassificationData.mudra.lendingInstitutionName) {
|
||||
<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>
|
||||
}
|
||||
@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>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entityClassificationData.eou?.enabled) {
|
||||
<div class="info-card">
|
||||
<div class="card-header">
|
||||
<fa-icon icon="ship" class="card-icon"></fa-icon>
|
||||
<span>Export Oriented Unit (EOU)</span>
|
||||
<span class="preview-badge preview-badge--verified">Enabled</span>
|
||||
</div>
|
||||
<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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@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>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entityClassificationData.importexport?.enabled) {
|
||||
<div class="info-card">
|
||||
<div class="card-header">
|
||||
<fa-icon icon="exchange-alt" class="card-icon"></fa-icon>
|
||||
<span>Import Export (IEC/DGFT)</span>
|
||||
<span class="preview-badge preview-badge--verified">Enabled</span>
|
||||
</div>
|
||||
<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>
|
||||
}
|
||||
@if (entityClassificationData.importexport.iecStatus) {
|
||||
<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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@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>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entityClassificationData.psl?.enabled) {
|
||||
<div class="info-card">
|
||||
<div class="card-header">
|
||||
<fa-icon icon="bullseye" class="card-icon"></fa-icon>
|
||||
<span>Priority Sector (PSL)</span>
|
||||
<span class="preview-badge preview-badge--verified">Enabled</span>
|
||||
</div>
|
||||
<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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@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>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entityClassificationData.nps?.enabled) {
|
||||
<div class="info-card">
|
||||
<div class="card-header">
|
||||
<fa-icon icon="building" class="card-icon"></fa-icon>
|
||||
<span>Non-Priority Sector</span>
|
||||
<span class="preview-badge preview-badge--verified">Enabled</span>
|
||||
</div>
|
||||
<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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@if (entityClassificationData.nps.riskCategory) {
|
||||
<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>
|
||||
}
|
||||
@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>
|
||||
}
|
||||
@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>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
<!-- 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) { · 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>
|
||||
|
||||
Reference in New Issue
Block a user