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
2026-04-04 15:10:51 +05:30
co-authored by Claude Opus 4.6
parent ab01111424
commit b890d24bb7
522 changed files with 51991 additions and 21885 deletions
@@ -6,180 +6,197 @@
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="form60-container">
<!-- Warning Notice -->
<div class="form60-notice">
<mat-icon>warning</mat-icon>
<span>{{ 'labels.text.PAN not provided. Please fill Form 60 as per Income Tax Rule 114B.' | translate }}</span>
</div>
@if (loading) {
<div class="form60-loading">
<mat-spinner diameter="40"></mat-spinner>
<div class="f60-container">
@if (loading || checkingPan) {
<div class="f60-loading">
<mat-spinner diameter="36"></mat-spinner>
</div>
} @else {
<!-- Read-only view when data exists and not editing -->
}
<!-- ═══ PAN EXISTS — Form 60 Not Required ═══ -->
@if (!loading && hasPan) {
<div class="f60-pan-ok">
<div class="f60-pan-ok__icon-wrap">
<mat-icon class="f60-pan-ok__icon">verified</mat-icon>
</div>
<h3 class="f60-pan-ok__title">Form 60 Not Required</h3>
<p class="f60-pan-ok__desc">
PAN <strong>{{ panNumber }}</strong> is attached to this client.
@if (panVerified) {
<mat-icon class="f60-pan-ok__tick">check_circle</mat-icon> <span class="f60-pan-ok__verified">Verified</span>
}
</p>
<p class="f60-pan-ok__rule">As per Income Tax Rule 114B, Form 60 is only required when PAN is not available.</p>
</div>
}
<!-- ═══ NO PAN — Show Form 60 ═══ -->
@if (!loading && !hasPan) {
<!-- Warning Banner -->
<div class="f60-warning">
<mat-icon class="f60-warning__icon">warning_amber</mat-icon>
<div class="f60-warning__text">
<strong>PAN not provided</strong> — Form 60 declaration is mandatory as per Income Tax Rule 114B.
</div>
</div>
<!-- Read-only View -->
@if (form60Data && !isEditMode) {
<mat-card>
<mat-card-header>
<mat-card-title>{{ 'labels.inputs.Form 60 Declaration' | translate }}</mat-card-title>
</mat-card-header>
<mat-card-content>
<div class="form60-summary">
<div class="f60-card">
<div class="f60-card__header">
<mat-icon class="f60-card__header-icon">description</mat-icon>
<h3>Form 60 Declaration</h3>
<span class="f60-card__status">Submitted</span>
<button mat-stroked-button color="primary" (click)="toggleEditMode()" class="f60-card__edit">
<mat-icon>edit</mat-icon> Edit
</button>
</div>
<div class="f60-card__body">
<div class="f60-detail-grid">
@if (form60Data.fullName) {
<div class="form60-field">
<span class="label">{{ 'labels.inputs.Full Name' | translate }}</span>
<span class="value">{{ form60Data.fullName }}</span>
<div class="f60-detail">
<span class="f60-detail__label"><mat-icon class="f60-detail__icon">person</mat-icon> Full Name</span>
<span class="f60-detail__value">{{ form60Data.fullName }}</span>
</div>
}
@if (form60Data.dateOfBirth) {
<div class="form60-field">
<span class="label">{{ 'labels.inputs.Date Of Birth' | translate }}</span>
<span class="value">{{ form60Data.dateOfBirth | dateFormat }}</span>
<div class="f60-detail">
<span class="f60-detail__label"><mat-icon class="f60-detail__icon">calendar_today</mat-icon> Date of Birth</span>
<span class="f60-detail__value">{{ form60Data.dateOfBirth | dateFormat }}</span>
</div>
}
@if (form60Data.fatherName) {
<div class="form60-field">
<span class="label">{{ "labels.inputs.Father's Name" | translate }}</span>
<span class="value">{{ form60Data.fatherName }}</span>
<div class="f60-detail">
<span class="f60-detail__label"><mat-icon class="f60-detail__icon">family_restroom</mat-icon> Father's Name</span>
<span class="f60-detail__value">{{ form60Data.fatherName }}</span>
</div>
}
@if (form60Data.address) {
<div class="form60-field">
<span class="label">{{ 'labels.inputs.Address' | translate }}</span>
<span class="value">{{ form60Data.address }}</span>
<div class="f60-detail f60-detail--full">
<span class="f60-detail__label"><mat-icon class="f60-detail__icon">location_on</mat-icon> Address</span>
<span class="f60-detail__value">{{ form60Data.address }}</span>
</div>
}
@if (form60Data.transactionType) {
<div class="form60-field">
<span class="label">{{ 'labels.inputs.Transaction Type' | translate }}</span>
<span class="value">{{ form60Data.transactionType }}</span>
<div class="f60-detail">
<span class="f60-detail__label"><mat-icon class="f60-detail__icon">receipt_long</mat-icon> Transaction Type</span>
<span class="f60-detail__value">{{ form60Data.transactionType }}</span>
</div>
}
@if (form60Data.transactionAmount) {
<div class="form60-field">
<span class="label">{{ 'labels.inputs.Transaction Amount' | translate }}</span>
<span class="value">{{ form60Data.transactionAmount }}</span>
<div class="f60-detail">
<span class="f60-detail__label"><mat-icon class="f60-detail__icon">currency_rupee</mat-icon> Transaction Amount</span>
<span class="f60-detail__value">&#8377; {{ form60Data.transactionAmount }}</span>
</div>
}
@if (form60Data.estimatedTotalIncome) {
<div class="form60-field">
<span class="label">{{ 'labels.inputs.Estimated Total Income' | translate }}</span>
<span class="value">{{ form60Data.estimatedTotalIncome }}</span>
<div class="f60-detail">
<span class="f60-detail__label"><mat-icon class="f60-detail__icon">account_balance_wallet</mat-icon> Estimated Total Income</span>
<span class="f60-detail__value">&#8377; {{ form60Data.estimatedTotalIncome }}</span>
</div>
}
@if (form60Data.reasonForNoPan) {
<div class="form60-field">
<span class="label">{{ 'labels.inputs.Reason for Not Having PAN' | translate }}</span>
<span class="value">{{ form60Data.reasonForNoPan }}</span>
<div class="f60-detail">
<span class="f60-detail__label"><mat-icon class="f60-detail__icon">help_outline</mat-icon> Reason for No PAN</span>
<span class="f60-detail__value">{{ form60Data.reasonForNoPan }}</span>
</div>
}
</div>
</mat-card-content>
<mat-card-actions>
<button mat-raised-button color="primary" (click)="toggleEditMode()">
<mat-icon>edit</mat-icon>
{{ 'labels.buttons.Edit' | translate }}
</button>
</mat-card-actions>
</mat-card>
</div>
</div>
}
<!-- Edit / Create Form -->
@if (isEditMode) {
<mat-card>
<mat-card-header>
<mat-card-title>{{ 'labels.inputs.Form 60 Declaration' | translate }}</mat-card-title>
</mat-card-header>
<mat-card-content>
<div class="f60-card">
<div class="f60-card__header">
<mat-icon class="f60-card__header-icon">edit_note</mat-icon>
<h3>Form 60 Declaration</h3>
</div>
<div class="f60-card__body">
<form [formGroup]="form60Form" (ngSubmit)="submit()">
<div class="layout-row-wrap responsive-column align-start-center">
<!-- Full Name -->
<mat-form-field class="flex-50-minus-25px">
<mat-label>{{ 'labels.inputs.Full Name' | translate }}</mat-label>
<div class="f60-form-grid">
<mat-form-field appearance="outline" class="f60-ff">
<mat-label>Full Name</mat-label>
<span matPrefix class="f60-prefix"><mat-icon>person</mat-icon></span>
<input formControlName="fullName" required matInput />
@if (form60Form.controls.fullName.hasError('required')) {
<mat-error>
{{ 'labels.inputs.Full Name' | translate }} {{ 'labels.commons.is' | translate }}
<strong>{{ 'labels.commons.required' | translate }}</strong>
</mat-error>
<mat-error>Full Name is <strong>required</strong></mat-error>
}
</mat-form-field>
<!-- Date of Birth -->
<mat-form-field class="flex-50-minus-25px" (click)="dobPicker.open()">
<mat-label>{{ 'labels.inputs.Date Of Birth' | translate }}</mat-label>
<mat-form-field appearance="outline" class="f60-ff" (click)="dobPicker.open()">
<mat-label>Date of Birth</mat-label>
<span matPrefix class="f60-prefix"><mat-icon>calendar_today</mat-icon></span>
<input formControlName="dateOfBirth" matInput [max]="maxDate" [matDatepicker]="dobPicker" />
<mat-datepicker-toggle matSuffix [for]="dobPicker"></mat-datepicker-toggle>
<mat-datepicker #dobPicker></mat-datepicker>
</mat-form-field>
<!-- Father's Name -->
<mat-form-field class="flex-50-minus-25px">
<mat-label>{{ "labels.inputs.Father's Name" | translate }}</mat-label>
<mat-form-field appearance="outline" class="f60-ff">
<mat-label>Father's Name</mat-label>
<span matPrefix class="f60-prefix"><mat-icon>family_restroom</mat-icon></span>
<input formControlName="fatherName" matInput />
</mat-form-field>
<!-- Address -->
<mat-form-field class="flex-50-minus-25px">
<mat-label>{{ 'labels.inputs.Address' | translate }}</mat-label>
<mat-form-field appearance="outline" class="f60-ff f60-ff--full">
<mat-label>Address</mat-label>
<span matPrefix class="f60-prefix"><mat-icon>location_on</mat-icon></span>
<input formControlName="address" matInput />
</mat-form-field>
<!-- Transaction Type -->
<mat-form-field class="flex-50-minus-25px">
<mat-label>{{ 'labels.inputs.Transaction Type' | translate }}</mat-label>
<mat-form-field appearance="outline" class="f60-ff">
<mat-label>Transaction Type / Purpose</mat-label>
<span matPrefix class="f60-prefix"><mat-icon>receipt_long</mat-icon></span>
<mat-select formControlName="transactionType">
@for (txnType of transactionTypes; track txnType.value) {
<mat-option [value]="txnType.value">{{ txnType.key | translate }}</mat-option>
<mat-option [value]="txnType.value">{{ txnType.label }}</mat-option>
}
</mat-select>
</mat-form-field>
<!-- Transaction Amount -->
<mat-form-field class="flex-50-minus-25px">
<mat-label>{{ 'labels.inputs.Transaction Amount' | translate }}</mat-label>
<mat-form-field appearance="outline" class="f60-ff">
<mat-label>Transaction Amount</mat-label>
<span matPrefix class="f60-prefix"><mat-icon>currency_rupee</mat-icon></span>
<input type="number" formControlName="transactionAmount" matInput />
</mat-form-field>
<!-- Estimated Total Income -->
<mat-form-field class="flex-50-minus-25px">
<mat-label>{{ 'labels.inputs.Estimated Total Income' | translate }}</mat-label>
<mat-form-field appearance="outline" class="f60-ff">
<mat-label>Estimated Total Income</mat-label>
<span matPrefix class="f60-prefix"><mat-icon>account_balance_wallet</mat-icon></span>
<input type="number" formControlName="estimatedTotalIncome" matInput />
</mat-form-field>
<!-- Reason for Not Having PAN -->
<mat-form-field class="flex-50-minus-25px">
<mat-label>{{ 'labels.inputs.Reason for Not Having PAN' | translate }}</mat-label>
<mat-form-field appearance="outline" class="f60-ff">
<mat-label>Reason for Not Having PAN</mat-label>
<span matPrefix class="f60-prefix"><mat-icon>help_outline</mat-icon></span>
<mat-select formControlName="reasonForNoPan">
@for (reason of reasonOptions; track reason.value) {
<mat-option [value]="reason.value">{{ reason.key | translate }}</mat-option>
<mat-option [value]="reason.value">{{ reason.label }}</mat-option>
}
</mat-select>
</mat-form-field>
</div>
<!-- Declaration Checkbox -->
<div class="form60-declaration">
<!-- Declaration -->
<div class="f60-declaration">
<mat-checkbox formControlName="declaration">
{{ 'labels.text.I declare that I do not have PAN and information provided is correct.' | translate }}
I hereby declare that I do not have a Permanent Account Number (PAN) and the information provided above is true and correct to the best of my knowledge and belief.
</mat-checkbox>
</div>
<!-- Action Buttons -->
<div class="layout-row gap-32px layout-align-center">
<!-- Actions -->
<div class="f60-actions">
@if (form60Data) {
<button type="button" mat-raised-button (click)="toggleEditMode()">
{{ 'labels.buttons.Cancel' | translate }}
</button>
<button type="button" mat-stroked-button (click)="toggleEditMode()">Cancel</button>
}
<button type="submit" mat-raised-button color="primary" [disabled]="!form60Form.valid">
{{ 'labels.buttons.Submit' | translate }}
<button type="submit" mat-flat-button color="primary" [disabled]="!form60Form.valid">
<mat-icon>check</mat-icon> Submit Form 60
</button>
</div>
</form>
</mat-card-content>
</mat-card>
</div>
</div>
}
}
</div>
@@ -6,79 +6,119 @@
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.form60-container {
padding: 16px;
}
$primary: #1E6BB8;
$primary-light: #EBF3FF;
$green: #16a34a;
$green-light: #dcfce7;
$amber: #f59e0b;
$amber-light: #fef3c7;
$border: #E2E8F0;
$text: #1A2332;
$muted: #64748B;
$bg: #F0F4F8;
.form60-notice {
display: flex;
align-items: center;
gap: 10px;
background: #fff3cd;
padding: 12px 16px;
border-left: 5px solid #fc0;
border-radius: 4px;
margin-bottom: 16px;
font-size: 14px;
color: #856404;
.f60-container { padding: 20px 24px; }
.f60-loading { display: flex; justify-content: center; padding: 40px; }
mat-icon {
color: #856404;
/* ── PAN OK — Not Required ── */
.f60-pan-ok {
text-align: center;
padding: 48px 24px;
background: $green-light;
border: 1px solid #bbf7d0;
border-radius: 12px;
&__icon-wrap {
width: 72px; height: 72px; border-radius: 50%;
background: #fff; display: inline-flex; align-items: center;
justify-content: center; margin-bottom: 16px;
box-shadow: 0 2px 8px rgba($green, 0.15);
}
}
.form60-loading {
display: flex;
justify-content: center;
padding: 32px;
}
.form60-summary {
display: grid;
grid-template-columns: 1fr 1fr;
gap: 16px;
padding: 16px 0;
}
.form60-field {
.label {
font-size: 12px;
font-weight: 600;
color: #888;
text-transform: uppercase;
letter-spacing: 0.5px;
display: block;
}
.value {
font-size: 14px;
color: #333;
margin-top: 4px;
display: block;
&__icon { font-size: 40px; width: 40px; height: 40px; color: $green; }
&__title { font-size: 20px; font-weight: 700; color: $text; margin: 0 0 8px; }
&__desc {
font-size: 15px; color: $text; margin: 0 0 6px;
display: flex; align-items: center; justify-content: center; gap: 6px; flex-wrap: wrap;
strong { font-family: 'JetBrains Mono', monospace; letter-spacing: 0.5px; }
}
&__tick { font-size: 18px !important; width: 18px !important; height: 18px !important; color: $green; }
&__verified { font-size: 13px; font-weight: 600; color: $green; }
&__rule { font-size: 12px; color: $muted; margin: 12px 0 0; }
}
.form60-declaration {
margin: 16px 0 24px;
padding: 12px 16px;
background: #f5f5f5;
border-radius: 6px;
/* ── Warning Banner ── */
.f60-warning {
display: flex; align-items: center; gap: 12px;
background: $amber-light; padding: 14px 20px;
border-left: 4px solid $amber; border-radius: 8px;
margin-bottom: 20px;
&__icon { color: $amber; font-size: 24px; flex-shrink: 0; }
&__text { font-size: 13px; color: #92400e; line-height: 1.5; strong { font-weight: 700; } }
}
@media screen and (width >= 960px) {
.layout-row-wrap > .flex-fill:nth-child(odd),
.layout-row-wrap > .flex-50-minus-25px:nth-child(odd) {
margin-right: 25px;
}
/* ── Card ── */
.f60-card {
background: #fff; border: 1px solid $border; border-radius: 12px; overflow: hidden;
.layout-row-wrap > .flex-fill:last-child,
.layout-row-wrap > .flex-50-minus-25px:last-child {
margin-right: 0;
&__header {
display: flex; align-items: center; gap: 10px;
padding: 14px 20px; background: $bg; border-bottom: 1px solid $border;
h3 { margin: 0; font-size: 15px; font-weight: 600; color: $text; flex: 1; }
}
&__header-icon { color: $primary; font-size: 22px; }
&__status {
font-size: 11px; font-weight: 600; color: $green; background: $green-light;
padding: 3px 10px; border-radius: 12px;
}
&__edit {
font-size: 12px !important; height: 30px !important; border-radius: 6px !important;
mat-icon { font-size: 16px; width: 16px; height: 16px; margin-right: 4px; }
}
&__body { padding: 20px; }
}
@media (width <= 768px) {
.form60-summary {
grid-template-columns: 1fr;
/* ── Detail Grid (read-only) ── */
.f60-detail-grid {
display: grid; grid-template-columns: 1fr 1fr; gap: 16px 24px;
@media (max-width: 600px) { grid-template-columns: 1fr; }
}
.f60-detail {
display: flex; flex-direction: column;
&--full { grid-column: 1 / -1; }
&__label {
font-size: 11px; font-weight: 600; text-transform: uppercase;
color: $muted; letter-spacing: 0.5px; margin-bottom: 4px;
display: flex; align-items: center; gap: 4px;
}
&__icon { font-size: 15px !important; width: 15px !important; height: 15px !important; color: $primary; }
&__value { font-size: 15px; font-weight: 600; color: $text; }
}
/* ── Form Grid ── */
.f60-form-grid {
display: grid; grid-template-columns: 1fr 1fr; gap: 4px 16px;
@media (max-width: 600px) { grid-template-columns: 1fr; }
}
.f60-ff { width: 100%; &--full { grid-column: 1 / -1; } }
.f60-prefix {
display: inline-flex; align-items: center;
padding-left: 4px; padding-right: 8px; margin-right: 8px;
border-right: 1.5px solid #cbd5e1; line-height: 1;
mat-icon { font-size: 20px; width: 20px; height: 20px; color: $primary; }
}
/* ── Declaration ── */
.f60-declaration {
margin: 12px 0 20px; padding: 14px 16px;
background: $bg; border-radius: 8px; border: 1px solid $border;
font-size: 13px; line-height: 1.5; color: $muted;
}
/* ── Actions ── */
.f60-actions {
display: flex; justify-content: flex-end; gap: 10px;
button { border-radius: 8px !important; font-weight: 600 !important; }
mat-icon { font-size: 18px; width: 18px; height: 18px; margin-right: 4px; vertical-align: middle; }
}
@@ -54,32 +54,68 @@ export class Form60TabComponent implements OnInit, OnDestroy {
form60Data: any = null;
isEditMode = false;
/** PAN status — if PAN exists, Form 60 is not required */
hasPan = false;
panNumber: string | null = null;
panVerified = false;
checkingPan = true;
/** Maximum date allowed */
maxDate = new Date();
/** Form */
form60Form: UntypedFormGroup;
/** Dropdown options */
transactionTypes = [
{ value: 'Account Opening', key: 'labels.inputs.Account Opening' },
{ value: 'Cash Deposit', key: 'labels.inputs.Cash Deposit' },
{ value: 'Fixed Deposit', key: 'labels.inputs.Fixed Deposit' },
{ value: 'Loan Processing', key: 'labels.inputs.Loan Processing' }
];
/** Dropdown options (loaded from API) */
transactionTypes: any[] = [];
loadingPurposes = true;
reasonOptions = [
{ value: 'Applied for PAN', key: 'labels.inputs.Applied for PAN' },
{ value: 'Income below taxable limit', key: 'labels.inputs.Income below taxable limit' },
{ value: 'Other', key: 'labels.inputs.Other' }
{ value: 'Applied for PAN', label: 'Applied for PAN' },
{ value: 'Income below taxable limit', label: 'Income below taxable limit' },
{ value: 'Agriculture income only', label: 'Agriculture income only' },
{ value: 'NRI / Foreign National', label: 'NRI / Foreign National' },
{ value: 'Other', label: 'Other' }
];
ngOnInit(): void {
this.maxDate = this.settingsService.businessDate;
this.createForm();
this.loadForm60Purposes();
this.route.parent.params.subscribe((params: any) => {
this.clientId = params['clientId'];
this.loadForm60Data();
this.checkPanStatus();
});
}
private loadForm60Purposes(): void {
this.loadingPurposes = true;
this.clientsService.getCodeValuesByName('FORM_60_PURPOSE').pipe(
takeUntil(this.destroy$)
).subscribe((values: any[]) => {
this.transactionTypes = (values || [])
.sort((a: any, b: any) => (a.position || 0) - (b.position || 0))
.map((v: any) => ({ value: v.name, label: v.name }));
this.loadingPurposes = false;
});
}
private checkPanStatus(): void {
this.checkingPan = true;
this.clientsService.getClientKyc(this.clientId).pipe(
takeUntil(this.destroy$),
catchError(() => of(null))
).subscribe((kyc: any) => {
this.checkingPan = false;
if (kyc?.panNumber) {
this.hasPan = true;
this.panNumber = kyc.panNumber;
this.panVerified = kyc.panVerified || false;
this.loading = false;
} else {
this.hasPan = false;
this.loadForm60Data();
}
});
}
@@ -116,10 +152,15 @@ export class Form60TabComponent implements OnInit, OnDestroy {
)
.subscribe((data: any) => {
this.loading = false;
this.form60Data = data;
if (data) {
// API returns an array — use the latest (last) record
if (Array.isArray(data) && data.length > 0) {
this.form60Data = data[data.length - 1];
this.populateForm(this.form60Data);
} else if (data && !Array.isArray(data)) {
this.form60Data = data;
this.populateForm(data);
} else {
this.form60Data = null;
this.isEditMode = true;
}
});
@@ -155,6 +196,11 @@ export class Form60TabComponent implements OnInit, OnDestroy {
if (formValue.dateOfBirth) {
if (formValue.dateOfBirth instanceof Date) {
formValue.dateOfBirth = this.dateUtils.formatDate(formValue.dateOfBirth, dateFormat);
} else if (typeof formValue.dateOfBirth === 'string') {
const parsed = new Date(formValue.dateOfBirth);
if (!isNaN(parsed.getTime())) {
formValue.dateOfBirth = this.dateUtils.formatDate(parsed, dateFormat);
}
}
} else {
delete formValue.dateOfBirth;
@@ -170,13 +216,13 @@ export class Form60TabComponent implements OnInit, OnDestroy {
.submitClientForm60(this.clientId, data)
.pipe(takeUntil(this.destroy$))
.subscribe({
next: (response: any) => {
this.form60Data = response || data;
next: () => {
this.isEditMode = false;
this.alertService.alert({
type: 'success',
message: 'Form 60 submitted successfully.'
});
this.loadForm60Data();
},
error: (err: any) => {
this.alertService.alert({