niteshandClaude Sonnet 5
395fb8ace8
Four independent, self-contained changes bundled from this session's work:
1. Auto-derive Senior Citizen / Minor / Customer Segment instead of manual entry
Senior Citizen was a manual, staff-editable checkbox on FD/RD account
creation with no validation against the client's actual age -- this let
non-senior clients get the senior-citizen interest rate by mistake (found
twice on live test accounts, where m_savings_account.is_senior_citizen
was true despite the client being confirmed non-senior at the client
record level). Likewise "minor" client classification was hardcoded to
the age-18 threshold with no single source of truth, and FD/RD account
creation's "Customer Segment" (Individual / Non-Individual) had no
connection to the Individual/Non-Individual Legal Form already captured
at client creation.
- New src/app/clients/shared/client-age.util.ts centralises age/DOB
derivation: MINOR_AGE_THRESHOLD (now 10, was 18), SENIOR_CITIZEN_AGE_
THRESHOLD (60), AGE_OF_MAJORITY (18, kept separate from the minor
threshold -- majority date math is unrelated to the minor/adult
classification threshold), calculateAge/isMinorAge/isSeniorCitizenAge/
isIndividualClient/deriveSeniorCitizenStatus.
- FD/RD interest-rate-chart steps: Senior Citizen checkbox is now derived
from the client's DOB (age >= 60, individual clients only) and
disabled for manual editing; a hint explains why it is checked/
unchecked.
- Client general step and all four account-details-steps (savings,
current, FD, RD): replaced hardcoded 18/60 literals with the shared
helpers; "Must be below 18" hints now read the actual threshold.
- FD/RD account-details-steps: Customer Segment auto-selects to match
the client's Legal Form (exact match, not substring -- a substring
match would misclassify "Individual" as matching "Non-Individual").
- RD preview step: fixed a pre-existing display bug that always showed
the product's default Customer Segment instead of what was actually
selected on the account.
2. Fix wrong Account Name / Account Type on Disbursement Review screens
Clerk disbursement review and "My Disbursement Requests" showed the
account NUMBER instead of the holder's name, and always labelled the
account type "SAVINGS" regardless of the real account type (FD/RD/
Share/Loan), because transaction-entry.component.ts's account-type
mapping only checked for CA/CB and its account-name fallback chain
never tried clientName. Added creditEntryAccountType() covering
GL/CA/CB/FD/RD/SHR/LA, and accountTypeLabel() display helpers on both
review screens.
3. Stop reversed transactions from distorting displayed running balances
Passbook and Transactions tabs were including reversed transactions in
their client-side running-balance recalculation, so a reversed posting
(visible struck-through) still shifted the balance shown for every
transaction after it. Both now filter out txn.reversed before computing
running balances; Transactions tab also defaults "Hide Reversed" to on.
4. New Interest Schedule dialog on the FD account view
Added custom-dialogs/interest-schedule-dialog, opened from the FD
General tab, showing the account's period-by-period interest schedule.
Excludes src/environments/.env.ts (auto-generated build version/hash
stamp, regenerated on every build -- not meaningful to hand-commit).
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
1088 lines
44 KiB
HTML
1088 lines
44 KiB
HTML
<!--
|
||
Copyright since 2025 Mifos Initiative
|
||
|
||
This Source Code Form is subject to the terms of the Mozilla Public
|
||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||
-->
|
||
|
||
<div class="preview-container">
|
||
<div class="step-header">
|
||
<div class="step-header__left">
|
||
<fa-icon icon="eye" class="step-header__icon"></fa-icon>
|
||
<div>
|
||
<h3 class="step-header__title">Preview & Submit</h3>
|
||
<p class="step-header__sub">Review all details before submitting the client registration.</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Client Profile Card -->
|
||
<div class="profile-card">
|
||
<div class="profile-avatar">
|
||
<fa-icon [icon]="client?.legalFormId === LegalFormId.PERSON ? 'user' : 'building'" class="avatar-icon"></fa-icon>
|
||
</div>
|
||
<div class="profile-info">
|
||
<h3 class="profile-name">
|
||
@if (client?.legalFormId === LegalFormId.ENTITY) {
|
||
{{ client.fullname }}
|
||
}
|
||
@if (client?.legalFormId === LegalFormId.PERSON) {
|
||
{{ client.firstname }} {{ client.middlename ? client.middlename + ' ' : '' }}{{ client.lastname }}
|
||
}
|
||
</h3>
|
||
<div class="profile-meta">
|
||
@if (client?.officeId) {
|
||
<span class="meta-chip">
|
||
<fa-icon icon="briefcase" class="chip-icon"></fa-icon>
|
||
{{ client.officeId | find: clientTemplate.officeOptions : 'id' : 'name' }}
|
||
</span>
|
||
}
|
||
@if (client?.legalFormId) {
|
||
<span class="meta-chip">
|
||
{{ client.legalFormId === 1 ? 'Individual' : 'Non-Individual' }}
|
||
</span>
|
||
}
|
||
@if (client?.active) {
|
||
<span class="meta-chip status-active">Active</span>
|
||
} @else {
|
||
<span class="meta-chip status-inactive">Inactive</span>
|
||
}
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Personal Information -->
|
||
<div class="info-card">
|
||
<div class="card-header">
|
||
<fa-icon icon="user" class="card-icon"></fa-icon>
|
||
<span>Personal Information</span>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="preview-grid">
|
||
@if (client?.legalFormId === LegalFormId.PERSON) {
|
||
@if (client?.firstname) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">First Name</span>
|
||
<span class="preview-value">{{ client.firstname }}</span>
|
||
</div>
|
||
}
|
||
@if (client?.middlename) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Middle Name</span>
|
||
<span class="preview-value">{{ client.middlename }}</span>
|
||
</div>
|
||
}
|
||
@if (client?.lastname) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Last Name</span>
|
||
<span class="preview-value">{{ client.lastname }}</span>
|
||
</div>
|
||
}
|
||
}
|
||
@if (client?.legalFormId === LegalFormId.ENTITY && client?.fullname) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Entity Name</span>
|
||
<span class="preview-value">{{ client.fullname }}</span>
|
||
</div>
|
||
}
|
||
@if (client?.dateOfBirth) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">{{
|
||
client.legalFormId === LegalFormId.PERSON ? 'Date of Birth' : 'Incorporation Date'
|
||
}}</span>
|
||
<span class="preview-value">{{ client.dateOfBirth | dateFormat }}</span>
|
||
</div>
|
||
}
|
||
@if (client?.legalFormId === LegalFormId.PERSON && client?.genderId) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Gender</span>
|
||
<span class="preview-value">{{
|
||
client.genderId | find: clientTemplate.genderOptions : 'id' : 'name'
|
||
}}</span>
|
||
</div>
|
||
}
|
||
@if (client?.legalFormId) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Legal Form</span>
|
||
<span class="preview-value">{{ client.legalFormId === 1 ? 'Individual' : 'Non-Individual' }}</span>
|
||
</div>
|
||
}
|
||
@if (client?.officeId) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Office</span>
|
||
<span class="preview-value">{{
|
||
client.officeId | find: clientTemplate.officeOptions : 'id' : 'name'
|
||
}}</span>
|
||
</div>
|
||
}
|
||
@if (client?.staffId) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Staff</span>
|
||
<span class="preview-value">{{
|
||
client.staffId | find: clientTemplate.staffOptions : 'id' : 'displayName'
|
||
}}</span>
|
||
</div>
|
||
}
|
||
@if (client?.legalFormId === LegalFormId.PERSON) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Is Staff?</span>
|
||
<span class="preview-value">{{ client.isStaff | yesNo }}</span>
|
||
</div>
|
||
}
|
||
@if (client?.nationalityId) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Nationality</span>
|
||
<span class="preview-value">{{ client.nationalityId }}</span>
|
||
</div>
|
||
}
|
||
@if (client?.maritalStatusId) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Marital Status</span>
|
||
<span class="preview-value">{{ client.maritalStatusId | find: maritalStatusOptions : 'id' : 'name' }}</span>
|
||
</div>
|
||
}
|
||
@if (client?.educationLevelId) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Education Level</span>
|
||
<span class="preview-value">{{
|
||
client.educationLevelId | find: educationLevelOptions : 'id' : 'name'
|
||
}}</span>
|
||
</div>
|
||
}
|
||
@if (client?.degreeQualificationId) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Degree / Qualification</span>
|
||
<span class="preview-value">{{
|
||
client.degreeQualificationId | find: degreeQualificationOptions : 'id' : 'name'
|
||
}}</span>
|
||
</div>
|
||
}
|
||
@if (client?.religionId) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Religion</span>
|
||
<span class="preview-value">{{ client.religionId | find: religionOptions : 'id' : 'name' }}</span>
|
||
</div>
|
||
}
|
||
@if (client?.socialCategoryId) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Social Category</span>
|
||
<span class="preview-value">{{
|
||
client.socialCategoryId | find: socialCategoryOptions : 'id' : 'name'
|
||
}}</span>
|
||
</div>
|
||
}
|
||
@if (client?.salutationId) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Salutation</span>
|
||
<span class="preview-value">{{
|
||
client.salutationId | find: clientTemplate.salutationOptions : 'id' : 'name'
|
||
}}</span>
|
||
</div>
|
||
}
|
||
@if (client?.ageYears !== null) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Age</span>
|
||
<span class="preview-value">{{ client.ageYears }}y {{ client.ageMonths }}m {{ client.ageDays }}d</span>
|
||
</div>
|
||
}
|
||
@if (client?.isMinor !== null) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Minor</span>
|
||
<span class="preview-value">
|
||
<span
|
||
[class]="
|
||
client.isMinor ? 'preview-badge preview-badge--danger' : 'preview-badge preview-badge--verified'
|
||
"
|
||
>
|
||
{{ client.isMinor ? 'Yes' : 'No' }}
|
||
</span>
|
||
</span>
|
||
</div>
|
||
}
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Entity Details (Non-Individual only) -->
|
||
@if (client?.legalFormId === LegalFormId.ENTITY && client?.clientNonPersonDetails) {
|
||
<div class="info-card">
|
||
<div class="card-header">
|
||
<fa-icon icon="building" class="card-icon"></fa-icon>
|
||
<span>Entity Details</span>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="preview-grid">
|
||
@if (client.clientNonPersonDetails.constitutionId) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Constitution</span>
|
||
<span class="preview-value">{{
|
||
client.clientNonPersonDetails.constitutionId
|
||
| find: clientTemplate.clientNonPersonConstitutionOptions : 'id' : 'name'
|
||
}}</span>
|
||
</div>
|
||
}
|
||
@if (client.clientNonPersonDetails.mainBusinessLineId) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Main Business Line</span>
|
||
<span class="preview-value">{{
|
||
client.clientNonPersonDetails.mainBusinessLineId
|
||
| find: clientTemplate.clientNonPersonMainBusinessLineOptions : 'id' : 'name'
|
||
}}</span>
|
||
</div>
|
||
}
|
||
@if (client.clientNonPersonDetails.incorpNumber) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Incorporation No</span>
|
||
<span class="preview-value mono">{{ client.clientNonPersonDetails.incorpNumber }}</span>
|
||
</div>
|
||
}
|
||
@if (client.clientNonPersonDetails.remarks) {
|
||
<div class="preview-field full-width">
|
||
<span class="preview-label">Remarks</span>
|
||
<span class="preview-value">{{ client.clientNonPersonDetails.remarks }}</span>
|
||
</div>
|
||
}
|
||
</div>
|
||
</div>
|
||
</div>
|
||
}
|
||
|
||
<!-- Contact & DIP Verification -->
|
||
<div class="info-card">
|
||
<div class="card-header">
|
||
<fa-icon icon="mobile-alt" class="card-icon"></fa-icon>
|
||
<span>Contact & DIP Verification</span>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="preview-grid">
|
||
@if (client?.mobileNo) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Mobile No</span>
|
||
<span class="preview-value mono">{{ client.mobileNo }}</span>
|
||
</div>
|
||
}
|
||
<div class="preview-field">
|
||
<span class="preview-label">DIP Verification</span>
|
||
<span class="preview-value">
|
||
<span
|
||
[class]="
|
||
client?.dipVerified ? 'preview-badge preview-badge--verified' : 'preview-badge preview-badge--pending'
|
||
"
|
||
>
|
||
{{ client?.dipVerified ? 'Verified' : 'Pending' }}
|
||
</span>
|
||
</span>
|
||
</div>
|
||
@if (client?.alternateMobileNo) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Alternate Mobile No</span>
|
||
<span class="preview-value mono">{{ client.alternateMobileNo }}</span>
|
||
</div>
|
||
}
|
||
@if (client?.alternateMobileNo) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Alternate DIP Verification</span>
|
||
<span class="preview-value">
|
||
<span
|
||
[class]="
|
||
client?.alternateDipVerified
|
||
? 'preview-badge preview-badge--verified'
|
||
: 'preview-badge preview-badge--pending'
|
||
"
|
||
>
|
||
{{ client?.alternateDipVerified ? 'Verified' : 'Pending' }}
|
||
</span>
|
||
</span>
|
||
</div>
|
||
}
|
||
@if (client?.emailAddress) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Email Address</span>
|
||
<span class="preview-value">{{ client.emailAddress }}</span>
|
||
</div>
|
||
}
|
||
<div class="preview-field">
|
||
<span class="preview-label">Name Verification (Sanctions)</span>
|
||
<span class="preview-value">
|
||
<span
|
||
[class]="
|
||
client?.nameVerified ? 'preview-badge preview-badge--verified' : 'preview-badge preview-badge--danger'
|
||
"
|
||
>
|
||
{{
|
||
client?.nameVerified
|
||
? 'Verified — Clear'
|
||
: client?.nameVerified === false
|
||
? 'Sanctions Match'
|
||
: 'Pending'
|
||
}}
|
||
</span>
|
||
</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Financial & Classification (Individual only) -->
|
||
@if (client?.legalFormId !== 2) {
|
||
<div class="info-card">
|
||
<div class="card-header">
|
||
<fa-icon icon="chart-line" class="card-icon"></fa-icon>
|
||
<span>Financial & Classification</span>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="preview-grid">
|
||
@if (client?.occupationCategoryId) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Occupation Category</span>
|
||
<span class="preview-value">{{
|
||
client.occupationCategoryId | find: clientTemplate.occupationCategoryOptions : 'id' : 'name'
|
||
}}</span>
|
||
</div>
|
||
}
|
||
@if (client?.occupationId) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Occupation</span>
|
||
<span class="preview-value">{{
|
||
client.occupationId | find: clientTemplate.occupationOptions : 'id' : 'name'
|
||
}}</span>
|
||
</div>
|
||
}
|
||
@if (client?.clientTypeId) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Client Type</span>
|
||
<span class="preview-value">{{
|
||
client.clientTypeId | find: clientTemplate.clientTypeOptions : 'id' : 'name'
|
||
}}</span>
|
||
</div>
|
||
}
|
||
@if (client?.clientClassificationId) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Client Classification</span>
|
||
<span class="preview-value">{{
|
||
client.clientClassificationId | find: clientTemplate.clientClassificationOptions : 'id' : 'name'
|
||
}}</span>
|
||
</div>
|
||
}
|
||
@if (client?.monthlyIncome) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Monthly Income</span>
|
||
<span class="preview-value">₹ {{ client.monthlyIncome | number }}</span>
|
||
</div>
|
||
}
|
||
@if (client?.annualTurnover) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Annual Turnover</span>
|
||
<span class="preview-value">₹ {{ client.annualTurnover | number }}</span>
|
||
</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>KYC Details</span>
|
||
<span class="kyc-badge">KYC</span>
|
||
</div>
|
||
<div class="card-body">
|
||
<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.incorporationDate) {
|
||
<div class="preview-field">
|
||
<span class="preview-label">Date of Incorporation</span>
|
||
<span class="preview-value">{{ kycData.incorporationDate }}</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.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>
|
||
}
|
||
|
||
<!-- Guardian Details (Minor only) -->
|
||
@if (guardian) {
|
||
<div class="info-card">
|
||
<div class="card-header">
|
||
<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">
|
||
<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>
|
||
}
|
||
|
||
<!-- 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 — hidden when client isn't eligible (entities other than proprietorship). -->
|
||
@if (showFamilyPreview) {
|
||
<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>
|