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Client onboarding

Onboard a corporate or individual client with full statutory IDs (PAN / GSTIN / TAN / CIN / LLPIN) in one form.

Clients list

What's working​

  • One form, many sub-grids — Identity, Statutory IDs, Invoicing config, plus tabs for Contacts / Addresses / Signatories / DSCs / Registrations / Bank accounts / Services / Communications. Each tab is a "local grid" — edit rows in-line, save all together with the parent.
  • GSTIN-first autofill — paste a 15-char GSTIN and PAN auto-extracts (chars 3-12).
  • Real-data cross-check — click "🔗 Verify on GSTN portal ↗" next to the GSTIN field; the official GSTN search opens in a new tab with your GSTIN already on clipboard. Solve the CAPTCHA, see the authoritative legal name + address, type it back.
  • Same flow for CIN — "🔗 Verify on MCA21 portal ↗" deep-link.
  • Cross-field validation — server enforces:
    • GSTIN chars 3-12 == PAN (no mismatch on save)
    • PAN 4th char matches ClientType.CustomStringValue (P = Sole Proprietor, F = Firm, C = Company, T = Trust, H = HUF, A = AOP)
    • Date of incorporation can't be in the future
    • At least one Address row with IsPrimary = 1
  • Excel import — multi-sheet template (Clients, Contacts, Addresses, etc.) with partial commit — bad rows reported, good rows committed.

What's stub / pending​

  • Auto-fetch legal name from GSTIN / CIN — would call a paid wrapper API (Sandbox / Probe42 / AppyFlow). Wrappers exist in lib/gstinLookup.mjs and lib/mca21Lookup.mjs with stub mode for dev. Disabled in the live Client form to avoid misleading users with synthetic stub data; flip back on the moment a provider key lands in .env.
  • DigiLocker pull for PAN / Aadhaar of signatories — needs API Setu partner application.