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01a0aa09 - Add a RealUnit Dilisense name-check action to compliance - #1499

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feat/01a0aa09-realunit-dilisense-name-check
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TaprootFreakAI wants to merge 3 commits into
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feat/01a0aa09-realunit-dilisense-name-check

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@TaprootFreakAI

@TaprootFreakAI TaprootFreakAI commented Sep 16, 2026 •

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EN:
Adds last Dilisense date and result, a per-row Screen button, and Screen all to the RealUnit compliance customer list. Results are shown as No match, Match with Birthday, or Match without Birthday — a list hit is not a sanction.

DE:
Ergänzt die RealUnit-Compliance-Kundenliste um letztes Dilisense-Datum und Ergebnis, Screen pro Zeile und Screen all. Ergebnisse heissen No match, Match with Birthday oder Match without Birthday — ein Listentreffer ist keine Sanktion.

Details

The list calls the new RealUnit compliance name-check endpoints. Staff confirm before each screening because Dilisense quota costs money. Screen-all polls batch progress every two seconds. Rows without a name cannot be screened.

A Dilisense list hit only means the name is on the list. The UI maps the current api wire values accordingly (NotSanctioned → No match, MatchWithoutBirthday → Match without Birthday, Sanctioned → Match with Birthday). Backend rename of those wire values: DFXswiss/intern#215.

Playwright baselines (*-chromium-darwin.png):

  • realunit-compliance-01-search
  • realunit-compliance-02-dossier
  • realunit-compliance-03-screen-confirm
  • realunit-compliance-04-screen-all-confirm
  • realunit-compliance-05-batch-running

The visual spec uses a synthetic Admin JWT and mocked staff/compliance GETs. Depends on the matching API change in DFXswiss/backend.

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EN:
Thanks for your contribution! This repository follows the A38 quality rules.

DE:
Danke für deinen Beitrag! In diesem Repository gelten die A38-Qualitätsregeln.

The customer list shows the last Dilisense date and result. Staff can
screen one named shareholder or all of them. Screen-all runs as a
backend batch and the UI polls progress.
The compliance visual spec now takes five screenshots: the list with
Dilisense columns, the dossier, the per-row confirm dialog, Screen all
confirm, and a running batch. Auth is a synthetic Admin JWT so the
baselines do not need a live API.
A Dilisense list hit only means the name is on the list. The RealUnit
compliance UI now says No match, Match with Birthday, or Match without
Birthday.
@TaprootFreakAI
TaprootFreakAI force-pushed the feat/01a0aa09-realunit-dilisense-name-check branch from f9ffb88 to dc78862 Compare September 16, 2026 14:03
@TaprootFreakAI

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EN:
This draft is superseded by #1502: the follow-up commits are on the fork, because this account no longer has write on the in-repo branch.

DE:
Dieser Entwurf ist durch #1502 ersetzt: die Folge-Commits liegen auf dem Fork, weil dieses Konto auf dem In-Repo-Branch kein Write mehr hat.

@TaprootFreakAI

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Superseded by #1502

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