Unified Registry · v0.11.1

Counterparties — 360° profile

Single counterparty base without duplication. One company can simultaneously be a customer, supplier, partner and payer. Managed through a 3-step wizard and a tabbed edit modal with roles, bank accounts and credit limits.

Multi-role model Credit limits Bank accounts 3-step wizard ЄДРПОУ / РНОКПП validation

Multi-Role model

One company — one record. No data duplication for different roles.

Example: LLC "AgroMash"

👥 Customer 🚚 Supplier 💳 Payer 🤝 Partner

All roles — one record. Shared contacts, bank accounts, documents, address.

Legal forms: LLC, sole trader (FOP), individual, foreign
Resident / non-resident toggle
VAT payer flag with certificate number & date
FOP tax groups 1, 2, 3
Up to 5 simultaneous roles — changes logged in audit trail

Creation & Editing

3-step wizard for creating, tabbed modal for editing. All operations without leaving the list.

3-step wizard

Step 1 — Legal form: LLC / FOP / Individual / Non-resident + role in your company
Step 2 — Details: name, registration code (ЄДРПОУ/РНОКПП with real-time checksum validation), VAT, contacts, address
Step 3 — Review: summary card before saving

Edit modal — 4 tabs

📝 General 🏦 Bank accounts 💳 Credit limits 🏷️ Roles

Credit tab always visible — empty state with "Add Customer role" CTA for non-customers
Roles managed inline: add, activate, deactivate, remove
Changes auto-saved or confirmed with Save button (per tab)

Credit control

Time-bound credit limit management. Available for the Customer role only.

Limits with date ranges — seasonal or contractual
Specific limit overrides indefinite baseline in its period
Automatic revert to baseline after seasonal limit ends
Automatic check on order confirmation
Current debt vs available credit display
UAH / USD / EUR — separate limits per currency

Customer loyalty levels

Bronze Silver Gold Platinum

Bank Accounts

Multiple bank accounts per counterparty in different currencies, managed from the edit modal.

IBAN + SWIFT + account number + bank name
One primary account per currency — auto-populated in payment documents
Add, set as primary, soft-delete
Displayed as 2-column cards on the detail page

Sidebar navigation

All — complete registry
Customers — Customer role only
Suppliers — Supplier role only
Partners / Employees — other roles

URL state preserved — share direct links per tab. Counters per role load independently.

ЄДРПОУ / РНОКПП Validators

Real-time checksum validation during counterparty creation. Mod-11 for ЄДРПОУ (legal entities), DPS algorithm for РНОКПП (individuals & FOP). PDV payer flag, PDV certificate, FOP groups 1–3.

ЄДРПОУ Mod-11 РНОКПП DPS Passport toggle Foreign ID МФУ certified