fix: the issue in the sheets file

apps/edr-freight-api/src/migrations/2100000000000-CompanyProfileDefaultPending.ts

@@ -0,0 +1,31 @@
+import { MigrationInterface, QueryRunner } from 'typeorm';
+
+/**
+ * `company_profiles.status` defaulted to 'active', so any insert that omitted
+ * the column produced an operational role that was approved without ever being
+ * reviewed. Every live write path already passes 'pending' explicitly; this
+ * closes the hole at the schema level.
+ *
+ * Deliberately no data backfill. A role approved through setCompanyProfileStatus
+ * always stamps `reviewed_at`, so `status = 'active' AND reviewed_at IS NULL`
+ * flags a role that skipped review — but it also matches rows approved before
+ * `reviewed_at` existed (migration 2000000000001). Auditing that set is a
+ * judgement call about real customers, not something to automate here.
+ */
+export class CompanyProfileDefaultPending2100000000000
+  implements MigrationInterface
+{
+  name = 'CompanyProfileDefaultPending2100000000000';
+
+  public async up(queryRunner: QueryRunner): Promise<void> {
+    await queryRunner.query(
+      `ALTER TABLE "freight"."company_profiles" ALTER COLUMN "status" SET DEFAULT 'pending'`,
+    );
+  }
+
+  public async down(queryRunner: QueryRunner): Promise<void> {
+    await queryRunner.query(
+      `ALTER TABLE "freight"."company_profiles" ALTER COLUMN "status" SET DEFAULT 'active'`,
+    );
+  }
+}

apps/edr-freight-api/src/modules/companies/companies.controller.ts

@@ -221,7 +221,7 @@ export class CompaniesController {
   @Post("company-profile")
   @ApiOperation({
     summary:
-      "Create a single operational profile for the current user's company and make it the active mode",
+      "Create a single operational profile for the current user's company. The role starts pending and does not become the active mode",
   })
   async createCompanyProfile(
     @CurrentUser() user: CurrentIamUser,

apps/edr-freight-api/src/modules/companies/companies.module.ts

@@ -1,9 +1,11 @@
-import { Module } from "@nestjs/common";
+import { Module, forwardRef } from "@nestjs/common";
 import { TypeOrmModule } from "@nestjs/typeorm";
 import { HttpModule } from "@nestjs/axios";
 import { FilesModule } from "../files/files.module";
 import { FileUploadSettingsModule } from "../file-upload-settings/file-upload-settings.module";
 import { MinioModule } from "../minio/minio.module";
+import { NotificationsModule } from "../notifications/notifications.module";
+import { NotificationInboxModule } from "../notification-inbox/notification-inbox.module";
 import { CompaniesController } from "./companies.controller";
 import { CompaniesService } from "./companies.service";
 import { CompaniesRepository } from "./companies.repository";
@@ -17,6 +19,7 @@ import { Booking } from "../bookings/entities/booking.entity";
 import { CompanyProfileRepository } from "./company-profile.repository";
 import { CompanyChangeRequestRepository } from "./company-change-request.repository";
 import { ETradeService } from "./services/etrade.service";
+import { CompanyNotifierService } from "./company-notifier.service";
 
 @Module({
   imports: [
@@ -31,6 +34,10 @@ import { ETradeService } from "./services/etrade.service";
     FilesModule,
     FileUploadSettingsModule,
     MinioModule,
+    // Account-status notifications (CompanyNotifierService). The inbox module
+    // imports this module back for portal recipient targeting, hence forwardRef.
+    NotificationsModule,
+    forwardRef(() => NotificationInboxModule),
   ],
   controllers: [CompaniesController],
   providers: [
@@ -41,6 +48,7 @@ import { ETradeService } from "./services/etrade.service";
     CompanyChangeRequestRepository,
     CompanyDashboardRepository,
     ETradeService,
+    CompanyNotifierService,
   ],
   exports: [
     CompaniesService,

apps/edr-freight-api/src/modules/companies/companies.service.ts

@@ -17,6 +17,7 @@ import { FilesService } from "../files/files.service";
 import { FileRecord } from "../files/entities/file.entity";
 import { FileUploadSettingsService } from "../file-upload-settings/file-upload-settings.service";
 import { ETradeService } from "./services/etrade.service";
+import { CompanyNotifierService } from "./company-notifier.service";
 import { OnboardingRequirementsResponseDto } from "./dto/onboarding-requirements-response.dto";
 import { normalizeE164 } from "../../common/validators/is-phone-number.validator";
 import { CreateCompanyDto } from "./dto/create-company.dto";
@@ -96,6 +97,7 @@ export class CompaniesService {
     private readonly filesService: FilesService,
     private readonly fileUploadSettingsService: FileUploadSettingsService,
     private readonly etradeService: ETradeService,
+    private readonly companyNotifier: CompanyNotifierService,
   ) { }
 
   /**
@@ -585,9 +587,13 @@ export class CompaniesService {
   }
 
   async updateCompany(id: string, dto: UpdateCompanyDto): Promise<Company> {
-    await this.findCompanyById(id);
+    const before = await this.findCompanyById(id);
     const updated = await this.companiesRepo.update(id, dto);
     if (!updated) throw new NotFoundException(`Company ${id} not found`);
+
+    // Suspending or blacklisting locks the customer out, so they must be told.
+    // This is the only path that writes those statuses.
+    this.companyNotifier.statusChanged(updated, before.status);
     return updated;
   }
 
@@ -1051,13 +1057,12 @@ export class CompaniesService {
       );
     }
 
-    const reference = await this.companyProfilesRepo.generateReference(type);
+    // No reference is minted here: it is issued by setCompanyProfileStatus when
-
+    // a reviewer approves the role. Creating it Active would bypass that review.
     return this.companyProfilesRepo.create({
       companyId,
       type,
-      reference,
+      status: ProfileStatus.Pending,
-      status: ProfileStatus.Active,
     });
   }
 
@@ -1131,9 +1136,11 @@ export class CompaniesService {
   }
 
   /**
-   * Create a single operational profile for the current user's company and
+   * Create a single operational profile for the current user's company. The new
-   * make it the active mode in the same call. Powers the header "Switch to
+   * role starts Pending, so it deliberately does NOT become the active mode:
-   * Exporter/Importer" flow when the target profile doesn't exist yet.
+   * switching onto an unapproved profile would strip the user of `canBook` and
+   * block them from creating contracts under the role they already had approved.
+   * Callers switch explicitly via {@link setActiveMode} once the role is Active.
    */
   async createCompanyProfileForUser(
     userId: string,
@@ -1156,8 +1163,7 @@ export class CompaniesService {
     let created = await this.companyProfilesRepo.findByType(companyId, type);
     if (!created) {
       // New self-service roles start Pending (awaiting backoffice approval) and
-      // carry no reference until approved. The customer can select this mode but
+      // carry no reference until approved.
-      // can't book under it until it's cleared.
       created = await this.companyProfilesRepo.create({
         companyId,
         type,
@@ -1166,8 +1172,6 @@ export class CompaniesService {
       });
     }
 
-    await this.profilesRepo.update(profile.id, { activeProfileType: type });
-
     return created;
   }
 
@@ -1442,10 +1446,12 @@ export class CompaniesService {
   // browser (which fails on the internal bucket endpoint).
 
   /**
-   * Upload business-license file(s) for one of the user's profiles. During
+   * Upload business-license file(s) for one of the user's profiles. For a role
-   * onboarding (company not yet Active) they go live immediately; for an Active
+   * not yet approved (a fresh onboarding profile, or a newly added service on an
-   * company they're staged under the pending code and recorded as `add` intents
+   * already-active company) they go live immediately and are reviewed together
-   * on a pending change request for backoffice review. Returns the updated view.
+   * with the role itself. Only for an already-approved role are they staged under
+   * the pending code and recorded as `add` intents on a pending change request —
+   * a licence swap on a live role is a change; a licence on a new role is not.
    */
   async addProfileLicenseFiles(
     userId: string,
@@ -1454,7 +1460,7 @@ export class CompaniesService {
   ): Promise<ProfileLicenseFileView[]> {
     const profile = await this.resolveOwnedProfile(userId, profileId);
     const company = await this.findCompanyById(profile.companyId);
-    const gated = company.status === CompanyStatus.Active;
+    const gated = profile.status === ProfileStatus.Active;
     const code = gated ? LICENSE_PENDING_CODE : LICENSE_CODE;
 
     const uploaded = await Promise.all(
@@ -1486,9 +1492,9 @@ export class CompaniesService {
 
   /**
    * Remove a license file. A staged (pending) file is withdrawn outright
-   * (soft-deleted, its `add` intent dropped). A live file on an Active company
+   * (soft-deleted, its `add` intent dropped). A live file on an already-approved
-   * is kept and recorded as a `remove` intent for review; during onboarding it
+   * role is kept and recorded as a `remove` intent for review; on a role still
-   * is deleted immediately.
+   * awaiting approval it is deleted immediately.
    */
   async removeProfileLicenseFile(
     userId: string,
@@ -1504,7 +1510,7 @@ export class CompaniesService {
       throw new NotFoundException(`License file ${fileId} not found`);
     }
     const company = await this.findCompanyById(profile.companyId);
-    const gated = company.status === CompanyStatus.Active;
+    const gated = profile.status === ProfileStatus.Active;
 
     if (record.code === LICENSE_PENDING_CODE) {
       // Withdraw a not-yet-approved upload: delete it and drop its add intent.
@@ -1526,7 +1532,7 @@ export class CompaniesService {
   /**
    * Replace a live license file with a freshly uploaded one — recorded as a
    * `remove` of the old file plus an `add` of the new, so approval swaps them
-   * atomically. During onboarding the swap is applied immediately.
+   * atomically. On a role still awaiting approval the swap is applied immediately.
    */
   async replaceProfileLicenseFile(
     userId: string,
@@ -1540,7 +1546,7 @@ export class CompaniesService {
       throw new NotFoundException(`License file ${fileId} not found`);
     }
     const company = await this.findCompanyById(profile.companyId);
-    const gated = company.status === CompanyStatus.Active;
+    const gated = profile.status === ProfileStatus.Active;
 
     const created = await this.filesService.upload({
       resourceId: profileId,
@@ -2044,13 +2050,17 @@ export class CompaniesService {
   }
 
   async fetchETradeData(tin: string) {
-    const { businessInfo } = await this.etradeService.resolveCompanyData(tin);
+    const { businessInfo, companyInfo } =
+      await this.etradeService.resolveCompanyData(tin);
     if (!businessInfo) {
       throw new BadRequestException(
         "We couldn't find a business license for this TIN with eTrade. Please double-check the number and try again.",
       );
     }
-    const registrationData = this.etradeService.extractRegistrationData(businessInfo);
+    const registrationData = this.etradeService.extractRegistrationData(
+      businessInfo,
+      companyInfo,
+    );
     const tinTaken = await this.companiesRepo.existsByTin(tin);
     return { ...registrationData, tinTaken };
   }

apps/edr-freight-api/src/modules/companies/company-notifier.service.ts

@@ -0,0 +1,86 @@
+import { Injectable, Logger } from "@nestjs/common";
+import {
+  NotificationAudience,
+  NotificationPriority,
+  NotificationType,
+} from "@edr/types";
+
+import { Company, CompanyStatus } from "./entities/company.entity";
+import { NotificationsService } from "../notifications/notifications.service";
+import { NotificationInboxService } from "../notification-inbox/notification-inbox.service";
+
+/** Account statuses that lock the customer out and therefore must be told to them. */
+const PUNITIVE_STATUSES: readonly CompanyStatus[] = [
+  CompanyStatus.Suspended,
+  CompanyStatus.Blacklisted,
+];
+
+/**
+ * Customer notifications for company account-status changes. Mirrors
+ * {@link ContractNotifierService}: SMS + email direct to the company contact,
+ * plus a persisted in-app item. Every send is fire-and-forget and never throws —
+ * a notification failure must not roll back the status change itself.
+ */
+@Injectable()
+export class CompanyNotifierService {
+  private readonly logger = new Logger(CompanyNotifierService.name);
+
+  constructor(
+    private readonly notifications: NotificationsService,
+    private readonly inbox: NotificationInboxService,
+  ) {}
+
+  /** Send SMS + email to the company contact; log-only on failure. */
+  private async notifyContact(company: Company, message: string): Promise<void> {
+    const phone = company.contactPersonPhone ?? company.phone ?? null;
+    const email = company.email ?? company.generalManagerEmail ?? null;
+
+    if (phone) {
+      try {
+        await this.notifications.directSend("sms", phone, message);
+      } catch (err) {
+        this.logger.warn(`SMS failed for ${company.id}: ${(err as Error).message}`);
+      }
+    }
+    if (email) {
+      try {
+        await this.notifications.directSend("email", email, message);
+      } catch (err) {
+        this.logger.warn(`Email failed for ${company.id}: ${(err as Error).message}`);
+      }
+    }
+    if (!phone && !email) {
+      this.logger.warn(`No contact on file for ${company.id} — not notified`);
+    }
+  }
+
+  /**
+   * Tell the customer their account was suspended or blacklisted. Called only on
+   * a real transition into one of those statuses; other status writes are silent.
+   */
+  statusChanged(company: Company, previous: CompanyStatus): void {
+    const status = company.status;
+    if (status === previous) return;
+    if (!PUNITIVE_STATUSES.includes(status)) return;
+
+    const label = status === CompanyStatus.Suspended ? "suspended" : "blacklisted";
+    const title = `Account ${label}`;
+    const body =
+      `Your company account has been ${label}. ` +
+      `You will not be able to submit new contracts or bookings. ` +
+      `Please contact EDR support for assistance.`;
+
+    this.logger.log(`ACCOUNT_${label.toUpperCase()} — ${company.id}`);
+    void this.notifyContact(company, `${title}. ${body}`);
+    void this.inbox.notify({
+      recipients: { companyId: company.id },
+      audience: NotificationAudience.PORTAL,
+      type: NotificationType.ACCOUNT_STATUS,
+      title,
+      body,
+      link: "/settings",
+      data: { companyId: company.id, status },
+      priority: NotificationPriority.HIGH,
+    });
+  }
+}

apps/edr-freight-api/src/modules/companies/dto/etrade-response.dto.ts

@@ -1,6 +1,7 @@
 import { CompanyRegistrationData } from "@edr/types";
 
 export class ETradeResponseDto implements CompanyRegistrationData {
+  companyName!: string;
   licenceNumber!: string;
   statusDescription!: string;
   dateRegistered!: string;
@@ -20,6 +21,7 @@ export class ETradeResponseDto implements CompanyRegistrationData {
   tinTaken?: boolean;
 
   constructor(data: CompanyRegistrationData) {
+    this.companyName = data.companyName;
     this.licenceNumber = data.licenceNumber;
     this.statusDescription = data.statusDescription;
     this.dateRegistered = data.dateRegistered;

apps/edr-freight-api/src/modules/companies/entities/company-profile.entity.ts

@@ -84,11 +84,17 @@ export class CompanyProfile extends BaseEntity {
   })
   reference!: string | null;
 
+  /**
+   * A newly requested operational role is unreviewed, so it defaults to Pending.
+   * Only {@link CompaniesService.setCompanyProfileStatus} may promote it to
+   * Active — an approved-by-default role would let a customer self-grant a
+   * service (e.g. importer) without any documentation review.
+   */
   @Column({
     name: "status",
     type: "varchar",
     length: 32,
-    default: ProfileStatus.Active,
+    default: ProfileStatus.Pending,
   })
   status!: ProfileStatus;
 

apps/edr-freight-api/src/modules/companies/services/etrade.service.ts

@@ -87,12 +87,21 @@ export class ETradeService {
     }
   }
 
+  /**
+   * `companyInfo` carries the registered organization name (`BusinessName`);
+   * `businessInfo` only carries the licence's `TradeName`. Pass both so the
+   * company name resolves to the legal entity rather than the trade name — and
+   * never to `ManagerNameEng`, which is the manager's personal name.
+   */
   extractRegistrationData(
     businessInfo: ETradeBusinessInfo,
+    companyInfo?: ETradeCompanyInfo,
   ): CompanyRegistrationData {
     const primaryManager = businessInfo.AssociateShortInfos?.[0];
 
     return {
+      companyName:
+        companyInfo?.BusinessName?.trim() || businessInfo.TradeName?.trim() || "",
       licenceNumber: businessInfo.LicenceNumber,
       statusDescription: businessInfo.StatusDescription,
       dateRegistered: businessInfo.DateRegistered,

apps/edr-freight-api/src/modules/notification-inbox/notification-inbox.module.ts

@@ -1,4 +1,4 @@
-import { Module } from "@nestjs/common";
+import { Module, forwardRef } from "@nestjs/common";
 import { TypeOrmModule } from "@nestjs/typeorm";
 import { Session } from "@tria-plc/iamapi-common/entities/iam/user/session.entity";
 import { User } from "@tria-plc/iamapi-common/entities/iam/user/user.entity";
@@ -17,8 +17,9 @@ import { WsAuthService } from "./ws-auth.service";
 @Module({
   imports: [
     TypeOrmModule.forFeature([Notification, User, Session]),
-    // ExternalProfileRepository + CompanyProfileRepository (portal targeting)
+    // ExternalProfileRepository + CompanyProfileRepository (portal targeting).
-    CompaniesModule,
+    // CompaniesModule imports this module back for CompanyNotifierService.
+    forwardRef(() => CompaniesModule),
     // BackofficeService.getOrganizationEmployees (staff targeting)
     BackofficeModule,
     // EmailClientService + SmsClientService (HIGH-priority fan-out)

apps/edr-freight-web/backoffice/src/components/contracts/gl-actions/ActionShell.tsx

@@ -8,6 +8,12 @@ export interface ActionShellProps {
   subtitle?: string;
   /** When true the action is already done — children are hidden, a done badge shows. */
   done?: boolean;
+  /**
+   * Keep the input controls mounted alongside the done badge. For actions whose
+   * value stays correctable after completion (e.g. customs risk), rather than
+   * the default one-and-done actions.
+   */
+  keepChildrenWhenDone?: boolean;
   doneLabel?: ReactNode;
   children: ReactNode;
 }
@@ -22,6 +28,7 @@ export function ActionShell({
   title,
   subtitle,
   done,
+  keepChildrenWhenDone,
   doneLabel,
   children,
 }: ActionShellProps) {
@@ -64,7 +71,7 @@ export function ActionShell({
           )
         ) : null}
       </Group>
-      {!done ? children : null}
+      {!done || keepChildrenWhenDone ? children : null}
     </Box>
   );
 }

apps/edr-freight-web/backoffice/src/components/contracts/gl-actions/AssignRiskCard.tsx

@@ -1,4 +1,4 @@
-import { useState } from "react";
+import { useEffect, useState } from "react";
 import { Badge, Box, Button, Group, SegmentedControl, Text } from "@mantine/core";
 import { ShieldAlert } from "lucide-react";
 import type { Freight } from "@edr/types";
@@ -15,22 +15,42 @@ const RISK_COLOR: Record<Freight.CustomsRiskLevel, string> = {
 export function AssignRiskCard({
   bookingId,
   milestone,
+  locked = false,
 }: {
   bookingId: string;
   milestone: Freight.IClearanceMilestone;
+  /**
+   * Duty has already been advised off this risk level, so the decision is now
+   * final. Until then a mis-assigned level must stay correctable — the server
+   * accepts reassignment and overwrites the milestone metadata.
+   */
+  locked?: boolean;
 }) {
   const assign = useAssignRisk(bookingId);
-  const [level, setLevel] = useState<Freight.CustomsRiskLevel>("GREEN");
 
   const assigned = milestone.status === "COMPLETED";
   const current = milestone.metadata?.riskLevel;
+  const [level, setLevel] = useState<Freight.CustomsRiskLevel>(
+    current ?? "GREEN",
+  );
+
+  // The milestone loads (and refetches after a reassignment) after first render,
+  // so mirror the persisted level onto the control whenever it changes.
+  useEffect(() => {
+    if (current) setLevel(current);
+  }, [current]);
 
   return (
     <ActionShell
       icon={ShieldAlert}
       title="Customs risk"
-      subtitle="Assign the customs examination risk level."
+      subtitle={
+        assigned && !locked
+          ? "Reassign the customs examination risk level."
+          : "Assign the customs examination risk level."
+      }
       done={assigned}
+      keepChildrenWhenDone={!locked}
       doneLabel={
         current ? (
           <Badge color={RISK_COLOR[current]} variant="filled" radius="sm">
@@ -60,9 +80,10 @@ export function AssignRiskCard({
             size="compact-sm"
             color="edr-green"
             loading={assign.isPending}
+            disabled={assigned && level === current}
             onClick={() => assign.mutate({ riskLevel: level })}
           >
-            Assign risk
+            {assigned ? "Reassign risk" : "Assign risk"}
           </Button>
         </Group>
       </Box>

apps/edr-freight-web/backoffice/src/components/contracts/gl-actions/GlActionsPanel.tsx

@@ -70,7 +70,11 @@ export function GlActionsPanel({ bookingId, milestones }: GlActionsPanelProps) {
         {showTransport ? <TransportDocumentCard bookingId={bookingId} /> : null}
 
         {riskMs ? (
-          <AssignRiskCard bookingId={bookingId} milestone={riskMs} />
+          <AssignRiskCard
+            bookingId={bookingId}
+            milestone={riskMs}
+            locked={dutyMs?.status === "COMPLETED"}
+          />
         ) : null}
 
         <IncidentReportCard bookingId={bookingId} />

apps/edr-freight-web/portal/src/App.tsx

@@ -217,7 +217,7 @@ const sidebarItems: SidebarItem[] = [
 const App = () => {
   const navigate = useNavigate();
   const location = useLocation();
-  const { user, company, companyType, createProfileAndSwitch, isAuthenticated } =
+  const { user, company, companyType, createProfile, isAuthenticated } =
     useAuth();
 
   // Keep the server session alive while a user is logged in. Runs after
@@ -274,7 +274,7 @@ const App = () => {
                 userEmail={userEmail}
                 companyProfiles={companyProfiles}
                 companyType={companyType}
-                onCreateProfile={createProfileAndSwitch}
+                onCreateProfile={createProfile}
               >
                 <OnboardingGate />
               </AppLayout>

apps/edr-freight-web/portal/src/components/onboarding/OnboardingWizardDialog.tsx

@@ -344,6 +344,15 @@ export default function OnboardingWizardDialog({
     [finishMutation],
   );
 
+  // Closing from the congratulations panel also clears the completed flag so a
+  // future reopen (shouldn't happen once onboarded) starts clean.
+  // Must stay above the `!user` early return: `user` flips to null while
+  // useAuth refetches, and skipping a hook on that render breaks hook order.
+  const handleClose = useCallback(() => {
+    if (completed) setCompleted(false);
+    onClose();
+  }, [completed, onClose]);
+
   if (!user) return null;
 
   // Any non-empty combination of importer/exporter/freight-forwarder is valid.
@@ -365,13 +374,6 @@ export default function OnboardingWizardDialog({
   const stepMeta = STEP_META[activeStep];
   const activeIdx = WIZARD_STEPS.indexOf(activeStep);
 
-  // Closing from the congratulations panel also clears the completed flag so a
-  // future reopen (shouldn't happen once onboarded) starts clean.
-  const handleClose = useCallback(() => {
-    if (completed) setCompleted(false);
-    onClose();
-  }, [completed, onClose]);
-
   // Prefer the backend-resolved document code; fall back to the local mapping
   // only until the requirements query lands (the documents step is reached well
   // after the draft — and thus the requirements — exist).

apps/edr-freight-web/portal/src/hooks/useAuth.ts

@@ -211,7 +211,11 @@ const useAuth = () => {
     }
   };
 
-  const createProfileAndSwitch = async (
+  /**
+   * Add an operational role. The new role starts pending review, so the active
+   * mode is left untouched — the user keeps working under their approved role.
+   */
+  const createProfile = async (
     type: ProfileTypeValue,
     licenseFiles: File[],
   ): Promise<Result<void>> => {
@@ -278,7 +282,7 @@ const useAuth = () => {
     onboardingCompleted,
     onboardingStep,
     switchMode,
-    createProfileAndSwitch,
+    createProfile,
     reapplyProfile,
     login,
     signup,

apps/edr-freight-web/portal/src/pages/SettingsPage.tsx

@@ -83,7 +83,11 @@ const TABS: { id: SettingsTab; label: string; icon: React.ReactNode }[] = [
 function ProfileHeader({ profile }: { profile: ProfileResponse }) {
   const refByType = new Map(profile.companyProfiles.map((p) => [p.type, p]));
   const roleOptions = rolesForCompanyType(profile.companyType);
-  const activeRoles = roleOptions.filter((o) => refByType.has(o.type));
+  // Only an approved role is a role the company actually operates as. A pending
+  // one carries no reference yet, and must not read as granted.
+  const activeRoles = roleOptions.filter(
+    (o) => refByType.get(o.type)?.status === "active",
+  );
 
   return (
     <Card

apps/edr-freight-web/portal/src/pages/accounts/CompanyProfileForm.tsx

@@ -248,9 +248,8 @@ export default function CompanyProfileForm({
   } | null>(null);
 
   const handleETradeDataLoaded = (data: CompanyRegistrationData) => {
-    // Company name comes from the eTrade manager/owner name on the license.
+    if (data.companyName) {
-    if (data.managerName) {
+      setValue("companyName", data.companyName, { shouldValidate: true });
-      setValue("companyName", data.managerName, { shouldValidate: true });
     }
     setValue("licenceNumber", data.licenceNumber);
     setValue("statusDescription", data.statusDescription);

apps/edr-freight-web/portal/src/pages/contracts/NewContractPage.tsx

@@ -392,7 +392,7 @@ export default function NewContractPage({
     [profileStatusByType, profileTypes],
   );
 
-  // Create-profile modal state (license upload → createProfileAndSwitch).
+  // Create-profile modal state (license upload → createProfile).
   const [createTarget, setCreateTarget] = useState<ProfileTypeValue | null>(
     null,
   );
@@ -416,7 +416,7 @@ export default function NewContractPage({
       type: ProfileTypeValue;
       files: File[];
     }) => {
-      const res = await auth.createProfileAndSwitch(type, files);
+      const res = await auth.createProfile(type, files);
       if (!res.success) {
         throw new Error(res.error?.message ?? "Failed to create profile");
       }

apps/edr-freight-web/portal/src/pages/settings/CompanyRolesCard.tsx

@@ -10,6 +10,7 @@ import {
   Title,
 } from "@mantine/core";
 import { api } from "@/services/api";
+import type { CompanyProfileResponse } from "@/services/companies.service";
 import type { ProfileResponse } from "@/types/profile";
 import RoleCard from "./RoleCard";
 import { rolesForCompanyType } from "./companyRoles";
@@ -18,6 +19,32 @@ interface CompanyRolesCardProps {
   profile: ProfileResponse;
 }
 
+/**
+ * How an existing role reads on the card. Only an `active` role is "approved" —
+ * anything else is locked (a profile already exists, so it cannot be re-added)
+ * but must never be presented as granted.
+ */
+function roleStatusView(p: CompanyProfileResponse): {
+  note: string;
+  color: string;
+  approved: boolean;
+} {
+  switch (p.status) {
+    case "active":
+      return { note: `Active · ${p.reference}`, color: "edr-green", approved: true };
+    case "pending":
+      return { note: "Pending review", color: "yellow.7", approved: false };
+    case "rejected":
+      return { note: "Rejected", color: "red.7", approved: false };
+    case "suspended":
+      return { note: "Suspended", color: "orange.7", approved: false };
+    case "blacklisted":
+      return { note: "Blacklisted", color: "red.7", approved: false };
+    default:
+      return { note: p.status, color: "edr-muted", approved: false };
+  }
+}
+
 export default function CompanyRolesCard({ profile }: CompanyRolesCardProps) {
   const queryClient = useQueryClient();
 
@@ -26,17 +53,18 @@ export default function CompanyRolesCard({ profile }: CompanyRolesCardProps) {
     [profile.companyType],
   );
 
-  // Roles already persisted (active + locked), keyed by type -> reference.
+  // Roles already persisted, keyed by type. Existence locks the card; the
-  const activeByType = useMemo(() => {
+  // profile's own status decides how it is labelled.
-    const map = new Map<string, string>();
+  const profileByType = useMemo(() => {
-    for (const p of profile.companyProfiles) map.set(p.type, p.reference);
+    const map = new Map<string, CompanyProfileResponse>();
+    for (const p of profile.companyProfiles) map.set(p.type, p);
     return map;
   }, [profile.companyProfiles]);
 
   const [selected, setSelected] = useState<Set<string>>(new Set());
 
   const toggle = (type: string) => {
-    if (activeByType.has(type)) return; // add-only: active roles are locked
+    if (profileByType.has(type)) return; // add-only: existing roles are locked
     setSelected((prev) => {
       const next = new Set(prev);
       if (next.has(type)) next.delete(type);
@@ -83,7 +111,8 @@ export default function CompanyRolesCard({ profile }: CompanyRolesCardProps) {
       ) : (
         <SimpleGrid cols={{ base: 1, sm: 2 }} spacing="md">
           {options.map((opt) => {
-            const isActive = activeByType.has(opt.type);
+            const existing = profileByType.get(opt.type);
+            const view = existing ? roleStatusView(existing) : undefined;
             return (
               <RoleCard
                 key={opt.type}
@@ -91,10 +120,10 @@ export default function CompanyRolesCard({ profile }: CompanyRolesCardProps) {
                 description={opt.description}
                 icon={opt.icon}
                 selected={selected.has(opt.type)}
-                locked={isActive}
+                locked={Boolean(existing)}
-                lockedNote={
+                approved={view?.approved}
-                  isActive ? `Active · ${activeByType.get(opt.type)}` : undefined
+                lockedNote={view?.note}
-                }
+                lockedNoteColor={view?.color}
                 onClick={() => toggle(opt.type)}
               />
             );

apps/edr-freight-web/portal/src/pages/settings/RoleCard.tsx

@@ -7,10 +7,17 @@ export interface RoleCardProps {
   icon: React.ReactNode;
   /** Highlighted because the user just selected it (toggleable). */
   selected?: boolean;
-  /** Highlighted and non-interactive because it is already persisted. */
+  /** Non-interactive because a profile for this role already exists. */
   locked?: boolean;
+  /**
+   * Approved by a reviewer. Drives the green "granted" treatment, which a
+   * merely-locked role (e.g. still pending review) must not receive.
+   */
+  approved?: boolean;
   /** Small note under the description, e.g. "Active · IM-00001". */
   lockedNote?: string;
+  /** Mantine color for {@link lockedNote}; matches the role's status. */
+  lockedNoteColor?: string;
   onClick?: () => void;
 }
 
@@ -25,10 +32,12 @@ export default function RoleCard({
   icon,
   selected = false,
   locked = false,
+  approved = false,
   lockedNote,
+  lockedNoteColor = "edr-green",
   onClick,
 }: RoleCardProps) {
-  const highlighted = selected || locked;
+  const highlighted = selected || approved;
 
   return (
     <UnstyledButton
@@ -37,8 +46,12 @@ export default function RoleCard({
       className={`group block rounded-lg border! p-5! text-left transition-all duration-200 ${
         highlighted
           ? "border-[var(--mantine-color-edr-green-5)]! bg-edr-soft!"
-          : "border-edr-border! bg-edr-card! hover:-translate-y-0.5 hover:border-[var(--mantine-color-edr-green-5)]! hover:bg-edr-soft"
+          : "border-edr-border! bg-edr-card!"
-      } ${locked ? "cursor-default" : ""}`}
+      } ${
+        locked
+          ? "cursor-default"
+          : "hover:-translate-y-0.5 hover:border-[var(--mantine-color-edr-green-5)]! hover:bg-edr-soft"
+      }`}
     >
       <Group gap="md" wrap="nowrap" align="start">
         <ThemeIcon
@@ -58,7 +71,7 @@ export default function RoleCard({
             {description}
           </Text>
           {lockedNote && (
-            <Text size="xs" c="edr-green" mt={6} fw={600}>
+            <Text size="xs" c={lockedNoteColor} mt={6} fw={600}>
               {lockedNote}
             </Text>
           )}

apps/edr-freight-web/portal/src/pages/settings/TabDocuments.tsx

@@ -385,7 +385,8 @@ function ProfileLicenseRow({
     <Stack gap="sm">
       <Group justify="space-between" align="center">
         <Text size="sm" fw={700} c="edr-text">
-          {ROLE_LABELS[profile.type] ?? profile.type} · {profile.reference}
+          {ROLE_LABELS[profile.type] ?? profile.type}
+          {profile.reference ? ` · ${profile.reference}` : ""}
         </Text>
         <Button
           variant="light"

packages/types/src/freight/etrade.ts

@@ -60,6 +60,12 @@ export interface ETradeCompanyInfo {
 }
 
 export interface CompanyRegistrationData {
+  /**
+   * The registered organization name — `ETradeCompanyInfo.BusinessName`, falling
+   * back to the licence's `TradeName`. Never the manager/owner's personal name;
+   * that is {@link managerName}.
+   */
+  companyName: string;
   licenceNumber: string;
   statusDescription: string;
   dateRegistered: string;

packages/types/src/freight/notifications.ts

@@ -30,6 +30,7 @@ export enum NotificationPriority {
 export enum NotificationType {
   GENERIC = "GENERIC",
   // Portal-facing (customer)
+  ACCOUNT_STATUS = "ACCOUNT_STATUS",
   CLEARANCE_DECISION = "CLEARANCE_DECISION",
   DOCUMENT_ACTION = "DOCUMENT_ACTION",
   BOOKING_STATUS = "BOOKING_STATUS",