Portal Integration Module

This module connects the platform to government tax portals so that notices can be automatically fetched into the system. Three portals are supported:

• GST Portal — Goods and Services Tax Portal

• Income Tax Portal — Income Tax Department Portal

• TDS Portal (TRACES) — TDS Reconciliation Analysis and Correction Enabling System

Main Screen

On navigating to Portal Integration, the main screen displays:

Portal Cards (Top Section)

Three cards are displayed side by side, one for each portal:

Element	Description
Portal Name	Displayed as the card header (e.g., "GST Portal") with a portal-specific icon
Portal Description	Subtitle text describing the portal (e.g., "Goods and Services Tax Portal")
Status Badge	Shows Connected (green badge) or Not Connected depending on overall portal connectivity
Configure Button	Opens the credential configuration screen for that specific portal. Displays a gear icon alongside the label "Configure"

Recent Sync Activity Table (Bottom Section)

Below the portal cards, a Recent Sync Activity table shows the status of all data fetch jobs. A Refresh button (top-right of this section) reloads the table.

Column	Description
Sr. No.	Row number
Portal Type	The portal from which data was fetched (e.g., "GST")
Portal Identity	The GSTIN/PAN/TAN used for the fetch (e.g., "09AAFHH6756K1ZQ")
Status	Job status — displayed as a badge: Done (green) or Failed (red)
Start Time	Timestamp when the sync job started (format: DD-MM-YYYY HH:MM:SS)
Completed Time	Timestamp when the sync job finished
Actions	For Failed jobs only: an Eye icon button appears, which opens the error log for diagnosis. No action is shown for successful jobs

Pagination is available at the bottom (e.g., "Total 4884 items"), with page size options (default: 20/page).

Configure Screen (View/Edit Business Credentials)

Clicking Configure on any portal card opens a View/Edit Business Credentials modal/side panel. This screen lists all business entities associated with that portal.

Listing Table Columns

Column	Description
Sr. No.	Row number
Business Name	Name of the business entity (auto-populated from Business Entities module)
GSTIN	The GSTIN associated with the business (for GST portal). For Income Tax, this column shows PAN; for TRACES, it shows TAN
User Name	The portal login username configured for this business
Account Status	Badge showing Verified (green) or Not Verified (red)
Actions	Three-dot menu with available actions

Pagination is shown at the bottom (e.g., "Total 74 items").

A Close (×) button in the top-right corner dismisses the panel.

Actions Menu (Three-dot → Edit)

Clicking the three-dot icon under Actions opens a menu. Selecting Edit opens the credential entry form:

Field	Description
Username	Text input — pre-filled for existing businesses; editable for new entries
Password	Password input — masked by default

Buttons:

• Submit — saves credentials and triggers verification. On success, the Account Status changes to Verified.

• Cancel — discards changes and closes the form.

Viewing Password (OTP-Protected)

1. In the Edit screen, click the Eye icon on the password field.

2. An OTP is sent to the logged-in user's registered email.

3. Enter the OTP in the prompt that appears.

4. On correct OTP entry, the password becomes visible in the field.

Verifying Unverified Accounts

If an existing business shows Not Verified:

1. Click the Not Verified badge directly, or use Actions → Edit.

2. Confirm or re-enter the correct credentials.

3. Click Submit.

4. If the credentials are valid, the status changes to Verified.

Fetch Data Action

From the Actions menu, selecting Fetch Data:

1. A popup appears confirming: "Triggered Successfully".

2. The fetch job appears in the Recent Sync Activity table on the main Portal Integration screen.

3. After job completion (status = Done), the fetched notices are available in the Notices & Orders module.

4. If the job status is Failed, click the Eye icon in the Actions column of the sync activity table to view the error log.