Enhance compliance client API and add user profile search (#266)

* start extension

* industry classisiication

* update

* add client status, vat registration, contact details and business name to compliance client proto

Extend client.proto with creation_date, status (ClientStatus enum), verification_status_reason,
description, paas_agreement_version, and roles fields. Extend company.proto with
vat_registration_number, contact_details, and business_name fields. Add new client_status.proto
with CLIENT_STATUS_ACTIVE, CLIENT_STATUS_INACTIVE, and CLIENT_STATUS_COMPLETE_PROFILE values.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* client upgrades

* typo

* fix: remove stale BatchGetUserProfilesByUser doc examples that broke Go tests

The RPC method was removed from protobuf definitions but the generated
documentation examples were not cleaned up, causing compilation failures.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* relocate business name

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>

Author: BRBussy

docs/docs/api-reference/compliance/client/v1/service/fail-client-verification/example.go

@@ -0,0 +1,35 @@
+package main
+
+import (
+	"context"
+	"log"
+
+	clientv1 "github.com/meshtrade/api/go/compliance/client/v1"
+)
+
+func main() {
+	ctx := context.Background()
+
+	// Default configuration is used and credentials come from MESH_API_CREDENTIALS
+	// environment variable or default discovery methods. Zero config required
+	// unless you want custom configuration.
+	service, err := clientv1.NewClientService()
+	if err != nil {
+		log.Fatalf("Failed to create service: %v", err)
+	}
+	defer service.Close()
+
+	// Fail verification with comments explaining the reason
+	request := &clientv1.FailClientVerificationRequest{
+		Client:   "compliance/clients/01HQZXYZ9ABCDEFGHIJKLMNPQR",
+		Comments: []string{"Missing proof of address documentation"},
+	}
+
+	// Call the FailClientVerification method
+	client, err := service.FailClientVerification(ctx, request)
+	if err != nil {
+		log.Fatalf("FailClientVerification failed: %v", err)
+	}
+
+	log.Printf("Verification failed, status: %s", client.VerificationStatus)
+}

docs/docs/api-reference/compliance/client/v1/service/fail-client-verification/example.java

@@ -0,0 +1,28 @@
+import co.meshtrade.api.compliance.client.v1.ClientService;
+import co.meshtrade.api.compliance.client.v1.Service.FailClientVerificationRequest;
+import co.meshtrade.api.compliance.client.v1.Client.Client;
+
+import java.util.Optional;
+
+public class FailClientVerificationExample {
+    public static void main(String[] args) {
+        // Default configuration is used and credentials come from MESH_API_CREDENTIALS
+        // environment variable or default discovery methods. Zero config required
+        // unless you want custom configuration.
+        try (ClientService service = new ClientService()) {
+            // Fail verification with comments explaining the reason
+            FailClientVerificationRequest request = FailClientVerificationRequest.newBuilder()
+                .setClient("compliance/clients/01HQZXYZ9ABCDEFGHIJKLMNPQR")
+                .addComments("Missing proof of address documentation")
+                .build();
+
+            // Call the FailClientVerification method
+            Client client = service.failClientVerification(request, Optional.empty());
+
+            System.out.println("Verification failed, status: " + client.getVerificationStatus());
+        } catch (Exception e) {
+            System.err.println("FailClientVerification failed: " + e.getMessage());
+            e.printStackTrace();
+        }
+    }
+}

docs/docs/api-reference/compliance/client/v1/service/fail-client-verification/example.py

@@ -0,0 +1,27 @@
+from meshtrade.compliance.client.v1 import (
+    ClientService,
+    FailClientVerificationRequest,
+)
+
+
+def main():
+    # Default configuration is used and credentials come from MESH_API_CREDENTIALS
+    # environment variable or default discovery methods. Zero config required
+    # unless you want custom configuration.
+    service = ClientService()
+
+    with service:
+        # Fail verification with comments explaining the reason
+        request = FailClientVerificationRequest(
+            client="compliance/clients/01HQZXYZ9ABCDEFGHIJKLMNPQR",
+            comments=["Missing proof of address documentation"],
+        )
+
+        # Call the FailClientVerification method
+        client = service.fail_client_verification(request)
+
+        print(f"Verification failed, status: {client.verification_status}")
+
+
+if __name__ == "__main__":
+    main()

docs/docs/api-reference/compliance/client/v1/service/mark-client-verified/example.go

@@ -0,0 +1,37 @@
+package main
+
+import (
+	"context"
+	"log"
+	"time"
+
+	clientv1 "github.com/meshtrade/api/go/compliance/client/v1"
+	"google.golang.org/protobuf/types/known/timestamppb"
+)
+
+func main() {
+	ctx := context.Background()
+
+	// Default configuration is used and credentials come from MESH_API_CREDENTIALS
+	// environment variable or default discovery methods. Zero config required
+	// unless you want custom configuration.
+	service, err := clientv1.NewClientService()
+	if err != nil {
+		log.Fatalf("Failed to create service: %v", err)
+	}
+	defer service.Close()
+
+	// Mark client as verified with next review date in one year
+	request := &clientv1.MarkClientVerifiedRequest{
+		Client:               "compliance/clients/01HQZXYZ9ABCDEFGHIJKLMNPQR",
+		NextVerificationDate: timestamppb.New(time.Now().AddDate(1, 0, 0)),
+	}
+
+	// Call the MarkClientVerified method
+	client, err := service.MarkClientVerified(ctx, request)
+	if err != nil {
+		log.Fatalf("MarkClientVerified failed: %v", err)
+	}
+
+	log.Printf("Client verified, next review: %s", client.NextVerificationDate.AsTime())
+}

docs/docs/api-reference/compliance/client/v1/service/mark-client-verified/example.java

@@ -0,0 +1,37 @@
+import co.meshtrade.api.compliance.client.v1.ClientService;
+import co.meshtrade.api.compliance.client.v1.Service.MarkClientVerifiedRequest;
+import co.meshtrade.api.compliance.client.v1.Client.Client;
+import com.google.protobuf.Timestamp;
+
+import java.time.Instant;
+import java.time.temporal.ChronoUnit;
+import java.util.Optional;
+
+public class MarkClientVerifiedExample {
+    public static void main(String[] args) {
+        // Default configuration is used and credentials come from MESH_API_CREDENTIALS
+        // environment variable or default discovery methods. Zero config required
+        // unless you want custom configuration.
+        try (ClientService service = new ClientService()) {
+            // Mark client as verified with next review date in one year
+            Instant nextReview = Instant.now().plus(365, ChronoUnit.DAYS);
+            Timestamp nextVerificationDate = Timestamp.newBuilder()
+                .setSeconds(nextReview.getEpochSecond())
+                .setNanos(nextReview.getNano())
+                .build();
+
+            MarkClientVerifiedRequest request = MarkClientVerifiedRequest.newBuilder()
+                .setClient("compliance/clients/01HQZXYZ9ABCDEFGHIJKLMNPQR")
+                .setNextVerificationDate(nextVerificationDate)
+                .build();
+
+            // Call the MarkClientVerified method
+            Client client = service.markClientVerified(request, Optional.empty());
+
+            System.out.println("Client verified, next review: " + client.getNextVerificationDate());
+        } catch (Exception e) {
+            System.err.println("MarkClientVerified failed: " + e.getMessage());
+            e.printStackTrace();
+        }
+    }
+}

docs/docs/api-reference/compliance/client/v1/service/mark-client-verified/example.py

@@ -0,0 +1,34 @@
+from datetime import datetime, timedelta
+
+from google.protobuf.timestamp_pb2 import Timestamp
+
+from meshtrade.compliance.client.v1 import (
+    ClientService,
+    MarkClientVerifiedRequest,
+)
+
+
+def main():
+    # Default configuration is used and credentials come from MESH_API_CREDENTIALS
+    # environment variable or default discovery methods. Zero config required
+    # unless you want custom configuration.
+    service = ClientService()
+
+    with service:
+        # Mark client as verified with next review date in one year
+        next_review = Timestamp()
+        next_review.FromDatetime(datetime.now() + timedelta(days=365))
+
+        request = MarkClientVerifiedRequest(
+            client="compliance/clients/01HQZXYZ9ABCDEFGHIJKLMNPQR",
+            next_verification_date=next_review,
+        )
+
+        # Call the MarkClientVerified method
+        client = service.mark_client_verified(request)
+
+        print(f"Client verified, next review: {client.next_verification_date}")
+
+
+if __name__ == "__main__":
+    main()

docs/docs/api-reference/compliance/client/v1/service/start-client-verification/example.go

@@ -0,0 +1,34 @@
+package main
+
+import (
+	"context"
+	"log"
+
+	clientv1 "github.com/meshtrade/api/go/compliance/client/v1"
+)
+
+func main() {
+	ctx := context.Background()
+
+	// Default configuration is used and credentials come from MESH_API_CREDENTIALS
+	// environment variable or default discovery methods. Zero config required
+	// unless you want custom configuration.
+	service, err := clientv1.NewClientService()
+	if err != nil {
+		log.Fatalf("Failed to create service: %v", err)
+	}
+	defer service.Close()
+
+	// Start verification for a client
+	request := &clientv1.StartClientVerificationRequest{
+		Client: "compliance/clients/01HQZXYZ9ABCDEFGHIJKLMNPQR",
+	}
+
+	// Call the StartClientVerification method
+	client, err := service.StartClientVerification(ctx, request)
+	if err != nil {
+		log.Fatalf("StartClientVerification failed: %v", err)
+	}
+
+	log.Printf("Verification started, status: %s", client.VerificationStatus)
+}

docs/docs/api-reference/compliance/client/v1/service/start-client-verification/example.java

@@ -0,0 +1,27 @@
+import co.meshtrade.api.compliance.client.v1.ClientService;
+import co.meshtrade.api.compliance.client.v1.Service.StartClientVerificationRequest;
+import co.meshtrade.api.compliance.client.v1.Client.Client;
+
+import java.util.Optional;
+
+public class StartClientVerificationExample {
+    public static void main(String[] args) {
+        // Default configuration is used and credentials come from MESH_API_CREDENTIALS
+        // environment variable or default discovery methods. Zero config required
+        // unless you want custom configuration.
+        try (ClientService service = new ClientService()) {
+            // Start verification for a client
+            StartClientVerificationRequest request = StartClientVerificationRequest.newBuilder()
+                .setClient("compliance/clients/01HQZXYZ9ABCDEFGHIJKLMNPQR")
+                .build();
+
+            // Call the StartClientVerification method
+            Client client = service.startClientVerification(request, Optional.empty());
+
+            System.out.println("Verification started, status: " + client.getVerificationStatus());
+        } catch (Exception e) {
+            System.err.println("StartClientVerification failed: " + e.getMessage());
+            e.printStackTrace();
+        }
+    }
+}

docs/docs/api-reference/compliance/client/v1/service/start-client-verification/example.py

@@ -0,0 +1,24 @@
+from meshtrade.compliance.client.v1 import (
+    ClientService,
+    StartClientVerificationRequest,
+)
+
+
+def main():
+    # Default configuration is used and credentials come from MESH_API_CREDENTIALS
+    # environment variable or default discovery methods. Zero config required
+    # unless you want custom configuration.
+    service = ClientService()
+
+    with service:
+        # Start verification for a client
+        request = StartClientVerificationRequest(client="compliance/clients/01HQZXYZ9ABCDEFGHIJKLMNPQR")
+
+        # Call the StartClientVerification method
+        client = service.start_client_verification(request)
+
+        print(f"Verification started, status: {client.verification_status}")
+
+
+if __name__ == "__main__":
+    main()

docs/docs/api-reference/compliance/client/v1/service/update-client/example.go

@@ -0,0 +1,38 @@
+package main
+
+import (
+	"context"
+	"log"
+
+	clientv1 "github.com/meshtrade/api/go/compliance/client/v1"
+)
+
+func main() {
+	ctx := context.Background()
+
+	// Default configuration is used and credentials come from MESH_API_CREDENTIALS
+	// environment variable or default discovery methods. Zero config required
+	// unless you want custom configuration.
+	service, err := clientv1.NewClientService()
+	if err != nil {
+		log.Fatalf("Failed to create service: %v", err)
+	}
+	defer service.Close()
+
+	// Update the client's display name
+	request := &clientv1.UpdateClientRequest{
+		Client: &clientv1.Client{
+			Name:        "compliance/clients/01HQZXYZ9ABCDEFGHIJKLMNPQR",
+			DisplayName: "Updated Client Name",
+			ShortName:   "UCN",
+		},
+	}
+
+	// Call the UpdateClient method
+	client, err := service.UpdateClient(ctx, request)
+	if err != nil {
+		log.Fatalf("UpdateClient failed: %v", err)
+	}
+
+	log.Printf("Client updated: %s", client.DisplayName)
+}