Revert demo to pre-2026-08-06 state (rollback today's push)
Reverts all commits pushed to demo today (a5124ca3,858c277a,a1a50ab8,f72abb09,fcf66657) back tof8c532f7as a single forward commit, without rewriting history. All reverted content (Share Withdrawal/Closure feature, TDS reports, KYC exception tracking, client-edit-email-dialog, form121 tab, search-select) remains intact on dev and was verified identical before this revert.
This commit is contained in:
@@ -6,11 +6,10 @@
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* file, You can obtain one at http://mozilla.org/MPL/2.0/.
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*/
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import { Component, OnInit, inject } from '@angular/core';
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import { Component, OnInit } from '@angular/core';
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import { FormsModule } from '@angular/forms';
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import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
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import { FaIconComponent } from '@fortawesome/angular-fontawesome';
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import { ClientsService } from '../clients/clients.service';
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interface KmNotice {
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no: string;
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@@ -32,24 +31,6 @@ interface KmEvidence {
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docket?: string;
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}
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/** One outreach attempt, as returned by GET /kyc/exceptions/{clientId}/contact-log. */
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interface KmContactLog {
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date: string;
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/** Display label for the channel used, e.g. 'SMS' / 'In-Branch Visit'. */
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action: string;
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notes: string;
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officer: string;
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/** True when this channel transmits (SMS/Email/WhatsApp) rather than being recorded offline. */
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platformSent?: boolean;
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/** True only when the notice actually reached the gateway. */
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delivered?: boolean;
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/** SENT | FAILED | SKIPPED_NO_DESTINATION | PROVIDER_NOT_CONFIGURED | NOT_APPLICABLE */
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deliveryStatus?: string;
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/** Officer-facing outcome sentence — shown verbatim so a failure is never mistaken for a send. */
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deliveryMessage?: string;
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destinationMasked?: string;
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}
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interface KmClient {
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id: string;
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av: string;
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@@ -85,17 +66,6 @@ interface KmClient {
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pendingActions: string[];
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actionTaken: string[];
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evidence: KmEvidence | null;
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isException?: boolean;
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exceptionReason?: string;
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exceptionRemarks?: string;
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exceptionDate?: string;
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exceptionResolved?: boolean;
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exceptionResolvedOn?: string;
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contactHistory?: KmContactLog[];
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kycId?: string;
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/** Whether the customer has a mobile / email on file — drives channel availability in the dialog. */
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hasMobile?: boolean;
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hasEmail?: boolean;
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}
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@Component({
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@@ -109,8 +79,7 @@ interface KmClient {
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]
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})
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export class KycManagementComponent implements OnInit {
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private clientsService = inject(ClientsService);
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activeSection: 'alerts' | 'notif' | 'audit' | 'status' | 'exceptions' = 'alerts';
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activeSection: 'alerts' | 'notif' | 'audit' | 'status' = 'alerts';
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modalOpen = false;
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modalTab: 'overview' | 'timeline' | 'notices' | 'evidence' | 'action' = 'overview';
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@@ -560,399 +529,15 @@ export class KycManagementComponent implements OnInit {
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};
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alertRows: KmClient[] = [];
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exceptionRows: KmClient[] = [];
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pendingExceptions: KmClient[] = [];
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resolvedExceptions: KmClient[] = [];
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activeExceptionSubTab: 'pending' | 'resolved' = 'pending';
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selectedExceptionReason = '';
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selectedExceptionContactStatus = '';
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// Dialog properties for exceptions
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contactDialogOpen = false;
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contactChannel = 'PHONE_CALL';
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contactNotes = '';
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contactOfficer = 'Neha Verma — KYC Officer (Bhopal Main)';
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/** In-flight guard — a double-click must not send the customer two notices. */
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contactSaving = false;
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/** Populated when the save itself failed (not when the save worked but delivery didn't). */
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contactError = '';
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/**
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* Channels offered in the Log Customer Contact dialog. `sends` marks the ones where saving
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* transmits a real notice to the customer, as opposed to recording an action the officer already
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* took offline — the dialog labels and the confirm button both key off it.
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*/
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readonly contactChannels: { value: string; label: string; sends: boolean; requires?: 'mobile' | 'email' }[] = [
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{ value: 'PHONE_CALL', label: 'Phone Call', sends: false },
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{ value: 'SMS', label: 'SMS', sends: true, requires: 'mobile' },
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{ value: 'EMAIL', label: 'Email', sends: true, requires: 'email' },
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{ value: 'WHATSAPP', label: 'WhatsApp Message', sends: true, requires: 'mobile' },
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{ value: 'BRANCH_VISIT', label: 'In-Branch Visit', sends: false },
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{ value: 'FIELD_VISIT', label: 'Agent Field Visit', sends: false }
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];
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resolveDialogOpen = false;
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resolveDocumentType = 'PAN';
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resolveDocumentNumber = '';
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resolveRemarks = '';
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resolvePanActive = false;
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resolvePanNumber = '';
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resolveAadhaarActive = false;
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resolveAadhaarNumber = '';
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resolveGeneralActive = false;
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resolveGeneralDocumentType = 'OVD';
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resolveGeneralDocumentNumber = '';
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showPanResolution = false;
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showAadhaarResolution = false;
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showGeneralResolution = false;
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ngOnInit(): void {
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this.alertRows = Object.values(this.clients);
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this.loadExceptions();
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}
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loadExceptions(): void {
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this.clientsService.getKycExceptions(false).subscribe({
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next: (data) => {
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this.pendingExceptions = data.map((item: any) => this.mapException(item, false));
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this.exceptionRows = this.pendingExceptions;
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this.loadContactHistories(this.pendingExceptions);
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},
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error: (err) => {
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console.error('Failed to load active exceptions', err);
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this.pendingExceptions = [];
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this.exceptionRows = [];
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}
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});
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this.clientsService.getKycExceptions(true).subscribe({
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next: (data) => {
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this.resolvedExceptions = data.map((item: any) => this.mapException(item, true));
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this.loadContactHistories(this.resolvedExceptions);
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},
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error: (err) => {
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console.error('Failed to load resolved exceptions', err);
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this.resolvedExceptions = [];
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}
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});
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}
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private mapException(item: any, resolved: boolean): KmClient {
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return {
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id: item.clientId?.toString(),
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av: (item.clientDisplayName || 'Client').split(' ').map((n: string) => n[0]).join('').substring(0, 2).toUpperCase(),
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name: item.clientDisplayName,
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meta: `${item.clientAccountNo || `CLI-${item.clientId}`} · Savings A/c · ${item.clientOfficeName || 'Bhopal Main'}`,
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account: item.clientAccountNo || `CLI-${item.clientId}`,
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state: 'alert',
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risk: item.riskCategoryCode?.toLowerCase() || 'low',
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riskLabel: item.riskCategory || 'Low Risk',
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expiry: 'Pending',
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daysLeft: 30,
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kyc: {
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type: item.kycType || 'Individual',
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initiated: item.initiatedOn || '—',
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lastVerified: item.verifiedOn || '—',
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validity: '—',
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pan: item.panNumber || '—',
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aadhaar: item.aadhaarNumberMasked || '—',
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panStatus: item.panVerified ? 'Verified' : 'Verification Failed',
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aadhaarStatus: item.aadhaarVerified ? 'Verified' : 'Verification Failed',
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panLink: 'Not Linked'
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},
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contact: {
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// Masked server-side; the full values never reach the browser. 'Not on file' is meaningful
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// here — it's why an SMS or Email channel will be unavailable for this customer.
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mobile: item.clientMobileMasked || 'Not on file',
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email: item.clientEmailMasked || 'Not on file',
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address: 'Client Address, Bhopal MP 462002',
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branch: item.clientOfficeName || 'Bhopal Main'
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},
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notices: [],
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noticesSent: 0,
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noticePending: resolved ? 'Resolved Exception' : 'Pending verification',
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nextStage: resolved ? 'Exception Resolved' : 'KYC Exceptions review',
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pendingActions: resolved ? [] : ['Resolve Exception reasons'],
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actionTaken: resolved ? ['KYC Exception resolved'] : [],
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evidence: null,
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isException: true,
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// No invented default — a record whose reason was never stored (or was cleared by the old
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// resolve path) must not be relabelled as a PAN failure it may never have had.
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exceptionReason: item.exceptionReason || 'Reason not recorded',
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exceptionRemarks: item.remarks || '',
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exceptionDate: item.initiatedOn || '—',
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exceptionResolved: resolved,
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exceptionResolvedOn: item.exceptionResolvedOn || '—',
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contactHistory: [],
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kycId: item.id?.toString(),
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hasMobile: item.hasMobile === true,
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hasEmail: item.hasEmail === true
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};
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}
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/**
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* Pull each row's persisted outreach history. Fired after the exception list loads; a failure on
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* one row leaves that row's history empty rather than blanking the whole grid.
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*/
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private loadContactHistories(rows: KmClient[]): void {
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for (const row of rows) {
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if (!row.id) continue;
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this.clientsService.getKycContactLog(row.id).subscribe({
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next: (logs) => {
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row.contactHistory = (logs || []).map((log: any) => this.mapContactLog(log));
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},
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error: (err) => {
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console.error(`Failed to load contact log for client ${row.id}`, err);
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}
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});
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}
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}
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get notYetContactedCount(): number {
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return this.exceptionRows.filter(c => !c.contactHistory || c.contactHistory.length === 0).length;
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}
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get panMismatchesCount(): number {
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return this.exceptionRows.filter(c => c.exceptionReason?.includes('PAN')).length;
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}
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get aadhaarFailuresCount(): number {
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return this.exceptionRows.filter(c => c.exceptionReason?.includes('Aadhaar')).length;
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}
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showSection(section: 'alerts' | 'notif' | 'audit' | 'status' | 'exceptions'): void {
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showSection(section: 'alerts' | 'notif' | 'audit' | 'status'): void {
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this.activeSection = section;
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}
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openContactDialog(client: KmClient): void {
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this.current = client;
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this.contactChannel = 'PHONE_CALL';
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this.contactNotes = '';
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this.contactError = '';
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this.contactSaving = false;
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this.contactOfficer = this.bankOfficers[1]; // Neha Verma
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this.contactDialogOpen = true;
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}
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closeContactDialog(): void {
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this.contactDialogOpen = false;
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}
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/** The channel currently picked in the dialog. */
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get selectedChannel(): { value: string; label: string; sends: boolean; requires?: 'mobile' | 'email' } | undefined {
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return this.contactChannels.find(c => c.value === this.contactChannel);
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}
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/** True when saving will transmit a notice to the customer, not merely record one. */
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get selectedChannelSends(): boolean {
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return this.selectedChannel?.sends === true;
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}
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/**
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* True when the picked channel needs a destination the customer doesn't have. Blocks the save so
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* the officer isn't left reading a failure they could have seen up front.
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*/
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get selectedChannelUnavailable(): boolean {
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const requires = this.selectedChannel?.requires;
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if (!requires || !this.current) return false;
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return requires === 'mobile' ? this.current.hasMobile === false : this.current.hasEmail === false;
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}
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get contactSaveDisabled(): boolean {
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return !this.contactNotes?.trim() || !this.contactChannel || this.contactSaving || this.selectedChannelUnavailable;
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}
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/** 'Send & Save' when a notice goes out, plain 'Save Log' when it's an offline record. */
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get contactSaveLabel(): string {
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if (this.contactSaving) return this.selectedChannelSends ? 'Sending…' : 'Saving…';
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return this.selectedChannelSends ? 'Send & Save' : 'Save Log';
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}
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saveContactLog(): void {
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if (!this.current || this.contactSaveDisabled) return;
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const client = this.current;
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this.contactSaving = true;
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this.contactError = '';
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this.clientsService
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.saveKycContactLog(client.id, {
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channel: this.contactChannel,
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notes: this.contactNotes.trim(),
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officerName: this.contactOfficer
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})
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.subscribe({
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next: (log: any) => {
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this.contactSaving = false;
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client.contactHistory = [...(client.contactHistory || []), this.mapContactLog(log)];
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// The request succeeding does not mean the customer was reached — a gateway failure comes
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// back as HTTP 200 with delivered=false, so report what actually happened.
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if (log?.platformSent && !log?.delivered) {
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this.toast(log?.deliveryMessage || `Logged, but the ${log?.channelLabel || 'message'} could not be sent.`);
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} else {
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this.toast(log?.deliveryMessage || `Contact attempt logged successfully for ${client.name}`);
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}
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this.contactDialogOpen = false;
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},
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error: (err) => {
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this.contactSaving = false;
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// Keep the dialog open — the officer's notes are still in the textarea and would
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// otherwise be lost.
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this.contactError =
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err?.error?.errors?.[0]?.defaultUserMessage ||
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err?.error?.defaultUserMessage ||
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'Could not save the contact log. Please try again.';
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}
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});
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}
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private mapContactLog(log: any): KmContactLog {
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return {
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date: log?.contactedAt ? this.formatLogDate(log.contactedAt) : '—',
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action: log?.channelLabel || log?.channel || 'Contact',
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notes: log?.notes || '',
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officer: (log?.officerName || '').split(' — ')[0],
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platformSent: log?.platformSent,
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delivered: log?.delivered,
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deliveryStatus: log?.deliveryStatus,
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deliveryMessage: log?.deliveryMessage,
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destinationMasked: log?.destinationMasked
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};
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}
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/**
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* `contactedAt` arrives as a LocalDateTime — Jackson serialises it as an ISO string or as a
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* [y, m, d, h, min, s] array depending on the tenant's date-format setting, so handle both.
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*/
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private formatLogDate(value: any): string {
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const date = Array.isArray(value)
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? new Date(value[0], (value[1] || 1) - 1, value[2] || 1, value[3] || 0, value[4] || 0)
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: new Date(value);
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if (isNaN(date.getTime())) return '—';
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return date.toLocaleDateString('en-IN', { day: '2-digit', month: 'short', year: 'numeric' });
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}
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get isResolveValid(): boolean {
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if (!this.resolveRemarks?.trim()) return false;
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let anyActive = false;
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if (this.showPanResolution && this.resolvePanActive) {
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anyActive = true;
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if (!this.resolvePanNumber || this.resolvePanNumber.trim().length !== 10) return false;
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}
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if (this.showAadhaarResolution && this.resolveAadhaarActive) {
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anyActive = true;
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if (!this.resolveAadhaarNumber || this.resolveAadhaarNumber.trim().length !== 12) return false;
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}
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if (this.showGeneralResolution && this.resolveGeneralActive) {
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anyActive = true;
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if (!this.resolveGeneralDocumentNumber?.trim()) return false;
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}
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return anyActive;
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}
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openResolveDialog(client: KmClient): void {
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this.current = client;
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const reason = client.exceptionReason || '';
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this.showPanResolution = reason.includes('PAN');
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this.showAadhaarResolution = reason.includes('Aadhaar');
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this.showGeneralResolution = !this.showPanResolution && !this.showAadhaarResolution;
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this.resolvePanActive = this.showPanResolution;
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this.resolveAadhaarActive = this.showAadhaarResolution;
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this.resolveGeneralActive = this.showGeneralResolution;
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this.resolvePanNumber = '';
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this.resolveAadhaarNumber = '';
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this.resolveGeneralDocumentType = 'OVD';
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this.resolveGeneralDocumentNumber = '';
|
||||
this.resolveRemarks = '';
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||||
this.resolveDialogOpen = true;
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}
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||||
|
||||
closeResolveDialog(): void {
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this.resolveDialogOpen = false;
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}
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||||
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||||
saveResolveKyc(): void {
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if (!this.current || !this.current.kycId) return;
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const clientId = this.current.id;
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const kycId = this.current.kycId;
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||||
|
||||
const today = new Date();
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||||
const day = today.getDate().toString().padStart(2, '0');
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const months = ['January', 'February', 'March', 'April', 'May', 'June', 'July', 'August', 'September', 'October', 'November', 'December'];
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const monthStr = months[today.getMonth()];
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const year = today.getFullYear();
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const dateStr = `${day} ${monthStr} ${year}`;
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const resolvingPan = this.showPanResolution && this.resolvePanActive;
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const resolvingAadhaar = this.showAadhaarResolution && this.resolveAadhaarActive;
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const resolvingGeneral = this.showGeneralResolution && this.resolveGeneralActive;
|
||||
|
||||
const remainsPan = this.showPanResolution && !this.resolvePanActive;
|
||||
const remainsAadhaar = this.showAadhaarResolution && !this.resolveAadhaarActive;
|
||||
|
||||
const isFullyResolved = !remainsPan && !remainsAadhaar;
|
||||
|
||||
const resolvedKycData: any = {
|
||||
locale: 'en',
|
||||
dateFormat: 'dd MMMM yyyy',
|
||||
remarks: this.resolveRemarks || 'Resolved via exceptions dashboard'
|
||||
};
|
||||
|
||||
if (isFullyResolved) {
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||||
resolvedKycData.isException = false;
|
||||
resolvedKycData.exceptionResolved = true;
|
||||
resolvedKycData.exceptionResolvedOn = dateStr;
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||||
// Keep exceptionReason — the Resolved tab shows what was resolved, and clearing it destroys
|
||||
// the audit record of why the exception was ever raised.
|
||||
} else {
|
||||
resolvedKycData.isException = true;
|
||||
resolvedKycData.exceptionResolved = false;
|
||||
const remainingReasons: string[] = [];
|
||||
if (remainsPan) remainingReasons.push('PAN Card Verification Failed');
|
||||
if (remainsAadhaar) remainingReasons.push('Aadhaar Verification Failed');
|
||||
resolvedKycData.exceptionReason = remainingReasons.join(', ');
|
||||
}
|
||||
|
||||
if (resolvingPan) {
|
||||
resolvedKycData.panNumber = this.resolvePanNumber.toUpperCase().trim();
|
||||
resolvedKycData.panVerified = true;
|
||||
}
|
||||
if (resolvingAadhaar) {
|
||||
const aadhaarRaw = this.resolveAadhaarNumber.trim();
|
||||
resolvedKycData.aadhaarNumberMasked = 'XXXXXXXX' + aadhaarRaw.slice(-4);
|
||||
resolvedKycData.aadhaarVerified = true;
|
||||
}
|
||||
if (resolvingGeneral) {
|
||||
resolvedKycData.kycDocumentName = this.resolveGeneralDocumentType;
|
||||
resolvedKycData.kycDocumentNumber = this.resolveGeneralDocumentNumber;
|
||||
resolvedKycData.isException = false;
|
||||
resolvedKycData.exceptionResolved = true;
|
||||
resolvedKycData.exceptionResolvedOn = dateStr;
|
||||
// exceptionReason preserved — see the fully-resolved branch above.
|
||||
}
|
||||
|
||||
this.clientsService.updateClientKyc(clientId, kycId, resolvedKycData).subscribe({
|
||||
next: () => {
|
||||
const msg = isFullyResolved
|
||||
? `KYC Exception fully resolved and completed for ${this.current?.name}`
|
||||
: `KYC Exception partially resolved for ${this.current?.name}`;
|
||||
this.toast(msg);
|
||||
this.loadExceptions();
|
||||
this.resolveDialogOpen = false;
|
||||
},
|
||||
error: (err) => {
|
||||
console.error('Failed to resolve exception', err);
|
||||
this.toast('Failed to resolve exception. Please try again.');
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
openModal(id: string): void {
|
||||
const c = this.clients[id];
|
||||
if (!c) return;
|
||||
|
||||
Reference in New Issue
Block a user