fix(clients): rebuild CKYC document upload as a popup with full proof details

The CKYC tab's document cards now open a dedicated dialog (with client-side
preview) instead of expanding inline, collecting document type, number, and
issue/expiry dates the same way client creation does. Fixes several bugs
found along the way:

- Uploading a document type that's valid for both identity and address
  (Aadhaar, Passport, etc.) no longer 404s or 500s — the "no such endpoint"
  and case-sensitive ClientIdentifierStatus.valueOf("Active") crashes are
  both resolved.
- Edit Client's Identity-proof and Address-proof steps no longer show each
  other's document when both are dual-purpose OVD types, and no longer show
  stale/mismatched front-back scans after a document type change.
- Address-proof's own document preview never showed a document at all when
  no m_client_kyc record existed yet.

Document number and issue/expiry dates are persisted on the identifier
(documentKey + a shared "Issue date: ..., Expiry date: ..." description
convention) and read back by both the CKYC tab and Edit Client so the same
details appear everywhere.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
This commit is contained in:
2026-09-14 11:39:14 +05:30
co-authored by Claude Sonnet 5
parent ab58d7f74c
commit 31e99b1363
13 changed files with 1364 additions and 371 deletions
@@ -221,6 +221,22 @@
<mat-datepicker #addrIssueDatePicker></mat-datepicker>
</mat-form-field>
}
<mat-form-field appearance="outline" class="addr-ff">
<mat-label>Expiry date (optional)</mat-label>
<span matPrefix class="addr-prefix"><mat-icon>event_busy</mat-icon></span>
<input
matInput
[matDatepicker]="addrExpiryDatePicker"
formControlName="expiryDate"
[readonly]="readOnly || isAddressProofLinkedToKyc"
/>
<mat-datepicker-toggle
matSuffix
[for]="addrExpiryDatePicker"
[disabled]="readOnly || isAddressProofLinkedToKyc"
></mat-datepicker-toggle>
<mat-datepicker #addrExpiryDatePicker></mat-datepicker>
</mat-form-field>
</div>
<div class="addr-upload-grid" [class.addr-upload-grid--two]="selectedAddrProof.sides === 2">
@@ -238,14 +254,18 @@
@if (existingAddressProofDocuments.length > 0 && !addrFiles.front && readOnly) {
<div class="addr-dropzone addr-dropzone--has addr-dropzone--locked">
<div class="addr-dropzone__existing">
@if (addrMergedPreview) {
<img [src]="addrMergedPreview" alt="Saved address proof" class="addr-dropzone__thumb" />
@if (existingAddrFrontSlotPreview) {
<img
[src]="existingAddrFrontSlotPreview"
alt="Saved address proof"
class="addr-dropzone__thumb"
/>
} @else {
<mat-icon class="addr-dropzone__doc-ic">description</mat-icon>
}
<div class="addr-dropzone__existing-meta">
<span class="addr-dropzone__existing-name">
{{ existingAddressProofDocuments[0].fileName || existingAddressProofDocuments[0].name }}
{{ existingAddrFrontSlotName }}
</span>
<button type="button" class="addr-dropzone__view" (click)="viewExistingAddressProof()">
<mat-icon>visibility</mat-icon>
@@ -278,14 +298,18 @@
<!-- Edit mode WITH existing doc — let the user view it OR
click anywhere to replace. -->
<div class="addr-dropzone__existing">
@if (addrMergedPreview) {
<img [src]="addrMergedPreview" alt="Saved address proof" class="addr-dropzone__thumb" />
@if (existingAddrFrontSlotPreview) {
<img
[src]="existingAddrFrontSlotPreview"
alt="Saved address proof"
class="addr-dropzone__thumb"
/>
} @else {
<mat-icon class="addr-dropzone__doc-ic">description</mat-icon>
}
<div class="addr-dropzone__existing-meta">
<span class="addr-dropzone__existing-name">
{{ existingAddressProofDocuments[0].fileName || existingAddressProofDocuments[0].name }}
{{ existingAddrFrontSlotName }}
</span>
<div class="addr-dropzone__existing-actions">
<button
@@ -327,14 +351,18 @@
@if (existingAddressProofDocuments.length > 0 && !addrFiles.back && readOnly) {
<div class="addr-dropzone addr-dropzone--has addr-dropzone--locked">
<div class="addr-dropzone__existing">
@if (addrMergedPreview) {
<img [src]="addrMergedPreview" alt="Saved address proof" class="addr-dropzone__thumb" />
@if (existingAddrBackSlotPreview) {
<img
[src]="existingAddrBackSlotPreview"
alt="Saved address proof"
class="addr-dropzone__thumb"
/>
} @else {
<mat-icon class="addr-dropzone__doc-ic">description</mat-icon>
}
<div class="addr-dropzone__existing-meta">
<span class="addr-dropzone__existing-name">
{{ existingAddressProofDocuments[0].fileName || existingAddressProofDocuments[0].name }}
{{ existingAddrBackSlotName }}
</span>
<button type="button" class="addr-dropzone__view" (click)="viewExistingAddressProof()">
<mat-icon>visibility</mat-icon>
@@ -367,14 +395,18 @@
<!-- Edit mode WITH existing combined doc — same view + replace
pattern as the front slot, anchored to the saved file. -->
<div class="addr-dropzone__existing">
@if (addrMergedPreview) {
<img [src]="addrMergedPreview" alt="Saved address proof" class="addr-dropzone__thumb" />
@if (existingAddrBackSlotPreview) {
<img
[src]="existingAddrBackSlotPreview"
alt="Saved address proof"
class="addr-dropzone__thumb"
/>
} @else {
<mat-icon class="addr-dropzone__doc-ic">description</mat-icon>
}
<div class="addr-dropzone__existing-meta">
<span class="addr-dropzone__existing-name">
{{ existingAddressProofDocuments[0].fileName || existingAddressProofDocuments[0].name }}
{{ existingAddrBackSlotName }}
</span>
<div class="addr-dropzone__existing-actions">
<button
@@ -102,7 +102,8 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
Validators.required
],
documentKey: [''],
issueDate: ['']
issueDate: [''],
expiryDate: ['']
});
currentForm: UntypedFormGroup = this.fb.group({
@@ -222,6 +223,12 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
size: number;
previewUrl: string | null;
}[] = [];
/** Set only when the saved documents are separately-uploaded "<Proof> — Front"/"— Back"
* files (the CKYC tab / client-kyc-step convention) rather than this component's own single
* merged-PNG upload — lets the two slots show their own file instead of both showing
* whichever one happened to be first. */
private existingAddrFrontPreview: string | null = null;
private existingAddrBackPreview: string | null = null;
residenceTypes = [
'Owned',
@@ -307,11 +314,10 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
this.existingAddressProofDocuments = [];
if (this.existingKycDocSides.front) this.existingAddressProofDocuments.push(this.existingKycDocSides.front);
if (this.existingKycDocSides.back) this.existingAddressProofDocuments.push(this.existingKycDocSides.back);
if (this.existingKycDocSides.front?.previewUrl) {
this.addrMergedPreview = this.existingKycDocSides.front.previewUrl;
} else if (this.existingKycDocSides.back?.previewUrl) {
this.addrMergedPreview = this.existingKycDocSides.back.previewUrl;
}
// These already carry their own per-side preview from the KYC step's own mapping —
// keep the two slots distinct rather than collapsing them into one shared preview.
this.existingAddrFrontPreview = this.existingKycDocSides.front?.previewUrl || null;
this.existingAddrBackPreview = this.existingKycDocSides.back?.previewUrl || null;
this.existingAddressProofIdentifierId = this.existingKycIdentifierId;
}
} else if (this.isAddressProofLinkedToKyc) {
@@ -327,6 +333,8 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
this.currentForm.patchValue({ documentKey: '', issueDate: null });
this.addrFiles = { front: null, back: null };
this.addrMergedPreview = null;
this.existingAddrFrontPreview = null;
this.existingAddrBackPreview = null;
}
/**
@@ -356,6 +364,8 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
this.addrFiles = { front: null, back: null };
this.addrMergedFile = null;
this.addrMergedPreview = null;
this.existingAddrFrontPreview = null;
this.existingAddrBackPreview = null;
this.existingAddressProofIdentifierId = null;
this.existingAddressProofDocuments = [];
this.addressLoaded = false;
@@ -488,6 +498,7 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
proofId: any;
documentKey: string;
issueDate: string;
expiryDate: string;
files: { slot: string; file: File }[];
} {
const files: { slot: string; file: File }[] = [];
@@ -500,11 +511,13 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
}
}
const rawIssueDate = this.permanentForm.get('issueDate')?.value;
const rawExpiryDate = this.permanentForm.get('expiryDate')?.value;
return {
proof: this.selectedAddrProof,
proofId: this.permanentForm.get('proofId')?.value || '',
documentKey: this.permanentForm.get('documentKey')?.value || '',
issueDate: rawIssueDate ? this.dates.getDate(rawIssueDate) : '',
expiryDate: rawExpiryDate ? this.dates.getDate(rawExpiryDate) : '',
files
};
}
@@ -644,7 +657,14 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
this.tryLinkKycData();
return;
}
const identifier = identifiers.find((i: any) => this.findMatchingProof(i?.documentType?.name));
// Aadhaar, Passport, Voter ID and Driving Licence are valid OVDs for both this slot and
// the separate identity-proof one (client-kyc-step) — when a client has two such
// dual-purpose identifiers, that step always runs first and picks the OLDEST match (the
// one on file first, historically the identity proof), so picking the NEWEST match here
// lands this step on the other row without the two steps needing to coordinate.
const identifier = [...identifiers]
.sort((a: any, b: any) => (b?.id ?? 0) - (a?.id ?? 0))
.find((i: any) => this.findMatchingProof(i?.documentType?.name));
if (!identifier?.id) {
this.existingAddressProofCheckComplete = true;
this.tryLinkKycData();
@@ -664,14 +684,19 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
proofId: matchedProof.id,
documentKey: identifier.documentKey || ''
});
// The description carries `Issue date: yyyy-MM-dd` when set on create (see
// create-client.saveAddressProof) — pull it out so the form's issueDate field
// shows what was previously entered.
// The description carries "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" when set on
// create (see create-client.saveAddressProof / CkycTabComponent) — pull both out so the
// form's date fields show what was previously entered. Each match stops at the next
// comma so adding expiry after issue doesn't get swallowed into the issue-date capture.
const desc: string = identifier.description || '';
const issueMatch = desc.match(/Issue date:\s*(.+)$/i);
const issueMatch = desc.match(/Issue date:\s*([^,|]+)/i);
const expiryMatch = desc.match(/Expiry date:\s*([^,|]+)/i);
if (issueMatch) {
this.permanentForm.patchValue({ issueDate: this.dates.parseDate(issueMatch[1].trim()) });
}
if (expiryMatch) {
this.permanentForm.patchValue({ expiryDate: this.dates.parseDate(expiryMatch[1].trim()) });
}
}
this.clientsService.getClientIdentificationDocuments(this.existingAddressProofIdentifierId).subscribe({
@@ -685,6 +710,29 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
size: d.size || 0,
previewUrl: null as string | null
}));
const sideOf = (d: { name: string; fileName: string }): 'front' | 'back' | null => {
const text = `${d.name || ''} ${d.fileName || ''}`.toLowerCase();
if (text.includes('back')) return 'back';
if (text.includes('front')) return 'front';
return null;
};
// Changing the document type (e.g. Aadhaar -> Passport) keeps the old front/back
// files attached to this same identifier rather than removing them, so there can be
// more than one "— Front"/"— Back" pair on file — sort newest-first before matching
// or this would keep showing the very first scan ever uploaded here.
const byNewest = [...this.existingAddressProofDocuments].sort((a, b) => Number(b.id) - Number(a.id));
const frontDoc = byNewest.find((d) => sideOf(d) === 'front');
const backDoc = byNewest.find((d) => sideOf(d) === 'back');
if (frontDoc || backDoc) {
// Separately-uploaded front/back — each side gets its own preview.
if (frontDoc) this.downloadAddrSidePreview(frontDoc, 'front');
if (backDoc) this.downloadAddrSidePreview(backDoc, 'back');
return;
}
// Legacy/single-file case: one combined (or unlabelled) document covers both slots.
const firstImage = this.existingAddressProofDocuments.find((d) =>
(d.type || '').toLowerCase().startsWith('image/')
);
@@ -715,6 +763,50 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
});
}
private downloadAddrSidePreview(doc: { id: string; fileName: string; name: string }, slot: 'front' | 'back'): void {
this.clientsService.downloadClientIdentificationDocument(this.existingAddressProofIdentifierId!, doc.id).subscribe({
next: async (blob: any) => {
const buffer = await blob.arrayBuffer();
const bytes = new Uint8Array(buffer);
let binary = '';
for (let i = 0; i < bytes.length; i++) {
binary += String.fromCharCode(bytes[i]);
}
const url = 'data:' + blob.type + ';base64,' + btoa(binary);
if (slot === 'front') this.existingAddrFrontPreview = url;
else this.existingAddrBackPreview = url;
},
error: () => {}
});
}
/** What the Front slot should show: its own saved file when front/back were uploaded
* separately, falling back to the single combined preview for legacy/merged uploads. */
get existingAddrFrontSlotPreview(): string | null {
return this.existingAddrFrontPreview || this.addrMergedPreview;
}
get existingAddrFrontSlotName(): string {
const front = this.existingAddressProofDocuments.find((d) =>
`${d.name} ${d.fileName}`.toLowerCase().includes('front')
);
const doc = front || this.existingAddressProofDocuments[0];
return doc?.fileName || doc?.name || '';
}
/** Same as above, for the Back slot. */
get existingAddrBackSlotPreview(): string | null {
return this.existingAddrBackPreview || this.addrMergedPreview;
}
get existingAddrBackSlotName(): string {
const back = this.existingAddressProofDocuments.find((d) =>
`${d.name} ${d.fileName}`.toLowerCase().includes('back')
);
const doc = back || this.existingAddressProofDocuments[0];
return doc?.fileName || doc?.name || '';
}
onPinInput(tab: string) {
const form = this.getForm(tab);
const pin = form.get('pinCode')?.value?.replace(/\D/g, '') || '';
@@ -7,6 +7,7 @@
*/
import { Component, Input, OnInit, OnChanges, OnDestroy, SimpleChanges, inject } from '@angular/core';
import { forkJoin, catchError, of } from 'rxjs';
import { UntypedFormBuilder, UntypedFormGroup, Validators, FormsModule } from '@angular/forms';
import {
MatDialog,
@@ -1266,8 +1267,14 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
this.loadExistingKycIdentifier(data?.kycDocumentName);
},
error: () => {
// No existing KYC — that's fine for new clients
// No m_client_kyc row yet (e.g. CERSAI sync hasn't run) — that's fine, but the client
// can still have a KYC-type identifier already on file (uploaded via the CKYC tab,
// which writes straight to client_identifier and never touches this record). Look it
// up the same way the success branch does, just without a document-name hint.
this.kycLoaded = true;
this.loadExistingPhoto();
this.loadExistingSignature();
this.loadExistingKycIdentifier(undefined);
}
});
}
@@ -1283,8 +1290,13 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
*/
private loadExistingKycIdentifier(kycDocumentName: string | undefined): void {
if (!this.clientId) return;
this.clientsService.getClientIdentifiers(this.clientId).subscribe({
next: (identifiers: any[]) => {
forkJoin({
identifiers: this.clientsService.getClientIdentifiers(this.clientId),
// Only needed to spot the dual-purpose OVD types (Aadhaar/Passport/Voter ID/Driving
// Licence) below — a failure here just means that disambiguation step is skipped.
proofTypes: this.clientsService.getKycProofTypes().pipe(catchError(() => of({ addressProofs: [] })))
}).subscribe({
next: ({ identifiers, proofTypes }: { identifiers: any[]; proofTypes: any }) => {
if (!identifiers || identifiers.length === 0) return;
const cleanStr = (s: string) => (s || '').toLowerCase().replace(/[^a-z0-9]/g, '');
const isKycType = (i: any) => {
@@ -1297,6 +1309,13 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
})
);
};
// Aadhaar, Passport, Voter ID and Driving Licence are valid OVDs for BOTH this slot and
// the separate address-proof one (client-india-address-step) — a client with, say, a PAN
// identity proof and an Aadhaar address proof has two client_identifier rows that both
// pass isKycType. Without a name to go on, prefer whichever candidate is NOT also an
// address-proof type, so this slot doesn't grab the other step's file.
const addressTypeNames = new Set<string>((proofTypes?.addressProofs || []).map((p: any) => cleanStr(p?.name)));
const isAddressType = (i: any) => addressTypeNames.has(cleanStr(i?.documentType?.name));
// Re-uploading a KYC document creates a new identifier row rather than updating the
// old one in place (same pattern as OVD identifiers), so sort newest-first before
// picking — otherwise a repeat upload of the same document type would keep showing
@@ -1311,7 +1330,15 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
return name === kName || name.includes(kName) || kName.includes(name);
})
: null;
const identifier = match || sorted.find(isKycType);
// Last resort, when EVERY kyc-type candidate is also address-eligible (e.g. a client
// whose identity proof and address proof are both Aadhaar/Passport/Voter ID/Driving
// Licence): this stepper always runs before the address step in both the create and
// edit wizards, so the identity proof is the one that was on file first — pick the
// OLDEST match here, and the address step (client-india-address-step) picks the NEWEST
// among ITS own address-eligible candidates, so the two steps land on different rows
// without needing to coordinate at runtime.
const identifier =
match || sorted.find((i) => isKycType(i) && !isAddressType(i)) || [...sorted].reverse().find(isKycType);
if (!identifier?.id) return;
this.existingKycIdentifierId = identifier.id.toString();
@@ -1327,6 +1354,19 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
kycDocumentNumber: identifier.documentKey || ''
});
}
// Same for issue/expiry date — the CKYC tab (and client-india-address-step, for address
// proof) write "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" into the identifier's
// description; read it back here only to fill in whatever the KYC record itself doesn't
// already have, same as the documentKey backfill above.
const desc: string = identifier?.description || '';
const issueMatch = desc.match(/Issue date:\s*([^,|]+)/i);
const expiryMatch = desc.match(/Expiry date:\s*([^,|]+)/i);
if (issueMatch && !this.kycForm.get('kycDocIssueDate')?.value) {
this.kycForm.patchValue({ kycDocIssueDate: this.parseApiDate(issueMatch[1].trim()) });
}
if (expiryMatch && !this.kycForm.get('kycDocExpiryDate')?.value) {
this.kycForm.patchValue({ kycDocExpiryDate: this.parseApiDate(expiryMatch[1].trim()) });
}
this.clientsService.getClientIdentificationDocuments(this.existingKycIdentifierId).subscribe({
next: (docs: any[]) => {
@@ -204,6 +204,24 @@
<span class="ckyc-existing__source">from {{ existing.ADDRESS_PROOF.source }}</span>
</div>
</div>
@if (existing.ADDRESS_PROOF.previewUrl || existing.ADDRESS_PROOF.previewUrlBack) {
<div class="ckyc-existing__thumbs">
@if (existing.ADDRESS_PROOF.previewUrl) {
<img
[src]="existing.ADDRESS_PROOF.previewUrl"
alt="Address proof scan - front"
class="ckyc-existing__thumb"
/>
}
@if (existing.ADDRESS_PROOF.previewUrlBack) {
<img
[src]="existing.ADDRESS_PROOF.previewUrlBack"
alt="Address proof scan - back"
class="ckyc-existing__thumb"
/>
}
</div>
}
<div class="ckyc-existing__meta">
<fa-icon icon="file-alt"></fa-icon>
<span>{{ existing.ADDRESS_PROOF.name }}</span>
@@ -217,79 +235,52 @@
</span>
}
</div>
@if (cardDate('ADDRESS_PROOF', 'issue') || cardDate('ADDRESS_PROOF', 'expiry')) {
<div class="ckyc-existing__dates">
@if (cardDate('ADDRESS_PROOF', 'issue')) {
<span
><fa-icon icon="calendar-check"></fa-icon> Issued {{ cardDate('ADDRESS_PROOF', 'issue') }}</span
>
}
@if (cardDate('ADDRESS_PROOF', 'expiry')) {
<span
><fa-icon icon="calendar-check"></fa-icon> Expires {{ cardDate('ADDRESS_PROOF', 'expiry') }}</span
>
}
</div>
}
<button
mat-stroked-button
type="button"
class="ckyc-existing__replace"
(click)="toggleReplace('ADDRESS_PROOF')"
(click)="openUploadDialog('ADDRESS_PROOF')"
>
<fa-icon [icon]="existing.ADDRESS_PROOF.expanded ? 'times' : 'upload'"></fa-icon>
{{ existing.ADDRESS_PROOF.expanded ? 'Cancel replace' : 'Upload new version' }}
<fa-icon icon="upload"></fa-icon>
Upload new version
</button>
</div>
} @else {
<div class="ckyc-missing">
<p class="ckyc-upload-hint">Not uploaded yet. Accepted formats: PNG, JPEG, JPG, PDF</p>
<button mat-raised-button color="primary" type="button" (click)="openUploadDialog('ADDRESS_PROOF')">
<fa-icon icon="upload"></fa-icon>
&nbsp;{{ 'labels.buttons.Upload' | translate }}
</button>
</div>
}
@if (!existing.ADDRESS_PROOF.present || existing.ADDRESS_PROOF.expanded) {
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG, PDF</p>
<div class="ckyc-file-row">
<input
type="file"
#addressProofInput
accept=".png,.jpeg,.jpg,.pdf"
(change)="onFileSelect($event, 'ADDRESS_PROOF')"
[style.display]="'none'"
/>
<mat-form-field appearance="outline" class="ckyc-file-name-field">
<input
matInput
[readonly]="true"
[value]="addressProofFile?.name || ''"
[placeholder]="'labels.text.NoFileSelected' | translate"
/>
</mat-form-field>
<button mat-stroked-button type="button" (click)="addressProofInput.click()">
<fa-icon icon="folder-open" size="lg"></fa-icon>
&nbsp;{{ 'labels.buttons.Browse' | translate }}
</button>
</div>
<button
mat-raised-button
color="primary"
type="button"
[disabled]="!addressProofFile || uploading['ADDRESS_PROOF']"
(click)="uploadDocument('ADDRESS_PROOF')"
>
@if (uploading['ADDRESS_PROOF']) {
<div class="ckyc-uploading">
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
} @else {
{{ 'labels.buttons.Upload' | translate }}
<span>Uploading…</span>
</div>
}
</button>
@if (uploadErrors['ADDRESS_PROOF']) {
<div class="ckyc-upload-error">
<mat-icon>error_outline</mat-icon>
<span>{{ uploadErrors['ADDRESS_PROOF'] }}</span>
</div>
}
@if (uploadResponses['ADDRESS_PROOF']) {
<div class="ckyc-upload-response">
<p>
<b>{{ 'labels.inputs.Status' | translate }}:</b> {{ uploadResponses['ADDRESS_PROOF'].status }}
</p>
<p>
<b>{{ 'labels.inputs.Request ID' | translate }}:</b> {{ uploadResponses['ADDRESS_PROOF'].requestId }}
</p>
<p>
<b>{{ 'labels.inputs.Acknowledgement Number' | translate }}:</b>
{{ uploadResponses['ADDRESS_PROOF'].acknowledgementNumber }}
</p>
<p>
<b>{{ 'labels.inputs.Processing Status' | translate }}:</b>
{{ uploadResponses['ADDRESS_PROOF'].processingStatus }}
</p>
</div>
}
}
</mat-card-content>
</mat-card>
@@ -310,6 +301,24 @@
<span class="ckyc-existing__source">from {{ existing.PHOTO_PROOF.source }}</span>
</div>
</div>
@if (existing.PHOTO_PROOF.previewUrl || existing.PHOTO_PROOF.previewUrlBack) {
<div class="ckyc-existing__thumbs">
@if (existing.PHOTO_PROOF.previewUrl) {
<img
[src]="existing.PHOTO_PROOF.previewUrl"
alt="ID proof scan - front"
class="ckyc-existing__thumb"
/>
}
@if (existing.PHOTO_PROOF.previewUrlBack) {
<img
[src]="existing.PHOTO_PROOF.previewUrlBack"
alt="ID proof scan - back"
class="ckyc-existing__thumb"
/>
}
</div>
}
<div class="ckyc-existing__meta">
<fa-icon icon="id-card"></fa-icon>
<span>{{ existing.PHOTO_PROOF.name }}</span>
@@ -322,79 +331,50 @@
</span>
}
</div>
@if (cardDate('PHOTO_PROOF', 'issue') || cardDate('PHOTO_PROOF', 'expiry')) {
<div class="ckyc-existing__dates">
@if (cardDate('PHOTO_PROOF', 'issue')) {
<span><fa-icon icon="calendar-check"></fa-icon> Issued {{ cardDate('PHOTO_PROOF', 'issue') }}</span>
}
@if (cardDate('PHOTO_PROOF', 'expiry')) {
<span
><fa-icon icon="calendar-check"></fa-icon> Expires {{ cardDate('PHOTO_PROOF', 'expiry') }}</span
>
}
</div>
}
<button
mat-stroked-button
type="button"
class="ckyc-existing__replace"
(click)="toggleReplace('PHOTO_PROOF')"
(click)="openUploadDialog('PHOTO_PROOF')"
>
<fa-icon [icon]="existing.PHOTO_PROOF.expanded ? 'times' : 'upload'"></fa-icon>
{{ existing.PHOTO_PROOF.expanded ? 'Cancel replace' : 'Upload new version' }}
<fa-icon icon="upload"></fa-icon>
Upload new version
</button>
</div>
} @else {
<div class="ckyc-missing">
<p class="ckyc-upload-hint">Not uploaded yet. Accepted formats: PNG, JPEG, JPG, PDF</p>
<button mat-raised-button color="primary" type="button" (click)="openUploadDialog('PHOTO_PROOF')">
<fa-icon icon="upload"></fa-icon>
&nbsp;{{ 'labels.buttons.Upload' | translate }}
</button>
</div>
}
@if (!existing.PHOTO_PROOF.present || existing.PHOTO_PROOF.expanded) {
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG, PDF</p>
<div class="ckyc-file-row">
<input
type="file"
#photoProofInput
accept=".png,.jpeg,.jpg,.pdf"
(change)="onFileSelect($event, 'PHOTO_PROOF')"
[style.display]="'none'"
/>
<mat-form-field appearance="outline" class="ckyc-file-name-field">
<input
matInput
[readonly]="true"
[value]="photoProofFile?.name || ''"
[placeholder]="'labels.text.NoFileSelected' | translate"
/>
</mat-form-field>
<button mat-stroked-button type="button" (click)="photoProofInput.click()">
<fa-icon icon="folder-open" size="lg"></fa-icon>
&nbsp;{{ 'labels.buttons.Browse' | translate }}
</button>
</div>
<button
mat-raised-button
color="primary"
type="button"
[disabled]="!photoProofFile || uploading['PHOTO_PROOF']"
(click)="uploadDocument('PHOTO_PROOF')"
>
@if (uploading['PHOTO_PROOF']) {
<div class="ckyc-uploading">
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
} @else {
{{ 'labels.buttons.Upload' | translate }}
<span>Uploading…</span>
</div>
}
</button>
@if (uploadErrors['PHOTO_PROOF']) {
<div class="ckyc-upload-error">
<mat-icon>error_outline</mat-icon>
<span>{{ uploadErrors['PHOTO_PROOF'] }}</span>
</div>
}
@if (uploadResponses['PHOTO_PROOF']) {
<div class="ckyc-upload-response">
<p>
<b>{{ 'labels.inputs.Status' | translate }}:</b> {{ uploadResponses['PHOTO_PROOF'].status }}
</p>
<p>
<b>{{ 'labels.inputs.Request ID' | translate }}:</b> {{ uploadResponses['PHOTO_PROOF'].requestId }}
</p>
<p>
<b>{{ 'labels.inputs.Acknowledgement Number' | translate }}:</b>
{{ uploadResponses['PHOTO_PROOF'].acknowledgementNumber }}
</p>
<p>
<b>{{ 'labels.inputs.Processing Status' | translate }}:</b>
{{ uploadResponses['PHOTO_PROOF'].processingStatus }}
</p>
</div>
}
}
</mat-card-content>
</mat-card>
@@ -422,75 +402,34 @@
mat-stroked-button
type="button"
class="ckyc-existing__replace"
(click)="toggleReplace('CLIENT_IMAGE')"
(click)="openUploadDialog('CLIENT_IMAGE')"
>
<fa-icon [icon]="existing.CLIENT_IMAGE.expanded ? 'times' : 'upload'"></fa-icon>
{{ existing.CLIENT_IMAGE.expanded ? 'Cancel replace' : 'Upload new version' }}
<fa-icon icon="upload"></fa-icon>
Upload new version
</button>
</div>
} @else {
<div class="ckyc-missing">
<p class="ckyc-upload-hint">Not uploaded yet. Accepted formats: PNG, JPEG, JPG</p>
<button mat-raised-button color="primary" type="button" (click)="openUploadDialog('CLIENT_IMAGE')">
<fa-icon icon="upload"></fa-icon>
&nbsp;{{ 'labels.buttons.Upload' | translate }}
</button>
</div>
}
@if (!existing.CLIENT_IMAGE.present || existing.CLIENT_IMAGE.expanded) {
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG</p>
<div class="ckyc-file-row">
<input
type="file"
#clientImageInput
accept=".png,.jpeg,.jpg"
(change)="onFileSelect($event, 'CLIENT_IMAGE')"
[style.display]="'none'"
/>
<mat-form-field appearance="outline" class="ckyc-file-name-field">
<input
matInput
[readonly]="true"
[value]="clientImageFile?.name || ''"
[placeholder]="'labels.text.NoFileSelected' | translate"
/>
</mat-form-field>
<button mat-stroked-button type="button" (click)="clientImageInput.click()">
<fa-icon icon="folder-open" size="lg"></fa-icon>
&nbsp;{{ 'labels.buttons.Browse' | translate }}
</button>
</div>
<button
mat-raised-button
color="primary"
type="button"
[disabled]="!clientImageFile || uploading['CLIENT_IMAGE']"
(click)="uploadDocument('CLIENT_IMAGE')"
>
@if (uploading['CLIENT_IMAGE']) {
<div class="ckyc-uploading">
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
} @else {
{{ 'labels.buttons.Upload' | translate }}
<span>Uploading…</span>
</div>
}
</button>
@if (uploadErrors['CLIENT_IMAGE']) {
<div class="ckyc-upload-error">
<mat-icon>error_outline</mat-icon>
<span>{{ uploadErrors['CLIENT_IMAGE'] }}</span>
</div>
}
@if (uploadResponses['CLIENT_IMAGE']) {
<div class="ckyc-upload-response">
<p>
<b>{{ 'labels.inputs.Status' | translate }}:</b> {{ uploadResponses['CLIENT_IMAGE'].status }}
</p>
<p>
<b>{{ 'labels.inputs.Request ID' | translate }}:</b> {{ uploadResponses['CLIENT_IMAGE'].requestId }}
</p>
<p>
<b>{{ 'labels.inputs.Acknowledgement Number' | translate }}:</b>
{{ uploadResponses['CLIENT_IMAGE'].acknowledgementNumber }}
</p>
<p>
<b>{{ 'labels.inputs.Processing Status' | translate }}:</b>
{{ uploadResponses['CLIENT_IMAGE'].processingStatus }}
</p>
</div>
}
}
</mat-card-content>
</mat-card>
@@ -526,76 +465,34 @@
mat-stroked-button
type="button"
class="ckyc-existing__replace"
(click)="toggleReplace('CLIENT_SIGNATURE')"
(click)="openUploadDialog('CLIENT_SIGNATURE')"
>
<fa-icon [icon]="existing.CLIENT_SIGNATURE.expanded ? 'times' : 'upload'"></fa-icon>
{{ existing.CLIENT_SIGNATURE.expanded ? 'Cancel replace' : 'Upload new version' }}
<fa-icon icon="upload"></fa-icon>
Upload new version
</button>
</div>
} @else {
<div class="ckyc-missing">
<p class="ckyc-upload-hint">Not uploaded yet. Accepted formats: PNG, JPEG, JPG</p>
<button mat-raised-button color="primary" type="button" (click)="openUploadDialog('CLIENT_SIGNATURE')">
<fa-icon icon="upload"></fa-icon>
&nbsp;{{ 'labels.buttons.Upload' | translate }}
</button>
</div>
}
@if (!existing.CLIENT_SIGNATURE.present || existing.CLIENT_SIGNATURE.expanded) {
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG</p>
<div class="ckyc-file-row">
<input
type="file"
#clientSignatureInput
accept=".png,.jpeg,.jpg"
(change)="onFileSelect($event, 'CLIENT_SIGNATURE')"
[style.display]="'none'"
/>
<mat-form-field appearance="outline" class="ckyc-file-name-field">
<input
matInput
[readonly]="true"
[value]="clientSignatureFile?.name || ''"
[placeholder]="'labels.text.NoFileSelected' | translate"
/>
</mat-form-field>
<button mat-stroked-button type="button" (click)="clientSignatureInput.click()">
<fa-icon icon="folder-open" size="lg"></fa-icon>
&nbsp;{{ 'labels.buttons.Browse' | translate }}
</button>
</div>
<button
mat-raised-button
color="primary"
type="button"
[disabled]="!clientSignatureFile || uploading['CLIENT_SIGNATURE']"
(click)="uploadDocument('CLIENT_SIGNATURE')"
>
@if (uploading['CLIENT_SIGNATURE']) {
<div class="ckyc-uploading">
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
} @else {
{{ 'labels.buttons.Upload' | translate }}
<span>Uploading…</span>
</div>
}
</button>
@if (uploadErrors['CLIENT_SIGNATURE']) {
<div class="ckyc-upload-error">
<mat-icon>error_outline</mat-icon>
<span>{{ uploadErrors['CLIENT_SIGNATURE'] }}</span>
</div>
}
@if (uploadResponses['CLIENT_SIGNATURE']) {
<div class="ckyc-upload-response">
<p>
<b>{{ 'labels.inputs.Status' | translate }}:</b> {{ uploadResponses['CLIENT_SIGNATURE'].status }}
</p>
<p>
<b>{{ 'labels.inputs.Request ID' | translate }}:</b>
{{ uploadResponses['CLIENT_SIGNATURE'].requestId }}
</p>
<p>
<b>{{ 'labels.inputs.Acknowledgement Number' | translate }}:</b>
{{ uploadResponses['CLIENT_SIGNATURE'].acknowledgementNumber }}
</p>
<p>
<b>{{ 'labels.inputs.Processing Status' | translate }}:</b>
{{ uploadResponses['CLIENT_SIGNATURE'].processingStatus }}
</p>
</div>
}
}
</mat-card-content>
</mat-card>
</div>
@@ -553,15 +553,21 @@
margin: 0 0 12px;
}
.ckyc-file-row {
.ckyc-missing {
margin-top: 14px;
display: flex;
flex-direction: column;
gap: 10px;
align-items: flex-start;
gap: 8px;
margin-bottom: 12px;
}
.ckyc-file-name-field {
flex: 1;
.ckyc-uploading {
display: flex;
align-items: center;
gap: 8px;
margin-top: 10px;
font-size: 12px;
color: #5f6368;
}
.ckyc-upload-error {
@@ -583,19 +589,6 @@
}
}
.ckyc-upload-response {
margin-top: 12px;
padding: 10px 14px;
background-color: #e8f5e9;
border: 1px solid #a5d6a7;
border-radius: 8px;
font-size: 12px;
p {
margin: 4px 0;
}
}
@media (width <= 900px) {
.ckyc-upload-grid {
grid-template-columns: 1fr;
@@ -610,14 +603,6 @@
.ckyc-upload-grid {
grid-template-columns: 1fr;
}
.ckyc-file-row {
flex-direction: column;
}
.ckyc-file-name-field {
width: 100%;
}
}
/* ===================== Already-available banners ===================== */
@@ -731,6 +716,34 @@
letter-spacing: 0.3px;
}
&__thumbs {
display: flex;
align-items: center;
justify-content: center;
gap: 10px;
flex-wrap: wrap;
}
&__dates {
display: flex;
align-items: center;
gap: 10px;
font-size: 11px;
color: #0f6e56;
flex-wrap: wrap;
span {
display: inline-flex;
align-items: center;
gap: 5px;
}
fa-icon {
color: #1d9e75;
font-size: 11px;
}
}
&__thumb {
width: 100px;
height: 100px;
@@ -9,27 +9,38 @@
/** Angular Imports */
import { Component, OnInit, OnDestroy, inject } from '@angular/core';
import { ActivatedRoute } from '@angular/router';
import { Subject, takeUntil, catchError, of, forkJoin } from 'rxjs';
import { Subject, Observable, takeUntil, catchError, of, forkJoin } from 'rxjs';
/** Custom Services */
import { ClientsService } from '../../clients.service';
import { AlertService } from 'app/core/alert/alert.service';
import { MatIcon } from '@angular/material/icon';
import { MatProgressSpinner } from '@angular/material/progress-spinner';
import { MatDialog } from '@angular/material/dialog';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { Dates } from 'app/core/utils/dates';
import { ProofType, normalizeProofType } from '../../shared/kyc-proof-types';
import { CkycUploadDialogComponent, CkycUploadDialogResult } from './ckyc-upload-dialog/ckyc-upload-dialog.component';
interface ExistingArtefact {
present: boolean;
name?: string;
source?: string;
previewUrl?: string;
previewUrlBack?: string;
documentId?: string;
documentTypeId?: string;
documentKey?: string;
/** "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" — same convention client-india-address-step
* already writes/reads for address proof; now shared by the photo/identity proof too. */
description?: string;
fileCount?: number;
expanded?: boolean;
}
type ProofKind = 'ADDRESS_PROOF' | 'PHOTO_PROOF';
type CkycDocKind = ProofKind | 'CLIENT_IMAGE' | 'CLIENT_SIGNATURE';
@Component({
selector: 'mifosx-ckyc-tab',
templateUrl: './ckyc-tab.component.html',
@@ -46,6 +57,8 @@ export class CkycTabComponent implements OnInit, OnDestroy {
private route = inject(ActivatedRoute);
private clientsService = inject(ClientsService);
private alertService = inject(AlertService);
private dialog = inject(MatDialog);
private dates = inject(Dates);
private destroy$ = new Subject<void>();
@@ -80,16 +93,41 @@ export class CkycTabComponent implements OnInit, OnDestroy {
}
/** Pre-existing artefacts detected from client data */
existing: Record<'ADDRESS_PROOF' | 'PHOTO_PROOF' | 'CLIENT_IMAGE' | 'CLIENT_SIGNATURE', ExistingArtefact> = {
existing: Record<CkycDocKind, ExistingArtefact> = {
ADDRESS_PROOF: { present: false },
PHOTO_PROOF: { present: false },
CLIENT_IMAGE: { present: false },
CLIENT_SIGNATURE: { present: false }
};
/** Document-type options for the proof pickers, fetched once from /kyc/proof-types */
addressProofOptions: ProofType[] = [];
idProofOptions: ProofType[] = [];
/** Document type currently selected in each proof card's picker */
selectedProofType: Record<ProofKind, ProofType | null> = {
ADDRESS_PROOF: null,
PHOTO_PROOF: null
};
/** Front/back files staged for the two proof cards; other cards keep a single file each */
docFiles: Record<ProofKind, { front: File | null; back: File | null }> = {
ADDRESS_PROOF: { front: null, back: null },
PHOTO_PROOF: { front: null, back: null }
};
/** Document number + issue/expiry dates staged from the upload dialog, same fields client
* creation collects for a KYC/address proof — persisted onto the identifier's documentKey
* and description ("Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd"). */
private documentDetails: Record<
ProofKind,
{ documentKey: string; issueDate: string | null; expiryDate: string | null }
> = {
ADDRESS_PROOF: { documentKey: '', issueDate: null, expiryDate: null },
PHOTO_PROOF: { documentKey: '', issueDate: null, expiryDate: null }
};
/** File references */
addressProofFile: File | null = null;
photoProofFile: File | null = null;
clientImageFile: File | null = null;
clientSignatureFile: File | null = null;
@@ -101,9 +139,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
CLIENT_SIGNATURE: false
};
/** Per-document upload response */
uploadResponses: { [key: string]: any } = {};
/** Per-document error messages */
uploadErrors: { [key: string]: string | null } = {
ADDRESS_PROOF: null,
@@ -262,6 +297,8 @@ export class CkycTabComponent implements OnInit, OnDestroy {
}
// 3 & 4. ID proof + Address proof — client identifiers classified via proof-types
this.idProofOptions = (proofTypes?.idProofs || []).map((p: any) => normalizeProofType(p));
this.addressProofOptions = (proofTypes?.addressProofs || []).map((p: any) => normalizeProofType(p));
const idProofIds = new Set<string>((proofTypes?.idProofs || []).map((p: any) => String(p.id)));
const addressProofIds = new Set<string>((proofTypes?.addressProofs || []).map((p: any) => String(p.id)));
@@ -287,21 +324,77 @@ export class CkycTabComponent implements OnInit, OnDestroy {
name: proofName,
documentKey: isSyntheticKey ? '' : rawKey,
documentId: identity?.id,
documentTypeId: docTypeId,
description: identity?.description || '',
fileCount: (identity?.documents || []).length
};
if (idProofIds.has(docTypeId) && !this.existing.PHOTO_PROOF.present) {
this.existing.PHOTO_PROOF = common;
this.selectedProofType.PHOTO_PROOF = this.idProofOptions.find((p) => String(p.id) === docTypeId) || null;
this.loadIdentifierDocPreview('PHOTO_PROOF', identity.id);
} else if (addressProofIds.has(docTypeId) && !this.existing.ADDRESS_PROOF.present) {
this.existing.ADDRESS_PROOF = common;
this.selectedProofType.ADDRESS_PROOF =
this.addressProofOptions.find((p) => String(p.id) === docTypeId) || null;
this.loadIdentifierDocPreview('ADDRESS_PROOF', identity.id);
}
}
});
}
toggleReplace(documentType: string): void {
const entry = (this.existing as any)[documentType];
if (entry) entry.expanded = !entry.expanded;
/**
* The scanned ID/address-proof card only showed its file name and key — never the scan
* itself, unlike the photo and signature cards right beside it. Mirrors those two: fetch
* the identifier's own attached document(s) (m_client_identifier -> m_document, the same
* chain the Identities tab and the create-client stepper read) and download the latest for
* an inline preview. Two-sided proof types (Aadhaar, Passport, Voter ID, Driving Licence)
* store front/back as two separate documents named "<Proof> — Front"/"— Back" (the same
* convention the create-client stepper writes), so both are matched and previewed here;
* a legacy single upload with no such marker just shows as the one preview.
*/
private loadIdentifierDocPreview(kind: ProofKind, identifierId: string): void {
this.clientsService
.getClientIdentificationDocuments(identifierId)
.pipe(
takeUntil(this.destroy$),
catchError(() => of([]))
)
.subscribe((docs: any) => {
const list = Array.isArray(docs) ? docs : [];
if (!list.length) return;
this.existing[kind].fileCount = list.length;
const byNewest = (a: any, b: any) => b.id - a.id;
const label = (d: any) => (d?.name || d?.fileName || '').toString();
const back = [...list].filter((d: any) => /back/i.test(label(d))).sort(byNewest)[0];
const front =
[...list].filter((d: any) => /front/i.test(label(d))).sort(byNewest)[0] ||
[...list].filter((d: any) => d.id !== back?.id).sort(byNewest)[0];
if (front) this.downloadIdentifierDocPreview(identifierId, front.id, kind, 'front');
if (back && back.id !== front?.id) this.downloadIdentifierDocPreview(identifierId, back.id, kind, 'back');
});
}
private downloadIdentifierDocPreview(
identifierId: string,
documentId: string,
kind: ProofKind,
slot: 'front' | 'back'
): void {
this.clientsService
.downloadClientIdentificationDocument(identifierId, documentId)
.pipe(takeUntil(this.destroy$))
.subscribe({
next: (blob: any) => {
if (!blob) return;
const url = URL.createObjectURL(blob);
if (slot === 'front') this.existing[kind].previewUrl = url;
else this.existing[kind].previewUrlBack = url;
},
error: () => undefined
});
}
onAccountSelect(accountNo: string): void {
@@ -309,33 +402,8 @@ export class CkycTabComponent implements OnInit, OnDestroy {
this.selectedAccountType = this.selectedAccount?.accountType || '';
}
onFileSelect(event: any, documentType: string): void {
const file = event.target?.files?.[0];
if (!file) return;
switch (documentType) {
case 'ADDRESS_PROOF':
this.addressProofFile = file;
break;
case 'PHOTO_PROOF':
this.photoProofFile = file;
break;
case 'CLIENT_IMAGE':
this.clientImageFile = file;
break;
case 'CLIENT_SIGNATURE':
this.clientSignatureFile = file;
break;
}
this.uploadErrors[documentType] = null;
}
getFile(documentType: string): File | null {
switch (documentType) {
case 'ADDRESS_PROOF':
return this.addressProofFile;
case 'PHOTO_PROOF':
return this.photoProofFile;
case 'CLIENT_IMAGE':
return this.clientImageFile;
case 'CLIENT_SIGNATURE':
@@ -345,38 +413,278 @@ export class CkycTabComponent implements OnInit, OnDestroy {
}
}
private static readonly CARD_TITLES: Record<CkycDocKind, string> = {
ADDRESS_PROOF: 'Address Proof Document',
PHOTO_PROOF: 'Photo Proof Document',
CLIENT_IMAGE: 'Image of Client',
CLIENT_SIGNATURE: 'Signature of Client'
};
/** Opens the picker/preview popup for one card and, once the user confirms a file there, feeds
* the picked type/file(s) into the same upload path the card always used. Picking and preview
* now live entirely in the dialog — this screen only stages the result and re-runs upload. */
openUploadDialog(kind: CkycDocKind): void {
const isProofKind = kind === 'ADDRESS_PROOF' || kind === 'PHOTO_PROOF';
const action = this.existing[kind].present ? 'Replace' : 'Upload';
const existingDates = isProofKind
? this.parseDescriptionDates(this.existing[kind].description)
: { issueDate: null, expiryDate: null };
const ref = this.dialog.open(CkycUploadDialogComponent, {
width: '480px',
maxWidth: '95vw',
data: {
title: `${action} ${CkycTabComponent.CARD_TITLES[kind]}`,
isProofKind,
accept: isProofKind ? '.png,.jpeg,.jpg,.pdf' : '.png,.jpeg,.jpg',
proofOptions:
kind === 'PHOTO_PROOF'
? this.idProofOptions
: kind === 'ADDRESS_PROOF'
? this.addressProofOptions
: undefined,
initialProofType: isProofKind ? this.selectedProofType[kind as ProofKind] : undefined,
initialDocumentKey: isProofKind ? this.existing[kind].documentKey || '' : undefined,
initialIssueDate: existingDates.issueDate,
initialExpiryDate: existingDates.expiryDate
}
});
ref.afterClosed().subscribe((result: CkycUploadDialogResult | null) => {
if (!result) return;
if (isProofKind) {
const proofKind = kind as ProofKind;
this.selectedProofType[proofKind] = result.proofType || null;
this.docFiles[proofKind] = { front: result.front, back: result.back || null };
this.documentDetails[proofKind] = {
documentKey: result.documentKey || '',
issueDate: result.issueDate || null,
expiryDate: result.expiryDate || null
};
} else if (kind === 'CLIENT_IMAGE') {
this.clientImageFile = result.front;
} else {
this.clientSignatureFile = result.front;
}
this.uploadDocument(kind);
});
}
/** Reads back the "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" convention this tab (and
* client-india-address-step, for address proof) writes into the identifier's description. */
private parseDescriptionDates(description: string | undefined): { issueDate: Date | null; expiryDate: Date | null } {
const issueMatch = (description || '').match(/Issue date:\s*([^,|]+)/i);
const expiryMatch = (description || '').match(/Expiry date:\s*([^,|]+)/i);
return {
issueDate: issueMatch ? this.dates.parseDate(issueMatch[1].trim()) : null,
expiryDate: expiryMatch ? this.dates.parseDate(expiryMatch[1].trim()) : null
};
}
private buildDescription(issueDate: string | null, expiryDate: string | null): string {
const parts: string[] = [];
if (issueDate) parts.push(`Issue date: ${issueDate}`);
if (expiryDate) parts.push(`Expiry date: ${expiryDate}`);
return parts.join(', ');
}
/** Issue/expiry date for display on the card, formatted dd-MM-yyyy — parsed from the same
* description text the upload dialog writes. */
cardDate(kind: ProofKind, which: 'issue' | 'expiry'): string {
const parsed = this.parseDescriptionDates(this.existing[kind].description);
const value = which === 'issue' ? parsed.issueDate : parsed.expiryDate;
return value ? this.dates.formatDate(value, 'dd-MM-yyyy') : '';
}
/**
* Routes each card to whichever real endpoint that artefact is actually stored through — there
* is no single "/clients/{id}/ckyc/documents" resource on the backend, so posting every card to
* one made-up URL 404'd for all four. A photo goes to the image endpoint, a signature to the
* client's own documents, and an ID/address proof to the m_client_identifier it already belongs
* to (the same one the Identities tab and create-client stepper post to) — never a fresh,
* type-less upload, since which identifier a proof belongs to is exactly what makes it that
* proof rather than some other file on the client's record.
*/
uploadDocument(documentType: string): void {
if (documentType === 'PHOTO_PROOF' || documentType === 'ADDRESS_PROOF') {
this.uploadProofDocument(documentType);
return;
}
const file = this.getFile(documentType);
if (!file) return;
this.uploading[documentType] = true;
this.uploadErrors[documentType] = null;
const key = documentType as keyof typeof this.existing;
const formData = new FormData();
formData.append('file', file);
formData.append('documentType', documentType);
let request$: Observable<any>;
switch (documentType) {
case 'CLIENT_IMAGE':
request$ = this.clientsService.uploadClientProfileImage(this.clientId, file);
break;
case 'CLIENT_SIGNATURE':
request$ = this.clientsService.uploadClientSignatureImage(this.clientId, file);
break;
default:
return;
}
this.clientsService
.uploadCkycDocument(this.clientId, formData)
.pipe(takeUntil(this.destroy$))
.subscribe({
next: (response: any) => {
request$.pipe(takeUntil(this.destroy$)).subscribe({
next: () => {
this.uploading[documentType] = false;
this.uploadResponses[documentType] = response;
this.alertService.alert({
type: 'success',
message: response?.message || 'Document uploaded successfully.'
});
this.alertService.alert({ type: 'success', message: 'Document uploaded successfully.' });
this.refreshPreview(documentType);
},
error: (err: any) => {
this.uploading[documentType] = false;
this.uploadErrors[documentType] =
this.uploadErrors[documentType] = this.extractErrorMessage(err);
}
});
}
/**
* Proof cards work like the create-client KYC step: pick a document type first (its `sides`
* decides whether one image or a front+back pair is required), then upload. Reuses the same
* identifier the Identities tab manages — updates its documentTypeId if the picked type
* changed, or creates a fresh identifier when none exists yet, so this card never depends on
* a separate trip to the Identities tab.
*/
private uploadProofDocument(kind: ProofKind): void {
const proof = this.selectedProofType[kind];
if (!proof) {
this.uploadErrors[kind] = 'Select a document type first.';
return;
}
const files = this.docFiles[kind];
if (!files.front || (proof.sides === 2 && !files.back)) {
this.uploadErrors[kind] =
proof.sides === 2
? 'Both front and back images are required for this document type.'
: 'Select a file to upload.';
return;
}
this.uploading[kind] = true;
this.uploadErrors[kind] = null;
const existingId = this.existing[kind].documentId;
const details = this.documentDetails[kind];
const documentKey = details.documentKey || `${proof.name} - ${this.clientId}`;
const description = this.buildDescription(details.issueDate, details.expiryDate);
const identifier$: Observable<any> = !existingId
? this.clientsService.addClientIdentifier(this.clientId, {
documentTypeId: proof.id,
status: 'ACTIVE',
documentKey,
description: description || 'KYC document'
})
: this.clientsService.updateClientIdentifier(this.clientId, existingId, {
documentTypeId: proof.id,
status: 'ACTIVE',
documentKey,
description
});
identifier$.pipe(takeUntil(this.destroy$)).subscribe({
next: (res: any) => {
const identifierId = existingId || res?.resourceId;
const uploads: Observable<any>[] = [];
const front = new FormData();
front.append('name', proof.sides === 2 ? `${proof.name} — Front` : proof.name);
front.append('file', files.front!);
uploads.push(this.clientsService.uploadClientIdentifierDocument(identifierId, front));
if (proof.sides === 2 && files.back) {
const back = new FormData();
back.append('name', `${proof.name} — Back`);
back.append('file', files.back);
uploads.push(this.clientsService.uploadClientIdentifierDocument(identifierId, back));
}
forkJoin(uploads)
.pipe(takeUntil(this.destroy$))
.subscribe({
next: () => {
this.uploading[kind] = false;
this.existing[kind].present = true;
this.existing[kind].documentId = identifierId;
this.existing[kind].documentTypeId = String(proof.id);
this.existing[kind].documentKey = details.documentKey || '';
this.existing[kind].description = description;
this.existing[kind].name = proof.name;
this.existing[kind].source = this.existing[kind].source || 'Identities section';
this.docFiles[kind] = { front: null, back: null };
this.alertService.alert({ type: 'success', message: 'Document uploaded successfully.' });
this.refreshPreview(kind);
},
error: (err: any) => {
this.uploading[kind] = false;
this.uploadErrors[kind] = this.extractErrorMessage(err);
}
});
},
error: (err: any) => {
this.uploading[kind] = false;
this.uploadErrors[kind] = this.extractErrorMessage(err);
}
});
}
private extractErrorMessage(err: any): string {
return (
err?.error?.errors?.[0]?.defaultUserMessage ||
err?.error?.developerMessage ||
err?.error?.defaultUserMessage ||
err?.message ||
'Failed to upload document.';
'Failed to upload document.'
);
}
/** Re-fetches whichever artefact was just replaced, so its preview reflects the new file
* immediately instead of the one this screen loaded on entry. */
private refreshPreview(documentType: string): void {
const staleKey = documentType as keyof typeof this.existing;
if (this.existing[staleKey].previewUrl?.startsWith('blob:')) {
URL.revokeObjectURL(this.existing[staleKey].previewUrl!);
}
if (this.existing[staleKey].previewUrlBack?.startsWith('blob:')) {
URL.revokeObjectURL(this.existing[staleKey].previewUrlBack!);
}
switch (documentType) {
case 'CLIENT_IMAGE':
this.clientsService
.getClientProfileImage(this.clientId)
.pipe(takeUntil(this.destroy$))
.subscribe((photo: any) => {
if (photo) this.existing.CLIENT_IMAGE.previewUrl = photo;
});
break;
case 'CLIENT_SIGNATURE':
this.clientsService
.getClientDocuments(this.clientId)
.pipe(takeUntil(this.destroy$))
.subscribe((documents: any) => {
const doc = (documents as any[])
?.filter((d: any) => d?.name === 'clientSignature')
?.sort((a: any, b: any) => b.id - a.id)?.[0];
if (!doc) return;
this.existing.CLIENT_SIGNATURE.documentId = doc.id;
this.clientsService
.getClientSignatureImage(this.clientId, doc.id)
.pipe(takeUntil(this.destroy$))
.subscribe((blob: any) => {
if (blob) this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
});
});
break;
case 'PHOTO_PROOF':
case 'ADDRESS_PROOF':
this.loadIdentifierDocPreview(documentType, this.existing[documentType].documentId!);
break;
}
}
ngOnDestroy(): void {
@@ -385,6 +693,7 @@ export class CkycTabComponent implements OnInit, OnDestroy {
// Release object URLs
Object.values(this.existing).forEach((e) => {
if (e.previewUrl?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrl);
if (e.previewUrlBack?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrlBack);
});
}
}
@@ -0,0 +1,167 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="cud-header">
<div class="cud-header__badge">
<fa-icon icon="folder-open"></fa-icon>
</div>
<div class="cud-header__text">
<h2 mat-dialog-title class="cud-title">{{ data.title }}</h2>
<p class="cud-subtitle">Fill in the document details, then attach the scan.</p>
</div>
<button mat-icon-button mat-dialog-close class="cud-close" aria-label="Close">
<fa-icon icon="times"></fa-icon>
</button>
</div>
<mat-dialog-content class="cud-body">
@if (data.isProofKind) {
<div class="cud-section">
<span class="cud-section__label"><fa-icon icon="id-card"></fa-icon> Document type</span>
<mat-form-field appearance="outline" class="cud-field" subscriptSizing="dynamic">
<mat-select
[value]="selectedProofType"
[compareWith]="compareProofType"
placeholder="Select document type"
(selectionChange)="onProofTypeChange($event.value)"
>
@for (p of data.proofOptions; track p.id) {
<mat-option [value]="p">{{ p.name }}</mat-option>
}
</mat-select>
</mat-form-field>
<p class="cud-hint">Upload requirements will update automatically based on the type you pick.</p>
</div>
@if (selectedProofType) {
@if (selectedProofType.info) {
<div class="cud-banner">
<fa-icon icon="check-circle"></fa-icon>
<span>{{ selectedProofType.info }}</span>
</div>
}
<div class="cud-section">
<span class="cud-section__label">
<fa-icon icon="hashtag"></fa-icon>
{{ selectedProofType.documentKeyLabel || 'Document number' }}
</span>
<mat-form-field appearance="outline" class="cud-field" subscriptSizing="dynamic">
<input
matInput
[(ngModel)]="documentKey"
[ngModelOptions]="{ standalone: true }"
[placeholder]="selectedProofType.documentKeyPlaceholder || 'Enter document number'"
/>
</mat-form-field>
</div>
<div class="cud-section cud-section--dates">
<div class="cud-date-field">
<span class="cud-section__label"><fa-icon icon="calendar-check"></fa-icon> Issue date</span>
<mat-form-field appearance="outline" class="cud-field" subscriptSizing="dynamic">
<input
matInput
readonly
[matDatepicker]="issuePicker"
[(ngModel)]="issueDate"
[ngModelOptions]="{ standalone: true }"
placeholder="Optional"
(click)="issuePicker.open()"
/>
<mat-datepicker-toggle matSuffix [for]="issuePicker"></mat-datepicker-toggle>
<mat-datepicker #issuePicker></mat-datepicker>
</mat-form-field>
</div>
<div class="cud-date-field">
<span class="cud-section__label"><fa-icon icon="calendar-check"></fa-icon> Expiry date</span>
<mat-form-field appearance="outline" class="cud-field" subscriptSizing="dynamic">
<input
matInput
readonly
[matDatepicker]="expiryPicker"
[(ngModel)]="expiryDate"
[ngModelOptions]="{ standalone: true }"
placeholder="Optional"
(click)="expiryPicker.open()"
/>
<mat-datepicker-toggle matSuffix [for]="expiryPicker"></mat-datepicker-toggle>
<mat-datepicker #expiryPicker></mat-datepicker>
</mat-form-field>
</div>
</div>
<div class="cud-divider"><span>Scan</span></div>
<div class="cud-grid" [class.cud-grid--two]="sides === 2">
<div class="cud-slot">
<span class="cud-slot__label">{{ sides === 2 ? 'Front side' : 'Document' }}</span>
<label class="cud-dropzone" [class.cud-dropzone--has]="front">
<input type="file" [attr.accept]="data.accept" hidden (change)="onFilePick('front', $event)" />
@if (frontPreview) {
<img [src]="frontPreview" alt="Front side preview" class="cud-dropzone__img" />
} @else if (front) {
<fa-icon icon="file-alt" class="cud-dropzone__icon"></fa-icon>
<p class="cud-dropzone__name">{{ front.name }}</p>
} @else {
<fa-icon icon="cloud-upload-alt" class="cud-dropzone__icon"></fa-icon>
<p class="cud-dropzone__text">Click to choose file</p>
}
</label>
</div>
@if (sides === 2) {
<div class="cud-slot">
<span class="cud-slot__label">Back side</span>
<label class="cud-dropzone" [class.cud-dropzone--has]="back">
<input type="file" [attr.accept]="data.accept" hidden (change)="onFilePick('back', $event)" />
@if (backPreview) {
<img [src]="backPreview" alt="Back side preview" class="cud-dropzone__img" />
} @else if (back) {
<fa-icon icon="file-alt" class="cud-dropzone__icon"></fa-icon>
<p class="cud-dropzone__name">{{ back.name }}</p>
} @else {
<fa-icon icon="cloud-upload-alt" class="cud-dropzone__icon"></fa-icon>
<p class="cud-dropzone__text">Click to choose file</p>
}
</label>
</div>
}
</div>
}
} @else {
<div class="cud-grid">
<div class="cud-slot">
<span class="cud-slot__label">Document</span>
<label class="cud-dropzone" [class.cud-dropzone--has]="front">
<input type="file" [attr.accept]="data.accept" hidden (change)="onFilePick('front', $event)" />
@if (frontPreview) {
<img [src]="frontPreview" alt="Preview" class="cud-dropzone__img" />
} @else if (front) {
<fa-icon icon="file-alt" class="cud-dropzone__icon"></fa-icon>
<p class="cud-dropzone__name">{{ front.name }}</p>
} @else {
<fa-icon icon="cloud-upload-alt" class="cud-dropzone__icon"></fa-icon>
<p class="cud-dropzone__text">Click to choose file</p>
}
</label>
</div>
</div>
}
</mat-dialog-content>
<mat-dialog-actions class="cud-actions" align="end">
<button mat-stroked-button type="button" (click)="cancel()">
<fa-icon icon="times"></fa-icon>
&nbsp;Cancel
</button>
<button mat-flat-button color="primary" type="button" [disabled]="!canSubmit" (click)="submit()">
<fa-icon icon="upload"></fa-icon>
&nbsp;Upload
</button>
</mat-dialog-actions>
@@ -0,0 +1,270 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
:host {
display: block;
max-width: 100%;
}
/* ===================== Header ===================== */
.cud-header {
display: flex;
align-items: flex-start;
gap: 12px;
padding: 20px 24px 16px;
border-bottom: 1px solid #eef1f4;
&__badge {
flex-shrink: 0;
width: 36px;
height: 36px;
border-radius: 9px;
display: flex;
align-items: center;
justify-content: center;
font-size: 15px;
color: #fff;
background: linear-gradient(135deg, #1a73e8, #4285f4);
box-shadow: 0 3px 10px rgb(26 115 232 / 28%);
}
&__text {
flex: 1;
min-width: 0;
}
}
.cud-title {
margin: 0 !important;
padding: 0;
font-size: 16px;
font-weight: 700;
color: #1a1d21;
line-height: 1.3;
}
.cud-subtitle {
margin: 2px 0 0;
font-size: 12px;
color: #6b7280;
}
.cud-close {
flex-shrink: 0;
width: 32px;
height: 32px;
margin: -4px -4px 0 0;
color: #9aa0a6;
&:hover {
color: #3c4043;
}
}
/* ===================== Body / sections ===================== */
.cud-body.mat-mdc-dialog-content {
padding: 18px 24px !important;
max-height: 70vh;
}
.cud-section {
margin-bottom: 14px;
&--dates {
display: flex;
gap: 14px;
.cud-date-field {
flex: 1;
min-width: 0;
}
}
&__label {
display: flex;
align-items: center;
gap: 7px;
font-size: 11px;
font-weight: 700;
color: #475569;
text-transform: uppercase;
letter-spacing: 0.05em;
margin-bottom: 6px;
fa-icon {
color: #1a73e8;
font-size: 10.5px;
}
}
}
.cud-field {
width: 100%;
}
.cud-hint {
font-size: 12px;
color: #6b7280;
margin: 6px 0 0;
line-height: 1.4;
}
.cud-banner {
display: flex;
align-items: flex-start;
gap: 9px;
padding: 10px 14px;
margin-bottom: 14px;
background: #f0fbf6;
border: 1px solid #cfecdd;
border-radius: 10px;
font-size: 12.5px;
color: #085041;
line-height: 1.45;
fa-icon {
margin-top: 2px;
color: #1d9e75;
flex-shrink: 0;
}
}
.cud-divider {
display: flex;
align-items: center;
gap: 10px;
margin: 16px 0 12px;
font-size: 10.5px;
font-weight: 700;
color: #9aa0a6;
text-transform: uppercase;
letter-spacing: 0.08em;
&::before,
&::after {
content: '';
flex: 1;
height: 1px;
background: #eef1f4;
}
}
/* ===================== Front/back scan grid ===================== */
.cud-grid {
display: grid;
grid-template-columns: 1fr;
gap: 12px;
&--two {
grid-template-columns: repeat(2, 1fr);
}
}
.cud-slot {
display: flex;
flex-direction: column;
gap: 6px;
&__label {
font-size: 10.5px;
font-weight: 700;
color: #5f6368;
text-transform: uppercase;
letter-spacing: 0.05em;
}
}
.cud-dropzone {
display: flex;
flex-direction: column;
align-items: center;
justify-content: center;
gap: 8px;
min-height: 130px;
padding: 16px;
border: 2px dashed #cbd5e1;
border-radius: 12px;
cursor: pointer;
text-align: center;
background: #fafbfc;
transition:
border-color 0.15s,
background 0.15s,
box-shadow 0.15s;
&:hover {
border-color: #1a73e8;
background: #f5f9ff;
box-shadow: 0 2px 10px rgb(26 115 232 / 10%);
}
&--has {
border-style: solid;
border-color: #1d9e75;
background: #f0fbf6;
}
&__icon {
font-size: 22px;
color: #9aa5b1;
}
&--has &__icon {
color: #1d9e75;
}
&__text {
font-size: 12px;
color: #64748b;
margin: 0;
font-weight: 500;
}
&__name {
font-size: 11.5px;
color: #085041;
font-weight: 600;
margin: 0;
word-break: break-all;
padding: 0 8px;
}
&__img {
max-width: 100%;
max-height: 150px;
border-radius: 8px;
object-fit: contain;
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
}
}
/* ===================== Actions ===================== */
.cud-actions {
padding: 12px 24px !important;
margin: 0 !important;
border-top: 1px solid #eef1f4;
fa-icon {
font-size: 12px;
}
}
@media (width <= 560px) {
:host {
width: 100%;
}
.cud-section--dates {
flex-direction: column;
gap: 14px;
}
.cud-grid--two {
grid-template-columns: 1fr;
}
}
@@ -0,0 +1,155 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Component, OnDestroy, inject } from '@angular/core';
import { FormsModule } from '@angular/forms';
import {
MatDialogRef,
MAT_DIALOG_DATA,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose
} from '@angular/material/dialog';
import { MatIconButton } from '@angular/material/button';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { Dates } from 'app/core/utils/dates';
import { ProofType } from '../../../shared/kyc-proof-types';
export interface CkycUploadDialogData {
title: string;
isProofKind: boolean;
accept: string;
proofOptions?: ProofType[];
initialProofType?: ProofType | null;
initialDocumentKey?: string;
initialIssueDate?: Date | null;
initialExpiryDate?: Date | null;
}
export interface CkycUploadDialogResult {
proofType?: ProofType | null;
front: File;
back?: File;
/** Document number (Aadhaar/PAN/Passport number, etc.) — same field client creation collects. */
documentKey?: string;
/** 'yyyy-MM-dd', same as the rest of this app's date fields. */
issueDate?: string | null;
expiryDate?: string | null;
}
/**
* A focused popup for replacing/uploading one CKYC artefact at a time — opened from each card on
* the CKYC tab instead of expanding a form inline underneath it. Collects the same details
* client creation does for an identity/address proof (document type, number, issue + expiry
* date) and shows a client-side preview of whatever image is picked before it's ever sent to the
* server; the actual upload still happens back in CkycTabComponent (this dialog only collects
* the type, number, dates and file(s), then hands them back).
*/
@Component({
selector: 'mifosx-ckyc-upload-dialog',
templateUrl: './ckyc-upload-dialog.component.html',
styleUrls: ['./ckyc-upload-dialog.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
FormsModule,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose,
MatIconButton,
FaIconComponent
]
})
export class CkycUploadDialogComponent implements OnDestroy {
private dates = inject(Dates);
dialogRef = inject<MatDialogRef<CkycUploadDialogComponent, CkycUploadDialogResult | null>>(MatDialogRef);
data = inject<CkycUploadDialogData>(MAT_DIALOG_DATA);
selectedProofType: ProofType | null = this.data.initialProofType || null;
documentKey = this.data.initialDocumentKey || '';
issueDate: Date | null = this.data.initialIssueDate || null;
expiryDate: Date | null = this.data.initialExpiryDate || null;
front: File | null = null;
back: File | null = null;
frontPreview: string | null = null;
backPreview: string | null = null;
get sides(): number {
return this.data.isProofKind ? (this.selectedProofType?.sides ?? 1) : 1;
}
get canSubmit(): boolean {
if (this.data.isProofKind) {
if (!this.selectedProofType) return false;
if (!this.documentKey.trim()) return false;
}
if (!this.front) return false;
if (this.sides === 2 && !this.back) return false;
return true;
}
compareProofType = (a: ProofType | null, b: ProofType | null): boolean => (a?.id ?? null) === (b?.id ?? null);
onProofTypeChange(proof: ProofType | null): void {
this.selectedProofType = proof;
this.clearSlot('front');
this.clearSlot('back');
}
onFilePick(slot: 'front' | 'back', event: any): void {
const file = event?.target?.files?.[0];
if (event?.target) event.target.value = '';
if (!file) return;
this.clearSlot(slot);
const preview = file.type?.startsWith('image/') ? URL.createObjectURL(file) : null;
if (slot === 'front') {
this.front = file;
this.frontPreview = preview;
} else {
this.back = file;
this.backPreview = preview;
}
}
private clearSlot(slot: 'front' | 'back'): void {
if (slot === 'front') {
if (this.frontPreview) URL.revokeObjectURL(this.frontPreview);
this.front = null;
this.frontPreview = null;
} else {
if (this.backPreview) URL.revokeObjectURL(this.backPreview);
this.back = null;
this.backPreview = null;
}
}
submit(): void {
if (!this.canSubmit) return;
this.dialogRef.close({
proofType: this.selectedProofType,
front: this.front!,
back: this.sides === 2 ? this.back! : undefined,
documentKey: this.data.isProofKind ? this.documentKey.trim() : undefined,
issueDate: this.issueDate ? this.dates.getDate(this.issueDate) : null,
expiryDate: this.expiryDate ? this.dates.getDate(this.expiryDate) : null
});
}
cancel(): void {
this.dialogRef.close(null);
}
ngOnDestroy(): void {
if (this.frontPreview) URL.revokeObjectURL(this.frontPreview);
if (this.backPreview) URL.revokeObjectURL(this.backPreview);
}
}
@@ -229,7 +229,7 @@ export class IdentitiesTabComponent implements OnDestroy {
}
const identifierData = {
documentTypeId,
status: 'Active',
status: 'ACTIVE',
documentKey: kind === 'id' ? section.documentKey : `${proofName} - ${this.clientId}`,
description: kind === 'address' && section.address ? section.address : description
};
@@ -840,6 +840,15 @@ export class CreateClientComponent {
this.saveAddressProof(clientId);
}
/** "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" — same convention the CKYC tab and
* client-india-address-step's own "load existing" parsing both read back. */
private buildProofDescription(issueDate: string | null | undefined, expiryDate: string | null | undefined): string {
const parts: string[] = [];
if (issueDate) parts.push(`Issue date: ${issueDate}`);
if (expiryDate) parts.push(`Expiry date: ${expiryDate}`);
return parts.join(', ');
}
/**
* Save the address-proof picked on the permanent tab as a client identifier
* + upload each selected file as a document attached to that identifier.
@@ -855,9 +864,9 @@ export class CreateClientComponent {
const proofName = payload.proof?.name || 'Address Proof';
const identifierData: any = {
documentTypeId: payload.proofId,
status: 'Active',
status: 'ACTIVE',
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
description: payload.issueDate ? `Issue date: ${payload.issueDate}` : ''
description: this.buildProofDescription(payload.issueDate, payload.expiryDate)
};
this.clientsService.addClientIdentifier(clientId, identifierData).subscribe({
@@ -904,7 +913,7 @@ export class CreateClientComponent {
}
const identifierData: any = {
documentTypeId,
status: 'Active',
status: 'ACTIVE',
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
description: 'KYC document'
};
@@ -1035,6 +1035,15 @@ export class EditClientComponent {
this.saveAddressProof(clientId);
}
/** "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" — same convention the CKYC tab and
* client-india-address-step's own "load existing" parsing both read back. */
private buildProofDescription(issueDate: string | null | undefined, expiryDate: string | null | undefined): string {
const parts: string[] = [];
if (issueDate) parts.push(`Issue date: ${issueDate}`);
if (expiryDate) parts.push(`Expiry date: ${expiryDate}`);
return parts.join(', ');
}
/**
* Save the address-proof picked on the permanent tab as a client identifier
* + upload each selected file as a document attached to that identifier.
@@ -1050,9 +1059,9 @@ export class EditClientComponent {
const proofName = payload.proof?.name || 'Address Proof';
const identifierData: any = {
documentTypeId: payload.proofId,
status: 'Active',
status: 'ACTIVE',
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
description: payload.issueDate ? `Issue date: ${payload.issueDate}` : ''
description: this.buildProofDescription(payload.issueDate, payload.expiryDate)
};
this.clientsService.addClientIdentifier(clientId, identifierData).subscribe({
@@ -1105,7 +1114,7 @@ export class EditClientComponent {
const existingId = this.clientKycStep?.existingKycIdentifierId;
if (existingId) {
this.resolveDocumentTypeId(payload.proofId, proofName).subscribe((documentTypeId: number | null) => {
const update: any = { documentKey: payload.documentKey || `${proofName} - ${clientId}`, status: 'Active' };
const update: any = { documentKey: payload.documentKey || `${proofName} - ${clientId}`, status: 'ACTIVE' };
if (documentTypeId != null) {
update.documentTypeId = documentTypeId;
}
@@ -1128,7 +1137,7 @@ export class EditClientComponent {
}
const identifierData: any = {
documentTypeId,
status: 'Active',
status: 'ACTIVE',
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
description: 'KYC document'
};
+2 -2
View File
@@ -9,8 +9,8 @@
/* tslint:disable */
export default {
'mifos_x': {
'version': '260911',
'hash': '7afa9c7a'
'version': '260914',
'hash': 'ab58d7f7'
},
'allow_switching_backend_instance': true
};