KYC management: stage-wise notices, pagination, RD base chart

src/app/clients/clients.service.ts

@@ -18,6 +18,7 @@ import { map, catchError } from 'rxjs/operators';
 
 import { environment } from '../../environments/environment';
 import { dataUrlToFile } from 'app/shared/utils/data-url.util';
+import { ClientIdentityLookupResult } from './models/client-identity.model';
 
 /**
  * Clients service.
@@ -742,9 +743,14 @@ export class ClientsService {
     sortDirection: string = '',
     activeOnly: boolean = false,
     legalFormType: string = '',
-    silent: boolean = false
+    silent: boolean = false,
+    officeId: number | null = null
   ) {
     const innerRequest: any = { text };
+    // Branch filter (Head Office list). The server still limits results to the caller's office hierarchy.
+    if (officeId != null) {
+      innerRequest.officeId = officeId;
+    }
     if (activeOnly) {
       innerRequest.activeOnly = true;
     }
@@ -868,6 +874,39 @@ export class ClientsService {
     return this.http.post(`/clients/${clientId}/kyc`, kycData);
   }
 
+  /**
+   * "Is this person already a customer of the bank?" — across every branch, by PAN, Aadhaar fingerprint or GSTIN.
+   * Any ONE of them matching means the same customer. `contactConflicts` reports a phone/email already used by another
+   * client, which is never the same customer. Only the Aadhaar's SHA-256 is sent, never the number.
+   */
+  /**
+   * Introduces a customer of another branch to the caller's branch, so the branch can see them and open an account
+   * for them there. The customer stays at the home branch. Safe to repeat.
+   */
+  linkClientToMyBranch(
+    clientId: number
+  ): Observable<{ clientId: number; linked: boolean; officeId: number; officeName: string }> {
+    return this.http.post<{ clientId: number; linked: boolean; officeId: number; officeName: string }>(
+      '/clientidentity/link',
+      {
+        clientId
+      }
+    );
+  }
+
+  lookupClientIdentity(identity: {
+    panNumber?: string | null;
+    aadhaarHash?: string | null;
+    gstinNumber?: string | null;
+    mobileNo?: string | null;
+    emailAddress?: string | null;
+    excludeClientId?: number | null;
+  }): Observable<ClientIdentityLookupResult> {
+    return this.http.post<ClientIdentityLookupResult>('/clientidentity/lookup', identity, {
+      context: new HttpContext().set(SILENT_HTTP_ERROR, true)
+    });
+  }
+
   /**
    * Screen a client name against the UN Security Council consolidated sanctions list.
    * @param name The name to screen
@@ -1073,9 +1112,146 @@ export class ClientsService {
    */
   saveKycContactLog(
     clientId: string | number,
-    data: { channel: string; notes: string; officerName?: string }
+    data: { channel: string; notes: string; officerName?: string; noticeType?: string },
+    silent = false
   ): Observable<any> {
-    return this.http.post(`/kyc/exceptions/${clientId}/contact-log`, data);
+    return this.http.post(
+      `/kyc/exceptions/${clientId}/contact-log`,
+      data,
+      silent ? { context: new HttpContext().set(SILENT_HTTP_ERROR, true) } : {}
+    );
+  }
+
+  /**
+   * The subject and text a customer would receive for the stage they are at today.
+   * `type` is KYC or DORMANCY; the body comes back empty when they are at no such stage.
+   */
+  previewKycNotice(clientId: string | number, type: string): Observable<{ subject?: string; body?: string }> {
+    return this.http.get<{ subject?: string; body?: string }>(
+      `/kyc/exceptions/${clientId}/contact-log/preview?type=${type}`,
+      {
+        context: new HttpContext().set(SILENT_HTTP_ERROR, true)
+      }
+    );
+  }
+
+  /** Queues notices to be sent in the background by the queue job. */
+  enqueueKycNotices(body: {
+    items: { clientId: number; noticeType: string; channel: string; accountNo?: string; stageLabel?: string }[];
+    notes?: string;
+    officerName?: string;
+    sendAt?: string;
+  }): Observable<{ queued: number; skipped: number; unreachable: number }> {
+    return this.http.post<{ queued: number; skipped: number; unreachable: number }>('/kyc/notice-queue', body);
+  }
+
+  /** Queued notices, newest first; status narrows to PENDING, SENT, FAILED or CANCELLED. */
+  getKycNoticeQueue(status = ''): Observable<any[]> {
+    return this.http.get<any[]>(`/kyc/notice-queue${status ? `?status=${status}` : ''}`, {
+      context: new HttpContext().set(SILENT_HTTP_ERROR, true)
+    });
+  }
+
+  actOnKycNotice(id: number, command: 'cancel' | 'retry'): Observable<any> {
+    return this.http.post(`/kyc/notice-queue/${id}?command=${command}`, {});
+  }
+
+  /** What each of these customers has been sent so far: the latest notice, how many, and which channels are done. */
+  getKycContactSummary(clientIds: number[]): Observable<
+    {
+      clientId: number;
+      count: number;
+      lastAt: string;
+      lastChannel: string;
+      lastStatus: string;
+      doneChannels: string[];
+      balance?: number;
+      hasMobile?: boolean;
+      hasEmail?: boolean;
+      mobileMasked?: string | null;
+      emailMasked?: string | null;
+    }[]
+  > {
+    return this.http.get<
+      {
+        clientId: number;
+        count: number;
+        lastAt: string;
+        lastChannel: string;
+        lastStatus: string;
+        doneChannels: string[];
+        hasMobile?: boolean;
+        hasEmail?: boolean;
+        mobileMasked?: string | null;
+        emailMasked?: string | null;
+      }[]
+    >('/kyc/contact-audit/clients', {
+      params: new HttpParams().set('ids', clientIds.join(',')),
+      context: new HttpContext().set(SILENT_HTTP_ERROR, true)
+    });
+  }
+
+  /** Notices per customer (counts, outcomes, the latest), most recently contacted first, a page at a time. */
+  getKycContactAuditCustomers(
+    filter: {
+      from?: string;
+      to?: string;
+      channel?: string;
+      status?: string;
+      search?: string;
+      real?: boolean;
+      offset?: number;
+      limit?: number;
+    } = {}
+  ): Observable<{ total: number; rows: any[] }> {
+    return this.http.get<{ total: number; rows: any[] }>('/kyc/contact-audit/customers', {
+      params: this.auditParams(filter),
+      context: new HttpContext().set(SILENT_HTTP_ERROR, true)
+    });
+  }
+
+  /** Notices per day (customers, notices, outcomes), newest day first. */
+  getKycContactAuditDays(
+    filter: { from?: string; to?: string; channel?: string; status?: string; search?: string; real?: boolean } = {}
+  ): Observable<any[]> {
+    return this.http.get<any[]>('/kyc/contact-audit/days', {
+      params: this.auditParams(filter),
+      context: new HttpContext().set(SILENT_HTTP_ERROR, true)
+    });
+  }
+
+  /** Customer notices on record, newest first, a page at a time. */
+  getKycContactAudit(
+    filter: {
+      from?: string;
+      to?: string;
+      channel?: string;
+      status?: string;
+      search?: string;
+      real?: boolean;
+      offset?: number;
+      limit?: number;
+    } = {}
+  ): Observable<{ total: number; rows: any[] }> {
+    return this.http.get<{ total: number; rows: any[] }>('/kyc/contact-audit', {
+      params: this.auditParams(filter),
+      context: new HttpContext().set(SILENT_HTTP_ERROR, true)
+    });
+  }
+
+  private auditParams(filter: Record<string, string | number | boolean | undefined>): HttpParams {
+    let params = new HttpParams();
+    Object.entries(filter).forEach(
+      ([
+        k,
+        v
+      ]) => {
+        if (v !== undefined && v !== null && v !== '') {
+          params = params.set(k, String(v));
+        }
+      }
+    );
+    return params;
   }
 
   getKycContactLog(clientId: string | number): Observable<any[]> {
@@ -1092,6 +1268,14 @@ export class ClientsService {
     return this.http.get<any[]>('/kyc/exceptions/lapsed');
   }
 
+  /** Clients whose re-KYC falls due within the next `days` days (default 30), soonest first. */
+  getExpiringKyc(days = 30): Observable<any[]> {
+    // The caller reports a failure in its own banner, so the global popup is suppressed.
+    return this.http.get<any[]>(`/kyc/exceptions/expiring?days=${days}`, {
+      context: new HttpContext().set(SILENT_HTTP_ERROR, true)
+    });
+  }
+
   /**
    * Savings accounts the dormancy job has marked.
    *