feat: MFA/2FA, OTP audit logs, KYC + client/user enhancements

- Access Control module: SMS/Email/TOTP/Hardware-token MFA factor management
- OTP Audit Logs module under Admin menu (list + detail) with 401/403 handling
- Two-factor authentication login flow updates
- Client KYC, India address, family-members, ckyc, nominee enhancements
- New shared KYC helpers (kyc-proof-types, kyc-upload-helper.service)
- User create/edit/view enhancements
- Shell navigation: OTP Audit Logs entry under real Admin menu
This commit is contained in:
Aditya
2026-05-10 13:24:48 +05:30
parent 2d4fb4237e
commit 3b752dc6ae
56 changed files with 7741 additions and 599 deletions
@@ -640,33 +640,163 @@
}
</h4>
<!-- Chip-grouped document type picker -->
<div class="kyc-doc-pickbox">
<div class="kyc-doc-pickbox__head">
<mat-icon class="kyc-doc-pickbox__icon">badge</mat-icon>
<div class="kyc-doc-pickbox__titles">
<p class="kyc-doc-pickbox__title">Identity proof</p>
<p class="kyc-doc-pickbox__sub">Select document type — upload requirements will update automatically</p>
</div>
</div>
<div class="kyc-doc-field">
<label class="kyc-doc-label"><mat-icon>description</mat-icon> Document type</label>
<div class="kyc-doc-chip-wrap">
@for (group of kycDocGroups; track group.label; let last = $last) {
<div class="kyc-doc-chip-group-label"><mat-icon>folder_open</mat-icon> {{ group.label }}</div>
<div class="kyc-doc-chip-grid">
@for (p of group.items; track p.id) {
<span
class="kyc-doc-chip"
[class.kyc-doc-chip--sel]="isKycDocSelected(p)"
(click)="selectKycDoc(p)"
(keydown.enter)="selectKycDoc(p)"
tabindex="0"
role="button"
>
<mat-icon class="kyc-doc-chip__icon">
{{ isKycDocSelected(p) ? 'check_circle' : 'radio_button_unchecked' }}
</mat-icon>
{{ p.name }}
</span>
}
</div>
@if (!last) {
<div class="kyc-doc-chip-divider"></div>
}
}
</div>
@if (kycForm.get('kycDocumentName')?.hasError('required') && kycForm.get('kycDocumentName')?.touched) {
<div class="kyc-doc-error">KYC Document Type is <strong>required</strong></div>
}
</div>
@if (selectedKycDoc?.info) {
<div class="kyc-doc-banner">
<mat-icon>check_circle</mat-icon>
<span>{{ selectedKycDoc.info }}</span>
</div>
}
@if (selectedKycDoc) {
<div class="kyc-doc-upload-grid" [class.kyc-doc-upload-grid--two]="selectedKycDoc.sides === 2">
<div class="kyc-doc-upload-slot">
<div class="kyc-doc-upload-head">
<span class="kyc-doc-upload-title">
<mat-icon>image</mat-icon>
{{ selectedKycDoc.sides === 2 ? 'Front side' : selectedKycDoc.name + ' (single copy)' }}
</span>
<span class="kyc-doc-upload-req">Required</span>
</div>
<label
class="kyc-doc-dropzone"
[class.kyc-doc-dropzone--has]="kycDocFiles.front"
[class.kyc-doc-dropzone--req]="!kycDocFiles.front"
>
<input type="file" accept=".jpg,.jpeg,.png,.pdf" hidden (change)="onKycDocFile($event, 'front')" />
@if (kycDocFiles.front) {
<div class="kyc-doc-dropzone__file">
<mat-icon>insert_drive_file</mat-icon>
<span class="kyc-doc-dropzone__name">{{ kycDocFiles.front.name }}</span>
<button
type="button"
mat-icon-button
class="kyc-doc-dropzone__remove"
(click)="$event.preventDefault(); removeKycDocFile('front')"
>
<mat-icon>close</mat-icon>
</button>
</div>
} @else {
<div class="kyc-doc-dropzone__hint">
<mat-icon>cloud_upload</mat-icon>
<span>Click to upload (JPG / PNG / PDF · max 5 MB)</span>
</div>
}
</label>
</div>
@if (selectedKycDoc.sides === 2) {
<div class="kyc-doc-upload-slot">
<div class="kyc-doc-upload-head">
<span class="kyc-doc-upload-title"> <mat-icon>image</mat-icon> Back side </span>
<span class="kyc-doc-upload-req">Required</span>
</div>
<label
class="kyc-doc-dropzone"
[class.kyc-doc-dropzone--has]="kycDocFiles.back"
[class.kyc-doc-dropzone--req]="!kycDocFiles.back"
>
<input type="file" accept=".jpg,.jpeg,.png,.pdf" hidden (change)="onKycDocFile($event, 'back')" />
@if (kycDocFiles.back) {
<div class="kyc-doc-dropzone__file">
<mat-icon>insert_drive_file</mat-icon>
<span class="kyc-doc-dropzone__name">{{ kycDocFiles.back.name }}</span>
<button
type="button"
mat-icon-button
class="kyc-doc-dropzone__remove"
(click)="$event.preventDefault(); removeKycDocFile('back')"
>
<mat-icon>close</mat-icon>
</button>
</div>
} @else {
<div class="kyc-doc-dropzone__hint">
<mat-icon>cloud_upload</mat-icon>
<span>Click to upload (JPG / PNG / PDF · max 5 MB)</span>
</div>
}
</label>
</div>
}
</div>
@if (selectedKycDoc.sides === 2 && kycDocMergedPreview) {
<div class="kyc-merged">
<div class="kyc-merged__head">
<span class="kyc-merged__title">
<mat-icon>filter_none</mat-icon>
Combined preview (front + back)
</span>
<span class="kyc-merged__hint">Saved as a single PNG. Re-crop a side to update the merged file.</span>
</div>
<div class="kyc-merged__preview">
<img [src]="kycDocMergedPreview" alt="Merged KYC document" />
</div>
<div class="kyc-merged__actions">
<button type="button" mat-stroked-button class="kyc-merged__btn" (click)="reCropKycDocFile('front')">
<mat-icon>crop</mat-icon> Re-crop front
</button>
<button type="button" mat-stroked-button class="kyc-merged__btn" (click)="reCropKycDocFile('back')">
<mat-icon>crop</mat-icon> Re-crop back
</button>
</div>
</div>
}
}
</div>
<div class="form-grid">
<mat-form-field appearance="outline" class="form-field">
<mat-label>KYC Document Type</mat-label>
<span matPrefix class="field-prefix-icon"><mat-icon>description</mat-icon></span>
<mat-select required formControlName="kycDocumentName">
@for (doc of kycDocumentTypes; track doc) {
<mat-option [value]="doc.name">
{{ doc.name }}
@if (doc.mandatory) {
<span class="doc-mandatory-star"> *</span>
}
</mat-option>
}
</mat-select>
@if (kycForm.get('kycDocumentName')?.hasError('required') && kycForm.get('kycDocumentName')?.touched) {
<mat-error>KYC Document Type is <strong>required</strong></mat-error>
}
</mat-form-field>
<mat-form-field appearance="outline" class="form-field">
<mat-label>Document Number</mat-label>
<mat-label>{{ selectedKycDoc?.documentKeyLabel || 'Document Number' }}</mat-label>
<span matPrefix class="field-prefix-icon"><mat-icon>tag</mat-icon></span>
<input
matInput
required
formControlName="kycDocumentNumber"
placeholder="As printed on document"
[placeholder]="selectedKycDoc?.documentKeyPlaceholder || 'As printed on document'"
maxlength="30"
style="text-transform: uppercase"
(input)="
@@ -1005,9 +1135,14 @@
<h4 class="section-title">
<fa-icon icon="camera" class="section-icon"></fa-icon>
Photograph &amp; Signature
<span class="section-required-tag">Required</span>
</h4>
<div class="photo-sig-grid">
<div class="upload-box" [class.upload-box--has-preview]="photographPreview">
<div
class="upload-box"
[class.upload-box--has-preview]="photographPreview"
[class.upload-box--missing]="!photographPreview && photoSigTouched"
>
@if (photographPreview) {
<div class="upload-preview">
<img [src]="photographPreview" alt="Photo" class="upload-preview__img upload-preview__img--photo" />
@@ -1023,15 +1158,25 @@
</div>
} @else {
<div class="upload-box__icon"><fa-icon icon="user"></fa-icon></div>
<span class="upload-box__label">Client Photograph</span>
<span class="upload-box__label">
Client Photograph
<span class="upload-box__req">*</span>
</span>
<span class="upload-box__hint">JPG / PNG, max 2MB</span>
<label class="upload-box__btn">
<input type="file" accept="image/*" hidden (change)="onPhotoSelected($event)" />
<fa-icon icon="camera"></fa-icon> Choose &amp; Crop
</label>
@if (photoSigTouched) {
<span class="upload-box__error">Photograph is required</span>
}
}
</div>
<div class="upload-box" [class.upload-box--has-preview]="signaturePreview">
<div
class="upload-box"
[class.upload-box--has-preview]="signaturePreview"
[class.upload-box--missing]="!signaturePreview && photoSigTouched"
>
@if (signaturePreview) {
<div class="upload-preview">
<img [src]="signaturePreview" alt="Signature" class="upload-preview__img upload-preview__img--sig" />
@@ -1047,12 +1192,18 @@
</div>
} @else {
<div class="upload-box__icon"><fa-icon icon="pen"></fa-icon></div>
<span class="upload-box__label">Specimen Signature</span>
<span class="upload-box__label">
Specimen Signature
<span class="upload-box__req">*</span>
</span>
<span class="upload-box__hint">Scanned image, max 1MB</span>
<label class="upload-box__btn">
<input type="file" accept="image/*" hidden (change)="onSignatureSelected($event)" />
<fa-icon icon="crop"></fa-icon> Choose &amp; Crop
</label>
@if (photoSigTouched) {
<span class="upload-box__error">Signature is required</span>
}
}
</div>
</div>
@@ -23,6 +23,19 @@
color: var(--md-sys-color-primary, #1074b9);
font-size: 14px;
}
.section-required-tag {
margin-left: 6px;
padding: 2px 9px;
border-radius: 999px;
background: #fee2e2;
color: #b91c1c;
border: 1px solid #fecaca;
font-size: 10px;
font-weight: 700;
letter-spacing: 0.4px;
text-transform: uppercase;
}
}
.kyc-badge {
@@ -948,12 +961,23 @@
border-radius: 10px;
background: #f9fafb;
text-align: center;
transition: border-color 0.15s;
transition:
border-color 0.15s,
background 0.15s;
&:hover {
border-color: #1353a0;
}
&--missing {
border-color: #dc2626;
background: #fef2f2;
&:hover {
border-color: #b91c1c;
}
}
&__icon {
width: 44px;
height: 44px;
@@ -972,6 +996,19 @@
color: #0f172a;
}
&__req {
color: #dc2626;
font-weight: 700;
margin-left: 2px;
}
&__error {
margin-top: 6px;
font-size: 12px;
font-weight: 600;
color: #b91c1c;
}
&__hint {
font-size: 11px;
color: #94a3b8;
@@ -1214,3 +1251,393 @@
font-weight: 600;
}
}
/* ===================== KYC Document chip-grouped picker ===================== */
.kyc-doc-pickbox {
border: 1px solid #e2e8f0;
border-radius: 14px;
background: #fff;
padding: 16px 18px;
margin: 6px 0 14px;
box-shadow: 0 1px 3px rgb(15 23 42 / 4%);
&__head {
display: flex;
align-items: center;
gap: 12px;
padding-bottom: 10px;
border-bottom: 1px solid #f1f5f9;
margin-bottom: 14px;
}
&__icon {
color: #2563eb;
background: #eff6ff;
border-radius: 999px;
width: 36px;
height: 36px;
display: inline-flex;
align-items: center;
justify-content: center;
font-size: 20px;
flex-shrink: 0;
}
&__titles {
min-width: 0;
}
&__title {
margin: 0;
font-size: 14px;
font-weight: 700;
color: #0f172a;
}
&__sub {
margin: 2px 0 0;
font-size: 12px;
color: #64748b;
}
}
.kyc-doc-field {
margin-bottom: 4px;
}
.kyc-doc-label {
display: inline-flex;
align-items: center;
gap: 6px;
font-size: 13px;
font-weight: 600;
color: #334155;
margin-bottom: 10px;
mat-icon {
font-size: 18px;
width: 18px;
height: 18px;
color: #64748b;
}
}
.kyc-doc-chip-wrap {
border: 1px solid #e2e8f0;
border-radius: 12px;
padding: 14px 16px;
background: #f8fafc;
}
.kyc-doc-chip-group-label {
display: inline-flex;
align-items: center;
gap: 6px;
font-size: 11px;
font-weight: 700;
letter-spacing: 0.6px;
text-transform: uppercase;
color: #64748b;
margin-bottom: 8px;
mat-icon {
font-size: 14px;
width: 14px;
height: 14px;
color: #94a3b8;
}
}
.kyc-doc-chip-grid {
display: flex;
flex-wrap: wrap;
gap: 8px;
}
.kyc-doc-chip-divider {
height: 1px;
background: #e2e8f0;
margin: 14px 0 10px;
}
.kyc-doc-chip {
display: inline-flex;
align-items: center;
gap: 6px;
padding: 7px 14px;
border-radius: 999px;
background: #fff;
border: 1px solid #cbd5e1;
font-size: 13px;
color: #334155;
cursor: pointer;
user-select: none;
transition:
background 0.15s,
border-color 0.15s,
color 0.15s,
box-shadow 0.15s;
&:hover {
border-color: #1976d2;
color: #1976d2;
}
&__icon {
font-size: 16px;
width: 16px;
height: 16px;
color: #94a3b8;
}
&--sel {
background: #e3f2fd;
border-color: #1976d2;
color: #0d47a1;
font-weight: 600;
box-shadow: inset 0 0 0 1px #1976d2;
.kyc-doc-chip__icon {
color: #1976d2;
}
}
&:focus-visible {
outline: 2px solid #1976d2;
outline-offset: 2px;
}
}
.kyc-doc-banner {
display: flex;
align-items: center;
gap: 10px;
padding: 10px 14px;
margin-top: 12px;
border-radius: 10px;
background: #ecfdf5;
border: 1px solid #a7f3d0;
color: #065f46;
font-size: 13px;
mat-icon {
font-size: 18px;
width: 18px;
height: 18px;
color: #059669;
flex-shrink: 0;
}
}
.kyc-doc-error {
margin-top: 8px;
color: #b91c1c;
font-size: 12px;
padding-left: 4px;
strong {
font-weight: 700;
}
}
/* ===================== KYC Document upload dropzones ===================== */
.kyc-doc-upload-grid {
display: grid;
grid-template-columns: 1fr;
gap: 12px;
margin-top: 14px;
&--two {
grid-template-columns: repeat(2, minmax(0, 1fr));
}
@media (width <= 720px) {
grid-template-columns: 1fr !important;
}
}
.kyc-doc-upload-slot {
display: flex;
flex-direction: column;
gap: 8px;
}
.kyc-doc-upload-head {
display: flex;
align-items: center;
justify-content: space-between;
gap: 8px;
}
.kyc-doc-upload-title {
display: inline-flex;
align-items: center;
gap: 6px;
font-size: 13px;
font-weight: 600;
color: #334155;
mat-icon {
font-size: 16px;
width: 16px;
height: 16px;
color: #64748b;
}
}
.kyc-doc-upload-req {
display: inline-flex;
align-items: center;
padding: 2px 9px;
border-radius: 999px;
background: #fee2e2;
color: #b91c1c;
border: 1px solid #fecaca;
font-size: 10px;
font-weight: 700;
letter-spacing: 0.4px;
text-transform: uppercase;
}
.kyc-merged {
margin-top: 16px;
border: 1px solid #e2e8f0;
border-radius: 12px;
background: #fff;
padding: 14px 16px;
&__head {
display: flex;
align-items: center;
justify-content: space-between;
flex-wrap: wrap;
gap: 6px 16px;
margin-bottom: 10px;
}
&__title {
display: inline-flex;
align-items: center;
gap: 8px;
font-size: 13px;
font-weight: 700;
color: #0f172a;
mat-icon {
font-size: 18px;
width: 18px;
height: 18px;
color: #2563eb;
}
}
&__hint {
font-size: 12px;
color: #64748b;
}
&__preview {
display: flex;
justify-content: center;
background: #f8fafc;
border: 1px solid #e2e8f0;
border-radius: 10px;
padding: 12px;
overflow: hidden;
img {
max-width: 100%;
max-height: 360px;
border-radius: 6px;
box-shadow: 0 1px 6px rgb(15 23 42 / 8%);
}
}
&__actions {
display: flex;
gap: 10px;
flex-wrap: wrap;
margin-top: 12px;
}
&__btn {
mat-icon {
font-size: 16px;
width: 16px;
height: 16px;
margin-right: 4px;
vertical-align: middle;
}
}
}
.kyc-doc-dropzone {
display: block;
border: 2px dashed #cbd5e1;
border-radius: 12px;
background: #f8fafc;
padding: 18px 14px;
cursor: pointer;
transition:
background 0.15s,
border-color 0.15s;
&:hover {
background: #f1f5f9;
border-color: #94a3b8;
}
&--req {
border-color: #fca5a5;
background: #fef2f2;
}
&--has {
border-style: solid;
border-color: #86efac;
background: #f0fdf4;
}
&__hint {
display: flex;
align-items: center;
justify-content: center;
gap: 8px;
color: #64748b;
font-size: 13px;
mat-icon {
font-size: 22px;
width: 22px;
height: 22px;
color: #94a3b8;
}
}
&__file {
display: flex;
align-items: center;
gap: 10px;
min-width: 0;
mat-icon {
color: #16a34a;
flex-shrink: 0;
}
}
&__name {
flex: 1;
min-width: 0;
font-size: 13px;
font-weight: 600;
color: #0f172a;
white-space: nowrap;
overflow: hidden;
text-overflow: ellipsis;
}
&__remove {
flex-shrink: 0;
}
}
@@ -8,19 +8,28 @@
import { Component, Input, OnInit, OnChanges, OnDestroy, SimpleChanges, inject } from '@angular/core';
import { UntypedFormBuilder, UntypedFormGroup, Validators, FormsModule } from '@angular/forms';
import { MatDialog, MAT_DIALOG_DATA, MatDialogContent, MatDialogActions } from '@angular/material/dialog';
import {
MatDialog,
MAT_DIALOG_DATA,
MatDialogContent,
MatDialogActions,
MatDialogClose
} from '@angular/material/dialog';
import { Inject } from '@angular/core';
import { MatProgressSpinner } from '@angular/material/progress-spinner';
import { MatSelectTrigger } from '@angular/material/select';
import { MatDivider } from '@angular/material/divider';
import { MatIcon } from '@angular/material/icon';
import { MatIconButton, MatButton } from '@angular/material/button';
import { MatCheckbox } from '@angular/material/checkbox';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { ClientsService } from '../../clients.service';
import { SettingsService } from 'app/settings/settings.service';
import { Dates } from 'app/core/utils/dates';
import { ProofType, normalizeProofType, groupProofsByCategory } from '../../shared/kyc-proof-types';
import { KycUploadHelperService } from '../../shared/kyc-upload-helper.service';
@Component({
selector: 'mifosx-client-kyc-step',
@@ -31,6 +40,8 @@ import { Dates } from 'app/core/utils/dates';
FormsModule,
MatDivider,
MatIcon,
MatIconButton,
MatButton,
MatCheckbox,
MatProgressSpinner,
FaIconComponent,
@@ -43,6 +54,7 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
private clientsService = inject(ClientsService);
private settingsService = inject(SettingsService);
private dateUtils = inject(Dates);
private kycUpload = inject(KycUploadHelperService);
/** Set by parent after client is created */
@Input() clientId: string = '';
@@ -67,15 +79,47 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
/** KYC Document Types — populated from API template, falls back to defaults */
kycDocumentTypes: { name: string; code: string; mandatory: boolean }[] = [];
/** Chip-group state for KYC document picker (mirrors identity proof in identifier dialog) */
kycDocProofs: ProofType[] = [];
kycDocGroups: { label: string; items: ProofType[] }[] = [];
selectedKycDoc: ProofType | null = null;
/** Front/back files for the chosen KYC document */
kycDocFiles: { front: File | null; back: File | null } = { front: null, back: null };
/** Combined front+back PNG (built automatically once both image sides are ready) */
kycDocMergedFile: File | null = null;
kycDocMergedPreview: string | null = null;
/** Set true after a save attempt so we can highlight missing photo/signature boxes */
photoSigTouched = false;
/** Either an in-memory crop or an image already on the server */
get hasPhoto(): boolean {
return !!this.photographPreview;
}
get hasSignature(): boolean {
return !!this.signaturePreview;
}
/** Photo + signature are mandatory before leaving the KYC tab */
get photoSigComplete(): boolean {
return this.hasPhoto && this.hasSignature;
}
/** Mark uploads as touched so the UI shows the missing-required state */
markPhotoSigTouched(): void {
this.photoSigTouched = true;
}
/** Fallback document types when template API is unavailable */
private defaultDocumentTypes = [
'Aadhaar Card',
'Passport',
'PAN Card',
'Driving Licence',
'Voter ID',
'NREGA Job Card',
'National Population Register Letter'
{ name: 'Aadhaar Card', code: 'AADHAAR' },
{ name: 'Passport', code: 'PASSPORT' },
{ name: 'PAN Card', code: 'PAN' },
{ name: 'Driving Licence', code: 'DRIVING_LICENSE' },
{ name: 'Voter ID', code: 'VOTER_ID' },
{ name: 'NREGA Job Card', code: 'NREGA_JOB_CARD' },
{ name: 'National Population Register Letter', code: 'NPR_LETTER' }
];
/** Constitution-based KYC document types for non-individual clients */
private constitutionDocTypes: Record<string, { name: string; mandatory: boolean }[]> = {
@@ -371,6 +415,16 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
});
ngOnInit(): void {
// Seed defaults immediately so the picker has options before clientId is set
// (template API requires clientId; user can still pick a type pre-save).
if (!this.kycDocumentTypes.length) {
this.kycDocumentTypes = this.defaultDocumentTypes.map((d) => ({
name: d.name,
code: d.code,
mandatory: false
}));
this.rebuildKycDocPicker();
}
this.loadExistingKycIfNeeded();
this.loadKycTemplate();
if (this.isNonIndividual && this.constitutionMeta) {
@@ -412,9 +466,111 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
// Reset selected document type since options changed
this.kycForm.get('kycDocumentName')?.setValue('');
this.kycForm.get('kycDocumentName')?.updateValueAndValidity();
this.rebuildKycDocPicker();
}
}
/** Rebuild chip-group picker model from kycDocumentTypes */
private rebuildKycDocPicker(): void {
this.kycDocProofs = (this.kycDocumentTypes || []).map((d, i) =>
normalizeProofType({ id: d.code || d.name || i, name: d.name, code: d.code, description: d.code || d.name })
);
this.kycDocGroups = groupProofsByCategory(this.kycDocProofs);
// Sync selected proof with current form value (e.g. on edit-mode prefill)
const currentName = this.kycForm?.get('kycDocumentName')?.value;
this.selectedKycDoc = currentName ? this.kycDocProofs.find((p) => p.name === currentName) || null : null;
}
selectKycDoc(proof: ProofType): void {
this.selectedKycDoc = proof;
this.kycForm.get('kycDocumentName')?.setValue(proof.name);
// Reset uploads + merged preview when document type changes
this.kycDocFiles = { front: null, back: null };
this.kycDocMergedFile = null;
this.kycDocMergedPreview = null;
}
isKycDocSelected(proof: ProofType): boolean {
return this.selectedKycDoc?.code === proof.code && this.selectedKycDoc?.name === proof.name;
}
async onKycDocFile(event: Event, slot: 'front' | 'back'): Promise<void> {
const input = event.target as HTMLInputElement;
const raw = input.files?.[0];
input.value = ''; // allow re-picking the same filename
if (!raw) return;
if (raw.size > 5 * 1024 * 1024) return;
const cropped = await this.kycUpload.pickWithCrop(raw, `Crop ${slot} side`);
if (!cropped) return;
this.kycDocFiles[slot] = cropped;
await this.refreshKycDocMerged();
}
async reCropKycDocFile(slot: 'front' | 'back'): Promise<void> {
const current = this.kycDocFiles[slot];
if (!current || !current.type.startsWith('image/')) return;
const cropped = await this.kycUpload.pickWithCrop(current, `Re-crop ${slot} side`);
if (!cropped) return;
this.kycDocFiles[slot] = cropped;
await this.refreshKycDocMerged();
}
removeKycDocFile(slot: 'front' | 'back'): void {
this.kycDocFiles[slot] = null;
this.kycDocMergedFile = null;
this.kycDocMergedPreview = null;
}
private async refreshKycDocMerged(): Promise<void> {
const proof = this.selectedKycDoc;
if (!proof || proof.sides !== 2 || !this.kycDocFiles.front || !this.kycDocFiles.back) {
this.kycDocMergedFile = null;
this.kycDocMergedPreview = null;
return;
}
const merged = await this.kycUpload.mergeFrontBack(
this.kycDocFiles.front,
this.kycDocFiles.back,
proof.name || 'kyc-document'
);
if (merged) {
this.kycDocMergedFile = merged.file;
this.kycDocMergedPreview = merged.preview;
} else {
this.kycDocMergedFile = null;
this.kycDocMergedPreview = null;
}
}
/**
* Files + proof metadata for the parent to persist as a client identifier.
* When both image sides are present they're sent as a single combined PNG;
* otherwise the individual files are returned.
*/
get kycDocPayload(): {
proof: ProofType | null;
proofId: any;
documentKey: string;
files: { slot: string; file: File }[];
} {
const files: { slot: string; file: File }[] = [];
if (this.selectedKycDoc?.sides === 2 && this.kycDocMergedFile) {
files.push({ slot: 'Combined', file: this.kycDocMergedFile });
} else {
if (this.kycDocFiles.front) files.push({ slot: 'Front', file: this.kycDocFiles.front });
if (this.selectedKycDoc?.sides === 2 && this.kycDocFiles.back) {
files.push({ slot: 'Back', file: this.kycDocFiles.back });
}
}
return {
proof: this.selectedKycDoc,
proofId: this.selectedKycDoc?.id ?? '',
documentKey: this.kycForm.get('kycDocumentNumber')?.value || '',
files
};
}
/** Load existing KYC data if clientId is set (edit mode) */
private loadExistingKycIfNeeded(): void {
if (!this.clientId || this.kycLoaded) return;
@@ -469,6 +625,10 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
form15Type: data.form15Type || '15G',
form15FY: data.form15FY || ''
});
// Sync chip-picker selection with the prefilled document name
if (data.kycDocumentName) {
this.selectedKycDoc = this.kycDocProofs.find((p) => p.name === data.kycDocumentName) || null;
}
// Set verification statuses from existing data
if (data.panVerified) {
this.panVerifyStatus = 'VERIFIED';
@@ -568,16 +728,18 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
this.kycForm.get('kycDocumentName')?.setValidators(Validators.required);
}
this.kycForm.get('kycDocumentName')?.updateValueAndValidity();
this.rebuildKycDocPicker();
}
},
error: () => {
// Fallback to defaults if template API unavailable
this.kycTemplateLoaded = true;
this.kycDocumentTypes = this.defaultDocumentTypes.map((name) => ({
name,
code: name,
this.kycDocumentTypes = this.defaultDocumentTypes.map((d) => ({
name: d.name,
code: d.code,
mandatory: false
}));
this.rebuildKycDocPicker();
}
});
}
@@ -1232,6 +1394,7 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
MatIcon,
MatDialogContent,
MatDialogActions,
MatDialogClose,
STANDALONE_SHARED_IMPORTS
]
})