feat: client extra fields + KYC home-visit & video-KYC dialogs
- Add Education Level, Degree/Qualification, Religion, Social Category dropdowns (individual clients) with dependent filtering on the create/edit/preview/view flows - Add Agriculture Income & Non-Agriculture Income fields under Financial & Classification - Gate Save with a Verify Client alert dialog when sanctions screening is not yet performed - Trim Office Name and CKYC Number columns from clients list; widen table to fill container - Remove DIP/Screening log IDs from preview and personal-data tabs - Rename "Branch Visit" to "Home Visit" across KYC management - Wire Take Action: open dedicated dialogs for Schedule Home Visit (officer + datetime) and Send Video KYC link (channels + officer + 48h expiry + session preview) - Migrate Signatory and Guardian image dialogs to inject() for prefer-inject lint rule Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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co-authored by
Claude Opus 4.7
parent
d72e969dc3
commit
52e3395345
@@ -12,7 +12,12 @@
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<h2>{{ 'labels.heading.Create Client' | translate }}</h2>
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</div>
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<mat-tab-group class="client-tabs" animationDuration="200ms" [preserveContent]="true" [(selectedIndex)]="selectedTabIndex">
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<mat-tab-group
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class="client-tabs"
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animationDuration="200ms"
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[preserveContent]="true"
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[(selectedIndex)]="selectedTabIndex"
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>
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<!-- Tab 1: General Details -->
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<mat-tab>
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<ng-template mat-tab-label>
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@@ -62,7 +67,8 @@
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</div>
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}
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<div class="tab-section">
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<mifosx-client-kyc-step #clientKyc
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<mifosx-client-kyc-step
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#clientKyc
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[isNonIndividual]="legalFormType === 2"
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[clientId]="createdClientId"
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[constitutionMeta]="clientGeneralStep?.selectedConstitution"
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@@ -127,13 +133,18 @@
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<mat-icon>edit</mat-icon> Edit
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</button>
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} @else {
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<button mat-stroked-button class="tab-mode-btn tab-mode-btn--cancel" (click)="cancelTabEdit(addressTabIdx)">
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<button
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mat-stroked-button
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class="tab-mode-btn tab-mode-btn--cancel"
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(click)="cancelTabEdit(addressTabIdx)"
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>
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<mat-icon>close</mat-icon> Cancel
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</button>
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}
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</div>
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}
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<mifosx-client-india-address-step #clientIndiaAddress
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<mifosx-client-india-address-step
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#clientIndiaAddress
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[readOnly]="isTabReadOnly(addressTabIdx)"
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></mifosx-client-india-address-step>
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</div>
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@@ -155,13 +166,18 @@
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<mat-icon>edit</mat-icon> Edit
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</button>
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} @else {
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<button mat-stroked-button class="tab-mode-btn tab-mode-btn--cancel" (click)="cancelTabEdit(familyTabIdx)">
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<button
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mat-stroked-button
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class="tab-mode-btn tab-mode-btn--cancel"
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(click)="cancelTabEdit(familyTabIdx)"
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>
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<mat-icon>close</mat-icon> Cancel
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</button>
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}
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</div>
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}
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<mifosx-client-family-members-step #clientFamilyMembers
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<mifosx-client-family-members-step
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#clientFamilyMembers
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[clientTemplate]="clientTemplate"
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[clientId]="createdClientId"
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[maritalStatusId]="clientGeneralStep?.createClientForm?.get('maritalStatusId')?.value"
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@@ -191,6 +207,10 @@
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[familyMembers]="clientFamilyMembersStep?.clientFamilyMembers || []"
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[maritalStatusId]="clientGeneralStep?.createClientForm?.get('maritalStatusId')?.value"
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[maritalStatusOptions]="clientGeneralStep?.maritalStatusOptions || []"
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[educationLevelOptions]="clientGeneralStep?.educationLevelOptions || []"
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[degreeQualificationOptions]="clientGeneralStep?.degreeQualificationOptions || []"
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[religionOptions]="clientGeneralStep?.religionOptions || []"
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[socialCategoryOptions]="clientGeneralStep?.socialCategoryOptions || []"
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(submitEvent)="submit()"
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></mifosx-client-preview-step>
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</div>
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@@ -220,9 +240,19 @@
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}
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@if (selectedTabIndex < totalTabs - 1) {
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<div class="save-next-wrapper">
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<button mat-raised-button color="primary" class="save-next-btn" (click)="onNext()" [disabled]="savingClient || (selectedTabIndex === 0 && clientGeneralStep?.sanctionsBlocked)">
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<button
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mat-raised-button
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color="primary"
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class="save-next-btn"
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(click)="onNext()"
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[disabled]="savingClient || (selectedTabIndex === 0 && clientGeneralStep?.sanctionsBlocked)"
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>
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@if (savingClient) {
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<mat-progress-spinner diameter="18" mode="indeterminate" class="m-r-10 save-spinner"></mat-progress-spinner>
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<mat-progress-spinner
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diameter="18"
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mode="indeterminate"
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class="m-r-10 save-spinner"
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></mat-progress-spinner>
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Saving...
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} @else {
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<mat-icon class="m-r-6">save</mat-icon>
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