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>
This commit is contained in:
Aditya
co-authored by
Claude Opus 4.7
Claude Opus 4.7
parent
d72e969dc3
commit
52e3395345
@@ -198,6 +198,26 @@ export class CreateClientComponent {
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return;
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}
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// Sanctions verification gate — Verify Client must be clicked before save
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if (!this.clientGeneralStep?.sanctionsVerified) {
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this.dialog
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.open(VerifyClientAlertDialogComponent, {
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width: '420px',
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autoFocus: false
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})
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.afterClosed()
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.subscribe(() => {
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setTimeout(() => {
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const verifyBtn = document.querySelector('.verify-name-btn') as HTMLElement;
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if (verifyBtn) {
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verifyBtn.scrollIntoView({ behavior: 'smooth', block: 'center' });
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verifyBtn.focus();
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}
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}, 100);
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});
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return;
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}
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// Show confirmation dialog
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const dialogRef = this.dialog.open(SaveConfirmDialogComponent, {
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width: '440px',
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@@ -236,10 +256,14 @@ export class CreateClientComponent {
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}
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// Upload photo & signature
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if (this.clientKycStep?.photographFile) {
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this.clientsService.uploadClientProfileImage(clientId, this.clientKycStep.photographFile).subscribe({ error: () => {} });
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this.clientsService
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.uploadClientProfileImage(clientId, this.clientKycStep.photographFile)
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.subscribe({ error: () => {} });
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}
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if (this.clientKycStep?.signatureFile) {
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this.clientsService.uploadClientSignatureImage(clientId, this.clientKycStep.signatureFile).subscribe({ error: () => {} });
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this.clientsService
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.uploadClientSignatureImage(clientId, this.clientKycStep.signatureFile)
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.subscribe({ error: () => {} });
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}
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return;
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}
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@@ -368,16 +392,27 @@ export class CreateClientComponent {
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* Finalize: upload photo/signature, save KYC, save addresses, then navigate.
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*/
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private finalizeClient(clientId: string) {
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const navigateToClient = () => this.router.navigate(['../', clientId], { relativeTo: this.route });
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const navigateToClient = () =>
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this.router.navigate(
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[
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'../',
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clientId
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],
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{ relativeTo: this.route }
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);
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// Upload photo if selected
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if (this.clientKycStep?.photographFile) {
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this.clientsService.uploadClientProfileImage(clientId, this.clientKycStep.photographFile).subscribe({ error: () => {} });
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this.clientsService
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.uploadClientProfileImage(clientId, this.clientKycStep.photographFile)
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.subscribe({ error: () => {} });
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}
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// Upload signature if selected
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if (this.clientKycStep?.signatureFile) {
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this.clientsService.uploadClientSignatureImage(clientId, this.clientKycStep.signatureFile).subscribe({ error: () => {} });
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this.clientsService
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.uploadClientSignatureImage(clientId, this.clientKycStep.signatureFile)
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.subscribe({ error: () => {} });
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}
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// Save addresses from India address step
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@@ -409,16 +444,36 @@ export class CreateClientComponent {
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const addressData = this.clientIndiaAddressStep.addressData;
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// Map tab names to Fineract address type names (as defined in address template)
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const typeNameMap: Record<string, string[]> = {
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permanent: ['Permanent', 'Permanent Address'],
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current: ['Residential', 'Current', 'Current / Residential', 'Communication'],
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office: ['Office', 'Office / Work', 'Business', 'Work'],
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correspondence: ['Correspondence', 'Mailing', 'Postal']
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permanent: [
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'Permanent',
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'Permanent Address'
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],
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current: [
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'Residential',
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'Current',
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'Current / Residential',
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'Communication'
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],
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office: [
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'Office',
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'Office / Work',
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'Business',
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'Work'
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],
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correspondence: [
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'Correspondence',
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'Mailing',
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'Postal'
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]
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};
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this.clientsService.getClientAddressTemplate().subscribe({
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next: (template: any) => {
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const typeOptions = template?.addressTypeIdOptions || [];
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for (const [tab, addr] of Object.entries(addressData)) {
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for (const [
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tab,
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addr
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] of Object.entries(addressData)) {
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if (!addr || !(addr as any).addressLine1) continue;
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// Find matching address type ID
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@@ -448,8 +503,8 @@ export class CreateClientComponent {
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// Try to resolve state to stateProvinceId
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if ((addr as any).state && template?.stateProvinceIdOptions?.length) {
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const stateMatch = template.stateProvinceIdOptions.find((s: any) =>
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s.name?.toLowerCase() === (addr as any).state?.toLowerCase()
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const stateMatch = template.stateProvinceIdOptions.find(
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(s: any) => s.name?.toLowerCase() === (addr as any).state?.toLowerCase()
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);
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if (stateMatch) payload.stateProvinceId = stateMatch.id;
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}
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@@ -535,34 +590,228 @@ export class CreateClientComponent {
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</div>
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</div>
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`,
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styles: [`
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.scd { background: #fff; border-radius: 12px; overflow: hidden; }
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.scd-header {
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display: flex; align-items: center; gap: 14px;
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padding: 20px 24px 16px;
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}
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.scd-header__icon-wrap {
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width: 44px; height: 44px; border-radius: 12px;
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background: #eff6ff; display: flex; align-items: center; justify-content: center;
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}
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.scd-header__icon { color: #1074b9; font-size: 24px; width: 24px; height: 24px; }
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.scd-header__title { margin: 0; font-size: 17px; font-weight: 700; color: #0f172a; }
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.scd-header__sub { margin: 2px 0 0; font-size: 12px; color: #64748b; }
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.scd-body { padding: 0 24px 20px; }
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.scd-body p { margin: 0 0 14px; font-size: 14px; color: #374151; line-height: 1.5; }
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.scd-info {
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display: flex; align-items: flex-start; gap: 8px;
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padding: 10px 14px; background: #f0f9ff; border: 1px solid #bae6fd;
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border-radius: 8px; font-size: 12px; color: #0c4a6e;
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}
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.scd-info__icon { font-size: 16px !important; width: 16px !important; height: 16px !important; color: #0284c7; flex-shrink: 0; margin-top: 1px; }
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.scd-actions {
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display: flex; justify-content: flex-end; gap: 10px;
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padding: 14px 24px; border-top: 1px solid #f1f5f9; background: #f8fafc;
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}
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.scd-cancel, .scd-confirm { display: flex !important; align-items: center; gap: 6px; font-size: 13px !important; height: 38px !important; border-radius: 8px !important; }
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.scd-confirm { font-weight: 600 !important; }
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`],
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imports: [MatIcon, MatDialogClose]
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styles: [
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`
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.scd {
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background: #fff;
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border-radius: 12px;
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overflow: hidden;
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}
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.scd-header {
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display: flex;
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align-items: center;
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gap: 14px;
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padding: 20px 24px 16px;
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}
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.scd-header__icon-wrap {
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width: 44px;
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height: 44px;
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border-radius: 12px;
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background: #eff6ff;
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display: flex;
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align-items: center;
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justify-content: center;
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}
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.scd-header__icon {
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color: #1074b9;
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font-size: 24px;
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width: 24px;
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height: 24px;
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}
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.scd-header__title {
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margin: 0;
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font-size: 17px;
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font-weight: 700;
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color: #0f172a;
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}
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.scd-header__sub {
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margin: 2px 0 0;
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font-size: 12px;
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color: #64748b;
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}
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.scd-body {
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padding: 0 24px 20px;
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}
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.scd-body p {
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margin: 0 0 14px;
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font-size: 14px;
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color: #374151;
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line-height: 1.5;
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}
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.scd-info {
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display: flex;
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align-items: flex-start;
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gap: 8px;
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padding: 10px 14px;
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background: #f0f9ff;
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border: 1px solid #bae6fd;
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border-radius: 8px;
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font-size: 12px;
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color: #0c4a6e;
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}
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.scd-info__icon {
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font-size: 16px !important;
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width: 16px !important;
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height: 16px !important;
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color: #0284c7;
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flex-shrink: 0;
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margin-top: 1px;
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}
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.scd-actions {
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display: flex;
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justify-content: flex-end;
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gap: 10px;
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padding: 14px 24px;
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border-top: 1px solid #f1f5f9;
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background: #f8fafc;
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}
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.scd-cancel,
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.scd-confirm {
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display: flex !important;
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align-items: center;
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gap: 6px;
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font-size: 13px !important;
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height: 38px !important;
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border-radius: 8px !important;
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}
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.scd-confirm {
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font-weight: 600 !important;
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}
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`
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],
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imports: [
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MatIcon,
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MatDialogClose
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]
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})
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export class SaveConfirmDialogComponent {}
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/**
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* Verify Client Required Alert Dialog
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*/
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@Component({
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selector: 'mifosx-verify-client-alert-dialog',
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template: `
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<div class="vcad">
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<div class="vcad-header">
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<div class="vcad-header__icon-wrap">
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<mat-icon class="vcad-header__icon">shield</mat-icon>
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</div>
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<div>
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<h3 class="vcad-header__title">Verification Required</h3>
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<p class="vcad-header__sub">Client name must be screened before saving</p>
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</div>
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</div>
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<div class="vcad-body">
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<p>
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Please click <strong>Verify Client</strong> to screen the client name against the UN Security Council
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Consolidated Sanctions List before proceeding.
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</p>
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<div class="vcad-info">
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<mat-icon class="vcad-info__icon">gavel</mat-icon>
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<span
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>RBI KYC Master Direction (2016) — Section 51 & PMLA 2002. Sanctions screening is mandatory before
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account opening.</span
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>
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</div>
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</div>
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<div class="vcad-actions">
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<button mat-flat-button color="primary" [mat-dialog-close]="true" class="vcad-ok">
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<mat-icon>check</mat-icon>
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OK, Verify Now
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</button>
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</div>
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</div>
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`,
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styles: [
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`
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.vcad {
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background: #fff;
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border-radius: 12px;
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overflow: hidden;
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}
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.vcad-header {
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display: flex;
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align-items: center;
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gap: 14px;
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padding: 20px 24px 16px;
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}
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.vcad-header__icon-wrap {
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width: 44px;
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height: 44px;
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border-radius: 12px;
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background: #fef3c7;
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display: flex;
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align-items: center;
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justify-content: center;
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}
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.vcad-header__icon {
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color: #d97706;
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font-size: 24px;
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width: 24px;
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height: 24px;
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}
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.vcad-header__title {
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margin: 0;
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font-size: 17px;
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font-weight: 700;
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color: #0f172a;
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}
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.vcad-header__sub {
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margin: 2px 0 0;
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font-size: 12px;
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color: #64748b;
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}
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.vcad-body {
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padding: 0 24px 20px;
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}
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.vcad-body p {
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margin: 0 0 14px;
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font-size: 14px;
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color: #374151;
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line-height: 1.5;
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}
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.vcad-info {
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display: flex;
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align-items: flex-start;
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gap: 8px;
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padding: 10px 14px;
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background: #fff7ed;
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border: 1px solid #fed7aa;
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border-radius: 8px;
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font-size: 12px;
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color: #7c2d12;
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}
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.vcad-info__icon {
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font-size: 16px !important;
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width: 16px !important;
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height: 16px !important;
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color: #d97706;
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flex-shrink: 0;
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margin-top: 1px;
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}
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.vcad-actions {
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display: flex;
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justify-content: flex-end;
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gap: 10px;
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padding: 14px 24px;
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border-top: 1px solid #f1f5f9;
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background: #f8fafc;
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}
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.vcad-ok {
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display: flex !important;
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align-items: center;
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gap: 6px;
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font-size: 13px !important;
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height: 38px !important;
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border-radius: 8px !important;
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font-weight: 600 !important;
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}
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`
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],
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imports: [
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MatIcon,
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MatDialogClose
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]
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})
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export class VerifyClientAlertDialogComponent {}
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