feat(clients, alm): add CIN/MCA verification & authorized signatories tab; refactor ALM report print and export
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This commit is contained in:
2026-08-13 15:05:16 +05:30
parent 75df8865dd
commit 5581d4180d
29 changed files with 3002 additions and 2453 deletions
@@ -40,6 +40,7 @@ import { MatProgressSpinner } from '@angular/material/progress-spinner';
import { MatTooltip } from '@angular/material/tooltip';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { ORIGINAL_VALUES_PAYLOAD_KEY, buildOriginalValuesSnapshot } from '../shared/client-edit-diff.util';
import { toProperNameCase } from '../utils/name-case.util';
/**
* Edit Client Component — uses the same wizard/stepper layout as Create Client.
@@ -589,13 +590,11 @@ export class EditClientComponent {
const kycId = this.clientKycStep.kycId;
const isVerified = this.clientKycStep.isKycVerified;
// Validate remarks are present for verified KYC
if (isVerified && !kycData.remarks?.trim()) {
this.savingClient = false;
this.clientKycStep.kycForm.get('remarks')?.markAsTouched();
return;
}
// Remarks are not demanded here. The server requires them only when a save actually
// overwrites data the verified record already held, and it names the reason when it
// refuses. Blocking every verified record up front aborted the save silently — the photo
// upload above had already gone through, so the image changed, the button came back to
// life, and nothing said why nothing had been saved.
let saveObs;
if (kycId && isVerified) {
// VERIFIED → re-edit command
@@ -628,8 +627,19 @@ export class EditClientComponent {
this.saveKycDocProof(this.clientId);
this.selectedTabIndex = this.selectedTabIndex + 1;
},
error: () => {
// A rejected save used to just re-enable the button, which reads as "nothing happened".
// The server's own message says what is missing — remarks on a re-edit, most often — so
// it is shown rather than swallowed, and the KYC tab stays put for the officer to fix.
error: (err: any) => {
this.savingClient = false;
const message =
err?.error?.errors?.[0]?.defaultUserMessage ||
err?.error?.defaultUserMessage ||
'KYC could not be saved. Please review the KYC details and try again.';
this.snackBar.open(message, 'Close', { duration: 6000 });
if (isVerified) {
this.clientKycStep?.kycForm.get('remarks')?.markAsTouched();
}
}
});
} else {
@@ -734,17 +744,20 @@ export class EditClientComponent {
? this.toLocalDateString(oldDobRaw)
: oldDobRaw || '';
// Both sides run through toProperNameCase so a casing-only difference — the stored
// 'LINCPAY LTD' against the normalized 'Lincpay LTD' the form now submits — is not
// mistaken for a real rename and does not force a PAN re-verification.
const buildName = (parts: { firstname?: string; middlename?: string; lastname?: string; fullname?: string }) =>
(
toProperNameCase(
parts.fullname ||
[
parts.firstname,
parts.middlename,
parts.lastname
]
.filter((p) => p && p.trim())
.join(' ')
).trim();
[
parts.firstname,
parts.middlename,
parts.lastname
]
.filter((p) => p && p.trim())
.join(' ')
);
const newName = buildName({
firstname: form?.get('firstname')?.value || '',