feat(clients): dual-OTP contact-change verification, webcam signature capture, and client history tab
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Frontend counterpart to the backend dual-OTP contact-change feature:

- New ContactOtpBlockComponent (6-box segmented OTP input) used up to 4x in
  Edit Client (old/new mobile, old/new email — grouped under per-field
  sub-headers) and once each for mobile/email in Create Client, gating
  Save/Save & Next until every required box is verified.
- edit-client.component.ts: detects mobile/email/DOB changes against the
  loaded snapshot using local-date comparison (not `.toISOString()`, which
  false-triggers a day-shift in positive-UTC-offset timezones) and
  trimmed/case-insensitive email comparison (autofill whitespace or re-typed
  casing no longer reads as a change the masked preview can't explain).
- client-kyc-step.component.ts: new `invalidFieldLabels` getter names every
  currently-invalid required KYC field, surfaced via the Save & Next tooltip
  in both create-client and edit-client so a greyed-out button always
  explains what's still missing instead of a generic message.
- CaptureImageDialogComponent generalized for both profile photo and
  signature (photograph-a-paper-signature) capture:
  - Frame aspect now matches the requested getUserMedia resolution
    (4:3 profile / 16:9 signature) with object-fit: cover, eliminating the
    pillarboxing (black bars) a mismatched box previously caused.
  - Suppresses Chromium's auto-injected PiP/cast corner overlay icons.
  - Frame height capped in vh (not just px) so the dialog fits short
    viewports instead of pushing Cancel/Upload below the fold.
- upload-document-dialog.component.ts: generic Documents-tab upload now also
  offers "Capture from Webcam" alongside Browse, reusing the same capture
  dialog.
- New client History tab (reuses the existing Audit Trail data, scoped to
  this client) and dataUrlToFile/dataUrlToBlob util for routing webcam
  captures through the same upload pipelines as a picked file.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
This commit is contained in:
2026-07-26 14:51:04 +05:30
co-authored by Claude Sonnet 5
parent d334dd1669
commit 733d9d22b2
30 changed files with 1803 additions and 43 deletions
@@ -995,6 +995,32 @@
</mat-select>
</mat-form-field>
}
<!-- CLIENT CREATION contact-OTP verification — create mode only. Edit mode already has
its own dual old/new OTP panel in EditClientComponent's template; this single
"new value" block only makes sense for a brand-new client (no "old" destination to
verify against). Each block only appears once its own field passes validation, so
staff enter a plausible-looking number/email before being asked to verify it. -->
@if (!clientData) {
<div class="contact-otp-row">
@if (createClientForm.get('mobileNo')?.valid) {
<mifosx-client-contact-otp-block
channel="MOBILE"
[destination]="createClientForm.get('mobileNo')?.value"
label="Verify Mobile Number"
(stateChange)="onMobileOtpState($event)"
></mifosx-client-contact-otp-block>
}
@if (createClientForm.get('emailAddress')?.valid) {
<mifosx-client-contact-otp-block
channel="EMAIL"
[destination]="createClientForm.get('emailAddress')?.value"
label="Verify Email Address"
(stateChange)="onEmailOtpState($event)"
></mifosx-client-contact-otp-block>
}
</div>
}
</div>
</div>
@@ -1493,6 +1493,21 @@ form {
}
}
/* Create-time mobile/email OTP verification — spans both `.form-grid` columns so the two
* blocks sit on their own full-width row instead of disrupting the field/verify-button pairing
* above them. */
.contact-otp-row {
display: flex;
flex-wrap: wrap;
gap: 16px;
grid-column: 1 / -1;
margin-top: 4px;
mifosx-client-contact-otp-block {
flex: 1 1 260px;
}
}
@media (width <= 768px) {
.form-grid {
grid-template-columns: 1fr;
@@ -1516,6 +1531,10 @@ form {
max-width: none;
}
}
.contact-otp-row {
flex-direction: column;
}
}
.guardian-card__avatar.has-photo {
@@ -50,6 +50,10 @@ import { DateFormatPipe } from '../../../pipes/date-format.pipe';
import { SanctionsVerifyDialogComponent } from './sanctions-verify-dialog.component';
import { DipVerifyDialogComponent } from './dip-verify-dialog.component';
import { DinVerifyDialogComponent } from './din-verify-dialog.component';
import {
ContactOtpBlockComponent,
ContactOtpState
} from 'app/clients/edit-client/contact-otp-block/contact-otp-block.component';
/**
* Create Client Component
@@ -68,7 +72,8 @@ import { DinVerifyDialogComponent } from './din-verify-dialog.component';
MatIcon,
MatTooltip,
MatSelectTrigger,
DateFormatPipe
DateFormatPipe,
ContactOtpBlockComponent
]
})
export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges {
@@ -183,6 +188,45 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
alternateDipLookupLogId: number | null = null;
/** Alternate DIP lookup timestamp from API */
alternateDipTimestamp: string | null = null;
/**
* CLIENT CREATION contact-OTP verification state (mobileNo / emailAddress). Unlike the
* edit-flow dual old/new OTP panel in `EditClientComponent`, a brand-new client has no "old"
* destination to verify against — so only a single "new value" OTP-verification is needed
* per field here. Sent to the backend as `mobileNewOtpId`/`emailNewOtpId` alongside the rest
* of the create-client payload (see `CreateClientComponent.saveAndProceed()`), which requires
* both whenever `mobileNo`/`emailAddress` are present (and they always are — both are
* `Validators.required` on this form).
*/
mobileOtpVerified = false;
mobileNewOtpId: number | null = null;
emailOtpVerified = false;
emailNewOtpId: number | null = null;
/**
* Whether both mobile and email have been OTP-verified for CLIENT CREATION. Always `true`
* in edit mode (`clientData` set) — edit-time contact verification is gated separately by
* `EditClientComponent.contactVerificationComplete`, not by this component.
*/
get contactVerified(): boolean {
if (this.clientData) {
return true;
}
return this.mobileOtpVerified && this.emailOtpVerified;
}
/** Resets create-time OTP verification for mobileNo — called whenever the field's value
* changes after a prior verification, since that OTP no longer applies to the new value. */
onMobileOtpState(state: ContactOtpState): void {
this.mobileOtpVerified = state.verified;
this.mobileNewOtpId = state.otpId;
}
/** Resets create-time OTP verification for emailAddress — see `onMobileOtpState()`. */
onEmailOtpState(state: ContactOtpState): void {
this.emailOtpVerified = state.verified;
this.emailNewOtpId = state.otpId;
}
/** Constitution Types Master with KYC field metadata */
constitutionTypesMaster = [
{
@@ -853,6 +897,13 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
.valueChanges.pipe(takeUntil(this.destroy$))
.subscribe(() => {
this.mobileVerified = false;
// Also reset create-time contact-OTP verification — an OTP verified against a
// previous mobile number no longer applies once the value is edited. Belt-and-braces
// alongside ContactOtpBlockComponent's own destination-change reset: this fires even
// if the OTP block was unmounted (e.g. `*ngIf` hid it while the field was momentarily
// invalid) and its own reset never had a chance to run.
this.mobileOtpVerified = false;
this.mobileNewOtpId = null;
});
this.createClientForm
@@ -861,6 +912,16 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
.subscribe(() => {
this.alternateMobileVerified = false;
});
// Reset create-time contact-OTP verification when email address changes — see the
// mobileNo subscription above for the rationale.
this.createClientForm
.get('emailAddress')
.valueChanges.pipe(takeUntil(this.destroy$))
.subscribe(() => {
this.emailOtpVerified = false;
this.emailNewOtpId = null;
});
}
ngOnChanges(changes: SimpleChanges) {
@@ -1359,10 +1359,15 @@
<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($event)" />
<fa-icon icon="camera"></fa-icon> Choose &amp; Crop
</label>
<div class="upload-box__btn-row">
<label class="upload-box__btn">
<input type="file" accept="image/*" hidden (change)="onPhotoSelected($event)" />
<fa-icon icon="camera"></fa-icon> Choose &amp; Crop
</label>
<button type="button" class="upload-box__btn upload-box__btn--secondary" (click)="captureWebcamPhoto()">
<fa-icon icon="video"></fa-icon> Use Webcam
</button>
</div>
@if (photoSigTouched) {
<span class="upload-box__error">Photograph is required</span>
}
@@ -1393,10 +1398,15 @@
<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($event)" />
<fa-icon icon="crop"></fa-icon> Choose &amp; Crop
</label>
<div class="upload-box__btn-row">
<label class="upload-box__btn">
<input type="file" accept="image/*" hidden (change)="onSignatureSelected($event)" />
<fa-icon icon="crop"></fa-icon> Choose &amp; Crop
</label>
<button type="button" class="upload-box__btn upload-box__btn--secondary" (click)="captureWebcamSignature()">
<fa-icon icon="video"></fa-icon> Use Webcam
</button>
</div>
@if (photoSigTouched) {
<span class="upload-box__error">Signature is required</span>
}
@@ -1057,9 +1057,17 @@
color: #94a3b8;
}
&__btn-row {
display: flex;
flex-wrap: wrap;
justify-content: center;
gap: 8px;
}
&__btn {
display: inline-flex;
align-items: center;
gap: 6px;
padding: 6px 16px;
background: #fff;
border: 1px solid #d0d5dd;
@@ -1074,6 +1082,10 @@
border-color: #1353a0;
color: #1353a0;
}
&--secondary {
background: #f8fafc;
}
}
&__status {
@@ -30,6 +30,8 @@ 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';
import { CaptureImageDialogComponent } from '../../clients-view/custom-dialogs/capture-image-dialog/capture-image-dialog.component';
import { dataUrlToFile } from 'app/shared/utils/data-url.util';
@Component({
selector: 'mifosx-client-kyc-step',
@@ -128,6 +130,31 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
markPhotoSigTouched(): void {
this.photoSigTouched = true;
}
/** Human-readable label for each `kycForm` control that can carry a `required` error —
* used to build a specific "why is Save & Next disabled" message instead of a generic one.
* Controls not listed here (e.g. purely pattern-validated ones like panNumber/gstinNumber)
* only block when the user has actually typed something invalid, which is covered separately. */
private static readonly REQUIRED_FIELD_LABELS: Record<string, string> = {
kycDocumentName: 'KYC Document Type',
kycDocumentNumber: 'KYC Document Number',
amlCheckStatus: 'AML Check Status',
bannedEntityMatch: 'Banned Entity List Match'
};
/** Names every currently-invalid `kycForm` control (required-but-empty, or an entered value
* that fails its pattern) in plain English — surfaced via the Save & Next tooltip so staff
* aren't left staring at a greyed-out button with no clue what's still missing. Whether or
* not photo/signature previews are filled has no bearing on this list (they aren't part of
* `kycForm` at all — see `photoSigComplete`). */
get invalidFieldLabels(): string[] {
if (!this.kycForm) {
return [];
}
return Object.keys(this.kycForm.controls)
.filter((key) => this.kycForm.get(key)?.invalid)
.map((key) => ClientKycStepComponent.REQUIRED_FIELD_LABELS[key] || key);
}
/** Fallback document types when template API is unavailable */
private defaultDocumentTypes = [
{ name: 'Aadhaar Card', code: 'AADHAAR' },
@@ -1366,6 +1393,25 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
if (!input.files?.length) return;
const file = input.files[0];
input.value = '';
await this.openPhotoCropDialog(file);
}
/** Webcam capture entry point for the profile photograph — feeds the captured frame
* through the same crop dialog + staging/upload path as the file-picker flow above,
* so behaviour (immediate upload in edit mode vs staged-until-submit in create mode)
* stays identical regardless of capture source. */
async captureWebcamPhoto(): Promise<void> {
const dialogRef = this.dialog.open(CaptureImageDialogComponent, {
data: { captureTarget: 'profile' }
});
dialogRef.afterClosed().subscribe(async (imageDataUrl: string) => {
if (!imageDataUrl) return;
const file = dataUrlToFile(imageDataUrl, 'webcam-photograph.jpg');
await this.openPhotoCropDialog(file);
});
}
private async openPhotoCropDialog(file: File): Promise<void> {
const { ImageCropDialogComponent } = await import('./image-crop-dialog/image-crop-dialog.component');
const dialogRef = this.dialog.open(ImageCropDialogComponent, {
width: '680px',
@@ -1391,6 +1437,24 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
if (!input.files?.length) return;
const file = input.files[0];
input.value = '';
await this.openSignatureCropDialog(file);
}
/** Webcam capture entry point for the specimen signature — photographs a paper
* signature, then reuses the same crop dialog + staging/upload path as the file-picker
* flow above (additive to the existing draw-pad / upload options, not a replacement). */
async captureWebcamSignature(): Promise<void> {
const dialogRef = this.dialog.open(CaptureImageDialogComponent, {
data: { captureTarget: 'signature' }
});
dialogRef.afterClosed().subscribe(async (imageDataUrl: string) => {
if (!imageDataUrl) return;
const file = dataUrlToFile(imageDataUrl, 'webcam-signature.jpg');
await this.openSignatureCropDialog(file);
});
}
private async openSignatureCropDialog(file: File): Promise<void> {
const { ImageCropDialogComponent } = await import('./image-crop-dialog/image-crop-dialog.component');
const dialogRef = this.dialog.open(ImageCropDialogComponent, {
width: '680px',