feat: add RBI circulars, CKYC, KYC, Superset analytics, passbook modules and UI updates
Add new feature modules (RBI feeds, CKYC, KYC tab, Form60, Superset analytics, passbook), update client family members, dashboard, login page, sidenav, images, translations, environment config, and fix RBI feeds API auth by using relative URLs. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Aditya
co-authored by
Claude Opus 4.6
Claude Opus 4.6
parent
07f701f654
commit
73aa69ee02
@@ -0,0 +1,621 @@
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<!--
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Copyright since 2025 Mifos Initiative
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This Source Code Form is subject to the terms of the Mozilla Public
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License, v. 2.0. If a copy of the MPL was not distributed with this
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file, You can obtain one at http://mozilla.org/MPL/2.0/.
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-->
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<div class="kyc-tab-container">
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<!-- Loading State -->
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@if (loading) {
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<div class="kyc-loading">
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<mat-progress-spinner mode="indeterminate" diameter="48"></mat-progress-spinner>
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<p>{{ 'labels.inputs.KYC Verification' | translate }}...</p>
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</div>
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}
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@if (!loading) {
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<!-- Header -->
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<div class="kyc-tab-header">
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<div class="kyc-tab-title">
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<h3>{{ 'labels.inputs.KYC Verification' | translate }}</h3>
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<span class="kyc-badge">KYC</span>
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@if (kycData?.kycStatusCode) {
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<span class="kyc-overall-status" [class]="'status-' + kycData.kycStatusCode.toLowerCase()">
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{{ kycData.kycStatusCode }}
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</span>
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}
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</div>
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<button mat-raised-button color="primary" (click)="toggleEditMode()" type="button">
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<fa-icon [icon]="isEditMode ? 'times' : 'edit'" class="m-r-10"></fa-icon>
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{{ isEditMode ? ('labels.buttons.Cancel' | translate) : ('labels.buttons.Edit' | translate) }}
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</button>
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</div>
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<!-- KYC Summary (read-only when not in edit mode) -->
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@if (!isEditMode && kycData) {
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<div class="kyc-summary-grid">
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<!-- PAN Card -->
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<mat-card class="kyc-card">
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<mat-card-content>
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<div class="kyc-card-header">
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<div class="kyc-card-label">
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<mat-icon class="kyc-card-icon">credit_card</mat-icon>
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<span>{{ 'labels.inputs.PAN Number' | translate }}</span>
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<span class="kyc-tag">KYC</span>
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</div>
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@if (kycData.panVerified) {
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<span class="status-chip verified">
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<mat-icon class="status-chip-icon">check_circle</mat-icon>
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{{ 'labels.inputs.Verified' | translate }}
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</span>
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} @else {
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<span class="status-chip not-verified">
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<mat-icon class="status-chip-icon">radio_button_unchecked</mat-icon>
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{{ 'labels.inputs.Not Verified' | translate }}
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</span>
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}
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</div>
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<p class="kyc-value">{{ kycData.panNumber || '—' }}</p>
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@if (kycData.panVerifiedOn) {
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<p class="kyc-meta">
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{{ 'labels.inputs.Last Verified On' | translate }}: {{ formatDate(kycData.panVerifiedOn) }}
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</p>
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}
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@if (verificationError.pan) {
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<div class="kyc-error-msg">
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<mat-icon class="kyc-error-icon">error_outline</mat-icon>
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<span>{{ verificationError.pan }}</span>
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</div>
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}
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@if (verificationStatus.pan === 'VERIFIED' && verificationDetails.pan?.name) {
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<p class="kyc-meta verification-detail-text">{{ verificationDetails.pan.name }}</p>
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}
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<button
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mat-stroked-button
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color="primary"
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class="re-verify-btn"
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type="button"
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[disabled]="verifying.pan || !kycData.panNumber"
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(click)="verifyPAN()"
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>
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@if (verifying.pan) {
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<mat-progress-spinner diameter="14" mode="indeterminate"></mat-progress-spinner>
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} @else {
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{{ 'labels.inputs.Re-Verify' | translate }}
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}
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</button>
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</mat-card-content>
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</mat-card>
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<!-- Aadhaar Card -->
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<mat-card class="kyc-card">
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<mat-card-content>
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<div class="kyc-card-header">
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<div class="kyc-card-label">
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<mat-icon class="kyc-card-icon">fingerprint</mat-icon>
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<span>{{ 'labels.inputs.Aadhaar Number' | translate }}</span>
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<span class="kyc-tag">KYC</span>
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</div>
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@if (kycData.aadhaarVerified) {
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<span class="status-chip verified">
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<mat-icon class="status-chip-icon">check_circle</mat-icon>
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{{ 'labels.inputs.Verified' | translate }}
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</span>
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} @else {
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<span class="status-chip not-verified">
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<mat-icon class="status-chip-icon">radio_button_unchecked</mat-icon>
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{{ 'labels.inputs.Not Verified' | translate }}
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</span>
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}
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</div>
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<p class="kyc-value">{{ kycData.aadhaarNumberMasked || '—' }}</p>
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@if (kycData.aadhaarVerifiedOn) {
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<p class="kyc-meta">
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{{ 'labels.inputs.Last Verified On' | translate }}: {{ formatDate(kycData.aadhaarVerifiedOn) }}
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</p>
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}
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@if (verificationError.aadhaar) {
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<div class="kyc-error-msg">
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<mat-icon class="kyc-error-icon">error_outline</mat-icon>
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<span>{{ verificationError.aadhaar }}</span>
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</div>
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}
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@if (verificationStatus.aadhaar === 'VERIFIED' && verificationDetails.aadhaar?.name) {
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<p class="kyc-meta verification-detail-text">{{ verificationDetails.aadhaar.name }}</p>
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}
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<!-- Step 1: Re-Verify button -->
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@if (!showAadhaarReVerify && !aadhaarOtpSent) {
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<button
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mat-stroked-button
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color="primary"
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class="re-verify-btn"
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type="button"
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[disabled]="verifying.aadhaar || !kycData.aadhaarNumberMasked"
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(click)="startAadhaarReVerify()"
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>
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{{ 'labels.inputs.Re-Verify' | translate }}
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</button>
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}
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<!-- Step 2: Enter full Aadhaar + Send OTP -->
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@if (showAadhaarReVerify && !aadhaarOtpSent) {
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<div class="otp-section">
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<div class="otp-inline">
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<mat-form-field appearance="outline" class="otp-field">
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<mat-label>{{ 'labels.inputs.Enter 12-digit Aadhaar' | translate }}</mat-label>
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<input
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matInput
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[(ngModel)]="aadhaarFullNumber"
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[ngModelOptions]="{ standalone: true }"
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maxlength="12"
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type="password"
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/>
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</mat-form-field>
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<button
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mat-raised-button
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color="accent"
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class="otp-verify-btn"
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type="button"
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[disabled]="!aadhaarFullNumber || aadhaarFullNumber.length !== 12 || verifying.aadhaar"
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(click)="sendAadhaarOtp()"
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>
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@if (verifying.aadhaar) {
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<mat-progress-spinner diameter="14" mode="indeterminate"></mat-progress-spinner>
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} @else {
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Send OTP
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}
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</button>
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</div>
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</div>
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}
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<!-- Step 3: Enter OTP + Verify -->
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@if (aadhaarOtpSent) {
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<div class="otp-section">
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<p class="otp-info">
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<mat-icon class="otp-info-icon">sms</mat-icon>
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OTP sent to Aadhaar-linked mobile
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</p>
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<div class="otp-inline">
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<mat-form-field appearance="outline" class="otp-field">
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<mat-label>Enter OTP</mat-label>
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<input
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matInput
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[(ngModel)]="aadhaarOtp"
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[ngModelOptions]="{ standalone: true }"
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maxlength="6"
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autocomplete="one-time-code"
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/>
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</mat-form-field>
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<button
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mat-raised-button
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color="accent"
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class="otp-verify-btn"
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type="button"
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[disabled]="!aadhaarOtp || aadhaarOtp.length < 4 || aadhaarOtpVerifying"
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(click)="verifyAadhaarOtp()"
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>
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@if (aadhaarOtpVerifying) {
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<mat-progress-spinner diameter="14" mode="indeterminate"></mat-progress-spinner>
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} @else {
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Verify OTP
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}
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</button>
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<button
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mat-stroked-button
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type="button"
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class="otp-resend-btn"
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[disabled]="verifying.aadhaar"
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(click)="sendAadhaarOtp()"
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>
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Resend
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</button>
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</div>
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</div>
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}
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</mat-card-content>
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</mat-card>
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<!-- GSTIN Card -->
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<mat-card class="kyc-card">
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<mat-card-content>
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<div class="kyc-card-header">
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<div class="kyc-card-label">
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<mat-icon class="kyc-card-icon">business</mat-icon>
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<span>{{ 'labels.inputs.GSTIN Number' | translate }}</span>
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<span class="kyc-tag">KYC</span>
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</div>
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@if (kycData.gstinVerified) {
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<span class="status-chip verified">
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<mat-icon class="status-chip-icon">check_circle</mat-icon>
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{{ 'labels.inputs.Verified' | translate }}
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</span>
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} @else {
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<span class="status-chip not-verified">
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<mat-icon class="status-chip-icon">radio_button_unchecked</mat-icon>
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{{ 'labels.inputs.Not Verified' | translate }}
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</span>
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}
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</div>
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<p class="kyc-value">{{ kycData.gstinNumber || '—' }}</p>
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@if (kycData.gstinVerifiedOn) {
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<p class="kyc-meta">
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{{ 'labels.inputs.Last Verified On' | translate }}: {{ formatDate(kycData.gstinVerifiedOn) }}
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</p>
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}
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@if (verificationError.gstin) {
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<div class="kyc-error-msg">
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<mat-icon class="kyc-error-icon">error_outline</mat-icon>
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<span>{{ verificationError.gstin }}</span>
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</div>
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}
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@if (verificationStatus.gstin === 'VERIFIED' && verificationDetails.gstin?.businessName) {
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<p class="kyc-meta verification-detail-text">{{ verificationDetails.gstin.businessName }}</p>
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}
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<button
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mat-stroked-button
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color="primary"
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class="re-verify-btn"
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type="button"
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[disabled]="verifying.gstin || !kycData.gstinNumber"
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(click)="verifyGSTIN()"
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>
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@if (verifying.gstin) {
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<mat-progress-spinner diameter="14" mode="indeterminate"></mat-progress-spinner>
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} @else {
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{{ 'labels.inputs.Re-Verify' | translate }}
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}
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</button>
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</mat-card-content>
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</mat-card>
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</div>
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<!-- Additional Info -->
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<mat-card class="kyc-info-card">
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<mat-card-content>
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<div class="kyc-info-grid">
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<div class="kyc-info-item">
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<span class="kyc-info-label">{{ 'labels.inputs.KYC Type' | translate }}</span>
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<span class="kyc-info-value">{{
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kycData.kycType === 1 ? 'Individual' : kycData.kycType === 2 ? 'Non-Individual' : '—'
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}}</span>
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</div>
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<div class="kyc-info-item">
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<span class="kyc-info-label">{{ 'labels.inputs.Risk Category' | translate }}</span>
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<span class="kyc-info-value">{{
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kycData.riskCategory === 1
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? 'Low'
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: kycData.riskCategory === 2
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? 'Medium'
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: kycData.riskCategory === 3
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? 'High'
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: '—'
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}}</span>
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</div>
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<div class="kyc-info-item">
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<span class="kyc-info-label">{{ 'labels.inputs.Initiated On' | translate }}</span>
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<span class="kyc-info-value">{{ kycData.initiatedOn || '—' }}</span>
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</div>
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<div class="kyc-info-item">
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<span class="kyc-info-label">{{ 'labels.inputs.Last Verified On' | translate }}</span>
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<span class="kyc-info-value">{{ formatDate(kycData.verifiedOn) }}</span>
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</div>
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<div class="kyc-info-item">
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<span class="kyc-info-label">{{ 'labels.inputs.Expiry Date' | translate }}</span>
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<span class="kyc-info-value">{{ kycData.expiryDate || '—' }}</span>
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</div>
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@if (kycData.remarks) {
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<div class="kyc-info-item full-span">
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<span class="kyc-info-label">{{ 'labels.inputs.Remarks' | translate }}</span>
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<span class="kyc-info-value">{{ kycData.remarks }}</span>
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</div>
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}
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</div>
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</mat-card-content>
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</mat-card>
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}
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<!-- No KYC Data State -->
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@if (!isEditMode && !kycData) {
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<div class="kyc-empty">
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<mat-icon class="kyc-empty-icon">verified_user</mat-icon>
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<p>{{ 'labels.inputs.KYC Verification' | translate }} not initiated yet.</p>
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<button mat-raised-button color="primary" (click)="toggleEditMode()" type="button">
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{{ 'labels.inputs.KYC verification initiated' | translate }}
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</button>
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</div>
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}
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<!-- Edit Form -->
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@if (isEditMode) {
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<mat-card class="kyc-edit-card">
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<mat-card-content>
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<form [formGroup]="kycForm" (ngSubmit)="saveKyc()">
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<div class="kyc-edit-grid">
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<!-- PAN -->
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<div class="kyc-edit-field">
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<div class="kyc-field-label-row">
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<span class="kyc-field-title">{{ 'labels.inputs.PAN Number' | translate }}</span>
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<span class="kyc-tag">KYC</span>
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</div>
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<div class="kyc-input-row">
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<mat-form-field appearance="outline" class="kyc-input">
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<mat-label>{{ 'labels.inputs.PAN Number' | translate }}</mat-label>
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<input
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matInput
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formControlName="panNumber"
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maxlength="10"
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style="text-transform: uppercase"
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(input)="
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kycForm
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.get('panNumber')
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?.setValue($any($event.target).value.toUpperCase(), { emitEvent: false })
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"
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/>
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@if (kycForm.get('panNumber')?.hasError('pattern') && kycForm.get('panNumber')?.touched) {
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<mat-error>{{ 'labels.inputs.Enter 10-character PAN' | translate }}</mat-error>
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}
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@if (verificationStatus.pan === 'VERIFIED') {
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<mat-icon matSuffix class="status-icon verified">check_circle</mat-icon>
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}
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@if (verificationStatus.pan === 'FAILED') {
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<mat-icon matSuffix class="status-icon failed">cancel</mat-icon>
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}
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</mat-form-field>
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<button
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mat-raised-button
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color="accent"
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type="button"
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class="verify-btn"
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[disabled]="
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!kycId || !kycForm.get('panNumber')?.value || kycForm.get('panNumber')?.invalid || verifying.pan
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"
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(click)="verifyPAN()"
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[matTooltip]="!kycId ? 'Save KYC details first' : ''"
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>
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@if (verifying.pan) {
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<mat-progress-spinner diameter="16" mode="indeterminate"></mat-progress-spinner>
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} @else {
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{{ 'labels.inputs.Verify' | translate }}
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}
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</button>
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</div>
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@if (verificationError.pan) {
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<div class="kyc-error-msg">
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<mat-icon class="kyc-error-icon">error_outline</mat-icon>
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<span>{{ verificationError.pan }}</span>
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</div>
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}
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@if (verificationStatus.pan === 'VERIFIED' && verificationDetails.pan?.name) {
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<span class="verification-detail-text">{{ verificationDetails.pan.name }}</span>
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}
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</div>
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<!-- Aadhaar -->
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<div class="kyc-edit-field">
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<div class="kyc-field-label-row">
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<span class="kyc-field-title">{{ 'labels.inputs.Aadhaar Number' | translate }}</span>
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<span class="kyc-tag">KYC</span>
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</div>
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<div class="kyc-input-row">
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<mat-form-field appearance="outline" class="kyc-input">
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<mat-label>{{ 'labels.inputs.Aadhaar Number' | translate }}</mat-label>
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<input
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matInput
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formControlName="aadhaarNumber"
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maxlength="12"
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type="password"
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[readonly]="aadhaarOtpSent"
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/>
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@if (kycForm.get('aadhaarNumber')?.hasError('pattern') && kycForm.get('aadhaarNumber')?.touched) {
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<mat-error>{{ 'labels.inputs.Enter 12-digit Aadhaar' | translate }}</mat-error>
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}
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@if (verificationStatus.aadhaar === 'VERIFIED') {
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<mat-icon matSuffix class="status-icon verified">check_circle</mat-icon>
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}
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@if (verificationStatus.aadhaar === 'FAILED') {
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<mat-icon matSuffix class="status-icon failed">cancel</mat-icon>
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}
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</mat-form-field>
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||||
@if (!aadhaarOtpSent) {
|
||||
<button
|
||||
mat-raised-button
|
||||
color="accent"
|
||||
type="button"
|
||||
class="verify-btn"
|
||||
[disabled]="
|
||||
!kycId ||
|
||||
!kycForm.get('aadhaarNumber')?.value ||
|
||||
kycForm.get('aadhaarNumber')?.invalid ||
|
||||
verifying.aadhaar
|
||||
"
|
||||
(click)="sendAadhaarOtp()"
|
||||
[matTooltip]="!kycId ? 'Save KYC details first' : ''"
|
||||
>
|
||||
@if (verifying.aadhaar) {
|
||||
<mat-progress-spinner diameter="16" mode="indeterminate"></mat-progress-spinner>
|
||||
} @else {
|
||||
Send OTP
|
||||
}
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- OTP Section in Edit Mode -->
|
||||
@if (aadhaarOtpSent) {
|
||||
<div class="otp-section">
|
||||
<p class="otp-info">
|
||||
<mat-icon class="otp-info-icon">sms</mat-icon>
|
||||
OTP sent to Aadhaar-linked mobile
|
||||
</p>
|
||||
<div class="otp-inline">
|
||||
<mat-form-field appearance="outline" class="otp-field">
|
||||
<mat-label>Enter OTP</mat-label>
|
||||
<input
|
||||
matInput
|
||||
[(ngModel)]="aadhaarOtp"
|
||||
[ngModelOptions]="{ standalone: true }"
|
||||
maxlength="6"
|
||||
autocomplete="one-time-code"
|
||||
/>
|
||||
</mat-form-field>
|
||||
<button
|
||||
mat-raised-button
|
||||
color="accent"
|
||||
class="otp-verify-btn"
|
||||
type="button"
|
||||
[disabled]="!aadhaarOtp || aadhaarOtp.length < 4 || aadhaarOtpVerifying"
|
||||
(click)="verifyAadhaarOtp()"
|
||||
>
|
||||
@if (aadhaarOtpVerifying) {
|
||||
<mat-progress-spinner diameter="14" mode="indeterminate"></mat-progress-spinner>
|
||||
} @else {
|
||||
Verify OTP
|
||||
}
|
||||
</button>
|
||||
<button
|
||||
mat-stroked-button
|
||||
type="button"
|
||||
class="otp-resend-btn"
|
||||
[disabled]="verifying.aadhaar"
|
||||
(click)="sendAadhaarOtp()"
|
||||
>
|
||||
Resend
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (verificationError.aadhaar) {
|
||||
<div class="kyc-error-msg">
|
||||
<mat-icon class="kyc-error-icon">error_outline</mat-icon>
|
||||
<span>{{ verificationError.aadhaar }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- GSTIN -->
|
||||
<div class="kyc-edit-field">
|
||||
<div class="kyc-field-label-row">
|
||||
<span class="kyc-field-title">{{ 'labels.inputs.GSTIN Number' | translate }}</span>
|
||||
<span class="kyc-tag">KYC</span>
|
||||
</div>
|
||||
<div class="kyc-input-row">
|
||||
<mat-form-field appearance="outline" class="kyc-input">
|
||||
<mat-label>{{ 'labels.inputs.GSTIN Number' | translate }}</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="gstinNumber"
|
||||
maxlength="15"
|
||||
style="text-transform: uppercase"
|
||||
(input)="
|
||||
kycForm
|
||||
.get('gstinNumber')
|
||||
?.setValue($any($event.target).value.toUpperCase(), { emitEvent: false })
|
||||
"
|
||||
/>
|
||||
@if (kycForm.get('gstinNumber')?.hasError('pattern') && kycForm.get('gstinNumber')?.touched) {
|
||||
<mat-error>{{ 'labels.inputs.Enter 15-character GSTIN' | translate }}</mat-error>
|
||||
}
|
||||
@if (verificationStatus.gstin === 'VERIFIED') {
|
||||
<mat-icon matSuffix class="status-icon verified">check_circle</mat-icon>
|
||||
}
|
||||
@if (verificationStatus.gstin === 'FAILED') {
|
||||
<mat-icon matSuffix class="status-icon failed">cancel</mat-icon>
|
||||
}
|
||||
</mat-form-field>
|
||||
<button
|
||||
mat-raised-button
|
||||
color="accent"
|
||||
type="button"
|
||||
class="verify-btn"
|
||||
[disabled]="
|
||||
!kycId ||
|
||||
!kycForm.get('gstinNumber')?.value ||
|
||||
kycForm.get('gstinNumber')?.invalid ||
|
||||
verifying.gstin
|
||||
"
|
||||
(click)="verifyGSTIN()"
|
||||
[matTooltip]="!kycId ? 'Save KYC details first' : ''"
|
||||
>
|
||||
@if (verifying.gstin) {
|
||||
<mat-progress-spinner diameter="16" mode="indeterminate"></mat-progress-spinner>
|
||||
} @else {
|
||||
{{ 'labels.inputs.Verify' | translate }}
|
||||
}
|
||||
</button>
|
||||
</div>
|
||||
@if (verificationError.gstin) {
|
||||
<div class="kyc-error-msg">
|
||||
<mat-icon class="kyc-error-icon">error_outline</mat-icon>
|
||||
<span>{{ verificationError.gstin }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (verificationStatus.gstin === 'VERIFIED' && verificationDetails.gstin?.businessName) {
|
||||
<span class="verification-detail-text">{{ verificationDetails.gstin.businessName }}</span>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- KYC Type -->
|
||||
@if (!kycId) {
|
||||
<mat-form-field appearance="outline">
|
||||
<mat-label>{{ 'labels.inputs.KYC Type' | translate }}</mat-label>
|
||||
<mat-select formControlName="kycType">
|
||||
<mat-option [value]="1">Individual</mat-option>
|
||||
<mat-option [value]="2">Non-Individual</mat-option>
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
<!-- Risk Category -->
|
||||
<mat-form-field appearance="outline">
|
||||
<mat-label>{{ 'labels.inputs.Risk Category' | translate }}</mat-label>
|
||||
<mat-select formControlName="riskCategory">
|
||||
<mat-option [value]="1">Low</mat-option>
|
||||
<mat-option [value]="2">Medium</mat-option>
|
||||
<mat-option [value]="3">High</mat-option>
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
|
||||
<!-- Remarks -->
|
||||
<mat-form-field appearance="outline" class="full-span">
|
||||
<mat-label>{{ 'labels.inputs.Remarks' | translate }}</mat-label>
|
||||
<textarea matInput formControlName="remarks" rows="3"></textarea>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
@if (errorMessage) {
|
||||
<div class="kyc-error-msg">
|
||||
<mat-icon class="kyc-error-icon">error_outline</mat-icon>
|
||||
<span>{{ errorMessage }}</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!kycId) {
|
||||
<div class="kyc-info-hint">
|
||||
<mat-icon class="kyc-info-hint-icon">info</mat-icon>
|
||||
<span>Save KYC details first to enable verification buttons.</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="kyc-form-actions">
|
||||
<button mat-raised-button type="submit" color="primary" [disabled]="kycForm.invalid || saving">
|
||||
@if (saving) {
|
||||
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
||||
} @else {
|
||||
{{ 'labels.buttons.Submit' | translate }}
|
||||
}
|
||||
</button>
|
||||
<button mat-stroked-button type="button" (click)="toggleEditMode()">
|
||||
{{ 'labels.buttons.Cancel' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</mat-card-content>
|
||||
</mat-card>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
Reference in New Issue
Block a user