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 +1,426 @@
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/**
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* Copyright since 2025 Mifos Initiative
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*
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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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/** Angular Imports */
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import { Component, OnInit, OnDestroy, inject } from '@angular/core';
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import { ActivatedRoute } from '@angular/router';
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import { UntypedFormBuilder, UntypedFormGroup, Validators, FormsModule } from '@angular/forms';
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import { catchError, of, Subject, takeUntil } from 'rxjs';
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/** Custom Services */
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import { ClientsService } from '../../clients.service';
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import { Dates } from 'app/core/utils/dates';
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import { MatIcon } from '@angular/material/icon';
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import { MatTooltip } from '@angular/material/tooltip';
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import { MatProgressSpinner } from '@angular/material/progress-spinner';
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import { FaIconComponent } from '@fortawesome/angular-fontawesome';
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import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
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/**
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* KYC Tab Component.
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* Displays and manages KYC (Know Your Customer) details for an existing client.
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* API: GET/POST /clients/{clientId}/kyc
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*/
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@Component({
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selector: 'mifosx-kyc-tab',
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templateUrl: './kyc-tab.component.html',
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styleUrls: ['./kyc-tab.component.scss'],
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standalone: true,
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imports: [
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...STANDALONE_SHARED_IMPORTS,
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FormsModule,
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MatIcon,
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MatProgressSpinner,
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MatTooltip,
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FaIconComponent
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]
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})
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export class KycTabComponent implements OnInit, OnDestroy {
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private route = inject(ActivatedRoute);
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private clientsService = inject(ClientsService);
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private formBuilder = inject(UntypedFormBuilder);
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private dateUtils = inject(Dates);
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private destroy$ = new Subject<void>();
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clientId: string;
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kycId: string | null = null;
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kycData: any = null;
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clientDateOfBirth: string | null = null;
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loading = true;
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saving = false;
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isEditMode = false;
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errorMessage: string | null = null;
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verifying: { pan: boolean; aadhaar: boolean; gstin: boolean } = {
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pan: false,
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aadhaar: false,
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gstin: false
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};
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/** Verification status tracking for re-verify */
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verificationStatus: { pan: string | null; aadhaar: string | null; gstin: string | null } = {
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pan: null,
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aadhaar: null,
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gstin: null
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};
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verificationError: { pan: string | null; aadhaar: string | null; gstin: string | null } = {
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pan: null,
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aadhaar: null,
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gstin: null
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};
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verificationDetails: { pan: any; aadhaar: any; gstin: any } = {
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pan: null,
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aadhaar: null,
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gstin: null
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};
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/** Aadhaar OTP flow state */
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aadhaarOtpSent = false;
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aadhaarOtpReferenceId: string | null = null;
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aadhaarOtp = '';
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aadhaarOtpVerifying = false;
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showAadhaarReVerify = false;
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aadhaarFullNumber = '';
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kycForm: UntypedFormGroup = this.formBuilder.group({
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kycType: [
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1,
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[Validators.required]
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],
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riskCategory: [
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1,
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[Validators.required]
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],
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panNumber: [
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'',
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[Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)]
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],
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aadhaarNumber: [
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'',
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[Validators.pattern(/^\d{12}$/)]
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],
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gstinNumber: [
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'',
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[Validators.pattern(/^[0-9]{2}[A-Z]{5}[0-9]{4}[A-Z]{1}[1-9A-Z]{1}Z[0-9A-Z]{1}$/)]
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],
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remarks: ['']
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});
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ngOnInit(): void {
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this.route.parent.params.subscribe((params: any) => {
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this.clientId = params['clientId'];
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this.loadKycData();
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this.loadClientDateOfBirth();
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});
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}
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loadKycData(): void {
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this.loading = true;
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this.errorMessage = null;
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this.clientsService
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.getClientKyc(this.clientId)
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.pipe(
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catchError(() => {
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this.loading = false;
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return of(null);
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})
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)
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.subscribe((data: any) => {
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this.loading = false;
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this.kycData = data;
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if (data) {
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this.kycId = data.id?.toString() || null;
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this.kycForm.patchValue({
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kycType: data.kycType || 1,
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riskCategory: data.riskCategory || 1,
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panNumber: data.panNumber || '',
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aadhaarNumber: data.aadhaarNumberMasked || '',
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gstinNumber: data.gstinNumber || '',
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remarks: data.remarks || ''
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});
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}
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});
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}
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/** Load client's date of birth from parent route resolved data */
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loadClientDateOfBirth(): void {
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this.route.parent.data.subscribe((data: any) => {
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if (data?.clientViewData?.dateOfBirth) {
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const dob = data.clientViewData.dateOfBirth;
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if (Array.isArray(dob) && dob.length >= 3) {
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this.clientDateOfBirth = `${dob[0]}-${String(dob[1]).padStart(2, '0')}-${String(dob[2]).padStart(2, '0')}`;
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} else if (typeof dob === 'string') {
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this.clientDateOfBirth = dob;
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}
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}
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});
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}
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toggleEditMode(): void {
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this.isEditMode = !this.isEditMode;
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this.resetOtpState();
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}
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saveKyc(): void {
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if (this.kycForm.invalid) {
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return;
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}
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this.saving = true;
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this.errorMessage = null;
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const aadhaarRaw = this.kycForm.value.aadhaarNumber || '';
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const aadhaarMasked = aadhaarRaw.length === 12 ? 'XXXXXXXX' + aadhaarRaw.slice(-4) : aadhaarRaw || null;
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const payload: any = {
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locale: 'en',
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panNumber: this.kycForm.value.panNumber || null,
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aadhaarNumberMasked: aadhaarMasked,
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gstinNumber: this.kycForm.value.gstinNumber || null,
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remarks: this.kycForm.value.remarks || null
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};
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if (!this.kycId) {
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payload.kycType = this.kycForm.value.kycType || 1;
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payload.riskCategory = this.kycForm.value.riskCategory || 1;
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} else {
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payload.riskCategory = this.kycForm.value.riskCategory || 1;
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}
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const save$ = this.kycId
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? this.clientsService.updateClientKyc(this.clientId, this.kycId, payload)
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: this.clientsService.saveClientKyc(this.clientId, payload);
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save$.subscribe({
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next: (response: any) => {
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this.saving = false;
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this.isEditMode = false;
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if (!this.kycId && response?.resourceId) {
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this.kycId = response.resourceId.toString();
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}
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this.loadKycData();
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},
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error: (err: any) => {
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this.saving = false;
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this.errorMessage =
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err?.error?.developerMessage ||
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err?.error?.defaultUserMessage ||
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err?.message ||
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'Failed to save KYC details.';
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}
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});
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}
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verifyPAN(): void {
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if (!this.kycId) {
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this.verificationError.pan = 'KYC record not found. Save KYC details first.';
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return;
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}
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this.verifying.pan = true;
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this.verificationStatus.pan = 'PENDING';
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this.verificationError.pan = null;
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this.verificationDetails.pan = null;
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this.clientsService
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.verifyPAN(this.clientId, this.kycId)
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.pipe(takeUntil(this.destroy$))
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.subscribe({
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next: (response: any) => {
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this.verifying.pan = false;
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if (response?.changes?.panVerified) {
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this.verificationStatus.pan = 'VERIFIED';
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this.verificationDetails.pan = response.changes;
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this.loadKycData();
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} else {
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this.verificationStatus.pan = 'FAILED';
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this.verificationError.pan = 'PAN verification failed.';
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}
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},
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error: (err: any) => {
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this.verifying.pan = false;
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this.verificationStatus.pan = 'FAILED';
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this.verificationError.pan =
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err?.error?.developerMessage ||
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err?.error?.defaultUserMessage ||
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err?.message ||
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'PAN verification failed. Please try again.';
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}
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});
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}
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/** Show Aadhaar input in summary view for re-verification */
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startAadhaarReVerify(): void {
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this.showAadhaarReVerify = true;
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this.aadhaarFullNumber = '';
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this.verificationError.aadhaar = null;
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}
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/** Step 1: Send OTP to Aadhaar-linked mobile */
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sendAadhaarOtp(): void {
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const aadhaar = this.isEditMode ? this.kycForm?.get('aadhaarNumber')?.value : this.aadhaarFullNumber;
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if (!aadhaar || aadhaar.length !== 12) {
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this.verificationError.aadhaar = 'Please enter the full 12-digit Aadhaar number to generate OTP.';
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return;
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}
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if (!this.kycId) {
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this.verificationError.aadhaar = 'KYC record not found. Save KYC details first.';
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return;
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}
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this.verifying.aadhaar = true;
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this.verificationStatus.aadhaar = 'PENDING';
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this.verificationError.aadhaar = null;
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this.aadhaarOtpSent = false;
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this.aadhaarOtp = '';
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this.clientsService
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.sendAadhaarOtp(this.clientId, this.kycId, aadhaar)
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.pipe(takeUntil(this.destroy$))
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.subscribe({
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next: (response: any) => {
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this.verifying.aadhaar = false;
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const refNumber =
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response?.changes?.aadhaarRefNumber ||
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response?.aadhaarRefNumber ||
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response?.changes?.referenceNumber ||
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response?.resourceId;
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this.aadhaarOtpSent = true;
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this.aadhaarOtpReferenceId = refNumber || null;
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this.verificationStatus.aadhaar = 'PENDING';
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},
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error: (err: any) => {
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this.verifying.aadhaar = false;
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this.verificationStatus.aadhaar = 'FAILED';
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this.verificationError.aadhaar =
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err?.error?.developerMessage ||
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err?.error?.defaultUserMessage ||
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err?.message ||
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'Failed to send OTP. Please try again.';
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}
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});
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}
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/** Step 2: Verify OTP entered by user */
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verifyAadhaarOtp(): void {
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if (!this.kycId || !this.aadhaarOtp || this.aadhaarOtp.length < 4) {
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return;
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}
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this.aadhaarOtpVerifying = true;
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this.verificationError.aadhaar = null;
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this.clientsService
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.verifyAadhaarOtp(this.clientId, this.kycId, this.aadhaarOtp, this.aadhaarOtpReferenceId || '')
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.pipe(takeUntil(this.destroy$))
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.subscribe({
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next: (response: any) => {
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this.aadhaarOtpVerifying = false;
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if (response?.changes?.aadhaarVerified) {
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this.verificationStatus.aadhaar = 'VERIFIED';
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this.verificationDetails.aadhaar = response.changes;
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this.resetOtpState();
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this.loadKycData();
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} else {
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this.verificationStatus.aadhaar = 'FAILED';
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this.verificationError.aadhaar = 'OTP verification failed.';
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this.resetOtpState();
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}
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},
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error: (err: any) => {
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this.aadhaarOtpVerifying = false;
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this.verificationStatus.aadhaar = 'FAILED';
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this.verificationError.aadhaar =
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err?.error?.developerMessage ||
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err?.error?.defaultUserMessage ||
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err?.message ||
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'OTP verification failed. Please try again.';
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this.resetOtpState();
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}
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});
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}
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verifyGSTIN(): void {
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if (!this.kycId) {
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this.verificationError.gstin = 'KYC record not found. Save KYC details first.';
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return;
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}
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this.verifying.gstin = true;
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this.verificationStatus.gstin = 'PENDING';
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this.verificationError.gstin = null;
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this.verificationDetails.gstin = null;
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this.clientsService
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.verifyGSTIN(this.clientId, this.kycId)
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.pipe(takeUntil(this.destroy$))
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.subscribe({
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next: (response: any) => {
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this.verifying.gstin = false;
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if (response?.changes?.gstinVerified) {
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this.verificationStatus.gstin = 'VERIFIED';
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this.verificationDetails.gstin = response.changes;
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this.loadKycData();
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} else {
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this.verificationStatus.gstin = 'FAILED';
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this.verificationError.gstin = 'GSTIN verification failed.';
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}
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},
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error: (err: any) => {
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this.verifying.gstin = false;
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this.verificationStatus.gstin = 'FAILED';
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this.verificationError.gstin =
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err?.error?.developerMessage ||
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err?.error?.defaultUserMessage ||
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err?.message ||
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'GSTIN verification failed. Please try again.';
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}
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});
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}
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formatDate(date: any): string {
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if (!date) return '—';
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let year: number, month: number, day: number;
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if (Array.isArray(date) && date.length >= 3) {
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[
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year,
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month,
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day
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] = date;
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} else {
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return date;
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}
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const months = [
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'January',
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'February',
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'March',
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'April',
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'May',
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'June',
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'July',
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'August',
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'September',
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'October',
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'November',
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'December'
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];
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return `${day} ${months[month - 1]} ${year}`;
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}
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private resetOtpState(): void {
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this.aadhaarOtpSent = false;
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this.aadhaarOtp = '';
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this.aadhaarOtpReferenceId = null;
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this.aadhaarOtpVerifying = false;
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this.showAadhaarReVerify = false;
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this.aadhaarFullNumber = '';
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}
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ngOnDestroy(): void {
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this.destroy$.next();
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this.destroy$.complete();
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}
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}
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Block a user