feat: complete UI redesign — client creation tabs, footer, home page, CIF & occupation fields
- Client creation: replaced vertical stepper with 3-tab layout (General, KYC & Nominee, Preview) - All form fields redesigned with appearance="outline" and section grouping - Preview tab with profile card, info tables, KYC details, family members - Footer redesigned: security bar, LincShield certifications, regulatory & legal, quick navigation, support & contact, LincPay branding - Home page redesigned: welcome banner, quick action cards, info row - Client view header redesigned: ID chips row (Account No, CIF Number, External Id), 4-column details grid - Added CIF Number column to clients list table - Added CIF Number display to client view sidebar and personal data tab - Added occupationCategoryId and occupationId dropdowns to client creation form - Added occupation fields to client view sidebar, personal data tab, and preview - Added 51+ missing translation keys to en-US.json - Toolbar: added Last login chip - Registered faUserPlus icon Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Aditya
co-authored by
Claude Opus 4.6
Claude Opus 4.6
parent
b3a4cce0cf
commit
7b1f2e8ad7
+287
-302
@@ -7,230 +7,228 @@
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-->
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<form [formGroup]="createClientForm">
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<div class="layout-row-wrap gap-2px responsive-column">
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<mat-form-field class="flex-fill flex-23">
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<mat-label>{{ 'labels.inputs.Office' | translate }}</mat-label>
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<mat-select required formControlName="officeId">
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@for (office of officeOptions; track office) {
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<mat-option [value]="office.id">
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{{ office.name }}
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</mat-option>
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}
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</mat-select>
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@if (createClientForm.controls.officeId.hasError('required')) {
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<mat-error>
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{{ 'labels.inputs.Office' | translate }} {{ 'labels.commons.is' | translate }}
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<strong>{{ 'labels.commons.required' | translate }}</strong>
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</mat-error>
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}
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</mat-form-field>
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<mat-form-field class="flex-fill flex-23">
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<mat-label>{{ 'labels.inputs.Legal Form' | translate }}</mat-label>
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<mat-select required formControlName="legalFormId">
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@for (legalForm of legalFormOptions; track legalForm) {
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<mat-option [value]="legalForm.id">
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{{ legalForm.value | translateKey: 'inputs' }}
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</mat-option>
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}
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</mat-select>
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</mat-form-field>
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<mat-form-field class="flex-fill flex-23">
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<mat-label>{{ 'labels.inputs.External Id' | translate }}</mat-label>
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<input matInput formControlName="externalId" />
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@if (!externalNationalIdService.isLoading && externalNationalIdService.statusMessageKey) {
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<mat-hint>
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<span
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class="external-id-status"
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[ngClass]="{
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success: externalNationalIdService.statusMessageKey === 'External ID verified successfully',
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error: externalNationalIdService.statusMessageKey !== 'External ID verified successfully'
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}"
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>
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{{ 'labels.inputs.' + externalNationalIdService.statusMessageKey | translate }}
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</span>
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</mat-hint>
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}
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</mat-form-field>
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@if (createClientForm.get('fullname')) {
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<mat-form-field class="flex-48">
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<mat-label>
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{{ 'labels.inputs.' + getDateLabel(createClientForm.value.legalFormId, ['Name', 'Entity Name']) | translate }}
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</mat-label>
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<input matInput required formControlName="fullname" />
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@if (createClientForm.controls.fullname.hasError('required')) {
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<!-- Section: Basic Information -->
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<div class="section-block">
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<h4 class="section-title">
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<fa-icon icon="briefcase" class="section-icon"></fa-icon>
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{{ 'labels.inputs.Basic Information' | translate }}
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</h4>
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<div class="form-grid">
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<mat-form-field appearance="outline" class="form-field">
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<mat-label>{{ 'labels.inputs.Office' | translate }}</mat-label>
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<mat-select required formControlName="officeId">
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@for (office of officeOptions; track office) {
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<mat-option [value]="office.id">{{ office.name }}</mat-option>
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}
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</mat-select>
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@if (createClientForm.controls.officeId.hasError('required')) {
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<mat-error>
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{{ 'labels.inputs.Client name' | translate }} {{ 'labels.commons.is' | translate }}
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{{ 'labels.inputs.Office' | translate }} {{ 'labels.commons.is' | translate }}
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<strong>{{ 'labels.commons.required' | translate }}</strong>
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</mat-error>
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}
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@if (createClientForm.controls.fullname.hasError('pattern')) {
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<mat-error>
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{{ 'labels.inputs.Client name' | translate }} <strong>{{ 'labels.inputs.cannot' | translate }}</strong>
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{{ 'labels.commons.begin with a special character or number' | translate }}
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</mat-error>
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</mat-form-field>
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<mat-form-field appearance="outline" class="form-field">
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<mat-label>{{ 'labels.inputs.Legal Form' | translate }}</mat-label>
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<mat-select required formControlName="legalFormId">
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@for (legalForm of legalFormOptions; track legalForm) {
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<mat-option [value]="legalForm.id">{{ legalForm.value | translateKey: 'inputs' }}</mat-option>
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}
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</mat-select>
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</mat-form-field>
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<mat-form-field appearance="outline" class="form-field">
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<mat-label>{{ 'labels.inputs.External Id' | translate }}</mat-label>
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<input matInput formControlName="externalId" />
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@if (!externalNationalIdService.isLoading && externalNationalIdService.statusMessageKey) {
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<mat-hint>
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<span class="external-id-status"
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[ngClass]="{
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success: externalNationalIdService.statusMessageKey === 'External ID verified successfully',
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error: externalNationalIdService.statusMessageKey !== 'External ID verified successfully'
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}">
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{{ 'labels.inputs.' + externalNationalIdService.statusMessageKey | translate }}
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</span>
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</mat-hint>
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}
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</mat-form-field>
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}
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@if (createClientForm.get('firstname') || createClientForm.get('middlename') || createClientForm.get('lastname')) {
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<div class="name-fields-row">
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@if (createClientForm.get('firstname')) {
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<mat-form-field class="name-field first-name">
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<mat-label>{{ 'labels.inputs.First Name' | translate }}</mat-label>
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<input matInput required formControlName="firstname" />
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@if (createClientForm.controls.firstname.hasError('required')) {
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<mat-error>
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{{ 'labels.inputs.Client first name' | translate }} {{ 'labels.commons.is' | translate }}
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<strong>{{ 'labels.commons.required' | translate }}</strong>
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</mat-error>
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}
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@if (createClientForm.controls.firstname.hasError('pattern')) {
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<mat-error>
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{{ 'labels.inputs.Client first name' | translate }}
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<strong>{{ 'labels.inputs.cannot' | translate }}</strong>
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{{ 'labels.commons.begin with a special character or number' | translate }}
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</mat-error>
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}
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</mat-form-field>
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}
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@if (createClientForm.get('middlename')) {
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<mat-form-field class="name-field middle-name">
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<mat-label>{{ 'labels.inputs.Middle Name' | translate }}</mat-label>
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<input matInput formControlName="middlename" />
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@if (createClientForm.controls.middlename.hasError('pattern')) {
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<mat-error>
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{{ 'labels.inputs.Client middle name' | translate }}
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<strong>{{ 'labels.inputs.cannot' | translate }}</strong>
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{{ 'labels.commons.begin with a special character or number' | translate }}
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</mat-error>
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}
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</mat-form-field>
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}
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@if (createClientForm.get('lastname')) {
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<mat-form-field class="name-field last-name">
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<mat-label>{{ 'labels.inputs.Last Name' | translate }}</mat-label>
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<input matInput required formControlName="lastname" />
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@if (createClientForm.controls.lastname.hasError('required')) {
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<mat-error>
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{{ 'labels.inputs.Client last name' | translate }} {{ 'labels.commons.is' | translate }}
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<strong>{{ 'labels.commons.required' | translate }}</strong>
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</mat-error>
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}
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@if (createClientForm.controls.lastname.hasError('pattern')) {
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<mat-error>
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{{ 'labels.inputs.Client last name' | translate }}
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<strong>{{ 'labels.inputs.cannot' | translate }}</strong>
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{{ 'labels.commons.begin with a special character or number' | translate }}
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</mat-error>
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}
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</mat-form-field>
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}
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</div>
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}
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</div>
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</div>
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<mat-divider></mat-divider>
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<!-- Section: Client Name -->
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<div class="section-block">
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<h4 class="section-title">
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<fa-icon icon="user" class="section-icon"></fa-icon>
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{{ 'labels.inputs.Client Details' | translate }}
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</h4>
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<div class="form-grid">
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@if (createClientForm.get('fullname')) {
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<mat-form-field appearance="outline" class="form-field full-width">
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<mat-label>
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{{ 'labels.inputs.' + getDateLabel(createClientForm.value.legalFormId, ['Name', 'Entity Name']) | translate }}
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</mat-label>
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<input matInput required formControlName="fullname" />
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@if (createClientForm.controls.fullname.hasError('required')) {
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<mat-error>
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{{ 'labels.inputs.Client name' | translate }} {{ 'labels.commons.is' | translate }}
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<strong>{{ 'labels.commons.required' | translate }}</strong>
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</mat-error>
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}
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@if (createClientForm.controls.fullname.hasError('pattern')) {
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<mat-error>
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{{ 'labels.inputs.Client name' | translate }} <strong>{{ 'labels.inputs.cannot' | translate }}</strong>
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{{ 'labels.commons.begin with a special character or number' | translate }}
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</mat-error>
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}
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</mat-form-field>
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}
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<mat-form-field class="flex-48" (click)="dateOfBirthDatePicker.open()">
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<mat-label>
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{{
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'labels.inputs.' + getDateLabel(createClientForm.value.legalFormId, ['Date of Birth', 'Incorporation Date'])
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| translate
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}}
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</mat-label>
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<input matInput [max]="maxDate" [matDatepicker]="dateOfBirthDatePicker" formControlName="dateOfBirth" />
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<mat-datepicker-toggle matSuffix [for]="dateOfBirthDatePicker"></mat-datepicker-toggle>
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<mat-datepicker #dateOfBirthDatePicker></mat-datepicker>
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</mat-form-field>
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@if (createClientForm.get('firstname') || createClientForm.get('middlename') || createClientForm.get('lastname')) {
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<div class="name-fields-row">
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@if (createClientForm.get('firstname')) {
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<mat-form-field appearance="outline" class="name-field first-name">
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<mat-label>{{ 'labels.inputs.First Name' | translate }}</mat-label>
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<input matInput required formControlName="firstname" />
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@if (createClientForm.controls.firstname.hasError('required')) {
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<mat-error>
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{{ 'labels.inputs.Client first name' | translate }} {{ 'labels.commons.is' | translate }}
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<strong>{{ 'labels.commons.required' | translate }}</strong>
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</mat-error>
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}
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@if (createClientForm.controls.firstname.hasError('pattern')) {
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<mat-error>
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{{ 'labels.inputs.Client first name' | translate }}
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<strong>{{ 'labels.inputs.cannot' | translate }}</strong>
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{{ 'labels.commons.begin with a special character or number' | translate }}
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</mat-error>
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}
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</mat-form-field>
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}
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@if (createClientForm.get('middlename')) {
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<mat-form-field appearance="outline" class="name-field middle-name">
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<mat-label>{{ 'labels.inputs.Middle Name' | translate }}</mat-label>
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<input matInput formControlName="middlename" />
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@if (createClientForm.controls.middlename.hasError('pattern')) {
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<mat-error>
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{{ 'labels.inputs.Client middle name' | translate }}
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<strong>{{ 'labels.inputs.cannot' | translate }}</strong>
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{{ 'labels.commons.begin with a special character or number' | translate }}
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</mat-error>
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}
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</mat-form-field>
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}
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@if (createClientForm.get('lastname')) {
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<mat-form-field appearance="outline" class="name-field last-name">
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<mat-label>{{ 'labels.inputs.Last Name' | translate }}</mat-label>
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<input matInput required formControlName="lastname" />
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@if (createClientForm.controls.lastname.hasError('required')) {
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<mat-error>
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{{ 'labels.inputs.Client last name' | translate }} {{ 'labels.commons.is' | translate }}
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<strong>{{ 'labels.commons.required' | translate }}</strong>
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</mat-error>
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}
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@if (createClientForm.controls.lastname.hasError('pattern')) {
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<mat-error>
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{{ 'labels.inputs.Client last name' | translate }}
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<strong>{{ 'labels.inputs.cannot' | translate }}</strong>
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{{ 'labels.commons.begin with a special character or number' | translate }}
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</mat-error>
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}
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</mat-form-field>
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}
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</div>
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}
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<mat-form-field appearance="outline" class="form-field" (click)="dateOfBirthDatePicker.open()">
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<mat-label>
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{{ 'labels.inputs.' + getDateLabel(createClientForm.value.legalFormId, ['Date of Birth', 'Incorporation Date']) | translate }}
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</mat-label>
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<input matInput [max]="maxDate" [matDatepicker]="dateOfBirthDatePicker" formControlName="dateOfBirth" />
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<mat-datepicker-toggle matSuffix [for]="dateOfBirthDatePicker"></mat-datepicker-toggle>
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<mat-datepicker #dateOfBirthDatePicker></mat-datepicker>
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</mat-form-field>
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@if (createClientForm.value.legalFormId === LegalFormId.PERSON) {
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<mat-form-field appearance="outline" class="form-field">
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<mat-label>{{ 'labels.inputs.Gender' | translate }}</mat-label>
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<mat-select formControlName="genderId">
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@for (gender of genderOptions; track gender) {
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<mat-option [value]="gender.id">{{ gender.name }}</mat-option>
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}
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</mat-select>
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</mat-form-field>
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}
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<mat-form-field appearance="outline" class="form-field">
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<mat-label>{{ 'labels.inputs.Staff' | translate }}</mat-label>
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<mat-select formControlName="staffId">
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@for (staff of staffOptions; track staff) {
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<mat-option [value]="staff.id">{{ staff.displayName }}</mat-option>
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}
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</mat-select>
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</mat-form-field>
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@if (createClientForm.value.legalFormId === LegalFormId.PERSON) {
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<div class="form-field checkbox-field">
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<mat-checkbox labelPosition="after" formControlName="isStaff">
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{{ 'labels.inputs.Is staff' | translate }}?
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</mat-checkbox>
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</div>
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}
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</div>
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<!-- Entity Non-Person Details -->
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@if (createClientForm.get('clientNonPersonDetails')) {
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<div class="flex-100 layout-row-wrap responsive-column gap-4percent" formGroupName="clientNonPersonDetails">
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<mat-form-field class="flex-48">
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<div class="form-grid" formGroupName="clientNonPersonDetails">
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<mat-form-field appearance="outline" class="form-field">
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<mat-label>{{ 'labels.inputs.Constitution' | translate }}</mat-label>
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<mat-select formControlName="constitutionId" required>
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@for (constitution of constitutionOptions; track constitution) {
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<mat-option [value]="constitution.id">
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{{ constitution.name }}
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</mat-option>
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<mat-option [value]="constitution.id">{{ constitution.name }}</mat-option>
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}
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</mat-select>
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</mat-form-field>
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<mat-form-field class="flex-48">
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<mat-form-field appearance="outline" class="form-field">
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<mat-label>{{ 'labels.inputs.Main Business Line' | translate }}</mat-label>
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<mat-select formControlName="mainBusinessLineId">
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@for (business of businessLineOptions; track business) {
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<mat-option [value]="business.id">
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{{ business.name }}
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</mat-option>
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<mat-option [value]="business.id">{{ business.name }}</mat-option>
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}
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</mat-select>
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</mat-form-field>
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<mat-form-field class="flex-48" (click)="incorpValidityTillDateDatePicker.open()">
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<mat-form-field appearance="outline" class="form-field" (click)="incorpValidityTillDateDatePicker.open()">
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<mat-label>{{ 'labels.inputs.Incorporation Validity Till Date' | translate }}</mat-label>
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<input
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matInput
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[min]="minDate"
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[max]="maxDate"
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[matDatepicker]="incorpValidityTillDateDatePicker"
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formControlName="incorpValidityTillDate"
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/>
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<input matInput [min]="minDate" [max]="maxDate" [matDatepicker]="incorpValidityTillDateDatePicker" formControlName="incorpValidityTillDate" />
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<mat-datepicker-toggle matSuffix [for]="incorpValidityTillDateDatePicker"></mat-datepicker-toggle>
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<mat-datepicker #incorpValidityTillDateDatePicker></mat-datepicker>
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</mat-form-field>
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<mat-form-field class="flex-48">
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<mat-form-field appearance="outline" class="form-field">
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<mat-label>{{ 'labels.inputs.Incorporation Number' | translate }}</mat-label>
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<input matInput formControlName="incorpNumber" />
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</mat-form-field>
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<mat-form-field class="flex-98">
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<mat-form-field appearance="outline" class="form-field full-width">
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<mat-label>{{ 'labels.inputs.Remarks' | translate }}</mat-label>
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<textarea matInput formControlName="remarks" cdkTextareaAutosize cdkAutosizeMinRows="2"></textarea>
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</mat-form-field>
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</div>
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}
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</div>
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@if (createClientForm.value.legalFormId === LegalFormId.PERSON) {
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<mat-form-field class="flex-48">
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<mat-label>{{ 'labels.inputs.Gender' | translate }}</mat-label>
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<mat-select formControlName="genderId">
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@for (gender of genderOptions; track gender) {
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<mat-option [value]="gender.id">
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{{ gender.name }}
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</mat-option>
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}
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</mat-select>
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</mat-form-field>
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}
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<!-- Section: Verification -->
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<div class="section-block">
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<h4 class="section-title">
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<fa-icon icon="shield-alt" class="section-icon"></fa-icon>
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{{ 'labels.inputs.Verification' | translate }}
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</h4>
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<mat-form-field class="flex-48">
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<mat-label>{{ 'labels.inputs.Staff' | translate }}</mat-label>
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<mat-select formControlName="staffId">
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@for (staff of staffOptions; track staff) {
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<mat-option [value]="staff.id">
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{{ staff.displayName }}
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</mat-option>
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}
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</mat-select>
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</mat-form-field>
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@if (createClientForm.value.legalFormId === LegalFormId.PERSON) {
|
||||
<mat-checkbox class="flex-48 margin-v" labelPosition="before" formControlName="isStaff">
|
||||
{{ 'labels.inputs.Is staff' | translate }}?
|
||||
</mat-checkbox>
|
||||
}
|
||||
|
||||
<div class="sanctions-verify-section flex-98">
|
||||
<div class="sanctions-verify-section">
|
||||
@if (!sanctionsVerified && !sanctionsBlocked) {
|
||||
<button
|
||||
mat-raised-button
|
||||
color="primary"
|
||||
type="button"
|
||||
class="verify-client-btn"
|
||||
<button mat-stroked-button color="primary" type="button" class="verify-client-btn"
|
||||
[disabled]="!createClientForm.get('firstname')?.value && !createClientForm.get('fullname')?.value"
|
||||
(click)="verifySanctions()"
|
||||
>
|
||||
<fa-icon icon="shield-alt" class="mr-05"></fa-icon>
|
||||
(click)="verifySanctions()">
|
||||
<fa-icon icon="shield-alt" class="m-r-10"></fa-icon>
|
||||
Verify Client
|
||||
</button>
|
||||
}
|
||||
@@ -253,145 +251,132 @@
|
||||
}
|
||||
</div>
|
||||
|
||||
<mat-divider class="flex-98"></mat-divider>
|
||||
|
||||
<div class="dip-info flex-98">
|
||||
<mat-icon
|
||||
class="dip-info-icon"
|
||||
<div class="dip-info">
|
||||
<mat-icon class="dip-info-icon"
|
||||
matTooltip="Digital Intelligence Platform (DIP) refers to the fraud-monitoring and intelligence ecosystem created by the Department of Telecommunications (DoT)"
|
||||
matTooltipPosition="above"
|
||||
>info</mat-icon
|
||||
>
|
||||
matTooltipPosition="above">info</mat-icon>
|
||||
<span class="dip-info-text">DIP Verification</span>
|
||||
</div>
|
||||
|
||||
<div class="mobile-verify-row flex-48">
|
||||
<mat-form-field class="mobile-field">
|
||||
<div class="mobile-verify-row">
|
||||
<mat-form-field appearance="outline" class="mobile-field">
|
||||
<mat-label>{{ 'labels.inputs.Mobile No' | translate }}</mat-label>
|
||||
<input matInput type="text" formControlName="mobileNo" />
|
||||
</mat-form-field>
|
||||
@if (!mobileVerified) {
|
||||
<button
|
||||
mat-raised-button
|
||||
color="primary"
|
||||
type="button"
|
||||
class="verify-btn"
|
||||
<button mat-stroked-button color="primary" type="button" class="verify-btn"
|
||||
[disabled]="!createClientForm.get('mobileNo').value"
|
||||
(click)="verifyWithDIP()"
|
||||
>
|
||||
(click)="verifyWithDIP()">
|
||||
Verify with DIP
|
||||
</button>
|
||||
} @else {
|
||||
<span class="text-success verified-label">✔ Verified</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<mat-form-field class="flex-48">
|
||||
<mat-label>{{ 'labels.inputs.Email Address' | translate }}</mat-label>
|
||||
<input matInput formControlName="emailAddress" />
|
||||
@if (createClientForm.controls.emailAddress.errors?.email) {
|
||||
<mat-error>
|
||||
{{ 'error.Email not valid' | translate }}
|
||||
</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field class="flex-48">
|
||||
<mat-label>{{ 'labels.inputs.Client Type' | translate }}</mat-label>
|
||||
<mat-select formControlName="clientTypeId">
|
||||
@for (clientType of clientTypeOptions; track clientType) {
|
||||
<mat-option [value]="clientType.id">
|
||||
{{ clientType.name }}
|
||||
</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field class="flex-48">
|
||||
<mat-label>{{ 'labels.inputs.Client Classification' | translate }}</mat-label>
|
||||
<mat-select formControlName="clientClassificationId">
|
||||
@for (clientClassification of clientClassificationTypeOptions; track clientClassification) {
|
||||
<mat-option [value]="clientClassification.id">
|
||||
{{ clientClassification.name }}
|
||||
</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field class="flex-48" (click)="submittedOnDatePicker.open()">
|
||||
<mat-label>{{ 'labels.inputs.Submitted On' | translate }}</mat-label>
|
||||
<input
|
||||
matInput
|
||||
[min]="minDate"
|
||||
[max]="maxDate"
|
||||
[matDatepicker]="submittedOnDatePicker"
|
||||
formControlName="submittedOnDate"
|
||||
required
|
||||
/>
|
||||
<mat-datepicker-toggle matSuffix [for]="submittedOnDatePicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #submittedOnDatePicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
|
||||
<br />
|
||||
|
||||
<mat-checkbox labelPosition="before" formControlName="active" class="margin-v flex-48">
|
||||
{{ 'labels.inputs.Active' | translate }}?
|
||||
</mat-checkbox>
|
||||
|
||||
@if (createClientForm.contains('activationDate')) {
|
||||
<mat-form-field class="flex-48" (click)="activatedOnDatePicker.open()">
|
||||
<mat-label>{{ 'labels.inputs.Activation Date' | translate }}</mat-label>
|
||||
<input
|
||||
matInput
|
||||
[min]="createClientForm.value.submittedOnDate"
|
||||
[max]="maxDate"
|
||||
[matDatepicker]="activatedOnDatePicker"
|
||||
required
|
||||
formControlName="activationDate"
|
||||
/>
|
||||
<mat-datepicker-toggle matSuffix [for]="activatedOnDatePicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #activatedOnDatePicker></mat-datepicker>
|
||||
@if (createClientForm.controls.activationDate.hasError('required')) {
|
||||
<mat-error>
|
||||
{{ 'labels.inputs.Activation Date' | translate }} {{ 'labels.commons.is' | translate }}
|
||||
<strong>{{ 'labels.commons.required' | translate }}</strong>
|
||||
</mat-error>
|
||||
<!-- Section: Contact & Classification -->
|
||||
<div class="section-block">
|
||||
<h4 class="section-title">
|
||||
<fa-icon icon="envelope" class="section-icon"></fa-icon>
|
||||
{{ 'labels.inputs.Contact & Classification' | translate }}
|
||||
</h4>
|
||||
<div class="form-grid">
|
||||
<mat-form-field appearance="outline" class="form-field">
|
||||
<mat-label>{{ 'labels.inputs.Email Address' | translate }}</mat-label>
|
||||
<input matInput formControlName="emailAddress" />
|
||||
@if (createClientForm.controls.emailAddress.errors?.email) {
|
||||
<mat-error>{{ 'error.Email not valid' | translate }}</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
<mat-checkbox labelPosition="before" formControlName="addSavings" class="margin-v flex-48">
|
||||
{{ 'labels.inputs.Open Savings Account' | translate }}?
|
||||
</mat-checkbox>
|
||||
|
||||
@if (createClientForm.contains('savingsProductId')) {
|
||||
<mat-form-field class="flex-48">
|
||||
<mat-label>{{ 'labels.inputs.Savings Product' | translate }}</mat-label>
|
||||
<mat-select required formControlName="savingsProductId">
|
||||
@for (product of savingProductOptions; track product) {
|
||||
<mat-option [value]="product.id">
|
||||
{{ product.name }}
|
||||
</mat-option>
|
||||
<mat-form-field appearance="outline" class="form-field">
|
||||
<mat-label>{{ 'labels.inputs.Client Type' | translate }}</mat-label>
|
||||
<mat-select formControlName="clientTypeId">
|
||||
@for (clientType of clientTypeOptions; track clientType) {
|
||||
<mat-option [value]="clientType.id">{{ clientType.name }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (createClientForm.controls.savingsProductId.hasError('required')) {
|
||||
<mat-error>
|
||||
{{ 'labels.inputs.Savings Product' | translate }} {{ 'labels.commons.is' | translate }}
|
||||
<strong>{{ 'labels.commons.required' | translate }}</strong>
|
||||
</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="layout-row align-center gap-2percent margin-t responsive-column">
|
||||
<button mat-raised-button matStepperPrevious disabled>
|
||||
<fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
|
||||
{{ 'labels.buttons.Previous' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button matStepperNext [disabled]="sanctionsBlocked">
|
||||
{{ 'labels.buttons.Next' | translate }}
|
||||
<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
|
||||
</button>
|
||||
<mat-form-field appearance="outline" class="form-field">
|
||||
<mat-label>{{ 'labels.inputs.Client Classification' | translate }}</mat-label>
|
||||
<mat-select formControlName="clientClassificationId">
|
||||
@for (clientClassification of clientClassificationTypeOptions; track clientClassification) {
|
||||
<mat-option [value]="clientClassification.id">{{ clientClassification.name }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="form-field">
|
||||
<mat-label>{{ 'labels.inputs.Occupation Category' | translate }}</mat-label>
|
||||
<mat-select formControlName="occupationCategoryId">
|
||||
@for (cat of occupationCategoryOptions; track cat) {
|
||||
<mat-option [value]="cat.id">{{ cat.name }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="form-field">
|
||||
<mat-label>{{ 'labels.inputs.Occupation' | translate }}</mat-label>
|
||||
<mat-select formControlName="occupationId">
|
||||
@for (occ of occupationOptions; track occ) {
|
||||
<mat-option [value]="occ.id">{{ occ.name }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="form-field" (click)="submittedOnDatePicker.open()">
|
||||
<mat-label>{{ 'labels.inputs.Submitted On' | translate }}</mat-label>
|
||||
<input matInput [min]="minDate" [max]="maxDate" [matDatepicker]="submittedOnDatePicker" formControlName="submittedOnDate" required />
|
||||
<mat-datepicker-toggle matSuffix [for]="submittedOnDatePicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #submittedOnDatePicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
|
||||
<div class="form-field checkbox-field">
|
||||
<mat-checkbox labelPosition="after" formControlName="active">
|
||||
{{ 'labels.inputs.Active' | translate }}?
|
||||
</mat-checkbox>
|
||||
</div>
|
||||
|
||||
@if (createClientForm.contains('activationDate')) {
|
||||
<mat-form-field appearance="outline" class="form-field" (click)="activatedOnDatePicker.open()">
|
||||
<mat-label>{{ 'labels.inputs.Activation Date' | translate }}</mat-label>
|
||||
<input matInput [min]="createClientForm.value.submittedOnDate" [max]="maxDate"
|
||||
[matDatepicker]="activatedOnDatePicker" required formControlName="activationDate" />
|
||||
<mat-datepicker-toggle matSuffix [for]="activatedOnDatePicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #activatedOnDatePicker></mat-datepicker>
|
||||
@if (createClientForm.controls.activationDate.hasError('required')) {
|
||||
<mat-error>
|
||||
{{ 'labels.inputs.Activation Date' | translate }} {{ 'labels.commons.is' | translate }}
|
||||
<strong>{{ 'labels.commons.required' | translate }}</strong>
|
||||
</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
<div class="form-field checkbox-field">
|
||||
<mat-checkbox labelPosition="after" formControlName="addSavings">
|
||||
{{ 'labels.inputs.Open Savings Account' | translate }}?
|
||||
</mat-checkbox>
|
||||
</div>
|
||||
|
||||
@if (createClientForm.contains('savingsProductId')) {
|
||||
<mat-form-field appearance="outline" class="form-field">
|
||||
<mat-label>{{ 'labels.inputs.Savings Product' | translate }}</mat-label>
|
||||
<mat-select required formControlName="savingsProductId">
|
||||
@for (product of savingProductOptions; track product) {
|
||||
<mat-option [value]="product.id">{{ product.name }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (createClientForm.controls.savingsProductId.hasError('required')) {
|
||||
<mat-error>
|
||||
{{ 'labels.inputs.Savings Product' | translate }} {{ 'labels.commons.is' | translate }}
|
||||
<strong>{{ 'labels.commons.required' | translate }}</strong>
|
||||
</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
|
||||
+112
-163
@@ -7,191 +7,80 @@
|
||||
*/
|
||||
|
||||
form {
|
||||
padding: 16px 0;
|
||||
padding: 0;
|
||||
}
|
||||
|
||||
.layout-row-wrap {
|
||||
gap: 8px !important;
|
||||
.section-block {
|
||||
margin-bottom: 24px;
|
||||
padding-bottom: 16px;
|
||||
border-bottom: 1px solid rgba(0, 0, 0, 0.06);
|
||||
|
||||
&:last-child {
|
||||
border-bottom: none;
|
||||
margin-bottom: 0;
|
||||
}
|
||||
}
|
||||
|
||||
mat-form-field {
|
||||
margin-bottom: 8px;
|
||||
.section-title {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
font-size: 15px;
|
||||
font-weight: 600;
|
||||
color: #333;
|
||||
margin: 0 0 16px 0;
|
||||
|
||||
.section-icon {
|
||||
color: var(--md-sys-color-primary, #1074b9);
|
||||
font-size: 14px;
|
||||
}
|
||||
}
|
||||
|
||||
mat-divider {
|
||||
margin: 16px 0;
|
||||
.form-grid {
|
||||
display: grid;
|
||||
grid-template-columns: 1fr 1fr;
|
||||
gap: 4px 16px;
|
||||
}
|
||||
|
||||
.margin-v {
|
||||
margin: 2em 0 0;
|
||||
.form-field {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.margin-t {
|
||||
margin-top: 2em;
|
||||
.full-width {
|
||||
grid-column: 1 / -1;
|
||||
}
|
||||
|
||||
.checkbox-field {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
padding: 8px 0;
|
||||
}
|
||||
|
||||
.name-fields-row {
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
gap: 12px;
|
||||
flex-wrap: wrap;
|
||||
width: 100%;
|
||||
margin-bottom: 8px;
|
||||
grid-column: 1 / -1;
|
||||
|
||||
.name-field {
|
||||
flex: 1;
|
||||
min-width: 200px;
|
||||
min-width: 180px;
|
||||
|
||||
&.first-name,
|
||||
&.last-name {
|
||||
flex: 1.2;
|
||||
}
|
||||
|
||||
&.middle-name {
|
||||
flex: 1;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 768px) {
|
||||
.name-fields-row {
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
|
||||
.name-field {
|
||||
width: 100%;
|
||||
min-width: unset;
|
||||
flex: none;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.name-fields-row + mat-form-field,
|
||||
.name-fields-row + mat-divider,
|
||||
.name-fields-row + div {
|
||||
margin-top: 8px;
|
||||
}
|
||||
|
||||
.layout-row.align-center {
|
||||
padding-top: 16px;
|
||||
margin-top: 12px;
|
||||
|
||||
button {
|
||||
margin: 0 6px;
|
||||
}
|
||||
}
|
||||
|
||||
.flex-100 {
|
||||
margin: 16px 0;
|
||||
padding: 8px 0;
|
||||
}
|
||||
|
||||
mat-checkbox {
|
||||
margin: 8px 0;
|
||||
|
||||
&.margin-v {
|
||||
margin-top: 12px;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 768px) {
|
||||
form {
|
||||
padding: 12px 0;
|
||||
|
||||
.layout-row-wrap {
|
||||
gap: 6px !important;
|
||||
}
|
||||
}
|
||||
|
||||
mat-form-field {
|
||||
margin-bottom: 6px;
|
||||
}
|
||||
|
||||
mat-divider {
|
||||
margin: 12px 0;
|
||||
}
|
||||
|
||||
.layout-row.align-center {
|
||||
padding-top: 12px;
|
||||
margin-top: 8px;
|
||||
flex-direction: column;
|
||||
gap: 8px;
|
||||
|
||||
button {
|
||||
width: 100%;
|
||||
margin: 2px 0;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.dip-info {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
margin-bottom: 4px;
|
||||
|
||||
.dip-info-icon {
|
||||
font-size: 18px;
|
||||
width: 18px;
|
||||
height: 18px;
|
||||
color: #1976d2;
|
||||
cursor: pointer;
|
||||
}
|
||||
|
||||
.dip-info-text {
|
||||
font-size: 13px;
|
||||
font-weight: 500;
|
||||
color: #555;
|
||||
}
|
||||
}
|
||||
|
||||
.mobile-verify-row {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
|
||||
.mobile-field {
|
||||
flex: 1;
|
||||
}
|
||||
|
||||
.verify-btn {
|
||||
height: 40px;
|
||||
white-space: nowrap;
|
||||
font-size: 13px;
|
||||
margin-bottom: 18px;
|
||||
}
|
||||
|
||||
.verified-label {
|
||||
white-space: nowrap;
|
||||
margin-bottom: 18px;
|
||||
}
|
||||
|
||||
.text-success {
|
||||
color: #388e3c;
|
||||
font-size: 14px;
|
||||
font-weight: 600;
|
||||
}
|
||||
}
|
||||
|
||||
/* Verification Section */
|
||||
.sanctions-verify-section {
|
||||
margin: 12px 0;
|
||||
margin-bottom: 16px;
|
||||
|
||||
.verify-client-btn {
|
||||
height: 40px;
|
||||
font-size: 13px;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.sanctions-progress {
|
||||
mat-progress-bar {
|
||||
margin-bottom: 8px;
|
||||
}
|
||||
|
||||
.sanctions-msg {
|
||||
font-size: 13px;
|
||||
color: #555;
|
||||
line-height: 1.5;
|
||||
margin: 0;
|
||||
}
|
||||
}
|
||||
|
||||
.sanctions-result {
|
||||
@@ -216,7 +105,6 @@ mat-checkbox {
|
||||
border-left: 4px solid #d32f2f;
|
||||
border-radius: 4px;
|
||||
padding: 10px 16px;
|
||||
margin: 12px 0;
|
||||
|
||||
.text-danger {
|
||||
color: #d32f2f;
|
||||
@@ -230,14 +118,60 @@ mat-checkbox {
|
||||
}
|
||||
}
|
||||
|
||||
.dip-info {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
margin-bottom: 12px;
|
||||
|
||||
.dip-info-icon {
|
||||
font-size: 18px;
|
||||
width: 18px;
|
||||
height: 18px;
|
||||
color: #1976d2;
|
||||
cursor: pointer;
|
||||
}
|
||||
|
||||
.dip-info-text {
|
||||
font-size: 13px;
|
||||
font-weight: 500;
|
||||
color: #555;
|
||||
}
|
||||
}
|
||||
|
||||
.mobile-verify-row {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
|
||||
.mobile-field {
|
||||
flex: 1;
|
||||
max-width: 320px;
|
||||
}
|
||||
|
||||
.verify-btn {
|
||||
height: 40px;
|
||||
white-space: nowrap;
|
||||
font-size: 13px;
|
||||
margin-bottom: 18px;
|
||||
}
|
||||
|
||||
.verified-label {
|
||||
white-space: nowrap;
|
||||
margin-bottom: 18px;
|
||||
}
|
||||
|
||||
.text-success {
|
||||
color: #388e3c;
|
||||
font-size: 14px;
|
||||
font-weight: 600;
|
||||
}
|
||||
}
|
||||
|
||||
.external-id-status {
|
||||
font-size: 12px;
|
||||
font-weight: 500;
|
||||
|
||||
&.loading {
|
||||
color: #1976d2;
|
||||
}
|
||||
|
||||
&.success {
|
||||
color: #388e3c;
|
||||
}
|
||||
@@ -247,12 +181,27 @@ mat-checkbox {
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 480px) {
|
||||
form {
|
||||
padding: 8px 0;
|
||||
@media (max-width: 768px) {
|
||||
.form-grid {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
|
||||
.layout-row-wrap {
|
||||
gap: 4px !important;
|
||||
.name-fields-row {
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
|
||||
.name-field {
|
||||
min-width: unset;
|
||||
flex: none;
|
||||
}
|
||||
}
|
||||
|
||||
.mobile-verify-row {
|
||||
flex-direction: column;
|
||||
align-items: stretch;
|
||||
|
||||
.mobile-field {
|
||||
max-width: none;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
@@ -27,7 +27,7 @@ import { SettingsService } from 'app/settings/settings.service';
|
||||
import { MatDivider } from '@angular/material/divider';
|
||||
import { CdkTextareaAutosize } from '@angular/cdk/text-field';
|
||||
import { MatCheckbox } from '@angular/material/checkbox';
|
||||
import { MatStepperPrevious, MatStepperNext } from '@angular/material/stepper';
|
||||
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { MatIcon } from '@angular/material/icon';
|
||||
import { MatTooltip } from '@angular/material/tooltip';
|
||||
@@ -49,9 +49,7 @@ import { DipVerifyDialogComponent } from './dip-verify-dialog.component';
|
||||
MatDivider,
|
||||
CdkTextareaAutosize,
|
||||
MatCheckbox,
|
||||
MatStepperPrevious,
|
||||
FaIconComponent,
|
||||
MatStepperNext,
|
||||
MatIcon,
|
||||
MatTooltip
|
||||
]
|
||||
@@ -100,6 +98,10 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy {
|
||||
genderOptions: any;
|
||||
/** Saving Product Options */
|
||||
savingProductOptions: any;
|
||||
/** Occupation Category Options */
|
||||
occupationCategoryOptions: any;
|
||||
/** Occupation Options */
|
||||
occupationOptions: any;
|
||||
/** Mobile number DIP verification status */
|
||||
mobileVerified = false;
|
||||
/** Sanctions verification state */
|
||||
@@ -152,6 +154,8 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy {
|
||||
dateOfBirth: [''],
|
||||
clientTypeId: [''],
|
||||
clientClassificationId: [''],
|
||||
occupationCategoryId: [''],
|
||||
occupationId: [''],
|
||||
submittedOnDate: [
|
||||
this.settingsService.businessDate,
|
||||
Validators.required
|
||||
@@ -172,6 +176,8 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy {
|
||||
this.constitutionOptions = this.clientTemplate.clientNonPersonConstitutionOptions;
|
||||
this.genderOptions = this.clientTemplate.genderOptions;
|
||||
this.savingProductOptions = this.clientTemplate.savingProductOptions;
|
||||
this.occupationCategoryOptions = this.clientTemplate.occupationCategoryOptions || [];
|
||||
this.occupationOptions = this.clientTemplate.occupationOptions || [];
|
||||
}
|
||||
|
||||
/**
|
||||
|
||||
Reference in New Issue
Block a user