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
2026-03-20 19:19:47 +05:30
co-authored by Claude Opus 4.6
parent b3a4cce0cf
commit 7b1f2e8ad7
81 changed files with 8384 additions and 3923 deletions
@@ -7,111 +7,59 @@
-->
<div class="mat-typography" [formGroup]="kycForm">
<div class="kyc-header">
<h3>{{ 'labels.inputs.KYC Verification' | translate }}</h3>
<span class="kyc-badge">KYC</span>
</div>
<div class="section-block">
<h4 class="section-title">
<fa-icon icon="fingerprint" class="section-icon"></fa-icon>
{{ 'labels.inputs.KYC Verification' | translate }}
<span class="kyc-badge">KYC</span>
</h4>
<p class="kyc-subtitle">
{{ 'labels.inputs.KYC' | translate }} — RBI Master Direction compliant. Fields are optional but recommended for
compliance.
</p>
<div class="kyc-info-hint">
<mat-icon class="kyc-info-hint-icon">info</mat-icon>
<span>Verification (PAN, Aadhaar, GSTIN) will be available from the KYC tab after the client is created.</span>
</div>
<mat-divider class="m-b-20 m-t-10"></mat-divider>
<!-- PAN Section -->
<div class="kyc-field-row">
<div class="kyc-field-label-row">
<span class="kyc-field-title">{{ 'labels.inputs.PAN Number' | translate }}</span>
<span class="kyc-tag">KYC</span>
<div class="kyc-info-hint">
<mat-icon class="kyc-info-hint-icon">info</mat-icon>
<span>Verification (PAN, Aadhaar, GSTIN) will be available from the KYC tab after the client is created.</span>
</div>
<mat-form-field appearance="outline" class="full-width">
<mat-label>{{ 'labels.inputs.PAN Number' | translate }}</mat-label>
<input
matInput
formControlName="panNumber"
placeholder="{{ 'labels.inputs.Enter 10-character PAN' | translate }}"
maxlength="10"
style="text-transform: uppercase"
(input)="kycForm.get('panNumber')?.setValue($any($event.target).value.toUpperCase(), { emitEvent: false })"
/>
@if (kycForm.get('panNumber')?.hasError('pattern') && kycForm.get('panNumber')?.touched) {
<mat-error>{{ 'labels.inputs.Enter 10-character PAN' | translate }}</mat-error>
}
</mat-form-field>
</div>
<mat-divider class="m-b-20 m-t-10"></mat-divider>
<div class="form-grid">
<!-- PAN -->
<mat-form-field appearance="outline" class="form-field">
<mat-label>{{ 'labels.inputs.PAN Number' | translate }}</mat-label>
<input matInput formControlName="panNumber"
placeholder="{{ 'labels.inputs.Enter 10-character PAN' | translate }}"
maxlength="10" style="text-transform: uppercase"
(input)="kycForm.get('panNumber')?.setValue($any($event.target).value.toUpperCase(), { emitEvent: false })" />
@if (kycForm.get('panNumber')?.hasError('pattern') && kycForm.get('panNumber')?.touched) {
<mat-error>{{ 'labels.inputs.Enter 10-character PAN' | translate }}</mat-error>
}
</mat-form-field>
<!-- Aadhaar Section -->
<div class="kyc-field-row">
<div class="kyc-field-label-row">
<span class="kyc-field-title">{{ 'labels.inputs.Aadhaar Number' | translate }}</span>
<span class="kyc-tag">KYC</span>
<!-- Aadhaar -->
<mat-form-field appearance="outline" class="form-field">
<mat-label>{{ 'labels.inputs.Aadhaar Number' | translate }}</mat-label>
<input matInput formControlName="aadhaarNumber"
placeholder="{{ 'labels.inputs.Enter 12-digit Aadhaar' | translate }}"
maxlength="12" type="password" />
@if (kycForm.get('aadhaarNumber')?.hasError('pattern') && kycForm.get('aadhaarNumber')?.touched) {
<mat-error>{{ 'labels.inputs.Enter 12-digit Aadhaar' | translate }}</mat-error>
}
</mat-form-field>
<!-- GSTIN -->
<mat-form-field appearance="outline" class="form-field">
<mat-label>{{ 'labels.inputs.GSTIN Number' | translate }}</mat-label>
<input matInput formControlName="gstinNumber"
placeholder="{{ 'labels.inputs.Enter 15-character GSTIN' | translate }}"
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>
}
</mat-form-field>
<!-- Remarks -->
<mat-form-field appearance="outline" class="form-field full-width">
<mat-label>{{ 'labels.inputs.Remarks' | translate }}</mat-label>
<textarea matInput formControlName="remarks" rows="3"></textarea>
</mat-form-field>
</div>
<mat-form-field appearance="outline" class="full-width">
<mat-label>{{ 'labels.inputs.Aadhaar Number' | translate }}</mat-label>
<input
matInput
formControlName="aadhaarNumber"
placeholder="{{ 'labels.inputs.Enter 12-digit Aadhaar' | translate }}"
maxlength="12"
type="password"
/>
@if (kycForm.get('aadhaarNumber')?.hasError('pattern') && kycForm.get('aadhaarNumber')?.touched) {
<mat-error>{{ 'labels.inputs.Enter 12-digit Aadhaar' | translate }}</mat-error>
}
</mat-form-field>
</div>
<mat-divider class="m-b-20 m-t-10"></mat-divider>
<!-- GSTIN Section -->
<div class="kyc-field-row">
<div class="kyc-field-label-row">
<span class="kyc-field-title">{{ 'labels.inputs.GSTIN Number' | translate }}</span>
<span class="kyc-tag">KYC</span>
</div>
<mat-form-field appearance="outline" class="full-width">
<mat-label>{{ 'labels.inputs.GSTIN Number' | translate }}</mat-label>
<input
matInput
formControlName="gstinNumber"
placeholder="{{ 'labels.inputs.Enter 15-character GSTIN' | translate }}"
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>
}
</mat-form-field>
</div>
<mat-divider class="m-b-20 m-t-10"></mat-divider>
<!-- Additional Fields -->
<div class="kyc-additional">
<mat-form-field appearance="outline" class="full-width">
<mat-label>{{ 'labels.inputs.Remarks' | translate }}</mat-label>
<textarea matInput formControlName="remarks" rows="3"></textarea>
</mat-form-field>
</div>
<!-- Navigation -->
<div class="layout-row align-center gap-2percent margin-t responsive-column">
<button mat-raised-button matStepperPrevious type="button">
<fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
{{ 'labels.buttons.Previous' | translate }}
</button>
<button mat-raised-button matStepperNext type="button">
{{ 'labels.buttons.Next' | translate }}
<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
</button>
</div>
</div>
@@ -6,21 +6,29 @@
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.kyc-header {
.section-block {
margin-bottom: 8px;
}
.section-title {
display: flex;
align-items: center;
gap: 12px;
margin-bottom: 4px;
gap: 8px;
font-size: 15px;
font-weight: 600;
color: #333;
margin: 0 0 16px 0;
h3 {
margin: 0;
.section-icon {
color: var(--md-sys-color-primary, #1074b9);
font-size: 14px;
}
}
.kyc-badge {
background-color: #1976d2;
color: #fff;
font-size: 11px;
font-size: 10px;
font-weight: 700;
padding: 2px 8px;
border-radius: 12px;
@@ -28,24 +36,6 @@
line-height: 18px;
}
.kyc-tag {
background-color: #e3f2fd;
color: #1565c0;
font-size: 10px;
font-weight: 700;
padding: 2px 7px;
border-radius: 10px;
border: 1px solid #90caf9;
letter-spacing: 0.5px;
line-height: 16px;
}
.kyc-subtitle {
color: #666;
font-size: 13px;
margin: 0 0 8px;
}
.kyc-info-hint {
display: flex;
align-items: center;
@@ -56,7 +46,7 @@
background-color: #e3f2fd;
border: 1px solid #90caf9;
border-radius: 6px;
margin-bottom: 4px;
margin-bottom: 16px;
}
.kyc-info-hint-icon {
@@ -66,187 +56,22 @@
color: #1565c0;
}
.kyc-field-row {
margin-bottom: 8px;
.form-grid {
display: grid;
grid-template-columns: 1fr 1fr;
gap: 4px 16px;
}
.kyc-field-label-row {
display: flex;
align-items: center;
gap: 8px;
margin-bottom: 8px;
}
.kyc-field-title {
font-weight: 600;
font-size: 14px;
}
.kyc-input-row {
display: flex;
align-items: flex-start;
gap: 12px;
}
.kyc-input {
flex: 1;
}
.verify-btn {
margin-top: 4px;
min-width: 100px;
display: flex;
align-items: center;
justify-content: center;
}
.kyc-status-row {
margin-top: 4px;
margin-bottom: 8px;
}
.status-chip {
display: inline-flex;
align-items: center;
gap: 4px;
font-size: 13px;
font-weight: 500;
padding: 4px 10px;
border-radius: 16px;
&.verified {
background-color: #e8f5e9;
color: #2e7d32;
border: 1px solid #a5d6a7;
}
&.pending {
background-color: #fff8e1;
color: #f57f17;
border: 1px solid #ffe082;
}
&.failed {
background-color: #ffebee;
color: #c62828;
border: 1px solid #ef9a9a;
}
}
.status-chip-icon {
font-size: 16px;
height: 16px;
width: 16px;
}
.status-icon {
font-size: 20px;
&.verified {
color: #2e7d32;
}
&.failed {
color: #c62828;
}
}
.kyc-additional {
margin-top: 8px;
}
.full-width {
.form-field {
width: 100%;
}
.m-b-20 {
margin-bottom: 20px;
.full-width {
grid-column: 1 / -1;
}
.m-t-10 {
margin-top: 10px;
}
/* OTP Section */
.otp-section {
margin-top: 8px;
padding: 12px 16px;
background-color: #f3f8ff;
border: 1px solid #bbdefb;
border-radius: 8px;
}
.otp-info {
display: flex;
align-items: center;
gap: 6px;
font-size: 13px;
color: #1565c0;
margin: 0 0 10px;
font-weight: 500;
}
.otp-info-icon {
font-size: 18px;
height: 18px;
width: 18px;
color: #1565c0;
}
.otp-input {
max-width: 200px;
}
.resend-btn {
margin-top: 4px;
font-size: 12px;
}
/* Warning & Error messages */
.kyc-warning {
display: flex;
align-items: center;
gap: 6px;
font-size: 12px;
color: #f57f17;
margin-top: 4px;
padding: 6px 10px;
background-color: #fffde7;
border: 1px solid #fff59d;
border-radius: 6px;
}
.kyc-warning-icon {
font-size: 16px;
height: 16px;
width: 16px;
color: #f57f17;
}
.kyc-error-msg {
display: flex;
align-items: center;
gap: 6px;
font-size: 12px;
color: #c62828;
margin-top: 4px;
padding: 6px 10px;
background-color: #ffebee;
border: 1px solid #ef9a9a;
border-radius: 6px;
}
.kyc-error-icon {
font-size: 16px;
height: 16px;
width: 16px;
color: #c62828;
}
.verification-detail {
display: inline-block;
font-size: 12px;
color: #333;
margin-left: 8px;
font-weight: 500;
@media (max-width: 768px) {
.form-grid {
grid-template-columns: 1fr;
}
}
@@ -11,7 +11,7 @@ import { Component, inject } from '@angular/core';
import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
/** Custom Imports */
import { MatStepperPrevious, MatStepperNext } from '@angular/material/stepper';
import { MatDivider } from '@angular/material/divider';
import { MatIcon } from '@angular/material/icon';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
@@ -29,8 +29,6 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
styleUrls: ['./client-kyc-step.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatStepperPrevious,
MatStepperNext,
MatDivider,
MatIcon,
FaIconComponent