feat: add KYC document renewal alerts, Aadhaar/PAN exceptions, and AML recurring alerts UI; remove old journal AML marking

src/app/clients/edit-client/edit-client.component.ts

@@ -1021,6 +1021,9 @@ export class EditClientComponent {
    * Mirrors identities-tab.createIdentifierWithDocs.
    */
   private saveAddressProof(clientId: string) {
+    if (this.clientIndiaAddressStep?.existingAddressProofIdentifierId) {
+      return;
+    }
     const payload = this.clientIndiaAddressStep?.addressProofPayload;
     if (!payload?.proofId) return;
 
@@ -1036,6 +1039,9 @@ export class EditClientComponent {
       next: (res: any) => {
         const identifierId = res?.resourceId;
         if (!identifierId) return;
+        if (this.clientIndiaAddressStep) {
+          this.clientIndiaAddressStep.existingAddressProofIdentifierId = identifierId.toString();
+        }
         for (const entry of payload.files) {
           const formData = new FormData();
           formData.append('name', `${proofName} — ${entry.slot}`);
@@ -1056,6 +1062,21 @@ export class EditClientComponent {
     if (!payload?.proofId || !payload?.files?.length) return;
 
     const proofName = payload.proof?.name || 'KYC Document';
+
+    const uploadFiles = (identifierId: string) => {
+      for (const entry of payload.files) {
+        const formData = new FormData();
+        formData.append('name', `${proofName} — ${entry.slot}`);
+        formData.append('file', entry.file);
+        this.clientsService.uploadClientIdentifierDocument(identifierId, formData).subscribe({ error: () => {} });
+      }
+    };
+
+    if (this.clientKycStep?.existingKycIdentifierId) {
+      uploadFiles(this.clientKycStep.existingKycIdentifierId);
+      return;
+    }
+
     // The KYC step's chip-picker carries `id` as a doc-type CODE string (e.g. "AADHAAR").
     // The backend ClientIdentifierRequest.documentTypeId is a Long, so a string proofId
     // trips Jackson → HttpMessageNotReadableException → 400. Resolve to numeric CodeValue
@@ -1075,12 +1096,10 @@ export class EditClientComponent {
         next: (res: any) => {
           const identifierId = res?.resourceId;
           if (!identifierId) return;
-          for (const entry of payload.files) {
-            const formData = new FormData();
-            formData.append('name', `${proofName} — ${entry.slot}`);
-            formData.append('file', entry.file);
-            this.clientsService.uploadClientIdentifierDocument(identifierId, formData).subscribe({ error: () => {} });
+          if (this.clientKycStep) {
+            this.clientKycStep.existingKycIdentifierId = identifierId.toString();
           }
+          uploadFiles(identifierId.toString());
         },
         error: () => {}
       });
@@ -1098,8 +1117,45 @@ export class EditClientComponent {
     return this.clientsService.getKycProofTypes('id').pipe(
       map((res: any) => {
         const list: any[] = res?.idProofs || [];
-        const targetName = (proofName || '').trim().toLowerCase();
-        const match = list.find((p: any) => (p?.name || '').trim().toLowerCase() === targetName);
+        const cleanStr = (s: string) => (s || '').toLowerCase().replace(/[^a-z0-9]/g, '');
+        const target = cleanStr(proofName || proofId);
+
+        // 1. Try exact code/name match
+        let match = list.find((p: any) => {
+          const pcode = cleanStr(p.code);
+          const pname = cleanStr(p.name);
+          return pcode === target || pname === target;
+        });
+
+        // 2. Try loose contains/includes match
+        if (!match) {
+          match = list.find((p: any) => {
+            const pcode = cleanStr(p.code);
+            const pname = cleanStr(p.name);
+            return pcode.includes(target) || pname.includes(target) || target.includes(pcode) || target.includes(pname);
+          });
+        }
+
+        // 3. Specific fallbacks for common keywords
+        if (!match && target.includes('voter')) {
+          match = list.find((p: any) => {
+            const name = cleanStr(p.name);
+            return name.includes('voter') || name.includes('epic');
+          });
+        }
+        if (!match && target.includes('aadhaar')) {
+          match = list.find((p: any) => cleanStr(p.name).includes('aadhaar'));
+        }
+        if (!match && target.includes('passport')) {
+          match = list.find((p: any) => cleanStr(p.name).includes('passport'));
+        }
+        if (!match && target.includes('driving')) {
+          match = list.find((p: any) => cleanStr(p.name).includes('drive') || cleanStr(p.name).includes('licen'));
+        }
+        if (!match && target.includes('pan')) {
+          match = list.find((p: any) => cleanStr(p.name).includes('pan'));
+        }
+
         return (match?.id ?? null) as number | null;
       })
     );