feat: add database export, welcome kit dialog, and DIP/sanctions updates
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
This commit is contained in:
Claude Opus 5
@@ -168,58 +168,78 @@
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<div class="cv-cell__value">{{ clientViewData.occupation.name }}</div>
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</div>
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}
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@if (clientViewData.mobileNo && clientViewData.dipVerified !== null) {
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<!--
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dipLiveStatus reflects the LATEST lookup, not the flag frozen at onboarding. A customer
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cleared when they joined can have their number reported for fraud or reassigned later —
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this cell has to show that, otherwise the page keeps claiming "Verified" indefinitely.
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-->
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@if (clientViewData.mobileNo && (clientViewData.dipVerified !== null || clientViewData.dipLiveStatus)) {
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<div class="cv-cell">
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<div class="cv-cell__label">DIP Status</div>
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<div class="cv-cell__value">
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<span
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class="cv-badge"
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[class.cv-badge--green]="
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clientViewData.dipVerified === true ||
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clientViewData.dipVerified === 'true' ||
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clientViewData.dipVerified === 1
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"
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[class.cv-badge--yellow]="
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clientViewData.dipVerified !== true &&
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clientViewData.dipVerified !== 'true' &&
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clientViewData.dipVerified !== 1
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"
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[class.cv-badge--red]="isDipFlagged(clientViewData.dipLiveStatus)"
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[class.cv-badge--green]="!isDipFlagged(clientViewData.dipLiveStatus) && isDipClear(clientViewData)"
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[class.cv-badge--yellow]="!isDipFlagged(clientViewData.dipLiveStatus) && !isDipClear(clientViewData)"
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>
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{{
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clientViewData.dipVerified === true ||
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clientViewData.dipVerified === 'true' ||
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clientViewData.dipVerified === 1
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? 'Verified'
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: 'Pending'
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}}
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{{ dipStatusLabel(clientViewData) }}
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</span>
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</div>
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</div>
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}
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@if (clientViewData.nameVerified !== null) {
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@if (isDipFlagged(clientViewData.dipLiveStatus)) {
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<div class="cv-cell cv-cell--full">
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<div class="dip-alert">
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<fa-icon icon="exclamation-triangle" class="dip-alert__icon"></fa-icon>
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<div>
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<strong>This mobile number is flagged on the DoT Digital Intelligence Platform.</strong>
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<div class="dip-alert__detail">
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OTPs and SMS alerts to this number are blocked. Contact the customer through an alternate channel and
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obtain a new number. Account operations are not restricted.
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</div>
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</div>
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</div>
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</div>
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}
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<!--
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A frozen customer must be obvious the moment anyone opens them, not something a teller
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discovers when a withdrawal is refused at the counter.
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-->
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@if (clientViewData.sanctionsAlertStatus === 'CONFIRMED_MATCH') {
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<div class="cv-cell cv-cell--full">
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<div class="dip-alert">
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<fa-icon icon="ban" class="dip-alert__icon"></fa-icon>
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<div>
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<strong>Confirmed UN Security Council sanctions match — accounts frozen.</strong>
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<div class="dip-alert__detail">
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Debits are blocked on this customer's deposit accounts and lending is barred. Do not discuss the
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reason with the customer. See Reports → Sanctions Screening & Alerts.
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</div>
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</div>
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</div>
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</div>
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}
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<!--
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Driven by sanctionsAlertStatus (the live alert) rather than nameVerified, which records
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the outcome at onboarding and never changes. A client confirmed against the UNSC list and
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frozen afterwards was still reading "Clear" here — the single worst place to be wrong,
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since this header is what anyone opening the customer sees first.
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-->
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@if (clientViewData.nameVerified !== null || clientViewData.sanctionsAlertStatus) {
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<div class="cv-cell">
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<div class="cv-cell__label">Sanctions Screening</div>
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<div class="cv-cell__value">
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<span
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class="cv-badge"
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[class.cv-badge--green]="
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clientViewData.nameVerified === true ||
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clientViewData.nameVerified === 'true' ||
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clientViewData.nameVerified === 1
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"
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[class.cv-badge--red]="
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clientViewData.nameVerified === false ||
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clientViewData.nameVerified === 'false' ||
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clientViewData.nameVerified === 0
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[class.cv-badge--green]="!clientViewData.sanctionsAlertStatus && isNameCleared(clientViewData)"
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[class.cv-badge--yellow]="
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clientViewData.sanctionsAlertStatus === 'PENDING_REVIEW' ||
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(!clientViewData.sanctionsAlertStatus && !isNameCleared(clientViewData))
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"
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[class.cv-badge--red]="clientViewData.sanctionsAlertStatus === 'CONFIRMED_MATCH'"
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>
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{{
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clientViewData.nameVerified === true ||
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clientViewData.nameVerified === 'true' ||
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clientViewData.nameVerified === 1
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? 'Clear'
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: 'Pending'
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}}
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{{ sanctionsHeaderLabel(clientViewData) }}
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</span>
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</div>
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</div>
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@@ -410,9 +430,11 @@
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<button mat-menu-item (click)="doAction('Add Charge')" *mifosxHasPermission="'CREATE_CLIENTCHARGE'">
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{{ 'labels.buttons.Add Charge' | translate }}
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</button>
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<button mat-menu-item (click)="doAction('Welcome Kit')" *mifosxHasPermission="'READ_WELCOMEKIT'">
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Welcome Kit
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</button>
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@if (isActive()) {
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<button mat-menu-item (click)="doAction('Welcome Kit')" *mifosxHasPermission="'READ_WELCOMEKIT'">
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Welcome Kit
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</button>
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}
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<button mat-menu-item (click)="doAction('Create Collateral')">
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{{ 'labels.buttons.Create Collateral' | translate }}
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</button>
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