feat: update changes

This commit is contained in:
Anshul Rathore
2026-08-06 10:41:28 +05:30
parent a982083b14
commit 983c613b8e
21 changed files with 1189 additions and 105 deletions
@@ -0,0 +1,90 @@
<div class="fm-dialog">
<div class="fm-dialog__header" style="display: flex; align-items: center; gap: 8px;">
<mat-icon class="fm-dialog__icon">people</mat-icon>
<span style="font-weight: 500; font-size: 18px;">CHILDREN</span>
</div>
<mat-dialog-content>
<form [formGroup]="childrenForm">
<div formArrayName="children" style="margin-top: 12px; background: #fff; padding: 12px;">
@for (child of children.controls; track $index) {
<div [formGroupName]="$index"
style="position: relative; padding: 24px 16px 16px; margin-top: 16px; margin-bottom: 24px; border: 1px solid #e0e0e0; border-radius: 8px; background: #fff;">
<div class="fm-grid">
<mat-form-field appearance="outline">
<mat-label>Child Full Name*</mat-label>
<input matInput formControlName="fullName" required placeholder="Child Full Name*" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Gender*</mat-label>
<mat-select formControlName="genderId" required>
@for (g of genderIdOptions; track g.id) {
<mat-option [value]="g.id">{{ g.name }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" (click)="childDobPicker.open()">
<mat-label>Date of Birth</mat-label>
<input matInput [max]="maxDate" [matDatepicker]="childDobPicker" formControlName="dateOfBirth" />
<mat-datepicker-toggle matSuffix [for]="childDobPicker"></mat-datepicker-toggle>
<mat-datepicker #childDobPicker></mat-datepicker>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Nationality</mat-label>
<mat-select formControlName="nationality">
<mat-option value="INDIAN">Indian</mat-option>
<mat-option value="NRI">NRI</mat-option>
<mat-option value="FOREIGN_NATIONAL">Foreign National</mat-option>
<mat-option value="OTHER">Other</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Aadhaar Number (Optional)</mat-label>
<input
matInput
formControlName="aadhaarNumber"
maxlength="12"
placeholder="12-digit Aadhaar"
(keypress)="$event.charCode >= 48 && $event.charCode <= 57 ? true : $event.preventDefault()"
/>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>PAN Number (Optional)</mat-label>
<input
matInput
formControlName="panNumber"
maxlength="10"
placeholder="ABCDE1234F"
style="text-transform: uppercase"
(input)="
$any(children.at($index)).get('panNumber')
?.setValue($any($event.target).value.toUpperCase(), { emitEvent: false })
"
/>
@if (
$any(children.at($index)).get('panNumber')?.hasError('pattern') && $any(children.at($index)).get('panNumber')?.touched
) {
<mat-error>Invalid PAN format</mat-error>
}
</mat-form-field>
</div>
</div>
@if ($index < children.controls.length - 1) { <div style="border-bottom: 1px dashed #ccc; margin-bottom: 16px;">
</div>
}
}
<div style="border-bottom: 1px dashed #ccc; margin-bottom: 16px;"></div>
<button mat-stroked-button type="button" color="primary" (click)="addChild()">
<mat-icon>add</mat-icon> Add Another Child
</button>
</div>
</form>
</mat-dialog-content>
<mat-dialog-actions align="end">
<button mat-stroked-button mat-dialog-close type="button">Cancel</button>
<button mat-flat-button color="primary" type="button" [disabled]="childrenForm.invalid" (click)="submit()">
Add Member
</button>
</mat-dialog-actions>
</div>
@@ -0,0 +1,98 @@
import { Component, Inject, OnInit } from '@angular/core';
import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
import { UntypedFormBuilder, UntypedFormGroup, UntypedFormArray, Validators } from '@angular/forms';
import { MatIcon } from '@angular/material/icon';
import { MatButtonModule } from '@angular/material/button';
import { MatInputModule } from '@angular/material/input';
import { MatSelectModule } from '@angular/material/select';
import { MatDatepickerModule } from '@angular/material/datepicker';
import { MatDialogModule } from '@angular/material/dialog';
import { MatTooltipModule } from '@angular/material/tooltip';
import { ReactiveFormsModule } from '@angular/forms';
import { CommonModule } from '@angular/common';
@Component({
selector: 'cbs-client-family-member-child-dialog',
templateUrl: './client-family-member-child-dialog.component.html',
styleUrls: ['../client-family-member-dialog/client-family-member-dialog.component.scss'],
standalone: true,
imports: [
CommonModule,
ReactiveFormsModule,
MatDialogModule,
MatIcon,
MatButtonModule,
MatInputModule,
MatSelectModule,
MatDatepickerModule,
MatTooltipModule
]
})
export class ClientFamilyMemberChildDialogComponent implements OnInit {
childrenForm: UntypedFormGroup;
genderIdOptions: any[];
maxDate: Date = new Date();
constructor(
public dialogRef: MatDialogRef<ClientFamilyMemberChildDialogComponent>,
@Inject(MAT_DIALOG_DATA) public data: any,
private formBuilder: UntypedFormBuilder
) {
this.genderIdOptions = data.genderIdOptions;
this.childrenForm = this.formBuilder.group({
children: this.formBuilder.array([])
});
}
ngOnInit() {
if (this.data.children && this.data.children.length > 0) {
this.data.children.forEach((child: any) => {
this.children.push(this.formBuilder.group({
id: [child.id],
fullName: [child.fullName, Validators.required],
genderId: [child.genderId, Validators.required],
dateOfBirth: [child.dateOfBirth ? new Date(child.dateOfBirth) : ''],
nationality: [child.nationality || 'INDIAN'],
aadhaarNumber: [child.aadhaarNumber || ''],
panNumber: [child.panNumber || '', Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)]
}));
});
} else {
this.addChild();
}
}
get children(): UntypedFormArray {
return this.childrenForm.get('children') as UntypedFormArray;
}
createChildFormGroup(): UntypedFormGroup {
return this.formBuilder.group({
id: [''],
fullName: ['', Validators.required],
genderId: ['', Validators.required],
dateOfBirth: [''],
nationality: ['INDIAN'],
aadhaarNumber: [''],
panNumber: ['', Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)]
});
}
addChild(): void {
this.children.push(this.createChildFormGroup());
}
removeChild(index: number): void {
this.children.removeAt(index);
}
submit(): void {
if (this.childrenForm.valid) {
this.dialogRef.close(this.children.value);
}
}
}
@@ -139,6 +139,21 @@
<span class="fm-readonly-value">{{ familyMemberForm.get('remarks')?.value }}</span>
</div>
}
@if (isSpouse && familyMemberForm.get('children')?.value?.length > 0) {
<div class="fm-readonly-remarks">
<span class="fm-readonly-label">Children</span>
<div class="fm-children-list">
@for (child of familyMemberForm.get('children')?.value; track $index) {
<div class="fm-child-item" style="font-size: 13px; color: #555; margin-top: 4px;">
<span>{{ child.fullName }}</span>
@if (child.dateOfBirth) {
<span> · DOB: {{ child.dateOfBirth | date: 'dd MMM yyyy' }}</span>
}
</div>
}
</div>
</div>
}
}
<!-- ═══ ADD / EDIT MODE ═══ -->
@@ -447,6 +462,19 @@
<mat-label>Remarks</mat-label>
<textarea matInput formControlName="remarks" rows="2"></textarea>
</mat-form-field>
<!-- Children Section -->
@if (isSpouse) {
<div class="fm-section-label" style="margin-top: 16px;">Children</div>
<div class="fm-checkbox-row" style="display: flex; align-items: center; justify-content: space-between;">
<mat-checkbox formControlName="hasChildren">Does this family member have a child/children?</mat-checkbox>
@if (familyMemberForm.get('hasChildren')?.value) {
<button mat-stroked-button type="button" color="primary" (click)="openChildrenDialog()" style="margin-left: 16px;">
<mat-icon>edit</mat-icon> Edit Children Details ({{ children.length }})
</button>
}
</div>
}
}
</form>
</mat-dialog-content>
@@ -17,7 +17,7 @@ import {
MatDialogClose,
MatDialogContent
} from '@angular/material/dialog';
import { UntypedFormGroup, UntypedFormBuilder, Validators } from '@angular/forms';
import { UntypedFormGroup, UntypedFormBuilder, UntypedFormArray, Validators } from '@angular/forms';
import { SettingsService } from 'app/settings/settings.service';
import { Dates } from 'app/core/utils/dates';
import { ClientsService } from 'app/clients/clients.service';
@@ -58,6 +58,8 @@ export class ClientFamilyMemberDialogComponent implements OnInit {
private dialog = inject(MatDialog);
maxDate = new Date();
hasChildrenChecked = false;
familyMemberForm: UntypedFormGroup;
/** Client search */
@@ -197,6 +199,23 @@ export class ClientFamilyMemberDialogComponent implements OnInit {
// Re-fetch linked client details (profile, signature, KYC status)
this.fetchLinkedClientData(m.linkedClientId.toString());
}
if (m.children && m.children.length > 0) {
this.hasChildrenChecked = true;
this.familyMemberForm.patchValue({ hasChildren: true });
m.children.forEach((child: any) => {
this.children.push(
this.formBuilder.group({
id: [child.id],
fullName: [child.fullName, Validators.required],
genderId: [child.genderId, Validators.required],
dateOfBirth: [child.dateOfBirth ? new Date(child.dateOfBirth) : ''],
nationality: [child.nationality || 'INDIAN'],
aadhaarNumber: [child.aadhaarNumber || ''],
panNumber: [child.panNumber || '', Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)]
})
);
});
}
if (this.isViewMode) {
this.familyMemberForm.disable();
}
@@ -225,8 +244,83 @@ export class ClientFamilyMemberDialogComponent implements OnInit {
isAlive: [true],
marriageDate: [''],
marriageAuthority: [''],
linkedClientId: ['']
linkedClientId: [''],
hasChildren: [false],
children: this.formBuilder.array([])
});
this.familyMemberForm.get('hasChildren')?.valueChanges.subscribe(value => {
if (value && !this.hasChildrenChecked) {
this.openChildrenDialog();
} else if (!value) {
this.hasChildrenChecked = false;
this.children.clear();
}
});
}
get children(): UntypedFormArray {
return this.familyMemberForm.get('children') as UntypedFormArray;
}
async openChildrenDialog() {
// dynamically import the dialog to avoid circular dependency issues if any
const { ClientFamilyMemberChildDialogComponent } = await import('../client-family-member-child-dialog/client-family-member-child-dialog.component');
const dialogRef = this.dialog.open(ClientFamilyMemberChildDialogComponent, {
data: {
children: this.children.value,
genderIdOptions: this.data.options.genderIdOptions
},
width: '500px'
});
dialogRef.afterClosed().subscribe((result: any[]) => {
if (result) {
this.children.clear();
result.forEach(child => {
this.children.push(this.formBuilder.group({
id: [child.id],
fullName: [child.fullName, Validators.required],
genderId: [child.genderId, Validators.required],
dateOfBirth: [child.dateOfBirth],
nationality: [child.nationality || 'INDIAN'],
aadhaarNumber: [child.aadhaarNumber || ''],
panNumber: [child.panNumber || '', Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)]
}));
});
this.hasChildrenChecked = true;
this.familyMemberForm.patchValue({ hasChildren: true }, { emitEvent: false });
} else {
if (this.children.length === 0) {
this.hasChildrenChecked = false;
this.familyMemberForm.patchValue({ hasChildren: false }, { emitEvent: false });
}
}
});
}
createChildFormGroup(): UntypedFormGroup {
return this.formBuilder.group({
id: [''],
fullName: ['', Validators.required],
genderId: ['', Validators.required],
dateOfBirth: [''],
nationality: ['INDIAN'],
aadhaarNumber: [''],
panNumber: ['', Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)]
});
}
addChild(): void {
this.children.push(this.createChildFormGroup());
}
removeChild(index: number): void {
this.children.removeAt(index);
if (this.children.length === 0) {
this.familyMemberForm.patchValue({ hasChildren: false });
}
}
/** Handle marriage certificate file selection */
@@ -481,6 +575,25 @@ export class ClientFamilyMemberDialogComponent implements OnInit {
member._linkedClient = this.selectedClient;
}
// Format children dates
if (this.isSpouse && member.children && member.children.length > 0) {
member.children = member.children.map((child: any) => {
const c = { ...child };
if (c.dateOfBirth instanceof Date) {
c.dateOfBirth = this.dateUtils.formatDate(c.dateOfBirth, dateFormat);
} else if (!c.dateOfBirth) {
delete c.dateOfBirth;
}
if (c.panNumber) {
c.panNumber = c.panNumber.toUpperCase();
}
return c;
});
} else {
delete member.children;
}
delete member.hasChildren;
// Attach marriage certificate file if present
if (this.marriageCertFile) {
member._marriageCertFile = this.marriageCertFile;
@@ -144,7 +144,8 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
kycDocumentName: 'KYC Document Type',
kycDocumentNumber: 'KYC Document Number',
amlCheckStatus: 'AML Check Status',
bannedEntityMatch: 'Banned Entity List Match'
bannedEntityMatch: 'Banned Entity List Match',
remarks: 'Reason for Re-edit'
};
/** Names every currently-invalid `kycForm` control (required-but-empty, or an entered value
@@ -415,8 +416,8 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
aadhaarNumber: [
'',
[
Validators.pattern(/^\d{12}$/),
Validators.maxLength(12)
Validators.pattern(/^(\d{12}|[X•*\s\d]{12,14})$/),
Validators.maxLength(14)
]
],
panAadhaarSeedingStatus: [''],
@@ -890,6 +891,14 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
form15Type: data.form15Type || '15G',
form15FY: data.form15FY || ''
});
// Set remarks as required if KYC is verified
if (this.isKycVerified) {
this.kycForm.get('remarks')?.setValidators(Validators.required);
this.kycForm.get('remarks')?.updateValueAndValidity();
this.kycForm.get('remarks')?.markAsTouched(); // Force red underline so user knows it's blocking
}
// Sync chip-picker selection with the prefilled document name
if (data.kycDocumentName) {
this.selectedKycDoc = this.kycDocProofs.find((p) => p.name === data.kycDocumentName) || null;