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feat: KYC re-verify UX, family/nominee tab gating, savings dialogs, cfcfrms shell

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- KYC tab: fix Verify (PAN) and Send OTP (Aadhaar) being disabled in edit mode;
  unmask Aadhaar input and show on-file masked value as hint; resolve kycId
  from id/kycId/resourceId fallbacks.
- Client stepper/view: add familyAllowed / nomineeAllowed predicates +
  CanActivate route guards. Family tab hidden for non-individuals, Nominee
  tab hidden for non-proprietor entities. Family-members step accepts a
  nomineeOnly input for proprietorship clients. Add/Edit/Delete buttons
  inside family-members and nominee tabs gated by canAdd.
- cfcfrms: add cfcfrms-shell wrapper, restyle complaint/fraud/mule/escalate
  pages and dashboard.
- Savings: identity-verify and transaction-confirm dialogs, manage / activate
  / add-charge flows, account preview styling.
- Tasks, core shell, account-nominees, icons: minor style and behaviour
  updates.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Aditya
2026-05-21 18:49:43 +05:30
co-authored by Claude Opus 4.7
parent bf3e26a0d0
commit b149fef72e
99 changed files with 8575 additions and 2574 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/app/clients/clients-view/family-members-tab/family-members-tab.component.html
+26 -17
View File
@@ -14,9 +14,11 @@
<h3 class="nom-header__title">Family Members</h3>
<span class="nom-header__badge">{{ familyMembers.length }}</span>
</div>
<button mat-flat-button color="primary" class="nom-header__btn" (click)="addFamilyMember()">
<mat-icon>add</mat-icon> Add Member
</button>
@if (canAdd) {
<button mat-flat-button color="primary" class="nom-header__btn" (click)="addFamilyMember()">
<mat-icon>add</mat-icon> Add Member
</button>
}
</div>
@if (familyMembers.length === 0) {
@@ -44,21 +46,28 @@
</mat-panel-description>
</mat-expansion-panel-header>
<div class="nom-actions">
<div class="nom-actions__buttons">
<button mat-stroked-button color="primary" class="nom-actions__edit" (click)="editFamilyMember(member, i)">
<fa-icon icon="edit" class="m-r-10"></fa-icon> Edit
</button>
<button
mat-stroked-button
color="warn"
class="nom-actions__delete"
(click)="deleteMember(member, 'Family Member')"
>
<fa-icon icon="trash" class="m-r-10"></fa-icon> Delete
</button>
@if (canAdd) {
<div class="nom-actions">
<div class="nom-actions__buttons">
<button
mat-stroked-button
color="primary"
class="nom-actions__edit"
(click)="editFamilyMember(member, i)"
>
<fa-icon icon="edit" class="m-r-10"></fa-icon> Edit
</button>
<button
mat-stroked-button
color="warn"
class="nom-actions__delete"
(click)="deleteMember(member, 'Family Member')"
>
<fa-icon icon="trash" class="m-r-10"></fa-icon> Delete
</button>
</div>
</div>
</div>
}
<div class="nom-grid">
@if (member.firstName) {
src/app/clients/clients-view/family-members-tab/family-members-tab.component.ts
+27 -2
View File
@@ -21,6 +21,7 @@ import { ClientsService } from '../../clients.service';
import { TranslateService } from '@ngx-translate/core';
import { SettingsService } from 'app/settings/settings.service';
import { Dates } from 'app/core/utils/dates';
import { familyAllowed } from '../../utils/client-rules';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { MatIcon } from '@angular/material/icon';
@@ -71,6 +72,12 @@ export class FamilyMembersTabComponent {
clientId: string;
/** Family member template options */
familyMemberOptions: any;
/**
* Defensive flag — the route guard already blocks unauthorised clients, but
* we re-check here so that if the component is somehow reachable via direct
* link or stale state, the Add / Edit buttons stay hidden.
*/
canAdd = false;
constructor() {
this.route.data.subscribe((data: { clientFamilyMembers: any }) => {
@@ -80,6 +87,17 @@ export class FamilyMembersTabComponent {
// so the clientId param lives two levels up, not one.
this.clientId =
this.route.parent?.parent?.snapshot.params['clientId'] || this.route.parent?.snapshot.params['clientId'];
if (this.clientId) {
this.clientsService.getClientData(this.clientId).subscribe({
next: (client: any) => {
const constitutionLabel = client?.clientNonPersonDetails?.constitution?.name || '';
this.canAdd = familyAllowed(client?.legalForm?.id, constitutionLabel);
},
error: () => {
this.canAdd = false;
}
});
}
}
/** Family members (non-nominee entries) */
@@ -116,6 +134,7 @@ export class FamilyMembersTabComponent {
}
addFamilyMember() {
if (!this.canAdd) return;
this.ensureTemplateLoaded().then(() => {
const dialogRef = this.dialog.open(ClientFamilyMemberDialogComponent, {
width: '640px',
@@ -124,7 +143,10 @@ export class FamilyMembersTabComponent {
data: {
context: 'Add',
options: this.familyMemberOptions,
existingMembers: this.familyMembers
existingMembers: this.familyMembers,
// Pass the host client's id so the dialog's self-add guard can
// filter the search results and refuse self-link attempts.
hostClientId: this.clientId
}
});
dialogRef.afterClosed().subscribe((response: any) => {
@@ -139,6 +161,7 @@ export class FamilyMembersTabComponent {
}
editFamilyMember(member: any, _index: number) {
if (!this.canAdd) return;
this.ensureTemplateLoaded().then(() => {
const dialogRef = this.dialog.open(ClientFamilyMemberDialogComponent, {
width: '640px',
@@ -148,7 +171,8 @@ export class FamilyMembersTabComponent {
context: 'Edit',
options: this.familyMemberOptions,
member,
existingMembers: this.familyMembers
existingMembers: this.familyMembers,
hostClientId: this.clientId
}
});
dialogRef.afterClosed().subscribe((response: any) => {
@@ -226,6 +250,7 @@ export class FamilyMembersTabComponent {
// ═══ Common ═══
deleteMember(member: any, label: string) {
if (!this.canAdd) return;
const realIndex = this.clientFamilyMembers.indexOf(member);
const deleteFamilyMemberDialogRef = this.dialog.open(DeleteDialogComponent, {
data: { deleteContext: `${label} ${member.firstName || ''}` }