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

- 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
@@ -13,6 +13,7 @@ import { MatDialog } from '@angular/material/dialog';
/** Custom Dialogs */
import { DeleteDialogComponent } from 'app/shared/delete-dialog/delete-dialog.component';
import { SuccessDialogComponent } from 'app/shared/success-dialog/success-dialog.component';
import { CalculateInterestDialogComponent } from './custom-dialogs/calculate-interest-dialog/calculate-interest-dialog.component';
import { PostInterestDialogComponent } from './custom-dialogs/post-interest-dialog/post-interest-dialog.component';
import { ToggleWithholdTaxDialogComponent } from './custom-dialogs/toggle-withhold-tax-dialog/toggle-withhold-tax-dialog.component';
@@ -26,14 +27,6 @@ import { TranslateService } from '@ngx-translate/core';
/** Environment Configuration */
import { environment } from '../../../environments/environment';
import {
MatCard,
MatCardHeader,
MatCardTitleGroup,
MatCardMdImage,
MatCardTitle,
MatCardContent
} from '@angular/material/card';
import { MatTooltip } from '@angular/material/tooltip';
import { NgClass, CurrencyPipe } from '@angular/common';
import { LongTextComponent } from '../../shared/long-text/long-text.component';
@@ -48,6 +41,9 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
* Savings Account View Component
*
* Nexora redesign: gradient hero card with balance KPIs + pill-style tab
* navigation. No more `mat-card` chrome — pure custom layout.
*/
@Component({
selector: 'mifosx-savings-account-view',
@@ -55,11 +51,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
styleUrls: ['./savings-account-view.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatCardHeader,
MatCardTitleGroup,
MatCardMdImage,
MatTooltip,
MatCardTitle,
NgClass,
LongTextComponent,
AccountNumberComponent,
@@ -97,6 +89,87 @@ export class SavingsAccountViewComponent implements OnInit {
isActive = false;
currency: Currency;
/**
* Categorisation map used by the action menu — every action name is
* bucketed into one of: 'transact' (cash movement), 'block' (restrict
* access), 'interest' (interest postings), 'admin' (approvals, charges,
* staff), 'danger' (close / reject / delete). Drives the section split
* and the colour of each icon.
*/
private readonly ACTION_KIND: Record<string, 'transact' | 'block' | 'interest' | 'admin' | 'danger'> = {
Deposit: 'transact',
Withdrawal: 'transact',
'Hold Amount': 'transact',
'Transfer Funds': 'transact',
'Interbank Transfer': 'transact',
'Block Deposit': 'block',
'Unblock Deposit': 'block',
'Block Withdrawal': 'block',
'Unblock Withdrawal': 'block',
'Block Account': 'block',
'Unblock Account': 'block',
'Calculate Interest': 'interest',
'Post Interest': 'interest',
'Post Interest As On': 'interest',
'Enable Withhold Tax': 'interest',
'Disable Withhold Tax': 'interest',
'Add Charge': 'admin',
'Apply Annual Fees': 'admin',
'Modify Application': 'admin',
'Assign Staff': 'admin',
'Unassign Staff': 'admin',
Approve: 'admin',
Activate: 'admin',
'Undo Approval': 'admin',
Close: 'danger',
Reject: 'danger',
Delete: 'danger',
'Withdrawn by Client': 'danger'
};
/** Lightweight icon fallback for actions whose buttonConfig doesn't
* carry an icon (the `options` sub-menu items historically didn't). */
private readonly ACTION_ICON: Record<string, string> = {
Deposit: 'arrow-down',
Withdrawal: 'arrow-up',
'Hold Amount': 'pause',
'Transfer Funds': 'exchange-alt',
'Interbank Transfer': 'random',
'Block Deposit': 'lock',
'Unblock Deposit': 'lock-open',
'Block Withdrawal': 'lock',
'Unblock Withdrawal': 'lock-open',
'Block Account': 'lock',
'Unblock Account': 'lock-open',
'Calculate Interest': 'calculator',
'Post Interest': 'percentage',
'Post Interest As On': 'calendar-day',
'Enable Withhold Tax': 'percentage',
'Disable Withhold Tax': 'percentage',
'Add Charge': 'plus-circle',
'Apply Annual Fees': 'receipt',
'Modify Application': 'edit',
'Assign Staff': 'user-plus',
'Unassign Staff': 'user-slash',
Approve: 'check-circle',
Activate: 'check',
'Undo Approval': 'undo',
Close: 'times-circle',
Reject: 'ban',
Delete: 'trash',
'Withdrawn by Client': 'user-slash'
};
/** Returns the colour kind for a given action name (used to tint the
* icon and hover state in the dropdown). */
kindOf(name: string): 'transact' | 'block' | 'interest' | 'admin' | 'danger' {
return this.ACTION_KIND[name] ?? 'admin';
}
iconOf(name: string, fallback?: string): string {
return this.ACTION_ICON[name] ?? fallback ?? 'circle';
}
/**
* Fetches savings account data from `resolve`
* @param {ActivatedRoute} route Activated Route
@@ -373,9 +446,33 @@ export class SavingsAccountViewComponent implements OnInit {
unblockSavingsAccountDialogRef.afterClosed().subscribe((response: { confirm: any }) => {
if (response.confirm) {
this.savingsService.executeSavingsAccountCommand(this.savingsAccountData.id, command, {}).subscribe(() => {
this.reload();
this.showUnblockSuccess(action);
});
}
});
}
/**
* Pops the shared success dialog with copy tuned to the unblock variant
* the cashier just performed, then reloads the savings view so the
* account substatus shows as unblocked.
*/
private showUnblockSuccess(action: string): void {
let title = 'Account Unblocked Successfully';
let message = 'Account activity has been restored.';
if (action === 'Unblock Deposit') {
title = 'Deposits Unblocked Successfully';
message = 'Incoming credits to this savings account are accepted again.';
} else if (action === 'Unblock Withdrawal') {
title = 'Withdrawals Unblocked Successfully';
message = 'Outgoing debits from this savings account are accepted again.';
}
const ref = this.dialog.open(SuccessDialogComponent, {
width: '420px',
maxWidth: '92vw',
autoFocus: false,
data: { title, message, buttonLabel: 'Done' }
});
ref.afterClosed().subscribe(() => this.reload());
}
}