feat: non-individual entity UI improvements — hide individual-only sections, fix legal form display, send extended fields to API

- Hide Family Members tab/section for non-individual entities in client view, create flow, and preview
- Hide Financial & Classification section for non-individual entities in personal data and preview
- Fix legal form column in clients list — fetch legalForm from client API for correct display
- Add person/business icon before client name in list rows
- Remove unsupportedNpd filter — send authorizedSignatory, additionalInfo, dateOfRegistration to API
- Add registration number format hint (mat-hint) based on constitution type
- Add spacing between verification row and constitution type dropdowns
- Reduce table cell padding and prevent action buttons from being clipped
- Add missing MPL-2.0 license headers

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Aditya
2026-04-04 15:10:51 +05:30
co-authored by Claude Opus 4.6
parent ab01111424
commit b890d24bb7
522 changed files with 51991 additions and 21885 deletions
@@ -1,65 +1,808 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="mat-typography" [formGroup]="kycForm">
<div class="step-header">
<div class="step-header__left">
<fa-icon icon="id-card" class="step-header__icon"></fa-icon>
<div>
<h3 class="step-header__title">KYC &amp; Documents</h3>
<p class="step-header__sub">RBI-compliant KYC verification — PAN, Aadhaar &amp; document upload.</p>
</div>
</div>
</div>
<!-- ═══ SECTION: KYC Verification ═══ -->
<div class="section-block">
<h4 class="section-title">
<fa-icon icon="fingerprint" class="section-icon"></fa-icon>
{{ 'labels.inputs.KYC Verification' | translate }}
KYC Verification
<span class="kyc-badge">KYC</span>
</h4>
<div class="kyc-info-hint">
<mat-icon class="kyc-info-hint-icon">info</mat-icon>
<span>Verification (PAN, Aadhaar, GSTIN) will be available from the KYC tab after the client is created.</span>
<div class="form-grid">
<!-- ══ INDIVIDUAL KYC ══ -->
@if (!isNonIndividual) {
<div class="form-field checkbox-field full-width">
<mat-checkbox formControlName="hasPan">Client has PAN Card</mat-checkbox>
</div>
<!-- Individual PAN with inline verify -->
@if (kycForm.get('hasPan')?.value) {
<div class="form-field verify-field">
<mat-form-field appearance="outline" class="verify-input">
<mat-label>PAN Number</mat-label>
<span matPrefix class="field-prefix-icon"><mat-icon>credit_card</mat-icon></span>
<input matInput formControlName="panNumber" placeholder="e.g. ABCDE1234F"
maxlength="10" style="text-transform: uppercase"
(input)="kycForm.get('panNumber')?.setValue($any($event.target).value.toUpperCase(), { emitEvent: false })" />
@if (kycForm.get('panNumber')?.hasError('pattern') && kycForm.get('panNumber')?.touched) {
<mat-error>Invalid PAN format</mat-error>
}
@if (panVerifyStatus === 'VERIFIED') {
<mat-icon matSuffix class="verify-icon-ok">check_circle</mat-icon>
}
@if (panVerifyStatus === 'FAILED') {
<mat-icon matSuffix class="verify-icon-fail">cancel</mat-icon>
}
<mat-hint>Format: ABCDE1234F</mat-hint>
</mat-form-field>
<div class="verify-action">
@if (panVerifyStatus === 'NONE' || panVerifyStatus === 'FAILED') {
<button mat-raised-button color="primary" type="button" class="verify-btn-inline"
[disabled]="readOnly || !kycForm.get('panNumber')?.value || kycForm.get('panNumber')?.invalid || panVerifying"
(click)="verifyPan()">
@if (panVerifying) {
<mat-progress-spinner diameter="16" mode="indeterminate"></mat-progress-spinner>
} @else {
<fa-icon icon="shield-alt"></fa-icon> Verify PAN
}
</button>
}
@if (panVerifyStatus === 'VERIFIED') {
<span class="verify-chip verified"><fa-icon icon="check-circle"></fa-icon> Verified</span>
}
</div>
</div>
@if (panVerifyStatus === 'VERIFIED') {
<div class="pan-result-card full-width">
<div class="pan-result-header">
<fa-icon icon="check-circle" class="pan-result-ok-icon"></fa-icon>
<span>PAN Verified Successfully</span>
</div>
<div class="pan-result-body">
<div class="pan-result-row">
<span class="pan-result-label">Full Name (as per PAN)</span>
<span class="pan-result-value name">{{ panVerifyName }}</span>
</div>
<div class="pan-result-row">
<span class="pan-result-label">PAN–Aadhaar Link Status</span>
<span class="pan-result-value" [class.seeded]="panAadhaarSeedingStatus?.toUpperCase() === 'Y'" [class.not-seeded]="panAadhaarSeedingStatus?.toUpperCase() === 'N'">
@if (panAadhaarSeedingStatus?.toUpperCase() === 'Y') { Linked }
@else if (panAadhaarSeedingStatus?.toUpperCase() === 'N') { Not Linked }
@else { — }
</span>
</div>
<div class="pan-result-row">
<span class="pan-result-label">Verified On</span>
<span class="pan-result-value date">{{ panVerifiedOn }}</span>
</div>
</div>
</div>
}
}
<!-- Aadhaar with independent verify (Individual only) -->
<div class="form-field verify-field">
<mat-form-field appearance="outline" class="verify-input">
<mat-label>Aadhaar Number</mat-label>
<span matPrefix class="field-prefix-icon"><mat-icon>fingerprint</mat-icon></span>
<input matInput formControlName="aadhaarNumber" placeholder="12-digit Aadhaar"
maxlength="12" [type]="aadhaarVisible ? 'text' : 'password'" [readonly]="aadhaarOtpSent"
(keypress)="$event.charCode >= 48 && $event.charCode <= 57 ? true : $event.preventDefault()" />
<button mat-icon-button matSuffix type="button" (click)="aadhaarVisible = !aadhaarVisible" class="toggle-vis-btn">
<fa-icon [icon]="aadhaarVisible ? 'eye-slash' : 'eye'"></fa-icon>
</button>
@if (kycForm.get('aadhaarNumber')?.hasError('pattern') && kycForm.get('aadhaarNumber')?.touched) {
<mat-error>Must be 12 digits</mat-error>
}
@if (aadhaarVerifyStatus === 'VERIFIED') {
<mat-icon matSuffix class="verify-icon-ok">check_circle</mat-icon>
}
</mat-form-field>
<div class="verify-action">
@if ((aadhaarVerifyStatus === 'NONE' || aadhaarVerifyStatus === 'FAILED') && !aadhaarOtpSent) {
<button mat-raised-button color="primary" type="button" class="verify-btn-inline"
[disabled]="readOnly || !kycForm.get('aadhaarNumber')?.value || kycForm.get('aadhaarNumber')?.invalid || aadhaarVerifying"
(click)="sendAadhaarOtp()">
@if (aadhaarVerifying) {
<mat-progress-spinner diameter="16" mode="indeterminate"></mat-progress-spinner>
} @else {
<fa-icon icon="shield-alt"></fa-icon> Verify Aadhaar
}
</button>
}
@if (aadhaarVerifyStatus === 'VERIFIED') {
<span class="verify-chip verified"><fa-icon icon="check-circle"></fa-icon> Verified</span>
}
</div>
</div>
<!-- Aadhaar OTP Section -->
@if (aadhaarOtpSent && aadhaarVerifyStatus !== 'VERIFIED') {
<div class="otp-card full-width">
<div class="otp-card__header">
<div class="otp-card__header-icon">
<mat-icon>verified_user</mat-icon>
</div>
<div class="otp-card__header-text">
<span class="otp-card__title">Aadhaar OTP Verification</span>
<span class="otp-card__subtitle">A 6-digit OTP has been sent to the Aadhaar-linked mobile number</span>
</div>
</div>
<div class="otp-card__body">
<label class="otp-card__label">Enter OTP</label>
<div class="otp-digits" (paste)="onOtpPaste($event)">
@for (digit of otpDigits; track $index) {
<input type="text" inputmode="numeric" maxlength="1"
class="otp-digit-box" [class.filled]="digit"
[value]="digit"
(input)="onOtpDigitInput($index, $event)"
(keydown)="onOtpKeydown($index, $event)"
autocomplete="one-time-code" />
}
</div>
<div class="otp-card__actions">
<button mat-flat-button color="primary" type="button" class="otp-card__verify-btn"
[disabled]="readOnly || aadhaarOtp.length < 6 || aadhaarOtpVerifying"
(click)="verifyAadhaarOtp()">
@if (aadhaarOtpVerifying) {
<mat-progress-spinner diameter="16" mode="indeterminate" class="otp-spinner"></mat-progress-spinner>
Verifying...
} @else {
<fa-icon icon="check-circle" class="otp-btn-icon"></fa-icon>
Verify OTP
}
</button>
<div class="otp-card__resend">
@if (resendCountdown > 0) {
<span class="otp-card__countdown">
Resend in <strong>00:{{ resendCountdown.toString().padStart(2, '0') }}</strong>
</span>
} @else {
<span class="otp-card__resend-text">Didn't receive the code?</span>
<button mat-button type="button" class="otp-card__resend-btn"
[disabled]="readOnly || aadhaarVerifying" (click)="sendAadhaarOtp()">
Resend OTP
</button>
}
</div>
</div>
</div>
</div>
}
@if (aadhaarVerifyError) {
<div class="verify-error full-width"><fa-icon icon="exclamation-circle"></fa-icon> {{ aadhaarVerifyError }}</div>
}
@if (aadhaarVerifyStatus === 'VERIFIED' && aadhaarVerifyName) {
<div class="aadhaar-result-card full-width">
<div class="aadhaar-result-card__header">
<fa-icon icon="check-circle" class="aadhaar-result-card__icon"></fa-icon>
<span>Aadhaar Verified Successfully</span>
</div>
<div class="aadhaar-result-card__body">
<span class="aadhaar-result-card__label">Name as per Aadhaar</span>
<span class="aadhaar-result-card__name">{{ aadhaarVerifyName }}</span>
</div>
</div>
}
<!-- PAN-Aadhaar Seeding Status -->
@if (kycForm.get('hasPan')?.value && panAadhaarSeedingStatus) {
<div class="form-field pan-link-status full-width">
<div class="pan-link-box" [class.linked]="panAadhaarSeedingStatus === 'Y'" [class.not-linked]="panAadhaarSeedingStatus === 'N'" [class.exempt]="panAadhaarSeedingStatus === 'E'">
<fa-icon icon="link" class="pan-link-icon"></fa-icon>
<div class="pan-link-info">
<span class="pan-link-label">PAN–Aadhaar Link Status</span>
<span class="pan-link-value">
@if (panAadhaarSeedingStatus === 'Y') { Linked (Seeded) }
@if (panAadhaarSeedingStatus === 'N') { Not Linked }
@if (panAadhaarSeedingStatus === 'E') { Exempt }
</span>
</div>
<span class="pan-link-hint">As per Income Tax Portal — Section 139AA</span>
</div>
</div>
}
}
<!-- ══ NON-INDIVIDUAL KYC ══ -->
@if (isNonIndividual) {
<!-- Incorporation Date -->
<mat-form-field appearance="outline" class="form-field" (click)="incorpDatePicker.open()">
<mat-label>Incorporation Date</mat-label>
<span matPrefix class="field-prefix-icon"><mat-icon>calendar_today</mat-icon></span>
<input matInput [max]="today" [matDatepicker]="incorpDatePicker" formControlName="incorporationDate" />
<mat-datepicker-toggle matSuffix [for]="incorpDatePicker"></mat-datepicker-toggle>
<mat-datepicker #incorpDatePicker></mat-datepicker>
</mat-form-field>
<!-- GSTIN (all non-individual) -->
<mat-form-field appearance="outline" class="form-field">
<mat-label>GSTIN Number</mat-label>
<input matInput formControlName="gstinNumber" placeholder="15-character GSTIN"
maxlength="15" style="text-transform: uppercase"
(input)="kycForm.get('gstinNumber')?.setValue($any($event.target).value.toUpperCase(), { emitEvent: false })" />
@if (kycForm.get('gstinNumber')?.hasError('pattern') && kycForm.get('gstinNumber')?.touched) {
<mat-error>Invalid GSTIN format (e.g. 22AAAAA0000A1Z5)</mat-error>
}
</mat-form-field>
<!-- PAN — Proprietorship uses Individual PAN, others use Enterprise PAN -->
@if (constitutionMeta?.value === 'PROPRIETORSHIP') {
<!-- Proprietorship: Individual PAN (proprietor's personal PAN) -->
<div class="form-field verify-field">
<mat-form-field appearance="outline" class="verify-input">
<mat-label>PAN of Proprietor</mat-label>
<span matPrefix class="field-prefix-icon"><mat-icon>credit_card</mat-icon></span>
<input matInput formControlName="panNumber" placeholder="e.g. ABCDE1234F"
maxlength="10" style="text-transform: uppercase"
(input)="kycForm.get('panNumber')?.setValue($any($event.target).value.toUpperCase(), { emitEvent: false })" />
@if (kycForm.get('panNumber')?.hasError('pattern') && kycForm.get('panNumber')?.touched) {
<mat-error>Invalid PAN format</mat-error>
}
@if (panVerifyStatus === 'VERIFIED') {
<mat-icon matSuffix class="verify-icon-ok">check_circle</mat-icon>
}
@if (panVerifyStatus === 'FAILED') {
<mat-icon matSuffix class="verify-icon-fail">cancel</mat-icon>
}
<mat-hint>PAN of Proprietor (no separate entity PAN needed)</mat-hint>
</mat-form-field>
<div class="verify-action">
@if (panVerifyStatus === 'NONE' || panVerifyStatus === 'FAILED') {
<button mat-raised-button color="primary" type="button" class="verify-btn-inline"
[disabled]="readOnly || !kycForm.get('panNumber')?.value || kycForm.get('panNumber')?.invalid || panVerifying || !clientId"
(click)="verifyPan()">
@if (panVerifying) {
<mat-progress-spinner diameter="16" mode="indeterminate"></mat-progress-spinner>
} @else {
<fa-icon icon="shield-alt"></fa-icon> Verify PAN
}
</button>
}
@if (panVerifyStatus === 'VERIFIED') {
<span class="verify-chip verified"><fa-icon icon="check-circle"></fa-icon> Verified</span>
}
</div>
</div>
@if (panVerifyStatus === 'VERIFIED') {
<div class="pan-result-card full-width">
<div class="pan-result-header">
<fa-icon icon="check-circle" class="pan-result-ok-icon"></fa-icon>
<span>PAN Verified Successfully</span>
</div>
<div class="pan-result-body">
<div class="pan-result-row">
<span class="pan-result-label">Proprietor Name (as per PAN)</span>
<span class="pan-result-value name">{{ panVerifyName }}</span>
</div>
<div class="pan-result-row">
<span class="pan-result-label">Verified On</span>
<span class="pan-result-value date">{{ panVerifiedOn }}</span>
</div>
</div>
</div>
}
} @else {
<!-- Non-Proprietorship: Enterprise/Company PAN -->
<div class="form-field verify-field">
<mat-form-field appearance="outline" class="verify-input">
<mat-label>{{ constitutionMeta?.panLabel || 'PAN of Entity' }}</mat-label>
<span matPrefix class="field-prefix-icon"><mat-icon>credit_card</mat-icon></span>
<input matInput formControlName="enterprisePan" placeholder="e.g. ABCDE1234F"
maxlength="10" style="text-transform: uppercase"
(input)="kycForm.get('enterprisePan')?.setValue($any($event.target).value.toUpperCase(), { emitEvent: false })" />
@if (kycForm.get('enterprisePan')?.hasError('pattern') && kycForm.get('enterprisePan')?.touched) {
<mat-error>Invalid PAN format</mat-error>
}
@if (entPanVerifyStatus === 'VERIFIED') {
<mat-icon matSuffix class="verify-icon-ok">check_circle</mat-icon>
}
@if (entPanVerifyStatus === 'FAILED') {
<mat-icon matSuffix class="verify-icon-fail">cancel</mat-icon>
}
<mat-hint>{{ constitutionMeta?.panHint || 'PAN mandatory' }}</mat-hint>
</mat-form-field>
<div class="verify-action">
@if (entPanVerifyStatus === 'NONE' || entPanVerifyStatus === 'FAILED') {
<button mat-raised-button color="primary" type="button" class="verify-btn-inline"
[disabled]="readOnly || !kycForm.get('enterprisePan')?.value || kycForm.get('enterprisePan')?.invalid || entPanVerifying || !clientId"
(click)="verifyEnterprisePan()">
@if (entPanVerifying) {
<mat-progress-spinner diameter="16" mode="indeterminate"></mat-progress-spinner>
} @else {
<fa-icon icon="shield-alt"></fa-icon> Verify PAN
}
</button>
}
@if (entPanVerifyStatus === 'VERIFIED') {
<span class="verify-chip verified"><fa-icon icon="check-circle"></fa-icon> Verified</span>
}
</div>
</div>
@if (entPanVerifyStatus === 'VERIFIED') {
<div class="pan-result-card full-width">
<div class="pan-result-header">
<fa-icon icon="check-circle" class="pan-result-ok-icon"></fa-icon>
<span>Enterprise PAN Verified</span>
</div>
<div class="pan-result-body">
<div class="pan-result-row">
<span class="pan-result-label">Entity Name (as per PAN)</span>
<span class="pan-result-value name">{{ entPanVerifyName }}</span>
</div>
<div class="pan-result-row">
<span class="pan-result-label">Verified On</span>
<span class="pan-result-value date">{{ entPanVerifiedOn }}</span>
</div>
</div>
</div>
}
}
<!-- CIN (Companies & LLP only) -->
@if (constitutionMeta?.showCin) {
<div class="form-field verify-field">
<mat-form-field appearance="outline" class="verify-input">
<mat-label>CIN (Corporate Identity Number)</mat-label>
<span matPrefix class="field-prefix-icon"><mat-icon>business</mat-icon></span>
<input matInput formControlName="cinNumber" maxlength="21" placeholder="From MCA"
style="text-transform: uppercase"
(input)="kycForm.get('cinNumber')?.setValue($any($event.target).value.toUpperCase(), { emitEvent: false })" />
@if (kycForm.get('cinNumber')?.hasError('pattern') && kycForm.get('cinNumber')?.touched) {
<mat-error>Invalid CIN format (21 characters)</mat-error>
}
@if (cinVerifyStatus === 'VERIFIED') {
<mat-icon matSuffix class="verify-icon-ok">check_circle</mat-icon>
}
</mat-form-field>
<div class="verify-action">
@if (cinVerifyStatus === 'NONE' || cinVerifyStatus === 'FAILED') {
<button mat-raised-button color="primary" type="button" class="verify-btn-inline"
[disabled]="readOnly || !kycForm.get('cinNumber')?.value || cinVerifying"
(click)="verifyCin()">
@if (cinVerifying) {
<mat-progress-spinner diameter="16" mode="indeterminate"></mat-progress-spinner>
} @else {
<fa-icon icon="shield-alt"></fa-icon> Verify CIN
}
</button>
}
@if (cinVerifyStatus === 'VERIFIED') {
<span class="verify-chip verified"><fa-icon icon="check-circle"></fa-icon> Verified</span>
}
</div>
</div>
<!-- CIN verification progress -->
@if (cinVerifying) {
<div class="cin-progress full-width">
<mat-progress-bar mode="determinate" [value]="cinProgressValue" color="primary"></mat-progress-bar>
<div class="cin-progress-percent">{{ cinProgressValue }}%</div>
<div class="cin-progress-steps">
@for (step of cinProgressSteps; track step.label; let i = $index) {
<div class="cin-step" [class.active]="i === cinCurrentStep" [class.done]="i < cinCurrentStep">
<fa-icon [icon]="i < cinCurrentStep ? 'check-circle' : step.icon" [class.done-icon]="i < cinCurrentStep"></fa-icon>
<span>{{ step.label }}</span>
</div>
}
</div>
</div>
}
@if (cinVerifyStatus === 'VERIFIED') {
<div class="pan-result-card full-width">
<div class="pan-result-header">
<fa-icon icon="check-circle" class="pan-result-ok-icon"></fa-icon>
<span>CIN Verified — {{ cinCompanyName }}</span>
</div>
<div class="pan-result-body">
<div class="pan-result-row">
<span class="pan-result-label">CIN</span>
<span class="pan-result-value name">{{ kycForm.get('cinNumber')?.value }}</span>
</div>
<div class="pan-result-row">
<span class="pan-result-label">Verified On</span>
<span class="pan-result-value date">{{ cinVerifiedOn }}</span>
</div>
</div>
</div>
}
}
}
</div>
@if (!clientId) {
<div class="verify-info-banner">
<fa-icon icon="info-circle" class="verify-info-icon"></fa-icon>
<span>PAN verification requires client to be created first. Complete General tab and click Next to save.</span>
</div>
}
</div>
<!-- ═══ SECTION: KYC Document Management ═══ -->
<div class="section-block">
<h4 class="section-title">
<fa-icon icon="file-alt" class="section-icon"></fa-icon>
KYC Document
<span class="kyc-badge doc-badge">OVD</span>
@if (kycTemplate?.clientTypeName) {
<span class="kyc-client-type-chip">{{ kycTemplate.clientTypeName }}</span>
}
</h4>
<div class="form-grid">
<!-- PAN -->
<mat-form-field appearance="outline" class="form-field">
<mat-label>{{ 'labels.inputs.PAN Number' | translate }}</mat-label>
<input matInput formControlName="panNumber"
placeholder="{{ 'labels.inputs.Enter 10-character PAN' | translate }}"
maxlength="10" style="text-transform: uppercase"
(input)="kycForm.get('panNumber')?.setValue($any($event.target).value.toUpperCase(), { emitEvent: false })" />
@if (kycForm.get('panNumber')?.hasError('pattern') && kycForm.get('panNumber')?.touched) {
<mat-error>{{ 'labels.inputs.Enter 10-character PAN' | translate }}</mat-error>
<mat-label>KYC Document Type</mat-label>
<span matPrefix class="field-prefix-icon"><mat-icon>description</mat-icon></span>
<mat-select required formControlName="kycDocumentName">
@for (doc of kycDocumentTypes; track doc) {
<mat-option [value]="doc.name">
{{ doc.name }}
@if (doc.mandatory) {
<span class="doc-mandatory-star"> *</span>
}
</mat-option>
}
</mat-select>
@if (kycForm.get('kycDocumentName')?.hasError('required') && kycForm.get('kycDocumentName')?.touched) {
<mat-error>KYC Document Type is <strong>required</strong></mat-error>
}
</mat-form-field>
<!-- Aadhaar -->
<mat-form-field appearance="outline" class="form-field">
<mat-label>{{ 'labels.inputs.Aadhaar Number' | translate }}</mat-label>
<input matInput formControlName="aadhaarNumber"
placeholder="{{ 'labels.inputs.Enter 12-digit Aadhaar' | translate }}"
maxlength="12" type="password" />
@if (kycForm.get('aadhaarNumber')?.hasError('pattern') && kycForm.get('aadhaarNumber')?.touched) {
<mat-error>{{ 'labels.inputs.Enter 12-digit Aadhaar' | translate }}</mat-error>
<mat-label>Document Number</mat-label>
<span matPrefix class="field-prefix-icon"><mat-icon>tag</mat-icon></span>
<input matInput required formControlName="kycDocumentNumber" placeholder="As printed on document" maxlength="30"
style="text-transform: uppercase"
(input)="kycForm.get('kycDocumentNumber')?.setValue($any($event.target).value.toUpperCase(), { emitEvent: false })" />
@if (kycForm.get('kycDocumentNumber')?.hasError('required') && kycForm.get('kycDocumentNumber')?.touched) {
<mat-error>Document number is <strong>required</strong></mat-error>
} @else if (kycForm.get('kycDocumentNumber')?.hasError('pattern') && kycForm.get('kycDocumentNumber')?.touched) {
<mat-error>Only letters, numbers, hyphens and slashes allowed</mat-error>
}
</mat-form-field>
<!-- GSTIN -->
<mat-form-field appearance="outline" class="form-field">
<mat-label>{{ 'labels.inputs.GSTIN Number' | translate }}</mat-label>
<input matInput formControlName="gstinNumber"
placeholder="{{ 'labels.inputs.Enter 15-character GSTIN' | translate }}"
maxlength="15" style="text-transform: uppercase"
(input)="kycForm.get('gstinNumber')?.setValue($any($event.target).value.toUpperCase(), { emitEvent: false })" />
@if (kycForm.get('gstinNumber')?.hasError('pattern') && kycForm.get('gstinNumber')?.touched) {
<mat-error>{{ 'labels.inputs.Enter 15-character GSTIN' | translate }}</mat-error>
}
<mat-form-field appearance="outline" class="form-field" (click)="docIssueDatePicker.open()">
<mat-label>Issue Date</mat-label>
<span matPrefix class="field-prefix-icon"><mat-icon>calendar_today</mat-icon></span>
<input matInput [max]="today" [matDatepicker]="docIssueDatePicker" formControlName="kycDocIssueDate" />
<mat-datepicker-toggle matSuffix [for]="docIssueDatePicker"></mat-datepicker-toggle>
<mat-datepicker #docIssueDatePicker></mat-datepicker>
</mat-form-field>
<!-- Remarks -->
<mat-form-field appearance="outline" class="form-field full-width">
<mat-label>{{ 'labels.inputs.Remarks' | translate }}</mat-label>
<textarea matInput formControlName="remarks" rows="3"></textarea>
<mat-form-field appearance="outline" class="form-field" (click)="docExpiryDatePicker.open()">
<mat-label>Expiry Date</mat-label>
<span matPrefix class="field-prefix-icon"><mat-icon>event_busy</mat-icon></span>
<input matInput [matDatepicker]="docExpiryDatePicker" formControlName="kycDocExpiryDate" />
<mat-datepicker-toggle matSuffix [for]="docExpiryDatePicker"></mat-datepicker-toggle>
<mat-datepicker #docExpiryDatePicker></mat-datepicker>
<mat-hint>If applicable (Passport, DL, Visa)</mat-hint>
</mat-form-field>
</div>
</div>
<!-- ═══ SECTION: Risk & KYC Review ═══ -->
<div class="section-block">
<h4 class="section-title">
<fa-icon icon="shield-alt" class="section-icon"></fa-icon>
Risk Category &amp; KYC Review
</h4>
<div class="form-grid">
<mat-form-field appearance="outline" class="form-field">
<mat-label>Risk Category</mat-label>
<mat-select formControlName="riskCategory">
<mat-select-trigger>
@if (kycForm.get('riskCategory')?.value === 1) {
<span class="risk-option"><span class="risk-meter risk-low"></span> Low Risk</span>
} @else if (kycForm.get('riskCategory')?.value === 2) {
<span class="risk-option"><span class="risk-meter risk-medium"></span> Medium Risk</span>
} @else if (kycForm.get('riskCategory')?.value === 3) {
<span class="risk-option"><span class="risk-meter risk-high"></span> High Risk</span>
}
</mat-select-trigger>
<mat-option [value]="1">
<span class="risk-option"><span class="risk-meter risk-low"></span> Low Risk <span class="risk-hint">10 yr renewal</span></span>
</mat-option>
<mat-option [value]="2">
<span class="risk-option"><span class="risk-meter risk-medium"></span> Medium Risk <span class="risk-hint">8 yr renewal</span></span>
</mat-option>
<mat-option [value]="3">
<span class="risk-option"><span class="risk-meter risk-high"></span> High Risk <span class="risk-hint">2 yr renewal</span></span>
</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="form-field">
<mat-label>KYC Review Due Date</mat-label>
<input matInput [value]="getKycExpiryDate(getRenewalYears())" disabled />
<mat-hint>Auto: Low 10yr, Medium 8yr, High 2yr</mat-hint>
</mat-form-field>
<mat-form-field appearance="outline" class="form-field full-width">
<mat-label>Remarks</mat-label>
<textarea matInput formControlName="remarks" rows="2"></textarea>
</mat-form-field>
</div>
<!-- KYC Expiry Alert Cards -->
<div class="kyc-expiry-section">
<div class="kyc-expiry-header">
<fa-icon icon="bell" class="kyc-expiry-header-icon"></fa-icon>
<span>KYC Expiry Alert</span>
</div>
<div class="kyc-expiry-body">
<div class="kyc-expiry-cards">
@for (rc of riskCards; track rc.value) {
<div class="kyc-expiry-card" [class.active]="kycForm.get('riskCategory')?.value === rc.value">
<span class="risk-gauge" [class]="'risk-gauge--' + rc.color">
<svg viewBox="0 0 40 24" class="risk-gauge-svg">
<path d="M4 22 A16 16 0 0 1 36 22" fill="none" stroke="#e2e8f0" stroke-width="4" stroke-linecap="round"/>
<path d="M4 22 A16 16 0 0 1 36 22" fill="none"
[attr.stroke]="rc.color === 'green' ? '#22c55e' : rc.color === 'amber' ? '#f59e0b' : '#ef4444'"
stroke-width="4" stroke-linecap="round"
[attr.stroke-dasharray]="rc.color === 'green' ? '16 50' : rc.color === 'amber' ? '33 50' : '50 50'"/>
<line x1="20" y1="22"
[attr.x2]="rc.color === 'green' ? '10' : rc.color === 'amber' ? '20' : '30'"
[attr.y2]="rc.color === 'green' ? '10' : rc.color === 'amber' ? '6' : '10'"
stroke="#334155" stroke-width="2" stroke-linecap="round"/>
<circle cx="20" cy="22" r="2" fill="#334155"/>
</svg>
</span>
<div class="kyc-expiry-card__info">
<span class="kyc-expiry-card__label">{{ rc.label }}</span>
<span class="kyc-expiry-card__cycle">Renewal every <strong>{{ rc.years }} years</strong></span>
</div>
@if (kycForm.get('riskCategory')?.value === rc.value) {
<span class="kyc-expiry-card__next">Next: {{ getKycExpiryDate(rc.years) }}</span>
}
</div>
}
</div>
@if (kycForm.get('riskCategory')?.value) {
<div class="kyc-expiry-alert"
[class.kyc-expiry-alert--low]="kycForm.get('riskCategory')?.value === 1"
[class.kyc-expiry-alert--medium]="kycForm.get('riskCategory')?.value === 2"
[class.kyc-expiry-alert--high]="kycForm.get('riskCategory')?.value === 3">
<fa-icon icon="exclamation-circle" class="kyc-expiry-alert__icon"></fa-icon>
<span>System will auto-alert before KYC expiry on <strong>{{ getKycExpiryDate(getRenewalYears()) }}</strong>.</span>
</div>
}
</div>
</div>
</div>
<!-- ═══ SECTION: AML & Compliance Checks ═══ -->
<div class="section-block">
<h4 class="section-title aml-title">
<fa-icon icon="exclamation-triangle" class="section-icon"></fa-icon>
AML &amp; Compliance Checks
</h4>
<div class="form-grid">
<mat-form-field appearance="outline" class="form-field">
<mat-label>AML Check Status</mat-label>
<mat-select required formControlName="amlCheckStatus">
<mat-option value="CLEAR">Clear</mat-option>
<mat-option value="FLAGGED">Flagged</mat-option>
<mat-option value="BLOCKED">Blocked</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="form-field">
<mat-label>Banned Entity List Match</mat-label>
<mat-select required formControlName="bannedEntityMatch">
<mat-option value="NO">No</mat-option>
<mat-option value="YES">Yes</mat-option>
<mat-option value="PARTIAL_MATCH">Partial Match</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="form-field">
<mat-label>Willful Defaulter Flag</mat-label>
<mat-select formControlName="willfulDefaulter">
<mat-option value="NO">No</mat-option>
<mat-option value="YES">Yes</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="form-field">
<mat-label>ECGC SAL Flag</mat-label>
<mat-select formControlName="ecgcSalFlag">
<mat-option value="NO">No</mat-option>
<mat-option value="YES">Yes</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="form-field">
<mat-label>Dormant / Inoperative Flag</mat-label>
<mat-select formControlName="dormantFlag">
<mat-option value="ACTIVE">Active</mat-option>
<mat-option value="DORMANT">Dormant</mat-option>
<mat-option value="INOPERATIVE">Inoperative</mat-option>
</mat-select>
</mat-form-field>
</div>
@if (kycForm.get('amlCheckStatus')?.value === 'BLOCKED' || kycForm.get('bannedEntityMatch')?.value === 'YES') {
<div class="aml-block-alert">
<fa-icon icon="ban" class="aml-block-icon"></fa-icon>
<span><strong>BLOCKED</strong> — Account opening cannot proceed.</span>
</div>
}
</div>
<!-- ═══ SECTION: Freeze / Debit Controls ═══ -->
<div class="section-block">
<h4 class="section-title freeze-title">
<fa-icon icon="lock" class="section-icon"></fa-icon>
Freeze / Debit Controls
</h4>
<div class="form-grid">
<mat-form-field appearance="outline" class="form-field">
<mat-label>Account Status</mat-label>
<mat-select formControlName="accountStatus">
<mat-option value="ACTIVE">Active</mat-option>
<mat-option value="FROZEN">Frozen</mat-option>
<mat-option value="UNFREEZE">Unfreeze</mat-option>
<mat-option value="NO_DEBIT">No Debit</mat-option>
</mat-select>
</mat-form-field>
@if (kycForm.get('accountStatus')?.value === 'FROZEN') {
<mat-form-field appearance="outline" class="form-field">
<mat-label>Reason for Freeze</mat-label>
<mat-select required formControlName="freezeReason">
<mat-option value="COURT_ORDER">Court Order</mat-option>
<mat-option value="AML">AML</mat-option>
<mat-option value="REGULATORY">Regulatory</mat-option>
<mat-option value="INTERNAL">Internal</mat-option>
<mat-option value="OTHER">Other</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="form-field">
<mat-label>Freeze Authority</mat-label>
<mat-select required formControlName="freezeAuthority">
<mat-option value="BRANCH_MANAGER">Branch Manager</mat-option>
<mat-option value="HO">Head Office</mat-option>
<mat-option value="REGULATORY">Regulatory Authority</mat-option>
</mat-select>
</mat-form-field>
}
</div>
</div>
<!-- ═══ SECTION: Form 60/61 ═══ -->
<div class="section-block">
<h4 class="section-title">
<fa-icon icon="file-invoice" class="section-icon"></fa-icon>
Form 60 / 61
@if (!kycForm.get('hasPan')?.value) {
<span class="kyc-badge required-badge">Required — No PAN</span>
}
</h4>
@if (!kycForm.get('hasPan')?.value) {
<div class="kyc-info-hint warning-hint">
<mat-icon class="kyc-info-hint-icon">warning</mat-icon>
<span>Client does not have PAN. Form 60/61 is mandatory.</span>
</div>
<div class="form-grid">
<mat-form-field appearance="outline" class="form-field">
<mat-label>Form Type</mat-label>
<mat-select formControlName="form60Type">
<mat-option value="FORM_60">Form 60</mat-option>
<mat-option value="FORM_61">Form 61</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="form-field" (click)="form60DatePicker.open()">
<mat-label>Declaration Date</mat-label>
<input matInput [matDatepicker]="form60DatePicker" formControlName="form60Date" />
<mat-datepicker-toggle matSuffix [for]="form60DatePicker"></mat-datepicker-toggle>
<mat-datepicker #form60DatePicker></mat-datepicker>
</mat-form-field>
</div>
} @else {
<p class="form60-not-needed">Client has PAN — Form 60/61 not required.</p>
}
</div>
<!-- ═══ SECTION: Form 15G / 15H ═══ -->
<div class="section-block">
<h4 class="section-title">
<fa-icon icon="receipt" class="section-icon"></fa-icon>
Form 15G / 15H
</h4>
<div class="form-grid">
<div class="form-field checkbox-field">
<mat-checkbox formControlName="form15Applicable">Form 15G/15H Applicable</mat-checkbox>
</div>
@if (kycForm.get('form15Applicable')?.value) {
<mat-form-field appearance="outline" class="form-field">
<mat-label>Form Type</mat-label>
<mat-select formControlName="form15Type">
<mat-option value="15G">15G (Below 60 years)</mat-option>
<mat-option value="15H">15H (Senior Citizen 60+)</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="form-field">
<mat-label>Financial Year</mat-label>
<input matInput formControlName="form15FY" placeholder="e.g. 2025-26" />
</mat-form-field>
}
</div>
</div>
<!-- ═══ SECTION: Photograph & Signature ═══ -->
<div class="section-block">
<h4 class="section-title">
<fa-icon icon="camera" class="section-icon"></fa-icon>
Photograph &amp; Signature
</h4>
<div class="photo-sig-grid">
<div class="upload-box" [class.upload-box--has-preview]="photographPreview">
@if (photographPreview) {
<div class="upload-preview">
<img [src]="photographPreview" alt="Photo" class="upload-preview__img upload-preview__img--photo" />
<div class="upload-preview__actions">
<label class="upload-preview__btn recrop">
<input type="file" accept="image/*" hidden (change)="onPhotoSelected($event)" />
<fa-icon icon="crop"></fa-icon> Re-crop
</label>
<button type="button" class="upload-preview__btn remove" (click)="removePhoto()">
<fa-icon icon="trash"></fa-icon> Remove
</button>
</div>
</div>
} @else {
<div class="upload-box__icon"><fa-icon icon="user"></fa-icon></div>
<span class="upload-box__label">Client Photograph</span>
<span class="upload-box__hint">JPG / PNG, max 2MB</span>
<label class="upload-box__btn">
<input type="file" accept="image/*" hidden (change)="onPhotoSelected($event)" />
<fa-icon icon="camera"></fa-icon> Choose &amp; Crop
</label>
}
</div>
<div class="upload-box" [class.upload-box--has-preview]="signaturePreview">
@if (signaturePreview) {
<div class="upload-preview">
<img [src]="signaturePreview" alt="Signature" class="upload-preview__img upload-preview__img--sig" />
<div class="upload-preview__actions">
<label class="upload-preview__btn recrop">
<input type="file" accept="image/*" hidden (change)="onSignatureSelected($event)" />
<fa-icon icon="crop"></fa-icon> Re-crop
</label>
<button type="button" class="upload-preview__btn remove" (click)="removeSignature()">
<fa-icon icon="trash"></fa-icon> Remove
</button>
</div>
</div>
} @else {
<div class="upload-box__icon"><fa-icon icon="pen"></fa-icon></div>
<span class="upload-box__label">Specimen Signature</span>
<span class="upload-box__hint">Scanned image, max 1MB</span>
<label class="upload-box__btn">
<input type="file" accept="image/*" hidden (change)="onSignatureSelected($event)" />
<fa-icon icon="crop"></fa-icon> Choose &amp; Crop
</label>
}
</div>
</div>
</div>
</div>
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@@ -1,82 +1,805 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Component, inject } from '@angular/core';
import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
/** Custom Imports */
import { Component, Input, OnInit, OnChanges, OnDestroy, SimpleChanges, inject } from '@angular/core';
import { UntypedFormBuilder, UntypedFormGroup, Validators, FormsModule } from '@angular/forms';
import { MatDialog, MAT_DIALOG_DATA, MatDialogContent, MatDialogActions } from '@angular/material/dialog';
import { Inject } from '@angular/core';
import { MatProgressSpinner } from '@angular/material/progress-spinner';
import { MatSelectTrigger } from '@angular/material/select';
import { MatDivider } from '@angular/material/divider';
import { MatIcon } from '@angular/material/icon';
import { MatCheckbox } from '@angular/material/checkbox';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { ClientsService } from '../../clients.service';
import { SettingsService } from 'app/settings/settings.service';
import { Dates } from 'app/core/utils/dates';
/**
* Client KYC Step Component
* Collects PAN, Aadhaar, and GSTIN details during client creation.
* KYC data is submitted via POST /clients/{clientId}/kyc after client creation.
* Verification happens later from the KYC tab on the client view page.
*/
@Component({
selector: 'mifosx-client-kyc-step',
templateUrl: './client-kyc-step.component.html',
styleUrls: ['./client-kyc-step.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
FormsModule,
MatDivider,
MatIcon,
FaIconComponent
MatCheckbox,
MatProgressSpinner,
FaIconComponent,
MatSelectTrigger
]
})
export class ClientKycStepComponent {
export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
private formBuilder = inject(UntypedFormBuilder);
private dialog = inject(MatDialog);
private clientsService = inject(ClientsService);
private settingsService = inject(SettingsService);
private dateUtils = inject(Dates);
/** KYC Reactive Form */
/** Set by parent after client is created */
@Input() clientId: string = '';
@Input() isNonIndividual = false;
/** Constitution metadata (panLabel, showCin, etc.) passed from general step */
@Input() constitutionMeta: any = null;
/** Entity full name (non-individual) — used for enterprise PAN verification */
@Input() entityName: string = '';
/** Read-only mode — disables form editing until user clicks edit icon */
@Input() readOnly = false;
today = new Date();
kycId: string = '';
/** Whether existing KYC data has been loaded (edit mode) */
kycLoaded = false;
/** KYC Document Types — populated from API template, falls back to defaults */
kycDocumentTypes: { name: string; code: string; mandatory: boolean }[] = [];
/** Fallback document types when template API is unavailable */
private defaultDocumentTypes = [
'Aadhaar Card', 'Passport', 'PAN Card', 'Driving Licence',
'Voter ID', 'NREGA Job Card', 'National Population Register Letter'
];
/** Constitution-based KYC document types for non-individual clients */
private constitutionDocTypes: Record<string, { name: string; mandatory: boolean }[]> = {
'HUF': [
{ name: 'PAN Card of HUF', mandatory: true },
{ name: 'Declaration by Karta (with name, address & HUF member details)', mandatory: true },
{ name: 'KYC of Karta (OVDs + PAN + Photo)', mandatory: true },
{ name: 'Proof of Address of HUF', mandatory: false }
],
'PRIVATE_LIMITED': [
{ name: 'Certificate of Incorporation', mandatory: true },
{ name: 'Memorandum & Articles of Association', mandatory: true },
{ name: 'PAN of Company', mandatory: true },
{ name: 'Board Resolution (authorizing signatories)', mandatory: true },
{ name: 'KYC of Authorized Signatories', mandatory: true }
],
'PUBLIC_LIMITED': [
{ name: 'Certificate of Incorporation', mandatory: true },
{ name: 'Memorandum & Articles of Association', mandatory: true },
{ name: 'PAN of Company', mandatory: true },
{ name: 'Board Resolution (authorizing signatories)', mandatory: true },
{ name: 'KYC of Authorized Signatories', mandatory: true }
],
'LLP': [
{ name: 'Certificate of Incorporation', mandatory: true },
{ name: 'LLP Agreement', mandatory: true },
{ name: 'PAN of LLP', mandatory: true },
{ name: 'Designated Partners Resolution', mandatory: true },
{ name: 'KYC of Designated Partners / Authorized Signatories', mandatory: true }
],
'PARTNERSHIP': [
{ name: 'Registration Certificate', mandatory: false },
{ name: 'Partnership Deed', mandatory: true },
{ name: 'PAN of Firm', mandatory: true },
{ name: 'KYC of Authorized Signatories', mandatory: true }
],
'TRUST': [
{ name: 'Registration Certificate', mandatory: true },
{ name: 'Trust Deed', mandatory: true },
{ name: 'PAN of Trust', mandatory: true },
{ name: 'KYC of Trustees / Authorized Signatories', mandatory: true }
],
'SOCIETY': [
{ name: 'Registration Certificate', mandatory: true },
{ name: 'PAN of Society', mandatory: true },
{ name: 'KYC of Authorized Signatories', mandatory: true }
],
'PROPRIETORSHIP': [
{ name: 'Proof of Business Existence (GST Certificate / Shop License)', mandatory: true },
{ name: 'PAN of Proprietor', mandatory: true },
{ name: "Proprietor's KYC (OVDs + PAN + Photo)", mandatory: true }
],
'ASSOCIATION': [
{ name: 'Registration Certificate', mandatory: true },
{ name: 'PAN', mandatory: true },
{ name: 'Resolution authorizing signatories', mandatory: true },
{ name: 'KYC of Authorized Signatories', mandatory: true }
],
'GOVT_PSU': [
{ name: 'Government Notification / Order', mandatory: true },
{ name: 'PAN (if applicable)', mandatory: false },
{ name: 'Authorized Signatory KYC', mandatory: true }
],
'COOPERATIVE': [
{ name: 'Registration Certificate', mandatory: true },
{ name: 'PAN', mandatory: true },
{ name: 'Resolution authorizing signatories', mandatory: true },
{ name: 'KYC of Authorized Signatories', mandatory: true }
]
};
/** KYC template data from API */
kycTemplate: any = null;
kycTemplateLoaded = false;
/** Risk cards */
riskCards = [
{ value: 1, label: 'Low Risk', years: 10, color: 'green' },
{ value: 2, label: 'Medium Risk', years: 8, color: 'amber' },
{ value: 3, label: 'High Risk', years: 2, color: 'red' }
];
/** PAN verification */
panVerifyStatus: 'NONE' | 'VERIFIED' | 'FAILED' = 'NONE';
panVerifying = false;
panVerifyError: string = '';
panVerifyName: string = '';
panVerifiedOn: string = '';
/** Aadhaar verification */
aadhaarVerifyStatus: 'NONE' | 'VERIFIED' | 'FAILED' = 'NONE';
aadhaarVerifying = false;
aadhaarVerifyError: string = '';
aadhaarVerifyName: string = '';
aadhaarVisible = false;
aadhaarOtpSent = false;
aadhaarOtp = '';
aadhaarOtpVerifying = false;
aadhaarOtpReferenceId = '';
/** OTP digit boxes */
otpDigits: string[] = ['', '', '', '', '', ''];
/** Resend countdown */
resendCountdown = 0;
private resendTimer: any = null;
onOtpDigitInput(index: number, event: Event): void {
const input = event.target as HTMLInputElement;
const val = input.value.replace(/\D/g, '');
this.otpDigits[index] = val.charAt(0) || '';
input.value = this.otpDigits[index];
// Auto-advance to next box
if (this.otpDigits[index] && index < 5) {
const next = input.parentElement?.querySelectorAll('input')[index + 1];
if (next) (next as HTMLInputElement).focus();
}
this.aadhaarOtp = this.otpDigits.join('');
}
onOtpKeydown(index: number, event: KeyboardEvent): void {
if (event.key === 'Backspace' && !this.otpDigits[index] && index > 0) {
const inputs = (event.target as HTMLElement).parentElement?.querySelectorAll('input');
if (inputs) {
this.otpDigits[index - 1] = '';
(inputs[index - 1] as HTMLInputElement).value = '';
(inputs[index - 1] as HTMLInputElement).focus();
}
this.aadhaarOtp = this.otpDigits.join('');
}
}
onOtpPaste(event: ClipboardEvent): void {
event.preventDefault();
const pasted = (event.clipboardData?.getData('text') || '').replace(/\D/g, '').slice(0, 6);
for (let i = 0; i < 6; i++) {
this.otpDigits[i] = pasted.charAt(i) || '';
}
this.aadhaarOtp = this.otpDigits.join('');
// Focus last filled or last box
const inputs = (event.target as HTMLElement).closest('.otp-digits')?.querySelectorAll('input');
if (inputs) {
const focusIdx = Math.min(pasted.length, 5);
(inputs[focusIdx] as HTMLInputElement).focus();
}
}
startResendCountdown(): void {
this.resendCountdown = 30;
if (this.resendTimer) clearInterval(this.resendTimer);
this.resendTimer = setInterval(() => {
this.resendCountdown--;
if (this.resendCountdown <= 0) {
clearInterval(this.resendTimer);
this.resendTimer = null;
}
}, 1000);
}
resetOtpDigits(): void {
this.otpDigits = ['', '', '', '', '', ''];
this.aadhaarOtp = '';
}
/** PAN-Aadhaar seeding status (from API response) */
panAadhaarSeedingStatus: string = '';
/** Enterprise PAN verification (non-individual) */
entPanVerifyStatus: 'NONE' | 'VERIFIED' | 'FAILED' = 'NONE';
entPanVerifying = false;
entPanVerifyName = '';
entPanVerifiedOn = '';
/** CIN verification (dummy) */
cinVerifyStatus: 'NONE' | 'VERIFIED' | 'FAILED' = 'NONE';
cinVerifying = false;
cinVerifiedOn = '';
cinCompanyName = '';
cinProgressValue = 0;
cinCurrentStep = 0;
cinProgressSteps = [
{ label: 'Connecting to MCA database...', icon: 'globe' as any },
{ label: 'Validating CIN format...', icon: 'search' as any },
{ label: 'Fetching company details...', icon: 'database' as any },
{ label: 'Verifying registration status...', icon: 'check-circle' as any }
];
private cinProgressTimer: any;
/** File uploads */
photographFile: File | null = null;
photographPreview: string | null = null;
signatureFile: File | null = null;
signaturePreview: string | null = null;
/** KYC Form */
kycForm: UntypedFormGroup = this.formBuilder.group({
panNumber: [
'',
[Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)]
],
aadhaarNumber: [
'',
[Validators.pattern(/^\d{12}$/)]
],
gstinNumber: [
'',
[Validators.pattern(/^[0-9]{2}[A-Z]{5}[0-9]{4}[A-Z]{1}[1-9A-Z]{1}Z[0-9A-Z]{1}$/)]
],
remarks: ['']
hasPan: [true],
panNumber: ['', [Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/), Validators.maxLength(10)]],
aadhaarNumber: ['', [Validators.pattern(/^\d{12}$/), Validators.maxLength(12)]],
panAadhaarSeedingStatus: [''],
gstinNumber: ['', [Validators.pattern(/^[0-9]{2}[A-Z]{5}[0-9]{4}[A-Z]{1}[1-9A-Z]{1}Z[0-9A-Z]{1}$/), Validators.maxLength(15)]],
enterprisePan: ['', [Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/), Validators.maxLength(10)]],
cinNumber: ['', [Validators.pattern(/^[A-Z]{1}[0-9]{5}[A-Z]{2}[0-9]{4}[A-Z]{3}[0-9]{6}$/), Validators.maxLength(21)]],
incorporationDate: [''],
kycDocumentName: ['', Validators.required],
kycDocumentNumber: ['', [Validators.required, Validators.pattern(/^[A-Za-z0-9\-\/\s]+$/), Validators.maxLength(30)]],
kycDocIssueDate: [''],
kycDocExpiryDate: [''],
riskCategory: [1],
remarks: [''],
amlCheckStatus: ['CLEAR', Validators.required],
bannedEntityMatch: ['NO', Validators.required],
willfulDefaulter: ['NO'],
ecgcSalFlag: ['NO'],
dormantFlag: ['ACTIVE'],
accountStatus: ['ACTIVE'],
freezeReason: [''],
freezeAuthority: [''],
form60Type: ['FORM_60'],
form60Date: [''],
form15Applicable: [false],
form15Type: ['15G'],
form15FY: ['']
});
/**
* Returns the KYC payload matching the backend API contract.
* POST /clients/{clientId}/kyc expects: kycType, riskCategory, panNumber,
* aadhaarNumberMasked (NOT full aadhaarNumber), gstinNumber, remarks.
*/
get kycData(): any {
ngOnInit(): void {
this.loadExistingKycIfNeeded();
this.loadKycTemplate();
if (this.isNonIndividual && this.constitutionMeta) {
this.updateDocTypesForConstitution();
}
}
ngOnDestroy(): void {
if (this.cinProgressTimer) clearInterval(this.cinProgressTimer);
if (this.resendTimer) clearInterval(this.resendTimer);
}
ngOnChanges(changes: SimpleChanges): void {
if (changes['clientId'] && !changes['clientId'].firstChange) {
this.loadExistingKycIfNeeded();
this.loadKycTemplate();
}
if (changes['readOnly'] && this.kycForm) {
if (this.readOnly) {
this.kycForm.disable({ emitEvent: false });
} else {
this.kycForm.enable({ emitEvent: false });
}
}
if (changes['constitutionMeta'] && this.isNonIndividual) {
this.updateDocTypesForConstitution();
}
}
/** Update KYC document types based on selected constitution type */
private updateDocTypesForConstitution(): void {
const constitutionValue = this.constitutionMeta?.value;
if (constitutionValue && this.constitutionDocTypes[constitutionValue]) {
this.kycDocumentTypes = this.constitutionDocTypes[constitutionValue].map(doc => ({
name: doc.name,
code: doc.name,
mandatory: doc.mandatory
}));
// Reset selected document type since options changed
this.kycForm.get('kycDocumentName')?.setValue('');
this.kycForm.get('kycDocumentName')?.updateValueAndValidity();
}
}
/** Load existing KYC data if clientId is set (edit mode) */
private loadExistingKycIfNeeded(): void {
if (!this.clientId || this.kycLoaded) return;
this.clientsService.getClientKyc(this.clientId).subscribe({
next: (data: any) => {
this.kycLoaded = true;
if (data) {
this.kycId = data.id?.toString() || '';
this.kycForm.patchValue({
panNumber: data.panNumber || '',
aadhaarNumber: data.aadhaarNumberMasked || '',
gstinNumber: data.gstinNumber || '',
riskCategory: data.riskCategory || 1,
remarks: data.remarks || '',
hasPan: !!data.panNumber
});
// Set verification statuses from existing data
if (data.panVerified) {
this.panVerifyStatus = 'VERIFIED';
this.panVerifyName = data.panFullName || data.panHolderName || '';
const rawDate = data.panVerifiedOn;
if (Array.isArray(rawDate) && rawDate.length >= 3) {
this.panVerifiedOn = `${rawDate[2]?.toString().padStart(2, '0')}/${rawDate[1]?.toString().padStart(2, '0')}/${rawDate[0]}`;
} else if (rawDate) {
this.panVerifiedOn = rawDate;
}
}
if (data.aadhaarVerified) {
this.aadhaarVerifyStatus = 'VERIFIED';
this.aadhaarVerifyName = data.aadhaarHolderName || 'Aadhaar Verified';
}
if (data.panAadhaarSeedingStatus) {
this.panAadhaarSeedingStatus = data.panAadhaarSeedingStatus;
}
}
},
error: () => {
// No existing KYC — that's fine for new clients
this.kycLoaded = true;
}
});
}
/** Load KYC template to get required documents based on client type */
private loadKycTemplate(): void {
if (!this.clientId || this.kycTemplateLoaded) return;
this.clientsService.getClientKycTemplate(this.clientId).subscribe({
next: (template: any) => {
this.kycTemplate = template;
this.kycTemplateLoaded = true;
if (template?.requiredDocuments?.length > 0) {
this.kycDocumentTypes = template.requiredDocuments.map((doc: any) => ({
name: doc.name,
code: doc.code || doc.name,
mandatory: doc.mandatory ?? false
}));
// Update kycDocumentName validator based on mandatory docs
const hasMandatory = this.kycDocumentTypes.some(d => d.mandatory);
if (hasMandatory) {
this.kycForm.get('kycDocumentName')?.setValidators(Validators.required);
}
this.kycForm.get('kycDocumentName')?.updateValueAndValidity();
}
},
error: () => {
// Fallback to defaults if template API unavailable
this.kycTemplateLoaded = true;
this.kycDocumentTypes = this.defaultDocumentTypes.map(name => ({
name,
code: name,
mandatory: false
}));
}
});
}
/** Save or update KYC, then execute callback */
private saveKycAndDo(payload: any, callback: () => void, onError: (msg: string) => void) {
if (this.kycId) {
// KYC already exists — use PUT to update (strip create-only fields)
const { kycType, ...updatePayload } = payload;
this.clientsService.updateClientKyc(this.clientId, this.kycId, updatePayload).subscribe({
next: () => callback(),
error: (err: any) => onError(err?.error?.defaultUserMessage || 'Failed to update KYC.')
});
} else {
// First time — use POST to create
this.clientsService.saveClientKyc(this.clientId, payload).subscribe({
next: (res: any) => {
this.kycId = res?.resourceId?.toString() || '';
if (this.kycId) { callback(); }
else { onError('Failed to save KYC.'); }
},
error: (err: any) => onError(err?.error?.defaultUserMessage || 'Failed to save KYC.')
});
}
}
/** Verify PAN — saves PAN-only KYC data, then verifies */
verifyPan() {
if (!this.clientId) {
this.panVerifyError = 'Client must be created first. Complete General tab and click Next.';
return;
}
const pan = this.kycForm.value.panNumber;
if (!pan) { this.panVerifyError = 'Enter PAN number first.'; return; }
this.panVerifying = true;
this.panVerifyError = '';
this.panVerifyName = '';
const aadhaarRaw = this.kycForm.value.aadhaarNumber || '';
const panPayload: any = {
locale: 'en',
kycType: 1,
riskCategory: this.kycForm.value.riskCategory || 1,
panNumber: pan,
aadhaarNumberMasked: aadhaarRaw.length === 12 ? 'XXXXXXXX' + aadhaarRaw.slice(-4) : 'XXXXXXXX0000'
};
this.saveKycAndDo(panPayload, () => {
this.clientsService.verifyPAN(this.clientId, this.kycId).subscribe({
next: (res: any) => {
this.panVerifying = false;
if (res?.changes?.panVerified === true) {
// Full name from API
const resolvedName = res.changes?.panFullName
|| res.changes?.panHolderName
|| [res.changes?.panFirstName, res.changes?.panLastName].filter(Boolean).join(' ')
|| '';
// If name is empty, the client name/DOB didn't match PAN holder
if (!resolvedName || !resolvedName.trim()) {
this.panVerifyStatus = 'FAILED';
this.showPanErrorAlert('PAN verification failed: Client name or date of birth does not match the PAN card holder. Please ensure the client\'s name and date of birth exactly match the PAN card details.');
return;
}
this.panVerifyStatus = 'VERIFIED';
this.panVerifyName = resolvedName;
// Date — could be string or array [y,m,d]
const rawDate = res.changes?.panVerifiedOn;
if (Array.isArray(rawDate)) {
this.panVerifiedOn = `${rawDate[2]?.toString().padStart(2, '0')}/${rawDate[1]?.toString().padStart(2, '0')}/${rawDate[0]}`;
} else if (rawDate) {
this.panVerifiedOn = rawDate;
} else {
const now = new Date();
this.panVerifiedOn = `${now.getDate().toString().padStart(2, '0')}/${(now.getMonth() + 1).toString().padStart(2, '0')}/${now.getFullYear()}`;
}
// Seeding status
if (res.changes?.panAadhaarSeedingStatus) {
this.panAadhaarSeedingStatus = res.changes.panAadhaarSeedingStatus;
}
} else {
this.panVerifyStatus = 'FAILED';
this.showPanErrorAlert(res?.changes?.panVerificationMessage || 'PAN verification failed.');
}
},
error: (err: any) => {
this.panVerifying = false;
this.panVerifyStatus = 'FAILED';
const msg = err?.error?.errors?.[0]?.defaultUserMessage
|| err?.error?.defaultUserMessage
|| 'PAN verification failed.';
this.showPanErrorAlert(msg);
}
});
}, (msg) => { this.panVerifying = false; this.showPanErrorAlert(msg); });
}
/** Verify Enterprise PAN (non-individual) — uses same verify-pan API */
verifyEnterprisePan() {
if (!this.clientId) return;
const pan = this.kycForm.value.enterprisePan;
if (!pan || this.kycForm.get('enterprisePan')?.invalid) return;
this.entPanVerifying = true;
const incorpDate = this.kycForm.value.incorporationDate;
const payload: any = {
locale: 'en',
kycType: 1,
riskCategory: this.kycForm.value.riskCategory || 1,
panNumber: pan,
dateFormat: this.settingsService.dateFormat
};
if (incorpDate) {
payload.dateOfIncorporation = incorpDate instanceof Date
? this.dateUtils.formatDate(incorpDate, this.settingsService.dateFormat)
: incorpDate;
}
if (this.entityName) {
payload.companyFullName = this.entityName;
}
this.saveKycAndDo(payload, () => {
this.clientsService.verifyPAN(this.clientId, this.kycId).subscribe({
next: (res: any) => {
this.entPanVerifying = false;
if (res?.changes?.panVerified === true) {
this.entPanVerifyStatus = 'VERIFIED';
this.entPanVerifyName = res.changes?.panFullName || res.changes?.panHolderName || '';
const rawDate = res.changes?.panVerifiedOn;
if (Array.isArray(rawDate)) {
this.entPanVerifiedOn = `${rawDate[2]?.toString().padStart(2, '0')}/${rawDate[1]?.toString().padStart(2, '0')}/${rawDate[0]}`;
} else {
const now = new Date();
this.entPanVerifiedOn = rawDate || `${now.getDate().toString().padStart(2, '0')}/${(now.getMonth() + 1).toString().padStart(2, '0')}/${now.getFullYear()}`;
}
} else {
this.entPanVerifyStatus = 'FAILED';
this.showPanErrorAlert(res?.changes?.panVerificationMessage || 'Enterprise PAN verification failed.');
}
},
error: (err: any) => {
this.entPanVerifying = false;
this.entPanVerifyStatus = 'FAILED';
this.showPanErrorAlert(err?.error?.errors?.[0]?.defaultUserMessage || 'Enterprise PAN verification failed.');
}
});
}, (msg) => { this.entPanVerifying = false; this.showPanErrorAlert(msg); });
}
/** Verify CIN (dummy — no real API) */
verifyCin() {
const cin = this.kycForm.value.cinNumber;
if (!cin) return;
this.cinVerifying = true;
this.cinProgressValue = 0;
this.cinCurrentStep = 0;
const stepDurations = [800, 1000, 1200, 800];
const totalDuration = stepDurations.reduce((a, b) => a + b, 0);
let elapsed = 0;
const interval = 50;
this.cinProgressTimer = setInterval(() => {
elapsed += interval;
let accum = 0;
for (let i = 0; i < stepDurations.length; i++) {
accum += stepDurations[i];
if (elapsed <= accum) { this.cinCurrentStep = i; break; }
}
this.cinProgressValue = Math.min(Math.round((elapsed / totalDuration) * 100), 100);
if (elapsed >= totalDuration) {
clearInterval(this.cinProgressTimer);
this.cinCurrentStep = stepDurations.length;
setTimeout(() => {
this.cinVerifying = false;
this.cinVerifyStatus = 'VERIFIED';
this.cinCompanyName = 'Verified via MCA';
const now = new Date();
this.cinVerifiedOn = `${now.getDate().toString().padStart(2, '0')}/${(now.getMonth() + 1).toString().padStart(2, '0')}/${now.getFullYear()}`;
}, 300);
}
}, interval);
}
/** Send Aadhaar OTP — saves Aadhaar-only KYC data, then sends OTP */
sendAadhaarOtp() {
if (!this.clientId) {
this.aadhaarVerifyError = 'Client must be created first. Complete General tab and click Next.';
return;
}
const aadhaar = this.kycForm.value.aadhaarNumber;
if (!aadhaar || aadhaar.length !== 12) { this.aadhaarVerifyError = 'Enter valid 12-digit Aadhaar first.'; return; }
this.aadhaarVerifying = true;
this.aadhaarVerifyError = '';
const aadhaarMasked = 'XXXXXXXX' + aadhaar.slice(-4);
const aadhaarPayload: any = {
locale: 'en',
kycType: 1,
riskCategory: this.kycForm.value.riskCategory || 1,
aadhaarNumberMasked: aadhaarMasked
};
const panVal = this.kycForm.value.panNumber;
if (panVal) { aadhaarPayload.panNumber = panVal; }
this.saveKycAndDo(aadhaarPayload, () => {
this.clientsService.sendAadhaarOtp(this.clientId, this.kycId, aadhaar).subscribe({
next: (res: any) => {
this.aadhaarVerifying = false;
this.aadhaarOtpSent = true;
this.aadhaarOtpReferenceId = res?.changes?.aadhaarRefNumber || '';
this.resetOtpDigits();
this.startResendCountdown();
},
error: (err: any) => {
this.aadhaarVerifying = false;
this.aadhaarVerifyError = err?.error?.defaultUserMessage || 'Failed to send OTP.';
}
});
}, (msg) => { this.aadhaarVerifying = false; this.aadhaarVerifyError = msg; });
}
/** Verify Aadhaar OTP */
verifyAadhaarOtp() {
if (!this.aadhaarOtp || !this.clientId || !this.kycId) return;
this.aadhaarOtpVerifying = true;
this.aadhaarVerifyError = '';
this.clientsService.verifyAadhaarOtp(this.clientId, this.kycId, this.aadhaarOtp, this.aadhaarOtpReferenceId).subscribe({
next: (res: any) => {
this.aadhaarOtpVerifying = false;
if (res?.changes?.aadhaarVerified === true) {
this.aadhaarVerifyStatus = 'VERIFIED';
this.aadhaarVerifyName = res.changes?.aadhaarHolderName || 'Aadhaar Verified';
this.aadhaarOtpSent = false;
if (res.changes?.panAadhaarSeedingStatus) {
this.panAadhaarSeedingStatus = res.changes.panAadhaarSeedingStatus;
}
} else {
this.aadhaarVerifyError = res?.changes?.aadhaarVerificationMessage || 'OTP verification failed';
}
},
error: (err: any) => {
this.aadhaarOtpVerifying = false;
this.aadhaarVerifyError = err?.error?.defaultUserMessage || 'OTP verification failed.';
}
});
}
private showPanErrorAlert(message: string) {
this.panVerifyError = '';
this.dialog.open(PanErrorDialogComponent, {
width: '480px',
data: { message }
});
}
getRenewalYears(): number {
switch (this.kycForm.value.riskCategory) {
case 1: return 10;
case 2: return 8;
case 3: return 2;
default: return 10;
}
}
getKycExpiryDate(years: number): string {
const d = new Date();
d.setFullYear(d.getFullYear() + years);
const months = ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec'];
return `${String(d.getDate()).padStart(2, '0')} ${months[d.getMonth()]} ${d.getFullYear()}`;
}
async onPhotoSelected(event: Event) {
const input = event.target as HTMLInputElement;
if (!input.files?.length) return;
const file = input.files[0];
input.value = '';
const { ImageCropDialogComponent } = await import('./image-crop-dialog/image-crop-dialog.component');
const dialogRef = this.dialog.open(ImageCropDialogComponent, {
width: '680px', maxWidth: '95vw',
data: { file, title: 'Crop Client Photograph', aspectRatio: 1, maxWidth: 300, maxHeight: 300 }
});
dialogRef.afterClosed().subscribe((result: any) => {
if (result) { this.photographFile = result.croppedFile; this.photographPreview = result.previewUrl; }
});
}
async onSignatureSelected(event: Event) {
const input = event.target as HTMLInputElement;
if (!input.files?.length) return;
const file = input.files[0];
input.value = '';
const { ImageCropDialogComponent } = await import('./image-crop-dialog/image-crop-dialog.component');
const dialogRef = this.dialog.open(ImageCropDialogComponent, {
width: '680px', maxWidth: '95vw',
data: { file, title: 'Crop Specimen Signature', aspectRatio: 2.5, maxWidth: 400, maxHeight: 160 }
});
dialogRef.afterClosed().subscribe((result: any) => {
if (result) { this.signatureFile = result.croppedFile; this.signaturePreview = result.previewUrl; }
});
}
removePhoto() { this.photographFile = null; this.photographPreview = null; }
removeSignature() { this.signatureFile = null; this.signaturePreview = null; }
get kycData(): any {
const formVal = this.readOnly ? this.kycForm.getRawValue() : this.kycForm.value;
const aadhaarRaw = formVal.aadhaarNumber || '';
const aadhaarMasked = aadhaarRaw.length === 12 ? 'XXXXXXXX' + aadhaarRaw.slice(-4) : null;
const dateFormat = this.settingsService.dateFormat;
const v = formVal;
const formatDate = (d: any) => d instanceof Date ? this.dateUtils.formatDate(d, dateFormat) : (d || null);
return {
locale: 'en',
dateFormat,
kycType: 1,
riskCategory: 1,
panNumber: this.kycForm.value.panNumber || null,
riskCategory: v.riskCategory || 1,
panNumber: v.hasPan ? (v.panNumber || null) : null,
aadhaarNumberMasked: aadhaarMasked,
gstinNumber: this.kycForm.value.gstinNumber || null,
remarks: this.kycForm.value.remarks || null
panAadhaarSeedingStatus: this.panAadhaarSeedingStatus || null,
gstinNumber: v.gstinNumber || null,
enterprisePan: v.enterprisePan || null,
cinNumber: v.cinNumber || null,
incorporationDate: formatDate(v.incorporationDate),
// KYC Document
kycDocumentName: v.kycDocumentName || null,
kycDocumentNumber: v.kycDocumentNumber || null,
kycDocIssueDate: formatDate(v.kycDocIssueDate),
kycDocExpiryDate: formatDate(v.kycDocExpiryDate),
// AML & Compliance
amlCheckStatus: v.amlCheckStatus || null,
bannedEntityMatch: v.bannedEntityMatch || null,
willfulDefaulter: v.willfulDefaulter || null,
ecgcSalFlag: v.ecgcSalFlag || null,
dormantFlag: v.dormantFlag || null,
// Freeze / Debit Controls
accountStatus: v.accountStatus || null,
freezeReason: v.freezeReason || null,
freezeAuthority: v.freezeAuthority || null,
// Form 60 / Form 15
form60Type: v.form60Type || null,
form60Date: formatDate(v.form60Date),
form15Applicable: v.form15Applicable || false,
form15Type: v.form15Type || null,
form15FY: v.form15FY || null,
remarks: v.remarks || null
};
}
/** Returns true if any KYC data has been entered */
get hasKycData(): boolean {
const v = this.kycForm.value;
return !!(v.panNumber || v.aadhaarNumber || v.gstinNumber);
const v = this.readOnly ? this.kycForm.getRawValue() : this.kycForm.value;
return !!(v.panNumber || v.aadhaarNumber || v.gstinNumber || v.enterprisePan || v.cinNumber || v.kycDocumentName || v.form15Applicable);
}
}
/**
* PAN Error Alert Dialog
*/
@Component({
selector: 'mifosx-pan-error-dialog',
template: `
<div class="pan-err-dialog">
<div class="pan-err-header">
<mat-icon class="pan-err-icon">error</mat-icon>
<span>PAN Verification Failed</span>
</div>
<mat-dialog-content class="pan-err-body">
<p>{{ data.message }}</p>
</mat-dialog-content>
<mat-dialog-actions align="end" class="pan-err-actions">
<button mat-flat-button color="primary" mat-dialog-close>OK</button>
</mat-dialog-actions>
</div>
`,
styles: [`
.pan-err-dialog { max-width: 460px; }
.pan-err-header {
display: flex; align-items: center; gap: 10px;
padding: 16px 24px 12px; border-bottom: 1px solid #fecaca;
background: #fef2f2; font-size: 16px; font-weight: 600; color: #991b1b;
}
.pan-err-icon { color: #dc2626; }
.pan-err-body { padding: 18px 24px !important; font-size: 14px; line-height: 1.6; color: #475569; }
.pan-err-actions { padding: 10px 24px 16px !important; margin: 0 !important; }
`],
imports: [MatIcon, MatDialogContent, MatDialogActions, STANDALONE_SHARED_IMPORTS],
})
export class PanErrorDialogComponent {
constructor(
@Inject(MAT_DIALOG_DATA) public data: { message: string }
) {}
}
@@ -0,0 +1,49 @@
<!--
Copyright since 2025 Mifos Initiative
-->
<div class="crop-dialog">
<div class="crop-header">
<div class="crop-header__left">
<fa-icon icon="crop" class="crop-header__icon"></fa-icon>
<span class="crop-header__title">{{ data.title }}</span>
</div>
<button class="crop-header__close" (click)="dialogRef.close()">
<fa-icon icon="times"></fa-icon>
</button>
</div>
<mat-dialog-content class="crop-body">
@if (!imageLoaded) {
<div class="crop-loading">Loading image...</div>
}
<div class="crop-workspace" [class.hidden]="!imageLoaded">
<div class="crop-source">
<canvas #sourceCanvas
(mousedown)="onMouseDown($event)"
(mousemove)="onMouseMove($event)"
(mouseup)="onMouseUp()"
(mouseleave)="onMouseUp()">
</canvas>
<div class="crop-hint">Drag to move. Drag corner to resize.</div>
</div>
<div class="crop-preview-panel">
<span class="crop-preview-label">Preview</span>
<div class="crop-preview-box">
<canvas #previewCanvas></canvas>
</div>
<span class="crop-preview-size">{{ data.maxWidth }}x{{ data.maxHeight }}px</span>
</div>
</div>
</mat-dialog-content>
<mat-dialog-actions class="crop-actions">
<button mat-stroked-button (click)="dialogRef.close()">Cancel</button>
<button mat-flat-button color="primary" [disabled]="!imageLoaded" (click)="confirm()">
<fa-icon icon="check" class="crop-actions__icon"></fa-icon>
Crop &amp; Use
</button>
</mat-dialog-actions>
</div>
@@ -0,0 +1,176 @@
/**
* Copyright since 2025 Mifos Initiative
*/
$blue: #1353a0;
$navy: #0f172a;
.crop-dialog {
width: 620px;
max-width: 95vw;
}
.crop-header {
display: flex;
align-items: center;
justify-content: space-between;
padding: 16px 24px 12px;
border-bottom: 1px solid #e2e8f0;
&__left {
display: flex;
align-items: center;
gap: 10px;
}
&__icon {
font-size: 16px;
color: $blue;
}
&__title {
font-size: 16px;
font-weight: 600;
color: $navy;
}
&__close {
width: 30px;
height: 30px;
border: none;
background: #f1f5f9;
border-radius: 6px;
cursor: pointer;
display: flex;
align-items: center;
justify-content: center;
color: #64748b;
transition: all 0.15s;
&:hover {
background: #e2e8f0;
color: $navy;
}
}
}
.crop-body {
padding: 20px 24px !important;
overflow: visible !important;
max-height: 70vh !important;
}
.crop-loading {
text-align: center;
padding: 40px;
color: #94a3b8;
font-size: 14px;
}
.hidden {
display: none !important;
}
.crop-workspace {
display: flex;
gap: 20px;
align-items: flex-start;
}
.crop-source {
flex: 1;
min-width: 0;
canvas {
cursor: crosshair;
border: 1px solid #e2e8f0;
border-radius: 8px;
display: block;
max-width: 100%;
}
}
.crop-hint {
font-size: 11px;
color: #94a3b8;
margin-top: 6px;
text-align: center;
}
.crop-preview-panel {
width: 160px;
flex-shrink: 0;
display: flex;
flex-direction: column;
align-items: center;
gap: 8px;
}
.crop-preview-label {
font-size: 11px;
font-weight: 600;
color: #64748b;
text-transform: uppercase;
letter-spacing: 0.06em;
}
.crop-preview-box {
width: 150px;
height: 150px;
border: 2px solid $blue;
border-radius: 8px;
overflow: hidden;
display: flex;
align-items: center;
justify-content: center;
background: #f8fafc;
canvas {
display: block;
max-width: 100%;
max-height: 100%;
}
}
.crop-preview-size {
font-size: 10px;
color: #94a3b8;
font-family: 'Roboto Mono', monospace;
}
.crop-actions {
padding: 12px 24px 16px !important;
border-top: 1px solid #e2e8f0;
margin: 0 !important;
display: flex !important;
justify-content: flex-end !important;
gap: 10px !important;
button {
border-radius: 8px !important;
font-size: 13px !important;
font-weight: 600 !important;
}
&__icon {
margin-right: 6px;
font-size: 12px;
}
}
@media (max-width: 600px) {
.crop-workspace {
flex-direction: column;
}
.crop-preview-panel {
width: 100%;
flex-direction: row;
justify-content: center;
}
.crop-preview-box {
width: 100px;
height: 100px;
}
}
@@ -0,0 +1,244 @@
/**
* Copyright since 2025 Mifos Initiative
*/
import { Component, Inject, ViewChild, ElementRef, AfterViewInit } from '@angular/core';
import { MAT_DIALOG_DATA, MatDialogRef, MatDialogContent, MatDialogActions } from '@angular/material/dialog';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
export interface ImageCropData {
file: File;
title: string;
aspectRatio: number; // width/height, e.g. 1 for square, 1.5 for 3:2
maxWidth: number;
maxHeight: number;
}
@Component({
selector: 'mifosx-image-crop-dialog',
templateUrl: './image-crop-dialog.component.html',
styleUrls: ['./image-crop-dialog.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
FaIconComponent,
MatDialogContent,
MatDialogActions
]
})
export class ImageCropDialogComponent implements AfterViewInit {
@ViewChild('sourceCanvas') sourceCanvas!: ElementRef<HTMLCanvasElement>;
@ViewChild('previewCanvas') previewCanvas!: ElementRef<HTMLCanvasElement>;
imageLoaded = false;
private img = new Image();
private imgWidth = 0;
private imgHeight = 0;
// Crop box (relative to displayed image)
cropX = 0;
cropY = 0;
cropW = 200;
cropH = 200;
// Drag state
private dragging = false;
private dragStartX = 0;
private dragStartY = 0;
private dragStartCropX = 0;
private dragStartCropY = 0;
// Resize state
private resizing = false;
// Canvas display dimensions
private canvasDisplayW = 0;
private canvasDisplayH = 0;
private scaleX = 1;
private scaleY = 1;
zoom = 1;
constructor(
public dialogRef: MatDialogRef<ImageCropDialogComponent>,
@Inject(MAT_DIALOG_DATA) public data: ImageCropData
) {}
ngAfterViewInit() {
const reader = new FileReader();
reader.onload = (e: any) => {
this.img.onload = () => {
this.imageLoaded = true;
setTimeout(() => this.initCanvas());
};
this.img.src = e.target.result;
};
reader.readAsDataURL(this.data.file);
}
private initCanvas() {
const canvas = this.sourceCanvas.nativeElement;
const ctx = canvas.getContext('2d')!;
const container = canvas.parentElement!;
const maxW = container.clientWidth || 500;
const maxH = 400;
// Scale image to fit container
const ratio = Math.min(maxW / this.img.width, maxH / this.img.height, 1);
this.canvasDisplayW = Math.floor(this.img.width * ratio);
this.canvasDisplayH = Math.floor(this.img.height * ratio);
this.imgWidth = this.img.width;
this.imgHeight = this.img.height;
canvas.width = this.canvasDisplayW;
canvas.height = this.canvasDisplayH;
this.scaleX = this.img.width / this.canvasDisplayW;
this.scaleY = this.img.height / this.canvasDisplayH;
// Init crop box centered
const cropSize = Math.min(this.canvasDisplayW, this.canvasDisplayH) * 0.6;
if (this.data.aspectRatio >= 1) {
this.cropW = cropSize;
this.cropH = cropSize / this.data.aspectRatio;
} else {
this.cropH = cropSize;
this.cropW = cropSize * this.data.aspectRatio;
}
this.cropX = (this.canvasDisplayW - this.cropW) / 2;
this.cropY = (this.canvasDisplayH - this.cropH) / 2;
this.drawCanvas();
this.updatePreview();
}
private drawCanvas() {
const canvas = this.sourceCanvas.nativeElement;
const ctx = canvas.getContext('2d')!;
ctx.clearRect(0, 0, canvas.width, canvas.height);
ctx.drawImage(this.img, 0, 0, canvas.width, canvas.height);
// Dark overlay outside crop
ctx.fillStyle = 'rgba(0,0,0,0.5)';
ctx.fillRect(0, 0, canvas.width, canvas.height);
// Clear crop area
ctx.clearRect(this.cropX, this.cropY, this.cropW, this.cropH);
ctx.drawImage(
this.img,
this.cropX * this.scaleX, this.cropY * this.scaleY,
this.cropW * this.scaleX, this.cropH * this.scaleY,
this.cropX, this.cropY, this.cropW, this.cropH
);
// Crop border
ctx.strokeStyle = '#1353a0';
ctx.lineWidth = 2;
ctx.strokeRect(this.cropX, this.cropY, this.cropW, this.cropH);
// Corner handles
const hs = 8;
ctx.fillStyle = '#1353a0';
const corners = [
[this.cropX, this.cropY],
[this.cropX + this.cropW, this.cropY],
[this.cropX, this.cropY + this.cropH],
[this.cropX + this.cropW, this.cropY + this.cropH]
];
corners.forEach(([x, y]) => {
ctx.fillRect(x - hs / 2, y - hs / 2, hs, hs);
});
}
private updatePreview() {
if (!this.previewCanvas) return;
const pCanvas = this.previewCanvas.nativeElement;
const pCtx = pCanvas.getContext('2d')!;
const pw = this.data.maxWidth || 150;
const ph = this.data.maxHeight || 150;
pCanvas.width = pw;
pCanvas.height = ph;
pCtx.clearRect(0, 0, pw, ph);
pCtx.drawImage(
this.img,
this.cropX * this.scaleX, this.cropY * this.scaleY,
this.cropW * this.scaleX, this.cropH * this.scaleY,
0, 0, pw, ph
);
}
onMouseDown(event: MouseEvent) {
const rect = this.sourceCanvas.nativeElement.getBoundingClientRect();
const x = event.clientX - rect.left;
const y = event.clientY - rect.top;
// Check if near bottom-right corner for resize
const cornerX = this.cropX + this.cropW;
const cornerY = this.cropY + this.cropH;
if (Math.abs(x - cornerX) < 12 && Math.abs(y - cornerY) < 12) {
this.resizing = true;
return;
}
// Check if inside crop box for drag
if (x >= this.cropX && x <= this.cropX + this.cropW && y >= this.cropY && y <= this.cropY + this.cropH) {
this.dragging = true;
this.dragStartX = x;
this.dragStartY = y;
this.dragStartCropX = this.cropX;
this.dragStartCropY = this.cropY;
}
}
onMouseMove(event: MouseEvent) {
if (!this.dragging && !this.resizing) return;
const rect = this.sourceCanvas.nativeElement.getBoundingClientRect();
const x = event.clientX - rect.left;
const y = event.clientY - rect.top;
if (this.dragging) {
this.cropX = Math.max(0, Math.min(this.canvasDisplayW - this.cropW, this.dragStartCropX + (x - this.dragStartX)));
this.cropY = Math.max(0, Math.min(this.canvasDisplayH - this.cropH, this.dragStartCropY + (y - this.dragStartY)));
}
if (this.resizing) {
const newW = Math.max(40, Math.min(this.canvasDisplayW - this.cropX, x - this.cropX));
const newH = newW / this.data.aspectRatio;
if (this.cropY + newH <= this.canvasDisplayH) {
this.cropW = newW;
this.cropH = newH;
}
}
this.drawCanvas();
this.updatePreview();
}
onMouseUp() {
this.dragging = false;
this.resizing = false;
}
confirm() {
// Create cropped image as blob
const offscreen = document.createElement('canvas');
offscreen.width = this.data.maxWidth || 300;
offscreen.height = this.data.maxHeight || 300;
const ctx = offscreen.getContext('2d')!;
ctx.drawImage(
this.img,
this.cropX * this.scaleX, this.cropY * this.scaleY,
this.cropW * this.scaleX, this.cropH * this.scaleY,
0, 0, offscreen.width, offscreen.height
);
offscreen.toBlob((blob) => {
if (blob) {
const croppedFile = new File([blob], this.data.file.name, { type: 'image/png' });
this.dialogRef.close({ croppedFile, previewUrl: offscreen.toDataURL('image/png') });
}
}, 'image/png');
}
}