feat: Client & CKYC UI improvements — filters, KYC management, image crop+merge

- Clients list: CKYC icon, CKYC Number column, status/legal form/CKYC filters
- CKYC: SFTP upload logs, date formatting, modal z-index fix, non-dismissible dialogs
- KYC Management: new standalone module with alert dashboard, notification scheduler, audit inventory, account status
- Image cropper: ngx-image-cropper integration for front+back document merge into single PNG
- Sidebar: KYC Management menu entry after CKYC

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Aditya
2026-04-16 13:51:11 +05:30
co-authored by Claude Opus 4.6
parent 79e455c4ed
commit d72e969dc3
210 changed files with 14273 additions and 1139 deletions
@@ -305,23 +305,85 @@
<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>
<!-- GSTIN (all non-individual) with Verify -->
<div class="form-field verify-field">
<mat-form-field appearance="outline" class="verify-input">
<mat-label>GSTIN Number</mat-label>
<span matPrefix class="field-prefix-icon"><mat-icon>receipt_long</mat-icon></span>
<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>
}
@if (gstinVerifyStatus === 'VERIFIED') {
<mat-icon matSuffix class="verify-icon-ok">check_circle</mat-icon>
}
@if (gstinVerifyStatus === 'FAILED') {
<mat-icon matSuffix class="verify-icon-fail">cancel</mat-icon>
}
</mat-form-field>
<div class="verify-action">
@if (gstinVerifyStatus === 'NONE' || gstinVerifyStatus === 'FAILED') {
<button
mat-raised-button
color="primary"
type="button"
class="verify-btn-inline"
[disabled]="
readOnly ||
!kycForm.get('gstinNumber')?.value ||
kycForm.get('gstinNumber')?.value.length < 15 ||
gstinVerifying ||
!clientId
"
(click)="verifyGstin()"
>
@if (gstinVerifying) {
<mat-progress-spinner diameter="16" mode="indeterminate"></mat-progress-spinner>
} @else {
<fa-icon icon="shield-alt"></fa-icon> Verify GSTIN
}
</button>
}
@if (gstinVerifyStatus === 'VERIFIED') {
<span class="verify-chip verified"><fa-icon icon="check-circle"></fa-icon> Verified</span>
}
</div>
</div>
@if (gstinVerifyStatus === '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>GSTIN Verified Successfully</span>
</div>
<div class="pan-result-body">
@if (gstinVerifyName) {
<div class="pan-result-row">
<span class="pan-result-label">Trade Name / Legal Name</span>
<span class="pan-result-value name">{{ gstinVerifyName }}</span>
</div>
}
@if (gstinVerifyState) {
<div class="pan-result-row">
<span class="pan-result-label">State</span>
<span class="pan-result-value">{{ gstinVerifyState }}</span>
</div>
}
<div class="pan-result-row">
<span class="pan-result-label">Verified On</span>
<span class="pan-result-value date">{{ gstinVerifiedOn }}</span>
</div>
</div>
</div>
}
<!-- PAN — Proprietorship uses Individual PAN, others use Enterprise PAN -->
@if (constitutionMeta?.value === 'PROPRIETORSHIP') {
@@ -263,6 +263,13 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
entPanVerifyName = '';
entPanVerifiedOn = '';
/** GSTIN verification */
gstinVerifyStatus: 'NONE' | 'VERIFIED' | 'FAILED' = 'NONE';
gstinVerifying = false;
gstinVerifyName = '';
gstinVerifiedOn = '';
gstinVerifyState = '';
/** CIN verification (dummy) */
cinVerifyStatus: 'NONE' | 'VERIFIED' | 'FAILED' = 'NONE';
cinVerifying = false;
@@ -480,6 +487,17 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
if (data.panAadhaarSeedingStatus) {
this.panAadhaarSeedingStatus = data.panAadhaarSeedingStatus;
}
if (data.gstinVerified) {
this.gstinVerifyStatus = 'VERIFIED';
this.gstinVerifyName = data.gstinTradeName || data.gstinLegalName || '';
this.gstinVerifyState = data.gstinState || '';
const rawGstinDate = data.gstinVerifiedOn;
if (Array.isArray(rawGstinDate) && rawGstinDate.length >= 3) {
this.gstinVerifiedOn = `${rawGstinDate[2]?.toString().padStart(2, '0')}/${rawGstinDate[1]?.toString().padStart(2, '0')}/${rawGstinDate[0]}`;
} else if (rawGstinDate) {
this.gstinVerifiedOn = rawGstinDate;
}
}
}
// Load existing photo & signature
this.loadExistingPhoto();
@@ -772,6 +790,68 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
);
}
/** Verify GSTIN via API */
verifyGstin() {
if (!this.clientId) return;
const gstin = this.kycForm.value.gstinNumber;
if (!gstin || this.kycForm.get('gstinNumber')?.invalid) return;
this.gstinVerifying = true;
const dateFormat = this.settingsService.dateFormat;
const payload: any = {
locale: 'en',
kycType: 1,
riskCategory: this.kycForm.value.riskCategory || 1,
gstinNumber: gstin,
dateFormat,
panNumber: this.kycForm.value.enterprisePan || this.kycForm.value.panNumber || null,
aadhaarNumberMasked: 'XXXXXXXX0000'
};
this.saveKycAndDo(
payload,
() => {
this.clientsService.verifyGSTIN(this.clientId, this.kycId).subscribe({
next: (res: any) => {
this.gstinVerifying = false;
const changes = res?.changes || res;
if (changes?.gstinVerified === true) {
this.gstinVerifyStatus = 'VERIFIED';
this.gstinVerifyName = changes?.gstinTradeName || changes?.gstinLegalName || '';
this.gstinVerifyState = changes?.gstinState || '';
const rawDate = changes?.gstinVerifiedOn;
if (Array.isArray(rawDate)) {
this.gstinVerifiedOn = `${rawDate[2]?.toString().padStart(2, '0')}/${rawDate[1]?.toString().padStart(2, '0')}/${rawDate[0]}`;
} else {
const now = new Date();
this.gstinVerifiedOn =
rawDate ||
`${now.getDate().toString().padStart(2, '0')}/${(now.getMonth() + 1).toString().padStart(2, '0')}/${now.getFullYear()}`;
}
} else {
this.gstinVerifyStatus = 'FAILED';
this.showPanErrorAlert(
changes?.gstinVerificationMessage || 'GSTIN verification failed. Please check the GSTIN number and try again.'
);
}
},
error: (err: any) => {
this.gstinVerifying = false;
this.gstinVerifyStatus = 'FAILED';
this.showPanErrorAlert(
err?.error?.errors?.[0]?.defaultUserMessage || err?.error?.defaultUserMessage || 'GSTIN verification failed.'
);
}
});
},
(msg) => {
this.gstinVerifying = false;
this.showPanErrorAlert(msg);
}
);
}
/** Verify CIN (dummy — no real API) */
verifyCin() {
const cin = this.kycForm.value.cinNumber;
@@ -158,7 +158,7 @@ $navy: #0f172a;
}
}
@media (max-width: 600px) {
@media (width <= 600px) {
.crop-workspace {
flex-direction: column;
}