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
@@ -92,7 +92,7 @@ $red-light: #fce8e6;
margin-bottom: 12px !important;
border-radius: 10px !important;
border: 1px solid $gray-200 !important;
box-shadow: 0 1px 3px rgba(0, 0, 0, 0.06) !important;
box-shadow: 0 1px 3px rgb(0 0 0 / 6%) !important;
&::ng-deep .mat-expansion-panel-body {
padding: 0 20px 20px !important;
@@ -194,11 +194,11 @@ $red-light: #fce8e6;
border-radius: 8px;
overflow: hidden;
@media (max-width: 768px) {
@media (width <= 768px) {
grid-template-columns: repeat(2, 1fr);
}
@media (max-width: 480px) {
@media (width <= 480px) {
grid-template-columns: 1fr;
}
}
@@ -233,7 +233,7 @@ $red-light: #fce8e6;
word-break: break-word;
&--mono {
font-family: 'SF Mono', 'Cascadia Code', 'Consolas', monospace;
font-family: 'SF Mono', 'Cascadia Code', Consolas, monospace;
font-size: 13px;
letter-spacing: 0.5px;
}
@@ -24,52 +24,108 @@
</div>
</div>
<!-- Top Section: Read-Only Client Info -->
<mat-card class="ckyc-info-card">
<mat-card-content>
<div class="ckyc-info-grid">
<!-- Account Number Dropdown -->
<div class="ckyc-info-item">
<span class="ckyc-info-label">{{ 'labels.inputs.Account Number' | translate }}</span>
<mat-form-field appearance="outline">
<mat-select
[value]="selectedAccount?.accountNo || ''"
(selectionChange)="onAccountSelect($event.value)"
[placeholder]="'labels.inputs.Select Account' | translate"
>
@for (account of allAccounts; track account.accountNo) {
<mat-option [value]="account.accountNo">
{{ account.accountNo }} ({{ account.productName }})
</mat-option>
}
</mat-select>
</mat-form-field>
</div>
<!-- Client ID -->
<div class="ckyc-info-item">
<span class="ckyc-info-label">{{ 'labels.inputs.Client ID' | translate }}</span>
<span class="ckyc-info-value">{{ clientId }}</span>
</div>
<!-- Client Name -->
<div class="ckyc-info-item">
<span class="ckyc-info-label">{{ 'labels.inputs.Client Name' | translate }}</span>
<span class="ckyc-info-value">{{ clientName }}</span>
</div>
<!-- Account Type -->
<div class="ckyc-info-item">
<span class="ckyc-info-label">{{ 'labels.inputs.Account Type' | translate }}</span>
<span class="ckyc-info-value">{{ selectedAccountType || '—' }}</span>
</div>
<!-- CERSAI Sync Status hero -->
<div class="cersai-hero" [class.cersai-hero--synced]="ckycNumber" [class.cersai-hero--pending]="!ckycNumber">
<div class="cersai-hero__left">
<div class="cersai-hero__icon">
@if (ckycNumber) {
<fa-icon icon="check-double"></fa-icon>
} @else {
<fa-icon icon="hourglass-half"></fa-icon>
}
</div>
</mat-card-content>
</mat-card>
<div class="cersai-hero__text">
<div class="cersai-hero__status">
@if (ckycNumber) {
<span class="cersai-hero__tag">SYNCED WITH CERSAI</span>
} @else {
<span class="cersai-hero__tag cersai-hero__tag--pending">PENDING CERSAI SYNC</span>
}
</div>
@if (ckycNumber) {
<div class="cersai-hero__ckyc-label">CKYC Registry Number</div>
<div class="cersai-hero__ckyc-number">{{ ckycNumber }}</div>
<div class="cersai-hero__meta">
@if (ckycUploadedOn) {
<span>
<fa-icon icon="calendar-check"></fa-icon>
Uploaded on <strong>{{ ckycUploadedOn }}</strong>
</span>
}
@if (ckycBatchId) {
<span class="cersai-hero__sep">·</span>
<span>
<fa-icon icon="file-archive"></fa-icon>
Batch <strong>{{ ckycBatchId }}</strong>
</span>
}
</div>
} @else {
<div class="cersai-hero__ckyc-label">This client has not yet been synced to the CERSAI registry</div>
<div class="cersai-hero__hint">
Collect all 4 artefacts below, then create a batch from the Record Master to upload.
</div>
}
</div>
</div>
@if (ckycNumber) {
<div class="cersai-hero__pulse">
<span class="cersai-hero__pulse-dot"></span>
Live
</div>
}
</div>
<!-- Client basic info -->
<div class="ckyc-info-grid">
<div class="ckyc-info-item">
<span class="ckyc-info-label">
<fa-icon icon="hashtag"></fa-icon> CIF Number
</span>
<span class="ckyc-info-value ckyc-info-value--mono">{{ cifNumber || clientId }}</span>
</div>
<div class="ckyc-info-item">
<span class="ckyc-info-label">
<fa-icon icon="user"></fa-icon> Full Name
</span>
<span class="ckyc-info-value">{{ clientName || '—' }}</span>
</div>
<div class="ckyc-info-item">
<span class="ckyc-info-label">
<fa-icon icon="envelope"></fa-icon> Email
</span>
@if (clientEmail) {
<span class="ckyc-info-value">{{ clientEmail }}</span>
} @else {
<span class="ckyc-info-value ckyc-info-value--missing">No email on file</span>
}
</div>
<div class="ckyc-info-item">
<span class="ckyc-info-label">
<fa-icon icon="phone"></fa-icon> Mobile
</span>
@if (clientMobile) {
<span class="ckyc-info-value">{{ clientMobile }}</span>
} @else {
<span class="ckyc-info-value ckyc-info-value--missing">No mobile on file</span>
}
</div>
</div>
<!-- Document Upload Section -->
<h4 class="ckyc-section-title">{{ 'labels.heading.CKYC Documents' | translate }}</h4>
@if (checkingExisting) {
<div class="ckyc-existing-loading">
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
<span>Checking for already-uploaded artefacts…</span>
</div>
}
<div class="ckyc-upload-grid">
<!-- Address Proof Document -->
<mat-card class="ckyc-upload-card">
@@ -78,6 +134,41 @@
<mat-icon class="ckyc-upload-icon">home</mat-icon>
<span>{{ 'labels.inputs.Address Proof Document' | translate }}</span>
</div>
@if (existing.ADDRESS_PROOF.present) {
<div class="ckyc-existing">
<div class="ckyc-existing__head">
<fa-icon icon="check-circle" class="ckyc-existing__ok"></fa-icon>
<div>
<strong>Already available</strong>
<span class="ckyc-existing__source">from {{ existing.ADDRESS_PROOF.source }}</span>
</div>
</div>
<div class="ckyc-existing__meta">
<fa-icon icon="file-alt"></fa-icon>
<span>{{ existing.ADDRESS_PROOF.name }}</span>
@if (existing.ADDRESS_PROOF.documentKey) {
<span class="ckyc-existing__key">{{ existing.ADDRESS_PROOF.documentKey }}</span>
}
@if (existing.ADDRESS_PROOF.fileCount && existing.ADDRESS_PROOF.fileCount > 0) {
<span class="ckyc-existing__count">
{{ existing.ADDRESS_PROOF.fileCount }} {{ existing.ADDRESS_PROOF.fileCount === 1 ? 'file' : 'files' }}
</span>
}
</div>
<button
mat-stroked-button
type="button"
class="ckyc-existing__replace"
(click)="toggleReplace('ADDRESS_PROOF')"
>
<fa-icon [icon]="existing.ADDRESS_PROOF.expanded ? 'times' : 'upload'"></fa-icon>
{{ existing.ADDRESS_PROOF.expanded ? 'Cancel replace' : 'Upload new version' }}
</button>
</div>
}
@if (!existing.ADDRESS_PROOF.present || existing.ADDRESS_PROOF.expanded) {
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG, PDF</p>
<div class="ckyc-file-row">
<input
@@ -137,6 +228,7 @@
</p>
</div>
}
}
</mat-card-content>
</mat-card>
@@ -147,6 +239,41 @@
<mat-icon class="ckyc-upload-icon">photo_camera</mat-icon>
<span>{{ 'labels.inputs.Photo Proof Document' | translate }}</span>
</div>
@if (existing.PHOTO_PROOF.present) {
<div class="ckyc-existing">
<div class="ckyc-existing__head">
<fa-icon icon="check-circle" class="ckyc-existing__ok"></fa-icon>
<div>
<strong>Already available</strong>
<span class="ckyc-existing__source">from {{ existing.PHOTO_PROOF.source }}</span>
</div>
</div>
<div class="ckyc-existing__meta">
<fa-icon icon="id-card"></fa-icon>
<span>{{ existing.PHOTO_PROOF.name }}</span>
@if (existing.PHOTO_PROOF.documentKey) {
<span class="ckyc-existing__key">{{ existing.PHOTO_PROOF.documentKey }}</span>
}
@if (existing.PHOTO_PROOF.fileCount && existing.PHOTO_PROOF.fileCount > 0) {
<span class="ckyc-existing__count">
{{ existing.PHOTO_PROOF.fileCount }} {{ existing.PHOTO_PROOF.fileCount === 1 ? 'file' : 'files' }}
</span>
}
</div>
<button
mat-stroked-button
type="button"
class="ckyc-existing__replace"
(click)="toggleReplace('PHOTO_PROOF')"
>
<fa-icon [icon]="existing.PHOTO_PROOF.expanded ? 'times' : 'upload'"></fa-icon>
{{ existing.PHOTO_PROOF.expanded ? 'Cancel replace' : 'Upload new version' }}
</button>
</div>
}
@if (!existing.PHOTO_PROOF.present || existing.PHOTO_PROOF.expanded) {
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG, PDF</p>
<div class="ckyc-file-row">
<input
@@ -206,6 +333,7 @@
</p>
</div>
}
}
</mat-card-content>
</mat-card>
@@ -216,6 +344,32 @@
<mat-icon class="ckyc-upload-icon">person</mat-icon>
<span>{{ 'labels.inputs.Image of Client' | translate }}</span>
</div>
@if (existing.CLIENT_IMAGE.present) {
<div class="ckyc-existing">
<div class="ckyc-existing__head">
<fa-icon icon="check-circle" class="ckyc-existing__ok"></fa-icon>
<div>
<strong>Already available</strong>
<span class="ckyc-existing__source">from {{ existing.CLIENT_IMAGE.source }}</span>
</div>
</div>
@if (existing.CLIENT_IMAGE.previewUrl) {
<img [src]="existing.CLIENT_IMAGE.previewUrl" alt="Client photo" class="ckyc-existing__thumb" />
}
<button
mat-stroked-button
type="button"
class="ckyc-existing__replace"
(click)="toggleReplace('CLIENT_IMAGE')"
>
<fa-icon [icon]="existing.CLIENT_IMAGE.expanded ? 'times' : 'upload'"></fa-icon>
{{ existing.CLIENT_IMAGE.expanded ? 'Cancel replace' : 'Upload new version' }}
</button>
</div>
}
@if (!existing.CLIENT_IMAGE.present || existing.CLIENT_IMAGE.expanded) {
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG</p>
<div class="ckyc-file-row">
<input
@@ -275,6 +429,7 @@
</p>
</div>
}
}
</mat-card-content>
</mat-card>
@@ -285,6 +440,36 @@
<mat-icon class="ckyc-upload-icon">draw</mat-icon>
<span>{{ 'labels.inputs.Signature of Client' | translate }}</span>
</div>
@if (existing.CLIENT_SIGNATURE.present) {
<div class="ckyc-existing">
<div class="ckyc-existing__head">
<fa-icon icon="check-circle" class="ckyc-existing__ok"></fa-icon>
<div>
<strong>Already available</strong>
<span class="ckyc-existing__source">from {{ existing.CLIENT_SIGNATURE.source }}</span>
</div>
</div>
@if (existing.CLIENT_SIGNATURE.previewUrl) {
<img [src]="existing.CLIENT_SIGNATURE.previewUrl" alt="Client signature" class="ckyc-existing__thumb ckyc-existing__thumb--wide" />
}
<div class="ckyc-existing__meta">
<fa-icon icon="file-signature"></fa-icon>
<span>{{ existing.CLIENT_SIGNATURE.name }}</span>
</div>
<button
mat-stroked-button
type="button"
class="ckyc-existing__replace"
(click)="toggleReplace('CLIENT_SIGNATURE')"
>
<fa-icon [icon]="existing.CLIENT_SIGNATURE.expanded ? 'times' : 'upload'"></fa-icon>
{{ existing.CLIENT_SIGNATURE.expanded ? 'Cancel replace' : 'Upload new version' }}
</button>
</div>
}
@if (!existing.CLIENT_SIGNATURE.present || existing.CLIENT_SIGNATURE.expanded) {
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG</p>
<div class="ckyc-file-row">
<input
@@ -344,6 +529,7 @@
</p>
</div>
}
}
</mat-card-content>
</mat-card>
</div>
@@ -49,37 +49,236 @@
line-height: 18px;
}
.ckyc-info-card {
margin-bottom: 24px;
/* ===================== CERSAI Sync Hero ===================== */
.cersai-hero {
position: relative;
display: flex;
align-items: center;
justify-content: space-between;
gap: 20px;
padding: 22px 26px;
border-radius: 16px;
overflow: hidden;
margin-bottom: 18px;
color: #fff;
box-shadow: 0 6px 22px rgba(0, 0, 0, 0.1);
&::before {
content: '';
position: absolute;
top: -60%;
right: -10%;
width: 320px;
height: 320px;
border-radius: 50%;
background: radial-gradient(circle, rgba(255, 255, 255, 0.18), transparent 70%);
pointer-events: none;
}
&--synced {
background: linear-gradient(135deg, #0f6e56 0%, #1d9e75 55%, #2fb88c 100%);
}
&--pending {
background: linear-gradient(135deg, #8a5a14 0%, #ba7517 55%, #d4892f 100%);
}
&__left {
display: flex;
align-items: center;
gap: 18px;
min-width: 0;
position: relative;
flex: 1;
}
&__icon {
width: 60px;
height: 60px;
border-radius: 16px;
background: rgba(255, 255, 255, 0.2);
border: 1px solid rgba(255, 255, 255, 0.35);
display: flex;
align-items: center;
justify-content: center;
font-size: 26px;
flex-shrink: 0;
backdrop-filter: blur(10px);
}
&__text {
min-width: 0;
flex: 1;
}
&__tag {
display: inline-block;
padding: 4px 12px;
border-radius: 20px;
background: rgba(255, 255, 255, 0.22);
border: 1px solid rgba(255, 255, 255, 0.4);
font-size: 10px;
font-weight: 700;
letter-spacing: 0.8px;
text-transform: uppercase;
backdrop-filter: blur(8px);
}
&__ckyc-label {
font-size: 11px;
font-weight: 600;
opacity: 0.9;
text-transform: uppercase;
letter-spacing: 0.5px;
margin: 10px 0 4px;
}
&__ckyc-number {
font-size: 24px;
font-weight: 800;
font-family: 'SF Mono', 'Cascadia Code', Consolas, monospace;
letter-spacing: 0.5px;
line-height: 1.1;
margin-bottom: 8px;
}
&__meta {
display: flex;
align-items: center;
gap: 8px;
font-size: 12px;
opacity: 0.95;
flex-wrap: wrap;
fa-icon { font-size: 11px; opacity: 0.9; margin-right: 3px; }
strong { font-weight: 700; }
}
&__sep { opacity: 0.5; }
&__hint {
font-size: 12px;
opacity: 0.9;
line-height: 1.5;
max-width: 480px;
margin-top: 4px;
}
&__pulse {
display: inline-flex;
align-items: center;
gap: 8px;
padding: 7px 14px;
background: rgba(255, 255, 255, 0.2);
border: 1px solid rgba(255, 255, 255, 0.35);
border-radius: 20px;
font-size: 11px;
font-weight: 700;
letter-spacing: 0.5px;
backdrop-filter: blur(8px);
flex-shrink: 0;
position: relative;
z-index: 1;
}
&__pulse-dot {
width: 8px;
height: 8px;
border-radius: 50%;
background: #9fe1cb;
box-shadow: 0 0 0 0 rgba(159, 225, 203, 0.7);
animation: cersai-pulse 2s infinite;
}
}
@keyframes cersai-pulse {
0% { box-shadow: 0 0 0 0 rgba(159, 225, 203, 0.7); }
70% { box-shadow: 0 0 0 10px rgba(159, 225, 203, 0); }
100% { box-shadow: 0 0 0 0 rgba(159, 225, 203, 0); }
}
/* ===================== Client info grid ===================== */
.ckyc-info-grid {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(220px, 1fr));
gap: 16px;
align-items: start;
grid-template-columns: repeat(4, minmax(0, 1fr));
gap: 12px;
margin-bottom: 22px;
}
.ckyc-info-item {
display: flex;
flex-direction: column;
gap: 4px;
gap: 6px;
padding: 14px 16px;
background: #fff;
border: 1px solid #e8eaed;
border-radius: 12px;
min-width: 0;
transition: all 0.15s;
&:hover {
border-color: #c6dafc;
box-shadow: 0 2px 8px rgba(26, 115, 232, 0.06);
}
}
@media (width <= 900px) {
.ckyc-info-grid {
grid-template-columns: repeat(2, minmax(0, 1fr));
}
.cersai-hero {
flex-direction: column;
align-items: flex-start;
&__left { width: 100%; }
&__icon { width: 52px; height: 52px; font-size: 22px; }
&__ckyc-number { font-size: 20px; }
}
}
@media (width <= 500px) {
.ckyc-info-grid {
grid-template-columns: 1fr;
}
}
.ckyc-info-label {
font-size: 11px;
font-weight: 600;
color: #888;
font-size: 10px;
font-weight: 700;
color: #5f6368;
text-transform: uppercase;
letter-spacing: 0.5px;
letter-spacing: 0.06em;
display: inline-flex;
align-items: center;
gap: 6px;
fa-icon { color: #1a73e8; font-size: 11px; }
}
.ckyc-info-value {
font-size: 14px;
color: #333;
min-height: 20px;
font-size: 13px;
color: #202124;
font-weight: 600;
min-height: 18px;
word-break: break-word;
&--mono {
font-family: 'SF Mono', 'Cascadia Code', Consolas, monospace;
font-size: 12px;
color: #1a73e8;
letter-spacing: 0.3px;
}
&--missing {
color: #9aa0a6;
font-weight: 500;
font-style: italic;
}
}
.ckyc-info-hint { display: none; }
.ckyc-section-title {
margin: 24px 0 12px;
font-weight: 600;
@@ -87,31 +286,58 @@
.ckyc-upload-grid {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(340px, 1fr));
grid-template-columns: repeat(2, 1fr);
gap: 16px;
margin-bottom: 16px;
align-items: stretch;
}
.ckyc-upload-card {
border-radius: 12px !important;
border: 1px solid #e8eaed;
box-shadow: none !important;
transition: border-color 0.15s, box-shadow 0.15s;
display: flex;
flex-direction: column;
min-height: 240px;
&:hover {
border-color: #c6dafc;
box-shadow: 0 2px 10px rgba(26, 115, 232, 0.06) !important;
}
.mat-mdc-card-content {
padding: 16px;
padding: 18px 20px !important;
display: flex;
flex-direction: column;
height: 100%;
}
}
.ckyc-upload-header {
display: flex;
align-items: center;
gap: 8px;
gap: 10px;
font-weight: 600;
font-size: 14px;
margin-bottom: 8px;
color: #202124;
padding-bottom: 12px;
margin-bottom: 0;
border-bottom: 1px solid #f1f3f4;
}
.ckyc-upload-icon {
font-size: 20px;
height: 20px;
width: 20px;
color: #1976d2;
font-size: 18px;
height: 32px;
width: 32px;
color: #fff;
background: linear-gradient(135deg, #1a73e8, #4285f4);
border-radius: 8px;
display: flex !important;
align-items: center;
justify-content: center;
box-shadow: 0 2px 6px rgba(26, 115, 232, 0.25);
flex-shrink: 0;
}
.ckyc-upload-hint {
@@ -163,6 +389,12 @@
}
}
@media (width <= 900px) {
.ckyc-upload-grid {
grid-template-columns: 1fr;
}
}
@media (width <= 600px) {
.ckyc-info-grid {
grid-template-columns: 1fr;
@@ -180,3 +412,149 @@
width: 100%;
}
}
/* ===================== Already-available banners ===================== */
.ckyc-existing-loading {
display: inline-flex;
align-items: center;
gap: 10px;
padding: 8px 14px;
background: #e8f0fe;
color: #0c447c;
border-radius: 8px;
font-size: 12px;
margin-bottom: 14px;
mat-progress-spinner { display: inline-block; }
}
.ckyc-existing {
display: flex;
flex-direction: column;
gap: 12px;
padding: 14px 14px 12px;
background: #f0fbf6;
border: 1px solid #cfecdd;
border-radius: 10px;
margin-top: 14px;
flex: 1;
position: relative;
&::before {
content: '';
position: absolute;
inset: 0 auto 0 0;
width: 3px;
background: #1d9e75;
border-radius: 10px 0 0 10px;
}
&__head {
display: flex;
align-items: center;
gap: 10px;
strong {
display: block;
font-size: 13px;
font-weight: 700;
color: #085041;
line-height: 1.2;
}
}
&__ok {
font-size: 20px;
color: #1d9e75;
flex-shrink: 0;
}
&__source {
display: block;
font-size: 11px;
color: #0f6e56;
margin-top: 2px;
font-weight: 500;
}
&__meta {
display: flex;
align-items: center;
gap: 8px;
font-size: 12px;
color: #085041;
flex-wrap: wrap;
padding: 8px 10px;
background: #fff;
border: 1px solid #cfecdd;
border-radius: 8px;
> span:first-of-type {
font-weight: 600;
}
fa-icon { color: #1d9e75; font-size: 12px; }
}
&__key {
font-family: 'SF Mono', Consolas, monospace;
font-size: 11px;
background: #e1f5ee;
color: #0f6e56;
padding: 2px 8px;
border-radius: 10px;
border: 1px solid #cfecdd;
font-weight: 600;
}
&__count {
font-size: 10px;
font-weight: 700;
background: #1d9e75;
color: #fff;
padding: 2px 8px;
border-radius: 10px;
text-transform: uppercase;
letter-spacing: 0.3px;
}
&__thumb {
width: 100px;
height: 100px;
border-radius: 10px;
border: 2px solid #fff;
outline: 1px solid #cfecdd;
background: #fff;
object-fit: cover;
align-self: center;
box-shadow: 0 2px 8px rgba(0, 0, 0, 0.06);
&--wide {
width: 200px;
height: 80px;
object-fit: contain;
}
}
&__replace {
align-self: stretch;
margin-top: auto;
height: 34px !important;
font-size: 11px !important;
font-weight: 600 !important;
border-radius: 8px !important;
border: 1px solid #cfecdd !important;
color: #0f6e56 !important;
background: #fff !important;
padding: 0 12px !important;
letter-spacing: 0.2px;
fa-icon { margin-right: 6px; font-size: 11px; }
&:hover {
background: #e1f5ee !important;
border-color: #1d9e75 !important;
}
}
}
@@ -9,7 +9,7 @@
/** Angular Imports */
import { Component, OnInit, OnDestroy, inject } from '@angular/core';
import { ActivatedRoute } from '@angular/router';
import { Subject, takeUntil, catchError, of } from 'rxjs';
import { Subject, takeUntil, catchError, of, forkJoin } from 'rxjs';
/** Custom Services */
import { ClientsService } from '../../clients.service';
@@ -19,6 +19,17 @@ import { MatProgressSpinner } from '@angular/material/progress-spinner';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
interface ExistingArtefact {
present: boolean;
name?: string;
source?: string;
previewUrl?: string;
documentId?: string;
documentKey?: string;
fileCount?: number;
expanded?: boolean;
}
@Component({
selector: 'mifosx-ckyc-tab',
templateUrl: './ckyc-tab.component.html',
@@ -41,6 +52,10 @@ export class CkycTabComponent implements OnInit, OnDestroy {
/** Top section - read-only client info */
clientId: string;
clientName: string = '';
clientEmail: string = '';
clientMobile: string = '';
cifNumber: string = '';
ckycNumber: string = '';
allAccounts: any[] = [];
selectedAccount: any = null;
selectedAccountType: string = '';
@@ -48,6 +63,17 @@ export class CkycTabComponent implements OnInit, OnDestroy {
/** State */
loading = true;
ckycData: any = null;
ckycUploadedOn = '';
ckycBatchId = '';
checkingExisting = false;
/** Pre-existing artefacts detected from client data */
existing: Record<'ADDRESS_PROOF' | 'PHOTO_PROOF' | 'CLIENT_IMAGE' | 'CLIENT_SIGNATURE', ExistingArtefact> = {
ADDRESS_PROOF: { present: false },
PHOTO_PROOF: { present: false },
CLIENT_IMAGE: { present: false },
CLIENT_SIGNATURE: { present: false }
};
/** File references */
addressProofFile: File | null = null;
@@ -80,13 +106,18 @@ export class CkycTabComponent implements OnInit, OnDestroy {
this.loadClientInfo();
this.loadAccounts();
this.loadCkycData();
this.loadExistingArtefacts();
});
}
private loadClientInfo(): void {
this.route.parent.data.subscribe((data: any) => {
if (data?.clientViewData) {
this.clientName = data.clientViewData.displayName || '';
const cv = data?.clientViewData;
if (cv) {
this.clientName = cv.displayName || '';
this.clientEmail = cv.emailAddress || '';
this.clientMobile = cv.mobileNo || '';
this.cifNumber = cv.accountNo || cv.externalId || '';
}
});
}
@@ -122,8 +153,10 @@ export class CkycTabComponent implements OnInit, OnDestroy {
private loadCkycData(): void {
this.loading = true;
// Read CKYC registry data from /clients/{id}/kyc — that's where the
// SFTP upload flow persists ckycNumber / ckycUploadedOn / ckycBatchId.
this.clientsService
.getClientCkyc(this.clientId)
.getClientKyc(this.clientId)
.pipe(
takeUntil(this.destroy$),
catchError(() => {
@@ -134,9 +167,120 @@ export class CkycTabComponent implements OnInit, OnDestroy {
.subscribe((data: any) => {
this.loading = false;
this.ckycData = data;
this.ckycNumber = data?.ckycNumber || '';
this.ckycUploadedOn = this.formatJavaDate(data?.ckycUploadedOn);
this.ckycBatchId = data?.ckycBatchId || '';
});
}
private formatJavaDate(value: any): string {
if (!value) return '';
if (Array.isArray(value) && value.length >= 3) {
const [y, m, d] = value;
return `${String(d).padStart(2, '0')}-${String(m).padStart(2, '0')}-${y}`;
}
if (typeof value === 'string') return value;
return '';
}
/**
* Fetch photo (profile image), signature (client document),
* ID proof and address proof (client identifiers) so already-uploaded
* artefacts are shown here instead of forcing re-upload.
*/
private loadExistingArtefacts(): void {
this.checkingExisting = true;
forkJoin({
photo: this.clientsService.getClientProfileImage(this.clientId).pipe(catchError(() => of(null))),
documents: this.clientsService.getClientDocuments(this.clientId).pipe(catchError(() => of([]))),
identifiers: this.clientsService.getClientIdentifiers(this.clientId).pipe(catchError(() => of([]))),
proofTypes: this.clientsService.getKycProofTypes().pipe(catchError(() => of({ idProofs: [], addressProofs: [] })))
})
.pipe(takeUntil(this.destroy$))
.subscribe(({ photo, documents, identifiers, proofTypes }) => {
this.checkingExisting = false;
// 1. Photo / image of client — from m_client.image_id
if (photo && typeof photo === 'string' && photo.length > 0) {
this.existing.CLIENT_IMAGE = {
present: true,
source: 'Client registration',
previewUrl: photo,
name: 'Profile photo'
};
}
// 2. Signature — client document with name='clientSignature'
const signatureDoc = (documents as any[])?.find((d: any) => d?.name === 'clientSignature');
if (signatureDoc) {
this.existing.CLIENT_SIGNATURE = {
present: true,
source: 'Client registration',
name: signatureDoc.fileName || 'Client signature',
documentId: signatureDoc.id
};
// Fetch blob for preview
this.clientsService
.getClientSignatureImage(this.clientId, signatureDoc.id)
.pipe(takeUntil(this.destroy$))
.subscribe({
next: (blob: any) => {
if (blob) {
this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
}
},
error: () => undefined
});
}
// 3 & 4. ID proof + Address proof — client identifiers classified via proof-types
const idProofIds = new Set<string>((proofTypes?.idProofs || []).map((p: any) => String(p.id)));
const addressProofIds = new Set<string>(
(proofTypes?.addressProofs || []).map((p: any) => String(p.id))
);
const idList = Array.isArray(identifiers)
? identifiers
: (identifiers as any)?.pageItems || [];
for (const identity of idList) {
const docTypeId = String(identity?.documentType?.id ?? '');
const isActive =
!identity?.status ||
identity?.status?.code === 'clientIdentifierStatusType.active' ||
identity?.status === 'clientIdentifierStatusType.active' ||
identity?.status === 'Active';
if (!isActive) continue;
const proofName = identity?.documentType?.name || 'Identifier';
// Address proof documentKey is auto-generated as "<ProofName> - <clientId>"
// in identities-tab; hide it when it's just that synthetic key.
const rawKey = identity?.documentKey || '';
const isSyntheticKey = rawKey.startsWith(`${proofName} - `);
const common = {
present: true,
source: 'Identities section',
name: proofName,
documentKey: isSyntheticKey ? '' : rawKey,
documentId: identity?.id,
fileCount: (identity?.documents || []).length
};
if (idProofIds.has(docTypeId) && !this.existing.PHOTO_PROOF.present) {
this.existing.PHOTO_PROOF = common;
} else if (addressProofIds.has(docTypeId) && !this.existing.ADDRESS_PROOF.present) {
this.existing.ADDRESS_PROOF = common;
}
}
});
}
toggleReplace(documentType: string): void {
const entry = (this.existing as any)[documentType];
if (entry) entry.expanded = !entry.expanded;
}
onAccountSelect(accountNo: string): void {
this.selectedAccount = this.allAccounts.find((a) => a.accountNo === accountNo) || null;
this.selectedAccountType = this.selectedAccount?.accountType || '';
@@ -215,5 +359,9 @@ export class CkycTabComponent implements OnInit, OnDestroy {
ngOnDestroy(): void {
this.destroy$.next();
this.destroy$.complete();
// Release object URLs
Object.values(this.existing).forEach((e) => {
if (e.previewUrl?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrl);
});
}
}
@@ -22,8 +22,8 @@ $accent: #0ea5e9;
background: #fff !important;
border-radius: 10px;
overflow: hidden;
border: 1px solid rgba(0, 0, 0, 0.06);
box-shadow: 0 1px 4px rgba(0, 0, 0, 0.04);
border: 1px solid rgb(0 0 0 / 6%);
box-shadow: 0 1px 4px rgb(0 0 0 / 4%);
margin: 0;
padding: 0;
}
@@ -42,10 +42,7 @@ $accent: #0ea5e9;
&::after {
content: '';
position: absolute;
top: 0;
left: 0;
right: 0;
bottom: 0;
inset: 0;
background: repeating-linear-gradient(108deg, transparent 0, transparent 80px, rgb(255 255 255 / 2.5%) 80px, rgb(255 255 255 / 2.5%) 160px);
pointer-events: none;
}
@@ -69,7 +66,7 @@ $accent: #0ea5e9;
height: 72px;
border-radius: 10px;
object-fit: cover;
border: 2px solid rgba(255, 255, 255, 0.25);
border: 2px solid rgb(255 255 255 / 25%);
background: #fff;
}
@@ -84,9 +81,9 @@ $accent: #0ea5e9;
min-width: 26px !important;
padding: 0 !important;
border-radius: 5px !important;
background: rgba(255, 255, 255, 0.1) !important;
color: rgba(255, 255, 255, 0.6) !important;
border: 1px solid rgba(255, 255, 255, 0.15) !important;
background: rgb(255 255 255 / 10%) !important;
color: rgb(255 255 255 / 60%) !important;
border: 1px solid rgb(255 255 255 / 15%) !important;
display: flex !important;
align-items: center;
justify-content: center;
@@ -96,19 +93,19 @@ $accent: #0ea5e9;
i { font-size: 10px; }
&:hover {
background: rgba(255, 255, 255, 0.2) !important;
background: rgb(255 255 255 / 20%) !important;
color: #fff !important;
}
&--danger:hover {
background: rgba(239, 68, 68, 0.35) !important;
border-color: rgba(239, 68, 68, 0.45) !important;
background: rgb(239 68 68 / 35%) !important;
border-color: rgb(239 68 68 / 45%) !important;
}
}
&__sig {
font-size: 10px;
color: rgba(255, 255, 255, 0.6);
color: rgb(255 255 255 / 60%);
cursor: pointer;
font-weight: 500;
@@ -148,23 +145,23 @@ $accent: #0ea5e9;
border-radius: 4px;
text-transform: uppercase;
letter-spacing: 0.4px;
background: rgba(16, 185, 129, 0.2);
background: rgb(16 185 129 / 20%);
color: #6ee7b7;
border: 1px solid rgba(16, 185, 129, 0.25);
border: 1px solid rgb(16 185 129 / 25%);
}
}
.cv-menu-btn {
color: rgba(255, 255, 255, 0.7) !important;
color: rgb(255 255 255 / 70%) !important;
width: 28px !important;
height: 28px !important;
min-width: 28px !important;
padding: 0 !important;
border: 1px solid rgba(255, 255, 255, 0.15);
border: 1px solid rgb(255 255 255 / 15%);
border-radius: 5px !important;
line-height: 28px !important;
&:hover { background: rgba(255, 255, 255, 0.1); color: #fff !important; }
&:hover { background: rgb(255 255 255 / 10%); color: #fff !important; }
.actions-menu {
font-size: 14px !important;
@@ -187,14 +184,14 @@ $accent: #0ea5e9;
align-items: center;
gap: 8px;
padding: 4px 11px;
background: rgba(255, 255, 255, 0.1);
border: 1px solid rgba(255, 255, 255, 0.13);
background: rgb(255 255 255 / 10%);
border: 1px solid rgb(255 255 255 / 13%);
border-radius: 5px;
&__label {
font-size: 9px;
font-weight: 700;
color: rgba(255, 255, 255, 0.4);
color: rgb(255 255 255 / 40%);
text-transform: uppercase;
letter-spacing: 0.4px;
}
@@ -203,7 +200,7 @@ $accent: #0ea5e9;
font-size: 12px;
font-weight: 600;
color: #fff;
font-family: 'SF Mono', 'Cascadia Code', 'Consolas', monospace;
font-family: 'SF Mono', 'Cascadia Code', Consolas, monospace;
letter-spacing: 0.3px;
}
}
@@ -220,19 +217,19 @@ $accent: #0ea5e9;
.cv-cell {
padding: 9px 13px;
background: rgba(255, 255, 255, 0.07);
background: rgb(255 255 255 / 7%);
border-radius: 6px;
border: 1px solid rgba(255, 255, 255, 0.08);
border: 1px solid rgb(255 255 255 / 8%);
transition: background 0.12s;
&:hover {
background: rgba(255, 255, 255, 0.12);
background: rgb(255 255 255 / 12%);
}
&__label {
font-size: 9px;
font-weight: 600;
color: rgba(255, 255, 255, 0.45);
color: rgb(255 255 255 / 45%);
text-transform: uppercase;
letter-spacing: 0.5px;
margin-bottom: 2px;
@@ -253,9 +250,9 @@ $accent: #0ea5e9;
border-radius: 10px;
letter-spacing: 0.3px;
&--green { background: rgba(16, 185, 129, 0.2); color: #6ee7b7; }
&--yellow { background: rgba(245, 158, 11, 0.2); color: #fcd34d; }
&--red { background: rgba(239, 68, 68, 0.2); color: #fca5a5; }
&--green { background: rgb(16 185 129 / 20%); color: #6ee7b7; }
&--yellow { background: rgb(245 158 11 / 20%); color: #fcd34d; }
&--red { background: rgb(239 68 68 / 20%); color: #fca5a5; }
}
.actions-menu { color: #fff !important; }
@@ -263,7 +260,7 @@ $accent: #0ea5e9;
// ── Tab bar ──
.cv-tabs {
background: #fff;
border-bottom: 1px solid rgba(0, 0, 0, 0.06);
border-bottom: 1px solid rgb(0 0 0 / 6%);
::ng-deep .mat-mdc-tab-link {
font-size: 12px !important;
@@ -292,7 +289,7 @@ $accent: #0ea5e9;
button,
mat-icon,
fa-icon {
color: rgba(255, 255, 255, 0.4) !important;
color: rgb(255 255 255 / 40%) !important;
font-size: 11px !important;
width: 16px !important;
height: 16px !important;
@@ -311,8 +308,8 @@ $accent: #0ea5e9;
// ── Client menu styling ──
::ng-deep .mat-mdc-menu-panel {
border-radius: 10px !important;
border: 1px solid rgba(0, 0, 0, 0.06) !important;
box-shadow: 0 8px 30px rgba(0, 0, 0, 0.12) !important;
border: 1px solid rgb(0 0 0 / 6%) !important;
box-shadow: 0 8px 30px rgb(0 0 0 / 12%) !important;
min-width: 200px !important;
padding: 6px 0 !important;
@@ -352,17 +349,17 @@ $accent: #0ea5e9;
}
// ── Responsive ──
@media (max-width: 1024px) {
@media (width <= 1024px) {
.cv-grid { grid-template-columns: repeat(3, 1fr); }
}
@media (max-width: 768px) {
@media (width <= 768px) {
.cv-top { flex-direction: column; align-items: center; text-align: center; }
.cv-name-row { justify-content: center; }
.cv-ids { justify-content: center; }
.cv-grid { grid-template-columns: repeat(2, 1fr); }
}
@media (max-width: 480px) {
@media (width <= 480px) {
.cv-grid { grid-template-columns: 1fr; }
}
@@ -0,0 +1,28 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<h2 mat-dialog-title class="icd-title">{{ title }}</h2>
<mat-dialog-content class="icd-body">
<p class="icd-hint">Drag the corners to crop. The result will be saved as a PNG.</p>
<div class="icd-cropper">
<image-cropper
[imageFile]="data.file"
[maintainAspectRatio]="false"
[containWithinAspectRatio]="false"
format="png"
output="blob"
(imageCropped)="imageCropped($event)"
(imageLoaded)="imageLoaded($event)"
(loadImageFailed)="loadImageFailed()"
></image-cropper>
</div>
</mat-dialog-content>
<mat-dialog-actions class="icd-actions">
<button mat-button type="button" (click)="cancel()">Cancel</button>
<button mat-flat-button color="primary" type="button" (click)="save()" [disabled]="!croppedBlob">Use cropped image</button>
</mat-dialog-actions>
@@ -0,0 +1,52 @@
/**
* 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/.
*/
:host {
display: block;
min-width: 480px;
max-width: 720px;
}
.icd-title {
font-size: 16px;
font-weight: 600;
margin: 0;
padding: 16px 20px 8px;
color: #0f172a;
}
.icd-body {
padding: 0 20px 12px;
}
.icd-hint {
font-size: 12px;
color: #64748b;
margin: 0 0 10px;
}
.icd-cropper {
background: #f8fafc;
border: 1px solid #e2e8f0;
border-radius: 10px;
padding: 8px;
max-height: 60vh;
overflow: hidden;
::ng-deep image-cropper {
display: block;
max-height: 56vh;
}
}
.icd-actions {
padding: 8px 20px 16px;
display: flex;
justify-content: flex-end;
gap: 8px;
}
@@ -0,0 +1,93 @@
/**
* 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/.
*/
import { Component, inject } from '@angular/core';
import {
MatDialogRef,
MAT_DIALOG_DATA,
MatDialogTitle,
MatDialogActions,
MatDialogContent,
MatDialogClose
} from '@angular/material/dialog';
import { CommonModule } from '@angular/common';
import { ImageCropperComponent, ImageCroppedEvent, LoadedImage } from 'ngx-image-cropper';
import { MatButton } from '@angular/material/button';
interface CropperDialogData {
file: File;
title?: string;
}
@Component({
selector: 'mifosx-image-cropper-dialog',
templateUrl: './image-cropper-dialog.component.html',
styleUrls: ['./image-cropper-dialog.component.scss'],
imports: [
CommonModule,
ImageCropperComponent,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose,
MatButton
]
})
export class ImageCropperDialogComponent {
dialogRef = inject<MatDialogRef<ImageCropperDialogComponent>>(MatDialogRef);
data = inject<CropperDialogData>(MAT_DIALOG_DATA);
croppedBlob: Blob | null = null;
loading = true;
title = '';
constructor() {
this.title = this.data?.title || 'Crop image';
}
imageCropped(event: ImageCroppedEvent): void {
this.croppedBlob = event.blob || null;
}
imageLoaded(_image: LoadedImage): void {
this.loading = false;
}
loadImageFailed(): void {
this.loading = false;
this.dialogRef.close(null);
}
save(): void {
if (!this.croppedBlob) {
this.dialogRef.close(null);
return;
}
const ext = this.guessExt(this.data.file.name);
const cropped = new File([this.croppedBlob], `${this.stripExt(this.data.file.name)}-cropped.${ext}`, {
type: this.croppedBlob.type || 'image/png'
});
this.dialogRef.close(cropped);
}
cancel(): void {
this.dialogRef.close(null);
}
private stripExt(name: string): string {
const i = name.lastIndexOf('.');
return i > 0 ? name.slice(0, i) : name;
}
private guessExt(name: string): string {
const i = name.lastIndexOf('.');
if (i < 0) return 'png';
const ext = name.slice(i + 1).toLowerCase();
return ext === 'jpg' || ext === 'jpeg' ? 'png' : ext;
}
}
@@ -6,7 +6,7 @@
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="fd-dialog">
<div class="fd-dialog" [class.fd-dialog--kyc]="documentIdentifier">
<div class="fd-header">
<h1 mat-dialog-title class="fd-title">
@if (documentIdentifier) {
@@ -23,85 +23,439 @@
</div>
<div class="fd-content">
<form [formGroup]="uploadDocumentForm" class="fd-form">
@if (documentIdentifier) {
<!-- Identifier fields in 2-column grid -->
<div class="fd-grid fd-grid--cols-2">
<div class="fd-field">
<mat-form-field class="flex-fill" appearance="outline">
<mat-label>{{ 'labels.inputs.Document Type' | translate }}</mat-label>
<mat-select formControlName="documentTypeId" required>
@for (docType of allowedDocumentTypes; track docType) {
<mat-option [value]="docType.id">
{{ docType.name }}
</mat-option>
@if (documentIdentifier) {
<div class="kyc-intro">
<i class="fa fa-shield kyc-intro__icon"></i>
<div>
<strong>KYC Document Upload</strong>
<p>
Upload KYC documents as per RBI guidelines. Accepted:
<i class="fa fa-file-image-o"></i> JPG,
<i class="fa fa-file-image-o"></i> PNG,
<i class="fa fa-file-pdf-o"></i> PDF — max 5MB each.
</p>
</div>
</div>
@if (loadingProofs) {
<div class="kyc-loading">
<i class="fa fa-spinner fa-spin"></i> Loading document types…
</div>
}
<form [formGroup]="uploadDocumentForm" class="kyc-form">
<!-- SECTION 1: IDENTITY PROOF -->
<div class="kyc-section" formGroupName="id">
<div class="kyc-section__header">
<div class="kyc-badge kyc-badge--blue">
<i class="fa fa-user-circle-o"></i>
</div>
<div class="kyc-section__titles">
<p class="kyc-section__title">
<i class="fa fa-id-badge"></i> Identity proof
</p>
<p class="kyc-section__sub">
Select document type — upload requirements will update automatically
</p>
</div>
</div>
<!-- Prefilled name (from client registration) -->
@if (clientName) {
<div class="kyc-prefill">
<i class="fa fa-user"></i>
<div>
<span class="kyc-prefill__label">Full name (from registration)</span>
<span class="kyc-prefill__value">{{ clientName }}</span>
</div>
<i class="fa fa-lock kyc-prefill__lock" title="Prefilled from client registration"></i>
</div>
}
<div class="kyc-field kyc-mb-sm">
<label class="kyc-label">
<i class="fa fa-file-text-o"></i> Document type
</label>
<div class="kyc-select-wrap">
<i class="fa fa-id-card kyc-select-wrap__icon"></i>
<select
class="kyc-input kyc-select"
formControlName="proofId"
(change)="onIdProofChange($any($event.target).value)"
>
<option value="">— Select document —</option>
@for (p of idProofs; track p.id) {
<option [value]="p.id">{{ p.name }}</option>
}
</mat-select>
@if (uploadDocumentForm.controls.documentTypeId?.hasError('required')) {
<mat-error>
{{ 'labels.inputs.Document Type' | translate }} {{ 'labels.commons.is' | translate }}
<strong>{{ 'labels.commons.required' | translate }}</strong>
</mat-error>
</select>
<i class="fa fa-chevron-down kyc-select-wrap__chevron"></i>
</div>
</div>
@if (selectedIdProof) {
<div class="kyc-field kyc-mb-sm">
<label class="kyc-label">
<i class="fa fa-hashtag"></i> {{ selectedIdProof.documentKeyLabel }}
</label>
<div class="kyc-input-wrap">
<i class="fa fa-pencil kyc-input-wrap__icon"></i>
<input
type="text"
class="kyc-input kyc-input--padded"
formControlName="documentKey"
[placeholder]="selectedIdProof.documentKeyPlaceholder || 'Enter document number'"
/>
</div>
</div>
}
@if (selectedIdProof?.info) {
<div class="kyc-banner kyc-banner--blue">
<i class="fa fa-info-circle"></i>
<span>{{ selectedIdProof.info }}</span>
</div>
}
@if (selectedIdProof) {
<div class="kyc-upload-grid" [class.kyc-upload-grid--two]="selectedIdProof.sides === 2">
<div class="kyc-field">
<div class="kyc-upload-label">
<span class="kyc-label">
<i class="fa fa-file-image-o"></i>
{{ selectedIdProof.sides === 2 ? 'Front side' : (selectedIdProof.name + ' (single copy)') }}
</span>
<span class="kyc-tag kyc-tag--req">
<i class="fa fa-asterisk"></i> Required
</span>
</div>
<label
class="kyc-dropzone"
[class.kyc-dropzone--has]="idFiles.front"
[class.kyc-dropzone--req]="!idFiles.front"
>
<input
type="file"
accept=".jpg,.jpeg,.png,.pdf"
hidden
(change)="onFilePick('id', 'front', $event)"
/>
@if (idFiles.front) {
<i class="fa fa-check-circle kyc-dropzone__icon"></i>
<p class="kyc-dropzone__text">File selected</p>
<p class="kyc-dropzone__name">
<i class="fa fa-paperclip"></i> {{ getFileName('id', 'front') }}
</p>
} @else {
<i class="fa fa-cloud-upload kyc-dropzone__icon"></i>
<p class="kyc-dropzone__text">Click to upload</p>
<p class="kyc-dropzone__hint">
<i class="fa fa-file-image-o"></i> JPG ·
<i class="fa fa-file-image-o"></i> PNG ·
<i class="fa fa-file-pdf-o"></i> PDF · max 5MB
</p>
}
</label>
</div>
@if (selectedIdProof.sides === 2) {
<div class="kyc-field">
<div class="kyc-upload-label">
<span class="kyc-label">
<i class="fa fa-file-image-o"></i> Back side
</span>
<span class="kyc-tag kyc-tag--req">
<i class="fa fa-asterisk"></i> Required
</span>
</div>
<label
class="kyc-dropzone"
[class.kyc-dropzone--has]="idFiles.back"
[class.kyc-dropzone--req]="!idFiles.back"
>
<input
type="file"
accept=".jpg,.jpeg,.png,.pdf"
hidden
(change)="onFilePick('id', 'back', $event)"
/>
@if (idFiles.back) {
<i class="fa fa-check-circle kyc-dropzone__icon"></i>
<p class="kyc-dropzone__text">File selected</p>
<p class="kyc-dropzone__name">
<i class="fa fa-paperclip"></i> {{ getFileName('id', 'back') }}
</p>
} @else {
<i class="fa fa-cloud-upload kyc-dropzone__icon"></i>
<p class="kyc-dropzone__text">Click to upload</p>
<p class="kyc-dropzone__hint">
<i class="fa fa-file-image-o"></i> JPG ·
<i class="fa fa-file-image-o"></i> PNG ·
<i class="fa fa-file-pdf-o"></i> PDF · max 5MB
</p>
}
</label>
</div>
}
</mat-form-field>
</div>
<div class="fd-field">
<mat-form-field class="flex-fill" appearance="outline">
<mat-label>{{ 'labels.inputs.Status' | translate }}</mat-label>
<mat-select formControlName="status" required>
@for (status of statusOptions; track status) {
<mat-option [value]="status.value">
{{ status.label }}
</mat-option>
}
</mat-select>
</mat-form-field>
</div>
<div class="fd-field">
<mat-form-field class="flex-fill" appearance="outline">
<mat-label>{{ 'labels.inputs.Document Key' | translate }}</mat-label>
<input formControlName="documentKey" required matInput />
@if (uploadDocumentForm.controls.documentKey?.hasError('required')) {
<mat-error>
{{ 'labels.inputs.Document Key' | translate }} {{ 'labels.commons.is' | translate }}
<strong>{{ 'labels.commons.required' | translate }}</strong>
</mat-error>
}
</mat-form-field>
</div>
<div class="fd-field">
<mat-form-field class="flex-fill" appearance="outline">
<mat-label>{{ 'labels.inputs.Description' | translate }}</mat-label>
<input formControlName="description" matInput />
</mat-form-field>
</div>
</div>
@if (idMergedPreview && selectedIdProof?.sides === 2) {
<div class="kyc-merged">
<div class="kyc-merged__head">
<span class="kyc-merged__title">
<i class="fa fa-object-group"></i> Combined preview (front + back)
</span>
<span class="kyc-merged__hint">
Saved as a single PNG. Re-crop a side to update the merged file.
</span>
</div>
<div class="kyc-merged__preview">
<img [src]="idMergedPreview" alt="Merged ID document" />
</div>
<div class="kyc-merged__actions">
<button type="button" class="kyc-merged__btn" (click)="reCrop('id', 'front')">
<i class="fa fa-crop"></i> Re-crop front
</button>
<button type="button" class="kyc-merged__btn" (click)="reCrop('id', 'back')">
<i class="fa fa-crop"></i> Re-crop back
</button>
</div>
</div>
}
}
</div>
<!-- File section -->
<div class="fd-section-divider">
<span class="fd-section-divider__text">
<i class="fa fa-paperclip"></i> {{ 'labels.heading.Documents' | translate }}
<!-- SECTION 2: ADDRESS PROOF -->
<div class="kyc-section" formGroupName="address">
<div class="kyc-section__header">
<div class="kyc-badge kyc-badge--teal">
<i class="fa fa-map-marker"></i>
</div>
<div class="kyc-section__titles">
<p class="kyc-section__title">
<i class="fa fa-home"></i> Address proof
</p>
<p class="kyc-section__sub">
Select document type — upload requirements will update automatically
</p>
</div>
</div>
<!-- Prefilled permanent address -->
@if (clientAddress) {
<div class="kyc-prefill kyc-prefill--teal">
<i class="fa fa-map-marker"></i>
<div>
<span class="kyc-prefill__label">Permanent address (from registration)</span>
<span class="kyc-prefill__value">{{ clientAddress }}</span>
</div>
<i class="fa fa-lock kyc-prefill__lock" title="Prefilled from client registration"></i>
</div>
} @else {
<div class="kyc-banner kyc-banner--amber">
<i class="fa fa-exclamation-triangle"></i>
<span>No permanent address found on file. Add one in the Address tab first.</span>
</div>
}
<div class="kyc-field">
<label class="kyc-label">
<i class="fa fa-file-text-o"></i> Document type
</label>
<div class="kyc-chip-wrap">
@for (group of addressGroups; track group.label; let last = $last) {
<div class="kyc-chip-group-label">
<i class="fa fa-folder-open-o"></i> {{ group.label }}
</div>
<div class="kyc-chip-grid">
@for (p of group.items; track p.id) {
<span
class="kyc-chip"
[class.kyc-chip--sel]="isAddrProofSelected(p)"
(click)="selectAddrProof(p)"
(keydown.enter)="selectAddrProof(p)"
tabindex="0"
role="button"
>
@if (isAddrProofSelected(p)) {
<i class="fa fa-check-circle"></i>
} @else {
<i class="fa fa-circle-o"></i>
}
{{ p.name }}
</span>
}
</div>
@if (!last) {
<div class="kyc-chip-divider"></div>
}
}
</div>
</div>
@if (selectedAddrProof?.info) {
<div class="kyc-banner kyc-banner--teal">
<i class="fa fa-check-circle"></i>
<span>{{ selectedAddrProof.info }}</span>
</div>
}
@if (selectedAddrProof) {
<div class="kyc-upload-grid" [class.kyc-upload-grid--two]="selectedAddrProof.sides === 2">
<div class="kyc-field">
<div class="kyc-upload-label">
<span class="kyc-label">
<i class="fa fa-file-image-o"></i>
{{ selectedAddrProof.sides === 2 ? 'Front side' : (selectedAddrProof.name + ' (single copy)') }}
</span>
<span class="kyc-tag kyc-tag--req">
<i class="fa fa-asterisk"></i> Required
</span>
</div>
<label
class="kyc-dropzone"
[class.kyc-dropzone--has]="addrFiles.front"
[class.kyc-dropzone--req]="!addrFiles.front"
>
<input
type="file"
accept=".jpg,.jpeg,.png,.pdf"
hidden
(change)="onFilePick('address', 'front', $event)"
/>
@if (addrFiles.front) {
<i class="fa fa-check-circle kyc-dropzone__icon"></i>
<p class="kyc-dropzone__text">File selected</p>
<p class="kyc-dropzone__name">
<i class="fa fa-paperclip"></i> {{ getFileName('address', 'front') }}
</p>
} @else {
<i class="fa fa-cloud-upload kyc-dropzone__icon"></i>
<p class="kyc-dropzone__text">Click to upload</p>
<p class="kyc-dropzone__hint">
<i class="fa fa-file-image-o"></i> JPG ·
<i class="fa fa-file-image-o"></i> PNG ·
<i class="fa fa-file-pdf-o"></i> PDF · max 5MB
</p>
}
</label>
</div>
@if (selectedAddrProof.sides === 2) {
<div class="kyc-field">
<div class="kyc-upload-label">
<span class="kyc-label">
<i class="fa fa-file-image-o"></i> Back side
</span>
<span class="kyc-tag kyc-tag--req">
<i class="fa fa-asterisk"></i> Required
</span>
</div>
<label
class="kyc-dropzone"
[class.kyc-dropzone--has]="addrFiles.back"
[class.kyc-dropzone--req]="!addrFiles.back"
>
<input
type="file"
accept=".jpg,.jpeg,.png,.pdf"
hidden
(change)="onFilePick('address', 'back', $event)"
/>
@if (addrFiles.back) {
<i class="fa fa-check-circle kyc-dropzone__icon"></i>
<p class="kyc-dropzone__text">File selected</p>
<p class="kyc-dropzone__name">
<i class="fa fa-paperclip"></i> {{ getFileName('address', 'back') }}
</p>
} @else {
<i class="fa fa-cloud-upload kyc-dropzone__icon"></i>
<p class="kyc-dropzone__text">Click to upload</p>
<p class="kyc-dropzone__hint">
<i class="fa fa-file-image-o"></i> JPG ·
<i class="fa fa-file-image-o"></i> PNG ·
<i class="fa fa-file-pdf-o"></i> PDF · max 5MB
</p>
}
</label>
</div>
}
@if (selectedAddrProof.requiresDate) {
<div class="kyc-field kyc-field--date">
<label class="kyc-label">
<i class="fa fa-calendar"></i> Issue / statement date
<span class="kyc-opt">(not older than 3 months)</span>
</label>
<div class="kyc-input-wrap kyc-input-wrap--date">
<i class="fa fa-calendar-o kyc-input-wrap__icon"></i>
<input
type="date"
class="kyc-input kyc-input--date"
formControlName="issueDate"
/>
</div>
</div>
}
</div>
@if (addrMergedPreview && selectedAddrProof?.sides === 2) {
<div class="kyc-merged">
<div class="kyc-merged__head">
<span class="kyc-merged__title">
<i class="fa fa-object-group"></i> Combined preview (front + back)
</span>
<span class="kyc-merged__hint">
Saved as a single PNG. Re-crop a side to update the merged file.
</span>
</div>
<div class="kyc-merged__preview">
<img [src]="addrMergedPreview" alt="Merged address document" />
</div>
<div class="kyc-merged__actions">
<button type="button" class="kyc-merged__btn" (click)="reCrop('address', 'front')">
<i class="fa fa-crop"></i> Re-crop front
</button>
<button type="button" class="kyc-merged__btn" (click)="reCrop('address', 'back')">
<i class="fa fa-crop"></i> Re-crop back
</button>
</div>
</div>
}
}
</div>
<div class="kyc-section kyc-section--notes">
<label class="kyc-label">
<i class="fa fa-sticky-note-o"></i> Description <span class="kyc-opt">(optional)</span>
</label>
<textarea
class="kyc-textarea"
formControlName="description"
placeholder="Add any additional notes about these documents…"
rows="2"
></textarea>
</div>
<div class="kyc-status-bar">
<span>
<span class="kyc-dot" [class.kyc-dot--done]="isIdComplete()">
@if (isIdComplete()) { <i class="fa fa-check"></i> }
</span>
<i class="fa fa-id-badge"></i> Identity proof
</span>
<span>
<span class="kyc-dot" [class.kyc-dot--done]="isAddressComplete()">
@if (isAddressComplete()) { <i class="fa fa-check"></i> }
</span>
<i class="fa fa-home"></i> Address proof
</span>
<span class="kyc-status-hint">
<i class="fa fa-info-circle"></i> Fill in at least one section
</span>
</div>
<div class="fd-grid fd-grid--cols-2">
<div class="fd-field">
<mat-form-field class="flex-fill" appearance="outline">
<mat-label>{{ 'labels.inputs.File Name' | translate }}</mat-label>
<input formControlName="fileName" required matInput />
@if (uploadDocumentForm.controls.fileName.hasError('required')) {
<mat-error>
{{ 'labels.inputs.File Name' | translate }} {{ 'labels.commons.is' | translate }}
<strong>{{ 'labels.commons.required' | translate }}</strong>
</mat-error>
}
</mat-form-field>
</div>
<div class="fd-field fd-field--file">
<mifosx-file-upload flex="100%" (change)="onFileSelect($event)"></mifosx-file-upload>
</div>
</div>
} @else {
<!-- Standard upload form -->
</form>
} @else {
<form [formGroup]="uploadDocumentForm" class="fd-form">
<div class="fd-grid fd-grid--cols-2">
<div class="fd-field">
<mat-form-field class="flex-fill" appearance="outline">
@@ -125,24 +479,25 @@
<div class="fd-field fd-field--file">
<mifosx-file-upload flex="100%" (change)="onFileSelect($event)"></mifosx-file-upload>
</div>
}
</form>
</form>
}
</div>
<mat-dialog-actions class="fd-actions" align="end">
<button mat-stroked-button mat-dialog-close class="fd-btn fd-btn--cancel">
<i class="fa fa-times fd-btn__icon"></i>
{{ 'labels.buttons.Cancel' | translate }}
</button>
<button
mat-flat-button
color="primary"
[disabled]="!uploadDocumentForm.valid"
[mat-dialog-close]="uploadDocumentForm.value"
[disabled]="!canSubmit"
(click)="submit()"
class="fd-btn fd-btn--submit"
>
<i class="fa fa-check fd-btn__icon"></i>
@if (documentIdentifier) {
{{ 'labels.buttons.Add' | translate }}
{{ 'labels.buttons.Submit' | translate }}
} @else {
{{ 'labels.buttons.Upload' | translate }}
}
@@ -184,8 +184,697 @@ $white: #fff;
}
}
@media (max-width: 600px) {
@media (width <= 600px) {
.fd-grid--cols-2 {
grid-template-columns: 1fr;
}
}
/* ===================== KYC Identifier Mode ===================== */
$blue-50: #e6f1fb;
$blue-100: #d4e5f7;
$blue-700: #185fa5;
$blue-900: #0c447c;
$teal-50: #e1f5ee;
$teal-700: #0f6e56;
$teal-900: #085041;
$teal-accent: #1d9e75;
$amber-50: #faeeda;
$amber-700: #ba7517;
$amber-900: #633806;
$red-50: #faece7;
$red-100: #f5c4b3;
$red-700: #d85a30;
$red-900: #993c1d;
.fd-dialog--kyc {
.fd-content {
padding: 18px 24px 8px !important;
max-height: 75vh !important;
overflow-y: auto !important;
}
}
.kyc-intro {
display: flex;
align-items: flex-start;
gap: 12px;
background: linear-gradient(135deg, $blue-50, $teal-50);
border: 1px solid $gray-200;
border-radius: 10px;
padding: 14px 16px;
margin: 0 0 16px;
&__icon {
font-size: 22px;
color: $primary;
flex-shrink: 0;
margin-top: 2px;
}
strong {
font-size: 13px;
color: $gray-900;
display: block;
margin-bottom: 2px;
}
p {
font-size: 12px;
color: $gray-700;
margin: 0;
line-height: 1.5;
i {
color: $primary;
margin: 0 1px;
}
}
}
.kyc-prefill {
display: flex;
align-items: center;
gap: 12px;
background: $blue-50;
border: 1px solid $blue-100;
border-left: 3px solid $blue-700;
border-radius: 8px;
padding: 10px 14px;
margin-bottom: 14px;
> i:first-child {
font-size: 16px;
color: $blue-700;
flex-shrink: 0;
}
> div {
flex: 1;
min-width: 0;
display: flex;
flex-direction: column;
gap: 2px;
}
&__label {
font-size: 10px;
font-weight: 600;
color: $gray-500;
text-transform: uppercase;
letter-spacing: 0.05em;
}
&__value {
font-size: 13px;
color: $blue-900;
font-weight: 500;
word-break: break-word;
}
&__lock {
font-size: 12px;
color: $gray-500;
flex-shrink: 0;
}
&--teal {
background: $teal-50;
border-color: $teal-50;
border-left-color: $teal-700;
> i:first-child { color: $teal-700; }
.kyc-prefill__value { color: $teal-900; }
}
}
.kyc-input-wrap,
.kyc-select-wrap {
position: relative;
display: block;
&__icon {
position: absolute;
left: 12px;
top: 50%;
transform: translateY(-50%);
color: $gray-500;
font-size: 13px;
pointer-events: none;
}
}
.kyc-select-wrap {
&__chevron {
position: absolute;
right: 12px;
top: 50%;
transform: translateY(-50%);
color: $gray-500;
font-size: 11px;
pointer-events: none;
}
.kyc-select {
padding-left: 36px;
padding-right: 32px;
background-image: none;
}
}
.kyc-input-wrap .kyc-input,
.kyc-input.kyc-input--padded {
padding-left: 38px;
}
/* Date input — match styling of other kyc inputs */
.kyc-input--date {
font-family: inherit;
color: $gray-900;
cursor: pointer;
min-height: 40px;
padding-right: 14px !important;
&::-webkit-calendar-picker-indicator {
opacity: 0.55;
cursor: pointer;
filter: grayscale(1);
transition: opacity 0.15s;
}
&:hover::-webkit-calendar-picker-indicator { opacity: 0.9; }
&::-webkit-datetime-edit {
color: $gray-900;
padding-top: 1px;
}
&::-webkit-datetime-edit-fields-wrapper { color: $gray-900; }
&::-webkit-datetime-edit-text { color: $gray-500; padding: 0 2px; }
&:invalid::-webkit-datetime-edit,
&:not(:focus):placeholder-shown::-webkit-datetime-edit {
color: $gray-500;
}
}
/* Notes section — textarea */
.kyc-section--notes {
display: flex;
flex-direction: column;
gap: 6px;
padding: 14px 16px;
}
.kyc-textarea {
width: 100%;
padding: 10px 12px;
border: 1px solid $gray-200;
border-radius: 8px;
background: $gray-50;
color: $gray-900;
font-size: 13px;
font-family: inherit;
resize: vertical;
min-height: 60px;
transition: border-color 0.15s, background 0.15s;
&::placeholder { color: $gray-500; }
&:focus {
outline: none;
border-color: $primary;
background: $white;
}
}
.kyc-loading {
font-size: 13px;
color: $gray-500;
padding: 8px 0 14px;
i { margin-right: 6px; color: $primary; }
}
.kyc-form {
display: flex;
flex-direction: column;
gap: 14px;
}
.kyc-section {
background: $white;
border: 1px solid $gray-200;
border-radius: 12px;
padding: 18px;
&__header {
display: flex;
align-items: center;
gap: 10px;
margin-bottom: 16px;
padding-bottom: 12px;
border-bottom: 1px solid $gray-200;
}
&__titles {
flex: 1;
min-width: 0;
}
&__title {
font-size: 15px;
font-weight: 600;
color: $gray-900;
margin: 0;
display: flex;
align-items: center;
gap: 8px;
i { color: $primary; font-size: 14px; }
}
&__sub {
font-size: 12px;
color: $gray-500;
margin: 2px 0 0;
}
}
.kyc-badge {
width: 36px;
height: 36px;
border-radius: 50%;
display: flex;
align-items: center;
justify-content: center;
font-size: 16px;
font-weight: 600;
flex-shrink: 0;
&--blue {
background: $blue-50;
color: $blue-700;
border: 1px solid $blue-100;
}
&--teal {
background: $teal-50;
color: $teal-700;
border: 1px solid $teal-50;
}
}
.kyc-row {
display: grid;
gap: 12px;
margin-bottom: 12px;
&--2 {
grid-template-columns: 1fr 1fr;
}
}
.kyc-mb-sm { margin-bottom: 12px; }
.kyc-field {
display: flex;
flex-direction: column;
gap: 6px;
min-width: 0;
}
.kyc-label {
font-size: 12px;
font-weight: 500;
color: $gray-700;
display: inline-flex;
align-items: center;
gap: 6px;
i {
color: $gray-500;
font-size: 12px;
}
}
.kyc-opt {
font-size: 11px;
color: $gray-500;
font-weight: 400;
}
.kyc-input {
width: 100%;
padding: 10px 12px;
border: 1px solid $gray-200;
border-radius: 8px;
background: $gray-50;
color: $gray-900;
font-size: 13px;
font-family: inherit;
transition: border-color 0.15s, background 0.15s;
&::placeholder { color: $gray-500; }
&:focus {
outline: none;
border-color: $primary;
background: $white;
}
&:disabled {
background: $gray-100;
color: $gray-500;
cursor: not-allowed;
}
}
.kyc-select {
appearance: none;
-webkit-appearance: none;
background-image: url("data:image/svg+xml;utf8,<svg xmlns='http://www.w3.org/2000/svg' width='10' height='6' viewBox='0 0 10 6'><path fill='%235f6368' d='M0 0l5 6 5-6z'/></svg>");
background-repeat: no-repeat;
background-position: right 12px center;
padding-right: 32px;
}
.kyc-banner {
display: flex;
align-items: flex-start;
gap: 8px;
padding: 10px 12px;
border-radius: 8px;
font-size: 12px;
line-height: 1.5;
margin-bottom: 12px;
i { font-size: 14px; flex-shrink: 0; margin-top: 1px; }
&--blue {
background: $blue-50;
color: $blue-900;
border-left: 3px solid $blue-700;
}
&--amber {
background: $amber-50;
color: $amber-900;
border-left: 3px solid $amber-700;
}
&--teal {
background: $teal-50;
color: $teal-900;
border-left: 3px solid $teal-700;
}
}
.kyc-upload-grid {
display: grid;
grid-template-columns: 1fr;
gap: 12px;
margin-top: 4px;
&--two {
grid-template-columns: 1fr 1fr;
}
}
.kyc-upload-label {
display: flex;
align-items: center;
justify-content: space-between;
}
.kyc-tag {
display: inline-block;
padding: 2px 8px;
border-radius: 10px;
font-size: 10px;
font-weight: 600;
letter-spacing: 0.3px;
&--req {
background: $red-50;
color: $red-900;
}
}
.kyc-dropzone {
display: block;
border: 1.5px dashed $gray-200;
border-radius: 8px;
padding: 16px 12px;
text-align: center;
cursor: pointer;
background: $gray-50;
transition: all 0.15s;
&:hover {
border-color: $primary;
background: $gray-100;
}
&__icon {
font-size: 20px;
color: $gray-500;
display: block;
margin-bottom: 4px;
}
&__text {
font-size: 13px;
color: $gray-700;
margin: 0 0 2px;
font-weight: 500;
}
&__hint {
font-size: 11px;
color: $gray-500;
margin: 0;
}
&__name {
font-size: 11px;
color: $teal-900;
font-weight: 600;
margin: 6px 0 0;
word-break: break-all;
}
&--has {
border-color: $teal-accent;
border-style: solid;
background: $teal-50;
.kyc-dropzone__icon { color: $teal-accent; }
.kyc-dropzone__text { color: $teal-900; }
}
&--req {
border-color: $red-700;
background: $red-50;
&:hover {
background: $red-100;
}
.kyc-dropzone__icon { color: $red-700; }
}
}
.kyc-chip-wrap {
background: $gray-50;
border: 1px solid $gray-200;
border-radius: 8px;
padding: 14px;
}
.kyc-chip-group-label {
font-size: 10px;
font-weight: 600;
color: $gray-500;
letter-spacing: 0.06em;
text-transform: uppercase;
margin-bottom: 8px;
display: flex;
align-items: center;
gap: 6px;
i { color: $gray-500; font-size: 11px; }
}
.kyc-chip-grid {
display: flex;
gap: 8px;
flex-wrap: wrap;
margin-bottom: 4px;
}
.kyc-chip-divider {
height: 1px;
background: $gray-200;
margin: 10px 0;
}
.kyc-chip {
display: inline-flex;
align-items: center;
gap: 6px;
padding: 6px 12px;
border-radius: 20px;
font-size: 12px;
border: 1px solid $gray-200;
background: $white;
color: $gray-700;
cursor: pointer;
transition: all 0.15s;
white-space: nowrap;
user-select: none;
i { font-size: 11px; color: $gray-500; }
&:hover {
border-color: $teal-700;
color: $teal-900;
i { color: $teal-700; }
}
&--sel {
background: $teal-50;
border-color: $teal-700;
color: $teal-900;
font-weight: 600;
i { color: $teal-accent; }
}
}
.kyc-status-bar {
display: flex;
justify-content: space-between;
align-items: center;
font-size: 12px;
color: $gray-500;
margin-top: 4px;
padding-top: 14px;
border-top: 1px solid $gray-200;
flex-wrap: wrap;
gap: 8px;
}
.kyc-status-hint {
font-style: italic;
}
.kyc-dot {
width: 16px;
height: 16px;
border-radius: 50%;
display: inline-flex;
align-items: center;
justify-content: center;
margin-right: 6px;
background: $gray-200;
color: $white;
transition: background 0.3s;
font-size: 9px;
&--done {
background: $teal-accent;
}
}
.kyc-status-bar {
span i { color: $gray-500; margin: 0 2px; }
.kyc-status-hint i { color: $primary; }
}
.kyc-merged {
margin-top: 14px;
padding: 12px 14px;
background: #f0f9ff;
border: 1px solid #bae6fd;
border-radius: 10px;
&__head {
display: flex;
align-items: center;
flex-wrap: wrap;
gap: 8px;
margin-bottom: 10px;
}
&__title {
font-size: 12px;
font-weight: 700;
color: #0c4a6e;
i { margin-right: 6px; }
}
&__hint {
font-size: 11px;
color: #075985;
margin-left: auto;
}
&__preview {
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 8px;
padding: 8px;
text-align: center;
max-height: 320px;
overflow: auto;
img {
max-width: 100%;
max-height: 300px;
display: inline-block;
object-fit: contain;
}
}
&__actions {
display: flex;
gap: 8px;
margin-top: 10px;
flex-wrap: wrap;
}
&__btn {
background: #fff;
border: 1px solid #0284c7;
color: #0284c7;
border-radius: 6px;
padding: 6px 12px;
font-size: 11px;
font-weight: 600;
cursor: pointer;
display: inline-flex;
align-items: center;
gap: 6px;
font-family: inherit;
transition: all 0.15s;
i { font-size: 11px; }
&:hover {
background: #0284c7;
color: #fff;
}
}
}
@media (width <= 680px) {
.kyc-row--2,
.kyc-upload-grid--two {
grid-template-columns: 1fr;
}
}
@@ -8,16 +8,150 @@
import { Component, OnInit, inject } from '@angular/core';
import {
MatDialog,
MatDialogRef,
MAT_DIALOG_DATA,
MatDialogTitle,
MatDialogActions,
MatDialogClose
} from '@angular/material/dialog';
import { UntypedFormGroup, UntypedFormBuilder, Validators, FormControl, ReactiveFormsModule } from '@angular/forms';
import { ImageCropperDialogComponent } from '../image-cropper-dialog/image-cropper-dialog.component';
import { UntypedFormGroup, UntypedFormBuilder, Validators, ReactiveFormsModule } from '@angular/forms';
import { FileUploadComponent } from '../../../../shared/file-upload/file-upload.component';
import { MatIconButton } from '@angular/material/button';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { ClientsService } from '../../../clients.service';
interface ProofType {
id: string | number;
name: string;
code?: string;
sides?: number;
category?: string;
documentKeyLabel?: string;
documentKeyPlaceholder?: string;
requiresDate?: boolean;
info?: string;
}
type SectionKey = 'id' | 'address';
/**
* Client-side enrichment for KYC proof types. Backend currently returns
* only { id, name, description (code), position, active, mandatory } — we
* derive sides / category / banner text / input labels from the code.
*/
const PROOF_META: Record<string, Partial<ProofType>> = {
PAN: {
sides: 1,
documentKeyLabel: 'PAN number',
documentKeyPlaceholder: 'e.g. ABCDE1234F',
info: 'PAN card — upload front side only (single copy required).'
},
AADHAAR: {
sides: 2,
documentKeyLabel: '12-digit Aadhaar number',
documentKeyPlaceholder: 'XXXX XXXX XXXX',
category: 'Government-issued ID',
info: 'Aadhaar — both front and back copies mandatory as per UIDAI guidelines.'
},
PASSPORT: {
sides: 2,
documentKeyLabel: 'Passport number',
documentKeyPlaceholder: 'e.g. A1234567',
category: 'Government-issued ID',
info: 'Passport — upload front (photo page) and back (last page with address).'
},
VOTER_ID: {
sides: 2,
documentKeyLabel: 'EPIC number',
documentKeyPlaceholder: 'Voter ID number',
category: 'Government-issued ID',
info: 'Voter ID (EPIC) — both sides required as address appears on the back.'
},
DRIVING_LICENSE: {
sides: 2,
documentKeyLabel: 'Driving licence number',
documentKeyPlaceholder: 'DL number',
category: 'Government-issued ID',
info: 'Driving licence — both sides required; vehicle class and validity are on the back.'
},
NREGA_JOB_CARD: {
sides: 1,
documentKeyLabel: 'NREGA job card number',
documentKeyPlaceholder: 'Job card number',
info: 'NREGA job card — ensure government authority signature is visible.'
},
NPR_LETTER: {
sides: 1,
documentKeyLabel: 'Reference / letter number',
documentKeyPlaceholder: 'NPR reference number',
info: 'NPR letter — upload full document.'
},
UTILITY_BILL: {
sides: 1,
category: 'Utility bills',
requiresDate: true,
info: 'Utility bill — must not be older than 3 months.'
},
ELECTRICITY_BILL: {
sides: 1,
category: 'Utility bills',
requiresDate: true,
info: 'Electricity bill — must not be older than 3 months.'
},
WATER_BILL: {
sides: 1,
category: 'Utility bills',
requiresDate: true,
info: 'Water bill — must not be older than 3 months.'
},
GAS_BILL: {
sides: 1,
category: 'Utility bills',
requiresDate: true,
info: 'Gas bill — must not be older than 3 months.'
},
INTERNET_BILL: {
sides: 1,
category: 'Utility bills',
requiresDate: true,
info: 'Internet bill — must not be older than 3 months.'
},
POSTPAID_MOBILE_BILL: {
sides: 1,
category: 'Utility bills',
requiresDate: true,
info: 'Postpaid mobile bill — must not be older than 3 months.'
},
BANK_STATEMENT: {
sides: 1,
category: 'Financial & other',
requiresDate: true,
info: 'Bank statement / passbook — not older than 3 months.'
},
RENT_AGREEMENT: {
sides: 1,
category: 'Financial & other',
info: 'Registered rent agreement — upload full document. Registration stamp must be visible.'
},
PROPERTY_TAX_RECEIPT: {
sides: 1,
category: 'Financial & other',
requiresDate: true,
info: 'Property tax receipt — latest receipt required.'
},
EMPLOYER_LETTER: {
sides: 1,
category: 'Financial & other',
info: 'Employer letter — must be on official letterhead with HR/management signature.'
},
PENSION_PAYMENT_ORDER: {
sides: 1,
category: 'Financial & other',
info: 'Pension payment order — upload full document issued by pension authority.'
}
};
@Component({
selector: 'mifosx-upload-document-dialog',
@@ -35,67 +169,66 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
export class UploadDocumentDialogComponent implements OnInit {
dialogRef = inject<MatDialogRef<UploadDocumentDialogComponent>>(MatDialogRef);
private formBuilder = inject(UntypedFormBuilder);
private clientsService = inject(ClientsService);
private dialog = inject(MatDialog);
data = inject(MAT_DIALOG_DATA);
/** Upload Document form. */
uploadDocumentForm: UntypedFormGroup;
/** Upload Document Data */
uploadDocumentData: any = [];
/** Triggers identity fields (documentType, status, documentKey) */
documentIdentifier = false;
/** Entity Type */
entityType: string;
/** Allowed Document Types for identifiers */
allowedDocumentTypes: any[] = [];
/** Status options for identifiers */
statusOptions: any[] = [];
/**
* @param {MatDialogRef} dialogRef Dialog reference element
* @param {FormBuilder} formBuilder Form Builder
* @param {any} data Dialog Data
*/
/** Prefilled values from client registration (identifier mode) */
clientName = '';
clientAddress = '';
/** Identifier-mode state */
idProofs: ProofType[] = [];
addressProofs: ProofType[] = [];
addressGroups: { label: string; items: ProofType[] }[] = [];
loadingProofs = false;
selectedIdProof: ProofType | null = null;
selectedAddrProof: ProofType | null = null;
idFiles: { front: File | null; back: File | null } = { front: null, back: null };
addrFiles: { front: File | null; back: File | null } = { front: null, back: null };
/** Merged front+back PNG previews (data URLs) and File objects */
idMergedFile: File | null = null;
idMergedPreview: string | null = null;
addrMergedFile: File | null = null;
addrMergedPreview: string | null = null;
constructor() {
const data = this.data;
this.documentIdentifier = data.documentIdentifier;
this.entityType = data.entityType;
this.allowedDocumentTypes = data.allowedDocumentTypes || [];
this.statusOptions = data.statusOptions || [];
this.documentIdentifier = !!data?.documentIdentifier;
this.entityType = data?.entityType;
this.clientName = data?.clientName || '';
this.clientAddress = data?.clientAddress || '';
}
ngOnInit() {
this.createUploadDocumentForm();
if (this.documentIdentifier) {
this.loadProofTypes();
}
}
/**
* Creates the upload Document form.
*/
createUploadDocumentForm() {
if (this.documentIdentifier) {
// Unified form for identity: identifier fields + document upload
this.uploadDocumentForm = this.formBuilder.group({
documentTypeId: [
'',
Validators.required
],
status: [
'Active',
Validators.required
],
documentKey: [
'',
Validators.required
],
description: [''],
fileName: [
'',
Validators.required
],
file: ['']
id: this.formBuilder.group({
proofId: [''],
documentKey: ['']
}),
address: this.formBuilder.group({
proofId: [''],
issueDate: ['']
}),
description: ['']
});
} else {
// Standard document upload form
this.uploadDocumentForm = this.formBuilder.group({
fileName: [
'',
@@ -107,10 +240,300 @@ export class UploadDocumentDialogComponent implements OnInit {
}
}
private loadProofTypes(): void {
this.loadingProofs = true;
this.clientsService.getKycProofTypes().subscribe({
next: (res: any) => {
const activeFilter = (p: any) => p?.active !== false;
this.idProofs = (res?.idProofs || []).filter(activeFilter).map((p: any) => this.normalizeProof(p));
this.addressProofs = (res?.addressProofs || [])
.filter(activeFilter)
.map((p: any) => this.normalizeProof(p));
this.buildAddressGroups();
this.loadingProofs = false;
},
error: () => {
this.loadingProofs = false;
}
});
}
private normalizeProof(p: any): ProofType {
const code = (p.code || p.description || '').toString().toUpperCase();
const meta = PROOF_META[code] || {};
return {
id: p.id,
name: p.name,
code,
sides: p.sides || meta.sides || 1,
category: p.category || meta.category || 'Other',
documentKeyLabel: p.documentKeyLabel || meta.documentKeyLabel || 'Document number',
documentKeyPlaceholder: p.documentKeyPlaceholder || meta.documentKeyPlaceholder || '',
requiresDate: p.requiresDate ?? meta.requiresDate ?? false,
info: p.info || meta.info || ''
};
}
private buildAddressGroups(): void {
const map = new Map<string, ProofType[]>();
this.addressProofs.forEach((p) => {
const key = p.category || 'Other';
if (!map.has(key)) map.set(key, []);
map.get(key).push(p);
});
this.addressGroups = Array.from(map.entries()).map(([label, items]) => ({ label, items }));
}
onIdProofChange(proofId: any): void {
this.selectedIdProof = this.idProofs.find((p) => String(p.id) === String(proofId)) || null;
this.idFiles = { front: null, back: null };
this.idMergedFile = null;
this.idMergedPreview = null;
}
selectAddrProof(proof: ProofType): void {
this.selectedAddrProof = proof;
this.uploadDocumentForm.get('address.proofId').setValue(proof.id);
this.addrFiles = { front: null, back: null };
this.addrMergedFile = null;
this.addrMergedPreview = null;
}
isAddrProofSelected(proof: ProofType): boolean {
return this.selectedAddrProof?.id === proof.id;
}
onFilePick(section: SectionKey, slot: 'front' | 'back', event: any): void {
const file = event?.target?.files?.[0];
// reset the input so picking the same file again still triggers change
if (event?.target) event.target.value = '';
if (!file) return;
// Non-image (e.g. PDF) — bypass cropping
if (!file.type.startsWith('image/')) {
this.setSlotFile(section, slot, file);
this.maybeMerge(section);
return;
}
const ref = this.dialog.open(ImageCropperDialogComponent, {
width: '720px',
maxWidth: '95vw',
data: { file, title: `Crop ${slot} side` }
});
ref.afterClosed().subscribe((cropped: File | null) => {
if (!cropped) return;
this.setSlotFile(section, slot, cropped);
this.maybeMerge(section);
});
}
reCrop(section: SectionKey, slot: 'front' | 'back'): void {
const current = section === 'id' ? this.idFiles[slot] : this.addrFiles[slot];
if (!current || !current.type.startsWith('image/')) return;
const ref = this.dialog.open(ImageCropperDialogComponent, {
width: '720px',
maxWidth: '95vw',
data: { file: current, title: `Re-crop ${slot} side` }
});
ref.afterClosed().subscribe((cropped: File | null) => {
if (!cropped) return;
this.setSlotFile(section, slot, cropped);
this.maybeMerge(section);
});
}
private setSlotFile(section: SectionKey, slot: 'front' | 'back', file: File): void {
if (section === 'id') this.idFiles[slot] = file;
else this.addrFiles[slot] = file;
}
/**
* Sets file form control value.
* @param {any} $event file change event.
* If a section has both image sides ready, build a single merged PNG
* (front stacked above back) and store it as the file we'll actually upload.
*/
private maybeMerge(section: SectionKey): void {
const proof = section === 'id' ? this.selectedIdProof : this.selectedAddrProof;
if (!proof || proof.sides !== 2) {
this.resetMerged(section);
return;
}
const front = section === 'id' ? this.idFiles.front : this.addrFiles.front;
const back = section === 'id' ? this.idFiles.back : this.addrFiles.back;
if (!front || !back) {
this.resetMerged(section);
return;
}
if (!front.type.startsWith('image/') || !back.type.startsWith('image/')) {
// Cannot merge non-image files (PDFs); leave as separate.
this.resetMerged(section);
return;
}
Promise.all([this.fileToImage(front), this.fileToImage(back)])
.then(([fImg, bImg]) => {
const targetWidth = Math.max(fImg.width, bImg.width);
const fScale = targetWidth / fImg.width;
const bScale = targetWidth / bImg.width;
const fH = fImg.height * fScale;
const bH = bImg.height * bScale;
const gap = 20;
const totalH = Math.round(fH + bH + gap);
const canvas = document.createElement('canvas');
canvas.width = targetWidth;
canvas.height = totalH;
const ctx = canvas.getContext('2d');
if (!ctx) return;
ctx.fillStyle = '#ffffff';
ctx.fillRect(0, 0, canvas.width, canvas.height);
ctx.drawImage(fImg, 0, 0, targetWidth, fH);
ctx.drawImage(bImg, 0, fH + gap, targetWidth, bH);
canvas.toBlob((blob) => {
if (!blob) return;
const merged = new File([blob], `${proof.name || 'document'}-combined.png`, { type: 'image/png' });
const preview = canvas.toDataURL('image/png');
if (section === 'id') {
this.idMergedFile = merged;
this.idMergedPreview = preview;
} else {
this.addrMergedFile = merged;
this.addrMergedPreview = preview;
}
}, 'image/png');
})
.catch(() => this.resetMerged(section));
}
private resetMerged(section: SectionKey): void {
if (section === 'id') {
this.idMergedFile = null;
this.idMergedPreview = null;
} else {
this.addrMergedFile = null;
this.addrMergedPreview = null;
}
}
private fileToImage(file: File): Promise<HTMLImageElement> {
return new Promise((resolve, reject) => {
const url = URL.createObjectURL(file);
const img = new Image();
img.onload = () => {
URL.revokeObjectURL(url);
resolve(img);
};
img.onerror = () => {
URL.revokeObjectURL(url);
reject(new Error('image load failed'));
};
img.src = url;
});
}
getFileName(section: SectionKey, slot: 'front' | 'back'): string {
const f = section === 'id' ? this.idFiles[slot] : this.addrFiles[slot];
if (!f) return '';
return f.name.length > 30 ? f.name.slice(0, 27) + '...' : f.name;
}
isIdComplete(): boolean {
return this.isSectionComplete('id');
}
isAddressComplete(): boolean {
return this.isSectionComplete('address');
}
/** Section is "filled in" — has a proof selected */
private isSectionTouched(section: SectionKey): boolean {
return section === 'id' ? !!this.selectedIdProof : !!this.selectedAddrProof;
}
/** Section has all required fields + files */
private isSectionComplete(section: SectionKey): boolean {
if (section === 'id') {
const proof = this.selectedIdProof;
if (!proof) return false;
const v = this.uploadDocumentForm.get('id').value;
if (!v.documentKey) return false;
if (!this.idFiles.front) return false;
if (proof.sides === 2 && !this.idFiles.back) return false;
return true;
}
const proof = this.selectedAddrProof;
if (!proof) return false;
if (!this.addrFiles.front) return false;
if (proof.sides === 2 && !this.addrFiles.back) return false;
return true;
}
get canSubmit(): boolean {
if (!this.documentIdentifier) {
return this.uploadDocumentForm?.valid;
}
const idTouched = this.isSectionTouched('id');
const addrTouched = this.isSectionTouched('address');
if (!idTouched && !addrTouched) return false;
if (idTouched && !this.isSectionComplete('id')) return false;
if (addrTouched && !this.isSectionComplete('address')) return false;
return true;
}
submit(): void {
if (!this.documentIdentifier) {
this.dialogRef.close(this.uploadDocumentForm.value);
return;
}
const result: any = { description: this.uploadDocumentForm.get('description').value, id: null, address: null };
if (this.isSectionComplete('id')) {
const v = this.uploadDocumentForm.get('id').value;
result.id = {
proof: this.selectedIdProof,
proofId: this.selectedIdProof.id,
documentKey: v.documentKey,
fullName: this.clientName,
files: this.buildSectionFiles('id')
};
}
if (this.isSectionComplete('address')) {
const v = this.uploadDocumentForm.get('address').value;
result.address = {
proof: this.selectedAddrProof,
proofId: this.selectedAddrProof.id,
address: this.clientAddress,
issueDate: v.issueDate,
files: this.buildSectionFiles('address')
};
}
this.dialogRef.close(result);
}
/**
* Build the files payload for a section. When both sides are images and
* have been merged into a single combined PNG, send only that one file.
* Otherwise fall back to the individual front/back files.
*/
private buildSectionFiles(section: SectionKey): { slot: string; file: File }[] {
const proof = section === 'id' ? this.selectedIdProof : this.selectedAddrProof;
const front = section === 'id' ? this.idFiles.front : this.addrFiles.front;
const back = section === 'id' ? this.idFiles.back : this.addrFiles.back;
const merged = section === 'id' ? this.idMergedFile : this.addrMergedFile;
if (proof?.sides === 2 && merged) {
return [{ slot: 'Combined', file: merged }];
}
const files: { slot: string; file: File }[] = [];
if (front) files.push({ slot: 'Front', file: front });
if (proof?.sides === 2 && back) files.push({ slot: 'Back', file: back });
return files;
}
/** Legacy: kept for non-identifier mode file upload component */
onFileSelect($event: any) {
if ($event.target.files.length > 0) {
const file = $event.target.files[0];
@@ -8,6 +8,7 @@
.ec-header {
display: flex; align-items: center; justify-content: space-between;
margin-bottom: 16px;
h3 { font-size: 16px; font-weight: 600; color: #1e293b; display: flex; align-items: center; gap: 8px;
fa-icon { color: #1565c0; }
}
@@ -55,6 +56,6 @@
.ec-card__label { font-size: 10px; text-transform: uppercase; letter-spacing: 0.5px; color: #94a3b8; font-weight: 500; }
.ec-card__value { font-size: 13px; font-weight: 500; color: #1e293b; }
@media (max-width: 768px) {
@media (width <= 768px) {
.ec-card__grid { grid-template-columns: repeat(2, 1fr); }
}
@@ -113,7 +113,7 @@ $orange-light: #fff3e0;
margin-bottom: 12px !important;
border-radius: 10px !important;
border: 1px solid $gray-200 !important;
box-shadow: 0 1px 3px rgba(0, 0, 0, 0.06) !important;
box-shadow: 0 1px 3px rgb(0 0 0 / 6%) !important;
&::ng-deep .mat-expansion-panel-body {
padding: 0 20px 20px !important;
@@ -224,11 +224,11 @@ $orange-light: #fff3e0;
border-radius: 8px;
overflow: hidden;
@media (max-width: 768px) {
@media (width <= 768px) {
grid-template-columns: repeat(2, 1fr);
}
@media (max-width: 480px) {
@media (width <= 480px) {
grid-template-columns: 1fr;
}
}
@@ -263,7 +263,7 @@ $orange-light: #fff3e0;
word-break: break-word;
&--mono {
font-family: 'SF Mono', 'Cascadia Code', 'Consolas', monospace;
font-family: 'SF Mono', 'Cascadia Code', Consolas, monospace;
font-size: 13px;
letter-spacing: 0.5px;
}
@@ -176,7 +176,7 @@ $white: #fff;
}
// Responsive
@media (max-width: 600px) {
@media (width <= 600px) {
.fd-grid--cols-2 {
grid-template-columns: 1fr;
}
@@ -36,6 +36,7 @@ $bg: #F0F4F8;
}
&__icon { font-size: 40px; width: 40px; height: 40px; color: $green; }
&__title { font-size: 20px; font-weight: 700; color: $text; margin: 0 0 8px; }
&__desc {
font-size: 15px; color: $text; margin: 0 0 6px;
display: flex; align-items: center; justify-content: center; gap: 6px; flex-wrap: wrap;
@@ -67,10 +68,12 @@ $bg: #F0F4F8;
h3 { margin: 0; font-size: 15px; font-weight: 600; color: $text; flex: 1; }
}
&__header-icon { color: $primary; font-size: 22px; }
&__status {
font-size: 11px; font-weight: 600; color: $green; background: $green-light;
padding: 3px 10px; border-radius: 12px;
}
&__edit {
font-size: 12px !important; height: 30px !important; border-radius: 6px !important;
mat-icon { font-size: 16px; width: 16px; height: 16px; margin-right: 4px; }
@@ -81,11 +84,14 @@ $bg: #F0F4F8;
/* ── Detail Grid (read-only) ── */
.f60-detail-grid {
display: grid; grid-template-columns: 1fr 1fr; gap: 16px 24px;
@media (max-width: 600px) { grid-template-columns: 1fr; }
@media (width <= 600px) { grid-template-columns: 1fr; }
}
.f60-detail {
display: flex; flex-direction: column;
&--full { grid-column: 1 / -1; }
&__label {
font-size: 11px; font-weight: 600; text-transform: uppercase;
color: $muted; letter-spacing: 0.5px; margin-bottom: 4px;
@@ -98,7 +104,8 @@ $bg: #F0F4F8;
/* ── Form Grid ── */
.f60-form-grid {
display: grid; grid-template-columns: 1fr 1fr; gap: 4px 16px;
@media (max-width: 600px) { grid-template-columns: 1fr; }
@media (width <= 600px) { grid-template-columns: 1fr; }
}
.f60-ff { width: 100%; &--full { grid-column: 1 / -1; } }
@@ -24,7 +24,7 @@ $gray-300: #dadce0;
$gray-600: #5f6368;
$gray-700: #3c4043;
$gray-900: #202124;
$white: #ffffff;
$white: #fff;
$red: #d93025;
// ── Main Container ──
@@ -41,7 +41,7 @@ $red: #d93025;
font-size: 16px;
font-weight: 600;
color: $gray-900;
margin: 0 0 16px 0;
margin: 0 0 16px;
}
}
@@ -58,12 +58,12 @@ $red: #d93025;
background: $white;
border-radius: 10px;
padding: 18px 20px;
box-shadow: 0 1px 3px rgba(0, 0, 0, 0.08), 0 1px 2px rgba(0, 0, 0, 0.06);
box-shadow: 0 1px 3px rgb(0 0 0 / 8%), 0 1px 2px rgb(0 0 0 / 6%);
border-left: 4px solid transparent;
transition: box-shadow 0.2s ease, transform 0.2s ease;
&:hover {
box-shadow: 0 4px 12px rgba(0, 0, 0, 0.1);
box-shadow: 0 4px 12px rgb(0 0 0 / 10%);
transform: translateY(-2px);
}
@@ -106,6 +106,7 @@ $red: #d93025;
// Color variants
&--blue {
border-left-color: $primary-blue;
.stat-card__icon {
background: $primary-blue-light;
color: $primary-blue;
@@ -114,6 +115,7 @@ $red: #d93025;
&--green {
border-left-color: $green;
.stat-card__icon {
background: $green-light;
color: $green;
@@ -122,6 +124,7 @@ $red: #d93025;
&--purple {
border-left-color: $purple;
.stat-card__icon {
background: $purple-light;
color: $purple;
@@ -130,6 +133,7 @@ $red: #d93025;
&--teal {
border-left-color: $teal;
.stat-card__icon {
background: $teal-light;
color: $teal;
@@ -138,6 +142,7 @@ $red: #d93025;
&--orange {
border-left-color: $orange;
.stat-card__icon {
background: $orange-light;
color: $orange;
@@ -204,7 +209,7 @@ $red: #d93025;
.table-wrapper {
border-radius: 0 0 8px 8px;
overflow: hidden;
box-shadow: 0 1px 3px rgba(0, 0, 0, 0.08);
box-shadow: 0 1px 3px rgb(0 0 0 / 8%);
border: 1px solid $gray-200;
border-top: none;
@@ -370,7 +375,7 @@ table[mat-table] {
left: 0;
width: 100vw;
height: 100vh;
background: rgba(0, 0, 0, 0.5);
background: rgb(0 0 0 / 50%);
display: flex;
align-items: center;
justify-content: center;
@@ -384,7 +389,7 @@ table[mat-table] {
width: 85%;
max-width: 900px;
position: relative;
box-shadow: 0 20px 60px rgba(0, 0, 0, 0.3);
box-shadow: 0 20px 60px rgb(0 0 0 / 30%);
}
.pdf-modal-close {
@@ -46,19 +46,17 @@
<!-- Card Body -->
<div class="idt-card__body">
<div class="idt-grid">
<div class="idt-field">
<div class="idt-field__label">{{ 'labels.inputs.Id' | translate }}</div>
<div class="idt-field__value idt-field__value--mono">{{ identity.id }}</div>
</div>
<div class="idt-field">
<div class="idt-field__label">{{ 'labels.inputs.Document Key' | translate }}</div>
<div class="idt-field__value idt-field__value--mono">{{ identity.documentKey }}</div>
<div class="idt-meta">
<div class="idt-meta__row">
<i class="fa fa-key idt-meta__icon"></i>
<span class="idt-meta__label">{{ 'labels.inputs.Document Key' | translate }}</span>
<span class="idt-meta__value idt-meta__value--mono">{{ identity.documentKey || '—' }}</span>
</div>
@if (identity.description) {
<div class="idt-field">
<div class="idt-field__label">{{ 'labels.inputs.Description' | translate }}</div>
<div class="idt-field__value">{{ identity.description }}</div>
<div class="idt-meta__row">
<i class="fa fa-sticky-note-o idt-meta__icon"></i>
<span class="idt-meta__label">{{ 'labels.inputs.Description' | translate }}</span>
<span class="idt-meta__value">{{ identity.description }}</span>
</div>
}
</div>
@@ -68,6 +66,7 @@
<div class="idt-docs">
<div class="idt-docs__title">
<i class="fa fa-paperclip"></i> {{ 'labels.inputs.Identity Documents' | translate }}
<span class="idt-docs__count">{{ identity.documents.length }}</span>
</div>
<div class="idt-docs__grid">
@for (document of identity.documents; track trackByDocumentId($index, document)) {
@@ -80,13 +79,15 @@
<img [src]="previewThumbnails[document.id]" [alt]="document.name" class="idt-doc__thumb" loading="lazy" />
} @else {
<div class="idt-doc__placeholder">
<i class="fa fa-file-o"></i>
<i class="fa fa-file-text-o"></i>
</div>
}
<div class="idt-doc__info">
<span class="idt-doc__name">{{ document.name }}</span>
@if (document.fileName) {
<span class="idt-doc__file">{{ document.fileName }}</span>
<span class="idt-doc__file">
<i class="fa fa-paperclip"></i> {{ document.fileName }}
</span>
}
</div>
@if (isPreviewable(document)) {
@@ -79,190 +79,284 @@ $red-light: #fce8e6;
.idt-card {
background: $white;
border: 1px solid $gray-200;
border-radius: 8px;
border-radius: 10px;
overflow: hidden;
margin-bottom: 12px;
margin-bottom: 14px;
transition: box-shadow 0.15s, border-color 0.15s;
position: relative;
&::before {
content: '';
position: absolute;
inset: 0 auto 0 0;
width: 3px;
background: $primary;
opacity: 0.7;
}
&:hover {
border-color: $primary-light;
box-shadow: 0 2px 8px rgba(26, 115, 232, 0.08);
}
&__header {
display: flex;
align-items: center;
justify-content: space-between;
padding: 12px 18px;
background: $gray-50;
border-bottom: 1px solid $gray-200;
padding: 14px 18px 14px 22px;
background: linear-gradient(to right, $primary-light 0%, $gray-50 40%, $white 100%);
border-bottom: 1px solid $gray-100;
}
&__title {
display: flex;
align-items: center;
gap: 10px;
gap: 12px;
min-width: 0;
flex: 1;
}
&__type-icon {
font-size: 14px;
color: $primary;
width: 28px;
height: 28px;
font-size: 15px;
color: $white;
width: 34px;
height: 34px;
display: flex;
align-items: center;
justify-content: center;
background: $primary-light;
border-radius: 6px;
background: linear-gradient(135deg, $primary, #4285f4);
border-radius: 8px;
box-shadow: 0 2px 6px rgba(26, 115, 232, 0.25);
flex-shrink: 0;
}
&__type {
font-size: 14px;
font-size: 15px;
font-weight: 600;
color: $gray-900;
white-space: nowrap;
overflow: hidden;
text-overflow: ellipsis;
}
&__status {
font-size: 10px;
font-weight: 600;
padding: 2px 9px;
border-radius: 10px;
font-weight: 700;
padding: 3px 10px;
border-radius: 12px;
text-transform: uppercase;
letter-spacing: 0.4px;
display: inline-flex;
align-items: center;
gap: 4px;
&--active { background: $green-light; color: $green; }
&--inactive { background: $red-light; color: $red; }
&::before {
content: '';
width: 6px;
height: 6px;
border-radius: 50%;
display: inline-block;
}
&--active {
background: $green-light;
color: $green;
&::before { background: $green; }
}
&--inactive {
background: $red-light;
color: $red;
&::before { background: $red; }
}
}
&__delete {
width: 30px !important;
height: 30px !important;
min-width: 30px !important;
width: 32px !important;
height: 32px !important;
min-width: 32px !important;
padding: 0 !important;
border-radius: 6px !important;
border-radius: 8px !important;
border-color: $gray-200 !important;
color: $gray-500 !important;
background: $white !important;
&:hover { color: $red !important; border-color: $red !important; background: $red-light !important; }
&:hover {
color: $red !important;
border-color: $red !important;
background: $red-light !important;
}
i { font-size: 12px; }
i { font-size: 13px; }
}
&__body {
padding: 14px 18px;
padding: 16px 18px 18px 22px;
}
}
// Details grid
.idt-grid {
display: grid;
grid-template-columns: repeat(3, 1fr);
gap: 0;
border: 1px solid $gray-100;
border-radius: 6px;
overflow: hidden;
// Metadata rows (compact, no grid)
.idt-meta {
display: flex;
flex-direction: column;
gap: 2px;
background: $gray-50;
border-radius: 8px;
padding: 4px 0;
margin-bottom: 14px;
@media (max-width: 600px) { grid-template-columns: 1fr; }
}
&__row {
display: flex;
align-items: center;
gap: 10px;
padding: 8px 14px;
border-bottom: 1px dashed $gray-200;
.idt-field {
padding: 8px 12px;
border-bottom: 1px solid $gray-100;
border-right: 1px solid $gray-100;
&:last-child { border-bottom: none; }
}
&:nth-child(3n) { border-right: none; }
&:hover { background: $gray-50; }
&__icon {
width: 22px;
height: 22px;
display: inline-flex;
align-items: center;
justify-content: center;
color: $primary;
font-size: 12px;
background: $primary-light;
border-radius: 5px;
flex-shrink: 0;
}
&__label {
font-size: 9px;
font-weight: 600;
font-size: 10px;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.5px;
color: $gray-500;
margin-bottom: 2px;
min-width: 95px;
}
&__value {
font-size: 13px;
font-weight: 500;
color: $gray-900;
word-break: break-word;
flex: 1;
min-width: 0;
&--mono {
font-family: 'SF Mono', 'Cascadia Code', 'Consolas', monospace;
font-family: 'SF Mono', 'Cascadia Code', Consolas, monospace;
font-size: 12px;
letter-spacing: 0.3px;
color: $primary;
font-weight: 600;
}
}
@media (width <= 600px) {
&__row { flex-wrap: wrap; }
&__label { min-width: 0; }
}
}
// Documents section
.idt-docs {
margin-top: 12px;
margin-top: 4px;
&__title {
font-size: 10px;
font-weight: 600;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.5px;
color: $gray-500;
margin-bottom: 8px;
margin-bottom: 10px;
display: flex;
align-items: center;
gap: 6px;
i { color: $primary; margin-right: 4px; }
i { color: $primary; }
}
&__count {
background: $primary-light;
color: $primary;
font-size: 10px;
font-weight: 700;
padding: 1px 7px;
border-radius: 8px;
margin-left: 2px;
}
&__grid {
display: flex;
gap: 8px;
flex-wrap: wrap;
display: grid;
grid-template-columns: repeat(auto-fill, minmax(240px, 1fr));
gap: 10px;
}
}
.idt-doc {
display: flex;
align-items: center;
gap: 10px;
padding: 8px 12px;
background: $gray-50;
border: 1px solid $gray-100;
border-radius: 6px;
transition: all 0.12s;
min-width: 180px;
gap: 12px;
padding: 10px 12px;
background: $white;
border: 1px solid $gray-200;
border-radius: 8px;
transition: all 0.15s;
position: relative;
overflow: hidden;
&--clickable {
cursor: pointer;
&:hover {
border-color: $primary;
background: $primary-light;
box-shadow: 0 2px 8px rgba(26, 115, 232, 0.1);
transform: translateY(-1px);
}
}
&__thumb {
width: 36px;
height: 36px;
border-radius: 4px;
width: 42px;
height: 42px;
border-radius: 6px;
object-fit: cover;
border: 1px solid $gray-200;
flex-shrink: 0;
}
&__placeholder {
width: 36px;
height: 36px;
width: 42px;
height: 42px;
display: flex;
align-items: center;
justify-content: center;
background: $gray-200;
border-radius: 4px;
color: $gray-500;
font-size: 14px;
background: linear-gradient(135deg, $primary-light, $gray-100);
border: 1px solid $gray-200;
border-radius: 6px;
color: $primary;
font-size: 16px;
flex-shrink: 0;
}
&__info {
display: flex;
flex-direction: column;
gap: 2px;
min-width: 0;
flex: 1;
}
&__name {
font-size: 12px;
font-size: 13px;
font-weight: 600;
color: $gray-900;
white-space: nowrap;
overflow: hidden;
text-overflow: ellipsis;
max-width: 150px;
}
&__file {
@@ -271,15 +365,27 @@ $red-light: #fce8e6;
white-space: nowrap;
overflow: hidden;
text-overflow: ellipsis;
max-width: 150px;
display: inline-flex;
align-items: center;
gap: 4px;
i { font-size: 9px; }
}
&__preview {
font-size: 12px;
font-size: 13px;
color: $primary;
margin-left: auto;
width: 26px;
height: 26px;
display: flex;
align-items: center;
justify-content: center;
background: $primary-light;
border-radius: 6px;
opacity: 0;
transition: opacity 0.15s;
flex-shrink: 0;
}
&:hover .idt-doc__preview { opacity: 1; }
@@ -86,6 +86,10 @@ export class IdentitiesTabComponent implements OnDestroy {
clientIdentifierTemplate: any;
/** Client Id */
clientId: string;
/** Client display name (prefilled into dialog) */
clientName = '';
/** Formatted permanent address (prefilled into dialog) */
clientAddress = '';
/** Identities Columns */
identitiesColumns: string[] = [
'id',
@@ -126,6 +130,39 @@ export class IdentitiesTabComponent implements OnDestroy {
this.clientIdentifierTemplate = data.clientIdentifierTemplate;
this.prefetchThumbnails();
});
// Pull display name from parent route's clientViewData
this.route.parent.data
.pipe(takeUntilDestroyed(this.destroyRef))
.subscribe((data: any) => {
this.clientName = data?.clientViewData?.displayName || '';
});
// Pull permanent address (falls back to first available address)
this.clientService.getClientAddressData(this.clientId).subscribe({
next: (addresses: any[]) => {
if (!addresses?.length) return;
const permanent =
addresses.find((a) => /permanent/i.test(a?.addressType || '')) || addresses[0];
this.clientAddress = this.formatAddress(permanent);
},
error: () => undefined
});
}
private formatAddress(addr: any): string {
if (!addr) return '';
return [
addr.addressLine1,
addr.addressLine2,
addr.townVillage,
addr.city,
addr.stateName,
addr.countryName,
addr.postalCode
]
.filter((p) => !!p && String(p).trim())
.join(', ');
}
ngOnDestroy(): void {
@@ -143,97 +180,97 @@ export class IdentitiesTabComponent implements OnDestroy {
}
/**
* Add Client Identifier with unified form (identifier + document upload)
* Add Client Identifier — opens KYC dialog that may create up to two
* identifiers (identity proof + address proof), each with front/back docs.
*/
addIdentifier() {
// Translate document type names
const translatedDocTypes = this.clientIdentifierTemplate.allowedDocumentTypes.map((docType: any) => ({
...docType,
name: this.translateService.instant(`labels.catalogs.${docType.name}`)
}));
const statusOptions = [
{ label: this.translateService.instant('labels.catalogs.Active'), value: 'Active' },
{ label: this.translateService.instant('labels.catalogs.Inactive'), value: 'Inactive' }
];
const dialogRef = this.dialog.open(UploadDocumentDialogComponent, {
width: '700px',
width: '880px',
maxWidth: '95vw',
data: {
documentIdentifier: true,
allowedDocumentTypes: translatedDocTypes,
statusOptions: statusOptions
clientName: this.clientName,
clientAddress: this.clientAddress
}
});
dialogRef.afterClosed().subscribe((response: any) => {
if (response) {
// Create identifier data
const identifierData = {
documentTypeId: response.documentTypeId,
status: response.status,
documentKey: response.documentKey,
description: response.description
if (!response) return;
const description = response.description || '';
if (response.id) {
this.createIdentifierWithDocs(response.id, description, 'id');
}
if (response.address) {
this.createIdentifierWithDocs(response.address, description, 'address');
}
});
}
/**
* Create one identifier from a KYC section payload, then upload each file
* as a document attached to that identifier.
*/
private createIdentifierWithDocs(section: any, description: string, kind: 'id' | 'address'): void {
const identifierData = {
documentTypeId: section.proofId,
status: 'Active',
documentKey:
kind === 'id'
? section.documentKey
: `${section.proof?.name || 'Address Proof'} - ${this.clientId}`,
description: kind === 'address' && section.address ? section.address : description
};
this.clientService.addClientIdentifier(this.clientId, identifierData).subscribe({
next: (res: any) => {
const newIdentifierId = res.resourceId;
const newIdentity: any = {
id: newIdentifierId,
description,
documentType: { id: section.proof?.id, name: section.proof?.name },
documentKey: identifierData.documentKey,
documents: [] as any[],
clientId: this.clientId,
status: 'clientIdentifierStatusType.active'
};
// First create the identifier
this.clientService.addClientIdentifier(this.clientId, identifierData).subscribe({
next: (res: any) => {
const newIdentifierId = res.resourceId;
const selectedDocType = this.clientIdentifierTemplate.allowedDocumentTypes.find(
(doc: any) => doc.id === response.documentTypeId
);
const files: { slot: string; file: File }[] = section.files || [];
if (!files.length) {
this.clientIdentities.push(newIdentity);
return;
}
// Create new identity entry
const newIdentity: any = {
id: newIdentifierId,
description: response.description,
documentType: selectedDocType,
documentKey: response.documentKey,
documents: [] as any[],
clientId: this.clientId,
status:
response.status === 'Active'
? 'clientIdentifierStatusType.active'
: 'clientIdentifierStatusType.inactive'
};
// If file was uploaded, attach document to the identifier
if (response.file) {
const formData: FormData = new FormData();
formData.append('name', response.fileName);
formData.append('file', response.file);
this.clientService.uploadClientIdentifierDocument(newIdentifierId, formData).subscribe({
next: (docRes: any) => {
const newDoc = {
id: docRes.resourceId,
parentEntityType: 'client_identifiers',
parentEntityId: newIdentifierId,
name: response.fileName,
fileName: response.file.name
};
newIdentity.documents.push(newDoc);
this.clientIdentities.push(newIdentity);
// Array mutation triggers @for re-render
this.setThumbnail(newDoc);
},
error: (err: any) => {
console.error('Failed to upload document', err);
// Still add the identifier even if document upload fails
this.clientIdentities.push(newIdentity);
// Array mutation triggers @for re-render
}
});
} else {
// No file, just add the identifier
this.clientIdentities.push(newIdentity);
// Array mutation triggers @for re-render
let pending = files.length;
files.forEach((entry) => {
const formData = new FormData();
formData.append('name', `${section.proof?.name || 'Document'} — ${entry.slot}`);
formData.append('file', entry.file);
this.clientService.uploadClientIdentifierDocument(newIdentifierId, formData).subscribe({
next: (docRes: any) => {
const newDoc = {
id: docRes.resourceId,
parentEntityType: 'client_identifiers',
parentEntityId: newIdentifierId,
name: `${section.proof?.name || 'Document'} — ${entry.slot}`,
fileName: entry.file.name
};
newIdentity.documents.push(newDoc);
this.setThumbnail(newDoc);
if (--pending === 0) {
this.clientIdentities.push(newIdentity);
}
},
error: (err: any) => {
console.error('Failed to upload document', err);
if (--pending === 0) {
this.clientIdentities.push(newIdentity);
}
}
},
error: (err: any) => {
console.error('Failed to create identifier', err);
}
});
});
},
error: (err: any) => {
console.error('Failed to create identifier', err);
}
});
}
@@ -245,14 +282,16 @@ export class IdentitiesTabComponent implements OnDestroy {
* @param {number} index Index
*/
deleteIdentifier(clientId: string, identifierId: string, index: number) {
const identity = this.clientIdentities?.[index];
const typeName = identity?.documentType?.name || this.translateService.instant('labels.heading.identifier id');
const key = identity?.documentKey ? ` (${identity.documentKey})` : '';
const deleteIdentifierDialogRef = this.dialog.open(DeleteDialogComponent, {
data: { deleteContext: `${this.translateService.instant('labels.heading.identifier id')} : ${identifierId}` }
data: { deleteContext: `${typeName}${key}` }
});
deleteIdentifierDialogRef.afterClosed().subscribe((response: any) => {
if (response.delete) {
this.clientService.deleteClientIdentifier(clientId, identifierId).subscribe((res) => {
if (response?.delete) {
this.clientService.deleteClientIdentifier(clientId, identifierId).subscribe(() => {
this.clientIdentities.splice(index, 1);
// Array mutation triggers @for re-render
});
}
});
@@ -27,10 +27,17 @@
</span>
}
</div>
<button mat-raised-button color="primary" (click)="toggleEditMode()" type="button">
<fa-icon [icon]="isEditMode ? 'times' : 'edit'" class="m-r-10"></fa-icon>
{{ isEditMode ? ('labels.buttons.Cancel' | translate) : ('labels.buttons.Edit' | translate) }}
</button>
<div class="kyc-header-actions">
@if (!isEditMode && kycData) {
<button mat-stroked-button class="kyc-print-btn" type="button" (click)="printSelfDeclaration()">
<fa-icon icon="file-pdf" class="m-r-6"></fa-icon> Self Declaration
</button>
}
<button mat-raised-button color="primary" (click)="toggleEditMode()" type="button">
<fa-icon [icon]="isEditMode ? 'times' : 'edit'" class="m-r-10"></fa-icon>
{{ isEditMode ? ('labels.buttons.Cancel' | translate) : ('labels.buttons.Edit' | translate) }}
</button>
</div>
</div>
<!-- KYC Summary (read-only when not in edit mode) -->
@@ -255,6 +262,100 @@
</div>
}
</div>
<!-- Re-KYC: Upload Signed Declaration & Complete -->
<div class="rekyc-section">
<div class="rekyc-header">
<div class="rekyc-icon-wrap">
<fa-icon icon="sync-alt" class="rekyc-icon"></fa-icon>
</div>
<div class="rekyc-header-text">
<h4 class="rekyc-title">Re-KYC Completion</h4>
<p class="rekyc-desc">Print self-declaration, get it signed, upload &amp; complete re-KYC.</p>
</div>
</div>
<!-- Step 1 -->
<div class="rekyc-timeline">
<div class="rekyc-tl-item">
<div class="rekyc-tl-dot">
<span class="rekyc-tl-num">1</span>
<div class="rekyc-tl-line"></div>
</div>
<div class="rekyc-tl-content">
<div class="rekyc-tl-label">Download Self Declaration Form</div>
<div class="rekyc-tl-sub">System-generated PDF with PAN, Aadhaar &amp; KYC details</div>
<button mat-flat-button class="rekyc-btn-print" type="button" (click)="printSelfDeclaration()">
<fa-icon icon="file-pdf"></fa-icon> Download PDF
</button>
</div>
</div>
<!-- Step 2 -->
<div class="rekyc-tl-item">
<div class="rekyc-tl-dot">
<span class="rekyc-tl-num">2</span>
<div class="rekyc-tl-line"></div>
</div>
<div class="rekyc-tl-content">
<div class="rekyc-tl-label">Upload Signed Declaration</div>
<div class="rekyc-tl-sub">Get the form signed by the client and upload the scanned copy</div>
<label class="rekyc-upload-zone" [class.has-file]="selectedDeclarationFile">
<input type="file" accept=".pdf,.jpg,.jpeg,.png" (change)="onDeclarationFileSelected($event)" hidden />
@if (!selectedDeclarationFile) {
<mat-icon class="upload-zone-icon">cloud_upload</mat-icon>
<span class="upload-zone-text">Click to upload signed form</span>
<span class="upload-zone-hint">PDF, JPG or PNG</span>
} @else {
<fa-icon icon="check-circle" class="upload-zone-check"></fa-icon>
<span class="upload-zone-filename">{{ selectedDeclarationFile.name }}</span>
<span class="upload-zone-hint">Click to change file</span>
}
</label>
</div>
</div>
<!-- Step 3 -->
<div class="rekyc-tl-item rekyc-tl-item--last">
<div class="rekyc-tl-dot">
<span class="rekyc-tl-num">3</span>
</div>
<div class="rekyc-tl-content">
<div class="rekyc-tl-label">Complete Re-KYC</div>
<div class="rekyc-tl-sub">Updates Last Verified date and sets new Expiry Date as per RBI norms</div>
<button mat-flat-button color="primary" class="rekyc-btn-complete" type="button"
[disabled]="!selectedDeclarationFile || reKycCompleting || !kycId"
(click)="completeReKyc()">
@if (reKycCompleting) {
<mat-progress-spinner diameter="16" mode="indeterminate"></mat-progress-spinner>
Completing...
} @else {
<fa-icon icon="check-circle"></fa-icon> Complete Re-KYC
}
</button>
</div>
</div>
</div>
@if (reKycSuccess) {
<div class="rekyc-result rekyc-result--success">
<fa-icon icon="check-circle" class="rekyc-result-icon"></fa-icon>
<div>
<strong>Re-KYC completed successfully</strong>
<p>Last Verified and Expiry Date have been updated.</p>
</div>
</div>
}
@if (reKycError) {
<div class="rekyc-result rekyc-result--error">
<mat-icon class="rekyc-result-icon">error_outline</mat-icon>
<div>
<strong>Re-KYC failed</strong>
<p>{{ reKycError }}</p>
</div>
</div>
}
</div>
}
<!-- No KYC Data State -->
@@ -612,7 +612,7 @@
color: #1e293b;
}
@media (max-width: 960px) {
@media (width <= 960px) {
.kv-table__col {
&--doc { flex: 0 0 120px; }
&--date { display: none; }
@@ -623,9 +623,281 @@
.kv-meta-item:nth-child(3n) { border-right: none; }
}
@media (max-width: 640px) {
@media (width <= 640px) {
.kv-table__row { flex-wrap: wrap; }
.kv-table__col { &--status, &--action { flex: 0 0 50%; } }
.kv-meta-grid { grid-template-columns: 1fr 1fr; }
.kv-otp-bar { flex-wrap: wrap; }
}
/* ─── Header Actions ─── */
.kyc-header-actions {
display: flex;
align-items: center;
gap: 10px;
}
.kyc-print-btn {
display: flex;
align-items: center;
gap: 6px;
color: #1074b9 !important;
border-color: #93c5fd !important;
}
.m-r-6 { margin-right: 6px; }
/* ─── Re-KYC Section ─── */
.rekyc-section {
margin-top: 20px;
background: linear-gradient(135deg, #fafbff 0%, #f0f4ff 100%);
border: 1px solid #dbe4f0;
border-radius: 14px;
padding: 24px;
}
.rekyc-header {
display: flex;
align-items: center;
gap: 14px;
margin-bottom: 22px;
}
.rekyc-icon-wrap {
width: 40px;
height: 40px;
border-radius: 10px;
background: linear-gradient(135deg, #1074b9, #0c5da0);
display: flex;
align-items: center;
justify-content: center;
flex-shrink: 0;
}
.rekyc-icon {
font-size: 17px;
color: #fff;
}
.rekyc-header-text {
flex: 1;
}
.rekyc-title {
margin: 0;
font-size: 16px;
font-weight: 700;
color: #0f172a;
}
.rekyc-desc {
margin: 3px 0 0;
font-size: 12px;
color: #64748b;
line-height: 1.4;
}
/* ─── Timeline Layout ─── */
.rekyc-timeline {
display: flex;
flex-direction: column;
gap: 0;
padding-left: 4px;
}
.rekyc-tl-item {
display: flex;
gap: 16px;
}
.rekyc-tl-dot {
display: flex;
flex-direction: column;
align-items: center;
flex-shrink: 0;
width: 32px;
}
.rekyc-tl-num {
width: 28px;
height: 28px;
border-radius: 50%;
background: #1074b9;
color: #fff;
font-size: 12px;
font-weight: 700;
display: flex;
align-items: center;
justify-content: center;
flex-shrink: 0;
z-index: 1;
}
.rekyc-tl-line {
width: 2px;
flex: 1;
background: #c7d8ed;
margin: 4px 0;
}
.rekyc-tl-item--last .rekyc-tl-dot {
.rekyc-tl-line { display: none; }
}
.rekyc-tl-content {
flex: 1;
padding-bottom: 24px;
}
.rekyc-tl-item--last .rekyc-tl-content {
padding-bottom: 0;
}
.rekyc-tl-label {
font-size: 13px;
font-weight: 700;
color: #1e293b;
margin-bottom: 2px;
}
.rekyc-tl-sub {
font-size: 11px;
color: #94a3b8;
margin-bottom: 10px;
line-height: 1.4;
}
/* ─── Buttons ─── */
.rekyc-btn-print {
display: inline-flex !important;
align-items: center;
gap: 7px;
font-size: 12px !important;
font-weight: 600 !important;
color: #1074b9 !important;
background: #fff !important;
border: 1px solid #bfdbfe !important;
border-radius: 8px !important;
padding: 6px 16px !important;
cursor: pointer;
transition: all 0.15s;
&:hover {
background: #eff6ff !important;
border-color: #93c5fd !important;
}
}
.rekyc-btn-complete {
display: inline-flex !important;
align-items: center;
gap: 7px;
font-size: 12px !important;
font-weight: 600 !important;
border-radius: 8px !important;
padding: 7px 20px !important;
}
/* ─── Upload Zone ─── */
.rekyc-upload-zone {
display: flex;
flex-direction: column;
align-items: center;
justify-content: center;
gap: 4px;
padding: 16px 24px;
max-width: 280px;
background: #fff;
border: 2px dashed #cbd5e1;
border-radius: 10px;
cursor: pointer;
transition: all 0.2s;
text-align: center;
&:hover {
background: #f8fafc;
border-color: #93c5fd;
}
&.has-file {
background: #f0fdf4;
border-color: #86efac;
border-style: solid;
}
}
.upload-zone-icon {
font-size: 28px !important;
width: 28px !important;
height: 28px !important;
color: #94a3b8;
}
.upload-zone-text {
font-size: 12px;
font-weight: 600;
color: #475569;
}
.upload-zone-hint {
font-size: 10px;
color: #94a3b8;
}
.upload-zone-check {
font-size: 24px;
color: #22c55e;
}
.upload-zone-filename {
font-size: 12px;
font-weight: 600;
color: #059669;
max-width: 230px;
overflow: hidden;
text-overflow: ellipsis;
white-space: nowrap;
}
/* ─── Result Banners ─── */
.rekyc-result {
display: flex;
align-items: flex-start;
gap: 10px;
margin-top: 18px;
padding: 12px 16px;
border-radius: 10px;
font-size: 13px;
line-height: 1.4;
p {
margin: 2px 0 0;
font-size: 12px;
font-weight: 400;
}
&--success {
background: #ecfdf5;
border: 1px solid #a7f3d0;
color: #065f46;
.rekyc-result-icon { color: #059669; font-size: 20px; }
}
&--error {
background: #fef2f2;
border: 1px solid #fecaca;
color: #991b1b;
.rekyc-result-icon {
color: #dc2626;
font-size: 20px !important;
width: 20px !important;
height: 20px !important;
}
}
}
@media (width <= 640px) {
.rekyc-upload-zone { max-width: 100%; }
}
@@ -15,6 +15,7 @@ import { catchError, of, Subject, takeUntil } from 'rxjs';
/** Custom Services */
import { ClientsService } from '../../clients.service';
import { Dates } from 'app/core/utils/dates';
import { jsPDF } from 'jspdf';
import { MatIcon } from '@angular/material/icon';
import { MatTooltip } from '@angular/material/tooltip';
import { MatProgressSpinner } from '@angular/material/progress-spinner';
@@ -51,6 +52,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
clientId: string;
kycId: string | null = null;
kycData: any = null;
clientData: any = null;
clientDateOfBirth: string | null = null;
isNonIndividual = false;
loading = true;
@@ -58,6 +60,13 @@ export class KycTabComponent implements OnInit, OnDestroy {
isEditMode = false;
errorMessage: string | null = null;
/** Re-KYC flow state */
reKycUploading = false;
reKycCompleting = false;
reKycSuccess = false;
reKycError: string | null = null;
selectedDeclarationFile: File | null = null;
verifying: { pan: boolean; aadhaar: boolean; gstin: boolean } = {
pan: false,
aadhaar: false,
@@ -154,6 +163,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
/** Load client's date of birth and legal form from parent route resolved data */
loadClientDateOfBirth(): void {
this.route.parent.data.subscribe((data: any) => {
this.clientData = data?.clientViewData || null;
if (data?.clientViewData?.dateOfBirth) {
const dob = data.clientViewData.dateOfBirth;
if (Array.isArray(dob) && dob.length >= 3) {
@@ -444,6 +454,231 @@ export class KycTabComponent implements OnInit, OnDestroy {
}
}
/** Generate Self Declaration PDF with KYC details */
printSelfDeclaration(): void {
const client = this.clientData || {};
const kyc = this.kycData || {};
const clientName = client.displayName || client.fullname || '';
const cifNumber = client.accountNo || client.cifNumber || this.clientId;
const dob = this.clientDateOfBirth ? this.formatDate(client.dateOfBirth) : '—';
const officeName = client.officeName || '';
const today = new Date().toLocaleDateString('en-IN', { day: '2-digit', month: 'long', year: 'numeric' });
const doc = new jsPDF({ orientation: 'portrait', unit: 'mm', format: 'a4' });
const pageWidth = doc.internal.pageSize.getWidth();
const margin = 20;
const contentWidth = pageWidth - margin * 2;
let y = 20;
// Helper
const addLine = (label: string, value: string, yPos: number): number => {
doc.setFont('helvetica', 'bold');
doc.setFontSize(10);
doc.text(label, margin, yPos);
doc.setFont('helvetica', 'normal');
doc.text(value || '—', margin + 55, yPos);
return yPos + 7;
};
const drawHr = (yPos: number): number => {
doc.setDrawColor(200, 200, 200);
doc.setLineWidth(0.3);
doc.line(margin, yPos, pageWidth - margin, yPos);
return yPos + 5;
};
// ── Header ──
doc.setFillColor(15, 23, 42);
doc.rect(0, 0, pageWidth, 30, 'F');
doc.setTextColor(255, 255, 255);
doc.setFont('helvetica', 'bold');
doc.setFontSize(16);
doc.text('Self Declaration Form', pageWidth / 2, 13, { align: 'center' });
doc.setFontSize(9);
doc.setFont('helvetica', 'normal');
doc.text('KYC / Re-KYC Compliance — As per RBI Master Direction on KYC', pageWidth / 2, 21, { align: 'center' });
doc.setTextColor(0, 0, 0);
y = 40;
// ── Branch / Date ──
doc.setFontSize(10);
doc.setFont('helvetica', 'normal');
doc.text(`Branch: ${officeName}`, margin, y);
doc.text(`Date: ${today}`, pageWidth - margin, y, { align: 'right' });
y += 8;
y = drawHr(y);
// ── Section: Customer Details ──
doc.setFont('helvetica', 'bold');
doc.setFontSize(12);
doc.setTextColor(16, 116, 185);
doc.text('Customer Details', margin, y);
doc.setTextColor(0, 0, 0);
y += 8;
y = addLine('Customer Name:', clientName, y);
y = addLine('CIF Number:', cifNumber, y);
y = addLine('Date of Birth:', dob, y);
if (client.mobileNo) y = addLine('Mobile:', client.mobileNo, y);
if (client.emailAddress) y = addLine('Email:', client.emailAddress, y);
y += 3;
y = drawHr(y);
// ── Section: KYC Documents ──
doc.setFont('helvetica', 'bold');
doc.setFontSize(12);
doc.setTextColor(16, 116, 185);
doc.text('KYC Document Details', margin, y);
doc.setTextColor(0, 0, 0);
y += 8;
// PAN
y = addLine('PAN Number:', kyc.panNumber || '—', y);
y = addLine('PAN Status:', kyc.panVerified ? 'Verified' : 'Pending', y);
if (kyc.panVerifiedOn) y = addLine('PAN Verified On:', this.formatDate(kyc.panVerifiedOn), y);
// Aadhaar
y = addLine('Aadhaar Number:', kyc.aadhaarNumberMasked || '—', y);
y = addLine('Aadhaar Status:', kyc.aadhaarVerified ? 'Verified' : 'Pending', y);
if (kyc.aadhaarVerifiedOn) y = addLine('Aadhaar Verified On:', this.formatDate(kyc.aadhaarVerifiedOn), y);
// PAN-Aadhaar Link
const seedingStatus = kyc.panAadhaarSeedingStatus === 'Y' ? 'Linked' : kyc.panAadhaarSeedingStatus === 'N' ? 'Not Linked' : kyc.panAadhaarSeedingStatus === 'E' ? 'Exempt' : 'Pending';
y = addLine('PAN-Aadhaar Link:', seedingStatus, y);
// GSTIN (Non-Individual)
if (this.isNonIndividual && kyc.gstinNumber) {
y = addLine('GSTIN:', kyc.gstinNumber, y);
y = addLine('GSTIN Status:', kyc.gstinVerified ? 'Verified' : 'Pending', y);
}
// Enterprise PAN / CIN
if (this.isNonIndividual && kyc.enterprisePan) {
y = addLine('Enterprise PAN:', kyc.enterprisePan, y);
}
if (this.isNonIndividual && kyc.cinNumber) {
y = addLine('CIN:', kyc.cinNumber, y);
}
y += 3;
y = drawHr(y);
// ── Section: KYC Summary ──
doc.setFont('helvetica', 'bold');
doc.setFontSize(12);
doc.setTextColor(16, 116, 185);
doc.text('KYC Summary', margin, y);
doc.setTextColor(0, 0, 0);
y += 8;
y = addLine('KYC Type:', kyc.kycType === 1 ? 'Individual' : kyc.kycType === 2 ? 'Non-Individual' : '—', y);
y = addLine('Risk Category:', kyc.riskCategory === 1 ? 'Low' : kyc.riskCategory === 2 ? 'Medium' : kyc.riskCategory === 3 ? 'High' : '—', y);
y = addLine('Initiated On:', this.formatDate(kyc.initiatedOn), y);
y = addLine('Last Verified:', this.formatDate(kyc.verifiedOn), y);
y = addLine('Expiry Date:', this.formatDate(kyc.expiryDate), y);
y += 3;
y = drawHr(y);
// ── Declaration Text ──
doc.setFont('helvetica', 'bold');
doc.setFontSize(12);
doc.setTextColor(16, 116, 185);
doc.text('Declaration', margin, y);
doc.setTextColor(0, 0, 0);
y += 8;
doc.setFont('helvetica', 'normal');
doc.setFontSize(9.5);
const declarationText = `I, ${clientName || '_______________'}, hereby declare that the information provided above is true, correct and complete to the best of my knowledge and belief. I understand that furnishing false information is punishable under applicable laws. I authorize the Bank to verify the above details through appropriate channels as per RBI Master Direction on KYC (DBR.AML.BC.No.81/14.01.001/2015-16) and its subsequent amendments.
I further confirm that:
1. I am not a Politically Exposed Person (PEP) / relative of a PEP (unless declared otherwise).
2. The source of funds in my account is from legitimate sources.
3. I shall promptly notify the Bank of any change in the above information.
4. I have read and understood the Bank's terms and conditions regarding KYC compliance.`;
const lines = doc.splitTextToSize(declarationText, contentWidth);
doc.text(lines, margin, y);
y += lines.length * 4.5 + 10;
// ── Signature section ──
y = drawHr(y);
y += 5;
// Left: Client signature
doc.setFont('helvetica', 'normal');
doc.setFontSize(9);
doc.text('________________________', margin, y + 15);
doc.text('Signature of Customer', margin, y + 21);
doc.text(`Name: ${clientName}`, margin, y + 27);
doc.text(`Date: _______________`, margin, y + 33);
doc.text(`Place: _______________`, margin, y + 39);
// Right: Bank official
doc.text('________________________', pageWidth - margin - 50, y + 15);
doc.text('Authorized Bank Official', pageWidth - margin - 50, y + 21);
doc.text('Name: _______________', pageWidth - margin - 50, y + 27);
doc.text('Designation: _______________', pageWidth - margin - 50, y + 33);
doc.text('Stamp & Seal', pageWidth - margin - 50, y + 39);
// ── Footer ──
const footerY = doc.internal.pageSize.getHeight() - 10;
doc.setFontSize(7);
doc.setTextColor(150, 150, 150);
doc.text('This is a system-generated document. Generated from CBS Nexora — KYC Module.', pageWidth / 2, footerY, { align: 'center' });
// Save
doc.save(`Self_Declaration_${cifNumber}_${clientName.replace(/\s/g, '_')}.pdf`);
}
/** Handle file selection for signed declaration upload */
onDeclarationFileSelected(event: Event): void {
const input = event.target as HTMLInputElement;
if (input.files?.length) {
this.selectedDeclarationFile = input.files[0];
this.reKycError = null;
}
}
/** Upload signed declaration and complete re-KYC */
completeReKyc(): void {
if (!this.selectedDeclarationFile || !this.clientId || !this.kycId) return;
this.reKycCompleting = true;
this.reKycError = null;
this.reKycSuccess = false;
// Step 1: Upload the signed declaration as a client document
const formData = new FormData();
formData.append('file', this.selectedDeclarationFile);
formData.append('name', 'KYC Self Declaration');
formData.append('description', `Signed self-declaration form uploaded on ${new Date().toLocaleDateString('en-IN')}`);
this.clientsService.uploadClientDocument(this.clientId, formData).subscribe({
next: () => {
// Step 2: Call re-KYC completion API to update verified/expiry dates
this.clientsService.completeReKyc(this.clientId, this.kycId!).subscribe({
next: () => {
this.reKycCompleting = false;
this.reKycSuccess = true;
this.selectedDeclarationFile = null;
this.loadKycData(); // Refresh to show updated dates
},
error: (err: any) => {
this.reKycCompleting = false;
this.reKycError = err?.error?.defaultUserMessage || err?.error?.developerMessage || 'Failed to complete re-KYC. Please try again.';
}
});
},
error: (err: any) => {
this.reKycCompleting = false;
this.reKycError = err?.error?.defaultUserMessage || err?.error?.developerMessage || 'Failed to upload declaration. Please try again.';
}
});
}
ngOnDestroy(): void {
this.destroy$.next();
this.destroy$.complete();
@@ -16,7 +16,7 @@ $primary-light: #e8f0fe;
&__left { display: flex; align-items: center; gap: 10px; }
&__icon { color: #60a5fa; }
&__title { font-size: 15px; font-weight: 600; color: #fff; margin: 0; }
&__sub { font-size: 10px; color: rgba(255,255,255,0.45); margin: 1px 0 0; }
&__sub { font-size: 10px; color: rgb(255 255 255 / 45%); margin: 1px 0 0; }
}
.nom-loading { display: flex; align-items: center; gap: 8px; padding: 24px 0; justify-content: center; font-size: 13px; color: #64748b;
@@ -36,12 +36,14 @@ $primary-light: #e8f0fe;
&__right { display: flex; align-items: center; gap: 10px; }
}
.nom-type-chips { display: flex; gap: 6px; flex-wrap: wrap; }
.nom-type-chip {
display: inline-flex; align-items: center; gap: 5px; padding: 6px 12px;
border: 1.5px solid #e2e8f0; border-radius: 6px; background: #fff;
font-size: 12px; font-weight: 500; color: #64748b; cursor: pointer; transition: all 0.15s;
mat-icon { font-size: 16px; width: 16px; height: 16px; }
&__count { font-size: 9px; font-weight: 700; background: #f1f5f9; color: #64748b; padding: 0 5px; border-radius: 6px; }
&.active { border-color: $primary; background: $primary-light; color: $primary;
.nom-type-chip__count { background: $primary; color: #fff; }
}
@@ -56,6 +58,7 @@ $primary-light: #e8f0fe;
background: #f8fafc; border: 1px solid #e2e8f0; border-radius: 6px; margin-bottom: 8px;
&__label { font-size: 11px; font-weight: 600; color: #64748b; white-space: nowrap; }
&__track { flex: 1; height: 6px; background: #e2e8f0; border-radius: 3px; overflow: hidden; }
&__fill {
height: 100%; border-radius: 3px; transition: width 0.3s;
background: linear-gradient(90deg, #3b82f6, #10b981);
@@ -67,12 +70,14 @@ $primary-light: #e8f0fe;
/* Nominee card — compact */
.nom-card { border: 1px solid #e2e8f0; border-radius: 6px; margin-bottom: 6px; overflow: hidden; }
.nom-card__main { display: flex; align-items: center; gap: 10px; padding: 8px 12px; }
.nom-card__avatar {
width: 32px; height: 32px; border-radius: 50%; background: #dbeafe;
display: flex; align-items: center; justify-content: center; color: #1565c0; flex-shrink: 0;
mat-icon { font-size: 18px; }
}
.nom-card__photo { width: 100%; height: 100%; object-fit: cover; border-radius: 50%; }
.nom-card__sig {
flex-shrink: 0;
img { height: 24px; max-width: 60px; object-fit: contain; border: 1px solid #e2e8f0; border-radius: 3px; background: #fff; padding: 1px 3px; }
@@ -80,6 +85,7 @@ $primary-light: #e8f0fe;
.nom-card__info { flex: 1; min-width: 0; }
.nom-card__name { font-weight: 600; font-size: 13px; color: #1e293b; display: block; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; }
.nom-card__meta { font-size: 11px; color: #64748b; display: block; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; }
.nom-card__id {
font-size: 10px; font-weight: 600; color: #1d4ed8; background: #eff6ff;
padding: 2px 8px; border-radius: 4px; white-space: nowrap;
@@ -87,12 +93,15 @@ $primary-light: #e8f0fe;
}
.nom-card__share { text-align: center; min-width: 40px; flex-shrink: 0; }
.nom-card__share-value { font-size: 15px; font-weight: 700; color: #1565c0; }
.nom-card__actions { display: flex; gap: 0; flex-shrink: 0;
button { width: 32px !important; height: 32px !important; line-height: 32px !important;
mat-icon { font-size: 18px; }
}
}
.nom-card__delete { color: #94a3b8 !important; &:hover { color: #ef4444 !important; } }
.nom-card__guardian {
display: flex; align-items: center; gap: 5px; padding: 5px 12px; background: #fff7ed;
font-size: 11px; color: #92400e; border-top: 1px solid #fde68a;
@@ -122,13 +131,15 @@ $primary-light: #e8f0fe;
.nom-search-wrapper { position: relative; margin-bottom: 8px; }
.nom-search-field { width: 100%; }
.nom-search-prefix { color: #94a3b8; }
.nom-search-results {
position: absolute; top: 56px; left: 0; right: 0; z-index: 100;
background: #fff; border: 1px solid #e2e8f0; border-radius: 6px;
box-shadow: 0 6px 20px rgba(0,0,0,0.1); max-height: 220px; overflow-y: auto;
box-shadow: 0 6px 20px rgb(0 0 0 / 10%); max-height: 220px; overflow-y: auto;
&--inline { position: relative; top: 0; margin-top: 4px; }
}
.nom-search-loading { display: flex; align-items: center; gap: 6px; padding: 10px 12px; font-size: 12px; color: #64748b; }
.nom-search-item {
display: flex; align-items: center; gap: 8px; padding: 8px 12px; cursor: pointer; border-bottom: 1px solid #f1f5f9;
&:last-child { border-bottom: none; } &:hover { background: #f0f7ff; }
@@ -149,6 +160,7 @@ $primary-light: #e8f0fe;
&__info { flex: 1; display: flex; flex-direction: column; }
&__name { font-size: 13px; font-weight: 600; color: #1e293b; }
&__meta { font-size: 11px; color: #64748b; font-family: 'Roboto Mono', monospace; }
&__sig {
flex-shrink: 0;
img { height: 24px; max-width: 60px; object-fit: contain; border: 1px solid #e2e8f0; border-radius: 3px; background: #fff; padding: 1px 3px; }
@@ -174,10 +186,11 @@ $primary-light: #e8f0fe;
/* Guardian */
.nom-guardian-section { display: flex; align-items: center; gap: 8px; flex-wrap: wrap; margin-bottom: 8px; }
.nom-guardian-label { display: flex; align-items: center; gap: 4px; font-size: 12px; font-weight: 600; color: #92400e; mat-icon { font-size: 16px; } }
.nom-guardian-selected { display: flex; align-items: center; gap: 4px; font-size: 13px; font-weight: 500; color: #1e293b;
button { width: 24px !important; height: 24px !important; line-height: 24px !important; mat-icon { font-size: 14px; } }
}
/* Zoom */
.zoomable { cursor: zoom-in; transition: transform 0.15s; &:hover { transform: scale(1.08); box-shadow: 0 4px 12px rgba(0,0,0,0.15); } }
.zoomable { cursor: zoom-in; transition: transform 0.15s; &:hover { transform: scale(1.08); box-shadow: 0 4px 12px rgb(0 0 0 / 15%); } }
::ng-deep .image-zoom-panel { .mat-mdc-dialog-container { padding: 0 !important; border-radius: 8px !important; overflow: hidden; } }
@@ -83,15 +83,15 @@ $teal: #00897b;
grid-template-columns: repeat(4, 1fr);
gap: 0;
@media (max-width: 1024px) {
@media (width <= 1024px) {
grid-template-columns: repeat(3, 1fr);
}
@media (max-width: 768px) {
@media (width <= 768px) {
grid-template-columns: repeat(2, 1fr);
}
@media (max-width: 480px) {
@media (width <= 480px) {
grid-template-columns: 1fr;
}
}
@@ -192,7 +192,7 @@ $teal: #00897b;
}
&.monospace {
font-family: 'SF Mono', 'Cascadia Code', 'Consolas', monospace;
font-family: 'SF Mono', 'Cascadia Code', Consolas, monospace;
font-size: 13px;
letter-spacing: 0.3px;
}