403 lines
17 KiB
HTML
403 lines
17 KiB
HTML
<!--
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Copyright since 2025 Mifos Initiative
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This Source Code Form is subject to the terms of the Mozilla Public
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License, v. 2.0. If a copy of the MPL was not distributed with this
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file, You can obtain one at http://mozilla.org/MPL/2.0/.
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-->
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<div class="create-client-container">
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<div class="client-header">
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<fa-icon icon="user" class="header-icon"></fa-icon>
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<h2>{{ 'labels.heading.Edit Client' | translate }}</h2>
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</div>
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<mat-tab-group
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class="client-tabs"
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animationDuration="200ms"
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[preserveContent]="true"
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[(selectedIndex)]="selectedTabIndex"
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>
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<!-- Tab 1: General Details -->
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<mat-tab>
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<ng-template mat-tab-label>
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<fa-icon icon="user" class="tab-icon"></fa-icon>
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{{ 'labels.inputs.GENERAL' | translate }}
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</ng-template>
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<div class="tab-content" [class.tab-content--readonly]="isTabReadOnly(0)">
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@if (hasPendingGeneralEdit) {
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<div class="pending-edit-banner">
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<mat-icon>hourglass_top</mat-icon>
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<span
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>An edit is awaiting approval from another user. You can't submit another edit until it's resolved.</span
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>
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</div>
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}
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<div class="tab-mode-bar">
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@if (isTabReadOnly(0)) {
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<button
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mat-flat-button
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class="tab-mode-btn tab-mode-btn--edit"
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[disabled]="hasPendingGeneralEdit"
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(click)="enableTabEdit(0)"
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>
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<mat-icon>edit</mat-icon> Edit
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</button>
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} @else {
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<button mat-stroked-button class="tab-mode-btn tab-mode-btn--cancel" (click)="cancelTabEdit(0)">
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<mat-icon>close</mat-icon> Cancel
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</button>
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}
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</div>
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<mifosx-client-general-step
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[clientTemplate]="clientDataAndTemplate"
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[clientData]="clientDataAndTemplate"
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[readOnly]="isTabReadOnly(0)"
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(legalFormChangeEvent)="legalFormChange($event)"
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></mifosx-client-general-step>
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<!-- Dual-OTP contact-change verification panel — appears only once the mobile
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number and/or email address differ from the loaded snapshot. Save stays
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gated (see currentStepValid) until every required block below is verified. -->
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@if (!isTabReadOnly(0) && (contactChanges.mobileChanged || contactChanges.emailChanged)) {
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<div class="contact-verify-panel">
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<div class="contact-verify-panel__header">
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<mat-icon>verified_user</mat-icon>
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<div class="contact-verify-panel__header-text">
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<strong>Verify Contact Change</strong>
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<span
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>An OTP must be verified on both the old and new
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{{
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contactChanges.mobileChanged && contactChanges.emailChanged
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? 'mobile number and email address'
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: contactChanges.mobileChanged
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? 'mobile number'
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: 'email address'
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}}
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before this change can be saved.</span
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>
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</div>
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</div>
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@if (contactChanges.mobileChanged) {
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<div class="contact-verify-panel__field-group">
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<div class="contact-verify-panel__field-title">
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<mat-icon>phone_iphone</mat-icon>
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<span>Mobile Number</span>
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</div>
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<div class="contact-verify-panel__exception-row" style="margin-bottom: 12px">
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<mat-checkbox
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[checked]="oldMobileNotAccessible"
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(change)="onOldMobileNotAccessibleToggle($event.checked)"
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color="primary"
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>
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Old mobile number not accessible (lost / deactivated SIM)
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</mat-checkbox>
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</div>
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<div class="contact-verify-panel__grid">
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@if (!oldMobileNotAccessible) {
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<mifosx-client-contact-otp-block
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[clientId]="clientId"
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channel="MOBILE"
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[destination]="contactChanges.oldMobile"
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label="Old Mobile Number"
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(stateChange)="onOldMobileOtpState($event)"
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></mifosx-client-contact-otp-block>
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} @else {
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<div
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class="fir-upload-box"
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style="padding: 12px; border: 1px dashed #cbd5e1; border-radius: 8px; background: #f8fafc"
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>
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<div style="font-weight: 500; font-size: 13px; margin-bottom: 6px; color: #475569">
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Upload Police Complaint / FIR Copy for Lost Mobile
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</div>
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<div style="display: flex; align-items: center; gap: 12px">
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<input
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type="file"
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(change)="onFirFileSelected($event)"
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accept=".pdf,.jpg,.jpeg,.png"
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#firFileInput
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hidden
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/>
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<button
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mat-stroked-button
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type="button"
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(click)="firFileInput.click()"
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[disabled]="uploadingFir"
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>
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<mat-icon>upload_file</mat-icon>
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{{ firFileName ? firFileName : 'Select FIR Document' }}
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</button>
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@if (uploadingFir) {
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<mat-progress-spinner mode="indeterminate" diameter="20"></mat-progress-spinner>
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}
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@if (firDocumentId && !uploadingFir) {
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<span
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style="
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color: #16a34a;
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font-size: 12px;
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font-weight: 500;
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display: flex;
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align-items: center;
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gap: 4px;
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"
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>
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<mat-icon style="font-size: 16px; width: 16px; height: 16px">check_circle</mat-icon> FIR
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Uploaded Successfully
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</span>
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}
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</div>
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</div>
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}
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<mifosx-client-contact-otp-block
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[clientId]="clientId"
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channel="MOBILE"
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[destination]="contactChanges.newMobile"
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label="New Mobile Number"
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(stateChange)="onNewMobileOtpState($event)"
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></mifosx-client-contact-otp-block>
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</div>
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</div>
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}
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@if (contactChanges.emailChanged) {
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<div class="contact-verify-panel__field-group">
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<div class="contact-verify-panel__field-title">
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<mat-icon>email</mat-icon>
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<span>Email Address</span>
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</div>
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<div class="contact-verify-panel__grid">
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<mifosx-client-contact-otp-block
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[clientId]="clientId"
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channel="EMAIL"
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[destination]="contactChanges.oldEmail"
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label="Old Email Address"
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(stateChange)="onOldEmailOtpState($event)"
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></mifosx-client-contact-otp-block>
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<mifosx-client-contact-otp-block
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[clientId]="clientId"
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channel="EMAIL"
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[destination]="contactChanges.newEmail"
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label="New Email Address"
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(stateChange)="onNewEmailOtpState($event)"
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></mifosx-client-contact-otp-block>
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</div>
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</div>
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}
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</div>
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}
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</div>
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</mat-tab>
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<!-- Tab 2: KYC & Documents -->
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<mat-tab>
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<ng-template mat-tab-label>
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<fa-icon icon="id-card" class="tab-icon"></fa-icon>
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KYC & Documents
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</ng-template>
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<div class="tab-content" [class.tab-content--readonly]="isTabReadOnly(1)">
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<div class="tab-mode-bar">
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@if (isTabReadOnly(1)) {
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<button mat-flat-button class="tab-mode-btn tab-mode-btn--edit" (click)="enableTabEdit(1)">
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<mat-icon>edit</mat-icon> Edit
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</button>
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} @else {
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<button mat-stroked-button class="tab-mode-btn tab-mode-btn--cancel" (click)="cancelTabEdit(1)">
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<mat-icon>close</mat-icon> Cancel
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</button>
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}
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</div>
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@if (dobChanged) {
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<div class="rekyc-alert">
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<mat-icon class="rekyc-alert__icon">warning</mat-icon>
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<div class="rekyc-alert__text">
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<strong>Re-KYC Required:</strong> Client name or date of birth was changed. Please re-verify PAN and
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update the remarks below before proceeding.
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</div>
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</div>
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}
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<div class="tab-section">
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<!-- constitutionMeta and entityName are bound here exactly as they are in create-client.
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Without them an entity opened for edit falls back to the generic document list rather
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than the one its constitution actually uses, so the document type saved at creation
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can be missing from the picker; a proprietorship is also mis-rendered, since the
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proprietor-PAN branch keys off the constitution. -->
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<mifosx-client-kyc-step
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#clientKyc
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[isNonIndividual]="legalFormType === 2"
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[isMinor]="clientGeneralStep?.isMinor || false"
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[clientId]="clientId"
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[constitutionMeta]="clientGeneralStep?.selectedConstitution"
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[entityName]="clientGeneralStep?.createClientForm?.get('fullname')?.value || ''"
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[verificationName]="clientGeneralStep?.verificationName || ''"
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[verificationDateOfBirth]="clientGeneralStep?.verificationDateOfBirth || null"
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[readOnly]="isTabReadOnly(1)"
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[calculatedRisk]="clientGeneralStep?.calculatedRisk"
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></mifosx-client-kyc-step>
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</div>
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</div>
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</mat-tab>
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<!-- Tab 3: Entity MSME & KYC (Non-Individual only) -->
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@if (legalFormType === 2) {
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<mat-tab>
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<ng-template mat-tab-label>
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<fa-icon icon="building" class="tab-icon"></fa-icon>
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Scheme & Sector Classification
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</ng-template>
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<div class="tab-content" [class.tab-content--readonly]="isTabReadOnly(2)">
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<div class="tab-mode-bar">
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@if (isTabReadOnly(2)) {
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<button mat-flat-button class="tab-mode-btn tab-mode-btn--edit" (click)="enableTabEdit(2)">
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<mat-icon>edit</mat-icon> Edit
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</button>
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} @else {
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<button mat-stroked-button class="tab-mode-btn tab-mode-btn--cancel" (click)="cancelTabEdit(2)">
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<mat-icon>close</mat-icon> Cancel
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</button>
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}
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</div>
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<mifosx-client-entity-kyc-step
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#clientEntityKyc
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[constitutionType]="getConstitutionType()"
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[readOnly]="isTabReadOnly(2)"
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></mifosx-client-entity-kyc-step>
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</div>
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</mat-tab>
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}
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<!-- Tab: Address -->
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<mat-tab>
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<ng-template mat-tab-label>
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<fa-icon icon="map" class="tab-icon"></fa-icon>
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ADDRESS
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</ng-template>
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@let addressTabIdx = legalFormType === 2 ? 3 : 2;
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<div class="tab-content" [class.tab-content--readonly]="isTabReadOnly(addressTabIdx)">
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<div class="tab-mode-bar">
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@if (isTabReadOnly(addressTabIdx)) {
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<button mat-flat-button class="tab-mode-btn tab-mode-btn--edit" (click)="enableTabEdit(addressTabIdx)">
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<mat-icon>edit</mat-icon> Edit
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</button>
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} @else {
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<button mat-stroked-button class="tab-mode-btn tab-mode-btn--cancel" (click)="cancelTabEdit(addressTabIdx)">
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<mat-icon>close</mat-icon> Cancel
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</button>
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}
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</div>
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<mifosx-client-india-address-step
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#clientIndiaAddress
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[clientId]="clientId"
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[isMinor]="clientGeneralStep?.isMinor || false"
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[isNonIndividual]="legalFormType === 2"
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[readOnly]="isTabReadOnly(addressTabIdx)"
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[kycData]="clientKyc?.kycForm?.value"
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[kycDocCode]="clientKyc?.selectedKycDoc?.code"
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[kycDocFiles]="clientKyc?.kycDocFiles || null"
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[kycDocMergedPreview]="clientKyc?.kycDocMergedPreview || null"
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[existingKycDocSides]="clientKyc?.existingKycDocSides || null"
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[existingKycIdentifierId]="clientKyc?.existingKycIdentifierId || null"
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></mifosx-client-india-address-step>
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</div>
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</mat-tab>
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<!-- Tab: Family / Nominees — hidden for entity clients that aren't proprietorships -->
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@if (showFamilyTab) {
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<mat-tab>
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<ng-template mat-tab-label>
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<fa-icon icon="users" class="tab-icon"></fa-icon>
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{{ familyTabNomineeOnly ? 'NOMINEES' : 'FAMILY' }}
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</ng-template>
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@let familyTabIdx = legalFormType === 2 ? 4 : 3;
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<div class="tab-content" [class.tab-content--readonly]="isTabReadOnly(familyTabIdx)">
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<div class="tab-mode-bar">
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@if (isTabReadOnly(familyTabIdx)) {
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<button mat-flat-button class="tab-mode-btn tab-mode-btn--edit" (click)="enableTabEdit(familyTabIdx)">
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<mat-icon>edit</mat-icon> Edit
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</button>
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} @else {
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<button
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mat-stroked-button
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class="tab-mode-btn tab-mode-btn--cancel"
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(click)="cancelTabEdit(familyTabIdx)"
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>
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<mat-icon>close</mat-icon> Cancel
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</button>
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}
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</div>
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<mifosx-client-family-members-step
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#clientFamilyMembers
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[clientTemplate]="clientDataAndTemplate"
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[clientId]="clientId"
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[readOnly]="isTabReadOnly(familyTabIdx)"
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[nomineeOnly]="familyTabNomineeOnly"
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></mifosx-client-family-members-step>
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</div>
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</mat-tab>
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}
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<!-- Tab: Application Summary & Submit -->
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<mat-tab>
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<ng-template mat-tab-label>
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<fa-icon icon="eye" class="tab-icon"></fa-icon>
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Application Summary
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</ng-template>
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<div class="tab-content">
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<mifosx-client-preview-step
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[clientTemplate]="clientDataAndTemplate"
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[client]="client"
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[kycData]="clientKycStep?.kycData"
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[addressData]="clientIndiaAddressStep?.addressData"
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[guardian]="clientGeneralStep?.selectedGuardian"
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[guardianRelation]="clientGeneralStep?.createClientForm?.get('guardianDetails.guardianRelation')?.value || ''"
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[entityClassificationData]="clientEntityKycStep?.classificationData"
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[familyMembers]="clientFamilyMembersStep?.clientFamilyMembers || []"
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[constitutionLabel]="constitutionLabel"
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[maritalStatusId]="clientGeneralStep?.createClientForm?.get('maritalStatusId')?.value"
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[maritalStatusOptions]="clientGeneralStep?.maritalStatusOptions || []"
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[educationLevelOptions]="clientGeneralStep?.educationLevelOptions || []"
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[degreeQualificationOptions]="clientGeneralStep?.degreeQualificationOptions || []"
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[religionOptions]="clientGeneralStep?.religionOptions || []"
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[socialCategoryOptions]="clientGeneralStep?.socialCategoryOptions || []"
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></mifosx-client-preview-step>
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</div>
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</mat-tab>
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</mat-tab-group>
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<!-- Bottom Action Bar -->
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<div class="action-bar">
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@if (selectedTabIndex < totalTabs - 1) {
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<button mat-raised-button [routerLink]="['../']" class="cancel-btn">
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{{ 'labels.buttons.Cancel' | translate }}
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</button>
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}
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<div class="action-bar-right">
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@if (selectedTabIndex > 0) {
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<button mat-raised-button (click)="selectedTabIndex = selectedTabIndex - 1">
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<fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
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{{ 'labels.buttons.Previous' | translate }}
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</button>
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}
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@if (selectedTabIndex < totalTabs - 1) {
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<button mat-raised-button color="primary" (click)="onNext()" [disabled]="savingClient || !currentStepValid">
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@if (savingClient) {
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<mat-progress-spinner diameter="18" mode="indeterminate" class="m-r-10"></mat-progress-spinner>
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Saving...
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} @else if (isCurrentTabEdited()) {
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<fa-icon icon="save" class="m-r-10"></fa-icon>
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Save & Next
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<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
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} @else {
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{{ 'labels.buttons.Next' | translate }}
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<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
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}
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</button>
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}
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@if (selectedTabIndex === totalTabs - 1) {
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<button mat-raised-button color="primary" [routerLink]="['../']">
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<fa-icon icon="check" class="m-r-10"></fa-icon>
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Finish
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</button>
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}
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</div>
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</div>
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</div>
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