Files
cbsnexora/src/app/clients/edit-client/edit-client.component.html
T
Aditya 3b752dc6ae feat: MFA/2FA, OTP audit logs, KYC + client/user enhancements
- Access Control module: SMS/Email/TOTP/Hardware-token MFA factor management
- OTP Audit Logs module under Admin menu (list + detail) with 401/403 handling
- Two-factor authentication login flow updates
- Client KYC, India address, family-members, ckyc, nominee enhancements
- New shared KYC helpers (kyc-proof-types, kyc-upload-helper.service)
- User create/edit/view enhancements
- Shell navigation: OTP Audit Logs entry under real Admin menu
2026-05-10 13:24:48 +05:30

238 lines
9.2 KiB
HTML

<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="create-client-container">
<div class="client-header">
<fa-icon icon="user" class="header-icon"></fa-icon>
<h2>{{ 'labels.heading.Edit Client' | translate }}</h2>
</div>
<mat-tab-group
class="client-tabs"
animationDuration="200ms"
[preserveContent]="true"
[(selectedIndex)]="selectedTabIndex"
>
<!-- Tab 1: General Details -->
<mat-tab>
<ng-template mat-tab-label>
<fa-icon icon="user" class="tab-icon"></fa-icon>
{{ 'labels.inputs.GENERAL' | translate }}
</ng-template>
<div class="tab-content" [class.tab-content--readonly]="isTabReadOnly(0)">
<div class="tab-mode-bar">
@if (isTabReadOnly(0)) {
<button mat-flat-button class="tab-mode-btn tab-mode-btn--edit" (click)="enableTabEdit(0)">
<mat-icon>edit</mat-icon> Edit
</button>
} @else {
<button mat-stroked-button class="tab-mode-btn tab-mode-btn--cancel" (click)="cancelTabEdit(0)">
<mat-icon>close</mat-icon> Cancel
</button>
}
</div>
<mifosx-client-general-step
[clientTemplate]="clientDataAndTemplate"
[clientData]="clientDataAndTemplate"
[readOnly]="isTabReadOnly(0)"
(legalFormChangeEvent)="legalFormChange($event)"
></mifosx-client-general-step>
</div>
</mat-tab>
<!-- Tab 2: KYC & Documents -->
<mat-tab>
<ng-template mat-tab-label>
<fa-icon icon="id-card" class="tab-icon"></fa-icon>
KYC &amp; Documents
</ng-template>
<div class="tab-content" [class.tab-content--readonly]="isTabReadOnly(1)">
<div class="tab-mode-bar">
@if (isTabReadOnly(1)) {
<button mat-flat-button class="tab-mode-btn tab-mode-btn--edit" (click)="enableTabEdit(1)">
<mat-icon>edit</mat-icon> Edit
</button>
} @else {
<button mat-stroked-button class="tab-mode-btn tab-mode-btn--cancel" (click)="cancelTabEdit(1)">
<mat-icon>close</mat-icon> Cancel
</button>
}
</div>
@if (dobChanged) {
<div class="rekyc-alert">
<mat-icon class="rekyc-alert__icon">warning</mat-icon>
<div class="rekyc-alert__text">
<strong>Re-KYC Required:</strong> Client name or date of birth was changed. Please re-verify PAN and
update the remarks below before proceeding.
</div>
</div>
}
<div class="tab-section">
<mifosx-client-kyc-step
#clientKyc
[isNonIndividual]="legalFormType === 2"
[clientId]="clientId"
[readOnly]="isTabReadOnly(1)"
></mifosx-client-kyc-step>
</div>
</div>
</mat-tab>
<!-- Tab 3: Entity MSME & KYC (Non-Individual only) -->
@if (legalFormType === 2) {
<mat-tab>
<ng-template mat-tab-label>
<fa-icon icon="building" class="tab-icon"></fa-icon>
Scheme &amp; Sector Classification
</ng-template>
<div class="tab-content" [class.tab-content--readonly]="isTabReadOnly(2)">
<div class="tab-mode-bar">
@if (isTabReadOnly(2)) {
<button mat-flat-button class="tab-mode-btn tab-mode-btn--edit" (click)="enableTabEdit(2)">
<mat-icon>edit</mat-icon> Edit
</button>
} @else {
<button mat-stroked-button class="tab-mode-btn tab-mode-btn--cancel" (click)="cancelTabEdit(2)">
<mat-icon>close</mat-icon> Cancel
</button>
}
</div>
<mifosx-client-entity-kyc-step
#clientEntityKyc
[constitutionType]="getConstitutionType()"
[readOnly]="isTabReadOnly(2)"
></mifosx-client-entity-kyc-step>
</div>
</mat-tab>
}
<!-- Tab: Address -->
<mat-tab>
<ng-template mat-tab-label>
<fa-icon icon="map" class="tab-icon"></fa-icon>
ADDRESS
</ng-template>
@let addressTabIdx = legalFormType === 2 ? 3 : 2;
<div class="tab-content" [class.tab-content--readonly]="isTabReadOnly(addressTabIdx)">
<div class="tab-mode-bar">
@if (isTabReadOnly(addressTabIdx)) {
<button mat-flat-button class="tab-mode-btn tab-mode-btn--edit" (click)="enableTabEdit(addressTabIdx)">
<mat-icon>edit</mat-icon> Edit
</button>
} @else {
<button mat-stroked-button class="tab-mode-btn tab-mode-btn--cancel" (click)="cancelTabEdit(addressTabIdx)">
<mat-icon>close</mat-icon> Cancel
</button>
}
</div>
<mifosx-client-india-address-step
#clientIndiaAddress
[clientId]="clientId"
[readOnly]="isTabReadOnly(addressTabIdx)"
></mifosx-client-india-address-step>
</div>
</mat-tab>
<!-- Tab: Family Members / Nominees -->
<mat-tab>
<ng-template mat-tab-label>
<fa-icon icon="users" class="tab-icon"></fa-icon>
FAMILY
</ng-template>
@let familyTabIdx = legalFormType === 2 ? 4 : 3;
<div class="tab-content" [class.tab-content--readonly]="isTabReadOnly(familyTabIdx)">
<div class="tab-mode-bar">
@if (isTabReadOnly(familyTabIdx)) {
<button mat-flat-button class="tab-mode-btn tab-mode-btn--edit" (click)="enableTabEdit(familyTabIdx)">
<mat-icon>edit</mat-icon> Edit
</button>
} @else {
<button mat-stroked-button class="tab-mode-btn tab-mode-btn--cancel" (click)="cancelTabEdit(familyTabIdx)">
<mat-icon>close</mat-icon> Cancel
</button>
}
</div>
<mifosx-client-family-members-step
#clientFamilyMembers
[clientTemplate]="clientDataAndTemplate"
[clientId]="clientId"
[readOnly]="isTabReadOnly(familyTabIdx)"
></mifosx-client-family-members-step>
</div>
</mat-tab>
<!-- Tab: Application Summary & Submit -->
<mat-tab>
<ng-template mat-tab-label>
<fa-icon icon="eye" class="tab-icon"></fa-icon>
Application Summary
</ng-template>
<div class="tab-content">
<mifosx-client-preview-step
[clientTemplate]="clientDataAndTemplate"
[client]="client"
[kycData]="clientKycStep?.kycData"
[addressData]="clientIndiaAddressStep?.addressData"
[guardian]="clientGeneralStep?.selectedGuardian"
[guardianRelation]="clientGeneralStep?.createClientForm?.get('guardianDetails.guardianRelation')?.value || ''"
[entityClassificationData]="clientEntityKycStep?.classificationData"
[familyMembers]="clientFamilyMembersStep?.clientFamilyMembers || []"
[maritalStatusId]="clientGeneralStep?.createClientForm?.get('maritalStatusId')?.value"
[maritalStatusOptions]="clientGeneralStep?.maritalStatusOptions || []"
[educationLevelOptions]="clientGeneralStep?.educationLevelOptions || []"
[degreeQualificationOptions]="clientGeneralStep?.degreeQualificationOptions || []"
[religionOptions]="clientGeneralStep?.religionOptions || []"
[socialCategoryOptions]="clientGeneralStep?.socialCategoryOptions || []"
(submitEvent)="submit()"
></mifosx-client-preview-step>
</div>
</mat-tab>
</mat-tab-group>
<!-- Bottom Action Bar -->
<div class="action-bar">
<button mat-raised-button [routerLink]="['../']" class="cancel-btn">
{{ 'labels.buttons.Cancel' | translate }}
</button>
<div class="action-bar-right">
@if (selectedTabIndex > 0) {
<button mat-raised-button (click)="selectedTabIndex = selectedTabIndex - 1">
<fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
{{ 'labels.buttons.Previous' | translate }}
</button>
}
@if (selectedTabIndex < totalTabs - 1) {
<button mat-raised-button color="primary" (click)="onNext()" [disabled]="savingClient">
@if (savingClient) {
<mat-progress-spinner diameter="18" mode="indeterminate" class="m-r-10"></mat-progress-spinner>
Saving...
} @else if (isCurrentTabEdited()) {
<fa-icon icon="save" class="m-r-10"></fa-icon>
Save &amp; Next
<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
} @else {
{{ 'labels.buttons.Next' | translate }}
<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
}
</button>
}
@if (selectedTabIndex === totalTabs - 1 && areFormvalids()) {
<button mat-raised-button color="primary" (click)="submit()" [disabled]="savingClient">
@if (savingClient) {
<mat-progress-spinner diameter="18" mode="indeterminate" class="m-r-10"></mat-progress-spinner>
Saving...
} @else {
<fa-icon icon="check" class="m-r-10"></fa-icon>
{{ 'labels.buttons.Submit' | translate }}
}
</button>
}
</div>
</div>
</div>