nitesh
4281a596af
Systematic file-by-file audit of demo-backup against dev to find any remaining instances of the same silent-drop pattern from the earlier merge (git's 3-way auto-resolve keeping demo-backup's side wherever it had independently touched nearby lines, even when dev's side was a genuine, unrelated addition). Restored: - clients.module.ts: missing ClientFamilyMemberChildDialogComponent registration (component existed but was never wired in) - client-family-member-dialog: full children-management flow (checkbox, form array, child dialog integration, view/edit summary blocks) - edit-client: FIR-exception flow for inaccessible old mobile numbers, and a hardened detectSensitiveFieldChanges() (null-guard, phone-digit normalization, dirty-checked comparisons to avoid false-positive Verify-Contact-Change prompts) - shell.component.ts: withdrawal-review URL matcher extended to cover the Share Withdrawal Request review route - fiu.component.html: AML alert status filter and monthly CTR reports table UI (backing logic already existed unused in the .ts) - Shares module: Passbook tab (component existed but had no route or tab link), running-balance/resolution columns on the transactions tab, subscript-sizing fixes and a pill-style filter-bar redesign on Share Holders - Savings/Share product accounting steps: Payment-Channel-to-Fund- Source mapping section, and Share Reference account restructuring - pending-client-edits: email status badges + "View Email" button (dialog component existed but nothing on this list triggered it) Everything else that still differs from dev was individually verified as either demo-backup's own independent work (Investment/Loan Origination/NPA/RBI-OSS modules, the Approval Center tab-nav redesign, AML/compliance review features, bank-name rebrand in demo seed data) or purely cosmetic formatting differences — left untouched.
696 lines
22 KiB
TypeScript
696 lines
22 KiB
TypeScript
/**
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* Copyright since 2025 Mifos Initiative
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*
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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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import { Component, OnInit, inject } from '@angular/core';
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import { DomSanitizer, SafeUrl } from '@angular/platform-browser';
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import {
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MatDialog,
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MatDialogRef,
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MAT_DIALOG_DATA,
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MatDialogTitle,
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MatDialogActions,
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MatDialogClose,
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MatDialogContent
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} from '@angular/material/dialog';
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import { UntypedFormGroup, UntypedFormBuilder, UntypedFormArray, Validators } from '@angular/forms';
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import { SettingsService } from 'app/settings/settings.service';
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import { Dates } from 'app/core/utils/dates';
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import { ClientsService } from 'app/clients/clients.service';
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import { MatCheckbox } from '@angular/material/checkbox';
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import { MatIcon } from '@angular/material/icon';
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import { MatProgressSpinner } from '@angular/material/progress-spinner';
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import { MatTooltip } from '@angular/material/tooltip';
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import { FaIconComponent } from '@fortawesome/angular-fontawesome';
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import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
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import { DateFormatPipe } from '../../../../pipes/date-format.pipe';
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@Component({
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selector: 'mifosx-client-family-member-dialog',
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templateUrl: './client-family-member-dialog.component.html',
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styleUrls: ['./client-family-member-dialog.component.scss'],
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imports: [
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...STANDALONE_SHARED_IMPORTS,
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MatDialogTitle,
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MatDialogContent,
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MatCheckbox,
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MatDialogActions,
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MatDialogClose,
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MatIcon,
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MatProgressSpinner,
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MatTooltip,
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FaIconComponent,
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DateFormatPipe
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]
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})
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export class ClientFamilyMemberDialogComponent implements OnInit {
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dialogRef = inject<MatDialogRef<ClientFamilyMemberDialogComponent>>(MatDialogRef);
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private formBuilder = inject(UntypedFormBuilder);
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private dateUtils = inject(Dates);
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data = inject(MAT_DIALOG_DATA);
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private settingsService = inject(SettingsService);
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private clientsService = inject(ClientsService);
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private sanitizer = inject(DomSanitizer);
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private dialog = inject(MatDialog);
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maxDate = new Date();
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hasChildrenChecked = false;
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familyMemberForm: UntypedFormGroup;
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/** Client search */
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searchText = '';
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searchResults: any[] = [];
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searching = false;
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selectedClient: any = null;
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private searchTimer: any = null;
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/** Mode: 'manual' or 'linked' */
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entryMode: 'manual' | 'linked' = 'manual';
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/** Marriage authority options */
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marriageAuthorityOptions = [
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{ value: 'SUB_REGISTRAR_OFFICE', label: 'Sub-Registrar Office' },
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{ value: 'MARRIAGE_REGISTRAR', label: 'Registrar of Marriages' },
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{ value: 'COURT_MARRIAGE_OFFICER', label: 'Court Marriage Officer' },
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{ value: 'MUNICIPAL_AUTHORITY', label: 'Municipal Corporation / Nagar Palika' },
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{ value: 'EMBASSY_CONSULATE', label: 'Indian Embassy / Consulate' },
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{ value: 'DEFENCE_AUTHORITY', label: 'Defence Authority' }
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];
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/** Whether selected relationship is Spouse */
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get isSpouse(): boolean {
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const relId = this.familyMemberForm?.get('relationshipId')?.value;
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if (!relId || !this.data?.options?.relationshipIdOptions) return false;
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const rel = this.data.options.relationshipIdOptions.find((r: any) => r.id === relId);
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return rel?.name?.toUpperCase() === 'SPOUSE';
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}
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/**
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* Relationships that may appear at most once per client. Names compared
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* case-insensitively against the option list returned by the backend.
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*/
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private static readonly UNIQUE_RELATIONSHIPS = new Set([
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'FATHER',
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'MOTHER',
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'SPOUSE'
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]);
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/**
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* Set of relationshipId values that are already taken by another family
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* member and should therefore be disabled in the dropdown. The member
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* currently being edited is excluded so its existing relationship stays
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* selectable. Empty set in Add mode when no unique relations exist yet.
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*/
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get disabledRelationshipIds(): Set<number> {
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const disabled = new Set<number>();
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const existing = this.data?.existingMembers || [];
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const options = this.data?.options?.relationshipIdOptions || [];
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if (!existing.length || !options.length) return disabled;
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const editingId = this.data?.context === 'Edit' ? this.data?.member?.id : undefined;
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for (const m of existing) {
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// Skip the member being edited so it can keep its current selection.
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if (editingId && m.id === editingId) continue;
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const relId = typeof m.relationshipId === 'object' ? m.relationshipId?.id : m.relationshipId;
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if (relId == null) continue;
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const rel = options.find((r: any) => r.id === relId);
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const name = (rel?.name || '').toUpperCase();
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if (ClientFamilyMemberDialogComponent.UNIQUE_RELATIONSHIPS.has(name)) {
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disabled.add(relId);
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}
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}
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return disabled;
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}
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/** Whether dialog is in View-only mode */
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get isViewMode(): boolean {
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return this.data.context === 'View';
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}
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/** Get relationship name from ID */
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get relationshipName(): string {
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const relId = this.familyMemberForm?.get('relationshipId')?.value;
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if (!relId || !this.data?.options?.relationshipIdOptions) return '—';
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const rel = this.data.options.relationshipIdOptions.find((r: any) => r.id === relId);
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return rel?.name || '—';
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}
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/** Open image in zoom overlay */
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zoomImage(imageSrc: any, title: string): void {
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this.dialog.open(ImageZoomDialogComponent, {
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data: { imageSrc, title },
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panelClass: 'image-zoom-panel',
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maxWidth: '90vw',
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maxHeight: '90vh'
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});
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}
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/** Get marriage authority display label */
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getMarriageAuthorityLabel(value: string): string {
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return this.marriageAuthorityOptions.find((a) => a.value === value)?.label || value || '—';
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}
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/** Marriage certificate file */
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marriageCertFile: File | null = null;
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marriageCertFileName: string = '';
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/** Linked client fetched data */
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fetchingLinkedData = false;
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linkedProfileImage: SafeUrl | null = null;
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linkedSignatureImage: SafeUrl | null = null;
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/** KYC verification status for linked client */
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linkedKycStatus: {
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panVerified?: boolean;
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aadhaarVerified?: boolean;
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panHolderName?: string;
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aadhaarHolderName?: string;
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riskCategory?: number;
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} | null = null;
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ngOnInit() {
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this.maxDate = this.settingsService.businessDate;
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this.createFamilyMemberForm();
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if (this.data.context === 'Edit' || this.data.context === 'View') {
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const m = this.data.member;
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this.familyMemberForm.patchValue({
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firstName: m.firstName,
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relationshipId: m.relationshipId,
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dateOfBirth: m.dateOfBirth && new Date(m.dateOfBirth),
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isDependent: m.isDependent,
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remarks: m.remarks || '',
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aadhaarNumber: m.aadhaarNumber || '',
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panNumber: m.panNumber || '',
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nationality: m.nationality || 'INDIAN',
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isAlive: m.isAlive !== false,
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marriageDate: m.marriageDate && new Date(m.marriageDate),
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marriageAuthority: m.marriageAuthority || '',
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linkedClientId: m.linkedClientId || ''
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});
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if (m.linkedClientId) {
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this.entryMode = 'linked';
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this.selectedClient = {
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id: m.linkedClientId,
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displayName: m.linkedClientName || m.firstName || `Client #${m.linkedClientId}`
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};
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// Re-fetch linked client details (profile, signature, KYC status)
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this.fetchLinkedClientData(m.linkedClientId.toString());
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}
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if (m.children && m.children.length > 0) {
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this.hasChildrenChecked = true;
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this.familyMemberForm.patchValue({ hasChildren: true });
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m.children.forEach((child: any) => {
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this.children.push(
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this.formBuilder.group({
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id: [child.id],
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fullName: [
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child.fullName,
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Validators.required
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],
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genderId: [
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child.genderId,
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Validators.required
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],
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dateOfBirth: [child.dateOfBirth ? new Date(child.dateOfBirth) : ''],
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nationality: [child.nationality || 'INDIAN'],
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aadhaarNumber: [child.aadhaarNumber || ''],
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panNumber: [
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child.panNumber || '',
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Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)
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]
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})
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);
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});
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}
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if (this.isViewMode) {
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this.familyMemberForm.disable();
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}
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}
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}
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createFamilyMemberForm() {
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this.familyMemberForm = this.formBuilder.group({
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firstName: [
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'',
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Validators.required
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],
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relationshipId: [
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'',
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Validators.required
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],
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dateOfBirth: [''],
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isDependent: [false],
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remarks: [''],
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aadhaarNumber: [''],
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panNumber: [
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'',
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Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)
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],
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nationality: ['INDIAN'],
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isAlive: [true],
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marriageDate: [''],
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marriageAuthority: [''],
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linkedClientId: [''],
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hasChildren: [false],
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children: this.formBuilder.array([])
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});
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this.familyMemberForm.get('hasChildren')?.valueChanges.subscribe((value) => {
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if (value && !this.hasChildrenChecked) {
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this.openChildrenDialog();
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} else if (!value) {
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this.hasChildrenChecked = false;
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this.children.clear();
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}
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});
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}
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get children(): UntypedFormArray {
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return this.familyMemberForm.get('children') as UntypedFormArray;
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}
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async openChildrenDialog() {
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// Dynamically import the dialog to avoid a circular dependency between the two dialogs.
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const { ClientFamilyMemberChildDialogComponent } =
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await import('../client-family-member-child-dialog/client-family-member-child-dialog.component');
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const dialogRef = this.dialog.open(ClientFamilyMemberChildDialogComponent, {
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data: {
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children: this.children.value,
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genderIdOptions: this.data.options.genderIdOptions
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},
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width: '500px'
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});
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dialogRef.afterClosed().subscribe((result: any[]) => {
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if (result) {
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this.children.clear();
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result.forEach((child) => {
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this.children.push(
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this.formBuilder.group({
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id: [child.id],
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fullName: [
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child.fullName,
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Validators.required
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],
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genderId: [
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child.genderId,
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Validators.required
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],
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dateOfBirth: [child.dateOfBirth],
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nationality: [child.nationality || 'INDIAN'],
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aadhaarNumber: [child.aadhaarNumber || ''],
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panNumber: [
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child.panNumber || '',
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Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)
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]
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})
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);
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});
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this.hasChildrenChecked = true;
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this.familyMemberForm.patchValue({ hasChildren: true }, { emitEvent: false });
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} else if (this.children.length === 0) {
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this.hasChildrenChecked = false;
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this.familyMemberForm.patchValue({ hasChildren: false }, { emitEvent: false });
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}
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});
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}
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createChildFormGroup(): UntypedFormGroup {
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return this.formBuilder.group({
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id: [''],
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fullName: [
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'',
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Validators.required
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],
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genderId: [
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'',
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Validators.required
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],
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dateOfBirth: [''],
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nationality: ['INDIAN'],
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aadhaarNumber: [''],
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panNumber: [
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'',
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Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)
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]
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});
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}
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addChild(): void {
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this.children.push(this.createChildFormGroup());
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}
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removeChild(index: number): void {
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this.children.removeAt(index);
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if (this.children.length === 0) {
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this.familyMemberForm.patchValue({ hasChildren: false });
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}
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}
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/** Handle marriage certificate file selection */
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onMarriageCertSelected(event: Event): void {
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const input = event.target as HTMLInputElement;
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if (input.files?.length) {
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this.marriageCertFile = input.files[0];
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this.marriageCertFileName = this.marriageCertFile.name;
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}
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input.value = '';
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}
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removeMarriageCert(): void {
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this.marriageCertFile = null;
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this.marriageCertFileName = '';
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}
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/** Search existing clients */
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onSearch(text: string): void {
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this.searchText = text;
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this.linkedSelectError = '';
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clearTimeout(this.searchTimer);
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if (!text || text.length < 2) {
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this.searchResults = [];
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return;
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}
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this.searching = true;
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this.searchTimer = setTimeout(() => {
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// Family-member link picker: only Individual clients can be linked as a relative —
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// non-individuals (companies / trusts) have no person-to-person relationship to model here.
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this.clientsService.searchByText(text, 0, 8, '', '', true, 'INDIVIDUAL').subscribe({
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next: (data: any) => {
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// Filter the host client out of results so they can't even appear as
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// a candidate. The dialog also blocks selection defensively in case
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// the host slips through (e.g. via a paged search).
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this.searchResults = (data?.content || []).filter((c: any) => !this.isSelfClient(c?.id));
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this.searching = false;
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this.clientsService.enrichSearchResults(this.searchResults);
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},
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error: () => {
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this.searchResults = [];
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this.searching = false;
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}
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});
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}, 400);
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}
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/**
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* Inline error shown above the linked-client search box. Currently used
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* to surface "this client is already linked" when the user tries to
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* select a duplicate.
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*/
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linkedSelectError = '';
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/**
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* Self-check: prevent a client from being added as their own family member.
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* The host client's id is passed in via dialog data — comparing as strings
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* because the search API uses numbers but route params are strings.
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*/
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isSelfClient(clientId: number | string): boolean {
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const host = this.data?.hostClientId;
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if (host == null || clientId == null) return false;
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return String(host) === String(clientId);
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}
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/**
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* True if the given client id is already linked as a family member of
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* this client. The member currently being edited is excluded so its own
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* linked client stays selectable.
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*/
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isClientAlreadyLinked(clientId: number | string): boolean {
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if (clientId == null) return false;
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const existing = this.data?.existingMembers || [];
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if (!existing.length) return false;
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const editingId = this.data?.context === 'Edit' ? this.data?.member?.id : undefined;
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const target = String(clientId);
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return existing.some((m: any) => {
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if (editingId && m.id === editingId) return false;
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const linked = m.linkedClientId ?? m._linkedClient?.id;
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return linked != null && String(linked) === target;
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});
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}
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/** Select a client from search results and fetch full details */
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selectClient(client: any): void {
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if (this.isSelfClient(client?.id)) {
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this.linkedSelectError = `You can't add this client to their own family. Please pick a different person.`;
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return;
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}
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if (this.isClientAlreadyLinked(client?.id)) {
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this.linkedSelectError = `${client?.displayName || 'This client'} is already linked as a family member.`;
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return;
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}
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this.linkedSelectError = '';
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this.selectedClient = client;
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this.searchResults = [];
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this.searchText = '';
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this.familyMemberForm.patchValue({
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firstName: client.displayName,
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linkedClientId: client.id
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});
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this.fetchLinkedClientData(client.id);
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}
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/** Fetch DOB, KYC, profile image & signature for linked client */
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private fetchLinkedClientData(clientId: string): void {
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this.fetchingLinkedData = true;
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this.linkedProfileImage = null;
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this.linkedSignatureImage = null;
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this.linkedKycStatus = null;
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// Fetch client details (DOB, gender etc.)
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this.clientsService.getClientData(clientId).subscribe({
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next: (data: any) => {
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if (data.dateOfBirth) {
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this.familyMemberForm.patchValue({ dateOfBirth: new Date(data.dateOfBirth) });
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}
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// Make fetched fields read-only
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this.setLinkedFieldsReadonly(true);
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this.fetchingLinkedData = false;
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},
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error: () => {
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this.fetchingLinkedData = false;
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}
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});
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// Fetch KYC (PAN, Aadhaar, verification status)
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this.clientsService.getClientKyc(clientId).subscribe({
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next: (kyc: any) => {
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if (kyc) {
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const patch: any = {};
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if (kyc.panNumber) {
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patch.panNumber = kyc.panNumber;
|
|
}
|
|
if (kyc.aadhaarNumberMasked) {
|
|
patch.aadhaarNumber = kyc.aadhaarNumberMasked;
|
|
}
|
|
this.familyMemberForm.patchValue(patch);
|
|
this.linkedKycStatus = {
|
|
panVerified: kyc.panVerified || false,
|
|
aadhaarVerified: kyc.aadhaarVerified || false,
|
|
panHolderName: kyc.panFullName || kyc.panHolderName || '',
|
|
aadhaarHolderName: kyc.aadhaarHolderName || '',
|
|
riskCategory: kyc.riskCategory || null
|
|
};
|
|
}
|
|
},
|
|
error: () => {}
|
|
});
|
|
|
|
// Fetch profile image
|
|
this.clientsService.getClientProfileImage(clientId).subscribe({
|
|
next: (imageData: any) => {
|
|
if (imageData) {
|
|
this.linkedProfileImage = this.sanitizer.bypassSecurityTrustResourceUrl(imageData);
|
|
}
|
|
},
|
|
error: () => {}
|
|
});
|
|
|
|
// Fetch signature image
|
|
this.clientsService.getClientDocuments(clientId).subscribe({
|
|
next: (docs: any[]) => {
|
|
const sigDoc = docs?.find(
|
|
(d: any) => d.name?.toLowerCase().includes('signature') || d.description?.toLowerCase().includes('signature')
|
|
);
|
|
if (sigDoc) {
|
|
this.clientsService.getClientSignatureImage(clientId, sigDoc.id.toString()).subscribe({
|
|
next: (blob: Blob) => {
|
|
this.linkedSignatureImage = this.sanitizer.bypassSecurityTrustUrl(URL.createObjectURL(blob));
|
|
},
|
|
error: () => {}
|
|
});
|
|
}
|
|
},
|
|
error: () => {}
|
|
});
|
|
}
|
|
|
|
/** Disable/enable fields that are auto-populated from linked client */
|
|
private setLinkedFieldsReadonly(readonly: boolean): void {
|
|
const fields = [
|
|
'firstName',
|
|
'dateOfBirth',
|
|
'aadhaarNumber',
|
|
'panNumber'
|
|
];
|
|
fields.forEach((f) => {
|
|
const ctrl = this.familyMemberForm.get(f);
|
|
if (ctrl) {
|
|
readonly ? ctrl.disable() : ctrl.enable();
|
|
}
|
|
});
|
|
}
|
|
|
|
/** Remove linked client */
|
|
removeLinkedClient(): void {
|
|
this.selectedClient = null;
|
|
this.linkedProfileImage = null;
|
|
this.linkedSignatureImage = null;
|
|
this.linkedKycStatus = null;
|
|
this.setLinkedFieldsReadonly(false);
|
|
this.familyMemberForm.patchValue({
|
|
firstName: '',
|
|
linkedClientId: '',
|
|
dateOfBirth: '',
|
|
aadhaarNumber: '',
|
|
panNumber: ''
|
|
});
|
|
}
|
|
|
|
/** Switch entry mode */
|
|
setMode(mode: 'manual' | 'linked'): void {
|
|
this.entryMode = mode;
|
|
if (mode === 'manual') {
|
|
this.removeLinkedClient();
|
|
}
|
|
}
|
|
|
|
get familyMember() {
|
|
const formValue = { ...this.familyMemberForm.getRawValue() };
|
|
const locale = this.settingsService.language.code;
|
|
const dateFormat = this.settingsService.dateFormat;
|
|
|
|
if (formValue.dateOfBirth instanceof Date) {
|
|
formValue.dateOfBirth = this.dateUtils.formatDate(formValue.dateOfBirth, dateFormat);
|
|
} else if (!formValue.dateOfBirth) {
|
|
delete formValue.dateOfBirth;
|
|
}
|
|
|
|
if (formValue.marriageDate instanceof Date) {
|
|
formValue.marriageDate = this.dateUtils.formatDate(formValue.marriageDate, dateFormat);
|
|
} else if (!formValue.marriageDate) {
|
|
delete formValue.marriageDate;
|
|
}
|
|
|
|
if (formValue.panNumber) {
|
|
formValue.panNumber = formValue.panNumber.toUpperCase();
|
|
}
|
|
|
|
const member = { ...formValue, dateFormat, locale };
|
|
|
|
// Clean empty fields
|
|
for (const key in member) {
|
|
if (member[key] === '' || member[key] === undefined || member[key] === null) {
|
|
delete member[key];
|
|
}
|
|
}
|
|
|
|
// Preserve selectedClient info for display
|
|
if (this.selectedClient) {
|
|
member._linkedClient = this.selectedClient;
|
|
}
|
|
|
|
// Format children dates
|
|
if (this.isSpouse && member.children && member.children.length > 0) {
|
|
member.children = member.children.map((child: any) => {
|
|
const c = { ...child };
|
|
if (c.dateOfBirth instanceof Date) {
|
|
c.dateOfBirth = this.dateUtils.formatDate(c.dateOfBirth, dateFormat);
|
|
} else if (!c.dateOfBirth) {
|
|
delete c.dateOfBirth;
|
|
}
|
|
if (c.panNumber) {
|
|
c.panNumber = c.panNumber.toUpperCase();
|
|
}
|
|
return c;
|
|
});
|
|
} else {
|
|
delete member.children;
|
|
}
|
|
delete member.hasChildren;
|
|
|
|
// Attach marriage certificate file if present
|
|
if (this.marriageCertFile) {
|
|
member._marriageCertFile = this.marriageCertFile;
|
|
}
|
|
|
|
return member;
|
|
}
|
|
}
|
|
|
|
/**
|
|
* Lightweight image zoom dialog
|
|
*/
|
|
@Component({
|
|
selector: 'mifosx-image-zoom-dialog',
|
|
template: `
|
|
<div class="img-zoom-dialog" (click)="close()">
|
|
<div class="img-zoom-header">
|
|
<span>{{ data.title }}</span>
|
|
<button mat-icon-button (click)="close()"><mat-icon>close</mat-icon></button>
|
|
</div>
|
|
<div class="img-zoom-body" (click)="$event.stopPropagation()">
|
|
<img [src]="data.imageSrc" [alt]="data.title" />
|
|
</div>
|
|
</div>
|
|
`,
|
|
styles: [
|
|
`
|
|
.img-zoom-dialog {
|
|
display: flex;
|
|
flex-direction: column;
|
|
}
|
|
.img-zoom-header {
|
|
display: flex;
|
|
align-items: center;
|
|
justify-content: space-between;
|
|
padding: 10px 16px;
|
|
background: #f8fafc;
|
|
border-bottom: 1px solid #e2e8f0;
|
|
font-size: 14px;
|
|
font-weight: 600;
|
|
color: #1e293b;
|
|
}
|
|
.img-zoom-body {
|
|
display: flex;
|
|
align-items: center;
|
|
justify-content: center;
|
|
padding: 20px;
|
|
background: #fff;
|
|
min-height: 200px;
|
|
}
|
|
.img-zoom-body img {
|
|
max-width: 100%;
|
|
max-height: 70vh;
|
|
object-fit: contain;
|
|
border-radius: 6px;
|
|
box-shadow: 0 2px 12px rgba(0, 0, 0, 0.1);
|
|
}
|
|
`
|
|
],
|
|
imports: [
|
|
MatIcon,
|
|
STANDALONE_SHARED_IMPORTS
|
|
]
|
|
})
|
|
export class ImageZoomDialogComponent {
|
|
dialogRef = inject<MatDialogRef<ImageZoomDialogComponent>>(MatDialogRef);
|
|
data = inject(MAT_DIALOG_DATA);
|
|
close() {
|
|
this.dialogRef.close();
|
|
}
|
|
}
|