6 Commits

Include renames

Author	SHA1	Message	Date
Anshul Rathore	1d1e76497c	Update client KYC and address handling	2026-08-14 12:42:29 +05:30
nitesh	5dc284bd1c	fix(clients): address-proof date fields use calendar picker, Pension Payment Order gets one too ... Both the address-proof upload dialog and the permanent-address step used a native `type="date"` input for the issue/statement date, so no calendar popup was available. Switched both to Angular Material's datepicker, kept the client-india-address-step round-trip (payload -> saved description -> re-parsed on edit) working with the Dates util now that the control holds a Date object instead of a raw string. Pension Payment Orders was also the only "Financial & Other" address-proof type missing requiresDate, so selecting it never showed a date field at all — added the flag and moved Monthly/Yearly Turnover under the "Other Income" heading alongside Agriculture/Non-Agriculture Income.	2026-07-30 10:30:00 +05:30
AdityaandClaude Opus 4.7	83ea57ccf0	Client-stepper: pre-fill existing KYC/address proofs in edit, fix identifier saves ... Edit-mode now shows the previously selected KYC document type + uploaded file thumbnail (loads from /clients/{id}/identifiers + /client_identifiers/{id}/documents). Same for address proof on the India address step. Closes the gap where editing a client showed an empty file picker even when proof had been uploaded on create. Identifier-save hardened across all three callsites (create-client, edit-client, identities-tab.createIdentifierWithDocs) - the KYC chip picker proofId is a CODE string ('AADHAAR'), but backend ClientIdentifierRequest.documentTypeId is Long, which Spring rejects with HttpMessageNotReadableException -> 400. resolveDocumentTypeId helper looks up the code against /kyc/proof-types?type=id and substitutes the numeric CodeValue id before posting. Skips silently for constitution-specific non-individual docs that have no CodeValue mapping. KYC payload normalises panNumber / enterprisePan / gstinNumber / cinNumber via toUpperCase + whitespace strip so user-typed lowercase or trailing spaces don't trip the backend regex (validation.msg.CLIENTKYC.panNumber.does.not.match.regexp). State name match in client-address save now normalises both sides (lowercase, collapse underscores + spaces) so legacy MADHYA_PRADESH resolves to 'Madhya Pradesh' returned by api.postalpincode.in. Backed by tenant migration 0297. Identities-tab resolver flattened - was returning identifiers before the per-row forkJoin(getClientIdentificationDocuments) completed, so the view rendered empty documents arrays. Now uses switchMap + forkJoin so the resolver awaits completion. Also bundles concurrent work-in-progress on letter-mgmt, organization, users, bank-calendar, shell, nominee/notes/identifier dialogs, and theming. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-20 12:40:58 +05:30
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
Nitesh YadavandClaude Sonnet 4.6	d367e76104	merging code ... Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-04-20 14:26:25 +05:30
AdityaandClaude Opus 4.6	b890d24bb7	feat: non-individual entity UI improvements — hide individual-only sections, fix legal form display, send extended fields to API ... - Hide Family Members tab/section for non-individual entities in client view, create flow, and preview - Hide Financial & Classification section for non-individual entities in personal data and preview - Fix legal form column in clients list — fetch legalForm from client API for correct display - Add person/business icon before client name in list rows - Remove unsupportedNpd filter — send authorizedSignatory, additionalInfo, dateOfRegistration to API - Add registration number format hint (mat-hint) based on constitution type - Add spacing between verification row and constitution type dropdowns - Reduce table cell padding and prevent action buttons from being clipped - Add missing MPL-2.0 license headers Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-04 15:10:51 +05:30