Commit Graph
41 Commits
Author SHA1 Message Date
nitesh b953afe2da fix(clients): remove leftover unresolved git conflict markers on Last Name field
An unresolved git stash conflict had been committed as-is, leaving
literal <<<<<<< Updated upstream / ======= / >>>>>>> Stashed changes
markers inside the template. Angular rendered them as plain text right
in the create-client form. Kept the blur-triggered capitalizeControl()
version (matches First/Middle Name) and dropped the now-unused
formatName() left behind by the other side of the conflict.
2026-08-19 10:43:00 +05:30
Anshul Rathore 1d1e76497c Update client KYC and address handling
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2026-08-14 12:42:29 +05:30
keshav 352a65cb5d feat: implement DIP/MNRL lookups and enhance Sanctions screening workflows
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- Implement DIP/MNRL lookup logs table, filtering, and detail review under reports.
- Integrate DIP verification gating on client creation, allowing officers to record PROCEEDED/REJECTED decisions with reasons.
- Upgrade Sanctions verification dialog to support comparing Name, DOB, and Nationality particulars.
- Add Sanctions disposition recording (FALSE_POSITIVE / CONFIRMED_MATCH) awaiting Principal Officer approval.
- Add sanctions-alert-review-dialog for reviewers to assess and escalate/clear flagged names.
- Enforce strict screening reset logic on client name changes, preventing bypass of existing blocks.
- Update routes and shell menu navigation to include DIP/MNRL Lookups and Sanctions Logs.
2026-08-14 10:44:00 +05:30
keshav 5581d4180d feat(clients, alm): add CIN/MCA verification & authorized signatories tab; refactor ALM report print and export
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2026-08-13 15:05:16 +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
keshav f682cb17f6 CTR/STR report and Risk Category auto mark on bases of person occupation and anual salary enter 2026-07-29 10:21:02 +05:30
niteshandClaude Sonnet 5 79fedb66e5 fix(clients): minor-age threshold to 18, senior/PWD doc reload, in-app document preview dialog
- Raise isMinor threshold from age <10 to <18 (legal definition), cascading correctly to
  guardian requirement, KYC document filtering, and Education Level/Degree Qualification
  visibility (now shown for all ages, not hidden for minors).
- Load and display previously-uploaded Senior Citizen proof / PWD certificate documents on
  edit (view/replace/remove), instead of always showing an empty upload prompt.
- Fix seniorPwdDocsComplete to accept an existing certificate, not just a freshly-picked file.
- Add DocumentPreviewDialogComponent: a reusable in-app modal (image/PDF/download) used in
  place of window.open() for saved KYC/address/senior-citizen/PWD documents — avoids popup
  blockers (fired only after the async download resolved) and Chrome/Edge's failure to paint
  large base64 data: URLs on first open.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-28 15:49:53 +05:30
niteshandClaude Sonnet 5 cb4260b7a3 fix(clients): stale signature bug, monthly turnover/annual income fields, senior citizen/PWD classification
- Fix signature-document reads picking the oldest upload instead of the latest across 7 call
  sites (CKYC tab, view/delete-signature dialogs, edit-wizard preview, cashier transaction entry,
  signatory service, record-master) by sorting on document id instead of an unsorted find().
- Add Monthly Turnover and Annual Income fields alongside the renamed Yearly Turnover field.
- Add Senior Citizen (auto-detected from DOB) and Person with Disability classification, with a
  required disability-certificate upload gate before client creation can proceed.
- Add Graduate and Diploma as distinct Education Levels, with diploma-specific degree options.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-28 10:49:28 +05:30
niteshandClaude Sonnet 5 733d9d22b2 feat(clients): dual-OTP contact-change verification, webcam signature capture, and client history tab
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Frontend counterpart to the backend dual-OTP contact-change feature:

- New ContactOtpBlockComponent (6-box segmented OTP input) used up to 4x in
  Edit Client (old/new mobile, old/new email — grouped under per-field
  sub-headers) and once each for mobile/email in Create Client, gating
  Save/Save & Next until every required box is verified.
- edit-client.component.ts: detects mobile/email/DOB changes against the
  loaded snapshot using local-date comparison (not `.toISOString()`, which
  false-triggers a day-shift in positive-UTC-offset timezones) and
  trimmed/case-insensitive email comparison (autofill whitespace or re-typed
  casing no longer reads as a change the masked preview can't explain).
- client-kyc-step.component.ts: new `invalidFieldLabels` getter names every
  currently-invalid required KYC field, surfaced via the Save & Next tooltip
  in both create-client and edit-client so a greyed-out button always
  explains what's still missing instead of a generic message.
- CaptureImageDialogComponent generalized for both profile photo and
  signature (photograph-a-paper-signature) capture:
  - Frame aspect now matches the requested getUserMedia resolution
    (4:3 profile / 16:9 signature) with object-fit: cover, eliminating the
    pillarboxing (black bars) a mismatched box previously caused.
  - Suppresses Chromium's auto-injected PiP/cast corner overlay icons.
  - Frame height capped in vh (not just px) so the dialog fits short
    viewports instead of pushing Cancel/Upload below the fold.
- upload-document-dialog.component.ts: generic Documents-tab upload now also
  offers "Capture from Webcam" alongside Browse, reusing the same capture
  dialog.
- New client History tab (reuses the existing Audit Trail data, scoped to
  this client) and dataUrlToFile/dataUrlToBlob util for routing webcam
  captures through the same upload pipelines as a picked file.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-26 14:51:04 +05:30
AdityaandClaude Opus 4.7 52e3395345 feat: client extra fields + KYC home-visit & video-KYC dialogs
- Add Education Level, Degree/Qualification, Religion, Social Category dropdowns (individual clients) with dependent filtering on the create/edit/preview/view flows
- Add Agriculture Income & Non-Agriculture Income fields under Financial & Classification
- Gate Save with a Verify Client alert dialog when sanctions screening is not yet performed
- Trim Office Name and CKYC Number columns from clients list; widen table to fill container
- Remove DIP/Screening log IDs from preview and personal-data tabs
- Rename "Branch Visit" to "Home Visit" across KYC management
- Wire Take Action: open dedicated dialogs for Schedule Home Visit (officer + datetime) and Send Video KYC link (channels + officer + 48h expiry + session preview)
- Migrate Signatory and Guardian image dialogs to inject() for prefer-inject lint rule

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 16:36:58 +05:30
AdityaandClaude Opus 4.6 d72e969dc3 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>
2026-04-16 13:51:11 +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
AdityaandClaude Opus 4.6 7b1f2e8ad7 feat: complete UI redesign — client creation tabs, footer, home page, CIF & occupation fields
- Client creation: replaced vertical stepper with 3-tab layout (General, KYC & Nominee, Preview)
- All form fields redesigned with appearance="outline" and section grouping
- Preview tab with profile card, info tables, KYC details, family members
- Footer redesigned: security bar, LincShield certifications, regulatory & legal, quick navigation, support & contact, LincPay branding
- Home page redesigned: welcome banner, quick action cards, info row
- Client view header redesigned: ID chips row (Account No, CIF Number, External Id), 4-column details grid
- Added CIF Number column to clients list table
- Added CIF Number display to client view sidebar and personal data tab
- Added occupationCategoryId and occupationId dropdowns to client creation form
- Added occupation fields to client view sidebar, personal data tab, and preview
- Added 51+ missing translation keys to en-US.json
- Toolbar: added Last login chip
- Registered faUserPlus icon

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 19:19:47 +05:30
AdityaandClaude Opus 4.6 0a32d7135e feat: add Current Account module, DIP verification, charges integration, and translations
- Current Account module with full CRUD, transactions, charges, hold/release, block/unblock
- Current Products management under Products module
- DIP mobile number verification with real API call to /lookup/check
- Sanctions verification dialog
- Charges support for Current Account (chargeAppliesTo=5) in create/edit
- Fixed permissions from SAVINGSACCOUNT to CURRENTACCOUNT across all current account components
- Added all missing translation keys for Current Account in en-US.json

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-17 18:23:37 +05:30
AdityaandClaude Opus 4.6 73aa69ee02 feat: add RBI circulars, CKYC, KYC, Superset analytics, passbook modules and UI updates
Add new feature modules (RBI feeds, CKYC, KYC tab, Form60, Superset analytics, passbook),
update client family members, dashboard, login page, sidenav, images, translations,
environment config, and fix RBI feeds API auth by using relative URLs.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 15:13:35 +05:30
Shubham KumarandGitHub 1ea9f88bb2 WEB-600 feat:External National ID System integration for client creation/editing (#3145)
improve
2026-02-13 13:40:19 -06:00
Shubham KumarandGitHub cf7ced043c WEB-648 refactor: replace magic numbers with LegalFormId enum (#3068) 2026-01-31 17:35:35 -06:00
Shubham KumarandGitHub a07a89a5d7 chore: add MPL license headers to all source files (#2977) 2026-01-10 10:44:23 -06:00
Felix van Hove 7fd1486c08 Upgrading to Angular 20:
Replaced checked in package-lock.json by regenerated one.
Ran ng update @angular/core@20 @angular/cli@20
Ran npm install @angular-builders/jest@^20.0.0 @fortawesome/angular-fontawesome@^3.0.0 @swimlane/ngx-graph@^11
Ran npm install ngx-mat-select-search@^8.0.2.
Ran ng update @angular/material@20.
Updated all eslint and typescript to the latest versions.
Removed @angular-devkit/schematics.
Updated fontawesome.
Updated rxjs and tslib.
Moved required node version from 16 to 20.
Updated jest-preset-angular.
Set preserveWhitespaces to false.
Corrected two type declarations in two typescript files to make ng serve run without errors.
Removed unused angular-devkit/schematics from view-user.component.ts .
Updated list of supported browsers.
Upgraded prettier.
Ran prettier . --write the first time.
Ran prettier . --write the second time.
Ran ng generate @angular/core:inject with defaults, excepted a handful of files.
Fixed remaining eslint problems.
Added dist directory to ignores in eslint.config.js.
Let prettier fix formatting, almost everything is just line breaks.
Made htmlhint ignore @if and @for Angular constructs.
Updated node version in Github workflow to 22.12.0 (build.yml).
Updated .env.ts.
Updated Angular datetime format strings from YYYY-MM-DD to yyyy-MM-dd.
Merged changes from dev into angular20 branch.
2025-12-08 11:01:01 +01:00
shubhamsharma9199 77a10a0bda improve the design of create client from 2025-10-01 18:50:12 +05:30
Jose Alberto Hernandez 61e59821b9 fix: Display issues 2025-06-09 17:19:47 -05:00
Adam Saghy 19a14e5b5b Upgrade to Angular 16
Merge `angular-update-16` into `dev` branch
2025-05-23 18:47:20 +02:00
AnandharajanandGitHub 6938033ca0 fix html template syntax error (#2302) 2025-03-06 13:07:48 -06:00
Ralph HopmanandAdam Saghy 2ec9ba81d6 build: Use prettier for html
Stop ignoring html files in prettier and fix existing issues.
2024-12-19 09:36:50 +01:00
Jose Alberto HernandezandJose Alberto Hernandez 3990366022 fix: Loan COB step missed labels 2024-08-30 07:13:35 -06:00
Omar-NabilandJose Alberto Hernandez 656537a0bc add missed trnaslation for client-stepper file inside clients modlue 2024-07-31 07:17:59 -06:00
Jose Alberto HernandezandJose Alberto Hernandez e09fccf14b Client views updated 2024-04-03 20:15:23 -06:00
408f004450 i18n: Adding new languages: Part 1 (#1882)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-10-22 20:18:05 -06:00
c7fe21e74a Fixed Deposit account view update (#1881)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-10-19 00:07:22 -06:00
d92f6c1c5e feat:Unificaction of radhathakare's PR (#1879)
* feat:Clients Translate Module

* feat: Collections Translate Module

* feat:Loan Translate Module

* feat:Search Translate Module

* feat English Json File

---------

Co-authored-by: radhathakare <radhathakare322@gmail.com>
2023-10-18 10:50:03 -06:00
b2aa39cb67 Support for Charge-off and Undo charge-off to Loan account (#1748)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-05-09 22:09:45 -06:00
480809c4cc Enhancement loan transactions tab for sort and pagination (#1658)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-01-27 21:32:47 -06:00
e61f4f92e3 Fixed Deposit and Recurring Deposit products with datatables (#1647)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-01-18 18:53:56 -06:00
a56347d400 Fix in products view routes (#1643)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-01-13 12:09:06 -06:00
475059a974 Set autosize and min two rows in textarea controls (#1604)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2022-12-23 01:01:53 -06:00
Jose Alberto Hernandez 60a4511c42 Client and External Id 2022-12-03 15:21:09 -06:00
Jose Alberto Hernandez e946726645 Fix in some view that were having missing data 2022-08-27 18:22:52 -05:00
Jose Alberto HernandezandArnold Gálovics a4b266080b Datepickers using max date with business date 2022-07-28 17:06:39 +02:00
RamveerandGitHub e41f12c6aa Date Picker Enhancement (#1435) 2022-06-13 16:10:08 +05:30
Jose Hernandez d366f32dfd Add email field to Client 2022-04-27 20:11:47 -05:00
Karan TakalkarandGitHub 9c15545cd4 feat: add create client page (#1153)
Fixes: #215
2020-07-24 16:32:58 +05:30