Commit Graph
9 Commits
Author SHA1 Message Date
keshavandClaude Opus 5 7ef75c902d feat: add database export, welcome kit dialog, and DIP/sanctions updates
build-run / Run Lint, Build and Deploy (push) Canceled after 0s
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Playwright E2E Tests / Run Playwright Tests (push) Canceled after 0s
Tests / testRigor (push) Canceled after 0s
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-17 17:52:28 +05:30
keshav 5581d4180d feat(clients, alm): add CIN/MCA verification & authorized signatories tab; refactor ALM report print and export
Playwright E2E Tests / Run Playwright Tests (push) Canceled after 0s
Tests / testRigor (push) Canceled after 0s
build-run / Run Lint, Build and Deploy (push) Canceled after 0s
Publish Image in Docker Hub / build (push) Canceled after 0s
2026-08-13 15:05:16 +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
Nitesh Yadav 4d421e8066 merge feature/update_code and feature/UI-MFA-Product branch code 2026-05-11 11:36:56 +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 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 1ff256d220 feat: redesign Personal Data tab — card sections with grid layout
- Each section in a bordered card with icon header (Personal Info, Account, Contact, Classification, Dates, Status)
- 4-column grid layout with cell borders and hover effects
- Monospace font for account numbers, CIF, external IDs
- Status badge with colored dot (active/closed/pending)
- Contact fields with inline icons
- Compact 10px uppercase labels, 13.5px values

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 23:41:47 +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
Shubham KumarandGitHub c44ca8cb0e WEB-596:feat(clients) add Personal Data tab with comprehensive client info view (#3006)
improve the translation file
2026-01-18 05:35:49 -06:00