Commit Graph
29 Commits
Author SHA1 Message Date
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
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 54ab436563 feat: redesign client view header — dark gradient card with modern layout
- Dark gradient background (#0f1923 → #1c2d3f) replacing old blue card
- Rounded 72px avatar with compact upload/capture/delete buttons
- Name row: bold white text + green status badge + menu button
- ID chips: monospace font, semi-transparent background
- 4-column details grid with cell borders inside rounded container
- All labels 9px uppercase, values 12.5px white
- Responsive: 3-col → 2-col → 1-col on smaller screens
- Also fix: 2-column grid specificity for dialog file upload

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 00:40:38 +05:30
AdityaandClaude Opus 4.6 97f30ac3c1 feat: redesign all dialogs, file upload, address/nominee/identifier tabs
- File upload: compact dashed zone (54px height), inline icon+filename+change
- Dialogs: no scroll, rounded close button (red on hover), 700px width
- Identifier dialog: 2-column grid, section divider, outline fields
- Nominee: new NomineeDialogComponent popup (replaces page navigation)
- Address tab: card panels, status badges, 3-column grid
- Nominee tab: accordion with badges, 3-column grid
- Shared form dialog: outline fields, fixed close button

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 00:09:59 +05:30
AdityaandClaude Opus 4.6 b7f612c2f6 feat: redesign shared form dialog — header, styled fields, actions
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 23:46:44 +05:30
JaySoni1 2cb554ea00 WEB-680 Fix: Provisioning Criteria dialog allows negative values in age, percentage fields 2026-02-09 15:28:54 +05:30
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
Jose Alberto Hernandez 85d28acb65 WEB-252: Buy Down fee adjustment template pop up window - Adjustment button active / not active 2025-07-11 16:09:39 -05:00
Gopi KishanandGitHub 6ee9897bd1 WEB-215 Merge angular-update-19 into dev to upgrade Angular from v18 to v19 (#2530) 2025-06-20 19:03:06 -06:00
Gopi KishanandGitHub b7c6ea857a WEB-201 Merge angular-update-18 into dev to upgrade Angular from v17 to v18 (#2513) 2025-06-13 08:19:03 -06:00
gkbishnoi07andAdam Saghy 1d6b6fd743 merge angular-17 into dev to upgrade from Angular v16 to v17 2025-06-05 15:51:43 +02:00
Adam Saghy 19a14e5b5b Upgrade to Angular 16
Merge `angular-update-16` into `dev` branch
2025-05-23 18:47:20 +02:00
Ralph HopmanandAdam Saghy cac1d11ad7 build: Use prettier for typescript
Stop ignoring .ts files in prettier and fix existing issues.
2025-01-15 11:59:30 +00:00
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
Ralph HopmanandAdam Saghy 9034ce2847 build: Replace Codelyzer and TSLint with Angular ESLint
Migrate from the deprecated TSLint to Angluar ESLint. Also fix current
linting issues in the code, in particular:

- Use strict equals operators (=== and !==)
- Remove empty lifecycle methods (mostly ngOnInit)
- Output bindings including aliases should not be named as standard dom
  events (submit)
- Async pipe results should not be negated
2024-11-08 09:37:08 +01:00
Jose Alberto HernandezandJose Alberto Hernandez 54dc91e0e2 Transactions tab standarization 2024-03-30 19:04:56 -06:00
3c625d81c4 i18n: Adding new languages: Part 2 (#1885)
Co-authored-by: radhathakare <radhathakare322@gmail.com>
2023-10-25 22:42:07 -06:00
80936a3ea9 Upgrade/angular 14 (#1853)
* Fix Loan product Payment Allocation

* Upgrade to Angular 14

---------

Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-08-29 19:51:32 -06:00
3b140e6f34 Export report table to CSV file using defined delimiter (#1798)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-07-20 21:14:18 -06:00
f330e91aa4 Datatables enhacements to support products (#1641)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-01-13 02:07:51 -06:00
RamveerandGitHub e41f12c6aa Date Picker Enhancement (#1435) 2022-06-13 16:10:08 +05:30
Karan TakalkarandGitHub 3e21227056 build: update to angular-v9.1.12 (#1215)
Fixes: #1216
2020-08-23 14:21:17 +05:30
Abhay Chawla be7d006e04 feat: add create fixed deposit product component (#471)
- Add fixed deposit product stepper components
- Add fixed deposit product component

Fixes: #192
2019-12-01 23:20:51 +03:00
Abhay Chawla c3dcd4852a feat: add create share product component (#462)
- Add share product stepper components
- Add create share product component
- Add datepicker-base.ts

Fixes: #190
2019-12-01 23:20:51 +03:00
Jivjyot SinghandAbhay Chawla 5436c10a90 feat(clients): add/edit/delete data in single row datatables
- add checkbox-base.ts 
- update clients.service.ts file
- add delete feature in multi-row and single datatables

fixes: #460
2019-12-01 23:20:51 +03:00
Abhay Chawla f37dcd3a5a feat: add edit loan product component (#451)
- Update loan product stepper components to support editing
- Add edit loan product component
- Add pristine property to form dialog

Fixes: #439
2019-12-01 23:20:51 +03:00
Jivjyot SinghandAbhay Chawla 4281a19c6c feat (clients) : add client identifier
fixes: #260
2019-12-01 23:20:51 +03:00
Abhay Chawla f616145a6b feat: add form dialog component (#428)
- Add formfield, input, select base (model)
- Add formfield component
- Add form-group service
- Add form-dialog component

Fixes: #427
2019-12-01 23:20:51 +03:00