Commit Graph
48 Commits
Author SHA1 Message Date
nitesh 4281a596af fix: restore remaining content dropped by the dev merge (comprehensive audit)
build-run / Run Lint, Build and Deploy (push) Canceled after 0s
Publish Image in Docker Hub / build (push) Canceled after 0s
Playwright E2E Tests / Run Playwright Tests (push) Canceled after 0s
Tests / testRigor (push) Canceled after 0s
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.
2026-08-06 16:35:52 +05:30
nitesh 63ab9643ce fix(headers): add missing MPL-2.0 license headers on merged files
Files restored from dev during the demo-backup merge were missing the
standard license header (dev's copies predate that fix, which had only
been applied on the demo line previously). Also fixed pre-existing lint
debt surfaced by the edit: wrong component selector prefix and
constructor-injection pattern in client-family-member-child-dialog.
2026-08-06 14:21:06 +05:30
nitesh 8255c8398d Merge dev into demo-backup
Brings in all of dev's latest content not present on demo-backup
(Share Withdrawal/Closure feature, TDS reports, KYC exception tracking,
client-edit-email-dialog, form121 tab, search-select) while preserving
demo-backup's own unique changes (wrapping Approval Center tab nav,
Loan Origination/Investment mega-menus). 36 files that a prior "ours
wins" conflict resolution had silently dropped were restored explicitly
from dev's tip.
2026-08-06 14:16:22 +05:30
nitesh 14c5f5070d Revert demo to pre-2026-08-06 state (rollback today's push)
Reverts all commits pushed to demo today (a5124ca3, 858c277a, a1a50ab8,
f72abb09, fcf66657) back to f8c532f7 as a single forward commit, without
rewriting history. All reverted content (Share Withdrawal/Closure feature,
TDS reports, KYC exception tracking, client-edit-email-dialog, form121 tab,
search-select) remains intact on dev and was verified identical before
this revert.
2026-08-06 13:39:40 +05:30
nitesh f72abb0921 Merge remote-tracking branch 'origin/demo' into demo 2026-08-06 13:14:26 +05:30
Anshul Rathore 983c613b8e feat: update changes 2026-08-06 10:41:28 +05:30
nitesh 186a9057a1 feat(clients): confirm linked Client ID + details after adding a family member
The "Add Member" dialog closed silently on submit, giving no
acknowledgement of what got recorded — most notably the linked client's
own CBS Client ID when the member was linked to an existing client rather
than entered manually. Added a confirmation popup showing Client ID (when
linked), name, relationship, DOB and dependent status right after submit.
2026-07-30 13:38:10 +05:30
niteshandClaude Sonnet 5 5fd7e1890e feat(clients): require Mother + Father/Caretaker as family members before activation
- Add hasMother/hasFather/hasCaretaker/familyRelationshipRulesMet to
  ClientFamilyMembersStepComponent, matched against the RELATIONSHIP code value label.
- Show two independent inline error banners (never merged into one message) when Mother, or
  both Father and Caretaker, are missing.
- Gate "Save & Next" and final Submit on this rule in both the create and edit client flows —
  the edit flow previously treated the Family tab as unconditionally optional.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-28 12:36:30 +05:30
AdityaandClaude Opus 4.7 b149fef72e feat: KYC re-verify UX, family/nominee tab gating, savings dialogs, cfcfrms shell
- KYC tab: fix Verify (PAN) and Send OTP (Aadhaar) being disabled in edit mode;
  unmask Aadhaar input and show on-file masked value as hint; resolve kycId
  from id/kycId/resourceId fallbacks.
- Client stepper/view: add familyAllowed / nomineeAllowed predicates +
  CanActivate route guards. Family tab hidden for non-individuals, Nominee
  tab hidden for non-proprietor entities. Family-members step accepts a
  nomineeOnly input for proprietorship clients. Add/Edit/Delete buttons
  inside family-members and nominee tabs gated by canAdd.
- cfcfrms: add cfcfrms-shell wrapper, restyle complaint/fraud/mule/escalate
  pages and dashboard.
- Savings: identity-verify and transaction-confirm dialogs, manage / activate
  / add-charge flows, account preview styling.
- Tasks, core shell, account-nominees, icons: minor style and behaviour
  updates.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 18:49:43 +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
AdityaandClaude Opus 4.7 595054b0b8 feat(digital+toolbar): NEFT/RTGS module, AI menu, polished header icons
- Add /digital/neft-rtgs (entry) and /digital/neft-rtgs-report (analytics):
  KPIs, tabbed views (Trends, Bank-wise, Date-wise, Pending/Pass/Return,
  Branch/Mobile, User-wise), filterable transaction table with CSV export,
  and a non-dismissible Initiate dialog launched from a floating action.
- Make BANL verification mandatory before NEFT/RTGS submit; auto-fill and
  lock beneficiary name from the lookup response, invalidate match on
  A/C or IFSC edit, demo fallback for unknown accounts.
- Add Digital menu links (NEFT/RTGS + Report) in shell top-nav.
- Replace toolbar theme toggle with AI / Intelligence Modules mega menu:
  4 colour-coded columns covering Lending & Risk, Investment & Profit,
  Compliance & Advisory, Governance (9 modules total). Wire RBI
  Notifications Monitoring to /rbi-circulars.
- Unify notifications, settings, AI, and profile toolbar buttons into a
  26px ring style; colourful gradient bell SVG for notifications,
  custom gear+petals AI mark, online dot on the avatar.
- Trim ISO 27001 chip in the top bar.
- Add MPL header to generated .env.ts and its template in version.js.
- Bundles other pending working-tree changes (clients family/nominee
  tab tweaks, auth/2FA fixes, translations) into the same push.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-15 11:50:26 +05:30
AdityaandClaude Opus 4.7 6714897688 feat(client+home): single-instance family relations + DSC verified badge
- Family member dialog: disable Father / Mother / Spouse in the Relationship
  dropdown when one is already added to the client. Son, daughter, brother
  etc. stay unrestricted. Editing a member keeps its own current relation
  selectable. Hint added below the field.
- Home welcome banner: render a small green "DSC Verified" pill next to the
  username when GET /v1/dsc/me returns at least one ACTIVE certificate.
  Tooltip surfaces the masked serial. Silent when no DSC is mapped.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 18:16:20 +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 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 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 a07a89a5d7 chore: add MPL license headers to all source files (#2977) 2026-01-10 10:44:23 -06:00
shubhamsharma9199 a6cb07cd70 WEB-549:fix(clients) add equal padding to family member dialog form 2026-01-02 19:46:30 +05:30
Shubham KumarandGitHub 7e55843cd9 fix(i18n): add missing translations and apply translate pipes across web-app (#2934)
fix: address code review issues

fix: translate accessibility attributes and fix translation errors
2025-12-26 14:26:08 -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
JaySoni1 60d47ba0a4 WEB-223 Make Date of Birth handling for Client Creation consistent 2025-09-15 21:01:02 +05:30
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
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 31f1890051 build: Upgrade stylelint to version 16 and fix issues
Migrate upgrade stylelint from version 10 to 16 and fix all the
stylelint and prettier issues in scss files.

The following deprecated stylistic rules are no longer supported in
stylelint, and the checks are taken over by prettier:

- string-quotes
- max-empty-lines
- max-line-length
2024-11-28 13:46:48 +01:00
Omar-NabilandJose Alberto Hernandez 656537a0bc add missed trnaslation for client-stepper file inside clients modlue 2024-07-31 07:17:59 -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
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
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
6ef53c6462 Enhancement in loan and savings account views (#1690)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-02-22 23:15:51 -06:00
pc_11andGitHub c0185627f7 fix: feature not working: add family member in create client (#1688)
now able to add family member.

Fixes: #1666
2023-02-20 16:29:16 +05:30
pc_11andGitHub 60304735e1 fix: family details date of birth issue (#1683)
now we can select the dob of a family member before 2000 year also ****

Fixes: #1682
2023-02-14 15:56:25 +05:30
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
8f8b2ee02d Fix-1568 (#1573)
Co-authored-by: Anika Tibrewala <89638069+Ann-001@users.noreply.github.com>
2022-11-19 12:48:53 +05:30
Jose Alberto HernandezandArnold Gálovics a4b266080b Datepickers using max date with business date 2022-07-28 17:06:39 +02:00
Jose Alberto Hernandez 9bf535da18 UI is broken in dates parsing in Safari 2022-06-22 15:33:50 -05:00
RamveerandGitHub e41f12c6aa Date Picker Enhancement (#1435) 2022-06-13 16:10:08 +05:30
Jose Alberto HernandezandArnold Gálovics 6ea3d97538 Format date fields without patch form 2022-06-10 10:34:19 +02:00
Abhirup PalandGitHub aeeb2cc5f1 refactor(df/locale): clients module (#1257)
See: #1213
2020-10-16 20:17:59 +05:30
Karan TakalkarandGitHub 3e21227056 build: update to angular-v9.1.12 (#1215)
Fixes: #1216
2020-08-23 14:21:17 +05:30
Karan TakalkarandGitHub 9c15545cd4 feat: add create client page (#1153)
Fixes: #215
2020-07-24 16:32:58 +05:30