Commit Graph
69 Commits
Author SHA1 Message Date
keshav be35f3cbc3 feat: update TDS config, RBI reserve returns, current products, and dormancy reports 2026-09-24 18:07:54 +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 89bb76455e fix: restore content silently dropped from the dev merge (KYC exception, TDS reports, Form 121)
The demo-backup merge's git 3-way auto-resolve dropped several hunks
without flagging conflicts, wherever demo had independently touched
adjacent lines: the KYC Exception feature (client-kyc-step, kyc-tab,
create-client, clients.service — checkbox, derivation logic, banners,
contact-log endpoints), TDS report routes/menu links (reports-routing,
shell), the Form 121 client tab (clients-routing, clients-view), the
kyc-management exceptions dashboard, and the Form 121/15G-H register's
real-data view integration. Restored by diffing demo-backup against
dev per file and re-applying each genuine gap while preserving
demo-backup's own independent work (Approval Center tab style, Loan
Origination/Investment menus, form-97-98/risk-review report routes).
2026-08-06 15:12:06 +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
keshav 569f17ef46 kyc exception at client creation time and some tds work
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2026-08-05 17:23:56 +05:30
keshav 349dc91951 minor change on client 2026-07-28 10:45:31 +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 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 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 4.6 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 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 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
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
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
Jose Alberto HernandezandAdam Saghy f643b15949 Fix search entities view for savings and deposits accounts 2024-02-07 14:10:07 +01:00
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
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
08a327fdbf Loan Reschedule management in Loan Account (#1637)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-01-10 00:22:30 -06:00
Ramveer 22428de9b1 feat: collateral module 2022-07-22 13:37:21 +05:30
RamveerandGitHub 3d1c41badc fix: breadcrumbs issues on many screens (#1441)
* fix: breadcrumbs issues on many screens

* lint fix

* minor lint fix
2022-06-20 11:41:42 +05:30
Jose Hernandez d366f32dfd Add email field to Client 2022-04-27 20:11:47 -05:00
Muskan KhediaandGitHub 3c858e308c refactor: loans module (#1237) 2020-08-30 19:50:58 +05:30
Karan TakalkarandGitHub efdd779aa9 refactor: savings module (#1226)
See: #1196
2020-08-25 17:46:54 +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 a1cd561453 refactor: shares module (#1200)
See: #1196
2020-08-13 09:56:25 +05:30
Karan TakalkarandGitHub 9c15545cd4 feat: add create client page (#1153)
Fixes: #215
2020-07-24 16:32:58 +05:30
Muskan KhediaandGitHub cb62fefbfa feat: add list view standing instructions (#1152)
Fixes: #267
2020-07-23 17:22:28 +05:30
Karan TakalkarandGitHub 1587dcfe5d feat: add edit client page (#1147)
Fixes: #1146
2020-07-20 19:27:47 +05:30
Muskan KhediaandGitHub af6cdbaa9f feat: add create standing instructions (#1142)
Fixes: #268
2020-07-19 18:27:17 +05:30
Karan TakalkarandGitHub fbe0935154 fix: client charges routing and module structure (#1114)
Fixes: #1113
2020-07-15 19:23:57 +05:30
Karan TakalkarandGitHub 2670137564 refactor: client view survey page (#1112)
Fixes: #1111
2020-07-15 17:25:17 +05:30
Benura AbeywardenaandGitHub 3fbe2815a0 feat: add client charge payment component (#690)
Fixes: #689
2020-07-15 17:13:39 +05:30
Benura AbeywardenaandGitHub bf98074b71 feat: add view client charges component (#688)
Fixes: #688
2020-07-15 15:45:00 +05:30
Muskan KhediaandGitHub 767d2cd235 feat: add client take survey page (#626)
Fixes: #269
2020-07-13 16:41:01 +05:30
Karan TakalkarandGitHub af32d481bf feat: client actions (assign/unassign staff) (#1067)
Fixes: #1066
2020-07-13 11:18:10 +05:30
Muskan KhediaandGitHub b9d72f2d2c feat: add recurring deposit account tab (interest rate chart) (#979)
Fixes: #978
2020-07-03 23:58:39 +05:30
Muskan KhediaandGitHub 51616ff9fd feat: add view Recurring Deposits Account Page (#961)
Fixes: #227
2020-07-03 10:41:14 +05:30
Karan TakalkarandGitHub 87604b4e3e feat: view fixed-deposit account page (#959)
Fixes: #225
2020-07-02 20:49:49 +05:30
Karan TakalkarandGitHub db248a8037 feat: add view shares account page (#868)
Fixes: #224
2020-06-13 01:54:44 +05:30
Karan TakalkarandGitHub 3123f37155 feat: add view savings account page (#862)
- Transactions Tab
- Charges Tab
- Standing Instructions Tab

Fixes: #221
2020-06-11 16:03:00 +05:30
Muskan KhediaandGitHub 8503dc6d97 feat: add view loan page (datatables-tab) (#853)
Fixes: #840
Fixes: #841
2020-06-10 21:54:19 +05:30
Abhijeet SinghandGitHub 347e84f366 feat: add savings charge form (#726)
Fixes: #250
2020-06-07 22:57:18 +05:30
Muskan KhediaandGitHub 11cbe7a155 feat: add loans view page (#661)
- Add loan account page
- Add general tab
- Add account details tab

Fixes: #219
2020-05-31 22:49:21 +05:30
Benura AbeywardenaandGitHub 7a5069e590 feat: add view client charge overview (#681)
Fixes: #680
2020-05-24 22:21:04 +05:30
Jivjyot SinghandAbhay Chawla 5125e8fe4c fix (clients): bugs in clients view page
- adds skipErrorHandler to avoid profile image error message on frontend
- defines breadcrumb text for each route in clients-routing.module.ts
- removes mat-elevation-z1 class of tables in client view page

fixes: #447
2019-12-01 23:20:51 +03:00
Jivjyot SinghandAbhay Chawla 504a14b968 refactor(clients): clients list page
- use statuslookup.pipe to set styles to represent status of the client
- add button to import client and create client
- add server side pagination
- toggle show closed clients in table
2019-12-01 23:20:51 +03:00
Jivjyot SinghandAbhay Chawla d18097107a feat (clients): add client's address page
fixes: #258
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