Commit Graph
10 Commits
Author SHA1 Message Date
niteshandClaude Sonnet 5 468eaa96ab feat(clients): maker-checker for client edits (frontend)
- New "Pending Client Edits" screen under Checker Inbox & Tasks: server-driven pagination,
  date range + Today/Yesterday/All presets, status filter (Pending/Approved/Rejected), search —
  mirrors ChequebookRequestsComponent's architecture.
- Compare dialog diffs the maker's proposed values against a point-in-time "before" snapshot
  (client-edit-diff.util.ts) captured when the edit page was opened, so only genuinely changed
  fields show — works correctly for Pending, Approved, and Rejected edits alike, since it no
  longer depends on comparing against the live (possibly already-updated) client record.
- edit-client.component.ts: General tab save now submits for approval instead of applying
  immediately, shows a pending-approval banner, and blocks a second submission while one's
  outstanding.
- error-handler.interceptor.ts: added the new /clients/{id}/edit/pending check to the existing
  "expected 403/404, don't alert" allowlist (same pattern already used for client images/KYC).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-29 10:27:45 +05:30
niteshandClaude Sonnet 5 733d9d22b2 feat(clients): dual-OTP contact-change verification, webcam signature capture, and client history tab
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
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 4.6 79e455c4ed feat: edit client — save per tab, DOB re-KYC alert, audit logs, KYC improvements
- Edit button per tab with Save & Next confirmation dialog
- DOB change triggers re-KYC alert, resets PAN verification, auto-fills remarks
- Mobile/email changes logged as audit notes via client notes API
- Redesigned confirmation dialog with icon + title, type-based theming
- KYC re-edit flow: remarks mandatory for VERIFIED records, re-edit API command
- Load existing photo & signature in edit KYC, immediate upload on change
- Populate all KYC fields (document, AML, form60/15) from API on edit
- Non-individual PAN verification uses same flow as individual
- Fix table overflow when sidebar panel is open
- Add fr unit to stylelint allowed-list

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-07 15:08:07 +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
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 a07a89a5d7 chore: add MPL license headers to all source files (#2977) 2026-01-10 10:44:23 -06:00
JaySoni1 9038037440 WEB-372 Correct buttons in edit-client.component.html 2025-10-30 10:52:39 +05:30
shubhamsharma9199 75f3cd1e7e fix: improve edit client form layout and button styling
- Reorganize first row to display 4 fields (Office, Legal Form, Account No, External ID)
- Center buttons with proper spacing (20px gap)
- Implement responsive design for all screen sizes
- Fix CSS lint errors and update to modern color function notation
- Remove inline styles following Angular best practices
2025-09-16 14:19:20 +05:30
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
Karan TakalkarandGitHub 1587dcfe5d feat: add edit client page (#1147)
Fixes: #1146
2020-07-20 19:27:47 +05:30