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5dc284bd1c1b6d488db82a6634e984b152a2e3fa
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8 Commits
Author SHA1 Message Date
nitesh 5dc284bd1c fix(clients): address-proof date fields use calendar picker, Pension Payment Order gets one too 
Both the address-proof upload dialog and the permanent-address step used a
native `type="date"` input for the issue/statement date, so no calendar
popup was available. Switched both to Angular Material's datepicker, kept
the client-india-address-step round-trip (payload -> saved description ->
re-parsed on edit) working with the Dates util now that the control holds
a Date object instead of a raw string.

Pension Payment Orders was also the only "Financial & Other" address-proof
type missing requiresDate, so selecting it never showed a date field at
all — added the flag and moved Monthly/Yearly Turnover under the "Other
Income" heading alongside Agriculture/Non-Agriculture Income.
 2026-07-30 10:30:00 +05:30
nitesh dbd160e7e7 Merge remote-tracking branch 'origin/uate' into uate 2026-07-29 10:29:55 +05:30
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
keshav f682cb17f6 CTR/STR report and Risk Category auto mark on bases of person occupation and anual salary enter 2026-07-29 10:21:02 +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
niteshandClaude Sonnet 5 c1fc95d9b7 fix(clients): minor-specific KYC document types (Birth Certificate/School ID) never appeared 
filterDocTypesForMinor() only ever removes entries. The initial (pre-DOB, isMinor=false) seed
already stripped Birth Certificate/School ID Card out of kycDocumentTypes, so the isMinor
ngOnChanges handler re-filtering that same shortened list could never bring them back once the
client turned out to be a minor. Rebuild from the full defaultDocumentTypes source instead
(matching how the initial seed itself is built) whenever isMinor changes and the backend KYC
template hasn't already taken over. Also gives School ID Card the "Government-issued ID"
category it was missing, so it groups with Aadhaar/Passport/Birth Certificate instead of "Other".

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
 2026-07-28 12:56:30 +05:30
keshav 349dc91951 minor change on client 2026-07-28 10:45:31 +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