Commit Graph
198 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
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
Soni JayandGitHub cedc64b6d0 WEB-766 Plus button box misaligned in Manage Currencies (#3196) 2026-02-20 17:20:28 -06:00
Krishna MewaraandGitHub aaace0f27b WEB-745: Fix unable to assign staff to active savings account (#3179) 2026-02-17 12:08:54 -06:00
Jose Alberto HernandezandGitHub 68ce771dfe Merge pull request #3127 from JaySoni1/WEB-699-fund-mapping-loan-status-and-product-fields-should-be-optional-for-search
WEB-699 Fund Mapping: Loan Status and Product fields should be option…
2026-02-11 13:38:52 -05:00
JaySoni1 44a42b3086 WEB-699 Fund Mapping: Loan Status and Product fields should be optional for search 2026-02-10 23:44:10 +05:30
Soni JayandGitHub b21e07bb1f WEB-698 Assignment Date is pre-filled by default in Bulk Loan Reassignment form (#3126) 2026-02-10 11:02:57 -06:00
Jose Alberto HernandezandGitHub 5716dc94e8 Merge pull request #3115 from JaySoni1/WEB-684-allow-negative-values-in-fund-mapping
WEB-684 Allow negative values in Fund Mapping
2026-02-09 15:31:52 -05:00
JaySoni1 ca81e0d09f WEB-684 Allow negative values in Fund Mapping 2026-02-10 01:38:37 +05:30
Jose Alberto HernandezandGitHub aa223e7a8b Merge pull request #3114 from alberto-art3ch/WEB-642/add-loan-originators-management_02
WEB-642: Loan originator view with optional fields
2026-02-09 10:52:05 -05:00
Jose Alberto HernandezandGitHub 99e7354e33 Merge pull request #3111 from JaySoni1/WEB-680-fix-provisioning-criteria-dialog-allows-negative-values-in-age-percentage-fields
WEB-680 Fix provisioning criteria dialog allows negative values in age percentage fields
2026-02-09 10:36:00 -05:00
Jose Alberto Hernandez e196d40e5a WEB-642: Loan originator view with optional fields 2026-02-09 10:13:14 -05:00
JaySoni1 2cb554ea00 WEB-680 Fix: Provisioning Criteria dialog allows negative values in age, percentage fields 2026-02-09 15:28:54 +05:30
Soni JayandGitHub 96eafba3b5 WEB-679 Fix: Translation key not resolving in Provisioning Criteria Definition dialog (#3109) 2026-02-08 19:58:11 -06:00
AnvayandGitHub 2f73e9a9eb WEB-604: Add hour/minute time selection for partial day cashier allocation (#3108)
- Added hour (00-23) and minute (00-59) dropdowns to Create Cashier form
- Added hour/minute dropdowns to Edit Cashier form with existing time parsing
- Time fields shown conditionally when Full Day is unchecked
- Added end-time-after-start-time validation
- Clear stale invalidTimeRange error before re-validating
- Renamed setEditChargeForm to setEditCashierForm
- Added Hour and Minute i18n keys to all 13 locale files
2026-02-08 16:15:50 -06:00
0bc1926199 WEB-642: Add Loan Originators management (#3095)
Co-authored-by: Jose Alberto Hernandez <alberto@black-box.local>
2026-02-06 12:15:52 -06:00
shubhamsharma9199 4a246c0fef WEB-669 fix: Replace hardcoded colors with CSS variables for dark mode support 2026-02-05 23:57:57 +05:30
Shubham KumarandGitHub fbee49b464 WEB-639: Refactor redundant boolean comparisons (#3063)
improve

improve

improve

improve
2026-01-31 07:07:59 -06:00
Shubham KumarandGitHub d43c79c311 WEB-624 refactor: remove hard-coded back-routing for component reload (#3045)
improve

improve
2026-01-24 08:18:30 -06:00
edk12564andGitHub 794da2fd05 fix: fixed submission issues bulk-loan-reassignmnet.component.ts (#3003)
- removed officeId from bulkLoanFormData for submit button
- changed getFromOfficers to correctly get officeId instead of id

Fixes: #588 #590
2026-01-16 19:46:19 -06:00
Jose Alberto HernandezandGitHub 7beb08579d Merge pull request #2999 from AnvayKharb/web-583-improving-the-ui-of-the-investor
WEB-583: Improve UI Alignment of Investor Filters
2026-01-16 12:18:36 -05:00
Anvay 40a16c8c18 Improve filter section alignment and spacing on Investors page
- Restructured filter layout into organized rows for better visual hierarchy
- Applied consistent spacing (16px gaps) and equal field widths
- Aligned search button with filter inputs for cohesive appearance
- Ensured uniform input field heights (56px) across all filters
- Added responsive design: 3-column (desktop), 2-column (tablet), stacked (mobile)
- Enhanced button styling with proper sizing and alignment
- Maintained enterprise-grade professional UI aesthetic
2026-01-15 22:56:51 +05:30
Anvay ed1b281127 WEB-573: refactor password preferences UI to card-based layout
- Convert horizontal radio layout to vertical card-based blocks
- Add heading labels (Basic, Standard, Strong) for each policy option
- Position radio buttons and headings on same row with space-between
- Increase padding and spacing for improved visual clarity
- Maintain full-width blocks with consistent vertical stacking
- Preserve all existing text content and functionality
- Add trackBy function to *ngFor for performance optimization
- Use translation keys for password labels instead of hardcoded array
- Map labels based on preference ID for robustness
2026-01-15 01:32:18 +05:30
Shubham KumarandGitHub a07a89a5d7 chore: add MPL license headers to all source files (#2977) 2026-01-10 10:44:23 -06:00
Shubham KumarandGitHub 2649efc80c WEB-308: fix hardcoded documentation links (#2944)
fix: Add security attributes to all external documentation links

Fix:added the missing mapping in env.template.js

Removed DocumentationLinkPipe from PipesModule
2025-12-30 20:25:51 -06:00
shubhamsharma9199 3e72f2d08e WEB-512: Fix spacing and alignment of search box and add button on Manage Currencies page 2025-12-30 06:00:52 +05:30
Shubham KumarandGitHub 3de48bc45b fix:Bulk Import page headings appear dark instead of white in dark mode (#2935) 2025-12-27 21:20:54 -06:00
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
Shubham KumarandGitHub 6dff5d9893 feat: add phone number validation to employee create form (#2920) 2025-12-20 13:47:17 -06:00
Shubham KumarandGitHub 1d88bdac59 fix: align centers general view with dark theme styles (#2906) 2025-12-15 13:59:11 -06:00
Jose Alberto HernandezandGitHub 6df449a846 Merge pull request #2902 from JaySoni1/WEB-470-edit-button-placement-inconsistent-on-office-edit-page
WEB-470 Edit Button Placement Inconsistent on Office Edit Page
2025-12-15 13:44:24 -05:00
Soni Jay 59a329cbc7 WEB-470 Edit Button Placement Inconsistent on Office Edit Page 2025-12-15 06:26:02 +05:30
Soni JayandGitHub 9888574a7a WEB-496 Date Format Mismatch: Frontend Sends Incorrect Date Format to Backend for Holiday Creation (#2893) 2025-12-13 16:30:45 -06:00
Shubham KumarandGitHub 4d181b5884 fix: replace displayName column with separate firstname and lastname columns (#2883)
fix the prettier check
2025-12-10 05:22:16 -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 HernandezandGitHub 88b7194961 Merge pull request #2828 from JaySoni1/WEB-445-position-field-should-accept-only-numeric-input-in-create-payment-type-form
WEB-445 Position field should accept only numeric input in create payment type form
2025-11-29 09:13:40 -05:00
Soni Jay 4aab5ef1ad WEB-445 Position Field Should Accept Only Numeric Input in Create Payment Type Form 2025-11-29 15:55:37 +05:30
Soni Jay 693e272872 WEB-444 Display Required Validation Message for Selected Products Field on Create Provisioning Criteria Page 2025-11-29 14:31:06 +05:30
Jose Alberto HernandezandGitHub 29f315b977 Merge pull request #2803 from JaySoni1/WEB-425-field-validation-for-required-field-missing-in-bulk-loan-reassignment-page
WEB-425 Field validation for required field missing in "Bulk Loan Reassignment" page
2025-11-19 17:28:48 -05:00
Anvay 6610a015e1 WEB-389: Fix date formatting issue when editing and creating holidays
- Changed edit-holiday component to use formatDateAsString with proper instanceof checks
- Changed create-holiday component to use formatDateAsString
- Fixed bug where incorrect date checks were being performed
- formatDateAsString uses moment.format() which correctly handles Date objects
- Resolves date format problems when editing existing holidays
2025-11-20 01:47:31 +05:30
JaySoni1 9dccbf7557 WEB-425 Field validation for required field missing in Bulk Loan Reassignment page 2025-11-19 21:57:06 +05:30
varun789-mx 476c3750c1 WEB-361 'Fund Mapping' search page doesn't send proper JSON to Fineract 2025-11-11 23:47:05 +05:30
Jose Alberto HernandezandGitHub 18be860dd6 Merge pull request #2761 from shubhamkumar9199/fix(css)-payment-types.component
WEB-(401)-fix(css)-payment-types.component
2025-11-05 12:36:03 -05:00
Gopi KishanandGitHub 5467f3e836 Merge pull request #2743 from AnvayKharb/WEB-392-fix-bulk-import-button-alignment
Web 392 fix bulk import button alignment
2025-11-05 16:06:56 +05:30
shubhamsharma9199 4471f1fa62 improve the broder radius of page
remove the hover effect
2025-11-05 12:37:30 +05:30
JaySoni1 89ba042d8d WEB-364 Deleting of a Loan Provisioning Criteria leads to a 404 2025-11-05 03:30:58 +05:30
Jose Alberto HernandezandGitHub de480e0017 Merge pull request #2751 from JaySoni1/WEB-362-correct-position-and-trailing-comma-in-provisioning-criteria-loan-product
WEB-362-correct-position-and-trailing-comma-in-provisioning-criteria-loan-product
2025-11-04 15:32:50 -05:00
JaySoni1 dd8650a7df WEB-362 Correct position and trailing comma in Provisioning Criteria Loan Product 2025-11-05 00:42:15 +05:30