Commit Graph
81 Commits
Author SHA1 Message Date
keshav 569f17ef46 kyc exception at client creation time and some tds work
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2026-08-05 17:23:56 +05:30
Anshul Rathore a560cd6533 feat: add Welcome Kit dispatch dialog and Share Holders view
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2026-07-31 14:06:27 +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
Nitesh Yadav 4d421e8066 merge feature/update_code and feature/UI-MFA-Product branch code 2026-05-11 11:36:56 +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 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 54ab436563 feat: redesign client view header — dark gradient card with modern layout
- Dark gradient background (#0f1923 → #1c2d3f) replacing old blue card
- Rounded 72px avatar with compact upload/capture/delete buttons
- Name row: bold white text + green status badge + menu button
- ID chips: monospace font, semi-transparent background
- 4-column details grid with cell borders inside rounded container
- All labels 9px uppercase, values 12.5px white
- Responsive: 3-col → 2-col → 1-col on smaller screens
- Also fix: 2-column grid specificity for dialog file upload

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 00:40:38 +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 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
Soni JayandGitHub f3109e7d68 WEB-597 Render the Client Classification and its value (if it is available) in the Client data box (#3021) 2026-01-20 07:09:18 -06:00
Soni JayandGitHub 64fc45d83e WEB-602 Use the env var for hidding client data information MIFOS_COMPLIANCE_HIDE_CLIENT_DATA and it is enabled to true the display name must be hidden using * characters for replacing the letters. (#3017) 2026-01-20 03:28:04 -06:00
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
Soni JayandGitHub cc39b34a57 WEB-581 Remove the hyphens (#2998) 2026-01-15 16:23:26 -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
Adam Saghy 19a14e5b5b Upgrade to Angular 16
Merge `angular-update-16` into `dev` branch
2025-05-23 18:47:20 +02:00
Gopi KishanandGitHub cc41a10027 WEB-59 removed self-service from codebase (#2374) 2025-04-01 21:21:25 -06:00
Craig.cpuandGitHub f4f480ac64 Fixed survey section in clients (#2369)
* fixed_previous_button_issue

* fixed survey section
2025-03-29 07:59:45 -06:00
Craig.cpuandGitHub 546388ce4e fixed client and group page responsiveness (#2320) 2025-03-15 22:28:39 -06:00
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 9034ce2847 build: Replace Codelyzer and TSLint with Angular ESLint
Migrate from the deprecated TSLint to Angluar ESLint. Also fix current
linting issues in the code, in particular:

- Use strict equals operators (=== and !==)
- Remove empty lifecycle methods (mostly ngOnInit)
- Output bindings including aliases should not be named as standard dom
  events (submit)
- Async pipe results should not be negated
2024-11-08 09:37:08 +01:00
Jose Alberto HernandezandJose Alberto Hernandez bfdae86df0 fix: Client view broken when the client has not client type 2024-08-26 07:25:19 -06:00
Jose Alberto HernandezandJose Alberto Hernandez 1e1772d3ca Client view with details 2024-08-23 22:29:43 -06:00
Jose Alberto HernandezandJose Alberto Hernandez e09fccf14b Client views updated 2024-04-03 20:15:23 -06:00
Jose Alberto HernandezandAdam Saghy f643b15949 Fix search entities view for savings and deposits accounts 2024-02-07 14:10:07 +01:00
Jose Alberto HernandezandAdam Saghy 53d8436875 Use of filter in the GL Account dropdown menus 2024-01-10 15:02:06 +01:00
79595f6a1c Recurring Deposit view account homologation (#1910)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-11-26 20:00:42 -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
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
32a9db1f6d Fix Loan product Payment Allocation (#1855)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-08-29 20:29:54 -06:00
Yash SanchetiandGitHub dd3e89f117 Fix: Swap permissions for Create and View Standing Instructions (#1841) 2023-08-22 10:08:38 -06:00
f459b1ae4e External Identifier as component with copy to clipboard (#1774)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-06-28 23:19:41 -06:00
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
Jose Alberto Hernandez 60a4511c42 Client and External Id 2022-12-03 15:21:09 -06:00
Vic Romero 8efdaf61ef Fix Activation Date 2022-11-24 13:46:52 -06:00
Vic Romero 0553073aa7 Fix for showing activation Date in the General View 2022-11-24 00:47:12 -06:00
Ramveer 22428de9b1 feat: collateral module 2022-07-22 13:37:21 +05:30
Jose Alberto Hernandez 815071cc19 Fix client address acording to enable address system setting 2022-06-25 08:26:33 -05:00
Jose Alberto Hernandez 9bf535da18 UI is broken in dates parsing in Safari 2022-06-22 15:33:50 -05:00
Benura AbeywardenaandGitHub e3b7f5799d feat: add create self service user (#1251)
Fixes: #1234
2020-10-16 20:50:39 +05:30
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 c42e128b09 refactor: clients module (#1207)
See: #1196
2020-08-15 19:24:04 +05:30
Karan TakalkarandGitHub 572a07bf45 refactor: fixed deposits module (#1201)
See: #1196
2020-08-13 17:44:23 +05:30
Karan TakalkarandGitHub a1cd561453 refactor: shares module (#1200)
See: #1196
2020-08-13 09:56:25 +05:30
Karan TakalkarandGitHub 67a836e3d6 feat: add image capture dialog (#1130)
Fixes: #1129
2020-07-25 22:17:26 +05:30
Karan TakalkarandGitHub c70e27eb63 fix: clients header buttons (#1155)
Fixes: #1154
2020-07-25 20:19:01 +05:30