Commit Graph
114 Commits
Author SHA1 Message Date
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 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
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 973484481b WEB-750 Move postal code section (#3181) 2026-02-17 14:18:03 -06:00
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 cf7ced043c WEB-648 refactor: replace magic numbers with LegalFormId enum (#3068) 2026-01-31 17:35:35 -06:00
Shubham KumarandGitHub 163ad131d7 WEB-643 fix(clients): add takeUntil pattern to prevent memory leaks in client-general-step component (#3065)
improve
2026-01-31 13:54:14 -06:00
Shubham KumarandGitHub a07a89a5d7 chore: add MPL license headers to all source files (#2977) 2026-01-10 10:44:23 -06:00
shubhamsharma9199 a6cb07cd70 WEB-549:fix(clients) add equal padding to family member dialog form 2026-01-02 19:46:30 +05:30
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
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
shubhamsharma9199 d925f59ae2 fix(client-general-step): correct incorpValidityTillDate mapping and form control logic 2025-11-06 01:18:45 +05:30
shubhamsharma9199 77a10a0bda improve the design of create client from 2025-10-01 18:50:12 +05:30
JaySoni1 60d47ba0a4 WEB-223 Make Date of Birth handling for Client Creation consistent 2025-09-15 21:01:02 +05:30
Gopi KishanandGitHub 6ee9897bd1 WEB-215 Merge angular-update-19 into dev to upgrade Angular from v18 to v19 (#2530) 2025-06-20 19:03:06 -06:00
Gopi KishanandGitHub b7c6ea857a WEB-201 Merge angular-update-18 into dev to upgrade Angular from v17 to v18 (#2513) 2025-06-13 08:19:03 -06:00
Jose Alberto Hernandez 61e59821b9 fix: Display issues 2025-06-09 17:19:47 -05:00
Adam Saghy 19a14e5b5b Upgrade to Angular 16
Merge `angular-update-16` into `dev` branch
2025-05-23 18:47:20 +02:00
AnandharajanandGitHub 6938033ca0 fix html template syntax error (#2302) 2025-03-06 13:07:48 -06:00
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
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 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
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 3990366022 fix: Loan COB step missed labels 2024-08-30 07:13:35 -06:00
Jose Alberto HernandezandJose Alberto Hernandez bf93f6c80f Advance payment strategy with Adjust last, unpaid period reschedule method 2024-08-19 07:11:54 -06:00
Omar-NabilandJose Alberto Hernandez 559e0139c3 add missed translation to client module 2024-08-05 11:18:01 -06:00
Omar-NabilandJose Alberto Hernandez 656537a0bc add missed trnaslation for client-stepper file inside clients modlue 2024-07-31 07:17:59 -06:00
Jose Alberto HernandezandJose Alberto Hernandez e09fccf14b Client views updated 2024-04-03 20:15:23 -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
c7fe21e74a Fixed Deposit account view update (#1881)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-10-19 00:07:22 -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
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
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
b2aa39cb67 Support for Charge-off and Undo charge-off to Loan account (#1748)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-05-09 22:09:45 -06:00
6ef53c6462 Enhancement in loan and savings account views (#1690)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-02-22 23:15:51 -06:00
pc_11andGitHub c0185627f7 fix: feature not working: add family member in create client (#1688)
now able to add family member.

Fixes: #1666
2023-02-20 16:29:16 +05:30
pc_11andGitHub 60304735e1 fix: family details date of birth issue (#1683)
now we can select the dob of a family member before 2000 year also ****

Fixes: #1682
2023-02-14 15:56:25 +05:30
480809c4cc Enhancement loan transactions tab for sort and pagination (#1658)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-01-27 21:32:47 -06:00
e61f4f92e3 Fixed Deposit and Recurring Deposit products with datatables (#1647)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-01-18 18:53:56 -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
f330e91aa4 Datatables enhacements to support products (#1641)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-01-13 02:07:51 -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
Adam SaghyandGitHub 1f8e8f4ce6 Merge pull request #1578 from josehernandezfintecheandomx/fix/create_client_with_datatables
Use of text area input in client datatable
2022-11-23 20:55:25 +01:00
Jose Alberto Hernandez 373eb0a712 Use of text area input in client datatable 2022-11-23 13:42:45 -06:00
8f8b2ee02d Fix-1568 (#1573)
Co-authored-by: Anika Tibrewala <89638069+Ann-001@users.noreply.github.com>
2022-11-19 12:48:53 +05:30