Commit Graph
43 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 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
Soni JayandGitHub 30c33ed378 WEB-601 Create env var for hidding client data information (#3010) 2026-01-18 15:27:12 -06:00
Shubham KumarandGitHub a07a89a5d7 chore: add MPL license headers to all source files (#2977) 2026-01-10 10:44:23 -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
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
Anisha db6a03d3e0 (fix): Alignment of buttons and boxes missing on Clients, Groups and Centers page 2025-09-04 01:38:53 +05:30
Jose Alberto Hernandez 5c7a3e2d59 fix: Loan Tranche Details isn't displayed after switching between tabs 2025-05-28 13:46:51 -05:00
Jose Alberto Hernandez 14c539a605 System views updated 2025-05-24 22:46:53 -05:00
Adam Saghy 19a14e5b5b Upgrade to Angular 16
Merge `angular-update-16` into `dev` branch
2025-05-23 18:47:20 +02:00
Dhruv RajpootandGitHub 413c2aff8c Fix: Make clients page responsive for all screens (#2383) 2025-04-06 09:13:04 -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
Omar-NabilandJose Alberto Hernandez 521fc015df add new progress bar to our app 2024-08-18 17:19:58 -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
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
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
Arnold GalovicsandArnold Gálovics aa438ed4b2 FINERACT-1724: Server-side pagination support for clients screen 2023-05-24 10:37:38 +02:00
3a3d96222e Add datatable step when exist entity datatable checks (#1633)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-01-05 11:58:16 -06:00
cafe8fa73d Documents and Notes for Clients, Loans and Clients (#1632)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-01-05 03:19:41 -06:00
d0dc2aabb2 Clients search enhancement (#1605)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2022-12-26 14:25:49 -06:00
eae1b350b7 Fix issues in account actions (#1599)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2022-12-18 13:06:03 -06:00
Jose Alberto Hernandez 60a4511c42 Client and External Id 2022-12-03 15:21:09 -06:00
Jose Alberto HernandezandArnold Gálovics c046ea415a Clients list was not showing clients by status 2022-06-15 16:31:12 +02:00
Karan TakalkarandGitHub c42e128b09 refactor: clients module (#1207)
See: #1196
2020-08-15 19:24:04 +05:30
Benura AbeywardenaandGitHub 6a47a69007 feat: add clients search field (#683)
Fixes: #445
2020-08-02 11:40:38 +05:30
Karan TakalkarandGitHub 571f71192c feat: view bulk imports page (#637)
Fixes: #633
2020-07-28 12:44:00 +05:30
Karan TakalkarandGitHub 9c15545cd4 feat: add create client page (#1153)
Fixes: #215
2020-07-24 16:32:58 +05:30
Abhijeet SinghandGitHub 6b69112b25 fix: add cursor pointer style on mat-table (#650)
Fixes: #648
2020-05-12 10:49:13 +05:30
Jivjyot SinghandAbhay Chawla 504a14b968 refactor(clients): clients list page
- use statuslookup.pipe to set styles to represent status of the client
- add button to import client and create client
- add server side pagination
- toggle show closed clients in table
2019-12-01 23:20:51 +03:00
Jivjyot SinghandAbhay Chawla 1916e67062 feat: add clients view page
- add client view page
- add general tab 
- add status lookup pipe to store styles based on status
- add accounts filter pipe to filter accounts
- add status related colors in _color.scss

Fixes: #216
2019-12-01 23:20:51 +03:00
Meet PatelandAbhay Chawla ff77528990 refactor: add 'mobile' and 'gender' columns in client list (#354)
Fixes: #79
2019-01-03 01:57:01 +05:30
Anwesh NayakandGitHub af9c18b532 fix for clients (#239) 2018-07-28 19:37:10 +05:30
Anwesh NayakandGitHub 63925a37c3 feat(client): POST client address && fix(client): fixed sorting and pagination in view clients (#115)
* feat(client): POST client address && fix(client): fixed sorting and pagination in view clients
2018-07-11 06:01:03 +05:30
Anwesh NayakandGitHub 9f1df583a5 feat: view client layout implemented (#93)
* view client layout implemented
2018-07-04 07:30:25 +05:30
Anwesh NayakandGitHub d287dd60c0 feat: view clients layout added (#76)
* Fetch all clients from mifos api
2018-06-29 04:29:54 +05:30
Anwesh NayakandGitHub fea2997a7d refactor: angular material components export from common module & feat: css helper classes added (#57)
* angular material export in common module

* css helper class added
2018-06-24 02:31:52 +05:30
abhay_1806 fc7ae1d0ba feat: add app shell (angular-material)
Add app shell built using angular-material and flex-layout. Refractor
code due to configuration changes.

Fixes #52
2018-06-23 20:06:32 +05:30
Abhay ChawlaandGitHub 052568bba6 fix: multiple usage of app header (#48)
Remove multiple usage of app header component and use the shell component
to route with shell, loading the header only once initially.

Fixes #47
2018-06-15 00:21:22 +05:30
Anwesh NayakandGitHub ed7aeffe53 Client layout design (#10)
* client layout design
2018-06-01 21:00:23 +05:30
anweshknayak 5eedfa13bd initial codebase 2018-05-28 21:01:27 +05:30