Commit Graph
303 Commits
Author SHA1 Message Date
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 ab01111424 fix: add host centering and !important on dark gradient for client header
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 00:44:08 +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 0d1429515a fix: align file upload zone with form field in identifier dialog
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 00:11:59 +05:30
AdityaandClaude Opus 4.6 97f30ac3c1 feat: redesign all dialogs, file upload, address/nominee/identifier tabs
- File upload: compact dashed zone (54px height), inline icon+filename+change
- Dialogs: no scroll, rounded close button (red on hover), 700px width
- Identifier dialog: 2-column grid, section divider, outline fields
- Nominee: new NomineeDialogComponent popup (replaces page navigation)
- Address tab: card panels, status badges, 3-column grid
- Nominee tab: accordion with badges, 3-column grid
- Shared form dialog: outline fields, fixed close button

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 00:09:59 +05:30
AdityaandClaude Opus 4.6 1ff256d220 feat: redesign Personal Data tab — card sections with grid layout
- Each section in a bordered card with icon header (Personal Info, Account, Contact, Classification, Dates, Status)
- 4-column grid layout with cell borders and hover effects
- Monospace font for account numbers, CIF, external IDs
- Status badge with colored dot (active/closed/pending)
- Contact fields with inline icons
- Compact 10px uppercase labels, 13.5px values

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 23:41:47 +05:30
AdityaandClaude Opus 4.6 7d087e5828 feat: redesign client General tab — stat cards, styled tables, reordered sections
- Performance History: 5 color-coded stat cards with smaller fonts for full text visibility
- Card order: Total Savings, Active Savings, Loan Cycles, Active Loans, Last Loan Amount
- Section order: Saving > Upcoming Charges > Fixed Deposit > Recurring Deposit > Loan > Collateral > Shares
- Tables: dark headers, zebra striping, hover effects, rounded containers
- Styled status dots, better empty states

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 23:38:11 +05:30
AdityaandClaude Opus 4.6 bbe672b372 fix: KYC tab showing raw clientKycStatus.pending code
Extract readable label from API status code (e.g. "clientKycStatus.pending" → "Pending")

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 22:24:49 +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
Shubham KumarandGitHub 2e0d403a79 WEB-751 feat: add draw signature capability for clients (#3212) 2026-02-22 19:05:22 -06:00
Shubham KumarandGitHub e5793fa590 WEB-778 fix(clients): align activate client form layout with standard pattern (#3211) 2026-02-22 19:03:01 -06:00
Omar NabilandGitHub d7975ac855 s (#3192) 2026-02-21 23:53:59 -06:00
JaySoni1 e505f99699 WEB-769 Add text labels to Edit and Delete buttons in Family Members tab 2026-02-21 17:33:12 +05:30
Soni JayandGitHub 973484481b WEB-750 Move postal code section (#3181) 2026-02-17 14:18:03 -06:00
Gopi KishanandGitHub 3f62b33fbf Merge pull request #3070 from Omar-Nabil2/msg
WEB-637 :- Display "No Data Available" message instead of empty tables on Client General Tab
2026-02-16 04:59:41 +05:30
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
Soni JayandGitHub 3b59118e8d WEB-692 Datatables parameter is optional and must be skipped from being sent to the backend while creating a client (#3129) 2026-02-10 21:09:15 -06:00
Shubham KumarandGitHub c501bfeb8f WEB-691 fix: correct button positioning in Client Screen Reports component (#3122) 2026-02-09 18:12:48 -06:00
Shubham KumarandGitHub e8d1a1d5fe WEB-655 feat(clients): filter datatables by client subtype (Person/Entity) (#3120) 2026-02-09 17:36:27 -06:00
Omar-Nabil2 07a907955c last 2026-02-03 12:19:58 +02:00
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 fbee49b464 WEB-639: Refactor redundant boolean comparisons (#3063)
improve

improve

improve

improve
2026-01-31 07:07:59 -06:00
Soni JayandGitHub a090c1b463 fix report service loan application print icon (#3056) 2026-01-28 07:52:15 -06:00
Soni JayandGitHub 424522d750 WEB-627 Implement Report Service in the Loan Application Print Icon (#3049) 2026-01-26 15:35:17 -06:00
Soni JayandGitHub d36e2b6cb5 WEB-622 To have a button for printing a loan application (#3046) 2026-01-24 15:37:54 -06:00
Jose Alberto HernandezandGitHub d6706a5208 Merge pull request #3041 from devvaansh/WEB-619-add-comprehensive-unit-tests-for-activate-client-component
feat: add comprehensive unit tests for ActivateClientComponent
2026-01-23 12:54:07 -05:00
Devansh Vashisht a837e72bf7 feat: add comprehensive unit tests for ActivateClientComponent
- Add 21 unit tests covering all core functionality
- Test component initialization and route parameter extraction
- Test form creation and validation (required activationDate)
- Test submit logic with date formatting and locale handling
- Test navigation after successful activation
- Test edge cases (Date vs string inputs)
- All tests passing

Relates to WEB-619
2026-01-23 19:47:52 +05:30
Soni JayandGitHub 5a25359d89 WEB-598 Client Performance History doesn't render any value (#3024) 2026-01-20 13:01:47 -06:00
Shubham KumarandGitHub 654dfefdfa WEB-610: fix environment module import path to use relative path (#3022) 2026-01-20 08:03:11 -06:00
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
Soni JayandGitHub 30c33ed378 WEB-601 Create env var for hidding client data information (#3010) 2026-01-18 15:27:12 -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
Shubham KumarandGitHub 5af11fe757 WEB-494:fix: resolve template reports 404 error (#2965) 2026-01-03 16:54:20 -06:00
Jose Alberto HernandezandGitHub 24c7a994cc Merge pull request #2963 from shubhamkumar9199/fix/family-member-dialog-equal-spacing
WEB-549:fix(clients) add equal padding to family member dialog form
2026-01-02 09:35:42 -05:00
shubhamsharma9199 a6cb07cd70 WEB-549:fix(clients) add equal padding to family member dialog form 2026-01-02 19:46:30 +05:30
Shubham KumarandGitHub cad6200192 WEB-356:fix(clients): improve upload signature dialog sizing and layout (#2961) 2026-01-01 19:18:14 -06:00
Shubham KumarandGitHub 98a5af6f60 WEB-396:fix align heading and add button in address, family, and identities tabs (#2951)
Remove improper trackBy usage and fix type safety issues.
2025-12-30 20:25:24 -06:00
Soni JayandGitHub 20198d4839 WEB-531 Add money symbol for the Balance of Savings, Loan, Recurring deposits, collateral data and Shares account fields in the Client General page (#2939) 2025-12-28 09:35:49 -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
Soni JayandGitHub b096389478 WEB-522 It does not allow adding the Institution note (#2932) 2025-12-25 07:03:19 -06:00
Shubham KumarandGitHub ab4c8866c8 fix: make Print button styling consistent with Generate Report button (#2919) 2025-12-20 13:48:29 -06:00
Felix van HoveandGitHub bc220ad50c Merge branch 'dev' into angular20 2025-12-08 11:05:39 +01:00