Commit Graph
45 Commits
Author SHA1 Message Date
keshav 7b895a0e2b feat: add KYC document renewal alerts, Aadhaar/PAN exceptions, and AML recurring alerts UI; remove old journal AML marking
build-run / Run Lint, Build and Deploy (push) Canceled after 0s
Publish Image in Docker Hub / build (push) Canceled after 0s
Playwright E2E Tests / Run Playwright Tests (push) Canceled after 0s
Tests / testRigor (push) Canceled after 0s
2026-08-11 11:11:18 +05:30
niteshandClaude Sonnet 5 56f13ade67 fix(clients): latest-identifier ordering for KYC docs, show client ID in list
Repeat KYC document uploads create a new client_identifier row rather than
updating in place, so loadExistingKycIdentifier() must prefer the newest
matching row instead of the first one returned by the API. Also swap the
Clients list "Account No." column to show the client's numeric ID instead.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-29 11:32:41 +05:30
AdityaandClaude Opus 4.7 52e3395345 feat: client extra fields + KYC home-visit & video-KYC dialogs
- Add Education Level, Degree/Qualification, Religion, Social Category dropdowns (individual clients) with dependent filtering on the create/edit/preview/view flows
- Add Agriculture Income & Non-Agriculture Income fields under Financial & Classification
- Gate Save with a Verify Client alert dialog when sanctions screening is not yet performed
- Trim Office Name and CKYC Number columns from clients list; widen table to fill container
- Remove DIP/Screening log IDs from preview and personal-data tabs
- Rename "Branch Visit" to "Home Visit" across KYC management
- Wire Take Action: open dedicated dialogs for Schedule Home Visit (officer + datetime) and Send Video KYC link (channels + officer + 48h expiry + session preview)
- Migrate Signatory and Guardian image dialogs to inject() for prefer-inject lint rule

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 16:36:58 +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