Commit Graph
35 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
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2026-08-11 11:11:18 +05:30
nitesh f687e1808d fix(http): stop surfacing background/enrichment-fetch failures as error toasts
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Two related cases where ErrorHandlerInterceptor's global toast fired even
though the calling component already recovers gracefully on its own:

- GET /kyc/risk-rules 404ing (e.g. not yet deployed on a given backend)
  popped a raw "Http failure response ... 404" toast on the Create Client
  page, even though client-general-step already falls back to an empty
  rule set and a default risk category when this call fails.

- The Clients list page fires several per-row background calls
  (client data/KYC/address, for every visible row) plus the main search —
  each already had its own catchError/error handling, but the
  interceptor's 500 branch had no silencing path at all (only 403/404 did,
  and only for a fixed set of known-optional URLs), so any backend
  hiccup there spammed "Internal Server Error" toasts on top of an
  otherwise-working page.

Added a SILENT_HTTP_ERROR HttpContextToken so a caller can opt a specific
request out of the toast for every status code (not just 403/404) when it
already handles failure itself — threaded as an optional `silent` param
through ClientsService's searchByText/getClientData/getClientKyc/
getClientAddressData (default false, so no other of their ~50+ call sites
change behavior) and set from ClientsComponent's list-page calls. The
risk-rules endpoint was simpler: just added to the interceptor's existing
URL-based silent-request list alongside client images/KYC/pending-edits.
2026-07-30 13:41:28 +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
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
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
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
6bba522108 Fix datatable multirow multiple selection and deletion (#1764)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-06-06 21:54:13 -06:00
Arnold GalovicsandArnold Gálovics 8bee3f2f51 FINERACT-1724: Reloading clients list after sorting or filtering 2023-05-24 11:43:00 +02:00
Arnold GalovicsandArnold Gálovics d7f5052d1b FINERACT-1724: Avoiding double loading of client list for Clients screen 2023-05-24 11:10:26 +02:00
Arnold GalovicsandArnold Gálovics 01ff5e8dd8 FINERACT-1724: Clients screen resetting the paginator after search 2023-05-24 10:57:26 +02:00
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
9d19d1b061 Enhancement for accounting view in back button (#1618)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-01-02 23:40:47 -06:00
5275657752 Savings account actions missed (#1611)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2022-12-30 18:41:17 -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
Jose Alberto HernandezandArnold Gálovics c046ea415a Clients list was not showing clients by status 2022-06-15 16:31:12 +02:00
Karan TakalkarandGitHub 3e21227056 build: update to angular-v9.1.12 (#1215)
Fixes: #1216
2020-08-23 14:21:17 +05:30
Benura AbeywardenaandGitHub 6a47a69007 feat: add clients search field (#683)
Fixes: #445
2020-08-02 11:40:38 +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 963ec68527 refactor: Clients Module
- refactors clients-routing.module.ts for dynamic breadcrumbs.
- refactors clients.service.ts to use HttpClient
- adds resolver to load client data
- removes partially implemented components

fixes: #409
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_1806 b1c2d6d98e build: update dependencies
Update dependencies and configure the app for angular material and flex
layout.

Fixes #44
2018-06-23 20:06:32 +05:30
anweshknayak 5eedfa13bd initial codebase 2018-05-28 21:01:27 +05:30