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Release/1.0.7 prepare (#93)
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FBR-299 - Add or remove member from group prequalification
FBR-292 - Error when they tried to create a new prequalification group
FBR-291 - As a user, i would like to see the prequalification menu under client menu instead of organizations
FBR-288 - Add remove button from the New Prequlification Screen
FBR-286 - Integrate the Hard Policy Checklist to the workflow
FBR-281 - Add "Documentation" Tab to the customer
FBR-280 - Add missing client contact information
FBR-275 - Add fields for the customer info
FBR-274 - Add m_sector_economico and m_actividad_economica tables
FBR-251- Como facilitador, quiero utilizar el menú precalificación crédito chanim, paralelo y individual
FBR-220 - refactor and edit existing prequalifications
FBR-142 - Asignación de responsables por estructura Fiter
FBR-117 - Tabla de préstamos
FBR-116 - actualización de reporte de mora
FBR-115 - Reestructuras de Créditos
FBR-114 - Refinanciamiento y/o ampliación
FBR-104 - En Tasa Flat, complemento de cobro de intereses en la primera cuota
FBR-36 - Simulation of payments for collection
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@leonardohildt
leonardohildt authored Sep 8, 2023
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1 change: 1 addition & 0 deletions README.md
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Expand Up @@ -176,3 +176,4 @@ https://docs.google.com/document/d/1oXQ2mNojyDFkY_x4RBRPaqS-xhpnDE9coQnbmI3Pobw/
Please read the <a href="https://github.com/openMF/community-app/blob/develop/Contributing.md" >contribution guidelines</a>

Note: This application will hit the demo server by default.

95 changes: 94 additions & 1 deletion app/global-translations/locale-en.json
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Expand Up @@ -79,6 +79,7 @@
"label.heading.recurringaccoverview": "Recurring Deposits Overview",
"label.heading.members": "Members",
"label.heading.confirm": "Confirm",
"are.you.sure": "Are you sure you want to ",
"label.confirm.group.transfer": "Confirm Group Transfer",
"label.heading.attendance": "Attendance",
"label.heading.comments": "Comments",
Expand All @@ -104,6 +105,20 @@
"label.heading.user": "User",
"label.heading.loan": "Loan",
"label.input.paidloans": "Paid Loans",
"label.input.othernames": "Other Names",
"label.input.maidenname": "Maiden/Married Name",
"label.input.groupno": "Group Number",
"label.input.groupmember": "Group Member",
"label.input.statusingroup": "Status In Group",
"label.input.retirementreason": "Retirement Reason",
"label.input.civilstatus": "Civil Status",
"label.input.education": "Education",
"label.input.ethinicity": "Ethinicity",
"label.input.nationality": "Nationality",
"label.input.languages": "Languages",
"label.input.economicsector": "Economic Sector",
"label.input.economicactivity": "Economic Activity",
"label.input.familyreference": "Family Reference",
"label.heading.principal": "Principal",
"label.heading.amount": "Amount",
"label.heading.date": "Date",
Expand Down Expand Up @@ -209,6 +224,7 @@
"label.heading.createdby": "Created By",
"label.heading.campaign": "Campaign",
"label.heading.isactive": "Status",
"label.heading.noactiveloans": "No Active Loans found for this client",
"#Menu Links": "..",
"label.menu.selectloanofficer": "Select Staff",
"label.menu.selectone": "Select One",
Expand Down Expand Up @@ -276,6 +292,9 @@
"label.input.closuredate": "Closure date",
"label.input.closurereason": "Closure reason",
"label.input.description": "Description",
"label.input.observations": "Observations",
"label.input.document.purpose": "Document Purpose",
"label.heading.contact.information": "Contact Information",
"label.input.repeat": "Repeat",
"label.input.comments": "Comments",
"label.input.closurereasons": "Closure reasons",
Expand Down Expand Up @@ -393,6 +412,26 @@
"label.button.postdividends": "Post Dividends",
"label.button.proceed": "Proceed",
"label.button.addAddress": "Add Address",
"label.button.hardpolicychecklist": "Hard Policy Checklist",
"label.heading.hardpolicychecklist": "Hard Policy Checklist",
"label.heading.clientshardpolicychecklist": "Clients Hard Policy Checklist",
"label.button.createhardpolicychecklist": "Create Checklist",
"label.button.edithardpolicychecklist": "Edit Checklist",
"label.heading.newclientcategorization": "New Client Categorization",
"label.heading.recurringcustomercategorization": "Recurring Customer Categorization",
"label.heading.mandatoryphotograph": "Mandatory Photographs",
"label.heading.clientage": "Client Age",
"label.heading.noOfMembersAccordingToPolicy": "No. Of Members According To Policy",
"label.heading.minAndMaxAmount": "Minimum and Maximum Amount",
"label.heading.disparityOfValues": "Disparity of Values",
"label.heading.percentageOfMembersStartingBusiness": "% Of Members Starting Business",
"label.heading.percentageOfMembersWithTheirOwnHome": "% Of Members with their own home",
"label.heading.chairmanOfTheBCBoardOfDirectors": "Chairman of The BC Board Of Directors",
"label.heading.overallCondition": "Overall Condition",
"label.heading.categoriesOfClientToAccept": "Categories of Clients to Accept",
"label.heading.requestedAmount": "Requested Amount",
"label.heading.addEndorsement": "Add Endorsement",
"label.heading.paymentsOutsideCurrentTerm": "Payments Outside Current Term",
"#Misc Labels": "..",
"label.uniquelyidentifiedwithid": "Uniquely identified with ID",
"label.belongsto": "Belongs To",
Expand Down Expand Up @@ -732,6 +771,7 @@
"label.heading.clientclosed": "Client Closed",
"label.heading.clientrejected": "Client Rejected",
"label.heading.withdrawn": "Client Withdrawn",
"label.heading.creditrestructure": "Credit Restructuring",
"#Anchors": "..",
"label.anchor.clients": "Clients",
"label.anchor.createclient": "Create Client",
Expand All @@ -756,7 +796,8 @@
"label.input.selectexcelfile": "Select Excel file",
"label.input.documenttype": "Document Type",
"label.input.uniqueidentification": "Unique ID Number",
"label.input.mobilenumber": "Mobile number",
"label.input.mobilenumber": "Cell Phone",
"label.input.homeNumber": "Home Phone",
"label.input.client.activationdate": "Activation date",
"label.input.client.creationdate": "Creation date",
"label.input.rejectiondate": "Rejection date",
Expand Down Expand Up @@ -2345,6 +2386,9 @@
"savingsAccountStatusType.invalid": "Invalid status",
"savingsAccountStatusType.submitted.and.pending.approval": "Submitted and pending approval",
"savingsAccountStatusType.approved": "Approved",
"restructure.status.approved": "Approved",
"restructure.status.rejected": "Rejected",
"restructure.status.pending": "Pending",
"savingsAccountStatusType.active": "Active",
"savingsAccountStatusType.withdrawn.by.applicant": "Withdrawn by applicant",
"savingsAccountStatusType.rejected": "Rejected",
Expand Down Expand Up @@ -3872,6 +3916,7 @@
"label.input.multidisburseloan": "Enable Multiple Disbursals",
"label.input.maxtranchecount": "Maximum Tranche count",
"label.input.outstandingloanbalance": "Maximum allowed outstanding balance",
"label.input.outstandingloanbalance": "Maximum allowed outstanding balance",
"validation.msg.loanproduct.interestType.not.equal.to.specified.number": "Flat interest type is not allowed for multi disburse loan ",
"validation.msg.loanproduct.outstandingLoanBalance.not.zero.or.greater": "Max outstanding balance must be a positive Amount",
"validation.msg.loanproduct.maxTrancheCount.cannot.be.blank": "Tranche count must be provided",
Expand Down Expand Up @@ -4609,5 +4654,53 @@
"label.heading.loanTotalRepayment": "Paid",
"label.heading.loanTotalOverdue": "Overdue",
"label.heading.groupNumberOfClients": "Customers",
"label.heading.portfolioHeader": "Portfolio: ",
"label.heading.agencyName": "Agency",
"label.heading.portfolioplanning": "Portfolio Planning",
"label.heading.planningDate": "Date",
"label.heading.planningDay": "Day",
"label.heading.meetingStartTime": "Hour",
"label.heading.portfolioCenter": "Center",
"label.heading.centerGroupId": "Group No.",
"label.heading.centerGroupName": "Group Name",
"label.button.searchPlanning": "Search planning",
"label.input.client.area": "Area",
"label.input.client.publicservice": "Type of public services",
"label.input.client.municipal": "Municipality",
"label.input.client.housingtype": "Housing Type",
"label.input.client.department": "Department",
"label.input.residenceYears": "Years of living in the current residence",
"label.input.communityYears": "Years of living in the Community",
"label.input.village": "Village",
"label.input.referencedata": "Reference Housing Data",
"label.input.street": "Street",
"label.input.avenue": "Avenue",
"label.input.houseNumber": "House Number",
"label.input.colony": "Colony",
"label.input.sector": "Sector",
"label.input.batch": "Batch",
"label.input.square": "Square",
"label.input.zone": "Zone",
"label.input.lightDeviceNumber": "Light Device Number",
"error.msg.loan.existing.active.loan.product": "This loan could not be disbursed as this client or group already has an active loan for the product `{{params[0].value}}`.",
"label.button.futurepayment": "Future Payment",
"label.heading.loan.futurepayments": "Loan Future Payments",
"label.anchor.futurepayment": "Future Payments",
"label.input.partialPayment": "Partial",
"label.input.fullPayment": "Full",
"label.button.process": "Process",
"label.input.bank.agreements": "Bank agreements",
"label.anchor.futurepayment.details": "Details of payment simulation",
"label.heading.futurepayment.code": "Payment code",
"label.heading.futurepayment.principal": "Principal",
"label.heading.futurepayment.interest": "Interest",
"label.heading.futurepayment.lateinterest": "Late interest",
"label.heading.futurepayment.totalamount": "Total",
"label.heading.futurepayment.availableguarantee": "Available guarantee",
"label.heading.futurepayment.bank": "Bank",
"label.heading.futurepayment.agreement": "Agreement",
"label.heading.prequalification.validation.result": "Group Hard Policies Validation Result",
"label.heading.hard.policy.status": "Hard Policy",
"label.input.streetNumber": "Street No.",
"----End---": "--End of file--- "
}
51 changes: 48 additions & 3 deletions app/global-translations/locale-es.json
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Expand Up @@ -220,6 +220,7 @@
"label.heading.createdby": "Creado por",
"label.heading.campaign": "Campaña",
"label.heading.isactive": "Estado",
"label.heading.noactiveloans": "No se encontraron préstamos activos para este cliente",
"label.menu.selectloanofficer": "Seleccione personal",
"label.menu.selectone": "Seleccione uno",
"label.menu.constitution": "Seleccione Constitución",
Expand All @@ -240,8 +241,8 @@
"label.anchor.importoffices": "Oficinas",
"label.anchor.editpermissions": "Editar permisos",
"label.input.name": "Nombre",
"label.input.firstname": "Nombre",
"label.input.lastname": "Apellido(s)",
"label.input.firstname": "1er Nombre",
"label.input.lastname": "2do Nombre",
"label.input.middlename": "2.º nombre:",
"label.input.fathername": "Nombre de padre",
"label.input.qualification": "Calificación",
Expand Down Expand Up @@ -270,6 +271,7 @@
"label.input.closuredate": "Fecha de cierre",
"label.input.closurereason": "Motivo de cierre",
"label.input.description": "Descripción",
"label.input.observations": "Observacaiones",
"label.input.repeat": "Repetir",
"label.input.comments": "Comentarios",
"label.input.closurereasons": "Motivos de cierre",
Expand Down Expand Up @@ -375,6 +377,8 @@
"label.button.postdividends": "Post Dividendos",
"label.button.proceed": "Continuar",
"label.button.addAddress": "Agregar dirección",
"label.button.hardpolicychecklist": "Check list de políticas duras",
"label.heading.hardpolicychecklist": "Check list de políticas duras",
"label.uniquelyidentifiedwithid": "Exclusivamente identificado con Id",
"label.belongsto": "Pertenece a",
"label.memberof": "Miembro de",
Expand Down Expand Up @@ -565,6 +569,7 @@
"label.heading.primaryemail": "Correo electrónico principal",
"label.heading.categoryname": "Nombre de la categoría",
"label.heading.contract": "Contrato",
"label.heading.creditrestructure": "Reestructuras de Créditos",
"label.menu.office": "Oficina",
"label.anchor.startpage": "Página de inicio",
"label.anchor.homepage": "Página principal",
Expand Down Expand Up @@ -1452,6 +1457,7 @@
"label.input.mobile": "Móvil",
"label.input.residence": "Residencia",
"label.input.purpose": "Propósito",
"label.input.document.purpose": "Finalidad del documento",
"label.input.syncrepaymentswithmeeting": "Sincronizar reembolsos con la reunión",
"label.input.syncdisbursementdatewithmeeting": "Sincronizar fecha de desembolso con la reunión",
"label.input.loanterm": "Plazo del préstamo",
Expand Down Expand Up @@ -1980,6 +1986,21 @@
"label.input.dividendperiodenddate": "Dividendo Fecha De Inicio Del Período",
"label.input.dividendamount": "Cantidad de dividendo",
"label.input.todaysprice": "Hoy Precio",
"label.input.familyreference": "Refencia Familiar",
"label.input.loancycle": "Ciclo de Préstamo",
"label.input.othernames": "otros nombres",
"label.input.maidenname": "Apellido de casada",
"label.input.groupno": "Grupo No.",
"label.input.groupmember": "Miembro de Grupo",
"label.input.statusingroup": "Estado Miembro de Grupo",
"label.input.retirementreason": "Razón de Retiro",
"label.input.civilstatus": "Estado Civil",
"label.input.education": "Educación",
"label.input.ethinicity": "Etnicidad",
"label.input.nationality": "Nacionalidad",
"label.input.languages": "Idioma(s)",
"label.input.economicsector": "Sector Economico",
"label.input.economicactivity": "Actividad Economica",
"label.button.undo": "Deshacer",
"label.button.modifyapplication": "Modificar solicitud",
"label.button.withdrawnbyclient": "Retirado por el cliente",
Expand Down Expand Up @@ -2162,6 +2183,10 @@
"savingsAccountStatusType.invalid": "Estado no válido",
"savingsAccountStatusType.submitted.and.pending.approval": "Presentado y pendiente de aprobación",
"savingsAccountStatusType.approved": "Aprobado",
"restructure.status.approved": "Aprobado",
"restructure.status.rejected": "Rechazado",
"restructure.status.pending": "Pendiente",
"are.you.sure": "Estás seguro que quieres ",
"savingsAccountStatusType.active": "Activo",
"savingsAccountStatusType.withdrawn.by.applicant": "Retirado por solicitante",
"savingsAccountStatusType.rejected": "Rechazado",
Expand Down Expand Up @@ -2640,7 +2665,7 @@
"Customer Identifier": "Identificador de cliente",
"LoanCollateral": "Garantía del préstamo",
"LoanPurpose": "Propósito del préstamo",
"Gender": "Sexo",
"Gender": "Género",
"YesNo": "Sí o no",
"GuarantorRelationship": "Relación de garante",
"AssetAccountTags": "Etiquetas de activos de cuenta",
Expand Down Expand Up @@ -4292,5 +4317,25 @@
"label.heading.loanTotalRepayment": "A Cobrar",
"label.heading.loanTotalOverdue": "Mora",
"label.heading.groupNumberOfClients": "Clientes",
"label.heading.prequalification.validation.result": "Resultado de validación de Politicas Duras Grupal",
"label.heading.hard.policy.status": "Politica Dura",
"label.input.residenceYears": "Años de residir vivienda actual",
"label.input.communityYears": "Años de vivir en la Comunidad",
"label.input.client.area": "Vive en área",
"label.input.client.housingtype": "Tipo de vivienda",
"label.input.client.publicservice": "Tipo de servicios públicos",
"label.input.client.department": "Departamento",
"label.input.client.municipal": "Municipio",
"label.input.village": "Aldea o Cantón",
"label.input.referencedata": "Datos de referencia para localizar la vivienda",
"label.input.avenue": "Avenida",
"label.input.streetNumber": "No. De casa",
"label.input.colony": "Colonia",
"label.input.sector": "Sector",
"label.input.batch": "Lote",
"label.input.square": "Manzana",
"label.input.zone": "Zona",
"label.input.lightDeviceNumber": "No. Contador Luz",
"label.heading.contact.information": "Datos de Contacto",
"----End---": "---Fin del archivo---"
}
19 changes: 15 additions & 4 deletions app/scripts/controllers/client/ClientDocumentController.js
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@@ -1,15 +1,19 @@
(function (module) {
mifosX.controllers = _.extend(module, {
ClientDocumentController: function (scope, location, resourceFactory, http, routeParams, API_VERSION, Upload, $rootScope) {
ClientDocumentController: function (scope, location, resourceFactory, http, routeParams,dateFilter, API_VERSION, Upload, $rootScope) {
scope.clientId = routeParams.clientId;
scope.onFileSelect = function (files) {
scope.formData.file = files[0];
};

scope.submit = function () {
let dateCreated = dateFilter(scope.formData.dateCreated, scope.df);

Upload.upload({
url: $rootScope.hostUrl + API_VERSION + '/clients/' + scope.clientId + '/documents',
data: { name : scope.formData.name, description : scope.formData.description, file: scope.formData.file},
data: { name : scope.formData.name, description : scope.formData.description, file: scope.formData.file,
documentType: scope.formData.documentType,documentPurpose: scope.formData.documentPurpose,
dateCreated: dateCreated, locale : scope.optlang.code, dateFormat : scope.df},
}).then(function (data) {
// to fix IE not refreshing the model
if (!scope.$$phase) {
Expand All @@ -19,12 +23,19 @@
});
};

resourceFactory.codeValueNameResource.getAllCodeValues({codeName: "Document Type"}, function (data) {
scope.documentTypes = data;
});

resourceFactory.codeValueNameResource.getAllCodeValues({codeName: "Document Purpose"}, function (data) {
scope.documentPurposes = data;
});
resourceFactory.codeValueResource.getAllCodeValues({codeId: 34}, function (data) {
scope.documenttypes = data;
scope.allowedDocumentTypes = data;
});
}
});
mifosX.ng.application.controller('ClientDocumentController', ['$scope', '$location', 'ResourceFactory', '$http', '$routeParams', 'API_VERSION', 'Upload', '$rootScope', mifosX.controllers.ClientDocumentController]).run(function ($log) {
mifosX.ng.application.controller('ClientDocumentController', ['$scope', '$location', 'ResourceFactory', '$http', '$routeParams','dateFilter', 'API_VERSION', 'Upload', '$rootScope', mifosX.controllers.ClientDocumentController]).run(function ($log) {
$log.info("ClientDocumentController initialized");
});
}(mifosX.controllers || {}));
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