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Feat/beneficiaries#4

Merged
Pinchez25 merged 88 commits intodevelopfrom
feat/beneficiaries
Apr 15, 2025
Merged

Feat/beneficiaries#4
Pinchez25 merged 88 commits intodevelopfrom
feat/beneficiaries

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@Pinchez25 Pinchez25 commented Mar 28, 2025

User description

Thank you for contributing to Mifos web self-service.

##Description
Describe the changes that were made.

##Related issues and discussion
-{Issue Number}

##Screenshots/GIFs, if any:


PR Type

Enhancement, Bug fix, Tests, Documentation


Description

  • Introduced new features for document and survey management:

    • Added Documents and Surveys modules with controllers, templates, and services.
    • Enabled document upload, download, and deletion functionalities.
    • Implemented survey listing, selection, and submission workflows.
  • Enhanced user experience and error handling:

    • Added toast notifications for success, error, and warning messages.
    • Improved form validation and error display across login, registration, and beneficiary forms.
    • Updated dashboard to handle undefined data gracefully and display default values.
  • Refactored and improved UI components:

    • Updated sidenav with new icons and added navigation for Documents and Surveys.
    • Enhanced beneficiary management with account type selection and validation.
    • Added a detailed Profile view with personal and account information.
  • Updated styles and configurations:

    • Added new SCSS files for toast notifications and profile styling.
    • Improved layout and design consistency across components.

Changes walkthrough 📝

Relevant files
Enhancement
19 files
index.html
Updated application title and meta description.                   
+2/-2     
login.html
Added form error display for login failures.                         
+6/-0     
register.html
Enhanced registration form with error handling.                   
+6/-0     
verification.html
Added instructions for email verification.                             
+4/-0     
beneficiaries-add.html
Improved beneficiary form with account selection.               
+37/-4   
beneficiaries-list.html
Enhanced beneficiary list with error handling and empty state.
+75/-50 
main.html
Updated sidenav with new navigation items and icons.         
+19/-4   
profile.html
Added detailed profile view template.                                       
+75/-0   
surveys.html
Added survey listing template.                                                     
+61/-0   
take-survey.html
Added template for taking surveys.                                             
+69/-0   
documents-list.html
Added document list template for management.                         
+48/-0   
upload-dialog.html
Added upload dialog template for documents.                           
+39/-0   
app.routes.js
Added routes for documents, surveys, and profile.               
+32/-10 
_custom.scss
Added styles for toast notifications and form errors.       
+320/-0 
_toast.scss
Added SCSS for toast notifications.                                           
+58/-0   
profile.scss
Added SCSS for profile view styling.                                         
+74/-0   
documents-list.component.js
Added controller for managing document operations.             
+181/-0 
surveys.component.js
Added controller for managing surveys.                                     
+64/-0   
take-survey.component.js
Added controller for survey selection and submission.       
+138/-0 
Bug fix
1 files
dashboard.html
Updated dashboard to handle undefined data gracefully.     
+5/-5     
Additional files
21 files
login.component.js +11/-4   
register.component.js +13/-15 
verification.components.js +2/-0     
beneficiaries-add.component.js +63/-9   
review-beneficiary-dialog.component.js +7/-13   
beneficiaries-edit.component.js +2/-0     
beneficiaries-list.component.js +18/-1   
beneficiaries.service.js +4/-0     
main.component.js +8/-0     
profile.component.js +46/-0   
dashboard.component.js +11/-9   
loan-application.component.js +4/-2     
savings-application.component.js +4/-2     
shares-application.component.js +15/-11 
surveys.service.js +30/-0   
review-tpt-dialog.component.js +2/-0     
tpt.component.js +1/-0     
review-transfer-dialog.component.js +2/-0     
transfers.component.js +1/-0     
upload-documents.component.js +68/-0   
upload-documents.service.js +69/-0   

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  • Check out the documentation for more information.
  • …sistency across login, loan, savings, and shares application components
    …and default values for account data, improving robustness against undefined data
    …ncluding loading surveys and handling user interactions
    …ommented-out code and cleaning up validation checks
    … including content and action customisations
    Pinchez25 added 29 commits April 1, 2025 11:22
    …th validation and user feedback through toast notifications. Add form handling for password reset requests and verification.
    …tion. Introduce an info banner for registered accounts, implement password strength requirements, and improve error messages for email and password fields.
    …eedback. Implement password confirmation validation, update success messages, and ensure form resets correctly after submission.
    …confirmation checks. Update error messages for improved user feedback.
    …rity and maintainability. Update registration process to use a structured object for user details.
    …nt. Include success and error classes for improved user experience.
    …successful registration instead of login. This change enhances the user flow by directing users to the next step in the registration process.
    …or improved user experience. This includes the forgot password, registration, and verification components, enhancing usability by preventing autofill issues.
    … retrieval method. The editSurvey function allows navigation to the edit survey page, while the survey retrieval method now fetches the latest client survey submissions.
    …e loading/error messages. Modify table headers for clarity, changing 'Created By' to 'Submitted By' and 'Date/Time' to 'Submission Date'. Add edit button for survey submissions.
    …ys.service.js. Introduced getLatestClientSurveySubmissions and getClientSurveySubmission for fetching data, and updateSurvey for modifying existing submissions with formatted timestamps.
    …nted methods for loading surveys, submitting responses, and handling existing submissions. Introduced component grouping for questions and integrated toast notifications for user feedback during operations.
    …onses. Includes loading indicators, error handling, and response submission functionality.
    …s. Added $mdDialog for user confirmation when a survey has already been submitted, and implemented loadExistingResponses function to retrieve previous answers. Updated submitSurvey method to handle both new submissions and updates, with appropriate user feedback through toast notifications.
    …eedback. Added a banner for already submitted surveys, enhanced loading and error messages, and adjusted response handling for radio buttons. Updated submit button text to reflect editing context.
    …r survey submissions. Added new method to retrieve the latest survey response and refactored existing methods to ensure required parameters are validated before making HTTP requests. Updated scorecard values processing to ensure correct formatting.
    …ty to load existing survey responses and set selected response IDs for questions. Enhanced submission process to include selected responses and improved error handling for loading existing responses.
    …ctionality to display a banner for already submitted surveys, manage editing state, and handle loading of existing responses. Improved error handling for survey status checks.
    …r. Changed the icon to 'info' and added an option to edit existing responses directly from the banner. Improved user interaction by providing clear actions for editing or dismissing the banner.
    @Pinchez25 Pinchez25 merged commit 5904632 into develop Apr 15, 2025
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