Skip to content

feat: compliance freigabe refinements#1081

Merged
bernd2022 merged 1 commit into
developfrom
feature/compliance-freigabe-refinements
May 1, 2026
Merged

feat: compliance freigabe refinements#1081
bernd2022 merged 1 commit into
developfrom
feature/compliance-freigabe-refinements

Conversation

@bernd2022
Copy link
Copy Markdown
Collaborator

Summary

  • Hide organization-only fields in the freigabe panel for Personal accounts and force amlAccountType = 'natural person'
  • Hardcode depositLimit to 100'000 at onboarding (later adjustable via Limit Request)
  • Load clerks dynamically from support/call-queues/clerks with loading state on the "Bearbeitet von" dropdown
  • Add financialData review tab (mirrors beneficialOwner pattern)
  • Add quick links section on the compliance screen ("Aktennotiz erstellen")
  • Highlight yes_risky_business answers in the result table
  • Remove the inline LimitRequestModal from the freigabe panel

Test plan

  • Open compliance review for a Personal onboarding → org-only fields are hidden, save persists amlAccountType = 'natural person' and depositLimit = 100000
  • Open compliance review for an Organization onboarding → all fields visible, values save correctly
  • "Bearbeitet von" dropdown is disabled during initial load and populated from call-queue clerks afterwards
  • FinancialData tab shows the result table with risky-business rows highlighted
  • Quick links section on compliance screen navigates to the Aktennotiz form with today's date prefilled

- Hide org-only fields in freigabe panel for Personal accounts
- Hardcode depositLimit to 100000 at onboarding (later via Limit Request)
- Load clerks dynamically from call queues with loading state
- Add financialData review tab
- Add quick links section on compliance screen
- Highlight risky business answers in result table
@bernd2022 bernd2022 requested a review from davidleomay April 29, 2026 07:54
@bernd2022 bernd2022 marked this pull request as ready for review May 1, 2026 06:12
@bernd2022 bernd2022 requested a review from TaprootFreak as a code owner May 1, 2026 06:12
@bernd2022 bernd2022 merged commit c237697 into develop May 1, 2026
6 checks passed
@bernd2022 bernd2022 deleted the feature/compliance-freigabe-refinements branch May 1, 2026 06:12
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants