Phase2 Onboarding new clients without touching the DB

[VarshitaTP]

Phase2 Enhancement document for UserAdmin , UserFrontend , UserBackend

This document is for planned enhancement of UserAdmin , UserFrontend and UserBackend for next 2 weeks.

1. Admin

1. Marketing Story

• Prepare a detailed description about equity , debt and derivatives.

2. Frontend

1. Add Validation

• we need to add validation where it should check all fields are filled.(goal is, firebase should get updated with all 6 fields below. If any one field is missing the regestration should get failed and it should not get stored into firebase.) Even if the entry is empty , all the fields should get created in the firebase This will help in proper firebase structure maintanence.

Fields👇

Register

Personal Info

Broker

Risk Profile

Margin Distribution

Strategy

2. Trademan.ai

• [x] While Onboarding the clients the portfolio values are being uploaded with out the date. Make sure that the values are updated along with the dates.

• [x] We have to add one more field in the dict while uploading it to the firebase. The field is ' Tr_No'.

• [x] We need to add the field base capital in the accounts section. @Anand-ak7 pass the value in the json.

• [x] After edited info is saved Add success or failure Toaster message.

3. Backend

[VarshitaTP]

Phase 2 tasks are completed!Onto Phase 3