Fixed and Recurring Deposit wizards now bidirectionally sync the Product tab's
linked-account selection with the new Terms tab's Transfer-to-Savings account,
disable the Withdraw Deposit maturity instruction end-to-end, and card-style
the Transfer to Savings picker to match the existing linked-account UI. Adds
a printable FD/RD deposit certificate from the account view page, following
the existing letter-mgmt certificate pattern.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Frontend counterpart to the backend dividend rework:
- Create Dividend screen auto-computes the amount from real bank profit x officer
percentage, blocks overlapping declaration periods, and adds a Total Dividend Paid
summary card.
- View Dividend page modernized and reusable as an embedded popup from the new
cross-product "Dividend Requests" approval-center tab.
- New consolidated Dividend Dashboard: summary stats, every declaration and its
status, locked-dividend-vs-overdue-EMI matching with a proactive apply-to-loan
action, full 3-year lock history, and a maker-checker claim panel letting a clerk
split a member's unclaimed dividend across an overdue loan, savings credit, or
cash for a manager to approve.
- Menu/routing consolidated under Share > Dividend Management; removed the
now-unreachable Failed Dividend Payouts page and its home-dashboard alert once the
backend stopped needing a retry path for stuck payouts.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Systematic file-by-file audit of demo-backup against dev to find any
remaining instances of the same silent-drop pattern from the earlier
merge (git's 3-way auto-resolve keeping demo-backup's side wherever it
had independently touched nearby lines, even when dev's side was a
genuine, unrelated addition). Restored:
- clients.module.ts: missing ClientFamilyMemberChildDialogComponent
registration (component existed but was never wired in)
- client-family-member-dialog: full children-management flow (checkbox,
form array, child dialog integration, view/edit summary blocks)
- edit-client: FIR-exception flow for inaccessible old mobile numbers,
and a hardened detectSensitiveFieldChanges() (null-guard, phone-digit
normalization, dirty-checked comparisons to avoid false-positive
Verify-Contact-Change prompts)
- shell.component.ts: withdrawal-review URL matcher extended to cover
the Share Withdrawal Request review route
- fiu.component.html: AML alert status filter and monthly CTR reports
table UI (backing logic already existed unused in the .ts)
- Shares module: Passbook tab (component existed but had no route or
tab link), running-balance/resolution columns on the transactions
tab, subscript-sizing fixes and a pill-style filter-bar redesign on
Share Holders
- Savings/Share product accounting steps: Payment-Channel-to-Fund-
Source mapping section, and Share Reference account restructuring
- pending-client-edits: email status badges + "View Email" button
(dialog component existed but nothing on this list triggered it)
Everything else that still differs from dev was individually verified
as either demo-backup's own independent work (Investment/Loan
Origination/NPA/RBI-OSS modules, the Approval Center tab-nav redesign,
AML/compliance review features, bank-name rebrand in demo seed data)
or purely cosmetic formatting differences — left untouched.
Reverts all commits pushed to demo today (a5124ca3, 858c277a, a1a50ab8,
f72abb09, fcf66657) back to f8c532f7 as a single forward commit, without
rewriting history. All reverted content (Share Withdrawal/Closure feature,
TDS reports, KYC exception tracking, client-edit-email-dialog, form121 tab,
search-select) remains intact on dev and was verified identical before
this revert.
Clerk submits a governed share redemption request (shares, Board Resolution
No., Meeting Date, settlement Payment Type); Bank Manager reviews with a
live backend-validated checklist (account/GL state, not just submit-time
snapshot) before approving, which redeems the shares and settles the
linked savings account in one transaction. Adds a Passbook tab to the
Share Account view, a reusable search-select control, and a Savings
Product "Map Payment Types to Specific Funds" fund-source override (only
Loan Products had this before) so settlement can be GL-mapped correctly.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Add Share Collection screen under Cashier menu for cash pre-collection
before share account activation; posts Dr Cash Vault, Cr Share Sundry,
Cr Income GL entries with duplicate-collection guard
- Restore all 4 GL mappings (Assets, Liabilities, Income, Equity) in Share
Product accounting step with pill-style savings-product UI
- Remove Multiples section from Share Product currency step; default
Decimal Places to 2
- GET /cashier/sharecollection/:id endpoint for collection status check
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
letter-mgmt (new module):
- Notice page: overdue loan list with filters, KPI strip, bulk actions,
call disposition logging (Promise-to-Pay, Not Reachable, etc.), Speed
Post dispatch dialog with consignment + post-office tracking,
PDF preview + download, call-contact dialog with primary / alt /
family / nominee numbers and per-contact disposition history.
- Certificates: Loan Interest, Share, Balance, Form 60 (no-PAN flow),
Form 15G/H (auto age-based), Hypothecation, NOC - each with shared
preview dialog (six tone variants) and jsPDF generator using a
common letterhead / summary-grid / signature-seal helper.
digital:
- IMPS module: report (P2A/P2P/Aadhaar tabs) + entry form with
MMID/mobile lookup, NPCI switch resolve-to-A/C+IFSC BANL flow,
sender autocomplete, hide sender field for P2P/Aadhaar, charges +
18% GST + waive checkbox, per-sender today-only history dialog.
- UPI report with app-mix tab and full transaction filtering.
- ATM/POS/ECOM hub with three ticket cards routing to today/status/cycle.
- NEFT/RTGS entry: sender-account autocomplete, charges + GST + waive,
field reorder (sender before amount), NEFT cap / RTGS floor
validation, History button opening per-sender today's transactions.
- NEFT/RTGS report: horizontal-bar trend leaderboard replacing tall bars.
shell + theme:
- Header redesigned with IBM Plex Sans 12/500 typography, 11-column grid
per row, top-accent hover indicator, bordered cells via grid-gap.
- Live KPI ticker below menu (CASH, TXN TODAY, CLEARING IN/OUT, NPA,
CASA, CD RATIO, RBI CIRC, REPO) with marquee scroll, pause-on-hover,
brand-blue gradient, amber bottom strip, pulsing red LIVE chip.
- Sidebar 'KYC Management' -> 'KYC & ReKYC Management'.
- Letter Mgmt / certificate menu items wired with green icon hints for
items that have a working page.
access-control:
- MFA card layout compacted; method header inlines back button + title.
icons:
- Register faTruck/TruckFast, faEllipsisV/H, faCommentDots.
- Add IBM Plex Sans Google Fonts import to index.html.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- 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>
- Current Account module with full CRUD, transactions, charges, hold/release, block/unblock
- Current Products management under Products module
- DIP mobile number verification with real API call to /lookup/check
- Sanctions verification dialog
- Charges support for Current Account (chargeAppliesTo=5) in create/edit
- Fixed permissions from SAVINGSACCOUNT to CURRENTACCOUNT across all current account components
- Added all missing translation keys for Current Account in en-US.json
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>