Commit Graph
402 Commits
Author SHA1 Message Date
keshav898966 1ea4cfe8d8 implemented a Maker-Checker workflow for Products, with approval-based updates and product locking to prevent concurrent edits 2026-07-03 15:08:47 +05:30
Jaanu423andClaude Sonnet 4.6 c8e9ab8f84 feat(share): add Share Collection cashier flow and fix Share Product accounting
- 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>
2026-06-04 13:20:53 +05:30
Jaanu423andClaude Sonnet 4.6 61b0244fa0 feat: senior citizen rate fix, joint ownership cap, FD/RD UI improvements
- Senior citizen interest rate correctly sent in FD/RD create payload
  (isSeniorCitizen, seniorCitizenInterestRate, nominalAnnualInterestRate override)
- Joint account ownership capped at 100%: Add Holder/Partner button disabled
  when 100% reached; dialog enforces remaining share as max across all account types
- FD/RD interest rate chart step: rate calculator with tenure, senior citizen toggle,
  maturity preview
- FD/RD preview step improvements
- Base FD interest rate chart component added under fixed-deposit-products
- Base recurring deposit interest rate chart component removed (replaced)
- Savings account details step: joint holder improvements
- Products routing and module updated for base FD rate chart

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-21 21:15:45 +05:30
Nitesh Yadav 37ac15f42c fixed current, rd, fd account preview page styling 2026-05-19 14:21:52 +05:30
Nitesh Yadav c70a11f30c Merge feature/UI-DSC-MFA: resolve conflicts keeping both UI updates and account-charges changes 2026-05-19 11:04:33 +05:30
AdityaandClaude Opus 4.7 325228c514 feat: letter-mgmt module + digital UPI/IMPS/ATM-POS reports + header redesign
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>
2026-05-19 10:09:06 +05:30
Nitesh Yadav 52e216fbe5 update rd,fd,saving and current product update validation end date and and this all account nominee facility code 2026-05-15 12:53:47 +05:30
Nitesh Yadav 8758b9222f update loan product code based on new requirement 2026-05-14 16:10:06 +05:30
Nitesh YadavandClaude Sonnet 4.6 d0370781e8 update loan product code and rd,fd,saving,current account validation add
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 07:40:04 +05:30
Nitesh Yadav 6516d6c95d update loan product code 2026-05-13 10:35:41 +05:30
Nitesh Yadav a270f72ba3 update loan product code 2026-05-12 11:37:39 +05:30
Nitesh Yadav 9e85872eac rd account and rd product code update 2026-05-08 13:51:58 +05:30
Nitesh Yadav b0cffd3845 fd product releated update code 2026-05-05 15:34:08 +05:30
Nitesh Yadav 05cf2ee33f feat: update FD product and account creation UI to match RD layout
- Matched all FD product stepper steps (Details, Currency, Terms, Settings, Charges, Accounting) to RD product UI
- Updated FD account creation stepper structure with conditional steps and Previous/Next navigation
2026-05-01 10:32:43 +05:30
Nitesh Yadav bbbf3b9e8a feat: merge updates - current account, savings, recurring deposits and shared components 2026-04-29 15:20:31 +05:30
Nitesh Yadav 31b2490f09 feat: update savings/current/rd account UI flows 2026-04-28 13:16:07 +05:30
Nitesh Yadav 65345f992a update code current account ,saving account and rd account 2026-04-27 11:20:36 +05:30
Nitesh Yadav 5fb25edca5 add gl mapping in the saving product,current product,rd product and also add genrate account no all three 2026-04-26 02:11:28 +05:30
Nitesh Yadav fbaec18552 update code account saving,current,RD 2026-04-24 16:24:28 +05:30
Nitesh Yadav 4b64c2b970 saving , current and RD account code update 2026-04-22 18:45:16 +05:30
Nitesh Yadav fc1c5126fc saving , current and RD account code update 2026-04-22 18:28:14 +05:30
Nitesh YadavandClaude Sonnet 4.6 e9a9377148 update some logic show option
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-21 17:38:07 +05:30
Nitesh YadavandClaude Sonnet 4.6 d367e76104 merging code
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-20 14:26:25 +05:30
Nitesh Yadav e212bf7d79 update RD prodcut code 2026-04-20 13:16:03 +05:30
AdityaandClaude Opus 4.6 d72e969dc3 feat: Client & CKYC UI improvements — filters, KYC management, image crop+merge
- Clients list: CKYC icon, CKYC Number column, status/legal form/CKYC filters
- CKYC: SFTP upload logs, date formatting, modal z-index fix, non-dismissible dialogs
- KYC Management: new standalone module with alert dashboard, notification scheduler, audit inventory, account status
- Image cropper: ngx-image-cropper integration for front+back document merge into single PNG
- Sidebar: KYC Management menu entry after CKYC

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-16 13:51:11 +05:30
Nitesh Yadav fe61c925ae update current product code and RD code 2026-04-15 20:46:15 +05:30
Nitesh Yadav 4679c6f729 update saving product code 2026-04-13 14:02:54 +05:30
AdityaandClaude Opus 4.6 b890d24bb7 feat: non-individual entity UI improvements — hide individual-only sections, fix legal form display, send extended fields to API
- 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>
2026-04-04 15:10:51 +05:30
AdityaandClaude Opus 4.6 0a32d7135e feat: add Current Account module, DIP verification, charges integration, and translations
- 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>
2026-03-17 18:23:37 +05:30
Soni JayandGitHub 3bbb5e50b2 WEB-776 Incorrect label displaying labels.inputs.Mandatory Guarantee is required in Loan Account Guarantee Requirements (#3218) 2026-02-23 14:09:18 -06:00
Soni JayandGitHub 20d19c2eee WEB-772 Prevent negative values in savings product settings fields (#3206) 2026-02-22 15:28:55 -06:00
Soni JayandGitHub f13c425fbc WEB-768 Decimal Places field in Fixed and Recurring Deposit forms allows negative values in Decimal Places (#3205) 2026-02-22 15:16:51 -06:00
JaySoni1 76e8041a43 WEB-764 Default Deposit Amount field shows incorrect label labels.inputs.Default Deposit Amount instead of proper label in Fixed Deposit Product 2026-02-21 14:23:03 +05:30
Soni JayandGitHub c13ef9a0ba WEB-765 Restrict negative values in Add Slab fields for Recurring Deposit Product (#3195) 2026-02-20 17:19:50 -06:00
Soni JayandGitHub a6fc36e823 WEB-763 Restrict negative values in Add Slab fields for Fixed Deposit Product (#3194) 2026-02-20 17:18:11 -06:00
shubhamsharma9199 f7a042927f WEB-735 refactor(products-mix): rearrange layout - restricted above allowed 2026-02-16 05:43:46 +05:30
Shubham KumarandGitHub 1d9d012388 WEB-732 fix(floating-rates): align checkboxes with input field (#3165) 2026-02-15 16:56:34 -06:00
Soni JayandGitHub c9fae7ae0e WEB-664 Fixed Deposit Product Form: Negative Values Allowed in SETTINGS fields (#3089) 2026-02-15 02:43:20 -06:00
Soni JayandGitHub 1fcc44be32 WEB-708 Required Field Validation Messages Not Displayed in Loan Product (#3136) 2026-02-15 02:42:18 -06:00
Soni JayandGitHub 80a26c775a WEB-709 Interest Rate Field Error Messages Not Translated (#3137) 2026-02-15 02:33:42 -06:00
Soni JayandGitHub 55981a7a1c WEB-720 Prevent negative values for Interest Rate in Floating Rate Period form (#3148) 2026-02-14 07:09:13 -06:00
Shubham KumarandGitHub a85775203f WEB-697 fix(loan-products): ensure preview step is visible on edit (#3153)
improve
2026-02-14 06:51:41 -06:00
JaySoni1 8f17c8f4db WEB-717 Prevent negative values for Nominal/Unit Price in Market Price Period 2026-02-14 00:52:34 +05:30
Jose Alberto HernandezandGitHub f1d1ebf6d4 Merge pull request #3113 from JaySoni1/WEB-683-fix-validation-messages-in-workflow-jobs-and-create-delinquency-range-shows-default-value-0
WEB-683 Fix validation messages in workflow jobs and create delinquency range shows default value 0
2026-02-11 13:41:20 -05:00
Jose Alberto Hernandez 5e91f2a327 WEB-674: Write-Off reason on product level input field label issue 2026-02-10 09:20:58 -05:00
JaySoni1 d5027325ff WEB-683 Fix validation messages in Workflow Jobs and Create Delinquency Range shows default value 0 2026-02-09 17:18:54 +05:30
782410d57e WEB-674: Write-Off reason on product level duplicated (#3101)
Co-authored-by: Jose Alberto Hernandez <alberto@black-box.local>
2026-02-06 23:17:15 -06:00
Jose Alberto HernandezandGitHub b7ef0fcbd9 Merge pull request #3088 from JaySoni1/WEB-665-reccuring-deposit-product-form-negative-values-allowed-for-deposit-amount-fields
WEB-665 Reccuring deposit product form negative values allowed for deposit amount fields
2026-02-03 23:17:09 -05:00
JaySoni1 8fa4364260 WEB-665 Reccuring Deposit Product Form: Negative Values Allowed for Deposit Amount Fields 2026-02-04 09:18:03 +05:30
JaySoni1 2f75ef1678 WEB-663 Fixed Deposit Product Form: Negative Values Allowed for Deposit Amount Fields 2026-02-04 09:00:26 +05:30