Clerk can now add multiple rows to enter both CR and DR sides of a
GL-to-account transaction. Add button in footer appends a new row;
each row shows a × delete button when more than one row exists.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Clerk cash deposits are not permitted — notes/coins denomination is
cashier vault responsibility. Shows warning banner above footer and
disables Save button when clerk selects cash payment type on a deposit.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Optimize loadAccountDetails: extract clientId from search result and pass as hint
- fetchAllDetails fast path: parallel forkJoin for account+client calls when clientId known
- openConfirmDialog/confirmSubmit: extend deposit maker-checker to CA and CB account types
- buildDepositPayload: send accountType CURRENT for CA/CB accounts
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add cashier deposit service and submit flow via maker-checker
- New CashierDepositService: submit, approve, reject, list endpoints
- Transaction-entry: cashier SD deposit goes to deposit-requests instead of direct credit
- Checker inbox: new Deposit Requests tab with approve/reject review dialog
- Cashier nav: My Deposit Requests tracking page
- Withdrawal requests: show voucher_no from backend instead of JS-padded id
- clerk-withdrawal.service: disburse denominationData accepts null for non-cash
- Role-based checker enforcement: only manager/head-cashier can approve/reject
- Maker cannot approve own request (self-approval blocked at backend)
- Denomination total validation: breakdown must match transaction amount
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Clerk manually enters token no with today-date unique validation (backend enforced)
- Cashier token lookup: auto-fill amount/account, lock amount field, status-specific errors
- Confirm dialog shows CASH DISBURSEMENT (blue) with no balance re-deduction warning
- Disbursement denomination saved to m_savings_txn_denomination for vault position update
- Block direct cashier withdrawal without approved maker-checker token
- DISBURSED status shown in My Requests and Checker inbox views with cashier/time info
- Remove getNextToken() service method and m_daily_token_counter table (0326 migration)
- Race condition protection: UPDATE WHERE status=APPROVED prevents double disbursement
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Save denomination breakdown for GL journal entries via new /cashier/gl-denomination endpoint
- Add payment type, date/time, teller name columns to GL Entries closing report
- Show GL badge for GL vouchers vs numeric ID for savings transactions
- Add payment type required and denomination overdraft validations for GL transactions
- Fix GL account number display in confirm dialog
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Replace TYPE dropdown options with Withdrawal Slip, Cheque, Disbursement, Enter Bank Transfer, DD
- Move TXN TP. (payment type) into Classification row between BRANCH and AC. TP.
- Add GL and LA account types; fix SHR endpoint to /accounts/share
- Auto-search A/C NO. on 4+ digits with 400ms debounce
- Auto-fill ECS A/C NO. from savingsAccountNumber after account load
- Accept suffix/partial accountNo match from list API
- Disable broken global /search fallback across all account types
- Increase field widths: TYPE 160px, TXN TP. 160px, CHEQUE NO. 165px, TOK. NO. 120px
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add ClerkUiStateService with full account state save/restore (no double network call on back navigation)
- Add Photo & Signature, Standing Instructions, Today's Activity as dedicated nav pages
- Remove photo/signature, standing instructions, linked accounts, today's activity panels from main dashboard
- Add ESC key to exit fullscreen; clicking Clerk nav immediately restores fullscreen without re-navigating
- Compact clerk dashboard UI with reduced font sizes and padding throughout
- Add CashierOnlyGuard for route protection
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Transaction Entry — Warm Stone theme:
- Card form with Classification/Account and Payment/Narration groups
- Newsreader serif captions + Hanken Grotesk body font (Google Fonts)
- DR/CR segmented toggle (red/green tint)
- Live footer: Total Debit/Credit/Difference + Balanced pill
- Post Entry enabled only when balanced; Save Draft button
- Add Row/Delete Row with numbered badges
- Amount with Rs prefix, cash auto-fill from denomination (green)
- Responsive group layout with vertical dividers
Withdrawal validations (onSave):
- Previous day unsettled + morning transfer hard blocks
- Account blocked/Dormant/Inactive/Escheat checks
- Sanctions/Willful Defaulter fixed (NO string != truthy)
- Denomination stock overdraft inline alert in closing position
- All browser alert() replaced with custom modal dialog
- Success modal (green) with reference number on post
Today Activity fixes:
- SD/FD/RD use content[], CA uses pageItems[]
- Charge Deduction sign fixed (minus/red)
- Fixed height 110px with scroll, Today Total removed
- A/C TYPE object resolved with label mapping
Non-Individual account:
- Personal Info shows Constitution/Incorp/Business for non-individual
- Partners/Members table replaces Nominees (clickable for details)
- Mode of Operation label fixed (enum -> readable string)
- Sanctions/Defaulter fixed for YES/NO string values
Current Account transactions:
- Fixed: query m_current_account_transaction table
- remarks column added to search query
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Transaction Entry screen with full account details panel
(personal info, joint holders, nominees, KYC, balances)
- Role-based layout: CASHIER role hides nav/sidebar/ticker,
redirects to /cashier/transaction-entry on login
- Denomination entry with opening/closing position preview
(notes first then coins, stepper +/- round button inputs)
- Auto-fetch savings/current/FD/RD accounts with associations,
client KYC, nominees, addresses, family members (S/D/W/H/O)
- Submit deposit/withdrawal via POST /transactions with denominationBreakdown
- Cashier position auto-loads for CASHIER role (no filter dropdowns)
- Pagination added to cash-history tabs and currency-exchange-detail
- Cashier menu simplified for cashier role permissions
Co-Authored-By: Claude Sonnet 4.6 <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>
Added hideButtons @Input to SavingsAccountPreviewStepComponent and passed
hideButtons=true from the edit form — prevents the preview step's own
Cancel/Submit row from rendering alongside the tab action bar's buttons.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add 'Modify Application' button in kebab menu for rejected accounts (all 4 types)
- Rewrite edit components with tab-based UI matching create form
- Pre-populate all create-time values in edit form: product, account status,
customer segment, account type, joint holders, nominees, introducer,
deposit account link, senior citizen rate, tenure, flags (msme/balanceSwap/autoDebit)
- Fix edit mode detection using accountNo presence
- Add preselectedIntroducer @Input to IntroducerSearchComponent for pre-fill
- Support both camelCase and lowercase keys for joint holders (MySQL queryForList)
- Fix account number display: actual accountNo before previewAccountNo
- Fix cbsAccountType restore: cbsAccountType only, avoid Fineract enum object
- Add nominees fetch via /clients/{id}/nominees API in all 4 edit components
- Fix RD/FD Interest Rate Chart: SimpleChanges to prevent reset race condition
- Pre-check Senior Citizen checkbox in edit form from isSeniorCitizen DB field
- Auto-calculate rate when tenure pre-filled in edit mode
- FD calculator: use backend calculate-fd-interest API for all compounding types
- Support interestCompoundingPeriodInMonths=0 (daily) in FD calculator API
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New 'GL View' toggle button in header — switches between
denomination report and GL entries table
- GL table: Voucher No, A/C No, A/C Name (customer), DR (red), CR (green)
- Filters: Teller Head dropdown → Cashier dropdown (cascading)
- Load button resets to denomination view (showGl = false)
- Header shows Total DR / Total CR summary
- DR rows: light red bg; CR rows: light green bg
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- nominee-form: searchByText now passes legalFormType='INDIVIDUAL' for both
nominee search and guardian search — prevents entities/companies appearing
- introducer-search: same INDIVIDUAL filter applied
- add-related-client-dialog: INDIVIDUAL filter for joint account holders,
partners, and members search
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- validateCashierHasMorningTransfer() blocks deposits & withdrawals when no today's cash transfer received
- validatePreviousDayClosed() blocks all transactions when previous day unsettled
- morningTransferReceived field added to cashier-day-status API response
- Warning banners shown in Savings, Current, FD, RD transaction forms
- Submit button disabled when either condition is active
- getCashierTotalCash SQL fixed: dm.denomination_value -> dm.denomination
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Savings/Current/FD/RD withdrawal forms: card-style overdraft warning when
requested denomination count exceeds cashier stock; submit blocked on overdraft
- Cash History detail view: show both RECEIVED and GIVEN denomination breakdowns
for Cash Exchange (previously only RECEIVED side was displayed)
- Closing Cash Report: add Cash Exchanges section (denomination-wise received/given/net)
- Excess Transaction Report: include cash exchanges >= threshold with Type badge
(Exchange/Txn) and ID Proof column for RBI/AML compliance
- cashier-shared.scss: etr-badge and closing-exchange-head styles
- Cash Exchange entry: overdraft warning redesigned to cx-overdraft-card BEM layout
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Cash Settlement form: morning panel (denomination pills) + Morning column in denomination table
- Reconciliation form: morning panel (denomination pills) + Morning column in denomination table
- Cashier Position Report: Morning vs Current comparison bar + Morning column (single-cashier mode)
- Cash History – Settlement detail panel: Morning Received vs Settled comparison bar + Morning column
- Cash History – denomination Notes/Coins separation in detail panel for all transaction types
- CashierService: added getCashierMorningBalance() calling GET /cashreports/cashier-morning
- All morning data loaded via forkJoin alongside existing API calls (no extra loading states)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- All 4 deposit forms (Current/Savings/FD/RD) now send denominationId +
denominationValue in denominationBreakdown so the backend can persist rows.
- Submit is disabled when a denomination breakdown is entered but its total
does not match the transaction amount.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Deposit forms (Current/Savings/FD/RD) now load cash denominations from
the Denomination Master instead of a hardcoded list:
- active + discontinued denominations fetched via /denominationmaster
- discontinued rows hidden by default behind a "Show discontinued" toggle,
rendered faded and disabled (cannot be counted) when revealed
- rows sorted by value descending; redesigned as a Denom/Qty/Amount table
with circular coin chips and per-row amount (faded at zero)
Also: savings account-actions menu now scrolls (max-height + grouped
sections mirror the current-account menu) and renders all action items.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Standalone Angular page to manage currency notes & coins: hero + stat
tiles, notes/coins card grids, slide-in drawer for add/edit. Supports
CRUD, enable/disable, and client-side duplicate (denomination+kind)
validation with snackbar feedback. Added route and Admin menu link.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Wire up Edit/View/Delete buttons with click handlers in all 4 HTML templates
(Current Account, Savings, Fixed Deposit, Recurring Deposit)
- Remove broken [routerLink] from Recurring Deposit HTML
- Add viewInstruction() and editInstruction() methods to all 4 tab components
- Use navigateByUrl with absolute path built from this.router.url to avoid
Angular multi-level .. navigation bug (was producing literal .. in URL)
CA/Savings/RD: basePath + /transfer-funds/:id/view|edit
FD: basePath + /transactions/account-transfers/:id/view|edit
- Fix deleteStandingInstruction() to refresh table after delete in all tabs
- Fix AccountTransfersService.deleteStandingInstrucions to use
PUT ?command=delete instead of HTTP DELETE (backend soft-delete only)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Redesign view-standing-instructions with sectioned layout (General Info, From Account,
To Account, Transfer Settings, Recurrence) using info-grid/info-row CSS pattern with
color-coded status badge
- Fix edit-standing-instructions: remove buggy recurrenceOnMonthDay.push() crash that
caused all form fields to be empty; add parseISODate() and parseMonthDay() helpers
handling both ISO string and array formats; add null safety with ?. guards on all fields
- Fix edit form patchValue: fromAccount and toAccount show as 'productName - accountNo'
- Improve current account standing-instructions-tab HTML with ?. null guards
- Add missing i18n keys: General Information, From Account, To Account, Transfer Settings,
Recurrence Settings, Valid From, Valid Till
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Rebuilt current account deposit/withdrawal with sat two-column layout
- Applied same sat design to FD cash transaction and RD deposit/withdrawal
- Added Deposit action to FD: button config, actions dict, doAction routing
- Both FD Deposit and Withdrawal now render FixedDepositsCashTransaction
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Block 0% nominee share in all steppers (Savings, FD, RD, Current) —
Add button disabled via isValid, addNominee() guards < 1, nominee-form
error condition fixed for value=0
- Joint ownership: default primary share 50%, enforce min 1% on blur,
max 100% on input with DOM clamp via $event, auto-redistribute
co-holders proportionally when primary share changes,
isJointOwnershipValid guards each holder >= 1
- Pending/Rejected account tabs: normalize date format to 22 May 2026
for both array and string date values from API
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Added Pending Account tab showing savings/FD/RD/current accounts with status=pending (100)
- Added Reject Account tab showing accounts with status=rejected (500)
- Each tab displays: account no, client name, product, type badge, office, field officer, submitted/rejected date, status
- Bulk approve with correct endpoint per deposit type (savings/FD/RD/current)
- Resolvers use forkJoin to fetch savings + current accounts in parallel
- Office name resolved via /offices map; field officer name taken directly from API response
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Brings in KYC re-verify UX, family/nominee tab gating, savings dialogs and
cfcfrms shell from the UI-DSC-MFA branch.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
# Conflicts:
# src/environments/.env.ts
- Show only active accounts (status=300) for SB/CA/FD/RD lists; status sent as query param
- Add FROM/TO date range filter (API fires only when both are set) and independent AS ON DATE filter
- Restrict date pickers to today max (no future date selection)
- Default sort: latest accounts on top (ORDER BY id DESC)
- Full UI redesign: accent header, monospace account pill, client avatar, modern badges
- AccountsService: added status, fromDate, toDate, asOnDate to AccountListParams and all 4 methods
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New accounts module with list, routing, and service
- Redesigned accounts-list UI with modern card layout, status badges, and action buttons
- Fixed totalRecords formatting (removed formatNumber pipe from integer count)
- Register accounts module in app.module and shell navigation
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Restore checkMinorFromDob() — auto sets nomineeIsMinor + locks toggle when age < 18
- Restore FD/RD account filtering logic (savingsOnly/fdAccounts/rdAccounts)
- Reset minorToggleLocked and selectedGuardian on new client select
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Edit-mode now shows the previously selected KYC document type + uploaded file thumbnail
(loads from /clients/{id}/identifiers + /client_identifiers/{id}/documents). Same for
address proof on the India address step. Closes the gap where editing a client showed
an empty file picker even when proof had been uploaded on create.
Identifier-save hardened across all three callsites (create-client, edit-client,
identities-tab.createIdentifierWithDocs) - the KYC chip picker proofId is a CODE
string ('AADHAAR'), but backend ClientIdentifierRequest.documentTypeId is Long, which
Spring rejects with HttpMessageNotReadableException -> 400. resolveDocumentTypeId
helper looks up the code against /kyc/proof-types?type=id and substitutes the numeric
CodeValue id before posting. Skips silently for constitution-specific non-individual
docs that have no CodeValue mapping.
KYC payload normalises panNumber / enterprisePan / gstinNumber / cinNumber via
toUpperCase + whitespace strip so user-typed lowercase or trailing spaces don't trip
the backend regex (validation.msg.CLIENTKYC.panNumber.does.not.match.regexp).
State name match in client-address save now normalises both sides (lowercase, collapse
underscores + spaces) so legacy MADHYA_PRADESH resolves to 'Madhya Pradesh' returned
by api.postalpincode.in. Backed by tenant migration 0297.
Identities-tab resolver flattened - was returning identifiers before the per-row
forkJoin(getClientIdentificationDocuments) completed, so the view rendered empty
documents arrays. Now uses switchMap + forkJoin so the resolver awaits completion.
Also bundles concurrent work-in-progress on letter-mgmt, organization, users,
bank-calendar, shell, nominee/notes/identifier dialogs, and theming.
Co-Authored-By: Claude Opus 4.7 (1M context) <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>
