.toggle-vis-btn shrinks the visible mat-icon-button to 28px, but Material
still reserves its default ~48px invisible touch-target/ripple centered
on the button. Since the suffix container doesn't clip overflow, that
ripple rendered past the input's own border on hover/focus, making the
eye icon look like it was sitting outside/on top of the field edge.
Constrained the touch-target and ripple to match the shrunk button.
The sanctions verification dialog said which lists a client was screened
against but not the regulatory basis for doing so, nor when that list
data was last refreshed. Added a regulatory-basis note and a "List Data
As Of" row (sourced from the backend's newly-exposed listDataAsOf) to
both the cleared and match-found panels.
Both the address-proof upload dialog and the permanent-address step used a
native `type="date"` input for the issue/statement date, so no calendar
popup was available. Switched both to Angular Material's datepicker, kept
the client-india-address-step round-trip (payload -> saved description ->
re-parsed on edit) working with the Dates util now that the control holds
a Date object instead of a raw string.
Pension Payment Orders was also the only "Financial & Other" address-proof
type missing requiresDate, so selecting it never showed a date field at
all — added the flag and moved Monthly/Yearly Turnover under the "Other
Income" heading alongside Agriculture/Non-Agriculture Income.
Repeat KYC document uploads create a new client_identifier row rather than
updating in place, so loadExistingKycIdentifier() must prefer the newest
matching row instead of the first one returned by the API. Also swap the
Clients list "Account No." column to show the client's numeric ID instead.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- New "Pending Client Edits" screen under Checker Inbox & Tasks: server-driven pagination,
date range + Today/Yesterday/All presets, status filter (Pending/Approved/Rejected), search —
mirrors ChequebookRequestsComponent's architecture.
- Compare dialog diffs the maker's proposed values against a point-in-time "before" snapshot
(client-edit-diff.util.ts) captured when the edit page was opened, so only genuinely changed
fields show — works correctly for Pending, Approved, and Rejected edits alike, since it no
longer depends on comparing against the live (possibly already-updated) client record.
- edit-client.component.ts: General tab save now submits for approval instead of applying
immediately, shows a pending-approval banner, and blocks a second submission while one's
outstanding.
- error-handler.interceptor.ts: added the new /clients/{id}/edit/pending check to the existing
"expected 403/404, don't alert" allowlist (same pattern already used for client images/KYC).
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Raise isMinor threshold from age <10 to <18 (legal definition), cascading correctly to
guardian requirement, KYC document filtering, and Education Level/Degree Qualification
visibility (now shown for all ages, not hidden for minors).
- Load and display previously-uploaded Senior Citizen proof / PWD certificate documents on
edit (view/replace/remove), instead of always showing an empty upload prompt.
- Fix seniorPwdDocsComplete to accept an existing certificate, not just a freshly-picked file.
- Add DocumentPreviewDialogComponent: a reusable in-app modal (image/PDF/download) used in
place of window.open() for saved KYC/address/senior-citizen/PWD documents — avoids popup
blockers (fired only after the async download resolved) and Chrome/Edge's failure to paint
large base64 data: URLs on first open.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
filterDocTypesForMinor() only ever removes entries. The initial (pre-DOB, isMinor=false) seed
already stripped Birth Certificate/School ID Card out of kycDocumentTypes, so the isMinor
ngOnChanges handler re-filtering that same shortened list could never bring them back once the
client turned out to be a minor. Rebuild from the full defaultDocumentTypes source instead
(matching how the initial seed itself is built) whenever isMinor changes and the backend KYC
template hasn't already taken over. Also gives School ID Card the "Government-issued ID"
category it was missing, so it groups with Aadhaar/Passport/Birth Certificate instead of "Other".
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Add hasMother/hasFather/hasCaretaker/familyRelationshipRulesMet to
ClientFamilyMembersStepComponent, matched against the RELATIONSHIP code value label.
- Show two independent inline error banners (never merged into one message) when Mother, or
both Father and Caretaker, are missing.
- Gate "Save & Next" and final Submit on this rule in both the create and edit client flows —
the edit flow previously treated the Family tab as unconditionally optional.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Fix signature-document reads picking the oldest upload instead of the latest across 7 call
sites (CKYC tab, view/delete-signature dialogs, edit-wizard preview, cashier transaction entry,
signatory service, record-master) by sorting on document id instead of an unsorted find().
- Add Monthly Turnover and Annual Income fields alongside the renamed Yearly Turnover field.
- Add Senior Citizen (auto-detected from DOB) and Person with Disability classification, with a
required disability-certificate upload gate before client creation can proceed.
- Add Graduate and Diploma as distinct Education Levels, with diploma-specific degree options.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Frontend counterpart to the backend dual-OTP contact-change feature:
- New ContactOtpBlockComponent (6-box segmented OTP input) used up to 4x in
Edit Client (old/new mobile, old/new email — grouped under per-field
sub-headers) and once each for mobile/email in Create Client, gating
Save/Save & Next until every required box is verified.
- edit-client.component.ts: detects mobile/email/DOB changes against the
loaded snapshot using local-date comparison (not `.toISOString()`, which
false-triggers a day-shift in positive-UTC-offset timezones) and
trimmed/case-insensitive email comparison (autofill whitespace or re-typed
casing no longer reads as a change the masked preview can't explain).
- client-kyc-step.component.ts: new `invalidFieldLabels` getter names every
currently-invalid required KYC field, surfaced via the Save & Next tooltip
in both create-client and edit-client so a greyed-out button always
explains what's still missing instead of a generic message.
- CaptureImageDialogComponent generalized for both profile photo and
signature (photograph-a-paper-signature) capture:
- Frame aspect now matches the requested getUserMedia resolution
(4:3 profile / 16:9 signature) with object-fit: cover, eliminating the
pillarboxing (black bars) a mismatched box previously caused.
- Suppresses Chromium's auto-injected PiP/cast corner overlay icons.
- Frame height capped in vh (not just px) so the dialog fits short
viewports instead of pushing Cancel/Upload below the fold.
- upload-document-dialog.component.ts: generic Documents-tab upload now also
offers "Capture from Webcam" alongside Browse, reusing the same capture
dialog.
- New client History tab (reuses the existing Audit Trail data, scoped to
this client) and dataUrlToFile/dataUrlToBlob util for routing webcam
captures through the same upload pipelines as a picked file.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- family-members-tab.scss: add @use 'sass:color' so color.adjust() resolves at build time
- enroll-dsc-dialog: remove MatDialogTitle from imports — not used in template
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- After creating a client from 'Create as Client' button, automatically
call PUT /clients/{parentId}/familymembers/{memberId} with the new
linkedClientId to link the family member record
- Show snackbar feedback on success or failure of the auto-link
- nomination-apply now also passes familyMemberId and parentClientId
in prefill state so auto-link works from the nomination page too
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- nomination-apply: show full KYC for linked family members via nested forkJoin, accordion expand/collapse cards, owner chips on KYC headers, 'Create as Client' button for manual entries
- family-members-tab: show Linked Client / Manual Entry badges, entry type in detail grid, 'Create as Client' button navigating with prefill state
- create-client + client-general-step: accept prefillData @Input from navigation state, patch form fields from family member data
- Add MPL-2.0 headers to all election module files
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
- 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>
- Add /digital/neft-rtgs (entry) and /digital/neft-rtgs-report (analytics):
KPIs, tabbed views (Trends, Bank-wise, Date-wise, Pending/Pass/Return,
Branch/Mobile, User-wise), filterable transaction table with CSV export,
and a non-dismissible Initiate dialog launched from a floating action.
- Make BANL verification mandatory before NEFT/RTGS submit; auto-fill and
lock beneficiary name from the lookup response, invalidate match on
A/C or IFSC edit, demo fallback for unknown accounts.
- Add Digital menu links (NEFT/RTGS + Report) in shell top-nav.
- Replace toolbar theme toggle with AI / Intelligence Modules mega menu:
4 colour-coded columns covering Lending & Risk, Investment & Profit,
Compliance & Advisory, Governance (9 modules total). Wire RBI
Notifications Monitoring to /rbi-circulars.
- Unify notifications, settings, AI, and profile toolbar buttons into a
26px ring style; colourful gradient bell SVG for notifications,
custom gear+petals AI mark, online dot on the avatar.
- Trim ISO 27001 chip in the top bar.
- Add MPL header to generated .env.ts and its template in version.js.
- Bundles other pending working-tree changes (clients family/nominee
tab tweaks, auth/2FA fixes, translations) into the same push.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Family member dialog: disable Father / Mother / Spouse in the Relationship
dropdown when one is already added to the client. Son, daughter, brother
etc. stay unrestricted. Editing a member keeps its own current relation
selectable. Hint added below the field.
- Home welcome banner: render a small green "DSC Verified" pill next to the
username when GET /v1/dsc/me returns at least one ACTIVE certificate.
Tooltip surfaces the masked serial. Silent when no DSC is mapped.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- access-control: register DSC enrollment under factorType='DSC' instead of
the legacy 'TOKEN' alias, hydrate / disable paths match on the same code.
Pill labels in the picker and Hardware Token panel updated to 'Type · DSC'.
service.ts MfaFactorType union adds 'DSC'.
- two-factor-authentication: initialise the delivery-method form at field
declaration instead of inside ngOnInit so Angular's first change-detection
pass doesn't fire 'Cannot find control' before the form is built.
- Rename duplicate component selectors that were tripping NG0912 at runtime:
mifosx-notes-tab -> mifosx-{centers,clients,current-account,groups,loans,
savings}-notes-tab; mifosx-unassign-staff-dialog -> mifosx-{clients,groups}-
unassign-staff-dialog. Selectors aren't referenced in templates (route /
dialog open), so the rename has no usage-site impact.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Add Education Level, Degree/Qualification, Religion, Social Category dropdowns (individual clients) with dependent filtering on the create/edit/preview/view flows
- Add Agriculture Income & Non-Agriculture Income fields under Financial & Classification
- Gate Save with a Verify Client alert dialog when sanctions screening is not yet performed
- Trim Office Name and CKYC Number columns from clients list; widen table to fill container
- Remove DIP/Screening log IDs from preview and personal-data tabs
- Rename "Branch Visit" to "Home Visit" across KYC management
- Wire Take Action: open dedicated dialogs for Schedule Home Visit (officer + datetime) and Send Video KYC link (channels + officer + 48h expiry + session preview)
- Migrate Signatory and Guardian image dialogs to inject() for prefer-inject lint rule
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Edit button per tab with Save & Next confirmation dialog
- DOB change triggers re-KYC alert, resets PAN verification, auto-fills remarks
- Mobile/email changes logged as audit notes via client notes API
- Redesigned confirmation dialog with icon + title, type-based theming
- KYC re-edit flow: remarks mandatory for VERIFIED records, re-edit API command
- Load existing photo & signature in edit KYC, immediate upload on change
- Populate all KYC fields (document, AML, form60/15) from API on edit
- Non-individual PAN verification uses same flow as individual
- Fix table overflow when sidebar panel is open
- Add fr unit to stylelint allowed-list
Co-Authored-By: Claude Opus 4.6 (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>
- Dark gradient background (#0f1923 → #1c2d3f) replacing old blue card
- Rounded 72px avatar with compact upload/capture/delete buttons
- Name row: bold white text + green status badge + menu button
- ID chips: monospace font, semi-transparent background
- 4-column details grid with cell borders inside rounded container
- All labels 9px uppercase, values 12.5px white
- Responsive: 3-col → 2-col → 1-col on smaller screens
- Also fix: 2-column grid specificity for dialog file upload
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Each section in a bordered card with icon header (Personal Info, Account, Contact, Classification, Dates, Status)
- 4-column grid layout with cell borders and hover effects
- Monospace font for account numbers, CIF, external IDs
- Status badge with colored dot (active/closed/pending)
- Contact fields with inline icons
- Compact 10px uppercase labels, 13.5px values
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Extract readable label from API status code (e.g. "clientKycStatus.pending" → "Pending")
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
nitesh
keshav