Commit Graph
2229 Commits
Author SHA1 Message Date
AdityaandClaude Opus 4.7 2d4fb4237e Merge branch 'feature/merge-updates' from cbsnexora into feature/ui-reports-product
Conflict resolutions:
- src/main.scss: kept both new dialog backdrops (CIC/PSL/ALM/CIMS/CKYC/Acct)
  and incoming dialog panel styles (.abd-dialog-panel, .arc-dialog-panel)
- client-general-step.component.html/.ts: kept HEAD's agriculture/non-agri
  income fields, education/degree/religion/social-category dropdowns,
  and inject() refactor matching the incoming pattern
- kyc-management.component.html/.scss/.ts: kept HEAD's Home Visit
  terminology, takeAction() method, hv-* and vkyc-* dialog styles;
  accepted incoming .km-warn-d style addition

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-29 19:22:00 +05:30
AdityaandClaude Opus 4.7 12bfc81219 feat: add 11 banking compliance & accounting report modules
Adds dialog components and feature modules for RBI/banking compliance,
KYC, and accounting reports. Wires them into the shell menu (RBI,
General Ledger, CKYC Mgmt, Others, Insurance) and dashboard cards.

Dialog components (lazy-loaded MatDialog):
- PSL Returns (Form III) — dashboard card + RBI menu
- ALM Statement of Structural Liquidity (Form ALM-1) — RBI menu
- CIMS / XBRL Returns (OSS-2 / PSA / RAL / RCP-UCB) — RBI menu, shared
  dialog with form-pill switcher
- CIC DQR (CIBIL / Experian / Equifax / CRIF, 72-col TUDF) — Others menu
  + dashboard card
- CKYC Compliance Reports (Re-KYC / Risk Review / CERSAI) — CKYC Mgmt
- Accounting Reports (P&L / Balance Sheet / Comparative B/S / GL DR/CR
  / Misc Expense Ledger) — General Ledger menu

Feature modules (Route.withShell):
- DEAF (/deaf): Form I, Form II, Annex 4, accounts register
- DICGC (/dicgc): Slab Report, SAHAY Depositor List
- FIU-IND (/fiu): FINnet 2.0 Statement of Financial Transactions
- SFT (/sft): Income Tax Section 285BA SFT
- CKYC Reports (/ckyc/ckyc-reports): standalone dashboard

UI:
- Theme-colored icons on 22 wired menu links across 5 menus —
  visually distinguishes wired (colored) from placeholder (gray) links.
- Backdrop classes per dialog in main.scss.

All using dummy data (Bharat Urban Bank Ltd, Karthik Kamath as Principal
Officer, dummy customer names) — no real bank or customer references.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-29 18:59:50 +05:30
Nitesh Yadav 22c9375a55 feat: client general tab and current account details step updates 2026-04-29 15:25:50 +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 f2a5035c8b feat: current account details step and client general tab updates 2026-04-29 15:10:26 +05:30
Nitesh Yadav 0d3d83799b save saving ui update and current account update priview section 2026-04-28 16:22:26 +05:30
AdityaandClaude Opus 4.7 634003a75c feat: build CKYC Reports dashboard with upload, charts, table & search
- Replace under-development placeholder with a full reports module
- Tabbed UI: Dashboard, File Upload, Customer Report, Search
- Dashboard: 6 KPI cards (Total / Male / Female / Missing PAN / Missing Aadhaar / Duplicate Mobile) and 3 Chart.js charts (state-wise donut, branch-wise horizontal bar, daily upload trend line)
- File Upload: drag-and-drop with click-to-browse, animated progress bar, success/error report with record-type breakdown (10 / 20 / 30 / 70)
- CKYC parser handles pipe-delimited CBS-export format: customer (20), KYC ID (30 — C=PAN, E=Aadhaar, B=Passport, V=Voter, D=DL), and document attachment (70)
- Customer Report: filterable table (Name / Branch / City / Gender / Date Range), pagination, CSV / Excel / PDF exports
- Search: by Name / Mobile / PAN / CIF with detail cards and per-result export
- Seed sample data so the dashboard is meaningful before any upload
- Print stylesheet for native PDF export

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 15:38:01 +05:30
Nitesh Yadav 31b2490f09 feat: update savings/current/rd account UI flows 2026-04-28 13:16:07 +05:30
AdityaandClaude Opus 4.7 52e3395345 feat: client extra fields + KYC home-visit & video-KYC dialogs
- 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>
2026-04-27 16:36:58 +05:30
Nitesh YadavandClaude Sonnet 4.6 f917467b68 add editable Account Type and Customer Segment dropdowns in product classification
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-27 15:48:05 +05:30
Nitesh Yadav 65345f992a update code current account ,saving account and rd account 2026-04-27 11:20:36 +05:30
Nitesh Yadav e4516934a7 saving account,current account and rd account modify based on new update 2026-04-27 10:55:03 +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 79e455c4ed feat: edit client — save per tab, DOB re-KYC alert, audit logs, KYC improvements
- 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>
2026-04-07 15:08:07 +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 ab01111424 fix: add host centering and !important on dark gradient for client header
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 00:44:08 +05:30
AdityaandClaude Opus 4.6 54ab436563 feat: redesign client view header — dark gradient card with modern layout
- 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>
2026-03-21 00:40:38 +05:30
AdityaandClaude Opus 4.6 693ffed397 feat: redesign warning dialog — lock icon + title on same row
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 00:30:08 +05:30
AdityaandClaude Opus 4.6 0d1429515a fix: align file upload zone with form field in identifier dialog
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 00:11:59 +05:30
AdityaandClaude Opus 4.6 97f30ac3c1 feat: redesign all dialogs, file upload, address/nominee/identifier tabs
- File upload: compact dashed zone (54px height), inline icon+filename+change
- Dialogs: no scroll, rounded close button (red on hover), 700px width
- Identifier dialog: 2-column grid, section divider, outline fields
- Nominee: new NomineeDialogComponent popup (replaces page navigation)
- Address tab: card panels, status badges, 3-column grid
- Nominee tab: accordion with badges, 3-column grid
- Shared form dialog: outline fields, fixed close button

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 00:09:59 +05:30
AdityaandClaude Opus 4.6 b7f612c2f6 feat: redesign shared form dialog — header, styled fields, actions
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 23:46:44 +05:30
AdityaandClaude Opus 4.6 1ff256d220 feat: redesign Personal Data tab — card sections with grid layout
- 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>
2026-03-20 23:41:47 +05:30
AdityaandClaude Opus 4.6 7d087e5828 feat: redesign client General tab — stat cards, styled tables, reordered sections
- Performance History: 5 color-coded stat cards with smaller fonts for full text visibility
- Card order: Total Savings, Active Savings, Loan Cycles, Active Loans, Last Loan Amount
- Section order: Saving > Upcoming Charges > Fixed Deposit > Recurring Deposit > Loan > Collateral > Shares
- Tables: dark headers, zebra striping, hover effects, rounded containers
- Styled status dots, better empty states

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 23:38:11 +05:30
AdityaandClaude Opus 4.6 bbe672b372 fix: KYC tab showing raw clientKycStatus.pending code
Extract readable label from API status code (e.g. "clientKycStatus.pending" → "Pending")

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 22:24:49 +05:30
AdityaandClaude Opus 4.6 6ed020907a fix: browser tab title showing raw translation keys (labels.text.*)
The title resolver now tries labels.text.*, then labels.menus.*, then
falls back to the raw route title — matching the breadcrumb logic.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 22:21:13 +05:30
AdityaandClaude Opus 4.6 7b1f2e8ad7 feat: complete UI redesign — client creation tabs, footer, home page, CIF & occupation fields
- Client creation: replaced vertical stepper with 3-tab layout (General, KYC & Nominee, Preview)
- All form fields redesigned with appearance="outline" and section grouping
- Preview tab with profile card, info tables, KYC details, family members
- Footer redesigned: security bar, LincShield certifications, regulatory & legal, quick navigation, support & contact, LincPay branding
- Home page redesigned: welcome banner, quick action cards, info row
- Client view header redesigned: ID chips row (Account No, CIF Number, External Id), 4-column details grid
- Added CIF Number column to clients list table
- Added CIF Number display to client view sidebar and personal data tab
- Added occupationCategoryId and occupationId dropdowns to client creation form
- Added occupation fields to client view sidebar, personal data tab, and preview
- Added 51+ missing translation keys to en-US.json
- Toolbar: added Last login chip
- Registered faUserPlus icon

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 19:19:47 +05:30
AdityaandClaude Opus 4.6 b3a4cce0cf feat: add CFCFRMS module, bank menus, mock backend, and dashboard redesign
- CFCFRMS cyber fraud complaint management with dashboard, complaints,
  escalation, report suspect/mule/fraud txn, FMR submission, CFR lookup
- Mock HTTP interceptor with 20 dummy complaints and all endpoints
- Simulator service for I4C/MHA integration testing
- 3-row menu bar with 22 items (7+8+8 layout)
- Mega menus for General Ledger, Sub Ledger, Deposits, Share, Others,
  HRM, RBI with search and grouped columns
- Dropdowns for Cashier, Clearing, NPA, CKYC, Advances, Letter Mgmt,
  Insurance, Digital
- Dashboard redesign with regulatory, financial health, deposits,
  risk/NPA sections using static banking data
- All translations added to en-US.json
- FontAwesome icons registered for all new menu items

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-18 18:05:43 +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
AdityaandClaude Opus 4.6 73aa69ee02 feat: add RBI circulars, CKYC, KYC, Superset analytics, passbook modules and UI updates
Add new feature modules (RBI feeds, CKYC, KYC tab, Form60, Superset analytics, passbook),
update client family members, dashboard, login page, sidenav, images, translations,
environment config, and fix RBI feeds API auth by using relative URLs.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 15:13:35 +05:30
EmanuelCR03andGitHub 07f701f654 WEB-791: Financial Translation to Mexican Spanish (#3227) 2026-02-24 18:27:30 -06:00
Shubham KumarandGitHub e3ab68a607 WEB-790 Fix Spanish (es-MX) translations for Remittance module (#3225) 2026-02-24 13:44:07 -06:00
Shubham KumarandGitHub 68a658fcd1 WEB-787 fix: resolve remittance icon visibility and improve env flag robustness (#3224) 2026-02-24 11:20:19 -06:00
EmanuelCR03andGitHub 162c7bae28 WEB-786: Fix 401 HTTP error (#3223) 2026-02-24 01:06:59 -06:00
EmanuelCR03andGitHub 8d5df77010 WEB-786: Fix 401 HTTP error (#3222) 2026-02-24 00:50:52 -06:00
Shubham KumarandGitHub 2d82b59ce2 WEB-786fix(remittances): resolve 401 Unauthorized by isolating env variables (#3221) 2026-02-23 22:56:00 -06:00
Soni JayandGitHub d9fc367d4a WEB-777 Negative values allowed in Add Data for Savings Account Transaction in Group (#3217) 2026-02-23 16:32:27 -06:00
Soni JayandGitHub da68c2999f WEB-784 System Information section in System is not translated in all languages (#3220) 2026-02-23 16:03:03 -06:00
Shubham KumarandGitHub 6c2172d56a WEB-783: Add detailed commit squashing instructions to CONTRIBUTING.md (#3219)
WEB-783: Add detailed commit squashing instructions to CONTRIBUTING.md
2026-02-23 14:41:55 -06:00
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 76e93d49ca WEB-782 Remove Two-Factor Authentication menu item from System page (#3216) 2026-02-23 08:33:07 -06:00
Shubham KumarandGitHub 4ef7ae2baa WEB-781 fix(shared): prevent label overlap in InputAmountComponent (#3215) 2026-02-22 23:39:14 -06:00