- Implement DIP/MNRL lookup logs table, filtering, and detail review under reports.
- Integrate DIP verification gating on client creation, allowing officers to record PROCEEDED/REJECTED decisions with reasons.
- Upgrade Sanctions verification dialog to support comparing Name, DOB, and Nationality particulars.
- Add Sanctions disposition recording (FALSE_POSITIVE / CONFIRMED_MATCH) awaiting Principal Officer approval.
- Add sanctions-alert-review-dialog for reviewers to assess and escalate/clear flagged names.
- Enforce strict screening reset logic on client name changes, preventing bypass of existing blocks.
- Update routes and shell menu navigation to include DIP/MNRL Lookups and Sanctions Logs.
- Add standalone RBI Eligibility Checklist and RBI Rules Reference pages (11 real RBI-circular
based rules: age-at-maturity, area of operation, PSL, director/related-party, wilful defaulter,
exposure norms, LTV/margin, fair practices code, prepayment charges, own-shares security,
insurance bundling), wired into the Loan Origination menu.
- Bridge the mock Loan Origination Pipeline to real Fineract data wherever an application is
raised against a real Existing Customer: client search in the pipeline intake form, real Share
Member accounts (with a details popup), and real KYC (Aadhaar/PAN verified status + masked
numbers + document image view, generic document lookup for Income Proof/Bank Statement/
Electricity Bill) on the Application Detail page.
- Add local-only capture UI for New Customer / no-account applications: front/back document
images with crop + simulated Aadhaar OTP / PAN verification, employment-type-aware income proof,
and an expiry-validated electricity bill upload.
- Add an EMI Calculation Basis breakdown (principal, rate, tenure, total interest/payable, and the
substituted reducing-balance formula) to the KYC stage's income assessment.
- Add a CIC/Credit Bureau Check consent flow: a generated declaration letter (print for Branch,
share for BC/Self-Apply), gated on the signed copy being uploaded before the credit score can be
checked, plus a CIC check charge collected either by debiting a real linked account or via a
mock payment-link flow for customers with none.
- Let the stage stepper jump directly to any already-reached stage (forward or backward) via a new
furthestStageIndex, without losing any data already recorded on the application.
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>
Replaces the auto-submit-closure-request behavior with an immediate
account close, in the same approval action, when a withdrawal brings
shares to zero — matching the backend's new single-step close-on-
approval flow. Removes the now-unneeded Share Closure Request feature
entirely: dedicated create/list components (Clerk Dashboard + Approval
Center), routes, nav links, and the "eligible for closure" banner on
the Share Account view.
Also adds a clear "this will close the account" notice wherever a
withdrawal would zero out the account's shares — the standalone Share
Withdrawal Request page (submit + review) and Transaction Entry's
Share Redemption Transfer confirm dialog — styled as an amber warning
callout rather than a plain info line. Trims that confirm dialog to
just the required details (dropped the redundant ECS A/C No. line and
the validation-checklist block) and compacts its overall size.
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.
The demo-backup merge's git 3-way auto-resolve dropped several hunks
without flagging conflicts, wherever demo had independently touched
adjacent lines: the KYC Exception feature (client-kyc-step, kyc-tab,
create-client, clients.service — checkbox, derivation logic, banners,
contact-log endpoints), TDS report routes/menu links (reports-routing,
shell), the Form 121 client tab (clients-routing, clients-view), the
kyc-management exceptions dashboard, and the Form 121/15G-H register's
real-data view integration. Restored by diffing demo-backup against
dev per file and re-applying each genuine gap while preserving
demo-backup's own independent work (Approval Center tab style, Loan
Origination/Investment menus, form-97-98/risk-review report routes).
Both dev and demo-backup independently added suppressMonthlyAnnualLink
and isHeadOfficeUser() at different points in their respective history,
so the merge's auto-resolve kept both copies instead of deduping,
causing TS2300/TS2393 build failures.
Brings in all of dev's latest content not present on demo-backup
(Share Withdrawal/Closure feature, TDS reports, KYC exception tracking,
client-edit-email-dialog, form121 tab, search-select) while preserving
demo-backup's own unique changes (wrapping Approval Center tab nav,
Loan Origination/Investment mega-menus). 36 files that a prior "ours
wins" conflict resolution had silently dropped were restored explicitly
from dev's tip.
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.
The "Merge dev into demo" commit silently dropped both top-level nav
entries (desktop and mobile variants) along with their entire menu
panels — Loan Origination's mat-menu and the whole Investment mega-menu
(~150 lines) — because dev never had these menus, so the merge picked
dev's shell.component.html wholesale for this file instead of combining
both sides' additions. The underlying feature modules and routes were
untouched, so this restores only the shell wiring, copied verbatim from
the pre-merge demo revision.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Clerk submits a closure request only once a share account holds zero
shares; manager validates (shares still zero, account active, no active
loan/guarantee, KYC/AML standing, maker!=checker) and approves, which
executes the real Fineract "close" command. The direct native "Close"
action is removed from the account menu — it silently force-redeemed any
remaining shares, bypassing the withdrawal approval flow entirely — and
replaced with an "Eligible for Closure" banner. When a withdrawal approval
brings a share account's holding to zero, a closure request is now
auto-submitted (still requires manager approval) so the clerk doesn't have
to separately open "New Share Closure Request".
Also fixes an unrelated build break introduced by a merged commit: a
missing `suppressMonthlyAnnualLink` property declaration, and two files
(branch-scope.service.ts, gl-reports-data.ts) that existed on `demo` but
were never brought into `dev` alongside the new TDS report components
that depend on them.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
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>
FIU: adds a branch selector (Head Office sees all/drills into one branch,
a branch-level login is locked to its own branch) scoping the CTR/STR tabs,
dashboard KPIs and header. A FIU_BRANCH_CODE_TO_CANONICAL map bridges the
module's internal FINnet branch codes to the app-wide BranchMaster codes.
Live backend-driven AML alerts/cases are unchanged (no branch field to scope by).
Shell: removes the "working nav" green-dot indicator from the Reconciliation
mega-menu's 17 report links per request.
Adds loan-type-aware recovery tracking (EMI/Overdrawn/Bullet) with a Recovery
Management Dashboard, Day-wise Overdue/Overdrawn reports, an Agriculture/Gold
market-value report, and a security-value exception check — all derived from
new repaymentType/emiAmount/drawingPower/maturityDate/collateralMarketValue
fields on LoanAccount, wired into Export to Excel and the NPA mega-menu.
Also replaces the always-visible Recovery/Collection Journey card on the
Account Detail Report with a "Recovery Journey" popup: a date-led, icon-coded
timeline of every SMS/call/visit/notice and payment run against an account.
Adds a 10th NPA report tracking memorandum "undebited interest" per IRAC
norms (accrued vs cash-recovered vs balance), wired into Export to Excel
and the NPA mega-menu. Also fixes a narrow-width text wrap on the report's
description note (new .npa-report-note class overriding pg-sub's 560px cap).
Wires every item in the Reconciliation mega-menu (Core & Books, Bank &
Clearing, Digital & Payments, Instruments & Members, Compliance &
Financials) to a working screen, mirroring the NPA module's pattern: one
route-param-driven component over a shared two-sided (Side A vs Side B)
matching model, with pagination and a "Mark as Reconciled" action on every
screen.
Access is split by real-world scope: activity that happens at a branch
(vouchers, cheques, digital transactions, share members, fixed assets) is
branch-wise with the same Head-Office/branch login behavior as NPA; activity
with no branch dimension in real banking (GL/P&L consolidation, treasury's
own bank accounts, statutory tax filing, vendor procurement, inter-branch
netting) is Head-Office-only, with branch logins shown a restricted notice
instead of the data.
Also adds the .menu-item-live "working" indicator to mat-menu-item buttons
(same convention as .gl-link--live) and applies it across the reconciliation
menu and the pre-existing DD/Pay Order Reconciliation link.
Adds a full NPA (Non-Performing Assets) module mirroring the legacy CBS NPA
mega-menu: NPA Reports, NPA Analysis, and NPA Classification screens over a
640-account loan book classified per RBI IRAC norms (Standard through
Loss). Same Head-Office/branch-wise access pattern as the Cash/Clearing/
Transfer summary, 20-row pagination on every large table, and a Recovery
Action workflow (demand notice, SARFAESI, suit filing, OTS) on the Account
Detail screen.
Fixes several data-generation bugs so every account stays internally
consistent regardless of when it's viewed: disbursement date can no longer
predate the account's own overdue history, last-payment date now reflects
the most recent recovery entry, the quarter-ago snapshot can't imply more
overdue days than the loan's age allowed, and provision held is capped at
the account's outstanding balance.
Also fixes a text-overflow/dropdown-arrow overlap on long select options
(Investment + NPA shared form styles), and marks the GL "Financial
Statements" menu items that are already wired to a working dialog.
Adds full frontend-only Investment module mirroring the legacy AutoBank CBS
Investment menu: Dashboard, FD/Bond/Share entry screens (purchase, interest,
sell/redeem, write-off, amortize and more), 10 master screens, an Interest
calculation/register screen, and ~21 reports. All figures are derived from a
single holdings/transactions dataset so entry, interest, and reports can
never drift out of sync. Wires the new "Investment" mega-menu into the shell
and routes the previously inert Investment stub buttons.
Adds a dummy-data summary report (Opening/Credit/Debit/Closing) under Sub
Ledger > Cash / Clearing / Transfer, with Cash, Transfer (GL-wise), Clearing
and Digital (RTGS/NEFT/UPI/ATM/NACH) tabs plus a transaction-details drill
down. Credit/Debit/Closing are always derived from the transaction lines so
the summary and detail views can never drift apart.
Head Office logins (officeId 1 or office name containing "head office") get
a branch switcher across two demo branches plus a consolidated view with a
branch-wise break-up; branch-level logins see only their own office's data.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Two related cases where ErrorHandlerInterceptor's global toast fired even
though the calling component already recovers gracefully on its own:
- GET /kyc/risk-rules 404ing (e.g. not yet deployed on a given backend)
popped a raw "Http failure response ... 404" toast on the Create Client
page, even though client-general-step already falls back to an empty
rule set and a default risk category when this call fails.
- The Clients list page fires several per-row background calls
(client data/KYC/address, for every visible row) plus the main search —
each already had its own catchError/error handling, but the
interceptor's 500 branch had no silencing path at all (only 403/404 did,
and only for a fixed set of known-optional URLs), so any backend
hiccup there spammed "Internal Server Error" toasts on top of an
otherwise-working page.
Added a SILENT_HTTP_ERROR HttpContextToken so a caller can opt a specific
request out of the toast for every status code (not just 403/404) when it
already handles failure itself — threaded as an optional `silent` param
through ClientsService's searchByText/getClientData/getClientKyc/
getClientAddressData (default false, so no other of their ~50+ call sites
change behavior) and set from ClientsComponent's list-page calls. The
risk-rules endpoint was simpler: just added to the interceptor's existing
URL-based silent-request list alongside client images/KYC/pending-edits.
- 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>
Create User dialog now has a mandatory Email/Mobile OTP delivery method
picker (styled as a pill toggle) alongside the existing fields.
Adds a new post-login agreement acceptance dialog: right after the existing
2FA flow (TwoFactorAuthenticationComponent) succeeds, or immediately after
login for users without 2FA, the user must accept the bank's current
agreement/disclaimer at least once before reaching the app.
Also adds a "Manage User Agreement" admin screen (System section) to publish
versioned agreement text without a code deploy.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
keshav
nitesh
