2 Commits

Include renames

Author	SHA1	Message	Date
niteshandClaude Sonnet 5	ebe67cc410	feat(investment,npa): RBI-grounded targets, GL-tracked interest posting, date/search pickers ... - Correct Investment portfolio allocation and Loan Origination product-mix targets against RBI's UCB SLR/Non-SLR framework and PSL circulars, with a Target Basis column distinguishing RBI-mandated vs board-policy rows (Excel export included). - Expand Investment holdings dataset with more near-term maturities so the Due-Date Diary reflects a realistic spread across FD/Govt Security/Non-SLR/Bond. - Add From/To period-based Interest Calculation & Post (with GL selection for both posting and receiving) across the Investment Interest module, FD Entry and Bond Entry screens; fix a bug where a posted period kept re-appearing as due since accrual wasn't tracked per-holding. - Add a reusable DD-MM-YYYY date-picker component and roll it out across all Investment date fields. - NPA Summary Report: drop SMA-0/1/2 from the stage-wise table (kept in Day-wise Overdue only). - NPA Recovery Report: add Account Type / NPA Category / Target-vs-Actual columns, a shared Account Type filter driving both the account picker and the register, and a searchable (fixed-position, not clipped by card overflow) account select for long lists. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>	2026-08-02 19:26:19 +05:30
nitesh	5cd9998cfc	feat(loan-origination): add full Loan Origination Sanctioning workflow module ... New standalone module modelling the pre-disbursement pipeline: Channel intake (Branch/BC/Self-Apply) -> KYC/OVD & e-KYC fingerprint -> CIC/Credit Bureau check -> Field Investigation -> Personal Discussion & declaration -> Loan Committee -> Risk Approval -> Legal Approval -> Customer Signing -> Cheque/ACH -> Post-Disbursement Check -> Disbursement, per RBI KYC Master Direction, the mandatory CIC check, and co-operative-bank share-membership rules. Includes a 12-stage stepper with real approve/reject actions and a date-wise audit trail, CIC upload + credit-score check, Field Inquiry push + Agent Report upload, Committee "Reports Required" / Risk "Verification Checklist", Head-Office-vs-branch scoping, a Pipeline screen (filters, New Application intake, Channel-wise/BC-wise/Share-Member reports, Disbursement Target vs Actual, Export to Excel), and a full EMI repayment schedule once disbursed.	2026-08-02 14:22:32 +05:30