- 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>
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>
Receive Stock form now displays the actual highest-allocated serial across
every series (not just silently prefilling the field), so the operator
can see and trust the auto-suggested range start rather than taking it
on faith.
Fixes a real bug where item.decision (which InwardClearingItem.java always
sets to the literal string "PENDING" at creation, never null) was checked
with a plain truthy test everywhere a "has this been decided yet" branch
was needed. Since "PENDING" is a non-empty string, that check was always
true — silently breaking the Decide/View button label, the collapsed
validation summary, the "Awaiting settlement" text, and the decision
dialog itself (which never showed the actual Pass/Return form, even for
still-pending items). Replaced with a proper isDecided() check everywhere.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
niteshandClaude Sonnet 5