CBSNexora/cbsnexora
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4 Commits
Author SHA1 Message Date
sonali a5a64d4efe Merge branch 'dev-latest' into feature/advanceLoanProduct 2026-10-07 15:44:36 +05:30
keshav 6226682b36 feat: updates for cashier, tds reports, rbi reserve and dashboard 2026-10-07 10:13:28 +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
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