Commit Graph
27 Commits
Author SHA1 Message Date
AdityaandClaude Opus 4.7 595054b0b8 feat(digital+toolbar): NEFT/RTGS module, AI menu, polished header icons
- Add /digital/neft-rtgs (entry) and /digital/neft-rtgs-report (analytics):
  KPIs, tabbed views (Trends, Bank-wise, Date-wise, Pending/Pass/Return,
  Branch/Mobile, User-wise), filterable transaction table with CSV export,
  and a non-dismissible Initiate dialog launched from a floating action.
- Make BANL verification mandatory before NEFT/RTGS submit; auto-fill and
  lock beneficiary name from the lookup response, invalidate match on
  A/C or IFSC edit, demo fallback for unknown accounts.
- Add Digital menu links (NEFT/RTGS + Report) in shell top-nav.
- Replace toolbar theme toggle with AI / Intelligence Modules mega menu:
  4 colour-coded columns covering Lending & Risk, Investment & Profit,
  Compliance & Advisory, Governance (9 modules total). Wire RBI
  Notifications Monitoring to /rbi-circulars.
- Unify notifications, settings, AI, and profile toolbar buttons into a
  26px ring style; colourful gradient bell SVG for notifications,
  custom gear+petals AI mark, online dot on the avatar.
- Trim ISO 27001 chip in the top bar.
- Add MPL header to generated .env.ts and its template in version.js.
- Bundles other pending working-tree changes (clients family/nominee
  tab tweaks, auth/2FA fixes, translations) into the same push.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-15 11:50:26 +05:30
AdityaandClaude Opus 4.7 6714897688 feat(client+home): single-instance family relations + DSC verified badge
- Family member dialog: disable Father / Mother / Spouse in the Relationship
  dropdown when one is already added to the client. Son, daughter, brother
  etc. stay unrestricted. Editing a member keeps its own current relation
  selectable. Hint added below the field.
- Home welcome banner: render a small green "DSC Verified" pill next to the
  username when GET /v1/dsc/me returns at least one ACTIVE certificate.
  Tooltip surfaces the masked serial. Silent when no DSC is mapped.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 18:16:20 +05:30
AdityaandClaude Opus 4.7 d175354f88 feat(mfa): DSC as own factor type + fix selector collisions
- access-control: register DSC enrollment under factorType='DSC' instead of
  the legacy 'TOKEN' alias, hydrate / disable paths match on the same code.
  Pill labels in the picker and Hardware Token panel updated to 'Type · DSC'.
  service.ts MfaFactorType union adds 'DSC'.
- two-factor-authentication: initialise the delivery-method form at field
  declaration instead of inside ngOnInit so Angular's first change-detection
  pass doesn't fire 'Cannot find control' before the form is built.
- Rename duplicate component selectors that were tripping NG0912 at runtime:
  mifosx-notes-tab -> mifosx-{centers,clients,current-account,groups,loans,
  savings}-notes-tab; mifosx-unassign-staff-dialog -> mifosx-{clients,groups}-
  unassign-staff-dialog. Selectors aren't referenced in templates (route /
  dialog open), so the rename has no usage-site impact.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 18:07:14 +05:30
AdityaandClaude Opus 4.7 1631cd3383 feat(dialogs): polished success + error modals replace bare snackbar/dialog
Add reusable SuccessDialogComponent (green check, gradient hero, pop-in
animation) and redesign ErrorDialogComponent to match (red exclamation,
clear title, centered OK). Wire edit-user submit flow to the new dialogs:
success defers navigation until the user confirms, errors surface the
backend message in the styled modal instead of a grey snackbar.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:24:47 +05:30
AdityaandClaude Opus 4.7 09fab88451 feat: DSC enrollment + MFA controls, user CRUD UX, auth error hardening
- DSC module: list/enroll/revoke dialogs and dsc.service (m_bank_user_dsc API)
- Access control: DSC + MFA toggles via disable-confirm-dialog
- Two-factor auth: expanded UX (DSC + OTP flows)
- Users: create/edit form polish, success snackbar on edit, DSC widget
  retained only inside dsc/ (removed from view-user)
- Auth: X-Requested-With added globally; error handler null-safe on
  empty 500 bodies

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 11:26:22 +05:30
Aditya 3b752dc6ae feat: MFA/2FA, OTP audit logs, KYC + client/user enhancements
- Access Control module: SMS/Email/TOTP/Hardware-token MFA factor management
- OTP Audit Logs module under Admin menu (list + detail) with 401/403 handling
- Two-factor authentication login flow updates
- Client KYC, India address, family-members, ckyc, nominee enhancements
- New shared KYC helpers (kyc-proof-types, kyc-upload-helper.service)
- User create/edit/view enhancements
- Shell navigation: OTP Audit Logs entry under real Admin menu
2026-05-10 13:24:48 +05:30
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
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
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
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
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