CBSNexora/cbsnexora
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Author SHA1 Message Date
Nitesh Yadav 6516d6c95d update loan product code 2026-05-13 10:35:41 +05:30
Nitesh Yadav 045d07e068 merge code feature/UI-DSC-MFA 2026-05-12 13:37:04 +05:30
Nitesh Yadav a270f72ba3 update loan product code 2026-05-12 11:37:39 +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
Nitesh Yadav 4d421e8066 merge feature/update_code and feature/UI-MFA-Product branch code 2026-05-11 11:36:56 +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
Nitesh Yadav d0218a0b4e created new branch to continue latest CBS UI development safely 2026-05-10 12:52:33 +05:30
Nitesh Yadav 81ed7ea4bb latest ui reports product update 2026-05-10 12:13:11 +05:30
Nitesh Yadav defb7e8e74 rd account error fixed 2026-05-08 14:59:06 +05:30
Nitesh Yadav 9e85872eac rd account and rd product code update 2026-05-08 13:51:58 +05:30
Nitesh Yadav 19c0e98e96 complete fd account module 2026-05-07 17:31:25 +05:30
Nitesh Yadav a12ba20de4 update fd account 2026-05-07 11:17:49 +05:30
Nitesh Yadav b0cffd3845 fd product releated update code 2026-05-05 15:34:08 +05:30
Nitesh Yadav e9d2f4b5e4 feat: merge feature/merge-updates into feature/ui-reports-product 
- FD product stepper steps updated to match RD layout (Details, Currency, Terms, Settings, Charges, Accounting)
- FD account creation stepper restructured with conditional steps and Previous/Next navigation
- RD account details step and preview step updates
- Theme and environment updates
 2026-05-01 10:40:22 +05:30
Nitesh Yadav 05cf2ee33f feat: update FD product and account creation UI to match RD layout 
- Matched all FD product stepper steps (Details, Currency, Terms, Settings, Charges, Accounting) to RD product UI
- Updated FD account creation stepper structure with conditional steps and Previous/Next navigation
 2026-05-01 10:32:43 +05:30
Nitesh Yadav 58cef1c20b rd account save api update 2026-04-30 16:20:35 +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
Nitesh Yadav 22c9375a55 feat: client general tab and current account details step updates 2026-04-29 15:25:50 +05:30
Nitesh Yadav bbbf3b9e8a feat: merge updates - current account, savings, recurring deposits and shared components 2026-04-29 15:20:31 +05:30
Nitesh Yadav f2a5035c8b feat: current account details step and client general tab updates 2026-04-29 15:10:26 +05:30
Nitesh Yadav 0d3d83799b save saving ui update and current account update priview section 2026-04-28 16:22:26 +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
Nitesh Yadav 31b2490f09 feat: update savings/current/rd account UI flows 2026-04-28 13:16:07 +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
Nitesh YadavandClaude Sonnet 4.6 f917467b68 add editable Account Type and Customer Segment dropdowns in product classification 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-04-27 15:48:05 +05:30
Nitesh Yadav 65345f992a update code current account ,saving account and rd account 2026-04-27 11:20:36 +05:30
Nitesh Yadav e4516934a7 saving account,current account and rd account modify based on new update 2026-04-27 10:55:03 +05:30
Nitesh Yadav 5fb25edca5 add gl mapping in the saving product,current product,rd product and also add genrate account no all three 2026-04-26 02:11:28 +05:30
Nitesh Yadav fbaec18552 update code account saving,current,RD 2026-04-24 16:24:28 +05:30
Nitesh Yadav 4b64c2b970 saving , current and RD account code update 2026-04-22 18:45:16 +05:30
Nitesh Yadav fc1c5126fc saving , current and RD account code update 2026-04-22 18:28:14 +05:30
Nitesh YadavandClaude Sonnet 4.6 e9a9377148 update some logic show option 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-04-21 17:38:07 +05:30
Nitesh YadavandClaude Sonnet 4.6 d367e76104 merging code 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-04-20 14:26:25 +05:30
Nitesh Yadav e212bf7d79 update RD prodcut code 2026-04-20 13:16:03 +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
Nitesh Yadav fe61c925ae update current product code and RD code 2026-04-15 20:46:15 +05:30
Nitesh Yadav 4679c6f729 update saving product code 2026-04-13 14:02:54 +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