Navigation bar (shell.component.html/.scss)
- Restyle top-level nav items as compact tabs and add responsive
breakpoints (1400px, 1200px, 1080px, 880px) that shrink icon, caret
and padding so the full menu fits on smaller laptop screens.
- Long labels now carry a short form shown on narrow widths:
Loan Origination -> Loans, General Ledger -> GL, Sub Ledger -> Sub GL,
Reconciliation -> Recon, Documents Hub -> Docs Hub.
- Reports and Insurance menus are regrouped into titled mega panels
(reports-mega-panel, insurance-mega-panel) using deposit-menu-group
sections instead of one long flat list.
- No route was added or removed: all 64 menu links (Account Register,
Day Book, End of the Day, Form 97/98, Risk Review, Re-KYC, Dormancy,
Savings/FD Interest Posting, TDS, BOR, DIP lookups, digital payment
reports, CKYC, DICGC, Clerk Desk, ...) still point to the same routes.
Global mega panel styles (main.scss)
- Shared grid and overlay styling for every Material mega menu
(cdk-overlay-pane with a menu panel) plus a coloured top accent per
panel: admin, cashier, clerk, branch-ops, hrm, digital, reports,
share, others, npa, letter, insurance, ckyc and reconciliation.
- Fixed column layouts for the dense panels (NPA 3 columns,
Reconciliation 5 columns, Reports, CKYC).
Toolbar (toolbar.component.html/.scss)
- User account dropdown gets its own t-user-menu panel style and opens
towards the left (xPosition="before") so it no longer clips at the
screen edge.
- Restyled AI assistant menu cards.
Density and products page
- Material density lowered from 0 to -1 (mifosx-theme.scss) for a
tighter, more data-dense UI.
- Products page cards: wider container (1280px), smaller icons, fonts,
gaps and padding to match the compact look.
Loaders (index.html, loading-screen component)
- Boot splash in index.html and the fullscreen mifosx-loading-screen now
show the CBS Nexora logo image (assets/images/cbsnexora-logo.png)
instead of the generic four-square SVG and text title.
Lint clean-up required by the pre-commit hook
- Prettier formatting and stylelint auto-fixes (modern rgb() notation,
range media queries, shorthand properties, empty lines before rules).
- Merged duplicate selectors into their first block without changing
the cascade: the second .reports-mega-panel (top accent border) in
main.scss and the second ::ng-deep .ai-menu (AI card styles) in
toolbar.component.scss.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Show a Lottie-animated splash while the app bundle boots and dismiss it
once WebAppComponent initialises, plus a reusable mifosx-loading-screen
component with loading and error animations. lottie.min.js is served
from the lottie-web package instead of being vendored into src/assets.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Adds the FD Interest Posting Reports screen (due-without-report,
generate/approve, branch and head-office scope, posting detail,
live preview, head-office summary), a nav entry under Reports, the
route, and Branch Day Closing's fixed-deposit-due section and
approval-pending warning banner that blocks closing the day.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Transaction Entry — Warm Stone theme:
- Card form with Classification/Account and Payment/Narration groups
- Newsreader serif captions + Hanken Grotesk body font (Google Fonts)
- DR/CR segmented toggle (red/green tint)
- Live footer: Total Debit/Credit/Difference + Balanced pill
- Post Entry enabled only when balanced; Save Draft button
- Add Row/Delete Row with numbered badges
- Amount with Rs prefix, cash auto-fill from denomination (green)
- Responsive group layout with vertical dividers
Withdrawal validations (onSave):
- Previous day unsettled + morning transfer hard blocks
- Account blocked/Dormant/Inactive/Escheat checks
- Sanctions/Willful Defaulter fixed (NO string != truthy)
- Denomination stock overdraft inline alert in closing position
- All browser alert() replaced with custom modal dialog
- Success modal (green) with reference number on post
Today Activity fixes:
- SD/FD/RD use content[], CA uses pageItems[]
- Charge Deduction sign fixed (minus/red)
- Fixed height 110px with scroll, Today Total removed
- A/C TYPE object resolved with label mapping
Non-Individual account:
- Personal Info shows Constitution/Incorp/Business for non-individual
- Partners/Members table replaces Nominees (clickable for details)
- Mode of Operation label fixed (enum -> readable string)
- Sanctions/Defaulter fixed for YES/NO string values
Current Account transactions:
- Fixed: query m_current_account_transaction table
- remarks column added to search query
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
letter-mgmt (new module):
- Notice page: overdue loan list with filters, KPI strip, bulk actions,
call disposition logging (Promise-to-Pay, Not Reachable, etc.), Speed
Post dispatch dialog with consignment + post-office tracking,
PDF preview + download, call-contact dialog with primary / alt /
family / nominee numbers and per-contact disposition history.
- Certificates: Loan Interest, Share, Balance, Form 60 (no-PAN flow),
Form 15G/H (auto age-based), Hypothecation, NOC - each with shared
preview dialog (six tone variants) and jsPDF generator using a
common letterhead / summary-grid / signature-seal helper.
digital:
- IMPS module: report (P2A/P2P/Aadhaar tabs) + entry form with
MMID/mobile lookup, NPCI switch resolve-to-A/C+IFSC BANL flow,
sender autocomplete, hide sender field for P2P/Aadhaar, charges +
18% GST + waive checkbox, per-sender today-only history dialog.
- UPI report with app-mix tab and full transaction filtering.
- ATM/POS/ECOM hub with three ticket cards routing to today/status/cycle.
- NEFT/RTGS entry: sender-account autocomplete, charges + GST + waive,
field reorder (sender before amount), NEFT cap / RTGS floor
validation, History button opening per-sender today's transactions.
- NEFT/RTGS report: horizontal-bar trend leaderboard replacing tall bars.
shell + theme:
- Header redesigned with IBM Plex Sans 12/500 typography, 11-column grid
per row, top-accent hover indicator, bordered cells via grid-gap.
- Live KPI ticker below menu (CASH, TXN TODAY, CLEARING IN/OUT, NPA,
CASA, CD RATIO, RBI CIRC, REPO) with marquee scroll, pause-on-hover,
brand-blue gradient, amber bottom strip, pulsing red LIVE chip.
- Sidebar 'KYC Management' -> 'KYC & ReKYC Management'.
- Letter Mgmt / certificate menu items wired with green icon hints for
items that have a working page.
access-control:
- MFA card layout compacted; method header inlines back button + title.
icons:
- Register faTruck/TruckFast, faEllipsisV/H, faCommentDots.
- Add IBM Plex Sans Google Fonts import to index.html.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- 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>
niteshandClaude Opus 5.5