Clerk submits a closure request only once a share account holds zero
shares; manager validates (shares still zero, account active, no active
loan/guarantee, KYC/AML standing, maker!=checker) and approves, which
executes the real Fineract "close" command. The direct native "Close"
action is removed from the account menu — it silently force-redeemed any
remaining shares, bypassing the withdrawal approval flow entirely — and
replaced with an "Eligible for Closure" banner. When a withdrawal approval
brings a share account's holding to zero, a closure request is now
auto-submitted (still requires manager approval) so the clerk doesn't have
to separately open "New Share Closure Request".
Also fixes an unrelated build break introduced by a merged commit: a
missing `suppressMonthlyAnnualLink` property declaration, and two files
(branch-scope.service.ts, gl-reports-data.ts) that existed on `demo` but
were never brought into `dev` alongside the new TDS report components
that depend on them.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Clerk submits a governed share redemption request (shares, Board Resolution
No., Meeting Date, settlement Payment Type); Bank Manager reviews with a
live backend-validated checklist (account/GL state, not just submit-time
snapshot) before approving, which redeems the shares and settles the
linked savings account in one transaction. Adds a Passbook tab to the
Share Account view, a reusable search-select control, and a Savings
Product "Map Payment Types to Specific Funds" fund-source override (only
Loan Products had this before) so settlement can be GL-mapped correctly.
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>
Adds a rich decide dialog for clerks verifying inward CTS cheques: cheque
images, all automatic validation results, and a mandatory signature-check
gate built from the account's mode of operation and joint holders (backed
by a new SignatoryService reusing the existing signature/document fetch
pattern from the cashier module).
Also adds a fullscreen compare mode: the cheque opens large with a shelf
of every mandatory signer's stored signature, which can be dragged onto
the cheque, resized, made semi-transparent, and zoomed, for a real
side-by-side signature match instead of squinting at a thumbnail.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- CTS clearing module: inward batches (validate/pass/return), outward presentment
capture, positive pay, settlement, reconciliation
- Outward Clearing merged into one screen: Pending Cheques + Batches tabs (a real
clearing session per NPCI submission, either the 2-hourly job or manual send),
drill into a batch to settle/dishonour its cheques
- Date-range, text, and quick (Today/Yesterday/All) filters with pagination across
inward batches, outward presentments, outward batches, and batch detail
- NACH clearing module (mandates, batches, transaction decisioning)
- Shell/sidenav wiring for both new modules
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Designations loaded dynamically from DirectorDesignation m_code via new API endpoint
- Director board dropdown and committee board validation now use DB-driven designation list
- Mandatory designation check in committee creation driven by is_mandatory flag from m_code_value
- Vote summary panel converted from side drawer to centered modal with backdrop blur
- Voting page: remark textarea shown on Approve/Reject with Web Speech API voice input
- Voice input supports Hindi (hi-IN) and English (en-IN) with language toggle
- NgZone fix: speech callbacks wrapped in zone.run() so Angular change detection fires correctly
- Speech recognition uses continuous=true so user can dictate full remarks before stopping
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New director-board component: 2-step drawer (pick WON candidate → fill appointment details)
- Pending appointments section: highlights WON candidates not yet given a designation
- mat-datepicker for all date fields; tenure end auto-fills to +5 years from start
- Frontend validation: required field indicators + inline mat-error on submit attempt
- Past dates disabled via [min]="today" on all date pickers
- mat-select for Designation and Status (CBS outline style)
- Election service: appointDirector, updateDirector, deleteDirector, getDirectors, getPendingDirectors
- Route added: /election/directors; nav link in election dashboard
- Error handler: suppress 404 toast for /election/directors (backend not yet deployed guard)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Shows whether the selected nominee is a guarantor on any loan, with loan health indicator, borrower details, savings account, guaranteed/released/remaining amounts, and loan timeline.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- nomination-apply: show full KYC for linked family members via nested forkJoin, accordion expand/collapse cards, owner chips on KYC headers, 'Create as Client' button for manual entries
- family-members-tab: show Linked Client / Manual Entry badges, entry type in detail grid, 'Create as Client' button navigating with prefill state
- create-client + client-general-step: accept prefillData @Input from navigation state, patch form fields from family member data
- Add MPL-2.0 headers to all election module files
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Clerk cash deposits are not permitted — notes/coins denomination is
cashier vault responsibility. Shows warning banner above footer and
disables Save button when clerk selects cash payment type on a deposit.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add ClerkUiStateService with full account state save/restore (no double network call on back navigation)
- Add Photo & Signature, Standing Instructions, Today's Activity as dedicated nav pages
- Remove photo/signature, standing instructions, linked accounts, today's activity panels from main dashboard
- Add ESC key to exit fullscreen; clicking Clerk nav immediately restores fullscreen without re-navigating
- Compact clerk dashboard UI with reduced font sizes and padding throughout
- Add CashierOnlyGuard for route protection
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Transaction Entry screen with full account details panel
(personal info, joint holders, nominees, KYC, balances)
- Role-based layout: CASHIER role hides nav/sidebar/ticker,
redirects to /cashier/transaction-entry on login
- Denomination entry with opening/closing position preview
(notes first then coins, stepper +/- round button inputs)
- Auto-fetch savings/current/FD/RD accounts with associations,
client KYC, nominees, addresses, family members (S/D/W/H/O)
- Submit deposit/withdrawal via POST /transactions with denominationBreakdown
- Cashier position auto-loads for CASHIER role (no filter dropdowns)
- Pagination added to cash-history tabs and currency-exchange-detail
- Cashier menu simplified for cashier role permissions
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add 'Modify Application' button in kebab menu for rejected accounts (all 4 types)
- Rewrite edit components with tab-based UI matching create form
- Pre-populate all create-time values in edit form: product, account status,
customer segment, account type, joint holders, nominees, introducer,
deposit account link, senior citizen rate, tenure, flags (msme/balanceSwap/autoDebit)
- Fix edit mode detection using accountNo presence
- Add preselectedIntroducer @Input to IntroducerSearchComponent for pre-fill
- Support both camelCase and lowercase keys for joint holders (MySQL queryForList)
- Fix account number display: actual accountNo before previewAccountNo
- Fix cbsAccountType restore: cbsAccountType only, avoid Fineract enum object
- Add nominees fetch via /clients/{id}/nominees API in all 4 edit components
- Fix RD/FD Interest Rate Chart: SimpleChanges to prevent reset race condition
- Pre-check Senior Citizen checkbox in edit form from isSeniorCitizen DB field
- Auto-calculate rate when tenure pre-filled in edit mode
- FD calculator: use backend calculate-fd-interest API for all compounding types
- Support interestCompoundingPeriodInMonths=0 (daily) in FD calculator API
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Edit-mode now shows the previously selected KYC document type + uploaded file thumbnail
(loads from /clients/{id}/identifiers + /client_identifiers/{id}/documents). Same for
address proof on the India address step. Closes the gap where editing a client showed
an empty file picker even when proof had been uploaded on create.
Identifier-save hardened across all three callsites (create-client, edit-client,
identities-tab.createIdentifierWithDocs) - the KYC chip picker proofId is a CODE
string ('AADHAAR'), but backend ClientIdentifierRequest.documentTypeId is Long, which
Spring rejects with HttpMessageNotReadableException -> 400. resolveDocumentTypeId
helper looks up the code against /kyc/proof-types?type=id and substitutes the numeric
CodeValue id before posting. Skips silently for constitution-specific non-individual
docs that have no CodeValue mapping.
KYC payload normalises panNumber / enterprisePan / gstinNumber / cinNumber via
toUpperCase + whitespace strip so user-typed lowercase or trailing spaces don't trip
the backend regex (validation.msg.CLIENTKYC.panNumber.does.not.match.regexp).
State name match in client-address save now normalises both sides (lowercase, collapse
underscores + spaces) so legacy MADHYA_PRADESH resolves to 'Madhya Pradesh' returned
by api.postalpincode.in. Backed by tenant migration 0297.
Identities-tab resolver flattened - was returning identifiers before the per-row
forkJoin(getClientIdentificationDocuments) completed, so the view rendered empty
documents arrays. Now uses switchMap + forkJoin so the resolver awaits completion.
Also bundles concurrent work-in-progress on letter-mgmt, organization, users,
bank-calendar, shell, nominee/notes/identifier dialogs, and theming.
Co-Authored-By: Claude Opus 4.7 (1M context) <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>
- Settings → MFA Factors: wire the Authenticator tile to the real backend.
POST /v1/mfa/totp/setup mints the QR + secret + otpauth URL; the response
binds directly to <img [src]="totp.qrDataUri"> alongside a manual-entry
fallback ("Can't scan? Enter this in your app:") and an issuer/account
label. Verify hits POST /v1/mfa/totp/verify; on
error.msg.user.mfa.totp.code.invalid the message renders inline. Disable
uses DELETE /mfa/factors/{id}.
- Already-enrolled guard surfaces a dialog and re-hydrates from
/mfa/factors when error.msg.user.mfa.totp.already.enrolled is returned.
- Mobile click-to-add deep-link bound to otpAuthUrl (shown on touch-only
browsers via @media (hover:none)).
- access-control.service.ts: TotpSetupResponse + TotpVerifyResponse +
setupTotp() / verifyTotp() endpoints.
- hydrateFromServer / resetAllFactors now treat TOTP as a persisted factor
(verified, factorId, verifiedOn) instead of local state.
- Login 2FA picker: iconFor() returns 'qrcode' for TOTP, OTP-context copy
switches to "Open your authenticator app", Resend button hidden,
validity badge reads "rotates every 30 s".
- 2FA popup redesigned: CBS Nexora brand lockup at the top (logomark +
wordmark + 'Secure Sign-in' sub-line), refined card depth with stacked
shadow + ambient glow, segmented 6-cell OTP input, brighter primary
button gradient, responsive collapse at <=480px.
- Register faQrcode in icons.module.ts.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- 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>
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