Commit Graph
23 Commits
Author SHA1 Message Date
keshav898966 1692925d0d existing account saving and current add or remove nominee and digital & account features and also FE & RD nominee add or remove 2026-07-10 18:45:28 +05:30
keshav898966 bc980d2059 share link drop down yes/no on ui 2026-06-26 11:15:10 +05:30
Jaanu423andClaude Sonnet 4.6 260fabaa48 feat(accounts): add Modify Application for rejected Current/Savings/FD/RD accounts
- 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>
2026-06-03 10:36:40 +05:30
Jaanu423andClaude Sonnet 4.6 1aa46397a6 feat(search): restrict client search to INDIVIDUAL only for nominee, introducer, joint holders
- nominee-form: searchByText now passes legalFormType='INDIVIDUAL' for both
  nominee search and guardian search — prevents entities/companies appearing
- introducer-search: same INDIVIDUAL filter applied
- add-related-client-dialog: INDIVIDUAL filter for joint account holders,
  partners, and members search

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-01 21:26:31 +05:30
Jaanu423andClaude Sonnet 4.6 547cfd581e feat: Nexora grouped action menu for Current Account, FD, and RD views
- Non-individual clients: hide Nomination Facility & Nominees in create flow,
  skip nominee validation on submit, hide Nominees tab in account view
- Current Account view: replace flat kebab menu with Nexora grouped menu
  (Transact / Restrict / Interest / Admin / Danger zone), scrollable body,
  pinned header, colour-coded icons; add kindOf/iconOf/hasKind helpers
- Fixed Deposit view: same grouped menu using shared cur-action-menu styles
- Recurring Deposit view: same grouped menu with permission directives
- main.scss: add cur-action-menu / cur-menu global styles with MDC flex fix
  for Material 20 (.mat-mdc-menu-item-text)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-25 13:11:02 +05:30
Jaanu423andClaude Sonnet 4.6 ad6f629c3f fix: nominee share & joint ownership validation across all account types
- Block 0% nominee share in all steppers (Savings, FD, RD, Current) —
  Add button disabled via isValid, addNominee() guards < 1, nominee-form
  error condition fixed for value=0
- Joint ownership: default primary share 50%, enforce min 1% on blur,
  max 100% on input with DOM clamp via $event, auto-redistribute
  co-holders proportionally when primary share changes,
  isJointOwnershipValid guards each holder >= 1
- Pending/Rejected account tabs: normalize date format to 22 May 2026
  for both array and string date values from API

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-23 14:05:00 +05:30
Jaanu423andClaude Sonnet 4.6 3370a95235 feat: account charges UI — current account, FD, RD stepper redesign
Redesigned create-account stepper UI for current accounts, fixed deposits,
and recurring deposits: updated layout, preview steps, interest rate chart
step, currency step, and detail step components. Savings preview styling
and currency step also updated.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-22 12:47:25 +05:30
Jaanu423andClaude Sonnet 4.6 61b0244fa0 feat: senior citizen rate fix, joint ownership cap, FD/RD UI improvements
- Senior citizen interest rate correctly sent in FD/RD create payload
  (isSeniorCitizen, seniorCitizenInterestRate, nominalAnnualInterestRate override)
- Joint account ownership capped at 100%: Add Holder/Partner button disabled
  when 100% reached; dialog enforces remaining share as max across all account types
- FD/RD interest rate chart step: rate calculator with tenure, senior citizen toggle,
  maturity preview
- FD/RD preview step improvements
- Base FD interest rate chart component added under fixed-deposit-products
- Base recurring deposit interest rate chart component removed (replaced)
- Savings account details step: joint holder improvements
- Products routing and module updated for base FD rate chart

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-21 21:15:45 +05:30
Nitesh YadavandClaude Sonnet 4.6 3df7d100df feat: add nominee, auto-debit, charges UI for SB/CA/FD/RD accounts; enforce required fields
- SB/CA/FD/RD Currency Step: add Nomination Facility toggle with multi-nominee form
  (NomineeFormComponent), auto-debit facility toggle, dormancy alert panel
- SB/CA/FD/RD Preview Step: display nominees list, auto-debit status, dormancy info
- FD/RD create component: validate Deposit Tenure, Monthly Installment (RD), and
  Customer Segment are filled before submit; show clear alert messages on missing fields
- FD account details step: remove duplicate Currency section (already shown in
  Currency & Account Status Configuration step)
- CA/SB create component: handle duplicate externalId API error with user-friendly alert
  instead of raw error display

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 08:08:08 +05:30
Nitesh Yadav 52e216fbe5 update rd,fd,saving and current product update validation end date and and this all account nominee facility code 2026-05-15 12:53:47 +05:30
Nitesh YadavandClaude Sonnet 4.6 d0370781e8 update loan product code and rd,fd,saving,current account validation add
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 07:40:04 +05:30
Nitesh Yadav 4d421e8066 merge feature/update_code and feature/UI-MFA-Product branch code 2026-05-11 11:36:56 +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
Nitesh Yadav 31b2490f09 feat: update savings/current/rd account UI flows 2026-04-28 13:16:07 +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 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 fc1c5126fc saving , current and RD account code update 2026-04-22 18:28:14 +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