Commit Graph
369 Commits
Author SHA1 Message Date
niteshandClaude Sonnet 5 97d0545f07 fix(chequebook,ctsclearing): surface global stock allocation in UI; fix decided-state check
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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>
2026-07-23 17:08:10 +05:30
Jaanu423andClaude Sonnet 5 6d205c0ed2 feat(clearing): add CTS/NACH clearing UI with real NPCI batch sessions
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- 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>
2026-07-21 15:57:45 +05:30
Jaanu423andClaude Sonnet 5 ed2a40a8bf fix(chequebook,cashier): surface real hold/lien amount instead of fake placeholders
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- Savings account general tab now shows the real lien/user hold
  (savingsAmountOnHold) alongside the existing guarantor hold (onHoldFunds).
- Cashier transaction-entry "Transfer Hold" / "Tr. Hold" now bind to the real
  freezeAmount instead of a hardcoded 0.00 placeholder; "Freeze Amount" itself
  reverted to 0.00 per request. withdrawableAmount no longer double-subtracts
  the hold for savings accounts (whose availableBalance is already
  hold-adjusted server-side), while current accounts (whose availableBalance
  is not) still get the client-side subtraction they need.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-16 15:06:58 +05:30
Jaanu423andClaude Sonnet 5 0cc79ccd57 feat(clerk): add clerk-facing Cheque Book screen and shell nav wiring
Adds a customer-account-scoped Cheque Book view under Clerk > Account
Facilities (list + leaf detail, with stop-payment/report-lost/mark-used/
return actions), reachable via a new hover dropdown on the Account
Facilities nav item. Also refreshes the Account Facilities page layout,
and carries over a few chequebook service/detail-dialog fixes from the
back-office module (used-leaf display, leaf-lookup dialog polish).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-15 16:08:43 +05:30
Jaanu423 7abfa394df feat(chequebook): add cheque book module with Maker-Checker workflow
Adds cheque series creation, stock receive, cheque leaf request/lookup,
and stop-payment/lost-reporting flows with Maker-Checker approval and
a checker-inbox tab for pending chequebook requests.
2026-07-15 11:02:46 +05:30
keshav898966 1ea4cfe8d8 implemented a Maker-Checker workflow for Products, with approval-based updates and product locking to prevent concurrent edits 2026-07-03 15:08:47 +05:30
Jaanu423andClaude Sonnet 4.6 ae414c620e feat: standing instructions UI - view redesign, edit pre-fill fix, current account tab improvements
- Redesign view-standing-instructions with sectioned layout (General Info, From Account,
  To Account, Transfer Settings, Recurrence) using info-grid/info-row CSS pattern with
  color-coded status badge
- Fix edit-standing-instructions: remove buggy recurrenceOnMonthDay.push() crash that
  caused all form fields to be empty; add parseISODate() and parseMonthDay() helpers
  handling both ISO string and array formats; add null safety with ?. guards on all fields
- Fix edit form patchValue: fromAccount and toAccount show as 'productName - accountNo'
- Improve current account standing-instructions-tab HTML with ?. null guards
- Add missing i18n keys: General Information, From Account, To Account, Transfer Settings,
  Recurrence Settings, Valid From, Valid Till

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 10:53:52 +05:30
Nitesh Yadav c70a11f30c Merge feature/UI-DSC-MFA: resolve conflicts keeping both UI updates and account-charges changes 2026-05-19 11:04:33 +05:30
AdityaandClaude Opus 4.7 325228c514 feat: letter-mgmt module + digital UPI/IMPS/ATM-POS reports + header redesign
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>
2026-05-19 10:09:06 +05:30
Nitesh Yadav 52a5135406 resolve merge conflicts: keep incoming .env version, incoming nominee HTML, HEAD guardian SCSS 2026-05-15 13:17:44 +05:30
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
Nitesh Yadav a270f72ba3 update loan product code 2026-05-12 11:37:39 +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 58cef1c20b rd account save api update 2026-04-30 16:20:35 +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 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 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
EmanuelCR03andGitHub 07f701f654 WEB-791: Financial Translation to Mexican Spanish (#3227) 2026-02-24 18:27:30 -06:00
Shubham KumarandGitHub e3ab68a607 WEB-790 Fix Spanish (es-MX) translations for Remittance module (#3225) 2026-02-24 13:44:07 -06:00
EmanuelCR03andGitHub 8d5df77010 WEB-786: Fix 401 HTTP error (#3222) 2026-02-24 00:50:52 -06:00
Shubham KumarandGitHub 2d82b59ce2 WEB-786fix(remittances): resolve 401 Unauthorized by isolating env variables (#3221) 2026-02-23 22:56:00 -06:00
Soni JayandGitHub da68c2999f WEB-784 System Information section in System is not translated in all languages (#3220) 2026-02-23 16:03:03 -06:00
Shubham KumarandGitHub b17112b866 WEB-779 feat:Add about Us translation keys to all language files (#3213) 2026-02-22 23:37:48 -06:00
Shubham KumarandGitHub 2e0d403a79 WEB-751 feat: add draw signature capability for clients (#3212) 2026-02-22 19:05:22 -06:00
Shubham KumarandGitHub f0db7491ab WEB-635 feat: add about us page (#3210)
improve
2026-02-22 19:04:18 -06:00
Shubham KumarandGitHub cd190b385a WEB-636 feat(system): implement system information section (#3207)
WEB-636 fix(system): address code review feedback for stylelint and link security
2026-02-22 15:11:07 -06:00
Shubham KumarandGitHub 4a3417d617 WEB-771 feat: sync 70+ remittance translation keys across all locales (#3201)
improve

improve

improve
2026-02-22 10:23:50 -06:00
Omar NabilandGitHub d7975ac855 s (#3192) 2026-02-21 23:53:59 -06:00
Shubham KumarandGitHub 4c8f5d8343 WEB-506 feat: add Remittance Module with 7-step payout wizard (#3200)
WEB-506 fix: address CodeRabbit review (security, validation)

WEB-506 fix: make API gateway header name configurable (MIFOS_REMITTANCE_API_HEADER)

WEB-506 fix: remove duplicate translation keys (Personal Information, Transaction Details)
2026-02-21 23:52:37 -06:00
Soni JayandGitHub 2d17b3c17c WEB-756 Fix the web application to remove text/values from Pentaho fixed fields. (#3185) 2026-02-18 19:11:48 -06:00
Soni JayandGitHub b7e9068556 WEB-747 Unable to approve or activate the GSIM account from group level (#3184) 2026-02-18 17:46:39 -06:00
Krishna MewaraandGitHub aaace0f27b WEB-745: Fix unable to assign staff to active savings account (#3179) 2026-02-17 12:08:54 -06:00
Shubham KumarandGitHub 5ec92039ed WEB-744 fix(i18n): standardize COB translations (#3177)
improve
2026-02-16 18:20:32 -06:00
Shubham KumarandGitHub 1f9beea88d WEB-736 fix(i18n): translate remaining 'Delinquency' terms in Nepali (ne-NE) (#3171)
improve
2026-02-15 22:47:47 -06:00
Gopi KishanandGitHub 3f62b33fbf Merge pull request #3070 from Omar-Nabil2/msg
WEB-637 :- Display "No Data Available" message instead of empty tables on Client General Tab
2026-02-16 04:59:41 +05:30
Krishna MewaraandGitHub 2317e5009c WEB-693: Implement Date and Datetime Global Variables (#3123)
Signed-off-by: DeathGun44 <krishnamewara841@gmail.com>
2026-02-15 15:35:42 -06:00
Soni JayandGitHub 80a26c775a WEB-709 Interest Rate Field Error Messages Not Translated (#3137) 2026-02-15 02:33:42 -06:00
Shubham KumarandGitHub fd49c41eca WEB-719 feat: add External ID translation keys to all language files (#3149)
improve
2026-02-13 19:31:48 -06:00
Shubham KumarandGitHub 1ea9f88bb2 WEB-600 feat:External National ID System integration for client creation/editing (#3145)
improve
2026-02-13 13:40:19 -06:00
Jose Alberto HernandezandGitHub 18ae07b8cf Merge pull request #3132 from JaySoni1/WEB-701-page-title-create-loan-originators-is-not-translated-localized-properly
WEB-701 Page title create loan originators and manage loan originators is not translated localized properly
2026-02-11 13:05:59 -05:00
JaySoni1 ea4931aa04 WEB-701 Page title 'Create Loan Originators' is not translated/localized properly 2026-02-11 17:27:53 +05:30
EmanuelCR03andGitHub 7c80d497ec WEB-689: Fix Spanish Translation (#3128) 2026-02-10 12:22:09 -06:00
Soni JayandGitHub 6300c47a2c WEB-687 Add missing audit trail translations (#3118) 2026-02-10 09:50:53 -06:00
EmanuelCR03andGitHub 92342bb0a8 WEB-689: Fix Spanish Translation (#3121) 2026-02-09 17:35:07 -06:00
AnvayandGitHub 2f73e9a9eb WEB-604: Add hour/minute time selection for partial day cashier allocation (#3108)
- Added hour (00-23) and minute (00-59) dropdowns to Create Cashier form
- Added hour/minute dropdowns to Edit Cashier form with existing time parsing
- Time fields shown conditionally when Full Day is unchecked
- Added end-time-after-start-time validation
- Clear stale invalidTimeRange error before re-validating
- Renamed setEditChargeForm to setEditCashierForm
- Added Hour and Minute i18n keys to all 13 locale files
2026-02-08 16:15:50 -06:00
AnvayandGitHub 77e95c6146 WEB-677: Improve Transfer Funds UX with vertical stepper (#3107)
- Refactored Transfer Funds page into a 3-step vertical stepper:
  Step 1: Beneficiary Selection
  Step 2: Transfer Details
  Step 3: Transfer Status (success/failure)
- Split single form into beneficiaryForm and transferDetailsForm
- Added MatStepper with custom icons and linear progression
- Added transfer status display with success/failure states
- Added missing i18n translation keys across all 13 locale files
- Fixed MatHint import for NG1010 compilation error
2026-02-08 13:12:52 -06:00