- New "Pending Client Edits" screen under Checker Inbox & Tasks: server-driven pagination,
date range + Today/Yesterday/All presets, status filter (Pending/Approved/Rejected), search —
mirrors ChequebookRequestsComponent's architecture.
- Compare dialog diffs the maker's proposed values against a point-in-time "before" snapshot
(client-edit-diff.util.ts) captured when the edit page was opened, so only genuinely changed
fields show — works correctly for Pending, Approved, and Rejected edits alike, since it no
longer depends on comparing against the live (possibly already-updated) client record.
- edit-client.component.ts: General tab save now submits for approval instead of applying
immediately, shows a pending-approval banner, and blocks a second submission while one's
outstanding.
- error-handler.interceptor.ts: added the new /clients/{id}/edit/pending check to the existing
"expected 403/404, don't alert" allowlist (same pattern already used for client images/KYC).
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Raise isMinor threshold from age <10 to <18 (legal definition), cascading correctly to
guardian requirement, KYC document filtering, and Education Level/Degree Qualification
visibility (now shown for all ages, not hidden for minors).
- Load and display previously-uploaded Senior Citizen proof / PWD certificate documents on
edit (view/replace/remove), instead of always showing an empty upload prompt.
- Fix seniorPwdDocsComplete to accept an existing certificate, not just a freshly-picked file.
- Add DocumentPreviewDialogComponent: a reusable in-app modal (image/PDF/download) used in
place of window.open() for saved KYC/address/senior-citizen/PWD documents — avoids popup
blockers (fired only after the async download resolved) and Chrome/Edge's failure to paint
large base64 data: URLs on first open.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
filterDocTypesForMinor() only ever removes entries. The initial (pre-DOB, isMinor=false) seed
already stripped Birth Certificate/School ID Card out of kycDocumentTypes, so the isMinor
ngOnChanges handler re-filtering that same shortened list could never bring them back once the
client turned out to be a minor. Rebuild from the full defaultDocumentTypes source instead
(matching how the initial seed itself is built) whenever isMinor changes and the backend KYC
template hasn't already taken over. Also gives School ID Card the "Government-issued ID"
category it was missing, so it groups with Aadhaar/Passport/Birth Certificate instead of "Other".
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Add hasMother/hasFather/hasCaretaker/familyRelationshipRulesMet to
ClientFamilyMembersStepComponent, matched against the RELATIONSHIP code value label.
- Show two independent inline error banners (never merged into one message) when Mother, or
both Father and Caretaker, are missing.
- Gate "Save & Next" and final Submit on this rule in both the create and edit client flows —
the edit flow previously treated the Family tab as unconditionally optional.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Fix signature-document reads picking the oldest upload instead of the latest across 7 call
sites (CKYC tab, view/delete-signature dialogs, edit-wizard preview, cashier transaction entry,
signatory service, record-master) by sorting on document id instead of an unsorted find().
- Add Monthly Turnover and Annual Income fields alongside the renamed Yearly Turnover field.
- Add Senior Citizen (auto-detected from DOB) and Person with Disability classification, with a
required disability-certificate upload gate before client creation can proceed.
- Add Graduate and Diploma as distinct Education Levels, with diploma-specific degree options.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Frontend counterpart to the backend dual-OTP contact-change feature:
- New ContactOtpBlockComponent (6-box segmented OTP input) used up to 4x in
Edit Client (old/new mobile, old/new email — grouped under per-field
sub-headers) and once each for mobile/email in Create Client, gating
Save/Save & Next until every required box is verified.
- edit-client.component.ts: detects mobile/email/DOB changes against the
loaded snapshot using local-date comparison (not `.toISOString()`, which
false-triggers a day-shift in positive-UTC-offset timezones) and
trimmed/case-insensitive email comparison (autofill whitespace or re-typed
casing no longer reads as a change the masked preview can't explain).
- client-kyc-step.component.ts: new `invalidFieldLabels` getter names every
currently-invalid required KYC field, surfaced via the Save & Next tooltip
in both create-client and edit-client so a greyed-out button always
explains what's still missing instead of a generic message.
- CaptureImageDialogComponent generalized for both profile photo and
signature (photograph-a-paper-signature) capture:
- Frame aspect now matches the requested getUserMedia resolution
(4:3 profile / 16:9 signature) with object-fit: cover, eliminating the
pillarboxing (black bars) a mismatched box previously caused.
- Suppresses Chromium's auto-injected PiP/cast corner overlay icons.
- Frame height capped in vh (not just px) so the dialog fits short
viewports instead of pushing Cancel/Upload below the fold.
- upload-document-dialog.component.ts: generic Documents-tab upload now also
offers "Capture from Webcam" alongside Browse, reusing the same capture
dialog.
- New client History tab (reuses the existing Audit Trail data, scoped to
this client) and dataUrlToFile/dataUrlToBlob util for routing webcam
captures through the same upload pipelines as a picked file.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Create User dialog now has a mandatory Email/Mobile OTP delivery method
picker (styled as a pill toggle) alongside the existing fields.
Adds a new post-login agreement acceptance dialog: right after the existing
2FA flow (TwoFactorAuthenticationComponent) succeeds, or immediately after
login for users without 2FA, the user must accept the bank's current
agreement/disclaimer at least once before reaching the app.
Also adds a "Manage User Agreement" admin screen (System section) to publish
versioned agreement text without a code deploy.
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 "Comparison Details" popup on the inward decision dialog showing
exactly what each automatic rule compared (amount figures vs words,
instrument date vs its valid-until window, balance vs amount, RBI
Positive Pay threshold, IQA sub-checks) instead of just the pass/fail
pill, mirroring InwardClearingValidationService.java's actual logic.
For an already-decided item, the stale/postdated "as of" date now shows
the decision date rather than today's live date.
Once a cheque is decided, the batch table's Validation column collapses
to a single outcome pill instead of permanently showing all 7 rule
badges, and the item-decision dialog itself switches to a read-only
decision summary (outcome, decisioned-on, note, settlement status)
instead of a re-openable Pass/Return form — the "Decide" action becomes
"View" for decided rows.
Also fixes two silently-broken directives: matTooltip and mat-dialog-close
were used throughout the decision dialogs without MatTooltipModule /
MatDialogClose being imported into the standalone components, so every
tooltip and every close button did nothing.
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>
Adds sponsor-dd and sponsor-dd-reconciliation feature modules, a
shared customer search dialog, and wires them into routing/shell/
organization screens alongside cashier and deposit-request updates.
- 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>
- 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>
Cashier token-based withdrawal disbursement was re-running the balance/min-balance
checks against the already-approved amount, which always failed since the manager
approval had already deducted the balance — the check now skips for that case
(clerk-created requests still get the full validation).
Cheque book request submission now shows the actual backend error message
(e.g. insufficient-balance rejections) instead of a generic fallback string.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
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>
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.
- 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>
- Add Committee Board component: create/edit committees with profile image upload
- Image viewer: redesigned zoom dialog with frosted glass toolbar, SVG icons, dark theme
- Committee profile image: circular upload ring, full-size zoom via ImagePreviewDialogComponent
- Member photos: clickable avatars open zoom viewer in both stacked and list views
- Backend: committee API service methods (CRUD, members, dissolve, current directors)
- Route and navigation link added to election dashboard
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Candidate board: lock Remove and Change Symbol buttons when voting is active (VOTING_OPEN/CLOSED/RESULT_DECLARED/CANCELLED)
- Director board: group directors by election with Current/Past badges, sorted newest first
- Past election groups collapsed by default; click header to expand/collapse with chevron animation
- Show first 6 directors, expand button for remaining members
- Load member photos in director cards via clientImage API (fallback to initials)
- 4-column responsive grid for director cards
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add durationYears field to election config with Board Active Until display on dashboard
- Auto-fill director tenure start (from resultDate) and end (from durationEndDate) when election has duration set; both fields readonly with Auto badge
- Hide Status field on new appointment form (only shown on edit)
- Change Remove button from hard delete to soft delete (status REMOVED) with audit-safe confirm
- Fix isTenureExpired() template call replaced with precomputed isExpired property
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>
- Removed Election Type dropdown from config form (hardcoded DIRECTOR in payload)
- Post name options reduced to Director only, Add Post button removed
- Eligibility section in nomination-apply hidden when no criteria configured
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replaced raw JSON pre dump with readable key-value rows.
PASS/FAIL/WON values show as green badge, FAIL/REJECT/CANCELLED as red.
Manual vote counts shown as table with Candidate/Post/Votes/Previous columns.
Winner results shown as separate table with Post/Winner/Votes.
Added DETAIL_LABELS for 50+ field keys covering all audit action types.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
nitesh
keshav