Brings in all of dev's latest content not present on demo-backup
(Share Withdrawal/Closure feature, TDS reports, KYC exception tracking,
client-edit-email-dialog, form121 tab, search-select) while preserving
demo-backup's own unique changes (wrapping Approval Center tab nav,
Loan Origination/Investment mega-menus). 36 files that a prior "ours
wins" conflict resolution had silently dropped were restored explicitly
from dev's tip.
Reverts all commits pushed to demo today (a5124ca3, 858c277a, a1a50ab8,
f72abb09, fcf66657) back to f8c532f7 as a single forward commit, without
rewriting history. All reverted content (Share Withdrawal/Closure feature,
TDS reports, KYC exception tracking, client-edit-email-dialog, form121 tab,
search-select) remains intact on dev and was verified identical before
this revert.
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>
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>
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.
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.
- 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>
- 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>
- 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>
Brings in KYC re-verify UX, family/nominee tab gating, savings dialogs and
cfcfrms shell from the UI-DSC-MFA branch.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
# Conflicts:
# src/environments/.env.ts
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>
Add reusable SuccessDialogComponent (green check, gradient hero, pop-in
animation) and redesign ErrorDialogComponent to match (red exclamation,
clear title, centered OK). Wire edit-user submit flow to the new dialogs:
success defers navigation until the user confirms, errors surface the
backend message in the styled modal instead of a grey snackbar.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Add Education Level, Degree/Qualification, Religion, Social Category dropdowns (individual clients) with dependent filtering on the create/edit/preview/view flows
- Add Agriculture Income & Non-Agriculture Income fields under Financial & Classification
- Gate Save with a Verify Client alert dialog when sanctions screening is not yet performed
- Trim Office Name and CKYC Number columns from clients list; widen table to fill container
- Remove DIP/Screening log IDs from preview and personal-data tabs
- Rename "Branch Visit" to "Home Visit" across KYC management
- Wire Take Action: open dedicated dialogs for Schedule Home Visit (officer + datetime) and Send Video KYC link (channels + officer + 48h expiry + session preview)
- Migrate Signatory and Guardian image dialogs to inject() for prefer-inject lint rule
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Edit button per tab with Save & Next confirmation dialog
- DOB change triggers re-KYC alert, resets PAN verification, auto-fills remarks
- Mobile/email changes logged as audit notes via client notes API
- Redesigned confirmation dialog with icon + title, type-based theming
- KYC re-edit flow: remarks mandatory for VERIFIED records, re-edit API command
- Load existing photo & signature in edit KYC, immediate upload on change
- Populate all KYC fields (document, AML, form60/15) from API on edit
- Non-individual PAN verification uses same flow as individual
- Fix table overflow when sidebar panel is open
- Add fr unit to stylelint allowed-list
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- 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>
- Dark gradient background (#0f1923 → #1c2d3f) replacing old blue card
- Rounded 72px avatar with compact upload/capture/delete buttons
- Name row: bold white text + green status badge + menu button
- ID chips: monospace font, semi-transparent background
- 4-column details grid with cell borders inside rounded container
- All labels 9px uppercase, values 12.5px white
- Responsive: 3-col → 2-col → 1-col on smaller screens
- Also fix: 2-column grid specificity for dialog file upload
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
anshul
keshav
nitesh
Anshul Rathore