feat(shares): add Share Withdrawal maker-checker workflow with GL settlement
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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>
This commit is contained in:
2026-08-05 16:55:21 +05:30
co-authored by Claude Sonnet 5
parent 8c7d8287f9
commit cc5cd4c6ab
31 changed files with 3565 additions and 55 deletions
@@ -56,14 +56,18 @@ export class TransactionsTabComponent implements OnInit {
transactionsData: any;
/** Data source for transactions table. */
dataSource: MatTableDataSource<any>;
/** Columns to be displayed in transactions table. */
/** Columns to be displayed in transactions table — a share account's passbook: every
* purchase/redeem entry plus the running share balance and, for a withdrawal, the Board
* Resolution Number / Date of Meeting that authorised it. */
displayedColumns: string[] = [
'transactionDate',
'transactionType',
'totalShares',
'purchasedOrRedeemedPrice',
'chargeAmount',
'amountRecievedOrReturned'
'amountRecievedOrReturned',
'runningBalance',
'resolutionMeeting'
];
/**
@@ -73,9 +77,19 @@ export class TransactionsTabComponent implements OnInit {
constructor() {
this.route.parent.data.subscribe((data: { sharesAccountData: any }) => {
this.shareAccountData = data.sharesAccountData;
this.transactionsData = this.shareAccountData.purchasedShares.filter(
(transaction: any) => transaction.type.value !== 'Charge Payment'
);
this.transactionsData = this.shareAccountData.purchasedShares
.filter((transaction: any) => transaction.type.value !== 'Charge Payment')
.slice()
.sort((a: any, b: any) => new Date(a.purchasedDate).getTime() - new Date(b.purchasedDate).getTime());
let runningBalance = 0;
this.transactionsData.forEach((transaction: any) => {
const shares = Number(transaction.numberOfShares) || 0;
runningBalance += transaction.type.value === 'Redeem' ? -shares : shares;
transaction.runningBalance = runningBalance;
});
// Passbook reads newest-first.
this.transactionsData.reverse();
});
}