Commit Graph
42 Commits
Author SHA1 Message Date
keshav 0b79b0b0d3 feat: implement cashier dashboard, dividend dashboards, share accounts views, and checker tasks 2026-08-25 11:20:42 +05:30
nitesh 01e86173c1 feat(shares): close share account directly on withdrawal approval; drop separate closure-request flow
build-run / Run Lint, Build and Deploy (push) Canceled after 0s
Publish Image in Docker Hub / build (push) Canceled after 0s
Playwright E2E Tests / Run Playwright Tests (push) Canceled after 0s
Tests / testRigor (push) Canceled after 0s
Replaces the auto-submit-closure-request behavior with an immediate
account close, in the same approval action, when a withdrawal brings
shares to zero — matching the backend's new single-step close-on-
approval flow. Removes the now-unneeded Share Closure Request feature
entirely: dedicated create/list components (Clerk Dashboard + Approval
Center), routes, nav links, and the "eligible for closure" banner on
the Share Account view.

Also adds a clear "this will close the account" notice wherever a
withdrawal would zero out the account's shares — the standalone Share
Withdrawal Request page (submit + review) and Transaction Entry's
Share Redemption Transfer confirm dialog — styled as an amber warning
callout rather than a plain info line. Trims that confirm dialog to
just the required details (dropped the redundant ECS A/C No. line and
the validation-checklist block) and compacts its overall size.
2026-08-06 19:27:51 +05:30
nitesh 4281a596af fix: restore remaining content dropped by the dev merge (comprehensive audit)
build-run / Run Lint, Build and Deploy (push) Canceled after 0s
Publish Image in Docker Hub / build (push) Canceled after 0s
Playwright E2E Tests / Run Playwright Tests (push) Canceled after 0s
Tests / testRigor (push) Canceled after 0s
Systematic file-by-file audit of demo-backup against dev to find any
remaining instances of the same silent-drop pattern from the earlier
merge (git's 3-way auto-resolve keeping demo-backup's side wherever it
had independently touched nearby lines, even when dev's side was a
genuine, unrelated addition). Restored:

- clients.module.ts: missing ClientFamilyMemberChildDialogComponent
  registration (component existed but was never wired in)
- client-family-member-dialog: full children-management flow (checkbox,
  form array, child dialog integration, view/edit summary blocks)
- edit-client: FIR-exception flow for inaccessible old mobile numbers,
  and a hardened detectSensitiveFieldChanges() (null-guard, phone-digit
  normalization, dirty-checked comparisons to avoid false-positive
  Verify-Contact-Change prompts)
- shell.component.ts: withdrawal-review URL matcher extended to cover
  the Share Withdrawal Request review route
- fiu.component.html: AML alert status filter and monthly CTR reports
  table UI (backing logic already existed unused in the .ts)
- Shares module: Passbook tab (component existed but had no route or
  tab link), running-balance/resolution columns on the transactions
  tab, subscript-sizing fixes and a pill-style filter-bar redesign on
  Share Holders
- Savings/Share product accounting steps: Payment-Channel-to-Fund-
  Source mapping section, and Share Reference account restructuring
- pending-client-edits: email status badges + "View Email" button
  (dialog component existed but nothing on this list triggered it)

Everything else that still differs from dev was individually verified
as either demo-backup's own independent work (Investment/Loan
Origination/NPA/RBI-OSS modules, the Approval Center tab-nav redesign,
AML/compliance review features, bank-name rebrand in demo seed data)
or purely cosmetic formatting differences — left untouched.
2026-08-06 16:35:52 +05:30
nitesh 8255c8398d Merge dev into demo-backup
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.
2026-08-06 14:16:22 +05:30
nitesh 14c5f5070d Revert demo to pre-2026-08-06 state (rollback today's push)
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.
2026-08-06 13:39:40 +05:30
niteshandClaude Sonnet 5 7f836f6f71 feat(shares): add Share Account Closure maker-checker workflow
Clerk submits a closure request only once a share account holds zero
shares; manager validates (shares still zero, account active, no active
loan/guarantee, KYC/AML standing, maker!=checker) and approves, which
executes the real Fineract "close" command. The direct native "Close"
action is removed from the account menu — it silently force-redeemed any
remaining shares, bypassing the withdrawal approval flow entirely — and
replaced with an "Eligible for Closure" banner. When a withdrawal approval
brings a share account's holding to zero, a closure request is now
auto-submitted (still requires manager approval) so the clerk doesn't have
to separately open "New Share Closure Request".

Also fixes an unrelated build break introduced by a merged commit: a
missing `suppressMonthlyAnnualLink` property declaration, and two files
(branch-scope.service.ts, gl-reports-data.ts) that existed on `demo` but
were never brought into `dev` alongside the new TDS report components
that depend on them.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-06 11:43:56 +05:30
niteshandClaude Sonnet 5 cc5cd4c6ab feat(shares): add Share Withdrawal maker-checker workflow with GL settlement
Tests / testRigor (push) Canceled after 0s
build-run / Run Lint, Build and Deploy (push) Canceled after 0s
Publish Image in Docker Hub / build (push) Canceled after 0s
Playwright E2E Tests / Run Playwright Tests (push) Canceled after 0s
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>
2026-08-05 16:55:21 +05:30
keshav 0c99dc3686 share certificate and share product maker checker 2026-07-27 13:57:49 +05:30
Shubham KumarandGitHub a07a89a5d7 chore: add MPL license headers to all source files (#2977) 2026-01-10 10:44:23 -06:00
Felix van Hove 7fd1486c08 Upgrading to Angular 20:
Replaced checked in package-lock.json by regenerated one.
Ran ng update @angular/core@20 @angular/cli@20
Ran npm install @angular-builders/jest@^20.0.0 @fortawesome/angular-fontawesome@^3.0.0 @swimlane/ngx-graph@^11
Ran npm install ngx-mat-select-search@^8.0.2.
Ran ng update @angular/material@20.
Updated all eslint and typescript to the latest versions.
Removed @angular-devkit/schematics.
Updated fontawesome.
Updated rxjs and tslib.
Moved required node version from 16 to 20.
Updated jest-preset-angular.
Set preserveWhitespaces to false.
Corrected two type declarations in two typescript files to make ng serve run without errors.
Removed unused angular-devkit/schematics from view-user.component.ts .
Updated list of supported browsers.
Upgraded prettier.
Ran prettier . --write the first time.
Ran prettier . --write the second time.
Ran ng generate @angular/core:inject with defaults, excepted a handful of files.
Fixed remaining eslint problems.
Added dist directory to ignores in eslint.config.js.
Let prettier fix formatting, almost everything is just line breaks.
Made htmlhint ignore @if and @for Angular constructs.
Updated node version in Github workflow to 22.12.0 (build.yml).
Updated .env.ts.
Updated Angular datetime format strings from YYYY-MM-DD to yyyy-MM-dd.
Merged changes from dev into angular20 branch.
2025-12-08 11:01:01 +01:00
Gopi KishanandGitHub 6ee9897bd1 WEB-215 Merge angular-update-19 into dev to upgrade Angular from v18 to v19 (#2530) 2025-06-20 19:03:06 -06:00
Gopi KishanandGitHub b7c6ea857a WEB-201 Merge angular-update-18 into dev to upgrade Angular from v17 to v18 (#2513) 2025-06-13 08:19:03 -06:00
Adam Saghy 19a14e5b5b Upgrade to Angular 16
Merge `angular-update-16` into `dev` branch
2025-05-23 18:47:20 +02:00
Felix van HoveGitHubCraig-RosarioJose Alberto HernandezJose Alberto Hernandezadam.magyaridependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
c8d857f3cb Merging all changes in main branch of the last weeks into dev branch (#2444)
* fixed identities tab

* fix: Loan Product capitalized income form validation

* Loan account with Capitalized Income transaction

* fix: Use first API url from url list

* Loan Product with Capitalized Income GL accounting mappings

* fix: Loan Product capitalized income with Income Type

* Loan account details - income capitalization type

* fix: Loan Product Cash accounting view

* fix: Loan Id updated in Loan views after url changed

* fix: Charge management minimum and maximum cap values validation

* build(deps-dev): bump http-proxy-middleware from 2.0.7 to 2.0.9 (#2421)

Bumps [http-proxy-middleware](https://github.com/chimurai/http-proxy-middleware) from 2.0.7 to 2.0.9.
- [Release notes](https://github.com/chimurai/http-proxy-middleware/releases)
- [Changelog](https://github.com/chimurai/http-proxy-middleware/blob/v2.0.9/CHANGELOG.md)
- [Commits](https://github.com/chimurai/http-proxy-middleware/compare/v2.0.7...v2.0.9)

---
updated-dependencies:
- dependency-name: http-proxy-middleware
  dependency-version: 2.0.9
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* docs: Improve contributing guidelines (#2440)

The CONTRIBUTING.md file has been updated to clarify that
we use the dev branch for development. In addition to
that, I have slightly shortened and restructured the text.

FIXES: WEB-165

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: Craig-Rosario <craig.rosario04@gmail.com>
Co-authored-by: Jose Alberto Hernandez <alberto@art3ch.solutions>
Co-authored-by: Jose Alberto Hernandez <alberto@black-box.local>
Co-authored-by: adam.magyari <magyari.adam96@gmail.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2025-05-05 10:36:01 -06:00
Ralph HopmanandAdam Saghy cac1d11ad7 build: Use prettier for typescript
Stop ignoring .ts files in prettier and fix existing issues.
2025-01-15 11:59:30 +00:00
Ralph HopmanandAdam Saghy 2ec9ba81d6 build: Use prettier for html
Stop ignoring html files in prettier and fix existing issues.
2024-12-19 09:36:50 +01:00
Ralph HopmanandAdam Saghy 31f1890051 build: Upgrade stylelint to version 16 and fix issues
Migrate upgrade stylelint from version 10 to 16 and fix all the
stylelint and prettier issues in scss files.

The following deprecated stylistic rules are no longer supported in
stylelint, and the checks are taken over by prettier:

- string-quotes
- max-empty-lines
- max-line-length
2024-11-28 13:46:48 +01:00
Ralph HopmanandAdam Saghy 9034ce2847 build: Replace Codelyzer and TSLint with Angular ESLint
Migrate from the deprecated TSLint to Angluar ESLint. Also fix current
linting issues in the code, in particular:

- Use strict equals operators (=== and !==)
- Remove empty lifecycle methods (mostly ngOnInit)
- Output bindings including aliases should not be named as standard dom
  events (submit)
- Async pipe results should not be negated
2024-11-08 09:37:08 +01:00
Omar-NabilandJose Alberto Hernandez d9bf7a4676 finish translation of matTooltip in our project 2024-07-25 15:51:45 -06:00
Omar-NabilandJose Alberto Hernandez 9a0124d358 create new translate pipe and remove TranslateCatalogPipe 2024-06-03 15:17:41 -06:00
Jose Alberto HernandezandJose Alberto Hernandez a41df49a3e Share Product and Share Account views updated 2024-05-19 00:22:51 -06:00
408f004450 i18n: Adding new languages: Part 1 (#1882)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-10-22 20:18:05 -06:00
c7fe21e74a Fixed Deposit account view update (#1881)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-10-19 00:07:22 -06:00
RADHA THAKAREandGitHub c483e015f4 feat:Shares Translate Module (#1815) 2023-09-15 14:18:01 -06:00
f459b1ae4e External Identifier as component with copy to clipboard (#1774)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-06-28 23:19:41 -06:00
Jose Alberto Hernandez 025fc3ecfa Upgrade Angular 13 2022-12-05 23:21:46 -06:00
Jose Alberto Hernandez 0e71c2464e Upgrade to Angular 12 2022-06-30 18:32:26 -05:00
Jose Alberto Hernandez 9bf535da18 UI is broken in dates parsing in Safari 2022-06-22 15:33:50 -05:00
Karan TakalkarandGitHub 3e21227056 build: update to angular-v9.1.12 (#1215)
Fixes: #1216
2020-08-23 14:21:17 +05:30
Karan TakalkarandGitHub a1cd561453 refactor: shares module (#1200)
See: #1196
2020-08-13 09:56:25 +05:30
Karan TakalkarandGitHub 018bbabac1 feat: shares account actions (reject-shares) (#910)
Fixes: #909
2020-06-25 03:53:41 +05:30
Karan TakalkarandGitHub 245c6c3df3 feat: shares account actions (approve-shares) (#908)
Fixes: #907
2020-06-25 00:03:12 +05:30
Karan TakalkarandGitHub 9d64300137 feat: shares account actions (redeem-shares) (#904)
Fixes: #903
2020-06-24 15:31:01 +05:30
Karan TakalkarandGitHub 4b36a60517 feat: shares account actions (apply-shares) (#902)
Fixes: #901
2020-06-24 02:38:13 +05:30
Karan TakalkarandGitHub 96144d4447 feat: shares account actions (undo-approval) (#900)
Fixes: #899
2020-06-23 23:34:19 +05:30
Karan TakalkarandGitHub 3e4f3e514c feat: shares account actions (activate) (#898)
Fixes: #897
2020-06-23 21:36:50 +05:30
Karan TakalkarandGitHub 4e2f9ce2ee feat: shares account actions (close) (#896)
Fixes: #895
2020-06-23 20:40:46 +05:30
Karan TakalkarandGitHub d719d9a4cf feat: shares account actions (delete) (#894)
Fixes: #893
2020-06-23 17:24:28 +05:30
Karan TakalkarandGitHub 8c032fc3ef feat: shares account actions (reject) (#892)
Fixes: #891
2020-06-23 16:38:15 +05:30
Karan TakalkarandGitHub 5701bd1ed0 feat: shares account actions (approve) (#890)
Fixes: #889
2020-06-23 15:30:03 +05:30
Karan TakalkarandGitHub 21c54d0baa feat: add edit share account page (#881)
Fixes: #880
2020-06-17 15:15:39 +05:30
Karan TakalkarandGitHub db248a8037 feat: add view shares account page (#868)
Fixes: #224
2020-06-13 01:54:44 +05:30