Cash claims now require a token at claim submission; a cashier redeems
it at Transaction Entry to record physical hand-over, mirroring the
existing clerk-withdrawal-request flow -- no double-disbursement, and
the manager never hands over cash directly at approval time.
Also: dividend-claim tokens fall back through the same TOK. NO. lookup
used for withdrawal requests, silenced against the global error
interceptor since the caller already handles every outcome; the account
summary card now shows "Dividend Claim" instead of a misleading "A/c
Savings" label when resolving one; and cash amounts are floored to
whole rupees client-side to match cash's whole-rupee denominations.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Frontend counterpart to the backend dividend rework:
- Create Dividend screen auto-computes the amount from real bank profit x officer
percentage, blocks overlapping declaration periods, and adds a Total Dividend Paid
summary card.
- View Dividend page modernized and reusable as an embedded popup from the new
cross-product "Dividend Requests" approval-center tab.
- New consolidated Dividend Dashboard: summary stats, every declaration and its
status, locked-dividend-vs-overdue-EMI matching with a proactive apply-to-loan
action, full 3-year lock history, and a maker-checker claim panel letting a clerk
split a member's unclaimed dividend across an overdue loan, savings credit, or
cash for a manager to approve.
- Menu/routing consolidated under Share > Dividend Management; removed the
now-unreachable Failed Dividend Payouts page and its home-dashboard alert once the
backend stopped needing a retry path for stuck payouts.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
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.
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>
backdrop-filter on the list-embedded review popup was making it a new
containing block for its own nested position:fixed dialogs (Validate,
Reject, Confirm-Submit), confining them to the popup's box instead of the
viewport — replaced the blur with a plain darker overlay. Also adds a
permanent Client Compliance card (KYC status, risk category, open AML
alerts) on the review screen so a manager can see it without opening the
Validate popup.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
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>
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>
- nomination-apply: show full KYC for linked family members via nested forkJoin, accordion expand/collapse cards, owner chips on KYC headers, 'Create as Client' button for manual entries
- family-members-tab: show Linked Client / Manual Entry badges, entry type in detail grid, 'Create as Client' button navigating with prefill state
- create-client + client-general-step: accept prefillData @Input from navigation state, patch form fields from family member data
- Add MPL-2.0 headers to all election module files
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Update disbursement review and my-disbursement-requests components
with improved layout and additional UI enhancements
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Transaction entry: detect collection mode (N DR savings → 1 CR GL) and disbursement mode (1 DR GL → N CR savings); build dbCr-tagged payload for backend
- Disbursement review: show 'GL Credit (Target)' / 'Debit Entries' labels for collection; fix double-count by summing only DR entries for collection totals; dynamic approve button text
- My disbursement requests: add DR/CR badge column in expanded credit-entries preview
- My requests / withdrawal-requests: minor consistency updates
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add cashier deposit service and submit flow via maker-checker
- New CashierDepositService: submit, approve, reject, list endpoints
- Transaction-entry: cashier SD deposit goes to deposit-requests instead of direct credit
- Checker inbox: new Deposit Requests tab with approve/reject review dialog
- Cashier nav: My Deposit Requests tracking page
- Withdrawal requests: show voucher_no from backend instead of JS-padded id
- clerk-withdrawal.service: disburse denominationData accepts null for non-cash
- Role-based checker enforcement: only manager/head-cashier can approve/reject
- Maker cannot approve own request (self-approval blocked at backend)
- Denomination total validation: breakdown must match transaction amount
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Clerk manually enters token no with today-date unique validation (backend enforced)
- Cashier token lookup: auto-fill amount/account, lock amount field, status-specific errors
- Confirm dialog shows CASH DISBURSEMENT (blue) with no balance re-deduction warning
- Disbursement denomination saved to m_savings_txn_denomination for vault position update
- Block direct cashier withdrawal without approved maker-checker token
- DISBURSED status shown in My Requests and Checker inbox views with cashier/time info
- Remove getNextToken() service method and m_daily_token_counter table (0326 migration)
- Race condition protection: UPDATE WHERE status=APPROVED prevents double disbursement
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add ClerkUiStateService with full account state save/restore (no double network call on back navigation)
- Add Photo & Signature, Standing Instructions, Today's Activity as dedicated nav pages
- Remove photo/signature, standing instructions, linked accounts, today's activity panels from main dashboard
- Add ESC key to exit fullscreen; clicking Clerk nav immediately restores fullscreen without re-navigating
- Compact clerk dashboard UI with reduced font sizes and padding throughout
- Add CashierOnlyGuard for route protection
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
niteshandClaude Sonnet 5