Brings the DDS (Daily Deposit Scheme) UI from feature/dds onto the
current dev-latest:
- Agent settlement (Agent Tran), Close Party account, DDS reports,
Party-Savings link field
- Agent collection entry screen, per-agent GL account, maturity auto
close
- Approvals tab, vouchers, payout & close, Sundry GL search, closure
tab and fixes
- Menu: DDS Party Master, DDS Accounts, DDS Collection, DDS Reports and
Locker links placed in the Deposits mega panel groups; Agent Master,
Commission Slab and DDS Batch Processing under Organization; DDS
Approvals tab in the checker inbox
No content conflicts. Nothing from dev-latest is removed.
Merge adjustments:
- package-lock.json: kept dev-latest's lock file. feature/dds does not
add or change any dependency in package.json; its lock file was only
regenerated (about 18k lines removed and 12k added), which would have
changed resolved versions for packages already on dev-latest.
- Dropped src/app/deposits/party-master/CBS-Backend.code-workspace, a
VS Code workspace file holding local folder paths, not app code.
- angular.json: bundle budget raised to 18mb warning / 20mb error, as on
feature/dds.
Lint fixes required by the pre-commit hook (no behaviour change):
- Prettier formatting on 12 DDS files.
- create-party.component.scss: the dense data-entry section deliberately
re-targets the base selectors to override them, so
no-duplicate-selectors is disabled for that section instead of
merging rules and changing the cascade.
- notice-dialog / create-dds-account-type scss: stylelint-disable-line
for the "ch" width unit.
- commission-slab-master.component.scss: stylelint auto-fix.
Verified with tsc -p src/tsconfig.app.json --noEmit, stylelint, prettier
and eslint on all merged files.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Branch Day open/close now captures a denomination-wise count (carried
forward automatically to the next day), and shows an auto-fetched EOD
summary at close time -- vault + every cashier's position, a branch-total
reconciliation against the book figure, and each cashier's
reconciliation/settlement status and transaction count -- so closing the day
no longer means separately checking Vault Position and every cashier's own
screen by hand. New Vault Position screen (branch-ops menu) mirrors Cashier
Position for the teller/vault. Cash Transfer now shows the vault's live
per-denomination availability while counting a handout, with a client-side
warning before it can be over-counted.
New Organization screens for Bank Profile, Branch Profile and Clearing GL
Configuration, wired into the Organization landing page and the
previously-dead "Bank Profile" admin menu button.
Cashier Transaction Entry: TYPE is now Receipt/Payment only (cash-only TXN
TP.) on the cashier side, with no change to the clerk dashboard's own
Withdrawal Slip/Cheque/Disbursement/Enter Bank Transfer/DD flow beyond
adding a new Fund Transfer type alongside Disbursement for a GL credit that
isn't a loan payout. Neither TYPE nor TXN TP. offers a blank placeholder
option anymore -- a new row starts on a real default instead. Footer no
longer polls the business-date config for cashier/clerk roles, who never
have permission to read it.
Disbursement & Transfer Requests: "Review" now opens the review screen as a
popup instead of navigating to a separate route, refreshing the list on
close; the review screen recognises the new Fund Transfer request type
too, and its non-functional "+ Disbursement Review" tab-styled label is now
a plain heading.
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.
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>
- 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>
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.
This fixes a number of layout issues in the Organization section,
replaces "Advanced Search" in the path by "Fund Mapping",
adds a missing translation and
fixes a broken link on the Organization page itself.
FIXES: WEB-227, WEB-226, WEB-225, WEB-224