Commit Graph
156 Commits
Author SHA1 Message Date
nitesh ff781e50e3 feat(savings,deposits,current-accounts): streamline account activation flow
Matches the backend change that stopped auto-depositing money at
activation: removes the opening-balance field from every Activate
screen (Savings, Current, FD, RD) since funding now happens as a
separate deposit afterward, and removes the Digital-Facility step from
every Create wizard since every facility starts disabled by default
and gets turned on later through Edit Nominee & Features.

Also merges Approve+Activate into a single action for Savings,
Current, FD and RD accounts -- one click takes the account straight to
Active instead of two separate screens.
2026-08-19 10:39:52 +05:30
keshav 0c99dc3686 share certificate and share product maker checker 2026-07-27 13:57:49 +05:30
keshav898966 d00eac0aa1 pending account terminate feature develop 2026-07-01 17:19:38 +05:30
keshav898966 9afb177c69 fd account modify working change 2026-06-30 10:11:12 +05:30
Jaanu423andClaude Sonnet 4.6 260fabaa48 feat(accounts): add Modify Application for rejected Current/Savings/FD/RD accounts
- 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>
2026-06-03 10:36:40 +05:30
Jaanu423andClaude Sonnet 4.6 4ffeb6ee92 feat(cashier): add morning transfer & previous-day settlement hard block
- validateCashierHasMorningTransfer() blocks deposits & withdrawals when no today's cash transfer received
- validatePreviousDayClosed() blocks all transactions when previous day unsettled
- morningTransferReceived field added to cashier-day-status API response
- Warning banners shown in Savings, Current, FD, RD transaction forms
- Submit button disabled when either condition is active
- getCashierTotalCash SQL fixed: dm.denomination_value -> dm.denomination

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-01 13:14:29 +05:30
Jaanu423andClaude Sonnet 4.6 f291e4da5b feat(cashier): denomination overdraft validation, exchange detail fix, cash exchange in reports
- Savings/Current/FD/RD withdrawal forms: card-style overdraft warning when
  requested denomination count exceeds cashier stock; submit blocked on overdraft
- Cash History detail view: show both RECEIVED and GIVEN denomination breakdowns
  for Cash Exchange (previously only RECEIVED side was displayed)
- Closing Cash Report: add Cash Exchanges section (denomination-wise received/given/net)
- Excess Transaction Report: include cash exchanges >= threshold with Type badge
  (Exchange/Txn) and ID Proof column for RBI/AML compliance
- cashier-shared.scss: etr-badge and closing-exchange-head styles
- Cash Exchange entry: overdraft warning redesigned to cx-overdraft-card BEM layout

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-01 10:10:17 +05:30
Jaanu423andClaude Sonnet 4.6 7ccaffa7f1 feat: cashier denomination-wise opening & closing balance panels in all deposit/withdrawal forms
OVERVIEW
--------
Added real-time cashier cash position display inside the denomination breakdown
panel of all 4 transaction entry screens: Savings, Current Account, Recurring
Deposit, and Fixed Deposit. Shows opening balance at the top and projected
closing balance at the bottom after factoring in the current transaction.

BACKEND INTEGRATION
-------------------
- New CashierService (src/app/cashier/cashier.service.ts)
  getCashierPositionForMe(asOfDate?) calls GET /cashreports/cashier-position/me
  Returns denomination-wise opening cash position for the logged-in cashier user.
  Non-cashier users receive empty denominations array; UI hides panels silently.

OPENING BALANCE CARD (top of denomination panel)
-------------------------------------------------
- Loaded on ngOnInit() via loadOpeningPosition() in all 4 component .ts files
- Notes and Coins displayed in separate labeled pill sections
- Each pill shows: Rs{value} x{count} format
- Card is hidden entirely if the logged-in user is not a cashier

CLOSING BALANCE CARD (below tally / Apply button)
--------------------------------------------------
- Computed getter closingDenoms() merges opening position with entered denominations
  deposit:    closingCount = openCount + enteredCount
  withdrawal: closingCount = openCount - enteredCount
- Notes and Coins in separate labeled pill sections (identical format to opening)
- Entered/changed denominations (delta != 0): full opacity + bold font weight
- Untouched denominations (delta = 0): 38% opacity, clearly dimmed, no borders
- closingTotal = openingTotal +/- denominationTotal shown in card header
- Card turns green for positive closing balance, red for negative

COMPONENTS UPDATED
------------------
- savings-account-transactions       (.ts / .html / .scss)
- current-account-transactions       (.ts / .html / .scss)
- deposit-recurring-deposits-account (.ts / .html / .scss)
- fixed-deposits-cash-transaction    (.ts / .html / .scss)

CASHIER MODULE (new - src/app/cashier/)
-----------------------------------------
Full cashier workspace module added to the app:
- cashier.service.ts          API calls (position, transfers, settlement, etc.)
- cashier.module.ts           Angular module declaration
- cashier-routing.module.ts   Lazy-loaded routes
- cashier-position/           Cashier cash position dashboard
- cash-exchange-entry/        Cash exchange denomination entry
- cash-history/               Transaction history per cashier
- cash-settlement/            End-of-day cash settlement
- cash-transfer/              Vault-to-cashier cash transfer
- inter-cashier-transfer/     Transfer between cashier drawers
- reconciliation/             Cash reconciliation with GL
- closing-cash-report/        Closing balance report
- currency-exchange-detail/   Currency exchange breakdown
- excess-transaction-report/  Excess/short transaction report
Module wired into app.module.ts and shell nav (shell.component.html).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-28 17:39:31 +05:30
Jaanu423andClaude Opus 4.7 555d9fb4b7 feat: send denominationId in deposit payload + block submit on denomination mismatch
- All 4 deposit forms (Current/Savings/FD/RD) now send denominationId +
  denominationValue in denominationBreakdown so the backend can persist rows.
- Submit is disabled when a denomination breakdown is entered but its total
  does not match the transaction amount.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 18:37:19 +05:30
Jaanu423andClaude Opus 4.7 89e17f561f feat: dynamic denomination breakdown in deposit forms + savings menu scroller
Deposit forms (Current/Savings/FD/RD) now load cash denominations from
the Denomination Master instead of a hardcoded list:
- active + discontinued denominations fetched via /denominationmaster
- discontinued rows hidden by default behind a "Show discontinued" toggle,
  rendered faded and disabled (cannot be counted) when revealed
- rows sorted by value descending; redesigned as a Denom/Qty/Amount table
  with circular coin chips and per-row amount (faded at zero)
Also: savings account-actions menu now scrolls (max-height + grouped
sections mirror the current-account menu) and renders all action items.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 13:19:23 +05:30
Jaanu423andClaude Sonnet 4.6 33b01d667d feat: fix standing instructions action buttons for all account types
- Wire up Edit/View/Delete buttons with click handlers in all 4 HTML templates
  (Current Account, Savings, Fixed Deposit, Recurring Deposit)
- Remove broken [routerLink] from Recurring Deposit HTML
- Add viewInstruction() and editInstruction() methods to all 4 tab components
- Use navigateByUrl with absolute path built from this.router.url to avoid
  Angular multi-level .. navigation bug (was producing literal .. in URL)
  CA/Savings/RD: basePath + /transfer-funds/:id/view|edit
  FD: basePath + /transactions/account-transfers/:id/view|edit
- Fix deleteStandingInstruction() to refresh table after delete in all tabs
- Fix AccountTransfersService.deleteStandingInstrucions to use
  PUT ?command=delete instead of HTTP DELETE (backend soft-delete only)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 11:42:18 +05:30
Jaanu423andClaude Sonnet 4.6 1779591b7a feat: sat design for current account, FD, RD deposit/withdrawal pages
- Rebuilt current account deposit/withdrawal with sat two-column layout
- Applied same sat design to FD cash transaction and RD deposit/withdrawal
- Added Deposit action to FD: button config, actions dict, doAction routing
- Both FD Deposit and Withdrawal now render FixedDepositsCashTransaction

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-25 14:49:45 +05:30
Jaanu423andClaude Sonnet 4.6 547cfd581e feat: Nexora grouped action menu for Current Account, FD, and RD views
- Non-individual clients: hide Nomination Facility & Nominees in create flow,
  skip nominee validation on submit, hide Nominees tab in account view
- Current Account view: replace flat kebab menu with Nexora grouped menu
  (Transact / Restrict / Interest / Admin / Danger zone), scrollable body,
  pinned header, colour-coded icons; add kindOf/iconOf/hasKind helpers
- Fixed Deposit view: same grouped menu using shared cur-action-menu styles
- Recurring Deposit view: same grouped menu with permission directives
- main.scss: add cur-action-menu / cur-menu global styles with MDC flex fix
  for Material 20 (.mat-mdc-menu-item-text)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-25 13:11:02 +05:30
Jaanu423andClaude Sonnet 4.6 b7d009b22a feat: Nexora UI upgrade for Current Account, FD, and RD account views
- Current Account: hero header with navy gradient, pill tabs, Nexora card layout for general tab, txn-tab/chg-tab table styles, bank statement passbook
- Fixed Deposits: fd-* prefixed hero header, KPI tiles, pill tab nav, nx-card general tab layout, txn-tab transactions, chg-tab charges
- Recurring Deposits: rd-* prefixed hero header with three KPI tiles, pill tab nav, nx-card general tab layout, txn-tab transactions, chg-tab charges
- Fix: removed broken FA4-format icon references from action menu buttons

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-25 11:02:15 +05:30
Jaanu423andClaude Sonnet 4.6 ad6f629c3f fix: nominee share & joint ownership validation across all account types
- 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>
2026-05-23 14:05:00 +05:30
Jaanu423andClaude Sonnet 4.6 3370a95235 feat: account charges UI — current account, FD, RD stepper redesign
Redesigned create-account stepper UI for current accounts, fixed deposits,
and recurring deposits: updated layout, preview steps, interest rate chart
step, currency step, and detail step components. Savings preview styling
and currency step also updated.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-22 12:47:25 +05:30
Jaanu423andClaude Sonnet 4.6 61b0244fa0 feat: senior citizen rate fix, joint ownership cap, FD/RD UI improvements
- Senior citizen interest rate correctly sent in FD/RD create payload
  (isSeniorCitizen, seniorCitizenInterestRate, nominalAnnualInterestRate override)
- Joint account ownership capped at 100%: Add Holder/Partner button disabled
  when 100% reached; dialog enforces remaining share as max across all account types
- FD/RD interest rate chart step: rate calculator with tenure, senior citizen toggle,
  maturity preview
- FD/RD preview step improvements
- Base FD interest rate chart component added under fixed-deposit-products
- Base recurring deposit interest rate chart component removed (replaced)
- Savings account details step: joint holder improvements
- Products routing and module updated for base FD rate chart

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-21 21:15:45 +05:30
Nitesh YadavandClaude Sonnet 4.6 3df7d100df feat: add nominee, auto-debit, charges UI for SB/CA/FD/RD accounts; enforce required fields
- SB/CA/FD/RD Currency Step: add Nomination Facility toggle with multi-nominee form
  (NomineeFormComponent), auto-debit facility toggle, dormancy alert panel
- SB/CA/FD/RD Preview Step: display nominees list, auto-debit status, dormancy info
- FD/RD create component: validate Deposit Tenure, Monthly Installment (RD), and
  Customer Segment are filled before submit; show clear alert messages on missing fields
- FD account details step: remove duplicate Currency section (already shown in
  Currency & Account Status Configuration step)
- CA/SB create component: handle duplicate externalId API error with user-friendly alert
  instead of raw error display

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 08:08:08 +05:30
Nitesh Yadav 52e216fbe5 update rd,fd,saving and current product update validation end date and and this all account nominee facility code 2026-05-15 12:53:47 +05:30
Nitesh YadavandClaude Sonnet 4.6 d0370781e8 update loan product code and rd,fd,saving,current account validation add
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 07:40:04 +05:30
Nitesh Yadav 4d421e8066 merge feature/update_code and feature/UI-MFA-Product branch code 2026-05-11 11:36:56 +05:30
Nitesh Yadav defb7e8e74 rd account error fixed 2026-05-08 14:59:06 +05:30
Nitesh Yadav 9e85872eac rd account and rd product code update 2026-05-08 13:51:58 +05:30
Nitesh Yadav 19c0e98e96 complete fd account module 2026-05-07 17:31:25 +05:30
Nitesh Yadav a12ba20de4 update fd account 2026-05-07 11:17:49 +05:30
Nitesh Yadav 05cf2ee33f feat: update FD product and account creation UI to match RD layout
- Matched all FD product stepper steps (Details, Currency, Terms, Settings, Charges, Accounting) to RD product UI
- Updated FD account creation stepper structure with conditional steps and Previous/Next navigation
2026-05-01 10:32:43 +05:30
Nitesh Yadav 58cef1c20b rd account save api update 2026-04-30 16:20:35 +05:30
Nitesh Yadav bbbf3b9e8a feat: merge updates - current account, savings, recurring deposits and shared components 2026-04-29 15:20:31 +05:30
Nitesh Yadav 0d3d83799b save saving ui update and current account update priview section 2026-04-28 16:22:26 +05:30
Nitesh Yadav 31b2490f09 feat: update savings/current/rd account UI flows 2026-04-28 13:16:07 +05:30
Nitesh YadavandClaude Sonnet 4.6 f917467b68 add editable Account Type and Customer Segment dropdowns in product classification
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-27 15:48:05 +05:30
Nitesh Yadav e4516934a7 saving account,current account and rd account modify based on new update 2026-04-27 10:55:03 +05:30
Nitesh Yadav 5fb25edca5 add gl mapping in the saving product,current product,rd product and also add genrate account no all three 2026-04-26 02:11:28 +05:30
Nitesh Yadav fbaec18552 update code account saving,current,RD 2026-04-24 16:24:28 +05:30
Nitesh Yadav fc1c5126fc saving , current and RD account code update 2026-04-22 18:28:14 +05:30
Nitesh Yadav e212bf7d79 update RD prodcut code 2026-04-20 13:16:03 +05:30
173c03023d WEB-656: Allow Undo Fixed Deposit transaction (#3077)
Co-authored-by: Jose Alberto Hernandez <alberto@black-box.local>
2026-02-06 12:23:43 -06:00
Shubham KumarandGitHub fbee49b464 WEB-639: Refactor redundant boolean comparisons (#3063)
improve

improve

improve

improve
2026-01-31 07:07:59 -06:00
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
Jose Alberto Hernandez 73dd25ebdf WEB-262: Move the form steppers to vertical orientation 2025-07-20 16:21:21 -05:00
alburquerquerangelarturo a53a775ae1 WEB-248: Fix Recurrent Deposit 2025-07-08 10:08:38 -06:00
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
Jose Alberto Hernandez 61e59821b9 fix: Display issues 2025-06-09 17:19:47 -05:00
gkbishnoi07andAdam Saghy 1d6b6fd743 merge angular-17 into dev to upgrade from Angular v16 to v17 2025-06-05 15:51:43 +02:00
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
Craig.cpuandGitHub 6670ad9be8 Fixed Prettier formatting issues (#2344) 2025-03-23 10:01:23 -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