Commit Graph
10 Commits
Author SHA1 Message Date
niteshandClaude Opus 5 b71619c402 feat(cashier, sponsor-dd): GL settlement and DD funding entry points, DD registry redesign
Transaction Entry (clerk):
- Route a two-row Fund Transfer of Dr SHR / Cr GL to the share-withdrawal
  request with settlementMode GL, so a clerk can settle a share withdrawal
  into any GL account instead of the member's linked savings account.
- Offer GL as an account type for Demand Draft funding, and submit it as a
  GL debit (no client or savings/current account is involved).

My Work:
- Add a voucher detail dialog so a clerk can open a raised voucher from the
  request list and see its GL lines.

Closing Cash Report:
- Fix the total row so it reflects the corrected opening balance.

DD Leaflet Registry and DD Inventory:
- Redesign both pages onto the shared usr-* visual language: gradient header
  badge, status filter chips with counts, card-wrapped sticky-header table,
  and one primary action per row with the rest behind an overflow menu.
  Filtering, pagination and every action condition are unchanged.
- Register faHandPaper, needed by the new Stop Payment menu item.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-16 17:17:22 +05:30
nitesh ee5a430b17 Merge branch 'dev' of https://git.lincpay.tech/CBSNexora/cbsnexora into dev
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# Conflicts:
#	src/environments/.env.ts
2026-09-14 12:04:24 +05:30
keshav 2124bb4b76 feat: KYC document update, FIU & AML recurring alerts integration, Sponsor DD revoke workflow, and TDS reports 2026-09-14 11:43:26 +05:30
niteshandClaude Sonnet 5 7b77166b19 fix: tenant-config fixes, cashier/share/savings UI bugs, and menu-access hardcoding
- Add Balance Sheet report and disabled-features accounting config
- Point menu-access tenant header and env.js/environment.ts tenant identifier
  at env config instead of hardcoded 'default'/'lincpay' literals
- Surface the real backend error (not a generic "no reference id") when an
  OTP send fails in contact-otp-block
- Fix branch-day "₹null" display bug (null vs undefined) and add a guard
  blocking a branch's first-ever day open before cash denomination migration
- Dynamically size the denomination count input and block re-opening an
  already-open business day from Migrate Cash Denomination
- Lock the denomination-managed cash GL row in Migrate Opening Balances
  (read-only, with a link back to Migrate Cash Denomination)
- Remove duplicate Cancel/Submit action bars on the Share Product and
  Savings Account creation preview steps; align Previous into the same row
- Hide "Apply Collection" on a share account once its advance collection
  is already settled (further purchases go through Apply Additional Shares)

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-13 15:19:21 +05:30
nitesh 7afa9c7a50 Merge branch 'maker-checker' into dev: Product Approval workflow
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Brings in the Product Approval feature (anshul.rathore) — a unified Approvals
screen for Loan/Savings/Current/Share/FD/RD/Charge product requests:
- Merges two existing pending-request sources into one list: staged product
  edits (m_saving_product_temp, via /{producttype}/pending) and native
  maker-checker entries (/makercheckers) for product CREATE/DELETE and
  LOANPRODUCT/CHARGE of any action.
- Checker Inbox no longer lists product requests at all — they now live only
  in Product Approval, so a checker isn't checking two queues for the same
  thing. Clicking a non-product row now navigates straight to that entity's
  own view page when one exists, instead of always opening a detail dialog.
- View Checker Inbox dialog gains a caller-supplied heading (used when opened
  from Product Approval) and a notice steering staged product edits back to
  Product Approval instead of being actioned in place.
- Route renamed pending-savings-products -> product-approval, with the old
  path kept as a redirect for existing bookmarks/links.

8 files conflicted with dev's own recent Checker Inbox work (popup-based
detail view, e8097bc2/63134f17) and were resolved by hand, keeping both
sides' real functionality rather than picking one branch wholesale:
- product-edit-diff-dialog.component.{ts,html,scss}: kept dev's diff dialog
  (resolves GL account ids to names, aliases fields like currencyCode against
  the stored product, normalises the two date shapes the API uses) over
  maker-checker's simpler raw-value version.
- pending-savings-products.component.{ts,html}: kept maker-checker's full
  isPendingEdit()-based dispatch (dev's version was a strict subset of it).
- view-checker-inbox.component.{ts,html,scss}: kept dev's per-entry Delete
  action and maker-checker's recursive Command-payload tree renderer and
  custom heading side by side.

Also recovered two regressions the merge introduced silently (no conflict
markers, so `git merge` gave no warning):
- tasks.service.ts lost deleteMakerChecker() entirely — restored.
- Checker Inbox's bulk Delete action (button, deleteChecker()/
  bulkDeleteChecker(), and its .cv-btn-delete style) was dropped across three
  files — restored to match dev's pre-merge behaviour exactly.

And one duplicate the merge produced without a conflict marker: two
independent viewEntry() implementations landed in checker-inbox.component.ts
(TS2393, caught at build). Kept maker-checker's entity-view-page-routing
version — a superset of dev's dialog-only version — and dropped the duplicate,
along with a leftover diagnostic console.log.
2026-09-11 11:47:51 +05:30
anshul 227949f8b2 feat: implement product approval workflow updates 2026-09-09 11:32:37 +05:30
keshav fbce73fd17 feat: cash-only registers, day book sections and DD amendments
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2026-09-03 18:26:22 +05:30
keshav 9f95d01196 done
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2026-08-30 11:09:14 +05:30
keshav 0b79b0b0d3 feat: implement cashier dashboard, dividend dashboards, share accounts views, and checker tasks 2026-08-25 11:20:42 +05:30
keshav 3cf01e2733 Add customer search dialog and sponsor DD/reconciliation modules
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.
2026-07-22 11:59:31 +05:30