Commit Graph
54 Commits
Author SHA1 Message Date
niteshandClaude Sonnet 5.5 4e3b49a96a feat(ui): remove Undo / Revert transaction actions
Removes the Undo button and Undo menu item from savings, current, fixed deposit, recurring deposit
and loan transactions, the account-transfer Undo, and the Revert Transaction button on the
journal entry transaction detail, to prevent accidental reversal of posted entries.

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
2026-10-13 18:41:39 +05:30
niteshandClaude Sonnet 5 395fb8ace8 feat(clients,deposits): auto-derive senior-citizen/customer-segment, fix disbursement display and reversed-transaction balances
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
Four independent, self-contained changes bundled from this session's work:

1. Auto-derive Senior Citizen / Minor / Customer Segment instead of manual entry

   Senior Citizen was a manual, staff-editable checkbox on FD/RD account
   creation with no validation against the client's actual age -- this let
   non-senior clients get the senior-citizen interest rate by mistake (found
   twice on live test accounts, where m_savings_account.is_senior_citizen
   was true despite the client being confirmed non-senior at the client
   record level). Likewise "minor" client classification was hardcoded to
   the age-18 threshold with no single source of truth, and FD/RD account
   creation's "Customer Segment" (Individual / Non-Individual) had no
   connection to the Individual/Non-Individual Legal Form already captured
   at client creation.

   - New src/app/clients/shared/client-age.util.ts centralises age/DOB
     derivation: MINOR_AGE_THRESHOLD (now 10, was 18), SENIOR_CITIZEN_AGE_
     THRESHOLD (60), AGE_OF_MAJORITY (18, kept separate from the minor
     threshold -- majority date math is unrelated to the minor/adult
     classification threshold), calculateAge/isMinorAge/isSeniorCitizenAge/
     isIndividualClient/deriveSeniorCitizenStatus.
   - FD/RD interest-rate-chart steps: Senior Citizen checkbox is now derived
     from the client's DOB (age >= 60, individual clients only) and
     disabled for manual editing; a hint explains why it is checked/
     unchecked.
   - Client general step and all four account-details-steps (savings,
     current, FD, RD): replaced hardcoded 18/60 literals with the shared
     helpers; "Must be below 18" hints now read the actual threshold.
   - FD/RD account-details-steps: Customer Segment auto-selects to match
     the client's Legal Form (exact match, not substring -- a substring
     match would misclassify "Individual" as matching "Non-Individual").
   - RD preview step: fixed a pre-existing display bug that always showed
     the product's default Customer Segment instead of what was actually
     selected on the account.

2. Fix wrong Account Name / Account Type on Disbursement Review screens

   Clerk disbursement review and "My Disbursement Requests" showed the
   account NUMBER instead of the holder's name, and always labelled the
   account type "SAVINGS" regardless of the real account type (FD/RD/
   Share/Loan), because transaction-entry.component.ts's account-type
   mapping only checked for CA/CB and its account-name fallback chain
   never tried clientName. Added creditEntryAccountType() covering
   GL/CA/CB/FD/RD/SHR/LA, and accountTypeLabel() display helpers on both
   review screens.

3. Stop reversed transactions from distorting displayed running balances

   Passbook and Transactions tabs were including reversed transactions in
   their client-side running-balance recalculation, so a reversed posting
   (visible struck-through) still shifted the balance shown for every
   transaction after it. Both now filter out txn.reversed before computing
   running balances; Transactions tab also defaults "Hide Reversed" to on.

4. New Interest Schedule dialog on the FD account view

   Added custom-dialogs/interest-schedule-dialog, opened from the FD
   General tab, showing the account's period-by-period interest schedule.

Excludes src/environments/.env.ts (auto-generated build version/hash
stamp, regenerated on every build -- not meaningful to hand-commit).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-26 18:58:20 +05:30
AdityaandClaude Opus 4.7 b149fef72e feat: KYC re-verify UX, family/nominee tab gating, savings dialogs, cfcfrms shell
- KYC tab: fix Verify (PAN) and Send OTP (Aadhaar) being disabled in edit mode;
  unmask Aadhaar input and show on-file masked value as hint; resolve kycId
  from id/kycId/resourceId fallbacks.
- Client stepper/view: add familyAllowed / nomineeAllowed predicates +
  CanActivate route guards. Family tab hidden for non-individuals, Nominee
  tab hidden for non-proprietor entities. Family-members step accepts a
  nomineeOnly input for proprietorship clients. Add/Edit/Delete buttons
  inside family-members and nominee tabs gated by canAdd.
- cfcfrms: add cfcfrms-shell wrapper, restyle complaint/fraud/mule/escalate
  pages and dashboard.
- Savings: identity-verify and transaction-confirm dialogs, manage / activate
  / add-charge flows, account preview styling.
- Tasks, core shell, account-nominees, icons: minor style and behaviour
  updates.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 18:49:43 +05:30
Nitesh Yadav 6753ab1d56 charges add module add in the saving account and current account 2026-05-18 10:11:41 +05:30
Soni JayandGitHub 861765d744 WEB-595 Verticals 3 dots are not displayed in any language different to English in the Savings Transaction Tab (#3007) 2026-01-18 06:52:29 -06:00
Shubham KumarandGitHub a07a89a5d7 chore: add MPL license headers to all source files (#2977) 2026-01-10 10:44:23 -06:00
Soni JayandGitHub d6282f8d4a WEB-530 Add Money symbol for the Debit, Credit and Balance columns in the savings account transaction page (#2938) 2025-12-28 09:33:58 -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
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
Omar-NabilandJose Alberto Hernandez c69c9dc006 add missed translations to html files 2024-07-02 23:34:45 -06:00
Omar-NabilandJose Alberto Hernandez a7a32ef837 add some mised translations to html files 2024-07-02 00:20:06 -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 c4d0eac2e3 Account Transaction tab homologation 2024-06-02 17:42:45 -06:00
Jose Alberto HernandezandJose Alberto Hernandez f903bc2c0a fix: Account transaction tab select row 2024-05-31 01:41:10 -06:00
Jose Alberto HernandezandJose Alberto Hernandez 9318cdc65c fix: Account transactions table row mouse pointer 2024-05-29 00:21:53 -06:00
Jose Alberto HernandezandJose Alberto Hernandez b380f7f630 Charges with translations 2024-04-27 17:39:40 -06:00
Jose Alberto HernandezandJose Alberto Hernandez 54dc91e0e2 Transactions tab standarization 2024-03-30 19:04:56 -06:00
Jose Alberto HernandezandJose Alberto Hernandez 5400feb989 Loan account with Fixed Length attribute 2024-03-25 22:07:06 -06:00
Jose Alberto HernandezandJose Alberto Hernandez d5a2e99af0 Loan and Savings products translations 2024-03-24 22:49:48 -06:00
Jose Alberto HernandezandJose Alberto Hernandez bb7f084138 Loan account transaction tab enhacements 2024-03-20 21:18:11 -06:00
Jose Alberto HernandezandJose Alberto Hernandez 466efacbd8 Fixed Length configuration in Loan Accounts 2024-03-19 07:56:04 -06:00
Jose Alberto HernandezandJose Alberto Hernandez a1b169a4bd Display Savings account transaction reversed 2024-03-09 08:13:27 -06:00
Jose Alberto HernandezandJose Alberto Hernandez f8bbd270f5 Login view with the support of dark theme 2024-03-09 00:52:50 -06:00
Jose Alberto HernandezandJose Alberto Hernandez fcbbb03acb Fix: Display Savings account transactions reversed 2024-03-08 17:15:08 -06:00
Jose Alberto HernandezandAdam Saghy af97eba60b Savings account transactions with check to hide accrual transactions 2023-12-22 15:22:21 +01:00
79595f6a1c Recurring Deposit view account homologation (#1910)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-11-26 20:00:42 -06:00
df71736fd6 Advanced payment allocation supports Cumulative or Progressive Loan Schedule (#1904)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-11-18 17:03:46 -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
2bdcb69366 Savings account transaction with datatables (#1858)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-09-02 16:28:01 -06:00
80936a3ea9 Upgrade/angular 14 (#1853)
* Fix Loan product Payment Allocation

* Upgrade to Angular 14

---------

Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-08-29 19:51:32 -06:00
0f450262b9 Fix for account id parameter in account tabs (#1711)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-03-17 22:18:43 -06:00
99c2d4780d Use of Decimals to Display user setting to format numbers (#1695)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-03-06 07:56:43 -06:00
6ef53c6462 Enhancement in loan and savings account views (#1690)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-02-22 23:15:51 -06:00
480809c4cc Enhancement loan transactions tab for sort and pagination (#1658)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-01-27 21:32:47 -06:00
a56347d400 Fix in products view routes (#1643)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-01-13 12:09:06 -06:00
Jose Alberto Hernandez c5ece8d95d Styling table with amounts 2022-12-15 09:14:43 -06:00
Jose Alberto HernandezandArnold Gálovics a4b266080b Datepickers using max date with business date 2022-07-28 17:06:39 +02:00
Jose Alberto Hernandez 9bf535da18 UI is broken in dates parsing in Safari 2022-06-22 15:33:50 -05:00
RamveerandGitHub e41f12c6aa Date Picker Enhancement (#1435) 2022-06-13 16:10:08 +05:30
Jose Alberto HernandezandArnold Gálovics 6ea3d97538 Format date fields without patch form 2022-06-10 10:34:19 +02:00
Abhishek KumarandGitHub 88ee1b4fcd refractor(df/locale):savings module (#1301) 2021-08-08 13:16:30 +05:30
Karan TakalkarandGitHub 0f83739080 refactor: reports module (#1227)
Fixes: #1196
2020-08-26 01:53:10 +05:30
Karan TakalkarandGitHub efdd779aa9 refactor: savings module (#1226)
See: #1196
2020-08-25 17:46:54 +05:30
Karan TakalkarandGitHub 3e21227056 build: update to angular-v9.1.12 (#1215)
Fixes: #1216
2020-08-23 14:21:17 +05:30
Muskan KhediaandGitHub cfc27b53e2 feat: add view account transfer (#1192)
Fixes: #1188
2020-08-11 17:04:46 +05:30