Commit Graph
5 Commits
Author SHA1 Message Date
Jaanu423andClaude Sonnet 4.6 61cb09f352 feat(cashier): complete maker-checker withdrawal disbursement flow
- 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>
2026-06-11 15:57:33 +05:30
Jaanu423andClaude Sonnet 4.6 40a436dabe feat(clerk): add dedicated nav pages, state restore, and fullscreen ESC fix
- 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>
2026-06-09 12:49:06 +05:30
Jaanu423andClaude Sonnet 4.6 9094b9a0eb feat(cashier): add full-screen cashier teller workstation dashboard
- Add Transaction Entry screen with full account details panel
  (personal info, joint holders, nominees, KYC, balances)
- Role-based layout: CASHIER role hides nav/sidebar/ticker,
  redirects to /cashier/transaction-entry on login
- Denomination entry with opening/closing position preview
  (notes first then coins, stepper +/- round button inputs)
- Auto-fetch savings/current/FD/RD accounts with associations,
  client KYC, nominees, addresses, family members (S/D/W/H/O)
- Submit deposit/withdrawal via POST /transactions with denominationBreakdown
- Cashier position auto-loads for CASHIER role (no filter dropdowns)
- Pagination added to cash-history tabs and currency-exchange-detail
- Cashier menu simplified for cashier role permissions

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-05 10:59:34 +05:30
Jaanu423andClaude Sonnet 4.6 c8e9ab8f84 feat(share): add Share Collection cashier flow and fix Share Product accounting
- Add Share Collection screen under Cashier menu for cash pre-collection
  before share account activation; posts Dr Cash Vault, Cr Share Sundry,
  Cr Income GL entries with duplicate-collection guard
- Restore all 4 GL mappings (Assets, Liabilities, Income, Equity) in Share
  Product accounting step with pill-style savings-product UI
- Remove Multiples section from Share Product currency step; default
  Decimal Places to 2
- GET /cashier/sharecollection/:id endpoint for collection status check

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-04 13:20:53 +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