Commit Graph
55 Commits
Author SHA1 Message Date
keshav fbce73fd17 feat: cash-only registers, day book sections and DD amendments
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2026-09-03 18:26:22 +05:30
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
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
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 0a992913ad WEB-770 Validation Message Not Displayed for Payment Type in Deposit and Withdrawal Forms (#3203) 2026-02-22 15:12:54 -06:00
Krishna MewaraandGitHub aaace0f27b WEB-745: Fix unable to assign staff to active savings account (#3179) 2026-02-17 12:08:54 -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
Shubham KumarandGitHub 53a238a1cb WEB-377:fix improve deposit form heading styling and appearance (#2952) 2025-12-31 11:06:54 -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
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
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
Jose Alberto HernandezandJose Alberto Hernandez 9b51ec4694 New input control for Transaction Amounts 2024-06-09 22:38:28 -06:00
Jose Alberto HernandezandJose Alberto Hernandez 7e607d63c0 Installment level delinquency setting at loan account level 2024-05-09 07:10:56 -06:00
3c625d81c4 i18n: Adding new languages: Part 2 (#1885)
Co-authored-by: radhathakare <radhathakare322@gmail.com>
2023-10-25 22:42:07 -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
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
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
5275657752 Savings account actions missed (#1611)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2022-12-30 18:41:17 -06:00
6431ede355 Loan Repayment Schedule edition to have variations (#1608)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2022-12-27 22:22:11 -06:00
e2fbfc9c2f Savings account status and substatus management (#1606)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2022-12-26 23:38:53 -06:00
d0dc2aabb2 Clients search enhancement (#1605)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2022-12-26 14:25:49 -06:00
475059a974 Set autosize and min two rows in textarea controls (#1604)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2022-12-23 01:01:53 -06:00
eae1b350b7 Fix issues in account actions (#1599)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2022-12-18 13:06:03 -06:00
Jose Alberto HernandezandArnold Gálovics a4b266080b Datepickers using max date with business date 2022-07-28 17:06:39 +02:00
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
Shubhankar BhadraandGitHub 777da45b63 refactor (df/locale): savings module (#1259)
See: #1213
2020-10-16 20:20:36 +05:30
Karan TakalkarandGitHub efdd779aa9 refactor: savings module (#1226)
See: #1196
2020-08-25 17:46:54 +05:30
Karan TakalkarandGitHub 50dbb7b6e6 feat: savings account actions (apply-annual-fees) (#958)
Fixes: #957
2020-06-30 14:00:14 +05:30
Karan TakalkarandGitHub d800f05ae3 feat: savings account actions (close) (#943)
Fixes: #942
2020-06-28 23:59:38 +05:30
Karan TakalkarandGitHub 35a25e018f refactor: existing savings account actions (#941)
Fixes: #940
2020-06-28 17:13:05 +05:30
Karan TakalkarandGitHub cded123bee feat: savings account actions (unassign-staff) (#927)
Fixes: #926
2020-06-26 19:54:48 +05:30
Karan TakalkarandGitHub b4c5b4716c feat: savings account actions (assign-staff) (#925)
Fixes: #924
2020-06-26 19:14:28 +05:30
Karan TakalkarandGitHub 3e04657c54 feat: savings account actions (post-interest-as-on) (#923)
Fixes: #922
2020-06-26 15:40:35 +05:30
Karan TakalkarandGitHub 2eea9574f2 feat: savings account actions (undo-approval) (#921)
Fixes: #920
2020-06-26 14:37:59 +05:30