Commit Graph
11 Commits
Author SHA1 Message Date
nitesh 01e86173c1 feat(shares): close share account directly on withdrawal approval; drop separate closure-request flow
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
Tests / testRigor (push) Canceled after 0s
Replaces the auto-submit-closure-request behavior with an immediate
account close, in the same approval action, when a withdrawal brings
shares to zero — matching the backend's new single-step close-on-
approval flow. Removes the now-unneeded Share Closure Request feature
entirely: dedicated create/list components (Clerk Dashboard + Approval
Center), routes, nav links, and the "eligible for closure" banner on
the Share Account view.

Also adds a clear "this will close the account" notice wherever a
withdrawal would zero out the account's shares — the standalone Share
Withdrawal Request page (submit + review) and Transaction Entry's
Share Redemption Transfer confirm dialog — styled as an amber warning
callout rather than a plain info line. Trims that confirm dialog to
just the required details (dropped the redundant ECS A/C No. line and
the validation-checklist block) and compacts its overall size.
2026-08-06 19:27:51 +05:30
nitesh 9f9c9bfab6 feat(cashier): restore Share Redemption Transfer support in Transaction Entry
This entire feature — submitting a governed Share Withdrawal Request
directly from a Bank Transfer's DR(Share)/CR(linked savings) row pair
— was silently dropped from demo-backup during the dev merge's auto-
resolve, even though the feature files it depends on (clerk-share-
withdrawal.service.ts) were present. Restores: paymentTypesForRow()
(hides cash payment types for Share rows and their settlement CR
row), the SHARE NO./RESOLUTION NO./MEETING DATE fields (replacing
AMOUNT/CHEQUE NO./CHEQ. DATE for Share rows), rowSharePrices/
rowClientIds/rowLinkedSavingsAcNo tracking, submitShareRedemptionTransfer()
+ its confirm/submit flow, syncShareLinkedAmounts() auto-fill, the
Share-aware ecsAcNo/currentBalance logic, the Other Information panel's
Share-specific fields (No. of Shares Held, Market Price/Share,
Resolution No., Linked Savings A/C No.), and the SHR guard blocking
the generic Deposit/Withdrawal Slip flow for Share accounts.
2026-08-06 16:03:31 +05:30
nitesh 14c5f5070d Revert demo to pre-2026-08-06 state (rollback today's push)
Reverts all commits pushed to demo today (a5124ca3, 858c277a, a1a50ab8,
f72abb09, fcf66657) back to f8c532f7 as a single forward commit, without
rewriting history. All reverted content (Share Withdrawal/Closure feature,
TDS reports, KYC exception tracking, client-edit-email-dialog, form121 tab,
search-select) remains intact on dev and was verified identical before
this revert.
2026-08-06 13:39:40 +05:30
niteshandClaude Sonnet 5 cc5cd4c6ab feat(shares): add Share Withdrawal maker-checker workflow with GL settlement
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
Clerk submits a governed share redemption request (shares, Board Resolution
No., Meeting Date, settlement Payment Type); Bank Manager reviews with a
live backend-validated checklist (account/GL state, not just submit-time
snapshot) before approving, which redeems the shares and settles the
linked savings account in one transaction. Adds a Passbook tab to the
Share Account view, a reusable search-select control, and a Savings
Product "Map Payment Types to Specific Funds" fund-source override (only
Loan Products had this before) so settlement can be GL-mapped correctly.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-05 16:55:21 +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
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 010adcb44f feat(cashier): enhance transaction entry TYPE/TXN TP options, auto-search, and account type configs
- Replace TYPE dropdown options with Withdrawal Slip, Cheque, Disbursement, Enter Bank Transfer, DD
- Move TXN TP. (payment type) into Classification row between BRANCH and AC. TP.
- Add GL and LA account types; fix SHR endpoint to /accounts/share
- Auto-search A/C NO. on 4+ digits with 400ms debounce
- Auto-fill ECS A/C NO. from savingsAccountNumber after account load
- Accept suffix/partial accountNo match from list API
- Disable broken global /search fallback across all account types
- Increase field widths: TYPE 160px, TXN TP. 160px, CHEQUE NO. 165px, TOK. NO. 120px

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-09 18:26:20 +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 f7d9259eb7 feat(cashier): add CBS Blue Warm Stone theme, validations, non-individual support, and custom alert modal
- Replace table grid with ws-wrap card-form layout (Warm Stone / CBS Blue design)
- Add day-status blocking banners (previousDayUnsettled, morningTransferReceived)
- Add custom styled alert modal replacing browser alert() — error/warning/info/success types
- Add Non-Individual Account Details section with Partners table (click-to-view signature/image)
- Fix denomination overdraft inline alert in Closing Position panel
- Fix bannedEntityMatch/willfulDefaulter false positive (DB stores YES/NO strings)
- Fix denomination mismatch 403 — only send denomination when cash payment matches amount
- Fix Today's Activity for CA accounts (m_current_account_transaction, remarks column, type=7 label)
- Fix A/C TYPE [object Object] — map from acTyp label
- Fix charge deduction sign — use transactionType.deposit instead of withdrawal
- Remove Add Row buttons everywhere
- CBS Blue theme variables: focus #2563eb, accent #e87722, Hanken Grotesk + Newsreader fonts

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-08 10:39:34 +05:30
Jaanu423andClaude Sonnet 4.6 f64047080a feat(cashier): complete transaction entry UI overhaul with Warm Stone theme and validations
Transaction Entry — Warm Stone theme:
- Card form with Classification/Account and Payment/Narration groups
- Newsreader serif captions + Hanken Grotesk body font (Google Fonts)
- DR/CR segmented toggle (red/green tint)
- Live footer: Total Debit/Credit/Difference + Balanced pill
- Post Entry enabled only when balanced; Save Draft button
- Add Row/Delete Row with numbered badges
- Amount with Rs prefix, cash auto-fill from denomination (green)
- Responsive group layout with vertical dividers

Withdrawal validations (onSave):
- Previous day unsettled + morning transfer hard blocks
- Account blocked/Dormant/Inactive/Escheat checks
- Sanctions/Willful Defaulter fixed (NO string != truthy)
- Denomination stock overdraft inline alert in closing position
- All browser alert() replaced with custom modal dialog
- Success modal (green) with reference number on post

Today Activity fixes:
- SD/FD/RD use content[], CA uses pageItems[]
- Charge Deduction sign fixed (minus/red)
- Fixed height 110px with scroll, Today Total removed
- A/C TYPE object resolved with label mapping

Non-Individual account:
- Personal Info shows Constitution/Incorp/Business for non-individual
- Partners/Members table replaces Nominees (clickable for details)
- Mode of Operation label fixed (enum -> readable string)
- Sanctions/Defaulter fixed for YES/NO string values

Current Account transactions:
- Fixed: query m_current_account_transaction table
- remarks column added to search query

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-05 22:27:00 +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