Commit Graph
15 Commits
Author SHA1 Message Date
keshav 2d2eac8d03 feat: recurring deposit enhancements, dashboard, chart, and account view updates 2026-10-12 10:23:10 +05:30
nitesh f0e059c621 feat(deposits): FD Renewal History tab, redesigned Payment action, and renewal-aware Transactions/certificate
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WHAT THIS CHANGES
==================
Frontend counterpart to the backend FD in-place renewal, senior-citizen
rate, and Payment action work.

1. RENEWAL HISTORY TAB (new) -- fixed-deposit-account-view/renewal-history-tab/.
   A vertical timeline, one card per term of the FD, oldest first. Backend
   data arrives as a list of lowercase-keyed maps (Postgres unquoted SQL
   aliases), which the component normalises. Includes term-rate-chart-dialog,
   a popup showing one term's full rate-by-tenure chart, including the
   senior-citizen column, with an "Applied" badge on the rate that was
   actually used. Route added in fixed-deposits-routing.module.ts, tab
   link added in fixed-deposit-account-view.component.html (shown only
   when the account has renewal history).

2. PAYMENT DIALOG (new) -- fixed-deposit-account-view/custom-dialogs/payment-dialog/.
   Card-based picker for the four supported closure types (Transfer to
   Savings, Re-Invest Principal and Interest, Re-Invest Principal Only,
   Partial Re-Invest), with Withdraw Deposit filtered out client-side.
   Fetches its own template via a new fixedDepositsService method
   (getFixedDepositsAccountPaymentTemplate, command=payment) rather than
   reusing the Close template, since the Payment template is the only one
   the backend includes PARTIAL_REINVEST in.
   The Partial Re-Invest amount cap is date-dependent: the backend bounds
   it against the account balance AFTER posting interest to the chosen
   closed-on date, which lands on the maturity amount on or after
   maturity and on the current balance before it. The dialog mirrors this
   (reinvestCap / processingOnOrAfterMaturity) so the shown split actually
   adds up and the client-side validator agrees with the server. This was
   wrong in an earlier pass of this work (compared against a fixed figure
   regardless of date) and was caught and fixed via a real reconciliation
   check (77000 + 23000 did not equal the displayed total) before this
   commit.
   Added: a loading-failure state (previously the spinner ran forever on
   a failed template fetch), an inline submit-error message (previously a
   failed POST left the dialog open with no feedback), an empty-savings-
   accounts hint, and accessibility attributes on the option cards
   (role="radio", aria-checked, a visible check icon, focus-visible
   outline) since selection was previously colour-only.

3. TRANSACTIONS TAB -- merges synthetic "FD Renewed" marker rows into the
   real transaction list, since an in-place renewal posts no actual
   ledger transaction and would otherwise look like the balance changed
   for no reason.

4. INTEREST RATE CHART TAB -- added the senior-citizen rate column.

5. DEPOSIT CERTIFICATE DIALOG -- lists the full renewal history on FD
   certificates. renewalCount is renewalHistory.length - 1 (the first
   row is the original term, not a renewal); an earlier version of this
   used the raw row count and overstated the renewal count by one on a
   customer-facing document, caught and fixed before this commit.

6. CLIENTS GENERAL TAB -- fixedDepositAccountsForDisplay folds a renewed
   FD's superseded terms out of the account list (each renewal used to
   show as two unrelated accounts, one Closed and one Active). Memoised
   on the source array's identity so it does not rebuild, and rebind the
   table, on every change-detection tick. Only rewrites FD rows; Savings,
   RD, Current, and Share account rows pass through this getter
   untouched, and the RD/Savings sections of the template were left
   bound directly to the original savingAccounts array.

KNOWN CAVEATS
=============
  - This depends on the paired backend commit (same date, "feat(deposits):
    FD in-place renewal, senior-citizen rate persistence, and Payment
    action"). Deploying this frontend without that backend change means
    the Payment dialog and Renewal History tab will call endpoints that
    do not exist yet.
  - Renewal-history rows rely on the backend returning lowercase column
    keys (a Postgres-specific behaviour of unquoted SQL aliases via
    JdbcTemplate). Confirmed correct against this project's Postgres
    dev database; if this project ever runs on a different database
    engine, that assumption would need re-checking.
  - src/environments/.env.ts is intentionally excluded from this commit;
    it is a local build-version stamp file that should never be
    committed.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-23 16:46:22 +05:30
Nitesh YadavandClaude Sonnet 4.6 d367e76104 merging code
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-20 14:26:25 +05:30
AdityaandClaude Opus 4.6 d72e969dc3 feat: Client & CKYC UI improvements — filters, KYC management, image crop+merge
- Clients list: CKYC icon, CKYC Number column, status/legal form/CKYC filters
- CKYC: SFTP upload logs, date formatting, modal z-index fix, non-dismissible dialogs
- KYC Management: new standalone module with alert dashboard, notification scheduler, audit inventory, account status
- Image cropper: ngx-image-cropper integration for front+back document merge into single PNG
- Sidebar: KYC Management menu entry after CKYC

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-16 13:51:11 +05:30
AdityaandClaude Opus 4.6 7d087e5828 feat: redesign client General tab — stat cards, styled tables, reordered sections
- Performance History: 5 color-coded stat cards with smaller fonts for full text visibility
- Card order: Total Savings, Active Savings, Loan Cycles, Active Loans, Last Loan Amount
- Section order: Saving > Upcoming Charges > Fixed Deposit > Recurring Deposit > Loan > Collateral > Shares
- Tables: dark headers, zebra striping, hover effects, rounded containers
- Styled status dots, better empty states

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-20 23:38:11 +05:30
Omar NabilandGitHub d7975ac855 s (#3192) 2026-02-21 23:53:59 -06:00
Omar-Nabil2 07a907955c last 2026-02-03 12:19:58 +02:00
Shubham KumarandGitHub a07a89a5d7 chore: add MPL license headers to all source files (#2977) 2026-01-10 10:44:23 -06:00
shubhamsharma9199 5bc54b6deb Fix button and title alignment in clients general tab 2025-09-09 14:31:34 +05:30
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
Karan TakalkarandGitHub c42e128b09 refactor: clients module (#1207)
See: #1196
2020-08-15 19:24:04 +05:30
Benura AbeywardenaandGitHub bf98074b71 feat: add view client charges component (#688)
Fixes: #688
2020-07-15 15:45:00 +05:30
Muskan KhediaandGitHub 7bd84899cf fix: add recurring and fixed account table in clients view section (#956)
Fixes: #955
2020-06-30 10:21:48 +05:30
Muskan KhediaandGitHub 11cbe7a155 feat: add loans view page (#661)
- Add loan account page
- Add general tab
- Add account details tab

Fixes: #219
2020-05-31 22:49:21 +05:30
Jivjyot SinghandAbhay Chawla 1916e67062 feat: add clients view page
- add client view page
- add general tab 
- add status lookup pipe to store styles based on status
- add accounts filter pipe to filter accounts
- add status related colors in _color.scss

Fixes: #216
2019-12-01 23:20:51 +03:00