Commit Graph
9 Commits
Author SHA1 Message Date
niteshandClaude Opus 5.5 7c23bdd6af Merge branch 'feature/dds' into merge/dds-into-dev-latest
Brings the DDS (Daily Deposit Scheme) UI from feature/dds onto the
current dev-latest:
- Agent settlement (Agent Tran), Close Party account, DDS reports,
  Party-Savings link field
- Agent collection entry screen, per-agent GL account, maturity auto
  close
- Approvals tab, vouchers, payout & close, Sundry GL search, closure
  tab and fixes
- Menu: DDS Party Master, DDS Accounts, DDS Collection, DDS Reports and
  Locker links placed in the Deposits mega panel groups; Agent Master,
  Commission Slab and DDS Batch Processing under Organization; DDS
  Approvals tab in the checker inbox

No content conflicts. Nothing from dev-latest is removed.

Merge adjustments:
- package-lock.json: kept dev-latest's lock file. feature/dds does not
  add or change any dependency in package.json; its lock file was only
  regenerated (about 18k lines removed and 12k added), which would have
  changed resolved versions for packages already on dev-latest.
- Dropped src/app/deposits/party-master/CBS-Backend.code-workspace, a
  VS Code workspace file holding local folder paths, not app code.
- angular.json: bundle budget raised to 18mb warning / 20mb error, as on
  feature/dds.

Lint fixes required by the pre-commit hook (no behaviour change):
- Prettier formatting on 12 DDS files.
- create-party.component.scss: the dense data-entry section deliberately
  re-targets the base selectors to override them, so
  no-duplicate-selectors is disabled for that section instead of
  merging rules and changing the cascade.
- notice-dialog / create-dds-account-type scss: stylelint-disable-line
  for the "ch" width unit.
- commission-slab-master.component.scss: stylelint auto-fix.

Verified with tsc -p src/tsconfig.app.json --noEmit, stylelint, prettier
and eslint on all merged files.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-12 15:10:37 +05:30
keshav 2d2eac8d03 feat: recurring deposit enhancements, dashboard, chart, and account view updates 2026-10-12 10:23:10 +05:30
tarunmalviya 885b39d970 DDS: approvals tab, vouchers, payout & close, Sundry GL search, closure tab, fixes 2026-10-01 13:08:52 +05:30
niteshandClaude Sonnet 5 865ad8ba88 feat(fd): add FD Dashboard -- maturity ladder + manual Renew action
New screen (Deposits menu, repurposing the dead "FD Maturity Report" shell button): every
active Fixed Deposit positioned against its own maturity date (Matured / Due Soon / Upcoming /
On Track), computed client-side from maturityDate so it can never drift out of step with the
account. Reads the new lean maturity-dashboard backend endpoint.

A matured, renewable row (no maturity instruction chosen at account-opening, or an explicit
Reinvest instruction still waiting on its product's grace period) gets a Renew action wired to
the account's own Payment dialog -- see the FD account-view commit for that side of it.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-24 16:01:43 +05:30
tarunmalviyaandClaude Opus 5 e2eff9914f DDS: agent collection entry screen, per-agent GL account, maturity auto close
The Daily Transaction Entry screen no longer composes a Party Tran. An agent records their own round
elsewhere; this screen reads back what they wrote down, shows what it adds up to, and settles the
day once a clerk has counted the cash against it. Nothing is typed here and nothing is edited - what
settles is what the entries say, to the rupee.

Agent Master now asks which ledger account the agent's collections pass through, one agent to an
account, and offers only the accounts that can carry them. The DDS scheme product is kept out of the
agent's own savings list for the same reason the server refuses it: debits are blocked on those
accounts, so commission paid into one would go in and never come out.

The DDS product carries a Maturity Auto Close setting, asked as Yes/No to match the Auto Interest
Post question directly above it, and Batch Processing offers the run that applies it.

Also: the report viewer stops printing two money columns ungrouped and stops totalling a column that
holds a word, and an agent's birth date cannot be picked later than eighteen years ago.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-23 11:54:49 +05:30
tarunmalviya 57a61b3057 DDS: Agent settlement (Agent Tran), Close Party account UI, reports UI, Party-Savings link field 2026-08-25 10:56:03 +05:30
keshav898966 d00eac0aa1 pending account terminate feature develop 2026-07-01 17:19:38 +05:30
Jaanu423andClaude Sonnet 4.6 846b2484d7 feat: accounts list — active-only filter, date range & as-on-date search, modern UI
- Show only active accounts (status=300) for SB/CA/FD/RD lists; status sent as query param
- Add FROM/TO date range filter (API fires only when both are set) and independent AS ON DATE filter
- Restrict date pickers to today max (no future date selection)
- Default sort: latest accounts on top (ORDER BY id DESC)
- Full UI redesign: accent header, monospace account pill, client avatar, modern badges
- AccountsService: added status, fromDate, toDate, asOnDate to AccountListParams and all 4 methods

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-21 13:53:58 +05:30
Jaanu423andClaude Sonnet 4.6 45d4397b0e feat: add current accounts list module with redesigned UI
- New accounts module with list, routing, and service
- Redesigned accounts-list UI with modern card layout, status badges, and action buttons
- Fixed totalRecords formatting (removed formatNumber pipe from integer count)
- Register accounts module in app.module and shell navigation

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-21 11:19:30 +05:30