Commit Graph
3 Commits
Author SHA1 Message Date
nitesh 9739ff0758 feat(tasks,shares): fix Share Account Edit Details routing/auto-select, popup compare dialog, redesign Approval Center filters
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- Register the missing edit-details route so the Share Account "Edit Details"
  maker-checker screen (already built) is actually reachable, and remove the
  stale hardcoded disable on its menu entry.
- Fix Terms step race: Default Savings Account, Total Shares and Application
  Date now display correctly in edit mode instead of racing an async
  product-template fetch or reusing pending-application-only fields.
- Show a client's linked share account number on the Savings Account General
  tab.
- Replace the inline diff panel on Pending Share Account Edits with a popup
  compare dialog (mirrors the savings equivalent), showing only fields that
  actually changed.
- Redesign Pending Share/Savings Account Edits, Share Withdrawal Requests,
  Dividend Requests and Share Addition Requests with a consistent header,
  search box and (where the data supports it) date-range filters, matching
  the existing Withdrawal Requests screen.
2026-09-01 07:43:07 +05:30
niteshandClaude Sonnet 5 ce840d73d7 feat(tasks,savings,cashier): facility charge mapping screen, chained approve+activate, popup diff dialog, cash/transfer-only teller flow
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Adds a Products > Facility Charge Mappings screen so each of the 16 facility
toggles can be pointed at a real charge, backing the mapped-charge validation
added on the backend. Bulk-approve on the pending accounts screen now chains
straight into activation (matching the single-account approve flow) instead
of leaving accounts sitting in Approved; the same screen's Confirm button no
longer stays disabled on pre-filled but untouched dialogs. Add Charge is
hidden on not-yet-active savings accounts, and Transfer Funds is disabled
entirely pending a proper transfer flow. The pending savings-account edit
"Proposed Changes" panel is now a MatDialog showing only the fields that
actually changed, replacing the old always-open inline diff table. The teller
transaction-entry Payment Type dropdown is filtered to Cash/Transfer only,
mirroring the backend's retirement of the other system-defined payment types
so share withdrawal and GL transfers now settle the same way real transfers
do.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-27 18:46:44 +05:30
keshav898966 1692925d0d existing account saving and current add or remove nominee and digital & account features and also FE & RD nominee add or remove 2026-07-10 18:45:28 +05:30