Four independent, self-contained changes bundled from this session's work:
1. Auto-derive Senior Citizen / Minor / Customer Segment instead of manual entry
Senior Citizen was a manual, staff-editable checkbox on FD/RD account
creation with no validation against the client's actual age -- this let
non-senior clients get the senior-citizen interest rate by mistake (found
twice on live test accounts, where m_savings_account.is_senior_citizen
was true despite the client being confirmed non-senior at the client
record level). Likewise "minor" client classification was hardcoded to
the age-18 threshold with no single source of truth, and FD/RD account
creation's "Customer Segment" (Individual / Non-Individual) had no
connection to the Individual/Non-Individual Legal Form already captured
at client creation.
- New src/app/clients/shared/client-age.util.ts centralises age/DOB
derivation: MINOR_AGE_THRESHOLD (now 10, was 18), SENIOR_CITIZEN_AGE_
THRESHOLD (60), AGE_OF_MAJORITY (18, kept separate from the minor
threshold -- majority date math is unrelated to the minor/adult
classification threshold), calculateAge/isMinorAge/isSeniorCitizenAge/
isIndividualClient/deriveSeniorCitizenStatus.
- FD/RD interest-rate-chart steps: Senior Citizen checkbox is now derived
from the client's DOB (age >= 60, individual clients only) and
disabled for manual editing; a hint explains why it is checked/
unchecked.
- Client general step and all four account-details-steps (savings,
current, FD, RD): replaced hardcoded 18/60 literals with the shared
helpers; "Must be below 18" hints now read the actual threshold.
- FD/RD account-details-steps: Customer Segment auto-selects to match
the client's Legal Form (exact match, not substring -- a substring
match would misclassify "Individual" as matching "Non-Individual").
- RD preview step: fixed a pre-existing display bug that always showed
the product's default Customer Segment instead of what was actually
selected on the account.
2. Fix wrong Account Name / Account Type on Disbursement Review screens
Clerk disbursement review and "My Disbursement Requests" showed the
account NUMBER instead of the holder's name, and always labelled the
account type "SAVINGS" regardless of the real account type (FD/RD/
Share/Loan), because transaction-entry.component.ts's account-type
mapping only checked for CA/CB and its account-name fallback chain
never tried clientName. Added creditEntryAccountType() covering
GL/CA/CB/FD/RD/SHR/LA, and accountTypeLabel() display helpers on both
review screens.
3. Stop reversed transactions from distorting displayed running balances
Passbook and Transactions tabs were including reversed transactions in
their client-side running-balance recalculation, so a reversed posting
(visible struck-through) still shifted the balance shown for every
transaction after it. Both now filter out txn.reversed before computing
running balances; Transactions tab also defaults "Hide Reversed" to on.
4. New Interest Schedule dialog on the FD account view
Added custom-dialogs/interest-schedule-dialog, opened from the FD
General tab, showing the account's period-by-period interest schedule.
Excludes src/environments/.env.ts (auto-generated build version/hash
stamp, regenerated on every build -- not meaningful to hand-commit).
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
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.
- Add 'Modify Application' button in kebab menu for rejected accounts (all 4 types)
- Rewrite edit components with tab-based UI matching create form
- Pre-populate all create-time values in edit form: product, account status,
customer segment, account type, joint holders, nominees, introducer,
deposit account link, senior citizen rate, tenure, flags (msme/balanceSwap/autoDebit)
- Fix edit mode detection using accountNo presence
- Add preselectedIntroducer @Input to IntroducerSearchComponent for pre-fill
- Support both camelCase and lowercase keys for joint holders (MySQL queryForList)
- Fix account number display: actual accountNo before previewAccountNo
- Fix cbsAccountType restore: cbsAccountType only, avoid Fineract enum object
- Add nominees fetch via /clients/{id}/nominees API in all 4 edit components
- Fix RD/FD Interest Rate Chart: SimpleChanges to prevent reset race condition
- Pre-check Senior Citizen checkbox in edit form from isSeniorCitizen DB field
- Auto-calculate rate when tenure pre-filled in edit mode
- FD calculator: use backend calculate-fd-interest API for all compounding types
- Support interestCompoundingPeriodInMonths=0 (daily) in FD calculator API
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- nominee-form: searchByText now passes legalFormType='INDIVIDUAL' for both
nominee search and guardian search — prevents entities/companies appearing
- introducer-search: same INDIVIDUAL filter applied
- add-related-client-dialog: INDIVIDUAL filter for joint account holders,
partners, and members search
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
- 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>
- 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>
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>
- Wire up Edit/View/Delete buttons with click handlers in all 4 HTML templates
(Current Account, Savings, Fixed Deposit, Recurring Deposit)
- Remove broken [routerLink] from Recurring Deposit HTML
- Add viewInstruction() and editInstruction() methods to all 4 tab components
- Use navigateByUrl with absolute path built from this.router.url to avoid
Angular multi-level .. navigation bug (was producing literal .. in URL)
CA/Savings/RD: basePath + /transfer-funds/:id/view|edit
FD: basePath + /transactions/account-transfers/:id/view|edit
- Fix deleteStandingInstruction() to refresh table after delete in all tabs
- Fix AccountTransfersService.deleteStandingInstrucions to use
PUT ?command=delete instead of HTTP DELETE (backend soft-delete only)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Redesign view-standing-instructions with sectioned layout (General Info, From Account,
To Account, Transfer Settings, Recurrence) using info-grid/info-row CSS pattern with
color-coded status badge
- Fix edit-standing-instructions: remove buggy recurrenceOnMonthDay.push() crash that
caused all form fields to be empty; add parseISODate() and parseMonthDay() helpers
handling both ISO string and array formats; add null safety with ?. guards on all fields
- Fix edit form patchValue: fromAccount and toAccount show as 'productName - accountNo'
- Improve current account standing-instructions-tab HTML with ?. null guards
- Add missing i18n keys: General Information, From Account, To Account, Transfer Settings,
Recurrence Settings, Valid From, Valid Till
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Rebuilt current account deposit/withdrawal with sat two-column layout
- Applied same sat design to FD cash transaction and RD deposit/withdrawal
- Added Deposit action to FD: button config, actions dict, doAction routing
- Both FD Deposit and Withdrawal now render FixedDepositsCashTransaction
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Block 0% nominee share in all steppers (Savings, FD, RD, Current) —
Add button disabled via isValid, addNominee() guards < 1, nominee-form
error condition fixed for value=0
- Joint ownership: default primary share 50%, enforce min 1% on blur,
max 100% on input with DOM clamp via $event, auto-redistribute
co-holders proportionally when primary share changes,
isJointOwnershipValid guards each holder >= 1
- Pending/Rejected account tabs: normalize date format to 22 May 2026
for both array and string date values from API
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- access-control: register DSC enrollment under factorType='DSC' instead of
the legacy 'TOKEN' alias, hydrate / disable paths match on the same code.
Pill labels in the picker and Hardware Token panel updated to 'Type · DSC'.
service.ts MfaFactorType union adds 'DSC'.
- two-factor-authentication: initialise the delivery-method form at field
declaration instead of inside ngOnInit so Angular's first change-detection
pass doesn't fire 'Cannot find control' before the form is built.
- Rename duplicate component selectors that were tripping NG0912 at runtime:
mifosx-notes-tab -> mifosx-{centers,clients,current-account,groups,loans,
savings}-notes-tab; mifosx-unassign-staff-dialog -> mifosx-{clients,groups}-
unassign-staff-dialog. Selectors aren't referenced in templates (route /
dialog open), so the rename has no usage-site impact.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Current Account module with full CRUD, transactions, charges, hold/release, block/unblock
- Current Products management under Products module
- DIP mobile number verification with real API call to /lookup/check
- Sanctions verification dialog
- Charges support for Current Account (chargeAppliesTo=5) in create/edit
- Fixed permissions from SAVINGSACCOUNT to CURRENTACCOUNT across all current account components
- Added all missing translation keys for Current Account in en-US.json
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
keshav
Sonali Likhitkar
niteshandClaude Sonnet 5