Commit Graph
28 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 d0370781e8 update loan product code and rd,fd,saving,current account validation add
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 07:40:04 +05:30
Nitesh Yadav f2a5035c8b feat: current account details step and client general tab updates 2026-04-29 15:10:26 +05:30
Omar-Nabil2 07a907955c last 2026-02-03 12:19:58 +02:00
Soni JayandGitHub a090c1b463 fix report service loan application print icon (#3056) 2026-01-28 07:52:15 -06:00
Soni JayandGitHub 424522d750 WEB-627 Implement Report Service in the Loan Application Print Icon (#3049) 2026-01-26 15:35:17 -06:00
Soni JayandGitHub d36e2b6cb5 WEB-622 To have a button for printing a loan application (#3046) 2026-01-24 15:37:54 -06:00
Soni JayandGitHub 5a25359d89 WEB-598 Client Performance History doesn't render any value (#3024) 2026-01-20 13:01:47 -06:00
Shubham KumarandGitHub a07a89a5d7 chore: add MPL license headers to all source files (#2977) 2026-01-10 10:44:23 -06:00
Soni JayandGitHub 20198d4839 WEB-531 Add money symbol for the Balance of Savings, Loan, Recurring deposits, collateral data and Shares account fields in the Client General page (#2939) 2025-12-28 09:35:49 -06:00
Felix van Hove 7fd1486c08 Upgrading to Angular 20:
Replaced checked in package-lock.json by regenerated one.
Ran ng update @angular/core@20 @angular/cli@20
Ran npm install @angular-builders/jest@^20.0.0 @fortawesome/angular-fontawesome@^3.0.0 @swimlane/ngx-graph@^11
Ran npm install ngx-mat-select-search@^8.0.2.
Ran ng update @angular/material@20.
Updated all eslint and typescript to the latest versions.
Removed @angular-devkit/schematics.
Updated fontawesome.
Updated rxjs and tslib.
Moved required node version from 16 to 20.
Updated jest-preset-angular.
Set preserveWhitespaces to false.
Corrected two type declarations in two typescript files to make ng serve run without errors.
Removed unused angular-devkit/schematics from view-user.component.ts .
Updated list of supported browsers.
Upgraded prettier.
Ran prettier . --write the first time.
Ran prettier . --write the second time.
Ran ng generate @angular/core:inject with defaults, excepted a handful of files.
Fixed remaining eslint problems.
Added dist directory to ignores in eslint.config.js.
Let prettier fix formatting, almost everything is just line breaks.
Made htmlhint ignore @if and @for Angular constructs.
Updated node version in Github workflow to 22.12.0 (build.yml).
Updated .env.ts.
Updated Angular datetime format strings from YYYY-MM-DD to yyyy-MM-dd.
Merged changes from dev into angular20 branch.
2025-12-08 11:01:01 +01:00
Gopi KishanandGitHub 6ee9897bd1 WEB-215 Merge angular-update-19 into dev to upgrade Angular from v18 to v19 (#2530) 2025-06-20 19:03:06 -06:00
Ralph HopmanandAdam Saghy cac1d11ad7 build: Use prettier for typescript
Stop ignoring .ts files in prettier and fix existing issues.
2025-01-15 11:59:30 +00:00
408f004450 i18n: Adding new languages: Part 1 (#1882)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-10-22 20:18:05 -06:00
Ramveer 22428de9b1 feat: collateral module 2022-07-22 13:37:21 +05:30
Jose Hernandez d366f32dfd Add email field to Client 2022-04-27 20:11:47 -05:00
Muskan KhediaandGitHub 3c858e308c refactor: loans module (#1237) 2020-08-30 19:50:58 +05:30
Karan TakalkarandGitHub c42e128b09 refactor: clients module (#1207)
See: #1196
2020-08-15 19:24:04 +05:30
Muskan KhediaandGitHub 5b8ddeaf35 feat: add view dividend details (share-products) (#1166)
Fixes: #1165
2020-08-02 16:36:40 +05:30
Muskan KhediaandGitHub 63a9e46fc2 feat: add make account transfer (transfer-funds) (#1151)
Fixes: #251 #1060
2020-07-23 12:12:45 +05:30
Karan TakalkarandGitHub fbe0935154 fix: client charges routing and module structure (#1114)
Fixes: #1113
2020-07-15 19:23:57 +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
Karan TakalkarandGitHub 35a25e018f refactor: existing savings account actions (#941)
Fixes: #940
2020-06-28 17:13:05 +05:30
Muskan KhediaandGitHub 8503dc6d97 feat: add view loan page (datatables-tab) (#853)
Fixes: #840
Fixes: #841
2020-06-10 21:54:19 +05:30
Benura AbeywardenaandGitHub 0790ee893e feat:add waive flag and payment functions (#694)
Fixes: #691
2020-05-13 10:17:08 +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