Commit Graph
73 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 22c9375a55 feat: client general tab and current account details step updates 2026-04-29 15:25:50 +05:30
Nitesh Yadav f2a5035c8b feat: current account details step and client general tab updates 2026-04-29 15:10:26 +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
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
shubhamsharma9199 5bc54b6deb Fix button and title alignment in clients general tab 2025-09-09 14:31:34 +05:30
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
Gopi KishanandGitHub b7c6ea857a WEB-201 Merge angular-update-18 into dev to upgrade Angular from v17 to v18 (#2513) 2025-06-13 08:19:03 -06:00
Adam Saghy 19a14e5b5b Upgrade to Angular 16
Merge `angular-update-16` into `dev` branch
2025-05-23 18:47:20 +02:00
Pranav DeshmukhandGitHub 5f019fb124 Fix saving account, product label (#2272) 2025-02-20 12:18:37 -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
Ralph HopmanandAdam Saghy 2ec9ba81d6 build: Use prettier for html
Stop ignoring html files in prettier and fix existing issues.
2024-12-19 09:36:50 +01:00
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
Jose Alberto HernandezandJose Alberto Hernandez a41df49a3e Share Product and Share Account views updated 2024-05-19 00:22:51 -06:00
Jose Alberto HernandezandJose Alberto Hernandez 8fdf8fb10c Strongest password policy 2024-05-06 21:09:31 -06:00
Jose Alberto HernandezandAdam Saghy 8408ff26c1 Fix: Missed or wrong translations 2024-02-14 09:46:28 +01:00
Jose Alberto HernandezandAdam Saghy f643b15949 Fix search entities view for savings and deposits accounts 2024-02-07 14:10:07 +01:00
79595f6a1c Recurring Deposit view account homologation (#1910)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-11-26 20:00:42 -06:00
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
d92f6c1c5e feat:Unificaction of radhathakare's PR (#1879)
* feat:Clients Translate Module

* feat: Collections Translate Module

* feat:Loan Translate Module

* feat:Search Translate Module

* feat English Json File

---------

Co-authored-by: radhathakare <radhathakare322@gmail.com>
2023-10-18 10:50:03 -06:00
99c2d4780d Use of Decimals to Display user setting to format numbers (#1695)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-03-06 07:56:43 -06:00
Jose Alberto Hernandez c5ece8d95d Styling table with amounts 2022-12-15 09:14:43 -06:00
Ramveer 22428de9b1 feat: collateral module 2022-07-22 13:37:21 +05:30
Jose Alberto Hernandez 9bf535da18 UI is broken in dates parsing in Safari 2022-06-22 15:33:50 -05:00
RamveerandArnold Gálovics 9d6f9a72c9 Client Loan Accounts Summary fix 2022-06-03 14:25:14 +02:00
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 efdd779aa9 refactor: savings module (#1226)
See: #1196
2020-08-25 17:46:54 +05:30
Karan TakalkarandGitHub f215e1aa96 fix: multiple bugs in home/core/institution modules (#1225)
Fixes: #1224
2020-08-25 02:16:25 +05:30
Karan TakalkarandGitHub c42e128b09 refactor: clients module (#1207)
See: #1196
2020-08-15 19:24:04 +05:30
Karan TakalkarandGitHub a1cd561453 refactor: shares module (#1200)
See: #1196
2020-08-13 09:56:25 +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
Muskan KhediaandGitHub 55280eae2a refactor: Loans Module (#1150)
Fixes: #1149
2020-07-22 20:32:55 +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 3fbe2815a0 feat: add client charge payment component (#690)
Fixes: #689
2020-07-15 17:13:39 +05:30
Benura AbeywardenaandGitHub bf98074b71 feat: add view client charges component (#688)
Fixes: #688
2020-07-15 15:45:00 +05:30
Muskan KhediaandGitHub 6b688b98dc feat: add loan button (recovery-repayment) (#1058)
Fixes: #1057
2020-07-11 10:34:02 +05:30