Commit Graph
47 Commits
Author SHA1 Message Date
niteshandClaude Opus 5 ee47a1ce68 feat(cashier,savings,tasks): clerk-manager-cashier account closure flow
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Replaces the one-click Close action on the savings account page (removed from
the Danger Zone menu) with a maker-checker flow, since closing an account pays
real cash out of a teller's drawer.

Clerk: an Action button on Transaction Entry, shown once an ACTIVE savings
account is loaded. Ticking "Close this account" previews the payout -- balance
plus interest calculated to today by the same code the closure itself runs --
and Save drops that figure into the slip's AMOUNT. The clerk then fills
TOK. NO. on the slip and presses Save, which raises the request. Token and
narration deliberately live on the slip, not in the popup, so the closure is
entered like any other transaction.

Manager: a Closure Requests tab in the Approval Center, reviewed in a popup
dialog (matching Disbursement Requests) rather than a separate route.

Cashier: the closure token is recognised at the counter alongside withdrawal
and dividend tokens, auto-filling the rounded cash figure, locking it, and
closing the account once the denomination is counted.

Save-path fixes, all of which silently blocked a valid closure:
 - amount came from the denomination total whenever clerkMode was false --
   which it is for any route other than the Clerk Dashboard wrapper -- so the
   calculated payout was replaced by zero
 - the balance check rejected the payout because it legitimately exceeds
   today's withdrawable amount: it includes interest close() posts before
   withdrawing. Min-balance, withdrawal-facility and clerk-side denomination
   checks do not apply to a closure either
 - on the cashier side the account is already CLOSED, so accountDetails is a
   stub with no balance and the same check reported "Withdrawable 0.00"
 - the closure branch had to precede the plain clerk-withdrawal branch: a
   closure is a full-balance withdrawal, so that branch would have swallowed
   it and the account would never have closed
 - onSave's one silent return now says what is missing, instead of leaving
   Save looking like a broken button

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-01 15:45:26 +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
keshav 0c99dc3686 share certificate and share product maker checker 2026-07-27 13:57:49 +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
keshav898966 d00eac0aa1 pending account terminate feature develop 2026-07-01 17:19:38 +05:30
Jaanu423andClaude Opus 4.7 89e17f561f feat: dynamic denomination breakdown in deposit forms + savings menu scroller
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>
2026-05-27 13:19:23 +05:30
AdityaandClaude Opus 4.7 b149fef72e feat: KYC re-verify UX, family/nominee tab gating, savings dialogs, cfcfrms shell
- KYC tab: fix Verify (PAN) and Send OTP (Aadhaar) being disabled in edit mode;
  unmask Aadhaar input and show on-file masked value as hint; resolve kycId
  from id/kycId/resourceId fallbacks.
- Client stepper/view: add familyAllowed / nomineeAllowed predicates +
  CanActivate route guards. Family tab hidden for non-individuals, Nominee
  tab hidden for non-proprietor entities. Family-members step accepts a
  nomineeOnly input for proprietorship clients. Add/Edit/Delete buttons
  inside family-members and nominee tabs gated by canAdd.
- cfcfrms: add cfcfrms-shell wrapper, restyle complaint/fraud/mule/escalate
  pages and dashboard.
- Savings: identity-verify and transaction-confirm dialogs, manage / activate
  / add-charge flows, account preview styling.
- Tasks, core shell, account-nominees, icons: minor style and behaviour
  updates.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 18:49:43 +05:30
Soni JayandGitHub 38733a3566 WEB-605 Change the vNEXT to MIFOS_INTERBANK_TRANSFERS variable and set it true as default (#3016) 2026-01-20 13:21:39 -06:00
Shubham KumarandGitHub a07a89a5d7 chore: add MPL license headers to all source files (#2977) 2026-01-10 10:44:23 -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
gkbishnoi07andAdam Saghy 1d6b6fd743 merge angular-17 into dev to upgrade from Angular v16 to v17 2025-06-05 15:51:43 +02:00
Victor Romero 9ddb79ba45 Restore Interbank functionality 2025-03-28 00:06:59 -06:00
Jose Alberto Hernandez 7bd6146984 User password regular expression to validate consecutive repeating characters 2025-03-27 22:16:59 -05:00
Gustavo EspíndolaandGitHub 88086e3d79 feat: interbank transfer (#2299) 2025-03-05 11:57:05 -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
Jose Alberto HernandezandJose Alberto Hernandez 7e607d63c0 Installment level delinquency setting at loan account level 2024-05-09 07:10:56 -06:00
Pushpendra KumarandAdam Saghy 21dc452e36 translated the heading of the dialogBox in .ts files 2023-12-13 21:41:02 +01:00
Pushpendra KumarandAdam Saghy 927562a872 added translation of dialogContext 2023-12-13 10:54:09 +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
3c625d81c4 i18n: Adding new languages: Part 2 (#1885)
Co-authored-by: radhathakare <radhathakare322@gmail.com>
2023-10-25 22:42:07 -06:00
6af25660d9 Use of account currency display symbol (#1724)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-03-28 22:55:00 -06:00
6ef53c6462 Enhancement in loan and savings account views (#1690)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-02-22 23:15:51 -06:00
5275657752 Savings account actions missed (#1611)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2022-12-30 18:41:17 -06:00
e2fbfc9c2f Savings account status and substatus management (#1606)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2022-12-26 23:38:53 -06:00
d0dc2aabb2 Clients search enhancement (#1605)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2022-12-26 14:25:49 -06:00
Karan TakalkarandGitHub efdd779aa9 refactor: savings module (#1226)
See: #1196
2020-08-25 17:46:54 +05:30
Karan TakalkarandGitHub 3e21227056 build: update to angular-v9.1.12 (#1215)
Fixes: #1216
2020-08-23 14:21:17 +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 50dbb7b6e6 feat: savings account actions (apply-annual-fees) (#958)
Fixes: #957
2020-06-30 14:00:14 +05:30
Karan TakalkarandGitHub be0e7032a7 feat; savings account actions (enable/disable-withhold-tax) (#945)
Fixes: #944
2020-06-29 01:09:36 +05:30
Karan TakalkarandGitHub d800f05ae3 feat: savings account actions (close) (#943)
Fixes: #942
2020-06-28 23:59:38 +05:30
Karan TakalkarandGitHub 35a25e018f refactor: existing savings account actions (#941)
Fixes: #940
2020-06-28 17:13:05 +05:30
Karan TakalkarandGitHub 30dafba546 feat: savings account actions (post-interest) (#931)
Fixes: #930
2020-06-27 01:35:15 +05:30
Karan TakalkarandGitHub acc31b3c26 feat: savings account actions (calculate-interest) (#929)
Fixes: #928
2020-06-27 00:57:56 +05:30
Karan TakalkarandGitHub cded123bee feat: savings account actions (unassign-staff) (#927)
Fixes: #926
2020-06-26 19:54:48 +05:30
Karan TakalkarandGitHub b4c5b4716c feat: savings account actions (assign-staff) (#925)
Fixes: #924
2020-06-26 19:14:28 +05:30
Karan TakalkarandGitHub 3e04657c54 feat: savings account actions (post-interest-as-on) (#923)
Fixes: #922
2020-06-26 15:40:35 +05:30
Karan TakalkarandGitHub 2eea9574f2 feat: savings account actions (undo-approval) (#921)
Fixes: #920
2020-06-26 14:37:59 +05:30
Karan TakalkarandGitHub 0b75a21c88 feat: savings account actions (activate) (#919)
Fixes: #918
2020-06-26 13:30:25 +05:30
Karan TakalkarandGitHub 1556915fc9 feat: savings account actions (withdraw) (#916)
Fixes: #915
2020-06-25 16:59:55 +05:30
Karan TakalkarandGitHub 9f7fcf7aeb feat: savings account actions (delete) (#914)
Fixes: #913
2020-06-25 16:21:05 +05:30
Karan TakalkarandGitHub a3891e7946 feat: savings account actions (reject) (#912)
Fixes: #911
2020-06-25 15:37:31 +05:30
Karan TakalkarandGitHub a9cd990184 feat: savings account actions (approve) (#906)
Fixes: #905
2020-06-24 22:30:18 +05:30
Karan TakalkarandGitHub 7c64c849d3 feat: add edit savings account page (#884)
Fixes: #222
2020-06-20 17:34:38 +05:30
Karan TakalkarandGitHub 5729887a62 feat: add savings accounts datatables (#865)
Fixes: #863
Fixes: #864
2020-06-11 21:20:48 +05:30
Karan TakalkarandGitHub 3123f37155 feat: add view savings account page (#862)
- Transactions Tab
- Charges Tab
- Standing Instructions Tab

Fixes: #221
2020-06-11 16:03:00 +05:30