Commit Graph
15 Commits
Author SHA1 Message Date
niteshandClaude Sonnet 5 e89b1cfc23 feat(shares,tasks): centralized Additional Shares approval queue, remove unused Share Savings Debit
- Add Approval Center tab "Share Addition Requests": lists every pending additional-share tranche
  across all accounts (backed by the new /v1/shareadditionrequests endpoint), with a detail popup
  showing the board resolution and the route-specific proof of funding (voucher(s) for cash, or the
  linked savings account for savings). Approve/Reject call the same native
  approveadditionalshares/rejectadditionalshares commands the account-page buttons already used.
- Remove "Debit from Savings" dialog/button and the "Share Savings Debit" Checker Inbox tab -- zero
  rows ever recorded on either tenant since it was built.
- Remove "Approve Additional Shares"/"Reject Additional Shares" from the account-page menu now that
  every tranche is reviewed from the centralized queue instead.
- Harden SharesButtonsConfiguration.removeButton(): a not-found name fed to splice(-1, 1) was quietly
  deleting the LAST button in the array instead of doing nothing -- removing the two menu entries
  above would otherwise have silently broken the rest of the Active-account button bar.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-30 21:42:33 +05:30
keshav 0b79b0b0d3 feat: implement cashier dashboard, dividend dashboards, share accounts views, and checker tasks 2026-08-25 11:20:42 +05:30
nitesh 4281a596af fix: restore remaining content dropped by the dev merge (comprehensive audit)
build-run / Run Lint, Build and Deploy (push) Canceled after 0s
Publish Image in Docker Hub / build (push) Canceled after 0s
Playwright E2E Tests / Run Playwright Tests (push) Canceled after 0s
Tests / testRigor (push) Canceled after 0s
Systematic file-by-file audit of demo-backup against dev to find any
remaining instances of the same silent-drop pattern from the earlier
merge (git's 3-way auto-resolve keeping demo-backup's side wherever it
had independently touched nearby lines, even when dev's side was a
genuine, unrelated addition). Restored:

- clients.module.ts: missing ClientFamilyMemberChildDialogComponent
  registration (component existed but was never wired in)
- client-family-member-dialog: full children-management flow (checkbox,
  form array, child dialog integration, view/edit summary blocks)
- edit-client: FIR-exception flow for inaccessible old mobile numbers,
  and a hardened detectSensitiveFieldChanges() (null-guard, phone-digit
  normalization, dirty-checked comparisons to avoid false-positive
  Verify-Contact-Change prompts)
- shell.component.ts: withdrawal-review URL matcher extended to cover
  the Share Withdrawal Request review route
- fiu.component.html: AML alert status filter and monthly CTR reports
  table UI (backing logic already existed unused in the .ts)
- Shares module: Passbook tab (component existed but had no route or
  tab link), running-balance/resolution columns on the transactions
  tab, subscript-sizing fixes and a pill-style filter-bar redesign on
  Share Holders
- Savings/Share product accounting steps: Payment-Channel-to-Fund-
  Source mapping section, and Share Reference account restructuring
- pending-client-edits: email status badges + "View Email" button
  (dialog component existed but nothing on this list triggered it)

Everything else that still differs from dev was individually verified
as either demo-backup's own independent work (Investment/Loan
Origination/NPA/RBI-OSS modules, the Approval Center tab-nav redesign,
AML/compliance review features, bank-name rebrand in demo seed data)
or purely cosmetic formatting differences — left untouched.
2026-08-06 16:35:52 +05:30
nitesh 8255c8398d Merge dev into demo-backup
Brings in all of dev's latest content not present on demo-backup
(Share Withdrawal/Closure feature, TDS reports, KYC exception tracking,
client-edit-email-dialog, form121 tab, search-select) while preserving
demo-backup's own unique changes (wrapping Approval Center tab nav,
Loan Origination/Investment mega-menus). 36 files that a prior "ours
wins" conflict resolution had silently dropped were restored explicitly
from dev's tip.
2026-08-06 14:16:22 +05:30
nitesh 14c5f5070d Revert demo to pre-2026-08-06 state (rollback today's push)
Reverts all commits pushed to demo today (a5124ca3, 858c277a, a1a50ab8,
f72abb09, fcf66657) back to f8c532f7 as a single forward commit, without
rewriting history. All reverted content (Share Withdrawal/Closure feature,
TDS reports, KYC exception tracking, client-edit-email-dialog, form121 tab,
search-select) remains intact on dev and was verified identical before
this revert.
2026-08-06 13:39:40 +05:30
niteshandClaude Sonnet 5 7f836f6f71 feat(shares): add Share Account Closure maker-checker workflow
Clerk submits a closure request only once a share account holds zero
shares; manager validates (shares still zero, account active, no active
loan/guarantee, KYC/AML standing, maker!=checker) and approves, which
executes the real Fineract "close" command. The direct native "Close"
action is removed from the account menu — it silently force-redeemed any
remaining shares, bypassing the withdrawal approval flow entirely — and
replaced with an "Eligible for Closure" banner. When a withdrawal approval
brings a share account's holding to zero, a closure request is now
auto-submitted (still requires manager approval) so the clerk doesn't have
to separately open "New Share Closure Request".

Also fixes an unrelated build break introduced by a merged commit: a
missing `suppressMonthlyAnnualLink` property declaration, and two files
(branch-scope.service.ts, gl-reports-data.ts) that existed on `demo` but
were never brought into `dev` alongside the new TDS report components
that depend on them.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-06 11:43:56 +05:30
niteshandClaude Sonnet 5 cc5cd4c6ab feat(shares): add Share Withdrawal maker-checker workflow with GL settlement
Tests / testRigor (push) Canceled after 0s
build-run / Run Lint, Build and Deploy (push) Canceled after 0s
Publish Image in Docker Hub / build (push) Canceled after 0s
Playwright E2E Tests / Run Playwright Tests (push) Canceled after 0s
Clerk submits a governed share redemption request (shares, Board Resolution
No., Meeting Date, settlement Payment Type); Bank Manager reviews with a
live backend-validated checklist (account/GL state, not just submit-time
snapshot) before approving, which redeems the shares and settles the
linked savings account in one transaction. Adds a Passbook tab to the
Share Account view, a reusable search-select control, and a Savings
Product "Map Payment Types to Specific Funds" fund-source override (only
Loan Products had this before) so settlement can be GL-mapped correctly.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-05 16:55:21 +05:30
keshav 0c99dc3686 share certificate and share product maker checker 2026-07-27 13:57:49 +05:30
Shubham KumarandGitHub a07a89a5d7 chore: add MPL license headers to all source files (#2977) 2026-01-10 10:44:23 -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 a41df49a3e Share Product and Share Account views updated 2024-05-19 00:22:51 -06:00
Karan TakalkarandGitHub 018bbabac1 feat: shares account actions (reject-shares) (#910)
Fixes: #909
2020-06-25 03:53:41 +05:30
Karan TakalkarandGitHub 5701bd1ed0 feat: shares account actions (approve) (#890)
Fixes: #889
2020-06-23 15:30:03 +05:30
Karan TakalkarandGitHub 21c54d0baa feat: add edit share account page (#881)
Fixes: #880
2020-06-17 15:15:39 +05:30
Karan TakalkarandGitHub db248a8037 feat: add view shares account page (#868)
Fixes: #224
2020-06-13 01:54:44 +05:30