- Add Balance Sheet report and disabled-features accounting config
- Point menu-access tenant header and env.js/environment.ts tenant identifier
at env config instead of hardcoded 'default'/'lincpay' literals
- Surface the real backend error (not a generic "no reference id") when an
OTP send fails in contact-otp-block
- Fix branch-day "₹null" display bug (null vs undefined) and add a guard
blocking a branch's first-ever day open before cash denomination migration
- Dynamically size the denomination count input and block re-opening an
already-open business day from Migrate Cash Denomination
- Lock the denomination-managed cash GL row in Migrate Opening Balances
(read-only, with a link back to Migrate Cash Denomination)
- Remove duplicate Cancel/Submit action bars on the Share Product and
Savings Account creation preview steps; align Previous into the same row
- Hide "Apply Collection" on a share account once its advance collection
is already settled (further purchases go through Apply Additional Shares)
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Savings account creation shows a required "Default Share Account" picker once Share Linking is
enabled, populated from the client's active share accounts; submits shareAccountId alongside it.
- Fixes a real data-loss bug on Share Account creation: the Charges step re-seeded its table from
the product's default charges on every ngOnChanges firing (e.g. stepping back to Details and
forward again), silently discarding a charge the clerk had already added, edited, or removed - a
pristine guard existed for exactly this but wasn't checked in ngOnChanges. Now it is.
- Removes the hard "required" on Share Account creation's Default Savings Account field, matching
the backend now accepting a share account with no linked savings account.
- New /accounting/migrate-cash-denomination screen: counts a branch's opening cash into notes and
coins, checks it against (or defines, if unset) the Cash GL account's balance, and opens the
branch's first business day with that same count - the vault-side counterpart to Migrate Opening
Balances, kept under Accounting rather than Branch Ops/Cashier so it isn't reachable by mistake.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
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.
Added hideButtons @Input to SavingsAccountPreviewStepComponent and passed
hideButtons=true from the edit form — prevents the preview step's own
Cancel/Submit row from rendering alongside the tab action bar's buttons.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
- 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>
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.
* fixed identities tab
* fix: Loan Product capitalized income form validation
* Loan account with Capitalized Income transaction
* fix: Use first API url from url list
* Loan Product with Capitalized Income GL accounting mappings
* fix: Loan Product capitalized income with Income Type
* Loan account details - income capitalization type
* fix: Loan Product Cash accounting view
* fix: Loan Id updated in Loan views after url changed
* fix: Charge management minimum and maximum cap values validation
* build(deps-dev): bump http-proxy-middleware from 2.0.7 to 2.0.9 (#2421)
Bumps [http-proxy-middleware](https://github.com/chimurai/http-proxy-middleware) from 2.0.7 to 2.0.9.
- [Release notes](https://github.com/chimurai/http-proxy-middleware/releases)
- [Changelog](https://github.com/chimurai/http-proxy-middleware/blob/v2.0.9/CHANGELOG.md)
- [Commits](https://github.com/chimurai/http-proxy-middleware/compare/v2.0.7...v2.0.9)
---
updated-dependencies:
- dependency-name: http-proxy-middleware
dependency-version: 2.0.9
dependency-type: indirect
...
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
* docs: Improve contributing guidelines (#2440)
The CONTRIBUTING.md file has been updated to clarify that
we use the dev branch for development. In addition to
that, I have slightly shortened and restructured the text.
FIXES: WEB-165
---------
Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: Craig-Rosario <craig.rosario04@gmail.com>
Co-authored-by: Jose Alberto Hernandez <alberto@art3ch.solutions>
Co-authored-by: Jose Alberto Hernandez <alberto@black-box.local>
Co-authored-by: adam.magyari <magyari.adam96@gmail.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Makes sure GLIM and GSIM application menu item doesn't appear without
members. (This has already been in place for JLG.) Make sure GSIM can't
be created without members.
Fixes: WEB-62
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
Migrate from the deprecated TSLint to Angluar ESLint. Also fix current
linting issues in the code, in particular:
- Use strict equals operators (=== and !==)
- Remove empty lifecycle methods (mostly ngOnInit)
- Output bindings including aliases should not be named as standard dom
events (submit)
- Async pipe results should not be negated
niteshandClaude Sonnet 5
keshav