Commit Graph
76 Commits
Author SHA1 Message Date
anshul 7b9a6394c8 Implement organization maker-checker workflows 2026-09-24 17:22:50 +05:30
anshul 08a427467a A 2026-09-23 15:51:10 +05:30
nitesh b03efef84e fix(letter-mgmt): make share certificate bank identity dynamic and fix broken printing
- Certificate PDFs, the preview dialog, and both share-certificate list views
  (demo + live) now pull bank name/address/reg no/seal text from the
  Institution Profile instead of a hardcoded "Nexora" identity.
- Certificate preview dialog print CSS was clipped to the dialog's on-screen
  scroll viewport (maxHeight config); switched to position:fixed + unclipped
  overlay ancestors so the full certificate prints, not just a border sliver.
- Global print stylesheet now also hides the app shell's real 2-row nav menu
  (.main-header/.kpi-ticker, not routed through <mifosx-toolbar>) and frees
  the CDK sidenav/tab-body scroll clipping, so printing any page no longer
  captures the nav chrome or gets cut off to one screen's height.
2026-09-14 16:58:18 +05:30
niteshandClaude Sonnet 5 7b77166b19 fix: tenant-config fixes, cashier/share/savings UI bugs, and menu-access hardcoding
- 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>
2026-09-13 15:19:21 +05:30
niteshandClaude Sonnet 5 811c535d99 fix(shares): persist product-default charges on submit; show real charge state; office-delete UX
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Two share-account charge bugs found while chasing why a share account's
entry-fee charge wasn't showing up in the "Apply Share Advance
Collection" flow:

- create-shares-account.component.ts / edit-shares-account.component.ts:
  the submit payload built charges as { chargeId: charge.id, amount }.
  A charge seeded from the product's own default template arrives as
  ShareAccountChargeData, where the real charge id lives in `chargeId`
  and `id` is null (no saved ShareAccountCharge row yet); only a charge
  picked from this step's own "Charge" dropdown (plain ChargeData) has
  it in `id`. So `charge.id` alone silently produced chargeId: undefined
  for the common case (accepting the product's own default charges),
  Angular's JSON.stringify dropped the undefined field, and the backend
  received a charge with no id to attach -- the account got created with
  zero persisted charges no matter what the product had configured.
  Verified via the actual submitted command JSON in the DB
  (charges:[{"amount":200}], chargeId missing entirely). Fixed by
  falling back to charge.chargeId || charge.id in both places.

- shares-account-charges-step.component.ts: on the "edit an existing
  account" flow, the account's real saved charges (possibly a correctly
  empty array) get patched into chargesDataSource once the shared
  currencyCode control settles, but that patch never cleared the
  `pristine` guard. ngOnChanges fires again on the same input-update
  cycle (the sibling Terms step, declared earlier in the wizard, patches
  currencyCode from its own ngOnChanges, which synchronously triggers
  this component's currencyCode subscription, and Angular then runs
  this component's own ngOnChanges right after) -- with `pristine` still
  true, that re-seeded chargesDataSource from the product's *current*
  default template, silently overwriting the real (possibly empty)
  saved state. Set pristine = false once the real charges are patched
  in, so a later ngOnChanges can't clobber it.

Also: offices.component.ts now distinguishes an office delete that
actually completed from one that was queued for checker approval
(response.rollbackTransaction, the same signal every other
maker-checker-eligible screen in this app already keys off), instead of
always claiming "Office Removed" regardless of which happened.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-08 15:18:54 +05:30
nitesh 9739ff0758 feat(tasks,shares): fix Share Account Edit Details routing/auto-select, popup compare dialog, redesign Approval Center filters
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- Register the missing edit-details route so the Share Account "Edit Details"
  maker-checker screen (already built) is actually reachable, and remove the
  stale hardcoded disable on its menu entry.
- Fix Terms step race: Default Savings Account, Total Shares and Application
  Date now display correctly in edit mode instead of racing an async
  product-template fetch or reusing pending-application-only fields.
- Show a client's linked share account number on the Savings Account General
  tab.
- Replace the inline diff panel on Pending Share Account Edits with a popup
  compare dialog (mirrors the savings equivalent), showing only fields that
  actually changed.
- Redesign Pending Share/Savings Account Edits, Share Withdrawal Requests,
  Dividend Requests and Share Addition Requests with a consistent header,
  search box and (where the data supports it) date-range filters, matching
  the existing Withdrawal Requests screen.
2026-09-01 07:43:07 +05:30
niteshandClaude Sonnet 5 7a2cb25538 feat(savings,shares): bidirectional savings/share account linking, new Migrate Cash Denomination screen
- 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>
2026-08-31 22:18:33 +05:30
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
niteshandClaude Sonnet 5 44b23ef110 fix(shares): mandatory GL+voucher entry for advance collection, split entry-fee verification from settlement
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- Apply Collection dialog: replace product-config auto-resolved GL account with a required GL +
  voucher search (mirrored for Share and Entry Fee receipts). The entry-fee receipt is tracked
  separately from the share receipts and sent as its own field so its amount is never swept into the
  Sundry-side total or double-posted — it only verifies the fee was paid, since that money already
  sits wherever the cashier deposited it.
- Shows the account's required total (share value + entry fee) and live coverage up front, instead of
  only after a failed apply.
- Apply Additional Shares: same mandatory GL + voucher pattern for its by-voucher lookup, plus a GL
  account picker fed by the new /shareadvancecollection/glaccounts endpoint.
- shares-account-charges-step: fixed a race where the currency-control subscription (meant only for
  the edit-an-existing-application flow) wiped out product charges that ngOnChanges had just seeded
  from the same product-selection event, leaving new accounts with no charges.
- shares-account-view: hide "Share Certificate" until collection_applied is true, so a certificate
  can't be printed for shares nobody has actually paid for yet.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-30 20:05:11 +05:30
Sonali Likhitkar 0d145c72a6 printing modification are done
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2026-08-27 17:38:06 +05:30
keshav 83e58376cb feat: implement share account actions, view components, and pending checker tasks 2026-08-27 10:23:25 +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 01e86173c1 feat(shares): close share account directly on withdrawal approval; drop separate closure-request flow
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Replaces the auto-submit-closure-request behavior with an immediate
account close, in the same approval action, when a withdrawal brings
shares to zero — matching the backend's new single-step close-on-
approval flow. Removes the now-unneeded Share Closure Request feature
entirely: dedicated create/list components (Clerk Dashboard + Approval
Center), routes, nav links, and the "eligible for closure" banner on
the Share Account view.

Also adds a clear "this will close the account" notice wherever a
withdrawal would zero out the account's shares — the standalone Share
Withdrawal Request page (submit + review) and Transaction Entry's
Share Redemption Transfer confirm dialog — styled as an amber warning
callout rather than a plain info line. Trims that confirm dialog to
just the required details (dropped the redundant ECS A/C No. line and
the validation-checklist block) and compacts its overall size.
2026-08-06 19:27:51 +05:30
nitesh 4281a596af fix: restore remaining content dropped by the dev merge (comprehensive audit)
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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
nitesh b609f19e9f Merge branch 'dev' of https://git.lincpay.tech/CBSNexora/cbsnexora into dev
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2026-08-06 11:45:46 +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
Anshul Rathore 1a33f9d6ce Merge remote-tracking branch 'origin/dev' into dev
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2026-08-06 10:45:10 +05:30
Anshul Rathore 983c613b8e feat: update changes 2026-08-06 10:41:28 +05:30
niteshandClaude Sonnet 5 cc5cd4c6ab feat(shares): add Share Withdrawal maker-checker workflow with GL settlement
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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
Anshul Rathore a560cd6533 feat: add Welcome Kit dispatch dialog and Share Holders view
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2026-07-31 14:06:27 +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
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
Soni JayandGitHub 5e7fb6743d WEB-19 Clicking on account list part in bread crumbs can cause error (#2658) 2025-09-16 15:33:49 -06:00
Jose Alberto Hernandez 73dd25ebdf WEB-262: Move the form steppers to vertical orientation 2025-07-20 16:21:21 -05:00
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
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
gkbishnoi07andAdam Saghy 1d6b6fd743 merge angular-17 into dev to upgrade from Angular v16 to v17 2025-06-05 15:51:43 +02:00
Adam Saghy 19a14e5b5b Upgrade to Angular 16
Merge `angular-update-16` into `dev` branch
2025-05-23 18:47:20 +02:00
Felix van HoveGitHubCraig-RosarioJose Alberto HernandezJose Alberto Hernandezadam.magyaridependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
c8d857f3cb Merging all changes in main branch of the last weeks into dev branch (#2444)
* 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>
2025-05-05 10:36:01 -06:00
Craig.cpuandGitHub 1f1e028a4b fixed_previous_button_issue (#2345) 2025-03-23 10:02:00 -06:00
Craig.cpuandGitHub 6670ad9be8 Fixed Prettier formatting issues (#2344) 2025-03-23 10:01:23 -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
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
Ralph HopmanandAdam Saghy 9034ce2847 build: Replace Codelyzer and TSLint with Angular ESLint
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
2024-11-08 09:37:08 +01:00
Omar-NabilandJose Alberto Hernandez d9bf7a4676 finish translation of matTooltip in our project 2024-07-25 15:51:45 -06:00
Omar-NabilandJose Alberto Hernandez 9a0124d358 create new translate pipe and remove TranslateCatalogPipe 2024-06-03 15:17:41 -06:00
Jose Alberto HernandezandJose Alberto Hernandez a41df49a3e Share Product and Share Account views updated 2024-05-19 00:22:51 -06:00
Vikash Prem SharmaandJose Alberto Hernandez a563f17a0f Fix: Updated input label on share-account-creation 2024-03-22 21:43:15 -06:00
PushpendraandGitHub 88ef2996b5 fix: now able to add charge in shares account (#1944) 2023-12-24 12:37:26 +05:30
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
c7fe21e74a Fixed Deposit account view update (#1881)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-10-19 00:07:22 -06:00
RADHA THAKAREandGitHub c483e015f4 feat:Shares Translate Module (#1815) 2023-09-15 14:18:01 -06:00
80936a3ea9 Upgrade/angular 14 (#1853)
* Fix Loan product Payment Allocation

* Upgrade to Angular 14

---------

Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-08-29 19:51:32 -06:00
f459b1ae4e External Identifier as component with copy to clipboard (#1774)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-06-28 23:19:41 -06:00
b2aa39cb67 Support for Charge-off and Undo charge-off to Loan account (#1748)
Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
2023-05-09 22:09:45 -06:00
a56347d400 Fix in products view routes (#1643)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-01-13 12:09:06 -06:00