Commit Graph
134 Commits
Author SHA1 Message Date
keshav 5ab4e9eaf0 Merge remote-tracking branch 'origin/dev-latest' into dev-latest 2026-10-05 12:41:38 +05:30
nitesh 174a2e7b6b fix(accounting,deposits): allow future dates in premature close and GL search, fix FD/RD accounting mappings 2026-10-04 16:02:15 +05:30
niteshandClaude Sonnet 5 59e1eeacc3 fix(accounting): show latest journal entries first by default
The table fell back to the backend's own default order (entry_date, id
ascending) until a maker clicked a column header, so the oldest entries
sat at the top on every fresh load. Defaults the table's sort to id
descending instead.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-28 13:02:38 +05:30
keshav f9b73a4930 feat(aml,risk-review,accounting): update financial activity mapping options, AML flagged transactions filters, and risk review report 2026-09-18 10:32:47 +05:30
nitesh ee5a430b17 Merge branch 'dev' of https://git.lincpay.tech/CBSNexora/cbsnexora into dev
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# Conflicts:
#	src/environments/.env.ts
2026-09-14 12:04:24 +05:30
keshav 2124bb4b76 feat: KYC document update, FIU & AML recurring alerts integration, Sponsor DD revoke workflow, and TDS reports 2026-09-14 11:43:26 +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 Opus 5 d9db217b91 Merge branch 'maker-checker' into dev
Brings in the UI side of maker-checker for users and roles: a Pending User
Edits tab with a compare dialog, user/role create-edit-view wired to the
pending-request flow, plus keyboard shortcuts and inline-create dialogs.

Both conflicts resolved in dev's favour:

.env.ts — auto-generated build stamp; dev's (260901) is the newer one.

share-product-general-tab.component.html — dev had deliberately removed the
per-product Dividends button, leaving a comment explaining that dividends are
declared society-wide from Share Products -> Dividends because the board
resolves one rate for the year rather than one per product. The branch simply
predates that change, so taking its side would have resurrected a button that
was removed on purpose.

checker-inbox-and-tasks.component.html and tasks-routing.module.ts auto-merged
cleanly, with both the new Pending User Edits tab and the existing Closure
Requests tab intact.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-01 18:13:34 +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 6624009d8c feat(accounting): redesign Migrate Opening Balances for clarity, point env at abc_bank tenant
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- Replaces the flat, hard-to-scan opening-balances form with a stepped layout: branch pick, a
  clearly-explained contra account, a pinned Debit/Credit balance status (green "Balanced" vs red
  "Out of balance by X"), and account rows grouped by type with a mobile-responsive grid. No
  behavior change - same form controls, same validation, same submit flow.
- env.js: default/available tenant switched from default,socity_bank to abc_bank.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-31 15:09:21 +05:30
anshul fa2522e678 Implement keyboard shortcuts and workflow changes 2026-08-25 18:51:03 +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 f379b2415c Merge branch 'dev' of https://git.lincpay.tech/CBSNexora/cbsnexora into dev
build-run / Run Lint, Build and Deploy (push) Canceled after 0s
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Tests / testRigor (push) Canceled after 0s
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# Conflicts:
#	src/environments/.env.ts
2026-08-11 12:45:52 +05:30
niteshandClaude Sonnet 5 c34f6a0131 feat(shares): real-profit driven dividend UI, Dividend Dashboard, and member claim workflow
Frontend counterpart to the backend dividend rework:
- Create Dividend screen auto-computes the amount from real bank profit x officer
  percentage, blocks overlapping declaration periods, and adds a Total Dividend Paid
  summary card.
- View Dividend page modernized and reusable as an embedded popup from the new
  cross-product "Dividend Requests" approval-center tab.
- New consolidated Dividend Dashboard: summary stats, every declaration and its
  status, locked-dividend-vs-overdue-EMI matching with a proactive apply-to-loan
  action, full 3-year lock history, and a maker-checker claim panel letting a clerk
  split a member's unclaimed dividend across an overdue loan, savings credit, or
  cash for a manager to approve.
- Menu/routing consolidated under Share > Dividend Management; removed the
  now-unreachable Failed Dividend Payouts page and its home-dashboard alert once the
  backend stopped needing a retry path for stuck payouts.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-11 12:43:18 +05:30
keshav 7b895a0e2b feat: add KYC document renewal alerts, Aadhaar/PAN exceptions, and AML recurring alerts UI; remove old journal AML marking
build-run / Run Lint, Build and Deploy (push) Canceled after 0s
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2026-08-11 11:11:18 +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
keshav 26091c68b0 fix(accounting): prioritize specific Fineract error messages when AML marking fails 2026-08-03 10:51:07 +05:30
keshav e8d91c8f60 feat(accounting): add AML manual referral and marking to general ledger entries 2026-08-03 10:31:32 +05:30
Jaanu423andClaude Sonnet 4.6 43bab670a0 feat: show account number in GL journal entry list and transaction detail views
- Add savingsAccountNo column to search-journal-entry table (SB/FD/RD/CA)
- Add account no column to view-journal-entry-transaction detail table
- Fix duplicate .gl-mat-table selector; merge column-width rules inside block

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 18:22:24 +05:30
Nitesh Yadav 37ac15f42c fixed current, rd, fd account preview page styling 2026-05-19 14:21:52 +05:30
Nitesh Yadav 7c910da0b4 update accounting journal entry UI and API response 2026-05-19 10:45:37 +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 b890d24bb7 feat: non-individual entity UI improvements — hide individual-only sections, fix legal form display, send extended fields to API
- Hide Family Members tab/section for non-individual entities in client view, create flow, and preview
- Hide Financial & Classification section for non-individual entities in personal data and preview
- Fix legal form column in clients list — fetch legalForm from client API for correct display
- Add person/business icon before client name in list rows
- Remove unsupportedNpd filter — send authorizedSignatory, additionalInfo, dateOfRegistration to API
- Add registration number format hint (mat-hint) based on constitution type
- Add spacing between verification row and constitution type dropdowns
- Reduce table cell padding and prevent action buttons from being clipped
- Add missing MPL-2.0 license headers

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-04 15:10:51 +05:30
AnvayandGitHub 0e9e56abf7 properly aligned the general entries form (#3082) 2026-02-03 12:16:19 -06:00
Shubham KumarandGitHub fbee49b464 WEB-639: Refactor redundant boolean comparisons (#3063)
improve

improve

improve

improve
2026-01-31 07:07:59 -06:00
AnvayandGitHub 70d13614c5 fixed the alignment of the account button (#3037) 2026-01-22 10:32:09 -06:00
Shubham KumarandGitHub a07a89a5d7 chore: add MPL license headers to all source files (#2977) 2026-01-10 10:44:23 -06:00
Shubham KumarandGitHub 2649efc80c WEB-308: fix hardcoded documentation links (#2944)
fix: Add security attributes to all external documentation links

Fix:added the missing mapping in env.template.js

Removed DocumentationLinkPipe from PipesModule
2025-12-30 20:25:51 -06:00
Shubham KumarandGitHub 7e55843cd9 fix(i18n): add missing translations and apply translate pipes across web-app (#2934)
fix: address code review issues

fix: translate accessibility attributes and fix translation errors
2025-12-26 14:26:08 -06:00
Shubham KumarandGitHub 6e75238cb4 fix: add global overflow helpers for mat-card and responsive rows (#2928)
apply overflow hiding to all direct children of .layout-row.responsive-column so buttons and other non-div children are covered
2025-12-23 08:18:34 -06:00
Soni Jay c137a3f084 WEB-386 Dropdown/Menu Overflows or Misaligned on Hover in Accounting Section 2025-12-19 00:54:03 +05:30
Soni JayandGitHub ac07ac7f02 WEB-367 Creating duplicate Accounting Rules causes Javascript errors that the user shouldn't see 1:1 (#2898) 2025-12-14 08:48:44 -06:00
Soni JayandGitHub 47f9604876 WEB-495 onAmountInput is not a function Error When Creating Journal Entries (#2892) 2025-12-12 16:35:26 -06:00
Omar-Nabil2 d019e47baa fix labels.inputs.Updated On to labels.inputs.Updated on 2025-12-08 23:48:16 +02:00
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 Jay d3be34ba5c WEB-448 Credit Amount Field Allows Invalid Values (Zero and Negative) in Journal Entry Creation 2025-12-01 12:38:33 +05:30
JaySoni1 da1160bff6 WEB-404 Required Field Validation Error Message Missing for Account Type Field in Create GL Account Form 2025-11-06 03:04:26 +05:30
JaySoni1 fcc31f56ef WEB-371 Cancelling the editing of an Accounting Rule leads to a 404 2025-11-04 15:49:22 +05:30
JaySoni1 69ef247807 WEB-369 It must not be possible to save an Account despite unpopulated required fields 2025-10-29 03:02:47 +05:30
shubhamsharma9199 7d122cadf3 fix(ui): add background boxes for better layout
fix(ui): add background boxes for better layout--
2025-09-28 16:28:26 +05:30
shubhamsharma9199 d7ce39fbfe fix: correct alignment and styling of AccountingRules 2 section 2025-09-22 19:19:03 +05:30
shubhamsharma9199 4b94a1b8c5 Fix HTML structure and SCSS for View GL Account component 2025-09-22 08:58:04 +05:30
Jose Alberto Hernandez 2f575aa7eb Extend Manual Journal entry to support Asset Externalization 2025-06-26 21:44:06 -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
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
Syed MahmoodandGitHub 89414d097a fix: WEB-55 Fix back button functionality in View GL Account (#2324) 2025-03-16 22:02:17 -06:00
Felix van HoveandGitHub ca2123edb4 fix: Javascript "is undefined" error (#2266)
Make Chart of Accounts Javascript run without error when no accounts exist

Fixes: WEB-10
2025-02-20 21:55:51 -06:00