Commit Graph
9 Commits
Author SHA1 Message Date
Jaanu423andClaude Sonnet 5 0cc79ccd57 feat(clerk): add clerk-facing Cheque Book screen and shell nav wiring
Adds a customer-account-scoped Cheque Book view under Clerk > Account
Facilities (list + leaf detail, with stop-payment/report-lost/mark-used/
return actions), reachable via a new hover dropdown on the Account
Facilities nav item. Also refreshes the Account Facilities page layout,
and carries over a few chequebook service/detail-dialog fixes from the
back-office module (used-leaf display, leaf-lookup dialog polish).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-15 16:08:43 +05:30
Jaanu423andClaude Sonnet 4.6 10b301c30c feat(election,family): family member KYC display, collapsible cards, linked/manual badges, create-as-client flow
- nomination-apply: show full KYC for linked family members via nested forkJoin, accordion expand/collapse cards, owner chips on KYC headers, 'Create as Client' button for manual entries
- family-members-tab: show Linked Client / Manual Entry badges, entry type in detail grid, 'Create as Client' button navigating with prefill state
- create-client + client-general-step: accept prefillData @Input from navigation state, patch form fields from family member data
- Add MPL-2.0 headers to all election module files

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-19 17:30:29 +05:30
Jaanu423andClaude Sonnet 4.6 cbb2bd7c58 feat(bank-transfer): convert bank transfer to maker-checker approval flow
- submitBankTransfer() now calls submit() with requestType='BANK_TRANSFER'
  instead of the immediate-execution /banktransfer endpoint
- Confirm dialog updated: 'Submit for Approval' instead of 'Execute Transfer'
- disbursement-review: isBankTransferMode getter, separate DR/CR entry tables,
  'Approve Bank Transfer' button label, correct isCollectionMode guard
- Disbursement Requests checker inbox: Type badge (Bank Transfer/Collection/
  Disbursement) column, GL column shows 'Intra-bank transfer' for BT requests
- Checker inbox tab renamed to 'Disbursement & Transfers'

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-17 14:46:26 +05:30
Jaanu423andClaude Sonnet 4.6 e661161eac feat(clerk): enhance disbursement review and my-requests UI components
- Update disbursement review and my-disbursement-requests components
  with improved layout and additional UI enhancements

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-17 11:07:01 +05:30
Jaanu423andClaude Sonnet 4.6 6cccb58c04 feat(clerk): add collection flow — multi-DR savings to CR GL with maker-checker
- Transaction entry: detect collection mode (N DR savings → 1 CR GL) and disbursement mode (1 DR GL → N CR savings); build dbCr-tagged payload for backend
- Disbursement review: show 'GL Credit (Target)' / 'Debit Entries' labels for collection; fix double-count by summing only DR entries for collection totals; dynamic approve button text
- My disbursement requests: add DR/CR badge column in expanded credit-entries preview
- My requests / withdrawal-requests: minor consistency updates

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-16 15:28:27 +05:30
Jaanu423andClaude Sonnet 4.6 efb01d5441 feat(clerk): add GL disbursement maker-checker flow
- Add ClerkDisbursementService for submit/approve/reject HTTP calls
- Add DisbursementRequestsComponent (manager inbox tab under checker tasks)
- Add DisbursementReviewComponent (manager approve/reject detail page)
- Add MyDisbursementRequestsComponent (clerk's own disbursement history)
- Add 'My Disbursements' nav tab to clerk shell navigation header
- Wire routes in cashier-routing and tasks-routing modules
- Add 'My Disbursements' button to transaction-entry clerk footer
- Include accountName in creditEntries payload for manager review display

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-16 10:43:29 +05:30
Jaanu423andClaude Sonnet 4.6 e5d6cd32dc feat(cashier+checker): add cashier deposit maker-checker flow and voucher system
- Add cashier deposit service and submit flow via maker-checker
- New CashierDepositService: submit, approve, reject, list endpoints
- Transaction-entry: cashier SD deposit goes to deposit-requests instead of direct credit
- Checker inbox: new Deposit Requests tab with approve/reject review dialog
- Cashier nav: My Deposit Requests tracking page
- Withdrawal requests: show voucher_no from backend instead of JS-padded id
- clerk-withdrawal.service: disburse denominationData accepts null for non-cash
- Role-based checker enforcement: only manager/head-cashier can approve/reject
- Maker cannot approve own request (self-approval blocked at backend)
- Denomination total validation: breakdown must match transaction amount

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-12 10:52:35 +05:30
Jaanu423andClaude Sonnet 4.6 61cb09f352 feat(cashier): complete maker-checker withdrawal disbursement flow
- Clerk manually enters token no with today-date unique validation (backend enforced)
- Cashier token lookup: auto-fill amount/account, lock amount field, status-specific errors
- Confirm dialog shows CASH DISBURSEMENT (blue) with no balance re-deduction warning
- Disbursement denomination saved to m_savings_txn_denomination for vault position update
- Block direct cashier withdrawal without approved maker-checker token
- DISBURSED status shown in My Requests and Checker inbox views with cashier/time info
- Remove getNextToken() service method and m_daily_token_counter table (0326 migration)
- Race condition protection: UPDATE WHERE status=APPROVED prevents double disbursement

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-11 15:57:33 +05:30
Jaanu423andClaude Sonnet 4.6 40a436dabe feat(clerk): add dedicated nav pages, state restore, and fullscreen ESC fix
- Add ClerkUiStateService with full account state save/restore (no double network call on back navigation)
- Add Photo & Signature, Standing Instructions, Today's Activity as dedicated nav pages
- Remove photo/signature, standing instructions, linked accounts, today's activity panels from main dashboard
- Add ESC key to exit fullscreen; clicking Clerk nav immediately restores fullscreen without re-navigating
- Compact clerk dashboard UI with reduced font sizes and padding throughout
- Add CashierOnlyGuard for route protection

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-09 12:49:06 +05:30