Commit Graph
22 Commits
Author SHA1 Message Date
Jaanu423andClaude Sonnet 4.6 f291e4da5b feat(cashier): denomination overdraft validation, exchange detail fix, cash exchange in reports
- Savings/Current/FD/RD withdrawal forms: card-style overdraft warning when
  requested denomination count exceeds cashier stock; submit blocked on overdraft
- Cash History detail view: show both RECEIVED and GIVEN denomination breakdowns
  for Cash Exchange (previously only RECEIVED side was displayed)
- Closing Cash Report: add Cash Exchanges section (denomination-wise received/given/net)
- Excess Transaction Report: include cash exchanges >= threshold with Type badge
  (Exchange/Txn) and ID Proof column for RBI/AML compliance
- cashier-shared.scss: etr-badge and closing-exchange-head styles
- Cash Exchange entry: overdraft warning redesigned to cx-overdraft-card BEM layout

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-01 10:10:17 +05:30
Jaanu423andClaude Sonnet 4.6 7ccaffa7f1 feat: cashier denomination-wise opening & closing balance panels in all deposit/withdrawal forms
OVERVIEW
--------
Added real-time cashier cash position display inside the denomination breakdown
panel of all 4 transaction entry screens: Savings, Current Account, Recurring
Deposit, and Fixed Deposit. Shows opening balance at the top and projected
closing balance at the bottom after factoring in the current transaction.

BACKEND INTEGRATION
-------------------
- New CashierService (src/app/cashier/cashier.service.ts)
  getCashierPositionForMe(asOfDate?) calls GET /cashreports/cashier-position/me
  Returns denomination-wise opening cash position for the logged-in cashier user.
  Non-cashier users receive empty denominations array; UI hides panels silently.

OPENING BALANCE CARD (top of denomination panel)
-------------------------------------------------
- Loaded on ngOnInit() via loadOpeningPosition() in all 4 component .ts files
- Notes and Coins displayed in separate labeled pill sections
- Each pill shows: Rs{value} x{count} format
- Card is hidden entirely if the logged-in user is not a cashier

CLOSING BALANCE CARD (below tally / Apply button)
--------------------------------------------------
- Computed getter closingDenoms() merges opening position with entered denominations
  deposit:    closingCount = openCount + enteredCount
  withdrawal: closingCount = openCount - enteredCount
- Notes and Coins in separate labeled pill sections (identical format to opening)
- Entered/changed denominations (delta != 0): full opacity + bold font weight
- Untouched denominations (delta = 0): 38% opacity, clearly dimmed, no borders
- closingTotal = openingTotal +/- denominationTotal shown in card header
- Card turns green for positive closing balance, red for negative

COMPONENTS UPDATED
------------------
- savings-account-transactions       (.ts / .html / .scss)
- current-account-transactions       (.ts / .html / .scss)
- deposit-recurring-deposits-account (.ts / .html / .scss)
- fixed-deposits-cash-transaction    (.ts / .html / .scss)

CASHIER MODULE (new - src/app/cashier/)
-----------------------------------------
Full cashier workspace module added to the app:
- cashier.service.ts          API calls (position, transfers, settlement, etc.)
- cashier.module.ts           Angular module declaration
- cashier-routing.module.ts   Lazy-loaded routes
- cashier-position/           Cashier cash position dashboard
- cash-exchange-entry/        Cash exchange denomination entry
- cash-history/               Transaction history per cashier
- cash-settlement/            End-of-day cash settlement
- cash-transfer/              Vault-to-cashier cash transfer
- inter-cashier-transfer/     Transfer between cashier drawers
- reconciliation/             Cash reconciliation with GL
- closing-cash-report/        Closing balance report
- currency-exchange-detail/   Currency exchange breakdown
- excess-transaction-report/  Excess/short transaction report
Module wired into app.module.ts and shell nav (shell.component.html).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-28 17:39:31 +05:30
Jaanu423andClaude Opus 4.7 555d9fb4b7 feat: send denominationId in deposit payload + block submit on denomination mismatch
- All 4 deposit forms (Current/Savings/FD/RD) now send denominationId +
  denominationValue in denominationBreakdown so the backend can persist rows.
- Submit is disabled when a denomination breakdown is entered but its total
  does not match the transaction amount.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 18:37:19 +05:30
Jaanu423andClaude Opus 4.7 89e17f561f feat: dynamic denomination breakdown in deposit forms + savings menu scroller
Deposit forms (Current/Savings/FD/RD) now load cash denominations from
the Denomination Master instead of a hardcoded list:
- active + discontinued denominations fetched via /denominationmaster
- discontinued rows hidden by default behind a "Show discontinued" toggle,
  rendered faded and disabled (cannot be counted) when revealed
- rows sorted by value descending; redesigned as a Denom/Qty/Amount table
  with circular coin chips and per-row amount (faded at zero)
Also: savings account-actions menu now scrolls (max-height + grouped
sections mirror the current-account menu) and renders all action items.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 13:19:23 +05:30
AdityaandClaude Opus 4.7 b149fef72e feat: KYC re-verify UX, family/nominee tab gating, savings dialogs, cfcfrms shell
- KYC tab: fix Verify (PAN) and Send OTP (Aadhaar) being disabled in edit mode;
  unmask Aadhaar input and show on-file masked value as hint; resolve kycId
  from id/kycId/resourceId fallbacks.
- Client stepper/view: add familyAllowed / nomineeAllowed predicates +
  CanActivate route guards. Family tab hidden for non-individuals, Nominee
  tab hidden for non-proprietor entities. Family-members step accepts a
  nomineeOnly input for proprietorship clients. Add/Edit/Delete buttons
  inside family-members and nominee tabs gated by canAdd.
- cfcfrms: add cfcfrms-shell wrapper, restyle complaint/fraud/mule/escalate
  pages and dashboard.
- Savings: identity-verify and transaction-confirm dialogs, manage / activate
  / add-charge flows, account preview styling.
- Tasks, core shell, account-nominees, icons: minor style and behaviour
  updates.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 18:49:43 +05:30
Soni JayandGitHub 0a992913ad WEB-770 Validation Message Not Displayed for Payment Type in Deposit and Withdrawal Forms (#3203) 2026-02-22 15:12:54 -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 53a238a1cb WEB-377:fix improve deposit form heading styling and appearance (#2952) 2025-12-31 11:06:54 -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
Adam Saghy 19a14e5b5b Upgrade to Angular 16
Merge `angular-update-16` into `dev` branch
2025-05-23 18:47:20 +02:00
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
Jose Alberto HernandezandJose Alberto Hernandez 9b51ec4694 New input control for Transaction Amounts 2024-06-09 22:38:28 -06:00
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
6ef53c6462 Enhancement in loan and savings account views (#1690)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-02-22 23:15:51 -06:00
480809c4cc Enhancement loan transactions tab for sort and pagination (#1658)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-01-27 21:32:47 -06:00
5275657752 Savings account actions missed (#1611)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2022-12-30 18:41:17 -06:00
475059a974 Set autosize and min two rows in textarea controls (#1604)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2022-12-23 01:01:53 -06:00
eae1b350b7 Fix issues in account actions (#1599)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2022-12-18 13:06:03 -06:00
RamveerandGitHub e41f12c6aa Date Picker Enhancement (#1435) 2022-06-13 16:10:08 +05:30
Karan TakalkarandGitHub d800f05ae3 feat: savings account actions (close) (#943)
Fixes: #942
2020-06-28 23:59:38 +05:30
Karan TakalkarandGitHub 35a25e018f refactor: existing savings account actions (#941)
Fixes: #940
2020-06-28 17:13:05 +05:30
Jivjyot SinghandGitHub f2a19708b7 feat: add saving-deposit and withdrawal page (#389)
- Add Savings Module.
- Add saving-account-actions component.
- Add savings-account-transactions component.
- Add savings-routing.module.ts
- Add savings-transaction-template.resolver.ts

Fixes: #249
2020-05-07 02:27:28 +05:30