Commit Graph
23 Commits
Author SHA1 Message Date
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
nitesh 1efb520009 feat(tasks): backend-driven pagination, search and date filters for Client Approval
Client Approval previously fetched up to 1000 pending clients via a route
resolver and did name-search/sorting client-side (the search box was
actually dead — it set a MatTableDataSource filter that the grouped-table
view never read). Reworked to mirror PendingClientEditsComponent: real
mat-paginator against /clients (offset/limit), server-side displayName
search, orderBy=submittedOnDate for latest-first, and All/Today/Yesterday
presets backed by the new fromDate/toDate params. Dropped the now-unused
GetGroupedClientsData resolver.

Also: Account Number column -> Client ID (element.id), disabled the
Approve button with a "N selected" indicator when nothing's checked, and
a redesigned action bar / empty-state (context-aware message for
zero-results-from-search vs. zero-results-from-date-filter vs. truly
nothing pending) — plus the plain-div search box and matched heights
across chips/search/button, replacing an earlier mat-form-field version
that Material's own outlined-field box model kept misaligning against the
pill buttons.
2026-07-30 10:31:55 +05:30
niteshandClaude Sonnet 5 468eaa96ab feat(clients): maker-checker for client edits (frontend)
- New "Pending Client Edits" screen under Checker Inbox & Tasks: server-driven pagination,
  date range + Today/Yesterday/All presets, status filter (Pending/Approved/Rejected), search —
  mirrors ChequebookRequestsComponent's architecture.
- Compare dialog diffs the maker's proposed values against a point-in-time "before" snapshot
  (client-edit-diff.util.ts) captured when the edit page was opened, so only genuinely changed
  fields show — works correctly for Pending, Approved, and Rejected edits alike, since it no
  longer depends on comparing against the live (possibly already-updated) client record.
- edit-client.component.ts: General tab save now submits for approval instead of applying
  immediately, shows a pending-approval banner, and blocks a second submission while one's
  outstanding.
- error-handler.interceptor.ts: added the new /clients/{id}/edit/pending check to the existing
  "expected 403/404, don't alert" allowlist (same pattern already used for client images/KYC).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-29 10:27:45 +05:30
keshav 0c99dc3686 share certificate and share product maker checker 2026-07-27 13:57:49 +05:30
nitesh d0536dbb11 Merge remote-tracking branch 'nexora/uate' into merge-uate-into-dev
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# Conflicts:
#	src/app/core/shell/shell.component.html
#	src/app/tasks/tasks-routing.module.ts
#	src/environments/.env.ts
2026-07-23 17:15:52 +05:30
Jaanu423 7abfa394df feat(chequebook): add cheque book module with Maker-Checker workflow
Adds cheque series creation, stock receive, cheque leaf request/lookup,
and stop-payment/lost-reporting flows with Maker-Checker approval and
a checker-inbox tab for pending chequebook requests.
2026-07-15 11:02:46 +05:30
keshav898966 1692925d0d existing account saving and current add or remove nominee and digital & account features and also FE & RD nominee add or remove 2026-07-10 18:45:28 +05:30
keshav898966 1ea4cfe8d8 implemented a Maker-Checker workflow for Products, with approval-based updates and product locking to prevent concurrent edits 2026-07-03 15:08:47 +05:30
keshav898966 d00eac0aa1 pending account terminate feature develop 2026-07-01 17:19:38 +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 df96be9a0e feat: add Pending Account and Reject Account tabs to Approval Center
- Added Pending Account tab showing savings/FD/RD/current accounts with status=pending (100)
- Added Reject Account tab showing accounts with status=rejected (500)
- Each tab displays: account no, client name, product, type badge, office, field officer, submitted/rejected date, status
- Bulk approve with correct endpoint per deposit type (savings/FD/RD/current)
- Resolvers use forkJoin to fetch savings + current accounts in parallel
- Office name resolved via /offices map; field officer name taken directly from API response

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-22 14:02:40 +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
shubhamsharma9199 973fc02d21 Fixed the typo: recheduleLoansData → rescheduleLoansData (added missing 's') 2025-11-06 02:39:09 +05:30
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
Peter BagrijandArnold Gálovics 363806286a Optimize search for loan and client 2023-12-07 10:16:08 +01:00
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
62b672d6d9 Upgrade to node 19 (#1696)
Co-authored-by: Jose Alberto Hernandez <alberto@MacBook-Pro.local>
2023-03-07 22:15:56 -06:00
Jose Alberto Hernandez 5786e6c3d2 Loan account locked management 2022-11-08 15:25:58 -06:00
Muskan KhediaandGitHub a783f92ce1 feat: add view checker details page (#1220)
Fixes: #1219
2020-08-23 17:10:24 +05:30
Muskan KhediaandGitHub 432d16d41f feat: add checker inbox and tasks (#1218)
- add checker inbox
- add client approval
- add loan disbursal
- add loan approval
- add reschedule loan

Fixes: #252, #1217
2020-08-23 15:38:48 +05:30