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Feature/exit menu item#28

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parameshjava merged 26 commits into
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feature/exit-menu-item
Jun 15, 2026
Merged

Feature/exit menu item#28
parameshjava merged 26 commits into
mainfrom
feature/exit-menu-item

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pkorrakuti-mvrk and others added 26 commits June 14, 2026 18:56
Settled-pool exit formula, propose→cohort-approve workflow, inactive
status, exit_settlement transaction type, derived social-contribution
reserve. Approved design pending implementation plan.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- #1 conservation: settle min(share, C-L), not nominal share, so the
  fund's books balance and refund shortfalls redistribute fairly
- #2 outstanding loans: eligibility gate (C >= L) + net loan into
  settlement + close loan on approval
- #3 staleness defined as locked != recomputed (catches member adds)
- #4 floor exit share at 0; #5 verify disjoint P sources;
  #6 final exiter absorbs rounding residual

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
9 TDD tasks: pure exit-math module, migration 048 (table, exit_settlement
type, RLS, basis/ledger/reserve views, atomic cohort-approval fn),
transaction-groups, server actions, member card, admin exits page,
reserve tile, nav.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
…omment

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Add exit_settlement to TRANSACTION_TYPES in constants.ts; add exits
section key with label, description, type mapping, and Okabe-Ito
sky-blue (#56B4E9) to SECTION_BAR_COLOR in transaction-groups.ts.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
…rrative display

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Missing member_exit_basis / social_contribution_reserve / member_exits
(migration 048 not applied) no longer 500s the dashboard or admin page;
PostgREST PGRST205 is treated as 'feature not provisioned' (null/0/[]).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
…eetings

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
On full prepayment the remaining scheduled/overdue installments were flipped
to 'waived', which misrepresents installments the member actually settled in
cash, and the loan stayed 'active' with a zero balance.

Now the full-prepay branch:
- completes any partially-paid rows from the advance (principal_paid =
  principal_due, status='paid') so they stop reporting a dangling balance,
- deletes the never-paid scheduled/overdue rows (no payment junction rows, so
  the ON DELETE RESTRICT FK does not block them),
- marks the loan paid.

Partial prepayment is unchanged.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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aits-fcf-tracker Ready Ready Preview, Comment Jun 15, 2026 2:52am

@parameshjava parameshjava merged commit 0e4af8f into main Jun 15, 2026
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@parameshjava parameshjava deleted the feature/exit-menu-item branch June 15, 2026 02:53
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2 participants