feat(shares): close share account directly on withdrawal approval; drop separate closure-request flow
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Replaces the auto-submit-closure-request behavior with an immediate
account close, in the same approval action, when a withdrawal brings
shares to zero — matching the backend's new single-step close-on-
approval flow. Removes the now-unneeded Share Closure Request feature
entirely: dedicated create/list components (Clerk Dashboard + Approval
Center), routes, nav links, and the "eligible for closure" banner on
the Share Account view.

Also adds a clear "this will close the account" notice wherever a
withdrawal would zero out the account's shares — the standalone Share
Withdrawal Request page (submit + review) and Transaction Entry's
Share Redemption Transfer confirm dialog — styled as an amber warning
callout rather than a plain info line. Trims that confirm dialog to
just the required details (dropped the redundant ECS A/C No. line and
the validation-checklist block) and compacts its overall size.
This commit is contained in:
2026-08-06 19:27:51 +05:30
parent 4281a596af
commit 01e86173c1
19 changed files with 169 additions and 1271 deletions
-16
View File
@@ -78,22 +78,6 @@ const routes: Routes = [
),
data: { title: 'My Share Requests', breadcrumb: 'My Share Requests' }
},
{
path: 'share-closure-request',
loadComponent: () =>
import('../clerk/share-closure-request/share-closure-request.component').then(
(m) => m.ShareClosureRequestComponent
),
data: { title: 'New Share Closure Request', breadcrumb: 'New Share Closure Request', mode: 'create' }
},
{
path: 'share-closure-requests',
loadComponent: () =>
import('../clerk/my-share-closure-requests/my-share-closure-requests.component').then(
(m) => m.MyShareClosureRequestsComponent
),
data: { title: 'My Share Closure Requests', breadcrumb: 'My Share Closure Requests' }
},
{
path: 'account-facilities',
loadComponent: () =>
@@ -1,53 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Injectable, inject } from '@angular/core';
import { HttpClient, HttpParams } from '@angular/common/http';
import { Observable } from 'rxjs';
/** HTTP service for the Share Closure maker-checker workflow — mirrors
* ClerkShareWithdrawalService, adapted for closing an already-zero-share account. */
@Injectable({ providedIn: 'root' })
export class ClerkShareClosureService {
private http = inject(HttpClient);
submit(data: any): Observable<any> {
return this.http.post('/clerk/share-closure-requests', data);
}
getMyRequests(status?: string, offset = 0, limit = 20, fromDate?: string, toDate?: string): Observable<any> {
let params = new HttpParams().set('offset', String(offset)).set('limit', String(limit));
if (status) params = params.set('status', status);
if (fromDate) params = params.set('fromDate', fromDate);
if (toDate) params = params.set('toDate', toDate);
return this.http.get('/clerk/share-closure-requests/my', { params });
}
getPendingRequests(status = 'PENDING', offset = 0, limit = 20, fromDate?: string, toDate?: string): Observable<any> {
let params = new HttpParams().set('status', status).set('offset', String(offset)).set('limit', String(limit));
if (fromDate) params = params.set('fromDate', fromDate);
if (toDate) params = params.set('toDate', toDate);
return this.http.get('/clerk/share-closure-requests', { params });
}
getById(id: number): Observable<any> {
return this.http.get(`/clerk/share-closure-requests/${id}`);
}
validate(id: number): Observable<any> {
return this.http.post(`/clerk/share-closure-requests/${id}/validate`, {});
}
approve(id: number): Observable<any> {
return this.http.post(`/clerk/share-closure-requests/${id}/approve`, {});
}
reject(id: number, reason: string): Observable<any> {
return this.http.post(`/clerk/share-closure-requests/${id}/reject`, { reason });
}
}
@@ -1924,6 +1924,15 @@
@for (line of alertModal.lines; track $index) {
@if ($index === 0) {
<p class="te-alert-box__desc">{{ line }}</p>
} @else if (line.startsWith('⚠')) {
<div class="te-alert-box__callout">
<svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round">
<path d="M10.29 3.86L1.82 18a2 2 0 0 0 1.71 3h16.94a2 2 0 0 0 1.71-3L13.71 3.86a2 2 0 0 0-3.42 0z" />
<line x1="12" y1="9" x2="12" y2="13" />
<line x1="12" y1="17" x2="12.01" y2="17" />
</svg>
<span>{{ line.slice(1).trim() }}</span>
</div>
} @else if (line.includes(':') && $index < alertModal.lines.length - 1) {
<div class="te-alert-box__kv">
<span class="te-alert-box__kv-k">{{ line.split(':')[0].trim() }}</span>
@@ -2003,12 +2003,12 @@ select.te-cell {
.te-alert-box {
display: flex;
width: 480px;
max-width: 96vw;
border-radius: 16px;
width: 400px;
max-width: 94vw;
border-radius: 14px;
overflow: hidden;
box-shadow:
0 32px 80px rgb(0 0 0 / 35%),
0 24px 60px rgb(0 0 0 / 32%),
0 0 0 1px rgb(255 255 255 / 8%);
animation: te-pop-in 0.3s cubic-bezier(0.34, 1.56, 0.64, 1);
@@ -2018,32 +2018,35 @@ select.te-cell {
flex-direction: column;
align-items: center;
justify-content: center;
gap: 10px;
width: 76px;
gap: 8px;
width: 56px;
flex-shrink: 0;
padding: 24px 0;
padding: 16px 0;
}
&__sidebar-icon {
width: 40px;
height: 40px;
width: 32px;
height: 32px;
border-radius: 50%;
display: flex;
align-items: center;
justify-content: center;
background: rgb(255 255 255 / 20%);
box-shadow:
0 0 0 1px rgb(255 255 255 / 15%),
inset 0 1px 2px rgb(255 255 255 / 25%);
svg {
width: 22px;
height: 22px;
width: 17px;
height: 17px;
stroke: #fff;
}
}
&__sidebar-type {
font-size: 8px;
font-size: 7px;
font-weight: 900;
letter-spacing: 0.12em;
letter-spacing: 0.1em;
color: rgb(255 255 255 / 70%);
text-transform: uppercase;
writing-mode: vertical-lr;
@@ -2053,6 +2056,7 @@ select.te-cell {
// ── Right content ─────────────────────────────────────────────────────────
&__content {
flex: 1;
min-width: 0;
background: #fff;
display: flex;
flex-direction: column;
@@ -2062,12 +2066,12 @@ select.te-cell {
display: flex;
align-items: flex-start;
justify-content: space-between;
padding: 20px 20px 12px;
padding: 14px 16px 8px;
border-bottom: 1px solid #f1f5f9;
h3 {
margin: 0;
font-size: 15px;
font-size: 13.5px;
font-weight: 800;
color: #0f172a;
letter-spacing: -0.02em;
@@ -2091,52 +2095,87 @@ select.te-cell {
&__lines {
flex: 1;
padding: 14px 20px;
max-height: 60vh;
overflow-y: auto;
padding: 10px 16px;
}
&__desc {
margin: 0 0 10px;
font-size: 12.5px;
margin: 0 0 8px;
font-size: 11.5px;
color: #64748b;
line-height: 1.55;
line-height: 1.5;
}
&__kv {
display: flex;
align-items: center;
justify-content: space-between;
padding: 7px 12px;
margin: 4px 0;
gap: 10px;
padding: 5px 10px;
margin: 3px 0;
background: #f8fafc;
border-radius: 8px;
border-radius: 7px;
border-left: 3px solid #e2e8f0;
transition: background-color 0.15s;
&:hover {
background: #f1f5f9;
}
}
&__kv-k {
font-size: 12px;
font-size: 11px;
font-weight: 700;
color: #334155;
}
&__kv-v {
font-size: 12px;
font-size: 11px;
font-weight: 600;
color: #475569;
font-variant-numeric: tabular-nums;
text-align: right;
}
&__foot {
margin: 10px 0 0;
font-size: 11px;
margin: 8px 0 0;
font-size: 10px;
color: #94a3b8;
font-style: italic;
line-height: 1.4;
}
&__callout {
display: flex;
align-items: flex-start;
gap: 8px;
margin: 8px 0;
padding: 8px 10px;
background: #fffbeb;
border: 1px solid #fde68a;
border-left: 3px solid #d97706;
border-radius: 9px;
font-size: 11px;
font-weight: 600;
color: #92400e;
line-height: 1.45;
animation: te-pop-in 0.25s cubic-bezier(0.34, 1.56, 0.64, 1);
svg {
width: 14px;
height: 14px;
flex-shrink: 0;
margin-top: 1px;
color: #d97706;
}
}
&__actions {
display: flex;
justify-content: flex-end;
gap: 8px;
padding: 14px 20px;
padding: 10px 16px;
border-top: 1px solid #f1f5f9;
background: #fafafa;
}
@@ -2204,11 +2243,11 @@ select.te-cell {
display: inline-flex;
align-items: center;
justify-content: center;
padding: 8px 20px;
min-width: 90px;
border-radius: 8px;
padding: 7px 16px;
min-width: 76px;
border-radius: 7px;
border: none;
font-size: 12.5px;
font-size: 12px;
font-weight: 700;
cursor: pointer;
transition:
@@ -807,6 +807,9 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
// Per-row linked savings account number, keyed by the Share account's own acNo — used to make
// sure a Share-to-linked-account Bank Transfer actually credits the right account.
rowLinkedSavingsAcNo: Record<string, string> = {};
// Per-row shares currently held, keyed by acNo — lets submitShareRedemptionTransfer() warn the
// clerk when a withdrawal will bring the account's holding to zero (closing it on approval).
rowShareHoldings: Record<string, number> = {};
// Full account + client data
accountDetails: any = null;
@@ -1645,26 +1648,31 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
};
const sharePrice = this.rowSharePrices[shareRow.acNo] ?? 0;
const currentHolding = this.rowShareHoldings[shareRow.acNo] ?? 0;
const remainingShares = currentHolding - shares;
const willCloseAccount = remainingShares <= 0;
const confirmLines = [
`Share Account: ${shareRow.acNo} · Client: ${this.rowAccountNames[shareRow.acNo] ?? '—'}`,
`Shares to Withdraw: ${shares} @ ₹${sharePrice.toLocaleString('en-IN', { minimumFractionDigits: 2 })} = ₹${(shares * sharePrice).toLocaleString('en-IN', { minimumFractionDigits: 2 })}`,
`Remaining Shares After Withdrawal: ${Math.max(remainingShares, 0)}`,
...(willCloseAccount
? ['⚠ All shares withdrawn — this account will be CLOSED automatically when the Manager approves.']
: []),
`Board Resolution No.: ${payload.resolutionNumber}`,
`Date of Meeting: ${payload.meetingDate}`,
`Settlement Credit To: ${linkedAcNo}`,
`Settlement Payment Type: ${settlementPaymentType?.name ?? '—'}`,
...(settlementRowSnapshot.ecsAccountNo ? [`ECS A/C No.: ${settlementRowSnapshot.ecsAccountNo}`] : []),
...(settlementRowSnapshot.ecsAccountNo && settlementRowSnapshot.ecsAccountNo !== linkedAcNo
? [`ECS A/C No.: ${settlementRowSnapshot.ecsAccountNo}`]
: []),
...(settlementRowSnapshot.chequeNo ? [`Cheque No.: ${settlementRowSnapshot.chequeNo}`] : []),
...(settlementRowSnapshot.chequeDate ? [`Cheque Date: ${settlementRowSnapshot.chequeDate}`] : []),
...(settlementRowSnapshot.tokenNo ? [`Token No.: ${settlementRowSnapshot.tokenNo}`] : []),
...(settlementRowSnapshot.description ? [`CR Row Remarks: ${settlementRowSnapshot.description}`] : []),
'',
'Validation checks:',
` ✓ Share account and linked savings account both loaded`,
` ✓ CR account matches this Share account's linked savings account`,
` ✓ Settlement Payment Type is non-cash`,
` ✓ Board Resolution Number and Date of Meeting provided`,
'',
'Pending Manager approval — redemption and settlement both post together on approval.'
willCloseAccount
? 'Pending Manager approval — redemption, settlement and account closure all post together on approval.'
: 'Pending Manager approval — redemption and settlement both post together on approval.'
];
this.showConfirmAlert('info', 'Confirm Share Withdrawal Request', confirmLines, 'Submit for Approval', () =>
this.doSubmitShareRedemptionTransfer(payload, shareRow, shares, linkedAcNo)
@@ -1695,9 +1703,12 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
.subscribe((res: any) => {
this.saving = false;
if (res) {
const willCloseAccount = (this.rowShareHoldings[shareRow.acNo] ?? 0) - shares <= 0;
this.showAlert('success', 'Share Withdrawal Submitted', [
`${shares} share(s) from ${shareRow.acNo} → settlement to ${linkedAcNo} on approval.`,
'Pending Manager approval. Track status in "My Share Requests".'
willCloseAccount
? 'Pending Manager approval — this will close the share account, since all shares will be withdrawn. Track status in "My Share Requests".'
: 'Pending Manager approval. Track status in "My Share Requests".'
]);
this.rows = [];
this.rowAccountIds = {};
@@ -1705,6 +1716,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
this.rowSharePrices = {};
this.rowClientIds = {};
this.rowLinkedSavingsAcNo = {};
this.rowShareHoldings = {};
this.addRow();
this.selectedRow = this.rows[0];
this.accountDetails = null;
@@ -2108,6 +2120,9 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
// rowSharePrices[row.acNo]) reads via row.acNo, so this must match or every lookup misses.
this.rowSharePrices[this.selectedRow.acNo] = Number(acc.currentMarketPrice) || 0;
this.rowLinkedSavingsAcNo[this.selectedRow.acNo] = acc.savingsAccountNumber ?? '';
this.rowShareHoldings[this.selectedRow.acNo] = Number(
acc.summary?.totalApprovedShares ?? acc.totalApprovedShares ?? 0
);
this.syncShareLinkedAmounts();
}
return true;