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