feat: add Current Account module, DIP verification, charges integration, and translations
- Current Account module with full CRUD, transactions, charges, hold/release, block/unblock - Current Products management under Products module - DIP mobile number verification with real API call to /lookup/check - Sanctions verification dialog - Charges support for Current Account (chargeAppliesTo=5) in create/edit - Fixed permissions from SAVINGSACCOUNT to CURRENTACCOUNT across all current account components - Added all missing translation keys for Current Account in en-US.json Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Aditya
co-authored by
Claude Opus 4.6
Claude Opus 4.6
parent
73aa69ee02
commit
0a32d7135e
+269
@@ -0,0 +1,269 @@
|
||||
<!--
|
||||
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/.
|
||||
-->
|
||||
|
||||
<div class="responsive-column">
|
||||
<h3 class="mat-h3 flex-fill">{{ 'labels.heading.Details' | translate }}</h3>
|
||||
|
||||
<mat-divider class="flex-fill"></mat-divider>
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Product' | translate }}</span>
|
||||
<span class="flex-60">{{
|
||||
currentAccount.productId | find: currentAccountTemplate.productOptions : 'id' : 'name'
|
||||
}}</span>
|
||||
</div>
|
||||
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Submitted On' | translate }}</span>
|
||||
<span class="flex-60">{{ currentAccount.submittedOnDate | dateFormat }}</span>
|
||||
</div>
|
||||
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.External Id' | translate }}</span>
|
||||
@if (currentAccount.externalId) {
|
||||
<span class="flex-60">
|
||||
<mifosx-external-identifier externalId="{{ currentAccount.externalId }}"></mifosx-external-identifier>
|
||||
</span>
|
||||
}
|
||||
@if (!currentAccount.externalId) {
|
||||
<span class="flex-60">
|
||||
{{ 'labels.inputs.Unassigned' | translate }}
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Field Officer' | translate }}</span>
|
||||
<span class="flex-60">{{
|
||||
currentAccount.fieldOfficerId | find: currentAccountProductTemplate.fieldOfficerOptions : 'id' : 'displayName'
|
||||
}}</span>
|
||||
</div>
|
||||
|
||||
@if (activeClientMembers) {
|
||||
<h3 class="mat-h3 margin-t flex-fill">{{ 'labels.heading.Client Members' | translate }}</h3>
|
||||
<mat-divider class="flex-fill"></mat-divider>
|
||||
<div class="flex-60">
|
||||
<table mat-table #membersTable [dataSource]="dataSource">
|
||||
<!-- ID Column -->
|
||||
<ng-container matColumnDef="id">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Client ID' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let element">{{ element.id }}</td>
|
||||
</ng-container>
|
||||
<!-- Name Column -->
|
||||
<ng-container matColumnDef="name">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Client Name' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let element">{{ element.displayName }}</td>
|
||||
</ng-container>
|
||||
<tr mat-header-row *matHeaderRowDef="membersDisplayedColumns"></tr>
|
||||
<tr mat-row *matRowDef="let row; columns: membersDisplayedColumns"></tr>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
|
||||
<h3 class="mat-h3 margin-t flex-fill">{{ 'labels.heading.Terms' | translate }}</h3>
|
||||
|
||||
<mat-divider class="flex-fill"></mat-divider>
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Currency' | translate }}</span>
|
||||
<span class="flex-60">{{ currentAccountTermsForm.get('currencyCode').value }}</span>
|
||||
</div>
|
||||
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Decimal Places' | translate }}</span>
|
||||
<span class="flex-60">{{ currentAccountTermsForm.get('decimal').value }}</span>
|
||||
</div>
|
||||
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Nominal Annual Interest' | translate }}:</span>
|
||||
<span class="flex-60">{{ currentAccount.nominalAnnualInterestRate | formatNumber }} %</span>
|
||||
</div>
|
||||
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Interest Compounding Period' | translate }}:</span>
|
||||
<span class="flex-60">{{
|
||||
getCatalogTranslation(
|
||||
currentAccount.interestCompoundingPeriodType
|
||||
| find: currentAccountProductTemplate.interestCompoundingPeriodTypeOptions : 'id' : 'value'
|
||||
)
|
||||
}}</span>
|
||||
</div>
|
||||
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Interest Posting Period' | translate }}:</span>
|
||||
<span class="flex-60">{{
|
||||
getCatalogTranslation(
|
||||
currentAccount.interestPostingPeriodType
|
||||
| find: currentAccountProductTemplate.interestPostingPeriodTypeOptions : 'id' : 'value'
|
||||
)
|
||||
}}</span>
|
||||
</div>
|
||||
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Interest Calculated using' | translate }}:</span>
|
||||
<span class="flex-60">{{
|
||||
getCatalogTranslation(
|
||||
currentAccount.interestCalculationType
|
||||
| find: currentAccountProductTemplate.interestCalculationTypeOptions : 'id' : 'value'
|
||||
)
|
||||
}}</span>
|
||||
</div>
|
||||
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Days in Year' | translate }}:</span>
|
||||
<span class="flex-60">{{
|
||||
getCatalogTranslation(
|
||||
currentAccount.interestCalculationDaysInYearType
|
||||
| find: currentAccountProductTemplate.interestCalculationDaysInYearTypeOptions : 'id' : 'value'
|
||||
)
|
||||
}}</span>
|
||||
</div>
|
||||
|
||||
@if (currentAccount.minRequiredOpeningBalance) {
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Minimum Opening Balance' | translate }}:</span>
|
||||
<span class="flex-60">{{ currentAccount.minRequiredOpeningBalance | formatNumber }}</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Apply Withdrawal Fee for Transfers' | translate }}:</span>
|
||||
<span class="flex-60">{{ currentAccount.withdrawalFeeForTransfers | yesNo }}</span>
|
||||
</div>
|
||||
|
||||
@if (currentAccount.lockinPeriodFrequency) {
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Lock-in Period' | translate }}:</span>
|
||||
<span class="flex-60">{{
|
||||
getCatalogTranslation(
|
||||
currentAccount.lockinPeriodFrequency +
|
||||
' ' +
|
||||
(currentAccount.lockinPeriodFrequencyType
|
||||
| find: currentAccountProductTemplate.lockinPeriodFrequencyTypeOptions : 'id' : 'value')
|
||||
)
|
||||
}}</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Is Overdraft Allowed' | translate }}:</span>
|
||||
<span class="flex-60">{{ currentAccount.allowOverdraft | yesNo }}</span>
|
||||
</div>
|
||||
|
||||
@if (currentAccount.minOverdraftForInterestCalculation) {
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40"
|
||||
>{{ 'labels.inputs.Minimum Overdraft Required for Interest Calculation' | translate }}:</span
|
||||
>
|
||||
<span class="flex-60">{{ currentAccount.minOverdraftForInterestCalculation | formatNumber }}</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (currentAccount.nominalAnnualInterestRateOverdraft) {
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Nominal Annual Interest for Overdraft' | translate }}:</span>
|
||||
<span class="flex-60">{{ currentAccount.nominalAnnualInterestRateOverdraft | formatNumber }} %</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (currentAccount.overdraftLimit) {
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Maximum Overdraft Amount Limit' | translate }}:</span>
|
||||
<span class="flex-60">{{ currentAccount.overdraftLimit | formatNumber }}</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Enforce Minimum Balance' | translate }}:</span>
|
||||
<span class="flex-60">{{ currentAccount.enforceMinRequiredBalance | yesNo }}</span>
|
||||
</div>
|
||||
|
||||
@if (currentAccount.minRequiredBalance) {
|
||||
<div class="flex-fill layout-row">
|
||||
<span class="flex-40">{{ 'labels.inputs.Minimum Balance' | translate }}:</span>
|
||||
<span class="flex-60">{{ currentAccount.minRequiredBalance }}</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (currentAccount.charges.length) {
|
||||
<div class="layout-row-wrap responsive-column flex-fill">
|
||||
<h3 class="mat-h3 flex-fill">{{ 'labels.inputs.Charges' | translate }}</h3>
|
||||
<mat-divider class="flex-fill"></mat-divider>
|
||||
<table class="flex-fill mat-elevation-z1" mat-table [dataSource]="currentAccount.charges">
|
||||
<ng-container matColumnDef="name">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Name' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let charge">
|
||||
{{ charge.name + ', ' + charge.currency.displaySymbol }}
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="chargeCalculationType">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Type' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let charge">
|
||||
{{ charge.chargeCalculationType.value | translateKey: 'catalogs' }}
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="amount">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Amount' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let charge">
|
||||
{{ charge.amount | formatNumber }}
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="date">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Date' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let charge">
|
||||
@if (charge.chargeTimeType.value === 'Specified due date' || charge.chargeTimeType.value === 'Weekly Fee') {
|
||||
<span>
|
||||
{{ (charge.dueDate | dateFormat) || 'Unassigned' }}
|
||||
</span>
|
||||
}
|
||||
@if (charge.chargeTimeType.value === 'Monthly Fee' || charge.chargeTimeType.value === 'Annual Fee') {
|
||||
<span>
|
||||
{{ (charge.feeOnMonthDay | dateFormat) || 'Unassigned' }}
|
||||
</span>
|
||||
}
|
||||
@if (
|
||||
!(
|
||||
charge.chargeTimeType.value === 'Monthly Fee' ||
|
||||
charge.chargeTimeType.value === 'Annual Fee' ||
|
||||
charge.chargeTimeType.value === 'Specified due date' ||
|
||||
charge.chargeTimeType.value === 'Weekly Fee'
|
||||
)
|
||||
) {
|
||||
<span> N/A </span>
|
||||
}
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="repaymentsEvery">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Repayments Every' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let charge">
|
||||
{{ charge.feeInterval || 'Not Provided' }}
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="chargeTimeType">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Collected On' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let charge">
|
||||
{{ charge.chargeTimeType.value }}
|
||||
</td>
|
||||
</ng-container>
|
||||
<tr mat-header-row *matHeaderRowDef="chargesDisplayedColumns"></tr>
|
||||
<tr mat-row *matRowDef="let row; columns: chargesDisplayedColumns"></tr>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="layout-row responsive-column align-center gap-2px margin-t">
|
||||
<button mat-raised-button matStepperPrevious>
|
||||
<fa-icon icon="arrow-left" class="m-r-10"></fa-icon>
|
||||
{{ 'labels.buttons.Previous' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button [routerLink]="['../..']">
|
||||
{{ 'labels.buttons.Cancel' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="primary" (click)="submitEvent.emit()">
|
||||
{{ 'labels.buttons.Submit' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
+34
@@ -0,0 +1,34 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
table {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.mat-elevation-z1 {
|
||||
margin: 1em 0 1.5em;
|
||||
}
|
||||
|
||||
h2,
|
||||
h3,
|
||||
h4 {
|
||||
margin: 0;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
span {
|
||||
margin: 0.5em 0;
|
||||
}
|
||||
|
||||
mat-divider {
|
||||
margin: 0 0 0.5em;
|
||||
}
|
||||
|
||||
.margin-t {
|
||||
margin-top: 1em;
|
||||
}
|
||||
+107
@@ -0,0 +1,107 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, Input, Output, EventEmitter, OnChanges, inject } from '@angular/core';
|
||||
import { TranslateService } from '@ngx-translate/core';
|
||||
import {
|
||||
MatTableDataSource,
|
||||
MatTable,
|
||||
MatColumnDef,
|
||||
MatHeaderCellDef,
|
||||
MatHeaderCell,
|
||||
MatCellDef,
|
||||
MatCell,
|
||||
MatHeaderRowDef,
|
||||
MatHeaderRow,
|
||||
MatRowDef,
|
||||
MatRow
|
||||
} from '@angular/material/table';
|
||||
import { MatDivider } from '@angular/material/divider';
|
||||
import { ExternalIdentifierComponent } from '../../../shared/external-identifier/external-identifier.component';
|
||||
import { MatStepperPrevious } from '@angular/material/stepper';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { FindPipe } from '../../../pipes/find.pipe';
|
||||
import { DateFormatPipe } from '../../../pipes/date-format.pipe';
|
||||
import { FormatNumberPipe } from '../../../pipes/format-number.pipe';
|
||||
import { YesnoPipe } from '../../../pipes/yesno.pipe';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/**
|
||||
* Current account preview step
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-current-account-account-preview-step',
|
||||
templateUrl: './current-account-preview-step.component.html',
|
||||
styleUrls: ['./current-account-preview-step.component.scss'],
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
MatDivider,
|
||||
ExternalIdentifierComponent,
|
||||
MatTable,
|
||||
MatColumnDef,
|
||||
MatHeaderCellDef,
|
||||
MatHeaderCell,
|
||||
MatCellDef,
|
||||
MatCell,
|
||||
MatHeaderRowDef,
|
||||
MatHeaderRow,
|
||||
MatRowDef,
|
||||
MatRow,
|
||||
MatStepperPrevious,
|
||||
FaIconComponent,
|
||||
FindPipe,
|
||||
DateFormatPipe,
|
||||
FormatNumberPipe,
|
||||
YesnoPipe
|
||||
]
|
||||
})
|
||||
export class CurrentAccountPreviewStepComponent implements OnChanges {
|
||||
private translateService = inject(TranslateService);
|
||||
|
||||
/** Current Account Product Template */
|
||||
@Input() currentAccountProductTemplate: any;
|
||||
/** Current Account Template */
|
||||
@Input() currentAccountTemplate: any;
|
||||
/** Current Account Terms Form */
|
||||
@Input() currentAccountTermsForm: any;
|
||||
/** Current Account */
|
||||
@Input() currentAccount: any;
|
||||
@Input() activeClientMembers?: any;
|
||||
|
||||
/** Table Data Source */
|
||||
dataSource: any;
|
||||
|
||||
/** Display columns for charges table */
|
||||
chargesDisplayedColumns: string[] = [
|
||||
'name',
|
||||
'chargeCalculationType',
|
||||
'amount',
|
||||
'chargeTimeType',
|
||||
'date',
|
||||
'repaymentsEvery'
|
||||
];
|
||||
/** Columns to be displayed in active members table. */
|
||||
membersDisplayedColumns: string[] = [
|
||||
'id',
|
||||
'name'
|
||||
];
|
||||
|
||||
/** Form submission event */
|
||||
@Output() submitEvent = new EventEmitter();
|
||||
|
||||
ngOnChanges(): void {
|
||||
if (this.activeClientMembers?.length > 0) {
|
||||
this.dataSource = new MatTableDataSource<any>(this.activeClientMembers.filter((member: any) => member.selected));
|
||||
}
|
||||
}
|
||||
|
||||
getCatalogTranslation(text: string): string {
|
||||
return this.translateService.instant('labels.catalogs.' + text);
|
||||
}
|
||||
}
|
||||
Reference in New Issue
Block a user