feat: implement cashier dashboard, dividend dashboards, share accounts views, and checker tasks

2026-08-25 11:20:42 +05:30
parent 7ef75c902d
commit 0b79b0b0d3
77 changed files with 7396 additions and 426 deletions
@@ -54,6 +54,24 @@
        <strong>{{ 'labels.commons.required' | translate }}</strong>
      </mat-error>
    </mat-form-field>
+
+    <mat-form-field class="flex-48" (click)="resolutionDatePicker.open()">
+      <mat-label>{{ 'labels.inputs.Resolution Date' | translate }}</mat-label>
+      <input
+        matInput
+        [min]="minDate"
+        [max]="maxDate"
+        [matDatepicker]="resolutionDatePicker"
+        formControlName="resolutionDate"
+        required
+      />
+      <mat-datepicker-toggle matSuffix [for]="resolutionDatePicker"></mat-datepicker-toggle>
+      <mat-datepicker #resolutionDatePicker></mat-datepicker>
+      <mat-error>
+        {{ 'labels.inputs.Resolution Date' | translate }} {{ 'labels.commons.is' | translate }}
+        <strong>{{ 'labels.commons.required' | translate }}</strong>
+      </mat-error>
+    </mat-form-field>
  </div>

  <div class="layout-row align-center gap-2percent margin-t responsive-column">
@@ -68,7 +86,8 @@
        !(
          sharesAccountDetailsForm.get('productId')?.value &&
          sharesAccountDetailsForm.get('submittedDate')?.value &&
-          sharesAccountDetailsForm.get('resolutionNumber')?.value
+          sharesAccountDetailsForm.get('resolutionNumber')?.value &&
+          sharesAccountDetailsForm.get('resolutionDate')?.value
        )
      "
    >
@@ -76,7 +76,9 @@ export class SharesAccountDetailsStepComponent implements OnInit {
            this.sharesAccountTemplate.timeline.submittedOnDate &&
            new Date(this.sharesAccountTemplate.timeline.submittedOnDate),
          externalId: this.sharesAccountTemplate.externalId,
-          resolutionNumber: this.sharesAccountTemplate.resolutionNumber
+          resolutionNumber: this.sharesAccountTemplate.resolutionNumber,
+          resolutionDate:
+            this.sharesAccountTemplate.resolutionDate && new Date(this.sharesAccountTemplate.resolutionDate)
        });
      }
    }
@@ -102,6 +104,10 @@ export class SharesAccountDetailsStepComponent implements OnInit {
      resolutionNumber: [
        '',
        Validators.required
+      ],
+      resolutionDate: [
+        '',
+        Validators.required
      ]
    });
  }
@@ -41,6 +41,11 @@
    <span class="flex-60">{{ sharesAccount.resolutionNumber }}</span>
  </div>

+  <div class="flex-fill">
+    <span class="flex-40">{{ 'labels.inputs.Resolution Date' | translate }}</span>
+    <span class="flex-60">{{ sharesAccount.resolutionDate | dateFormat }}</span>
+  </div>
+
  <h3 class="mat-h3 flex-fill">{{ 'labels.heading.Terms' | translate }}</h3>

  <mat-divider class="flex-fill"></mat-divider>
@@ -71,9 +76,15 @@

  <div class="flex-fill">
    <span class="flex-40">{{ 'labels.inputs.Default Savings Account' | translate }}</span>
-    <span class="flex-60">{{
-      sharesAccount.savingsAccountId | find: sharesAccountProductTemplate.clientSavingsAccounts : 'id' : 'accountNo'
-    }}</span>
+    <span class="flex-60">
+      @if (sharesAccount.savingsAccountId) {
+        {{
+          sharesAccount.savingsAccountId | find: sharesAccountProductTemplate.clientSavingsAccounts : 'id' : 'accountNo'
+        }}
+      } @else {
+        {{ 'labels.inputs.Unassigned' | translate }}
+      }
+    </span>
  </div>

  @if (sharesAccount.minimumActivePeriod) {
@@ -30,6 +30,9 @@
      <span class="flex-48">{{ calculateCurrenValue() | currency: currency.code : 'symbol-narrow' : '1.2-2' }}</span>
    }

+    <!-- No "None" option: the server rejects a share account without a linked savings account, and
+         offering the choice only produced a failure after the whole stepper was filled in. The link
+         is also where an over-payment at the counter is credited back to the member. -->
    <mat-form-field class="flex-48">
      <mat-label>{{ 'labels.inputs.Default Savings Account' | translate }}</mat-label>
      <mat-select formControlName="savingsAccountId" required>
@@ -42,6 +45,12 @@
        <strong>{{ 'labels.commons.required' | translate }}</strong>
      </mat-error>
    </mat-form-field>
+    @if (savingsAccountsData?.length === 0) {
+      <p class="sats-field-note flex-98">
+        This client has no active savings account in the share product's currency. Open one first — a share account
+        cannot be created without it.
+      </p>
+    }

    <mat-form-field class="flex-48" (click)="applicationDatePicker.open()">
      <mat-label>{{ 'labels.inputs.Application Date' | translate }}</mat-label>
@@ -67,6 +76,15 @@

    <h4 class="mat-h4 flex-98">{{ 'labels.heading.Minimum Active Period' | translate }}</h4>

+    <!-- Spelled out because the field name does not say what it decides. This is the holding period
+         that qualifies a member for a dividend: shares bought fewer days before the period end than
+         this are skipped entirely by the dividend allocation, and the member is paid nothing on
+         them. Setting it wrong is silent — nobody sees it until a declaration pays out. -->
+    <p class="sats-field-note flex-98">
+      Enter the minimum number of days a member must hold these shares before they qualify for a dividend. Shares held
+      for fewer days than this are excluded from the dividend calculation and earn nothing for that period.
+    </p>
+
    <mat-form-field class="flex-48">
      <mat-label>{{ 'labels.inputs.Frequency' | translate }}</mat-label>
      <input type="number" matInput formControlName="minimumActivePeriod" />
@@ -88,6 +106,15 @@

    <h4 class="mat-h4 flex-98">{{ 'labels.heading.Lock-in Period' | translate }}</h4>

+    <!-- Sits next to Minimum Active Period and is easily confused with it, so the difference is
+         stated outright: that one decides whether a dividend is earned, this one decides whether
+         shares can be sold back. Counted per purchase, not per account — a later purchase carries
+         its own lock-in from its own date, which is not obvious from a single "Frequency" box. -->
+    <p class="sats-field-note flex-98">
+      Enter the minimum number of days a member must wait before they can redeem (sell back) these shares. This is
+      counted separately from each purchase, and does not affect dividends — for that, use Minimum Active Period above.
+    </p>
+
    <mat-form-field class="flex-48">
      <mat-label>{{ 'labels.inputs.Frequency' | translate }}</mat-label>
      <input type="number" matInput formControlName="lockinPeriodFrequency" />
@@ -14,3 +14,14 @@ h4 {
 .margin-t {
  margin-top: 1em;
 }
+
+/* Red because both fields it marks fail silently — a wrong Minimum Active Period pays the member
+   nothing months later, a wrong Lock-in Period only surfaces when a redemption is refused. Neither
+   raises a validation error at the time. Sits under the heading and above the inputs, so it is read
+   before the number is typed rather than after. */
+.sats-field-note {
+  margin: -0.5em 0 1em;
+  color: #b42318;
+  font-size: 12.5px;
+  line-height: 1.5;
+}
@@ -128,6 +128,13 @@ export class SharesAccountTermsStepComponent implements OnChanges, OnInit {
      ],
      unitPrice: [{ value: '', disabled: true }],
      currencyMultiple: [{ value: '', disabled: true }],
+      // Required to match the server, which has always rejected a share account without a linked
+      // savings account. The form allowed one through, so the failure surfaced as a validation
+      // error on submit after the whole stepper had been filled in.
+      //
+      // It also gives an over-payment somewhere to go: a member who hands over more cash than the
+      // application costs has the difference credited to this account, rather than being left in a
+      // suspense GL that nobody can attribute back to them.
      savingsAccountId: [
        '',
        Validators.required