share certificate and share product maker checker

src/app/tasks/checker-inbox-and-tasks-tabs/pending-share-account-edits/pending-share-account-edits.component.html

@@ -0,0 +1,108 @@
+<!--
+  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="psae-tab-content">
+  @if (showData) {
+    <div class="psae-action-bar">
+      <mat-form-field appearance="outline" class="psae-search-field">
+        <mat-icon matPrefix>search</mat-icon>
+        <input #filterInput matInput placeholder="Search by account number" (keyup)="applyFilter(filterInput.value)" />
+      </mat-form-field>
+    </div>
+
+    <div class="table-container">
+      <table mat-table [dataSource]="dataSource" class="modern-table">
+        <ng-container matColumnDef="accountNo">
+          <th mat-header-cell *matHeaderCellDef>Account No.</th>
+          <td mat-cell *matCellDef="let edit">{{ edit.accountNo }}</td>
+        </ng-container>
+
+        <ng-container matColumnDef="clientName">
+          <th mat-header-cell *matHeaderCellDef>Client</th>
+          <td mat-cell *matCellDef="let edit">{{ edit.clientName }}</td>
+        </ng-container>
+
+        <ng-container matColumnDef="makerUsername">
+          <th mat-header-cell *matHeaderCellDef>Submitted By</th>
+          <td mat-cell *matCellDef="let edit">{{ edit.makerUsername }}</td>
+        </ng-container>
+
+        <ng-container matColumnDef="createdOn">
+          <th mat-header-cell *matHeaderCellDef>Submitted On</th>
+          <td mat-cell *matCellDef="let edit">{{ formatDate(edit.createdOn) }}</td>
+        </ng-container>
+
+        <ng-container matColumnDef="status">
+          <th mat-header-cell *matHeaderCellDef>Status</th>
+          <td mat-cell *matCellDef="let edit">
+            <span class="status-badge status-badge--pending">{{ edit.status }}</span>
+          </td>
+        </ng-container>
+
+        <ng-container matColumnDef="actions">
+          <th mat-header-cell *matHeaderCellDef>Actions</th>
+          <td mat-cell *matCellDef="let edit">
+            <button mat-stroked-button class="psae-btn psae-btn-view" (click)="viewCompare(edit)">
+              <fa-icon icon="eye" class="m-r-10"></fa-icon>Compare
+            </button>
+            <button mat-stroked-button class="psae-btn psae-btn-approve" (click)="approve(edit)">
+              <fa-icon icon="check" class="m-r-10"></fa-icon>Approve
+            </button>
+            <button mat-stroked-button class="psae-btn psae-btn-reject" (click)="reject(edit)">
+              <fa-icon icon="ban" class="m-r-10"></fa-icon>Reject
+            </button>
+          </td>
+        </ng-container>
+
+        <tr mat-header-row *matHeaderRowDef="displayedColumns"></tr>
+        <tr mat-row *matRowDef="let row; columns: displayedColumns" class="table-row"></tr>
+      </table>
+    </div>
+
+    @if (selectedEdit) {
+      <div class="psae-diff-panel">
+        <div class="psae-diff-header">
+          <h3>Proposed Changes &mdash; Account "{{ selectedEdit.accountNo }}"</h3>
+          <button mat-icon-button (click)="closeCompare()"><fa-icon icon="times"></fa-icon></button>
+        </div>
+
+        <div class="psae-diff-block">
+          <h4>Details</h4>
+          <table class="psae-diff-table">
+            <thead>
+              <tr>
+                <th>Field</th>
+                <th>Proposed Value</th>
+              </tr>
+            </thead>
+            <tbody>
+              @for (row of entries(selectedEdit); track row.key) {
+                <tr>
+                  <td class="psae-diff-label">{{ row.key }}</td>
+                  <td class="psae-diff-proposed">{{ row.value }}</td>
+                </tr>
+              }
+            </tbody>
+          </table>
+        </div>
+
+        @if (selectedEdit.rejectReason) {
+          <p class="psae-reject-reason"><strong>Reject Reason:</strong> {{ selectedEdit.rejectReason }}</p>
+        }
+      </div>
+    }
+  }
+
+  @if (!showData) {
+    <div class="empty-state">
+      <fa-icon icon="hourglass-half" class="empty-icon"></fa-icon>
+      <p class="empty-title">No pending account edits</p>
+      <p class="empty-text">There are no Share Account details edits awaiting approval at this time.</p>
+    </div>
+  }
+</div>

src/app/tasks/checker-inbox-and-tasks-tabs/pending-share-account-edits/pending-share-account-edits.component.scss

@@ -0,0 +1,190 @@
+/**
+ * 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/.
+ */
+
+$border: #e2e8f0;
+$text-muted: #64748b;
+
+.psae-tab-content {
+  padding: 16px 0;
+}
+
+.psae-action-bar {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  margin-bottom: 16px;
+  flex-wrap: wrap;
+}
+
+.psae-search-field {
+  flex: 1;
+  min-width: 200px;
+  max-width: 320px;
+}
+
+.psae-btn {
+  font-size: 11.5px;
+  font-weight: 600;
+  border-radius: 8px !important;
+  height: 32px;
+  padding: 0 10px;
+  margin-right: 6px;
+
+  fa-icon {
+    margin-right: 4px;
+    font-size: 11px;
+  }
+}
+
+.psae-btn-view {
+  border-color: #2563eb;
+  color: #2563eb;
+
+  &:hover {
+    background: #eff6ff;
+  }
+}
+
+.psae-btn-approve {
+  border-color: #16a34a;
+  color: #16a34a;
+
+  &:hover {
+    background: #f0fdf4;
+  }
+}
+
+.psae-btn-reject {
+  border-color: #dc2626;
+  color: #dc2626;
+
+  &:hover {
+    background: #fef2f2;
+  }
+}
+
+.status-badge {
+  display: inline-flex;
+  align-items: center;
+  padding: 2px 10px;
+  border-radius: 20px;
+  font-size: 11px;
+  font-weight: 600;
+
+  &--pending {
+    background: #fef9c3;
+    color: #854d0e;
+  }
+}
+
+.psae-diff-panel {
+  margin-top: 20px;
+  border: 1px solid $border;
+  border-radius: 12px;
+  background: #fff;
+  padding: 16px;
+}
+
+.psae-diff-header {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+
+  h3 {
+    margin: 0;
+    font-size: 14px;
+    font-weight: 700;
+  }
+}
+
+.psae-diff-block {
+  margin-top: 16px;
+
+  h4 {
+    margin: 0 0 6px;
+    font-size: 12.5px;
+    font-weight: 700;
+    color: #0d1b2a;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+  }
+}
+
+.psae-diff-loading {
+  color: $text-muted;
+  font-size: 13px;
+}
+
+.psae-diff-table {
+  width: 100%;
+  border-collapse: collapse;
+  margin-top: 4px;
+  font-size: 12.5px;
+
+  th,
+  td {
+    text-align: left;
+    padding: 8px 10px;
+    border-bottom: 1px solid $border;
+  }
+
+  th {
+    color: $text-muted;
+    font-weight: 600;
+  }
+}
+
+.psae-diff-label {
+  font-weight: 600;
+  color: #0d1b2a;
+}
+
+.psae-diff-proposed {
+  color: #15803d;
+  font-weight: 600;
+}
+
+.psae-reject-reason {
+  margin-top: 14px;
+  font-size: 12.5px;
+  color: #b91c1c;
+}
+
+.empty-state {
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+  justify-content: center;
+  padding: 60px 24px;
+  background: #fff;
+  border: 1px dashed $border;
+  border-radius: 14px;
+  text-align: center;
+  margin: 16px 0;
+
+  .empty-icon {
+    font-size: 42px;
+    color: #cbd5e1;
+    margin-bottom: 14px;
+  }
+
+  .empty-title {
+    margin: 0 0 4px;
+    font-size: 15px;
+    font-weight: 700;
+    color: #0d1b2a;
+  }
+
+  .empty-text {
+    margin: 0;
+    font-size: 12.5px;
+    color: $text-muted;
+    max-width: 380px;
+    line-height: 1.5;
+  }
+}

src/app/tasks/checker-inbox-and-tasks-tabs/pending-share-account-edits/pending-share-account-edits.component.ts

@@ -0,0 +1,192 @@
+/**
+ * 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 { Component, inject } from '@angular/core';
+import { ActivatedRoute, Router } from '@angular/router';
+import {
+  MatTableDataSource,
+  MatTable,
+  MatColumnDef,
+  MatHeaderCellDef,
+  MatHeaderCell,
+  MatCellDef,
+  MatCell,
+  MatHeaderRowDef,
+  MatHeaderRow,
+  MatRowDef,
+  MatRow
+} from '@angular/material/table';
+import { MatDialog } from '@angular/material/dialog';
+import { MatIcon } from '@angular/material/icon';
+import { MatIconButton } from '@angular/material/button';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+
+import { SharesService } from 'app/shares/shares.service';
+import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/confirmation-dialog.component';
+import { FormDialogComponent } from 'app/shared/form-dialog/form-dialog.component';
+import { FormfieldBase } from 'app/shared/form-dialog/formfield/model/formfield-base';
+import { InputBase } from 'app/shared/form-dialog/formfield/model/input-base';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+
+/**
+ * Checker-facing list of Share Account details edits awaiting approval.
+ * Mirrors PendingSavingsAccountEditsComponent's list + compare + approve/reject pattern.
+ */
+@Component({
+  selector: 'mifosx-pending-share-account-edits',
+  templateUrl: './pending-share-account-edits.component.html',
+  styleUrls: ['./pending-share-account-edits.component.scss'],
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    FaIconComponent,
+    MatTable,
+    MatColumnDef,
+    MatHeaderCellDef,
+    MatHeaderCell,
+    MatCellDef,
+    MatCell,
+    MatHeaderRowDef,
+    MatHeaderRow,
+    MatRowDef,
+    MatRow,
+    MatIcon,
+    MatIconButton
+  ]
+})
+export class PendingShareAccountEditsComponent {
+  private route = inject(ActivatedRoute);
+  private router = inject(Router);
+  private dialog = inject(MatDialog);
+  private sharesService = inject(SharesService);
+
+  dataSource: MatTableDataSource<any>;
+  showData = false;
+
+  displayedColumns: string[] = [
+    'accountNo',
+    'clientName',
+    'makerUsername',
+    'createdOn',
+    'status',
+    'actions'
+  ];
+
+  selectedEdit: any = null;
+
+  constructor() {
+    this.route.data.subscribe((data: { pendingShareAccountEditsData: any }) => {
+      const items = data.pendingShareAccountEditsData || [];
+      this.showData = items.length > 0;
+      this.dataSource = new MatTableDataSource(items);
+    });
+  }
+
+  applyFilter(filterValue: string = '') {
+    this.dataSource.filter = filterValue.trim().toLowerCase();
+  }
+
+  formatDate(date: any): string {
+    if (!date) return '';
+    const d = Array.isArray(date)
+      ? new Date(date[0], date[1] - 1, date[2], date[3] || 0, date[4] || 0)
+      : new Date(date);
+    return isNaN(d.getTime()) ? String(date) : d.toLocaleString('en-IN');
+  }
+
+  /** Readable list of "key: value" pairs for the proposed details changes. */
+  entries(edit: any): { key: string; value: any }[] {
+    if (!edit) return [];
+    const fields: [string, any][] = [
+      [
+        'Linked Savings Account',
+        edit.savingsAccountNo
+      ],
+      [
+        'Allow Dividends for Inactive Clients',
+        edit.allowDividendCalculationForInactiveClients
+      ],
+      [
+        'Lockin Period Frequency',
+        edit.lockinPeriodFrequency
+      ],
+      [
+        'Minimum Active Period Frequency',
+        edit.minimumActivePeriodFrequency
+      ]
+    ];
+    return fields
+      .filter(
+        ([
+          ,
+          value
+        ]) => value !== null && value !== undefined
+      )
+      .map(
+        ([
+          key,
+          value
+        ]) => ({ key, value })
+      );
+  }
+
+  viewCompare(edit: any): void {
+    this.selectedEdit = this.selectedEdit === edit ? null : edit;
+  }
+
+  closeCompare(): void {
+    this.selectedEdit = null;
+  }
+
+  approve(edit: any): void {
+    const dialogRef = this.dialog.open(ConfirmationDialogComponent, {
+      data: {
+        heading: 'Approve Share Account Edit',
+        dialogContext: `Apply the pending details edit for account "${edit.accountNo}"? This cannot be undone.`,
+        type: 'basic'
+      }
+    });
+    dialogRef.afterClosed().subscribe((response: any) => {
+      if (response?.confirm) {
+        this.sharesService.approveShareAccountEdit(edit.shareAccountId).subscribe(() => this.reload());
+      }
+    });
+  }
+
+  reject(edit: any): void {
+    const formfields: FormfieldBase[] = [
+      new InputBase({
+        controlName: 'rejectReason',
+        label: 'Reason for rejection',
+        value: '',
+        type: 'text',
+        required: false
+      })
+    ];
+    const dialogRef = this.dialog.open(FormDialogComponent, {
+      data: {
+        title: `Reject edit for account "${edit.accountNo}"`,
+        layout: { addButtonText: 'Reject' },
+        formfields
+      }
+    });
+    dialogRef.afterClosed().subscribe((response: any) => {
+      if (response?.data) {
+        const rejectReason = response.data.value.rejectReason || '';
+        this.sharesService.rejectShareAccountEdit(edit.shareAccountId, rejectReason).subscribe(() => this.reload());
+      }
+    });
+  }
+
+  reload(): void {
+    this.closeCompare();
+    const url = this.router.url;
+    this.router
+      .navigateByUrl('/checker-inbox-and-tasks', { skipLocationChange: true })
+      .then(() => this.router.navigate([url]));
+  }
+}

src/app/tasks/checker-inbox-and-tasks/checker-inbox-and-tasks.component.html

@@ -118,6 +118,18 @@
       <fa-icon icon="edit" class="ac-tab__ic"></fa-icon>
       <span>Pending Account Edits</span>
     </a>
+    <a
+      mat-tab-link
+      class="ac-tab"
+      [routerLink]="['./pending-share-account-edits']"
+      routerLinkActive
+      #pendingShareAccountEdits="routerLinkActive"
+      [active]="pendingShareAccountEdits.isActive"
+      *mifosxHasPermission="'ALL_FUNCTIONS_READ'"
+    >
+      <fa-icon icon="edit" class="ac-tab__ic"></fa-icon>
+      <span>Pending Share Account Edits</span>
+    </a>
     <a
       mat-tab-link
       class="ac-tab"

src/app/tasks/common-resolvers/getPendingShareAccountEdits.resolver.ts

@@ -0,0 +1,25 @@
+/**
+ * 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 { Resolve } from '@angular/router';
+import { Observable } from 'rxjs';
+import { SharesService } from 'app/shares/shares.service';
+
+/**
+ * Resolves all Share Account details edits currently awaiting checker approval, for the Pending Share
+ * Account Edits screen.
+ */
+@Injectable()
+export class GetPendingShareAccountEdits implements Resolve<any> {
+  private sharesService = inject(SharesService);
+
+  resolve(): Observable<any> {
+    return this.sharesService.getAllPendingShareAccountEdits();
+  }
+}

src/app/tasks/tasks-routing.module.ts

@@ -29,6 +29,7 @@ import { TerminatedAccountComponent } from './checker-inbox-and-tasks-tabs/termi
 import { PendingSavingsProductsComponent } from './checker-inbox-and-tasks-tabs/pending-savings-products/pending-savings-products.component';
 import { ChequebookRequestsComponent } from './checker-inbox-and-tasks-tabs/chequebook-requests/chequebook-requests.component';
 import { PendingSavingsAccountEditsComponent } from './checker-inbox-and-tasks-tabs/pending-savings-account-edits/pending-savings-account-edits.component';
+import { PendingShareAccountEditsComponent } from './checker-inbox-and-tasks-tabs/pending-share-account-edits/pending-share-account-edits.component';
 import { ViewCheckerInboxComponent } from './view-checker-inbox/view-checker-inbox.component';
 
 /** Custom Resolvers */
@@ -46,6 +47,7 @@ import { GetTerminatedAccounts } from './common-resolvers/getTerminatedAccounts.
 import { GetPendingSavingsProducts } from './common-resolvers/getPendingSavingsProducts.resolver';
 import { GetPendingSavingsAccountEdits } from './common-resolvers/getPendingSavingsAccountEdits.resolver';
 import { GetPendingCurrentAccountEdits } from './common-resolvers/getPendingCurrentAccountEdits.resolver';
+import { GetPendingShareAccountEdits } from './common-resolvers/getPendingShareAccountEdits.resolver';
 
 /** Tasks Routes */
 const routes: Routes = [
@@ -142,6 +144,14 @@ const routes: Routes = [
           path: 'pending-current-account-edits',
           redirectTo: 'pending-savings-account-edits'
         },
+        {
+          path: 'pending-share-account-edits',
+          component: PendingShareAccountEditsComponent,
+          data: { title: 'Pending Share Account Edits' },
+          resolve: {
+            pendingShareAccountEditsData: GetPendingShareAccountEdits
+          }
+        },
         {
           path: 'withdrawal-requests',
           component: WithdrawalRequestsComponent,
@@ -221,7 +231,8 @@ const routes: Routes = [
     GetTerminatedAccounts,
     GetPendingSavingsProducts,
     GetPendingSavingsAccountEdits,
-    GetPendingCurrentAccountEdits
+    GetPendingCurrentAccountEdits,
+    GetPendingShareAccountEdits
   ]
 })
 export class TasksRoutingModule {}