feat(dds): upgrade DDS UI - agent, party, daily entry, approvals, product view
- Agent master: tabbed layout, customer search dialog, GL dropdown, account card, view page - Party master: tabbed layout, expected party code, nominee cards, relation from code values - Daily transaction entry: compact style, collections popup, Apply DDS Receipt placement - Approvals: new review modal, Agent Approval tab, DDS routing into product/pending account - DDS product: view page and list buttons; drop Auto Interest Post Day Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
This commit is contained in:
Claude Sonnet 5.5
+464
-49
@@ -19,72 +19,487 @@
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<span>Loading entry…</span>
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</div>
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} @else {
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<div class="dri-body">
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<!-- Header card: the voucher it moves under, its status, who made it and when -->
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<div class="dri-card dri-card--header">
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<div class="dri-card-header">
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<div class="dri-card-header__left">
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<span class="dri-voucher">{{ voucherNo || '—' }}</span>
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<span class="dri-status" [ngClass]="statusClass(entry.status)">
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{{ entry.status }}{{ entry.voucherCancelled ? ' · VOUCHER CANCELLED' : '' }}
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</span>
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<div class="dri-body" [class.ddr-body]="isProductReview || isAgentReview || isPartyReview">
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@if (isProductReview) {
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<!--
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A DDS product request reads as the product it creates or changes: who and what at the top,
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the four terms a checker looks at first, then every term grouped as the Account Type screen
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asks for them. An edit shows each changed term as old → new.
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-->
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<section class="ddr-hero">
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<div class="ddr-hero__icon">
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<mat-icon>{{ isEdit ? 'edit_note' : 'savings' }}</mat-icon>
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</div>
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<div class="dri-card-header__meta">
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<span class="dri-meta-item">
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<div class="ddr-hero__main">
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<div class="ddr-hero__eyebrow">
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<span class="ddr-chip" [class.ddr-chip--edit]="isEdit">{{
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isEdit ? 'Edit request' : 'New product'
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}}</span>
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<span class="dri-status" [ngClass]="statusClass(entry.status)">{{ entry.status }}</span>
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</div>
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<h2 class="ddr-hero__title">{{ valueOf('accountTypeDescription') || entry.details || 'DDS Product' }}</h2>
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<div class="ddr-hero__code">
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<span class="ddr-mono">{{ valueOf('accountTypeCode') || '—' }}</span>
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@if (valueOf('accountTypeGroup')) {
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<span class="ddr-dot"></span>
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<span>{{ valueOf('accountTypeGroup') }} group</span>
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}
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</div>
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</div>
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<div class="ddr-hero__meta">
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<span class="ddr-meta">
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<mat-icon>person</mat-icon>
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{{ entry.makerName || entry.maker }} ({{ entry.maker }})
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<span>
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<b>{{ entry.makerName || entry.maker }}</b>
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<small>{{ entry.maker }}</small>
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</span>
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</span>
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<span class="dri-meta-item">
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<span class="ddr-meta">
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<mat-icon>schedule</mat-icon>
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{{ formatDateTime(entry.madeOn) }}
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<span>
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<b>{{ formatDateTime(entry.madeOn) }}</b>
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<small>Submitted</small>
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</span>
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</span>
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@if (entry.status !== 'PENDING' && entry.checker) {
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<span class="dri-meta-item">
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<mat-icon>check_circle</mat-icon>
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Actioned by: {{ entry.checkerName || entry.checker }}
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<span class="ddr-meta">
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<mat-icon>verified_user</mat-icon>
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<span>
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<b>{{ entry.checkerName || entry.checker }}</b>
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<small>{{ entry.status === 'APPROVED' ? 'Approved by' : 'Rejected by' }}</small>
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</span>
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</span>
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}
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</div>
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</div>
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</div>
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</section>
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<!-- Summary -->
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<div class="dri-card">
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<div class="dri-section-title">
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<mat-icon>swap_horiz</mat-icon>
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{{ entry.type }} Summary
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</div>
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<div class="dri-detail-grid">
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<div class="dri-detail-item">
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<span class="dri-detail-label">Total Amount</span>
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<span class="dri-detail-value dri-amount">
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{{ entry.amount !== null && entry.amount !== undefined ? '₹' + (entry.amount | number: '1.2-2') : '—' }}
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<!-- The terms a checker reads first. -->
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<section class="ddr-stats">
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<div class="ddr-stat ddr-stat--accent">
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<span class="ddr-stat__label"><mat-icon>percent</mat-icon>Interest Rate</span>
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<span class="ddr-stat__value">{{ valueOf('interestRate') || '—' }}</span>
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<span class="ddr-stat__hint">p.a., worked out daily</span>
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</div>
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<div class="ddr-stat">
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<span class="ddr-stat__label"><mat-icon>event_repeat</mat-icon>Interest Posting</span>
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<span class="ddr-stat__value">
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{{ valueOf('autoInterestPost') === 'No' ? 'Manual' : valueOf('autoInterestPostWhen') || 'Monthly' }}
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</span>
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<span class="ddr-stat__hint">
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{{ valueOf('autoInterestPost') === 'No' ? 'Posted from the batch screen' : 'Automatic, at period end' }}
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</span>
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</div>
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<div class="dri-detail-item">
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<span class="dri-detail-label">DR Accounts</span>
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<span class="dri-detail-value"
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>{{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }}</span
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>
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<div class="ddr-stat">
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<span class="ddr-stat__label"><mat-icon>lock_clock</mat-icon>Lock-in</span>
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<span class="ddr-stat__value">{{ valueOf('prematureLockinMonths') || '—' }}</span>
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<span class="ddr-stat__hint">before early closure</span>
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</div>
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<div class="dri-detail-item">
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<span class="dri-detail-label">CR Accounts</span>
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<span class="dri-detail-value"
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>{{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }}</span
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>
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<div class="ddr-stat">
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<span class="ddr-stat__label"><mat-icon>event_available</mat-icon>Maturity</span>
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<span class="ddr-stat__value">{{
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valueOf('maturityAutoClose') === 'Yes' ? 'Auto close' : 'Manual payout'
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}}</span>
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<span class="ddr-stat__hint">on the maturity date</span>
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</div>
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<div class="dri-detail-item dri-detail-item--full">
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<span class="dri-detail-label">Details</span>
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<span class="dri-detail-value">{{ entry.details || '—' }}</span>
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</section>
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@if (compareFields) {
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<div class="ddr-banner" [class.ddr-banner--none]="!changedCount">
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<mat-icon>{{ changedCount ? 'compare_arrows' : 'info' }}</mat-icon>
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@if (changedCount) {
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<span>
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<b>{{ changedCount }} term{{ changedCount !== 1 ? 's' : '' }}</b> will change on approval - highlighted
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below as current → proposed.
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</span>
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} @else {
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<span>This edit changes nothing - every term matches the product as it stands.</span>
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}
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</div>
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@if (detail?.description) {
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<div class="dri-detail-item dri-detail-item--full">
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<span class="dri-detail-label">Description</span>
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<span class="dri-detail-value">{{ detail.description }}</span>
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}
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@for (group of fieldGroups; track group.name) {
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<section class="ddr-section">
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<header class="ddr-section__head">
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<span class="ddr-section__icon"
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><mat-icon>{{ group.icon }}</mat-icon></span
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>
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<span class="ddr-section__title">{{ group.name }}</span>
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@if (group.changed) {
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<span class="ddr-chip ddr-chip--edit">{{ group.changed }} changed</span>
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}
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</header>
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<div class="ddr-grid">
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@for (field of group.fields; track field.key) {
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<div class="ddr-tile" [class.ddr-tile--changed]="field.changed">
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<span class="ddr-tile__label">
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{{ field.label }}
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@if (field.changed) {
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<span class="ddr-tile__flag">Changed</span>
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}
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</span>
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@if (field.changed) {
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<span class="ddr-tile__diff">
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<span class="ddr-tile__old">{{ field.current || '—' }}</span>
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<mat-icon>arrow_forward</mat-icon>
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<ng-container *ngTemplateOutlet="valueTpl; context: { field: field }"></ng-container>
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</span>
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} @else {
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<ng-container *ngTemplateOutlet="valueTpl; context: { field: field }"></ng-container>
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}
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</div>
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}
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</div>
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</section>
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}
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<ng-template #valueTpl let-field="field">
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@if (field.format === 'yesno' && field.value) {
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<span class="ddr-pill" [class.ddr-pill--yes]="field.value === 'Yes'">
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<mat-icon>{{ field.value === 'Yes' ? 'check_circle' : 'remove_circle_outline' }}</mat-icon>
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{{ field.value }}
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</span>
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} @else {
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<span class="ddr-tile__value" [class.ddr-mono]="field.key === 'accountTypeCode'">{{
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field.value || '—'
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}}</span>
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}
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</ng-template>
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} @else if (isAgentReview) {
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<!--
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An agent request reads as the agent it opens or changes: who and when at the top, then the
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client, address, branch and accounts - the branch, the ledger account and the client by name,
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not number - and the guarantors named with it. An edit lists only what it changes.
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-->
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<section class="ddr-hero">
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<div class="ddr-hero__icon">
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<mat-icon>{{ isEdit ? 'manage_accounts' : 'person_add' }}</mat-icon>
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</div>
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<div class="ddr-hero__main">
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<div class="ddr-hero__eyebrow">
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<span class="ddr-chip" [class.ddr-chip--edit]="isEdit">{{ isEdit ? 'Edit request' : 'New agent' }}</span>
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<span class="dri-status" [ngClass]="statusClass(entry.status)">{{ entry.status }}</span>
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</div>
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<h2 class="ddr-hero__title">{{ valueOf('agentNameId') || entry.details || 'DDS Agent' }}</h2>
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<div class="ddr-hero__code">
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@if (valueOf('clientId')) {
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<span>Client {{ valueOf('clientId') }}</span>
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}
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@if (valueOf('agentSavingAccountNo')) {
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<span class="ddr-dot"></span>
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<span class="ddr-mono">{{ valueOf('agentSavingAccountNo') }}</span>
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}
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</div>
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</div>
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<div class="ddr-hero__meta">
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<span class="ddr-meta">
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<mat-icon>person</mat-icon>
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<span>
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<b>{{ entry.makerName || entry.maker }}</b>
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<small>{{ entry.maker }}</small>
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</span>
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</span>
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<span class="ddr-meta">
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<mat-icon>schedule</mat-icon>
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<span>
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<b>{{ formatDateTime(entry.madeOn) }}</b>
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<small>Submitted</small>
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</span>
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</span>
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@if (entry.status !== 'PENDING' && entry.checker) {
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<span class="ddr-meta">
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<mat-icon>verified_user</mat-icon>
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<span>
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<b>{{ entry.checkerName || entry.checker }}</b>
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<small>{{ entry.status === 'APPROVED' ? 'Approved by' : 'Rejected by' }}</small>
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</span>
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</span>
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}
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</div>
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</section>
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@for (group of fieldGroups; track group.name) {
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<section class="ddr-section">
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<header class="ddr-section__head">
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<span class="ddr-section__icon"
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><mat-icon>{{ group.icon }}</mat-icon></span
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>
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<span class="ddr-section__title">{{ group.name }}</span>
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</header>
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<div class="ddr-grid">
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@for (field of group.fields; track field.key) {
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<div class="ddr-tile">
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<span class="ddr-tile__label">{{ field.label }}</span>
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<span class="ddr-tile__value" [class.ddr-mono]="field.key === 'agentSavingAccountNo'">{{
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field.value || '—'
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}}</span>
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</div>
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}
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</div>
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</section>
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}
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<section class="ddr-section">
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<header class="ddr-section__head">
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<span class="ddr-section__icon"><mat-icon>shield_person</mat-icon></span>
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<span class="ddr-section__title">Guarantors</span>
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<span class="ddr-chip ddr-chip--edit">{{ guarantors.length }}</span>
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</header>
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@if (guarantors.length) {
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<table class="dri-cr-table">
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<thead>
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<tr>
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<th>#</th>
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<th>Client</th>
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<th>Name</th>
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<th>Telephone</th>
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<th>Address</th>
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</tr>
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</thead>
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<tbody>
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@for (g of guarantors; track $index; let i = $index) {
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<tr>
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<td class="dri-cr-idx">{{ i + 1 }}</td>
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<td>{{ g.client || '—' }}</td>
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<td>{{ g.name || '—' }}</td>
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<td class="cell-mono">{{ g.telephone || '—' }}</td>
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<td>{{ g.address || '—' }}</td>
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</tr>
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}
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</tbody>
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</table>
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} @else {
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<div class="ddr-tile">
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<span class="ddr-tile__value">No guarantors named in this request.</span>
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</div>
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}
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</section>
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} @else if (isPartyReview) {
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<!--
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A DDS account request reads as the account it opens or changes: who it is for and when, the
|
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terms a checker looks at first, then every detail in the sections the Party Master Entry screen
|
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has - the client, scheme, agent and branch by name, not number - and the nominees named with it.
|
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An edit lists only what it changes.
|
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-->
|
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<section class="ddr-hero">
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<div class="ddr-hero__icon">
|
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<mat-icon>{{ isEdit ? 'edit_note' : 'account_balance_wallet' }}</mat-icon>
|
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</div>
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<div class="ddr-hero__main">
|
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<div class="ddr-hero__eyebrow">
|
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<span class="ddr-chip" [class.ddr-chip--edit]="isEdit">{{
|
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isEdit ? 'Edit request' : 'New DDS account'
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}}</span>
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<span class="dri-status" [ngClass]="statusClass(entry.status)">{{ entry.status }}</span>
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</div>
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<h2 class="ddr-hero__title">{{ valueOf('partyName') || entry.details || 'DDS Account' }}</h2>
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<div class="ddr-hero__code">
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@if (valueOf('subType')) {
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<span>{{ valueOf('subType') }}</span>
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}
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@if (valueOf('clientId')) {
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<span class="ddr-dot"></span>
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<span>Client {{ valueOf('clientId') }}</span>
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}
|
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</div>
|
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</div>
|
||||
<div class="ddr-hero__meta">
|
||||
<span class="ddr-meta">
|
||||
<mat-icon>person</mat-icon>
|
||||
<span>
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||||
<b>{{ entry.makerName || entry.maker }}</b>
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||||
<small>{{ entry.maker }}</small>
|
||||
</span>
|
||||
</span>
|
||||
<span class="ddr-meta">
|
||||
<mat-icon>schedule</mat-icon>
|
||||
<span>
|
||||
<b>{{ formatDateTime(entry.madeOn) }}</b>
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||||
<small>Submitted</small>
|
||||
</span>
|
||||
</span>
|
||||
@if (entry.status !== 'PENDING' && entry.checker) {
|
||||
<span class="ddr-meta">
|
||||
<mat-icon>verified_user</mat-icon>
|
||||
<span>
|
||||
<b>{{ entry.checkerName || entry.checker }}</b>
|
||||
<small>{{ entry.status === 'APPROVED' ? 'Approved by' : 'Rejected by' }}</small>
|
||||
</span>
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- The terms a checker reads first. -->
|
||||
<section class="ddr-stats">
|
||||
<div class="ddr-stat ddr-stat--accent">
|
||||
<span class="ddr-stat__label"><mat-icon>payments</mat-icon>Daily Deposit</span>
|
||||
<span class="ddr-stat__value">{{ valueOf('dailyDepositAmount') || '—' }}</span>
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||||
<span class="ddr-stat__hint">collected every day</span>
|
||||
</div>
|
||||
<div class="ddr-stat">
|
||||
<span class="ddr-stat__label"><mat-icon>date_range</mat-icon>Term</span>
|
||||
<span class="ddr-stat__value">{{ valueOf('days') ? valueOf('days') + ' days' : '—' }}</span>
|
||||
<span class="ddr-stat__hint">{{ valueOf('month') ? valueOf('month') + ' months' : '' }}</span>
|
||||
</div>
|
||||
<div class="ddr-stat">
|
||||
<span class="ddr-stat__label"><mat-icon>event</mat-icon>Opening Date</span>
|
||||
<span class="ddr-stat__value">{{ valueOf('openingDate') || '—' }}</span>
|
||||
<span class="ddr-stat__hint">{{
|
||||
valueOf('maturityDate') ? 'Matures ' + valueOf('maturityDate') : 'account opens'
|
||||
}}</span>
|
||||
</div>
|
||||
<div class="ddr-stat">
|
||||
<span class="ddr-stat__label"><mat-icon>support_agent</mat-icon>Agent</span>
|
||||
<span class="ddr-stat__value ddr-stat__value--small">{{ valueOf('agentId') || '—' }}</span>
|
||||
<span class="ddr-stat__hint">{{ valueOf('officeId') || '' }}</span>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
@for (group of fieldGroups; track group.name) {
|
||||
<section class="ddr-section">
|
||||
<header class="ddr-section__head">
|
||||
<span class="ddr-section__icon"
|
||||
><mat-icon>{{ group.icon }}</mat-icon></span
|
||||
>
|
||||
<span class="ddr-section__title">{{ group.name }}</span>
|
||||
</header>
|
||||
<div class="ddr-grid">
|
||||
@for (field of group.fields; track field.key) {
|
||||
<div class="ddr-tile">
|
||||
<span class="ddr-tile__label">{{ field.label }}</span>
|
||||
@if (field.format === 'yesno') {
|
||||
<span class="ddr-pill" [class.ddr-pill--yes]="field.value === 'Yes'">
|
||||
<mat-icon>{{ field.value === 'Yes' ? 'check_circle' : 'remove_circle_outline' }}</mat-icon>
|
||||
{{ field.value }}
|
||||
</span>
|
||||
} @else {
|
||||
<span class="ddr-tile__value">{{ field.value || '—' }}</span>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</section>
|
||||
}
|
||||
|
||||
<section class="ddr-section">
|
||||
<header class="ddr-section__head">
|
||||
<span class="ddr-section__icon"><mat-icon>family_restroom</mat-icon></span>
|
||||
<span class="ddr-section__title">Nominees</span>
|
||||
@if (detail?.nomineeSplit && nominees.length) {
|
||||
<span class="ddr-chip ddr-chip--edit">Split by {{ detail.nomineeSplit }}</span>
|
||||
}
|
||||
<span class="ddr-chip ddr-chip--edit">{{ nominees.length }}</span>
|
||||
</header>
|
||||
@if (nominees.length) {
|
||||
<table class="dri-cr-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>#</th>
|
||||
<th>Name</th>
|
||||
<th>Relation</th>
|
||||
<th>Gender</th>
|
||||
<th>Mobile</th>
|
||||
<th>Birth Date</th>
|
||||
<th>Guardian</th>
|
||||
<th class="num">Share</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (n of nominees; track $index; let i = $index) {
|
||||
<tr>
|
||||
<td class="dri-cr-idx">{{ i + 1 }}</td>
|
||||
<td>{{ n.name || '—' }}</td>
|
||||
<td>{{ n.relation || '—' }}</td>
|
||||
<td>{{ n.gender || '—' }}</td>
|
||||
<td class="cell-mono">{{ n.mobileNo || '—' }}</td>
|
||||
<td>{{ n.birthDate || '—' }}</td>
|
||||
<td>{{ n.guardianName || '—' }}</td>
|
||||
<td class="num">{{ n.share || '—' }}</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
} @else {
|
||||
<div class="ddr-tile">
|
||||
<span class="ddr-tile__value">No nominee named in this request.</span>
|
||||
</div>
|
||||
}
|
||||
</section>
|
||||
} @else {
|
||||
<!-- Header card: the voucher it moves under, its status, who made it and when -->
|
||||
<div class="dri-card dri-card--header">
|
||||
<div class="dri-card-header">
|
||||
<div class="dri-card-header__left">
|
||||
<!-- No voucher slot for a change that moves no money - it would only ever read "—". -->
|
||||
@if (voucherNo || movesMoney) {
|
||||
<span class="dri-voucher">{{ voucherNo || '—' }}</span>
|
||||
}
|
||||
<span class="dri-status" [ngClass]="statusClass(entry.status)">
|
||||
{{ entry.status }}{{ entry.voucherCancelled ? ' · VOUCHER CANCELLED' : '' }}
|
||||
</span>
|
||||
</div>
|
||||
<div class="dri-card-header__meta">
|
||||
<span class="dri-meta-item">
|
||||
<mat-icon>person</mat-icon>
|
||||
{{ entry.makerName || entry.maker }} ({{ entry.maker }})
|
||||
</span>
|
||||
<span class="dri-meta-item">
|
||||
<mat-icon>schedule</mat-icon>
|
||||
{{ formatDateTime(entry.madeOn) }}
|
||||
</span>
|
||||
@if (entry.status !== 'PENDING' && entry.checker) {
|
||||
<span class="dri-meta-item">
|
||||
<mat-icon>check_circle</mat-icon>
|
||||
Actioned by: {{ entry.checkerName || entry.checker }}
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Summary -->
|
||||
<div class="dri-card">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>swap_horiz</mat-icon>
|
||||
{{ entry.type }} Summary
|
||||
</div>
|
||||
<div class="dri-detail-grid">
|
||||
<!-- Amount and sides only for an entry that moves money; a product or agent change has neither. -->
|
||||
@if (movesMoney) {
|
||||
<div class="dri-detail-item">
|
||||
<span class="dri-detail-label">Total Amount</span>
|
||||
<span class="dri-detail-value dri-amount">
|
||||
{{
|
||||
entry.amount !== null && entry.amount !== undefined ? '₹' + (entry.amount | number: '1.2-2') : '—'
|
||||
}}
|
||||
</span>
|
||||
</div>
|
||||
<div class="dri-detail-item">
|
||||
<span class="dri-detail-label">DR Accounts</span>
|
||||
<span class="dri-detail-value"
|
||||
>{{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }}</span
|
||||
>
|
||||
</div>
|
||||
<div class="dri-detail-item">
|
||||
<span class="dri-detail-label">CR Accounts</span>
|
||||
<span class="dri-detail-value"
|
||||
>{{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }}</span
|
||||
>
|
||||
</div>
|
||||
}
|
||||
<div class="dri-detail-item dri-detail-item--full">
|
||||
<span class="dri-detail-label">Details</span>
|
||||
<span class="dri-detail-value">{{ entry.details || '—' }}</span>
|
||||
</div>
|
||||
@if (detail?.description) {
|
||||
<div class="dri-detail-item dri-detail-item--full">
|
||||
<span class="dri-detail-label">Description</span>
|
||||
<span class="dri-detail-value">{{ detail.description }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Debit entries -->
|
||||
@if (debitLines.length) {
|
||||
@@ -225,7 +640,7 @@
|
||||
}
|
||||
|
||||
@if (entry.status === 'PENDING' && !done) {
|
||||
<div class="dri-actions">
|
||||
<div class="dri-actions" [class.ddr-actions]="isProductReview || isAgentReview || isPartyReview">
|
||||
@if (!confirmReject) {
|
||||
<button type="button" class="dri-btn dri-btn--approve" [disabled]="!canAct" (click)="act('approve')">
|
||||
<mat-icon>check_circle</mat-icon>
|
||||
|
||||
Reference in New Issue
Block a user