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feat: recurring deposit enhancements, dashboard, chart, and account view updates

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This commit is contained in:
keshav
2026-10-12 10:23:10 +05:30
parent 6b0f218b70
commit 2d2eac8d03
69 changed files with 3619 additions and 595 deletions
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src/app/clients/clients-view/general-tab/general-tab.component.html
+18 -62
View File
@@ -591,16 +591,13 @@
<i class="fa fa-calendar section-header__icon"></i>
<h3 class="section-header__title">{{ 'labels.heading.Recurring Deposit Accounts' | translate }}</h3>
</div>
<div class="section-header__right">
<button mat-raised-button color="primary" (click)="toggleRecurringAccountsOverview()">
{{ viewAccountsLabel(showClosedRecurringAccounts) | translate }}
</button>
</div>
</div>
@if (!showClosedRecurringAccounts) {
<!-- Active and ended recurring deposits share one table; the Status column says how each one ended (matured or
closed early), so the client's RD history stays visible without switching views. -->
@if (savingAccounts) {
<div class="table-wrapper">
<table mat-table [dataSource]="savingAccounts | accountsFilter: 'saving' : 'open' : 'isRecurring'">
<table mat-table [dataSource]="savingAccounts | accountsFilter: 'saving' : 'all' : 'isRecurring'">
<ng-container matColumnDef="Account No">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account No' | translate }}</th>
<td mat-cell *matCellDef="let element">
@@ -614,6 +611,15 @@
<mifosx-long-text textValue="{{ element.productName }}" chars="35"></mifosx-long-text>
</td>
</ng-container>
<ng-container matColumnDef="Status">
<th mat-header-cell *matHeaderCellDef>Status</th>
<td mat-cell *matCellDef="let element">
<span class="rd-status" [class.rd-status--ended]="element.timeline?.closedOnDate">{{ rdStatusLabel(element) }}</span>
@if (element.timeline?.closedOnDate) {
<div class="rd-status__date">on {{ element.timeline.closedOnDate | dateFormat }}</div>
}
</td>
</ng-container>
<ng-container matColumnDef="Last Active">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Last Active' | translate }}</th>
<td mat-cell *matCellDef="let element">{{ element.lastActiveTransactionDate | dateFormat }}</td>
@@ -638,7 +644,7 @@
<i class="fa fa-check"></i>
</button>
}
@if (!element.status.submittedAndPendingApproval && !element.status.active) {
@if (element.status.approved) {
<button
class="account-action-button"
mat-raised-button
@@ -664,7 +670,7 @@
</ng-container>
<ng-container matColumnDef="no-data">
<td mat-footer-cell *matFooterCellDef [attr.colspan]="openSavingsColumns.length">
<td mat-footer-cell *matFooterCellDef [attr.colspan]="recurringColumns.length">
<div class="table-empty-state">
<i class="fa fa-folder-open-o table-empty-state__icon"></i>
<p class="table-empty-state__text">
@@ -674,67 +680,17 @@
</td>
</ng-container>
<tr mat-header-row *matHeaderRowDef="openSavingsColumns"></tr>
<tr mat-header-row *matHeaderRowDef="recurringColumns"></tr>
<tr
mat-row
*matRowDef="let row; columns: openSavingsColumns"
*matRowDef="let row; columns: recurringColumns"
[routerLink]="['../', 'recurring-deposits-accounts', row.id, 'general']"
class="select-row"
></tr>
<tr
mat-footer-row
*matFooterRowDef="
(savingAccounts | accountsFilter: 'saving' : 'open' : 'isRecurring')?.length === 0 ? ['no-data'] : []
"
></tr>
</table>
</div>
}
<!-- Closed Recurring Deposit Accounts -->
@if (showClosedRecurringAccounts) {
<div class="table-wrapper">
<table mat-table [dataSource]="savingAccounts | accountsFilter: 'saving' : 'closed' : 'isRecurring'">
<ng-container matColumnDef="Account No">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account No' | translate }}</th>
<td mat-cell *matCellDef="let element">
<i class="fa fa-stop" [ngClass]="element.status.code | statusLookup"></i>
<mifosx-account-number accountNo="{{ element.accountNo }}"></mifosx-account-number>
</td>
</ng-container>
<ng-container matColumnDef="Saving Account">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Recurring Deposit Product' | translate }}</th>
<td mat-cell *matCellDef="let element">
<mifosx-long-text textValue="{{ element.productName }}" chars="35"></mifosx-long-text>
</td>
</ng-container>
<ng-container matColumnDef="Closed Date">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Closed Date' | translate }}</th>
<td mat-cell *matCellDef="let element">{{ element.timeline.closedOnDate | dateFormat }}</td>
</ng-container>
<ng-container matColumnDef="no-data">
<td mat-footer-cell *matFooterCellDef [attr.colspan]="closedSavingsColumns.length">
<div class="table-empty-state">
<i class="fa fa-folder-open-o table-empty-state__icon"></i>
<p class="table-empty-state__text">
{{ 'labels.messages.No Closed Recurring Deposit Accounts Available' | translate }}
</p>
</div>
</td>
</ng-container>
<tr mat-header-row *matHeaderRowDef="closedSavingsColumns"></tr>
<tr
mat-row
*matRowDef="let row; columns: closedSavingsColumns"
[routerLink]="['../', 'recurring-deposits-accounts', row.id, 'general']"
class="select-row"
></tr>
<tr
mat-footer-row
*matFooterRowDef="
(savingAccounts | accountsFilter: 'saving' : 'closed' : 'isRecurring')?.length === 0 ? ['no-data'] : []
(savingAccounts | accountsFilter: 'saving' : 'all' : 'isRecurring')?.length === 0 ? ['no-data'] : []
"
></tr>
</table>