feat: letter-mgmt module + digital UPI/IMPS/ATM-POS reports + header redesign
letter-mgmt (new module): - Notice page: overdue loan list with filters, KPI strip, bulk actions, call disposition logging (Promise-to-Pay, Not Reachable, etc.), Speed Post dispatch dialog with consignment + post-office tracking, PDF preview + download, call-contact dialog with primary / alt / family / nominee numbers and per-contact disposition history. - Certificates: Loan Interest, Share, Balance, Form 60 (no-PAN flow), Form 15G/H (auto age-based), Hypothecation, NOC - each with shared preview dialog (six tone variants) and jsPDF generator using a common letterhead / summary-grid / signature-seal helper. digital: - IMPS module: report (P2A/P2P/Aadhaar tabs) + entry form with MMID/mobile lookup, NPCI switch resolve-to-A/C+IFSC BANL flow, sender autocomplete, hide sender field for P2P/Aadhaar, charges + 18% GST + waive checkbox, per-sender today-only history dialog. - UPI report with app-mix tab and full transaction filtering. - ATM/POS/ECOM hub with three ticket cards routing to today/status/cycle. - NEFT/RTGS entry: sender-account autocomplete, charges + GST + waive, field reorder (sender before amount), NEFT cap / RTGS floor validation, History button opening per-sender today's transactions. - NEFT/RTGS report: horizontal-bar trend leaderboard replacing tall bars. shell + theme: - Header redesigned with IBM Plex Sans 12/500 typography, 11-column grid per row, top-accent hover indicator, bordered cells via grid-gap. - Live KPI ticker below menu (CASH, TXN TODAY, CLEARING IN/OUT, NPA, CASA, CD RATIO, RBI CIRC, REPO) with marquee scroll, pause-on-hover, brand-blue gradient, amber bottom strip, pulsing red LIVE chip. - Sidebar 'KYC Management' -> 'KYC & ReKYC Management'. - Letter Mgmt / certificate menu items wired with green icon hints for items that have a working page. access-control: - MFA card layout compacted; method header inlines back button + title. icons: - Register faTruck/TruckFast, faEllipsisV/H, faCommentDots. - Add IBM Plex Sans Google Fonts import to index.html. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Aditya
co-authored by
Claude Opus 4.7
Claude Opus 4.7
parent
4322f37c6d
commit
325228c514
+234
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/**
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* Copyright since 2025 Mifos Initiative
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*
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* This Source Code Form is subject to the terms of the Mozilla Public
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* License, v. 2.0. If a copy of the MPL was not distributed with this
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* file, You can obtain one at http://mozilla.org/MPL/2.0/.
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*/
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import { Component, inject, OnInit } from '@angular/core';
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import { CommonModule } from '@angular/common';
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import { FormsModule } from '@angular/forms';
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import { FaIconComponent } from '@fortawesome/angular-fontawesome';
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import { MatDialog } from '@angular/material/dialog';
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import { MatSnackBar } from '@angular/material/snack-bar';
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import { MatTooltip } from '@angular/material/tooltip';
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import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
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import {
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CertificatePreviewDialogComponent,
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CertificatePreviewDialogData
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} from '../certificate-preview-dialog/certificate-preview-dialog.component';
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import { downloadBalanceCertificatePdf } from '../certificate-pdf';
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export type BalanceAccountType = 'SAVINGS' | 'CURRENT' | 'FIXED_DEPOSIT' | 'RD' | 'NRE' | 'NRO';
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export interface BalanceCertificateRecord {
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accountNo: string;
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customerId: string;
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customerName: string;
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customerPan: string;
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customerAddress: string;
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branch: string;
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accountType: BalanceAccountType;
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productName: string;
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openedOn: string;
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/** Balance available as on the snapshot date. */
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availableBalance: number;
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/** Total ledger balance (incl. accrued interest, hold amounts). */
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ledgerBalance: number;
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/** Accrued but uncredited interest. */
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accruedInterest: number;
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/** Interest rate p.a. (for FDs / RD / interest-bearing accounts). */
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interestRate?: number;
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/** Joint-holder names if any. */
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jointHolders?: string;
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}
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@Component({
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selector: 'mifosx-balance-certificate',
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templateUrl: './balance-certificate.component.html',
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styleUrls: ['../certificates.shared.scss'],
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imports: [
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...STANDALONE_SHARED_IMPORTS,
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CommonModule,
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FormsModule,
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FaIconComponent,
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MatTooltip
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]
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})
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export class BalanceCertificateComponent implements OnInit {
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private dialog = inject(MatDialog);
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private snack = inject(MatSnackBar);
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// ── Filters ──
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search = '';
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accountTypeFilter: '' | BalanceAccountType = '';
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/** Snapshot date for the balance "as on". */
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asOnDate = todayIso();
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records: BalanceCertificateRecord[] = [];
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readonly accountTypeOptions: { value: BalanceAccountType; label: string }[] = [
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{ value: 'SAVINGS', label: 'Savings' },
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{ value: 'CURRENT', label: 'Current' },
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{ value: 'FIXED_DEPOSIT', label: 'Fixed Deposit' },
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{ value: 'RD', label: 'Recurring Deposit' },
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{ value: 'NRE', label: 'NRE Savings' },
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{ value: 'NRO', label: 'NRO Savings' }
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];
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ngOnInit(): void {
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this.records = seedBalanceCertificates();
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}
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get filteredRecords(): BalanceCertificateRecord[] {
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const q = this.search.trim().toLowerCase();
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return this.records.filter((r) => {
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if (this.accountTypeFilter && r.accountType !== this.accountTypeFilter) return false;
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if (!q) return true;
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return (
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r.accountNo.toLowerCase().includes(q) ||
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r.customerName.toLowerCase().includes(q) ||
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r.customerId.toLowerCase().includes(q) ||
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r.customerPan.toLowerCase().includes(q)
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);
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});
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}
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accountTypeLabel(t: BalanceAccountType): string {
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return this.accountTypeOptions.find((o) => o.value === t)?.label || t;
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}
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totalBalance(): number {
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return this.filteredRecords.reduce((s, r) => s + r.availableBalance, 0);
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}
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clearFilters(): void {
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this.search = '';
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this.accountTypeFilter = '';
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this.asOnDate = todayIso();
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}
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viewCertificate(r: BalanceCertificateRecord): void {
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const data: CertificatePreviewDialogData = {
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kind: 'balance',
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balance: { record: r, asOnDate: this.asOnDate }
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};
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this.dialog.open(CertificatePreviewDialogComponent, {
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width: '880px',
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maxWidth: '96vw',
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maxHeight: '92vh',
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autoFocus: false,
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panelClass: 'cert-preview-dialog',
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data
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});
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}
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downloadCertificate(r: BalanceCertificateRecord): void {
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downloadBalanceCertificatePdf(r, this.asOnDate);
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this.snack.open(`Balance Certificate (${r.accountNo}) downloaded.`, 'OK', { duration: 2400 });
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}
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}
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function todayIso(): string {
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const d = new Date();
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const pad = (n: number) => String(n).padStart(2, '0');
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return `${d.getFullYear()}-${pad(d.getMonth() + 1)}-${pad(d.getDate())}`;
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}
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// ───────────────────── Mock seed (top-level export) ─────────────────────
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export function seedBalanceCertificates(): BalanceCertificateRecord[] {
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return [
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{
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accountNo: 'SB10029384',
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customerId: 'CUST112233',
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customerName: 'Rohan S. Mehta',
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customerPan: 'ABCPM1234E',
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customerAddress: 'Flat 902, Skyline Apt, Andheri (E), Mumbai 400069',
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branch: 'Mumbai — Andheri (E)',
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accountType: 'SAVINGS',
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productName: 'Savings — Premium',
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openedOn: '2018-04-22',
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availableBalance: 482500,
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ledgerBalance: 482500,
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accruedInterest: 1820,
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interestRate: 3.5,
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jointHolders: 'Priya Mehta'
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},
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{
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accountNo: 'CA20034112',
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customerId: 'CUST334455',
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customerName: 'Anita Verma',
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customerPan: 'EFGHV5678A',
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customerAddress: 'B-12, Connaught Pl, New Delhi 110001',
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branch: 'New Delhi — Connaught Place',
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accountType: 'CURRENT',
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productName: 'Current — Business',
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openedOn: '2019-08-11',
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availableBalance: 1245300,
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ledgerBalance: 1245300,
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accruedInterest: 0
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},
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{
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accountNo: 'FD50200077',
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customerId: 'CUST556677',
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customerName: 'Karthik Rao',
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customerPan: 'PQRSR2233Z',
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customerAddress: '24, MG Road, Bengaluru 560001',
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branch: 'Bengaluru — MG Road',
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accountType: 'FIXED_DEPOSIT',
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productName: 'FD — Senior 18 months',
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openedOn: '2024-02-15',
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availableBalance: 500000,
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ledgerBalance: 526500,
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accruedInterest: 26500,
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interestRate: 7.25
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},
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{
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accountNo: 'RD60012345',
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customerId: 'CUST667788',
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customerName: 'Lakshmi Naidu',
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customerPan: 'XYZAN7788Q',
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customerAddress: 'Plot 14, Road No. 3, Banjara Hills, Hyderabad 500034',
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branch: 'Hyderabad — Banjara Hills',
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accountType: 'RD',
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productName: 'Recurring Deposit — 24m',
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openedOn: '2023-08-18',
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availableBalance: 180000,
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ledgerBalance: 188750,
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accruedInterest: 8750,
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interestRate: 6.85
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},
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{
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accountNo: 'NRE70010023',
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customerId: 'CUST889900',
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customerName: 'Vikram Joshi',
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customerPan: 'LMNOJ9988X',
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customerAddress: 'Office 3B, Koregaon Park Road, Pune 411001',
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branch: 'Pune — Koregaon Park',
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accountType: 'NRE',
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productName: 'NRE Savings — Premium',
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openedOn: '2020-11-05',
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availableBalance: 3850000,
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ledgerBalance: 3850000,
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accruedInterest: 12400,
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interestRate: 3.5
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},
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{
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accountNo: 'SB88990022',
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customerId: 'CUST990011',
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customerName: 'Arjun Banerjee',
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customerPan: 'TUVWB4455F',
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customerAddress: '42, Park Street, Kolkata 700016',
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branch: 'Kolkata — Park Street',
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accountType: 'SAVINGS',
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productName: 'Savings — Regular',
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openedOn: '2021-09-08',
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availableBalance: 92300,
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ledgerBalance: 92300,
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accruedInterest: 450,
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interestRate: 3.0
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}
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];
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}
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