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>
2026-05-19 10:09:06 +05:30
parent 4322f37c6d
commit 325228c514
138 changed files with 27473 additions and 3997 deletions
@@ -0,0 +1,171 @@
+<!--
+  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="cert-root">
+  <div class="cert-head">
+    <div class="cert-head-l">
+      <fa-icon icon="file-signature" class="cert-head-ic"></fa-icon>
+      <div>
+        <h2 class="cert-head-t">Form 15G &amp; 15H</h2>
+        <div class="cert-head-s">
+          TDS-waiver declarations for FD / RD interest income —
+          <strong>15G</strong> for individuals below 60 years, <strong>15H</strong> for senior citizens (60+).
+        </div>
+      </div>
+    </div>
+  </div>
+
+  <!-- KPI strip -->
+  <div class="cert-kpis">
+    <div class="cert-kpi cert-kpi--blue">
+      <fa-icon icon="user" class="cert-kpi-ic"></fa-icon>
+      <div>
+        <div class="cert-kpi-n">{{ count15G() | number }}</div>
+        <div class="cert-kpi-l">Form 15G (under 60)</div>
+      </div>
+    </div>
+    <div class="cert-kpi cert-kpi--amber">
+      <fa-icon icon="user-tie" class="cert-kpi-ic"></fa-icon>
+      <div>
+        <div class="cert-kpi-n">{{ count15H() | number }}</div>
+        <div class="cert-kpi-l">Form 15H (60+)</div>
+      </div>
+    </div>
+    <div class="cert-kpi cert-kpi--green">
+      <fa-icon icon="check-circle" class="cert-kpi-ic"></fa-icon>
+      <div>
+        <div class="cert-kpi-n">{{ countFiled() | number }}</div>
+        <div class="cert-kpi-l">Filed this FY</div>
+      </div>
+    </div>
+    <div class="cert-kpi cert-kpi--teal">
+      <fa-icon icon="coins" class="cert-kpi-ic"></fa-icon>
+      <div>
+        <div class="cert-kpi-n">₹{{ totalInterest() | number: '1.0-0' }}</div>
+        <div class="cert-kpi-l">Projected Interest</div>
+      </div>
+    </div>
+  </div>
+
+  <!-- Filters -->
+  <div class="cert-filters">
+    <div class="cert-filter">
+      <label>Customer / Customer ID / PAN</label>
+      <div class="cert-input-ic">
+        <fa-icon icon="search"></fa-icon>
+        <input type="text" [(ngModel)]="search" placeholder="e.g. CUST556677 or customer name" />
+      </div>
+    </div>
+
+    <div class="cert-filter">
+      <label>Form</label>
+      <select [(ngModel)]="kindFilter">
+        <option value="">Both forms</option>
+        <option value="15G">15G — Under 60</option>
+        <option value="15H">15H — Senior citizens (60+)</option>
+      </select>
+    </div>
+
+    <div class="cert-filter">
+      <label>Status</label>
+      <select [(ngModel)]="statusFilter">
+        <option value="">All statuses</option>
+        <option value="FILED">Filed</option>
+        <option value="PENDING">Pending</option>
+      </select>
+    </div>
+
+    @if (search || kindFilter || statusFilter) {
+      <button type="button" class="cert-clear" (click)="clearFilters()"><fa-icon icon="times"></fa-icon> Clear</button>
+    }
+  </div>
+
+  <!-- Table -->
+  <div class="cert-card">
+    <div class="cert-table-wrap">
+      <table class="cert-table">
+        <thead>
+          <tr>
+            <th>Customer · PAN</th>
+            <th>Form</th>
+            <th>Age</th>
+            <th>Branch</th>
+            <th class="num">Deposit Principal</th>
+            <th class="num">Est. Interest ({{ records[0]?.fy }})</th>
+            <th>Status</th>
+            <th class="col-actions">Actions</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (r of filteredRecords; track r.customerId) {
+            <tr>
+              <td>
+                <div class="cert-cust-name">{{ r.customerName }}</div>
+                <div class="mono small muted">{{ r.customerId }} · PAN {{ r.customerPan }}</div>
+                <div class="small muted">DOB {{ r.dob | date: 'd MMM y' }}</div>
+              </td>
+              <td>
+                <span
+                  class="cert-pill"
+                  [class.cert-pill--blue]="formKind(r) === '15G'"
+                  [class.cert-pill--amber]="formKind(r) === '15H'"
+                >
+                  Form {{ formKind(r) }}
+                </span>
+              </td>
+              <td class="small">{{ age(r.dob) }} yrs</td>
+              <td class="small">{{ r.branch }}</td>
+              <td class="num">₹{{ r.depositPrincipal | number: '1.0-0' }}</td>
+              <td class="num">
+                <strong class="cert-interest">₹{{ r.estimatedInterest | number: '1.0-0' }}</strong>
+              </td>
+              <td>
+                @if (r.status === 'FILED') {
+                  <span class="cert-pill cert-pill--green"> <fa-icon icon="check-circle"></fa-icon> Filed </span>
+                  @if (r.filedOn) {
+                    <div class="mono small muted">{{ r.filedOn | date: 'd MMM y' }}</div>
+                  }
+                } @else {
+                  <span class="cert-pill cert-pill--amber"> <fa-icon icon="hourglass-half"></fa-icon> Pending </span>
+                }
+              </td>
+              <td class="col-actions">
+                <div class="cert-row-actions">
+                  <button
+                    type="button"
+                    class="cert-icon-btn primary"
+                    (click)="viewCertificate(r)"
+                    matTooltip="View / Print declaration"
+                  >
+                    <fa-icon icon="eye"></fa-icon>
+                  </button>
+                  <button
+                    type="button"
+                    class="cert-icon-btn"
+                    (click)="downloadCertificate(r)"
+                    matTooltip="Download PDF"
+                  >
+                    <fa-icon icon="download"></fa-icon>
+                  </button>
+                </div>
+              </td>
+            </tr>
+          }
+          @if (filteredRecords.length === 0) {
+            <tr>
+              <td colspan="8" class="cert-empty">
+                <fa-icon icon="info-circle"></fa-icon>
+                No declarations match the current filters.
+              </td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  </div>
+</div>
@@ -0,0 +1,241 @@
+/**
+ * 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, OnInit } from '@angular/core';
+import { CommonModule } from '@angular/common';
+import { FormsModule } from '@angular/forms';
+import { FaIconComponent } from '@fortawesome/angular-fontawesome';
+import { MatDialog } from '@angular/material/dialog';
+import { MatSnackBar } from '@angular/material/snack-bar';
+import { MatTooltip } from '@angular/material/tooltip';
+import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
+
+import {
+  CertificatePreviewDialogComponent,
+  CertificatePreviewDialogData
+} from '../certificate-preview-dialog/certificate-preview-dialog.component';
+import { downloadForm15ghPdf } from '../certificate-pdf';
+
+export type Form15Kind = '15G' | '15H';
+export type Form15Status = 'FILED' | 'PENDING';
+
+export interface Form15ghRecord {
+  customerId: string;
+  customerName: string;
+  customerPan: string;
+  customerAddress: string;
+  dob: string;
+  branch: string;
+  /** Aggregate interest the bank will pay this FY. */
+  estimatedInterest: number;
+  /** Customer's total estimated income for the FY. */
+  estimatedIncome: number;
+  /** Sum of FD / RD principals tied to the declaration. */
+  depositPrincipal: number;
+  fy: string;
+  status: Form15Status;
+  filedOn?: string;
+  /** "Yes / No" for: has any income tax been assessed for the customer
+      under the IT Act in the past six years? */
+  assessed: boolean;
+}
+
+@Component({
+  selector: 'mifosx-form-15gh',
+  templateUrl: './form-15gh.component.html',
+  styleUrls: ['../certificates.shared.scss'],
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    CommonModule,
+    FormsModule,
+    FaIconComponent,
+    MatTooltip
+  ]
+})
+export class Form15ghComponent implements OnInit {
+  private dialog = inject(MatDialog);
+  private snack = inject(MatSnackBar);
+
+  // ── Filters ──
+  search = '';
+  /** Which form. Empty = both. */
+  kindFilter: '' | Form15Kind = '';
+  statusFilter: '' | Form15Status = '';
+
+  records: Form15ghRecord[] = [];
+
+  ngOnInit(): void {
+    this.records = seedForm15gh();
+  }
+
+  /** Compute age in years from DoB. */
+  age(dob: string): number {
+    if (!dob) return 0;
+    const today = new Date();
+    const birth = new Date(dob);
+    let age = today.getFullYear() - birth.getFullYear();
+    const m = today.getMonth() - birth.getMonth();
+    if (m < 0 || (m === 0 && today.getDate() < birth.getDate())) age--;
+    return age;
+  }
+
+  /** 15H once 60+, 15G otherwise. */
+  formKind(r: Form15ghRecord): Form15Kind {
+    return this.age(r.dob) >= 60 ? '15H' : '15G';
+  }
+
+  get filteredRecords(): Form15ghRecord[] {
+    const q = this.search.trim().toLowerCase();
+    return this.records.filter((r) => {
+      if (this.kindFilter && this.formKind(r) !== this.kindFilter) return false;
+      if (this.statusFilter && r.status !== this.statusFilter) return false;
+      if (!q) return true;
+      return (
+        r.customerName.toLowerCase().includes(q) ||
+        r.customerId.toLowerCase().includes(q) ||
+        r.customerPan.toLowerCase().includes(q)
+      );
+    });
+  }
+
+  count15G(): number {
+    return this.records.filter((r) => this.formKind(r) === '15G').length;
+  }
+
+  count15H(): number {
+    return this.records.filter((r) => this.formKind(r) === '15H').length;
+  }
+
+  countFiled(): number {
+    return this.records.filter((r) => r.status === 'FILED').length;
+  }
+
+  totalInterest(): number {
+    return this.filteredRecords.reduce((s, r) => s + r.estimatedInterest, 0);
+  }
+
+  clearFilters(): void {
+    this.search = '';
+    this.kindFilter = '';
+    this.statusFilter = '';
+  }
+
+  viewCertificate(r: Form15ghRecord): void {
+    const data: CertificatePreviewDialogData = {
+      kind: 'form15gh',
+      form15gh: { record: r, kind: this.formKind(r), age: this.age(r.dob) }
+    };
+    this.dialog.open(CertificatePreviewDialogComponent, {
+      width: '880px',
+      maxWidth: '96vw',
+      maxHeight: '92vh',
+      autoFocus: false,
+      panelClass: 'cert-preview-dialog',
+      data
+    });
+  }
+
+  downloadCertificate(r: Form15ghRecord): void {
+    downloadForm15ghPdf(r, this.formKind(r));
+    this.snack.open(`Form ${this.formKind(r)} for ${r.customerName} downloaded.`, 'OK', { duration: 2400 });
+  }
+}
+
+// ───────────────────── Mock seed (top-level export) ─────────────────────
+export function seedForm15gh(): Form15ghRecord[] {
+  return [
+    {
+      customerId: 'CUST112233',
+      customerName: 'Rohan S. Mehta',
+      customerPan: 'ABCPM1234E',
+      customerAddress: 'Flat 902, Skyline Apt, Andheri (E), Mumbai 400069',
+      dob: '1985-02-14',
+      branch: 'Mumbai — Andheri (E)',
+      estimatedInterest: 38500,
+      estimatedIncome: 850000,
+      depositPrincipal: 500000,
+      fy: 'FY 2025-26',
+      status: 'FILED',
+      filedOn: '2025-04-10',
+      assessed: true
+    },
+    {
+      customerId: 'CUST556677',
+      customerName: 'Karthik Rao',
+      customerPan: 'PQRSR2233Z',
+      customerAddress: '24, MG Road, Bengaluru 560001',
+      dob: '1972-09-04',
+      branch: 'Bengaluru — MG Road',
+      estimatedInterest: 52800,
+      estimatedIncome: 320000,
+      depositPrincipal: 700000,
+      fy: 'FY 2025-26',
+      status: 'PENDING',
+      assessed: false
+    },
+    {
+      customerId: 'CUST667788',
+      customerName: 'Lakshmi Naidu',
+      customerPan: 'XYZAN7788Q',
+      customerAddress: 'Plot 14, Road No. 3, Banjara Hills, Hyderabad 500034',
+      dob: '1958-06-22',
+      branch: 'Hyderabad — Banjara Hills',
+      estimatedInterest: 88200,
+      estimatedIncome: 410000,
+      depositPrincipal: 1200000,
+      fy: 'FY 2025-26',
+      status: 'FILED',
+      filedOn: '2025-04-15',
+      assessed: true
+    },
+    {
+      customerId: 'CUST334455',
+      customerName: 'Anita Verma',
+      customerPan: 'EFGHV5678A',
+      customerAddress: 'B-12, Connaught Pl, New Delhi 110001',
+      dob: '1962-11-30',
+      branch: 'New Delhi — Connaught Place',
+      estimatedInterest: 64500,
+      estimatedIncome: 280000,
+      depositPrincipal: 900000,
+      fy: 'FY 2025-26',
+      status: 'FILED',
+      filedOn: '2025-04-05',
+      assessed: false
+    },
+    {
+      customerId: 'CUST990011',
+      customerName: 'Arjun Banerjee',
+      customerPan: 'TUVWB4455F',
+      customerAddress: '42, Park Street, Kolkata 700016',
+      dob: '1991-07-19',
+      branch: 'Kolkata — Park Street',
+      estimatedInterest: 14200,
+      estimatedIncome: 620000,
+      depositPrincipal: 200000,
+      fy: 'FY 2025-26',
+      status: 'PENDING',
+      assessed: true
+    },
+    {
+      customerId: 'CUST330044',
+      customerName: 'Madhavi Singh',
+      customerPan: 'TUVWS3344K',
+      customerAddress: 'D-5, Greater Kailash, New Delhi 110048',
+      dob: '1955-03-08',
+      branch: 'New Delhi — Connaught Place',
+      estimatedInterest: 145000,
+      estimatedIncome: 320000,
+      depositPrincipal: 2000000,
+      fy: 'FY 2025-26',
+      status: 'FILED',
+      filedOn: '2025-04-02',
+      assessed: false
+    }
+  ];
+}