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 +1,164 @@
+<!--
+  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">
+  <!-- HEADER -->
+  <div class="cert-head">
+    <div class="cert-head-l">
+      <fa-icon icon="certificate" class="cert-head-ic"></fa-icon>
+      <div>
+        <h2 class="cert-head-t">Share Certificate</h2>
+        <div class="cert-head-s">
+          Issue, preview and download member share certificates with folio + share-number range.
+        </div>
+      </div>
+    </div>
+  </div>
+
+  <!-- KPI STRIP -->
+  <div class="cert-kpis">
+    <div class="cert-kpi cert-kpi--blue">
+      <fa-icon icon="certificate" class="cert-kpi-ic"></fa-icon>
+      <div>
+        <div class="cert-kpi-n">{{ filteredRecords.length | number }}</div>
+        <div class="cert-kpi-l">Certificates</div>
+      </div>
+    </div>
+    <div class="cert-kpi cert-kpi--teal">
+      <fa-icon icon="cube" class="cert-kpi-ic"></fa-icon>
+      <div>
+        <div class="cert-kpi-n">{{ totalShares() | number }}</div>
+        <div class="cert-kpi-l">Shares Held</div>
+      </div>
+    </div>
+    <div class="cert-kpi cert-kpi--green">
+      <fa-icon icon="coins" class="cert-kpi-ic"></fa-icon>
+      <div>
+        <div class="cert-kpi-n">₹{{ totalShareValue() | number: '1.0-0' }}</div>
+        <div class="cert-kpi-l">Total Face Value</div>
+      </div>
+    </div>
+  </div>
+
+  <!-- FILTERS -->
+  <div class="cert-filters">
+    <div class="cert-filter">
+      <label>Certificate / Folio / Member / PAN</label>
+      <div class="cert-input-ic">
+        <fa-icon icon="search"></fa-icon>
+        <input type="text" [(ngModel)]="search" placeholder="e.g. SC-2024-000123 or member name" />
+      </div>
+    </div>
+
+    <div class="cert-filter">
+      <label>Share class</label>
+      <select [(ngModel)]="classFilter">
+        <option value="">All classes</option>
+        @for (o of classOptions; track o.value) {
+          <option [value]="o.value">{{ o.label }}</option>
+        }
+      </select>
+    </div>
+
+    <div class="cert-filter">
+      <label>Branch</label>
+      <select [(ngModel)]="branchFilter">
+        <option value="">All branches</option>
+        @for (b of branchOptions; track b) {
+          <option [value]="b">{{ b }}</option>
+        }
+      </select>
+    </div>
+
+    @if (search || classFilter || branchFilter) {
+      <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>Member · Folio</th>
+            <th>Certificate No.</th>
+            <th>Class</th>
+            <th>Branch</th>
+            <th class="num">Shares</th>
+            <th class="num">Face Value</th>
+            <th class="num">Total</th>
+            <th>Share Nos.</th>
+            <th>Issued</th>
+            <th class="col-actions">Actions</th>
+          </tr>
+        </thead>
+        <tbody>
+          @for (r of filteredRecords; track r.certificateNo) {
+            <tr>
+              <td>
+                <div class="cert-cust-name">{{ r.memberName }}</div>
+                <div class="mono small muted">
+                  {{ r.memberId }} · Folio <span class="cert-folio">{{ r.folioNo }}</span> · PAN {{ r.memberPan }}
+                </div>
+              </td>
+              <td class="mono">{{ r.certificateNo }}</td>
+              <td>
+                <span
+                  class="cert-pill"
+                  [class.cert-pill--blue]="r.shareClass === 'ORDINARY'"
+                  [class.cert-pill--amber]="r.shareClass === 'PREFERENCE'"
+                >
+                  {{ classLabel(r.shareClass) }}
+                </span>
+              </td>
+              <td class="small">{{ r.branch }}</td>
+              <td class="num">
+                <strong class="cert-shares">{{ r.shareCount | number }}</strong>
+              </td>
+              <td class="num">₹{{ r.faceValue | number: '1.0-0' }}</td>
+              <td class="num">
+                <strong>₹{{ r.shareCount * r.faceValue | number: '1.0-0' }}</strong>
+              </td>
+              <td class="mono small">{{ r.shareNoFrom }}&ndash;{{ r.shareNoTo }}</td>
+              <td class="small">{{ r.issueDate | date: 'd MMM y' }}</td>
+              <td class="col-actions">
+                <div class="cert-row-actions">
+                  <button
+                    type="button"
+                    class="cert-icon-btn primary"
+                    (click)="viewCertificate(r)"
+                    matTooltip="View / Print certificate"
+                  >
+                    <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="10" class="cert-empty">
+                <fa-icon icon="info-circle"></fa-icon>
+                No share certificates match the current filters.
+              </td>
+            </tr>
+          }
+        </tbody>
+      </table>
+    </div>
+  </div>
+</div>
@@ -0,0 +1,263 @@
+/**
+ * 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 { downloadShareCertificatePdf } from '../certificate-pdf';
+
+export type ShareClass = 'ORDINARY' | 'PREFERENCE';
+
+export interface ShareCertificateRecord {
+  certificateNo: string;
+  folioNo: string;
+  memberId: string;
+  memberName: string;
+  memberPan: string;
+  memberAddress: string;
+  branch: string;
+  joiningDate: string;
+  shareClass: ShareClass;
+  shareCount: number;
+  faceValue: number;
+  issueDate: string;
+  /** Distinct numeric range of share numbers held (e.g. 1001–1100). */
+  shareNoFrom: number;
+  shareNoTo: number;
+  /** Total dividend received since joining. */
+  dividendYtd: number;
+}
+
+@Component({
+  selector: 'mifosx-share-certificate',
+  templateUrl: './share-certificate.component.html',
+  styleUrls: ['../certificates.shared.scss'],
+  imports: [
+    ...STANDALONE_SHARED_IMPORTS,
+    CommonModule,
+    FormsModule,
+    FaIconComponent,
+    MatTooltip
+  ]
+})
+export class ShareCertificateComponent implements OnInit {
+  private dialog = inject(MatDialog);
+  private snack = inject(MatSnackBar);
+
+  // ── Filters ──
+  search = '';
+  classFilter: '' | ShareClass = '';
+  branchFilter = '';
+
+  records: ShareCertificateRecord[] = [];
+
+  readonly classOptions: { value: ShareClass; label: string }[] = [
+    { value: 'ORDINARY', label: 'Ordinary' },
+    { value: 'PREFERENCE', label: 'Preference' }
+  ];
+
+  ngOnInit(): void {
+    this.records = seedShareCertificates();
+  }
+
+  // ── Derived list ──
+  get filteredRecords(): ShareCertificateRecord[] {
+    const q = this.search.trim().toLowerCase();
+    const branch = this.branchFilter.trim().toLowerCase();
+    return this.records.filter((r) => {
+      if (this.classFilter && r.shareClass !== this.classFilter) return false;
+      if (branch && !r.branch.toLowerCase().includes(branch)) return false;
+      if (!q) return true;
+      return (
+        r.certificateNo.toLowerCase().includes(q) ||
+        r.folioNo.toLowerCase().includes(q) ||
+        r.memberId.toLowerCase().includes(q) ||
+        r.memberName.toLowerCase().includes(q) ||
+        r.memberPan.toLowerCase().includes(q)
+      );
+    });
+  }
+
+  get branchOptions(): string[] {
+    return Array.from(new Set(this.records.map((r) => r.branch))).sort();
+  }
+
+  classLabel(c: ShareClass): string {
+    return this.classOptions.find((o) => o.value === c)?.label || c;
+  }
+
+  totalShares(): number {
+    return this.filteredRecords.reduce((s, r) => s + r.shareCount, 0);
+  }
+
+  totalShareValue(): number {
+    return this.filteredRecords.reduce((s, r) => s + r.shareCount * r.faceValue, 0);
+  }
+
+  // ── Actions ──
+  clearFilters(): void {
+    this.search = '';
+    this.classFilter = '';
+    this.branchFilter = '';
+  }
+
+  viewCertificate(r: ShareCertificateRecord): void {
+    const data: CertificatePreviewDialogData = {
+      kind: 'share',
+      shareCertificate: r
+    };
+    this.dialog.open(CertificatePreviewDialogComponent, {
+      width: '880px',
+      maxWidth: '96vw',
+      maxHeight: '92vh',
+      autoFocus: false,
+      panelClass: 'cert-preview-dialog',
+      data
+    });
+  }
+
+  downloadCertificate(r: ShareCertificateRecord): void {
+    downloadShareCertificatePdf(r);
+    this.snack.open(`Share Certificate ${r.certificateNo} downloaded.`, 'OK', { duration: 2400 });
+  }
+}
+
+// ───────────────────── Mock seed (top-level export) ─────────────────────
+export function seedShareCertificates(): ShareCertificateRecord[] {
+  return [
+    {
+      certificateNo: 'SC-2024-000123',
+      folioNo: 'F-00482',
+      memberId: 'MBR000482',
+      memberName: 'Rohan S. Mehta',
+      memberPan: 'ABCPM1234E',
+      memberAddress: 'Flat 902, Skyline Apt, Andheri (E), Mumbai 400069',
+      branch: 'Mumbai — Andheri (E)',
+      joiningDate: '2018-04-22',
+      shareClass: 'ORDINARY',
+      shareCount: 100,
+      faceValue: 100,
+      issueDate: '2018-04-22',
+      shareNoFrom: 48201,
+      shareNoTo: 48300,
+      dividendYtd: 7200
+    },
+    {
+      certificateNo: 'SC-2024-000124',
+      folioNo: 'F-00713',
+      memberId: 'MBR000713',
+      memberName: 'Anita Verma',
+      memberPan: 'EFGHV5678A',
+      memberAddress: 'B-12, Connaught Pl, New Delhi 110001',
+      branch: 'New Delhi — Connaught Place',
+      joiningDate: '2019-08-11',
+      shareClass: 'ORDINARY',
+      shareCount: 50,
+      faceValue: 100,
+      issueDate: '2019-08-11',
+      shareNoFrom: 71301,
+      shareNoTo: 71350,
+      dividendYtd: 3000
+    },
+    {
+      certificateNo: 'SC-2024-000125',
+      folioNo: 'F-01102',
+      memberId: 'MBR001102',
+      memberName: 'Karthik Rao',
+      memberPan: 'PQRSR2233Z',
+      memberAddress: '24, MG Road, Bengaluru 560001',
+      branch: 'Bengaluru — MG Road',
+      joiningDate: '2020-02-04',
+      shareClass: 'ORDINARY',
+      shareCount: 200,
+      faceValue: 100,
+      issueDate: '2020-02-04',
+      shareNoFrom: 110201,
+      shareNoTo: 110400,
+      dividendYtd: 14400
+    },
+    {
+      certificateNo: 'SC-2024-000126',
+      folioNo: 'F-01277',
+      memberId: 'MBR001277',
+      memberName: 'Madhavi Singh',
+      memberPan: 'TUVWS3344K',
+      memberAddress: 'D-5, Greater Kailash, New Delhi 110048',
+      branch: 'New Delhi — Connaught Place',
+      joiningDate: '2017-11-19',
+      shareClass: 'PREFERENCE',
+      shareCount: 75,
+      faceValue: 1000,
+      issueDate: '2017-11-19',
+      shareNoFrom: 12721,
+      shareNoTo: 12795,
+      dividendYtd: 67500
+    },
+    {
+      certificateNo: 'SC-2024-000127',
+      folioNo: 'F-01498',
+      memberId: 'MBR001498',
+      memberName: 'Vikram Joshi',
+      memberPan: 'LMNOJ9988X',
+      memberAddress: 'Office 3B, Koregaon Park Road, Pune 411001',
+      branch: 'Pune — Koregaon Park',
+      joiningDate: '2016-06-30',
+      shareClass: 'PREFERENCE',
+      shareCount: 250,
+      faceValue: 1000,
+      issueDate: '2016-06-30',
+      shareNoFrom: 14981,
+      shareNoTo: 15230,
+      dividendYtd: 225000
+    },
+    {
+      certificateNo: 'SC-2024-000128',
+      folioNo: 'F-01902',
+      memberId: 'MBR001902',
+      memberName: 'Lakshmi Naidu',
+      memberPan: 'XYZAN7788Q',
+      memberAddress: 'Plot 14, Road No. 3, Banjara Hills, Hyderabad 500034',
+      branch: 'Hyderabad — Banjara Hills',
+      joiningDate: '2021-03-15',
+      shareClass: 'ORDINARY',
+      shareCount: 30,
+      faceValue: 100,
+      issueDate: '2021-03-15',
+      shareNoFrom: 190201,
+      shareNoTo: 190230,
+      dividendYtd: 1800
+    },
+    {
+      certificateNo: 'SC-2024-000129',
+      folioNo: 'F-02011',
+      memberId: 'MBR002011',
+      memberName: 'Arjun Banerjee',
+      memberPan: 'TUVWB4455F',
+      memberAddress: '42, Park Street, Kolkata 700016',
+      branch: 'Kolkata — Park Street',
+      joiningDate: '2021-09-08',
+      shareClass: 'ORDINARY',
+      shareCount: 40,
+      faceValue: 100,
+      issueDate: '2021-09-08',
+      shareNoFrom: 201101,
+      shareNoTo: 201140,
+      dividendYtd: 2400
+    }
+  ];
+}