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KYC management: stage-wise notices, pagination, RD base chart

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This commit is contained in:
keshav
2026-10-20 17:23:42 +05:30
parent 3e5cc26e49
commit 357f666421
108 changed files with 15001 additions and 2721 deletions
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src/app/clerk/disbursement-review/disbursement-review.component.html
+42 -3
View File
@@ -102,6 +102,27 @@
</div>
}
<!-- Money moving between branches: the approver must see it before approving -->
@if (isInterBranch) {
<div class="dri-interbranch">
<mat-icon>alt_route</mat-icon>
<div>
<div class="dri-interbranch__title">Inter-branch transfer</div>
<div class="dri-interbranch__text">
@if (branchNames(drEntries) && branchNames(crEntries)) {
Money moves from <strong>{{ branchNames(drEntries) }}</strong> to
<strong>{{ branchNames(crEntries) }}</strong
>.
} @else {
These accounts are held at different branches: <strong>{{ branchNames(creditEntries) }}</strong
>.
}
Each account is posted in its own branch's books. Check the accounts before approving.
</div>
</div>
</div>
}
<!-- Bank Transfer summary card (replaces GL card) -->
@if (isBankTransferMode) {
<div class="dri-card">
@@ -154,6 +175,7 @@
<th>Account No</th>
<th>Account Name</th>
<th>Type</th>
<th>Branch</th>
<th class="num">{{ isCollectionMode ? 'Amount (DR)' : 'Amount (CR)' }}</th>
</tr>
</thead>
@@ -166,11 +188,16 @@
<td>
<span class="dri-type-badge">{{ accountTypeLabel(entry.accountType) }}</span>
</td>
<td>
<span class="dri-branch-badge" [class.dri-branch-badge--cross]="isInterBranch">{{
entry.officeName || '—'
}}</span>
</td>
<td class="num dri-cr-amount">₹{{ entry.amount | number: '1.2-2' }}</td>
</tr>
}
<tr class="dri-cr-total-row">
<td colspan="4" class="dri-cr-total-label">{{ isCollectionMode ? 'Total Debit' : 'Total Credit' }}</td>
<td colspan="5" class="dri-cr-total-label">{{ isCollectionMode ? 'Total Debit' : 'Total Credit' }}</td>
<td class="num dri-cr-total-amount">₹{{ totalCreditAmount() | number: '1.2-2' }}</td>
</tr>
</tbody>
@@ -192,6 +219,7 @@
<th>Account No</th>
<th>Account Name</th>
<th>Type</th>
<th>Branch</th>
<th class="num">Amount (DR)</th>
</tr>
</thead>
@@ -204,11 +232,16 @@
<td>
<span class="dri-type-badge">{{ accountTypeLabel(entry.accountType) }}</span>
</td>
<td>
<span class="dri-branch-badge" [class.dri-branch-badge--cross]="isInterBranch">{{
entry.officeName || '—'
}}</span>
</td>
<td class="num dri-cr-amount">₹{{ entry.amount | number: '1.2-2' }}</td>
</tr>
}
<tr class="dri-cr-total-row">
<td colspan="4" class="dri-cr-total-label">Total Debit</td>
<td colspan="5" class="dri-cr-total-label">Total Debit</td>
<td class="num dri-cr-total-amount">₹{{ totalDebitAmount() | number: '1.2-2' }}</td>
</tr>
</tbody>
@@ -228,6 +261,7 @@
<th>Account No</th>
<th>Account Name</th>
<th>Type</th>
<th>Branch</th>
<th class="num">Amount (CR)</th>
</tr>
</thead>
@@ -240,11 +274,16 @@
<td>
<span class="dri-type-badge">{{ accountTypeLabel(entry.accountType) }}</span>
</td>
<td>
<span class="dri-branch-badge" [class.dri-branch-badge--cross]="isInterBranch">{{
entry.officeName || '—'
}}</span>
</td>
<td class="num dri-cr-amount">₹{{ entry.amount | number: '1.2-2' }}</td>
</tr>
}
<tr class="dri-cr-total-row">
<td colspan="4" class="dri-cr-total-label">Total Credit</td>
<td colspan="5" class="dri-cr-total-label">Total Credit</td>
<td class="num dri-cr-total-amount">₹{{ totalCreditAmount() | number: '1.2-2' }}</td>
</tr>
</tbody>
src/app/clerk/disbursement-review/disbursement-review.component.scss
+51
View File
@@ -534,3 +534,54 @@ $shadow-md: 0 4px 16px rgb(0 0 0 / 9%);
font-family: 'Courier New', monospace;
letter-spacing: 0.02em;
}
/* A leg's branch. Amber on every leg when the request moves money between branches, neutral otherwise. */
.dri-branch-badge {
display: inline-flex;
align-items: center;
padding: 3px 10px;
border-radius: 20px;
background: #f1f5f9;
border: 1px solid #cbd5e1;
font-size: 11px;
font-weight: 700;
color: #475569;
&--cross {
background: #fffbeb;
border-color: #fcd34d;
color: #92400e;
}
}
/* Shown above the summary when the accounts are at different branches. */
.dri-interbranch {
display: flex;
align-items: flex-start;
gap: 12px;
margin: 0 0 12px;
padding: 12px 16px;
border: 1px solid #fcd34d;
border-left: 4px solid #f59e0b;
border-radius: 8px;
background: #fffbeb;
color: #78350f;
mat-icon {
flex-shrink: 0;
color: #d97706;
}
&__title {
font-size: 13px;
font-weight: 800;
letter-spacing: 0.02em;
text-transform: uppercase;
}
&__text {
margin-top: 2px;
font-size: 13px;
line-height: 1.5;
}
}
src/app/clerk/disbursement-review/disbursement-review.component.ts
+16
View File
@@ -25,6 +25,9 @@ interface CreditEntry {
accountType: string;
amount: number;
dbCr?: string;
/** The branch the account is held at; absent for a GL leg or when the server could not resolve it. */
officeId?: number | null;
officeName?: string | null;
}
@Component({
@@ -167,6 +170,19 @@ export class DisbursementReviewComponent implements OnInit {
return this.creditEntries.filter((e) => e.dbCr !== 'Dr');
}
/**
* True when the accounts in this request are held at more than one branch, so money moves between branches. The
* approver has to see that before approving: it is booked in each branch's own books.
*/
get isInterBranch(): boolean {
return new Set(this.creditEntries.filter((e) => e.officeId != null).map((e) => e.officeId)).size > 1;
}
/** Distinct branch names among the given legs, in order, e.g. for "Head Office" or "Head Office, bhopal". */
branchNames(entries: CreditEntry[]): string {
return [...new Set(entries.map((e) => e.officeName).filter((name): name is string => !!name))].join(', ');
}
totalCreditAmount(): number {
const entries = this.isCollectionMode ? this.drEntries : this.crEntries;
return entries.reduce((sum, e) => sum + (e.amount ?? 0), 0);