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

2026-10-20 17:23:42 +05:30
parent 3e5cc26e49
commit 357f666421
108 changed files with 15001 additions and 2721 deletions
@@ -26,6 +26,62 @@
      </div>
    </div>

+    <!-- One branch's part of a transfer between branches: say so, name both branches, link the other part -->
+    @if (interBranch) {
+      <div class="txn-interbranch">
+        <div class="txn-interbranch__icon"><fa-icon icon="link"></fa-icon></div>
+        <div class="txn-interbranch__body">
+          <div class="txn-interbranch__title">
+            Inter-branch transfer
+            <span class="txn-interbranch__voucher">{{ interBranch.voucherNo }}</span>
+          </div>
+          <div class="txn-interbranch__route">
+            <strong>{{ branchesOf(interBranch.from) }}</strong>
+            <span class="txn-interbranch__arrow">→</span>
+            <strong>{{ branchesOf(interBranch.to) }}</strong>
+            <span class="txn-interbranch__amount">{{ interBranch.amount | formatNumber }}</span>
+          </div>
+          <div class="txn-interbranch__text">
+            This is the <strong>{{ thisBranchPart?.branchName }}</strong> branch's part of the transfer. Each branch
+            posts its own part, and the two are joined through Liability Transfer Suspense (200901), so they cancel out
+            across the bank.
+          </div>
+          <div class="txn-interbranch__legs">
+            @for (leg of interBranch.from; track leg.accountNo) {
+              <span class="txn-interbranch__leg"
+                ><b>From</b> {{ leg.accountNo }} · {{ leg.accountName }} ({{ leg.branchName }})</span
+              >
+            }
+            @for (leg of interBranch.to; track leg.accountNo) {
+              <span class="txn-interbranch__leg"
+                ><b>To</b> {{ leg.accountNo }} · {{ leg.accountName }} ({{ leg.branchName }})</span
+              >
+            }
+          </div>
+          @if (interBranch.raisedBy) {
+            <div class="txn-interbranch__text">
+              Raised by <strong>{{ interBranch.raisedBy }}</strong> on {{ interBranch.raisedAt | datetimeFormat }},
+              approved by <strong>{{ interBranch.approvedBy }}</strong> on
+              {{ interBranch.approvedAt | datetimeFormat }}.
+            </div>
+          }
+          <div class="txn-interbranch__text">
+            @for (part of otherBranchParts; track part.transactionId) {
+              The <strong>{{ part.branchName }}</strong> part:
+              <button type="button" class="txn-interbranch__link" (click)="openTransaction(part.transactionId)">
+                {{ part.transactionId }}
+              </button>
+            }
+          </div>
+          <div class="txn-interbranch__warn">
+            <fa-icon icon="exclamation-triangle" class="m-r-6"></fa-icon>
+            Do not revert one branch's part on its own: the other branch's part would stay and the books would not
+            balance.
+          </div>
+        </div>
+      </div>
+    }
+
    <!-- Transaction Info Cards -->
    @if (isViewTransaction()) {
      @if (dataSource) {
@@ -515,3 +515,95 @@ $shadow: 0 2px 12px rgb(0 0 0 / 8%);
  text-overflow: ellipsis;
  vertical-align: middle;
 }
+
+/* One branch's part of a transfer between branches. */
+.txn-interbranch {
+  display: flex;
+  align-items: flex-start;
+  gap: 14px;
+  margin: 0 0 16px;
+  padding: 14px 18px;
+  border: 1px solid #fcd34d;
+  border-left: 4px solid #f59e0b;
+  border-radius: 10px;
+  background: #fffbeb;
+  color: #78350f;
+
+  &__icon {
+    flex-shrink: 0;
+    margin-top: 2px;
+    font-size: 18px;
+    color: #d97706;
+  }
+
+  &__body {
+    display: flex;
+    flex-direction: column;
+    gap: 6px;
+    min-width: 0;
+  }
+
+  &__title {
+    font-size: 13px;
+    font-weight: 800;
+    letter-spacing: 0.03em;
+    text-transform: uppercase;
+  }
+
+  &__voucher {
+    margin-left: 8px;
+    padding: 1px 8px;
+    border-radius: 10px;
+    background: #fde68a;
+    font-size: 11px;
+    letter-spacing: 0.02em;
+  }
+
+  &__route {
+    font-size: 17px;
+  }
+
+  &__arrow {
+    margin: 0 8px;
+    color: #d97706;
+  }
+
+  &__amount {
+    margin-left: 12px;
+    padding: 1px 10px;
+    border-radius: 10px;
+    background: #fde68a;
+    font-size: 14px;
+    font-weight: 700;
+  }
+
+  &__text {
+    font-size: 13px;
+    line-height: 1.5;
+  }
+
+  &__legs {
+    display: flex;
+    flex-direction: column;
+    gap: 2px;
+    font-size: 13px;
+  }
+
+  &__link {
+    padding: 0;
+    border: 0;
+    background: none;
+    color: #b45309;
+    font-family: monospace;
+    font-size: 13px;
+    font-weight: 700;
+    text-decoration: underline;
+    cursor: pointer;
+  }
+
+  &__warn {
+    font-size: 12.5px;
+    font-weight: 600;
+    color: #b91c1c;
+  }
+}
@@ -9,7 +9,8 @@
 import { Component, OnInit, ViewChild, inject } from '@angular/core';
 import { ViewJournalEntryComponent } from '../view-journal-entry/view-journal-entry.component';
 import { MatDialog } from '@angular/material/dialog';
-import { ActivatedRoute } from '@angular/router';
+import { ActivatedRoute, Router } from '@angular/router';
+import { AccountingService } from 'app/accounting/accounting.service';
 import { MatSort, MatSortHeader } from '@angular/material/sort';
 import { MatPaginator } from '@angular/material/paginator';
 import {
@@ -26,6 +27,8 @@ import {
  MatRow
 } from '@angular/material/table';
 import { Location, NgClass } from '@angular/common';
+import { catchError } from 'rxjs/operators';
+import { of } from 'rxjs';
 import { FaIconComponent } from '@fortawesome/angular-fontawesome';
 import { DateFormatPipe } from '../../../pipes/date-format.pipe';
 import { DatetimeFormatPipe } from '../../../pipes/datetime-format.pipe';
@@ -63,7 +66,9 @@ import { MatTooltipModule } from '@angular/material/tooltip';
  ]
 })
 export class ViewJournalEntryTransactionComponent implements OnInit {
+  private accountingService = inject(AccountingService);
  private route = inject(ActivatedRoute);
+  private router = inject(Router);
  dialog = inject(MatDialog);
  private location = inject(Location);

@@ -90,6 +95,8 @@ export class ViewJournalEntryTransactionComponent implements OnInit {

  isJournalEntryLoaded = false;
  isManualJournalEntry = false;
+  /** Set when this ledger transaction is one branch's part of a transfer between branches (the whole transfer, both branches). */
+  interBranch: any = null;

  ngOnInit() {
    this.route.data.subscribe((data: { title: string; transaction: any; transferJournalEntryData: any }) => {
@@ -101,6 +108,7 @@ export class ViewJournalEntryTransactionComponent implements OnInit {
          this.isJournalEntryLoaded = true;
          this.transactionId = data.transaction.pageItems[0].transactionId;
          this.isManualJournalEntry = data.transaction.pageItems[0].manualEntry;
+          this.loadInterBranchTransfer();
        }
      } else if (this.isViewTransfer()) {
        this.journalEntriesData = data.transferJournalEntryData.journalEntryData.content;
@@ -110,6 +118,36 @@ export class ViewJournalEntryTransactionComponent implements OnInit {
    });
  }

+  private loadInterBranchTransfer(): void {
+    this.interBranch = null;
+    this.accountingService
+      .getInterBranchTransfer(this.transactionId)
+      .pipe(catchError(() => of(null)))
+      .subscribe((transfer: any) => (this.interBranch = transfer?.interBranch ? transfer : null));
+  }
+
+  /** This transaction's own branch part of the inter-branch transfer. */
+  get thisBranchPart(): any {
+    return this.interBranch?.parts?.find((part: any) => part.transactionId === this.transactionId) ?? null;
+  }
+
+  /** The other branches' parts of the same transfer, each its own ledger transaction. */
+  get otherBranchParts(): any[] {
+    return (this.interBranch?.parts ?? []).filter((part: any) => part.transactionId !== this.transactionId);
+  }
+
+  /** Distinct branch names among the accounts on one side of the transfer. */
+  branchesOf(legs: any[]): string {
+    return [...new Set((legs ?? []).map((leg: any) => leg.branchName).filter((name: string) => !!name))].join(', ');
+  }
+
+  openTransaction(transactionId: string): void {
+    this.router.navigate([
+      '/accounting/journal-entries/transactions/view',
+      transactionId
+    ]);
+  }
+
  isViewTransaction(): boolean {
    return this.title === 'View Transaction';
  }