feat: add nominee, auto-debit, charges UI for SB/CA/FD/RD accounts; enforce required fields
- SB/CA/FD/RD Currency Step: add Nomination Facility toggle with multi-nominee form (NomineeFormComponent), auto-debit facility toggle, dormancy alert panel - SB/CA/FD/RD Preview Step: display nominees list, auto-debit status, dormancy info - FD/RD create component: validate Deposit Tenure, Monthly Installment (RD), and Customer Segment are filled before submit; show clear alert messages on missing fields - FD account details step: remove duplicate Currency section (already shown in Currency & Account Status Configuration step) - CA/SB create component: handle duplicate externalId API error with user-friendly alert instead of raw error display Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Nitesh Yadav
co-authored by
Claude Sonnet 4.6
Claude Sonnet 4.6
parent
37ac15f42c
commit
3df7d100df
@@ -95,7 +95,7 @@
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[savingsAccountTermsForm]="savingsAccountTermsForm"
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[savingsAccount]="savingsAccount"
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[savingsAccountDigital]="savingsAccountDigital"
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[savingsAccountNominee]="savingsAccountNominee"
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[savingsAccountNominees]="savingsAccountCurrencyStep?.nominees ?? []"
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(submitEvent)="submit()"
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>
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</mifosx-savings-account-preview-step>
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@@ -107,10 +107,6 @@ export class CreateSavingsAccountComponent {
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return this.savingsAccountDigitalStep?.savingsAccountDigital ?? null;
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}
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get savingsAccountNominee() {
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return this.savingsAccountCurrencyStep?.liveNomineeData ?? null;
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}
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submit() {
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const detailsStep = this.savingsAccountDetailsStep;
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if (detailsStep.selectedAccountStatus === 'JOINT' && detailsStep.totalJointSharePercentage !== 100) {
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@@ -120,6 +116,23 @@ export class CreateSavingsAccountComponent {
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});
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return;
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}
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if (
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this.savingsAccountProductTemplate?.nominationFacility &&
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(this.savingsAccountCurrencyStep?.nominees ?? []).length === 0
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) {
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this.alertService.alert({
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type: 'Error',
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message: 'Nomination Facility is enabled for this product. Please add at least one nominee before submitting.'
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});
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return;
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}
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if (this.savingsAccountProductTemplate?.introducerRequired && !this.savingsAccountDetailsStep.introducerId) {
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this.alertService.alert({
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type: 'Error',
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message: 'Introducer is required for this product. Please select an introducer before submitting.'
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});
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return;
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}
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const locale = this.settingsService.language.code;
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const dateFormat = this.settingsService.dateFormat;
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const monthDayFormat = 'dd MMMM';
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@@ -143,27 +156,45 @@ export class CreateSavingsAccountComponent {
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savingsAccount.groupId = this.savingsAccountTemplate.groupId;
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}
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const nominee = this.savingsAccountNominee;
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if (nominee) {
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savingsAccount.nominee = {
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nomineeClientId: nominee.nomineeClientId,
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nominationType: nominee.nominationType,
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relationshipId: nominee.relationshipId,
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percentageShare: nominee.percentageShare,
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nomineeIsMinor: nominee.nomineeIsMinor,
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...(nominee.guardianClientId ? { guardianClientId: nominee.guardianClientId } : {}),
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remarks: nominee.remarks
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};
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const nominees = this.savingsAccountCurrencyStep?.nominees ?? [];
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if (nominees.length > 0) {
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savingsAccount.nominees = nominees.map((n: any) => ({
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nomineeClientId: n.nomineeClientId,
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nominationType: n.nominationType,
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relationshipId: n.relationshipId,
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percentageShare: n.percentageShare,
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nomineeIsMinor: n.nomineeIsMinor,
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...(n.guardianClientId ? { guardianClientId: n.guardianClientId } : {}),
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remarks: n.remarks
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}));
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}
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this.savingsService.createSavingsAccount(savingsAccount).subscribe((response: any) => {
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this.router.navigate(
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[
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'../',
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response.resourceId
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],
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{ relativeTo: this.route }
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);
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this.savingsService.createSavingsAccount(savingsAccount).subscribe({
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next: (response: any) => {
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this.router.navigate(
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[
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'../',
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response.resourceId
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],
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{ relativeTo: this.route }
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);
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},
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error: (error: any) => {
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const errorCode =
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error?.error?.errors?.[0]?.userMessageGlobalisationCode ?? error?.error?.userMessageGlobalisationCode;
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if (errorCode === 'error.msg.savings.account.duplicate.product.for.client') {
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this.alertService.alert({
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type: 'Error',
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message:
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'This client already has an active account with the selected product. Please choose a different product.'
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});
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} else if (errorCode === 'error.msg.savingsaccount.duplicate.externalId') {
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this.alertService.alert({
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type: 'Error',
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message: 'An account with this External ID already exists. Please use a unique External ID.'
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});
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}
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}
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});
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}
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}
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+71
-14
@@ -39,21 +39,78 @@
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<mifosx-dormancy-alert-panel [productTemplate]="savingsAccountProductTemplate"></mifosx-dormancy-alert-panel>
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}
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<div class="sac-alert">
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<div class="sac-alert__content">
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<h4>Nomination Facility</h4>
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<p>Allow account holders to designate individuals to receive funds in the event of account holder's death.</p>
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</div>
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<span class="sac-badge" [class.sac-badge--yes]="savingsAccountProductTemplate?.nominationFacility">
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{{ savingsAccountProductTemplate?.nominationFacility ? 'Yes' : 'No' }}
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</span>
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</div>
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<!-- ── NOMINEES ── -->
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@if (savingsAccountProductTemplate?.nominationFacility) {
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<mifosx-nominee-form
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[primaryClientId]="primaryClientId"
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[showActions]="false"
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(nomineeChange)="onNomineeChange($event)"
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></mifosx-nominee-form>
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<div class="nom-section">
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<div class="nom-header">
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<div class="nom-header__left">
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<i class="fas fa-user-friends"></i>
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<span>Nominees</span>
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</div>
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<div class="nom-header__right">
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<span class="nom-share-badge" [class.nom-share-badge--full]="totalShare === 100">
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{{ totalShare }}% / 100%
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</span>
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</div>
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</div>
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<!-- Nominees added so far -->
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@if (nominees.length > 0) {
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<div class="nom-list">
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@for (nom of nominees; track nom.nomineeClientId; let i = $index) {
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<div class="nom-item">
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<div class="nom-item__info">
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<span class="nom-item__name">{{ nom.nomineeDisplayName }}</span>
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<span class="nom-item__meta">{{ nom.relationshipName }} • {{ nom.percentageShare }}% share</span>
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@if (nom.nomineeIsMinor) {
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<span class="nom-item__minor">Minor — Guardian: {{ nom.guardianDisplayName }}</span>
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}
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</div>
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<button type="button" class="nom-remove-btn" (click)="removeNominee(i)">
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<i class="fas fa-times"></i>
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</button>
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</div>
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}
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</div>
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}
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<!-- Add nominee button -->
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@if (canAddMore && !showNomineeForm) {
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<button type="button" class="nom-add-btn" (click)="showNomineeForm = true">
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<i class="fas fa-plus"></i>
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Add Nominee
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@if (nominees.length > 0) {
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<span class="nom-add-btn__hint">({{ remainingShare }}% remaining)</span>
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}
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</button>
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}
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@if (totalShare === 100) {
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<div class="nom-complete"><i class="fas fa-check-circle"></i> Nominee allocation complete (100%)</div>
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}
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<!-- Nominee form -->
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@if (showNomineeForm) {
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<div class="nom-form-wrap">
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@if (nomineeError) {
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<div class="nom-error"><i class="fas fa-exclamation-triangle"></i> {{ nomineeError }}</div>
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}
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<mifosx-nominee-form
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[primaryClientId]="primaryClientId"
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[showActions]="false"
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(nomineeChange)="onNomineeChange($event)"
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></mifosx-nominee-form>
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<div class="nom-form-actions">
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<button type="button" class="nom-cancel-btn" (click)="showNomineeForm = false; nomineeError = ''">
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Cancel
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</button>
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<button type="button" class="nom-confirm-btn" (click)="addNominee()">
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<i class="fas fa-plus"></i> Add
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</button>
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</div>
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</div>
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}
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</div>
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}
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</div>
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</div>
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+213
@@ -114,3 +114,216 @@ $gray-900: #202124;
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border-color: #bbf7d0;
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}
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}
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/* ── Nominees ── */
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.nom-section {
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margin-top: 16px;
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border: 1px solid #e2e8f0;
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border-radius: 10px;
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overflow: hidden;
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}
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.nom-header {
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display: flex;
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align-items: center;
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justify-content: space-between;
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padding: 10px 16px;
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background: #f8fafc;
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border-bottom: 1px solid #e2e8f0;
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&__left {
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display: flex;
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align-items: center;
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gap: 8px;
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font-size: 13px;
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font-weight: 700;
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color: #334155;
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i {
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color: #1d4ed8;
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font-size: 12px;
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}
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}
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}
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.nom-share-badge {
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font-size: 11px;
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font-weight: 700;
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padding: 3px 10px;
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border-radius: 999px;
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background: #e0e7ff;
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color: #3730a3;
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border: 1px solid #c7d2fe;
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&--full {
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background: #dcfce7;
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color: #15803d;
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border-color: #bbf7d0;
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}
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}
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.nom-list {
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display: flex;
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flex-direction: column;
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gap: 0;
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}
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.nom-item {
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display: flex;
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align-items: center;
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justify-content: space-between;
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padding: 10px 16px;
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border-bottom: 1px dashed #e2e8f0;
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&__info {
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display: flex;
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flex-direction: column;
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gap: 2px;
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}
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&__name {
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font-size: 13px;
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font-weight: 600;
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color: #0f172a;
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}
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&__meta {
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font-size: 11px;
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color: #64748b;
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}
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&__minor {
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font-size: 11px;
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color: #b45309;
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}
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}
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.nom-remove-btn {
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width: 28px;
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height: 28px;
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border-radius: 50%;
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border: 1px solid #fecaca;
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background: #fee2e2;
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color: #b91c1c;
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cursor: pointer;
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display: flex;
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align-items: center;
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justify-content: center;
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font-size: 11px;
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flex-shrink: 0;
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transition: background 0.15s;
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&:hover {
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background: #fecaca;
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}
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}
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.nom-add-btn {
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display: flex;
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align-items: center;
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gap: 8px;
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width: 100%;
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padding: 10px 16px;
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background: #fff;
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border: none;
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border-top: 1px dashed #e2e8f0;
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color: #1d4ed8;
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font-size: 13px;
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font-weight: 600;
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cursor: pointer;
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transition: background 0.15s;
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i {
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font-size: 11px;
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}
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&__hint {
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font-size: 11px;
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color: #64748b;
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margin-left: 4px;
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}
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&:hover {
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background: #eff6ff;
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}
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}
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.nom-complete {
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padding: 10px 16px;
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font-size: 12px;
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font-weight: 600;
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color: #15803d;
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background: #f0fdf4;
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border-top: 1px solid #bbf7d0;
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i {
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margin-right: 6px;
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}
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}
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.nom-form-wrap {
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padding: 16px;
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background: #f8fafc;
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border-top: 1px solid #e2e8f0;
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}
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.nom-error {
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padding: 8px 12px;
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margin-bottom: 12px;
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background: #fee2e2;
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border: 1px solid #fecaca;
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border-radius: 6px;
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color: #b91c1c;
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font-size: 12px;
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font-weight: 600;
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i {
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margin-right: 6px;
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}
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}
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.nom-form-actions {
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display: flex;
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gap: 10px;
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justify-content: flex-end;
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margin-top: 14px;
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}
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.nom-cancel-btn {
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padding: 7px 18px;
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border-radius: 7px;
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border: 1px solid #e2e8f0;
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background: #fff;
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color: #64748b;
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font-size: 13px;
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font-weight: 600;
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cursor: pointer;
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font-family: inherit;
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&:hover {
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background: #f1f5f9;
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}
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}
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.nom-confirm-btn {
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display: flex;
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align-items: center;
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gap: 6px;
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padding: 7px 18px;
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border-radius: 7px;
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border: none;
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background: #1d4ed8;
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color: #fff;
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font-size: 13px;
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font-weight: 600;
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cursor: pointer;
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font-family: inherit;
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i {
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font-size: 11px;
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}
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&:hover {
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background: #1e40af;
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}
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}
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+41
-4
@@ -26,13 +26,50 @@ export class SavingsAccountCurrencyStepComponent {
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@Input() primaryClientId: number | null = null;
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@ViewChild(NomineeFormComponent) nomineeFormComp: NomineeFormComponent;
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nomineeData: any = null;
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nominees: any[] = [];
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pendingNominee: any = null;
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showNomineeForm = false;
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nomineeError = '';
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get totalShare(): number {
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return this.nominees.reduce((sum, n) => sum + (+n.percentageShare || 0), 0);
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}
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get remainingShare(): number {
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return 100 - this.totalShare;
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}
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get canAddMore(): boolean {
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return this.totalShare < 100;
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}
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onNomineeChange(event: any): void {
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this.nomineeData = event;
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this.pendingNominee = event;
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this.nomineeError = '';
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}
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get liveNomineeData(): any {
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return this.nomineeFormComp?.currentNomineeData ?? this.nomineeData;
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addNominee(): void {
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const data = this.nomineeFormComp?.currentNomineeData ?? this.pendingNominee;
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if (!data?.nomineeClientId) {
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this.nomineeError = 'Please select a nominee before adding.';
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return;
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}
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if (this.nominees.some((n) => n.nomineeClientId === data.nomineeClientId)) {
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this.nomineeError = 'This person is already added as a nominee.';
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return;
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}
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const newTotal = this.totalShare + (+data.percentageShare || 0);
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if (newTotal > 100) {
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this.nomineeError = `Total share cannot exceed 100%. Remaining: ${this.remainingShare}%`;
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return;
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}
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this.nominees.push({ ...data });
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this.pendingNominee = null;
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this.showNomineeForm = false;
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this.nomineeError = '';
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}
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removeNominee(index: number): void {
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this.nominees.splice(index, 1);
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}
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}
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+40
-65
@@ -473,78 +473,53 @@
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}
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<!-- ══ 7. Nominee Details (if filled) ═══════════════════════════ -->
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@if (savingsAccountNominee) {
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@if (savingsAccountNominees?.length > 0) {
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<div class="preview-section">
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<div class="preview-section__header">
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<i class="fas fa-user-shield preview-section__icon"></i>
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<span class="preview-section__title">Nominee Details</span>
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<span class="preview-section__badge">{{ savingsAccountNominee?.nominationType || 'DA1' }}</span>
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<span class="preview-section__badge">{{ savingsAccountNominees.length }} Nominee(s)</span>
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</div>
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<div class="preview-body">
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<div class="preview-grid preview-grid--three">
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<div class="preview-field">
|
||||
<span class="preview-label">Name</span>
|
||||
<span class="preview-value">{{ savingsAccountNominee?.nomineeDisplayName || '—' }}</span>
|
||||
@for (nom of savingsAccountNominees; track nom.nomineeClientId; let i = $index) {
|
||||
@if (i > 0) {
|
||||
<hr class="preview-nom-divider" />
|
||||
}
|
||||
<div class="preview-grid preview-grid--three">
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Name</span>
|
||||
<span class="preview-value">{{ nom.nomineeDisplayName || '—' }}</span>
|
||||
</div>
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Client ID</span>
|
||||
<span class="preview-value preview-mono">{{ nom.nomineeClientId || '—' }}</span>
|
||||
</div>
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Relationship</span>
|
||||
<span class="preview-value">{{ nom.relationshipName || '—' }}</span>
|
||||
</div>
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Share %</span>
|
||||
<span class="preview-value">{{ nom.percentageShare ?? '—' }}%</span>
|
||||
</div>
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Minor</span>
|
||||
<span class="preview-value">{{ nom.nomineeIsMinor ? 'Yes' : 'No' }}</span>
|
||||
</div>
|
||||
@if (nom.guardianDisplayName) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Guardian</span>
|
||||
<span class="preview-value">{{ nom.guardianDisplayName }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (nom.remarks) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Remarks</span>
|
||||
<span class="preview-value">{{ nom.remarks }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Client ID</span>
|
||||
<span class="preview-value preview-mono">{{ savingsAccountNominee?.nomineeClientId || '—' }}</span>
|
||||
</div>
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Relationship</span>
|
||||
<span class="preview-value">{{ savingsAccountNominee?.relationshipName || '—' }}</span>
|
||||
</div>
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Share %</span>
|
||||
<span class="preview-value">{{ savingsAccountNominee?.percentageShare ?? '—' }}%</span>
|
||||
</div>
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Minor</span>
|
||||
<span class="preview-value">{{ savingsAccountNominee?.nomineeIsMinor ? 'Yes' : 'No' }}</span>
|
||||
</div>
|
||||
@if (savingsAccountNominee?.nomineeDateOfBirth) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Date of Birth</span>
|
||||
<span class="preview-value">{{ savingsAccountNominee?.nomineeDateOfBirth | dateFormat }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (savingsAccountNominee?.nomineeMobileNo) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Mobile No</span>
|
||||
<span class="preview-value preview-mono">{{ savingsAccountNominee?.nomineeMobileNo }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (savingsAccountNominee?.nomineeAadhaar) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Aadhaar</span>
|
||||
<span class="preview-value preview-mono">{{ savingsAccountNominee?.nomineeAadhaar }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (savingsAccountNominee?.nomineePan) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">PAN</span>
|
||||
<span class="preview-value preview-mono">{{ savingsAccountNominee?.nomineePan }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (savingsAccountNominee?.guardianDisplayName) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Guardian</span>
|
||||
<span class="preview-value">{{ savingsAccountNominee?.guardianDisplayName }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (savingsAccountNominee?.guardianClientId) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Guardian Client ID</span>
|
||||
<span class="preview-value preview-mono">{{ savingsAccountNominee?.guardianClientId }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (savingsAccountNominee?.remarks) {
|
||||
<div class="preview-field">
|
||||
<span class="preview-label">Remarks</span>
|
||||
<span class="preview-value">{{ savingsAccountNominee?.remarks }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
+2
-2
@@ -90,8 +90,8 @@ export class SavingsAccountPreviewStepComponent implements OnChanges {
|
||||
@Input() savingsAccount: any;
|
||||
/** Digital facilities — user-modified values from digital step */
|
||||
@Input() savingsAccountDigital: any;
|
||||
/** Nominee data from currency step */
|
||||
@Input() savingsAccountNominee: any;
|
||||
/** Nominees list from currency step */
|
||||
@Input() savingsAccountNominees: any[] = [];
|
||||
/** active Client Members in case of GSIM Account */
|
||||
@Input() activeClientMembers?: any;
|
||||
|
||||
|
||||
Reference in New Issue
Block a user