saving , current and RD account code update

This commit is contained in:
Nitesh Yadav
2026-04-22 18:45:16 +05:30
79 changed files with 7637 additions and 1745 deletions
@@ -1,4 +1,4 @@
<!--
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
@@ -61,14 +61,14 @@
@if (CurrentProduct.effectiveTo) {
<div class="flex-100 layout-row">
<span class="flex-40">Effective To:</span>
<span class="flex-60">{{ CurrentProduct.effectiveTo }}</span>
<span class="flex-60">{{ CurrentProduct.effectiveTo | dateFormat }}</span>
</div>
}
@if (CurrentProduct.endDate) {
<div class="flex-100 layout-row">
<span class="flex-40">End Date:</span>
<span class="flex-60">{{ CurrentProduct.endDate }}</span>
<span class="flex-60">{{ CurrentProduct.endDate | dateFormat }}</span>
</div>
}
@@ -181,7 +181,7 @@
@if (CurrentProduct.lastInterestDate) {
<div class="flex-100 layout-row">
<span class="flex-40">Last Interest Date:</span>
<span class="flex-60">{{ CurrentProduct.lastInterestDate }}</span>
<span class="flex-60">{{ CurrentProduct.lastInterestDate | dateFormat }}</span>
</div>
}
@@ -1,4 +1,4 @@
/**
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
@@ -24,6 +24,7 @@ import {
} from '@angular/material/table';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { FindPipe } from '../../../../pipes/find.pipe';
import { DateFormatPipe } from '../../../../pipes/date-format.pipe';
import { FormatNumberPipe } from '../../../../pipes/format-number.pipe';
import { YesnoPipe } from '../../../../pipes/yesno.pipe';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@@ -47,6 +48,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
MatRow,
FaIconComponent,
FindPipe,
DateFormatPipe,
FormatNumberPipe,
YesnoPipe
]
@@ -100,11 +100,6 @@
<span>Account Closed with Zero Balance in Day Closing</span>
</mat-checkbox>
</div>
<div class="sps-toggle sps-toggle--inline">
<mat-checkbox formControlName="withHoldTax">
<span>Withhold Tax is Applicable</span>
</mat-checkbox>
</div>
</div>
</div>
@@ -54,7 +54,6 @@ export class CurrentProductSettingsStepComponent implements OnInit {
withdrawalFeeForTransfers: this.CurrentProductsTemplate.withdrawalFeeForTransfers,
enforceMinRequiredBalance: this.CurrentProductsTemplate.enforceMinRequiredBalance,
minRequiredBalance: this.CurrentProductsTemplate.minRequiredBalance,
withHoldTax: this.CurrentProductsTemplate.withHoldTax ?? false,
balanceFrequency: isEditing ? this.CurrentProductsTemplate.balanceFrequency || defaultPeriod : defaultPeriod,
enableLockinPeriod: !!(
this.CurrentProductsTemplate.lockinPeriodFrequency && this.CurrentProductsTemplate.lockinPeriodFrequency > 0
@@ -107,7 +106,6 @@ export class CurrentProductSettingsStepComponent implements OnInit {
'',
[Validators.min(0)]
],
withHoldTax: [false],
balanceFrequency: ['Monthly'],
enableLockinPeriod: [false],
lockinPeriodFrequency: [''],
@@ -159,6 +157,8 @@ export class CurrentProductSettingsStepComponent implements OnInit {
get CurrentProductSettings() {
const formValue = { ...this.CurrentProductSettingsForm.value };
delete formValue.withHoldTax;
if (!formValue.allowOverdraft) {
delete formValue.overdraftLimit;
delete formValue.nominalAnnualInterestRateOverdraft;
@@ -75,21 +75,21 @@
@if (currentProduct.effectiveDate) {
<div class="flex-100 layout-row">
<span class="flex-40">Effective Date:</span>
<span class="flex-60">{{ currentProduct.effectiveDate }}</span>
<span class="flex-60">{{ currentProduct.effectiveDate | dateFormat }}</span>
</div>
}
@if (currentProduct.effectiveTo) {
<div class="flex-100 layout-row">
<span class="flex-40">Effective To:</span>
<span class="flex-60">{{ currentProduct.effectiveTo }}</span>
<span class="flex-60">{{ currentProduct.effectiveTo | dateFormat }}</span>
</div>
}
@if (currentProduct.endDate) {
<div class="flex-100 layout-row">
<span class="flex-40">End Date:</span>
<span class="flex-60">{{ currentProduct.endDate }}</span>
<span class="flex-60">{{ currentProduct.endDate | dateFormat }}</span>
</div>
}
@@ -208,7 +208,7 @@
@if (currentProduct.lastInterestDate) {
<div class="flex-100 layout-row">
<span class="flex-40">Last Interest Date:</span>
<span class="flex-60">{{ currentProduct.lastInterestDate }}</span>
<span class="flex-60">{{ currentProduct.lastInterestDate | dateFormat }}</span>
</div>
}
@@ -23,6 +23,7 @@ import {
MatRow
} from '@angular/material/table';
import { ViewSavingsAccountingDetailsComponent } from '../../../../shared/accounting/view-savings-accounting-details/view-savings-accounting-details.component';
import { DateFormatPipe } from '../../../../pipes/date-format.pipe';
import { FormatNumberPipe } from '../../../../pipes/format-number.pipe';
import { YesnoPipe } from '../../../../pipes/yesno.pipe';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@@ -46,6 +47,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
MatRowDef,
MatRow,
ViewSavingsAccountingDetailsComponent,
DateFormatPipe,
FormatNumberPipe,
YesnoPipe
]
@@ -150,11 +150,11 @@ export class EditRecurringDepositProductComponent {
this.recurringDepositProductTermsForm.valid &&
this.recurringDepositProductSettingsForm.valid &&
this.recurringDepositProductAccountingForm.valid &&
(this.recurringDepositProductDetailsForm.pristine ||
this.recurringDepositProductCurrencyForm.pristine ||
this.recurringDepositProductTermsForm.pristine ||
this.recurringDepositProductSettingsForm.pristine ||
this.recurringDepositProductAccountingForm.pristine)
(!this.recurringDepositProductDetailsForm.pristine ||
!this.recurringDepositProductCurrencyForm.pristine ||
!this.recurringDepositProductTermsForm.pristine ||
!this.recurringDepositProductSettingsForm.pristine ||
!this.recurringDepositProductAccountingForm.pristine)
);
}
@@ -1,4 +1,4 @@
<!--
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
@@ -7,10 +7,10 @@
-->
<div class="responsive-column">
<!-- ── Product Name ── -->
<!-- ── Product Name ── -->
<h2 class="mat-h2 flex-100">{{ recurringDepositProduct.name }}</h2>
<!-- ── Details ── -->
<!-- ── Details ── -->
<mat-divider class="flex-100"></mat-divider>
<h3 class="mat-h3 flex-100">{{ 'labels.inputs.Details' | translate }}</h3>
<mat-divider class="flex-100"></mat-divider>
@@ -27,7 +27,7 @@
</div>
}
<!-- ── Product Classification ── -->
<!-- ── Product Classification ── -->
@if (
recurringDepositProduct.accountType ||
recurringDepositProduct.customerSegment ||
@@ -63,14 +63,14 @@
@if (recurringDepositProduct.effectiveTo) {
<div class="flex-100 layout-row">
<span class="flex-40">Effective To:</span>
<span class="flex-60">{{ recurringDepositProduct.effectiveTo }}</span>
<span class="flex-60">{{ recurringDepositProduct.effectiveTo | dateFormat }}</span>
</div>
}
@if (recurringDepositProduct.endDate) {
<div class="flex-100 layout-row">
<span class="flex-40">End Date:</span>
<span class="flex-60">{{ recurringDepositProduct.endDate }}</span>
<span class="flex-60">{{ recurringDepositProduct.endDate | dateFormat }}</span>
</div>
}
@@ -93,7 +93,7 @@
}
}
<!-- ── Currency ── -->
<!-- ── Currency ── -->
<h3 class="mat-h3 flex-100">{{ 'labels.inputs.Currency' | translate }}</h3>
<mat-divider class="flex-100"></mat-divider>
@@ -144,7 +144,7 @@
</div>
}
<!-- ── Terms ── -->
<!-- ── Terms ── -->
<h3 class="mat-h3 flex-100">{{ 'labels.inputs.Terms' | translate }}</h3>
<mat-divider class="flex-100"></mat-divider>
@@ -169,11 +169,22 @@
}}</span>
</div>
@if (recurringDepositProduct.interestCalculateSelector) {
<div class="flex-100 layout-row">
<span class="flex-40">{{ 'labels.inputs.Interest Calculation Type' | translate }}:</span>
<span class="flex-60">{{
recurringDepositProduct.interestCalculateSelector
| find: recurringDepositProductsTemplate.interestCalculationTypeOption : 'id' : 'value'
}}</span>
</div>
}
<div class="flex-100 layout-row">
<span class="flex-40">{{ 'labels.inputs.Interest Calculated using' | translate }}:</span>
<span class="flex-60">{{
recurringDepositProduct.interestCalculationType
| find: recurringDepositProductsTemplate.interestCalculationTypeOptions : 'id' : 'value'
| translateKey: 'catalogs'
}}</span>
</div>
@@ -188,7 +199,7 @@
@if (recurringDepositProduct.effectiveDate) {
<div class="flex-100 layout-row">
<span class="flex-40">Effective Date:</span>
<span class="flex-60">{{ recurringDepositProduct.effectiveDate }}</span>
<span class="flex-60">{{ recurringDepositProduct.effectiveDate | dateFormat }}</span>
</div>
}
@@ -218,11 +229,11 @@
@if (recurringDepositProduct.lastInterestDate) {
<div class="flex-100 layout-row">
<span class="flex-40">Last Interest Date:</span>
<span class="flex-60">{{ recurringDepositProduct.lastInterestDate }}</span>
<span class="flex-60">{{ recurringDepositProduct.lastInterestDate | dateFormat }}</span>
</div>
}
<!-- ── Settings ── -->
<!-- ── Settings ── -->
<h3 class="mat-h3 flex-100">{{ 'labels.heading.Settings' | translate }}</h3>
<mat-divider class="flex-100"></mat-divider>
@@ -313,7 +324,7 @@
</div>
}
<!-- ── Interest Rate Slabs ── -->
<!-- ── Interest Rate Slabs ── -->
@if (recurringDepositProduct.rdSlabs?.length) {
<h3 class="mat-h3 flex-100">{{ 'labels.heading.Interest Rate Charts' | translate }}</h3>
<mat-divider class="flex-100"></mat-divider>
@@ -334,7 +345,7 @@
</ng-container>
<ng-container matColumnDef="toPeriod">
<th mat-header-cell *matHeaderCellDef>To</th>
<td mat-cell *matCellDef="let slab">{{ slab.toPeriod ?? '—' }}</td>
<td mat-cell *matCellDef="let slab">{{ slab.toPeriod ?? '—' }}</td>
</ng-container>
<ng-container matColumnDef="periodTypeLabel">
<th mat-header-cell *matHeaderCellDef>Period</th>
@@ -352,7 +363,7 @@
</div>
}
<!-- ── Charges ── -->
<!-- ── Charges ── -->
@if (recurringDepositProduct.charges?.length) {
<div class="layout-row-wrap responsive-column flex-100">
<h3 class="mat-h3 flex-100">{{ 'labels.inputs.Charges' | translate }}</h3>
@@ -380,7 +391,7 @@
</div>
}
<!-- ── Accounting ── -->
<!-- ── Accounting ── -->
<h3 class="mat-h3 flex-100">{{ 'labels.heading.Accounting' | translate }}</h3>
<mat-divider class="flex-100"></mat-divider>
@@ -54,14 +54,22 @@
<mat-form-field appearance="outline" class="rdpt-field">
<mat-label>{{ 'labels.inputs.Interest Calculation Type' | translate }}</mat-label>
<mat-select
formControlName="interestCalculationType"
formControlName="interestCalculateSelector"
matTooltip="{{ 'tooltips.The method used to calculate interest' | translate }}"
required
>
@for (interestCalculationType of interestCalculationTypeOptionData; track interestCalculationType.id) {
<mat-option [value]="interestCalculationType.id">
{{ interestCalculationType.value | translateKey: 'catalogs' }}
</mat-option>
@for (opt of interestCalculationTypeOptionData; track opt.id) {
<mat-option [value]="opt.id">{{ opt.value }}</mat-option>
}
</mat-select>
</mat-form-field>
</div>
<div class="rdpt-grid rdpt-grid--three">
<mat-form-field appearance="outline" class="rdpt-field">
<mat-label>Interest Calculate</mat-label>
<mat-select formControlName="interestCalculationType" required>
@for (mode of interestCalculationTypeData; track mode.id) {
<mat-option [value]="mode.id">{{ mode.value | translateKey: 'catalogs' }}</mat-option>
}
</mat-select>
<mat-error>
@@ -69,19 +77,8 @@
<strong>{{ 'labels.commons.required' | translate }}</strong>
</mat-error>
</mat-form-field>
</div>
<div class="rdpt-grid rdpt-grid--three">
<mat-form-field appearance="outline" class="rdpt-field">
<mat-label>Interest Calculate</mat-label>
<mat-select formControlName="interestCalculateSelector" required>
@for (mode of interestCalculationTypeData; track mode.id) {
<mat-option [value]="mode.id">{{ mode.value }}</mat-option>
}
</mat-select>
</mat-form-field>
@if (recurringDepositProductTermsForm.value.interestCalculateSelector === 2) {
@if (recurringDepositProductTermsForm.value.interestCalculationType === 2) {
<mat-form-field appearance="outline" class="rdpt-field">
<mat-label>Average Period</mat-label>
<mat-select formControlName="averagePeriod">
@@ -142,7 +139,7 @@
</mat-form-field>
</div>
@if (recurringDepositProductTermsForm.value.interestCalculateSelector === 1) {
@if (recurringDepositProductTermsForm.value.interestCalculationType === 1) {
<div class="rdpt-note">
<span>⚠️</span>
<span
@@ -49,10 +49,10 @@ export class RecurringDepositProductTermsStepComponent implements OnInit {
ngOnInit() {
this.interestCompoundingPeriodTypeData = this.recurringDepositProductsTemplate.interestCompoundingPeriodTypeOptions;
this.interestPostingPeriodTypeData = this.recurringDepositProductsTemplate.interestPostingPeriodTypeOptions;
// Standard enum (1=Daily, 2=Average) → "Interest Calculate" dropdown → interestCalculationType form control
this.interestCalculationTypeData = this.recurringDepositProductsTemplate.interestCalculationTypeOptions;
this.interestCalculationTypeOptionData =
this.recurringDepositProductsTemplate.interestCalculationTypeOption ||
this.recurringDepositProductsTemplate.interestCalculationTypeOptions;
// CBS code values → "Interest Calculation Type" dropdown → interestCalculateSelector form control
this.interestCalculationTypeOptionData = this.recurringDepositProductsTemplate.interestCalculationTypeOption || [];
this.interestCalculationDaysInYearTypeData =
this.recurringDepositProductsTemplate.interestCalculationDaysInYearTypeOptions;
this.periodFrequencyData = this.recurringDepositProductsTemplate.periodFrequencyOptions || [];
@@ -60,37 +60,33 @@ export class RecurringDepositProductTermsStepComponent implements OnInit {
const isEditing = !!this.recurringDepositProductsTemplate.id;
const defaultPeriod = this.periodFrequencyData[0]?.value || 'Monthly';
const savedEnumTypeId =
this.recurringDepositProductsTemplate.interestCalculationType?.id ||
this.interestCalculationTypeData?.[0]?.id ||
1;
const savedSelectorId = isEditing
? (this.recurringDepositProductsTemplate.interestCalculateSelector ??
this.interestCalculationTypeOptionData?.[0]?.id ??
null)
: (this.interestCalculationTypeOptionData?.[0]?.id ?? null);
this.recurringDepositProductTermsForm.patchValue({
nominalAnnualInterestRate: this.recurringDepositProductsTemplate.nominalAnnualInterestRate ?? 0,
interestCompoundingPeriodType: this.recurringDepositProductsTemplate.interestCompoundingPeriodType?.id,
interestPostingPeriodType: this.recurringDepositProductsTemplate.interestPostingPeriodType?.id,
interestCalculationType: isEditing
? this.recurringDepositProductsTemplate.interestCalculationTypeOption?.id ||
this.interestCalculationTypeOptionData?.[0]?.id ||
1
: this.interestCalculationTypeOptionData?.[0]?.id || 1,
interestCalculationType: savedEnumTypeId,
interestCalculationDaysInYearType: this.recurringDepositProductsTemplate.interestCalculationDaysInYearType?.id,
effectiveDate: this.recurringDepositProductsTemplate.effectiveDate
? this.parseDate(this.recurringDepositProductsTemplate.effectiveDate)
: '',
interestCalculateSelector: isEditing
? this.recurringDepositProductsTemplate.interestCalculateSelector || 1
: this.recurringDepositProductsTemplate.interestCalculationType?.id ||
this.interestCalculationTypeData?.[0]?.id ||
1,
interestCalculateSelector: savedSelectorId,
averagePeriod: isEditing ? this.recurringDepositProductsTemplate.averagePeriod || defaultPeriod : defaultPeriod,
autoPost: isEditing ? (this.recurringDepositProductsTemplate.autoPost ?? true) : true,
frequencyFixDay: isEditing ? this.recurringDepositProductsTemplate.frequencyFixDay || 30 : 30,
frequencyFixDay: isEditing ? (this.recurringDepositProductsTemplate.frequencyFixDay ?? 30) : 30,
lastInterestDate: this.recurringDepositProductsTemplate.lastInterestDate
? this.parseDate(this.recurringDepositProductsTemplate.lastInterestDate)
: ''
});
const currentInterestCalcType = this.recurringDepositProductTermsForm.get('interestCalculationType').value;
if (currentInterestCalcType && currentInterestCalcType > 2) {
this.recurringDepositProductTermsForm.patchValue({ interestCalculationType: 1 });
}
}
private parseDate(dateValue: any): Date | null {
@@ -163,10 +159,6 @@ export class RecurringDepositProductTermsStepComponent implements OnInit {
if (formValue.lastInterestDate instanceof Date) {
formValue.lastInterestDate = this.dateUtils.formatDate(formValue.lastInterestDate, dateFormat) || '';
}
if (formValue.interestCalculationType && formValue.interestCalculationType > 2) {
formValue.interestCalculationType = 1;
}
for (const key in formValue) {
if (formValue[key] === '') {
delete formValue[key];
@@ -141,16 +141,16 @@
<span class="flex-60">{{ recurringDepositProduct.effectiveDate | dateFormat }}</span>
</div>
}
<div class="flex-100 layout-row">
<span class="flex-40">{{ 'labels.inputs.Interest Calculation Type' | translate }}:</span>
<span class="flex-60">{{ recurringDepositProduct.interestCalculationType.value }}</span>
</div>
@if (recurringDepositProduct.interestCalculateSelector !== undefined) {
@if (recurringDepositProduct.interestCalculationTypeName) {
<div class="flex-100 layout-row">
<span class="flex-40">Interest Calculate:</span>
<span class="flex-60">{{ recurringDepositProduct.interestCalculateSelector }}</span>
<span class="flex-40">{{ 'labels.inputs.Interest Calculation Type' | translate }}:</span>
<span class="flex-60">{{ recurringDepositProduct.interestCalculationTypeName }}</span>
</div>
}
<div class="flex-100 layout-row">
<span class="flex-40">Interest Calculate:</span>
<span class="flex-60">{{ recurringDepositProduct.interestCalculationType?.value }}</span>
</div>
@if (recurringDepositProduct.averagePeriod) {
<div class="flex-100 layout-row">
<span class="flex-40">Average Period:</span>
@@ -1,4 +1,4 @@
<!--
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
@@ -61,14 +61,14 @@
@if (savingProduct.effectiveTo) {
<div class="flex-100 layout-row">
<span class="flex-40">Effective To:</span>
<span class="flex-60">{{ savingProduct.effectiveTo }}</span>
<span class="flex-60">{{ savingProduct.effectiveTo | dateFormat }}</span>
</div>
}
@if (savingProduct.endDate) {
<div class="flex-100 layout-row">
<span class="flex-40">End Date:</span>
<span class="flex-60">{{ savingProduct.endDate }}</span>
<span class="flex-60">{{ savingProduct.endDate | dateFormat }}</span>
</div>
}
@@ -158,9 +158,7 @@
<div class="flex-100 layout-row">
<span class="flex-40">{{ 'labels.inputs.Interest Calculation Type' | translate }}:</span>
<span class="flex-60">{{
savingProduct.interestCalculationType
| find: interestCalculationTypeOptionData : 'id' : 'value'
| translateKey: 'catalogs'
savingProduct.interestCalculateSelector | find: interestCalculationTypeOptionData : 'id' : 'value'
}}</span>
</div>
@@ -176,15 +174,16 @@
@if (savingProduct.effectiveDate) {
<div class="flex-100 layout-row">
<span class="flex-40">Effective Date:</span>
<span class="flex-60">{{ savingProduct.effectiveDate }}</span>
<span class="flex-60">{{ savingProduct.effectiveDate | dateFormat }}</span>
</div>
}
<div class="flex-100 layout-row">
<span class="flex-40">Interest Calculate:</span>
<span class="flex-60">{{
savingProduct.interestCalculateSelector
savingProduct.interestCalculationType
| find: savingProductsTemplate?.interestCalculationTypeOptions : 'id' : 'value'
| translateKey: 'catalogs'
}}</span>
</div>
@@ -214,7 +213,7 @@
@if (savingProduct.lastInterestDate) {
<div class="flex-100 layout-row">
<span class="flex-40">Last Interest Date:</span>
<span class="flex-60">{{ savingProduct.lastInterestDate }}</span>
<span class="flex-60">{{ savingProduct.lastInterestDate | dateFormat }}</span>
</div>
}
@@ -1,4 +1,4 @@
/**
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
@@ -24,6 +24,7 @@ import {
} from '@angular/material/table';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { FindPipe } from '../../../../pipes/find.pipe';
import { DateFormatPipe } from '../../../../pipes/date-format.pipe';
import { FormatNumberPipe } from '../../../../pipes/format-number.pipe';
import { YesnoPipe } from '../../../../pipes/yesno.pipe';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@@ -47,6 +48,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
MatRow,
FaIconComponent,
FindPipe,
DateFormatPipe,
FormatNumberPipe,
YesnoPipe
]
@@ -82,11 +82,15 @@ export class SavingProductSettingsStepComponent implements OnInit {
this.savingProductsTemplate.lockinPeriodFrequency &&
this.savingProductsTemplate.lockinPeriodFrequency > 0
) {
// Backend returns lockinPeriodFrequencyType.id as integer (0=DAYS,1=WEEKS,2=MONTHS,3=YEARS)
// but the form dropdown uses string IDs, so reverse-map the number back to string
const reverseFrequencyTypeMap: { [key: number]: string } = { 0: 'DAYS', 1: 'WEEKS', 2: 'MONTHS', 3: 'YEARS' };
const freqTypeId = this.savingProductsTemplate.lockinPeriodFrequencyType?.id;
const freqTypeString = reverseFrequencyTypeMap[freqTypeId] ?? '';
this.savingProductSettingsForm.patchValue({
lockinPeriodFrequency: this.savingProductsTemplate.lockinPeriodFrequency,
lockinPeriodFrequencyType:
this.savingProductsTemplate.lockinPeriodFrequencyType &&
this.savingProductsTemplate.lockinPeriodFrequencyType.id
lockinPeriodFrequencyType: freqTypeString
});
}
}
@@ -54,14 +54,22 @@
<mat-form-field appearance="outline" class="spt-field">
<mat-label>{{ 'labels.inputs.Interest Calculation Type' | translate }}</mat-label>
<mat-select
formControlName="interestCalculationType"
formControlName="interestCalculateSelector"
matTooltip="{{ 'tooltips.The method used to calculate interest' | translate }}"
required
>
@for (interestCalculationType of interestCalculationTypeOptionData; track interestCalculationType.id) {
<mat-option [value]="interestCalculationType.id">
{{ interestCalculationType.value | translateKey: 'catalogs' }}
</mat-option>
@for (opt of interestCalculationTypeOptionData; track opt.id) {
<mat-option [value]="opt.id">{{ opt.value }}</mat-option>
}
</mat-select>
</mat-form-field>
</div>
<div class="spt-grid spt-grid--three">
<mat-form-field appearance="outline" class="spt-field">
<mat-label>Interest Calculate</mat-label>
<mat-select formControlName="interestCalculationType" required>
@for (mode of interestCalculationTypeData; track mode.id) {
<mat-option [value]="mode.id">{{ mode.value | translateKey: 'catalogs' }}</mat-option>
}
</mat-select>
<mat-error>
@@ -69,19 +77,8 @@
<strong>{{ 'labels.commons.required' | translate }}</strong>
</mat-error>
</mat-form-field>
</div>
<div class="spt-grid spt-grid--three">
<mat-form-field appearance="outline" class="spt-field">
<mat-label>Interest Calculate</mat-label>
<mat-select formControlName="interestCalculateSelector" required>
@for (mode of interestCalculationTypeData; track mode.id) {
<mat-option [value]="mode.id">{{ mode.value }}</mat-option>
}
</mat-select>
</mat-form-field>
@if (savingProductTermsForm.value.interestCalculateSelector === 2) {
@if (savingProductTermsForm.value.interestCalculationType === 2) {
<mat-form-field appearance="outline" class="spt-field">
<mat-label>Average Period</mat-label>
<mat-select formControlName="averagePeriod">
@@ -142,7 +139,7 @@
</mat-form-field>
</div>
@if (savingProductTermsForm.value.interestCalculateSelector === 1) {
@if (savingProductTermsForm.value.interestCalculationType === 1) {
<div class="spt-note">
<span>⚠️</span>
<span
@@ -59,59 +59,43 @@ export class SavingProductTermsStepComponent implements OnInit {
ngOnInit() {
this.interestCompoundingPeriodTypeData = this.savingProductsTemplate.interestCompoundingPeriodTypeOptions;
this.interestPostingPeriodTypeData = this.savingProductsTemplate.interestPostingPeriodTypeOptions;
// interestCalculationTypeData = standard enum (1=Daily, 2=Average) → "Interest Calculate" dropdown → interestCalculationType form control
this.interestCalculationTypeData = this.savingProductsTemplate.interestCalculationTypeOptions;
this.interestCalculationTypeOptionData =
this.savingProductsTemplate.interestCalculationTypeOption ||
this.savingProductsTemplate.interestCalculationTypeOptions;
// interestCalculationTypeOptionData = CBS code values from DB → "Interest Calculation Type" dropdown → interestCalculateSelector form control
this.interestCalculationTypeOptionData = this.savingProductsTemplate.interestCalculationTypeOption || [];
this.interestCalculationDaysInYearTypeData = this.savingProductsTemplate.interestCalculationDaysInYearTypeOptions;
this.periodFrequencyData = this.savingProductsTemplate.periodFrequencyOptions || [];
this.setYesNoOptions(this.savingProductsTemplate?.yesNoOptions);
const isEditing = !!this.savingProductsTemplate.id;
const defaultPeriod = this.periodFrequencyData[0]?.value || 'Monthly';
// interestCalculationType = standard enum id (1=Daily Balance, 2=Average Daily Balance)
const savedEnumTypeId =
this.savingProductsTemplate.interestCalculationType?.id || this.interestCalculationTypeData?.[0]?.id || 1;
// interestCalculateSelector = CBS code value id from interestCalculationTypeOption
const savedSelectorId = isEditing
? (this.savingProductsTemplate.interestCalculateSelector ??
this.interestCalculationTypeOptionData?.[0]?.id ??
null)
: (this.interestCalculationTypeOptionData?.[0]?.id ?? null);
this.savingProductTermsForm.patchValue({
nominalAnnualInterestRate: isEditing
? this.savingProductsTemplate.nominalAnnualInterestRate
: this.savingProductsTemplate.nominalAnnualInterestRate,
interestCompoundingPeriodType: isEditing
? this.savingProductsTemplate.interestCompoundingPeriodType?.id
: this.savingProductsTemplate.interestCompoundingPeriodType?.id,
interestPostingPeriodType: isEditing
? this.savingProductsTemplate.interestPostingPeriodType?.id
: this.savingProductsTemplate.interestPostingPeriodType?.id,
interestCalculationType: isEditing
? this.savingProductsTemplate.interestCalculationTypeOption?.id ||
this.interestCalculationTypeOptionData?.[0]?.id ||
1
: this.interestCalculationTypeOptionData?.[0]?.id || 1,
interestCalculationDaysInYearType: isEditing
? this.savingProductsTemplate.interestCalculationDaysInYearType?.id
: this.savingProductsTemplate.interestCalculationDaysInYearType?.id,
nominalAnnualInterestRate: this.savingProductsTemplate.nominalAnnualInterestRate,
interestCompoundingPeriodType: this.savingProductsTemplate.interestCompoundingPeriodType?.id,
interestPostingPeriodType: this.savingProductsTemplate.interestPostingPeriodType?.id,
interestCalculationType: savedEnumTypeId,
interestCalculationDaysInYearType: this.savingProductsTemplate.interestCalculationDaysInYearType?.id,
effectiveDate: this.savingProductsTemplate.effectiveDate
? new Date(this.savingProductsTemplate.effectiveDate)
: '',
interestCalculateSelector: isEditing
? this.savingProductsTemplate.interestCalculateSelector || 1
: this.savingProductsTemplate.interestCalculationType?.id || this.interestCalculationTypeData?.[0]?.id || 1,
interestCalculateSelector: savedSelectorId,
averagePeriod: isEditing ? this.savingProductsTemplate.averagePeriod || defaultPeriod : defaultPeriod,
autoPost: isEditing ? (this.savingProductsTemplate.autoPost ?? true) : true,
frequencyFixDay: isEditing ? this.savingProductsTemplate.frequencyFixDay || 30 : 30,
frequencyFixDay: isEditing ? (this.savingProductsTemplate.frequencyFixDay ?? 30) : 30,
lastInterestDate: this.savingProductsTemplate.lastInterestDate
? new Date(this.savingProductsTemplate.lastInterestDate)
: ''
});
// Map code value IDs to backend enum values for interestCalculationType
// Backend expects: 1=Daily Balance, 2=Average Daily Balance
const currentInterestCalcType = this.savingProductTermsForm.get('interestCalculationType').value;
if (currentInterestCalcType && currentInterestCalcType > 2) {
// If it's a code value ID (like 340, 341), map it to backend enum
// Default to 1 (Daily Balance) for custom code values
this.savingProductTermsForm.patchValue({
interestCalculationType: 1
});
}
}
private setYesNoOptions(options: any[]) {
@@ -198,12 +182,6 @@ export class SavingProductTermsStepComponent implements OnInit {
formValue.lastInterestDate = this.dateUtils.formatDate(prevLastInterestDate, dateFormat) || '';
}
// Convert interestCalculationType from code value ID to backend enum value
// Backend expects: 1=Daily Balance, 2=Average Daily Balance
if (formValue.interestCalculationType && formValue.interestCalculationType > 2) {
formValue.interestCalculationType = 1; // Default to Daily Balance
}
return {
...formValue
};
@@ -1,4 +1,4 @@
<!--
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
@@ -75,21 +75,21 @@
@if (savingProduct.effectiveDate) {
<div class="flex-100 layout-row">
<span class="flex-40">Effective Date:</span>
<span class="flex-60">{{ savingProduct.effectiveDate }}</span>
<span class="flex-60">{{ savingProduct.effectiveDate | dateFormat }}</span>
</div>
}
@if (savingProduct.effectiveTo) {
<div class="flex-100 layout-row">
<span class="flex-40">Effective To:</span>
<span class="flex-60">{{ savingProduct.effectiveTo }}</span>
<span class="flex-60">{{ savingProduct.effectiveTo | dateFormat }}</span>
</div>
}
@if (savingProduct.endDate) {
<div class="flex-100 layout-row">
<span class="flex-40">End Date:</span>
<span class="flex-60">{{ savingProduct.endDate }}</span>
<span class="flex-60">{{ savingProduct.endDate | dateFormat }}</span>
</div>
}
@@ -164,6 +164,13 @@
<span class="flex-60">{{ savingProduct.interestPostingPeriodType.value | translateKey: 'catalogs' }}</span>
</div>
@if (savingProduct.interestCalculationTypeName) {
<div class="flex-100 layout-row">
<span class="flex-40">{{ 'labels.inputs.Interest Calculation Type' | translate }}:</span>
<span class="flex-60">{{ savingProduct.interestCalculationTypeName }}</span>
</div>
}
<div class="flex-100 layout-row">
<span class="flex-40">{{ 'labels.inputs.Interest Calculated using' | translate }}:</span>
<span class="flex-60">{{ savingProduct.interestCalculationType.value | translateKey: 'catalogs' }}</span>
@@ -177,13 +184,13 @@
@if (savingProduct.effectiveDate) {
<div class="flex-100 layout-row">
<span class="flex-40">Effective Date:</span>
<span class="flex-60">{{ savingProduct.effectiveDate }}</span>
<span class="flex-60">{{ savingProduct.effectiveDate | dateFormat }}</span>
</div>
}
<div class="flex-100 layout-row">
<span class="flex-40">Interest Calculate:</span>
<span class="flex-60">{{ savingProduct.interestCalculateSelector }}</span>
<span class="flex-60">{{ savingProduct.interestCalculationType?.value | translateKey: 'catalogs' }}</span>
</div>
@if (savingProduct.averagePeriod) {
@@ -208,7 +215,7 @@
@if (savingProduct.lastInterestDate) {
<div class="flex-100 layout-row">
<span class="flex-40">Last Interest Date:</span>
<span class="flex-60">{{ savingProduct.lastInterestDate }}</span>
<span class="flex-60">{{ savingProduct.lastInterestDate | dateFormat }}</span>
</div>
}
@@ -1,4 +1,4 @@
/**
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
@@ -24,6 +24,7 @@ import {
MatRow
} from '@angular/material/table';
import { ViewSavingsAccountingDetailsComponent } from '../../../../shared/accounting/view-savings-accounting-details/view-savings-accounting-details.component';
import { DateFormatPipe } from '../../../../pipes/date-format.pipe';
import { FormatNumberPipe } from '../../../../pipes/format-number.pipe';
import { YesnoPipe } from '../../../../pipes/yesno.pipe';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
@@ -48,6 +49,7 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
MatRow,
ViewSavingsAccountingDetailsComponent,
FormatNumberPipe,
DateFormatPipe,
YesnoPipe
]
})