feat: interest posting

This commit is contained in:
2026-10-05 12:39:14 +05:30
parent 1ffac4b1e5
commit 4fc6784695
10 changed files with 915 additions and 189 deletions
@@ -22,9 +22,134 @@
<input type="date" [(ngModel)]="postingDate" (change)="load()" />
</label>
<button class="ipr-btn" (click)="load()" [disabled]="loading"><fa-icon icon="undo"></fa-icon> Reload</button>
<button class="ipr-btn ipr-btn--primary" (click)="openPreview()" [disabled]="previewLoading">
<fa-icon icon="eye"></fa-icon> Preview interest (today)
</button>
</div>
</div>
@if (isHeadOffice) {
<div class="ipr-tabs">
<button class="ipr-tab" [class.is-active]="tab === 'own'" (click)="switchTab('own')">
<fa-icon icon="building"></fa-icon> My branch{{ myBranch ? ' — ' + myBranch : '' }}
</button>
<button class="ipr-tab" [class.is-active]="tab === 'others'" (click)="switchTab('others')">
<fa-icon icon="sitemap"></fa-icon> Other branches
</button>
</div>
@if (tab === 'others') {
<div class="ipr-alert ipr-alert--info">
<fa-icon icon="info-circle"></fa-icon>
<div>
Each branch generates and approves its own reports. The head office can act here only for a branch that has
not opened the day, and only once every other open branch has closed. Anything it approves is marked (HO).
</div>
</div>
}
}
@if (showPreview) {
<div class="ipr-card">
<div class="ipr-detail-head">
<div>
<h3>Interest preview — earned up to {{ previewAsOf }}</h3>
<div class="muted">
What each account would be paid if interest were posted today. View only — nothing is saved, approved or
posted.
</div>
</div>
<div class="ipr-total">
<span>Total so far</span>
<strong>₹{{ previewTotal | number: '1.2-2' }}</strong>
<span class="muted">{{ previewRows.length }} account(s)</span>
</div>
</div>
<div class="ipr-preview-actions">
<button class="ipr-btn ipr-btn--slim" (click)="openPreview()" [disabled]="previewLoading">
<fa-icon icon="undo"></fa-icon> Refresh
</button>
<button
class="ipr-btn ipr-btn--slim"
(click)="exportPreview()"
[disabled]="previewLoading || previewRows.length === 0"
>
<fa-icon icon="file-excel"></fa-icon> Export Excel
</button>
<button class="ipr-btn ipr-btn--slim" (click)="closePreview()"><fa-icon icon="times"></fa-icon> Close</button>
</div>
@if (previewLoading) {
<div class="ipr-empty">Calculating interest up to today…</div>
} @else {
<table class="ipr-table">
<thead>
<tr>
<th>Branch</th>
<th>Product</th>
<th>Posting date</th>
<th class="num">Accounts</th>
<th class="num">Interest so far</th>
</tr>
</thead>
<tbody>
@for (g of previewGroups; track g.officeName + g.productName) {
<tr>
<td>{{ g.officeName }}</td>
<td>
<strong>{{ g.productName }}</strong>
</td>
<td>{{ g.postingDate }}</td>
<td class="num">{{ g.accounts }}</td>
<td class="num">₹{{ g.interest | number: '1.2-2' }}</td>
</tr>
} @empty {
<tr>
<td colspan="5" class="ipr-empty">No savings account has interest accrued in its current cycle.</td>
</tr>
}
</tbody>
</table>
@if (previewRows.length > 0) {
<table class="ipr-table">
<thead>
<tr>
<th>Branch</th>
<th>Product</th>
<th>Account no</th>
<th>Account holder</th>
<th class="num">Balance</th>
<th class="num">Rate %</th>
<th>Cycle</th>
<th class="num">Interest so far</th>
</tr>
</thead>
<tbody>
@for (r of previewRows; track r.savingsAccountId) {
<tr>
<td>{{ r.officeName }}</td>
<td>{{ r.productName }}</td>
<td>{{ r.accountNo }}</td>
<td>{{ r.clientName }}</td>
<td class="num">₹{{ r.balance | number: '1.2-2' }}</td>
<td class="num">{{ r.rate | number: '1.2-2' }}</td>
<td class="muted">{{ r.cycleStart }} → {{ r.postingDate }}</td>
<td class="num">₹{{ r.interest | number: '1.2-2' }}</td>
</tr>
}
</tbody>
<tfoot>
<tr>
<td colspan="7"><strong>Total</strong></td>
<td class="num">
<strong>₹{{ previewTotal | number: '1.2-2' }}</strong>
</td>
</tr>
</tfoot>
</table>
}
}
</div>
}
@if (errorMessage) {
<div class="ipr-alert ipr-alert--error">
<fa-icon icon="exclamation-triangle"></fa-icon>
@@ -52,9 +177,13 @@
@for (d of due; track d.productId + '-' + d.officeId) {
<div class="ipr-due-row">
<strong>{{ d.productName }}</strong> <span>· {{ d.officeName }} · {{ d.postingDate }}</span>
<button class="ipr-btn ipr-btn--primary ipr-btn--slim" (click)="generate(d)" [disabled]="busy">
<fa-icon icon="sync"></fa-icon> Generate report
</button>
@if (d.canAct) {
<button class="ipr-btn ipr-btn--primary ipr-btn--slim" (click)="generate(d)" [disabled]="busy">
<fa-icon icon="sync"></fa-icon> {{ tab === 'others' ? 'Generate on behalf' : 'Generate report' }}
</button>
} @else if (d.blockedReason) {
<span class="ipr-blocked">{{ d.blockedReason }}</span>
}
</div>
}
</div>
@@ -114,9 +243,12 @@
}
@if (canApprove(r)) {
<button class="ipr-btn ipr-btn--primary ipr-btn--slim" (click)="approve(r)" [disabled]="busy">
<fa-icon icon="check"></fa-icon> Approve
<fa-icon icon="check"></fa-icon> {{ tab === 'others' ? 'Approve on behalf' : 'Approve' }}
</button>
}
@if (!r.canAct && r.blockedReason && (r.status === 'GENERATED' || r.status === 'APPROVED')) {
<span class="ipr-blocked">{{ r.blockedReason }}</span>
}
</td>
</tr>
} @empty {