DDS: Agent settlement (Agent Tran), Close Party account UI, reports UI, Party-Savings link field
This commit is contained in:
tarunmalviya
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<!--
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Copyright since 2025 Mifos Initiative
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This Source Code Form is subject to the terms of the Mozilla Public
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License, v. 2.0. If a copy of the MPL was not distributed with this
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file, You can obtain one at http://mozilla.org/MPL/2.0/.
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-->
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<div class="dte-container">
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<div class="dte-header">
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<button mat-stroked-button [routerLink]="['../']" class="dte-back">
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<i class="fas fa-arrow-left"></i> Deposits
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</button>
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<h2 class="dte-header__title">Daily Transaction Detail</h2>
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</div>
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<div class="dte-card">
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<form [formGroup]="entryForm">
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<div class="dte-info-panels">
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<div class="dte-info-panel">
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<div class="dte-info-panel__title">Agent Information</div>
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<dl>
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<dt>Name</dt>
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<dd>{{ agentInfo.name || '—' }}</dd>
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<dt>Address</dt>
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<dd>{{ agentInfo.address || '—' }}</dd>
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<dt>City</dt>
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<dd>{{ agentInfo.city || '—' }}</dd>
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<dt>A/C</dt>
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<dd>{{ agentInfo.accountNo || '—' }}</dd>
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<dt>Guarantor</dt>
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<dd>{{ agentInfo.guarantor1 || '—' }}</dd>
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<dt>Guarantor</dt>
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<dd>{{ agentInfo.guarantor2 || '—' }}</dd>
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<dt>Curr Bal</dt>
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<dd>{{ agentInfo.currentBalance | number: '1.2-2' }}</dd>
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</dl>
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</div>
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<div class="dte-info-panel">
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<div class="dte-info-panel__title">Party Information</div>
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<p class="dte-info-panel__hint">Populated once a party is selected in a collection row below.</p>
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</div>
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</div>
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<div class="dte-controls">
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Agent</mat-label>
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<input matInput required formControlName="agentId" />
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</mat-form-field>
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<button mat-stroked-button type="button" (click)="loadAgent()"><i class="fas fa-search"></i> Load</button>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Date</mat-label>
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<input matInput required [matDatepicker]="txnDatePicker" formControlName="transactionDate" />
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<mat-datepicker-toggle matIconSuffix [for]="txnDatePicker"></mat-datepicker-toggle>
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<mat-datepicker #txnDatePicker></mat-datepicker>
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Tran. Type</mat-label>
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<mat-select required formControlName="transactionType">
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@for (type of transactionTypes; track type) {
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<mat-option [value]="type">{{ type }}</mat-option>
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}
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</mat-select>
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</mat-form-field>
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</div>
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@if (isPartyTran) {
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<div class="dte-section">
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<div class="dte-section__header">
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<i class="fas fa-list"></i>
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<h3>Today's Collections</h3>
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<button mat-stroked-button type="button" class="dte-add-row" (click)="addCollectionRow()">
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<i class="fas fa-plus"></i> Add Row
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</button>
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</div>
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@if (collections.length === 0) {
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<p class="dte-empty">No collection rows added yet.</p>
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}
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@for (row of collections.controls; track row; let i = $index) {
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<div class="dte-collection-row" [formGroup]="$any(row)">
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Party Code</mat-label>
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<input matInput required formControlName="partyCode" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>TRTP</mat-label>
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<mat-select required formControlName="transactionMode">
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@for (mode of transactionModes; track mode) {
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<mat-option [value]="mode">{{ mode }}</mat-option>
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}
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</mat-select>
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>AC Type</mat-label>
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<input matInput formControlName="accountType" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>A/C No.</mat-label>
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<input matInput required formControlName="accountNo" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Amount</mat-label>
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<input matInput required type="number" formControlName="amount" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Cheque No</mat-label>
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<input matInput formControlName="chequeNo" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Token No</mat-label>
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<input matInput formControlName="tokenNo" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field dte-field--wide">
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<mat-label>Description</mat-label>
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<input matInput formControlName="description" />
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</mat-form-field>
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<button
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mat-icon-button
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type="button"
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class="dte-remove-row"
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(click)="removeCollectionRow(i)"
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matTooltip="Remove row"
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>
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<i class="fas fa-trash"></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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@if (isAgentTran) {
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<div class="dte-section">
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<div class="dte-section__header">
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<i class="fas fa-hand-holding-usd"></i>
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<h3>Agent Settlement</h3>
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</div>
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<p class="dte-info-panel__hint">
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Cash the agent hands over to the branch, deducted from the agent's collected balance shown above.
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</p>
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<div class="dte-grid">
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Amount</mat-label>
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<input matInput required type="number" formControlName="settlementAmount" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>TRTP</mat-label>
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<mat-select required formControlName="settlementMode">
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@for (mode of transactionModes; track mode) {
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<mat-option [value]="mode">{{ mode }}</mat-option>
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}
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</mat-select>
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>AC Type</mat-label>
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<input matInput formControlName="settlementAccountType" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>A/C No.</mat-label>
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<input matInput formControlName="settlementAccountNo" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field dte-field--wide">
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<mat-label>Description</mat-label>
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<input matInput formControlName="settlementDescription" />
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</mat-form-field>
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</div>
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</div>
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}
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@if (isWithdrawDeposite) {
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<div class="dte-section">
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<div class="dte-section__header">
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<i class="fas fa-exchange-alt"></i>
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<h3>Withdraw Deposite</h3>
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</div>
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<div class="dte-grid">
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Creditor Party Code</mat-label>
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<input matInput formControlName="creditorPartyCode" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Creditor Party Name</mat-label>
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<input matInput formControlName="creditorPartyName" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Creditor Curr Bal</mat-label>
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<input matInput formControlName="creditorPartyBalance" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Debit Party Code</mat-label>
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<input matInput formControlName="debitPartyCode" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Debit Party Name</mat-label>
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<input matInput formControlName="debitPartyName" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Debit Curr Bal</mat-label>
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<input matInput formControlName="debitPartyBalance" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field">
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<mat-label>Amount</mat-label>
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<input matInput type="number" formControlName="withdrawAmount" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="dte-field dte-field--wide">
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<mat-label>Description</mat-label>
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<input matInput formControlName="withdrawDescription" />
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</mat-form-field>
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</div>
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</div>
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}
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@if (!isPartyTran && !isWithdrawDeposite && !isAgentTran) {
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<div class="dte-section">
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<p class="dte-empty">
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"{{ entryForm.get('transactionType').value }}" entry screen — same shape as Party Tran, to be filled in once
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the backend distinguishes these transaction types.
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</p>
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</div>
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}
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<div class="dte-action-bar">
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<button mat-raised-button type="button" (click)="exit()">Exit</button>
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<button mat-stroked-button type="button" (click)="cancel()">Cancel</button>
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<button mat-stroked-button type="button" (click)="retrieve()">Retrieve</button>
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<button mat-stroked-button type="button" (click)="viewLedger()">View Ledger</button>
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<button mat-stroked-button type="button" (click)="signature()">Signature</button>
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<button mat-raised-button color="primary" type="button" [disabled]="entryForm.invalid" (click)="save()">
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Save
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</button>
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</div>
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</form>
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</div>
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</div>
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@@ -0,0 +1,187 @@
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/**
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* Copyright since 2025 Mifos Initiative
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*
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* This Source Code Form is subject to the terms of the Mozilla Public
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||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
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* file, You can obtain one at http://mozilla.org/MPL/2.0/.
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*/
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$primary: #0f766e;
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.dte-container {
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max-width: 1080px;
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margin: 0 auto;
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padding: 24px 16px;
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}
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.dte-header {
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display: flex;
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align-items: center;
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gap: 16px;
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margin-bottom: 20px;
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&__title {
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margin: 0;
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font-size: 22px;
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font-weight: 500;
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}
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}
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.dte-back {
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color: $primary;
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}
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.dte-card {
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background: var(--md-sys-color-surface, #fff);
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border-radius: 8px;
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box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
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padding: 20px 24px 24px;
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}
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.dte-info-panels {
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display: grid;
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grid-template-columns: 1fr 1fr;
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gap: 16px;
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margin-bottom: 20px;
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}
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.dte-info-panel {
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border: 1px solid rgb(0 0 0 / 10%);
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border-radius: 8px;
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padding: 12px 16px;
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background: rgb(15 118 110 / 4%);
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&__title {
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font-weight: 600;
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font-size: 13px;
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text-transform: uppercase;
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letter-spacing: 0.04em;
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color: $primary;
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margin-bottom: 8px;
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}
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&__hint {
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margin: 0;
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color: rgb(0 0 0 / 50%);
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font-size: 13px;
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}
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dl {
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display: grid;
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grid-template-columns: auto 1fr;
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gap: 4px 12px;
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margin: 0;
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}
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dt {
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font-weight: 500;
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color: rgb(0 0 0 / 60%);
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font-size: 13px;
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}
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dd {
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margin: 0;
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font-size: 13px;
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}
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}
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.dte-controls {
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display: flex;
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align-items: flex-start;
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gap: 12px;
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flex-wrap: wrap;
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margin-bottom: 12px;
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}
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.dte-field {
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min-width: 180px;
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&--wide {
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grid-column: span 2;
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}
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}
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.dte-section {
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padding: 16px 0;
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border-top: 1px solid rgb(0 0 0 / 8%);
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&__header {
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display: flex;
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align-items: center;
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gap: 10px;
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margin-bottom: 16px;
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i {
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color: $primary;
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}
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h3 {
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margin: 0;
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font-size: 16px;
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font-weight: 600;
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flex: 1;
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||||
}
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||||
}
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||||
}
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||||
|
||||
.dte-add-row {
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||||
color: $primary;
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||||
}
|
||||
|
||||
.dte-empty {
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||||
color: rgb(0 0 0 / 50%);
|
||||
font-size: 14px;
|
||||
margin: 0;
|
||||
}
|
||||
|
||||
.dte-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(3, 1fr);
|
||||
gap: 8px 16px;
|
||||
}
|
||||
|
||||
.dte-collection-row {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(7, 1fr) auto;
|
||||
gap: 8px 12px;
|
||||
align-items: start;
|
||||
padding: 10px 0;
|
||||
border-top: 1px dashed rgb(0 0 0 / 10%);
|
||||
|
||||
&:first-of-type {
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||||
border-top: none;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-collection-row .dte-field--wide {
|
||||
grid-column: span 2;
|
||||
}
|
||||
|
||||
.dte-remove-row {
|
||||
color: #b91c1c;
|
||||
margin-top: 8px;
|
||||
}
|
||||
|
||||
.dte-action-bar {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 12px;
|
||||
margin-top: 20px;
|
||||
padding-top: 16px;
|
||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||
flex-wrap: wrap;
|
||||
}
|
||||
|
||||
@media (width <= 1000px) {
|
||||
.dte-info-panels {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
|
||||
.dte-grid {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
|
||||
.dte-collection-row {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,290 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, inject } from '@angular/core';
|
||||
import { UntypedFormBuilder, UntypedFormGroup, UntypedFormArray, Validators } from '@angular/forms';
|
||||
import { Router } from '@angular/router';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
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||||
|
||||
/** Custom Services */
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
|
||||
/**
|
||||
* Daily Transaction Entry component.
|
||||
*
|
||||
* The screen a collection agent uses at the end of a day's round: pick a
|
||||
* transaction type, then batch-enter that day's collections against
|
||||
* assigned parties (Party Tran), settle collected cash to the branch
|
||||
* (Agent Tran), or record a withdrawal/transfer between accounts (Withdraw
|
||||
* Deposite). Modelled directly on the legacy Daily Transaction Detail
|
||||
* screen this replaces.
|
||||
*
|
||||
* Backed by the DDS Party Transaction API (`/dds/partytransactions`) for
|
||||
* Party Tran, Agent Tran and Withdraw Deposite - the three types this
|
||||
* screen actually collects fields for; Party Payment / OD Entry / OD
|
||||
* Payment remain placeholders until the backend distinguishes them too.
|
||||
* "Retrieve" (a ready-made list of today's assigned parties) isn't wired -
|
||||
* that needs a dedicated per-agent Party lookup this MVP doesn't have yet.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-daily-transaction-entry',
|
||||
templateUrl: './daily-transaction-entry.component.html',
|
||||
styleUrls: ['./daily-transaction-entry.component.scss'],
|
||||
imports: [...STANDALONE_SHARED_IMPORTS]
|
||||
})
|
||||
export class DailyTransactionEntryComponent {
|
||||
private formBuilder = inject(UntypedFormBuilder);
|
||||
private router = inject(Router);
|
||||
private organizationService = inject(OrganizationService);
|
||||
private settingsService = inject(SettingsService);
|
||||
private dateUtils = inject(Dates);
|
||||
|
||||
private static readonly TRANSACTION_TYPE_CODES: Record<string, string> = {
|
||||
'Party Tran': 'PARTY_TRAN',
|
||||
'Agent Tran': 'AGENT_TRAN',
|
||||
'Withdraw Deposite': 'WITHDRAW_DEPOSITE'
|
||||
};
|
||||
|
||||
transactionTypes = [
|
||||
'Party Tran',
|
||||
'Agent Tran',
|
||||
'Party Payment',
|
||||
'OD Entry',
|
||||
'OD Payment',
|
||||
'Withdraw Deposite'
|
||||
];
|
||||
|
||||
transactionModes = [
|
||||
'Cash',
|
||||
'Transfer',
|
||||
'Clearing'
|
||||
];
|
||||
|
||||
entryForm: UntypedFormGroup = this.formBuilder.group({
|
||||
agentId: [
|
||||
'',
|
||||
Validators.required
|
||||
],
|
||||
transactionType: [
|
||||
'Party Tran',
|
||||
Validators.required
|
||||
],
|
||||
transactionDate: [
|
||||
new Date(),
|
||||
Validators.required
|
||||
],
|
||||
// Withdraw Deposite fields
|
||||
creditorPartyCode: [''],
|
||||
creditorPartyName: [
|
||||
{
|
||||
value: '',
|
||||
disabled: true
|
||||
}
|
||||
],
|
||||
creditorPartyBalance: [
|
||||
{
|
||||
value: 0,
|
||||
disabled: true
|
||||
}
|
||||
],
|
||||
debitPartyCode: [''],
|
||||
debitPartyName: [
|
||||
{
|
||||
value: '',
|
||||
disabled: true
|
||||
}
|
||||
],
|
||||
debitPartyBalance: [
|
||||
{
|
||||
value: 0,
|
||||
disabled: true
|
||||
}
|
||||
],
|
||||
withdrawAmount: [0],
|
||||
withdrawDescription: [''],
|
||||
// Agent Tran fields
|
||||
settlementAmount: [0],
|
||||
settlementMode: ['Cash'],
|
||||
settlementAccountType: [''],
|
||||
settlementAccountNo: [''],
|
||||
settlementDescription: [''],
|
||||
collections: this.formBuilder.array([])
|
||||
});
|
||||
|
||||
agentInfo = {
|
||||
name: '',
|
||||
address: '',
|
||||
city: '',
|
||||
accountNo: '',
|
||||
guarantor1: '',
|
||||
guarantor2: '',
|
||||
currentBalance: 0
|
||||
};
|
||||
|
||||
get isPartyTran(): boolean {
|
||||
return this.entryForm.get('transactionType').value === 'Party Tran';
|
||||
}
|
||||
|
||||
get isWithdrawDeposite(): boolean {
|
||||
return this.entryForm.get('transactionType').value === 'Withdraw Deposite';
|
||||
}
|
||||
|
||||
get isAgentTran(): boolean {
|
||||
return this.entryForm.get('transactionType').value === 'Agent Tran';
|
||||
}
|
||||
|
||||
get collections(): UntypedFormArray {
|
||||
return this.entryForm.get('collections') as UntypedFormArray;
|
||||
}
|
||||
|
||||
private buildCollectionRow(): UntypedFormGroup {
|
||||
return this.formBuilder.group({
|
||||
partyCode: [
|
||||
'',
|
||||
Validators.required
|
||||
],
|
||||
transactionMode: [
|
||||
'Cash',
|
||||
Validators.required
|
||||
],
|
||||
accountType: [''],
|
||||
accountNo: [
|
||||
'',
|
||||
Validators.required
|
||||
],
|
||||
amount: [
|
||||
0,
|
||||
Validators.required
|
||||
],
|
||||
chequeNo: [''],
|
||||
tokenNo: [''],
|
||||
description: [''],
|
||||
partyName: [
|
||||
{
|
||||
value: '',
|
||||
disabled: true
|
||||
}
|
||||
],
|
||||
balanceAfterTransaction: [
|
||||
{
|
||||
value: 0,
|
||||
disabled: true
|
||||
}
|
||||
]
|
||||
});
|
||||
}
|
||||
|
||||
addCollectionRow(): void {
|
||||
this.collections.push(this.buildCollectionRow());
|
||||
}
|
||||
|
||||
removeCollectionRow(index: number): void {
|
||||
this.collections.removeAt(index);
|
||||
}
|
||||
|
||||
loadAgent(): void {
|
||||
const agentId = this.entryForm.get('agentId')?.value;
|
||||
if (!agentId) {
|
||||
return;
|
||||
}
|
||||
this.organizationService.getAgent(agentId).subscribe((agent: any) => {
|
||||
const guarantors = agent.guarantors || [];
|
||||
this.agentInfo = {
|
||||
name: agent.agentNameId || '',
|
||||
address: agent.agentAddress1 || '',
|
||||
city: agent.agentCity || '',
|
||||
accountNo: agent.agentSavingAccountNo || '',
|
||||
guarantor1: guarantors[0]?.guarantorName || '',
|
||||
guarantor2: guarantors[1]?.guarantorName || '',
|
||||
currentBalance: agent.agentCurrentBalance || 0
|
||||
};
|
||||
});
|
||||
}
|
||||
|
||||
retrieve(): void {
|
||||
// No "my assigned parties" read API exists yet — this will pre-fill
|
||||
// the collections grid with today's assigned parties once available.
|
||||
}
|
||||
|
||||
viewLedger(): void {
|
||||
// No ledger view exists yet for this agent.
|
||||
}
|
||||
|
||||
signature(): void {
|
||||
// No signature capture/verification flow exists yet.
|
||||
}
|
||||
|
||||
cancel(): void {
|
||||
this.entryForm.reset({
|
||||
transactionType: 'Party Tran',
|
||||
transactionDate: new Date()
|
||||
});
|
||||
this.collections.clear();
|
||||
}
|
||||
|
||||
exit(): void {
|
||||
this.router.navigate(['/accounts/savings']);
|
||||
}
|
||||
|
||||
save(): void {
|
||||
const raw = this.entryForm.getRawValue();
|
||||
const dateFormat = this.settingsService.dateFormat;
|
||||
const locale = this.settingsService.language.code;
|
||||
const transactionType = DailyTransactionEntryComponent.TRANSACTION_TYPE_CODES[raw.transactionType];
|
||||
|
||||
const payload: any = {
|
||||
agentId: Number(raw.agentId),
|
||||
transactionType,
|
||||
transactionDate: this.dateUtils.formatDate(raw.transactionDate, dateFormat),
|
||||
dateFormat,
|
||||
locale
|
||||
};
|
||||
|
||||
if (this.isPartyTran) {
|
||||
payload.collections = (raw.collections || []).map((row: any) => ({
|
||||
partyCode: row.partyCode,
|
||||
transactionMode: row.transactionMode,
|
||||
accountType: row.accountType || undefined,
|
||||
accountNo: row.accountNo,
|
||||
amount: row.amount,
|
||||
chequeNo: row.chequeNo || undefined,
|
||||
tokenNo: row.tokenNo || undefined,
|
||||
description: row.description || undefined
|
||||
}));
|
||||
} else if (this.isWithdrawDeposite) {
|
||||
payload.creditorPartyCode = raw.creditorPartyCode;
|
||||
payload.debitPartyCode = raw.debitPartyCode;
|
||||
payload.withdrawAmount = raw.withdrawAmount;
|
||||
payload.withdrawDescription = raw.withdrawDescription || undefined;
|
||||
} else if (this.isAgentTran) {
|
||||
payload.amount = raw.settlementAmount;
|
||||
payload.transactionMode = raw.settlementMode;
|
||||
payload.accountType = raw.settlementAccountType || undefined;
|
||||
payload.accountNo = raw.settlementAccountNo || undefined;
|
||||
payload.description = raw.settlementDescription || undefined;
|
||||
}
|
||||
|
||||
this.organizationService.createPartyTransaction(payload).subscribe(() => {
|
||||
this.collections.clear();
|
||||
this.entryForm.patchValue({
|
||||
creditorPartyCode: '',
|
||||
debitPartyCode: '',
|
||||
withdrawAmount: 0,
|
||||
withdrawDescription: '',
|
||||
settlementAmount: 0,
|
||||
settlementAccountType: '',
|
||||
settlementAccountNo: '',
|
||||
settlementDescription: ''
|
||||
});
|
||||
this.loadAgent();
|
||||
});
|
||||
}
|
||||
}
|
||||
Reference in New Issue
Block a user