DDS: Agent settlement (Agent Tran), Close Party account UI, reports UI, Party-Savings link field
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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="am-container">
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<div class="am-header">
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<button mat-stroked-button [routerLink]="['../']" class="am-back">
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<i class="fas fa-arrow-left"></i> {{ 'labels.heading.Organization' | translate }}
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</button>
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<h2 class="am-header__title">Agent Master Entry</h2>
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</div>
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<div class="am-card">
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<form [formGroup]="agentForm">
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<div class="am-section">
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<div class="am-section__header">
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<i class="fas fa-id-card"></i>
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<h3>Agent Details</h3>
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</div>
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<div class="am-grid">
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Client ID</mat-label>
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<input matInput required formControlName="clientId" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Agent Code</mat-label>
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<input matInput formControlName="agentCode" placeholder="Auto-generated" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field am-field--wide">
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<mat-label>Agent Name ID</mat-label>
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<input matInput required formControlName="agentNameId" placeholder="Person or institution name" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field am-field--wide">
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<mat-label>Agent Address (Line 1)</mat-label>
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<input matInput required formControlName="agentAddress1" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field am-field--wide">
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<mat-label>Agent Address (Line 2)</mat-label>
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<input matInput formControlName="agentAddress2" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Agent City</mat-label>
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<input matInput required formControlName="agentCity" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Agent PinCode</mat-label>
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<input matInput required formControlName="agentPinCode" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Agent Telephone</mat-label>
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<input matInput formControlName="agentTelephone" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Home Branch</mat-label>
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<input matInput required formControlName="homeBranch" />
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</mat-form-field>
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</div>
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</div>
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<div class="am-section">
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<div class="am-section__header">
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<i class="fas fa-percent"></i>
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<h3>Collection & Commission Settings</h3>
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</div>
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<div class="am-grid">
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Com. Calculation</mat-label>
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<mat-select required formControlName="commissionCalculation">
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<mat-option value="Yes">Yes</mat-option>
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<mat-option value="No">No</mat-option>
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</mat-select>
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>TDS</mat-label>
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<mat-select required formControlName="tdsApplicable">
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<mat-option value="Yes">Yes</mat-option>
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<mat-option value="No">No</mat-option>
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</mat-select>
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>TDS %</mat-label>
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<input matInput type="number" formControlName="tdsPercent" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Cur.TDS</mat-label>
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<input matInput formControlName="currentTds" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>TDS Amt</mat-label>
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<input matInput formControlName="tdsAmount" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Limit</mat-label>
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<input matInput type="number" formControlName="limit" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Machine Rent</mat-label>
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<input matInput type="number" formControlName="machineRent" />
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</mat-form-field>
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</div>
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</div>
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<div class="am-section">
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<div class="am-section__header">
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<i class="fas fa-piggy-bank"></i>
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<h3>Settlement & Security Accounts</h3>
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</div>
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<div class="am-grid">
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Saving Branch</mat-label>
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<input matInput required formControlName="savingBranch" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Agent Saving A/C Type</mat-label>
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<mat-select required formControlName="agentSavingAccountType">
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@for (accountType of agentSavingAccountTypes; track accountType) {
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<mat-option [value]="accountType">{{ accountType }}</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="am-field">
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<mat-label>Agent Saving A/C No</mat-label>
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<input matInput required formControlName="agentSavingAccountNo" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Trf Branch</mat-label>
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<input matInput formControlName="transferBranch" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Trf.Amt A/C Type</mat-label>
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<input matInput formControlName="transferAmountAccountType" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Trf.Amt A/C No</mat-label>
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<input matInput formControlName="transferAccountNo" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Agent Security Branch</mat-label>
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<input matInput formControlName="agentSecurityBranch" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Agent Security A/C Type</mat-label>
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<mat-select formControlName="agentSecurityAccountType">
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@for (accountType of agentSavingAccountTypes; track accountType) {
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<mat-option [value]="accountType">{{ accountType }}</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="am-field">
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<mat-label>Agent Security A/C No</mat-label>
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<input matInput formControlName="agentSecurityAccountNo" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Agent Opening Date</mat-label>
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<input matInput required [matDatepicker]="openingDatePicker" formControlName="agentOpeningDate" />
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<mat-datepicker-toggle matIconSuffix [for]="openingDatePicker"></mat-datepicker-toggle>
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<mat-datepicker #openingDatePicker></mat-datepicker>
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Agent Birth Date</mat-label>
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<input
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matInput
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required
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[max]="maxDate"
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[matDatepicker]="birthDatePicker"
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formControlName="agentBirthDate"
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/>
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<mat-datepicker-toggle matIconSuffix [for]="birthDatePicker"></mat-datepicker-toggle>
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<mat-datepicker #birthDatePicker></mat-datepicker>
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Agent Current Balance</mat-label>
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<input matInput formControlName="agentCurrentBalance" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Agent Opening Balance</mat-label>
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<input matInput formControlName="agentOpeningBalance" />
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</mat-form-field>
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</div>
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</div>
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<div class="am-section">
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<div class="am-section__header">
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<i class="fas fa-clock"></i>
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<h3>Collection Limit History</h3>
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<button mat-stroked-button type="button" class="am-add-guarantor" (click)="addLimit()">
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<i class="fas fa-plus"></i> Add Limit
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</button>
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</div>
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@if (limits.length === 0) {
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<p class="am-empty-guarantors">No limit periods added yet.</p>
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}
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@for (limitRow of limits.controls; track limitRow; let i = $index) {
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<div class="am-limit-row" [formGroup]="$any(limitRow)">
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>From Date</mat-label>
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<input matInput required [matDatepicker]="fromPicker" formControlName="fromDate" />
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<mat-datepicker-toggle matIconSuffix [for]="fromPicker"></mat-datepicker-toggle>
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<mat-datepicker #fromPicker></mat-datepicker>
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>To Date</mat-label>
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<input matInput required [matDatepicker]="toPicker" formControlName="toDate" />
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<mat-datepicker-toggle matIconSuffix [for]="toPicker"></mat-datepicker-toggle>
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<mat-datepicker #toPicker></mat-datepicker>
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Limit</mat-label>
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<input matInput required type="number" formControlName="limit" />
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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="am-remove-guarantor"
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(click)="removeLimit(i)"
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matTooltip="Remove limit period"
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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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<div class="am-section">
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<div class="am-section__header">
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<i class="fas fa-user-shield"></i>
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<h3>Guarantor's Detail</h3>
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<button mat-stroked-button type="button" class="am-add-guarantor" (click)="addGuarantor()">
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<i class="fas fa-plus"></i> Add Guarantor
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</button>
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</div>
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@if (guarantors.length === 0) {
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<p class="am-empty-guarantors">No guarantors added yet.</p>
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}
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@for (guarantor of guarantors.controls; track guarantor; let i = $index) {
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<div class="am-guarantor-row" [formGroup]="$any(guarantor)">
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Client ID</mat-label>
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<input matInput required formControlName="clientId" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Guarantor Name</mat-label>
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<input matInput required formControlName="guarantorName" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Address 1</mat-label>
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<input matInput required formControlName="address1" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Address 2</mat-label>
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<input matInput formControlName="address2" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>City</mat-label>
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<input matInput required formControlName="city" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Pin Code</mat-label>
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<input matInput required formControlName="pinCode" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Telephone</mat-label>
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<input matInput formControlName="telephone" />
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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="am-remove-guarantor"
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(click)="removeGuarantor(i)"
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matTooltip="Remove guarantor"
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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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<div class="am-section">
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<div class="am-section__header">
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<i class="fas fa-wallet"></i>
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<h3>Deductions & Deposits</h3>
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</div>
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<div class="am-grid">
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Comm</mat-label>
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<input matInput formControlName="commission" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Other Comm</mat-label>
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<input matInput type="number" formControlName="otherCommission" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Ag.Deposit</mat-label>
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<input matInput type="number" formControlName="agentDeposit" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Adv.Festival</mat-label>
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<input matInput type="number" formControlName="festivalAdvance" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="am-field">
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<mat-label>Other Deduction</mat-label>
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<input matInput type="number" formControlName="otherDeduction" />
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</mat-form-field>
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</div>
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</div>
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<div class="am-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-raised-button color="primary" type="button" [disabled]="agentForm.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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Reference in New Issue
Block a user