rd account save api update

src/app/deposits/recurring-deposits/create-recurring-deposits-account/create-recurring-deposits-account.component.ts

@@ -145,22 +145,41 @@ export class CreateRecurringDepositsAccountComponent {
     const locale = this.settingsService.language.code;
     const dateFormat = this.settingsService.dateFormat;
     const monthDayFormat = 'dd MMMM';
-    const recurringDepositAccount = {
+
-      ...this.recurringDepositAccount,
+    const details = this.recurringDepositAccount;
-      ...this.recurringDepositsAccountCurrencyStep.currencyStepData,
+    const currencyStep = this.recurringDepositsAccountCurrencyStep;
+
+    const recurringDepositAccount: any = {
+      ...details,
       clientId: this.recurringDepositsAccountTemplate.clientId,
       charges: [],
       isCalendarInherited: false,
-      submittedOnDate: this.dateUtils.formatDate(this.recurringDepositAccount.submittedOnDate, dateFormat),
+      mandatoryRecommendedDepositAmount: 0,
-      expectedFirstDepositOnDate: this.dateUtils.formatDate(
+      recurringFrequency: 1,
-        this.recurringDepositAccount.expectedFirstDepositOnDate,
+      recurringFrequencyType: 2,
-        dateFormat
+      submittedOnDate: this.dateUtils.formatDate(details.submittedOnDate, dateFormat),
-      ),
+      expectedFirstDepositOnDate: this.dateUtils.formatDate(details.expectedFirstDepositOnDate, dateFormat),
       dateFormat,
       monthDayFormat,
-      locale
+      locale,
+      // Currency step overrides
+      balanceSwapOption: currencyStep?.balanceSwapOption ?? details.balanceSwapOption ?? false,
+      msme: currencyStep?.msme ?? details.msme ?? false,
+      autoDebitFacility: currencyStep?.autoDebitFacility ?? details.autoDebitFacility ?? false
     };
 
+    // Tenure from interest rate chart step (depositPeriod in days)
+    const tenureDays = this.rdTenureDays;
+    if (tenureDays && tenureDays > 0) {
+      recurringDepositAccount.depositPeriod = tenureDays;
+      recurringDepositAccount.depositPeriodFrequencyId = 0; // 0 = Days
+    }
+
+    // Nominee from currency step
+    if (currencyStep?.nomineeData) {
+      recurringDepositAccount.nominee = currencyStep.nomineeData;
+    }
+
     this.recurringDepositsService.createRecurringDepositAccount(recurringDepositAccount).subscribe((response: any) => {
       this.router.navigate(
         [

src/app/deposits/recurring-deposits/recurring-deposits-account-stepper/recurring-deposits-account-details-step/recurring-deposits-account-details-step.component.ts

@@ -494,6 +494,13 @@ export class RecurringDepositsAccountDetailsStepComponent implements OnInit {
   get recurringDepositAccountDetails() {
     const value = this.recurringDepositAccountDetailsForm.value;
 
+    if (this.selectedAccountType) {
+      value.accountType = this.selectedAccountType;
+    }
+    if (this.selectedCustomerSegment) {
+      value.customerSegment = this.selectedCustomerSegment;
+    }
+
     if (this.selectedAccountStatus) {
       value.accountStatus = this.selectedAccountStatus;
     }
@@ -503,8 +510,8 @@ export class RecurringDepositsAccountDetailsStepComponent implements OnInit {
       value.jointHolders = [
         {
           clientId: this.primaryClientId,
-          clientName: this.primaryClientName,
+          displayName: this.primaryClientName,
-          clientCif: this.primaryClientCif,
+          cifNumber: this.primaryClientCif,
           sharePercentage: this.primaryHolderShare,
           isMandatory: true,
           isPrimary: true,
@@ -513,8 +520,8 @@ export class RecurringDepositsAccountDetailsStepComponent implements OnInit {
         },
         ...this.jointHolders.map((h) => ({
           clientId: h.clientId,
-          clientName: h.clientName,
+          displayName: h.clientName,
-          clientCif: h.clientCif,
+          cifNumber: h.clientCif,
           sharePercentage: h.sharePercentage,
           isMandatory: h.isMandatory,
           isPrimary: false,
@@ -535,9 +542,9 @@ export class RecurringDepositsAccountDetailsStepComponent implements OnInit {
     if (this.selectedAccountStatus === 'MINOR') {
       value.guardianClientId = this.guardianClientId;
       value.guardianName = this.guardianName;
-      value.guardianCif = this.guardianCif;
+      value.guardianCifNumber = this.guardianCif;
       value.guardianRelationship = this.guardianRelationship;
-      value.minorDob = this.minorDob ? this.dateUtils.formatDate(this.minorDob, 'yyyy-MM-dd') : null;
+      value.minorDateOfBirth = this.minorDob ? this.dateUtils.formatDate(this.minorDob, 'yyyy-MM-dd') : null;
     }
 
     if (this.selectedLinkedAccount) {

src/app/deposits/recurring-deposits/recurring-deposits-account-stepper/recurring-deposits-account-preview-step/recurring-deposits-account-preview-step.component.html

@@ -43,6 +43,237 @@
     </div>
   </div>
 
+  <!-- ══ 1b. Status of Account ════════════════════════════════════ -->
+  @if (recurringDepositAccountData?.accountStatus) {
+    <div class="preview-section">
+      <div class="preview-section__header">
+        <i class="fas fa-id-card preview-section__icon"></i>
+        <span class="preview-section__title">Status of Account</span>
+        <span class="preview-section__badge">RBI Guidelines</span>
+      </div>
+      <div class="preview-body">
+        <!-- Status Tile -->
+        <div class="preview-soa-status-row">
+          <span class="preview-soa-tile">
+            @switch (recurringDepositAccountData.accountStatus) {
+              @case ('INDIVIDUAL_MALE') {
+                <i class="fas fa-male"></i> Individual (Male)
+              }
+              @case ('INDIVIDUAL_FEMALE') {
+                <i class="fas fa-female"></i> Individual (Female)
+              }
+              @case ('SINGLE') {
+                <i class="fas fa-user-circle"></i> Single Account
+              }
+              @case ('JOINT') {
+                <i class="fas fa-users"></i> Joint Account
+              }
+              @case ('MINOR') {
+                <i class="fas fa-child"></i> Minor Account
+              }
+              @case ('SENIOR_CITIZEN') {
+                <i class="fas fa-user-clock"></i> Senior Citizen
+              }
+              @default {
+                {{ recurringDepositAccountData.accountStatus }}
+              }
+            }
+          </span>
+        </div>
+
+        <!-- JOINT: Mode of Operation + Holders Table -->
+        @if (recurringDepositAccountData.accountStatus === 'JOINT') {
+          <div class="preview-grid preview-grid--three" style="margin-top: 12px">
+            <div class="preview-field">
+              <span class="preview-label">Mode of Operation</span>
+              <span class="preview-value">
+                @switch (recurringDepositAccountData.modeOfOperation) {
+                  @case ('EITHER_OR_SURVIVOR') {
+                    Either or Survivor
+                  }
+                  @case ('FORMER_OR_SURVIVOR') {
+                    Former or Survivor
+                  }
+                  @case ('JOINTLY') {
+                    Jointly
+                  }
+                  @case ('ANYONE_OR_SURVIVOR') {
+                    Anyone or Survivor
+                  }
+                  @default {
+                    {{ recurringDepositAccountData.modeOfOperation || '—' }}
+                  }
+                }
+              </span>
+            </div>
+          </div>
+          @if (recurringDepositAccountData.jointHolders?.length) {
+            <div class="preview-soa-table-wrap">
+              <table class="preview-soa-tbl">
+                <thead>
+                  <tr>
+                    <th class="preview-soa-th">Sr.</th>
+                    <th class="preview-soa-th">Holder Name</th>
+                    <th class="preview-soa-th">CIF No.</th>
+                    <th class="preview-soa-th">Ownership %</th>
+                    <th class="preview-soa-th">Signing</th>
+                    <th class="preview-soa-th">Role</th>
+                  </tr>
+                </thead>
+                <tbody>
+                  @for (holder of recurringDepositAccountData.jointHolders; track holder.clientId; let i = $index) {
+                    <tr [class.preview-soa-tr--primary]="holder.isPrimary">
+                      <td class="preview-soa-td">{{ i + 1 }}</td>
+                      <td class="preview-soa-td">
+                        {{ holder.displayName || holder.clientName || '—' }}
+                        @if (holder.isPrimary) {
+                          <span class="preview-soa-primary-tag">Primary</span>
+                        }
+                      </td>
+                      <td class="preview-soa-td preview-mono">{{ holder.cifNumber || holder.clientCif || '—' }}</td>
+                      <td class="preview-soa-td">{{ holder.sharePercentage ?? '—' }}%</td>
+                      <td class="preview-soa-td">{{ holder.isMandatory ? 'Mandatory' : 'Optional' }}</td>
+                      <td class="preview-soa-td">{{ holder.isPrimary ? 'Primary Account Holder' : 'Co-Holder' }}</td>
+                    </tr>
+                  }
+                </tbody>
+              </table>
+            </div>
+          }
+        }
+
+        <!-- INDIVIDUAL_MALE: Special Category -->
+        @if (
+          recurringDepositAccountData.accountStatus === 'INDIVIDUAL_MALE' && recurringDepositAccountData.specialCategory
+        ) {
+          <div class="preview-grid preview-grid--three" style="margin-top: 12px">
+            <div class="preview-field">
+              <span class="preview-label">Special Category</span>
+              <span class="preview-value">
+                @switch (recurringDepositAccountData.specialCategory) {
+                  @case ('DEFENCE') {
+                    Defence Personnel
+                  }
+                  @case ('EX_SERVICEMAN') {
+                    Ex-Serviceman
+                  }
+                  @case ('GOVT_EMPLOYEE') {
+                    Government Employee
+                  }
+                  @case ('PHYSICALLY_CHALLENGED') {
+                    Physically Challenged
+                  }
+                  @case ('NRI') {
+                    NRI (Non-Resident Indian)
+                  }
+                  @case ('NONE') {
+                    None / General
+                  }
+                  @default {
+                    {{ recurringDepositAccountData.specialCategory }}
+                  }
+                }
+              </span>
+            </div>
+          </div>
+        }
+
+        <!-- INDIVIDUAL_FEMALE: Weaker Section -->
+        @if (
+          recurringDepositAccountData.accountStatus === 'INDIVIDUAL_FEMALE' && recurringDepositAccountData.weakerSection
+        ) {
+          <div class="preview-grid preview-grid--three" style="margin-top: 12px">
+            <div class="preview-field">
+              <span class="preview-label">Weaker Section</span>
+              <span class="preview-value">
+                @switch (recurringDepositAccountData.weakerSection) {
+                  @case ('BPL') {
+                    BPL (Below Poverty Line)
+                  }
+                  @case ('SC_ST') {
+                    SC / ST Category
+                  }
+                  @case ('MINORITY') {
+                    Minority Community
+                  }
+                  @case ('SHG') {
+                    Self Help Group Member
+                  }
+                  @case ('PMJDY') {
+                    PMJDY Beneficiary
+                  }
+                  @case ('NONE') {
+                    None / General
+                  }
+                  @default {
+                    {{ recurringDepositAccountData.weakerSection }}
+                  }
+                }
+              </span>
+            </div>
+          </div>
+        }
+
+        <!-- MINOR: Guardian Details -->
+        @if (recurringDepositAccountData.accountStatus === 'MINOR') {
+          <div class="preview-grid preview-grid--three" style="margin-top: 12px">
+            @if (recurringDepositAccountData.guardianName) {
+              <div class="preview-field">
+                <span class="preview-label">Guardian Name</span>
+                <span class="preview-value">{{ recurringDepositAccountData.guardianName }}</span>
+              </div>
+            }
+            @if (recurringDepositAccountData.guardianCifNumber) {
+              <div class="preview-field">
+                <span class="preview-label">Guardian CIF</span>
+                <span class="preview-value preview-mono">{{ recurringDepositAccountData.guardianCifNumber }}</span>
+              </div>
+            }
+            @if (recurringDepositAccountData.guardianRelationship) {
+              <div class="preview-field">
+                <span class="preview-label">Relationship</span>
+                <span class="preview-value">{{ recurringDepositAccountData.guardianRelationship }}</span>
+              </div>
+            }
+            @if (recurringDepositAccountData.minorDateOfBirth) {
+              <div class="preview-field">
+                <span class="preview-label">Minor DOB</span>
+                <span class="preview-value">{{ recurringDepositAccountData.minorDateOfBirth }}</span>
+              </div>
+            }
+          </div>
+        }
+      </div>
+    </div>
+  }
+
+  <!-- ══ 1c. Linked Account ════════════════════════════════════════ -->
+  @if (recurringDepositAccountData?.linkedAccountId) {
+    <div class="preview-section">
+      <div class="preview-section__header">
+        <i class="fas fa-link preview-section__icon"></i>
+        <span class="preview-section__title">Linked Deposit Account</span>
+        <span class="preview-section__badge">{{ recurringDepositAccountData.linkedAccountType }}</span>
+      </div>
+      <div class="preview-body">
+        <div class="preview-grid preview-grid--three">
+          <div class="preview-field">
+            <span class="preview-label">Account No</span>
+            <span class="preview-value preview-mono">{{ recurringDepositAccountData.linkedAccountNo }}</span>
+          </div>
+          <div class="preview-field">
+            <span class="preview-label">Account Type</span>
+            <span class="preview-value">{{ recurringDepositAccountData.linkedAccountType }}</span>
+          </div>
+          <div class="preview-field">
+            <span class="preview-label">Account ID</span>
+            <span class="preview-value preview-mono">{{ recurringDepositAccountData.linkedAccountId }}</span>
+          </div>
+        </div>
+      </div>
+    </div>
+  }
+
   <!-- ══ 2. Product Classification ════════════════════════════════ -->
   @if (
     recurringDepositsAccountProductTemplate?.accountType ||

src/app/deposits/recurring-deposits/recurring-deposits-account-stepper/recurring-deposits-account-preview-step/recurring-deposits-account-preview-step.component.scss

@@ -16,18 +16,18 @@
 
 // ── Section card ─────────────────────────────────────────────────────────────
 .preview-section {
-  border: 1px solid #e0e0e0;
+  border: 1px solid #e2e8f0;
-  border-radius: 8px;
+  border-radius: 10px;
   overflow: hidden;
   background: #fff;
-  box-shadow: 0 1px 3px rgb(0 0 0 / 6%);
+  box-shadow: 0 1px 4px rgb(0 0 0 / 5%);
 
   &__header {
     display: flex;
     align-items: center;
     gap: 8px;
-    background: #f5f5f5;
+    background: #f8fafc;
-    border-bottom: 1px solid #e0e0e0;
+    border-bottom: 1px solid #e2e8f0;
     padding: 0.6rem 1rem;
   }
 
@@ -40,11 +40,11 @@
 
   &__title {
     flex: 1;
-    font-size: 0.95rem;
+    font-size: 0.82rem;
-    font-weight: 600;
+    font-weight: 700;
-    color: #333;
+    color: #1e293b;
     text-transform: uppercase;
-    letter-spacing: 0.04em;
+    letter-spacing: 0.06em;
   }
 
   &__badge {
@@ -93,7 +93,7 @@
 // ── Grid ─────────────────────────────────────────────────────────────────────
 .preview-grid {
   display: grid;
-  gap: 0.75rem 1.5rem;
+  gap: 0.85rem 1.5rem;
 
   &--three {
     grid-template-columns: repeat(3, 1fr);
@@ -116,33 +116,38 @@
 }
 
 .preview-label {
-  font-size: 0.72rem;
+  font-size: 0.68rem;
-  color: #888;
+  color: #94a3b8;
-  font-weight: 500;
+  font-weight: 600;
   text-transform: uppercase;
-  letter-spacing: 0.04em;
+  letter-spacing: 0.05em;
 }
 
 .preview-value {
-  font-size: 0.92rem;
+  font-size: 0.9rem;
-  color: #222;
+  color: #1e293b;
   font-weight: 500;
 }
 
 // ── Yes/No badge ─────────────────────────────────────────────────────────────
 .preview-badge {
   display: inline-block;
-  padding: 0.1rem 0.55rem;
+  padding: 0.15rem 0.6rem;
   border-radius: 12px;
-  font-size: 0.78rem;
+  font-size: 0.75rem;
   font-weight: 600;
-  background: #ffebee;
+  background: #fef2f2;
-  color: #c62828;
+  color: #dc2626;
   width: fit-content;
 
   &--yes {
-    background: #e8f5e9;
+    background: #f0fdf4;
-    color: #2e7d32;
+    color: #15803d;
+  }
+
+  &--warn {
+    background: #fef3c7;
+    color: #92400e;
   }
 }
 
@@ -339,6 +344,81 @@
   }
 }
 
+// ── Status of Account (SOA) ───────────────────────────────────────────────────
+.preview-soa-status-row {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+}
+
+.preview-soa-tile {
+  display: inline-flex;
+  align-items: center;
+  gap: 8px;
+  padding: 8px 20px;
+  border-radius: 999px;
+  font-size: 14px;
+  font-weight: 700;
+  background: #eff6ff;
+  color: #1d4ed8;
+  border: 2px solid #bfdbfe;
+
+  i {
+    font-size: 16px;
+  }
+}
+
+.preview-soa-table-wrap {
+  margin-top: 14px;
+  overflow-x: auto;
+  border-radius: 8px;
+  border: 1px solid #e2e8f0;
+}
+
+.preview-soa-tbl {
+  width: 100%;
+  border-collapse: collapse;
+  font-size: 13px;
+}
+
+.preview-soa-th {
+  background: #f8fafc;
+  padding: 8px 12px;
+  text-align: left;
+  font-weight: 600;
+  color: #475569;
+  border-bottom: 1px solid #e2e8f0;
+  white-space: nowrap;
+}
+
+.preview-soa-td {
+  padding: 10px 12px;
+  border-bottom: 1px solid #f1f5f9;
+  color: #0f172a;
+  vertical-align: middle;
+}
+
+.preview-soa-tr--primary {
+  background: #f0f9ff;
+
+  .preview-soa-td {
+    font-weight: 600;
+  }
+}
+
+.preview-soa-primary-tag {
+  display: inline-block;
+  margin-left: 6px;
+  padding: 1px 8px;
+  border-radius: 999px;
+  font-size: 10px;
+  font-weight: 700;
+  background: #dbeafe;
+  color: #1d4ed8;
+  border: 1px solid #bfdbfe;
+  vertical-align: middle;
+}
+
 // ── Product feature flag rows (same style as details step) ────────────────────
 .preview-feature-list {
   margin-top: 1rem;

src/environments/.env.ts

@@ -9,8 +9,8 @@
 /* tslint:disable */
 export default {
   'mifos_x': {
-    'version': '260429',
+    'version': '260430',
-    'hash': '0d3d8379'
+    'hash': '2d4fb423'
   },
   'allow_switching_backend_instance': true
 };

src/theme/_content.scss

@@ -31,7 +31,8 @@
   mifosx-loans-view,
   mifosx-shares-account-view,
   mifosx-recurring-deposits-account-view,
-  mifosx-savings-account-view {
+  mifosx-savings-account-view,
+  mifosx-current-account-account-view {
     .account-card {
       margin: 0 auto;
       max-width: 90rem;
@@ -98,7 +99,8 @@
       }
 
       .content {
-        .savings-account-tables {
+        .savings-account-tables,
+        .current-account-tables {
           padding: 1%;
           margin: 1%;
 

src/theme/_dark_content.scss

@@ -69,7 +69,8 @@
   mifosx-loans-view,
   mifosx-shares-account-view,
   mifosx-recurring-deposits-account-view,
-  mifosx-savings-account-view {
+  mifosx-savings-account-view,
+  mifosx-current-account-account-view {
     .account-card {
       margin: 0 auto;
       max-width: 90rem;
@@ -137,7 +138,8 @@
       }
 
       .content {
-        .savings-account-tables {
+        .savings-account-tables,
+        .current-account-tables {
           padding: 1%;
           margin: 1%;