feat(shares): route dividend cash claims through cashier token disbursement
Cash claims now require a token at claim submission; a cashier redeems it at Transaction Entry to record physical hand-over, mirroring the existing clerk-withdrawal-request flow -- no double-disbursement, and the manager never hands over cash directly at approval time. Also: dividend-claim tokens fall back through the same TOK. NO. lookup used for withdrawal requests, silenced against the global error interceptor since the caller already handles every outcome; the account summary card now shows "Dividend Claim" instead of a misleading "A/c Savings" label when resolving one; and cash amounts are floored to whole rupees client-side to match cash's whole-rupee denominations. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
This commit is contained in:
@@ -7,8 +7,9 @@
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*/
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import { Injectable, inject } from '@angular/core';
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import { HttpClient, HttpParams } from '@angular/common/http';
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import { HttpClient, HttpContext, HttpParams } from '@angular/common/http';
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import { Observable } from 'rxjs';
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import { SILENT_HTTP_ERROR } from '../core/http/silent-error.token';
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/** HTTP service for Clerk Withdrawal Request maker-checker workflow. */
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@Injectable({ providedIn: 'root' })
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@@ -50,8 +51,12 @@ export class ClerkWithdrawalService {
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return this.http.post(`/clerk/withdrawal-requests/${id}/reject`, { reason });
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}
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// Silenced: onTokNoBlur() probes this expecting a possible legitimate 404 (token not from this
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// pool, could be a dividend claim's instead) and shows its own tailored message either way.
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getByToken(token: string): Observable<any> {
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return this.http.get(`/clerk/withdrawal-requests/by-token/${encodeURIComponent(token)}`);
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return this.http.get(`/clerk/withdrawal-requests/by-token/${encodeURIComponent(token)}`, {
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context: new HttpContext().set(SILENT_HTTP_ERROR, true)
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});
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}
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disburse(id: number, denominationData: string | null, transactionAmount?: number): Observable<any> {
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@@ -925,42 +925,50 @@
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<div class="te-acs-meta">
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<span
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class="te-acs-tag"
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[class.te-acs-tag--active]="accountDetails?.status?.value === 'Active'"
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[class.te-acs-tag--active]="activeDividendClaimRequest || accountDetails?.status?.value === 'Active'"
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[class.te-acs-tag--blocked]="accountDetails?.status?.value === 'Blocked'"
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[class.te-acs-tag--dormant]="accountDetails?.subStatus?.value === 'Dormant'"
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>{{
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accountDetails?.subStatus?.value === 'Dormant' ? 'Dormant' : (accountDetails?.status?.value ?? '—')
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activeDividendClaimRequest
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? 'Awaiting Disbursement'
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: accountDetails?.subStatus?.value === 'Dormant'
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? 'Dormant'
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: (accountDetails?.status?.value ?? '—')
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}}</span
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>
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<span class="te-acs-kv"
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><b>A/c</b>
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{{
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accountDetails?.depositType?.value ||
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(selectedRow?.acTyp === 'CA'
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? 'Current'
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: selectedRow?.acTyp === 'SD'
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? 'Savings'
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: selectedRow?.acTyp === 'FD'
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? 'Fixed Dep.'
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: selectedRow?.acTyp === 'RD'
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? 'Recurring'
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: selectedRow?.acTyp === 'GL'
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? (accountDetails?.type?.value ?? 'GL Account')
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: selectedRow?.acTyp === 'SHR'
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? 'Share'
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: selectedRow?.acTyp === 'LA'
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? 'Loan'
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: '—')
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(activeDividendClaimRequest
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? 'Dividend Claim'
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: selectedRow?.acTyp === 'CA'
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? 'Current'
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: selectedRow?.acTyp === 'SD'
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? 'Savings'
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: selectedRow?.acTyp === 'FD'
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? 'Fixed Dep.'
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: selectedRow?.acTyp === 'RD'
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? 'Recurring'
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: selectedRow?.acTyp === 'GL'
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? (accountDetails?.type?.value ?? 'GL Account')
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: selectedRow?.acTyp === 'SHR'
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? 'Share'
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: selectedRow?.acTyp === 'LA'
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? 'Loan'
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: '—')
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}}</span
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>
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<span class="te-acs-kv"><b>Branch</b> {{ officeName ?? '—' }}</span>
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<span class="te-acs-kv"
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><b>Product</b>
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{{
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accountDetails?.savingsProductName ||
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accountDetails?.depositProductName ||
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accountDetails?.productName ||
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'—'
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activeDividendClaimRequest
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? 'Dividend Cash Payout'
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: accountDetails?.savingsProductName ||
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accountDetails?.depositProductName ||
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accountDetails?.productName ||
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'—'
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}}</span
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>
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<span class="te-acs-kv"
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@@ -11,7 +11,7 @@ import { CommonModule } from '@angular/common';
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import { DomSanitizer, SafeResourceUrl } from '@angular/platform-browser';
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import { FormsModule } from '@angular/forms';
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import { HttpClient, HttpParams } from '@angular/common/http';
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import { catchError, debounceTime, distinctUntilChanged } from 'rxjs/operators';
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import { catchError, debounceTime, distinctUntilChanged, map } from 'rxjs/operators';
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import { forkJoin, of, Subject } from 'rxjs';
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import { MatDialog, MatDialogModule, MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
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import { MatIconModule } from '@angular/material/icon';
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@@ -20,6 +20,7 @@ import { CashierService } from '../cashier.service';
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import { AuthenticationService } from '../../core/authentication/authentication.service';
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import { ClerkUiStateService, ClerkSavedAccount } from '../clerk-ui-state.service';
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import { ClerkWithdrawalService } from '../clerk-withdrawal.service';
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import { DividendClaimRequestService } from '../../clerk/dividend-claim-request.service';
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import { ClerkDisbursementService } from '../clerk-disbursement.service';
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import { ClerkShareWithdrawalService } from '../clerk-share-withdrawal.service';
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import { CashierDepositService } from '../cashier-deposit.service';
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@@ -749,6 +750,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
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// Active approved withdrawal (cashier disburse flow)
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activeWithdrawalRequest: any = null;
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activeDividendClaimRequest: any = null;
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loadingWithdrawal = false;
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private http = inject(HttpClient);
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@@ -757,6 +759,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
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private dialog = inject(MatDialog);
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private clerkUiState = inject(ClerkUiStateService);
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private clerkWithdrawalService = inject(ClerkWithdrawalService);
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private dividendClaimRequestService = inject(DividendClaimRequestService);
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private clerkDisbursementService = inject(ClerkDisbursementService);
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private clerkShareWithdrawalService = inject(ClerkShareWithdrawalService);
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private cashierDepositService = inject(CashierDepositService);
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@@ -1731,10 +1734,28 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
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const token = row.tokNo.trim();
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this.loadingWithdrawal = true;
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this.activeWithdrawalRequest = null;
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this.activeDividendClaimRequest = null;
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this.clerkWithdrawalService
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.getByToken(token)
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.pipe(
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catchError((err: any) => {
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// Not a withdrawal-request token at all (as opposed to PENDING/WITHDRAWN/REJECTED,
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// which are legitimate matches with their own specific error) — try the dividend
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// cash-claim token pool before giving up, since both share the same TOK. NO. field.
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if (err?.status === 404) {
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return this.dividendClaimRequestService.getByToken(token).pipe(
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catchError((divErr: any) => {
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this.loadingWithdrawal = false;
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const msg: string =
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divErr?.error?.message ??
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divErr?.error?.errors?.[0]?.defaultUserMessage ??
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`Token '${token}' could not be verified. Please try again.`;
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this.showAlert('error', `Token '${token}'`, [msg]);
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return of(null);
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}),
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map((divReq: any) => (divReq ? { __dividendClaim: true, ...divReq } : null))
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);
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}
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this.loadingWithdrawal = false;
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const msg: string =
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err?.error?.message ??
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@@ -1747,6 +1768,24 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
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.subscribe((req: any) => {
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this.loadingWithdrawal = false;
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if (!req) return;
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if (req.__dividendClaim) {
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this.activeDividendClaimRequest = req;
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// No real savings/current account backs a dividend cash claim (it's a pure GL
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// liability settled at claim-approval time) — stub just enough of accountDetails
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// and kycDetails for onSave()'s generic guards to pass without stale/unrelated data.
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this.accountDetails = { id: null, accountNo: 'DIVIDEND-CLAIM-' + req.id, clientName: req.client_name };
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this.kycDetails = null;
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this.clientDetails = null;
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this.accountError = '';
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row.acNo = req.client_name ?? 'Dividend Claim #' + req.id;
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row.acTyp = 'SD';
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row.amount = Number(req.amount) || null;
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row.dbCr = 'Dr';
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this.selectedRow = row;
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return;
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}
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this.activeWithdrawalRequest = req;
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row.acNo = req.account_no ?? '';
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row.acTyp = 'SD';
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@@ -3012,7 +3051,13 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
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}
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// Cashier direct withdrawal BLOCKED — must use approved maker-checker token
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if (!this.isClerk && !this.reviewMode && !isDeposit && !this.activeWithdrawalRequest) {
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if (
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!this.isClerk &&
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!this.reviewMode &&
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!isDeposit &&
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!this.activeWithdrawalRequest &&
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!this.activeDividendClaimRequest
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) {
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this.showAlert('error', 'Direct Withdrawal Not Permitted', [
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'Withdrawals cannot be processed directly by the cashier.',
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'All withdrawals must go through the Clerk → Manager approval process.',
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@@ -3021,9 +3066,15 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
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return;
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}
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// Approved withdrawal: amount/denomination must exactly match
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if (!this.isClerk && this.activeWithdrawalRequest && !isDeposit) {
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const approvedAmt = Number(this.activeWithdrawalRequest.amount);
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// Approved withdrawal / dividend cash claim: amount/denomination must exactly match
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if (!this.isClerk && (this.activeWithdrawalRequest || this.activeDividendClaimRequest) && !isDeposit) {
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const rawApprovedAmt = Number(this.activeWithdrawalRequest?.amount ?? this.activeDividendClaimRequest?.amount);
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// A dividend cash claim's liability is stored with paise precision (a proportional profit
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// share), but cash can only be handed over in whole-rupee notes/coins -- compare against
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// the floored amount so an exact denomination match is actually achievable. Ordinary
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// withdrawal-request amounts are already whole rupees by convention, so this only changes
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// behavior for dividend claims.
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const approvedAmt = this.activeDividendClaimRequest ? Math.floor(rawApprovedAmt) : rawApprovedAmt;
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if (Math.abs(amount - approvedAmt) > 0.005) {
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if (isCash) {
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this.showAlert('error', 'Denomination Mismatch — Approved Withdrawal', [
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@@ -3116,6 +3167,30 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
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const isCash = !!selectedPtEarly?.isCashPayment;
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const isGlType = row.acTyp === 'GL';
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// Dividend cash claim token disbursement: the GL entry (Dr Dividend Payable / Cr Cash at
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// Main Vault) already posted at claim-approval time — there is no real savings/current
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// account behind this row, so skip balance/min-balance/KYC/dormant/facility checks entirely
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// (none apply to a GL-only liability payout) and go straight to the confirm dialog.
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if (this.activeDividendClaimRequest) {
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if (!row.paymentTypeId) {
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this.showAlert('error', 'Payment Type Required', ['Please select Payment Type (Cash / Cheque / NEFT etc.)']);
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return;
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}
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if (isWithdrawal && this.denominationTotal > 0 && this.hasWithdrawalDenomOverdraft) {
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const lines = this.denominationOverdrafts.map(
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(o) => `${o.label}: Need ${o.requested}, Available ${o.available} (Short by ${o.shortfall})`
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);
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this.showAlert('error', 'Insufficient Denomination Stock', [
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'Your cash drawer does not have enough notes/coins:',
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...lines,
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'Adjust denomination or request vault replenishment.'
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]);
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return;
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}
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this.openConfirmDialog(row, amount, isDeposit, selectedPtEarly);
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return;
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}
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// GL transactions post as journal entries — skip account-level facility/balance checks
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if (isGlType) {
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if (!this.cashVaultGlId) {
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@@ -3261,7 +3336,8 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
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private openConfirmDialog(row: TxnRow, amount: number, isDeposit: boolean, selectedPt: any): void {
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// Token-based cashier disbursement: balance was already deducted at manager approval
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const isDisbursement = !isDeposit && !this.isClerk && !!this.activeWithdrawalRequest;
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const isDisbursement =
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!isDeposit && !this.isClerk && (!!this.activeWithdrawalRequest || !!this.activeDividendClaimRequest);
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// Cashier deposit (savings/current/GL) goes via maker-checker: balance credits only after manager approval
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const isDepositRequest =
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isDeposit &&
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@@ -3292,7 +3368,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
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paymentType: selectedPt?.name ?? 'Cash',
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chequeNo: row.chequeNo || null,
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symbol: this.currencySymbol,
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tokNo: this.activeWithdrawalRequest?.tok_no ?? null,
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tokNo: this.activeWithdrawalRequest?.tok_no ?? this.activeDividendClaimRequest?.tok_no ?? null,
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isDdCashGl: this.isDdCashGlRow(row),
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ddFaceValue: row.amount ?? 0,
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ddCharges: row.ddCharges ?? 0,
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@@ -3354,9 +3430,52 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
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return;
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}
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// Dividend cash claim token disbursement → GL entry already posted at claim-approval time.
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// Do NOT post any new transaction/journal entry — just record the physical hand-over via
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// DividendClaimRequestService, mirroring the activeWithdrawalRequest branch just below.
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if (!this.isClerk && this.activeDividendClaimRequest && !isDeposit) {
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this.saving = true;
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const selectedPtDisb = this.paymentTypes.find((p: any) => p.id === row.paymentTypeId);
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const denomJson =
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selectedPtDisb?.isCashPayment && this.denominationTotal > 0 ? JSON.stringify(this.denominationCounts) : null;
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const req = this.activeDividendClaimRequest;
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this.dividendClaimRequestService
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.disburse(req.id, denomJson, amount)
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.pipe(
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catchError((err: any) => {
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const msg =
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err?.error?.message ??
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err?.error?.errors?.[0]?.defaultUserMessage ??
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'Disbursement recording failed. Please try again.';
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this.showAlert('error', 'Disbursement Failed', [msg]);
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this.saving = false;
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return of(null);
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})
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)
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.subscribe((res: any) => {
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this.saving = false;
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if (res) {
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this.showAlert('success', 'Cash Disbursed Successfully', [
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`₹${amount.toLocaleString('en-IN', { minimumFractionDigits: 2 })} disbursed to customer.`,
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`Token No: ${req.tok_no} · Client: ${req.client_name}`
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]);
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this.activeDividendClaimRequest = null;
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this.clearDenominations();
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this.loadOpeningPosition();
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}
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});
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return;
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}
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// Hard block: cashier direct withdrawal never reaches here — caught in onSave()
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// Extra safety net in case confirmSubmit() is ever called directly
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if (!this.isClerk && !this.reviewMode && !isDeposit && !this.activeWithdrawalRequest) {
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if (
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!this.isClerk &&
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!this.reviewMode &&
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!isDeposit &&
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!this.activeWithdrawalRequest &&
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!this.activeDividendClaimRequest
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) {
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this.showAlert('error', 'Direct Withdrawal Not Permitted', [
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'Withdrawals must go through the maker-checker approval process.',
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'Enter the approved token number to disburse.'
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@@ -7,8 +7,9 @@
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*/
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import { Injectable, inject } from '@angular/core';
|
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import { HttpClient } from '@angular/common/http';
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import { HttpClient, HttpContext } from '@angular/common/http';
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import { Observable } from 'rxjs';
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import { SILENT_HTTP_ERROR } from '../core/http/silent-error.token';
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/**
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* HTTP service for the maker-checker "claim my dividend early" workflow — a clerk submits a claim
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@@ -27,6 +28,7 @@ export class DividendClaimRequestService {
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savingsAccountId?: number;
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savingsApplyAmount?: number;
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cashApplyAmount?: number;
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tokNo?: string;
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}
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): Observable<any> {
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const body: any = { lockId };
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@@ -45,9 +47,27 @@ export class DividendClaimRequestService {
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if (breakdown.cashApplyAmount != null) {
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body.cashApplyAmount = String(breakdown.cashApplyAmount);
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}
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if (breakdown.tokNo != null) {
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body.tokNo = breakdown.tokNo;
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}
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return this.http.post('/clerk/dividend-claim-requests', body);
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}
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// Silenced: onTokNoBlur() in Transaction Entry probes this only after the withdrawal-request
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// token pool 404s, and shows its own tailored message either way.
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getByToken(token: string): Observable<any> {
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return this.http.get(`/clerk/dividend-claim-requests/by-token/${encodeURIComponent(token)}`, {
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context: new HttpContext().set(SILENT_HTTP_ERROR, true)
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});
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}
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disburse(id: number, denominationData: string | null, transactionAmount?: number): Observable<any> {
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return this.http.post(`/clerk/dividend-claim-requests/${id}/disburse`, {
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denominationData,
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transactionAmount: transactionAmount != null ? String(transactionAmount) : null
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});
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}
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getOverdueLoans(clientId: number): Observable<any> {
|
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return this.http.get(`/clerk/dividend-claim-requests/overdue-loans/${clientId}`);
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}
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@@ -283,6 +283,12 @@
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<span>Cash</span>
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<input type="number" [(ngModel)]="claimCashAmount[l.lockId]" min="0" step="0.01" />
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</label>
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@if (claimCashAmount[l.lockId] > 0) {
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<label class="inv-form-field">
|
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<span>Token No. (for cashier hand-over)</span>
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<input type="text" [(ngModel)]="claimTokNo[l.lockId]" />
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</label>
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}
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<div class="dd-apply-panel-total">
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Total: {{ claimTotal(l) | number: '1.2-2' }} / {{ l.amount | number: '1.2-2' }}
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</div>
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@@ -353,7 +359,12 @@
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}}
|
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</td>
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<td class="num">{{ req.savings_apply_amount > 0 ? (req.savings_apply_amount | number: '1.2-2') : '—' }}</td>
|
||||
<td class="num">{{ req.cash_apply_amount > 0 ? (req.cash_apply_amount | number: '1.2-2') : '—' }}</td>
|
||||
<td class="num">
|
||||
{{ req.cash_apply_amount > 0 ? (req.cash_apply_amount | number: '1.2-2') : '—' }}
|
||||
@if (req.cash_apply_amount > 0 && req.tok_no) {
|
||||
<div class="pg-empty-inline">Tok: {{ req.tok_no }}</div>
|
||||
}
|
||||
</td>
|
||||
<td class="num">{{ req.locked_amount | number: '1.2-2' }}</td>
|
||||
<td>
|
||||
@if (req.has_overdue_loan) {
|
||||
|
||||
@@ -68,6 +68,7 @@ export class DividendDashboardComponent implements OnInit {
|
||||
claimSavingsAmount: Record<number, number | null> = {};
|
||||
claimSavingsAccountOverride: Record<number, number | null> = {};
|
||||
claimCashAmount: Record<number, number | null> = {};
|
||||
claimTokNo: Record<number, string> = {};
|
||||
claimSubmitting = false;
|
||||
claimError: string | null = null;
|
||||
|
||||
@@ -99,6 +100,7 @@ export class DividendDashboardComponent implements OnInit {
|
||||
this.claimSavingsAmount[lock.lockId] = Number(lock.amount);
|
||||
this.claimSavingsAccountOverride[lock.lockId] = null;
|
||||
this.claimCashAmount[lock.lockId] = null;
|
||||
this.claimTokNo[lock.lockId] = '';
|
||||
this.claimRequestService
|
||||
.getOverdueLoans(lock.clientId)
|
||||
.pipe(catchError(() => of([])))
|
||||
@@ -117,14 +119,17 @@ export class DividendDashboardComponent implements OnInit {
|
||||
return (
|
||||
Number(this.claimLoanAmount[lock.lockId] || 0) +
|
||||
Number(this.claimSavingsAmount[lock.lockId] || 0) +
|
||||
Number(this.claimCashAmount[lock.lockId] || 0)
|
||||
Math.floor(Number(this.claimCashAmount[lock.lockId] || 0))
|
||||
);
|
||||
}
|
||||
|
||||
submitClaim(lock: any): void {
|
||||
const loanAmount = Number(this.claimLoanAmount[lock.lockId] || 0);
|
||||
const savingsAmount = Number(this.claimSavingsAmount[lock.lockId] || 0);
|
||||
const cashAmount = Number(this.claimCashAmount[lock.lockId] || 0);
|
||||
// Cash can only be handed over in whole-rupee notes/coins (no denomination below ₹1), while a
|
||||
// dividend share often works out to paise — floor to the nearest rupee so the denomination
|
||||
// total the cashier counts can always match exactly; any leftover paise stays unclaimed.
|
||||
const cashAmount = Math.floor(Number(this.claimCashAmount[lock.lockId] || 0));
|
||||
const total = loanAmount + savingsAmount + cashAmount;
|
||||
if (total <= 0) {
|
||||
this.claimError = 'Enter at least one amount (loan, savings, or cash), greater than zero.';
|
||||
@@ -142,6 +147,11 @@ export class DividendDashboardComponent implements OnInit {
|
||||
this.claimError = 'This share account has no linked savings account — enter a Savings Account ID to credit.';
|
||||
return;
|
||||
}
|
||||
const tokNo = this.claimTokNo[lock.lockId]?.trim();
|
||||
if (cashAmount > 0 && !tokNo) {
|
||||
this.claimError = 'Enter a Token No. for the cash portion — the cashier will use it to hand over the cash.';
|
||||
return;
|
||||
}
|
||||
this.claimSubmitting = true;
|
||||
this.claimError = null;
|
||||
this.claimRequestService
|
||||
@@ -151,7 +161,8 @@ export class DividendDashboardComponent implements OnInit {
|
||||
savingsAccountId:
|
||||
savingsAmount > 0 && !lock.savingsAccountId ? this.claimSavingsAccountOverride[lock.lockId] : undefined,
|
||||
savingsApplyAmount: savingsAmount > 0 ? savingsAmount : undefined,
|
||||
cashApplyAmount: cashAmount > 0 ? cashAmount : undefined
|
||||
cashApplyAmount: cashAmount > 0 ? cashAmount : undefined,
|
||||
tokNo: cashAmount > 0 ? tokNo : undefined
|
||||
})
|
||||
.subscribe({
|
||||
next: () => {
|
||||
|
||||
@@ -10,7 +10,7 @@
|
||||
export default {
|
||||
'mifos_x': {
|
||||
'version': '260811',
|
||||
'hash': '7b895a0e'
|
||||
'hash': 'f379b241'
|
||||
},
|
||||
'allow_switching_backend_instance': true
|
||||
};
|
||||
|
||||
Reference in New Issue
Block a user