feat(clerk): add collection flow — multi-DR savings to CR GL with maker-checker
- Transaction entry: detect collection mode (N DR savings → 1 CR GL) and disbursement mode (1 DR GL → N CR savings); build dbCr-tagged payload for backend - Disbursement review: show 'GL Credit (Target)' / 'Debit Entries' labels for collection; fix double-count by summing only DR entries for collection totals; dynamic approve button text - My disbursement requests: add DR/CR badge column in expanded credit-entries preview - My requests / withdrawal-requests: minor consistency updates Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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co-authored by
Claude Sonnet 4.6
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efb01d5441
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6cccb58c04
@@ -127,7 +127,12 @@
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</td>
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<td class="num mdr-amount">₹{{ r.dr_amount | number: '1.2-2' }}</td>
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<td>
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<span class="mdr-credit-badge">{{ creditCount(r) }} account{{ creditCount(r) !== 1 ? 's' : '' }}</span>
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<button type="button" class="mdr-credit-badge mdr-credit-badge--btn" (click)="toggleExpand(r.id)">
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{{ creditCount(r) }} account{{ creditCount(r) !== 1 ? 's' : '' }}
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<mat-icon class="mdr-credit-chevron" [class.mdr-credit-chevron--open]="expandedIds.has(r.id)">
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expand_more
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</mat-icon>
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</button>
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</td>
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<td>{{ r.payment_type_name || 'Transfer' }}</td>
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<td>{{ r.manager_name || r.manager_username || '—' }}</td>
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@@ -136,6 +141,46 @@
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<span class="mdr-status" [ngClass]="statusClass(r.status)">{{ statusLabel(r.status) }}</span>
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</td>
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</tr>
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@if (expandedIds.has(r.id)) {
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<tr class="mdr-expand-row">
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<td colspan="8" class="mdr-expand-cell">
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<div class="mdr-credit-preview">
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<table class="mdr-credit-table">
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<thead>
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<tr>
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<th>DR/CR</th>
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<th>Account No</th>
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<th>Account Name</th>
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<th>Type</th>
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<th class="num">Amount (₹)</th>
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</tr>
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</thead>
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<tbody>
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@for (ce of getCreditEntries(r); track ce.accountNo) {
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<tr>
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<td>
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<span
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class="mdr-actype"
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[style.background]="ce.dbCr === 'Dr' ? '#fee2e2' : '#dcfce7'"
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[style.color]="ce.dbCr === 'Dr' ? '#991b1b' : '#166534'"
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>
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{{ ce.dbCr || 'CR' }}
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</span>
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</td>
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<td class="cell-mono">{{ ce.accountNo || '—' }}</td>
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<td>{{ ce.accountName || '—' }}</td>
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<td>
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<span class="mdr-actype">{{ ce.accountType || '—' }}</span>
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</td>
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<td class="num mdr-ce-amount">{{ ce.amount | number: '1.2-2' }}</td>
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</tr>
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}
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</tbody>
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</table>
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</div>
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</td>
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</tr>
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}
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@if (r.status === 'REJECTED' && r.rejection_reason) {
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<tr class="mdr-reason-row">
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<td colspan="8" class="mdr-reason-cell">
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@@ -341,6 +341,91 @@
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color: #0369a1;
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font-size: 11px;
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font-weight: 600;
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&--btn {
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border: none;
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cursor: pointer;
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gap: 2px;
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font-family: inherit;
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transition: background 0.15s;
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&:hover {
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background: #bae6fd;
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}
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}
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}
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.mdr-credit-chevron {
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font-size: 14px;
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width: 14px;
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height: 14px;
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transition: transform 0.2s;
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&--open {
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transform: rotate(180deg);
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}
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}
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.mdr-expand-row td {
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padding: 0;
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background: #f0f9ff;
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border-bottom: 2px solid #bae6fd;
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}
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.mdr-expand-cell {
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padding: 0 !important;
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}
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.mdr-credit-preview {
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padding: 10px 24px 12px 40px;
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}
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.mdr-credit-table {
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width: 100%;
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border-collapse: collapse;
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font-size: 12px;
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th,
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td {
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padding: 6px 10px;
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text-align: left;
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border-bottom: 1px solid #e0f2fe;
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}
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th {
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font-size: 10px;
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font-weight: 700;
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color: #0369a1;
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text-transform: uppercase;
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letter-spacing: 0.06em;
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background: #e0f2fe;
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white-space: nowrap;
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}
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.num {
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text-align: right;
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}
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tr:last-child td {
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border-bottom: none;
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}
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}
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.mdr-ce-amount {
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font-weight: 700;
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color: #0f4f3c;
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}
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.mdr-actype {
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display: inline-block;
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padding: 1px 7px;
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border-radius: 10px;
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background: #f1f5f9;
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color: #475569;
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font-size: 10px;
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font-weight: 600;
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text-transform: uppercase;
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letter-spacing: 0.04em;
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}
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.mdr-reason-row td {
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@@ -45,6 +45,7 @@ export class MyDisbursementRequestsComponent implements OnInit {
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requests: any[] = [];
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totalRecords = 0;
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expandedIds = new Set<number>();
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pageSize = 20;
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pageIndex = 0;
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pageSizeOptions = [
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@@ -164,15 +165,27 @@ export class MyDisbursementRequestsComponent implements OnInit {
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this.router.navigate(['/clerk/dashboard']);
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}
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creditCount(req: any): number {
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toggleExpand(id: number): void {
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if (this.expandedIds.has(id)) {
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this.expandedIds.delete(id);
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} else {
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this.expandedIds.add(id);
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}
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}
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getCreditEntries(req: any): any[] {
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try {
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const arr = typeof req.credit_entries === 'string' ? JSON.parse(req.credit_entries) : req.credit_entries;
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return Array.isArray(arr) ? arr.length : 0;
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return Array.isArray(arr) ? arr.map((e: any) => ({ ...e, amount: parseFloat(e.amount) || 0 })) : [];
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} catch {
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return 0;
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return [];
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}
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}
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creditCount(req: any): number {
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return this.getCreditEntries(req).length;
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}
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statusClass(status: string): string {
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const map: Record<string, string> = {
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PENDING: 'mdr-status--pending',
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