feat(chequebook): add cheque book module with Maker-Checker workflow

Adds cheque series creation, stock receive, cheque leaf request/lookup,
and stop-payment/lost-reporting flows with Maker-Checker approval and
a checker-inbox tab for pending chequebook requests.
This commit is contained in:
Jaanu423
2026-07-15 11:02:46 +05:30
parent b9856a1c93
commit 7abfa394df
40 changed files with 4892 additions and 2 deletions
+2
View File
@@ -36,6 +36,7 @@ import { ClientsModule } from './clients/clients.module';
import { GroupsModule } from './groups/groups.module';
import { CentersModule } from './centers/centers.module';
import { AccountingModule } from './accounting/accounting.module';
import { ChequeBookModule } from './chequebook/chequebook.module';
import { SystemModule } from './system/system.module';
import { ProductsModule } from './products/products.module';
import { OrganizationModule } from './organization/organization.module';
@@ -142,6 +143,7 @@ export function HttpLoaderFactory(http: HttpClient) {
GroupsModule,
CentersModule,
AccountingModule,
ChequeBookModule,
SystemModule,
ProductsModule,
OrganizationModule,
@@ -0,0 +1,145 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="container">
<div class="page-header">
<h2>{{ 'labels.inputs.Cheque Book' | translate }} #{{ book.id }}</h2>
<button mat-raised-button [routerLink]="['/chequebook', 'books']">{{ 'labels.buttons.Back' | translate }}</button>
</div>
<mat-card class="info-card">
<mat-card-content>
<div class="info-grid">
<div>
<span class="k">{{ 'labels.inputs.Account' | translate }}</span>
<span>
{{ book.accountNo || book.accountId }}
@if (book.clientName) {
— {{ book.clientName }}
}
</span>
</div>
<div>
<span class="k">{{ 'labels.inputs.Account Type' | translate }}</span
><span>{{ book.accountType }}</span>
</div>
<div>
<span class="k">{{ 'labels.inputs.Office' | translate }}</span
><span>{{ book.officeName }}</span>
</div>
<div>
<span class="k">{{ 'labels.inputs.Series' | translate }}</span
><span>{{ book.seriesCode || '–' }}</span>
</div>
<div>
<span class="k">{{ 'labels.inputs.Leaf Range' | translate }}</span>
<span>{{ book.rangeStart ? book.rangeStart + ' – ' + book.rangeEnd : '–' }}</span>
</div>
<div>
<span class="k">{{ 'labels.inputs.Quantity' | translate }}</span
><span>{{ book.noOfBooks }} {{ 'labels.inputs.books' | translate }}</span>
</div>
<div>
<span class="k">{{ 'labels.inputs.Status' | translate }}</span
><span>{{ book.status }}</span>
</div>
<div>
<span class="k">{{ 'labels.inputs.Issue Date' | translate }}</span
><span>{{ book.issueDate ? (book.issueDate | dateFormat) : '–' }}</span>
</div>
</div>
</mat-card-content>
</mat-card>
@if (book.status === 'ISSUED') {
<div class="action-toolbar">
<button mat-stroked-button color="warn" (click)="startAction('stoppayment')">
{{ 'labels.buttons.Stop Payment' | translate }}
</button>
<button mat-stroked-button (click)="startAction('revokestoppayment')">
{{ 'labels.buttons.Revoke Stop Payment' | translate }}
</button>
<button mat-stroked-button color="warn" (click)="startAction('reportlost')">
{{ 'labels.buttons.Report Lost' | translate }}
</button>
<button mat-stroked-button (click)="startAction('cancelleaf')">
{{ 'labels.buttons.Cancel Leaf' | translate }}
</button>
<button mat-stroked-button color="primary" (click)="startAction('markused')">
{{ 'labels.buttons.Mark as Used' | translate }}
</button>
</div>
}
@if (activeAction) {
<mat-card class="add-form">
<mat-card-content>
<form [formGroup]="actionForm" (ngSubmit)="submitAction()">
<div class="form-grid">
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.From Leaf Seq' | translate }}</mat-label>
<input matInput type="number" formControlName="fromLeafSeq" />
<mat-hint>{{ 'labels.text.Leave blank for the whole book' | translate }}</mat-hint>
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.To Leaf Seq' | translate }}</mat-label>
<input matInput type="number" formControlName="toLeafSeq" />
</mat-form-field>
@if (activeAction !== 'revokestoppayment') {
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Reason' | translate }}</mat-label>
<input matInput formControlName="reason" [required]="activeAction !== 'markused'" />
@if (activeAction === 'markused') {
<mat-hint>{{
'labels.text.Optional — e.g. cleared per bank statement dated ...' | translate
}}</mat-hint>
}
</mat-form-field>
}
</div>
<div class="form-actions">
<button mat-raised-button type="button" (click)="activeAction = null">
{{ 'labels.buttons.Cancel' | translate }}
</button>
<button mat-raised-button color="warn" type="submit" [disabled]="actionForm.invalid || busy">
{{ 'labels.buttons.Submit' | translate }}
</button>
</div>
</form>
</mat-card-content>
</mat-card>
}
<div class="leaf-grid-wrapper mat-elevation-z1">
<div class="leaf-grid">
@for (l of leaves; track l.leafSerialNo) {
<button
type="button"
class="serial-circle"
[ngClass]="
l.status === 'ACTIVE'
? 'ok'
: l.status === 'USED'
? 'used'
: l.status === 'STOP_PAYMENT'
? 'warn'
: l.status === 'LOST'
? 'bad'
: 'neutral'
"
(click)="selectLeaf(l)"
>
{{ l.leafSerialNo }}
</button>
}
</div>
@if (leaves.length === 0) {
<div class="empty-state">{{ 'labels.text.No records to display' | translate }}</div>
}
</div>
</div>
@@ -0,0 +1,127 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.container {
padding: 16px;
}
.page-header {
display: flex;
justify-content: space-between;
align-items: center;
margin-bottom: 16px;
}
.info-card {
margin-bottom: 16px;
}
.info-grid {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(200px, 1fr));
gap: 12px 24px;
div {
display: flex;
flex-direction: column;
}
.k {
font-size: 0.72rem;
text-transform: uppercase;
color: rgb(0 0 0 / 50%);
}
}
.action-toolbar {
display: flex;
gap: 12px;
flex-wrap: wrap;
margin-bottom: 16px;
}
.add-form {
margin-bottom: 16px;
}
.form-grid {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(200px, 1fr));
gap: 12px 20px;
}
mat-form-field {
width: 100%;
}
.form-actions {
display: flex;
justify-content: flex-end;
gap: 12px;
margin-top: 16px;
}
.leaf-grid-wrapper {
background: #fff;
padding: 16px;
}
.leaf-grid {
display: flex;
flex-wrap: wrap;
gap: 14px;
}
.serial-circle {
display: inline-flex;
align-items: center;
justify-content: center;
width: 48px;
height: 48px;
border-radius: 50%;
border: 2px solid currentcolor;
background: #fff;
font-size: 12px;
font-weight: 700;
font-variant-numeric: tabular-nums;
cursor: pointer;
transition:
transform 0.1s ease,
box-shadow 0.1s ease;
&:hover {
transform: scale(1.06);
box-shadow: 0 2px 6px rgb(0 0 0 / 15%);
}
&.ok {
color: #28c07a;
}
&.used {
color: #1976d2;
}
&.bad {
color: #d32f2f;
}
&.warn {
color: #a16207;
}
&.neutral {
color: #757575;
}
}
.empty-state {
padding: 24px;
text-align: center;
color: rgb(0 0 0 / 50%);
}
@@ -0,0 +1,135 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Component, OnInit, inject } from '@angular/core';
import { ActivatedRoute, RouterLink } from '@angular/router';
import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
import { MatButtonModule } from '@angular/material/button';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { MatDialog } from '@angular/material/dialog';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { Observable } from 'rxjs';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/** Custom Services */
import { ChequeBookService } from '../chequebook.service';
import { LeafDetailDialogComponent } from './leaf-detail-dialog/leaf-detail-dialog.component';
type LeafAction = 'stoppayment' | 'revokestoppayment' | 'reportlost' | 'cancelleaf' | 'markused';
/**
* One issued cheque book: its leaf register, and the five leaf-range actions (stop-payment, revoke,
* report-lost, cancel-leaf, mark-used) — each defaults to the whole book when no range is given.
* "Mark as used" is a manual record (this CBS has no clearing/presentment integration to detect it itself)
* — a branch sets it once it sees a leaf clear on the bank/clearing statement.
*/
@Component({
selector: 'mifosx-cheque-book-detail',
templateUrl: './cheque-book-detail.component.html',
styleUrls: ['./cheque-book-detail.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
RouterLink,
MatButtonModule,
MatSnackBarModule,
FaIconComponent
]
})
export class ChequeBookDetailComponent implements OnInit {
private route = inject(ActivatedRoute);
private formBuilder = inject(UntypedFormBuilder);
private chequeBookService = inject(ChequeBookService);
private snackBar = inject(MatSnackBar);
private dialog = inject(MatDialog);
private notify(message: string, isError = false): void {
this.snackBar.open(message, 'Dismiss', { duration: isError ? 6000 : 3000 });
}
bookId!: string;
book: any = {};
leaves: any[] = [];
busy = false;
activeAction: LeafAction | null = null;
actionForm: UntypedFormGroup;
constructor() {
this.actionForm = this.formBuilder.group({
fromLeafSeq: [''],
toLeafSeq: [''],
reason: ['']
});
}
ngOnInit(): void {
this.bookId = this.route.snapshot.paramMap.get('id') as string;
this.loadAll();
}
loadAll(): void {
this.chequeBookService.getBook(this.bookId).subscribe((data: any) => (this.book = data || {}));
this.chequeBookService.getLeaves(this.bookId).subscribe((data: any[]) => {
this.leaves = data || [];
});
}
selectLeaf(leaf: any): void {
this.dialog.open(LeafDetailDialogComponent, { data: leaf, width: '420px' });
}
startAction(action: LeafAction): void {
this.activeAction = this.activeAction === action ? null : action;
this.actionForm.reset();
const reasonControl = this.actionForm.get('reason');
if (action === 'revokestoppayment' || action === 'markused') {
reasonControl?.clearValidators();
} else {
reasonControl?.setValidators(Validators.required);
}
reasonControl?.updateValueAndValidity();
}
submitAction(): void {
if (this.actionForm.invalid || this.busy || !this.activeAction) {
return;
}
this.busy = true;
const raw = this.actionForm.value;
const payload: any = { locale: 'en' };
if (raw.fromLeafSeq !== '' && raw.fromLeafSeq != null) payload.fromLeafSeq = raw.fromLeafSeq;
if (raw.toLeafSeq !== '' && raw.toLeafSeq != null) payload.toLeafSeq = raw.toLeafSeq;
if (raw.reason) payload.reason = raw.reason;
const actionCalls: Record<LeafAction, (bookId: string, payload: any) => Observable<any>> = {
stoppayment: (id, p) => this.chequeBookService.stopPayment(id, p),
revokestoppayment: (id, p) => this.chequeBookService.revokeStopPayment(id, p),
reportlost: (id, p) => this.chequeBookService.reportBookLost(id, p),
cancelleaf: (id, p) => this.chequeBookService.cancelLeaf(id, p),
markused: (id, p) => this.chequeBookService.markUsed(id, p)
};
const call = actionCalls[this.activeAction](this.bookId, payload);
call.subscribe({
next: () => {
this.busy = false;
this.activeAction = null;
this.notify('Action applied');
this.loadAll();
},
error: () => {
this.busy = false;
this.notify(
'Action failed — check the leaf range and that the leaves are in a state that allows this action',
true
);
}
});
}
}
@@ -0,0 +1,64 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<h1 mat-dialog-title>
<span
class="serial-circle"
[ngClass]="
data.status === 'ACTIVE'
? 'ok'
: data.status === 'USED'
? 'used'
: data.status === 'STOP_PAYMENT'
? 'warn'
: data.status === 'LOST'
? 'bad'
: 'neutral'
"
>{{ data.leafSerialNo }}</span
>
</h1>
<div mat-dialog-content>
<div class="info-grid">
<div>
<span class="k">{{ 'labels.inputs.Serial No' | translate }}</span
><span>{{ data.leafSerialNo }}</span>
</div>
<div>
<span class="k">{{ 'labels.inputs.Status' | translate }}</span
><span>{{ data.status }}</span>
</div>
@if (data.stopReason) {
<div>
<span class="k">{{ 'labels.inputs.Stop Reason' | translate }}</span
><span>{{ data.stopReason }}</span>
</div>
}
@if (data.lostReason) {
<div>
<span class="k">{{ 'labels.inputs.Lost Reason' | translate }}</span
><span>{{ data.lostReason }}</span>
</div>
}
@if (data.cancelledReason) {
<div>
<span class="k">{{ 'labels.inputs.Cancelled Reason' | translate }}</span
><span>{{ data.cancelledReason }}</span>
</div>
}
@if (data.usedReason) {
<div>
<span class="k">{{ 'labels.inputs.Used Reason' | translate }}</span
><span>{{ data.usedReason }}</span>
</div>
}
</div>
</div>
<mat-dialog-actions align="end">
<button mat-raised-button mat-dialog-close>{{ 'labels.buttons.Close' | translate }}</button>
</mat-dialog-actions>
@@ -0,0 +1,59 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.info-grid {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(180px, 1fr));
gap: 12px 24px;
min-width: 280px;
div {
display: flex;
flex-direction: column;
}
.k {
font-size: 0.72rem;
text-transform: uppercase;
color: rgb(0 0 0 / 50%);
}
}
.serial-circle {
display: inline-flex;
align-items: center;
justify-content: center;
width: 48px;
height: 48px;
border-radius: 50%;
border: 2px solid currentcolor;
background: #fff;
font-size: 13px;
font-weight: 700;
font-variant-numeric: tabular-nums;
&.ok {
color: #28c07a;
}
&.used {
color: #1976d2;
}
&.bad {
color: #d32f2f;
}
&.warn {
color: #a16207;
}
&.neutral {
color: #757575;
}
}
@@ -0,0 +1,39 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Component, inject } from '@angular/core';
import {
MatDialogRef,
MAT_DIALOG_DATA,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose
} from '@angular/material/dialog';
import { CdkScrollable } from '@angular/cdk/scrolling';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/** Popup shown when a leaf circle in the cheque-book detail grid is clicked. */
@Component({
selector: 'mifosx-leaf-detail-dialog',
templateUrl: './leaf-detail-dialog.component.html',
styleUrls: ['./leaf-detail-dialog.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatDialogTitle,
CdkScrollable,
MatDialogContent,
MatDialogActions,
MatDialogClose
]
})
export class LeafDetailDialogComponent {
dialogRef = inject<MatDialogRef<LeafDetailDialogComponent>>(MatDialogRef);
data = inject(MAT_DIALOG_DATA);
}
@@ -0,0 +1,239 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="container">
<div class="page-header">
<h2>{{ 'labels.inputs.Cheque Books' | translate }}</h2>
<div class="header-actions">
<button mat-raised-button color="primary" (click)="showRequestForm = !showRequestForm">
<fa-icon icon="plus"></fa-icon>&nbsp;{{ 'labels.buttons.Request Cheque Book' | translate }}
</button>
<button mat-raised-button [routerLink]="['/chequebook']">{{ 'labels.buttons.Back' | translate }}</button>
</div>
</div>
<div class="filter-row">
@for (s of ['REQUESTED', 'ISSUED', 'REJECTED', 'WITHDRAWN']; track s) {
<button mat-stroked-button [class.active]="statusFilter === s" (click)="filterByStatus(s)">{{ s }}</button>
}
</div>
@if (showRequestForm) {
<mat-card class="add-form">
<mat-card-content>
<form [formGroup]="requestForm" (ngSubmit)="submitRequest()">
<div class="form-grid">
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Account Type' | translate }}</mat-label>
<mat-select formControlName="accountType" required (selectionChange)="onAccountTypeChange()">
<mat-option value="SAVINGS">{{ 'labels.inputs.Savings' | translate }}</mat-option>
<mat-option value="CURRENT">{{ 'labels.inputs.Current' | translate }}</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Account Number' | translate }}</mat-label>
<input
matInput
formControlName="accountNo"
(input)="onAccountNoInput($any($event.target).value)"
required
/>
@if (searchingAccount) {
<mat-hint>{{ 'labels.text.Searching...' | translate }}</mat-hint>
} @else if (resolvedAccount) {
<mat-hint class="ok-hint">
&check; {{ resolvedAccount.accountNo }}
@if (resolvedAccount.clientName) {
— {{ resolvedAccount.clientName }}
}
@if (resolvedAccount.status) {
({{ resolvedAccount.status }})
}
</mat-hint>
} @else if (accountError) {
<mat-hint class="err-hint">{{ accountError | translate }}</mat-hint>
} @else {
<mat-hint>{{ 'labels.text.Type at least 4 digits of the account number' | translate }}</mat-hint>
}
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Office' | translate }}</mat-label>
<mat-select formControlName="officeId" required>
@for (office of offices; track office.id) {
<mat-option [value]="office.id">{{ office.name }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Series' | translate }}</mat-label>
<mat-select formControlName="seriesId" required>
@for (s of requestableSeries; track s.id) {
<mat-option [value]="s.id">
{{ s.seriesCode }} — {{ s.name }} ({{ s.leavesPerBook }}-{{ 'labels.inputs.leaf' | translate }},
{{ availableBooksForRequestSeries(s.id) }} {{ 'labels.inputs.books available' | translate }})
</mat-option>
}
</mat-select>
<mat-hint>{{ 'labels.text.Only series applicable to this account type are shown' | translate }}</mat-hint>
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Number of Books' | translate }}</mat-label>
<input matInput type="number" formControlName="noOfBooks" required />
<mat-hint>{{ 'labels.text.Leaves handed over = books x the series book size' | translate }}</mat-hint>
</mat-form-field>
</div>
<div class="form-actions">
<button mat-raised-button type="button" (click)="showRequestForm = false">
{{ 'labels.buttons.Cancel' | translate }}
</button>
<button mat-raised-button color="primary" type="submit" [disabled]="requestForm.invalid || busy">
{{ 'labels.buttons.Submit' | translate }}
</button>
</div>
</form>
</mat-card-content>
</mat-card>
}
<div class="table-wrapper mat-elevation-z1">
<table mat-table [dataSource]="books">
<ng-container matColumnDef="id">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Id' | translate }}</th>
<td mat-cell *matCellDef="let b">{{ b.id }}</td>
</ng-container>
<ng-container matColumnDef="accountType">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account Type' | translate }}</th>
<td mat-cell *matCellDef="let b">{{ b.accountType }}</td>
</ng-container>
<ng-container matColumnDef="account">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account' | translate }}</th>
<td mat-cell *matCellDef="let b">
{{ b.accountNo || b.accountId }}
@if (b.clientName) {
<span>({{ b.clientName }})</span>
}
</td>
</ng-container>
<ng-container matColumnDef="officeName">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Office' | translate }}</th>
<td mat-cell *matCellDef="let b">{{ b.officeName }}</td>
</ng-container>
<ng-container matColumnDef="seriesCode">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Series' | translate }}</th>
<td mat-cell *matCellDef="let b">{{ b.seriesCode }}</td>
</ng-container>
<ng-container matColumnDef="quantity">
<th mat-header-cell *matHeaderCellDef class="num">{{ 'labels.inputs.Quantity' | translate }}</th>
<td mat-cell *matCellDef="let b" class="num">
{{ b.noOfBooks }} {{ 'labels.inputs.books' | translate }}
@if (b.totalLeaves) {
<span class="muted">({{ b.totalLeaves }} {{ 'labels.inputs.leaves' | translate }})</span>
}
</td>
</ng-container>
<ng-container matColumnDef="status">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Status' | translate }}</th>
<td mat-cell *matCellDef="let b">
<span
class="pill"
[ngClass]="
b.status === 'ISSUED' ? 'ok' : b.status === 'REJECTED' || b.status === 'WITHDRAWN' ? 'bad' : 'neutral'
"
>{{ b.status }}</span
>
</td>
</ng-container>
<ng-container matColumnDef="requestedDate">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Requested Date' | translate }}</th>
<td mat-cell *matCellDef="let b">{{ b.requestedDate | dateFormat }}</td>
</ng-container>
<ng-container matColumnDef="actions">
<th mat-header-cell *matHeaderCellDef></th>
<td mat-cell *matCellDef="let b" (click)="$event.stopPropagation()">
@if (b.status === 'REQUESTED') {
<button mat-button color="primary" (click)="toggleIssue(b)">
{{ 'labels.buttons.Issue' | translate }}
</button>
<button mat-button color="warn" (click)="toggleReject(b)">{{ 'labels.buttons.Reject' | translate }}</button>
}
@if (b.status === 'ISSUED') {
<button mat-button (click)="openBook(b)">{{ 'labels.buttons.View' | translate }}</button>
<button mat-button color="warn" (click)="withdraw(b)">{{ 'labels.buttons.Withdraw' | translate }}</button>
}
</td>
</ng-container>
<tr mat-header-row *matHeaderRowDef="columns"></tr>
<tr mat-row *matRowDef="let row; columns: columns" (click)="openBook(row)" class="clickable-row"></tr>
</table>
@if (books.length === 0) {
<div class="empty-state">{{ 'labels.text.No records to display' | translate }}</div>
}
@if (totalRecords > 0) {
<mat-paginator
[length]="totalRecords"
[pageSize]="pageSize"
[pageSizeOptions]="pageSizeOptions"
[pageIndex]="pageIndex"
showFirstLastButtons
(page)="onPageChange($event)"
></mat-paginator>
}
</div>
@if (issueForBookId) {
<mat-card class="add-form">
<mat-card-content>
<h3>{{ 'labels.inputs.Issue Cheque Book' | translate }}</h3>
<p class="issue-need">
{{ 'labels.inputs.Requested' | translate }}: <strong>{{ issueForBook?.noOfBooks }}</strong>
{{ 'labels.inputs.books' | translate }} — {{ issueForBook?.seriesCode }}
<span [class.err-hint]="issueAvailableBooks < (issueForBook?.noOfBooks || 0)">
({{ issueAvailableBooks }} {{ 'labels.inputs.books available' | translate }})
</span>
</p>
<form [formGroup]="issueForm" (ngSubmit)="submitIssue(issueForBookId)">
<mat-checkbox formControlName="collectionAcknowledged">
{{ 'labels.inputs.Customer collected the book now' | translate }}
</mat-checkbox>
<div class="form-actions">
<button mat-raised-button type="button" (click)="issueForBookId = null; issueForBook = null">
{{ 'labels.buttons.Cancel' | translate }}
</button>
<button mat-raised-button color="primary" type="submit" [disabled]="issueForm.invalid || busy">
{{ 'labels.buttons.Issue' | translate }}
</button>
</div>
</form>
</mat-card-content>
</mat-card>
}
@if (rejectForBookId) {
<mat-card class="add-form">
<mat-card-content>
<h3>{{ 'labels.inputs.Reject Cheque Book Request' | translate }}</h3>
<form [formGroup]="rejectForm" (ngSubmit)="submitReject(rejectForBookId)">
<div class="form-grid">
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Rejection Reason' | translate }}</mat-label>
<input matInput formControlName="rejectionReason" required />
</mat-form-field>
</div>
<div class="form-actions">
<button mat-raised-button type="button" (click)="rejectForBookId = null">
{{ 'labels.buttons.Cancel' | translate }}
</button>
<button mat-raised-button color="warn" type="submit" [disabled]="rejectForm.invalid || busy">
{{ 'labels.buttons.Reject' | translate }}
</button>
</div>
</form>
</mat-card-content>
</mat-card>
}
</div>
@@ -0,0 +1,128 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.container {
padding: 16px;
}
.page-header {
display: flex;
justify-content: space-between;
align-items: center;
margin-bottom: 16px;
}
.header-actions {
display: flex;
gap: 12px;
}
.filter-row {
display: flex;
gap: 8px;
margin-bottom: 16px;
button.active {
background: rgb(25 118 210 / 12%);
}
}
.add-form {
margin-bottom: 16px;
}
.form-grid {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(220px, 1fr));
gap: 12px 20px;
margin-bottom: 8px;
}
mat-form-field {
width: 100%;
}
.form-actions {
display: flex;
justify-content: flex-end;
gap: 12px;
margin-top: 16px;
}
.table-wrapper {
overflow-x: auto;
background: #fff;
}
table {
width: 100%;
}
.clickable-row {
cursor: pointer;
&:hover {
background: rgb(0 0 0 / 3%);
}
}
td.num,
th.num {
text-align: right;
font-variant-numeric: tabular-nums;
}
.muted {
color: rgb(0 0 0 / 50%);
font-size: 0.8rem;
margin-left: 4px;
}
.issue-need {
margin: 0 0 8px;
font-size: 0.9rem;
color: rgb(0 0 0 / 70%);
}
::ng-deep .ok-hint {
color: #28c07a;
font-weight: 600;
}
::ng-deep .err-hint {
color: #d32f2f;
font-weight: 600;
}
.pill {
font-size: 11px;
padding: 2px 8px;
border-radius: 6px;
font-weight: 600;
&.ok {
background: #dff5e8;
color: #28c07a;
}
&.bad {
background: #fde3e3;
color: #d32f2f;
}
&.neutral {
background: #e0e0e0;
color: #757575;
}
}
.empty-state {
padding: 24px;
text-align: center;
color: rgb(0 0 0 / 50%);
}
@@ -0,0 +1,362 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Component, OnInit, inject } from '@angular/core';
import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
import { Router } from '@angular/router';
import { MatIconModule } from '@angular/material/icon';
import { MatButtonModule } from '@angular/material/button';
import { MatTableModule } from '@angular/material/table';
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { Subject } from 'rxjs';
import { debounceTime, distinctUntilChanged } from 'rxjs/operators';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/** Custom Services */
import { ChequeBookService } from '../chequebook.service';
/** Cheque book requisitions and issuance — request, issue (draws from available stock), reject, withdraw. */
@Component({
selector: 'mifosx-cheque-books',
templateUrl: './cheque-books.component.html',
styleUrls: ['./cheque-books.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatIconModule,
MatButtonModule,
MatTableModule,
MatPaginatorModule,
MatSnackBarModule,
FaIconComponent
]
})
export class ChequeBooksComponent implements OnInit {
private formBuilder = inject(UntypedFormBuilder);
private chequeBookService = inject(ChequeBookService);
private router = inject(Router);
private snackBar = inject(MatSnackBar);
private notify(message: string, isError = false): void {
this.snackBar.open(message, 'Dismiss', { duration: isError ? 6000 : 3000 });
}
books: any[] = [];
totalRecords = 0;
pageSize = 10;
pageIndex = 0;
pageSizeOptions = [
10,
25,
50,
100
];
seriesList: any[] = [];
offices: any[] = [];
stockLots: any[] = [];
busy = false;
showRequestForm = false;
issueForBookId: number | null = null;
issueForBook: any = null;
rejectForBookId: number | null = null;
statusFilter = '';
requestForm: UntypedFormGroup;
issueForm: UntypedFormGroup;
rejectForm: UntypedFormGroup;
// account-number lookup for the request form
private accountSearch$ = new Subject<string>();
resolvedAccount: any = null;
searchingAccount = false;
accountError = '';
columns = [
'id',
'accountType',
'account',
'officeName',
'seriesCode',
'quantity',
'status',
'requestedDate',
'actions'
];
constructor() {
this.requestForm = this.formBuilder.group({
accountType: [
'SAVINGS',
Validators.required
],
accountNo: [
'',
Validators.required
],
accountId: [
null,
Validators.required
],
officeId: [
'',
Validators.required
],
seriesId: [
'',
Validators.required
],
noOfBooks: [
1,
Validators.required
]
});
this.issueForm = this.formBuilder.group({
collectionAcknowledged: [false]
});
this.rejectForm = this.formBuilder.group({
rejectionReason: [
'',
Validators.required
]
});
}
ngOnInit(): void {
this.loadBooks();
this.loadStock();
// populates a dropdown, so fetch every active series in one page rather than paging through it
this.chequeBookService
.getSeries('ACTIVE', 0, 500)
.subscribe((res: any) => (this.seriesList = (res?.pageItems ?? []).filter((s: any) => s.active)));
this.chequeBookService.getOffices().subscribe((data: any[]) => (this.offices = data || []));
// account-number lookup: debounce, only fire once at least 4 chars typed (mirrors the cashier module)
this.accountSearch$
.pipe(debounceTime(400), distinctUntilChanged())
.subscribe((accountNo) => this.doAccountSearch(accountNo));
}
/** Called on every keystroke in the account-number box; clears any prior match and (re)triggers the search. */
onAccountNoInput(value: string): void {
this.resolvedAccount = null;
this.accountError = '';
this.requestForm.patchValue({ accountId: null });
const trimmed = (value || '').trim();
if (trimmed.length >= 4) {
this.accountSearch$.next(trimmed);
}
}
/** Re-run the lookup against the other ledger when the account type toggles; the series choice narrows too. */
onAccountTypeChange(): void {
this.resolvedAccount = null;
this.accountError = '';
this.requestForm.patchValue({ accountId: null, seriesId: '' });
const accountNo = (this.requestForm.get('accountNo')?.value || '').trim();
if (accountNo.length >= 4) {
this.accountSearch$.next(accountNo);
}
}
/** Series applicable to whichever account type is currently selected in the request form — every series is
* tagged SAVINGS-only or CURRENT-only (never both), so this is a direct match. */
get requestableSeries(): any[] {
const type = this.requestForm.get('accountType')?.value;
return this.seriesList.filter((s) => s.applicableAccountType === type);
}
private doAccountSearch(accountNo: string): void {
const accountType = this.requestForm.get('accountType')?.value;
this.searchingAccount = true;
this.accountError = '';
this.chequeBookService.searchAccountByNo(accountType, accountNo).subscribe({
next: (res: any) => {
this.searchingAccount = false;
const items = res?.pageItems || (Array.isArray(res) ? res : []);
const exact = items.find((i: any) => i.accountNo === accountNo);
const match = exact || (items.length === 1 ? items[0] : null);
if (match) {
this.resolvedAccount = {
id: match.id,
accountNo: match.accountNo,
clientName: match.clientName || match.clientDisplayName || match.groupName || '',
status: match.status?.value || ''
};
this.requestForm.patchValue({ accountId: match.id });
} else {
this.accountError = 'No account found with that number';
}
},
error: () => {
this.searchingAccount = false;
this.accountError = 'Account lookup failed';
}
});
}
loadStock(): void {
// feeds availability calculations below, so fetch every available lot in one page rather than paging through it
this.chequeBookService
.getStockLots(undefined, undefined, 'AVAILABLE', 0, 500)
.subscribe((res: any) => (this.stockLots = res?.pageItems ?? []));
}
/** Whole books currently on hand for a series, optionally narrowed to one office. */
availableBooksForSeries(seriesId: number, officeId?: number): number {
return this.stockLots
.filter((l) => l.seriesId === seriesId && (!officeId || l.officeId === officeId) && l.status === 'AVAILABLE')
.reduce((sum, l) => sum + (l.remainingBooks || 0), 0);
}
/** Availability at whichever office is currently chosen in the request form. */
availableBooksForRequestSeries(seriesId: number): number {
return this.availableBooksForSeries(seriesId, this.requestForm.get('officeId')?.value);
}
loadBooks(): void {
this.chequeBookService
.getBooks(
undefined,
undefined,
undefined,
this.statusFilter || undefined,
this.pageIndex * this.pageSize,
this.pageSize
)
.subscribe((res: any) => {
this.books = res?.pageItems ?? (Array.isArray(res) ? res : []);
this.totalRecords = Number(res?.totalFilteredRecords ?? this.books.length);
});
}
filterByStatus(status: string): void {
this.statusFilter = this.statusFilter === status ? '' : status;
this.pageIndex = 0;
this.loadBooks();
}
onPageChange(event: PageEvent): void {
this.pageSize = event.pageSize;
this.pageIndex = event.pageIndex;
this.loadBooks();
}
openBook(book: any): void {
this.router.navigate([
'/chequebook',
'books',
book.id
]);
}
submitRequest(): void {
if (this.requestForm.invalid || this.busy) {
return;
}
this.busy = true;
const raw = this.requestForm.value;
const payload = {
accountType: raw.accountType,
accountId: raw.accountId,
officeId: raw.officeId,
seriesId: raw.seriesId,
noOfBooks: raw.noOfBooks,
locale: 'en'
};
this.chequeBookService.requestBook(payload).subscribe({
next: () => {
this.busy = false;
this.showRequestForm = false;
this.requestForm.reset({ accountType: 'SAVINGS', noOfBooks: 1 });
this.resolvedAccount = null;
this.accountError = '';
this.notify('Submitted for approval — see Approvals > Cheque Book Requests');
this.loadBooks();
},
error: () => {
this.busy = false;
this.notify('Request failed — check the account is active and the cheque-book facility is enabled', true);
}
});
}
toggleIssue(book: any): void {
const opening = this.issueForBookId !== book.id;
this.issueForBookId = opening ? book.id : null;
this.issueForBook = opening ? book : null;
this.issueForm.reset({ collectionAcknowledged: false });
}
/** Books available right now for the series this book was already requested against. */
get issueAvailableBooks(): number {
return this.issueForBook?.seriesId
? this.availableBooksForSeries(this.issueForBook.seriesId, this.issueForBook.officeId)
: 0;
}
submitIssue(bookId: number): void {
if (this.issueForm.invalid || this.busy) {
return;
}
this.busy = true;
const raw = this.issueForm.value;
const payload = { collectionAcknowledged: !!raw.collectionAcknowledged, locale: 'en' };
this.chequeBookService.issueBook(bookId, payload).subscribe({
next: () => {
this.busy = false;
this.issueForBookId = null;
this.issueForBook = null;
this.notify('Cheque book issued');
this.loadBooks();
this.loadStock();
},
error: () => {
this.busy = false;
this.notify('Issue failed — check there is enough available stock for this series at the office', true);
}
});
}
toggleReject(book: any): void {
this.rejectForBookId = this.rejectForBookId === book.id ? null : book.id;
this.rejectForm.reset();
}
submitReject(bookId: number): void {
if (this.rejectForm.invalid || this.busy) {
return;
}
this.busy = true;
const payload = { rejectionReason: this.rejectForm.value.rejectionReason, locale: 'en' };
this.chequeBookService.rejectBook(bookId, payload).subscribe({
next: () => {
this.busy = false;
this.rejectForBookId = null;
this.notify('Cheque book request rejected');
this.loadBooks();
},
error: () => {
this.busy = false;
this.notify('Reject failed', true);
}
});
}
withdraw(book: any): void {
this.chequeBookService.withdrawBook(book.id).subscribe({
next: () => {
this.notify('Cheque book withdrawn');
this.loadBooks();
},
error: () => this.notify('Withdraw failed', true)
});
}
}
@@ -0,0 +1,136 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="container">
<div class="page-header">
<h2>{{ 'labels.inputs.Cheque Series' | translate }}</h2>
<div class="header-actions">
<button mat-raised-button color="primary" (click)="showForm = !showForm">
<fa-icon icon="plus"></fa-icon>&nbsp;{{ 'labels.buttons.Add Cheque Series' | translate }}
</button>
<button mat-raised-button [routerLink]="['/chequebook']">{{ 'labels.buttons.Back' | translate }}</button>
</div>
</div>
@if (showForm) {
<mat-card class="add-form">
<mat-card-content>
<form [formGroup]="seriesForm" (ngSubmit)="submit()">
<div class="form-grid">
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Series Code' | translate }}</mat-label>
<input matInput formControlName="seriesCode" placeholder="CTS-25" required />
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Name' | translate }}</mat-label>
<input matInput formControlName="name" required />
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Leaves Per Book' | translate }}</mat-label>
<input matInput type="number" formControlName="leavesPerBook" required />
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Applicable Account Type' | translate }}</mat-label>
<mat-select formControlName="applicableAccountType" required>
<mat-option value="SAVINGS">{{ 'labels.inputs.Savings Only' | translate }}</mat-option>
<mat-option value="CURRENT">{{ 'labels.inputs.Current Only' | translate }}</mat-option>
</mat-select>
<mat-hint>{{ 'labels.text.SB and CA cheque stationery differ' | translate }}</mat-hint>
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Reorder Level' | translate }}</mat-label>
<input matInput type="number" formControlName="reorderLevel" />
<mat-hint>{{ 'labels.text.Low-stock alert threshold (remaining leaves)' | translate }}</mat-hint>
</mat-form-field>
</div>
<mat-checkbox formControlName="ctsCompliant">{{
'labels.inputs.CTS-2010 Compliant' | translate
}}</mat-checkbox>
<div class="form-actions">
<button mat-raised-button type="button" (click)="showForm = false">
{{ 'labels.buttons.Cancel' | translate }}
</button>
<button mat-raised-button color="primary" type="submit" [disabled]="seriesForm.invalid || busy">
{{ 'labels.buttons.Submit' | translate }}
</button>
</div>
</form>
</mat-card-content>
</mat-card>
}
<div class="filter-row">
@for (s of ['ACTIVE', 'INACTIVE']; track s) {
<button mat-stroked-button [class.active]="statusFilter === s" (click)="filterByStatus(s)">{{ s }}</button>
}
</div>
<div class="table-wrapper mat-elevation-z1">
<table mat-table [dataSource]="seriesList">
<ng-container matColumnDef="seriesCode">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Series Code' | translate }}</th>
<td mat-cell *matCellDef="let s">{{ s.seriesCode }}</td>
</ng-container>
<ng-container matColumnDef="name">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Name' | translate }}</th>
<td mat-cell *matCellDef="let s">{{ s.name }}</td>
</ng-container>
<ng-container matColumnDef="leavesPerBook">
<th mat-header-cell *matHeaderCellDef class="num">{{ 'labels.inputs.Leaves Per Book' | translate }}</th>
<td mat-cell *matCellDef="let s" class="num">{{ s.leavesPerBook }}</td>
</ng-container>
<ng-container matColumnDef="applicableAccountType">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Applicable Account Type' | translate }}</th>
<td mat-cell *matCellDef="let s">
<span class="pill neutral">{{ s.applicableAccountType }}</span>
</td>
</ng-container>
<ng-container matColumnDef="ctsCompliant">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.CTS-2010 Compliant' | translate }}</th>
<td mat-cell *matCellDef="let s">
<span class="pill" [ngClass]="s.ctsCompliant ? 'ok' : 'neutral'">{{ s.ctsCompliant ? 'Yes' : 'No' }}</span>
</td>
</ng-container>
<ng-container matColumnDef="reorderLevel">
<th mat-header-cell *matHeaderCellDef class="num">{{ 'labels.inputs.Reorder Level' | translate }}</th>
<td mat-cell *matCellDef="let s" class="num">{{ s.reorderLevel ?? '-' }}</td>
</ng-container>
<ng-container matColumnDef="active">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Status' | translate }}</th>
<td mat-cell *matCellDef="let s">
<span class="pill" [ngClass]="s.active ? 'ok' : 'neutral'">{{ s.active ? 'Active' : 'Inactive' }}</span>
</td>
</ng-container>
<ng-container matColumnDef="actions">
<th mat-header-cell *matHeaderCellDef></th>
<td mat-cell *matCellDef="let s">
@if (s.active) {
<button mat-icon-button color="warn" (click)="deactivate(s)">
<mat-icon><fa-icon icon="trash"></fa-icon></mat-icon>
</button>
}
</td>
</ng-container>
<tr mat-header-row *matHeaderRowDef="columns"></tr>
<tr mat-row *matRowDef="let row; columns: columns"></tr>
</table>
@if (seriesList.length === 0) {
<div class="empty-state">{{ 'labels.text.No records to display' | translate }}</div>
}
@if (totalRecords > 0) {
<mat-paginator
[length]="totalRecords"
[pageSize]="pageSize"
[pageSizeOptions]="pageSizeOptions"
[pageIndex]="pageIndex"
showFirstLastButtons
(page)="onPageChange($event)"
></mat-paginator>
}
</div>
</div>
@@ -0,0 +1,93 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.container {
padding: 16px;
}
.page-header {
display: flex;
justify-content: space-between;
align-items: center;
margin-bottom: 16px;
}
.header-actions {
display: flex;
gap: 12px;
}
.filter-row {
display: flex;
gap: 8px;
margin-bottom: 16px;
button.active {
background: rgb(25 118 210 / 12%);
}
}
.add-form {
margin-bottom: 16px;
}
.form-grid {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(220px, 1fr));
gap: 12px 20px;
margin-bottom: 8px;
}
mat-form-field {
width: 100%;
}
.form-actions {
display: flex;
justify-content: flex-end;
gap: 12px;
margin-top: 16px;
}
.table-wrapper {
overflow-x: auto;
background: #fff;
}
table {
width: 100%;
}
td.num,
th.num {
text-align: right;
font-variant-numeric: tabular-nums;
}
.pill {
font-size: 11px;
padding: 2px 8px;
border-radius: 6px;
font-weight: 600;
&.ok {
background: #dff5e8;
color: #28c07a;
}
&.neutral {
background: #e0e0e0;
color: #757575;
}
}
.empty-state {
padding: 24px;
text-align: center;
color: rgb(0 0 0 / 50%);
}
@@ -0,0 +1,176 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Component, OnInit, inject } from '@angular/core';
import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
import { RouterLink } from '@angular/router';
import { MatIconModule } from '@angular/material/icon';
import { MatButtonModule } from '@angular/material/button';
import { MatTableModule } from '@angular/material/table';
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { MatDialog } from '@angular/material/dialog';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/** Custom Services */
import { ChequeBookService } from '../chequebook.service';
import { DeleteDialogComponent } from 'app/shared/delete-dialog/delete-dialog.component';
/** Cheque-leaf stationery master — leaves per book, CTS-2010 compliance, low-stock reorder threshold. */
@Component({
selector: 'mifosx-cheque-series',
templateUrl: './cheque-series.component.html',
styleUrls: ['./cheque-series.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
RouterLink,
MatIconModule,
MatButtonModule,
MatTableModule,
MatPaginatorModule,
MatSnackBarModule,
FaIconComponent
]
})
export class ChequeSeriesComponent implements OnInit {
private formBuilder = inject(UntypedFormBuilder);
private chequeBookService = inject(ChequeBookService);
private dialog = inject(MatDialog);
private snackBar = inject(MatSnackBar);
private notify(message: string, isError = false): void {
this.snackBar.open(message, 'Dismiss', { duration: isError ? 6000 : 3000 });
}
seriesList: any[] = [];
showForm = false;
busy = false;
statusFilter = '';
pageSize = 10;
pageIndex = 0;
totalRecords = 0;
pageSizeOptions = [
10,
25,
50,
100
];
seriesForm: UntypedFormGroup;
columns = [
'seriesCode',
'name',
'leavesPerBook',
'applicableAccountType',
'ctsCompliant',
'reorderLevel',
'active',
'actions'
];
constructor() {
this.seriesForm = this.formBuilder.group({
seriesCode: [
'',
Validators.required
],
name: [
'',
Validators.required
],
leavesPerBook: [
25,
Validators.required
],
applicableAccountType: [
'',
Validators.required
],
ctsCompliant: [true],
reorderLevel: [10]
});
}
ngOnInit(): void {
this.loadSeries();
}
loadSeries(): void {
this.chequeBookService
.getSeries(this.statusFilter || undefined, this.pageIndex * this.pageSize, this.pageSize)
.subscribe((res: any) => {
this.seriesList = res?.pageItems ?? [];
this.totalRecords = Number(res?.totalFilteredRecords ?? 0);
});
}
filterByStatus(status: string): void {
this.statusFilter = this.statusFilter === status ? '' : status;
this.pageIndex = 0;
this.loadSeries();
}
onPageChange(event: PageEvent): void {
this.pageSize = event.pageSize;
this.pageIndex = event.pageIndex;
this.loadSeries();
}
submit(): void {
if (this.seriesForm.invalid || this.busy) {
return;
}
this.busy = true;
const raw = this.seriesForm.value;
const payload: any = {
seriesCode: raw.seriesCode,
name: raw.name,
leavesPerBook: raw.leavesPerBook,
applicableAccountType: raw.applicableAccountType,
ctsCompliant: !!raw.ctsCompliant,
locale: 'en'
};
if (raw.reorderLevel !== '' && raw.reorderLevel != null) payload.reorderLevel = raw.reorderLevel;
this.chequeBookService.createSeries(payload).subscribe({
next: () => {
this.busy = false;
this.showForm = false;
this.seriesForm.reset({ leavesPerBook: 25, applicableAccountType: '', ctsCompliant: true, reorderLevel: 10 });
this.notify('Submitted for approval — see Approvals > Cheque Book Requests');
this.loadSeries();
},
error: () => {
this.busy = false;
this.notify('Failed to add cheque series', true);
}
});
}
deactivate(series: any): void {
const dialogRef = this.dialog.open(DeleteDialogComponent, {
data: { deleteContext: `cheque series ${series.seriesCode}` }
});
dialogRef.afterClosed().subscribe((response: any) => {
if (!response?.delete) {
return;
}
this.chequeBookService.deactivateSeries(series.id).subscribe({
next: () => {
this.notify('Submitted for approval — see Approvals > Cheque Book Requests');
this.loadSeries();
},
error: () => this.notify('Failed to submit for approval', true)
});
});
}
}
@@ -0,0 +1,29 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="container">
<div class="page-header">
<h2>{{ 'labels.menus.Cheque Book Inventory' | translate }}</h2>
</div>
<div class="cards-grid">
@for (screen of screens; track screen.label) {
<mat-card class="cb-card" [routerLink]="screen.route">
<mat-card-content>
<div class="card-head">
<span class="card-icon">
<fa-icon [icon]="screen.icon"></fa-icon>
</span>
<span class="card-title">{{ screen.label | translate }}</span>
</div>
<p class="card-desc">{{ screen.description | translate }}</p>
</mat-card-content>
</mat-card>
}
</div>
</div>
@@ -0,0 +1,68 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.container {
padding: 16px;
}
.page-header {
display: flex;
justify-content: space-between;
align-items: center;
margin-bottom: 16px;
}
.cards-grid {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(260px, 1fr));
gap: 16px;
}
.cb-card {
cursor: pointer;
transition:
box-shadow 0.2s ease,
transform 0.2s ease;
&:hover {
box-shadow: 0 4px 12px rgb(0 0 0 / 15%);
transform: translateY(-2px);
}
}
.card-head {
display: flex;
align-items: center;
gap: 12px;
margin-bottom: 10px;
}
.card-icon {
display: inline-flex;
align-items: center;
justify-content: center;
width: 42px;
height: 42px;
border-radius: 10px;
flex: 0 0 auto;
background: rgb(25 118 210 / 10%);
color: #1976d2;
font-size: 1.15rem;
}
.card-title {
font-size: 1.05rem;
font-weight: 600;
line-height: 1.2;
}
.card-desc {
color: rgb(0 0 0 / 60%);
font-size: 0.85rem;
margin: 0;
}
@@ -0,0 +1,72 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Component } from '@angular/core';
import { RouterLink } from '@angular/router';
import { MatIconModule } from '@angular/material/icon';
import { MatCardModule } from '@angular/material/card';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
* Cheque Book Inventory landing page — one card per screen (series master, stock, requests/issuance, and
* the teller quick-lookup).
*/
@Component({
selector: 'mifosx-chequebook-dashboard',
templateUrl: './chequebook-dashboard.component.html',
styleUrls: ['./chequebook-dashboard.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
RouterLink,
MatIconModule,
MatCardModule,
FaIconComponent
]
})
export class ChequeBookDashboardComponent {
screens = [
{
route: [
'/chequebook',
'series'
],
label: 'Cheque Series',
icon: 'list',
description: 'Stationery master — leaves per book, CTS-2010 compliance, low-stock reorder level'
},
{
route: [
'/chequebook',
'stock'
],
label: 'Stock Lots & Transfers',
icon: 'boxes-stacked',
description: 'Receive bulk stock from the press, dispatch to branches, acknowledge receipt'
},
{
route: [
'/chequebook',
'books'
],
label: 'Requests & Issuance',
icon: 'book',
description: 'Customer requisitions, issuance, stop-payment, lost/stolen hotlisting'
},
{
route: [
'/chequebook',
'lookup'
],
label: 'Leaf Lookup',
icon: 'magnifying-glass',
description: 'Counter check — is this cheque number safe to honour?'
}
];
}
@@ -0,0 +1,69 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { NgModule } from '@angular/core';
import { Routes, RouterModule } from '@angular/router';
/** Routing Imports */
import { Route } from '../core/route/route.service';
/** Custom Components */
import { ChequeBookDashboardComponent } from './chequebook-dashboard/chequebook-dashboard.component';
import { ChequeSeriesComponent } from './cheque-series/cheque-series.component';
import { StockManagementComponent } from './stock-management/stock-management.component';
import { ChequeBooksComponent } from './cheque-books/cheque-books.component';
import { ChequeBookDetailComponent } from './cheque-book-detail/cheque-book-detail.component';
import { LeafLookupComponent } from './leaf-lookup/leaf-lookup.component';
/** Cheque Book Inventory Routes */
const routes: Routes = [
Route.withShell([
{
path: 'chequebook',
data: { title: 'Cheque Book Inventory', breadcrumb: 'Cheque Book Inventory' },
children: [
{
path: '',
component: ChequeBookDashboardComponent
},
{
path: 'series',
component: ChequeSeriesComponent,
data: { title: 'Cheque Series', breadcrumb: 'Cheque Series' }
},
{
path: 'stock',
component: StockManagementComponent,
data: { title: 'Cheque Stock', breadcrumb: 'Cheque Stock' }
},
{
path: 'books',
component: ChequeBooksComponent,
data: { title: 'Cheque Books', breadcrumb: 'Cheque Books' }
},
{
path: 'books/:id',
component: ChequeBookDetailComponent,
data: { title: 'Cheque Book', routeParamBreadcrumb: 'id' }
},
{
path: 'lookup',
component: LeafLookupComponent,
data: { title: 'Leaf Lookup', breadcrumb: 'Leaf Lookup' }
}
]
}
])
];
@NgModule({
imports: [RouterModule.forChild(routes)],
exports: [RouterModule]
})
export class ChequeBookRoutingModule {}
+46
View File
@@ -0,0 +1,46 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { NgModule } from '@angular/core';
/** Custom Modules */
import { SharedModule } from '../shared/shared.module';
import { DirectivesModule } from '../directives/directives.module';
import { PipesModule } from 'app/pipes/pipes.module';
import { ChequeBookRoutingModule } from './chequebook-routing.module';
/** Custom Components (standalone) */
import { ChequeBookDashboardComponent } from './chequebook-dashboard/chequebook-dashboard.component';
import { ChequeSeriesComponent } from './cheque-series/cheque-series.component';
import { StockManagementComponent } from './stock-management/stock-management.component';
import { ChequeBooksComponent } from './cheque-books/cheque-books.component';
import { ChequeBookDetailComponent } from './cheque-book-detail/cheque-book-detail.component';
import { LeafLookupComponent } from './leaf-lookup/leaf-lookup.component';
/**
* Cheque Book Inventory Module.
*
* Stationery master, a unified stock ledger (HO receipt / branch transfer-in), account issuance with
* per-leaf serial tracking, stop-payment, and lost/stolen hotlisting for both issued and unissued stock.
*/
@NgModule({
imports: [
SharedModule,
DirectivesModule,
PipesModule,
ChequeBookRoutingModule,
ChequeBookDashboardComponent,
ChequeSeriesComponent,
StockManagementComponent,
ChequeBooksComponent,
ChequeBookDetailComponent,
LeafLookupComponent
]
})
export class ChequeBookModule {}
+221
View File
@@ -0,0 +1,221 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Injectable, inject } from '@angular/core';
import { HttpClient, HttpParams } from '@angular/common/http';
import { Observable } from 'rxjs';
/**
* Cheque Book Inventory — stationery master, a unified stock ledger (HO receipt / branch transfer-in share
* one drawdown-cursor concept), account issuance with per-leaf serial tracking, stop-payment and
* lost/stolen hotlisting (both issued and unissued stock).
*/
@Injectable({
providedIn: 'root'
})
export class ChequeBookService {
private http = inject(HttpClient);
// ----- Series -----
/** status: 'ACTIVE' | 'INACTIVE'. Server-side paginated — always returns { pageItems, totalFilteredRecords }. */
getSeries(status?: string, offset = 0, limit = 20): Observable<any> {
let params = new HttpParams().set('offset', offset).set('limit', limit);
if (status) params = params.set('status', status);
return this.http.get('/chequeseries', { params });
}
createSeries(payload: any): Observable<any> {
return this.http.post('/chequeseries', payload);
}
updateSeries(id: string | number, payload: any): Observable<any> {
return this.http.put(`/chequeseries/${id}`, payload);
}
deactivateSeries(id: string | number): Observable<any> {
return this.http.delete(`/chequeseries/${id}`);
}
// ----- Stock lots -----
/** Server-side paginated — always returns { pageItems, totalFilteredRecords }. */
getStockLots(
officeId?: string | number,
seriesId?: string | number,
status?: string,
offset = 0,
limit = 20
): Observable<any> {
let params = new HttpParams().set('offset', offset).set('limit', limit);
if (officeId) params = params.set('officeId', officeId);
if (seriesId) params = params.set('seriesId', seriesId);
if (status) params = params.set('status', status);
return this.http.get('/chequestocklots', { params });
}
receiveStock(payload: any): Observable<any> {
return this.http.post('/chequestocklots', payload);
}
reportStockLotLost(lotId: string | number, payload: any): Observable<any> {
return this.http.post(`/chequestocklots/${lotId}`, payload, {
params: new HttpParams().set('command', 'reportlost')
});
}
// ----- Stock transfers -----
/** Server-side paginated — always returns { pageItems, totalFilteredRecords }. */
getStockTransfers(status?: string, offset = 0, limit = 20): Observable<any> {
let params = new HttpParams().set('offset', offset).set('limit', limit);
if (status) params = params.set('status', status);
return this.http.get('/chequestocktransfers', { params });
}
dispatchStockTransfer(payload: any): Observable<any> {
return this.http.post('/chequestocktransfers', payload);
}
receiveStockTransfer(transferId: string | number): Observable<any> {
return this.http.post(
`/chequestocktransfers/${transferId}`,
{},
{ params: new HttpParams().set('command', 'receive') }
);
}
rejectStockTransfer(transferId: string | number): Observable<any> {
return this.http.post(
`/chequestocktransfers/${transferId}`,
{},
{ params: new HttpParams().set('command', 'reject') }
);
}
// ----- Cheque books -----
getBooks(
accountType?: string,
accountId?: string | number,
officeId?: string | number,
status?: string,
offset = 0,
limit = 20
): Observable<any> {
let params = new HttpParams().set('offset', offset).set('limit', limit);
if (accountType) params = params.set('accountType', accountType);
if (accountId) params = params.set('accountId', accountId);
if (officeId) params = params.set('officeId', officeId);
if (status) params = params.set('status', status);
return this.http.get('/chequebooks', { params });
}
getBook(id: string | number): Observable<any> {
return this.http.get(`/chequebooks/${id}`);
}
getLeaves(bookId: string | number): Observable<any> {
return this.http.get(`/chequebooks/${bookId}/leaves`);
}
requestBook(payload: any): Observable<any> {
return this.http.post('/chequebooks', payload);
}
issueBook(bookId: string | number, payload: any): Observable<any> {
return this.http.post(`/chequebooks/${bookId}`, payload, { params: new HttpParams().set('command', 'issue') });
}
rejectBook(bookId: string | number, payload: any): Observable<any> {
return this.http.post(`/chequebooks/${bookId}`, payload, { params: new HttpParams().set('command', 'reject') });
}
withdrawBook(bookId: string | number): Observable<any> {
return this.http.post(`/chequebooks/${bookId}`, {}, { params: new HttpParams().set('command', 'withdraw') });
}
stopPayment(bookId: string | number, payload: any): Observable<any> {
return this.http.post(`/chequebooks/${bookId}`, payload, {
params: new HttpParams().set('command', 'stoppayment')
});
}
revokeStopPayment(bookId: string | number, payload: any): Observable<any> {
return this.http.post(`/chequebooks/${bookId}`, payload, {
params: new HttpParams().set('command', 'revokestoppayment')
});
}
reportBookLost(bookId: string | number, payload: any): Observable<any> {
return this.http.post(`/chequebooks/${bookId}`, payload, { params: new HttpParams().set('command', 'reportlost') });
}
cancelLeaf(bookId: string | number, payload: any): Observable<any> {
return this.http.post(`/chequebooks/${bookId}`, payload, { params: new HttpParams().set('command', 'cancelleaf') });
}
/** Manually record that leaves cleared, once the branch sees them on the bank/clearing statement. */
markUsed(bookId: string | number, payload: any): Observable<any> {
return this.http.post(`/chequebooks/${bookId}`, payload, { params: new HttpParams().set('command', 'markused') });
}
// ----- Pending requests (bespoke maker-checker for series/stock/book creation) -----
/**
* A different user than the maker must approve/reject — enforced server-side, not just in this UI.
* Server-side paginated and date-filtered, matching the clerk disbursement/withdrawal request queues.
*/
getPendingRequests(status?: string, fromDate?: string, toDate?: string, offset = 0, limit = 20): Observable<any> {
let params = new HttpParams().set('offset', offset).set('limit', limit);
if (status) params = params.set('status', status);
if (fromDate) params = params.set('fromDate', fromDate);
if (toDate) params = params.set('toDate', toDate);
return this.http.get('/chequebook/pending-requests', { params });
}
getPendingRequest(id: string | number): Observable<any> {
return this.http.get(`/chequebook/pending-requests/${id}`);
}
approvePendingRequest(id: string | number): Observable<any> {
return this.http.post(
`/chequebook/pending-requests/${id}`,
{},
{ params: new HttpParams().set('command', 'approve') }
);
}
rejectPendingRequest(id: string | number, payload: any): Observable<any> {
return this.http.post(`/chequebook/pending-requests/${id}`, payload, {
params: new HttpParams().set('command', 'reject')
});
}
// ----- Leaf lookup -----
lookupLeaf(serialNo: string | number): Observable<any> {
return this.http.get('/chequeleaves/lookup', { params: new HttpParams().set('serialNo', serialNo) });
}
// ----- Account lookup (by account number) -----
/** Search a Savings or Current account by its account number; returns a paginated list to match against. */
searchAccountByNo(accountType: string, accountNo: string): Observable<any> {
const base = accountType === 'CURRENT' ? '/currentaccounts' : '/savingsaccounts';
const params = new HttpParams().set('accountNo', accountNo).set('offset', '0').set('limit', '20');
return this.http.get(base, { params });
}
// ----- Shared template data -----
getOffices(): Observable<any> {
return this.http.get('/offices');
}
}
@@ -0,0 +1,128 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="container">
<div class="page-header">
<h2>{{ 'labels.inputs.Leaf Lookup' | translate }}</h2>
<button mat-raised-button [routerLink]="['/chequebook']">{{ 'labels.buttons.Back' | translate }}</button>
</div>
<mat-card class="search-card">
<mat-card-content>
<form [formGroup]="searchForm" (ngSubmit)="search()" class="search-row">
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Cheque Leaf Serial No' | translate }}</mat-label>
<input matInput type="number" formControlName="serialNo" required />
</mat-form-field>
<button mat-raised-button color="primary" type="submit" [disabled]="searchForm.invalid || busy">
<fa-icon icon="magnifying-glass"></fa-icon>&nbsp;{{ 'labels.buttons.Search' | translate }}
</button>
</form>
</mat-card-content>
</mat-card>
@if (results.length > 1) {
<div class="multi-match-note">
{{
'labels.text.More than one series has a leaf with this serial number — check the series code against the physical cheque.'
| translate
}}
</div>
}
@for (result of results; track result.seriesCode + '-' + result.leafSerialNo) {
<mat-card class="result-card">
<mat-card-content>
<div class="result-header">
@if (result.seriesCode) {
<span class="series-tag">{{ result.seriesCode }}</span>
}
<span
class="pill big"
[ngClass]="
result.status === 'ACTIVE'
? 'ok'
: result.status === 'USED'
? 'used'
: result.status === 'STOP_PAYMENT'
? 'warn'
: result.status === 'LOST'
? 'bad'
: 'neutral'
"
>{{ result.status }}</span
>
</div>
<div class="info-grid">
<div>
<span class="k">{{ 'labels.inputs.Serial No' | translate }}</span
><span>{{ result.leafSerialNo }}</span>
</div>
<div>
<span class="k">{{ 'labels.inputs.Series' | translate }}</span
><span>{{ result.seriesCode || '–' }}</span>
</div>
@if (result.chequeBookId) {
<div>
<span class="k">{{ 'labels.inputs.Cheque Book' | translate }}</span
><span>#{{ result.chequeBookId }}</span>
</div>
<div>
<span class="k">{{ 'labels.inputs.Account' | translate }}</span
><span>{{ result.accountType }} {{ result.accountNo || result.accountId }}</span>
</div>
@if (result.clientName) {
<div>
<span class="k">{{ 'labels.inputs.Client' | translate }}</span
><span>{{ result.clientName }}</span>
</div>
}
} @else {
<div class="warn-note">
{{
'labels.text.This leaf was never issued to a customer — reported lost/stolen from stock.' | translate
}}
</div>
}
<div>
<span class="k">{{ 'labels.inputs.Office' | translate }}</span
><span>{{ result.officeName }}</span>
</div>
@if (result.status === 'STOP_PAYMENT') {
<div>
<span class="k">{{ 'labels.inputs.Stop Reason' | translate }}</span
><span>{{ result.stopReason }}</span>
</div>
}
@if (result.status === 'LOST') {
<div>
<span class="k">{{ 'labels.inputs.Lost Reason' | translate }}</span
><span>{{ result.lostReason }}</span>
</div>
}
@if (result.status === 'CANCELLED') {
<div>
<span class="k">{{ 'labels.inputs.Cancelled Reason' | translate }}</span
><span>{{ result.cancelledReason }}</span>
</div>
}
@if (result.status === 'USED' && result.usedReason) {
<div>
<span class="k">{{ 'labels.inputs.Used Reason' | translate }}</span
><span>{{ result.usedReason }}</span>
</div>
}
</div>
</mat-card-content>
</mat-card>
} @empty {
@if (searched && !busy) {
<div class="empty-state">{{ 'labels.text.No records to display' | translate }}</div>
}
}
</div>
@@ -0,0 +1,125 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.container {
padding: 16px;
max-width: 700px;
margin: 0 auto;
}
.page-header {
display: flex;
justify-content: space-between;
align-items: center;
margin-bottom: 16px;
}
.search-card {
margin-bottom: 16px;
}
.search-row {
display: flex;
gap: 16px;
align-items: flex-start;
mat-form-field {
flex: 1;
}
}
.result-card {
margin-bottom: 16px;
}
.result-header {
display: flex;
align-items: center;
gap: 10px;
margin-bottom: 16px;
}
.series-tag {
font-size: 12px;
font-weight: 700;
letter-spacing: 0.02em;
color: rgb(0 0 0 / 60%);
}
.multi-match-note {
margin-bottom: 16px;
color: #a16207;
font-weight: 600;
}
.info-grid {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(200px, 1fr));
gap: 12px 24px;
div {
display: flex;
flex-direction: column;
}
.k {
font-size: 0.72rem;
text-transform: uppercase;
color: rgb(0 0 0 / 50%);
}
.warn-note {
grid-column: 1 / -1;
color: #a16207;
font-weight: 600;
}
}
.pill {
font-size: 11px;
padding: 2px 8px;
border-radius: 6px;
font-weight: 600;
&.big {
font-size: 14px;
padding: 6px 14px;
border-radius: 8px;
}
&.ok {
background: #dff5e8;
color: #28c07a;
}
&.used {
background: #e3edfd;
color: #1976d2;
}
&.bad {
background: #fde3e3;
color: #d32f2f;
}
&.warn {
background: #fff3cd;
color: #a16207;
}
&.neutral {
background: #e0e0e0;
color: #757575;
}
}
.empty-state {
padding: 24px;
text-align: center;
color: rgb(0 0 0 / 50%);
}
@@ -0,0 +1,81 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Component, inject } from '@angular/core';
import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
import { MatIconModule } from '@angular/material/icon';
import { MatButtonModule } from '@angular/material/button';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/** Custom Services */
import { ChequeBookService } from '../chequebook.service';
/**
* The teller/counter quick-lookup: given a bare cheque-leaf serial number, is it active, stopped, lost, or
* was it ever issued at all — one code path covers every case (issued or unissued-but-stolen stock).
*/
@Component({
selector: 'mifosx-leaf-lookup',
templateUrl: './leaf-lookup.component.html',
styleUrls: ['./leaf-lookup.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatIconModule,
MatButtonModule,
MatSnackBarModule,
FaIconComponent
]
})
export class LeafLookupComponent {
private formBuilder = inject(UntypedFormBuilder);
private chequeBookService = inject(ChequeBookService);
private snackBar = inject(MatSnackBar);
private notify(message: string, isError = false): void {
this.snackBar.open(message, 'Dismiss', { duration: isError ? 6000 : 3000 });
}
searchForm: UntypedFormGroup;
// a bare serial number is only unique within its own series — more than one series can share a number,
// so the lookup can legitimately return more than one match
results: any[] = [];
searched = false;
busy = false;
constructor() {
this.searchForm = this.formBuilder.group({
serialNo: [
'',
Validators.required
]
});
}
search(): void {
if (this.searchForm.invalid || this.busy) {
return;
}
this.busy = true;
this.searched = true;
this.results = [];
this.chequeBookService.lookupLeaf(this.searchForm.value.serialNo).subscribe({
next: (data: any) => {
this.busy = false;
this.results = Array.isArray(data) ? data : [data];
},
error: () => {
this.busy = false;
this.results = [];
this.notify('No cheque leaf found with that serial number', true);
}
});
}
}
@@ -0,0 +1,47 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<h1 mat-dialog-title>{{ 'labels.inputs.Report Remaining Stock Lost/Stolen' | translate }}</h1>
<div mat-dialog-content>
<div class="rll-context">
<div class="rll-field">
<span class="k">{{ 'labels.inputs.Series' | translate }}</span>
<span>{{ data.seriesCode }}</span>
</div>
<div class="rll-field">
<span class="k">{{ 'labels.inputs.Office' | translate }}</span>
<span>{{ data.officeName }}</span>
</div>
<div class="rll-field">
<span class="k">{{ 'labels.inputs.Remaining Range' | translate }}</span>
<span>{{ data.nextSerialNo }} – {{ data.rangeEnd }}</span>
</div>
</div>
<form [formGroup]="reportLostForm" (ngSubmit)="submit()" class="rll-form">
<div class="form-grid">
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.From Serial No' | translate }}</mat-label>
<input matInput type="number" formControlName="fromSerialNo" required />
<mat-hint>{{
'labels.text.Only a suffix of the remaining undrawn range can be reported' | translate
}}</mat-hint>
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Reason' | translate }}</mat-label>
<input matInput formControlName="reason" required />
</mat-form-field>
</div>
</form>
</div>
<mat-dialog-actions align="end">
<button mat-raised-button mat-dialog-close>{{ 'labels.buttons.Cancel' | translate }}</button>
<button mat-raised-button color="warn" [disabled]="reportLostForm.invalid || busy" (click)="submit()">
{{ 'labels.buttons.Report Lost' | translate }}
</button>
</mat-dialog-actions>
@@ -0,0 +1,34 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.rll-context {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(150px, 1fr));
gap: 10px 20px;
min-width: 420px;
margin-bottom: 18px;
padding-bottom: 14px;
border-bottom: 1px solid rgb(0 0 0 / 8%);
.rll-field {
display: flex;
flex-direction: column;
}
.k {
font-size: 0.7rem;
text-transform: uppercase;
color: rgb(0 0 0 / 50%);
}
}
.form-grid {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(200px, 1fr));
gap: 12px 20px;
}
@@ -0,0 +1,90 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Component, inject } from '@angular/core';
import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
import {
MatDialogRef,
MAT_DIALOG_DATA,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose
} from '@angular/material/dialog';
import { CdkScrollable } from '@angular/cdk/scrolling';
import { MatSnackBar } from '@angular/material/snack-bar';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/** Custom Services */
import { ChequeBookService } from '../../chequebook.service';
/** Popup shown when "Report Lost" is clicked on a stock lot row — reports the undrawn suffix as lost/stolen. */
@Component({
selector: 'mifosx-report-lot-lost-dialog',
templateUrl: './report-lot-lost-dialog.component.html',
styleUrls: ['./report-lot-lost-dialog.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatDialogTitle,
CdkScrollable,
MatDialogContent,
MatDialogActions,
MatDialogClose
]
})
export class ReportLotLostDialogComponent {
dialogRef = inject<MatDialogRef<ReportLotLostDialogComponent>>(MatDialogRef);
data = inject(MAT_DIALOG_DATA);
private chequeBookService = inject(ChequeBookService);
private snackBar = inject(MatSnackBar);
private formBuilder = inject(UntypedFormBuilder);
private notify(message: string, isError = false): void {
this.snackBar.open(message, 'Dismiss', { duration: isError ? 6000 : 3000 });
}
busy = false;
reportLostForm: UntypedFormGroup;
constructor() {
this.reportLostForm = this.formBuilder.group({
fromSerialNo: [
this.data.nextSerialNo,
Validators.required
],
reason: [
'',
Validators.required
]
});
}
submit(): void {
if (this.reportLostForm.invalid || this.busy) {
return;
}
this.busy = true;
const raw = this.reportLostForm.value;
const payload = { fromSerialNo: raw.fromSerialNo, reason: raw.reason, locale: 'en' };
this.chequeBookService.reportStockLotLost(this.data.id, payload).subscribe({
next: () => {
this.busy = false;
this.notify('Remaining stock reported lost/stolen');
this.dialogRef.close({ reported: true });
},
error: () => {
this.busy = false;
this.notify(
'Failed to report stock lost — check the serial number is within the remaining undrawn range',
true
);
}
});
}
}
@@ -0,0 +1,328 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="container">
<div class="page-header">
<h2>{{ 'labels.inputs.Cheque Stock' | translate }}</h2>
<button mat-raised-button [routerLink]="['/chequebook']">{{ 'labels.buttons.Back' | translate }}</button>
</div>
<mat-tab-group>
<!-- ============ Stock Lots ============ -->
<mat-tab label="{{ 'labels.inputs.Stock Lots' | translate }}">
<div class="tab-body">
<!-- Denomination-wise availability roll-up: how many 25-leaf / 50-leaf books are on hand -->
@if (stockSummary.length > 0) {
<div class="summary-strip">
<div class="summary-title">{{ 'labels.inputs.Available Stock by Book Size' | translate }}</div>
<div class="summary-cards">
@for (row of stockSummary; track row.seriesCode + row.leavesPerBook) {
<div class="summary-card">
<div class="summary-books">{{ row.books }}</div>
<div class="summary-label">
{{ 'labels.inputs.books' | translate }} &times; {{ row.leavesPerBook }}-{{
'labels.inputs.leaf' | translate
}}
</div>
<div class="summary-series">{{ row.seriesCode }}</div>
</div>
}
</div>
</div>
}
<div class="tab-toolbar">
<button mat-raised-button color="primary" (click)="showReceiveForm = !showReceiveForm">
<fa-icon icon="plus"></fa-icon>&nbsp;{{ 'labels.buttons.Receive Stock' | translate }}
</button>
</div>
@if (showReceiveForm) {
<mat-card class="add-form">
<mat-card-content>
<form [formGroup]="receiveForm" (ngSubmit)="submitReceive()">
<div class="form-grid">
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Series' | translate }}</mat-label>
<mat-select formControlName="seriesId" required (selectionChange)="onReceiveSeriesChange()">
@for (s of seriesList; track s.id) {
<mat-option [value]="s.id"
>{{ s.seriesCode }} — {{ s.name }} ({{ s.leavesPerBook }}-{{
'labels.inputs.leaf' | translate
}})</mat-option
>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Office' | translate }}</mat-label>
<mat-select formControlName="officeId" required>
@for (office of offices; track office.id) {
<mat-option [value]="office.id">{{ office.name }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Number of Books' | translate }}</mat-label>
<input matInput type="number" formControlName="noOfBooks" required />
@if (receiveLeavesPerBook) {
<mat-hint
>{{ receiveTotalLeaves }} {{ 'labels.inputs.leaves' | translate }} ({{
'labels.inputs.books' | translate
}}
&times; {{ receiveLeavesPerBook }})</mat-hint
>
}
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Range Start' | translate }}</mat-label>
<input matInput type="number" formControlName="rangeStart" required />
<mat-hint>{{ 'labels.text.Auto-suggested to avoid overlap; editable' | translate }}</mat-hint>
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Range End' | translate }}</mat-label>
<input matInput type="number" [value]="receiveRangeEnd ?? ''" readonly />
<mat-hint>{{ 'labels.text.Calculated from books x book size' | translate }}</mat-hint>
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Batch / PO Reference' | translate }}</mat-label>
<input matInput formControlName="batchRef" />
</mat-form-field>
</div>
<div class="form-actions">
<button mat-raised-button type="button" (click)="showReceiveForm = false">
{{ 'labels.buttons.Cancel' | translate }}
</button>
<button
mat-raised-button
color="primary"
type="submit"
[disabled]="receiveForm.invalid || !receiveRangeEnd || busy"
>
{{ 'labels.buttons.Submit' | translate }}
</button>
</div>
</form>
</mat-card-content>
</mat-card>
}
<div class="filter-row">
@for (s of lotStatusOptions; track s) {
<button mat-stroked-button [class.active]="lotStatusFilter === s" (click)="filterLotsByStatus(s)">
{{ s }}
</button>
}
</div>
<div class="table-wrapper mat-elevation-z1">
<table mat-table [dataSource]="displayedLots">
<ng-container matColumnDef="seriesCode">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Series' | translate }}</th>
<td mat-cell *matCellDef="let l">{{ l.seriesCode }}</td>
</ng-container>
<ng-container matColumnDef="officeName">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Office' | translate }}</th>
<td mat-cell *matCellDef="let l">{{ l.officeName }}</td>
</ng-container>
<ng-container matColumnDef="range">
<th mat-header-cell *matHeaderCellDef class="num">{{ 'labels.inputs.Leaf Range' | translate }}</th>
<td mat-cell *matCellDef="let l" class="num">{{ l.rangeStart }} – {{ l.rangeEnd }}</td>
</ng-container>
<ng-container matColumnDef="remainingLeaves">
<th mat-header-cell *matHeaderCellDef class="num">{{ 'labels.inputs.Remaining' | translate }}</th>
<td mat-cell *matCellDef="let l" class="num">
<strong>{{ l.remainingBooks ?? 0 }}</strong> {{ 'labels.inputs.books' | translate }}
<span class="muted">× {{ l.leavesPerBook }}-{{ 'labels.inputs.leaf' | translate }}</span>
<span class="muted">({{ l.remainingLeaves }} {{ 'labels.inputs.leaves' | translate }})</span>
@if (l.lowStock) {
<span class="pill warn">{{ 'labels.text.Low Stock' | translate }}</span>
}
</td>
</ng-container>
<ng-container matColumnDef="status">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Status' | translate }}</th>
<td mat-cell *matCellDef="let l">
<span
class="pill"
[ngClass]="l.status === 'AVAILABLE' ? 'ok' : l.status === 'CANCELLED' ? 'bad' : 'neutral'"
>{{ l.status }}</span
>
</td>
</ng-container>
<ng-container matColumnDef="actions">
<th mat-header-cell *matHeaderCellDef></th>
<td mat-cell *matCellDef="let l">
@if (l.status === 'AVAILABLE') {
<button mat-button color="warn" (click)="openReportLost(l)">
{{ 'labels.buttons.Report Lost' | translate }}
</button>
}
</td>
</ng-container>
<tr mat-header-row *matHeaderRowDef="lotColumns"></tr>
<tr mat-row *matRowDef="let row; columns: lotColumns"></tr>
</table>
@if (displayedLots.length === 0) {
<div class="empty-state">{{ 'labels.text.No records to display' | translate }}</div>
}
@if (lotTotalRecords > 0) {
<mat-paginator
[length]="lotTotalRecords"
[pageSize]="lotPageSize"
[pageSizeOptions]="pageSizeOptions"
[pageIndex]="lotPageIndex"
showFirstLastButtons
(page)="onLotPageChange($event)"
></mat-paginator>
}
</div>
</div>
</mat-tab>
<!-- ============ Stock Transfers ============ -->
<mat-tab label="{{ 'labels.inputs.Stock Transfers' | translate }}">
<div class="tab-body">
<div class="tab-toolbar">
<button mat-raised-button color="primary" (click)="showDispatchForm = !showDispatchForm">
<fa-icon icon="plus"></fa-icon>&nbsp;{{ 'labels.buttons.Dispatch Transfer' | translate }}
</button>
</div>
@if (showDispatchForm) {
<mat-card class="add-form">
<mat-card-content>
<form [formGroup]="dispatchForm" (ngSubmit)="submitDispatch()">
<div class="form-grid">
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.Series' | translate }}</mat-label>
<mat-select formControlName="seriesId" required>
@for (s of seriesList; track s.id) {
<mat-option [value]="s.id">{{ s.seriesCode }} — {{ s.name }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.From Office' | translate }}</mat-label>
<mat-select formControlName="fromOfficeId" required>
@for (office of offices; track office.id) {
<mat-option [value]="office.id">{{ office.name }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.To Office' | translate }}</mat-label>
<mat-select formControlName="toOfficeId" required>
@for (office of offices; track office.id) {
<mat-option [value]="office.id">{{ office.name }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.From Lot Id' | translate }}</mat-label>
<input matInput type="number" formControlName="fromLotId" required />
<mat-hint>{{
'labels.text.The stock-lot id to draw the transfer from (see Stock Lots tab)' | translate
}}</mat-hint>
</mat-form-field>
<mat-form-field appearance="fill">
<mat-label>{{ 'labels.inputs.No of Leaves' | translate }}</mat-label>
<input matInput type="number" formControlName="noOfLeaves" required />
</mat-form-field>
</div>
<div class="form-actions">
<button mat-raised-button type="button" (click)="showDispatchForm = false">
{{ 'labels.buttons.Cancel' | translate }}
</button>
<button mat-raised-button color="primary" type="submit" [disabled]="dispatchForm.invalid || busy">
{{ 'labels.buttons.Submit' | translate }}
</button>
</div>
</form>
</mat-card-content>
</mat-card>
}
<div class="filter-row">
@for (s of transferStatusOptions; track s) {
<button mat-stroked-button [class.active]="transferStatusFilter === s" (click)="filterTransfersByStatus(s)">
{{ s }}
</button>
}
</div>
<div class="table-wrapper mat-elevation-z1">
<table mat-table [dataSource]="stockTransfers">
<ng-container matColumnDef="seriesCode">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Series' | translate }}</th>
<td mat-cell *matCellDef="let t">{{ t.seriesCode }}</td>
</ng-container>
<ng-container matColumnDef="fromOfficeName">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.From Office' | translate }}</th>
<td mat-cell *matCellDef="let t">{{ t.fromOfficeName }}</td>
</ng-container>
<ng-container matColumnDef="toOfficeName">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.To Office' | translate }}</th>
<td mat-cell *matCellDef="let t">{{ t.toOfficeName }}</td>
</ng-container>
<ng-container matColumnDef="range">
<th mat-header-cell *matHeaderCellDef class="num">{{ 'labels.inputs.Leaf Range' | translate }}</th>
<td mat-cell *matCellDef="let t" class="num">{{ t.rangeStart }} – {{ t.rangeEnd }}</td>
</ng-container>
<ng-container matColumnDef="totalLeaves">
<th mat-header-cell *matHeaderCellDef class="num">{{ 'labels.inputs.Leaves' | translate }}</th>
<td mat-cell *matCellDef="let t" class="num">{{ t.totalLeaves }}</td>
</ng-container>
<ng-container matColumnDef="status">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Status' | translate }}</th>
<td mat-cell *matCellDef="let t">
<span
class="pill"
[ngClass]="t.status === 'RECEIVED' ? 'ok' : t.status === 'REJECTED' ? 'bad' : 'neutral'"
>{{ t.status }}</span
>
</td>
</ng-container>
<ng-container matColumnDef="dispatchDate">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Dispatch Date' | translate }}</th>
<td mat-cell *matCellDef="let t">{{ t.dispatchDate | dateFormat }}</td>
</ng-container>
<ng-container matColumnDef="actions">
<th mat-header-cell *matHeaderCellDef></th>
<td mat-cell *matCellDef="let t">
@if (t.status === 'DISPATCHED') {
<button mat-button color="primary" (click)="receiveTransfer(t)">
{{ 'labels.buttons.Receive' | translate }}
</button>
<button mat-button color="warn" (click)="rejectTransfer(t)">
{{ 'labels.buttons.Reject' | translate }}
</button>
}
</td>
</ng-container>
<tr mat-header-row *matHeaderRowDef="transferColumns"></tr>
<tr mat-row *matRowDef="let row; columns: transferColumns"></tr>
</table>
@if (stockTransfers.length === 0) {
<div class="empty-state">{{ 'labels.text.No records to display' | translate }}</div>
}
@if (transferTotalRecords > 0) {
<mat-paginator
[length]="transferTotalRecords"
[pageSize]="transferPageSize"
[pageSizeOptions]="pageSizeOptions"
[pageIndex]="transferPageIndex"
showFirstLastButtons
(page)="onTransferPageChange($event)"
></mat-paginator>
}
</div>
</div>
</mat-tab>
</mat-tab-group>
</div>
@@ -0,0 +1,159 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.container {
padding: 16px;
}
.page-header {
display: flex;
justify-content: space-between;
align-items: center;
margin-bottom: 16px;
}
.tab-body {
padding: 16px 0;
}
.tab-toolbar {
margin-bottom: 12px;
}
.filter-row {
display: flex;
gap: 8px;
margin-bottom: 16px;
flex-wrap: wrap;
button.active {
background: rgb(25 118 210 / 12%);
}
}
.summary-strip {
margin-bottom: 16px;
}
.summary-title {
font-size: 0.78rem;
font-weight: 600;
text-transform: uppercase;
letter-spacing: 0.4px;
color: rgb(0 0 0 / 55%);
margin-bottom: 8px;
}
.summary-cards {
display: flex;
flex-wrap: wrap;
gap: 12px;
}
.summary-card {
min-width: 120px;
padding: 12px 16px;
border: 1px solid rgb(0 0 0 / 10%);
border-radius: 10px;
background: rgb(25 118 210 / 6%);
text-align: center;
}
.summary-books {
font-size: 1.6rem;
font-weight: 700;
color: #1976d2;
font-variant-numeric: tabular-nums;
}
.summary-label {
font-size: 0.8rem;
color: rgb(0 0 0 / 70%);
}
.summary-series {
font-size: 0.72rem;
color: rgb(0 0 0 / 50%);
margin-top: 2px;
}
.muted {
color: rgb(0 0 0 / 50%);
font-size: 0.8rem;
margin-left: 4px;
}
.add-form {
margin-bottom: 16px;
}
.form-grid {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(220px, 1fr));
gap: 12px 20px;
}
mat-form-field {
width: 100%;
}
.form-actions {
display: flex;
justify-content: flex-end;
gap: 12px;
margin-top: 16px;
}
.table-wrapper {
overflow-x: auto;
background: #fff;
}
table {
width: 100%;
}
td.num,
th.num {
text-align: right;
font-variant-numeric: tabular-nums;
}
.pill {
font-size: 11px;
padding: 2px 8px;
border-radius: 6px;
font-weight: 600;
margin-left: 6px;
&.ok {
background: #dff5e8;
color: #28c07a;
}
&.bad {
background: #fde3e3;
color: #d32f2f;
}
&.warn {
background: #fff3cd;
color: #a16207;
}
&.neutral {
background: #e0e0e0;
color: #757575;
}
}
.empty-state {
padding: 24px;
text-align: center;
color: rgb(0 0 0 / 50%);
}
@@ -0,0 +1,398 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Component, OnInit, inject } from '@angular/core';
import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
import { RouterLink } from '@angular/router';
import { MatIconModule } from '@angular/material/icon';
import { MatButtonModule } from '@angular/material/button';
import { MatTableModule } from '@angular/material/table';
import { MatTabsModule } from '@angular/material/tabs';
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { MatDialog } from '@angular/material/dialog';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/** Custom Services */
import { ChequeBookService } from '../chequebook.service';
/** Dialog Components */
import { ReportLotLostDialogComponent } from './report-lot-lost-dialog/report-lot-lost-dialog.component';
/**
* Cheque stock: the unified stock-lot ledger (HO receipt / branch transfer-in share one drawdown-cursor
* concept) and the office-to-office transfer workflow (dispatch → receive-ack / reject) that draws from it.
*/
@Component({
selector: 'mifosx-stock-management',
templateUrl: './stock-management.component.html',
styleUrls: ['./stock-management.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
RouterLink,
MatIconModule,
MatButtonModule,
MatTableModule,
MatTabsModule,
MatPaginatorModule,
MatSnackBarModule,
FaIconComponent
]
})
export class StockManagementComponent implements OnInit {
private formBuilder = inject(UntypedFormBuilder);
private chequeBookService = inject(ChequeBookService);
private snackBar = inject(MatSnackBar);
private dialog = inject(MatDialog);
private notify(message: string, isError = false): void {
this.snackBar.open(message, 'Dismiss', { duration: isError ? 6000 : 3000 });
}
seriesList: any[] = [];
offices: any[] = [];
busy = false;
showReceiveForm = false;
showDispatchForm = false;
receiveForm: UntypedFormGroup;
dispatchForm: UntypedFormGroup;
lotColumns = [
'seriesCode',
'officeName',
'range',
'remainingLeaves',
'status',
'actions'
];
transferColumns = [
'seriesCode',
'fromOfficeName',
'toOfficeName',
'range',
'totalLeaves',
'status',
'dispatchDate',
'actions'
];
readonly lotStatusOptions = [
'AVAILABLE',
'DISPATCHED',
'EXHAUSTED',
'PARTIALLY_COMPROMISED',
'CANCELLED'
];
readonly transferStatusOptions = [
'DISPATCHED',
'RECEIVED',
'REJECTED'
];
/** Every stock lot, unfiltered — drives the denomination roll-up and the "next free serial" calculation,
* so it must never be limited to whatever page/status the display table happens to be showing. */
private allStockLots: any[] = [];
/** The lot table shown on screen — server-side paginated and status-filtered independently of allStockLots. */
displayedLots: any[] = [];
lotStatusFilter = '';
lotPageSize = 10;
lotPageIndex = 0;
lotTotalRecords = 0;
stockTransfers: any[] = [];
transferStatusFilter = '';
transferPageSize = 10;
transferPageIndex = 0;
transferTotalRecords = 0;
pageSizeOptions = [
10,
25,
50,
100
];
constructor() {
this.receiveForm = this.formBuilder.group({
seriesId: [
'',
Validators.required
],
officeId: [
'',
Validators.required
],
noOfBooks: [
1,
Validators.required
],
rangeStart: [
'',
Validators.required
],
batchRef: ['']
});
this.dispatchForm = this.formBuilder.group({
seriesId: [
'',
Validators.required
],
fromOfficeId: [
'',
Validators.required
],
toOfficeId: [
'',
Validators.required
],
fromLotId: [
'',
Validators.required
],
noOfLeaves: [
'',
Validators.required
]
});
}
ngOnInit(): void {
this.loadAllStockLotsForCalculations();
this.loadDisplayedLots();
this.loadStockTransfers();
// populates dropdowns, so fetch every active series in one page rather than paging through it
this.chequeBookService
.getSeries('ACTIVE', 0, 500)
.subscribe((res: any) => (this.seriesList = (res?.pageItems ?? []).filter((s: any) => s.active)));
this.chequeBookService.getOffices().subscribe((data: any[]) => (this.offices = data || []));
}
/** Denomination-wise roll-up of available books, e.g. "CTS-25 (25-leaf): 2000 books". */
stockSummary: { seriesCode: string; leavesPerBook: number; books: number; leaves: number }[] = [];
/** Unfiltered, every status, every page — feeds stockSummary and nextFreeSerial only, never the table. */
loadAllStockLotsForCalculations(): void {
this.chequeBookService.getStockLots(undefined, undefined, undefined, 0, 500).subscribe((res: any) => {
this.allStockLots = res?.pageItems ?? [];
this.buildSummary();
});
}
loadDisplayedLots(): void {
this.chequeBookService
.getStockLots(
undefined,
undefined,
this.lotStatusFilter || undefined,
this.lotPageIndex * this.lotPageSize,
this.lotPageSize
)
.subscribe((res: any) => {
this.displayedLots = res?.pageItems ?? [];
this.lotTotalRecords = Number(res?.totalFilteredRecords ?? 0);
});
}
filterLotsByStatus(status: string): void {
this.lotStatusFilter = this.lotStatusFilter === status ? '' : status;
this.lotPageIndex = 0;
this.loadDisplayedLots();
}
onLotPageChange(event: PageEvent): void {
this.lotPageSize = event.pageSize;
this.lotPageIndex = event.pageIndex;
this.loadDisplayedLots();
}
private buildSummary(): void {
const map = new Map<string, { seriesCode: string; leavesPerBook: number; books: number; leaves: number }>();
for (const lot of this.allStockLots) {
// only stock that can actually be issued/transferred counts toward availability
if (lot.status !== 'AVAILABLE') {
continue;
}
const key = `${lot.seriesCode}|${lot.leavesPerBook}`;
const row = map.get(key) || { seriesCode: lot.seriesCode, leavesPerBook: lot.leavesPerBook, books: 0, leaves: 0 };
row.books += lot.remainingBooks || 0;
row.leaves += lot.remainingLeaves || 0;
map.set(key, row);
}
this.stockSummary = Array.from(map.values()).sort((a, b) => (a.leavesPerBook || 0) - (b.leavesPerBook || 0));
}
loadStockTransfers(): void {
this.chequeBookService
.getStockTransfers(
this.transferStatusFilter || undefined,
this.transferPageIndex * this.transferPageSize,
this.transferPageSize
)
.subscribe((res: any) => {
this.stockTransfers = res?.pageItems ?? [];
this.transferTotalRecords = Number(res?.totalFilteredRecords ?? 0);
});
}
filterTransfersByStatus(status: string): void {
this.transferStatusFilter = this.transferStatusFilter === status ? '' : status;
this.transferPageIndex = 0;
this.loadStockTransfers();
}
onTransferPageChange(event: PageEvent): void {
this.transferPageSize = event.pageSize;
this.transferPageIndex = event.pageIndex;
this.loadStockTransfers();
}
/** The series currently chosen in the receive form. */
get receiveSeries(): any {
return this.seriesList.find((s) => s.id === this.receiveForm.get('seriesId')?.value);
}
get receiveLeavesPerBook(): number {
return this.receiveSeries?.leavesPerBook || 0;
}
/** Leaves to receive = books x this series' book size. */
get receiveTotalLeaves(): number {
const books = Number(this.receiveForm.get('noOfBooks')?.value) || 0;
return books * this.receiveLeavesPerBook;
}
/** Derived — the last serial covered by this receipt, so the operator never types it. */
get receiveRangeEnd(): number | null {
const start = Number(this.receiveForm.get('rangeStart')?.value);
const leaves = this.receiveTotalLeaves;
if (!start || !leaves) {
return null;
}
return start + leaves - 1;
}
/**
* Next unused serial WITHIN this series, so a fresh receipt continues that series' own numbering —
* each series is numbered independently (a separate stationery order from the press), so a different
* series' stock is not relevant here.
*/
private nextFreeSerial(): number {
const seriesId = this.receiveForm.get('seriesId')?.value;
const maxEnd = this.allStockLots
.filter((l) => l.seriesId === seriesId)
.reduce((m, l) => Math.max(m, l.rangeEnd || 0), 0);
return maxEnd + 1;
}
onReceiveSeriesChange(): void {
// pre-fill a non-overlapping start; operator can still override
this.receiveForm.patchValue({ rangeStart: this.nextFreeSerial() });
}
private reloadLots(): void {
this.loadAllStockLotsForCalculations();
this.loadDisplayedLots();
}
submitReceive(): void {
if (this.receiveForm.invalid || this.busy || !this.receiveRangeEnd) {
return;
}
this.busy = true;
const raw = this.receiveForm.value;
const payload: any = {
seriesId: raw.seriesId,
officeId: raw.officeId,
rangeStart: raw.rangeStart,
rangeEnd: this.receiveRangeEnd,
locale: 'en'
};
if (raw.batchRef) payload.batchRef = raw.batchRef;
this.chequeBookService.receiveStock(payload).subscribe({
next: () => {
this.busy = false;
this.showReceiveForm = false;
this.receiveForm.reset({ noOfBooks: 1 });
this.notify('Submitted for approval — see Approvals > Cheque Book Requests');
this.reloadLots();
},
error: () => {
this.busy = false;
this.notify('Failed to receive stock — check the leaf range does not overlap existing stock', true);
}
});
}
openReportLost(lot: any): void {
this.dialog
.open(ReportLotLostDialogComponent, { data: lot, width: '520px' })
.afterClosed()
.subscribe((result: any) => {
if (result?.reported) {
this.reloadLots();
}
});
}
submitDispatch(): void {
if (this.dispatchForm.invalid || this.busy) {
return;
}
this.busy = true;
const raw = this.dispatchForm.value;
const payload = {
seriesId: raw.seriesId,
fromOfficeId: raw.fromOfficeId,
toOfficeId: raw.toOfficeId,
fromLotId: raw.fromLotId,
noOfLeaves: raw.noOfLeaves,
locale: 'en'
};
this.chequeBookService.dispatchStockTransfer(payload).subscribe({
next: () => {
this.busy = false;
this.showDispatchForm = false;
this.dispatchForm.reset();
this.notify('Stock transfer dispatched');
this.reloadLots();
this.loadStockTransfers();
},
error: () => {
this.busy = false;
this.notify('Failed to dispatch — check the lot has enough remaining leaves', true);
}
});
}
receiveTransfer(transfer: any): void {
this.chequeBookService.receiveStockTransfer(transfer.id).subscribe({
next: () => {
this.notify('Transfer receipt acknowledged');
this.reloadLots();
this.loadStockTransfers();
},
error: () => this.notify('Failed to acknowledge receipt', true)
});
}
rejectTransfer(transfer: any): void {
this.chequeBookService.rejectStockTransfer(transfer.id).subscribe({
next: () => {
this.notify('Transfer rejected');
this.loadStockTransfers();
},
error: () => this.notify('Failed to reject transfer', true)
});
}
}
+6
View File
@@ -359,6 +359,9 @@
<fa-icon icon="sync-alt" class="ni-ico"></fa-icon>Reconciliation
<fa-icon icon="caret-down" class="ni-caret"></fa-icon>
</a>
<a class="ni" tabindex="0" routerLink="/chequebook" *mifosxHasPermission="'MENU_CHEQUEBOOK'">
<fa-icon icon="book" class="ni-ico"></fa-icon>Cheque Book
</a>
<a class="ni" tabindex="0" [matMenuTriggerFor]="ckycMenu" *mifosxHasPermission="'MENU_CKYC_MGMT'">
<fa-icon icon="fingerprint" class="ni-ico"></fa-icon>CKYC Mgmt
<fa-icon icon="caret-down" class="ni-caret"></fa-icon>
@@ -495,6 +498,9 @@
<fa-icon icon="sync-alt" class="ni-ico"></fa-icon>Reconciliation
<fa-icon icon="caret-down" class="ni-caret"></fa-icon>
</a>
<a class="ni" tabindex="0" routerLink="/chequebook" *mifosxHasPermission="'MENU_CHEQUEBOOK'">
<fa-icon icon="book" class="ni-ico"></fa-icon>Cheque Book
</a>
<a class="ni" tabindex="0" [matMenuTriggerFor]="letterMgmtMenu" *mifosxHasPermission="'MENU_LETTER_MGMT'">
<fa-icon icon="envelope" class="ni-ico"></fa-icon>Documents Hub
<fa-icon icon="caret-down" class="ni-caret"></fa-icon>
@@ -234,6 +234,19 @@
<span class="text-muted">{{ 'labels.menus.Main Items' | translate }}</span>
</div>
<mat-list-item
[routerLink]="['/chequebook']"
[matTooltipPosition]="tooltipPosition"
matTooltip="{{ 'tooltips.Cheque Book Inventory' | translate }}"
routerLinkActive="active-menu"
[routerLinkActiveOptions]="{ exact: false }"
*mifosxHasPermission="'MENU_CHEQUEBOOK'"
>
<mat-icon matListIcon>
<fa-icon icon="book" size="sm"></fa-icon>
</mat-icon>
<a matLine>{{ 'labels.menus.Cheque Book Inventory' | translate }}</a>
</mat-list-item>
<mat-list-item
[routerLink]="['/rbi-circulars']"
[matTooltipPosition]="tooltipPosition"
+6 -2
View File
@@ -226,7 +226,9 @@ import {
faUsersCog,
faUserCog,
faServer,
faBox
faBox,
faBoxesStacked,
faMagnifyingGlass
} from '@fortawesome/free-solid-svg-icons';
/**
@@ -459,7 +461,9 @@ export class IconsModule {
faUsersCog,
faUserCog,
faServer,
faBox
faBox,
faBoxesStacked,
faMagnifyingGlass
);
}
}
@@ -0,0 +1,151 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="cv-tab-content wri-tab">
<!-- ── TITLE BAR ── -->
<div class="wri-action-bar">
<div class="wri-action-bar__left">
<mat-icon class="wri-action-bar__icon">receipt_long</mat-icon>
<div>
<div class="wri-action-bar__title">Cheque Book Requests</div>
<div class="wri-action-bar__sub">
Series, stock receipt and book requisitions awaiting a second user's approval.
</div>
</div>
</div>
</div>
<!-- ── FILTER BAR ── -->
<div class="wri-filter-bar">
<select class="wri-filter-select" [(ngModel)]="filterStatus" (change)="onFilterChange()">
@for (opt of statusOptions; track opt.value) {
<option [value]="opt.value">{{ opt.label }}</option>
}
</select>
<span class="wri-fb-sep"></span>
<div class="wri-presets">
@for (p of datePresets; track p.key) {
<button
type="button"
class="wri-preset-chip"
[class.wri-preset-chip--active]="activePreset === p.key"
(click)="applyPreset(p.key)"
>
{{ p.label }}
</button>
}
</div>
<span class="wri-fb-sep"></span>
<div class="wri-date-range">
<div class="wri-date-box">
<span class="wri-date-box__lbl">From</span>
<input
class="wri-date-box__input"
[matDatepicker]="fromPicker"
[(ngModel)]="fromDate"
[max]="maxDate"
(dateChange)="onFromDateChange()"
readonly
/>
<button type="button" class="wri-date-box__btn" (click)="fromPicker.open()">
<mat-icon>event</mat-icon>
</button>
<mat-datepicker #fromPicker></mat-datepicker>
</div>
<span class="wri-date-range__sep">—</span>
<div class="wri-date-box">
<span class="wri-date-box__lbl">To</span>
<input
class="wri-date-box__input"
[matDatepicker]="toPicker"
[(ngModel)]="toDate"
[min]="fromDate"
[max]="maxDate"
(dateChange)="onToDateChange()"
readonly
/>
<button type="button" class="wri-date-box__btn" (click)="toPicker.open()">
<mat-icon>event</mat-icon>
</button>
<mat-datepicker #toPicker></mat-datepicker>
</div>
</div>
<button type="button" class="wri-btn wri-btn--refresh" (click)="load()" [disabled]="loading">
<mat-icon>refresh</mat-icon>
</button>
</div>
<!-- ── TABLE ── -->
@if (loading) {
<div class="empty-state">
<p class="empty-title">Loading…</p>
</div>
} @else if (loaded && requests.length === 0) {
<div class="empty-state">
<i class="fas fa-inbox empty-icon"></i>
<p class="empty-title">No {{ filterStatus | lowercase }} requests</p>
<p class="empty-text">
@if (filterStatus === 'PENDING') {
There are no pending cheque book requests waiting for review.
} @else {
No {{ filterStatus | lowercase }} cheque book requests found for this date range.
}
</p>
</div>
} @else {
<div class="wri-table-wrap">
<table class="wri-table">
<thead>
<tr>
<th class="wri-th-id">Id</th>
<th>Type</th>
<th>Maker</th>
<th>Submitted At</th>
<th>Status</th>
<th class="wri-th-action">Action</th>
</tr>
</thead>
<tbody>
@for (r of requests; track r.id) {
<tr class="wri-row" (click)="review(r)">
<td class="cell-mono wri-voucher">#{{ r.id }}</td>
<td>
<span class="wri-credit-badge">{{ requestTypeLabels[r.requestType] || r.requestType }}</span>
</td>
<td>{{ r.makerName || r.makerUsername }}</td>
<td class="wri-dt">{{ formatDateTime(r.submittedOn) }}</td>
<td>
<span class="wri-status" [ngClass]="statusClass(r.status)">{{ r.status }}</span>
</td>
<td class="wri-action-cell" (click)="$event.stopPropagation()">
<button type="button" class="wri-btn wri-btn--review" (click)="review(r)">
<mat-icon>rate_review</mat-icon>
Review
</button>
</td>
</tr>
}
</tbody>
</table>
</div>
<mat-paginator
[length]="totalRecords"
[pageSize]="pageSize"
[pageSizeOptions]="pageSizeOptions"
[pageIndex]="pageIndex"
showFirstLastButtons
(page)="onPageChange($event)"
></mat-paginator>
}
</div>
@@ -0,0 +1,374 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
:host {
display: block;
}
.wri-tab {
padding: 0;
}
.wri-action-bar {
display: flex;
align-items: center;
padding: 14px 20px;
background: #fff;
border-bottom: 1px solid #e2e8f0;
&__left {
display: flex;
align-items: center;
gap: 12px;
}
&__icon {
font-size: 28px;
width: 28px;
height: 28px;
color: #0f4f3c;
}
&__title {
font-size: 15px;
font-weight: 700;
color: #0d1b2a;
}
&__sub {
font-size: 12px;
color: #64748b;
margin-top: 2px;
}
}
.wri-filter-bar {
display: flex;
align-items: center;
gap: 6px;
padding: 8px 20px;
background: #f8fafc;
border-bottom: 1px solid #e2e8f0;
flex-wrap: wrap;
}
.wri-fb-sep {
width: 1px;
height: 22px;
background: #e2e8f0;
flex-shrink: 0;
margin: 0 4px;
}
.wri-filter-select {
height: 34px;
min-width: 130px;
padding: 0 10px;
border: 1px solid #e2e8f0;
border-radius: 7px;
font-size: 13px;
color: #0d1b2a;
font-family: inherit;
background: #fff;
cursor: pointer;
&:focus {
outline: none;
border-color: #0f4f3c;
}
}
.wri-presets {
display: inline-flex;
gap: 4px;
align-items: center;
}
.wri-preset-chip {
height: 28px;
padding: 0 12px;
border-radius: 14px;
border: 1px solid #e2e8f0;
background: #fff;
font-size: 12px;
font-weight: 600;
font-family: inherit;
color: #475569;
cursor: pointer;
transition: all 0.15s;
white-space: nowrap;
&:hover {
border-color: #0f4f3c;
color: #0f4f3c;
background: #f0fdf4;
}
&--active {
background: #0f4f3c;
border-color: #0f4f3c;
color: #fff;
&:hover {
background: #0a3d2e;
}
}
}
.wri-date-range {
display: inline-flex;
align-items: center;
gap: 4px;
&__sep {
color: #94a3b8;
font-size: 16px;
font-weight: 300;
padding: 0 2px;
user-select: none;
}
}
.wri-date-box {
display: inline-flex;
align-items: center;
gap: 4px;
height: 34px;
padding: 0 6px 0 10px;
border: 1px solid #e2e8f0;
border-radius: 8px;
background: #fff;
transition: border-color 0.15s;
&:hover {
border-color: #cbd5e1;
}
&:focus-within {
border-color: #0f4f3c;
}
&__lbl {
font-size: 11px;
font-weight: 600;
color: #94a3b8;
white-space: nowrap;
user-select: none;
letter-spacing: 0.03em;
}
&__input {
border: none;
outline: none;
font-size: 13px;
width: 76px;
color: #0d1b2a;
font-family: inherit;
background: transparent;
cursor: pointer;
}
&__btn {
display: inline-flex;
align-items: center;
justify-content: center;
width: 22px;
height: 22px;
border: none;
background: none;
cursor: pointer;
color: #94a3b8;
padding: 0;
border-radius: 4px;
mat-icon {
font-size: 16px;
width: 16px;
height: 16px;
}
&:hover {
color: #0f4f3c;
background: #f0fdf4;
}
}
}
.wri-btn {
display: inline-flex;
align-items: center;
gap: 6px;
border-radius: 7px;
font-family: inherit;
font-weight: 600;
cursor: pointer;
border: 1px solid #e2e8f0;
transition: background 0.15s;
height: 32px;
padding: 0 12px;
font-size: 13px;
background: #fff;
color: #0d1b2a;
mat-icon {
font-size: 16px;
width: 16px;
height: 16px;
}
&:disabled {
opacity: 0.5;
cursor: not-allowed;
}
&--refresh {
padding: 0 8px;
color: #64748b;
&:hover:not(:disabled) {
background: #f1f5f9;
}
}
&--review {
background: #0f4f3c;
color: #fff;
border-color: #0f4f3c;
&:hover {
background: #0a3d2e;
}
}
}
.wri-table-wrap {
overflow-x: auto;
}
.wri-table {
width: 100%;
border-collapse: collapse;
font-size: 13px;
th,
td {
padding: 10px 14px;
text-align: left;
border-bottom: 1px solid #f1f5f9;
}
th {
font-size: 11px;
font-weight: 700;
color: #64748b;
text-transform: uppercase;
letter-spacing: 0.06em;
background: #f8fafc;
white-space: nowrap;
}
}
.wri-row {
cursor: pointer;
transition: background 0.1s;
&:hover td {
background: #f0fdf4;
}
}
.wri-th-id {
width: 60px;
}
.wri-th-action {
width: 110px;
text-align: center;
}
.wri-action-cell {
text-align: center;
}
.wri-dt {
font-size: 12px;
color: #64748b;
white-space: nowrap;
}
.wri-status {
display: inline-flex;
align-items: center;
padding: 2px 10px;
border-radius: 20px;
font-size: 11px;
font-weight: 700;
letter-spacing: 0.04em;
white-space: nowrap;
&--pending {
background: #fef3c7;
color: #92400e;
}
&--approved {
background: #dcfce7;
color: #166534;
}
&--rejected {
background: #fee2e2;
color: #991b1b;
}
}
.cell-mono {
font-family: 'Courier New', monospace;
font-size: 12px;
}
.wri-voucher {
font-weight: 700;
color: #1e40af;
letter-spacing: 0.06em;
}
.wri-credit-badge {
display: inline-flex;
align-items: center;
padding: 2px 8px;
border-radius: 12px;
background: #e0f2fe;
color: #0369a1;
font-size: 11px;
font-weight: 600;
}
.empty-state {
text-align: center;
padding: 48px 24px;
color: #94a3b8;
.empty-icon {
font-size: 40px;
color: #cbd5e1;
}
.empty-title {
font-size: 16px;
font-weight: 600;
color: #64748b;
margin: 12px 0 4px;
}
.empty-text {
font-size: 13px;
color: #94a3b8;
margin: 0;
}
}
@@ -0,0 +1,222 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Component, OnInit, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { MatIconModule } from '@angular/material/icon';
import { MatButtonModule } from '@angular/material/button';
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
import { MatDialog } from '@angular/material/dialog';
import { MatNativeDateModule } from '@angular/material/core';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatInputModule } from '@angular/material/input';
import { MatDatepickerModule } from '@angular/material/datepicker';
/** Custom Services */
import { ChequeBookService } from '../../../chequebook/chequebook.service';
import { SettingsService } from '../../../settings/settings.service';
/** Dialog Components */
import { ChequebookRequestDetailDialogComponent } from './request-detail-dialog/request-detail-dialog.component';
/**
* Bespoke maker-checker queue for cheque series / stock receipt / book requisition submissions — this
* CBS's own workflow (not Fineract's native command-approval engine, which bypasses maker-checker
* unconditionally for any role carrying ALL_FUNCTIONS, e.g. Super user). A DIFFERENT user than the maker
* must approve or reject each row here; the server enforces this even if the UI is bypassed.
*/
@Component({
selector: 'mifosx-chequebook-requests',
templateUrl: './chequebook-requests.component.html',
styleUrls: ['./chequebook-requests.component.scss'],
standalone: true,
imports: [
CommonModule,
FormsModule,
MatIconModule,
MatButtonModule,
MatPaginatorModule,
MatNativeDateModule,
MatFormFieldModule,
MatInputModule,
MatDatepickerModule
]
})
export class ChequebookRequestsComponent implements OnInit {
private chequeBookService = inject(ChequeBookService);
private settingsService = inject(SettingsService);
private dialog = inject(MatDialog);
requests: any[] = [];
totalRecords = 0;
pageSize = 10;
pageIndex = 0;
pageSizeOptions = [
10,
20,
50
];
filterStatus = 'PENDING';
fromDate: Date | null = null;
toDate: Date | null = null;
maxDate!: Date;
activePreset = 'all';
loading = false;
loaded = false;
readonly datePresets = [
{ key: 'today', label: 'Today' },
{ key: 'week', label: 'This Week' },
{ key: 'month', label: 'This Month' },
{ key: 'all', label: 'All' }
];
get statusOptions(): { value: string; label: string }[] {
return [
{ value: 'PENDING', label: 'Pending' },
{ value: 'APPROVED', label: 'Approved' },
{ value: 'REJECTED', label: 'Rejected' }
];
}
readonly requestTypeLabels: Record<string, string> = {
CREATE_SERIES: 'Add Cheque Series',
RECEIVE_STOCK: 'Receive Stock',
REQUEST_BOOK: 'Request Cheque Book',
DELETE_SERIES: 'Delete/Deactivate Cheque Series'
};
ngOnInit(): void {
const today = new Date(this.settingsService.businessDate);
today.setHours(0, 0, 0, 0);
this.maxDate = today;
this.applyPreset('all');
}
load(): void {
this.loading = true;
this.chequeBookService
.getPendingRequests(
this.filterStatus || undefined,
this.isoDate(this.fromDate),
this.isoDate(this.toDate),
this.pageIndex * this.pageSize,
this.pageSize
)
.subscribe({
next: (res: any) => {
this.requests = res?.pageItems ?? [];
this.totalRecords = Number(res?.totalFilteredRecords ?? 0);
this.loading = false;
this.loaded = true;
},
error: () => {
this.requests = [];
this.totalRecords = 0;
this.loading = false;
this.loaded = true;
}
});
}
private isoDate(d: Date | null): string | undefined {
if (!d) return undefined;
const y = d.getFullYear();
const m = String(d.getMonth() + 1).padStart(2, '0');
const day = String(d.getDate()).padStart(2, '0');
return `${y}-${m}-${day}`;
}
onPageChange(event: PageEvent): void {
this.pageSize = event.pageSize;
this.pageIndex = event.pageIndex;
this.load();
}
onFilterChange(): void {
this.pageIndex = 0;
this.load();
}
onFromDateChange(): void {
this.activePreset = '';
if (this.fromDate && this.toDate && this.fromDate > this.toDate) {
this.toDate = new Date(this.fromDate);
}
this.pageIndex = 0;
this.load();
}
onToDateChange(): void {
this.activePreset = '';
this.pageIndex = 0;
this.load();
}
applyPreset(key: string): void {
this.activePreset = key;
const today = new Date(this.settingsService.businessDate);
today.setHours(0, 0, 0, 0);
if (key === 'today') {
this.fromDate = new Date(today);
this.toDate = new Date(today);
} else if (key === 'week') {
const start = new Date(today);
start.setDate(today.getDate() - today.getDay());
this.fromDate = start;
this.toDate = new Date(today);
} else if (key === 'month') {
this.fromDate = new Date(today.getFullYear(), today.getMonth(), 1);
this.toDate = new Date(today);
} else {
this.fromDate = null;
this.toDate = null;
}
this.pageIndex = 0;
this.load();
}
review(request: any): void {
this.dialog
.open(ChequebookRequestDetailDialogComponent, { data: request, width: '640px' })
.afterClosed()
.subscribe((result: any) => {
if (result?.actioned) {
this.load();
}
});
}
statusClass(status: string): string {
const map: Record<string, string> = {
PENDING: 'wri-status--pending',
APPROVED: 'wri-status--approved',
REJECTED: 'wri-status--rejected'
};
return map[status] ?? '';
}
formatDateTime(val: any): string {
if (!val) return '—';
try {
const d = new Date(val);
return d.toLocaleString('en-IN', {
day: '2-digit',
month: 'short',
year: 'numeric',
hour: '2-digit',
minute: '2-digit'
});
} catch {
return String(val);
}
}
}
@@ -0,0 +1,73 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div mat-dialog-title class="rdd-title">
<span class="rdd-id">#{{ data.id }}</span>
<span class="rdd-type-badge">{{ requestTypeLabels[data.requestType] || data.requestType }}</span>
<span class="rdd-spacer"></span>
<span class="rdd-maker">{{ data.makerName || data.makerUsername }}</span>
<span class="rdd-date">{{ formatDateTime(data.submittedOn) }}</span>
<span class="rdd-status" [ngClass]="'rdd-status--' + data.status.toLowerCase()">{{ data.status }}</span>
<button mat-raised-button color="primary" mat-dialog-close class="rdd-close-btn">
<mat-icon>expand_less</mat-icon>
Close
</button>
</div>
<div mat-dialog-content class="rdd-content">
<div class="rdd-payload">
@for (f of payloadEntries; track f.label) {
<div class="rdd-field">
<span class="k">{{ f.label }}</span>
<span>{{ f.value }}</span>
</div>
}
</div>
@if (data.status === 'REJECTED' && data.rejectionReason) {
<div class="rdd-reject-reason">
<span class="k">Rejection Reason</span>
<span>{{ data.rejectionReason }}</span>
</div>
}
@if (activityEntries.length > 0) {
<div class="rdd-activity">
<div class="k">Activity Log</div>
@for (a of activityEntries; track a.timestamp) {
<div class="rdd-activity-entry">
<span class="rdd-activity-action">{{ a.action }}</span>
<span class="rdd-activity-user">{{ a.user }}</span>
<span class="rdd-activity-time">{{ formatDateTime(a.timestamp) }}</span>
@if (a.note) {
<span class="rdd-activity-note">— {{ a.note }}</span>
}
</div>
}
</div>
}
</div>
@if (data.status === 'PENDING') {
<div mat-dialog-actions class="rdd-actions">
<button mat-raised-button color="primary" [disabled]="busy" (click)="approve()">Approve</button>
<button mat-stroked-button color="warn" [disabled]="busy" (click)="startReject()">Reject</button>
</div>
@if (rejecting) {
<form class="rdd-reject-form" [formGroup]="rejectForm" (ngSubmit)="submitReject()">
<mat-form-field appearance="fill">
<mat-label>Rejection Reason</mat-label>
<input matInput formControlName="reason" required />
</mat-form-field>
<button mat-raised-button color="warn" type="submit" [disabled]="rejectForm.invalid || busy">
Confirm Reject
</button>
</form>
}
}
@@ -0,0 +1,178 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.rdd-title {
display: flex;
align-items: center;
gap: 14px;
flex-wrap: wrap;
margin: 0 !important;
}
.rdd-id {
font-weight: 700;
color: #1e40af;
}
.rdd-type-badge {
display: inline-flex;
align-items: center;
padding: 3px 10px;
border-radius: 12px;
background: #e0f2fe;
color: #0369a1;
font-size: 12px;
font-weight: 700;
}
.rdd-spacer {
flex: 1;
}
.rdd-maker {
font-size: 14px;
color: #0d1b2a;
}
.rdd-date {
font-size: 12px;
color: #64748b;
}
.rdd-status {
display: inline-flex;
align-items: center;
padding: 3px 12px;
border-radius: 20px;
font-size: 11px;
font-weight: 700;
letter-spacing: 0.04em;
white-space: nowrap;
&--pending {
background: #fef3c7;
color: #92400e;
}
&--approved {
background: #dcfce7;
color: #166534;
}
&--rejected {
background: #fee2e2;
color: #991b1b;
}
}
.rdd-close-btn {
background: #0f4f3c !important;
color: #fff !important;
mat-icon {
font-size: 18px;
width: 18px;
height: 18px;
margin-right: 2px;
}
}
.rdd-content {
min-width: 560px;
padding-top: 8px !important;
}
.rdd-payload {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(180px, 1fr));
gap: 14px 24px;
.rdd-field {
display: flex;
flex-direction: column;
}
.k {
font-size: 0.7rem;
text-transform: uppercase;
color: #94a3b8;
letter-spacing: 0.04em;
}
}
.rdd-reject-reason {
display: flex;
flex-direction: column;
margin-top: 16px;
.k {
font-size: 0.7rem;
text-transform: uppercase;
color: #94a3b8;
letter-spacing: 0.04em;
}
}
.rdd-activity {
margin-top: 20px;
.k {
font-size: 0.7rem;
text-transform: uppercase;
color: #94a3b8;
letter-spacing: 0.04em;
margin-bottom: 8px;
}
}
.rdd-activity-entry {
display: flex;
gap: 10px;
font-size: 0.85rem;
padding: 5px 0;
border-bottom: 1px dashed #e2e8f0;
&:last-child {
border-bottom: none;
}
}
.rdd-activity-action {
font-weight: 600;
color: #0d1b2a;
}
.rdd-activity-user {
color: #64748b;
}
.rdd-activity-time {
color: #94a3b8;
}
.rdd-activity-note {
color: #64748b;
font-style: italic;
}
.rdd-actions {
display: flex;
gap: 12px;
}
.rdd-reject-form {
display: flex;
align-items: center;
gap: 12px;
padding: 0 24px 16px;
mat-form-field {
flex: 1;
max-width: 360px;
}
}
@@ -0,0 +1,170 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Component, inject } from '@angular/core';
import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
import {
MatDialogRef,
MAT_DIALOG_DATA,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose
} from '@angular/material/dialog';
import { CdkScrollable } from '@angular/cdk/scrolling';
import { MatIconModule } from '@angular/material/icon';
import { MatButtonModule } from '@angular/material/button';
import { MatSnackBar } from '@angular/material/snack-bar';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/** Custom Services */
import { ChequeBookService } from '../../../../chequebook/chequebook.service';
/** Popup shown when a Cheque Book Request row's "Review" button is clicked. */
@Component({
selector: 'mifosx-chequebook-request-detail-dialog',
templateUrl: './request-detail-dialog.component.html',
styleUrls: ['./request-detail-dialog.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatDialogTitle,
CdkScrollable,
MatDialogContent,
MatDialogActions,
MatDialogClose,
MatIconModule,
MatButtonModule
]
})
export class ChequebookRequestDetailDialogComponent {
dialogRef = inject<MatDialogRef<ChequebookRequestDetailDialogComponent>>(MatDialogRef);
data = inject(MAT_DIALOG_DATA);
private chequeBookService = inject(ChequeBookService);
private snackBar = inject(MatSnackBar);
private formBuilder = inject(UntypedFormBuilder);
private notify(message: string, isError = false): void {
this.snackBar.open(message, 'Dismiss', { duration: isError ? 6000 : 3000 });
}
busy = false;
rejecting = false;
rejectForm: UntypedFormGroup;
readonly requestTypeLabels: Record<string, string> = {
CREATE_SERIES: 'Add Cheque Series',
RECEIVE_STOCK: 'Receive Stock',
REQUEST_BOOK: 'Request Cheque Book',
DELETE_SERIES: 'Delete/Deactivate Cheque Series'
};
readonly fieldLabels: Record<string, string> = {
seriesCode: 'Series Code',
name: 'Name',
leavesPerBook: 'Leaves Per Book',
applicableAccountType: 'Applicable Account Type',
ctsCompliant: 'CTS-2010 Compliant',
reorderLevel: 'Reorder Level',
seriesId: 'Series',
officeId: 'Office',
rangeStart: 'Range Start',
rangeEnd: 'Range End',
batchRef: 'Batch Reference',
accountType: 'Account Type',
accountId: 'Account',
noOfBooks: 'Number of Books'
};
constructor() {
this.rejectForm = this.formBuilder.group({
reason: [
'',
Validators.required
]
});
}
get payloadEntries(): { label: string; value: any }[] {
try {
const payload = JSON.parse(this.data.payloadJson || '{}');
return Object.keys(payload)
.filter(
(key) => ![
'locale',
'dateFormat'
].includes(key)
)
.map((key) => ({ label: this.fieldLabels[key] || key, value: payload[key] }));
} catch {
return [];
}
}
get activityEntries(): { timestamp: string; action: string; user: string; note?: string }[] {
try {
return JSON.parse(this.data.activityLog || '[]');
} catch {
return [];
}
}
approve(): void {
if (this.busy) return;
this.busy = true;
this.chequeBookService.approvePendingRequest(this.data.id).subscribe({
next: () => {
this.busy = false;
this.notify('Request approved');
this.dialogRef.close({ actioned: true });
},
error: (err) => {
this.busy = false;
this.notify(err?.error?.defaultUserMessage || 'Approve failed', true);
}
});
}
startReject(): void {
this.rejecting = !this.rejecting;
this.rejectForm.reset();
}
submitReject(): void {
if (this.rejectForm.invalid || this.busy) return;
this.busy = true;
const payload = { reason: this.rejectForm.value.reason, locale: 'en' };
this.chequeBookService.rejectPendingRequest(this.data.id, payload).subscribe({
next: () => {
this.busy = false;
this.notify('Request rejected');
this.dialogRef.close({ actioned: true });
},
error: (err) => {
this.busy = false;
this.notify(err?.error?.defaultUserMessage || 'Reject failed', true);
}
});
}
formatDateTime(val: any): string {
if (!val) return '—';
try {
const d = new Date(val);
return d.toLocaleString('en-IN', {
day: '2-digit',
month: 'short',
year: 'numeric',
hour: '2-digit',
minute: '2-digit'
});
} catch {
return String(val);
}
}
}
@@ -166,6 +166,18 @@
<fa-icon icon="money-bill-wave" class="ac-tab__ic"></fa-icon>
<span>Disbursement & Transfers</span>
</a>
<a
mat-tab-link
class="ac-tab"
[routerLink]="['./chequebook-requests']"
routerLinkActive
#chequebookRequests="routerLinkActive"
[active]="chequebookRequests.isActive"
*mifosxHasPermission="'READ_CHEQUEBOOKPENDINGREQUEST'"
>
<fa-icon icon="money-check" class="ac-tab__ic"></fa-icon>
<span>Cheque Book Requests</span>
</a>
</nav>
<mat-tab-nav-panel #tabPanel>
+6
View File
@@ -27,6 +27,7 @@ import { PendingAccountComponent } from './checker-inbox-and-tasks-tabs/pending-
import { RejectedAccountComponent } from './checker-inbox-and-tasks-tabs/rejected-account/rejected-account.component';
import { TerminatedAccountComponent } from './checker-inbox-and-tasks-tabs/terminated-account/terminated-account.component';
import { PendingSavingsProductsComponent } from './checker-inbox-and-tasks-tabs/pending-savings-products/pending-savings-products.component';
import { ChequebookRequestsComponent } from './checker-inbox-and-tasks-tabs/chequebook-requests/chequebook-requests.component';
import { ViewCheckerInboxComponent } from './view-checker-inbox/view-checker-inbox.component';
/** Custom Resolvers */
@@ -139,6 +140,11 @@ const routes: Routes = [
path: 'disbursement-requests',
component: DisbursementRequestsComponent,
data: { title: 'Disbursement Requests' }
},
{
path: 'chequebook-requests',
component: ChequebookRequestsComponent,
data: { title: 'Cheque Book Requests' }
}
]
},
+81
View File
@@ -351,6 +351,17 @@
"buttons": {
"Accept Transfer": "Accept Transfer",
"Actions": "Actions",
"Add Cheque Series": "Add Cheque Series",
"Receive Stock": "Receive Stock",
"Report Lost": "Report Lost",
"Dispatch Transfer": "Dispatch Transfer",
"Receive": "Receive",
"Request Cheque Book": "Request Cheque Book",
"Issue": "Issue",
"Stop Payment": "Stop Payment",
"Revoke Stop Payment": "Revoke Stop Payment",
"Cancel Leaf": "Cancel Leaf",
"Mark as Used": "Mark as Used",
"Activate": "Activate",
"Activate Self Service User": "Activate Self Service User",
"Add": "Add",
@@ -1462,6 +1473,58 @@
"inputs": {
"# Remittance": "# Remittance",
"# Senders": "# Senders",
"Client": "Client",
"Series": "Series",
"Detail": "Detail",
"Cheque Series": "Cheque Series",
"Series Code": "Series Code",
"Leaves Per Book": "Leaves Per Book",
"Reorder Level": "Reorder Level",
"CTS-2010 Compliant": "CTS-2010 Compliant",
"Applicable Account Type": "Applicable Account Type",
"Both (Savings + Current)": "Both (Savings + Current)",
"Savings Only": "Savings Only",
"Current Only": "Current Only",
"Cheque Stock": "Cheque Stock",
"Stock Lots": "Stock Lots",
"Stock Transfers": "Stock Transfers",
"Range Start": "Range Start",
"Range End": "Range End",
"Batch / PO Reference": "Batch / PO Reference",
"Leaf Range": "Leaf Range",
"Remaining Range": "Remaining Range",
"Remaining": "Remaining",
"books": "books",
"leaf": "leaf",
"leaves": "leaves",
"Available Stock by Book Size": "Available Stock by Book Size",
"From Office": "From Office",
"From Lot Id": "From Lot Id",
"No of Leaves": "No of Leaves",
"Dispatch Date": "Dispatch Date",
"Cheque Books": "Cheque Books",
"Account Id": "Account Id",
"No of Leaves Requested": "No of Leaves Requested",
"Number of Books": "Number of Books",
"Quantity": "Quantity",
"Requested": "Requested",
"books available": "books available",
"Leaves": "Leaves",
"Requested Date": "Requested Date",
"Savings": "Savings",
"Current": "Current",
"Cheque Book": "Cheque Book",
"From Leaf Seq": "From Leaf Seq",
"To Leaf Seq": "To Leaf Seq",
"Seq No": "Seq No",
"Serial No": "Serial No",
"Leaf Lookup": "Leaf Lookup",
"Cheque Leaf Serial No": "Cheque Leaf Serial No",
"Stop Reason": "Stop Reason",
"Lost Reason": "Lost Reason",
"Cancelled Reason": "Cancelled Reason",
"Used Reason": "Used Reason",
"Issue Date": "Issue Date",
"ACCOUNTING": "ACCOUNTING",
"ADDRESS": "ADDRESS",
"Aadhaar Number": "Aadhaar Number",
@@ -3104,6 +3167,7 @@
"Modify Application": "Modify Application",
"More": "More",
"Analytics": "Analytics",
"Cheque Book Inventory": "Cheque Book Inventory",
"RBI Circulars": "RBI Circulars & Notifications",
"CFCFRMS": "CFCFRMS",
"CFCFRMS Dashboard": "CFCFRMS Dashboard",
@@ -3236,6 +3300,22 @@
},
"text": {
"A": "A",
"No records to display": "No records to display",
"Low-stock alert threshold (remaining leaves)": "Low-stock alert threshold (remaining leaves)",
"Low Stock": "Low Stock",
"Only a suffix of the remaining undrawn range can be reported": "Only a suffix of the remaining undrawn range can be reported",
"The stock-lot id to draw the transfer from (see Stock Lots tab)": "The stock-lot id to draw the transfer from (see Stock Lots tab)",
"Leave blank for the whole book": "Leave blank for the whole book",
"Optional — e.g. cleared per bank statement dated ...": "Optional — e.g. cleared per bank statement dated ...",
"This leaf was never issued to a customer — reported lost/stolen from stock.": "This leaf was never issued to a customer — reported lost/stolen from stock.",
"More than one series has a leaf with this serial number — check the series code against the physical cheque.": "More than one series has a leaf with this serial number — check the series code against the physical cheque.",
"SB and CA cheque stationery differ": "SB and CA cheque stationery differ — pick which scheme this series is for",
"Only series applicable to this account type are shown": "Only series applicable to this account type are shown",
"Leaves handed over = books x the series book size": "Leaves handed over = books × the series book size",
"Auto-suggested to avoid overlap; editable": "Auto-suggested to avoid overlap; editable",
"Calculated from books x book size": "Calculated from books × book size",
"Searching...": "Searching...",
"Type at least 4 digits of the account number": "Type at least 4 digits of the account number",
"Ability to manage holidays for individual offices": "The ability to manage holidays for individual offices is a very useful tool for an organization spanning multiple locations.Use this option to customize holidays for each office of your organization.",
"About Us": "About Us",
"Account Detail": "Account Detail",
@@ -4407,6 +4487,7 @@
"Add": "Add",
"Add Filters": "Add Filters",
"Analytics": "Analytics Dashboard (Apache Superset)",
"Cheque Book Inventory": "Cheque Book Inventory — stock, issuance, stop-payment, hotlisting",
"RBI Circulars": "RBI Circulars & Notifications",
"CFCFRMS Dashboard": "CFCFRMS Cyber Fraud Complaint Dashboard",
"Complaints": "Complaint Ticket Management",