feat: cashier denomination-wise opening & closing balance panels in all deposit/withdrawal forms
OVERVIEW
--------
Added real-time cashier cash position display inside the denomination breakdown
panel of all 4 transaction entry screens: Savings, Current Account, Recurring
Deposit, and Fixed Deposit. Shows opening balance at the top and projected
closing balance at the bottom after factoring in the current transaction.
BACKEND INTEGRATION
-------------------
- New CashierService (src/app/cashier/cashier.service.ts)
getCashierPositionForMe(asOfDate?) calls GET /cashreports/cashier-position/me
Returns denomination-wise opening cash position for the logged-in cashier user.
Non-cashier users receive empty denominations array; UI hides panels silently.
OPENING BALANCE CARD (top of denomination panel)
-------------------------------------------------
- Loaded on ngOnInit() via loadOpeningPosition() in all 4 component .ts files
- Notes and Coins displayed in separate labeled pill sections
- Each pill shows: Rs{value} x{count} format
- Card is hidden entirely if the logged-in user is not a cashier
CLOSING BALANCE CARD (below tally / Apply button)
--------------------------------------------------
- Computed getter closingDenoms() merges opening position with entered denominations
deposit: closingCount = openCount + enteredCount
withdrawal: closingCount = openCount - enteredCount
- Notes and Coins in separate labeled pill sections (identical format to opening)
- Entered/changed denominations (delta != 0): full opacity + bold font weight
- Untouched denominations (delta = 0): 38% opacity, clearly dimmed, no borders
- closingTotal = openingTotal +/- denominationTotal shown in card header
- Card turns green for positive closing balance, red for negative
COMPONENTS UPDATED
------------------
- savings-account-transactions (.ts / .html / .scss)
- current-account-transactions (.ts / .html / .scss)
- deposit-recurring-deposits-account (.ts / .html / .scss)
- fixed-deposits-cash-transaction (.ts / .html / .scss)
CASHIER MODULE (new - src/app/cashier/)
-----------------------------------------
Full cashier workspace module added to the app:
- cashier.service.ts API calls (position, transfers, settlement, etc.)
- cashier.module.ts Angular module declaration
- cashier-routing.module.ts Lazy-loaded routes
- cashier-position/ Cashier cash position dashboard
- cash-exchange-entry/ Cash exchange denomination entry
- cash-history/ Transaction history per cashier
- cash-settlement/ End-of-day cash settlement
- cash-transfer/ Vault-to-cashier cash transfer
- inter-cashier-transfer/ Transfer between cashier drawers
- reconciliation/ Cash reconciliation with GL
- closing-cash-report/ Closing balance report
- currency-exchange-detail/ Currency exchange breakdown
- excess-transaction-report/ Excess/short transaction report
Module wired into app.module.ts and shell nav (shell.component.html).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
co-authored by
Claude Sonnet 4.6
parent
555d9fb4b7
commit
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<!--
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Copyright since 2025 Mifos Initiative
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This Source Code Form is subject to the terms of the Mozilla Public
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License, v. 2.0. If a copy of the MPL was not distributed with this
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file, You can obtain one at http://mozilla.org/MPL/2.0/.
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-->
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<div class="pg">
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<header class="pg-head">
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<div>
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<div class="pg-eyebrow">CASHIER · CASH TRANSFER</div>
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<h1 class="pg-title">Cash Transfer</h1>
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<p class="pg-sub">Move cash denomination-wise from one party to another (e.g. Vault → Cashier for opening).</p>
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</div>
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<button type="button" class="pg-btn pg-btn--ghost" (click)="clear()"><mat-icon>undo</mat-icon> Clear</button>
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</header>
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<div class="pg-toolbar pg-toolbar--mat">
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<mat-form-field appearance="outline" subscriptSizing="dynamic">
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<mat-label>From (Teller / Head)</mat-label>
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<mat-select [value]="fromTellerId" (selectionChange)="onTellerSelect($event.value)">
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@for (t of tellers; track t.id) {
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<mat-option [value]="t.id">{{ t.name }}</mat-option>
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}
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@if (tellers.length === 0) {
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<mat-option [value]="null" disabled>No tellers configured</mat-option>
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}
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</mat-select>
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</mat-form-field>
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<mat-form-field appearance="outline" subscriptSizing="dynamic">
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<mat-label>To (Cashier)</mat-label>
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<mat-select [value]="toCashierId" (selectionChange)="onCashierSelect($event.value)" [disabled]="!fromTellerId">
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@for (c of cashiers; track c.id) {
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<mat-option [value]="c.id">{{ c.label }}</mat-option>
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}
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@if (fromTellerId && cashiers.length === 0 && !loadingCashiers) {
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<mat-option [value]="null" disabled>No cashiers for this teller</mat-option>
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}
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</mat-select>
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</mat-form-field>
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<mat-form-field appearance="outline" subscriptSizing="dynamic">
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<mat-label>Date</mat-label>
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<input matInput type="date" [value]="transferDate" (change)="transferDate = $any($event.target).value" />
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</mat-form-field>
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<mat-form-field appearance="outline" subscriptSizing="dynamic" class="pg-note-field">
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<mat-label>Note</mat-label>
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<input matInput type="text" [value]="note" (input)="note = $any($event.target).value" placeholder="Optional" />
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</mat-form-field>
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</div>
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<div class="pg-card">
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<table class="pg-table">
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<thead>
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<tr>
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<th>Denomination</th>
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<th style="text-align: center">Count</th>
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<th class="num">Amount</th>
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</tr>
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</thead>
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<tbody>
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@if (notes.length) {
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<tr class="pg-section">
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<td colspan="3">Bank Notes</td>
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</tr>
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}
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@for (d of notes; track d.id) {
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<tr>
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<td>
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<span class="pg-chip">{{ d.label }}</span>
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</td>
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<td style="display: flex; justify-content: center">
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<div class="pg-step">
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<button type="button" (click)="bump(d, -1)" [disabled]="countFor(d) === 0">−</button>
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<input type="number" min="0" [value]="countFor(d)" (input)="onChange(d, $any($event.target).value)" />
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<button type="button" (click)="bump(d, 1)">+</button>
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</div>
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</td>
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<td class="num">₹{{ subtotal(d) | number: '1.2-2' }}</td>
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</tr>
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}
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@if (coins.length) {
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<tr class="pg-section">
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<td colspan="3">Coins</td>
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</tr>
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}
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@for (d of coins; track d.id) {
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<tr>
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<td>
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<span class="pg-chip pg-chip--coin">{{ d.label }}</span>
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</td>
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<td style="display: flex; justify-content: center">
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<div class="pg-step">
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<button type="button" (click)="bump(d, -1)" [disabled]="countFor(d) === 0">−</button>
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<input type="number" min="0" [value]="countFor(d)" (input)="onChange(d, $any($event.target).value)" />
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<button type="button" (click)="bump(d, 1)">+</button>
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</div>
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</td>
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<td class="num">₹{{ subtotal(d) | number: '1.2-2' }}</td>
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</tr>
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}
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@if (denoms.length === 0) {
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<tr>
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<td colspan="3" class="pg-empty">No active denominations. Add some in Cash Denomination.</td>
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</tr>
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}
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</tbody>
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</table>
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</div>
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<div class="pg-total-bar">
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Total to transfer: <strong>₹{{ total | number: '1.2-2' }}</strong>
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<button type="button" class="pg-btn pg-btn--primary" [disabled]="!valid || saving" (click)="submit()">
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<mat-icon>swap_horiz</mat-icon> Record Transfer
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</button>
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</div>
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</div>
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