feat: implement share account actions, view components, and pending checker tasks
This commit is contained in:
@@ -0,0 +1,34 @@
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/**
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* Copyright since 2025 Mifos Initiative
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*
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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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/**
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* Which of an account's `purchasedShares` rows belong in a record of money that has moved.
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*
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* `purchasedShares` is not a transaction list — it is every row in `m_share_account_transactions`,
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* which is also where a request *awaiting* approval is parked. A first application and an
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* additional-share request are stored identically: same table, same APPLIED status, differing only
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* in when they were raised. So a single predicate covers both, and neither needs special-casing.
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*
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* Excluded:
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*
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* - **Charge payments** — a fee, not a share movement; the Charges tab is where those belong.
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* - **Applied (pending approval)** — nobody has approved it and, on the additional-share route, the
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* money is still sitting in Share Sundry. Listing it as a transaction reads as though the member
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* has paid and holds the shares when they hold neither. Pending requests appear under Approve
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* Additional Shares, which is the view that exists to act on them.
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* - **Rejected** — a request that was refused never became a movement.
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*/
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export function isSettledShareTransaction(transaction: any): boolean {
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const type = transaction?.type?.value;
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const statusCode = transaction?.status?.code;
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if (type === 'Charge Payment') {
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return false;
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}
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return statusCode !== 'purchasedSharesStatusType.applied' && statusCode !== 'purchasedSharesStatusType.rejected';
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}
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+2
-1
@@ -70,8 +70,9 @@ export class ActivateSharesAccountComponent implements OnInit {
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*/
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createActivateSharesAccountForm() {
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this.activateSharesAccountForm = this.formBuilder.group({
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// Opens on the business date; see the note in ApproveSharesAccountComponent.
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activatedDate: [
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'',
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this.settingsService.businessDate,
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Validators.required
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]
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});
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@@ -31,9 +31,42 @@
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}
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</mat-form-field>
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<!-- The board resolution authorising this tranche. Its own meeting and number, not the
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one the account was opened under, so it is captured per purchase. -->
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<mat-form-field>
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<mat-label>{{ 'labels.inputs.Resolution Number' | translate }}</mat-label>
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<input matInput required formControlName="resolutionNumber" />
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@if (applySharesForm.controls.resolutionNumber.hasError('required')) {
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<mat-error>
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{{ 'labels.inputs.Resolution Number' | translate }} {{ 'labels.commons.is' | translate }}
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<strong>{{ 'labels.commons.required' | translate }}</strong>
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</mat-error>
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}
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</mat-form-field>
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<mat-form-field (click)="resolutionDatePicker.open()">
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<mat-label>{{ 'labels.inputs.Resolution Date' | translate }}</mat-label>
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<input
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matInput
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[min]="minDate"
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[max]="maxDate"
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[matDatepicker]="resolutionDatePicker"
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required
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formControlName="resolutionDate"
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/>
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<mat-datepicker-toggle matSuffix [for]="resolutionDatePicker"></mat-datepicker-toggle>
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<mat-datepicker #resolutionDatePicker></mat-datepicker>
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@if (applySharesForm.controls.resolutionDate.hasError('required')) {
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<mat-error>
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{{ 'labels.inputs.Resolution Date' | translate }} {{ 'labels.commons.is' | translate }}
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<strong>{{ 'labels.commons.required' | translate }}</strong>
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</mat-error>
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}
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</mat-form-field>
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<mat-form-field>
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<mat-label>{{ 'labels.inputs.Total No. of Shares' | translate }}</mat-label>
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<input matInput required formControlName="requestedShares" />
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<input matInput type="number" min="1" required formControlName="requestedShares" />
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@if (applySharesForm.controls.requestedShares.hasError('required')) {
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<mat-error>
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{{ 'labels.inputs.Requested Shares' | translate }} {{ 'labels.commons.is' | translate }}
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@@ -44,8 +77,194 @@
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<mat-form-field>
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<mat-label>{{ 'labels.inputs.Current Price' | translate }}</mat-label>
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<input matInput required formControlName="unitPrice" />
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<input matInput formControlName="unitPrice" />
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</mat-form-field>
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<!-- Shares x price, computed rather than entered, so the value posted to the GL is the
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value the clerk read back to the member. -->
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<mat-form-field>
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<mat-label>{{ 'labels.inputs.Amount' | translate }}</mat-label>
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<input matInput formControlName="amount" />
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<mat-hint
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>{{ 'labels.inputs.Total No. of Shares' | translate }} ×
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{{ 'labels.inputs.Current Price' | translate }}</mat-hint
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>
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</mat-form-field>
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<!-- Where the money comes from. Both routes land in Share Sundry, and approval is what
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moves it out to share capital. -->
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<div class="payment-mode">
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<div class="payment-mode-label">{{ 'labels.inputs.Payment Option' | translate }}</div>
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<mat-radio-group formControlName="paymentMode" class="payment-mode-options">
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<mat-radio-button value="CASH">Apply Collection (Cash)</mat-radio-button>
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<mat-radio-button value="SAVINGS">Debit from Savings</mat-radio-button>
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</mat-radio-group>
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</div>
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@if (paymentMode === 'CASH') {
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<div class="funding-panel">
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<p class="funding-intro">
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The member has already paid at the counter. Tick the receipts that make up this payment, or enter a
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voucher number to find one — tick more than one where they paid in instalments. The cash is sitting in
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Share Sundry against them, and approving this request moves it into share capital.
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</p>
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<div class="voucher-lookup">
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<input
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#voucherInput
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type="text"
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class="voucher-input"
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placeholder="Voucher no. (e.g. 000123)"
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[disabled]="lookingUpVoucher || submitting"
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(keyup.enter)="lookupVoucher(voucherInput.value)"
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/>
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<button
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mat-stroked-button
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type="button"
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[disabled]="!voucherInput.value.trim() || lookingUpVoucher || submitting"
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(click)="lookupVoucher(voucherInput.value)"
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>
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{{ lookingUpVoucher ? 'Finding…' : 'Find' }}
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</button>
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</div>
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@if (voucherError) {
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<div class="alert-error">
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<mat-icon>error_outline</mat-icon>
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<span>{{ voucherError }}</span>
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</div>
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}
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@if (loadingVouchers) {
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<div class="funding-loading">
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<mat-spinner diameter="24"></mat-spinner>
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<span>Loading the member's receipts…</span>
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</div>
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} @else if (vouchers.length === 0) {
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<div class="funding-empty">
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<mat-icon>info_outline</mat-icon>
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<div>
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<b>No unapplied receipt for this member.</b>
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<div class="funding-empty-hint">
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Collect the cash first from Cashier › Transaction Entry as a deposit to the Share Sundry
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GL. Once it is approved, the voucher appears here.
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</div>
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</div>
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</div>
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} @else {
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<!-- Checkboxes, not radios: a member paying in instalments has several receipts
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against one request, and they fund it together. -->
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<table class="receipt-table">
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<thead>
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<tr>
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<th></th>
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<th class="ta-left">Voucher / Receipt</th>
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<th class="ta-left">Date</th>
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<th class="ta-right">Amount</th>
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</tr>
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</thead>
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<tbody>
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@for (v of vouchers; track v.id) {
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<tr [class.selected]="isVoucherSelected(v.id)" (click)="toggleVoucher(v.id)">
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<td class="ta-center">
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<input
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type="checkbox"
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[checked]="isVoucherSelected(v.id)"
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(change)="toggleVoucher(v.id)"
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(click)="$event.stopPropagation()"
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/>
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</td>
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<td class="ta-left mono">{{ v.voucher_no || v.receipt_no }}</td>
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<td class="ta-left">{{ v.collection_date }}</td>
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<td class="ta-right">
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<b>{{ v.amount | number: '1.2-2' }}</b>
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</td>
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</tr>
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}
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</tbody>
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@if (selectedVoucherIds.length > 0) {
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<tfoot>
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<tr class="total-row">
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<td></td>
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<td class="ta-left" colspan="2">
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{{ selectedVoucherIds.length }} selected, against {{ amount | number: '1.2-2' }}
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</td>
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<td class="ta-right">
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<b>{{ selectedVoucherTotal | number: '1.2-2' }}</b>
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</td>
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</tr>
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</tfoot>
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}
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</table>
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<!-- Says how much is still missing rather than only that it is short, so the clerk
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can tell the member what to pay without working it out. -->
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@if (selectedVoucherIds.length > 0 && voucherShortfall > 0) {
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<div class="alert-error">
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<mat-icon>error_outline</mat-icon>
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<span>
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The selected receipts are {{ voucherShortfall | number: '1.2-2' }} short of
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{{ amount | number: '1.2-2' }}. Tick another receipt, or collect the balance at the counter first.
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</span>
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</div>
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}
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}
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</div>
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}
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@if (paymentMode === 'SAVINGS') {
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<div class="funding-panel">
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<p class="funding-intro">
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The amount is debited from the member's linked savings into Share Sundry when this is submitted, so
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their balance drops now. Approving the request then moves it into share capital.
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</p>
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@if (checkingSavings) {
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<div class="funding-loading">
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<mat-spinner diameter="24"></mat-spinner>
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<span>Checking the linked savings account…</span>
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</div>
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} @else if (savingsEligibility) {
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<div class="funding-summary">
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@if (savingsEligibility.savingsAccountNo) {
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<div class="funding-row">
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<span>Savings account</span>
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<span class="mono">{{ savingsEligibility.savingsAccountNo }}</span>
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</div>
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<div class="funding-row">
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<span>Available balance</span>
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<span>{{ savingsEligibility.savingsBalance | number: '1.2-2' }}</span>
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</div>
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}
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<div class="funding-row funding-row--total">
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<span>To debit</span>
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<span>{{ amount | number: '1.2-2' }}</span>
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</div>
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</div>
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@if (!savingsEligibility.eligible) {
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<div class="alert-error">
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<mat-icon>error_outline</mat-icon>
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<span>{{ savingsEligibility.reason }}</span>
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</div>
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}
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}
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</div>
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}
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@if (errorMsg) {
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<div class="alert-error">
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<mat-icon>error_outline</mat-icon>
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<span>{{ errorMsg }}</span>
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</div>
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}
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<!-- Said plainly, so a clerk does not tell the member their shares are issued while a
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manager still has to approve the request. -->
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<p class="pending-hint">
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Submitting records a request for approval. The shares are issued, and the money moved out of Share Sundry,
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only once it is approved — until then it appears under pending, not in the account's transactions.
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</p>
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</div>
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</mat-card-content>
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@@ -53,8 +272,8 @@
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<button type="button" mat-raised-button [routerLink]="['../../']">
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{{ 'labels.buttons.Cancel' | translate }}
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</button>
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<button mat-raised-button color="primary" [disabled]="!applySharesForm.valid">
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{{ 'labels.buttons.Submit' | translate }}
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<button mat-raised-button color="primary" [disabled]="!canSubmit">
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{{ submitting ? 'Submitting…' : ('labels.buttons.Submit' | translate) }}
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</button>
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</mat-card-actions>
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</form>
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@@ -6,6 +6,207 @@
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* file, You can obtain one at http://mozilla.org/MPL/2.0/.
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*/
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$primary: #1a3a6b;
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$border: #d8e0ec;
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$muted: #6b7a90;
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$danger: #b3261e;
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.container {
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max-width: 37rem;
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}
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.payment-mode {
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margin: 4px 0 16px;
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}
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.payment-mode-label {
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font-size: 12px;
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text-transform: uppercase;
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letter-spacing: 0.4px;
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color: $muted;
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margin-bottom: 8px;
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}
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.payment-mode-options {
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display: flex;
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flex-direction: column;
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gap: 4px;
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}
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/* The funding route's own detail, boxed off from the share fields above it: which voucher, or
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which savings account, is what the clerk checks before submitting. */
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.funding-panel {
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border: 1px solid $border;
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border-radius: 6px;
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padding: 14px;
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margin-bottom: 16px;
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background: #fbfcfe;
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}
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.funding-intro {
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font-size: 13px;
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color: $muted;
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margin: 0 0 12px;
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}
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.voucher-lookup {
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display: flex;
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gap: 8px;
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align-items: center;
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margin: 0 0 12px;
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}
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.voucher-input {
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flex: 1;
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min-width: 0;
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padding: 9px 11px;
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border: 1px solid $border;
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border-radius: 6px;
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font-family: 'Roboto Mono', monospace;
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font-size: 13px;
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letter-spacing: 0.4px;
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color: $primary;
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|
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&:focus {
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outline: none;
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border-color: $primary;
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}
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&:disabled {
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background: #f4f7fb;
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color: $muted;
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}
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}
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.funding-loading {
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display: flex;
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align-items: center;
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gap: 10px;
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padding: 8px 0;
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font-size: 13px;
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color: $muted;
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}
|
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.funding-summary {
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border: 1px solid $border;
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border-radius: 6px;
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background: #fff;
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padding: 10px 12px;
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font-size: 13px;
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}
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.funding-row {
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display: flex;
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justify-content: space-between;
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gap: 12px;
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padding: 4px 0;
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color: $primary;
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> span:first-child {
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color: $muted;
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||||
}
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}
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.funding-row--total {
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border-top: 1px solid #eceff4;
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margin-top: 4px;
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padding-top: 8px;
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font-weight: 500;
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}
|
||||
|
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.mono {
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font-family: 'Courier New', monospace;
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}
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.funding-empty {
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display: flex;
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gap: 10px;
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align-items: flex-start;
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background: #f4f7fb;
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||||
border: 1px solid $border;
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||||
border-radius: 6px;
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||||
padding: 12px;
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font-size: 13px;
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}
|
||||
|
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.funding-empty-hint {
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||||
color: $muted;
|
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margin-top: 4px;
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}
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.receipt-table {
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width: 100%;
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||||
border-collapse: collapse;
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||||
font-size: 13px;
|
||||
background: #fff;
|
||||
border: 1px solid $border;
|
||||
border-radius: 6px;
|
||||
|
||||
th {
|
||||
background: #eef2f8;
|
||||
color: $primary;
|
||||
font-size: 11px;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.4px;
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||||
padding: 8px;
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||||
}
|
||||
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||||
td {
|
||||
padding: 8px;
|
||||
border-bottom: 1px solid #eceff4;
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||||
}
|
||||
|
||||
tbody tr {
|
||||
cursor: pointer;
|
||||
|
||||
&:hover {
|
||||
background: #f4f7fb;
|
||||
}
|
||||
|
||||
&.selected {
|
||||
background: #e7effb;
|
||||
}
|
||||
}
|
||||
|
||||
/* The running total against the tranche amount — what decides whether the request is accepted,
|
||||
and not something to be added up by eye once a second receipt is in play. */
|
||||
tfoot .total-row {
|
||||
border-top: 2px solid #cbd5e1;
|
||||
|
||||
td {
|
||||
padding-top: 10px;
|
||||
color: #1f3d7a;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.ta-left {
|
||||
text-align: left;
|
||||
}
|
||||
|
||||
.ta-right {
|
||||
text-align: right;
|
||||
}
|
||||
|
||||
.ta-center {
|
||||
text-align: center;
|
||||
}
|
||||
|
||||
.alert-error {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
background: #fdecea;
|
||||
color: $danger;
|
||||
border: 1px solid #f5c6c2;
|
||||
border-radius: 6px;
|
||||
padding: 10px 12px;
|
||||
font-size: 13px;
|
||||
margin-bottom: 12px;
|
||||
}
|
||||
|
||||
.pending-hint {
|
||||
font-size: 12px;
|
||||
color: $muted;
|
||||
margin: 0;
|
||||
}
|
||||
|
||||
@@ -7,30 +7,63 @@
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, OnInit, Input, inject } from '@angular/core';
|
||||
import { UntypedFormGroup, UntypedFormBuilder, Validators, ReactiveFormsModule } from '@angular/forms';
|
||||
import { ActivatedRoute, Router, RouterLink } from '@angular/router';
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { UntypedFormGroup, UntypedFormBuilder, Validators } from '@angular/forms';
|
||||
import { ActivatedRoute, Router } from '@angular/router';
|
||||
import { MatRadioModule } from '@angular/material/radio';
|
||||
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { catchError, debounceTime, distinctUntilChanged } from 'rxjs/operators';
|
||||
import { of } from 'rxjs';
|
||||
|
||||
/** Custom Services */
|
||||
import { SharesService } from 'app/shares/shares.service';
|
||||
import { CashierService } from 'app/cashier/cashier.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/**
|
||||
* Apply Shares Component
|
||||
* Apply Additional Shares.
|
||||
*
|
||||
* A member buying a further tranche of shares, which — like the account's first application — is
|
||||
* only a request until it is approved. Two things have to be captured that the bare share count
|
||||
* does not carry:
|
||||
*
|
||||
* <ul>
|
||||
* <li>the board resolution authorising this particular tranche, which is its own meeting and its
|
||||
* own number, not the one the account was opened under;</li>
|
||||
* <li>where the money is coming from, because a tranche nobody has paid for cannot be approved.</li>
|
||||
* </ul>
|
||||
*
|
||||
* Both funding routes converge on the Share Sundry holding account, so approval posts the same
|
||||
* Dr Sundry / Cr Share Capital pair either way:
|
||||
*
|
||||
* <ul>
|
||||
* <li><b>Cash</b> — the member already paid at the counter; the cashier's receipts put the money
|
||||
* into Sundry at that point. Submitting only reserves those receipts against this tranche.
|
||||
* More than one can be ticked, because a member often pays in instalments and no single
|
||||
* receipt covers the tranche. They are checked here rather than at approval, while the member
|
||||
* is still at the counter to make up any shortfall.</li>
|
||||
* <li><b>Savings</b> — the member's savings are debited into Sundry on submit, so their balance
|
||||
* drops immediately. Approval then moves it out to share capital.</li>
|
||||
* </ul>
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-apply-shares',
|
||||
templateUrl: './apply-shares.component.html',
|
||||
styleUrls: ['./apply-shares.component.scss'],
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
MatRadioModule,
|
||||
MatProgressSpinnerModule,
|
||||
MatIconModule
|
||||
]
|
||||
})
|
||||
export class ApplySharesComponent implements OnInit {
|
||||
private formBuilder = inject(UntypedFormBuilder);
|
||||
private sharesService = inject(SharesService);
|
||||
private cashierService = inject(CashierService);
|
||||
private dateUtils = inject(Dates);
|
||||
private route = inject(ActivatedRoute);
|
||||
private router = inject(Router);
|
||||
@@ -48,14 +81,33 @@ export class ApplySharesComponent implements OnInit {
|
||||
/** Shares Account Id */
|
||||
accountId: any;
|
||||
|
||||
/** Submission in flight, so the form cannot be posted twice. */
|
||||
submitting = false;
|
||||
/** Anything that stopped the submission, shown above the buttons. */
|
||||
errorMsg = '';
|
||||
|
||||
/**
|
||||
* @param {FormBuilder} formBuilder Form Builder
|
||||
* @param {SharesService} sharesService Shares Service
|
||||
* @param {Dates} dateUtils Date Utils
|
||||
* @param {ActivatedRoute} route Activated Route
|
||||
* @param {Router} router Router
|
||||
* @param {SettingsService} settingsService Settings Service
|
||||
* The member's unapplied Share Sundry receipts, and which of them fund this tranche.
|
||||
*
|
||||
* Several, because a member often pays one tranche in instalments — ₹600 today, the ₹400 balance
|
||||
* tomorrow — and neither receipt covers it alone. They are submitted together as one settlement
|
||||
* rather than sending the member back to the counter for a single combined receipt.
|
||||
*/
|
||||
vouchers: any[] = [];
|
||||
selectedVoucherIds: number[] = [];
|
||||
loadingVouchers = false;
|
||||
lookingUpVoucher = false;
|
||||
voucherError = '';
|
||||
|
||||
/** What the member's savings can cover, for the savings route. */
|
||||
savingsEligibility: {
|
||||
eligible: boolean;
|
||||
reason: string | null;
|
||||
savingsAccountNo: string | null;
|
||||
savingsBalance: number | null;
|
||||
} | null = null;
|
||||
checkingSavings = false;
|
||||
|
||||
constructor() {
|
||||
this.accountId = this.route.parent.snapshot.params['shareAccountId'];
|
||||
this.route.data.subscribe((data: { shareAccountActionData: any }) => {
|
||||
@@ -63,54 +115,311 @@ export class ApplySharesComponent implements OnInit {
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Creates the apply shares form.
|
||||
* Fetching data from service as action buttons malfunction
|
||||
* in clients view upon using a common resolver.
|
||||
*/
|
||||
ngOnInit() {
|
||||
this.maxDate = this.settingsService.businessDate;
|
||||
this.createApplySharesAccountForm();
|
||||
this.applySharesForm.get('unitPrice').patchValue(this.sharesAccountData.currentMarketPrice || '');
|
||||
this.applySharesForm.get('amount').patchValue(this.amount || '');
|
||||
}
|
||||
|
||||
/**
|
||||
* Creates the apply shares form.
|
||||
*
|
||||
* The request date opens on the business date rather than blank: an additional-share request is
|
||||
* recorded the day it is taken, and a clerk who has to fill that in by hand is being asked to
|
||||
* retype what the system already knows.
|
||||
*/
|
||||
createApplySharesAccountForm() {
|
||||
this.applySharesForm = this.formBuilder.group({
|
||||
requestedDate: [
|
||||
'',
|
||||
this.settingsService.businessDate,
|
||||
Validators.required
|
||||
],
|
||||
requestedShares: [
|
||||
'',
|
||||
Validators.required
|
||||
],
|
||||
unitPrice: [{ value: '', disabled: true }]
|
||||
unitPrice: [{ value: '', disabled: true }],
|
||||
// Disabled, not readonly: the amount is derived from shares x price and must never be a
|
||||
// figure somebody typed, or the tranche's value and its GL posting could disagree.
|
||||
amount: [{ value: '', disabled: true }],
|
||||
resolutionNumber: [
|
||||
'',
|
||||
Validators.required
|
||||
],
|
||||
resolutionDate: [
|
||||
'',
|
||||
Validators.required
|
||||
],
|
||||
paymentMode: [
|
||||
'',
|
||||
Validators.required
|
||||
]
|
||||
});
|
||||
|
||||
// Recompute as the share count is typed, so the clerk can read the amount back to the member
|
||||
// before committing to a funding route.
|
||||
this.applySharesForm.get('requestedShares').valueChanges.subscribe(() => {
|
||||
this.applySharesForm.get('amount').patchValue(this.amount || '');
|
||||
// A savings verdict is cleared the moment the amount changes rather than when the re-check
|
||||
// returns, so a stale "can cover it" is never on screen beside a larger amount. The ticked
|
||||
// vouchers stay: they are the receipts the member actually holds, and the running total below
|
||||
// shows against the new amount whether they still cover it.
|
||||
this.voucherError = '';
|
||||
this.savingsEligibility = null;
|
||||
});
|
||||
|
||||
// Debounced separately from the clearing above: the check is a server round-trip, and firing it
|
||||
// on every keystroke of "1000" asks four times and lets the answers land out of order.
|
||||
this.applySharesForm
|
||||
.get('requestedShares')
|
||||
.valueChanges.pipe(debounceTime(400), distinctUntilChanged())
|
||||
.subscribe(() => {
|
||||
if (this.paymentMode === 'SAVINGS') {
|
||||
this.checkSavings();
|
||||
}
|
||||
});
|
||||
|
||||
this.applySharesForm.get('paymentMode').valueChanges.subscribe((mode: string) => {
|
||||
this.vouchers = [];
|
||||
this.selectedVoucherIds = [];
|
||||
this.voucherError = '';
|
||||
this.errorMsg = '';
|
||||
this.savingsEligibility = null;
|
||||
if (mode === 'SAVINGS') {
|
||||
this.checkSavings();
|
||||
} else if (mode === 'CASH') {
|
||||
this.loadVouchers();
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** Shares x unit price — what this tranche is worth, and what has to be funded. */
|
||||
get amount(): number {
|
||||
const shares = Number(this.applySharesForm?.get('requestedShares')?.value) || 0;
|
||||
const price = Number(this.applySharesForm?.get('unitPrice')?.value) || 0;
|
||||
return shares * price;
|
||||
}
|
||||
|
||||
get paymentMode(): string {
|
||||
return this.applySharesForm?.get('paymentMode')?.value || '';
|
||||
}
|
||||
|
||||
/**
|
||||
* Submits the form and applies additional shares to the share account,
|
||||
* if successful redirects to the share account.
|
||||
* Loads the member's unapplied Share Sundry receipts so they can be ticked off.
|
||||
*
|
||||
* A single receipt is ticked for them: with only one candidate there is nothing to choose, and
|
||||
* making the clerk tick it adds a step that can only be got wrong by forgetting it.
|
||||
*/
|
||||
private loadVouchers(): void {
|
||||
this.loadingVouchers = true;
|
||||
this.cashierService
|
||||
.getUnappliedShareAdvances(this.sharesAccountData.clientId)
|
||||
.pipe(
|
||||
catchError((err: any) => {
|
||||
this.voucherError = this.readError(err, 'Could not load the member’s receipts.');
|
||||
this.loadingVouchers = false;
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((res: any) => {
|
||||
this.loadingVouchers = false;
|
||||
if (!res) {
|
||||
return;
|
||||
}
|
||||
this.vouchers = res.unappliedCollections || [];
|
||||
if (this.vouchers.length === 1) {
|
||||
this.selectedVoucherIds = [this.vouchers[0].id];
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
isVoucherSelected(id: number): boolean {
|
||||
return this.selectedVoucherIds.includes(id);
|
||||
}
|
||||
|
||||
toggleVoucher(id: number): void {
|
||||
this.selectedVoucherIds = this.isVoucherSelected(id) ? this.selectedVoucherIds.filter((x) => x !== id) : [
|
||||
...this.selectedVoucherIds,
|
||||
id
|
||||
];
|
||||
this.voucherError = '';
|
||||
}
|
||||
|
||||
/**
|
||||
* What the ticked receipts come to.
|
||||
*
|
||||
* Shown live, because the submission only goes through when the total covers the tranche, and
|
||||
* adding the rows up by eye is exactly what leads to a rejected submission.
|
||||
*/
|
||||
get selectedVoucherTotal(): number {
|
||||
return this.vouchers.filter((v) => this.isVoucherSelected(v.id)).reduce((sum, v) => sum + Number(v.amount || 0), 0);
|
||||
}
|
||||
|
||||
/**
|
||||
* Resolves a voucher number the member quotes and adds it to the list.
|
||||
*
|
||||
* Kept alongside the tick list rather than replacing it: the member usually quotes the number on
|
||||
* the slip in their hand, which is faster than finding it among their receipts. The lookup is
|
||||
* deliberately not restricted to this member, so a voucher belonging to somebody else is
|
||||
* surfaced here as a plain mismatch rather than silently ignored.
|
||||
*/
|
||||
lookupVoucher(voucherNo: string): void {
|
||||
const trimmed = (voucherNo || '').trim();
|
||||
if (!trimmed || this.lookingUpVoucher) {
|
||||
return;
|
||||
}
|
||||
this.lookingUpVoucher = true;
|
||||
this.voucherError = '';
|
||||
|
||||
this.cashierService
|
||||
.getShareAdvanceByVoucher(trimmed, this.sharesAccountData.clientId)
|
||||
.pipe(
|
||||
catchError((err: any) => {
|
||||
this.voucherError = this.readError(err, `Voucher ${trimmed} could not be found.`);
|
||||
this.lookingUpVoucher = false;
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((res: any) => {
|
||||
this.lookingUpVoucher = false;
|
||||
if (!res) {
|
||||
return;
|
||||
}
|
||||
if (Number(res.client_id) !== Number(this.sharesAccountData.clientId)) {
|
||||
this.voucherError = `Voucher ${trimmed} belongs to ${res.client_name}, not the holder of this share account.`;
|
||||
return;
|
||||
}
|
||||
// Added to the selection rather than replacing it — a looked-up voucher is usually the
|
||||
// second half of a part-payment, not a change of mind about the first. No amount check
|
||||
// here: one instalment is not meant to cover the tranche on its own.
|
||||
this.vouchers = [
|
||||
res,
|
||||
...this.vouchers.filter((v) => v.id !== res.id)
|
||||
];
|
||||
if (!this.isVoucherSelected(res.id)) {
|
||||
this.selectedVoucherIds = [
|
||||
...this.selectedVoucherIds,
|
||||
res.id
|
||||
];
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether the member's savings can cover this tranche.
|
||||
*
|
||||
* Asks the tranche-scoped endpoint rather than judging it here: the server prices the shares from
|
||||
* the product's market price, so the figure the balance is checked against is the same one the
|
||||
* submission will be valued at. Deciding it in the browser would let the two drift apart.
|
||||
*/
|
||||
private checkSavings(): void {
|
||||
const shares = Number(this.applySharesForm.get('requestedShares').value) || 0;
|
||||
this.checkingSavings = true;
|
||||
this.sharesService
|
||||
.getAdditionalSharesSavingsEligibility(this.accountId, shares)
|
||||
.pipe(catchError(() => of(null)))
|
||||
.subscribe((res: any) => {
|
||||
this.checkingSavings = false;
|
||||
if (!res) {
|
||||
this.savingsEligibility = {
|
||||
eligible: false,
|
||||
reason: 'Could not check the savings account linked to this share account.',
|
||||
savingsAccountNo: null,
|
||||
savingsBalance: null
|
||||
};
|
||||
return;
|
||||
}
|
||||
this.savingsEligibility = {
|
||||
eligible: !!res.eligible,
|
||||
reason: res.reason ?? null,
|
||||
savingsAccountNo: res.savingsAccountNo ?? null,
|
||||
savingsBalance: res.savingsBalance == null ? null : Number(res.savingsBalance)
|
||||
};
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether the chosen funding route is ready — receipts that between them cover the tranche, or
|
||||
* savings that can cover it.
|
||||
*
|
||||
* The total is checked here rather than only on submit, so a part-paid tranche is visibly short
|
||||
* at the counter instead of being refused after the member has left.
|
||||
*/
|
||||
get fundingReady(): boolean {
|
||||
if (this.paymentMode === 'CASH') {
|
||||
return this.selectedVoucherIds.length > 0 && this.selectedVoucherTotal >= this.amount;
|
||||
}
|
||||
if (this.paymentMode === 'SAVINGS') {
|
||||
return !!this.savingsEligibility?.eligible;
|
||||
}
|
||||
return false;
|
||||
}
|
||||
|
||||
/** The shortfall to tell the member about, or zero when the ticked receipts cover the tranche. */
|
||||
get voucherShortfall(): number {
|
||||
const short = this.amount - this.selectedVoucherTotal;
|
||||
return short > 0 ? short : 0;
|
||||
}
|
||||
|
||||
get canSubmit(): boolean {
|
||||
return this.applySharesForm.valid && this.amount > 0 && this.fundingReady && !this.submitting;
|
||||
}
|
||||
|
||||
/**
|
||||
* Records the request. Nothing is issued here — the tranche sits pending until it is approved,
|
||||
* which is what moves the money out of Sundry into share capital.
|
||||
*/
|
||||
submit() {
|
||||
const applySharesFormData = this.applySharesForm.value;
|
||||
if (!this.canSubmit) {
|
||||
return;
|
||||
}
|
||||
this.submitting = true;
|
||||
this.errorMsg = '';
|
||||
|
||||
const formValue = this.applySharesForm.value;
|
||||
const locale = this.settingsService.language.code;
|
||||
const dateFormat = this.settingsService.dateFormat;
|
||||
const prevRequestedDate: Date = this.applySharesForm.value.requestedDate;
|
||||
if (applySharesFormData.requestedDate instanceof Date) {
|
||||
applySharesFormData.requestedDate = this.dateUtils.formatDate(prevRequestedDate, dateFormat);
|
||||
}
|
||||
const data = {
|
||||
...applySharesFormData,
|
||||
|
||||
const data: any = {
|
||||
requestedShares: formValue.requestedShares,
|
||||
requestedDate: this.dateUtils.formatDate(formValue.requestedDate, dateFormat),
|
||||
unitPrice: this.applySharesForm.get('unitPrice').value,
|
||||
resolutionNumber: formValue.resolutionNumber,
|
||||
meetingDate: this.dateUtils.formatDate(formValue.resolutionDate, dateFormat),
|
||||
fundingSource: formValue.paymentMode,
|
||||
dateFormat,
|
||||
locale
|
||||
};
|
||||
this.sharesService.executeSharesAccountCommand(this.accountId, 'applyadditionalshares', data).subscribe(() => {
|
||||
this.router.navigate(['../../'], { relativeTo: this.route });
|
||||
if (formValue.paymentMode === 'CASH') {
|
||||
// First receipt leads, the rest ride along; the server settles them as one funding.
|
||||
const [
|
||||
leadId,
|
||||
...additionalCollectionIds
|
||||
] = this.selectedVoucherIds;
|
||||
data.advanceCollectionId = leadId;
|
||||
if (additionalCollectionIds.length > 0) {
|
||||
data.additionalCollectionIds = additionalCollectionIds;
|
||||
}
|
||||
}
|
||||
|
||||
this.sharesService.executeSharesAccountCommand(this.accountId, 'applyadditionalshares', data).subscribe({
|
||||
next: () => {
|
||||
this.router.navigate(['../../'], { relativeTo: this.route });
|
||||
},
|
||||
error: (err: any) => {
|
||||
this.submitting = false;
|
||||
this.errorMsg = this.readError(err, 'The additional-share request could not be submitted.');
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
private readError(err: any, fallback: string): string {
|
||||
return (
|
||||
err?.error?.errors?.[0]?.defaultUserMessage ||
|
||||
err?.error?.defaultUserMessage ||
|
||||
err?.error?.developerMessage ||
|
||||
fallback
|
||||
);
|
||||
}
|
||||
}
|
||||
|
||||
+4
-1
@@ -72,8 +72,11 @@ export class ApproveSharesAccountComponent implements OnInit {
|
||||
*/
|
||||
createApproveSharesAccountForm() {
|
||||
this.approveSharesAccountForm = this.formBuilder.group({
|
||||
// Opens on the business date rather than blank: an approval is recorded the day it is given,
|
||||
// so this is what the clerk would type anyway. Still editable, and still capped at the
|
||||
// business date, for an approval being entered after the fact.
|
||||
approvedDate: [
|
||||
'',
|
||||
this.settingsService.businessDate,
|
||||
Validators.required
|
||||
],
|
||||
note: ['']
|
||||
|
||||
@@ -26,6 +26,29 @@
|
||||
<td mat-cell *matCellDef="let share">{{ share.purchasedPrice }}</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="amount">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Amount' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let share">{{ trancheAmount(share) | number: '1.2-2' }}</td>
|
||||
</ng-container>
|
||||
|
||||
<!-- The board resolution authorising this particular tranche, captured on the apply form. -->
|
||||
<ng-container matColumnDef="resolution">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Resolution Number' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let share">
|
||||
{{ share.resolutionNumber || '—' }}
|
||||
@if (share.meetingDate) {
|
||||
<span class="resolution-date">({{ share.meetingDate | dateFormat }})</span>
|
||||
}
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<!-- Cash means the money is already in Share Sundry against a voucher; Savings means it was
|
||||
debited from the member when the request was raised. Either way approval moves it out. -->
|
||||
<ng-container matColumnDef="fundingSource">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Payment Option' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let share">{{ fundingLabel(share) || '—' }}</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="status">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Status' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let share">
|
||||
|
||||
@@ -19,4 +19,12 @@ table {
|
||||
margin: 4px;
|
||||
line-height: 25px;
|
||||
}
|
||||
|
||||
/* The meeting date rides alongside the resolution number rather than taking a column of its
|
||||
own — it is only ever read together with the number it belongs to. */
|
||||
.resolution-date {
|
||||
color: #6b7a90;
|
||||
font-size: 12px;
|
||||
margin-left: 4px;
|
||||
}
|
||||
}
|
||||
|
||||
@@ -32,7 +32,7 @@ import { ApproveShareDialogComponent } from './approve-share-dialog/approve-shar
|
||||
/** Custom Serices */
|
||||
import { SharesService } from 'app/shares/shares.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { NgClass } from '@angular/common';
|
||||
import { DecimalPipe, NgClass } from '@angular/common';
|
||||
import { MatTooltip } from '@angular/material/tooltip';
|
||||
import { StatusLookupPipe } from '../../../pipes/status-lookup.pipe';
|
||||
import { DateFormatPipe } from '../../../pipes/date-format.pipe';
|
||||
@@ -63,7 +63,8 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
MatRow,
|
||||
MatPaginator,
|
||||
StatusLookupPipe,
|
||||
DateFormatPipe
|
||||
DateFormatPipe,
|
||||
DecimalPipe
|
||||
]
|
||||
})
|
||||
export class ApproveSharesComponent implements OnInit {
|
||||
@@ -79,11 +80,22 @@ export class ApproveSharesComponent implements OnInit {
|
||||
accountId: any;
|
||||
/** Shares account data. */
|
||||
sharesData: any[];
|
||||
/** Columns to be displayed in shares table. */
|
||||
/**
|
||||
* Columns to be displayed in shares table.
|
||||
*
|
||||
* Pending tranches appear here and nowhere else — the Transactions and Passbook tabs list only
|
||||
* settled movements — so this table has to carry everything the approval turns on: what the
|
||||
* tranche is worth, the board resolution authorising it, and how it was funded. Approving posts
|
||||
* Dr Share Sundry / Cr Share Capital, and an approver who cannot see the amount or the funding
|
||||
* route is being asked to authorise a posting they cannot check.
|
||||
*/
|
||||
displayedColumns: string[] = [
|
||||
'transactionDate',
|
||||
'totalShares',
|
||||
'redeemedPrice',
|
||||
'amount',
|
||||
'resolution',
|
||||
'fundingSource',
|
||||
'status',
|
||||
'approve'
|
||||
];
|
||||
@@ -120,6 +132,51 @@ export class ApproveSharesComponent implements OnInit {
|
||||
this.setShares();
|
||||
}
|
||||
|
||||
/**
|
||||
* What the tranche is worth. Taken from the transaction's own `amount` where the server sends
|
||||
* one, falling back to shares x price — the same product the apply form showed the member.
|
||||
*/
|
||||
trancheAmount(share: any): number {
|
||||
const amount = Number(share?.amount);
|
||||
if (!Number.isNaN(amount) && amount > 0) {
|
||||
return amount;
|
||||
}
|
||||
return (Number(share?.numberOfShares) || 0) * (Number(share?.purchasedPrice) || 0);
|
||||
}
|
||||
|
||||
/**
|
||||
* How this tranche was funded, in the words the approver chose on the apply form.
|
||||
*
|
||||
* Blank for tranches raised before funding was captured, which is honest: those genuinely have
|
||||
* no recorded route, and inventing one here would misrepresent them.
|
||||
*/
|
||||
fundingLabel(share: any): string {
|
||||
switch (share?.fundingSource) {
|
||||
case 'CASH': {
|
||||
// Says how many receipts when a member paid in instalments, so the approver knows to expect
|
||||
// several vouchers behind one tranche rather than suspecting a duplicate.
|
||||
const count = this.voucherCount(share);
|
||||
return count > 1 ? `Cash (${count} vouchers)` : 'Cash';
|
||||
}
|
||||
case 'SAVINGS':
|
||||
return 'Savings';
|
||||
default:
|
||||
return '';
|
||||
}
|
||||
}
|
||||
|
||||
/** How many receipts fund this tranche — the lead one plus any further instalments. */
|
||||
private voucherCount(share: any): number {
|
||||
if (!share?.advanceCollectionId) {
|
||||
return 0;
|
||||
}
|
||||
const extra = (share.additionalCollectionIds || '')
|
||||
.split(',')
|
||||
.map((part: string) => part.trim())
|
||||
.filter((part: string) => part.length > 0);
|
||||
return 1 + extra.length;
|
||||
}
|
||||
|
||||
/**
|
||||
* Initializes the data source, paginator and sorter for shares table.
|
||||
*/
|
||||
|
||||
+2
-1
@@ -72,8 +72,9 @@ export class CloseSharesAccountComponent implements OnInit {
|
||||
*/
|
||||
createCloseSharesAccountForm() {
|
||||
this.closeSharesAccountForm = this.formBuilder.group({
|
||||
// Opens on the business date; see the note in ApproveSharesAccountComponent.
|
||||
closedDate: [
|
||||
'',
|
||||
this.settingsService.businessDate,
|
||||
Validators.required
|
||||
],
|
||||
note: ['']
|
||||
|
||||
@@ -79,8 +79,9 @@ export class RedeemSharesComponent implements OnInit {
|
||||
*/
|
||||
createRedeemSharesAccountForm() {
|
||||
this.redeemSharesForm = this.formBuilder.group({
|
||||
// Opens on the business date; see the note in ApproveSharesAccountComponent.
|
||||
requestedDate: [
|
||||
'',
|
||||
this.settingsService.businessDate,
|
||||
Validators.required
|
||||
],
|
||||
requestedShares: [
|
||||
|
||||
+2
-1
@@ -72,8 +72,9 @@ export class RejectSharesAccountComponent implements OnInit {
|
||||
*/
|
||||
createRejectSharesAccountForm() {
|
||||
this.rejectSharesAccountForm = this.formBuilder.group({
|
||||
// Opens on the business date; see the note in ApproveSharesAccountComponent.
|
||||
rejectedDate: [
|
||||
'',
|
||||
this.settingsService.businessDate,
|
||||
Validators.required
|
||||
],
|
||||
note: ['']
|
||||
|
||||
+4
-1
@@ -96,8 +96,11 @@ export class SharesAccountDetailsStepComponent implements OnInit {
|
||||
'',
|
||||
Validators.required
|
||||
],
|
||||
// Opens on the business date rather than blank: an application is recorded the day it is
|
||||
// taken, and a clerk who has to fill that in by hand is being asked to retype what the system
|
||||
// already knows. Still editable, for an application being entered after the fact.
|
||||
submittedDate: [
|
||||
'',
|
||||
this.settingsService.businessDate,
|
||||
Validators.required
|
||||
],
|
||||
externalId: [''],
|
||||
|
||||
+23
-20
@@ -10,17 +10,18 @@
|
||||
|
||||
<mat-dialog-content>
|
||||
<p class="intro">
|
||||
Enter the voucher number the member was given, or tick the receipts below, to settle against share account
|
||||
<b>{{ data.accountNo }}</b
|
||||
>. Tick more than one where the member paid in instalments. The amount is moved out of Share Sundry into share
|
||||
capital, and any entry fee is posted to fee income.
|
||||
Tick the receipts that make up this payment to settle share account <b>{{ data.accountNo }}</b
|
||||
>, then apply. Today's unapplied receipts for this member are listed below — tick more than one where they paid in
|
||||
instalments. The amount moves out of Share Sundry into share capital, and any entry fee is posted to fee income.
|
||||
</p>
|
||||
|
||||
<!-- For a receipt the list does not carry — one taken on an earlier day, or a slip the member is
|
||||
holding that is quicker to type than to find. -->
|
||||
<div class="voucher-lookup">
|
||||
<input
|
||||
type="text"
|
||||
class="voucher-input"
|
||||
placeholder="Voucher no. (e.g. 000123)"
|
||||
placeholder="Voucher no. (e.g. CR/001/2608/0001)"
|
||||
[(ngModel)]="voucherNo"
|
||||
[disabled]="lookingUp || submitting"
|
||||
(keyup.enter)="lookupVoucher()"
|
||||
@@ -51,10 +52,11 @@
|
||||
<div class="empty">
|
||||
<mat-icon>info_outline</mat-icon>
|
||||
<div>
|
||||
<b>No unapplied receipt for this member.</b>
|
||||
<b>No unapplied receipt for this member today.</b>
|
||||
<div class="empty-hint">
|
||||
Collect the cash first from Cashier › Transaction Entry as a deposit to the Share Sundry GL. Once a
|
||||
manager approves it, enter the voucher number above.
|
||||
If the cash was taken on an earlier day, enter that voucher number above. Otherwise collect it first from
|
||||
Cashier › Transaction Entry as a deposit to the Share Sundry GL — once a manager approves it, the
|
||||
voucher appears here.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@@ -62,7 +64,7 @@
|
||||
<table class="receipt-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th></th>
|
||||
<th class="col-tick"></th>
|
||||
<th class="ta-left">Voucher / Receipt</th>
|
||||
<th class="ta-left">Date</th>
|
||||
<th class="ta-right">Amount</th>
|
||||
@@ -71,7 +73,7 @@
|
||||
<tbody>
|
||||
@for (r of receipts; track r.id) {
|
||||
<tr [class.selected]="isSelected(r.id)" (click)="toggle(r.id)">
|
||||
<td class="ta-center">
|
||||
<td class="ta-center col-tick">
|
||||
<!-- Checkboxes, not radios: a member paying in instalments has several receipts
|
||||
against one application, and all of them settle it together. -->
|
||||
<input
|
||||
@@ -83,28 +85,29 @@
|
||||
</td>
|
||||
<td class="ta-left mono">{{ r.voucher_no || r.receipt_no }}</td>
|
||||
<td class="ta-left">{{ r.collection_date }}</td>
|
||||
<td class="ta-right">
|
||||
<b>{{ r.amount }}</b>
|
||||
</td>
|
||||
<td class="ta-right amount-cell">{{ r.amount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
@if (selectedIds.length > 1) {
|
||||
<!-- Shown from the first tick rather than the second: the total against what the account needs
|
||||
is what decides whether the settlement is accepted, so it should be on screen as soon as
|
||||
there is anything to total. -->
|
||||
@if (selectedIds.length > 0) {
|
||||
<tfoot>
|
||||
<tr class="total-row">
|
||||
<td></td>
|
||||
<td class="ta-left" colspan="2">{{ selectedIds.length }} receipts selected</td>
|
||||
<td class="ta-right">
|
||||
<b>{{ selectedTotal | number: '1.2-2' }}</b>
|
||||
<td class="col-tick"></td>
|
||||
<td class="ta-left" colspan="2">
|
||||
{{ selectedIds.length }} {{ selectedIds.length === 1 ? 'receipt' : 'receipts' }} selected
|
||||
</td>
|
||||
<td class="ta-right amount-cell">{{ selectedTotal | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
</tfoot>
|
||||
}
|
||||
</table>
|
||||
|
||||
<div class="note">
|
||||
Select every receipt that makes up this payment. Their total must cover the account's share value plus any entry
|
||||
fee — anything paid over that is credited to the member's savings account.
|
||||
Their total must cover the account's share value plus any entry fee — anything paid over that is credited to the
|
||||
member's savings account.
|
||||
</div>
|
||||
}
|
||||
</mat-dialog-content>
|
||||
|
||||
+29
-4
@@ -75,19 +75,35 @@ $danger: #b3261e;
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 13px;
|
||||
border: 1px solid $border;
|
||||
border-radius: 6px;
|
||||
overflow: hidden;
|
||||
|
||||
th {
|
||||
background: #eef2f8;
|
||||
color: $primary;
|
||||
font-size: 11px;
|
||||
font-weight: 600;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.4px;
|
||||
padding: 8px;
|
||||
padding: 9px 12px;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 8px;
|
||||
padding: 10px 12px;
|
||||
border-bottom: 1px solid #eceff4;
|
||||
color: #1f2937;
|
||||
}
|
||||
|
||||
tbody tr:last-child td {
|
||||
border-bottom: none;
|
||||
}
|
||||
|
||||
/* Just wide enough for the box, so the voucher number starts near the left edge instead of
|
||||
after a column of empty space. */
|
||||
.col-tick {
|
||||
width: 36px;
|
||||
}
|
||||
|
||||
tbody tr {
|
||||
@@ -102,15 +118,24 @@ $danger: #b3261e;
|
||||
}
|
||||
}
|
||||
|
||||
/* Only appears once a second receipt is ticked, when adding the rows up by eye stops being
|
||||
reliable — and the total is what decides whether the settlement is accepted. */
|
||||
/* Tabular figures so the amounts line up digit for digit down the column and against the total
|
||||
below them — the whole point of the column is that it can be read as a sum. */
|
||||
.amount-cell {
|
||||
font-variant-numeric: tabular-nums;
|
||||
font-weight: 500;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
tfoot .total-row {
|
||||
background: #f4f7fb;
|
||||
border-top: 2px solid #cbd5e1;
|
||||
|
||||
td {
|
||||
padding-top: 10px;
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
color: #1f3d7a;
|
||||
border-bottom: none;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
+53
-12
@@ -6,7 +6,7 @@
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, Inject, inject } from '@angular/core';
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MAT_DIALOG_DATA, MatDialogRef, MatDialogModule } from '@angular/material/dialog';
|
||||
@@ -16,6 +16,8 @@ import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { of } from 'rxjs';
|
||||
import { CashierService } from 'app/cashier/cashier.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
|
||||
/**
|
||||
* Applies a Share Advance receipt to an activated share account.
|
||||
@@ -23,6 +25,14 @@ import { CashierService } from 'app/cashier/cashier.service';
|
||||
* The member's cash is already sitting in the Share Sundry liability from the cashier's advance
|
||||
* collection. Applying a receipt here posts Dr Sundry / Cr Share Capital (+ Cr Income from Fees
|
||||
* when an entry fee applies) and reveals the purchase entry in the transactions and passbook.
|
||||
*
|
||||
* The list shows the member's unapplied receipts for the business date, since a member settling an
|
||||
* application at the counter has almost always paid for it today, and an older unapplied receipt of
|
||||
* theirs is more likely money taken for something else. Nothing in it is ticked for the clerk — see
|
||||
* {@link ngOnInit}.
|
||||
*
|
||||
* A receipt outside that narrow list is reached by voucher number through {@link lookupVoucher} —
|
||||
* cash taken on an earlier day, or a slip the member is holding that is quicker to type than to find.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-apply-collection-dialog',
|
||||
@@ -40,6 +50,8 @@ import { CashierService } from 'app/cashier/cashier.service';
|
||||
})
|
||||
export class ApplyCollectionDialogComponent implements OnInit {
|
||||
private cashierService = inject(CashierService);
|
||||
private settingsService = inject(SettingsService);
|
||||
private dateUtils = inject(Dates);
|
||||
|
||||
loading = true;
|
||||
submitting = false;
|
||||
@@ -56,7 +68,7 @@ export class ApplyCollectionDialogComponent implements OnInit {
|
||||
*/
|
||||
selectedIds: number[] = [];
|
||||
|
||||
/** Voucher number quoted by the member, as an alternative to picking from the list. */
|
||||
/** Voucher number quoted by the member, for a receipt the list does not show. */
|
||||
voucherNo = '';
|
||||
lookingUp = false;
|
||||
|
||||
@@ -75,15 +87,39 @@ export class ApplyCollectionDialogComponent implements OnInit {
|
||||
)
|
||||
.subscribe((res: any) => {
|
||||
if (res) {
|
||||
this.receipts = res.unappliedCollections || [];
|
||||
if (this.receipts.length === 1) {
|
||||
this.selectedIds = [this.receipts[0].id];
|
||||
}
|
||||
const today = this.dateUtils.formatDate(this.settingsService.businessDate, 'yyyy-MM-dd');
|
||||
this.receipts = (res.unappliedCollections || []).filter(
|
||||
(receipt: any) => this.collectionDateOf(receipt) === today
|
||||
);
|
||||
// Deliberately nothing ticked, not even when a single receipt is listed. Applying a
|
||||
// collection turns the member's money into share capital, so which receipt it comes out of
|
||||
// should be a choice the clerk made rather than one they inherited from a pre-ticked box
|
||||
// and never looked at.
|
||||
}
|
||||
this.loading = false;
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* A receipt's collection date as {@code yyyy-MM-dd}.
|
||||
*
|
||||
* Normalises both shapes the API can send — that string, or Fineract's {@code [yyyy, m, d]} array
|
||||
* — rather than assuming one, so the filter cannot silently match nothing if the serialiser
|
||||
* behind this endpoint changes.
|
||||
*/
|
||||
private collectionDateOf(receipt: any): string {
|
||||
const raw = receipt?.collection_date ?? receipt?.collectionDate;
|
||||
if (Array.isArray(raw) && raw.length >= 3) {
|
||||
const [
|
||||
year,
|
||||
month,
|
||||
day
|
||||
] = raw;
|
||||
return `${year}-${String(month).padStart(2, '0')}-${String(day).padStart(2, '0')}`;
|
||||
}
|
||||
return typeof raw === 'string' ? raw.slice(0, 10) : '';
|
||||
}
|
||||
|
||||
isSelected(id: number): boolean {
|
||||
return this.selectedIds.includes(id);
|
||||
}
|
||||
@@ -107,9 +143,13 @@ export class ApplyCollectionDialogComponent implements OnInit {
|
||||
}
|
||||
|
||||
/**
|
||||
* Resolves the voucher number the member quotes into a receipt. The lookup is not restricted to
|
||||
* this member, so a voucher belonging to somebody else is surfaced here as a clear mismatch
|
||||
* rather than failing later inside apply().
|
||||
* Resolves the voucher number the member quotes into a receipt and adds it to the list.
|
||||
*
|
||||
* The list is deliberately narrow — this member, today, unapplied — so the search is how a
|
||||
* receipt outside that gets settled: one taken yesterday, or one the member holds a slip for that
|
||||
* is quicker to type than to find. The lookup itself is not restricted to this member, so a
|
||||
* voucher belonging to somebody else is surfaced here as a clear mismatch rather than failing
|
||||
* later inside apply().
|
||||
*/
|
||||
lookupVoucher(): void {
|
||||
const voucher = this.voucherNo.trim();
|
||||
@@ -137,9 +177,9 @@ export class ApplyCollectionDialogComponent implements OnInit {
|
||||
this.errorMsg = `Voucher ${voucher} belongs to ${res.client_name}, not the holder of this share account.`;
|
||||
return;
|
||||
}
|
||||
// Show it in the table (replacing any stale copy) and add it to the selection, rather than
|
||||
// replacing what is already ticked — a looked-up voucher is usually the second half of a
|
||||
// part-payment, not a change of mind about the first.
|
||||
// Added to the table (replacing any stale copy) and ticked, unlike the listed receipts which
|
||||
// are left for the clerk: typing a voucher number IS the deliberate choice of that receipt,
|
||||
// so making them tick it again would be asking the same question twice.
|
||||
this.receipts = [
|
||||
res,
|
||||
...this.receipts.filter((r) => r.id !== res.id)
|
||||
@@ -150,6 +190,7 @@ export class ApplyCollectionDialogComponent implements OnInit {
|
||||
res.id
|
||||
];
|
||||
}
|
||||
this.voucherNo = '';
|
||||
});
|
||||
}
|
||||
|
||||
|
||||
@@ -178,14 +178,16 @@
|
||||
{{ txn.amount | currency: currency?.code : 'symbol-narrow' : '1.2-2' }}
|
||||
</td>
|
||||
<td class="col-resolution text-left">
|
||||
@if (isRedeem(txn)) {
|
||||
{{ txn.resolutionNumber || '—' }}
|
||||
<!-- The transaction's own resolution wherever it has one: a redeem always carries
|
||||
one, and so does an additional-share purchase, authorised by its own board
|
||||
meeting rather than the one the account was opened under. Only the original
|
||||
application falls back to the account's resolution, having none of its own. -->
|
||||
@if (txn.resolutionNumber) {
|
||||
{{ txn.resolutionNumber }}
|
||||
@if (txn.meetingDate) {
|
||||
({{ txn.meetingDate | dateFormat }})
|
||||
}
|
||||
} @else {
|
||||
<!-- Purchases are authorised by the share account's own board resolution, which is
|
||||
held on the account rather than the transaction. -->
|
||||
{{ resolutionNumber || '—' }}
|
||||
@if (resolutionDate) {
|
||||
({{ resolutionDate | dateFormat }})
|
||||
|
||||
@@ -14,6 +14,7 @@ import { CurrencyPipe } from '@angular/common';
|
||||
import { MatIcon } from '@angular/material/icon';
|
||||
import { DateFormatPipe } from '../../../pipes/date-format.pipe';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { isSettledShareTransaction } from 'app/shares/share-transactions.util';
|
||||
|
||||
/**
|
||||
* Share Account Passbook — a printable, chronological (oldest-first) ledger of every
|
||||
@@ -81,9 +82,7 @@ export class SharesPassbookTabComponent implements OnInit {
|
||||
this.totalApprovedShares = account.summary?.totalApprovedShares || 0;
|
||||
this.currentMarketPrice = account.currentMarketPrice || 0;
|
||||
|
||||
const transactions = (account.purchasedShares || []).filter(
|
||||
(transaction: any) => transaction.type.value !== 'Charge Payment'
|
||||
);
|
||||
const transactions = (account.purchasedShares || []).filter(isSettledShareTransaction);
|
||||
this.allTransactions = this.recalculateRunningBalances(this.sortAscending(transactions));
|
||||
this.filteredTransactions = [...this.allTransactions];
|
||||
});
|
||||
|
||||
+42
@@ -99,6 +99,48 @@
|
||||
{{ cumulativeDividend | currency: sharesAccountData.currency.code : 'symbol-narrow' }}
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
<!-- The allotments this certificate covers, one row each. A holding is built up over time —
|
||||
the opening subscription, then each further tranche under its own board resolution — and
|
||||
a certificate has to show when each block was allotted, not just the total. -->
|
||||
@if (allotments.length > 0) {
|
||||
<table class="allotment-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="ta-left">Date of Allotment</th>
|
||||
<th class="ta-right">Shares</th>
|
||||
<th class="ta-right">Face Value</th>
|
||||
<th class="ta-left">Share Numbers</th>
|
||||
<th class="ta-left">Resolution No. / Meeting Date</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (row of allotments; track $index) {
|
||||
<tr>
|
||||
<td class="ta-left">{{ row.date | dateFormat }}</td>
|
||||
<td class="ta-right">{{ row.shares }}</td>
|
||||
<td class="ta-right">
|
||||
{{ row.faceValue | currency: sharesAccountData.currency.code : 'symbol-narrow' }}
|
||||
</td>
|
||||
<td class="ta-left">
|
||||
{{ row.shareNumbersFrom.toLocaleString() }} – {{ row.shareNumbersTo.toLocaleString() }}
|
||||
</td>
|
||||
<td class="ta-left">
|
||||
{{ row.resolutionNumber || '—' }}
|
||||
@if (row.meetingDate) {
|
||||
<span class="allotment-meeting">({{ row.meetingDate | dateFormat }})</span>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
}
|
||||
|
||||
<table class="certificate-details-table">
|
||||
<tbody>
|
||||
<tr class="highlight-row">
|
||||
<td colspan="2" class="lbl-col-highlight">TOTAL FACE VALUE</td>
|
||||
<td colspan="2" class="val-col-highlight">
|
||||
|
||||
+48
@@ -206,6 +206,13 @@
|
||||
}
|
||||
|
||||
/* Certificate Data Table */
|
||||
|
||||
/* The details grid and the allotment schedule read as one block, so the gap that used to sit under
|
||||
the details table now sits under whichever table comes last. */
|
||||
.certificate-details-table:not(:last-of-type) {
|
||||
margin-bottom: 0;
|
||||
}
|
||||
|
||||
.certificate-details-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
@@ -250,6 +257,47 @@
|
||||
}
|
||||
}
|
||||
|
||||
/* The allotment schedule — one row per block of shares allotted, in the same paper-and-ink palette
|
||||
as the details grid so it reads as part of the certificate rather than a report pasted into it. */
|
||||
.allotment-table {
|
||||
position: relative;
|
||||
z-index: 2; /* Above the watermark, like the other certificate content. */
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
margin-bottom: 40px;
|
||||
|
||||
th {
|
||||
padding: 8px 12px;
|
||||
border: 1px solid #ede8db;
|
||||
background-color: #f7f5ee;
|
||||
font-size: 11px;
|
||||
font-weight: bold;
|
||||
color: #7b6f63;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.6px;
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 9px 12px;
|
||||
border: 1px solid #ede8db;
|
||||
font-size: 13px;
|
||||
color: #322f2b;
|
||||
}
|
||||
|
||||
.allotment-meeting {
|
||||
color: #7b6f63;
|
||||
font-size: 12px;
|
||||
}
|
||||
|
||||
.ta-left {
|
||||
text-align: left;
|
||||
}
|
||||
|
||||
.ta-right {
|
||||
text-align: right;
|
||||
}
|
||||
}
|
||||
|
||||
/* Certificate Footer Seal / Signatures */
|
||||
.cert-footer {
|
||||
display: flex;
|
||||
|
||||
+75
@@ -61,6 +61,27 @@ export class ShareCertificateDialogComponent implements OnInit {
|
||||
issueDate: Date = new Date();
|
||||
todayDate: Date = new Date();
|
||||
|
||||
/**
|
||||
* One row per approved purchase, oldest first — the allotments this certificate covers.
|
||||
*
|
||||
* A member's holding is built up over time: the opening subscription, then each further tranche,
|
||||
* every one authorised by its own board resolution on its own date. Collapsing that into a single
|
||||
* total and one "Date of Issue" loses exactly what a share certificate exists to record — when
|
||||
* each block of shares was allotted, under which resolution, and which share numbers it covers.
|
||||
* The running range is what lets a member's 20 shares be read as 10 allotted in August and 10 in
|
||||
* September rather than as one undated block.
|
||||
*/
|
||||
allotments: {
|
||||
date: any;
|
||||
shares: number;
|
||||
unitPrice: number;
|
||||
faceValue: number;
|
||||
resolutionNumber: string;
|
||||
meetingDate: any;
|
||||
shareNumbersFrom: number;
|
||||
shareNumbersTo: number;
|
||||
}[] = [];
|
||||
|
||||
ngOnInit() {
|
||||
this.sharesAccountData = this.data.sharesAccountData;
|
||||
this.clientId = String(this.data.clientId);
|
||||
@@ -82,6 +103,18 @@ export class ShareCertificateDialogComponent implements OnInit {
|
||||
const endNum = startNum + approvedShares - 1;
|
||||
this.shareNumbersRange = approvedShares > 0 ? `${startNum.toLocaleString()} – ${endNum.toLocaleString()}` : 'None';
|
||||
|
||||
this.buildAllotments(startNum);
|
||||
|
||||
// The certificate is issued as of the most recent allotment, not the account's activation: a
|
||||
// certificate reprinted after a further tranche covers those shares too, and dating it from
|
||||
// activation would say the later shares were issued before they existed.
|
||||
if (this.allotments.length > 0) {
|
||||
const latest = this.allotments[this.allotments.length - 1];
|
||||
if (latest.date) {
|
||||
this.issueDate = new Date(latest.date);
|
||||
}
|
||||
}
|
||||
|
||||
// Calculate cumulative dividends
|
||||
if (this.sharesAccountData.dividends) {
|
||||
this.cumulativeDividend = this.sharesAccountData.dividends.reduce(
|
||||
@@ -124,6 +157,48 @@ export class ShareCertificateDialogComponent implements OnInit {
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Builds the allotment rows from the account's approved purchases.
|
||||
*
|
||||
* Only approved purchases count. A pending tranche has not been allotted — the board has not
|
||||
* approved it and, on the cash and savings routes alike, the money is still sitting in Share
|
||||
* Sundry — so putting it on a certificate would certify shares the member does not yet hold.
|
||||
* Rejected ones and charge payments are not allotments at all.
|
||||
*
|
||||
* Share numbers run consecutively in purchase order, so each row's range picks up where the last
|
||||
* left off and the ranges together reconcile to the account's total holding.
|
||||
*
|
||||
* @param startNum the first share number of the account's holding.
|
||||
*/
|
||||
private buildAllotments(startNum: number): void {
|
||||
const purchases = (this.sharesAccountData.purchasedShares || [])
|
||||
.filter(
|
||||
(txn: any) => txn?.type?.value === 'Purchase' && txn?.status?.code === 'purchasedSharesStatusType.approved'
|
||||
)
|
||||
.slice()
|
||||
.sort((a: any, b: any) => new Date(a.purchasedDate).getTime() - new Date(b.purchasedDate).getTime());
|
||||
|
||||
let nextShareNumber = startNum;
|
||||
this.allotments = purchases.map((txn: any) => {
|
||||
const shares = Number(txn.numberOfShares) || 0;
|
||||
const unitPrice = Number(txn.purchasedPrice) || 0;
|
||||
const from = nextShareNumber;
|
||||
nextShareNumber += shares;
|
||||
return {
|
||||
date: txn.purchasedDate,
|
||||
shares,
|
||||
unitPrice,
|
||||
faceValue: shares * unitPrice,
|
||||
// The account's own resolution stands in for the opening subscription, which carries none of
|
||||
// its own; each additional tranche has the resolution captured when it was applied for.
|
||||
resolutionNumber: txn.resolutionNumber || this.sharesAccountData.resolutionNumber || '',
|
||||
meetingDate: txn.meetingDate || this.sharesAccountData.resolutionDate || null,
|
||||
shareNumbersFrom: from,
|
||||
shareNumbersTo: from + shares - 1
|
||||
};
|
||||
});
|
||||
}
|
||||
|
||||
formatAddress(addr: any): string {
|
||||
if (!addr) return '';
|
||||
return [
|
||||
|
||||
@@ -62,14 +62,16 @@
|
||||
<ng-container matColumnDef="resolutionMeeting">
|
||||
<th mat-header-cell *matHeaderCellDef>Resolution No. / Meeting Date</th>
|
||||
<td mat-cell *matCellDef="let transaction">
|
||||
@if (transaction.type.value === 'Redeem') {
|
||||
{{ transaction.resolutionNumber || '—' }}
|
||||
<!-- The transaction's own resolution wherever it has one: a redeem always carries one, and
|
||||
so does an additional-share purchase, which is authorised by its own board meeting
|
||||
rather than the one the account was opened under. Only the original application falls
|
||||
back to the account's resolution, having none of its own. -->
|
||||
@if (transaction.resolutionNumber) {
|
||||
{{ transaction.resolutionNumber }}
|
||||
@if (transaction.meetingDate) {
|
||||
({{ transaction.meetingDate | dateFormat }})
|
||||
}
|
||||
} @else {
|
||||
<!-- Purchases are authorised by the share account's own board resolution, which is held
|
||||
on the account rather than the transaction. -->
|
||||
{{ shareAccountData.resolutionNumber || '—' }}
|
||||
@if (shareAccountData.resolutionDate) {
|
||||
({{ shareAccountData.resolutionDate | dateFormat }})
|
||||
|
||||
@@ -24,6 +24,7 @@ import {
|
||||
import { ActivatedRoute } from '@angular/router';
|
||||
import { DateFormatPipe } from '../../../pipes/date-format.pipe';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { isSettledShareTransaction } from 'app/shares/share-transactions.util';
|
||||
|
||||
/**
|
||||
* Transactions Tab Component.
|
||||
@@ -78,7 +79,7 @@ export class TransactionsTabComponent implements OnInit {
|
||||
this.route.parent.data.subscribe((data: { sharesAccountData: any }) => {
|
||||
this.shareAccountData = data.sharesAccountData;
|
||||
this.transactionsData = this.shareAccountData.purchasedShares
|
||||
.filter((transaction: any) => transaction.type.value !== 'Charge Payment')
|
||||
.filter(isSettledShareTransaction)
|
||||
.slice()
|
||||
.sort((a: any, b: any) => new Date(a.purchasedDate).getTime() - new Date(b.purchasedDate).getTime());
|
||||
|
||||
|
||||
@@ -122,6 +122,21 @@ export class SharesService {
|
||||
return this.http.post(`/accounts/share/${accountId}`, data, { params: httpParams });
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether a new additional-share tranche can be funded from the member's linked savings.
|
||||
*
|
||||
* Tranche-scoped, unlike `/sharesavingsdebit/eligibility`: that one values an account's first
|
||||
* application by summing every purchase on the account, which for a further tranche would quote
|
||||
* the member's whole holding history and call an already-settled account ineligible.
|
||||
*
|
||||
* @returns {Observable<any>} `{ eligible, reason, requestedShares, unitPrice, amount,
|
||||
* savingsAccountNo, savingsBalance }`.
|
||||
*/
|
||||
getAdditionalSharesSavingsEligibility(accountId: string, requestedShares: number): Observable<any> {
|
||||
const httpParams = new HttpParams().set('requestedShares', String(requestedShares));
|
||||
return this.http.get(`/shareaccounts/${accountId}/additionalshares/savings-eligibility`, { params: httpParams });
|
||||
}
|
||||
|
||||
/**
|
||||
* @param {string} accountId Shares Account Id.
|
||||
* @param {any} data Details edit payload.
|
||||
@@ -146,6 +161,19 @@ export class SharesService {
|
||||
return this.http.get(`/shareaccounts/edit/pending`);
|
||||
}
|
||||
|
||||
/**
|
||||
* Share accounts submitted and awaiting a checker's approval.
|
||||
*
|
||||
* Its own endpoint rather than `/accounts/share`, which only lists ACTIVE accounts and returns the
|
||||
* whole account graph per row; this returns just the member, product, requested shares and value a
|
||||
* checker decides on.
|
||||
*
|
||||
* @returns {Observable<any>} One row per pending account.
|
||||
*/
|
||||
getPendingShareAccounts(): Observable<any> {
|
||||
return this.http.get('/shareaccounts/pending');
|
||||
}
|
||||
|
||||
/**
|
||||
* @param {string} accountId Shares Account Id.
|
||||
* @returns {Observable<any>}
|
||||
|
||||
+107
@@ -0,0 +1,107 @@
|
||||
<!--
|
||||
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="psa-tab-content">
|
||||
@if (showData) {
|
||||
<div class="psa-action-bar">
|
||||
<mat-form-field appearance="outline" class="psa-search-field">
|
||||
<mat-icon matPrefix>search</mat-icon>
|
||||
<input
|
||||
#filterInput
|
||||
matInput
|
||||
placeholder="Search by account number, member or product"
|
||||
(keyup)="applyFilter(filterInput.value)"
|
||||
/>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<div class="table-container">
|
||||
<table mat-table [dataSource]="dataSource" class="modern-table">
|
||||
<ng-container matColumnDef="accountNo">
|
||||
<th mat-header-cell *matHeaderCellDef>Account No.</th>
|
||||
<td mat-cell *matCellDef="let account" class="psa-mono">{{ account.accountNo }}</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="clientName">
|
||||
<th mat-header-cell *matHeaderCellDef>Member</th>
|
||||
<td mat-cell *matCellDef="let account">
|
||||
{{ account.clientName }}
|
||||
@if (account.officeName) {
|
||||
<div class="psa-sub">{{ account.officeName }}</div>
|
||||
}
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="productName">
|
||||
<th mat-header-cell *matHeaderCellDef>Product</th>
|
||||
<td mat-cell *matCellDef="let account">{{ account.productName }}</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="requestedShares">
|
||||
<th mat-header-cell *matHeaderCellDef class="ta-right">Shares</th>
|
||||
<td mat-cell *matCellDef="let account" class="ta-right psa-num">{{ account.requestedShares }}</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="requestedAmount">
|
||||
<th mat-header-cell *matHeaderCellDef class="ta-right">Amount</th>
|
||||
<td mat-cell *matCellDef="let account" class="ta-right psa-num">
|
||||
{{ account.requestedAmount | number: '1.2-2' }}
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<!-- The board resolution the subscription was authorised under. A checker approving share
|
||||
capital is confirming that authority exists, so it belongs in the row. -->
|
||||
<ng-container matColumnDef="resolution">
|
||||
<th mat-header-cell *matHeaderCellDef>Resolution</th>
|
||||
<td mat-cell *matCellDef="let account">
|
||||
{{ account.resolutionNumber || '—' }}
|
||||
@if (account.resolutionDate) {
|
||||
<div class="psa-sub">{{ formatDate(account.resolutionDate) }}</div>
|
||||
}
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="submittedDate">
|
||||
<th mat-header-cell *matHeaderCellDef>Submitted</th>
|
||||
<td mat-cell *matCellDef="let account">
|
||||
{{ formatDate(account.submittedDate) }}
|
||||
@if (account.submittedByUsername) {
|
||||
<div class="psa-sub">by {{ account.submittedByUsername }}</div>
|
||||
}
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="actions">
|
||||
<th mat-header-cell *matHeaderCellDef>Actions</th>
|
||||
<td mat-cell *matCellDef="let account">
|
||||
<button mat-stroked-button class="psa-btn psa-btn-view" (click)="viewAccount(account)">
|
||||
<fa-icon icon="eye" class="m-r-10"></fa-icon>View
|
||||
</button>
|
||||
<button mat-stroked-button class="psa-btn psa-btn-approve" (click)="approve(account)">
|
||||
<fa-icon icon="check" class="m-r-10"></fa-icon>Approve
|
||||
</button>
|
||||
<button mat-stroked-button class="psa-btn psa-btn-reject" (click)="reject(account)">
|
||||
<fa-icon icon="ban" class="m-r-10"></fa-icon>Reject
|
||||
</button>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<tr mat-header-row *matHeaderRowDef="displayedColumns"></tr>
|
||||
<tr mat-row *matRowDef="let row; columns: displayedColumns" class="table-row"></tr>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!showData) {
|
||||
<div class="empty-state">
|
||||
<fa-icon icon="hourglass-half" class="empty-icon"></fa-icon>
|
||||
<p class="empty-title">No pending share accounts</p>
|
||||
<p class="empty-text">There are no share accounts awaiting approval at this time.</p>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
+128
@@ -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/.
|
||||
*/
|
||||
|
||||
$border: #e2e8f0;
|
||||
$text-muted: #64748b;
|
||||
|
||||
.psa-tab-content {
|
||||
padding: 16px 0;
|
||||
}
|
||||
|
||||
.psa-action-bar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
margin-bottom: 16px;
|
||||
flex-wrap: wrap;
|
||||
}
|
||||
|
||||
.psa-search-field {
|
||||
flex: 1;
|
||||
min-width: 200px;
|
||||
max-width: 340px;
|
||||
}
|
||||
|
||||
.psa-btn {
|
||||
font-size: 11.5px;
|
||||
font-weight: 600;
|
||||
border-radius: 8px !important;
|
||||
height: 32px;
|
||||
padding: 0 10px;
|
||||
margin-right: 6px;
|
||||
|
||||
fa-icon {
|
||||
margin-right: 4px;
|
||||
font-size: 11px;
|
||||
}
|
||||
}
|
||||
|
||||
.psa-btn-view {
|
||||
border-color: #2563eb;
|
||||
color: #2563eb;
|
||||
|
||||
&:hover {
|
||||
background: #eff6ff;
|
||||
}
|
||||
}
|
||||
|
||||
.psa-btn-approve {
|
||||
border-color: #16a34a;
|
||||
color: #16a34a;
|
||||
|
||||
&:hover {
|
||||
background: #f0fdf4;
|
||||
}
|
||||
}
|
||||
|
||||
.psa-btn-reject {
|
||||
border-color: #dc2626;
|
||||
color: #dc2626;
|
||||
|
||||
&:hover {
|
||||
background: #fef2f2;
|
||||
}
|
||||
}
|
||||
|
||||
.psa-mono {
|
||||
font-family: 'Courier New', monospace;
|
||||
}
|
||||
|
||||
/* Tabular figures so share counts and amounts line up digit for digit down their columns — a queue
|
||||
is scanned, and two subscriptions of very different sizes should look different at a glance. */
|
||||
.psa-num {
|
||||
font-variant-numeric: tabular-nums;
|
||||
font-weight: 500;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
/* The second line in a cell — branch under the member, meeting date under the resolution number,
|
||||
who submitted it under the date. Kept with the value it qualifies rather than given a column of
|
||||
its own, which would make an already wide table wider for something read together anyway. */
|
||||
.psa-sub {
|
||||
font-size: 11px;
|
||||
color: $text-muted;
|
||||
margin-top: 2px;
|
||||
}
|
||||
|
||||
.ta-right {
|
||||
text-align: right;
|
||||
}
|
||||
|
||||
.empty-state {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
padding: 60px 24px;
|
||||
background: #fff;
|
||||
border: 1px dashed $border;
|
||||
border-radius: 14px;
|
||||
text-align: center;
|
||||
margin: 16px 0;
|
||||
|
||||
.empty-icon {
|
||||
font-size: 42px;
|
||||
color: #cbd5e1;
|
||||
margin-bottom: 14px;
|
||||
}
|
||||
|
||||
.empty-title {
|
||||
margin: 0 0 4px;
|
||||
font-size: 15px;
|
||||
font-weight: 700;
|
||||
color: #0d1b2a;
|
||||
}
|
||||
|
||||
.empty-text {
|
||||
margin: 0;
|
||||
font-size: 12.5px;
|
||||
color: $text-muted;
|
||||
max-width: 380px;
|
||||
line-height: 1.5;
|
||||
}
|
||||
}
|
||||
+192
@@ -0,0 +1,192 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
import { Component, inject } from '@angular/core';
|
||||
import { ActivatedRoute, Router } from '@angular/router';
|
||||
import { DecimalPipe } from '@angular/common';
|
||||
import {
|
||||
MatTableDataSource,
|
||||
MatTable,
|
||||
MatColumnDef,
|
||||
MatHeaderCellDef,
|
||||
MatHeaderCell,
|
||||
MatCellDef,
|
||||
MatCell,
|
||||
MatHeaderRowDef,
|
||||
MatHeaderRow,
|
||||
MatRowDef,
|
||||
MatRow
|
||||
} from '@angular/material/table';
|
||||
import { MatDialog } from '@angular/material/dialog';
|
||||
import { MatIcon } from '@angular/material/icon';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
|
||||
import { SharesService } from 'app/shares/shares.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/confirmation-dialog.component';
|
||||
import { FormDialogComponent } from 'app/shared/form-dialog/form-dialog.component';
|
||||
import { FormfieldBase } from 'app/shared/form-dialog/formfield/model/formfield-base';
|
||||
import { InputBase } from 'app/shared/form-dialog/formfield/model/input-base';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/**
|
||||
* Checker-facing list of share accounts submitted and awaiting approval.
|
||||
*
|
||||
* Mirrors PendingShareAccountEditsComponent's list + approve/reject pattern, but for whole accounts
|
||||
* rather than edits to one. Shows what the decision turns on — the member, the product, how many
|
||||
* shares they have subscribed for and what that comes to, and the board resolution behind it — so a
|
||||
* checker can act from the list instead of opening every account to find out what it is.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-pending-share-accounts',
|
||||
templateUrl: './pending-share-accounts.component.html',
|
||||
styleUrls: ['./pending-share-accounts.component.scss'],
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
FaIconComponent,
|
||||
MatTable,
|
||||
MatColumnDef,
|
||||
MatHeaderCellDef,
|
||||
MatHeaderCell,
|
||||
MatCellDef,
|
||||
MatCell,
|
||||
MatHeaderRowDef,
|
||||
MatHeaderRow,
|
||||
MatRowDef,
|
||||
MatRow,
|
||||
MatIcon,
|
||||
DecimalPipe
|
||||
]
|
||||
})
|
||||
export class PendingShareAccountsComponent {
|
||||
private route = inject(ActivatedRoute);
|
||||
private router = inject(Router);
|
||||
private dialog = inject(MatDialog);
|
||||
private sharesService = inject(SharesService);
|
||||
private settingsService = inject(SettingsService);
|
||||
private dateUtils = inject(Dates);
|
||||
|
||||
dataSource: MatTableDataSource<any>;
|
||||
showData = false;
|
||||
|
||||
displayedColumns: string[] = [
|
||||
'accountNo',
|
||||
'clientName',
|
||||
'productName',
|
||||
'requestedShares',
|
||||
'requestedAmount',
|
||||
'resolution',
|
||||
'submittedDate',
|
||||
'actions'
|
||||
];
|
||||
|
||||
constructor() {
|
||||
this.route.data.subscribe((data: { pendingShareAccountsData: any }) => {
|
||||
const items = data.pendingShareAccountsData || [];
|
||||
this.showData = items.length > 0;
|
||||
this.dataSource = new MatTableDataSource(items);
|
||||
});
|
||||
}
|
||||
|
||||
applyFilter(filterValue: string = '') {
|
||||
this.dataSource.filter = filterValue.trim().toLowerCase();
|
||||
}
|
||||
|
||||
/**
|
||||
* A date from the API rendered readably, whether it arrives as a string or as Fineract's
|
||||
* {@code [yyyy, m, d]} array.
|
||||
*/
|
||||
formatDate(date: any): string {
|
||||
if (!date) {
|
||||
return '';
|
||||
}
|
||||
const d = Array.isArray(date) ? new Date(date[0], date[1] - 1, date[2]) : new Date(date);
|
||||
return isNaN(d.getTime()) ? String(date) : d.toLocaleDateString('en-IN');
|
||||
}
|
||||
|
||||
/** Opens the account itself, for a checker who wants more than the row shows. */
|
||||
viewAccount(account: any): void {
|
||||
this.router.navigate([
|
||||
'/clients',
|
||||
account.clientId,
|
||||
'shares-accounts',
|
||||
account.shareAccountId
|
||||
]);
|
||||
}
|
||||
|
||||
approve(account: any): void {
|
||||
const dialogRef = this.dialog.open(ConfirmationDialogComponent, {
|
||||
data: {
|
||||
heading: 'Approve Share Account',
|
||||
dialogContext:
|
||||
`Approve share account "${account.accountNo}" for ${account.clientName} — ` +
|
||||
`${account.requestedShares} shares at ${account.requestedAmount}?`,
|
||||
type: 'basic'
|
||||
}
|
||||
});
|
||||
dialogRef.afterClosed().subscribe((response: any) => {
|
||||
if (response?.confirm) {
|
||||
// The approval date is the business date rather than the checker's choice: this queue is for
|
||||
// clearing a submission, and a date field per row would be four extra clicks to type what
|
||||
// the system already knows.
|
||||
const data = {
|
||||
approvedDate: this.dateUtils.formatDate(this.settingsService.businessDate, this.settingsService.dateFormat),
|
||||
dateFormat: this.settingsService.dateFormat,
|
||||
locale: this.settingsService.language.code
|
||||
};
|
||||
this.sharesService
|
||||
.executeSharesAccountCommand(account.shareAccountId, 'approve', data)
|
||||
.subscribe(() => this.reload());
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
reject(account: any): void {
|
||||
const formfields: FormfieldBase[] = [
|
||||
new InputBase({
|
||||
controlName: 'rejectReason',
|
||||
label: 'Reason for rejection',
|
||||
value: '',
|
||||
type: 'text',
|
||||
required: false
|
||||
})
|
||||
];
|
||||
const dialogRef = this.dialog.open(FormDialogComponent, {
|
||||
data: {
|
||||
title: `Reject Share Account ${account.accountNo}`,
|
||||
formfields
|
||||
}
|
||||
});
|
||||
dialogRef.afterClosed().subscribe((response: any) => {
|
||||
if (response?.data) {
|
||||
// The reason is recorded as a note rather than dropped: a rejected subscription is the one a
|
||||
// member is most likely to come back and ask about.
|
||||
const data: any = {
|
||||
rejectedDate: this.dateUtils.formatDate(this.settingsService.businessDate, this.settingsService.dateFormat),
|
||||
dateFormat: this.settingsService.dateFormat,
|
||||
locale: this.settingsService.language.code
|
||||
};
|
||||
const reason = response.data.value?.rejectReason?.trim();
|
||||
if (reason) {
|
||||
data.note = reason;
|
||||
}
|
||||
this.sharesService
|
||||
.executeSharesAccountCommand(account.shareAccountId, 'reject', data)
|
||||
.subscribe(() => this.reload());
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
reload(): void {
|
||||
const url = this.router.url;
|
||||
this.router
|
||||
.navigateByUrl('/checker-inbox-and-tasks', { skipLocationChange: true })
|
||||
.then(() => this.router.navigate([url]));
|
||||
}
|
||||
}
|
||||
@@ -90,6 +90,17 @@
|
||||
<fa-icon icon="edit" class="ac-tab__ic"></fa-icon>
|
||||
<span>Pending Account Edits</span>
|
||||
</a>
|
||||
<!-- New share accounts awaiting approval. Next to Pending Share Account Edits, since the two are
|
||||
the share equivalents of Pending Account and Pending Account Edits. -->
|
||||
<a
|
||||
class="ac-tab"
|
||||
routerLink="./pending-share-accounts"
|
||||
routerLinkActive="ac-tab--active"
|
||||
*mifosxHasPermission="'ALL_FUNCTIONS_READ'"
|
||||
>
|
||||
<fa-icon icon="hourglass-half" class="ac-tab__ic"></fa-icon>
|
||||
<span>Pending Share Accounts</span>
|
||||
</a>
|
||||
<a
|
||||
class="ac-tab"
|
||||
routerLink="./pending-share-account-edits"
|
||||
|
||||
@@ -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/.
|
||||
*/
|
||||
|
||||
import { Injectable, inject } from '@angular/core';
|
||||
import { Resolve } from '@angular/router';
|
||||
import { Observable, of } from 'rxjs';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { SharesService } from 'app/shares/shares.service';
|
||||
|
||||
/**
|
||||
* Resolves the share accounts awaiting a checker's approval, for the Pending Share Accounts screen.
|
||||
*
|
||||
* An empty list on failure rather than a propagated error: this feeds one tab among many, and a
|
||||
* failing endpoint should leave that tab empty rather than block the whole Approvals screen from
|
||||
* loading.
|
||||
*/
|
||||
@Injectable()
|
||||
export class GetPendingShareAccounts implements Resolve<any> {
|
||||
private sharesService = inject(SharesService);
|
||||
|
||||
resolve(): Observable<any> {
|
||||
return this.sharesService.getPendingShareAccounts().pipe(catchError(() => of([])));
|
||||
}
|
||||
}
|
||||
@@ -33,6 +33,7 @@ import { PendingSavingsProductsComponent } from './checker-inbox-and-tasks-tabs/
|
||||
import { ChequebookRequestsComponent } from './checker-inbox-and-tasks-tabs/chequebook-requests/chequebook-requests.component';
|
||||
import { PendingSavingsAccountEditsComponent } from './checker-inbox-and-tasks-tabs/pending-savings-account-edits/pending-savings-account-edits.component';
|
||||
import { PendingShareAccountEditsComponent } from './checker-inbox-and-tasks-tabs/pending-share-account-edits/pending-share-account-edits.component';
|
||||
import { PendingShareAccountsComponent } from './checker-inbox-and-tasks-tabs/pending-share-accounts/pending-share-accounts.component';
|
||||
import { PendingClientEditsComponent } from './checker-inbox-and-tasks-tabs/pending-client-edits/pending-client-edits.component';
|
||||
import { ViewCheckerInboxComponent } from './view-checker-inbox/view-checker-inbox.component';
|
||||
|
||||
@@ -51,6 +52,7 @@ import { GetPendingSavingsProducts } from './common-resolvers/getPendingSavingsP
|
||||
import { GetPendingSavingsAccountEdits } from './common-resolvers/getPendingSavingsAccountEdits.resolver';
|
||||
import { GetPendingCurrentAccountEdits } from './common-resolvers/getPendingCurrentAccountEdits.resolver';
|
||||
import { GetPendingShareAccountEdits } from './common-resolvers/getPendingShareAccountEdits.resolver';
|
||||
import { GetPendingShareAccounts } from './common-resolvers/getPendingShareAccounts.resolver';
|
||||
|
||||
/** Tasks Routes */
|
||||
const routes: Routes = [
|
||||
@@ -144,6 +146,14 @@ const routes: Routes = [
|
||||
path: 'pending-current-account-edits',
|
||||
redirectTo: 'pending-savings-account-edits'
|
||||
},
|
||||
{
|
||||
path: 'pending-share-accounts',
|
||||
component: PendingShareAccountsComponent,
|
||||
data: { title: 'Pending Share Accounts' },
|
||||
resolve: {
|
||||
pendingShareAccountsData: GetPendingShareAccounts
|
||||
}
|
||||
},
|
||||
{
|
||||
path: 'pending-share-account-edits',
|
||||
component: PendingShareAccountEditsComponent,
|
||||
@@ -264,7 +274,8 @@ const routes: Routes = [
|
||||
GetPendingSavingsProducts,
|
||||
GetPendingSavingsAccountEdits,
|
||||
GetPendingCurrentAccountEdits,
|
||||
GetPendingShareAccountEdits
|
||||
GetPendingShareAccountEdits,
|
||||
GetPendingShareAccounts
|
||||
]
|
||||
})
|
||||
export class TasksRoutingModule {}
|
||||
|
||||
@@ -2598,6 +2598,7 @@
|
||||
"Payment Allocation Rule": "Payment Allocation Rule",
|
||||
"Payment Details": "Payment Details",
|
||||
"Payment Due At": "Payment Due At",
|
||||
"Payment Option": "Payment Option",
|
||||
"Payment Type": "Payment Type",
|
||||
"Payment Type Id": "Payment Type Id",
|
||||
"Payment due as of": "Payment due as of",
|
||||
|
||||
@@ -9,8 +9,8 @@
|
||||
/* tslint:disable */
|
||||
export default {
|
||||
'mifos_x': {
|
||||
'version': '260825',
|
||||
'hash': '7ef75c90'
|
||||
'version': '260827',
|
||||
'hash': '1273bdbe'
|
||||
},
|
||||
'allow_switching_backend_instance': true
|
||||
};
|
||||
|
||||
Reference in New Issue
Block a user