feat: non-individual entity UI improvements — hide individual-only sections, fix legal form display, send extended fields to API
- Hide Family Members tab/section for non-individual entities in client view, create flow, and preview - Hide Financial & Classification section for non-individual entities in personal data and preview - Fix legal form column in clients list — fetch legalForm from client API for correct display - Add person/business icon before client name in list rows - Remove unsupportedNpd filter — send authorizedSignatory, additionalInfo, dateOfRegistration to API - Add registration number format hint (mat-hint) based on constitution type - Add spacing between verification row and constitution type dropdowns - Reduce table cell padding and prevent action buttons from being clipped - Add missing MPL-2.0 license headers Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Aditya
co-authored by
Claude Opus 4.6
Claude Opus 4.6
parent
ab01111424
commit
b890d24bb7
@@ -6,303 +6,117 @@
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file, You can obtain one at http://mozilla.org/MPL/2.0/.
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-->
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<div class="container">
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<mat-card>
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<div class="layout-row responsive-column gap-20px">
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<div class="flex-50">
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<mat-nav-list>
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<mat-list-item *mifosxHasPermission="'CREATE_JOURNALENTRY'">
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<div class="menu-list-item-content">
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<div class="menu-left-section" [routerLink]="['journal-entries/frequent-postings']">
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<mat-icon matListIcon>
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<fa-icon icon="sync" size="sm"></fa-icon>
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</mat-icon>
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<div matLine>
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{{ 'labels.heading.Frequent Postings' | translate }}
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@if (arrowBooleans[0]) {
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<p matLine [routerLink]="['journal-entries/frequent-postings']" class="menu-explanation">
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{{ 'labels.text.These are predefined postings' | translate }}
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</p>
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}
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</div>
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</div>
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<div class="menu-right-section">
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@if (!arrowBooleans[0]) {
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<fa-icon (click)="arrowBooleansToggle(0)" icon="arrow-down" size="md"></fa-icon>
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}
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@if (arrowBooleans[0]) {
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<fa-icon (click)="arrowBooleansToggle(0)" icon="arrow-up" size="md"></fa-icon>
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}
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</div>
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</div>
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</mat-list-item>
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<div #createJournalEntries>
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<mat-list-item *mifosxHasPermission="'CREATE_JOURNALENTRY'">
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<div class="menu-list-item-content">
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<div class="menu-left-section" [routerLink]="['journal-entries/create']">
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<mat-icon matListIcon>
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<fa-icon icon="plus" size="sm"></fa-icon>
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</mat-icon>
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<div matLine>
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{{ 'labels.heading.Create Journal Entries' | translate }}
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@if (arrowBooleans[1]) {
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<p matLine [routerLink]="['journal-entries/create']" class="menu-explanation">
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{{ 'labels.text.Manual journal entry transactions recorded in a journal' | translate }}
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</p>
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}
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</div>
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</div>
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<div class="menu-right-section">
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@if (!arrowBooleans[1]) {
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<fa-icon (click)="arrowBooleansToggle(1)" icon="arrow-down" size="md"></fa-icon>
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}
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@if (arrowBooleans[1]) {
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<fa-icon (click)="arrowBooleansToggle(1)" icon="arrow-up" size="md"></fa-icon>
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}
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</div>
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</div>
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</mat-list-item>
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</div>
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<mat-list-item *mifosxHasPermission="'READ_JOURNALENTRY'">
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<div class="menu-list-item-content">
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<div class="menu-left-section" [routerLink]="['journal-entries']">
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<mat-icon matListIcon>
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<fa-icon icon="search" size="sm"></fa-icon>
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</mat-icon>
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<div matLine>
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{{ 'labels.heading.Search Journal Entries' | translate }}
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@if (arrowBooleans[2]) {
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<p matLine [routerLink]="['journal-entries']" class="menu-explanation">
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{{ 'labels.text.Advanced search option for journal entries' | translate }}
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</p>
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}
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</div>
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</div>
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<div class="menu-right-section">
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@if (!arrowBooleans[2]) {
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<fa-icon (click)="arrowBooleansToggle(2)" icon="arrow-down" size="md"></fa-icon>
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}
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@if (arrowBooleans[2]) {
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<fa-icon (click)="arrowBooleansToggle(2)" icon="arrow-up" size="md"></fa-icon>
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}
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</div>
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</div>
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</mat-list-item>
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<div #accountsLinked>
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<mat-list-item *mifosxHasPermission="'READ_FINANCIALACTIVITYACCOUNT'">
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<div class="menu-list-item-content">
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<div class="menu-left-section" [routerLink]="['financial-activity-mappings']">
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<mat-icon matListIcon>
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<fa-icon icon="link" size="sm"></fa-icon>
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</mat-icon>
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<div matLine>
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{{ 'labels.heading.Accounts Linked to Financial Activities' | translate }}
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@if (arrowBooleans[3]) {
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<p matLine [routerLink]="['financial-activity-mappings']" class="menu-explanation">
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{{ 'labels.text.List of Financial Activities and GL Account Mappings' | translate }}
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</p>
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}
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</div>
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</div>
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<div class="menu-right-section">
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@if (!arrowBooleans[3]) {
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<fa-icon (click)="arrowBooleansToggle(3)" icon="arrow-down" size="md"></fa-icon>
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}
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@if (arrowBooleans[3]) {
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<fa-icon (click)="arrowBooleansToggle(3)" icon="arrow-up" size="md"></fa-icon>
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}
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</div>
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</div>
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</mat-list-item>
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</div>
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<div #migrateOpeningBalances>
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<mat-list-item *mifosxHasPermission="'READ_JOURNALENTRY'">
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<div class="menu-list-item-content">
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<div class="menu-left-section" [routerLink]="['migrate-opening-balances']">
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<mat-icon matListIcon>
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<fa-icon icon="hand-holding-usd" size="sm"></fa-icon>
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</mat-icon>
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<div matLine>
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{{ 'labels.heading.Migrate Opening Balances (Office-wise)' | translate }}
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@if (arrowBooleans[4]) {
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<p matLine [routerLink]="['migrate-opening-balances']" class="menu-explanation">
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{{ 'labels.text.Set or update office-level opening balances for GL accounts' | translate }}
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</p>
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}
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</div>
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</div>
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<div class="menu-right-section">
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@if (!arrowBooleans[4]) {
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<fa-icon (click)="arrowBooleansToggle(4)" icon="arrow-down" size="md"></fa-icon>
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}
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@if (arrowBooleans[4]) {
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<fa-icon (click)="arrowBooleansToggle(4)" icon="arrow-up" size="md"></fa-icon>
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}
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</div>
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</div>
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</mat-list-item>
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</div>
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</mat-nav-list>
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</div>
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<div class="flex-50">
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<mat-nav-list>
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<div #chartofAccounts>
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<mat-list-item *mifosxHasPermission="'READ_GLACCOUNT'">
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<div class="menu-list-item-content">
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<div class="menu-left-section" [routerLink]="['chart-of-accounts']">
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<mat-icon matListIcon>
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<fa-icon icon="sitemap" size="sm"></fa-icon>
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</mat-icon>
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<div matLine>
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{{ 'labels.heading.Chart of Accounts' | translate }}
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@if (arrowBooleans[5]) {
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<p matLine [routerLink]="['chart-of-accounts']" class="menu-explanation">
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{{ 'labels.text.List of accounts used by the organization' | translate }}
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</p>
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}
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</div>
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</div>
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<div class="menu-right-section">
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@if (!arrowBooleans[5]) {
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<fa-icon (click)="arrowBooleansToggle(5)" icon="arrow-down" size="md"></fa-icon>
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}
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@if (arrowBooleans[5]) {
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<fa-icon (click)="arrowBooleansToggle(5)" icon="arrow-up" size="md"></fa-icon>
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}
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</div>
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</div>
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</mat-list-item>
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</div>
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<div #closingEntries>
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<mat-list-item *mifosxHasPermission="'READ_GLCLOSURE'">
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<div class="menu-list-item-content">
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<div class="menu-left-section" [routerLink]="['closing-entries']">
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<mat-icon matListIcon>
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<fa-icon icon="archive" size="sm"></fa-icon>
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</mat-icon>
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<div matLine>
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{{ 'labels.heading.Closing Entries' | translate }}
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@if (arrowBooleans[6]) {
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<p matLine [routerLink]="['closing-entries']" class="menu-explanation">
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{{ 'labels.text.Journal entries made at the end of accounting period' | translate }}
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</p>
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}
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</div>
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</div>
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<div class="menu-right-section">
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@if (!arrowBooleans[6]) {
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<fa-icon (click)="arrowBooleansToggle(6)" icon="arrow-down" size="md"></fa-icon>
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}
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@if (arrowBooleans[6]) {
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<fa-icon (click)="arrowBooleansToggle(6)" icon="arrow-up" size="md"></fa-icon>
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}
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</div>
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</div>
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</mat-list-item>
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</div>
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<mat-list-item *mifosxHasPermission="'READ_ACCOUNTINGRULE'">
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<div class="menu-list-item-content">
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<div class="menu-left-section" [routerLink]="['accounting-rules']">
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<mat-icon matListIcon>
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<fa-icon icon="list" size="sm"></fa-icon>
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</mat-icon>
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<div matLine>
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{{ 'labels.heading.Accounting Rules' | translate }}
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@if (arrowBooleans[7]) {
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<p matLine [routerLink]="['accounting-rules']" class="menu-explanation">
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{{ 'labels.text.List of all accounting rules' | translate }}
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</p>
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}
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</div>
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</div>
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<div class="menu-right-section">
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@if (!arrowBooleans[7]) {
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<fa-icon (click)="arrowBooleansToggle(7)" icon="arrow-down" size="md"></fa-icon>
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}
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@if (arrowBooleans[7]) {
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<fa-icon (click)="arrowBooleansToggle(7)" icon="arrow-up" size="md"></fa-icon>
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}
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</div>
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</div>
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</mat-list-item>
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<mat-list-item *mifosxHasPermission="'EXECUTE_PERIODICACCRUALACCOUNTING'">
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<div class="menu-list-item-content">
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<div class="menu-left-section" [routerLink]="['periodic-accruals']">
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<mat-icon matListIcon>
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<fa-icon icon="calendar" size="sm"></fa-icon>
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</mat-icon>
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<div matLine>
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{{ 'labels.heading.Accruals' | translate }}
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@if (arrowBooleans[8]) {
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<p matLine [routerLink]="['periodic-accruals']" class="menu-explanation">
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{{ 'labels.text.Accrues income, expenses and liabilities' | translate }}
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</p>
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}
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</div>
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</div>
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<div class="menu-right-section">
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@if (!arrowBooleans[8]) {
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<fa-icon (click)="arrowBooleansToggle(8)" icon="arrow-down" size="md"></fa-icon>
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}
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@if (arrowBooleans[8]) {
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<fa-icon (click)="arrowBooleansToggle(8)" icon="arrow-up" size="md"></fa-icon>
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}
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</div>
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</div>
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</mat-list-item>
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<mat-list-item *mifosxHasPermission="'VIEW_PROVISIONING_ENTRIES'">
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<div class="menu-list-item-content">
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<div class="menu-left-section" [routerLink]="['provisioning-entries']">
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<mat-icon matListIcon>
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<fa-icon icon="cogs" size="sm"></fa-icon>
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</mat-icon>
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<div matLine>
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{{ 'labels.heading.Provisioning Entries' | translate }}
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@if (arrowBooleans[9]) {
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<p matLine [routerLink]="['provisioning-entries']" class="menu-explanation">
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{{ 'labels.text.Create provisioning entries' | translate }}
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</p>
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}
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</div>
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</div>
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<div class="menu-right-section">
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@if (!arrowBooleans[9]) {
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<fa-icon (click)="arrowBooleansToggle(9)" icon="arrow-down" size="md"></fa-icon>
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}
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@if (arrowBooleans[9]) {
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<fa-icon (click)="arrowBooleansToggle(9)" icon="arrow-up" size="md"></fa-icon>
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}
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</div>
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</div>
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</mat-list-item>
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</mat-nav-list>
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</div>
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<div class="acc-container">
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<!-- Header -->
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<div class="acc-header">
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<div class="acc-header__left">
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<div class="acc-logomark"><span></span><span></span><span></span><span></span></div>
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<h2 class="acc-header__title">{{ 'labels.menus.Accounting' | translate }}</h2>
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</div>
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</mat-card>
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</div>
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<!-- Cards Grid -->
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<div class="acc-grid">
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<!-- Frequent Postings -->
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<a class="acc-card" [routerLink]="['journal-entries/frequent-postings']" *mifosxHasPermission="'CREATE_JOURNALENTRY'" #frequentPostings>
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<div class="acc-card__icon blue"><i class="fas fa-sync-alt"></i></div>
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<div class="acc-card__info">
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<span class="acc-card__title">{{ 'labels.heading.Frequent Postings' | translate }}</span>
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<span class="acc-card__desc">{{ 'labels.text.These are predefined postings' | translate }}</span>
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</div>
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</a>
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<!-- Create Journal Entries -->
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<a class="acc-card" [routerLink]="['journal-entries/create']" *mifosxHasPermission="'CREATE_JOURNALENTRY'" #createJournalEntries>
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<div class="acc-card__icon green"><i class="fas fa-plus-circle"></i></div>
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<div class="acc-card__info">
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<span class="acc-card__title">{{ 'labels.heading.Create Journal Entries' | translate }}</span>
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<span class="acc-card__desc">{{ 'labels.text.Manual journal entry transactions recorded in a journal' | translate }}</span>
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</div>
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</a>
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<!-- Search Journal Entries -->
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<a class="acc-card" [routerLink]="['journal-entries']" *mifosxHasPermission="'READ_JOURNALENTRY'">
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<div class="acc-card__icon purple"><i class="fas fa-search"></i></div>
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<div class="acc-card__info">
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<span class="acc-card__title">{{ 'labels.heading.Search Journal Entries' | translate }}</span>
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<span class="acc-card__desc">{{ 'labels.text.Advanced search option for journal entries' | translate }}</span>
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</div>
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</a>
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<!-- Accounts Linked to Financial Activities -->
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<a class="acc-card" [routerLink]="['financial-activity-mappings']" *mifosxHasPermission="'READ_FINANCIALACTIVITYACCOUNT'" #accountsLinked>
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<div class="acc-card__icon teal"><i class="fas fa-link"></i></div>
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<div class="acc-card__info">
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<span class="acc-card__title">{{ 'labels.heading.Accounts Linked to Financial Activities' | translate }}</span>
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<span class="acc-card__desc">{{ 'labels.text.List of Financial Activities and GL Account Mappings' | translate }}</span>
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</div>
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</a>
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<!-- Migrate Opening Balances -->
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<a class="acc-card" [routerLink]="['migrate-opening-balances']" *mifosxHasPermission="'READ_JOURNALENTRY'" #migrateOpeningBalances>
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<div class="acc-card__icon amber"><i class="fas fa-hand-holding-usd"></i></div>
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<div class="acc-card__info">
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<span class="acc-card__title">{{ 'labels.heading.Migrate Opening Balances (Office-wise)' | translate }}</span>
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<span class="acc-card__desc">{{ 'labels.text.Set or update office-level opening balances for GL accounts' | translate }}</span>
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</div>
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</a>
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<!-- Chart of Accounts -->
|
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<a class="acc-card" [routerLink]="['chart-of-accounts']" *mifosxHasPermission="'READ_GLACCOUNT'" #chartofAccounts>
|
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<div class="acc-card__icon blue"><i class="fas fa-sitemap"></i></div>
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||||
<div class="acc-card__info">
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<span class="acc-card__title">{{ 'labels.heading.Chart of Accounts' | translate }}</span>
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<span class="acc-card__desc">{{ 'labels.text.List of accounts used by the organization' | translate }}</span>
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</div>
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</a>
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||||
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<!-- Closing Entries -->
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<a class="acc-card" [routerLink]="['closing-entries']" *mifosxHasPermission="'READ_GLCLOSURE'" #closingEntries>
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||||
<div class="acc-card__icon red"><i class="fas fa-archive"></i></div>
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||||
<div class="acc-card__info">
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<span class="acc-card__title">{{ 'labels.heading.Closing Entries' | translate }}</span>
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<span class="acc-card__desc">{{ 'labels.text.Journal entries made at the end of accounting period' | translate }}</span>
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</div>
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</a>
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||||
|
||||
<!-- Accounting Rules -->
|
||||
<a class="acc-card" [routerLink]="['accounting-rules']" *mifosxHasPermission="'READ_ACCOUNTINGRULE'">
|
||||
<div class="acc-card__icon purple"><i class="fas fa-list-ul"></i></div>
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||||
<div class="acc-card__info">
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<span class="acc-card__title">{{ 'labels.heading.Accounting Rules' | translate }}</span>
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||||
<span class="acc-card__desc">{{ 'labels.text.List of all accounting rules' | translate }}</span>
|
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</div>
|
||||
</a>
|
||||
|
||||
<!-- Accruals -->
|
||||
<a class="acc-card" [routerLink]="['periodic-accruals']" *mifosxHasPermission="'EXECUTE_PERIODICACCRUALACCOUNTING'">
|
||||
<div class="acc-card__icon green"><i class="fas fa-calendar-check"></i></div>
|
||||
<div class="acc-card__info">
|
||||
<span class="acc-card__title">{{ 'labels.heading.Accruals' | translate }}</span>
|
||||
<span class="acc-card__desc">{{ 'labels.text.Accrues income, expenses and liabilities' | translate }}</span>
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||||
</div>
|
||||
</a>
|
||||
|
||||
<!-- Provisioning Entries -->
|
||||
<a class="acc-card" [routerLink]="['provisioning-entries']" *mifosxHasPermission="'VIEW_PROVISIONING_ENTRIES'">
|
||||
<div class="acc-card__icon amber"><i class="fas fa-cogs"></i></div>
|
||||
<div class="acc-card__info">
|
||||
<span class="acc-card__title">{{ 'labels.heading.Provisioning Entries' | translate }}</span>
|
||||
<span class="acc-card__desc">{{ 'labels.text.Create provisioning entries' | translate }}</span>
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</div>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Config Wizard Templates (keep as-is) -->
|
||||
<ng-template #templateChartofAccounts let-popover="popover">
|
||||
<h2>{{ 'labels.heading.Chart of Accounts' | translate }}</h2>
|
||||
<p class="mw300">{{ 'labels.text.The Chart of Accounts - General Ledger Setup' | translate }}</p>
|
||||
<div class="layout-row align-end gap-2px responsive-column">
|
||||
<button mat-raised-button color="warn" (click)="popover.close(); configurationWizardService.closeConfigWizard()">
|
||||
{{ 'labels.buttons.Close' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); previousStepChartofAccounts()">
|
||||
{{ 'labels.buttons.Back' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); nextStepChartofAccounts()">
|
||||
{{ 'labels.buttons.Next' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="warn" (click)="popover.close(); configurationWizardService.closeConfigWizard()">{{ 'labels.buttons.Close' | translate }}</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); previousStepChartofAccounts()">{{ 'labels.buttons.Back' | translate }}</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); nextStepChartofAccounts()">{{ 'labels.buttons.Next' | translate }}</button>
|
||||
</div>
|
||||
</ng-template>
|
||||
|
||||
@@ -310,15 +124,9 @@
|
||||
<h2>{{ 'labels.heading.Accounts Linked to Financial Activities' | translate }}</h2>
|
||||
<p class="mw400">{{ 'labels.text.Accounts linked to Financial Activities' | translate }}</p>
|
||||
<div class="layout-row align-end gap-2px responsive-column">
|
||||
<button mat-raised-button color="warn" (click)="popover.close(); configurationWizardService.closeConfigWizard()">
|
||||
{{ 'labels.buttons.Close' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); previousStepAccountsLinked()">
|
||||
{{ 'labels.buttons.Back' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); nextStepAccountsLinked()">
|
||||
{{ 'labels.buttons.Next' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="warn" (click)="popover.close(); configurationWizardService.closeConfigWizard()">{{ 'labels.buttons.Close' | translate }}</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); previousStepAccountsLinked()">{{ 'labels.buttons.Back' | translate }}</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); nextStepAccountsLinked()">{{ 'labels.buttons.Next' | translate }}</button>
|
||||
</div>
|
||||
</ng-template>
|
||||
|
||||
@@ -326,15 +134,9 @@
|
||||
<h2>{{ 'labels.heading.Migrate Opening Balances (Office-wise)' | translate }}</h2>
|
||||
<p class="mw400">{{ 'labels.text.GLAccount Balances Application' | translate }}</p>
|
||||
<div class="layout-row align-end gap-2px responsive-column">
|
||||
<button mat-raised-button color="warn" (click)="popover.close(); configurationWizardService.closeConfigWizard()">
|
||||
{{ 'labels.buttons.Close' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); previousStepMigrateOpeningBalances()">
|
||||
{{ 'labels.buttons.Back' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); nextStepMigrateOpeningBalances()">
|
||||
{{ 'labels.buttons.Next' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="warn" (click)="popover.close(); configurationWizardService.closeConfigWizard()">{{ 'labels.buttons.Close' | translate }}</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); previousStepMigrateOpeningBalances()">{{ 'labels.buttons.Back' | translate }}</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); nextStepMigrateOpeningBalances()">{{ 'labels.buttons.Next' | translate }}</button>
|
||||
</div>
|
||||
</ng-template>
|
||||
|
||||
@@ -342,15 +144,9 @@
|
||||
<h2>{{ 'labels.heading.Closing Entries' | translate }}</h2>
|
||||
<p class="mw300">{{ 'labels.text.Accounting to journal entries' | translate }}</p>
|
||||
<div class="layout-row align-end gap-2px responsive-column">
|
||||
<button mat-raised-button color="warn" (click)="popover.close(); configurationWizardService.closeConfigWizard()">
|
||||
{{ 'labels.buttons.Close' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); previousStepClosingEntries()">
|
||||
{{ 'labels.buttons.Back' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); nextStepClosingEntries()">
|
||||
{{ 'labels.buttons.Next' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="warn" (click)="popover.close(); configurationWizardService.closeConfigWizard()">{{ 'labels.buttons.Close' | translate }}</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); previousStepClosingEntries()">{{ 'labels.buttons.Back' | translate }}</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); nextStepClosingEntries()">{{ 'labels.buttons.Next' | translate }}</button>
|
||||
</div>
|
||||
</ng-template>
|
||||
|
||||
@@ -358,14 +154,8 @@
|
||||
<h2>{{ 'labels.heading.Create Journal Entries' | translate }}</h2>
|
||||
<p class="mw300">{{ 'labels.text.Journal Entries Transactions' | translate }}</p>
|
||||
<div class="layout-row align-end gap-2px responsive-column">
|
||||
<button mat-raised-button color="warn" (click)="popover.close(); configurationWizardService.closeConfigWizard()">
|
||||
{{ 'labels.buttons.Close' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); previousStepCreateJournalEntries()">
|
||||
{{ 'labels.buttons.Back' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); nextStepCreateJournalEntries()">
|
||||
{{ 'labels.buttons.Next' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="warn" (click)="popover.close(); configurationWizardService.closeConfigWizard()">{{ 'labels.buttons.Close' | translate }}</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); previousStepCreateJournalEntries()">{{ 'labels.buttons.Back' | translate }}</button>
|
||||
<button mat-raised-button color="primary" (click)="popover.close(); nextStepCreateJournalEntries()">{{ 'labels.buttons.Next' | translate }}</button>
|
||||
</div>
|
||||
</ng-template>
|
||||
|
||||
Reference in New Issue
Block a user