feat(tasks,savings,cashier): facility charge mapping screen, chained approve+activate, popup diff dialog, cash/transfer-only teller flow
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Adds a Products > Facility Charge Mappings screen so each of the 16 facility
toggles can be pointed at a real charge, backing the mapped-charge validation
added on the backend. Bulk-approve on the pending accounts screen now chains
straight into activation (matching the single-account approve flow) instead
of leaving accounts sitting in Approved; the same screen's Confirm button no
longer stays disabled on pre-filled but untouched dialogs. Add Charge is
hidden on not-yet-active savings accounts, and Transfer Funds is disabled
entirely pending a proper transfer flow. The pending savings-account edit
"Proposed Changes" panel is now a MatDialog showing only the fields that
actually changed, replacing the old always-open inline diff table. The teller
transaction-entry Payment Type dropdown is filtered to Cash/Transfer only,
mirroring the backend's retirement of the other system-defined payment types
so share withdrawal and GL transfers now settle the same way real transfers
do.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
This commit is contained in:
2026-08-27 18:46:44 +05:30
co-authored by Claude Sonnet 5
parent 0d145c72a6
commit ce840d73d7
24 changed files with 1017 additions and 203 deletions
@@ -9,6 +9,7 @@
import { Component, inject } from '@angular/core';
import { ActivatedRoute, Router } from '@angular/router';
import { SelectionModel } from '@angular/cdk/collections';
import { switchMap } from 'rxjs/operators';
import {
MatTableDataSource,
MatTable,
@@ -141,7 +142,8 @@ export class PendingAccountComponent {
data: {
title: 'Enter Approval Date',
layout: { addButtonText: 'Confirm' },
formfields
formfields,
pristine: false
}
});
dialogRef.afterClosed().subscribe((response: any) => {
@@ -166,7 +168,8 @@ export class PendingAccountComponent {
data: {
title: 'Enter Rejection Date',
layout: { addButtonText: 'Confirm' },
formfields
formfields,
pristine: false
}
});
dialogRef.afterClosed().subscribe((response: any) => {
@@ -183,7 +186,7 @@ export class PendingAccountComponent {
const payload = { rejectedOnDate, dateFormat, locale };
const selected = this.selection.selected;
let done = 0;
let settled = 0;
selected.forEach((account: any) => {
const depositTypeId = account.depositType?.id;
let reject$;
@@ -196,39 +199,72 @@ export class PendingAccountComponent {
} else {
reject$ = this.tasksService.rejectSavingsAccount(account.id, payload);
}
reject$.subscribe(() => {
done++;
if (done === selected.length) {
this.reload();
reject$.subscribe({
next: () => {
settled++;
if (settled === selected.length) {
this.reload();
}
},
error: () => {
settled++;
if (settled === selected.length) {
this.reload();
}
}
});
});
}
/**
* Approves an account, then immediately activates it on the same date -- Approve and Activate
* are still two separate Fineract commands underneath (each shows up in the audit trail), but
* the checker only sees and clicks through the one bulk action, matching what happens when
* approving from inside an individual account (see e.g. ApproveSavingsAccountComponent).
*/
private approveAndActivate$(account: any, approvedOnDate: string, dateFormat: string, locale: string) {
const approvePayload = { approvedOnDate, dateFormat, locale };
const activatePayload = { activatedOnDate: approvedOnDate, dateFormat, locale };
const depositTypeId = account.depositType?.id;
let approve$;
let activate$;
if (account.accountType === 'Current') {
approve$ = this.tasksService.approveCurrentAccount(account.id, approvePayload);
activate$ = () => this.tasksService.activateCurrentAccount(account.id, activatePayload);
} else if (depositTypeId === 200) {
approve$ = this.tasksService.approveFDAccount(account.id, approvePayload);
activate$ = () => this.tasksService.activateFDAccount(account.id, activatePayload);
} else if (depositTypeId === 300) {
approve$ = this.tasksService.approveRDAccount(account.id, approvePayload);
activate$ = () => this.tasksService.activateRDAccount(account.id, activatePayload);
} else {
approve$ = this.tasksService.approveSavingsAccount(account.id, approvePayload);
activate$ = () => this.tasksService.activateSavingsAccount(account.id, activatePayload);
}
return approve$.pipe(switchMap(activate$));
}
private bulkApprove(submittedData: any) {
const dateFormat = this.settingsService.dateFormat;
const locale = this.settingsService.language.code;
const approvedOnDate = this.dateUtils.formatDate(submittedData.value.approvedOnDate, dateFormat);
const payload = { approvedOnDate, dateFormat, locale };
const selected = this.selection.selected;
let done = 0;
let settled = 0;
selected.forEach((account: any) => {
const depositTypeId = account.depositType?.id;
let approve$;
if (account.accountType === 'Current') {
approve$ = this.tasksService.approveCurrentAccount(account.id, payload);
} else if (depositTypeId === 200) {
approve$ = this.tasksService.approveFDAccount(account.id, payload);
} else if (depositTypeId === 300) {
approve$ = this.tasksService.approveRDAccount(account.id, payload);
} else {
approve$ = this.tasksService.approveSavingsAccount(account.id, payload);
}
approve$.subscribe(() => {
done++;
if (done === selected.length) {
this.reload();
this.approveAndActivate$(account, approvedOnDate, dateFormat, locale).subscribe({
next: () => {
settled++;
if (settled === selected.length) {
this.reload();
}
},
error: () => {
settled++;
if (settled === selected.length) {
this.reload();
}
}
});
});
@@ -68,8 +68,13 @@
<ng-container matColumnDef="actions">
<th mat-header-cell *matHeaderCellDef>Actions</th>
<td mat-cell *matCellDef="let edit">
<button mat-stroked-button class="psae-btn psae-btn-view" (click)="viewCompare(edit)">
<fa-icon icon="eye" class="m-r-10"></fa-icon>Compare
<button
mat-stroked-button
class="psae-btn psae-btn-view"
[disabled]="loadingCompareFor === edit"
(click)="viewCompare(edit)"
>
<fa-icon icon="eye" class="m-r-10"></fa-icon>{{ loadingCompareFor === edit ? 'Loading…' : 'Compare' }}
</button>
<button mat-stroked-button class="psae-btn psae-btn-approve" (click)="approve(edit)">
<fa-icon icon="check" class="m-r-10"></fa-icon>Approve
@@ -84,67 +89,6 @@
<tr mat-row *matRowDef="let row; columns: displayedColumns" class="table-row"></tr>
</table>
</div>
@if (selectedEdit) {
<div class="psae-diff-panel">
<div class="psae-diff-header">
<h3>Proposed Changes &mdash; Account "{{ selectedEdit.accountNo }}"</h3>
<button mat-icon-button (click)="closeCompare()"><fa-icon icon="times"></fa-icon></button>
</div>
@if (selectedEdit.facilityConfigSubmitted) {
<div class="psae-diff-block">
<h4>Digital &amp; Account Features</h4>
<table class="psae-diff-table">
<thead>
<tr>
<th>Feature</th>
<th>Proposed Value</th>
</tr>
</thead>
<tbody>
@for (row of entries(selectedEdit.proposedFacilityConfig); track row.key) {
<tr>
<td class="psae-diff-label">{{ row.key }}</td>
<td class="psae-diff-proposed">{{ row.value }}</td>
</tr>
}
</tbody>
</table>
</div>
}
@if (selectedEdit.nomineeSubmitted) {
<div class="psae-diff-block">
<h4>Nominee Change</h4>
<table class="psae-diff-table">
<thead>
<tr>
<th>Field</th>
<th>Proposed Value</th>
</tr>
</thead>
<tbody>
@for (row of entries(selectedEdit.proposedNominee); track row.key) {
<tr>
<td class="psae-diff-label">{{ row.key }}</td>
<td class="psae-diff-proposed">{{ row.value }}</td>
</tr>
}
</tbody>
</table>
</div>
}
@if (!selectedEdit.facilityConfigSubmitted && !selectedEdit.nomineeSubmitted) {
<p class="psae-diff-loading">No proposed changes recorded on this edit.</p>
}
@if (selectedEdit.rejectReason) {
<p class="psae-reject-reason"><strong>Reject Reason:</strong> {{ selectedEdit.rejectReason }}</p>
}
</div>
}
}
@if (!showData) {
@@ -107,79 +107,6 @@ $text-muted: #64748b;
}
}
.psae-diff-panel {
margin-top: 20px;
border: 1px solid $border;
border-radius: 12px;
background: #fff;
padding: 16px;
}
.psae-diff-header {
display: flex;
align-items: center;
justify-content: space-between;
h3 {
margin: 0;
font-size: 14px;
font-weight: 700;
}
}
.psae-diff-block {
margin-top: 16px;
h4 {
margin: 0 0 6px;
font-size: 12.5px;
font-weight: 700;
color: #0d1b2a;
text-transform: uppercase;
letter-spacing: 0.03em;
}
}
.psae-diff-loading {
color: $text-muted;
font-size: 13px;
}
.psae-diff-table {
width: 100%;
border-collapse: collapse;
margin-top: 4px;
font-size: 12.5px;
th,
td {
text-align: left;
padding: 8px 10px;
border-bottom: 1px solid $border;
}
th {
color: $text-muted;
font-weight: 600;
}
}
.psae-diff-label {
font-weight: 600;
color: #0d1b2a;
}
.psae-diff-proposed {
color: #15803d;
font-weight: 600;
}
.psae-reject-reason {
margin-top: 14px;
font-size: 12.5px;
color: #b91c1c;
}
.empty-state {
display: flex;
flex-direction: column;
@@ -32,6 +32,7 @@ import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/conf
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 { SavingsAccountEditCompareDialogComponent } from './savings-account-edit-compare-dialog/savings-account-edit-compare-dialog.component';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
@@ -79,7 +80,8 @@ export class PendingSavingsAccountEditsComponent {
'actions'
];
selectedEdit: any = null;
/** Set only while the current account is being fetched, so the button can show progress. */
loadingCompareFor: any = null;
constructor() {
this.route.data.subscribe((data: { pendingSavingsAccountEditsData: any; pendingCurrentAccountEditsData: any }) => {
@@ -120,18 +122,37 @@ export class PendingSavingsAccountEditsComponent {
return isNaN(d.getTime()) ? String(date) : d.toLocaleString('en-IN');
}
/** Readable list of "key: value" pairs for the proposed facility/nominee changes. */
entries(obj: any): { key: string; value: any }[] {
if (!obj) return [];
return Object.keys(obj).map((key) => ({ key, value: obj[key] }));
}
/**
* Fetches the account's current Digital & Account Feature config so the popup can show it next to
* what's proposed, then opens the compare dialog. The maker's edit form already submits only the
* toggles it actually changed (see EditSavingsAccountFeaturesComponent#buildFacilityDiff), so
* proposedFacilityConfig only ever carries changed fields -- the dialog still diffs against this
* current config defensively, so an unchanged value can never appear in the popup.
*/
viewCompare(edit: any): void {
this.selectedEdit = this.selectedEdit === edit ? null : edit;
}
closeCompare(): void {
this.selectedEdit = null;
this.loadingCompareFor = edit;
const isCurrent = edit.accountType === 'Current';
const account$ = isCurrent
? this.currentAccountsService.getCurrentAccountAndTemplate(edit.currentAccountId, false)
: this.savingsService.getSavingsAccountAndTemplate(edit.savingsAccountId, false);
account$.subscribe({
next: (account: any) => {
this.loadingCompareFor = null;
this.dialog.open(SavingsAccountEditCompareDialogComponent, {
width: '760px',
data: {
accountNo: edit.accountNo,
currentFacilityConfig: account?.accountFacilityConfig ?? {},
proposedFacilityConfig: edit.proposedFacilityConfig ?? {},
proposedNominee: edit.proposedNominee ?? {},
rejectReason: edit.rejectReason
}
});
},
error: () => {
this.loadingCompareFor = null;
}
});
}
approve(edit: any): void {
@@ -189,7 +210,6 @@ export class PendingSavingsAccountEditsComponent {
}
reload(): void {
this.closeCompare();
const url = this.router.url;
this.router
.navigateByUrl('/checker-inbox-and-tasks', { skipLocationChange: true })
@@ -0,0 +1,73 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<h2 mat-dialog-title class="saecd-title">
<mat-icon class="saecd-title__icon">difference</mat-icon>
<span>
Proposed changes &mdash; <strong>{{ accountNo }}</strong>
</span>
</h2>
<div mat-dialog-content class="saecd-content">
@if (facilityRows.length === 0 && nomineeRows.length === 0) {
<div class="saecd-empty">
<mat-icon class="saecd-empty__icon">check_circle</mat-icon>
<p class="saecd-empty__title">No changes to review</p>
<p class="saecd-empty__text">This edit was submitted without changing any feature or nominee value.</p>
</div>
}
@if (facilityRows.length > 0) {
<h3 class="saecd-section">Digital &amp; Account Features</h3>
<table class="saecd-table">
<thead>
<tr>
<th>Feature</th>
<th>Current</th>
<th>Proposed</th>
</tr>
</thead>
<tbody>
@for (row of facilityRows; track row.label) {
<tr>
<td class="saecd-table__label">{{ row.label }}</td>
<td class="saecd-table__old">{{ row.current }}</td>
<td class="saecd-table__new">{{ row.proposed }}</td>
</tr>
}
</tbody>
</table>
}
@if (nomineeRows.length > 0) {
<h3 class="saecd-section">Nominee Change</h3>
<table class="saecd-table">
<thead>
<tr>
<th>Field</th>
<th>Proposed</th>
</tr>
</thead>
<tbody>
@for (row of nomineeRows; track row.label) {
<tr>
<td class="saecd-table__label">{{ row.label }}</td>
<td class="saecd-table__new" colspan="2">{{ row.proposed }}</td>
</tr>
}
</tbody>
</table>
}
@if (rejectReason) {
<p class="saecd-reject-reason"><strong>Reject Reason:</strong> {{ rejectReason }}</p>
}
</div>
<mat-dialog-actions align="end">
<button mat-button mat-dialog-close>{{ 'labels.buttons.Close' | translate }}</button>
</mat-dialog-actions>
@@ -0,0 +1,132 @@
/**
* 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;
$muted: #64748b;
.saecd-title {
display: flex;
align-items: center;
gap: 10px;
font-size: 15px;
font-weight: 600;
color: #0f172a;
border-bottom: 1px solid $border;
padding-bottom: 12px;
margin-bottom: 0;
&__icon {
color: #0ea5e9;
}
}
.saecd-content {
max-height: 70vh;
overflow-y: auto;
padding-top: 16px;
}
.saecd-section {
margin: 20px 0 10px;
font-size: 12.5px;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.4px;
color: $muted;
&:first-child {
margin-top: 0;
}
}
.saecd-table {
width: 100%;
border-collapse: collapse;
font-size: 12.5px;
th,
td {
text-align: left;
padding: 9px 12px;
border-bottom: 1px solid $border;
vertical-align: top;
}
th {
color: $muted;
font-weight: 600;
text-transform: uppercase;
font-size: 11px;
letter-spacing: 0.4px;
background: #f8fafc;
position: sticky;
top: 0;
}
tbody tr:hover {
background: #fffbeb;
}
&__label {
font-weight: 600;
color: #1e293b;
width: 34%;
}
&__old {
color: #b91c1c;
text-decoration: line-through;
width: 33%;
}
&__new {
color: #15803d;
font-weight: 600;
width: 33%;
}
}
.saecd-empty {
display: flex;
flex-direction: column;
align-items: center;
text-align: center;
padding: 32px 16px;
&__icon {
font-size: 40px;
width: 40px;
height: 40px;
color: #16a34a;
margin-bottom: 10px;
}
&__title {
margin: 0 0 6px;
font-size: 14px;
font-weight: 600;
color: #1e293b;
}
&__text {
margin: 0;
font-size: 12.5px;
color: $muted;
max-width: 420px;
}
}
.saecd-reject-reason {
margin: 20px 0 0;
padding: 10px 12px;
background: #fef2f2;
border: 1px solid #fecaca;
border-radius: 6px;
font-size: 12.5px;
color: #991b1b;
}
@@ -0,0 +1,145 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Component, OnInit, inject } from '@angular/core';
import {
MAT_DIALOG_DATA,
MatDialogRef,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose
} from '@angular/material/dialog';
import { MatButton } from '@angular/material/button';
import { MatIcon } from '@angular/material/icon';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
interface DiffRow {
label: string;
current: string;
proposed: string;
}
/** Human-readable labels for the Digital & Account Feature toggles, matching the maker's edit form. */
const FACILITY_LABELS: Record<string, string> = {
atmFacility: 'ATM Facility',
atmWithdrawalFacility: 'ATM Withdrawal',
upiFacility: 'UPI Facility',
posTransactionsFacility: 'POS Transactions',
chequeBook: 'Cheque Book',
impsFacility: 'IMPS Facility',
smsAlerts: 'SMS Alerts',
bbpsFacility: 'BBPS Facility',
insuranceCover: 'Insurance Cover',
bepgFacility: 'BEPG Facility',
neftFacility: 'NEFT Facility',
rtgsFacility: 'RTGS Facility',
interBankTotalCapFacility: 'Inter-Bank Total Cap',
withdrawalFacility: 'Withdrawal Facility',
depositFacilityKyc: 'Deposit Facility (KYC)',
virtualDebitCard: 'Virtual Debit Card'
};
const NOMINEE_LABELS: Record<string, string> = {
operation: 'Operation',
nomineeId: 'Nominee Id',
nomineeClientId: 'Nominee Client Id',
relationshipId: 'Relationship Id',
percentageShare: 'Percentage Share',
isActive: 'Active',
nomineeIsMinor: 'Nominee Is Minor',
guardianClientId: 'Guardian Client Id',
guardianRelationshipId: 'Guardian Relationship Id',
effectiveDate: 'Effective Date',
remarks: 'Remarks'
};
/**
* Shows what a pending savings/current account Nominee & Digital-Feature edit actually changes, as a
* popup instead of an inline panel. The maker's edit form already submits only the toggles that were
* actually flipped (see EditSavingsAccountFeaturesComponent#buildFacilityDiff), so proposedFacilityConfig
* only ever carries changed fields -- this still diffs against the account's current config defensively,
* so an unchanged value can never appear here even if that ever stops being true upstream.
*/
@Component({
selector: 'mifosx-savings-account-edit-compare-dialog',
templateUrl: './savings-account-edit-compare-dialog.component.html',
styleUrls: ['./savings-account-edit-compare-dialog.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose,
MatButton,
MatIcon
]
})
export class SavingsAccountEditCompareDialogComponent implements OnInit {
dialogRef = inject<MatDialogRef<SavingsAccountEditCompareDialogComponent>>(MatDialogRef);
data = inject(MAT_DIALOG_DATA);
accountNo = '';
facilityRows: DiffRow[] = [];
nomineeRows: DiffRow[] = [];
rejectReason: string | null = null;
ngOnInit(): void {
this.accountNo = this.data.accountNo ?? '';
this.rejectReason = this.data.rejectReason ?? null;
const currentFacilityConfig = this.data.currentFacilityConfig ?? {};
const proposedFacilityConfig = this.data.proposedFacilityConfig ?? {};
this.facilityRows = Object.keys(proposedFacilityConfig)
.filter((key) => !this.sameValue(currentFacilityConfig[key], proposedFacilityConfig[key]))
.map((key) => ({
label: FACILITY_LABELS[key] ?? this.humanizeKey(key),
current: this.displayValue(currentFacilityConfig[key]),
proposed: this.displayValue(proposedFacilityConfig[key])
}))
.sort((a, b) => a.label.localeCompare(b.label));
const proposedNominee = this.data.proposedNominee ?? {};
this.nomineeRows = Object.keys(proposedNominee)
.filter((key) => proposedNominee[key] !== null && proposedNominee[key] !== undefined)
.map((key) => ({
label: NOMINEE_LABELS[key] ?? this.humanizeKey(key),
current: '—',
proposed: this.displayValue(proposedNominee[key])
}));
}
private sameValue(a: any, b: any): boolean {
if (a === undefined) {
a = null;
}
if (b === undefined) {
b = null;
}
return a === b;
}
private displayValue(value: any): string {
if (value === null || value === undefined || value === '') {
return '—';
}
if (typeof value === 'boolean') {
return value ? 'Yes' : 'No';
}
return String(value);
}
/** camelCase field name to a spaced, capitalised label -- fallback for anything not in the label maps. */
private humanizeKey(key: string): string {
const spaced = key
.replace(/([a-z0-9])([A-Z])/g, '$1 $2')
.replace(/([A-Z]+)([A-Z][a-z])/g, '$1 $2')
.trim();
return spaced.charAt(0).toUpperCase() + spaced.slice(1);
}
}
+32
View File
@@ -199,6 +199,38 @@ export class TasksService {
return this.http.post(`/currentaccounts/${accountId}`, data, { params: httpParams });
}
/**
* Activate a savings account
*/
activateSavingsAccount(accountId: any, data: any): Observable<any> {
const httpParams = new HttpParams().set('command', 'activate');
return this.http.post(`/savingsaccounts/${accountId}`, data, { params: httpParams });
}
/**
* Activate a fixed deposit account
*/
activateFDAccount(accountId: any, data: any): Observable<any> {
const httpParams = new HttpParams().set('command', 'activate');
return this.http.post(`/fixeddepositaccounts/${accountId}`, data, { params: httpParams });
}
/**
* Activate a recurring deposit account
*/
activateRDAccount(accountId: any, data: any): Observable<any> {
const httpParams = new HttpParams().set('command', 'activate');
return this.http.post(`/recurringdepositaccounts/${accountId}`, data, { params: httpParams });
}
/**
* Activate a current account
*/
activateCurrentAccount(accountId: any, data: any): Observable<any> {
const httpParams = new HttpParams().set('command', 'activate');
return this.http.post(`/currentaccounts/${accountId}`, data, { params: httpParams });
}
/**
* Reject a savings account
*/