feat(cashier,organization): denomination-aware vault UI, Bank/Branch Profile screens, popup disbursement review
Branch Day open/close now captures a denomination-wise count (carried forward automatically to the next day), and shows an auto-fetched EOD summary at close time -- vault + every cashier's position, a branch-total reconciliation against the book figure, and each cashier's reconciliation/settlement status and transaction count -- so closing the day no longer means separately checking Vault Position and every cashier's own screen by hand. New Vault Position screen (branch-ops menu) mirrors Cashier Position for the teller/vault. Cash Transfer now shows the vault's live per-denomination availability while counting a handout, with a client-side warning before it can be over-counted. New Organization screens for Bank Profile, Branch Profile and Clearing GL Configuration, wired into the Organization landing page and the previously-dead "Bank Profile" admin menu button. Cashier Transaction Entry: TYPE is now Receipt/Payment only (cash-only TXN TP.) on the cashier side, with no change to the clerk dashboard's own Withdrawal Slip/Cheque/Disbursement/Enter Bank Transfer/DD flow beyond adding a new Fund Transfer type alongside Disbursement for a GL credit that isn't a loan payout. Neither TYPE nor TXN TP. offers a blank placeholder option anymore -- a new row starts on a real default instead. Footer no longer polls the business-date config for cashier/clerk roles, who never have permission to read it. Disbursement & Transfer Requests: "Review" now opens the review screen as a popup instead of navigating to a separate route, refreshing the list on close; the review screen recognises the new Fund Transfer request type too, and its non-functional "+ Disbursement Review" tab-styled label is now a plain heading. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
This commit is contained in:
Claude Sonnet 5
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<!--
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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="bp-container">
|
||||
<div class="bp-header">
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||||
<button mat-stroked-button [routerLink]="['/organization']" class="bp-back">
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||||
<i class="fas fa-arrow-left"></i> Organization
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||||
</button>
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||||
<h2 class="bp-header__title">Branch Profile</h2>
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||||
</div>
|
||||
|
||||
@if (errorMsg) {
|
||||
<div class="bp-alert bp-alert--error">{{ errorMsg }}</div>
|
||||
}
|
||||
@if (successMsg) {
|
||||
<div class="bp-alert bp-alert--success">{{ successMsg }}</div>
|
||||
}
|
||||
|
||||
<div class="bp-card">
|
||||
<div class="bp-section">
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||||
<div class="bp-section__header">
|
||||
<i class="fas fa-code-branch"></i>
|
||||
<h3>Select Branch</h3>
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</div>
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||||
<div class="bp-body">
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||||
@if (loadingOffices) {
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||||
<span class="bp-muted">Loading branches…</span>
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||||
} @else {
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<mat-form-field appearance="outline" class="bp-field">
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<mat-label>Branch</mat-label>
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<mat-select [value]="selectedOfficeId" (selectionChange)="selectOffice($event.value)">
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@for (o of offices; track o.officeId) {
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<mat-option [value]="o.officeId">{{ officeLabel(o) }}</mat-option>
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}
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</mat-select>
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</mat-form-field>
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}
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</div>
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</div>
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@if (loadingProfile) {
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<div class="bp-loading">Loading…</div>
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}
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@if (selectedOfficeId && !loadingProfile) {
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<form [formGroup]="form" (ngSubmit)="submit()">
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<div class="bp-section">
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<div class="bp-section__header">
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<i class="fas fa-id-card"></i>
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<h3>Branch Details</h3>
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</div>
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<div class="bp-body">
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<mat-form-field appearance="outline" class="bp-field bp-field--half">
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<mat-label>Branch Code</mat-label>
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<input matInput formControlName="branchCode" placeholder="e.g. BR001" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="bp-field bp-field--half">
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<mat-label>Branch Type</mat-label>
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<mat-select formControlName="branchType">
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@for (t of branchTypes; track t.value) {
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<mat-option [value]="t.value">{{ t.label }}</mat-option>
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}
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</mat-select>
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</mat-form-field>
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<mat-form-field appearance="outline" class="bp-field">
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<mat-label>Address</mat-label>
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<textarea matInput formControlName="address" rows="2"></textarea>
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</mat-form-field>
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<mat-form-field appearance="outline" class="bp-field bp-field--half">
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<mat-label>Contact Phone</mat-label>
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<input matInput formControlName="contactPhone" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="bp-field bp-field--half">
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<mat-label>Contact Email</mat-label>
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<input matInput type="email" formControlName="contactEmail" />
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</mat-form-field>
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</div>
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</div>
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<div class="bp-section">
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<div class="bp-section__header">
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<i class="fas fa-landmark"></i>
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<h3>Branch Identifiers</h3>
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</div>
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<div class="bp-body">
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<mat-form-field appearance="outline" class="bp-field bp-field--half">
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<mat-label>IFSC Code</mat-label>
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<input matInput formControlName="ifscCode" placeholder="e.g. SUCB0000123" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="bp-field bp-field--half">
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<mat-label>MICR Code</mat-label>
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<input matInput formControlName="micrCode" />
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</mat-form-field>
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</div>
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<p class="bp-note">
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SWIFT/BIC is set once for the whole bank, not per branch — see
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<a [routerLink]="['/organization/institution-profile']">Bank Profile</a>.
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</p>
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</div>
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<div class="bp-section">
|
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<div class="bp-section__header">
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<i class="fas fa-map-marked-alt"></i>
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<h3>Location (optional)</h3>
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</div>
|
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<div class="bp-body">
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<mat-form-field appearance="outline" class="bp-field bp-field--half">
|
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<mat-label>Latitude</mat-label>
|
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<input matInput type="number" step="0.000001" formControlName="latitude" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="bp-field bp-field--half">
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<mat-label>Longitude</mat-label>
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<input matInput type="number" step="0.000001" formControlName="longitude" />
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</mat-form-field>
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</div>
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</div>
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<div class="bp-section">
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<div class="bp-section__header">
|
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<i class="fas fa-clock"></i>
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<h3>Working Hours</h3>
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</div>
|
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<div class="bp-body">
|
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<mat-form-field appearance="outline" class="bp-field bp-field--third">
|
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<mat-label>Opens At</mat-label>
|
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<input matInput type="time" formControlName="workingHoursStart" />
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</mat-form-field>
|
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<mat-form-field appearance="outline" class="bp-field bp-field--third">
|
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<mat-label>Closes At</mat-label>
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<input matInput type="time" formControlName="workingHoursEnd" />
|
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</mat-form-field>
|
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<mat-form-field appearance="outline" class="bp-field bp-field--third">
|
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<mat-label>Working Days</mat-label>
|
||||
<input matInput formControlName="workingDays" placeholder="e.g. Mon-Sat" />
|
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</mat-form-field>
|
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</div>
|
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</div>
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|
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@if (lastUpdated) {
|
||||
<div class="bp-lastupdated">Last updated by {{ lastUpdated.by }} · {{ lastUpdated.at | dateFormat }}</div>
|
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}
|
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|
||||
<div class="bp-actions">
|
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<button
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type="submit"
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mat-flat-button
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color="primary"
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[disabled]="form.pristine || saving"
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*mifosxHasPermission="'UPDATE_BRANCHPROFILE'"
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class="bp-actions__submit"
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>
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||||
<i class="fas fa-check"></i> Save
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</button>
|
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</div>
|
||||
</form>
|
||||
}
|
||||
</div>
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||||
</div>
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@@ -0,0 +1,175 @@
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/**
|
||||
* 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/.
|
||||
*/
|
||||
$primary: #1353a0;
|
||||
$accent: #0ea5e9;
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$border: #e2e8f0;
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$gray-50: #f8f9fa;
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||||
$gray-200: #e8eaed;
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||||
$gray-500: #9aa0a6;
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||||
$gray-900: #202124;
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||||
|
||||
.bp-container {
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||||
max-width: 760px;
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||||
margin: 0 auto;
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||||
padding: 20px 16px;
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||||
}
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||||
|
||||
.bp-header {
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||||
display: flex;
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||||
align-items: center;
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gap: 14px;
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margin-bottom: 20px;
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||||
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&__title {
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font-size: 18px;
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||||
font-weight: 600;
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color: $gray-900;
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||||
margin: 0;
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||||
}
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||||
}
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||||
|
||||
.bp-back {
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||||
border-radius: 8px !important;
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||||
font-size: 12px !important;
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||||
font-weight: 600 !important;
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||||
height: 32px !important;
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||||
border-color: $border !important;
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||||
color: $gray-500 !important;
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||||
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||||
i {
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||||
margin-right: 6px;
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||||
}
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||||
|
||||
&:hover {
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||||
color: $primary !important;
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||||
border-color: $primary !important;
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||||
}
|
||||
}
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||||
|
||||
.bp-alert {
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padding: 10px 14px;
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||||
margin-bottom: 14px;
|
||||
border-radius: 8px;
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||||
font-size: 13px;
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||||
|
||||
&--error {
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||||
background: #fef2f2;
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||||
border: 1px solid #fecaca;
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||||
color: #991b1b;
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||||
}
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||||
|
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&--success {
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||||
background: #f0fdf4;
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||||
border: 1px solid #bbf7d0;
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||||
color: #14532d;
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||||
}
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||||
}
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||||
|
||||
.bp-muted {
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||||
color: $gray-500;
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||||
font-size: 13px;
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||||
}
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||||
|
||||
.bp-loading {
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padding: 24px;
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||||
text-align: center;
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||||
color: $gray-500;
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||||
}
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||||
|
||||
.bp-card {
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||||
background: #fff;
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||||
border: 1px solid $border;
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||||
border-radius: 10px;
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||||
overflow: hidden;
|
||||
}
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||||
|
||||
.bp-section {
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||||
&__header {
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||||
display: flex;
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||||
align-items: center;
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||||
gap: 10px;
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||||
padding: 12px 24px;
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||||
background: $gray-50;
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||||
border-bottom: 1px solid $gray-200;
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||||
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||||
i {
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||||
font-size: 14px;
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||||
color: $accent;
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||||
}
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||||
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||||
h3 {
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||||
margin: 0;
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font-size: 14px;
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||||
font-weight: 600;
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||||
color: $gray-900;
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||||
}
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||||
}
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||||
}
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.bp-body {
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padding: 20px 24px;
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||||
display: flex;
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||||
flex-wrap: wrap;
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||||
gap: 0 16px;
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||||
}
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||||
|
||||
.bp-field {
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||||
width: 100%;
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||||
margin-bottom: 4px;
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||||
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||||
&--half {
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||||
width: calc(50% - 8px);
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||||
}
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||||
|
||||
&--third {
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||||
width: calc(33.33% - 11px);
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||||
}
|
||||
}
|
||||
|
||||
.bp-note {
|
||||
margin: 0 24px 16px;
|
||||
padding: 8px 12px;
|
||||
background: #eff6ff;
|
||||
border: 1px solid #bfdbfe;
|
||||
border-radius: 6px;
|
||||
font-size: 11px;
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||||
color: #1e40af;
|
||||
|
||||
a {
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||||
color: $primary;
|
||||
font-weight: 600;
|
||||
}
|
||||
}
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||||
|
||||
.bp-lastupdated {
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||||
padding: 0 24px 10px;
|
||||
font-size: 11px;
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||||
color: $gray-500;
|
||||
}
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||||
|
||||
.bp-actions {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 10px;
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||||
padding: 14px 24px;
|
||||
border-top: 1px solid $gray-200;
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||||
background: $gray-50;
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||||
|
||||
&__submit {
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||||
border-radius: 8px !important;
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||||
font-size: 13px !important;
|
||||
font-weight: 600 !important;
|
||||
height: 36px !important;
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||||
box-shadow: 0 1px 3px rgba($primary, 0.3) !important;
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||||
|
||||
i {
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||||
margin-right: 6px;
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||||
font-size: 12px;
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||||
}
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||||
}
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||||
}
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@@ -0,0 +1,151 @@
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/**
|
||||
* 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';
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import { UntypedFormBuilder, UntypedFormGroup } from '@angular/forms';
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import { catchError, of } from 'rxjs';
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import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
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import { OrganizationService } from '../organization.service';
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const BRANCH_TYPES = [
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{ value: 'HEAD_OFFICE', label: 'Head Office' },
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{ value: 'BRANCH', label: 'Branch' },
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{ value: 'REGIONAL_OFFICE', label: 'Regional Office' },
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{ value: 'ZONAL_OFFICE', label: 'Zonal Office' }
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];
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/**
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* The real-world operational fields behind a branch — code, address, contact, type and working
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* hours — kept as their own screen on top of the stock Manage Offices flow, since m_office (the
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* core Fineract entity) was deliberately left untouched. Pick an office, fill in what real-world
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* UCB branch setup expects, save.
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*/
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@Component({
|
||||
selector: 'mifosx-branch-profile',
|
||||
templateUrl: './branch-profile.component.html',
|
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styleUrls: ['./branch-profile.component.scss'],
|
||||
imports: [...STANDALONE_SHARED_IMPORTS]
|
||||
})
|
||||
export class BranchProfileComponent implements OnInit {
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private formBuilder = inject(UntypedFormBuilder);
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||||
private organizationService = inject(OrganizationService);
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branchTypes = BRANCH_TYPES;
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||||
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offices: any[] = [];
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selectedOfficeId: number | null = null;
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form: UntypedFormGroup;
|
||||
|
||||
loadingOffices = true;
|
||||
loadingProfile = false;
|
||||
saving = false;
|
||||
errorMsg = '';
|
||||
successMsg = '';
|
||||
lastUpdated: any = null;
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||||
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ngOnInit(): void {
|
||||
this.form = this.formBuilder.group({
|
||||
branchCode: [''],
|
||||
branchType: [null],
|
||||
address: [''],
|
||||
contactPhone: [''],
|
||||
contactEmail: [''],
|
||||
workingHoursStart: [''],
|
||||
workingHoursEnd: [''],
|
||||
workingDays: [''],
|
||||
ifscCode: [''],
|
||||
micrCode: [''],
|
||||
latitude: [null],
|
||||
longitude: [null]
|
||||
});
|
||||
|
||||
this.organizationService
|
||||
.getBranchProfiles()
|
||||
.pipe(
|
||||
catchError((err: any) => {
|
||||
this.errorMsg = err?.error?.errors?.[0]?.defaultUserMessage ?? 'Could not load branches.';
|
||||
return of([]);
|
||||
})
|
||||
)
|
||||
.subscribe((res: any[]) => {
|
||||
this.loadingOffices = false;
|
||||
this.offices = res || [];
|
||||
if (this.offices.length === 1) {
|
||||
this.selectOffice(this.offices[0].officeId);
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
selectOffice(officeId: number): void {
|
||||
this.selectedOfficeId = officeId;
|
||||
this.loadingProfile = true;
|
||||
this.errorMsg = '';
|
||||
this.successMsg = '';
|
||||
this.organizationService
|
||||
.getBranchProfile(officeId)
|
||||
.pipe(
|
||||
catchError((err: any) => {
|
||||
this.loadingProfile = false;
|
||||
this.errorMsg = err?.error?.errors?.[0]?.defaultUserMessage ?? 'Could not load this branch.';
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((res: any) => {
|
||||
this.loadingProfile = false;
|
||||
if (!res) return;
|
||||
this.form.patchValue({
|
||||
branchCode: res.branchCode ?? '',
|
||||
branchType: res.branchType ?? null,
|
||||
address: res.address ?? '',
|
||||
contactPhone: res.contactPhone ?? '',
|
||||
contactEmail: res.contactEmail ?? '',
|
||||
workingHoursStart: res.workingHoursStart ?? '',
|
||||
workingHoursEnd: res.workingHoursEnd ?? '',
|
||||
workingDays: res.workingDays ?? '',
|
||||
ifscCode: res.ifscCode ?? '',
|
||||
micrCode: res.micrCode ?? '',
|
||||
latitude: res.latitude ?? null,
|
||||
longitude: res.longitude ?? null
|
||||
});
|
||||
this.lastUpdated = res.updatedByUsername ? { by: res.updatedByUsername, at: res.updatedAt } : null;
|
||||
this.form.markAsPristine();
|
||||
// Reflect the just-loaded office in the list so the selector stays accurate without a reload.
|
||||
const idx = this.offices.findIndex((o) => o.officeId === officeId);
|
||||
if (idx >= 0) this.offices[idx] = res;
|
||||
});
|
||||
}
|
||||
|
||||
officeLabel(o: any): string {
|
||||
return o.branchCode ? `${o.officeName} (${o.branchCode})` : o.officeName;
|
||||
}
|
||||
|
||||
submit(): void {
|
||||
if (this.saving || !this.selectedOfficeId) return;
|
||||
this.saving = true;
|
||||
this.errorMsg = '';
|
||||
this.successMsg = '';
|
||||
this.organizationService
|
||||
.updateBranchProfile(this.selectedOfficeId, this.form.value)
|
||||
.pipe(
|
||||
catchError((err: any) => {
|
||||
this.saving = false;
|
||||
this.errorMsg = err?.error?.errors?.[0]?.defaultUserMessage ?? 'Could not save this branch.';
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((res: any) => {
|
||||
this.saving = false;
|
||||
if (!res) return;
|
||||
this.successMsg = 'Branch profile saved.';
|
||||
this.form.markAsPristine();
|
||||
this.lastUpdated = res.updatedByUsername ? { by: res.updatedByUsername, at: res.updatedAt } : null;
|
||||
const idx = this.offices.findIndex((o) => o.officeId === this.selectedOfficeId);
|
||||
if (idx >= 0) this.offices[idx] = res;
|
||||
});
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,70 @@
|
||||
<!--
|
||||
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="cgc-container">
|
||||
<div class="cgc-header">
|
||||
<button mat-stroked-button [routerLink]="['/organization']" class="cgc-back">
|
||||
<i class="fas fa-arrow-left"></i> Organization
|
||||
</button>
|
||||
<h2 class="cgc-header__title">Clearing GL Configuration</h2>
|
||||
</div>
|
||||
<p class="cgc-sub">
|
||||
Which GL account backs each clearing role. An unmapped role posts nowhere — map it here before that clearing channel
|
||||
goes live.
|
||||
</p>
|
||||
|
||||
@if (errorMsg) {
|
||||
<div class="cgc-alert cgc-alert--error">{{ errorMsg }}</div>
|
||||
}
|
||||
@if (successMsg) {
|
||||
<div class="cgc-alert cgc-alert--success">{{ successMsg }}</div>
|
||||
}
|
||||
|
||||
@if (loading) {
|
||||
<div class="cgc-loading">Loading…</div>
|
||||
} @else {
|
||||
<div class="cgc-card">
|
||||
<table class="cgc-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Clearing Role</th>
|
||||
<th>Description</th>
|
||||
<th>Mapped GL Account</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (row of rows; track row.configKey) {
|
||||
<tr>
|
||||
<td>
|
||||
<span class="cgc-key">{{ row.configKey }}</span>
|
||||
</td>
|
||||
<td class="cgc-desc">{{ row.description }}</td>
|
||||
<td>
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="cgc-select">
|
||||
<mat-select
|
||||
[value]="row.glAccountId"
|
||||
[disabled]="savingKey === row.configKey"
|
||||
(selectionChange)="onSelect(row, $event.value)"
|
||||
>
|
||||
<mat-option [value]="null">— Not mapped —</mat-option>
|
||||
@for (o of glAccountOptions; track o.id) {
|
||||
<mat-option [value]="o.id">{{ o.glCode }} · {{ o.name }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
@if (!row.glAccountId) {
|
||||
<span class="cgc-unmapped">Unmapped</span>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,137 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
$primary: #1353a0;
|
||||
$border: #e2e8f0;
|
||||
$gray-50: #f8f9fa;
|
||||
$gray-200: #e8eaed;
|
||||
$gray-500: #9aa0a6;
|
||||
$gray-900: #202124;
|
||||
|
||||
.cgc-container {
|
||||
max-width: 900px;
|
||||
margin: 0 auto;
|
||||
padding: 20px 16px;
|
||||
}
|
||||
|
||||
.cgc-header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 14px;
|
||||
margin-bottom: 6px;
|
||||
|
||||
&__title {
|
||||
font-size: 18px;
|
||||
font-weight: 600;
|
||||
color: $gray-900;
|
||||
margin: 0;
|
||||
}
|
||||
}
|
||||
|
||||
.cgc-sub {
|
||||
margin: 0 0 16px;
|
||||
font-size: 12px;
|
||||
color: $gray-500;
|
||||
}
|
||||
|
||||
.cgc-back {
|
||||
border-radius: 8px !important;
|
||||
font-size: 12px !important;
|
||||
font-weight: 600 !important;
|
||||
height: 32px !important;
|
||||
border-color: $border !important;
|
||||
color: $gray-500 !important;
|
||||
|
||||
i {
|
||||
margin-right: 6px;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
color: $primary !important;
|
||||
border-color: $primary !important;
|
||||
}
|
||||
}
|
||||
|
||||
.cgc-alert {
|
||||
padding: 10px 14px;
|
||||
margin-bottom: 14px;
|
||||
border-radius: 8px;
|
||||
font-size: 13px;
|
||||
|
||||
&--error {
|
||||
background: #fef2f2;
|
||||
border: 1px solid #fecaca;
|
||||
color: #991b1b;
|
||||
}
|
||||
|
||||
&--success {
|
||||
background: #f0fdf4;
|
||||
border: 1px solid #bbf7d0;
|
||||
color: #14532d;
|
||||
}
|
||||
}
|
||||
|
||||
.cgc-loading {
|
||||
padding: 24px;
|
||||
text-align: center;
|
||||
color: $gray-500;
|
||||
}
|
||||
|
||||
.cgc-card {
|
||||
background: #fff;
|
||||
border: 1px solid $border;
|
||||
border-radius: 10px;
|
||||
overflow: hidden;
|
||||
}
|
||||
|
||||
.cgc-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 13px;
|
||||
|
||||
th {
|
||||
text-align: left;
|
||||
padding: 10px 16px;
|
||||
background: $gray-50;
|
||||
border-bottom: 1px solid $gray-200;
|
||||
font-size: 11px;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
color: $gray-500;
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 10px 16px;
|
||||
border-bottom: 1px solid $gray-200;
|
||||
vertical-align: middle;
|
||||
}
|
||||
|
||||
tr:last-child td {
|
||||
border-bottom: none;
|
||||
}
|
||||
}
|
||||
|
||||
.cgc-key {
|
||||
font-family: monospace;
|
||||
font-weight: 700;
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
.cgc-desc {
|
||||
color: #475569;
|
||||
}
|
||||
|
||||
.cgc-select {
|
||||
min-width: 260px;
|
||||
}
|
||||
|
||||
.cgc-unmapped {
|
||||
margin-left: 8px;
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
color: #b45309;
|
||||
}
|
||||
@@ -0,0 +1,75 @@
|
||||
/**
|
||||
* 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 { catchError, forkJoin, of } from 'rxjs';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { OrganizationService } from '../organization.service';
|
||||
|
||||
/**
|
||||
* Which GL account backs each clearing role (CTS inward/outward suspense, NACH suspense, RTGS
|
||||
* settlement, ...). The roles themselves are fixed; this only changes which GL account each one
|
||||
* points at.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-clearing-gl-config',
|
||||
templateUrl: './clearing-gl-config.component.html',
|
||||
styleUrls: ['./clearing-gl-config.component.scss'],
|
||||
imports: [...STANDALONE_SHARED_IMPORTS]
|
||||
})
|
||||
export class ClearingGlConfigComponent implements OnInit {
|
||||
private organizationService = inject(OrganizationService);
|
||||
|
||||
rows: any[] = [];
|
||||
glAccountOptions: any[] = [];
|
||||
loading = true;
|
||||
savingKey: string | null = null;
|
||||
errorMsg = '';
|
||||
successMsg = '';
|
||||
|
||||
ngOnInit(): void {
|
||||
this.load();
|
||||
}
|
||||
|
||||
load(): void {
|
||||
this.loading = true;
|
||||
this.errorMsg = '';
|
||||
forkJoin({
|
||||
rows: this.organizationService.getClearingGlConfig().pipe(catchError(() => of([]))),
|
||||
template: this.organizationService.getClearingGlConfigTemplate().pipe(catchError(() => of(null)))
|
||||
}).subscribe(({ rows, template }: any) => {
|
||||
this.loading = false;
|
||||
this.rows = rows || [];
|
||||
this.glAccountOptions = template?.glAccountOptions || [];
|
||||
if (!rows || rows.length === 0) {
|
||||
this.errorMsg = 'Could not load clearing GL configuration.';
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
onSelect(row: any, glAccountId: number | null): void {
|
||||
this.savingKey = row.configKey;
|
||||
this.errorMsg = '';
|
||||
this.successMsg = '';
|
||||
this.organizationService
|
||||
.updateClearingGlConfig(row.configKey, glAccountId)
|
||||
.pipe(
|
||||
catchError((err: any) => {
|
||||
this.savingKey = null;
|
||||
this.errorMsg = err?.error?.errors?.[0]?.defaultUserMessage ?? 'Could not save this mapping.';
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((res: any[]) => {
|
||||
this.savingKey = null;
|
||||
if (!res) return;
|
||||
this.rows = res;
|
||||
this.successMsg = `${row.configKey} updated.`;
|
||||
});
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,392 @@
|
||||
<!--
|
||||
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="ip-container">
|
||||
<div class="ip-header">
|
||||
<button mat-stroked-button [routerLink]="['/organization']" class="ip-back">
|
||||
<i class="fas fa-arrow-left"></i> Organization
|
||||
</button>
|
||||
<h2 class="ip-header__title">Bank Profile</h2>
|
||||
</div>
|
||||
|
||||
@if (errorMsg) {
|
||||
<div class="ip-alert ip-alert--error">{{ errorMsg }}</div>
|
||||
}
|
||||
@if (successMsg) {
|
||||
<div class="ip-alert ip-alert--success">{{ successMsg }}</div>
|
||||
}
|
||||
|
||||
@if (loading) {
|
||||
<div class="ip-loading">Loading…</div>
|
||||
} @else {
|
||||
<div class="ip-card">
|
||||
<form [formGroup]="form" (ngSubmit)="submit()">
|
||||
<!-- 1. Basic Information -->
|
||||
<div class="ip-section">
|
||||
<div class="ip-section__header">
|
||||
<i class="fas fa-university"></i>
|
||||
<h3>Basic Information</h3>
|
||||
</div>
|
||||
<div class="ip-body">
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--half">
|
||||
<mat-label>Bank / Institution Name</mat-label>
|
||||
<input matInput formControlName="bankName" placeholder="e.g. Socity Urban Co-operative Bank" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--half">
|
||||
<mat-label>Short Name / Abbreviation</mat-label>
|
||||
<input matInput formControlName="shortName" placeholder="e.g. SUCB" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field">
|
||||
<mat-label>Legal / Registered Name</mat-label>
|
||||
<input matInput formControlName="legalName" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
|
||||
<mat-label>Bank Code</mat-label>
|
||||
<input matInput formControlName="bankCode" placeholder="e.g. SUCB001" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
|
||||
<mat-label>Institution Code</mat-label>
|
||||
<input matInput formControlName="institutionCode" placeholder="e.g. INST001" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
|
||||
<mat-label>Institution Type</mat-label>
|
||||
<mat-select formControlName="bankType">
|
||||
@for (t of bankTypes; track t.value) {
|
||||
<mat-option [value]="t.value">{{ t.label }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
|
||||
<mat-label>Ownership Type</mat-label>
|
||||
<mat-select formControlName="ownershipType">
|
||||
@for (o of ownershipTypes; track o.value) {
|
||||
<mat-option [value]="o.value">{{ o.label }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
|
||||
<mat-label>Parent Institution (if any)</mat-label>
|
||||
<input matInput formControlName="parentInstitutionName" placeholder="Leave blank if not applicable" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
|
||||
<mat-label>Established Date</mat-label>
|
||||
<input matInput [matDatepicker]="estPicker" formControlName="establishedDate" />
|
||||
<mat-datepicker-toggle matSuffix [for]="estPicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #estPicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--quarter">
|
||||
<mat-label>Status</mat-label>
|
||||
<mat-select formControlName="status">
|
||||
@for (s of statuses; track s.value) {
|
||||
<mat-option [value]="s.value">{{ s.label }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--quarter">
|
||||
<mat-label>Country</mat-label>
|
||||
<input matInput formControlName="country" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--quarter">
|
||||
<mat-label>Currency</mat-label>
|
||||
<input matInput [value]="currencyCode" readonly disabled />
|
||||
<mat-hint>Set once for the whole system, not editable here</mat-hint>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 2. Regulatory Information -->
|
||||
<div class="ip-section">
|
||||
<div class="ip-section__header">
|
||||
<i class="fas fa-gavel"></i>
|
||||
<h3>Regulatory Information</h3>
|
||||
</div>
|
||||
<div class="ip-body">
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--half">
|
||||
<mat-label>Regulatory Authority</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="regulatoryAuthority"
|
||||
placeholder="e.g. RBI / Registrar of Cooperative Societies"
|
||||
/>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--half">
|
||||
<mat-label>Registration Date</mat-label>
|
||||
<input matInput [matDatepicker]="regPicker" formControlName="registrationDate" />
|
||||
<mat-datepicker-toggle matSuffix [for]="regPicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #regPicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
|
||||
<mat-label>Registration Number</mat-label>
|
||||
<input matInput formControlName="registrationNumber" placeholder="RCS registration no." />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
|
||||
<mat-label>License Number</mat-label>
|
||||
<input matInput formControlName="licenseNumber" placeholder="RBI licence no." />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
|
||||
<mat-label>License Status</mat-label>
|
||||
<mat-select formControlName="licenseStatus">
|
||||
@for (l of licenseStatuses; track l.value) {
|
||||
<mat-option [value]="l.value">{{ l.label }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
|
||||
<mat-label>License Expiry Date</mat-label>
|
||||
<input matInput [matDatepicker]="licExpPicker" formControlName="licenseExpiryDate" />
|
||||
<mat-datepicker-toggle matSuffix [for]="licExpPicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #licExpPicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
|
||||
<mat-label>PAN</mat-label>
|
||||
<input matInput formControlName="pan" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
|
||||
<mat-label>TAN</mat-label>
|
||||
<input matInput formControlName="tan" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
|
||||
<mat-label>GSTIN</mat-label>
|
||||
<input matInput formControlName="gstin" />
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 3. Address -->
|
||||
<div class="ip-section">
|
||||
<div class="ip-section__header">
|
||||
<i class="fas fa-map-marker-alt"></i>
|
||||
<h3>Registered Office Address</h3>
|
||||
</div>
|
||||
<div class="ip-body">
|
||||
<mat-form-field appearance="outline" class="ip-field">
|
||||
<mat-label>Address Line 1</mat-label>
|
||||
<input matInput formControlName="addressLine1" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field">
|
||||
<mat-label>Address Line 2</mat-label>
|
||||
<input matInput formControlName="addressLine2" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--quarter">
|
||||
<mat-label>City</mat-label>
|
||||
<input matInput formControlName="city" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--quarter">
|
||||
<mat-label>District</mat-label>
|
||||
<input matInput formControlName="district" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--quarter">
|
||||
<mat-label>State</mat-label>
|
||||
<input matInput formControlName="state" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--quarter">
|
||||
<mat-label>PIN Code</mat-label>
|
||||
<input matInput formControlName="pincode" />
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="ip-section">
|
||||
<div class="ip-section__header">
|
||||
<i class="fas fa-building"></i>
|
||||
<h3>Head Office / Corporate Address</h3>
|
||||
</div>
|
||||
<div class="ip-body">
|
||||
<mat-checkbox formControlName="headOfficeSameAsRegistered" class="ip-checkbox">
|
||||
Same as Registered Office Address
|
||||
</mat-checkbox>
|
||||
@if (!form.value.headOfficeSameAsRegistered) {
|
||||
<mat-form-field appearance="outline" class="ip-field">
|
||||
<mat-label>Head Office Address</mat-label>
|
||||
<textarea matInput formControlName="headOfficeAddress" rows="2"></textarea>
|
||||
</mat-form-field>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="ip-section">
|
||||
<div class="ip-section__header">
|
||||
<i class="fas fa-envelope-open-text"></i>
|
||||
<h3>Communication Address</h3>
|
||||
</div>
|
||||
<div class="ip-body">
|
||||
<mat-checkbox formControlName="communicationSameAsRegistered" class="ip-checkbox">
|
||||
Same as Registered Office Address
|
||||
</mat-checkbox>
|
||||
@if (!form.value.communicationSameAsRegistered) {
|
||||
<mat-form-field appearance="outline" class="ip-field">
|
||||
<mat-label>Communication Address</mat-label>
|
||||
<textarea matInput formControlName="communicationAddress" rows="2"></textarea>
|
||||
</mat-form-field>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 4. Contact -->
|
||||
<div class="ip-section">
|
||||
<div class="ip-section__header">
|
||||
<i class="fas fa-address-card"></i>
|
||||
<h3>Contact Details</h3>
|
||||
</div>
|
||||
<div class="ip-body">
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--half">
|
||||
<mat-label>Official Email</mat-label>
|
||||
<input matInput type="email" formControlName="contactEmail" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--half">
|
||||
<mat-label>Phone Number</mat-label>
|
||||
<input matInput formControlName="contactPhone" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--half">
|
||||
<mat-label>Customer Care Number</mat-label>
|
||||
<input matInput formControlName="customerCareNumber" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--half">
|
||||
<mat-label>Grievance / Support Email</mat-label>
|
||||
<input matInput type="email" formControlName="grievanceEmail" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field">
|
||||
<mat-label>Website</mat-label>
|
||||
<input matInput formControlName="website" placeholder="https://" />
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 5. Banking Configuration (reference only — not stored here) -->
|
||||
<div class="ip-section">
|
||||
<div class="ip-section__header">
|
||||
<i class="fas fa-cogs"></i>
|
||||
<h3>Banking Configuration</h3>
|
||||
</div>
|
||||
<div class="ip-body">
|
||||
<p class="ip-refnote">
|
||||
Business date, financial year, time zone, working days and the holiday calendar are configured on their
|
||||
own screens rather than duplicated here, so there is exactly one place each is set:
|
||||
</p>
|
||||
<div class="ip-reflinks">
|
||||
<a [routerLink]="['/organization/working-days']" class="ip-reflink"
|
||||
><i class="fas fa-calendar-alt"></i> Working Days</a
|
||||
>
|
||||
<a [routerLink]="['/bank-calendar']" class="ip-reflink"
|
||||
><i class="fas fa-calendar-check"></i> Holiday Calendar</a
|
||||
>
|
||||
<a [routerLink]="['/accounting/closing-entries']" class="ip-reflink"
|
||||
><i class="fas fa-calendar-day"></i> Financial Year / Closing Entries</a
|
||||
>
|
||||
<a [routerLink]="['/branch-ops/day-register']" class="ip-reflink"
|
||||
><i class="fas fa-clock"></i> Business Date (Day Register)</a
|
||||
>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 6. Banking Identifiers -->
|
||||
<div class="ip-section">
|
||||
<div class="ip-section__header">
|
||||
<i class="fas fa-landmark"></i>
|
||||
<h3>Banking Identifiers</h3>
|
||||
</div>
|
||||
<div class="ip-body">
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
|
||||
<mat-label>SWIFT / BIC</mat-label>
|
||||
<input matInput formControlName="swiftBic" placeholder="If applicable" />
|
||||
</mat-form-field>
|
||||
</div>
|
||||
<p class="ip-note">
|
||||
IFSC and MICR are branch-level identifiers, not institution-level — a bank with multiple branches has a
|
||||
different IFSC/MICR per branch, so those are set on each branch's own
|
||||
<a [routerLink]="['/organization/branch-profile']">Branch Profile</a> instead.
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<!-- 7. Branding / Documents -->
|
||||
<div class="ip-section">
|
||||
<div class="ip-section__header">
|
||||
<i class="fas fa-file-invoice"></i>
|
||||
<h3>Document Headers</h3>
|
||||
</div>
|
||||
<div class="ip-body">
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
|
||||
<mat-label>Statement Header Name</mat-label>
|
||||
<input matInput formControlName="statementHeaderName" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
|
||||
<mat-label>Passbook Header Name</mat-label>
|
||||
<input matInput formControlName="passbookHeaderName" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
|
||||
<mat-label>Receipt Header Name</mat-label>
|
||||
<input matInput formControlName="receiptHeaderName" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field">
|
||||
<mat-label>Terms & Conditions</mat-label>
|
||||
<textarea matInput formControlName="termsAndConditions" rows="4"></textarea>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 8. Authorized Representative -->
|
||||
<div class="ip-section">
|
||||
<div class="ip-section__header">
|
||||
<i class="fas fa-user-tie"></i>
|
||||
<h3>Authorized Representative</h3>
|
||||
</div>
|
||||
<div class="ip-body">
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--half">
|
||||
<mat-label>Name</mat-label>
|
||||
<input matInput formControlName="authorizedPersonName" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--half">
|
||||
<mat-label>Designation</mat-label>
|
||||
<input matInput formControlName="authorizedPersonDesignation" placeholder="e.g. Managing Director" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--half">
|
||||
<mat-label>Contact Number</mat-label>
|
||||
<input matInput formControlName="authorizedPersonContact" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="ip-field ip-field--half">
|
||||
<mat-label>Official Email</mat-label>
|
||||
<input matInput type="email" formControlName="authorizedPersonEmail" />
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 9. Audit -->
|
||||
@if (audit) {
|
||||
<div class="ip-audit">
|
||||
@if (audit.createdBy) {
|
||||
<span>Created by {{ audit.createdBy }} · {{ audit.createdAt | dateFormat }}</span>
|
||||
}
|
||||
@if (audit.updatedBy) {
|
||||
<span>Last updated by {{ audit.updatedBy }} · {{ audit.updatedAt | dateFormat }}</span>
|
||||
}
|
||||
@if (audit.activationDate) {
|
||||
<span>Activated {{ audit.activationDate }}</span>
|
||||
}
|
||||
@if (audit.deactivationDate) {
|
||||
<span>Deactivated {{ audit.deactivationDate }}</span>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="ip-actions">
|
||||
<button
|
||||
type="submit"
|
||||
mat-flat-button
|
||||
color="primary"
|
||||
[disabled]="form.pristine || saving"
|
||||
*mifosxHasPermission="'UPDATE_INSTITUTIONPROFILE'"
|
||||
class="ip-actions__submit"
|
||||
>
|
||||
<i class="fas fa-check"></i> Save
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,226 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
$primary: #1353a0;
|
||||
$accent: #0ea5e9;
|
||||
$border: #e2e8f0;
|
||||
$gray-50: #f8f9fa;
|
||||
$gray-200: #e8eaed;
|
||||
$gray-500: #9aa0a6;
|
||||
$gray-700: #5f6368;
|
||||
$gray-900: #202124;
|
||||
|
||||
.ip-container {
|
||||
max-width: 760px;
|
||||
margin: 0 auto;
|
||||
padding: 20px 16px;
|
||||
}
|
||||
|
||||
.ip-header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 14px;
|
||||
margin-bottom: 20px;
|
||||
|
||||
&__title {
|
||||
font-size: 18px;
|
||||
font-weight: 600;
|
||||
color: $gray-900;
|
||||
margin: 0;
|
||||
}
|
||||
}
|
||||
|
||||
.ip-back {
|
||||
border-radius: 8px !important;
|
||||
font-size: 12px !important;
|
||||
font-weight: 600 !important;
|
||||
height: 32px !important;
|
||||
border-color: $border !important;
|
||||
color: $gray-500 !important;
|
||||
|
||||
i {
|
||||
margin-right: 6px;
|
||||
}
|
||||
|
||||
&:hover {
|
||||
color: $primary !important;
|
||||
border-color: $primary !important;
|
||||
}
|
||||
}
|
||||
|
||||
.ip-alert {
|
||||
padding: 10px 14px;
|
||||
margin-bottom: 14px;
|
||||
border-radius: 8px;
|
||||
font-size: 13px;
|
||||
|
||||
&--error {
|
||||
background: #fef2f2;
|
||||
border: 1px solid #fecaca;
|
||||
color: #991b1b;
|
||||
}
|
||||
|
||||
&--success {
|
||||
background: #f0fdf4;
|
||||
border: 1px solid #bbf7d0;
|
||||
color: #14532d;
|
||||
}
|
||||
}
|
||||
|
||||
.ip-loading {
|
||||
padding: 24px;
|
||||
text-align: center;
|
||||
color: $gray-500;
|
||||
}
|
||||
|
||||
.ip-card {
|
||||
background: #fff;
|
||||
border: 1px solid $border;
|
||||
border-radius: 10px;
|
||||
overflow: hidden;
|
||||
}
|
||||
|
||||
.ip-section {
|
||||
&__header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
padding: 12px 24px;
|
||||
background: $gray-50;
|
||||
border-bottom: 1px solid $gray-200;
|
||||
|
||||
i {
|
||||
font-size: 14px;
|
||||
color: $accent;
|
||||
}
|
||||
|
||||
h3 {
|
||||
margin: 0;
|
||||
font-size: 14px;
|
||||
font-weight: 600;
|
||||
color: $gray-900;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.ip-body {
|
||||
padding: 20px 24px;
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 0 16px;
|
||||
}
|
||||
|
||||
.ip-field {
|
||||
width: 100%;
|
||||
margin-bottom: 4px;
|
||||
|
||||
&--half {
|
||||
width: calc(50% - 8px);
|
||||
}
|
||||
|
||||
&--third {
|
||||
width: calc(33.33% - 11px);
|
||||
}
|
||||
|
||||
&--quarter {
|
||||
width: calc(25% - 12px);
|
||||
}
|
||||
}
|
||||
|
||||
.ip-note {
|
||||
margin: 0 24px 16px;
|
||||
padding: 8px 12px;
|
||||
background: #fffbeb;
|
||||
border: 1px solid #fde68a;
|
||||
border-radius: 6px;
|
||||
font-size: 11px;
|
||||
color: #92400e;
|
||||
|
||||
a {
|
||||
color: $primary;
|
||||
font-weight: 600;
|
||||
}
|
||||
}
|
||||
|
||||
.ip-checkbox {
|
||||
display: block;
|
||||
margin-bottom: 8px;
|
||||
font-size: 13px;
|
||||
}
|
||||
|
||||
.ip-refnote {
|
||||
margin: 0 0 10px;
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
.ip-reflinks {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 8px;
|
||||
}
|
||||
|
||||
.ip-reflink {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
padding: 6px 12px;
|
||||
background: #fff;
|
||||
border: 1px solid $border;
|
||||
border-radius: 999px;
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
color: $primary;
|
||||
text-decoration: none;
|
||||
|
||||
&:hover {
|
||||
background: #eff6ff;
|
||||
border-color: $primary;
|
||||
}
|
||||
|
||||
i {
|
||||
font-size: 11px;
|
||||
color: $accent;
|
||||
}
|
||||
}
|
||||
|
||||
.ip-lastupdated {
|
||||
padding: 0 24px 10px;
|
||||
font-size: 11px;
|
||||
color: $gray-500;
|
||||
}
|
||||
|
||||
.ip-audit {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 4px 16px;
|
||||
padding: 8px 24px 10px;
|
||||
font-size: 11px;
|
||||
color: $gray-500;
|
||||
}
|
||||
|
||||
.ip-actions {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 10px;
|
||||
padding: 14px 24px;
|
||||
border-top: 1px solid $gray-200;
|
||||
background: $gray-50;
|
||||
|
||||
&__submit {
|
||||
border-radius: 8px !important;
|
||||
font-size: 13px !important;
|
||||
font-weight: 600 !important;
|
||||
height: 36px !important;
|
||||
box-shadow: 0 1px 3px rgba($primary, 0.3) !important;
|
||||
|
||||
i {
|
||||
margin-right: 6px;
|
||||
font-size: 12px;
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,208 @@
|
||||
/**
|
||||
* 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 { UntypedFormBuilder, UntypedFormGroup } from '@angular/forms';
|
||||
import { catchError, of } from 'rxjs';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { OrganizationService } from '../organization.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
|
||||
const BANK_TYPES = [
|
||||
{ value: 'COOPERATIVE', label: 'Co-operative Bank' },
|
||||
{ value: 'COMMERCIAL', label: 'Commercial Bank' },
|
||||
{ value: 'RRB', label: 'Regional Rural Bank' },
|
||||
{ value: 'NBFC', label: 'NBFC' },
|
||||
{ value: 'OTHER', label: 'Other' }
|
||||
];
|
||||
|
||||
const OWNERSHIP_TYPES = [
|
||||
{ value: 'GOVERNMENT', label: 'Government' },
|
||||
{ value: 'PRIVATE', label: 'Private' },
|
||||
{ value: 'COOPERATIVE', label: 'Cooperative' },
|
||||
{ value: 'OTHER', label: 'Other' }
|
||||
];
|
||||
|
||||
const LICENSE_STATUSES = [
|
||||
{ value: 'ACTIVE', label: 'Active' },
|
||||
{ value: 'EXPIRED', label: 'Expired' },
|
||||
{ value: 'SUSPENDED', label: 'Suspended' },
|
||||
{ value: 'NOT_APPLICABLE', label: 'Not Applicable' }
|
||||
];
|
||||
|
||||
const STATUSES = [
|
||||
{ value: 'ACTIVE', label: 'Active' },
|
||||
{ value: 'INACTIVE', label: 'Inactive' }
|
||||
];
|
||||
|
||||
/**
|
||||
* The bank's own "Bank Master" profile — identity/classification, regulatory details, address
|
||||
* (registered, with optional head-office/communication overrides), contact, the institution-level
|
||||
* banking identifier (SWIFT/BIC), document header names and terms, the authorised representative,
|
||||
* and audit fields. A singleton screen: there is only ever one institution running this tenant.
|
||||
*
|
||||
* IFSC/MICR are deliberately NOT here — those identify a specific branch, not the institution, and
|
||||
* live on Branch Profile instead. Business Date, Financial Year, Time Zone, Working Days and Holiday
|
||||
* Calendar are likewise not stored here — they already exist as their own configuration, and this
|
||||
* screen only links to them (see the Operational Configuration section) instead of holding a second,
|
||||
* driftable copy.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-institution-profile',
|
||||
templateUrl: './institution-profile.component.html',
|
||||
styleUrls: ['./institution-profile.component.scss'],
|
||||
imports: [...STANDALONE_SHARED_IMPORTS]
|
||||
})
|
||||
export class InstitutionProfileComponent implements OnInit {
|
||||
private formBuilder = inject(UntypedFormBuilder);
|
||||
private organizationService = inject(OrganizationService);
|
||||
private settingsService = inject(SettingsService);
|
||||
|
||||
bankTypes = BANK_TYPES;
|
||||
ownershipTypes = OWNERSHIP_TYPES;
|
||||
licenseStatuses = LICENSE_STATUSES;
|
||||
statuses = STATUSES;
|
||||
|
||||
form: UntypedFormGroup;
|
||||
loading = true;
|
||||
saving = false;
|
||||
errorMsg = '';
|
||||
successMsg = '';
|
||||
currencyCode = '';
|
||||
audit: any = null;
|
||||
|
||||
private static readonly DATE_FIELDS = [
|
||||
'establishedDate',
|
||||
'registrationDate',
|
||||
'licenseExpiryDate'
|
||||
];
|
||||
|
||||
ngOnInit(): void {
|
||||
this.form = this.formBuilder.group({
|
||||
bankName: [''],
|
||||
legalName: [''],
|
||||
shortName: [''],
|
||||
bankCode: [''],
|
||||
institutionCode: [''],
|
||||
bankType: [null],
|
||||
ownershipType: [null],
|
||||
parentInstitutionName: [''],
|
||||
establishedDate: [null],
|
||||
status: ['ACTIVE'],
|
||||
country: ['India'],
|
||||
|
||||
registrationNumber: [''],
|
||||
licenseNumber: [''],
|
||||
regulatoryAuthority: [''],
|
||||
registrationDate: [null],
|
||||
licenseStatus: [null],
|
||||
licenseExpiryDate: [null],
|
||||
pan: [''],
|
||||
tan: [''],
|
||||
gstin: [''],
|
||||
|
||||
addressLine1: [''],
|
||||
addressLine2: [''],
|
||||
city: [''],
|
||||
district: [''],
|
||||
state: [''],
|
||||
pincode: [''],
|
||||
headOfficeSameAsRegistered: [true],
|
||||
headOfficeAddress: [''],
|
||||
communicationSameAsRegistered: [true],
|
||||
communicationAddress: [''],
|
||||
|
||||
contactPhone: [''],
|
||||
contactEmail: [''],
|
||||
customerCareNumber: [''],
|
||||
grievanceEmail: [''],
|
||||
website: [''],
|
||||
|
||||
swiftBic: [''],
|
||||
|
||||
statementHeaderName: [''],
|
||||
passbookHeaderName: [''],
|
||||
receiptHeaderName: [''],
|
||||
termsAndConditions: [''],
|
||||
|
||||
authorizedPersonName: [''],
|
||||
authorizedPersonDesignation: [''],
|
||||
authorizedPersonContact: [''],
|
||||
authorizedPersonEmail: ['']
|
||||
});
|
||||
this.load();
|
||||
}
|
||||
|
||||
load(): void {
|
||||
this.loading = true;
|
||||
this.errorMsg = '';
|
||||
this.organizationService
|
||||
.getInstitutionProfile()
|
||||
.pipe(
|
||||
catchError((err: any) => {
|
||||
this.errorMsg = err?.error?.errors?.[0]?.defaultUserMessage ?? 'Could not load the bank profile.';
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((res: any) => {
|
||||
this.loading = false;
|
||||
if (!res) return;
|
||||
this.applyResult(res);
|
||||
this.form.markAsPristine();
|
||||
});
|
||||
}
|
||||
|
||||
submit(): void {
|
||||
if (this.saving) return;
|
||||
this.saving = true;
|
||||
this.errorMsg = '';
|
||||
this.successMsg = '';
|
||||
const raw = this.form.value;
|
||||
const payload: any = { ...raw, locale: this.settingsService.language.code };
|
||||
for (const field of InstitutionProfileComponent.DATE_FIELDS) {
|
||||
payload[field] = raw[field] ? this.formatDate(raw[field]) : null;
|
||||
}
|
||||
this.organizationService
|
||||
.updateInstitutionProfile(payload)
|
||||
.pipe(
|
||||
catchError((err: any) => {
|
||||
this.saving = false;
|
||||
this.errorMsg = err?.error?.errors?.[0]?.defaultUserMessage ?? 'Could not save the bank profile.';
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((res: any) => {
|
||||
this.saving = false;
|
||||
if (!res) return;
|
||||
this.successMsg = 'Bank profile saved.';
|
||||
this.applyResult(res);
|
||||
this.form.markAsPristine();
|
||||
});
|
||||
}
|
||||
|
||||
private applyResult(res: any): void {
|
||||
const patch: any = { ...res };
|
||||
for (const field of InstitutionProfileComponent.DATE_FIELDS) {
|
||||
patch[field] = res[field] ? new Date(res[field]) : null;
|
||||
}
|
||||
this.form.patchValue(patch);
|
||||
this.currencyCode = res.currencyCode ?? '';
|
||||
this.audit = {
|
||||
createdBy: res.createdByUsername,
|
||||
createdAt: res.createdAt,
|
||||
updatedBy: res.updatedByUsername,
|
||||
updatedAt: res.updatedAt,
|
||||
activationDate: res.activationDate,
|
||||
deactivationDate: res.deactivationDate
|
||||
};
|
||||
}
|
||||
|
||||
private formatDate(d: Date): string {
|
||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
}
|
||||
}
|
||||
@@ -237,6 +237,30 @@ const routes: Routes = [
|
||||
}
|
||||
]
|
||||
},
|
||||
{
|
||||
// Bank's own profile — name, legal name, code, registration, address/contact. A
|
||||
// singleton, unlike every other screen under Organization, so it has no create/list step.
|
||||
path: 'institution-profile',
|
||||
loadComponent: () =>
|
||||
import('./institution-profile/institution-profile.component').then((m) => m.InstitutionProfileComponent),
|
||||
data: { title: 'Bank Profile', breadcrumb: 'Bank Profile' }
|
||||
},
|
||||
{
|
||||
// The real-world fields (code, address, contact, type, working hours) behind a branch —
|
||||
// kept as its own screen rather than folded into Manage Offices, since the underlying
|
||||
// m_office record is a stock Fineract entity this CBS deliberately left untouched.
|
||||
path: 'branch-profile',
|
||||
loadComponent: () =>
|
||||
import('./branch-profile/branch-profile.component').then((m) => m.BranchProfileComponent),
|
||||
data: { title: 'Branch Profile', breadcrumb: 'Branch Profile' }
|
||||
},
|
||||
{
|
||||
// Which GL account backs each clearing suspense/settlement role (CTS, NACH, RTGS, ...).
|
||||
path: 'clearing-gl-config',
|
||||
loadComponent: () =>
|
||||
import('./clearing-gl-config/clearing-gl-config.component').then((m) => m.ClearingGlConfigComponent),
|
||||
data: { title: 'Clearing GL Configuration', breadcrumb: 'Clearing GL Configuration' }
|
||||
},
|
||||
{
|
||||
path: 'employees',
|
||||
data: { title: 'Manage Employees', breadcrumb: 'Manage Employees' },
|
||||
|
||||
@@ -34,6 +34,48 @@
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<!-- Bank Profile -->
|
||||
<div #institutionProfile>
|
||||
<a class="org-card" [routerLink]="['institution-profile']" *mifosxHasPermission="'READ_INSTITUTIONPROFILE'">
|
||||
<div class="org-card__icon org-card__icon--blue">
|
||||
<i class="fas fa-university"></i>
|
||||
</div>
|
||||
<div class="org-card__body">
|
||||
<h3 class="org-card__title">Bank Profile</h3>
|
||||
<p class="org-card__desc">Bank name, legal name, code, registration and contact details</p>
|
||||
</div>
|
||||
<i class="fas fa-chevron-right org-card__arrow"></i>
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<!-- Branch Profile -->
|
||||
<div #branchProfile>
|
||||
<a class="org-card" [routerLink]="['branch-profile']" *mifosxHasPermission="'READ_BRANCHPROFILE'">
|
||||
<div class="org-card__icon org-card__icon--blue">
|
||||
<i class="fas fa-code-branch"></i>
|
||||
</div>
|
||||
<div class="org-card__body">
|
||||
<h3 class="org-card__title">Branch Profile</h3>
|
||||
<p class="org-card__desc">Branch code, address, contact, type and working hours per office</p>
|
||||
</div>
|
||||
<i class="fas fa-chevron-right org-card__arrow"></i>
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<!-- Clearing GL Configuration -->
|
||||
<div #clearingGlConfig>
|
||||
<a class="org-card" [routerLink]="['clearing-gl-config']" *mifosxHasPermission="'READ_CLEARINGGLCONFIG'">
|
||||
<div class="org-card__icon org-card__icon--amber">
|
||||
<i class="fas fa-exchange-alt"></i>
|
||||
</div>
|
||||
<div class="org-card__body">
|
||||
<h3 class="org-card__title">Clearing GL Configuration</h3>
|
||||
<p class="org-card__desc">Map CTS, NACH and RTGS clearing roles to their GL accounts</p>
|
||||
</div>
|
||||
<i class="fas fa-chevron-right org-card__arrow"></i>
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<!-- Currency Configuration -->
|
||||
<div #addEditCurrency>
|
||||
<a class="org-card" [routerLink]="['currencies']" *mifosxHasPermission="'READ_CURRENCY'">
|
||||
|
||||
@@ -888,4 +888,51 @@ export class OrganizationService {
|
||||
deleteLoanOriginator(originatorId: number): Observable<any> {
|
||||
return this.http.delete(`/loan-originators/${originatorId}`);
|
||||
}
|
||||
|
||||
// ── Institution Profile ──
|
||||
|
||||
/** @returns {Observable<any>} The bank's own profile (name, legal name, code, contact...). */
|
||||
getInstitutionProfile(): Observable<any> {
|
||||
return this.http.get('/institutionprofile');
|
||||
}
|
||||
|
||||
/** @returns {Observable<any>} */
|
||||
updateInstitutionProfile(payload: any): Observable<any> {
|
||||
return this.http.put('/institutionprofile', payload);
|
||||
}
|
||||
|
||||
// ── Branch Profile ──
|
||||
|
||||
/** @returns {Observable<any[]>} Every office joined with its branch profile fields, if any. */
|
||||
getBranchProfiles(): Observable<any> {
|
||||
return this.http.get('/branchprofile');
|
||||
}
|
||||
|
||||
/** @returns {Observable<any>} One office's branch profile, joined with its office fields. */
|
||||
getBranchProfile(officeId: number): Observable<any> {
|
||||
const params = new HttpParams().set('officeId', String(officeId));
|
||||
return this.http.get('/branchprofile', { params });
|
||||
}
|
||||
|
||||
/** @returns {Observable<any>} */
|
||||
updateBranchProfile(officeId: number, payload: any): Observable<any> {
|
||||
return this.http.put(`/branchprofile/${officeId}`, payload);
|
||||
}
|
||||
|
||||
// ── Clearing GL Configuration ──
|
||||
|
||||
/** @returns {Observable<any[]>} Every clearing role (CTS/NACH/RTGS...) and its mapped GL account, if any. */
|
||||
getClearingGlConfig(): Observable<any> {
|
||||
return this.http.get('/clearingglconfig');
|
||||
}
|
||||
|
||||
/** @returns {Observable<any>} Selectable GL accounts for mapping a clearing role. */
|
||||
getClearingGlConfigTemplate(): Observable<any> {
|
||||
return this.http.get('/clearingglconfig/template');
|
||||
}
|
||||
|
||||
/** @returns {Observable<any>} */
|
||||
updateClearingGlConfig(configKey: string, glAccountId: number | null): Observable<any> {
|
||||
return this.http.put(`/clearingglconfig/${configKey}`, { glAccountId });
|
||||
}
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user