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
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This Source Code Form is subject to the terms of the Mozilla Public
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License, v. 2.0. If a copy of the MPL was not distributed with this
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file, You can obtain one at http://mozilla.org/MPL/2.0/.
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-->
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<div class="ip-container">
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<div class="ip-header">
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<button mat-stroked-button [routerLink]="['/organization']" class="ip-back">
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<i class="fas fa-arrow-left"></i> Organization
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</button>
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<h2 class="ip-header__title">Bank Profile</h2>
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</div>
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@if (errorMsg) {
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<div class="ip-alert ip-alert--error">{{ errorMsg }}</div>
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<div class="ip-alert ip-alert--success">{{ successMsg }}</div>
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<div class="ip-loading">Loading…</div>
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<!-- 1. Basic Information -->
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<div class="ip-section">
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<div class="ip-section__header">
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<i class="fas fa-university"></i>
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<h3>Basic Information</h3>
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</div>
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<div class="ip-body">
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<mat-form-field appearance="outline" class="ip-field ip-field--half">
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<mat-label>Bank / Institution Name</mat-label>
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<input matInput formControlName="bankName" placeholder="e.g. Socity Urban Co-operative Bank" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--half">
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<mat-label>Short Name / Abbreviation</mat-label>
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<input matInput formControlName="shortName" placeholder="e.g. SUCB" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field">
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<mat-label>Legal / Registered Name</mat-label>
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<input matInput formControlName="legalName" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--third">
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<mat-label>Bank Code</mat-label>
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<input matInput formControlName="bankCode" placeholder="e.g. SUCB001" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--third">
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<mat-label>Institution Code</mat-label>
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<input matInput formControlName="institutionCode" placeholder="e.g. INST001" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--third">
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<mat-label>Institution Type</mat-label>
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<mat-select formControlName="bankType">
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@for (t of bankTypes; 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-form-field appearance="outline" class="ip-field ip-field--third">
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<mat-label>Ownership Type</mat-label>
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<mat-select formControlName="ownershipType">
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@for (o of ownershipTypes; track o.value) {
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<mat-option [value]="o.value">{{ o.label }}</mat-option>
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}
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<mat-form-field appearance="outline" class="ip-field ip-field--third">
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<mat-label>Parent Institution (if any)</mat-label>
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<input matInput formControlName="parentInstitutionName" placeholder="Leave blank if not applicable" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--third">
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<mat-label>Established Date</mat-label>
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<input matInput [matDatepicker]="estPicker" formControlName="establishedDate" />
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<mat-datepicker-toggle matSuffix [for]="estPicker"></mat-datepicker-toggle>
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<mat-datepicker #estPicker></mat-datepicker>
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<mat-form-field appearance="outline" class="ip-field ip-field--quarter">
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<mat-label>Status</mat-label>
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<mat-select formControlName="status">
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--quarter">
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<mat-label>Country</mat-label>
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<input matInput formControlName="country" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--quarter">
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<mat-label>Currency</mat-label>
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<input matInput [value]="currencyCode" readonly disabled />
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<mat-hint>Set once for the whole system, not editable here</mat-hint>
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</mat-form-field>
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</div>
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</div>
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<!-- 2. Regulatory Information -->
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<div class="ip-section">
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<div class="ip-section__header">
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<i class="fas fa-gavel"></i>
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<h3>Regulatory Information</h3>
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</div>
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<div class="ip-body">
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<mat-form-field appearance="outline" class="ip-field ip-field--half">
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<mat-label>Regulatory Authority</mat-label>
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<input
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matInput
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formControlName="regulatoryAuthority"
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placeholder="e.g. RBI / Registrar of Cooperative Societies"
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/>
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--half">
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<mat-label>Registration Date</mat-label>
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<input matInput [matDatepicker]="regPicker" formControlName="registrationDate" />
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<mat-datepicker-toggle matSuffix [for]="regPicker"></mat-datepicker-toggle>
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<mat-datepicker #regPicker></mat-datepicker>
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--third">
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<mat-label>Registration Number</mat-label>
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<input matInput formControlName="registrationNumber" placeholder="RCS registration no." />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--third">
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<mat-label>License Number</mat-label>
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<input matInput formControlName="licenseNumber" placeholder="RBI licence no." />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--third">
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<mat-label>License Status</mat-label>
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<mat-select formControlName="licenseStatus">
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@for (l of licenseStatuses; track l.value) {
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<mat-option [value]="l.value">{{ l.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="ip-field ip-field--third">
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<mat-label>License Expiry Date</mat-label>
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<input matInput [matDatepicker]="licExpPicker" formControlName="licenseExpiryDate" />
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<mat-datepicker-toggle matSuffix [for]="licExpPicker"></mat-datepicker-toggle>
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<mat-datepicker #licExpPicker></mat-datepicker>
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--third">
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<mat-label>PAN</mat-label>
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<input matInput formControlName="pan" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--third">
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<mat-label>TAN</mat-label>
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<input matInput formControlName="tan" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--third">
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<mat-label>GSTIN</mat-label>
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<input matInput formControlName="gstin" />
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</mat-form-field>
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</div>
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</div>
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<!-- 3. Address -->
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<div class="ip-section">
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<div class="ip-section__header">
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<i class="fas fa-map-marker-alt"></i>
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<h3>Registered Office Address</h3>
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</div>
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<div class="ip-body">
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<mat-form-field appearance="outline" class="ip-field">
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<mat-label>Address Line 1</mat-label>
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<input matInput formControlName="addressLine1" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field">
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<mat-label>Address Line 2</mat-label>
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<input matInput formControlName="addressLine2" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--quarter">
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<mat-label>City</mat-label>
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<input matInput formControlName="city" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--quarter">
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<mat-label>District</mat-label>
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<input matInput formControlName="district" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--quarter">
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<mat-label>State</mat-label>
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<input matInput formControlName="state" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--quarter">
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<mat-label>PIN Code</mat-label>
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<input matInput formControlName="pincode" />
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</mat-form-field>
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</div>
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</div>
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<div class="ip-section">
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<div class="ip-section__header">
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<i class="fas fa-building"></i>
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<h3>Head Office / Corporate Address</h3>
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</div>
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<div class="ip-body">
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<mat-checkbox formControlName="headOfficeSameAsRegistered" class="ip-checkbox">
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Same as Registered Office Address
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</mat-checkbox>
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@if (!form.value.headOfficeSameAsRegistered) {
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<mat-form-field appearance="outline" class="ip-field">
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<mat-label>Head Office Address</mat-label>
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<textarea matInput formControlName="headOfficeAddress" rows="2"></textarea>
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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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<div class="ip-section">
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<div class="ip-section__header">
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<i class="fas fa-envelope-open-text"></i>
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<h3>Communication Address</h3>
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</div>
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<div class="ip-body">
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<mat-checkbox formControlName="communicationSameAsRegistered" class="ip-checkbox">
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Same as Registered Office Address
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</mat-checkbox>
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@if (!form.value.communicationSameAsRegistered) {
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<mat-form-field appearance="outline" class="ip-field">
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<mat-label>Communication Address</mat-label>
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<textarea matInput formControlName="communicationAddress" rows="2"></textarea>
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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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<!-- 4. Contact -->
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<div class="ip-section">
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<div class="ip-section__header">
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<i class="fas fa-address-card"></i>
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<h3>Contact Details</h3>
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</div>
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<div class="ip-body">
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<mat-form-field appearance="outline" class="ip-field ip-field--half">
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<mat-label>Official Email</mat-label>
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<input matInput type="email" formControlName="contactEmail" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--half">
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<mat-label>Phone Number</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="ip-field ip-field--half">
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<mat-label>Customer Care Number</mat-label>
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<input matInput formControlName="customerCareNumber" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field ip-field--half">
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<mat-label>Grievance / Support Email</mat-label>
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<input matInput type="email" formControlName="grievanceEmail" />
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</mat-form-field>
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<mat-form-field appearance="outline" class="ip-field">
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<mat-label>Website</mat-label>
|
||||
<input matInput formControlName="website" placeholder="https://" />
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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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||||
<!-- 5. Banking Configuration (reference only — not stored here) -->
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<div class="ip-section">
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||||
<div class="ip-section__header">
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||||
<i class="fas fa-cogs"></i>
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||||
<h3>Banking Configuration</h3>
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</div>
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||||
<div class="ip-body">
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<p class="ip-refnote">
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Business date, financial year, time zone, working days and the holiday calendar are configured on their
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own screens rather than duplicated here, so there is exactly one place each is set:
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</p>
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<div class="ip-reflinks">
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<a [routerLink]="['/organization/working-days']" class="ip-reflink"
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><i class="fas fa-calendar-alt"></i> Working Days</a
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>
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<a [routerLink]="['/bank-calendar']" class="ip-reflink"
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><i class="fas fa-calendar-check"></i> Holiday Calendar</a
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>
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<a [routerLink]="['/accounting/closing-entries']" class="ip-reflink"
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><i class="fas fa-calendar-day"></i> Financial Year / Closing Entries</a
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>
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<a [routerLink]="['/branch-ops/day-register']" class="ip-reflink"
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><i class="fas fa-clock"></i> Business Date (Day Register)</a
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>
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</div>
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</div>
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</div>
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<!-- 6. Banking Identifiers -->
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<div class="ip-section">
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<div class="ip-section__header">
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<i class="fas fa-landmark"></i>
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<h3>Banking Identifiers</h3>
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</div>
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<div class="ip-body">
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<mat-form-field appearance="outline" class="ip-field ip-field--third">
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<mat-label>SWIFT / BIC</mat-label>
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<input matInput formControlName="swiftBic" placeholder="If applicable" />
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</mat-form-field>
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</div>
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<p class="ip-note">
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IFSC and MICR are branch-level identifiers, not institution-level — a bank with multiple branches has a
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different IFSC/MICR per branch, so those are set on each branch's own
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<a [routerLink]="['/organization/branch-profile']">Branch Profile</a> instead.
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</p>
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</div>
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<!-- 7. Branding / Documents -->
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<div class="ip-section">
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<div class="ip-section__header">
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||||
<i class="fas fa-file-invoice"></i>
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<h3>Document Headers</h3>
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</div>
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||||
<div class="ip-body">
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||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
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||||
<mat-label>Statement Header Name</mat-label>
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<input matInput formControlName="statementHeaderName" />
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</mat-form-field>
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||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
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||||
<mat-label>Passbook Header Name</mat-label>
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||||
<input matInput formControlName="passbookHeaderName" />
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||||
</mat-form-field>
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||||
<mat-form-field appearance="outline" class="ip-field ip-field--third">
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<mat-label>Receipt Header Name</mat-label>
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||||
<input matInput formControlName="receiptHeaderName" />
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||||
</mat-form-field>
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||||
<mat-form-field appearance="outline" class="ip-field">
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||||
<mat-label>Terms & Conditions</mat-label>
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||||
<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')}`;
|
||||
}
|
||||
}
|
||||
Reference in New Issue
Block a user