feat(cashier,organization): denomination-aware vault UI, Bank/Branch Profile screens, popup disbursement review
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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:
2026-08-28 14:40:13 +05:30
co-authored by Claude Sonnet 5
parent ce840d73d7
commit da1f57c3b6
32 changed files with 3006 additions and 136 deletions
@@ -124,23 +124,8 @@
<tr class="wri-row" (click)="review(r)">
<td class="cell-mono wri-voucher">{{ r.voucher_no || '—' }}</td>
<td>
<span
class="wri-credit-badge"
[style.background]="
r.request_type === 'BANK_TRANSFER'
? '#e3f2fd'
: r.request_type === 'COLLECTION'
? '#fce4ec'
: '#e8f5e9'
"
>
{{
r.request_type === 'BANK_TRANSFER'
? 'Bank Transfer'
: r.request_type === 'COLLECTION'
? 'Collection'
: 'Disbursement'
}}
<span class="wri-credit-badge" [style.background]="typeColor(r)">
{{ typeLabel(r) }}
</span>
</td>
<td>
@@ -9,10 +9,11 @@
import { Component, OnInit, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { Router, RouterModule } from '@angular/router';
import { RouterModule } from '@angular/router';
import { MatIconModule } from '@angular/material/icon';
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { MatDialog } from '@angular/material/dialog';
import { MatNativeDateModule } from '@angular/material/core';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatInputModule } from '@angular/material/input';
@@ -22,6 +23,7 @@ import { of } from 'rxjs';
import { ClerkDisbursementService } from '../../../cashier/clerk-disbursement.service';
import { SettingsService } from '../../../settings/settings.service';
import { DisbursementReviewComponent } from '../../../clerk/disbursement-review/disbursement-review.component';
@Component({
selector: 'mifosx-disbursement-requests',
@@ -43,9 +45,9 @@ import { SettingsService } from '../../../settings/settings.service';
})
export class DisbursementRequestsComponent implements OnInit {
private service = inject(ClerkDisbursementService);
private router = inject(Router);
private snackBar = inject(MatSnackBar);
private settingsService = inject(SettingsService);
private dialog = inject(MatDialog);
requests: any[] = [];
totalRecords = 0;
@@ -164,11 +166,13 @@ export class DisbursementRequestsComponent implements OnInit {
}
review(req: any): void {
this.router.navigate([
'/checker-inbox-and-tasks/disbursement-requests',
req.id,
'review'
]);
this.dialog
.open(DisbursementReviewComponent, {
data: { requestId: req.id },
autoFocus: false
})
.afterClosed()
.subscribe(() => this.load());
}
creditCount(req: any): number {
@@ -180,6 +184,24 @@ export class DisbursementRequestsComponent implements OnInit {
}
}
typeLabel(req: any): string {
const map: Record<string, string> = {
BANK_TRANSFER: 'Bank Transfer',
COLLECTION: 'Collection',
FUND_TRANSFER: 'Fund Transfer'
};
return map[req.request_type] ?? 'Disbursement';
}
typeColor(req: any): string {
const map: Record<string, string> = {
BANK_TRANSFER: '#e3f2fd',
COLLECTION: '#fce4ec',
FUND_TRANSFER: '#ede7f6'
};
return map[req.request_type] ?? '#e8f5e9';
}
statusClass(status: string): string {
const map: Record<string, string> = {
PENDING: 'wri-status--pending',