DDS: agent collection entry screen, per-agent GL account, maturity auto close

The Daily Transaction Entry screen no longer composes a Party Tran. An agent records their own round
elsewhere; this screen reads back what they wrote down, shows what it adds up to, and settles the
day once a clerk has counted the cash against it. Nothing is typed here and nothing is edited - what
settles is what the entries say, to the rupee.

Agent Master now asks which ledger account the agent's collections pass through, one agent to an
account, and offers only the accounts that can carry them. The DDS scheme product is kept out of the
agent's own savings list for the same reason the server refuses it: debits are blocked on those
accounts, so commission paid into one would go in and never come out.

The DDS product carries a Maturity Auto Close setting, asked as Yes/No to match the Auto Interest
Post question directly above it, and Batch Processing offers the run that applies it.

Also: the report viewer stops printing two money columns ungrouped and stops totalling a column that
holds a word, and an agent's birth date cannot be picked later than eighteen years ago.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
This commit is contained in:
tarunmalviya
2026-09-23 11:54:49 +05:30
co-authored by Claude Opus 5
parent 57a61b3057
commit e2eff9914f
114 changed files with 10259 additions and 15955 deletions
@@ -0,0 +1,73 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<h2 mat-dialog-title class="nd-title">
Nominees
<span class="nd-party">{{ data.partyCode }} · {{ data.partyName }}</span>
</h2>
<mat-dialog-content class="nd-body">
@if (nominees.length === 0) {
<p class="nd-empty">Nobody is nominated on this account.</p>
} @else {
<p class="nd-mode">
@if (bySequence) {
Paid in the order listed — the first named who can be found receives the deposit.
} @else {
Split by share of the deposit.
}
</p>
<table class="nd-table">
<thead>
<tr>
<th>@if (bySequence) { Order } @else { # }</th>
<th>Name</th>
<th>Relation</th>
<th>Nominated</th>
@if (!bySequence) {
<th class="nd-num">Share</th>
}
</tr>
</thead>
<tbody>
@for (nominee of nominees; track nominee.id; let i = $index) {
<tr>
<!-- The stated order where there is one; otherwise just the position in the list. -->
<td class="nd-seq">{{ nominee.sequenceNo ?? i + 1 }}</td>
<td>
{{ nominee.name }}
@if (nominee.minor) {
<span class="nd-minor">minor · guardian {{ nominee.guardianName || '—' }}</span>
}
</td>
<td>{{ nominee.relation }}</td>
<td>{{ nominee.nominationDate | dateFormat }}</td>
@if (!bySequence) {
<td class="nd-num">
@if (nominee.sharePercent !== null && nominee.sharePercent !== undefined) {
{{ nominee.sharePercent }}%
} @else {
—
}
</td>
}
</tr>
}
</tbody>
</table>
@if (shareWarning) {
<p class="nd-warn">{{ shareWarning }}</p>
}
}
</mat-dialog-content>
<mat-dialog-actions align="end">
<button mat-raised-button color="primary" mat-dialog-close>Close</button>
</mat-dialog-actions>
@@ -0,0 +1,84 @@
/**
* 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/.
*/
.nd-title {
display: flex;
flex-direction: column;
gap: 2px;
margin-bottom: 0;
}
.nd-party {
font-size: 13px;
font-weight: 400;
color: rgb(0 0 0 / 55%);
}
.nd-body {
min-width: 420px;
padding-top: 8px;
}
.nd-mode {
margin: 0 0 12px;
font-size: 13px;
color: rgb(0 0 0 / 60%);
}
.nd-empty {
margin: 8px 0;
color: rgb(0 0 0 / 55%);
}
.nd-table {
width: 100%;
border-collapse: collapse;
font-size: 14px;
th {
text-align: left;
font-weight: 500;
font-size: 12px;
letter-spacing: 0.04em;
text-transform: uppercase;
color: rgb(0 0 0 / 50%);
padding: 0 8px 6px 0;
border-bottom: 1px solid rgb(0 0 0 / 10%);
}
td {
padding: 8px 8px 8px 0;
border-bottom: 1px solid rgb(0 0 0 / 6%);
vertical-align: top;
}
}
/* Shares line up to be read down the column, not across the row. */
.nd-num {
text-align: right;
font-variant-numeric: tabular-nums;
padding-right: 0;
}
.nd-seq {
width: 32px;
color: rgb(0 0 0 / 45%);
font-variant-numeric: tabular-nums;
}
.nd-minor {
display: block;
font-size: 12px;
color: rgb(0 0 0 / 50%);
}
.nd-warn {
margin: 12px 0 0;
font-size: 13px;
color: #b3261e;
}
@@ -0,0 +1,82 @@
/**
* 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/.
*/
/** Angular Imports */
import { Component, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { MAT_DIALOG_DATA, MatDialogModule } from '@angular/material/dialog';
import { MatButtonModule } from '@angular/material/button';
/** Custom Pipes */
import { DateFormatPipe } from 'app/pipes/date-format.pipe';
/**
* Who this account is nominated to, read without opening it for editing.
*
* A clerk asked "who is on this account" has one question, not an intention to change anything, and
* the edit form answers it only after a load, a tab and a scroll - with every field live the whole
* time. This states it and closes.
*
* What is shown follows the split the account was nominated under: a share per nominee under
* Percentage, and the order they are paid in under Sequence, because that ordering is the whole of
* what Sequence records.
*/
@Component({
selector: 'mifosx-nominee-list-dialog',
standalone: true,
imports: [
CommonModule,
MatDialogModule,
MatButtonModule,
DateFormatPipe
],
templateUrl: './nominee-list-dialog.component.html',
styleUrls: ['./nominee-list-dialog.component.scss']
})
export class NomineeListDialogComponent {
/** { partyCode, partyName, splitMode, nominees } */
data = inject<any>(MAT_DIALOG_DATA);
get bySequence(): boolean {
return this.data?.splitMode === 'Sequence';
}
get nominees(): any[] {
return this.data?.nominees || [];
}
/**
* What the shares come to. Shown only when it is not the whole deposit - a nomination recorded
* before shares were captured reads as complete otherwise, and the remainder has nobody named
* to receive it.
*/
get shareTotal(): number | null {
if (this.bySequence) {
return null;
}
const stated = this.nominees.filter((n) => n?.sharePercent !== null && n?.sharePercent !== undefined);
if (stated.length === 0) {
return null;
}
return stated.reduce((sum, n) => sum + Number(n.sharePercent || 0), 0);
}
get shareWarning(): string | null {
if (this.bySequence) {
// Under Sequence the order is the whole of the nomination, so an order nobody stated is the
// same gap a missing share is under Percentage.
const stated = this.nominees.filter((n) => n?.sequenceNo !== null && n?.sequenceNo !== undefined);
return stated.length === this.nominees.length ? null : 'No order was recorded against these nominees.';
}
const total = this.shareTotal;
if (total === null) {
return 'No shares were recorded against these nominees.';
}
return total === 100 ? null : `The shares come to ${total}%, not 100%.`;
}
}