Enhancement/inverstor search data (#1838)

* Investor Search data

* Investor module

---------

Co-authored-by: Jose Alberto Hernandez <alberto@blue-daemon.local>
This commit is contained in:
José Alberto Hernández
2023-08-10 01:53:42 -06:00
committed by GitHub
co-authored by Jose Alberto Hernandez
parent 861cf7a000
commit ed47d769e3
47 changed files with 1627 additions and 489 deletions
@@ -1,84 +1,145 @@
<div class="container" fxLayout="row wrap" fxLayoutGap="2%" fxLayout.lt-md="column">
<mat-card class="container">
<mat-form-field fxFlex="31%">
<mat-label>{{ 'labels.inputs.Filter' | translate }}</mat-label>
<mat-select [formControl]="entryTypeFilter">
<mat-option *ngFor="let filter of entryTypeFilterData" [value]="filter.value">
{{ filter.option }}
</mat-option>
</mat-select>
</mat-form-field>
<div fxLayout="row wrap" fxLayoutGap="2%" fxLayout.lt-md="column">
<mat-form-field fxFlex="31%" (click)="transferDateFromPicker.open()">
<mat-label>Transfer Date From</mat-label>
<input matInput [min]="minDate" [max]="maxDate" [matDatepicker]="transferDateFromPicker" [formControl]="transferDateFrom">
<mat-datepicker-toggle matSuffix [for]="transferDateFromPicker"></mat-datepicker-toggle>
<mat-datepicker #transferDateFromPicker></mat-datepicker>
</mat-form-field>
<mat-form-field fxFlex="22%" (click)="effectiveFromDatePicker.open()">
<mat-label>Effective Date From</mat-label>
<input matInput [min]="minDate" [max]="maxDate" [matDatepicker]="effectiveFromDatePicker"
[formControl]="effectiveFromDate">
<mat-datepicker-toggle matSuffix [for]="effectiveFromDatePicker"></mat-datepicker-toggle>
<mat-datepicker #effectiveFromDatePicker></mat-datepicker>
</mat-form-field>
<mat-form-field fxFlex="31%" (click)="transferDateToPicker.open()">
<mat-label>Transfer Date To</mat-label>
<input matInput [min]="minDate" [max]="maxDate" [matDatepicker]="transferDateToPicker" [formControl]="transferDateTo">
<mat-datepicker-toggle matSuffix [for]="transferDateToPicker"></mat-datepicker-toggle>
<mat-datepicker #transferDateToPicker></mat-datepicker>
</mat-form-field>
<mat-form-field fxFlex="22%" (click)="effectiveToDatePicker.open()">
<mat-label>Effective Date To</mat-label>
<input matInput [min]="minDate" [max]="maxDate" [matDatepicker]="effectiveToDatePicker"
[formControl]="effectiveToDate">
<mat-datepicker-toggle matSuffix [for]="effectiveToDatePicker"></mat-datepicker-toggle>
<mat-datepicker #effectiveToDatePicker></mat-datepicker>
</mat-form-field>
<mat-form-field fxFlex="31%">
<mat-label>Transfer External Id</mat-label>
<input matInput [formControl]="transferExternalId">
</mat-form-field>
<mat-form-field fxFlex="22%" (click)="settlementFromDatePicker.open()">
<mat-label>Settlement Date From</mat-label>
<input matInput [min]="minDate" [max]="maxDate" [matDatepicker]="settlementFromDatePicker"
[formControl]="settlementFromDate">
<mat-datepicker-toggle matSuffix [for]="settlementFromDatePicker"></mat-datepicker-toggle>
<mat-datepicker #settlementFromDatePicker></mat-datepicker>
</mat-form-field>
</div>
<mat-form-field fxFlex="22%" (click)="settlementToDatePicker.open()">
<mat-label>Settlement Date To</mat-label>
<input matInput [min]="minDate" [max]="maxDate" [matDatepicker]="settlementToDatePicker"
[formControl]="settlementToDate">
<mat-datepicker-toggle matSuffix [for]="settlementToDatePicker"></mat-datepicker-toggle>
<mat-datepicker #settlementToDatePicker></mat-datepicker>
</mat-form-field>
<div class="mat-elevation-z8 container">
<mat-form-field fxFlex="60%">
<mat-label>Transaction ID</mat-label>
<input matInput [formControl]="searchText">
</mat-form-field>
<table mat-table [dataSource]="dataSource" matSort>
<ng-container matColumnDef="investor">
<th mat-header-cell *matHeaderCellDef mat-sort-header> Investor </th>
<td mat-cell *matCellDef="let item"> </td>
<ng-container fxFlex="40%" class="right">
<button mat-raised-button color="primary" (click)="searchEAO()">
<fa-icon icon="search" class="m-r-10"></fa-icon> Search
</button>
</ng-container>
</div>
<ng-container matColumnDef="loanAccount">
<th mat-header-cell *matHeaderCellDef mat-sort-header> Loan </th>
<td mat-cell *matCellDef="let item"> </td>
</ng-container>
<div class="mat-elevation-z8 container">
<mat-progress-bar mode="indeterminate" *ngIf="isLoading"></mat-progress-bar>
<ng-container matColumnDef="totalAmount">
<th mat-header-cell *matHeaderCellDef mat-sort-header> Total Amount </th>
<td mat-cell *matCellDef="let item"> </td>
</ng-container>
<table mat-table [dataSource]="dataSource" matSort *ngIf="existsDataToFilter" multiTemplateDataRows>
<ng-container matColumnDef="principal">
<th mat-header-cell *matHeaderCellDef mat-sort-header> Principal </th>
<td mat-cell *matCellDef="let item"> </td>
</ng-container>
<ng-container matColumnDef="status">
<th mat-header-cell *matHeaderCellDef mat-sort-header> Status </th>
<td mat-cell *matCellDef="let item">
<div [ngClass]="itemStatus(item.status)">
<fa-icon icon="stop"></fa-icon>
<span class="m-l-10 status">{{item.status}}</span>
</div>
</td>
</ng-container>
<ng-container matColumnDef="interest">
<th mat-header-cell *matHeaderCellDef> Interest </th>
<td mat-cell *matCellDef="let item"> </td>
</ng-container>
<ng-container matColumnDef="effectiveFrom">
<th mat-header-cell *matHeaderCellDef mat-sort-header> Effective From Date </th>
<td mat-cell *matCellDef="let item"> {{ item.effectiveFrom | dateFormat }} </td>
</ng-container>
<ng-container matColumnDef="fees">
<th mat-header-cell *matHeaderCellDef> Fees </th>
<td mat-cell *matCellDef="let item"> </td>
</ng-container>
<ng-container matColumnDef="ownerExternalId">
<th mat-header-cell *matHeaderCellDef mat-sort-header> Owner </th>
<td mat-cell *matCellDef="let item">
<mifosx-external-identifier externalId="{{item.owner.externalId}}"></mifosx-external-identifier>
</td>
</ng-container>
<ng-container matColumnDef="penalties">
<th mat-header-cell *matHeaderCellDef> Penalties </th>
<td mat-cell *matCellDef="let item"> </td>
</ng-container>
<ng-container matColumnDef="loanAccount">
<th mat-header-cell *matHeaderCellDef mat-sort-header> Loan </th>
<td mat-cell *matCellDef="let item"> {{ item.loan.loanId }} </td>
</ng-container>
<ng-container matColumnDef="actions">
<th mat-header-cell *matHeaderCellDef mat-sort-header> Actions </th>
<td mat-cell *matCellDef="let item"> </td>
</ng-container>
<ng-container matColumnDef="transferExternalId">
<th mat-header-cell *matHeaderCellDef mat-sort-header> Transfer </th>
<td mat-cell *matCellDef="let item">
<mifosx-external-identifier externalId="{{item.transferExternalId}}"></mifosx-external-identifier>
</td>
</ng-container>
<tr mat-header-row *matHeaderRowDef="displayedColumns"></tr>
<tr mat-row *matRowDef="let row; columns: displayedColumns;" [routerLink]="['transactions/view', row.transactionId]" class="select-row"></tr>
<ng-container matColumnDef="settlementDate">
<th mat-header-cell *matHeaderCellDef mat-sort-header> Settlement Date </th>
<td mat-cell *matCellDef="let item"> {{ item.settlementDate | dateFormat }} </td>
</ng-container>
</table>
<ng-container matColumnDef="purchasePriceRatio">
<th mat-header-cell *matHeaderCellDef mat-sort-header> Purchase Price Ratio </th>
<td mat-cell *matCellDef="let item"> {{ item.purchasePriceRatio | number }} </td>
</ng-container>
<mat-paginator [pageSize]="50" [pageSizeOptions]="[50, 100, 200, 500]" showFirstLastButtons></mat-paginator>
<ng-container matColumnDef="totalAmount">
<th mat-header-cell *matHeaderCellDef mat-sort-header> Total Amount </th>
<td mat-cell *matCellDef="let item">
<span *ngIf="item.details">
{{ item.details.totalOutstanding | number }}
</span>
</td>
</ng-container>
</div>
<ng-container matColumnDef="actions">
<th mat-header-cell class="center" *matHeaderCellDef> Actions </th>
<td mat-cell *matCellDef="let item" class="center td-min-space">
<button class="account-action-button" *ngIf="!isPendingOrCanceled(item)" mat-raised-button color="primary" matTooltip="View Journal Entries"
matTooltipPosition="left" (click)="routeJournalEntry($event)" [routerLink]="['/', 'journal-entry', 'view-transfer', item.transferId]">
<i class="fa fa-arrow-circle-right"></i>
</button>
</td>
</ng-container>
<ng-container matColumnDef="expandedDetail">
<td mat-cell *matCellDef="let item" [attr.colspan]="displayedColumns.length">
<div class="element-detail"
[@detailExpand]="item.transferId == expandedRowId ? 'expanded' : 'collapsed'">
<mifosx-external-asset-transfer [transferData]="item"></mifosx-external-asset-transfer>
</div>
</td>
</ng-container>
<tr mat-header-row *matHeaderRowDef="displayedColumns"></tr>
<tr mat-row *matRowDef="let item; columns: displayedColumns;"
class="element-row"
[class.expanded-row]="expandedRowId === item.transferId"
(click)="expandedRowId = expandedRowId === item.transferId ? null : item.transferId"></tr>
<tr mat-row *matRowDef="let item; columns: ['expandedDetail']" class="detail-row"></tr>
</table>
<mat-paginator [pageSize]="pageSize" [pageSizeOptions]="[50, 100, 200]" [length]="totalRows" (page)="pageChanged($event)"
showFirstLastButtons *ngIf="existsDataToFilter"></mat-paginator>
</div>
<div class="alert" *ngIf="!existsDataToFilter">
<div class="message">
<i class="fa fa-exclamation-circle alert-check"></i>
No data was found
</div>
</div>
</mat-card>
@@ -0,0 +1,40 @@
.status {
color: black;
}
.account-action-button{
min-width: 26px;
padding: 0 0 3px 0;
margin: 0 2%;
line-height: 25px;
}
.item-detail {
overflow: hidden;
display: flex;
}
tr.detail-row {
height: 0;
}
tr.element-row:hover {
cursor: pointer;
}
tr.element-row:not(.expanded-row):hover {
background: whitesmoke;
}
tr.element-row:not(.expanded-row):active {
background: #efefef;
}
.element-row td {
border-bottom-width: 0;
}
.element-detail {
overflow: hidden;
display: flex;
}
@@ -1,11 +1,25 @@
import { Component, OnInit } from '@angular/core';
import { animate, state, style, transition, trigger } from '@angular/animations';
import { Component, OnInit, ViewChild } from '@angular/core';
import { FormControl } from '@angular/forms';
import { MatPaginator, PageEvent } from '@angular/material/paginator';
import { MatSort } from '@angular/material/sort';
import { MatTableDataSource } from '@angular/material/table';
import { Dates } from 'app/core/utils/dates';
import { ExternalAssetOwner } from 'app/loans/services/external-asset-owner';
import { ExternalAssetOwnerService } from 'app/loans/services/external-asset-owner.service';
import { SettingsService } from 'app/settings/settings.service';
@Component({
selector: 'mifosx-investors',
templateUrl: './investors.component.html',
styleUrls: ['./investors.component.scss']
styleUrls: ['./investors.component.scss'],
animations: [
trigger('detailExpand', [
state('collapsed', style({height: '0px', minHeight: '0'})),
state('expanded', style({height: '*'})),
transition('expanded <=> collapsed', animate('225ms cubic-bezier(0.4, 0.0, 0.2, 1)')),
]),
],
})
export class InvestorsComponent implements OnInit {
@@ -14,9 +28,28 @@ export class InvestorsComponent implements OnInit {
/** Maximum transaction date allowed. */
maxDate = new Date();
transferDateFrom = new FormControl('');
transferDateTo = new FormControl('');
transferExternalId = new FormControl('');
searchText = new FormControl('');
effectiveFromDate = new FormControl('');
effectiveToDate = new FormControl('');
settlementFromDate = new FormControl('');
settlementToDate = new FormControl('');
dataSource: MatTableDataSource<any> = new MatTableDataSource();
existsDataToFilter = false;
expandedRowId: number | null;
totalRows: number;
isLoading = false;
pageSize = 50;
currentPage = 0;
filterText = '';
sortAttribute = '';
sortDirection = '';
@ViewChild(MatPaginator) paginator: MatPaginator;
@ViewChild(MatSort) sort: MatSort;
/** Entry type filter form control. */
entryTypeFilter = new FormControl('');
@@ -27,7 +60,7 @@ export class InvestorsComponent implements OnInit {
value: ''
},
{
option: 'Sale',
option: 'Sell',
value: true
},
{
@@ -37,13 +70,87 @@ export class InvestorsComponent implements OnInit {
];
/** Columns to be displayed in investors table. */
displayedColumns: string[] = ['investor', 'loanAccount', 'totalAmount', 'principal', 'interest', 'fees', 'penalties', 'actions'];
/** Data source for investors table. */
dataSource: MatTableDataSource<any> = new MatTableDataSource();
constructor() { }
displayedColumns: string[] = ['status', 'effectiveFrom', 'ownerExternalId', 'loanAccount', 'transferExternalId', 'settlementDate', 'purchasePriceRatio', 'totalAmount', 'actions'];
constructor(private settingsService: SettingsService,
private externalAssetOwner: ExternalAssetOwner,
private externalAssetOwnerService: ExternalAssetOwnerService,
private dateUtils: Dates) { }
ngOnInit(): void {
this.maxDate = this.settingsService.maxAllowedDate;
this.searchEAO();
}
itemStatus(status: string): string {
return this.externalAssetOwner.itemStatus(status);
}
isPending(item: any): boolean {
return this.externalAssetOwner.isPending(item);
}
isPendingOrCanceled(item: any): boolean {
return this.externalAssetOwner.isPendingOrCanceled(item);
}
isBuyBackPending(item: any): boolean {
return this.externalAssetOwner.isBuyBackPending(item);
}
canBeCancelled(item: any): boolean {
return this.externalAssetOwner.validateStatus(item, 'PENDING');
}
canBeSold(item: any): boolean {
return this.externalAssetOwner.canBeSold(item);
}
canBeBuyed(item: any): boolean {
return this.externalAssetOwner.validateStatus(item, 'ACTIVE');
}
searchEAO(): void {
this.isLoading = true;
const payload: any = {
'request': {},
'page': this.currentPage,
'size': this.pageSize
};
const dateFormat = 'yyyy-MM-dd';
const request: any = {};
if (this.searchText.value) {
request['text'] = this.searchText.value;
}
if (this.effectiveFromDate.value) {
request['effectiveFromDate'] = this.dateUtils.formatDate(this.effectiveFromDate.value, dateFormat);
}
if (this.effectiveToDate.value) {
request['effectiveToDate'] = this.dateUtils.formatDate(this.effectiveToDate.value, dateFormat);
}
if (this.settlementFromDate.value) {
request['settlementFromDate'] = this.dateUtils.formatDate(this.settlementFromDate.value, dateFormat);
}
if (this.settlementToDate.value) {
request['settlementToDate'] = this.dateUtils.formatDate(this.settlementToDate.value, dateFormat);
}
payload['request'] = request;
this.externalAssetOwnerService.searchExternalAssetOwnerTransfer(payload).subscribe((response: any) => {
this.totalRows = response.totalElements;
this.existsDataToFilter = (response.totalElements > 0);
this.dataSource.data = response.content;
this.isLoading = false;
});
}
pageChanged(event: PageEvent) {
this.pageSize = event.pageSize;
this.currentPage = event.pageIndex;
this.searchEAO();
}
private resetPaginator() {
this.currentPage = 0;
this.paginator.firstPage();
}
}
+5 -2
View File
@@ -78,6 +78,8 @@ import { CreateFundComponent } from './manage-funds/create-fund/create-fund.comp
import { EditFundComponent } from './manage-funds/edit-fund/edit-fund.component';
import { ViewFundComponent } from './manage-funds/view-fund/view-fund.component';
import { InvestorsComponent } from './investors/investors.component';
import { ExternalAssetTransferComponent } from 'app/loans/loans-view/external-asset-owner-tab/external-asset-transfer/external-asset-transfer.component';
import { LoansModule } from 'app/loans/loans.module';
/**
@@ -90,7 +92,8 @@ import { InvestorsComponent } from './investors/investors.component';
SharedModule,
PipesModule,
DirectivesModule,
OrganizationRoutingModule
OrganizationRoutingModule,
LoansModule
],
declarations: [
OrganizationComponent,
@@ -155,7 +158,7 @@ import { InvestorsComponent } from './investors/investors.component';
CreateFundComponent,
EditFundComponent,
ViewFundComponent,
InvestorsComponent,
InvestorsComponent
],
providers: [
CreateHoliday,