update code account saving,current,RD

This commit is contained in:
Nitesh Yadav
2026-04-24 16:24:28 +05:30
parent fc1c5126fc
commit fbaec18552
49 changed files with 4221 additions and 2260 deletions
@@ -0,0 +1,282 @@
<!--
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="nom-section">
<!-- Header -->
<div class="nom-header">
<div class="nom-header__left">
<i class="fas fa-user-shield"></i>
<span class="nom-header__title">Nomination Facility</span>
</div>
<div class="nom-mode-tabs">
<button type="button" class="nom-tab" [class.nom-tab--active]="mode === 'manual'" (click)="switchMode('manual')">
<i class="fas fa-pencil-alt"></i> Enter Manually
</button>
<button type="button" class="nom-tab" [class.nom-tab--active]="mode === 'linked'" (click)="switchMode('linked')">
<i class="fas fa-search"></i> Link Existing Client
</button>
</div>
</div>
<div class="nom-body">
<!-- ══════════════ MANUAL MODE ══════════════ -->
@if (mode === 'manual') {
<form [formGroup]="manualForm" class="nom-form">
<!-- Basic Info -->
<div class="nom-row">
<mat-form-field appearance="outline" class="nom-field">
<mat-label>Full Name *</mat-label>
<input matInput formControlName="fullName" placeholder="Nominee full name" />
<mat-error>Full name is required</mat-error>
</mat-form-field>
<mat-form-field appearance="outline" class="nom-field">
<mat-label>Relationship *</mat-label>
<mat-select formControlName="relationship">
@for (rel of relationships; track rel) {
<mat-option [value]="rel">{{ rel }}</mat-option>
}
</mat-select>
<mat-error>Relationship is required</mat-error>
</mat-form-field>
</div>
<div class="nom-row">
<mat-form-field appearance="outline" class="nom-field" (click)="dobPicker.open()">
<mat-label>Date of Birth</mat-label>
<input
matInput
[matDatepicker]="dobPicker"
[min]="minDate"
[max]="maxDate"
formControlName="dateOfBirth"
readonly
/>
<mat-datepicker-toggle matSuffix [for]="dobPicker"></mat-datepicker-toggle>
<mat-datepicker #dobPicker></mat-datepicker>
</mat-form-field>
<mat-form-field appearance="outline" class="nom-field">
<mat-label>Nationality</mat-label>
<mat-select formControlName="nationality">
<mat-option value="Indian">Indian</mat-option>
<mat-option value="NRI">NRI</mat-option>
<mat-option value="Foreign National">Foreign National</mat-option>
</mat-select>
</mat-form-field>
</div>
<!-- ID Verification -->
<div class="nom-section-label"><i class="fas fa-id-card"></i> ID Verification</div>
<div class="nom-row">
<mat-form-field appearance="outline" class="nom-field">
<mat-label>Aadhaar Number</mat-label>
<input matInput formControlName="aadhaarNumber" maxlength="12" placeholder="12-digit Aadhaar" />
</mat-form-field>
<mat-form-field appearance="outline" class="nom-field">
<mat-label>PAN Number</mat-label>
<input
matInput
formControlName="panNumber"
maxlength="10"
placeholder="ABCDE1234F"
style="text-transform: uppercase"
/>
</mat-form-field>
</div>
<div class="nom-row">
<mat-form-field appearance="outline" class="nom-field">
<mat-label>Mobile Number</mat-label>
<input matInput formControlName="mobileNo" maxlength="10" placeholder="10-digit mobile" />
</mat-form-field>
<mat-form-field appearance="outline" class="nom-field">
<mat-label>Nominee Share (%)</mat-label>
<input matInput type="number" formControlName="nomineeShare" readonly />
</mat-form-field>
</div>
<!-- Guardian (shown if minor / not alive) -->
<div class="nom-section-label">
<i class="fas fa-user-friends"></i> Guardian Details
<span class="nom-hint">(if nominee is a minor)</span>
</div>
<div class="nom-row">
<mat-form-field appearance="outline" class="nom-field">
<mat-label>Guardian Name</mat-label>
<input matInput formControlName="guardianName" />
</mat-form-field>
<mat-form-field appearance="outline" class="nom-field">
<mat-label>Guardian Relationship</mat-label>
<mat-select formControlName="guardianRelationship">
@for (rel of relationships; track rel) {
<mat-option [value]="rel">{{ rel }}</mat-option>
}
</mat-select>
</mat-form-field>
</div>
<!-- Flags -->
<div class="nom-flags">
<mat-checkbox formControlName="isAlive" color="primary">Is Alive</mat-checkbox>
<mat-checkbox formControlName="isDependent" color="primary">Is Dependent</mat-checkbox>
</div>
<!-- Remarks -->
<mat-form-field appearance="outline" class="nom-field nom-field--full">
<mat-label>Remarks</mat-label>
<textarea matInput formControlName="remarks" rows="2"></textarea>
</mat-form-field>
</form>
}
<!-- ══════════════ LINK EXISTING CLIENT MODE ══════════════ -->
@if (mode === 'linked') {
@if (!selectedClient) {
<!-- Search -->
<div class="nom-search-wrap">
<mat-form-field appearance="outline" class="nom-field--full">
<mat-label>Search by Name or Client ID</mat-label>
<input matInput [value]="searchText" (input)="onSearch($any($event.target).value)" autocomplete="off" />
<mat-icon matSuffix>search</mat-icon>
</mat-form-field>
@if (searching) {
<div class="nom-results">
<div class="nom-results__loading">
<mat-progress-spinner diameter="16" mode="indeterminate"></mat-progress-spinner>
<span>Searching...</span>
</div>
</div>
}
@if (!searching && searchResults.length > 0) {
<div class="nom-results">
@for (r of searchResults; track r.id) {
<div class="nom-result-item" (click)="selectClient(r)">
<mat-icon class="nom-result-item__icon">person</mat-icon>
<div class="nom-result-item__info">
<span class="nom-result-item__name">{{ r.displayName }}</span>
<span class="nom-result-item__meta">
ID: {{ r.id }}
@if (r.officeName) {
· {{ r.officeName }}
}
@if (r.mobileNo) {
· {{ r.mobileNo }}
}
</span>
</div>
</div>
}
</div>
}
@if (!searching && searchText.length >= 2 && searchResults.length === 0) {
<div class="nom-no-results">No clients found</div>
}
</div>
}
@if (selectedClient) {
<!-- Selected Client Card -->
<div class="nom-client-card">
<div class="nom-client-card__avatar">
@if (linkedProfileImage) {
<img [src]="linkedProfileImage" alt="Profile" class="nom-client-card__photo" />
} @else {
<mat-icon class="nom-client-card__avatar-icon">person</mat-icon>
}
</div>
<div class="nom-client-card__info">
<span class="nom-client-card__name">{{ selectedClient.displayName }}</span>
<span class="nom-client-card__meta">
Client ID: {{ selectedClient.id }}
@if (selectedClient.accountNumber) {
· A/C: {{ selectedClient.accountNumber }}
}
</span>
</div>
<button
mat-icon-button
type="button"
(click)="removeLinked()"
class="nom-client-card__remove"
matTooltip="Remove"
>
<mat-icon>close</mat-icon>
</button>
</div>
@if (fetchingLinkedData) {
<div class="nom-fetching">
<mat-progress-spinner diameter="14" mode="indeterminate"></mat-progress-spinner>
<span>Fetching nominee details...</span>
</div>
}
@if (!fetchingLinkedData) {
<div class="nom-details-grid">
<div class="nom-detail">
<span class="nom-detail__label">Full Name</span>
<span class="nom-detail__value">{{ selectedClient.displayName }}</span>
</div>
<div class="nom-detail">
<span class="nom-detail__label">Date of Birth</span>
<span class="nom-detail__value">{{ clientDob || '—' }}</span>
</div>
@if (clientAadhaar) {
<div class="nom-detail">
<span class="nom-detail__label">Aadhaar</span>
<span class="nom-detail__value">
{{ clientAadhaar }}
@if (linkedKycStatus?.aadhaarVerified) {
<span class="nom-verified"><mat-icon>verified</mat-icon> Verified</span>
}
</span>
</div>
}
@if (clientPan) {
<div class="nom-detail">
<span class="nom-detail__label">PAN</span>
<span class="nom-detail__value">
{{ clientPan }}
@if (linkedKycStatus?.panVerified) {
<span class="nom-verified"><mat-icon>verified</mat-icon> Verified</span>
}
</span>
</div>
}
</div>
<!-- Relationship picker for linked client -->
<div class="nom-linked-extras">
<mat-form-field appearance="outline" class="nom-field">
<mat-label>Relationship *</mat-label>
<mat-select [(ngModel)]="linkedRelationship" (ngModelChange)="onLinkedRelationshipChange($event)">
@for (rel of relationships; track rel) {
<mat-option [value]="rel">{{ rel }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" class="nom-field">
<mat-label>Nominee Share (%)</mat-label>
<input matInput type="number" [value]="100" readonly />
</mat-form-field>
</div>
}
}
}
</div>
</div>
@@ -0,0 +1,387 @@
/**
* 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/.
*/
@use 'sass:color';
$blue: #2563eb;
$blue-light: #eff6ff;
$green: #16a34a;
$green-light: #dcfce7;
$border: #e2e8f0;
$text: #1e293b;
$muted: #64748b;
$gray-bg: #f8fafc;
$purple: #7c3aed;
$purple-light: #f5f3ff;
:host {
display: block;
}
// ─── Wrapper ───────────────────────────────────────────────────
.nom-section {
border: 1px solid $border;
border-radius: 14px;
background: #fff;
margin-top: 20px;
overflow: visible;
position: relative;
z-index: 10;
}
// ─── Header ────────────────────────────────────────────────────
.nom-header {
display: flex;
align-items: center;
justify-content: space-between;
flex-wrap: wrap;
gap: 12px;
padding: 14px 20px;
background: $gray-bg;
border-bottom: 1px solid $border;
border-radius: 14px 14px 0 0;
&__left {
display: flex;
align-items: center;
gap: 10px;
i {
color: $purple;
font-size: 15px;
}
}
&__title {
font-size: 14px;
font-weight: 700;
color: $text;
}
}
// ─── Mode toggle tabs ──────────────────────────────────────────
.nom-mode-tabs {
display: flex;
gap: 8px;
}
.nom-tab {
display: inline-flex;
align-items: center;
gap: 6px;
padding: 6px 14px;
border-radius: 8px;
font-size: 12px;
font-weight: 600;
cursor: pointer;
border: 1.5px solid $border;
background: #fff;
color: $muted;
transition: all 0.18s;
i {
font-size: 11px;
}
&:hover {
border-color: $blue;
color: $blue;
background: $blue-light;
}
&--active {
border-color: $blue;
background: $blue;
color: #fff;
&:hover {
background: color.adjust(#2563eb, $lightness: -5%);
}
}
}
// ─── Body ──────────────────────────────────────────────────────
.nom-body {
padding: 20px;
overflow: visible;
position: relative;
z-index: 10;
}
// ─── Manual form grid ──────────────────────────────────────────
.nom-form {
display: flex;
flex-direction: column;
gap: 0;
}
.nom-row {
display: grid;
grid-template-columns: 1fr 1fr;
gap: 16px;
@media (width <= 600px) {
grid-template-columns: 1fr;
}
}
.nom-field {
width: 100%;
&--full {
width: 100%;
display: block;
}
}
.nom-section-label {
display: flex;
align-items: center;
gap: 8px;
font-size: 11px;
font-weight: 700;
letter-spacing: 0.07em;
text-transform: uppercase;
color: $blue;
margin: 8px 0 4px;
i {
font-size: 12px;
}
}
.nom-hint {
font-size: 10px;
font-weight: 500;
text-transform: none;
letter-spacing: 0;
color: $muted;
margin-left: 2px;
}
.nom-flags {
display: flex;
align-items: center;
gap: 24px;
margin: 8px 0 12px;
}
// ─── Search (link mode) ────────────────────────────────────────
.nom-search-wrap {
position: relative;
z-index: 1000;
overflow: visible;
}
.nom-results {
margin-top: 4px;
border: 1px solid $border;
border-radius: 8px;
background: #fff;
box-shadow: 0 4px 20px rgb(0 0 0 / 10%);
overflow: hidden;
max-height: 260px;
overflow-y: auto;
&__loading {
display: flex;
align-items: center;
gap: 10px;
padding: 14px 16px;
font-size: 13px;
color: $muted;
}
}
.nom-result-item {
display: flex;
align-items: center;
gap: 12px;
padding: 12px 16px;
cursor: pointer;
transition: background 0.15s;
border-bottom: 1px solid $border;
&:last-child {
border-bottom: none;
}
&:hover {
background: $blue-light;
}
&__icon {
color: $muted;
font-size: 20px;
width: 20px;
height: 20px;
flex: 0 0 auto;
}
&__info {
display: flex;
flex-direction: column;
gap: 2px;
}
&__name {
font-size: 13px;
font-weight: 600;
color: $text;
}
&__meta {
font-size: 11px;
color: $muted;
}
}
.nom-no-results {
padding: 12px 0;
font-size: 13px;
color: $muted;
text-align: center;
}
// ─── Selected client card ──────────────────────────────────────
.nom-client-card {
display: flex;
align-items: center;
gap: 14px;
padding: 14px 16px;
border: 1px solid $border;
border-radius: 10px;
background: $gray-bg;
margin-bottom: 14px;
&__avatar {
width: 46px;
height: 46px;
border-radius: 50%;
background: $blue-light;
display: flex;
align-items: center;
justify-content: center;
flex: 0 0 auto;
overflow: hidden;
}
&__photo {
width: 100%;
height: 100%;
object-fit: cover;
}
&__avatar-icon {
color: $blue;
font-size: 26px;
width: 26px;
height: 26px;
}
&__info {
flex: 1;
display: flex;
flex-direction: column;
gap: 3px;
}
&__name {
font-size: 14px;
font-weight: 700;
color: $text;
}
&__meta {
font-size: 12px;
color: $muted;
}
&__remove {
flex: 0 0 auto;
color: $muted;
}
}
.nom-fetching {
display: flex;
align-items: center;
gap: 8px;
font-size: 12px;
color: $muted;
padding: 6px 0;
}
// ─── Linked client details grid ────────────────────────────────
.nom-details-grid {
display: grid;
grid-template-columns: repeat(2, 1fr);
gap: 14px 24px;
padding: 14px 16px;
border: 1px solid $border;
border-radius: 10px;
background: #fff;
margin-bottom: 14px;
@media (width <= 600px) {
grid-template-columns: 1fr;
}
}
.nom-detail {
display: flex;
flex-direction: column;
gap: 4px;
&__label {
font-size: 10px;
font-weight: 700;
letter-spacing: 0.06em;
color: $muted;
text-transform: uppercase;
}
&__value {
font-size: 13px;
font-weight: 600;
color: $text;
display: flex;
align-items: center;
gap: 6px;
}
}
.nom-verified {
display: inline-flex;
align-items: center;
gap: 3px;
font-size: 11px;
font-weight: 600;
color: $green;
background: $green-light;
border-radius: 999px;
padding: 2px 8px;
mat-icon {
font-size: 12px;
width: 12px;
height: 12px;
}
}
// ─── Extras for linked (relationship + share) ──────────────────
.nom-linked-extras {
display: grid;
grid-template-columns: 1fr 1fr;
gap: 16px;
margin-top: 4px;
@media (width <= 600px) {
grid-template-columns: 1fr;
}
}
@@ -0,0 +1,254 @@
/**
* 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, Output, EventEmitter, inject, OnInit } from '@angular/core';
import { UntypedFormBuilder, UntypedFormGroup, Validators, FormsModule } from '@angular/forms';
import { DomSanitizer } from '@angular/platform-browser';
import { ClientsService } from 'app/clients/clients.service';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { MatProgressSpinner } from '@angular/material/progress-spinner';
import { MatIconButton } from '@angular/material/button';
import { MatIcon } from '@angular/material/icon';
import { MatCheckbox } from '@angular/material/checkbox';
import { MatDatepickerModule } from '@angular/material/datepicker';
export interface NomineeData {
mode: 'manual' | 'linked';
// Manual fields
fullName?: string;
relationship?: string;
dateOfBirth?: string;
nationality?: string;
aadhaarNumber?: string;
panNumber?: string;
mobileNo?: string;
nomineeShare?: number;
isAlive?: boolean;
isDependent?: boolean;
guardianName?: string;
guardianRelationship?: string;
remarks?: string;
// Linked client fields
clientId?: number;
displayName?: string;
}
const RELATIONSHIPS = [
'Spouse',
'Son',
'Daughter',
'Father',
'Mother',
'Brother',
'Sister',
'Grandfather',
'Grandmother',
'Grandson',
'Granddaughter',
'Uncle',
'Aunt',
'Nephew',
'Niece',
'Friend',
'Other'
];
@Component({
selector: 'mifosx-nominee-form',
templateUrl: './nominee-form.component.html',
styleUrls: ['./nominee-form.component.scss'],
imports: [
...STANDALONE_SHARED_IMPORTS,
FormsModule,
MatProgressSpinner,
MatIconButton,
MatIcon,
MatCheckbox,
MatDatepickerModule
]
})
export class NomineeFormComponent implements OnInit {
private fb = inject(UntypedFormBuilder);
private clientsService = inject(ClientsService);
private sanitizer = inject(DomSanitizer);
@Output() nomineeChange = new EventEmitter<NomineeData | null>();
mode: 'manual' | 'linked' = 'manual';
relationships = RELATIONSHIPS;
// Manual form
manualForm!: UntypedFormGroup;
minDate = new Date(1900, 0, 1);
maxDate = new Date();
// Link mode
searchText = '';
searching = false;
searchResults: any[] = [];
selectedClient: any = null;
fetchingLinkedData = false;
linkedProfileImage: any = null;
linkedKycStatus: any = null;
clientDob = '';
clientAadhaar = '';
clientPan = '';
linkedRelationship = '';
linkedShare = 100;
private searchTimer: any;
ngOnInit(): void {
this.manualForm = this.fb.group({
fullName: [
'',
Validators.required
],
relationship: [
'',
Validators.required
],
dateOfBirth: [''],
nationality: ['Indian'],
aadhaarNumber: [''],
panNumber: [''],
mobileNo: [''],
nomineeShare: [100],
isAlive: [true],
isDependent: [false],
guardianName: [''],
guardianRelationship: [''],
remarks: ['']
});
this.manualForm.valueChanges.subscribe(() => {
if (this.mode === 'manual' && this.manualForm.valid) {
this.emitManual();
}
});
}
switchMode(m: 'manual' | 'linked'): void {
this.mode = m;
if (m === 'manual') {
this.clearLinked();
} else {
this.manualForm.reset({ nationality: 'Indian', isAlive: true, isDependent: false, nomineeShare: 100 });
this.nomineeChange.emit(null);
}
}
// ─── Manual ──────────────────────────────────────
private emitManual(): void {
const v = this.manualForm.value;
this.nomineeChange.emit({ mode: 'manual', ...v });
}
// ─── Link existing client ─────────────────────────
onSearch(text: string): void {
this.searchText = text;
clearTimeout(this.searchTimer);
if (!text || text.length < 2) {
this.searchResults = [];
return;
}
this.searching = true;
this.searchTimer = setTimeout(() => {
this.clientsService.searchByText(text, 0, 8).subscribe({
next: (data: any) => {
this.searchResults = data?.content || [];
this.searching = false;
},
error: () => {
this.searchResults = [];
this.searching = false;
}
});
}, 400);
}
selectClient(client: any): void {
this.selectedClient = client;
this.searchResults = [];
this.searchText = '';
this.fetchLinkedClientData(client.id);
this.nomineeChange.emit({ mode: 'linked', clientId: client.id, displayName: client.displayName });
}
removeLinked(): void {
this.clearLinked();
this.nomineeChange.emit(null);
}
onLinkedRelationshipChange(rel: string): void {
if (this.selectedClient) {
this.nomineeChange.emit({
mode: 'linked',
clientId: this.selectedClient.id,
displayName: this.selectedClient.displayName,
relationship: rel,
nomineeShare: this.linkedShare
});
}
}
private clearLinked(): void {
this.selectedClient = null;
this.linkedProfileImage = null;
this.linkedKycStatus = null;
this.clientDob = '';
this.clientAadhaar = '';
this.clientPan = '';
this.searchText = '';
this.searchResults = [];
this.linkedRelationship = '';
this.linkedShare = 100;
}
private fetchLinkedClientData(clientId: string): void {
this.fetchingLinkedData = true;
this.clientsService.getClientData(clientId).subscribe({
next: (data: any) => {
if (data.dateOfBirth) {
const d = Array.isArray(data.dateOfBirth)
? new Date(data.dateOfBirth[0], data.dateOfBirth[1] - 1, data.dateOfBirth[2])
: new Date(data.dateOfBirth);
this.clientDob = d.toLocaleDateString('en-GB', { day: '2-digit', month: 'short', year: 'numeric' });
}
this.fetchingLinkedData = false;
},
error: () => {
this.fetchingLinkedData = false;
}
});
this.clientsService.getClientKyc(clientId).subscribe({
next: (kyc: any) => {
if (kyc) {
this.clientAadhaar = kyc.aadhaarNumberMasked || '';
this.clientPan = kyc.panNumber || '';
this.linkedKycStatus = {
panVerified: kyc.panVerified || false,
aadhaarVerified: kyc.aadhaarVerified || false
};
}
},
error: () => {}
});
this.clientsService.getClientProfileImage(clientId).subscribe({
next: (imageData: any) => {
if (imageData) {
this.linkedProfileImage = this.sanitizer.bypassSecurityTrustResourceUrl(imageData);
}
},
error: () => {}
});
}
}