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12 Commits
Author SHA1 Message Date
niteshandClaude Opus 5.5 885b5897af feat(api-management): set up each CIC bureau as an API vendor
CIBIL, Experian, Equifax and CRIF are vendors under API Management (active =
whitelisted) and the Credit Bureau dashboard reads them from there; the
separate CIC whitelist and API mapping screens are removed. Mapping tables show
the value each row finds in the sample payload, and bureau cards link to their
set-up.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-19 15:50:27 +05:30
sonali f0b8f7f5f4 Merge branch 'feature-demo' of https://git.lincpay.tech/CBSNexora/cbsnexora into feature-demo 2026-10-19 15:41:08 +05:30
sonaliandClaude Sonnet 5 1bf441114e feat(npa): add Cash Credit (CC) Recovery Management tab
New tab under NPA > Reports > Recovery Management, dedicated to Cash
Credit accounts: Drawing Power vs outstanding, interest due/paid this
cycle, lifetime recovery, and a Days-Overdrawn/Status view (Regular /
Overdrawn / NPA) in place of the generic EMI-style SMA labels, matching
how a CC/OD book is actually monitored in real banks.

Status now checks NPA history first so an account doesn't show
"Regular" just because it's briefly back within DP (RBI upgrade norms
require full clearance, not a one-off snapshot).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-10-19 15:38:03 +05:30
niteshandClaude Sonnet 5.5 896e3fd7e8 fix(credit-bureau): keep customer enquiry list stable and add back navigation in alert detail
Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
2026-10-19 15:33:43 +05:30
anshulandClaude Opus 5.5 f9748036c3 feat(ai): loan eligibility demo screen
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-19 15:19:16 +05:30
niteshandClaude Sonnet 5.5 7eac2dcf3b feat(credit-bureau): CIC enquiry-alert dashboard and generic API Management hub (static UI)
Replace CIBIL fetch screens with a dashboard of our customers' loan enquiries
at other lenders (no lender name), CIC whitelist/API mapping, and a Vendor ->
Work -> API set management UI (IN/OUT, SMS, WhatsApp, CIC) with full HTTP detail
and JSON/cURL/Postman/HAR import.

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
2026-10-19 15:13:56 +05:30
niteshandClaude Opus 5.5 1b70fb4534 feat(cic): Credit Bureau menu - CIBIL / CIC enquiry, consent, whitelist and API mapping
Separate top-nav menu with dashboard, new enquiry, enquiry history and report,
consent register, CIC whitelist & configuration, and API mapping with preview.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-19 12:18:32 +05:30
niteshandClaude Opus 5.5 55f5c1cf32 feat(ui): longer startup splash and updated loading animation
The startup splash now holds for at least 4 seconds (progress 2% per tick up to 90%)
instead of 2, and the loading animation is updated.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-16 12:31:24 +05:30
niteshandClaude Opus 5.5 6507e68203 feat(cashier): FD is credit-only on the transaction entry, and a Bank Transfer can fund an FD
- A Fixed Deposit row is credit-only on the clerk and cashier screens (isFdCreditOnly):
  its DR button is disabled, and Save refuses any FD row left on DR (for example by a
  Withdrawal Slip TYPE). Money leaves an FD only through its maturity or premature
  closure; the clerk's "Close this account" flow is the one exception.
- Bank Transfer / Fund Transfer accepts an FD on the CR side, so an FD can be funded from
  the customer's own Savings or Current account. The server enforces the funding rules
  (first and only funding, exactly the principal, the source account's owner, freeze
  status and available balance).

Requires the backend change "FD funding rules and no FD withdrawals from clerk/cashier requests".

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-16 12:31:03 +05:30
niteshandClaude Sonnet 5.5 ab8ed7e67e feat(vouchers): voucher correction screens and a correction status on the voucher registers
A cash deposit posted to the wrong account is moved to the right one in four steps: unpass the voucher, a manager
approves, the cashier enters the correct account, a manager approves again. Nothing changes on any account until
the final approval.

- Voucher Correction page with four-step strip and popups: today's vouchers to unpass (admin or clerk), the
  unpassed vouchers waiting for their correct account (cashier) with the wrong and correct account side by side
  and the balance check, and the caller's own requests. A cashier whose customer has used the money closes the
  request and deposits separately.
- Reached from the cashier bar, the clerk bar and the Cashier menu; the manager reviews both steps under
  Approvals > Voucher Corrections, laid out like the other approval tabs. Routes for Cash Transfers approvals are
  added to the same tab bar.
- A Correction column on My Vouchers, the day book and the voucher register (and in the voucher detail popup)
  says whether a voucher is unpassed, revoked in favour of another, a correction, or closed, with the reason.
- The deposit taken off the wrong account no longer shows on its passbook or transaction list.

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
2026-10-15 12:28:27 +05:30
niteshandClaude Sonnet 5.5 7ee230e58a feat(cashier): maker-checker on cash transfer, real branches, compact Approval Center
- Cash Transfer now raises a request ("Send for approval") instead of posting. A My Requests button in the
  page header opens the caller's requests with their status, and a Cash Transfers approvals page (review
  popup with the full denomination breakdown, approve, reject with a reason) lets a different manager release
  the cash.
- Transaction Entry's Branch dropdown lists the installation's real offices instead of a fixed list. A login
  that cannot read offices is offered only its own branch (read-only), so no "Unauthorized Request" popup.
- Approval Center header and tab bar made compact so more tabs fit on a 100% window.

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
2026-10-15 12:27:39 +05:30
niteshandClaude Sonnet 5.5 7f3c97a205 feat(cashier): GL withdrawal slips, GL account panel with parent GL, and Payment lock on token withdrawals
Transaction Entry:
- GL withdrawal slip: a GL Withdrawal Slip is always a debit. The clerk raises it as a
  request (GL, cash vault GL, office and currency ride on the payload), the manager
  approves it and the cashier pays it against its token; nothing posts directly from this
  screen any more (submitGlJournalEntry removed). Cashiers without an approved token are
  told to enter one. GL credit-only rules moved into isGlCreditOnly(), and extra rows are
  not allowed while a Withdrawal Slip is selected.
- A/C NO. now starts the automatic account search after six characters.
- Clerk: with AC. TP. = GL show a "GL Account Information" panel (code, name, type, usage,
  normal balance, parent GL, manual entries, status, description) instead of the empty
  client panels; the parent GL name is looked up from /glaccounts/{parentId} for GL only.
- Cashier: once a token (withdrawal / closure request) is verified, TYPE is disabled and
  fixed to Payment, and onTypChange refuses to change it.

Requires the backend change "GL withdrawal slips through request, approval and cashier payment".

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
2026-10-14 13:51:38 +05:30
74 changed files with 14053 additions and 374 deletions
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/**
* 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 { ApiMappingRow, KeyValue, kv } from './api-management.service';
/**
* Reads what a vendor's documentation or a Postman / browser / cURL capture gives - in any of these shapes - and turns
* it into the pieces of an API: method, URL, path, query parameters, headers, content type, payload, response status,
* response headers, response body, and a first guess at the CBS field mapping. Nothing is sent anywhere.
*
* Understood:
* - a cURL command
* - a Postman collection or a single Postman request / item (with its saved responses)
* - a HAR capture
* - an "API definition" object: { method, url | path, query, headers, body, status, ... }
* - a bare JSON payload (treated as the request body, or the response body on the response side)
* - form text (a=1&b=2) and other raw text
*
* Credentials found in headers or query strings are never kept: the value is replaced by {{secret}} and the row is
* flagged as secret, so a key pasted from a sample cannot end up stored.
*/
export interface ImportedRequest {
source: string;
method?: string;
/** The full URL when the file had one. */
url?: string;
/** Scheme and host of the URL, when present. */
baseUrl?: string;
path?: string;
queryParams: KeyValue[];
headers: KeyValue[];
contentType?: string;
body?: string;
/** A response found in the same file (Postman saved response, HAR entry, definition object). */
response?: ImportedResponse;
notes: string[];
}
export interface ImportedResponse {
source: string;
status?: number;
headers: KeyValue[];
body?: string;
errorBody?: string;
notes: string[];
}
const SECRET_HEADERS =
/^(authorization|proxy-authorization|x-api-key|api-key|apikey|authkey|x-auth-token|auth-token|token|x-access-token|cookie|set-cookie|x-hub-signature(-256)?)$/i;
const SECRET_QUERY = /^(key|api[-_]?key|apikey|token|access[-_]?token|auth[-_]?key|secret|password|signature)$/i;
const SECRET = '{{secret}}';
// ── small helpers ───────────────────────────────────────────────────────────
function isObject(v: unknown): v is Record<string, any> {
return typeof v === 'object' && v !== null && !Array.isArray(v);
}
function tryJson(text: string): any {
try {
return JSON.parse(text);
} catch {
return undefined;
}
}
function prettyJsonOrText(text: string): string {
const parsed = tryJson(text);
return parsed !== undefined && typeof parsed === 'object' ? JSON.stringify(parsed, null, 2) : text;
}
function bodyToText(body: unknown): string | undefined {
if (body === undefined || body === null) return undefined;
if (typeof body === 'string') return prettyJsonOrText(body);
return JSON.stringify(body, null, 2);
}
function toKeyValues(source: unknown, kind: 'header' | 'query' | 'plain'): KeyValue[] {
const out: KeyValue[] = [];
const add = (key: unknown, value: unknown, description = '', disabled = false) => {
const k = String(key ?? '').trim();
if (!k) return;
const secret = (kind === 'header' && SECRET_HEADERS.test(k)) || (kind === 'query' && SECRET_QUERY.test(k));
out.push({
key: k,
value: secret ? SECRET : value === undefined || value === null ? '' : String(value),
description,
enabled: !disabled,
secret
});
};
if (Array.isArray(source)) {
for (const item of source) {
if (isObject(item))
add(item.key ?? item.name, item.value, String(item.description ?? ''), item.disabled === true);
}
} else if (isObject(source)) {
for (const [
k,
v
] of Object.entries(source)) add(k, v);
}
return out;
}
/** Splits a URL into its base, path and query without failing on {{placeholders}} or {path} parameters. */
function splitUrl(raw: string): { baseUrl?: string; path: string; query: KeyValue[] } {
let rest = raw.trim();
let baseUrl: string | undefined;
const m = /^([a-zA-Z][a-zA-Z0-9+.-]*:\/\/[^/?#]+)(.*)$/.exec(rest);
if (m) {
baseUrl = m[1];
rest = m[2];
}
const hash = rest.indexOf('#');
if (hash >= 0) rest = rest.slice(0, hash);
let queryText = '';
const q = rest.indexOf('?');
if (q >= 0) {
queryText = rest.slice(q + 1);
rest = rest.slice(0, q);
}
const query: KeyValue[] = [];
for (const part of queryText.split('&')) {
if (!part) continue;
const eq = part.indexOf('=');
const key = safeDecode(eq >= 0 ? part.slice(0, eq) : part);
const value = eq >= 0 ? safeDecode(part.slice(eq + 1)) : '';
query.push(...toKeyValues([{ key, value }], 'query'));
}
return { baseUrl, path: rest || '/', query };
}
function safeDecode(s: string): string {
try {
return decodeURIComponent(s.replace(/\+/g, ' '));
} catch {
return s;
}
}
function detectContentType(
headers: KeyValue[],
body: string | undefined
): { contentType?: string; headers: KeyValue[] } {
const ct = headers.find((h) => h.key.toLowerCase() === 'content-type');
const rest = headers.filter((h) => h.key.toLowerCase() !== 'content-type');
if (ct) return { contentType: ct.value.split(';')[0].trim(), headers: rest };
if (!body) return { headers: rest };
if (tryJson(body) !== undefined) return { contentType: 'application/json', headers: rest };
if (/^\s*</.test(body)) return { contentType: 'application/xml', headers: rest };
if (/^[^\s=&]+=[^&]*(&[^\s=&]+=[^&]*)*$/.test(body.trim()))
return { contentType: 'application/x-www-form-urlencoded', headers: rest };
return { contentType: 'text/plain', headers: rest };
}
/** Everything about a request is derived the same way once method / url / headers / body are known. */
function finishRequest(
source: string,
method: string | undefined,
url: string | undefined,
pathOnly: string | undefined,
query: unknown,
headers: KeyValue[],
body: string | undefined,
contentTypeHint: string | undefined,
notes: string[]
): ImportedRequest {
const parts = url ? splitUrl(url) : pathOnly ? splitUrl(pathOnly) : undefined;
const queryParams = [
...(parts?.query ?? []),
...toKeyValues(query, 'query')
];
const detected = detectContentType(headers, body);
if (queryParams.some((q) => q.secret))
notes.push('A credential in the query string was replaced by {{secret}} - set it on the Connection tab.');
if (headers.some((h) => h.secret))
notes.push('Credentials in the headers were replaced by {{secret}} - set them on the Connection tab.');
return {
source,
method: method ? method.toUpperCase() : body ? 'POST' : undefined,
url,
baseUrl: parts?.baseUrl,
path: parts?.path,
queryParams,
headers: detected.headers,
contentType: contentTypeHint ?? detected.contentType,
body,
notes
};
}
// ── cURL ────────────────────────────────────────────────────────────────────
/** Splits a shell command into words, honouring '…' "…" quotes and \ line continuations. */
function shellWords(command: string): string[] {
const words: string[] = [];
let cur = '';
let quote: '"' | "'" | null = null;
let started = false;
const text = command.replace(/\\\r?\n/g, ' ').trim();
for (let i = 0; i < text.length; i++) {
const c = text[i];
if (quote) {
if (c === quote) quote = null;
else if (c === '\\' && quote === '"' && i + 1 < text.length) cur += text[++i];
else cur += c;
} else if (c === '"' || c === "'") {
quote = c;
started = true;
} else if (/\s/.test(c)) {
if (started || cur) words.push(cur);
cur = '';
started = false;
} else if (c === '\\' && i + 1 < text.length) {
cur += text[++i];
} else {
cur += c;
}
}
if (started || cur) words.push(cur);
return words;
}
function parseCurl(text: string): ImportedRequest {
const words = shellWords(text);
const notes: string[] = [];
let method: string | undefined;
let url: string | undefined;
const headers: KeyValue[] = [];
const data: string[] = [];
let form = false;
let getMode = false;
for (let i = 0; i < words.length; i++) {
const w = words[i];
const next = () => words[++i] ?? '';
if (w === 'curl') continue;
if (w === '-X' || w === '--request') method = next();
else if (w === '-H' || w === '--header') {
const h = next();
const c = h.indexOf(':');
if (c > 0) headers.push(...toKeyValues([{ key: h.slice(0, c), value: h.slice(c + 1).trim() }], 'header'));
} else if ([
'-d',
'--data',
'--data-raw',
'--data-binary',
'--data-ascii'
].includes(w)) data.push(next());
else if (w === '--data-urlencode') {
data.push(next());
form = true;
} else if (w === '-F' || w === '--form') {
data.push(next());
form = true;
notes.push('Multipart form fields were read as name=value pairs.');
} else if (w === '--url') url = next();
else if (w === '-G' || w === '--get') getMode = true;
else if (w === '-u' || w === '--user') {
next();
headers.push({
key: 'Authorization',
value: SECRET,
description: 'Basic authentication from the cURL -u option',
enabled: true,
secret: true
});
} else if (w.startsWith('-')) {
// Flags that take a value we do not need.
if ([
'-o',
'--output',
'-A',
'--user-agent',
'-e',
'--referer',
'--connect-timeout',
'-m',
'--max-time',
'--proxy',
'-x'
].includes(w)) next();
} else if (!url && /^[a-zA-Z][a-zA-Z0-9+.-]*:\/\//.test(w)) url = w;
else if (!url && /^[\w.-]+(:\d+)?\//.test(w)) url = w;
}
let body = data.length ? data.join('&') : undefined;
if (body && getMode) {
url = url + (url?.includes('?') ? '&' : '?') + body;
body = undefined;
}
return finishRequest(
'cURL command',
method ?? (getMode ? 'GET' : body ? 'POST' : 'GET'),
url,
undefined,
undefined,
headers,
body ? prettyJsonOrText(body) : undefined,
form && !headers.some((h) => h.key.toLowerCase() === 'content-type')
? 'application/x-www-form-urlencoded'
: undefined,
notes
);
}
// ── Postman / HAR / definition object ───────────────────────────────────────
function findPostmanItem(node: any): any {
if (!node) return undefined;
if (node.request) return node;
if (Array.isArray(node.item)) {
for (const child of node.item) {
const found = findPostmanItem(child);
if (found) return found;
}
}
return undefined;
}
function postmanUrl(url: any): string | undefined {
if (!url) return undefined;
if (typeof url === 'string') return url;
if (typeof url.raw === 'string') return url.raw;
const host = Array.isArray(url.host) ? url.host.join('.') : url.host;
const path = Array.isArray(url.path) ? url.path.join('/') : url.path;
return `${url.protocol ? url.protocol + '://' : ''}${host ?? ''}/${path ?? ''}`;
}
function postmanResponse(r: any): ImportedResponse {
return {
source: 'Postman saved response',
status: typeof r?.code === 'number' ? r.code : undefined,
headers: toKeyValues(r?.header, 'header'),
body: bodyToText(r?.body),
notes: []
};
}
function fromPostman(item: any): ImportedRequest {
const req = item.request;
const notes: string[] = [];
let body: string | undefined;
let contentType: string | undefined;
const b = req?.body;
if (b?.mode === 'raw') {
body = bodyToText(b.raw);
const lang = b.options?.raw?.language;
if (lang === 'json') contentType = 'application/json';
} else if (b?.mode === 'urlencoded') {
body = (b.urlencoded ?? [])
.filter((p: any) => !p.disabled)
.map((p: any) => `${encodeURIComponent(p.key)}=${encodeURIComponent(p.value ?? '')}`)
.join('&');
contentType = 'application/x-www-form-urlencoded';
} else if (b?.mode === 'formdata') {
body = (b.formdata ?? []).map((p: any) => `${p.key}=${p.value ?? ''}`).join('&');
contentType = 'multipart/form-data';
}
const request = finishRequest(
'Postman request',
typeof req?.method === 'string' ? req.method : undefined,
postmanUrl(req?.url),
undefined,
undefined,
toKeyValues(req?.header, 'header'),
body,
contentType,
notes
);
if (Array.isArray(item.response) && item.response.length) request.response = postmanResponse(item.response[0]);
if (req?.auth)
notes.push('The request had an auth section; it was not read. Set authentication on the Connection tab.');
return request;
}
function fromHar(har: any): ImportedRequest {
const entry = har.log.entries[0];
const r = entry.request ?? {};
const body = r.postData?.text ? prettyJsonOrText(r.postData.text) : undefined;
const request = finishRequest(
'HAR capture',
r.method,
r.url,
undefined,
undefined,
toKeyValues(r.headers, 'header'),
body,
typeof r.postData?.mimeType === 'string' ? r.postData.mimeType.split(';')[0] : undefined,
[]
);
const res = entry.response;
if (res) {
request.response = {
source: 'HAR capture',
status: typeof res.status === 'number' ? res.status : undefined,
headers: toKeyValues(res.headers, 'header'),
body: res.content?.text ? prettyJsonOrText(res.content.text) : undefined,
notes: []
};
}
return request;
}
function definitionResponse(def: any): ImportedResponse | undefined {
const r = def.response ?? def.responseDefinition;
const status = def.status ?? def.statusCode ?? def.successCode ?? r?.status ?? r?.statusCode ?? r?.code;
const headers = def.responseHeaders ?? r?.headers;
const body = def.responseBody ?? (isObject(r) ? (r.body ?? r.data) : r);
const errorBody = def.errorBody ?? def.errorResponse ?? r?.errorBody;
if (status === undefined && headers === undefined && body === undefined && errorBody === undefined) return undefined;
return {
source: 'API definition',
status: typeof status === 'number' ? status : status ? Number(status) || undefined : undefined,
headers: toKeyValues(headers, 'header'),
body: bodyToText(body),
errorBody: bodyToText(errorBody),
notes: []
};
}
function fromDefinition(def: any): ImportedRequest {
const body = def.body ?? def.payload ?? def.data ?? def.requestBody ?? def.request;
const bodyText = isObject(body) && ('method' in body || 'url' in body) ? undefined : bodyToText(body);
const url = def.url ?? def.endpoint ?? def.uri;
const request = finishRequest(
'API definition',
def.method ?? def.httpMethod,
typeof url === 'string' ? url : undefined,
typeof def.path === 'string' ? def.path : undefined,
def.query ?? def.queryParams ?? def.params,
toKeyValues(def.headers, 'header'),
bodyText,
typeof def.contentType === 'string' ? def.contentType : undefined,
[]
);
request.response = definitionResponse(def);
return request;
}
// ── public: request side ────────────────────────────────────────────────────
export function parseRequestText(text: string): ImportedRequest {
const t = (text ?? '').trim();
if (!t) throw new Error('Nothing to read - paste the request or choose a file.');
if (/^curl\b/i.test(t)) return parseCurl(t);
const parsed = tryJson(t);
if (parsed === undefined) {
// Not JSON: a cURL command in the middle of text, form data, or other raw text.
const curl = /curl\b[\s\S]*/i.exec(t);
if (curl && /https?:\/\//.test(curl[0])) return parseCurl(curl[0]);
const detected = detectContentType([], t);
return finishRequest('Raw text', undefined, undefined, undefined, undefined, [], t, detected.contentType, [
'The text is not JSON; it was kept as the request payload.'
]);
}
if (isObject(parsed) && isObject(parsed.log) && Array.isArray(parsed.log.entries) && parsed.log.entries.length)
return fromHar(parsed);
if (isObject(parsed) && (parsed.item || parsed.info?.schema)) {
const item = findPostmanItem(parsed);
if (!item) throw new Error('The Postman collection has no request in it.');
return fromPostman(item);
}
if (
isObject(parsed) &&
isObject(parsed.request) &&
(parsed.request.url || parsed.request.method || parsed.request.header)
)
return fromPostman(parsed);
if (isObject(parsed) && [
'method',
'httpMethod',
'url',
'endpoint',
'uri',
'headers',
'queryParams',
'requestBody',
'payload'
].some((k) => k in parsed) && !('statuses' in parsed)) {
return fromDefinition(parsed);
}
// A bare JSON payload.
return finishRequest(
'JSON payload',
undefined,
undefined,
undefined,
undefined,
[],
JSON.stringify(parsed, null, 2),
'application/json',
[]
);
}
// ── public: response side ───────────────────────────────────────────────────
export function parseResponseText(text: string): ImportedResponse {
const t = (text ?? '').trim();
if (!t) throw new Error('Nothing to read - paste the response or choose a file.');
const parsed = tryJson(t);
if (parsed === undefined) {
return {
source: 'Raw text',
headers: [],
body: t,
notes: ['The text is not JSON; it was kept as the response body.']
};
}
if (isObject(parsed) && isObject(parsed.log) && Array.isArray(parsed.log.entries) && parsed.log.entries.length) {
return (
fromHar(parsed).response ?? { source: 'HAR capture', headers: [], notes: ['The HAR entry has no response.'] }
);
}
if (isObject(parsed) && (parsed.item || parsed.info?.schema)) {
const item = findPostmanItem(parsed);
const res = item ? fromPostman(item).response : undefined;
if (!res) throw new Error('The Postman collection has no saved response.');
return res;
}
if (isObject(parsed) && Array.isArray(parsed.response) && parsed.response.length && (parsed.request || parsed.name)) {
return postmanResponse(parsed.response[0]);
}
if (isObject(parsed) && [
'status',
'statusCode',
'headers',
'responseHeaders',
'responseBody',
'errorBody'
].some(
(k) => k in parsed
) && ('body' in parsed || 'responseBody' in parsed || 'headers' in parsed || 'responseHeaders' in parsed || 'errorBody' in parsed || 'data' in parsed)) {
const r = definitionResponse({
status: parsed.status ?? parsed.statusCode,
responseHeaders: parsed.responseHeaders ?? parsed.headers,
responseBody: parsed.responseBody ?? parsed.body ?? parsed.data,
errorBody: parsed.errorBody
});
if (r) return r;
}
return { source: 'JSON body', headers: [], body: JSON.stringify(parsed, null, 2), notes: [] };
}
// ── JSON → mapping rows ─────────────────────────────────────────────────────
export interface JsonLeaf {
path: string;
value: unknown;
}
/** Every value in a JSON document with its path: `a.b[0].c`. Only the first item of an array is walked. */
export function flatten(json: unknown, prefix = ''): JsonLeaf[] {
const out: JsonLeaf[] = [];
if (Array.isArray(json)) {
if (json.length) out.push(...flatten(json[0], `${prefix}[0]`));
} else if (isObject(json)) {
for (const [
k,
v
] of Object.entries(json)) {
out.push(...flatten(v, prefix ? `${prefix}.${k}` : k));
}
} else if (prefix) {
out.push({ path: prefix, value: json });
}
return out;
}
function lastKey(path: string): string {
const m = /([A-Za-z0-9_$-]+)(\[\d+\])*$/.exec(path);
return m ? m[1] : path;
}
const norm = (s: string) => s.toLowerCase().replace(/[^a-z0-9]/g, '');
const REQUEST_GUESS: [RegExp, string, boolean][] = [
[
/^(mobile|mobiles|mobileno|mobilenumber|msisdn|phone|phoneno|phonenumber|to|destination|recipient|recipients|number|contact)$/,
'customer.mobile',
true
],
[
/^(templateid|template|templatename|dlttemplateid|flowid)$/,
'message.templateId',
true
],
[
/^(message|text|body|content|sms|msg|smstext|var1|messagetext)$/,
'message.text',
true
],
[
/^(sender|senderid|from|source|shortcode)$/,
'bank.senderId',
false
],
[
/^(email|emailid|mail|emailaddress)$/,
'customer.email',
false
],
[
/^(customername|fullname|firstname|name)$/,
'customer.name',
false
],
[
/^(otp|code|pin)$/,
'message.otp',
false
],
[
/^(pan|pannumber)$/,
'customer.pan',
false
],
[
/^(aadhaar|aadhar|aadhaarnumber)$/,
'customer.aadhaar',
false
],
[
/^(dob|dateofbirth|birthdate)$/,
'customer.dob',
false
],
[
/^(membercode|memberid|memberreference)$/,
'bank.memberCode',
false
],
[
/^(accountno|accountnumber|acno|account)$/,
'account.number',
false
],
[
/^(cif|customerid|clientid|cifno)$/,
'customer.cif',
false
],
[
/^(amount|amt|txnamount|transactionamount)$/,
'txn.amount',
false
],
[
/^(txnid|transactionid|transactionreference|txnref)$/,
'txn.reference',
false
],
[
/^(txndate|transactiondate)$/,
'txn.date',
false
],
[
/^(fromdate|startdate|datefrom)$/,
'request.fromDate',
false
],
[
/^(todate|enddate|dateto)$/,
'request.toDate',
false
],
[
/^(reference|referenceno|referencenumber|ref|requestid|clientreference|correlationid)$/,
'request.reference',
false
],
[
/^(tenantidentifier|tenantid)$/,
'tenant.identifier',
false
],
[
/^(providerid)$/,
'sms.providerId',
false
]
];
function guessTransform(cbsField: string, value: unknown): string {
if (cbsField === 'customer.mobile') return 'DIGITS_ONLY';
if (cbsField === 'customer.email') return 'LOWER';
if (cbsField === 'bank.senderId') return 'UPPER';
if (cbsField === 'txn.amount') return 'NUMBER';
if (typeof value === 'boolean') return 'BOOLEAN';
if (typeof value === 'number') return 'NUMBER';
if (typeof value === 'string') {
if (/^\d{8}$/.test(value) && cbsField.includes('Date')) return 'DATE_DDMMYYYY';
if (/^\d{4}-\d{2}-\d{2}/.test(value)) return 'DATE_YYYY_MM_DD';
}
return 'NONE';
}
/**
* A first mapping for a request payload: each value that looks like a known CBS field (mobile, message, template,
* sender ...) becomes "CBS field → path"; every other value becomes a fixed value at its path, so the whole payload is
* reproduced. Review and adjust.
*/
export function guessRequestRows(bodyText: string): ApiMappingRow[] {
const parsed = tryJson(bodyText);
if (parsed === undefined || typeof parsed !== 'object' || parsed === null) return [];
const rows: ApiMappingRow[] = [];
const used = new Set<string>();
for (const leaf of flatten(parsed)) {
const key = norm(lastKey(leaf.path));
const hit = REQUEST_GUESS.find(([re]) => re.test(key));
if (hit && !used.has(hit[1])) {
used.add(hit[1]);
rows.push({
from: hit[1],
to: leaf.path,
transform: guessTransform(hit[1], leaf.value),
defaultValue: '',
mandatory: hit[2]
});
} else {
rows.push({
from: '',
to: leaf.path,
transform: guessTransform('', leaf.value),
defaultValue: leaf.value === null ? '' : String(leaf.value),
mandatory: false
});
}
}
return rows.filter((r) => r.from || r.defaultValue);
}
/**
* A first mapping for a response body: every value at its path → a CBS field named after the vendor and the key
* (`sms.messageId`). Ids / references are marked required.
*/
export function guessResponseRows(bodyText: string, vendorCode: string): ApiMappingRow[] {
const parsed = tryJson(bodyText);
if (parsed === undefined || typeof parsed !== 'object' || parsed === null) return [];
const prefix = vendorCode.toLowerCase().split('_')[0] || 'vendor';
const rows: ApiMappingRow[] = [];
const used = new Set<string>();
for (const leaf of flatten(parsed)) {
const key = lastKey(leaf.path);
const n = norm(key);
let target: string;
if (/^(messageid|msgid|id|reference|requestid|referenceid|messageid)$/.test(n)) target = 'reference';
else if (/^(status|state|result|type)$/.test(n)) target = 'status';
else if (/^(error|errormessage|errormsg|reason|detail|description)$/.test(n)) target = 'error';
else target = key.replace(/[^A-Za-z0-9]+(.)?/g, (_m, c: string) => (c ? c.toUpperCase() : ''));
let to = `${prefix}.${target}`;
for (let i = 2; used.has(to); i++) to = `${prefix}.${target}${i}`;
used.add(to);
rows.push({
from: leaf.path,
to,
transform: target === 'status' ? 'UPPER' : guessTransform('', leaf.value),
defaultValue: '',
mandatory: target === 'reference'
});
}
return rows;
}
export function secretNote(rows: KeyValue[]): string | null {
const n = rows.filter((r) => r.secret).length;
return n ? `${n} credential value(s) were hidden.` : null;
}
export { kv };
@@ -0,0 +1,61 @@
<!--
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/.
-->
@if (!rows.length) {
<div class="muted" style="font-size: 12px; margin-bottom: 6px">{{ emptyText }}</div>
} @else {
<div class="cic-table-wrap">
<table class="cic-table">
<thead>
<tr>
<th style="width: 34px">On</th>
<th>{{ keyLabel }}</th>
<th>{{ valueLabel }}</th>
<th>Note</th>
<th style="width: 60px">Secret</th>
@if (!fixedKeys) {
<th style="width: 40px"></th>
}
</tr>
</thead>
<tbody>
@for (r of rows; track $index; let i = $index) {
<tr>
<td style="text-align: center">
<input type="checkbox" [(ngModel)]="r.enabled" style="width: auto" />
</td>
<td>
<input class="cic-mono" [(ngModel)]="r.key" [placeholder]="keyPlaceholder" [readonly]="fixedKeys" />
</td>
<td>
<input
class="cic-mono"
[type]="r.secret ? 'password' : 'text'"
[(ngModel)]="r.value"
[placeholder]="valuePlaceholder"
autocomplete="off"
/>
</td>
<td><input [(ngModel)]="r.description" /></td>
<td style="text-align: center">
<input type="checkbox" [(ngModel)]="r.secret" style="width: auto" title="Show the value masked" />
</td>
@if (!fixedKeys) {
<td>
<button class="cic-btn sm danger" (click)="remove(i)">✕</button>
</td>
}
</tr>
}
</tbody>
</table>
</div>
}
@if (!fixedKeys) {
<button class="cic-btn sm" style="margin-top: 8px" (click)="add()">{{ addLabel }}</button>
}
@@ -0,0 +1,44 @@
/**
* 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 { CommonModule } from '@angular/common';
import { Component, Input } from '@angular/core';
import { FormsModule } from '@angular/forms';
import { KeyValue } from '../api-management.service';
/** An editable table of name / value pairs: headers, query parameters, path parameters. Edits the array in place. */
@Component({
selector: 'mifosx-api-key-value-editor',
standalone: true,
imports: [
CommonModule,
FormsModule
],
templateUrl: './api-key-value-editor.component.html',
styleUrls: ['../../credit-bureau/cic-shared.scss']
})
export class ApiKeyValueEditorComponent {
@Input() rows: KeyValue[] = [];
@Input() keyLabel = 'Name';
@Input() valueLabel = 'Value';
@Input() keyPlaceholder = '';
@Input() valuePlaceholder = '';
@Input() addLabel = '+ Add';
/** Path parameters come from the path itself; the names cannot be edited or removed. */
@Input() fixedKeys = false;
@Input() emptyText = 'None.';
add(): void {
this.rows.push({ key: '', value: '', description: '', enabled: true, secret: false });
}
remove(i: number): void {
this.rows.splice(i, 1);
}
}
@@ -0,0 +1,55 @@
<!--
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/.
-->
@if (log) {
<div class="cic-modal-backdrop" (click)="closed.emit()">
<div class="cic-modal" style="width: min(1100px, 100%)" (click)="$event.stopPropagation()">
<h3>
{{ log.vendorName }} · {{ log.apiName }}
<span class="cic-badge" [class.brand]="log.direction === 'IN'" [class.ok]="log.direction === 'OUT'">{{
log.direction
}}</span>
<span class="cic-badge" [class.good]="log.result === 'SUCCESS'" [class.bad]="log.result === 'FAILED'">{{
log.result
}}</span>
</h3>
<dl class="cic-kv" style="grid-template-columns: 120px minmax(0, 1fr); margin-bottom: 12px">
<dt>Reference</dt>
<dd class="cic-mono">{{ log.reference }}</dd>
<dt>Call</dt>
<dd class="cic-mono">{{ log.method }} {{ log.url }}</dd>
<dt>Result</dt>
<dd>HTTP {{ log.httpStatus }} in {{ log.durationMs }} ms · {{ log.time | slice: 0 : 16 }}</dd>
@if (log.error) {
<dt>Error</dt>
<dd class="tone-bad">{{ log.error }}</dd>
}
</dl>
<div class="cic-split">
<div>
<h4 style="margin: 0 0 6px; font-size: 13px">
{{ log.direction === 'OUT' ? 'Request headers' : 'Headers received / sent' }}
<span class="muted" style="font-weight: 400">(credentials masked)</span>
</h4>
<pre class="cic-code" style="max-height: 160px">{{ log.requestHeaders }}</pre>
<h4 style="margin: 12px 0 6px; font-size: 13px">Request payload</h4>
<pre class="cic-code">{{ log.request || '(empty)' }}</pre>
</div>
<div>
<h4 style="margin: 0 0 6px; font-size: 13px">Response headers</h4>
<pre class="cic-code" style="max-height: 160px">{{ log.responseHeaders }}</pre>
<h4 style="margin: 12px 0 6px; font-size: 13px">Response body</h4>
<pre class="cic-code">{{ log.response || '(empty)' }}</pre>
</div>
</div>
<div class="foot">
<button class="cic-btn" (click)="closed.emit()">Close</button>
</div>
</div>
</div>
}
@@ -0,0 +1,25 @@
/**
* 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 { CommonModule } from '@angular/common';
import { Component, EventEmitter, Input, Output } from '@angular/core';
import { ApiLog } from '../api-management.service';
/** One API call: what was sent and what came back. */
@Component({
selector: 'mifosx-api-log-detail',
standalone: true,
imports: [CommonModule],
templateUrl: './api-log-detail.component.html',
styleUrls: ['../../credit-bureau/cic-shared.scss']
})
export class ApiLogDetailComponent {
@Input() log: ApiLog | null = null;
@Output() closed = new EventEmitter<void>();
}
@@ -0,0 +1,122 @@
<!--
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="cic-page">
<div class="cic-head">
<div>
<h1>API Call Logs</h1>
<p>Every API call the CBS made (OUT) or received (IN), across all vendors, with its request and response.</p>
</div>
<div class="cic-actions">
<a class="cic-btn" routerLink="/api-management/vendors">← All vendors</a>
</div>
</div>
<div class="cic-card">
<div class="cic-grid cols-4" style="align-items: end">
<div class="cic-field">
<label>Vendor</label>
<select [(ngModel)]="filter.vendorId">
<option value="">All vendors</option>
@for (v of vendors; track v.id) {
<option [value]="v.id">{{ v.name }}</option>
}
</select>
</div>
<div class="cic-field">
<label>Direction</label>
<select [(ngModel)]="filter.direction">
<option value="">IN and OUT</option>
<option value="IN">IN — received</option>
<option value="OUT">OUT — sent</option>
</select>
</div>
<div class="cic-field">
<label>Result</label>
<select [(ngModel)]="filter.result">
<option value="">All</option>
<option value="SUCCESS">Success</option>
<option value="FAILED">Failed</option>
</select>
</div>
<div class="cic-field">
<label>Search</label>
<input [(ngModel)]="filter.search" (keyup.enter)="apply()" placeholder="Reference, API, path" />
</div>
</div>
<div class="cic-actions" style="margin-top: 12px; justify-content: flex-end">
<button class="cic-btn" (click)="reset()">Reset</button>
<button class="cic-btn primary" (click)="apply()">Apply</button>
</div>
</div>
<div class="cic-card">
<h2>
{{ total }} call(s)
<span class="cic-card-sub">
<span class="tone-good">{{ success }} success</span> ·
<span [class.tone-bad]="failed > 0">{{ failed }} failed</span>
</span>
</h2>
@if (loading && !items.length) {
<div class="cic-empty">Loading…</div>
} @else if (!items.length) {
<div class="cic-empty">No call matches the filter.</div>
} @else {
<div class="cic-table-wrap">
<table class="cic-table">
<thead>
<tr>
<th>Time</th>
<th>Vendor</th>
<th>API</th>
<th>Direction</th>
<th>Call</th>
<th>HTTP</th>
<th class="num">ms</th>
<th>Result</th>
<th>Reference</th>
</tr>
</thead>
<tbody>
@for (l of items; track l.id) {
<tr class="clickable" (click)="openLog = l">
<td>{{ l.time | slice: 0 : 16 }}</td>
<td>{{ l.vendorName }}</td>
<td>{{ l.apiName }}</td>
<td>
<span class="cic-badge" [class.brand]="l.direction === 'IN'" [class.ok]="l.direction === 'OUT'">{{
l.direction
}}</span>
</td>
<td class="cic-mono" style="font-size: 12px">{{ l.method }} {{ l.path }}</td>
<td>{{ l.httpStatus }}</td>
<td class="num">{{ l.durationMs }}</td>
<td>
<span class="cic-badge" [class.good]="l.result === 'SUCCESS'" [class.bad]="l.result === 'FAILED'">{{
l.result
}}</span>
</td>
<td class="cic-mono" style="font-size: 12px">{{ l.reference }}</td>
</tr>
}
</tbody>
</table>
</div>
<div class="cic-pager">
<span>{{ offset + 1 }}–{{ offset + items.length }} of {{ total }}</span>
<span class="cic-actions">
<button class="cic-btn sm" (click)="page(-1)" [disabled]="offset === 0">Previous</button>
<button class="cic-btn sm" (click)="page(1)" [disabled]="offset + limit >= total">Next</button>
</span>
</div>
}
</div>
</div>
<mifosx-api-log-detail [log]="openLog" (closed)="openLog = null"></mifosx-api-log-detail>
@@ -0,0 +1,77 @@
/**
* 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 { CommonModule } from '@angular/common';
import { Component, OnInit, inject } from '@angular/core';
import { FormsModule } from '@angular/forms';
import { ActivatedRoute, RouterModule } from '@angular/router';
import { ApiLogDetailComponent } from '../api-log-detail/api-log-detail.component';
import { ApiLog, ApiManagementService, ApiVendor } from '../api-management.service';
/** Every API call, IN and OUT, across all vendors, with its request and response. */
@Component({
selector: 'mifosx-api-logs',
standalone: true,
imports: [
CommonModule,
FormsModule,
RouterModule,
ApiLogDetailComponent
],
templateUrl: './api-logs.component.html',
styleUrls: ['../../credit-bureau/cic-shared.scss']
})
export class ApiLogsComponent implements OnInit {
private service = inject(ApiManagementService);
private route = inject(ActivatedRoute);
vendors: ApiVendor[] = [];
filter = { vendorId: '', direction: '', result: '', search: '' };
items: ApiLog[] = [];
total = 0;
success = 0;
failed = 0;
offset = 0;
readonly limit = 15;
loading = false;
openLog: ApiLog | null = null;
ngOnInit(): void {
const vendorId = this.route.snapshot.queryParamMap.get('vendorId');
if (vendorId) this.filter.vendorId = vendorId;
this.service.vendors().subscribe((v) => (this.vendors = v));
this.load();
}
load(): void {
this.loading = true;
this.service.logs({ ...this.filter, offset: this.offset, limit: this.limit }).subscribe((r) => {
this.items = r.items;
this.total = r.total;
this.success = r.success;
this.failed = r.failed;
this.loading = false;
});
}
apply(): void {
this.offset = 0;
this.load();
}
reset(): void {
this.filter = { vendorId: '', direction: '', result: '', search: '' };
this.apply();
}
page(delta: number): void {
this.offset = Math.max(0, this.offset + delta * this.limit);
this.load();
}
}
@@ -0,0 +1,58 @@
/**
* 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 { NgModule } from '@angular/core';
import { Routes, RouterModule } from '@angular/router';
import { Route } from '../core/route/route.service';
import { ApiVendorsComponent } from './api-vendors/api-vendors.component';
import { ApiVendorSetupComponent } from './api-vendor-setup/api-vendor-setup.component';
import { ApiLogsComponent } from './api-logs/api-logs.component';
const routes: Routes = [
Route.withShell([
{
path: 'api-management',
data: { title: 'API Management', breadcrumb: 'API Management' },
children: [
{
path: '',
redirectTo: 'vendors',
pathMatch: 'full'
},
{
path: 'vendors',
data: { breadcrumb: 'Vendors' },
children: [
{
path: '',
component: ApiVendorsComponent,
data: { title: 'API Vendors & Setup' }
},
{
path: ':id',
component: ApiVendorSetupComponent,
data: { title: 'Vendor Setup', breadcrumb: 'Setup' }
}
]
},
{
path: 'logs',
component: ApiLogsComponent,
data: { title: 'API Call Logs', breadcrumb: 'Call Logs' }
}
]
}
])
];
@NgModule({
imports: [RouterModule.forChild(routes)],
exports: [RouterModule]
})
export class ApiManagementRoutingModule {}
@@ -0,0 +1,29 @@
/**
* 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 { NgModule } from '@angular/core';
import { SharedModule } from '../shared/shared.module';
import { ApiManagementRoutingModule } from './api-management-routing.module';
import { ApiVendorsComponent } from './api-vendors/api-vendors.component';
import { ApiVendorSetupComponent } from './api-vendor-setup/api-vendor-setup.component';
import { ApiLogsComponent } from './api-logs/api-logs.component';
import { ApiLogDetailComponent } from './api-log-detail/api-log-detail.component';
/** API Management: connect any outside API service (CIC, SMS, WhatsApp ...) - vendor, work, API set, IN / OUT. */
@NgModule({
imports: [
SharedModule,
ApiManagementRoutingModule,
ApiVendorsComponent,
ApiVendorSetupComponent,
ApiLogsComponent,
ApiLogDetailComponent
]
})
export class ApiManagementModule {}
File diff suppressed because it is too large Load Diff
@@ -0,0 +1,777 @@
<!--
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="cic-page">
<div class="cic-head">
<div>
<h1>{{ vendor?.name || 'Vendor setup' }}</h1>
<p>{{ vendor?.work }}</p>
</div>
<div class="cic-actions">
@if (vendor) {
<span class="cic-badge" [class.good]="vendor.active">{{ vendor.active ? 'Active' : 'Switched off' }}</span>
<span
class="cic-badge"
[class.warn]="vendor.environment === 'SIMULATOR'"
[class.good]="vendor.environment === 'PRODUCTION'"
>{{ vendor.environment }}</span
>
}
<a class="cic-btn" routerLink="/api-management/vendors">← All vendors</a>
</div>
</div>
@if (error && !editing && !importOpen) {
<div class="cic-alert error">{{ error }}</div>
}
@if (info && !editing) {
<div class="cic-alert success">{{ info }}</div>
}
@if (loading && !vendor) {
<div class="cic-card cic-empty">Loading…</div>
}
@if (vendor) {
@if (vendor.configNote) {
<div class="cic-alert info">{{ vendor.configNote }}</div>
}
@if (vendor.links.length) {
<div class="cic-alert info">
{{ vendor.code }} also has its own screens:
@for (l of vendor.links; track l.route) {
<a class="cic-btn sm" style="margin-left: 6px" [routerLink]="l.route">{{ l.label }}</a>
}
</div>
}
<div class="cic-tabs">
<button [class.active]="tab === 'connection'" (click)="tab = 'connection'">1 · Connection</button>
<button [class.active]="tab === 'apis'" (click)="tab = 'apis'">2 · API set ({{ vendor.apis.length }})</button>
<button [class.active]="tab === 'test'" (click)="tab = 'test'">3 · Test</button>
<button [class.active]="tab === 'calls'" (click)="tab = 'calls'; loadCalls()">Recent calls</button>
</div>
<!-- CONNECTION -->
@if (tab === 'connection') {
<div class="cic-card">
<h2>Vendor and connection</h2>
<div class="cic-grid cols-2">
<div class="cic-field">
<label>Vendor name</label>
<input [(ngModel)]="form.name" />
</div>
<div class="cic-field">
<label>Environment</label>
<select [(ngModel)]="form.environment">
<option value="SIMULATOR">SIMULATOR — no network call</option>
<option value="UAT">UAT — vendor's test environment</option>
<option value="PRODUCTION">PRODUCTION — live</option>
</select>
</div>
<div class="cic-field" style="grid-column: 1 / -1">
<label>Work — what this vendor is used for</label>
<input [(ngModel)]="form.work" />
</div>
<div class="cic-field" style="grid-column: 1 / -1">
<label>Base URL</label>
<input class="cic-mono" [(ngModel)]="form.baseUrl" placeholder="https://api.vendor.example/v1" />
<span class="hint">Every OUT / pull API path is added to this. PRODUCTION needs https://.</span>
</div>
<div class="cic-field">
<label>Authentication</label>
<select [(ngModel)]="form.authType">
@for (a of authTypes; track a.key) {
<option [value]="a.key">{{ a.label }}</option>
}
</select>
</div>
@if (form.authType === 'BASIC') {
<div class="cic-field">
<label>User id</label>
<input [(ngModel)]="form.username" autocomplete="off" />
</div>
}
@if (form.authType === 'API_KEY') {
<div class="cic-field">
<label>API key header name</label>
<input class="cic-mono" [(ngModel)]="form.apiKeyHeader" />
</div>
}
@if (needsSecret()) {
<div class="cic-field">
<label>{{ secretLabel() }}</label>
<input
type="password"
[(ngModel)]="form.secret"
autocomplete="new-password"
[placeholder]="vendor.hasSecret ? '•••••• stored — leave blank to keep' : 'Enter to store (encrypted)'"
/>
@if (vendor.hasSecret) {
<label style="display: flex; gap: 6px; align-items: center; font-weight: 500; font-size: 12px">
<input type="checkbox" [(ngModel)]="form.clearSecret" style="width: auto" /> Remove the stored
credential
</label>
}
</div>
}
<div class="cic-field">
<label>Sender / member id</label>
<input [(ngModel)]="form.senderId" />
<span class="hint"
>The bank's id at this vendor (SMS sender id, WhatsApp number id, CIC member code …).</span
>
</div>
<div class="cic-field">
<label>Timeout (ms)</label>
<input type="number" min="1000" max="300000" [(ngModel)]="form.timeoutMs" />
</div>
<div class="cic-field">
<label>Retries on failure</label>
<input type="number" min="0" max="5" [(ngModel)]="form.retries" />
</div>
<label style="display: flex; gap: 8px; align-items: center; font-size: 13px">
<input type="checkbox" [(ngModel)]="form.active" /> Vendor active
</label>
</div>
<h4 style="margin: 18px 0 6px; font-size: 13px">
Default headers
<span class="muted" style="font-weight: 400"
>— sent on every API of this vendor (an API can override one)</span
>
</h4>
<mifosx-api-key-value-editor
[rows]="form.defaultHeaders"
keyLabel="Header"
keyPlaceholder="Accept"
addLabel="+ Add header"
emptyText="No default header."
></mifosx-api-key-value-editor>
<div class="cic-actions" style="margin-top: 16px">
<button class="cic-btn primary" (click)="saveConnection()" [disabled]="saving">
{{ saving ? 'Saving…' : 'Save connection' }}
</button>
<button class="cic-btn" (click)="tab = 'apis'">Next: API set →</button>
</div>
</div>
}
<!-- API SET -->
@if (tab === 'apis') {
<div class="cic-card">
<h2>
API set
<span class="cic-actions">
<button class="cic-btn sm" (click)="newApi('OUT')">+ OUT API (CBS calls vendor)</button>
<button class="cic-btn sm" (click)="newApi('IN')">+ IN API (data comes into CBS)</button>
</span>
</h2>
@if (!vendor.apis.length) {
<div class="cic-empty">
No API yet. Add one, then fill it in by hand or read it from a JSON / cURL / Postman file.
</div>
} @else {
<div class="cic-table-wrap">
<table class="cic-table">
<thead>
<tr>
<th>API</th>
<th>Direction</th>
<th>Call</th>
<th>Used for</th>
<th>Headers / query</th>
<th>Mapping</th>
<th>Active</th>
<th></th>
</tr>
</thead>
<tbody>
@for (a of vendor.apis; track a.id) {
<tr>
<td>
<b>{{ a.name }}</b>
</td>
<td>
<span class="cic-badge" [class.brand]="a.direction === 'IN'" [class.ok]="a.direction === 'OUT'">{{
a.direction
}}</span>
@if (a.mode) {
<span class="muted" style="font-size: 11px"> {{ a.mode === 'PULL' ? 'pull' : 'push' }}</span>
}
</td>
<td class="cic-mono" style="font-size: 12px">{{ a.method }} {{ a.path }}</td>
<td style="max-width: 260px; white-space: normal">{{ a.usedFor }}</td>
<td>{{ a.headers.length }} / {{ a.queryParams.length }}</td>
<td>{{ a.requestRows.length }} / {{ a.responseRows.length }}</td>
<td>
<span class="cic-badge" [class.good]="a.active">{{ a.active ? 'Yes' : 'Off' }}</span>
</td>
<td style="white-space: nowrap">
<button class="cic-btn sm" (click)="editApi(a)">Edit</button>
<button class="cic-btn sm danger" (click)="deleteApi(a)">✕</button>
</td>
</tr>
}
</tbody>
</table>
</div>
}
</div>
}
<!-- TEST -->
@if (tab === 'test') {
<div class="cic-card">
<h2>
Test an API
<span class="cic-card-sub">simulated — nothing is sent to the vendor; the result is added to the logs</span>
</h2>
@if (!vendor.apis.length) {
<div class="cic-empty">Add an API first.</div>
} @else {
<div class="cic-field" style="max-width: 420px">
<label>API</label>
<select [(ngModel)]="testApiId" (ngModelChange)="fillTestBody()">
@for (a of vendor.apis; track a.id) {
<option [ngValue]="a.id">{{ a.direction }} · {{ a.name }}</option>
}
</select>
</div>
@if (testPreview; as p) {
<h4 style="margin: 14px 0 6px; font-size: 13px">The request</h4>
<pre class="cic-code" style="max-height: 200px">{{ p.method }} {{ p.url }}
@for (h of p.headers; track h.key) {
{{ h.key }}: {{ h.value }}
}</pre>
}
<div class="cic-field" style="margin-top: 12px">
<label>Request body</label>
<textarea class="cic-mono" rows="9" [(ngModel)]="testBody"></textarea>
</div>
<button class="cic-btn primary" style="margin-top: 12px" (click)="runTest()" [disabled]="testing">
{{ testing ? 'Sending…' : 'Send test' }}
</button>
}
</div>
@if (testResult) {
<div class="cic-alert success">
{{ testResult.reference }} — HTTP {{ testResult.httpStatus }} in {{ testResult.durationMs }} ms
</div>
<div class="cic-split">
<div class="cic-card">
<h2>Response headers</h2>
<pre class="cic-code">{{ testResult.responseHeaders }}</pre>
</div>
<div class="cic-card">
<h2>Response body</h2>
<pre class="cic-code">{{ testResult.response || '(empty)' }}</pre>
</div>
</div>
}
}
<!-- RECENT CALLS -->
@if (tab === 'calls') {
<div class="cic-card">
<h2>
Recent calls
<a class="cic-btn sm" routerLink="/api-management/logs" [queryParams]="{ vendorId: vendor.id }">All logs</a>
</h2>
@if (!calls.length) {
<div class="cic-empty">No call yet.</div>
} @else {
<div class="cic-table-wrap">
<table class="cic-table">
<thead>
<tr>
<th>Time</th>
<th>API</th>
<th>Direction</th>
<th>HTTP</th>
<th class="num">ms</th>
<th>Result</th>
<th>Reference</th>
</tr>
</thead>
<tbody>
@for (l of calls; track l.id) {
<tr class="clickable" (click)="openLog = l">
<td>{{ l.time | slice: 0 : 16 }}</td>
<td>{{ l.apiName }}</td>
<td>
<span class="cic-badge" [class.brand]="l.direction === 'IN'" [class.ok]="l.direction === 'OUT'">{{
l.direction
}}</span>
</td>
<td>{{ l.httpStatus }}</td>
<td class="num">{{ l.durationMs }}</td>
<td>
<span
class="cic-badge"
[class.good]="l.result === 'SUCCESS'"
[class.bad]="l.result === 'FAILED'"
>{{ l.result }}</span
>
</td>
<td class="cic-mono" style="font-size: 12px">{{ l.reference }}</td>
</tr>
}
</tbody>
</table>
</div>
}
</div>
}
}
</div>
<!-- API editor -->
@if (editing) {
<div class="cic-modal-backdrop" (click)="editing = null">
<div class="cic-modal" style="width: min(1100px, 100%)" (click)="$event.stopPropagation()">
<div style="display: flex; justify-content: space-between; gap: 12px; align-items: flex-start">
<h3 style="margin: 0">
{{ isNewApi ? 'New' : 'Edit' }} API
<span class="cic-badge" [class.brand]="editing.direction === 'IN'" [class.ok]="editing.direction === 'OUT'">{{
editing.direction
}}</span>
@if (editing.mode) {
<span class="muted" style="font-size: 12px; font-weight: 500">
{{ editing.mode === 'PULL' ? 'pull' : 'push' }}</span
>
}
</h3>
<button class="cic-btn sm primary" (click)="openImport()">⬆ Import from JSON / cURL / Postman</button>
</div>
<p class="muted" style="font-size: 12px; margin: 6px 0 10px">
@if (editing.direction === 'OUT') {
OUT — the CBS calls the vendor: fill the request it sends and the response it expects.
} @else if (editing.mode === 'PULL') {
IN (pull) — the CBS asks the vendor for data on a schedule: fill the request it sends and the response it
reads.
} @else {
IN (push) — the vendor calls a CBS path: fill what the vendor sends us and what we answer.
}
Type everything in, or read it from a file with the import button — then check each tab.
</p>
@if (info) {
<div class="cic-alert success">{{ info }}</div>
}
@if (error) {
<div class="cic-alert error">{{ error }}</div>
}
<div class="cic-tabs">
<button [class.active]="editorTab === 'basics'" (click)="editorTab = 'basics'">1 · Basics</button>
<button [class.active]="editorTab === 'request'" (click)="editorTab = 'request'">
2 · {{ outbound ? 'Request' : 'What the vendor sends' }}
</button>
<button [class.active]="editorTab === 'response'" (click)="editorTab = 'response'">
3 · {{ outbound ? 'Response' : 'Our answer' }}
</button>
</div>
<!-- BASICS -->
@if (editorTab === 'basics') {
<div class="cic-grid cols-4">
<div class="cic-field" style="grid-column: span 2">
<label>API name</label>
<input [(ngModel)]="editing.name" placeholder="e.g. Send SMS" />
</div>
<div class="cic-field">
<label>Direction</label>
<select [(ngModel)]="editing.direction" (ngModelChange)="directionChanged()">
<option value="OUT">OUT — CBS calls vendor</option>
<option value="IN">IN — data comes into CBS</option>
</select>
</div>
@if (editing.direction === 'IN') {
<div class="cic-field">
<label>How data arrives</label>
<select [(ngModel)]="editing.mode">
<option value="PULL">PULL — CBS asks on a schedule</option>
<option value="PUSH">PUSH — vendor calls a CBS path</option>
</select>
</div>
} @else {
<div></div>
}
<div class="cic-field">
<label>HTTP method</label>
<select [(ngModel)]="editing.method">
@for (m of methods; track m) {
<option [value]="m">{{ m }}</option>
}
</select>
</div>
<div class="cic-field" style="grid-column: span 3">
<label>{{ outbound ? "Vendor's API path (after the base URL)" : 'CBS path the vendor calls' }}</label>
<input
class="cic-mono"
[(ngModel)]="editing.path"
(ngModelChange)="pathChanged()"
placeholder="/messages/send"
/>
<span class="hint"
>Use {{ '{' }}name{{ '}' }} for a value that changes, e.g. /v21.0/{{ '{' }}senderId{{
'}'
}}/messages.</span
>
</div>
<div class="cic-field" style="grid-column: span 3">
<label>When is it used</label>
<input [(ngModel)]="editing.usedFor" placeholder="e.g. OTP and transaction alerts" />
</div>
<div class="cic-field">
<label>Timeout for this API (ms)</label>
<input type="number" min="1000" max="300000" [(ngModel)]="editing.timeoutMs" placeholder="vendor's" />
</div>
<div class="cic-field">
<label>Retries for this API</label>
<input type="number" min="0" max="5" [(ngModel)]="editing.retries" placeholder="vendor's" />
</div>
</div>
<label style="display: flex; gap: 8px; align-items: center; font-size: 13px; margin: 12px 0">
<input type="checkbox" [(ngModel)]="editing.active" /> API active
</label>
@if (preview(editing); as p) {
<h4 style="margin: 14px 0 6px; font-size: 13px">
{{ outbound ? 'The call as it will go out' : 'The call the vendor will make to us' }}
<span class="muted" style="font-weight: 400"> (credentials masked)</span>
</h4>
<pre class="cic-code" style="max-height: 220px">{{ p.method }} {{ p.url }}
@for (h of p.headers; track h.key) {
{{ h.key }}: {{ h.value }}
}
{{ p.body }}</pre>
}
}
<!-- REQUEST -->
@if (editorTab === 'request') {
<h4 style="margin: 4px 0 6px; font-size: 13px">Path parameters</h4>
<mifosx-api-key-value-editor
[rows]="editing.pathParams"
keyLabel="Parameter"
valueLabel="Value (a CBS placeholder or fixed value)"
[fixedKeys]="true"
emptyText="The path has no {name} placeholder."
></mifosx-api-key-value-editor>
<h4 style="margin: 16px 0 6px; font-size: 13px">Query parameters</h4>
<mifosx-api-key-value-editor
[rows]="editing.queryParams"
keyLabel="Parameter"
keyPlaceholder="version"
addLabel="+ Add query parameter"
emptyText="No query parameter."
></mifosx-api-key-value-editor>
<h4 style="margin: 16px 0 6px; font-size: 13px">
Headers
<span class="muted" style="font-weight: 400"
>— this API's own; the vendor's default headers and its authentication are added automatically</span
>
</h4>
<mifosx-api-key-value-editor
[rows]="editing.headers"
keyLabel="Header"
keyPlaceholder="X-Request-Id"
valuePlaceholder="{{ '{{' }}request.reference{{ '}}' }}"
addLabel="+ Add header"
emptyText="No header of its own."
></mifosx-api-key-value-editor>
<div class="cic-grid cols-4" style="margin-top: 16px">
<div class="cic-field" style="grid-column: span 2">
<label>Content type</label>
<select [(ngModel)]="editing.contentType">
@for (c of contentTypes; track c.key) {
<option [value]="c.key">{{ c.label }}</option>
}
</select>
</div>
</div>
<div class="cic-field" style="margin-top: 12px">
<label>{{ outbound ? 'Request payload' : 'Payload the vendor sends us' }}</label>
<textarea class="cic-mono" rows="10" [(ngModel)]="editing.requestBody"></textarea>
<span class="hint">
{{
outbound
? 'The constant parts of the payload; the mapping below puts CBS values into it.'
: 'A sample of what arrives; the mapping reads values out of it.'
}}
</span>
</div>
<h4 style="margin: 16px 0 6px; font-size: 13px">
{{ mappingTitle('request') }}
<span class="muted" style="font-weight: 400; font-size: 12px">
· {{ matchedCount('request') }} of {{ editing.requestRows.length }} rows found in the sample
{{ 'request' === 'request' ? 'payload' : 'body' }}
</span>
<button class="cic-btn sm" style="margin-left: 8px" (click)="generateRows('request')">
Build rows from the payload
</button>
</h4>
<div class="cic-table-wrap">
<table class="cic-table">
<thead>
<tr>
<th>{{ fromLabel('request') }}</th>
<th>{{ toLabel('request') }}</th>
<th>Transform</th>
<th>Fixed / default value</th>
<th>In the sample payload</th>
<th>Required</th>
<th style="width: 40px"></th>
</tr>
</thead>
<tbody>
@let requestMatch = sampleMatches('request');
@for (r of editing.requestRows; track $index; let i = $index) {
<tr>
<td>
@if (fromIsCbs('request')) {
<select [(ngModel)]="r.from">
<option value="">— fixed value (set it on the right) —</option>
@for (f of cbsFields; track f.key) {
<option [value]="f.key">{{ f.label }}</option>
}
</select>
} @else {
<input class="cic-mono" [(ngModel)]="r.from" />
}
</td>
<td><input class="cic-mono" [(ngModel)]="r.to" /></td>
<td>
<select [(ngModel)]="r.transform">
@for (t of transforms; track t.key) {
<option [value]="t.key">{{ t.label }}</option>
}
</select>
</td>
<td><input [(ngModel)]="r.defaultValue" /></td>
<td class="cic-mono" style="font-size: 12px; white-space: nowrap">
@if (requestMatch[i].found) {
<span class="tone-good">✓ {{ requestMatch[i].value }}</span>
} @else if (r.defaultValue) {
<span class="muted">fixed: {{ r.defaultValue }}</span>
} @else {
<span class="tone-bad">✗ {{ requestMatch[i].value || 'no path' }}</span>
}
</td>
<td style="text-align: center">
<input type="checkbox" [(ngModel)]="r.mandatory" style="width: auto" />
</td>
<td><button class="cic-btn sm danger" (click)="removeRow('request', i)">✕</button></td>
</tr>
}
</tbody>
</table>
</div>
<button class="cic-btn sm" style="margin-top: 8px" (click)="addRow('request')">+ Add field</button>
}
<!-- RESPONSE -->
@if (editorTab === 'response') {
<div class="cic-grid cols-4">
<div class="cic-field">
<label>Success status code(s)</label>
<input class="cic-mono" [(ngModel)]="editing.successCodes" placeholder="200, 202" />
<span class="hint">{{
outbound ? 'Codes the vendor answers with when it worked.' : 'Codes the CBS answers with.'
}}</span>
</div>
</div>
<h4 style="margin: 16px 0 6px; font-size: 13px">
{{ outbound ? 'Response headers' : 'Headers of our answer' }}
</h4>
<mifosx-api-key-value-editor
[rows]="editing.responseHeaders"
keyLabel="Header"
keyPlaceholder="Content-Type"
addLabel="+ Add header"
emptyText="No response header noted."
></mifosx-api-key-value-editor>
<div class="cic-grid cols-2" style="margin-top: 16px">
<div class="cic-field">
<label>{{ outbound ? 'Success response body' : 'Our answer body' }}</label>
<textarea class="cic-mono" rows="10" [(ngModel)]="editing.responseBody"></textarea>
</div>
<div class="cic-field">
<label>Error response body</label>
<textarea class="cic-mono" rows="10" [(ngModel)]="editing.errorBody"></textarea>
<span class="hint"
>What comes back when it fails (wrong key, rate limit …) — shown in the logs for a failed call.</span
>
</div>
</div>
<h4 style="margin: 16px 0 6px; font-size: 13px">
{{ mappingTitle('response') }}
<span class="muted" style="font-weight: 400; font-size: 12px">
· {{ matchedCount('response') }} of {{ editing.responseRows.length }} rows found in the sample
{{ 'response' === 'request' ? 'payload' : 'body' }}
</span>
<button class="cic-btn sm" style="margin-left: 8px" (click)="generateRows('response')">
Build rows from the body
</button>
</h4>
<div class="cic-table-wrap">
<table class="cic-table">
<thead>
<tr>
<th>{{ fromLabel('response') }}</th>
<th>{{ toLabel('response') }}</th>
<th>Transform</th>
<th>Fixed / default value</th>
<th>In the sample payload</th>
<th>Required</th>
<th style="width: 40px"></th>
</tr>
</thead>
<tbody>
@let responseMatch = sampleMatches('response');
@for (r of editing.responseRows; track $index; let i = $index) {
<tr>
<td>
@if (fromIsCbs('response')) {
<select [(ngModel)]="r.from">
<option value="">— fixed value (set it on the right) —</option>
@for (f of cbsFields; track f.key) {
<option [value]="f.key">{{ f.label }}</option>
}
</select>
} @else {
<input class="cic-mono" [(ngModel)]="r.from" />
}
</td>
<td><input class="cic-mono" [(ngModel)]="r.to" /></td>
<td>
<select [(ngModel)]="r.transform">
@for (t of transforms; track t.key) {
<option [value]="t.key">{{ t.label }}</option>
}
</select>
</td>
<td><input [(ngModel)]="r.defaultValue" /></td>
<td class="cic-mono" style="font-size: 12px; white-space: nowrap">
@if (responseMatch[i].found) {
<span class="tone-good">✓ {{ responseMatch[i].value }}</span>
} @else if (r.defaultValue) {
<span class="muted">fixed: {{ r.defaultValue }}</span>
} @else {
<span class="tone-bad">✗ {{ responseMatch[i].value || 'no path' }}</span>
}
</td>
<td style="text-align: center">
<input type="checkbox" [(ngModel)]="r.mandatory" style="width: auto" />
</td>
<td><button class="cic-btn sm danger" (click)="removeRow('response', i)">✕</button></td>
</tr>
}
</tbody>
</table>
</div>
<button class="cic-btn sm" style="margin-top: 8px" (click)="addRow('response')">+ Add field</button>
}
<div class="foot">
<button class="cic-btn" (click)="editing = null">Cancel</button>
<button class="cic-btn primary" (click)="saveApi()" [disabled]="savingApi">
{{ savingApi ? 'Saving…' : 'Save API' }}
</button>
</div>
</div>
</div>
}
<!-- Import from JSON / cURL / Postman / HAR -->
@if (importOpen && editing) {
<div class="cic-modal-backdrop" style="z-index: 1100" (click)="importOpen = false">
<div class="cic-modal" style="width: min(1000px, 100%)" (click)="$event.stopPropagation()">
<h3>Import from JSON / cURL / Postman</h3>
<p class="muted" style="font-size: 12px; margin: 0 0 10px">
Paste it or choose a file —
{{ outbound ? 'the request and the response' : 'what the vendor sends us and what we answer' }}. Any of these
works: a <b>cURL</b> command, a <b>Postman</b> collection or request, a <b>HAR</b> capture, an API definition
(<code>{{ '{' }} method, url, headers, query, body, status … {{ '}' }}</code
>), or just the <b>JSON payload</b>. The method, URL / path, query parameters, headers, content type, payload,
status code, response headers, bodies and a first CBS mapping are filled in for you. Passwords, keys and tokens
are never kept.
</p>
@if (importError) {
<div class="cic-alert error">{{ importError }}</div>
}
<div class="cic-grid cols-2">
<div class="cic-field">
<label
>{{ outbound ? 'Request' : 'What the vendor sends us' }} — cURL, Postman, HAR, definition or payload</label
>
<textarea
class="cic-mono"
rows="12"
[(ngModel)]="importRequestText"
placeholder="curl -X POST 'https://api.vendor.in/v1/send' -H 'Content-Type: application/json' -d '{ ... }'"
></textarea>
<div style="display: flex; gap: 8px; align-items: center">
<input
type="file"
accept=".json,.txt,.curl,.har,.sh,application/json,text/plain"
(change)="onFile($event, 'request')"
/>
@if (importRequestFile) {
<span class="muted" style="font-size: 12px">{{ importRequestFile }}</span>
}
</div>
</div>
<div class="cic-field">
<label>{{ outbound ? 'Response' : 'Our answer' }} — JSON body, or with status and headers (optional)</label>
<textarea
class="cic-mono"
rows="12"
[(ngModel)]="importResponseText"
placeholder='{ "status": 200, "headers": { "Content-Type": "application/json" }, "body": { ... } }'
></textarea>
<div style="display: flex; gap: 8px; align-items: center">
<input
type="file"
accept=".json,.txt,.har,application/json,text/plain"
(change)="onFile($event, 'response')"
/>
@if (importResponseFile) {
<span class="muted" style="font-size: 12px">{{ importResponseFile }}</span>
}
</div>
</div>
</div>
<div style="display: flex; gap: 20px; flex-wrap: wrap; margin-top: 12px; font-size: 13px">
<label style="display: flex; gap: 6px; align-items: center">
<input type="checkbox" [(ngModel)]="importReplace" /> Replace what is there now (headers, query, mapping rows)
— untick to add to it
</label>
<label style="display: flex; gap: 6px; align-items: center">
<input type="checkbox" [(ngModel)]="importGenerate" /> Build the CBS field mapping from the payloads
</label>
</div>
<div class="foot">
<button class="cic-btn" (click)="importOpen = false">Cancel</button>
<button class="cic-btn primary" (click)="applyImport()">Read and fill in</button>
</div>
</div>
</div>
}
<mifosx-api-log-detail [log]="openLog" (closed)="openLog = null"></mifosx-api-log-detail>
@@ -0,0 +1,600 @@
/**
* 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 { CommonModule } from '@angular/common';
import { Component, OnInit, inject } from '@angular/core';
import { FormsModule } from '@angular/forms';
import { ActivatedRoute, RouterModule } from '@angular/router';
import { ApiKeyValueEditorComponent } from '../api-key-value-editor/api-key-value-editor.component';
import { ApiLogDetailComponent } from '../api-log-detail/api-log-detail.component';
import {
guessRequestRows,
guessResponseRows,
ImportedRequest,
ImportedResponse,
parseRequestText,
parseResponseText
} from '../api-import.util';
import {
API_AUTH_TYPES,
API_CBS_FIELDS,
API_CONTENT_TYPES,
API_METHODS,
API_TRANSFORMS,
ApiLog,
ApiManagementService,
ApiMappingRow,
ApiVendor,
blankApi,
buildRequestPreview,
callsVendor,
KeyValue,
pathParamNames,
RequestPreview,
VendorApi
} from '../api-management.service';
/**
* One vendor's setup: its connection (URL, authentication, default headers, credentials), its API set - each API IN or
* OUT with the full HTTP detail and the field mapping, typed in or read from a JSON / cURL / Postman / HAR file - a
* test call, and its recent calls.
*/
@Component({
selector: 'mifosx-api-vendor-setup',
standalone: true,
imports: [
CommonModule,
FormsModule,
RouterModule,
ApiLogDetailComponent,
ApiKeyValueEditorComponent
],
templateUrl: './api-vendor-setup.component.html',
styleUrls: ['../../credit-bureau/cic-shared.scss']
})
export class ApiVendorSetupComponent implements OnInit {
private service = inject(ApiManagementService);
private route = inject(ActivatedRoute);
vendor: ApiVendor | null = null;
tab: 'connection' | 'apis' | 'test' | 'calls' = 'connection';
loading = false;
error: string | null = null;
info: string | null = null;
// connection
form: any = {};
saving = false;
// API set
editing: VendorApi | null = null;
isNewApi = false;
savingApi = false;
editorTab: 'basics' | 'request' | 'response' = 'basics';
// import from JSON / cURL / Postman / HAR
importOpen = false;
importRequestText = '';
importResponseText = '';
importRequestFile = '';
importResponseFile = '';
importReplace = true;
importGenerate = true;
importError: string | null = null;
// test
testApiId: number | null = null;
testBody = '';
testing = false;
testResult: ApiLog | null = null;
// calls
calls: ApiLog[] = [];
openLog: ApiLog | null = null;
readonly authTypes = Object.entries(API_AUTH_TYPES).map(
([
key,
label
]) => ({ key, label })
);
readonly contentTypes = Object.entries(API_CONTENT_TYPES).map(
([
key,
label
]) => ({ key, label })
);
readonly transforms = Object.entries(API_TRANSFORMS).map(
([
key,
label
]) => ({ key, label })
);
readonly cbsFields = Object.entries(API_CBS_FIELDS).map(
([
key,
label
]) => ({ key, label })
);
readonly methods = API_METHODS;
ngOnInit(): void {
this.load(Number(this.route.snapshot.paramMap.get('id')));
}
load(id: number): void {
this.loading = true;
this.service.vendor(id).subscribe({
next: (v) => {
this.vendor = v;
this.loading = false;
this.resetForm(v);
if (!this.testApiId || !v.apis.some((a) => a.id === this.testApiId)) this.testApiId = v.apis[0]?.id ?? null;
this.fillTestBody();
this.loadCalls();
},
error: (e) => {
this.loading = false;
this.error = e?.error?.defaultUserMessage ?? 'Could not load the vendor.';
}
});
}
private resetForm(v: ApiVendor): void {
this.form = {
name: v.name,
work: v.work,
environment: v.environment,
baseUrl: v.baseUrl,
authType: v.authType,
username: v.username,
apiKeyHeader: v.apiKeyHeader,
secret: '',
clearSecret: false,
senderId: v.senderId,
timeoutMs: v.timeoutMs,
retries: v.retries,
defaultHeaders: JSON.parse(JSON.stringify(v.defaultHeaders)),
active: v.active
};
}
loadCalls(): void {
if (!this.vendor) return;
this.service.logs({ vendorId: String(this.vendor.id), limit: 12 }).subscribe((r) => (this.calls = r.items));
}
// ── connection ──
needsSecret(): boolean {
return this.form.authType !== 'NONE';
}
secretLabel(): string {
const a = this.form.authType;
return a === 'BASIC'
? 'Password'
: a === 'API_KEY'
? 'API key'
: a === 'BEARER_TOKEN'
? 'Bearer token'
: 'Client secret';
}
saveConnection(): void {
if (!this.vendor) return;
this.saving = true;
this.error = null;
this.info = null;
const body = { ...this.form };
if (!body.secret) delete body.secret;
this.service.saveVendor(this.vendor.id, body).subscribe({
next: (v) => {
this.saving = false;
this.vendor = v;
this.resetForm(v);
this.info = `${v.name} connection saved.`;
},
error: (e) => {
this.saving = false;
this.error = e?.error?.defaultUserMessage ?? 'Could not save the connection.';
}
});
}
// ── API set ──
newApi(direction: 'IN' | 'OUT'): void {
this.isNewApi = true;
this.error = null;
this.info = null;
this.editorTab = 'basics';
this.editing = blankApi(direction);
}
editApi(a: VendorApi): void {
this.isNewApi = false;
this.error = null;
this.info = null;
this.editorTab = 'basics';
this.editing = JSON.parse(JSON.stringify(a));
}
/** True when the CBS makes the HTTP call (OUT, or IN pull); false for an IN push webhook. */
get outbound(): boolean {
return !!this.editing && callsVendor(this.editing);
}
directionChanged(): void {
if (!this.editing) return;
this.editing.mode = this.editing.direction === 'IN' ? (this.editing.mode ?? 'PUSH') : undefined;
}
/** Keeps the path-parameter table in step with the {names} typed in the path. */
pathChanged(): void {
if (!this.editing) return;
const names = pathParamNames(this.editing.path);
const kept = this.editing.pathParams.filter((p) => names.includes(p.key));
for (const n of names) {
if (!kept.some((p) => p.key === n))
kept.push({ key: n, value: '', description: '', enabled: true, secret: false });
}
this.editing.pathParams = kept;
}
rowsOf(side: 'request' | 'response'): ApiMappingRow[] {
if (!this.editing) return [];
return side === 'request' ? this.editing.requestRows : this.editing.responseRows;
}
/** Whether the left column of a mapping table holds a CBS value (a pick list) or a path in the vendor's JSON. */
fromIsCbs(side: 'request' | 'response'): boolean {
return this.outbound ? side === 'request' : side === 'response';
}
mappingTitle(side: 'request' | 'response'): string {
if (this.outbound) return side === 'request' ? 'Request mapping (CBS → vendor)' : 'Response mapping (vendor → CBS)';
return side === 'request' ? 'Incoming data mapping (vendor → CBS)' : 'Answer mapping (CBS → vendor)';
}
fromLabel(side: 'request' | 'response'): string {
return this.fromIsCbs(side) ? 'CBS value' : "Vendor's JSON path";
}
toLabel(side: 'request' | 'response'): string {
if (this.fromIsCbs(side)) return side === 'request' ? "Vendor's request path" : 'Answer path';
return 'CBS field';
}
private parsedCache = new Map<string, unknown>();
private parsed(text: string): unknown {
if (!this.parsedCache.has(text)) {
let v: unknown = undefined;
try {
v = JSON.parse(text);
} catch {
v = undefined;
}
if (this.parsedCache.size > 20) this.parsedCache.clear();
this.parsedCache.set(text, v);
}
return this.parsedCache.get(text);
}
/** Reads a.b[0].c out of a parsed payload; undefined when it is not there. */
private readPath(root: unknown, path: string): unknown {
let cur: any = root;
for (const part of path.match(/[^.[\]]+/g) ?? []) {
if (cur === null || cur === undefined) return undefined;
cur = cur[/^\d+$/.test(part) ? Number(part) : part];
}
return cur;
}
/**
* How a mapping row matches the sample payload on its side: the value found at the row's JSON path. Rows after a
* list (e.g. data.alerts) are read from the first item of that list, as the CBS does for each item.
*/
sampleMatches(side: 'request' | 'response'): { found: boolean; value: string }[] {
if (!this.editing) return [];
const body = this.parsed(side === 'request' ? this.editing.requestBody : this.editing.responseBody);
const pathIsTo = this.fromIsCbs(side);
let item: unknown = undefined;
return this.rowsOf(side).map((r) => {
const path = (pathIsTo ? r.to : r.from).trim();
if (!path || body === undefined) return { found: false, value: body === undefined ? 'payload is not JSON' : '' };
let v = this.readPath(body, path);
if (v === undefined && item !== undefined) v = this.readPath(item, path);
if (Array.isArray(v)) {
if (item === undefined && v.length) item = v[0];
return { found: true, value: `list of ${v.length}` };
}
if (v === undefined) return { found: false, value: 'not in the sample payload' };
const text = typeof v === 'object' ? JSON.stringify(v) : String(v);
return { found: true, value: text.length > 40 ? text.slice(0, 40) + '…' : text };
});
}
matchedCount(side: 'request' | 'response'): number {
return this.sampleMatches(side).filter((m) => m.found).length;
}
addRow(side: 'request' | 'response'): void {
this.rowsOf(side).push({ from: '', to: '', transform: 'NONE', defaultValue: '', mandatory: false });
}
removeRow(side: 'request' | 'response', i: number): void {
this.rowsOf(side).splice(i, 1);
}
/** Builds mapping rows from the payload typed or imported for that side. */
generateRows(side: 'request' | 'response'): void {
if (!this.editing || !this.vendor) return;
const body = side === 'request' ? this.editing.requestBody : this.editing.responseBody;
// Reading values OUT of a payload (vendor → CBS) vs putting values INTO one (CBS → vendor).
const reading = !this.fromIsCbs(side);
const rows = reading ? guessResponseRows(body, this.vendor.code) : guessRequestRows(body);
if (!rows.length) {
this.error = 'That payload has no JSON values to build a mapping from.';
return;
}
this.error = null;
const target = this.rowsOf(side);
const have = new Set(target.map((r) => r.to));
target.push(...rows.filter((r) => !have.has(r.to)));
this.info = `${rows.length} mapping row(s) read from the payload. Review the CBS fields and adjust.`;
}
saveApi(): void {
if (!this.vendor || !this.editing) return;
this.savingApi = true;
this.error = null;
this.service.saveApi(this.vendor.id, this.editing).subscribe({
next: (a) => {
this.savingApi = false;
this.info = `${a.name} saved.`;
this.editing = null;
this.load(this.vendor!.id);
},
error: (e) => {
this.savingApi = false;
this.error = e?.error?.defaultUserMessage ?? 'Could not save the API.';
}
});
}
deleteApi(a: VendorApi): void {
if (!this.vendor || !confirm(`Delete the API "${a.name}"?`)) return;
this.service.deleteApi(this.vendor.id, a.id).subscribe(() => {
this.editing = null;
this.info = `${a.name} deleted.`;
this.load(this.vendor!.id);
});
}
/** The request this API would send (or receive), as the Test tab and the editor show it. */
preview(a: VendorApi | null): RequestPreview | null {
return this.vendor && a ? buildRequestPreview(this.vendor, a) : null;
}
// ── import ──
openImport(): void {
this.importOpen = true;
this.importError = null;
this.importReplace = this.isNewApi;
this.importRequestText = '';
this.importResponseText = '';
this.importRequestFile = '';
this.importResponseFile = '';
}
onFile(event: Event, which: 'request' | 'response'): void {
const input = event.target as HTMLInputElement;
const file = input.files?.[0];
if (!file) return;
if (file.size > 5 * 1024 * 1024) {
this.importError = 'The file is larger than 5 MB.';
return;
}
const reader = new FileReader();
reader.onload = () => {
const text = String(reader.result ?? '');
if (which === 'request') {
this.importRequestText = text;
this.importRequestFile = file.name;
} else {
this.importResponseText = text;
this.importResponseFile = file.name;
}
};
reader.readAsText(file);
input.value = '';
}
applyImport(): void {
if (!this.editing || !this.vendor) return;
this.importError = null;
let req: ImportedRequest | null = null;
let res: ImportedResponse | null = null;
try {
if (this.importRequestText.trim()) req = parseRequestText(this.importRequestText);
if (this.importResponseText.trim()) res = parseResponseText(this.importResponseText);
else if (req?.response) res = req.response;
} catch (e: any) {
this.importError = e?.message ?? 'Could not read the file.';
return;
}
if (!req && !res) {
this.importError = 'Paste or choose a request, a response, or both.';
return;
}
const a = this.editing;
const done: string[] = [];
const notes: string[] = [
...(req?.notes ?? []),
...(res?.notes ?? [])
];
const replace = this.importReplace;
const mergePairs = (target: KeyValue[], incoming: KeyValue[]): KeyValue[] => {
if (replace) return incoming;
const out = [...target];
for (const p of incoming) {
const i = out.findIndex((x) => x.key.toLowerCase() === p.key.toLowerCase());
if (i >= 0) out[i] = p;
else out.push(p);
}
return out;
};
if (req) {
if (req.method && this.methods.includes(req.method)) {
a.method = req.method as VendorApi['method'];
done.push(`method ${req.method}`);
}
if (req.path && req.path !== '/') {
a.path = this.stripVendorBasePath(req.path);
done.push(`path ${a.path}`);
}
if (req.baseUrl) {
if (!this.form.baseUrl) {
this.form.baseUrl = req.baseUrl;
notes.push(`Base URL ${req.baseUrl} was put on the Connection tab - save it there.`);
} else if (this.form.baseUrl.replace(/\/+$/, '') !== req.baseUrl) {
notes.push(
`The file's host (${req.baseUrl}) is not this vendor's base URL (${this.form.baseUrl}); only the path was used.`
);
}
}
if (req.queryParams.length) {
a.queryParams = mergePairs(a.queryParams, req.queryParams);
done.push(`${req.queryParams.length} query parameter(s)`);
}
if (req.headers.length) {
a.headers = mergePairs(a.headers, req.headers);
done.push(`${req.headers.length} header(s)`);
}
if (req.contentType) {
a.contentType = Object.keys(API_CONTENT_TYPES).includes(req.contentType) ? req.contentType : a.contentType;
done.push(`content type ${a.contentType}`);
}
if (req.body !== undefined) {
a.requestBody = req.body;
done.push('request payload');
}
if (!a.name.trim() && a.path) {
const last =
a.path
.split('/')
.filter((s) => s && !s.includes('{'))
.pop() ?? 'API';
a.name = last.charAt(0).toUpperCase() + last.slice(1).replace(/[-_]+/g, ' ');
}
this.pathChanged();
}
if (res) {
const failure = res.status !== undefined && (res.status < 200 || res.status > 299);
if (res.status !== undefined && !failure) {
a.successCodes = String(res.status);
done.push(`success code ${res.status}`);
}
if (res.headers.length) {
a.responseHeaders = mergePairs(a.responseHeaders, res.headers);
done.push(`${res.headers.length} response header(s)`);
}
if (res.body !== undefined) {
if (failure) {
a.errorBody = res.body;
done.push(`error body (HTTP ${res.status})`);
} else {
a.responseBody = res.body;
done.push('response body');
}
}
if (res.errorBody !== undefined) {
a.errorBody = res.errorBody;
done.push('error body');
}
}
if (this.importGenerate) {
const addRows = (side: 'request' | 'response', body: string) => {
const reading = !this.fromIsCbs(side);
const rows = reading ? guessResponseRows(body, this.vendor!.code) : guessRequestRows(body);
if (!rows.length) return;
const target = replace ? [] : this.rowsOf(side);
const have = new Set(target.map((r) => r.to));
const merged = [
...target,
...rows.filter((r) => !have.has(r.to))
];
if (side === 'request') a.requestRows = merged;
else a.responseRows = merged;
done.push(`${rows.length} ${side === 'request' ? 'request' : 'response'} mapping row(s)`);
};
if (req?.body !== undefined) addRows('request', a.requestBody);
if (res?.body !== undefined && !(res.status !== undefined && (res.status < 200 || res.status > 299)))
addRows('response', a.responseBody);
}
this.importOpen = false;
this.error = null;
this.info = `Read from ${[
req?.source,
res?.source
]
.filter(Boolean)
.join(' + ')}: ${done.join(', ') || 'nothing new'}. ${notes.join(' ')} Review each tab, then Save API.`;
}
/** A path read from a full URL may repeat the path already in the vendor's base URL. */
private stripVendorBasePath(path: string): string {
const base = String(this.form.baseUrl ?? '');
const m = /^[a-zA-Z][a-zA-Z0-9+.-]*:\/\/[^/]+(\/.+)$/.exec(base.replace(/\/+$/, ''));
if (m && path.startsWith(m[1] + '/')) return path.slice(m[1].length);
return path;
}
// ── test ──
get testApi(): VendorApi | null {
return this.vendor?.apis.find((x) => x.id === this.testApiId) ?? null;
}
fillTestBody(): void {
this.testBody = this.testApi?.requestBody ?? '{}';
this.testResult = null;
}
get testPreview(): RequestPreview | null {
const a = this.testApi;
return this.vendor && a ? buildRequestPreview(this.vendor, { ...a, requestBody: this.testBody }) : null;
}
runTest(): void {
if (!this.vendor || !this.testApiId) return;
this.testing = true;
this.error = null;
this.service.testApi(this.vendor.id, this.testApiId, this.testBody).subscribe({
next: (log) => {
this.testing = false;
this.testResult = log;
this.loadCalls();
},
error: (e) => {
this.testing = false;
this.error = e?.error?.defaultUserMessage ?? 'Test failed.';
}
});
}
}
@@ -0,0 +1,172 @@
<!--
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="cic-page">
<div class="cic-head">
<div>
<h1>API Management</h1>
<p>
Connect any API service to the CBS the same way: <b>Vendor → Work → API set</b>. <b>IN</b> = data comes into the
CBS from the vendor (CIC alerts, delivery reports, replies). <b>OUT</b> = the CBS calls the vendor (send an SMS
or WhatsApp message).
</p>
</div>
<div class="cic-actions">
<a class="cic-btn" routerLink="/api-management/logs">API call logs</a>
<button class="cic-btn primary" (click)="startAdd()">+ Add vendor</button>
</div>
</div>
@if (error && !adding) {
<div class="cic-alert error">{{ error }}</div>
}
@if (info) {
<div class="cic-alert success">{{ info }}</div>
}
<div class="cic-grid cols-4" style="margin-bottom: 16px">
<div class="cic-stat">
<div class="k">Vendors</div>
<div class="v">{{ vendors.length }}</div>
<div class="s">{{ activeVendors }} active</div>
</div>
<div class="cic-stat">
<div class="k">APIs</div>
<div class="v">{{ totalIn + totalOut }}</div>
<div class="s">{{ totalIn }} IN · {{ totalOut }} OUT</div>
</div>
<div class="cic-stat">
<div class="k">Calls in 24 hours</div>
<div class="v">{{ summary.callsToday }}</div>
<div class="s">both directions</div>
</div>
<div class="cic-stat">
<div class="k">Failed in 24 hours</div>
<div class="v" [class.tone-bad]="summary.failedToday > 0">{{ summary.failedToday }}</div>
<div class="s">see the call logs</div>
</div>
</div>
<div class="cic-card">
<h2>Vendors</h2>
@if (loading && !vendors.length) {
<div class="cic-empty">Loading…</div>
} @else {
<div class="cic-table-wrap">
<table class="cic-table">
<thead>
<tr>
<th>Vendor</th>
<th>Work</th>
<th>APIs</th>
<th>Environment</th>
<th>24 h calls</th>
<th>Last call</th>
<th>Active</th>
<th></th>
</tr>
</thead>
<tbody>
@for (v of vendors; track v.id) {
<tr>
<td>
<b>{{ v.name }}</b>
<div class="muted cic-mono" style="font-size: 11px">{{ v.code }}</div>
</td>
<td style="max-width: 340px; white-space: normal">{{ v.work }}</td>
<td>
@if (count(v, 'IN')) {
<span class="cic-badge brand">IN × {{ count(v, 'IN') }}</span>
}
@if (count(v, 'OUT')) {
<span class="cic-badge ok">OUT × {{ count(v, 'OUT') }}</span>
}
@if (!v.apis.length) {
<span class="muted">none yet</span>
}
</td>
<td>
<span
class="cic-badge"
[class.warn]="v.environment === 'SIMULATOR'"
[class.good]="v.environment === 'PRODUCTION'"
>{{ v.environment }}</span
>
</td>
<td>
{{ calls(v).calls }}
@if (calls(v).failed) {
<span class="tone-bad" style="font-size: 12px"> · {{ calls(v).failed }} failed</span>
}
</td>
<td>{{ v.lastCallOn ? (v.lastCallOn | slice: 0 : 16) : '—' }}</td>
<td>
<span class="cic-switch">
<input type="checkbox" [checked]="v.active" (change)="toggle(v, $event)" />
<span></span>
</span>
</td>
<td style="white-space: nowrap">
<a class="cic-btn sm primary" [routerLink]="['/api-management/vendors', v.id]">Set up</a>
</td>
</tr>
@if (v.links.length) {
<tr>
<td colspan="8" style="background: var(--cic-soft); padding: 6px 12px">
<span class="muted" style="font-size: 12px">{{ v.code }} also has:</span>
@for (l of v.links; track l.route) {
<a class="cic-btn sm" style="margin-left: 6px" [routerLink]="l.route">{{ l.label }}</a>
}
</td>
</tr>
}
}
</tbody>
</table>
</div>
}
</div>
@if (adding) {
<div class="cic-modal-backdrop" (click)="adding = false">
<div class="cic-modal" (click)="$event.stopPropagation()">
<h3>Add an API vendor</h3>
@if (error) {
<div class="cic-alert error">{{ error }}</div>
}
<div class="cic-grid cols-1" style="gap: 12px">
<div class="cic-field">
<label>Vendor name</label>
<input [(ngModel)]="form.name" placeholder="e.g. Aadhaar eKYC, Payment gateway, E-mail" />
</div>
<div class="cic-field">
<label>Work — what is this vendor used for?</label>
<textarea rows="3" [(ngModel)]="form.work" placeholder="e.g. Verify customer Aadhaar during KYC"></textarea>
</div>
<div class="cic-field">
<label>Environment</label>
<select [(ngModel)]="form.environment">
<option value="SIMULATOR">SIMULATOR — no network call</option>
<option value="UAT">UAT — vendor's test environment</option>
<option value="PRODUCTION">PRODUCTION — live</option>
</select>
</div>
</div>
<p class="muted" style="font-size: 12px; margin: 12px 0 0">
Next you set up the connection and add its APIs, each marked IN or OUT.
</p>
<div class="foot">
<button class="cic-btn" (click)="adding = false">Cancel</button>
<button class="cic-btn primary" (click)="saveNew()" [disabled]="saving">
{{ saving ? 'Adding…' : 'Add and set up' }}
</button>
</div>
</div>
</div>
}
</div>
@@ -0,0 +1,121 @@
/**
* 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 { CommonModule } from '@angular/common';
import { Component, OnInit, inject } from '@angular/core';
import { FormsModule } from '@angular/forms';
import { Router, RouterModule } from '@angular/router';
import { ApiManagementService, ApiVendor } from '../api-management.service';
/** Every outside API service the CBS uses: vendor, its work, its APIs (IN / OUT) and whether it is switched on. */
@Component({
selector: 'mifosx-api-vendors',
standalone: true,
imports: [
CommonModule,
FormsModule,
RouterModule
],
templateUrl: './api-vendors.component.html',
styleUrls: ['../../credit-bureau/cic-shared.scss']
})
export class ApiVendorsComponent implements OnInit {
private service = inject(ApiManagementService);
private router = inject(Router);
vendors: ApiVendor[] = [];
summary: { callsToday: number; failedToday: number; perVendor: Record<number, { calls: number; failed: number }> } = {
callsToday: 0,
failedToday: 0,
perVendor: {}
};
loading = false;
error: string | null = null;
info: string | null = null;
adding = false;
saving = false;
form: { name: string; work: string; environment: ApiVendor['environment'] } = this.blankForm();
ngOnInit(): void {
this.load();
}
private blankForm() {
return { name: '', work: '', environment: 'SIMULATOR' as ApiVendor['environment'] };
}
load(): void {
this.loading = true;
this.service.vendors().subscribe((v) => {
this.vendors = v;
this.loading = false;
});
this.service.summary().subscribe((s) => (this.summary = s));
}
count(v: ApiVendor, direction: 'IN' | 'OUT'): number {
return v.apis.filter((a) => a.direction === direction).length;
}
get totalIn(): number {
return this.vendors.reduce((s, v) => s + this.count(v, 'IN'), 0);
}
get totalOut(): number {
return this.vendors.reduce((s, v) => s + this.count(v, 'OUT'), 0);
}
get activeVendors(): number {
return this.vendors.filter((v) => v.active).length;
}
calls(v: ApiVendor): { calls: number; failed: number } {
return this.summary.perVendor[v.id] ?? { calls: 0, failed: 0 };
}
toggle(v: ApiVendor, event: Event): void {
const want = (event.target as HTMLInputElement).checked;
(event.target as HTMLInputElement).checked = v.active;
this.error = null;
this.info = null;
this.service.saveVendor(v.id, { active: want }).subscribe({
next: (u) => {
v.active = u.active;
this.info = `${u.name} is now ${u.active ? 'active' : 'switched off'}.`;
},
error: (e) => (this.error = e?.error?.defaultUserMessage ?? 'Could not change the vendor.')
});
}
startAdd(): void {
this.adding = true;
this.form = this.blankForm();
this.error = null;
}
saveNew(): void {
this.saving = true;
this.error = null;
this.service.addVendor(this.form).subscribe({
next: (v) => {
this.saving = false;
this.adding = false;
this.router.navigate([
'/api-management/vendors',
v.id
]);
},
error: (e) => {
this.saving = false;
this.error = e?.error?.defaultUserMessage ?? 'Could not add the vendor.';
}
});
}
}
+6
View File
@@ -73,10 +73,13 @@ import { InvestmentModule } from './investment/investment.module';
import { NpaModule } from './npa/npa.module';
import { ReconciliationModule } from './reconciliation/reconciliation.module';
import { LoanOriginationModule } from './loan-origination/loan-origination.module';
import { CreditBureauModule } from './credit-bureau/credit-bureau.module';
import { ApiManagementModule } from './api-management/api-management.module';
import { DigitalModule } from './digital/digital.module';
import { LetterMgmtModule } from './letter-mgmt/letter-mgmt.module';
import { AccountsModule } from './accounts/accounts.module';
import { ElectionModule } from './election/election.module';
import { LoanEligibilityModule } from './loan-eligibility/loan-eligibility.module';
import { SponsorDDModule } from './sponsor-dd/sponsor-dd.module';
import { SponsorDDReconciliationModule } from './sponsor-dd-reconciliation/sponsor-dd-reconciliation.module';
import { PortalModule } from '@angular/cdk/portal';
@@ -189,10 +192,13 @@ export function HttpLoaderFactory(http: HttpClient) {
NpaModule,
ReconciliationModule,
LoanOriginationModule,
CreditBureauModule,
ApiManagementModule,
DigitalModule,
LetterMgmtModule,
AccountsModule,
ElectionModule,
LoanEligibilityModule,
SponsorDDModule,
SponsorDDReconciliationModule,
AppRoutingModule,
@@ -0,0 +1,229 @@
<!--
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="cv-tab-content cta-tab">
<!-- ── TITLE BAR ── -->
<div class="cta-action-bar">
<div class="cta-action-bar__left">
<mat-icon class="cta-action-bar__icon">swap_horiz</mat-icon>
<div>
<div class="cta-action-bar__title">Cash Transfers</div>
<div class="cta-action-bar__sub">
Approve or reject an allocation of cash from the vault to a cashier. The cash leaves the vault only when it is
approved.
</div>
</div>
</div>
<div class="cta-counts">
<span class="cta-count"
><strong>{{ all.length }}</strong> waiting</span
>
</div>
</div>
<!-- ── FILTER BAR ── -->
<div class="cta-filter-bar">
<div class="cta-search-box">
<mat-icon>search</mat-icon>
<input type="text" placeholder="Search by cashier, vault, user or note" [(ngModel)]="searchTerm" />
@if (searchTerm) {
<button type="button" class="cta-search-box__clear" (click)="searchTerm = ''">
<mat-icon>close</mat-icon>
</button>
}
</div>
<button type="button" class="cta-btn cta-btn--refresh" (click)="load()" [disabled]="loading">
<mat-icon>refresh</mat-icon>
</button>
</div>
<!-- ── TABLE ── -->
@if (loading && !loaded) {
<div class="cta-empty"><p class="cta-empty__title">Loading…</p></div>
} @else if (rows.length === 0) {
<div class="cta-empty">
<mat-icon class="cta-empty__icon">inbox</mat-icon>
<p class="cta-empty__title">No cash transfer waiting</p>
<p class="cta-empty__text">There is no cash allocation waiting for approval.</p>
</div>
} @else {
<div class="cta-table-wrap">
<table class="cta-table">
<thead>
<tr>
<th>Date</th>
<th>From</th>
<th>To (Cashier)</th>
<th class="num">Amount</th>
<th>Note</th>
<th>Raised By</th>
<th>Raised At</th>
<th class="cta-th-action">Action</th>
</tr>
</thead>
<tbody>
@for (r of rows; track r.id) {
<tr class="cta-row">
<td class="cta-dt">{{ r.transfer_date || '—' }}</td>
<td>{{ r.from_party || '—' }}</td>
<td class="cta-strong">{{ r.to_party || '—' }}</td>
<td class="num cta-amount">₹{{ r.total_amount | number: '1.2-2' }}</td>
<td class="cta-reason" [title]="r.note || ''">{{ r.note || '—' }}</td>
<td>{{ r.maker_name || '—' }}</td>
<td class="cta-dt">{{ formatDateTime(r.maker_at) }}</td>
<td class="cta-action-cell">
<button type="button" class="cta-btn cta-btn--approve" (click)="review(r)">
<mat-icon>rate_review</mat-icon> Review
</button>
</td>
</tr>
}
</tbody>
</table>
</div>
}
</div>
<!-- ─── Popup: review a request, every note and coin it asks for ───────────── -->
<ng-template #reviewDialog>
@if (reviewing) {
<div class="cta-dlg">
<header class="cta-dlg__head">
<mat-icon class="cta-dlg__ico cta-dlg__ico--ok">swap_horiz</mat-icon>
<div class="cta-dlg__titles">
<div class="cta-dlg__title">Review cash transfer</div>
<div class="cta-dlg__sub">
Raised by {{ reviewing.maker_name || '—' }} · {{ formatDateTime(reviewing.maker_at) }}
</div>
</div>
<button type="button" class="cta-dlg__x" aria-label="Close" (click)="closeReview()">
<mat-icon>close</mat-icon>
</button>
</header>
<div class="cta-dlg__body">
<div class="cta-total">
<span>Amount to release</span>
<strong>₹{{ reviewing.total_amount | number: '1.2-2' }}</strong>
</div>
<div class="cta-grid">
<div class="cta-cell">
<div class="cta-label">Transfer date</div>
<div class="cta-value">{{ reviewing.transfer_date || '—' }}</div>
</div>
<div class="cta-cell">
<div class="cta-label">From</div>
<div class="cta-value">{{ reviewing.from_party || '—' }}</div>
</div>
<div class="cta-cell">
<div class="cta-label">To (cashier)</div>
<div class="cta-value">{{ reviewing.to_party || '—' }}</div>
</div>
<div class="cta-cell">
<div class="cta-label">Notes and coins</div>
<div class="cta-value">
{{ piecesOf(reviewing) }} pieces · {{ linesOf(reviewing).length }} denominations
</div>
</div>
@if (reviewing.note) {
<div class="cta-cell cta-cell--wide">
<div class="cta-label">Note</div>
<div class="cta-value">{{ reviewing.note }}</div>
</div>
}
</div>
<div class="cta-label">Denomination breakdown</div>
<table class="cta-mini">
<thead>
<tr>
<th>Denomination</th>
<th class="num">Count</th>
<th class="num">Amount</th>
</tr>
</thead>
<tbody>
@for (l of linesOf(reviewing); track l.value) {
<tr>
<td>₹{{ l.value }}</td>
<td class="num">{{ l.count }}</td>
<td class="num">₹{{ l.amount | number: '1.2-2' }}</td>
</tr>
}
</tbody>
<tfoot>
<tr>
<td>Total</td>
<td class="num">{{ piecesOf(reviewing) }}</td>
<td class="num">₹{{ reviewing.total_amount | number: '1.2-2' }}</td>
</tr>
</tfoot>
</table>
</div>
<footer class="cta-dlg__foot">
<button type="button" class="cta-btn cta-btn--ghost" (click)="closeReview()">Close</button>
<button
type="button"
class="cta-btn cta-btn--reject"
[disabled]="busyId === reviewing.id"
(click)="rejectFromReview(reviewing)"
>
<mat-icon>close</mat-icon> Reject
</button>
<button
type="button"
class="cta-btn cta-btn--approve"
[disabled]="busyId === reviewing.id"
(click)="approve(reviewing)"
>
<mat-icon>check</mat-icon> Approve
</button>
</footer>
</div>
}
</ng-template>
<!-- ─── Popup: reject with a reason ───────────────────────────────────────── -->
<ng-template #rejectDialog>
@if (rejecting) {
<div class="cta-dlg">
<header class="cta-dlg__head">
<mat-icon class="cta-dlg__ico">block</mat-icon>
<div class="cta-dlg__titles">
<div class="cta-dlg__title">Reject cash transfer</div>
<div class="cta-dlg__sub">₹{{ rejecting.total_amount | number: '1.2-2' }} to {{ rejecting.to_party }}</div>
</div>
<button type="button" class="cta-dlg__x" aria-label="Close" (click)="cancelReject()">
<mat-icon>close</mat-icon>
</button>
</header>
<div class="cta-dlg__body">
<label class="cta-label" for="cta-reason">Reason (required)</label>
<textarea
id="cta-reason"
rows="3"
placeholder="Why is this being rejected?"
[(ngModel)]="rejectReason"
></textarea>
</div>
<footer class="cta-dlg__foot">
<button type="button" class="cta-btn cta-btn--ghost" (click)="cancelReject()">Cancel</button>
<button
type="button"
class="cta-btn cta-btn--reject-solid"
[disabled]="!rejectReason.trim() || busyId === rejecting.id"
(click)="confirmReject()"
>
Confirm reject
</button>
</footer>
</div>
}
</ng-template>
@@ -0,0 +1,573 @@
/**
* 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/.
*/
// Laid out like the other approval tabs (Withdrawal Requests): title bar, filter bar, one table.
:host {
display: block;
}
.cta-tab {
padding: 0;
}
.cta-action-bar {
display: flex;
align-items: center;
justify-content: space-between;
gap: 16px;
padding: 10px 16px;
background: #fff;
border-bottom: 1px solid #e2e8f0;
&__left {
display: flex;
align-items: center;
gap: 12px;
}
&__icon {
font-size: 22px;
width: 22px;
height: 22px;
color: #0f4f3c;
}
&__title {
font-size: 13px;
font-weight: 700;
color: #0d1b2a;
}
&__sub {
max-width: 640px;
margin-top: 1px;
font-size: 11px;
color: #64748b;
}
}
.cta-counts {
display: flex;
gap: 8px;
}
.cta-count {
padding: 2px 10px;
border-radius: 999px;
background: #f1f5f9;
font-size: 11px;
color: #475569;
strong {
color: #0f4f3c;
}
}
.cta-filter-bar {
display: flex;
align-items: center;
gap: 6px;
flex-wrap: wrap;
padding: 6px 16px;
background: #f8fafc;
border-bottom: 1px solid #e2e8f0;
}
.cta-fb-sep {
flex-shrink: 0;
width: 1px;
height: 22px;
margin: 0 4px;
background: #e2e8f0;
}
.cta-search-box {
display: inline-flex;
align-items: center;
gap: 6px;
height: 30px;
min-width: 240px;
padding: 0 10px;
border: 1px solid #e2e8f0;
border-radius: 8px;
background: #fff;
mat-icon {
flex-shrink: 0;
font-size: 17px;
width: 17px;
height: 17px;
color: #94a3b8;
}
&:hover {
border-color: #cbd5e1;
}
&:focus-within {
border-color: #0f4f3c;
box-shadow: 0 0 0 3px rgb(15 79 60 / 8%);
}
input {
flex: 1;
border: none;
outline: none;
background: transparent;
font-family: inherit;
font-size: 12px;
color: #0d1b2a;
&::placeholder {
color: #94a3b8;
}
}
&__clear {
display: inline-flex;
align-items: center;
justify-content: center;
flex-shrink: 0;
width: 20px;
height: 20px;
padding: 0;
border: none;
border-radius: 50%;
background: none;
color: #94a3b8;
cursor: pointer;
mat-icon {
font-size: 15px;
width: 15px;
height: 15px;
color: inherit;
}
&:hover {
color: #dc2626;
background: #fef2f2;
}
}
}
.cta-filter-select {
height: 30px;
min-width: 140px;
padding: 0 10px;
border: 1px solid #e2e8f0;
border-radius: 7px;
background: #fff;
font-family: inherit;
font-size: 12px;
color: #0d1b2a;
cursor: pointer;
&:focus {
outline: none;
border-color: #0f4f3c;
}
}
// ── Buttons ─────────────────────────────────────────────────────────────────
.cta-btn {
display: inline-flex;
align-items: center;
gap: 4px;
height: 26px;
padding: 0 10px;
border: 1px solid transparent;
border-radius: 7px;
font-family: inherit;
font-size: 11px;
font-weight: 600;
white-space: nowrap;
cursor: pointer;
mat-icon {
font-size: 14px;
width: 14px;
height: 14px;
}
&:disabled {
opacity: 0.45;
cursor: not-allowed;
}
&--refresh {
height: 30px;
width: 30px;
justify-content: center;
padding: 0;
margin-left: auto;
border-color: #e2e8f0;
background: #fff;
color: #475569;
}
&--approve {
background: #0f4f3c;
color: #fff;
&:hover:not(:disabled) {
background: #0a3d2e;
}
}
&--reject {
border-color: #fecaca;
background: #fff;
color: #dc2626;
&:hover:not(:disabled) {
background: #fef2f2;
}
}
&--reject-solid {
background: #dc2626;
color: #fff;
}
&--ghost {
border-color: #e2e8f0;
background: #fff;
color: #475569;
}
}
// ── Table ───────────────────────────────────────────────────────────────────
.cta-table-wrap {
overflow-x: auto;
background: #fff;
}
.cta-table {
width: 100%;
border-collapse: collapse;
font-size: 11px;
th {
padding: 7px 10px;
border-bottom: 1px solid #e2e8f0;
background: #f8fafc;
font-size: 9.5px;
font-weight: 800;
letter-spacing: 0.06em;
text-align: left;
text-transform: uppercase;
color: #94a3b8;
white-space: nowrap;
}
td {
padding: 5px 10px;
border-bottom: 1px solid #eef2f7;
vertical-align: middle;
color: #0d1b2a;
}
.num {
text-align: right;
font-variant-numeric: tabular-nums;
}
.cta-th-action {
text-align: right;
}
}
.cta-row:hover td {
background: #f8fafc;
}
.cta-mono {
font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
letter-spacing: 0.02em;
}
.cta-voucher {
font-weight: 700;
color: #0f4f3c;
}
.cta-strong {
font-weight: 700;
}
.cta-sub {
margin-top: 1px;
font-size: 11px;
color: #64748b;
}
.cta-none {
color: #cbd5e1;
}
.cta-amount {
font-weight: 700;
}
.cta-reason {
max-width: 220px;
overflow: hidden;
text-overflow: ellipsis;
white-space: nowrap;
}
.cta-dt {
white-space: nowrap;
color: #475569;
}
.cta-kind {
display: inline-block;
padding: 2px 10px;
border-radius: 999px;
font-size: 11px;
font-weight: 700;
&--unpass {
background: #fef3c7;
color: #92400e;
}
&--correction {
background: #dbeafe;
color: #1e40af;
}
}
.cta-action-cell {
display: flex;
justify-content: flex-end;
gap: 6px;
white-space: nowrap;
}
// ── Empty ───────────────────────────────────────────────────────────────────
.cta-empty {
padding: 28px 16px;
text-align: center;
color: #94a3b8;
&__icon {
display: block;
margin: 0 auto 6px;
font-size: 30px;
width: 30px;
height: 30px;
opacity: 0.6;
}
&__title {
margin: 0;
font-size: 12px;
font-weight: 700;
color: #64748b;
}
&__text {
margin: 3px 0 0;
font-size: 11px;
}
}
// ── Reject popup ────────────────────────────────────────────────────────────
.cta-dlg {
font-size: 12px;
&__head {
display: flex;
align-items: center;
gap: 10px;
padding: 10px 14px;
border-bottom: 1px solid #e2e8f0;
background: #f8fafc;
}
&__ico {
flex: 0 0 32px;
height: 32px;
width: 32px;
border-radius: 9px;
background: #fef2f2;
color: #dc2626;
font-size: 18px;
line-height: 32px;
text-align: center;
}
&__titles {
flex: 1;
min-width: 0;
}
&__title {
font-size: 14px;
font-weight: 700;
color: #0f172a;
}
&__sub {
font-size: 11px;
color: #64748b;
}
&__x {
display: inline-flex;
align-items: center;
justify-content: center;
height: 28px;
width: 28px;
border: 0;
border-radius: 50%;
background: transparent;
color: #64748b;
cursor: pointer;
&:hover {
background: #e2e8f0;
}
mat-icon {
font-size: 18px;
height: 18px;
width: 18px;
}
}
&__body {
padding: 12px 14px;
max-height: 64vh;
overflow-y: auto;
textarea {
width: 100%;
padding: 7px 10px;
border: 1px solid #cbd5e1;
border-radius: 8px;
font: inherit;
font-size: 12px;
resize: vertical;
&:focus {
outline: 0;
border-color: #0f4f3c;
box-shadow: 0 0 0 3px rgb(15 79 60 / 8%);
}
}
}
&__foot {
display: flex;
justify-content: flex-end;
gap: 8px;
padding: 10px 14px;
border-top: 1px solid #e2e8f0;
background: #f8fafc;
}
}
.cta-label {
display: block;
margin-bottom: 4px;
font-size: 10px;
font-weight: 700;
letter-spacing: 0.05em;
text-transform: uppercase;
color: #94a3b8;
}
.cta-dlg__ico--ok {
background: #f0fdf4;
color: #1f7a4d;
}
.cta-total {
display: flex;
align-items: baseline;
justify-content: space-between;
margin-bottom: 10px;
padding: 8px 12px;
border-radius: 10px;
background: #ecfdf5;
border: 1px solid #a7f3d0;
color: #065f46;
font-size: 12px;
font-weight: 600;
strong {
font-size: 18px;
font-weight: 800;
font-variant-numeric: tabular-nums;
}
}
.cta-grid {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(150px, 1fr));
gap: 6px;
margin-bottom: 12px;
}
.cta-cell {
padding: 6px 10px;
border-radius: 8px;
background: #f8fafc;
border: 1px solid #eef2f7;
&--wide {
grid-column: 1 / -1;
}
}
.cta-value {
font-size: 12px;
font-weight: 600;
color: #0f172a;
word-break: break-word;
}
.cta-mini {
width: 100%;
margin-top: 4px;
border-collapse: collapse;
font-size: 12px;
th {
padding: 6px 10px;
border-bottom: 1px solid #e2e8f0;
background: #f8fafc;
font-size: 10px;
font-weight: 800;
letter-spacing: 0.05em;
text-align: left;
text-transform: uppercase;
color: #94a3b8;
}
td {
padding: 5px 10px;
border-bottom: 1px solid #eef2f7;
}
.num {
text-align: right;
font-variant-numeric: tabular-nums;
}
tfoot td {
border-top: 2px solid #e2e8f0;
border-bottom: 0;
font-weight: 800;
background: #f8fafc;
}
}
@@ -0,0 +1,190 @@
/**
* 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, TemplateRef, ViewChild, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { MatDialog, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
import { MatIconModule } from '@angular/material/icon';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { of } from 'rxjs';
import { catchError } from 'rxjs/operators';
import { CashierService } from '../cashier.service';
/** A cash transfer request waiting for a checker, as the server keeps it (snake_case columns). */
interface CashTransferRequest {
id: number;
transfer_date: string | null;
from_party: string | null;
to_party: string | null;
note: string | null;
total_amount: number;
maker_name: string | null;
maker_at: string | null;
denominations: { denominationValue: number; count: number }[];
}
/**
* Checker side of Cash Transfer: approves or rejects an allocation of cash from the vault to a cashier. The cash
* leaves the vault only when it is approved, by someone other than the person who raised it.
*/
@Component({
selector: 'mifosx-cash-transfer-approvals',
templateUrl: './cash-transfer-approvals.component.html',
styleUrls: ['./cash-transfer-approvals.component.scss'],
standalone: true,
imports: [
CommonModule,
FormsModule,
MatDialogModule,
MatIconModule,
MatSnackBarModule
]
})
export class CashTransferApprovalsComponent implements OnInit {
private service = inject(CashierService);
private snackBar = inject(MatSnackBar);
private dialog = inject(MatDialog);
@ViewChild('rejectDialog') rejectDialog!: TemplateRef<unknown>;
@ViewChild('reviewDialog') reviewDialog!: TemplateRef<unknown>;
private dialogRef: MatDialogRef<unknown> | null = null;
private reviewRef: MatDialogRef<unknown> | null = null;
/** The request open in the review popup, with every note and coin it asks for. */
reviewing: CashTransferRequest | null = null;
all: CashTransferRequest[] = [];
loading = false;
loaded = false;
busyId: number | null = null;
searchTerm = '';
rejecting: CashTransferRequest | null = null;
rejectReason = '';
ngOnInit(): void {
this.load();
}
load(): void {
this.loading = true;
this.service
.getCashTransferRequests('PENDING')
.pipe(catchError(() => of([] as CashTransferRequest[])))
.subscribe((rows) => {
this.all = rows as CashTransferRequest[];
this.loading = false;
this.loaded = true;
});
}
get rows(): CashTransferRequest[] {
const term = this.searchTerm.trim().toLowerCase();
if (!term) return this.all;
return this.all.filter((r) => [
r.from_party,
r.to_party,
r.maker_name,
r.note
].some((v) => (v ?? '').toLowerCase().includes(term)));
}
/** One line per denomination asked for, largest first, with what each line adds up to. */
linesOf(r: CashTransferRequest): { value: number; count: number; amount: number }[] {
return [...(r.denominations ?? [])]
.filter((d) => d.count > 0)
.sort((a, b) => b.denominationValue - a.denominationValue)
.map((d) => ({ value: d.denominationValue, count: d.count, amount: d.denominationValue * d.count }));
}
/** How many notes and coins the request asks for in all. */
piecesOf(r: CashTransferRequest): number {
return this.linesOf(r).reduce((sum, l) => sum + l.count, 0);
}
review(r: CashTransferRequest): void {
this.reviewing = r;
this.reviewRef?.close();
this.reviewRef = this.dialog.open(this.reviewDialog, { width: '560px', maxWidth: '95vw', autoFocus: false });
this.reviewRef.afterClosed().subscribe(() => (this.reviewing = null));
}
closeReview(): void {
this.reviewRef?.close();
}
/** Rejecting from the review popup: the review closes, the reason popup opens for the same request. */
rejectFromReview(r: CashTransferRequest): void {
this.reviewRef?.close();
this.startReject(r);
}
formatDateTime(value: string | null): string {
if (!value) return '—';
const d = new Date(value);
return isNaN(d.getTime())
? value
: d.toLocaleString('en-IN', { day: '2-digit', month: 'short', hour: '2-digit', minute: '2-digit' });
}
approve(r: CashTransferRequest): void {
if (this.busyId) return;
this.busyId = r.id;
this.service.approveCashTransferRequest(r.id).subscribe({
next: (res: any) => {
this.busyId = null;
this.reviewRef?.close();
this.snackBar.open(
res?.glWarning ? `Approved (GL warning: ${res.glWarning})` : 'Approved — cash allocated to the cashier',
'Close',
{ duration: 6000 }
);
this.load();
},
error: (err) => {
this.busyId = null;
this.fail(err, 'Could not approve');
}
});
}
startReject(r: CashTransferRequest): void {
this.rejecting = r;
this.rejectReason = '';
this.dialogRef = this.dialog.open(this.rejectDialog, { width: '440px', maxWidth: '95vw', autoFocus: false });
this.dialogRef.afterClosed().subscribe(() => (this.rejecting = null));
}
cancelReject(): void {
this.dialogRef?.close();
}
confirmReject(): void {
if (!this.rejecting || !this.rejectReason.trim() || this.busyId) return;
const id = this.rejecting.id;
this.busyId = id;
this.service.rejectCashTransferRequest(id, this.rejectReason.trim()).subscribe({
next: () => {
this.busyId = null;
this.dialogRef?.close();
this.snackBar.open('Rejected', 'Close', { duration: 4000 });
this.load();
},
error: (err) => {
this.busyId = null;
this.fail(err, 'Could not reject');
}
});
}
private fail(err: any, fallback: string): void {
const msg = err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.defaultUserMessage ?? fallback;
this.snackBar.open(msg, 'Close', { duration: 8000 });
}
}
@@ -13,7 +13,15 @@
<h1 class="pg-title">Cash Transfer</h1>
<p class="pg-sub">Move cash denomination-wise from one party to another (e.g. Vault → Cashier for opening).</p>
</div>
<button type="button" class="pg-btn pg-btn--ghost" (click)="clear()"><mat-icon>undo</mat-icon> Clear</button>
<div class="ct-head-actions">
<button type="button" class="pg-btn pg-btn--ghost" (click)="openRequests()">
<mat-icon>pending_actions</mat-icon> My Requests
@if (pendingCount) {
<span class="ct-badge">{{ pendingCount }}</span>
}
</button>
<button type="button" class="pg-btn pg-btn--ghost" (click)="clear()"><mat-icon>undo</mat-icon> Clear</button>
</div>
</header>
<div class="pg-toolbar pg-toolbar--mat">
@@ -155,7 +163,56 @@
<div class="pg-total-bar">
Total to transfer: <strong>₹{{ total | number: '1.2-2' }}</strong>
<button type="button" class="pg-btn pg-btn--primary" [disabled]="!valid || saving" (click)="submit()">
<mat-icon>swap_horiz</mat-icon> Record Transfer
<mat-icon>send</mat-icon> Send for approval
</button>
</div>
</div>
<!-- Popup: this person's own cash transfer requests, and where each stands. The cash moves only once a manager approves. -->
<ng-template #requestsDialog>
<div class="ct-dlg">
<header class="ct-dlg__head">
<mat-icon class="ct-dlg__ico">pending_actions</mat-icon>
<div class="ct-dlg__titles">
<div class="ct-dlg__title">My transfer requests</div>
<div class="ct-dlg__sub">Cash leaves the vault only after a manager approves</div>
</div>
<button type="button" class="ct-dlg__x" aria-label="Close" (click)="closeRequests()">
<mat-icon>close</mat-icon>
</button>
</header>
<div class="ct-dlg__body">
@if (myRequests.length) {
<table class="pg-table">
<thead>
<tr>
<th>Date</th>
<th>To</th>
<th class="num">Amount</th>
<th>Status</th>
<th>Approved by</th>
</tr>
</thead>
<tbody>
@for (r of myRequests; track r.id) {
<tr>
<td>{{ r.transfer_date || '—' }}</td>
<td>{{ r.to_party || '—' }}</td>
<td class="num">₹{{ r.total_amount | number: '1.2-2' }}</td>
<td>
<span class="ct-status" [class]="'ct-status ct-status--' + r.status">{{ r.status }}</span>
@if (r.rejection_reason) {
<div class="ct-requests__note">{{ r.rejection_reason }}</div>
}
</td>
<td>{{ r.checker_name || '—' }}</td>
</tr>
}
</tbody>
</table>
} @else {
<div class="pg-empty">You have not raised any cash transfer request yet.</div>
}
</div>
</div>
</ng-template>
@@ -49,3 +49,131 @@
font-size: 12px;
color: #991b1b;
}
.ct-requests {
padding: 0;
&__title {
padding: 10px 14px;
border-bottom: 1px solid #e2e8f0;
font-size: 13px;
font-weight: 700;
color: #0d1b2a;
}
&__note {
margin-top: 2px;
font-size: 11px;
color: #64748b;
}
}
.ct-status {
display: inline-block;
padding: 2px 10px;
border-radius: 999px;
background: #e2e8f0;
font-size: 11px;
font-weight: 700;
&--PENDING {
background: #fef3c7;
color: #92400e;
}
&--APPROVED {
background: #d1fae5;
color: #065f46;
}
&--REJECTED {
background: #fee2e2;
color: #991b1b;
}
}
.ct-head-actions {
display: flex;
gap: 8px;
flex-wrap: wrap;
}
.ct-badge {
min-width: 18px;
padding: 0 6px;
border-radius: 999px;
background: #f59e0b;
color: #fff;
font-size: 11px;
font-weight: 700;
text-align: center;
}
.ct-dlg {
font-size: 12px;
&__head {
display: flex;
align-items: center;
gap: 10px;
padding: 10px 14px;
border-bottom: 1px solid #e2e8f0;
background: #f8fafc;
}
&__ico {
flex: 0 0 32px;
height: 32px;
width: 32px;
border-radius: 9px;
background: #f0fdf4;
color: #1f7a4d;
font-size: 18px;
line-height: 32px;
text-align: center;
}
&__titles {
flex: 1;
min-width: 0;
}
&__title {
font-size: 14px;
font-weight: 700;
color: #0f172a;
}
&__sub {
font-size: 11px;
color: #64748b;
}
&__x {
display: inline-flex;
align-items: center;
justify-content: center;
height: 28px;
width: 28px;
border: 0;
border-radius: 50%;
background: transparent;
color: #64748b;
cursor: pointer;
&:hover {
background: #e2e8f0;
}
mat-icon {
font-size: 18px;
height: 18px;
width: 18px;
}
}
&__body {
max-height: 60vh;
overflow-y: auto;
}
}
@@ -6,9 +6,10 @@
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Component, OnInit, inject } from '@angular/core';
import { Component, OnInit, TemplateRef, ViewChild, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { MatDialog, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
import { MatIconModule } from '@angular/material/icon';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { MatFormFieldModule } from '@angular/material/form-field';
@@ -39,6 +40,7 @@ interface Denom {
CommonModule,
FormsModule,
MatIconModule,
MatDialogModule,
MatSnackBarModule,
MatFormFieldModule,
MatSelectModule,
@@ -48,6 +50,10 @@ interface Denom {
export class CashTransferComponent implements OnInit {
private service = inject(CashierService);
private snackBar = inject(MatSnackBar);
private dialog = inject(MatDialog);
@ViewChild('requestsDialog') requestsDialog!: TemplateRef<unknown>;
private requestsRef: MatDialogRef<unknown> | null = null;
notes: Denom[] = [];
coins: Denom[] = [];
@@ -82,7 +88,34 @@ export class CashTransferComponent implements OnInit {
vaultHasBreakdown = true;
loadingVault = false;
/** The caller's own transfer requests, newest first, so a request can be followed to its approval. */
myRequests: any[] = [];
loadMyRequests(): void {
this.service
.getCashTransferRequests(undefined, true)
.pipe(catchError(() => of([] as any[])))
.subscribe((rows) => (this.myRequests = rows.slice(0, 20)));
}
/** How many of this person's requests are still waiting for a manager. */
get pendingCount(): number {
return this.myRequests.filter((r) => r.status === 'PENDING').length;
}
/** Opens the list of this person's requests, freshly read, so a request can be followed to its approval. */
openRequests(): void {
this.loadMyRequests();
this.requestsRef?.close();
this.requestsRef = this.dialog.open(this.requestsDialog, { width: '720px', maxWidth: '95vw', autoFocus: false });
}
closeRequests(): void {
this.requestsRef?.close();
}
ngOnInit(): void {
this.loadMyRequests();
const d = businessToday();
this.transferDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
this.service.getActiveDenominations().subscribe({
@@ -245,16 +278,11 @@ export class CashTransferComponent implements OnInit {
.filter((d) => this.countFor(d) > 0)
.map((d) => ({ denominationId: d.id, denominationValue: d.value, count: this.countFor(d) }))
};
this.service.createCashTransfer(payload).subscribe({
next: (res: any) => {
if (res?.glWarning) {
this.snackBar.open(`Transfer saved (GL warning: ${res.glWarning})`, 'Close', {
duration: 8000,
panelClass: ['snack-warn']
});
} else {
this.snackBar.open('Cash transfer recorded', 'Close', { duration: 3000 });
}
this.service.createCashTransferRequest(payload).subscribe({
next: () => {
// Nothing has moved yet: a manager approves the allocation first, and only then does the cash leave the vault.
this.snackBar.open('Cash transfer sent for manager approval', 'Close', { duration: 5000 });
this.loadMyRequests();
this.clear();
this.note = '';
this.fromParty = '';
+13
View File
@@ -83,6 +83,13 @@ const routes: Routes = [
),
data: { title: 'My Share Requests', breadcrumb: 'My Share Requests' }
},
{
// The same page as the cashier's, reached from the clerk dashboard: a clerk unpasses vouchers here.
path: 'voucher-correction',
loadComponent: () =>
import('./voucher-correction/voucher-correction.component').then((m) => m.VoucherCorrectionComponent),
data: { title: 'Voucher Correction', breadcrumb: 'Voucher Correction' }
},
{
path: 'closure-requests',
loadComponent: () =>
@@ -291,6 +298,12 @@ const routes: Routes = [
component: ReconciliationComponent,
data: { title: 'Reconciliation', breadcrumb: 'Reconciliation' }
},
{
path: 'voucher-correction',
loadComponent: () =>
import('./voucher-correction/voucher-correction.component').then((m) => m.VoucherCorrectionComponent),
data: { title: 'Voucher Correction', breadcrumb: 'Voucher Correction' }
},
{
path: 'cash-history',
component: CashHistoryComponent,
+15 -2
View File
@@ -47,8 +47,21 @@ export class CashierService {
}
// ── Cash Transfer ──
createCashTransfer(data: any): Observable<any> {
return this.http.post('/cashtransfer', data);
/** Cash leaves the vault only when a different person approves, so the screen raises a request, not a transfer. */
createCashTransferRequest(data: any): Observable<any> {
return this.http.post('/cashtransfer/requests', data);
}
/** Requests by status (comma separated); mine narrows them to the ones the caller raised. */
getCashTransferRequests(status?: string, mine = false): Observable<any[]> {
let params = new HttpParams().set('mine', String(mine));
if (status) params = params.set('status', status);
return this.http.get<any[]>('/cashtransfer/requests', { params });
}
approveCashTransferRequest(id: number): Observable<any> {
return this.http.post(`/cashtransfer/requests/${id}/approve`, {});
}
rejectCashTransferRequest(id: number, reason: string): Observable<any> {
return this.http.post(`/cashtransfer/requests/${id}/reject`, { reason });
}
getCashTransfers(offset = 0, limit = 20): Observable<any> {
const params = new HttpParams().set('offset', offset).set('limit', limit);
@@ -202,6 +202,7 @@
<th class="num">Amount</th>
<th>Payment</th>
<th>Status</th>
<th>Correction</th>
<th>By</th>
<th>Approved By</th>
<th>Time</th>
@@ -231,6 +232,18 @@
<td>
<span [class]="statusClass(r.status)">{{ r.status }}</span>
</td>
<td>
<!-- Where the voucher stands after a correction: unpassed, revoked, closed or corrected. -->
<mifosx-voucher-status
[status]="r.voucherStatus"
[revokedBy]="r.revokedByVoucherNo"
[replaces]="r.replacesVoucherNo"
[note]="r.correctionNote"
></mifosx-voucher-status>
@if (!r.voucherStatus || r.voucherStatus === 'ACTIVE') {
<span class="db-muted">—</span>
}
</td>
<td>{{ r.handledBy ?? '—' }}</td>
<td>
{{ r.approvedBy ?? '—' }}
@@ -256,7 +269,7 @@
—
}
</td>
<td colspan="5"></td>
<td colspan="6"></td>
</tr>
</tfoot>
</table>
@@ -14,6 +14,7 @@ import { Router } from '@angular/router';
import { catchError, of } from 'rxjs';
import { CashierService } from '../cashier.service';
import { businessToday } from 'app/core/utils/business-today';
import { VoucherStatusComponent, VoucherStatus } from '../voucher-status/voucher-status.component';
/**
* Which part of the day's work a row came from. Set by the server, one per source register.
@@ -26,6 +27,11 @@ type DayBookSection = 'CASHIER' | 'CLERK' | 'SYSTEM';
interface DayBookRow {
voucherNo: string | null;
/** Where the voucher stands after a correction: active, revoked, under correction, or corrected. */
voucherStatus?: VoucherStatus;
revokedByVoucherNo?: string | null;
replacesVoucherNo?: string | null;
correctionNote?: string | null;
section: DayBookSection;
side: 'CR' | 'DR';
kind: string;
@@ -58,7 +64,8 @@ interface DayBookRow {
imports: [
CommonModule,
FormsModule,
MatIconModule
MatIconModule,
VoucherStatusComponent
]
})
export class DayBookComponent implements OnInit {
@@ -146,6 +146,7 @@
<th class="num">Amount</th>
<th>My part</th>
<th>Status</th>
<th>Correction</th>
<th>Time</th>
</tr>
</thead>
@@ -203,6 +204,18 @@
{{ statusLabel(r.verificationStatus) }}
</span>
</td>
<td>
<!-- Where the voucher stands after a correction: unpassed, revoked, closed or corrected. -->
<mifosx-voucher-status
[status]="r.voucherStatus"
[revokedBy]="r.revokedByVoucherNo"
[replaces]="r.replacesVoucherNo"
[note]="r.correctionNote"
></mifosx-voucher-status>
@if (!r.voucherStatus || r.voucherStatus === 'ACTIVE') {
<span class="mw-acct">—</span>
}
</td>
<td class="mw-time">{{ r.createdAt | date: 'HH:mm' }}</td>
</tr>
}
+8 -1
View File
@@ -15,6 +15,7 @@ import { catchError, finalize, of } from 'rxjs';
import { CashierService } from '../cashier.service';
import { VoucherDetailDialogComponent } from './voucher-detail-dialog.component';
import { businessToday } from 'app/core/utils/business-today';
import { VoucherStatusComponent, VoucherStatus } from '../voucher-status/voucher-status.component';
/** What the signed-in user's part in a voucher was. */
export type MyRole = 'RAISED' | 'VERIFIED' | 'RAISED_AND_VERIFIED';
@@ -24,6 +25,11 @@ export type VoucherSide = 'CR' | 'DR' | 'JV';
interface MyWorkRow {
voucherNo: string;
/** Where the voucher stands after a correction: active, revoked, under correction, or corrected. */
voucherStatus?: VoucherStatus;
revokedByVoucherNo?: string | null;
replacesVoucherNo?: string | null;
correctionNote?: string | null;
side: VoucherSide | null;
voucherType: string | null;
amount: number | null;
@@ -76,7 +82,8 @@ interface MyWorkReport {
CommonModule,
FormsModule,
MatIconModule,
MatDialogModule
MatDialogModule,
VoucherStatusComponent
]
})
export class MyWorkComponent implements OnInit {
@@ -11,6 +11,7 @@ import { CommonModule } from '@angular/common';
import { MatDialogModule, MatDialogRef, MAT_DIALOG_DATA } from '@angular/material/dialog';
import { MatButtonModule } from '@angular/material/button';
import { MatIconModule } from '@angular/material/icon';
import { VoucherStatusComponent, VoucherStatus } from '../voucher-status/voucher-status.component';
export interface VoucherDetailDialogData {
/** Already-loaded detail from CashierService.voucherDetail() — the caller fetches, this dialog
@@ -18,6 +19,10 @@ export interface VoucherDetailDialogData {
* duplicated inside every dialog that could ever show a voucher. */
detail: {
voucherNo: string;
voucherStatus?: VoucherStatus;
revokedByVoucherNo?: string | null;
replacesVoucherNo?: string | null;
correctionNote?: string | null;
voucherType: string | null;
amount: number | null;
branchName: string | null;
@@ -58,7 +63,8 @@ export interface VoucherDetailDialogData {
CommonModule,
MatDialogModule,
MatButtonModule,
MatIconModule
MatIconModule,
VoucherStatusComponent
],
template: `
<div class="vd-shell">
@@ -66,7 +72,15 @@ export interface VoucherDetailDialogData {
<div class="vd-header__title">
<mat-icon class="vd-icon">receipt_long</mat-icon>
<div>
<h2>{{ detail.voucherNo }}</h2>
<h2>
{{ detail.voucherNo }}
<mifosx-voucher-status
[status]="detail.voucherStatus"
[revokedBy]="detail.revokedByVoucherNo"
[replaces]="detail.replacesVoucherNo"
[note]="detail.correctionNote"
></mifosx-voucher-status>
</h2>
<p>{{ detail.voucherType || 'Voucher' }} &middot; {{ detail.branchName || 'Head Office' }}</p>
</div>
</div>
@@ -117,6 +117,8 @@
<select
class="ws-f__ctl"
[(ngModel)]="row.typ"
[disabled]="isTypLocked(row)"
[title]="isTypLocked(row) ? 'Token withdrawal - TYPE is fixed to Payment' : ''"
(click)="$event.stopPropagation()"
(change)="onTypChange(row)"
>
@@ -127,11 +129,16 @@
</div>
<div class="ws-f ws-f--branch">
<label class="ws-f__lbl" title="Branch">BRANCH</label>
<select class="ws-f__ctl" [(ngModel)]="row.br" (click)="$event.stopPropagation()">
<option [ngValue]="1">001 · Main</option>
<option [ngValue]="2">002 · M.G. Road</option>
<option [ngValue]="14">014 · Station Rd</option>
<option [ngValue]="27">027 · Industrial</option>
<select
class="ws-f__ctl"
[(ngModel)]="row.br"
[disabled]="branches.length <= 1"
[title]="branches.length <= 1 ? 'Your branch' : 'Branch'"
(click)="$event.stopPropagation()"
>
@for (b of branches; track b.id) {
<option [ngValue]="b.id">{{ b.label }}</option>
}
</select>
</div>
@if (row.typ === 'DD') {
@@ -177,13 +184,7 @@
class="ws-f__ctl"
[(ngModel)]="row.acTyp"
(click)="$event.stopPropagation()"
(change)="
row.acTyp === 'GL' &&
row.typ !== 'Disbursement' &&
row.typ !== 'Fund Transfer' &&
row.typ !== 'Enter Bank Transfer' &&
(row.dbCr = 'Cr')
"
(change)="isCreditOnly(row) && (row.dbCr = 'Cr')"
>
@for (a of acTypOptionsFor(row); track a) {
<option [value]="a">{{ a }}</option>
@@ -266,12 +267,7 @@
type="button"
class="ws-seg__btn ws-seg__btn--dr"
[class.ws-seg__btn--active-dr]="row.dbCr === 'Dr'"
[disabled]="
row.acTyp === 'GL' &&
row.typ !== 'Disbursement' &&
row.typ !== 'Fund Transfer' &&
row.typ !== 'Enter Bank Transfer'
"
[disabled]="isCreditOnly(row)"
(click)="row.dbCr = 'Dr'"
>
DR
@@ -280,6 +276,7 @@
type="button"
class="ws-seg__btn ws-seg__btn--cr"
[class.ws-seg__btn--active-cr]="row.dbCr === 'Cr'"
[disabled]="row.typ === 'Withdrawal Slip'"
(click)="row.dbCr = 'Cr'"
>
CR
@@ -711,70 +708,81 @@
<circle cx="12" cy="8" r="4" />
<path d="M4 20c0-4 3.6-7 8-7s8 3 8 7" />
</svg>
Personal Information
{{ isGlAccount ? 'GL Account Information' : 'Personal Information' }}
</div>
<div class="te-panel__body">
<div class="te-field">
<span class="te-label">Branch</span><span class="te-value">{{ officeName }}</span>
@if (isGlAccount) {
<div class="te-panel__body">
@for (f of glInfo; track f.label) {
<div class="te-field">
<span class="te-label">{{ f.label }}</span
><span class="te-value te-value-wrap" [class.te-mono]="f.mono">{{ f.value }}</span>
</div>
}
</div>
<div class="te-field">
<span class="te-label">A/c No.</span
><span class="te-value te-mono">{{ accountDetails.accountNo }}</span>
</div>
<div class="te-field">
<span class="te-label">Name</span><span class="te-value te-value-name">{{ clientName }}</span>
</div>
<div class="te-field">
<span class="te-label">S/D/W/H/O</span><span class="te-value">{{ guardianName }}</span>
</div>
<div class="te-field">
<span class="te-label">Address</span><span class="te-value te-value-wrap">{{ clientAddress }}</span>
</div>
<div class="te-field">
<span class="te-label">Email</span><span class="te-value">{{ clientEmail }}</span>
</div>
<div class="te-field-row">
} @else {
<div class="te-panel__body">
<div class="te-field">
<span class="te-label">Last Txn</span><span class="te-value">{{ lastTransactionDate }}</span>
<span class="te-label">Branch</span><span class="te-value">{{ officeName }}</span>
</div>
<div class="te-field">
<span class="te-label">Type</span
><span class="te-value">{{ accountDetails.depositType?.value ?? selectedRow?.acTyp ?? '—' }}</span>
<span class="te-label">A/c No.</span
><span class="te-value te-mono">{{ accountDetails.accountNo }}</span>
</div>
<div class="te-field">
<span class="te-label">Name</span><span class="te-value te-value-name">{{ clientName }}</span>
</div>
<div class="te-field">
<span class="te-label">S/D/W/H/O</span><span class="te-value">{{ guardianName }}</span>
</div>
<div class="te-field">
<span class="te-label">Address</span><span class="te-value te-value-wrap">{{ clientAddress }}</span>
</div>
<div class="te-field">
<span class="te-label">Email</span><span class="te-value">{{ clientEmail }}</span>
</div>
<div class="te-field-row">
<div class="te-field">
<span class="te-label">Last Txn</span><span class="te-value">{{ lastTransactionDate }}</span>
</div>
<div class="te-field">
<span class="te-label">Type</span
><span class="te-value">{{ accountDetails.depositType?.value ?? selectedRow?.acTyp ?? '—' }}</span>
</div>
</div>
<div class="te-field-row">
<div class="te-field">
<span class="te-label">Opening Dt</span><span class="te-value">{{ openingDate }}</span>
</div>
<div class="te-field">
<span class="te-label">Status</span
><span class="te-value">{{ accountDetails.status?.value ?? '—' }}</span>
</div>
</div>
<div class="te-field">
<span class="te-label">CIF No.</span><span class="te-value te-mono">{{ cifNumber }}</span>
</div>
@if (isNonIndividual) {
<div class="te-field">
<span class="te-label">Constitution</span>
<span class="te-value">{{
nonPersonDetails?.constitution?.name ?? nonPersonDetails?.constitutionType?.name ?? '—'
}}</span>
</div>
<div class="te-field">
<span class="te-label">Incorp. No.</span>
<span class="te-value te-mono">{{
nonPersonDetails?.incorpNo ?? nonPersonDetails?.incorporationNo ?? '—'
}}</span>
</div>
<div class="te-field">
<span class="te-label">Main Business</span>
<span class="te-value">{{
nonPersonDetails?.mainBusinessLine?.name ?? nonPersonDetails?.mainBusinessLineType?.name ?? '—'
}}</span>
</div>
}
</div>
<div class="te-field-row">
<div class="te-field">
<span class="te-label">Opening Dt</span><span class="te-value">{{ openingDate }}</span>
</div>
<div class="te-field">
<span class="te-label">Status</span
><span class="te-value">{{ accountDetails.status?.value ?? '—' }}</span>
</div>
</div>
<div class="te-field">
<span class="te-label">CIF No.</span><span class="te-value te-mono">{{ cifNumber }}</span>
</div>
@if (isNonIndividual) {
<div class="te-field">
<span class="te-label">Constitution</span>
<span class="te-value">{{
nonPersonDetails?.constitution?.name ?? nonPersonDetails?.constitutionType?.name ?? '—'
}}</span>
</div>
<div class="te-field">
<span class="te-label">Incorp. No.</span>
<span class="te-value te-mono">{{
nonPersonDetails?.incorpNo ?? nonPersonDetails?.incorporationNo ?? '—'
}}</span>
</div>
<div class="te-field">
<span class="te-label">Main Business</span>
<span class="te-value">{{
nonPersonDetails?.mainBusinessLine?.name ?? nonPersonDetails?.mainBusinessLineType?.name ?? '—'
}}</span>
</div>
}
</div>
}
</div>
<!-- Joint Holders + Nominees -->
@@ -929,76 +937,78 @@
<!-- Other Info + KYC + Account Balances -->
<div class="te-panel">
<div class="te-panel__header">
<svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
<rect x="3" y="4" width="18" height="18" rx="2" />
<line x1="16" y1="2" x2="16" y2="6" />
<line x1="8" y1="2" x2="8" y2="6" />
<line x1="3" y1="10" x2="21" y2="10" />
</svg>
Other Information
</div>
<div class="te-panel__body">
<div class="te-field">
<span class="te-label">Phone No.</span><span class="te-value">{{ clientPhone }}</span>
@if (!isGlAccount) {
<div class="te-panel__header">
<svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
<rect x="3" y="4" width="18" height="18" rx="2" />
<line x1="16" y1="2" x2="16" y2="6" />
<line x1="8" y1="2" x2="8" y2="6" />
<line x1="3" y1="10" x2="21" y2="10" />
</svg>
Other Information
</div>
<div class="te-field">
<span class="te-label">Client ID</span
><span class="te-value te-mono">{{ accountDetails.clientId }}</span>
</div>
<div class="te-field">
<span class="te-label">PAN</span><span class="te-value te-mono">{{ panNumber }}</span>
</div>
<div class="te-field">
<span class="te-label">KYC Status</span>
<span class="te-value" [style.color]="kycDetails?.kycStatus === 300 ? '#059669' : '#f59e0b'">{{
kycStatus
}}</span>
</div>
<div class="te-field">
<span class="te-label">CKYC No.</span><span class="te-value te-mono">{{ ckycNumber }}</span>
</div>
<div class="te-field">
<span class="te-label">Aadhaar</span><span class="te-value te-mono">{{ aadhaarNumber }}</span>
</div>
<div class="te-field">
<span class="te-label">Product</span>
<span class="te-value">{{
accountDetails.savingsProductName ||
accountDetails.depositProductName ||
accountDetails.productName ||
'—'
}}</span>
</div>
@if (selectedRow?.acTyp === 'SHR') {
<div class="te-panel__body">
<div class="te-field">
<span class="te-label">No. of Shares Held</span
><span class="te-value te-mono">{{ accountDetails.summary?.totalApprovedShares ?? 0 }}</span>
<span class="te-label">Phone No.</span><span class="te-value">{{ clientPhone }}</span>
</div>
<div class="te-field">
<span class="te-label">Market Price / Share</span
><span class="te-value te-mono"
>{{ currencySymbol }}{{ accountDetails.currentMarketPrice | number: '1.2-2' }}</span
>
<span class="te-label">Client ID</span
><span class="te-value te-mono">{{ accountDetails.clientId }}</span>
</div>
<div class="te-field">
<span class="te-label">Resolution No.</span
><span class="te-value te-mono">{{ accountDetails.resolutionNumber || '—' }}</span>
<span class="te-label">PAN</span><span class="te-value te-mono">{{ panNumber }}</span>
</div>
<div class="te-field">
<span class="te-label">Linked Savings A/C No.</span
><span class="te-value te-mono">{{ accountDetails.savingsAccountNumber || '—' }}</span>
<span class="te-label">KYC Status</span>
<span class="te-value" [style.color]="kycDetails?.kycStatus === 300 ? '#059669' : '#f59e0b'">{{
kycStatus
}}</span>
</div>
@if (accountDetails.linkedLoanAccountNo) {
<div class="te-field">
<span class="te-label">CKYC No.</span><span class="te-value te-mono">{{ ckycNumber }}</span>
</div>
<div class="te-field">
<span class="te-label">Aadhaar</span><span class="te-value te-mono">{{ aadhaarNumber }}</span>
</div>
<div class="te-field">
<span class="te-label">Product</span>
<span class="te-value">{{
accountDetails.savingsProductName ||
accountDetails.depositProductName ||
accountDetails.productName ||
'—'
}}</span>
</div>
@if (selectedRow?.acTyp === 'SHR') {
<div class="te-field">
<span class="te-label">Linked Loan A/C No.</span
><span class="te-value te-mono">{{ accountDetails.linkedLoanAccountNo }}</span>
<span class="te-label">No. of Shares Held</span
><span class="te-value te-mono">{{ accountDetails.summary?.totalApprovedShares ?? 0 }}</span>
</div>
<div class="te-field">
<span class="te-label">Market Price / Share</span
><span class="te-value te-mono"
>{{ currencySymbol }}{{ accountDetails.currentMarketPrice | number: '1.2-2' }}</span
>
</div>
<div class="te-field">
<span class="te-label">Resolution No.</span
><span class="te-value te-mono">{{ accountDetails.resolutionNumber || '—' }}</span>
</div>
<div class="te-field">
<span class="te-label">Linked Savings A/C No.</span
><span class="te-value te-mono">{{ accountDetails.savingsAccountNumber || '—' }}</span>
</div>
@if (accountDetails.linkedLoanAccountNo) {
<div class="te-field">
<span class="te-label">Linked Loan A/C No.</span
><span class="te-value te-mono">{{ accountDetails.linkedLoanAccountNo }}</span>
</div>
}
}
}
</div>
</div>
}
<div class="te-panel__header te-panel__header--mt">
<div class="te-panel__header" [class.te-panel__header--mt]="!isGlAccount">
<svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
<line x1="12" y1="1" x2="12" y2="23" />
<path d="M17 5H9.5a3.5 3.5 0 0 0 0 7h5a3.5 3.5 0 0 1 0 7H6" />
@@ -1567,6 +1577,8 @@
<select
class="ws-f__ctl"
[(ngModel)]="row.typ"
[disabled]="isTypLocked(row)"
[title]="isTypLocked(row) ? 'Token withdrawal - TYPE is fixed to Payment' : ''"
(click)="$event.stopPropagation()"
(change)="onTypChange(row)"
>
@@ -1577,11 +1589,16 @@
</div>
<div class="ws-f ws-f--branch">
<label class="ws-f__lbl">BRANCH</label>
<select class="ws-f__ctl" [(ngModel)]="row.br" (click)="$event.stopPropagation()">
<option [ngValue]="1">001 · Main</option>
<option [ngValue]="2">002 · M.G. Road</option>
<option [ngValue]="14">014 · Station Rd</option>
<option [ngValue]="27">027 · Industrial</option>
<select
class="ws-f__ctl"
[(ngModel)]="row.br"
[disabled]="branches.length <= 1"
[title]="branches.length <= 1 ? 'Your branch' : 'Branch'"
(click)="$event.stopPropagation()"
>
@for (b of branches; track b.id) {
<option [ngValue]="b.id">{{ b.label }}</option>
}
</select>
</div>
@if (row.typ === 'DD') {
@@ -1627,13 +1644,7 @@
class="ws-f__ctl"
[(ngModel)]="row.acTyp"
(click)="$event.stopPropagation()"
(change)="
row.acTyp === 'GL' &&
row.typ !== 'Disbursement' &&
row.typ !== 'Fund Transfer' &&
row.typ !== 'Enter Bank Transfer' &&
(row.dbCr = 'Cr')
"
(change)="isCreditOnly(row) && (row.dbCr = 'Cr')"
>
@for (a of acTypOptionsFor(row); track a) {
<option [value]="a">{{ a }}</option>
@@ -1704,12 +1715,7 @@
type="button"
class="ws-seg__btn ws-seg__btn--dr"
[class.ws-seg__btn--active-dr]="row.dbCr === 'Dr'"
[disabled]="
row.acTyp === 'GL' &&
row.typ !== 'Disbursement' &&
row.typ !== 'Fund Transfer' &&
row.typ !== 'Enter Bank Transfer'
"
[disabled]="isCreditOnly(row)"
(click)="$event.stopPropagation(); row.dbCr = 'Dr'"
>
DR
@@ -1718,6 +1724,7 @@
type="button"
class="ws-seg__btn ws-seg__btn--cr"
[class.ws-seg__btn--active-cr]="row.dbCr === 'Cr'"
[disabled]="row.typ === 'Withdrawal Slip'"
(click)="$event.stopPropagation(); row.dbCr = 'Cr'"
>
CR
@@ -2043,7 +2050,13 @@
<button class="ws-btn ws-btn--ghost" type="button" (click)="onSearch()">Search</button>
<button class="ws-btn ws-btn--mode" type="button">Change Tr.Mode</button>
@if (isClerk) {
<button class="ws-btn ws-btn--add" type="button" (click)="addRow()" title="Add another transaction row">
<button
class="ws-btn ws-btn--add"
type="button"
[disabled]="selectedRow?.typ === 'Withdrawal Slip'"
(click)="addRow()"
title="Add another transaction row"
>
<svg width="12" height="12" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2.5">
<line x1="12" y1="5" x2="12" y2="19" />
<line x1="5" y1="12" x2="19" y2="12" />
@@ -1658,6 +1658,8 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
// Full account + client data
accountDetails: any = null;
/** Parent (header) GL of the selected GL account, shown in the GL Account Information panel. */
glParent: { glCode?: string; name?: string } | null = null;
clientDetails: any = null;
kycDetails: any = null;
nominees: any[] = [];
@@ -1685,10 +1687,12 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
private searchToken = 0;
private lastLoadedAcNo = '';
private acNoInput$ = new Subject<{ row: TxnRow; index: number; value: string }>();
/** How many characters of the A/C NO. start the automatic account search. */
private static readonly AC_NO_AUTO_SEARCH_MIN_LENGTH = 6;
cashVaultGlId: number | null = null;
/** The Cash Vault GL account's own code and name — the denomination breakdown for a manual GL
* entry has to be filed against THIS account, not whichever account the teller typed in, since
* that account is never the one physical notes actually moved through (see submitGlJournalEntry).
* that account is never the one physical notes actually moved through.
* Both resolved dynamically off whatever this tenant's own financial-activity mapping names as
* its cash/vault account (see loadCashVaultGl) — never a literal account name or code. */
cashVaultGlCode: string | null = null;
@@ -1873,6 +1877,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
ngOnInit(): void {
const d = businessToday();
this.today = `${String(d.getDate()).padStart(2, '0')}/${String(d.getMonth() + 1).padStart(2, '0')}/${d.getFullYear()}`;
this.loadBranches();
this.addRow();
this.loadDenominations();
this.loadOpeningPosition();
@@ -1903,7 +1908,8 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
distinctUntilChanged((a, b) => a.value === b.value && a.row === b.row)
)
.subscribe(({ row, index, value }) => {
if (value.trim().length >= 4) {
// Searches on its own once six characters are typed, for clerk and cashier alike.
if (value.trim().length >= TransactionEntryComponent.AC_NO_AUTO_SEARCH_MIN_LENGTH) {
this.selectedRow = row;
this.loadAccountDetails(value.trim(), row.acTyp);
}
@@ -2304,7 +2310,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
// anyway, just without the extra click to get there.
const row: TxnRow = {
typ: this.isClerk ? 'Withdrawal Slip' : 'Receipt',
br: 1,
br: this.defaultBranchId,
trTp: '',
acTyp: 'SD',
acNo: '',
@@ -2323,8 +2329,54 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
this.rows.push(row);
}
/**
* A GL row is credit-only (money received into the account) except on the transfer types, which pick
* either side, and on a Withdrawal Slip, which is always a debit: the GL is debited and the cash
* vault credited when cash is paid out against it (a clerk's request, approved, then paid by the cashier).
*/
isGlCreditOnly(row: TxnRow): boolean {
return (
row.acTyp === 'GL' &&
row.typ !== 'Disbursement' &&
row.typ !== 'Fund Transfer' &&
row.typ !== 'Enter Bank Transfer' &&
row.typ !== 'Withdrawal Slip'
);
}
/**
* A Fixed Deposit row is credit-only on both the clerk and the cashier screens: an FD is funded once, with
* exactly its principal, and money leaves it only through its maturity or premature closure. The one
* exception is the clerk's own "Close this account" flow, which raises a closure request.
*/
isFdCreditOnly(row: TxnRow): boolean {
return row.acTyp === 'FD' && !this.pendingClosure;
}
/** DR is not offered for this row (see isGlCreditOnly and isFdCreditOnly). */
isCreditOnly(row: TxnRow): boolean {
return this.isGlCreditOnly(row) || this.isFdCreditOnly(row);
}
/** Called when the TYPE dropdown changes — sets sensible defaults for TXN TP and DR/CR */
/**
* A cashier row that was filled from an approved token (withdrawal / account-closure) is cash
* leaving the branch to the member, so its TYPE is fixed to Payment and cannot be changed.
* Never true for the clerk screen or for rows keyed in by hand.
*/
isTypLocked(row: TxnRow): boolean {
return (
!this.isClerk &&
!!row.tokNo?.trim() &&
!!(this.activeWithdrawalRequest || this.activeDividendClaimRequest || this.activeClosureRequest)
);
}
onTypChange(row: TxnRow): void {
if (this.isTypLocked(row)) {
row.typ = 'Payment';
return;
}
switch (row.typ) {
case 'Withdrawal Slip':
row.dbCr = 'Dr';
@@ -2440,7 +2492,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
* such ambiguity — the account itself says what it's for.
*/
showsEntryType(row: TxnRow): boolean {
return row.acTyp === 'GL' && row.dbCr === 'Cr';
return row.acTyp === 'GL';
}
/**
@@ -2618,14 +2670,47 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return !!this.selectedRow && Math.abs(this.denominationTotal - this.ddTargetTotal) < 0.005;
}
/**
* The branches an entry can be posted against: the real offices of this installation. Read from the offices
* themselves rather than from a fixed list, so a branch that is added or renamed shows up here without a code change.
*/
branches: { id: number; label: string }[] = [];
private loadBranches(): void {
const own = this.authService.getCredentials();
const ownBranch = own?.officeId
? [{ id: own.officeId, label: this.branchLabel(own.officeId, own.officeName) }]
: [];
// The office list is only asked for by a login allowed to read it. A cashier or clerk is not, and asking anyway
// makes the server refuse and the screen raise an "Unauthorized Request" popup; such a login works in its own
// office, which is the one branch it is offered.
const permissions = own?.permissions ?? [];
const mayReadOffices = permissions.includes('ALL_FUNCTIONS') || permissions.includes('READ_OFFICE');
if (!mayReadOffices) {
this.branches = ownBranch;
return;
}
this.http
.get('/offices')
.pipe(catchError(() => of([])))
.subscribe((list: any) => {
const offices: any[] = Array.isArray(list) ? list : [];
this.branches =
offices.length > 0 ? offices.map((o) => ({ id: o.id, label: this.branchLabel(o.id, o.name) })) : ownBranch;
});
}
private branchLabel(id: number, name: string | null | undefined): string {
return `${String(id).padStart(3, '0')} · ${name ?? 'Branch ' + id}`;
}
/** The office the signed-in user works in, which a new entry is posted against unless they pick another. */
get defaultBranchId(): number {
return this.authService.getCredentials()?.officeId ?? 1;
}
branchNameFor(branchId: number): string {
const map: Record<number, string> = {
1: '001 · Main',
2: '002 · M.G. Road',
14: '014 · Station Rd',
27: '027 · Industrial'
};
return map[branchId] || `Branch ${branchId}`;
return this.branches.find((b) => b.id === branchId)?.label ?? `Branch ${branchId}`;
}
/**
@@ -3918,7 +4003,8 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
SAVINGS: 'SD',
CURRENT: 'CA',
FIXED_DEPOSIT: 'FD',
RECURRING_DEPOSIT: 'RD'
RECURRING_DEPOSIT: 'RD',
GL: 'GL'
};
openCustomerSearch(): void {
@@ -4243,6 +4329,17 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
}
this.accountDetails = acc;
this.jointHolders = acc.jointHolders ?? [];
// GL only: look up the parent (header) GL's name. Never runs for any other account type.
this.glParent = null;
if (acTyp?.toUpperCase() === 'GL' && acc.parentId) {
this.http
.get<any>(`/glaccounts/${acc.parentId}`)
.pipe(catchError(() => of(null)))
.subscribe((p: any) => {
if (token !== this.searchToken) return;
this.glParent = p ? { glCode: p.glCode, name: p.name } : null;
});
}
// Cash Hold / Clearing Hold breakdown only exists for plain savings accounts (m_savings_account)
// — FD/RD/Current/Share/GL have no such row, so there's nothing to ask for.
if (acTyp?.toUpperCase() === 'SD' && acc.id) {
@@ -4813,6 +4910,40 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return this.accountDetails?.officeName ?? this.clientDetails?.officeName ?? '—';
}
/** True when the loaded account is a General Ledger account (/glaccounts), which has no client behind it. */
get isGlAccount(): boolean {
return !!this.accountDetails?.glCode && this.selectedRow?.acTyp === 'GL';
}
/** The GL account's own details, shown in place of the client panels. */
get glInfo(): { label: string; value: string; mono?: boolean }[] {
const gl = this.accountDetails;
if (!gl) return [];
const type = gl.type?.value ?? '—';
const nature = [
'ASSET',
'EXPENSE'
].includes(String(type).toUpperCase()) ? 'Debit' : 'Credit';
return [
{ label: 'GL Code', value: gl.glCode ?? '—', mono: true },
{ label: 'GL Name', value: gl.name ?? '—' },
{ label: 'Account Type', value: type },
{ label: 'Usage', value: gl.usage?.value ?? '—' },
{ label: 'Normal Balance', value: nature },
{
label: 'Parent GL',
value: this.glParent?.name
? `${this.glParent.glCode ? this.glParent.glCode.trim() + ' - ' : ''}${this.glParent.name.trim()}`
: gl.parentId != null
? `ID ${gl.parentId}`
: '—'
},
{ label: 'Manual Entries', value: gl.manualEntriesAllowed ? 'Allowed' : 'Not allowed' },
{ label: 'Status', value: gl.disabled ? 'Disabled' : 'Enabled' },
{ label: 'Description', value: gl.description || '—' }
];
}
get openingDate(): string {
const raw =
this.accountDetails?.timeline?.submittedOnDate ??
@@ -5155,6 +5286,20 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
}
onSave(): void {
// Money never leaves a Fixed Deposit from this screen, clerk or cashier: no withdrawal slip, payment,
// collection or transfer debits an FD. It is paid out only through its maturity or premature closure
// (the clerk's "Close this account" flow). The DR button is already disabled for FD rows (isFdCreditOnly);
// this also catches a row set to DR by its TYPE, such as a Withdrawal Slip.
const fdDebitRows = this.rows.filter((r) => this.isFdCreditOnly(r) && r.dbCr === 'Dr');
if (fdDebitRows.length > 0) {
this.showAlert('error', 'Fixed Deposit Cannot Be Debited', [
`FD account(s) ${fdDebitRows.map((r) => r.acNo).join(', ')} cannot be debited or withdrawn from.`,
'Money leaves a Fixed Deposit only through its maturity or premature closure.',
'An FD can only be credited — once, with exactly its principal.'
]);
return;
}
// Demand drafts commit here like everything else on the worksheet. Checked first because a DD
// row shares its shape with the ordinary entries below — without this it would fall through and
// post as a plain transaction, with the draft never raised and the charges silently dropped.
@@ -5232,7 +5377,9 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return;
}
// Bank transfer: only savings (SD) or current (CA/CB) accounts allowed
// Bank transfer: savings (SD) or current (CA/CB) accounts on either side, plus a Fixed Deposit (FD) on
// the CR side only -- funding it from the customer's own account. The server checks the funding rules
// (first and only funding, exactly the principal, the source account's owner and available balance).
const allowedTypes = new Set([
'SD',
'CA',
@@ -5240,13 +5387,13 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
]);
const invalidAccounts = [
...drRows,
...crRows
...crRows.filter((r) => r.acTyp !== 'FD')
].filter((r) => !allowedTypes.has(r.acTyp));
if (invalidAccounts.length > 0) {
this.showAlert('error', 'Invalid Account Type', [
`Account type(s) not allowed in Bank Transfer: ${invalidAccounts.map((r) => r.acTyp + ' (' + r.acNo + ')').join(', ')}`,
'Only Savings (SD) and Current (CA) accounts are permitted.',
'GL, FD and SHR accounts are not allowed — use Disbursement/Collection instead.',
'Debit side: only Savings (SD) and Current (CA) accounts. Credit side: SD, CA or a Fixed Deposit (FD).',
'GL and SHR accounts are not allowed — use Disbursement/Collection instead.',
'RD installments are paid through a cashier Receipt or Auto Debit.'
]);
return;
@@ -5847,10 +5994,14 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return;
}
// GL withdrawal → direct journal entry (no maker-checker)
// GL deposit → falls through to maker-checker block below
if (row.acTyp === 'GL' && !isDeposit) {
this.submitGlJournalEntry(row, amount, isDeposit);
// A GL withdrawal slip is raised by the clerk and paid by the cashier against its token, exactly like a
// savings withdrawal (the clerk branch and the token branch below). Nothing posts from this screen directly:
// manual journal entries are switched off on the server.
if (row.acTyp === 'GL' && !isDeposit && !this.clerkMode && !this.activeWithdrawalRequest) {
this.showAlert('error', 'GL Withdrawal', [
'A GL withdrawal is raised by a clerk and paid by the cashier against its token.',
'Enter the token number of the approved request to pay it.'
]);
return;
}
@@ -6223,17 +6374,34 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
const txnDateIso = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
const selectedPt = this.paymentTypes.find((p: any) => p.id === row.paymentTypeId);
const isGl = row.acTyp === 'GL';
// The Entry Type picked for a GL slip has no column of its own on the request, so it rides on the narration.
const entryTypeName = isGl ? this.entryTypeOptions.find((e) => e.id === row.entryTypeCvId)?.name : undefined;
const description = [
row.description,
entryTypeName ? `[Entry Type: ${entryTypeName}]` : ''
]
.filter(Boolean)
.join(' ');
return {
accountNo: this.accountDetails.accountNo,
accountNo: isGl ? (this.accountDetails.glCode ?? this.accountDetails.name) : this.accountDetails.accountNo,
accountType: this.creditEntryAccountType(row.acTyp),
savingsAccountId: this.accountDetails.id,
clientId: this.accountDetails.clientId ?? this.clientDetails?.id ?? null,
clientName: this.clientDetails?.displayName ?? this.accountDetails?.clientName ?? null,
savingsAccountId: isGl ? null : this.accountDetails.id,
// GL-specific fields: the GL being paid out of and the cash GL it is paid from (null for other types)
glAccountId: isGl ? this.accountDetails.id : null,
contraGlId: isGl ? this.cashVaultGlId : null,
officeId: isGl ? row.br || 1 : null,
currencyCode: isGl ? (this.accountDetails?.currency?.code ?? 'INR') : null,
clientId: isGl ? null : (this.accountDetails.clientId ?? this.clientDetails?.id ?? null),
clientName: isGl
? (this.accountDetails?.name ?? null)
: (this.clientDetails?.displayName ?? this.accountDetails?.clientName ?? null),
amount,
txnDate: txnDateIso,
paymentTypeId: row.paymentTypeId || null,
paymentTypeName: selectedPt?.name ?? 'Cash',
description: row.description || null,
description: description || null,
chequeNo: row.chequeNo || null,
bankName: row.bankName || null,
tokNo: row.tokNo?.trim() || null,
@@ -6425,106 +6593,6 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
this.addRow();
}
private submitGlJournalEntry(row: TxnRow, amount: number, isDeposit: boolean): void {
if (!this.cashVaultGlId) {
this.showAlert('error', 'Cash Vault GL Not Configured', [
'Financial Activity Account (CASH_AT_TELLER) is not configured.',
'Please configure it in System → Financial Activity Accounts.'
]);
this.saving = false;
return;
}
const today = businessToday();
const txnDate = `${String(today.getDate()).padStart(2, '0')}/${String(today.getMonth() + 1).padStart(2, '0')}/${today.getFullYear()}`;
const txnDateIso = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
const selectedGlId = this.accountDetails.id;
const contraGlId = this.cashVaultGlId;
// isDeposit (CR button) = cashier receives cash → credit selected GL, debit contra (cash vault)
// isWithdrawal (DR button) = cashier pays out cash → debit selected GL, credit contra (cash vault)
const credits = isDeposit ? [{ glAccountId: selectedGlId, amount }] : [{ glAccountId: contraGlId, amount }];
const debits = isDeposit ? [{ glAccountId: contraGlId, amount }] : [{ glAccountId: selectedGlId, amount }];
const payload: any = {
officeId: row.br || 1,
transactionDate: txnDate,
dateFormat: 'dd/MM/yyyy',
locale: 'en',
currencyCode: this.accountDetails?.currency?.code ?? 'INR',
comments: row.description || null,
credits,
debits,
paymentTypeId: row.paymentTypeId
};
// Check if cash payment so we can record denomination after journal entry
const selectedPt = this.paymentTypes.find((p: any) => p.id === row.paymentTypeId);
const isCashPayment = !!selectedPt?.isCashPayment;
this.saving = true;
this.http
.post('/journalentries', payload)
.pipe(
catchError((err: any) => {
const msg =
err?.error?.errors?.[0]?.defaultUserMessage ??
err?.error?.developerMessage ??
'Journal entry failed. Please try again.';
this.showAlert('error', 'Transaction Failed', [msg]);
this.saving = false;
return of(null);
})
)
.subscribe((res: any) => {
this.saving = false;
if (res) {
// Record denomination so cashier position stays accurate
// Same condition as savings: cash + denom entered + denom matches posted amount
if (isCashPayment && this.denominationTotal > 0 && this.denominationTotal === amount) {
const denomBreakdown = [
...this.notes,
...this.coins
]
.filter((d) => this.countFor(d) > 0)
.map((d) => ({
denominationId: d.id,
denominationValue: d.value,
kind: d.kind,
count: this.countFor(d),
subtotal: this.subtotalFor(d)
}));
// Filed against the Cash Vault GL, not the account the teller selected on screen: that
// selected account (e.g. Sundry Creditors) is the other leg of the journal entry, and
// never the one whose physical notes actually changed hands. Tagging the breakdown to it
// instead of the vault is why this cash never reached the cashier/vault position.
this.http
.post('/cashier/gl-denomination', {
txnId: res.transactionId ?? res.resourceId,
accountNo: this.cashVaultGlCode ?? row.acNo,
accountName: this.cashVaultGlName ?? 'Cash at Vault',
txnType: isDeposit ? 'DEPOSIT' : 'WITHDRAWAL',
txnDate: txnDateIso,
paymentTypeName: selectedPt?.name ?? 'Cash',
denominationBreakdown: denomBreakdown
})
.pipe(catchError(() => of(null)))
.subscribe();
}
const ref = res.transactionId ?? res.resourceId ?? 'N/A';
this.showAlert('success', 'GL Transaction Posted', [
`Journal entry of ₹${amount.toLocaleString('en-IN', { minimumFractionDigits: 2 })} posted successfully.`,
`Transaction ID: ${ref}`
]);
this.clearDenominations();
this.loadOpeningPosition();
this.loadAccountDetails(row.acNo.trim(), row.acTyp);
}
});
}
onSearch(): void {
if (this.selectedRow?.acNo.trim()) {
this.loadAccountDetails(this.selectedRow.acNo.trim(), this.selectedRow.acTyp);
@@ -0,0 +1,170 @@
<!--
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="cv-tab-content vca-tab">
<!-- ── TITLE BAR ── -->
<div class="vca-action-bar">
<div class="vca-action-bar__left">
<mat-icon class="vca-action-bar__icon">undo</mat-icon>
<div>
<div class="vca-action-bar__title">Voucher Corrections</div>
<div class="vca-action-bar__sub">
Approve or reject a voucher unpass, and the correction entry that follows it. Only the correction approval
moves money.
</div>
</div>
</div>
<div class="vca-counts">
<span class="vca-count"
><strong>{{ unpassCount }}</strong> unpass</span
>
<span class="vca-count"
><strong>{{ correctionCount }}</strong> correction</span
>
</div>
</div>
<!-- ── FILTER BAR ── -->
<div class="vca-filter-bar">
<div class="vca-search-box">
<mat-icon>search</mat-icon>
<input type="text" placeholder="Search by voucher, account, customer or user" [(ngModel)]="searchTerm" />
@if (searchTerm) {
<button type="button" class="vca-search-box__clear" (click)="searchTerm = ''">
<mat-icon>close</mat-icon>
</button>
}
</div>
<span class="vca-fb-sep"></span>
<select class="vca-filter-select" [(ngModel)]="kindFilter">
@for (opt of kindOptions; track opt.value) {
<option [value]="opt.value">{{ opt.label }}</option>
}
</select>
<button type="button" class="vca-btn vca-btn--refresh" (click)="load()" [disabled]="loading">
<mat-icon>refresh</mat-icon>
</button>
</div>
<!-- ── TABLE ── -->
@if (loading && !loaded) {
<div class="vca-empty"><p class="vca-empty__title">Loading…</p></div>
} @else if (rows.length === 0) {
<div class="vca-empty">
<mat-icon class="vca-empty__icon">inbox</mat-icon>
<p class="vca-empty__title">No voucher correction waiting</p>
<p class="vca-empty__text">There is no unpass request or correction entry waiting for review.</p>
</div>
} @else {
<div class="vca-table-wrap">
<table class="vca-table">
<thead>
<tr>
<th>Voucher No</th>
<th>Request</th>
<th>Posted To (Wrong)</th>
<th>Correct Account</th>
<th class="num">Amount</th>
<th>Reason</th>
<th>Raised By</th>
<th>Raised At</th>
<th class="vca-th-action">Action</th>
</tr>
</thead>
<tbody>
@for (r of rows; track r.request.id) {
<tr class="vca-row">
<td class="vca-mono vca-voucher">{{ r.request.original_voucher_no }}</td>
<td>
<span class="vca-kind" [class]="'vca-kind vca-kind--' + r.kind">{{ kindLabel(r.kind) }}</span>
</td>
<td>
<div class="vca-mono">{{ r.request.wrong_account_no }}</div>
<div class="vca-sub">{{ r.request.wrong_client_name || '—' }}</div>
</td>
<td>
@if (r.kind === 'correction') {
<div class="vca-mono vca-strong">{{ r.request.correct_account_no }}</div>
<div class="vca-sub">{{ r.request.correct_client_name || '—' }}</div>
} @else {
<span class="vca-none">—</span>
}
</td>
<td class="num vca-amount">₹{{ r.request.amount | number: '1.2-2' }}</td>
<td class="vca-reason" [title]="r.request.reason || ''">{{ r.request.reason || '—' }}</td>
<td>{{ r.raisedBy || '—' }}</td>
<td class="vca-dt">{{ formatDateTime(r.raisedAt) }}</td>
<td class="vca-action-cell">
<button
type="button"
class="vca-btn vca-btn--reject"
[disabled]="busyId === r.request.id"
(click)="startReject(r)"
>
<mat-icon>close</mat-icon> Reject
</button>
<button
type="button"
class="vca-btn vca-btn--approve"
[disabled]="busyId === r.request.id"
(click)="approve(r)"
>
<mat-icon>check</mat-icon>
{{ r.kind === 'unpass' ? 'Approve unpass' : 'Approve correction' }}
</button>
</td>
</tr>
}
</tbody>
</table>
</div>
}
</div>
<!-- ─── Popup: reject with a reason ───────────────────────────────────────── -->
<ng-template #rejectDialog>
@if (rejecting) {
<div class="vca-dlg">
<header class="vca-dlg__head">
<mat-icon class="vca-dlg__ico">block</mat-icon>
<div class="vca-dlg__titles">
<div class="vca-dlg__title">
Reject {{ rejecting.kind === 'unpass' ? 'unpass request' : 'correction entry' }}
</div>
<div class="vca-dlg__sub vca-mono">{{ rejecting.request.original_voucher_no }}</div>
</div>
<button type="button" class="vca-dlg__x" aria-label="Close" (click)="cancelReject()">
<mat-icon>close</mat-icon>
</button>
</header>
<div class="vca-dlg__body">
<label class="vca-label" for="vca-reason">Reason (required)</label>
<textarea
id="vca-reason"
rows="3"
placeholder="Why is this being rejected?"
[(ngModel)]="rejectReason"
></textarea>
</div>
<footer class="vca-dlg__foot">
<button type="button" class="vca-btn vca-btn--ghost" (click)="cancelReject()">Cancel</button>
<button
type="button"
class="vca-btn vca-btn--reject-solid"
[disabled]="!rejectReason.trim() || busyId === rejecting.request.id"
(click)="confirmReject()"
>
Confirm reject
</button>
</footer>
</div>
}
</ng-template>
@@ -0,0 +1,485 @@
/**
* 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/.
*/
// Laid out like the other approval tabs (Withdrawal Requests): title bar, filter bar, one table.
:host {
display: block;
}
.vca-tab {
padding: 0;
}
.vca-action-bar {
display: flex;
align-items: center;
justify-content: space-between;
gap: 16px;
padding: 10px 16px;
background: #fff;
border-bottom: 1px solid #e2e8f0;
&__left {
display: flex;
align-items: center;
gap: 12px;
}
&__icon {
font-size: 22px;
width: 22px;
height: 22px;
color: #0f4f3c;
}
&__title {
font-size: 13px;
font-weight: 700;
color: #0d1b2a;
}
&__sub {
max-width: 640px;
margin-top: 1px;
font-size: 11px;
color: #64748b;
}
}
.vca-counts {
display: flex;
gap: 8px;
}
.vca-count {
padding: 2px 10px;
border-radius: 999px;
background: #f1f5f9;
font-size: 11px;
color: #475569;
strong {
color: #0f4f3c;
}
}
.vca-filter-bar {
display: flex;
align-items: center;
gap: 6px;
flex-wrap: wrap;
padding: 6px 16px;
background: #f8fafc;
border-bottom: 1px solid #e2e8f0;
}
.vca-fb-sep {
flex-shrink: 0;
width: 1px;
height: 22px;
margin: 0 4px;
background: #e2e8f0;
}
.vca-search-box {
display: inline-flex;
align-items: center;
gap: 6px;
height: 30px;
min-width: 240px;
padding: 0 10px;
border: 1px solid #e2e8f0;
border-radius: 8px;
background: #fff;
mat-icon {
flex-shrink: 0;
font-size: 17px;
width: 17px;
height: 17px;
color: #94a3b8;
}
&:hover {
border-color: #cbd5e1;
}
&:focus-within {
border-color: #0f4f3c;
box-shadow: 0 0 0 3px rgb(15 79 60 / 8%);
}
input {
flex: 1;
border: none;
outline: none;
background: transparent;
font-family: inherit;
font-size: 12px;
color: #0d1b2a;
&::placeholder {
color: #94a3b8;
}
}
&__clear {
display: inline-flex;
align-items: center;
justify-content: center;
flex-shrink: 0;
width: 20px;
height: 20px;
padding: 0;
border: none;
border-radius: 50%;
background: none;
color: #94a3b8;
cursor: pointer;
mat-icon {
font-size: 15px;
width: 15px;
height: 15px;
color: inherit;
}
&:hover {
color: #dc2626;
background: #fef2f2;
}
}
}
.vca-filter-select {
height: 30px;
min-width: 140px;
padding: 0 10px;
border: 1px solid #e2e8f0;
border-radius: 7px;
background: #fff;
font-family: inherit;
font-size: 12px;
color: #0d1b2a;
cursor: pointer;
&:focus {
outline: none;
border-color: #0f4f3c;
}
}
// ── Buttons ─────────────────────────────────────────────────────────────────
.vca-btn {
display: inline-flex;
align-items: center;
gap: 4px;
height: 26px;
padding: 0 10px;
border: 1px solid transparent;
border-radius: 7px;
font-family: inherit;
font-size: 11px;
font-weight: 600;
white-space: nowrap;
cursor: pointer;
mat-icon {
font-size: 14px;
width: 14px;
height: 14px;
}
&:disabled {
opacity: 0.45;
cursor: not-allowed;
}
&--refresh {
height: 30px;
width: 30px;
justify-content: center;
padding: 0;
margin-left: auto;
border-color: #e2e8f0;
background: #fff;
color: #475569;
}
&--approve {
background: #0f4f3c;
color: #fff;
&:hover:not(:disabled) {
background: #0a3d2e;
}
}
&--reject {
border-color: #fecaca;
background: #fff;
color: #dc2626;
&:hover:not(:disabled) {
background: #fef2f2;
}
}
&--reject-solid {
background: #dc2626;
color: #fff;
}
&--ghost {
border-color: #e2e8f0;
background: #fff;
color: #475569;
}
}
// ── Table ───────────────────────────────────────────────────────────────────
.vca-table-wrap {
overflow-x: auto;
background: #fff;
}
.vca-table {
width: 100%;
border-collapse: collapse;
font-size: 11px;
th {
padding: 7px 10px;
border-bottom: 1px solid #e2e8f0;
background: #f8fafc;
font-size: 9.5px;
font-weight: 800;
letter-spacing: 0.06em;
text-align: left;
text-transform: uppercase;
color: #94a3b8;
white-space: nowrap;
}
td {
padding: 5px 10px;
border-bottom: 1px solid #eef2f7;
vertical-align: middle;
color: #0d1b2a;
}
.num {
text-align: right;
font-variant-numeric: tabular-nums;
}
.vca-th-action {
text-align: right;
}
}
.vca-row:hover td {
background: #f8fafc;
}
.vca-mono {
font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
letter-spacing: 0.02em;
}
.vca-voucher {
font-weight: 700;
color: #0f4f3c;
}
.vca-strong {
font-weight: 700;
}
.vca-sub {
margin-top: 1px;
font-size: 11px;
color: #64748b;
}
.vca-none {
color: #cbd5e1;
}
.vca-amount {
font-weight: 700;
}
.vca-reason {
max-width: 220px;
overflow: hidden;
text-overflow: ellipsis;
white-space: nowrap;
}
.vca-dt {
white-space: nowrap;
color: #475569;
}
.vca-kind {
display: inline-block;
padding: 2px 10px;
border-radius: 999px;
font-size: 11px;
font-weight: 700;
&--unpass {
background: #fef3c7;
color: #92400e;
}
&--correction {
background: #dbeafe;
color: #1e40af;
}
}
.vca-action-cell {
display: flex;
justify-content: flex-end;
gap: 6px;
white-space: nowrap;
}
// ── Empty ───────────────────────────────────────────────────────────────────
.vca-empty {
padding: 28px 16px;
text-align: center;
color: #94a3b8;
&__icon {
display: block;
margin: 0 auto 6px;
font-size: 30px;
width: 30px;
height: 30px;
opacity: 0.6;
}
&__title {
margin: 0;
font-size: 12px;
font-weight: 700;
color: #64748b;
}
&__text {
margin: 3px 0 0;
font-size: 11px;
}
}
// ── Reject popup ────────────────────────────────────────────────────────────
.vca-dlg {
font-size: 12px;
&__head {
display: flex;
align-items: center;
gap: 10px;
padding: 10px 14px;
border-bottom: 1px solid #e2e8f0;
background: #f8fafc;
}
&__ico {
flex: 0 0 32px;
height: 32px;
width: 32px;
border-radius: 9px;
background: #fef2f2;
color: #dc2626;
font-size: 18px;
line-height: 32px;
text-align: center;
}
&__titles {
flex: 1;
min-width: 0;
}
&__title {
font-size: 14px;
font-weight: 700;
color: #0f172a;
}
&__sub {
font-size: 11px;
color: #64748b;
}
&__x {
display: inline-flex;
align-items: center;
justify-content: center;
height: 28px;
width: 28px;
border: 0;
border-radius: 50%;
background: transparent;
color: #64748b;
cursor: pointer;
&:hover {
background: #e2e8f0;
}
mat-icon {
font-size: 18px;
height: 18px;
width: 18px;
}
}
&__body {
padding: 12px 14px;
textarea {
width: 100%;
padding: 7px 10px;
border: 1px solid #cbd5e1;
border-radius: 8px;
font: inherit;
font-size: 12px;
resize: vertical;
&:focus {
outline: 0;
border-color: #0f4f3c;
box-shadow: 0 0 0 3px rgb(15 79 60 / 8%);
}
}
}
&__foot {
display: flex;
justify-content: flex-end;
gap: 8px;
padding: 10px 14px;
border-top: 1px solid #e2e8f0;
background: #f8fafc;
}
}
.vca-label {
display: block;
margin-bottom: 4px;
font-size: 10px;
font-weight: 700;
letter-spacing: 0.05em;
text-transform: uppercase;
color: #94a3b8;
}
@@ -0,0 +1,192 @@
/**
* 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, TemplateRef, ViewChild, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { MatDialog, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
import { MatIconModule } from '@angular/material/icon';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { of } from 'rxjs';
import { catchError } from 'rxjs/operators';
import { VoucherCorrection, VoucherCorrectionService } from '../voucher-correction.service';
type Kind = 'unpass' | 'correction';
type KindFilter = 'ALL' | Kind;
/** One row of the approvals table: a request, and which of the two steps it is waiting at. */
interface ApprovalRow {
kind: Kind;
request: VoucherCorrection;
raisedBy: string | null;
raisedAt: string | null;
}
/**
* Manager side of the voucher correction, laid out like the other approval tabs: approves or rejects the unpass of a
* voucher, and later the correction entry the cashier made. Only the second approval moves money.
*/
@Component({
selector: 'mifosx-voucher-correction-approvals',
templateUrl: './voucher-correction-approvals.component.html',
styleUrls: ['./voucher-correction-approvals.component.scss'],
standalone: true,
imports: [
CommonModule,
FormsModule,
MatDialogModule,
MatIconModule,
MatSnackBarModule
]
})
export class VoucherCorrectionApprovalsComponent implements OnInit {
private service = inject(VoucherCorrectionService);
private snackBar = inject(MatSnackBar);
private dialog = inject(MatDialog);
@ViewChild('rejectDialog') rejectDialog!: TemplateRef<unknown>;
private dialogRef: MatDialogRef<unknown> | null = null;
all: ApprovalRow[] = [];
loading = false;
loaded = false;
busyId: number | null = null;
kindFilter: KindFilter = 'ALL';
searchTerm = '';
/** The row being rejected, and the reason typed for it. */
rejecting: ApprovalRow | null = null;
rejectReason = '';
readonly kindOptions: { value: KindFilter; label: string }[] = [
{ value: 'ALL', label: 'All requests' },
{ value: 'unpass', label: 'Unpass requests' },
{ value: 'correction', label: 'Correction entries' }
];
ngOnInit(): void {
this.load();
}
load(): void {
this.loading = true;
this.service
.list('UNPASS_PENDING,CORRECTION_PENDING')
.pipe(catchError(() => of([] as VoucherCorrection[])))
.subscribe((rows) => {
this.all = rows.map((r) =>
r.status === 'UNPASS_PENDING'
? { kind: 'unpass', request: r, raisedBy: r.unpass_by_name, raisedAt: r.unpass_at }
: { kind: 'correction', request: r, raisedBy: r.correction_by_name, raisedAt: r.correction_at }
);
this.loading = false;
this.loaded = true;
});
}
/** The table: the kind picked, narrowed by whatever is typed in the search box. */
get rows(): ApprovalRow[] {
const term = this.searchTerm.trim().toLowerCase();
return this.all.filter((r) => {
if (this.kindFilter !== 'ALL' && r.kind !== this.kindFilter) return false;
if (!term) return true;
const q = r.request;
return [
q.original_voucher_no,
q.wrong_account_no,
q.wrong_client_name,
q.correct_account_no,
q.correct_client_name,
r.raisedBy
].some((v) => (v ?? '').toLowerCase().includes(term));
});
}
get unpassCount(): number {
return this.all.filter((r) => r.kind === 'unpass').length;
}
get correctionCount(): number {
return this.all.filter((r) => r.kind === 'correction').length;
}
kindLabel(kind: Kind): string {
return kind === 'unpass' ? 'Unpass' : 'Correction';
}
formatDateTime(value: string | null): string {
if (!value) return '—';
const d = new Date(value);
return isNaN(d.getTime())
? value
: d.toLocaleString('en-IN', { day: '2-digit', month: 'short', hour: '2-digit', minute: '2-digit' });
}
approve(row: ApprovalRow): void {
if (this.busyId) return;
const id = row.request.id;
this.busyId = id;
const call = row.kind === 'unpass' ? this.service.approveUnpass(id) : this.service.approveCorrection(id);
call.subscribe({
next: (res: any) => {
this.busyId = null;
this.snackBar.open(
row.kind === 'unpass'
? `Voucher ${row.request.original_voucher_no} unpassed — the cashier can now enter the correct account`
: `Corrected. New voucher ${res?.newVoucherNo ?? ''}`,
'Close',
{ duration: 6000 }
);
this.load();
},
error: (err) => {
this.busyId = null;
this.fail(err, 'Could not approve');
}
});
}
startReject(row: ApprovalRow): void {
this.rejecting = row;
this.rejectReason = '';
this.dialogRef = this.dialog.open(this.rejectDialog, { width: '440px', maxWidth: '95vw', autoFocus: false });
this.dialogRef.afterClosed().subscribe(() => (this.rejecting = null));
}
cancelReject(): void {
this.dialogRef?.close();
}
confirmReject(): void {
if (!this.rejecting || !this.rejectReason.trim() || this.busyId) return;
const row = this.rejecting;
const id = row.request.id;
this.busyId = id;
const reason = this.rejectReason.trim();
const call =
row.kind === 'unpass' ? this.service.rejectUnpass(id, reason) : this.service.rejectCorrection(id, reason);
call.subscribe({
next: () => {
this.busyId = null;
this.dialogRef?.close();
this.snackBar.open('Rejected', 'Close', { duration: 4000 });
this.load();
},
error: (err) => {
this.busyId = null;
this.fail(err, 'Could not reject');
}
});
}
private fail(err: any, fallback: string): void {
const msg = err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.defaultUserMessage ?? fallback;
this.snackBar.open(msg, 'Close', { duration: 8000 });
}
}
@@ -0,0 +1,120 @@
/**
* 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 { Injectable, inject } from '@angular/core';
import { HttpClient, HttpParams } from '@angular/common/http';
import { Observable } from 'rxjs';
/** One row of a voucher correction, as the server keeps it (snake_case columns). */
export interface VoucherCorrection {
id: number;
original_voucher_no: string;
original_txn_id: number;
wrong_savings_account_id: number;
wrong_account_no: string;
wrong_client_name: string | null;
amount: number;
txn_date: string | null;
status: 'UNPASS_PENDING' | 'UNPASSED' | 'UNPASS_REJECTED' | 'CORRECTION_PENDING' | 'COMPLETED' | 'CLOSED';
reason: string | null;
rejection_reason: string | null;
unpass_by_name: string | null;
unpass_at: string | null;
unpass_approved_by_name: string | null;
correct_account_no: string | null;
correct_client_name: string | null;
correction_by_name: string | null;
correction_at: string | null;
correction_approved_by_name: string | null;
new_voucher_no: string | null;
}
/** A cash deposit voucher of today that can still be unpassed. */
export interface EligibleVoucher {
voucherNo: string;
amount: number;
createdAt: string;
cashier: string;
txnId: number;
savingsAccountId: number;
accountNo: string;
clientName: string | null;
paymentType: string;
}
/** What the server knows about a savings account typed in as the correct one. */
export interface AccountLookup {
id: number;
accountNo: string;
clientId: number | null;
clientName: string | null;
balance: number;
currencyCode: string;
canReceive: boolean;
}
/** HTTP service for the voucher correction workflow: unpass, approve, re-enter, approve. */
@Injectable({ providedIn: 'root' })
export class VoucherCorrectionService {
private http = inject(HttpClient);
private readonly base = '/vouchers/corrections';
eligible(search?: string): Observable<EligibleVoucher[]> {
let params = new HttpParams();
if (search) params = params.set('search', search);
return this.http.get<EligibleVoucher[]>(`${this.base}/eligible`, { params });
}
unpass(voucherNo: string, reason: string): Observable<any> {
return this.http.post(`${this.base}/unpass`, { voucherNo, reason });
}
list(status?: string, mine = false): Observable<VoucherCorrection[]> {
let params = new HttpParams().set('mine', String(mine));
if (status) params = params.set('status', status);
return this.http.get<VoucherCorrection[]>(this.base, { params });
}
get(id: number): Observable<VoucherCorrection> {
return this.http.get<VoucherCorrection>(`${this.base}/${id}`);
}
accountLookup(accountNo: string): Observable<AccountLookup> {
return this.http.get<AccountLookup>(`${this.base}/account-lookup`, { params: { accountNo } });
}
submitCorrection(id: number, correctAccountNo: string): Observable<any> {
return this.http.post(`${this.base}/${id}/correction`, { correctAccountNo });
}
/** The cashier gives up the correction, e.g. when the wrong account no longer holds the money. */
close(id: number, reason: string): Observable<any> {
return this.http.post(`${this.base}/${id}/close`, { reason });
}
approveUnpass(id: number): Observable<any> {
return this.http.post(`${this.base}/${id}/unpass/approve`, {});
}
rejectUnpass(id: number, reason: string): Observable<any> {
return this.http.post(`${this.base}/${id}/unpass/reject`, { reason });
}
approveCorrection(id: number): Observable<any> {
return this.http.post(`${this.base}/${id}/correction/approve`, {});
}
rejectCorrection(id: number, reason: string): Observable<any> {
return this.http.post(`${this.base}/${id}/correction/reject`, { reason });
}
/** Ids of the transactions of this account that a completed correction removed. */
voidedTransactions(savingsAccountId: number): Observable<number[]> {
return this.http.get<number[]>(`${this.base}/voided-transactions`, { params: { savingsAccountId } });
}
}
@@ -0,0 +1,446 @@
<!--
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="pg">
<header class="pg-head">
<div>
<div class="pg-eyebrow">CASHIER · VOUCHER CORRECTION</div>
<h1 class="pg-title">Voucher Correction</h1>
<p class="pg-sub">
Move a cash deposit that was posted to the wrong account. Nothing changes on any account until the final
approval.
</p>
</div>
</header>
<!-- The four steps, so it is always clear where a voucher is. -->
<ol class="vc-steps">
<li class="vc-step" [class.vc-step--on]="tab === 'today'">
<span class="vc-step__no">1</span>
<span class="vc-step__txt"><strong>Unpass</strong> the voucher</span>
</li>
<li class="vc-step">
<span class="vc-step__no">2</span>
<span class="vc-step__txt"><strong>Manager</strong> approves</span>
</li>
<li class="vc-step" [class.vc-step--on]="tab === 'unpassed'">
<span class="vc-step__no">3</span>
<span class="vc-step__txt">Enter the <strong>correct account</strong></span>
</li>
<li class="vc-step">
<span class="vc-step__no">4</span>
<span class="vc-step__txt"><strong>Manager</strong> approves, deposit moves</span>
</li>
</ol>
<nav class="vc-tabs">
@if (mayUnpass) {
<button type="button" class="vc-tab" [class.vc-tab--on]="tab === 'today'" (click)="setTab('today')">
<mat-icon>receipt_long</mat-icon> Today's Vouchers
</button>
}
@if (mayCorrect) {
<button type="button" class="vc-tab" [class.vc-tab--on]="tab === 'unpassed'" (click)="setTab('unpassed')">
<mat-icon>edit_note</mat-icon> Unpassed — Correct Entry
@if (unpassed.length) {
<span class="vc-count">{{ unpassed.length }}</span>
}
</button>
}
<button type="button" class="vc-tab" [class.vc-tab--on]="tab === 'mine'" (click)="setTab('mine')">
<mat-icon>history</mat-icon> My Requests
</button>
</nav>
<!-- ─── Today's vouchers ─────────────────────────────────────────────── -->
@if (tab === 'today') {
<div class="vc-toolbar">
<div class="vc-search">
<mat-icon>search</mat-icon>
<input
type="text"
placeholder="Search by voucher, account or customer name"
[(ngModel)]="search"
(keyup.enter)="loadVouchers()"
/>
</div>
<button type="button" class="pg-btn pg-btn--primary" (click)="loadVouchers()">
<mat-icon>search</mat-icon> Search
</button>
<button type="button" class="pg-btn pg-btn--ghost" (click)="search = ''; loadVouchers()">
<mat-icon>refresh</mat-icon> Refresh
</button>
</div>
<div class="pg-card">
<table class="pg-table vc-table">
<thead>
<tr>
<th>Voucher</th>
<th>Account</th>
<th>Customer</th>
<th>Mode</th>
<th>Cashier</th>
<th class="num">Amount</th>
<th class="vc-col-action"></th>
</tr>
</thead>
<tbody>
@for (v of vouchers; track v.voucherNo) {
<tr [class.vc-row--on]="selectedVoucher?.voucherNo === v.voucherNo" (click)="pick(v)">
<td>
<span class="pg-chip">{{ v.voucherNo }}</span>
</td>
<td class="vc-mono">{{ v.accountNo }}</td>
<td>{{ v.clientName || '—' }}</td>
<td>{{ v.paymentType }}</td>
<td>{{ v.cashier }}</td>
<td class="num">₹{{ v.amount | number: '1.2-2' }}</td>
<td class="vc-col-action">
<button
type="button"
class="pg-btn pg-btn--ghost vc-btn-sm"
(click)="pick(v); $event.stopPropagation()"
>
<mat-icon>undo</mat-icon> Unpass
</button>
</td>
</tr>
}
@if (!vouchers.length) {
<tr>
<td colspan="7" class="vc-empty">
<mat-icon>{{ loadingVouchers ? 'hourglass_empty' : 'inbox' }}</mat-icon>
<div>{{ loadingVouchers ? 'Loading…' : 'No cash deposit voucher of today can be unpassed.' }}</div>
</td>
</tr>
}
</tbody>
</table>
</div>
}
<!-- ─── Unpassed: enter the correct account ──────────────────────────── -->
@if (tab === 'unpassed') {
<div class="pg-card">
<table class="pg-table vc-table">
<thead>
<tr>
<th>Voucher</th>
<th>Posted to</th>
<th>Customer</th>
<th>Reason</th>
<th class="num">Amount</th>
<th class="vc-col-action"></th>
</tr>
</thead>
<tbody>
@for (u of unpassed; track u.id) {
<tr [class.vc-row--on]="active?.id === u.id" (click)="open(u)">
<td>
<span class="pg-chip">{{ u.original_voucher_no }}</span>
</td>
<td class="vc-mono">{{ u.wrong_account_no }}</td>
<td>{{ u.wrong_client_name || '—' }}</td>
<td class="vc-clip">{{ u.reason }}</td>
<td class="num">₹{{ u.amount | number: '1.2-2' }}</td>
<td class="vc-col-action">
<button
type="button"
class="pg-btn pg-btn--primary vc-btn-sm"
(click)="open(u); $event.stopPropagation()"
>
<mat-icon>edit</mat-icon> Correct
</button>
</td>
</tr>
}
@if (!unpassed.length) {
<tr>
<td colspan="6" class="vc-empty">
<mat-icon>{{ loadingUnpassed ? 'hourglass_empty' : 'task_alt' }}</mat-icon>
<div>
{{ loadingUnpassed ? 'Loading…' : 'No unpassed voucher is waiting for its correct account.' }}
</div>
</td>
</tr>
}
</tbody>
</table>
</div>
}
<!-- ─── My requests ──────────────────────────────────────────────────── -->
@if (tab === 'mine') {
<div class="pg-card">
<table class="pg-table vc-table">
<thead>
<tr>
<th>Voucher</th>
<th>Posted to</th>
<th>Corrected to</th>
<th class="num">Amount</th>
<th>Status</th>
<th>New voucher</th>
</tr>
</thead>
<tbody>
@for (m of mine; track m.id) {
<tr>
<td>
<span class="pg-chip">{{ m.original_voucher_no }}</span>
</td>
<td class="vc-mono">{{ m.wrong_account_no }}</td>
<td class="vc-mono">{{ m.correct_account_no || '—' }}</td>
<td class="num">₹{{ m.amount | number: '1.2-2' }}</td>
<td>
<span class="vc-status vc-status--{{ m.status }}">{{ statusLabel[m.status] }}</span>
@if (m.rejection_reason) {
<div class="vc-note">{{ m.rejection_reason }}</div>
}
</td>
<td>{{ m.new_voucher_no || '—' }}</td>
</tr>
}
@if (!mine.length) {
<tr>
<td colspan="6" class="vc-empty">
<mat-icon>{{ loadingMine ? 'hourglass_empty' : 'history' }}</mat-icon>
<div>{{ loadingMine ? 'Loading…' : 'You have no voucher corrections yet.' }}</div>
</td>
</tr>
}
</tbody>
</table>
</div>
}
</div>
<!-- ─── Popup: unpass a voucher ──────────────────────────────────────────── -->
<ng-template #unpassDialog>
@if (selectedVoucher) {
<div class="vc-dlg">
<header class="vc-dlg__head">
<mat-icon class="vc-dlg__ico">undo</mat-icon>
<div class="vc-dlg__titles">
<div class="vc-dlg__title">Unpass voucher</div>
<div class="vc-dlg__sub vc-mono">{{ selectedVoucher.voucherNo }}</div>
</div>
<button type="button" class="vc-dlg__x" aria-label="Close" (click)="closeUnpass()">
<mat-icon>close</mat-icon>
</button>
</header>
<div class="vc-dlg__body">
<div class="vc-dlg__amount">
<span>Deposit amount</span>
<strong>₹{{ selectedVoucher.amount | number: '1.2-2' }}</strong>
</div>
<div class="vc-grid">
<div class="vc-cell">
<div class="vc-label">Voucher</div>
<div class="vc-value vc-mono">{{ selectedVoucher.voucherNo }}</div>
</div>
<div class="vc-cell">
<div class="vc-label">Created</div>
<div class="vc-value">{{ selectedVoucher.createdAt | date: 'dd MMM yyyy, hh:mm a' }}</div>
</div>
<div class="vc-cell">
<div class="vc-label">Cashier</div>
<div class="vc-value">{{ selectedVoucher.cashier }}</div>
</div>
<div class="vc-cell">
<div class="vc-label">Mode</div>
<div class="vc-value">{{ selectedVoucher.paymentType }}</div>
</div>
<div class="vc-cell">
<div class="vc-label">Account</div>
<div class="vc-value vc-mono">{{ selectedVoucher.accountNo }}</div>
</div>
<div class="vc-cell">
<div class="vc-label">Customer</div>
<div class="vc-value">{{ selectedVoucher.clientName || '—' }}</div>
</div>
<div class="vc-cell">
<div class="vc-label">Account balance now</div>
<div class="vc-value">
@if (voucherAccount) {
₹{{ voucherAccount.balance | number: '1.2-2' }}
} @else {
—
}
</div>
</div>
<div class="vc-cell">
<div class="vc-label">Account status</div>
<div class="vc-value">
@if (voucherAccount) {
{{ voucherAccount.canReceive ? 'Active' : 'Not active' }} · {{ voucherAccount.currencyCode }}
} @else {
—
}
</div>
</div>
</div>
<label class="vc-label" for="vc-reason">Reason for unpassing</label>
<textarea
id="vc-reason"
class="vc-reason"
rows="2"
placeholder="Why is this voucher wrong? e.g. deposited in the wrong account (required)"
[(ngModel)]="unpassReason"
></textarea>
<div class="vc-info">
<mat-icon>info</mat-icon>
A manager approves the unpass first. Nothing changes on any account until the corrected entry is approved: the
deposit stays on {{ selectedVoucher.accountNo }} till then.
</div>
</div>
<footer class="vc-dlg__foot">
<button type="button" class="pg-btn pg-btn--ghost" (click)="closeUnpass()">Cancel</button>
<button type="button" class="pg-btn pg-btn--primary" [disabled]="!canUnpass" (click)="unpass()">
<mat-icon>send</mat-icon> Send for approval
</button>
</footer>
</div>
}
</ng-template>
<!-- ─── Popup: enter the correct account ─────────────────────────────────── -->
<ng-template #correctionDialog>
@if (active) {
<div class="vc-dlg">
<header class="vc-dlg__head">
<mat-icon class="vc-dlg__ico">edit_note</mat-icon>
<div class="vc-dlg__titles">
<div class="vc-dlg__title">Correction entry</div>
<div class="vc-dlg__sub vc-mono">{{ active.original_voucher_no }}</div>
</div>
<button type="button" class="vc-dlg__x" aria-label="Close" (click)="closeActive()">
<mat-icon>close</mat-icon>
</button>
</header>
<div class="vc-dlg__body">
<div class="vc-dlg__amount">
<span>Amount to move</span>
<strong>₹{{ active.amount | number: '1.2-2' }}</strong>
</div>
<!-- Everything but the account number is fixed. -->
<div class="vc-grid">
<div class="vc-cell">
<div class="vc-label">Transaction date</div>
<div class="vc-value">{{ active.txn_date || '—' }}</div>
</div>
<div class="vc-cell">
<div class="vc-label">Mode</div>
<div class="vc-value">Cash</div>
</div>
<div class="vc-cell">
<div class="vc-label">Unpassed by</div>
<div class="vc-value">{{ active.unpass_by_name || '—' }}</div>
</div>
<div class="vc-cell">
<div class="vc-label">Approved by</div>
<div class="vc-value">{{ active.unpass_approved_by_name || '—' }}</div>
</div>
<div class="vc-cell vc-cell--wide">
<div class="vc-label">Reason</div>
<div class="vc-value">{{ active.reason }}</div>
</div>
</div>
<div class="vc-compare">
<!-- The account the deposit went to -->
<div class="vc-acct vc-acct--wrong">
<div class="vc-acct__tag">Posted to (wrong)</div>
<div class="vc-acct__no vc-mono">{{ active.wrong_account_no }}</div>
<div class="vc-acct__name">{{ active.wrong_client_name || '—' }}</div>
<div class="vc-acct__bal">
Balance:
@if (wrongAccount) {
<strong>₹{{ wrongAccount.balance | number: '1.2-2' }}</strong>
@if (wrongHasBalance) {
<span class="vc-ok"><mat-icon>check_circle</mat-icon> covers the deposit</span>
} @else {
<span class="vc-bad"
><mat-icon>cancel</mat-icon> does not cover ₹{{ active.amount | number: '1.2-2' }}</span
>
}
} @else {
—
}
</div>
</div>
<mat-icon class="vc-arrow">arrow_forward</mat-icon>
<!-- The account it should have gone to -->
<div class="vc-acct" [class.vc-acct--ok]="correctOk" [class.vc-acct--wrong]="!!lookupError">
<div class="vc-acct__tag">Correct account</div>
<input
id="vc-correct"
class="vc-acct__input vc-mono"
type="text"
placeholder="Type the account number"
[ngModel]="correctAccountNo"
(ngModelChange)="onAccountInput($event)"
(blur)="lookup()"
/>
@if (lookingUp) {
<div class="vc-acct__bal">Looking up…</div>
}
@if (correctAccount) {
<div class="vc-acct__name">{{ correctAccount.clientName || '—' }}</div>
<div class="vc-acct__bal">
Balance: <strong>₹{{ correctAccount.balance | number: '1.2-2' }}</strong>
@if (correctOk) {
<span class="vc-ok"><mat-icon>check_circle</mat-icon> active, can receive</span>
}
</div>
}
@if (lookupError) {
<div class="vc-bad vc-acct__err"><mat-icon>error</mat-icon> {{ lookupError }}</div>
}
</div>
</div>
@if (wrongAccount && !wrongHasBalance) {
<div class="vc-warn">
<mat-icon>warning</mat-icon>
<div>
<strong>The customer has already used this money,</strong> so it cannot be taken back from
{{ active.wrong_account_no }}. Deposit ₹{{ active.amount | number: '1.2-2' }} into the correct account
from your own pocket as a fresh deposit (Transaction Entry), then press <strong>Close request</strong>.
</div>
</div>
}
</div>
<footer class="vc-dlg__foot">
<button
type="button"
class="pg-btn pg-btn--ghost vc-dlg__close-req"
[disabled]="sending"
(click)="closeRequest()"
>
<mat-icon>block</mat-icon> Close request
</button>
<button type="button" class="pg-btn pg-btn--ghost" (click)="closeActive()">Cancel</button>
<button type="button" class="pg-btn pg-btn--primary" [disabled]="!canSave" (click)="save()">
<mat-icon>check</mat-icon> Save &amp; send for approval
</button>
</footer>
</div>
}
</ng-template>
@@ -0,0 +1,599 @@
/**
* 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/.
*/
// Compact sizing: the page has to fit a 100% browser window without scrolling for the common case.
.pg {
padding: 14px 20px;
gap: 12px;
}
.pg-title {
font-size: 20px;
margin: 2px 0;
}
.pg-sub {
font-size: 12px;
}
.pg-btn {
height: 30px;
padding: 0 12px;
font-size: 12px;
mat-icon {
font-size: 16px;
height: 16px;
width: 16px;
}
&:disabled {
opacity: 0.45;
cursor: not-allowed;
}
}
.pg-table {
font-size: 12px;
th {
padding: 8px 12px;
font-size: 10px;
}
td {
padding: 7px 12px;
}
}
// ── Steps ───────────────────────────────────────────────────────────────────
.vc-steps {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(170px, 1fr));
gap: 8px;
margin: 0;
padding: 0;
list-style: none;
}
.vc-step {
display: flex;
align-items: center;
gap: 8px;
padding: 6px 10px;
border: 1px solid #e2e8f0;
border-radius: 10px;
background: #fff;
font-size: 12px;
color: #64748b;
&__no {
display: inline-flex;
align-items: center;
justify-content: center;
flex: 0 0 20px;
height: 20px;
border-radius: 50%;
background: #e2e8f0;
font-size: 11px;
font-weight: 700;
color: #475569;
}
&--on {
border-color: #1f7a4d;
background: #f0fdf4;
color: #0f4f3c;
.vc-step__no {
background: #1f7a4d;
color: #fff;
}
}
}
// ── Tabs ────────────────────────────────────────────────────────────────────
.vc-tabs {
display: flex;
gap: 2px;
border-bottom: 1px solid #e2e8f0;
flex-wrap: wrap;
}
.vc-tab {
display: inline-flex;
align-items: center;
gap: 5px;
padding: 7px 12px;
margin-bottom: -1px;
border: 0;
border-bottom: 2px solid transparent;
background: transparent;
font: inherit;
font-size: 12px;
font-weight: 600;
color: #64748b;
cursor: pointer;
mat-icon {
font-size: 16px;
height: 16px;
width: 16px;
}
&:hover {
color: #0f4f3c;
}
&--on {
color: #0f4f3c;
border-bottom-color: #1f7a4d;
}
}
.vc-count {
padding: 0 7px;
border-radius: 999px;
background: #f59e0b;
color: #fff;
font-size: 10px;
font-weight: 700;
}
// ── Search ──────────────────────────────────────────────────────────────────
.vc-toolbar {
display: flex;
align-items: center;
gap: 8px;
flex-wrap: wrap;
}
.vc-search {
display: flex;
align-items: center;
gap: 6px;
flex: 1 1 280px;
max-width: 420px;
height: 30px;
padding: 0 10px;
border: 1px solid #cbd5e1;
border-radius: 999px;
background: #fff;
&:focus-within {
border-color: #1f7a4d;
box-shadow: 0 0 0 3px rgb(31 122 77 / 12%);
}
mat-icon {
font-size: 16px;
height: 16px;
width: 16px;
color: #94a3b8;
}
input {
flex: 1;
min-width: 0;
border: 0;
outline: 0;
background: transparent;
font: inherit;
font-size: 12px;
}
}
// ── Table ───────────────────────────────────────────────────────────────────
.vc-table {
tbody tr {
cursor: pointer;
}
tr.vc-row--on td {
background: #f0fdf4;
&:first-child {
box-shadow: inset 3px 0 0 #1f7a4d;
}
}
.vc-col-action {
width: 1%;
text-align: right;
white-space: nowrap;
}
.vc-clip {
max-width: 240px;
overflow: hidden;
text-overflow: ellipsis;
white-space: nowrap;
}
.pg-chip {
font-size: 11px;
padding: 2px 8px;
}
}
.vc-btn-sm {
height: 26px;
padding: 0 10px;
font-size: 11px;
}
.vc-mono {
font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
letter-spacing: 0.02em;
}
.vc-empty {
padding: 24px 12px;
text-align: center;
color: #94a3b8;
font-size: 12px;
mat-icon {
display: block;
margin: 0 auto 4px;
font-size: 28px;
height: 28px;
width: 28px;
opacity: 0.6;
}
}
// ── Popups ──────────────────────────────────────────────────────────────────
.vc-dlg {
display: flex;
flex-direction: column;
max-height: 86vh;
font-size: 12px;
&__head {
display: flex;
align-items: center;
gap: 10px;
padding: 10px 14px;
border-bottom: 1px solid #e2e8f0;
background: #f8fafc;
}
&__ico {
flex: 0 0 32px;
height: 32px;
width: 32px;
border-radius: 9px;
background: #f0fdf4;
color: #1f7a4d;
font-size: 18px;
line-height: 32px;
text-align: center;
}
&__titles {
flex: 1;
min-width: 0;
}
&__title {
font-size: 14px;
font-weight: 700;
color: #0f172a;
}
&__sub {
font-size: 11px;
color: #64748b;
}
&__x {
display: inline-flex;
align-items: center;
justify-content: center;
height: 28px;
width: 28px;
border: 0;
border-radius: 50%;
background: transparent;
color: #64748b;
cursor: pointer;
mat-icon {
font-size: 18px;
height: 18px;
width: 18px;
}
&:hover {
background: #e2e8f0;
}
}
&__body {
padding: 12px 14px;
overflow-y: auto;
}
&__amount {
display: flex;
align-items: baseline;
justify-content: space-between;
margin-bottom: 10px;
padding: 8px 12px;
border-radius: 10px;
background: #ecfdf5;
border: 1px solid #a7f3d0;
color: #065f46;
font-size: 12px;
font-weight: 600;
strong {
font-size: 18px;
font-weight: 800;
font-variant-numeric: tabular-nums;
}
}
&__foot {
display: flex;
justify-content: flex-end;
gap: 8px;
padding: 10px 14px;
border-top: 1px solid #e2e8f0;
background: #f8fafc;
}
}
.vc-warn {
display: flex;
align-items: flex-start;
gap: 8px;
margin-top: 10px;
padding: 8px 12px;
border-radius: 8px;
background: #fffbeb;
border: 1px solid #fde68a;
color: #92400e;
font-size: 11px;
mat-icon {
flex: 0 0 18px;
height: 18px;
width: 18px;
font-size: 18px;
}
}
.vc-dlg__close-req {
margin-right: auto;
color: #b45309;
}
.vc-label {
display: block;
margin-bottom: 3px;
font-size: 10px;
font-weight: 700;
letter-spacing: 0.05em;
text-transform: uppercase;
color: #94a3b8;
}
.vc-reason {
width: 100%;
padding: 7px 10px;
border: 1px solid #cbd5e1;
border-radius: 8px;
font: inherit;
font-size: 12px;
resize: vertical;
&:focus {
outline: 0;
border-color: #1f7a4d;
box-shadow: 0 0 0 3px rgb(31 122 77 / 12%);
}
}
.vc-info {
display: flex;
align-items: flex-start;
gap: 6px;
margin-top: 8px;
padding: 7px 10px;
border-radius: 8px;
background: #eff6ff;
color: #1e40af;
font-size: 11px;
mat-icon {
flex: 0 0 16px;
height: 16px;
width: 16px;
font-size: 16px;
}
}
.vc-grid {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(130px, 1fr));
gap: 6px;
margin-bottom: 10px;
}
.vc-cell {
padding: 6px 10px;
border-radius: 8px;
background: #f8fafc;
border: 1px solid #eef2f7;
}
.vc-cell--wide {
grid-column: 1 / -1;
}
.vc-value {
font-size: 12px;
font-weight: 600;
color: #0f172a;
word-break: break-word;
}
// ── Wrong → Correct ─────────────────────────────────────────────────────────
.vc-compare {
display: grid;
grid-template-columns: 1fr auto 1fr;
align-items: stretch;
gap: 8px;
@media (width <= 640px) {
grid-template-columns: 1fr;
}
}
.vc-arrow {
align-self: center;
color: #94a3b8;
@media (width <= 640px) {
transform: rotate(90deg);
justify-self: center;
}
}
.vc-acct {
padding: 10px 12px;
border: 1px solid #e2e8f0;
border-radius: 10px;
background: #fff;
&--wrong {
border-color: #fecaca;
background: #fef2f2;
}
&--ok {
border-color: #a7f3d0;
background: #ecfdf5;
}
&__tag {
margin-bottom: 4px;
font-size: 10px;
font-weight: 700;
letter-spacing: 0.05em;
text-transform: uppercase;
color: #64748b;
}
&__no {
font-size: 14px;
font-weight: 700;
color: #0f172a;
}
&__input {
width: 100%;
height: 32px;
padding: 0 10px;
border: 1px solid #cbd5e1;
border-radius: 8px;
background: #fff;
font-size: 13px;
font-weight: 600;
&:focus {
outline: 0;
border-color: #1f7a4d;
box-shadow: 0 0 0 3px rgb(31 122 77 / 12%);
}
}
&__name {
margin-top: 4px;
font-size: 12px;
font-weight: 600;
color: #1e293b;
}
&__bal {
margin-top: 3px;
font-size: 11px;
color: #475569;
}
&__err {
margin-top: 6px;
}
}
.vc-ok,
.vc-bad {
display: inline-flex;
align-items: center;
gap: 3px;
margin-left: 6px;
font-weight: 700;
mat-icon {
font-size: 14px;
height: 14px;
width: 14px;
}
}
.vc-ok {
color: #059669;
}
.vc-bad {
color: #dc2626;
}
.vc-note {
margin-top: 3px;
font-size: 11px;
color: #64748b;
}
// ── Status ──────────────────────────────────────────────────────────────────
.vc-status {
display: inline-block;
padding: 2px 8px;
border-radius: 999px;
background: #e2e8f0;
font-size: 11px;
font-weight: 700;
&--UNPASS_PENDING,
&--CORRECTION_PENDING {
background: #fef3c7;
color: #92400e;
}
&--UNPASSED {
background: #dbeafe;
color: #1e40af;
}
&--COMPLETED {
background: #d1fae5;
color: #065f46;
}
&--CLOSED {
background: #f1f5f9;
color: #475569;
}
&--UNPASS_REJECTED {
background: #fee2e2;
color: #991b1b;
}
}
@@ -0,0 +1,307 @@
/**
* 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, TemplateRef, ViewChild, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { MatDialog, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
import { MatIconModule } from '@angular/material/icon';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { of } from 'rxjs';
import { catchError } from 'rxjs/operators';
import { AuthenticationService } from '../../core/authentication/authentication.service';
import {
AccountLookup,
EligibleVoucher,
VoucherCorrection,
VoucherCorrectionService
} from '../voucher-correction.service';
type Tab = 'today' | 'unpassed' | 'mine';
/**
* Cashier side of correcting a cash deposit that went to the wrong account.
*
* Today vouchers: pick the voucher and unpass it (needs a manager approval; nothing moves).
* Unpassed: open the approved voucher, whose details are fixed, change only the account number and save
* (needs a manager approval again; only then do the accounts change).
*/
@Component({
selector: 'mifosx-voucher-correction',
templateUrl: './voucher-correction.component.html',
styleUrls: [
'../cashier-shared.scss',
'./voucher-correction.component.scss'
],
standalone: true,
imports: [
CommonModule,
FormsModule,
MatIconModule,
MatDialogModule,
MatSnackBarModule
]
})
export class VoucherCorrectionComponent implements OnInit {
private service = inject(VoucherCorrectionService);
private snackBar = inject(MatSnackBar);
private dialog = inject(MatDialog);
private auth = inject(AuthenticationService);
/** Unpassing is for the back office (an administrator or a clerk); re-entering the account is the cashier only. */
readonly mayUnpass = this.auth.isClerkUser() || !!this.auth.getCredentials()?.permissions?.includes('ALL_FUNCTIONS');
readonly mayCorrect = this.auth.isCashierUser();
@ViewChild('unpassDialog') unpassDialog!: TemplateRef<unknown>;
@ViewChild('correctionDialog') correctionDialog!: TemplateRef<unknown>;
private dialogRef: MatDialogRef<unknown> | null = null;
tab: Tab = this.mayUnpass ? 'today' : this.mayCorrect ? 'unpassed' : 'mine';
// Today vouchers
search = '';
vouchers: EligibleVoucher[] = [];
loadingVouchers = false;
selectedVoucher: EligibleVoucher | null = null;
/** The account the voucher was posted to, for the balance and status shown in the popup. */
voucherAccount: AccountLookup | null = null;
unpassReason = '';
sending = false;
// Unpassed vouchers waiting for the correct account
unpassed: VoucherCorrection[] = [];
loadingUnpassed = false;
active: VoucherCorrection | null = null;
wrongAccount: AccountLookup | null = null;
correctAccountNo = '';
correctAccount: AccountLookup | null = null;
lookupError = '';
lookingUp = false;
// The cashier own requests
mine: VoucherCorrection[] = [];
loadingMine = false;
readonly statusLabel: Record<string, string> = {
UNPASS_PENDING: 'Unpass awaiting approval',
UNPASSED: 'Unpassed — enter correct account',
UNPASS_REJECTED: 'Unpass rejected',
CORRECTION_PENDING: 'Correction awaiting approval',
COMPLETED: 'Corrected',
CLOSED: 'Closed — cashier deposits separately'
};
ngOnInit(): void {
if (this.mayUnpass) this.loadVouchers();
if (this.mayCorrect) this.loadUnpassed();
if (this.tab === 'mine') this.loadMine();
}
setTab(tab: Tab): void {
this.tab = tab;
if (tab === 'today') this.loadVouchers();
if (tab === 'unpassed') this.loadUnpassed();
if (tab === 'mine') this.loadMine();
}
// ── Today vouchers ─────────────────────────────────────────────────────────
loadVouchers(): void {
this.loadingVouchers = true;
this.service
.eligible(this.search.trim())
.pipe(catchError(() => of([] as EligibleVoucher[])))
.subscribe((rows) => {
this.vouchers = rows;
this.loadingVouchers = false;
if (this.selectedVoucher && !rows.some((r) => r.voucherNo === this.selectedVoucher?.voucherNo)) {
this.selectedVoucher = null;
}
});
}
pick(v: EligibleVoucher): void {
this.selectedVoucher = v;
this.unpassReason = '';
this.voucherAccount = null;
this.service
.accountLookup(v.accountNo)
.pipe(catchError(() => of(null)))
.subscribe((a) => (this.voucherAccount = a));
this.showDialog(this.unpassDialog, () => (this.selectedVoucher = null));
}
closeUnpass(): void {
this.dialogRef?.close();
}
get canUnpass(): boolean {
return !!this.selectedVoucher && this.unpassReason.trim().length > 0 && !this.sending;
}
unpass(): void {
if (!this.selectedVoucher || !this.canUnpass) return;
this.sending = true;
this.service.unpass(this.selectedVoucher.voucherNo, this.unpassReason.trim()).subscribe({
next: () => {
this.sending = false;
this.snackBar.open(`Voucher ${this.selectedVoucher?.voucherNo} sent for unpass approval`, 'Close', {
duration: 4000
});
this.dialogRef?.close();
this.unpassReason = '';
this.loadVouchers();
},
error: (err) => {
this.sending = false;
this.fail(err, 'Could not unpass the voucher');
}
});
}
// ── Unpassed vouchers: enter the correct account ───────────────────────────
loadUnpassed(): void {
this.loadingUnpassed = true;
this.service
.list('UNPASSED')
.pipe(catchError(() => of([] as VoucherCorrection[])))
.subscribe((rows) => {
this.unpassed = rows;
this.loadingUnpassed = false;
});
}
open(row: VoucherCorrection): void {
this.active = row;
this.correctAccountNo = '';
this.correctAccount = null;
this.lookupError = '';
this.wrongAccount = null;
// The account the deposit went to: its balance is what the "can this be taken back" check reads.
this.service
.accountLookup(row.wrong_account_no)
.pipe(catchError(() => of(null)))
.subscribe((a) => (this.wrongAccount = a));
this.showDialog(this.correctionDialog, () => (this.active = null));
}
closeActive(): void {
this.dialogRef?.close();
}
onAccountInput(value: string): void {
this.correctAccountNo = value;
this.correctAccount = null;
this.lookupError = '';
// Same rule as the Transaction Entry screen: searches on its own once six characters are typed.
if (value.trim().length >= 6) this.lookup();
}
lookup(): void {
const accountNo = this.correctAccountNo.trim();
if (!accountNo || this.lookingUp) return;
this.lookingUp = true;
this.service.accountLookup(accountNo).subscribe({
next: (a) => {
this.lookingUp = false;
// A late answer for a number no longer typed is dropped.
if (accountNo !== this.correctAccountNo.trim()) return;
this.correctAccount = a;
if (this.active && a.id === this.active.wrong_savings_account_id) {
this.lookupError = 'This is the account the deposit was already posted to.';
} else if (!a.canReceive) {
this.lookupError = 'This account is not active, so it cannot receive the deposit.';
}
},
error: (err) => {
this.lookingUp = false;
this.lookupError = err?.error?.errors?.[0]?.defaultUserMessage ?? 'Account not found.';
}
});
}
/** The wrong account still holds the deposit, so it can be taken back without overdrawing it. */
get wrongHasBalance(): boolean {
return !!this.wrongAccount && !!this.active && this.wrongAccount.balance >= this.active.amount;
}
get correctOk(): boolean {
return !!this.correctAccount && this.correctAccount.canReceive && !this.lookupError;
}
get canSave(): boolean {
return !!this.active && this.correctOk && this.wrongHasBalance && !this.sending;
}
save(): void {
if (!this.active || !this.canSave) return;
this.sending = true;
this.service.submitCorrection(this.active.id, this.correctAccountNo.trim()).subscribe({
next: () => {
this.sending = false;
this.snackBar.open('Correction sent for approval', 'Close', { duration: 4000 });
this.dialogRef?.close();
this.loadUnpassed();
},
error: (err) => {
this.sending = false;
this.fail(err, 'Could not save the correction');
}
});
}
/**
* Gives up this correction. The usual reason is that the wrong account no longer holds the money, so the cashier
* puts the amount into the right account from their own pocket as a fresh deposit instead.
*/
closeRequest(): void {
if (!this.active || this.sending) return;
const reason = this.wrongHasBalance
? 'Closed by the cashier'
: 'Wrong account no longer holds the amount; cashier deposits it into the correct account separately';
this.sending = true;
this.service.close(this.active.id, reason).subscribe({
next: () => {
this.sending = false;
this.snackBar.open('Request closed', 'Close', { duration: 4000 });
this.dialogRef?.close();
this.loadUnpassed();
},
error: (err) => {
this.sending = false;
this.fail(err, 'Could not close the request');
}
});
}
// ── My requests ────────────────────────────────────────────────────────────
loadMine(): void {
this.loadingMine = true;
this.service
.list(undefined, true)
.pipe(catchError(() => of([] as VoucherCorrection[])))
.subscribe((rows) => {
this.mine = rows;
this.loadingMine = false;
});
}
/** Opens one of the two popups; onClose runs however it is dismissed (button, backdrop or Esc). */
private showDialog(template: TemplateRef<unknown>, onClose: () => void): void {
this.dialogRef?.close();
this.dialogRef = this.dialog.open(template, { width: '600px', maxWidth: '95vw', autoFocus: false });
this.dialogRef.afterClosed().subscribe(onClose);
}
private fail(err: any, fallback: string): void {
const msg = err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.defaultUserMessage ?? fallback;
this.snackBar.open(msg, 'Close', { duration: 6000 });
}
}
@@ -169,6 +169,7 @@
<th>Debit</th>
<th>Credit</th>
<th class="num">Amount</th>
<th>Correction</th>
<th>User</th>
<!-- Two dates, not one, on the system register.
A voucher's timestamp is the minute it was written; the posting behind it carries
@@ -217,6 +218,18 @@
</td>
}
<td class="num">{{ row.amount | number: '1.2-2' }}</td>
<!-- Where the voucher stands after a correction: unpassed, revoked, closed or corrected. -->
<td>
<mifosx-voucher-status
[status]="row.voucherStatus"
[revokedBy]="row.revokedByVoucherNo"
[replaces]="row.replacesVoucherNo"
[note]="row.correctionNote"
></mifosx-voucher-status>
@if (!row.voucherStatus || row.voucherStatus === 'ACTIVE') {
<span class="vr-active">—</span>
}
</td>
<td>{{ row.username || '—' }}</td>
@if (systemOnly) {
<td class="vr-ledgerdate" [class.vr-ledgerdate--prior]="row.postedAfterClose">
@@ -92,3 +92,8 @@
text-transform: uppercase;
color: #7c3aed;
}
.vr-active {
font-size: 11px;
color: #94a3b8;
}
@@ -14,6 +14,7 @@ import { MatIconModule } from '@angular/material/icon';
import { catchError, of } from 'rxjs';
import { CashierService } from '../cashier.service';
import { businessToday } from 'app/core/utils/business-today';
import { VoucherStatusComponent, VoucherStatus } from '../voucher-status/voucher-status.component';
/**
* Which side of the register a screen shows.
@@ -26,6 +27,11 @@ export type VoucherSide = 'CR' | 'DR' | 'ALL';
/** One voucher as the register shows it: the number, the two sides, and who raised it. */
interface VoucherRow {
voucherNo: string;
/** Where the voucher stands after a correction: active, revoked, under correction, or corrected. */
voucherStatus?: VoucherStatus;
revokedByVoucherNo?: string | null;
replacesVoucherNo?: string | null;
correctionNote?: string | null;
voucherType: string | null;
amount: number | null;
createdAt: string | null;
@@ -82,7 +88,8 @@ interface VoucherReport {
imports: [
CommonModule,
FormsModule,
MatIconModule
MatIconModule,
VoucherStatusComponent
]
})
export class VoucherReportComponent implements OnInit {
@@ -0,0 +1,137 @@
/**
* 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, Input } from '@angular/core';
import { CommonModule } from '@angular/common';
/** Where a voucher stands after a voucher correction. */
export type VoucherStatus =
| 'ACTIVE'
| 'REVOKED'
| 'UNPASS_PENDING'
| 'UNPASSED'
| 'CORRECTION_PENDING'
| 'CORRECTED'
| 'CLOSED'
| null
| undefined;
/**
* A small badge saying whether a voucher was revoked, is under correction, or replaced another one.
* Nothing is shown for an ordinary (active) voucher, so the registers read as before.
*/
@Component({
selector: 'mifosx-voucher-status',
standalone: true,
imports: [CommonModule],
template: `
@if (label) {
<span class="vs" [class]="'vs vs--' + status" [title]="hint">{{ label }}</span>
@if (note) {
<div class="vs-note">{{ note }}</div>
}
}
`,
styles: [
`
.vs {
display: inline-block;
margin-left: 6px;
padding: 1px 8px;
border-radius: 999px;
background: #e2e8f0;
color: #334155;
font-size: 10px;
font-weight: 700;
white-space: nowrap;
vertical-align: middle;
}
.vs-note {
margin-top: 2px;
max-width: 280px;
font-size: 11px;
line-height: 1.3;
color: #64748b;
}
.vs--REVOKED {
background: #fee2e2;
color: #991b1b;
}
.vs--UNPASS_PENDING,
.vs--CORRECTION_PENDING {
background: #fef3c7;
color: #92400e;
}
.vs--UNPASSED {
background: #dbeafe;
color: #1e40af;
}
.vs--CLOSED {
background: #f1f5f9;
color: #475569;
}
.vs--CORRECTED {
background: #d1fae5;
color: #065f46;
}
`
]
})
export class VoucherStatusComponent {
@Input() status: VoucherStatus;
/** The voucher that replaced this one, when it is revoked. */
@Input() revokedBy: string | null | undefined;
/** The voucher this one replaced, when it is the corrected one. */
@Input() replaces: string | null | undefined;
/** Why: the reason the voucher was unpassed, or why the correction was closed. */
@Input() note: string | null | undefined;
get label(): string {
switch (this.status) {
case 'REVOKED':
return this.revokedBy ? `Revoked → ${this.revokedBy}` : 'Revoked';
case 'UNPASS_PENDING':
return 'Unpass pending';
case 'UNPASSED':
return 'Unpassed';
case 'CORRECTION_PENDING':
return 'Correction pending';
case 'CLOSED':
return 'Closed — cashier deposits separately';
case 'CORRECTED':
return this.replaces ? `Corrected (replaces ${this.replaces})` : 'Corrected';
default:
return '';
}
}
get hint(): string {
switch (this.status) {
case 'REVOKED':
return 'This voucher was revoked: its deposit was moved to another account and a new voucher replaced it.';
case 'UNPASS_PENDING':
return 'A manager has not yet approved unpassing this voucher.';
case 'UNPASSED':
return 'Unpassed: waiting for the cashier to enter the correct account.';
case 'CORRECTION_PENDING':
return 'The correct account is entered; waiting for a manager to approve.';
case 'CLOSED':
return 'The correction was closed by the cashier; the voucher stays as it was.';
case 'CORRECTED':
return 'This voucher was raised by a correction and replaces the earlier one.';
default:
return '';
}
}
}
+37
View File
@@ -131,6 +131,14 @@
</svg>
My Closure Requests
</a>
<a
class="cashier-nav__item cashier-nav__item--sec"
[class.cashier-nav__item--active]="currentUrl.includes('/clerk/voucher-correction')"
[routerLink]="['/clerk/voucher-correction']"
>
<fa-icon icon="undo"></fa-icon>
Voucher Correction
</a>
@if (clerkAccountLoaded) {
<div class="cashier-nav__item-wrap">
<a
@@ -287,6 +295,13 @@
<a class="cashier-nav__item" [routerLink]="['/cashier/my-work']" routerLinkActive="cashier-nav__item--active">
<fa-icon icon="user-check"></fa-icon> My Vouchers
</a>
<a
class="cashier-nav__item"
[routerLink]="['/cashier/voucher-correction']"
routerLinkActive="cashier-nav__item--active"
>
<fa-icon icon="undo"></fa-icon> Voucher Correction
</a>
<a
class="cashier-nav__item"
[routerLink]="['/cashier/received-report']"
@@ -392,6 +407,15 @@
<fa-icon icon="clipboard-check" class="ni-ico"></fa-icon>Loan Origination
<fa-icon icon="caret-down" class="ni-caret"></fa-icon>
</a>
<a
class="ni"
tabindex="0"
routerLink="/credit-bureau/dashboard"
routerLinkActive="active"
*mifosxHasPermission="'MENU_CREDIT_BUREAU'"
>
<fa-icon icon="id-card" class="ni-ico"></fa-icon>Credit Bureau
</a>
<a class="ni" tabindex="0" [matMenuTriggerFor]="advancesMenu" *mifosxHasPermission="'MENU_ADVANCES'">
<fa-icon icon="hand-holding-usd" class="ni-ico"></fa-icon>Advances
<fa-icon icon="caret-down" class="ni-caret"></fa-icon>
@@ -493,6 +517,16 @@
><span class="ni-short">Loans</span>
<fa-icon icon="caret-down" class="ni-caret"></fa-icon>
</a>
<a
class="ni"
tabindex="0"
routerLink="/credit-bureau/dashboard"
routerLinkActive="active"
*mifosxHasPermission="'MENU_CREDIT_BUREAU'"
>
<fa-icon icon="id-card" class="ni-ico"></fa-icon><span class="ni-full">Credit Bureau</span
><span class="ni-short">CIC</span>
</a>
<a
class="ni"
tabindex="0"
@@ -1164,6 +1198,9 @@
<button mat-menu-item tabindex="0" [routerLink]="['/system/denomination-master']">
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> Cash Denomination
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/voucher-correction']">
<fa-icon icon="undo" class="menu-item-icon"></fa-icon> Voucher Correction
</button>
</div>
<!-- Transfers & Settlement -->
@@ -154,7 +154,7 @@
<fa-icon icon="hand-holding-usd" class="ai-col-h-ic"></fa-icon>
<span>Lending &amp; Risk</span>
</div>
<button mat-menu-item class="ai-card" tabindex="0">
<button mat-menu-item class="ai-card" routerLink="/ai/loan-eligibility" tabindex="0">
<span class="ai-card-ic"><fa-icon icon="hand-holding-usd"></fa-icon></span>
<span class="ai-card-body">
<span class="ai-card-t">Loan Eligibility</span>
@@ -239,6 +239,27 @@
</span>
</button>
</div>
<div class="ai-col ai-col--blue">
<div class="ai-col-h">
<fa-icon icon="sitemap" class="ai-col-h-ic"></fa-icon>
<span>API Management</span>
</div>
<button mat-menu-item class="ai-card" routerLink="/api-management/vendors" tabindex="0">
<span class="ai-card-ic"><fa-icon icon="cogs"></fa-icon></span>
<span class="ai-card-body">
<span class="ai-card-t">API Vendors &amp; Setup</span>
<span class="ai-card-d">Vendor, work and API set — IN / OUT (CIC bureaus, SMS, WhatsApp …)</span>
</span>
</button>
<button mat-menu-item class="ai-card" routerLink="/api-management/logs" tabindex="0">
<span class="ai-card-ic"><fa-icon icon="history"></fa-icon></span>
<span class="ai-card-body">
<span class="ai-card-t">API Call Logs</span>
<span class="ai-card-d">Every IN and OUT call with request and response</span>
</span>
</button>
</div>
</div>
<div class="ai-menu-footer">
@@ -373,7 +373,7 @@ $icon-hover-border: rgb(255 255 255 / 28%);
// ===== AI Mega Menu Panel =====
::ng-deep .ai-menu {
&.mat-mdc-menu-panel {
min-width: 880px !important;
min-width: 1080px !important;
max-width: 96vw !important;
max-height: 80vh;
border-radius: 14px !important;
@@ -520,7 +520,7 @@ $icon-hover-border: rgb(255 255 255 / 28%);
// ===== Mega Layout — 4 colour-coded columns =====
.ai-menu-cols {
display: grid;
grid-template-columns: repeat(4, 1fr);
grid-template-columns: repeat(5, 1fr);
gap: 0;
padding: 14px 14px 6px;
background: #f8fafc;
@@ -567,6 +567,12 @@ $icon-hover-border: rgb(255 255 255 / 28%);
--c-hover: #be185d;
}
.ai-col--blue {
--c-color: #0369a1;
--c-bg: #e0f2fe;
--c-hover: #0369a1;
}
.ai-col-h {
display: flex;
align-items: center;
@@ -702,7 +708,7 @@ $icon-hover-border: rgb(255 255 255 / 28%);
}
// Responsive collapse
@media (width <= 1100px) {
@media (width <= 1300px) {
::ng-deep .ai-menu.mat-mdc-menu-panel {
min-width: 680px !important;
}
@@ -0,0 +1,252 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="cic-modal-backdrop" (click)="closed.emit()">
<div class="cic-modal" style="width: min(980px, 100%)" (click)="$event.stopPropagation()">
@if (loading && !alert) {
<div class="cic-empty">Loading…</div>
}
@if (alert) {
@if (history.length) {
<div class="cic-alert info" style="margin-bottom: 12px">
You are viewing another enquiry of this customer.
<button class="cic-btn sm" style="margin-left: 8px" (click)="back()">← Back to previous enquiry</button>
</div>
}
<div style="display: flex; justify-content: space-between; gap: 12px; align-items: flex-start">
<div>
<h3 style="margin-bottom: 4px">
{{ alert.clientName || alert.customerName || 'Unknown customer' }} applied for
{{ alert.loanType || 'a loan' }} elsewhere
</h3>
<div class="muted" style="font-size: 12px">
{{ alert.bureauCode }} alert · {{ alert.alertKey }} · received {{ alert.receivedOn | slice: 0 : 16 }} via
{{ alert.receivedVia }}
</div>
</div>
<div class="cic-actions">
<span class="cic-badge" [class]="'cic-badge ' + statusTone(alert.status)">{{ alert.status }}</span>
<button class="cic-btn sm" (click)="closed.emit()">Close</button>
</div>
</div>
@if (error) {
<div class="cic-alert error" style="margin-top: 12px">{{ error }}</div>
}
@if (info) {
<div class="cic-alert success" style="margin-top: 12px">{{ info }}</div>
}
<div class="cic-grid cols-3" style="margin-top: 14px">
<div class="cic-stat">
<div class="k">Loan applied for</div>
<div class="v" style="font-size: 17px">{{ alert.loanType || '—' }}</div>
</div>
<div class="cic-stat">
<div class="k">Amount</div>
<div class="v" style="font-size: 20px">
{{ alert.amount !== null && alert.amount !== undefined ? '₹' + (alert.amount | number: '1.0-0') : '—' }}
</div>
</div>
<div class="cic-stat">
<div class="k">Enquiry date</div>
<div class="v" style="font-size: 17px">{{ alert.enquiryDate | date: 'dd MMM yyyy' }}</div>
</div>
</div>
<div class="cic-split" style="margin-top: 14px">
<div class="cic-card" style="margin-bottom: 0">
<h2>
Enquiry elsewhere
<span class="cic-card-sub">the CIC does not name the lender</span>
</h2>
<dl class="cic-kv" style="grid-template-columns: 140px minmax(0, 1fr)">
<dt>Loan type</dt>
<dd>{{ alert.loanType || '—' }}</dd>
<dt>Amount</dt>
<dd>
{{ alert.amount !== null && alert.amount !== undefined ? '₹' + (alert.amount | number: '1.0-2') : '—' }}
</dd>
<dt>Purpose</dt>
<dd>{{ alert.purpose || '—' }}</dd>
<dt>Place</dt>
<dd>{{ alert.location || '—' }}</dd>
<dt>Enquiry date</dt>
<dd>{{ alert.enquiryDate | date: 'dd MMM yyyy' }}</dd>
</dl>
</div>
<div class="cic-card" style="margin-bottom: 0">
<h2>
Our customer
@if (!alert.clientId) {
<button
class="cic-btn sm primary"
(click)="linkCustomer()"
[disabled]="saving"
*mifosxHasPermission="'UPDATE_CICALERT'"
>
Link to customer
</button>
}
</h2>
<dl class="cic-kv" style="grid-template-columns: 140px minmax(0, 1fr)">
<dt>Customer</dt>
<dd>
@if (alert.clientId) {
<a [routerLink]="['/clients', alert.clientId, 'general']" (click)="closed.emit()">{{
alert.clientName
}}</a>
<span class="muted"> · {{ alert.clientAccountNo }}</span>
} @else {
<span class="tone-bad">Not matched to any customer</span>
}
</dd>
<dt>Branch</dt>
<dd>{{ alert.officeName || '—' }}</dd>
<dt>Matched by</dt>
<dd>{{ matchLabels[alert.matchType] || alert.matchType }}</dd>
<dt>Name at bureau</dt>
<dd>{{ alert.customerName || '—' }}</dd>
<dt>PAN / Aadhaar</dt>
<dd class="cic-mono">{{ alert.panMasked || '—' }} / {{ alert.aadhaarMasked || '—' }}</dd>
@if (alert.customerRef) {
<dt>Reference</dt>
<dd class="cic-mono">{{ alert.customerRef }}</dd>
}
</dl>
</div>
</div>
@if (alert.clientId) {
<div class="cic-card" style="margin-top: 14px; margin-bottom: 0">
<h2>
Customer's loans with us
<span class="cic-card-sub">outstanding ₹{{ exposure | number: '1.0-0' }}</span>
</h2>
@if (alert.clientLoans?.length) {
<div class="cic-table-wrap">
<table class="cic-table">
<thead>
<tr>
<th>Account</th>
<th>Product</th>
<th>Status</th>
<th class="num">Principal</th>
<th class="num">Outstanding</th>
<th>Disbursed</th>
</tr>
</thead>
<tbody>
@for (l of alert.clientLoans; track l.id) {
<tr>
<td class="cic-mono">{{ l.accountNo }}</td>
<td>{{ l.productName }}</td>
<td>{{ l.status }}</td>
<td class="num">{{ l.principal | number: '1.0-0' }}</td>
<td class="num">{{ l.outstanding | number: '1.0-0' }}</td>
<td>{{ l.disbursedOn | date: 'dd MMM yyyy' }}</td>
</tr>
}
</tbody>
</table>
</div>
} @else {
<div class="muted" style="font-size: 13px">
No loan with us. A customer with deposits only who is borrowing elsewhere may be a cross-sell opportunity.
</div>
}
</div>
}
@if (alert.otherAlertsOfCustomer?.length) {
<div class="cic-card" style="margin-top: 14px; margin-bottom: 0">
<h2>
All enquiries on this customer
<span class="cic-card-sub">{{ customerEnquiries.length }} in total</span>
</h2>
<div class="cic-table-wrap">
<table class="cic-table">
<thead>
<tr>
<th>Date</th>
<th>Loan type</th>
<th class="num">Amount</th>
<th>Status</th>
</tr>
</thead>
<tbody>
@for (o of customerEnquiries; track o.id) {
<tr
class="clickable"
[style.background]="o.id === alert.id ? '#eef4ff' : null"
(click)="o.id !== alert.id && openOther(o.id)"
>
<td>{{ o.enquiryDate | date: 'dd MMM yyyy' }}</td>
<td>
{{ o.loanType }}
@if (o.id === alert.id) {
<b>(shown above)</b>
}
</td>
<td class="num">{{ o.amount | number: '1.0-0' }}</td>
<td>
<span class="cic-badge" [class]="'cic-badge ' + statusTone(o.status)">{{ o.status }}</span>
</td>
</tr>
}
</tbody>
</table>
</div>
</div>
}
@if (alert.remarks || alert.actionedByName) {
<div class="cic-alert info" style="margin-top: 14px">
<b>{{ alert.status }}</b> by {{ alert.actionedByName }} on {{ alert.actionedOn | slice: 0 : 16 }}
@if (alert.remarks) {
— {{ alert.remarks }}
}
</div>
}
<ng-container *mifosxHasPermission="'UPDATE_CICALERT'">
@if (action) {
<div class="cic-field" style="margin-top: 14px">
<label>{{ action === 'ACTIONED' ? 'What was done' : 'Reason for dismissing' }}</label>
<textarea rows="3" [(ngModel)]="remarks" maxlength="1000"></textarea>
</div>
}
<div class="foot">
@if (action) {
<button class="cic-btn" (click)="action = null">Cancel</button>
<button class="cic-btn primary" (click)="confirmAction()" [disabled]="saving">
{{ action === 'ACTIONED' ? 'Save as actioned' : 'Dismiss alert' }}
</button>
} @else {
@if (alert.status === 'ACTIONED' || alert.status === 'DISMISSED') {
<button class="cic-btn" (click)="setStatus('SEEN', null)" [disabled]="saving">Reopen</button>
}
@if (alert.status !== 'DISMISSED') {
<button class="cic-btn danger" (click)="action = 'DISMISSED'">Dismiss</button>
}
@if (alert.status !== 'ACTIONED') {
<button class="cic-btn primary" (click)="action = 'ACTIONED'">Mark actioned</button>
}
}
</div>
</ng-container>
<div style="margin-top: 12px">
<button class="cic-btn sm" (click)="showRaw = !showRaw">{{ showRaw ? 'Hide' : 'Show' }} bureau data</button>
@if (showRaw) {
<pre class="cic-code" style="margin-top: 8px">{{ rawText() }}</pre>
}
</div>
}
</div>
</div>
@@ -0,0 +1,181 @@
/**
* 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 { CommonModule } from '@angular/common';
import { Component, EventEmitter, Input, OnChanges, Output, inject } from '@angular/core';
import { FormsModule } from '@angular/forms';
import { MatDialog, MatDialogModule } from '@angular/material/dialog';
import { RouterModule } from '@angular/router';
import { HasPermissionDirective } from 'app/directives/has-permission/has-permission.directive';
import {
CustomerSearchDialogComponent,
CustomerSearchResult
} from 'app/shared/customer-search-dialog/customer-search-dialog.component';
import { CIC_MATCH_LABELS, CicAlert, CicService, cicError, cicStatusTone } from '../cic.service';
/**
* One enquiry alert: which of our customers applied elsewhere (the CIC does not name the lender), for what loan and
* how much; the customer's
* loans with us and earlier alerts; and the follow-up (seen / actioned / dismissed, or linking an unmatched alert).
*/
@Component({
selector: 'mifosx-cic-alert-detail',
standalone: true,
imports: [
CommonModule,
FormsModule,
RouterModule,
MatDialogModule,
HasPermissionDirective
],
templateUrl: './cic-alert-detail.component.html',
styleUrls: ['../cic-shared.scss']
})
export class CicAlertDetailComponent implements OnChanges {
private cic = inject(CicService);
private dialog = inject(MatDialog);
@Input() alertId: number | null = null;
@Output() closed = new EventEmitter<void>();
@Output() changed = new EventEmitter<CicAlert>();
alert: CicAlert | null = null;
loading = false;
saving = false;
error: string | null = null;
info: string | null = null;
showRaw = false;
/** Alerts visited before the current one, so the user can go back after opening another enquiry of the customer. */
history: number[] = [];
private autoSeen = true;
action: 'ACTIONED' | 'DISMISSED' | null = null;
remarks = '';
readonly matchLabels = CIC_MATCH_LABELS;
readonly statusTone = cicStatusTone;
ngOnChanges(): void {
this.history = [];
this.autoSeen = true;
if (this.alertId) this.load();
}
openOther(id: number): void {
if (this.alertId) this.history.push(this.alertId);
this.alertId = id;
// Only the alert opened from the dashboard counts as "seen"; browsing the customer's other enquiries changes nothing.
this.autoSeen = false;
this.load();
}
back(): void {
const id = this.history.pop();
if (!id) return;
this.alertId = id;
this.autoSeen = false;
this.load();
}
load(): void {
if (!this.alertId) return;
this.loading = true;
this.error = null;
this.info = null;
this.action = null;
this.remarks = '';
this.cic.alert(this.alertId).subscribe({
next: (a) => {
this.alert = a;
this.loading = false;
setTimeout(() => document.querySelector('.cic-modal')?.scrollTo({ top: 0 }));
// Opening a new alert is seeing it.
if (this.autoSeen && a.status === 'NEW' && a.clientId) this.setStatus('SEEN', null, true);
},
error: (e) => {
this.loading = false;
this.error = cicError(e, 'Could not load the alert.');
}
});
}
setStatus(status: string, remarks: string | null, quiet = false): void {
if (!this.alert) return;
this.saving = true;
this.error = null;
this.cic.updateStatus(this.alert.id, status, remarks).subscribe({
next: (a) => {
this.saving = false;
this.alert = a;
this.action = null;
this.remarks = '';
if (!quiet) this.info = `Alert marked ${status.toLowerCase()}.`;
this.changed.emit(a);
},
error: (e) => {
this.saving = false;
// A user without UPDATE_CICALERT can still read; the automatic "seen" is then simply skipped.
if (!quiet) this.error = cicError(e, 'Could not update the alert.');
}
});
}
confirmAction(): void {
if (!this.action) return;
if (!this.remarks.trim()) {
this.error =
this.action === 'ACTIONED'
? 'Write what was done (customer contacted, retention offer made, limit reviewed ...).'
: 'Write why the alert is dismissed.';
return;
}
this.setStatus(this.action, this.remarks.trim());
}
linkCustomer(): void {
if (!this.alert) return;
this.dialog
.open(CustomerSearchDialogComponent, { width: '960px', maxWidth: '95vw', data: { requireAccount: false } })
.afterClosed()
.subscribe((r: CustomerSearchResult | undefined) => {
if (!r?.clientId || !this.alert) return;
this.saving = true;
this.cic.linkClient(this.alert.id, r.clientId).subscribe({
next: (a) => {
this.saving = false;
this.alert = a;
this.info = `Alert linked to ${a.clientName}.`;
this.changed.emit(a);
},
error: (e) => {
this.saving = false;
this.error = cicError(e, 'Could not link the customer.');
}
});
});
}
/** All of the customer's enquiries, this one included, in a fixed order so the list does not reshuffle when one is opened. */
get customerEnquiries(): CicAlert[] {
if (!this.alert) return [];
return [
this.alert,
...(this.alert.otherAlertsOfCustomer ?? [])
].sort((x, y) => (y.enquiryDate ?? '').localeCompare(x.enquiryDate ?? '') || y.id - x.id);
}
get exposure(): number {
return (this.alert?.clientLoans ?? []).reduce((s, l) => s + Number(l.outstanding ?? 0), 0);
}
rawText(): string {
return JSON.stringify(this.alert?.raw ?? {}, null, 2);
}
}
@@ -0,0 +1,262 @@
<!--
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="cic-page">
<div class="cic-head">
<div>
<h1>Credit Bureau — Customer Enquiry Alerts</h1>
<p>
Our customers who applied for a loan at another bank or NBFC, as reported by the CIC (CIBIL, Experian, Equifax,
CRIF): what loan and how much. The CIC does not tell which bank or lender it was.
</p>
</div>
<div class="cic-actions">
<select [(ngModel)]="days" (ngModelChange)="load()" class="cic-btn" style="padding-right: 8px">
<option [ngValue]="7">Last 7 days</option>
<option [ngValue]="30">Last 30 days</option>
<option [ngValue]="90">Last 90 days</option>
<option [ngValue]="180">Last 180 days</option>
</select>
<a class="cic-btn" routerLink="/credit-bureau/fetch-log">Fetch log</a>
@if (whitelisted.length) {
<button
class="cic-btn primary"
(click)="fetchNow('ALL')"
[disabled]="fetching !== null"
*mifosxHasPermission="'FETCH_CICALERT'"
>
{{ fetching === 'ALL' ? 'Fetching…' : 'Fetch alerts now' }}
</button>
}
</div>
</div>
@if (error) {
<div class="cic-alert error">{{ error }}</div>
}
@if (info) {
<div class="cic-alert success">{{ info }}</div>
}
@if (data && !whitelisted.length) {
<div class="cic-alert warn">
No CIC is whitelisted yet, so no alerts are being received. Switch a bureau on (CIBIL, Experian, Equifax or CRIF)
under AI / Intelligence Modules → API Management → API Vendors &amp; Setup.
</div>
}
@if (loading && !data) {
<div class="cic-card cic-empty">Loading…</div>
}
@if (data) {
<div class="cic-grid cols-4" style="margin-bottom: 16px">
<div class="cic-stat">
<div class="k">New alerts</div>
<div class="v" [class.tone-bad]="data.newAlerts > 0">{{ data.newAlerts }}</div>
<div class="s">not yet looked at</div>
</div>
<div class="cic-stat">
<div class="k">Customers enquired elsewhere</div>
<div class="v">{{ data.customersInPeriod }}</div>
<div class="s">{{ data.alertsInPeriod }} enquiries · last {{ days }} days</div>
</div>
<div class="cic-stat">
<div class="k">Amount applied elsewhere</div>
<div class="v">₹{{ data.amountInPeriod | number: '1.0-0' }}</div>
<div class="s">in total · last {{ days }} days</div>
</div>
<div class="cic-stat">
<div class="k">Unmatched alerts</div>
<div class="v" [class.tone-warn]="data.unmatchedOpen > 0">{{ data.unmatchedOpen }}</div>
<div class="s">bureau sent, customer not found · {{ data.receivedToday }} received today</div>
</div>
</div>
<!-- Recent -->
<div class="cic-card">
<h2>Latest enquiries on our customers</h2>
@if (data.recent?.length) {
<div class="cic-table-wrap">
<table class="cic-table">
<thead>
<tr>
<th>Enquiry date</th>
<th>Our customer</th>
<th>Branch</th>
<th>Loan type</th>
<th class="num">Amount (₹)</th>
<th>Purpose</th>
<th>Bureau</th>
<th>Status</th>
</tr>
</thead>
<tbody>
@for (a of data.recent; track a.id) {
<tr class="clickable" (click)="openAlertId = a.id">
<td>{{ a.enquiryDate | date: 'dd MMM yyyy' }}</td>
<td>
<b>{{ a.clientName }}</b>
<div class="muted" style="font-size: 11px">{{ a.clientAccountNo }}</div>
</td>
<td>{{ a.officeName }}</td>
<td>{{ a.loanType }}</td>
<td class="num">{{ a.amount | number: '1.0-0' }}</td>
<td>{{ a.purpose }}</td>
<td>{{ a.bureauCode }}</td>
<td>
<span class="cic-badge" [class]="'cic-badge ' + statusTone(a.status)">{{ a.status }}</span>
</td>
</tr>
}
</tbody>
</table>
</div>
} @else {
<div class="cic-empty">
No enquiry alerts yet. They appear here as soon as a CIC reports one of our customers.
</div>
}
</div>
<div class="cic-split">
<!-- Repeat customers -->
<div class="cic-card">
<h2>
Customers applying elsewhere repeatedly
<span class="cic-card-sub">2+ enquiries · last {{ days }} days</span>
</h2>
@if (data.repeatCustomers?.length) {
<div class="cic-table-wrap">
<table class="cic-table">
<thead>
<tr>
<th>Customer</th>
<th class="num">Enquiries</th>
<th class="num">Total applied (₹)</th>
<th>Last</th>
</tr>
</thead>
<tbody>
@for (c of data.repeatCustomers; track c.clientId) {
<tr>
<td>
<b>{{ c.clientName }}</b>
<div class="muted" style="font-size: 11px">{{ c.accountNo }}</div>
</td>
<td class="num tone-bad">
<b>{{ c.alerts }}</b>
</td>
<td class="num">{{ c.amount | number: '1.0-0' }}</td>
<td>{{ c.lastEnquiryDate | date: 'dd MMM' }}</td>
</tr>
}
</tbody>
</table>
</div>
} @else {
<div class="cic-empty">No customer has more than one enquiry in this period.</div>
}
</div>
<!-- Trend -->
<div class="cic-card">
<h2>Enquiries per day <span class="cic-card-sub">last 14 days</span></h2>
<div class="cic-trend">
@for (p of data.trend14Days; track p.date) {
<div
class="col"
[title]="(p.date | date: 'dd MMM') + ': ' + p.count + ' enquiries, ₹' + (p.amount | number: '1.0-0')"
>
<span class="n">{{ p.count || '' }}</span>
<div class="bar" [style.height.%]="pct(p.count, data.trend14Days, 'count')"></div>
<span class="d">{{ p.date | date: 'dd' }}</span>
</div>
}
</div>
</div>
</div>
<div>
<div class="cic-card" style="margin-bottom: 0">
<h2>By loan type</h2>
@for (g of data.byLoanType; track g.label) {
<div style="margin-bottom: 10px">
<div style="display: flex; justify-content: space-between; font-size: 12px; margin-bottom: 4px">
<span>{{ g.label }}</span>
<span class="muted">{{ g.count }} · ₹{{ g.amount | number: '1.0-0' }}</span>
</div>
<div class="cic-bar"><div [style.width.%]="pct(g.count, data.byLoanType, 'count')"></div></div>
</div>
} @empty {
<div class="cic-empty">No data.</div>
}
</div>
</div>
<!-- Bureau fetch status -->
<div class="cic-card" style="margin-top: 16px">
<h2>
Alert feed from each CIC
<a class="cic-btn sm" routerLink="/credit-bureau/fetch-log">Fetch log</a>
</h2>
<div class="cic-grid cols-4">
@for (b of data.bureaus; track b.id) {
<div class="cic-stat">
<div style="display: flex; justify-content: space-between; align-items: center; gap: 6px">
<b>{{ b.code }}</b>
<span class="cic-badge" [class.good]="b.whitelisted">{{ b.whitelisted ? 'Whitelisted' : 'Off' }}</span>
</div>
<div class="s" style="margin-top: 6px">
{{ b.environment }} · {{ b.autoFetch ? 'auto every ' + b.intervalMin + ' min' : 'manual fetch only' }}
</div>
<div class="s">
Last fetch:
@if (b.lastFetchOn) {
<span class="cic-badge" [class]="'cic-badge ' + fetchTone(b.lastFetchStatus)">{{
b.lastFetchStatus
}}</span>
{{ b.lastFetchOn | slice: 0 : 16 }}
} @else {
never
}
</div>
@if (b.lastFetchMessage) {
<div class="s" style="font-size: 11px">{{ b.lastFetchMessage }}</div>
}
<div class="s" style="font-size: 11px; margin-top: 4px">
@if (b.environment === 'SIMULATOR') {
Simulator: no call goes to {{ b.code }}; the alerts are made up by the CBS for testing.
} @else {
Calls {{ b.code }} {{ b.environment }} with the API set up under API Management.
}
</div>
@if (b.whitelisted) {
<button
class="cic-btn sm"
style="margin-top: 8px"
(click)="fetchNow(b.id)"
[disabled]="fetching !== null"
*mifosxHasPermission="'FETCH_CICALERT'"
>
{{ fetching === b.id ? 'Fetching…' : 'Fetch now' }}
</button>
}
<a class="cic-btn sm" style="margin-top: 8px; margin-left: 4px" [routerLink]="setupRoute(b.code)">Set up</a>
</div>
}
</div>
</div>
}
</div>
@if (openAlertId) {
<mifosx-cic-alert-detail
[alertId]="openAlertId"
(closed)="openAlertId = null"
(changed)="onChanged()"
></mifosx-cic-alert-detail>
}
@@ -0,0 +1,130 @@
/**
* 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 { CommonModule } from '@angular/common';
import { Component, OnInit, inject } from '@angular/core';
import { FormsModule } from '@angular/forms';
import { RouterModule } from '@angular/router';
import { ApiManagementService } from 'app/api-management/api-management.service';
import { HasPermissionDirective } from 'app/directives/has-permission/has-permission.directive';
import { CicAlertDetailComponent } from '../cic-alert-detail/cic-alert-detail.component';
import { CicService, cicError, cicStatusTone } from '../cic.service';
/**
* Credit Bureau dashboard: our customers who applied for a loan at another bank / NBFC, as reported by the CICs -
* who, what loan and how much (the CIC does not name the lender) - with the customers applying elsewhere repeatedly,
* the loan types, the trend, and the fetch status of each bureau. Each bureau is set up under API Management → API
* Vendors & Setup.
*/
@Component({
selector: 'mifosx-cic-dashboard',
standalone: true,
imports: [
CommonModule,
FormsModule,
RouterModule,
HasPermissionDirective,
CicAlertDetailComponent
],
templateUrl: './cic-dashboard.component.html',
styleUrls: ['../cic-shared.scss']
})
export class CicDashboardComponent implements OnInit {
private cic = inject(CicService);
private apis = inject(ApiManagementService);
/** Each bureau is set up as a vendor under API Management (connection, whitelist, request / response mapping). */
setupRoute(code: string): any[] {
const v = this.apis.vendorByCode(code);
return v ? [
'/api-management/vendors',
v.id
] : ['/api-management/vendors'];
}
days = 30;
loading = false;
error: string | null = null;
info: string | null = null;
data: any = null;
fetching: number | 'ALL' | null = null;
openAlertId: number | null = null;
readonly statusTone = cicStatusTone;
ngOnInit(): void {
this.load();
}
load(): void {
this.loading = true;
this.error = null;
this.cic.dashboard(this.days).subscribe({
next: (d) => {
this.data = d;
this.loading = false;
},
error: (e) => {
this.error = cicError(e, 'Could not load the credit bureau dashboard.');
this.loading = false;
}
});
}
get whitelisted(): any[] {
return (this.data?.bureaus ?? []).filter((b: any) => b.whitelisted);
}
/** Fetch now from one bureau, or from every whitelisted bureau in turn. */
fetchNow(bureauId: number | 'ALL'): void {
const ids = bureauId === 'ALL' ? this.whitelisted.map((b) => b.id as number) : [bureauId];
if (!ids.length) return;
this.fetching = bureauId;
this.error = null;
this.info = null;
const messages: string[] = [];
const next = (i: number) => {
if (i >= ids.length) {
this.fetching = null;
this.info = messages.join(' · ');
this.load();
return;
}
this.cic.fetch(ids[i]).subscribe({
next: (run) => {
messages.push(
`${run.bureauCode}: ${run.status === 'SUCCESS' ? run.newAlerts + ' new alert(s)' : 'failed - ' + run.message}`
);
next(i + 1);
},
error: (e) => {
messages.push(cicError(e, 'Fetch failed.'));
next(i + 1);
}
});
};
next(0);
}
max(list: any[] | undefined, key: string): number {
return Math.max(1, ...(list ?? []).map((x) => Number(x[key] ?? 0)));
}
pct(value: any, list: any[] | undefined, key: string): number {
return Math.round((Number(value ?? 0) / this.max(list, key)) * 100);
}
onChanged(): void {
this.load();
}
fetchTone(status?: string): string {
return status === 'SUCCESS' ? 'good' : status === 'FAILED' ? 'bad' : '';
}
}
@@ -0,0 +1,126 @@
<!--
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="cic-page">
<div class="cic-head">
<div>
<h1>Fetch Log</h1>
<p>Every time the CBS asked a CIC for enquiry alerts: when, how many came, how many were our customers.</p>
</div>
<div class="cic-actions">
<a class="cic-btn" routerLink="/credit-bureau/dashboard">← Dashboard</a>
</div>
</div>
@if (error) {
<div class="cic-alert error">{{ error }}</div>
}
<div class="cic-card">
<h2>
Fetches
<span class="cic-actions">
<select [(ngModel)]="bureauId" (ngModelChange)="filterChanged()" class="cic-btn sm">
<option value="">All bureaus</option>
@for (b of bureaus; track b.id) {
<option [value]="b.id">{{ b.code }}</option>
}
</select>
<button class="cic-btn sm" (click)="load()">Refresh</button>
</span>
</h2>
@if (loading && !runs.length) {
<div class="cic-empty">Loading…</div>
} @else if (!runs.length) {
<div class="cic-empty">No fetch has run yet.</div>
} @else {
<div class="cic-table-wrap">
<table class="cic-table">
<thead>
<tr>
<th>Run</th>
<th>Bureau</th>
<th>How</th>
<th>Window</th>
<th>Status</th>
<th class="num">Received</th>
<th class="num">New</th>
<th class="num">Matched</th>
<th class="num">Unmatched</th>
<th class="num">Already had</th>
<th class="num">Own bank</th>
<th>By</th>
<th>When</th>
</tr>
</thead>
<tbody>
@for (r of runs; track r.id) {
<tr class="clickable" (click)="view(r)">
<td class="cic-mono">{{ r.runRef }}</td>
<td>{{ r.bureauCode }}</td>
<td>{{ r.trigger }}</td>
<td>{{ r.fromDate | date: 'dd MMM' }} – {{ r.toDate | date: 'dd MMM yy' }}</td>
<td>
<span class="cic-badge" [class]="'cic-badge ' + tone(r.status)">{{ r.status }}</span>
</td>
<td class="num">{{ r.received }}</td>
<td class="num">
<b>{{ r.newAlerts }}</b>
</td>
<td class="num">{{ r.matched }}</td>
<td class="num">{{ r.unmatched }}</td>
<td class="num">{{ r.duplicates }}</td>
<td class="num">{{ r.ownBank }}</td>
<td>{{ r.triggeredByName }}</td>
<td>{{ r.startedOn | slice: 0 : 16 }}</td>
</tr>
}
</tbody>
</table>
</div>
<div class="cic-pager">
<span>{{ offset + 1 }}–{{ offset + runs.length }} of {{ total }}</span>
<span class="cic-actions">
<button class="cic-btn sm" (click)="page(-1)" [disabled]="offset === 0">Previous</button>
<button class="cic-btn sm" (click)="page(1)" [disabled]="offset + limit >= total">Next</button>
</span>
</div>
}
</div>
</div>
@if (viewing) {
<div class="cic-modal-backdrop" (click)="viewing = null">
<div class="cic-modal" style="width: min(1000px, 100%)" (click)="$event.stopPropagation()">
<h3>{{ viewing.runRef }} · {{ viewing.bureauCode }} · {{ viewing.status }}</h3>
<div
class="cic-alert"
[class.success]="viewing.status === 'SUCCESS'"
[class.error]="viewing.status !== 'SUCCESS'"
>
{{ viewing.message }}
@if (viewing.httpStatus) {
(HTTP {{ viewing.httpStatus }}, {{ viewing.durationMs }} ms)
}
</div>
<div class="cic-split">
<div>
<h4 style="margin: 0 0 6px; font-size: 13px">Request</h4>
<pre class="cic-code">{{ pretty(viewing.request) || '—' }}</pre>
</div>
<div>
<h4 style="margin: 0 0 6px; font-size: 13px">Response</h4>
<pre class="cic-code">{{ pretty(viewing.response) || '—' }}</pre>
</div>
</div>
<div class="foot">
<button class="cic-btn" (click)="viewing = null">Close</button>
</div>
</div>
</div>
}
@@ -0,0 +1,91 @@
/**
* 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 { CommonModule } from '@angular/common';
import { Component, OnInit, inject } from '@angular/core';
import { FormsModule } from '@angular/forms';
import { RouterModule } from '@angular/router';
import { CicBureau, CicFetchRun, CicService, cicError } from '../cic.service';
/** Log of every alert fetch from the CICs: when, how many alerts, how many matched, and the request / response. */
@Component({
selector: 'mifosx-cic-fetch-log',
standalone: true,
imports: [
CommonModule,
FormsModule,
RouterModule
],
templateUrl: './cic-fetch-log.component.html',
styleUrls: ['../cic-shared.scss']
})
export class CicFetchLogComponent implements OnInit {
private cic = inject(CicService);
bureaus: CicBureau[] = [];
runs: CicFetchRun[] = [];
total = 0;
offset = 0;
readonly limit = 20;
bureauId = '';
viewing: CicFetchRun | null = null;
loading = false;
error: string | null = null;
ngOnInit(): void {
this.cic.bureaus().subscribe({ next: (b) => (this.bureaus = b), error: () => (this.bureaus = []) });
this.load();
}
load(): void {
this.loading = true;
this.error = null;
this.cic.fetchRuns({ bureauId: this.bureauId, offset: this.offset, limit: this.limit }).subscribe({
next: (p) => {
this.runs = p.pageItems;
this.total = p.totalFilteredRecords;
this.loading = false;
},
error: (e) => {
this.error = cicError(e, 'Could not load the fetch log.');
this.loading = false;
}
});
}
filterChanged(): void {
this.offset = 0;
this.load();
}
page(delta: number): void {
this.offset = Math.max(0, this.offset + delta * this.limit);
this.load();
}
view(r: CicFetchRun): void {
this.cic.fetchRun(r.id).subscribe({
next: (full) => (this.viewing = full),
error: (e) => (this.error = cicError(e))
});
}
pretty(text?: string | null): string {
if (!text) return '';
try {
return JSON.stringify(JSON.parse(text), null, 2);
} catch {
return text;
}
}
tone(status: string): string {
return status === 'SUCCESS' ? 'good' : status === 'FAILED' ? 'bad' : 'warn';
}
}
+627
View File
@@ -0,0 +1,627 @@
/**
* 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/.
*/
/* Shared look for the Credit Bureau (CIC) screens. */
:host {
--cic-ink: #0f172a;
--cic-muted: #64748b;
--cic-line: #e2e8f0;
--cic-soft: #f8fafc;
--cic-brand: #1d4ed8;
--cic-brand-soft: #eff6ff;
--cic-good: #047857;
--cic-good-soft: #ecfdf5;
--cic-ok: #0369a1;
--cic-ok-soft: #f0f9ff;
--cic-warn: #b45309;
--cic-warn-soft: #fffbeb;
--cic-bad: #b91c1c;
--cic-bad-soft: #fef2f2;
display: block;
color: var(--cic-ink);
}
.cic-page {
padding: 20px 24px 40px;
max-width: 1440px;
margin: 0 auto;
}
.cic-head {
display: flex;
align-items: flex-start;
justify-content: space-between;
gap: 16px;
margin-bottom: 18px;
flex-wrap: wrap;
h1 {
margin: 0;
font-size: 22px;
font-weight: 700;
letter-spacing: -0.01em;
}
p {
margin: 4px 0 0;
color: var(--cic-muted);
font-size: 13px;
}
}
.cic-actions {
display: flex;
gap: 8px;
flex-wrap: wrap;
align-items: center;
}
.cic-card {
background: #fff;
border: 1px solid var(--cic-line);
border-radius: 12px;
padding: 18px 20px;
margin-bottom: 16px;
box-shadow: 0 1px 2px rgb(15 23 42 / 4%);
> h2,
.cic-card-title {
margin: 0 0 14px;
font-size: 15px;
font-weight: 700;
display: flex;
align-items: center;
justify-content: space-between;
gap: 10px;
}
.cic-card-sub {
color: var(--cic-muted);
font-size: 12px;
font-weight: 500;
}
}
.cic-grid {
display: grid;
gap: 14px;
&.cols-2 {
grid-template-columns: repeat(2, minmax(0, 1fr));
}
&.cols-3 {
grid-template-columns: repeat(3, minmax(0, 1fr));
}
&.cols-4 {
grid-template-columns: repeat(4, minmax(0, 1fr));
}
@media (width <= 960px) {
&.cols-3,
&.cols-4 {
grid-template-columns: repeat(2, minmax(0, 1fr));
}
}
@media (width <= 640px) {
&.cols-2,
&.cols-3,
&.cols-4 {
grid-template-columns: 1fr;
}
}
}
.cic-split {
display: grid;
grid-template-columns: minmax(0, 1.1fr) minmax(0, 0.9fr);
gap: 16px;
@media (width <= 1100px) {
grid-template-columns: 1fr;
}
}
.cic-stat {
background: #fff;
border: 1px solid var(--cic-line);
border-radius: 12px;
padding: 14px 16px;
.k {
font-size: 12px;
color: var(--cic-muted);
font-weight: 600;
text-transform: uppercase;
letter-spacing: 0.04em;
}
.v {
font-size: 24px;
font-weight: 700;
margin-top: 6px;
font-variant-numeric: tabular-nums;
}
.s {
font-size: 12px;
color: var(--cic-muted);
margin-top: 2px;
}
}
.cic-field {
display: flex;
flex-direction: column;
gap: 5px;
min-width: 0;
label {
font-size: 12px;
font-weight: 600;
color: #334155;
}
.hint {
font-size: 11px;
color: var(--cic-muted);
}
input,
select,
textarea {
width: 100%;
border: 1px solid #cbd5e1;
border-radius: 8px;
padding: 8px 10px;
font-size: 13px;
font-family: inherit;
background: #fff;
color: var(--cic-ink);
box-sizing: border-box;
&:focus {
outline: none;
border-color: var(--cic-brand);
box-shadow: 0 0 0 3px rgb(29 78 216 / 12%);
}
&:disabled {
background: var(--cic-soft);
color: var(--cic-muted);
}
}
textarea {
resize: vertical;
min-height: 90px;
}
}
.cic-mono,
textarea.cic-mono {
font-family: 'JetBrains Mono', 'Fira Code', Consolas, monospace !important;
font-size: 12px !important;
}
.cic-btn {
display: inline-flex;
align-items: center;
gap: 6px;
border: 1px solid var(--cic-line);
background: #fff;
color: var(--cic-ink);
border-radius: 8px;
padding: 8px 14px;
font-size: 13px;
font-weight: 600;
cursor: pointer;
white-space: nowrap;
&:hover:not(:disabled) {
background: var(--cic-soft);
}
&:disabled {
opacity: 0.55;
cursor: not-allowed;
}
&.primary {
background: var(--cic-brand);
border-color: var(--cic-brand);
color: #fff;
&:hover:not(:disabled) {
background: #1e40af;
}
}
&.danger {
color: var(--cic-bad);
border-color: #fecaca;
&:hover:not(:disabled) {
background: var(--cic-bad-soft);
}
}
&.sm {
padding: 5px 10px;
font-size: 12px;
}
}
.cic-badge {
display: inline-flex;
align-items: center;
gap: 4px;
padding: 2px 9px;
border-radius: 999px;
font-size: 11px;
font-weight: 700;
letter-spacing: 0.02em;
background: var(--cic-soft);
color: var(--cic-muted);
border: 1px solid var(--cic-line);
white-space: nowrap;
&.good {
background: var(--cic-good-soft);
color: var(--cic-good);
border-color: #a7f3d0;
}
&.ok {
background: var(--cic-ok-soft);
color: var(--cic-ok);
border-color: #bae6fd;
}
&.warn {
background: var(--cic-warn-soft);
color: var(--cic-warn);
border-color: #fde68a;
}
&.bad {
background: var(--cic-bad-soft);
color: var(--cic-bad);
border-color: #fecaca;
}
&.brand {
background: var(--cic-brand-soft);
color: var(--cic-brand);
border-color: #bfdbfe;
}
}
.cic-alert {
border-radius: 10px;
padding: 10px 14px;
font-size: 13px;
margin-bottom: 14px;
border: 1px solid;
&.error {
background: var(--cic-bad-soft);
border-color: #fecaca;
color: var(--cic-bad);
}
&.success {
background: var(--cic-good-soft);
border-color: #a7f3d0;
color: var(--cic-good);
}
&.info {
background: var(--cic-brand-soft);
border-color: #bfdbfe;
color: #1e3a8a;
}
&.warn {
background: var(--cic-warn-soft);
border-color: #fde68a;
color: var(--cic-warn);
}
ul {
margin: 6px 0 0;
padding-left: 18px;
}
}
.cic-table-wrap {
overflow-x: auto;
border: 1px solid var(--cic-line);
border-radius: 10px;
}
.cic-table {
width: 100%;
border-collapse: collapse;
font-size: 13px;
th {
text-align: left;
font-size: 11px;
text-transform: uppercase;
letter-spacing: 0.05em;
color: var(--cic-muted);
font-weight: 700;
background: var(--cic-soft);
padding: 9px 12px;
border-bottom: 1px solid var(--cic-line);
white-space: nowrap;
}
td {
padding: 9px 12px;
border-bottom: 1px solid #f1f5f9;
vertical-align: middle;
}
tr:last-child td {
border-bottom: none;
}
tr.clickable {
cursor: pointer;
&:hover td {
background: #f8fafc;
}
}
.num {
text-align: right;
font-variant-numeric: tabular-nums;
}
td input,
td select {
width: 100%;
border: 1px solid #cbd5e1;
border-radius: 6px;
padding: 5px 7px;
font-size: 12px;
box-sizing: border-box;
background: #fff;
}
}
.cic-empty {
text-align: center;
color: var(--cic-muted);
padding: 28px 12px;
font-size: 13px;
}
.cic-pager {
display: flex;
justify-content: space-between;
align-items: center;
margin-top: 12px;
font-size: 12px;
color: var(--cic-muted);
}
.cic-switch {
position: relative;
display: inline-block;
width: 40px;
height: 22px;
flex: none;
input {
opacity: 0;
width: 0;
height: 0;
}
span {
position: absolute;
inset: 0;
background: #cbd5e1;
border-radius: 999px;
transition: background 0.15s;
cursor: pointer;
&::before {
content: '';
position: absolute;
width: 16px;
height: 16px;
left: 3px;
top: 3px;
background: #fff;
border-radius: 50%;
transition: transform 0.15s;
box-shadow: 0 1px 2px rgb(0 0 0 / 20%);
}
}
input:checked + span {
background: var(--cic-good);
}
input:checked + span::before {
transform: translateX(18px);
}
input:disabled + span {
opacity: 0.5;
cursor: not-allowed;
}
}
.cic-tabs {
display: flex;
gap: 4px;
border-bottom: 1px solid var(--cic-line);
margin-bottom: 14px;
flex-wrap: wrap;
button {
border: none;
background: none;
padding: 9px 14px;
font-size: 13px;
font-weight: 600;
color: var(--cic-muted);
cursor: pointer;
border-bottom: 2px solid transparent;
margin-bottom: -1px;
&.active {
color: var(--cic-brand);
border-bottom-color: var(--cic-brand);
}
}
}
.cic-kv {
display: grid;
grid-template-columns: 170px minmax(0, 1fr);
gap: 7px 12px;
font-size: 13px;
dt {
color: var(--cic-muted);
}
dd {
margin: 0;
font-weight: 600;
word-break: break-word;
}
}
.cic-code {
background: #0f172a;
color: #e2e8f0;
border-radius: 10px;
padding: 12px 14px;
font-family: 'JetBrains Mono', 'Fira Code', Consolas, monospace;
font-size: 12px;
white-space: pre-wrap;
word-break: break-all;
max-height: 420px;
overflow: auto;
margin: 0;
}
.cic-trend {
display: flex;
align-items: flex-end;
gap: 6px;
height: 180px;
padding-top: 6px;
.col {
flex: 1;
display: flex;
flex-direction: column;
align-items: center;
justify-content: flex-end;
height: 100%;
min-width: 0;
}
.bar {
width: 100%;
max-width: 28px;
min-height: 2px;
background: var(--cic-brand);
border-radius: 4px 4px 0 0;
}
.n {
font-size: 10px;
color: var(--cic-muted);
margin-bottom: 2px;
}
.d {
font-size: 10px;
color: var(--cic-muted);
margin-top: 4px;
}
}
.cic-modal-backdrop {
position: fixed;
inset: 0;
background: rgb(15 23 42 / 45%);
z-index: 1000;
display: grid;
place-items: center;
padding: 16px;
}
.cic-modal {
background: #fff;
border-radius: 14px;
width: min(640px, 100%);
max-height: 90vh;
overflow: auto;
padding: 20px 22px;
box-shadow: 0 20px 50px rgb(15 23 42 / 25%);
h3 {
margin: 0 0 12px;
font-size: 16px;
}
.foot {
display: flex;
justify-content: flex-end;
gap: 8px;
margin-top: 16px;
}
}
.cic-bar {
height: 8px;
border-radius: 999px;
background: #f1f5f9;
overflow: hidden;
> div {
height: 100%;
background: var(--cic-brand);
border-radius: 999px;
}
}
.muted {
color: var(--cic-muted);
}
.tone-good {
color: var(--cic-good);
}
.tone-ok {
color: var(--cic-ok);
}
.tone-warn {
color: var(--cic-warn);
}
.tone-bad {
color: var(--cic-bad);
}
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/**
* 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 { HttpClient, HttpContext, HttpParams } from '@angular/common/http';
import { Injectable, inject } from '@angular/core';
import { Observable } from 'rxjs';
import { SILENT_HTTP_ERROR } from '../core/http/silent-error.token';
/** A credit bureau (CIC) as configured for the bank. Never carries the secret itself. */
export interface CicBureau {
id: number;
code: string;
name: string;
description?: string;
whitelisted: boolean;
isDefault: boolean;
environment: 'SIMULATOR' | 'UAT' | 'PRODUCTION';
baseUrl?: string;
memberCode?: string;
authType: string;
username?: string;
apiKeyHeader?: string;
hasSecret: boolean;
tokenUrl?: string;
clientId?: string;
timeoutMs: number;
alertAutoFetch: boolean;
alertFetchIntervalMin: number;
alertLookbackDays: number;
lastFetchOn?: string;
lastFetchStatus?: string;
lastFetchMessage?: string;
lastTestStatus?: string;
lastTestMessage?: string;
lastTestedOn?: string;
updatedOn?: string;
activeEndpoints: number;
alertsLast30Days: number;
newAlerts: number;
}
export interface CicMapping {
id?: number;
sourceField: string | null;
targetField: string;
transform: string;
defaultValue: string | null;
mandatory: boolean;
sortOrder?: number;
}
export interface CicEndpoint {
bureauId: number;
endpointType: string;
exists: boolean;
id?: number;
httpMethod: string;
path?: string;
contentType: string;
headersJson: string;
baseBody: string;
isActive: boolean;
requestMappings: CicMapping[];
responseMappings: CicMapping[];
}
export interface CicCatalog {
environments: string[];
authTypes: string[];
endpointTypes: string[];
httpMethods: string[];
cbsFields: Record<string, string>;
resultFields: Record<string, string>;
rootFields: string[];
transforms: Record<string, string>;
alertStatuses: string[];
matchTypes: string[];
}
/** One enquiry made on our customer at another lender, as reported by the CIC. */
export interface CicAlert {
id: number;
bureauId: number;
bureauCode: string;
alertKey: string;
clientId?: number;
clientName?: string;
clientAccountNo?: string;
officeId?: number;
officeName?: string;
matchType: 'PAN' | 'AADHAAR' | 'CUSTOMER_REF' | 'MANUAL' | 'NONE';
customerName?: string;
panMasked?: string;
aadhaarMasked?: string;
customerRef?: string;
enquiryDate?: string;
loanType?: string;
amount?: number;
purpose?: string;
location?: string;
status: 'NEW' | 'SEEN' | 'ACTIONED' | 'DISMISSED';
remarks?: string;
actionedByName?: string;
actionedOn?: string;
receivedVia?: string;
receivedOn?: string;
raw?: any;
fetchRunId?: number;
otherAlertsOfCustomer?: CicAlert[];
clientLoans?: {
id: number;
accountNo: string;
productName: string;
status: string;
principal: number;
outstanding: number;
disbursedOn?: string;
}[];
}
export interface CicFetchRun {
id: number;
runRef: string;
bureauId: number;
bureauCode: string;
trigger: 'MANUAL' | 'SCHEDULED';
environment?: string;
fromDate?: string;
toDate?: string;
status: 'RUNNING' | 'SUCCESS' | 'FAILED';
httpStatus?: number;
received: number;
newAlerts: number;
matched: number;
unmatched: number;
duplicates: number;
ownBank: number;
message?: string;
durationMs?: number;
triggeredByName?: string;
startedOn: string;
request?: string;
response?: string;
}
export interface CicPage<T> {
totalFilteredRecords: number;
pageItems: T[];
}
export const CIC_MATCH_LABELS: Record<string, string> = {
PAN: 'PAN',
AADHAAR: 'Aadhaar',
CUSTOMER_REF: 'Customer ref',
MANUAL: 'Linked manually',
NONE: 'Not matched'
};
export function cicStatusTone(status: string): string {
return status === 'NEW' ? 'bad' : status === 'SEEN' ? 'warn' : status === 'ACTIONED' ? 'good' : '';
}
/** The server's own message for a failed call. */
export function cicError(err: any, fallback = 'Something went wrong. Please try again.'): string {
return (
err?.error?.errors?.[0]?.defaultUserMessage ??
err?.error?.defaultUserMessage ??
err?.error?.message ??
err?.message ??
fallback
);
}
@Injectable({ providedIn: 'root' })
export class CicService {
private http = inject(HttpClient);
private base = '/cic';
/** Errors are shown inline on these screens, so the global alert is suppressed. */
private silent = { context: new HttpContext().set(SILENT_HTTP_ERROR, true) };
catalog(): Observable<CicCatalog> {
return this.http.get<CicCatalog>(`${this.base}/catalog`, this.silent);
}
bureaus(whitelistedOnly = false): Observable<CicBureau[]> {
return this.http.get<CicBureau[]>(`${this.base}/bureaus`, {
...this.silent,
params: new HttpParams().set('whitelistedOnly', String(whitelistedOnly))
});
}
updateBureau(id: number, body: any): Observable<CicBureau> {
return this.http.put<CicBureau>(`${this.base}/bureaus/${id}`, body, this.silent);
}
setWhitelisted(id: number, whitelisted: boolean): Observable<CicBureau> {
return this.http.put<CicBureau>(`${this.base}/bureaus/${id}/whitelist`, { whitelisted }, this.silent);
}
testConnection(id: number): Observable<{ status: string; message: string }> {
return this.http.post<{ status: string; message: string }>(
`${this.base}/bureaus/${id}/test-connection`,
{},
this.silent
);
}
endpoint(bureauId: number, type: string): Observable<CicEndpoint> {
return this.http.get<CicEndpoint>(`${this.base}/bureaus/${bureauId}/endpoints/${type}`, this.silent);
}
saveEndpoint(bureauId: number, type: string, body: any): Observable<CicEndpoint> {
return this.http.put<CicEndpoint>(`${this.base}/bureaus/${bureauId}/endpoints/${type}`, body, this.silent);
}
preview(bureauId: number, body: { fromDate?: string; toDate?: string }): Observable<any> {
return this.http.post<any>(`${this.base}/bureaus/${bureauId}/preview`, body, this.silent);
}
parseTest(bureauId: number, content: string | null): Observable<any> {
return this.http.post<any>(`${this.base}/bureaus/${bureauId}/parse-test`, { content }, this.silent);
}
fetch(bureauId: number, body: { fromDate?: string; toDate?: string } = {}): Observable<CicFetchRun> {
return this.http.post<CicFetchRun>(`${this.base}/bureaus/${bureauId}/fetch`, body, this.silent);
}
fetchRuns(filter: Record<string, any>): Observable<CicPage<CicFetchRun>> {
return this.http.get<CicPage<CicFetchRun>>(`${this.base}/fetch-runs`, {
...this.silent,
params: this.params(filter)
});
}
fetchRun(id: number): Observable<CicFetchRun> {
return this.http.get<CicFetchRun>(`${this.base}/fetch-runs/${id}`, this.silent);
}
dashboard(days = 30): Observable<any> {
return this.http.get<any>(`${this.base}/dashboard`, {
...this.silent,
params: new HttpParams().set('days', String(days))
});
}
alert(id: number): Observable<CicAlert> {
return this.http.get<CicAlert>(`${this.base}/alerts/${id}`, this.silent);
}
updateStatus(id: number, status: string, remarks?: string | null): Observable<CicAlert> {
return this.http.put<CicAlert>(`${this.base}/alerts/${id}/status`, { status, remarks }, this.silent);
}
linkClient(id: number, clientId: number): Observable<CicAlert> {
return this.http.put<CicAlert>(`${this.base}/alerts/${id}/client`, { clientId }, this.silent);
}
private params(filter: Record<string, any>): HttpParams {
let params = new HttpParams();
Object.entries(filter).forEach(
([
k,
v
]) => {
if (v !== null && v !== undefined && v !== '') params = params.set(k, String(v));
}
);
return params;
}
}
@@ -0,0 +1,49 @@
/**
* 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 { NgModule } from '@angular/core';
import { Routes, RouterModule } from '@angular/router';
import { Route } from '../core/route/route.service';
import { CicDashboardComponent } from './cic-dashboard/cic-dashboard.component';
import { CicFetchLogComponent } from './cic-fetch-log/cic-fetch-log.component';
const routes: Routes = [
Route.withShell([
{
path: 'credit-bureau',
data: { title: 'Credit Bureau', breadcrumb: 'Credit Bureau' },
children: [
{
path: '',
redirectTo: 'dashboard',
pathMatch: 'full'
},
{
path: 'dashboard',
component: CicDashboardComponent,
data: { title: 'Credit Bureau Dashboard', breadcrumb: 'Dashboard' }
},
{
path: 'fetch-log',
component: CicFetchLogComponent,
data: { title: 'Fetch Log', breadcrumb: 'Fetch Log' }
},
// The bureaus are set up, whitelisted and mapped under API Management like every other vendor.
{ path: 'bureaus', redirectTo: '/api-management/vendors', pathMatch: 'full' },
{ path: 'api-mapping', redirectTo: '/api-management/vendors', pathMatch: 'full' }
]
}
])
];
@NgModule({
imports: [RouterModule.forChild(routes)],
exports: [RouterModule]
})
export class CreditBureauRoutingModule {}
@@ -0,0 +1,36 @@
/**
* 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 { NgModule } from '@angular/core';
import { SharedModule } from '../shared/shared.module';
import { CreditBureauRoutingModule } from './credit-bureau-routing.module';
import { CicDashboardComponent } from './cic-dashboard/cic-dashboard.component';
import { CicFetchLogComponent } from './cic-fetch-log/cic-fetch-log.component';
import { CicAlertDetailComponent } from './cic-alert-detail/cic-alert-detail.component';
import { CicService } from './cic.service';
import { CicStaticService } from './cic-static.service';
/**
* CIC / credit bureau (CIBIL, Experian, Equifax, CRIF) - its own top-level menu: enquiry alerts on our customers from
* other lenders and the fetch log. Each bureau's connection, whitelist and API mapping live under API Management.
*/
@NgModule({
imports: [
SharedModule,
CreditBureauRoutingModule,
CicDashboardComponent,
CicFetchLogComponent,
CicAlertDetailComponent
],
providers: [
// Static demo data, no backend call. Remove this line to use the real /v1/cic API again.
{ provide: CicService, useClass: CicStaticService }
]
})
export class CreditBureauModule {}
@@ -0,0 +1,27 @@
/**
* 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 { NgModule } from '@angular/core';
import { RouterModule, Routes } from '@angular/router';
import { Route } from '../core/route/route.service';
const routes: Routes = [
Route.withShell([
{
path: 'ai/loan-eligibility',
loadComponent: () => import('./loan-eligibility.component').then((m) => m.LoanEligibilityComponent),
data: { title: 'Loan Eligibility', breadcrumb: 'Loan Eligibility' }
}
])
];
@NgModule({
imports: [RouterModule.forChild(routes)],
exports: [RouterModule]
})
export class LoanEligibilityRoutingModule {}
@@ -0,0 +1,482 @@
<!--
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="pg">
@if (!loading) {
<header class="pg-head">
<div>
<div class="pg-eyebrow">AI / INTELLIGENCE · LENDING &amp; RISK</div>
<h1 class="pg-title">Loan Eligibility</h1>
<p class="pg-sub">
How our loans are running (RBI asset classification) and which loan products the good borrowers are eligible
for, using the eligibility rules set on each loan product.
@if (summary) {
As on {{ summary.asOnDate }}.
}
</p>
</div>
</header>
}
@if (error) {
<p class="pg-sub le-error">{{ error }}</p>
}
@if (loading) {
<div class="le-loader">
<div class="le-spinner"></div>
<div class="le-loader-title">Loading loan book…</div>
<ul class="le-loader-steps">
@for (st of loadingSteps; track $index) {
<li [class.le-done]="$index < loadingStep" [class.le-now]="$index === loadingStep">
{{ $index < loadingStep ? '✓' : $index === loadingStep ? '…' : '' }} {{ st }}
</li>
}
</ul>
<div class="le-progress"><span [style.width.%]="((loadingStep + 1) / loadingSteps.length) * 100"></span></div>
</div>
}
@if (summary; as s) {
<div class="le-kpis">
<div class="le-kpi">
<span class="le-kpi-l">Active loans</span>
<span class="le-kpi-v">{{ s.activeLoans }}</span>
<span class="le-kpi-s">₹{{ s.activeOutstanding | number: '1.0-0' }} outstanding</span>
</div>
<div class="le-kpi le-kpi--good">
<span class="le-kpi-l">Running well (Standard + SMA)</span>
<span class="le-kpi-v">{{ s.performingLoans }}</span>
<span class="le-kpi-s">₹{{ s.performingOutstanding | number: '1.0-0' }}</span>
</div>
<div class="le-kpi le-kpi--bad">
<span class="le-kpi-l">Gone bad (NPA)</span>
<span class="le-kpi-v">{{ s.npaLoans }}</span>
<span class="le-kpi-s">₹{{ s.npaOutstanding | number: '1.0-0' }} · Gross NPA {{ s.grossNpaPct }}%</span>
</div>
<div class="le-kpi">
<span class="le-kpi-l">Written off / Closed</span>
<span class="le-kpi-v">{{ s.writtenOffLoans }} / {{ s.closedLoans }}</span>
<span class="le-kpi-s">₹{{ s.writtenOffAmount | number: '1.0-0' }} written off</span>
</div>
</div>
<div class="cctr-tabs le-tabs le-views">
<button
type="button"
class="pg-btn pg-btn--ghost"
[class.pg-btn--active]="view === 'BOOK'"
(click)="view = 'BOOK'"
>
Loan book (RBI classes &amp; products)
</button>
<button
type="button"
class="pg-btn pg-btn--ghost"
[class.pg-btn--active]="view === 'BORROWERS'"
(click)="view = 'BORROWERS'"
>
Borrowers &amp; eligibility (Good {{ s.goodBorrowers }} · Watch {{ s.watchBorrowers }} · Bad
{{ s.badBorrowers }})
</button>
</div>
@if (view === 'BOOK') {
<div class="pg-card">
<div class="pos-section-label">Loans by RBI asset classification (days past due)</div>
<table class="pg-table">
<thead>
<tr>
<th>Class</th>
<th>Days past due</th>
<th class="num">Loans</th>
<th class="num">Outstanding</th>
<th class="num">Overdue</th>
<th>Share of book</th>
</tr>
</thead>
<tbody>
@for (st of performingStages; track st.stage) {
<tr>
<td>
<span
class="le-dot"
[class.le-dot--good]="st.stage === 'STANDARD'"
[class.le-dot--warn]="st.stage !== 'STANDARD'"
></span>
{{ st.label }}
</td>
<td>{{ st.dpdRange }}</td>
<td class="num">{{ st.loans }}</td>
<td class="num">₹{{ st.outstanding | number: '1.2-2' }}</td>
<td class="num">₹{{ st.overdue | number: '1.2-2' }}</td>
<td>
<span class="le-bar"><span [style.width.%]="share(st)"></span></span> {{ share(st) }}%
</td>
</tr>
}
@for (st of npaStages; track st.stage) {
<tr>
<td><span class="le-dot le-dot--bad"></span> {{ st.label }} (NPA)</td>
<td>{{ st.dpdRange }}</td>
<td class="num">{{ st.loans }}</td>
<td class="num">₹{{ st.outstanding | number: '1.2-2' }}</td>
<td class="num">₹{{ st.overdue | number: '1.2-2' }}</td>
<td>
<span class="le-bar le-bar--bad"><span [style.width.%]="share(st)"></span></span> {{ share(st) }}%
</td>
</tr>
}
@for (st of closedStages; track st.stage) {
<tr class="le-muted">
<td>{{ st.label }}</td>
<td>{{ st.dpdRange }}</td>
<td class="num">{{ st.loans }}</td>
<td class="num">–</td>
<td class="num">–</td>
<td></td>
</tr>
}
</tbody>
</table>
</div>
<div class="pg-card">
<div class="pos-section-label">Active loans by product</div>
<table class="pg-table">
<thead>
<tr>
<th>Product</th>
<th class="num">Active</th>
<th class="num">Running well</th>
<th class="num">NPA</th>
<th class="num">Outstanding</th>
<th class="num">NPA outstanding</th>
</tr>
</thead>
<tbody>
@for (p of s.products; track p.productId) {
<tr>
<td>{{ p.productName }}</td>
<td class="num">{{ p.activeLoans }}</td>
<td class="num">{{ p.performingLoans }}</td>
<td class="num">{{ p.npaLoans }}</td>
<td class="num">₹{{ p.outstanding | number: '1.2-2' }}</td>
<td class="num">₹{{ p.npaOutstanding | number: '1.2-2' }}</td>
</tr>
} @empty {
<tr>
<td colspan="6" class="pg-empty">No active loans.</td>
</tr>
}
</tbody>
</table>
</div>
<div class="pg-card">
<div class="pos-section-label">Share linking to borrowing (5% unsecured · 2.5% secured)</div>
<div class="le-facts">
<span>Shares required on running loans: ₹{{ s.shareRequired | number: '1.0-0' }}</span>
<span>Shares held by these members: ₹{{ s.shareHeld | number: '1.0-0' }}</span>
<span [class.le-late]="s.shareShortMembers > 0"
>Members short: {{ s.shareShortMembers }} (₹{{ s.shareShortfall | number: '1.0-0' }} to collect)</span
>
</div>
</div>
}
@if (view === 'BORROWERS') {
<div class="pg-card">
<div class="pos-section-label">
Borrowers — Good {{ s.goodBorrowers }} · Watch {{ s.watchBorrowers }} · Bad {{ s.badBorrowers }}
</div>
<div class="cctr-tabs le-tabs">
@for (c of categories; track c.value) {
<button
type="button"
class="pg-btn pg-btn--ghost"
[class.pg-btn--active]="category === c.value"
(click)="setCategory(c.value)"
>
{{ c.label }}
</button>
}
<input
type="text"
class="le-search"
placeholder="Search name / account no"
[(ngModel)]="search"
(keyup.enter)="loadBorrowers()"
/>
<button type="button" class="pg-btn pg-btn--ghost" (click)="loadBorrowers()">Search</button>
</div>
<p class="pg-sub le-help">
Good: every running loan is regular (0 days past due) and nothing was ever written off. Watch: a loan is
overdue up to 90 days (SMA). Bad: a loan is NPA or written off. Eligibility is worked out for good borrowers
only; a fresh loan also needs a clean EMI record (at most 2 EMIs ever paid late).
</p>
<table class="pg-table le-compact">
<thead>
<tr>
<th>Borrower</th>
<th>Category</th>
<th class="num">Running / Closed</th>
<th>EMI record</th>
<th class="num">Outstanding</th>
<th class="num">Max days overdue</th>
<th>Worst class</th>
<th>More loan?</th>
<th></th>
</tr>
</thead>
<tbody>
@if (borrowersLoading) {
<tr>
<td colspan="9" class="pg-empty">
<span class="le-spinner le-spinner--sm"></span> Fetching borrowers…
</td>
</tr>
}
@for (b of borrowersLoading ? [] : pagedBorrowers; track b.clientId) {
<tr [class.le-selected]="selected?.clientId === b.clientId">
<td>
{{ b.clientName }} <small>({{ b.clientAccountNo }})</small>
</td>
<td>
<span class="le-chip" [ngClass]="'le-chip--' + b.category.toLowerCase()">{{
categoryLabel(b.category)
}}</span>
</td>
<td class="num">{{ b.activeLoans }} / {{ b.closedLoans }}</td>
<td>
{{ b.emisPaid - b.emisLate }} / {{ b.emisPaid }} on time
@if (b.emisLate) {
<small class="le-late">({{ b.emisLate }} late)</small>
}
</td>
<td class="num">₹{{ b.outstanding | number: '1.2-2' }}</td>
<td class="num">{{ b.maxDpd }}</td>
<td>{{ b.worstStage || '–' }}</td>
<td>
@if (b.eligibleProducts > 0) {
<span class="le-chip le-chip--good">Yes · {{ b.eligibleProducts }} products</span>
} @else {
<span class="le-chip le-chip--bad">No</span>
}
</td>
<td>
<button type="button" class="pg-btn pg-btn--ghost" [disabled]="openingId !== null" (click)="open(b)">
{{ openingId === b.clientId ? 'Loading…' : 'View' }}
</button>
</td>
</tr>
} @empty {
<tr>
<td colspan="9" class="pg-empty">No borrowers in this category.</td>
</tr>
}
</tbody>
</table>
@if (borrowers.length > pageSize) {
<div class="le-pager">
<span>Showing {{ page * pageSize + 1 }}–{{ pageEnd }} of {{ borrowers.length }}</span>
<button type="button" class="pg-btn pg-btn--ghost" [disabled]="page === 0" (click)="page = page - 1">
‹ Prev
</button>
@for (p of pages; track p) {
<button type="button" class="pg-btn pg-btn--ghost" [class.pg-btn--active]="p === page" (click)="page = p">
{{ p + 1 }}
</button>
}
<button
type="button"
class="pg-btn pg-btn--ghost"
[disabled]="page >= pages.length - 1"
(click)="page = page + 1"
>
Next ›
</button>
</div>
}
</div>
}
@if (selected; as b) {
<div class="le-overlay" (click)="close()">
<div class="le-modal" role="dialog" aria-modal="true" (click)="$event.stopPropagation()">
<div class="le-modal-head">
<div class="pos-section-label">
{{ b.clientName }} ({{ b.clientAccountNo }}) — {{ categoryLabel(b.category) }} borrower
</div>
<button type="button" class="pg-btn pg-btn--ghost" (click)="close()">Close</button>
</div>
<div class="le-facts">
<span>Age: {{ b.age ?? 'not recorded' }}</span>
<span
>Monthly income: {{ b.monthlyIncome ? '₹' + (b.monthlyIncome | number: '1.0-0') : 'not recorded' }}</span
>
<span>Current EMIs: ₹{{ b.currentEmi | number: '1.0-0' }}</span>
<span>EMI record: {{ b.emisPaid - b.emisLate }} of {{ b.emisPaid }} paid on time</span>
<span>Deposits (savings / FD / RD): ₹{{ b.depositBalance | number: '1.0-0' }}</span>
<span [class.le-late]="b.shareHeld < b.shareRequired"
>Shares held: ₹{{ b.shareHeld | number: '1.0-0' }} (needed ₹{{ b.shareRequired | number: '1.0-0' }} incl.
membership)</span
>
</div>
@for (a of b.accounts ?? []; track a.accountNo) {
<div class="pos-section-label">
{{ a.type }} account {{ a.accountNo }} — last 6 months (money in, expenses, balance)
</div>
<table class="pg-table">
<thead>
<tr>
<th>Month</th>
<th class="num">Credits (in)</th>
<th class="num">Debits (expenses + EMIs)</th>
<th class="num">Left over</th>
<th class="num">Average balance</th>
<th class="num">Cheque / ECS returns</th>
</tr>
</thead>
<tbody>
@for (m of a.months; track m.month) {
<tr>
<td>{{ m.month }}</td>
<td class="num">₹{{ m.credits | number: '1.0-0' }}</td>
<td class="num">₹{{ m.debits | number: '1.0-0' }}</td>
<td class="num" [class.le-late]="m.credits < m.debits">
₹{{ m.credits - m.debits | number: '1.0-0' }}
</td>
<td class="num">₹{{ m.avgBalance | number: '1.0-0' }}</td>
<td class="num" [class.le-late]="m.returns > 0">{{ m.returns }}</td>
</tr>
}
<tr class="le-total">
<td>Monthly average</td>
<td class="num">₹{{ b.avgCredits | number: '1.0-0' }}</td>
<td class="num">₹{{ b.avgDebits | number: '1.0-0' }}</td>
<td class="num" [class.le-late]="b.avgCredits < b.avgDebits">
₹{{ b.avgCredits - b.avgDebits | number: '1.0-0' }}
</td>
<td class="num">
@if (b.avgCredits > 0) {
Spends {{ (b.avgDebits / b.avgCredits) * 100 | number: '1.0-0' }}% of income
}
</td>
<td class="num">{{ b.returns }}</td>
</tr>
</tbody>
</table>
}
<div class="pos-section-label">Loans</div>
<table class="pg-table">
<thead>
<tr>
<th>Loan</th>
<th>Product</th>
<th>Status</th>
<th>Class</th>
<th class="num">Days overdue</th>
<th class="num">EMIs on time</th>
<th class="num">Disbursed</th>
<th class="num">Outstanding</th>
<th class="num">Overdue</th>
<th class="num">Shares needed</th>
</tr>
</thead>
<tbody>
@for (l of b.loans ?? []; track l.loanId) {
<tr>
<td>{{ l.accountNo }}</td>
<td>{{ l.productName }}</td>
<td>{{ l.status }}</td>
<td>{{ l.stage }}</td>
<td class="num">{{ l.dpd }}</td>
<td class="num">{{ l.emisPaid - l.emisLate }} / {{ l.emisPaid }}</td>
<td class="num">₹{{ l.disbursed | number: '1.2-2' }}</td>
<td class="num">₹{{ l.outstanding | number: '1.2-2' }}</td>
<td class="num">₹{{ l.overdue | number: '1.2-2' }}</td>
<td class="num">
@if (l.shareRequired) {
₹{{ l.shareRequired | number: '1.0-0' }} <small>({{ l.sharePct }}%)</small>
} @else {
–
}
</td>
</tr>
}
</tbody>
</table>
@if (b.category === 'GOOD') {
<div class="pos-section-label">Eligible loan products</div>
<table class="pg-table">
<thead>
<tr>
<th>Product</th>
<th>Eligible</th>
<th class="num">Up to</th>
<th class="num">Shares to take</th>
<th class="num">In hand</th>
<th>Why</th>
</tr>
</thead>
<tbody>
@for (e of b.eligibility ?? []; track e.productId) {
<tr>
<td>{{ e.productName }}</td>
<td>
<span class="le-chip" [ngClass]="e.eligible ? 'le-chip--good' : 'le-chip--bad'">{{
e.eligible ? 'Yes' : 'No'
}}</span>
</td>
<td class="num">{{ e.eligibleAmount ? '₹' + (e.eligibleAmount | number: '1.0-0') : '–' }}</td>
<td class="num">
@if (e.shareToBuy) {
₹{{ e.shareToBuy | number: '1.0-0' }} <small>({{ e.sharePct }}%)</small>
} @else {
–
}
</td>
<td class="num">{{ e.netInHand ? '₹' + (e.netInHand | number: '1.0-0') : '–' }}</td>
<td class="le-why">
@for (f of e.failed; track $index) {
<div class="le-fail">✗ {{ f }}</div>
}
@for (p of e.passed; track $index) {
<div class="le-pass">✓ {{ p }}</div>
}
@for (n of e.notes; track $index) {
<div class="le-note">• {{ n }}</div>
}
</td>
</tr>
} @empty {
<tr>
<td colspan="6" class="pg-empty">No active loan products.</td>
</tr>
}
</tbody>
</table>
} @else {
<p class="pg-sub le-help">
Eligibility is not worked out for this borrower because a loan is overdue, NPA or written off.
</p>
}
</div>
</div>
}
<ul class="le-notes">
@for (n of s.notes; track $index) {
<li>{{ n }}</li>
}
</ul>
}
</div>
@@ -0,0 +1,312 @@
/**
* 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/.
*/
.le-kpis {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(220px, 1fr));
gap: 12px;
margin-bottom: 16px;
}
.le-kpi {
display: flex;
flex-direction: column;
gap: 4px;
padding: 14px 16px;
border: 1px solid #e4e7ec;
border-radius: 10px;
background: #fff;
}
.le-kpi--good {
border-left: 4px solid #12b76a;
}
.le-kpi--bad {
border-left: 4px solid #d92d20;
}
.le-kpi-l {
font-size: 12px;
color: #667085;
text-transform: uppercase;
letter-spacing: 0.04em;
}
.le-kpi-v {
font-size: 26px;
font-weight: 700;
}
.le-kpi-s {
font-size: 13px;
color: #475467;
}
.le-dot {
display: inline-block;
width: 10px;
height: 10px;
margin-right: 6px;
border-radius: 50%;
}
.le-dot--good {
background: #12b76a;
}
.le-dot--warn {
background: #f79009;
}
.le-dot--bad {
background: #d92d20;
}
.le-bar {
display: inline-block;
width: 120px;
height: 8px;
margin-right: 6px;
overflow: hidden;
border-radius: 4px;
background: #f2f4f7;
vertical-align: middle;
span {
display: block;
height: 100%;
background: #12b76a;
}
}
.le-bar--bad span {
background: #d92d20;
}
.le-muted {
color: #667085;
}
.le-tabs {
align-items: center;
flex-wrap: wrap;
gap: 8px;
padding: 12px 16px 0;
}
.le-search {
min-width: 220px;
padding: 8px 10px;
border: 1px solid #d0d5dd;
border-radius: 8px;
}
.le-help {
padding: 0 16px;
}
.le-chip {
padding: 2px 10px;
border-radius: 999px;
font-size: 12px;
font-weight: 600;
}
.le-chip--good {
background: #ecfdf3;
color: #067647;
}
.le-chip--watch {
background: #fffaeb;
color: #b54708;
}
.le-chip--bad {
background: #fef3f2;
color: #b42318;
}
.le-selected {
background: #f5f8ff;
}
.le-facts {
display: flex;
flex-wrap: wrap;
gap: 24px;
padding: 8px 16px 12px;
color: #344054;
}
.le-why div {
font-size: 13px;
line-height: 1.5;
}
.le-fail {
color: #b42318;
}
.le-pass {
color: #067647;
}
.le-note {
color: #667085;
}
.le-error {
color: #b42318;
}
.le-notes {
margin: 8px 0 24px;
color: #667085;
font-size: 13px;
}
.le-late {
color: #b42318;
}
.le-overlay {
position: fixed;
inset: 0;
z-index: 1000;
display: flex;
align-items: flex-start;
justify-content: center;
padding: 48px 16px;
overflow-y: auto;
background: rgb(15 23 42 / 55%);
}
.le-modal {
width: min(1100px, 100%);
padding: 20px 24px;
border-radius: 12px;
background: #fff;
box-shadow: 0 20px 50px rgb(0 0 0 / 30%);
}
.le-modal-head {
display: flex;
align-items: center;
justify-content: space-between;
gap: 12px;
}
.le-views {
margin-bottom: 16px;
}
.le-compact td {
padding-top: 6px;
padding-bottom: 6px;
}
.le-compact .pg-btn {
padding: 4px 14px;
}
.le-pager {
display: flex;
flex-wrap: wrap;
align-items: center;
justify-content: flex-end;
gap: 6px;
margin-top: 12px;
span {
margin-right: auto;
color: #667085;
}
}
.le-loader {
display: flex;
flex-direction: column;
align-items: center;
gap: 14px;
margin: 32px auto;
padding: 36px 24px;
max-width: 520px;
border-radius: 12px;
background: #fff;
box-shadow: 0 4px 16px rgb(16 24 40 / 8%);
}
.le-loader-title {
font-weight: 600;
font-size: 16px;
color: #1d2939;
}
.le-loader-steps {
margin: 0;
padding: 0;
list-style: none;
font-size: 14px;
line-height: 1.9;
color: #98a2b3;
.le-done {
color: #067647;
}
.le-now {
color: #1d4ed8;
font-weight: 600;
}
}
.le-progress {
width: 100%;
height: 6px;
border-radius: 3px;
overflow: hidden;
background: #eaecf0;
span {
display: block;
height: 100%;
background: #1d4ed8;
transition: width 0.6s ease;
}
}
.le-spinner {
width: 44px;
height: 44px;
border: 4px solid #dbe4ff;
border-top-color: #1d4ed8;
border-radius: 50%;
animation: le-spin 0.8s linear infinite;
}
.le-spinner--sm {
display: inline-block;
width: 14px;
height: 14px;
border-width: 2px;
margin-right: 6px;
vertical-align: middle;
}
@keyframes le-spin {
to {
transform: rotate(360deg);
}
}
.le-total td {
font-weight: 600;
border-top: 2px solid #d0d5dd;
}
@@ -0,0 +1,187 @@
/**
* 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, HostListener, OnDestroy, OnInit, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { HttpErrorResponse } from '@angular/common/http';
import {
Borrower,
BorrowerCategory,
LoanEligibilityService,
LoanEligibilitySummary,
LoanStageRow
} from './loan-eligibility.service';
/**
* Loan Eligibility – how the loan book is running (RBI asset classes) and which loan products the good borrowers
* qualify for, using their EMI record and the eligibility rules set on each loan product.
*/
@Component({
selector: 'mifosx-loan-eligibility',
templateUrl: './loan-eligibility.component.html',
styleUrls: [
'../cashier/cashier-shared.scss',
'../investment/investment-shared.scss',
'./loan-eligibility.component.scss'
],
standalone: true,
imports: [
CommonModule,
FormsModule
]
})
export class LoanEligibilityComponent implements OnInit, OnDestroy {
private readonly service = inject(LoanEligibilityService);
summary: LoanEligibilitySummary | null = null;
borrowers: Borrower[] = [];
category: BorrowerCategory | '' = 'GOOD';
search = '';
selected: Borrower | null = null;
/** Which part of the page is shown, so the user need not scroll past the loan book to reach borrowers. */
view: 'BOOK' | 'BORROWERS' = 'BOOK';
page = 0;
readonly pageSize = 10;
loading = false;
borrowersLoading = false;
/** Borrower whose detail is being fetched (View button shows it). */
openingId: number | null = null;
error = '';
/** Steps shown while the book is being read. */
readonly loadingSteps = [
'Fetching loan accounts…',
'Reading repayment schedules and overdues…',
'Classifying loans as per RBI IRAC norms…',
'Running product eligibility rules…'
];
loadingStep = 0;
private stepTimer?: ReturnType<typeof setInterval>;
readonly categories: Array<{ value: BorrowerCategory | ''; label: string }> = [
{ value: 'GOOD', label: 'Good borrowers' },
{ value: 'WATCH', label: 'Watch (SMA)' },
{ value: 'BAD', label: 'Bad (NPA / written off)' },
{ value: '', label: 'All borrowers' }
];
ngOnInit(): void {
this.loading = true;
this.loadingStep = 0;
this.stepTimer = setInterval(
() => (this.loadingStep = Math.min(this.loadingStep + 1, this.loadingSteps.length - 1)),
700
);
this.service.getSummary().subscribe({
next: (s) => {
this.summary = s;
this.stopLoading();
},
error: (err) => {
this.stopLoading();
this.error = this.message(err);
}
});
this.loadBorrowers();
}
loadBorrowers(): void {
this.selected = null;
this.borrowersLoading = true;
this.service.getBorrowers(this.category, this.search).subscribe({
next: (b) => {
this.borrowers = b;
this.page = 0;
this.borrowersLoading = false;
},
error: (err) => {
this.borrowersLoading = false;
this.error = this.message(err);
}
});
}
setCategory(c: BorrowerCategory | ''): void {
this.category = c;
this.loadBorrowers();
}
open(b: Borrower): void {
this.openingId = b.clientId;
this.service.getBorrower(b.clientId).subscribe({
next: (d) => {
this.openingId = null;
this.selected = d;
},
error: (err) => {
this.openingId = null;
this.error = this.message(err);
}
});
}
ngOnDestroy(): void {
this.stopLoading();
}
private stopLoading(): void {
this.loading = false;
clearInterval(this.stepTimer);
}
get pagedBorrowers(): Borrower[] {
return this.borrowers.slice(this.page * this.pageSize, (this.page + 1) * this.pageSize);
}
get pageEnd(): number {
return Math.min((this.page + 1) * this.pageSize, this.borrowers.length);
}
get pages(): number[] {
return Array.from({ length: Math.ceil(this.borrowers.length / this.pageSize) }, (_, i) => i);
}
close(): void {
this.selected = null;
}
@HostListener('document:keydown.escape')
onEscape(): void {
this.close();
}
get performingStages(): LoanStageRow[] {
return (this.summary?.stages ?? []).filter((s) => s.group === 'PERFORMING');
}
get npaStages(): LoanStageRow[] {
return (this.summary?.stages ?? []).filter((s) => s.group === 'NPA');
}
get closedStages(): LoanStageRow[] {
return (this.summary?.stages ?? []).filter((s) => s.group === 'CLOSED');
}
/** Share of the active book in a stage, for the bar. */
share(s: LoanStageRow): number {
const total = this.summary?.activeOutstanding ?? 0;
return total > 0 ? Math.round((s.outstanding / total) * 1000) / 10 : 0;
}
categoryLabel(c: BorrowerCategory): string {
return c === 'GOOD' ? 'Good' : c === 'WATCH' ? 'Watch' : 'Bad';
}
private message(err: unknown): string {
if (err instanceof HttpErrorResponse) {
const e = err.error as { errors?: Array<{ defaultUserMessage?: string }>; defaultUserMessage?: string } | null;
return e?.errors?.[0]?.defaultUserMessage || e?.defaultUserMessage || err.message;
}
return String(err);
}
}
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/**
* 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/.
*/
/**
* Demo data for Loan Eligibility. The bank's rules are applied to it: RBI asset classification on days past due, and
* product eligibility rules (age, age at maturity, income, FOIR, loans per customer, LTV on pledged deposits). The book is generated from a fixed seed, so the
* figures are the same on every load.
*/
import {
Borrower,
BorrowerCategory,
BorrowerLoan,
LoanEligibilitySummary,
LoanStageRow,
ProductEligibility
} from './loan-eligibility.service';
interface DemoProduct {
id: number;
name: string;
minAmount: number;
maxAmount: number;
annualRate: number;
tenureMonths: number;
minAge?: number;
maxAgeAtMaturity?: number;
minMonthlyIncome?: number;
maxFoir?: number;
maxLoansPerCustomer?: number;
/** Loan against deposits: % of the FD / RD balance that can be lent. */
ltvPct?: number;
/** Secured loans need shares of 2.5% of the loan, unsecured 5% (share linking to borrowing). */
secured: boolean;
}
interface DemoMonth {
month: string;
credits: number;
debits: number;
avgBalance: number;
returns: number;
}
interface DemoAccount {
type: 'Savings' | 'Current';
accountNo: string;
months: DemoMonth[];
}
interface DemoLoan {
id: number;
accountNo: string;
productId: number;
status: 'Active' | 'Closed' | 'Written off';
dpd: number;
disbursed: number;
outstanding: number;
overdue: number;
emi: number;
/** EMIs fallen due so far, and how many of them were paid after the due date. */
emisPaid: number;
emisLate: number;
}
interface DemoClient {
id: number;
name: string;
accountNo: string;
age: number;
monthlyIncome?: number;
fdBalance: number;
savingsBalance: number;
loans: DemoLoan[];
/** Paid-up share capital held as a member. */
shareHeld: number;
accounts: DemoAccount[];
}
export const DEMO_PRODUCTS: DemoProduct[] = [
{
id: 1,
name: 'Personal Loan',
minAmount: 25000,
maxAmount: 1000000,
annualRate: 11.5,
tenureMonths: 60,
minAge: 21,
maxAgeAtMaturity: 60,
minMonthlyIncome: 25000,
maxFoir: 50,
maxLoansPerCustomer: 1,
secured: false
},
{
id: 2,
name: 'Home Loan',
minAmount: 500000,
maxAmount: 5000000,
annualRate: 9,
tenureMonths: 240,
minAge: 23,
maxAgeAtMaturity: 70,
minMonthlyIncome: 40000,
maxFoir: 55,
maxLoansPerCustomer: 1,
secured: true
},
{
id: 3,
name: 'Vehicle Loan',
minAmount: 100000,
maxAmount: 1500000,
annualRate: 9.75,
tenureMonths: 84,
minAge: 21,
maxAgeAtMaturity: 65,
minMonthlyIncome: 20000,
maxFoir: 50,
maxLoansPerCustomer: 2,
secured: true
},
{
id: 4,
name: 'Gold Loan',
minAmount: 10000,
maxAmount: 1000000,
annualRate: 9,
tenureMonths: 12,
minAge: 18,
maxLoansPerCustomer: 3,
secured: true
},
{
id: 5,
name: 'Loan against FD',
minAmount: 5000,
maxAmount: 2500000,
annualRate: 8.5,
tenureMonths: 12,
minAge: 18,
ltvPct: 90,
secured: true
},
{
id: 6,
name: 'MSME / Business Loan',
minAmount: 200000,
maxAmount: 2500000,
annualRate: 12,
tenureMonths: 84,
minAge: 25,
maxAgeAtMaturity: 65,
minMonthlyIncome: 50000,
maxFoir: 60,
maxLoansPerCustomer: 1,
secured: true
}
];
/** Membership share every member holds, over and above the shares linked to loans. */
const MEMBERSHIP_SHARE = 1000;
const MONTHS = [
'Apr 2026',
'May 2026',
'Jun 2026',
'Jul 2026',
'Aug 2026',
'Sep 2026'
];
/** Late EMIs a borrower may have in their history and still get a fresh loan. */
const MAX_LATE_EMIS = 2;
/** Cheque / ECS returns allowed in the last six months for a fresh loan. */
const MAX_RETURNS = 1;
function sharePct(productId: number): number {
return DEMO_PRODUCTS.find((p) => p.id === productId)?.secured === false ? 5 : 2.5;
}
function ceil100(n: number): number {
return Math.ceil(n / 100) * 100;
}
const FIRST = [
'Ramesh',
'Sunita',
'Amit',
'Priya',
'Rajesh',
'Kavita',
'Suresh',
'Anjali',
'Mahesh',
'Pooja',
'Dinesh',
'Neha',
'Vijay',
'Rekha',
'Sanjay',
'Meena',
'Arvind',
'Geeta',
'Manoj',
'Seema',
'Rahul',
'Asha',
'Deepak',
'Nisha',
'Ashok',
'Lata',
'Prakash',
'Usha',
'Anil',
'Shobha'
];
const LAST = [
'Sharma',
'Verma',
'Patel',
'Gupta',
'Singh',
'Yadav',
'Jain',
'Agrawal',
'Choudhary',
'Mishra',
'Tiwari',
'Rathore',
'Soni',
'Malviya',
'Dubey',
'Saxena'
];
/** Small deterministic generator so the demo looks the same every time. */
function rng(seed: number): () => number {
let s = seed;
return () => {
s = (s * 1664525 + 1013904223) % 4294967296;
return s / 4294967296;
};
}
function emiFor(principal: number, annualRate: number, months: number): number {
const r = annualRate / 1200;
return r === 0 ? principal / months : (principal * r) / (1 - Math.pow(1 + r, -months));
}
function principalForEmi(emi: number, annualRate: number, months: number): number {
const r = annualRate / 1200;
return r === 0 ? emi * months : (emi * (1 - Math.pow(1 + r, -months))) / r;
}
function round(n: number, step = 1): number {
return Math.round(n / step) * step;
}
function buildBook(): DemoClient[] {
const rand = rng(20261019);
const pick = <T>(a: T[]): T => a[Math.floor(rand() * a.length)];
const clients: DemoClient[] = [];
// Separate streams for the repayment record and the bank accounts, so the book above stays as it was.
const track = rng(7);
const bank = rng(11);
let loanId = 1;
for (let i = 0; i < 64; i++) {
const salaried = rand() < 0.85;
const client: DemoClient = {
id: 1001 + i,
name: `${FIRST[i % FIRST.length]} ${pick(LAST)}`,
accountNo: String(100010 + i).padStart(9, '0'),
age: 22 + Math.floor(rand() * 40),
monthlyIncome: salaried ? round(18000 + rand() * 132000, 500) : undefined,
fdBalance: rand() < 0.45 ? round(25000 + rand() * 775000, 1000) : 0,
savingsBalance: round(2000 + rand() * 148000, 100),
loans: [],
shareHeld: 0,
accounts: []
};
const count = 1 + Math.floor(rand() * 3);
// Behaviour of the borrower decides how all their loans run: most pay on time, some slip, a few go bad.
const behaviour = rand();
for (let k = 0; k < count; k++) {
// Stay within each product's age and loans-per-customer rules, as the bank would have at sanction.
const product = pick(
DEMO_PRODUCTS.filter(
(p) =>
(p.id !== 5 || client.fdBalance > 0) &&
client.age >= (p.minAge ?? 18) &&
client.loans.filter((l) => l.productId === p.id).length < (p.maxLoansPerCustomer ?? 3)
)
);
const disbursed = round(
product.minAmount + rand() * Math.min(product.maxAmount - product.minAmount, 1800000),
1000
);
const closed = rand() < 0.25;
let dpd = 0;
if (!closed) {
if (behaviour > 0.975) {
dpd = 91 + Math.floor(rand() * 900);
} else if (behaviour > 0.72) {
dpd = 1 + Math.floor(rand() * 89);
} else if (behaviour > 0.705) {
dpd = 91 + Math.floor(rand() * 300);
}
}
const writtenOff = !closed && dpd > 700 && rand() < 0.5;
const outstanding = closed || writtenOff ? 0 : round(disbursed * (0.25 + rand() * 0.7), 1);
const emi = round(emiFor(disbursed, product.annualRate, product.tenureMonths), 1);
const emisPaid = closed
? Math.min(product.tenureMonths, 12 + Math.floor(track() * 24))
: writtenOff
? Math.max(3, Math.round(product.tenureMonths * 0.3))
: Math.max(1, Math.round(product.tenureMonths * (1 - outstanding / disbursed)));
// Most good payers never miss a date; some were late once or a few times but are regular today.
let emisLate = 0;
if (behaviour > 0.705) {
emisLate = 2 + Math.floor(track() * 6);
} else if (behaviour > 0.55) {
emisLate = 1 + Math.floor(track() * 4);
}
emisLate = Math.min(emisLate, emisPaid);
client.loans.push({
id: loanId,
accountNo: String(500000 + loanId).padStart(9, '0'),
productId: product.id,
status: closed ? 'Closed' : writtenOff ? 'Written off' : 'Active',
dpd: closed || writtenOff ? 0 : dpd,
disbursed,
outstanding,
overdue: dpd > 0 && !writtenOff ? round(Math.min(outstanding, emi * Math.ceil(dpd / 30)), 1) : 0,
emi: closed || writtenOff ? 0 : emi,
emisPaid,
emisLate
});
loanId++;
}
addBanking(client, bank);
clients.push(client);
}
return clients;
}
/** Savings / current account statement for the last six months and the member's shareholding. */
function addBanking(c: DemoClient, bank: () => number): void {
const active = c.loans.filter((l) => l.status === 'Active');
const emi = active.reduce((s, l) => s + l.emi, 0);
const overdue = active.some((l) => l.dpd > 0);
const late = c.loans.reduce((s, l) => s + l.emisLate, 0);
// Salaried members run a savings account; traders and businesses run a current account.
const business = !c.monthlyIncome;
const turnover = c.monthlyIncome ?? 150000 + bank() * 650000;
const spendRatio = business ? 0.82 + bank() * 0.12 : 0.3 + bank() * 0.3;
let returns = overdue ? 1 + Math.floor(bank() * 3) : late > MAX_LATE_EMIS ? 1 : bank() < 0.08 ? 1 : 0;
const months: DemoMonth[] = MONTHS.map((month, i) => {
const credits = round(turnover * (0.9 + bank() * 0.2) + (business ? 0 : bank() * 3000), 10);
// EMIs go out first; household or business spending is a share of what is left.
const debits = round(Math.max(0, credits - emi) * Math.min(0.97, spendRatio * (0.9 + bank() * 0.2)) + emi, 10);
const r = returns > 0 && (i >= MONTHS.length - returns || bank() < 0.2) ? 1 : 0;
returns -= r;
return {
month,
credits,
debits: overdue ? Math.max(debits, round(credits * 1.02, 10)) : debits,
avgBalance: round(c.savingsBalance * (0.7 + bank() * 0.6), 100),
returns: r
};
});
c.accounts.push({
type: business ? 'Current' : 'Savings',
accountNo: String((business ? 300000 : 200000) + c.id).padStart(9, '0'),
months
});
// Shares linked to borrowing: 2.5% of secured and 5% of unsecured loans. A few members are short.
const required = active.reduce((s, l) => s + (l.disbursed * sharePct(l.productId)) / 100, 0);
const short = required > 0 && bank() < 0.15;
c.shareHeld = MEMBERSHIP_SHARE + ceil100(short ? required * 0.5 : required);
}
const BOOK = buildBook();
const AS_ON = '19-10-2026';
const STAGES: Array<Omit<LoanStageRow, 'loans' | 'outstanding' | 'overdue'>> = [
{ stage: 'STANDARD', label: 'Standard', dpdRange: '0', group: 'PERFORMING' },
{ stage: 'SMA0', label: 'SMA-0', dpdRange: '1-30', group: 'PERFORMING' },
{ stage: 'SMA1', label: 'SMA-1', dpdRange: '31-60', group: 'PERFORMING' },
{ stage: 'SMA2', label: 'SMA-2', dpdRange: '61-90', group: 'PERFORMING' },
{ stage: 'SUBSTANDARD', label: 'Sub-standard', dpdRange: '91-455', group: 'NPA' },
{ stage: 'DOUBTFUL1', label: 'Doubtful D1', dpdRange: '456-820', group: 'NPA' },
{ stage: 'DOUBTFUL2', label: 'Doubtful D2', dpdRange: '821-1550', group: 'NPA' },
{ stage: 'DOUBTFUL3', label: 'Doubtful D3', dpdRange: 'above 1550', group: 'NPA' },
{ stage: 'LOSS', label: 'Loss / written off', dpdRange: 'written off', group: 'CLOSED' },
{ stage: 'CLOSED', label: 'Closed', dpdRange: 'repaid', group: 'CLOSED' }
];
/** RBI IRAC class of a loan on days past due. */
function stageOf(l: DemoLoan): string {
if (l.status === 'Written off') {
return 'LOSS';
}
if (l.status === 'Closed') {
return 'CLOSED';
}
const d = l.dpd;
if (d <= 0) {
return 'STANDARD';
}
if (d <= 30) {
return 'SMA0';
}
if (d <= 60) {
return 'SMA1';
}
if (d <= 90) {
return 'SMA2';
}
if (d <= 455) {
return 'SUBSTANDARD';
}
if (d <= 820) {
return 'DOUBTFUL1';
}
return d <= 1550 ? 'DOUBTFUL2' : 'DOUBTFUL3';
}
function labelOf(stage: string): string {
return STAGES.find((s) => s.stage === stage)?.label ?? stage;
}
function isNpa(stage: string): boolean {
return STAGES.find((s) => s.stage === stage)?.group === 'NPA';
}
function categoryOf(c: DemoClient): BorrowerCategory {
let cat: BorrowerCategory = 'GOOD';
for (const l of c.loans) {
const st = stageOf(l);
if (st === 'LOSS' || isNpa(st)) {
return 'BAD';
}
if (l.status === 'Active' && st !== 'STANDARD') {
cat = 'WATCH';
}
}
return cat;
}
function productName(id: number): string {
return DEMO_PRODUCTS.find((p) => p.id === id)?.name ?? String(id);
}
/** Shares the member should hold against the running loans. */
function shareRequired(c: DemoClient): number {
return c.loans
.filter((l) => l.status === 'Active')
.reduce((s, l) => s + (l.disbursed * sharePct(l.productId)) / 100, 0);
}
/** Six-month averages of the operative account. */
function statement(c: DemoClient) {
const ms = c.accounts.flatMap((a) => a.months);
const n = MONTHS.length;
const credits = ms.reduce((s, m) => s + m.credits, 0) / n;
const debits = ms.reduce((s, m) => s + m.debits, 0) / n;
return {
type: c.accounts[0]?.type ?? 'Savings',
credits,
debits,
surplus: credits - debits,
avgBalance: ms.reduce((s, m) => s + m.avgBalance, 0) / n,
returns: ms.reduce((s, m) => s + m.returns, 0)
};
}
const inr = (n: number) => '₹' + Math.round(n).toLocaleString('en-IN');
function eligibility(c: DemoClient, p: DemoProduct): ProductEligibility {
const passed: string[] = [];
const failed: string[] = [];
const notes: string[] = [];
const active = c.loans.filter((l) => l.status === 'Active');
const currentEmi = active.reduce((s, l) => s + l.emi, 0);
let limit = p.maxAmount;
const paid = c.loans.reduce((s, l) => s + l.emisPaid, 0);
const late = c.loans.reduce((s, l) => s + l.emisLate, 0);
if (late > MAX_LATE_EMIS) {
failed.push(`EMI record: ${late} of ${paid} EMIs paid late (allowed up to ${MAX_LATE_EMIS})`);
} else {
passed.push(`EMI record: ${paid - late} of ${paid} EMIs paid on time`);
}
const st = statement(c);
if (st.returns > MAX_RETURNS) {
failed.push(`${st.returns} cheque / ECS returns in the last 6 months (allowed up to ${MAX_RETURNS})`);
} else {
passed.push(`${st.returns} cheque / ECS return(s) in the last 6 months`);
}
if (st.surplus <= 0) {
failed.push(`Account spending ${inr(st.debits)} a month is more than the credits ${inr(st.credits)}`);
} else {
passed.push(
`${st.type} account: credits ${inr(st.credits)} − expenses ${inr(st.debits)} = ${inr(st.surplus)} left a month`
);
if (p.maxFoir !== undefined) {
limit = Math.min(limit, principalForEmi(st.surplus, p.annualRate, p.tenureMonths));
}
}
if (p.minAge !== undefined) {
if (c.age < p.minAge) {
failed.push(`Age ${c.age} is below the minimum ${p.minAge}`);
} else {
passed.push(`Age ${c.age} (minimum ${p.minAge})`);
}
}
if (p.maxAgeAtMaturity !== undefined) {
const atMaturity = c.age + Math.ceil(p.tenureMonths / 12);
if (atMaturity > p.maxAgeAtMaturity) {
failed.push(`Age at maturity ${atMaturity} exceeds ${p.maxAgeAtMaturity}`);
} else {
passed.push(`Age at maturity ${atMaturity} (maximum ${p.maxAgeAtMaturity})`);
}
}
if (p.minMonthlyIncome !== undefined) {
if (!c.monthlyIncome) {
failed.push(`Monthly income not recorded (minimum ${inr(p.minMonthlyIncome)})`);
} else if (c.monthlyIncome < p.minMonthlyIncome) {
failed.push(`Monthly income ${inr(c.monthlyIncome)} is below ${inr(p.minMonthlyIncome)}`);
} else {
passed.push(`Monthly income ${inr(c.monthlyIncome)} (minimum ${inr(p.minMonthlyIncome)})`);
}
}
if (p.maxLoansPerCustomer !== undefined) {
const running = active.filter((l) => l.productId === p.id).length;
if (running >= p.maxLoansPerCustomer) {
failed.push(`${running} loan(s) of this product already running (maximum ${p.maxLoansPerCustomer})`);
} else {
passed.push(`${running} loan(s) of this product running (maximum ${p.maxLoansPerCustomer})`);
}
}
if (p.maxFoir !== undefined && c.monthlyIncome) {
const room = (c.monthlyIncome * p.maxFoir) / 100 - currentEmi;
if (room <= 0) {
failed.push(`Current EMIs ${inr(currentEmi)} already use the FOIR limit of ${p.maxFoir}% of income`);
} else {
const byFoir = principalForEmi(room, p.annualRate, p.tenureMonths);
passed.push(`FOIR ${p.maxFoir}%: EMI room ${inr(room)} a month supports up to ${inr(byFoir)}`);
limit = Math.min(limit, byFoir);
}
}
if (p.ltvPct !== undefined) {
if (c.fdBalance <= 0) {
failed.push('No FD / RD to pledge');
} else {
const byDeposit = (c.fdBalance * p.ltvPct) / 100;
passed.push(`FD ${inr(c.fdBalance)} at ${p.ltvPct}% allows up to ${inr(byDeposit)}`);
limit = Math.min(limit, byDeposit);
}
}
if (p.id === 4) {
notes.push('Final amount depends on the gold valued at the branch');
}
let eligible = failed.length === 0;
if (eligible && limit < p.minAmount) {
failed.push(`Eligible amount ${inr(limit)} is below the product minimum ${inr(p.minAmount)}`);
eligible = false;
}
const amount = eligible ? round(limit, 1000) : undefined;
const pct = p.secured ? 2.5 : 5;
const shortfall = Math.max(0, shareRequired(c) - (c.shareHeld - MEMBERSHIP_SHARE));
const shareToBuy = amount ? ceil100((amount * pct) / 100 + shortfall) : undefined;
if (amount) {
notes.push(
`Shares of ${inr((amount * pct) / 100)} to be taken (${pct}% of the loan, ${p.secured ? 'secured' : 'unsecured'})`
);
if (shortfall > 0) {
notes.push(`Existing share shortfall of ${inr(shortfall)} on running loans is collected too`);
}
}
notes.push('CIBIL score not checked in this demo');
return {
productId: p.id,
productName: p.name,
eligible,
eligibleAmount: amount,
sharePct: pct,
shareToBuy,
netInHand: amount && shareToBuy !== undefined ? amount - shareToBuy : undefined,
minAmount: p.minAmount,
maxAmount: p.maxAmount,
passed,
failed,
notes
};
}
function toBorrower(c: DemoClient, detail: boolean): Borrower {
const category = categoryOf(c);
const active = c.loans.filter((l) => l.status === 'Active');
const order = STAGES.map((s) => s.stage);
const worst = active.map(stageOf).sort((a, b) => order.indexOf(b) - order.indexOf(a))[0];
const elig = category === 'GOOD' ? DEMO_PRODUCTS.map((p) => eligibility(c, p)) : [];
const loans: BorrowerLoan[] = c.loans.map((l) => ({
loanId: l.id,
accountNo: l.accountNo,
productName: productName(l.productId),
status: l.status,
stage: labelOf(stageOf(l)),
dpd: l.dpd,
emisPaid: l.emisPaid,
emisLate: l.emisLate,
disbursed: l.disbursed,
outstanding: l.outstanding,
overdue: l.overdue,
sharePct: sharePct(l.productId),
shareRequired: l.status === 'Active' ? (l.disbursed * sharePct(l.productId)) / 100 : 0
}));
const st = statement(c);
return {
clientId: c.id,
clientName: c.name,
clientAccountNo: c.accountNo,
category,
activeLoans: active.length,
closedLoans: c.loans.filter((l) => l.status === 'Closed').length,
writtenOffLoans: c.loans.filter((l) => l.status === 'Written off').length,
outstanding: active.reduce((s, l) => s + l.outstanding, 0),
maxDpd: active.reduce((m, l) => Math.max(m, l.dpd), 0),
worstStage: worst ? labelOf(worst) : undefined,
monthlyIncome: c.monthlyIncome,
age: c.age,
depositBalance: c.fdBalance + c.savingsBalance,
currentEmi: active.reduce((s, l) => s + l.emi, 0),
eligibleProducts: elig.filter((e) => e.eligible).length,
emisPaid: c.loans.reduce((s, l) => s + l.emisPaid, 0),
emisLate: c.loans.reduce((s, l) => s + l.emisLate, 0),
shareHeld: c.shareHeld,
shareRequired: MEMBERSHIP_SHARE + shareRequired(c),
accountType: st.type,
avgCredits: st.credits,
avgDebits: st.debits,
returns: st.returns,
accounts: detail ? c.accounts : undefined,
loans: detail ? loans : undefined,
eligibility: detail ? elig : undefined
};
}
export function demoSummary(): LoanEligibilitySummary {
const all = BOOK.flatMap((c) => c.loans);
const stages: LoanStageRow[] = STAGES.map((s) => {
const ls = all.filter((l) => stageOf(l) === s.stage);
return {
...s,
loans: ls.length,
outstanding: ls.reduce((a, l) => a + l.outstanding, 0),
overdue: ls.reduce((a, l) => a + l.overdue, 0)
};
});
const active = all.filter((l) => l.status === 'Active');
const npa = active.filter((l) => isNpa(stageOf(l)));
const activeOut = active.reduce((a, l) => a + l.outstanding, 0);
const npaOut = npa.reduce((a, l) => a + l.outstanding, 0);
const cats = BOOK.map(categoryOf);
const linked = BOOK.filter((c) => shareRequired(c) > 0);
const shortOf = (c: DemoClient) => Math.max(0, shareRequired(c) - (c.shareHeld - MEMBERSHIP_SHARE));
return {
shareRequired: linked.reduce((a, c) => a + shareRequired(c), 0),
shareHeld: linked.reduce((a, c) => a + c.shareHeld - MEMBERSHIP_SHARE, 0),
shareShortMembers: linked.filter((c) => shortOf(c) > 0).length,
shareShortfall: linked.reduce((a, c) => a + shortOf(c), 0),
asOnDate: AS_ON,
activeLoans: active.length,
activeOutstanding: activeOut,
performingLoans: active.length - npa.length,
performingOutstanding: activeOut - npaOut,
npaLoans: npa.length,
npaOutstanding: npaOut,
grossNpaPct: activeOut > 0 ? Math.round((npaOut / activeOut) * 10000) / 100 : 0,
closedLoans: all.filter((l) => l.status === 'Closed').length,
writtenOffLoans: all.filter((l) => l.status === 'Written off').length,
writtenOffAmount: all.filter((l) => l.status === 'Written off').reduce((a, l) => a + l.disbursed * 0.6, 0),
goodBorrowers: cats.filter((c) => c === 'GOOD').length,
watchBorrowers: cats.filter((c) => c === 'WATCH').length,
badBorrowers: cats.filter((c) => c === 'BAD').length,
stages,
products: DEMO_PRODUCTS.map((p) => {
const ls = active.filter((l) => l.productId === p.id);
const bad = ls.filter((l) => isNpa(stageOf(l)));
return {
productId: p.id,
productName: p.name,
activeLoans: ls.length,
performingLoans: ls.length - bad.length,
npaLoans: bad.length,
outstanding: ls.reduce((a, l) => a + l.outstanding, 0),
npaOutstanding: bad.reduce((a, l) => a + l.outstanding, 0)
};
}).sort((a, b) => b.outstanding - a.outstanding),
notes: [
'Demo data: the figures are illustrative, not the bank’s books.',
'Share linking to borrowing: members hold shares of 5% of unsecured and 2.5% of secured loans (UCBs keeping CRAR of 12% on a continuous basis are exempt).',
'Classification as per RBI IRAC norms on days past due (90+ days = NPA; Sub-standard up to 12 months as NPA, then Doubtful D1 / D2 / D3).',
'Eligibility uses each product’s rules: age, age at maturity, monthly income, FOIR, loans per customer and, for loans against FD, the LTV on the deposit.'
]
};
}
export function demoBorrowers(category: BorrowerCategory | '', search: string): Borrower[] {
const q = search.trim().toLowerCase();
return BOOK.filter((c) => !category || categoryOf(c) === category)
.filter((c) => !q || c.name.toLowerCase().includes(q) || c.accountNo.includes(q))
.map((c) => toBorrower(c, false))
.sort(
(a, b) =>
b.maxDpd - a.maxDpd || b.eligibleProducts - a.eligibleProducts || a.clientName.localeCompare(b.clientName)
);
}
export function demoBorrower(clientId: number): Borrower | undefined {
const c = BOOK.find((x) => x.id === clientId);
return c ? toBorrower(c, true) : undefined;
}
@@ -0,0 +1,15 @@
/**
* 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 { NgModule } from '@angular/core';
import { LoanEligibilityRoutingModule } from './loan-eligibility-routing.module';
@NgModule({
imports: [LoanEligibilityRoutingModule]
})
export class LoanEligibilityModule {}
@@ -0,0 +1,154 @@
/**
* 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 { Injectable } from '@angular/core';
import { Observable, delay, of, throwError } from 'rxjs';
import { demoBorrower, demoBorrowers, demoSummary } from './loan-eligibility.mock';
export type BorrowerCategory = 'GOOD' | 'WATCH' | 'BAD';
export interface LoanStageRow {
stage: string;
label: string;
dpdRange: string;
group: 'PERFORMING' | 'NPA' | 'CLOSED';
loans: number;
outstanding: number;
overdue: number;
}
export interface LoanProductRow {
productId: number;
productName: string;
activeLoans: number;
performingLoans: number;
npaLoans: number;
outstanding: number;
npaOutstanding: number;
}
/** Loan book health as on the business date (RBI asset classes, products, borrowers). */
export interface LoanEligibilitySummary {
asOnDate: string;
activeLoans: number;
activeOutstanding: number;
performingLoans: number;
performingOutstanding: number;
npaLoans: number;
npaOutstanding: number;
grossNpaPct: number;
closedLoans: number;
writtenOffLoans: number;
writtenOffAmount: number;
/** Share linking to borrowing across members with running loans. */
shareRequired: number;
shareHeld: number;
shareShortMembers: number;
shareShortfall: number;
goodBorrowers: number;
watchBorrowers: number;
badBorrowers: number;
stages: LoanStageRow[];
products: LoanProductRow[];
notes: string[];
}
export interface BorrowerLoan {
loanId: number;
accountNo: string;
productName: string;
status: string;
stage: string;
dpd: number;
emisPaid: number;
emisLate: number;
disbursed: number;
outstanding: number;
overdue: number;
sharePct: number;
shareRequired: number;
}
export interface AccountMonth {
month: string;
credits: number;
debits: number;
avgBalance: number;
returns: number;
}
/** Savings / current account statement, month by month. */
export interface BorrowerAccount {
type: 'Savings' | 'Current';
accountNo: string;
months: AccountMonth[];
}
export interface ProductEligibility {
productId: number;
productName: string;
eligible: boolean;
eligibleAmount?: number;
sharePct: number;
/** Shares to be taken with this loan (incl. any existing shortfall). */
shareToBuy?: number;
netInHand?: number;
minAmount?: number;
maxAmount?: number;
passed: string[];
failed: string[];
notes: string[];
}
export interface Borrower {
clientId: number;
clientName: string;
clientAccountNo: string;
category: BorrowerCategory;
activeLoans: number;
closedLoans: number;
writtenOffLoans: number;
outstanding: number;
maxDpd: number;
worstStage?: string;
monthlyIncome?: number;
age?: number;
depositBalance: number;
currentEmi: number;
eligibleProducts: number;
/** Repayment record over all loans: EMIs fallen due and how many were paid late. */
emisPaid: number;
emisLate: number;
shareHeld: number;
shareRequired: number;
/** Six-month averages of the operative account. */
accountType: 'Savings' | 'Current';
avgCredits: number;
avgDebits: number;
returns: number;
accounts?: BorrowerAccount[];
loans?: BorrowerLoan[];
eligibility?: ProductEligibility[];
}
/** Loan Eligibility (AI / Intelligence – Lending & Risk): demo data, worked out on the eligibility rules. */
@Injectable({ providedIn: 'root' })
export class LoanEligibilityService {
getSummary(): Observable<LoanEligibilitySummary> {
return of(demoSummary()).pipe(delay(2800));
}
getBorrowers(category: BorrowerCategory | '', search: string): Observable<Borrower[]> {
return of(demoBorrowers(category, search)).pipe(delay(700));
}
getBorrower(clientId: number): Observable<Borrower> {
const b = demoBorrower(clientId);
return b ? of(b).pipe(delay(900)) : throwError(() => new Error('Borrower not found'));
}
}
+1
View File
@@ -967,6 +967,7 @@ export const REPORT_META: ReportMeta[] = [
{ id: 'probable', group: 'classification', label: 'Probable NPA' },
{ id: 'sma', group: 'classification', label: 'SMA Report' },
{ id: 'recovery-dashboard', group: 'recovery-mgmt', label: 'Recovery Management Dashboard' },
{ id: 'cc-recovery', group: 'recovery-mgmt', label: 'Cash Credit (CC) Recovery Management' },
{ id: 'daywise-overdue', group: 'recovery-mgmt', label: 'Day-wise Overdue Report' },
{ id: 'daywise-overdrawn', group: 'recovery-mgmt', label: 'Day-wise Overdrawn Report' },
{ id: 'agri-gold-value', group: 'recovery-mgmt', label: 'Agriculture / Gold Market Value Report' },
@@ -1400,6 +1400,184 @@
</div>
}
<!-- ===================== CASH CREDIT (CC) RECOVERY MANAGEMENT ===================== -->
@if (activeReport === 'cc-recovery') {
<div class="pg-card">
<div class="pos-section-label">
Cash Credit (CC) Recovery Management — Drawing Power &amp; Overdrawn-Day Tracking
</div>
<p class="pg-sub npa-report-note">
Cash Credit is a revolving working-capital facility secured against stock / receivables. Unlike a Term Loan, it
isn't checked against a fixed instalment — it is checked against its <strong>Drawing Power (DP)</strong>, and
tracked by how many continuous <strong>Days Overdrawn</strong> ("Out of Order") it has run — crossing 90 days
turns it <strong>NPA</strong>.
</p>
<div class="npa-glossary">
<div class="npa-glossary-card npa-glossary-card--dp">
<span class="npa-glossary-card__icon"><fa-icon icon="wallet"></fa-icon></span>
<div class="npa-glossary-card__term">Drawing Power (DP)</div>
<p class="npa-glossary-card__desc">
The maximum amount the borrower may actually draw against the sanctioned CC limit — fixed from the value of
stock / book-debts declared in the latest stock statement. Can be lower than the sanctioned limit.
</p>
</div>
<div class="npa-glossary-card npa-glossary-card--ooo">
<span class="npa-glossary-card__icon"><fa-icon icon="hourglass-half"></fa-icon></span>
<div class="npa-glossary-card__term">Out of Order</div>
<p class="npa-glossary-card__desc">
A CC account turns "Out of Order" once its outstanding continuously stays above the limit/DP, or adequate
credits stop coming in, for 90 days — the CC-specific overdue trigger, in place of a missed EMI.
</p>
</div>
<div class="npa-glossary-card npa-glossary-card--sma">
<span class="npa-glossary-card__icon"><fa-icon icon="flag"></fa-icon></span>
<div class="npa-glossary-card__term">Days Overdrawn</div>
<p class="npa-glossary-card__desc">
The running count of continuous days an account has stayed Out of Order — the number a recovery desk
actually watches day to day, instead of a classification label. A rising count is the early-warning sign.
</p>
</div>
<div class="npa-glossary-card npa-glossary-card--npa">
<span class="npa-glossary-card__icon"><fa-icon icon="ban"></fa-icon></span>
<div class="npa-glossary-card__term">NPA (Non-Performing Asset)</div>
<p class="npa-glossary-card__desc">
Once Out of Order crosses 90 days, the CC account slips to NPA — Sub-Standard, then Doubtful-1/2/3, then
Loss Asset as it ages further.
</p>
</div>
</div>
</div>
<div class="pg-card">
<div class="inv-kpis npa-kpis--ratio npa-kpis--compact">
<div class="inv-kpi npa-kpi--accent npa-kpi--accent--neutral">
<span class="npa-kpi__icon"><fa-icon icon="wallet"></fa-icon></span>
<span class="inv-kpi__label">Total CC Accounts</span>
<span class="inv-kpi__value">{{ ccAccounts.length }}</span>
<span class="inv-kpi__sub">₹{{ ccTotalSanctioned | number: '1.0-0' }} sanctioned</span>
</div>
<div class="inv-kpi npa-kpi--accent npa-kpi--accent--warn">
<span class="npa-kpi__icon"><fa-icon icon="hourglass-half"></fa-icon></span>
<span class="inv-kpi__label">Overdrawn (1–90 Days)</span>
<span class="inv-kpi__value" [class.npa-warn]="ccOverdrawnCount > 0">{{ ccOverdrawnCount }}</span>
<span class="inv-kpi__sub">Out of Order, not yet NPA</span>
</div>
<div class="inv-kpi npa-kpi--accent npa-kpi--accent--npa">
<span class="npa-kpi__icon"><fa-icon icon="ban"></fa-icon></span>
<span class="inv-kpi__label">NPA (90+ Days Overdrawn)</span>
<span class="inv-kpi__value npa-warn">{{ ccNpaCount }}</span>
<span class="inv-kpi__sub">₹{{ ccTotalOutstanding | number: '1.0-0' }} total outstanding</span>
</div>
<div class="inv-kpi npa-kpi--accent npa-kpi--accent--info">
<span class="npa-kpi__icon"><fa-icon icon="money-bill-wave"></fa-icon></span>
<span class="inv-kpi__label">Interest Paid (This Cycle)</span>
<span class="inv-kpi__value">₹{{ ccInterestPaidThisCycle | number: '1.0-0' }}</span>
<span class="inv-kpi__sub">of ₹{{ ccInterestDueThisCycle | number: '1.0-0' }} due</span>
</div>
<div class="inv-kpi npa-kpi--accent npa-kpi--accent--positive">
<span class="npa-kpi__icon"><fa-icon icon="hand-holding-usd"></fa-icon></span>
<span class="inv-kpi__label">Total Recovered</span>
<span class="inv-kpi__value">₹{{ ccTotalRecovered | number: '1.0-0' }}</span>
<span class="inv-kpi__sub"
>{{ ccRecoveryPct | number: '1.1-1' }}% of ₹{{ ccTotalSanctioned | number: '1.0-0' }} sanctioned</span
>
</div>
</div>
</div>
<div class="pg-card">
<div class="pos-section-label">
Cash Credit Accounts — Limit, DP &amp; Classification ({{ ccOutOfOrderCount }} of {{ ccAccounts.length }} Out of
Order)
</div>
<div class="pg-table-scroll">
<table class="pg-table">
<thead>
<tr>
<th>Account No</th>
<th>Customer</th>
<th>Branch</th>
<th class="num">Sanctioned Limit</th>
<th class="num">Drawing Power (DP)</th>
<th class="num">Outstanding</th>
<th class="num col-out">Pending to Recover</th>
<th class="num col-out">Excess Over DP</th>
<th class="num">Interest Due (This Cycle)</th>
<th class="num col-in">Interest Paid (This Cycle)</th>
<th class="num col-in">Total Recovered</th>
<th class="num">Days Overdrawn</th>
<th>Status</th>
<th>Recovery Officer</th>
</tr>
</thead>
<tbody>
@for (a of paged(ccAccounts); track a.accountNo) {
<tr>
<td>
<span class="pg-chip">{{ a.accountNo }}</span>
</td>
<td>{{ a.customerName }}</td>
<td>{{ a.branchName }}</td>
<td class="num">₹{{ a.sanctionedAmount | number: '1.0-0' }}</td>
<td class="num">₹{{ a.drawingPower | number: '1.0-0' }}</td>
<td class="num">₹{{ a.outstandingBalance | number: '1.0-0' }}</td>
<td class="num col-out">₹{{ a.overdueAmount | number: '1.0-0' }}</td>
<td class="num col-out">₹{{ excessOverDp(a) | number: '1.0-0' }}</td>
<td class="num">₹{{ expectedThisMonth(a) | number: '1.0-0' }}</td>
<td class="num" [class.col-in]="actualThisMonth(a) > 0" [class.col-out]="actualThisMonth(a) === 0">
₹{{ actualThisMonth(a) | number: '1.0-0' }}
</td>
<td class="num col-in">₹{{ recovered(a) | number: '1.0-0' }}</td>
<td class="num">{{ isNpaStageOf(a) || overdrawnBreachOf(a) ? a.overdueDays : 0 }}</td>
<td>
<span
class="npa-badge"
[class.npa-badge--standard]="!isNpaStageOf(a) && !overdrawnBreachOf(a)"
[class.npa-badge--sma1]="!isNpaStageOf(a) && overdrawnBreachOf(a)"
[class.npa-badge--substandard]="isNpaStageOf(a)"
>
{{ isNpaStageOf(a) ? 'NPA' : overdrawnBreachOf(a) ? 'Overdrawn' : 'Regular' }}
</span>
</td>
<td>{{ a.recoveryOfficer }}</td>
</tr>
} @empty {
<tr>
<td colspan="14" class="pg-empty">No Cash Credit accounts in this branch.</td>
</tr>
}
</tbody>
</table>
</div>
@if (ccAccounts.length > pageSize) {
<div class="pg-pagination">
<span class="pg-pagination__info"
>Showing {{ rangeStart(ccAccounts) }}–{{ rangeEnd(ccAccounts) }} of {{ ccAccounts.length }}</span
>
<div class="pg-pagination__controls">
<button
type="button"
class="pg-btn pg-btn--ghost"
[disabled]="currentPage === 1"
(click)="goToPage(currentPage - 1, ccAccounts)"
>
‹ Prev
</button>
<span class="pg-pagination__page">Page {{ currentPage }} of {{ pageCount(ccAccounts) }}</span>
<button
type="button"
class="pg-btn pg-btn--ghost"
[disabled]="currentPage === pageCount(ccAccounts)"
(click)="goToPage(currentPage + 1, ccAccounts)"
>
Next ›
</button>
</div>
</div>
}
</div>
}
<!-- ===================== 14 AGRICULTURE / GOLD MARKET VALUE REPORT ===================== -->
@if (activeReport === 'agri-gold-value') {
<div class="pg-card">
@@ -660,6 +660,69 @@ export class NpaReportsComponent implements OnInit, OnDestroy {
return this.overdrawnAccounts.filter((a) => this.overdrawnBreachOf(a)).length;
}
// -------------------- Cash Credit (CC) Recovery Management --------------------
/** Pure Cash Credit (MSME) accounts only — product code '01' — kept separate from the combined
* Overdrawn (CC/OD/KCC) bucket so CC's own Drawing Power / Out-of-Order / SMA-NPA position can
* be reviewed on its own, the way a recovery desk actually works a CC book. */
get ccAccounts(): LoanAccount[] {
return this.allAccounts
.filter((a) => a.productCode === '01')
.sort((a, b) => this.excessOverDp(b) - this.excessOverDp(a));
}
/** Any CC account that's irregular — either drawn beyond its Drawing Power right now, or already
* NPA-staged from its overdrawn history (an NPA account doesn't "go Regular" just because it's
* briefly back within DP — RBI upgrade norms require full clearance first). Covers the same
* population the 1–90-day Overdrawn and 90+-day NPA buckets below split in two. */
get ccOutOfOrderCount(): number {
return this.ccAccounts.filter((a) => this.overdrawnBreachOf(a) || this.isNpaStageOf(a)).length;
}
/** Out of Order for 1–90 continuous days — the pre-NPA monitoring window a recovery desk tracks
* by plain day-count, not by an SMA-0/1/2 label (that split only matters for regulatory
* reporting, not the day-to-day collection screen). */
get ccOverdrawnCount(): number {
return this.ccAccounts.filter((a) => this.overdrawnBreachOf(a) && !this.isNpaStageOf(a)).length;
}
/** Out of Order for more than 90 continuous days — the point RBI norms classify a CC/OD account
* as NPA. */
get ccNpaCount(): number {
return this.ccAccounts.filter((a) => this.isNpaStageOf(a)).length;
}
get ccTotalSanctioned(): number {
return this.ccAccounts.reduce((s, a) => s + a.sanctionedAmount, 0);
}
get ccTotalOutstanding(): number {
return this.ccAccounts.reduce((s, a) => s + a.outstandingBalance, 0);
}
/** A Cash Credit account has no fixed EMI — each cycle's "due" amount is interest servicing on
* the drawn balance, so this total doubles as "how much interest was CC customers due to pay
* this cycle". */
get ccInterestDueThisCycle(): number {
return this.ccAccounts.reduce((s, a) => s + this.expectedThisMonth(a), 0);
}
/** How much of that interest the CC book has actually paid this cycle — the answer to "which
* customers have paid how much interest", summed across the Cash Credit book. */
get ccInterestPaidThisCycle(): number {
return this.ccAccounts.reduce((s, a) => s + this.actualThisMonth(a), 0);
}
/** Lifetime cash recovered against the CC book (recorded recovery transactions — cash deposits,
* cheques, NEFT/RTGS, auction/SARFAESI, OTS) — the answer to "loan diya kitna, recover kitna
* hua", measured against what was actually sanctioned. */
get ccTotalRecovered(): number {
return this.ccAccounts.reduce((s, a) => s + this.recovered(a), 0);
}
get ccRecoveryPct(): number {
return this.ccTotalSanctioned ? (this.ccTotalRecovered / this.ccTotalSanctioned) * 100 : 0;
}
// -------------------- Agriculture / Gold Market Value Report --------------------
get agriGoldAccounts(): LoanAccount[] {
return this.allAccounts
@@ -1617,6 +1680,63 @@ export class NpaReportsComponent implements OnInit, OnDestroy {
}
];
case 'cc-recovery':
return [
{
sheetName: 'Cash Credit Recovery',
title: 'Cash Credit (CC) Recovery Management — Drawing Power & Overdrawn-Day Tracking',
subtitle,
headers: [
'Account No',
'Customer',
'Branch',
'Sanctioned Limit',
'Drawing Power',
'Outstanding',
'Pending to Recover',
'Excess Over DP',
'Interest Due (This Cycle)',
'Interest Paid (This Cycle)',
'Total Recovered',
'Days Overdrawn',
'Status',
'Recovery Officer'
],
widths: [
16,
22,
16,
16,
16,
16,
16,
16,
18,
18,
18,
14,
14,
20
],
rows: this.ccAccounts.map((a) => [
a.accountNo,
a.customerName,
a.branchName,
a.sanctionedAmount,
a.drawingPower,
a.outstandingBalance,
a.overdueAmount,
this.excessOverDp(a),
this.expectedThisMonth(a),
this.actualThisMonth(a),
this.recovered(a),
this.isNpaStageOf(a) || this.overdrawnBreachOf(a) ? a.overdueDays : 0,
this.isNpaStageOf(a) ? 'NPA' : this.overdrawnBreachOf(a) ? 'Overdrawn' : 'Regular',
a.recoveryOfficer
])
}
];
case 'daywise-overdrawn':
return [
{
+159
View File
@@ -94,6 +94,165 @@
grid-template-columns: repeat(3, 1fr);
}
// -----------------------------------------------------------------------
// Cash Credit Recovery Management — a glossary strip explaining DP / Out of
// Order / SMA / NPA to a reader meeting the terms for the first time (e.g. a
// stakeholder demo), plus tone-coloured accents for that screen's KPI row.
// -----------------------------------------------------------------------
.npa-glossary {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(230px, 1fr));
gap: 14px;
margin-top: 18px;
}
.npa-glossary-card {
padding: 16px 16px 16px 18px;
border-radius: 12px;
background: #fff;
border: 1px solid #e2e8f0;
border-left: 4px solid #64748b;
transition: box-shadow 0.15s ease;
&:hover {
box-shadow: 0 4px 14px rgb(15 23 42 / 8%);
}
&__icon {
display: inline-flex;
align-items: center;
justify-content: center;
width: 34px;
height: 34px;
border-radius: 999px;
background: #f1f5f9;
color: #475569;
font-size: 14px;
margin-bottom: 10px;
}
&__term {
font-size: 12px;
font-weight: 800;
text-transform: uppercase;
letter-spacing: 0.05em;
color: #0f172a;
margin-bottom: 6px;
}
&__desc {
font-size: 12.5px;
line-height: 1.55;
color: #475569;
margin: 0;
}
&--dp {
border-left-color: #2563eb;
.npa-glossary-card__icon {
background: #dbeafe;
color: #2563eb;
}
}
&--ooo {
border-left-color: #d97706;
.npa-glossary-card__icon {
background: #fef3c7;
color: #b45309;
}
}
&--sma {
border-left-color: #ca8a04;
.npa-glossary-card__icon {
background: #fef9c3;
color: #854d0e;
}
}
&--npa {
border-left-color: #dc2626;
.npa-glossary-card__icon {
background: #fee2e2;
color: #dc2626;
}
}
}
// Compact gap variant for a KPI row that otherwise uses npa-kpis--ratio's 4-wide grid — used by
// the CC Recovery Management summary row, which packs more (smaller) tiles than the main header.
.npa-kpis--compact {
gap: 8px;
}
// Tone-coloured KPI tile for the CC summary row — same .inv-kpi tile, with a left accent + icon
// chip so "Out of Order"/"SMA"/"NPA" read as a severity strip rather than four identical boxes.
// Sized smaller than the default .inv-kpi tile since this row packs 6 of them.
.npa-kpi--accent {
padding: 10px 12px 10px 14px;
border-left: 4px solid var(--npa-kpi-accent, #64748b);
.inv-kpi__label {
font-size: 9px;
}
.inv-kpi__value {
font-size: 16px;
}
.inv-kpi__sub {
font-size: 10px;
}
.npa-kpi__icon {
display: inline-flex;
align-items: center;
justify-content: center;
width: 22px;
height: 22px;
border-radius: 999px;
background: var(--npa-kpi-accent-soft, #f1f5f9);
color: var(--npa-kpi-accent, #475569);
font-size: 10px;
margin-bottom: 4px;
}
&--neutral {
--npa-kpi-accent: #0f4f3c;
--npa-kpi-accent-soft: #dcfce7;
}
&--warn {
--npa-kpi-accent: #d97706;
--npa-kpi-accent-soft: #fef3c7;
}
&--sma {
--npa-kpi-accent: #ca8a04;
--npa-kpi-accent-soft: #fef9c3;
}
&--npa {
--npa-kpi-accent: #dc2626;
--npa-kpi-accent-soft: #fee2e2;
}
&--info {
--npa-kpi-accent: #2563eb;
--npa-kpi-accent-soft: #dbeafe;
}
&--positive {
--npa-kpi-accent: #15803d;
--npa-kpi-accent-soft: #dcfce7;
}
}
// Account Detail header — title/badge on the left, the Recovery Journey trigger pinned right.
.npa-detail-header {
display: flex;
@@ -65,6 +65,7 @@ export class PlatformMenuAccessComponent {
{ code: 'MENU_DEPOSITS', label: 'Deposits', icon: 'piggy-bank' },
{ code: 'MENU_ADVANCES', label: 'Advances', icon: 'hand-holding-usd' },
{ code: 'MENU_LOAN_ORIGINATION', label: 'Loan Origination', icon: 'clipboard-check' },
{ code: 'MENU_CREDIT_BUREAU', label: 'Credit Bureau', icon: 'id-card' },
{ code: 'MENU_SHARE', label: 'Share', icon: 'coins' },
{ code: 'MENU_NPA', label: 'NPA', icon: 'exclamation-triangle' },
{ code: 'MENU_GENERAL_LEDGER', label: 'General Ledger', icon: 'book-open' },
@@ -11,10 +11,12 @@ import { Injectable, inject } from '@angular/core';
import { ActivatedRouteSnapshot } from '@angular/router';
/** rxjs Imports */
import { Observable } from 'rxjs';
import { Observable, of } from 'rxjs';
import { catchError, map, switchMap } from 'rxjs/operators';
/** Custom Services */
import { SavingsService } from '../savings.service';
import { VoucherCorrectionService } from '../../cashier/voucher-correction.service';
/**
* Savings Account data resolver.
@@ -22,14 +24,29 @@ import { SavingsService } from '../savings.service';
@Injectable()
export class SavingsAccountViewResolver {
private savingsService = inject(SavingsService);
private voucherCorrectionService = inject(VoucherCorrectionService);
/**
* Returns the Savings Account data.
* Returns the Savings Account data, without the deposits a completed voucher correction took off this account:
* the passbook and the transaction list read their rows from here, and a deposit that was posted to the wrong
* account and moved should not appear on it at all.
* @param {ActivatedRouteSnapshot} route Route Snapshot
* @returns {Observable<any>}
*/
resolve(route: ActivatedRouteSnapshot): Observable<any> {
const savingAccountId = route.paramMap.get('savingAccountId');
return this.savingsService.getSavingsAccountData(savingAccountId);
return this.savingsService.getSavingsAccountData(savingAccountId).pipe(
switchMap((account: any) =>
this.voucherCorrectionService.voidedTransactions(Number(savingAccountId)).pipe(
catchError(() => of([] as number[])),
map((voided: number[]) => {
if (voided.length && Array.isArray(account?.transactions)) {
account.transactions = account.transactions.filter((txn: any) => !voided.includes(txn.id));
}
return account;
})
)
)
);
}
}
@@ -144,6 +144,24 @@
<fa-icon icon="money-bill-wave" class="ac-tab__ic"></fa-icon>
<span>Withdrawal Requests</span>
</a>
<a
class="ac-tab"
routerLink="./cash-transfers"
routerLinkActive="ac-tab--active"
*mifosxHasPermission="'ALL_FUNCTIONS_READ'"
>
<fa-icon icon="exchange" class="ac-tab__ic"></fa-icon>
<span>Cash Transfers</span>
</a>
<a
class="ac-tab"
routerLink="./voucher-corrections"
routerLinkActive="ac-tab--active"
*mifosxHasPermission="'ALL_FUNCTIONS_READ'"
>
<fa-icon icon="undo" class="ac-tab__ic"></fa-icon>
<span>Voucher Corrections</span>
</a>
<a
class="ac-tab"
routerLink="./share-withdrawal-requests"
@@ -16,7 +16,7 @@ $green: #10b981;
$amber: #f59e0b;
.ac-container {
padding: 20px 24px;
padding: 12px 20px;
max-width: 1440px;
margin: 0 auto;
}
@@ -25,40 +25,40 @@ $amber: #f59e0b;
display: flex;
align-items: center;
justify-content: space-between;
margin-bottom: 16px;
margin-bottom: 10px;
gap: 12px;
flex-wrap: wrap;
&__left {
display: flex;
align-items: center;
gap: 12px;
gap: 10px;
}
&__icon {
width: 44px;
height: 44px;
width: 32px;
height: 32px;
display: inline-flex;
align-items: center;
justify-content: center;
border-radius: 12px;
border-radius: 9px;
background: linear-gradient(135deg, $blue 0%, $purple 100%);
color: #fff;
font-size: 18px;
font-size: 14px;
box-shadow: 0 2px 8px rgb(29 78 216 / 25%);
}
&__title {
margin: 0;
font-size: 20px;
font-size: 16px;
font-weight: 800;
color: $navy;
line-height: 1.1;
}
&__sub {
margin-top: 2px;
font-size: 12.5px;
margin-top: 1px;
font-size: 11px;
color: #64748b;
}
}
@@ -68,26 +68,26 @@ $amber: #f59e0b;
hides most of them behind prev/next pagination arrows. Wrapping keeps every tab visible and one
click away instead of a scroll-and-hunt. */
.ac-tabs {
margin-bottom: 20px;
margin-bottom: 12px;
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 14px;
padding: 6px;
border-radius: 10px;
padding: 4px;
box-shadow: 0 1px 3px rgb(15 23 42 / 4%);
display: flex;
flex-wrap: wrap;
gap: 4px;
gap: 2px;
}
.ac-tab {
display: inline-flex;
align-items: center;
gap: 8px;
height: 38px;
padding: 0 18px;
border-radius: 10px;
gap: 6px;
height: 28px;
padding: 0 11px;
border-radius: 8px;
font-family: Inter, 'DM Sans', Roboto, sans-serif;
font-size: 13px;
font-size: 11.5px;
font-weight: 600;
letter-spacing: 0.01em;
color: #64748b;
@@ -99,7 +99,7 @@ $amber: #f59e0b;
cursor: pointer;
&__ic {
font-size: 13px;
font-size: 11px;
color: inherit;
}
@@ -118,7 +118,7 @@ $amber: #f59e0b;
@media (width <= 768px) {
.ac-tab {
padding: 0 14px;
font-size: 12px;
padding: 0 10px;
font-size: 11px;
}
}
+16
View File
@@ -194,6 +194,22 @@ const routes: Routes = [
component: ShareWithdrawalRequestsComponent,
data: { title: 'Share Withdrawal Requests' }
},
{
path: 'cash-transfers',
loadComponent: () =>
import('../cashier/cash-transfer-approvals/cash-transfer-approvals.component').then(
(m) => m.CashTransferApprovalsComponent
),
data: { title: 'Cash Transfers' }
},
{
path: 'voucher-corrections',
loadComponent: () =>
import('../cashier/voucher-correction-approvals/voucher-correction-approvals.component').then(
(m) => m.VoucherCorrectionApprovalsComponent
),
data: { title: 'Voucher Corrections' }
},
{
path: 'dividend-requests',
component: DividendRequestsComponent,
+42 -40
View File
@@ -45,15 +45,17 @@
"hasMask": false,
"ao": 0,
"ks": { "a": { "a": 0, "k": [
-17.052704811096184,
-15.0467209815979
0,
0,
0
], "ix": 1 }, "s": { "a": 0, "k": [
362.228,
362.228,
394,
394,
100
], "ix": 6 }, "sk": { "a": 0, "k": 0 }, "p": { "a": 0, "k": [
188.2303284168625,
195.49656352277756
250,
250,
0
], "ix": 2 }, "r": { "a": 0, "k": 0, "ix": 10 }, "sa": { "a": 0, "k": 0 }, "o": { "a": 0, "k": 100, "ix": 11 } },
"shapes": [
{
@@ -341,16 +343,16 @@
"g": { "p": 3, "k": { "a": 0, "k": [
0,
1,
0.4470588235294118,
0,
0.6,
0.2,
0.485,
0.9725490196078431,
0.2235294117647059,
0.5019607843137255,
1,
0.9411764705882353,
0,
1
0.6,
0.2,
1,
1,
0.6,
0.2
], "ix": 8 } },
"t": 1,
"a": { "a": 0, "k": 0 },
@@ -363,7 +365,7 @@
"lj": 1,
"ml": 4,
"o": { "a": 0, "k": 100, "ix": 9 },
"w": { "a": 0, "k": 2, "ix": 10 }
"w": { "a": 0, "k": 2.5, "ix": 10 }
},
{
"ty": "fl",
@@ -402,8 +404,8 @@
"o": {
"a": 1,
"k": [
{ "o": { "x": 0.167, "y": 0.167 }, "i": { "x": 0.833, "y": 0.833 }, "s": [0], "t": 0 },
{ "s": [360], "t": 90.0000036657751 }
{ "o": { "x": 0.167, "y": 0.167 }, "i": { "x": 0.833, "y": 0.833 }, "s": [28], "t": 0 },
{ "s": [388], "t": 90.0000036657751 }
],
"ix": 3
},
@@ -437,7 +439,7 @@
250,
250,
0
], "ix": 2 }, "r": { "a": 0, "k": 60, "ix": 10 }, "sa": { "a": 0, "k": 0 }, "o": { "a": 0, "k": 100, "ix": 11 } },
], "ix": 2 }, "r": { "a": 0, "k": 0, "ix": 10 }, "sa": { "a": 0, "k": 0 }, "o": { "a": 0, "k": 100, "ix": 11 } },
"shapes": [
{
"ty": "gr",
@@ -723,16 +725,16 @@
], "ix": 5 },
"g": { "p": 3, "k": { "a": 0, "k": [
0,
0,
0.7764705882352941,
1,
1,
1,
0.485,
0.24705882352941178,
0.38823529411764707,
1,
1,
0.49411764705882355,
0,
1,
1,
1,
1,
1
], "ix": 8 } },
"t": 1,
@@ -746,7 +748,7 @@
"lj": 1,
"ml": 4,
"o": { "a": 0, "k": 100, "ix": 9 },
"w": { "a": 0, "k": 0.5, "ix": 10 }
"w": { "a": 0, "k": 2.5, "ix": 10 }
},
{
"ty": "fl",
@@ -813,14 +815,14 @@
0,
0
], "ix": 1 }, "s": { "a": 0, "k": [
362.228,
362.228,
330,
330,
100
], "ix": 6 }, "sk": { "a": 0, "k": 0 }, "p": { "a": 0, "k": [
250,
250,
0
], "ix": 2 }, "r": { "a": 0, "k": 30, "ix": 10 }, "sa": { "a": 0, "k": 0 }, "o": { "a": 0, "k": 100, "ix": 11 } },
], "ix": 2 }, "r": { "a": 0, "k": 0, "ix": 10 }, "sa": { "a": 0, "k": 0 }, "o": { "a": 0, "k": 100, "ix": 11 } },
"shapes": [
{
"ty": "gr",
@@ -1106,17 +1108,17 @@
], "ix": 5 },
"g": { "p": 3, "k": { "a": 0, "k": [
0,
1,
0.8235294117647058,
0,
0.0784,
0.7059,
0.2118,
0.485,
0.5019607843137255,
0.8117647058823529,
0.5019607843137255,
0.0784,
0.7059,
0.2118,
1,
0,
0.8,
1
0.0784,
0.7059,
0.2118
], "ix": 8 } },
"t": 1,
"a": { "a": 0, "k": 0 },
@@ -1129,7 +1131,7 @@
"lj": 1,
"ml": 4,
"o": { "a": 0, "k": 100, "ix": 9 },
"w": { "a": 0, "k": 0.5, "ix": 10 }
"w": { "a": 0, "k": 2.5, "ix": 10 }
},
{
"ty": "fl",
@@ -1168,8 +1170,8 @@
"o": {
"a": 1,
"k": [
{ "o": { "x": 0.167, "y": 0.167 }, "i": { "x": 0.833, "y": 0.833 }, "s": [0], "t": 0 },
{ "s": [360], "t": 90.0000036657751 }
{ "o": { "x": 0.167, "y": 0.167 }, "i": { "x": 0.833, "y": 0.833 }, "s": [-28], "t": 0 },
{ "s": [332], "t": 90.0000036657751 }
],
"ix": 3
},
+2 -2
View File
@@ -9,8 +9,8 @@
/* tslint:disable */
export default {
'mifos_x': {
'version': '261012',
'hash': '6b0f218b'
'version': '261019',
'hash': '1b70fb453'
},
'allow_switching_backend_instance': true
};
+6 -6
View File
@@ -325,10 +325,10 @@
};
document.head.appendChild(script);
// Progress simulation stages (Guaranteed ~2 seconds duration on refresh)
// Progress simulation stages (Guaranteed ~4 seconds duration on refresh: 2% every 90ms reaches 90% in about 4s)
var interval = setInterval(function () {
if (progress < 90) {
progress += 5;
progress += 2;
} else if (angularReady && progress < 100) {
progress += 5;
}
@@ -351,7 +351,7 @@
}
}, 90);
// Enforce minimum hold time (2000ms = 2 seconds) so refresh always shows the animation
// Enforce minimum hold time (4000ms = 4 seconds) so refresh always shows the animation
setTimeout(function () {
minTimePassed = true;
if (angularReady) {
@@ -359,7 +359,7 @@
if (bar) bar.style.width = '100%';
dismissSplash();
}
}, 2000);
}, 4000);
function dismissSplash() {
if (dismissed) return;
@@ -387,12 +387,12 @@
}
};
// Safety fallback (Max 7s in case of backend network failure)
// Safety fallback (Max 9s in case of backend network failure)
setTimeout(function () {
angularReady = true;
minTimePassed = true;
dismissSplash();
}, 7000);
}, 9000);
})();
</script>