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Author SHA1 Message Date
niteshandClaude Opus 5.5 fca550f4c4 feat(cfcfrms): I4C Live screens for the I4C-MHA integration
New CFCFRMS > I4C Live section backed by /v1/i4c/admin and /v1/i4c/cases
(the demo mock interceptor does not match these paths):

- Dashboard, complaints from I4C, holds register, approvals, responses and
  API log, bank code master, intimation settings.
- Hold popup: overview, hold transactions, customer intimation (automatic and
  manual), maker request (full / partial release, freeze, unfreeze), GRM / MRM
  and documents, request history.
- GRM grievances, MRM restorations and MRM balance report pages; shared date
  range filter (today, yesterday, week, month, custom), server-side paging and
  filters on every list; document upload / download.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-23 11:43:30 +05:30
niteshandClaude Opus 5.5 3e5cc26e49 feat(fixed-deposits): FD quote from the account engine, FD Special payout schedule popup, Special terms locked
- Rate chart step (account opening): the rate, maturity date, maturity amount
  and interest now come from POST fixeddepositaccounts/account-preview for
  every FD type, so the quote matches the account once created (the old
  calculate-fd-interest call counted quarters from the deposit date and was
  off, e.g. FD DOUBLE by 36,979.23). The client-side formula fallback is
  removed: on an error the message is shown, nothing is estimated.
- Dates are sent as the local calendar day (toISOString() turned 21 Oct at
  local midnight into 20 Oct).
- FD Special: total interest paid out monthly, monthly payout, principal at
  maturity, maturity date, number of payouts, and "View payout schedule",
  which opens the existing Monthly Interest Payout Schedule dialog in a new
  preview mode (Days column, no paid / pending status).
- Preview step: FD Special labels (total interest paid out monthly,
  principal at maturity).
- FD product terms: choosing FD Special locks Interest Calculation Type to
  Simple, as Compounding and Posting are locked to Monthly (the backend
  refuses anything else).
- Preview step: three existing `!= null` template checks rewritten for the
  eqeqeq lint rule, same meaning.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-20 16:44:47 +05:30
niteshandClaude Opus 5.5 c3713f8a90 Merge feature/approval-live-badge-counts into dev-latest
Live pending-count badges on the Approval Center tabs and the Approvals menu,
served over one SSE stream.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-20 11:09:08 +05:30
niteshandClaude Sonnet 5.5 f804d356d7 fix(rd-products): save RD Interest Paid under expenses, as on FD and savings
The backend finds the account by name in any group. Products saved while it was under liabilities are still read from there, so the name is not left behind as an "other" liability row.

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
2026-10-20 10:48:37 +05:30
niteshandClaude Sonnet 5.5 1daa8e60a0 fix(cashier): keep the A/C TP kind on SD/FD/RD lookups in transaction entry
SD, FD and RD share one /savingsaccounts list that returns a deposit account of any kind for a number. The lookup now keeps only the deposit type chosen in A/C TP, and when the number belongs to another kind the error says so, so the clerk can fix A/C TP.

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
2026-10-20 10:48:23 +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 4d205672df feat(approvals): live pending-count badges on every Approval Center tab and the Approvals menu
The badges are pushed, not polled. ApprovalCountsService opens one
Server-Sent Events stream (/approvals/counts/stream) through HttpClient so the
login and tenant headers apply; the server writes a `counts` event the moment
the numbers change.

- Total badge on the Approvals menu, count badge on 26 Approval Center tabs
  (Reject Account and Terminated Account are lists, not requests: no badge).
- Last numbers are kept per login in localStorage, so a page refresh shows them
  at once until the stream's first event makes them exact.
- Stream recycles every few minutes and reconnects at once; after a failure it
  retries with a growing wait and reads /approvals/counts meanwhile.
- NO_PROGRESS_BAR token: the background stream does not run the top progress bar.

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
2026-10-15 15:49:36 +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
niteshandClaude Sonnet 5.5 4e3b49a96a feat(ui): remove Undo / Revert transaction actions
Removes the Undo button and Undo menu item from savings, current, fixed deposit, recurring deposit
and loan transactions, the account-transfer Undo, and the Revert Transaction button on the
journal entry transaction detail, to prevent accidental reversal of posted entries.

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
2026-10-13 18:41:39 +05:30
niteshandClaude Sonnet 5.5 915deddb74 feat(cashier): cashier-only cash operations, exchange PAN/denomination checks and Branch Cash Position
- Cash Exchange Entry: customer details with PAN (mandatory above Rs 50,000), cashier card,
  denomination-wise validation against the master and real-time impact preview.
- Inter-Cashier Transfer: sender fixed to the logged-in cashier, both sides' details and
  denomination holdings shown, blocked until both are allocated cash.
- Reconciliation, exchange and inter-cashier operate on the logged-in cashier only.
- New Branch Cash Position screen (vault + cashier drawers, denomination-wise).
- Customer search dialog shows the KYC PAN.
- Cashier menu cleanup: Excess/Closing report and Exchange Detail removed, nav compacted to one row.
- Reverse actions removed from cash transfer, settlement, exchange and inter-cashier.

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
2026-10-13 18:41:24 +05:30
123 changed files with 20077 additions and 1180 deletions
@@ -7,16 +7,6 @@
-->
<div class="container">
<div class="container m-b-20 align-end gap-2px">
@if (!viewAccountTransferData.reversed) {
<span>
<button mat-raised-button color="warn" *mifosxHasPermission="'ADJUST_ACCOUNTTRANSFER'">
<fa-icon icon="undo" class="m-r-10"></fa-icon>{{ 'labels.buttons.Undo' | translate }}
</button>
</span>
}
</div>
<mat-card>
<mat-card-content>
<div class="transfer-container">
@@ -0,0 +1,114 @@
<!--
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">BRANCH OPERATIONS · BRANCH CASH POSITION</div>
<h1 class="pg-title">Branch Cash Position</h1>
<p class="pg-sub">
The notes and coins the branch holds, denomination by denomination: the vault plus every cashier's drawer. Cash
moving between the vault and a cashier nets out; deposits, withdrawals and exchanges change it.
</p>
</div>
</header>
<div class="pg-toolbar pg-toolbar--mat">
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>As of Date</mat-label>
<input matInput type="date" [value]="asOfDate" (change)="onDateChange($any($event.target).value)" />
</mat-form-field>
<button type="button" class="pg-btn pg-btn--primary" (click)="load()" [disabled]="loading">
<mat-icon>refresh</mat-icon> Refresh
</button>
</div>
@if (errorMsg) {
<div class="pg-empty bcp-error">{{ errorMsg }}</div>
}
@if (loading) {
<div class="pg-empty">Loading…</div>
}
@if (position; as p) {
<div class="bcp-totals">
<div class="bcp-total">
<span>Branch</span><strong>{{ p.officeName }}</strong>
</div>
<div class="bcp-total">
<span>Vault</span><strong>₹{{ p.vaultAmount | number: '1.2-2' }}</strong>
</div>
<div class="bcp-total">
<span>Cashiers' drawers</span><strong>₹{{ p.cashiersAmount | number: '1.2-2' }}</strong>
</div>
<div class="bcp-total bcp-total--main">
<span>Bank total</span><strong>₹{{ p.totalAmount | number: '1.2-2' }}</strong>
</div>
</div>
@if (!p.vaultHasBreakdown) {
<div class="pg-empty bcp-note">
No vault denomination breakdown was recorded on or before {{ p.asOfDate }}, so the vault column reads 0. Open
the business day with a note/coin count to start tracking it.
</div>
}
<ng-template #table let-rows let-label="label" let-coin="coin">
@if (rows.length > 0) {
<div class="pos-section-label" [class.pos-section-label--coin]="coin">{{ label }}</div>
<table class="pg-table">
<thead>
<tr>
<th>Denomination</th>
<th class="num">Vault</th>
<th class="num">Cashiers</th>
<th class="num">Bank total (count)</th>
<th class="num">Bank total (₹)</th>
<th class="num">Exchange today</th>
</tr>
</thead>
<tbody>
@for (d of rows; track d.denominationId) {
<tr>
<td>
<span class="pg-chip" [class.pg-chip--coin]="coin">₹{{ d.denominationValue }}</span>
</td>
<td class="num">{{ d.vaultCount }}</td>
<td class="num">{{ d.cashierCount }}</td>
<td class="num bcp-strong">{{ d.totalCount }}</td>
<td class="num">₹{{ d.totalAmount | number: '1.2-2' }}</td>
<td
class="num bcp-move"
[class.bcp-move--in]="d.exchangeNet > 0"
[class.bcp-move--out]="d.exchangeNet < 0"
>
{{ movement(d.exchangeNet) }}
</td>
</tr>
}
</tbody>
</table>
}
</ng-template>
<div class="pg-card bcp-card">
<ng-container
*ngTemplateOutlet="table; context: { $implicit: notes(), label: 'Notes', coin: false }"
></ng-container>
<ng-container
*ngTemplateOutlet="table; context: { $implicit: coins(), label: 'Coins', coin: true }"
></ng-container>
</div>
<p class="bcp-foot">
<strong>Exchange today</strong> is the notes taken in less the notes given out by cash exchanges on
{{ p.asOfDate }}. It is already part of the Cashiers column; it is shown beside the total so a change in the mix
can be seen.
</p>
}
</div>
@@ -0,0 +1,82 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.bcp-error {
color: #dc2626;
}
.bcp-note {
margin-bottom: 12px;
text-align: left;
}
.bcp-totals {
display: flex;
flex-wrap: wrap;
gap: 12px;
margin-bottom: 14px;
}
.bcp-total {
flex: 1 1 180px;
padding: 12px 14px;
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 12px;
span {
display: block;
font-size: 11px;
font-weight: 600;
letter-spacing: 0.04em;
text-transform: uppercase;
color: #64748b;
}
strong {
font-size: 18px;
font-weight: 700;
color: #0f172a;
}
&--main {
background: #e6f4ee;
border-color: #1f7a4d;
strong {
color: #0f4f3c;
}
}
}
.bcp-card {
margin-bottom: 14px;
}
.bcp-strong {
font-weight: 700;
}
.bcp-move {
font-weight: 700;
color: #94a3b8;
&--in {
color: #16a34a;
}
&--out {
color: #dc2626;
}
}
.bcp-foot {
margin: 0;
font-size: 12px;
color: #64748b;
}
@@ -0,0 +1,112 @@
/**
* 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, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { MatIconModule } from '@angular/material/icon';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatInputModule } from '@angular/material/input';
import { of } from 'rxjs';
import { catchError } from 'rxjs/operators';
import { CashierService } from '../cashier.service';
import { businessToday } from 'app/core/utils/business-today';
interface BranchDenomRow {
denominationId: number;
denominationValue: number;
kind: string;
vaultCount: number;
cashierCount: number;
totalCount: number;
totalAmount: number;
/** Notes taken in less notes given out by exchanges on the day. */
exchangeNet: number;
}
interface BranchPosition {
officeId: number;
officeName: string;
asOfDate: string;
vaultHasBreakdown: boolean;
vaultAmount: number;
cashiersAmount: number;
totalAmount: number;
denominations: BranchDenomRow[];
}
/**
* What the branch holds, denomination by denomination: the vault plus every cashier's drawer. An exchange
* (a customer hands in 10 x ₹500 and leaves with 50 x ₹100) leaves the vault alone and changes a drawer, so
* it only shows up in this total -- +10 on ₹500, -50 on ₹100.
*/
@Component({
selector: 'mifosx-branch-cash-position',
templateUrl: './branch-cash-position.component.html',
styleUrls: [
'../cashier-shared.scss',
'../cashier-position/cashier-position.component.scss',
'./branch-cash-position.component.scss'
],
standalone: true,
imports: [
CommonModule,
MatIconModule,
MatFormFieldModule,
MatInputModule
]
})
export class BranchCashPositionComponent implements OnInit {
private service = inject(CashierService);
asOfDate = '';
loading = false;
errorMsg = '';
position: BranchPosition | null = null;
ngOnInit(): void {
const d = businessToday();
this.asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
this.load();
}
load(): void {
this.loading = true;
this.errorMsg = '';
this.position = null;
this.service
.branchCashPosition(this.asOfDate)
.pipe(catchError(() => of(null)))
.subscribe((data: BranchPosition | null) => {
this.loading = false;
if (!data) {
this.errorMsg = 'Could not load the branch cash position.';
return;
}
this.position = data;
});
}
onDateChange(value: string): void {
this.asOfDate = value;
this.load();
}
notes(): BranchDenomRow[] {
return (this.position?.denominations || []).filter((d) => d.kind !== 'coin');
}
coins(): BranchDenomRow[] {
return (this.position?.denominations || []).filter((d) => d.kind === 'coin');
}
/** "+10", "-50", or a dash when the day's exchanges did not touch the denomination. */
movement(net: number): string {
if (!net) return '—';
return net > 0 ? `+${net}` : `${net}`;
}
}
@@ -22,50 +22,255 @@
</div>
</header>
<!-- ── Customer Info Bar ── -->
<div class="cx-customer-bar">
<div
class="cx-customer-toggle"
[class.cx-customer-toggle--active]="isAccountHolder"
(click)="toggleAccountHolder()"
>
<mat-icon>{{ isAccountHolder ? 'check_box' : 'check_box_outline_blank' }}</mat-icon>
<span>Account Holder</span>
</div>
@if (isAccountHolder) {
<label class="cx-field cx-field--inline">
<span>Account No.</span>
<input
type="text"
[value]="accountNo"
(input)="accountNo = $any($event.target).value"
placeholder="e.g. 000101234567"
/>
</label>
} @else {
<span class="cx-walk-in"><mat-icon>person_outline</mat-icon> Walk-in Customer</span>
}
@if (needsIdProof) {
<div class="cx-pan-required">
<mat-icon>warning</mat-icon>
<span>Amount ≥ ₹50,000 — Customer PAN / Aadhaar required (RBI)</span>
<!-- ── Cashier: whose drawer takes the customer's notes and gives the change ── -->
@if (cashier) {
<section class="cx-cashier">
<div class="cx-avatar cx-avatar--sm">{{ cashierInitials }}</div>
<div class="cx-cashier__id">
<div class="cx-cashier__label">Cashier at the counter</div>
<div class="cx-cashier__name">{{ cashier.name || '—' }}</div>
<div class="cx-cashier__flow">
<span><mat-icon>south</mat-icon> Receives from customer</span>
<span><mat-icon>north</mat-icon> Gives to customer</span>
</div>
</div>
<label class="cx-field cx-field--inline cx-field--pan">
<span>PAN / Aadhaar *</span>
<input
type="text"
[value]="customerIdProof"
(input)="customerIdProof = $any($event.target).value"
placeholder="ABCDE1234F"
maxlength="20"
/>
</label>
}
</div>
<div class="cx-cashier__stats">
<div>
<span>Counter</span><strong>{{ cashier.tellerName || '—' }}</strong>
</div>
<div>
<span>Branch</span><strong>{{ cashier.officeName || '—' }}</strong>
</div>
<div>
<span>Allocated today</span
><strong>{{
cashier.allocatedAmount === null ? '—' : '₹' + (cashier.allocatedAmount | number: '1.2-2')
}}</strong>
</div>
<div>
<span>Cash in hand</span><strong>₹{{ cashier.totalAmount | number: '1.2-2' }}</strong>
</div>
</div>
</section>
} @else if (noCashier) {
<section class="cx-cashier cx-cashier--none">
<mat-icon>person_off</mat-icon>
<div>
<div class="cx-cashier__name">Your login is not linked to a cashier</div>
<div class="cx-cashier__label">
A cash exchange moves notes in and out of a cashier's drawer, so it can only be recorded by a cashier. Log in
as a cashier to continue.
</div>
</div>
</section>
}
<!-- ── Customer: an existing client (details from their record) or a walk-in identified at the counter ── -->
<section class="cx-cust">
<header class="cx-cust__head">
<div class="cx-cust__title">
<span class="cx-cust__title-icon"><mat-icon>groups</mat-icon></span>
<div>
<div class="cx-cust__title-text">Customer</div>
<div class="cx-cust__title-sub">Who is exchanging cash at the counter</div>
</div>
</div>
<div class="cx-cust__modes" role="tablist" aria-label="Customer type">
<button
type="button"
role="tab"
class="cx-cust__mode"
[class.cx-cust__mode--active]="customerMode === 'existing'"
[attr.aria-selected]="customerMode === 'existing'"
(click)="setCustomerMode('existing')"
>
<mat-icon>badge</mat-icon> Existing Customer
</button>
<button
type="button"
role="tab"
class="cx-cust__mode"
[class.cx-cust__mode--active]="customerMode === 'walkin'"
[attr.aria-selected]="customerMode === 'walkin'"
(click)="setCustomerMode('walkin')"
>
<mat-icon>person_outline</mat-icon> Walk-in Customer
</button>
</div>
</header>
<div class="cx-cust__body">
<!-- Who -->
<div class="cx-cust__who">
@if (customerMode === 'existing') {
@if (loadingCustomer) {
<div class="cx-cust__empty">
<mat-icon class="cx-cust__empty-icon cx-spin">autorenew</mat-icon>
<div class="cx-cust__empty-title">Loading customer details…</div>
</div>
} @else if (!selectedCustomer) {
<div class="cx-cust__empty">
<mat-icon class="cx-cust__empty-icon">person_search</mat-icon>
<div class="cx-cust__empty-title">No customer selected</div>
<div class="cx-cust__empty-sub">Search by name, account no., PAN or Aadhaar</div>
<button type="button" class="cx-btn cx-btn--primary" (click)="openCustomerSearch()">
<mat-icon>search</mat-icon> Search Customer
</button>
</div>
} @else {
<div class="cx-cust__card">
<div class="cx-cust__card-top">
<div class="cx-avatar">{{ customerInitials }}</div>
<div class="cx-cust__card-id">
<div class="cx-cust__name">{{ selectedCustomer.displayName }}</div>
<div class="cx-cust__badges">
<span
class="cx-kyc"
[class.cx-kyc--ok]="selectedCustomer.kycStatus === 'Verified'"
[class.cx-kyc--warn]="selectedCustomer.kycStatus !== 'Verified'"
>
<mat-icon>{{
selectedCustomer.kycStatus === 'Verified' ? 'verified_user' : 'gpp_maybe'
}}</mat-icon>
KYC: {{ selectedCustomer.kycStatus }}
</span>
@if (selectedCustomer.accountType) {
<span class="cx-chip-tag">{{ selectedCustomer.accountType }}</span>
}
</div>
</div>
<div class="cx-cust__card-actions">
<button type="button" class="cx-link-btn" (click)="openCustomerSearch()">
<mat-icon>swap_horiz</mat-icon> Change
</button>
<button type="button" class="cx-link-btn cx-link-btn--danger" (click)="clearCustomer()">
<mat-icon>close</mat-icon> Remove
</button>
</div>
</div>
<div class="cx-cust__grid">
<div>
<span>CIF No.</span><strong>{{ selectedCustomer.cifNumber || '—' }}</strong>
</div>
<div>
<span>Client ID</span><strong>{{ selectedCustomer.clientId }}</strong>
</div>
<div>
<span>Mobile</span><strong>{{ selectedCustomer.mobileNo || '—' }}</strong>
</div>
<div>
<span>Branch</span><strong>{{ selectedCustomer.officeName || '—' }}</strong>
</div>
<div>
<span>Account</span><strong>{{ selectedCustomer.accountNo || 'No account' }}</strong>
</div>
<div>
<span>PAN on record</span>
<strong>
{{ selectedCustomer.kycPan || 'Not on record' }}
@if (selectedCustomer.kycPan) {
<span
class="cx-kyc cx-kyc--sm"
[class.cx-kyc--ok]="selectedCustomer.panVerified"
[class.cx-kyc--warn]="!selectedCustomer.panVerified"
>{{ selectedCustomer.panVerified ? 'Verified' : 'Not verified' }}</span
>
}
</strong>
</div>
</div>
</div>
}
} @else {
<div class="cx-cust__walkin">
<label class="cx-field">
<span>Customer Name{{ needsPan ? ' *' : '' }}</span>
<input
type="text"
[value]="walkInName"
(input)="walkInName = $any($event.target).value"
placeholder="Full name as on ID"
maxlength="150"
autocomplete="off"
/>
</label>
<label class="cx-field">
<span>Mobile</span>
<input
type="tel"
inputmode="numeric"
[value]="walkInMobile"
(input)="walkInMobile = $any($event.target).value"
placeholder="10-digit mobile number"
maxlength="15"
autocomplete="off"
/>
</label>
</div>
}
</div>
<!-- PAN -->
<div
class="cx-pan"
[class.cx-pan--required]="panMissing"
[class.cx-pan--invalid]="panFormatInvalid"
[class.cx-pan--valid]="panValue && !panFormatInvalid"
>
<div class="cx-pan__head">
<mat-icon>credit_card</mat-icon>
<span class="cx-pan__label">PAN Card</span>
<span class="cx-pan__tag" [class.cx-pan__tag--on]="needsPan">{{ needsPan ? 'Mandatory' : 'Optional' }}</span>
</div>
<div class="cx-pan__input">
<input
type="text"
[value]="panNumber"
(input)="panNumber = $any($event.target).value.toUpperCase()"
placeholder="ABCDE1234F"
maxlength="10"
autocomplete="off"
spellcheck="false"
aria-label="PAN number"
/>
@if (panValue && !panFormatInvalid) {
<mat-icon class="cx-pan__state cx-pan__state--ok">check_circle</mat-icon>
} @else if (panFormatInvalid) {
<mat-icon class="cx-pan__state cx-pan__state--bad">error</mat-icon>
}
</div>
<div class="cx-pan__hint">
@if (panFormatInvalid) {
PAN is 5 letters, 4 digits, 1 letter (e.g. ABCDE1234F).
} @else if (panFromKyc) {
<mat-icon>link</mat-icon> Fetched from the customer's KYC record.
} @else if (panMissing) {
Required: this exchange is above ₹50,000 (Income Tax Rule 114B / RBI).
} @else {
Mandatory for exchanges above ₹50,000.
}
</div>
</div>
</div>
</section>
<div class="cx-cols">
<!-- The cashier's count of a denomination and what this exchange does to it, updated as counts are typed. -->
<ng-template #drawerCell let-d="d">
@if (availableFor(d) === null) {
—
} @else {
In drawer <strong>{{ availableFor(d) }}</strong>
@if (netFor(d) !== 0) {
<span class="cx-after">
<mat-icon>{{ netFor(d) > 0 ? 'trending_up' : 'trending_down' }}</mat-icon>
<strong>{{ drawerAfter(d) }}</strong>
<small>({{ netFor(d) > 0 ? '+' : '' }}{{ netFor(d) }})</small>
</span>
}
}
</ng-template>
<!-- RECEIVED -->
<section class="cx-col cx-col--received">
<header class="cx-col-head">
@@ -78,7 +283,7 @@
<div class="cx-subhead">Bank Notes</div>
}
@for (d of notes; track d.id) {
<div class="cx-row">
<div class="cx-row cx-row--stock">
<span class="cx-chip">{{ d.label }}</span>
<div class="cx-step">
<button type="button" (click)="bump('r', d, -1)" [disabled]="countFor('r', d) === 0">−</button>
@@ -90,6 +295,9 @@
/>
<button type="button" (click)="bump('r', d, 1)">+</button>
</div>
<span class="cx-avail" [class.cx-avail--up]="netFor(d) > 0" [class.cx-avail--down]="netFor(d) < 0">
<ng-container *ngTemplateOutlet="drawerCell; context: { d: d }"></ng-container>
</span>
<span class="cx-amt" [class.cx-amt--zero]="countFor('r', d) === 0"
>₹{{ subtotal('r', d) | number: '1.2-2' }}</span
>
@@ -99,7 +307,7 @@
<div class="cx-subhead">Coins</div>
}
@for (d of coins; track d.id) {
<div class="cx-row">
<div class="cx-row cx-row--stock">
<span class="cx-chip cx-chip--coin">{{ d.label }}</span>
<div class="cx-step">
<button type="button" (click)="bump('r', d, -1)" [disabled]="countFor('r', d) === 0">−</button>
@@ -111,6 +319,9 @@
/>
<button type="button" (click)="bump('r', d, 1)">+</button>
</div>
<span class="cx-avail" [class.cx-avail--up]="netFor(d) > 0" [class.cx-avail--down]="netFor(d) < 0">
<ng-container *ngTemplateOutlet="drawerCell; context: { d: d }"></ng-container>
</span>
<span class="cx-amt" [class.cx-amt--zero]="countFor('r', d) === 0"
>₹{{ subtotal('r', d) | number: '1.2-2' }}</span
>
@@ -131,7 +342,7 @@
<div class="cx-subhead">Bank Notes</div>
}
@for (d of notes; track d.id) {
<div class="cx-row">
<div class="cx-row cx-row--stock" [class.cx-row--over]="exceedsAvailable(d)">
<span class="cx-chip">{{ d.label }}</span>
<div class="cx-step">
<button type="button" (click)="bump('g', d, -1)" [disabled]="countFor('g', d) === 0">−</button>
@@ -141,8 +352,16 @@
[value]="countFor('g', d)"
(input)="onChange('g', d, $any($event.target).value)"
/>
<button type="button" (click)="bump('g', d, 1)">+</button>
<button type="button" (click)="bump('g', d, 1)" [disabled]="!canGiveMore(d)">+</button>
</div>
<span
class="cx-avail"
[class.cx-avail--up]="netFor(d) > 0"
[class.cx-avail--down]="netFor(d) < 0"
[class.cx-avail--over]="exceedsAvailable(d)"
>
<ng-container *ngTemplateOutlet="drawerCell; context: { d: d }"></ng-container>
</span>
<span class="cx-amt" [class.cx-amt--zero]="countFor('g', d) === 0"
>₹{{ subtotal('g', d) | number: '1.2-2' }}</span
>
@@ -152,7 +371,7 @@
<div class="cx-subhead">Coins</div>
}
@for (d of coins; track d.id) {
<div class="cx-row">
<div class="cx-row cx-row--stock" [class.cx-row--over]="exceedsAvailable(d)">
<span class="cx-chip cx-chip--coin">{{ d.label }}</span>
<div class="cx-step">
<button type="button" (click)="bump('g', d, -1)" [disabled]="countFor('g', d) === 0">−</button>
@@ -162,8 +381,16 @@
[value]="countFor('g', d)"
(input)="onChange('g', d, $any($event.target).value)"
/>
<button type="button" (click)="bump('g', d, 1)">+</button>
<button type="button" (click)="bump('g', d, 1)" [disabled]="!canGiveMore(d)">+</button>
</div>
<span
class="cx-avail"
[class.cx-avail--up]="netFor(d) > 0"
[class.cx-avail--down]="netFor(d) < 0"
[class.cx-avail--over]="exceedsAvailable(d)"
>
<ng-container *ngTemplateOutlet="drawerCell; context: { d: d }"></ng-container>
</span>
<span class="cx-amt" [class.cx-amt--zero]="countFor('g', d) === 0"
>₹{{ subtotal('g', d) | number: '1.2-2' }}</span
>
@@ -173,6 +400,30 @@
</section>
</div>
<!-- What this exchange does to the cashier's drawer, denomination by denomination. -->
@if (impactRows.length) {
<div class="cx-impact">
<div class="cx-impact__title"><mat-icon>inventory_2</mat-icon> Drawer after this exchange</div>
<div class="cx-impact__chips">
@for (r of impactRows; track r.id) {
<span
class="cx-impact__chip"
[class.cx-impact__chip--up]="r.net > 0"
[class.cx-impact__chip--down]="r.net < 0"
>
<b>{{ r.label }}</b>
{{ r.before }} → {{ r.after }}
<em>({{ r.net > 0 ? '+' : '' }}{{ r.net }})</em>
</span>
}
</div>
<div class="cx-impact__note">
The branch's total for each denomination moves by the same amount; the vault is not touched (Branch Ops → Branch
Cash Position).
</div>
</div>
}
<div class="cx-summary">
<div class="cx-sum">
<span>Received</span><strong>₹{{ receivedTotal | number: '1.2-2' }}</strong>
@@ -213,9 +464,15 @@
</div>
</div>
}
@if (needsIdProof && !customerIdProof.trim()) {
@if (panMissing) {
<div class="cx-warn cx-warn--pan">
<mat-icon>badge</mat-icon> Enter customer PAN / Aadhaar to proceed (amount ≥ ₹50,000).
<mat-icon>badge</mat-icon> Enter the customer's PAN to proceed (amount above ₹50,000).
</div>
}
@if (!customerIdentified && !loadingCustomer) {
<div class="cx-warn cx-warn--pan">
<mat-icon>person_search</mat-icon>
{{ customerMode === 'existing' ? 'Search and select the customer.' : "Enter the walk-in customer's name." }}
</div>
}
@@ -73,99 +73,584 @@
}
}
/* ── Customer info bar ── */
.cx-customer-bar {
display: flex;
align-items: center;
gap: 12px;
padding: 10px 14px;
background: #f8fafc;
/* ── Customer: existing client or walk-in, plus PAN ── */
.cx-cust {
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 10px;
flex-wrap: wrap;
}
border-radius: 14px;
box-shadow: 0 1px 2px rgb(15 23 42 / 4%);
overflow: hidden;
.cx-customer-toggle {
display: flex;
align-items: center;
gap: 6px;
font-size: 13px;
font-weight: 600;
color: #475569;
cursor: pointer;
user-select: none;
&__head {
display: flex;
align-items: center;
justify-content: space-between;
flex-wrap: wrap;
gap: 12px;
padding: 12px 16px;
background: linear-gradient(180deg, #f8fafc, #f1f5f9);
border-bottom: 1px solid #e2e8f0;
}
mat-icon {
font-size: 20px;
height: 20px;
width: 20px;
&__title {
display: flex;
align-items: center;
gap: 10px;
}
&__title-icon {
display: grid;
place-items: center;
width: 36px;
height: 36px;
border-radius: 10px;
background: #e6f4ee;
color: #0f4f3c;
mat-icon {
font-size: 20px;
width: 20px;
height: 20px;
}
}
&__title-text {
font-size: 14px;
font-weight: 700;
color: #0f172a;
}
&__title-sub {
font-size: 12px;
color: #64748b;
}
&__modes {
display: inline-flex;
padding: 3px;
background: #e2e8f0;
border-radius: 10px;
}
&__mode {
display: inline-flex;
align-items: center;
gap: 6px;
height: 32px;
padding: 0 14px;
border: 0;
border-radius: 8px;
background: transparent;
font-size: 13px;
font-weight: 600;
color: #475569;
cursor: pointer;
transition:
background 0.15s ease,
color 0.15s ease;
mat-icon {
font-size: 18px;
width: 18px;
height: 18px;
}
&:hover {
color: #0f172a;
}
&--active,
&--active:hover {
background: #fff;
color: #0f4f3c;
box-shadow: 0 1px 3px rgb(15 23 42 / 15%);
}
}
&__body {
display: grid;
grid-template-columns: minmax(0, 1.7fr) minmax(260px, 1fr);
gap: 16px;
padding: 16px;
}
&__who {
min-width: 0;
}
/* Nothing picked yet, or loading */
&__empty {
display: flex;
flex-direction: column;
align-items: center;
justify-content: center;
gap: 4px;
min-height: 150px;
padding: 20px;
text-align: center;
background: #f8fafc;
border: 1.5px dashed #cbd5e1;
border-radius: 12px;
}
&__empty-icon {
font-size: 36px;
width: 36px;
height: 36px;
color: #94a3b8;
}
&--active {
color: #1e40af;
&__empty-title {
font-size: 14px;
font-weight: 600;
color: #334155;
}
&__empty-sub {
margin-bottom: 8px;
font-size: 12px;
color: #64748b;
}
/* A picked client */
&__card {
padding: 14px;
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 12px;
}
&__card-top {
display: flex;
align-items: center;
flex-wrap: wrap;
gap: 12px;
}
&__card-id {
flex: 1 1 180px;
min-width: 0;
}
&__name {
font-size: 16px;
font-weight: 700;
color: #0f172a;
overflow-wrap: anywhere;
}
&__badges {
display: flex;
align-items: center;
flex-wrap: wrap;
gap: 6px;
margin-top: 4px;
}
&__card-actions {
display: flex;
gap: 4px;
}
&__grid {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(150px, 1fr));
gap: 12px 16px;
margin-top: 12px;
padding-top: 12px;
border-top: 1px dashed #e2e8f0;
span {
display: block;
margin-bottom: 2px;
font-size: 11px;
color: #64748b;
}
strong {
font-size: 13px;
font-weight: 600;
color: #0f172a;
}
}
/* A walk-in, identified at the counter */
&__walkin {
display: grid;
grid-template-columns: 1fr 1fr;
gap: 12px;
.cx-field {
font-size: 12px;
}
.cx-field input {
width: 100%;
height: 40px;
box-sizing: border-box;
}
}
.cx-field input:focus {
outline: none;
border-color: #1f7a4d;
box-shadow: 0 0 0 3px rgb(31 122 77 / 15%);
}
}
.cx-avatar {
display: grid;
place-items: center;
flex: 0 0 auto;
width: 44px;
height: 44px;
border-radius: 50%;
background: linear-gradient(135deg, #1f7a4d, #0f4f3c);
font-size: 15px;
font-weight: 700;
letter-spacing: 0.02em;
color: #fff;
&--sm {
width: 40px;
height: 40px;
font-size: 14px;
}
}
/* The cashier at the counter, or why there is none */
.cx-cashier {
display: flex;
align-items: center;
flex-wrap: wrap;
gap: 14px 20px;
padding: 12px 16px;
background: #fff;
border: 1px solid #e2e8f0;
border-left: 4px solid #1f7a4d;
border-radius: 14px;
box-shadow: 0 1px 2px rgb(15 23 42 / 4%);
&__id {
flex: 1 1 220px;
min-width: 0;
}
&__label {
font-size: 11px;
font-weight: 600;
letter-spacing: 0.04em;
text-transform: uppercase;
color: #64748b;
}
&__name {
font-size: 16px;
font-weight: 700;
color: #0f172a;
}
&__flow {
display: flex;
flex-wrap: wrap;
gap: 4px 14px;
margin-top: 2px;
font-size: 12px;
color: #475569;
span {
display: inline-flex;
align-items: center;
gap: 2px;
}
mat-icon {
color: #1e40af;
font-size: 14px;
width: 14px;
height: 14px;
color: #94a3b8;
}
}
&__stats {
display: flex;
flex-wrap: wrap;
gap: 10px 28px;
span {
display: block;
font-size: 11px;
color: #64748b;
}
strong {
font-size: 14px;
font-weight: 600;
color: #0f172a;
}
}
&--none {
background: #fffbeb;
border-color: #fcd34d;
border-left-color: #d97706;
mat-icon {
color: #d97706;
}
.cx-cashier__label {
font-weight: 500;
letter-spacing: 0;
text-transform: none;
color: #92400e;
}
}
}
.cx-walk-in {
display: flex;
.cx-kyc {
display: inline-flex;
align-items: center;
gap: 4px;
font-size: 12px;
color: #64748b;
padding: 2px 8px;
border-radius: 999px;
font-size: 11px;
font-weight: 600;
mat-icon {
font-size: 16px;
height: 16px;
width: 16px;
font-size: 14px;
width: 14px;
height: 14px;
}
&--ok {
background: #dcfce7;
color: #166534;
}
&--warn {
background: #fef3c7;
color: #92400e;
}
&--sm {
margin-left: 6px;
padding: 1px 6px;
font-size: 10px;
}
}
.cx-pan-required {
display: flex;
align-items: center;
gap: 6px;
padding: 4px 10px;
background: #fffbeb;
border: 1px solid #fcd34d;
.cx-chip-tag {
padding: 2px 8px;
border-radius: 6px;
background: #eef2ff;
font-size: 11px;
font-weight: 600;
color: #3730a3;
}
.cx-link-btn {
display: inline-flex;
align-items: center;
gap: 4px;
height: 30px;
padding: 0 10px;
border: 0;
border-radius: 8px;
background: transparent;
font-size: 12px;
font-weight: 600;
color: #92400e;
color: #1e40af;
cursor: pointer;
mat-icon {
font-size: 16px;
height: 16px;
width: 16px;
color: #d97706;
height: 16px;
}
&:hover {
background: #eff6ff;
}
&--danger {
color: #b91c1c;
&:hover {
background: #fef2f2;
}
}
}
.cx-field--inline {
flex-direction: row;
align-items: center;
/* PAN: neutral until needed, amber when required and missing, red when malformed, green when valid */
.cx-pan {
display: flex;
flex-direction: column;
align-self: start;
gap: 8px;
padding: 14px;
background: #f8fafc;
border: 1px solid #e2e8f0;
border-radius: 12px;
span {
white-space: nowrap;
&__head {
display: flex;
align-items: center;
gap: 8px;
mat-icon {
font-size: 20px;
width: 20px;
height: 20px;
color: #475569;
}
}
input {
width: 180px;
&__label {
font-size: 13px;
font-weight: 700;
color: #0f172a;
}
&__tag {
margin-left: auto;
padding: 2px 8px;
border-radius: 999px;
background: #e2e8f0;
font-size: 11px;
font-weight: 600;
color: #475569;
&--on {
background: #fef3c7;
color: #92400e;
}
}
&__input {
position: relative;
input {
width: 100%;
height: 44px;
box-sizing: border-box;
padding: 0 40px 0 12px;
background: #fff;
border: 1.5px solid #cbd5e1;
border-radius: 10px;
font-family: ui-monospace, sfmono-regular, menlo, consolas, monospace;
font-size: 18px;
font-weight: 600;
letter-spacing: 0.18em;
text-transform: uppercase;
color: #0f172a;
&::placeholder {
font-weight: 500;
color: #cbd5e1;
}
&:focus {
outline: none;
border-color: #1f7a4d;
box-shadow: 0 0 0 3px rgb(31 122 77 / 15%);
}
}
}
&__state {
position: absolute;
top: 50%;
right: 10px;
transform: translateY(-50%);
font-size: 22px;
width: 22px;
height: 22px;
&--ok {
color: #16a34a;
}
&--bad {
color: #dc2626;
}
}
&__hint {
display: flex;
align-items: center;
gap: 4px;
font-size: 12px;
color: #64748b;
mat-icon {
font-size: 14px;
width: 14px;
height: 14px;
}
}
&--required {
background: #fffbeb;
border-color: #fcd34d;
.cx-pan__input input {
border-color: #f59e0b;
}
.cx-pan__hint {
font-weight: 600;
color: #92400e;
}
}
&--invalid {
background: #fef2f2;
border-color: #fecaca;
.cx-pan__input input {
border-color: #ef4444;
}
.cx-pan__hint {
font-weight: 600;
color: #b91c1c;
}
}
&--valid {
background: #f0fdf4;
border-color: #bbf7d0;
.cx-pan__input input {
border-color: #22c55e;
}
.cx-pan__hint {
color: #166534;
}
}
}
.cx-field--pan input {
width: 160px;
border-color: #fcd34d;
.cx-spin {
animation: cx-spin 1s linear infinite;
}
&:focus {
outline: none;
border-color: #d97706;
@keyframes cx-spin {
to {
transform: rotate(360deg);
}
}
@media (width <= 900px) {
.cx-cust__body {
grid-template-columns: 1fr;
}
}
@media (width <= 600px) {
.cx-cust__walkin {
grid-template-columns: 1fr;
}
}
@@ -345,6 +830,129 @@
border-bottom: 1px dotted #eef2f7;
}
/* Both sides: the cashier's count of each denomination sits between the counter and the amount. */
.cx-row--stock {
grid-template-columns: 64px 120px 1fr 96px;
}
.cx-row--over {
background: #fef2f2;
}
.cx-avail {
padding-left: 6px;
font-size: 12px;
color: #64748b;
strong {
font-weight: 700;
color: #0f172a;
}
/* the count after this exchange: green when it goes up, red when it goes down */
.cx-after {
display: inline-flex;
align-items: center;
gap: 3px;
margin-left: 6px;
font-weight: 600;
mat-icon {
font-size: 16px;
width: 16px;
height: 16px;
}
small {
font-size: 11px;
}
}
&--up .cx-after,
&--up .cx-after strong {
color: #15803d;
}
&--down .cx-after,
&--down .cx-after strong {
color: #b45309;
}
&--over,
&--over strong,
&--over .cx-after,
&--over .cx-after strong {
color: #b91c1c;
}
}
/* The drawer after the whole exchange, one chip per denomination it changes */
.cx-impact {
padding: 12px 14px;
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 12px;
&__title {
display: flex;
align-items: center;
gap: 6px;
margin-bottom: 8px;
font-size: 13px;
font-weight: 700;
color: #0f172a;
mat-icon {
font-size: 18px;
width: 18px;
height: 18px;
color: #475569;
}
}
&__chips {
display: flex;
flex-wrap: wrap;
gap: 8px;
}
&__chip {
display: inline-flex;
align-items: center;
gap: 6px;
padding: 5px 10px;
border-radius: 8px;
background: #f1f5f9;
font-size: 12px;
color: #334155;
b {
font-weight: 700;
}
em {
font-style: normal;
font-weight: 700;
}
&--up {
background: #dcfce7;
color: #166534;
}
&--down {
background: #fef3c7;
color: #92400e;
}
}
&__note {
margin-top: 8px;
font-size: 11px;
color: #64748b;
}
}
.cx-chip {
display: inline-flex;
align-items: center;
@@ -11,7 +11,15 @@ import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { MatIconModule } from '@angular/material/icon';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { MatDialog, MatDialogModule } from '@angular/material/dialog';
import { forkJoin, of } from 'rxjs';
import { catchError } from 'rxjs/operators';
import { CashierService } from '../cashier.service';
import { ClientsService } from 'app/clients/clients.service';
import {
CustomerSearchDialogComponent,
CustomerSearchResult
} from 'app/shared/customer-search-dialog/customer-search-dialog.component';
import { businessToday } from 'app/core/utils/business-today';
interface Denom {
@@ -21,6 +29,47 @@ interface Denom {
label: string;
}
/** An existing client picked through Customer Search, with what the counter needs to identify them. */
interface SelectedCustomer {
clientId: number;
displayName: string;
cifNumber: string | null;
mobileNo: string | null;
officeName: string | null;
accountNo: string | null;
accountType: string | null;
/** PAN on the client's KYC record, if any. */
kycPan: string | null;
panVerified: boolean;
kycStatus: string;
}
/** The cashier at the counter: the one who takes the customer's notes and hands over the change. */
interface CashierInfo {
cashierId: number;
name: string;
tellerName: string | null;
officeName: string | null;
/** Cash the vault allocated to them for the day, once known. */
allocatedAmount: number | null;
/** Cash they hold now. */
totalAmount: number;
}
/** Same rule as ClientKycApiConstants.PAN_REGEX on the server: 5 letters, 4 digits, 1 letter. */
const PAN_PATTERN = /^[A-Z]{5}[0-9]{4}[A-Z]$/;
/** Income Tax Rule 114B / RBI: a cash exchange above this needs the customer's PAN. */
const PAN_MANDATORY_ABOVE = 50000;
const KYC_STATUS: Record<number, string> = {
100: 'Pending',
200: 'In Progress',
300: 'Verified',
400: 'Rejected',
500: 'Expired'
};
/** Cashier cash-exchange entry: customer gives some denominations and takes equal-value change (net 0). */
@Component({
selector: 'mifosx-cash-exchange-entry',
@@ -31,11 +80,14 @@ interface Denom {
CommonModule,
FormsModule,
MatIconModule,
MatSnackBarModule
MatSnackBarModule,
MatDialogModule
]
})
export class CashExchangeEntryComponent implements OnInit {
private service = inject(CashierService);
private clientsService = inject(ClientsService);
private dialog = inject(MatDialog);
private snackBar = inject(MatSnackBar);
notes: Denom[] = [];
@@ -47,11 +99,17 @@ export class CashExchangeEntryComponent implements OnInit {
saving = false;
// ── Customer info ──
isAccountHolder = false;
accountNo = '';
customerIdProof = '';
/** An existing client found through Customer Search, or a walk-in identified at the counter. */
customerMode: 'existing' | 'walkin' = 'walkin';
selectedCustomer: SelectedCustomer | null = null;
loadingCustomer = false;
walkInName = '';
walkInMobile = '';
panNumber = '';
// ── Cashier position (for denomination overdraft check) ──
// ── Cashier at the counter, and their position (for the denomination overdraft check) ──
/** The cashier linked to the logged-in user; null when the login is not a cashier's. */
cashier: CashierInfo | null = null;
private availableMap = new Map<number, number>();
positionLoaded = false;
@@ -88,7 +146,19 @@ export class CashExchangeEntryComponent implements OnInit {
((res?.denominations || []) as any[]).forEach((d: any) => {
if (d.denominationId) this.availableMap.set(Number(d.denominationId), Number(d.count ?? 0));
});
const cashierId = res?.cashierId ? Number(res.cashierId) : null;
this.cashier = cashierId
? {
cashierId,
name: res.cashierName || '',
tellerName: null,
officeName: null,
allocatedAmount: null,
totalAmount: Number(res.totalAmount ?? 0)
}
: null;
this.positionLoaded = true;
if (cashierId) this.loadCashierDetails(cashierId);
},
error: () => {
this.positionLoaded = true;
@@ -96,6 +166,31 @@ export class CashExchangeEntryComponent implements OnInit {
});
}
/** The counter, branch and today's allocation; the card still shows name and cash in hand without them. */
private loadCashierDetails(cashierId: number): void {
this.service
.getInterCashierCashierSummary(cashierId, this.exchangeDate)
.pipe(catchError(() => of(null)))
.subscribe((r: any) => {
if (!r || this.cashier?.cashierId !== cashierId) return;
this.cashier = {
...this.cashier,
tellerName: r.tellerName || null,
officeName: r.officeName || null,
allocatedAmount: Number(r.allocatedAmount ?? 0)
};
});
}
/** Up to two letters for the cashier's avatar. */
get cashierInitials(): string {
const words = (this.cashier?.name || '').trim().split(/\s+/).filter(Boolean);
if (words.length === 0) return '?';
const first = words[0].charAt(0);
const last = words.length > 1 ? words[words.length - 1].charAt(0) : '';
return (first + last).toUpperCase();
}
countFor(side: 'r' | 'g', d: Denom): number {
return (side === 'r' ? this.receivedCounts : this.givenCounts)[d.id] || 0;
}
@@ -129,14 +224,102 @@ export class CashExchangeEntryComponent implements OnInit {
return this.receivedTotal > 0 && this.receivedTotal === this.givenTotal;
}
/** Above ₹50,000 PAN/ID is mandatory per RBI guideline */
get needsIdProof(): boolean {
return this.receivedTotal >= 50000;
/** Above ₹50,000 the customer's PAN is mandatory (Income Tax Rule 114B, followed under RBI guidelines). */
get needsPan(): boolean {
return this.receivedTotal > PAN_MANDATORY_ABOVE;
}
/** Up to two letters for the avatar: first and last word of the customer's name. */
get customerInitials(): string {
const words = (this.selectedCustomer?.displayName || '').trim().split(/\s+/).filter(Boolean);
if (words.length === 0) return '?';
const first = words[0].charAt(0);
const last = words.length > 1 ? words[words.length - 1].charAt(0) : '';
return (first + last).toUpperCase();
}
get panValue(): string {
return this.panNumber.trim().toUpperCase();
}
/** A PAN that is entered must be well-formed, required or not. */
get panFormatInvalid(): boolean {
return !!this.panValue && !PAN_PATTERN.test(this.panValue);
}
get panMissing(): boolean {
return this.needsPan && !this.panValue;
}
/** The PAN comes from the client's KYC record, so the cashier confirms it rather than types it. */
get panFromKyc(): boolean {
return !!this.selectedCustomer?.kycPan && this.panValue === this.selectedCustomer.kycPan.toUpperCase();
}
/** Who the customer is has to be known: a picked client, or a walk-in's name once PAN is required. */
get customerIdentified(): boolean {
if (this.customerMode === 'existing') return !!this.selectedCustomer;
return !this.needsPan || this.walkInName.trim().length > 0;
}
/** A login with no cashier behind it has no drawer to take notes into or give change from. */
get noCashier(): boolean {
return this.positionLoaded && !this.cashier;
}
/** How many of the denomination the cashier holds, or null while that is not known (loading, or no cashier). */
availableFor(d: Denom): number | null {
if (!this.positionLoaded || !this.cashier) return null;
return this.availableMap.get(d.id) ?? 0;
}
/** The cashier is giving more of this denomination than they hold. */
exceedsAvailable(d: Denom): boolean {
const available = this.availableFor(d);
return available !== null && this.countFor('g', d) > available;
}
/** The + on the given side stops at what the cashier holds; a larger typed number is still caught and shown. */
canGiveMore(d: Denom): boolean {
const available = this.availableFor(d);
return available === null || this.countFor('g', d) < available;
}
/** What this exchange does to the cashier's count of the denomination: notes taken in less notes given out. */
netFor(d: Denom): number {
return this.countFor('r', d) - this.countFor('g', d);
}
/** The cashier's count of the denomination once this exchange is recorded, or null while it is not known. */
drawerAfter(d: Denom): number | null {
const available = this.availableFor(d);
return available === null ? null : available + this.netFor(d);
}
/**
* The denominations this exchange changes, with the drawer's count before and after, so the effect shows
* while the counts are being typed. The branch's total for each denomination moves by the same amount, as
* the customer's notes go into the drawer and the change comes out of it; the vault is not involved.
*/
get impactRows(): Array<{ id: number; label: string; kind: string; net: number; before: number; after: number }> {
if (!this.positionLoaded || !this.cashier) return [];
return this.denoms
.filter((d) => this.netFor(d) !== 0)
.map((d) => ({
id: d.id,
label: d.label,
kind: d.kind,
net: this.netFor(d),
before: this.availableFor(d) ?? 0,
after: this.drawerAfter(d) ?? 0
}));
}
/** Denominations where cashier is giving more than currently available. */
get givenOverdraftItems(): Array<{ label: string; available: number; requested: number }> {
if (!this.positionLoaded) return [];
// Without a cashier every denomination would read as "0 available"; the missing cashier is the
// thing to tell the user, not a stock shortage.
if (!this.positionLoaded || !this.cashier) return [];
return this.denoms
.map((d) => ({ label: d.label, available: this.availableMap.get(d.id) ?? 0, requested: this.countFor('g', d) }))
.filter((item) => item.requested > 0 && item.requested > item.available);
@@ -147,21 +330,77 @@ export class CashExchangeEntryComponent implements OnInit {
}
get valid(): boolean {
return this.matches && (!this.needsIdProof || this.customerIdProof.trim().length > 0) && !this.hasGivenOverdraft;
return (
this.matches &&
!!this.cashier &&
!this.hasGivenOverdraft &&
!this.panFormatInvalid &&
!this.panMissing &&
this.customerIdentified &&
!this.loadingCustomer
);
}
toggleAccountHolder(): void {
this.isAccountHolder = !this.isAccountHolder;
if (!this.isAccountHolder) this.accountNo = '';
setCustomerMode(mode: 'existing' | 'walkin'): void {
if (this.customerMode === mode) return;
this.customerMode = mode;
this.selectedCustomer = null;
this.walkInName = '';
this.walkInMobile = '';
this.panNumber = '';
}
/** Pick an existing client through Customer Search, then load their details and KYC (PAN). */
openCustomerSearch(): void {
this.dialog
// An existing customer without an account is still a known customer, so the account is not required.
.open(CustomerSearchDialogComponent, { width: '960px', maxWidth: '95vw', data: { requireAccount: false } })
.afterClosed()
.subscribe((result: CustomerSearchResult | undefined) => {
if (!result?.clientId) return;
this.loadCustomer(result);
});
}
private loadCustomer(result: CustomerSearchResult): void {
this.loadingCustomer = true;
const id = String(result.clientId);
forkJoin({
client: this.clientsService.getClientData(id, true).pipe(catchError(() => of(null))),
kyc: this.clientsService.getClientKyc(id, true).pipe(catchError(() => of(null)))
}).subscribe(({ client, kyc }: { client: any; kyc: any }) => {
const kycPan: string | null = kyc?.panNumber || result.panNumber || null;
this.selectedCustomer = {
clientId: result.clientId,
displayName: client?.displayName || result.displayName,
cifNumber: client?.cifNumber || null,
mobileNo: client?.mobileNo || result.mobileNo || null,
officeName: client?.officeName || result.officeName || null,
accountNo: result.accountNo || null,
accountType: result.accountType || null,
kycPan,
panVerified: !!kyc?.panVerified,
kycStatus: KYC_STATUS[Number(kyc?.kycStatus?.id ?? kyc?.kycStatus)] || 'Not on record'
};
this.panNumber = kycPan ? kycPan.toUpperCase() : '';
this.loadingCustomer = false;
});
}
clearCustomer(): void {
this.selectedCustomer = null;
this.panNumber = '';
}
clear(): void {
this.receivedCounts = {};
this.givenCounts = {};
this.note = '';
this.accountNo = '';
this.customerIdProof = '';
this.isAccountHolder = false;
this.customerMode = 'walkin';
this.selectedCustomer = null;
this.walkInName = '';
this.walkInMobile = '';
this.panNumber = '';
}
submit(): void {
@@ -171,11 +410,17 @@ export class CashExchangeEntryComponent implements OnInit {
this.denoms
.filter((d) => this.countFor(side, d) > 0)
.map((d) => ({ denominationId: d.id, denominationValue: d.value, count: this.countFor(side, d) }));
const customer = this.customerMode === 'existing' ? this.selectedCustomer : null;
const pan = this.panValue || null;
const payload: any = {
exchangeDate: this.exchangeDate,
note: this.note || null,
customerIdProof: this.customerIdProof.trim() || null,
accountNo: this.isAccountHolder && this.accountNo.trim() ? this.accountNo.trim() : null,
clientId: customer?.clientId ?? null,
accountNo: customer?.accountNo ?? null,
customerName: customer ? customer.displayName : this.walkInName.trim() || null,
customerMobile: customer ? customer.mobileNo : this.walkInMobile.trim() || null,
panNumber: pan,
customerIdProof: pan,
received: build('r'),
given: build('g')
};
@@ -11,25 +11,11 @@
<div>
<div class="pg-eyebrow">CASHIER · HISTORY</div>
<h1 class="pg-title">Cash Movement History</h1>
<p class="pg-sub">All transfers, settlements, and inter-cashier movements. Reverse any active transaction.</p>
<p class="pg-sub">All transfers, settlements, inter-cashier movements and cash exchanges.</p>
</div>
<button type="button" class="pg-btn pg-btn--ghost" (click)="load()"><mat-icon>refresh</mat-icon> Refresh</button>
</header>
<!-- Reversal confirm panel -->
@if (reversingId !== null) {
<div class="reverse-panel">
<mat-icon class="reverse-icon">warning</mat-icon>
<span
>Reverse <strong>#{{ reversingId }}</strong
>? This cannot be undone.</span
>
<input class="reverse-reason" type="text" [(ngModel)]="reverseReason" placeholder="Reason (optional)" />
<button type="button" class="pg-btn pg-btn--danger" (click)="confirmReverse()">Confirm Reversal</button>
<button type="button" class="pg-btn pg-btn--ghost" (click)="cancelReverse()">Cancel</button>
</div>
}
@if (loading) {
<div class="pg-empty">Loading…</div>
}
@@ -134,11 +120,6 @@
>
<mat-icon>visibility</mat-icon>
</button>
@if (!r.isReversed) {
<button type="button" class="pg-btn pg-btn--ghost btn-sm" title="Reverse" (click)="startReverse(r)">
<mat-icon>undo</mat-icon>
</button>
}
</div>
</td>
</tr>
@@ -187,6 +168,12 @@
<span class="detail-meta__label">Date</span>
<span class="detail-meta__val">{{ detail.row.date }}</span>
</div>
@if (detail.row.type === 'exchange') {
<div class="detail-meta__item">
<span class="detail-meta__label">Customer PAN</span>
<span class="detail-meta__val">{{ detail.row.panNumber || '—' }}</span>
</div>
}
<div class="detail-meta__item">
<span class="detail-meta__label">Total Amount</span>
<span class="detail-meta__val detail-meta__val--amount">₹{{ detail.row.amount | number: '1.2-2' }}</span>
@@ -47,38 +47,6 @@
}
}
.reverse-panel {
display: flex;
align-items: center;
gap: 12px;
padding: 12px 16px;
background: #fffbeb;
border: 1px solid #fcd34d;
border-radius: 10px;
flex-wrap: wrap;
font-size: 13px;
color: #92400e;
.reverse-icon {
color: #f59e0b;
font-size: 20px;
height: 20px;
width: 20px;
}
.reverse-reason {
flex: 1 1 200px;
height: 34px;
padding: 0 10px;
border: 1px solid #fcd34d;
border-radius: 7px;
font-size: 13px;
font-family: inherit;
background: #fff;
color: #1a1a1a;
}
}
/* ── Action buttons cell ── */
.action-btns {
display: flex;
@@ -8,9 +8,7 @@
import { Component, OnInit, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { MatIconModule } from '@angular/material/icon';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { MatTabsModule } from '@angular/material/tabs';
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
import { forkJoin, of } from 'rxjs';
@@ -31,6 +29,8 @@ interface TxnRow {
reversedBy: number | null;
reversedAt: string | null;
reverseReason: string | null;
/** Customer PAN recorded on a cash exchange. */
panNumber?: string | null;
type: 'transfer' | 'settlement' | 'inter' | 'exchange';
}
@@ -52,7 +52,10 @@ interface DetailView {
loading: boolean;
}
/** Unified history of all cash movements with reversal and detail view support. */
/**
* Unified history of all cash movements with a detail view. Read-only: cash movements cannot be reversed
* from here (an earlier reversal still shows as Reversed, with who, when and why).
*/
@Component({
selector: 'mifosx-cash-history',
templateUrl: './cash-history.component.html',
@@ -63,16 +66,13 @@ interface DetailView {
standalone: true,
imports: [
CommonModule,
FormsModule,
MatIconModule,
MatSnackBarModule,
MatTabsModule,
MatPaginatorModule
]
})
export class CashHistoryComponent implements OnInit {
private service = inject(CashierService);
private snackBar = inject(MatSnackBar);
transfers: TxnRow[] = [];
settlements: TxnRow[] = [];
@@ -99,10 +99,6 @@ export class CashHistoryComponent implements OnInit {
private denomKindMap = new Map<number, 'note' | 'coin'>();
reversingId: number | null = null;
reversingType: string | null = null;
reverseReason = '';
detail: DetailView | null = null;
ngOnInit(): void {
@@ -212,7 +208,8 @@ export class CashHistoryComponent implements OnInit {
this.exchanges = (exchangeItems as any[]).map((e) => ({
id: e.id,
date: e.exchangeDate,
fromParty: e.accountNo ? `Account ${e.accountNo}` : 'Walk-in Customer',
fromParty: this.exchangeParty(e),
panNumber: e.panNumber ?? null,
toParty: e.performedByUsername || '—',
amount: e.exchangeAmount,
note: e.note,
@@ -310,7 +307,8 @@ export class CashHistoryComponent implements OnInit {
this.exchanges = (res.pageItems ?? []).map((e: any) => ({
id: e.id,
date: e.exchangeDate,
fromParty: e.accountNo ? `Account ${e.accountNo}` : 'Walk-in Customer',
fromParty: this.exchangeParty(e),
panNumber: e.panNumber ?? null,
toParty: e.performedByUsername || '—',
amount: e.exchangeAmount,
note: e.note,
@@ -392,39 +390,12 @@ export class CashHistoryComponent implements OnInit {
this.detail = null;
}
startReverse(row: TxnRow): void {
this.reversingId = row.id;
this.reversingType = row.type;
this.reverseReason = '';
}
cancelReverse(): void {
this.reversingId = null;
this.reversingType = null;
this.reverseReason = '';
}
confirmReverse(): void {
if (!this.reversingId || !this.reversingType) return;
const id = this.reversingId;
const type = this.reversingType;
const reason = this.reverseReason;
this.cancelReverse();
let obs$;
if (type === 'transfer') obs$ = this.service.reverseCashTransfer(id, reason);
else if (type === 'settlement') obs$ = this.service.reverseCashSettlement(id, reason);
else if (type === 'exchange') obs$ = this.service.reverseCashExchange(id, reason);
else obs$ = this.service.reverseInterCashierTransfer(id, reason);
obs$.pipe(catchError(() => of(null))).subscribe((res: any) => {
if (res?.reversed) {
this.snackBar.open('Transaction reversed successfully', 'Close', { duration: 3000 });
this.load();
} else {
this.snackBar.open('Reversal failed', 'Close', { duration: 3000 });
}
});
/** Who the exchange was with: the customer's name (and account, if one), else the account, else a walk-in. */
private exchangeParty(e: any): string {
if (e.customerName) {
return e.accountNo ? `${e.customerName} (A/C ${e.accountNo})` : e.customerName;
}
return e.accountNo ? `Account ${e.accountNo}` : 'Walk-in Customer';
}
typeLabel(type: string): string {
@@ -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 = '';
+21
View File
@@ -23,6 +23,7 @@ import { DayBookComponent } from './day-book/day-book.component';
import { VoucherReportComponent } from './voucher-report/voucher-report.component';
import { BranchDayComponent } from './branch-day/branch-day.component';
import { VaultPositionComponent } from './vault-position/vault-position.component';
import { BranchCashPositionComponent } from './branch-cash-position/branch-cash-position.component';
import { AccountRegisterComponent } from './account-register/account-register.component';
import { ClosingCashReportComponent } from './closing-cash-report/closing-cash-report.component';
import { ExcessTransactionReportComponent } from './excess-transaction-report/excess-transaction-report.component';
@@ -82,6 +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: () =>
@@ -225,6 +233,13 @@ const routes: Routes = [
component: VaultPositionComponent,
data: { title: 'Vault Position', breadcrumb: 'Vault Position' }
},
{
// What the whole branch holds per denomination: the vault plus every cashier's drawer, so an
// exchange (which leaves the vault alone) is visible in the bank's total.
path: 'branch-position',
component: BranchCashPositionComponent,
data: { title: 'Branch Cash Position', breadcrumb: 'Branch Cash Position' }
},
{
// The same day book the clerk and cashier read, reached from where a principal officer
// signing the day off actually looks. It carries the Officer Verification Sheet — each
@@ -283,6 +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,
+29 -13
View File
@@ -32,9 +32,6 @@ export class CashierService {
getCashExchange(id: number): Observable<any> {
return this.http.get(`/cashexchange/${id}`);
}
reverseCashExchange(id: number, reason: string): Observable<any> {
return this.http.post(`/cashexchange/${id}/reverse`, { reason });
}
// ── Tellers / Cashiers ──
getTellers(officeId?: number): Observable<any[]> {
@@ -50,8 +47,21 @@ export class CashierService {
}
// ── Cash Transfer ──
createCashTransfer(data: any): Observable<any> {
return this.http.post('/cashtransfer', data);
/** Cash leaves the vault only when a different person approves, so the screen raises a request, not a transfer. */
createCashTransferRequest(data: any): Observable<any> {
return this.http.post('/cashtransfer/requests', data);
}
/** Requests by status (comma separated); mine narrows them to the ones the caller raised. */
getCashTransferRequests(status?: string, mine = false): Observable<any[]> {
let params = new HttpParams().set('mine', String(mine));
if (status) params = params.set('status', status);
return this.http.get<any[]>('/cashtransfer/requests', { params });
}
approveCashTransferRequest(id: number): Observable<any> {
return this.http.post(`/cashtransfer/requests/${id}/approve`, {});
}
rejectCashTransferRequest(id: number, reason: string): Observable<any> {
return this.http.post(`/cashtransfer/requests/${id}/reject`, { reason });
}
getCashTransfers(offset = 0, limit = 20): Observable<any> {
const params = new HttpParams().set('offset', offset).set('limit', limit);
@@ -60,9 +70,6 @@ export class CashierService {
getCashTransferById(id: number): Observable<any> {
return this.http.get(`/cashtransfer/${id}`);
}
reverseCashTransfer(id: number, reason: string): Observable<any> {
return this.http.post(`/cashtransfer/${id}/reverse`, { reason });
}
// ── Cash Settlement ──
createCashSettlement(data: any): Observable<any> {
@@ -75,9 +82,6 @@ export class CashierService {
getCashSettlementById(id: number): Observable<any> {
return this.http.get(`/cashsettlement/${id}`);
}
reverseCashSettlement(id: number, reason: string): Observable<any> {
return this.http.post(`/cashsettlement/${id}/reverse`, { reason });
}
// ── Inter-cashier Transfer ──
createInterCashierTransfer(data: any): Observable<any> {
@@ -90,8 +94,10 @@ export class CashierService {
getInterCashierById(id: number): Observable<any> {
return this.http.get(`/cashintercashier/${id}`);
}
reverseInterCashierTransfer(id: number, reason: string): Observable<any> {
return this.http.post(`/cashintercashier/${id}/reverse`, { reason });
/** One cashier's details, today's vault allocation and denomination-wise cash, for either side of a transfer. */
getInterCashierCashierSummary(cashierId: number, date: string): Observable<any> {
const params = new HttpParams().set('cashierId', cashierId).set('date', date);
return this.http.get<any>('/cashintercashier/cashier-summary', { params });
}
// ── Reconciliation ──
@@ -318,6 +324,16 @@ export class CashierService {
if (asOfDate) params = params.set('asOfDate', asOfDate);
return this.http.get('/cashreports/vault-position', { params });
}
/**
* Denomination-wise cash the whole branch holds: its vault(s) plus every cashier's drawer, with the day's
* exchange movement beside it. Not for a cashier -- the server refuses it.
*/
branchCashPosition(asOfDate?: string, officeId?: number): Observable<any> {
let params = new HttpParams();
if (asOfDate) params = params.set('asOfDate', asOfDate);
if (officeId) params = params.set('officeId', String(officeId));
return this.http.get('/cashreports/branch-position', { params });
}
excessTransactionReport(threshold: number, fromDate?: string, toDate?: string): Observable<any[]> {
let params = new HttpParams().set('threshold', String(threshold));
if (fromDate) params = params.set('fromDate', fromDate);
@@ -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 {
@@ -11,41 +11,29 @@
<div>
<div class="pg-eyebrow">CASHIER · INTER-CASHIER TRANSFER</div>
<h1 class="pg-title">Inter-Cashier Transfer</h1>
<p class="pg-sub">Move denomination-wise cash between two cashiers within the same teller.</p>
<p class="pg-sub">Hand over denomination-wise cash from your drawer to another cashier at your counter.</p>
</div>
<button type="button" class="pg-btn pg-btn--ghost" (click)="clear()"><mat-icon>undo</mat-icon> Clear</button>
</header>
<div class="pg-toolbar pg-toolbar--mat">
@if (tellers.length === 1) {
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Teller</mat-label>
<input matInput type="text" [value]="tellers[0].name" readonly />
</mat-form-field>
} @else {
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Teller</mat-label>
<mat-select [value]="selectedTellerId" (selectionChange)="onTellerSelect($event.value)">
@for (t of tellers; track t.id) {
<mat-option [value]="t.id">{{ t.name }}</mat-option>
}
@if (tellers.length === 0) {
<mat-option [value]="null" disabled>No tellers configured</mat-option>
}
</mat-select>
</mat-form-field>
}
@if (ownCashierMissing) {
<div class="ict-alert">
<mat-icon>person_off</mat-icon>
Your login is not linked to a cashier. An inter-cashier transfer is made by the cashier handing the cash over, so
log in as that cashier.
</div>
}
<div class="pg-toolbar pg-toolbar--mat">
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>From (Cashier)</mat-label>
<mat-select [value]="fromCashierId" (selectionChange)="onFromSelect($event.value)" [disabled]="!selectedTellerId">
@for (c of availableFrom; track c.id) {
<mat-option [value]="c.id">{{ c.label }}</mat-option>
}
@if (selectedTellerId && allCashiers.length === 0 && !loadingCashiers) {
<mat-option [value]="null" disabled>No cashiers</mat-option>
}
</mat-select>
<mat-label>Teller</mat-label>
<input matInput type="text" [value]="tellerName || '—'" readonly />
</mat-form-field>
<!-- The sender is always the cashier who is logged in; nothing to pick. -->
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>From (You)</mat-label>
<input matInput type="text" [value]="fromParty || '—'" readonly />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
@@ -54,7 +42,7 @@
@for (c of availableTo; track c.id) {
<mat-option [value]="c.id">{{ c.label }}</mat-option>
}
@if (fromCashierId && availableTo.length === 0) {
@if (fromCashierId && !loadingCashiers && availableTo.length === 0) {
<mat-option [value]="null" disabled>No other cashiers</mat-option>
}
</mat-select>
@@ -62,7 +50,7 @@
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Date</mat-label>
<input matInput type="date" [value]="transferDate" (change)="transferDate = $any($event.target).value" />
<input matInput type="date" [value]="transferDate" (change)="onDateChange($any($event.target).value)" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="pg-note-field">
@@ -71,26 +59,102 @@
</mat-form-field>
</div>
<!-- Both sides of the transfer: who they are, whether the vault has allocated them cash today,
and what they hold now. -->
@if (fromCashierId || toCashierId) {
<div class="ict-parties">
<ng-container
*ngTemplateOutlet="
partyCard;
context: { title: 'From (Sending Cashier)', s: fromSummary, loading: loadingFrom, picked: !!fromCashierId }
"
></ng-container>
<mat-icon class="ict-parties__arrow">arrow_forward</mat-icon>
<ng-container
*ngTemplateOutlet="
partyCard;
context: { title: 'To (Receiving Cashier)', s: toSummary, loading: loadingTo, picked: !!toCashierId }
"
></ng-container>
</div>
}
<ng-template #partyCard let-title="title" let-s="s" let-loading="loading" let-picked="picked">
<div class="ict-party" [class.ict-party--blocked]="s && !s.cashAllocated">
<div class="ict-party__title">{{ title }}</div>
@if (!picked) {
<div class="ict-party__empty">Select a cashier</div>
} @else if (loading) {
<div class="ict-party__empty">Loading…</div>
} @else if (!s) {
<div class="ict-party__empty">Could not load this cashier's details.</div>
} @else {
<div class="ict-party__name">{{ s.cashierName || '—' }}</div>
<div class="ict-party__meta">
<span><mat-icon>point_of_sale</mat-icon> {{ s.tellerName || '—' }}</span>
<span><mat-icon>account_balance</mat-icon> {{ s.officeName || '—' }}</span>
</div>
<div class="ict-party__figures">
<div>
<div class="ict-party__label">Allocated today</div>
<div class="ict-party__value">₹{{ s.allocatedAmount | number: '1.2-2' }}</div>
</div>
<div>
<div class="ict-party__label">Cash in hand</div>
<div class="ict-party__value">₹{{ s.totalAmount | number: '1.2-2' }}</div>
</div>
</div>
@if (!s.cashAllocated) {
<div class="ict-party__warn">
<mat-icon>block</mat-icon> No cash allocated from the vault for this date — inter-cashier transfer is not
allowed.
</div>
}
}
</div>
</ng-template>
@if (fromSummary && toSummary && !bothAllocated) {
<div class="ict-alert">
<mat-icon>block</mat-icon>
Both cashiers must first be allocated cash from the vault (Cash Transfer) for {{ transferDate }} before an
inter-cashier transfer.
</div>
}
@if (anyExceedsHeld) {
<div class="ict-alert">
<mat-icon>error_outline</mat-icon>
The sending cashier does not hold enough of the highlighted denominations.
</div>
}
<div class="pg-card">
<table class="pg-table">
<thead>
<tr>
<th>Denomination</th>
<th class="num">From holds</th>
<th style="text-align: center">Count</th>
<th class="num">Amount</th>
<th class="num">To holds</th>
</tr>
</thead>
<tbody>
@if (notes.length) {
<tr class="pg-section">
<td colspan="3">Bank Notes</td>
<td colspan="5">Bank Notes</td>
</tr>
}
@for (d of notes; track d.id) {
<tr>
<tr [class.ict-row--over]="exceedsHeld(d)">
<td>
<span class="pg-chip">{{ d.label }}</span>
</td>
<td class="num" [class.ict-held--over]="exceedsHeld(d)">
<ng-container
*ngTemplateOutlet="heldCell; context: { n: heldBy(fromSummary, d), delta: -countFor(d) }"
></ng-container>
</td>
<td style="display: flex; justify-content: center">
<div class="pg-step">
<button type="button" (click)="bump(d, -1)" [disabled]="countFor(d) === 0">−</button>
@@ -99,18 +163,28 @@
</div>
</td>
<td class="num">₹{{ subtotal(d) | number: '1.2-2' }}</td>
<td class="num">
<ng-container
*ngTemplateOutlet="heldCell; context: { n: heldBy(toSummary, d), delta: countFor(d) }"
></ng-container>
</td>
</tr>
}
@if (coins.length) {
<tr class="pg-section">
<td colspan="3">Coins</td>
<td colspan="5">Coins</td>
</tr>
}
@for (d of coins; track d.id) {
<tr>
<tr [class.ict-row--over]="exceedsHeld(d)">
<td>
<span class="pg-chip pg-chip--coin">{{ d.label }}</span>
</td>
<td class="num" [class.ict-held--over]="exceedsHeld(d)">
<ng-container
*ngTemplateOutlet="heldCell; context: { n: heldBy(fromSummary, d), delta: -countFor(d) }"
></ng-container>
</td>
<td style="display: flex; justify-content: center">
<div class="pg-step">
<button type="button" (click)="bump(d, -1)" [disabled]="countFor(d) === 0">−</button>
@@ -119,17 +193,34 @@
</div>
</td>
<td class="num">₹{{ subtotal(d) | number: '1.2-2' }}</td>
<td class="num">
<ng-container
*ngTemplateOutlet="heldCell; context: { n: heldBy(toSummary, d), delta: countFor(d) }"
></ng-container>
</td>
</tr>
}
@if (denoms.length === 0) {
<tr>
<td colspan="3" class="pg-empty">No active denominations. Add some in Cash Denomination.</td>
<td colspan="5" class="pg-empty">No active denominations. Add some in Cash Denomination.</td>
</tr>
}
</tbody>
</table>
</div>
<!-- A held count, with what it becomes once this transfer is recorded. -->
<ng-template #heldCell let-n="n" let-delta="delta">
@if (n === null) {
—
} @else {
{{ n }}
@if (delta !== 0) {
<span class="ict-after">→ {{ n + delta }}</span>
}
}
</ng-template>
<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()">
@@ -0,0 +1,150 @@
/**
* 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/.
*/
.ict-parties {
display: grid;
grid-template-columns: 1fr auto 1fr;
align-items: stretch;
gap: 12px;
margin-bottom: 12px;
&__arrow {
align-self: center;
color: #64748b;
}
@media (width <= 760px) {
grid-template-columns: 1fr;
&__arrow {
justify-self: center;
transform: rotate(90deg);
}
}
}
.ict-party {
padding: 12px 14px;
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 10px;
&--blocked {
background: #fef2f2;
border-color: #fecaca;
}
&__title {
font-size: 11px;
font-weight: 700;
letter-spacing: 0.04em;
text-transform: uppercase;
color: #64748b;
}
&__empty {
margin-top: 8px;
font-size: 13px;
color: #94a3b8;
}
&__name {
margin-top: 4px;
font-size: 16px;
font-weight: 700;
color: #0f172a;
}
&__meta {
display: flex;
flex-wrap: wrap;
gap: 14px;
margin-top: 4px;
font-size: 12px;
color: #475569;
span {
display: inline-flex;
align-items: center;
gap: 4px;
}
mat-icon {
font-size: 14px;
width: 14px;
height: 14px;
}
}
&__figures {
display: flex;
gap: 24px;
margin-top: 10px;
}
&__label {
font-size: 11px;
color: #64748b;
}
&__value {
font-size: 15px;
font-weight: 700;
color: #0f172a;
}
&__warn {
display: flex;
align-items: center;
gap: 6px;
margin-top: 10px;
font-size: 12px;
font-weight: 600;
color: #991b1b;
mat-icon {
font-size: 16px;
width: 16px;
height: 16px;
}
}
}
.ict-alert {
display: flex;
align-items: center;
gap: 8px;
margin-bottom: 10px;
padding: 8px 14px;
background: #fef2f2;
border: 1px solid #fecaca;
border-radius: 8px;
font-size: 12px;
color: #991b1b;
mat-icon {
font-size: 16px;
width: 16px;
height: 16px;
}
}
.ict-row--over {
background: #fef2f2;
}
.ict-held--over {
color: #b91c1c;
font-weight: 700;
}
.ict-after {
margin-left: 4px;
font-size: 11px;
color: #64748b;
}
@@ -29,12 +29,27 @@ interface Cashier {
id: number;
label: string;
}
/** One side of the transfer, from GET /cashintercashier/cashier-summary. */
interface CashierSummary {
cashierId: number;
cashierName: string;
tellerName: string;
officeName: string;
cashAllocated: boolean;
allocatedAmount: number;
totalAmount: number;
/** Count held per denomination id. */
held: Record<number, number>;
}
/** Move cash denomination-wise between two cashiers under the same teller. */
@Component({
selector: 'mifosx-inter-cashier-transfer',
templateUrl: './inter-cashier-transfer.component.html',
styleUrls: ['../cashier-shared.scss'],
styleUrls: [
'../cashier-shared.scss',
'./inter-cashier-transfer.component.scss'
],
standalone: true,
imports: [
CommonModule,
@@ -57,7 +72,12 @@ export class InterCashierTransferComponent implements OnInit {
note = '';
saving = false;
tellers: { id: number; name: string }[] = [];
/**
* The sending cashier is always the one logged in: cash is handed over from their own drawer, so there is
* no one else to pick on that side. Only the receiving cashier is chosen.
*/
ownCashierMissing = false;
tellerName = '';
allCashiers: Cashier[] = [];
selectedTellerId: number | null = null;
fromCashierId: number | null = null;
@@ -66,15 +86,19 @@ export class InterCashierTransferComponent implements OnInit {
toParty = '';
loadingCashiers = false;
/** Details and denomination-wise cash of each side, so both are seen before the transfer is recorded. */
fromSummary: CashierSummary | null = null;
toSummary: CashierSummary | null = null;
loadingFrom = false;
loadingTo = false;
get denoms(): Denom[] {
return [
...this.notes,
...this.coins
];
}
get availableFrom(): Cashier[] {
return this.allCashiers;
}
/** Everyone under the same teller except the sender. */
get availableTo(): Cashier[] {
return this.allCashiers.filter((c) => c.id !== this.fromCashierId);
}
@@ -98,25 +122,20 @@ export class InterCashierTransferComponent implements OnInit {
this.coins = [];
}
});
this.service
.getTellers()
.pipe(catchError(() => of([] as any[])))
.subscribe((list) => {
this.tellers = (list || []).map((t: any) => ({ id: t.id, name: t.name }));
if (this.tellers.length === 1) {
this.onTellerSelect(this.tellers[0].id);
}
});
// The sender is the cashier behind this login; their counter then gives the receivers to pick from.
this.service.getCurrentCashierInfo().subscribe((info) => {
if (!info) {
this.ownCashierMissing = true;
return;
}
this.fromCashierId = info.cashierId;
this.fromParty = info.cashierName;
this.loadSummary('from');
});
}
onTellerSelect(tellerId: number): void {
this.selectedTellerId = tellerId;
this.fromCashierId = null;
this.toCashierId = null;
this.fromParty = '';
this.toParty = '';
this.allCashiers = [];
if (!tellerId) return;
/** The other cashiers at this counter, one of whom receives the cash. */
private loadReceivers(tellerId: number): void {
this.loadingCashiers = true;
this.service
.getCashiersForTeller(tellerId)
@@ -127,20 +146,90 @@ export class InterCashierTransferComponent implements OnInit {
});
}
onFromSelect(cashierId: number): void {
this.fromCashierId = cashierId;
const c = this.allCashiers.find((x) => x.id === cashierId);
this.fromParty = c ? c.label : '';
if (this.toCashierId === cashierId) {
this.toCashierId = null;
this.toParty = '';
}
}
onToSelect(cashierId: number): void {
this.toCashierId = cashierId;
const c = this.allCashiers.find((x) => x.id === cashierId);
this.toParty = c ? c.label : '';
this.loadSummary('to');
}
onDateChange(value: string): void {
this.transferDate = value;
this.loadSummary('from');
this.loadSummary('to');
}
/** Fetch one side's details, vault allocation and denomination-wise cash for the transfer date. */
private loadSummary(side: 'from' | 'to'): void {
const cashierId = side === 'from' ? this.fromCashierId : this.toCashierId;
if (side === 'from') {
this.fromSummary = null;
} else {
this.toSummary = null;
}
if (!cashierId || !this.transferDate) return;
this.setLoading(side, true);
this.service
.getInterCashierCashierSummary(cashierId, this.transferDate)
.pipe(catchError(() => of(null)))
.subscribe((r: any) => {
this.setLoading(side, false);
// A late answer for a cashier no longer selected on that side is dropped.
const current = side === 'from' ? this.fromCashierId : this.toCashierId;
if (!r || current !== cashierId) return;
// The sender's summary also tells which counter they are at, hence who they can hand cash to.
if (side === 'from' && r.tellerId && this.selectedTellerId !== Number(r.tellerId)) {
this.selectedTellerId = Number(r.tellerId);
this.tellerName = r.tellerName || '';
this.loadReceivers(this.selectedTellerId);
}
const held: Record<number, number> = {};
for (const d of r.denominations || []) {
held[d.denominationId] = (held[d.denominationId] || 0) + Number(d.count || 0);
}
const summary: CashierSummary = {
cashierId: r.cashierId,
cashierName: r.cashierName,
tellerName: r.tellerName,
officeName: r.officeName,
cashAllocated: !!r.cashAllocated,
allocatedAmount: Number(r.allocatedAmount || 0),
totalAmount: Number(r.totalAmount || 0),
held
};
if (side === 'from') {
this.fromSummary = summary;
} else {
this.toSummary = summary;
}
});
}
private setLoading(side: 'from' | 'to', loading: boolean): void {
if (side === 'from') {
this.loadingFrom = loading;
} else {
this.loadingTo = loading;
}
}
/** Count of the denomination the cashier holds, or null while their figures are not loaded. */
heldBy(summary: CashierSummary | null, d: Denom): number | null {
return summary ? summary.held[d.id] || 0 : null;
}
/** The sending cashier is asked to hand on more of this denomination than they hold. */
exceedsHeld(d: Denom): boolean {
return !!this.fromSummary && this.countFor(d) > (this.fromSummary.held[d.id] || 0);
}
get anyExceedsHeld(): boolean {
return this.denoms.some((d) => this.exceedsHeld(d));
}
/** Both sides must have been allocated cash from the vault for the day before they can transfer. */
get bothAllocated(): boolean {
return !!this.fromSummary?.cashAllocated && !!this.toSummary?.cashAllocated;
}
countFor(d: Denom): number {
@@ -160,7 +249,14 @@ export class InterCashierTransferComponent implements OnInit {
return this.denoms.reduce((s, d) => s + this.subtotal(d), 0);
}
get valid(): boolean {
return this.total > 0 && !!this.selectedTellerId && !!this.fromCashierId && !!this.toCashierId;
return (
this.total > 0 &&
!!this.selectedTellerId &&
!!this.fromCashierId &&
!!this.toCashierId &&
this.bothAllocated &&
!this.anyExceedsHeld
);
}
clear(): void {
@@ -187,10 +283,12 @@ export class InterCashierTransferComponent implements OnInit {
this.snackBar.open('Inter-cashier transfer recorded', 'Close', { duration: 3000 });
this.clear();
this.note = '';
this.fromCashierId = null;
// The sender stays the logged-in cashier; the receiver is picked afresh, and the sender's holdings
// are read again now that part of them has gone.
this.toCashierId = null;
this.fromParty = '';
this.toParty = '';
this.toSummary = null;
this.loadSummary('from');
this.saving = false;
},
error: () => {
@@ -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>
@@ -19,34 +19,21 @@
<!-- ── Entry Tab ── -->
<mat-tab label="New Reconciliation">
<div class="pg-tab-body">
@if (ownCashierMissing) {
<div class="pg-empty">
Your login is not linked to a cashier, so there is no cash drawer to reconcile. Ask an administrator to link
your user to a cashier.
</div>
}
<div class="pg-toolbar pg-toolbar--mat">
@if (tellers.length === 1) {
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Teller</mat-label>
<input matInput type="text" [value]="tellers[0].name" readonly />
</mat-form-field>
} @else {
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Teller</mat-label>
<mat-select [value]="selectedTellerId" (selectionChange)="onTellerSelect($event.value)">
@for (t of tellers; track t.id) {
<mat-option [value]="t.id">{{ t.name }}</mat-option>
}
</mat-select>
</mat-form-field>
}
<!-- A reconciliation is the cashier's own count of their own drawer: nothing to pick. -->
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Cashier</mat-label>
<mat-select
[value]="selectedCashierId"
(selectionChange)="onCashierSelect($event.value)"
[disabled]="!selectedTellerId"
>
@for (c of cashiers; track c.id) {
<mat-option [value]="c.id">{{ c.label }}</mat-option>
}
</mat-select>
<mat-label>Teller</mat-label>
<input matInput type="text" [value]="ownTellerName || '—'" readonly />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Cashier (You)</mat-label>
<input matInput type="text" [value]="cashierName || '—'" readonly />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
@@ -12,7 +12,6 @@ import { FormsModule } from '@angular/forms';
import { MatIconModule } from '@angular/material/icon';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatSelectModule } from '@angular/material/select';
import { MatInputModule } from '@angular/material/input';
import { MatTabsModule } from '@angular/material/tabs';
import { forkJoin, of } from 'rxjs';
@@ -58,7 +57,6 @@ interface ReconRecord {
MatIconModule,
MatSnackBarModule,
MatFormFieldModule,
MatSelectModule,
MatInputModule,
MatTabsModule
]
@@ -67,9 +65,14 @@ export class ReconciliationComponent implements OnInit {
private service = inject(CashierService);
private snackBar = inject(MatSnackBar);
/**
* A reconciliation is the cashier's own count of their own drawer, so nobody else makes one and there is
* no cashier to pick: the screen is fixed to the logged-in cashier. The server refuses anything else.
*/
ownCashierMissing = false;
ownTellerName = '';
// ── Entry form ──
tellers: { id: number; name: string }[] = [];
cashiers: { id: number; label: string }[] = [];
selectedTellerId: number | null = null;
selectedCashierId: number | null = null;
cashierName = '';
@@ -88,42 +91,28 @@ export class ReconciliationComponent implements OnInit {
ngOnInit(): void {
const d = businessToday();
this.reconDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
this.service
.getTellers()
.pipe(catchError(() => of([] as any[])))
.subscribe((list) => {
this.tellers = (list || []).map((t: any) => ({ id: t.id, name: t.name }));
if (this.tellers.length === 1) {
this.onTellerSelect(this.tellers[0].id);
}
});
this.lockToOwnCashier();
this.loadHistory();
}
onTellerSelect(tellerId: number): void {
this.selectedTellerId = tellerId;
this.selectedCashierId = null;
this.cashierName = '';
this.cashiers = [];
this.rows = [];
if (!tellerId) return;
this.service
.getCashiersForTeller(tellerId)
.pipe(catchError(() => of({ cashiers: [] })))
.subscribe((r: any) => {
this.cashiers = (r?.cashiers || []).map((c: any) => ({ id: c.id, label: c.staffName }));
if (this.cashiers.length === 1) {
this.onCashierSelect(this.cashiers[0].id);
}
});
}
onCashierSelect(cashierId: number): void {
this.selectedCashierId = cashierId;
const c = this.cashiers.find((x) => x.id === cashierId);
this.cashierName = c ? c.label : '';
this.rows = [];
this.fetchExpected();
/** Take the logged-in cashier as the one being reconciled, with their counter for the record. */
private lockToOwnCashier(): void {
this.service.getCurrentCashierInfo().subscribe((info) => {
if (!info) {
this.ownCashierMissing = true;
return;
}
this.selectedCashierId = info.cashierId;
this.cashierName = info.cashierName;
this.service
.getInterCashierCashierSummary(info.cashierId, this.reconDate)
.pipe(catchError(() => of(null)))
.subscribe((r: any) => {
this.selectedTellerId = r?.tellerId ?? null;
this.ownTellerName = r?.tellerName || '';
});
this.fetchExpected();
});
}
fetchExpected(): void {
@@ -117,6 +117,8 @@
<select
class="ws-f__ctl"
[(ngModel)]="row.typ"
[disabled]="isTypLocked(row)"
[title]="isTypLocked(row) ? 'Token withdrawal - TYPE is fixed to Payment' : ''"
(click)="$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 ${branchId}`;
}
/**
@@ -3918,7 +4003,8 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
SAVINGS: 'SD',
CURRENT: 'CA',
FIXED_DEPOSIT: 'FD',
RECURRING_DEPOSIT: 'RD'
RECURRING_DEPOSIT: 'RD',
GL: 'GL'
};
openCustomerSearch(): void {
@@ -3974,8 +4060,11 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
.pipe(catchError(() => of(null)))
.subscribe((res: any) => {
if (token !== this.searchToken) return; // stale result — newer search started
const allItems: any[] = res?.pageItems ?? (Array.isArray(res) ? res : []);
const found: any[] = res?.pageItems ?? (Array.isArray(res) ? res : []);
const f = cfg.matchField;
// SD, FD and RD share one list that returns any kind of deposit account: keep only the kind chosen in A/C TP.
const allItems =
cfg.depositTypeId != null ? found.filter((x: any) => x?.depositType?.id === cfg.depositTypeId) : found;
// Exact match first, then suffix/partial match. Some account types (e.g. Share — its
// list endpoint only accepts offset/limit, no accountNo filter at all) always return the
const exactMatch = allItems.find((x: any) => String(x[f] ?? '').trim() === String(acNo).trim());
@@ -4005,7 +4094,18 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return;
}
this.loadingAccount = false;
this.accountError = 'Account not found for: ' + acNo;
// The number may exist as another kind of account (an FD typed under SD, say): say so, so the clerk can fix A/C TP.
const otherKind =
cfg.depositTypeId != null
? found.find(
(x: any) =>
x?.depositType?.id !== cfg.depositTypeId &&
(String(x[f] ?? '').trim() === String(acNo).trim() || String(x[f] ?? '').endsWith(acNo))
)
: null;
this.accountError = otherKind
? `${acTyp} account not found for: ${acNo} (this number is a ${otherKind.depositType?.value ?? 'different kind of'} account - change A/C TP)`
: `${acTyp} account not found for: ${acNo}`;
});
}
@@ -4069,6 +4169,10 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
* account type — used to keep Header GL accounts out of the results a clerk/cashier can pick
* for a transaction; a Header can never receive a posting, so it should never be offered. */
extraListQueryParams?: string;
/** SD, FD and RD are all served by the one /savingsaccounts list, which answers with a deposit
* account of any kind for a number. This is the depositType.id the chosen A/C type accepts
* (100 savings, 200 fixed, 300 recurring), so a number of another kind is "not found" here. */
depositTypeId?: number;
} {
const t = acTyp?.toUpperCase();
if (t === 'LA') {
@@ -4149,6 +4253,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return {
list: '/savingsaccounts',
detail: '/fixeddepositaccounts',
depositTypeId: 200,
nominee: 'FD',
search: 'fixeddeposit',
siAccountType: 2,
@@ -4166,6 +4271,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return {
list: '/savingsaccounts',
detail: '/recurringdepositaccounts',
depositTypeId: 300,
nominee: 'RD',
search: 'recurringdeposit',
siAccountType: 2,
@@ -4183,6 +4289,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return {
list: '/savingsaccounts',
detail: '/savingsaccounts',
depositTypeId: 100,
nominee: 'SB',
search: 'saving',
siAccountType: 2,
@@ -4243,6 +4350,17 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
}
this.accountDetails = acc;
this.jointHolders = acc.jointHolders ?? [];
// GL only: look up the parent (header) GL's name. Never runs for any other account type.
this.glParent = null;
if (acTyp?.toUpperCase() === 'GL' && acc.parentId) {
this.http
.get<any>(`/glaccounts/${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 +4931,40 @@ 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 +5307,20 @@ 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 +5398,9 @@ 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 +5408,13 @@ 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: ${invalidAccounts.map((r) => r.acTyp + ' (' + r.acNo + ')').join(', ')}`,
'Only Savings (SD) and Current (CA) accounts are permitted.',
'GL, FD and SHR accounts are not allowed — use Disbursement/Collection instead.',
'Debit side: only Savings (SD) and Current (CA) accounts. Credit side: SD, CA or a Fixed Deposit (FD).',
'GL and SHR accounts are not allowed — use Disbursement/Collection instead.',
'RD installments are paid through a cashier Receipt or Auto Debit.'
]);
return;
@@ -5847,10 +6015,14 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return;
}
// GL withdrawal → direct journal entry (no maker-checker)
// GL deposit → falls through to maker-checker block below
if (row.acTyp === 'GL' && !isDeposit) {
this.submitGlJournalEntry(row, amount, isDeposit);
// A GL withdrawal slip is raised by the clerk and paid by the cashier against its token, exactly like a
// savings withdrawal (the clerk branch and the token branch below). Nothing posts from this screen directly:
// manual journal entries are switched off on the server.
if (row.acTyp === 'GL' && !isDeposit && !this.clerkMode && !this.activeWithdrawalRequest) {
this.showAlert('error', 'GL Withdrawal', [
'A GL withdrawal is raised by a clerk and paid by the cashier against its token.',
'Enter the token number of the approved request to pay it.'
]);
return;
}
@@ -6223,17 +6395,34 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
const txnDateIso = `${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: ${entryTypeName}]` : ''
]
.filter(Boolean)
.join(' ');
return {
accountNo: this.accountDetails.accountNo,
accountNo: isGl ? (this.accountDetails.glCode ?? this.accountDetails.name) : this.accountDetails.accountNo,
accountType: this.creditEntryAccountType(row.acTyp),
savingsAccountId: this.accountDetails.id,
clientId: this.accountDetails.clientId ?? this.clientDetails?.id ?? null,
clientName: this.clientDetails?.displayName ?? this.accountDetails?.clientName ?? null,
savingsAccountId: isGl ? null : this.accountDetails.id,
// GL-specific fields: the GL being paid out of and the cash GL it is paid from (null for other types)
glAccountId: isGl ? this.accountDetails.id : null,
contraGlId: isGl ? this.cashVaultGlId : null,
officeId: isGl ? row.br || 1 : null,
currencyCode: isGl ? (this.accountDetails?.currency?.code ?? 'INR') : null,
clientId: isGl ? null : (this.accountDetails.clientId ?? this.clientDetails?.id ?? null),
clientName: isGl
? (this.accountDetails?.name ?? null)
: (this.clientDetails?.displayName ?? this.accountDetails?.clientName ?? null),
amount,
txnDate: txnDateIso,
paymentTypeId: row.paymentTypeId || null,
paymentTypeName: selectedPt?.name ?? 'Cash',
description: row.description || null,
description: description || null,
chequeNo: row.chequeNo || null,
bankName: row.bankName || null,
tokNo: row.tokNo?.trim() || null,
@@ -6425,106 +6614,6 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
this.addRow();
}
private submitGlJournalEntry(row: TxnRow, amount: number, isDeposit: boolean): void {
if (!this.cashVaultGlId) {
this.showAlert('error', 'Cash Vault GL Not Configured', [
'Financial Activity Account (CASH_AT_TELLER) is not configured.',
'Please configure it in System → Financial Activity Accounts.'
]);
this.saving = false;
return;
}
const today = businessToday();
const txnDate = `${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 '';
}
}
}
+73
View File
@@ -19,6 +19,18 @@ import { ReportMuleComponent } from './report-mule/report-mule.component';
import { ReportFraudTxnComponent } from './report-fraud-txn/report-fraud-txn.component';
import { FmrSubmissionComponent } from './fmr-submission/fmr-submission.component';
import { CfrLookupComponent } from './cfr-lookup/cfr-lookup.component';
import { I4cShellComponent } from './i4c/i4c-shell/i4c-shell.component';
import { I4cDashboardComponent } from './i4c/i4c-dashboard/i4c-dashboard.component';
import { I4cRequestsComponent } from './i4c/i4c-requests/i4c-requests.component';
import { I4cRequestDetailComponent } from './i4c/i4c-request-detail/i4c-request-detail.component';
import { I4cHoldsComponent } from './i4c/i4c-holds/i4c-holds.component';
import { I4cApprovalsComponent } from './i4c/i4c-approvals/i4c-approvals.component';
import { I4cOutboxComponent } from './i4c/i4c-outbox/i4c-outbox.component';
import { I4cBankMasterComponent } from './i4c/i4c-bank-master/i4c-bank-master.component';
import { I4cIntimationSettingsComponent } from './i4c/i4c-intimation-settings/i4c-intimation-settings.component';
import { I4cGrievancesComponent } from './i4c/i4c-grievances/i4c-grievances.component';
import { I4cRestorationsComponent } from './i4c/i4c-restorations/i4c-restorations.component';
import { I4cMrmReportComponent } from './i4c/i4c-mrm-report/i4c-mrm-report.component';
const routes: Routes = [
Route.withShell([
@@ -76,6 +88,67 @@ const routes: Routes = [
path: 'cfr-lookup',
component: CfrLookupComponent,
data: { title: 'CFR Lookup', breadcrumb: 'CFR Lookup' }
},
{
// Live I4C-MHA integration (NCRP-CFCFRMS API). Served by /v1/i4c/admin on the CBS; the demo mock
// interceptor does not match these paths.
path: 'i4c',
component: I4cShellComponent,
data: { title: 'I4C Live Integration', breadcrumb: 'I4C Live' },
children: [
{ path: '', redirectTo: 'dashboard', pathMatch: 'full' },
{
path: 'dashboard',
component: I4cDashboardComponent,
data: { title: 'I4C Dashboard', breadcrumb: 'Dashboard' }
},
{
path: 'requests',
component: I4cRequestsComponent,
data: { title: 'Complaints from I4C', breadcrumb: 'Complaints' }
},
{
path: 'requests/:id',
component: I4cRequestDetailComponent,
data: { title: 'I4C Complaint', breadcrumb: 'Complaint' }
},
{ path: 'holds', component: I4cHoldsComponent, data: { title: 'I4C Holds Register', breadcrumb: 'Holds' } },
{
path: 'approvals',
component: I4cApprovalsComponent,
data: { title: 'I4C Approvals', breadcrumb: 'Approvals' }
},
{
path: 'outbox',
component: I4cOutboxComponent,
data: { title: 'I4C Responses', breadcrumb: 'Responses' }
},
{
path: 'bank-master',
component: I4cBankMasterComponent,
data: { title: 'I4C Bank Code Master', breadcrumb: 'Bank Master' }
},
{
path: 'grievances',
component: I4cGrievancesComponent,
data: { title: 'I4C GRM Grievances', breadcrumb: 'GRM Grievances' }
},
{
path: 'restorations',
component: I4cRestorationsComponent,
data: { title: 'I4C MRM Restorations', breadcrumb: 'MRM Restorations' }
},
{
path: 'mrm-report',
component: I4cMrmReportComponent,
data: { title: 'I4C MRM Balance Report', breadcrumb: 'MRM Balance Report' }
},
{
path: 'intimation-settings',
component: I4cIntimationSettingsComponent,
data: { title: 'I4C Intimation Settings', breadcrumb: 'Intimation Settings' }
}
]
}
]
}
@@ -34,6 +34,17 @@
<fa-icon icon="chart-line" class="cfc-tab__ic"></fa-icon>
<span>Dashboard</span>
</a>
<a
mat-tab-link
class="cfc-tab"
[routerLink]="['./i4c']"
routerLinkActive
#i4cLive="routerLinkActive"
[active]="i4cLive.isActive"
>
<fa-icon icon="satellite-dish" class="cfc-tab__ic"></fa-icon>
<span>I4C Live</span>
</a>
<a
mat-tab-link
class="cfc-tab"
+144
View File
@@ -0,0 +1,144 @@
/**
* 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 by the GRM grievance, MRM restoration and MRM report pages.
@mixin i4c-case-page {
.modal-title-row {
display: flex;
align-items: center;
gap: 10px;
flex-wrap: wrap;
}
.count-tag {
font-size: 11px;
font-weight: 700;
color: #64748b;
background: #f1f5f9;
padding: 2px 7px;
border-radius: 9999px;
border: 1px solid #e2e8f0;
}
.search-input {
width: 260px;
}
.footer-btn-close {
padding: 6px 14px;
border-radius: 8px;
background: #e2e8f0;
color: #334155;
border: none;
font-size: 11.5px;
font-weight: 600;
cursor: pointer;
&:hover {
background: #cbd5e1;
color: #0f172a;
}
}
.sub {
font-size: 11px;
color: #64748b;
}
.num {
text-align: right;
}
.wrap {
white-space: normal;
overflow-wrap: anywhere;
}
.step {
display: flex;
flex-direction: column;
gap: 10px;
&__title {
font-weight: 600;
font-size: 13px;
color: #0f172a;
}
&__row {
display: flex;
flex-wrap: wrap;
gap: 10px;
align-items: center;
mat-form-field {
width: 220px;
}
}
&__wide {
flex: 1 1 100%;
}
& + & {
margin-top: 14px;
padding-top: 14px;
border-top: 1px dashed #e2e8f0;
}
}
.flow {
display: flex;
flex-wrap: wrap;
gap: 4px;
align-items: center;
font-size: 11px;
&__stage {
padding: 3px 9px;
border-radius: 999px;
background: #f1f5f9;
color: #64748b;
font-weight: 600;
&--done {
background: #ecfdf5;
color: #047857;
}
&--now {
background: #2563eb;
color: #fff;
}
}
&__arrow {
color: #cbd5e1;
}
}
.deadline {
font-weight: 600;
&--late {
color: #dc2626;
}
}
.grid-2 {
display: grid;
grid-template-columns: repeat(2, minmax(0, 1fr));
gap: 14px;
}
@media (width <= 900px) {
.grid-2 {
grid-template-columns: minmax(0, 1fr);
}
}
}
+789
View File
@@ -0,0 +1,789 @@
/**
* 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/.
*/
/* Modern design system for the I4C (NCRP-CFCFRMS) subsystem:
Glassmorphism, sleek modern cards, rich data tables, glowing status pills,
and animated popup window modals. */
@mixin i4c-skin {
.i4c-page {
display: flex;
flex-direction: column;
gap: 20px;
animation: i4c-fade-in 0.3s cubic-bezier(0.16, 1, 0.3, 1);
}
/* Modern Toolbar */
.i4c-toolbar {
display: flex;
flex-wrap: wrap;
align-items: center;
gap: 8px;
padding: 8px 14px;
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 12px;
box-shadow: 0 2px 8px rgb(15 23 42 / 3%);
&__hint {
color: #64748b;
font-size: 11.5px;
font-weight: 500;
display: inline-flex;
align-items: center;
gap: 6px;
}
&__spacer {
flex: 1 1 auto;
}
mat-form-field {
min-width: 180px;
}
}
/* Extra filters and the date range, under the toolbar */
.i4c-filter-bar {
display: flex;
flex-wrap: wrap;
align-items: center;
gap: 10px 14px;
padding: 10px 14px;
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 12px;
mat-form-field {
width: 170px;
}
&__clear {
margin-left: auto;
}
// Inside a card, under its head
&--inset {
border: 0;
border-bottom: 1px solid #f1f5f9;
border-radius: 0;
}
}
/* Paginator at the foot of a list card */
.i4c-paginator {
border-top: 1px solid #f1f5f9;
background: transparent;
}
/* Filter Chip bar */
.i4c-filter-chips {
display: flex;
flex-wrap: wrap;
align-items: center;
gap: 6px;
.filter-chip {
display: inline-flex;
align-items: center;
gap: 5px;
padding: 4px 10px;
border-radius: 9999px;
font-size: 11px;
font-weight: 600;
color: #475569;
background: #f1f5f9;
border: 1px solid #e2e8f0;
cursor: pointer;
transition: all 0.2s ease;
text-decoration: none;
&:hover {
background: #e2e8f0;
color: #0f172a;
transform: translateY(-1px);
}
&--active {
background: #2563eb;
color: #fff;
border-color: #2563eb;
box-shadow: 0 3px 8px rgb(37 99 235 / 25%);
&:hover {
background: #1d4ed8;
color: #fff;
}
.filter-chip-count {
background: rgb(255 255 255 / 25%);
color: #fff;
}
}
.filter-chip-count {
display: inline-block;
padding: 1px 5px;
border-radius: 9999px;
background: #e2e8f0;
font-size: 10px;
font-weight: 700;
}
}
}
/* Modern KPI Cards */
.i4c-kpis {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(180px, 1fr));
gap: 12px;
}
.i4c-kpi {
position: relative;
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 12px;
padding: 12px 14px;
box-shadow: 0 4px 10px rgb(15 23 42 / 3%);
transition: all 0.25s cubic-bezier(0.16, 1, 0.3, 1);
overflow: hidden;
text-decoration: none;
display: flex;
flex-direction: column;
gap: 3px;
&::before {
content: '';
position: absolute;
top: 0;
left: 0;
right: 0;
height: 3px;
background: linear-gradient(90deg, #3b82f6, #60a5fa);
border-radius: 12px 12px 0 0;
}
&:hover {
transform: translateY(-2px);
box-shadow: 0 8px 18px -4px rgb(15 23 42 / 8%);
border-color: #cbd5e1;
}
&__value {
font-size: 18px;
font-weight: 800;
color: #0f172a;
letter-spacing: -0.02em;
font-variant-numeric: tabular-nums;
}
&__label {
font-size: 11.5px;
font-weight: 600;
color: #475569;
}
&__sub {
font-size: 10px;
color: #94a3b8;
}
&--green::before {
background: linear-gradient(90deg, #10b981, #34d399);
}
&--amber::before {
background: linear-gradient(90deg, #f59e0b, #fbbf24);
}
&--red::before {
background: linear-gradient(90deg, #ef4444, #f87171);
}
&--purple::before {
background: linear-gradient(90deg, #8b5cf6, #a78bfa);
}
}
/* Modern Card Container */
.i4c-card {
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 12px;
box-shadow: 0 4px 14px rgb(15 23 42 / 3%);
overflow: hidden;
transition: box-shadow 0.2s ease;
&:hover {
box-shadow: 0 6px 18px rgb(15 23 42 / 5%);
}
&__head {
display: flex;
align-items: center;
gap: 8px;
padding: 10px 16px;
background: linear-gradient(180deg, #fafbfd 0%, #f4f6fa 100%);
border-bottom: 1px solid #e2e8f0;
font-size: 13px;
font-weight: 700;
color: #1e293b;
letter-spacing: -0.01em;
fa-icon {
color: #2563eb;
}
}
&__body {
padding: 14px 16px;
}
}
.i4c-grid-2 {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
gap: 14px;
}
.i4c-table-wrap {
overflow-x: auto;
}
/* Modern Data Table */
table.i4c-table {
width: 100%;
border-collapse: separate;
border-spacing: 0;
font-size: 11.5px;
th {
position: sticky;
top: 0;
z-index: 2;
text-align: left;
font-weight: 600;
color: #475569;
background: #f8fafc;
padding: 8px 10px;
border-bottom: 1px solid #e2e8f0;
white-space: nowrap;
font-size: 10.5px;
text-transform: uppercase;
letter-spacing: 0.04em;
}
td {
padding: 8px 10px;
border-bottom: 1px solid #f1f5f9;
color: #1e293b;
vertical-align: middle;
transition: background-color 0.15s ease;
}
tr:last-child td {
border-bottom: none;
}
tr.clickable {
cursor: pointer;
&:hover td {
background: #f8fafc;
}
}
tr.selected td {
background: #eff6ff;
border-bottom-color: #dbeafe;
}
.num {
text-align: right;
font-variant-numeric: tabular-nums;
font-weight: 600;
white-space: nowrap;
}
}
/* Glowing Modern Status Pills */
.i4c-badge {
display: inline-flex;
align-items: center;
gap: 5px;
padding: 2px 8px;
border-radius: 9999px;
font-size: 10px;
font-weight: 700;
letter-spacing: 0.02em;
background: #e2e8f0;
color: #334155;
white-space: nowrap;
border: 1px solid transparent;
&::before {
content: '';
display: inline-block;
width: 5px;
height: 5px;
border-radius: 50%;
background: currentcolor;
}
&--green {
background: #ecfdf5;
color: #059669;
border-color: #a7f3d0;
&::before {
box-shadow: 0 0 6px #10b981;
}
}
&--amber {
background: #fffbeb;
color: #d97706;
border-color: #fde68a;
&::before {
box-shadow: 0 0 6px #f59e0b;
}
}
&--red {
background: #fef2f2;
color: #dc2626;
border-color: #fecaca;
&::before {
box-shadow: 0 0 6px #ef4444;
}
}
&--blue {
background: #eff6ff;
color: #2563eb;
border-color: #bfdbfe;
&::before {
box-shadow: 0 0 6px #3b82f6;
}
}
&--purple {
background: #f5f3ff;
color: #7c3aed;
border-color: #ddd6fe;
&::before {
box-shadow: 0 0 6px #8b5cf6;
}
}
}
/* Key-Value details layout */
.i4c-kv {
display: grid;
grid-template-columns: 160px 1fr;
gap: 8px 12px;
font-size: 11.5px;
margin: 0;
dt {
color: #64748b;
font-weight: 500;
}
dd {
margin: 0;
color: #0f172a;
font-weight: 600;
word-break: break-word;
}
}
.i4c-empty {
padding: 30px 20px;
text-align: center;
color: #64748b;
font-size: 12px;
.empty-icon {
font-size: 26px;
color: #cbd5e1;
margin-bottom: 6px;
}
}
.i4c-error {
display: flex;
align-items: center;
gap: 8px;
padding: 10px 14px;
border-radius: 10px;
background: #fef2f2;
border: 1px solid #fecaca;
color: #991b1b;
font-size: 11.5px;
font-weight: 500;
}
.i4c-note {
padding: 10px 14px;
border-radius: 8px;
background: #f8fafc;
border: 1px solid #e2e8f0;
color: #475569;
font-size: 11.5px;
line-height: 1.5;
}
/* Sleek Dark JSON / Code Viewer */
pre.i4c-json {
margin: 0;
padding: 10px 14px 20px;
max-height: 380px;
overflow: auto;
background: #0f172a;
color: #38bdf8;
border: 1px solid #1e293b;
border-radius: 10px;
font-family: 'JetBrains Mono', Consolas, Monaco, monospace;
font-size: 10.5px;
line-height: 1.5;
box-shadow: inset 0 2px 4px rgb(0 0 0 / 40%);
box-sizing: border-box;
white-space: pre-wrap;
word-break: break-all;
&::-webkit-scrollbar {
width: 7px;
height: 7px;
}
&::-webkit-scrollbar-track {
background: #1e293b;
border-radius: 4px;
}
&::-webkit-scrollbar-thumb {
background: #475569;
border-radius: 4px;
&:hover {
background: #64748b;
}
}
}
.i4c-form {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(200px, 1fr));
gap: 8px 14px;
}
.i4c-actions {
display: flex;
flex-wrap: wrap;
align-items: center;
gap: 8px;
}
/* Quick action button inside tables */
.table-action-btn {
display: inline-flex;
align-items: center;
gap: 5px;
padding: 3px 8px;
border-radius: 6px;
font-size: 11px;
font-weight: 600;
color: #2563eb;
background: #eff6ff;
border: 1px solid #bfdbfe;
cursor: pointer;
transition: all 0.2s ease;
&:hover {
background: #2563eb;
color: #fff;
transform: translateY(-1px);
}
}
/* Copy Button */
.copy-chip {
display: inline-flex;
align-items: center;
gap: 4px;
padding: 2px 8px;
border-radius: 6px;
background: #f1f5f9;
color: #475569;
font-size: 11px;
cursor: pointer;
border: 1px solid #e2e8f0;
transition: all 0.15s ease;
&:hover {
background: #e2e8f0;
color: #0f172a;
}
}
/* Expandable JSON Row inside tables */
.finding-json-cell {
padding: 12px 16px !important;
background: #0b1329 !important;
border-bottom: 2px solid #1e293b !important;
}
.finding-json-box {
display: flex;
flex-direction: column;
gap: 8px;
.finding-json-head {
display: flex;
align-items: center;
justify-content: space-between;
font-size: 11px;
font-weight: 600;
color: #94a3b8;
padding-bottom: 6px;
border-bottom: 1px solid #1e293b;
fa-icon {
color: #60a5fa;
}
}
pre.i4c-json {
max-height: none;
overflow: auto visible;
border: none;
background: transparent;
padding: 6px 0 16px;
box-shadow: none;
white-space: pre-wrap;
word-break: break-all;
font-size: 11px;
line-height: 1.6;
color: #38bdf8;
}
}
/* ========================================================
MODERN POPUP WINDOW MODAL SYSTEM (Ultra Modern Backdrop & Window)
======================================================== */
.i4c-modal-backdrop {
position: fixed;
inset: 0;
background: rgb(15 23 42 / 65%);
backdrop-filter: blur(6px);
display: flex;
align-items: center;
justify-content: center;
z-index: 9999;
padding: 16px;
animation: i4c-fade-in 0.2s ease-out;
}
.i4c-modal-window {
background: #fff;
border-radius: 14px;
border: 1px solid rgb(255 255 255 / 20%);
box-shadow: 0 20px 50px -15px rgb(15 23 42 / 35%);
width: 100%;
max-width: 660px;
max-height: 86vh;
display: flex;
flex-direction: column;
overflow: hidden;
animation: i4c-modal-pop 0.25s cubic-bezier(0.16, 1, 0.3, 1);
&--wide {
max-width: 860px;
}
&--full {
max-width: 90vw;
max-height: 88vh;
}
&--compact {
max-width: 440px;
}
}
.i4c-modal-header {
display: flex;
align-items: center;
justify-content: space-between;
padding: 11px 16px;
background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
color: #fff;
border-bottom: 1px solid rgb(255 255 255 / 10%);
flex-shrink: 0;
&__title {
display: flex;
align-items: center;
gap: 10px;
font-size: 14px;
font-weight: 700;
letter-spacing: -0.01em;
fa-icon {
color: #60a5fa;
}
}
&__sub {
font-size: 11px;
color: #94a3b8;
font-weight: normal;
margin-top: 2px;
}
&__actions {
display: flex;
align-items: center;
gap: 6px;
}
.modal-close-btn {
width: 26px;
height: 26px;
border-radius: 50%;
background: rgb(255 255 255 / 10%);
color: #fff;
border: none;
display: flex;
align-items: center;
justify-content: center;
cursor: pointer;
font-size: 11px;
transition: all 0.2s ease;
&:hover {
background: rgb(239 68 68 / 80%);
transform: rotate(90deg);
}
}
}
.i4c-modal-tabs {
display: flex;
align-items: center;
gap: 6px;
padding: 6px 16px;
background: #f8fafc;
border-bottom: 1px solid #e2e8f0;
overflow-x: auto;
flex-shrink: 0;
.modal-tab {
display: inline-flex;
align-items: center;
gap: 5px;
padding: 4px 10px;
border-radius: 6px;
font-size: 11px;
font-weight: 600;
color: #64748b;
background: transparent;
border: 1px solid transparent;
cursor: pointer;
transition: all 0.2s ease;
white-space: nowrap;
&:hover {
color: #0f172a;
background: #e2e8f0;
}
&--active {
color: #2563eb;
background: #fff;
border-color: #e2e8f0;
box-shadow: 0 1px 3px rgb(15 23 42 / 5%);
}
}
}
.i4c-modal-body {
padding: 14px 16px;
overflow: hidden auto;
flex: 1 1 auto;
min-height: 0;
display: flex;
flex-direction: column;
gap: 12px;
overscroll-behavior: contain;
/* Content keeps its natural height and the body scrolls; a flex child would otherwise shrink to fit and
clip what is inside it (a card has overflow: hidden). */
> div {
flex-shrink: 0;
}
&::-webkit-scrollbar {
width: 7px;
}
&::-webkit-scrollbar-track {
background: #f1f5f9;
border-radius: 4px;
}
&::-webkit-scrollbar-thumb {
background: #cbd5e1;
border-radius: 4px;
&:hover {
background: #94a3b8;
}
}
}
.i4c-modal-footer {
display: flex;
align-items: center;
justify-content: flex-end;
gap: 8px;
padding: 10px 16px;
background: #f8fafc;
border-top: 1px solid #e2e8f0;
flex-shrink: 0;
}
}
/* Animations */
@keyframes i4c-fade-in {
from {
opacity: 0;
}
to {
opacity: 1;
}
}
@keyframes i4c-modal-pop {
from {
opacity: 0;
transform: scale(0.92) translateY(12px);
}
to {
opacity: 1;
transform: scale(1) translateY(0);
}
}
@@ -0,0 +1,343 @@
<!--
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="i4c-page">
<!-- Modern Toolbar & Filter Chips -->
<div class="i4c-toolbar">
<div class="i4c-filter-chips">
@for (s of statuses; track s) {
<button class="filter-chip" [class.filter-chip--active]="status === s" (click)="setStatus(s)">
<span>{{ s || 'All Requests' }}</span>
</button>
}
</div>
<span class="i4c-toolbar__spacer"></span>
<div class="maker-checker-pill">
<fa-icon icon="shield-alt"></fa-icon>
<span>Maker-Checker Enforced: you cannot approve a request you raised.</span>
</div>
<button mat-flat-button color="primary" class="refresh-btn" (click)="load()" [disabled]="loading">
<fa-icon icon="sync" [animation]="loading ? 'spin' : undefined"></fa-icon> Refresh
</button>
</div>
<div class="i4c-filter-bar">
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="search-field">
<mat-label>Account / ack / order no. / officer</mat-label>
<input
matInput
[(ngModel)]="search"
(keyup.enter)="load(true)"
(blur)="load(true)"
placeholder="Type & hit enter..."
/>
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Action</mat-label>
<mat-select [(ngModel)]="action" (selectionChange)="load(true)">
<mat-option value="">All actions</mat-option>
<mat-option value="RELEASE">Release hold</mat-option>
<mat-option value="FREEZE">Freeze debits</mat-option>
<mat-option value="UNFREEZE">Unfreeze debits</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Reason</mat-label>
<mat-select [(ngModel)]="reasonType" (selectionChange)="load(true)">
<mat-option value="">All reasons</mat-option>
@for (r of reasonTypes; track r.value) {
<mat-option [value]="r.value">{{ r.label }}</mat-option>
}
</mat-select>
</mat-form-field>
<mifosx-i4c-date-range label="Raised on" [range]="dates" (rangeChange)="onDates($event)"></mifosx-i4c-date-range>
<button mat-stroked-button class="i4c-filter-bar__clear" (click)="clearFilters()" [disabled]="!hasFilters">
<fa-icon icon="times"></fa-icon> Clear filters
</button>
</div>
@if (loading) {
<mat-progress-bar mode="indeterminate"></mat-progress-bar>
}
@if (error) {
<div class="i4c-error">
<fa-icon icon="exclamation-circle"></fa-icon>
<span>{{ error }}</span>
</div>
}
<!-- Approvals Table Card -->
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="user-check"></fa-icon>
<span>Checker Approval Queue (I4C Account Holds)</span>
<span class="head-hint">{{ total }} requests in current queue</span>
</div>
<div class="i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>Raised On</th>
<th>Requested Action</th>
<th>Target Account / Complaint</th>
<th class="num">Held Amount (₹)</th>
<th>Reason &amp; Legal Order</th>
<th>Maker Remarks</th>
<th>Status</th>
<th>Decision Actions</th>
</tr>
</thead>
<tbody>
@for (r of rows; track r.id) {
<tr>
<td>
<span class="date-main">{{ r.maker_at | date: 'dd MMM yyyy, HH:mm' }}</span>
<div class="sub">
Raised by: <b>{{ r.maker_name }}</b>
</div>
</td>
<td>
<span
class="i4c-badge"
[class.i4c-badge--red]="r.action !== 'RELEASE'"
[class.i4c-badge--blue]="r.action === 'RELEASE'"
>
{{ r.action }}
</span>
</td>
<td>
<a [routerLink]="['../holds']" [queryParams]="{ view: '' }" class="acc-link font-semibold">
{{ r.account_no }}
</a>
<div class="sub">{{ r.account_type }} • Ack: {{ r.acknowledgement_no }}</div>
</td>
<td class="num">
<span class="font-bold text-accent">₹{{ r.amount_held | number: '1.2-2' }}</span>
<div class="sub">Disputed: ₹{{ r.disputed_amount | number: '1.2-2' }}</div>
</td>
<td>
<div class="reason-title">{{ reasonLabel(r.reason_type) }}</div>
<div class="sub">
Ref: {{ r.order_reference }} {{ r.order_date ? '(' + r.order_date + ')' : '' }}
{{ r.authority ? '• ' + r.authority : '' }}
</div>
</td>
<td>
<div class="remarks-text">{{ r.remarks || '-' }}</div>
</td>
<td>
<span
class="i4c-badge"
[class.i4c-badge--green]="r.status === 'APPROVED'"
[class.i4c-badge--red]="r.status === 'REJECTED' || r.status === 'FAILED'"
[class.i4c-badge--amber]="r.status === 'PENDING'"
>
{{ r.status }}
</span>
@if (r.checker_name) {
<div class="sub">Checked by {{ r.checker_name }}, {{ r.checker_at | date: 'dd MMM, HH:mm' }}</div>
}
@if (r.rejection_reason || r.failure_message) {
<div class="sub err-text">{{ r.rejection_reason || r.failure_message }}</div>
}
</td>
<td class="actions-cell">
@if (r.status === 'PENDING') {
<div class="i4c-actions">
<button class="approve-btn" (click)="startApprove(r)" [disabled]="busyId === r.id">
<fa-icon icon="check"></fa-icon> Approve
</button>
<button class="reject-btn" (click)="startReject(r)" [disabled]="busyId === r.id">
<fa-icon icon="times"></fa-icon> Reject
</button>
</div>
} @else {
<span class="text-muted">Decision Recorded</span>
}
</td>
</tr>
} @empty {
<tr>
<td colspan="8" class="i4c-empty">
<div class="empty-icon"><fa-icon icon="user-check"></fa-icon></div>
<div>No approval requests in this category.</div>
</td>
</tr>
}
</tbody>
</table>
</div>
<mat-paginator
class="i4c-paginator"
[length]="total"
[pageIndex]="pageIndex"
[pageSize]="pageSize"
[pageSizeOptions]="pageSizes"
(page)="onPage($event)"
showFirstLastButtons
aria-label="Approval requests pages"
></mat-paginator>
</div>
<!-- ========================================================
MODERN POPUP WINDOW: APPROVE CONFIRMATION MODAL
======================================================== -->
@if (approvingRow) {
<div class="i4c-modal-backdrop" (click)="closeApprove()">
<div class="i4c-modal-window i4c-modal-window--compact" (click)="$event.stopPropagation()">
<div class="i4c-modal-header approve-header">
<div class="i4c-modal-header__title">
<fa-icon icon="check-circle" class="text-green"></fa-icon>
<div>
<span>Confirm Checker Approval</span>
<div class="i4c-modal-header__sub">Executing live CBS account action</div>
</div>
</div>
<button class="modal-close-btn" (click)="closeApprove()" aria-label="Close">
<fa-icon icon="times"></fa-icon>
</button>
</div>
<div class="i4c-modal-body">
<div class="approve-card">
<div class="approve-action-badge">
<span
>ACTION: <b>{{ approvingRow.action }}</b></span
>
</div>
<dl class="i4c-kv">
<dt>Account Number</dt>
<dd>
<b>{{ approvingRow.account_no }}</b>
</dd>
<dt>Held Amount</dt>
<dd>
<b class="text-accent">₹{{ approvingRow.amount_held | number: '1.2-2' }}</b>
</dd>
<dt>Reason</dt>
<dd>{{ reasonLabel(approvingRow.reason_type) }}</dd>
<dt>Order Reference</dt>
<dd>
{{ approvingRow.order_reference }}
{{ approvingRow.authority ? '(' + approvingRow.authority + ')' : '' }}
</dd>
<dt>Maker Details</dt>
<dd>{{ approvingRow.maker_name }} on {{ approvingRow.maker_at | date: 'dd MMM yyyy, HH:mm' }}</dd>
</dl>
</div>
<div class="i4c-note warn-note">
<fa-icon icon="exclamation-triangle"></fa-icon>
<span
>Warning: Once confirmed, the hold change or freeze will be executed immediately on the core banking
system.</span
>
</div>
</div>
<div class="i4c-modal-footer">
<button class="footer-btn-close" (click)="closeApprove()">Cancel</button>
<button
mat-flat-button
color="primary"
class="confirm-approve-btn"
(click)="confirmApprove()"
[disabled]="busyId === approvingRow.id"
>
<fa-icon
[icon]="busyId === approvingRow.id ? 'sync' : 'check'"
[animation]="busyId === approvingRow.id ? 'spin' : undefined"
></fa-icon>
Confirm &amp; Approve
</button>
</div>
</div>
</div>
}
<!-- ========================================================
MODERN POPUP WINDOW: REJECT REASON MODAL
======================================================== -->
@if (rejectingRow) {
<div class="i4c-modal-backdrop" (click)="closeReject()">
<div class="i4c-modal-window" (click)="$event.stopPropagation()">
<div class="i4c-modal-header reject-header">
<div class="i4c-modal-header__title">
<fa-icon icon="times-circle" class="text-red"></fa-icon>
<div>
<span>Reject Request #{{ rejectingRow.id }}</span>
<div class="i4c-modal-header__sub">Provide the reason for rejecting this hold action</div>
</div>
</div>
<button class="modal-close-btn" (click)="closeReject()" aria-label="Close">
<fa-icon icon="times"></fa-icon>
</button>
</div>
<div class="i4c-modal-body">
<div class="reject-summary">
<span
>Rejecting: <b>{{ rejectingRow.action }}</b> on Account <b>{{ rejectingRow.account_no }}</b></span
>
</div>
<!-- Preset Reason Chips -->
<div class="preset-box">
<div class="preset-title">Quick Preset Reasons:</div>
<div class="preset-chips">
@for (preset of presetReasons; track preset) {
<button type="button" class="preset-chip" (click)="applyPreset(preset)">
{{ preset }}
</button>
}
</div>
</div>
<!-- Rejection Reason Input -->
<mat-form-field appearance="outline" class="w-full">
<mat-label>Rejection Reason (Required)</mat-label>
<textarea
matInput
rows="3"
[(ngModel)]="rejectReason"
placeholder="Explain why this request is rejected for the maker's audit log..."
maxlength="1000"
></textarea>
<mat-hint align="end">{{ rejectReason.length }}/1000</mat-hint>
</mat-form-field>
</div>
<div class="i4c-modal-footer">
<button class="footer-btn-close" (click)="closeReject()">Cancel</button>
<button
mat-flat-button
color="warn"
class="confirm-reject-btn"
(click)="confirmReject()"
[disabled]="busyId === rejectingRow.id || !rejectReason.trim()"
>
<fa-icon
[icon]="busyId === rejectingRow.id ? 'sync' : 'times'"
[animation]="busyId === rejectingRow.id ? 'spin' : undefined"
></fa-icon>
Confirm Rejection
</button>
</div>
</div>
</div>
}
</div>
@@ -0,0 +1,244 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
@use '../i4c' as *;
@include i4c-skin;
.maker-checker-pill {
display: inline-flex;
align-items: center;
gap: 6px;
padding: 4px 10px;
border-radius: 9999px;
background: #f1f5f9;
border: 1px solid #e2e8f0;
font-size: 11px;
font-weight: 600;
color: #475569;
fa-icon {
color: #2563eb;
}
}
.refresh-btn {
height: 36px;
border-radius: 8px;
font-weight: 600;
font-size: 11.5px;
}
.head-hint {
margin-left: auto;
font-size: 11px;
color: #94a3b8;
font-weight: normal;
}
.date-main {
font-weight: 600;
color: #1e293b;
}
.acc-link {
color: #2563eb;
text-decoration: none;
&:hover {
text-decoration: underline;
}
}
.text-accent {
color: #0f172a;
}
.reason-title {
font-weight: 600;
color: #1e293b;
}
.remarks-text {
font-size: 12px;
color: #475569;
max-width: 220px;
}
.sub {
font-size: 11px;
color: #64748b;
margin-top: 2px;
}
.err-text {
color: #dc2626;
font-size: 11px;
}
.actions-cell {
min-width: 190px;
}
.approve-btn {
display: inline-flex;
align-items: center;
gap: 5px;
padding: 4px 10px;
border-radius: 6px;
background: #10b981;
color: #fff;
border: none;
font-size: 11px;
font-weight: 700;
cursor: pointer;
transition: all 0.2s;
&:hover:not(:disabled) {
background: #059669;
box-shadow: 0 4px 10px rgb(16 185 129 / 30%);
transform: translateY(-1px);
}
&:disabled {
opacity: 0.6;
cursor: not-allowed;
}
}
.reject-btn {
display: inline-flex;
align-items: center;
gap: 5px;
padding: 4px 10px;
border-radius: 6px;
background: #fef2f2;
color: #dc2626;
border: 1px solid #fecaca;
font-size: 11px;
font-weight: 700;
cursor: pointer;
transition: all 0.2s;
&:hover:not(:disabled) {
background: #fee2e2;
transform: translateY(-1px);
}
&:disabled {
opacity: 0.6;
cursor: not-allowed;
}
}
/* Approve Modal styles */
.approve-card {
padding: 12px 14px;
border-radius: 10px;
background: #f8fafc;
border: 1px solid #e2e8f0;
display: flex;
flex-direction: column;
gap: 12px;
}
.approve-action-badge {
font-size: 12px;
letter-spacing: 0.05em;
color: #1e40af;
background: #eff6ff;
padding: 4px 10px;
border-radius: 6px;
align-self: flex-start;
}
.warn-note {
display: flex;
align-items: center;
gap: 10px;
background: #fffbeb;
border-color: #fde68a;
color: #92400e;
}
.text-green {
color: #10b981;
}
.text-red {
color: #ef4444;
}
.text-muted {
color: #94a3b8;
font-size: 12px;
}
/* Preset reasons */
.preset-box {
display: flex;
flex-direction: column;
gap: 8px;
margin-bottom: 12px;
}
.preset-title {
font-size: 12px;
font-weight: 600;
color: #64748b;
}
.preset-chips {
display: flex;
flex-wrap: wrap;
gap: 6px;
}
.preset-chip {
padding: 3px 8px;
border-radius: 9999px;
background: #f1f5f9;
border: 1px solid #e2e8f0;
font-size: 10.5px;
color: #334155;
cursor: pointer;
transition: all 0.15s;
&:hover {
background: #e2e8f0;
color: #0f172a;
border-color: #cbd5e1;
}
}
.reject-summary {
font-size: 11.5px;
color: #475569;
margin-bottom: 6px;
}
.w-full {
width: 100%;
}
.footer-btn-close {
padding: 6px 14px;
border-radius: 8px;
background: #e2e8f0;
color: #334155;
border: none;
font-size: 11.5px;
font-weight: 600;
cursor: pointer;
transition: all 0.2s;
&:hover {
background: #cbd5e1;
color: #0f172a;
}
}
@@ -0,0 +1,231 @@
/**
* 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, inject } from '@angular/core';
import { DatePipe, DecimalPipe } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { RouterLink } from '@angular/router';
import { MatButtonModule } from '@angular/material/button';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatInputModule } from '@angular/material/input';
import { MatSelectModule } from '@angular/material/select';
import { MatProgressBarModule } from '@angular/material/progress-bar';
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
import { MatSnackBar } from '@angular/material/snack-bar';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { HOLD_REASON_TYPES, I4cService, i4cErrorMessage } from '../i4c.service';
import { ALL_DATES, I4cDateRange, I4cDateRangeComponent } from '../i4c-date-range/i4c-date-range.component';
/**
* Checker's queue: release / freeze / unfreeze requests raised on I4C holds. Approving carries the change out on the
* account at once; the server refuses an approval by the officer who raised the request.
*/
@Component({
selector: 'mifosx-i4c-approvals',
templateUrl: './i4c-approvals.component.html',
styleUrls: ['./i4c-approvals.component.scss'],
imports: [
DatePipe,
DecimalPipe,
FormsModule,
RouterLink,
MatButtonModule,
MatFormFieldModule,
MatInputModule,
MatSelectModule,
MatProgressBarModule,
MatPaginatorModule,
I4cDateRangeComponent,
FaIconComponent
]
})
export class I4cApprovalsComponent implements OnInit {
private i4c = inject(I4cService);
private snackBar = inject(MatSnackBar);
readonly statuses = [
'PENDING',
'APPROVED',
'REJECTED',
'FAILED',
''
];
status = 'PENDING';
search = '';
action = '';
reasonType = '';
readonly reasonTypes = HOLD_REASON_TYPES;
dates: I4cDateRange = { ...ALL_DATES };
total = 0;
pageIndex = 0;
pageSize = 20;
readonly pageSizes = [
10,
20,
50,
100
];
rows: any[] = [];
loading = false;
busyId: number | null = null;
error = '';
// Modern Approval Popup Modal state
approvingRow: any = null;
// Modern Rejection Popup Modal state
rejectingRow: any = null;
rejectReason = '';
readonly presetReasons = [
'Insufficient court / IO documentation provided.',
'Invalid or unverified reference number.',
'Duplicate action request raised.',
'Wrong account number specified in order.',
'Investigation still in progress; hold must remain.'
];
ngOnInit(): void {
this.load();
}
/** Reload the current page; a changed filter passes `fromFirstPage` so the officer lands on page one. */
load(fromFirstPage = false): void {
if (fromFirstPage) {
this.pageIndex = 0;
}
this.loading = true;
this.error = '';
this.i4c
.holdActions({
status: this.status,
search: this.search.trim(),
action: this.action,
reasonType: this.reasonType,
fromDate: this.dates.fromDate,
toDate: this.dates.toDate,
offset: this.pageIndex * this.pageSize,
limit: this.pageSize
})
.subscribe({
next: (page) => {
this.rows = page.pageItems;
this.total = page.totalFilteredRecords;
this.loading = false;
},
error: (e) => {
this.error = i4cErrorMessage(e);
this.loading = false;
}
});
}
setStatus(s: string): void {
this.status = s;
this.load(true);
}
onPage(e: PageEvent): void {
this.pageIndex = e.pageIndex;
this.pageSize = e.pageSize;
this.load();
}
onDates(range: I4cDateRange): void {
this.dates = range;
this.load(true);
}
get hasFilters(): boolean {
return !!(this.search || this.action || this.reasonType || this.dates.preset !== 'ALL');
}
/** Clears the extra filters; the status chip stays as chosen. */
clearFilters(): void {
this.search = '';
this.action = '';
this.reasonType = '';
this.dates = { ...ALL_DATES };
this.load(true);
}
// Open modern approval popup modal
startApprove(row: any): void {
this.approvingRow = row;
}
closeApprove(): void {
this.approvingRow = null;
}
confirmApprove(): void {
if (!this.approvingRow) {
return;
}
const row = this.approvingRow;
this.busyId = row.id;
this.i4c.approveHoldAction(row.id).subscribe({
next: () => {
this.busyId = null;
this.approvingRow = null;
this.snackBar.open('Approved! The action has been executed immediately on the CBS account.', 'OK', {
duration: 5000
});
this.load();
},
error: (e) => {
this.busyId = null;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 8000 });
this.load();
}
});
}
// Open modern rejection popup modal
startReject(row: any): void {
this.rejectingRow = row;
this.rejectReason = '';
}
closeReject(): void {
this.rejectingRow = null;
this.rejectReason = '';
}
applyPreset(preset: string): void {
this.rejectReason = preset;
}
confirmReject(): void {
if (!this.rejectingRow) {
return;
}
if (!this.rejectReason.trim()) {
this.snackBar.open('A reason is required to reject.', 'Close', { duration: 4000 });
return;
}
const row = this.rejectingRow;
this.busyId = row.id;
this.i4c.rejectHoldAction(row.id, this.rejectReason.trim()).subscribe({
next: () => {
this.busyId = null;
this.rejectingRow = null;
this.snackBar.open('Request rejected.', 'OK', { duration: 3000 });
this.load();
},
error: (e) => {
this.busyId = null;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 });
}
});
}
reasonLabel(value: string): string {
return HOLD_REASON_TYPES.find((r) => r.value === value)?.label || value;
}
}
@@ -0,0 +1,258 @@
<!--
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="i4c-page">
<!-- Top Filters & Search Toolbar -->
<div class="i4c-toolbar">
<div class="i4c-filter-chips">
@for (t of types; track t.value) {
<button class="filter-chip" [class.filter-chip--active]="type === t.value" (click)="setType(t.value)">
<span>{{ t.label }}</span>
@if (type === t.value) {
<span class="filter-chip-count">{{ total }}</span>
}
</button>
}
</div>
<span class="i4c-toolbar__spacer"></span>
<div class="search-box">
<fa-icon icon="search" class="search-icon"></fa-icon>
<input
type="text"
[(ngModel)]="search"
placeholder="Filter by name, code or IFSC prefix..."
(keyup.enter)="load(true)"
class="search-input"
/>
@if (search) {
<button class="search-clear-btn" (click)="search = ''; load(true)" aria-label="Clear search">
<fa-icon icon="times"></fa-icon>
</button>
}
<button mat-flat-button color="primary" class="search-btn" (click)="load(true)" [disabled]="loading">
Search
</button>
</div>
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="ifsc-filter">
<mat-label>IFSC prefix</mat-label>
<mat-select [(ngModel)]="ifsc" (selectionChange)="load(true)">
<mat-option value="">Any</mat-option>
<mat-option value="KNOWN">Prefix known</mat-option>
<mat-option value="UNKNOWN">Prefix not known</mat-option>
</mat-select>
</mat-form-field>
</div>
@if (loading) {
<mat-progress-bar mode="indeterminate"></mat-progress-bar>
}
@if (error) {
<div class="i4c-error">
<fa-icon icon="exclamation-circle"></fa-icon>
<span>{{ error }}</span>
</div>
}
<!-- Main Directory Card -->
<div class="i4c-card">
<div class="i4c-card-head">
<fa-icon icon="university"></fa-icon>
<span>I4C Intermediary &amp; Bank Master Directory</span>
<span class="head-hint">Official MHA-I4C 2.0 routing table for beneficiary &amp; payee bank mapping</span>
<span class="i4c-toolbar-spacer"></span>
<span class="entries-counter">{{ total }} routing codes</span>
</div>
<div class="i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th class="num">Bank Code</th>
<th>Institution / Intermediary Name</th>
<th>Entity Type</th>
<th>IFSC Prefix Pattern</th>
<th>Routing Standard</th>
<th>Action</th>
</tr>
</thead>
<tbody>
@for (b of rows; track b.bank_code) {
<tr class="clickable" (click)="openModal(b)">
<td class="num">
<span class="code-pill font-mono">#{{ b.bank_code }}</span>
</td>
<td>
<div class="bank-name-cell">
<div class="entity-avatar entity-avatar--{{ b.entity_type?.toLowerCase() }}">
<fa-icon [icon]="getTypeIcon(b.entity_type)"></fa-icon>
</div>
<div class="bank-title-wrap">
<span class="bank-name font-semibold">{{ b.bank_name }}</span>
<span class="bank-code-sub">Reported as payee_bank_code</span>
</div>
</div>
</td>
<td>
<span class="entity-type-badge entity-type-badge--{{ b.entity_type?.toLowerCase() }}">
{{ b.entity_type }}
</span>
</td>
<td>
@if (b.ifsc_prefix) {
<button
class="copy-chip copy-chip--ifsc"
(click)="copyText(b.ifsc_prefix, 'ifsc-' + b.bank_code, $event)"
title="Click to copy IFSC prefix"
>
<fa-icon [icon]="copiedKey === 'ifsc-' + b.bank_code ? 'check' : 'copy'"></fa-icon>
<span class="font-mono">{{ b.ifsc_prefix }}</span>
@if (copiedKey === 'ifsc-' + b.bank_code) {
<span class="copy-success-text">Copied!</span>
}
</button>
} @else {
<span class="text-muted text-xs">Dynamic / Non-IFSC</span>
}
</td>
<td>
<span class="standard-tag"> <fa-icon icon="shield-alt"></fa-icon> MHA-I4C 2.0 </span>
</td>
<td (click)="$event.stopPropagation()">
<button class="table-action-btn" (click)="openModal(b)"><fa-icon icon="eye"></fa-icon> Details</button>
</td>
</tr>
} @empty {
<tr>
<td colspan="6" class="i4c-empty">
<div class="empty-icon"><fa-icon icon="university"></fa-icon></div>
<div>No banking intermediaries found matching "{{ search }}".</div>
</td>
</tr>
}
</tbody>
</table>
</div>
<mat-paginator
class="i4c-paginator"
[length]="total"
[pageIndex]="pageIndex"
[pageSize]="pageSize"
[pageSizeOptions]="pageSizes"
(page)="onPage($event)"
showFirstLastButtons
aria-label="Bank codes pages"
></mat-paginator>
</div>
<!-- ========================================================
MODERN POPUP WINDOW: BANK CODE & ROUTING DETAILS MODAL
======================================================== -->
@if (selectedBankModal) {
<div class="i4c-modal-backdrop" (click)="closeModal()">
<div class="i4c-modal-window i4c-modal-window--wide" (click)="$event.stopPropagation()">
<!-- Modal Header -->
<div class="i4c-modal-header">
<div class="i4c-modal-header-title">
<div
class="entity-avatar entity-avatar--lg entity-avatar--{{ selectedBankModal.entity_type?.toLowerCase() }}"
>
<fa-icon [icon]="getTypeIcon(selectedBankModal.entity_type)"></fa-icon>
</div>
<div>
<div class="modal-title-row">
<span>{{ selectedBankModal.bank_name }}</span>
<span class="entity-type-badge entity-type-badge--{{ selectedBankModal.entity_type?.toLowerCase() }}">
{{ selectedBankModal.entity_type }}
</span>
<span class="code-pill font-mono">Code #{{ selectedBankModal.bank_code }}</span>
</div>
<div class="modal-header-sub">MHA-I4C Intermediary Specification 2.0 Directory Routing Node</div>
</div>
</div>
<button class="modal-close-btn" (click)="closeModal()" aria-label="Close modal">
<fa-icon icon="times"></fa-icon>
</button>
</div>
<!-- Modal Body -->
<div class="i4c-modal-body">
<!-- Information Grid -->
<div class="details-grid">
<div class="detail-card">
<span class="detail-card-label">I4C Root Bank ID</span>
<div class="detail-card-val font-mono">
<span>{{ selectedBankModal.bank_code }}</span>
<button
class="copy-chip copy-chip--sm"
(click)="copyText(selectedBankModal.bank_code, 'bank-code-modal')"
>
<fa-icon [icon]="copiedKey === 'bank-code-modal' ? 'check' : 'copy'"></fa-icon>
{{ copiedKey === 'bank-code-modal' ? 'Copied' : 'Copy' }}
</button>
</div>
<span class="detail-card-sub">Used in root_bankid and payee_bank_code fields</span>
</div>
<div class="detail-card">
<span class="detail-card-label">IFSC Prefix</span>
<div class="detail-card-val font-mono">
<span>{{ selectedBankModal.ifsc_prefix || 'Dynamic Routing' }}</span>
@if (selectedBankModal.ifsc_prefix) {
<button
class="copy-chip copy-chip--sm"
(click)="copyText(selectedBankModal.ifsc_prefix, 'ifsc-modal')"
>
<fa-icon [icon]="copiedKey === 'ifsc-modal' ? 'check' : 'copy'"></fa-icon>
{{ copiedKey === 'ifsc-modal' ? 'Copied' : 'Copy' }}
</button>
}
</div>
<span class="detail-card-sub">Matches starting characters of Indian Financial System Code</span>
</div>
<div class="detail-card">
<span class="detail-card-label">Entity Classification</span>
<div class="detail-card-val">
<span class="entity-type-badge entity-type-badge--{{ selectedBankModal.entity_type?.toLowerCase() }}">
{{ selectedBankModal.entity_type }}
</span>
</div>
<span class="detail-card-sub">Classification recognized by Indian Cyber Crime Coordination Centre</span>
</div>
<div class="detail-card">
<span class="detail-card-label">Supported Layer Depth</span>
<div class="detail-card-val font-semibold text-accent">Layer 1 to Layer 10+</div>
<span class="detail-card-sub">Valid for multi-layered money trail tracing</span>
</div>
</div>
<!-- Section 6 Integration Preview -->
<div class="payload-box">
<div class="payload-box-title">
<span>Section 6 Response Payload Example</span>
<button class="copy-chip" (click)="copyText(sampleJson(selectedBankModal), 'json-modal')">
<fa-icon [icon]="copiedKey === 'json-modal' ? 'check' : 'copy'"></fa-icon>
{{ copiedKey === 'json-modal' ? 'Copied!' : 'Copy Schema Snippet' }}
</button>
</div>
<pre class="i4c-json">{{ sampleJson(selectedBankModal) }}</pre>
</div>
</div>
<!-- Modal Footer -->
<div class="i4c-modal-footer">
<button class="footer-btn-close" (click)="closeModal()">Close</button>
</div>
</div>
</div>
}
</div>
@@ -0,0 +1,360 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
@use '../i4c' as *;
@include i4c-skin;
.search-box {
display: inline-flex;
align-items: center;
background: #fff;
border: 1px solid #cbd5e1;
border-radius: 9px;
padding: 3px 5px 3px 10px;
gap: 6px;
box-shadow: 0 1px 3px rgb(15 23 42 / 5%);
transition: all 0.2s ease;
&:focus-within {
border-color: #2563eb;
box-shadow: 0 0 0 3px rgb(37 99 235 / 15%);
}
.search-icon {
color: #94a3b8;
font-size: 12px;
}
.search-input {
border: none;
outline: none;
font-size: 11.5px;
color: #0f172a;
width: 220px;
background: transparent;
&::placeholder {
color: #94a3b8;
}
}
.search-clear-btn {
background: none;
border: none;
color: #94a3b8;
cursor: pointer;
padding: 3px;
display: flex;
align-items: center;
justify-content: center;
border-radius: 50%;
&:hover {
color: #0f172a;
background: #f1f5f9;
}
}
.search-btn {
height: 30px;
border-radius: 7px;
font-weight: 600;
font-size: 11px;
padding: 0 12px;
}
}
.i4c-card-head {
display: flex;
align-items: center;
gap: 8px;
padding: 9px 14px;
background: #fff;
border-bottom: 1px solid #f1f5f9;
font-size: 13px;
font-weight: 700;
color: #0f172a;
fa-icon {
color: #2563eb;
}
.head-hint {
font-size: 11px;
color: #64748b;
font-weight: normal;
}
.i4c-toolbar-spacer {
flex: 1 1 auto;
}
.entries-counter {
font-size: 11px;
font-weight: 600;
color: #475569;
background: #f1f5f9;
padding: 2px 8px;
border-radius: 9999px;
border: 1px solid #e2e8f0;
}
}
.bank-name-cell {
display: flex;
align-items: center;
gap: 10px;
.bank-title-wrap {
display: flex;
flex-direction: column;
gap: 1px;
}
.bank-name {
color: #0f172a;
font-size: 12px;
}
.bank-code-sub {
font-size: 10px;
color: #94a3b8;
}
}
.entity-avatar {
width: 28px;
height: 28px;
border-radius: 8px;
display: flex;
align-items: center;
justify-content: center;
font-size: 12px;
background: #f1f5f9;
color: #475569;
border: 1px solid #e2e8f0;
flex-shrink: 0;
&--lg {
width: 36px;
height: 36px;
font-size: 15px;
border-radius: 10px;
}
&--bnk {
background: #eff6ff;
color: #1d4ed8;
border-color: #bfdbfe;
}
&--wlt {
background: #f5f3ff;
color: #7c3aed;
border-color: #ddd6fe;
}
&--mer {
background: #ecfdf5;
color: #059669;
border-color: #a7f3d0;
}
&--ppi {
background: #fffbeb;
color: #d97706;
border-color: #fde68a;
}
}
.entity-type-badge {
display: inline-flex;
align-items: center;
padding: 3px 10px;
border-radius: 6px;
font-size: 11px;
font-weight: 700;
letter-spacing: 0.02em;
background: #f1f5f9;
color: #475569;
border: 1px solid #e2e8f0;
&--bnk {
background: #eff6ff;
color: #1d4ed8;
border-color: #bfdbfe;
}
&--wlt {
background: #f5f3ff;
color: #7c3aed;
border-color: #ddd6fe;
}
&--mer {
background: #ecfdf5;
color: #059669;
border-color: #a7f3d0;
}
&--ppi {
background: #fffbeb;
color: #d97706;
border-color: #fde68a;
}
}
.code-pill {
display: inline-block;
padding: 3px 8px;
border-radius: 6px;
background: #f8fafc;
border: 1px solid #e2e8f0;
color: #0f172a;
font-weight: 700;
font-size: 12px;
}
.copy-chip {
display: inline-flex;
align-items: center;
gap: 6px;
padding: 4px 10px;
border-radius: 6px;
background: #f8fafc;
border: 1px solid #cbd5e1;
color: #334155;
font-size: 11px;
font-weight: 600;
cursor: pointer;
transition: all 0.15s ease;
&:hover {
background: #e2e8f0;
color: #0f172a;
}
&--ifsc {
background: #f0fdf4;
border-color: #bbf7d0;
color: #166534;
&:hover {
background: #dcfce7;
}
}
&--sm {
padding: 2px 8px;
font-size: 10px;
}
.copy-success-text {
color: #16a34a;
font-weight: 700;
}
}
.standard-tag {
display: inline-flex;
align-items: center;
gap: 5px;
font-size: 11px;
color: #64748b;
font-weight: 600;
}
.modal-title-row {
display: flex;
align-items: center;
gap: 10px;
flex-wrap: wrap;
}
.modal-header-sub {
font-size: 12px;
color: #94a3b8;
font-weight: normal;
margin-top: 2px;
}
.details-grid {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(180px, 1fr));
gap: 10px;
}
.detail-card {
background: #f8fafc;
border: 1px solid #e2e8f0;
border-radius: 10px;
padding: 10px 12px;
display: flex;
flex-direction: column;
gap: 3px;
&-label {
font-size: 10px;
font-weight: 700;
color: #64748b;
text-transform: uppercase;
letter-spacing: 0.03em;
}
&-val {
font-size: 13px;
font-weight: 700;
color: #0f172a;
display: flex;
align-items: center;
gap: 6px;
}
&-sub {
font-size: 10px;
color: #94a3b8;
margin-top: 1px;
}
}
.payload-box {
display: flex;
flex-direction: column;
gap: 6px;
&-title {
display: flex;
align-items: center;
justify-content: space-between;
font-size: 12px;
font-weight: 700;
color: #1e293b;
}
}
.footer-btn-close {
padding: 6px 14px;
border-radius: 8px;
background: #e2e8f0;
color: #334155;
border: none;
font-size: 11.5px;
font-weight: 600;
cursor: pointer;
transition: all 0.2s;
&:hover {
background: #cbd5e1;
color: #0f172a;
}
}
.ifsc-filter {
width: 170px;
}
@@ -0,0 +1,167 @@
/**
* 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, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { MatButtonModule } from '@angular/material/button';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatInputModule } from '@angular/material/input';
import { MatSelectModule } from '@angular/material/select';
import { MatProgressBarModule } from '@angular/material/progress-bar';
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { I4cService, i4cErrorMessage } from '../i4c.service';
/** The I4C Bank Code Master from the specification: codes the bank reports as root_bankid / payee_bank_code. */
@Component({
selector: 'mifosx-i4c-bank-master',
templateUrl: './i4c-bank-master.component.html',
styleUrls: ['./i4c-bank-master.component.scss'],
imports: [
CommonModule,
FormsModule,
MatButtonModule,
MatFormFieldModule,
MatInputModule,
MatSelectModule,
MatProgressBarModule,
MatPaginatorModule,
FaIconComponent
]
})
export class I4cBankMasterComponent implements OnInit {
private i4c = inject(I4cService);
readonly types = [
{ value: '', label: 'All Entities' },
{ value: 'BNK', label: 'Commercial Banks' },
{ value: 'WLT', label: 'Digital Wallets' },
{ value: 'MER', label: 'Payment Merchants' },
{ value: 'PPI', label: 'Prepaid Instruments' },
{ value: 'CBD', label: 'CBD' },
{ value: 'INS', label: 'Insurance' }
];
search = '';
type = '';
ifsc = '';
total = 0;
pageIndex = 0;
pageSize = 50;
readonly pageSizes = [
25,
50,
100,
200
];
rows: any[] = [];
loading = false;
error = '';
copiedKey = '';
selectedBankModal: any = null;
ngOnInit(): void {
this.load();
}
setType(t: string): void {
if (this.type === t) return;
this.type = t;
this.load(true);
}
onPage(e: PageEvent): void {
this.pageIndex = e.pageIndex;
this.pageSize = e.pageSize;
this.load();
}
/** Reload the current page; a changed filter passes `fromFirstPage` so the officer lands on page one. */
load(fromFirstPage = false): void {
if (fromFirstPage) {
this.pageIndex = 0;
}
this.loading = true;
this.error = '';
this.i4c
.bankMaster({
search: this.search.trim(),
type: this.type,
ifsc: this.ifsc,
offset: this.pageIndex * this.pageSize,
limit: this.pageSize
})
.subscribe({
next: (page) => {
this.rows = page.pageItems;
this.total = page.totalFilteredRecords;
this.loading = false;
},
error: (e) => {
this.error = i4cErrorMessage(e);
this.loading = false;
}
});
}
openModal(bank: any): void {
this.selectedBankModal = bank;
}
closeModal(): void {
this.selectedBankModal = null;
}
copyText(text: string, key: string, e?: MouseEvent): void {
if (e) {
e.stopPropagation();
}
if (!text) return;
navigator.clipboard?.writeText(text);
this.copiedKey = key;
setTimeout(() => {
if (this.copiedKey === key) {
this.copiedKey = '';
}
}, 2000);
}
getTypeIcon(type: string): string {
switch (type?.toUpperCase()) {
case 'BNK':
return 'university';
case 'WLT':
return 'mobile-alt';
case 'MER':
return 'coins';
case 'PPI':
return 'credit-card';
default:
return 'building';
}
}
sampleJson(b: any): string {
if (!b) return '';
const sample = {
layer_number: 1,
transaction_details: {
payee_bank_code: b.bank_code,
payee_bank_name: b.bank_name,
payee_ifsc_prefix: b.ifsc_prefix || 'N/A',
entity_category: b.entity_type
},
mha_routing: {
root_bankid: b.bank_code,
standard: 'I4C-MHA-2.0'
}
};
return JSON.stringify(sample, null, 2);
}
}
@@ -0,0 +1,484 @@
<!--
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="i4c-page">
<!-- Modern Toolbar -->
<div class="i4c-toolbar">
<div class="i4c-toolbar__hint">
<fa-icon icon="info-circle" class="hint-ic"></fa-icon>
<span
>Live NCRP-CFCFRMS Integration: automated complaint processing, targeted account holds &amp; MHA
responses.</span
>
</div>
<span class="i4c-toolbar__spacer"></span>
<button mat-stroked-button class="action-btn" (click)="showConfigModal = true" [disabled]="!data">
<fa-icon icon="cog"></fa-icon> Integration Config
</button>
<button mat-flat-button color="primary" class="action-btn" (click)="load()" [disabled]="loading">
<fa-icon icon="sync" [animation]="loading ? 'spin' : undefined"></fa-icon> Refresh
</button>
</div>
@if (loading) {
<mat-progress-bar mode="indeterminate"></mat-progress-bar>
}
@if (error) {
<div class="i4c-error">
<fa-icon icon="exclamation-circle"></fa-icon>
<span>{{ error }}</span>
</div>
}
@if (data) {
@if (setupGaps.length) {
<div class="setup-banner">
<div class="setup-banner__icon">
<fa-icon icon="exclamation-triangle"></fa-icon>
</div>
<div class="setup-banner__content">
<div class="setup-banner__title">Configuration &amp; Production Setup Needed</div>
<ul class="setup-banner__list">
@for (gap of setupGaps; track gap) {
<li>{{ gap }}</li>
}
</ul>
</div>
</div>
}
<!-- KPI Groups: Complaints, Holds, Needs Action -->
<div class="kpi-groups">
<!-- Section 1: Complaints -->
<section class="kpi-group">
<div class="kpi-group__head">
<fa-icon icon="inbox"></fa-icon>
<span>Complaints</span>
</div>
<div class="kpi-group__row">
<a class="modern-kpi" routerLink="../requests">
<div class="kpi-top">
<span class="kpi-icon-circle kpi-icon-circle--blue"><fa-icon icon="clock"></fa-icon></span>
<span class="kpi-trend">Last 24h</span>
</div>
<span class="modern-kpi__value">{{ data.requestsLast24h }}</span>
<span class="modern-kpi__label">Received (24 h)</span>
<span class="modern-kpi__sub">{{ data.requestsLast30d }} received in 30 days</span>
</a>
<a class="modern-kpi" routerLink="../requests" [class.modern-kpi--warn]="data.requestsPending > 0">
<div class="kpi-top">
<span class="kpi-icon-circle kpi-icon-circle--amber"><fa-icon icon="tasks"></fa-icon></span>
@if (data.requestsPending > 0) {
<span class="kpi-trend kpi-trend--warn">Needs processing</span>
}
</div>
<span class="modern-kpi__value">{{ data.requestsPending }}</span>
<span class="modern-kpi__label">Still Processing</span>
<span class="modern-kpi__sub">queued / retry queue</span>
</a>
</div>
</section>
<!-- Section 2: Holds -->
<section class="kpi-group">
<div class="kpi-group__head">
<fa-icon icon="lock"></fa-icon>
<span>Holds Register</span>
</div>
<div class="kpi-group__row">
<a class="modern-kpi" routerLink="../holds" [queryParams]="{ view: 'ACTIVE' }">
<div class="kpi-top">
<span class="kpi-icon-circle kpi-icon-circle--green"><fa-icon icon="shield-alt"></fa-icon></span>
<span class="kpi-trend kpi-trend--green">Active</span>
</div>
<span class="modern-kpi__value">{{ data.activeHolds }}</span>
<span class="modern-kpi__label">Active Account Holds</span>
<span class="modern-kpi__sub">disputed amounts restricted</span>
</a>
<a class="modern-kpi" routerLink="../holds" [queryParams]="{ view: 'ACTIVE' }">
<div class="kpi-top">
<span class="kpi-icon-circle kpi-icon-circle--blue"><fa-icon icon="coins"></fa-icon></span>
</div>
<span class="modern-kpi__value">₹{{ data.amountHeld | number: '1.2-2' }}</span>
<span class="modern-kpi__label">Total Amount Held</span>
<span class="modern-kpi__sub">customer account balance</span>
</a>
<a
class="modern-kpi"
routerLink="../holds"
[queryParams]="{ view: 'PROSPECTIVE' }"
[class.modern-kpi--warn]="data.prospectiveShortfall > 0"
>
<div class="kpi-top">
<span class="kpi-icon-circle kpi-icon-circle--amber"><fa-icon icon="exclamation-circle"></fa-icon></span>
</div>
<span class="modern-kpi__value">₹{{ data.prospectiveShortfall | number: '1.2-2' }}</span>
<span class="modern-kpi__label">Prospective Shortfall</span>
<span class="modern-kpi__sub">funds pending deposit</span>
</a>
</div>
</section>
<!-- Section 3: Needs Action -->
<section class="kpi-group kpi-group--action">
<div class="kpi-group__head">
<fa-icon icon="bell"></fa-icon>
<span>Needs Immediate Action</span>
</div>
<div class="kpi-group__row">
<a
class="modern-kpi"
routerLink="../holds"
[queryParams]="{ view: 'INTIMATION_DUE' }"
[class.modern-kpi--alert]="data.intimationOverdue > 0"
>
<div class="kpi-top">
<span class="kpi-icon-circle kpi-icon-circle--red"><fa-icon icon="envelope"></fa-icon></span>
@if (data.intimationOverdue > 0) {
<span class="kpi-trend kpi-trend--alert">Overdue</span>
}
</div>
<span class="modern-kpi__value">{{ data.intimationOverdue }}</span>
<span class="modern-kpi__label">Intimation Overdue</span>
<span class="modern-kpi__sub">RBI notification window</span>
</a>
<a
class="modern-kpi"
routerLink="../holds"
[queryParams]="{ view: 'REVIEW_DUE' }"
[class.modern-kpi--warn]="data.holdsReviewDue > 0"
>
<div class="kpi-top">
<span class="kpi-icon-circle kpi-icon-circle--amber"><fa-icon icon="calendar-check"></fa-icon></span>
</div>
<span class="modern-kpi__value">{{ data.holdsReviewDue }}</span>
<span class="modern-kpi__label">90-Day Review Due</span>
<span class="modern-kpi__sub">due within 15 days</span>
</a>
<a class="modern-kpi" routerLink="../approvals" [class.modern-kpi--warn]="data.pendingApprovals > 0">
<div class="kpi-top">
<span class="kpi-icon-circle kpi-icon-circle--purple"><fa-icon icon="user-check"></fa-icon></span>
@if (data.pendingApprovals > 0) {
<span class="kpi-trend kpi-trend--warn">Pending Checker</span>
}
</div>
<span class="modern-kpi__value">{{ data.pendingApprovals }}</span>
<span class="modern-kpi__label">Awaiting Approval</span>
<span class="modern-kpi__sub">hold release / freeze</span>
</a>
<a
class="modern-kpi"
routerLink="../outbox"
[queryParams]="{ status: 'FAILED' }"
[class.modern-kpi--alert]="data.outboxFailed > 0"
>
<div class="kpi-top">
<span class="kpi-icon-circle kpi-icon-circle--red"><fa-icon icon="paper-plane"></fa-icon></span>
@if (data.outboxFailed > 0) {
<span class="kpi-trend kpi-trend--alert">Outbox Fail</span>
}
</div>
<span class="modern-kpi__value">{{ data.outboxFailed }}</span>
<span class="modern-kpi__label">Delivery Failed</span>
<span class="modern-kpi__sub">{{ data.outboxPending }} queued to send</span>
</a>
</div>
</section>
</div>
<!-- Middle Row: API Performance + Complaints Status -->
<div class="dashboard-grid">
<!-- API Performance 30 Days -->
<div class="i4c-card card-perf">
<div class="i4c-card__head">
<fa-icon icon="tachometer-alt"></fa-icon>
<span>API Gateway Performance (Last 30 Days)</span>
<span class="rbi-badge"><fa-icon icon="shield-alt"></fa-icon> RBI Review Periodic Spec</span>
</div>
<div class="i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>Direction</th>
<th class="num">Calls</th>
<th class="num">Succeeded</th>
<th class="num">Failed</th>
<th class="num">Success Rate</th>
<th class="num">Avg (ms)</th>
<th class="num">Max (ms)</th>
</tr>
</thead>
<tbody>
@for (row of data.apiPerformance30d; track row.direction) {
<tr>
<td>
<span class="direction-chip direction-chip--{{ row.direction?.toLowerCase() }}">
{{ row.direction === 'IN' ? '↓ Inbound (I4C → Bank)' : '↑ Outbound (Bank → I4C)' }}
</span>
</td>
<td class="num font-semibold">{{ row.calls }}</td>
<td class="num success-num">{{ row.succeeded }}</td>
<td class="num" [class.fail-num]="row.failed > 0">{{ row.failed }}</td>
<td class="num">
@if (successRate(row) === null) {
<span class="text-muted">-</span>
} @else {
<div class="modern-rate">
<div class="modern-rate__bar">
<div class="modern-rate__fill" [style.width.%]="successRate(row)"></div>
</div>
<span class="modern-rate__text">{{ successRate(row) | number: '1.0-1' }}%</span>
</div>
}
</td>
<td class="num latency-pill">{{ row.avg_ms ? row.avg_ms + ' ms' : '-' }}</td>
<td class="num latency-pill">{{ row.max_ms ? row.max_ms + ' ms' : '-' }}</td>
</tr>
} @empty {
<tr>
<td colspan="7" class="i4c-empty">No API calls recorded in the last 30 days.</td>
</tr>
}
</tbody>
</table>
</div>
<div class="card-footer-info">
<div class="footer-stat">
<fa-icon icon="clock"></fa-icon>
<span>Average time from complaint arrival to response delivery:</span>
<b class="stat-highlight">{{
data.avgAckToResponseSeconds === null ? '-' : data.avgAckToResponseSeconds + ' seconds'
}}</b>
</div>
<div class="footer-note">
Note: Failed inbound calls include unauthenticated requests and invalid signature payloads.
</div>
</div>
</div>
<!-- Complaints by Status -->
<div class="i4c-card card-status">
<div class="i4c-card__head">
<fa-icon icon="tasks"></fa-icon>
<span>Complaints by Status</span>
</div>
<div class="status-grid">
@for (row of data.requestsByStatus; track row.status) {
<a class="status-tile" [routerLink]="['../requests']" [queryParams]="{ status: row.status }">
<div class="status-tile__left">
<span class="i4c-badge" [class]="statusClass(row.status)">{{ row.status }}</span>
<span class="status-tile__hint">View complaints</span>
</div>
<span class="status-tile__count">{{ row.count }}</span>
</a>
} @empty {
<div class="i4c-empty">No complaints received yet.</div>
}
</div>
</div>
</div>
<!-- Bottom Row: Findings + Configuration Preview -->
<div class="dashboard-grid dashboard-grid--equal">
<!-- Reported to I4C -->
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="list-alt"></fa-icon>
<span>Findings Reported to I4C (Section 6)</span>
</div>
<div class="i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>Transaction / Hold Type</th>
<th class="num">Entries</th>
<th class="num">Reported Amount</th>
</tr>
</thead>
<tbody>
@for (row of data.findingsByType; track row.txn_type) {
<tr>
<td>
<b>{{ row.txn_type }}</b>
</td>
<td class="num">{{ row.count }}</td>
<td class="num highlight-amt">₹{{ row.amount | number: '1.2-2' }}</td>
</tr>
} @empty {
<tr>
<td colspan="3" class="i4c-empty">No findings reported to I4C yet.</td>
</tr>
}
</tbody>
</table>
</div>
</div>
<!-- Configuration Snapshot -->
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="cog"></fa-icon>
<span>Live Gateway Configuration</span>
<button class="config-popup-trigger" (click)="showConfigModal = true">
<fa-icon icon="external-link-alt"></fa-icon> Details
</button>
</div>
<div class="config-grid">
<div class="config-tile">
<div class="config-tile__label">Gateway Status</div>
<div class="config-tile__value">
<span class="i4c-badge" [class]="data.configuration.enabled ? 'i4c-badge--green' : 'i4c-badge--red'">
{{ data.configuration.enabled ? 'ENABLED' : 'DISABLED' }}
</span>
</div>
</div>
<div class="config-tile">
<div class="config-tile__label">Tenant</div>
<div class="config-tile__value">{{ data.configuration.tenant }}</div>
</div>
<div class="config-tile">
<div class="config-tile__label">Bank Code (I4C root)</div>
<div class="config-tile__value">
<b>{{ data.configuration.bankCode || 'Not configured' }}</b>
</div>
</div>
<div class="config-tile">
<div class="config-tile__label">Encryption Mode</div>
<div class="config-tile__value">
<span class="crypto-chip">{{ data.configuration.cryptoMode }}</span>
</div>
</div>
<div class="config-tile config-tile--full">
<div class="config-tile__label">I4C Outbound API Base URL</div>
<div class="config-tile__value url-val">
<span>{{ data.configuration.outboundBaseUrl || 'Not configured' }}</span>
@if (data.configuration.outboundBaseUrl) {
<button class="copy-btn" (click)="copyText(data.configuration.outboundBaseUrl, 'url')">
{{ copiedKey === 'url' ? 'Copied!' : 'Copy' }}
</button>
}
</div>
</div>
<div class="config-tile">
<div class="config-tile__label">Review Window</div>
<div class="config-tile__value">{{ data.configuration.holdReviewDays }} Days (90-day cycle)</div>
</div>
<div class="config-tile">
<div class="config-tile__label">Match Window</div>
<div class="config-tile__value">± {{ data.configuration.matchDateWindowDays }} Days</div>
</div>
</div>
</div>
</div>
}
<!-- ========================================================
MODERN POPUP WINDOW: CONFIGURATION DETAILS MODAL
======================================================== -->
@if (showConfigModal && data?.configuration) {
<div class="i4c-modal-backdrop" (click)="showConfigModal = false">
<div class="i4c-modal-window i4c-modal-window--wide" (click)="$event.stopPropagation()">
<div class="i4c-modal-header">
<div class="i4c-modal-header__title">
<fa-icon icon="cog"></fa-icon>
<div>
<span>I4C-MHA Integration Configuration</span>
<div class="i4c-modal-header__sub">
NCRP-CFCFRMS Specification 2.0 Security &amp; Connection Parameters
</div>
</div>
</div>
<button class="modal-close-btn" (click)="showConfigModal = false" aria-label="Close">
<fa-icon icon="times"></fa-icon>
</button>
</div>
<div class="i4c-modal-body">
<dl class="i4c-kv">
<dt>Integration Enabled</dt>
<dd>
<span class="i4c-badge" [class]="data.configuration.enabled ? 'i4c-badge--green' : 'i4c-badge--red'">
{{ data.configuration.enabled ? 'ACTIVE (Online)' : 'DISABLED' }}
</span>
</dd>
<dt>Tenant ID</dt>
<dd>{{ data.configuration.tenant }}</dd>
<dt>Bank Code (I4C ID)</dt>
<dd>
<b>{{ data.configuration.bankCode }}</b>
</dd>
<dt>Inbound Credentials</dt>
<dd>
{{ data.configuration.inboundCredentialsConfigured ? 'Configured' : 'Not configured' }}
@if (data.configuration.inboundPasswordHashed) {
<span class="badge-mini">bcrypt hash active</span>
}
</dd>
<dt>Allowed I4C IPs</dt>
<dd>{{ data.configuration.allowedIpCount || 'Any / All (UAT mode)' }}</dd>
<dt>Payload Encryption</dt>
<dd>
<span class="crypto-chip">{{ data.configuration.cryptoMode }}</span>
@if (data.configuration.cryptoPassphraseConfigured) {
<span class="badge-mini">passphrase active</span>
}
</dd>
<dt>Outbound Base URL</dt>
<dd class="font-mono">{{ data.configuration.outboundBaseUrl || 'Not set' }}</dd>
<dt>Automatic Hold Review</dt>
<dd>{{ data.configuration.holdReviewDays }} days</dd>
<dt>Transaction Match Window</dt>
<dd>± {{ data.configuration.matchDateWindowDays }} days</dd>
<dt>Simulator Status</dt>
<dd>
<span
class="i4c-badge"
[class]="data.configuration.simulatorEnabled ? 'i4c-badge--amber' : 'i4c-badge--green'"
>
{{ data.configuration.simulatorEnabled ? 'SIMULATOR ACTIVE (UAT)' : 'PRODUCTION' }}
</span>
</dd>
</dl>
<div class="i4c-note">
<fa-icon icon="shield-alt"></fa-icon>
<span
>All passwords, encryption keys, and tokens are stored in the server keystore and never revealed on the
UI.</span
>
</div>
</div>
<div class="i4c-modal-footer">
<button class="footer-btn-close" (click)="showConfigModal = false">Close</button>
</div>
</div>
</div>
}
</div>
@@ -0,0 +1,499 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
@use '../i4c' as *;
@include i4c-skin;
/* Setup Banner */
.setup-banner {
display: flex;
gap: 12px;
align-items: flex-start;
padding: 10px 14px;
border: 1px solid #fde68a;
background: linear-gradient(135deg, #fffbeb 0%, #fef3c7 100%);
border-radius: 10px;
box-shadow: 0 4px 10px rgb(245 158 11 / 8%);
&__icon {
font-size: 18px;
color: #d97706;
margin-top: 1px;
}
&__title {
font-weight: 700;
color: #92400e;
font-size: 12.5px;
}
&__list {
margin: 4px 0 0;
padding-left: 18px;
color: #92400e;
font-size: 11.5px;
line-height: 1.5;
}
}
/* KPI Groups */
.kpi-groups {
display: grid;
grid-template-columns: 2fr 3fr 4fr;
gap: 12px;
}
@media (width <= 1280px) {
.kpi-groups {
grid-template-columns: 1fr 1fr;
.kpi-group--action {
grid-column: 1 / -1;
}
}
}
@media (width <= 768px) {
.kpi-groups {
grid-template-columns: 1fr;
}
}
.kpi-group {
display: flex;
flex-direction: column;
gap: 8px;
min-width: 0;
&__head {
display: flex;
align-items: center;
gap: 6px;
font-size: 11px;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.05em;
color: #64748b;
fa-icon {
color: #2563eb;
}
}
&__row {
display: grid;
grid-auto-flow: column;
grid-auto-columns: minmax(0, 1fr);
gap: 8px;
}
}
@media (width <= 580px) {
.kpi-group__row {
grid-auto-flow: row;
grid-template-columns: 1fr;
}
}
/* Modern Fintech KPI Tile */
.modern-kpi {
display: flex;
flex-direction: column;
gap: 4px;
padding: 12px 14px;
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 12px;
text-decoration: none;
color: inherit;
box-shadow: 0 3px 10px rgb(15 23 42 / 3%);
transition: all 0.25s cubic-bezier(0.16, 1, 0.3, 1);
position: relative;
overflow: hidden;
&:hover {
transform: translateY(-2px);
border-color: #93c5fd;
box-shadow: 0 8px 16px -3px rgb(37 99 235 / 12%);
}
.kpi-top {
display: flex;
align-items: center;
justify-content: space-between;
}
.kpi-icon-circle {
width: 28px;
height: 28px;
border-radius: 8px;
display: flex;
align-items: center;
justify-content: center;
font-size: 12px;
&--blue {
background: #eff6ff;
color: #2563eb;
}
&--green {
background: #ecfdf5;
color: #059669;
}
&--amber {
background: #fffbeb;
color: #d97706;
}
&--red {
background: #fef2f2;
color: #dc2626;
}
&--purple {
background: #f5f3ff;
color: #7c3aed;
}
}
.kpi-trend {
font-size: 9.5px;
font-weight: 700;
text-transform: uppercase;
padding: 1px 6px;
border-radius: 9999px;
background: #f1f5f9;
color: #64748b;
&--green {
background: #ecfdf5;
color: #059669;
}
&--warn {
background: #fffbeb;
color: #d97706;
}
&--alert {
background: #fef2f2;
color: #dc2626;
}
}
&__value {
font-size: 18px;
font-weight: 800;
color: #0f172a;
letter-spacing: -0.02em;
font-variant-numeric: tabular-nums;
}
&__label {
font-size: 11px;
font-weight: 600;
color: #334155;
}
&__sub {
font-size: 10px;
color: #94a3b8;
}
&--warn {
border-color: #fde68a;
background: #fffdf5;
.modern-kpi__value {
color: #b45309;
}
}
&--alert {
border-color: #fecaca;
background: #fffbfb;
.modern-kpi__value {
color: #b91c1c;
}
}
}
/* Dashboard Grid */
.dashboard-grid {
display: grid;
grid-template-columns: 2fr 1fr;
gap: 18px;
&--equal {
grid-template-columns: 1fr 1fr;
}
}
@media (width <= 1024px) {
.dashboard-grid,
.dashboard-grid--equal {
grid-template-columns: 1fr;
}
}
/* API Performance */
.rbi-badge {
margin-left: auto;
display: inline-flex;
align-items: center;
gap: 6px;
font-size: 11px;
font-weight: 600;
color: #1e40af;
background: #dbeafe;
padding: 3px 10px;
border-radius: 9999px;
}
.direction-chip {
display: inline-block;
padding: 3px 9px;
border-radius: 6px;
font-size: 11px;
font-weight: 700;
&--in {
background: #eff6ff;
color: #1d4ed8;
}
&--out {
background: #f0fdf4;
color: #15803d;
}
}
.success-num {
color: #059669;
font-weight: 700;
}
.fail-num {
color: #dc2626;
font-weight: 700;
}
.modern-rate {
display: inline-flex;
align-items: center;
gap: 8px;
justify-content: flex-end;
&__bar {
width: 60px;
height: 7px;
background: #fee2e2;
border-radius: 9999px;
overflow: hidden;
}
&__fill {
display: block;
height: 100%;
background: linear-gradient(90deg, #10b981, #059669);
border-radius: 9999px;
}
&__text {
font-size: 12px;
font-weight: 700;
font-variant-numeric: tabular-nums;
}
}
.latency-pill {
color: #64748b;
font-size: 12px;
}
.card-footer-info {
padding: 12px 20px;
background: #f8fafc;
border-top: 1px solid #e2e8f0;
display: flex;
flex-direction: column;
gap: 4px;
font-size: 12px;
color: #475569;
.footer-stat {
display: flex;
align-items: center;
gap: 8px;
fa-icon {
color: #3b82f6;
}
}
.stat-highlight {
color: #0f172a;
font-weight: 700;
}
.footer-note {
font-size: 11px;
color: #94a3b8;
}
}
/* Status Tile List */
.status-grid {
display: flex;
flex-direction: column;
gap: 8px;
padding: 16px;
}
.status-tile {
display: flex;
align-items: center;
justify-content: space-between;
padding: 12px 14px;
border-radius: 12px;
border: 1px solid #f1f5f9;
background: #f8fafc;
text-decoration: none;
color: inherit;
transition: all 0.2s;
&:hover {
background: #fff;
border-color: #cbd5e1;
box-shadow: 0 4px 10px rgb(15 23 42 / 5%);
transform: translateY(-1px);
}
&__left {
display: flex;
flex-direction: column;
gap: 4px;
}
&__hint {
font-size: 11px;
color: #94a3b8;
}
&__count {
font-size: 18px;
font-weight: 800;
color: #0f172a;
font-variant-numeric: tabular-nums;
}
}
/* Configuration Grid */
.config-grid {
display: grid;
grid-template-columns: 1fr 1fr;
gap: 12px;
padding: 16px 20px;
}
.config-tile {
display: flex;
flex-direction: column;
gap: 4px;
&--full {
grid-column: 1 / -1;
}
&__label {
font-size: 11px;
font-weight: 600;
text-transform: uppercase;
letter-spacing: 0.04em;
color: #94a3b8;
}
&__value {
font-size: 13px;
color: #0f172a;
font-weight: 500;
}
.url-val {
display: flex;
align-items: center;
gap: 8px;
font-family: monospace;
font-size: 12px;
word-break: break-all;
}
}
.config-popup-trigger {
margin-left: auto;
display: inline-flex;
align-items: center;
gap: 6px;
padding: 3px 10px;
border-radius: 8px;
background: #f1f5f9;
border: 1px solid #cbd5e1;
color: #2563eb;
font-size: 12px;
font-weight: 600;
cursor: pointer;
transition: all 0.2s;
&:hover {
background: #e2e8f0;
color: #1d4ed8;
}
}
.crypto-chip {
padding: 2px 8px;
border-radius: 6px;
background: #eff6ff;
color: #1e40af;
font-size: 11px;
font-weight: 700;
}
.copy-btn {
padding: 2px 8px;
border-radius: 6px;
background: #2563eb;
color: #fff;
border: none;
font-size: 10px;
font-weight: 600;
cursor: pointer;
&:hover {
background: #1d4ed8;
}
}
.badge-mini {
display: inline-block;
padding: 1px 6px;
border-radius: 4px;
background: #f1f5f9;
font-size: 11px;
color: #64748b;
margin-left: 6px;
}
.highlight-amt {
color: #0f172a;
font-weight: 700;
}
@@ -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/.
*/
import { Component, OnInit, inject } from '@angular/core';
import { DecimalPipe } from '@angular/common';
import { RouterLink } from '@angular/router';
import { MatButtonModule } from '@angular/material/button';
import { MatProgressBarModule } from '@angular/material/progress-bar';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { I4cService, i4cErrorMessage } from '../i4c.service';
/**
* Integration health at a glance, and the API performance figures the RBI letter (05 Dec 2025, para 4) asks to be
* reviewed periodically: calls, failures and response times in each direction.
*/
@Component({
selector: 'mifosx-i4c-dashboard',
templateUrl: './i4c-dashboard.component.html',
styleUrls: ['./i4c-dashboard.component.scss'],
imports: [
DecimalPipe,
RouterLink,
MatButtonModule,
MatProgressBarModule,
FaIconComponent
]
})
export class I4cDashboardComponent implements OnInit {
private i4c = inject(I4cService);
data: any = null;
loading = false;
error = '';
showConfigModal = false;
copiedKey = '';
ngOnInit(): void {
this.load();
}
load(): void {
this.loading = true;
this.error = '';
this.i4c.dashboard().subscribe({
next: (d) => {
this.data = d;
this.loading = false;
},
error: (e) => {
this.error = i4cErrorMessage(e);
this.loading = false;
}
});
}
copyText(text: string, key: string): void {
if (!text) {
return;
}
navigator.clipboard.writeText(text);
this.copiedKey = key;
setTimeout(() => {
if (this.copiedKey === key) {
this.copiedKey = '';
}
}, 2000);
}
statusClass(status: string): string {
switch (status) {
case 'PROCESSED':
return 'i4c-badge--green';
case 'RETRY':
return 'i4c-badge--red';
case 'RECEIVED':
case 'PROCESSING':
return 'i4c-badge--amber';
default:
return '';
}
}
/** Success rate of calls in one direction, as a percentage; null when there were none. */
successRate(row: any): number | null {
const calls = Number(row?.calls || 0);
return calls === 0 ? null : (Number(row?.succeeded || 0) * 100) / calls;
}
/** What still stands between this bank and live traffic, worked out from the configuration. */
get setupGaps(): string[] {
const c = this.data?.configuration;
if (!c) {
return [];
}
const gaps: string[] = [];
if (!c.enabled) {
gaps.push('Integration is switched off (fineract.i4c.enabled=false): I4C calls are refused with 503.');
}
if (!c.inboundCredentialsConfigured) {
gaps.push('No inbound username/password set for I4C to obtain a token.');
} else if (!c.inboundPasswordHashed) {
gaps.push('Inbound password is configured in plain text; set the bcrypt hash for production.');
}
if (!c.allowedIpCount) {
gaps.push('No I4C source IP allowlist: any address may call (UAT only).');
}
if (c.cryptoMode !== 'NONE' && !c.cryptoPassphraseConfigured) {
gaps.push('Encryption mode is ' + c.cryptoMode + ' but no passphrase is configured.');
}
if (!c.outboundConfigured) {
gaps.push('I4C response URL is not configured: replies wait in the outbox.');
}
if (!c.bankCode) {
gaps.push("This bank's I4C bank code is not set (fineract.i4c.bank-code); root_bankid is sent as 0.");
}
if (c.simulatorEnabled) {
gaps.push('The local I4C simulator is enabled; switch it off in production.');
}
return gaps;
}
}
@@ -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/.
-->
<div class="date-range" role="group" [attr.aria-label]="label + ' filter'">
<span class="date-range__label"><fa-icon icon="calendar-alt"></fa-icon> {{ label }}</span>
<div class="date-range__presets">
@for (p of presets; track p.value) {
<button
type="button"
class="date-chip"
[class.date-chip--active]="range.preset === p.value"
[attr.aria-pressed]="range.preset === p.value"
(click)="pick(p.value)"
>
{{ p.label }}
</button>
}
</div>
@if (range.preset !== 'ALL') {
<div class="date-range__custom">
<label>
From
<input
type="date"
[max]="range.toDate || today"
[(ngModel)]="range.fromDate"
(change)="customChanged()"
[attr.aria-label]="label + ' from'"
/>
</label>
<label>
To
<input
type="date"
[min]="range.fromDate"
[max]="today"
[(ngModel)]="range.toDate"
(change)="customChanged()"
[attr.aria-label]="label + ' to'"
/>
</label>
</div>
}
</div>
@@ -0,0 +1,95 @@
/**
* 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/.
*/
:host {
display: block;
}
.date-range {
display: flex;
flex-wrap: wrap;
align-items: center;
gap: 8px 12px;
&__label {
font-size: 12px;
font-weight: 600;
color: #475569;
display: inline-flex;
align-items: center;
gap: 6px;
}
&__presets {
display: inline-flex;
flex-wrap: wrap;
gap: 4px;
padding: 3px;
border-radius: 999px;
background: #f1f5f9;
}
&__custom {
display: inline-flex;
flex-wrap: wrap;
gap: 8px;
label {
display: inline-flex;
align-items: center;
gap: 6px;
font-size: 12px;
color: #475569;
}
input {
height: 32px;
padding: 0 8px;
border: 1px solid #cbd5e1;
border-radius: 8px;
font: inherit;
font-size: 13px;
color: #0f172a;
background: #fff;
&:focus-visible {
outline: 2px solid #2563eb;
outline-offset: 1px;
}
}
}
}
.date-chip {
border: 0;
background: transparent;
border-radius: 999px;
padding: 4px 12px;
font-size: 12px;
font-weight: 600;
color: #475569;
cursor: pointer;
&:hover {
color: #1d4ed8;
}
&:focus-visible {
outline: 2px solid #2563eb;
outline-offset: 1px;
}
&--active {
background: #2563eb;
color: #fff;
&:hover {
color: #fff;
}
}
}
@@ -0,0 +1,102 @@
/**
* 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, EventEmitter, Input, Output } from '@angular/core';
import { FormsModule } from '@angular/forms';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
export type I4cDatePreset = 'ALL' | 'TODAY' | 'YESTERDAY' | 'WEEK' | 'MONTH' | 'CUSTOM';
/** A date range as the list APIs take it: yyyy-MM-dd, both days included, empty for "no limit". */
export interface I4cDateRange {
preset: I4cDatePreset;
fromDate: string;
toDate: string;
}
export const ALL_DATES: I4cDateRange = { preset: 'ALL', fromDate: '', toDate: '' };
/** yyyy-MM-dd in the browser's own time zone (toISOString would shift to UTC). */
function iso(d: Date): string {
const pad = (n: number) => String(n).padStart(2, '0');
return `${d.getFullYear()}-${pad(d.getMonth() + 1)}-${pad(d.getDate())}`;
}
/** The days a preset stands for, worked out from today. */
export function presetRange(preset: I4cDatePreset): I4cDateRange {
const today = new Date();
const day = (offset: number) => new Date(today.getFullYear(), today.getMonth(), today.getDate() + offset);
switch (preset) {
case 'TODAY':
return { preset, fromDate: iso(today), toDate: iso(today) };
case 'YESTERDAY':
return { preset, fromDate: iso(day(-1)), toDate: iso(day(-1)) };
case 'WEEK': {
// The week starts on Monday.
const sinceMonday = (today.getDay() + 6) % 7;
return { preset, fromDate: iso(day(-sinceMonday)), toDate: iso(today) };
}
case 'MONTH':
return { preset, fromDate: iso(new Date(today.getFullYear(), today.getMonth(), 1)), toDate: iso(today) };
default:
return { ...ALL_DATES };
}
}
/**
* Date filter shared by the I4C lists: All, Today, Yesterday, This Week, This Month, or a custom From / To. Emits the
* new range whenever it changes; the page then reloads from page one.
*/
@Component({
selector: 'mifosx-i4c-date-range',
templateUrl: './i4c-date-range.component.html',
styleUrls: ['./i4c-date-range.component.scss'],
imports: [
FormsModule,
FaIconComponent
]
})
export class I4cDateRangeComponent {
@Input() label = 'Date';
@Input() range: I4cDateRange = { ...ALL_DATES };
@Output() rangeChange = new EventEmitter<I4cDateRange>();
readonly presets: { value: I4cDatePreset; label: string }[] = [
{ value: 'ALL', label: 'All' },
{ value: 'TODAY', label: 'Today' },
{ value: 'YESTERDAY', label: 'Yesterday' },
{ value: 'WEEK', label: 'This Week' },
{ value: 'MONTH', label: 'This Month' },
{ value: 'CUSTOM', label: 'Custom' }
];
readonly today = iso(new Date());
pick(preset: I4cDatePreset): void {
if (preset === 'CUSTOM') {
// Keep the days already shown so the officer can adjust them.
this.range = { ...this.range, preset };
return;
}
this.emit(presetRange(preset));
}
customChanged(): void {
const { fromDate, toDate } = this.range;
if (fromDate && toDate && toDate < fromDate) {
// A reversed range would match nothing; read it the way it was meant.
this.range = { preset: 'CUSTOM', fromDate: toDate, toDate: fromDate };
}
this.emit({ ...this.range, preset: 'CUSTOM' });
}
private emit(range: I4cDateRange): void {
this.range = range;
this.rangeChange.emit(range);
}
}
@@ -0,0 +1,83 @@
<!--
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="docs">
@if (missing.length) {
<div class="docs__missing">
<fa-icon icon="exclamation-triangle"></fa-icon>
Still needed:
@for (m of missing; track m; let last = $last) {
<b>{{ label(m) }}</b
>{{ last ? '' : ', ' }}
}
</div>
}
<table class="i4c-table">
<thead>
<tr>
<th>Type</th>
<th>File</th>
<th>Remarks</th>
<th>Uploaded</th>
<th></th>
</tr>
</thead>
<tbody>
@for (d of rows; track d.id) {
<tr>
<td>{{ label(d.doc_type) }}</td>
<td>
<span class="docs__name">{{ d.file_name }}</span>
<div class="docs__sub" [title]="'SHA-256 ' + d.sha256">
{{ size(d.size_bytes) }} · {{ d.sha256.slice(0, 12) }}…
</div>
</td>
<td>{{ d.remarks || '-' }}</td>
<td>
{{ d.uploaded_at | date: 'dd MMM yyyy, HH:mm' }}
<div class="docs__sub">{{ d.uploaded_by }}</div>
</td>
<td>
<button mat-stroked-button type="button" (click)="download(d)">
<fa-icon icon="download"></fa-icon> Download
</button>
</td>
</tr>
} @empty {
<tr>
<td colspan="5" class="i4c-empty">No documents attached yet.</td>
</tr>
}
</tbody>
</table>
@if (canUpload) {
<div class="docs__upload">
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Document type</mat-label>
<mat-select [(ngModel)]="docType">
@for (t of types; track t.value) {
<mat-option [value]="t.value">{{ t.label }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="docs__remarks">
<mat-label>Remarks (order no., date…)</mat-label>
<input matInput [(ngModel)]="remarks" maxlength="500" />
</mat-form-field>
<label class="docs__file">
<input #fileInput type="file" accept="application/pdf,image/jpeg,image/png" (change)="pick($event)" />
</label>
<button mat-flat-button color="primary" type="button" (click)="upload(fileInput)" [disabled]="uploading || !file">
<fa-icon icon="upload"></fa-icon> {{ uploading ? 'Uploading…' : 'Attach' }}
</button>
<span class="docs__sub">PDF, JPEG or PNG, up to 5 MB. Stored with a SHA-256; never changed once attached.</span>
</div>
}
</div>
@@ -0,0 +1,66 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
@use '../i4c' as *;
@include i4c-skin;
:host {
display: block;
}
.docs {
display: flex;
flex-direction: column;
gap: 10px;
&__missing {
padding: 8px 12px;
border-radius: 8px;
border: 1px solid #fde68a;
background: #fffbeb;
color: #92400e;
font-size: 12.5px;
display: flex;
flex-wrap: wrap;
gap: 4px;
align-items: center;
}
&__name {
font-weight: 600;
overflow-wrap: anywhere;
}
&__sub {
font-size: 11px;
color: #64748b;
}
&__upload {
display: flex;
flex-wrap: wrap;
align-items: center;
gap: 10px;
padding-top: 10px;
border-top: 1px solid #f1f5f9;
mat-form-field {
width: 200px;
}
}
&__remarks {
flex: 1 1 220px;
}
&__file input {
font-size: 12px;
max-width: 240px;
}
}
@@ -0,0 +1,174 @@
/**
* 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, EventEmitter, Input, OnChanges, Output, inject } from '@angular/core';
import { DatePipe } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { MatButtonModule } from '@angular/material/button';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatInputModule } from '@angular/material/input';
import { MatSelectModule } from '@angular/material/select';
import { MatSnackBar } from '@angular/material/snack-bar';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { DOCUMENT_TYPES, I4cDocument, I4cDocumentOwner, I4cService, i4cErrorMessage, saveBlob } from '../i4c.service';
const MAX_BYTES = 5 * 1024 * 1024;
const ACCEPTED = [
'application/pdf',
'image/jpeg',
'image/png'
];
/**
* Documents behind a hold, grievance or restoration: list, download, and upload (PDF / JPEG / PNG up to 5 MB). Shows
* which of the {@link required} types are still missing.
*/
@Component({
selector: 'mifosx-i4c-documents',
templateUrl: './i4c-documents.component.html',
styleUrls: ['./i4c-documents.component.scss'],
imports: [
DatePipe,
FormsModule,
MatButtonModule,
MatFormFieldModule,
MatInputModule,
MatSelectModule,
FaIconComponent
]
})
export class I4cDocumentsComponent implements OnChanges {
private i4c = inject(I4cService);
private snackBar = inject(MatSnackBar);
@Input({ required: true }) ownerType!: I4cDocumentOwner;
@Input({ required: true }) ownerId!: number;
/** Document types this record needs; missing ones are flagged. */
@Input() required: string[] = [];
/** Types offered first in the picker. */
@Input() suggested: string[] = [];
@Input() canUpload = true;
/** Documents already loaded with the record, to avoid a second call. */
@Input() documents: I4cDocument[] | null = null;
@Output() changed = new EventEmitter<void>();
rows: I4cDocument[] = [];
docType = '';
remarks = '';
file: File | null = null;
uploading = false;
ngOnChanges(): void {
if (this.documents) {
this.rows = this.documents;
} else {
this.reload();
}
if (!this.docType) {
this.docType = this.suggested[0] || this.missing[0] || 'OTHER';
}
}
get types(): { value: string; label: string }[] {
const first = DOCUMENT_TYPES.filter((t) => this.suggested.includes(t.value) || this.required.includes(t.value));
return [
...first,
...DOCUMENT_TYPES.filter((t) => !first.includes(t))
];
}
get missing(): string[] {
return this.required.filter((t) => !this.rows.some((d) => d.doc_type === t));
}
label(type: string): string {
return DOCUMENT_TYPES.find((t) => t.value === type)?.label || type;
}
reload(): void {
if (!this.ownerId) {
return;
}
this.i4c.documents(this.ownerType, this.ownerId).subscribe({
next: (rows) => (this.rows = rows),
error: (e) => this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 })
});
}
pick(event: Event): void {
const input = event.target as HTMLInputElement;
const f = input.files?.[0] || null;
if (f && !ACCEPTED.includes(f.type)) {
this.snackBar.open('Only PDF, JPEG and PNG files can be attached.', 'Close', { duration: 5000 });
input.value = '';
return;
}
if (f && f.size > MAX_BYTES) {
this.snackBar.open('A document can be at most 5 MB.', 'Close', { duration: 5000 });
input.value = '';
return;
}
this.file = f;
}
upload(input: HTMLInputElement): void {
if (!this.file || !this.docType) {
this.snackBar.open('Choose the document type and the file.', 'Close', { duration: 4000 });
return;
}
const file = this.file;
this.uploading = true;
const reader = new FileReader();
reader.onload = () => {
const dataUrl = String(reader.result || '');
const content = dataUrl.substring(dataUrl.indexOf(',') + 1);
this.i4c
.uploadDocument({
ownerType: this.ownerType,
ownerId: this.ownerId,
docType: this.docType,
fileName: file.name,
contentType: file.type,
content,
remarks: this.remarks.trim() || undefined
})
.subscribe({
next: () => {
this.uploading = false;
this.file = null;
this.remarks = '';
input.value = '';
this.snackBar.open(this.label(this.docType) + ' attached.', 'OK', { duration: 3000 });
this.documents = null;
this.reload();
this.changed.emit();
},
error: (e) => {
this.uploading = false;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 });
}
});
};
reader.onerror = () => {
this.uploading = false;
this.snackBar.open('The file could not be read.', 'Close', { duration: 5000 });
};
reader.readAsDataURL(file);
}
download(d: I4cDocument): void {
this.i4c.downloadDocument(d.id).subscribe({
next: (blob) => saveBlob(blob, d.file_name),
error: (e) => this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 })
});
}
size(bytes: number): string {
return bytes < 1024 * 1024 ? Math.ceil(bytes / 1024) + ' KB' : (bytes / 1024 / 1024).toFixed(1) + ' MB';
}
}
@@ -0,0 +1,558 @@
<!--
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="i4c-page">
<div class="i4c-toolbar">
<div class="i4c-filter-chips">
<button class="filter-chip" [class.filter-chip--active]="stage === 'OPEN'" (click)="setStage('OPEN')">
<span>All open</span>
</button>
@for (s of stages; track s.value) {
<button class="filter-chip" [class.filter-chip--active]="stage === s.value" (click)="setStage(s.value)">
<span>{{ s.label }}</span>
</button>
}
<button class="filter-chip" [class.filter-chip--active]="stage === ''" (click)="setStage('')">
<span>All</span>
</button>
</div>
<span class="i4c-toolbar__spacer"></span>
<span class="count-tag">{{ total }} grievances</span>
</div>
<div class="i4c-filter-bar">
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="search-input">
<mat-label>GR id / account / ack no. / customer</mat-label>
<input matInput [(ngModel)]="search" (keyup.enter)="load(true)" (blur)="load(true)" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Outcome</mat-label>
<mat-select [(ngModel)]="status" (selectionChange)="load(true)">
<mat-option value="">Any</mat-option>
<mat-option value="OPEN">Pending decision</mat-option>
<mat-option value="ALLOWED">Allowed (order given)</mat-option>
<mat-option value="REJECTED">Rejected</mat-option>
<mat-option value="COURT">Left to the court</mat-option>
<mat-option value="WITHDRAWN">Withdrawn</mat-option>
</mat-select>
</mat-form-field>
<mat-checkbox [(ngModel)]="overdueOnly" (change)="load(true)">Past deadline only</mat-checkbox>
<mifosx-i4c-date-range label="Raised" [range]="dates" (rangeChange)="onDates($event)"></mifosx-i4c-date-range>
<button mat-stroked-button class="i4c-filter-bar__clear" (click)="clearFilters()" [disabled]="!hasFilters">
<fa-icon icon="times"></fa-icon> Clear filters
</button>
</div>
@if (loading) {
<mat-progress-bar mode="indeterminate"></mat-progress-bar>
}
@if (error) {
<div class="i4c-error">
<fa-icon icon="exclamation-circle"></fa-icon> <span>{{ error }}</span>
</div>
}
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="balance-scale"></fa-icon>
<span>GRM Grievances (NCRP Grievance Redressal Module)</span>
<span class="head-hint"
>Raise a grievance from the hold (Holds Register → hold → GRM / MRM). Click a row to work on it.</span
>
</div>
<div class="i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>Raised</th>
<th>GR id</th>
<th>Account / Customer</th>
<th>Customer asks</th>
<th class="num">Held (₹)</th>
<th>Stage</th>
<th>Deadline</th>
<th>Outcome</th>
</tr>
</thead>
<tbody>
@for (g of rows; track g.id) {
<tr class="clickable" (click)="open(g.id)">
<td>
{{ g.created_at | date: 'dd MMM yyyy' }}
<div class="sub">{{ g.created_by }}</div>
</td>
<td>
<b>{{ g.grievance_no || 'Draft #' + g.id }}</b>
</td>
<td>
<b>{{ g.account_no }}</b>
<div class="sub">{{ g.client_name }} · Ack {{ g.acknowledgement_no }}</div>
</td>
<td>{{ requestLabel(g.customer_request) }}</td>
<td class="num">{{ g.amount_held | number: '1.2-2' }}</td>
<td>
<span class="i4c-badge">{{ stageLabel(g.stage) }}</span>
</td>
<td>
@if (g.compliance_due_at && g.stage !== 'CLOSED') {
<span class="deadline" [class.deadline--late]="g.compliance_overdue">
Carry out by {{ g.compliance_due_at | date: 'dd MMM, HH:mm' }}
</span>
} @else if (g.due_at) {
<span class="deadline" [class.deadline--late]="g.overdue">{{ g.due_at | date: 'dd MMM yyyy' }}</span>
} @else {
-
}
</td>
<td>
<span
class="i4c-badge"
[class.i4c-badge--green]="g.status === 'ALLOWED'"
[class.i4c-badge--red]="g.status === 'REJECTED' || g.status === 'COURT'"
[class.i4c-badge--amber]="g.status === 'OPEN'"
>{{ g.status }}</span
>
@if (g.decision) {
<div class="sub">{{ g.decision_level }}: {{ decisionLabel(g.decision) }}</div>
}
</td>
</tr>
} @empty {
<tr>
<td colspan="8" class="i4c-empty">No grievances match these filters.</td>
</tr>
}
</tbody>
</table>
</div>
<mat-paginator
class="i4c-paginator"
[length]="total"
[pageIndex]="pageIndex"
[pageSize]="pageSize"
[pageSizeOptions]="pageSizes"
(page)="onPage($event)"
showFirstLastButtons
aria-label="Grievance pages"
></mat-paginator>
</div>
@if (selected; as g) {
<div class="i4c-modal-backdrop" (click)="close()">
<div class="i4c-modal-window i4c-modal-window--wide" (click)="$event.stopPropagation()">
<div class="i4c-modal-header">
<div class="i4c-modal-header__title">
<fa-icon icon="balance-scale"></fa-icon>
<div>
<div class="modal-title-row">
<span>{{ g.grievance_no || 'Draft grievance #' + g.id }}</span>
<span class="i4c-badge">{{ stageLabel(g.stage) }}</span>
<span
class="i4c-badge"
[class.i4c-badge--green]="g.status === 'ALLOWED'"
[class.i4c-badge--red]="g.status === 'REJECTED' || g.status === 'COURT'"
>{{ g.status }}</span
>
@if (g.overdue || g.compliance_overdue) {
<span class="i4c-badge i4c-badge--red">PAST DEADLINE</span>
}
</div>
<div class="i4c-modal-header__sub">
Account <b>{{ g.account_no }}</b> ({{ g.client_name }}) · Ack {{ g.acknowledgement_no }} · Held ₹{{
g.amount_held | number: '1.2-2'
}}{{ g.debit_frozen ? ' · debits frozen' : '' }}
</div>
</div>
</div>
<div class="i4c-modal-header__actions">
<button class="modal-close-btn" (click)="close()" aria-label="Close">
<fa-icon icon="times"></fa-icon>
</button>
</div>
</div>
<div class="i4c-modal-tabs">
<button class="modal-tab" [class.modal-tab--active]="tab === 'workflow'" (click)="tab = 'workflow'">
<fa-icon icon="tasks"></fa-icon> Next step
</button>
<button class="modal-tab" [class.modal-tab--active]="tab === 'overview'" (click)="tab = 'overview'">
<fa-icon icon="info-circle"></fa-icon> Details &amp; EDD
</button>
<button class="modal-tab" [class.modal-tab--active]="tab === 'documents'" (click)="tab = 'documents'">
<fa-icon icon="paperclip"></fa-icon> Documents ({{ g.documents?.length || 0 }})
</button>
<button class="modal-tab" [class.modal-tab--active]="tab === 'history'" (click)="tab = 'history'">
<fa-icon icon="history"></fa-icon> History ({{ g.events?.length || 0 }})
</button>
</div>
<div class="i4c-modal-body">
<div class="flow">
@for (f of flow(g); track f.value; let last = $last) {
<span
class="flow__stage"
[class.flow__stage--done]="f.state === 'done'"
[class.flow__stage--now]="f.state === 'now'"
>{{ f.label }}</span
>
@if (!last) {
<span class="flow__arrow">›</span>
}
}
</div>
@if (tab === 'workflow') {
<div class="i4c-card">
<div class="i4c-card__body">
@if (g.stage === 'DRAFT') {
@if (!g.edd_done) {
<div class="step">
<div class="step__title">1. Enhanced due diligence (before raising on GRM)</div>
<div class="step__row">
<mat-checkbox [(ngModel)]="edd.kycVerified">KYC re-verified</mat-checkbox>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Risk</mat-label>
<mat-select [(ngModel)]="edd.risk">
<mat-option value="LOW">Low</mat-option>
<mat-option value="MEDIUM">Medium</mat-option>
<mat-option value="HIGH">High</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Bank's view</mat-label>
<mat-select [(ngModel)]="edd.recommendation">
<mat-option value="SUPPORT">Supports the request</mat-option>
<mat-option value="NOT_SUPPORT">Does not support it</mat-option>
</mat-select>
</mat-form-field>
</div>
<mat-form-field appearance="outline" class="step__wide">
<mat-label>Source of the disputed credit, as the customer explains it *</mat-label>
<textarea matInput rows="2" [(ngModel)]="edd.sourceOfFunds" maxlength="2000"></textarea>
</mat-form-field>
<mat-form-field appearance="outline" class="step__wide">
<mat-label>Customer's statement / notes</mat-label>
<textarea matInput rows="2" [(ngModel)]="edd.customerStatement" maxlength="2000"></textarea>
</mat-form-field>
<div class="i4c-actions">
<button mat-flat-button color="primary" (click)="saveEdd()" [disabled]="busy">
<fa-icon icon="user-shield"></fa-icon> Save due diligence
</button>
</div>
</div>
} @else {
<div class="step">
<div class="step__title">2. Raise it on GRM, then record the GR id</div>
<div class="sub">
GRM's entry form needs the KYC document, the customer's application, a photograph and the bank
statement. Attach them on the Documents tab (the statement can be downloaded from the hold).
</div>
@if (missingDocs(g).length) {
<div class="i4c-note">Still to attach: {{ missingDocs(g).join(', ') }}</div>
}
<div class="step__row">
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>GR id from GRM *</mat-label>
<input matInput [(ngModel)]="grievanceNo" maxlength="40" placeholder="GR003260316001" />
</mat-form-field>
<button
mat-flat-button
color="primary"
(click)="submit()"
[disabled]="busy || !grievanceNo.trim()"
>
<fa-icon icon="paper-plane"></fa-icon> Mark raised on GRM
</button>
</div>
</div>
}
}
@if (g.stage === 'NODAL_REVIEW') {
<div class="step">
<div class="step__title">Bank GRM nodal officer's decision</div>
<mat-form-field appearance="outline" class="step__wide">
<mat-label>Remarks (required to reject)</mat-label>
<input matInput [(ngModel)]="remarks" maxlength="2000" />
</mat-form-field>
<div class="i4c-actions">
<button mat-flat-button color="primary" (click)="nodal(true)" [disabled]="busy">
<fa-icon icon="check"></fa-icon> Approved on GRM (to IO)
</button>
<button
mat-stroked-button
color="warn"
(click)="nodal(false)"
[disabled]="busy || !remarks.trim()"
>
<fa-icon icon="times"></fa-icon> Rejected by nodal
</button>
</div>
</div>
}
@if (withOfficer && g.status === 'OPEN') {
<div class="step">
<div class="step__title">
Decision of the {{ level }}
@if (g.due_at) {
<span class="deadline" [class.deadline--late]="isLate(g.due_at)">
· due {{ g.due_at | date: 'dd MMM yyyy' }}</span
>
}
</div>
<div class="step__row">
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="step__wide">
<mat-label>Decision on GRM</mat-label>
<mat-select [(ngModel)]="decision.decision">
@for (d of decisions; track d.value) {
<mat-option [value]="d.value">{{ d.label }}</mat-option>
}
</mat-select>
</mat-form-field>
@if (decision.decision === 'PARTIAL_HOLD') {
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Amount to keep on hold (₹)</mat-label>
<input matInput type="number" min="0" [(ngModel)]="decision.keepAmount" />
</mat-form-field>
}
@if (decision.decision !== 'SEEK_INFO' && decision.decision !== 'REJECTED_CONTINUE') {
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Order no. *</mat-label>
<input matInput [(ngModel)]="decision.orderRef" maxlength="200" />
</mat-form-field>
}
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Order / decision date</mat-label>
<input matInput type="date" [(ngModel)]="decision.orderDate" />
</mat-form-field>
</div>
<mat-form-field appearance="outline" class="step__wide">
<mat-label
>Remarks{{ decision.decision === 'REJECTED_CONTINUE' ? ' (reason given) *' : '' }}</mat-label
>
<input matInput [(ngModel)]="decision.remarks" maxlength="2000" />
</mat-form-field>
@if (decision.decision !== 'SEEK_INFO' && decision.decision !== 'REJECTED_CONTINUE') {
<div class="sub">
Attach the signed and stamped order copy (GRM order or IO order) on the Documents tab first.
</div>
}
<div class="i4c-actions">
<button mat-flat-button color="primary" (click)="decide()" [disabled]="busy">
<fa-icon icon="gavel"></fa-icon> Record decision
</button>
</div>
</div>
<div class="step">
<div class="step__title">Something else happened on GRM</div>
<div class="step__row">
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Event</mat-label>
<mat-select [(ngModel)]="noteType">
@for (n of noteEvents; track n.value) {
<mat-option [value]="n.value">{{ n.label }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="step__wide">
<mat-label>Remarks</mat-label>
<input matInput [(ngModel)]="remarks" maxlength="2000" />
</mat-form-field>
</div>
<div class="i4c-actions">
<button mat-stroked-button (click)="note()" [disabled]="busy">
<fa-icon icon="plus"></fa-icon> Add to history
</button>
@if (g.stage === 'WITH_IO') {
<button mat-stroked-button (click)="investigation()" [disabled]="busy">
<fa-icon icon="search"></fa-icon> IO is investigating (+15 days)
</button>
}
</div>
</div>
}
@if (g.status === 'REJECTED' && g.stage !== 'CLOSED') {
<div class="step">
<div class="step__title">Rejected by the {{ g.decision_level }}: {{ g.decision_remarks }}</div>
<div class="sub">
If the customer is not satisfied, the branch raises a review: IO → District GRO → State GRO (15
days each); after the State GRO the customer may approach the jurisdictional court.
</div>
<mat-form-field appearance="outline" class="step__wide">
<mat-label>Remarks</mat-label>
<input matInput [(ngModel)]="remarks" maxlength="2000" />
</mat-form-field>
<div class="i4c-actions">
<button mat-flat-button color="primary" (click)="escalate()" [disabled]="busy">
<fa-icon icon="arrow-up"></fa-icon> {{ escalateLabel }}
</button>
</div>
</div>
}
@if (g.status === 'ALLOWED' && g.stage !== 'CLOSED') {
<div class="step">
<div class="step__title">
Order: {{ decisionLabel(g.decision) }}
@if (g.decision_keep_amount !== null) {
(keep ₹{{ g.decision_keep_amount | number: '1.2-2' }})
}
· {{ g.decision_order_ref }}
</div>
<div class="sub">
Carry it out on the account by
<span class="deadline" [class.deadline--late]="g.compliance_overdue">{{
g.compliance_due_at | date: 'dd MMM yyyy, HH:mm'
}}</span
>. The change goes to a second officer for approval; the grievance closes when it is approved.
</div>
@if (g.actionRequest?.length) {
<div class="sub">
Request #{{ g.actionRequest[0].id }} ({{ g.actionRequest[0].action }}) is
<b>{{ g.actionRequest[0].status }}</b>
{{ g.actionRequest[0].failure_message || g.actionRequest[0].rejection_reason || '' }}
</div>
}
@if (
!g.actionRequest?.length ||
g.actionRequest[0].status === 'REJECTED' ||
g.actionRequest[0].status === 'FAILED'
) {
<div class="i4c-actions">
<button mat-flat-button color="warn" (click)="raiseAction()" [disabled]="busy">
<fa-icon icon="hand-paper"></fa-icon> Raise the account change for approval
</button>
</div>
}
</div>
}
@if (g.stage === 'CLOSED') {
<div class="i4c-note">This grievance is closed ({{ g.status }}).</div>
} @else {
<div class="step">
<div class="i4c-actions">
<button mat-button color="warn" (click)="withdraw()" [disabled]="busy">
Customer withdrew the grievance
</button>
</div>
</div>
}
</div>
</div>
}
@if (tab === 'overview') {
<div class="grid-2">
<div class="i4c-card">
<div class="i4c-card__head"><fa-icon icon="user"></fa-icon> Customer's request</div>
<div class="i4c-card__body">
<dl class="i4c-kv">
<dt>Asks to</dt>
<dd>{{ requestLabel(g.customer_request) }}</dd>
<dt>Reason given</dt>
<dd class="wrap">{{ g.customer_reason || '-' }}</dd>
<dt>Opened</dt>
<dd>{{ g.created_at | date: 'dd MMM yyyy, HH:mm' }} by {{ g.created_by }}</dd>
<dt>Decision</dt>
<dd>
{{ g.decision ? g.decision_level + ': ' + decisionLabel(g.decision) : '-' }}
@if (g.decision_order_ref) {
<div class="sub">
Order {{ g.decision_order_ref }} {{ g.decision_date | date: 'dd MMM yyyy' }}
</div>
}
</dd>
</dl>
</div>
</div>
<div class="i4c-card">
<div class="i4c-card__head"><fa-icon icon="user-shield"></fa-icon> Enhanced due diligence</div>
<div class="i4c-card__body">
@if (g.edd_done) {
<dl class="i4c-kv">
<dt>KYC re-verified</dt>
<dd>{{ g.edd_kyc_verified ? 'Yes' : 'No' }}</dd>
<dt>Source of funds</dt>
<dd class="wrap">{{ g.edd_source_of_funds }}</dd>
<dt>Statement</dt>
<dd class="wrap">{{ g.edd_customer_statement || '-' }}</dd>
<dt>Risk / view</dt>
<dd>
{{ g.edd_risk }} ·
{{ g.edd_recommendation === 'SUPPORT' ? 'Bank supports' : 'Bank does not support' }}
</dd>
<dt>By</dt>
<dd>{{ g.edd_by }}, {{ g.edd_at | date: 'dd MMM yyyy, HH:mm' }}</dd>
</dl>
} @else {
<div class="i4c-note">Not done yet.</div>
}
</div>
</div>
</div>
}
@if (tab === 'documents') {
<div class="i4c-card">
<div class="i4c-card__body">
<mifosx-i4c-documents
ownerType="GRIEVANCE"
[ownerId]="g.id"
[required]="g.requiredDocuments || []"
[suggested]="['GRM_ORDER', 'IO_ORDER', 'EDD_REPORT']"
[documents]="g.documents"
[canUpload]="g.stage !== 'CLOSED'"
(changed)="open(g.id)"
></mifosx-i4c-documents>
</div>
</div>
}
@if (tab === 'history') {
<div class="i4c-card">
<div class="i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>When</th>
<th>Event</th>
<th>Stage</th>
<th>Remarks</th>
<th>By</th>
</tr>
</thead>
<tbody>
@for (e of g.events; track e.id) {
<tr>
<td>{{ e.created_at | date: 'dd MMM yyyy, HH:mm' }}</td>
<td>
<span class="i4c-badge">{{ e.event_type }}</span>
</td>
<td>{{ stageLabel(e.stage) }}</td>
<td class="wrap">{{ e.remarks || '-' }}</td>
<td>{{ e.actor }}</td>
</tr>
}
</tbody>
</table>
</div>
</div>
}
</div>
<div class="i4c-modal-footer">
<button class="footer-btn-close" (click)="close()">Close</button>
</div>
</div>
</div>
}
</div>
@@ -0,0 +1,13 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
@use '../i4c' as *;
@use '../i4c-cases' as *;
@include i4c-skin;
@include i4c-case-page;
@@ -0,0 +1,359 @@
/**
* 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, inject } from '@angular/core';
import { DatePipe, DecimalPipe } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { ActivatedRoute } from '@angular/router';
import { MatButtonModule } from '@angular/material/button';
import { MatCheckboxModule } from '@angular/material/checkbox';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatInputModule } from '@angular/material/input';
import { MatSelectModule } from '@angular/material/select';
import { MatProgressBarModule } from '@angular/material/progress-bar';
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
import { MatSnackBar } from '@angular/material/snack-bar';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { I4cService, i4cErrorMessage } from '../i4c.service';
import { ALL_DATES, I4cDateRange, I4cDateRangeComponent } from '../i4c-date-range/i4c-date-range.component';
import { I4cDocumentsComponent } from '../i4c-documents/i4c-documents.component';
export const GRM_STAGES: { value: string; label: string }[] = [
{ value: 'DRAFT', label: 'Draft (EDD)' },
{ value: 'NODAL_REVIEW', label: 'Bank nodal review' },
{ value: 'WITH_IO', label: 'With IO (7 days)' },
{ value: 'IO_INVESTIGATION', label: 'IO investigating (15 days)' },
{ value: 'WITH_DGRO', label: 'District GRO review (15 days)' },
{ value: 'WITH_SGRO', label: 'State GRO review (15 days)' },
{ value: 'CLOSED', label: 'Closed' }
];
export const GRM_DECISIONS: { value: string; label: string }[] = [
{ value: 'REMOVE_HOLD', label: 'Remove put on hold' },
{ value: 'UNFREEZE_HOLD_CONTINUES', label: 'Unfreeze the account, hold continues' },
{ value: 'UNFREEZE_AND_REMOVE_HOLD', label: 'Unfreeze and remove put on hold' },
{ value: 'PARTIAL_HOLD', label: 'Keep a smaller amount on hold' },
{ value: 'REJECTED_CONTINUE', label: 'Request rejected, hold / freeze continues' },
{ value: 'SEEK_INFO', label: 'Seek additional information' }
];
const REQUESTS: Record<string, string> = {
REMOVE_HOLD: 'Remove the hold',
UNFREEZE: 'Unfreeze the account',
RESTORE_DIGITAL_SERVICES: 'Restore digital services'
};
/**
* GRM grievances raised by the bank for account holders who contest an I4C hold: EDD, raising on GRM, the IO / DGRO /
* SGRO decision with its deadlines, escalation, and carrying an allowing order out on the account.
*/
@Component({
selector: 'mifosx-i4c-grievances',
templateUrl: './i4c-grievances.component.html',
styleUrls: ['./i4c-grievances.component.scss'],
imports: [
DatePipe,
DecimalPipe,
FormsModule,
MatButtonModule,
MatCheckboxModule,
MatFormFieldModule,
MatInputModule,
MatSelectModule,
MatProgressBarModule,
MatPaginatorModule,
FaIconComponent,
I4cDateRangeComponent,
I4cDocumentsComponent
]
})
export class I4cGrievancesComponent implements OnInit {
private i4c = inject(I4cService);
private route = inject(ActivatedRoute);
private snackBar = inject(MatSnackBar);
readonly stages = GRM_STAGES;
readonly decisions = GRM_DECISIONS;
readonly noteEvents = [
{ value: 'VC_REQUESTED', label: 'IO requested a VC' },
{ value: 'VC_DONE', label: 'VC held' },
{ value: 'VC_NOT_REQUIRED', label: 'VC not required' },
{ value: 'INFO_SOUGHT', label: 'Additional information sought' },
{ value: 'INFO_SENT', label: 'Information sent' },
{ value: 'NOTE', label: 'Note' }
];
readonly pageSizes = [
10,
20,
50,
100
];
stage = 'OPEN';
status = '';
overdueOnly = false;
search = '';
dates: I4cDateRange = { ...ALL_DATES };
rows: any[] = [];
total = 0;
pageIndex = 0;
pageSize = 20;
loading = false;
error = '';
selected: any = null;
busy = false;
tab: 'overview' | 'workflow' | 'documents' | 'history' = 'workflow';
edd = { kycVerified: true, sourceOfFunds: '', customerStatement: '', risk: 'LOW', recommendation: 'SUPPORT' };
grievanceNo = '';
remarks = '';
noteType = 'VC_REQUESTED';
decision = { decision: 'REMOVE_HOLD', keepAmount: null as number | null, orderRef: '', orderDate: '', remarks: '' };
ngOnInit(): void {
const open = Number(this.route.snapshot.queryParamMap.get('open'));
this.load();
if (open) {
this.open(open);
}
}
load(fromFirstPage = false): void {
if (fromFirstPage) {
this.pageIndex = 0;
}
this.loading = true;
this.error = '';
this.i4c
.grievances({
stage: this.stage,
status: this.status,
overdue: this.overdueOnly || null,
search: this.search.trim(),
fromDate: this.dates.fromDate,
toDate: this.dates.toDate,
offset: this.pageIndex * this.pageSize,
limit: this.pageSize
})
.subscribe({
next: (page) => {
this.rows = page.pageItems;
this.total = page.totalFilteredRecords;
this.loading = false;
},
error: (e) => {
this.error = i4cErrorMessage(e);
this.loading = false;
}
});
}
setStage(s: string): void {
this.stage = s;
this.load(true);
}
onPage(e: PageEvent): void {
this.pageIndex = e.pageIndex;
this.pageSize = e.pageSize;
this.load();
}
onDates(range: I4cDateRange): void {
this.dates = range;
this.load(true);
}
get hasFilters(): boolean {
return !!(this.status || this.overdueOnly || this.search || this.dates.preset !== 'ALL' || this.stage !== 'OPEN');
}
clearFilters(): void {
this.stage = 'OPEN';
this.status = '';
this.overdueOnly = false;
this.search = '';
this.dates = { ...ALL_DATES };
this.load(true);
}
open(id: number): void {
this.i4c.grievance(id).subscribe({
next: (g) => {
const same = this.selected?.id === g.id;
this.selected = g;
if (!same) {
this.tab = 'workflow';
this.remarks = '';
this.grievanceNo = g.grievance_no || '';
this.decision = { decision: 'REMOVE_HOLD', keepAmount: null, orderRef: '', orderDate: '', remarks: '' };
}
},
error: (e) => this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 })
});
}
close(): void {
this.selected = null;
}
stageLabel(s: string): string {
return GRM_STAGES.find((x) => x.value === s)?.label || s;
}
decisionLabel(d: string): string {
return GRM_DECISIONS.find((x) => x.value === d)?.label || d;
}
requestLabel(r: string): string {
return REQUESTS[r] || r;
}
/** The stages on the way, for the little progress line; escalation stages show only once reached. */
flow(g: any): { value: string; label: string; state: 'done' | 'now' | 'todo' }[] {
const path = [
'DRAFT',
'NODAL_REVIEW',
'WITH_IO',
'IO_INVESTIGATION',
'WITH_DGRO',
'WITH_SGRO',
'CLOSED'
];
const at = path.indexOf(g.stage);
const visible = path.filter((s, i) => i <= Math.max(at, 3) || s === 'CLOSED' || i <= at);
return visible.map((s) => ({
value: s,
label: (GRM_STAGES.find((x) => x.value === s)?.label || s).replace(/ \(.*\)/, ''),
state: path.indexOf(s) < at ? 'done' : s === g.stage ? 'now' : 'todo'
}));
}
get level(): string {
const s = this.selected?.stage;
return s === 'WITH_DGRO' ? 'DGRO' : s === 'WITH_SGRO' ? 'SGRO' : 'IO';
}
get withOfficer(): boolean {
return [
'WITH_IO',
'IO_INVESTIGATION',
'WITH_DGRO',
'WITH_SGRO'
].includes(this.selected?.stage);
}
isLate(ts: string | null): boolean {
return !!ts && new Date(ts).getTime() < Date.now();
}
step(step: string, body: Record<string, any>, done: string): void {
if (!this.selected) {
return;
}
this.busy = true;
this.i4c.grievanceStep(this.selected.id, step, body).subscribe({
next: (g) => {
this.busy = false;
this.selected = g;
this.remarks = '';
this.snackBar.open(done, 'OK', { duration: 4000 });
this.load();
},
error: (e) => {
this.busy = false;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 7000 });
}
});
}
saveEdd(): void {
this.step('edd', this.edd, 'Due diligence recorded.');
}
submit(): void {
this.step('submit', { grievanceNo: this.grievanceNo.trim() }, 'Grievance marked as raised on GRM.');
}
nodal(approve: boolean): void {
this.step(
'nodal',
{ approve, remarks: this.remarks },
approve ? 'Approved; now with the IO (7 days).' : 'Grievance rejected by the nodal officer.'
);
}
note(): void {
this.step('events', { eventType: this.noteType, remarks: this.remarks }, 'Noted.');
}
investigation(): void {
this.step('investigation', { remarks: this.remarks }, 'IO investigation recorded (15 days).');
}
decide(): void {
this.step(
'decision',
{
level: this.level,
decision: this.decision.decision,
keepAmount: this.decision.decision === 'PARTIAL_HOLD' ? this.decision.keepAmount : null,
orderRef: this.decision.orderRef,
orderDate: this.decision.orderDate || null,
remarks: this.decision.remarks
},
'Decision recorded.'
);
}
escalate(): void {
this.step('escalate', { remarks: this.remarks }, 'Escalated.');
}
withdraw(): void {
this.step('withdraw', { remarks: this.remarks }, 'Grievance withdrawn.');
}
raiseAction(): void {
if (!this.selected) {
return;
}
this.busy = true;
this.i4c.raiseGrievanceAction(this.selected.id).subscribe({
next: (r) => {
this.busy = false;
this.snackBar.open(
r.actionRequestId
? 'Request ' + r.actionRequestId + ' raised. Another officer approves it on the Approvals page.'
: 'Nothing to change on the account; grievance closed.',
'OK',
{ duration: 6000 }
);
this.open(this.selected.id);
this.load();
},
error: (e) => {
this.busy = false;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 7000 });
}
});
}
missingDocs(g: any): string[] {
return (g.requiredDocuments || []).filter((t: string) => !(g.documents || []).some((d: any) => d.doc_type === t));
}
get escalateLabel(): string {
const s = this.selected?.stage;
return s === 'WITH_SGRO'
? 'Close: customer may approach the court'
: s === 'WITH_DGRO'
? 'Escalate to State GRO'
: 'Escalate to District GRO';
}
}
@@ -0,0 +1,794 @@
<!--
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="i4c-page">
<!-- Modern Toolbar & Filter Chips -->
<div class="i4c-toolbar">
<div class="i4c-filter-chips">
@for (v of views; track v.value) {
<button class="filter-chip" [class.filter-chip--active]="view === v.value" (click)="setView(v.value)">
<span>{{ v.label }}</span>
</button>
}
</div>
<span class="i4c-toolbar__spacer"></span>
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="search-input">
<mat-label>Account / acknowledgement / customer</mat-label>
<input matInput [(ngModel)]="search" (keyup.enter)="load(true)" placeholder="Type & hit enter..." />
</mat-form-field>
<button mat-flat-button color="primary" class="search-btn" (click)="load(true)">
<fa-icon icon="search"></fa-icon> Search
</button>
<span class="count-tag">{{ total }} holds</span>
</div>
<div class="i4c-filter-bar">
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Account type</mat-label>
<mat-select [(ngModel)]="accountType" (selectionChange)="load(true)">
<mat-option value="">All accounts</mat-option>
<mat-option value="SAVINGS">Savings</mat-option>
<mat-option value="CURRENT">Current</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Customer intimation</mat-label>
<mat-select [(ngModel)]="intimationFilter" (selectionChange)="load(true)">
<mat-option value="">Any</mat-option>
<mat-option value="DONE">Customer told</mat-option>
<mat-option value="PENDING">Not yet told</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Layer</mat-label>
<mat-select [(ngModel)]="layer" (selectionChange)="load(true)">
<mat-option value="">All layers</mat-option>
<mat-option value="0">Layer 0</mat-option>
<mat-option value="1">Layer 1+</mat-option>
</mat-select>
</mat-form-field>
<mat-checkbox [(ngModel)]="frozenOnly" (change)="load(true)">Debits frozen only</mat-checkbox>
<mifosx-i4c-date-range label="Held on" [range]="dates" (rangeChange)="onDates($event)"></mifosx-i4c-date-range>
<button mat-stroked-button class="i4c-filter-bar__clear" (click)="clearFilters()" [disabled]="!hasFilters">
<fa-icon icon="times"></fa-icon> Clear filters
</button>
</div>
@if (loading || busy) {
<mat-progress-bar mode="indeterminate"></mat-progress-bar>
}
@if (error) {
<div class="i4c-error">
<fa-icon icon="exclamation-circle"></fa-icon>
<span>{{ error }}</span>
</div>
}
<!-- Holds Register Table -->
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="lock"></fa-icon>
<span>I4C Account Holds Register</span>
<span class="head-hint">Only disputed amounts are restricted; remaining balance stays usable by customer.</span>
</div>
<div class="i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>Customer Account</th>
<th>Account Holder / Branch</th>
<th>Ack No.</th>
<th class="num">Layer</th>
<th class="num">Disputed (₹)</th>
<th class="num">Held (₹)</th>
<th class="num">Short (₹)</th>
<th>Hold Status</th>
<th>Customer Intimation</th>
<th>90-Day Review</th>
</tr>
</thead>
<tbody>
@for (h of rows; track h.id) {
<tr class="clickable" (click)="select(h.id)">
<td>
<div class="acc-cell">
<b>{{ h.account_no }}</b>
<span class="type-tag">{{ h.account_type }}</span>
</div>
</td>
<td>
<div class="client-name">{{ h.client_name || 'N/A' }}</div>
<div class="sub">{{ h.office_name }}</div>
</td>
<td>
<div class="ack-cell">
<span class="ack-no">{{ h.acknowledgement_no }}</span>
<button
class="copy-chip"
(click)="copyText(h.acknowledgement_no, 'ack-' + h.id, $event)"
title="Copy Ack No."
>
<fa-icon icon="copy"></fa-icon>
</button>
</div>
</td>
<td class="num font-semibold">{{ h.layer }}</td>
<td class="num">₹{{ h.disputed_amount | number: '1.2-2' }}</td>
<td class="num font-bold text-accent">₹{{ h.amount_held | number: '1.2-2' }}</td>
<td class="num">
@if (h.shortfall > 0) {
<span class="short-pill">₹{{ h.shortfall | number: '1.2-2' }}</span>
} @else {
<span class="text-muted">-</span>
}
</td>
<td>
<span class="i4c-badge" [class]="statusClass(h)">{{ h.status }}</span>
@if (h.debit_frozen) {
<span class="i4c-badge i4c-badge--red">DEBIT FROZEN</span>
}
@if (h.pending_actions) {
<span class="i4c-badge i4c-badge--purple">APPROVAL PENDING</span>
}
</td>
<td>
@if (h.customer_intimated_at) {
<span class="intimation-ok">
<fa-icon icon="check-circle"></fa-icon>
<span>{{ h.customer_intimated_at | date: 'dd MMM' }} ({{ h.intimation_mode }})</span>
</span>
} @else if (isOverdue(h)) {
<span class="i4c-badge i4c-badge--red">OVERDUE</span>
} @else if (h.amount_held > 0 && h.status === 'ACTIVE') {
<span class="i4c-badge i4c-badge--amber">INTIMATION DUE</span>
} @else {
<span class="text-muted">-</span>
}
</td>
<td>
<span [class.due-alert]="isReviewDue(h)" class="review-date">
@if (isReviewDue(h)) {
<fa-icon icon="exclamation-circle"></fa-icon>
}
{{ h.review_due_on }}
</span>
</td>
</tr>
} @empty {
<tr>
<td colspan="10" class="i4c-empty">
<div class="empty-icon"><fa-icon icon="lock"></fa-icon></div>
<div>No holds found in this view.</div>
</td>
</tr>
}
</tbody>
</table>
</div>
<mat-paginator
class="i4c-paginator"
[length]="total"
[pageIndex]="pageIndex"
[pageSize]="pageSize"
[pageSizeOptions]="pageSizes"
(page)="onPage($event)"
showFirstLastButtons
aria-label="Holds pages"
></mat-paginator>
</div>
<!-- ========================================================
MODERN POPUP WINDOW: HOLD DETAILS & MAKER ACTIONS MODAL
======================================================== -->
@if (selected; as h) {
<div class="i4c-modal-backdrop" (click)="close()">
<div class="i4c-modal-window i4c-modal-window--wide" (click)="$event.stopPropagation()">
<!-- Modal Header -->
<div class="i4c-modal-header">
<div class="i4c-modal-header__title">
<fa-icon icon="lock"></fa-icon>
<div>
<div class="modal-title-row">
<span>Hold #{{ h.id }} on Account {{ h.account_no }}</span>
<span class="i4c-badge" [class]="statusClass(h)">{{ h.status }}</span>
@if (h.debit_frozen) {
<span class="i4c-badge i4c-badge--red">DEBIT FROZEN</span>
}
@if (hasPendingAction) {
<span class="i4c-badge i4c-badge--purple">APPROVAL PENDING</span>
}
</div>
<div class="i4c-modal-header__sub">
Customer: <b>{{ h.client_name || 'N/A' }}</b> ({{ h.office_name }}) • Ack: {{ h.acknowledgement_no }}
</div>
</div>
</div>
<div class="i4c-modal-header__actions">
<button class="modal-close-btn" (click)="close()" aria-label="Close">
<fa-icon icon="times"></fa-icon>
</button>
</div>
</div>
<!-- Navigation Tabs inside the Modal -->
<div class="i4c-modal-tabs">
<button class="modal-tab" [class.modal-tab--active]="modalTab === 'overview'" (click)="modalTab = 'overview'">
<fa-icon icon="info-circle"></fa-icon> Overview &amp; Compliance
</button>
<button class="modal-tab" [class.modal-tab--active]="modalTab === 'txns'" (click)="modalTab = 'txns'">
<fa-icon icon="table"></fa-icon> Hold Transactions ({{ h.transactions?.length || 0 }})
</button>
@if ((h.status === 'ACTIVE' && h.amount_held > 0) || h.intimationLog?.length) {
<button
class="modal-tab"
[class.modal-tab--active]="modalTab === 'intimation'"
(click)="modalTab = 'intimation'"
>
<fa-icon icon="bell"></fa-icon> Customer Intimation
@if (!h.customer_intimated_at && h.status === 'ACTIVE' && h.amount_held > 0) {
<span class="i4c-badge i4c-badge--amber">Pending</span>
}
</button>
}
@if (allowedActions.length > 0) {
<button class="modal-tab" [class.modal-tab--active]="modalTab === 'action'" (click)="modalTab = 'action'">
<fa-icon icon="hand-paper"></fa-icon> Request Action (Maker)
</button>
}
<button class="modal-tab" [class.modal-tab--active]="modalTab === 'cases'" (click)="modalTab = 'cases'">
<fa-icon icon="balance-scale"></fa-icon> GRM / MRM &amp; Documents
@if (openGrievance || openRestoration) {
<span class="i4c-badge i4c-badge--amber">Open</span>
}
</button>
@if (h.actions?.length) {
<button class="modal-tab" [class.modal-tab--active]="modalTab === 'history'" (click)="modalTab = 'history'">
<fa-icon icon="history"></fa-icon> Request Audit ({{ h.actions.length }})
</button>
}
</div>
<!-- Modal Body -->
<div class="i4c-modal-body">
<!-- TAB 1: OVERVIEW -->
@if (modalTab === 'overview') {
<div class="i4c-grid-2">
<div class="i4c-card">
<div class="i4c-card__head"><fa-icon icon="shield-alt"></fa-icon> Hold Balances &amp; Account</div>
<div class="i4c-card__body">
<dl class="i4c-kv">
<dt>Customer Name</dt>
<dd>{{ h.client_name || '-' }} ({{ h.office_name }})</dd>
<dt>Account Number</dt>
<dd>
<b>{{ h.account_no }}</b> ({{ h.account_type }})
</dd>
<dt>I4C Complaint Ack</dt>
<dd>
<a [routerLink]="['../requests', h.request_id]" (click)="close()">{{ h.acknowledgement_no }}</a>
(Layer {{ h.layer }})
</dd>
<dt>Disputed Amount</dt>
<dd>₹{{ h.disputed_amount | number: '1.2-2' }}</dd>
<dt>Amount Held</dt>
<dd>
<b class="amount-held-text">₹{{ h.amount_held | number: '1.2-2' }}</b>
</dd>
<dt>Shortfall</dt>
<dd>
@if (h.shortfall > 0) {
<span class="err-text">₹{{ h.shortfall | number: '1.2-2' }} (Prospective hold)</span>
} @else {
<span>Fully covered (₹0.00)</span>
}
</dd>
</dl>
</div>
</div>
<div class="i4c-card">
<div class="i4c-card__head"><fa-icon icon="calendar-check"></fa-icon> Compliance &amp; Directions</div>
<div class="i4c-card__body">
<dl class="i4c-kv">
<dt>Hold Placed On</dt>
<dd>{{ h.held_at | date: 'dd MMM yyyy, HH:mm:ss' }} (System automated)</dd>
<dt>90-Day Review Due</dt>
<dd>
<span [class.due-alert]="isReviewDue(h)">{{ h.review_due_on }}</span>
</dd>
<dt>Debit Freeze Status</dt>
<dd>
@if (h.debit_frozen) {
<span class="i4c-badge i4c-badge--red">FROZEN</span>
} @else {
<span>Active (Debit Not Frozen)</span>
}
</dd>
<dt>Customer Intimation</dt>
<dd>
@if (h.customer_intimated_at) {
<span class="intimation-ok">
{{ h.customer_intimated_at | date: 'dd MMM yyyy, HH:mm' }} by {{ h.intimated_by }} ({{
h.intimation_mode
}}{{ h.intimation_reference ? ', ' + h.intimation_reference : '' }})
</span>
} @else {
<span class="err-text">
Not told yet{{
h.intimation_due_by ? ' - due by ' + (h.intimation_due_by | date: 'dd MMM yyyy, HH:mm') : ''
}}
</span>
}
</dd>
@if (h.status === 'RELEASED') {
<dt>Released On</dt>
<dd>
{{ h.released_at | date: 'dd MMM yyyy, HH:mm' }} -
{{ reasonLabel(h.release_reason_type || '') }}
{{ h.release_reference }}
</dd>
}
</dl>
</div>
</div>
</div>
}
<!-- TAB 2: TRANSACTIONS -->
@if (modalTab === 'txns') {
<div class="i4c-card">
<div class="i4c-card__head"><fa-icon icon="table"></fa-icon> Account Hold Transactions</div>
<div class="i4c-card__body i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>Account Txn ID</th>
<th class="num">Held Amount (₹)</th>
<th>Placed Timestamp</th>
<th>Released Timestamp</th>
</tr>
</thead>
<tbody>
@for (t of h.transactions; track t.id) {
<tr>
<td>
<b>{{ t.account_txn_id }}</b>
</td>
<td class="num">₹{{ t.amount | number: '1.2-2' }}</td>
<td>{{ t.placed_at | date: 'dd MMM yyyy, HH:mm' }}</td>
<td>{{ t.released_at ? (t.released_at | date: 'dd MMM yyyy, HH:mm') : '-' }}</td>
</tr>
} @empty {
<tr>
<td colspan="4" class="i4c-empty">
No money held yet (prospective hold waiting for funds deposit).
</td>
</tr>
}
</tbody>
</table>
</div>
</div>
}
<!-- TAB 3: CUSTOMER INTIMATION (automatic channels, manual record, history) -->
@if (modalTab === 'intimation') {
@if (h.customer_intimated_at) {
<div class="intim-status intim-status--done">
<fa-icon icon="check"></fa-icon>
<div>
<b>Customer told</b> on {{ h.customer_intimated_at | date: 'dd MMM yyyy, HH:mm' }} by
{{ channelLabel(h.intimation_mode || '')
}}{{ h.intimation_reference ? ' - ' + h.intimation_reference : '' }} ({{ h.intimated_by }})
</div>
</div>
} @else if (h.automaticChannels?.length) {
<div class="intim-status intim-status--auto">
<fa-icon icon="paper-plane"></fa-icon>
<div>
<b>Automatic intimation is on</b> ({{ autoChannelsText(h) }}).
@if (h.intimationLog?.length) {
The last automatic attempt did not reach the customer; the system retries up to 3 times. You can
send again now, or call the customer and record it below.
} @else {
The notice is sent as soon as the hold is placed. If it has not gone yet, send it now.
}
</div>
<button mat-flat-button color="primary" (click)="sendIntimationNow()" [disabled]="busy">
<fa-icon icon="paper-plane"></fa-icon> Send now
</button>
</div>
} @else {
<div class="intim-status intim-status--manual">
<fa-icon icon="phone"></fa-icon>
<div>
<b>No automatic channel is configured.</b> Call the customer (or send a letter / meet in person), then
record it below. Channels are switched on under Intimation Settings.
</div>
</div>
}
@if (!h.customer_intimated_at && h.status === 'ACTIVE' && h.amount_held > 0) {
<div class="i4c-card">
<div class="i4c-card__head"><fa-icon icon="bell"></fa-icon> Record Customer Intimation (manual)</div>
<div class="i4c-card__body">
<div class="i4c-note">
RBI draft directions mandate that the account holder be notified of an account hold by the end of
the next day, including reason, restoration options, and Grievance Officer contacts.
</div>
<div class="i4c-form">
<mat-form-field appearance="outline">
<mat-label>How the customer was told</mat-label>
<mat-select [(ngModel)]="intimation.mode">
@for (m of intimationModes; track m) {
<mat-option [value]="m">{{ channelLabel(m) }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Reference (call note, letter no.)</mat-label>
<input
matInput
[(ngModel)]="intimation.reference"
maxlength="200"
placeholder="e.g. Called 98xxxx1234, customer informed"
/>
</mat-form-field>
</div>
<button mat-flat-button color="primary" (click)="submitIntimation()" [disabled]="busy">
<fa-icon icon="bell"></fa-icon> Record Customer Intimation
</button>
</div>
</div>
}
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="history"></fa-icon> Intimation History ({{ h.intimationLog?.length || 0 }})
</div>
<div class="i4c-card__body">
<table class="i4c-table">
<thead>
<tr>
<th>When</th>
<th>Channel</th>
<th>Type</th>
<th>Status</th>
<th>Sent to</th>
<th>Reference / Reason</th>
<th>By</th>
</tr>
</thead>
<tbody>
@for (l of h.intimationLog || []; track l.id) {
<tr>
<td>{{ l.created_at | date: 'dd MMM yyyy, HH:mm' }}</td>
<td>{{ channelLabel(l.channel) }}</td>
<td>
{{ l.mode === 'AUTO' ? 'Automatic' : l.mode === 'RESEND' ? 'Sent by officer' : 'Recorded' }}
</td>
<td>
<span
class="i4c-badge"
[class.i4c-badge--green]="
l.status === 'SENT' || l.status === 'DELIVERED' || l.status === 'RECORDED'
"
[class.i4c-badge--red]="l.status === 'FAILED'"
[class.i4c-badge--amber]="l.status === 'SKIPPED_NO_DESTINATION'"
>{{ l.status }}</span
>
</td>
<td>{{ l.destination_masked || '-' }}</td>
<td class="wrap">{{ l.failure_reason || l.provider_reference || '-' }}</td>
<td>{{ l.actor || '-' }}</td>
</tr>
} @empty {
<tr>
<td colspan="7" class="i4c-empty">No notice sent or recorded yet.</td>
</tr>
}
</tbody>
</table>
</div>
</div>
}
<!-- TAB 4: MAKER CHANGE REQUEST FORM -->
@if (modalTab === 'action') {
<div class="i4c-card">
<div class="i4c-card__head"><fa-icon icon="hand-paper"></fa-icon> Raise Request on Hold (Maker)</div>
<div class="i4c-card__body">
@if (hasPendingAction) {
<div class="i4c-note">
A request on this hold is already waiting for checker approval on the Approvals page.
</div>
} @else {
<div class="i4c-form">
<mat-form-field appearance="outline">
<mat-label>Requested Action</mat-label>
<mat-select [(ngModel)]="action.action">
@for (a of allowedActions; track a.value) {
<mat-option [value]="a.value">{{ a.label }}</mat-option>
}
</mat-select>
</mat-form-field>
@if (action.action === 'RELEASE') {
<mat-form-field appearance="outline">
<mat-label>Amount to release (₹, empty = all)</mat-label>
<input matInput type="number" min="0" [max]="h.amount_held" [(ngModel)]="action.amount" />
@if (remainingAfterRelease !== null) {
<mat-hint
>₹{{ remainingAfterRelease | number: '1.2-2' }} stays on hold (order names the amount to
keep)</mat-hint
>
}
</mat-form-field>
}
<mat-form-field appearance="outline">
<mat-label>Reason</mat-label>
<mat-select [(ngModel)]="action.reasonType">
@for (r of reasonTypes; track r.value) {
<mat-option [value]="r.value">{{ r.label }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Order / Reference No.{{ orderRequired ? ' *' : '' }}</mat-label>
<input
matInput
[(ngModel)]="action.orderReference"
maxlength="200"
placeholder="IO / Court reference..."
/>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Order Date</mat-label>
<input matInput type="date" [(ngModel)]="action.orderDate" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Issuing Authority (IO, Court, DGRO...)</mat-label>
<input
matInput
[(ngModel)]="action.authority"
maxlength="200"
placeholder="e.g. Cyber Cell IO..."
/>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Maker Remarks</mat-label>
<input
matInput
[(ngModel)]="action.remarks"
maxlength="1000"
placeholder="Notes for checker..."
/>
</mat-form-field>
</div>
<button mat-flat-button color="warn" (click)="submitAction()" [disabled]="busy">
<fa-icon icon="hand-paper"></fa-icon> Submit for Checker Approval
</button>
}
</div>
</div>
}
<!-- TAB: GRM grievance, MRM restoration, statement and documents of this hold -->
@if (modalTab === 'cases') {
<div class="cases-grid">
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="balance-scale"></fa-icon> GRM grievance (customer contests the hold)
</div>
<div class="i4c-card__body">
@for (g of h.grievances || []; track g.id) {
<div
class="case-row"
(click)="goTo('grievances', g.id)"
(keyup.enter)="goTo('grievances', g.id)"
tabindex="0"
>
<b>{{ g.grievance_no || 'Draft #' + g.id }}</b>
<span class="i4c-badge">{{ g.stage }}</span>
<span
class="i4c-badge"
[class.i4c-badge--green]="g.status === 'ALLOWED'"
[class.i4c-badge--red]="g.status === 'REJECTED'"
>{{ g.status }}</span
>
<span class="sub">{{ g.created_at | date: 'dd MMM yyyy' }}</span>
</div>
}
@if (h.status === 'ACTIVE' && !openGrievance) {
<div class="i4c-form">
<mat-form-field appearance="outline">
<mat-label>Customer asks to</mat-label>
<mat-select [(ngModel)]="grievanceForm.customerRequest">
<mat-option value="REMOVE_HOLD">Remove the hold</mat-option>
<mat-option value="UNFREEZE">Unfreeze the account</mat-option>
<mat-option value="RESTORE_DIGITAL_SERVICES">Restore digital services</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Customer's reason</mat-label>
<input matInput [(ngModel)]="grievanceForm.customerReason" maxlength="2000" />
</mat-form-field>
</div>
<button mat-flat-button color="primary" (click)="raiseGrievance()" [disabled]="busy">
<fa-icon icon="plus"></fa-icon> Open grievance (EDD next)
</button>
} @else if (!h.grievances?.length) {
<div class="sub">No grievance on this hold.</div>
}
</div>
</div>
<div class="i4c-card">
<div class="i4c-card__head"><fa-icon icon="hand-holding-usd"></fa-icon> MRM money restoration</div>
<div class="i4c-card__body">
@for (r of h.restorations || []; track r.id) {
<div
class="case-row"
(click)="goTo('restorations', r.id)"
(keyup.enter)="goTo('restorations', r.id)"
tabindex="0"
>
<b>{{ r.mrm_request_no || 'Restoration #' + r.id }}</b>
<span class="i4c-badge">{{ r.status }}</span>
<span class="sub"
>{{ r.basis }}
{{ r.restorable_amount ? '₹' + (r.restorable_amount | number: '1.2-2') : '' }}</span
>
</div>
}
@if (h.status === 'ACTIVE' && !openRestoration) {
<div class="i4c-form">
<mat-form-field appearance="outline">
<mat-label>Restoration</mat-label>
<mat-select [(ngModel)]="assessForm.basis">
@for (b of mrmBases; track b.value) {
<mat-option [value]="b.value">{{ b.label }}</mat-option>
}
</mat-select>
</mat-form-field>
@if (assessForm.basis === 'ATTRIBUTION' || assessForm.basis === 'PRO_RATA') {
<mat-form-field appearance="outline">
<mat-label>Restorable amount (₹, at most {{ h.amount_held | number: '1.2-2' }})</mat-label>
<input matInput type="number" min="0" [(ngModel)]="assessForm.restorableAmount" />
</mat-form-field>
}
<mat-form-field appearance="outline">
<mat-label>Remarks</mat-label>
<input matInput [(ngModel)]="assessForm.remarks" maxlength="1000" />
</mat-form-field>
</div>
<button mat-flat-button color="primary" (click)="assessForMrm()" [disabled]="busy">
<fa-icon icon="check"></fa-icon> Assess for MRM
</button>
} @else if (!h.restorations?.length) {
<div class="sub">No restoration on this hold.</div>
}
</div>
</div>
</div>
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="file-csv"></fa-icon> Bank statement (GRM / MRM ask for it)
</div>
<div class="i4c-card__body">
<div class="i4c-form">
<mat-form-field appearance="outline">
<mat-label>From (default 90 days back)</mat-label>
<input matInput type="date" [(ngModel)]="statement.fromDate" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>To (default today)</mat-label>
<input matInput type="date" [(ngModel)]="statement.toDate" />
</mat-form-field>
</div>
<button mat-stroked-button (click)="downloadStatement()">
<fa-icon icon="download"></fa-icon> Download statement (CSV)
</button>
</div>
</div>
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="paperclip"></fa-icon> Documents on this hold (IO / court orders...)
</div>
<div class="i4c-card__body">
<mifosx-i4c-documents
ownerType="HOLD"
[ownerId]="h.id"
[suggested]="['IO_ORDER', 'COURT_ORDER', 'OTHER']"
[documents]="h.documents || null"
(changed)="select(h.id)"
></mifosx-i4c-documents>
</div>
</div>
}
<!-- TAB 5: REQUEST AUDIT HISTORY -->
@if (modalTab === 'history') {
<div class="i4c-card">
<div class="i4c-card__head"><fa-icon icon="history"></fa-icon> Requests Audit History on this Hold</div>
<div class="i4c-card__body i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>Action</th>
<th>Reason / Order</th>
<th>Status</th>
<th>Maker Details</th>
<th>Checker Details</th>
</tr>
</thead>
<tbody>
@for (a of h.actions; track a.id) {
<tr>
<td>
<b>{{ a.action }}</b>
</td>
<td>
{{ reasonLabel(a.reason_type) }}
<div class="sub">{{ a.order_reference }} {{ a.authority ? '- ' + a.authority : '' }}</div>
</td>
<td>
<span class="i4c-badge">{{ a.status }}</span>
@if (a.rejection_reason || a.failure_message) {
<div class="sub err-text">{{ a.rejection_reason || a.failure_message }}</div>
}
</td>
<td>
{{ a.maker_name }}
<div class="sub">{{ a.maker_at | date: 'dd MMM, HH:mm' }}</div>
</td>
<td>
{{ a.checker_name || '-' }}
@if (a.checker_at) {
<div class="sub">{{ a.checker_at | date: 'dd MMM, HH:mm' }}</div>
}
</td>
</tr>
}
</tbody>
</table>
</div>
</div>
}
</div>
<!-- Modal Footer -->
<div class="i4c-modal-footer">
<button class="footer-btn-close" (click)="close()">Close</button>
</div>
</div>
</div>
}
</div>
@@ -0,0 +1,236 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
@use '../i4c' as *;
@include i4c-skin;
.search-input {
width: 240px;
}
.search-btn {
height: 38px;
border-radius: 8px;
font-weight: 600;
font-size: 11.5px;
}
.count-tag {
font-size: 11px;
font-weight: 700;
color: #64748b;
background: #f1f5f9;
padding: 2px 7px;
border-radius: 9999px;
border: 1px solid #e2e8f0;
}
.head-hint {
margin-left: auto;
font-size: 11px;
color: #94a3b8;
font-weight: normal;
}
.acc-cell {
display: flex;
align-items: center;
gap: 6px;
b {
color: #0f172a;
font-size: 12px;
}
}
.type-tag {
padding: 1px 6px;
border-radius: 4px;
background: #f1f5f9;
font-size: 10px;
font-weight: 700;
color: #64748b;
}
.client-name {
font-weight: 600;
color: #1e293b;
}
.ack-cell {
display: flex;
align-items: center;
gap: 6px;
.ack-no {
font-weight: 600;
color: #334155;
font-size: 12px;
}
}
.short-pill {
display: inline-block;
padding: 2px 6px;
border-radius: 6px;
background: #fef2f2;
color: #dc2626;
font-weight: 700;
font-size: 11px;
}
.intimation-ok {
display: inline-flex;
align-items: center;
gap: 5px;
color: #059669;
font-weight: 600;
font-size: 12px;
fa-icon {
font-size: 13px;
}
}
.review-date {
font-size: 12px;
color: #475569;
font-weight: 500;
}
.due-alert {
color: #d97706;
font-weight: 700;
display: inline-flex;
align-items: center;
gap: 4px;
}
.modal-title-row {
display: flex;
align-items: center;
gap: 10px;
flex-wrap: wrap;
}
.sub {
font-size: 11px;
color: #64748b;
margin-top: 2px;
}
.err-text {
color: #dc2626;
font-size: 12px;
}
.text-accent {
color: #2563eb;
}
.amount-held-text {
color: #0f172a;
font-size: 13.5px;
}
.text-muted {
color: #94a3b8;
}
.footer-btn-close {
padding: 6px 14px;
border-radius: 8px;
background: #e2e8f0;
color: #334155;
border: none;
font-size: 11.5px;
font-weight: 600;
cursor: pointer;
transition: all 0.2s;
&:hover {
background: #cbd5e1;
color: #0f172a;
}
}
.intim-status {
display: flex;
gap: 12px;
align-items: center;
padding: 12px 16px;
border-radius: 10px;
margin-bottom: 12px;
font-size: 13px;
line-height: 1.5;
border: 1px solid;
> div {
flex: 1 1 auto;
}
&--done {
border-color: #bbf7d0;
background: #f0fdf4;
color: #166534;
}
&--auto {
border-color: #bfdbfe;
background: #eff6ff;
color: #1e3a8a;
}
&--manual {
border-color: #fde68a;
background: #fffbeb;
color: #92400e;
}
}
.wrap {
white-space: normal;
overflow-wrap: anywhere;
max-width: 320px;
}
.cases-grid {
display: grid;
grid-template-columns: repeat(2, minmax(0, 1fr));
gap: 14px;
}
@media (width <= 900px) {
.cases-grid {
grid-template-columns: minmax(0, 1fr);
}
}
.case-row {
display: flex;
flex-wrap: wrap;
align-items: center;
gap: 8px;
padding: 8px 10px;
margin-bottom: 8px;
border: 1px solid #e2e8f0;
border-radius: 8px;
cursor: pointer;
&:hover,
&:focus-visible {
border-color: #2563eb;
outline: none;
}
.sub {
font-size: 11px;
color: #64748b;
}
}
@@ -0,0 +1,455 @@
/**
* 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, inject } from '@angular/core';
import { DatePipe, DecimalPipe } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { ActivatedRoute, Router, RouterLink } from '@angular/router';
import { MatButtonModule } from '@angular/material/button';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatInputModule } from '@angular/material/input';
import { MatSelectModule } from '@angular/material/select';
import { MatCheckboxModule } from '@angular/material/checkbox';
import { MatProgressBarModule } from '@angular/material/progress-bar';
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
import { MatSnackBar } from '@angular/material/snack-bar';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { HOLD_REASON_TYPES, HoldActionRequest, I4cHold, I4cService, i4cErrorMessage, saveBlob } from '../i4c.service';
import { I4cDocumentsComponent } from '../i4c-documents/i4c-documents.component';
import { MRM_BASES } from '../i4c-restorations/i4c-restorations.component';
import { ALL_DATES, I4cDateRange, I4cDateRangeComponent } from '../i4c-date-range/i4c-date-range.component';
/**
* The register of every hold placed for I4C. Placing is automatic; from here an officer asks for a release or a
* debit freeze/unfreeze (approved by someone else on the Approvals page), and records that the customer was told
* about the hold.
*/
@Component({
selector: 'mifosx-i4c-holds',
templateUrl: './i4c-holds.component.html',
styleUrls: ['./i4c-holds.component.scss'],
imports: [
DatePipe,
DecimalPipe,
FormsModule,
RouterLink,
MatButtonModule,
MatFormFieldModule,
MatInputModule,
MatSelectModule,
MatCheckboxModule,
MatProgressBarModule,
MatPaginatorModule,
I4cDateRangeComponent,
I4cDocumentsComponent,
FaIconComponent
]
})
export class I4cHoldsComponent implements OnInit {
private i4c = inject(I4cService);
private route = inject(ActivatedRoute);
private router = inject(Router);
private snackBar = inject(MatSnackBar);
readonly views = [
{ value: 'ACTIVE', label: 'Active' },
{ value: 'PROSPECTIVE', label: 'Prospective (still short)' },
{ value: 'INTIMATION_DUE', label: 'Customer not yet told' },
{ value: 'REVIEW_DUE', label: '90-day review due' },
{ value: 'NOT_HOLDABLE', label: 'Not holdable' },
{ value: 'RELEASED', label: 'Released' },
{ value: '', label: 'All' }
];
readonly reasonTypes = HOLD_REASON_TYPES;
/** Ways an officer can tell the customer and record it by hand; phone call comes first. */
readonly intimationModes = [
'PHONE',
'LETTER',
'IN_PERSON',
'SMS',
'EMAIL'
];
view = 'ACTIVE';
search = '';
accountType = '';
intimationFilter = '';
layer = '';
frozenOnly = false;
dates: I4cDateRange = { ...ALL_DATES };
total = 0;
pageIndex = 0;
pageSize = 20;
readonly pageSizes = [
10,
20,
50,
100
];
rows: I4cHold[] = [];
selected: I4cHold | null = null;
loading = false;
busy = false;
error = '';
modalTab: 'overview' | 'txns' | 'intimation' | 'action' | 'cases' | 'history' = 'overview';
readonly mrmBases = MRM_BASES;
grievanceForm = { customerRequest: 'REMOVE_HOLD', customerReason: '' };
assessForm = { basis: 'ATTRIBUTION', restorableAmount: null as number | null, remarks: '' };
statement = { fromDate: '', toDate: '' };
copiedKey = '';
action: HoldActionRequest = this.emptyAction();
intimation = { mode: 'PHONE', reference: '' };
ngOnInit(): void {
const view = this.route.snapshot.queryParamMap.get('view');
if (view !== null) {
this.view = view;
}
this.load();
}
setView(v: string): void {
this.view = v;
this.load(true);
}
onPage(e: PageEvent): void {
this.pageIndex = e.pageIndex;
this.pageSize = e.pageSize;
this.load();
}
onDates(range: I4cDateRange): void {
this.dates = range;
this.load(true);
}
get hasFilters(): boolean {
return !!(
this.search ||
this.accountType ||
this.intimationFilter ||
this.layer ||
this.frozenOnly ||
this.dates.preset !== 'ALL'
);
}
/** Clears the extra filters; the view chip (Active, Released, ...) stays as chosen. */
clearFilters(): void {
this.search = '';
this.accountType = '';
this.intimationFilter = '';
this.layer = '';
this.frozenOnly = false;
this.dates = { ...ALL_DATES };
this.load(true);
}
/** Reload the current page; a changed filter passes `fromFirstPage` so the officer lands on page one. */
load(fromFirstPage = false): void {
if (fromFirstPage) {
this.pageIndex = 0;
}
this.loading = true;
this.error = '';
this.i4c
.holds({
view: this.view,
search: this.search.trim(),
accountType: this.accountType,
intimation: this.intimationFilter,
layer: this.layer,
frozen: this.frozenOnly || null,
fromDate: this.dates.fromDate,
toDate: this.dates.toDate,
offset: this.pageIndex * this.pageSize,
limit: this.pageSize
})
.subscribe({
next: (page) => {
this.rows = page.pageItems;
this.total = page.totalFilteredRecords;
this.loading = false;
if (this.selected) {
this.select(this.selected.id);
}
},
error: (e) => {
this.error = i4cErrorMessage(e);
this.loading = false;
}
});
}
select(id: number): void {
this.i4c.hold(id).subscribe({
next: (hold) => {
this.selected = hold;
this.action = this.emptyAction();
this.intimation = { mode: 'PHONE', reference: '' };
this.modalTab = 'overview';
},
error: (e) => this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 })
});
}
copyText(text: string, key: string, event?: Event): void {
if (event) {
event.stopPropagation();
}
if (!text) {
return;
}
navigator.clipboard.writeText(text);
this.copiedKey = key;
this.snackBar.open(`Copied: ${text}`, 'OK', { duration: 2500 });
setTimeout(() => {
if (this.copiedKey === key) {
this.copiedKey = '';
}
}, 2000);
}
close(): void {
this.selected = null;
}
/** What a maker may ask for on this hold, given its state. */
get allowedActions(): { value: string; label: string }[] {
const h = this.selected;
if (!h || h.status === 'RELEASED') {
return [];
}
const list = [{ value: 'RELEASE', label: 'Release hold' }];
if (h.account_type === 'SAVINGS') {
list.push(
h.debit_frozen
? { value: 'UNFREEZE', label: 'Unfreeze debits, hold continues' }
: { value: 'FREEZE', label: 'Freeze all debits (on explicit LEA / court direction only)' }
);
}
if (h.debit_frozen) {
list.push({ value: 'UNFREEZE_AND_RELEASE', label: 'Unfreeze and remove the hold' });
}
return list;
}
get orderRequired(): boolean {
return (
(this.action.action === 'RELEASE' || this.action.action === 'UNFREEZE_AND_RELEASE') &&
this.action.reasonType !== 'REVIEW_90_DAYS'
);
}
/** What stays on hold after a partial release; null when the whole hold is released. */
get remainingAfterRelease(): number | null {
const h = this.selected;
const amount = Number(this.action.amount);
if (!h || this.action.action !== 'RELEASE' || !amount) {
return null;
}
return Math.max(0, Number(h.amount_held) - amount);
}
get openGrievance(): any {
return (this.selected?.grievances || []).find((g: any) => g.stage !== 'CLOSED');
}
get openRestoration(): any {
return (this.selected?.restorations || []).find((r: any) => r.status !== 'CLOSED');
}
raiseGrievance(): void {
if (!this.selected) {
return;
}
this.busy = true;
this.i4c.createGrievance(this.selected.id, this.grievanceForm).subscribe({
next: (r) => {
this.busy = false;
this.router.navigate(['/cfcfrms/i4c/grievances'], { queryParams: { open: r.resourceId } });
},
error: (e) => {
this.busy = false;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 7000 });
}
});
}
assessForMrm(): void {
if (!this.selected) {
return;
}
const possible = this.assessForm.basis === 'ATTRIBUTION' || this.assessForm.basis === 'PRO_RATA';
this.busy = true;
this.i4c
.assessRestoration(this.selected.id, {
basis: this.assessForm.basis,
restorableAmount: possible ? this.assessForm.restorableAmount : null,
remarks: this.assessForm.remarks
})
.subscribe({
next: (r) => {
this.busy = false;
this.router.navigate(['/cfcfrms/i4c/restorations'], { queryParams: { open: r.resourceId } });
},
error: (e) => {
this.busy = false;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 7000 });
}
});
}
goTo(page: 'grievances' | 'restorations', id: number): void {
this.router.navigate(['/cfcfrms/i4c/' + page], { queryParams: { open: id } });
}
downloadStatement(): void {
if (!this.selected) {
return;
}
const h = this.selected;
this.i4c.statementCsv(h.id, this.statement.fromDate || undefined, this.statement.toDate || undefined).subscribe({
next: (blob) => saveBlob(blob, 'statement-' + h.account_no + '.csv'),
error: (e) => this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 })
});
}
get hasPendingAction(): boolean {
return (this.selected?.actions || []).some((a: any) => a.status === 'PENDING');
}
submitAction(): void {
if (!this.selected) {
return;
}
if (!this.action.reasonType) {
this.snackBar.open('Choose the reason.', 'Close', { duration: 4000 });
return;
}
if (this.orderRequired && !this.action.orderReference?.trim()) {
this.snackBar.open('An order / reference number is required to release a hold.', 'Close', { duration: 5000 });
return;
}
this.busy = true;
this.i4c.requestHoldAction(this.selected.id, this.action).subscribe({
next: () => {
this.busy = false;
this.snackBar.open('Request raised. Another officer must approve it on the Approvals page.', 'OK', {
duration: 5000
});
this.load();
},
error: (e) => {
this.busy = false;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 });
}
});
}
submitIntimation(): void {
if (!this.selected) {
return;
}
this.busy = true;
this.i4c.recordIntimation(this.selected.id, this.intimation.mode, this.intimation.reference).subscribe({
next: () => {
this.busy = false;
this.snackBar.open('Customer intimation recorded.', 'OK', { duration: 3000 });
this.load();
},
error: (e) => {
this.busy = false;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 });
}
});
}
/** Send the hold notice now on the switched-on automatic channels (Email today). */
sendIntimationNow(): void {
if (!this.selected) {
return;
}
this.busy = true;
this.i4c.sendIntimation(this.selected.id).subscribe({
next: (r) => {
this.busy = false;
this.snackBar.open(r.message, 'OK', { duration: 6000 });
this.load();
},
error: (e) => {
this.busy = false;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 });
}
});
}
channelLabel(channel: string): string {
return (
(
{
EMAIL: 'Email',
SMS: 'SMS',
WHATSAPP: 'WhatsApp',
PHONE: 'Phone call',
LETTER: 'Letter',
IN_PERSON: 'In person'
} as Record<string, string>
)[channel] ?? channel
);
}
autoChannelsText(hold: I4cHold): string {
return (hold.automaticChannels || []).map((c) => this.channelLabel(c)).join(', then ');
}
isOverdue(hold: I4cHold): boolean {
return (
hold.status === 'ACTIVE' &&
!hold.customer_intimated_at &&
!!hold.intimation_due_by &&
new Date(hold.intimation_due_by).getTime() < Date.now()
);
}
isReviewDue(hold: I4cHold): boolean {
if (hold.status !== 'ACTIVE' || !hold.review_due_on) {
return false;
}
const due = new Date(hold.review_due_on + 'T00:00:00').getTime();
return due - Date.now() <= 15 * 24 * 3600 * 1000;
}
statusClass(hold: I4cHold): string {
if (hold.status === 'RELEASED') {
return 'i4c-badge--blue';
}
if (hold.status === 'NOT_HOLDABLE') {
return 'i4c-badge--red';
}
return hold.shortfall > 0 ? 'i4c-badge--amber' : 'i4c-badge--green';
}
reasonLabel(value: string): string {
return this.reasonTypes.find((r) => r.value === value)?.label || value;
}
private emptyAction(): HoldActionRequest {
return {
action: 'RELEASE',
amount: null,
reasonType: '',
orderReference: '',
orderDate: '',
authority: '',
remarks: ''
};
}
}
@@ -0,0 +1,148 @@
<!--
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="i4c-page">
@if (loading) {
<mat-progress-bar mode="indeterminate"></mat-progress-bar>
}
@if (error) {
<div class="i4c-error">{{ error }}</div>
}
<div class="summary" [class.summary--manual]="!enabledChannels.length">
<fa-icon [icon]="enabledChannels.length ? 'check' : 'exclamation-triangle'" class="summary__icon"></fa-icon>
<div>
@if (enabledChannels.length) {
<div class="summary__title">
Customers are told automatically by
@for (c of enabledChannels; track c.channel; let last = $last) {
<b>{{ info(c.channel).label }}</b
>{{ last ? '' : ', then ' }}
}
</div>
<div class="summary__text">
As soon as money is held, the channels are tried in this order. The first that reaches the customer records
the intimation on the hold. If none does (no email on file, gateway down), the hold stays "customer not yet
told" for an officer to call and record by hand.
</div>
} @else {
<div class="summary__title">No automatic channel is switched on</div>
<div class="summary__text">
Every hold waits for an officer to contact the customer (phone, letter, in person) and record it on the hold's
Record Intimation tab.
</div>
}
</div>
</div>
@for (c of channels; track c.channel) {
<div class="i4c-card channel" [class.channel--off]="!c.enabled">
<div class="i4c-card__head">
<fa-icon [icon]="info(c.channel).icon"></fa-icon>
<span>{{ info(c.channel).label }}</span>
<span class="i4c-badge" [class.i4c-badge--green]="c.enabled">{{ c.enabled ? 'ON' : 'OFF' }}</span>
<span class="i4c-toolbar__spacer"></span>
<mat-slide-toggle
[id]="'toggle-' + c.channel"
[(ngModel)]="c.enabled"
(change)="toggle(c)"
[disabled]="c.saving"
[attr.aria-label]="'Send automatically by ' + info(c.channel).label"
>
Send automatically
</mat-slide-toggle>
</div>
<div class="i4c-card__body">
<div class="gateway">Sent through: {{ info(c.channel).gateway }}</div>
<div class="grid">
<div class="edit">
<div class="row">
<mat-form-field appearance="outline" class="priority">
<mat-label>Order</mat-label>
<input
matInput
type="number"
min="1"
max="99"
[id]="'priority-' + c.channel"
[(ngModel)]="c.priority"
(ngModelChange)="c.dirty = true"
/>
</mat-form-field>
@if (c.channel === 'EMAIL') {
<mat-form-field appearance="outline" class="subject">
<mat-label>Subject</mat-label>
<input
matInput
maxlength="300"
[id]="'subject-' + c.channel"
[(ngModel)]="c.subject"
(ngModelChange)="c.dirty = true"
/>
</mat-form-field>
}
</div>
<mat-form-field appearance="outline" class="full">
<mat-label>Message</mat-label>
<textarea
matInput
rows="9"
[id]="'body-' + c.channel"
[(ngModel)]="c.body"
(ngModelChange)="c.dirty = true"
></textarea>
</mat-form-field>
<div class="chips">
<span class="chips__label">Insert:</span>
@for (p of placeholders; track p) {
<button type="button" class="chip" (click)="insert(c, p)">{{ p }}</button>
}
</div>
<div class="i4c-actions">
<button mat-flat-button color="primary" (click)="saveText(c)" [disabled]="!c.dirty || c.saving">
<fa-icon icon="check"></fa-icon> Save {{ info(c.channel).label }} message
</button>
@if (c.updated_at) {
<span class="muted"
>Last changed {{ c.updated_at | date: 'dd MMM yyyy, HH:mm' }} by {{ c.updated_by }}</span
>
}
</div>
</div>
<div class="preview">
<div class="preview__label">Preview (sample values)</div>
@if (c.channel === 'EMAIL') {
<div class="preview__subject">{{ preview(c.subject) }}</div>
}
<div class="preview__body">{{ preview(c.body) }}</div>
</div>
</div>
@if (c.channel === 'EMAIL') {
<div class="test">
<mat-form-field appearance="outline" class="test__field" subscriptSizing="dynamic">
<mat-label>Send a test to</mat-label>
<input matInput type="email" id="test-email-to" [(ngModel)]="testTo" placeholder="you@bank.in" />
</mat-form-field>
<button mat-stroked-button (click)="sendTest()" [disabled]="testing">
<fa-icon icon="paper-plane"></fa-icon> Send test email
</button>
<span class="muted">Uses the saved message with sample values; the subject starts with [TEST].</span>
</div>
}
</div>
</div>
}
<div class="i4c-note">
Phone, letter and in-person intimation are always recorded by an officer on the hold's Record Intimation tab; the
CBS cannot send them itself. Every notice, automatic or recorded, is listed in the hold's intimation history.
</div>
</div>
@@ -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/.
*/
@use '../i4c' as *;
@include i4c-skin;
.summary {
display: flex;
gap: 12px;
align-items: flex-start;
padding: 12px 16px;
border-radius: 10px;
border: 1px solid #bbf7d0;
background: #f0fdf4;
color: #166534;
&--manual {
border-color: #fde68a;
background: #fffbeb;
color: #92400e;
}
&__icon {
margin-top: 2px;
}
&__title {
font-weight: 600;
font-size: 14px;
}
&__text {
font-size: 13px;
margin-top: 2px;
line-height: 1.5;
}
}
.channel--off {
opacity: 0.85;
}
.gateway {
font-size: 12px;
color: #64748b;
margin-bottom: 10px;
}
.grid {
display: grid;
grid-template-columns: minmax(0, 3fr) minmax(0, 2fr);
gap: 16px;
}
@media (width <= 1024px) {
.grid {
grid-template-columns: minmax(0, 1fr);
}
}
.edit {
min-width: 0;
}
.row {
display: flex;
gap: 12px;
flex-wrap: wrap;
}
.priority {
width: 110px;
}
.subject {
flex: 1 1 320px;
}
.full {
width: 100%;
}
.chips {
display: flex;
flex-wrap: wrap;
gap: 6px;
align-items: center;
margin-bottom: 12px;
&__label {
font-size: 12px;
color: #64748b;
}
}
.chip {
border: 1px solid #cbd5e1;
background: #f8fafc;
border-radius: 999px;
padding: 2px 10px;
font-size: 11px;
font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
color: #334155;
cursor: pointer;
&:hover {
border-color: #2563eb;
color: #1d4ed8;
}
&:focus-visible {
outline: 2px solid #2563eb;
outline-offset: 1px;
}
}
.preview {
min-width: 0;
border: 1px solid #e2e8f0;
border-radius: 10px;
background: #f8fafc;
padding: 12px 14px;
align-self: start;
&__label {
font-size: 11px;
text-transform: uppercase;
letter-spacing: 0.05em;
color: #94a3b8;
margin-bottom: 8px;
}
&__subject {
font-weight: 600;
color: #0f172a;
font-size: 13px;
margin-bottom: 8px;
}
&__body {
white-space: pre-wrap;
font-size: 13px;
line-height: 1.55;
color: #1e293b;
overflow-wrap: anywhere;
}
}
.test {
display: flex;
flex-wrap: wrap;
align-items: center;
gap: 10px;
margin-top: 14px;
padding-top: 14px;
border-top: 1px solid #f1f5f9;
&__field {
width: 280px;
}
}
.muted {
font-size: 12px;
color: #64748b;
}
@@ -0,0 +1,185 @@
/**
* 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, inject } from '@angular/core';
import { DatePipe } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { MatButtonModule } from '@angular/material/button';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatInputModule } from '@angular/material/input';
import { MatSlideToggleModule } from '@angular/material/slide-toggle';
import { MatProgressBarModule } from '@angular/material/progress-bar';
import { MatSnackBar } from '@angular/material/snack-bar';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { I4cService, IntimationChannel, i4cErrorMessage } from '../i4c.service';
/** Sample values for the live preview; the server fills the real ones per hold. */
const SAMPLE: Record<string, string> = {
customerName: 'Anshul Rathore',
accountNumber: 'XXXXXXXXXXX0006',
amountHeld: '1500.00',
disputedAmount: '1500.00',
ackNo: '31610201726120',
holdDate: '20-10-2026',
reviewDate: '18-01-2027',
bankName: 'LincPay Demo Co-operative Bank',
branchName: 'Head Office',
grievanceEmail: 'grievance@lpdb.example.in',
customerCare: '1800-200-4570'
};
const CHANNEL_INFO: Record<string, { label: string; icon: string; gateway: string }> = {
EMAIL: {
label: 'Email',
icon: 'envelope',
gateway: "CBS mail server (spring.mail settings), to the customer's email on file"
},
SMS: {
label: 'SMS',
icon: 'mobile-alt',
gateway: "SMS gateway (fineract.notification.sms), to the customer's mobile on file"
},
WHATSAPP: {
label: 'WhatsApp',
icon: 'phone',
gateway: "WhatsApp gateway (fineract.notification.whatsapp), to the customer's mobile"
}
};
interface EditableChannel extends IntimationChannel {
dirty?: boolean;
saving?: boolean;
}
/**
* Which channels tell the account holder about an I4C hold on their own. Switched-on channels are tried in priority
* order as soon as money is held; the first that reaches the customer records the intimation. With none switched on,
* or none reaching the customer, the hold waits for an officer to phone or write and record it by hand.
*/
@Component({
selector: 'mifosx-i4c-intimation-settings',
templateUrl: './i4c-intimation-settings.component.html',
styleUrls: ['./i4c-intimation-settings.component.scss'],
imports: [
DatePipe,
FormsModule,
MatButtonModule,
MatFormFieldModule,
MatInputModule,
MatSlideToggleModule,
MatProgressBarModule,
FaIconComponent
]
})
export class I4cIntimationSettingsComponent implements OnInit {
private i4c = inject(I4cService);
private snackBar = inject(MatSnackBar);
channels: EditableChannel[] = [];
placeholders: string[] = [];
loading = false;
error = '';
testTo = '';
testing = false;
ngOnInit(): void {
this.load();
}
load(): void {
this.loading = true;
this.error = '';
this.i4c.intimationChannels().subscribe({
next: (s) => {
this.channels = s.channels.map((c) => ({ ...c }));
this.placeholders = s.placeholders;
this.loading = false;
},
error: (e) => {
this.error = i4cErrorMessage(e);
this.loading = false;
}
});
}
get enabledChannels(): EditableChannel[] {
return this.channels.filter((c) => c.enabled).sort((a, b) => a.priority - b.priority);
}
info(channel: string) {
return CHANNEL_INFO[channel] ?? { label: channel, icon: 'bell', gateway: '' };
}
preview(text: string | undefined): string {
return (text ?? '').replace(/\{(\w+)\}/g, (match, key) => SAMPLE[key] ?? match);
}
insert(channel: EditableChannel, placeholder: string): void {
channel.body = (channel.body ?? '') + placeholder;
channel.dirty = true;
}
/** The switch saves at once: it decides whether customers get told automatically. */
toggle(channel: EditableChannel): void {
this.save(channel, { enabled: channel.enabled });
}
saveText(channel: EditableChannel): void {
if (!channel.body?.trim()) {
this.snackBar.open('The message text cannot be empty.', 'Close', { duration: 4000 });
return;
}
if (channel.channel === 'EMAIL' && !channel.subject?.trim()) {
this.snackBar.open('An email needs a subject.', 'Close', { duration: 4000 });
return;
}
this.save(channel, { priority: channel.priority, subject: channel.subject, body: channel.body });
}
private save(
channel: EditableChannel,
body: { enabled?: boolean; priority?: number; subject?: string; body?: string }
): void {
channel.saving = true;
this.i4c.updateIntimationChannel(channel.channel, body).subscribe({
next: (rows) => {
const fresh = rows.find((r) => r.channel === channel.channel);
if (fresh) {
Object.assign(channel, fresh, { dirty: false });
}
channel.saving = false;
this.snackBar.open(this.info(channel.channel).label + ' settings saved.', 'OK', { duration: 3000 });
},
error: (e) => {
channel.saving = false;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 });
this.load();
}
});
}
sendTest(): void {
if (!this.testTo.trim()) {
this.snackBar.open('Enter an email address for the test.', 'Close', { duration: 4000 });
return;
}
this.testing = true;
this.i4c.testIntimationChannel('EMAIL', this.testTo.trim()).subscribe({
next: (r) => {
this.testing = false;
this.snackBar.open(r.outcome === 'SENT' ? 'Test email sent to ' + this.testTo + '.' : r.message, 'OK', {
duration: 6000
});
},
error: (e) => {
this.testing = false;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 });
}
});
}
}
@@ -0,0 +1,149 @@
<!--
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="i4c-page">
<div class="i4c-toolbar">
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="search-input">
<mat-label>Filter account / customer / branch / ack</mat-label>
<input matInput [(ngModel)]="filter" />
</mat-form-field>
<span class="i4c-toolbar__spacer"></span>
<span class="count-tag"
>{{ shown.length }} accounts · {{ totals.complaints }} complaints · ₹{{
totals.held | number: '1.2-2'
}}
held</span
>
<button mat-stroked-button (click)="load()" [disabled]="loading"><fa-icon icon="sync"></fa-icon> Refresh</button>
<button mat-flat-button color="primary" (click)="download()">
<fa-icon icon="file-csv"></fa-icon> Download for MRM (CSV)
</button>
</div>
@if (loading) {
<mat-progress-bar mode="indeterminate"></mat-progress-bar>
}
@if (error) {
<div class="i4c-error">
<fa-icon icon="exclamation-circle"></fa-icon> <span>{{ error }}</span>
</div>
}
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="university"></fa-icon>
<span>MRM: Update Account Balance</span>
<span class="head-hint">
Every account with an active I4C hold. Enter these balances on MRM → Money Distribution Process (one by one or
with MRM's bulk format). Click an account for its pro-rata split.
</span>
</div>
<div class="i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>Account</th>
<th>Holder / Branch</th>
<th>Status</th>
<th class="num">Ledger balance</th>
<th class="num">Available</th>
<th class="num">On hold</th>
<th class="num">Disputed</th>
<th class="num">Complaints</th>
<th>Acknowledgement nos.</th>
</tr>
</thead>
<tbody>
@for (r of shown; track r.account_type + r.account_id) {
<tr class="clickable" (click)="pick(r)">
<td>
<b>{{ r.account_no }}</b>
<div class="sub">{{ r.account_type }}{{ r.debit_frozen ? ' · debits frozen' : '' }}</div>
</td>
<td>
{{ r.client_name }}
<div class="sub">{{ r.office_name }}</div>
</td>
<td>{{ r.account_status || '-' }}</td>
<td class="num">{{ r.ledger_balance | number: '1.2-2' }}</td>
<td class="num">{{ r.available_balance | number: '1.2-2' }}</td>
<td class="num">
<b>{{ r.held | number: '1.2-2' }}</b>
</td>
<td class="num">{{ r.disputed | number: '1.2-2' }}</td>
<td class="num">{{ r.complaints }}</td>
<td class="wrap">{{ r.acknowledgement_nos }}</td>
</tr>
} @empty {
<tr>
<td colspan="9" class="i4c-empty">No accounts with active I4C holds.</td>
</tr>
}
</tbody>
</table>
</div>
</div>
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="calculator"></fa-icon>
<span>Pro-rata distribution</span>
<span class="head-hint">
MRM: when money from several complaints is mixed in one account, it is shared in proportion to the disputed
amounts. Leave the amount empty to share everything held.
</span>
</div>
<div class="i4c-card__body">
<div class="i4c-filter-bar i4c-filter-bar--inset">
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Account no.</mat-label>
<input matInput [(ngModel)]="proRataAccount" (keyup.enter)="calculate()" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Amount to share (₹)</mat-label>
<input matInput type="number" min="0" [(ngModel)]="proRataAmount" (keyup.enter)="calculate()" />
</mat-form-field>
<button mat-flat-button color="primary" (click)="calculate()" [disabled]="!proRataAccount.trim()">
<fa-icon icon="calculator"></fa-icon> Calculate
</button>
</div>
@if (proRata) {
<table class="i4c-table">
<thead>
<tr>
<th>Complaint (ack)</th>
<th class="num">Layer</th>
<th class="num">Disputed</th>
<th class="num">Held for it</th>
<th class="num">Share</th>
</tr>
</thead>
<tbody>
@for (h of proRata.holds; track h.id) {
<tr>
<td>{{ h.acknowledgement_no }}</td>
<td class="num">{{ h.layer }}</td>
<td class="num">{{ h.disputed_amount | number: '1.2-2' }}</td>
<td class="num">{{ h.amount_held | number: '1.2-2' }}</td>
<td class="num">
<b>{{ h.share | number: '1.2-2' }}</b>
</td>
</tr>
}
</tbody>
</table>
<div class="sub">
₹{{ proRata.amount | number: '1.2-2' }} of ₹{{ proRata.totalHeld | number: '1.2-2' }} held on
{{ proRata.accountNo }}, by disputed amount (total ₹{{ proRata.totalDisputed | number: '1.2-2' }}). A share
never exceeds what that complaint's hold has; use the figure as the restorable amount of that complaint's
restoration.
</div>
}
</div>
</div>
</div>
@@ -0,0 +1,13 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
@use '../i4c' as *;
@use '../i4c-cases' as *;
@include i4c-skin;
@include i4c-case-page;
@@ -0,0 +1,123 @@
/**
* 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, inject } from '@angular/core';
import { DecimalPipe } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { MatButtonModule } from '@angular/material/button';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatInputModule } from '@angular/material/input';
import { MatProgressBarModule } from '@angular/material/progress-bar';
import { MatSnackBar } from '@angular/material/snack-bar';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { I4cService, i4cErrorMessage, saveBlob } from '../i4c.service';
/**
* MRM "Update Account Balance": every account with an active I4C hold and its balances now, for the bank to update on
* MRM (one by one or with the bulk sheet), plus the pro-rata calculator for accounts with several complaints.
*/
@Component({
selector: 'mifosx-i4c-mrm-report',
templateUrl: './i4c-mrm-report.component.html',
styleUrls: ['./i4c-mrm-report.component.scss'],
imports: [
DecimalPipe,
FormsModule,
MatButtonModule,
MatFormFieldModule,
MatInputModule,
MatProgressBarModule,
FaIconComponent
]
})
export class I4cMrmReportComponent implements OnInit {
private i4c = inject(I4cService);
private snackBar = inject(MatSnackBar);
rows: any[] = [];
loading = false;
error = '';
filter = '';
proRataAccount = '';
proRataAmount: number | null = null;
proRata: any = null;
ngOnInit(): void {
this.load();
}
load(): void {
this.loading = true;
this.error = '';
this.i4c.mrmBalanceReport().subscribe({
next: (rows) => {
this.rows = rows;
this.loading = false;
},
error: (e) => {
this.error = i4cErrorMessage(e);
this.loading = false;
}
});
}
get shown(): any[] {
const f = this.filter.trim().toLowerCase();
return f
? this.rows.filter((r) =>
[
r.account_no,
r.client_name,
r.office_name,
r.acknowledgement_nos
].some((v) =>
String(v || '')
.toLowerCase()
.includes(f)
)
)
: this.rows;
}
get totals(): { held: number; ledger: number; complaints: number } {
return this.shown.reduce(
(t, r) => ({
held: t.held + Number(r.held || 0),
ledger: t.ledger + Number(r.ledger_balance || 0),
complaints: t.complaints + Number(r.complaints || 0)
}),
{ held: 0, ledger: 0, complaints: 0 }
);
}
download(): void {
this.i4c.mrmBalanceReportCsv().subscribe({
next: (blob) => saveBlob(blob, 'mrm-balance-report-' + new Date().toISOString().slice(0, 10) + '.csv'),
error: (e) => this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 })
});
}
pick(r: any): void {
this.proRataAccount = r.account_no;
this.proRataAmount = null;
this.calculate();
}
calculate(): void {
if (!this.proRataAccount.trim()) {
return;
}
this.i4c.proRata(this.proRataAccount.trim(), this.proRataAmount).subscribe({
next: (p) => (this.proRata = p),
error: (e) => {
this.proRata = null;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 });
}
});
}
}
@@ -0,0 +1,497 @@
<!--
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="i4c-page">
<!-- View Switcher & Toolbar -->
<div class="i4c-toolbar">
<div class="i4c-filter-chips">
<button class="filter-chip" [class.filter-chip--active]="activeSection === 'all'" (click)="activeSection = 'all'">
<fa-icon icon="list-ul"></fa-icon> <span>All (Outbox &amp; Log)</span>
</button>
<button
class="filter-chip"
[class.filter-chip--active]="activeSection === 'outbox'"
(click)="activeSection = 'outbox'"
>
<fa-icon icon="paper-plane"></fa-icon> <span>Responses to I4C ({{ outboxTotal }})</span>
</button>
<button class="filter-chip" [class.filter-chip--active]="activeSection === 'log'" (click)="activeSection = 'log'">
<fa-icon icon="history"></fa-icon> <span>API Audit Log ({{ logTotal }})</span>
</button>
</div>
<span class="i4c-toolbar__spacer"></span>
<button mat-flat-button color="primary" class="refresh-btn" (click)="loadOutbox(); loadLog()" [disabled]="loading">
<fa-icon icon="sync" [animation]="loading ? 'spin' : undefined"></fa-icon> Refresh
</button>
</div>
@if (loading) {
<mat-progress-bar mode="indeterminate"></mat-progress-bar>
}
@if (error) {
<div class="i4c-error">
<fa-icon icon="exclamation-circle"></fa-icon>
<span>{{ error }}</span>
</div>
}
<!-- SECTION 1: RESPONSES TO I4C (OUTBOX) -->
@if (activeSection === 'all' || activeSection === 'outbox') {
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="paper-plane"></fa-icon>
<span>Outbox Queue: Delivery to I4C</span>
<span class="head-hint">Automated HTTP callbacks carrying bank findings to I4C</span>
<span class="i4c-toolbar__spacer"></span>
<!-- Status Filter Chips -->
<div class="mini-chips">
@for (s of outboxStatuses; track s) {
<button class="mini-chip" [class.mini-chip--active]="outboxStatus === s" (click)="setOutboxStatus(s)">
{{ s || 'All' }}
</button>
}
</div>
</div>
<div class="i4c-filter-bar i4c-filter-bar--inset">
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Ack no. / job id</mat-label>
<input matInput [(ngModel)]="outboxSearch" (keyup.enter)="loadOutbox(true)" (blur)="loadOutbox(true)" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Type</mat-label>
<mat-select [(ngModel)]="outboxType" (selectionChange)="loadOutbox(true)">
<mat-option value="">ACK and RESPONSE</mat-option>
<mat-option value="ACK">ACK only</mat-option>
<mat-option value="RESPONSE">RESPONSE only</mat-option>
</mat-select>
</mat-form-field>
<mifosx-i4c-date-range
label="Queued"
[range]="outboxDates"
(rangeChange)="onOutboxDates($event)"
></mifosx-i4c-date-range>
<button
mat-stroked-button
class="i4c-filter-bar__clear"
(click)="clearOutboxFilters()"
[disabled]="!outboxHasFilters"
>
<fa-icon icon="times"></fa-icon> Clear filters
</button>
</div>
<div class="i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>Created At</th>
<th>Complaint Ack No.</th>
<th title="ACK: separate acknowledgement callback. RESPONSE: the Section 6 findings.">Type</th>
<th>Delivery Status</th>
<th class="num">Attempts</th>
<th>Next Retry</th>
<th>HTTP Code</th>
<th>Sent Timestamp</th>
<th>Error</th>
<th>Actions</th>
</tr>
</thead>
<tbody>
@for (o of outbox; track o.id) {
<tr class="clickable" (click)="openOutboxModal(o)">
<td>
<span class="date-main">{{ o.created_at | date: 'dd MMM, HH:mm:ss' }}</span>
</td>
<td>
<a
[routerLink]="['../requests', o.request_id]"
class="font-semibold text-accent"
(click)="$event.stopPropagation()"
>
{{ o.acknowledgement_no }}
</a>
</td>
<td>
<span class="i4c-badge" [class.i4c-badge--blue]="o.message_type === 'ACK'">{{
o.message_type === 'ACK' ? 'ACK' : 'RESPONSE'
}}</span>
</td>
<td>
<span
class="i4c-badge"
[class.i4c-badge--green]="o.status === 'SENT'"
[class.i4c-badge--red]="o.status === 'FAILED'"
[class.i4c-badge--amber]="o.status === 'PENDING' || o.status === 'SENDING'"
>
{{ o.status }}
</span>
</td>
<td class="num font-semibold">{{ o.attempts }}</td>
<td>{{ o.status === 'PENDING' ? (o.next_attempt_at | date: 'dd MMM, HH:mm:ss') : '-' }}</td>
<td>
<span class="font-mono">{{ o.http_status ?? '-' }}</span>
</td>
<td>{{ o.sent_at ? (o.sent_at | date: 'dd MMM, HH:mm:ss') : '-' }}</td>
<td class="err-text">{{ o.last_error || '-' }}</td>
<td (click)="$event.stopPropagation()">
<div class="i4c-actions">
<button class="table-action-btn" (click)="openOutboxModal(o)">
<fa-icon icon="eye"></fa-icon> Payload
</button>
@if (o.status === 'FAILED') {
<button class="retry-btn" (click)="retry(o)" [disabled]="busyId === o.id">
<fa-icon icon="redo" [animation]="busyId === o.id ? 'spin' : undefined"></fa-icon> Retry
</button>
}
</div>
</td>
</tr>
} @empty {
<tr>
<td colspan="10" class="i4c-empty">
<div class="empty-icon"><fa-icon icon="paper-plane"></fa-icon></div>
<div>No responses in the outbox queue matching current filter.</div>
</td>
</tr>
}
</tbody>
</table>
</div>
<mat-paginator
class="i4c-paginator"
[length]="outboxTotal"
[pageIndex]="outboxPageIndex"
[pageSize]="outboxPageSize"
[pageSizeOptions]="pageSizes"
(page)="onOutboxPage($event)"
showFirstLastButtons
aria-label="Outbox pages"
></mat-paginator>
</div>
}
<!-- SECTION 2: API LOG -->
@if (activeSection === 'all' || activeSection === 'log') {
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="history"></fa-icon>
<span>API Gateway Audit Trail (Masked)</span>
<span class="head-hint">Every call to and from I4C. Click a row to see its request and response.</span>
<span class="i4c-toolbar__spacer"></span>
<!-- Direction Filters -->
<div class="mini-chips">
<button class="mini-chip" [class.mini-chip--active]="direction === ''" (click)="setDirection('')">
Both
</button>
<button class="mini-chip" [class.mini-chip--active]="direction === 'IN'" (click)="setDirection('IN')">
↓ Inbound
</button>
<button class="mini-chip" [class.mini-chip--active]="direction === 'OUT'" (click)="setDirection('OUT')">
↑ Outbound
</button>
</div>
<mat-checkbox [(ngModel)]="failuresOnly" (change)="loadLog(true)" class="failures-chk">
Failures Only
</mat-checkbox>
</div>
<div class="i4c-filter-bar i4c-filter-bar--inset">
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Endpoint / ack no. / IP</mat-label>
<input matInput [(ngModel)]="logSearch" (keyup.enter)="loadLog(true)" (blur)="loadLog(true)" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>HTTP status</mat-label>
<mat-select [(ngModel)]="logHttpStatus" (selectionChange)="loadLog(true)">
<mat-option value="">Any</mat-option>
<mat-option value="200">200 OK</mat-option>
<mat-option value="400">400 Bad request</mat-option>
<mat-option value="401">401 Not authorised</mat-option>
<mat-option value="403">403 Forbidden</mat-option>
<mat-option value="409">409 Duplicate</mat-option>
<mat-option value="500">500 Server error</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Response code</mat-label>
<input
matInput
[(ngModel)]="logResponseCode"
(keyup.enter)="loadLog(true)"
(blur)="loadLog(true)"
placeholder="e.g. 00, 11"
/>
</mat-form-field>
<mifosx-i4c-date-range
label="Call time"
[range]="logDates"
(rangeChange)="onLogDates($event)"
></mifosx-i4c-date-range>
<button
mat-stroked-button
class="i4c-filter-bar__clear"
(click)="clearLogFilters()"
[disabled]="!logHasFilters"
>
<fa-icon icon="times"></fa-icon> Clear filters
</button>
</div>
<div class="i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>Time</th>
<th>Direction</th>
<th>Endpoint</th>
<th>HTTP Status</th>
<th>Response Code</th>
<th>Ack No.</th>
<th class="num">Latency (ms)</th>
<th>Caller IP</th>
<th>Error Details</th>
</tr>
</thead>
<tbody>
@for (l of log; track l.id) {
<tr class="clickable" (click)="openLogModal(l)">
<td>{{ l.created_at | date: 'dd MMM, HH:mm:ss' }}</td>
<td>
<span class="direction-badge direction-badge--{{ l.direction?.toLowerCase() }}">
{{ l.direction === 'IN' ? '↓ I4C → Bank' : '↑ Bank → I4C' }}
</span>
</td>
<td>
<span class="font-mono text-xs">{{ l.endpoint }}</span>
</td>
<td>
<span
class="i4c-badge"
[class.i4c-badge--green]="ok(l.http_status)"
[class.i4c-badge--red]="!ok(l.http_status)"
>
{{ l.http_status ?? 'N/A' }}
</span>
</td>
<td>{{ l.response_code || '-' }}</td>
<td>
<b>{{ l.acknowledgement_no || '-' }}</b>
</td>
<td class="num">{{ l.duration_ms }} ms</td>
<td>{{ l.client_ip || '-' }}</td>
<td [class.err-text]="isFailedCall(l)" [class.note-text]="!isFailedCall(l)">
{{ logNote(l.error) || '-' }}
</td>
</tr>
} @empty {
<tr>
<td colspan="9" class="i4c-empty">
<div class="empty-icon"><fa-icon icon="history"></fa-icon></div>
<div>No API calls recorded.</div>
</td>
</tr>
}
</tbody>
</table>
</div>
<mat-paginator
class="i4c-paginator"
[length]="logTotal"
[pageIndex]="logPageIndex"
[pageSize]="logPageSize"
[pageSizeOptions]="pageSizes"
(page)="onLogPage($event)"
showFirstLastButtons
aria-label="API log pages"
></mat-paginator>
</div>
}
<!-- ========================================================
MODERN POPUP WINDOW: API LOG JSON INSPECTION MODAL
======================================================== -->
@if (selectedLogModal) {
<div class="i4c-modal-backdrop" (click)="closeLogModal()">
<div class="i4c-modal-window i4c-modal-window--wide" (click)="$event.stopPropagation()">
<!-- Modal Header -->
<div class="i4c-modal-header">
<div class="i4c-modal-header__title">
<fa-icon icon="code"></fa-icon>
<div>
<div class="modal-title-row">
<span
>{{ selectedLogModal.direction === 'IN' ? 'Inbound Call' : 'Outbound Call' }}:
{{ selectedLogModal.endpoint }}</span
>
<span
class="i4c-badge"
[class.i4c-badge--green]="ok(selectedLogModal.http_status)"
[class.i4c-badge--red]="!ok(selectedLogModal.http_status)"
>
HTTP {{ selectedLogModal.http_status ?? 'N/A' }}
</span>
</div>
<div class="i4c-modal-header__sub">
Time: {{ selectedLogModal.created_at | date: 'dd MMM yyyy, HH:mm:ss' }} • Latency:
{{ selectedLogModal.duration_ms }} ms • Client IP: {{ selectedLogModal.client_ip }}
</div>
</div>
</div>
<button class="modal-close-btn" (click)="closeLogModal()" aria-label="Close">
<fa-icon icon="times"></fa-icon>
</button>
</div>
<!-- Navigation Tabs inside the Modal -->
<div class="i4c-modal-tabs">
<button class="modal-tab" [class.modal-tab--active]="logModalTab === 'req'" (click)="logModalTab = 'req'">
<fa-icon icon="arrow-up"></fa-icon> Request Payload
</button>
<button class="modal-tab" [class.modal-tab--active]="logModalTab === 'res'" (click)="logModalTab = 'res'">
<fa-icon icon="arrow-down"></fa-icon> Response Payload
</button>
</div>
<!-- Modal Body -->
<div class="i4c-modal-body">
@if (logModalTab === 'req') {
<div class="payload-box">
<div class="payload-box__title">
<span>HTTP Request Payload (Masked)</span>
<button class="copy-chip" (click)="copyPayload(pretty(selectedLogModal.request_body), 'req-body')">
<fa-icon icon="copy"></fa-icon> {{ copiedKey === 'req-body' ? 'Copied!' : 'Copy Request' }}
</button>
</div>
<pre class="i4c-json">{{ pretty(selectedLogModal.request_body) || 'No request body sent.' }}</pre>
</div>
}
@if (logModalTab === 'res') {
<div class="payload-box">
<div class="payload-box__title">
<span>HTTP Response Payload</span>
<button class="copy-chip" (click)="copyPayload(pretty(selectedLogModal.response_body), 'res-body')">
<fa-icon icon="copy"></fa-icon> {{ copiedKey === 'res-body' ? 'Copied!' : 'Copy Response' }}
</button>
</div>
<pre class="i4c-json">{{ pretty(selectedLogModal.response_body) || 'No response body received.' }}</pre>
</div>
}
@if (selectedLogModal.error) {
@if (isFailedCall(selectedLogModal)) {
<div class="i4c-error">
<fa-icon icon="exclamation-circle"></fa-icon>
<span>Error logged: {{ logNote(selectedLogModal.error) }}</span>
</div>
} @else {
<div class="i4c-note">
<fa-icon icon="info-circle"></fa-icon>
<span>Note: {{ logNote(selectedLogModal.error) }}</span>
</div>
}
}
</div>
<!-- Modal Footer -->
<div class="i4c-modal-footer">
<button class="footer-btn-close" (click)="closeLogModal()">Close</button>
</div>
</div>
</div>
}
<!-- ========================================================
MODERN POPUP WINDOW: OUTBOX RESPONSE INSPECTION MODAL
======================================================== -->
@if (selectedOutboxModal) {
<div class="i4c-modal-backdrop" (click)="closeOutboxModal()">
<div class="i4c-modal-window i4c-modal-window--wide" (click)="$event.stopPropagation()">
<div class="i4c-modal-header">
<div class="i4c-modal-header__title">
<fa-icon icon="paper-plane"></fa-icon>
<div>
<div class="modal-title-row">
<span
>Outbox Response #{{ selectedOutboxModal.id }} (Ack #{{
selectedOutboxModal.acknowledgement_no
}})</span
>
<span
class="i4c-badge"
[class.i4c-badge--green]="selectedOutboxModal.status === 'SENT'"
[class.i4c-badge--red]="selectedOutboxModal.status === 'FAILED'"
>
{{ selectedOutboxModal.status }}
</span>
</div>
<div class="i4c-modal-header__sub">
Created: {{ selectedOutboxModal.created_at | date: 'dd MMM yyyy, HH:mm:ss' }} • Attempts:
{{ selectedOutboxModal.attempts }}
</div>
</div>
</div>
<button class="modal-close-btn" (click)="closeOutboxModal()" aria-label="Close">
<fa-icon icon="times"></fa-icon>
</button>
</div>
<div class="i4c-modal-body">
<div class="payload-box">
<div class="payload-box__title">
<span>Report Payload Prepared for I4C Delivery</span>
<button class="copy-chip" (click)="copyPayload(pretty(selectedOutboxModal.payload), 'outbox-payload')">
<fa-icon icon="copy"></fa-icon> {{ copiedKey === 'outbox-payload' ? 'Copied!' : 'Copy Payload' }}
</button>
</div>
<pre class="i4c-json">{{ pretty(selectedOutboxModal.payload) || 'No payload recorded.' }}</pre>
</div>
@if (selectedOutboxModal.response_body) {
<div class="payload-box">
<div class="payload-box__title">
<span>Response Received from I4C Gateway</span>
<button
class="copy-chip"
(click)="copyPayload(pretty(selectedOutboxModal.response_body), 'outbox-res')"
>
<fa-icon icon="copy"></fa-icon> {{ copiedKey === 'outbox-res' ? 'Copied!' : 'Copy Response' }}
</button>
</div>
<pre class="i4c-json">{{ pretty(selectedOutboxModal.response_body) }}</pre>
</div>
}
@if (selectedOutboxModal.last_error) {
<div class="i4c-error">
<fa-icon icon="exclamation-circle"></fa-icon>
<span>Last Delivery Error: {{ selectedOutboxModal.last_error }}</span>
</div>
}
</div>
<div class="i4c-modal-footer">
@if (selectedOutboxModal.status === 'FAILED') {
<button mat-flat-button color="warn" (click)="retry(selectedOutboxModal); closeOutboxModal()">
<fa-icon icon="redo"></fa-icon> Retry Send Now
</button>
}
<button class="footer-btn-close" (click)="closeOutboxModal()">Close</button>
</div>
</div>
</div>
}
</div>
@@ -0,0 +1,191 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
@use '../i4c' as *;
@include i4c-skin;
.compact {
width: 160px;
font-size: 13px;
}
.sub {
font-size: 11px;
color: #64748b;
margin-bottom: 4px;
}
.err-text {
color: #dc2626;
font-size: 11px;
max-width: 240px;
overflow: hidden;
text-overflow: ellipsis;
white-space: nowrap;
}
.head-hint {
font-size: 11px;
color: #94a3b8;
font-weight: normal;
margin-left: 8px;
}
.date-main {
font-weight: 600;
color: #1e293b;
}
.mini-chips {
display: flex;
align-items: center;
gap: 5px;
.mini-chip {
padding: 2px 8px;
border-radius: 9999px;
font-size: 10.5px;
font-weight: 600;
color: #475569;
background: #f1f5f9;
border: 1px solid #e2e8f0;
cursor: pointer;
transition: all 0.15s ease;
&:hover {
background: #e2e8f0;
color: #0f172a;
}
&--active {
background: #2563eb;
color: #fff;
border-color: #2563eb;
box-shadow: 0 2px 6px rgb(37 99 235 / 25%);
}
}
}
.failures-chk {
margin-left: 10px;
font-size: 11px;
font-weight: 600;
color: #475569;
}
.direction-badge {
display: inline-flex;
align-items: center;
gap: 4px;
padding: 2px 7px;
border-radius: 5px;
font-size: 10px;
font-weight: 700;
&--in {
background: #eff6ff;
color: #1d4ed8;
border: 1px solid #bfdbfe;
}
&--out {
background: #f5f3ff;
color: #6d28d9;
border: 1px solid #ddd6fe;
}
}
.retry-btn {
display: inline-flex;
align-items: center;
gap: 5px;
padding: 3px 8px;
border-radius: 5px;
font-size: 10.5px;
font-weight: 700;
background: #fef2f2;
color: #dc2626;
border: 1px solid #fecaca;
cursor: pointer;
transition: all 0.15s ease;
&:hover:not(:disabled) {
background: #fee2e2;
border-color: #fca5a5;
}
&:disabled {
opacity: 0.6;
cursor: not-allowed;
}
}
.modal-title-row {
display: flex;
align-items: center;
gap: 8px;
flex-wrap: wrap;
}
.payload-box {
display: flex;
flex-direction: column;
gap: 6px;
&__title {
display: flex;
align-items: center;
justify-content: space-between;
font-size: 12px;
font-weight: 700;
color: #1e293b;
}
}
.copy-chip {
display: inline-flex;
align-items: center;
gap: 5px;
padding: 3px 8px;
border-radius: 5px;
background: #f1f5f9;
border: 1px solid #cbd5e1;
color: #334155;
font-size: 10.5px;
font-weight: 600;
cursor: pointer;
transition: all 0.15s ease;
&:hover {
background: #e2e8f0;
color: #0f172a;
}
}
.footer-btn-close {
padding: 6px 14px;
border-radius: 8px;
background: #e2e8f0;
color: #334155;
border: none;
font-size: 11.5px;
font-weight: 600;
cursor: pointer;
transition: all 0.2s;
&:hover {
background: #cbd5e1;
color: #0f172a;
}
}
.note-text {
color: #64748b;
font-size: 12px;
}
@@ -0,0 +1,306 @@
/**
* 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, inject } from '@angular/core';
import { DatePipe } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { ActivatedRoute, RouterLink } from '@angular/router';
import { MatButtonModule } from '@angular/material/button';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatInputModule } from '@angular/material/input';
import { MatSelectModule } from '@angular/material/select';
import { MatCheckboxModule } from '@angular/material/checkbox';
import { MatProgressBarModule } from '@angular/material/progress-bar';
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
import { MatSnackBar } from '@angular/material/snack-bar';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { I4cService, i4cErrorMessage } from '../i4c.service';
import { ALL_DATES, I4cDateRange, I4cDateRangeComponent } from '../i4c-date-range/i4c-date-range.component';
/**
* Responses waiting for, or delivered to, I4C, with a retry for the failed ones; and the log of every call in
* either direction, which is what the periodic review of the API integration reads.
*/
@Component({
selector: 'mifosx-i4c-outbox',
templateUrl: './i4c-outbox.component.html',
styleUrls: ['./i4c-outbox.component.scss'],
imports: [
DatePipe,
FormsModule,
RouterLink,
MatButtonModule,
MatFormFieldModule,
MatInputModule,
MatSelectModule,
MatCheckboxModule,
MatProgressBarModule,
MatPaginatorModule,
I4cDateRangeComponent,
FaIconComponent
]
})
export class I4cOutboxComponent implements OnInit {
private i4c = inject(I4cService);
private route = inject(ActivatedRoute);
private snackBar = inject(MatSnackBar);
readonly outboxStatuses = [
'',
'PENDING',
'SENDING',
'SENT',
'FAILED'
];
readonly pageSizes = [
10,
20,
50,
100
];
outboxStatus = '';
outboxType = '';
outboxSearch = '';
outboxDates: I4cDateRange = { ...ALL_DATES };
outboxTotal = 0;
outboxPageIndex = 0;
outboxPageSize = 20;
outbox: any[] = [];
direction = '';
failuresOnly = false;
logSearch = '';
logHttpStatus = '';
logResponseCode = '';
logDates: I4cDateRange = { ...ALL_DATES };
logTotal = 0;
logPageIndex = 0;
logPageSize = 20;
log: any[] = [];
logEntry: any = null;
loading = false;
busyId: number | null = null;
error = '';
activeSection: 'all' | 'outbox' | 'log' = 'all';
selectedLogModal: any = null;
selectedOutboxModal: any = null;
logModalTab: 'req' | 'res' = 'req';
copiedKey = '';
ngOnInit(): void {
this.outboxStatus = this.route.snapshot.queryParamMap.get('status') || '';
this.loadOutbox();
this.loadLog();
}
setOutboxStatus(s: string): void {
this.outboxStatus = s;
this.loadOutbox(true);
}
setDirection(d: string): void {
this.direction = d;
this.loadLog(true);
}
onOutboxPage(e: PageEvent): void {
this.outboxPageIndex = e.pageIndex;
this.outboxPageSize = e.pageSize;
this.loadOutbox();
}
onOutboxDates(range: I4cDateRange): void {
this.outboxDates = range;
this.loadOutbox(true);
}
get outboxHasFilters(): boolean {
return !!(this.outboxStatus || this.outboxType || this.outboxSearch || this.outboxDates.preset !== 'ALL');
}
clearOutboxFilters(): void {
this.outboxStatus = '';
this.outboxType = '';
this.outboxSearch = '';
this.outboxDates = { ...ALL_DATES };
this.loadOutbox(true);
}
onLogPage(e: PageEvent): void {
this.logPageIndex = e.pageIndex;
this.logPageSize = e.pageSize;
this.loadLog();
}
onLogDates(range: I4cDateRange): void {
this.logDates = range;
this.loadLog(true);
}
get logHasFilters(): boolean {
return !!(
this.direction ||
this.failuresOnly ||
this.logSearch ||
this.logHttpStatus ||
this.logResponseCode ||
this.logDates.preset !== 'ALL'
);
}
clearLogFilters(): void {
this.direction = '';
this.failuresOnly = false;
this.logSearch = '';
this.logHttpStatus = '';
this.logResponseCode = '';
this.logDates = { ...ALL_DATES };
this.loadLog(true);
}
/** Reload the current page; a changed filter passes `fromFirstPage` so the officer lands on page one. */
loadOutbox(fromFirstPage = false): void {
if (fromFirstPage) {
this.outboxPageIndex = 0;
}
this.loading = true;
this.error = '';
this.i4c
.outbox({
status: this.outboxStatus,
type: this.outboxType,
search: this.outboxSearch.trim(),
fromDate: this.outboxDates.fromDate,
toDate: this.outboxDates.toDate,
offset: this.outboxPageIndex * this.outboxPageSize,
limit: this.outboxPageSize
})
.subscribe({
next: (page) => {
this.outbox = page.pageItems;
this.outboxTotal = page.totalFilteredRecords;
this.loading = false;
},
error: (e) => {
this.error = i4cErrorMessage(e);
this.loading = false;
}
});
}
loadLog(fromFirstPage = false): void {
if (fromFirstPage) {
this.logPageIndex = 0;
}
this.i4c
.apiLog({
direction: this.direction,
failures: this.failuresOnly || null,
search: this.logSearch.trim(),
httpStatus: this.logHttpStatus,
responseCode: this.logResponseCode.trim(),
fromDate: this.logDates.fromDate,
toDate: this.logDates.toDate,
offset: this.logPageIndex * this.logPageSize,
limit: this.logPageSize
})
.subscribe({
next: (page) => {
this.log = page.pageItems;
this.logTotal = page.totalFilteredRecords;
},
error: (e) => (this.error = i4cErrorMessage(e))
});
}
retry(row: any): void {
this.busyId = row.id;
this.i4c.retryOutbox(row.id).subscribe({
next: (r) => {
this.busyId = null;
this.snackBar.open(r?.sent ? 'Delivered to I4C.' : 'Queued; it will be sent again shortly.', 'OK', {
duration: 4000
});
this.loadOutbox();
this.loadLog();
},
error: (e) => {
this.busyId = null;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 });
}
});
}
openLogModal(row: any): void {
this.selectedLogModal = { ...row };
this.logModalTab = 'req';
this.i4c.apiLogEntry(row.id).subscribe({
next: (entry) => (this.selectedLogModal = entry),
error: (e) => this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 })
});
}
closeLogModal(): void {
this.selectedLogModal = null;
}
openOutboxModal(row: any): void {
this.selectedOutboxModal = row;
}
closeOutboxModal(): void {
this.selectedOutboxModal = null;
}
copyPayload(text: string, key: string): void {
if (!text) {
return;
}
navigator.clipboard.writeText(text);
this.copiedKey = key;
this.snackBar.open('Payload copied to clipboard.', 'OK', { duration: 2500 });
setTimeout(() => {
if (this.copiedKey === key) {
this.copiedKey = '';
}
}, 2000);
}
/** A call failed when HTTP says so or I4C/the bank answered with a code other than 00. */
isFailedCall(log: any): boolean {
return (log?.http_status ?? 0) >= 400 || (!!log?.response_code && log.response_code !== '00');
}
/** Successful calls keep a short note in the error column, e.g. how I4C logged in; spell it out. */
logNote(text: string): string {
const modes: Record<string, string> = {
TOKEN: 'I4C logged in with a Bearer token',
BASIC: 'I4C logged in with Basic authentication',
BODY: 'I4C sent its username and password in the request body'
};
return (text || '').replace(/auth (TOKEN|BASIC|BODY)/g, (m, mode) => modes[mode] ?? m);
}
pretty(text: string): string {
if (!text) {
return '';
}
try {
return JSON.stringify(JSON.parse(text), null, 2);
} catch {
return text;
}
}
ok(status: number | null): boolean {
return status !== null && status !== undefined && status >= 200 && status < 300;
}
}
@@ -0,0 +1,334 @@
<!--
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="i4c-page">
<!-- Top Action Toolbar -->
<div class="i4c-toolbar">
<a mat-stroked-button routerLink="../" class="back-btn"> <fa-icon icon="arrow-left"></fa-icon> All Complaints </a>
@if (data) {
<div class="ack-badge-strip">
<span class="label">Ack No:</span>
<b class="val">{{ data.acknowledgement_no }}</b>
<button class="copy-chip" (click)="copyAck(data.acknowledgement_no)">
<fa-icon icon="copy"></fa-icon> Copy
</button>
</div>
}
<span class="i4c-toolbar__spacer"></span>
@if (canReprocess) {
<button mat-flat-button color="primary" (click)="reprocess()" [disabled]="busy">
<fa-icon icon="redo" [animation]="busy ? 'spin' : undefined"></fa-icon> Reprocess Now
</button>
}
<button mat-stroked-button (click)="load()" [disabled]="loading">
<fa-icon icon="sync" [animation]="loading ? 'spin' : undefined"></fa-icon> Refresh
</button>
</div>
@if (loading || busy) {
<mat-progress-bar mode="indeterminate"></mat-progress-bar>
}
@if (error) {
<div class="i4c-error">
<fa-icon icon="exclamation-circle"></fa-icon>
<span>{{ error }}</span>
</div>
}
@if (data) {
<!-- Main Top Info: Customer Target Account + Processing -->
<div class="i4c-grid-2">
<!-- Target Account Info -->
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="inbox"></fa-icon>
<span>Complaint Details (From I4C)</span>
</div>
<div class="i4c-card__body">
<dl class="i4c-kv">
<dt>Acknowledgement No.</dt>
<dd>
<b class="text-accent">{{ data.acknowledgement_no }}</b>
</dd>
<dt>CBS Internal Job ID</dt>
<dd>{{ data.job_id }}</dd>
<dt>Sub-Category</dt>
<dd>
<span class="cat-chip">{{ data.sub_category }}</span>
</dd>
<dt>Account in this Bank</dt>
<dd>
<b>{{ data.payer_account_number }}</b>
</dd>
<dt>Complainant Bank</dt>
<dd>{{ data.payer_bank }} {{ data.payer_bank_code ? '(' + data.payer_bank_code + ')' : '' }}</dd>
<dt>Payment Mode / Type</dt>
<dd>{{ data.mode_of_payment || '-' }} {{ data.transaction_type ? '/ ' + data.transaction_type : '' }}</dd>
<dt>Wallet Reference</dt>
<dd>{{ data.wallet || 'None' }}</dd>
<dt>State &amp; District</dt>
<dd>{{ data.state }} / {{ data.district }}</dd>
<dt>Received At</dt>
<dd>{{ data.received_at | date: 'dd MMM yyyy, HH:mm:ss' }} from {{ data.source_ip }}</dd>
</dl>
</div>
</div>
<!-- Processing State Info -->
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="tasks"></fa-icon>
<span>Automation &amp; Processing Outcome</span>
</div>
<div class="i4c-card__body">
<dl class="i4c-kv">
<dt>Processing Status</dt>
<dd>
<span class="i4c-badge">{{ data.status }}</span>
</dd>
<dt>Processing Attempts</dt>
<dd>{{ data.processing_attempts }}</dd>
<dt>Processed On</dt>
<dd>{{ data.processed_at ? (data.processed_at | date: 'dd MMM yyyy, HH:mm:ss') : 'Not yet processed' }}</dd>
<dt>Total Amount Held</dt>
<dd>
<b class="text-accent">₹{{ data.amount_held | number: '1.2-2' }}</b>
</dd>
<dt>Outbox Response Status</dt>
<dd>
<span class="i4c-badge">{{ data.response_status || 'NOT YET SENT' }}</span>
</dd>
@if (data.processing_error) {
<dt>Last Processing Error</dt>
<dd class="err-text">{{ data.processing_error }}</dd>
}
</dl>
</div>
</div>
</div>
<!-- Incidents Table -->
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="list-alt"></fa-icon>
<span>Reported Incidents &amp; CBS Matching Engine Outcomes</span>
</div>
<div class="i4c-card__body i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>#</th>
<th>RRN</th>
<th>Date &amp; Time</th>
<th class="num">Amount (₹)</th>
<th class="num">Disputed (₹)</th>
<th class="num">Layer</th>
<th>Match Method</th>
<th>Outcome</th>
<th class="num">Held Amount</th>
<th>Remarks</th>
</tr>
</thead>
<tbody>
@for (inc of data.incidents; track inc.id) {
<tr>
<td>
<b>{{ inc.seq_no }}</b>
</td>
<td>
<span class="font-mono">{{ inc.rrn }}</span>
</td>
<td>{{ inc.transaction_date }} {{ inc.transaction_time }}</td>
<td class="num">{{ inc.amount | number: '1.2-2' }}</td>
<td class="num">{{ inc.disputed_amount | number: '1.2-2' }}</td>
<td class="num font-semibold">{{ inc.layer }}</td>
<td>
<span>{{ methodLabel(inc.match_method) }}</span>
@if (inc.matched_txn_id) {
<div class="sub">Txn #{{ inc.matched_txn_id }}</div>
}
</td>
<td>
<span class="i4c-badge" [class]="outcomeClass(inc.outcome)">{{ inc.outcome || 'PENDING' }}</span>
<div class="sub">Code: {{ inc.status_code || '-' }}</div>
</td>
<td class="num">
@if (holdFor(inc.id); as hold) {
₹{{ hold.amount_held | number: '1.2-2' }}
@if (hold.shortfall > 0) {
<div class="sub err-text">Short: ₹{{ hold.shortfall | number: '1.2-2' }}</div>
}
} @else {
-
}
</td>
<td>{{ inc.remarks || '-' }}</td>
</tr>
}
</tbody>
</table>
</div>
</div>
<!-- Section 6 Findings -->
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="paper-plane"></fa-icon>
<span>Entries Reported to I4C (Section 6 Compliance)</span>
</div>
<div class="i4c-card__body i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>Incident</th>
<th>Transaction Type</th>
<th class="num">Amount (₹)</th>
<th class="num">Disputed (₹)</th>
<th>Status Code</th>
<th>Actions</th>
</tr>
</thead>
<tbody>
@for (f of data.findings; track f.id) {
<tr>
<td>
<b>{{ f.incident_id }}</b>
</td>
<td>{{ f.txn_type }} ({{ f.txn_type_id }})</td>
<td class="num">₹{{ f.amount | number: '1.2-2' }}</td>
<td class="num">₹{{ f.disputed_amount | number: '1.2-2' }}</td>
<td>
<span class="i4c-badge">{{ f.status_code }}</span>
</td>
<td>
<button class="table-action-btn" (click)="openEntry = openEntry === f.id ? null : f.id">
<fa-icon [icon]="openEntry === f.id ? 'eye-slash' : 'eye'"></fa-icon>
<span>{{ openEntry === f.id ? 'Hide JSON' : 'View JSON' }}</span>
</button>
</td>
</tr>
@if (openEntry === f.id) {
<tr class="finding-json-row">
<td colspan="6" class="finding-json-cell">
<div class="finding-json-box">
<div class="finding-json-head">
<span> <fa-icon icon="code"></fa-icon> Finding #{{ f.id }} Payload </span>
<button type="button" class="copy-chip" (click)="copyAck(pretty(f.entry_json))">
<fa-icon icon="copy"></fa-icon>
<span>Copy</span>
</button>
</div>
<pre class="i4c-json">{{ pretty(f.entry_json) }}</pre>
</div>
</td>
</tr>
}
} @empty {
<tr>
<td colspan="6" class="i4c-empty">No section 6 findings reported yet.</td>
</tr>
}
</tbody>
</table>
</div>
</div>
<!-- Outbox Delivery -->
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="history"></fa-icon>
<span>Delivery to I4C Outbox Queue</span>
</div>
<div class="i4c-card__body i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>Created At</th>
<th>Status</th>
<th class="num">Attempts</th>
<th>HTTP Code</th>
<th>Sent Timestamp</th>
<th>Error</th>
<th></th>
</tr>
</thead>
<tbody>
@for (o of data.outbox; track o.id) {
<tr>
<td>{{ o.created_at | date: 'dd MMM, HH:mm:ss' }}</td>
<td>
<span class="i4c-badge">{{ o.status }}</span>
</td>
<td class="num">{{ o.attempts }}</td>
<td>
<span class="font-mono">{{ o.http_status ?? '-' }}</span>
</td>
<td>{{ o.sent_at ? (o.sent_at | date: 'dd MMM, HH:mm:ss') : '-' }}</td>
<td class="err-text">{{ o.last_error || '-' }}</td>
<td>
@if (o.status === 'FAILED') {
<button mat-stroked-button color="warn" (click)="retry(o.id)" [disabled]="busy">
<fa-icon icon="redo"></fa-icon> Retry Send
</button>
}
</td>
</tr>
} @empty {
<tr>
<td colspan="7" class="i4c-empty">No response written to outbox yet.</td>
</tr>
}
</tbody>
</table>
</div>
</div>
<!-- Raw Payloads Accordion -->
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="code"></fa-icon>
<span>Cryptographic &amp; Raw Payloads Inspection</span>
<span class="i4c-toolbar__spacer"></span>
<button mat-button (click)="showRaw = !showRaw">
<fa-icon [icon]="showRaw ? 'eye-slash' : 'eye'"></fa-icon>
<span>{{ showRaw ? 'Hide Payloads' : 'Inspect Payloads' }}</span>
</button>
</div>
@if (showRaw) {
<div class="i4c-card__body payloads">
<div>
<div class="sub-title">Received from I4C Gateway (Sensitive credentials and PAN masked)</div>
<pre class="i4c-json">{{ pretty(data.raw_payload) }}</pre>
</div>
@for (o of data.outbox; track o.id) {
<div>
<div class="sub-title">Response #{{ o.id }} Sent to I4C</div>
<pre class="i4c-json">{{ pretty(o.payload) }}</pre>
</div>
}
</div>
}
</div>
}
</div>
@@ -0,0 +1,69 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
@use '../i4c' as *;
@include i4c-skin;
.ack-badge-strip {
display: flex;
align-items: center;
gap: 6px;
padding: 3px 10px;
border-radius: 9999px;
background: #f1f5f9;
border: 1px solid #e2e8f0;
.label {
font-size: 10px;
font-weight: 600;
color: #64748b;
}
.val {
font-size: 12px;
color: #0f172a;
}
}
.text-accent {
color: #2563eb;
}
.cat-chip {
display: inline-block;
padding: 1px 6px;
border-radius: 4px;
background: #f1f5f9;
font-size: 10px;
color: #475569;
}
.sub {
font-size: 10.5px;
color: #64748b;
margin-top: 1px;
}
.sub-title {
font-size: 11.5px;
font-weight: 600;
color: #475569;
margin-bottom: 4px;
}
.err-text {
color: #dc2626;
font-size: 11px;
}
.payloads {
display: flex;
flex-direction: column;
gap: 12px;
}
@@ -0,0 +1,166 @@
/**
* 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, inject } from '@angular/core';
import { DatePipe, DecimalPipe } from '@angular/common';
import { ActivatedRoute, RouterLink } from '@angular/router';
import { MatButtonModule } from '@angular/material/button';
import { MatProgressBarModule } from '@angular/material/progress-bar';
import { MatSnackBar } from '@angular/material/snack-bar';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { I4cService, i4cErrorMessage } from '../i4c.service';
/**
* One complaint from I4C end to end: what I4C sent, what the bank matched in its books, the holds it placed, every
* entry it reported back, and each attempt to deliver that report.
*/
@Component({
selector: 'mifosx-i4c-request-detail',
templateUrl: './i4c-request-detail.component.html',
styleUrls: ['./i4c-request-detail.component.scss'],
imports: [
DatePipe,
DecimalPipe,
RouterLink,
MatButtonModule,
MatProgressBarModule,
FaIconComponent
]
})
export class I4cRequestDetailComponent implements OnInit {
private i4c = inject(I4cService);
private route = inject(ActivatedRoute);
private snackBar = inject(MatSnackBar);
data: any = null;
loading = false;
busy = false;
error = '';
showRaw = false;
openEntry: number | null = null;
ngOnInit(): void {
this.load();
}
get id(): number {
return Number(this.route.snapshot.paramMap.get('id'));
}
load(): void {
this.loading = true;
this.error = '';
this.i4c.request(this.id).subscribe({
next: (d) => {
this.data = d;
this.loading = false;
},
error: (e) => {
this.error = i4cErrorMessage(e);
this.loading = false;
}
});
}
get canReprocess(): boolean {
return this.data?.status === 'RETRY' || this.data?.status === 'RECEIVED';
}
reprocess(): void {
this.busy = true;
this.i4c.reprocess(this.id).subscribe({
next: (d) => {
this.data = d;
this.busy = false;
this.snackBar.open('Complaint processed again.', 'OK', { duration: 3000 });
},
error: (e) => {
this.busy = false;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 });
}
});
}
retry(outboxId: number): void {
this.busy = true;
this.i4c.retryOutbox(outboxId).subscribe({
next: (r) => {
this.busy = false;
this.snackBar.open(
r?.sent ? 'Response delivered to I4C.' : 'Retry queued; it will be sent again shortly.',
'OK',
{
duration: 4000
}
);
this.load();
},
error: (e) => {
this.busy = false;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 });
}
});
}
findingsFor(incidentId: number): any[] {
return (this.data?.findings || []).filter((f: any) => f.incident_id === incidentId);
}
holdFor(incidentId: number): any {
return (this.data?.holds || []).find((h: any) => h.incident_id === incidentId);
}
pretty(json: string): string {
try {
return JSON.stringify(JSON.parse(json), null, 2);
} catch {
return json;
}
}
outcomeClass(outcome: string): string {
switch (outcome) {
case 'HELD':
case 'TRACED':
return 'i4c-badge--green';
case 'PARTIALLY_HELD':
case 'PROSPECTIVE_HOLD':
return 'i4c-badge--amber';
case 'NOT_FOUND':
case 'NO_MATCH':
case 'NOT_HOLDABLE':
case 'ERROR':
return 'i4c-badge--red';
default:
return '';
}
}
methodLabel(method: string): string {
switch (method) {
case 'RRN_FUND_TRANSFER':
return 'RRN on outward transfer';
case 'RRN_REFERENCE_TEXT':
return 'RRN in transaction narration';
case 'AMOUNT_DATE':
return 'Amount + date (no RRN in CBS)';
case 'NONE':
return 'Not matched';
default:
return method || '-';
}
}
copyAck(text: string): void {
if (!text) {
return;
}
navigator.clipboard.writeText(text);
this.snackBar.open(`Copied: ${text}`, 'OK', { duration: 2500 });
}
}
@@ -0,0 +1,566 @@
<!--
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="i4c-page">
<!-- Modern Toolbar & Filter Chips -->
<div class="i4c-toolbar">
<div class="i4c-filter-chips">
<button class="filter-chip" [class.filter-chip--active]="status === ''" (click)="setStatus('')">
<span>All Complaints</span>
</button>
@for (s of statuses; track s) {
<button class="filter-chip" [class.filter-chip--active]="status === s" (click)="setStatus(s)">
<span>{{ s }}</span>
</button>
}
</div>
<span class="i4c-toolbar__spacer"></span>
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="search-input">
<mat-label>Search acknowledgement / account / job id</mat-label>
<input matInput [(ngModel)]="search" (keyup.enter)="load(true)" placeholder="Type & hit enter..." />
</mat-form-field>
<button mat-flat-button color="primary" class="search-btn" (click)="load(true)">
<fa-icon icon="search"></fa-icon> Search
</button>
<span class="count-tag">{{ total }} records</span>
</div>
<div class="i4c-filter-bar">
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Sub-category</mat-label>
<input matInput [(ngModel)]="subCategory" (keyup.enter)="load(true)" (blur)="load(true)" placeholder="e.g. UPI" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Layer</mat-label>
<mat-select [(ngModel)]="layer" (selectionChange)="load(true)">
<mat-option value="">All layers</mat-option>
<mat-option value="0">Layer 0 (victim's account)</mat-option>
<mat-option value="1">Layer 1+ (money landed here)</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Response to I4C</mat-label>
<mat-select [(ngModel)]="response" (selectionChange)="load(true)">
<mat-option value="">Any</mat-option>
<mat-option value="SENT">Sent</mat-option>
<mat-option value="PENDING">Pending / sending</mat-option>
<mat-option value="FAILED">Failed</mat-option>
<mat-option value="NONE">Not yet created</mat-option>
</mat-select>
</mat-form-field>
<mifosx-i4c-date-range label="Received" [range]="dates" (rangeChange)="onDates($event)"></mifosx-i4c-date-range>
<button mat-stroked-button class="i4c-filter-bar__clear" (click)="clearFilters()" [disabled]="!hasFilters">
<fa-icon icon="times"></fa-icon> Clear filters
</button>
</div>
@if (loading) {
<mat-progress-bar mode="indeterminate"></mat-progress-bar>
}
@if (error) {
<div class="i4c-error">
<fa-icon icon="exclamation-circle"></fa-icon>
<span>{{ error }}</span>
</div>
}
<!-- Complaints Data Table -->
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="inbox"></fa-icon>
<span>I4C-MHA Cyber Fraud Complaints Log</span>
<span class="head-hint">Click any complaint to open modern detail popup window</span>
</div>
<div class="i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>Received</th>
<th>Acknowledgement No.</th>
<th>Sub-Category</th>
<th>Target Account</th>
<th class="num">Layer</th>
<th class="num">Incidents</th>
<th class="num">Held (₹)</th>
<th>Status</th>
<th>I4C Response</th>
</tr>
</thead>
<tbody>
@for (row of rows; track row.id) {
<tr class="clickable" (click)="openModal(row)">
<td>
<span class="date-main">{{ row.received_at | date: 'dd MMM yyyy' }}</span>
<div class="sub">{{ row.received_at | date: 'HH:mm:ss' }}</div>
</td>
<td>
<div class="ack-cell">
<span class="ack-no">{{ row.acknowledgement_no }}</span>
<button
class="copy-chip"
(click)="copyAck(row.acknowledgement_no, 'ack-' + row.id, $event)"
title="Copy Ack No."
>
<fa-icon icon="copy"></fa-icon>
<span>{{ copiedId === 'ack-' + row.id ? 'Copied' : 'Copy' }}</span>
</button>
</div>
<div class="sub">Job: {{ row.job_id }}</div>
</td>
<td>
<span class="cat-pill">{{ row.sub_category || 'N/A' }}</span>
</td>
<td>
<b>{{ row.payer_account_number }}</b>
</td>
<td class="num font-semibold">{{ row.max_layer }}</td>
<td class="num">{{ row.incidents }}</td>
<td class="num font-bold">₹{{ row.amount_held | number: '1.2-2' }}</td>
<td>
<span class="i4c-badge" [class]="statusClass(row.status)">{{ row.status }}</span>
@if (row.processing_error) {
<div class="sub err-text" [title]="row.processing_error">{{ row.processing_error }}</div>
}
</td>
<td>
<span class="i4c-badge" [class]="responseClass(row.response_status)">
{{ row.response_status || 'NOT YET' }}
</span>
</td>
</tr>
} @empty {
<tr>
<td colspan="9" class="i4c-empty">
<div class="empty-icon"><fa-icon icon="inbox"></fa-icon></div>
<div>No complaints from I4C matched your query.</div>
</td>
</tr>
}
</tbody>
</table>
</div>
<mat-paginator
class="i4c-paginator"
[length]="total"
[pageIndex]="pageIndex"
[pageSize]="pageSize"
[pageSizeOptions]="pageSizes"
(page)="onPage($event)"
showFirstLastButtons
aria-label="Complaints pages"
></mat-paginator>
</div>
<!-- ========================================================
MODERN POPUP WINDOW: COMPLAINT DETAILS MODAL
======================================================== -->
@if (selectedComplaint) {
<div class="i4c-modal-backdrop" (click)="closeModal()">
<div class="i4c-modal-window i4c-modal-window--wide" (click)="$event.stopPropagation()">
<!-- Header -->
<div class="i4c-modal-header">
<div class="i4c-modal-header__title">
<fa-icon icon="inbox"></fa-icon>
<div>
<div class="modal-title-row">
<span>Ack #{{ selectedComplaint.acknowledgement_no }}</span>
<span class="i4c-badge" [class]="statusClass(selectedComplaint.status)">{{
selectedComplaint.status
}}</span>
<button class="copy-chip" (click)="copyAck(selectedComplaint.acknowledgement_no, 'modal-ack')">
<fa-icon icon="copy"></fa-icon>
<span>{{ copiedId === 'modal-ack' ? 'Copied' : 'Copy Ack' }}</span>
</button>
</div>
<div class="i4c-modal-header__sub">
Job ID: {{ selectedComplaint.job_id }} • Received:
{{ selectedComplaint.received_at | date: 'dd MMM yyyy, HH:mm:ss' }}
</div>
</div>
</div>
<div class="i4c-modal-header__actions">
<button class="modal-close-btn" (click)="closeModal()" aria-label="Close">
<fa-icon icon="times"></fa-icon>
</button>
</div>
</div>
<!-- Navigation Tabs inside the Modal -->
<div class="i4c-modal-tabs">
<button class="modal-tab" [class.modal-tab--active]="modalTab === 'overview'" (click)="modalTab = 'overview'">
<fa-icon icon="info-circle"></fa-icon> Overview &amp; Account
</button>
<button
class="modal-tab"
[class.modal-tab--active]="modalTab === 'incidents'"
(click)="modalTab = 'incidents'"
>
<fa-icon icon="tasks"></fa-icon> Incidents ({{
selectedComplaint.incidents?.length || selectedComplaint.incidents || 0
}})
</button>
<button class="modal-tab" [class.modal-tab--active]="modalTab === 'findings'" (click)="modalTab = 'findings'">
<fa-icon icon="list-alt"></fa-icon> Section 6 Findings ({{ selectedComplaint.findings?.length || 0 }})
</button>
<button class="modal-tab" [class.modal-tab--active]="modalTab === 'outbox'" (click)="modalTab = 'outbox'">
<fa-icon icon="paper-plane"></fa-icon> Outbox Responses ({{ selectedComplaint.outbox?.length || 0 }})
</button>
<button class="modal-tab" [class.modal-tab--active]="modalTab === 'payloads'" (click)="modalTab = 'payloads'">
<fa-icon icon="code"></fa-icon> Raw JSON
</button>
</div>
<!-- Modal Body -->
<div class="i4c-modal-body">
@if (detailLoading) {
<mat-progress-bar mode="indeterminate"></mat-progress-bar>
}
@if (detailError) {
<div class="i4c-error">{{ detailError }}</div>
}
<!-- TAB 1: OVERVIEW -->
@if (modalTab === 'overview') {
<div class="i4c-grid-2">
<div class="i4c-card">
<div class="i4c-card__head"><fa-icon icon="user-shield"></fa-icon> Target Customer Account</div>
<div class="i4c-card__body">
<dl class="i4c-kv">
<dt>Account Number</dt>
<dd>
<b>{{ selectedComplaint.payer_account_number }}</b>
</dd>
<dt>Sub-Category</dt>
<dd>{{ selectedComplaint.sub_category }}</dd>
<dt>Complainant Bank</dt>
<dd>
{{ selectedComplaint.payer_bank }}
{{ selectedComplaint.payer_bank_code ? '(' + selectedComplaint.payer_bank_code + ')' : '' }}
</dd>
<dt>Payment Mode</dt>
<dd>
{{ selectedComplaint.mode_of_payment || 'N/A' }}
{{ selectedComplaint.transaction_type ? '/ ' + selectedComplaint.transaction_type : '' }}
</dd>
<dt>Wallet Reference</dt>
<dd>{{ selectedComplaint.wallet || 'None' }}</dd>
<dt>State / District</dt>
<dd>{{ selectedComplaint.state }} / {{ selectedComplaint.district }}</dd>
<dt>Source IP</dt>
<dd>{{ selectedComplaint.source_ip || '-' }}</dd>
</dl>
</div>
</div>
<div class="i4c-card">
<div class="i4c-card__head"><fa-icon icon="sync"></fa-icon> Processing Status</div>
<div class="i4c-card__body">
<dl class="i4c-kv">
<dt>Processing Status</dt>
<dd>
<span class="i4c-badge" [class]="statusClass(selectedComplaint.status)">{{
selectedComplaint.status
}}</span>
</dd>
<dt>Processing Attempts</dt>
<dd>{{ selectedComplaint.processing_attempts ?? 1 }}</dd>
<dt>Processed Timestamp</dt>
<dd>
{{
selectedComplaint.processed_at
? (selectedComplaint.processed_at | date: 'dd MMM yyyy, HH:mm:ss')
: 'Pending processing'
}}
</dd>
<dt>Total Held Amount</dt>
<dd>
<b class="amount-accent">₹{{ selectedComplaint.amount_held | number: '1.2-2' }}</b>
</dd>
<dt>Response to I4C</dt>
<dd>
<span class="i4c-badge" [class]="responseClass(selectedComplaint.response_status)">
{{ selectedComplaint.response_status || 'NOT YET SENT' }}
</span>
</dd>
@if (selectedComplaint.processing_error) {
<dt>Last Error</dt>
<dd class="err-text">{{ selectedComplaint.processing_error }}</dd>
}
</dl>
</div>
</div>
</div>
}
<!-- TAB 2: INCIDENTS -->
@if (modalTab === 'incidents') {
<div class="i4c-card">
<div class="i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>#</th>
<th>RRN</th>
<th>Date</th>
<th class="num">Amount (₹)</th>
<th class="num">Disputed (₹)</th>
<th class="num">Layer</th>
<th>Matched By</th>
<th>Outcome</th>
<th class="num">Held (₹)</th>
</tr>
</thead>
<tbody>
@for (inc of selectedComplaint.incidents; track inc.id) {
<tr>
<td>
<b>{{ inc.seq_no }}</b>
</td>
<td>{{ inc.rrn }}</td>
<td>{{ inc.transaction_date }} {{ inc.transaction_time }}</td>
<td class="num">{{ inc.amount | number: '1.2-2' }}</td>
<td class="num">{{ inc.disputed_amount | number: '1.2-2' }}</td>
<td class="num">{{ inc.layer }}</td>
<td>
<span>{{ inc.match_method || 'EXACT' }}</span>
@if (inc.matched_txn_id) {
<div class="sub">Txn #{{ inc.matched_txn_id }}</div>
}
</td>
<td>
<span class="i4c-badge" [class]="outcomeClass(inc.outcome)">{{
inc.outcome || 'PENDING'
}}</span>
<div class="sub">Code: {{ inc.status_code || '-' }}</div>
</td>
<td class="num">
@if (holdFor(inc.id); as hold) {
₹{{ hold.amount_held | number: '1.2-2' }}
@if (hold.shortfall > 0) {
<div class="sub err-text">Short ₹{{ hold.shortfall | number: '1.2-2' }}</div>
}
} @else {
-
}
</td>
</tr>
} @empty {
<tr>
<td colspan="9" class="i4c-empty">No incident details found.</td>
</tr>
}
</tbody>
</table>
</div>
</div>
}
<!-- TAB 3: FINDINGS (SECTION 6) -->
@if (modalTab === 'findings') {
<div class="i4c-card">
<div class="i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>Incident ID</th>
<th>Transaction Type</th>
<th class="num">Amount (₹)</th>
<th class="num">Disputed (₹)</th>
<th>Status Code</th>
<th>Raw JSON</th>
</tr>
</thead>
<tbody>
@for (f of selectedComplaint.findings; track f.id) {
<tr>
<td>{{ f.incident_id }}</td>
<td>{{ f.txn_type }} ({{ f.txn_type_id }})</td>
<td class="num">₹{{ f.amount | number: '1.2-2' }}</td>
@if (f.disputed_amount === null || f.disputed_amount === undefined) {
<td
class="num muted-cell"
title="The specification has no disputed amount in a Transaction Put on Hold entry"
>
-
</td>
} @else {
<td class="num">₹{{ f.disputed_amount | number: '1.2-2' }}</td>
}
<td>
<span
class="i4c-badge"
[class]="statusCodeClass(f.status_code)"
[title]="statusCodeMeaning(f.status_code)"
>
{{ f.status_code }} · {{ statusCodeMeaning(f.status_code) }}
</span>
</td>
<td>
<button class="table-action-btn" (click)="toggleFindingJson(f.id)">
{{ openFindingJsonId === f.id ? 'Hide JSON' : 'View JSON' }}
</button>
</td>
</tr>
@if (openFindingJsonId === f.id) {
<tr class="finding-json-row">
<td colspan="6" class="finding-json-cell">
<div class="finding-json-box">
<div class="finding-json-head">
<span> <fa-icon icon="code"></fa-icon> Finding #{{ f.id }} Payload </span>
<button
type="button"
class="copy-chip"
(click)="copyAck(prettyJson(f.entry_json), 'finding-' + f.id, $event)"
>
<fa-icon icon="copy"></fa-icon>
<span>{{ copiedId === 'finding-' + f.id ? 'Copied!' : 'Copy' }}</span>
</button>
</div>
<pre class="i4c-json">{{ prettyJson(f.entry_json) }}</pre>
</div>
</td>
</tr>
}
} @empty {
<tr>
<td colspan="6" class="i4c-empty">No section 6 findings reported yet.</td>
</tr>
}
</tbody>
</table>
</div>
</div>
}
<!-- TAB 4: OUTBOX RESPONSES -->
@if (modalTab === 'outbox') {
<div class="i4c-card">
<div class="i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>Created</th>
<th title="ACK: separate acknowledgement callback. RESPONSE: the Section 6 findings.">Type</th>
<th>Status</th>
<th class="num">Attempts</th>
<th>HTTP Code</th>
<th>Sent Time</th>
<th>Error</th>
<th>Action</th>
</tr>
</thead>
<tbody>
@for (o of selectedComplaint.outbox; track o.id) {
<tr>
<td>{{ o.created_at | date: 'dd MMM, HH:mm:ss' }}</td>
<td>
<span class="i4c-badge" [class.i4c-badge--blue]="o.message_type === 'ACK'">{{
o.message_type === 'ACK' ? 'ACK' : 'RESPONSE'
}}</span>
</td>
<td>
<span class="i4c-badge" [class]="responseClass(o.status)">{{ o.status }}</span>
</td>
<td class="num">{{ o.attempts }}</td>
<td>{{ o.http_status ?? '-' }}</td>
<td>{{ o.sent_at ? (o.sent_at | date: 'dd MMM, HH:mm:ss') : '-' }}</td>
<td class="err-text">{{ o.last_error }}</td>
<td>
@if (o.status === 'FAILED') {
<button
class="table-action-btn"
(click)="retryOutboxItem(o.id)"
[disabled]="retryingOutboxId === o.id"
>
<fa-icon
icon="redo"
[animation]="retryingOutboxId === o.id ? 'spin' : undefined"
></fa-icon>
Retry
</button>
}
</td>
</tr>
} @empty {
<tr>
<td colspan="8" class="i4c-empty">No outbox delivery records yet.</td>
</tr>
}
</tbody>
</table>
</div>
</div>
}
<!-- TAB 5: RAW PAYLOADS -->
@if (modalTab === 'payloads') {
<div class="payloads-view">
<div class="payload-box">
<div class="payload-box__title">
<fa-icon icon="inbox"></fa-icon>
<span>Payload Received from I4C Gateway (Masked)</span>
<button class="copy-chip" (click)="copyAck(prettyJson(selectedComplaint.raw_payload), 'payload-in')">
<fa-icon icon="copy"></fa-icon> Copy
</button>
</div>
<pre class="i4c-json">{{ prettyJson(selectedComplaint.raw_payload) }}</pre>
</div>
@for (o of selectedComplaint.outbox; track o.id) {
<div class="payload-box">
<div class="payload-box__title">
<fa-icon icon="paper-plane"></fa-icon>
<span>Response #{{ o.id }} Delivered to I4C</span>
<button class="copy-chip" (click)="copyAck(prettyJson(o.payload), 'payload-out-' + o.id)">
<fa-icon icon="copy"></fa-icon> Copy
</button>
</div>
<pre class="i4c-json">{{ prettyJson(o.payload) }}</pre>
</div>
}
</div>
}
</div>
<!-- Footer -->
<div class="i4c-modal-footer">
@if (selectedComplaint.status === 'RETRY' || selectedComplaint.status === 'PROCESSING') {
<button
mat-flat-button
color="primary"
(click)="reprocessModal(selectedComplaint.id)"
[disabled]="reprocessing"
>
<fa-icon icon="redo" [animation]="reprocessing ? 'spin' : undefined"></fa-icon> Process Now
</button>
}
<button mat-stroked-button (click)="openFullPage(selectedComplaint.id)">
<fa-icon icon="external-link-alt"></fa-icon> Open in Full Page
</button>
<button class="footer-btn-close" (click)="closeModal()">Close</button>
</div>
</div>
</div>
}
</div>
@@ -0,0 +1,180 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
@use '../i4c' as *;
@include i4c-skin;
.search-input {
width: 240px;
}
.search-btn {
height: 38px;
border-radius: 8px;
font-weight: 600;
font-size: 11.5px;
}
.count-tag {
font-size: 11px;
font-weight: 700;
color: #64748b;
background: #f1f5f9;
padding: 2px 7px;
border-radius: 9999px;
border: 1px solid #e2e8f0;
}
.head-hint {
margin-left: auto;
font-size: 11px;
color: #94a3b8;
font-weight: normal;
}
.ack-cell {
display: flex;
align-items: center;
gap: 6px;
.ack-no {
font-weight: 700;
color: #0f172a;
font-size: 12px;
}
}
.date-main {
font-weight: 600;
color: #1e293b;
}
.cat-pill {
display: inline-block;
padding: 1px 6px;
border-radius: 4px;
background: #f1f5f9;
font-size: 10px;
color: #475569;
}
.modal-title-row {
display: flex;
align-items: center;
gap: 8px;
}
.sub {
font-size: 10.5px;
color: #64748b;
margin-top: 1px;
}
.err-text {
color: #dc2626;
font-size: 10.5px;
max-width: 220px;
overflow: hidden;
text-overflow: ellipsis;
white-space: nowrap;
}
.amount-accent {
color: #0f172a;
font-size: 13px;
}
.payloads-view {
display: flex;
flex-direction: column;
gap: 12px;
}
.payload-box {
display: flex;
flex-direction: column;
gap: 6px;
&__title {
display: flex;
align-items: center;
gap: 6px;
font-size: 12px;
font-weight: 700;
color: #1e293b;
fa-icon {
color: #2563eb;
}
}
}
.footer-btn-close {
padding: 6px 14px;
border-radius: 8px;
background: #e2e8f0;
color: #334155;
border: none;
font-size: 11.5px;
font-weight: 600;
cursor: pointer;
transition: all 0.2s;
&:hover {
background: #cbd5e1;
color: #0f172a;
}
}
.finding-json-cell {
padding: 12px 16px !important;
background: #0b1329 !important;
border-bottom: 2px solid #1e293b !important;
}
.finding-json-box {
display: flex;
flex-direction: column;
gap: 8px;
.finding-json-head {
display: flex;
align-items: center;
justify-content: space-between;
font-size: 11px;
font-weight: 600;
color: #94a3b8;
padding-bottom: 6px;
border-bottom: 1px solid #1e293b;
fa-icon {
color: #60a5fa;
}
}
/* Shown at full length: the popup body is the one scroll area, so nothing hides behind the footer. */
pre.i4c-json {
max-height: none;
overflow: visible;
border: none;
background: transparent;
padding: 6px 0 16px;
box-shadow: none;
white-space: pre-wrap;
word-break: break-all;
font-size: 11px;
line-height: 1.6;
color: #38bdf8;
}
}
.muted-cell {
color: #94a3b8;
cursor: help;
}
@@ -0,0 +1,320 @@
/**
* 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, inject } from '@angular/core';
import { DatePipe, DecimalPipe } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { ActivatedRoute, Router } from '@angular/router';
import { MatButtonModule } from '@angular/material/button';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatInputModule } from '@angular/material/input';
import { MatSelectModule } from '@angular/material/select';
import { MatProgressBarModule } from '@angular/material/progress-bar';
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
import { MatSnackBar } from '@angular/material/snack-bar';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { I4cService, i4cErrorMessage } from '../i4c.service';
import { ALL_DATES, I4cDateRange, I4cDateRangeComponent } from '../i4c-date-range/i4c-date-range.component';
/** Every complaint I4C has pushed to the bank, newest first. */
@Component({
selector: 'mifosx-i4c-requests',
templateUrl: './i4c-requests.component.html',
styleUrls: ['./i4c-requests.component.scss'],
imports: [
DatePipe,
DecimalPipe,
FormsModule,
MatButtonModule,
MatFormFieldModule,
MatInputModule,
MatSelectModule,
MatProgressBarModule,
MatPaginatorModule,
I4cDateRangeComponent,
FaIconComponent
]
})
export class I4cRequestsComponent implements OnInit {
private i4c = inject(I4cService);
private route = inject(ActivatedRoute);
private router = inject(Router);
private snackBar = inject(MatSnackBar);
readonly statuses = [
'RECEIVED',
'PROCESSING',
'RETRY',
'PROCESSED'
];
rows: any[] = [];
status = '';
search = '';
subCategory = '';
layer = '';
response = '';
dates: I4cDateRange = { ...ALL_DATES };
total = 0;
pageIndex = 0;
pageSize = 20;
readonly pageSizes = [
10,
20,
50,
100
];
loading = false;
error = '';
// Popup Window Modal state
selectedComplaint: any = null;
detailLoading = false;
detailError = '';
modalTab: 'overview' | 'incidents' | 'findings' | 'outbox' | 'payloads' = 'overview';
openFindingJsonId: number | null = null;
reprocessing = false;
retryingOutboxId: number | null = null;
copiedId = '';
ngOnInit(): void {
this.status = this.route.snapshot.queryParamMap.get('status') || '';
this.load();
}
/** Reload the current page; a changed filter passes `fromFirstPage` so the officer lands on page one. */
load(fromFirstPage = false): void {
if (fromFirstPage) {
this.pageIndex = 0;
}
this.loading = true;
this.error = '';
this.i4c
.requests({
status: this.status,
search: this.search.trim(),
subCategory: this.subCategory.trim(),
layer: this.layer,
response: this.response,
fromDate: this.dates.fromDate,
toDate: this.dates.toDate,
offset: this.pageIndex * this.pageSize,
limit: this.pageSize
})
.subscribe({
next: (page) => {
this.rows = page.pageItems;
this.total = page.totalFilteredRecords;
this.loading = false;
},
error: (e) => {
this.error = i4cErrorMessage(e);
this.loading = false;
}
});
}
setStatus(s: string): void {
this.status = s;
this.load(true);
}
onPage(e: PageEvent): void {
this.pageIndex = e.pageIndex;
this.pageSize = e.pageSize;
this.load();
}
onDates(range: I4cDateRange): void {
this.dates = range;
this.load(true);
}
get hasFilters(): boolean {
return !!(
this.status ||
this.search ||
this.subCategory ||
this.layer ||
this.response ||
this.dates.preset !== 'ALL'
);
}
clearFilters(): void {
this.status = '';
this.search = '';
this.subCategory = '';
this.layer = '';
this.response = '';
this.dates = { ...ALL_DATES };
this.load(true);
}
// Open in Modern Popup Window Modal
openModal(row: any): void {
this.detailLoading = true;
this.detailError = '';
this.modalTab = 'overview';
this.openFindingJsonId = null;
this.selectedComplaint = { ...row };
this.i4c.request(row.id).subscribe({
next: (full) => {
// Keep the list figures (held amount, response status) if the detail lacks them.
this.selectedComplaint = { ...row, ...full };
this.detailLoading = false;
},
error: (e) => {
this.detailError = i4cErrorMessage(e);
this.detailLoading = false;
}
});
}
closeModal(): void {
this.selectedComplaint = null;
}
toggleFindingJson(id: number): void {
this.openFindingJsonId = this.openFindingJsonId === id ? null : id;
}
// Open in Full Page view
openFullPage(id: number): void {
this.closeModal();
this.router.navigate([id], { relativeTo: this.route });
}
reprocessModal(id: number): void {
this.reprocessing = true;
this.i4c.reprocess(id).subscribe({
next: () => {
this.reprocessing = false;
this.snackBar.open('Complaint queued for reprocessing.', 'OK', { duration: 4000 });
this.openModal({ id });
this.load();
},
error: (e) => {
this.reprocessing = false;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 });
}
});
}
retryOutboxItem(id: number): void {
this.retryingOutboxId = id;
this.i4c.retryOutbox(id).subscribe({
next: (r) => {
this.retryingOutboxId = null;
this.snackBar.open(r?.sent ? 'Delivered to I4C.' : 'Queued for retry.', 'OK', { duration: 4000 });
if (this.selectedComplaint?.id) {
this.openModal({ id: this.selectedComplaint.id });
}
},
error: (e) => {
this.retryingOutboxId = null;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 });
}
});
}
copyAck(text: string, id: string, event?: Event): void {
if (event) {
event.stopPropagation();
}
if (!text) {
return;
}
navigator.clipboard.writeText(text);
this.copiedId = id;
this.snackBar.open(`Copied: ${text}`, 'OK', { duration: 2500 });
setTimeout(() => {
if (this.copiedId === id) {
this.copiedId = '';
}
}, 2000);
}
/** What a section 6 status_code means, as I4C reads it. */
statusCodeMeaning(code: string): string {
switch (code) {
case '00':
return 'Success';
case '01':
return 'Record not found';
case '02':
return 'Invalid RRN';
case '70010':
return 'Not processed';
default:
return code ? 'Code ' + code : 'No code';
}
}
statusCodeClass(code: string): string {
return code === '00' ? 'i4c-badge--green' : code === '01' || code === '02' ? 'i4c-badge--amber' : 'i4c-badge--red';
}
prettyJson(val: any): string {
if (!val) {
return '';
}
try {
const parsed = typeof val === 'string' ? JSON.parse(val) : val;
return JSON.stringify(parsed, null, 2);
} catch {
return String(val);
}
}
statusClass(status: string): string {
switch (status) {
case 'PROCESSED':
return 'i4c-badge--green';
case 'RETRY':
return 'i4c-badge--red';
case 'PROCESSING':
case 'RECEIVED':
return 'i4c-badge--amber';
default:
return '';
}
}
responseClass(status: string): string {
switch (status) {
case 'SENT':
return 'i4c-badge--green';
case 'FAILED':
return 'i4c-badge--red';
case 'PENDING':
case 'SENDING':
return 'i4c-badge--amber';
default:
return '';
}
}
outcomeClass(outcome: string): string {
switch (outcome) {
case 'HELD':
return 'i4c-badge--green';
case 'SHORT':
return 'i4c-badge--amber';
case 'NOT_FOUND':
case 'FAILED':
return 'i4c-badge--red';
default:
return '';
}
}
holdFor(incidentId: number): any {
return (this.selectedComplaint?.holds || []).find((h: any) => h.incident_id === incidentId);
}
}
@@ -0,0 +1,682 @@
<!--
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="i4c-page">
<div class="i4c-toolbar">
<div class="i4c-filter-chips">
<button
class="filter-chip"
[class.filter-chip--active]="role === 'BENEFICIARY_BANK'"
(click)="setRole('BENEFICIARY_BANK')"
>
<fa-icon icon="hand-holding-usd"></fa-icon> <span>Money held here (beneficiary bank)</span>
</button>
<button class="filter-chip" [class.filter-chip--active]="role === 'VICTIM_BANK'" (click)="setRole('VICTIM_BANK')">
<fa-icon icon="user"></fa-icon> <span>Our customer is the victim (victim bank)</span>
</button>
</div>
<span class="i4c-toolbar__spacer"></span>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Layer 0 ack no.</mat-label>
<input matInput [(ngModel)]="victimAck" (keyup.enter)="openVictimCase()" />
</mat-form-field>
<button mat-stroked-button (click)="openVictimCase()" [disabled]="!victimAck.trim()">
<fa-icon icon="plus"></fa-icon> Open victim-bank case
</button>
<span class="count-tag">{{ total }} records</span>
</div>
<div class="i4c-filter-bar">
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="search-input">
<mat-label>MR id / ack / victim / account / UTR</mat-label>
<input matInput [(ngModel)]="search" (keyup.enter)="load(true)" (blur)="load(true)" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Status</mat-label>
<mat-select [(ngModel)]="status" (selectionChange)="load(true)">
<mat-option value="OPEN">All open</mat-option>
<mat-option value="">All</mat-option>
@for (s of statuses; track s.value) {
<mat-option [value]="s.value">{{ s.label }}</mat-option>
}
</mat-select>
</mat-form-field>
@if (role === 'BENEFICIARY_BANK') {
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Bank action</mat-label>
<mat-select [(ngModel)]="bankAction" (selectionChange)="load(true)">
<mat-option value="">Any</mat-option>
<mat-option value="PENDING">Pending</mat-option>
@for (a of bankActions; track a.value) {
<mat-option [value]="a.value">{{ a.label }}</mat-option>
}
</mat-select>
</mat-form-field>
}
<mifosx-i4c-date-range label="Opened" [range]="dates" (rangeChange)="onDates($event)"></mifosx-i4c-date-range>
<button mat-stroked-button class="i4c-filter-bar__clear" (click)="clearFilters()" [disabled]="!hasFilters">
<fa-icon icon="times"></fa-icon> Clear filters
</button>
</div>
@if (loading) {
<mat-progress-bar mode="indeterminate"></mat-progress-bar>
}
@if (error) {
<div class="i4c-error">
<fa-icon icon="exclamation-circle"></fa-icon> <span>{{ error }}</span>
</div>
}
<div class="i4c-card">
<div class="i4c-card__head">
<fa-icon icon="hand-holding-usd"></fa-icon>
<span>MRM Money Restoration</span>
<span class="head-hint"
>Assess a hold for MRM from the hold (Holds Register → hold → GRM / MRM). Click a row to work on it.</span
>
</div>
<div class="i4c-table-wrap">
<table class="i4c-table">
<thead>
<tr>
<th>Opened</th>
<th>Ack / MR id</th>
@if (role === 'BENEFICIARY_BANK') {
<th>Account on hold</th>
<th>Basis</th>
<th class="num">Restorable (₹)</th>
}
<th>Victim</th>
<th>Status</th>
<th>Money</th>
</tr>
</thead>
<tbody>
@for (r of rows; track r.id) {
<tr class="clickable" (click)="open(r.id)">
<td>
{{ r.created_at | date: 'dd MMM yyyy' }}
<div class="sub">{{ r.created_by }}</div>
</td>
<td>
<b>{{ r.acknowledgement_no }}</b>
<div class="sub">{{ r.mrm_request_no || 'no MR id yet' }}</div>
</td>
@if (role === 'BENEFICIARY_BANK') {
<td>
{{ r.hold_account_no }}
<div class="sub">{{ r.client_name }} · held ₹{{ r.amount_held | number: '1.2-2' }}</div>
</td>
<td>{{ label(bases, r.basis) }}</td>
<td class="num">{{ r.restorable_amount | number: '1.2-2' }}</td>
}
<td>
{{ r.victim_name || '-' }}
<div class="sub">{{ r.victim_account_no }} {{ r.victim_ifsc }}</div>
</td>
<td>
<span
class="i4c-badge"
[class.i4c-badge--green]="r.status === 'RESTORED' || r.status === 'RECEIVED'"
[class.i4c-badge--amber]="
r.status === 'IN_POOL' || r.status === 'TRANSFER_PENDING' || r.status === 'AWAITING_APPROVAL'
"
>{{ label(statuses, r.status) }}</span
>
@if (r.bank_action && r.bank_action !== 'PENDING') {
<div class="sub">{{ r.bank_action }}</div>
}
@if (r.transfer_error) {
<div class="sub err-text">{{ r.transfer_error }}</div>
}
</td>
<td>
@if (r.role === 'VICTIM_BANK') {
{{
r.received_amount
? '₹' + (r.received_amount | number: '1.2-2') + ' received'
: r.victim_status || '-'
}}
} @else {
{{ r.restored_amount ? '₹' + (r.restored_amount | number: '1.2-2') : '-' }}
<div class="sub">{{ r.utr || r.transfer_status || '' }}{{ r.mrm_updated ? ' · on MRM' : '' }}</div>
}
</td>
</tr>
} @empty {
<tr>
<td [attr.colspan]="role === 'BENEFICIARY_BANK' ? 8 : 5" class="i4c-empty">
No restorations match these filters.
</td>
</tr>
}
</tbody>
</table>
</div>
<mat-paginator
class="i4c-paginator"
[length]="total"
[pageIndex]="pageIndex"
[pageSize]="pageSize"
[pageSizeOptions]="pageSizes"
(page)="onPage($event)"
showFirstLastButtons
aria-label="Restoration pages"
></mat-paginator>
</div>
@if (selected; as r) {
<div class="i4c-modal-backdrop" (click)="close()">
<div class="i4c-modal-window i4c-modal-window--wide" (click)="$event.stopPropagation()">
<div class="i4c-modal-header">
<div class="i4c-modal-header__title">
<fa-icon icon="hand-holding-usd"></fa-icon>
<div>
<div class="modal-title-row">
<span
>{{ isVictim ? 'Victim-bank case' : 'Restoration' }} #{{ r.id }} · Ack
{{ r.acknowledgement_no }}</span
>
<span class="i4c-badge">{{ label(statuses, r.status) }}</span>
@if (r.mrm_updated) {
<span class="i4c-badge i4c-badge--green">ON MRM</span>
}
</div>
<div class="i4c-modal-header__sub">
@if (isVictim) {
Our customer's account {{ r.victim_account_no }}
} @else {
Held on {{ r.hold_account_no }} ({{ r.client_name }}): ₹{{ r.amount_held | number: '1.2-2' }} ·
disputed ₹{{ r.disputed_amount | number: '1.2-2' }}
}
</div>
</div>
</div>
<div class="i4c-modal-header__actions">
<button class="modal-close-btn" (click)="close()" aria-label="Close">
<fa-icon icon="times"></fa-icon>
</button>
</div>
</div>
<div class="i4c-modal-tabs">
<button class="modal-tab" [class.modal-tab--active]="tab === 'workflow'" (click)="tab = 'workflow'">
<fa-icon icon="tasks"></fa-icon> Next step
</button>
<button class="modal-tab" [class.modal-tab--active]="tab === 'details'" (click)="tab = 'details'">
<fa-icon icon="info-circle"></fa-icon> Details
</button>
<button class="modal-tab" [class.modal-tab--active]="tab === 'documents'" (click)="tab = 'documents'">
<fa-icon icon="paperclip"></fa-icon> Documents ({{ r.documents?.length || 0 }})
</button>
</div>
<div class="i4c-modal-body">
@if (tab === 'workflow') {
<div class="i4c-card">
<div class="i4c-card__body">
@if (!isVictim) {
@if (r.status === 'ASSESSED' || r.status === 'REQUESTED') {
<div class="step">
<div class="step__title">1. Assessment (what the bank updates on MRM)</div>
<div class="step__row">
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="step__wide">
<mat-label>Restoration</mat-label>
<mat-select [(ngModel)]="assessment.basis">
@for (b of bases; track b.value) {
<mat-option [value]="b.value">{{ b.label }}</mat-option>
}
</mat-select>
</mat-form-field>
@if (possible) {
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Restorable amount (₹)</mat-label>
<input matInput type="number" min="0" [(ngModel)]="assessment.restorableAmount" />
</mat-form-field>
<button mat-stroked-button (click)="loadProRata()">
<fa-icon icon="calculator"></fa-icon> Pro-rata share
</button>
}
</div>
@if (proRata) {
<table class="i4c-table">
<thead>
<tr>
<th>Complaint (ack)</th>
<th class="num">Disputed</th>
<th class="num">Held</th>
<th class="num">Pro-rata share</th>
</tr>
</thead>
<tbody>
@for (h of proRata.holds; track h.id) {
<tr [class.highlight]="h.id === r.hold_id">
<td>{{ h.acknowledgement_no }}{{ h.id === r.hold_id ? ' (this one)' : '' }}</td>
<td class="num">{{ h.disputed_amount | number: '1.2-2' }}</td>
<td class="num">{{ h.amount_held | number: '1.2-2' }}</td>
<td class="num">
<b>{{ h.share | number: '1.2-2' }}</b>
</td>
</tr>
}
</tbody>
</table>
<div class="sub">
₹{{ proRata.amount | number: '1.2-2' }} held on {{ proRata.accountNo }} split by disputed
amount (total ₹{{ proRata.totalDisputed | number: '1.2-2' }}).
</div>
}
<mat-form-field appearance="outline" class="step__wide">
<mat-label>Remarks{{ possible ? '' : ' (why not possible) *' }}</mat-label>
<input matInput [(ngModel)]="assessment.remarks" maxlength="1000" />
</mat-form-field>
<div class="i4c-actions">
<button mat-stroked-button color="primary" (click)="saveAssessment()" [disabled]="busy">
<fa-icon icon="check"></fa-icon> Save assessment
</button>
@if (r.status === 'ASSESSED' && !r.mrm_updated) {
<button mat-button (click)="markMrm()" [disabled]="busy">Entered on MRM</button>
}
</div>
</div>
}
@if (r.status === 'ASSESSED' || r.status === 'REQUESTED' || r.status === 'IN_POOL') {
<div class="step">
<div class="step__title">
{{
r.status === 'IN_POOL'
? 'Refund account (correct it if the victim bank referred back)'
: "2. Victim's MRM request, as the IO sent it"
}}
</div>
<div class="step__row">
@if (r.status !== 'IN_POOL') {
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>MRM request id *</mat-label>
<input
matInput
[(ngModel)]="request['mrmRequestNo']"
maxlength="40"
placeholder="MR20251208000003"
/>
</mat-form-field>
}
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Victim name *</mat-label>
<input matInput [(ngModel)]="request['victimName']" maxlength="200" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Refund account no. *</mat-label>
<input matInput [(ngModel)]="request['victimAccountNo']" maxlength="40" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>IFSC (blank = this bank)</mat-label>
<input matInput [(ngModel)]="request['victimIfsc']" maxlength="11" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Victim's bank</mat-label>
<input matInput [(ngModel)]="request['victimBankName']" maxlength="200" />
</mat-form-field>
@if (request['victimIfsc']) {
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Send by</mat-label>
<mat-select [(ngModel)]="request['transferChannel']">
<mat-option value="NEFT">NEFT</mat-option>
<mat-option value="IMPS">IMPS</mat-option>
<mat-option value="RTGS">RTGS</mat-option>
</mat-select>
</mat-form-field>
}
</div>
@if (r.status !== 'IN_POOL') {
<div class="step__row">
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>IO name</mat-label>
<input matInput [(ngModel)]="request['ioName']" maxlength="200" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Police station</mat-label>
<input matInput [(ngModel)]="request['ioPoliceStation']" maxlength="200" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>BNSS 106 notice no.</mat-label>
<input matInput [(ngModel)]="request['bnssNoticeNo']" maxlength="100" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Notice date</mat-label>
<input matInput type="date" [(ngModel)]="request['bnssNoticeDate']" />
</mat-form-field>
<mat-checkbox [(ngModel)]="request['indemnityBondReceived']"
>Indemnity bond received (Rs 10 stamp paper)</mat-checkbox
>
</div>
<div class="step__row">
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>FIR no. (needed above ₹{{ r.firThreshold }})</mat-label>
<input matInput [(ngModel)]="request['firNo']" maxlength="100" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>FIR date</mat-label>
<input matInput type="date" [(ngModel)]="request['firDate']" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Court order no.</mat-label>
<input matInput [(ngModel)]="request['courtOrderNo']" maxlength="100" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Court order date</mat-label>
<input matInput type="date" [(ngModel)]="request['courtOrderDate']" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Court</mat-label>
<input matInput [(ngModel)]="request['courtName']" maxlength="200" />
</mat-form-field>
</div>
}
<div class="i4c-actions">
<button mat-stroked-button color="primary" (click)="saveRequest()" [disabled]="busy">
<fa-icon icon="check"></fa-icon> Save
{{ r.status === 'IN_POOL' ? 'refund account' : 'request' }}
</button>
</div>
</div>
}
@if (r.status === 'REQUESTED') {
<div class="step">
<div class="step__title">3. Bank action (as on MRM)</div>
<div class="step__row">
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="step__wide">
<mat-label>Action</mat-label>
<mat-select [(ngModel)]="action.action" (selectionChange)="action.reason = ''">
@for (a of bankActions; track a.value) {
<mat-option [value]="a.value">{{ a.label }}</mat-option>
}
</mat-select>
</mat-form-field>
@if (action.action === 'REFER_BACK_LEA') {
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="step__wide">
<mat-label>Reason</mat-label>
<mat-select [(ngModel)]="action.reason">
@for (x of referBackReasons; track x.value) {
<mat-option [value]="x.value">{{ x.label }}</mat-option>
}
</mat-select>
</mat-form-field>
} @else {
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="step__wide">
<mat-label>Remarks{{ action.action === 'COMPLIED' ? '' : ' *' }}</mat-label>
<input matInput [(ngModel)]="action.reason" maxlength="1000" />
</mat-form-field>
}
</div>
@if (action.action === 'COMPLIED') {
@if (papers.length) {
<div class="i4c-note">Still needed before compliance: {{ papers.join(', ') }}.</div>
}
<div class="sub">
₹{{ r.restorable_amount | number: '1.2-2' }} goes to {{ r.victim_name }} ({{
r.victim_account_no
}}{{ r.victim_ifsc ? ', ' + r.victim_ifsc : ', this bank' }}) once a second officer approves.
@if (r.victim_ifsc && !r.poolConfigured) {
<b class="err-text"
>No restoration pool account is configured, so an outward restoration cannot be
approved.</b
>
}
</div>
} @else if (action.action === 'NOT_COMPLIED' || action.action === 'REFER_BACK_LEA') {
<div class="sub">
MRM asks for the account's bank statement with this action; attach it on the Documents tab.
</div>
}
<div class="i4c-actions">
<button
mat-flat-button
[color]="action.action === 'COMPLIED' ? 'warn' : 'primary'"
(click)="takeAction()"
[disabled]="busy"
>
<fa-icon [icon]="action.action === 'COMPLIED' ? 'hand-holding-usd' : 'check'"></fa-icon>
{{ action.action === 'COMPLIED' ? 'Raise restoration for approval' : 'Record bank action' }}
</button>
</div>
</div>
}
@if (r.status === 'AWAITING_APPROVAL') {
<div class="i4c-note">
Restoration request #{{ r.action_request_id }} is waiting for a second officer on the Approvals
page. On approval ₹{{ r.restorable_amount | number: '1.2-2' }} leaves {{ r.hold_account_no }} at
once.
</div>
}
@if (r.status === 'IN_POOL') {
<div class="step">
<div class="step__title">
₹{{ r.restored_amount | number: '1.2-2' }} is in the restoration pool
</div>
<div class="sub">
It left the suspect account on approval. The outward {{ r.transfer_channel }} to
{{ r.victim_account_no }} / {{ r.victim_ifsc }} has not gone through yet{{
r.transfer_error ? ': ' + r.transfer_error : '.'
}}
</div>
<div class="i4c-actions">
<button mat-flat-button color="primary" (click)="retryOutward()" [disabled]="busy">
<fa-icon icon="paper-plane"></fa-icon> Send to the victim's bank
</button>
</div>
</div>
}
@if (r.status === 'TRANSFER_PENDING') {
<div class="i4c-note">
Outward transfer {{ r.fund_transfer_ref }} is {{ r.transfer_status }} (fund-transfer approval /
NEFT batch). The I4C Hold Review job marks it restored once it settles.
</div>
}
@if (r.status === 'RESTORED') {
<div class="step">
<div class="step__title">
Restored ₹{{ r.restored_amount | number: '1.2-2' }} on
{{ r.restored_at | date: 'dd MMM yyyy, HH:mm' }}
</div>
<div class="sub">
On MRM, choose "Compliance of restoration order" and enter amount ₹{{
r.restored_amount | number: '1.2-2'
}}, transaction id <b>{{ r.utr }}</b> and this date and time.
</div>
<div class="i4c-actions">
<button mat-flat-button color="primary" (click)="markMrm()" [disabled]="busy">
<fa-icon icon="check"></fa-icon> Entered on MRM (close)
</button>
</div>
</div>
}
} @else {
@if (r.status !== 'CLOSED') {
<div class="step">
<div class="step__title">Restored money received for our customer</div>
<div class="step__row">
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Amount (₹) *</mat-label>
<input matInput type="number" min="0" [(ngModel)]="receipt.amount" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>UTR / transaction id *</mat-label>
<input matInput [(ngModel)]="receipt.utr" maxlength="40" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Credited on *</mat-label>
<input matInput type="date" [(ngModel)]="receipt.receivedOn" />
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Credited to account</mat-label>
<input matInput [(ngModel)]="receipt.accountNo" maxlength="40" />
</mat-form-field>
</div>
<div class="i4c-actions">
<button mat-flat-button color="primary" (click)="saveReceipt()" [disabled]="busy">
<fa-icon icon="check"></fa-icon> Record receipt
</button>
@if (r.status === 'RECEIVED') {
<button mat-stroked-button (click)="markMrm()" [disabled]="busy">
Entered on MRM (close)
</button>
}
</div>
</div>
<div class="step">
<div class="step__title">Or: why no (more) restoration is expected</div>
<div class="step__row">
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="step__wide">
<mat-label>Victim status</mat-label>
<mat-select [(ngModel)]="victim.status">
@for (v of victimStatuses; track v.value) {
<mat-option [value]="v.value">{{ v.label }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="step__wide">
<mat-label>Justification *</mat-label>
<input matInput [(ngModel)]="victim.remarks" maxlength="1000" />
</mat-form-field>
</div>
<div class="i4c-actions">
<button
mat-stroked-button
(click)="saveVictimStatus()"
[disabled]="busy || !victim.remarks.trim()"
>
<fa-icon icon="check"></fa-icon> Record and close
</button>
</div>
</div>
} @else {
<div class="i4c-note">
Case closed{{ r.victim_status ? ': ' + label(victimStatuses, r.victim_status) : '' }}.
</div>
}
}
@if (!isVictim && r.status === 'CLOSED') {
<div class="i4c-note">
Closed{{
r.bank_action === 'NOT_COMPLIED' ? ': order not complied (' + r.bank_action_reason + ')' : ''
}}.
</div>
}
</div>
</div>
}
@if (tab === 'details') {
<div class="grid-2">
<div class="i4c-card">
<div class="i4c-card__head"><fa-icon icon="info-circle"></fa-icon> Request &amp; papers</div>
<div class="i4c-card__body">
<dl class="i4c-kv">
<dt>MR id</dt>
<dd>{{ r.mrm_request_no || '-' }}</dd>
<dt>Basis</dt>
<dd>{{ label(bases, r.basis) }} {{ r.basis_remarks ? '(' + r.basis_remarks + ')' : '' }}</dd>
<dt>Restorable</dt>
<dd>{{ r.restorable_amount | number: '1.2-2' }}</dd>
<dt>Victim</dt>
<dd>
{{ r.victim_name }} · {{ r.victim_account_no }} {{ r.victim_ifsc }} {{ r.victim_bank_name }}
</dd>
<dt>IO</dt>
<dd>{{ r.io_name || '-' }} {{ r.io_police_station }}</dd>
<dt>BNSS 106</dt>
<dd>{{ r.bnss_notice_no || '-' }} {{ r.bnss_notice_date | date: 'dd MMM yyyy' }}</dd>
<dt>Indemnity bond</dt>
<dd>{{ r.indemnity_bond_received ? 'Received' : 'Not received' }}</dd>
<dt>FIR</dt>
<dd>{{ r.fir_no || '-' }} {{ r.fir_date | date: 'dd MMM yyyy' }}</dd>
<dt>Court order</dt>
<dd>
{{ r.court_order_no || '-' }} {{ r.court_order_date | date: 'dd MMM yyyy' }} {{ r.court_name }}
</dd>
</dl>
</div>
</div>
<div class="i4c-card">
<div class="i4c-card__head"><fa-icon icon="exchange-alt"></fa-icon> Money</div>
<div class="i4c-card__body">
<dl class="i4c-kv">
<dt>Bank action</dt>
<dd>{{ r.bank_action }} {{ r.bank_action_reason ? '(' + r.bank_action_reason + ')' : '' }}</dd>
<dt>Approval</dt>
<dd>
@if (r.actionRequest?.length) {
#{{ r.actionRequest[0].id }} {{ r.actionRequest[0].status }}
{{ r.actionRequest[0].checker_name || '' }}
{{ r.actionRequest[0].failure_message || r.actionRequest[0].rejection_reason || '' }}
} @else {
-
}
</dd>
<dt>Channel</dt>
<dd>{{ r.transfer_channel || '-' }} {{ r.transfer_status || '' }}</dd>
<dt>Pool transfer</dt>
<dd>{{ r.pool_transfer_id || '-' }}</dd>
<dt>Outward ref</dt>
<dd>{{ r.fund_transfer_ref || '-' }}</dd>
<dt>UTR / txn id</dt>
<dd>{{ r.utr || r.received_utr || '-' }}</dd>
<dt>Restored</dt>
<dd>
{{ r.restored_amount ? (r.restored_amount | number: '1.2-2') : '-' }}
{{ r.restored_at | date: 'dd MMM yyyy, HH:mm' }}
</dd>
<dt>On MRM</dt>
<dd>
{{
r.mrm_updated
? 'Yes, by ' + r.mrm_updated_by + ' ' + (r.mrm_updated_at | date: 'dd MMM yyyy')
: 'Not yet'
}}
</dd>
</dl>
</div>
</div>
</div>
}
@if (tab === 'documents') {
<div class="i4c-card">
<div class="i4c-card__body">
<mifosx-i4c-documents
ownerType="RESTORATION"
[ownerId]="r.id"
[suggested]="
isVictim
? ['BANK_STATEMENT', 'COURT_ORDER', 'OTHER']
: ['BNSS_106_NOTICE', 'INDEMNITY_BOND', 'FIR', 'COURT_ORDER', 'BANK_STATEMENT', 'PAN']
"
[documents]="r.documents"
[canUpload]="r.status !== 'CLOSED'"
(changed)="open(r.id)"
></mifosx-i4c-documents>
</div>
</div>
}
</div>
<div class="i4c-modal-footer">
<button class="footer-btn-close" (click)="close()">Close</button>
</div>
</div>
</div>
}
</div>
@@ -0,0 +1,21 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
@use '../i4c' as *;
@use '../i4c-cases' as *;
@include i4c-skin;
@include i4c-case-page;
.highlight td {
background: #eff6ff;
}
.err-text {
color: #dc2626;
}
@@ -0,0 +1,378 @@
/**
* 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, inject } from '@angular/core';
import { DatePipe, DecimalPipe } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { ActivatedRoute } from '@angular/router';
import { MatButtonModule } from '@angular/material/button';
import { MatCheckboxModule } from '@angular/material/checkbox';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatInputModule } from '@angular/material/input';
import { MatSelectModule } from '@angular/material/select';
import { MatProgressBarModule } from '@angular/material/progress-bar';
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
import { MatSnackBar } from '@angular/material/snack-bar';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { I4cService, i4cErrorMessage } from '../i4c.service';
import { ALL_DATES, I4cDateRange, I4cDateRangeComponent } from '../i4c-date-range/i4c-date-range.component';
import { I4cDocumentsComponent } from '../i4c-documents/i4c-documents.component';
export const MRM_BASES: { value: string; label: string }[] = [
{ value: 'ATTRIBUTION', label: 'Restoration possible (attribution)' },
{ value: 'PRO_RATA', label: 'Restoration possible (pro-rata distribution)' },
{ value: 'NOT_POSSIBLE_ALREADY_REFUNDED', label: 'Not possible (already refunded)' },
{ value: 'NOT_POSSIBLE_NO_BALANCE', label: 'Not possible (balance not available)' },
{ value: 'NOT_POSSIBLE_OTHERS', label: 'Not possible (others)' }
];
export const MRM_STATUSES: { value: string; label: string }[] = [
{ value: 'ASSESSED', label: 'Assessed' },
{ value: 'REQUESTED', label: 'Victim request received' },
{ value: 'AWAITING_APPROVAL', label: 'Awaiting checker' },
{ value: 'IN_POOL', label: 'In restoration pool' },
{ value: 'TRANSFER_PENDING', label: 'Outward transfer pending' },
{ value: 'RESTORED', label: 'Restored' },
{ value: 'AWAITED', label: 'Victim bank: awaited' },
{ value: 'RECEIVED', label: 'Victim bank: received' },
{ value: 'CLOSED', label: 'Closed' }
];
const BANK_ACTIONS = [
{ value: 'COMPLIED', label: 'Compliance of restoration order (restore the money)' },
{ value: 'NOT_COMPLIED', label: 'Restoration order not complied' },
{ value: 'REFER_BACK_LEA', label: 'Refer back to LEA' },
{ value: 'REFER_BACK_VICTIM_BANK', label: 'Refer back to victim bank (wrong refund account)' },
{ value: 'CONSENSUS', label: 'Consensus request (several holds on the account)' }
];
const REFER_BACK_REASONS = [
{ value: 'ISSUE_COURT_ORDER', label: 'Issue in court / police order' },
{ value: 'ISSUE_FIR', label: 'Issue in FIR details' },
{ value: 'ISSUE_ORDER_AND_FIR', label: 'Issue in order and FIR details' },
{ value: 'ISSUE_INDEMNITY_BOND', label: 'Issue in indemnity bond' }
];
const VICTIM_STATUSES = [
{ value: 'ALREADY_REFUNDED_BANK', label: 'Already refunded through the bank' },
{ value: 'ALREADY_REFUNDED_POLICE_NOTICE', label: 'Already refunded (police notice)' },
{ value: 'ALREADY_REFUNDED_COURT_ORDER', label: 'Already refunded (court order)' },
{ value: 'DECLINED_REFUND', label: 'Victim declined to receive the refund' },
{ value: 'DECLINED_TO_PURSUE', label: 'Victim declined to pursue the refund' },
{ value: 'RECEIVED_THROUGH_COURT', label: 'Victim received refund through court order' },
{ value: 'NOT_REACHABLE', label: 'Victim not reachable' }
];
/**
* MRM money restoration. As beneficiary bank: assess, record the victim's request and the IO's papers, take the bank
* action, and follow the money to the victim. As victim bank: record restored money received for our customer.
*/
@Component({
selector: 'mifosx-i4c-restorations',
templateUrl: './i4c-restorations.component.html',
styleUrls: ['./i4c-restorations.component.scss'],
imports: [
DatePipe,
DecimalPipe,
FormsModule,
MatButtonModule,
MatCheckboxModule,
MatFormFieldModule,
MatInputModule,
MatSelectModule,
MatProgressBarModule,
MatPaginatorModule,
FaIconComponent,
I4cDateRangeComponent,
I4cDocumentsComponent
]
})
export class I4cRestorationsComponent implements OnInit {
private i4c = inject(I4cService);
private route = inject(ActivatedRoute);
private snackBar = inject(MatSnackBar);
readonly bases = MRM_BASES;
readonly statuses = MRM_STATUSES;
readonly bankActions = BANK_ACTIONS;
readonly referBackReasons = REFER_BACK_REASONS;
readonly victimStatuses = VICTIM_STATUSES;
readonly pageSizes = [
10,
20,
50,
100
];
role = 'BENEFICIARY_BANK';
status = 'OPEN';
bankAction = '';
search = '';
dates: I4cDateRange = { ...ALL_DATES };
rows: any[] = [];
total = 0;
pageIndex = 0;
pageSize = 20;
loading = false;
error = '';
victimAck = '';
selected: any = null;
busy = false;
tab: 'workflow' | 'details' | 'documents' = 'workflow';
assessment = { basis: 'ATTRIBUTION', restorableAmount: null as number | null, remarks: '' };
request: Record<string, any> = {};
action = { action: 'COMPLIED', reason: '' };
receipt = { amount: null as number | null, utr: '', receivedOn: '', accountNo: '' };
victim = { status: 'ALREADY_REFUNDED_BANK', remarks: '' };
proRata: any = null;
ngOnInit(): void {
const open = Number(this.route.snapshot.queryParamMap.get('open'));
this.load();
if (open) {
this.open(open);
}
}
load(fromFirstPage = false): void {
if (fromFirstPage) {
this.pageIndex = 0;
}
this.loading = true;
this.error = '';
this.i4c
.restorations({
role: this.role,
status: this.status,
bankAction: this.bankAction,
search: this.search.trim(),
fromDate: this.dates.fromDate,
toDate: this.dates.toDate,
offset: this.pageIndex * this.pageSize,
limit: this.pageSize
})
.subscribe({
next: (page) => {
this.rows = page.pageItems;
this.total = page.totalFilteredRecords;
this.loading = false;
},
error: (e) => {
this.error = i4cErrorMessage(e);
this.loading = false;
}
});
}
setRole(r: string): void {
this.role = r;
this.load(true);
}
onPage(e: PageEvent): void {
this.pageIndex = e.pageIndex;
this.pageSize = e.pageSize;
this.load();
}
onDates(range: I4cDateRange): void {
this.dates = range;
this.load(true);
}
get hasFilters(): boolean {
return !!(this.status !== 'OPEN' || this.bankAction || this.search || this.dates.preset !== 'ALL');
}
clearFilters(): void {
this.status = 'OPEN';
this.bankAction = '';
this.search = '';
this.dates = { ...ALL_DATES };
this.load(true);
}
openVictimCase(): void {
if (!this.victimAck.trim()) {
return;
}
this.i4c.openVictimCase(this.victimAck.trim()).subscribe({
next: (r) => {
this.victimAck = '';
this.role = 'VICTIM_BANK';
this.load(true);
this.open(r.resourceId);
},
error: (e) => this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 7000 })
});
}
open(id: number): void {
this.i4c.restoration(id).subscribe({
next: (r) => {
const same = this.selected?.id === r.id;
this.selected = r;
if (!same) {
this.tab = 'workflow';
this.proRata = null;
this.assessment = {
basis: r.basis || 'ATTRIBUTION',
restorableAmount: r.restorable_amount ?? r.amount_held,
remarks: r.basis_remarks || ''
};
this.request = {
mrmRequestNo: r.mrm_request_no || '',
victimName: r.victim_name || '',
victimAccountNo: r.victim_account_no || '',
victimIfsc: r.victim_ifsc || '',
victimBankName: r.victim_bank_name || '',
transferChannel: r.transfer_channel && r.transfer_channel !== 'INTERNAL' ? r.transfer_channel : 'NEFT',
ioName: r.io_name || '',
ioPoliceStation: r.io_police_station || '',
firNo: r.fir_no || '',
firDate: r.fir_date || '',
courtOrderNo: r.court_order_no || '',
courtOrderDate: r.court_order_date || '',
courtName: r.court_name || '',
bnssNoticeNo: r.bnss_notice_no || '',
bnssNoticeDate: r.bnss_notice_date || '',
indemnityBondReceived: !!r.indemnity_bond_received
};
this.action = { action: 'COMPLIED', reason: '' };
this.receipt = { amount: null, utr: '', receivedOn: '', accountNo: r.victim_account_no || '' };
this.victim = { status: 'ALREADY_REFUNDED_BANK', remarks: '' };
}
},
error: (e) => this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 })
});
}
close(): void {
this.selected = null;
}
label(list: { value: string; label: string }[], v: string): string {
return list.find((x) => x.value === v)?.label || v || '-';
}
get isVictim(): boolean {
return this.selected?.role === 'VICTIM_BANK';
}
get possible(): boolean {
return this.assessment.basis === 'ATTRIBUTION' || this.assessment.basis === 'PRO_RATA';
}
/** Papers MRM needs for compliance, given what is recorded; mirrors the server's check. */
get papers(): string[] {
const r = this.selected;
if (!r) {
return [];
}
const has = (t: string) => (r.documents || []).some((d: any) => d.doc_type === t);
const out: string[] = [];
if (r.court_order_no) {
if (!has('COURT_ORDER')) {
out.push('court order copy');
}
} else {
if (!r.bnss_notice_no) {
out.push('BNSS 106 notice no.');
} else if (!has('BNSS_106_NOTICE')) {
out.push('BNSS 106 notice copy');
}
if (!r.indemnity_bond_received) {
out.push('indemnity bond received');
} else if (!has('INDEMNITY_BOND')) {
out.push('indemnity bond copy');
}
if (Number(r.restorable_amount) > Number(r.firThreshold)) {
if (!r.fir_no) {
out.push('FIR no. (above ₹' + r.firThreshold + ')');
} else if (!has('FIR')) {
out.push('FIR copy');
}
}
}
return out;
}
private run(obs: any, done: string): void {
this.busy = true;
obs.subscribe({
next: (r: any) => {
this.busy = false;
this.snackBar.open(done, 'OK', { duration: 5000 });
this.open(r?.id ?? r?.resourceId ?? this.selected.id);
this.load();
},
error: (e: any) => {
this.busy = false;
this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 8000 });
}
});
}
saveAssessment(): void {
this.run(
this.i4c.assessRestoration(this.selected.hold_id, {
basis: this.assessment.basis,
restorableAmount: this.possible ? this.assessment.restorableAmount : null,
remarks: this.assessment.remarks
}),
'Assessment saved. Enter the same on MRM (Money Distribution Process).'
);
}
saveRequest(): void {
this.run(this.i4c.recordRestorationRequest(this.selected.id, this.request), 'Victim request recorded.');
}
takeAction(): void {
this.run(
this.i4c.restorationStep(this.selected.id, 'bank-action', this.action),
this.action.action === 'COMPLIED'
? 'Restoration raised. A second officer approves it on the Approvals page; the money then moves.'
: 'Bank action recorded. Enter the same on MRM.'
);
}
retryOutward(): void {
this.run(this.i4c.restorationStep(this.selected.id, 'retry-outward'), 'Outward transfer sent again.');
}
markMrm(): void {
this.run(this.i4c.restorationStep(this.selected.id, 'mrm-updated'), 'Marked as entered on MRM.');
}
saveReceipt(): void {
this.run(this.i4c.restorationStep(this.selected.id, 'receipt', this.receipt), 'Receipt recorded.');
}
saveVictimStatus(): void {
this.run(
this.i4c.restorationStep(this.selected.id, 'victim-status', this.victim),
'Victim status recorded; case closed.'
);
}
loadProRata(): void {
this.i4c.proRata(this.selected.hold_account_no).subscribe({
next: (p) => {
this.proRata = p;
const mine = (p.holds || []).find((h: any) => h.id === this.selected.hold_id);
if (mine) {
this.assessment.basis = 'PRO_RATA';
this.assessment.restorableAmount = Number(mine.share);
}
},
error: (e) => this.snackBar.open(i4cErrorMessage(e), 'Close', { duration: 6000 })
});
}
}
@@ -0,0 +1,215 @@
<!--
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="i4c-shell">
<!-- Modern Navigation Bar with Live Status and Quick Actions -->
<header class="i4c-navbar">
<div class="i4c-navbar__brand">
<div class="i4c-navbar__icon-wrap">
<fa-icon icon="shield-alt"></fa-icon>
</div>
<div>
<div class="i4c-navbar__title">
<span>I4C Portal</span>
<span class="live-pill">
<span class="live-pill__dot"></span>
Live MHA Gateway
</span>
</div>
<div class="i4c-navbar__sub">National Cyber Crime Reporting &amp; Account Holds System</div>
</div>
</div>
<!-- Quick Actions -->
<div class="i4c-navbar__actions">
<button class="quick-lookup-btn" (click)="openLookup()">
<fa-icon icon="search"></fa-icon>
<span>Quick Lookup</span>
</button>
</div>
</header>
<!-- Modern Pill-Style Subnavigation Bar -->
<nav class="i4c-subnav">
<div class="i4c-subnav__links">
@for (link of links; track link.path) {
<a class="i4c-subnav__link" [routerLink]="['./', link.path]" routerLinkActive="i4c-subnav__link--active">
<fa-icon [icon]="link.icon" class="link-ic"></fa-icon>
<span>{{ link.label }}</span>
@if (link.path === 'approvals' && pendingApprovals > 0) {
<span class="pill-badge pill-badge--amber">{{ pendingApprovals }}</span>
}
@if (link.path === 'holds' && activeHolds > 0) {
<span class="pill-badge pill-badge--blue">{{ activeHolds }}</span>
}
</a>
}
</div>
</nav>
<!-- Outlet for child views -->
<main class="i4c-content">
<router-outlet></router-outlet>
</main>
<!-- ========================================================
MODERN POPUP WINDOW: QUICK LOOKUP MODAL
======================================================== -->
@if (showLookupModal) {
<div class="i4c-modal-backdrop" (click)="closeLookup()">
<div class="i4c-modal-window i4c-modal-window--wide" (click)="$event.stopPropagation()">
<div class="i4c-modal-header">
<div class="i4c-modal-header__title">
<fa-icon icon="search"></fa-icon>
<div>
<span>Quick Search &amp; Lookup</span>
<div class="i4c-modal-header__sub">Instant search across I4C Complaints and Account Holds Register</div>
</div>
</div>
<button class="modal-close-btn" (click)="closeLookup()" aria-label="Close">
<fa-icon icon="times"></fa-icon>
</button>
</div>
<div class="i4c-modal-body">
<div class="lookup-search-box">
<div class="search-input-wrap">
<fa-icon icon="search" class="search-icon"></fa-icon>
<input
type="text"
class="modern-input"
placeholder="Enter acknowledgement no., customer account no., or job ID..."
[(ngModel)]="lookupQuery"
(keyup.enter)="performLookup()"
autofocus
/>
@if (lookupQuery) {
<button class="clear-btn" (click)="lookupQuery = ''">
<fa-icon icon="times"></fa-icon>
</button>
}
</div>
<button
class="search-submit-btn"
(click)="performLookup()"
[disabled]="lookupLoading || !lookupQuery.trim()"
>
@if (lookupLoading) {
<fa-icon icon="sync" animation="spin"></fa-icon>
<span>Searching...</span>
} @else {
<fa-icon icon="search"></fa-icon>
<span>Search</span>
}
</button>
</div>
@if (lookupError) {
<div class="i4c-error">{{ lookupError }}</div>
}
<!-- Search Results -->
@if (lookupSearched) {
<div class="lookup-results">
<!-- Complaints Section -->
<div class="results-section">
<div class="results-section__head">
<fa-icon icon="inbox"></fa-icon>
<span>Complaints from I4C</span>
<span class="count-badge">{{ lookupResults.complaints.length }}</span>
</div>
@if (lookupResults.complaints.length > 0) {
<div class="results-list">
@for (c of lookupResults.complaints; track c.id) {
<div class="result-item" (click)="goToComplaint(c.id)">
<div class="result-item__main">
<div class="result-item__title">
<span class="ack-code">{{ c.acknowledgement_no }}</span>
<span class="status-pill status-pill--{{ c.status?.toLowerCase() }}">{{ c.status }}</span>
</div>
<div class="result-item__sub">
<span
>Account: <b>{{ c.payer_account_number }}</b></span
>
<span>•</span>
<span>Job: {{ c.job_id }}</span>
<span>•</span>
<span>Sub-cat: {{ c.sub_category }}</span>
</div>
</div>
<div class="result-item__side">
<span class="held-amt">Held: ₹{{ c.amount_held | number: '1.2-2' }}</span>
<span class="open-link">Open Complaint <fa-icon icon="arrow-right"></fa-icon></span>
</div>
</div>
}
</div>
} @else {
<div class="no-res">No complaints matched "{{ lookupQuery }}".</div>
}
</div>
<!-- Holds Section -->
<div class="results-section">
<div class="results-section__head">
<fa-icon icon="lock"></fa-icon>
<span>Holds Register</span>
<span class="count-badge">{{ lookupResults.holds.length }}</span>
</div>
@if (lookupResults.holds.length > 0) {
<div class="results-list">
@for (h of lookupResults.holds; track h.id) {
<div class="result-item" (click)="goToHold(h.account_no)">
<div class="result-item__main">
<div class="result-item__title">
<span class="ack-code">Account: {{ h.account_no }}</span>
<span class="status-pill status-pill--{{ h.status?.toLowerCase() }}">{{ h.status }}</span>
@if (h.debit_frozen) {
<span class="freeze-tag">DEBIT FROZEN</span>
}
</div>
<div class="result-item__sub">
<span
>Customer: <b>{{ h.client_name || 'N/A' }}</b></span
>
<span>•</span>
<span>Ack: {{ h.acknowledgement_no }}</span>
<span>•</span>
<span>Layer: {{ h.layer }}</span>
</div>
</div>
<div class="result-item__side">
<span class="held-amt">Held: ₹{{ h.amount_held | number: '1.2-2' }}</span>
<span class="open-link">View in Holds <fa-icon icon="arrow-right"></fa-icon></span>
</div>
</div>
}
</div>
} @else {
<div class="no-res">No holds matched "{{ lookupQuery }}".</div>
}
</div>
</div>
} @else {
<div class="lookup-hint">
<fa-icon icon="lightbulb" class="hint-icon"></fa-icon>
<span
>Type a 14-digit acknowledgement number, customer bank account number, or job ID to quickly locate
complaints or hold records.</span
>
</div>
}
</div>
<div class="i4c-modal-footer">
<button class="footer-btn-close" (click)="closeLookup()">Close</button>
</div>
</div>
</div>
}
</div>
@@ -0,0 +1,473 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
@use '../i4c' as *;
@include i4c-skin;
.i4c-shell {
display: flex;
flex-direction: column;
gap: 16px;
}
/* Modern Top Header / Navbar */
.i4c-navbar {
display: flex;
align-items: center;
justify-content: space-between;
padding: 10px 16px;
background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
border-radius: 14px;
box-shadow: 0 10px 25px -5px rgb(15 23 42 / 20%);
color: #fff;
&__brand {
display: flex;
align-items: center;
gap: 10px;
}
&__icon-wrap {
width: 34px;
height: 34px;
border-radius: 9px;
background: linear-gradient(135deg, #2563eb, #3b82f6);
display: flex;
align-items: center;
justify-content: center;
font-size: 15px;
color: #fff;
box-shadow: 0 4px 10px rgb(37 99 235 / 35%);
}
&__title {
display: flex;
align-items: center;
gap: 8px;
font-size: 14px;
font-weight: 800;
letter-spacing: -0.02em;
}
&__sub {
font-size: 10.5px;
color: #94a3b8;
margin-top: 1px;
}
.live-pill {
display: inline-flex;
align-items: center;
gap: 5px;
padding: 2px 7px;
border-radius: 9999px;
font-size: 10px;
font-weight: 700;
background: rgb(16 185 129 / 15%);
color: #34d399;
border: 1px solid rgb(16 185 129 / 30%);
&__dot {
width: 5px;
height: 5px;
border-radius: 50%;
background: #10b981;
box-shadow: 0 0 6px #10b981;
animation: pulse-dot 1.8s infinite;
}
}
.quick-lookup-btn {
display: inline-flex;
align-items: center;
gap: 6px;
padding: 5px 12px;
border-radius: 9px;
background: rgb(255 255 255 / 10%);
color: #fff;
border: 1px solid rgb(255 255 255 / 18%);
font-size: 11.5px;
font-weight: 600;
cursor: pointer;
transition: all 0.2s cubic-bezier(0.16, 1, 0.3, 1);
&:hover {
background: rgb(255 255 255 / 20%);
transform: translateY(-1px);
box-shadow: 0 4px 10px rgb(0 0 0 / 15%);
}
.kbd-shortcut {
padding: 1px 5px;
border-radius: 4px;
background: rgb(255 255 255 / 15%);
font-size: 9px;
letter-spacing: 0.05em;
text-transform: uppercase;
color: #93c5fd;
}
}
}
/* Modern Pill Navigation Bar */
.i4c-subnav {
display: flex;
align-items: center;
padding: 4px;
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 12px;
box-shadow: 0 2px 8px rgb(15 23 42 / 3%);
overflow-x: auto;
&__links {
display: flex;
flex-wrap: nowrap;
align-items: center;
gap: 4px;
width: 100%;
}
&__link {
display: inline-flex;
align-items: center;
gap: 6px;
padding: 6px 12px;
border-radius: 8px;
font-size: 11.5px;
font-weight: 600;
color: #475569;
text-decoration: none;
transition: all 0.2s cubic-bezier(0.16, 1, 0.3, 1);
white-space: nowrap;
.link-ic {
font-size: 12px;
color: #64748b;
transition: color 0.2s;
}
&:hover {
color: #0f172a;
background: #f1f5f9;
.link-ic {
color: #2563eb;
}
}
&--active {
background: #2563eb;
color: #fff !important;
box-shadow: 0 3px 10px rgb(37 99 235 / 28%);
.link-ic {
color: #fff;
}
.pill-badge {
background: rgb(255 255 255 / 25%);
color: #fff;
}
}
}
.pill-badge {
padding: 1px 6px;
border-radius: 9999px;
font-size: 9.5px;
font-weight: 800;
&--amber {
background: #fef3c7;
color: #b45309;
}
&--blue {
background: #eff6ff;
color: #1d4ed8;
}
}
}
/* Quick Lookup Popup Modal styling */
.lookup-search-box {
display: flex;
gap: 8px;
align-items: center;
.search-input-wrap {
flex: 1 1 auto;
position: relative;
display: flex;
align-items: center;
.search-icon {
position: absolute;
left: 11px;
color: #64748b;
font-size: 13px;
}
.modern-input {
width: 100%;
height: 38px;
padding: 0 32px 0 34px;
border-radius: 9px;
border: 1px solid #cbd5e1;
background: #f8fafc;
font-size: 12px;
color: #0f172a;
outline: none;
transition: all 0.2s;
&:focus {
background: #fff;
border-color: #2563eb;
box-shadow: 0 0 0 3px rgb(37 99 235 / 15%);
}
}
.clear-btn {
position: absolute;
right: 10px;
background: none;
border: none;
color: #94a3b8;
cursor: pointer;
&:hover {
color: #0f172a;
}
}
}
.search-submit-btn {
height: 38px;
padding: 0 14px;
border-radius: 9px;
background: #2563eb;
color: #fff;
border: none;
font-size: 12px;
font-weight: 600;
display: inline-flex;
align-items: center;
gap: 6px;
cursor: pointer;
transition: all 0.2s;
&:hover:not(:disabled) {
background: #1d4ed8;
box-shadow: 0 3px 10px rgb(37 99 235 / 30%);
}
&:disabled {
opacity: 0.6;
cursor: not-allowed;
}
}
}
.lookup-hint {
display: flex;
align-items: center;
gap: 10px;
padding: 12px 14px;
border-radius: 10px;
background: #f8fafc;
border: 1px dashed #cbd5e1;
color: #64748b;
font-size: 11.5px;
.hint-icon {
font-size: 16px;
color: #3b82f6;
}
}
.lookup-results {
display: flex;
flex-direction: column;
gap: 20px;
}
.results-section {
&__head {
display: flex;
align-items: center;
gap: 8px;
font-size: 14px;
font-weight: 700;
color: #1e293b;
margin-bottom: 10px;
fa-icon {
color: #2563eb;
}
.count-badge {
display: inline-block;
padding: 1px 7px;
border-radius: 9999px;
background: #e2e8f0;
font-size: 11px;
font-weight: 700;
color: #475569;
}
}
.results-list {
display: flex;
flex-direction: column;
gap: 8px;
}
.result-item {
display: flex;
align-items: center;
justify-content: space-between;
padding: 12px 16px;
background: #f8fafc;
border: 1px solid #e2e8f0;
border-radius: 12px;
cursor: pointer;
transition: all 0.2s;
&:hover {
background: #eff6ff;
border-color: #93c5fd;
transform: translateY(-1px);
}
&__main {
display: flex;
flex-direction: column;
gap: 4px;
}
&__title {
display: flex;
align-items: center;
gap: 10px;
.ack-code {
font-weight: 700;
color: #0f172a;
font-size: 14px;
}
}
&__sub {
display: flex;
align-items: center;
gap: 8px;
font-size: 12px;
color: #64748b;
}
&__side {
display: flex;
flex-direction: column;
align-items: flex-end;
gap: 4px;
.held-amt {
font-weight: 700;
color: #0f172a;
font-size: 13px;
}
.open-link {
font-size: 11px;
font-weight: 600;
color: #2563eb;
display: inline-flex;
align-items: center;
gap: 4px;
}
}
}
.no-res {
padding: 16px;
background: #f8fafc;
border-radius: 10px;
color: #94a3b8;
font-size: 13px;
text-align: center;
}
}
.status-pill {
padding: 2px 8px;
border-radius: 9999px;
font-size: 10px;
font-weight: 700;
text-transform: uppercase;
background: #e2e8f0;
color: #475569;
&--processed,
&--active {
background: #dcfce7;
color: #166534;
}
&--retry,
&--failed {
background: #fee2e2;
color: #991b1b;
}
&--processing,
&--received {
background: #fef3c7;
color: #92400e;
}
}
.freeze-tag {
padding: 2px 8px;
border-radius: 9999px;
font-size: 10px;
font-weight: 700;
background: #fee2e2;
color: #991b1b;
}
.footer-btn-close {
padding: 8px 18px;
border-radius: 10px;
background: #e2e8f0;
color: #334155;
border: none;
font-size: 13px;
font-weight: 600;
cursor: pointer;
transition: all 0.2s;
&:hover {
background: #cbd5e1;
color: #0f172a;
}
}
@keyframes pulse-dot {
0%,
100% {
opacity: 1;
transform: scale(1);
}
50% {
opacity: 0.4;
transform: scale(0.8);
}
}
@@ -0,0 +1,141 @@
/**
* 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, inject } from '@angular/core';
import { Router, RouterLink, RouterLinkActive, RouterOutlet } from '@angular/router';
import { FormsModule } from '@angular/forms';
import { MatButtonModule } from '@angular/material/button';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { I4cService, i4cErrorMessage } from '../i4c.service';
/**
* The live I4C (NCRP-CFCFRMS) integration: complaints I4C pushed to the bank, the holds placed for them, the
* approvals to release them, and every response sent back. Backed by /v1/i4c/admin on the CBS, never by the
* CFCFRMS demo mock.
*/
@Component({
selector: 'mifosx-i4c-shell',
templateUrl: './i4c-shell.component.html',
styleUrls: ['./i4c-shell.component.scss'],
imports: [
FormsModule,
RouterLink,
RouterLinkActive,
RouterOutlet,
MatButtonModule,
FaIconComponent
]
})
export class I4cShellComponent implements OnInit {
private i4c = inject(I4cService);
private router = inject(Router);
readonly links = [
{ path: 'dashboard', label: 'Dashboard', icon: 'chart-line' },
{ path: 'requests', label: 'Complaints from I4C', icon: 'inbox' },
{ path: 'holds', label: 'Holds Register', icon: 'lock' },
{ path: 'approvals', label: 'Approvals', icon: 'user-check' },
{ path: 'grievances', label: 'GRM Grievances', icon: 'balance-scale' },
{ path: 'restorations', label: 'MRM Restorations', icon: 'hand-holding-usd' },
{ path: 'mrm-report', label: 'MRM Balance Report', icon: 'file-csv' },
{ path: 'outbox', label: 'Responses & API Log', icon: 'paper-plane' },
{ path: 'bank-master', label: 'Bank Code Master', icon: 'university' },
{ path: 'intimation-settings', label: 'Intimation Settings', icon: 'cog' }
];
// Quick lookup popup modal state
showLookupModal = false;
lookupQuery = '';
lookupLoading = false;
lookupResults: { complaints: any[]; holds: any[] } = { complaints: [], holds: [] };
lookupSearched = false;
lookupError = '';
// Summary counts for pill badges
pendingApprovals = 0;
activeHolds = 0;
ngOnInit(): void {
this.refreshSummary();
}
refreshSummary(): void {
this.i4c.dashboard().subscribe({
next: (d) => {
this.pendingApprovals = d?.pendingApprovals || 0;
this.activeHolds = d?.activeHolds || 0;
},
error: () => {}
});
}
openLookup(): void {
this.showLookupModal = true;
this.lookupQuery = '';
this.lookupResults = { complaints: [], holds: [] };
this.lookupSearched = false;
this.lookupError = '';
}
closeLookup(): void {
this.showLookupModal = false;
}
performLookup(): void {
const q = this.lookupQuery.trim();
if (!q) {
return;
}
this.lookupLoading = true;
this.lookupSearched = true;
this.lookupError = '';
this.lookupResults = { complaints: [], holds: [] };
let completed = 0;
const checkDone = () => {
completed++;
if (completed >= 2) {
this.lookupLoading = false;
}
};
this.i4c.requests({ search: q, limit: 10 }).subscribe({
next: (rows) => {
this.lookupResults.complaints = rows?.pageItems || [];
checkDone();
},
error: (e) => {
this.lookupError = i4cErrorMessage(e);
checkDone();
}
});
this.i4c.holds({ search: q, limit: 10 }).subscribe({
next: (rows) => {
this.lookupResults.holds = rows?.pageItems || [];
checkDone();
},
error: (e) => {
checkDone();
}
});
}
goToComplaint(id: number): void {
this.closeLookup();
this.router.navigate([
'/cfcfrms/i4c/requests',
id
]);
}
goToHold(accountNo: string): void {
this.closeLookup();
this.router.navigate(['/cfcfrms/i4c/holds'], { queryParams: { view: '' } });
}
}
+384
View File
@@ -0,0 +1,384 @@
/**
* 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';
/** A hold the bank placed for an I4C complaint (m_i4c_hold). */
export interface I4cHold {
id: number;
request_id: number;
incident_id: number;
acknowledgement_no: string;
account_type: 'SAVINGS' | 'CURRENT';
account_id: number;
account_no: string;
client_id?: number;
client_name?: string;
office_name?: string;
layer: number;
disputed_amount: number;
amount_held: number;
shortfall: number;
status: 'ACTIVE' | 'RELEASED' | 'NOT_HOLDABLE';
debit_frozen: boolean;
held_at: string;
review_due_on: string;
intimation_due_by?: string;
customer_intimated_at?: string;
intimation_mode?: string;
intimation_reference?: string;
intimated_by?: string;
released_at?: string;
release_reason_type?: string;
release_reference?: string;
pending_actions?: number;
transactions?: any[];
actions?: any[];
/** Every notice sent or recorded for this hold, newest first. */
intimationLog?: IntimationLogEntry[];
/** Channels switched on for automatic intimation, in the order they are tried. */
automaticChannels?: string[];
grievances?: any[];
restorations?: any[];
documents?: I4cDocument[];
released_amount?: number;
restored_amount?: number;
auto_intimation_attempts?: number;
}
export interface IntimationLogEntry {
id: number;
channel: string;
mode: 'AUTO' | 'MANUAL' | 'RESEND';
status: string;
destination_masked?: string;
provider?: string;
provider_reference?: string;
failure_reason?: string;
actor?: string;
created_at: string;
}
/** An automatic customer-intimation channel (m_i4c_intimation_channel). */
export interface IntimationChannel {
channel: 'EMAIL' | 'SMS' | 'WHATSAPP';
enabled: boolean;
priority: number;
subject?: string;
body: string;
updated_by?: string;
updated_at?: string;
}
export interface IntimationSettings {
channels: IntimationChannel[];
placeholders: string[];
manualChannels: string[];
}
export interface IntimationResult {
outcome: 'SENT' | 'NO_CHANNEL_ENABLED' | 'NOT_DELIVERED' | 'ALREADY_INTIMATED' | 'NOTHING_HELD';
channel?: string;
destination?: string;
message: string;
}
export type I4cDocumentOwner = 'HOLD' | 'GRIEVANCE' | 'RESTORATION';
/** A document attached to a hold, grievance or restoration (content downloaded separately). */
export interface I4cDocument {
id: number;
doc_type: string;
file_name: string;
content_type: string;
size_bytes: number;
sha256: string;
remarks?: string;
uploaded_by: string;
uploaded_at: string;
}
export const DOCUMENT_TYPES: { value: string; label: string }[] = [
{ value: 'IO_ORDER', label: 'IO order' },
{ value: 'GRM_ORDER', label: 'GRM order (DGRO / SGRO)' },
{ value: 'COURT_ORDER', label: 'Court order' },
{ value: 'BNSS_106_NOTICE', label: 'Notice u/s 106 BNSS' },
{ value: 'INDEMNITY_BOND', label: 'Indemnity bond' },
{ value: 'FIR', label: 'FIR copy' },
{ value: 'KYC', label: 'KYC document' },
{ value: 'APPLICATION', label: "Customer's application" },
{ value: 'PHOTO', label: 'Photograph' },
{ value: 'BANK_STATEMENT', label: 'Bank statement' },
{ value: 'EDD_REPORT', label: 'EDD report' },
{ value: 'PAN', label: 'PAN card' },
{ value: 'OTHER', label: 'Other' }
];
/** Save a downloaded file (CSV, document) under the given name. */
export function saveBlob(blob: Blob, fileName: string): void {
const url = URL.createObjectURL(blob);
const a = document.createElement('a');
a.href = url;
a.download = fileName;
a.click();
setTimeout(() => URL.revokeObjectURL(url), 1000);
}
/** One page of an officer list, as every /i4c/admin list endpoint returns it. */
export interface I4cPage<T> {
totalFilteredRecords: number;
pageItems: T[];
}
/** Query-string filters of a list; empty values are left out of the request. */
export type I4cListParams = Record<string, string | number | boolean | null | undefined>;
export interface HoldActionRequest {
action: 'RELEASE' | 'FREEZE' | 'UNFREEZE' | 'UNFREEZE_AND_RELEASE';
/** RELEASE only: how much to release; empty releases all. */
amount?: number | null;
reasonType: string;
orderReference?: string;
orderDate?: string;
authority?: string;
remarks?: string;
}
export const HOLD_REASON_TYPES: { value: string; label: string }[] = [
{ value: 'IO_ORDER', label: 'Investigating Officer order' },
{ value: 'GRM_DECISION', label: 'GRM decision (IO / DGRO / SGRO)' },
{ value: 'MRM_RESTORATION', label: 'MRM money restoration' },
{ value: 'COURT_ORDER', label: 'Court order' },
{ value: 'LEA_DIRECTION', label: 'LEA direction' },
{ value: 'REVIEW_90_DAYS', label: '90-day review (no direction received)' },
{ value: 'WRONG_ACCOUNT', label: 'Wrong account reported' },
{ value: 'OTHER', label: 'Other' }
];
/** Officer API of the I4C (NCRP-CFCFRMS) integration: /v1/i4c/admin/* on the CBS backend. */
@Injectable({ providedIn: 'root' })
export class I4cService {
private http = inject(HttpClient);
private base = '/i4c/admin';
private cases = '/i4c/cases';
dashboard(): Observable<any> {
return this.http.get<any>(`${this.base}/dashboard`);
}
/** Filters: status, search, subCategory, layer, response, fromDate, toDate, offset, limit. */
requests(query: I4cListParams = {}): Observable<I4cPage<any>> {
return this.http.get<I4cPage<any>>(`${this.base}/requests`, { params: this.params(query) });
}
request(id: number): Observable<any> {
return this.http.get<any>(`${this.base}/requests/${id}`);
}
reprocess(id: number): Observable<any> {
return this.http.post<any>(`${this.base}/requests/${id}/reprocess`, {});
}
/** Filters: view, search, accountType, intimation, frozen, layer, fromDate, toDate, offset, limit. */
holds(query: I4cListParams = {}): Observable<I4cPage<I4cHold>> {
return this.http.get<I4cPage<I4cHold>>(`${this.base}/holds`, { params: this.params(query) });
}
hold(id: number): Observable<I4cHold> {
return this.http.get<I4cHold>(`${this.base}/holds/${id}`);
}
requestHoldAction(holdId: number, body: HoldActionRequest): Observable<any> {
return this.http.post<any>(`${this.base}/holds/${holdId}/actions`, body);
}
recordIntimation(holdId: number, mode: string, reference?: string): Observable<any> {
return this.http.post<any>(`${this.base}/holds/${holdId}/intimation`, { mode, reference });
}
/** Filters: status, action, reasonType, search, fromDate, toDate, offset, limit. */
holdActions(query: I4cListParams = {}): Observable<I4cPage<any>> {
return this.http.get<I4cPage<any>>(`${this.base}/hold-actions`, { params: this.params(query) });
}
approveHoldAction(id: number): Observable<any> {
return this.http.post<any>(`${this.base}/hold-actions/${id}/approve`, {});
}
rejectHoldAction(id: number, reason: string): Observable<any> {
return this.http.post<any>(`${this.base}/hold-actions/${id}/reject`, { reason });
}
/** Filters: status, type (ACK / RESPONSE), search, fromDate, toDate, offset, limit. */
outbox(query: I4cListParams = {}): Observable<I4cPage<any>> {
return this.http.get<I4cPage<any>>(`${this.base}/outbox`, { params: this.params(query) });
}
retryOutbox(id: number): Observable<any> {
return this.http.post<any>(`${this.base}/outbox/${id}/retry`, {});
}
/** Filters: direction, failures, httpStatus, responseCode, search, fromDate, toDate, offset, limit. */
apiLog(query: I4cListParams = {}): Observable<I4cPage<any>> {
return this.http.get<I4cPage<any>>(`${this.base}/api-log`, { params: this.params(query) });
}
apiLogEntry(id: number): Observable<any> {
return this.http.get<any>(`${this.base}/api-log/${id}`);
}
/** Send the hold notice now on the switched-on automatic channels. */
sendIntimation(holdId: number): Observable<IntimationResult> {
return this.http.post<IntimationResult>(`${this.base}/holds/${holdId}/intimation/send`, {});
}
intimationChannels(): Observable<IntimationSettings> {
return this.http.get<IntimationSettings>(`${this.base}/intimation-channels`);
}
updateIntimationChannel(
channel: string,
body: { enabled?: boolean; priority?: number; subject?: string; body?: string }
): Observable<IntimationChannel[]> {
return this.http.put<IntimationChannel[]>(`${this.base}/intimation-channels/${channel}`, body);
}
testIntimationChannel(channel: string, to: string): Observable<IntimationResult> {
return this.http.post<IntimationResult>(`${this.base}/intimation-channels/${channel}/test`, { to });
}
/** Filters: search, type, ifsc (KNOWN / UNKNOWN), offset, limit. */
bankMaster(query: I4cListParams = {}): Observable<I4cPage<any>> {
return this.http.get<I4cPage<any>>(`${this.base}/bank-master`, { params: this.params(query) });
}
// ── GRM / MRM (/v1/i4c/cases) ──────────────────────────────────────────
grievances(query: I4cListParams = {}): Observable<I4cPage<any>> {
return this.http.get<I4cPage<any>>(`${this.cases}/grievances`, { params: this.params(query) });
}
grievance(id: number): Observable<any> {
return this.http.get<any>(`${this.cases}/grievances/${id}`);
}
createGrievance(
holdId: number,
body: { customerRequest: string; customerReason?: string }
): Observable<{ resourceId: number }> {
return this.http.post<{ resourceId: number }>(`${this.cases}/holds/${holdId}/grievances`, body);
}
/** step: edd, submit, nodal, events, investigation, decision, escalate, withdraw */
grievanceStep(id: number, step: string, body: Record<string, any>): Observable<any> {
return this.http.post<any>(`${this.cases}/grievances/${id}/${step}`, body);
}
raiseGrievanceAction(id: number): Observable<{ resourceId: number; actionRequestId: number | null }> {
return this.http.post<{ resourceId: number; actionRequestId: number | null }>(
`${this.cases}/grievances/${id}/action`,
{}
);
}
restorations(query: I4cListParams = {}): Observable<I4cPage<any>> {
return this.http.get<I4cPage<any>>(`${this.cases}/restorations`, { params: this.params(query) });
}
restoration(id: number): Observable<any> {
return this.http.get<any>(`${this.cases}/restorations/${id}`);
}
assessRestoration(
holdId: number,
body: { basis: string; restorableAmount?: number | null; remarks?: string }
): Observable<{ resourceId: number }> {
return this.http.post<{ resourceId: number }>(`${this.cases}/holds/${holdId}/restorations`, body);
}
recordRestorationRequest(id: number, body: Record<string, any>): Observable<any> {
return this.http.put<any>(`${this.cases}/restorations/${id}/request`, body);
}
/** step: bank-action, retry-outward, mrm-updated, receipt, victim-status */
restorationStep(id: number, step: string, body: Record<string, any> = {}): Observable<any> {
return this.http.post<any>(`${this.cases}/restorations/${id}/${step}`, body);
}
openVictimCase(acknowledgementNo: string): Observable<{ resourceId: number }> {
return this.http.post<{ resourceId: number }>(`${this.cases}/victim-cases`, { acknowledgementNo });
}
proRata(accountNo: string, amount?: number | null): Observable<any> {
return this.http.get<any>(`${this.cases}/pro-rata`, { params: this.params({ accountNo, amount }) });
}
mrmBalanceReport(): Observable<any[]> {
return this.http.get<any[]>(`${this.cases}/mrm-balance-report`);
}
mrmBalanceReportCsv(): Observable<Blob> {
return this.http.get(`${this.cases}/mrm-balance-report.csv`, { responseType: 'blob' });
}
statementCsv(holdId: number, fromDate?: string, toDate?: string): Observable<Blob> {
return this.http.get(`${this.cases}/holds/${holdId}/statement.csv`, {
params: this.params({ fromDate, toDate }),
responseType: 'blob'
});
}
documents(ownerType: I4cDocumentOwner, ownerId: number): Observable<I4cDocument[]> {
return this.http.get<I4cDocument[]>(`${this.cases}/documents`, { params: this.params({ ownerType, ownerId }) });
}
uploadDocument(body: {
ownerType: I4cDocumentOwner;
ownerId: number;
docType: string;
fileName: string;
contentType: string;
content: string;
remarks?: string;
}): Observable<{ resourceId: number }> {
return this.http.post<{ resourceId: number }>(`${this.cases}/documents`, body);
}
downloadDocument(id: number): Observable<Blob> {
return this.http.get(`${this.cases}/documents/${id}/content`, { responseType: 'blob' });
}
private params(values: Record<string, any>): HttpParams {
let params = new HttpParams();
Object.entries(values).forEach(
([
key,
value
]) => {
if (value !== undefined && value !== null && value !== '') {
params = params.set(key, String(value));
}
}
);
return params;
}
}
/** Backend errors come as Fineract's { defaultUserMessage, errors[] }; this picks the sentence a user should read. */
export function i4cErrorMessage(error: any): string {
const body = error?.error;
return (
body?.errors?.[0]?.defaultUserMessage ||
body?.defaultUserMessage ||
body?.developerMessage ||
error?.message ||
'Request failed'
);
}
@@ -0,0 +1,16 @@
/**
* 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 { HttpContextToken } from '@angular/common/http';
/**
* Per-request opt-out of the top progress bar. Set via `{ context: new HttpContext().set(NO_PROGRESS_BAR, true) }`
* on background calls the user did not ask for (such as the Approvals badge listening for changes), which would
* otherwise keep the bar running or make it flash on a screen that has not changed.
*/
export const NO_PROGRESS_BAR = new HttpContextToken<boolean>(() => false);
@@ -16,6 +16,7 @@ import { finalize } from 'rxjs/operators';
/** Custom Services */
import { ProgressBarService } from './progress-bar.service';
import { NO_PROGRESS_BAR } from './no-progress.token';
/**
* Http Request interceptor to start/stop loading the progress bar.
@@ -29,6 +30,9 @@ export class ProgressInterceptor implements HttpInterceptor {
* and stop when a response or error is received.
*/
intercept(request: HttpRequest<any>, next: HttpHandler): Observable<HttpEvent<any>> {
if (request.context.get(NO_PROGRESS_BAR)) {
return next.handle(request);
}
this.progressBarService.increase();
return next.handle(request).pipe(
finalize(() => {
+36 -33
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
@@ -256,13 +264,6 @@
>
<fa-icon icon="exchange"></fa-icon> Cash Exchange
</a>
<a
class="cashier-nav__item"
[routerLink]="['/cashier/exchange-detail']"
routerLinkActive="cashier-nav__item--active"
>
<fa-icon icon="globe"></fa-icon> Exchange Detail
</a>
<a
class="cashier-nav__item"
[routerLink]="['/cashier/inter-cashier']"
@@ -270,13 +271,6 @@
>
<fa-icon icon="exchange-alt"></fa-icon> Inter-Cashier
</a>
<a
class="cashier-nav__item"
[routerLink]="['/cashier/excess-report']"
routerLinkActive="cashier-nav__item--active"
>
<fa-icon icon="exclamation-circle"></fa-icon> Excess Report
</a>
<a
class="cashier-nav__item"
[routerLink]="['/cashier/cashier-position']"
@@ -284,6 +278,13 @@
>
<fa-icon icon="wallet"></fa-icon> Position
</a>
<a
class="cashier-nav__item"
[routerLink]="['/cashier/reconciliation']"
routerLinkActive="cashier-nav__item--active"
>
<fa-icon icon="balance-scale"></fa-icon> Reconciliation
</a>
<a
class="cashier-nav__item"
[routerLink]="['/cashier/cash-history']"
@@ -294,6 +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']"
@@ -308,13 +316,6 @@
>
<fa-icon icon="list"></fa-icon> Payment
</a>
<a
class="cashier-nav__item"
[routerLink]="['/cashier/closing-report']"
routerLinkActive="cashier-nav__item--active"
>
<fa-icon icon="file-alt"></fa-icon> Closing Report
</a>
</nav>
}
}
@@ -464,6 +465,11 @@
*mifosxHasPermission="'MENU_TASKS'"
>
<fa-icon icon="check" class="ni-ico"></fa-icon>Approvals
@if (approvalTotal > 0) {
<span class="ni-badge" title="Requests waiting for approval">{{
approvalTotal > 99 ? '99+' : approvalTotal
}}</span>
}
</a>
<a class="ni" tabindex="0" [matMenuTriggerFor]="cashierMenu" *mifosxHasPermission="'MENU_CASHIER'">
<fa-icon icon="money-bill" class="ni-ico"></fa-icon>Cashier
@@ -1094,6 +1100,9 @@
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/vault-position']">
<fa-icon icon="lock" class="menu-item-icon"></fa-icon> Vault Position
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/branch-position']">
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> Branch Cash Position
</button>
</div>
<div class="deposit-menu-group">
<div class="deposit-group-title">Verification &amp; Reports</div>
@@ -1166,18 +1175,18 @@
<!-- Cash Entries & Exchange -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Cash &amp; Counter</div>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-exchange']">
<fa-icon icon="exchange" class="menu-item-icon"></fa-icon> Cash Exchange Entry
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/exchange-detail']">
<fa-icon icon="globe" class="menu-item-icon"></fa-icon> Currency Exchange Detail
</button>
<!-- Cash Exchange, Currency Exchange Detail, Inter-Cashier Transfer and Reconciliation are not
here: they move or count notes in one cashier's own drawer, so only the cashier who is logged
in does them, from the cashier screen. -->
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/transaction-entry']">
<fa-icon icon="keyboard" class="menu-item-icon"></fa-icon> Transaction Entry
</button>
<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 -->
@@ -1186,9 +1195,6 @@
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-transfer']">
<fa-icon icon="random" class="menu-item-icon"></fa-icon> Cash Transfer
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/inter-cashier']">
<fa-icon icon="exchange-alt" class="menu-item-icon"></fa-icon> Inter-Cashier Transfer
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-settlement']">
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Cash Settlement
</button>
@@ -1209,9 +1215,6 @@
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/excess-report']">
<fa-icon icon="exclamation-circle" class="menu-item-icon"></fa-icon> Excess Transaction Report
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/reconciliation']">
<fa-icon icon="balance-scale" class="menu-item-icon"></fa-icon> Reconciliation
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-history']">
<fa-icon icon="history" class="menu-item-icon"></fa-icon> Cash History
</button>
+53
View File
@@ -244,6 +244,44 @@ $color: #e2e4ec;
}
}
/*
* The cashier's bar is meant to be one row at a normal window size: it carries about eleven items, and at
* the usual padding the last one wrapped onto a second row. The items are tightened so they fit, and spread
* across the row. As the window narrows they tighten further, then drop their icons, and only wrap in a very
* narrow window. The clerk's bar (cashier-nav--clerk) has its own dropdowns and is left as it was.
*/
.cashier-nav:not(.cashier-nav--clerk) {
flex-wrap: nowrap;
justify-content: space-between;
gap: 0;
padding: 4px 8px;
.cashier-nav__item {
flex: 0 0 auto;
gap: 4px;
padding: 5px 8px;
font-size: 11.5px;
}
@media (width <= 1240px) {
.cashier-nav__item {
padding: 5px 6px;
font-size: 11px;
}
}
@media (width <= 1120px) {
.cashier-nav__item fa-icon {
display: none;
}
}
@media (width <= 900px) {
flex-wrap: wrap;
justify-content: flex-start;
}
}
.sidenav {
overflow-x: hidden;
position: relative;
@@ -1044,3 +1082,18 @@ $gray-700: #334155;
width: $bar;
}
}
// How many requests are waiting under Approvals.
.ni-badge {
min-width: 16px;
height: 16px;
margin-left: 4px;
padding: 0 5px;
border-radius: 999px;
background: #f59e0b;
color: #fff;
font-size: 10px;
font-weight: 700;
line-height: 16px;
text-align: center;
}
+15
View File
@@ -17,6 +17,7 @@ import { TenantMenuAccessService } from '../../directives/has-permission/tenant-
/** rxjs Imports */
import { Observable, Subscription } from 'rxjs';
import { ApprovalCountsService } from '../../tasks/approval-counts.service';
import { map, filter } from 'rxjs/operators';
/** Custom Services */
@@ -68,6 +69,11 @@ export class ShellComponent implements OnInit, OnDestroy {
private authService = inject(AuthenticationService);
private clerkUiStateService = inject(ClerkUiStateService);
private tenantMenuAccessService = inject(TenantMenuAccessService);
private approvalCounts = inject(ApprovalCountsService);
/** Requests waiting across every Approval Center tab this user can see, shown on the Approvals menu. */
approvalTotal = 0;
private approvalTotalSub?: Subscription;
/** Subscription to breakpoint observer for handset. */
isHandset$: Observable<boolean> = this.breakpointObserver
@@ -144,6 +150,13 @@ export class ShellComponent implements OnInit, OnDestroy {
* Subscribes to progress bar to update its mode.
*/
ngOnInit() {
// The Approvals badge: counts refresh every minute while the app is open, and again whenever the Approval Center opens.
this.approvalTotalSub = this.approvalCounts.total$.subscribe((total) => {
this.approvalTotal = total;
this.cdr.markForCheck();
});
this.approvalCounts.start();
this.progressBar$ = this.progressBarService.updateProgressBar.subscribe((mode: string) => {
this.progressBarMode = mode;
this.cdr.detectChanges();
@@ -368,6 +381,8 @@ export class ShellComponent implements OnInit, OnDestroy {
* Unsubscribes from progress bar.
*/
ngOnDestroy() {
this.approvalTotalSub?.unsubscribe();
this.approvalCounts.stop();
if (this.progressBar$) {
this.progressBar$.unsubscribe();
}
@@ -135,18 +135,6 @@
<mat-icon><fa-icon icon="eye" size="sm"></fa-icon></mat-icon>
<span>{{ 'labels.text.View Transaction' | translate }}</span>
</button>
@if (!transaction.reversed) {
<span>
<button
mat-menu-item
*mifosxHasPermission="'ADJUSTTRANSACTION_CURRENTACCOUNT'"
(click)="undoTransaction(transaction, $event)"
>
<mat-icon><fa-icon icon="undo" size="sm"></fa-icon></mat-icon>
<span>{{ 'tooltips.Undo Transaction' | translate }}</span>
</button>
</span>
}
<button
mat-menu-item
class="account-action-button"
@@ -40,18 +40,6 @@
</button>
</span>
}
@if (allowUndo()) {
<span>
<button
mat-raised-button
color="warn"
*mifosxHasPermission="'UNDOTRANSACTION_CURRENTACCOUNT'"
(click)="undoTransaction()"
>
<fa-icon icon="undo" class="m-r-10"></fa-icon>{{ 'labels.buttons.Undo' | translate }}
</button>
</span>
}
</div>
<div class="container">
@@ -331,12 +331,14 @@
<span class="fdrc-maturity-row__value">{{ matchResult.appliedRate | number: '1.2-2' }}% p.a.</span>
</div>
<div class="fdrc-maturity-row fdrc-maturity-row--interest">
<span class="fdrc-maturity-row__label">Interest Earned</span>
<span class="fdrc-maturity-row__label">{{
isSpecial ? 'Total Interest (paid out monthly)' : 'Interest Earned'
}}</span>
<span class="fdrc-maturity-row__value">₹ {{ matchResult.interestEarned | number: '1.2-2' }}</span>
</div>
@if (isSpecial && matchResult.estimatedMonthlyPayout) {
<div class="fdrc-maturity-row">
<span class="fdrc-maturity-row__label">Monthly Payout</span>
<span class="fdrc-maturity-row__label">Monthly Payout (approx., by days in the month)</span>
<span class="fdrc-maturity-row__value fdrc-maturity-row__value--highlight">
₹ {{ matchResult.estimatedMonthlyPayout | number: '1.2-2' }} / month
</span>
@@ -351,13 +353,64 @@
}
</span>
<span class="fdrc-maturity-row__value fdrc-maturity-row__value--big">
₹ {{ (isSpecial ? principalAmount : matchResult.maturityAmount) | number: '1.2-2' }}
₹ {{ matchResult.maturityAmount | number: '1.2-2' }}
</span>
</div>
@if (isSpecial && specialPreview) {
<div class="fdrc-maturity-row">
<span class="fdrc-maturity-row__label">Maturity Date</span>
<span class="fdrc-maturity-row__value">{{
specialPreview.maturityDate | date: 'dd MMM yyyy'
}}</span>
</div>
<div class="fdrc-maturity-row">
<span class="fdrc-maturity-row__label">Monthly payouts</span>
<span class="fdrc-maturity-row__value">{{ specialPreview.numberOfPayouts }}</span>
</div>
<div class="fdrc-maturity-row">
<span class="fdrc-maturity-row__label">Principal + all payouts</span>
<span class="fdrc-maturity-row__value"
>₹ {{ specialPreview.totalValueAtMaturity | number: '1.2-2' }}</span
>
</div>
}
</div>
</div>
@if (isSpecial && specialPreview) {
<div class="fdrc-schedule">
<div class="fdrc-schedule__head">
<span><i class="fas fa-calendar-alt"></i> Monthly Interest Payout Schedule</span>
<button
mat-stroked-button
type="button"
class="fdrc-schedule__toggle"
(click)="openSpecialSchedule()"
>
View payout schedule ({{ specialPreview.numberOfPayouts }})
</button>
</div>
<div class="fdrc-schedule__note">
From {{ specialPreview.startDate | date: 'dd MMM yyyy' }} (the day the account is opened) to
{{ specialPreview.maturityDate | date: 'dd MMM yyyy' }}, worked out by the account engine from the
product.
</div>
</div>
}
}
@if (!matchResult.maturityAmount) {
@if (specialPreviewLoading) {
<div class="fdrc-payout-hint">
<i class="fas fa-spinner fa-spin"></i>
Working out the maturity from the product…
</div>
}
@if (specialPreviewError) {
<div class="fdrc-payout-hint fdrc-payout-hint--error">
<i class="fas fa-exclamation-triangle"></i>
{{ specialPreviewError }}
</div>
}
@if (!matchResult.maturityAmount && !specialPreviewLoading && !specialPreviewError) {
<div class="fdrc-payout-hint">
<i class="fas fa-lightbulb"></i>
Enter a deposit amount above to see the maturity calculation.
@@ -1229,3 +1229,72 @@ $red-light: #fee2e2;
font-weight: 700;
}
}
/* FD Special: payout schedule from the backend preview */
.fdrc-schedule {
margin-top: 12px;
border: 1px solid #bbf7d0;
border-radius: 10px;
background: #fff;
overflow: hidden;
&__head {
display: flex;
align-items: center;
justify-content: space-between;
gap: 8px;
padding: 8px 14px;
background: #f0fdf4;
font-size: 12px;
font-weight: 700;
color: #166534;
text-transform: uppercase;
letter-spacing: 0.05em;
}
&__note {
padding: 6px 14px;
font-size: 12px;
color: #475569;
}
&__wrap {
max-height: 360px;
overflow: auto;
}
&__table {
width: 100%;
border-collapse: collapse;
font-size: 13px;
th,
td {
padding: 6px 14px;
border-top: 1px solid #e2e8f0;
text-align: left;
}
th {
position: sticky;
top: 0;
background: #f8fafc;
font-size: 11px;
text-transform: uppercase;
color: #64748b;
}
.num {
text-align: right;
}
tfoot td {
font-weight: 700;
background: #f0fdf4;
}
}
}
.fdrc-payout-hint--error {
color: #b91c1c;
}
@@ -36,12 +36,39 @@ import { FormsModule } from '@angular/forms';
import { DateFormatPipe } from '../../../../pipes/date-format.pipe';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { FixedDepositsService } from '../../fixed-deposits.service';
import { MatDialog } from '@angular/material/dialog';
import { InterestScheduleDialogComponent } from '../../fixed-deposit-account-view/custom-dialogs/interest-schedule-dialog/interest-schedule-dialog.component';
import { ClientsService } from 'app/clients/clients.service';
import { SettingsService } from 'app/settings/settings.service';
import { SENIOR_CITIZEN_AGE_THRESHOLD, deriveSeniorCitizenStatus } from 'app/clients/shared/client-age.util';
export type FdPeriodUnit = 'Days' | 'Months' | 'Years';
/**
* yyyy-MM-dd of the calendar day as the user sees it. toISOString() gives the UTC day instead, which in India is the day
* before for any date at local midnight - so a deposit opened on the 21st was quoted from the 20th.
*/
function localIsoDate(d: Date): string {
const pad = (n: number) => String(n).padStart(2, '0');
return `${d.getFullYear()}-${pad(d.getMonth() + 1)}-${pad(d.getDate())}`;
}
/** FD quote from POST fixeddepositaccounts/account-preview (worked out by the account engine, every FD type). */
export interface SpecialPayoutPreview {
fdType: string;
depositAmount: number;
annualInterestRate: number;
seniorCitizen: boolean;
startDate: string;
maturityDate: string;
numberOfPayouts: number;
fullMonthPayout: number;
totalInterest: number;
maturityAmount: number;
totalValueAtMaturity: number;
periods: { period: number; fromDate: string; toDate: string; days: number; interestAmount: number }[];
}
export interface SlabMatchResult {
slab: any;
slabIndex: number;
@@ -87,6 +114,7 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
private clientsService = inject(ClientsService);
private settingsService = inject(SettingsService);
private cdr = inject(ChangeDetectorRef);
private dialog = inject(MatDialog);
@Input() fixedDepositsAccountTemplate: any;
@Input() fixedDepositsAccountProductTemplate: any;
@@ -163,6 +191,10 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
}
matchResult: SlabMatchResult | null = null;
/** FD Special only: the backend's quote and payout schedule for the tenure and amount entered. */
specialPreview: SpecialPayoutPreview | null = null;
specialPreviewLoading = false;
specialPreviewError: string | null = null;
validationWarning: string | null = null;
// ── FD Type labels ──────────────────────────────────────────────────────
@@ -270,6 +302,8 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
calculateRate() {
this.validationWarning = null;
this.matchResult = null;
this.specialPreview = null;
this.specialPreviewError = null;
if (!this.tenureValue || this.tenureValue <= 0) {
this.validationWarning = 'Please enter a valid tenure value greater than 0.';
@@ -334,30 +368,6 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
const frequencyId = this.resolveFrequencyId(this.tenurePeriodUnit);
if (this.principalAmount && this.principalAmount > 0) {
// Years and Months convert exactly; a Days tenure is sent as days and never converted.
let tenureInMonths: number | undefined;
let tenureInDays: number | undefined;
if (this.tenurePeriodUnit === 'Years') {
tenureInMonths = this.tenureValue * 12;
} else if (this.tenurePeriodUnit === 'Months') {
tenureInMonths = this.tenureValue;
} else {
// Sent as days, whatever the count. Converting to whole months silently dropped the
// remainder — a 200-day deposit quoted as six months lost 20 days of interest, and the
// screen still said "200 Days" above the figure. The backend takes days directly and
// works the calendar out itself.
tenureInDays = enteredDays;
}
// Map compounding period type id → months (0=Daily, 1=Daily, 4=Monthly, 5=Quarterly, 6=SemiAnnual, 7=Annual)
const compMap: Record<number, number> = { 1: 0, 4: 1, 5: 3, 6: 6, 7: 12 };
const compId = this.fixedDepositsAccountProductTemplate?.interestCompoundingPeriodType?.id ?? 4;
const compMonths = compMap[compId] ?? 1;
// Map posting period type id → months
const postId = this.fixedDepositsAccountProductTemplate?.interestPostingPeriodType?.id ?? 4;
const postMonths = compMap[postId] ?? 1;
const emitResult = () => {
if (frequencyId !== null) {
this.tenureSelected.emit({
@@ -375,7 +385,7 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
// Get submittedOnDate — Input takes priority over template data
let submittedOnDateStr: string;
if (this.submittedOnDate) {
submittedOnDateStr = this.submittedOnDate.toISOString().split('T')[0];
submittedOnDateStr = localIsoDate(this.submittedOnDate);
} else {
const submittedOnDateRaw =
this.fixedDepositsAccountTemplate?.timeline?.submittedOnDate ??
@@ -384,63 +394,18 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
const d = Array.isArray(submittedOnDateRaw)
? new Date(submittedOnDateRaw[0], submittedOnDateRaw[1] - 1, submittedOnDateRaw[2])
: new Date(submittedOnDateRaw);
submittedOnDateStr = !isNaN(d.getTime())
? d.toISOString().split('T')[0]
: new Date().toISOString().split('T')[0];
submittedOnDateStr = !isNaN(d.getTime()) ? localIsoDate(d) : localIsoDate(new Date());
} else {
submittedOnDateStr = new Date().toISOString().split('T')[0];
submittedOnDateStr = localIsoDate(new Date());
}
}
const daysInYearVal =
this.fixedDepositsAccountProductTemplate?.interestCalculationDaysInYearType?.id === 360 ? 360 : 365;
// Always use backend API for accurate calculation (including daily compounding with 0)
this.fixedDepositsService
.calculateFixedDepositInterest({
principalAmount: this.principalAmount,
annualInterestRate: rate,
tenureInMonths,
tenureInDays,
interestCompoundingPeriodInMonths: compMonths, // 0 = daily, now supported by backend
interestPostingPeriodInMonths: postMonths,
submittedOnDate: submittedOnDateStr,
daysInYear: daysInYearVal
})
.subscribe({
next: (apiResult: any) => {
result.maturityAmount = apiResult.maturityAmount;
result.interestEarned =
apiResult.totalInterest ?? Math.round((apiResult.maturityAmount - this.principalAmount) * 100) / 100;
this.matchResult = { ...result };
emitResult();
},
error: () => {
// Fallback if API fails: frontend formula
const r = rate / 100;
if (compMonths === 0) {
// Daily compounding fallback
result.maturityAmount =
Math.round(this.principalAmount * Math.pow(1 + r / daysInYearVal, enteredDays) * 100) / 100;
} else {
const n = 12 / compMonths;
const effectiveMonths = tenureInMonths ?? enteredDays / 30;
const rPerCompounding = rate / (n * 100);
// Whole compounding periods, then simple interest on the days left over. Flooring the
// periods and stopping there dropped the remainder entirely: a 200-day deposit
// compounding monthly quoted only six months of interest and lost the other twenty
// days, which is the depositor's money.
const wholePeriods = Math.floor(effectiveMonths / compMonths);
const compounded = this.principalAmount * Math.pow(1 + rPerCompounding, wholePeriods);
const leftoverDays = enteredDays - wholePeriods * compMonths * 30;
const leftoverInterest =
leftoverDays > 0 ? (compounded * rate * leftoverDays) / (100 * daysInYearVal) : 0;
result.maturityAmount = Math.round((compounded + leftoverInterest) * 100) / 100;
}
result.interestEarned = Math.round((result.maturityAmount - this.principalAmount) * 100) / 100;
this.matchResult = { ...result };
emitResult();
}
});
// The whole quote - rate, maturity date, maturity amount and, for FD Special, the month-by-month payout
// schedule - comes from the backend, which builds the would-be account from the product exactly as Submit does
// (its posting periods, compounding, days in year, rate card, senior-citizen rate) and runs the account's own
// interest engine. Nothing is worked out here: on an error the quote is simply not shown, never estimated.
if (frequencyId !== null) {
this.loadAccountPreview(result, rate, submittedOnDateStr, frequencyId, emitResult);
}
} else {
this.matchResult = result;
if (frequencyId !== null) {
@@ -457,6 +422,96 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
}
}
/** The backend's payout schedule in the same popup the account itself uses, in its quote (preview) mode. */
openSpecialSchedule(): void {
if (!this.specialPreview) return;
this.dialog.open(InterestScheduleDialogComponent, {
width: '760px',
data: {
preview: true,
currencyCode: this.fixedDepositsAccountProductTemplate?.currency?.code ?? 'INR',
note:
'Worked out by the account engine from the product, starting ' +
this.specialPreview.startDate +
' (the day the account is opened) and ending the day before maturity on ' +
this.specialPreview.maturityDate +
'. The first and last periods are part-months; each pays for the days it covers.',
schedule: this.specialPreview.periods.map((p) => ({
fromDate: p.fromDate,
toDate: p.toDate,
days: p.days,
interestAmount: Number(p.interestAmount),
paid: false
}))
}
});
}
/**
* Asks the backend for the quote (POST fixeddepositaccounts/account-preview) with the same terms Submit sends: the
* product's own interest terms, and the senior-citizen rate the same way Submit overrides it. The rate, maturity
* amount and interest shown are the backend's, so they match the account once it is created.
*/
private loadAccountPreview(
result: SlabMatchResult,
rate: number,
submittedOnDateStr: string,
frequencyId: number,
emitResult: () => void
): void {
const pt = this.fixedDepositsAccountProductTemplate ?? {};
const body: any = {
clientId: pt.clientId ?? this.fixedDepositsAccountTemplate?.clientId,
productId: pt.depositProductId ?? pt.productId ?? this.fixedDepositsAccountTemplate?.productId,
submittedOnDate: submittedOnDateStr,
dateFormat: 'yyyy-MM-dd',
locale: 'en',
depositAmount: this.principalAmount,
depositPeriod: this.tenureValue,
depositPeriodFrequencyId: frequencyId
};
if (pt.nominalAnnualInterestRate != null) body.nominalAnnualInterestRate = pt.nominalAnnualInterestRate;
if (pt.interestCompoundingPeriodType?.id != null)
body.interestCompoundingPeriodType = pt.interestCompoundingPeriodType.id;
if (pt.interestPostingPeriodType?.id != null) body.interestPostingPeriodType = pt.interestPostingPeriodType.id;
if (pt.interestCalculationType?.id != null) body.interestCalculationType = pt.interestCalculationType.id;
if (pt.interestCalculationDaysInYearType?.id != null)
body.interestCalculationDaysInYearType = pt.interestCalculationDaysInYearType.id;
if (this.isSeniorCitizen && rate > 0) {
body.isSeniorCitizen = true;
body.seniorCitizenInterestRate = rate;
body.nominalAnnualInterestRate = rate;
}
this.specialPreview = null;
this.specialPreviewError = null;
this.specialPreviewLoading = true;
this.fixedDepositsService.accountPreview(body).subscribe({
next: (preview: SpecialPayoutPreview) => {
this.specialPreviewLoading = false;
this.specialPreview = preview;
result.appliedRate = Number(preview.annualInterestRate);
result.interestEarned = Number(preview.totalInterest);
result.estimatedMonthlyPayout = preview.fullMonthPayout != null ? Number(preview.fullMonthPayout) : undefined;
result.maturityAmount = Number(preview.maturityAmount);
this.matchResult = { ...result };
emitResult();
this.cdr.markForCheck();
},
error: (e: any) => {
this.specialPreviewLoading = false;
this.specialPreviewError =
e?.error?.errors?.[0]?.defaultUserMessage ||
e?.error?.defaultUserMessage ||
'Could not work out the maturity. Check the deposit details and try again.';
result.maturityAmount = undefined;
result.interestEarned = undefined;
this.matchResult = { ...result };
this.cdr.markForCheck();
}
});
}
private resolveFrequencyId(unit: FdPeriodUnit): number | null {
const options: any[] = this.fixedDepositsAccountProductTemplate?.periodFrequencyTypeOptions ?? [];
const unitLower = unit.toLowerCase();
@@ -471,12 +526,16 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
this.tenureValue = null;
this.principalAmount = null;
this.matchResult = null;
this.specialPreview = null;
this.specialPreviewError = null;
this.validationWarning = null;
this.tenurePeriodUnit = this.allowedPeriodUnits[0];
}
onPeriodUnitChange() {
this.matchResult = null;
this.specialPreview = null;
this.specialPreviewError = null;
this.validationWarning = null;
}
@@ -524,6 +583,8 @@ export class FixedDepositAccountInterestRateChartStepComponent implements OnChan
this.calculateRate();
} else {
this.matchResult = null;
this.specialPreview = null;
this.specialPreviewError = null;
}
}
@@ -326,7 +326,7 @@
<div class="preview-dorm-step__body">
<span class="preview-dorm-step__label">Inactive</span>
<span class="preview-dorm-step__days">
@if (fixedDepositsAccountProductTemplate?.daysToInactive != null) {
@if ((fixedDepositsAccountProductTemplate?.daysToInactive ?? null) !== null) {
After {{ fixedDepositsAccountProductTemplate.daysToInactive }} days of no transaction
} @else {
Not configured
@@ -340,7 +340,7 @@
<div class="preview-dorm-step__body">
<span class="preview-dorm-step__label">Dormant</span>
<span class="preview-dorm-step__days">
@if (fixedDepositsAccountProductTemplate?.daysToDormancy != null) {
@if ((fixedDepositsAccountProductTemplate?.daysToDormancy ?? null) !== null) {
{{ fixedDepositsAccountProductTemplate.daysToDormancy }} days after inactive
} @else {
Not configured
@@ -354,7 +354,7 @@
<div class="preview-dorm-step__body">
<span class="preview-dorm-step__label">Escheat</span>
<span class="preview-dorm-step__days">
@if (fixedDepositsAccountProductTemplate?.daysToEscheat != null) {
@if ((fixedDepositsAccountProductTemplate?.daysToEscheat ?? null) !== null) {
{{ fixedDepositsAccountProductTemplate.daysToEscheat }} days after dormant
} @else {
Not configured
@@ -458,13 +458,15 @@
<span class="preview-value">{{ maturitySummary.tenureLabel }}</span>
</div>
<div class="preview-field">
<span class="preview-label">Estimated Interest Earned</span>
<span class="preview-label">{{
isSpecial ? 'Total Interest (paid out monthly)' : 'Estimated Interest Earned'
}}</span>
<span class="preview-value" style="color: var(--theme-success, #28a745); font-weight: 500">
+ {{ maturitySummary.totalInterest | formatNumber }} {{ currencyName }}
</span>
</div>
<div class="preview-field" style="grid-column: span 2">
<span class="preview-label">Projected Maturity Amount</span>
<span class="preview-label">{{ isSpecial ? 'Principal at Maturity' : 'Projected Maturity Amount' }}</span>
<span class="preview-value preview-mono" style="font-weight: 600; font-size: 1.25rem">
{{ maturitySummary.maturityAmount | formatNumber }} {{ currencyName }}
</span>
@@ -145,6 +145,11 @@ export class FixedDepositAccountPreviewStepComponent implements OnChanges {
SPECIAL: 'FD Special (Monthly Interest Payout)'
};
/** FD Special pays its interest out monthly; the principal alone comes back at maturity. */
get isSpecial(): boolean {
return this.fixedDepositsAccountProductTemplate?.fdType === 'SPECIAL';
}
getFdTypeLabel(fdType: string): string {
return this.fdTypeLabels[fdType] || fdType;
}

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