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...
4 Commits
Author SHA1 Message Date
nitesh 29f1cdc646 fix(clients): Aadhaar show/hide icon spilling past the field border in KYC step
.toggle-vis-btn shrinks the visible mat-icon-button to 28px, but Material
still reserves its default ~48px invisible touch-target/ripple centered
on the button. Since the suffix container doesn't clip overflow, that
ripple rendered past the input's own border on hover/focus, making the
eye icon look like it was sitting outside/on top of the field edge.
Constrained the touch-target and ripple to match the shrunk button.
2026-07-30 10:32:33 +05:30
nitesh 1efb520009 feat(tasks): backend-driven pagination, search and date filters for Client Approval
Client Approval previously fetched up to 1000 pending clients via a route
resolver and did name-search/sorting client-side (the search box was
actually dead — it set a MatTableDataSource filter that the grouped-table
view never read). Reworked to mirror PendingClientEditsComponent: real
mat-paginator against /clients (offset/limit), server-side displayName
search, orderBy=submittedOnDate for latest-first, and All/Today/Yesterday
presets backed by the new fromDate/toDate params. Dropped the now-unused
GetGroupedClientsData resolver.

Also: Account Number column -> Client ID (element.id), disabled the
Approve button with a "N selected" indicator when nothing's checked, and
a redesigned action bar / empty-state (context-aware message for
zero-results-from-search vs. zero-results-from-date-filter vs. truly
nothing pending) — plus the plain-div search box and matched heights
across chips/search/button, replacing an earlier mat-form-field version
that Material's own outlined-field box model kept misaligning against the
pill buttons.
2026-07-30 10:31:55 +05:30
nitesh 4ea833ff49 feat(clients): cite UAPA Sec. 51-A / RBI KYC Direction and list-currency date in sanctions dialog
The sanctions verification dialog said which lists a client was screened
against but not the regulatory basis for doing so, nor when that list
data was last refreshed. Added a regulatory-basis note and a "List Data
As Of" row (sourced from the backend's newly-exposed listDataAsOf) to
both the cleared and match-found panels.
2026-07-30 10:30:45 +05:30
nitesh 5dc284bd1c fix(clients): address-proof date fields use calendar picker, Pension Payment Order gets one too
Both the address-proof upload dialog and the permanent-address step used a
native `type="date"` input for the issue/statement date, so no calendar
popup was available. Switched both to Angular Material's datepicker, kept
the client-india-address-step round-trip (payload -> saved description ->
re-parsed on edit) working with the Dates util now that the control holds
a Date object instead of a raw string.

Pension Payment Orders was also the only "Financial & Other" address-proof
type missing requiresDate, so selecting it never showed a date field at
all — added the flag and moved Monthly/Yearly Turnover under the "Other
Income" heading alongside Agriculture/Non-Agriculture Income.
2026-07-30 10:30:00 +05:30
14 changed files with 540 additions and 226 deletions
@@ -1232,38 +1232,6 @@
}
</mat-form-field>
<mat-form-field appearance="outline" class="form-field">
<mat-label>Monthly Turnover</mat-label>
<span matPrefix class="rupee-prefix">&#8377;</span>
<input matInput type="number" formControlName="monthlyTurnover" min="0" />
@if (
createClientForm.get('monthlyTurnover')?.hasError('pattern') &&
createClientForm.get('monthlyTurnover')?.touched
) {
<mat-error>Enter a valid amount</mat-error>
} @else if (
createClientForm.get('monthlyTurnover')?.hasError('min') && createClientForm.get('monthlyTurnover')?.touched
) {
<mat-error>Amount cannot be negative</mat-error>
}
</mat-form-field>
<mat-form-field appearance="outline" class="form-field">
<mat-label>Yearly Turnover</mat-label>
<span matPrefix class="rupee-prefix">&#8377;</span>
<input matInput type="number" formControlName="annualTurnover" min="0" />
@if (
createClientForm.get('annualTurnover')?.hasError('pattern') &&
createClientForm.get('annualTurnover')?.touched
) {
<mat-error>Enter a valid amount</mat-error>
} @else if (
createClientForm.get('annualTurnover')?.hasError('min') && createClientForm.get('annualTurnover')?.touched
) {
<mat-error>Amount cannot be negative</mat-error>
}
</mat-form-field>
<div class="full-width subsection-title">
<fa-icon icon="coins" class="subsection-icon"></fa-icon>
Other Income
@@ -1303,6 +1271,38 @@
}
</mat-form-field>
<mat-form-field appearance="outline" class="form-field">
<mat-label>Monthly Turnover</mat-label>
<span matPrefix class="rupee-prefix">&#8377;</span>
<input matInput type="number" formControlName="monthlyTurnover" min="0" />
@if (
createClientForm.get('monthlyTurnover')?.hasError('pattern') &&
createClientForm.get('monthlyTurnover')?.touched
) {
<mat-error>Enter a valid amount</mat-error>
} @else if (
createClientForm.get('monthlyTurnover')?.hasError('min') && createClientForm.get('monthlyTurnover')?.touched
) {
<mat-error>Amount cannot be negative</mat-error>
}
</mat-form-field>
<mat-form-field appearance="outline" class="form-field">
<mat-label>Yearly Turnover</mat-label>
<span matPrefix class="rupee-prefix">&#8377;</span>
<input matInput type="number" formControlName="annualTurnover" min="0" />
@if (
createClientForm.get('annualTurnover')?.hasError('pattern') &&
createClientForm.get('annualTurnover')?.touched
) {
<mat-error>Enter a valid amount</mat-error>
} @else if (
createClientForm.get('annualTurnover')?.hasError('min') && createClientForm.get('annualTurnover')?.touched
) {
<mat-error>Amount cannot be negative</mat-error>
}
</mat-form-field>
<div class="full-width subsection-title">
<fa-icon icon="user-shield" class="subsection-icon"></fa-icon>
Senior Citizen / Person with Disability
@@ -42,6 +42,7 @@ import { ClientsService } from 'app/clients/clients.service';
<strong>UN Security Council</strong> &amp;
<strong>Financial Intelligence Unit - India (FIU-IND under UNSC Resolution 2231)</strong>
</p>
<p class="regulatory-note">{{ regulatoryBasis }}</p>
</div>
}
@if (!verifying && !matchFound && !errorOccurred) {
@@ -69,7 +70,14 @@ import { ClientsService } from 'app/clients/clients.service';
<span class="meta-label">Database</span>
<span class="meta-value">UN SC Consolidated List</span>
</div>
@if (listDataAsOf) {
<div class="meta-row">
<span class="meta-label">List Data As Of</span>
<span class="meta-value">{{ listDataAsOf }}</span>
</div>
}
</div>
<p class="regulatory-note">{{ regulatoryBasis }}</p>
</div>
}
@if (!verifying && matchFound) {
@@ -96,11 +104,18 @@ import { ClientsService } from 'app/clients/clients.service';
<span class="meta-label">Database</span>
<span class="meta-value">UN SC Consolidated List</span>
</div>
@if (listDataAsOf) {
<div class="meta-row">
<span class="meta-label">List Data As Of</span>
<span class="meta-value">{{ listDataAsOf }}</span>
</div>
}
</div>
<div class="escalate-banner">
<fa-icon icon="exclamation-circle" class="escalate-icon"></fa-icon>
<span><strong>Escalate to Principal Officer immediately.</strong> Account opening blocked.</span>
</div>
<p class="regulatory-note">{{ regulatoryBasis }}</p>
</div>
}
@if (!verifying && errorOccurred) {
@@ -207,6 +222,15 @@ import { ClientsService } from 'app/clients/clients.service';
text-align: center;
}
.regulatory-note {
font-size: 11px;
color: #9ca3af;
line-height: 1.5;
text-align: center;
margin: 8px 0 0;
max-width: 420px;
}
.approve-card {
display: flex;
flex-direction: column;
@@ -524,6 +548,10 @@ export class SanctionsVerifyDialogComponent implements OnInit, OnDestroy {
errorOccurred = false;
errorMessage = '';
screeningLogId: number | null = null;
listDataAsOf: string | null = null;
regulatoryBasis =
'Screened as per Section 51-A of the Unlawful Activities (Prevention) Act, 1967 and the RBI Master Direction on KYC.';
screenedDate = new Date().toLocaleDateString('en-IN', { day: '2-digit', month: 'short', year: 'numeric' });
progressValue = 0;
@@ -624,6 +652,13 @@ export class SanctionsVerifyDialogComponent implements OnInit, OnDestroy {
'Unable to connect to sanctions screening service.';
} else {
this.screeningLogId = this.apiResult?.screeningLogId || null;
this.listDataAsOf = this.apiResult?.listDataAsOf
? new Date(this.apiResult.listDataAsOf).toLocaleDateString('en-IN', {
day: '2-digit',
month: 'short',
year: 'numeric'
})
: null;
if (this.apiResult?.matchFound) {
this.matchFound = true;
this.matchCount = this.apiResult.matchCount || 0;
@@ -173,8 +173,9 @@
@if (selectedAddrProof.requiresDate) {
<mat-form-field appearance="outline" class="addr-ff">
<mat-label>Issue / bill date</mat-label>
<span matPrefix class="addr-prefix"><mat-icon>event</mat-icon></span>
<input matInput type="date" formControlName="issueDate" />
<input matInput [matDatepicker]="addrIssueDatePicker" formControlName="issueDate" />
<mat-datepicker-toggle matSuffix [for]="addrIssueDatePicker"></mat-datepicker-toggle>
<mat-datepicker #addrIssueDatePicker></mat-datepicker>
</mat-form-field>
}
</div>
@@ -20,6 +20,7 @@ import { ClientsService } from '../../clients.service';
import { ProofType, normalizeProofType, groupProofsByCategory } from '../../shared/kyc-proof-types';
import { KycUploadHelperService } from '../../shared/kyc-upload-helper.service';
import { DocumentPreviewDialogComponent } from '../../shared/document-preview-dialog/document-preview-dialog.component';
import { Dates } from 'app/core/utils/dates';
@Component({
selector: 'mifosx-client-india-address-step',
@@ -41,6 +42,7 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
private clientsService = inject(ClientsService);
private kycUpload = inject(KycUploadHelperService);
private dialog = inject(MatDialog);
private dates = inject(Dates);
/** Client ID — when set, loads existing addresses for edit mode */
@Input() clientId: string = '';
@@ -413,11 +415,12 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
files.push({ slot: 'Back', file: this.addrFiles.back });
}
}
const rawIssueDate = this.permanentForm.get('issueDate')?.value;
return {
proof: this.selectedAddrProof,
proofId: this.permanentForm.get('proofId')?.value || '',
documentKey: this.permanentForm.get('documentKey')?.value || '',
issueDate: this.permanentForm.get('issueDate')?.value || '',
issueDate: rawIssueDate ? this.dates.getDate(rawIssueDate) : '',
files
};
}
@@ -560,13 +563,13 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
proofId: matchedProof.id,
documentKey: identifier.documentKey || ''
});
// The description carries `Issue date: dd/mm/yyyy` when set on create (see
// The description carries `Issue date: yyyy-MM-dd` when set on create (see
// create-client.saveAddressProof) — pull it out so the form's issueDate field
// shows what was previously entered.
const desc: string = identifier.description || '';
const issueMatch = desc.match(/Issue date:\s*(.+)$/i);
if (issueMatch) {
this.permanentForm.patchValue({ issueDate: issueMatch[1].trim() });
this.permanentForm.patchValue({ issueDate: this.dates.parseDate(issueMatch[1].trim()) });
}
}
@@ -314,8 +314,24 @@
.toggle-vis-btn {
width: 28px !important;
height: 28px !important;
padding: 0 !important;
font-size: 13px !important;
color: #64748b;
/* Material reserves a 48x48 invisible touch-target + ripple around every
mat-icon-button by default. Shrinking the button to 28px above doesn't
shrink that touch-target/ripple with it, so — since the suffix
container doesn't clip overflow — it visually spills out past the
field's own border, making the icon look misplaced/half-outside the box. */
::ng-deep .mat-mdc-button-touch-target {
width: 28px !important;
height: 28px !important;
}
::ng-deep .mat-mdc-button-persistent-ripple,
::ng-deep .mat-ripple {
border-radius: 50%;
}
}
/* Verification Info Banner */
@@ -347,9 +347,18 @@
<i class="fa fa-calendar"></i> Issue / statement date
<span class="kyc-opt">(not older than 3 months)</span>
</label>
<div class="kyc-input-wrap kyc-input-wrap--date">
<i class="fa fa-calendar-o kyc-input-wrap__icon"></i>
<input type="date" class="kyc-input kyc-input--date" formControlName="issueDate" />
<div class="kyc-input-wrap kyc-input-wrap--date" (click)="uploadIssueDatePicker.open()">
<input
class="kyc-input kyc-input--date"
[matDatepicker]="uploadIssueDatePicker"
formControlName="issueDate"
readonly
/>
<mat-datepicker-toggle
class="kyc-input-wrap__calendar-toggle"
[for]="uploadIssueDatePicker"
></mat-datepicker-toggle>
<mat-datepicker #uploadIssueDatePicker></mat-datepicker>
</div>
</div>
}
@@ -388,42 +388,32 @@ $red-900: #993c1d;
padding-left: 38px;
}
/* Date input — match styling of other kyc inputs */
/* Date input — opens the Material calendar picker; styled to match other kyc inputs */
.kyc-input--date {
font-family: inherit;
color: $gray-900;
cursor: pointer;
min-height: 40px;
padding-right: 14px !important;
padding-left: 12px !important;
padding-right: 40px !important;
}
&::-webkit-calendar-picker-indicator {
opacity: 0.55;
cursor: pointer;
filter: grayscale(1);
transition: opacity 0.15s;
.kyc-input-wrap--date .kyc-input-wrap__calendar-toggle {
position: absolute;
right: 2px;
top: 50%;
transform: translateY(-50%);
color: $gray-500;
::ng-deep .mat-mdc-icon-button {
width: 32px;
height: 32px;
padding: 4px;
}
&:hover::-webkit-calendar-picker-indicator {
opacity: 0.9;
}
&::-webkit-datetime-edit {
color: $gray-900;
padding-top: 1px;
}
&::-webkit-datetime-edit-fields-wrapper {
color: $gray-900;
}
&::-webkit-datetime-edit-text {
color: $gray-500;
padding: 0 2px;
}
&:invalid::-webkit-datetime-edit,
&:not(:focus):placeholder-shown::-webkit-datetime-edit {
color: $gray-500;
::ng-deep .mat-mdc-icon-button svg {
width: 18px;
height: 18px;
}
}
@@ -145,6 +145,7 @@ export const PROOF_META: Record<string, Partial<ProofType>> = {
PENSION_PAYMENT_ORDER: {
sides: 1,
category: 'Financial & other',
requiresDate: true,
info: 'Pension payment order — upload full document issued by pension authority.'
},
CERT_INCORPORATION: {
@@ -6,29 +6,73 @@
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
@if (showData) {
<div class="cv-tab-content">
<div class="cv-action-bar">
<mat-form-field appearance="outline" class="cv-search-field">
<mat-icon matPrefix>search</mat-icon>
<input
#filterInput
matInput
placeholder="{{ 'labels.text.Filter by name' | translate }}"
(keyup)="applyFilter(filterInput.value)"
/>
</mat-form-field>
<div class="cv-action-buttons">
<button
mat-stroked-button
class="cv-btn cv-btn-approve"
*mifosxHasPermission="'ACTIVATE_CLIENT'"
(click)="approveClients()"
>
<fa-icon icon="check" class="m-r-10"></fa-icon>{{ 'labels.buttons.Approve' | translate }}
</button>
</div>
<div class="cv-tab-content">
<div class="cv-action-bar">
<div class="cv-search-box">
<fa-icon icon="search"></fa-icon>
<input
#filterInput
type="text"
placeholder="{{ 'labels.text.Filter by name' | translate }}"
(keyup.enter)="applyFilter(filterInput.value)"
/>
</div>
<div class="cv-quick-filters">
@for (p of datePresets; track p.key) {
<button
type="button"
class="cv-chip"
[class.cv-chip--active]="activePreset === p.key"
(click)="applyPreset(p.key)"
>
{{ p.label }}
</button>
}
</div>
<div class="cv-action-buttons">
@if (selection.selected.length > 0) {
<span class="cv-selected-count">{{ selection.selected.length }} selected</span>
}
<button
mat-stroked-button
class="cv-btn cv-btn-approve"
*mifosxHasPermission="'ACTIVATE_CLIENT'"
[disabled]="!selection.hasValue()"
(click)="approveClients()"
>
<fa-icon icon="check" class="m-r-10"></fa-icon>{{ 'labels.buttons.Approve' | translate }}
</button>
</div>
</div>
@if (loading) {
<div class="cv-empty">
<div class="cv-spinner"></div>
<p class="cv-empty__text">Loading pending clients&hellip;</p>
</div>
} @else if (loaded && !showData) {
<div class="cv-empty">
<div class="cv-empty__badge">
<fa-icon icon="user-check"></fa-icon>
</div>
@if (searchTerm) {
<p class="cv-empty__title">No matching clients</p>
<p class="cv-empty__text">
No pending client matches &ldquo;{{ searchTerm }}&rdquo;. Try
<a class="cv-empty__link" (click)="applyFilter(''); filterInput.value = ''">clearing the search</a>.
</p>
} @else if (activePreset !== 'all') {
<p class="cv-empty__title">No requests in this range</p>
<p class="cv-empty__text">
No client requests were submitted in this range. Try
<a class="cv-empty__link" (click)="applyPreset('all')">All requests</a> instead.
</p>
} @else {
<p class="cv-empty__title">{{ 'labels.text.No pending loans for approval' | translate }}</p>
<p class="cv-empty__text">Every client request has been reviewed — nothing waiting on you right now.</p>
}
</div>
} @else {
@for (client of groupedClients | keyvalue; track client) {
<h3 class="cv-group-title">{{ client.key }}</h3>
@if (client.value.length > 0) {
@@ -60,8 +104,8 @@
{{ element.displayName }}
</td>
</ng-container>
<ng-container matColumnDef="accountNumber">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account Number' | translate }}</th>
<ng-container matColumnDef="clientId">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Client ID' | translate }}</th>
<td
mat-cell
*matCellDef="let element"
@@ -69,7 +113,7 @@
[routerLink]="['../../clients', element.id]"
style="cursor: pointer"
>
{{ element.accountNo }}
{{ element.id }}
</td>
</ng-container>
<ng-container matColumnDef="staff">
@@ -94,12 +138,15 @@
</div>
}
}
</div>
}
@if (!showData) {
<div class="empty-state">
<i class="fas fa-user-check empty-icon"></i>
<p class="empty-text">{{ 'labels.text.No pending loans for approval' | translate }}</p>
</div>
}
<mat-paginator
class="cv-paginator"
[length]="totalRecords"
[pageSize]="pageSize"
[pageSizeOptions]="pageSizeOptions"
[pageIndex]="pageIndex"
showFirstLastButtons
(page)="onPageChange($event)"
></mat-paginator>
}
</div>
@@ -9,9 +9,14 @@
@use '../../../shared/styles/list-layout' as *;
$brand: #1353a0;
$brand-tint: #eaf1fb;
$success: #16a34a;
$success-tint: #ecfdf5;
$border: #e2e8f0;
$text: #0f172a;
$text-muted: #64748b;
$surface: #fff;
$surface-muted: #f8fafc;
.cv-tab-content {
padding: 16px 0;
@@ -20,93 +25,252 @@ $text-muted: #64748b;
.cv-action-bar {
display: flex;
align-items: center;
gap: 8px;
margin-bottom: 16px;
gap: 10px;
margin-bottom: 20px;
flex-wrap: wrap;
padding: 10px 14px;
background: $surface;
border: 1px solid $border;
border-radius: 12px;
box-shadow: 0 1px 2px rgb(15 23 42 / 4%);
}
.cv-search-field {
.cv-search-box {
display: inline-flex;
align-items: center;
gap: 8px;
flex: 1;
min-width: 200px;
max-width: 320px;
height: 34px;
padding: 0 12px;
background: $surface-muted;
border: 1px solid $border;
border-radius: 8px;
transition:
background 0.15s,
border-color 0.15s,
box-shadow 0.15s;
::ng-deep {
.mat-mdc-form-field-flex {
height: 32px;
fa-icon {
color: $text-muted;
font-size: 13px;
flex-shrink: 0;
}
input {
flex: 1;
min-width: 0;
border: none;
outline: none;
background: transparent;
font-size: 13px;
font-family: inherit;
color: $text;
&::placeholder {
color: #94a3b8;
}
}
.mat-mdc-form-field-infix {
padding: 4px 0;
min-height: 32px;
}
&:focus-within {
background: $surface;
border-color: $brand;
box-shadow: 0 0 0 2px rgb(19 83 160 / 18%);
}
}
.mat-mdc-form-field-subscript-wrapper {
height: 0;
min-height: 0;
}
.cv-quick-filters {
display: flex;
align-items: center;
gap: 6px;
flex-shrink: 0;
}
.mdc-notched-outline {
.mdc-notched-outline__leading {
border-radius: 8px 0 0 8px;
}
.cv-chip {
display: inline-flex;
align-items: center;
font-size: 12px;
font-weight: 500;
font-family: 'DM Sans', Roboto, sans-serif;
color: $text-muted;
background: $surface;
border: 1px solid $border;
border-radius: 17px;
height: 34px;
padding: 0 14px;
cursor: pointer;
transition:
background 0.15s,
color 0.15s,
border-color 0.15s,
box-shadow 0.15s;
.mdc-notched-outline__trailing {
border-radius: 0 8px 8px 0;
}
}
&:hover {
background: $surface-muted;
border-color: #cbd5e1;
}
.mat-mdc-form-field-icon-prefix {
padding: 0 6px 0 8px;
color: $text-muted;
}
&--active {
background: $brand;
border-color: $brand;
color: #fff;
box-shadow: 0 2px 6px rgb(19 83 160 / 30%);
input {
font-size: 13px;
&:hover {
background: $brand;
}
}
}
.cv-action-buttons {
display: flex;
gap: 8px;
align-items: center;
gap: 10px;
margin-left: auto;
flex-shrink: 0;
}
.cv-selected-count {
font-size: 12px;
font-weight: 600;
color: $brand;
background: $brand-tint;
border-radius: 14px;
padding: 6px 12px;
white-space: nowrap;
}
.cv-btn {
font-size: 12px;
font-weight: 500;
font-weight: 600;
border-radius: 8px;
height: 32px;
padding: 0 14px;
height: 34px;
padding: 0 16px;
font-family: 'DM Sans', Roboto, sans-serif;
letter-spacing: 0.1px;
fa-icon {
margin-right: 4px;
margin-right: 6px;
font-size: 11px;
}
}
.cv-btn-approve {
border-color: #16a34a;
color: #16a34a;
border-color: $success;
color: $success;
&:hover {
background: #f0fdf4;
&:hover:not([disabled]) {
background: $success-tint;
}
&[disabled] {
opacity: 0.45;
}
}
.cv-group-title {
font-size: 14px;
font-weight: 600;
color: $text;
margin: 20px 0 8px;
padding-bottom: 4px;
display: flex;
align-items: center;
gap: 6px;
font-size: 13px;
font-weight: 700;
letter-spacing: 0.2px;
text-transform: uppercase;
color: $text-muted;
margin: 22px 0 8px;
padding-bottom: 6px;
border-bottom: 1px solid #f1f5f9;
&::before {
content: '';
width: 6px;
height: 6px;
border-radius: 50%;
background: $brand;
flex-shrink: 0;
}
}
.cv-group-table {
margin-bottom: 12px;
border-radius: 10px;
overflow: hidden;
border: 1px solid $border;
}
.cv-paginator {
margin-top: 8px;
background: transparent;
}
// ===== Empty / loading state — scoped locally so it doesn't touch the shared
// .empty-state used by every other checker-inbox tab. =====
.cv-empty {
display: flex;
flex-direction: column;
align-items: center;
justify-content: center;
padding: 56px 24px;
text-align: center;
background: $surface;
border: 1px solid $border;
border-radius: 12px;
}
.cv-empty__badge {
width: 56px;
height: 56px;
border-radius: 50%;
display: flex;
align-items: center;
justify-content: center;
background: $success-tint;
border: 1px solid #a7f3d0;
color: $success;
font-size: 20px;
margin-bottom: 16px;
}
.cv-empty__title {
font-size: 15px;
font-weight: 700;
color: $text;
margin: 0 0 6px;
}
.cv-empty__text {
font-size: 13px;
color: $text-muted;
margin: 0;
max-width: 360px;
line-height: 1.5;
}
.cv-empty__link {
color: $brand;
font-weight: 600;
cursor: pointer;
&:hover {
text-decoration: underline;
}
}
.cv-spinner {
width: 28px;
height: 28px;
border-radius: 50%;
border: 3px solid $border;
border-top-color: $brand;
margin-bottom: 14px;
animation: cv-spin 0.7s linear infinite;
}
@keyframes cv-spin {
to {
transform: rotate(360deg);
}
}
@media (width <= 768px) {
@@ -121,5 +285,6 @@ $text-muted: #64748b;
.cv-action-buttons {
margin-left: 0;
justify-content: space-between;
}
}
@@ -8,11 +8,9 @@
/** Angular Imports */
import { Component, OnInit, inject } from '@angular/core';
import { ActivatedRoute, Router, RouterLink } from '@angular/router';
import { SelectionModel } from '@angular/cdk/collections';
import * as _ from 'lodash';
import {
MatTableDataSource,
MatTable,
MatColumnDef,
MatHeaderCellDef,
@@ -24,6 +22,7 @@ import {
MatRowDef,
MatRow
} from '@angular/material/table';
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
import { MatDialog } from '@angular/material/dialog';
/** Dialog Imports */
@@ -41,6 +40,12 @@ import { MatCheckbox } from '@angular/material/checkbox';
import { AccountsFilterPipe } from '../../../pipes/accounts-filter.pipe';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
/**
* Checker-facing list of Clients pending approval.
* Pagination, name search, and submitted-date filtering all happen server-side via the
* standard /clients list API (offset/limit, displayName, fromDate/toDate) — mirrors
* PendingClientEditsComponent's load()/onPageChange()/applyPreset() pattern.
*/
@Component({
selector: 'mifosx-client-approval',
templateUrl: './client-approval.component.html',
@@ -60,53 +65,122 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
MatRowDef,
MatRow,
KeyValuePipe,
AccountsFilterPipe
AccountsFilterPipe,
MatPaginatorModule
]
})
export class ClientApprovalComponent {
private route = inject(ActivatedRoute);
export class ClientApprovalComponent implements OnInit {
private dialog = inject(MatDialog);
private dateUtils = inject(Dates);
private router = inject(Router);
private settingsService = inject(SettingsService);
private tasksService = inject(TasksService);
/** Grouped Clients Data */
groupedClients: any;
/** Checks to show the data */
/** Current page of pending clients (from the server), grouped by office for display */
groupedClients: any = {};
/** True once the first page has loaded and it contains at least one client */
showData = false;
loading = false;
loaded = false;
/** Row Selection Data — selection lives across the whole session, not just the current page */
selection = new SelectionModel<any>(true, []);
/** Batch Requests */
batchRequests: any[];
/** Datasource */
dataSource: MatTableDataSource<any>;
/** Row Selection Data */
selection: SelectionModel<any>;
/** Displayed Columns */
displayedColumns: string[] = [
'select',
'name',
'accountNumber',
'clientId',
'staff'
];
/**
* Retrieves the grouped client data from `resolve`.
* @param {ActivatedRoute} route Activated Route.
* @param {Dialog} dialog MatDialog.
* @param {Dates} dateUtils Date Utils.
* @param {router} router Router.
* @param {SettingsService} settingsService Settings Service.
* @param {TasksService} tasksService Tasks Service.
*/
constructor() {
this.route.data.subscribe((data: { groupedClientData: any }) => {
this.groupedClients = _.groupBy(data.groupedClientData.pageItems, 'officeName');
if (Object.keys(this.groupedClients).length) {
this.showData = true;
}
this.dataSource = new MatTableDataSource(data.groupedClientData.pageItems);
this.selection = new SelectionModel(true, []);
});
totalRecords = 0;
pageSize = 20;
pageIndex = 0;
pageSizeOptions = [
10,
20,
50
];
searchTerm = '';
activePreset = 'all';
readonly datePresets = [
{ key: 'all', label: 'All requests' },
{ key: 'today', label: 'Today' },
{ key: 'yesterday', label: 'Yesterday' }
];
private fromDate: string | undefined;
private toDate: string | undefined;
ngOnInit(): void {
this.load();
}
load(): void {
this.loading = true;
this.tasksService
.getGroupedClientsData(
this.searchTerm.trim() || undefined,
this.fromDate,
this.toDate,
this.pageIndex * this.pageSize,
this.pageSize
)
.subscribe({
next: (res: any) => {
const clients = res?.pageItems ?? [];
this.groupedClients = _.groupBy(clients, 'officeName');
this.totalRecords = Number(res?.totalFilteredRecords ?? 0);
this.showData = this.totalRecords > 0 || Object.keys(this.groupedClients).length > 0;
this.loading = false;
this.loaded = true;
},
error: () => {
this.groupedClients = {};
this.totalRecords = 0;
this.loading = false;
this.loaded = true;
}
});
}
onPageChange(event: PageEvent): void {
this.pageSize = event.pageSize;
this.pageIndex = event.pageIndex;
this.load();
}
applyFilter(filterValue: string = ''): void {
this.searchTerm = filterValue;
this.pageIndex = 0;
this.load();
}
applyPreset(key: string): void {
this.activePreset = key;
const today = new Date(this.settingsService.businessDate);
today.setHours(0, 0, 0, 0);
if (key === 'today') {
this.fromDate = this.isoDate(today);
this.toDate = this.isoDate(today);
} else if (key === 'yesterday') {
const yesterday = new Date(today);
yesterday.setDate(today.getDate() - 1);
this.fromDate = this.isoDate(yesterday);
this.toDate = this.isoDate(yesterday);
} else {
this.fromDate = undefined;
this.toDate = undefined;
}
this.pageIndex = 0;
this.load();
}
private isoDate(d: Date): string {
const y = d.getFullYear();
const m = String(d.getMonth() + 1).padStart(2, '0');
const day = String(d.getDate()).padStart(2, '0');
return `${y}-${m}-${day}`;
}
/** Whether the number of selected elements matches the total number of rows. */
@@ -183,6 +257,7 @@ export class ClientApprovalComponent {
activatedAccounts++;
responseEle.body = JSON.parse(responseEle.body);
if (selectedAccounts === activatedAccounts) {
this.selection.clear();
this.reload();
}
}
@@ -190,18 +265,10 @@ export class ClientApprovalComponent {
});
}
applyFilter(filterValue: string = '') {
this.dataSource.filter = filterValue.trim().toLowerCase();
}
/**
* Refetches data for the component
* TODO: Replace by a custom reload component instead of hard-coded back-routing.
* Refetches the current page after a bulk approval.
*/
reload() {
const url: string = this.router.url;
this.router
.navigateByUrl(`/checker-inbox-and-tasks`, { skipLocationChange: true })
.then(() => this.router.navigate([url]));
this.load();
}
}
@@ -1,32 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/** Angular Imports */
import { Injectable, inject } from '@angular/core';
/** rxjs Imports */
import { Observable } from 'rxjs';
/** Custom Services */
import { TasksService } from '../tasks.service';
/**
* Grouped Client Data data resolver.
*/
@Injectable()
export class GetGroupedClientsData {
private tasksService = inject(TasksService);
/**
* Returns the grouped client data.
* @returns {Observable<any>}
*/
resolve(): Observable<any> {
return this.tasksService.getGroupedClientsData();
}
}
+1 -6
View File
@@ -35,7 +35,6 @@ import { ViewCheckerInboxComponent } from './view-checker-inbox/view-checker-inb
/** Custom Resolvers */
import { GetMakerCheckers } from './common-resolvers/getmakercheckers.resolver';
import { GetGroupedClientsData } from './common-resolvers/getGroupedClientsData.resolver';
import { GetOffices } from './common-resolvers/getOffices.resolver';
import { GetLoansToBeApproved } from './common-resolvers/getLoansToBeApproved.resolver';
import { GetLoansToBeDisbursed } from './common-resolvers/getLoansToBeDisbursed.resolver';
@@ -70,10 +69,7 @@ const routes: Routes = [
{
path: 'client-approval',
component: ClientApprovalComponent,
data: { title: 'Client Approval' },
resolve: {
groupedClientData: GetGroupedClientsData
}
data: { title: 'Client Approval' }
},
{
path: 'loan-approval',
@@ -225,7 +221,6 @@ const routes: Routes = [
exports: [RouterModule],
providers: [
GetMakerCheckers,
GetGroupedClientsData,
GetOffices,
GetLoansToBeApproved,
GetLoansToBeDisbursed,
+20 -3
View File
@@ -48,10 +48,27 @@ export class TasksService {
}
/**
* Get Grouped Clients Data
* Get pending clients awaiting approval — pagination, name search and submitted-date
* filtering all happen server-side via the standard /clients list API (offset/limit,
* displayName, fromDate/toDate on submittedon_date), mirroring
* ClientsService.getAllPendingClientEdits.
*/
getGroupedClientsData(): Observable<any> {
const httpParams = new HttpParams().set('limit', '1000').set('status', 'pending');
getGroupedClientsData(
displayName?: string,
fromDate?: string,
toDate?: string,
offset = 0,
limit = 20
): Observable<any> {
let httpParams = new HttpParams()
.set('status', 'pending')
.set('orderBy', 'submittedOnDate')
.set('sortOrder', 'DESC')
.set('offset', offset)
.set('limit', limit);
if (displayName) httpParams = httpParams.set('displayName', displayName);
if (fromDate) httpParams = httpParams.set('fromDate', fromDate);
if (toDate) httpParams = httpParams.set('toDate', toDate);
return this.http.get('/clients', { params: httpParams });
}