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+27
-7
@@ -1,3 +1,4 @@
|
||||
# syntax=docker/dockerfile:1
|
||||
###############
|
||||
### STAGE 1: Build app
|
||||
###############
|
||||
@@ -9,10 +10,13 @@ ARG NPM_REGISTRY_URL=https://registry.npmjs.org/
|
||||
ARG BUILD_ENVIRONMENT_OPTIONS="--configuration production"
|
||||
ARG PUPPETEER_DOWNLOAD_HOST_ARG=https://storage.googleapis.com
|
||||
ARG PUPPETEER_CHROMIUM_REVISION_ARG=1011831
|
||||
ARG PUPPETEER_SKIP_DOWNLOAD_ARG
|
||||
# Build ko Chromium nahi chahiye — skip (warna npm ci Chromium download par atak jata hai).
|
||||
ARG PUPPETEER_SKIP_DOWNLOAD_ARG=true
|
||||
|
||||
# Set the environment variable to increase Node.js memory limit
|
||||
ENV NODE_OPTIONS="--max-old-space-size=4096"
|
||||
# (Mifos web-app ka production build memory-heavy hai; upstream build:prod
|
||||
# 16384 use karta hai. 4096 par 'ng build' OOM ho jata hai.)
|
||||
ENV NODE_OPTIONS="--max-old-space-size=8192"
|
||||
|
||||
RUN apk add --no-cache git
|
||||
|
||||
@@ -25,14 +29,22 @@ ENV PUPPETEER_DOWNLOAD_HOST=$PUPPETEER_DOWNLOAD_HOST_ARG
|
||||
ENV PUPPETEER_CHROMIUM_REVISION=$PUPPETEER_CHROMIUM_REVISION_ARG
|
||||
ENV PUPPETEER_SKIP_DOWNLOAD=$PUPPETEER_SKIP_DOWNLOAD_ARG
|
||||
|
||||
# Test/e2e tooling ke bhaari binary downloads skip karo — build inhe use nahi
|
||||
# karta, aur inke bina npm ci turant complete ho jata hai.
|
||||
# Cypress -> ~250MB binary (CI me sabse zyada atakta hai)
|
||||
# Playwright-> browser binaries
|
||||
ENV CYPRESS_INSTALL_BINARY=0
|
||||
ENV PLAYWRIGHT_SKIP_BROWSER_DOWNLOAD=1
|
||||
|
||||
COPY ./ /usr/src/app/
|
||||
|
||||
RUN npm cache clear --force
|
||||
RUN npm config set fetch-retry-maxtimeout 120000 \
|
||||
&& npm config set registry $NPM_REGISTRY_URL --location=global
|
||||
|
||||
RUN npm config set fetch-retry-maxtimeout 120000
|
||||
RUN npm config set registry $NPM_REGISTRY_URL --location=global
|
||||
|
||||
RUN npm ci
|
||||
# BuildKit cache mount: npm ka download cache builds ke beech persist hota hai,
|
||||
# isliye har build par saare packages dobara download nahi hote (bahut fast).
|
||||
# 'npm cache clear --force' hata diya — wo har build par cache wipe kar deta tha.
|
||||
RUN --mount=type=cache,target=/root/.npm npm ci --no-audit --no-fund
|
||||
|
||||
RUN sh -c "ng build --output-path=/dist $BUILD_ENVIRONMENT_OPTIONS"
|
||||
|
||||
@@ -41,6 +53,14 @@ RUN sh -c "ng build --output-path=/dist $BUILD_ENVIRONMENT_OPTIONS"
|
||||
###############
|
||||
FROM $NGINX_IMAGE
|
||||
|
||||
# envsubst (gettext) alpine-slim me nahi hota — runtime env.js generation ke
|
||||
# liye zaroori hai, isliye explicitly install kar rahe hain.
|
||||
RUN apk add --no-cache gettext
|
||||
|
||||
# Static-only nginx config (SPA fallback, no API proxy). Stock default.conf
|
||||
# ko replace karta hai taaki deep-link refresh par 404 na aaye.
|
||||
COPY nginx.spa.conf /etc/nginx/conf.d/default.conf
|
||||
|
||||
COPY --from=builder /dist/browser /usr/share/nginx/html
|
||||
|
||||
EXPOSE 80
|
||||
|
||||
@@ -0,0 +1,45 @@
|
||||
# Static-only nginx config for the CBSNexora Angular UI.
|
||||
# NOTE: No API reverse-proxy here by design — the browser calls the Fineract
|
||||
# backend directly via FINERACT_API_URL (env.js). nginx sirf static files
|
||||
# serve karta hai + Angular SPA routing handle karta hai.
|
||||
|
||||
server {
|
||||
listen 80;
|
||||
server_name _;
|
||||
|
||||
root /usr/share/nginx/html;
|
||||
index index.html;
|
||||
|
||||
# ---- Compression ----
|
||||
gzip on;
|
||||
gzip_comp_level 6;
|
||||
gzip_min_length 1024;
|
||||
gzip_proxied any;
|
||||
gzip_types text/plain text/css application/javascript application/json
|
||||
application/xml image/svg+xml font/woff font/woff2;
|
||||
|
||||
# ---- Runtime env: env.js aur index.html kabhi cache na ho ----
|
||||
# (env.js har container start par envsubst se regenerate hoti hai;
|
||||
# index.html hashed asset filenames point karti hai)
|
||||
location = /assets/env.js {
|
||||
add_header Cache-Control "no-store, no-cache, must-revalidate";
|
||||
expires -1;
|
||||
}
|
||||
|
||||
location = /index.html {
|
||||
add_header Cache-Control "no-store, no-cache, must-revalidate";
|
||||
expires -1;
|
||||
}
|
||||
|
||||
# ---- Hashed static assets: lambe time cache ----
|
||||
location ~* \.(?:js|css|png|jpg|jpeg|gif|ico|svg|woff|woff2|ttf|eot)$ {
|
||||
expires 7d;
|
||||
add_header Cache-Control "public";
|
||||
try_files $uri =404;
|
||||
}
|
||||
|
||||
# ---- Angular SPA fallback: har route index.html par ----
|
||||
location / {
|
||||
try_files $uri $uri/ /index.html;
|
||||
}
|
||||
}
|
||||
+1
-1
@@ -15,7 +15,7 @@
|
||||
"ng": "ng",
|
||||
"build": "node version.js && npm run env -s && ng build --configuration production --output-hashing=none",
|
||||
"build:prod": "node version.js && node --max-old-space-size=16384 ./node_modules/@angular/cli/bin/ng build --configuration production --output-hashing=none --base-href=/web-app/",
|
||||
"start": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --proxy-config proxy.localhost.conf.js",
|
||||
"start": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=4096\" ng serve --proxy-config proxy.localhost.conf.js",
|
||||
"start:share": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --host 0.0.0.0 --proxy-config proxy.localhost.conf.js",
|
||||
"start:demo": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --proxy-config proxy.conf.js",
|
||||
"serve:dev": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --source-map --proxy-config proxy.localhost.conf.js",
|
||||
|
||||
@@ -72,6 +72,7 @@ import { ViewJournalEntryTransactionComponent } from 'app/shared/accounting/view
|
||||
import { JournalEntryTransactionResolver } from './common-resolvers/journal-entry-transaction.resolver';
|
||||
import { ExternalAssetOwnerJournalEntryResolver } from 'app/loans/common-resolvers/external-asset-owner-journal-entry.resolver';
|
||||
import { ExternalAssetConfigurationResolver } from './common-resolvers/external-asset-configuration.resolver';
|
||||
import { accountingFeatureEnabledGuard } from './disabled-features';
|
||||
|
||||
/** Accounting Routes */
|
||||
const routes: Routes = [
|
||||
@@ -99,7 +100,8 @@ const routes: Routes = [
|
||||
{
|
||||
path: 'frequent-postings',
|
||||
component: FrequentPostingsComponent,
|
||||
data: { title: 'Frequent Postings', breadcrumb: 'Frequent Postings' },
|
||||
canActivate: [accountingFeatureEnabledGuard],
|
||||
data: { title: 'Frequent Postings', breadcrumb: 'Frequent Postings', feature: 'frequentPostings' },
|
||||
resolve: {
|
||||
offices: OfficesResolver,
|
||||
accountingRules: AccountingRulesAssociationsResolver,
|
||||
@@ -110,7 +112,8 @@ const routes: Routes = [
|
||||
{
|
||||
path: 'create',
|
||||
component: CreateJournalEntryComponent,
|
||||
data: { title: 'Create Journal Entry', breadcrumb: 'Create' },
|
||||
canActivate: [accountingFeatureEnabledGuard],
|
||||
data: { title: 'Create Journal Entry', breadcrumb: 'Create', feature: 'createJournalEntries' },
|
||||
resolve: {
|
||||
offices: OfficesResolver,
|
||||
currencies: CurrenciesResolver,
|
||||
@@ -194,6 +197,11 @@ const routes: Routes = [
|
||||
offices: OfficesResolver
|
||||
}
|
||||
},
|
||||
{
|
||||
path: 'balance-sheet',
|
||||
loadComponent: () => import('./balance-sheet/balance-sheet.component').then((c) => c.BalanceSheetComponent),
|
||||
data: { title: 'Balance Sheet', breadcrumb: 'Balance Sheet' }
|
||||
},
|
||||
{
|
||||
path: 'chart-of-accounts',
|
||||
data: { title: 'Chart of Accounts', breadcrumb: 'Chart of Accounts' },
|
||||
@@ -244,7 +252,8 @@ const routes: Routes = [
|
||||
},
|
||||
{
|
||||
path: 'closing-entries',
|
||||
data: { title: 'Accounting Closures', breadcrumb: 'Closing Entries' },
|
||||
canActivate: [accountingFeatureEnabledGuard],
|
||||
data: { title: 'Accounting Closures', breadcrumb: 'Closing Entries', feature: 'closingEntries' },
|
||||
children: [
|
||||
{
|
||||
path: '',
|
||||
@@ -285,7 +294,8 @@ const routes: Routes = [
|
||||
},
|
||||
{
|
||||
path: 'accounting-rules',
|
||||
data: { title: 'Accounting Rules', breadcrumb: 'Accounting Rules' },
|
||||
canActivate: [accountingFeatureEnabledGuard],
|
||||
data: { title: 'Accounting Rules', breadcrumb: 'Accounting Rules', feature: 'accountingRules' },
|
||||
children: [
|
||||
{
|
||||
path: '',
|
||||
@@ -332,11 +342,17 @@ const routes: Routes = [
|
||||
{
|
||||
path: 'periodic-accruals',
|
||||
component: PeriodicAccrualsComponent,
|
||||
data: { title: 'Periodic Accrual Accounting', breadcrumb: 'Execute Periodic Accrual Accounting' }
|
||||
canActivate: [accountingFeatureEnabledGuard],
|
||||
data: {
|
||||
title: 'Periodic Accrual Accounting',
|
||||
breadcrumb: 'Execute Periodic Accrual Accounting',
|
||||
feature: 'accruals'
|
||||
}
|
||||
},
|
||||
{
|
||||
path: 'provisioning-entries',
|
||||
data: { title: 'Provisioning Entries', breadcrumb: 'Provisioning Entries' },
|
||||
canActivate: [accountingFeatureEnabledGuard],
|
||||
data: { title: 'Provisioning Entries', breadcrumb: 'Provisioning Entries', feature: 'provisioningEntries' },
|
||||
children: [
|
||||
{
|
||||
path: '',
|
||||
|
||||
@@ -17,35 +17,39 @@
|
||||
|
||||
<!-- Cards Grid -->
|
||||
<div class="acc-grid">
|
||||
<!-- Frequent Postings -->
|
||||
<a
|
||||
class="acc-card"
|
||||
[routerLink]="['journal-entries/frequent-postings']"
|
||||
*mifosxHasPermission="'CREATE_JOURNALENTRY'"
|
||||
#frequentPostings
|
||||
>
|
||||
<div class="acc-card__icon blue"><i class="fas fa-sync-alt"></i></div>
|
||||
<div class="acc-card__info">
|
||||
<span class="acc-card__title">{{ 'labels.heading.Frequent Postings' | translate }}</span>
|
||||
<span class="acc-card__desc">{{ 'labels.text.These are predefined postings' | translate }}</span>
|
||||
</div>
|
||||
</a>
|
||||
<!-- Frequent Postings — hidden while disabled, see disabled-features.ts -->
|
||||
@if (!disabledFeatures.frequentPostings) {
|
||||
<a
|
||||
class="acc-card"
|
||||
[routerLink]="['journal-entries/frequent-postings']"
|
||||
*mifosxHasPermission="'CREATE_JOURNALENTRY'"
|
||||
#frequentPostings
|
||||
>
|
||||
<div class="acc-card__icon blue"><i class="fas fa-sync-alt"></i></div>
|
||||
<div class="acc-card__info">
|
||||
<span class="acc-card__title">{{ 'labels.heading.Frequent Postings' | translate }}</span>
|
||||
<span class="acc-card__desc">{{ 'labels.text.These are predefined postings' | translate }}</span>
|
||||
</div>
|
||||
</a>
|
||||
}
|
||||
|
||||
<!-- Create Journal Entries -->
|
||||
<a
|
||||
class="acc-card"
|
||||
[routerLink]="['journal-entries/create']"
|
||||
*mifosxHasPermission="'CREATE_JOURNALENTRY'"
|
||||
#createJournalEntries
|
||||
>
|
||||
<div class="acc-card__icon green"><i class="fas fa-plus-circle"></i></div>
|
||||
<div class="acc-card__info">
|
||||
<span class="acc-card__title">{{ 'labels.heading.Create Journal Entries' | translate }}</span>
|
||||
<span class="acc-card__desc">{{
|
||||
'labels.text.Manual journal entry transactions recorded in a journal' | translate
|
||||
}}</span>
|
||||
</div>
|
||||
</a>
|
||||
<!-- Create Journal Entries — hidden while disabled, see disabled-features.ts -->
|
||||
@if (!disabledFeatures.createJournalEntries) {
|
||||
<a
|
||||
class="acc-card"
|
||||
[routerLink]="['journal-entries/create']"
|
||||
*mifosxHasPermission="'CREATE_JOURNALENTRY'"
|
||||
#createJournalEntries
|
||||
>
|
||||
<div class="acc-card__icon green"><i class="fas fa-plus-circle"></i></div>
|
||||
<div class="acc-card__info">
|
||||
<span class="acc-card__title">{{ 'labels.heading.Create Journal Entries' | translate }}</span>
|
||||
<span class="acc-card__desc">{{
|
||||
'labels.text.Manual journal entry transactions recorded in a journal' | translate
|
||||
}}</span>
|
||||
</div>
|
||||
</a>
|
||||
}
|
||||
|
||||
<!-- Search Journal Entries -->
|
||||
<a class="acc-card" [routerLink]="['journal-entries']" *mifosxHasPermission="'READ_JOURNALENTRY'">
|
||||
@@ -113,43 +117,64 @@
|
||||
</div>
|
||||
</a>
|
||||
|
||||
<!-- Closing Entries -->
|
||||
<a class="acc-card" [routerLink]="['closing-entries']" *mifosxHasPermission="'READ_GLCLOSURE'" #closingEntries>
|
||||
<div class="acc-card__icon red"><i class="fas fa-archive"></i></div>
|
||||
<!-- Balance Sheet -->
|
||||
<a class="acc-card" [routerLink]="['balance-sheet']" *mifosxHasPermission="'READ_GLACCOUNT'" #balanceSheet>
|
||||
<div class="acc-card__icon teal"><i class="fas fa-balance-scale"></i></div>
|
||||
<div class="acc-card__info">
|
||||
<span class="acc-card__title">{{ 'labels.heading.Closing Entries' | translate }}</span>
|
||||
<span class="acc-card__desc">{{
|
||||
'labels.text.Journal entries made at the end of accounting period' | translate
|
||||
}}</span>
|
||||
<span class="acc-card__title">Balance Sheet</span>
|
||||
<span class="acc-card__desc">Header/Detail balances as on any date</span>
|
||||
</div>
|
||||
</a>
|
||||
|
||||
<!-- Accounting Rules -->
|
||||
<a class="acc-card" [routerLink]="['accounting-rules']" *mifosxHasPermission="'READ_ACCOUNTINGRULE'">
|
||||
<div class="acc-card__icon purple"><i class="fas fa-list-ul"></i></div>
|
||||
<div class="acc-card__info">
|
||||
<span class="acc-card__title">{{ 'labels.heading.Accounting Rules' | translate }}</span>
|
||||
<span class="acc-card__desc">{{ 'labels.text.List of all accounting rules' | translate }}</span>
|
||||
</div>
|
||||
</a>
|
||||
<!-- Closing Entries — hidden while disabled, see disabled-features.ts -->
|
||||
@if (!disabledFeatures.closingEntries) {
|
||||
<a class="acc-card" [routerLink]="['closing-entries']" *mifosxHasPermission="'READ_GLCLOSURE'" #closingEntries>
|
||||
<div class="acc-card__icon red"><i class="fas fa-archive"></i></div>
|
||||
<div class="acc-card__info">
|
||||
<span class="acc-card__title">{{ 'labels.heading.Closing Entries' | translate }}</span>
|
||||
<span class="acc-card__desc">{{
|
||||
'labels.text.Journal entries made at the end of accounting period' | translate
|
||||
}}</span>
|
||||
</div>
|
||||
</a>
|
||||
}
|
||||
|
||||
<!-- Accruals -->
|
||||
<a class="acc-card" [routerLink]="['periodic-accruals']" *mifosxHasPermission="'EXECUTE_PERIODICACCRUALACCOUNTING'">
|
||||
<div class="acc-card__icon green"><i class="fas fa-calendar-check"></i></div>
|
||||
<div class="acc-card__info">
|
||||
<span class="acc-card__title">{{ 'labels.heading.Accruals' | translate }}</span>
|
||||
<span class="acc-card__desc">{{ 'labels.text.Accrues income, expenses and liabilities' | translate }}</span>
|
||||
</div>
|
||||
</a>
|
||||
<!-- Accounting Rules — hidden while disabled, see disabled-features.ts -->
|
||||
@if (!disabledFeatures.accountingRules) {
|
||||
<a class="acc-card" [routerLink]="['accounting-rules']" *mifosxHasPermission="'READ_ACCOUNTINGRULE'">
|
||||
<div class="acc-card__icon purple"><i class="fas fa-list-ul"></i></div>
|
||||
<div class="acc-card__info">
|
||||
<span class="acc-card__title">{{ 'labels.heading.Accounting Rules' | translate }}</span>
|
||||
<span class="acc-card__desc">{{ 'labels.text.List of all accounting rules' | translate }}</span>
|
||||
</div>
|
||||
</a>
|
||||
}
|
||||
|
||||
<!-- Provisioning Entries -->
|
||||
<a class="acc-card" [routerLink]="['provisioning-entries']" *mifosxHasPermission="'VIEW_PROVISIONING_ENTRIES'">
|
||||
<div class="acc-card__icon amber"><i class="fas fa-cogs"></i></div>
|
||||
<div class="acc-card__info">
|
||||
<span class="acc-card__title">{{ 'labels.heading.Provisioning Entries' | translate }}</span>
|
||||
<span class="acc-card__desc">{{ 'labels.text.Create provisioning entries' | translate }}</span>
|
||||
</div>
|
||||
</a>
|
||||
<!-- Accruals — hidden while disabled, see disabled-features.ts -->
|
||||
@if (!disabledFeatures.accruals) {
|
||||
<a
|
||||
class="acc-card"
|
||||
[routerLink]="['periodic-accruals']"
|
||||
*mifosxHasPermission="'EXECUTE_PERIODICACCRUALACCOUNTING'"
|
||||
>
|
||||
<div class="acc-card__icon green"><i class="fas fa-calendar-check"></i></div>
|
||||
<div class="acc-card__info">
|
||||
<span class="acc-card__title">{{ 'labels.heading.Accruals' | translate }}</span>
|
||||
<span class="acc-card__desc">{{ 'labels.text.Accrues income, expenses and liabilities' | translate }}</span>
|
||||
</div>
|
||||
</a>
|
||||
}
|
||||
|
||||
<!-- Provisioning Entries — hidden while disabled, see disabled-features.ts -->
|
||||
@if (!disabledFeatures.provisioningEntries) {
|
||||
<a class="acc-card" [routerLink]="['provisioning-entries']" *mifosxHasPermission="'VIEW_PROVISIONING_ENTRIES'">
|
||||
<div class="acc-card__icon amber"><i class="fas fa-cogs"></i></div>
|
||||
<div class="acc-card__info">
|
||||
<span class="acc-card__title">{{ 'labels.heading.Provisioning Entries' | translate }}</span>
|
||||
<span class="acc-card__desc">{{ 'labels.text.Create provisioning entries' | translate }}</span>
|
||||
</div>
|
||||
</a>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
|
||||
@@ -18,6 +18,7 @@ import { MatIcon } from '@angular/material/icon';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { MatLine } from '@angular/material/grid-list';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { DISABLED_ACCOUNTING_FEATURES } from './disabled-features';
|
||||
|
||||
/**
|
||||
* Accounting component.
|
||||
@@ -63,6 +64,9 @@ export class AccountingComponent implements AfterViewInit {
|
||||
// Initialize an array of 10 boolean values, all set to false
|
||||
arrowBooleans: boolean[] = new Array(10).fill(false);
|
||||
|
||||
/** Which accounting tiles are switched off for this installation — see disabled-features.ts. */
|
||||
disabledFeatures = DISABLED_ACCOUNTING_FEATURES;
|
||||
|
||||
/**
|
||||
* Popover function
|
||||
* @param template TemplateRef<any>.
|
||||
@@ -104,12 +108,15 @@ export class AccountingComponent implements AfterViewInit {
|
||||
);
|
||||
});
|
||||
}
|
||||
if (this.configurationWizardService.showClosingEntries) {
|
||||
// Closing Entries and Create Journal Entries can be switched off (see disabled-features.ts), in
|
||||
// which case their tiles never render and these refs stay undefined — the wizard simply has no
|
||||
// step to point at, rather than throwing on a missing element.
|
||||
if (this.configurationWizardService.showClosingEntries && this.closingEntries) {
|
||||
setTimeout(() => {
|
||||
this.showPopover(this.templateClosingEntries, this.closingEntries.nativeElement, 'bottom', true);
|
||||
});
|
||||
}
|
||||
if (this.configurationWizardService.showCreateJournalEntries) {
|
||||
if (this.configurationWizardService.showCreateJournalEntries && this.createJournalEntries) {
|
||||
setTimeout(() => {
|
||||
this.showPopover(this.templateCreateJournalEntries, this.createJournalEntries.nativeElement, 'bottom', true);
|
||||
});
|
||||
|
||||
@@ -116,6 +116,22 @@ export class AccountingService {
|
||||
return this.http.get(`/glaccounts`, { params: httpParams });
|
||||
}
|
||||
|
||||
/**
|
||||
* As-on-date balance sheet, grouped by Header/Detail hierarchy — see BalanceSheetApiResource.
|
||||
* @param asOnDate yyyy-MM-dd. Defaults to today on the backend when omitted.
|
||||
* @param officeId Optional — scopes every balance to one office instead of the whole organization.
|
||||
*/
|
||||
getBalanceSheet(asOnDate?: string, officeId?: number): Observable<any> {
|
||||
let httpParams = new HttpParams();
|
||||
if (asOnDate) {
|
||||
httpParams = httpParams.set('asOnDate', asOnDate);
|
||||
}
|
||||
if (officeId != null) {
|
||||
httpParams = httpParams.set('officeId', officeId.toString());
|
||||
}
|
||||
return this.http.get('/accounting/balancesheet', { params: httpParams });
|
||||
}
|
||||
|
||||
/**
|
||||
* @param transactionId Transaction ID of journal entries.
|
||||
* @returns {Observable<any>} Journal Entries.
|
||||
|
||||
@@ -0,0 +1,363 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
/*
|
||||
* Builds the Consolidated Balance Sheet PDF, laid out like the bank's printed report: liabilities
|
||||
* on the left, assets on the right, each top-level group a named block with its accounts listed
|
||||
* under it and a subtotal in the TOTAL column.
|
||||
*
|
||||
* Drawn directly with jsPDF rather than printed from the DOM: window.print() carries the whole app
|
||||
* shell (sidenav, toolbar, ticker) into the output and gives no control over where a page breaks,
|
||||
* which is what made the printed sheet unreadable. Here each column is paginated on its own, the
|
||||
* way the printed report does it — the left side can run onto page 2 while the right side is still
|
||||
* on page 1 — and every page repeats the heading.
|
||||
*/
|
||||
|
||||
import { jsPDF } from 'jspdf';
|
||||
|
||||
export interface BalanceSheetPdfNode {
|
||||
name: string;
|
||||
glCode: string;
|
||||
usage: 'HEADER' | 'DETAIL';
|
||||
balance: number;
|
||||
children: BalanceSheetPdfNode[];
|
||||
}
|
||||
|
||||
export interface BalanceSheetPdfSide {
|
||||
label: string;
|
||||
total: number;
|
||||
groups: { classification: string; total: number; nodes: BalanceSheetPdfNode[] }[];
|
||||
}
|
||||
|
||||
export interface BalanceSheetPdfInput {
|
||||
bankName: string;
|
||||
officeLabel: string;
|
||||
/** yyyy-MM-dd */
|
||||
asOnDate: string;
|
||||
creditSide: BalanceSheetPdfSide;
|
||||
debitSide: BalanceSheetPdfSide;
|
||||
}
|
||||
|
||||
// ── Page geometry, in mm on A4 portrait ─────────────────────────────────────
|
||||
const PAGE_W = 210;
|
||||
const PAGE_H = 297;
|
||||
const MARGIN = 8;
|
||||
const COL_W = (PAGE_W - MARGIN * 2) / 2;
|
||||
const COL_X = [
|
||||
MARGIN,
|
||||
MARGIN + COL_W
|
||||
];
|
||||
/** Right edges of the BALANCE and TOTAL columns, relative to a column's left edge. */
|
||||
const BALANCE_R = COL_W - 26;
|
||||
const TOTAL_R = COL_W - 2;
|
||||
/** Name text wraps within this width so it never runs under the BALANCE column. */
|
||||
const NAME_W = COL_W - 30;
|
||||
|
||||
const BODY_TOP = 36;
|
||||
/** Leaves room under the body for the sign-off row and the print-date footer. */
|
||||
const BODY_BOTTOM = PAGE_H - 21;
|
||||
const LINE_H = 3.1;
|
||||
|
||||
const INK: [number, number, number] = [
|
||||
20,
|
||||
20,
|
||||
20
|
||||
];
|
||||
const MUTED: [number, number, number] = [
|
||||
90,
|
||||
90,
|
||||
90
|
||||
];
|
||||
|
||||
type Line =
|
||||
| { kind: 'block'; text: string }
|
||||
| { kind: 'subhead'; text: string; depth: number }
|
||||
| { kind: 'detail'; lines: string[]; amount: string; depth: number }
|
||||
| { kind: 'subsubtotal'; amount: string }
|
||||
| { kind: 'subtotal'; amount: string }
|
||||
| { kind: 'standalone'; lines: string[]; amount: string }
|
||||
| { kind: 'grand'; amount: string }
|
||||
| { kind: 'gap' };
|
||||
|
||||
function money(value: number): string {
|
||||
return new Intl.NumberFormat('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 }).format(value ?? 0);
|
||||
}
|
||||
|
||||
function ddmmyyyy(iso: string): string {
|
||||
if (!iso) {
|
||||
return '';
|
||||
}
|
||||
const [
|
||||
y,
|
||||
m,
|
||||
d
|
||||
] = iso.split('-');
|
||||
return `${d}/${m}/${y}`;
|
||||
}
|
||||
|
||||
function heightOf(line: Line): number {
|
||||
switch (line.kind) {
|
||||
case 'block':
|
||||
// Heading plus the short dashed rule beneath it.
|
||||
return LINE_H + 1.8;
|
||||
case 'detail':
|
||||
case 'standalone':
|
||||
return LINE_H * line.lines.length;
|
||||
case 'gap':
|
||||
return 2.4;
|
||||
case 'grand':
|
||||
// Rule above, the figure, and the double rule beneath it.
|
||||
return LINE_H + 6;
|
||||
default:
|
||||
return LINE_H;
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Flattens one side into the exact sequence of printed lines. Done up front so pagination is a
|
||||
* matter of measuring heights, with no recursion happening mid-page.
|
||||
*/
|
||||
function flatten(doc: jsPDF, side: BalanceSheetPdfSide): Line[] {
|
||||
const out: Line[] = [];
|
||||
// splitTextToSize measures with whatever font is currently set, so it has to match the font the
|
||||
// detail lines are actually drawn in — otherwise names wrap at the wrong width.
|
||||
doc.setFont('helvetica', 'normal').setFontSize(6.8);
|
||||
|
||||
const pushNode = (node: BalanceSheetPdfNode, depth: number): void => {
|
||||
if (node.usage === 'DETAIL') {
|
||||
const indent = depth * 2;
|
||||
const wrapped: string[] = doc.splitTextToSize(node.name, NAME_W - indent);
|
||||
out.push({ kind: 'detail', lines: wrapped, amount: money(node.balance), depth });
|
||||
return;
|
||||
}
|
||||
out.push({ kind: 'subhead', text: node.name, depth });
|
||||
node.children.forEach((child) => pushNode(child, depth + 1));
|
||||
out.push({ kind: 'subsubtotal', amount: money(node.balance) });
|
||||
};
|
||||
|
||||
for (const group of side.groups) {
|
||||
for (const root of group.nodes) {
|
||||
if (root.usage === 'DETAIL') {
|
||||
// A Detail account sitting under no group at all: a group of one, printed on a single line
|
||||
// carrying both its balance and its total, rather than a heading and a figure on separate
|
||||
// rows with the BALANCE column left empty.
|
||||
out.push({
|
||||
kind: 'standalone',
|
||||
lines: doc.splitTextToSize(root.name.toUpperCase(), NAME_W),
|
||||
amount: money(root.balance)
|
||||
});
|
||||
out.push({ kind: 'gap' });
|
||||
continue;
|
||||
}
|
||||
out.push({ kind: 'block', text: root.name });
|
||||
root.children.forEach((child) => pushNode(child, 0));
|
||||
out.push({ kind: 'subtotal', amount: money(root.balance) });
|
||||
out.push({ kind: 'gap' });
|
||||
}
|
||||
}
|
||||
// Carried as a line of its own so pagination reserves room for it, rather than squeezing it
|
||||
// against the bottom margin under the last block.
|
||||
out.push({ kind: 'grand', amount: money(side.total) });
|
||||
return out;
|
||||
}
|
||||
|
||||
function dottedLine(doc: jsPDF, x1: number, y: number, x2: number): void {
|
||||
doc.setLineDashPattern(
|
||||
[
|
||||
0.4,
|
||||
0.6
|
||||
],
|
||||
0
|
||||
);
|
||||
doc.setLineWidth(0.15);
|
||||
doc.line(x1, y, x2, y);
|
||||
doc.setLineDashPattern([], 0);
|
||||
}
|
||||
|
||||
function drawPageFrame(doc: jsPDF, input: BalanceSheetPdfInput, page: number, pageCount: number): void {
|
||||
doc.setTextColor(...INK);
|
||||
|
||||
doc.setFont('helvetica', 'bold').setFontSize(9.5);
|
||||
doc.text(`${input.bankName.toUpperCase()} , HEAD OFFICE`, PAGE_W / 2, 11, { align: 'center' });
|
||||
|
||||
doc.setFontSize(8);
|
||||
doc.text(`CONSOLIDATED BALANCE SHEET (SUB GROUP WISE) AS ON : ${ddmmyyyy(input.asOnDate)}`, PAGE_W / 2, 16, {
|
||||
align: 'center'
|
||||
});
|
||||
doc.setFont('helvetica', 'normal').setFontSize(7);
|
||||
doc.text(`Page ${page} of ${pageCount}`, PAGE_W - MARGIN, 16, { align: 'right' });
|
||||
doc.text(`FOR BRANCHES : ${input.officeLabel}`, PAGE_W / 2, 20, { align: 'center' });
|
||||
|
||||
dottedLine(doc, MARGIN, 23, PAGE_W - MARGIN);
|
||||
|
||||
// Side titles and column headings, drawn per column.
|
||||
const titles = [
|
||||
'LIABILITIES ( CREDIT )',
|
||||
'ASSETS ( DEBIT )'
|
||||
];
|
||||
for (let c = 0; c < 2; c++) {
|
||||
const x = COL_X[c];
|
||||
doc.setFont('helvetica', 'bold').setFontSize(7.5);
|
||||
doc.text(titles[c], x + 1, 27.5);
|
||||
doc.setFontSize(6.5);
|
||||
doc.text('ACCOUNT NAME', x + 1, 32);
|
||||
doc.text('BALANCE', x + BALANCE_R, 32, { align: 'right' });
|
||||
doc.text('TOTAL', x + TOTAL_R, 32, { align: 'right' });
|
||||
dottedLine(doc, x + 1, 33.4, x + COL_W - 2);
|
||||
}
|
||||
|
||||
// The divider between the two sides.
|
||||
doc.setLineWidth(0.15);
|
||||
doc.setDrawColor(150, 150, 150);
|
||||
doc.line(COL_X[1], 24, COL_X[1], BODY_BOTTOM + 2);
|
||||
doc.setDrawColor(0, 0, 0);
|
||||
|
||||
// Footer.
|
||||
dottedLine(doc, MARGIN, BODY_BOTTOM + 6, PAGE_W - MARGIN);
|
||||
doc
|
||||
.setFont('helvetica', 'normal')
|
||||
.setFontSize(6.5)
|
||||
.setTextColor(...MUTED);
|
||||
const now = new Date();
|
||||
const stamp =
|
||||
`${`${now.getDate()}`.padStart(2, '0')}/${`${now.getMonth() + 1}`.padStart(2, '0')}/${now.getFullYear()} ` +
|
||||
`${`${now.getHours()}`.padStart(2, '0')}:${`${now.getMinutes()}`.padStart(2, '0')}:${`${now.getSeconds()}`.padStart(2, '0')}`;
|
||||
doc.text(`Print Date : ${stamp}`, MARGIN, BODY_BOTTOM + 10);
|
||||
doc.text('Consolidated Balance Sheet (Sub Group Wise)', PAGE_W - MARGIN, BODY_BOTTOM + 10, { align: 'right' });
|
||||
doc.setTextColor(...INK);
|
||||
}
|
||||
|
||||
/** Draws one line into a column at y, and returns the y the next line starts at. */
|
||||
function drawLine(doc: jsPDF, line: Line, x: number, y: number): number {
|
||||
switch (line.kind) {
|
||||
case 'block': {
|
||||
doc.setFont('helvetica', 'bold').setFontSize(7);
|
||||
doc.text(line.text.toUpperCase(), x + 1, y);
|
||||
dottedLine(doc, x + 1, y + 1.1, x + 34);
|
||||
return y + heightOf(line);
|
||||
}
|
||||
case 'subhead': {
|
||||
doc.setFont('helvetica', 'bold').setFontSize(6.8);
|
||||
doc.text(line.text, x + 1 + line.depth * 2, y);
|
||||
return y + heightOf(line);
|
||||
}
|
||||
case 'detail': {
|
||||
doc.setFont('helvetica', 'normal').setFontSize(6.8);
|
||||
const indent = x + 2 + line.depth * 2;
|
||||
line.lines.forEach((text, i) => doc.text(text, indent, y + i * LINE_H));
|
||||
// The amount sits on the first line of a wrapped name, as the printed report has it.
|
||||
doc.text(line.amount, x + BALANCE_R, y, { align: 'right' });
|
||||
return y + heightOf(line);
|
||||
}
|
||||
case 'subsubtotal': {
|
||||
doc.setFont('helvetica', 'bold').setFontSize(6.8);
|
||||
dottedLine(doc, x + BALANCE_R - 22, y - 2.2, x + BALANCE_R);
|
||||
doc.text(line.amount, x + BALANCE_R, y, { align: 'right' });
|
||||
return y + heightOf(line);
|
||||
}
|
||||
case 'subtotal': {
|
||||
doc.setFont('helvetica', 'bold').setFontSize(7);
|
||||
doc.text(line.amount, x + TOTAL_R, y, { align: 'right' });
|
||||
return y + heightOf(line);
|
||||
}
|
||||
case 'standalone': {
|
||||
doc.setFont('helvetica', 'bold').setFontSize(7);
|
||||
line.lines.forEach((text, i) => doc.text(text, x + 1, y + i * LINE_H));
|
||||
doc.text(line.amount, x + BALANCE_R, y, { align: 'right' });
|
||||
doc.text(line.amount, x + TOTAL_R, y, { align: 'right' });
|
||||
return y + heightOf(line);
|
||||
}
|
||||
case 'grand': {
|
||||
const top = y + 1.5;
|
||||
doc.setLineWidth(0.3);
|
||||
doc.line(x + 1, top, x + COL_W - 2, top);
|
||||
doc.setFont('helvetica', 'bold').setFontSize(7.5);
|
||||
doc.text(line.amount, x + TOTAL_R, top + 3.6, { align: 'right' });
|
||||
doc.setLineWidth(0.2);
|
||||
doc.line(x + 1, top + 5, x + COL_W - 2, top + 5);
|
||||
doc.line(x + 1, top + 5.7, x + COL_W - 2, top + 5.7);
|
||||
return y + heightOf(line);
|
||||
}
|
||||
default:
|
||||
return y + heightOf(line);
|
||||
}
|
||||
}
|
||||
|
||||
/** Splits one side's lines into per-page chunks that fit between BODY_TOP and BODY_BOTTOM. */
|
||||
function paginate(lines: Line[]): Line[][] {
|
||||
const pages: Line[][] = [];
|
||||
let current: Line[] = [];
|
||||
let y = BODY_TOP;
|
||||
|
||||
for (const line of lines) {
|
||||
const h = heightOf(line);
|
||||
if (y + h > BODY_BOTTOM) {
|
||||
pages.push(current);
|
||||
current = [];
|
||||
y = BODY_TOP;
|
||||
}
|
||||
current.push(line);
|
||||
y += h;
|
||||
}
|
||||
// Keep the trailing chunk only if it has something on it, but always return at least one page so
|
||||
// a side with no balances still gets its heading and a zero total.
|
||||
if (current.length > 0 || pages.length === 0) {
|
||||
pages.push(current);
|
||||
}
|
||||
return pages;
|
||||
}
|
||||
|
||||
export function buildBalanceSheetPdf(input: BalanceSheetPdfInput): jsPDF {
|
||||
const doc = new jsPDF({ orientation: 'p', unit: 'mm', format: 'a4', compress: true });
|
||||
|
||||
const creditPages = paginate(flatten(doc, input.creditSide));
|
||||
const debitPages = paginate(flatten(doc, input.debitSide));
|
||||
// Both sides print side by side, so the sheet runs as long as the longer of the two, plus a
|
||||
// final page for the grand totals when they would not fit under the last block.
|
||||
const pageCount = Math.max(creditPages.length, debitPages.length);
|
||||
|
||||
for (let p = 0; p < pageCount; p++) {
|
||||
if (p > 0) {
|
||||
doc.addPage();
|
||||
}
|
||||
drawPageFrame(doc, input, p + 1, pageCount);
|
||||
|
||||
const sides = [
|
||||
creditPages[p] ?? [],
|
||||
debitPages[p] ?? []
|
||||
];
|
||||
|
||||
for (let c = 0; c < 2; c++) {
|
||||
const x = COL_X[c];
|
||||
let y = BODY_TOP;
|
||||
for (const line of sides[c]) {
|
||||
y = drawLine(doc, line, x, y);
|
||||
}
|
||||
}
|
||||
|
||||
// Sign-off row, on the closing page only.
|
||||
if (p === pageCount - 1) {
|
||||
doc
|
||||
.setFont('helvetica', 'normal')
|
||||
.setFontSize(6.5)
|
||||
.setTextColor(...MUTED);
|
||||
const roles = [
|
||||
'CLERK',
|
||||
'ACCOUNTANT / OFFICER',
|
||||
'ASST. GEN MANAGER',
|
||||
'GENERAL MANAGER',
|
||||
'CHAIRMAN'
|
||||
];
|
||||
const step = (PAGE_W - MARGIN * 2) / roles.length;
|
||||
roles.forEach((role, i) => doc.text(role, MARGIN + step * i + step / 2, BODY_BOTTOM + 2, { align: 'center' }));
|
||||
doc.setTextColor(...INK);
|
||||
}
|
||||
}
|
||||
|
||||
return doc;
|
||||
}
|
||||
@@ -0,0 +1,182 @@
|
||||
<!--
|
||||
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="bs-page">
|
||||
<!-- Controls — not part of the printed sheet. -->
|
||||
<div class="bs-controls">
|
||||
<label class="bs-field">
|
||||
<span>As on date</span>
|
||||
<input type="date" [(ngModel)]="asOnDate" (change)="load()" />
|
||||
</label>
|
||||
<label class="bs-field">
|
||||
<span>Branch</span>
|
||||
<select [(ngModel)]="officeId" (ngModelChange)="load()">
|
||||
<option [ngValue]="null">All branches</option>
|
||||
@for (office of offices; track office.id) {
|
||||
<option [ngValue]="office.id">{{ office.name }}</option>
|
||||
}
|
||||
</select>
|
||||
</label>
|
||||
<label class="bs-check">
|
||||
<input type="checkbox" [(ngModel)]="hideZeroBalances" (ngModelChange)="applyZeroFilter()" />
|
||||
<span>Hide nil balances</span>
|
||||
</label>
|
||||
<span class="bs-controls__spacer"></span>
|
||||
@if (!loading && debitSide && creditSide) {
|
||||
<span class="bs-tally" [class.bs-tally--off]="!tallied">
|
||||
{{ tallied ? 'Balanced' : 'Out of balance by ' + fmt(difference) }}
|
||||
</span>
|
||||
}
|
||||
<button type="button" class="bs-btn" (click)="load()" [disabled]="loading">
|
||||
{{ loading ? 'Loading…' : 'Refresh' }}
|
||||
</button>
|
||||
<button type="button" class="bs-btn bs-btn--primary" (click)="downloadPdf()" [disabled]="loading || !debitSide">
|
||||
Download PDF
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (error) {
|
||||
<div class="bs-alert">{{ error }}</div>
|
||||
}
|
||||
|
||||
@if (loading) {
|
||||
<div class="bs-loading">Loading balance sheet…</div>
|
||||
}
|
||||
|
||||
@if (!loading && debitSide && creditSide) {
|
||||
<!-- The sheet itself — this block is what prints. -->
|
||||
<div class="bs-sheet">
|
||||
<header class="bs-sheet__head">
|
||||
<h2>CONSOLIDATED BALANCE SHEET (SUB GROUP WISE)</h2>
|
||||
<p>AS ON : {{ displayDate(asOnDateLoaded) }}</p>
|
||||
<p class="bs-sheet__branches">FOR BRANCHES : {{ officeLabel }}</p>
|
||||
</header>
|
||||
|
||||
<div class="bs-sheet__body">
|
||||
<!-- Liabilities (credit) on the left, assets (debit) on the right — as the printed sheet reads. -->
|
||||
<section class="bs-col">
|
||||
<div class="bs-col__title">LIABILITIES ( CREDIT )</div>
|
||||
<div class="bs-row bs-row--colhead">
|
||||
<span>ACCOUNT NAME</span>
|
||||
<span>BALANCE</span>
|
||||
<span>TOTAL</span>
|
||||
</div>
|
||||
@for (group of creditSide.groups; track group.classification) {
|
||||
@for (root of group.nodes; track root.id) {
|
||||
<ng-container *ngTemplateOutlet="block; context: { $implicit: root }"></ng-container>
|
||||
}
|
||||
}
|
||||
@if (creditSide.groups.length === 0) {
|
||||
<div class="bs-empty">No liability, equity or income balances as on this date.</div>
|
||||
}
|
||||
<div class="bs-row bs-row--grand">
|
||||
<span></span>
|
||||
<span></span>
|
||||
<span>{{ fmt(creditSide.total) }}</span>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section class="bs-col">
|
||||
<div class="bs-col__title">ASSETS ( DEBIT )</div>
|
||||
<div class="bs-row bs-row--colhead">
|
||||
<span>ACCOUNT NAME</span>
|
||||
<span>BALANCE</span>
|
||||
<span>TOTAL</span>
|
||||
</div>
|
||||
@for (group of debitSide.groups; track group.classification) {
|
||||
@for (root of group.nodes; track root.id) {
|
||||
<ng-container *ngTemplateOutlet="block; context: { $implicit: root }"></ng-container>
|
||||
}
|
||||
}
|
||||
@if (debitSide.groups.length === 0) {
|
||||
<div class="bs-empty">No asset or expense balances as on this date.</div>
|
||||
}
|
||||
<div class="bs-row bs-row--grand">
|
||||
<span></span>
|
||||
<span></span>
|
||||
<span>{{ fmt(debitSide.total) }}</span>
|
||||
</div>
|
||||
</section>
|
||||
</div>
|
||||
|
||||
<footer class="bs-sheet__foot">
|
||||
<span>CLERK</span>
|
||||
<span>ACCOUNTANT / OFFICER</span>
|
||||
<span>ASST. GEN MANAGER</span>
|
||||
<span>GENERAL MANAGER</span>
|
||||
<span>CHAIRMAN</span>
|
||||
</footer>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!--
|
||||
One top-level block: the Header account's name, a rule, its lines, then its subtotal in the TOTAL
|
||||
column.
|
||||
-->
|
||||
<ng-template #block let-root>
|
||||
@if (root.usage === 'DETAIL') {
|
||||
<!-- A Detail account with no Header of its own: a group of one, so it gets a single line
|
||||
carrying both its balance and its total rather than a heading repeating its own name. -->
|
||||
<div class="bs-block bs-block--single">
|
||||
<div class="bs-row bs-row--standalone">
|
||||
<span class="bs-name" [title]="root.glCode">{{ root.name }}</span>
|
||||
<span class="bs-amt">{{ fmt(root.balance) }}</span>
|
||||
<span class="bs-amt">{{ fmt(root.balance) }}</span>
|
||||
</div>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="bs-block">
|
||||
<div class="bs-block__name" [title]="root.glCode">{{ root.name }}</div>
|
||||
<div class="bs-block__rule"></div>
|
||||
@for (child of root.children; track child.id) {
|
||||
<ng-container *ngTemplateOutlet="lines; context: { $implicit: child, depth: 0 }"></ng-container>
|
||||
}
|
||||
@if (root.children.length === 0) {
|
||||
<div class="bs-row bs-row--line">
|
||||
<span class="bs-name bs-name--muted">No accounts under this group</span>
|
||||
<span></span>
|
||||
<span></span>
|
||||
</div>
|
||||
}
|
||||
<div class="bs-row bs-row--subtotal">
|
||||
<span></span>
|
||||
<span></span>
|
||||
<span>{{ fmt(root.balance) }}</span>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</ng-template>
|
||||
|
||||
<!--
|
||||
Everything below a top-level block. A nested Header keeps its own name and its own subtotal, so a
|
||||
Header inside a Header still reads as its own sub-group rather than flattening into the parent.
|
||||
-->
|
||||
<ng-template #lines let-node let-depth="depth">
|
||||
@if (node.usage === 'DETAIL') {
|
||||
<div class="bs-row bs-row--line">
|
||||
<span class="bs-name" [style.paddingLeft.px]="depth * 14" [title]="node.glCode">{{ node.name }}</span>
|
||||
<span class="bs-amt">{{ fmt(node.balance) }}</span>
|
||||
<span></span>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="bs-row bs-row--subhead">
|
||||
<span class="bs-name" [style.paddingLeft.px]="depth * 14" [title]="node.glCode">{{ node.name }}</span>
|
||||
<span></span>
|
||||
<span></span>
|
||||
</div>
|
||||
@for (child of node.children; track child.id) {
|
||||
<ng-container *ngTemplateOutlet="lines; context: { $implicit: child, depth: depth + 1 }"></ng-container>
|
||||
}
|
||||
<div class="bs-row bs-row--subsubtotal">
|
||||
<span></span>
|
||||
<span class="bs-amt">{{ fmt(node.balance) }}</span>
|
||||
<span></span>
|
||||
</div>
|
||||
}
|
||||
</ng-template>
|
||||
@@ -0,0 +1,372 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
$ink: #111827;
|
||||
$ink-soft: #374151;
|
||||
$ink-faint: #9ca3af;
|
||||
$rule: #cbd5e1;
|
||||
$border: #e2e8f0;
|
||||
$accent: #1d4ed8;
|
||||
$ok: #15803d;
|
||||
$ok-soft: #f0fdf4;
|
||||
$danger: #b91c1c;
|
||||
$danger-soft: #fef2f2;
|
||||
|
||||
// Amount columns share one width so BALANCE and TOTAL line up down the whole sheet.
|
||||
$amt-col: 128px;
|
||||
|
||||
.bs-page {
|
||||
padding: 20px 24px 40px;
|
||||
background: #f1f5f9;
|
||||
min-height: 100%;
|
||||
}
|
||||
|
||||
// ── Controls (screen only) ────────────────────────────────────────────────
|
||||
.bs-controls {
|
||||
display: flex;
|
||||
align-items: flex-end;
|
||||
gap: 14px;
|
||||
flex-wrap: wrap;
|
||||
margin-bottom: 18px;
|
||||
|
||||
&__spacer {
|
||||
flex: 1 1 auto;
|
||||
}
|
||||
}
|
||||
|
||||
.bs-field {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
font-size: 10.5px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.06em;
|
||||
color: $ink-soft;
|
||||
|
||||
input,
|
||||
select {
|
||||
height: 36px;
|
||||
padding: 0 10px;
|
||||
border: 1px solid $border;
|
||||
border-radius: 6px;
|
||||
background: #fff;
|
||||
font-size: 13px;
|
||||
font-weight: 500;
|
||||
text-transform: none;
|
||||
letter-spacing: normal;
|
||||
color: $ink;
|
||||
}
|
||||
}
|
||||
|
||||
.bs-check {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
height: 36px;
|
||||
font-size: 12.5px;
|
||||
font-weight: 600;
|
||||
color: $ink-soft;
|
||||
cursor: pointer;
|
||||
user-select: none;
|
||||
|
||||
input {
|
||||
width: 15px;
|
||||
height: 15px;
|
||||
cursor: pointer;
|
||||
accent-color: $accent;
|
||||
}
|
||||
}
|
||||
|
||||
.bs-btn {
|
||||
height: 36px;
|
||||
padding: 0 16px;
|
||||
border: 1px solid $border;
|
||||
border-radius: 6px;
|
||||
background: #fff;
|
||||
color: $ink-soft;
|
||||
font-size: 12.5px;
|
||||
font-weight: 700;
|
||||
cursor: pointer;
|
||||
|
||||
&--primary {
|
||||
background: $ink;
|
||||
border-color: $ink;
|
||||
color: #fff;
|
||||
}
|
||||
|
||||
&:disabled {
|
||||
opacity: 0.55;
|
||||
cursor: not-allowed;
|
||||
}
|
||||
}
|
||||
|
||||
.bs-tally {
|
||||
padding: 6px 12px;
|
||||
border-radius: 999px;
|
||||
background: $ok-soft;
|
||||
color: $ok;
|
||||
font-size: 12px;
|
||||
font-weight: 700;
|
||||
|
||||
&--off {
|
||||
background: $danger-soft;
|
||||
color: $danger;
|
||||
}
|
||||
}
|
||||
|
||||
.bs-alert {
|
||||
padding: 10px 14px;
|
||||
border-radius: 6px;
|
||||
background: $danger-soft;
|
||||
color: $danger;
|
||||
border: 1px solid #fecaca;
|
||||
font-size: 13px;
|
||||
margin-bottom: 14px;
|
||||
}
|
||||
|
||||
.bs-loading {
|
||||
padding: 48px 0;
|
||||
text-align: center;
|
||||
color: $ink-faint;
|
||||
font-size: 13.5px;
|
||||
}
|
||||
|
||||
// ── The printed sheet ─────────────────────────────────────────────────────
|
||||
.bs-sheet {
|
||||
background: #fff;
|
||||
border: 1px solid $border;
|
||||
padding: 22px 26px 18px;
|
||||
// The ledger reads as a printed report, so the whole sheet is set in a mono face with
|
||||
// figures on tabular numerals — columns stay aligned however long the names run.
|
||||
font-family: 'DejaVu Sans Mono', 'Liberation Mono', Consolas, 'Courier New', monospace;
|
||||
font-variant-numeric: tabular-nums;
|
||||
color: $ink;
|
||||
|
||||
&__head {
|
||||
text-align: center;
|
||||
border-bottom: 1px dotted $rule;
|
||||
padding-bottom: 10px;
|
||||
margin-bottom: 12px;
|
||||
|
||||
h2 {
|
||||
margin: 0;
|
||||
font-size: 13.5px;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.04em;
|
||||
}
|
||||
|
||||
p {
|
||||
margin: 4px 0 0;
|
||||
font-size: 11.5px;
|
||||
color: $ink-soft;
|
||||
}
|
||||
}
|
||||
|
||||
&__branches {
|
||||
letter-spacing: 0.05em;
|
||||
}
|
||||
|
||||
&__body {
|
||||
display: grid;
|
||||
grid-template-columns: 1fr 1fr;
|
||||
gap: 0;
|
||||
}
|
||||
|
||||
&__foot {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
gap: 8px;
|
||||
margin-top: 26px;
|
||||
padding-top: 10px;
|
||||
border-top: 1px dotted $rule;
|
||||
font-size: 10px;
|
||||
letter-spacing: 0.05em;
|
||||
color: $ink-soft;
|
||||
}
|
||||
}
|
||||
|
||||
.bs-col {
|
||||
padding: 0 16px;
|
||||
min-width: 0;
|
||||
|
||||
&:first-child {
|
||||
border-right: 1px dotted $rule;
|
||||
padding-left: 0;
|
||||
}
|
||||
|
||||
&:last-child {
|
||||
padding-right: 0;
|
||||
}
|
||||
|
||||
&__title {
|
||||
font-size: 12px;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.05em;
|
||||
padding-bottom: 6px;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Rows: one grid so name / BALANCE / TOTAL align across every block ──────
|
||||
.bs-row {
|
||||
display: grid;
|
||||
grid-template-columns: minmax(0, 1fr) $amt-col $amt-col;
|
||||
gap: 8px;
|
||||
align-items: baseline;
|
||||
font-size: 11.5px;
|
||||
line-height: 1.55;
|
||||
|
||||
> span:nth-child(2),
|
||||
> span:nth-child(3) {
|
||||
text-align: right;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
&--colhead {
|
||||
font-weight: 700;
|
||||
font-size: 10.5px;
|
||||
letter-spacing: 0.05em;
|
||||
border-bottom: 1px dotted $rule;
|
||||
padding-bottom: 4px;
|
||||
margin-bottom: 6px;
|
||||
color: $ink-soft;
|
||||
}
|
||||
|
||||
&--line {
|
||||
color: $ink-soft;
|
||||
}
|
||||
|
||||
// A nested Header inside a block: its own named sub-group.
|
||||
&--subhead {
|
||||
font-weight: 700;
|
||||
color: $ink;
|
||||
padding-top: 3px;
|
||||
}
|
||||
|
||||
// Sub-group subtotal sits in the BALANCE column, so it never collides with the
|
||||
// block's own figure in TOTAL.
|
||||
&--subsubtotal {
|
||||
border-top: 1px dotted $rule;
|
||||
font-weight: 700;
|
||||
color: $accent;
|
||||
}
|
||||
|
||||
// Top-level block subtotal, in the TOTAL column.
|
||||
&--subtotal {
|
||||
font-weight: 700;
|
||||
color: $ink;
|
||||
padding-top: 2px;
|
||||
}
|
||||
|
||||
// A Header-less Detail account: its own one-line group.
|
||||
&--standalone {
|
||||
font-weight: 700;
|
||||
color: $ink;
|
||||
|
||||
.bs-name {
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.03em;
|
||||
}
|
||||
}
|
||||
|
||||
&--grand {
|
||||
margin-top: 14px;
|
||||
padding-top: 8px;
|
||||
border-top: 1px solid $ink;
|
||||
border-bottom: 3px double $ink;
|
||||
font-weight: 700;
|
||||
font-size: 12.5px;
|
||||
}
|
||||
}
|
||||
|
||||
.bs-name {
|
||||
overflow-wrap: anywhere;
|
||||
|
||||
&--muted {
|
||||
color: $ink-faint;
|
||||
font-style: italic;
|
||||
}
|
||||
}
|
||||
|
||||
.bs-amt {
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.bs-block {
|
||||
margin-bottom: 14px;
|
||||
|
||||
&--single {
|
||||
margin-bottom: 10px;
|
||||
}
|
||||
|
||||
&__name {
|
||||
font-size: 11.5px;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.03em;
|
||||
text-transform: uppercase;
|
||||
}
|
||||
|
||||
// The short dashed rule the printed sheet puts under every group heading.
|
||||
&__rule {
|
||||
width: 130px;
|
||||
border-top: 1px dotted $ink-faint;
|
||||
margin: 2px 0 4px;
|
||||
}
|
||||
}
|
||||
|
||||
.bs-empty {
|
||||
padding: 14px 0;
|
||||
font-size: 11.5px;
|
||||
color: $ink-faint;
|
||||
}
|
||||
|
||||
// ── Narrow screens: stack the two sides instead of squeezing the columns ───
|
||||
@media (width <= 1100px) {
|
||||
.bs-sheet__body {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
|
||||
.bs-col {
|
||||
padding: 0;
|
||||
|
||||
&:first-child {
|
||||
border-right: none;
|
||||
border-bottom: 1px dotted $rule;
|
||||
padding-bottom: 16px;
|
||||
margin-bottom: 16px;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// ── Print: only the sheet, at report proportions ───────────────────────────
|
||||
@media print {
|
||||
.bs-controls,
|
||||
.bs-alert,
|
||||
.bs-loading {
|
||||
display: none !important;
|
||||
}
|
||||
|
||||
.bs-page {
|
||||
padding: 0;
|
||||
background: #fff;
|
||||
}
|
||||
|
||||
.bs-sheet {
|
||||
border: none;
|
||||
padding: 0;
|
||||
font-size: 10px;
|
||||
}
|
||||
|
||||
.bs-sheet__body {
|
||||
grid-template-columns: 1fr 1fr;
|
||||
}
|
||||
|
||||
.bs-block {
|
||||
break-inside: avoid;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,218 @@
|
||||
/**
|
||||
* 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 { AccountingService } from '../accounting.service';
|
||||
import { OrganizationService } from '../../organization/organization.service';
|
||||
import { buildBalanceSheetPdf } from './balance-sheet-pdf';
|
||||
|
||||
interface BalanceSheetNode {
|
||||
id: number;
|
||||
name: string;
|
||||
glCode: string;
|
||||
usage: 'HEADER' | 'DETAIL';
|
||||
balance: number;
|
||||
children: BalanceSheetNode[];
|
||||
}
|
||||
|
||||
interface BalanceSheetGroup {
|
||||
classification: string;
|
||||
total: number;
|
||||
nodes: BalanceSheetNode[];
|
||||
}
|
||||
|
||||
interface BalanceSheetSide {
|
||||
label: string;
|
||||
total: number;
|
||||
groups: BalanceSheetGroup[];
|
||||
}
|
||||
|
||||
/**
|
||||
* Consolidated Balance Sheet (sub-group wise), laid out the way the bank's own printed balance
|
||||
* sheet reads: liabilities on the left, assets on the right, each top-level Header account a named
|
||||
* block whose Detail accounts are listed under it and subtotalled in the TOTAL column.
|
||||
*
|
||||
* Balances come from BalanceSheetApiResource, which reads the live ledger - a Detail account's own
|
||||
* postings, and a Header's as the recursive sum of its children (a Header never carries a posting
|
||||
* of its own). A Detail account that sits under no Header at all is shown as its own one-line block
|
||||
* rather than being dropped.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-balance-sheet',
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule
|
||||
],
|
||||
templateUrl: './balance-sheet.component.html',
|
||||
styleUrl: './balance-sheet.component.scss'
|
||||
})
|
||||
export class BalanceSheetComponent implements OnInit {
|
||||
private accountingService = inject(AccountingService);
|
||||
private organizationService = inject(OrganizationService);
|
||||
|
||||
/** Printed at the head of the PDF. Falls back to a neutral title if the profile is not set up. */
|
||||
bankName = 'Bank';
|
||||
|
||||
asOnDate: string = new Date().toISOString().slice(0, 10);
|
||||
officeId: number | null = null;
|
||||
offices: { id: number; name: string }[] = [];
|
||||
|
||||
loading = false;
|
||||
error = '';
|
||||
asOnDateLoaded = '';
|
||||
|
||||
/** What the server returned, kept whole so the zero-balance toggle never needs a refetch. */
|
||||
private rawDebitSide: BalanceSheetSide | null = null;
|
||||
private rawCreditSide: BalanceSheetSide | null = null;
|
||||
|
||||
debitSide: BalanceSheetSide | null = null;
|
||||
creditSide: BalanceSheetSide | null = null;
|
||||
|
||||
/**
|
||||
* A working chart of accounts carries far more accounts than a bank actually operates, and a
|
||||
* printed balance sheet lists only the ones carrying a balance — leaving every nil line in makes
|
||||
* the sheet unreadable. On by default for that reason; switch it off to audit the full chart.
|
||||
*/
|
||||
hideZeroBalances = true;
|
||||
|
||||
/** Both sides are derived from the same double-entry ledger, so they can only disagree if a
|
||||
* posting is missing a leg — worth surfacing rather than hiding. */
|
||||
get tallied(): boolean {
|
||||
if (!this.debitSide || !this.creditSide) {
|
||||
return true;
|
||||
}
|
||||
return Math.abs(this.debitSide.total - this.creditSide.total) < 0.01;
|
||||
}
|
||||
|
||||
get difference(): number {
|
||||
if (!this.debitSide || !this.creditSide) {
|
||||
return 0;
|
||||
}
|
||||
return Math.abs(this.debitSide.total - this.creditSide.total);
|
||||
}
|
||||
|
||||
get officeLabel(): string {
|
||||
if (this.officeId == null) {
|
||||
return 'ALL BRANCHES';
|
||||
}
|
||||
return (this.offices.find((o) => o.id === this.officeId)?.name ?? '').toUpperCase();
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
this.accountingService.getOffices().subscribe({
|
||||
next: (offices) => (this.offices = offices || []),
|
||||
error: () => (this.offices = [])
|
||||
});
|
||||
this.organizationService.getInstitutionProfile().subscribe({
|
||||
next: (profile: any) => {
|
||||
this.bankName = profile?.statementHeaderName || profile?.bankName || this.bankName;
|
||||
},
|
||||
// A missing institution profile must not stop the sheet from loading — the PDF just carries
|
||||
// the fallback title.
|
||||
error: () => undefined
|
||||
});
|
||||
this.load();
|
||||
}
|
||||
|
||||
load(): void {
|
||||
this.loading = true;
|
||||
this.error = '';
|
||||
this.accountingService.getBalanceSheet(this.asOnDate, this.officeId ?? undefined).subscribe({
|
||||
next: (res: any) => {
|
||||
this.rawDebitSide = res.debitSide;
|
||||
this.rawCreditSide = res.creditSide;
|
||||
this.asOnDateLoaded = res.asOnDate;
|
||||
this.applyZeroFilter();
|
||||
this.loading = false;
|
||||
},
|
||||
error: () => {
|
||||
this.error = 'Could not load the balance sheet for this date.';
|
||||
this.loading = false;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Rebuilds the displayed sides from what the server sent, dropping nil lines when asked. The
|
||||
* totals are deliberately left as the server computed them — hiding a nil line must never change
|
||||
* a figure, and a group total is unaffected by removing children that summed to nothing.
|
||||
*/
|
||||
applyZeroFilter(): void {
|
||||
this.debitSide = this.filterSide(this.rawDebitSide);
|
||||
this.creditSide = this.filterSide(this.rawCreditSide);
|
||||
}
|
||||
|
||||
private filterSide(side: BalanceSheetSide | null): BalanceSheetSide | null {
|
||||
if (!side) {
|
||||
return null;
|
||||
}
|
||||
if (!this.hideZeroBalances) {
|
||||
return side;
|
||||
}
|
||||
const groups = side.groups
|
||||
.map((group) => ({
|
||||
...group,
|
||||
nodes: group.nodes
|
||||
.map((node) => this.pruneZeros(node))
|
||||
.filter((node): node is BalanceSheetNode => node !== null)
|
||||
}))
|
||||
.filter((group) => group.nodes.length > 0);
|
||||
return { ...side, groups };
|
||||
}
|
||||
|
||||
/** Drops a node whose balance is nil, and any Header left with nothing under it. */
|
||||
private pruneZeros(node: BalanceSheetNode): BalanceSheetNode | null {
|
||||
if (Math.abs(node.balance) < 0.005) {
|
||||
return null;
|
||||
}
|
||||
const children = node.children
|
||||
.map((child) => this.pruneZeros(child))
|
||||
.filter((child): child is BalanceSheetNode => child !== null);
|
||||
return { ...node, children };
|
||||
}
|
||||
|
||||
/** Indian grouping with two decimals, matching the printed report (2,76,92,608.00). */
|
||||
fmt(value: number): string {
|
||||
return new Intl.NumberFormat('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 }).format(value ?? 0);
|
||||
}
|
||||
|
||||
/** dd/MM/yyyy, as the printed report dates it. */
|
||||
displayDate(iso: string): string {
|
||||
if (!iso) {
|
||||
return '';
|
||||
}
|
||||
const [
|
||||
y,
|
||||
m,
|
||||
d
|
||||
] = iso.split('-');
|
||||
return `${d}/${m}/${y}`;
|
||||
}
|
||||
|
||||
/**
|
||||
* Builds the report as a real PDF rather than printing the page: window.print() takes the whole
|
||||
* app shell with it and breaks pages wherever they happen to fall, which is what made the earlier
|
||||
* output unusable.
|
||||
*/
|
||||
downloadPdf(): void {
|
||||
if (!this.debitSide || !this.creditSide) {
|
||||
return;
|
||||
}
|
||||
const doc = buildBalanceSheetPdf({
|
||||
bankName: this.bankName,
|
||||
officeLabel: this.officeLabel,
|
||||
asOnDate: this.asOnDateLoaded || this.asOnDate,
|
||||
creditSide: this.creditSide,
|
||||
debitSide: this.debitSide
|
||||
});
|
||||
doc.save(`balance-sheet-${this.asOnDateLoaded || this.asOnDate}.pdf`);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,43 @@
|
||||
/**
|
||||
* 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 { inject } from '@angular/core';
|
||||
import { Router, CanActivateFn } from '@angular/router';
|
||||
|
||||
/**
|
||||
* Accounting features switched off for this installation.
|
||||
*
|
||||
* Nothing is deleted — the components, routes and services all stay in place, and flipping a flag
|
||||
* back to `false` brings the feature back with its tile and its route. The matching API block lives
|
||||
* in DisabledFeatureApiFilter on the backend, so a hidden feature cannot be reached by calling the
|
||||
* endpoint directly either.
|
||||
*/
|
||||
export const DISABLED_ACCOUNTING_FEATURES = {
|
||||
createJournalEntries: true,
|
||||
frequentPostings: true,
|
||||
closingEntries: true,
|
||||
accruals: true,
|
||||
provisioningEntries: true,
|
||||
accountingRules: true
|
||||
};
|
||||
|
||||
/**
|
||||
* Blocks a route belonging to a disabled feature, for anyone who reaches it by typing the URL
|
||||
* rather than through a tile. `data.feature` names the flag to check.
|
||||
*/
|
||||
export const accountingFeatureEnabledGuard: CanActivateFn = (route) => {
|
||||
const router = inject(Router);
|
||||
const feature = route.data?.['feature'] as keyof typeof DISABLED_ACCOUNTING_FEATURES | undefined;
|
||||
|
||||
if (!feature || !DISABLED_ACCOUNTING_FEATURES[feature]) {
|
||||
return true;
|
||||
}
|
||||
|
||||
router.navigate(['/accounting'], { replaceUrl: true });
|
||||
return false;
|
||||
};
|
||||
+6
-15
@@ -16,6 +16,7 @@ import { AccountingService } from '../../accounting.service';
|
||||
import { GLAccount } from 'app/shared/models/general.model';
|
||||
import { GlAccountSelectorComponent } from '../../../shared/accounting/gl-account-selector/gl-account-selector.component';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { accountOptionsForActivity } from '../financial-activity-account-options';
|
||||
|
||||
/**
|
||||
* Create financial activity mapping component.
|
||||
@@ -87,21 +88,11 @@ export class CreateFinancialActivityMappingComponent implements OnInit {
|
||||
*/
|
||||
setGlAccountData() {
|
||||
this.financialActivityMappingForm.get('financialActivityId').valueChanges.subscribe((financialActivityId) => {
|
||||
switch (financialActivityId) {
|
||||
case 100:
|
||||
case 101:
|
||||
case 102:
|
||||
case 103:
|
||||
this.glAccountData = this.glAccountOptions.assetAccountOptions;
|
||||
break;
|
||||
case 200:
|
||||
case 201:
|
||||
this.glAccountData = this.glAccountOptions.liabilityAccountOptions;
|
||||
break;
|
||||
case 300:
|
||||
this.glAccountData = this.glAccountOptions.equityAccountOptions;
|
||||
break;
|
||||
}
|
||||
this.glAccountData = accountOptionsForActivity(
|
||||
this.financialActivityData,
|
||||
financialActivityId,
|
||||
this.glAccountOptions
|
||||
);
|
||||
});
|
||||
}
|
||||
|
||||
|
||||
+6
-15
@@ -16,6 +16,7 @@ import { AccountingService } from '../../accounting.service';
|
||||
import { GLAccount } from 'app/shared/models/general.model';
|
||||
import { GlAccountSelectorComponent } from '../../../shared/accounting/gl-account-selector/gl-account-selector.component';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { accountOptionsForActivity } from '../financial-activity-account-options';
|
||||
|
||||
/**
|
||||
* Edit financial activity mapping component.
|
||||
@@ -98,21 +99,11 @@ export class EditFinancialActivityMappingComponent implements OnInit {
|
||||
*/
|
||||
setGLAccountData() {
|
||||
this.financialActivityMappingForm.get('financialActivityId').valueChanges.subscribe((financialActivityId) => {
|
||||
switch (financialActivityId) {
|
||||
case 100:
|
||||
case 101:
|
||||
case 102:
|
||||
case 103:
|
||||
this.glAccountData = this.glAccountOptions.assetAccountOptions;
|
||||
break;
|
||||
case 200:
|
||||
case 201:
|
||||
this.glAccountData = this.glAccountOptions.liabilityAccountOptions;
|
||||
break;
|
||||
case 300:
|
||||
this.glAccountData = this.glAccountOptions.equityAccountOptions;
|
||||
break;
|
||||
}
|
||||
this.glAccountData = accountOptionsForActivity(
|
||||
this.financialActivityData,
|
||||
financialActivityId,
|
||||
this.glAccountOptions
|
||||
);
|
||||
});
|
||||
}
|
||||
|
||||
|
||||
@@ -0,0 +1,38 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
/**
|
||||
* The GL accounts a financial activity may be mapped to.
|
||||
*
|
||||
* The activity itself says which kind of account it needs — the template returns `mappedGLAccountType` on every
|
||||
* option — so the answer is read from the activity rather than worked out from its id. The screens used to switch on
|
||||
* the id instead, listing the ones they knew:
|
||||
*
|
||||
* case 100, 101, 102, 103 → asset
|
||||
* case 200, 201 → liability
|
||||
* case 300 → equity
|
||||
*
|
||||
* Every activity added since fell through that switch and left the account dropdown empty, which is how dividendPaid
|
||||
* (202), reserveForDividend (301), distributableProfit (302), retainedProfit (303) and dividendRoundOff (304) became
|
||||
* unmappable — the screen offered no accounts and gave no reason. A list keyed on ids has to be extended by hand for
|
||||
* each new activity, and is silently wrong until someone notices; asking the activity what it needs cannot fall out
|
||||
* of step with the backend.
|
||||
*
|
||||
* @param activities the template's financialActivityOptions
|
||||
* @param activityId the activity the user picked
|
||||
* @param glAccountOptions the template's glAccountOptions, keyed assetAccountOptions / liabilityAccountOptions / …
|
||||
*/
|
||||
export function accountOptionsForActivity(activities: any[], activityId: number, glAccountOptions: any): any[] {
|
||||
const activity = (activities || []).find((a) => a?.id === activityId);
|
||||
const accountType = activity?.mappedGLAccountType;
|
||||
if (!accountType || !glAccountOptions) {
|
||||
return [];
|
||||
}
|
||||
// ASSET → assetAccountOptions, and so on for LIABILITY, EQUITY, INCOME and EXPENSE.
|
||||
return glAccountOptions[`${accountType.toLowerCase()}AccountOptions`] ?? [];
|
||||
}
|
||||
+123
-98
@@ -49,119 +49,144 @@
|
||||
}
|
||||
|
||||
@if (glStatus && !glError) {
|
||||
<!-- Step 2: what the ledger already says, so the count is counted against something concrete. -->
|
||||
<div class="mcd-gl" [class.mcd-gl--fresh]="!glHasBalance">
|
||||
<mat-icon>account_balance</mat-icon>
|
||||
<div>
|
||||
<div class="mcd-gl__label">Cash GL Account</div>
|
||||
<div class="mcd-gl__value">({{ glStatus.glCode }}) {{ glStatus.glAccountName }}</div>
|
||||
@if (glHasBalance) {
|
||||
@if (todayAlreadyOpen) {
|
||||
<!-- This screen is a one-time "day 1" tool - today's business day already exists, so counting
|
||||
a drawer here would only be rejected at submit (BranchDayRegisterApiResource rejects
|
||||
reopening an already-open day). Day Register is where every day after the first belongs. -->
|
||||
<div class="mcd-gl mcd-gl--error">
|
||||
<mat-icon>lock</mat-icon>
|
||||
<div>
|
||||
<div class="mcd-gl__label">Business Day Already Open</div>
|
||||
<div class="mcd-gl__value">
|
||||
{{ todayOpenInfo.businessDate }} — opened by {{ todayOpenInfo.openedByName }}, opening cash ₹{{
|
||||
todayOpenInfo.openingCash | number: '1.2-2'
|
||||
}}
|
||||
</div>
|
||||
<div class="mcd-gl__hint">
|
||||
Already holds
|
||||
<strong>₹{{ glTarget.toLocaleString('en-IN') }}</strong>
|
||||
— count the drawer to exactly this amount.
|
||||
This branch has already opened today's business day — counting the drawer again here would only be rejected
|
||||
on submit. Deposits, withdrawals and closing today's day happen from Day Register instead.
|
||||
</div>
|
||||
} @else {
|
||||
<div class="mcd-gl__hint">
|
||||
No opening balance posted yet — whatever you count below becomes this account's opening balance.
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Step 3: the actual count. -->
|
||||
<mat-card class="mcd-card mcd-card--flush">
|
||||
<mat-card-content>
|
||||
<div class="mcd-grid mcd-grid--head">
|
||||
<div class="mcd-grid__denom">Denomination</div>
|
||||
<div class="mcd-grid__count">Count</div>
|
||||
<div class="mcd-grid__amt">Amount</div>
|
||||
<button type="button" mat-stroked-button (click)="goToBranchDay()">Go to Day Register</button>
|
||||
</div>
|
||||
@for (d of allDenoms; track d.id) {
|
||||
<div class="mcd-grid mcd-grid--row">
|
||||
<div class="mcd-grid__denom">
|
||||
{{ d.label }} <span class="mcd-grid__kind">{{ d.kind }}</span>
|
||||
</div>
|
||||
<div class="mcd-grid__count">
|
||||
<button type="button" mat-icon-button (click)="bumpCount(d, -1)"><mat-icon>remove</mat-icon></button>
|
||||
<input
|
||||
type="number"
|
||||
min="0"
|
||||
class="mcd-grid__input"
|
||||
[ngModel]="countFor(d)"
|
||||
(ngModelChange)="onCountChange(d, $event)"
|
||||
/>
|
||||
<button type="button" mat-icon-button (click)="bumpCount(d, 1)"><mat-icon>add</mat-icon></button>
|
||||
</div>
|
||||
<div class="mcd-grid__amt">₹{{ subtotalFor(d).toLocaleString('en-IN') }}</div>
|
||||
</div>
|
||||
}
|
||||
</mat-card-content>
|
||||
</mat-card>
|
||||
|
||||
<!-- The one number that matters. -->
|
||||
<div class="mcd-balance" [class.mcd-balance--ok]="isReconciled">
|
||||
<div class="mcd-balance__figure">
|
||||
<span class="mcd-balance__label">Counted Total</span>
|
||||
<span class="mcd-balance__amt">₹{{ countedTotal.toLocaleString('en-IN') }}</span>
|
||||
</div>
|
||||
@if (glHasBalance) {
|
||||
<div class="mcd-balance__figure">
|
||||
<span class="mcd-balance__label">GL Target</span>
|
||||
<span class="mcd-balance__amt">₹{{ glTarget.toLocaleString('en-IN') }}</span>
|
||||
} @else {
|
||||
<!-- Step 2: what the ledger already says, so the count is counted against something concrete. -->
|
||||
<div class="mcd-gl" [class.mcd-gl--fresh]="!glHasBalance">
|
||||
<mat-icon>account_balance</mat-icon>
|
||||
<div>
|
||||
<div class="mcd-gl__label">Cash GL Account</div>
|
||||
<div class="mcd-gl__value">({{ glStatus.glCode }}) {{ glStatus.glAccountName }}</div>
|
||||
@if (glHasBalance) {
|
||||
<div class="mcd-gl__hint">
|
||||
Already holds
|
||||
<strong>₹{{ glTarget.toLocaleString('en-IN') }}</strong>
|
||||
— count the drawer to exactly this amount.
|
||||
</div>
|
||||
} @else {
|
||||
<div class="mcd-gl__hint">
|
||||
No opening balance posted yet — whatever you count below becomes this account's opening balance.
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
<div class="mcd-balance__status">
|
||||
@if (countedTotal <= 0) {
|
||||
<mat-icon>edit_note</mat-icon>
|
||||
<span>Count each denomination above</span>
|
||||
} @else if (isReconciled) {
|
||||
<mat-icon>check_circle</mat-icon>
|
||||
<span>{{ glHasBalance ? 'Matches the GL balance' : 'Will define the GL opening balance' }}</span>
|
||||
} @else {
|
||||
<mat-icon>error</mat-icon>
|
||||
<span
|
||||
>Off by ₹{{
|
||||
(countedTotal - glTarget < 0 ? glTarget - countedTotal : countedTotal - glTarget).toLocaleString('en-IN')
|
||||
}}</span
|
||||
>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (needsDifferenceReason) {
|
||||
<mat-card class="mcd-card">
|
||||
<!-- Step 3: the actual count. -->
|
||||
<mat-card class="mcd-card mcd-card--flush">
|
||||
<mat-card-content>
|
||||
<mat-form-field class="mcd-reason">
|
||||
<mat-label>Why does the count differ from the GL balance?</mat-label>
|
||||
<input matInput [(ngModel)]="differenceReason" />
|
||||
</mat-form-field>
|
||||
<div class="mcd-grid mcd-grid--head">
|
||||
<div class="mcd-grid__denom">Denomination</div>
|
||||
<div class="mcd-grid__count">Count</div>
|
||||
<div class="mcd-grid__amt">Amount</div>
|
||||
</div>
|
||||
@for (d of allDenoms; track d.id) {
|
||||
<div class="mcd-grid mcd-grid--row">
|
||||
<div class="mcd-grid__denom">
|
||||
{{ d.label }} <span class="mcd-grid__kind">{{ d.kind }}</span>
|
||||
</div>
|
||||
<div class="mcd-grid__count">
|
||||
<button type="button" mat-icon-button (click)="bumpCount(d, -1)"><mat-icon>remove</mat-icon></button>
|
||||
<input
|
||||
type="number"
|
||||
min="0"
|
||||
class="mcd-grid__input"
|
||||
[style.width.ch]="countInputWidthCh(d)"
|
||||
[ngModel]="countFor(d)"
|
||||
(ngModelChange)="onCountChange(d, $event)"
|
||||
/>
|
||||
<button type="button" mat-icon-button (click)="bumpCount(d, 1)"><mat-icon>add</mat-icon></button>
|
||||
</div>
|
||||
<div class="mcd-grid__amt">₹{{ subtotalFor(d).toLocaleString('en-IN') }}</div>
|
||||
</div>
|
||||
}
|
||||
</mat-card-content>
|
||||
</mat-card>
|
||||
}
|
||||
|
||||
@if (errorMsg) {
|
||||
<div class="mcd-error">{{ errorMsg }}</div>
|
||||
}
|
||||
|
||||
@if (successMsg) {
|
||||
<div class="mcd-success">
|
||||
<mat-icon>check_circle</mat-icon>
|
||||
<div>
|
||||
{{ successMsg }}
|
||||
<div class="mcd-success__actions">
|
||||
<button type="button" mat-stroked-button (click)="goToBranchDay()">Go to Day Register</button>
|
||||
<!-- The one number that matters. -->
|
||||
<div class="mcd-balance" [class.mcd-balance--ok]="isReconciled">
|
||||
<div class="mcd-balance__figure">
|
||||
<span class="mcd-balance__label">Counted Total</span>
|
||||
<span class="mcd-balance__amt">₹{{ countedTotal.toLocaleString('en-IN') }}</span>
|
||||
</div>
|
||||
@if (glHasBalance) {
|
||||
<div class="mcd-balance__figure">
|
||||
<span class="mcd-balance__label">GL Target</span>
|
||||
<span class="mcd-balance__amt">₹{{ glTarget.toLocaleString('en-IN') }}</span>
|
||||
</div>
|
||||
}
|
||||
<div class="mcd-balance__status">
|
||||
@if (countedTotal <= 0) {
|
||||
<mat-icon>edit_note</mat-icon>
|
||||
<span>Count each denomination above</span>
|
||||
} @else if (isReconciled) {
|
||||
<mat-icon>check_circle</mat-icon>
|
||||
<span>{{ glHasBalance ? 'Matches the GL balance' : 'Will define the GL opening balance' }}</span>
|
||||
} @else {
|
||||
<mat-icon>error</mat-icon>
|
||||
<span
|
||||
>Off by ₹{{
|
||||
(countedTotal - glTarget < 0 ? glTarget - countedTotal : countedTotal - glTarget).toLocaleString(
|
||||
'en-IN'
|
||||
)
|
||||
}}</span
|
||||
>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!successMsg) {
|
||||
<div class="mcd-actions">
|
||||
<button mat-raised-button color="primary" [disabled]="!canSubmit" (click)="submit()">
|
||||
{{ submitting ? 'Submitting…' : 'Migrate & Open Business Day' }}
|
||||
</button>
|
||||
</div>
|
||||
@if (needsDifferenceReason) {
|
||||
<mat-card class="mcd-card">
|
||||
<mat-card-content>
|
||||
<mat-form-field class="mcd-reason">
|
||||
<mat-label>Why does the count differ from the GL balance?</mat-label>
|
||||
<input matInput [(ngModel)]="differenceReason" />
|
||||
</mat-form-field>
|
||||
</mat-card-content>
|
||||
</mat-card>
|
||||
}
|
||||
|
||||
@if (errorMsg) {
|
||||
<div class="mcd-error">{{ errorMsg }}</div>
|
||||
}
|
||||
|
||||
@if (successMsg) {
|
||||
<div class="mcd-success">
|
||||
<mat-icon>check_circle</mat-icon>
|
||||
<div>
|
||||
{{ successMsg }}
|
||||
<div class="mcd-success__actions">
|
||||
<button type="button" mat-stroked-button (click)="goToBranchDay()">Go to Day Register</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!successMsg) {
|
||||
<div class="mcd-actions">
|
||||
<button mat-raised-button color="primary" [disabled]="!canSubmit" (click)="submit()">
|
||||
{{ submitting ? 'Submitting…' : 'Migrate & Open Business Day' }}
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
}
|
||||
</div>
|
||||
|
||||
+9
-1
@@ -115,6 +115,10 @@
|
||||
color: #64748b;
|
||||
line-height: 1.4;
|
||||
}
|
||||
|
||||
button {
|
||||
margin-top: 10px;
|
||||
}
|
||||
}
|
||||
|
||||
.mcd-grid {
|
||||
@@ -171,7 +175,11 @@
|
||||
}
|
||||
|
||||
&__input {
|
||||
width: 48px;
|
||||
/* Width is set inline per row (see countInputWidthCh()), growing with the digit count typed —
|
||||
min-width here only covers the fallback before Angular has bound anything. */
|
||||
min-width: 48px;
|
||||
max-width: 96px;
|
||||
transition: width 0.1s ease-out;
|
||||
text-align: center;
|
||||
font-variant-numeric: tabular-nums;
|
||||
border: 1px solid #e2e8f0;
|
||||
|
||||
@@ -66,6 +66,14 @@ export class MigrateCashDenominationComponent implements OnInit {
|
||||
glStatus: any = null;
|
||||
glError = '';
|
||||
|
||||
/** Set once per office change: whether TODAY's business day is already open for this office. This
|
||||
* screen is a one-time "day 1" tool (see the class doc) - once a day has actually been opened,
|
||||
* reopening the same one is exactly what BranchDayRegisterApiResource#migrateCashDenomination
|
||||
* itself refuses (its own openDayInternal call rejects a day that is already open), so this is
|
||||
* checked here too, before the user counts an entire drawer only to have the submit rejected. */
|
||||
todayAlreadyOpen = false;
|
||||
todayOpenInfo: any = null;
|
||||
|
||||
notes: Denom[] = [];
|
||||
coins: Denom[] = [];
|
||||
counts: Record<number, number> = {};
|
||||
@@ -118,6 +126,8 @@ export class MigrateCashDenominationComponent implements OnInit {
|
||||
this.result = null;
|
||||
this.successMsg = '';
|
||||
this.errorMsg = '';
|
||||
this.todayAlreadyOpen = false;
|
||||
this.todayOpenInfo = null;
|
||||
if (!this.officeId) return;
|
||||
|
||||
this.glLoading = true;
|
||||
@@ -131,6 +141,15 @@ export class MigrateCashDenominationComponent implements OnInit {
|
||||
this.glError = res.message || 'No cash GL account is configured for this tenant yet.';
|
||||
}
|
||||
});
|
||||
|
||||
this.service
|
||||
.branchDayRegister(this.officeId)
|
||||
.pipe(catchError(() => of(null)))
|
||||
.subscribe((res: any) => {
|
||||
const openDay = res?.openDay;
|
||||
this.todayAlreadyOpen = !!openDay && openDay.businessDate === res?.today;
|
||||
this.todayOpenInfo = this.todayAlreadyOpen ? openDay : null;
|
||||
});
|
||||
}
|
||||
|
||||
countFor(d: Denom): number {
|
||||
@@ -149,6 +168,12 @@ export class MigrateCashDenominationComponent implements OnInit {
|
||||
this.counts[d.id] = Math.max(0, (this.counts[d.id] || 0) + delta);
|
||||
}
|
||||
|
||||
/** Widens the count box as the typed count grows more digits, so a large count (hundreds,
|
||||
* thousands) is never clipped or hard to read inside a field sized for one or two digits. */
|
||||
countInputWidthCh(d: Denom): number {
|
||||
return Math.max(3, String(this.countFor(d)).length + 2);
|
||||
}
|
||||
|
||||
get countedTotal(): number {
|
||||
return this.allDenoms.reduce((s, d) => s + this.subtotalFor(d), 0);
|
||||
}
|
||||
|
||||
+12
-1
@@ -162,7 +162,18 @@
|
||||
<div class="mob-grid mob-grid--data" formArrayName="glAccountEntries">
|
||||
<div class="mob-grid__row" [formGroupName]="i">
|
||||
<div class="mob-grid__code">{{ openingBalancesData.glAccounts[i].glAccountCode }}</div>
|
||||
<div class="mob-grid__name">{{ openingBalancesData.glAccounts[i].glAccountName }}</div>
|
||||
<div class="mob-grid__name">
|
||||
{{ openingBalancesData.glAccounts[i].glAccountName }}
|
||||
@if (isDenominationManaged(openingBalancesData.glAccounts[i].glAccountId)) {
|
||||
<span
|
||||
class="mob-grid__lock"
|
||||
matTooltip="Set by Migrate Cash Denomination — use that screen to change it"
|
||||
>
|
||||
<mat-icon inline="true">lock</mat-icon>
|
||||
<a [routerLink]="['/accounting/migrate-cash-denomination']">Migrate Cash Denomination</a>
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
<div class="mob-grid__amt">
|
||||
<mat-form-field class="mob-grid__input">
|
||||
<input matInput type="number" min="0" formControlName="debit" placeholder="0.00" />
|
||||
|
||||
@@ -219,6 +219,33 @@
|
||||
word-break: break-word;
|
||||
}
|
||||
|
||||
/* Cash at Vault / Cash at Teller — locked, see MigrateOpeningBalancesComponent.isDenominationManaged. */
|
||||
&__lock {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 4px;
|
||||
margin-left: 8px;
|
||||
padding: 1px 8px 1px 6px;
|
||||
border-radius: 999px;
|
||||
background: #fff7ed;
|
||||
color: #9a3412;
|
||||
font-size: 11px;
|
||||
font-weight: 600;
|
||||
white-space: nowrap;
|
||||
vertical-align: middle;
|
||||
|
||||
mat-icon {
|
||||
font-size: 13px;
|
||||
width: 13px;
|
||||
height: 13px;
|
||||
}
|
||||
|
||||
a {
|
||||
color: inherit;
|
||||
text-decoration: underline;
|
||||
}
|
||||
}
|
||||
|
||||
&__amt {
|
||||
text-align: right;
|
||||
}
|
||||
|
||||
@@ -17,6 +17,7 @@ import {
|
||||
} from '@angular/forms';
|
||||
import { ActivatedRoute, Router, RouterLink } from '@angular/router';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatTooltipModule } from '@angular/material/tooltip';
|
||||
|
||||
/** Custom Services */
|
||||
import { AccountingService } from '../accounting.service';
|
||||
@@ -43,7 +44,8 @@ import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
GlAccountDisplayComponent,
|
||||
CurrencyPipe,
|
||||
MatIconModule
|
||||
MatIconModule,
|
||||
MatTooltipModule
|
||||
]
|
||||
})
|
||||
export class MigrateOpeningBalancesComponent implements OnInit, AfterViewInit {
|
||||
@@ -74,6 +76,13 @@ export class MigrateOpeningBalancesComponent implements OnInit, AfterViewInit {
|
||||
debitsSum = 0;
|
||||
/** Sum total of credits. */
|
||||
creditsSum = 0;
|
||||
/** GL account ids mapped to Financial Activity 101 (Cash at Vault) / 102 (Cash at Teller) — the
|
||||
* account(s) Migrate Cash Denomination owns. Their opening balance is shown here for visibility
|
||||
* but locked against editing: redefining it as a bare number here, instead of through a counted
|
||||
* denomination breakdown, would let the GL figure drift away from what is physically in the till.
|
||||
* The backend enforces the same rule independently (see defineOpeningBalance's
|
||||
* validateNoDenominationManagedCashAccounts) — this is a convenience, not the source of truth. */
|
||||
denominationManagedGlAccountIds: number[] = [];
|
||||
|
||||
/* Reference of search form */
|
||||
@ViewChild('searchFormRef') searchFormRef: ElementRef<any>;
|
||||
@@ -95,6 +104,22 @@ export class MigrateOpeningBalancesComponent implements OnInit, AfterViewInit {
|
||||
this.officeData = data.offices;
|
||||
this.currencyData = data.currencies.selectedCurrencyOptions;
|
||||
});
|
||||
// Office-independent: which GL account(s) this tenant has mapped to Cash at Vault / Cash at
|
||||
// Teller, so their row can be locked the moment the office's accounts are drawn.
|
||||
this.accountingService.getFinancialActivityAccounts().subscribe((mappings: any[]) => {
|
||||
this.denominationManagedGlAccountIds = (mappings || [])
|
||||
.filter((mapping) => mapping.financialActivityData?.id === 101 || mapping.financialActivityData?.id === 102)
|
||||
.map((mapping) => mapping.glAccountData?.id)
|
||||
.filter((id) => id != null);
|
||||
// Retrieve may already have run before this (fast) request came back — lock any row it
|
||||
// missed rather than leaving it editable for the rest of this visit.
|
||||
this.glAccountEntries?.controls.forEach((control) => {
|
||||
const glAccountId = control.get('glAccountId')?.value;
|
||||
if (this.isDenominationManaged(glAccountId) && control.enabled) {
|
||||
control.disable();
|
||||
}
|
||||
});
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
@@ -136,14 +161,31 @@ export class MigrateOpeningBalancesComponent implements OnInit, AfterViewInit {
|
||||
* @returns {FormGroup} GL Account entry form.
|
||||
*/
|
||||
createGLAccountEntryForm(glAccount: any): UntypedFormGroup {
|
||||
return this.formBuilder.group(
|
||||
// A never-touched account arrives as a placeholder row (amount/entryType both null); one that
|
||||
// already carries an opening balance arrives with its real, committed figure — show that
|
||||
// instead of leaving the field looking blank.
|
||||
const existingDebit = glAccount.entryType?.value === 'DEBIT' ? glAccount.amount : null;
|
||||
const existingCredit = glAccount.entryType?.value === 'CREDIT' ? glAccount.amount : null;
|
||||
const group = this.formBuilder.group(
|
||||
{
|
||||
glAccountId: [glAccount.glAccountId],
|
||||
debit: [null],
|
||||
credit: [null]
|
||||
debit: [existingDebit],
|
||||
credit: [existingCredit]
|
||||
},
|
||||
{ validator: onlyOneOfTheFieldsIsRequiredValidator }
|
||||
);
|
||||
if (this.isDenominationManaged(glAccount.glAccountId)) {
|
||||
// Disabling excludes this row from the form's own .value, so it is never resubmitted here —
|
||||
// the account keeps whatever Migrate Cash Denomination last set it to.
|
||||
group.disable();
|
||||
}
|
||||
return group;
|
||||
}
|
||||
|
||||
/** Whether this GL account is Cash at Vault / Cash at Teller — locked here, see
|
||||
* denominationManagedGlAccountIds. */
|
||||
isDenominationManaged(glAccountId: number): boolean {
|
||||
return this.denominationManagedGlAccountIds.includes(glAccountId);
|
||||
}
|
||||
|
||||
/**
|
||||
@@ -176,17 +218,30 @@ export class MigrateOpeningBalancesComponent implements OnInit, AfterViewInit {
|
||||
|
||||
this.openingBalancesData = openingBalancesData;
|
||||
|
||||
entry.valueChanges.subscribe(() => {
|
||||
this.debitsSum = 0;
|
||||
this.creditsSum = 0;
|
||||
entry.controls.forEach((value) => {
|
||||
this.debitsSum += value.value.debit;
|
||||
this.creditsSum += value.value.credit;
|
||||
});
|
||||
});
|
||||
entry.valueChanges.subscribe(() => this.recomputeSums());
|
||||
// Runs once immediately too: valueChanges only fires on a later edit, and the locked cash
|
||||
// row's own prefilled figure (set once, above, never through a further value change) would
|
||||
// otherwise never be reflected in the banner at all.
|
||||
this.recomputeSums();
|
||||
});
|
||||
}
|
||||
|
||||
/** Total Debit / Total Credit shown in the balance banner. A locked (denomination-managed) row is
|
||||
* excluded here exactly as it is excluded from the form's own .value used at submit time — this
|
||||
* screen only needs to balance the accounts it is itself about to (re)define, not the one
|
||||
* Migrate Cash Denomination already settled and this form can never touch. */
|
||||
private recomputeSums(): void {
|
||||
this.debitsSum = 0;
|
||||
this.creditsSum = 0;
|
||||
this.glAccountEntries.controls.forEach((control) => {
|
||||
if (control.disabled) {
|
||||
return;
|
||||
}
|
||||
this.debitsSum += control.value.debit || 0;
|
||||
this.creditsSum += control.value.credit || 0;
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Submits the opening balances form and defines opening balances,
|
||||
* if successful redirects to view created transaction.
|
||||
|
||||
@@ -53,10 +53,13 @@
|
||||
<fa-icon icon="sync" [class.fa-spin]="ledgerLoading"></fa-icon>
|
||||
Refresh
|
||||
</button>
|
||||
<button class="gl-hero-btn gl-hero-btn--primary" [routerLink]="['/accounting/journal-entries/create']">
|
||||
<fa-icon icon="plus"></fa-icon>
|
||||
New Entry
|
||||
</button>
|
||||
<!-- New Entry — hidden while Create Journal Entries is disabled, see disabled-features.ts -->
|
||||
@if (!disabledFeatures.createJournalEntries) {
|
||||
<button class="gl-hero-btn gl-hero-btn--primary" [routerLink]="['/accounting/journal-entries/create']">
|
||||
<fa-icon icon="plus"></fa-icon>
|
||||
New Entry
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@@ -276,7 +279,7 @@
|
||||
<div class="gl-fgroup">
|
||||
<label class="gl-flabel"><fa-icon icon="calendar-alt"></fa-icon> From Date</label>
|
||||
<mat-form-field appearance="outline" class="gl-ffield">
|
||||
<input matInput [matDatepicker]="dpFrom" [min]="minDate" [max]="maxDate" [formControl]="transactionDateFrom" />
|
||||
<input matInput [matDatepicker]="dpFrom" [min]="minDate" [formControl]="transactionDateFrom" />
|
||||
<mat-datepicker-toggle matSuffix [for]="dpFrom"></mat-datepicker-toggle>
|
||||
<mat-datepicker #dpFrom></mat-datepicker>
|
||||
</mat-form-field>
|
||||
@@ -285,7 +288,7 @@
|
||||
<div class="gl-fgroup">
|
||||
<label class="gl-flabel"><fa-icon icon="calendar-alt"></fa-icon> To Date</label>
|
||||
<mat-form-field appearance="outline" class="gl-ffield">
|
||||
<input matInput [matDatepicker]="dpTo" [min]="minDate" [max]="maxDate" [formControl]="transactionDateTo" />
|
||||
<input matInput [matDatepicker]="dpTo" [min]="minDate" [formControl]="transactionDateTo" />
|
||||
<mat-datepicker-toggle matSuffix [for]="dpTo"></mat-datepicker-toggle>
|
||||
<mat-datepicker #dpTo></mat-datepicker>
|
||||
</mat-form-field>
|
||||
@@ -350,13 +353,7 @@
|
||||
<div class="gl-fgroup">
|
||||
<label class="gl-flabel"><fa-icon icon="calendar-check"></fa-icon> Submitted From</label>
|
||||
<mat-form-field appearance="outline" class="gl-ffield">
|
||||
<input
|
||||
matInput
|
||||
[matDatepicker]="dpSubFrom"
|
||||
[min]="minDate"
|
||||
[max]="maxDate"
|
||||
[formControl]="submittedOnDateFrom"
|
||||
/>
|
||||
<input matInput [matDatepicker]="dpSubFrom" [min]="minDate" [formControl]="submittedOnDateFrom" />
|
||||
<mat-datepicker-toggle matSuffix [for]="dpSubFrom"></mat-datepicker-toggle>
|
||||
<mat-datepicker #dpSubFrom></mat-datepicker>
|
||||
</mat-form-field>
|
||||
@@ -365,7 +362,7 @@
|
||||
<div class="gl-fgroup">
|
||||
<label class="gl-flabel"><fa-icon icon="calendar-check"></fa-icon> Submitted To</label>
|
||||
<mat-form-field appearance="outline" class="gl-ffield">
|
||||
<input matInput [matDatepicker]="dpSubTo" [min]="minDate" [max]="maxDate" [formControl]="submittedOnDateTo" />
|
||||
<input matInput [matDatepicker]="dpSubTo" [min]="minDate" [formControl]="submittedOnDateTo" />
|
||||
<mat-datepicker-toggle matSuffix [for]="dpSubTo"></mat-datepicker-toggle>
|
||||
<mat-datepicker #dpSubTo></mat-datepicker>
|
||||
</mat-form-field>
|
||||
@@ -536,7 +533,7 @@
|
||||
</div>
|
||||
|
||||
<div class="gl-table-shell">
|
||||
<mat-table [dataSource]="dataSource" matSort class="gl-mat-table">
|
||||
<mat-table [dataSource]="dataSource" matSort matSortActive="id" matSortDirection="desc" class="gl-mat-table">
|
||||
<!-- #ID -->
|
||||
<ng-container matColumnDef="id">
|
||||
<mat-header-cell *matHeaderCellDef mat-sort-header class="gl-th">#</mat-header-cell>
|
||||
@@ -715,7 +712,10 @@
|
||||
></mat-row>
|
||||
</mat-table>
|
||||
|
||||
@if (totalEntries === 0) {
|
||||
<!-- Keyed off the rows actually rendered, not totalEntries: that count comes from the ledger
|
||||
summary, which only reports a figure once a GL account is chosen, so the search view would
|
||||
otherwise show "No entries found" above a full table. -->
|
||||
@if (((dataSource?.entries$ | async) || []).length === 0) {
|
||||
<div class="gl-empty">
|
||||
<div class="gl-empty__icon"><fa-icon icon="search"></fa-icon></div>
|
||||
<div class="gl-empty__title">No entries found</div>
|
||||
@@ -724,7 +724,11 @@
|
||||
}
|
||||
|
||||
<div class="gl-pager-wrap">
|
||||
<mat-paginator [pageSizeOptions]="[10, 25, 50, 100]" showFirstLastButtons></mat-paginator>
|
||||
<mat-paginator
|
||||
[length]="(dataSource?.records$ | async) || 0"
|
||||
[pageSizeOptions]="[10, 25, 50, 100]"
|
||||
showFirstLastButtons
|
||||
></mat-paginator>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -14,6 +14,7 @@ import { ActivatedRoute, RouterLink } from '@angular/router';
|
||||
import { merge } from 'rxjs';
|
||||
import { tap, startWith, map, distinctUntilChanged, debounceTime } from 'rxjs/operators';
|
||||
import { AccountingService } from '../accounting.service';
|
||||
import { DISABLED_ACCOUNTING_FEATURES } from '../disabled-features';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { JournalEntriesDataSource } from './journal-entry.datasource';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
@@ -89,7 +90,9 @@ export class SearchJournalEntryComponent implements OnInit, OnDestroy, AfterView
|
||||
|
||||
// ── Misc ──────────────────────────────────────────────────────────────────
|
||||
minDate = new Date(2000, 0, 1);
|
||||
maxDate = new Date();
|
||||
maxDate: Date = null;
|
||||
/** Accounting features switched off for this installation — see disabled-features.ts. */
|
||||
disabledFeatures = DISABLED_ACCOUNTING_FEATURES;
|
||||
|
||||
// ── Filter controls ───────────────────────────────────────────────────────
|
||||
officeName = new UntypedFormControl();
|
||||
@@ -205,7 +208,7 @@ export class SearchJournalEntryComponent implements OnInit, OnDestroy, AfterView
|
||||
}
|
||||
|
||||
ngOnInit() {
|
||||
this.maxDate = this.settingsService.businessDate;
|
||||
this.maxDate = null;
|
||||
this.paginator.pageSize = 10;
|
||||
this.restoreState();
|
||||
this.setFilteredOffices();
|
||||
|
||||
@@ -74,6 +74,22 @@ export class AccountsService {
|
||||
return this.http.get('/fixeddepositaccounts', { params: httpParams });
|
||||
}
|
||||
|
||||
/**
|
||||
* FD Dashboard's data source: every ACTIVE FD, id/account/client/product identity, maturity date
|
||||
* and deposit/maturity amounts only. Deliberately a separate, narrow endpoint rather than
|
||||
* getFixedDepositAccounts() above -- that one's backend query joins in six more tables (audit
|
||||
* who-did-what-when, currency, tax group) an unbounded dashboard fetch does not need, over columns
|
||||
* that had no index until this feature added one (see backend migration 0571).
|
||||
*/
|
||||
getFixedDepositMaturityDashboard(): Observable<any> {
|
||||
return this.http.get('/fixeddepositaccounts/maturity-dashboard');
|
||||
}
|
||||
|
||||
/** RD Dashboard: running RDs with their installment position, closures and penalty income for the month. */
|
||||
getRecurringDepositDashboard(): Observable<any> {
|
||||
return this.http.get('/recurringdepositaccounts/dashboard');
|
||||
}
|
||||
|
||||
getRecurringDepositAccounts(params: AccountListParams = {}): Observable<any> {
|
||||
let httpParams = new HttpParams()
|
||||
.set('paged', 'true')
|
||||
|
||||
@@ -34,6 +34,17 @@ export class AmlService {
|
||||
return this.http.post(`/aml/alerts/${alertId}/review`, { disposition, notes });
|
||||
}
|
||||
|
||||
/**
|
||||
* Decides named rules within one alert, leaving its other rules open.
|
||||
*
|
||||
* <p>
|
||||
* The alert's own status follows from what is left undecided, so it is not sent: whitelisting five of six rules
|
||||
* leaves the alert open on the sixth.
|
||||
*/
|
||||
reviewAlertRules(alertId: number, ruleCodes: string[], disposition: string, notes: string): Observable<any> {
|
||||
return this.http.post(`/aml/alerts/${alertId}/review`, { disposition, notes, ruleCodes });
|
||||
}
|
||||
|
||||
// ═══ Recurring-alert review queue ═══
|
||||
|
||||
/**
|
||||
@@ -122,6 +133,15 @@ export class AmlService {
|
||||
return this.http.get<any[]>('/aml/ctr-reports');
|
||||
}
|
||||
|
||||
/**
|
||||
* The reportable lines behind the generated CTRs, each resolved to the account, customer, branch
|
||||
* and date a FIU-IND filing names. Omit `reportId` for every generated month.
|
||||
*/
|
||||
getCtrReportLines(reportId?: number): Observable<any[]> {
|
||||
const params = reportId ? new HttpParams().set('reportId', String(reportId)) : undefined;
|
||||
return this.http.get<any[]>('/aml/ctr-reports/lines', { params });
|
||||
}
|
||||
|
||||
/** month format: yyyy-MM */
|
||||
generateCtrReport(month: string): Observable<any> {
|
||||
return this.http.post('/aml/ctr-reports/generate', { month });
|
||||
@@ -132,4 +152,38 @@ export class AmlService {
|
||||
getRiskCategoryHistory(clientId: number): Observable<any[]> {
|
||||
return this.http.get<any[]>(`/clients/${clientId}/risk-category-history`);
|
||||
}
|
||||
|
||||
// ═══ Risk-category changes (maker-checker) ═══
|
||||
//
|
||||
// The rating decides how often a customer is re-KYC'd and what AML thresholds apply to them, so
|
||||
// it moves only once a checker agrees rather than on one officer's say-so.
|
||||
|
||||
/** @param requestedCategory 1 Low, 2 Medium, 3 High */
|
||||
requestRiskChange(clientId: number, requestedCategory: number, reason: string): Observable<any> {
|
||||
return this.http.post('/aml/risk-change-requests', { clientId, requestedCategory, reason });
|
||||
}
|
||||
|
||||
getRiskChangeRequests(status?: string): Observable<any[]> {
|
||||
const params = status ? new HttpParams().set('status', status) : undefined;
|
||||
return this.http.get<any[]>('/aml/risk-change-requests', { params });
|
||||
}
|
||||
|
||||
approveRiskChange(requestId: number): Observable<any> {
|
||||
return this.http.post(`/aml/risk-change-requests/${requestId}/approve`, {});
|
||||
}
|
||||
|
||||
rejectRiskChange(requestId: number, rejectionReason: string): Observable<any> {
|
||||
return this.http.post(`/aml/risk-change-requests/${requestId}/reject`, { rejectionReason });
|
||||
}
|
||||
|
||||
/**
|
||||
* The latest behaviour window for each customer, as the nightly job computed it.
|
||||
*
|
||||
* One row per customer carrying the review period's figures and the rating they suggest. The Risk Review report
|
||||
* prefers these over its own per-alert reckoning, because a rating describes a period rather than the handful of
|
||||
* transactions that happened to trip a rule.
|
||||
*/
|
||||
getBehaviourWindows(): Observable<any[]> {
|
||||
return this.http.get<any[]>('/risk-review/behaviour-windows');
|
||||
}
|
||||
}
|
||||
|
||||
@@ -63,6 +63,8 @@ import { CfcfrmsModule } from './cfcfrms/cfcfrms.module';
|
||||
import { BankCalendarModule } from './bank-calendar/bank-calendar.module';
|
||||
import { DeafModule } from './deaf/deaf.module';
|
||||
import { SavingsDailyInterestModule } from './savings-daily-interest/savings-daily-interest.module';
|
||||
import { FdDashboardModule } from './fd-dashboard/fd-dashboard.module';
|
||||
import { RdDashboardModule } from './rd-dashboard/rd-dashboard.module';
|
||||
import { DicgcModule } from './dicgc/dicgc.module';
|
||||
import { FiuModule } from './fiu/fiu.module';
|
||||
import { GlReportsModule } from './gl-reports/gl-reports.module';
|
||||
@@ -176,6 +178,8 @@ export function HttpLoaderFactory(http: HttpClient) {
|
||||
BankCalendarModule,
|
||||
DeafModule,
|
||||
SavingsDailyInterestModule,
|
||||
FdDashboardModule,
|
||||
RdDashboardModule,
|
||||
DicgcModule,
|
||||
FiuModule,
|
||||
GlReportsModule,
|
||||
|
||||
@@ -0,0 +1,154 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
<div class="bor-root">
|
||||
<div class="bor-head">
|
||||
<div class="bor-head-left">
|
||||
<fa-icon icon="gavel" class="bor-head-ic"></fa-icon>
|
||||
<div>
|
||||
<h2 class="bor-head-t">Board of Resolution Register — Share Capital</h2>
|
||||
<p class="bor-head-s">
|
||||
Every share account with the board resolution that authorised the allotment. Accounts with no resolution on
|
||||
record sort to the top.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<button
|
||||
class="bor-btn bor-btn--xls"
|
||||
type="button"
|
||||
[disabled]="exporting || !filtered.length"
|
||||
(click)="exportExcel()"
|
||||
>
|
||||
<fa-icon icon="file-excel"></fa-icon>
|
||||
{{ exporting ? 'Exporting…' : 'Export' }}
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (loading) {
|
||||
<div class="bor-note">Loading the register…</div>
|
||||
} @else if (loadError) {
|
||||
<div class="bor-note bor-note--warn"><fa-icon icon="exclamation-triangle"></fa-icon> {{ loadError }}</div>
|
||||
}
|
||||
|
||||
@if (!loading && !loadError) {
|
||||
<!-- Counted over the whole register, not the filtered view: it is a standing figure the
|
||||
secretary acts on, and hiding it behind a filter would hide the problem. -->
|
||||
@if (missingResolutionCount > 0) {
|
||||
<div class="bor-note bor-note--warn">
|
||||
<fa-icon icon="exclamation-triangle"></fa-icon>
|
||||
{{ missingResolutionCount }} share account{{ missingResolutionCount === 1 ? '' : 's' }} carr{{
|
||||
missingResolutionCount === 1 ? 'ies' : 'y'
|
||||
}}
|
||||
no resolution number. Share capital allotted without a board resolution cannot be evidenced to the Registrar.
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="bor-kpis">
|
||||
<div class="bor-kpi">
|
||||
<div class="bor-kpi-n">{{ filtered.length | number }}</div>
|
||||
<div class="bor-kpi-l">Share Accounts</div>
|
||||
</div>
|
||||
<div class="bor-kpi bor-kpi--blue">
|
||||
<div class="bor-kpi-n">{{ distinctResolutions | number }}</div>
|
||||
<div class="bor-kpi-l">Resolutions</div>
|
||||
</div>
|
||||
<div class="bor-kpi bor-kpi--green">
|
||||
<div class="bor-kpi-n">{{ totalShares | number }}</div>
|
||||
<div class="bor-kpi-l">Shares Allotted</div>
|
||||
</div>
|
||||
<div class="bor-kpi bor-kpi--amber">
|
||||
<div class="bor-kpi-n">₹{{ totalValue | number: '1.0-0' }}</div>
|
||||
<div class="bor-kpi-l">Share Value</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="bor-filters">
|
||||
<div class="bor-filter">
|
||||
<label>Resolution No.</label>
|
||||
<input class="bor-inp" type="text" [(ngModel)]="filterResolution" placeholder="e.g. BOR/2026-27/001" />
|
||||
</div>
|
||||
<div class="bor-filter">
|
||||
<label>Branch</label>
|
||||
<select class="bor-inp" [(ngModel)]="filterBranch">
|
||||
<option value="">All branches</option>
|
||||
@for (b of branches; track b) {
|
||||
<option [value]="b">{{ b }}</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="bor-filter">
|
||||
<label>Status</label>
|
||||
<select class="bor-inp" [(ngModel)]="filterStatus">
|
||||
<option [ngValue]="''">Any status</option>
|
||||
@for (s of statuses; track s) {
|
||||
<option [ngValue]="s">{{ statusText(s) }}</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="bor-filter bor-filter--grow">
|
||||
<label>Search</label>
|
||||
<input class="bor-inp" type="text" [(ngModel)]="search" placeholder="Member name, share A/c or CIF…" />
|
||||
</div>
|
||||
<label class="bor-check">
|
||||
<input type="checkbox" [(ngModel)]="missingOnly" />
|
||||
No resolution only
|
||||
</label>
|
||||
<button class="bor-btn" type="button" (click)="resetFilters()"><fa-icon icon="undo"></fa-icon> Reset</button>
|
||||
</div>
|
||||
|
||||
<div class="bor-table-wrap">
|
||||
<table class="bor-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Resolution No.</th>
|
||||
<th>Resolution Date</th>
|
||||
<th>Share A/c No.</th>
|
||||
<th>CIF No.</th>
|
||||
<th>Member Name</th>
|
||||
<th>Branch</th>
|
||||
<th>Product</th>
|
||||
<th class="num">Shares</th>
|
||||
<th class="num">Share Value</th>
|
||||
<th class="num">Tranches</th>
|
||||
<th>Status</th>
|
||||
<th>Activated On</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (r of filtered; track r.shareAccountId) {
|
||||
<tr [class.bor-row--missing]="!r.resolutionNumber">
|
||||
<td>
|
||||
@if (r.resolutionNumber) {
|
||||
<strong class="bor-res">{{ r.resolutionNumber }}</strong>
|
||||
} @else {
|
||||
<span class="bor-missing">Not recorded</span>
|
||||
}
|
||||
</td>
|
||||
<td class="mono">{{ r.resolutionDate || '—' }}</td>
|
||||
<td class="mono">{{ r.accountNo }}</td>
|
||||
<td class="mono">{{ r.cifNumber || '—' }}</td>
|
||||
<td>{{ r.clientName }}</td>
|
||||
<td>{{ r.officeName || '—' }}</td>
|
||||
<td>{{ r.productName || '—' }}</td>
|
||||
<td class="num">{{ r.approvedShares | number }}</td>
|
||||
<td class="num strong">{{ r.shareValue | number: '1.2-2' }}</td>
|
||||
<td class="num">{{ r.trancheCount }}</td>
|
||||
<td>
|
||||
<span [class]="statusClass(r.statusEnum)">{{ statusText(r.statusEnum) }}</span>
|
||||
</td>
|
||||
<td class="mono">{{ r.activatedDate || '—' }}</td>
|
||||
</tr>
|
||||
} @empty {
|
||||
<tr>
|
||||
<td colspan="12" class="bor-empty">No share account matches the filters.</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,313 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
.bor-root {
|
||||
padding: 20px 24px 40px;
|
||||
background: #f8fafc;
|
||||
min-height: 100%;
|
||||
}
|
||||
|
||||
.bor-head {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
justify-content: space-between;
|
||||
gap: 16px;
|
||||
margin-bottom: 18px;
|
||||
}
|
||||
|
||||
.bor-head-left {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.bor-head-ic {
|
||||
font-size: 26px;
|
||||
color: #0f4f3c;
|
||||
margin-top: 2px;
|
||||
}
|
||||
|
||||
.bor-head-t {
|
||||
margin: 0 0 3px;
|
||||
font-size: 20px;
|
||||
font-weight: 700;
|
||||
color: #1e293b;
|
||||
}
|
||||
|
||||
.bor-head-s {
|
||||
margin: 0;
|
||||
max-width: 780px;
|
||||
font-size: 13px;
|
||||
line-height: 1.5;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
.bor-note {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 9px;
|
||||
padding: 11px 14px;
|
||||
margin-bottom: 14px;
|
||||
border: 1px solid #bfdbfe;
|
||||
border-radius: 9px;
|
||||
background: #eff6ff;
|
||||
color: #1e3a8a;
|
||||
font-size: 12.5px;
|
||||
line-height: 1.55;
|
||||
|
||||
fa-icon {
|
||||
flex: 0 0 auto;
|
||||
margin-top: 1px;
|
||||
}
|
||||
|
||||
/* An allotment with no resolution behind it is the finding, not a detail. */
|
||||
&--warn {
|
||||
border-color: #fde68a;
|
||||
background: #fffbeb;
|
||||
color: #92400e;
|
||||
|
||||
fa-icon {
|
||||
color: #d97706;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.bor-kpis {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(auto-fit, minmax(180px, 1fr));
|
||||
gap: 12px;
|
||||
margin-bottom: 16px;
|
||||
}
|
||||
|
||||
.bor-kpi {
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-left: 4px solid #0f4f3c;
|
||||
border-radius: 11px;
|
||||
padding: 12px 16px;
|
||||
|
||||
&--blue {
|
||||
border-left-color: #2563eb;
|
||||
}
|
||||
|
||||
&--green {
|
||||
border-left-color: #15803d;
|
||||
}
|
||||
|
||||
&--amber {
|
||||
border-left-color: #d97706;
|
||||
}
|
||||
}
|
||||
|
||||
.bor-kpi-n {
|
||||
font-size: 22px;
|
||||
font-weight: 700;
|
||||
color: #1e293b;
|
||||
line-height: 1.2;
|
||||
}
|
||||
|
||||
.bor-kpi-l {
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
margin-top: 2px;
|
||||
}
|
||||
|
||||
.bor-filters {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
align-items: flex-end;
|
||||
gap: 12px;
|
||||
padding: 14px 16px;
|
||||
margin-bottom: 14px;
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 11px;
|
||||
}
|
||||
|
||||
.bor-filter {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
|
||||
label {
|
||||
font-size: 10.5px;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.04em;
|
||||
text-transform: uppercase;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
&--grow {
|
||||
flex: 1 1 240px;
|
||||
}
|
||||
}
|
||||
|
||||
.bor-inp {
|
||||
height: 34px;
|
||||
min-width: 170px;
|
||||
padding: 0 10px;
|
||||
border: 1px solid #cbd5e1;
|
||||
border-radius: 7px;
|
||||
font: inherit;
|
||||
font-size: 13px;
|
||||
color: #1e293b;
|
||||
background: #fff;
|
||||
|
||||
&:focus {
|
||||
outline: 2px solid #2563eb;
|
||||
outline-offset: -1px;
|
||||
}
|
||||
}
|
||||
|
||||
.bor-check {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
height: 34px;
|
||||
font-size: 12.5px;
|
||||
color: #334155;
|
||||
cursor: pointer;
|
||||
}
|
||||
|
||||
.bor-btn {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 7px;
|
||||
height: 34px;
|
||||
padding: 0 14px;
|
||||
border: 1px solid #cbd5e1;
|
||||
border-radius: 7px;
|
||||
background: #fff;
|
||||
font: inherit;
|
||||
font-size: 12.5px;
|
||||
font-weight: 600;
|
||||
color: #334155;
|
||||
cursor: pointer;
|
||||
|
||||
&:hover:not(:disabled) {
|
||||
background: #f1f5f9;
|
||||
}
|
||||
|
||||
&:disabled {
|
||||
opacity: 0.55;
|
||||
cursor: default;
|
||||
}
|
||||
|
||||
&--xls {
|
||||
border-color: #15803d;
|
||||
background: #16a34a;
|
||||
color: #fff;
|
||||
|
||||
&:hover:not(:disabled) {
|
||||
background: #15803d;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.bor-table-wrap {
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 11px;
|
||||
overflow-x: auto;
|
||||
}
|
||||
|
||||
.bor-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 12.5px;
|
||||
|
||||
th {
|
||||
text-align: left;
|
||||
padding: 10px;
|
||||
background: #f1f5f9;
|
||||
font-size: 10.5px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
color: #475569;
|
||||
white-space: nowrap;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 11px 10px;
|
||||
border-bottom: 1px solid #f1f5f9;
|
||||
vertical-align: middle;
|
||||
color: #334155;
|
||||
}
|
||||
|
||||
.num {
|
||||
text-align: right;
|
||||
font-family: 'DM Mono', monospace;
|
||||
}
|
||||
|
||||
.mono {
|
||||
font-family: 'DM Mono', monospace;
|
||||
}
|
||||
|
||||
.strong {
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
tbody tr:hover {
|
||||
background: #f8fafc;
|
||||
}
|
||||
}
|
||||
|
||||
/* The row an auditor is looking for, marked in the table as well as counted above it. */
|
||||
.bor-row--missing {
|
||||
background: #fffbeb;
|
||||
}
|
||||
|
||||
.bor-res {
|
||||
color: #0f4f3c;
|
||||
font-family: 'DM Mono', monospace;
|
||||
}
|
||||
|
||||
.bor-missing {
|
||||
display: inline-block;
|
||||
padding: 2px 8px;
|
||||
border-radius: 999px;
|
||||
background: #fef3c7;
|
||||
color: #92400e;
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
.bor-status {
|
||||
display: inline-block;
|
||||
padding: 2px 9px;
|
||||
border-radius: 999px;
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
background: #f1f5f9;
|
||||
color: #475569;
|
||||
|
||||
&--active {
|
||||
background: #dcfce7;
|
||||
color: #15803d;
|
||||
}
|
||||
|
||||
&--submitted,
|
||||
&--approved {
|
||||
background: #fef3c7;
|
||||
color: #b45309;
|
||||
}
|
||||
|
||||
&--rejected,
|
||||
&--closed {
|
||||
background: #fee2e2;
|
||||
color: #b91c1c;
|
||||
}
|
||||
}
|
||||
|
||||
.bor-empty {
|
||||
padding: 30px;
|
||||
text-align: center;
|
||||
color: #94a3b8;
|
||||
}
|
||||
@@ -0,0 +1,221 @@
|
||||
/**
|
||||
* 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 { FormsModule } from '@angular/forms';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
import { exportWorkbook } from '../cashier/cashier-export';
|
||||
import { BorRegisterRow, BorReportService } from './bor-report.service';
|
||||
|
||||
/** m_share_account.status_enum, as the register labels it. */
|
||||
const STATUS_LABEL: Record<number, string> = {
|
||||
100: 'Submitted',
|
||||
200: 'Approved',
|
||||
300: 'Active',
|
||||
400: 'Rejected',
|
||||
500: 'Closed',
|
||||
600: 'Inactive'
|
||||
};
|
||||
|
||||
/**
|
||||
* The Board of Resolution register for share capital.
|
||||
*
|
||||
* A co-operative allots shares only under a board resolution, and this is the list the Registrar or
|
||||
* an auditor asks for: every member's holding against the resolution that authorised it. The
|
||||
* account with no resolution recorded is the point of the register, so it sorts to the top and is
|
||||
* counted on its own rather than being left to be noticed.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-bor-report',
|
||||
templateUrl: './bor-report.component.html',
|
||||
styleUrls: ['./bor-report.component.scss'],
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
FaIconComponent,
|
||||
FormsModule
|
||||
]
|
||||
})
|
||||
export class BorReportComponent implements OnInit {
|
||||
private borService = inject(BorReportService);
|
||||
|
||||
readonly statusLabel = STATUS_LABEL;
|
||||
|
||||
rows: BorRegisterRow[] = [];
|
||||
loading = false;
|
||||
loadError = '';
|
||||
|
||||
/** '' = every status. */
|
||||
filterStatus: number | '' = '';
|
||||
filterBranch = '';
|
||||
filterResolution = '';
|
||||
search = '';
|
||||
/** Only the accounts with no resolution on file — the ones that need chasing. */
|
||||
missingOnly = false;
|
||||
|
||||
exporting = false;
|
||||
|
||||
ngOnInit(): void {
|
||||
this.load();
|
||||
}
|
||||
|
||||
load(): void {
|
||||
this.loading = true;
|
||||
this.loadError = '';
|
||||
this.borService.getRegister().subscribe({
|
||||
next: (rows) => {
|
||||
this.loading = false;
|
||||
this.rows = rows;
|
||||
},
|
||||
error: (err: any) => {
|
||||
this.loading = false;
|
||||
this.rows = [];
|
||||
this.loadError = err?.error?.defaultUserMessage || 'Could not load the BOR register.';
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** Branches present in the data, so the filter offers only what can actually be selected. */
|
||||
get branches(): string[] {
|
||||
return [...new Set(this.rows.map((r) => r.officeName).filter(Boolean))].sort();
|
||||
}
|
||||
|
||||
get statuses(): number[] {
|
||||
return [...new Set(this.rows.map((r) => r.statusEnum))].sort((a, b) => a - b);
|
||||
}
|
||||
|
||||
get filtered(): BorRegisterRow[] {
|
||||
const needle = this.search.trim().toLowerCase();
|
||||
const resolutionNeedle = this.filterResolution.trim().toLowerCase();
|
||||
return this.rows.filter((r) => {
|
||||
if (this.filterStatus !== '' && r.statusEnum !== this.filterStatus) {
|
||||
return false;
|
||||
}
|
||||
if (this.filterBranch && r.officeName !== this.filterBranch) {
|
||||
return false;
|
||||
}
|
||||
if (this.missingOnly && r.resolutionNumber) {
|
||||
return false;
|
||||
}
|
||||
if (resolutionNeedle && !r.resolutionNumber.toLowerCase().includes(resolutionNeedle)) {
|
||||
return false;
|
||||
}
|
||||
if (
|
||||
needle &&
|
||||
!(
|
||||
r.clientName.toLowerCase().includes(needle) ||
|
||||
r.accountNo.toLowerCase().includes(needle) ||
|
||||
r.cifNumber.toLowerCase().includes(needle)
|
||||
)
|
||||
) {
|
||||
return false;
|
||||
}
|
||||
return true;
|
||||
});
|
||||
}
|
||||
|
||||
get totalShares(): number {
|
||||
return this.filtered.reduce((s, r) => s + r.approvedShares, 0);
|
||||
}
|
||||
|
||||
get totalValue(): number {
|
||||
return this.filtered.reduce((s, r) => s + r.shareValue, 0);
|
||||
}
|
||||
|
||||
/** How many resolutions the filtered holdings were authorised under. */
|
||||
get distinctResolutions(): number {
|
||||
return new Set(this.filtered.map((r) => r.resolutionNumber).filter(Boolean)).size;
|
||||
}
|
||||
|
||||
get missingResolutionCount(): number {
|
||||
return this.rows.filter((r) => !r.resolutionNumber).length;
|
||||
}
|
||||
|
||||
statusText(statusEnum: number): string {
|
||||
return STATUS_LABEL[statusEnum] || '—';
|
||||
}
|
||||
|
||||
statusClass(statusEnum: number): string {
|
||||
return 'bor-status bor-status--' + (STATUS_LABEL[statusEnum] || 'unknown').toLowerCase();
|
||||
}
|
||||
|
||||
resetFilters(): void {
|
||||
this.filterStatus = '';
|
||||
this.filterBranch = '';
|
||||
this.filterResolution = '';
|
||||
this.search = '';
|
||||
this.missingOnly = false;
|
||||
}
|
||||
|
||||
async exportExcel(): Promise<void> {
|
||||
this.exporting = true;
|
||||
try {
|
||||
const rows = this.filtered;
|
||||
await exportWorkbook(
|
||||
[
|
||||
{
|
||||
sheetName: 'BOR Register',
|
||||
title: 'Board of Resolution Register — Share Capital',
|
||||
subtitle: `${rows.length} share account(s) · ${this.distinctResolutions} resolution(s) · ${this.totalShares} shares`,
|
||||
headers: [
|
||||
'Resolution No.',
|
||||
'Resolution Date',
|
||||
'Share A/c No.',
|
||||
'CIF No.',
|
||||
'Member Name',
|
||||
'Branch',
|
||||
'Product',
|
||||
'Shares',
|
||||
'Unit Price',
|
||||
'Share Value',
|
||||
'Tranches',
|
||||
'Status',
|
||||
'Activated On'
|
||||
],
|
||||
widths: [
|
||||
20,
|
||||
16,
|
||||
18,
|
||||
16,
|
||||
30,
|
||||
18,
|
||||
18,
|
||||
10,
|
||||
12,
|
||||
14,
|
||||
10,
|
||||
12,
|
||||
14
|
||||
],
|
||||
rows: rows.map((r) => [
|
||||
// Named rather than left blank, because an empty cell in a filing reads as an
|
||||
// oversight in the export rather than a gap in the register.
|
||||
r.resolutionNumber || 'NOT RECORDED',
|
||||
r.resolutionDate || '—',
|
||||
r.accountNo,
|
||||
r.cifNumber,
|
||||
r.clientName,
|
||||
r.officeName,
|
||||
r.productName,
|
||||
r.approvedShares,
|
||||
r.unitPrice,
|
||||
r.shareValue,
|
||||
r.trancheCount,
|
||||
this.statusText(r.statusEnum),
|
||||
r.activatedDate || '—'
|
||||
])
|
||||
}
|
||||
],
|
||||
'BOR-Register'
|
||||
);
|
||||
} finally {
|
||||
this.exporting = false;
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,94 @@
|
||||
/**
|
||||
* 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';
|
||||
import { HttpClient, HttpParams } from '@angular/common/http';
|
||||
import { Observable, map } from 'rxjs';
|
||||
|
||||
/** Custom Helpers */
|
||||
import { toIsoDate } from '../core/utils/api-date';
|
||||
|
||||
/** One share account and the board resolution that authorised it. */
|
||||
export interface BorRegisterRow {
|
||||
shareAccountId: number;
|
||||
accountNo: string;
|
||||
clientId: number;
|
||||
cifNumber: string;
|
||||
clientName: string;
|
||||
officeId: number | null;
|
||||
officeName: string;
|
||||
productName: string;
|
||||
currencyCode: string;
|
||||
statusEnum: number;
|
||||
approvedShares: number;
|
||||
pendingShares: number;
|
||||
unitPrice: number;
|
||||
shareValue: number;
|
||||
resolutionNumber: string;
|
||||
/** ISO date, or '' where no meeting date was ever recorded against the allotment. */
|
||||
resolutionDate: string;
|
||||
/** How many purchase tranches make up the holding. */
|
||||
trancheCount: number;
|
||||
submittedDate: string;
|
||||
approvedDate: string;
|
||||
activatedDate: string;
|
||||
closedDate: string;
|
||||
}
|
||||
|
||||
/**
|
||||
* The BOR register.
|
||||
*
|
||||
* One call returns every account with its resolution. The share allotment report next door fetches
|
||||
* each account separately and stops at two hundred, which is a limit on a register rather than on a
|
||||
* page of one.
|
||||
*/
|
||||
@Injectable({ providedIn: 'root' })
|
||||
export class BorReportService {
|
||||
private http = inject(HttpClient);
|
||||
|
||||
getRegister(status?: number, officeId?: number): Observable<BorRegisterRow[]> {
|
||||
let params = new HttpParams();
|
||||
if (status != null) {
|
||||
params = params.set('status', String(status));
|
||||
}
|
||||
if (officeId != null) {
|
||||
params = params.set('officeId', String(officeId));
|
||||
}
|
||||
return this.http
|
||||
.get<any[]>('/shareaccounts/bor-register', { params })
|
||||
.pipe(map((rows) => (rows || []).map((r) => this.toRow(r))));
|
||||
}
|
||||
|
||||
/** Dates arrive as [y, M, d] arrays; flattened to ISO so they sort and filter as strings. */
|
||||
private toRow(r: any): BorRegisterRow {
|
||||
return {
|
||||
shareAccountId: r.shareAccountId,
|
||||
accountNo: r.accountNo || '',
|
||||
clientId: r.clientId,
|
||||
cifNumber: r.cifNumber || '',
|
||||
clientName: r.clientName || '',
|
||||
officeId: r.officeId ?? null,
|
||||
officeName: r.officeName || '',
|
||||
productName: r.productName || '',
|
||||
currencyCode: r.currencyCode || 'INR',
|
||||
statusEnum: Number(r.statusEnum) || 0,
|
||||
approvedShares: Number(r.approvedShares) || 0,
|
||||
pendingShares: Number(r.pendingShares) || 0,
|
||||
unitPrice: Number(r.unitPrice) || 0,
|
||||
shareValue: Number(r.shareValue) || 0,
|
||||
resolutionNumber: (r.resolutionNumber || '').trim(),
|
||||
resolutionDate: toIsoDate(r.resolutionDate),
|
||||
trancheCount: Number(r.trancheCount) || 0,
|
||||
submittedDate: toIsoDate(r.submittedDate),
|
||||
approvedDate: toIsoDate(r.approvedDate),
|
||||
activatedDate: toIsoDate(r.activatedDate),
|
||||
closedDate: toIsoDate(r.closedDate)
|
||||
};
|
||||
}
|
||||
}
|
||||
@@ -12,6 +12,7 @@ import { FormsModule } from '@angular/forms';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { catchError, of } from 'rxjs';
|
||||
import { CashierService } from '../cashier.service';
|
||||
import { businessToday } from 'app/core/utils/business-today';
|
||||
|
||||
interface RegisterRow {
|
||||
accountId: number;
|
||||
@@ -83,7 +84,7 @@ export class AccountRegisterComponent implements OnInit {
|
||||
|
||||
/** Local date — toISOString() would shift the day in any timezone behind UTC. */
|
||||
private today(): string {
|
||||
const d = new Date();
|
||||
const d = businessToday();
|
||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
}
|
||||
|
||||
|
||||
@@ -49,6 +49,18 @@
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (firstOpenNeedsCashMigration && !missedOnly) {
|
||||
<div class="bd-locked">
|
||||
<mat-icon>lock</mat-icon>
|
||||
<span>
|
||||
This branch has never opened a business day, and its Cash at Vault GL account has no opening balance yet. Count
|
||||
the vault and open the first business day together from
|
||||
<a [routerLink]="['/accounting/migrate-cash-denomination']">Migrate Cash Denomination</a> — Open Day here is
|
||||
locked until that is done, so today's cash tracking never starts out of step with the ledger.
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Missed closes first: these are the ones that need action. -->
|
||||
@if (missed.length > 0) {
|
||||
<div class="db-exceptions">
|
||||
@@ -95,11 +107,26 @@
|
||||
</span>
|
||||
</div>
|
||||
@if (canOperate) {
|
||||
<button type="button" class="pg-btn pg-btn--primary" (click)="startClose(openDay)">
|
||||
<button
|
||||
type="button"
|
||||
class="pg-btn pg-btn--primary"
|
||||
(click)="startClose(openDay)"
|
||||
[disabled]="interestPending.length > 0"
|
||||
>
|
||||
<mat-icon>lock</mat-icon> Close Day
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
@if (interestPending.length > 0) {
|
||||
<div class="bd-interest-alert">
|
||||
<mat-icon>warning</mat-icon>
|
||||
<span>
|
||||
Savings interest posting report is not approved for <strong>{{ interestPending.join(', ') }}</strong
|
||||
>. Approve it in <a routerLink="/reports/interest-posting">Reports → Interest Posting Reports</a> before
|
||||
closing the day.
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
} @else if (loaded && canOperate) {
|
||||
<div class="bd-current bd-current--shut">
|
||||
<div class="bd-current__main">
|
||||
@@ -703,10 +730,10 @@
|
||||
<span class="db-muted">· {{ timeOnly(d.closedAt) }}</span>
|
||||
}
|
||||
</td>
|
||||
<td class="num">{{ d.closingCash != null ? '₹' + (d.closingCash | number: '1.2-2') : '—' }}</td>
|
||||
<td class="num">{{ d.bookCash != null ? '₹' + (d.bookCash | number: '1.2-2') : '—' }}</td>
|
||||
<td class="num">{{ hasValue(d.closingCash) ? '₹' + (d.closingCash | number: '1.2-2') : '—' }}</td>
|
||||
<td class="num">{{ hasValue(d.bookCash) ? '₹' + (d.bookCash | number: '1.2-2') : '—' }}</td>
|
||||
<td>
|
||||
@if (d.cashDifference == null) {
|
||||
@if (!hasValue(d.cashDifference)) {
|
||||
—
|
||||
} @else if (d.cashDifference === 0) {
|
||||
<span class="db-badge db-badge--ok">Tallied</span>
|
||||
|
||||
@@ -30,6 +30,36 @@
|
||||
}
|
||||
}
|
||||
|
||||
/* Blocks Open Day until the branch's first-ever open has gone through Migrate Cash Denomination —
|
||||
see BranchDayComponent.checkFirstOpenCashMigration(). Same shape as .ve-note, in the error palette
|
||||
the rest of this screen already uses for a missed close (.bd-missed). */
|
||||
.bd-locked {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 8px;
|
||||
padding: 10px 14px;
|
||||
margin-bottom: 14px;
|
||||
background: #fef2f2;
|
||||
border: 1px solid #fecaca;
|
||||
border-radius: 8px;
|
||||
color: #b91c1c;
|
||||
font-size: 12px;
|
||||
line-height: 1.5;
|
||||
|
||||
mat-icon {
|
||||
flex: none;
|
||||
font-size: 18px;
|
||||
width: 18px;
|
||||
height: 18px;
|
||||
}
|
||||
|
||||
a {
|
||||
color: inherit;
|
||||
font-weight: 600;
|
||||
text-decoration: underline;
|
||||
}
|
||||
}
|
||||
|
||||
.bd-success {
|
||||
padding: 10px 14px;
|
||||
margin-bottom: 14px;
|
||||
@@ -342,3 +372,30 @@
|
||||
color: #d97706;
|
||||
}
|
||||
}
|
||||
|
||||
// Shown under the open day while a savings interest posting report due today is unapproved.
|
||||
.bd-interest-alert {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 8px;
|
||||
margin: 8px 0 12px;
|
||||
padding: 10px 14px;
|
||||
border: 1px solid #f59e0b;
|
||||
border-radius: 8px;
|
||||
background: #fef3c7;
|
||||
color: #92400e;
|
||||
font-size: 13px;
|
||||
|
||||
mat-icon {
|
||||
flex-shrink: 0;
|
||||
font-size: 20px;
|
||||
width: 20px;
|
||||
height: 20px;
|
||||
}
|
||||
|
||||
a {
|
||||
color: inherit;
|
||||
font-weight: 600;
|
||||
text-decoration: underline;
|
||||
}
|
||||
}
|
||||
|
||||
@@ -10,7 +10,7 @@ import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { ActivatedRoute } from '@angular/router';
|
||||
import { ActivatedRoute, RouterLink } from '@angular/router';
|
||||
import { catchError, forkJoin, map, of, switchMap } from 'rxjs';
|
||||
import { CashierService } from '../cashier.service';
|
||||
|
||||
@@ -61,7 +61,8 @@ interface BranchDay {
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatIconModule
|
||||
MatIconModule,
|
||||
RouterLink
|
||||
]
|
||||
})
|
||||
export class BranchDayComponent implements OnInit {
|
||||
@@ -85,6 +86,12 @@ export class BranchDayComponent implements OnInit {
|
||||
loaded = false;
|
||||
errorMsg = '';
|
||||
successMsg = '';
|
||||
/** True only for a branch that has never opened a business day and whose Cash at Vault / Cash at
|
||||
* Teller GL account has never had anything posted to it — Open Day here would let day-to-day cash
|
||||
* tracking begin while the ledger silently stays wherever it already was. The backend enforces
|
||||
* this independently too (see BranchDayRegisterApiResource#requireCashMigrationBeforeFirstEverOpen);
|
||||
* this flag only steers the user to the right screen before they hit that rejection. */
|
||||
firstOpenNeedsCashMigration = false;
|
||||
|
||||
// Open-day form
|
||||
showOpenForm = false;
|
||||
@@ -182,6 +189,23 @@ export class BranchDayComponent implements OnInit {
|
||||
return this.totalOf(this.closeCounts);
|
||||
}
|
||||
|
||||
/**
|
||||
* Savings products whose interest posting report is due today and not yet approved. The close is
|
||||
* refused by the backend while any is pending; this only says so before the user tries.
|
||||
*/
|
||||
interestPending: string[] = [];
|
||||
|
||||
private checkInterestReports(): void {
|
||||
if (!this.openDay?.businessDate) {
|
||||
this.interestPending = [];
|
||||
return;
|
||||
}
|
||||
this.service
|
||||
.interestDayCloseCheck(this.openDay.businessDate, this.openDay.officeId)
|
||||
.pipe(catchError(() => of(null)))
|
||||
.subscribe((res) => (this.interestPending = res?.pendingProducts ?? []));
|
||||
}
|
||||
|
||||
load(): void {
|
||||
this.loading = true;
|
||||
this.errorMsg = '';
|
||||
@@ -202,6 +226,8 @@ export class BranchDayComponent implements OnInit {
|
||||
this.today = res?.today ?? '';
|
||||
this.canOperate = !!res?.canOperate;
|
||||
this.openDate = this.today;
|
||||
this.checkFirstOpenCashMigration();
|
||||
this.checkInterestReports();
|
||||
});
|
||||
|
||||
this.service
|
||||
@@ -212,9 +238,42 @@ export class BranchDayComponent implements OnInit {
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Only relevant the moment this branch has never opened a business day before — every later
|
||||
* open/close on this screen is untouched, so there is nothing to re-check once history exists.
|
||||
*/
|
||||
private checkFirstOpenCashMigration(): void {
|
||||
if (this.days.length > 0 || this.openDay) {
|
||||
this.firstOpenNeedsCashMigration = false;
|
||||
return;
|
||||
}
|
||||
this.service.cashGlStatus().subscribe({
|
||||
next: (status: any) => {
|
||||
// configured === false means this tenant has no Cash at Vault / Cash at Teller account
|
||||
// mapped at all — nothing for this check to reconcile against, so it does not block.
|
||||
this.firstOpenNeedsCashMigration = status?.configured !== false && !status?.hasBalance;
|
||||
},
|
||||
error: () => {
|
||||
this.firstOpenNeedsCashMigration = false;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** True when the branch has no open day at all, so today can be opened. */
|
||||
get canOpenToday(): boolean {
|
||||
return this.canOperate && !this.openDay;
|
||||
return this.canOperate && !this.openDay && !this.firstOpenNeedsCashMigration;
|
||||
}
|
||||
|
||||
/**
|
||||
* A still-open day's closing/book figures are dropped from the API response entirely (the
|
||||
* backend's Gson instance omits a null map value rather than sending it as JSON null), so the
|
||||
* field arrives as undefined, not null. Checking only `!== null` against that — which a stricter
|
||||
* pass of this file made the mistake of doing — leaves undefined on the "has a value" branch,
|
||||
* which then renders `'₹' + null` (the number pipe's own null output, string-concatenated) as the
|
||||
* literal text "₹null". This checks for either, the way an open day actually shows up.
|
||||
*/
|
||||
hasValue(value: number | null | undefined): boolean {
|
||||
return value !== null && value !== undefined;
|
||||
}
|
||||
|
||||
startOpen(): void {
|
||||
|
||||
+2
-1
@@ -11,6 +11,7 @@ import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { AuthenticationService } from '../../core/authentication/authentication.service';
|
||||
import { ExportSheetSpec, exportWorkbook } from '../cashier-export';
|
||||
import { businessToday } from 'app/core/utils/business-today';
|
||||
|
||||
interface SummaryRow {
|
||||
code: string;
|
||||
@@ -1316,7 +1317,7 @@ export class CashClearingTransferSummaryComponent {
|
||||
private dateTag = '2607';
|
||||
|
||||
constructor() {
|
||||
const d = new Date();
|
||||
const d = businessToday();
|
||||
this.asOnDate = `${String(d.getDate()).padStart(2, '0')}-${String(d.getMonth() + 1).padStart(2, '0')}-${d.getFullYear()}`;
|
||||
this.dateTag = `${String(d.getFullYear()).slice(-2)}${String(d.getMonth() + 1).padStart(2, '0')}`;
|
||||
|
||||
|
||||
@@ -12,6 +12,7 @@ import { FormsModule } from '@angular/forms';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
||||
import { CashierService } from '../cashier.service';
|
||||
import { businessToday } from 'app/core/utils/business-today';
|
||||
|
||||
interface Denom {
|
||||
id: number;
|
||||
@@ -63,7 +64,7 @@ export class CashExchangeEntryComponent implements OnInit {
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
const d = new Date();
|
||||
const d = businessToday();
|
||||
this.exchangeDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
this.service.getActiveDenominations().subscribe({
|
||||
next: (list) => {
|
||||
|
||||
@@ -18,6 +18,7 @@ import { MatInputModule } from '@angular/material/input';
|
||||
import { forkJoin, of } from 'rxjs';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { CashierService } from '../cashier.service';
|
||||
import { businessToday } from 'app/core/utils/business-today';
|
||||
|
||||
type PageState = 'loading' | 'no-cashier' | 'needs-reconciliation' | 'already-settled' | 'form';
|
||||
|
||||
@@ -90,7 +91,7 @@ export class CashSettlementComponent implements OnInit {
|
||||
saving = false;
|
||||
|
||||
ngOnInit(): void {
|
||||
const d = new Date();
|
||||
const d = businessToday();
|
||||
this.settlementDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
this.service
|
||||
.getTellers()
|
||||
|
||||
@@ -17,6 +17,7 @@ import { MatInputModule } from '@angular/material/input';
|
||||
import { of } from 'rxjs';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { CashierService } from '../cashier.service';
|
||||
import { businessToday } from 'app/core/utils/business-today';
|
||||
|
||||
interface Denom {
|
||||
id: number;
|
||||
@@ -82,7 +83,7 @@ export class CashTransferComponent implements OnInit {
|
||||
loadingVault = false;
|
||||
|
||||
ngOnInit(): void {
|
||||
const d = new Date();
|
||||
const d = businessToday();
|
||||
this.transferDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
this.service.getActiveDenominations().subscribe({
|
||||
next: (list) => {
|
||||
|
||||
@@ -17,6 +17,7 @@ import { forkJoin, of } from 'rxjs';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { CashierService } from '../cashier.service';
|
||||
import { AuthenticationService } from '../../core/authentication/authentication.service';
|
||||
import { businessToday } from 'app/core/utils/business-today';
|
||||
|
||||
interface DenomRow {
|
||||
denominationId: number;
|
||||
@@ -71,7 +72,7 @@ export class CashierPositionComponent implements OnInit {
|
||||
isCashierMode = false;
|
||||
|
||||
ngOnInit(): void {
|
||||
const d = new Date();
|
||||
const d = businessToday();
|
||||
this.asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
|
||||
this.isCashierMode = this.authService.isCashierUser();
|
||||
|
||||
@@ -26,7 +26,6 @@ import { VaultPositionComponent } from './vault-position/vault-position.componen
|
||||
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';
|
||||
import { ShareCollectionComponent } from './share-collection/share-collection.component';
|
||||
|
||||
const routes: Routes = [
|
||||
Route.withShell([
|
||||
@@ -345,11 +344,6 @@ const routes: Routes = [
|
||||
component: ExcessTransactionReportComponent,
|
||||
data: { title: 'Excess Transaction Report', breadcrumb: 'Excess Transaction Report' }
|
||||
},
|
||||
{
|
||||
path: 'share-collection',
|
||||
component: ShareCollectionComponent,
|
||||
data: { title: 'Share Collection', breadcrumb: 'Share Collection' }
|
||||
},
|
||||
{
|
||||
path: 'transaction-entry',
|
||||
canActivate: [CashierOnlyGuard],
|
||||
|
||||
@@ -20,7 +20,6 @@ import { ReconciliationComponent } from './reconciliation/reconciliation.compone
|
||||
import { CashHistoryComponent } from './cash-history/cash-history.component';
|
||||
import { ClosingCashReportComponent } from './closing-cash-report/closing-cash-report.component';
|
||||
import { ExcessTransactionReportComponent } from './excess-transaction-report/excess-transaction-report.component';
|
||||
import { ShareCollectionComponent } from './share-collection/share-collection.component';
|
||||
|
||||
@NgModule({
|
||||
imports: [
|
||||
@@ -35,8 +34,7 @@ import { ShareCollectionComponent } from './share-collection/share-collection.co
|
||||
ReconciliationComponent,
|
||||
CashHistoryComponent,
|
||||
ClosingCashReportComponent,
|
||||
ExcessTransactionReportComponent,
|
||||
ShareCollectionComponent
|
||||
ExcessTransactionReportComponent
|
||||
]
|
||||
})
|
||||
export class CashierModule {}
|
||||
|
||||
@@ -178,6 +178,13 @@ export class CashierService {
|
||||
return this.http.get('/vouchers/my-work', { params });
|
||||
}
|
||||
|
||||
/** One voucher and every debit/credit line it is made of — the full slip behind a summarised
|
||||
* row (a "+2 more" badge in a register only ever shows the first side of each). */
|
||||
voucherDetail(voucherNo: string): Observable<any> {
|
||||
const params = new HttpParams().set('voucherNo', voucherNo);
|
||||
return this.http.get('/vouchers/detail', { params });
|
||||
}
|
||||
|
||||
/**
|
||||
* Account register for one date: what opened and closed that day, each account's balance as it
|
||||
* stood then, and what it holds now.
|
||||
@@ -198,6 +205,23 @@ export class CashierService {
|
||||
return this.http.get('/branchday', { params });
|
||||
}
|
||||
|
||||
/**
|
||||
* The savings products whose interest posting report is due for the date and not yet approved —
|
||||
* the backend refuses to close any branch's day while one is pending.
|
||||
*/
|
||||
interestDayCloseCheck(
|
||||
date?: string,
|
||||
officeId?: number
|
||||
): Observable<{ businessDate: string; canClose: boolean; pendingProducts: string[] }> {
|
||||
let params = new HttpParams();
|
||||
if (date) params = params.set('date', date);
|
||||
if (officeId) params = params.set('officeId', String(officeId));
|
||||
return this.http.get<{ businessDate: string; canClose: boolean; pendingProducts: string[] }>(
|
||||
'/savingsinterestpostingreports/day-close-check',
|
||||
{ params }
|
||||
);
|
||||
}
|
||||
|
||||
/** Days opened and never closed — today's own open day excluded. */
|
||||
branchDayMissed(officeId?: number): Observable<any> {
|
||||
let params = new HttpParams();
|
||||
@@ -357,19 +381,6 @@ export class CashierService {
|
||||
return this.http.get<any[]>('/paymenttypes');
|
||||
}
|
||||
|
||||
// ── Share Collection ──
|
||||
getShareAccountForCollection(accountId: string): Observable<any> {
|
||||
return this.http.get(`/accounts/share/${accountId}`);
|
||||
}
|
||||
|
||||
collectSharePayment(data: any): Observable<any> {
|
||||
return this.http.post('/cashier/sharecollection', data);
|
||||
}
|
||||
|
||||
getShareCollectionStatus(shareAccountId: number): Observable<any> {
|
||||
return this.http.get(`/cashier/sharecollection/${shareAccountId}`);
|
||||
}
|
||||
|
||||
/** One unapplied Share Sundry receipt, found by the voucher number the member quotes. */
|
||||
getShareAdvanceByVoucher(voucherNo: string, glAccountNo: string, clientId?: number): Observable<any> {
|
||||
// The voucher travels as a query parameter, not a path segment: numbers are formatted
|
||||
@@ -396,10 +407,18 @@ export class CashierService {
|
||||
return this.http.get('/shareadvancecollection/requirement', { params: { shareAccountId: String(shareAccountId) } });
|
||||
}
|
||||
|
||||
/** Receipts still sitting in Share Sundry, optionally for a single member. */
|
||||
getUnappliedShareAdvances(clientId?: number): Observable<any> {
|
||||
const suffix = clientId ? `?clientId=${clientId}` : '';
|
||||
return this.http.get(`/shareadvancecollection${suffix}`);
|
||||
/**
|
||||
* Everything an Apply screen needs, in one call: `own` is this member's own unapplied receipts,
|
||||
* ready to tick; `rows` is every other Share Collection receipt still available — unclaimed GL
|
||||
* deposits and receipts linked to another member — which attach by voucher instead.
|
||||
*
|
||||
* One request rather than two: both lists come from the same table under the same filters, and
|
||||
* splitting them across endpoints only meant the same rows were fetched twice and, where they
|
||||
* overlapped, drawn twice on the same screen.
|
||||
*/
|
||||
getShareCollectionReceipts(clientId?: number): Observable<any> {
|
||||
const params = clientId ? new HttpParams().set('clientId', String(clientId)) : undefined;
|
||||
return this.http.get('/shareadvancecollection/unattributed', { params });
|
||||
}
|
||||
|
||||
/** Moves a receipt out of Sundry into share capital for an activated account. */
|
||||
@@ -407,6 +426,12 @@ export class CashierService {
|
||||
return this.http.post(`/shareadvancecollection/${collectionId}/apply`, data);
|
||||
}
|
||||
|
||||
/** The receipt's own real Dr/Cr GL legs — never the GL account currently picked in a search box,
|
||||
* which is unrelated screen state that can name a different account than this receipt sits in. */
|
||||
getShareAdvanceGlEntries(collectionId: number): Observable<any> {
|
||||
return this.http.get(`/shareadvancecollection/${collectionId}/gl-entries`);
|
||||
}
|
||||
|
||||
/** Every additional-share tranche awaiting approval, across every share account. */
|
||||
getShareAdditionRequests(): Observable<any> {
|
||||
return this.http.get('/shareadditionrequests');
|
||||
@@ -419,4 +444,14 @@ export class CashierService {
|
||||
getShareAdditionRequest(transactionId: number): Observable<any> {
|
||||
return this.http.get(`/shareadditionrequests/${transactionId}`);
|
||||
}
|
||||
|
||||
/**
|
||||
* Entry Type options for a GL credit (General / Share Collection / DD Issue / …) — the
|
||||
* "GLEntryType" code under Admin > System > Manage Codes, so an admin can add another type later
|
||||
* without a deployment. Empty on failure rather than erroring, since a row missing this dropdown's
|
||||
* options should still be usable for every other field.
|
||||
*/
|
||||
getEntryTypeOptions(): Observable<any[]> {
|
||||
return this.http.get<any[]>('/codes/name/GLEntryType/codevalues').pipe(catchError(() => of([])));
|
||||
}
|
||||
}
|
||||
|
||||
@@ -51,6 +51,12 @@ export class ClerkShareWithdrawalService {
|
||||
return this.http.post(`/clerk/share-withdrawal-requests/${id}/validate`, {});
|
||||
}
|
||||
|
||||
/** Runs the exact same checklist approve() will run, against a draft that hasn't been submitted
|
||||
* yet — so the clerk sees it in the confirm dialog, before committing to the request. */
|
||||
previewValidate(data: any): Observable<any> {
|
||||
return this.http.post('/clerk/share-withdrawal-requests/preview-validate', data);
|
||||
}
|
||||
|
||||
approve(id: number): Observable<any> {
|
||||
return this.http.post(`/clerk/share-withdrawal-requests/${id}/approve`, {});
|
||||
}
|
||||
|
||||
@@ -303,8 +303,8 @@
|
||||
<tr>
|
||||
<th class="gl-th--voucher">Voucher No</th>
|
||||
<th class="gl-th--date">Date</th>
|
||||
<th>A/C No</th>
|
||||
<th>A/C Name</th>
|
||||
<th>Debit</th>
|
||||
<th>Credit</th>
|
||||
<th class="gl-th--pt">Payment Type</th>
|
||||
<th class="gl-th--teller">Teller</th>
|
||||
<th class="num gl-th--dr">DR (₹)</th>
|
||||
@@ -326,8 +326,25 @@
|
||||
<div class="gl-time">{{ r.txnTime }}</div>
|
||||
}
|
||||
</td>
|
||||
<td class="gl-acno">{{ r.acNo }}</td>
|
||||
<td class="gl-acname">{{ r.acName }}</td>
|
||||
<!-- Both legs of the voucher, the same pair My Vouchers shows — not just the one
|
||||
side this row's own denomination breakdown happens to know about. Falls back
|
||||
to that one side (acNo/acName) when the voucher predates m_voucher_line. -->
|
||||
<td class="gl-acname">
|
||||
<div>{{ r.debitParty || r.acName }}</div>
|
||||
@if (r.debitAccount || r.acNo) {
|
||||
<div class="gl-acno">{{ r.debitAccount || r.acNo }}</div>
|
||||
}
|
||||
</td>
|
||||
<td class="gl-acname">
|
||||
@if (r.creditParty) {
|
||||
<div>{{ r.creditParty }}</div>
|
||||
@if (r.creditAccount) {
|
||||
<div class="gl-acno">{{ r.creditAccount }}</div>
|
||||
}
|
||||
} @else {
|
||||
<span class="gl-pt-none">—</span>
|
||||
}
|
||||
</td>
|
||||
<td class="gl-pt">
|
||||
@if (r.paymentType) {
|
||||
<span class="gl-pt-badge">{{ r.paymentType }}</span>
|
||||
|
||||
@@ -12,6 +12,7 @@ import { FormsModule } from '@angular/forms';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
|
||||
import { CashierService } from '../cashier.service';
|
||||
import { businessToday } from 'app/core/utils/business-today';
|
||||
|
||||
/** Day-wise denomination-wise closing cash collected from deposits. */
|
||||
@Component({
|
||||
@@ -174,19 +175,24 @@ export class ClosingCashReportComponent implements OnInit {
|
||||
return this.noteRows.reduce((s, r) => s + Number(r.settledOutAmount ?? 0), 0);
|
||||
}
|
||||
|
||||
/**
|
||||
* Summed from each row's own `netCount`, not re-derived from today's legs — a row's `netCount`
|
||||
* already carries forward what a cashier was holding from before today (`openingCount`), for the
|
||||
* force-closed-day/late-settlement case. Recomputing here from only today's vaultIn/deposit/
|
||||
* withdrawal/settledOut dropped that carry-forward and put the Total row back into negative
|
||||
* numbers a cashier had already reconciled.
|
||||
*/
|
||||
get noteNetCount(): number {
|
||||
return this.noteVaultInCount + this.noteDepositCount - this.noteWithdrawalCount - this.noteSettledOutCount;
|
||||
return this.noteRows.reduce((s, r) => s + Number(r.netCount ?? 0), 0);
|
||||
}
|
||||
|
||||
/**
|
||||
* What is left in the drawer in notes: everything that came in, less everything that went out.
|
||||
*
|
||||
* Was deposits minus withdrawals, which is the counter's movement rather than the drawer's
|
||||
* contents — it left out the cash drawn from the vault, so a teller holding a ₹500 note saw a net
|
||||
* of zero and had nothing to count against.
|
||||
* What is left in the drawer in notes: everything that came in, less everything that went out —
|
||||
* including cash carried forward from before today. See `noteNetCount` for why this sums each
|
||||
* row's own `netAmount` rather than re-deriving it from today's legs.
|
||||
*/
|
||||
get noteNetAmount(): number {
|
||||
return this.noteVaultInAmount + this.noteDepositAmount - this.noteWithdrawalAmount - this.noteSettledOutAmount;
|
||||
return this.noteRows.reduce((s, r) => s + Number(r.netAmount ?? 0), 0);
|
||||
}
|
||||
get coinRows(): any[] {
|
||||
return this.rows.filter((r) => r.kind === 'coin');
|
||||
@@ -199,7 +205,7 @@ export class ClosingCashReportComponent implements OnInit {
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
const d = new Date();
|
||||
const d = businessToday();
|
||||
this.date = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
this.load();
|
||||
this.service.getTellers().subscribe({ next: (t: any[]) => (this.tellers = t || []), error: () => {} });
|
||||
|
||||
@@ -13,6 +13,7 @@ import { MatIconModule } from '@angular/material/icon';
|
||||
import { Router } from '@angular/router';
|
||||
import { catchError, of } from 'rxjs';
|
||||
import { CashierService } from '../cashier.service';
|
||||
import { businessToday } from 'app/core/utils/business-today';
|
||||
|
||||
/**
|
||||
* Which part of the day's work a row came from. Set by the server, one per source register.
|
||||
@@ -95,7 +96,7 @@ export class DayBookComponent implements OnInit {
|
||||
|
||||
/** Local date as yyyy-MM-dd — toISOString() would shift the day in any timezone behind UTC. */
|
||||
private today(): string {
|
||||
const d = new Date();
|
||||
const d = businessToday();
|
||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
}
|
||||
|
||||
|
||||
@@ -17,6 +17,7 @@ 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 Denom {
|
||||
id: number;
|
||||
@@ -79,7 +80,7 @@ export class InterCashierTransferComponent implements OnInit {
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
const d = new Date();
|
||||
const d = businessToday();
|
||||
this.transferDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
this.service.getActiveDenominations().subscribe({
|
||||
next: (list) => {
|
||||
|
||||
@@ -152,9 +152,21 @@
|
||||
<tbody>
|
||||
@for (r of g.rows; track r.voucherNo) {
|
||||
<!-- The left edge repeats the section's own colour, so a row still says which part it
|
||||
is when the heading has scrolled away. -->
|
||||
<tr [class]="'mw-row mw-row--' + r.myRole">
|
||||
<td class="mw-vno">{{ r.voucherNo }}</td>
|
||||
is when the heading has scrolled away. Clicking anywhere on the row opens the full
|
||||
slip -- every line, not just the first debit and first credit this table has room
|
||||
to show. -->
|
||||
<tr
|
||||
[class]="'mw-row mw-row--' + r.myRole"
|
||||
class="mw-row--clickable"
|
||||
(click)="openDetail(r.voucherNo)"
|
||||
[attr.aria-busy]="loadingDetailFor === r.voucherNo"
|
||||
>
|
||||
<td class="mw-vno">
|
||||
{{ r.voucherNo }}
|
||||
@if (loadingDetailFor === r.voucherNo) {
|
||||
<mat-icon class="mw-vno__spinner" inline>hourglass_empty</mat-icon>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
<span class="mw-badge" [class]="'mw-badge--' + (r.side || 'JV')">{{ sideLabel(r.side) }}</span>
|
||||
</td>
|
||||
@@ -171,7 +183,7 @@
|
||||
<span class="mw-acct">{{ r.creditAccount }}</span>
|
||||
}
|
||||
@if (r.extraLines > 0) {
|
||||
<span class="mw-more">+{{ r.extraLines }} more</span>
|
||||
<span class="mw-more" title="Click the row to see every line">+{{ r.extraLines }} more</span>
|
||||
}
|
||||
</td>
|
||||
<td class="num">₹{{ r.amount | number: '1.2-2' }}</td>
|
||||
|
||||
@@ -178,6 +178,21 @@
|
||||
}
|
||||
}
|
||||
|
||||
.mw-row--clickable {
|
||||
cursor: pointer;
|
||||
|
||||
&:hover {
|
||||
background: #f8fafc;
|
||||
}
|
||||
}
|
||||
|
||||
.mw-vno__spinner {
|
||||
margin-left: 4px;
|
||||
font-size: 14px;
|
||||
vertical-align: middle;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
/* One section per part played. The heading carries the section's own count and total, so a maker's
|
||||
tally and a checker's are each readable without adding rows up. */
|
||||
.mw-group {
|
||||
|
||||
@@ -10,8 +10,11 @@ import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { catchError, of } from 'rxjs';
|
||||
import { MatDialog, MatDialogModule } from '@angular/material/dialog';
|
||||
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';
|
||||
|
||||
/** What the signed-in user's part in a voucher was. */
|
||||
export type MyRole = 'RAISED' | 'VERIFIED' | 'RAISED_AND_VERIFIED';
|
||||
@@ -72,11 +75,17 @@ interface MyWorkReport {
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatIconModule
|
||||
MatIconModule,
|
||||
MatDialogModule
|
||||
]
|
||||
})
|
||||
export class MyWorkComponent implements OnInit {
|
||||
private service = inject(CashierService);
|
||||
private dialog = inject(MatDialog);
|
||||
|
||||
/** Which voucher's detail is currently being fetched, so the row that was clicked can show its
|
||||
* own spinner instead of a page-wide one for what is a small, single-row lookup. */
|
||||
loadingDetailFor: string | null = null;
|
||||
|
||||
/** Day is the working default; a month is what a close or an audit asks for. */
|
||||
period: 'DAY' | 'MONTH' = 'DAY';
|
||||
@@ -323,8 +332,33 @@ export class MyWorkComponent implements OnInit {
|
||||
return { from: first, to: lastIso };
|
||||
}
|
||||
|
||||
/** Opens the full slip for one voucher — every debit and credit line, not just the first side of
|
||||
* each a table row has room to show. */
|
||||
openDetail(voucherNo: string): void {
|
||||
if (this.loadingDetailFor) {
|
||||
return;
|
||||
}
|
||||
this.loadingDetailFor = voucherNo;
|
||||
this.service
|
||||
.voucherDetail(voucherNo)
|
||||
.pipe(
|
||||
catchError(() => of(null)),
|
||||
finalize(() => (this.loadingDetailFor = null))
|
||||
)
|
||||
.subscribe((detail: any) => {
|
||||
if (!detail) {
|
||||
return;
|
||||
}
|
||||
this.dialog.open(VoucherDetailDialogComponent, {
|
||||
data: { detail },
|
||||
width: '600px',
|
||||
autoFocus: false
|
||||
});
|
||||
});
|
||||
}
|
||||
|
||||
private todayIso(): string {
|
||||
const d = new Date();
|
||||
const d = businessToday();
|
||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
}
|
||||
}
|
||||
|
||||
@@ -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, inject } from '@angular/core';
|
||||
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';
|
||||
|
||||
export interface VoucherDetailDialogData {
|
||||
/** Already-loaded detail from CashierService.voucherDetail() — the caller fetches, this dialog
|
||||
* only renders, so one loading state lives in the row's own click handler rather than being
|
||||
* duplicated inside every dialog that could ever show a voucher. */
|
||||
detail: {
|
||||
voucherNo: string;
|
||||
voucherType: string | null;
|
||||
amount: number | null;
|
||||
branchName: string | null;
|
||||
createdBy: string | null;
|
||||
createdAt: string | null;
|
||||
totalDebit: number;
|
||||
totalCredit: number;
|
||||
balanced: boolean;
|
||||
lines: {
|
||||
lineNo: number;
|
||||
entryType: 'DR' | 'CR';
|
||||
partyName: string | null;
|
||||
accountNo: string | null;
|
||||
amount: number;
|
||||
description: string | null;
|
||||
}[];
|
||||
/** GL entries a native platform command posted for the same underlying event, outside this
|
||||
* voucher entirely — a share redemption's Dr Share Capital / Cr Share Sundry pair, posted at
|
||||
* manager approval, before this voucher's own Dr Sundry / Cr Cash at Vault settlement leg even
|
||||
* exists. Empty for every voucher that already is the whole transaction on its own. */
|
||||
relatedLines: {
|
||||
stage: string;
|
||||
entryType: 'DR' | 'CR';
|
||||
partyName: string | null;
|
||||
accountNo: string | null;
|
||||
amount: number;
|
||||
description: string | null;
|
||||
}[];
|
||||
};
|
||||
}
|
||||
|
||||
/** The full slip behind a summarised register row — every debit and credit line a voucher is
|
||||
* made of, not just the first side of each that a table row has room for. */
|
||||
@Component({
|
||||
selector: 'mifosx-voucher-detail-dialog',
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
MatIconModule
|
||||
],
|
||||
template: `
|
||||
<div class="vd-shell">
|
||||
<div class="vd-header">
|
||||
<div class="vd-header__title">
|
||||
<mat-icon class="vd-icon">receipt_long</mat-icon>
|
||||
<div>
|
||||
<h2>{{ detail.voucherNo }}</h2>
|
||||
<p>{{ detail.voucherType || 'Voucher' }} · {{ detail.branchName || 'Head Office' }}</p>
|
||||
</div>
|
||||
</div>
|
||||
<button mat-icon-button mat-dialog-close aria-label="Close">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="vd-meta">
|
||||
<span
|
||||
>Raised by <strong>{{ detail.createdBy || '—' }}</strong></span
|
||||
>
|
||||
@if (detail.createdAt) {
|
||||
<span>{{ detail.createdAt | date: 'dd MMM yyyy, h:mm a' }}</span>
|
||||
}
|
||||
@if (!detail.balanced) {
|
||||
<span class="vd-unbalanced">
|
||||
<mat-icon inline>warning</mat-icon>
|
||||
Debit and credit do not balance
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
|
||||
<table class="vd-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Side</th>
|
||||
<th>Party</th>
|
||||
<th>Account No.</th>
|
||||
<th class="num">Amount</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (line of detail.lines; track line.lineNo) {
|
||||
<tr>
|
||||
<td>
|
||||
<span
|
||||
class="vd-side"
|
||||
[class.vd-side--dr]="line.entryType === 'DR'"
|
||||
[class.vd-side--cr]="line.entryType === 'CR'"
|
||||
>
|
||||
{{ line.entryType === 'DR' ? 'Debit' : 'Credit' }}
|
||||
</span>
|
||||
</td>
|
||||
<td>{{ line.partyName || '—' }}</td>
|
||||
<td class="vd-acct">{{ line.accountNo || '—' }}</td>
|
||||
<td class="num">₹{{ line.amount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
@if (line.description) {
|
||||
<tr class="vd-desc-row">
|
||||
<td></td>
|
||||
<td colspan="3" class="vd-desc">{{ line.description }}</td>
|
||||
</tr>
|
||||
}
|
||||
} @empty {
|
||||
<tr>
|
||||
<td colspan="4" class="vd-empty">This voucher's individual lines were not recorded.</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
@if (detail.lines.length > 0) {
|
||||
<tfoot>
|
||||
<tr>
|
||||
<td colspan="3">Total</td>
|
||||
<td class="num">
|
||||
₹{{ detail.totalDebit | number: '1.2-2' }} / ₹{{ detail.totalCredit | number: '1.2-2' }}
|
||||
</td>
|
||||
</tr>
|
||||
</tfoot>
|
||||
}
|
||||
</table>
|
||||
|
||||
@if (detail.relatedLines.length > 0) {
|
||||
<div class="vd-related">
|
||||
<div class="vd-related__title">
|
||||
<mat-icon inline>link</mat-icon>
|
||||
Also posted for this transaction — not part of this voucher
|
||||
</div>
|
||||
<table class="vd-table vd-table--related">
|
||||
<tbody>
|
||||
@for (line of detail.relatedLines; track $index) {
|
||||
<tr>
|
||||
<td>
|
||||
<span
|
||||
class="vd-side"
|
||||
[class.vd-side--dr]="line.entryType === 'DR'"
|
||||
[class.vd-side--cr]="line.entryType === 'CR'"
|
||||
>
|
||||
{{ line.entryType === 'DR' ? 'Debit' : 'Credit' }}
|
||||
</span>
|
||||
</td>
|
||||
<td>{{ line.partyName || '—' }}</td>
|
||||
<td class="vd-acct">{{ line.accountNo || '—' }}</td>
|
||||
<td class="num">₹{{ line.amount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
<p class="vd-related__hint">
|
||||
{{ detail.relatedLines[0].stage }} — this and the lines above are the same transaction's full accounting.
|
||||
</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="vd-actions">
|
||||
<button mat-flat-button color="primary" mat-dialog-close>Close</button>
|
||||
</div>
|
||||
</div>
|
||||
`,
|
||||
styles: [
|
||||
`
|
||||
.vd-shell {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 16px;
|
||||
padding: 20px 24px 16px;
|
||||
min-width: 420px;
|
||||
max-width: 560px;
|
||||
}
|
||||
.vd-header {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
justify-content: space-between;
|
||||
}
|
||||
.vd-header__title {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
}
|
||||
.vd-header__title h2 {
|
||||
margin: 0;
|
||||
font-size: 18px;
|
||||
font-weight: 600;
|
||||
}
|
||||
.vd-header__title p {
|
||||
margin: 2px 0 0;
|
||||
font-size: 13px;
|
||||
color: rgba(0, 0, 0, 0.6);
|
||||
}
|
||||
.vd-icon {
|
||||
color: #1976d2;
|
||||
}
|
||||
.vd-meta {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 6px 16px;
|
||||
font-size: 13px;
|
||||
color: rgba(0, 0, 0, 0.65);
|
||||
}
|
||||
.vd-unbalanced {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 4px;
|
||||
color: #b91c1c;
|
||||
font-weight: 600;
|
||||
}
|
||||
.vd-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 13px;
|
||||
}
|
||||
.vd-table th {
|
||||
text-align: left;
|
||||
text-transform: uppercase;
|
||||
font-size: 11px;
|
||||
letter-spacing: 0.03em;
|
||||
color: rgba(0, 0, 0, 0.5);
|
||||
padding: 6px 8px;
|
||||
border-bottom: 1px solid rgba(0, 0, 0, 0.1);
|
||||
}
|
||||
.vd-table td {
|
||||
padding: 8px;
|
||||
border-bottom: 1px solid rgba(0, 0, 0, 0.06);
|
||||
}
|
||||
.vd-table .num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
.vd-acct {
|
||||
color: rgba(0, 0, 0, 0.55);
|
||||
}
|
||||
.vd-side {
|
||||
display: inline-block;
|
||||
padding: 2px 8px;
|
||||
border-radius: 4px;
|
||||
font-size: 11px;
|
||||
font-weight: 600;
|
||||
}
|
||||
.vd-side--dr {
|
||||
background: #fee2e2;
|
||||
color: #b91c1c;
|
||||
}
|
||||
.vd-side--cr {
|
||||
background: #dcfce7;
|
||||
color: #15803d;
|
||||
}
|
||||
.vd-desc-row td {
|
||||
padding-top: 0;
|
||||
border-bottom: 1px solid rgba(0, 0, 0, 0.06);
|
||||
}
|
||||
.vd-desc {
|
||||
font-size: 12px;
|
||||
color: rgba(0, 0, 0, 0.5);
|
||||
font-style: italic;
|
||||
}
|
||||
.vd-empty {
|
||||
text-align: center;
|
||||
color: rgba(0, 0, 0, 0.5);
|
||||
padding: 16px 8px;
|
||||
}
|
||||
.vd-table tfoot td {
|
||||
font-weight: 600;
|
||||
border-bottom: none;
|
||||
border-top: 1px solid rgba(0, 0, 0, 0.1);
|
||||
}
|
||||
.vd-related {
|
||||
border-top: 1px dashed rgba(0, 0, 0, 0.15);
|
||||
padding-top: 12px;
|
||||
}
|
||||
.vd-related__title {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.03em;
|
||||
color: #6d28d9;
|
||||
margin-bottom: 8px;
|
||||
}
|
||||
.vd-table--related td {
|
||||
background: #faf5ff;
|
||||
}
|
||||
.vd-related__hint {
|
||||
margin: 6px 0 0;
|
||||
font-size: 12px;
|
||||
color: rgba(0, 0, 0, 0.5);
|
||||
}
|
||||
.vd-actions {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
}
|
||||
`
|
||||
]
|
||||
})
|
||||
export class VoucherDetailDialogComponent {
|
||||
dialogRef = inject(MatDialogRef<VoucherDetailDialogComponent>);
|
||||
private data = inject<VoucherDetailDialogData>(MAT_DIALOG_DATA);
|
||||
|
||||
detail = this.data.detail;
|
||||
}
|
||||
@@ -18,6 +18,7 @@ import { MatTabsModule } from '@angular/material/tabs';
|
||||
import { forkJoin, of } from 'rxjs';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { CashierService } from '../cashier.service';
|
||||
import { businessToday } from 'app/core/utils/business-today';
|
||||
|
||||
interface DenomRow {
|
||||
denominationId: number;
|
||||
@@ -85,7 +86,7 @@ export class ReconciliationComponent implements OnInit {
|
||||
loadingHistory = false;
|
||||
|
||||
ngOnInit(): void {
|
||||
const d = new Date();
|
||||
const d = businessToday();
|
||||
this.reconDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
this.service
|
||||
.getTellers()
|
||||
|
||||
@@ -1,375 +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/.
|
||||
-->
|
||||
|
||||
<div class="pg">
|
||||
<!-- ── HEADER ── -->
|
||||
<header class="pg-head">
|
||||
<div>
|
||||
<div class="pg-eyebrow">CASHIER · SHARE COLLECTION</div>
|
||||
<h1 class="pg-title">Share Collection</h1>
|
||||
<p class="pg-sub">
|
||||
Collect cash from member for share purchase — amounts are held in Sundry GL until the account is activated.
|
||||
</p>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
<!-- ── SEARCH BAR ── -->
|
||||
@if (pageState !== 'success') {
|
||||
<div class="sc-search-bar">
|
||||
<div class="sc-search-bar__input-wrap">
|
||||
<mat-icon class="sc-search-bar__icon">search</mat-icon>
|
||||
<input
|
||||
class="sc-search-bar__input"
|
||||
type="text"
|
||||
placeholder="Enter Share Account ID or Account No."
|
||||
[(ngModel)]="accountInput"
|
||||
(keyup.enter)="searchAccount()"
|
||||
/>
|
||||
</div>
|
||||
<button
|
||||
type="button"
|
||||
class="pg-btn pg-btn--primary"
|
||||
[disabled]="pageState === 'searching' || !accountInput.trim()"
|
||||
(click)="searchAccount()"
|
||||
>
|
||||
<mat-icon>manage_search</mat-icon>
|
||||
{{ pageState === 'searching' ? 'Searching…' : 'Search' }}
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- ── ERROR ── -->
|
||||
@if (errorMsg) {
|
||||
<div class="sc-alert sc-alert--error">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<span>{{ errorMsg }}</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- ── SEARCHING SPINNER ── -->
|
||||
@if (pageState === 'searching') {
|
||||
<div class="pg-empty">
|
||||
<mat-icon class="sc-spin">hourglass_empty</mat-icon>
|
||||
<p>Looking up account…</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- ── ACCOUNT LOADED ── -->
|
||||
@if (pageState === 'loaded') {
|
||||
<!-- Member Card -->
|
||||
<div class="sc-member-card">
|
||||
<div class="sc-member-card__avatar">
|
||||
<mat-icon>person</mat-icon>
|
||||
</div>
|
||||
<div class="sc-member-card__info">
|
||||
<div class="sc-member-card__name">{{ account.clientName }}</div>
|
||||
<div class="sc-member-card__meta">
|
||||
<span class="sc-badge sc-badge--account">{{ account.accountNo }}</span>
|
||||
<span class="sc-badge sc-badge--product">{{ account.productName }}</span>
|
||||
<span
|
||||
class="sc-badge"
|
||||
[class.sc-badge--pending]="account.status?.code?.includes('pending')"
|
||||
[class.sc-badge--active]="account.status?.code?.includes('active')"
|
||||
>{{ account.status?.value }}</span
|
||||
>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Editable Shares + Price -->
|
||||
<div class="sc-member-card__shares">
|
||||
<div class="sc-shares-inputs">
|
||||
<div class="sc-shares-field">
|
||||
<label class="sc-shares-label">No. of Shares</label>
|
||||
<input
|
||||
class="sc-shares-input"
|
||||
type="number"
|
||||
min="0"
|
||||
[(ngModel)]="requestedSharesInput"
|
||||
(input)="recalc()"
|
||||
placeholder="0"
|
||||
/>
|
||||
</div>
|
||||
<div class="sc-shares-sep">×</div>
|
||||
<div class="sc-shares-field">
|
||||
<label class="sc-shares-label">Price / Share (₹)</label>
|
||||
<input
|
||||
class="sc-shares-input"
|
||||
type="number"
|
||||
min="0"
|
||||
[(ngModel)]="pricePerShare"
|
||||
(input)="recalc()"
|
||||
placeholder="0.00"
|
||||
/>
|
||||
</div>
|
||||
<div class="sc-shares-sep">=</div>
|
||||
<div class="sc-shares-result">
|
||||
<div class="sc-shares-label">Share Amount</div>
|
||||
<div class="sc-shares-total">{{ currencySymbol }}{{ shareAmount | number: '1.2-2' }}</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Amount Breakdown + GL Preview -->
|
||||
<div class="sc-split">
|
||||
<!-- LEFT: Amount Breakdown -->
|
||||
<div class="pg-card sc-breakdown">
|
||||
<div class="sc-breakdown__header">
|
||||
<mat-icon>receipt_long</mat-icon>
|
||||
<span>Amount Breakdown</span>
|
||||
</div>
|
||||
<table class="pg-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Description</th>
|
||||
<th class="num">Amount</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>
|
||||
Share Amount
|
||||
<span class="sc-dim">
|
||||
({{ requestedSharesInput }} shares × {{ currencySymbol }}{{ pricePerShare | number: '1.2-2' }})
|
||||
</span>
|
||||
</td>
|
||||
<td class="num">{{ currencySymbol }}{{ shareAmount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
@for (charge of charges; track charge.id) {
|
||||
<tr>
|
||||
<td>{{ charge.name }}</td>
|
||||
<td class="num sc-charge-amount">
|
||||
<input class="sc-charge-input" type="number" min="0" [(ngModel)]="charge.amount" (input)="recalc()" />
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
@if (charges.length === 0) {
|
||||
<tr>
|
||||
<td colspan="2">
|
||||
<span class="sc-dim">No charges applicable</span>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
<tfoot>
|
||||
<tr class="sc-total-row">
|
||||
<td><strong>Total Payable</strong></td>
|
||||
<td class="num sc-total-amount">
|
||||
<strong>{{ currencySymbol }}{{ totalAmount | number: '1.2-2' }}</strong>
|
||||
</td>
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- RIGHT: GL Preview -->
|
||||
<div class="pg-card sc-gl-preview">
|
||||
<div class="sc-breakdown__header">
|
||||
<mat-icon>account_tree</mat-icon>
|
||||
<span>GL Entries Preview</span>
|
||||
</div>
|
||||
<table class="pg-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Account</th>
|
||||
<th>Dr / Cr</th>
|
||||
<th class="num">Amount</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="gl-row--dr">
|
||||
<td class="gl-acname">Cash Vault GL</td>
|
||||
<td><span class="sc-dr-badge">Dr</span></td>
|
||||
<td class="num gl-amt--dr">{{ currencySymbol }}{{ totalAmount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
<tr class="gl-row--cr">
|
||||
<td class="gl-acname">Share Sundry GL</td>
|
||||
<td><span class="sc-cr-badge">Cr</span></td>
|
||||
<td class="num gl-amt--cr">{{ currencySymbol }}{{ shareAmount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
@if (totalChargeAmount > 0) {
|
||||
<tr class="gl-row--cr">
|
||||
<td class="gl-acname">Charge Receivable GL</td>
|
||||
<td><span class="sc-cr-badge">Cr</span></td>
|
||||
<td class="num gl-amt--cr">{{ currencySymbol }}{{ totalChargeAmount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
<div class="sc-gl-note">
|
||||
<mat-icon>info_outline</mat-icon>
|
||||
Funds move to Share GL & Income GL when account is <strong>activated</strong>.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- ── DENOMINATION (Cash Only) ── -->
|
||||
@if (isCashPayment && allDenominations.length > 0) {
|
||||
<div class="pg-card sc-denom">
|
||||
<div class="sc-breakdown__header">
|
||||
<mat-icon>payments</mat-icon>
|
||||
<span>Denomination Entry</span>
|
||||
@if (denominationTotal > 0) {
|
||||
<span
|
||||
class="sc-denom-badge"
|
||||
[class.sc-denom-badge--match]="denomMatchesTotal"
|
||||
[class.sc-denom-badge--mismatch]="!denomMatchesTotal"
|
||||
>
|
||||
₹{{ denominationTotal | number: '1.2-2' }}
|
||||
{{ denomMatchesTotal ? '✓ Matches' : '≠ Mismatch' }}
|
||||
</span>
|
||||
}
|
||||
@if (denominationTotal === 0) {
|
||||
<span class="sc-denom-required">⚠ Required for Cash</span>
|
||||
}
|
||||
</div>
|
||||
<div class="sc-denom-body">
|
||||
<table class="pg-table sc-denom-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Denomination</th>
|
||||
<th class="num">Count</th>
|
||||
<th class="num">Amount</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (d of allDenominations; track d.id) {
|
||||
<tr>
|
||||
<td>
|
||||
<span class="sc-denom-chip" [class.sc-denom-chip--coin]="d.kind === 'coin'">{{ d.label }}</span>
|
||||
</td>
|
||||
<td class="num">
|
||||
<div class="sc-denom-stepper">
|
||||
<button type="button" (click)="bumpDenom(d, -1)" [disabled]="countFor(d) === 0">−</button>
|
||||
<input
|
||||
type="number"
|
||||
min="0"
|
||||
[value]="countFor(d) || ''"
|
||||
placeholder="0"
|
||||
(input)="onDenomChange(d, $any($event.target).value)"
|
||||
/>
|
||||
<button type="button" (click)="bumpDenom(d, 1)">+</button>
|
||||
</div>
|
||||
</td>
|
||||
<td class="num">{{ subtotalFor(d) > 0 ? (subtotalFor(d) | number: '1.2-2') : '—' }}</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
<tfoot>
|
||||
<tr>
|
||||
<td><strong>Total</strong></td>
|
||||
<td></td>
|
||||
<td class="num">
|
||||
<strong>₹{{ denominationTotal | number: '1.2-2' }}</strong>
|
||||
</td>
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
@if (!denomMatchesTotal && denominationTotal > 0) {
|
||||
<div class="sc-denom-mismatch">
|
||||
<mat-icon>warning</mat-icon>
|
||||
Denomination ₹{{ denominationTotal | number: '1.2-2' }} must equal Total Payable ₹{{
|
||||
totalAmount | number: '1.2-2'
|
||||
}}.
|
||||
</div>
|
||||
}
|
||||
@if (denominationTotal > 0) {
|
||||
<div class="sc-denom-actions">
|
||||
<button type="button" class="pg-btn pg-btn--ghost" (click)="clearDenominations()">
|
||||
<mat-icon>clear</mat-icon> Clear
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Transaction Details -->
|
||||
<div class="pg-toolbar pg-toolbar--mat">
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||
<mat-label>Transaction Date *</mat-label>
|
||||
<input matInput type="date" [(ngModel)]="transactionDate" />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||
<mat-label>Payment Mode</mat-label>
|
||||
<mat-select [(ngModel)]="paymentTypeId">
|
||||
<mat-option [value]="null">— Cash (Default) —</mat-option>
|
||||
@for (pt of paymentTypes; track pt.id) {
|
||||
<mat-option [value]="pt.id">{{ pt.name }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="pg-note-field">
|
||||
<mat-label>Note (Optional)</mat-label>
|
||||
<input matInput type="text" [(ngModel)]="note" placeholder="e.g. Share purchase for 100 shares" />
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<!-- Footer Submit Bar -->
|
||||
<div class="pg-total-bar sc-footer">
|
||||
<div class="sc-footer__summary">
|
||||
<span class="sc-footer__label">Total to Collect</span>
|
||||
<span class="sc-footer__amount">{{ currencySymbol }}{{ totalAmount | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
<div class="sc-footer__actions">
|
||||
<button type="button" class="pg-btn pg-btn--ghost" (click)="reset()"><mat-icon>close</mat-icon> Cancel</button>
|
||||
<button type="button" class="pg-btn pg-btn--primary" [disabled]="!isValid || saving" (click)="submit()">
|
||||
<mat-icon>payments</mat-icon>
|
||||
{{ saving ? 'Posting…' : 'Collect & Post' }}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- ── SUCCESS ── -->
|
||||
@if (pageState === 'success' && collectionResult) {
|
||||
<div class="sc-success">
|
||||
<div class="sc-success__icon-wrap">
|
||||
<mat-icon>check_circle</mat-icon>
|
||||
</div>
|
||||
<h2 class="sc-success__title">Collection Posted Successfully</h2>
|
||||
<p class="sc-success__sub">
|
||||
Cash of
|
||||
<strong>{{ collectionResult.currencyCode }} {{ collectionResult.totalAmount | number: '1.2-2' }}</strong>
|
||||
collected from <strong>{{ collectionResult.clientName }}</strong> on
|
||||
<strong>{{ collectionResult.collectionDate }}</strong> by <strong>{{ collectionResult.collectedBy }}</strong
|
||||
>.
|
||||
</p>
|
||||
|
||||
<!-- Transaction reference -->
|
||||
<div class="sc-success__ref">
|
||||
<span class="sc-success__ref-label">Transaction ID</span>
|
||||
<span class="sc-success__ref-val">{{ collectionResult.transactionId }}</span>
|
||||
</div>
|
||||
|
||||
<!-- GL entries from backend -->
|
||||
<div class="sc-success__gl">
|
||||
@for (entry of collectionResult.glEntries; track entry.account) {
|
||||
<div
|
||||
class="sc-success__gl-row"
|
||||
[class.sc-success__gl-row--dr]="entry.type === 'Dr'"
|
||||
[class.sc-success__gl-row--cr]="entry.type === 'Cr'"
|
||||
>
|
||||
<span>{{ entry.type }}. {{ entry.account }}</span>
|
||||
<span>{{ entry.currency }} {{ entry.amount | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<p class="sc-success__note">
|
||||
Funds are held in Sundry GL. They will move to Share Equity GL when the account is activated.
|
||||
</p>
|
||||
|
||||
<button type="button" class="pg-btn pg-btn--primary" (click)="reset()">
|
||||
<mat-icon>add</mat-icon> New Collection
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@@ -1,701 +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/.
|
||||
*/
|
||||
|
||||
// ── Search Bar ───────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-search-bar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 12px;
|
||||
padding: 10px 14px;
|
||||
|
||||
&__input-wrap {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
flex: 1 1 auto;
|
||||
}
|
||||
|
||||
&__icon {
|
||||
color: #94a3b8;
|
||||
font-size: 20px;
|
||||
width: 20px;
|
||||
height: 20px;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
|
||||
&__input {
|
||||
flex: 1 1 auto;
|
||||
border: none;
|
||||
outline: none;
|
||||
font-size: 14px;
|
||||
font-family: inherit;
|
||||
color: #0d1b2a;
|
||||
background: transparent;
|
||||
|
||||
&::placeholder {
|
||||
color: #94a3b8;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// ── Alert ────────────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-alert {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
padding: 12px 16px;
|
||||
border-radius: 10px;
|
||||
font-size: 13px;
|
||||
font-weight: 500;
|
||||
|
||||
mat-icon {
|
||||
font-size: 20px;
|
||||
width: 20px;
|
||||
height: 20px;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
|
||||
&--error {
|
||||
background: #fef2f2;
|
||||
border: 1px solid #fecaca;
|
||||
color: #dc2626;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Spinner ──────────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-spin {
|
||||
animation: sc-spin 1.2s linear infinite;
|
||||
display: block;
|
||||
margin: 0 auto 8px;
|
||||
font-size: 32px !important;
|
||||
width: 32px !important;
|
||||
height: 32px !important;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
@keyframes sc-spin {
|
||||
from {
|
||||
transform: rotate(0deg);
|
||||
}
|
||||
|
||||
to {
|
||||
transform: rotate(360deg);
|
||||
}
|
||||
}
|
||||
|
||||
// ── Member Card ──────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-member-card {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 16px;
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 12px;
|
||||
padding: 16px 20px;
|
||||
|
||||
&__avatar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
width: 48px;
|
||||
height: 48px;
|
||||
border-radius: 50%;
|
||||
background: #eff6ff;
|
||||
flex-shrink: 0;
|
||||
|
||||
mat-icon {
|
||||
color: #2563eb;
|
||||
font-size: 24px;
|
||||
width: 24px;
|
||||
height: 24px;
|
||||
}
|
||||
}
|
||||
|
||||
&__info {
|
||||
flex: 1 1 auto;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
&__name {
|
||||
font-size: 16px;
|
||||
font-weight: 700;
|
||||
color: #1e293b;
|
||||
margin-bottom: 6px;
|
||||
}
|
||||
|
||||
&__meta {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 6px;
|
||||
}
|
||||
|
||||
&__shares {
|
||||
flex-shrink: 0;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Badges ───────────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-badge {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
height: 22px;
|
||||
padding: 0 8px;
|
||||
border-radius: 5px;
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
background: #f1f5f9;
|
||||
color: #475569;
|
||||
border: 1px solid #e2e8f0;
|
||||
|
||||
&--account {
|
||||
background: #eff6ff;
|
||||
color: #1d4ed8;
|
||||
border-color: #bfdbfe;
|
||||
font-family: 'Roboto Mono', monospace;
|
||||
}
|
||||
|
||||
&--product {
|
||||
background: #f0fdf4;
|
||||
color: #15803d;
|
||||
border-color: #bbf7d0;
|
||||
}
|
||||
|
||||
&--pending {
|
||||
background: #fffbeb;
|
||||
color: #d97706;
|
||||
border-color: #fde68a;
|
||||
}
|
||||
|
||||
&--active {
|
||||
background: #f0fdf4;
|
||||
color: #15803d;
|
||||
border-color: #bbf7d0;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Editable Share Inputs ────────────────────────────────────────────────────
|
||||
|
||||
.sc-shares-inputs {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
flex-wrap: wrap;
|
||||
justify-content: flex-end;
|
||||
}
|
||||
|
||||
.sc-shares-field {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 3px;
|
||||
}
|
||||
|
||||
.sc-shares-label {
|
||||
font-size: 10px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.07em;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
.sc-shares-input {
|
||||
width: 110px;
|
||||
height: 38px;
|
||||
border: 1.5px solid #e2e8f0;
|
||||
border-radius: 8px;
|
||||
padding: 0 10px;
|
||||
font-size: 14px;
|
||||
font-weight: 700;
|
||||
font-family: inherit;
|
||||
color: #1353a0;
|
||||
text-align: right;
|
||||
outline: none;
|
||||
background: #f8fafc;
|
||||
transition: border-color 0.15s;
|
||||
|
||||
&:focus {
|
||||
border-color: #1353a0;
|
||||
background: #fff;
|
||||
}
|
||||
|
||||
&::-webkit-outer-spin-button,
|
||||
&::-webkit-inner-spin-button {
|
||||
appearance: none;
|
||||
}
|
||||
}
|
||||
|
||||
.sc-shares-sep {
|
||||
font-size: 20px;
|
||||
font-weight: 300;
|
||||
color: #94a3b8;
|
||||
padding-top: 16px;
|
||||
}
|
||||
|
||||
.sc-shares-result {
|
||||
text-align: right;
|
||||
}
|
||||
|
||||
.sc-shares-total {
|
||||
font-size: 20px;
|
||||
font-weight: 800;
|
||||
color: #0f4f3c;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
// ── Editable Charge Amount ───────────────────────────────────────────────────
|
||||
|
||||
.sc-charge-amount {
|
||||
padding: 4px 14px !important;
|
||||
}
|
||||
|
||||
.sc-charge-input {
|
||||
width: 100px;
|
||||
height: 32px;
|
||||
border: 1.5px solid #e2e8f0;
|
||||
border-radius: 6px;
|
||||
padding: 0 8px;
|
||||
font-size: 13px;
|
||||
font-weight: 700;
|
||||
font-family: inherit;
|
||||
color: #1353a0;
|
||||
text-align: right;
|
||||
outline: none;
|
||||
background: #f8fafc;
|
||||
transition: border-color 0.15s;
|
||||
|
||||
&:focus {
|
||||
border-color: #1353a0;
|
||||
background: #fff;
|
||||
}
|
||||
|
||||
&::-webkit-outer-spin-button,
|
||||
&::-webkit-inner-spin-button {
|
||||
appearance: none;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Split Layout ─────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-split {
|
||||
display: grid;
|
||||
grid-template-columns: 1fr 1fr;
|
||||
gap: 16px;
|
||||
|
||||
@media (width <= 900px) {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Breakdown Card ───────────────────────────────────────────────────────────
|
||||
|
||||
.sc-breakdown {
|
||||
&__header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
padding: 12px 16px;
|
||||
background: #f8fafc;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
font-size: 13px;
|
||||
font-weight: 700;
|
||||
color: #334155;
|
||||
|
||||
mat-icon {
|
||||
font-size: 18px;
|
||||
width: 18px;
|
||||
height: 18px;
|
||||
color: #0f4f3c;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.sc-gl-preview {
|
||||
.sc-breakdown__header {
|
||||
mat-icon {
|
||||
color: #1d4ed8;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.sc-gl-note {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 6px;
|
||||
padding: 10px 14px;
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
background: #f8fafc;
|
||||
border-top: 1px solid #e2e8f0;
|
||||
|
||||
mat-icon {
|
||||
font-size: 16px;
|
||||
width: 16px;
|
||||
height: 16px;
|
||||
flex-shrink: 0;
|
||||
margin-top: 1px;
|
||||
color: #94a3b8;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Table helpers ────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-dim {
|
||||
color: #94a3b8;
|
||||
font-size: 12px;
|
||||
}
|
||||
|
||||
.sc-total-row td {
|
||||
background: #f8fafc;
|
||||
border-top: 2px solid #e2e8f0;
|
||||
font-size: 14px;
|
||||
}
|
||||
|
||||
.sc-total-amount {
|
||||
color: #0f4f3c;
|
||||
}
|
||||
|
||||
// ── Dr / Cr badges ───────────────────────────────────────────────────────────
|
||||
|
||||
.sc-dr-badge,
|
||||
.sc-cr-badge {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
width: 32px;
|
||||
height: 20px;
|
||||
border-radius: 4px;
|
||||
font-size: 11px;
|
||||
font-weight: 800;
|
||||
letter-spacing: 0.04em;
|
||||
}
|
||||
|
||||
.sc-dr-badge {
|
||||
background: #fef2f2;
|
||||
color: #dc2626;
|
||||
border: 1px solid #fecaca;
|
||||
}
|
||||
|
||||
.sc-cr-badge {
|
||||
background: #f0fdf4;
|
||||
color: #15803d;
|
||||
border: 1px solid #bbf7d0;
|
||||
}
|
||||
|
||||
// ── Footer ───────────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-footer {
|
||||
justify-content: space-between !important;
|
||||
|
||||
&__summary {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 2px;
|
||||
}
|
||||
|
||||
&__label {
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.07em;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
&__amount {
|
||||
font-size: 22px;
|
||||
font-weight: 800;
|
||||
color: #0f4f3c;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
&__actions {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Denomination Panel ────────────────────────────────────────────────────────
|
||||
|
||||
.sc-denom {
|
||||
padding: 0;
|
||||
overflow: hidden;
|
||||
}
|
||||
|
||||
.sc-denom-body {
|
||||
padding: 14px 16px;
|
||||
}
|
||||
|
||||
.sc-denom-table {
|
||||
width: 100%;
|
||||
|
||||
th,
|
||||
td {
|
||||
padding: 7px 10px;
|
||||
font-size: 13px;
|
||||
}
|
||||
|
||||
tfoot td {
|
||||
border-top: 2px solid #e2e8f0;
|
||||
background: #f8fafc;
|
||||
font-size: 14px;
|
||||
}
|
||||
}
|
||||
|
||||
.sc-denom-chip {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
height: 24px;
|
||||
padding: 0 10px;
|
||||
border-radius: 5px;
|
||||
font-size: 12px;
|
||||
font-weight: 700;
|
||||
background: #eff6ff;
|
||||
color: #1d4ed8;
|
||||
border: 1px solid #bfdbfe;
|
||||
|
||||
&--coin {
|
||||
background: #fffbeb;
|
||||
color: #d97706;
|
||||
border-color: #fde68a;
|
||||
}
|
||||
}
|
||||
|
||||
.sc-denom-stepper {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 4px;
|
||||
justify-content: flex-end;
|
||||
|
||||
button {
|
||||
width: 26px;
|
||||
height: 26px;
|
||||
border: 1.5px solid #e2e8f0;
|
||||
border-radius: 5px;
|
||||
background: #f8fafc;
|
||||
color: #475569;
|
||||
font-size: 16px;
|
||||
line-height: 1;
|
||||
cursor: pointer;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
padding: 0;
|
||||
|
||||
&:hover:not(:disabled) {
|
||||
background: #e0f2fe;
|
||||
border-color: #7dd3fc;
|
||||
color: #0369a1;
|
||||
}
|
||||
|
||||
&:disabled {
|
||||
opacity: 0.35;
|
||||
cursor: not-allowed;
|
||||
}
|
||||
}
|
||||
|
||||
input {
|
||||
width: 62px;
|
||||
height: 28px;
|
||||
border: 1.5px solid #e2e8f0;
|
||||
border-radius: 6px;
|
||||
padding: 0 6px;
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
font-family: inherit;
|
||||
text-align: right;
|
||||
outline: none;
|
||||
background: #fff;
|
||||
|
||||
&:focus {
|
||||
border-color: #1353a0;
|
||||
}
|
||||
|
||||
&::-webkit-outer-spin-button,
|
||||
&::-webkit-inner-spin-button {
|
||||
appearance: none;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.sc-denom-badge {
|
||||
margin-left: auto;
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
height: 22px;
|
||||
padding: 0 10px;
|
||||
border-radius: 5px;
|
||||
font-size: 12px;
|
||||
font-weight: 700;
|
||||
|
||||
&--match {
|
||||
background: #f0fdf4;
|
||||
color: #15803d;
|
||||
border: 1px solid #bbf7d0;
|
||||
}
|
||||
|
||||
&--mismatch {
|
||||
background: #fef2f2;
|
||||
color: #dc2626;
|
||||
border: 1px solid #fecaca;
|
||||
}
|
||||
}
|
||||
|
||||
.sc-denom-required {
|
||||
margin-left: auto;
|
||||
font-size: 12px;
|
||||
font-weight: 700;
|
||||
color: #d97706;
|
||||
}
|
||||
|
||||
.sc-denom-mismatch {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
margin-top: 10px;
|
||||
padding: 9px 12px;
|
||||
background: #fef2f2;
|
||||
border: 1px solid #fecaca;
|
||||
border-radius: 8px;
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
color: #dc2626;
|
||||
|
||||
mat-icon {
|
||||
font-size: 16px;
|
||||
width: 16px;
|
||||
height: 16px;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
}
|
||||
|
||||
.sc-denom-actions {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
margin-top: 10px;
|
||||
}
|
||||
|
||||
// ── Success ──────────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-success {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
align-items: center;
|
||||
text-align: center;
|
||||
padding: 40px 24px;
|
||||
gap: 16px;
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 16px;
|
||||
|
||||
&__icon-wrap {
|
||||
width: 72px;
|
||||
height: 72px;
|
||||
border-radius: 50%;
|
||||
background: #f0fdf4;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
|
||||
mat-icon {
|
||||
font-size: 40px;
|
||||
width: 40px;
|
||||
height: 40px;
|
||||
color: #16a34a;
|
||||
}
|
||||
}
|
||||
|
||||
&__title {
|
||||
font-size: 22px;
|
||||
font-weight: 700;
|
||||
color: #1e293b;
|
||||
margin: 0;
|
||||
}
|
||||
|
||||
&__sub {
|
||||
font-size: 14px;
|
||||
color: #64748b;
|
||||
max-width: 480px;
|
||||
margin: 0;
|
||||
}
|
||||
|
||||
&__ref {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
background: #f1f5f9;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 8px;
|
||||
padding: 8px 16px;
|
||||
}
|
||||
|
||||
&__ref-label {
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.07em;
|
||||
color: #94a3b8;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
&__ref-val {
|
||||
font-family: 'Roboto Mono', 'Courier New', monospace;
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
color: #1353a0;
|
||||
}
|
||||
|
||||
&__note {
|
||||
font-size: 12px;
|
||||
color: #94a3b8;
|
||||
max-width: 420px;
|
||||
margin: 0;
|
||||
text-align: center;
|
||||
}
|
||||
|
||||
&__gl {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 6px;
|
||||
width: 100%;
|
||||
max-width: 400px;
|
||||
background: #f8fafc;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 10px;
|
||||
padding: 14px 16px;
|
||||
}
|
||||
|
||||
&__gl-row {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
padding: 4px 0;
|
||||
border-bottom: 1px dotted #e2e8f0;
|
||||
|
||||
&:last-child {
|
||||
border-bottom: none;
|
||||
}
|
||||
|
||||
&--dr {
|
||||
color: #dc2626;
|
||||
}
|
||||
|
||||
&--cr {
|
||||
color: #15803d;
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -1,282 +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/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { RouterModule } from '@angular/router';
|
||||
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 { catchError } from 'rxjs/operators';
|
||||
import { of } from 'rxjs';
|
||||
import { CashierService } from '../cashier.service';
|
||||
|
||||
type PageState = 'idle' | 'searching' | 'loaded' | 'submitting' | 'success';
|
||||
|
||||
interface Denomination {
|
||||
id: number;
|
||||
value: number;
|
||||
kind: 'note' | 'coin';
|
||||
label: string;
|
||||
}
|
||||
|
||||
interface ShareCharge {
|
||||
id: number;
|
||||
name: string;
|
||||
amount: number;
|
||||
currencySymbol: string;
|
||||
}
|
||||
|
||||
@Component({
|
||||
selector: 'mifosx-share-collection',
|
||||
templateUrl: './share-collection.component.html',
|
||||
styleUrls: [
|
||||
'../cashier-shared.scss',
|
||||
'./share-collection.component.scss'
|
||||
],
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
RouterModule,
|
||||
MatIconModule,
|
||||
MatSnackBarModule,
|
||||
MatFormFieldModule,
|
||||
MatSelectModule,
|
||||
MatInputModule
|
||||
]
|
||||
})
|
||||
export class ShareCollectionComponent implements OnInit {
|
||||
private service = inject(CashierService);
|
||||
private snackBar = inject(MatSnackBar);
|
||||
|
||||
pageState: PageState = 'idle';
|
||||
accountInput = '';
|
||||
transactionDate = '';
|
||||
paymentTypeId: number | null = null;
|
||||
paymentTypes: any[] = [];
|
||||
note = '';
|
||||
errorMsg = '';
|
||||
saving = false;
|
||||
|
||||
account: any = null;
|
||||
charges: ShareCharge[] = [];
|
||||
collectionResult: any = null; // filled after successful POST
|
||||
|
||||
// Editable fields — cashier can override if API returns 0
|
||||
requestedSharesInput = 0;
|
||||
pricePerShare = 0;
|
||||
|
||||
// ── Denomination ────────────────────────────────────────────────────────────
|
||||
notes: Denomination[] = [];
|
||||
coins: Denomination[] = [];
|
||||
denominationCounts: Record<string, number> = {};
|
||||
|
||||
get shareAmount(): number {
|
||||
return this.requestedSharesInput * this.pricePerShare;
|
||||
}
|
||||
|
||||
get totalChargeAmount(): number {
|
||||
return this.charges.reduce((s, c) => s + c.amount, 0);
|
||||
}
|
||||
|
||||
get totalAmount(): number {
|
||||
return this.shareAmount + this.totalChargeAmount;
|
||||
}
|
||||
|
||||
get currencySymbol(): string {
|
||||
return this.account?.currency?.displaySymbol ?? '₹';
|
||||
}
|
||||
|
||||
get isCashPayment(): boolean {
|
||||
if (this.paymentTypeId === null) return true;
|
||||
const pt = this.paymentTypes.find((p: any) => p.id === this.paymentTypeId);
|
||||
return !!pt?.isCashPayment;
|
||||
}
|
||||
|
||||
get allDenominations(): Denomination[] {
|
||||
const desc = (a: Denomination, b: Denomination) => b.value - a.value;
|
||||
return [
|
||||
...[...this.notes].sort(desc),
|
||||
...[...this.coins].sort(desc)
|
||||
];
|
||||
}
|
||||
|
||||
get denominationTotal(): number {
|
||||
return this.allDenominations.reduce((s, d) => s + this.subtotalFor(d), 0);
|
||||
}
|
||||
|
||||
get denomMatchesTotal(): boolean {
|
||||
return this.denominationTotal === this.totalAmount;
|
||||
}
|
||||
|
||||
get isValid(): boolean {
|
||||
if (!this.account || this.totalAmount <= 0 || !this.transactionDate) return false;
|
||||
if (this.isCashPayment && this.allDenominations.length > 0) {
|
||||
return this.denomMatchesTotal;
|
||||
}
|
||||
return true;
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
const d = new Date();
|
||||
this.transactionDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
this.service
|
||||
.getPaymentTypes()
|
||||
.pipe(catchError(() => of([])))
|
||||
.subscribe((types: any[]) => (this.paymentTypes = types || []));
|
||||
this.loadDenominations();
|
||||
}
|
||||
|
||||
private loadDenominations(): void {
|
||||
this.service
|
||||
.getActiveDenominations()
|
||||
.pipe(catchError(() => of([])))
|
||||
.subscribe((list: any[]) => {
|
||||
const rows: Denomination[] = (list || []).map((d: any) => ({
|
||||
id: d.id,
|
||||
value: d.denomination ?? d.value,
|
||||
kind: d.type === 'coin' ? 'coin' : 'note',
|
||||
label: '₹' + (d.denomination ?? d.value)
|
||||
}));
|
||||
const order = (a: Denomination, b: Denomination) => b.value - a.value;
|
||||
this.notes = rows.filter((r) => r.kind === 'note').sort(order);
|
||||
this.coins = rows.filter((r) => r.kind === 'coin').sort(order);
|
||||
});
|
||||
}
|
||||
|
||||
// ── Denomination helpers ──────────────────────────────────────────────────
|
||||
|
||||
denomKey(d: Denomination): string {
|
||||
return `${d.kind}:${d.value}`;
|
||||
}
|
||||
|
||||
countFor(d: Denomination): number {
|
||||
return this.denominationCounts[this.denomKey(d)] || 0;
|
||||
}
|
||||
|
||||
subtotalFor(d: Denomination): number {
|
||||
return this.countFor(d) * d.value;
|
||||
}
|
||||
|
||||
onDenomChange(d: Denomination, raw: any): void {
|
||||
this.denominationCounts[this.denomKey(d)] = Math.max(0, Math.floor(Number(raw) || 0));
|
||||
}
|
||||
|
||||
bumpDenom(d: Denomination, delta: number): void {
|
||||
this.denominationCounts[this.denomKey(d)] = Math.max(0, this.countFor(d) + delta);
|
||||
}
|
||||
|
||||
clearDenominations(): void {
|
||||
this.denominationCounts = {};
|
||||
}
|
||||
|
||||
searchAccount(): void {
|
||||
const query = this.accountInput.trim();
|
||||
if (!query) return;
|
||||
this.pageState = 'searching';
|
||||
this.account = null;
|
||||
this.charges = [];
|
||||
this.errorMsg = '';
|
||||
|
||||
this.service
|
||||
.getShareAccountForCollection(query)
|
||||
.pipe(
|
||||
catchError((err) => {
|
||||
this.errorMsg =
|
||||
err?.error?.errors?.[0]?.defaultUserMessage ||
|
||||
err?.error?.developerMessage ||
|
||||
'Account not found. Please check the account ID and try again.';
|
||||
this.pageState = 'idle';
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((acc: any) => {
|
||||
if (!acc) return;
|
||||
this.account = acc;
|
||||
|
||||
// Auto-detect shares from summary or first pending purchasedShares entry
|
||||
const pendingTx = (acc.purchasedShares || []).find(
|
||||
(t: any) =>
|
||||
t.status?.code === 'purchasedSharesStatusType.applied' && t.type?.code === 'purchasedSharesType.purchased'
|
||||
);
|
||||
this.requestedSharesInput = Number(
|
||||
acc.summary?.totalPendingForApprovalShares || pendingTx?.numberOfShares || acc.requestedShares || 0
|
||||
);
|
||||
this.pricePerShare = Number(pendingTx?.purchasedPrice || acc.currentMarketPrice || acc.unitPrice || 0);
|
||||
|
||||
// Show ALL charges on the account — no type filtering
|
||||
this.charges = (acc.charges || []).map((c: any) => ({
|
||||
id: c.chargeId ?? c.id,
|
||||
name: c.name,
|
||||
amount: Number(c.amount ?? c.amountOutstanding ?? 0),
|
||||
currencySymbol: c.currency?.displaySymbol ?? '₹'
|
||||
}));
|
||||
|
||||
this.pageState = 'loaded';
|
||||
});
|
||||
}
|
||||
|
||||
recalc(): void {
|
||||
// triggered by input changes — nothing extra needed, getters auto-recalculate
|
||||
}
|
||||
|
||||
submit(): void {
|
||||
if (!this.isValid || this.saving) return;
|
||||
this.saving = true;
|
||||
const payload = {
|
||||
shareAccountId: this.account.id,
|
||||
accountNo: this.account.accountNo,
|
||||
clientName: this.account.clientName,
|
||||
transactionDate: this.transactionDate,
|
||||
requestedShares: this.requestedSharesInput,
|
||||
pricePerShare: this.pricePerShare,
|
||||
shareAmount: this.shareAmount,
|
||||
chargeAmount: this.totalChargeAmount,
|
||||
totalAmount: this.totalAmount,
|
||||
paymentTypeId: this.paymentTypeId || null,
|
||||
note: this.note || null
|
||||
};
|
||||
|
||||
this.service.collectSharePayment(payload).subscribe({
|
||||
next: (result: any) => {
|
||||
this.collectionResult = result;
|
||||
this.snackBar.open('Share collection posted successfully.', 'Close', { duration: 3000 });
|
||||
this.pageState = 'success';
|
||||
this.saving = false;
|
||||
},
|
||||
error: (err: any) => {
|
||||
const msg =
|
||||
err?.error?.errors?.[0]?.defaultUserMessage ||
|
||||
err?.error?.developerMessage ||
|
||||
err?.error?.defaultUserMessage ||
|
||||
'Collection failed. Please try again.';
|
||||
this.snackBar.open(msg, 'Close', { duration: 8000 });
|
||||
this.saving = false;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
reset(): void {
|
||||
this.pageState = 'idle';
|
||||
this.accountInput = '';
|
||||
this.account = null;
|
||||
this.charges = [];
|
||||
this.errorMsg = '';
|
||||
this.note = '';
|
||||
this.paymentTypeId = null;
|
||||
this.requestedSharesInput = 0;
|
||||
this.pricePerShare = 0;
|
||||
this.collectionResult = null;
|
||||
this.saving = false;
|
||||
this.clearDenominations();
|
||||
}
|
||||
}
|
||||
@@ -8,7 +8,7 @@
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule, ReactiveFormsModule, FormBuilder, FormGroup, Validators } from '@angular/forms';
|
||||
import { FormsModule, ReactiveFormsModule, FormBuilder, FormGroup, FormArray, Validators } from '@angular/forms';
|
||||
import { MatDialogModule, MatDialogRef, MAT_DIALOG_DATA } from '@angular/material/dialog';
|
||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||
import { MatInputModule } from '@angular/material/input';
|
||||
@@ -35,6 +35,35 @@ export interface CashierIssueDdDialogData {
|
||||
accountNo?: string;
|
||||
/** The account holder, for the same reason. */
|
||||
accountHolderName?: string;
|
||||
/**
|
||||
* How many drafts this slip raises. Absent or 1 is the ordinary single draft and the dialog is
|
||||
* unchanged; 2 or more turns it into a slip, asking for a face value, charge and beneficiary per
|
||||
* draft and reporting the combined total the account will be debited for.
|
||||
*/
|
||||
ddCount?: number;
|
||||
/**
|
||||
* Whether the funding account is a GL account rather than a member's. Only affects wording: a GL
|
||||
* account has no passbook, so it is not promised one.
|
||||
*/
|
||||
glFunded?: boolean;
|
||||
/**
|
||||
* The leaflets provisionally shown against each line of a slip.
|
||||
*
|
||||
* Only ever indicative. The server allocates the real numbers inside the locked transaction that
|
||||
* submits the slip, so what is shown here is the next-available run at the moment the dialog was
|
||||
* opened — accurate unless another clerk submits first, which is precisely why the numbers cannot
|
||||
* be promised until submit returns them.
|
||||
*/
|
||||
previewDdNumbers?: string[];
|
||||
}
|
||||
|
||||
/** One captured draft on a multi-DD slip. */
|
||||
export interface DdSlipLineResult {
|
||||
beneficiaryName: string;
|
||||
payableAtBranch: string;
|
||||
payableAtCity: string;
|
||||
faceValue: number;
|
||||
chargesAmount: number;
|
||||
}
|
||||
|
||||
@Component({
|
||||
@@ -56,10 +85,20 @@ export interface CashierIssueDdDialogData {
|
||||
<div class="dd-dialog-header__title">
|
||||
<mat-icon class="dd-icon">receipt_long</mat-icon>
|
||||
<div>
|
||||
<h2>{{ isAccountDebit ? 'Account-Debit Demand Draft (DD)' : 'Walk-in Cash Demand Draft (DD)' }}</h2>
|
||||
<h2>
|
||||
@if (isSlip) {
|
||||
Multi-DD Slip · {{ lineCount }} Demand Drafts
|
||||
} @else {
|
||||
{{ isAccountDebit ? 'Account-Debit Demand Draft (DD)' : 'Walk-in Cash Demand Draft (DD)' }}
|
||||
}
|
||||
</h2>
|
||||
<p>
|
||||
Next available DD leaflet auto-selected ·
|
||||
{{ isAccountDebit ? 'Enter beneficiary details' : 'Enter purchaser & beneficiary details' }}
|
||||
@if (isSlip) {
|
||||
One debit funds all {{ lineCount }} drafts · Enter each draft's beneficiary and amount
|
||||
} @else {
|
||||
Next available DD leaflet auto-selected ·
|
||||
{{ isAccountDebit ? 'Enter beneficiary details' : 'Enter purchaser & beneficiary details' }}
|
||||
}
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
@@ -69,38 +108,91 @@ export interface CashierIssueDdDialogData {
|
||||
</div>
|
||||
|
||||
<mat-dialog-content class="dd-dialog-body">
|
||||
<!-- Draft & Financials Summary Card -->
|
||||
<div class="dd-summary-card">
|
||||
<div class="summary-col">
|
||||
<span class="label">Auto-Selected Leaflet</span>
|
||||
<strong class="dd-number-highlight">{{ data.leaflet.ddNumber }}</strong>
|
||||
<span class="sublabel">{{ data.sponsorBankName || 'Sponsor Bank' }} · {{ data.branchName }}</span>
|
||||
<!--
|
||||
Slip running total.
|
||||
|
||||
A slip's figures are not known until every line is typed — different drafts carry different
|
||||
face values and different charges — so the total the account will be debited for is built
|
||||
up here as the clerk works, rather than shown as a fixed figure up front. Answering "what
|
||||
is this going to cost my member" without it would mean adding the lines by hand.
|
||||
-->
|
||||
@if (isSlip) {
|
||||
<div class="dd-summary-card">
|
||||
<div class="summary-col">
|
||||
<span class="label">Drafts On This Slip</span>
|
||||
<strong class="dd-number-highlight">{{ lineCount }}</strong>
|
||||
<span class="sublabel">{{ data.sponsorBankName || 'Sponsor Bank' }} · {{ data.branchName }}</span>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col">
|
||||
<span class="label">Total Face Value</span>
|
||||
<strong class="amount">₹{{ slipFaceValue | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">+ Charges ₹{{ slipCharges | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col">
|
||||
<span class="label">GST ({{ data.gstPercentage }}%)</span>
|
||||
<strong class="amount">₹{{ slipGst | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">on charges only</span>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col highlight-col">
|
||||
<span class="label">Total To Debit</span>
|
||||
<strong class="total-amount">₹{{ slipTotal | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">{{ data.accountNo || 'Account' }} · one debit</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col">
|
||||
<span class="label">Face Value</span>
|
||||
<strong class="amount">₹{{ data.faceValue | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">+ Charges ₹{{ data.chargesAmount | number: '1.2-2' }}</span>
|
||||
|
||||
<!--
|
||||
Said plainly because the numbers on screen are the one thing in this dialog the clerk
|
||||
cannot rely on. They are the next-available run as it stood when the dialog opened; the
|
||||
binding allocation happens inside the submit transaction, so a slip filed after another
|
||||
clerk's gets the following numbers instead.
|
||||
-->
|
||||
<div class="dd-preview-note">
|
||||
<mat-icon>info</mat-icon>
|
||||
<div>
|
||||
DD numbers below are <strong>provisional</strong>. The final numbers are allocated when the slip is
|
||||
submitted and will be confirmed on the receipt.
|
||||
</div>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col">
|
||||
<span class="label">GST ({{ data.gstPercentage }}%)</span>
|
||||
<strong class="amount">₹{{ data.gstAmount | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">on charges only</span>
|
||||
} @else {
|
||||
<!-- Draft & Financials Summary Card -->
|
||||
<div class="dd-summary-card">
|
||||
<!-- The number the customer will actually see printed on the instrument. "Auto-Selected
|
||||
Leaflet" named the stock item rather than the draft, so it was not obvious that this
|
||||
is the DD number being issued. -->
|
||||
<div class="summary-col">
|
||||
<span class="label">DD Number Being Issued</span>
|
||||
<strong class="dd-number-highlight">{{ data.leaflet.ddNumber }}</strong>
|
||||
<span class="sublabel">{{ data.sponsorBankName || 'Sponsor Bank' }} · {{ data.branchName }}</span>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col">
|
||||
<span class="label">Face Value</span>
|
||||
<strong class="amount">₹{{ data.faceValue | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">+ Charges ₹{{ data.chargesAmount | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col">
|
||||
<span class="label">GST ({{ data.gstPercentage }}%)</span>
|
||||
<strong class="amount">₹{{ data.gstAmount | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">on charges only</span>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col highlight-col">
|
||||
<span class="label">{{ isAccountDebit ? 'Total Debited' : 'Total Cash Collected' }}</span>
|
||||
<strong class="total-amount">₹{{ data.totalCashPayable | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">
|
||||
@if (isAccountDebit) {
|
||||
{{ data.accountNo || 'Account' }}
|
||||
} @else {
|
||||
Denominations verified
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col highlight-col">
|
||||
<span class="label">{{ isAccountDebit ? 'Total Debited' : 'Total Cash Collected' }}</span>
|
||||
<strong class="total-amount">₹{{ data.totalCashPayable | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">
|
||||
@if (isAccountDebit) {
|
||||
{{ data.accountNo || 'Account' }}
|
||||
} @else {
|
||||
Denominations verified
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!--
|
||||
The account funding the draft, stated before the form.
|
||||
@@ -118,123 +210,237 @@ export interface CashierIssueDdDialogData {
|
||||
· {{ data.accountHolderName }}
|
||||
}
|
||||
<div class="dd-funding-sub">
|
||||
₹{{ data.totalCashPayable | number: '1.2-2' }} will be debited from this account when a checker
|
||||
approves. No cash is taken at the counter.
|
||||
@if (isSlip) {
|
||||
₹{{ slipTotal | number: '1.2-2' }} will be debited from this account as a
|
||||
<strong>single transaction</strong> covering all {{ lineCount }} drafts, when a checker approves the
|
||||
slip —
|
||||
<!-- A GL account has no passbook, so the reassurance a member gets is phrased for
|
||||
the ledger instead of promising a statement line that does not exist. -->
|
||||
@if (isGlFunded) {
|
||||
one journal entry against this GL account, not {{ lineCount }}.
|
||||
} @else {
|
||||
the member's passbook shows one entry, not {{ lineCount }}.
|
||||
}
|
||||
} @else {
|
||||
₹{{ data.totalCashPayable | number: '1.2-2' }} will be debited from this account when a checker
|
||||
approves. No cash is taken at the counter.
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<form [formGroup]="form" class="dd-form">
|
||||
<!--
|
||||
<!--
|
||||
A slip's drafts, one card each.
|
||||
|
||||
Face value and charge sit on the line rather than on the slip because that is how the bank
|
||||
actually uses this: three drafts to three institutions are three different amounts, and the
|
||||
charge is levied per draft. The server stores and posts them per line for the same reason.
|
||||
-->
|
||||
@if (isSlip) {
|
||||
<form [formGroup]="slipForm" class="dd-form">
|
||||
<div formArrayName="lines">
|
||||
@for (lineCtrl of slipLines.controls; track $index) {
|
||||
<div class="dd-line-card" [formGroupName]="$index">
|
||||
<div class="dd-line-head">
|
||||
<span class="dd-line-badge">DD {{ $index + 1 }} of {{ lineCount }}</span>
|
||||
@if (previewNumberAt($index)) {
|
||||
<span class="dd-line-number">No. {{ previewNumberAt($index) }} <em>(provisional)</em></span>
|
||||
}
|
||||
<span class="dd-line-total"> Debit ₹{{ lineTotalAt($index) | number: '1.2-2' }} </span>
|
||||
</div>
|
||||
|
||||
<mat-form-field appearance="outline" class="full-width">
|
||||
<mat-label>Beneficiary Name (In Favour Of) *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="beneficiaryName"
|
||||
placeholder="e.g. UNIVERSITY OF MUMBAI"
|
||||
maxlength="120"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="lineCtrl.get('beneficiaryName')?.hasError('required')"
|
||||
>Beneficiary name is required</mat-error
|
||||
>
|
||||
<mat-error *ngIf="lineCtrl.get('beneficiaryName')?.hasError('maxlength')"
|
||||
>Max 120 characters</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
|
||||
<div class="form-row">
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>Payable At - Branch *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="payableAtBranch"
|
||||
placeholder="e.g. FORT BRANCH"
|
||||
maxlength="150"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="lineCtrl.get('payableAtBranch')?.hasError('required')"
|
||||
>Payable Branch is required</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>Payable At - City *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="payableAtCity"
|
||||
placeholder="e.g. MUMBAI"
|
||||
maxlength="100"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="lineCtrl.get('payableAtCity')?.hasError('required')"
|
||||
>Payable City is required</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<div class="form-row">
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>Face Value *</mat-label>
|
||||
<input matInput type="number" formControlName="faceValue" placeholder="0.00" />
|
||||
<span matPrefix>₹ </span>
|
||||
<mat-error *ngIf="lineCtrl.get('faceValue')?.hasError('required')"
|
||||
>Face value is required</mat-error
|
||||
>
|
||||
<mat-error *ngIf="lineCtrl.get('faceValue')?.hasError('min')"
|
||||
>Face value must be greater than zero</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>Charges</mat-label>
|
||||
<input matInput type="number" formControlName="chargesAmount" placeholder="0.00" />
|
||||
<span matPrefix>₹ </span>
|
||||
<mat-hint>GST ₹{{ lineGstAt($index) | number: '1.2-2' }} at {{ data.gstPercentage }}%</mat-hint>
|
||||
<mat-error *ngIf="lineCtrl.get('chargesAmount')?.hasError('min')"
|
||||
>Charges cannot be negative</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</form>
|
||||
} @else {
|
||||
<form [formGroup]="form" class="dd-form">
|
||||
<!--
|
||||
Purchaser identity is asked for only when the bank has none: a walk-in paying cash. On an
|
||||
account debit the purchaser IS the account holder, already identified and KYC'd, and
|
||||
re-capturing a name and Aadhaar here would invite a mismatch against the account on record.
|
||||
-->
|
||||
@if (!isAccountDebit) {
|
||||
<div class="form-section-title">Walk-in Purchaser Details</div>
|
||||
@if (!isAccountDebit) {
|
||||
<div class="form-section-title">Walk-in Purchaser Details</div>
|
||||
|
||||
<div class="form-row">
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>Walk-in Purchaser Name *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="walkinPurchaserName"
|
||||
placeholder="e.g. RAMESH CHANDRA"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserName')?.hasError('required')"
|
||||
>Purchaser name is required</mat-error
|
||||
>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserName')?.hasError('minlength')"
|
||||
>Must be at least 3 characters</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>12-Digit Aadhaar Number *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="walkinPurchaserAadhaar"
|
||||
placeholder="12-digit Aadhaar"
|
||||
maxlength="12"
|
||||
/>
|
||||
<mat-hint>Masked to last 4 digits before storage</mat-hint>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserAadhaar')?.hasError('required')"
|
||||
>Aadhaar number is required</mat-error
|
||||
>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserAadhaar')?.hasError('pattern')"
|
||||
>Must be exactly 12 numeric digits</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<mat-form-field appearance="outline" class="full-width">
|
||||
<mat-label>Purchaser Address / Location *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="walkinPurchaserAddress"
|
||||
placeholder="e.g. 14, SECTOR 5, MAIN ROAD, MUMBAI"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserAddress')?.hasError('required')"
|
||||
>Address is required</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
<!-- Beneficiary Section -->
|
||||
<div class="form-section-title">Beneficiary & Payment Details</div>
|
||||
|
||||
<mat-form-field appearance="outline" class="full-width">
|
||||
<mat-label>Beneficiary Name (In Favour Of) *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="beneficiaryName"
|
||||
placeholder="e.g. UNIVERSITY OF MUMBAI"
|
||||
maxlength="120"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="form.get('beneficiaryName')?.hasError('required')"
|
||||
>Beneficiary name is required</mat-error
|
||||
>
|
||||
<mat-error *ngIf="form.get('beneficiaryName')?.hasError('maxlength')">Max 120 characters</mat-error>
|
||||
</mat-form-field>
|
||||
|
||||
<div class="form-row">
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>Walk-in Purchaser Name *</mat-label>
|
||||
<mat-label>Payable At - Branch *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="walkinPurchaserName"
|
||||
placeholder="e.g. RAMESH CHANDRA"
|
||||
formControlName="payableAtBranch"
|
||||
placeholder="e.g. FORT BRANCH"
|
||||
maxlength="150"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserName')?.hasError('required')"
|
||||
>Purchaser name is required</mat-error
|
||||
>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserName')?.hasError('minlength')"
|
||||
>Must be at least 3 characters</mat-error
|
||||
<mat-error *ngIf="form.get('payableAtBranch')?.hasError('required')"
|
||||
>Payable Branch is required</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>12-Digit Aadhaar Number *</mat-label>
|
||||
<mat-label>Payable At - City *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="walkinPurchaserAadhaar"
|
||||
placeholder="12-digit Aadhaar"
|
||||
maxlength="12"
|
||||
formControlName="payableAtCity"
|
||||
placeholder="e.g. MUMBAI"
|
||||
maxlength="100"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-hint>Masked to last 4 digits before storage</mat-hint>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserAadhaar')?.hasError('required')"
|
||||
>Aadhaar number is required</mat-error
|
||||
>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserAadhaar')?.hasError('pattern')"
|
||||
>Must be exactly 12 numeric digits</mat-error
|
||||
>
|
||||
<mat-error *ngIf="form.get('payableAtCity')?.hasError('required')">Payable City is required</mat-error>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<mat-form-field appearance="outline" class="full-width">
|
||||
<mat-label>Purchaser Address / Location *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="walkinPurchaserAddress"
|
||||
placeholder="e.g. 14, SECTOR 5, MAIN ROAD, MUMBAI"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserAddress')?.hasError('required')"
|
||||
>Address is required</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
<!-- Beneficiary Section -->
|
||||
<div class="form-section-title">Beneficiary & Payment Details</div>
|
||||
|
||||
<mat-form-field appearance="outline" class="full-width">
|
||||
<mat-label>Beneficiary Name (In Favour Of) *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="beneficiaryName"
|
||||
placeholder="e.g. UNIVERSITY OF MUMBAI"
|
||||
maxlength="120"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="form.get('beneficiaryName')?.hasError('required')"
|
||||
>Beneficiary name is required</mat-error
|
||||
>
|
||||
<mat-error *ngIf="form.get('beneficiaryName')?.hasError('maxlength')">Max 120 characters</mat-error>
|
||||
</mat-form-field>
|
||||
|
||||
<div class="form-row">
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>Payable At - Branch *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="payableAtBranch"
|
||||
placeholder="e.g. FORT BRANCH"
|
||||
maxlength="150"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="form.get('payableAtBranch')?.hasError('required')"
|
||||
>Payable Branch is required</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>Payable At - City *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="payableAtCity"
|
||||
placeholder="e.g. MUMBAI"
|
||||
maxlength="100"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="form.get('payableAtCity')?.hasError('required')">Payable City is required</mat-error>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</form>
|
||||
</form>
|
||||
}
|
||||
</mat-dialog-content>
|
||||
|
||||
<mat-dialog-actions class="dd-dialog-actions" align="end">
|
||||
@if (isSlip) {
|
||||
<span class="dd-actions-total">
|
||||
{{ lineCount }} drafts · <strong>₹{{ slipTotal | number: '1.2-2' }}</strong> to debit
|
||||
</span>
|
||||
}
|
||||
<button mat-button type="button" (click)="onClose()">Cancel</button>
|
||||
<button mat-flat-button color="primary" [disabled]="form.invalid" (click)="onSubmit()">
|
||||
Submit for Manager Approval
|
||||
<button mat-flat-button color="primary" [disabled]="activeForm.invalid" (click)="onSubmit()">
|
||||
{{ isSlip ? 'Save Slip Details' : 'Save DD Details' }}
|
||||
</button>
|
||||
</mat-dialog-actions>
|
||||
</div>
|
||||
@@ -392,6 +598,81 @@ export interface CashierIssueDdDialogData {
|
||||
line-height: 1.5;
|
||||
color: #64748b;
|
||||
}
|
||||
/* One card per draft on a slip — the boundary is what stops a clerk typing line 2's
|
||||
beneficiary against line 1's amount. */
|
||||
.dd-line-card {
|
||||
border: 1px solid #e2e8f0;
|
||||
border-left: 3px solid #0369a1;
|
||||
border-radius: 8px;
|
||||
padding: 14px 16px 4px;
|
||||
margin-bottom: 14px;
|
||||
background: #fcfdff;
|
||||
}
|
||||
.dd-line-head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
flex-wrap: wrap;
|
||||
margin-bottom: 12px;
|
||||
}
|
||||
.dd-line-badge {
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.4px;
|
||||
color: #ffffff;
|
||||
background: #0369a1;
|
||||
padding: 3px 9px;
|
||||
border-radius: 999px;
|
||||
}
|
||||
.dd-line-number {
|
||||
font-family: monospace;
|
||||
font-size: 12px;
|
||||
color: #475569;
|
||||
}
|
||||
.dd-line-number em {
|
||||
font-style: normal;
|
||||
color: #94a3b8;
|
||||
font-size: 11px;
|
||||
}
|
||||
.dd-line-total {
|
||||
margin-left: auto;
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
color: #065f46;
|
||||
background: #ecfdf5;
|
||||
border: 1px solid #a7f3d0;
|
||||
padding: 3px 10px;
|
||||
border-radius: 6px;
|
||||
}
|
||||
.dd-preview-note {
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
align-items: flex-start;
|
||||
margin: 0 0 16px;
|
||||
padding: 9px 12px;
|
||||
background: #fffbeb;
|
||||
border: 1px solid #fde68a;
|
||||
border-radius: 6px;
|
||||
font-size: 12px;
|
||||
line-height: 1.5;
|
||||
color: #78350f;
|
||||
}
|
||||
.dd-preview-note mat-icon {
|
||||
color: #b45309;
|
||||
font-size: 18px;
|
||||
width: 18px;
|
||||
height: 18px;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
.dd-actions-total {
|
||||
margin-right: auto;
|
||||
font-size: 13px;
|
||||
color: #475569;
|
||||
}
|
||||
.dd-actions-total strong {
|
||||
color: #065f46;
|
||||
}
|
||||
`
|
||||
]
|
||||
})
|
||||
@@ -401,13 +682,127 @@ export class CashierIssueDdDialogComponent implements OnInit {
|
||||
public data: CashierIssueDdDialogData = inject(MAT_DIALOG_DATA);
|
||||
|
||||
form!: FormGroup;
|
||||
/** Built only in slip mode; `form` stays untouched so the single-draft path is unchanged. */
|
||||
slipForm!: FormGroup;
|
||||
|
||||
/** Whether the draft is funded by debiting a member's account rather than by cash at the counter. */
|
||||
get isAccountDebit(): boolean {
|
||||
return this.data.paymentMethod === 'ACCOUNT_DEBIT';
|
||||
}
|
||||
|
||||
/** How many drafts this dialog is capturing — 1 unless the clerk asked for a slip. */
|
||||
get lineCount(): number {
|
||||
const n = Number(this.data.ddCount) || 1;
|
||||
return n > 1 ? n : 1;
|
||||
}
|
||||
|
||||
/** Whether this dialog is capturing a multi-DD slip rather than a single draft. */
|
||||
get isSlip(): boolean {
|
||||
return this.lineCount > 1;
|
||||
}
|
||||
|
||||
/** Whether the debit lands on a GL account rather than a member's — wording only. */
|
||||
get isGlFunded(): boolean {
|
||||
return !!this.data.glFunded;
|
||||
}
|
||||
|
||||
/** The form the Save button validates against — whichever of the two was built. */
|
||||
get activeForm(): FormGroup {
|
||||
return this.isSlip ? this.slipForm : this.form;
|
||||
}
|
||||
|
||||
get slipLines(): FormArray {
|
||||
return this.slipForm.get('lines') as FormArray;
|
||||
}
|
||||
|
||||
/** The provisional leaflet number shown against a line, if the caller supplied a run of them. */
|
||||
previewNumberAt(index: number): string | null {
|
||||
return this.data.previewDdNumbers?.[index] ?? null;
|
||||
}
|
||||
|
||||
private lineValueAt(index: number, field: string): number {
|
||||
return Number(this.slipLines.at(index)?.get(field)?.value) || 0;
|
||||
}
|
||||
|
||||
/**
|
||||
* GST on one line's charge.
|
||||
*
|
||||
* Rounded per line, matching the server, which computes and stores GST against each draft rather
|
||||
* than once for the slip. Summing rounded lines and rounding a summed charge can differ by a
|
||||
* paisa, and it is the per-line figure that ends up on the draft.
|
||||
*/
|
||||
lineGstAt(index: number): number {
|
||||
const charges = this.lineValueAt(index, 'chargesAmount');
|
||||
if (charges <= 0) return 0;
|
||||
return Math.round(charges * (Number(this.data.gstPercentage) || 0)) / 100;
|
||||
}
|
||||
|
||||
/** What one line adds to the debit — its face value, its charge and the GST on that charge. */
|
||||
lineTotalAt(index: number): number {
|
||||
return this.lineValueAt(index, 'faceValue') + this.lineValueAt(index, 'chargesAmount') + this.lineGstAt(index);
|
||||
}
|
||||
|
||||
get slipFaceValue(): number {
|
||||
return this.slipLines.controls.reduce((sum, _c, i) => sum + this.lineValueAt(i, 'faceValue'), 0);
|
||||
}
|
||||
|
||||
get slipCharges(): number {
|
||||
return this.slipLines.controls.reduce((sum, _c, i) => sum + this.lineValueAt(i, 'chargesAmount'), 0);
|
||||
}
|
||||
|
||||
get slipGst(): number {
|
||||
return this.slipLines.controls.reduce((sum, _c, i) => sum + this.lineGstAt(i), 0);
|
||||
}
|
||||
|
||||
/** The figure the account is debited for — rounded up to the whole rupee, as the single flow does. */
|
||||
get slipTotal(): number {
|
||||
return Math.ceil(this.slipFaceValue + this.slipCharges + this.slipGst - 1e-9);
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
if (this.isSlip) {
|
||||
this.slipForm = this.fb.group({
|
||||
lines: this.fb.array(
|
||||
Array.from({ length: this.lineCount }, () =>
|
||||
this.fb.group({
|
||||
beneficiaryName: [
|
||||
'',
|
||||
[
|
||||
Validators.required,
|
||||
Validators.maxLength(120)
|
||||
]
|
||||
],
|
||||
payableAtBranch: [
|
||||
'',
|
||||
[Validators.required]
|
||||
],
|
||||
payableAtCity: [
|
||||
'',
|
||||
[Validators.required]
|
||||
],
|
||||
// Zero is rejected rather than merely warned about: the server refuses a line with a
|
||||
// face value at or below zero, and a slip that fails there has already cost the clerk
|
||||
// every other line they typed.
|
||||
faceValue: [
|
||||
null as
|
||||
| number
|
||||
| null,
|
||||
[
|
||||
Validators.required,
|
||||
Validators.min(0.01)
|
||||
]
|
||||
],
|
||||
chargesAmount: [
|
||||
0,
|
||||
[Validators.min(0)]
|
||||
]
|
||||
})
|
||||
)
|
||||
)
|
||||
});
|
||||
return;
|
||||
}
|
||||
|
||||
// Walk-in identity is required for cash and rejected outright for an account debit — the server
|
||||
// refuses a walk-in name alongside an account — so the controls are only built when they apply.
|
||||
// Registering them unconditionally and merely hiding them would hold the form invalid on a
|
||||
@@ -474,7 +869,25 @@ export class CashierIssueDdDialogComponent implements OnInit {
|
||||
}
|
||||
|
||||
onSubmit(): void {
|
||||
if (this.form.invalid) return;
|
||||
if (this.activeForm.invalid) return;
|
||||
|
||||
// A slip closes with its lines. There is no walk-in branch here: a slip is only ever offered on
|
||||
// a member-account debit, where the purchaser is the account holder already on record.
|
||||
if (this.isSlip) {
|
||||
const lines: DdSlipLineResult[] = this.slipLines.controls.map((c) => {
|
||||
const v = c.value;
|
||||
return {
|
||||
beneficiaryName: (v.beneficiaryName || '').trim().toUpperCase(),
|
||||
payableAtBranch: (v.payableAtBranch || '').trim().toUpperCase(),
|
||||
payableAtCity: (v.payableAtCity || '').trim().toUpperCase(),
|
||||
faceValue: Number(v.faceValue) || 0,
|
||||
chargesAmount: Number(v.chargesAmount) || 0
|
||||
};
|
||||
});
|
||||
this.dialogRef.close({ lines });
|
||||
return;
|
||||
}
|
||||
|
||||
const val = this.form.value;
|
||||
const beneficiary = {
|
||||
beneficiaryName: (val.beneficiaryName || '').trim().toUpperCase(),
|
||||
|
||||
@@ -166,23 +166,50 @@
|
||||
</div>
|
||||
<div class="ws-f ws-f--actyp">
|
||||
<label class="ws-f__lbl" title="Account Type">AC. TP.</label>
|
||||
<select
|
||||
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')
|
||||
"
|
||||
>
|
||||
@for (a of acTypOptions; track a) {
|
||||
<option [value]="a">{{ a }}</option>
|
||||
}
|
||||
</select>
|
||||
@if (acTypLockedByToken && row === selectedRow) {
|
||||
<span
|
||||
class="ws-f__ctl ws-f__ctl--locked"
|
||||
title="Locked — filled from a token-driven request, not a normal account entry"
|
||||
>{{ acTypLockedLabel }}</span
|
||||
>
|
||||
} @else {
|
||||
<select
|
||||
class="ws-f__ctl"
|
||||
[(ngModel)]="row.acTyp"
|
||||
(click)="$event.stopPropagation()"
|
||||
(change)="
|
||||
row.acTyp === 'GL' &&
|
||||
row.typ !== 'Disbursement' &&
|
||||
row.typ !== 'Fund Transfer' &&
|
||||
row.typ !== 'Enter Bank Transfer' &&
|
||||
(row.dbCr = 'Cr')
|
||||
"
|
||||
>
|
||||
@for (a of acTypOptionsFor(row); track a) {
|
||||
<option [value]="a">{{ a }}</option>
|
||||
}
|
||||
</select>
|
||||
}
|
||||
</div>
|
||||
@if (showsEntryType(row)) {
|
||||
<div class="ws-f ws-f--paytype">
|
||||
<label
|
||||
class="ws-f__lbl ws-f__lbl--accent"
|
||||
title="What this money was actually collected for — checked before a share application or DD issuance can adopt this voucher"
|
||||
>ENTRY TYPE</label
|
||||
>
|
||||
<select
|
||||
class="ws-f__ctl ws-f__ctl--accent"
|
||||
[(ngModel)]="row.entryTypeCvId"
|
||||
(click)="$event.stopPropagation()"
|
||||
>
|
||||
<option [ngValue]="null">Select…</option>
|
||||
@for (t of entryTypeOptions; track t.id) {
|
||||
<option [ngValue]="t.id">{{ t.name }}</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -206,14 +233,20 @@
|
||||
? ddGlMapping?.ddPayableGlCode || 'Auto GL'
|
||||
: 'Account number'
|
||||
"
|
||||
[readonly]="row.typ === 'DD' && !isDdAccountDebitRow(row)"
|
||||
[class.ws-f__ctl--readonly]="row.typ === 'DD' && !isDdAccountDebitRow(row)"
|
||||
[readonly]="
|
||||
(row.typ === 'DD' && !isDdAccountDebitRow(row)) || (acTypLockedByToken && row === selectedRow)
|
||||
"
|
||||
[class.ws-f__ctl--readonly]="
|
||||
(row.typ === 'DD' && !isDdAccountDebitRow(row)) || (acTypLockedByToken && row === selectedRow)
|
||||
"
|
||||
[title]="
|
||||
isDdAccountDebitRow(row)
|
||||
? 'Member account the draft is funded from'
|
||||
: row.typ === 'DD'
|
||||
? 'Configured Sponsor DD Payable GL (Auto-selected)'
|
||||
: 'Account number'
|
||||
acTypLockedByToken && row === selectedRow
|
||||
? 'Locked — filled from a token-driven request, not a normal account entry'
|
||||
: isDdAccountDebitRow(row)
|
||||
? 'Member account the draft is funded from'
|
||||
: row.typ === 'DD'
|
||||
? 'Configured Sponsor DD Payable GL (Auto-selected)'
|
||||
: 'Account number'
|
||||
"
|
||||
/>
|
||||
</div>
|
||||
@@ -286,9 +319,13 @@
|
||||
[value]="row.amount ?? ''"
|
||||
(input)="row.amount = +$any($event.target).value; syncShareLinkedAmounts()"
|
||||
(click)="$event.stopPropagation()"
|
||||
[placeholder]="row.acTyp === 'SHR' ? '0' : '0.00'"
|
||||
[readonly]="!isClerk && !!(activeWithdrawalRequest || activeClosureRequest)"
|
||||
[class.ws-amt-input--locked]="!isClerk && !!(activeWithdrawalRequest || activeClosureRequest)"
|
||||
[placeholder]="isMultiDdRow(row) ? 'Per draft' : row.acTyp === 'SHR' ? '0' : '0.00'"
|
||||
[readonly]="
|
||||
isMultiDdRow(row) || (!isClerk && !!(activeWithdrawalRequest || activeClosureRequest))
|
||||
"
|
||||
[class.ws-amt-input--locked]="
|
||||
isMultiDdRow(row) || (!isClerk && !!(activeWithdrawalRequest || activeClosureRequest))
|
||||
"
|
||||
/>
|
||||
</div>
|
||||
@if (row.acTyp === 'SHR' && rowSharePrices[row.acNo]) {
|
||||
@@ -298,6 +335,19 @@
|
||||
}}/share</span
|
||||
>
|
||||
}
|
||||
<!-- On a slip the face value belongs to each draft, so the row total is the sum of
|
||||
them and is filled in by the dialog rather than typed here. A clerk-typed
|
||||
figure could disagree with the drafts, and the account would be debited for
|
||||
a total the drafts do not add up to. -->
|
||||
@if (isMultiDdRow(row)) {
|
||||
<span class="ws-f__hint">
|
||||
{{
|
||||
row.ddLines?.length
|
||||
? 'Total of ' + row.ddLines?.length + ' drafts'
|
||||
: 'Set per draft in Fill DD Details'
|
||||
}}
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
@if (row.acTyp === 'SHR' && (row.typ === 'Enter Bank Transfer' || row.typ === 'Fund Transfer')) {
|
||||
<div class="ws-f ws-f--cheqno">
|
||||
@@ -377,9 +427,36 @@
|
||||
<div class="ws-group ws-group--flex">
|
||||
<span class="ws-caption">DD Charges & GST — Admin Rate {{ ddGstPercentage }}%</span>
|
||||
<div class="ws-group__fields">
|
||||
<!-- How many drafts this one debit funds. Typed before the details are filled in,
|
||||
because it is what decides how many beneficiary forms the dialog presents.
|
||||
Offered only where the server can honour it: a member savings/current
|
||||
account debit, never a GL or cash draft. -->
|
||||
@if (canRowBeMultiDd(row)) {
|
||||
<div class="ws-f ws-f--amt">
|
||||
<label class="ws-f__lbl" title="Number of demand drafts to raise against this single debit"
|
||||
>NO. OF DD</label
|
||||
>
|
||||
<div class="ws-amt-wrap">
|
||||
<input
|
||||
class="ws-f__ctl ws-amt-input"
|
||||
type="number"
|
||||
min="1"
|
||||
[max]="maxDdSlipLines"
|
||||
step="1"
|
||||
[value]="ddCountFor(row)"
|
||||
(input)="onDdCountChange(row, +$any($event.target).value)"
|
||||
(click)="$event.stopPropagation()"
|
||||
placeholder="1"
|
||||
/>
|
||||
</div>
|
||||
@if (isMultiDdRow(row)) {
|
||||
<span class="ws-f__hint">One debit · {{ ddCountFor(row) }} drafts</span>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
<div class="ws-f ws-f--amt">
|
||||
<label class="ws-f__lbl" title="DD issuance charges / commission">CHARGES</label>
|
||||
<div class="ws-amt-wrap">
|
||||
<div class="ws-amt-wrap" [class.ws-amt-wrap--locked]="isMultiDdRow(row)">
|
||||
<span class="ws-amt-prefix">₹</span>
|
||||
<input
|
||||
class="ws-f__ctl ws-amt-input"
|
||||
@@ -388,8 +465,15 @@
|
||||
(input)="row.ddCharges = +$any($event.target).value"
|
||||
(click)="$event.stopPropagation()"
|
||||
placeholder="0.00"
|
||||
[readonly]="isMultiDdRow(row)"
|
||||
[class.ws-amt-input--locked]="isMultiDdRow(row)"
|
||||
/>
|
||||
</div>
|
||||
<!-- Charges are levied per draft and can differ between them, so on a slip they
|
||||
are entered against each draft and totalled here. -->
|
||||
@if (isMultiDdRow(row)) {
|
||||
<span class="ws-f__hint">Set per draft</span>
|
||||
}
|
||||
</div>
|
||||
<div class="ws-f ws-f--amt">
|
||||
<label class="ws-f__lbl" title="GST on charges, at the admin-configured rate">
|
||||
@@ -400,7 +484,7 @@
|
||||
<input
|
||||
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
||||
type="text"
|
||||
[value]="ddGstAmountFor(row) | number: '1.2-2'"
|
||||
[value]="ddGstDisplayFor(row)"
|
||||
readonly
|
||||
/>
|
||||
</div>
|
||||
@@ -414,7 +498,7 @@
|
||||
<input
|
||||
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
||||
type="text"
|
||||
[value]="ddTotalPayableFor(row)"
|
||||
[value]="ddTotalDisplayFor(row)"
|
||||
readonly
|
||||
/>
|
||||
</div>
|
||||
@@ -427,13 +511,28 @@
|
||||
[disabled]="saving"
|
||||
(click)="openIssueWalkinDd(row); $event.stopPropagation()"
|
||||
[title]="
|
||||
isDdAccountDebitRow(row)
|
||||
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
||||
: 'Auto-selects next available leaflet and opens walk-in purchaser form'
|
||||
isMultiDdRow(row)
|
||||
? 'Opens one beneficiary form per draft; DD numbers are allocated on submission'
|
||||
: isDdAccountDebitRow(row)
|
||||
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
||||
: 'Auto-selects next available leaflet and opens walk-in purchaser form'
|
||||
"
|
||||
>
|
||||
<mat-icon style="font-size: 18px; width: 18px; height: 18px">post_add</mat-icon>
|
||||
<span>Fill DD Details & Send for Approval</span>
|
||||
<mat-icon style="font-size: 18px; width: 18px; height: 18px">{{
|
||||
row.ddDetails || row.ddLines?.length ? 'edit_note' : 'post_add'
|
||||
}}</mat-icon>
|
||||
<!-- Names the leaflet once details are captured, so the clerk can see at a
|
||||
glance which rows are ready before pressing Save. A slip names the count
|
||||
instead: its numbers are not allocated until it is submitted. -->
|
||||
<span>{{
|
||||
row.ddLines?.length
|
||||
? row.ddLines?.length + ' Drafts Captured · Edit Slip'
|
||||
: row.ddDetails
|
||||
? 'DD ' + row.ddDetails.ddNumber + ' · Edit Details'
|
||||
: isMultiDdRow(row)
|
||||
? 'Fill ' + ddCountFor(row) + ' DD Details'
|
||||
: 'Fill DD Details'
|
||||
}}</span>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
@@ -1517,23 +1616,50 @@
|
||||
</div>
|
||||
<div class="ws-f ws-f--actyp">
|
||||
<label class="ws-f__lbl">AC. TP.</label>
|
||||
<select
|
||||
class="ws-f__ctl"
|
||||
[(ngModel)]="row.acTyp"
|
||||
(click)="$event.stopPropagation()"
|
||||
(change)="
|
||||
row.acTyp === 'GL' &&
|
||||
row.typ !== 'Disbursement' &&
|
||||
row.typ !== 'Fund Transfer' &&
|
||||
row.typ !== 'Enter Bank Transfer' &&
|
||||
(row.dbCr = 'Cr')
|
||||
"
|
||||
>
|
||||
@for (a of acTypOptions; track a) {
|
||||
<option [value]="a">{{ a }}</option>
|
||||
}
|
||||
</select>
|
||||
@if (acTypLockedByToken && row === selectedRow) {
|
||||
<span
|
||||
class="ws-f__ctl ws-f__ctl--locked"
|
||||
title="Locked — filled from a token-driven request, not a normal account entry"
|
||||
>{{ acTypLockedLabel }}</span
|
||||
>
|
||||
} @else {
|
||||
<select
|
||||
class="ws-f__ctl"
|
||||
[(ngModel)]="row.acTyp"
|
||||
(click)="$event.stopPropagation()"
|
||||
(change)="
|
||||
row.acTyp === 'GL' &&
|
||||
row.typ !== 'Disbursement' &&
|
||||
row.typ !== 'Fund Transfer' &&
|
||||
row.typ !== 'Enter Bank Transfer' &&
|
||||
(row.dbCr = 'Cr')
|
||||
"
|
||||
>
|
||||
@for (a of acTypOptionsFor(row); track a) {
|
||||
<option [value]="a">{{ a }}</option>
|
||||
}
|
||||
</select>
|
||||
}
|
||||
</div>
|
||||
@if (showsEntryType(row)) {
|
||||
<div class="ws-f ws-f--paytype">
|
||||
<label
|
||||
class="ws-f__lbl ws-f__lbl--accent"
|
||||
title="What this money was actually collected for — checked before a share application or DD issuance can adopt this voucher"
|
||||
>ENTRY TYPE</label
|
||||
>
|
||||
<select
|
||||
class="ws-f__ctl ws-f__ctl--accent"
|
||||
[(ngModel)]="row.entryTypeCvId"
|
||||
(click)="$event.stopPropagation()"
|
||||
>
|
||||
<option [ngValue]="null">Select…</option>
|
||||
@for (t of entryTypeOptions; track t.id) {
|
||||
<option [ngValue]="t.id">{{ t.name }}</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
<div class="ws-vdivider"></div>
|
||||
@@ -1550,10 +1676,16 @@
|
||||
[placeholder]="
|
||||
row.typ === 'DD' ? ddGlMapping?.ddPayableGlCode || 'Auto GL' : 'Account number'
|
||||
"
|
||||
[readonly]="row.typ === 'DD'"
|
||||
[class.ws-f__ctl--readonly]="row.typ === 'DD'"
|
||||
[readonly]="row.typ === 'DD' || (acTypLockedByToken && row === selectedRow)"
|
||||
[class.ws-f__ctl--readonly]="
|
||||
row.typ === 'DD' || (acTypLockedByToken && row === selectedRow)
|
||||
"
|
||||
[title]="
|
||||
row.typ === 'DD' ? 'Configured Sponsor DD Payable GL (Auto-selected)' : 'Account number'
|
||||
acTypLockedByToken && row === selectedRow
|
||||
? 'Locked — filled from a token-driven request, not a normal account entry'
|
||||
: row.typ === 'DD'
|
||||
? 'Configured Sponsor DD Payable GL (Auto-selected)'
|
||||
: 'Account number'
|
||||
"
|
||||
/>
|
||||
</div>
|
||||
@@ -1622,10 +1754,12 @@
|
||||
[value]="row.amount ?? ''"
|
||||
(input)="row.amount = +$any($event.target).value; syncShareLinkedAmounts()"
|
||||
(click)="$event.stopPropagation()"
|
||||
[placeholder]="row.acTyp === 'SHR' ? '0' : '0.00'"
|
||||
[readonly]="!isClerk && !!(activeWithdrawalRequest || activeClosureRequest)"
|
||||
[placeholder]="isMultiDdRow(row) ? 'Per draft' : row.acTyp === 'SHR' ? '0' : '0.00'"
|
||||
[readonly]="
|
||||
isMultiDdRow(row) || (!isClerk && !!(activeWithdrawalRequest || activeClosureRequest))
|
||||
"
|
||||
[class.ws-amt-input--locked]="
|
||||
!isClerk && !!(activeWithdrawalRequest || activeClosureRequest)
|
||||
isMultiDdRow(row) || (!isClerk && !!(activeWithdrawalRequest || activeClosureRequest))
|
||||
"
|
||||
/>
|
||||
</div>
|
||||
@@ -1636,6 +1770,19 @@
|
||||
}}/share</span
|
||||
>
|
||||
}
|
||||
<!-- On a slip the face value belongs to each draft, so the row total is the
|
||||
sum of them and is filled in by the dialog rather than typed here. A
|
||||
clerk-typed figure could disagree with the drafts, and the account would
|
||||
be debited for a total the drafts do not add up to. -->
|
||||
@if (isMultiDdRow(row)) {
|
||||
<span class="ws-f__hint">
|
||||
{{
|
||||
row.ddLines?.length
|
||||
? 'Total of ' + row.ddLines?.length + ' drafts'
|
||||
: 'Set per draft in Fill DD Details'
|
||||
}}
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
@if (
|
||||
row.acTyp === 'SHR' && (row.typ === 'Enter Bank Transfer' || row.typ === 'Fund Transfer')
|
||||
@@ -1700,9 +1847,38 @@
|
||||
<div class="ws-group ws-group--flex">
|
||||
<span class="ws-caption">DD Charges & GST — Admin Rate {{ ddGstPercentage }}%</span>
|
||||
<div class="ws-group__fields">
|
||||
<!-- How many drafts this one debit funds. Typed before the details are filled
|
||||
in, because it is what decides how many beneficiary forms the dialog
|
||||
presents. Offered only where the server can honour it: a member
|
||||
savings/current account debit, never a GL or cash draft. -->
|
||||
@if (canRowBeMultiDd(row)) {
|
||||
<div class="ws-f ws-f--amt">
|
||||
<label
|
||||
class="ws-f__lbl"
|
||||
title="Number of demand drafts to raise against this single debit"
|
||||
>NO. OF DD</label
|
||||
>
|
||||
<div class="ws-amt-wrap">
|
||||
<input
|
||||
class="ws-f__ctl ws-amt-input"
|
||||
type="number"
|
||||
min="1"
|
||||
[max]="maxDdSlipLines"
|
||||
step="1"
|
||||
[value]="ddCountFor(row)"
|
||||
(input)="onDdCountChange(row, +$any($event.target).value)"
|
||||
(click)="$event.stopPropagation()"
|
||||
placeholder="1"
|
||||
/>
|
||||
</div>
|
||||
@if (isMultiDdRow(row)) {
|
||||
<span class="ws-f__hint">One debit · {{ ddCountFor(row) }} drafts</span>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
<div class="ws-f ws-f--amt">
|
||||
<label class="ws-f__lbl" title="DD issuance charges / commission">CHARGES</label>
|
||||
<div class="ws-amt-wrap">
|
||||
<div class="ws-amt-wrap" [class.ws-amt-wrap--locked]="isMultiDdRow(row)">
|
||||
<span class="ws-amt-prefix">₹</span>
|
||||
<input
|
||||
class="ws-f__ctl ws-amt-input"
|
||||
@@ -1711,8 +1887,15 @@
|
||||
(input)="row.ddCharges = +$any($event.target).value"
|
||||
(click)="$event.stopPropagation()"
|
||||
placeholder="0.00"
|
||||
[readonly]="isMultiDdRow(row)"
|
||||
[class.ws-amt-input--locked]="isMultiDdRow(row)"
|
||||
/>
|
||||
</div>
|
||||
<!-- Charges are levied per draft and can differ between them, so on a slip
|
||||
they are entered against each draft and totalled here. -->
|
||||
@if (isMultiDdRow(row)) {
|
||||
<span class="ws-f__hint">Set per draft</span>
|
||||
}
|
||||
</div>
|
||||
<div class="ws-f ws-f--amt">
|
||||
<label class="ws-f__lbl" title="GST on charges, at the admin-configured rate">
|
||||
@@ -1723,7 +1906,7 @@
|
||||
<input
|
||||
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
||||
type="text"
|
||||
[value]="ddGstAmountFor(row) | number: '1.2-2'"
|
||||
[value]="ddGstDisplayFor(row)"
|
||||
readonly
|
||||
/>
|
||||
</div>
|
||||
@@ -1737,7 +1920,7 @@
|
||||
<input
|
||||
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
||||
type="text"
|
||||
[value]="ddTotalPayableFor(row)"
|
||||
[value]="ddTotalDisplayFor(row)"
|
||||
readonly
|
||||
/>
|
||||
</div>
|
||||
@@ -1750,13 +1933,28 @@
|
||||
[disabled]="saving"
|
||||
(click)="openIssueWalkinDd(row); $event.stopPropagation()"
|
||||
[title]="
|
||||
isDdAccountDebitRow(row)
|
||||
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
||||
: 'Auto-selects next available leaflet and opens walk-in purchaser form'
|
||||
isMultiDdRow(row)
|
||||
? 'Opens one beneficiary form per draft; DD numbers are allocated on submission'
|
||||
: isDdAccountDebitRow(row)
|
||||
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
||||
: 'Auto-selects next available leaflet and opens walk-in purchaser form'
|
||||
"
|
||||
>
|
||||
<mat-icon style="font-size: 18px; width: 18px; height: 18px">post_add</mat-icon>
|
||||
<span>Fill DD Details & Send for Approval</span>
|
||||
<mat-icon style="font-size: 18px; width: 18px; height: 18px">{{
|
||||
row.ddDetails || row.ddLines?.length ? 'edit_note' : 'post_add'
|
||||
}}</mat-icon>
|
||||
<!-- Names what has been captured, so the clerk can see at a glance which
|
||||
rows are ready before pressing Save. A slip names its count instead:
|
||||
its numbers are not allocated until it is submitted. -->
|
||||
<span>{{
|
||||
row.ddLines?.length
|
||||
? row.ddLines?.length + ' Drafts Captured · Edit Slip'
|
||||
: row.ddDetails
|
||||
? 'DD ' + row.ddDetails.ddNumber + ' · Edit Details'
|
||||
: isMultiDdRow(row)
|
||||
? 'Fill ' + ddCountFor(row) + ' DD Details'
|
||||
: 'Fill DD Details'
|
||||
}}</span>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -916,6 +916,20 @@ input.ws-f__ctl--readonly {
|
||||
font-size: 11px;
|
||||
}
|
||||
|
||||
/* AC.TP shown as a locked label instead of the normal editable select, while the row is filled
|
||||
from a token-driven request whose real account type row.acTyp cannot show (see
|
||||
acTypLockedByToken in the component). */
|
||||
span.ws-f__ctl--locked {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
background: #f1f5f9;
|
||||
color: #475569;
|
||||
cursor: not-allowed;
|
||||
user-select: none;
|
||||
font-size: 11px;
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
input.ws-amt-input--locked {
|
||||
background: #fef9c3;
|
||||
color: #713f12;
|
||||
|
||||
File diff suppressed because it is too large
Load Diff
@@ -16,6 +16,7 @@ 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 DenomRow {
|
||||
denominationId: number;
|
||||
@@ -67,7 +68,7 @@ export class VaultPositionComponent implements OnInit {
|
||||
errorMsg = '';
|
||||
|
||||
ngOnInit(): void {
|
||||
const d = new Date();
|
||||
const d = businessToday();
|
||||
this.asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
|
||||
this.service
|
||||
|
||||
@@ -13,6 +13,7 @@ import { ActivatedRoute } from '@angular/router';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { catchError, of } from 'rxjs';
|
||||
import { CashierService } from '../cashier.service';
|
||||
import { businessToday } from 'app/core/utils/business-today';
|
||||
|
||||
/**
|
||||
* Which side of the register a screen shows.
|
||||
@@ -227,7 +228,7 @@ export class VoucherReportComponent implements OnInit {
|
||||
}
|
||||
|
||||
private todayIso(): string {
|
||||
const now = new Date();
|
||||
const now = businessToday();
|
||||
return `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, '0')}-${String(now.getDate()).padStart(2, '0')}`;
|
||||
}
|
||||
|
||||
|
||||
@@ -129,6 +129,31 @@
|
||||
<span>* Date of Meeting</span>
|
||||
<input type="date" [(ngModel)]="meetingDate" [disabled]="isReview" />
|
||||
</label>
|
||||
<label class="inv-form-field">
|
||||
<span>* Settlement Destination</span>
|
||||
@if (!isReview) {
|
||||
<select [ngModel]="settlementMode" (ngModelChange)="onSettlementModeChange($event)">
|
||||
<option value="SAVINGS">Member's Linked Savings Account</option>
|
||||
<option value="GL">GL Account</option>
|
||||
</select>
|
||||
} @else {
|
||||
<input
|
||||
type="text"
|
||||
[value]="reviewRequest?.settlement_mode === 'GL' ? 'GL Account' : 'Linked Savings Account'"
|
||||
readonly
|
||||
/>
|
||||
}
|
||||
</label>
|
||||
@if (!isReview && settlementMode === 'GL') {
|
||||
<label class="inv-form-field">
|
||||
<span>* Settlement GL Account</span>
|
||||
<mifosx-gl-account-selector
|
||||
[inputFormControl]="toGlAccountControl"
|
||||
[glAccountList]="glAccountsData"
|
||||
[required]="true"
|
||||
></mifosx-gl-account-selector>
|
||||
</label>
|
||||
}
|
||||
<label class="inv-form-field">
|
||||
<span>* Settlement Payment Type</span>
|
||||
@if (!isReview) {
|
||||
@@ -386,14 +411,25 @@
|
||||
<td>Date of Meeting</td>
|
||||
<td>{{ meetingDate }}</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Settlement Destination</td>
|
||||
<td>{{ settlementMode === 'GL' ? 'GL Account' : 'Linked Savings Account' }}</td>
|
||||
</tr>
|
||||
@if (settlementMode === 'GL') {
|
||||
<tr>
|
||||
<td>Settlement GL Account</td>
|
||||
<td>{{ selectedSettlementGlName }}</td>
|
||||
</tr>
|
||||
} @else {
|
||||
<tr>
|
||||
<td>Linked Savings Account</td>
|
||||
<td>{{ account?.savingsAccountNumber || 'None — settlement will not run automatically' }}</td>
|
||||
</tr>
|
||||
}
|
||||
<tr>
|
||||
<td>Settlement Payment Type</td>
|
||||
<td>{{ settlementPaymentTypeName }}</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Linked Savings Account</td>
|
||||
<td>{{ account?.savingsAccountNumber || 'None — settlement will not run automatically' }}</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
|
||||
@@ -8,7 +8,7 @@
|
||||
|
||||
import { Component, EventEmitter, Input, OnInit, Output, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { FormsModule, UntypedFormControl } from '@angular/forms';
|
||||
import { ActivatedRoute, Router, RouterModule } from '@angular/router';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
||||
@@ -19,6 +19,9 @@ import { SharesService } from '../../shares/shares.service';
|
||||
import { ClerkShareWithdrawalService } from '../../cashier/clerk-share-withdrawal.service';
|
||||
import { CashierService } from '../../cashier/cashier.service';
|
||||
import { SearchSelectComponent, SearchSelectOption } from '../../shared/search-select/search-select.component';
|
||||
import { GlAccountSelectorComponent } from '../../shared/accounting/gl-account-selector/gl-account-selector.component';
|
||||
import { AccountingService } from '../../accounting/accounting.service';
|
||||
import { GLAccount } from '../../shared/models/general.model';
|
||||
|
||||
export type ShareWdMode = 'create' | 'review';
|
||||
|
||||
@@ -51,7 +54,8 @@ interface ActivityEntry {
|
||||
RouterModule,
|
||||
MatIconModule,
|
||||
MatSnackBarModule,
|
||||
SearchSelectComponent
|
||||
SearchSelectComponent,
|
||||
GlAccountSelectorComponent
|
||||
]
|
||||
})
|
||||
export class ShareWithdrawalRequestComponent implements OnInit {
|
||||
@@ -60,6 +64,7 @@ export class ShareWithdrawalRequestComponent implements OnInit {
|
||||
private sharesService = inject(SharesService);
|
||||
private wdService = inject(ClerkShareWithdrawalService);
|
||||
private cashierService = inject(CashierService);
|
||||
private accountingService = inject(AccountingService);
|
||||
private snackBar = inject(MatSnackBar);
|
||||
|
||||
/** When embedded (e.g. opened as a popup from a list screen instead of routed to directly), mode
|
||||
@@ -91,6 +96,17 @@ export class ShareWithdrawalRequestComponent implements OnInit {
|
||||
paymentTypes: any[] = [];
|
||||
settlementPaymentTypeId: number | null = null;
|
||||
|
||||
/** Where the redeemed value goes. 'SAVINGS' (the long-standing default) credits the member's
|
||||
* linked savings account. 'GL' lets the clerk pick any postable GL account directly — same
|
||||
* option the Cashier's Transaction Entry screen already offers on its CR row, now available
|
||||
* here too so both entry points behave the same way. Naming the product's own Share Sundry GL
|
||||
* here is still fine: the backend recognises it and books straight to Sundry with no further
|
||||
* settlement leg (see ClerkShareWithdrawalRequestApiResource#submit). */
|
||||
settlementMode: 'SAVINGS' | 'GL' = 'SAVINGS';
|
||||
settlementGlAccountId: number | null = null;
|
||||
glAccountsData: GLAccount[] = [];
|
||||
toGlAccountControl = new UntypedFormControl('');
|
||||
|
||||
activityLog: ActivityEntry[] = [];
|
||||
reviewRequest: any = null;
|
||||
showRejectDialog = false;
|
||||
@@ -132,6 +148,17 @@ export class ShareWithdrawalRequestComponent implements OnInit {
|
||||
return this.selectedSettlementPaymentType?.name || '—';
|
||||
}
|
||||
|
||||
/** The chosen GL account's display name, for the confirm dialog and the checklist. Falls back to
|
||||
* the raw id while the GL account list is still loading. */
|
||||
get selectedSettlementGlName(): string {
|
||||
if (!this.settlementGlAccountId) {
|
||||
return '—';
|
||||
}
|
||||
return (
|
||||
this.glAccountsData.find((g) => g.id === this.settlementGlAccountId)?.name || `GL #${this.settlementGlAccountId}`
|
||||
);
|
||||
}
|
||||
|
||||
get isFormValid(): boolean {
|
||||
if (!this.account) return false;
|
||||
if (!this.requestedShares || this.requestedShares <= 0) return false;
|
||||
@@ -141,6 +168,7 @@ export class ShareWithdrawalRequestComponent implements OnInit {
|
||||
if (!this.resolutionNumber.trim()) return false;
|
||||
if (!this.meetingDate) return false;
|
||||
if (!this.settlementPaymentTypeId) return false;
|
||||
if (this.settlementMode === 'GL' && !this.settlementGlAccountId) return false;
|
||||
return true;
|
||||
}
|
||||
|
||||
@@ -160,11 +188,18 @@ export class ShareWithdrawalRequestComponent implements OnInit {
|
||||
pass: shares > 0 && shares <= held,
|
||||
detail: `${shares} of ${held} shares held`
|
||||
},
|
||||
{
|
||||
label: 'Linked savings account confirmed',
|
||||
pass: !!this.account?.savingsAccountNumber,
|
||||
detail: this.account?.savingsAccountNumber || 'No linked savings account — settlement cannot run automatically'
|
||||
},
|
||||
this.settlementMode === 'GL'
|
||||
? {
|
||||
label: 'Settlement GL Account selected',
|
||||
pass: !!this.settlementGlAccountId,
|
||||
detail: this.settlementGlAccountId ? this.selectedSettlementGlName : 'Missing'
|
||||
}
|
||||
: {
|
||||
label: 'Linked savings account confirmed',
|
||||
pass: !!this.account?.savingsAccountNumber,
|
||||
detail:
|
||||
this.account?.savingsAccountNumber || 'No linked savings account — settlement cannot run automatically'
|
||||
},
|
||||
{
|
||||
label: 'Settlement Payment Type selected (non-cash)',
|
||||
pass: this.settlementPaymentTypeName !== '—',
|
||||
@@ -214,11 +249,37 @@ export class ShareWithdrawalRequestComponent implements OnInit {
|
||||
.pipe(catchError(() => of([])))
|
||||
.subscribe((types: any[]) => (this.paymentTypes = types ?? []));
|
||||
|
||||
this.toGlAccountControl.valueChanges.subscribe((id: any) => {
|
||||
this.settlementGlAccountId = id ? Number(id) : null;
|
||||
});
|
||||
|
||||
if (this.requestId && this.mode === 'review') {
|
||||
this.loadReviewRequest(this.requestId);
|
||||
}
|
||||
}
|
||||
|
||||
/** Flips the settlement destination. Switching away from GL clears whatever was picked so a
|
||||
* stale GL id can never ride along on a SAVINGS submission. */
|
||||
onSettlementModeChange(mode: 'SAVINGS' | 'GL'): void {
|
||||
this.settlementMode = mode;
|
||||
if (mode === 'GL') {
|
||||
this.loadGlAccounts();
|
||||
} else {
|
||||
this.settlementGlAccountId = null;
|
||||
this.toGlAccountControl.setValue('');
|
||||
}
|
||||
}
|
||||
|
||||
/** Fetched on first use rather than with the page, since most withdrawals settle to savings. */
|
||||
private loadGlAccounts(): void {
|
||||
if (this.glAccountsData.length) {
|
||||
return;
|
||||
}
|
||||
this.accountingService.getGlAccounts().subscribe((accounts: GLAccount[]) => {
|
||||
this.glAccountsData = accounts ?? [];
|
||||
});
|
||||
}
|
||||
|
||||
onAccountSelected(accountId: string): void {
|
||||
this.selectedAccountId = accountId;
|
||||
if (!accountId) {
|
||||
@@ -246,6 +307,11 @@ export class ShareWithdrawalRequestComponent implements OnInit {
|
||||
this.resolutionNumber = req.resolution_number ?? '';
|
||||
this.meetingDate = req.meeting_date ? String(req.meeting_date).split('T')[0].split(' ')[0] : this.meetingDate;
|
||||
this.description = req.description ?? '';
|
||||
this.settlementMode = req.settlement_mode === 'GL' ? 'GL' : 'SAVINGS';
|
||||
this.settlementGlAccountId = req.settlement_gl_account_id ? Number(req.settlement_gl_account_id) : null;
|
||||
if (this.settlementMode === 'GL') {
|
||||
this.loadGlAccounts();
|
||||
}
|
||||
|
||||
if (req.activity_log) {
|
||||
try {
|
||||
@@ -289,7 +355,9 @@ export class ShareWithdrawalRequestComponent implements OnInit {
|
||||
resolutionNumber: this.resolutionNumber.trim(),
|
||||
meetingDate: this.meetingDate,
|
||||
description: this.description,
|
||||
settlementPaymentTypeId: this.settlementPaymentTypeId
|
||||
settlementPaymentTypeId: this.settlementPaymentTypeId,
|
||||
settlementMode: this.settlementMode,
|
||||
...(this.settlementMode === 'GL' ? { settlementGlAccountId: this.settlementGlAccountId } : {})
|
||||
};
|
||||
this.wdService.submit(payload).subscribe({
|
||||
next: () => {
|
||||
|
||||
+10
-1
@@ -969,6 +969,11 @@
|
||||
createClientForm.get('alternateMobileNo')?.touched
|
||||
) {
|
||||
<mat-error>Enter valid 10-digit number (starts with 6-9)</mat-error>
|
||||
} @else if (
|
||||
createClientForm.get('alternateMobileNo')?.hasError('sameAsMobile') &&
|
||||
createClientForm.get('alternateMobileNo')?.touched
|
||||
) {
|
||||
<mat-error>Alternate number can't be the same as Mobile No</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
@@ -979,7 +984,11 @@
|
||||
color="primary"
|
||||
type="button"
|
||||
class="verify-btn"
|
||||
[disabled]="readOnly || createClientForm.get('alternateMobileNo')?.value?.length !== 10"
|
||||
[disabled]="
|
||||
readOnly ||
|
||||
createClientForm.get('alternateMobileNo')?.value?.length !== 10 ||
|
||||
createClientForm.get('alternateMobileNo')?.hasError('sameAsMobile')
|
||||
"
|
||||
(click)="verifyAlternateDIP()"
|
||||
>
|
||||
<fa-icon icon="shield-alt" class="m-r-10"></fa-icon>
|
||||
|
||||
+23
-4
@@ -25,7 +25,10 @@ import {
|
||||
UntypedFormGroup,
|
||||
Validators,
|
||||
UntypedFormControl,
|
||||
ReactiveFormsModule
|
||||
ReactiveFormsModule,
|
||||
ValidatorFn,
|
||||
AbstractControl,
|
||||
ValidationErrors
|
||||
} from '@angular/forms';
|
||||
import { Subject, Subscription, merge } from 'rxjs';
|
||||
import { filter, switchMap, takeUntil } from 'rxjs/operators';
|
||||
@@ -640,8 +643,9 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
|
||||
this.createClientForm.get('degreeQualificationId')?.setValue('');
|
||||
}
|
||||
});
|
||||
// Fetch all constitution options from code ID 17
|
||||
this.clientService.getCodeValuesById(17).subscribe((options) => {
|
||||
// Constitution options by code NAME, never by id: code ids differ per tenant (on abc_bank id 17 is the empty
|
||||
// ClientClassification code and Constitution is id 24), so a hardcoded id left the dropdown empty.
|
||||
this.clientService.getCodeValuesByName('Constitution').subscribe((options) => {
|
||||
if (options?.length) {
|
||||
this.constitutionOptions = options;
|
||||
// Sort master by value length descending so longer/more-specific keys match first
|
||||
@@ -922,6 +926,16 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
|
||||
}
|
||||
}
|
||||
|
||||
/** Alternate Mobile No must differ from Mobile No — the same number saved in both fields is
|
||||
* meaningless (there's no second contact route) and the DIP checks would just repeat. */
|
||||
private notSameAsMobileNoValidator(): ValidatorFn {
|
||||
return (control: AbstractControl): ValidationErrors | null => {
|
||||
const value = control.value;
|
||||
const mobileNo = control.parent?.get('mobileNo')?.value;
|
||||
return value && mobileNo && value === mobileNo ? { sameAsMobile: true } : null;
|
||||
};
|
||||
}
|
||||
|
||||
/**
|
||||
* Creates the client form.
|
||||
*/
|
||||
@@ -961,7 +975,8 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
|
||||
'',
|
||||
[
|
||||
Validators.pattern(/^[6-9]\d{9}$/),
|
||||
Validators.maxLength(10)
|
||||
Validators.maxLength(10),
|
||||
this.notSameAsMobileNoValidator()
|
||||
]
|
||||
],
|
||||
emailAddress: [
|
||||
@@ -1334,6 +1349,10 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
|
||||
// invalid) and its own reset never had a chance to run.
|
||||
this.mobileOtpVerified = false;
|
||||
this.mobileNewOtpId = null;
|
||||
// Alternate Mobile No's "not same as Mobile No" validator reads mobileNo's current
|
||||
// value, so re-run it here too — otherwise fixing mobileNo away from a clash leaves
|
||||
// the alternate field's error stuck until the user also edits that field.
|
||||
this.createClientForm.get('alternateMobileNo')?.updateValueAndValidity({ emitEvent: false });
|
||||
});
|
||||
|
||||
this.createClientForm
|
||||
|
||||
+44
-12
@@ -221,6 +221,22 @@
|
||||
<mat-datepicker #addrIssueDatePicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
}
|
||||
<mat-form-field appearance="outline" class="addr-ff">
|
||||
<mat-label>Expiry date (optional)</mat-label>
|
||||
<span matPrefix class="addr-prefix"><mat-icon>event_busy</mat-icon></span>
|
||||
<input
|
||||
matInput
|
||||
[matDatepicker]="addrExpiryDatePicker"
|
||||
formControlName="expiryDate"
|
||||
[readonly]="readOnly || isAddressProofLinkedToKyc"
|
||||
/>
|
||||
<mat-datepicker-toggle
|
||||
matSuffix
|
||||
[for]="addrExpiryDatePicker"
|
||||
[disabled]="readOnly || isAddressProofLinkedToKyc"
|
||||
></mat-datepicker-toggle>
|
||||
<mat-datepicker #addrExpiryDatePicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<div class="addr-upload-grid" [class.addr-upload-grid--two]="selectedAddrProof.sides === 2">
|
||||
@@ -238,14 +254,18 @@
|
||||
@if (existingAddressProofDocuments.length > 0 && !addrFiles.front && readOnly) {
|
||||
<div class="addr-dropzone addr-dropzone--has addr-dropzone--locked">
|
||||
<div class="addr-dropzone__existing">
|
||||
@if (addrMergedPreview) {
|
||||
<img [src]="addrMergedPreview" alt="Saved address proof" class="addr-dropzone__thumb" />
|
||||
@if (existingAddrFrontSlotPreview) {
|
||||
<img
|
||||
[src]="existingAddrFrontSlotPreview"
|
||||
alt="Saved address proof"
|
||||
class="addr-dropzone__thumb"
|
||||
/>
|
||||
} @else {
|
||||
<mat-icon class="addr-dropzone__doc-ic">description</mat-icon>
|
||||
}
|
||||
<div class="addr-dropzone__existing-meta">
|
||||
<span class="addr-dropzone__existing-name">
|
||||
{{ existingAddressProofDocuments[0].fileName || existingAddressProofDocuments[0].name }}
|
||||
{{ existingAddrFrontSlotName }}
|
||||
</span>
|
||||
<button type="button" class="addr-dropzone__view" (click)="viewExistingAddressProof()">
|
||||
<mat-icon>visibility</mat-icon>
|
||||
@@ -278,14 +298,18 @@
|
||||
<!-- Edit mode WITH existing doc — let the user view it OR
|
||||
click anywhere to replace. -->
|
||||
<div class="addr-dropzone__existing">
|
||||
@if (addrMergedPreview) {
|
||||
<img [src]="addrMergedPreview" alt="Saved address proof" class="addr-dropzone__thumb" />
|
||||
@if (existingAddrFrontSlotPreview) {
|
||||
<img
|
||||
[src]="existingAddrFrontSlotPreview"
|
||||
alt="Saved address proof"
|
||||
class="addr-dropzone__thumb"
|
||||
/>
|
||||
} @else {
|
||||
<mat-icon class="addr-dropzone__doc-ic">description</mat-icon>
|
||||
}
|
||||
<div class="addr-dropzone__existing-meta">
|
||||
<span class="addr-dropzone__existing-name">
|
||||
{{ existingAddressProofDocuments[0].fileName || existingAddressProofDocuments[0].name }}
|
||||
{{ existingAddrFrontSlotName }}
|
||||
</span>
|
||||
<div class="addr-dropzone__existing-actions">
|
||||
<button
|
||||
@@ -327,14 +351,18 @@
|
||||
@if (existingAddressProofDocuments.length > 0 && !addrFiles.back && readOnly) {
|
||||
<div class="addr-dropzone addr-dropzone--has addr-dropzone--locked">
|
||||
<div class="addr-dropzone__existing">
|
||||
@if (addrMergedPreview) {
|
||||
<img [src]="addrMergedPreview" alt="Saved address proof" class="addr-dropzone__thumb" />
|
||||
@if (existingAddrBackSlotPreview) {
|
||||
<img
|
||||
[src]="existingAddrBackSlotPreview"
|
||||
alt="Saved address proof"
|
||||
class="addr-dropzone__thumb"
|
||||
/>
|
||||
} @else {
|
||||
<mat-icon class="addr-dropzone__doc-ic">description</mat-icon>
|
||||
}
|
||||
<div class="addr-dropzone__existing-meta">
|
||||
<span class="addr-dropzone__existing-name">
|
||||
{{ existingAddressProofDocuments[0].fileName || existingAddressProofDocuments[0].name }}
|
||||
{{ existingAddrBackSlotName }}
|
||||
</span>
|
||||
<button type="button" class="addr-dropzone__view" (click)="viewExistingAddressProof()">
|
||||
<mat-icon>visibility</mat-icon>
|
||||
@@ -367,14 +395,18 @@
|
||||
<!-- Edit mode WITH existing combined doc — same view + replace
|
||||
pattern as the front slot, anchored to the saved file. -->
|
||||
<div class="addr-dropzone__existing">
|
||||
@if (addrMergedPreview) {
|
||||
<img [src]="addrMergedPreview" alt="Saved address proof" class="addr-dropzone__thumb" />
|
||||
@if (existingAddrBackSlotPreview) {
|
||||
<img
|
||||
[src]="existingAddrBackSlotPreview"
|
||||
alt="Saved address proof"
|
||||
class="addr-dropzone__thumb"
|
||||
/>
|
||||
} @else {
|
||||
<mat-icon class="addr-dropzone__doc-ic">description</mat-icon>
|
||||
}
|
||||
<div class="addr-dropzone__existing-meta">
|
||||
<span class="addr-dropzone__existing-name">
|
||||
{{ existingAddressProofDocuments[0].fileName || existingAddressProofDocuments[0].name }}
|
||||
{{ existingAddrBackSlotName }}
|
||||
</span>
|
||||
<div class="addr-dropzone__existing-actions">
|
||||
<button
|
||||
|
||||
+103
-11
@@ -102,7 +102,8 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
||||
Validators.required
|
||||
],
|
||||
documentKey: [''],
|
||||
issueDate: ['']
|
||||
issueDate: [''],
|
||||
expiryDate: ['']
|
||||
});
|
||||
|
||||
currentForm: UntypedFormGroup = this.fb.group({
|
||||
@@ -222,6 +223,12 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
||||
size: number;
|
||||
previewUrl: string | null;
|
||||
}[] = [];
|
||||
/** Set only when the saved documents are separately-uploaded "<Proof> — Front"/"— Back"
|
||||
* files (the CKYC tab / client-kyc-step convention) rather than this component's own single
|
||||
* merged-PNG upload — lets the two slots show their own file instead of both showing
|
||||
* whichever one happened to be first. */
|
||||
private existingAddrFrontPreview: string | null = null;
|
||||
private existingAddrBackPreview: string | null = null;
|
||||
|
||||
residenceTypes = [
|
||||
'Owned',
|
||||
@@ -307,11 +314,10 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
||||
this.existingAddressProofDocuments = [];
|
||||
if (this.existingKycDocSides.front) this.existingAddressProofDocuments.push(this.existingKycDocSides.front);
|
||||
if (this.existingKycDocSides.back) this.existingAddressProofDocuments.push(this.existingKycDocSides.back);
|
||||
if (this.existingKycDocSides.front?.previewUrl) {
|
||||
this.addrMergedPreview = this.existingKycDocSides.front.previewUrl;
|
||||
} else if (this.existingKycDocSides.back?.previewUrl) {
|
||||
this.addrMergedPreview = this.existingKycDocSides.back.previewUrl;
|
||||
}
|
||||
// These already carry their own per-side preview from the KYC step's own mapping —
|
||||
// keep the two slots distinct rather than collapsing them into one shared preview.
|
||||
this.existingAddrFrontPreview = this.existingKycDocSides.front?.previewUrl || null;
|
||||
this.existingAddrBackPreview = this.existingKycDocSides.back?.previewUrl || null;
|
||||
this.existingAddressProofIdentifierId = this.existingKycIdentifierId;
|
||||
}
|
||||
} else if (this.isAddressProofLinkedToKyc) {
|
||||
@@ -327,6 +333,8 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
||||
this.currentForm.patchValue({ documentKey: '', issueDate: null });
|
||||
this.addrFiles = { front: null, back: null };
|
||||
this.addrMergedPreview = null;
|
||||
this.existingAddrFrontPreview = null;
|
||||
this.existingAddrBackPreview = null;
|
||||
}
|
||||
|
||||
/**
|
||||
@@ -356,6 +364,8 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
||||
this.addrFiles = { front: null, back: null };
|
||||
this.addrMergedFile = null;
|
||||
this.addrMergedPreview = null;
|
||||
this.existingAddrFrontPreview = null;
|
||||
this.existingAddrBackPreview = null;
|
||||
this.existingAddressProofIdentifierId = null;
|
||||
this.existingAddressProofDocuments = [];
|
||||
this.addressLoaded = false;
|
||||
@@ -488,6 +498,7 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
||||
proofId: any;
|
||||
documentKey: string;
|
||||
issueDate: string;
|
||||
expiryDate: string;
|
||||
files: { slot: string; file: File }[];
|
||||
} {
|
||||
const files: { slot: string; file: File }[] = [];
|
||||
@@ -500,11 +511,13 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
||||
}
|
||||
}
|
||||
const rawIssueDate = this.permanentForm.get('issueDate')?.value;
|
||||
const rawExpiryDate = this.permanentForm.get('expiryDate')?.value;
|
||||
return {
|
||||
proof: this.selectedAddrProof,
|
||||
proofId: this.permanentForm.get('proofId')?.value || '',
|
||||
documentKey: this.permanentForm.get('documentKey')?.value || '',
|
||||
issueDate: rawIssueDate ? this.dates.getDate(rawIssueDate) : '',
|
||||
expiryDate: rawExpiryDate ? this.dates.getDate(rawExpiryDate) : '',
|
||||
files
|
||||
};
|
||||
}
|
||||
@@ -644,7 +657,14 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
||||
this.tryLinkKycData();
|
||||
return;
|
||||
}
|
||||
const identifier = identifiers.find((i: any) => this.findMatchingProof(i?.documentType?.name));
|
||||
// Aadhaar, Passport, Voter ID and Driving Licence are valid OVDs for both this slot and
|
||||
// the separate identity-proof one (client-kyc-step) — when a client has two such
|
||||
// dual-purpose identifiers, that step always runs first and picks the OLDEST match (the
|
||||
// one on file first, historically the identity proof), so picking the NEWEST match here
|
||||
// lands this step on the other row without the two steps needing to coordinate.
|
||||
const identifier = [...identifiers]
|
||||
.sort((a: any, b: any) => (b?.id ?? 0) - (a?.id ?? 0))
|
||||
.find((i: any) => this.findMatchingProof(i?.documentType?.name));
|
||||
if (!identifier?.id) {
|
||||
this.existingAddressProofCheckComplete = true;
|
||||
this.tryLinkKycData();
|
||||
@@ -664,14 +684,19 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
||||
proofId: matchedProof.id,
|
||||
documentKey: identifier.documentKey || ''
|
||||
});
|
||||
// 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.
|
||||
// The description carries "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" when set on
|
||||
// create (see create-client.saveAddressProof / CkycTabComponent) — pull both out so the
|
||||
// form's date fields show what was previously entered. Each match stops at the next
|
||||
// comma so adding expiry after issue doesn't get swallowed into the issue-date capture.
|
||||
const desc: string = identifier.description || '';
|
||||
const issueMatch = desc.match(/Issue date:\s*(.+)$/i);
|
||||
const issueMatch = desc.match(/Issue date:\s*([^,|]+)/i);
|
||||
const expiryMatch = desc.match(/Expiry date:\s*([^,|]+)/i);
|
||||
if (issueMatch) {
|
||||
this.permanentForm.patchValue({ issueDate: this.dates.parseDate(issueMatch[1].trim()) });
|
||||
}
|
||||
if (expiryMatch) {
|
||||
this.permanentForm.patchValue({ expiryDate: this.dates.parseDate(expiryMatch[1].trim()) });
|
||||
}
|
||||
}
|
||||
|
||||
this.clientsService.getClientIdentificationDocuments(this.existingAddressProofIdentifierId).subscribe({
|
||||
@@ -685,6 +710,29 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
||||
size: d.size || 0,
|
||||
previewUrl: null as string | null
|
||||
}));
|
||||
|
||||
const sideOf = (d: { name: string; fileName: string }): 'front' | 'back' | null => {
|
||||
const text = `${d.name || ''} ${d.fileName || ''}`.toLowerCase();
|
||||
if (text.includes('back')) return 'back';
|
||||
if (text.includes('front')) return 'front';
|
||||
return null;
|
||||
};
|
||||
// Changing the document type (e.g. Aadhaar -> Passport) keeps the old front/back
|
||||
// files attached to this same identifier rather than removing them, so there can be
|
||||
// more than one "— Front"/"— Back" pair on file — sort newest-first before matching
|
||||
// or this would keep showing the very first scan ever uploaded here.
|
||||
const byNewest = [...this.existingAddressProofDocuments].sort((a, b) => Number(b.id) - Number(a.id));
|
||||
const frontDoc = byNewest.find((d) => sideOf(d) === 'front');
|
||||
const backDoc = byNewest.find((d) => sideOf(d) === 'back');
|
||||
|
||||
if (frontDoc || backDoc) {
|
||||
// Separately-uploaded front/back — each side gets its own preview.
|
||||
if (frontDoc) this.downloadAddrSidePreview(frontDoc, 'front');
|
||||
if (backDoc) this.downloadAddrSidePreview(backDoc, 'back');
|
||||
return;
|
||||
}
|
||||
|
||||
// Legacy/single-file case: one combined (or unlabelled) document covers both slots.
|
||||
const firstImage = this.existingAddressProofDocuments.find((d) =>
|
||||
(d.type || '').toLowerCase().startsWith('image/')
|
||||
);
|
||||
@@ -715,6 +763,50 @@ export class ClientIndiaAddressStepComponent implements OnInit, OnChanges {
|
||||
});
|
||||
}
|
||||
|
||||
private downloadAddrSidePreview(doc: { id: string; fileName: string; name: string }, slot: 'front' | 'back'): void {
|
||||
this.clientsService.downloadClientIdentificationDocument(this.existingAddressProofIdentifierId!, doc.id).subscribe({
|
||||
next: async (blob: any) => {
|
||||
const buffer = await blob.arrayBuffer();
|
||||
const bytes = new Uint8Array(buffer);
|
||||
let binary = '';
|
||||
for (let i = 0; i < bytes.length; i++) {
|
||||
binary += String.fromCharCode(bytes[i]);
|
||||
}
|
||||
const url = 'data:' + blob.type + ';base64,' + btoa(binary);
|
||||
if (slot === 'front') this.existingAddrFrontPreview = url;
|
||||
else this.existingAddrBackPreview = url;
|
||||
},
|
||||
error: () => {}
|
||||
});
|
||||
}
|
||||
|
||||
/** What the Front slot should show: its own saved file when front/back were uploaded
|
||||
* separately, falling back to the single combined preview for legacy/merged uploads. */
|
||||
get existingAddrFrontSlotPreview(): string | null {
|
||||
return this.existingAddrFrontPreview || this.addrMergedPreview;
|
||||
}
|
||||
|
||||
get existingAddrFrontSlotName(): string {
|
||||
const front = this.existingAddressProofDocuments.find((d) =>
|
||||
`${d.name} ${d.fileName}`.toLowerCase().includes('front')
|
||||
);
|
||||
const doc = front || this.existingAddressProofDocuments[0];
|
||||
return doc?.fileName || doc?.name || '';
|
||||
}
|
||||
|
||||
/** Same as above, for the Back slot. */
|
||||
get existingAddrBackSlotPreview(): string | null {
|
||||
return this.existingAddrBackPreview || this.addrMergedPreview;
|
||||
}
|
||||
|
||||
get existingAddrBackSlotName(): string {
|
||||
const back = this.existingAddressProofDocuments.find((d) =>
|
||||
`${d.name} ${d.fileName}`.toLowerCase().includes('back')
|
||||
);
|
||||
const doc = back || this.existingAddressProofDocuments[0];
|
||||
return doc?.fileName || doc?.name || '';
|
||||
}
|
||||
|
||||
onPinInput(tab: string) {
|
||||
const form = this.getForm(tab);
|
||||
const pin = form.get('pinCode')?.value?.replace(/\D/g, '') || '';
|
||||
|
||||
@@ -1321,6 +1321,11 @@
|
||||
kycForm.get('kycDocumentNumber')?.hasError('pattern') && kycForm.get('kycDocumentNumber')?.touched
|
||||
) {
|
||||
<mat-error>Only letters, numbers, hyphens and slashes allowed</mat-error>
|
||||
} @else if (
|
||||
kycForm.get('kycDocumentNumber')?.hasError('aadhaarLast4Mismatch') &&
|
||||
kycForm.get('kycDocumentNumber')?.touched
|
||||
) {
|
||||
<mat-error>Last 4 digits do not match the Aadhaar number entered above</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
|
||||
@@ -7,7 +7,15 @@
|
||||
*/
|
||||
|
||||
import { Component, Input, OnInit, OnChanges, OnDestroy, SimpleChanges, inject } from '@angular/core';
|
||||
import { UntypedFormBuilder, UntypedFormGroup, Validators, FormsModule } from '@angular/forms';
|
||||
import { forkJoin, catchError, of } from 'rxjs';
|
||||
import {
|
||||
UntypedFormBuilder,
|
||||
UntypedFormGroup,
|
||||
Validators,
|
||||
FormsModule,
|
||||
AbstractControl,
|
||||
ValidationErrors
|
||||
} from '@angular/forms';
|
||||
import {
|
||||
MatDialog,
|
||||
MAT_DIALOG_DATA,
|
||||
@@ -566,6 +574,28 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
||||
/** Existing signature document ID (for re-upload/delete) */
|
||||
existingSignatureDocId: string = '';
|
||||
|
||||
/**
|
||||
* Cross-field check for the OVD "Document Number" field (kycDocumentNumber): when Aadhaar Card
|
||||
* is the selected KYC document, its value must identify the same Aadhaar as the aadhaarNumber
|
||||
* field captured earlier in this step - the last 4 digits are what's compared, since
|
||||
* aadhaarNumber may hold either the raw 12-digit number or a masked value (masking only ever
|
||||
* obscures the first 8 digits - see aadhaarMasked in the kycData getter below - so the last 4
|
||||
* characters are always the real digits either way). Not applicable to any other document type,
|
||||
* where kycDocumentNumber is unrelated to Aadhaar entirely.
|
||||
*/
|
||||
private aadhaarLast4MatchValidator = (control: AbstractControl): ValidationErrors | null => {
|
||||
if (this.selectedKycDoc?.code !== 'AADHAAR') {
|
||||
return null;
|
||||
}
|
||||
const docNumber = (control.value || '').toString().trim();
|
||||
const aadhaarValue = (control.parent?.get('aadhaarNumber')?.value || '').toString().trim();
|
||||
if (docNumber.length < 4 || aadhaarValue.length < 4) {
|
||||
// Required/pattern validators already flag an empty or too-short value on their own.
|
||||
return null;
|
||||
}
|
||||
return docNumber.slice(-4) === aadhaarValue.slice(-4) ? null : { aadhaarLast4Mismatch: true };
|
||||
};
|
||||
|
||||
/** KYC Form */
|
||||
kycForm: UntypedFormGroup = this.formBuilder.group({
|
||||
hasPan: [true],
|
||||
@@ -615,7 +645,8 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
||||
[
|
||||
Validators.required,
|
||||
Validators.pattern(/^[A-Za-z0-9\-\/\s]+$/),
|
||||
Validators.maxLength(30)
|
||||
Validators.maxLength(30),
|
||||
this.aadhaarLast4MatchValidator
|
||||
]
|
||||
],
|
||||
kycDocIssueDate: [''],
|
||||
@@ -738,6 +769,14 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
||||
this.kycForm.get('ecgcSalFlag')?.disable();
|
||||
this.kycForm.get('dormantFlag')?.disable();
|
||||
}
|
||||
|
||||
// aadhaarLast4MatchValidator (on kycDocumentNumber) reads this control's value directly rather
|
||||
// than through its own valueChanges, so a re-check has to be triggered explicitly whenever the
|
||||
// Aadhaar field itself changes - otherwise fixing aadhaarNumber after kycDocumentNumber was
|
||||
// already entered would leave a stale mismatch error in place.
|
||||
this.kycForm.get('aadhaarNumber')?.valueChanges.subscribe(() => {
|
||||
this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
|
||||
});
|
||||
}
|
||||
|
||||
/** Seed the document-type picker from defaults (entity RBI docs vs. individual OVDs,
|
||||
@@ -1008,6 +1047,9 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
||||
// Reset uploads + merged preview when document type changes
|
||||
this.kycDocFiles = { front: null, back: null };
|
||||
this.kycDocMergedPreview = null;
|
||||
// aadhaarLast4MatchValidator only applies while Aadhaar Card is selected - re-check so switching
|
||||
// to/away from it immediately picks up (or clears) the mismatch error.
|
||||
this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
|
||||
}
|
||||
|
||||
isKycDocSelected(proof: ProofType): boolean {
|
||||
@@ -1188,6 +1230,9 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
||||
// Sync chip-picker selection with the prefilled document name
|
||||
if (data.kycDocumentName) {
|
||||
this.selectedKycDoc = this.findKycDocProofByName(data.kycDocumentName);
|
||||
// patchValue above ran kycDocumentNumber's validators before selectedKycDoc was known,
|
||||
// so aadhaarLast4MatchValidator needs a fresh check now that it is.
|
||||
this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
|
||||
}
|
||||
// Set verification statuses from existing data
|
||||
if (data.panVerified) {
|
||||
@@ -1266,8 +1311,14 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
||||
this.loadExistingKycIdentifier(data?.kycDocumentName);
|
||||
},
|
||||
error: () => {
|
||||
// No existing KYC — that's fine for new clients
|
||||
// No m_client_kyc row yet (e.g. CERSAI sync hasn't run) — that's fine, but the client
|
||||
// can still have a KYC-type identifier already on file (uploaded via the CKYC tab,
|
||||
// which writes straight to client_identifier and never touches this record). Look it
|
||||
// up the same way the success branch does, just without a document-name hint.
|
||||
this.kycLoaded = true;
|
||||
this.loadExistingPhoto();
|
||||
this.loadExistingSignature();
|
||||
this.loadExistingKycIdentifier(undefined);
|
||||
}
|
||||
});
|
||||
}
|
||||
@@ -1283,8 +1334,13 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
||||
*/
|
||||
private loadExistingKycIdentifier(kycDocumentName: string | undefined): void {
|
||||
if (!this.clientId) return;
|
||||
this.clientsService.getClientIdentifiers(this.clientId).subscribe({
|
||||
next: (identifiers: any[]) => {
|
||||
forkJoin({
|
||||
identifiers: this.clientsService.getClientIdentifiers(this.clientId),
|
||||
// Only needed to spot the dual-purpose OVD types (Aadhaar/Passport/Voter ID/Driving
|
||||
// Licence) below — a failure here just means that disambiguation step is skipped.
|
||||
proofTypes: this.clientsService.getKycProofTypes().pipe(catchError(() => of({ addressProofs: [] })))
|
||||
}).subscribe({
|
||||
next: ({ identifiers, proofTypes }: { identifiers: any[]; proofTypes: any }) => {
|
||||
if (!identifiers || identifiers.length === 0) return;
|
||||
const cleanStr = (s: string) => (s || '').toLowerCase().replace(/[^a-z0-9]/g, '');
|
||||
const isKycType = (i: any) => {
|
||||
@@ -1297,6 +1353,13 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
||||
})
|
||||
);
|
||||
};
|
||||
// Aadhaar, Passport, Voter ID and Driving Licence are valid OVDs for BOTH this slot and
|
||||
// the separate address-proof one (client-india-address-step) — a client with, say, a PAN
|
||||
// identity proof and an Aadhaar address proof has two client_identifier rows that both
|
||||
// pass isKycType. Without a name to go on, prefer whichever candidate is NOT also an
|
||||
// address-proof type, so this slot doesn't grab the other step's file.
|
||||
const addressTypeNames = new Set<string>((proofTypes?.addressProofs || []).map((p: any) => cleanStr(p?.name)));
|
||||
const isAddressType = (i: any) => addressTypeNames.has(cleanStr(i?.documentType?.name));
|
||||
// Re-uploading a KYC document creates a new identifier row rather than updating the
|
||||
// old one in place (same pattern as OVD identifiers), so sort newest-first before
|
||||
// picking — otherwise a repeat upload of the same document type would keep showing
|
||||
@@ -1311,7 +1374,15 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
||||
return name === kName || name.includes(kName) || kName.includes(name);
|
||||
})
|
||||
: null;
|
||||
const identifier = match || sorted.find(isKycType);
|
||||
// Last resort, when EVERY kyc-type candidate is also address-eligible (e.g. a client
|
||||
// whose identity proof and address proof are both Aadhaar/Passport/Voter ID/Driving
|
||||
// Licence): this stepper always runs before the address step in both the create and
|
||||
// edit wizards, so the identity proof is the one that was on file first — pick the
|
||||
// OLDEST match here, and the address step (client-india-address-step) picks the NEWEST
|
||||
// among ITS own address-eligible candidates, so the two steps land on different rows
|
||||
// without needing to coordinate at runtime.
|
||||
const identifier =
|
||||
match || sorted.find((i) => isKycType(i) && !isAddressType(i)) || [...sorted].reverse().find(isKycType);
|
||||
if (!identifier?.id) return;
|
||||
|
||||
this.existingKycIdentifierId = identifier.id.toString();
|
||||
@@ -1327,6 +1398,19 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
|
||||
kycDocumentNumber: identifier.documentKey || ''
|
||||
});
|
||||
}
|
||||
// Same for issue/expiry date — the CKYC tab (and client-india-address-step, for address
|
||||
// proof) write "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" into the identifier's
|
||||
// description; read it back here only to fill in whatever the KYC record itself doesn't
|
||||
// already have, same as the documentKey backfill above.
|
||||
const desc: string = identifier?.description || '';
|
||||
const issueMatch = desc.match(/Issue date:\s*([^,|]+)/i);
|
||||
const expiryMatch = desc.match(/Expiry date:\s*([^,|]+)/i);
|
||||
if (issueMatch && !this.kycForm.get('kycDocIssueDate')?.value) {
|
||||
this.kycForm.patchValue({ kycDocIssueDate: this.parseApiDate(issueMatch[1].trim()) });
|
||||
}
|
||||
if (expiryMatch && !this.kycForm.get('kycDocExpiryDate')?.value) {
|
||||
this.kycForm.patchValue({ kycDocExpiryDate: this.parseApiDate(expiryMatch[1].trim()) });
|
||||
}
|
||||
|
||||
this.clientsService.getClientIdentificationDocuments(this.existingKycIdentifierId).subscribe({
|
||||
next: (docs: any[]) => {
|
||||
|
||||
@@ -61,6 +61,7 @@ import { KycTabComponent } from './clients-view/kyc-tab/kyc-tab.component';
|
||||
import { CkycTabComponent } from './clients-view/ckyc-tab/ckyc-tab.component';
|
||||
import { Form60TabComponent } from './clients-view/form60-tab/form60-tab.component';
|
||||
import { Form121TabComponent } from './clients-view/form121-tab/form121-tab.component';
|
||||
import { tdsConfigResolver } from '../letter-mgmt/certificates/form-15gh/tds-config.service';
|
||||
import { EntityClassificationTabComponent } from './clients-view/entity-classification-tab/entity-classification-tab.component';
|
||||
import { AuthorizedSignatoriesTabComponent } from './clients-view/authorized-signatories-tab/authorized-signatories-tab.component';
|
||||
import { familyAllowedGuard, nomineeAllowedGuard } from './utils/family-nominee.guard';
|
||||
@@ -198,6 +199,7 @@ const routes: Routes = [
|
||||
{
|
||||
path: 'form121',
|
||||
component: Form121TabComponent,
|
||||
resolve: { tdsConfig: tdsConfigResolver },
|
||||
data: { title: 'Form 121 / TDS', breadcrumb: 'Form 121 / TDS', routeParamBreadcrumb: false }
|
||||
},
|
||||
{
|
||||
|
||||
@@ -187,124 +187,6 @@
|
||||
}
|
||||
|
||||
<div class="ckyc-upload-grid">
|
||||
<!-- ID Proof Document -->
|
||||
<mat-card class="ckyc-upload-card">
|
||||
<mat-card-content>
|
||||
<div class="ckyc-upload-header">
|
||||
<mat-icon class="ckyc-upload-icon">badge</mat-icon>
|
||||
<span>{{ 'labels.inputs.ID Proof Document' | translate }}</span>
|
||||
</div>
|
||||
|
||||
@if (existing.ID_PROOF.present) {
|
||||
<div class="ckyc-existing">
|
||||
<div class="ckyc-existing__head">
|
||||
<fa-icon icon="check-circle" class="ckyc-existing__ok"></fa-icon>
|
||||
<div>
|
||||
<strong>Already available</strong>
|
||||
<span class="ckyc-existing__source">from {{ existing.ID_PROOF.source }}</span>
|
||||
@if (existing.ID_PROOF.previewUnavailable) {
|
||||
<span class="ckyc-existing__warn">stored file unavailable</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
@if (existing.ID_PROOF.previewUrl && isImage('ID_PROOF')) {
|
||||
<img [src]="existing.ID_PROOF.previewUrl" alt="ID proof" class="ckyc-existing__thumb" />
|
||||
}
|
||||
@if (existing.ID_PROOF.previewUrl) {
|
||||
<button mat-stroked-button type="button" class="ckyc-existing__view" (click)="openDocument('ID_PROOF')">
|
||||
<fa-icon icon="eye"></fa-icon>
|
||||
View document
|
||||
</button>
|
||||
}
|
||||
<div class="ckyc-existing__meta">
|
||||
<fa-icon icon="file-alt"></fa-icon>
|
||||
<span>{{ existing.ID_PROOF.name }}</span>
|
||||
@if (existing.ID_PROOF.documentKey) {
|
||||
<span class="ckyc-existing__key">{{ existing.ID_PROOF.documentKey }}</span>
|
||||
}
|
||||
@if (existing.ID_PROOF.fileCount && existing.ID_PROOF.fileCount > 0) {
|
||||
<span class="ckyc-existing__count">
|
||||
{{ existing.ID_PROOF.fileCount }}
|
||||
{{ existing.ID_PROOF.fileCount === 1 ? 'file' : 'files' }}
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
<button
|
||||
mat-stroked-button
|
||||
type="button"
|
||||
class="ckyc-existing__replace"
|
||||
(click)="toggleReplace('ID_PROOF')"
|
||||
>
|
||||
<fa-icon [icon]="existing.ID_PROOF.expanded ? 'times' : 'upload'"></fa-icon>
|
||||
{{ existing.ID_PROOF.expanded ? 'Cancel replace' : 'Upload new version' }}
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!existing.ID_PROOF.present || existing.ID_PROOF.expanded) {
|
||||
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG, PDF</p>
|
||||
<div class="ckyc-file-row">
|
||||
<input
|
||||
type="file"
|
||||
#idProofInput
|
||||
accept=".png,.jpeg,.jpg,.pdf"
|
||||
(change)="onFileSelect($event, 'ID_PROOF')"
|
||||
[style.display]="'none'"
|
||||
/>
|
||||
<mat-form-field appearance="outline" class="ckyc-file-name-field">
|
||||
<input
|
||||
matInput
|
||||
[readonly]="true"
|
||||
[value]="idProofFile?.name || ''"
|
||||
[placeholder]="'labels.text.NoFileSelected' | translate"
|
||||
/>
|
||||
</mat-form-field>
|
||||
<button mat-stroked-button type="button" (click)="idProofInput.click()">
|
||||
<fa-icon icon="folder-open" size="lg"></fa-icon>
|
||||
{{ 'labels.buttons.Browse' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
<button
|
||||
mat-raised-button
|
||||
color="primary"
|
||||
type="button"
|
||||
[disabled]="!idProofFile || uploading['ID_PROOF']"
|
||||
(click)="uploadDocument('ID_PROOF')"
|
||||
>
|
||||
@if (uploading['ID_PROOF']) {
|
||||
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
||||
} @else {
|
||||
{{ 'labels.buttons.Upload' | translate }}
|
||||
}
|
||||
</button>
|
||||
@if (uploadErrors['ID_PROOF']) {
|
||||
<div class="ckyc-upload-error">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<span>{{ uploadErrors['ID_PROOF'] }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (uploadResponses['ID_PROOF']) {
|
||||
<div class="ckyc-upload-response">
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Status' | translate }}:</b> {{ uploadResponses['ID_PROOF'].status }}
|
||||
</p>
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Request ID' | translate }}:</b> {{ uploadResponses['ID_PROOF'].requestId }}
|
||||
</p>
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Acknowledgement Number' | translate }}:</b>
|
||||
{{ uploadResponses['ID_PROOF'].acknowledgementNumber }}
|
||||
</p>
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Processing Status' | translate }}:</b>
|
||||
{{ uploadResponses['ID_PROOF'].processingStatus }}
|
||||
</p>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</mat-card-content>
|
||||
</mat-card>
|
||||
|
||||
<!-- Address Proof Document -->
|
||||
<mat-card class="ckyc-upload-card">
|
||||
<mat-card-content>
|
||||
@@ -325,8 +207,25 @@
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
@if (existing.ADDRESS_PROOF.previewUrl && isImage('ADDRESS_PROOF')) {
|
||||
<img [src]="existing.ADDRESS_PROOF.previewUrl" alt="Address proof" class="ckyc-existing__thumb" />
|
||||
@if (
|
||||
(existing.ADDRESS_PROOF.previewUrl || existing.ADDRESS_PROOF.previewUrlBack) && isImage('ADDRESS_PROOF')
|
||||
) {
|
||||
<div class="ckyc-existing__thumbs">
|
||||
@if (existing.ADDRESS_PROOF.previewUrl) {
|
||||
<img
|
||||
[src]="existing.ADDRESS_PROOF.previewUrl"
|
||||
alt="Address proof scan - front"
|
||||
class="ckyc-existing__thumb"
|
||||
/>
|
||||
}
|
||||
@if (existing.ADDRESS_PROOF.previewUrlBack) {
|
||||
<img
|
||||
[src]="existing.ADDRESS_PROOF.previewUrlBack"
|
||||
alt="Address proof scan - back"
|
||||
class="ckyc-existing__thumb"
|
||||
/>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
@if (existing.ADDRESS_PROOF.previewUrl) {
|
||||
<button
|
||||
@@ -352,78 +251,51 @@
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
@if (cardDate('ADDRESS_PROOF', 'issue') || cardDate('ADDRESS_PROOF', 'expiry')) {
|
||||
<div class="ckyc-existing__dates">
|
||||
@if (cardDate('ADDRESS_PROOF', 'issue')) {
|
||||
<span
|
||||
><fa-icon icon="calendar-check"></fa-icon> Issued {{ cardDate('ADDRESS_PROOF', 'issue') }}</span
|
||||
>
|
||||
}
|
||||
@if (cardDate('ADDRESS_PROOF', 'expiry')) {
|
||||
<span
|
||||
><fa-icon icon="calendar-check"></fa-icon> Expires {{ cardDate('ADDRESS_PROOF', 'expiry') }}</span
|
||||
>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
<button
|
||||
mat-stroked-button
|
||||
type="button"
|
||||
class="ckyc-existing__replace"
|
||||
(click)="toggleReplace('ADDRESS_PROOF')"
|
||||
(click)="openUploadDialog('ADDRESS_PROOF')"
|
||||
>
|
||||
<fa-icon [icon]="existing.ADDRESS_PROOF.expanded ? 'times' : 'upload'"></fa-icon>
|
||||
{{ existing.ADDRESS_PROOF.expanded ? 'Cancel replace' : 'Upload new version' }}
|
||||
<fa-icon icon="upload"></fa-icon>
|
||||
Upload new version
|
||||
</button>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="ckyc-missing">
|
||||
<p class="ckyc-upload-hint">Not uploaded yet. Accepted formats: PNG, JPEG, JPG, PDF</p>
|
||||
<button mat-raised-button color="primary" type="button" (click)="openUploadDialog('ADDRESS_PROOF')">
|
||||
<fa-icon icon="upload"></fa-icon>
|
||||
{{ 'labels.buttons.Upload' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!existing.ADDRESS_PROOF.present || existing.ADDRESS_PROOF.expanded) {
|
||||
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG, PDF</p>
|
||||
<div class="ckyc-file-row">
|
||||
<input
|
||||
type="file"
|
||||
#addressProofInput
|
||||
accept=".png,.jpeg,.jpg,.pdf"
|
||||
(change)="onFileSelect($event, 'ADDRESS_PROOF')"
|
||||
[style.display]="'none'"
|
||||
/>
|
||||
<mat-form-field appearance="outline" class="ckyc-file-name-field">
|
||||
<input
|
||||
matInput
|
||||
[readonly]="true"
|
||||
[value]="addressProofFile?.name || ''"
|
||||
[placeholder]="'labels.text.NoFileSelected' | translate"
|
||||
/>
|
||||
</mat-form-field>
|
||||
<button mat-stroked-button type="button" (click)="addressProofInput.click()">
|
||||
<fa-icon icon="folder-open" size="lg"></fa-icon>
|
||||
{{ 'labels.buttons.Browse' | translate }}
|
||||
</button>
|
||||
@if (uploading['ADDRESS_PROOF']) {
|
||||
<div class="ckyc-uploading">
|
||||
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
||||
<span>Uploading…</span>
|
||||
</div>
|
||||
}
|
||||
@if (uploadErrors['ADDRESS_PROOF']) {
|
||||
<div class="ckyc-upload-error">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<span>{{ uploadErrors['ADDRESS_PROOF'] }}</span>
|
||||
</div>
|
||||
<button
|
||||
mat-raised-button
|
||||
color="primary"
|
||||
type="button"
|
||||
[disabled]="!addressProofFile || uploading['ADDRESS_PROOF']"
|
||||
(click)="uploadDocument('ADDRESS_PROOF')"
|
||||
>
|
||||
@if (uploading['ADDRESS_PROOF']) {
|
||||
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
||||
} @else {
|
||||
{{ 'labels.buttons.Upload' | translate }}
|
||||
}
|
||||
</button>
|
||||
@if (uploadErrors['ADDRESS_PROOF']) {
|
||||
<div class="ckyc-upload-error">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<span>{{ uploadErrors['ADDRESS_PROOF'] }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (uploadResponses['ADDRESS_PROOF']) {
|
||||
<div class="ckyc-upload-response">
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Status' | translate }}:</b> {{ uploadResponses['ADDRESS_PROOF'].status }}
|
||||
</p>
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Request ID' | translate }}:</b> {{ uploadResponses['ADDRESS_PROOF'].requestId }}
|
||||
</p>
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Acknowledgement Number' | translate }}:</b>
|
||||
{{ uploadResponses['ADDRESS_PROOF'].acknowledgementNumber }}
|
||||
</p>
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Processing Status' | translate }}:</b>
|
||||
{{ uploadResponses['ADDRESS_PROOF'].processingStatus }}
|
||||
</p>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</mat-card-content>
|
||||
</mat-card>
|
||||
@@ -448,8 +320,23 @@
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
@if (existing.PHOTO_PROOF.previewUrl && isImage('PHOTO_PROOF')) {
|
||||
<img [src]="existing.PHOTO_PROOF.previewUrl" alt="Photo proof" class="ckyc-existing__thumb" />
|
||||
@if ((existing.PHOTO_PROOF.previewUrl || existing.PHOTO_PROOF.previewUrlBack) && isImage('PHOTO_PROOF')) {
|
||||
<div class="ckyc-existing__thumbs">
|
||||
@if (existing.PHOTO_PROOF.previewUrl) {
|
||||
<img
|
||||
[src]="existing.PHOTO_PROOF.previewUrl"
|
||||
alt="ID proof scan - front"
|
||||
class="ckyc-existing__thumb"
|
||||
/>
|
||||
}
|
||||
@if (existing.PHOTO_PROOF.previewUrlBack) {
|
||||
<img
|
||||
[src]="existing.PHOTO_PROOF.previewUrlBack"
|
||||
alt="ID proof scan - back"
|
||||
class="ckyc-existing__thumb"
|
||||
/>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
@if (existing.PHOTO_PROOF.previewUrl) {
|
||||
<button
|
||||
@@ -474,78 +361,49 @@
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
@if (cardDate('PHOTO_PROOF', 'issue') || cardDate('PHOTO_PROOF', 'expiry')) {
|
||||
<div class="ckyc-existing__dates">
|
||||
@if (cardDate('PHOTO_PROOF', 'issue')) {
|
||||
<span><fa-icon icon="calendar-check"></fa-icon> Issued {{ cardDate('PHOTO_PROOF', 'issue') }}</span>
|
||||
}
|
||||
@if (cardDate('PHOTO_PROOF', 'expiry')) {
|
||||
<span
|
||||
><fa-icon icon="calendar-check"></fa-icon> Expires {{ cardDate('PHOTO_PROOF', 'expiry') }}</span
|
||||
>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
<button
|
||||
mat-stroked-button
|
||||
type="button"
|
||||
class="ckyc-existing__replace"
|
||||
(click)="toggleReplace('PHOTO_PROOF')"
|
||||
(click)="openUploadDialog('PHOTO_PROOF')"
|
||||
>
|
||||
<fa-icon [icon]="existing.PHOTO_PROOF.expanded ? 'times' : 'upload'"></fa-icon>
|
||||
{{ existing.PHOTO_PROOF.expanded ? 'Cancel replace' : 'Upload new version' }}
|
||||
<fa-icon icon="upload"></fa-icon>
|
||||
Upload new version
|
||||
</button>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="ckyc-missing">
|
||||
<p class="ckyc-upload-hint">Not uploaded yet. Accepted formats: PNG, JPEG, JPG, PDF</p>
|
||||
<button mat-raised-button color="primary" type="button" (click)="openUploadDialog('PHOTO_PROOF')">
|
||||
<fa-icon icon="upload"></fa-icon>
|
||||
{{ 'labels.buttons.Upload' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!existing.PHOTO_PROOF.present || existing.PHOTO_PROOF.expanded) {
|
||||
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG, PDF</p>
|
||||
<div class="ckyc-file-row">
|
||||
<input
|
||||
type="file"
|
||||
#photoProofInput
|
||||
accept=".png,.jpeg,.jpg,.pdf"
|
||||
(change)="onFileSelect($event, 'PHOTO_PROOF')"
|
||||
[style.display]="'none'"
|
||||
/>
|
||||
<mat-form-field appearance="outline" class="ckyc-file-name-field">
|
||||
<input
|
||||
matInput
|
||||
[readonly]="true"
|
||||
[value]="photoProofFile?.name || ''"
|
||||
[placeholder]="'labels.text.NoFileSelected' | translate"
|
||||
/>
|
||||
</mat-form-field>
|
||||
<button mat-stroked-button type="button" (click)="photoProofInput.click()">
|
||||
<fa-icon icon="folder-open" size="lg"></fa-icon>
|
||||
{{ 'labels.buttons.Browse' | translate }}
|
||||
</button>
|
||||
@if (uploading['PHOTO_PROOF']) {
|
||||
<div class="ckyc-uploading">
|
||||
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
||||
<span>Uploading…</span>
|
||||
</div>
|
||||
}
|
||||
@if (uploadErrors['PHOTO_PROOF']) {
|
||||
<div class="ckyc-upload-error">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<span>{{ uploadErrors['PHOTO_PROOF'] }}</span>
|
||||
</div>
|
||||
<button
|
||||
mat-raised-button
|
||||
color="primary"
|
||||
type="button"
|
||||
[disabled]="!photoProofFile || uploading['PHOTO_PROOF']"
|
||||
(click)="uploadDocument('PHOTO_PROOF')"
|
||||
>
|
||||
@if (uploading['PHOTO_PROOF']) {
|
||||
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
||||
} @else {
|
||||
{{ 'labels.buttons.Upload' | translate }}
|
||||
}
|
||||
</button>
|
||||
@if (uploadErrors['PHOTO_PROOF']) {
|
||||
<div class="ckyc-upload-error">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<span>{{ uploadErrors['PHOTO_PROOF'] }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (uploadResponses['PHOTO_PROOF']) {
|
||||
<div class="ckyc-upload-response">
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Status' | translate }}:</b> {{ uploadResponses['PHOTO_PROOF'].status }}
|
||||
</p>
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Request ID' | translate }}:</b> {{ uploadResponses['PHOTO_PROOF'].requestId }}
|
||||
</p>
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Acknowledgement Number' | translate }}:</b>
|
||||
{{ uploadResponses['PHOTO_PROOF'].acknowledgementNumber }}
|
||||
</p>
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Processing Status' | translate }}:</b>
|
||||
{{ uploadResponses['PHOTO_PROOF'].processingStatus }}
|
||||
</p>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</mat-card-content>
|
||||
</mat-card>
|
||||
@@ -570,8 +428,10 @@
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
@if (existing.CLIENT_IMAGE.previewUrl) {
|
||||
@if (existing.CLIENT_IMAGE.previewUrl && isImage('CLIENT_IMAGE')) {
|
||||
<img [src]="existing.CLIENT_IMAGE.previewUrl" alt="Client photo" class="ckyc-existing__thumb" />
|
||||
}
|
||||
@if (existing.CLIENT_IMAGE.previewUrl) {
|
||||
<button
|
||||
mat-stroked-button
|
||||
type="button"
|
||||
@@ -586,74 +446,33 @@
|
||||
mat-stroked-button
|
||||
type="button"
|
||||
class="ckyc-existing__replace"
|
||||
(click)="toggleReplace('CLIENT_IMAGE')"
|
||||
(click)="openUploadDialog('CLIENT_IMAGE')"
|
||||
>
|
||||
<fa-icon [icon]="existing.CLIENT_IMAGE.expanded ? 'times' : 'upload'"></fa-icon>
|
||||
{{ existing.CLIENT_IMAGE.expanded ? 'Cancel replace' : 'Upload new version' }}
|
||||
<fa-icon icon="upload"></fa-icon>
|
||||
Upload new version
|
||||
</button>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="ckyc-missing">
|
||||
<p class="ckyc-upload-hint">Not uploaded yet. Accepted formats: PNG, JPEG, JPG</p>
|
||||
<button mat-raised-button color="primary" type="button" (click)="openUploadDialog('CLIENT_IMAGE')">
|
||||
<fa-icon icon="upload"></fa-icon>
|
||||
{{ 'labels.buttons.Upload' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!existing.CLIENT_IMAGE.present || existing.CLIENT_IMAGE.expanded) {
|
||||
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG</p>
|
||||
<div class="ckyc-file-row">
|
||||
<input
|
||||
type="file"
|
||||
#clientImageInput
|
||||
accept=".png,.jpeg,.jpg"
|
||||
(change)="onFileSelect($event, 'CLIENT_IMAGE')"
|
||||
[style.display]="'none'"
|
||||
/>
|
||||
<mat-form-field appearance="outline" class="ckyc-file-name-field">
|
||||
<input
|
||||
matInput
|
||||
[readonly]="true"
|
||||
[value]="clientImageFile?.name || ''"
|
||||
[placeholder]="'labels.text.NoFileSelected' | translate"
|
||||
/>
|
||||
</mat-form-field>
|
||||
<button mat-stroked-button type="button" (click)="clientImageInput.click()">
|
||||
<fa-icon icon="folder-open" size="lg"></fa-icon>
|
||||
{{ 'labels.buttons.Browse' | translate }}
|
||||
</button>
|
||||
@if (uploading['CLIENT_IMAGE']) {
|
||||
<div class="ckyc-uploading">
|
||||
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
||||
<span>Uploading…</span>
|
||||
</div>
|
||||
}
|
||||
@if (uploadErrors['CLIENT_IMAGE']) {
|
||||
<div class="ckyc-upload-error">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<span>{{ uploadErrors['CLIENT_IMAGE'] }}</span>
|
||||
</div>
|
||||
<button
|
||||
mat-raised-button
|
||||
color="primary"
|
||||
type="button"
|
||||
[disabled]="!clientImageFile || uploading['CLIENT_IMAGE']"
|
||||
(click)="uploadDocument('CLIENT_IMAGE')"
|
||||
>
|
||||
@if (uploading['CLIENT_IMAGE']) {
|
||||
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
||||
} @else {
|
||||
{{ 'labels.buttons.Upload' | translate }}
|
||||
}
|
||||
</button>
|
||||
@if (uploadErrors['CLIENT_IMAGE']) {
|
||||
<div class="ckyc-upload-error">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<span>{{ uploadErrors['CLIENT_IMAGE'] }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (uploadResponses['CLIENT_IMAGE']) {
|
||||
<div class="ckyc-upload-response">
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Status' | translate }}:</b> {{ uploadResponses['CLIENT_IMAGE'].status }}
|
||||
</p>
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Request ID' | translate }}:</b> {{ uploadResponses['CLIENT_IMAGE'].requestId }}
|
||||
</p>
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Acknowledgement Number' | translate }}:</b>
|
||||
{{ uploadResponses['CLIENT_IMAGE'].acknowledgementNumber }}
|
||||
</p>
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Processing Status' | translate }}:</b>
|
||||
{{ uploadResponses['CLIENT_IMAGE'].processingStatus }}
|
||||
</p>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</mat-card-content>
|
||||
</mat-card>
|
||||
@@ -678,7 +497,7 @@
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
@if (existing.CLIENT_SIGNATURE.previewUrl) {
|
||||
@if (existing.CLIENT_SIGNATURE.previewUrl && isImage('CLIENT_SIGNATURE')) {
|
||||
<img
|
||||
[src]="existing.CLIENT_SIGNATURE.previewUrl"
|
||||
alt="Client signature"
|
||||
@@ -704,75 +523,33 @@
|
||||
mat-stroked-button
|
||||
type="button"
|
||||
class="ckyc-existing__replace"
|
||||
(click)="toggleReplace('CLIENT_SIGNATURE')"
|
||||
(click)="openUploadDialog('CLIENT_SIGNATURE')"
|
||||
>
|
||||
<fa-icon [icon]="existing.CLIENT_SIGNATURE.expanded ? 'times' : 'upload'"></fa-icon>
|
||||
{{ existing.CLIENT_SIGNATURE.expanded ? 'Cancel replace' : 'Upload new version' }}
|
||||
<fa-icon icon="upload"></fa-icon>
|
||||
Upload new version
|
||||
</button>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="ckyc-missing">
|
||||
<p class="ckyc-upload-hint">Not uploaded yet. Accepted formats: PNG, JPEG, JPG</p>
|
||||
<button mat-raised-button color="primary" type="button" (click)="openUploadDialog('CLIENT_SIGNATURE')">
|
||||
<fa-icon icon="upload"></fa-icon>
|
||||
{{ 'labels.buttons.Upload' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!existing.CLIENT_SIGNATURE.present || existing.CLIENT_SIGNATURE.expanded) {
|
||||
<p class="ckyc-upload-hint">{{ 'labels.inputs.Accepted formats' | translate }}: PNG, JPEG, JPG</p>
|
||||
<div class="ckyc-file-row">
|
||||
<input
|
||||
type="file"
|
||||
#clientSignatureInput
|
||||
accept=".png,.jpeg,.jpg"
|
||||
(change)="onFileSelect($event, 'CLIENT_SIGNATURE')"
|
||||
[style.display]="'none'"
|
||||
/>
|
||||
<mat-form-field appearance="outline" class="ckyc-file-name-field">
|
||||
<input
|
||||
matInput
|
||||
[readonly]="true"
|
||||
[value]="clientSignatureFile?.name || ''"
|
||||
[placeholder]="'labels.text.NoFileSelected' | translate"
|
||||
/>
|
||||
</mat-form-field>
|
||||
<button mat-stroked-button type="button" (click)="clientSignatureInput.click()">
|
||||
<fa-icon icon="folder-open" size="lg"></fa-icon>
|
||||
{{ 'labels.buttons.Browse' | translate }}
|
||||
</button>
|
||||
@if (uploading['CLIENT_SIGNATURE']) {
|
||||
<div class="ckyc-uploading">
|
||||
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
||||
<span>Uploading…</span>
|
||||
</div>
|
||||
}
|
||||
@if (uploadErrors['CLIENT_SIGNATURE']) {
|
||||
<div class="ckyc-upload-error">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<span>{{ uploadErrors['CLIENT_SIGNATURE'] }}</span>
|
||||
</div>
|
||||
<button
|
||||
mat-raised-button
|
||||
color="primary"
|
||||
type="button"
|
||||
[disabled]="!clientSignatureFile || uploading['CLIENT_SIGNATURE']"
|
||||
(click)="uploadDocument('CLIENT_SIGNATURE')"
|
||||
>
|
||||
@if (uploading['CLIENT_SIGNATURE']) {
|
||||
<mat-progress-spinner diameter="18" mode="indeterminate"></mat-progress-spinner>
|
||||
} @else {
|
||||
{{ 'labels.buttons.Upload' | translate }}
|
||||
}
|
||||
</button>
|
||||
@if (uploadErrors['CLIENT_SIGNATURE']) {
|
||||
<div class="ckyc-upload-error">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<span>{{ uploadErrors['CLIENT_SIGNATURE'] }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (uploadResponses['CLIENT_SIGNATURE']) {
|
||||
<div class="ckyc-upload-response">
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Status' | translate }}:</b> {{ uploadResponses['CLIENT_SIGNATURE'].status }}
|
||||
</p>
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Request ID' | translate }}:</b>
|
||||
{{ uploadResponses['CLIENT_SIGNATURE'].requestId }}
|
||||
</p>
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Acknowledgement Number' | translate }}:</b>
|
||||
{{ uploadResponses['CLIENT_SIGNATURE'].acknowledgementNumber }}
|
||||
</p>
|
||||
<p>
|
||||
<b>{{ 'labels.inputs.Processing Status' | translate }}:</b>
|
||||
{{ uploadResponses['CLIENT_SIGNATURE'].processingStatus }}
|
||||
</p>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</mat-card-content>
|
||||
</mat-card>
|
||||
|
||||
@@ -553,15 +553,21 @@
|
||||
margin: 0 0 12px;
|
||||
}
|
||||
|
||||
.ckyc-file-row {
|
||||
.ckyc-missing {
|
||||
margin-top: 14px;
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 10px;
|
||||
align-items: flex-start;
|
||||
gap: 8px;
|
||||
margin-bottom: 12px;
|
||||
}
|
||||
|
||||
.ckyc-file-name-field {
|
||||
flex: 1;
|
||||
.ckyc-uploading {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
margin-top: 10px;
|
||||
font-size: 12px;
|
||||
color: #5f6368;
|
||||
}
|
||||
|
||||
.ckyc-upload-error {
|
||||
@@ -583,19 +589,6 @@
|
||||
}
|
||||
}
|
||||
|
||||
.ckyc-upload-response {
|
||||
margin-top: 12px;
|
||||
padding: 10px 14px;
|
||||
background-color: #e8f5e9;
|
||||
border: 1px solid #a5d6a7;
|
||||
border-radius: 8px;
|
||||
font-size: 12px;
|
||||
|
||||
p {
|
||||
margin: 4px 0;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 900px) {
|
||||
.ckyc-upload-grid {
|
||||
grid-template-columns: 1fr;
|
||||
@@ -610,14 +603,6 @@
|
||||
.ckyc-upload-grid {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
|
||||
.ckyc-file-row {
|
||||
flex-direction: column;
|
||||
}
|
||||
|
||||
.ckyc-file-name-field {
|
||||
width: 100%;
|
||||
}
|
||||
}
|
||||
|
||||
/* ===================== Already-available banners ===================== */
|
||||
@@ -760,6 +745,34 @@
|
||||
letter-spacing: 0.3px;
|
||||
}
|
||||
|
||||
&__thumbs {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
gap: 10px;
|
||||
flex-wrap: wrap;
|
||||
}
|
||||
|
||||
&__dates {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
font-size: 11px;
|
||||
color: #0f6e56;
|
||||
flex-wrap: wrap;
|
||||
|
||||
span {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 5px;
|
||||
}
|
||||
|
||||
fa-icon {
|
||||
color: #1d9e75;
|
||||
font-size: 11px;
|
||||
}
|
||||
}
|
||||
|
||||
&__thumb {
|
||||
width: 100px;
|
||||
height: 100px;
|
||||
|
||||
@@ -9,52 +9,41 @@
|
||||
/** Angular Imports */
|
||||
import { Component, OnInit, OnDestroy, inject } from '@angular/core';
|
||||
import { ActivatedRoute } from '@angular/router';
|
||||
import { Subject, takeUntil, catchError, of } from 'rxjs';
|
||||
import { Subject, Observable, takeUntil, catchError, of, forkJoin } from 'rxjs';
|
||||
|
||||
/** Custom Services */
|
||||
import { ClientsService } from '../../clients.service';
|
||||
import { AlertService } from 'app/core/alert/alert.service';
|
||||
import { MatIcon } from '@angular/material/icon';
|
||||
import { MatProgressSpinner } from '@angular/material/progress-spinner';
|
||||
import { MatDialog } from '@angular/material/dialog';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
import { ProofType, normalizeProofType } from '../../shared/kyc-proof-types';
|
||||
import { CkycUploadDialogComponent, CkycUploadDialogResult } from './ckyc-upload-dialog/ckyc-upload-dialog.component';
|
||||
|
||||
interface ExistingArtefact {
|
||||
present: boolean;
|
||||
name?: string;
|
||||
source?: string;
|
||||
previewUrl?: string;
|
||||
previewUrlBack?: string;
|
||||
documentId?: string;
|
||||
documentTypeId?: string;
|
||||
documentKey?: string;
|
||||
/** "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" — same convention client-india-address-step
|
||||
* already writes/reads for address proof; now shared by the photo/identity proof too. */
|
||||
description?: string;
|
||||
fileCount?: number;
|
||||
expanded?: boolean;
|
||||
/** Set when the stored file could not be fetched - the row exists but its content is gone. */
|
||||
previewUnavailable?: boolean;
|
||||
/** Stored MIME type, so the card knows whether it can render an inline thumbnail. */
|
||||
mimeType?: string;
|
||||
}
|
||||
|
||||
/**
|
||||
* Multipart `name` / `description` sent for each CKYC artefact type.
|
||||
*
|
||||
* The platform has no CKYC-specific document API; these are stored through the generic
|
||||
* DocumentApiResource, whose contract carries no document-type field. The artefact type therefore
|
||||
* travels in `name`, which is the same mechanism the client signature already uses - so
|
||||
* `CLIENT_SIGNATURE` deliberately reuses the existing `clientSignature` value that
|
||||
* loadExistingArtefacts() (and uploadClientSignatureImage()) match on. Changing that string would
|
||||
* orphan every previously uploaded signature.
|
||||
*/
|
||||
export type CkycDocumentType = 'ID_PROOF' | 'ADDRESS_PROOF' | 'PHOTO_PROOF' | 'CLIENT_IMAGE' | 'CLIENT_SIGNATURE';
|
||||
|
||||
const CKYC_DOCUMENT_META: Record<CkycDocumentType, { name: string; description: string }> = {
|
||||
ID_PROOF: { name: 'ckycIdProof', description: 'CKYC ID proof' },
|
||||
ADDRESS_PROOF: { name: 'ckycAddressProof', description: 'CKYC address proof' },
|
||||
PHOTO_PROOF: { name: 'ckycPhotoProof', description: 'CKYC photo proof' },
|
||||
CLIENT_IMAGE: { name: 'ckycClientImage', description: 'CKYC client photograph' },
|
||||
CLIENT_SIGNATURE: { name: 'clientSignature', description: 'Client signature' }
|
||||
};
|
||||
|
||||
const CKYC_DOCUMENT_TYPES = Object.keys(CKYC_DOCUMENT_META) as CkycDocumentType[];
|
||||
type ProofKind = 'ADDRESS_PROOF' | 'PHOTO_PROOF';
|
||||
type CkycDocKind = ProofKind | 'CLIENT_IMAGE' | 'CLIENT_SIGNATURE';
|
||||
|
||||
/**
|
||||
* Client-side upload guards, kept deliberately in step with the backend so a file that passes here
|
||||
@@ -62,8 +51,8 @@ const CKYC_DOCUMENT_TYPES = Object.keys(CKYC_DOCUMENT_META) as CkycDocumentType[
|
||||
* - 5 MB matches `spring.servlet.multipart.max-file-size`
|
||||
* - the extension list is the intersection of the backend `fineract.content.regex-whitelist`
|
||||
* with what these cards can actually render.
|
||||
* `accept=` on the input is only a file-picker hint and is trivially bypassed, so the real check
|
||||
* lives in onFileSelect().
|
||||
* The dialog's `accept=` is only a file-picker hint and is trivially bypassed, so the real check
|
||||
* runs here, on the file the dialog hands back, before anything is sent.
|
||||
*/
|
||||
const MAX_UPLOAD_BYTES = 5 * 1024 * 1024;
|
||||
const IMAGE_EXTENSIONS = [
|
||||
@@ -76,8 +65,8 @@ const DOCUMENT_EXTENSIONS = [
|
||||
'pdf'
|
||||
];
|
||||
|
||||
/** Types whose card renders an inline <img> preview, so a PDF would not display. */
|
||||
const IMAGE_ONLY_TYPES: CkycDocumentType[] = [
|
||||
/** Cards that render an inline <img>, so a PDF would not display in them. */
|
||||
const IMAGE_ONLY_KINDS: CkycDocKind[] = [
|
||||
'CLIENT_IMAGE',
|
||||
'CLIENT_SIGNATURE'
|
||||
];
|
||||
@@ -98,6 +87,8 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
private route = inject(ActivatedRoute);
|
||||
private clientsService = inject(ClientsService);
|
||||
private alertService = inject(AlertService);
|
||||
private dialog = inject(MatDialog);
|
||||
private dates = inject(Dates);
|
||||
|
||||
private destroy$ = new Subject<void>();
|
||||
|
||||
@@ -131,37 +122,55 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
return this.panVerified && this.aadhaarVerified;
|
||||
}
|
||||
|
||||
/** CKYC artefacts already uploaded for this client, keyed by artefact type. */
|
||||
existing: Record<CkycDocumentType, ExistingArtefact> = {
|
||||
ID_PROOF: { present: false },
|
||||
/** Pre-existing artefacts detected from client data */
|
||||
existing: Record<CkycDocKind, ExistingArtefact> = {
|
||||
ADDRESS_PROOF: { present: false },
|
||||
PHOTO_PROOF: { present: false },
|
||||
CLIENT_IMAGE: { present: false },
|
||||
CLIENT_SIGNATURE: { present: false }
|
||||
};
|
||||
|
||||
/** Document-type options for the proof pickers, fetched once from /kyc/proof-types */
|
||||
addressProofOptions: ProofType[] = [];
|
||||
idProofOptions: ProofType[] = [];
|
||||
|
||||
/** Document type currently selected in each proof card's picker */
|
||||
selectedProofType: Record<ProofKind, ProofType | null> = {
|
||||
ADDRESS_PROOF: null,
|
||||
PHOTO_PROOF: null
|
||||
};
|
||||
|
||||
/** Front/back files staged for the two proof cards; other cards keep a single file each */
|
||||
docFiles: Record<ProofKind, { front: File | null; back: File | null }> = {
|
||||
ADDRESS_PROOF: { front: null, back: null },
|
||||
PHOTO_PROOF: { front: null, back: null }
|
||||
};
|
||||
|
||||
/** Document number + issue/expiry dates staged from the upload dialog, same fields client
|
||||
* creation collects for a KYC/address proof — persisted onto the identifier's documentKey
|
||||
* and description ("Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd"). */
|
||||
private documentDetails: Record<
|
||||
ProofKind,
|
||||
{ documentKey: string; issueDate: string | null; expiryDate: string | null }
|
||||
> = {
|
||||
ADDRESS_PROOF: { documentKey: '', issueDate: null, expiryDate: null },
|
||||
PHOTO_PROOF: { documentKey: '', issueDate: null, expiryDate: null }
|
||||
};
|
||||
|
||||
/** File references */
|
||||
idProofFile: File | null = null;
|
||||
addressProofFile: File | null = null;
|
||||
photoProofFile: File | null = null;
|
||||
clientImageFile: File | null = null;
|
||||
clientSignatureFile: File | null = null;
|
||||
|
||||
/** Per-document upload state */
|
||||
uploading: { [key: string]: boolean } = {
|
||||
ID_PROOF: false,
|
||||
ADDRESS_PROOF: false,
|
||||
PHOTO_PROOF: false,
|
||||
CLIENT_IMAGE: false,
|
||||
CLIENT_SIGNATURE: false
|
||||
};
|
||||
|
||||
/** Per-document upload response */
|
||||
uploadResponses: { [key: string]: any } = {};
|
||||
|
||||
/** Per-document error messages */
|
||||
uploadErrors: { [key: string]: string | null } = {
|
||||
ID_PROOF: null,
|
||||
ADDRESS_PROOF: null,
|
||||
PHOTO_PROOF: null,
|
||||
CLIENT_IMAGE: null,
|
||||
@@ -171,6 +180,11 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
ngOnInit(): void {
|
||||
this.route.parent.params.subscribe((params: any) => {
|
||||
this.clientId = params['clientId'];
|
||||
// Angular reuses this component when only the clientId in the route changes, and
|
||||
// loadExistingArtefacts() only ever *assigns* what it finds - it has no "not found" branch.
|
||||
// Without clearing first, a client with no photo (or no signature, or no proof) keeps showing
|
||||
// the previous client's card.
|
||||
this.resetArtefactState();
|
||||
this.loadClientInfo();
|
||||
this.loadAccounts();
|
||||
this.loadCkycData();
|
||||
@@ -178,6 +192,46 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Returns every per-client card to its empty state, so nothing from the client just viewed can
|
||||
* survive into the next one. Covers all four cards plus the details staged for an upload - a file
|
||||
* or document number left over from another client must never be submitted against this one.
|
||||
*/
|
||||
private resetArtefactState(): void {
|
||||
this.revokePreviewUrls();
|
||||
this.existing = {
|
||||
ADDRESS_PROOF: { present: false },
|
||||
PHOTO_PROOF: { present: false },
|
||||
CLIENT_IMAGE: { present: false },
|
||||
CLIENT_SIGNATURE: { present: false }
|
||||
};
|
||||
this.selectedProofType = { ADDRESS_PROOF: null, PHOTO_PROOF: null };
|
||||
this.docFiles = {
|
||||
ADDRESS_PROOF: { front: null, back: null },
|
||||
PHOTO_PROOF: { front: null, back: null }
|
||||
};
|
||||
this.documentDetails = {
|
||||
ADDRESS_PROOF: { documentKey: '', issueDate: null, expiryDate: null },
|
||||
PHOTO_PROOF: { documentKey: '', issueDate: null, expiryDate: null }
|
||||
};
|
||||
this.clientImageFile = null;
|
||||
this.clientSignatureFile = null;
|
||||
this.uploadErrors = {
|
||||
ADDRESS_PROOF: null,
|
||||
PHOTO_PROOF: null,
|
||||
CLIENT_IMAGE: null,
|
||||
CLIENT_SIGNATURE: null
|
||||
};
|
||||
}
|
||||
|
||||
/** Frees the blob URLs held by the current cards before their references are dropped. */
|
||||
private revokePreviewUrls(): void {
|
||||
Object.values(this.existing).forEach((e) => {
|
||||
if (e.previewUrl?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrl);
|
||||
if (e.previewUrlBack?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrlBack);
|
||||
});
|
||||
}
|
||||
|
||||
private loadClientInfo(): void {
|
||||
this.route.parent.data.subscribe((data: any) => {
|
||||
const cv = data?.clientViewData;
|
||||
@@ -263,123 +317,270 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
}
|
||||
|
||||
/**
|
||||
* Loads every CKYC artefact from the client's documents (`m_document`), which is the single
|
||||
* source of truth for this screen: each card matches the `name` its own upload writes, so what
|
||||
* the checker sees is exactly what CKYC stored.
|
||||
*
|
||||
* Deliberately does NOT read the profile image or client identifiers any more. Those belong to
|
||||
* client registration and the Identities section; reading them here showed artefacts this screen
|
||||
* had never uploaded, and hid the ones it had. Those other screens are untouched.
|
||||
*
|
||||
* A client can accumulate several rows for one artefact (older uploads pre-date replacement, and
|
||||
* the signature is also written by client registration), so the newest row - highest `id` - wins.
|
||||
* Fetch photo (profile image), signature (client document),
|
||||
* ID proof and address proof (client identifiers) so already-uploaded
|
||||
* artefacts are shown here instead of forcing re-upload.
|
||||
*/
|
||||
private loadExistingArtefacts(): void {
|
||||
this.checkingExisting = true;
|
||||
|
||||
forkJoin({
|
||||
photo: this.clientsService.getClientProfileImage(this.clientId).pipe(catchError(() => of(null))),
|
||||
documents: this.clientsService.getClientDocuments(this.clientId).pipe(catchError(() => of([]))),
|
||||
identifiers: this.clientsService.getClientIdentifiers(this.clientId).pipe(catchError(() => of([]))),
|
||||
proofTypes: this.clientsService.getKycProofTypes().pipe(catchError(() => of({ idProofs: [], addressProofs: [] })))
|
||||
})
|
||||
.pipe(takeUntil(this.destroy$))
|
||||
.subscribe(({ photo, documents, identifiers, proofTypes }) => {
|
||||
this.checkingExisting = false;
|
||||
|
||||
// 1. Photo / image of client — from m_client.image_id
|
||||
if (photo && typeof photo === 'string' && photo.length > 0) {
|
||||
this.existing.CLIENT_IMAGE = {
|
||||
present: true,
|
||||
source: 'Client registration',
|
||||
previewUrl: photo,
|
||||
name: 'Profile photo'
|
||||
};
|
||||
}
|
||||
|
||||
// 2. Signature — client document with name='clientSignature'. Multiple rows can exist
|
||||
// for clients who re-cropped/replaced their signature before uploads became single-slot,
|
||||
// so pick the highest id (latest) rather than the first unordered match.
|
||||
const signatureDoc = (documents as any[])
|
||||
?.filter((d: any) => d?.name === 'clientSignature')
|
||||
?.sort((a: any, b: any) => b.id - a.id)?.[0];
|
||||
if (signatureDoc) {
|
||||
this.existing.CLIENT_SIGNATURE = {
|
||||
present: true,
|
||||
source: 'Client registration',
|
||||
name: signatureDoc.fileName || 'Client signature',
|
||||
documentId: signatureDoc.id,
|
||||
mimeType: signatureDoc.type
|
||||
};
|
||||
// Same endpoint getClientSignatureImage() uses, but opted out of the global error alert:
|
||||
// a m_document row whose file is no longer in the content store returns 500, and the card
|
||||
// below reports that itself. Without `silent` the interceptor pops an "Internal Server
|
||||
// Error" modal on every page load, for a failure the user cannot act on.
|
||||
this.clientsService
|
||||
.downloadClientDocument(this.clientId, String(signatureDoc.id), true)
|
||||
.pipe(takeUntil(this.destroy$))
|
||||
.subscribe({
|
||||
next: (blob: any) => {
|
||||
if (blob && blob.size > 0) {
|
||||
this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
|
||||
} else {
|
||||
// A 200 with an empty body still means there is nothing to show. Without this the
|
||||
// card would claim "Already available" with no thumbnail and no explanation.
|
||||
this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
|
||||
}
|
||||
},
|
||||
error: () => {
|
||||
this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
// 3 & 4. ID proof + Address proof — client identifiers classified via proof-types
|
||||
this.idProofOptions = (proofTypes?.idProofs || []).map((p: any) => normalizeProofType(p));
|
||||
this.addressProofOptions = (proofTypes?.addressProofs || []).map((p: any) => normalizeProofType(p));
|
||||
const idProofIds = new Set<string>((proofTypes?.idProofs || []).map((p: any) => String(p.id)));
|
||||
const addressProofIds = new Set<string>((proofTypes?.addressProofs || []).map((p: any) => String(p.id)));
|
||||
|
||||
const idList = Array.isArray(identifiers) ? identifiers : (identifiers as any)?.pageItems || [];
|
||||
|
||||
for (const identity of idList) {
|
||||
const docTypeId = String(identity?.documentType?.id ?? '');
|
||||
const isActive =
|
||||
!identity?.status ||
|
||||
identity?.status?.code === 'clientIdentifierStatusType.active' ||
|
||||
identity?.status === 'clientIdentifierStatusType.active' ||
|
||||
identity?.status === 'Active';
|
||||
if (!isActive) continue;
|
||||
|
||||
const proofName = identity?.documentType?.name || 'Identifier';
|
||||
// Address proof documentKey is auto-generated as "<ProofName> - <clientId>"
|
||||
// in identities-tab; hide it when it's just that synthetic key.
|
||||
const rawKey = identity?.documentKey || '';
|
||||
const isSyntheticKey = rawKey.startsWith(`${proofName} - `);
|
||||
const common = {
|
||||
present: true,
|
||||
source: 'Identities section',
|
||||
name: proofName,
|
||||
documentKey: isSyntheticKey ? '' : rawKey,
|
||||
documentId: identity?.id,
|
||||
documentTypeId: docTypeId,
|
||||
description: identity?.description || '',
|
||||
fileCount: (identity?.documents || []).length
|
||||
};
|
||||
|
||||
if (idProofIds.has(docTypeId) && !this.existing.PHOTO_PROOF.present) {
|
||||
this.existing.PHOTO_PROOF = common;
|
||||
this.selectedProofType.PHOTO_PROOF = this.idProofOptions.find((p) => String(p.id) === docTypeId) || null;
|
||||
this.loadIdentifierDocPreview('PHOTO_PROOF', identity.id);
|
||||
} else if (addressProofIds.has(docTypeId) && !this.existing.ADDRESS_PROOF.present) {
|
||||
this.existing.ADDRESS_PROOF = common;
|
||||
this.selectedProofType.ADDRESS_PROOF =
|
||||
this.addressProofOptions.find((p) => String(p.id) === docTypeId) || null;
|
||||
this.loadIdentifierDocPreview('ADDRESS_PROOF', identity.id);
|
||||
}
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* The scanned ID/address-proof card only showed its file name and key — never the scan
|
||||
* itself, unlike the photo and signature cards right beside it. Mirrors those two: fetch
|
||||
* the identifier's own attached document(s) (m_client_identifier -> m_document, the same
|
||||
* chain the Identities tab and the create-client stepper read) and download the latest for
|
||||
* an inline preview. Two-sided proof types (Aadhaar, Passport, Voter ID, Driving Licence)
|
||||
* store front/back as two separate documents named "<Proof> — Front"/"— Back" (the same
|
||||
* convention the create-client stepper writes), so both are matched and previewed here;
|
||||
* a legacy single upload with no such marker just shows as the one preview.
|
||||
*/
|
||||
private loadIdentifierDocPreview(kind: ProofKind, identifierId: string): void {
|
||||
this.clientsService
|
||||
.getClientDocuments(this.clientId)
|
||||
.getClientIdentificationDocuments(identifierId)
|
||||
.pipe(
|
||||
takeUntil(this.destroy$),
|
||||
catchError(() => of([]))
|
||||
)
|
||||
.subscribe((documents: any) => {
|
||||
this.checkingExisting = false;
|
||||
.subscribe((docs: any) => {
|
||||
const list = Array.isArray(docs) ? docs : [];
|
||||
if (!list.length) return;
|
||||
this.existing[kind].fileCount = list.length;
|
||||
this.existing[kind].previewUnavailable = false;
|
||||
|
||||
const list: any[] = Array.isArray(documents) ? documents : (documents?.pageItems ?? []);
|
||||
const byNewest = (a: any, b: any) => b.id - a.id;
|
||||
const label = (d: any) => (d?.name || d?.fileName || '').toString();
|
||||
const back = [...list].filter((d: any) => /back/i.test(label(d))).sort(byNewest)[0];
|
||||
const front =
|
||||
[...list].filter((d: any) => /front/i.test(label(d))).sort(byNewest)[0] ||
|
||||
[...list].filter((d: any) => d.id !== back?.id).sort(byNewest)[0];
|
||||
|
||||
for (const type of CKYC_DOCUMENT_TYPES) {
|
||||
const expectedName = CKYC_DOCUMENT_META[type].name;
|
||||
|
||||
const doc = list
|
||||
.filter((d: any) => d?.name === expectedName)
|
||||
.sort((a: any, b: any) => (b?.id ?? 0) - (a?.id ?? 0))[0];
|
||||
|
||||
if (!doc) {
|
||||
// No upload yet for this artefact - leave the card in its empty state.
|
||||
this.existing[type] = { present: false };
|
||||
continue;
|
||||
}
|
||||
|
||||
this.existing[type] = {
|
||||
present: true,
|
||||
source: 'CKYC upload',
|
||||
name: doc.fileName || expectedName,
|
||||
documentId: doc.id,
|
||||
mimeType: doc.type
|
||||
};
|
||||
|
||||
this.loadPreview(type, doc.id);
|
||||
}
|
||||
// A proof can be scanned to PDF, which no <img> can render - remember what was stored so the
|
||||
// card offers "View document" instead of a broken thumbnail.
|
||||
if (front) this.existing[kind].mimeType = front.type;
|
||||
if (front) this.downloadIdentifierDocPreview(identifierId, front.id, kind, 'front');
|
||||
if (back && back.id !== front?.id) this.downloadIdentifierDocPreview(identifierId, back.id, kind, 'back');
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Fetches the stored file so the card can show a thumbnail. A failure here is reported on the
|
||||
* card rather than swallowed: the usual cause is a `m_document` row whose file is no longer in
|
||||
* the content store, and silently showing "Already available" with no image hides that.
|
||||
*/
|
||||
private loadPreview(type: CkycDocumentType, documentId: string | number): void {
|
||||
private downloadIdentifierDocPreview(
|
||||
identifierId: string,
|
||||
documentId: string,
|
||||
kind: ProofKind,
|
||||
slot: 'front' | 'back'
|
||||
): void {
|
||||
this.clientsService
|
||||
// silent: a missing stored file returns 500, and the card below already reports that. Without
|
||||
// this the global error interceptor pops an "Internal Server Error" modal on every page load
|
||||
// and after every upload, for a failure the user cannot act on.
|
||||
.downloadClientDocument(this.clientId, String(documentId), true)
|
||||
.downloadClientIdentificationDocument(identifierId, documentId)
|
||||
.pipe(takeUntil(this.destroy$))
|
||||
.subscribe({
|
||||
next: (blob: any) => {
|
||||
if (blob && blob.size > 0) {
|
||||
this.existing[type].previewUrl = URL.createObjectURL(blob);
|
||||
} else {
|
||||
// A 200 with an empty body still means there is nothing to show. Without this the card
|
||||
// would sit there claiming "Already available" with no thumbnail and no explanation.
|
||||
this.existing[type].previewUnavailable = true;
|
||||
if (!blob || blob.size === 0) {
|
||||
this.existing[kind].previewUnavailable = true;
|
||||
return;
|
||||
}
|
||||
const url = URL.createObjectURL(blob);
|
||||
if (slot === 'front') this.existing[kind].previewUrl = url;
|
||||
else this.existing[kind].previewUrlBack = url;
|
||||
},
|
||||
// The row exists but its file is gone from the content store. Saying so on the card beats
|
||||
// showing "Already available" next to a blank space.
|
||||
error: () => {
|
||||
this.existing[type].previewUnavailable = true;
|
||||
this.existing[kind].previewUnavailable = true;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* True when the stored file can be shown as an inline thumbnail. A PDF cannot, so its card falls
|
||||
* back to the "View document" button alone rather than rendering a broken image.
|
||||
*/
|
||||
isImage(documentType: CkycDocumentType): boolean {
|
||||
const entry = this.existing[documentType];
|
||||
if (entry?.mimeType) {
|
||||
return entry.mimeType.startsWith('image/');
|
||||
}
|
||||
// Older rows can have no stored MIME type - fall back to the file extension.
|
||||
const extension = (entry?.name?.split('.').pop() || '').toLowerCase();
|
||||
return IMAGE_EXTENSIONS.includes(extension);
|
||||
}
|
||||
|
||||
/**
|
||||
* Opens the uploaded document full size in a new tab. Uses the blob already fetched for the
|
||||
* thumbnail, so it works for PDFs too and costs no extra request.
|
||||
*/
|
||||
openDocument(documentType: CkycDocumentType): void {
|
||||
const url = this.existing[documentType]?.previewUrl;
|
||||
if (url) {
|
||||
window.open(url, '_blank', 'noopener');
|
||||
}
|
||||
}
|
||||
|
||||
toggleReplace(documentType: string): void {
|
||||
const entry = (this.existing as any)[documentType];
|
||||
if (entry) entry.expanded = !entry.expanded;
|
||||
}
|
||||
|
||||
onAccountSelect(accountNo: string): void {
|
||||
this.selectedAccount = this.allAccounts.find((a) => a.accountNo === accountNo) || null;
|
||||
this.selectedAccountType = this.selectedAccount?.accountType || '';
|
||||
}
|
||||
|
||||
getFile(documentType: string): File | null {
|
||||
switch (documentType) {
|
||||
case 'CLIENT_IMAGE':
|
||||
return this.clientImageFile;
|
||||
case 'CLIENT_SIGNATURE':
|
||||
return this.clientSignatureFile;
|
||||
default:
|
||||
return null;
|
||||
}
|
||||
}
|
||||
|
||||
private static readonly CARD_TITLES: Record<CkycDocKind, string> = {
|
||||
ADDRESS_PROOF: 'Address Proof Document',
|
||||
PHOTO_PROOF: 'Photo Proof Document',
|
||||
CLIENT_IMAGE: 'Image of Client',
|
||||
CLIENT_SIGNATURE: 'Signature of Client'
|
||||
};
|
||||
|
||||
/** Opens the picker/preview popup for one card and, once the user confirms a file there, feeds
|
||||
* the picked type/file(s) into the same upload path the card always used. Picking and preview
|
||||
* now live entirely in the dialog — this screen only stages the result and re-runs upload. */
|
||||
openUploadDialog(kind: CkycDocKind): void {
|
||||
const isProofKind = kind === 'ADDRESS_PROOF' || kind === 'PHOTO_PROOF';
|
||||
const action = this.existing[kind].present ? 'Replace' : 'Upload';
|
||||
const existingDates = isProofKind
|
||||
? this.parseDescriptionDates(this.existing[kind].description)
|
||||
: { issueDate: null, expiryDate: null };
|
||||
|
||||
const ref = this.dialog.open(CkycUploadDialogComponent, {
|
||||
width: '480px',
|
||||
maxWidth: '95vw',
|
||||
data: {
|
||||
title: `${action} ${CkycTabComponent.CARD_TITLES[kind]}`,
|
||||
isProofKind,
|
||||
accept: isProofKind ? '.png,.jpeg,.jpg,.pdf' : '.png,.jpeg,.jpg',
|
||||
proofOptions:
|
||||
kind === 'PHOTO_PROOF'
|
||||
? this.idProofOptions
|
||||
: kind === 'ADDRESS_PROOF'
|
||||
? this.addressProofOptions
|
||||
: undefined,
|
||||
initialProofType: isProofKind ? this.selectedProofType[kind as ProofKind] : undefined,
|
||||
initialDocumentKey: isProofKind ? this.existing[kind].documentKey || '' : undefined,
|
||||
initialIssueDate: existingDates.issueDate,
|
||||
initialExpiryDate: existingDates.expiryDate
|
||||
}
|
||||
});
|
||||
|
||||
ref.afterClosed().subscribe((result: CkycUploadDialogResult | null) => {
|
||||
if (!result) return;
|
||||
|
||||
// The dialog's `accept=` filter is only a hint to the file picker and is trivially bypassed,
|
||||
// so the size/type guard runs here on what actually came back. Catching it now turns a raw
|
||||
// server rejection into a message on the card.
|
||||
const rejection =
|
||||
this.validationError(result.front, kind) ?? (result.back ? this.validationError(result.back, kind) : null);
|
||||
if (rejection) {
|
||||
this.uploadErrors[kind] = rejection;
|
||||
return;
|
||||
}
|
||||
this.uploadErrors[kind] = null;
|
||||
|
||||
if (isProofKind) {
|
||||
const proofKind = kind as ProofKind;
|
||||
this.selectedProofType[proofKind] = result.proofType || null;
|
||||
this.docFiles[proofKind] = { front: result.front, back: result.back || null };
|
||||
this.documentDetails[proofKind] = {
|
||||
documentKey: result.documentKey || '',
|
||||
issueDate: result.issueDate || null,
|
||||
expiryDate: result.expiryDate || null
|
||||
};
|
||||
} else if (kind === 'CLIENT_IMAGE') {
|
||||
this.clientImageFile = result.front;
|
||||
} else {
|
||||
this.clientSignatureFile = result.front;
|
||||
}
|
||||
this.uploadDocument(kind);
|
||||
});
|
||||
}
|
||||
|
||||
/** Extensions a given card can both store and render. */
|
||||
private allowedExtensions(documentType: string): string[] {
|
||||
return IMAGE_ONLY_TYPES.includes(documentType as CkycDocumentType) ? IMAGE_EXTENSIONS : DOCUMENT_EXTENSIONS;
|
||||
private allowedExtensions(kind: CkycDocKind): string[] {
|
||||
return IMAGE_ONLY_KINDS.includes(kind) ? IMAGE_EXTENSIONS : DOCUMENT_EXTENSIONS;
|
||||
}
|
||||
|
||||
/**
|
||||
@@ -387,8 +588,11 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
* so the user gets a clear message instead of a raw server error. Returns null when the file is
|
||||
* acceptable.
|
||||
*/
|
||||
private validationError(file: File, documentType: string): string | null {
|
||||
const allowed = this.allowedExtensions(documentType);
|
||||
private validationError(file: File | null | undefined, kind: CkycDocKind): string | null {
|
||||
if (!file) {
|
||||
return null;
|
||||
}
|
||||
const allowed = this.allowedExtensions(kind);
|
||||
const extension = (file.name.split('.').pop() || '').toLowerCase();
|
||||
|
||||
if (!allowed.includes(extension)) {
|
||||
@@ -404,125 +608,279 @@ export class CkycTabComponent implements OnInit, OnDestroy {
|
||||
return null;
|
||||
}
|
||||
|
||||
private setFile(documentType: string, file: File | null): void {
|
||||
switch (documentType) {
|
||||
case 'ID_PROOF':
|
||||
this.idProofFile = file;
|
||||
break;
|
||||
case 'ADDRESS_PROOF':
|
||||
this.addressProofFile = file;
|
||||
break;
|
||||
case 'PHOTO_PROOF':
|
||||
this.photoProofFile = file;
|
||||
break;
|
||||
case 'CLIENT_IMAGE':
|
||||
this.clientImageFile = file;
|
||||
break;
|
||||
case 'CLIENT_SIGNATURE':
|
||||
this.clientSignatureFile = file;
|
||||
break;
|
||||
/**
|
||||
* True when the stored file can be shown as an inline thumbnail. A PDF cannot, so its card falls
|
||||
* back to the "View document" button alone rather than rendering a broken image.
|
||||
*/
|
||||
isImage(kind: CkycDocKind): boolean {
|
||||
const entry = this.existing[kind];
|
||||
// The profile image arrives as a `data:image/...;base64,` URL, which declares its own type -
|
||||
// it has neither a stored MIME type nor a file extension for the checks below to read.
|
||||
if (entry?.previewUrl?.startsWith('data:')) {
|
||||
return entry.previewUrl.startsWith('data:image/');
|
||||
}
|
||||
if (entry?.mimeType) {
|
||||
return entry.mimeType.startsWith('image/');
|
||||
}
|
||||
// Older rows can have no stored MIME type - fall back to the file extension.
|
||||
const extension = (entry?.name?.split('.').pop() || '').toLowerCase();
|
||||
return IMAGE_EXTENSIONS.includes(extension);
|
||||
}
|
||||
|
||||
/**
|
||||
* Opens the uploaded document full size in a new tab. Uses the blob already fetched for the
|
||||
* thumbnail, so it works for PDFs too and costs no extra request.
|
||||
*/
|
||||
openDocument(kind: CkycDocKind): void {
|
||||
const url = this.existing[kind]?.previewUrl;
|
||||
if (url) {
|
||||
window.open(url, '_blank', 'noopener');
|
||||
}
|
||||
}
|
||||
|
||||
onFileSelect(event: any, documentType: string): void {
|
||||
const file = event.target?.files?.[0];
|
||||
if (!file) return;
|
||||
/** Reads back the "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" convention this tab (and
|
||||
* client-india-address-step, for address proof) writes into the identifier's description. */
|
||||
private parseDescriptionDates(description: string | undefined): { issueDate: Date | null; expiryDate: Date | null } {
|
||||
const issueMatch = (description || '').match(/Issue date:\s*([^,|]+)/i);
|
||||
const expiryMatch = (description || '').match(/Expiry date:\s*([^,|]+)/i);
|
||||
return {
|
||||
issueDate: issueMatch ? this.dates.parseDate(issueMatch[1].trim()) : null,
|
||||
expiryDate: expiryMatch ? this.dates.parseDate(expiryMatch[1].trim()) : null
|
||||
};
|
||||
}
|
||||
|
||||
const error = this.validationError(file, documentType);
|
||||
if (error) {
|
||||
this.setFile(documentType, null);
|
||||
this.uploadErrors[documentType] = error;
|
||||
event.target.value = '';
|
||||
private buildDescription(issueDate: string | null, expiryDate: string | null): string {
|
||||
const parts: string[] = [];
|
||||
if (issueDate) parts.push(`Issue date: ${issueDate}`);
|
||||
if (expiryDate) parts.push(`Expiry date: ${expiryDate}`);
|
||||
return parts.join(', ');
|
||||
}
|
||||
|
||||
/** Issue/expiry date for display on the card, formatted dd-MM-yyyy — parsed from the same
|
||||
* description text the upload dialog writes. */
|
||||
cardDate(kind: ProofKind, which: 'issue' | 'expiry'): string {
|
||||
const parsed = this.parseDescriptionDates(this.existing[kind].description);
|
||||
const value = which === 'issue' ? parsed.issueDate : parsed.expiryDate;
|
||||
return value ? this.dates.formatDate(value, 'dd-MM-yyyy') : '';
|
||||
}
|
||||
|
||||
/**
|
||||
* Routes each card to whichever real endpoint that artefact is actually stored through — there
|
||||
* is no single "/clients/{id}/ckyc/documents" resource on the backend, so posting every card to
|
||||
* one made-up URL 404'd for all four. A photo goes to the image endpoint, a signature to the
|
||||
* client's own documents, and an ID/address proof to the m_client_identifier it already belongs
|
||||
* to (the same one the Identities tab and create-client stepper post to) — never a fresh,
|
||||
* type-less upload, since which identifier a proof belongs to is exactly what makes it that
|
||||
* proof rather than some other file on the client's record.
|
||||
*/
|
||||
uploadDocument(documentType: string): void {
|
||||
if (documentType === 'PHOTO_PROOF' || documentType === 'ADDRESS_PROOF') {
|
||||
this.uploadProofDocument(documentType);
|
||||
return;
|
||||
}
|
||||
|
||||
this.setFile(documentType, file);
|
||||
this.uploadErrors[documentType] = null;
|
||||
}
|
||||
|
||||
getFile(documentType: string): File | null {
|
||||
switch (documentType) {
|
||||
case 'ID_PROOF':
|
||||
return this.idProofFile;
|
||||
case 'ADDRESS_PROOF':
|
||||
return this.addressProofFile;
|
||||
case 'PHOTO_PROOF':
|
||||
return this.photoProofFile;
|
||||
case 'CLIENT_IMAGE':
|
||||
return this.clientImageFile;
|
||||
case 'CLIENT_SIGNATURE':
|
||||
return this.clientSignatureFile;
|
||||
default:
|
||||
return null;
|
||||
}
|
||||
}
|
||||
|
||||
uploadDocument(documentType: CkycDocumentType): void {
|
||||
const file = this.getFile(documentType);
|
||||
if (!file) return;
|
||||
|
||||
this.uploading[documentType] = true;
|
||||
this.uploadErrors[documentType] = null;
|
||||
const key = documentType as keyof typeof this.existing;
|
||||
|
||||
// DocumentApiResource consumes multipart/form-data with body parts `file`, `name` and
|
||||
// `description` (file + description mandatory). There is no document-type field in that
|
||||
// contract, so the artefact type is carried in `name` - which is also the key
|
||||
// loadExistingArtefacts() matches on when reading the document back.
|
||||
const meta = CKYC_DOCUMENT_META[documentType];
|
||||
|
||||
const formData = new FormData();
|
||||
formData.append('file', file);
|
||||
formData.append('name', meta.name);
|
||||
formData.append('description', meta.description);
|
||||
|
||||
// Replace in place when this artefact already has a usable document, so a re-upload updates the
|
||||
// existing row (same document id, same content-store location) instead of stacking up another
|
||||
// copy. Falls back to create for the first upload of an artefact.
|
||||
//
|
||||
// Deliberately create instead of replace when the stored file is missing: the backend's update
|
||||
// path writes the new content relative to the row's existing `location` and never calls
|
||||
// setLocation(), so replacing a row whose file is already gone writes the upload to a fresh
|
||||
// folder while the row keeps pointing at the missing one - the artefact would stay broken and
|
||||
// the user would get a success message. Creating a new row repairs the card instead.
|
||||
const entry = this.existing[documentType];
|
||||
const replacing = !!entry?.documentId && !entry?.previewUnavailable;
|
||||
const existingId = entry?.documentId;
|
||||
|
||||
const request$ = replacing
|
||||
? this.clientsService.replaceClientDocument(this.clientId, String(existingId), formData)
|
||||
: this.clientsService.uploadCkycDocument(this.clientId, formData);
|
||||
let request$: Observable<any>;
|
||||
switch (documentType) {
|
||||
case 'CLIENT_IMAGE':
|
||||
request$ = this.clientsService.uploadClientProfileImage(this.clientId, file);
|
||||
break;
|
||||
case 'CLIENT_SIGNATURE':
|
||||
request$ = this.clientsService.uploadClientSignatureImage(this.clientId, file);
|
||||
break;
|
||||
default:
|
||||
return;
|
||||
}
|
||||
|
||||
request$.pipe(takeUntil(this.destroy$)).subscribe({
|
||||
next: (response: any) => {
|
||||
next: () => {
|
||||
this.uploading[documentType] = false;
|
||||
this.uploadResponses[documentType] = response;
|
||||
this.setFile(documentType, null);
|
||||
this.alertService.alert({
|
||||
type: 'success',
|
||||
message:
|
||||
response?.message || (replacing ? 'Document replaced successfully.' : 'Document uploaded successfully.')
|
||||
});
|
||||
// Re-read from m_document so the card reflects what was actually stored, rather than
|
||||
// assuming the write succeeded exactly as sent.
|
||||
this.loadExistingArtefacts();
|
||||
// The card is gated on `present`; without this a successful upload left it reading
|
||||
// "Not uploaded yet". uploadProofDocument() sets the same flag for the proof cards.
|
||||
this.existing[key].present = true;
|
||||
this.existing[key].source = this.existing[key].source || 'CKYC upload';
|
||||
this.alertService.alert({ type: 'success', message: 'Document uploaded successfully.' });
|
||||
this.refreshPreview(documentType);
|
||||
},
|
||||
error: (err: any) => {
|
||||
this.uploading[documentType] = false;
|
||||
this.uploadErrors[documentType] =
|
||||
err?.error?.developerMessage ||
|
||||
err?.error?.defaultUserMessage ||
|
||||
err?.message ||
|
||||
'Failed to upload document.';
|
||||
this.uploadErrors[documentType] = this.extractErrorMessage(err);
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Proof cards work like the create-client KYC step: pick a document type first (its `sides`
|
||||
* decides whether one image or a front+back pair is required), then upload. Reuses the same
|
||||
* identifier the Identities tab manages — updates its documentTypeId if the picked type
|
||||
* changed, or creates a fresh identifier when none exists yet, so this card never depends on
|
||||
* a separate trip to the Identities tab.
|
||||
*/
|
||||
private uploadProofDocument(kind: ProofKind): void {
|
||||
const proof = this.selectedProofType[kind];
|
||||
if (!proof) {
|
||||
this.uploadErrors[kind] = 'Select a document type first.';
|
||||
return;
|
||||
}
|
||||
const files = this.docFiles[kind];
|
||||
if (!files.front || (proof.sides === 2 && !files.back)) {
|
||||
this.uploadErrors[kind] =
|
||||
proof.sides === 2
|
||||
? 'Both front and back images are required for this document type.'
|
||||
: 'Select a file to upload.';
|
||||
return;
|
||||
}
|
||||
|
||||
this.uploading[kind] = true;
|
||||
this.uploadErrors[kind] = null;
|
||||
|
||||
const existingId = this.existing[kind].documentId;
|
||||
const details = this.documentDetails[kind];
|
||||
const documentKey = details.documentKey || `${proof.name} - ${this.clientId}`;
|
||||
const description = this.buildDescription(details.issueDate, details.expiryDate);
|
||||
|
||||
const identifier$: Observable<any> = !existingId
|
||||
? this.clientsService.addClientIdentifier(this.clientId, {
|
||||
documentTypeId: proof.id,
|
||||
status: 'ACTIVE',
|
||||
documentKey,
|
||||
description: description || 'KYC document'
|
||||
})
|
||||
: this.clientsService.updateClientIdentifier(this.clientId, existingId, {
|
||||
documentTypeId: proof.id,
|
||||
status: 'ACTIVE',
|
||||
documentKey,
|
||||
description
|
||||
});
|
||||
|
||||
identifier$.pipe(takeUntil(this.destroy$)).subscribe({
|
||||
next: (res: any) => {
|
||||
const identifierId = existingId || res?.resourceId;
|
||||
const uploads: Observable<any>[] = [];
|
||||
|
||||
const front = new FormData();
|
||||
front.append('name', proof.sides === 2 ? `${proof.name} — Front` : proof.name);
|
||||
front.append('file', files.front!);
|
||||
uploads.push(this.clientsService.uploadClientIdentifierDocument(identifierId, front));
|
||||
|
||||
if (proof.sides === 2 && files.back) {
|
||||
const back = new FormData();
|
||||
back.append('name', `${proof.name} — Back`);
|
||||
back.append('file', files.back);
|
||||
uploads.push(this.clientsService.uploadClientIdentifierDocument(identifierId, back));
|
||||
}
|
||||
|
||||
forkJoin(uploads)
|
||||
.pipe(takeUntil(this.destroy$))
|
||||
.subscribe({
|
||||
next: () => {
|
||||
this.uploading[kind] = false;
|
||||
this.existing[kind].present = true;
|
||||
this.existing[kind].documentId = identifierId;
|
||||
this.existing[kind].documentTypeId = String(proof.id);
|
||||
this.existing[kind].documentKey = details.documentKey || '';
|
||||
this.existing[kind].description = description;
|
||||
this.existing[kind].name = proof.name;
|
||||
this.existing[kind].source = this.existing[kind].source || 'Identities section';
|
||||
this.docFiles[kind] = { front: null, back: null };
|
||||
this.alertService.alert({ type: 'success', message: 'Document uploaded successfully.' });
|
||||
this.refreshPreview(kind);
|
||||
},
|
||||
error: (err: any) => {
|
||||
this.uploading[kind] = false;
|
||||
this.uploadErrors[kind] = this.extractErrorMessage(err);
|
||||
}
|
||||
});
|
||||
},
|
||||
error: (err: any) => {
|
||||
this.uploading[kind] = false;
|
||||
this.uploadErrors[kind] = this.extractErrorMessage(err);
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
private extractErrorMessage(err: any): string {
|
||||
return (
|
||||
err?.error?.errors?.[0]?.defaultUserMessage ||
|
||||
err?.error?.developerMessage ||
|
||||
err?.error?.defaultUserMessage ||
|
||||
err?.message ||
|
||||
'Failed to upload document.'
|
||||
);
|
||||
}
|
||||
|
||||
/** Re-fetches whichever artefact was just replaced, so its preview reflects the new file
|
||||
* immediately instead of the one this screen loaded on entry. */
|
||||
private refreshPreview(documentType: string): void {
|
||||
const staleKey = documentType as keyof typeof this.existing;
|
||||
if (this.existing[staleKey].previewUrl?.startsWith('blob:')) {
|
||||
URL.revokeObjectURL(this.existing[staleKey].previewUrl!);
|
||||
}
|
||||
if (this.existing[staleKey].previewUrlBack?.startsWith('blob:')) {
|
||||
URL.revokeObjectURL(this.existing[staleKey].previewUrlBack!);
|
||||
}
|
||||
// The upload that triggered this refresh is what repairs a previously missing file, so the
|
||||
// warning has to be cleared before the re-read - otherwise a fixed card keeps the old badge.
|
||||
this.existing[staleKey].previewUrl = undefined;
|
||||
this.existing[staleKey].previewUrlBack = undefined;
|
||||
this.existing[staleKey].previewUnavailable = false;
|
||||
switch (documentType) {
|
||||
case 'CLIENT_IMAGE':
|
||||
this.clientsService
|
||||
.getClientProfileImage(this.clientId)
|
||||
.pipe(takeUntil(this.destroy$))
|
||||
.subscribe((photo: any) => {
|
||||
if (photo) {
|
||||
this.existing.CLIENT_IMAGE.previewUrl = photo;
|
||||
} else {
|
||||
this.existing.CLIENT_IMAGE.previewUnavailable = true;
|
||||
}
|
||||
});
|
||||
break;
|
||||
case 'CLIENT_SIGNATURE':
|
||||
this.clientsService
|
||||
.getClientDocuments(this.clientId)
|
||||
.pipe(takeUntil(this.destroy$))
|
||||
.subscribe((documents: any) => {
|
||||
const doc = (documents as any[])
|
||||
?.filter((d: any) => d?.name === 'clientSignature')
|
||||
?.sort((a: any, b: any) => b.id - a.id)?.[0];
|
||||
if (!doc) return;
|
||||
this.existing.CLIENT_SIGNATURE.documentId = doc.id;
|
||||
this.existing.CLIENT_SIGNATURE.mimeType = doc.type;
|
||||
this.clientsService
|
||||
.downloadClientDocument(this.clientId, String(doc.id), true)
|
||||
.pipe(takeUntil(this.destroy$))
|
||||
.subscribe({
|
||||
next: (blob: any) => {
|
||||
if (blob && blob.size > 0) {
|
||||
this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
|
||||
} else {
|
||||
this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
|
||||
}
|
||||
},
|
||||
error: () => {
|
||||
this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
|
||||
}
|
||||
});
|
||||
});
|
||||
break;
|
||||
case 'PHOTO_PROOF':
|
||||
case 'ADDRESS_PROOF':
|
||||
this.loadIdentifierDocPreview(documentType, this.existing[documentType].documentId!);
|
||||
break;
|
||||
}
|
||||
}
|
||||
|
||||
ngOnDestroy(): void {
|
||||
this.destroy$.next();
|
||||
this.destroy$.complete();
|
||||
// Release object URLs
|
||||
Object.values(this.existing).forEach((e) => {
|
||||
if (e.previewUrl?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrl);
|
||||
});
|
||||
this.revokePreviewUrls();
|
||||
}
|
||||
}
|
||||
|
||||
+167
@@ -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/.
|
||||
-->
|
||||
|
||||
<div class="cud-header">
|
||||
<div class="cud-header__badge">
|
||||
<fa-icon icon="folder-open"></fa-icon>
|
||||
</div>
|
||||
<div class="cud-header__text">
|
||||
<h2 mat-dialog-title class="cud-title">{{ data.title }}</h2>
|
||||
<p class="cud-subtitle">Fill in the document details, then attach the scan.</p>
|
||||
</div>
|
||||
<button mat-icon-button mat-dialog-close class="cud-close" aria-label="Close">
|
||||
<fa-icon icon="times"></fa-icon>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<mat-dialog-content class="cud-body">
|
||||
@if (data.isProofKind) {
|
||||
<div class="cud-section">
|
||||
<span class="cud-section__label"><fa-icon icon="id-card"></fa-icon> Document type</span>
|
||||
<mat-form-field appearance="outline" class="cud-field" subscriptSizing="dynamic">
|
||||
<mat-select
|
||||
[value]="selectedProofType"
|
||||
[compareWith]="compareProofType"
|
||||
placeholder="Select document type"
|
||||
(selectionChange)="onProofTypeChange($event.value)"
|
||||
>
|
||||
@for (p of data.proofOptions; track p.id) {
|
||||
<mat-option [value]="p">{{ p.name }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
<p class="cud-hint">Upload requirements will update automatically based on the type you pick.</p>
|
||||
</div>
|
||||
|
||||
@if (selectedProofType) {
|
||||
@if (selectedProofType.info) {
|
||||
<div class="cud-banner">
|
||||
<fa-icon icon="check-circle"></fa-icon>
|
||||
<span>{{ selectedProofType.info }}</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="cud-section">
|
||||
<span class="cud-section__label">
|
||||
<fa-icon icon="hashtag"></fa-icon>
|
||||
{{ selectedProofType.documentKeyLabel || 'Document number' }}
|
||||
</span>
|
||||
<mat-form-field appearance="outline" class="cud-field" subscriptSizing="dynamic">
|
||||
<input
|
||||
matInput
|
||||
[(ngModel)]="documentKey"
|
||||
[ngModelOptions]="{ standalone: true }"
|
||||
[placeholder]="selectedProofType.documentKeyPlaceholder || 'Enter document number'"
|
||||
/>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<div class="cud-section cud-section--dates">
|
||||
<div class="cud-date-field">
|
||||
<span class="cud-section__label"><fa-icon icon="calendar-check"></fa-icon> Issue date</span>
|
||||
<mat-form-field appearance="outline" class="cud-field" subscriptSizing="dynamic">
|
||||
<input
|
||||
matInput
|
||||
readonly
|
||||
[matDatepicker]="issuePicker"
|
||||
[(ngModel)]="issueDate"
|
||||
[ngModelOptions]="{ standalone: true }"
|
||||
placeholder="Optional"
|
||||
(click)="issuePicker.open()"
|
||||
/>
|
||||
<mat-datepicker-toggle matSuffix [for]="issuePicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #issuePicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
<div class="cud-date-field">
|
||||
<span class="cud-section__label"><fa-icon icon="calendar-check"></fa-icon> Expiry date</span>
|
||||
<mat-form-field appearance="outline" class="cud-field" subscriptSizing="dynamic">
|
||||
<input
|
||||
matInput
|
||||
readonly
|
||||
[matDatepicker]="expiryPicker"
|
||||
[(ngModel)]="expiryDate"
|
||||
[ngModelOptions]="{ standalone: true }"
|
||||
placeholder="Optional"
|
||||
(click)="expiryPicker.open()"
|
||||
/>
|
||||
<mat-datepicker-toggle matSuffix [for]="expiryPicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #expiryPicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="cud-divider"><span>Scan</span></div>
|
||||
|
||||
<div class="cud-grid" [class.cud-grid--two]="sides === 2">
|
||||
<div class="cud-slot">
|
||||
<span class="cud-slot__label">{{ sides === 2 ? 'Front side' : 'Document' }}</span>
|
||||
<label class="cud-dropzone" [class.cud-dropzone--has]="front">
|
||||
<input type="file" [attr.accept]="data.accept" hidden (change)="onFilePick('front', $event)" />
|
||||
@if (frontPreview) {
|
||||
<img [src]="frontPreview" alt="Front side preview" class="cud-dropzone__img" />
|
||||
} @else if (front) {
|
||||
<fa-icon icon="file-alt" class="cud-dropzone__icon"></fa-icon>
|
||||
<p class="cud-dropzone__name">{{ front.name }}</p>
|
||||
} @else {
|
||||
<fa-icon icon="cloud-upload-alt" class="cud-dropzone__icon"></fa-icon>
|
||||
<p class="cud-dropzone__text">Click to choose file</p>
|
||||
}
|
||||
</label>
|
||||
</div>
|
||||
|
||||
@if (sides === 2) {
|
||||
<div class="cud-slot">
|
||||
<span class="cud-slot__label">Back side</span>
|
||||
<label class="cud-dropzone" [class.cud-dropzone--has]="back">
|
||||
<input type="file" [attr.accept]="data.accept" hidden (change)="onFilePick('back', $event)" />
|
||||
@if (backPreview) {
|
||||
<img [src]="backPreview" alt="Back side preview" class="cud-dropzone__img" />
|
||||
} @else if (back) {
|
||||
<fa-icon icon="file-alt" class="cud-dropzone__icon"></fa-icon>
|
||||
<p class="cud-dropzone__name">{{ back.name }}</p>
|
||||
} @else {
|
||||
<fa-icon icon="cloud-upload-alt" class="cud-dropzone__icon"></fa-icon>
|
||||
<p class="cud-dropzone__text">Click to choose file</p>
|
||||
}
|
||||
</label>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
} @else {
|
||||
<div class="cud-grid">
|
||||
<div class="cud-slot">
|
||||
<span class="cud-slot__label">Document</span>
|
||||
<label class="cud-dropzone" [class.cud-dropzone--has]="front">
|
||||
<input type="file" [attr.accept]="data.accept" hidden (change)="onFilePick('front', $event)" />
|
||||
@if (frontPreview) {
|
||||
<img [src]="frontPreview" alt="Preview" class="cud-dropzone__img" />
|
||||
} @else if (front) {
|
||||
<fa-icon icon="file-alt" class="cud-dropzone__icon"></fa-icon>
|
||||
<p class="cud-dropzone__name">{{ front.name }}</p>
|
||||
} @else {
|
||||
<fa-icon icon="cloud-upload-alt" class="cud-dropzone__icon"></fa-icon>
|
||||
<p class="cud-dropzone__text">Click to choose file</p>
|
||||
}
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</mat-dialog-content>
|
||||
|
||||
<mat-dialog-actions class="cud-actions" align="end">
|
||||
<button mat-stroked-button type="button" (click)="cancel()">
|
||||
<fa-icon icon="times"></fa-icon>
|
||||
Cancel
|
||||
</button>
|
||||
<button mat-flat-button color="primary" type="button" [disabled]="!canSubmit" (click)="submit()">
|
||||
<fa-icon icon="upload"></fa-icon>
|
||||
Upload
|
||||
</button>
|
||||
</mat-dialog-actions>
|
||||
+270
@@ -0,0 +1,270 @@
|
||||
/**
|
||||
* 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;
|
||||
max-width: 100%;
|
||||
}
|
||||
|
||||
/* ===================== Header ===================== */
|
||||
.cud-header {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 12px;
|
||||
padding: 20px 24px 16px;
|
||||
border-bottom: 1px solid #eef1f4;
|
||||
|
||||
&__badge {
|
||||
flex-shrink: 0;
|
||||
width: 36px;
|
||||
height: 36px;
|
||||
border-radius: 9px;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
font-size: 15px;
|
||||
color: #fff;
|
||||
background: linear-gradient(135deg, #1a73e8, #4285f4);
|
||||
box-shadow: 0 3px 10px rgb(26 115 232 / 28%);
|
||||
}
|
||||
|
||||
&__text {
|
||||
flex: 1;
|
||||
min-width: 0;
|
||||
}
|
||||
}
|
||||
|
||||
.cud-title {
|
||||
margin: 0 !important;
|
||||
padding: 0;
|
||||
font-size: 16px;
|
||||
font-weight: 700;
|
||||
color: #1a1d21;
|
||||
line-height: 1.3;
|
||||
}
|
||||
|
||||
.cud-subtitle {
|
||||
margin: 2px 0 0;
|
||||
font-size: 12px;
|
||||
color: #6b7280;
|
||||
}
|
||||
|
||||
.cud-close {
|
||||
flex-shrink: 0;
|
||||
width: 32px;
|
||||
height: 32px;
|
||||
margin: -4px -4px 0 0;
|
||||
color: #9aa0a6;
|
||||
|
||||
&:hover {
|
||||
color: #3c4043;
|
||||
}
|
||||
}
|
||||
|
||||
/* ===================== Body / sections ===================== */
|
||||
.cud-body.mat-mdc-dialog-content {
|
||||
padding: 18px 24px !important;
|
||||
max-height: 70vh;
|
||||
}
|
||||
|
||||
.cud-section {
|
||||
margin-bottom: 14px;
|
||||
|
||||
&--dates {
|
||||
display: flex;
|
||||
gap: 14px;
|
||||
|
||||
.cud-date-field {
|
||||
flex: 1;
|
||||
min-width: 0;
|
||||
}
|
||||
}
|
||||
|
||||
&__label {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 7px;
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
color: #475569;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.05em;
|
||||
margin-bottom: 6px;
|
||||
|
||||
fa-icon {
|
||||
color: #1a73e8;
|
||||
font-size: 10.5px;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.cud-field {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.cud-hint {
|
||||
font-size: 12px;
|
||||
color: #6b7280;
|
||||
margin: 6px 0 0;
|
||||
line-height: 1.4;
|
||||
}
|
||||
|
||||
.cud-banner {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 9px;
|
||||
padding: 10px 14px;
|
||||
margin-bottom: 14px;
|
||||
background: #f0fbf6;
|
||||
border: 1px solid #cfecdd;
|
||||
border-radius: 10px;
|
||||
font-size: 12.5px;
|
||||
color: #085041;
|
||||
line-height: 1.45;
|
||||
|
||||
fa-icon {
|
||||
margin-top: 2px;
|
||||
color: #1d9e75;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
}
|
||||
|
||||
.cud-divider {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
margin: 16px 0 12px;
|
||||
font-size: 10.5px;
|
||||
font-weight: 700;
|
||||
color: #9aa0a6;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.08em;
|
||||
|
||||
&::before,
|
||||
&::after {
|
||||
content: '';
|
||||
flex: 1;
|
||||
height: 1px;
|
||||
background: #eef1f4;
|
||||
}
|
||||
}
|
||||
|
||||
/* ===================== Front/back scan grid ===================== */
|
||||
.cud-grid {
|
||||
display: grid;
|
||||
grid-template-columns: 1fr;
|
||||
gap: 12px;
|
||||
|
||||
&--two {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
}
|
||||
|
||||
.cud-slot {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 6px;
|
||||
|
||||
&__label {
|
||||
font-size: 10.5px;
|
||||
font-weight: 700;
|
||||
color: #5f6368;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.05em;
|
||||
}
|
||||
}
|
||||
|
||||
.cud-dropzone {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
gap: 8px;
|
||||
min-height: 130px;
|
||||
padding: 16px;
|
||||
border: 2px dashed #cbd5e1;
|
||||
border-radius: 12px;
|
||||
cursor: pointer;
|
||||
text-align: center;
|
||||
background: #fafbfc;
|
||||
transition:
|
||||
border-color 0.15s,
|
||||
background 0.15s,
|
||||
box-shadow 0.15s;
|
||||
|
||||
&:hover {
|
||||
border-color: #1a73e8;
|
||||
background: #f5f9ff;
|
||||
box-shadow: 0 2px 10px rgb(26 115 232 / 10%);
|
||||
}
|
||||
|
||||
&--has {
|
||||
border-style: solid;
|
||||
border-color: #1d9e75;
|
||||
background: #f0fbf6;
|
||||
}
|
||||
|
||||
&__icon {
|
||||
font-size: 22px;
|
||||
color: #9aa5b1;
|
||||
}
|
||||
|
||||
&--has &__icon {
|
||||
color: #1d9e75;
|
||||
}
|
||||
|
||||
&__text {
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
margin: 0;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
&__name {
|
||||
font-size: 11.5px;
|
||||
color: #085041;
|
||||
font-weight: 600;
|
||||
margin: 0;
|
||||
word-break: break-all;
|
||||
padding: 0 8px;
|
||||
}
|
||||
|
||||
&__img {
|
||||
max-width: 100%;
|
||||
max-height: 150px;
|
||||
border-radius: 8px;
|
||||
object-fit: contain;
|
||||
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
|
||||
}
|
||||
}
|
||||
|
||||
/* ===================== Actions ===================== */
|
||||
.cud-actions {
|
||||
padding: 12px 24px !important;
|
||||
margin: 0 !important;
|
||||
border-top: 1px solid #eef1f4;
|
||||
|
||||
fa-icon {
|
||||
font-size: 12px;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 560px) {
|
||||
:host {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.cud-section--dates {
|
||||
flex-direction: column;
|
||||
gap: 14px;
|
||||
}
|
||||
|
||||
.cud-grid--two {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
}
|
||||
+155
@@ -0,0 +1,155 @@
|
||||
/**
|
||||
* 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, OnDestroy, inject } from '@angular/core';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import {
|
||||
MatDialogRef,
|
||||
MAT_DIALOG_DATA,
|
||||
MatDialogTitle,
|
||||
MatDialogContent,
|
||||
MatDialogActions,
|
||||
MatDialogClose
|
||||
} from '@angular/material/dialog';
|
||||
import { MatIconButton } from '@angular/material/button';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
import { ProofType } from '../../../shared/kyc-proof-types';
|
||||
|
||||
export interface CkycUploadDialogData {
|
||||
title: string;
|
||||
isProofKind: boolean;
|
||||
accept: string;
|
||||
proofOptions?: ProofType[];
|
||||
initialProofType?: ProofType | null;
|
||||
initialDocumentKey?: string;
|
||||
initialIssueDate?: Date | null;
|
||||
initialExpiryDate?: Date | null;
|
||||
}
|
||||
|
||||
export interface CkycUploadDialogResult {
|
||||
proofType?: ProofType | null;
|
||||
front: File;
|
||||
back?: File;
|
||||
/** Document number (Aadhaar/PAN/Passport number, etc.) — same field client creation collects. */
|
||||
documentKey?: string;
|
||||
/** 'yyyy-MM-dd', same as the rest of this app's date fields. */
|
||||
issueDate?: string | null;
|
||||
expiryDate?: string | null;
|
||||
}
|
||||
|
||||
/**
|
||||
* A focused popup for replacing/uploading one CKYC artefact at a time — opened from each card on
|
||||
* the CKYC tab instead of expanding a form inline underneath it. Collects the same details
|
||||
* client creation does for an identity/address proof (document type, number, issue + expiry
|
||||
* date) and shows a client-side preview of whatever image is picked before it's ever sent to the
|
||||
* server; the actual upload still happens back in CkycTabComponent (this dialog only collects
|
||||
* the type, number, dates and file(s), then hands them back).
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-ckyc-upload-dialog',
|
||||
templateUrl: './ckyc-upload-dialog.component.html',
|
||||
styleUrls: ['./ckyc-upload-dialog.component.scss'],
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
FormsModule,
|
||||
MatDialogTitle,
|
||||
MatDialogContent,
|
||||
MatDialogActions,
|
||||
MatDialogClose,
|
||||
MatIconButton,
|
||||
FaIconComponent
|
||||
]
|
||||
})
|
||||
export class CkycUploadDialogComponent implements OnDestroy {
|
||||
private dates = inject(Dates);
|
||||
dialogRef = inject<MatDialogRef<CkycUploadDialogComponent, CkycUploadDialogResult | null>>(MatDialogRef);
|
||||
data = inject<CkycUploadDialogData>(MAT_DIALOG_DATA);
|
||||
|
||||
selectedProofType: ProofType | null = this.data.initialProofType || null;
|
||||
documentKey = this.data.initialDocumentKey || '';
|
||||
issueDate: Date | null = this.data.initialIssueDate || null;
|
||||
expiryDate: Date | null = this.data.initialExpiryDate || null;
|
||||
|
||||
front: File | null = null;
|
||||
back: File | null = null;
|
||||
frontPreview: string | null = null;
|
||||
backPreview: string | null = null;
|
||||
|
||||
get sides(): number {
|
||||
return this.data.isProofKind ? (this.selectedProofType?.sides ?? 1) : 1;
|
||||
}
|
||||
|
||||
get canSubmit(): boolean {
|
||||
if (this.data.isProofKind) {
|
||||
if (!this.selectedProofType) return false;
|
||||
if (!this.documentKey.trim()) return false;
|
||||
}
|
||||
if (!this.front) return false;
|
||||
if (this.sides === 2 && !this.back) return false;
|
||||
return true;
|
||||
}
|
||||
|
||||
compareProofType = (a: ProofType | null, b: ProofType | null): boolean => (a?.id ?? null) === (b?.id ?? null);
|
||||
|
||||
onProofTypeChange(proof: ProofType | null): void {
|
||||
this.selectedProofType = proof;
|
||||
this.clearSlot('front');
|
||||
this.clearSlot('back');
|
||||
}
|
||||
|
||||
onFilePick(slot: 'front' | 'back', event: any): void {
|
||||
const file = event?.target?.files?.[0];
|
||||
if (event?.target) event.target.value = '';
|
||||
if (!file) return;
|
||||
|
||||
this.clearSlot(slot);
|
||||
const preview = file.type?.startsWith('image/') ? URL.createObjectURL(file) : null;
|
||||
if (slot === 'front') {
|
||||
this.front = file;
|
||||
this.frontPreview = preview;
|
||||
} else {
|
||||
this.back = file;
|
||||
this.backPreview = preview;
|
||||
}
|
||||
}
|
||||
|
||||
private clearSlot(slot: 'front' | 'back'): void {
|
||||
if (slot === 'front') {
|
||||
if (this.frontPreview) URL.revokeObjectURL(this.frontPreview);
|
||||
this.front = null;
|
||||
this.frontPreview = null;
|
||||
} else {
|
||||
if (this.backPreview) URL.revokeObjectURL(this.backPreview);
|
||||
this.back = null;
|
||||
this.backPreview = null;
|
||||
}
|
||||
}
|
||||
|
||||
submit(): void {
|
||||
if (!this.canSubmit) return;
|
||||
this.dialogRef.close({
|
||||
proofType: this.selectedProofType,
|
||||
front: this.front!,
|
||||
back: this.sides === 2 ? this.back! : undefined,
|
||||
documentKey: this.data.isProofKind ? this.documentKey.trim() : undefined,
|
||||
issueDate: this.issueDate ? this.dates.getDate(this.issueDate) : null,
|
||||
expiryDate: this.expiryDate ? this.dates.getDate(this.expiryDate) : null
|
||||
});
|
||||
}
|
||||
|
||||
cancel(): void {
|
||||
this.dialogRef.close(null);
|
||||
}
|
||||
|
||||
ngOnDestroy(): void {
|
||||
if (this.frontPreview) URL.revokeObjectURL(this.frontPreview);
|
||||
if (this.backPreview) URL.revokeObjectURL(this.backPreview);
|
||||
}
|
||||
}
|
||||
@@ -55,7 +55,10 @@
|
||||
<div class="f121__note">
|
||||
<mat-icon>info_outline</mat-icon>
|
||||
<div>
|
||||
@if (!dateOfBirth) {
|
||||
@if (configMissing) {
|
||||
TDS rates for FY {{ fy }} are not configured, so the tax cannot be computed. Set them up under Organization
|
||||
› TDS Configuration.
|
||||
} @else if (!dateOfBirth) {
|
||||
Date of birth is not on record, so the senior-citizen threshold cannot be determined. Add it on the Personal
|
||||
Data tab.
|
||||
} @else {
|
||||
@@ -113,8 +116,8 @@
|
||||
<div class="f121__note f121__note--warn">
|
||||
<mat-icon>warning_amber</mat-icon>
|
||||
<div>
|
||||
A Form 121 declaration is on record for this year, but withholding is still switched on for one or more
|
||||
deposits. Turn it off on those accounts, or tax will keep being deducted.
|
||||
A declaration is on record for this year, but one or more deposits still carry a tax group. Those accounts
|
||||
deduct on their own and ignore the declaration — remove the tax group from them.
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
@@ -189,20 +192,90 @@
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
@if (declarationOnRecord && declarationFy) {
|
||||
@if (declarationRecord; as d) {
|
||||
<div class="f121__kv-row">
|
||||
<span>Declared for</span>
|
||||
<span>FY {{ declarationFy }}</span>
|
||||
<span>FY {{ d.fy }} · Form {{ d.formType }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (declarationOnRecord && !acceptanceDateKnown) {
|
||||
<div class="f121__kv-row f121__kv-row--muted">
|
||||
<span>Acceptance date</span>
|
||||
<div class="f121__kv-row">
|
||||
<span>Accepted on</span>
|
||||
<span>
|
||||
Not captured — the declaration is treated as covering the whole year. A mid-year acceptance would change
|
||||
the figures below.
|
||||
{{ d.acceptedOn | date: 'd MMM y' }} — no TDS on interest credited from this day to 31 March. Interest
|
||||
credited before it is taxed as usual.
|
||||
</span>
|
||||
</div>
|
||||
@if (d.uin) {
|
||||
<div class="f121__kv-row">
|
||||
<span>UIN</span>
|
||||
<span class="f121__mono">{{ d.uin }}</span>
|
||||
</div>
|
||||
}
|
||||
<div class="f121__kv-row">
|
||||
<span></span>
|
||||
<span>
|
||||
<button type="button" class="f121__btn f121__btn--warn" (click)="revokeDeclaration()">
|
||||
Withdraw declaration
|
||||
</button>
|
||||
</span>
|
||||
</div>
|
||||
} @else if (fy && !configMissing) {
|
||||
<div class="f121__kv-row">
|
||||
<span></span>
|
||||
<span>
|
||||
@if (!showDeclarationForm) {
|
||||
<button type="button" class="f121__btn" (click)="openDeclarationForm()" [disabled]="!panWellFormed">
|
||||
Record {{ formLabel }} for FY {{ fy }}
|
||||
</button>
|
||||
@if (!panWellFormed) {
|
||||
<div class="muted">A valid PAN must be on the KYC first — a declaration without one is void.</div>
|
||||
}
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
@if (showDeclarationForm) {
|
||||
<div class="f121__decl-form">
|
||||
<label>
|
||||
<span>Accepted on *</span>
|
||||
<input type="date" [(ngModel)]="newDeclaration.acceptedOn" />
|
||||
</label>
|
||||
<label>
|
||||
<span>UIN</span>
|
||||
<input type="text" [(ngModel)]="newDeclaration.uin" placeholder="Allotted on acceptance" />
|
||||
</label>
|
||||
<label>
|
||||
<span>Estimated income for the year (₹)</span>
|
||||
<input type="number" min="0" [(ngModel)]="newDeclaration.estimatedIncome" />
|
||||
</label>
|
||||
@if (declarationError) {
|
||||
<div class="f121__note f121__note--warn">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<div>{{ declarationError }}</div>
|
||||
</div>
|
||||
}
|
||||
<div class="f121__decl-actions">
|
||||
<button type="button" class="f121__btn" (click)="showDeclarationForm = false">Cancel</button>
|
||||
<button
|
||||
type="button"
|
||||
class="f121__btn f121__btn--primary"
|
||||
(click)="saveDeclaration()"
|
||||
[disabled]="savingDeclaration"
|
||||
>
|
||||
{{ savingDeclaration ? 'Saving…' : 'Save declaration' }}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
@for (old of declarations; track old.id) {
|
||||
@if (old.revoked && old.fy === fy) {
|
||||
<div class="f121__kv-row f121__kv-row--muted">
|
||||
<span>Withdrawn</span>
|
||||
<span>
|
||||
Form {{ old.formType }} accepted {{ old.acceptedOn | date: 'd MMM y' }}, withdrawn
|
||||
{{ old.revokedOn | date: 'd MMM y' }} — {{ old.revokeReason }}
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
@if (eligibility) {
|
||||
@for (reason of eligibility.reasons; track reason) {
|
||||
|
||||
@@ -332,3 +332,61 @@
|
||||
font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
/* ── Recording a declaration ── */
|
||||
.f121__btn {
|
||||
padding: 6px 14px;
|
||||
border: 1px solid #d1d5db;
|
||||
border-radius: 6px;
|
||||
background: #fff;
|
||||
font: inherit;
|
||||
font-size: 12.5px;
|
||||
font-weight: 600;
|
||||
cursor: pointer;
|
||||
|
||||
&:disabled {
|
||||
opacity: 0.55;
|
||||
cursor: not-allowed;
|
||||
}
|
||||
|
||||
&--primary {
|
||||
border-color: #1d4ed8;
|
||||
background: #1d4ed8;
|
||||
color: #fff;
|
||||
}
|
||||
|
||||
&--warn {
|
||||
border-color: #b45309;
|
||||
color: #b45309;
|
||||
}
|
||||
}
|
||||
|
||||
.f121__decl-form {
|
||||
display: grid;
|
||||
gap: 10px;
|
||||
padding: 12px 16px;
|
||||
|
||||
label {
|
||||
display: grid;
|
||||
gap: 4px;
|
||||
font-size: 12px;
|
||||
|
||||
span {
|
||||
color: #6b7280;
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
input {
|
||||
max-width: 280px;
|
||||
padding: 6px 8px;
|
||||
border: 1px solid #d1d5db;
|
||||
border-radius: 6px;
|
||||
font: inherit;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.f121__decl-actions {
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
}
|
||||
|
||||
@@ -23,6 +23,8 @@ import { SavingsService } from 'app/savings/savings.service';
|
||||
import { FixedDepositsService } from 'app/deposits/fixed-deposits/fixed-deposits.service';
|
||||
import { RecurringDepositsService } from 'app/deposits/recurring-deposits/recurring-deposits.service';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { TdsDeclarationRecord, TdsReportsService } from 'app/tds-reports/tds-reports.service';
|
||||
import { TdsDeductee } from 'app/tds-reports/tds-reports-data';
|
||||
|
||||
/** Domain logic */
|
||||
import {
|
||||
@@ -111,6 +113,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
private savingsService = inject(SavingsService);
|
||||
private fixedDepositsService = inject(FixedDepositsService);
|
||||
private recurringDepositsService = inject(RecurringDepositsService);
|
||||
private tdsService = inject(TdsReportsService);
|
||||
|
||||
private destroy$ = new Subject<void>();
|
||||
|
||||
@@ -124,23 +127,25 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
pan = '';
|
||||
panWellFormed = false;
|
||||
|
||||
// ── Declaration on record ──
|
||||
declarationOnRecord = false;
|
||||
// ── Declarations on record ──
|
||||
/**
|
||||
* Every declaration the customer has given, each for one year and from the day the branch
|
||||
* accepted it. The KYC record only ever held a type and a year, which made a September
|
||||
* declaration shield interest back to April and let last year's form run on.
|
||||
*/
|
||||
declarations: TdsDeclarationRecord[] = [];
|
||||
/**
|
||||
* The form actually in force for the selected year. From FY 2026-27 a single
|
||||
* Form 121 replaced the 15G/15H split, so this is derived from the year rather
|
||||
* than from the payee's age.
|
||||
*/
|
||||
declarationForm: DeclarationForm = '121';
|
||||
/** Kind recorded at KYC, meaningful only for a pre-2026 year. */
|
||||
declarationKind: '15G' | '15H' = '15G';
|
||||
declarationFy = '';
|
||||
/**
|
||||
* The KYC step records only the year, not the date the branch accepted the
|
||||
* declaration, so it has to be treated as covering the whole year. Surfaced on
|
||||
* screen rather than hidden — a mid-year acceptance would change the figures.
|
||||
*/
|
||||
acceptanceDateKnown = false;
|
||||
|
||||
// ── Recording a declaration ──
|
||||
showDeclarationForm = false;
|
||||
savingDeclaration = false;
|
||||
declarationError = '';
|
||||
newDeclaration = { acceptedOn: '', uin: '', estimatedIncome: null as number | null };
|
||||
|
||||
eligibility: EligibilityResult | null = null;
|
||||
|
||||
@@ -153,11 +158,13 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
schedule: TdsSchedule | null = null;
|
||||
actualTds = 0;
|
||||
tdsSaved = 0;
|
||||
/** The selected year has no entry on Organization › TDS Configuration. */
|
||||
configMissing = false;
|
||||
|
||||
/** Raw account inputs, kept so the year selector can recompute cheaply. */
|
||||
private accountInputs: (TdsAccountInput & { meta: Form121AccountRow })[] = [];
|
||||
/** Withheld-tax postings by FY, from the ledger. */
|
||||
private actualTdsByFy = new Map<string, number>();
|
||||
private accountInputs: (TdsAccountInput & { meta: Form121AccountRow; taxLines: InterestCredit[] })[] = [];
|
||||
/** This customer's FD/RD interest received in savings, and TDS taken there, per year. */
|
||||
private platformByFy = new Map<string, TdsDeductee | null>();
|
||||
|
||||
ngOnInit(): void {
|
||||
this.route.parent.params.pipe(takeUntil(this.destroy$)).subscribe((params: any) => {
|
||||
@@ -180,13 +187,15 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
forkJoin({
|
||||
client: this.clientsService.getClientData(this.clientId, true).pipe(catchError(() => of(null))),
|
||||
kyc: this.clientsService.getClientKyc(this.clientId, true).pipe(catchError(() => of(null))),
|
||||
accounts: this.clientsService.getClientAccountData(this.clientId).pipe(catchError(() => of(null)))
|
||||
accounts: this.clientsService.getClientAccountData(this.clientId).pipe(catchError(() => of(null))),
|
||||
declarations: this.tdsService.getDeclarations(Number(this.clientId)).pipe(catchError(() => of([])))
|
||||
})
|
||||
.pipe(
|
||||
takeUntil(this.destroy$),
|
||||
switchMap(({ client, kyc, accounts }) => {
|
||||
switchMap(({ client, kyc, accounts, declarations }) => {
|
||||
this.applyClient(client);
|
||||
this.applyKyc(kyc);
|
||||
this.declarations = declarations || [];
|
||||
const deposits = this.depositAccountsOf(accounts);
|
||||
return deposits.length ? forkJoin(deposits.map((a) => this.fetchAccount(a))) : of([] as any[]);
|
||||
}),
|
||||
@@ -210,11 +219,8 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
private applyKyc(kyc: any): void {
|
||||
this.pan = (kyc?.panNumber ?? '').toUpperCase();
|
||||
this.panWellFormed = isWellFormedPan(this.pan);
|
||||
this.declarationOnRecord = !!kyc?.form15Applicable;
|
||||
this.declarationKind = kyc?.form15Type === '15H' ? '15H' : '15G';
|
||||
this.declarationForm = this.fy ? declarationFormFor(this.fy, this.dateOfBirth) : '121';
|
||||
this.declarationFy = kyc?.form15FY ?? '';
|
||||
this.acceptanceDateKnown = false;
|
||||
this.declarationForm =
|
||||
this.fy && FY_TAX_CONFIG[normaliseFy(this.fy)] ? declarationFormFor(this.fy, this.dateOfBirth) : '121';
|
||||
}
|
||||
|
||||
/** Savings, FD and RD accounts — everything that can credit interest. */
|
||||
@@ -248,7 +254,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
*/
|
||||
private ingest(details: any[]): void {
|
||||
this.accountInputs = [];
|
||||
this.actualTdsByFy = new Map<string, number>();
|
||||
this.platformByFy = new Map<string, TdsDeductee | null>();
|
||||
const fys = new Set<string>();
|
||||
const clientIdNum = Number(this.clientId);
|
||||
|
||||
@@ -269,6 +275,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
};
|
||||
|
||||
const credits: InterestCredit[] = [];
|
||||
const taxLines: InterestCredit[] = [];
|
||||
let tdsDeducted = 0;
|
||||
|
||||
for (const t of d.transactions ?? []) {
|
||||
@@ -286,8 +293,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
} else if (t.transactionType?.withholdTax) {
|
||||
const amount = t.amount ?? 0;
|
||||
tdsDeducted += amount;
|
||||
const txnFy = fyOf(iso);
|
||||
this.actualTdsByFy.set(txnFy, (this.actualTdsByFy.get(txnFy) ?? 0) + amount);
|
||||
taxLines.push({ date: iso, amount, accountNo: ref.accountNo });
|
||||
}
|
||||
}
|
||||
|
||||
@@ -310,12 +316,12 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
deducteeClientId: deductee
|
||||
};
|
||||
|
||||
this.accountInputs.push({ ...ref, credits, meta });
|
||||
this.accountInputs.push({ ...ref, credits, taxLines, meta });
|
||||
}
|
||||
|
||||
this.availableFys = [...fys].sort().reverse();
|
||||
if (!this.availableFys.includes(this.fy)) {
|
||||
this.fy = this.availableFys[0] ?? (this.declarationFy ? normaliseFy(this.declarationFy) : '');
|
||||
this.fy = this.availableFys[0] ?? this.declarations[0]?.fy ?? Object.keys(FY_TAX_CONFIG).sort().reverse()[0] ?? '';
|
||||
}
|
||||
}
|
||||
|
||||
@@ -333,14 +339,39 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
}
|
||||
|
||||
const year = normaliseFy(this.fy);
|
||||
this.configMissing = !FY_TAX_CONFIG[year];
|
||||
|
||||
// TDS is tracked on FD/RD interest once it reaches savings, and deducted there. Those figures live
|
||||
// on the platform, not in the deposit's own transactions, so they are fetched once per year and
|
||||
// the computation waits for them.
|
||||
if (!this.platformByFy.has(year)) {
|
||||
this.loadPlatformYear(year);
|
||||
return;
|
||||
}
|
||||
const platform = this.platformByFy.get(year);
|
||||
for (const a of this.accountInputs) {
|
||||
if (!a.meta.tdsApplicable) {
|
||||
continue;
|
||||
}
|
||||
const match = platform?.accounts.find((p) => p.accountNo === a.accountNo);
|
||||
a.credits = match?.credits ?? [];
|
||||
a.taxLines = match?.deductions ?? [];
|
||||
}
|
||||
|
||||
// Per-account interest for the selected year, for the three lists.
|
||||
for (const a of this.accountInputs) {
|
||||
a.meta.interest = a.credits.filter((c) => fyOf(c.date) === year).reduce((s, c) => s + c.amount, 0);
|
||||
// The selected year only - this used to total every year the account had ever been taxed in.
|
||||
a.meta.tdsDeducted = a.meta.tdsApplicable
|
||||
? a.taxLines.filter((c) => fyOf(c.date) === year).reduce((s, c) => s + c.amount, 0)
|
||||
: 0;
|
||||
}
|
||||
this.actualTds = this.actualTdsByFy.get(year) ?? 0;
|
||||
// What was actually debited for this customer as deductee, wherever the savings account sits.
|
||||
this.actualTds = this.accountInputs
|
||||
.filter((a) => a.meta.tdsApplicable)
|
||||
.reduce((s, a) => s + a.meta.tdsDeducted, 0);
|
||||
|
||||
if (!this.dateOfBirth) {
|
||||
if (!this.dateOfBirth || this.configMissing) {
|
||||
return;
|
||||
}
|
||||
|
||||
@@ -378,21 +409,95 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
return applicable.some((a) => a.meta.mode === 'QUARTERLY') ? 'QUARTERLY' : 'ANNUAL';
|
||||
}
|
||||
|
||||
/** The declaration, but only when it was filed for the year being shown. */
|
||||
private declarationForSelectedFy(): Declaration | null {
|
||||
if (!this.declarationOnRecord || !this.fy) {
|
||||
private loadPlatformYear(year: string): void {
|
||||
this.tdsService
|
||||
.getDepositInterest(Number(year.slice(0, 4)), Number(this.clientId))
|
||||
.pipe(
|
||||
catchError(() => of([])),
|
||||
takeUntil(this.destroy$)
|
||||
)
|
||||
.subscribe((rows) => {
|
||||
this.platformByFy.set(year, rows.find((r) => `${r.clientId}` === `${this.clientId}`) ?? null);
|
||||
this.recompute();
|
||||
});
|
||||
}
|
||||
|
||||
/** The live declaration recorded for the year being shown, if any. */
|
||||
get declarationRecord(): TdsDeclarationRecord | null {
|
||||
if (!this.fy) {
|
||||
return null;
|
||||
}
|
||||
const year = normaliseFy(this.fy);
|
||||
if (this.declarationFy && normaliseFy(this.declarationFy) !== year) {
|
||||
return this.declarations.find((d) => d.fy === year && !d.revoked) ?? null;
|
||||
}
|
||||
|
||||
get declarationOnRecord(): boolean {
|
||||
return !!this.declarationRecord;
|
||||
}
|
||||
|
||||
/** The declaration as the engine takes it — operative from the day it was accepted. */
|
||||
private declarationForSelectedFy(): Declaration | null {
|
||||
const d = this.declarationRecord;
|
||||
if (!d) {
|
||||
return null;
|
||||
}
|
||||
return {
|
||||
kind: this.declarationKind,
|
||||
// No acceptance date on record — treated as covering the whole year.
|
||||
acceptedOn: `${year.slice(0, 4)}-04-01`,
|
||||
fy: year
|
||||
};
|
||||
const kind = d.formType === '15H' ? '15H' : d.formType === '15G' ? '15G' : formKindFor(this.dateOfBirth, d.fy);
|
||||
return { kind, acceptedOn: d.acceptedOn, fy: d.fy, uin: d.uin || undefined };
|
||||
}
|
||||
|
||||
openDeclarationForm(): void {
|
||||
this.newDeclaration = { acceptedOn: new Date().toISOString().slice(0, 10), uin: '', estimatedIncome: null };
|
||||
this.declarationError = '';
|
||||
this.showDeclarationForm = true;
|
||||
}
|
||||
|
||||
saveDeclaration(): void {
|
||||
if (!this.newDeclaration.acceptedOn) {
|
||||
this.declarationError = 'Enter the date the branch accepted the form.';
|
||||
return;
|
||||
}
|
||||
this.savingDeclaration = true;
|
||||
this.declarationError = '';
|
||||
this.tdsService
|
||||
.createDeclaration({
|
||||
clientId: Number(this.clientId),
|
||||
fy: normaliseFy(this.fy),
|
||||
formType: declarationFormFor(this.fy, this.dateOfBirth),
|
||||
acceptedOn: this.newDeclaration.acceptedOn,
|
||||
uin: this.newDeclaration.uin || undefined,
|
||||
estimatedIncome: this.newDeclaration.estimatedIncome
|
||||
})
|
||||
.subscribe({
|
||||
next: (rows) => {
|
||||
this.savingDeclaration = false;
|
||||
this.showDeclarationForm = false;
|
||||
this.declarations = rows || [];
|
||||
this.recompute();
|
||||
},
|
||||
error: (err: any) => {
|
||||
this.savingDeclaration = false;
|
||||
this.declarationError =
|
||||
err?.error?.errors?.[0]?.defaultUserMessage || err?.error?.defaultUserMessage || 'Could not save.';
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
revokeDeclaration(): void {
|
||||
const d = this.declarationRecord;
|
||||
if (!d) {
|
||||
return;
|
||||
}
|
||||
const reason = prompt('Why is this declaration being withdrawn? From today, TDS will be deducted again.');
|
||||
if (!reason) {
|
||||
return;
|
||||
}
|
||||
this.tdsService.revokeDeclaration(d.id, reason).subscribe({
|
||||
next: (rows) => {
|
||||
this.declarations = rows || [];
|
||||
this.recompute();
|
||||
},
|
||||
error: (err: any) => alert(err?.error?.defaultUserMessage || 'Could not revoke the declaration.')
|
||||
});
|
||||
}
|
||||
|
||||
// ───────────────────────── Template helpers ─────────────────────────
|
||||
@@ -411,7 +516,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
|
||||
/** The form the payee would file for the selected year. */
|
||||
get formLabel(): string {
|
||||
if (!this.fy) {
|
||||
if (!this.fy || this.configMissing) {
|
||||
return '—';
|
||||
}
|
||||
const form = declarationFormFor(this.fy, this.dateOfBirth);
|
||||
@@ -470,11 +575,12 @@ export class Form121TabComponent implements OnInit, OnDestroy {
|
||||
}
|
||||
|
||||
/**
|
||||
* A declaration is on record but deposit accounts are still set to withhold —
|
||||
* the branch has not switched them off.
|
||||
* A declaration is on record but a deposit still carries a stock Fineract tax group. Those
|
||||
* accounts withhold on their own rules and never consult the declaration record, so the form
|
||||
* does not stop their deduction until the tax group is removed.
|
||||
*/
|
||||
get declarationNotAppliedToAccounts(): boolean {
|
||||
return !!this.declarationForSelectedFy() && this.liableAccounts.some((a) => a.withHoldTax);
|
||||
return !!this.declarationForSelectedFy() && this.liableAccounts.some((a) => !!a.taxGroup);
|
||||
}
|
||||
|
||||
/**
|
||||
|
||||
@@ -591,16 +591,13 @@
|
||||
<i class="fa fa-calendar section-header__icon"></i>
|
||||
<h3 class="section-header__title">{{ 'labels.heading.Recurring Deposit Accounts' | translate }}</h3>
|
||||
</div>
|
||||
<div class="section-header__right">
|
||||
<button mat-raised-button color="primary" (click)="toggleRecurringAccountsOverview()">
|
||||
{{ viewAccountsLabel(showClosedRecurringAccounts) | translate }}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (!showClosedRecurringAccounts) {
|
||||
<!-- Active and ended recurring deposits share one table; the Status column says how each one ended (matured or
|
||||
closed early), so the client's RD history stays visible without switching views. -->
|
||||
@if (savingAccounts) {
|
||||
<div class="table-wrapper">
|
||||
<table mat-table [dataSource]="savingAccounts | accountsFilter: 'saving' : 'open' : 'isRecurring'">
|
||||
<table mat-table [dataSource]="savingAccounts | accountsFilter: 'saving' : 'all' : 'isRecurring'">
|
||||
<ng-container matColumnDef="Account No">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account No' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let element">
|
||||
@@ -614,6 +611,15 @@
|
||||
<mifosx-long-text textValue="{{ element.productName }}" chars="35"></mifosx-long-text>
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="Status">
|
||||
<th mat-header-cell *matHeaderCellDef>Status</th>
|
||||
<td mat-cell *matCellDef="let element">
|
||||
<span class="rd-status" [class.rd-status--ended]="element.timeline?.closedOnDate">{{ rdStatusLabel(element) }}</span>
|
||||
@if (element.timeline?.closedOnDate) {
|
||||
<div class="rd-status__date">on {{ element.timeline.closedOnDate | dateFormat }}</div>
|
||||
}
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="Last Active">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Last Active' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let element">{{ element.lastActiveTransactionDate | dateFormat }}</td>
|
||||
@@ -638,7 +644,7 @@
|
||||
<i class="fa fa-check"></i>
|
||||
</button>
|
||||
}
|
||||
@if (!element.status.submittedAndPendingApproval && !element.status.active) {
|
||||
@if (element.status.approved) {
|
||||
<button
|
||||
class="account-action-button"
|
||||
mat-raised-button
|
||||
@@ -664,7 +670,7 @@
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="no-data">
|
||||
<td mat-footer-cell *matFooterCellDef [attr.colspan]="openSavingsColumns.length">
|
||||
<td mat-footer-cell *matFooterCellDef [attr.colspan]="recurringColumns.length">
|
||||
<div class="table-empty-state">
|
||||
<i class="fa fa-folder-open-o table-empty-state__icon"></i>
|
||||
<p class="table-empty-state__text">
|
||||
@@ -674,67 +680,17 @@
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<tr mat-header-row *matHeaderRowDef="openSavingsColumns"></tr>
|
||||
<tr mat-header-row *matHeaderRowDef="recurringColumns"></tr>
|
||||
<tr
|
||||
mat-row
|
||||
*matRowDef="let row; columns: openSavingsColumns"
|
||||
*matRowDef="let row; columns: recurringColumns"
|
||||
[routerLink]="['../', 'recurring-deposits-accounts', row.id, 'general']"
|
||||
class="select-row"
|
||||
></tr>
|
||||
<tr
|
||||
mat-footer-row
|
||||
*matFooterRowDef="
|
||||
(savingAccounts | accountsFilter: 'saving' : 'open' : 'isRecurring')?.length === 0 ? ['no-data'] : []
|
||||
"
|
||||
></tr>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Closed Recurring Deposit Accounts -->
|
||||
@if (showClosedRecurringAccounts) {
|
||||
<div class="table-wrapper">
|
||||
<table mat-table [dataSource]="savingAccounts | accountsFilter: 'saving' : 'closed' : 'isRecurring'">
|
||||
<ng-container matColumnDef="Account No">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account No' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let element">
|
||||
<i class="fa fa-stop" [ngClass]="element.status.code | statusLookup"></i>
|
||||
<mifosx-account-number accountNo="{{ element.accountNo }}"></mifosx-account-number>
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="Saving Account">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Recurring Deposit Product' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let element">
|
||||
<mifosx-long-text textValue="{{ element.productName }}" chars="35"></mifosx-long-text>
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="Closed Date">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Closed Date' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let element">{{ element.timeline.closedOnDate | dateFormat }}</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="no-data">
|
||||
<td mat-footer-cell *matFooterCellDef [attr.colspan]="closedSavingsColumns.length">
|
||||
<div class="table-empty-state">
|
||||
<i class="fa fa-folder-open-o table-empty-state__icon"></i>
|
||||
<p class="table-empty-state__text">
|
||||
{{ 'labels.messages.No Closed Recurring Deposit Accounts Available' | translate }}
|
||||
</p>
|
||||
</div>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<tr mat-header-row *matHeaderRowDef="closedSavingsColumns"></tr>
|
||||
<tr
|
||||
mat-row
|
||||
*matRowDef="let row; columns: closedSavingsColumns"
|
||||
[routerLink]="['../', 'recurring-deposits-accounts', row.id, 'general']"
|
||||
class="select-row"
|
||||
></tr>
|
||||
<tr
|
||||
mat-footer-row
|
||||
*matFooterRowDef="
|
||||
(savingAccounts | accountsFilter: 'saving' : 'closed' : 'isRecurring')?.length === 0 ? ['no-data'] : []
|
||||
(savingAccounts | accountsFilter: 'saving' : 'all' : 'isRecurring')?.length === 0 ? ['no-data'] : []
|
||||
"
|
||||
></tr>
|
||||
</table>
|
||||
|
||||
@@ -419,3 +419,24 @@ table[mat-table] {
|
||||
font-size: 24px;
|
||||
z-index: 1;
|
||||
}
|
||||
|
||||
.rd-status {
|
||||
display: inline-block;
|
||||
padding: 2px 8px;
|
||||
border-radius: 10px;
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
background: #dcfce7;
|
||||
color: #166534;
|
||||
|
||||
&--ended {
|
||||
background: #e2e8f0;
|
||||
color: #475569;
|
||||
}
|
||||
}
|
||||
|
||||
.rd-status__date {
|
||||
margin-top: 2px;
|
||||
font-size: 11px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
@@ -187,6 +187,15 @@ export class GeneralTabComponent implements OnDestroy {
|
||||
'Saving Account',
|
||||
'Closed Date'
|
||||
];
|
||||
/** Closed Recurring Deposit Accounts Columns - with how each one ended, for tracking. */
|
||||
recurringColumns: string[] = [
|
||||
'Account No',
|
||||
'Saving Account',
|
||||
'Status',
|
||||
'Last Active',
|
||||
'Balance',
|
||||
'Actions'
|
||||
];
|
||||
/** Open Shares Accounts Columns */
|
||||
openSharesColumns: string[] = [
|
||||
'Account No',
|
||||
@@ -475,6 +484,30 @@ export class GeneralTabComponent implements OnDestroy {
|
||||
);
|
||||
}
|
||||
|
||||
/** Where a recurring deposit stands - for one that has ended, how it ended. */
|
||||
rdStatusLabel(account: any): string {
|
||||
switch (account?.status?.code) {
|
||||
case 'savingsAccountStatusType.active':
|
||||
return 'Active';
|
||||
case 'savingsAccountStatusType.matured':
|
||||
return 'Matured (not closed)';
|
||||
case 'savingsAccountStatusType.submitted.and.pending.approval':
|
||||
return 'Pending Approval';
|
||||
case 'savingsAccountStatusType.approved':
|
||||
return 'Approved';
|
||||
case 'savingsAccountStatusType.closed':
|
||||
return 'Matured & Closed';
|
||||
case 'savingsAccountStatusType.pre.mature.closure':
|
||||
return 'Premature Closed';
|
||||
case 'savingsAccountStatusType.rejected':
|
||||
return 'Rejected';
|
||||
case 'savingsAccountStatusType.withdrawn.by.applicant':
|
||||
return 'Withdrawn by Client';
|
||||
default:
|
||||
return account?.status?.value ?? '';
|
||||
}
|
||||
}
|
||||
|
||||
viewAccountsLabel(closed: boolean): string {
|
||||
if (closed) {
|
||||
return 'labels.buttons.View Active Accounts';
|
||||
|
||||
@@ -229,7 +229,7 @@ export class IdentitiesTabComponent implements OnDestroy {
|
||||
}
|
||||
const identifierData = {
|
||||
documentTypeId,
|
||||
status: 'Active',
|
||||
status: 'ACTIVE',
|
||||
documentKey: kind === 'id' ? section.documentKey : `${proofName} - ${this.clientId}`,
|
||||
description: kind === 'address' && section.address ? section.address : description
|
||||
};
|
||||
|
||||
@@ -82,12 +82,13 @@
|
||||
<strong class="kyc-doc-alert__title">{{ kycDocumentAlertTitle }}</strong>
|
||||
<p class="kyc-doc-alert__text">{{ kycDocumentAlertMessage }}</p>
|
||||
</div>
|
||||
<!-- Same dialog as the document's own row: the banner is asking for exactly that. -->
|
||||
<button
|
||||
mat-flat-button
|
||||
color="primary"
|
||||
type="button"
|
||||
class="kyc-doc-alert__action"
|
||||
(click)="toggleEditMode()"
|
||||
(click)="updateKycDocument()"
|
||||
>
|
||||
Update Document
|
||||
</button>
|
||||
@@ -470,7 +471,11 @@
|
||||
}
|
||||
</span>
|
||||
<span class="kv-table__col kv-table__col--action">
|
||||
<button mat-stroked-button class="kv-action-btn" type="button" (click)="toggleEditMode()">Update</button>
|
||||
<!-- The document is re-collected in its own dialog, the way PAN and Aadhaar are dealt
|
||||
with on their rows, rather than by opening the whole KYC form for editing. -->
|
||||
<button mat-stroked-button class="kv-action-btn" type="button" (click)="updateKycDocument()">
|
||||
Update
|
||||
</button>
|
||||
</span>
|
||||
</div>
|
||||
}
|
||||
@@ -1137,6 +1142,46 @@
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
|
||||
<!-- Risk profile. These are determinations about the customer rather than about anything they
|
||||
transacted, and the re-rating policy reads them directly: a PEP or a sanctions match holds the
|
||||
rating at High however ordinary the period's activity looks, and the declared income is what
|
||||
turnover is measured against. Until they are recorded the policy has nothing to test. -->
|
||||
<div class="full-span kyc-doc-fields">
|
||||
<div class="kyc-doc-fields__head">
|
||||
<h4 class="kyc-doc-fields__title">Risk Profile</h4>
|
||||
<span class="kyc-doc-fields__hint">Used by the periodic risk review</span>
|
||||
</div>
|
||||
|
||||
<div class="kyc-risk-flags">
|
||||
<mat-checkbox formControlName="isPep">
|
||||
Politically Exposed Person
|
||||
<span class="kyc-risk-hint">Holds the rating at High; never lowered on ordinary activity</span>
|
||||
</mat-checkbox>
|
||||
<mat-checkbox formControlName="sanctionsMatch">
|
||||
Sanctions / watch-list match
|
||||
<span class="kyc-risk-hint">UNSC, MHA or internal watch list</span>
|
||||
</mat-checkbox>
|
||||
<mat-checkbox formControlName="adverseMediaMatch">
|
||||
Adverse media / regulatory action
|
||||
<span class="kyc-risk-hint">FIR, court proceedings or published action</span>
|
||||
</mat-checkbox>
|
||||
</div>
|
||||
|
||||
<div class="kyc-doc-fields__grid">
|
||||
<mat-form-field appearance="outline">
|
||||
<mat-label>Declared annual income (₹)</mat-label>
|
||||
<input matInput type="number" min="0" formControlName="declaredAnnualIncome" />
|
||||
<mat-hint>As stated by the customer</mat-hint>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline">
|
||||
<mat-label>Declared annual turnover (₹)</mat-label>
|
||||
<input matInput type="number" min="0" formControlName="declaredAnnualTurnover" />
|
||||
<mat-hint>For a business customer</mat-hint>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Officially Valid Document. Shown when one is on file or the alert is asking for
|
||||
it, so re-collecting an expired document is done on this form rather than
|
||||
sending the officer somewhere else. -->
|
||||
@@ -1188,15 +1233,81 @@
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<!-- The scans live with the document itself, on the identifier the customer's
|
||||
original was attached to. Re-scanning is done there rather than duplicated
|
||||
here, so both sides, the cropper and the replace-in-place all behave the
|
||||
same way they did when the document was first collected. -->
|
||||
<a class="kyc-doc-scans-link" [routerLink]="['/clients', clientId, 'edit']">
|
||||
<mat-icon>photo_library</mat-icon>
|
||||
<span>Replace the scanned front / back of this document</span>
|
||||
<mat-icon class="kyc-doc-scans-link__go">chevron_right</mat-icon>
|
||||
</a>
|
||||
<!-- The scan, where the document it belongs to is. Re-collecting an expiring
|
||||
document is what this panel is for, so sending the officer to the client
|
||||
edit screen to change the image made them leave the record they were
|
||||
working on and find the same document again. -->
|
||||
<div class="kyc-doc-scans">
|
||||
<div class="kyc-doc-scans__head">
|
||||
<mat-icon>photo_library</mat-icon>
|
||||
<span>Scanned document</span>
|
||||
@if (docScansLoading) {
|
||||
<mat-progress-spinner diameter="16" mode="indeterminate"></mat-progress-spinner>
|
||||
}
|
||||
</div>
|
||||
|
||||
@if (!docScansLoading && !docScans.front && !docScans.back) {
|
||||
<div class="kyc-doc-scans__empty">No scan is on file for this document. Upload one below.</div>
|
||||
}
|
||||
|
||||
<div class="kyc-doc-scans__sides">
|
||||
@for (slot of docScanSlots; track slot) {
|
||||
<div class="kyc-doc-side">
|
||||
<div class="kyc-doc-side__label">{{ slot === 'front' ? 'Front' : 'Back' }}</div>
|
||||
|
||||
<div class="kyc-doc-side__frame">
|
||||
@if (docScanOf(slot)?.previewUrl) {
|
||||
<img
|
||||
[src]="docScanOf(slot)!.previewUrl"
|
||||
[alt]="slot === 'front' ? 'Front of document' : 'Back of document'"
|
||||
/>
|
||||
} @else if (docScanOf(slot)) {
|
||||
<!-- On file but not an image (a PDF, say) — named rather than shown. -->
|
||||
<div class="kyc-doc-side__file">
|
||||
<mat-icon>description</mat-icon>
|
||||
<span>{{ docScanOf(slot)!.fileName }}</span>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="kyc-doc-side__none">Not on file</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<button
|
||||
type="button"
|
||||
mat-stroked-button
|
||||
class="kyc-doc-side__btn"
|
||||
[disabled]="!!docScanUploading || docScansLoading"
|
||||
(click)="scanInput.click()"
|
||||
>
|
||||
@if (docScanUploading === slot) {
|
||||
<mat-progress-spinner diameter="16" mode="indeterminate"></mat-progress-spinner>
|
||||
Uploading…
|
||||
} @else {
|
||||
{{ docScanOf(slot) ? 'Replace' : 'Upload' }}
|
||||
}
|
||||
</button>
|
||||
<input
|
||||
#scanInput
|
||||
type="file"
|
||||
hidden
|
||||
accept="image/*,application/pdf"
|
||||
(change)="onDocScanSelected($event, slot)"
|
||||
/>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
@if (docScanError) {
|
||||
<div class="kyc-doc-scans__msg kyc-doc-scans__msg--err">
|
||||
<mat-icon>error_outline</mat-icon><span>{{ docScanError }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (docScanSuccess) {
|
||||
<div class="kyc-doc-scans__msg kyc-doc-scans__msg--ok">
|
||||
<mat-icon>check_circle</mat-icon><span>{{ docScanSuccess }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
|
||||
@@ -1681,3 +1681,154 @@
|
||||
.kyc-doc-scans-link__go {
|
||||
margin-left: auto;
|
||||
}
|
||||
|
||||
/* The scan itself, beside the number and dates it belongs to. */
|
||||
.kyc-doc-scans {
|
||||
margin-top: 10px;
|
||||
padding: 12px;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 8px;
|
||||
background: #fff;
|
||||
}
|
||||
|
||||
.kyc-doc-scans__head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
margin-bottom: 10px;
|
||||
font-size: 12px;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.03em;
|
||||
text-transform: uppercase;
|
||||
color: #475569;
|
||||
|
||||
mat-icon {
|
||||
font-size: 18px;
|
||||
width: 18px;
|
||||
height: 18px;
|
||||
color: #64748b;
|
||||
}
|
||||
}
|
||||
|
||||
.kyc-doc-scans__empty {
|
||||
margin-bottom: 10px;
|
||||
font-size: 12.5px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
.kyc-doc-scans__sides {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 14px;
|
||||
}
|
||||
|
||||
.kyc-doc-side {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 6px;
|
||||
width: 190px;
|
||||
}
|
||||
|
||||
.kyc-doc-side__label {
|
||||
font-size: 11.5px;
|
||||
font-weight: 700;
|
||||
color: #334155;
|
||||
}
|
||||
|
||||
/* Fixed height so front and back line up whatever the scan's aspect ratio is. */
|
||||
.kyc-doc-side__frame {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
height: 118px;
|
||||
padding: 6px;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 6px;
|
||||
background: #f8fafc;
|
||||
overflow: hidden;
|
||||
|
||||
img {
|
||||
max-width: 100%;
|
||||
max-height: 100%;
|
||||
object-fit: contain;
|
||||
border-radius: 3px;
|
||||
}
|
||||
}
|
||||
|
||||
.kyc-doc-side__none {
|
||||
font-size: 12px;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
.kyc-doc-side__file {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
align-items: center;
|
||||
gap: 4px;
|
||||
padding: 0 6px;
|
||||
font-size: 11px;
|
||||
color: #475569;
|
||||
text-align: center;
|
||||
word-break: break-word;
|
||||
|
||||
mat-icon {
|
||||
color: #64748b;
|
||||
}
|
||||
}
|
||||
|
||||
.kyc-doc-side__btn {
|
||||
font-size: 12px;
|
||||
|
||||
mat-progress-spinner {
|
||||
display: inline-block;
|
||||
margin-right: 6px;
|
||||
vertical-align: middle;
|
||||
}
|
||||
}
|
||||
|
||||
.kyc-doc-scans__msg {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
margin-top: 10px;
|
||||
font-size: 12.5px;
|
||||
|
||||
mat-icon {
|
||||
font-size: 17px;
|
||||
width: 17px;
|
||||
height: 17px;
|
||||
}
|
||||
|
||||
&--err {
|
||||
color: #b91c1c;
|
||||
}
|
||||
|
||||
&--ok {
|
||||
color: #15803d;
|
||||
}
|
||||
}
|
||||
|
||||
/* ── Risk profile ────────────────────────────────────────────────────────────
|
||||
Determinations about the customer, which the periodic risk review reads directly. Grouped with
|
||||
the document block so the form reads as "what we know about them" rather than scattering a PEP
|
||||
flag among the identifier fields. */
|
||||
|
||||
.kyc-doc-fields__hint {
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
.kyc-risk-flags {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 10px;
|
||||
padding: 4px 0 14px;
|
||||
}
|
||||
|
||||
/* Sits under its checkbox label: the consequence of ticking the box matters more than the box. */
|
||||
.kyc-risk-hint {
|
||||
display: block;
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
line-height: 1.4;
|
||||
}
|
||||
|
||||
@@ -11,7 +11,7 @@ import { Component, OnInit, OnDestroy, inject } from '@angular/core';
|
||||
import { ActivatedRoute } from '@angular/router';
|
||||
import { UntypedFormBuilder, UntypedFormGroup, Validators, FormsModule } from '@angular/forms';
|
||||
import { MatDialog } from '@angular/material/dialog';
|
||||
import { catchError, of, Subject, takeUntil } from 'rxjs';
|
||||
import { catchError, forkJoin, map, of, Subject, takeUntil } from 'rxjs';
|
||||
|
||||
/** Custom Services */
|
||||
import { ClientsService } from '../../clients.service';
|
||||
@@ -30,6 +30,11 @@ import {
|
||||
AadhaarReceiptDialogComponent,
|
||||
AadhaarReceiptResult
|
||||
} from '../../shared/aadhaar-receipt-dialog/aadhaar-receipt-dialog.component';
|
||||
import {
|
||||
KycDocumentUpdateDialogComponent,
|
||||
KycDocumentUpdateData,
|
||||
KycDocumentUpdateResult
|
||||
} from '../../shared/kyc-document-update-dialog/kyc-document-update-dialog.component';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
import { jsPDF } from 'jspdf';
|
||||
import { MatIcon } from '@angular/material/icon';
|
||||
@@ -38,6 +43,15 @@ import { MatProgressSpinner } from '@angular/material/progress-spinner';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/** One side of the scanned KYC document, with the preview once it has been fetched. */
|
||||
interface DocScanSide {
|
||||
documentId: string;
|
||||
/** The identifier row this scan hangs off; the two sides can sit on different rows. */
|
||||
identifierId: string;
|
||||
fileName: string;
|
||||
previewUrl: string | null;
|
||||
}
|
||||
|
||||
/**
|
||||
* KYC Tab Component.
|
||||
* Displays and manages KYC (Know Your Customer) details for an existing client.
|
||||
@@ -126,6 +140,13 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
1,
|
||||
[Validators.required]
|
||||
],
|
||||
// Risk profile. Determinations about the customer, which the periodic risk review reads directly - a PEP or a
|
||||
// sanctions match holds the rating at High whatever the period's activity looks like.
|
||||
isPep: [false],
|
||||
sanctionsMatch: [false],
|
||||
adverseMediaMatch: [false],
|
||||
declaredAnnualIncome: [null],
|
||||
declaredAnnualTurnover: [null],
|
||||
// The officially valid document, so a lapsed one can be re-collected on this form. The
|
||||
// backend has always accepted these four; only the fields were missing.
|
||||
kycDocumentName: [''],
|
||||
@@ -149,9 +170,42 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
exceptionReason: [[]]
|
||||
});
|
||||
|
||||
// ── Officially valid document scans ────────────────────────────────────────
|
||||
|
||||
/**
|
||||
* The scans of the document named above, by side.
|
||||
*
|
||||
* The screen used to show the document's number and dates but not the image behind them, and
|
||||
* sent the officer to the client edit screen to change it. Re-collecting an expiring document is
|
||||
* the one thing this panel exists for, so the scan is shown and replaced here.
|
||||
*/
|
||||
docScans: { front: DocScanSide | null; back: DocScanSide | null } = { front: null, back: null };
|
||||
|
||||
/** The two sides, in display order, so the template loops rather than repeating itself. */
|
||||
readonly docScanSlots: ('front' | 'back')[] = [
|
||||
'front',
|
||||
'back'
|
||||
];
|
||||
|
||||
docScanOf(slot: 'front' | 'back') {
|
||||
return this.docScans[slot];
|
||||
}
|
||||
|
||||
/** Identifier row replacements are filed against. Null when the document has no identifier. */
|
||||
private docIdentifierId: string | null = null;
|
||||
/** Every identifier row carrying this document, since the sides can be split across them. */
|
||||
private docIdentifierIds: string[] = [];
|
||||
docScansLoading = false;
|
||||
/** Which side is mid-upload, so only that button shows a spinner. */
|
||||
docScanUploading: 'front' | 'back' | null = null;
|
||||
docScanError: string | null = null;
|
||||
docScanSuccess: string | null = null;
|
||||
|
||||
ngOnInit(): void {
|
||||
this.route.parent.params.subscribe((params: any) => {
|
||||
this.clientId = params['clientId'];
|
||||
// Scans are matched against the document number on the KYC record, so they are loaded once
|
||||
// that record has arrived rather than alongside it.
|
||||
this.loadKycData();
|
||||
this.loadClientDateOfBirth();
|
||||
});
|
||||
@@ -177,6 +231,11 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
this.kycForm.patchValue({
|
||||
kycType: data.kycType || 1,
|
||||
riskCategory: data.riskCategory || 1,
|
||||
isPep: !!data.isPep,
|
||||
sanctionsMatch: !!data.sanctionsMatch,
|
||||
adverseMediaMatch: !!data.adverseMediaMatch,
|
||||
declaredAnnualIncome: data.declaredAnnualIncome ?? null,
|
||||
declaredAnnualTurnover: data.declaredAnnualTurnover ?? null,
|
||||
panNumber: data.panNumber || '',
|
||||
// Aadhaar is stored masked on the server; user must re-enter
|
||||
// the full 12-digit number to re-verify, so don't pre-fill.
|
||||
@@ -190,6 +249,8 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
isException: data.isException || false,
|
||||
exceptionReason: data.exceptionReason ? data.exceptionReason.split(', ') : []
|
||||
});
|
||||
// Now that the document number is known, the scans filed under it can be found.
|
||||
this.loadDocumentScans();
|
||||
}
|
||||
});
|
||||
}
|
||||
@@ -400,6 +461,29 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
return new Date();
|
||||
}
|
||||
|
||||
/**
|
||||
* The customer's risk profile, as every save has to carry it.
|
||||
*
|
||||
* <p>
|
||||
* Sent from every path that writes the KYC record rather than only the main Save, because the form holds one set of
|
||||
* values: a save triggered from the PAN declaration or the Aadhaar receipt would otherwise write the record without
|
||||
* these and silently clear a PEP flag the officer had just ticked.
|
||||
*/
|
||||
private buildRiskProfileFields() {
|
||||
const v = this.kycForm.value;
|
||||
return {
|
||||
isPep: !!v.isPep,
|
||||
sanctionsMatch: !!v.sanctionsMatch,
|
||||
adverseMediaMatch: !!v.adverseMediaMatch,
|
||||
// Blank stays null rather than becoming zero: an income nobody asked for is unknown, and a zero would read as a
|
||||
// customer who declared no income at all.
|
||||
declaredAnnualIncome:
|
||||
v.declaredAnnualIncome === '' || v.declaredAnnualIncome == null ? null : v.declaredAnnualIncome,
|
||||
declaredAnnualTurnover:
|
||||
v.declaredAnnualTurnover === '' || v.declaredAnnualTurnover == null ? null : v.declaredAnnualTurnover
|
||||
};
|
||||
}
|
||||
|
||||
private buildExceptionFields() {
|
||||
const panVerified = this.verificationStatus.pan === 'VERIFIED' || this.kycData?.panVerified === true;
|
||||
const aadhaarVerified = this.verificationStatus.aadhaar === 'VERIFIED' || this.kycData?.aadhaarVerified === true;
|
||||
@@ -438,6 +522,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
// dateFormat is required so the backend can parse exceptionResolvedOn when an exception closes.
|
||||
dateFormat: 'dd MMMM yyyy',
|
||||
...this.buildDocumentFields(),
|
||||
...this.buildRiskProfileFields(),
|
||||
...this.buildExceptionFields()
|
||||
};
|
||||
|
||||
@@ -484,6 +569,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
remarks: this.kycForm.value.remarks || null,
|
||||
riskCategory: this.kycForm.value.riskCategory || 1,
|
||||
dateFormat: 'dd MMMM yyyy',
|
||||
...this.buildRiskProfileFields(),
|
||||
...this.buildExceptionFields()
|
||||
};
|
||||
|
||||
@@ -683,6 +769,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
dateFormat,
|
||||
riskCategory: this.kycForm.value.riskCategory || 1,
|
||||
...declarationFields,
|
||||
...this.buildRiskProfileFields(),
|
||||
...this.buildExceptionFields()
|
||||
};
|
||||
|
||||
@@ -843,6 +930,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
dateFormat,
|
||||
riskCategory: this.kycForm.value.riskCategory || 1,
|
||||
...receiptFields,
|
||||
...this.buildRiskProfileFields(),
|
||||
...this.buildExceptionFields()
|
||||
};
|
||||
|
||||
@@ -1307,6 +1395,305 @@ I further confirm that:
|
||||
doc.save(`Self_Declaration_${cifNumber}_${clientName.replace(/\s/g, '_')}.pdf`);
|
||||
}
|
||||
|
||||
// ── Document scans ─────────────────────────────────────────────────────────
|
||||
|
||||
/**
|
||||
* Finds the identifier the KYC document was filed under and loads its scans.
|
||||
*
|
||||
* The KYC record keeps the document's name and number but not the identifier id, so the two are
|
||||
* matched on the number — that is what makes them the same document, and it survives the client
|
||||
* holding several identifiers of the same type.
|
||||
*/
|
||||
private loadDocumentScans(): void {
|
||||
if (!this.clientId) {
|
||||
return;
|
||||
}
|
||||
this.docScansLoading = true;
|
||||
this.clientsService
|
||||
.getClientIdentifiers(this.clientId)
|
||||
.pipe(catchError(() => of([] as any[])))
|
||||
.subscribe((identifiers: any[]) => {
|
||||
const wantedKey = (this.kycData?.kycDocumentNumber || '').toString().trim();
|
||||
const wantedName = (this.kycData?.kycDocumentName || '').toString().trim().toLowerCase();
|
||||
const norm = (s: any) => (s || '').toString().trim().toLowerCase();
|
||||
|
||||
// Every identifier carrying this document number, not just the first. The onboarding step
|
||||
// files each side against its own identifier row, so this client's Aadhaar front sits on
|
||||
// one row and the back on another under the same number - taking only the first match
|
||||
// showed the front and reported the back as missing.
|
||||
let matches = (identifiers || []).filter((i) => wantedKey && norm(i.documentKey) === norm(wantedKey));
|
||||
if (!matches.length) {
|
||||
matches = (identifiers || []).filter((i) => wantedName && norm(i.documentType?.name) === wantedName);
|
||||
}
|
||||
|
||||
if (!matches.length) {
|
||||
this.docScansLoading = false;
|
||||
this.docIdentifierId = null;
|
||||
this.docIdentifierIds = [];
|
||||
this.docScans = { front: null, back: null };
|
||||
return;
|
||||
}
|
||||
// Replacements are filed against the first row, so the sides stay together from here on.
|
||||
this.docIdentifierId = String(matches[0].id);
|
||||
this.docIdentifierIds = matches.map((m: any) => String(m.id));
|
||||
this.fetchScansFor(this.docIdentifierIds);
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Sides are read off the document name, which is how they were written at upload
|
||||
* ("<Proof> — Front" / "— Back"). Where the name says nothing, upload order stands in, front
|
||||
* first, rather than leaving a scan the officer cannot see.
|
||||
*/
|
||||
private fetchScansFor(identifierIds: string[]): void {
|
||||
forkJoin(
|
||||
identifierIds.map((id) =>
|
||||
this.clientsService.getClientIdentificationDocuments(id).pipe(
|
||||
// Tagged with the row it came from, because the download call needs the parent id and
|
||||
// the sides can be spread across more than one.
|
||||
map((docs: any) => ((docs as any[]) || []).map((d) => ({ ...d, identifierId: id }))),
|
||||
catchError(() => of([] as any[]))
|
||||
)
|
||||
)
|
||||
).subscribe((perIdentifier: any[][]) => {
|
||||
this.docScansLoading = false;
|
||||
// This runs again after every replace, so the previews being thrown away are revoked
|
||||
// rather than left holding their blobs.
|
||||
for (const old of [
|
||||
this.docScans.front,
|
||||
this.docScans.back
|
||||
]) {
|
||||
if (old?.previewUrl) {
|
||||
URL.revokeObjectURL(old.previewUrl);
|
||||
}
|
||||
}
|
||||
|
||||
// Oldest first by document id, so the newest upload for a side is the last one written and
|
||||
// therefore the one that stands. Identifier order cannot do this job: a replacement is filed
|
||||
// against the first row while the original sits on the second, so reading the rows in order
|
||||
// let a document uploaded months ago overwrite the scan collected a moment ago - the officer
|
||||
// pressed Replace, saw "replaced", and the old image came straight back.
|
||||
const docs = perIdentifier.flat().sort((a, b) => Number(a.id) - Number(b.id));
|
||||
const sides: typeof this.docScans = { front: null, back: null };
|
||||
const unlabelled: any[] = [];
|
||||
|
||||
const entryOf = (d: any): DocScanSide => ({
|
||||
documentId: String(d.id),
|
||||
identifierId: String(d.identifierId),
|
||||
fileName: d.fileName || d.name,
|
||||
previewUrl: null
|
||||
});
|
||||
|
||||
for (const d of docs) {
|
||||
const text = `${d.name || ''} ${d.fileName || ''}`.toLowerCase();
|
||||
// Later uploads win, so a replaced side shows the new scan rather than the original.
|
||||
if (text.includes('back')) {
|
||||
sides.back = entryOf(d);
|
||||
} else if (text.includes('front')) {
|
||||
sides.front = entryOf(d);
|
||||
} else {
|
||||
unlabelled.push(d);
|
||||
}
|
||||
}
|
||||
for (const d of unlabelled) {
|
||||
if (!sides.front) {
|
||||
sides.front = entryOf(d);
|
||||
} else if (!sides.back) {
|
||||
sides.back = entryOf(d);
|
||||
}
|
||||
}
|
||||
|
||||
this.docScans = sides;
|
||||
for (const key of [
|
||||
'front',
|
||||
'back'
|
||||
] as const) {
|
||||
if (sides[key]) {
|
||||
this.loadScanPreview(sides[key]!);
|
||||
}
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
private loadScanPreview(side: DocScanSide): void {
|
||||
this.clientsService
|
||||
.downloadClientIdentificationDocument(side.identifierId, side.documentId)
|
||||
.pipe(catchError(() => of(null)))
|
||||
.subscribe((blob: Blob | null) => {
|
||||
if (!blob || !blob.type?.startsWith('image/')) {
|
||||
return;
|
||||
}
|
||||
// Revoked in ngOnDestroy; a preview left behind holds the blob in memory for the life of
|
||||
// the tab.
|
||||
side.previewUrl = URL.createObjectURL(blob);
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Replaces one side with a freshly collected scan.
|
||||
*
|
||||
* The new file is uploaded under the same side name, which is what the readers here and on the
|
||||
* client screen key on, so the latest upload becomes the scan on show. The old file is left in
|
||||
* place deliberately: a KYC document that has been re-collected is a record of what was held
|
||||
* before and when it changed, and destroying it would leave the audit trail with a gap.
|
||||
*/
|
||||
onDocScanSelected(event: Event, slot: 'front' | 'back'): void {
|
||||
const input = event.target as HTMLInputElement;
|
||||
const file = input.files?.[0];
|
||||
// Cleared so choosing the same filename twice still fires a change event.
|
||||
input.value = '';
|
||||
if (!file || !this.docIdentifierId) {
|
||||
return;
|
||||
}
|
||||
|
||||
this.docScanError = null;
|
||||
this.docScanSuccess = null;
|
||||
this.docScanUploading = slot;
|
||||
|
||||
const label = slot === 'front' ? 'Front' : 'Back';
|
||||
const docName = this.kycForm.get('kycDocumentName')?.value || this.kycData?.kycDocumentName || 'KYC document';
|
||||
|
||||
const formData = new FormData();
|
||||
formData.append('file', file);
|
||||
formData.append('name', `${docName} — ${label}`);
|
||||
formData.append('description', `Re-collected on ${new Date().toLocaleDateString('en-IN')}`);
|
||||
|
||||
this.clientsService.uploadClientIdentifierDocument(this.docIdentifierId, formData).subscribe({
|
||||
next: () => {
|
||||
this.docScanUploading = null;
|
||||
this.docScanSuccess = `${label} side replaced.`;
|
||||
// Re-read every row, not just the one written to: the other side still lives on its own.
|
||||
this.fetchScansFor(this.docIdentifierIds);
|
||||
},
|
||||
error: (err: any) => {
|
||||
this.docScanUploading = null;
|
||||
this.docScanError =
|
||||
err?.error?.defaultUserMessage ||
|
||||
err?.error?.developerMessage ||
|
||||
`Could not replace the ${label.toLowerCase()} side.`;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* A verified record only accepts an amendment with a reason on it, so the dialog has to ask for
|
||||
* one. 300 is VERIFIED; the code form is checked too, since either can arrive on the payload.
|
||||
*/
|
||||
private get isKycVerified(): boolean {
|
||||
return this.kycData?.kycStatus === 300 || this.kycData?.kycStatusCode === 'clientKycStatus.verified';
|
||||
}
|
||||
|
||||
/**
|
||||
* Re-collects the officially valid document from its own row.
|
||||
*
|
||||
* PAN and Aadhaar are each handled on their row; this one sent the officer into edit mode on the
|
||||
* whole KYC form to do the same job. The dialog asks for the number, the dates and each side of
|
||||
* the scan together, which is what re-collecting a document actually is.
|
||||
*/
|
||||
updateKycDocument(): void {
|
||||
if (!this.kycId) {
|
||||
this.docScanError = 'KYC record not found. Save KYC details first.';
|
||||
return;
|
||||
}
|
||||
|
||||
this.dialog
|
||||
.open(KycDocumentUpdateDialogComponent, {
|
||||
width: '640px',
|
||||
maxWidth: '95vw',
|
||||
disableClose: true,
|
||||
data: {
|
||||
documentName: this.kycData?.kycDocumentName || 'KYC document',
|
||||
documentNumber: this.kycData?.kycDocumentNumber || '',
|
||||
issueDate: this.parseApiDate(this.kycData?.kycDocIssueDate),
|
||||
expiryDate: this.parseApiDate(this.kycData?.kycDocExpiryDate),
|
||||
reason: this.showKycDocumentAlert ? this.kycDocumentAlertMessage : '',
|
||||
currentFront: this.docScans.front?.previewUrl || null,
|
||||
currentBack: this.docScans.back?.previewUrl || null,
|
||||
requiresRemarks: this.isKycVerified
|
||||
} as KycDocumentUpdateData
|
||||
})
|
||||
.afterClosed()
|
||||
.subscribe((result: KycDocumentUpdateResult | undefined) => {
|
||||
if (result) {
|
||||
this.persistKycDocument(result);
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Saves the corrected details, then uploads whichever sides were re-scanned.
|
||||
*
|
||||
* The details go first: they are the record, and a scan attached to a document whose number was
|
||||
* never corrected would file the new image under the old identity.
|
||||
*/
|
||||
private persistKycDocument(result: KycDocumentUpdateResult): void {
|
||||
this.saving = true;
|
||||
this.docScanError = null;
|
||||
this.docScanSuccess = null;
|
||||
|
||||
const dateFormat = 'dd MMMM yyyy';
|
||||
const payload: any = {
|
||||
locale: 'en',
|
||||
dateFormat,
|
||||
kycDocumentName: this.kycData?.kycDocumentName || null,
|
||||
kycDocumentNumber: result.documentNumber || null,
|
||||
kycDocIssueDate: result.issueDate ? this.dateUtils.formatDate(result.issueDate, dateFormat) : null,
|
||||
kycDocExpiryDate: result.expiryDate ? this.dateUtils.formatDate(result.expiryDate, dateFormat) : null
|
||||
};
|
||||
// The server refuses an amendment to a verified record without one, and records it as the
|
||||
// reason the document changed.
|
||||
if (result.remarks) {
|
||||
payload.remarks = result.remarks;
|
||||
}
|
||||
|
||||
this.clientsService.updateClientKyc(this.clientId, this.kycId!, payload).subscribe({
|
||||
next: () => {
|
||||
this.saving = false;
|
||||
this.docScanSuccess = 'Document updated.';
|
||||
this.loadKycData();
|
||||
this.uploadReplacedSides(result);
|
||||
},
|
||||
error: (err: any) => {
|
||||
this.saving = false;
|
||||
this.docScanError =
|
||||
err?.error?.defaultUserMessage || err?.error?.developerMessage || 'Could not update the document.';
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** Sends each re-scanned side through the same upload path the panel below uses. */
|
||||
private uploadReplacedSides(result: KycDocumentUpdateResult): void {
|
||||
if (!this.docIdentifierId) {
|
||||
return;
|
||||
}
|
||||
const sides: { slot: 'front' | 'back'; file: File }[] = [];
|
||||
if (result.front) {
|
||||
sides.push({ slot: 'front', file: result.front });
|
||||
}
|
||||
if (result.back) {
|
||||
sides.push({ slot: 'back', file: result.back });
|
||||
}
|
||||
if (!sides.length) {
|
||||
return;
|
||||
}
|
||||
|
||||
const docName = this.kycData?.kycDocumentName || 'KYC document';
|
||||
forkJoin(
|
||||
sides.map(({ slot, file }) => {
|
||||
const formData = new FormData();
|
||||
formData.append('file', file);
|
||||
formData.append('name', `${docName} — ${slot === 'front' ? 'Front' : 'Back'}`);
|
||||
formData.append('description', `Re-collected on ${new Date().toLocaleDateString('en-IN')}`);
|
||||
return this.clientsService
|
||||
.uploadClientIdentifierDocument(this.docIdentifierId!, formData)
|
||||
.pipe(catchError(() => of(null)));
|
||||
})
|
||||
).subscribe(() => {
|
||||
this.docScanSuccess = 'Document and scan updated.';
|
||||
this.fetchScansFor(this.docIdentifierIds);
|
||||
});
|
||||
}
|
||||
|
||||
/** Handle file selection for signed declaration upload */
|
||||
onDeclarationFileSelected(event: Event): void {
|
||||
const input = event.target as HTMLInputElement;
|
||||
@@ -1365,5 +1752,14 @@ I further confirm that:
|
||||
ngOnDestroy(): void {
|
||||
this.destroy$.next();
|
||||
this.destroy$.complete();
|
||||
// Object URLs are held by the browser until revoked, so the scan blobs would outlive the tab.
|
||||
for (const side of [
|
||||
this.docScans.front,
|
||||
this.docScans.back
|
||||
]) {
|
||||
if (side?.previewUrl) {
|
||||
URL.revokeObjectURL(side.previewUrl);
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
@@ -840,6 +840,15 @@ export class CreateClientComponent {
|
||||
this.saveAddressProof(clientId);
|
||||
}
|
||||
|
||||
/** "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" — same convention the CKYC tab and
|
||||
* client-india-address-step's own "load existing" parsing both read back. */
|
||||
private buildProofDescription(issueDate: string | null | undefined, expiryDate: string | null | undefined): string {
|
||||
const parts: string[] = [];
|
||||
if (issueDate) parts.push(`Issue date: ${issueDate}`);
|
||||
if (expiryDate) parts.push(`Expiry date: ${expiryDate}`);
|
||||
return parts.join(', ');
|
||||
}
|
||||
|
||||
/**
|
||||
* Save the address-proof picked on the permanent tab as a client identifier
|
||||
* + upload each selected file as a document attached to that identifier.
|
||||
@@ -855,9 +864,9 @@ export class CreateClientComponent {
|
||||
const proofName = payload.proof?.name || 'Address Proof';
|
||||
const identifierData: any = {
|
||||
documentTypeId: payload.proofId,
|
||||
status: 'Active',
|
||||
status: 'ACTIVE',
|
||||
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
|
||||
description: payload.issueDate ? `Issue date: ${payload.issueDate}` : ''
|
||||
description: this.buildProofDescription(payload.issueDate, payload.expiryDate)
|
||||
};
|
||||
|
||||
this.clientsService.addClientIdentifier(clientId, identifierData).subscribe({
|
||||
@@ -904,7 +913,7 @@ export class CreateClientComponent {
|
||||
}
|
||||
const identifierData: any = {
|
||||
documentTypeId,
|
||||
status: 'Active',
|
||||
status: 'ACTIVE',
|
||||
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
|
||||
description: 'KYC document'
|
||||
};
|
||||
|
||||
@@ -164,6 +164,13 @@ export class ContactOtpBlockComponent implements OnChanges, OnDestroy {
|
||||
request$.subscribe({
|
||||
next: (res: any) => {
|
||||
this.sending = false;
|
||||
// The backend reports failure to actually dispatch the OTP (gateway error, flagged
|
||||
// number, SMTP failure...) as a 200 response with success:false and a real reason in
|
||||
// `message` — never a thrown error. Surface that reason instead of treating it as sent.
|
||||
if (res?.success === false) {
|
||||
this.errorMessage = res?.message || 'Could not send OTP.';
|
||||
return;
|
||||
}
|
||||
this.otpId = res?.otpId ?? res?.resourceId ?? null;
|
||||
this.otpSent = true;
|
||||
this.clearAllDigits();
|
||||
|
||||
@@ -377,6 +377,8 @@
|
||||
</button>
|
||||
}
|
||||
@if (selectedTabIndex < totalTabs - 1) {
|
||||
<!-- Tooltip sits on a wrapper: a disabled button fires no mouse events, so it can't host it. -->
|
||||
<span [matTooltip]="currentStepBlockerMessage" [matTooltipDisabled]="!currentStepBlockerMessage">
|
||||
<button mat-raised-button color="primary" (click)="onNext()" [disabled]="savingClient || !currentStepValid">
|
||||
@if (savingClient) {
|
||||
<mat-progress-spinner diameter="18" mode="indeterminate" class="m-r-10"></mat-progress-spinner>
|
||||
@@ -390,6 +392,7 @@
|
||||
<fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
|
||||
}
|
||||
</button>
|
||||
</span>
|
||||
}
|
||||
@if (selectedTabIndex === totalTabs - 1) {
|
||||
<button mat-raised-button color="primary" [routerLink]="['../']">
|
||||
|
||||
@@ -393,6 +393,12 @@ export class EditClientComponent {
|
||||
if (this.selectedTabIndex === 0 && this.clientGeneralForm?.valid && !this.contactVerificationComplete) {
|
||||
return 'Verify the OTP sent to both the old and new mobile number/email before saving.';
|
||||
}
|
||||
if (this.selectedTabIndex === 0 && this.clientGeneralForm && !this.clientGeneralForm.valid) {
|
||||
const labels = this.invalidGeneralFieldLabels();
|
||||
if (labels.length) {
|
||||
return `Please fill/correct: ${labels.join(', ')}.`;
|
||||
}
|
||||
}
|
||||
if (this.selectedTabIndex === 1) {
|
||||
const labels = this.clientKycStep?.invalidFieldLabels || [];
|
||||
if (labels.length) {
|
||||
@@ -408,6 +414,42 @@ export class EditClientComponent {
|
||||
return 'Please fill all mandatory fields on this tab to continue.';
|
||||
}
|
||||
|
||||
/**
|
||||
* Readable names of the General-tab controls that are invalid. Older clients can be missing
|
||||
* fields that are now mandatory (e.g. mobile/email), which leaves Save disabled with nothing
|
||||
* on screen saying why — this feeds the button tooltip.
|
||||
*/
|
||||
private invalidGeneralFieldLabels(): string[] {
|
||||
const labels: Record<string, string> = {
|
||||
officeId: 'Office',
|
||||
legalFormId: 'Legal Form',
|
||||
genderId: 'Gender',
|
||||
mobileNo: 'Mobile No',
|
||||
alternateMobileNo: 'Alternate Mobile No',
|
||||
emailAddress: 'Email',
|
||||
dateOfBirth: 'Date of Birth',
|
||||
submittedOnDate: 'Submitted On',
|
||||
activationDate: 'Activation Date',
|
||||
savingsProductId: 'Savings Product',
|
||||
firstname: 'First Name',
|
||||
middlename: 'Middle Name',
|
||||
lastname: 'Last Name',
|
||||
fullname: 'Name',
|
||||
monthlyIncome: 'Monthly Income',
|
||||
annualIncome: 'Annual Income',
|
||||
monthlyTurnover: 'Monthly Turnover',
|
||||
annualTurnover: 'Yearly Turnover',
|
||||
agricultureIncome: 'Agriculture Income',
|
||||
nonAgricultureIncome: 'Non-Agriculture Income',
|
||||
guardianDetails: 'Guardian',
|
||||
clientNonPersonDetails: 'Entity Details'
|
||||
};
|
||||
const controls = this.clientGeneralForm?.controls || {};
|
||||
return Object.keys(controls)
|
||||
.filter((name) => controls[name].invalid)
|
||||
.map((name) => labels[name] || name);
|
||||
}
|
||||
|
||||
/** Whether the current tab has unsaved edits */
|
||||
isCurrentTabEdited(): boolean {
|
||||
return this.tabEditMode[this.selectedTabIndex] === true;
|
||||
@@ -1035,6 +1077,15 @@ export class EditClientComponent {
|
||||
this.saveAddressProof(clientId);
|
||||
}
|
||||
|
||||
/** "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" — same convention the CKYC tab and
|
||||
* client-india-address-step's own "load existing" parsing both read back. */
|
||||
private buildProofDescription(issueDate: string | null | undefined, expiryDate: string | null | undefined): string {
|
||||
const parts: string[] = [];
|
||||
if (issueDate) parts.push(`Issue date: ${issueDate}`);
|
||||
if (expiryDate) parts.push(`Expiry date: ${expiryDate}`);
|
||||
return parts.join(', ');
|
||||
}
|
||||
|
||||
/**
|
||||
* Save the address-proof picked on the permanent tab as a client identifier
|
||||
* + upload each selected file as a document attached to that identifier.
|
||||
@@ -1050,9 +1101,9 @@ export class EditClientComponent {
|
||||
const proofName = payload.proof?.name || 'Address Proof';
|
||||
const identifierData: any = {
|
||||
documentTypeId: payload.proofId,
|
||||
status: 'Active',
|
||||
status: 'ACTIVE',
|
||||
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
|
||||
description: payload.issueDate ? `Issue date: ${payload.issueDate}` : ''
|
||||
description: this.buildProofDescription(payload.issueDate, payload.expiryDate)
|
||||
};
|
||||
|
||||
this.clientsService.addClientIdentifier(clientId, identifierData).subscribe({
|
||||
@@ -1105,7 +1156,7 @@ export class EditClientComponent {
|
||||
const existingId = this.clientKycStep?.existingKycIdentifierId;
|
||||
if (existingId) {
|
||||
this.resolveDocumentTypeId(payload.proofId, proofName).subscribe((documentTypeId: number | null) => {
|
||||
const update: any = { documentKey: payload.documentKey || `${proofName} - ${clientId}`, status: 'Active' };
|
||||
const update: any = { documentKey: payload.documentKey || `${proofName} - ${clientId}`, status: 'ACTIVE' };
|
||||
if (documentTypeId != null) {
|
||||
update.documentTypeId = documentTypeId;
|
||||
}
|
||||
@@ -1128,7 +1179,7 @@ export class EditClientComponent {
|
||||
}
|
||||
const identifierData: any = {
|
||||
documentTypeId,
|
||||
status: 'Active',
|
||||
status: 'ACTIVE',
|
||||
documentKey: payload.documentKey || `${proofName} - ${clientId}`,
|
||||
description: 'KYC document'
|
||||
};
|
||||
|
||||
+131
@@ -0,0 +1,131 @@
|
||||
<!--
|
||||
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/.
|
||||
-->
|
||||
|
||||
<h2 mat-dialog-title class="kdu-title">
|
||||
<mat-icon>description</mat-icon>
|
||||
Update {{ data.documentName }}
|
||||
</h2>
|
||||
|
||||
<mat-dialog-content class="kdu-body">
|
||||
<!-- Why this is being asked for, in the words the alert used. -->
|
||||
@if (data.reason) {
|
||||
<div class="kdu-reason">
|
||||
<mat-icon>schedule</mat-icon>
|
||||
<span>{{ data.reason }}</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
<form [formGroup]="form" class="kdu-form">
|
||||
<mat-form-field appearance="outline" class="kdu-field kdu-field--wide">
|
||||
<mat-label>Document Number</mat-label>
|
||||
<input matInput formControlName="documentNumber" autocomplete="off" />
|
||||
@if (form.get('documentNumber')?.hasError('required') && form.get('documentNumber')?.touched) {
|
||||
<mat-error>Document number is required</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="kdu-field">
|
||||
<mat-label>Issued On</mat-label>
|
||||
<input matInput [matDatepicker]="issuePicker" formControlName="issueDate" />
|
||||
<mat-datepicker-toggle matSuffix [for]="issuePicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #issuePicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="kdu-field">
|
||||
<mat-label>Valid Till</mat-label>
|
||||
<input matInput [matDatepicker]="expiryPicker" formControlName="expiryDate" />
|
||||
<mat-datepicker-toggle matSuffix [for]="expiryPicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #expiryPicker></mat-datepicker>
|
||||
<mat-hint>Blank if it does not expire</mat-hint>
|
||||
</mat-form-field>
|
||||
|
||||
<!-- Only where the KYC record is already verified. Changing what a verified record holds is an
|
||||
amendment, and the reason goes on the record with it. -->
|
||||
@if (data.requiresRemarks) {
|
||||
<mat-form-field appearance="outline" class="kdu-field kdu-field--wide">
|
||||
<mat-label>Reason for update</mat-label>
|
||||
<textarea
|
||||
matInput
|
||||
formControlName="remarks"
|
||||
rows="2"
|
||||
placeholder="e.g. Document expired — fresh copy collected from the customer"
|
||||
></textarea>
|
||||
<mat-hint>Recorded against the verified KYC record</mat-hint>
|
||||
@if (form.get('remarks')?.hasError('required') && form.get('remarks')?.touched) {
|
||||
<mat-error>A reason is required to change a verified KYC record</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
}
|
||||
</form>
|
||||
|
||||
<div class="kdu-scans">
|
||||
<div class="kdu-scans__head">Scanned copy</div>
|
||||
<p class="kdu-scans__hint">
|
||||
Leave a side untouched to keep the scan already on file. The previous copy is kept either way.
|
||||
</p>
|
||||
|
||||
<div class="kdu-sides">
|
||||
@for (slot of slots; track slot) {
|
||||
<div class="kdu-side">
|
||||
<div class="kdu-side__label">
|
||||
{{ slot === 'front' ? 'Front' : 'Back' }}
|
||||
@if (isReplaced(slot)) {
|
||||
<span class="kdu-side__new">New</span>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="kdu-side__frame" [class.kdu-side__frame--new]="isReplaced(slot)">
|
||||
@if (previewOf(slot)) {
|
||||
<img [src]="previewOf(slot)" [alt]="slot === 'front' ? 'Front of document' : 'Back of document'" />
|
||||
} @else if (isReplaced(slot)) {
|
||||
<!-- Picked, but not an image (a PDF, say) — named rather than shown. -->
|
||||
<div class="kdu-side__file">
|
||||
<mat-icon>insert_drive_file</mat-icon>
|
||||
<span>{{ pickedName(slot) }}</span>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="kdu-side__none">Not on file</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="kdu-side__actions">
|
||||
<button type="button" mat-stroked-button class="kdu-side__btn" (click)="sideInput.click()">
|
||||
{{ previewOf(slot) || isReplaced(slot) ? 'Choose new scan' : 'Upload scan' }}
|
||||
</button>
|
||||
@if (isReplaced(slot)) {
|
||||
<button
|
||||
type="button"
|
||||
mat-icon-button
|
||||
class="kdu-side__undo"
|
||||
matTooltip="Keep the scan already on file"
|
||||
(click)="clearPick(slot)"
|
||||
>
|
||||
<mat-icon>undo</mat-icon>
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
<input #sideInput type="file" hidden accept="image/*,application/pdf" (change)="onFilePicked($event, slot)" />
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</mat-dialog-content>
|
||||
|
||||
<mat-dialog-actions align="end" class="kdu-actions">
|
||||
<button mat-stroked-button type="button" (click)="cancel()">Cancel</button>
|
||||
<button
|
||||
mat-flat-button
|
||||
color="primary"
|
||||
type="button"
|
||||
[disabled]="form.invalid || !hasChanges"
|
||||
[matTooltip]="!hasChanges ? 'Change a detail or add a scan first' : ''"
|
||||
(click)="submit()"
|
||||
>
|
||||
Save Document
|
||||
</button>
|
||||
</mat-dialog-actions>
|
||||
+172
@@ -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/.
|
||||
*/
|
||||
|
||||
.kdu-title {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
|
||||
mat-icon {
|
||||
color: #64748b;
|
||||
}
|
||||
}
|
||||
|
||||
.kdu-body {
|
||||
padding-top: 4px;
|
||||
}
|
||||
|
||||
.kdu-reason {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 8px;
|
||||
margin-bottom: 16px;
|
||||
padding: 10px 12px;
|
||||
border: 1px solid #fde68a;
|
||||
border-radius: 6px;
|
||||
background: #fffbeb;
|
||||
color: #92400e;
|
||||
font-size: 13px;
|
||||
line-height: 1.5;
|
||||
|
||||
mat-icon {
|
||||
flex: 0 0 auto;
|
||||
font-size: 18px;
|
||||
width: 18px;
|
||||
height: 18px;
|
||||
color: #d97706;
|
||||
}
|
||||
}
|
||||
|
||||
.kdu-form {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.kdu-field {
|
||||
flex: 1 1 180px;
|
||||
}
|
||||
|
||||
.kdu-field--wide {
|
||||
flex: 1 1 100%;
|
||||
}
|
||||
|
||||
.kdu-scans {
|
||||
margin-top: 8px;
|
||||
padding: 12px;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 8px;
|
||||
background: #f8fafc;
|
||||
}
|
||||
|
||||
.kdu-scans__head {
|
||||
font-size: 12px;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.03em;
|
||||
text-transform: uppercase;
|
||||
color: #475569;
|
||||
}
|
||||
|
||||
.kdu-scans__hint {
|
||||
margin: 4px 0 12px;
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
.kdu-sides {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 16px;
|
||||
}
|
||||
|
||||
.kdu-side {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 6px;
|
||||
width: 210px;
|
||||
}
|
||||
|
||||
.kdu-side__label {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
font-size: 12px;
|
||||
font-weight: 700;
|
||||
color: #334155;
|
||||
}
|
||||
|
||||
/* Marks the side the officer has just re-scanned, so it is obvious what will change on save. */
|
||||
.kdu-side__new {
|
||||
padding: 1px 7px;
|
||||
border-radius: 999px;
|
||||
background: #dcfce7;
|
||||
color: #15803d;
|
||||
font-size: 10.5px;
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
.kdu-side__frame {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
height: 132px;
|
||||
padding: 6px;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 6px;
|
||||
background: #fff;
|
||||
overflow: hidden;
|
||||
|
||||
img {
|
||||
max-width: 100%;
|
||||
max-height: 100%;
|
||||
object-fit: contain;
|
||||
border-radius: 3px;
|
||||
}
|
||||
|
||||
&--new {
|
||||
border-color: #86efac;
|
||||
box-shadow: 0 0 0 1px #86efac;
|
||||
}
|
||||
}
|
||||
|
||||
.kdu-side__none {
|
||||
font-size: 12px;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
.kdu-side__file {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
align-items: center;
|
||||
gap: 4px;
|
||||
padding: 0 6px;
|
||||
font-size: 11px;
|
||||
color: #475569;
|
||||
text-align: center;
|
||||
word-break: break-word;
|
||||
|
||||
mat-icon {
|
||||
color: #64748b;
|
||||
}
|
||||
}
|
||||
|
||||
.kdu-side__actions {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 4px;
|
||||
}
|
||||
|
||||
.kdu-side__btn {
|
||||
flex: 1;
|
||||
font-size: 12px;
|
||||
}
|
||||
|
||||
.kdu-actions {
|
||||
padding: 8px 24px 20px;
|
||||
gap: 8px;
|
||||
}
|
||||
+215
@@ -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/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, OnDestroy, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { UntypedFormBuilder, UntypedFormGroup, Validators, ReactiveFormsModule } from '@angular/forms';
|
||||
import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { MatDatepickerModule } from '@angular/material/datepicker';
|
||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatInputModule } from '@angular/material/input';
|
||||
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
||||
import { MatTooltipModule } from '@angular/material/tooltip';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/** What the caller hands in: the document as it stands, and the scans already on file. */
|
||||
export interface KycDocumentUpdateData {
|
||||
documentName: string;
|
||||
documentNumber: string;
|
||||
issueDate: Date | string | null;
|
||||
expiryDate: Date | string | null;
|
||||
/** Why the document is being asked for, shown at the top so the officer sees the reason. */
|
||||
reason: string;
|
||||
/** Previews of what is currently held, so the officer can see what they are replacing. */
|
||||
currentFront: string | null;
|
||||
currentBack: string | null;
|
||||
/**
|
||||
* True when the KYC record is already verified. Changing data on one of those needs a reason on
|
||||
* the record, which the server enforces - so the dialog asks for it rather than letting the
|
||||
* officer fill the whole form in and be refused on submit.
|
||||
*/
|
||||
requiresRemarks: boolean;
|
||||
}
|
||||
|
||||
/** What the caller gets back: the corrected details, plus whichever sides were re-scanned. */
|
||||
export interface KycDocumentUpdateResult {
|
||||
documentNumber: string;
|
||||
issueDate: Date | null;
|
||||
expiryDate: Date | null;
|
||||
front: File | null;
|
||||
back: File | null;
|
||||
/** Why the document was re-collected. Blank unless the record was already verified. */
|
||||
remarks: string;
|
||||
}
|
||||
|
||||
/**
|
||||
* Re-collects an officially valid document without leaving the KYC record.
|
||||
*
|
||||
* PAN and Aadhaar are each dealt with on their own row of the verification table. The OVD was the
|
||||
* exception: its Update button put the whole KYC form into edit mode, so re-collecting one expiring
|
||||
* document meant scrolling a form of unrelated fields and finding the same document again. The work
|
||||
* is the same either way - a new number, new dates, a fresh scan of each side - so it is asked for
|
||||
* in one place.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-kyc-document-update-dialog',
|
||||
templateUrl: './kyc-document-update-dialog.component.html',
|
||||
styleUrls: ['./kyc-document-update-dialog.component.scss'],
|
||||
standalone: true,
|
||||
// The shared set carries the date adapter the two datepickers below need; the sibling dialogs
|
||||
// pull it in the same way.
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
CommonModule,
|
||||
ReactiveFormsModule,
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
MatDatepickerModule,
|
||||
MatFormFieldModule,
|
||||
MatIconModule,
|
||||
MatInputModule,
|
||||
MatProgressSpinnerModule,
|
||||
MatTooltipModule
|
||||
]
|
||||
})
|
||||
export class KycDocumentUpdateDialogComponent implements OnDestroy {
|
||||
private formBuilder = inject(UntypedFormBuilder);
|
||||
private dialogRef = inject<MatDialogRef<KycDocumentUpdateDialogComponent>>(MatDialogRef);
|
||||
data = inject<KycDocumentUpdateData>(MAT_DIALOG_DATA);
|
||||
|
||||
form: UntypedFormGroup;
|
||||
|
||||
/** Newly chosen files, with a local preview so the officer sees what they picked. */
|
||||
picked: { front: File | null; back: File | null } = { front: null, back: null };
|
||||
pickedPreview: { front: string | null; back: string | null } = { front: null, back: null };
|
||||
|
||||
readonly slots: ('front' | 'back')[] = [
|
||||
'front',
|
||||
'back'
|
||||
];
|
||||
|
||||
constructor() {
|
||||
this.form = this.formBuilder.group({
|
||||
documentNumber: [
|
||||
this.data.documentNumber || '',
|
||||
[Validators.required]
|
||||
],
|
||||
issueDate: [this.toDate(this.data.issueDate)],
|
||||
// Left free rather than required: a passport expires, a PAN card does not.
|
||||
expiryDate: [this.toDate(this.data.expiryDate)],
|
||||
// Required only where the server requires it, so completing a record that was never verified
|
||||
// does not demand a justification for filling in blanks.
|
||||
remarks: [
|
||||
'',
|
||||
this.data.requiresRemarks ? [Validators.required] : []
|
||||
]
|
||||
});
|
||||
}
|
||||
|
||||
private toDate(value: Date | string | null): Date | null {
|
||||
if (!value) {
|
||||
return null;
|
||||
}
|
||||
const d = value instanceof Date ? value : new Date(value);
|
||||
return isNaN(d.getTime()) ? null : d;
|
||||
}
|
||||
|
||||
previewOf(slot: 'front' | 'back'): string | null {
|
||||
return this.pickedPreview[slot] || (slot === 'front' ? this.data.currentFront : this.data.currentBack);
|
||||
}
|
||||
|
||||
/** True once this side has been re-scanned in this dialog, so the label can say so. */
|
||||
isReplaced(slot: 'front' | 'back'): boolean {
|
||||
return !!this.picked[slot];
|
||||
}
|
||||
|
||||
pickedName(slot: 'front' | 'back'): string {
|
||||
return this.picked[slot]?.name || '';
|
||||
}
|
||||
|
||||
onFilePicked(event: Event, slot: 'front' | 'back'): void {
|
||||
const input = event.target as HTMLInputElement;
|
||||
const file = input.files?.[0] || null;
|
||||
// Cleared so re-picking the same filename still fires a change event.
|
||||
input.value = '';
|
||||
if (!file) {
|
||||
return;
|
||||
}
|
||||
if (this.pickedPreview[slot]) {
|
||||
URL.revokeObjectURL(this.pickedPreview[slot]!);
|
||||
}
|
||||
this.picked[slot] = file;
|
||||
this.pickedPreview[slot] = file.type.startsWith('image/') ? URL.createObjectURL(file) : null;
|
||||
}
|
||||
|
||||
clearPick(slot: 'front' | 'back'): void {
|
||||
if (this.pickedPreview[slot]) {
|
||||
URL.revokeObjectURL(this.pickedPreview[slot]!);
|
||||
}
|
||||
this.picked[slot] = null;
|
||||
this.pickedPreview[slot] = null;
|
||||
}
|
||||
|
||||
/**
|
||||
* Something has to change for the update to mean anything - either a corrected detail or a fresh
|
||||
* scan. Submitting an untouched form would reopen a verified KYC record for no reason.
|
||||
*/
|
||||
get hasChanges(): boolean {
|
||||
if (this.picked.front || this.picked.back) {
|
||||
return true;
|
||||
}
|
||||
const v = this.form.value;
|
||||
const sameNumber = (v.documentNumber || '').trim() === (this.data.documentNumber || '').trim();
|
||||
const sameIssue = this.sameDay(v.issueDate, this.toDate(this.data.issueDate));
|
||||
const sameExpiry = this.sameDay(v.expiryDate, this.toDate(this.data.expiryDate));
|
||||
return !(sameNumber && sameIssue && sameExpiry);
|
||||
}
|
||||
|
||||
private sameDay(a: Date | null, b: Date | null): boolean {
|
||||
if (!a && !b) {
|
||||
return true;
|
||||
}
|
||||
if (!a || !b) {
|
||||
return false;
|
||||
}
|
||||
return a.getFullYear() === b.getFullYear() && a.getMonth() === b.getMonth() && a.getDate() === b.getDate();
|
||||
}
|
||||
|
||||
submit(): void {
|
||||
if (this.form.invalid || !this.hasChanges) {
|
||||
this.form.markAllAsTouched();
|
||||
return;
|
||||
}
|
||||
const v = this.form.value;
|
||||
const result: KycDocumentUpdateResult = {
|
||||
documentNumber: (v.documentNumber || '').trim(),
|
||||
issueDate: v.issueDate || null,
|
||||
expiryDate: v.expiryDate || null,
|
||||
front: this.picked.front,
|
||||
back: this.picked.back,
|
||||
remarks: (v.remarks || '').trim()
|
||||
};
|
||||
this.dialogRef.close(result);
|
||||
}
|
||||
|
||||
cancel(): void {
|
||||
this.dialogRef.close();
|
||||
}
|
||||
|
||||
ngOnDestroy(): void {
|
||||
// Only the previews this dialog created; the caller owns the ones it passed in.
|
||||
for (const slot of this.slots) {
|
||||
if (this.pickedPreview[slot]) {
|
||||
URL.revokeObjectURL(this.pickedPreview[slot]!);
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -25,6 +25,41 @@ import { environment } from '../../../environments/environment';
|
||||
export class CacheInterceptor implements HttpInterceptor {
|
||||
private forceUpdate = false;
|
||||
|
||||
/**
|
||||
* Endpoints that compute a live figure from the current ledger/configuration and must never be
|
||||
* served from cache. Caching them meant a report kept showing a stale response after its
|
||||
* underlying GL mapping changed — the request was answered from cachedData and the backend was
|
||||
* never hit again. Matched as a substring of the request URL.
|
||||
*/
|
||||
private static readonly NEVER_CACHE = [
|
||||
'/rbireservereturn',
|
||||
'/rbireserveconfig',
|
||||
'/tdsconfig',
|
||||
'/tds/deposit-interest',
|
||||
// Declarations and challans are entered on the very screens that read them back.
|
||||
'/tds/declarations',
|
||||
'/tds/challans',
|
||||
'/tds/deducted',
|
||||
'/savingsinterestpostingreports',
|
||||
// Cash in vaults and drawers changes with every transaction; a cached teller list or position
|
||||
// kept showing a branch's old tellers and figures at day close.
|
||||
'/tellers',
|
||||
'/cashreports',
|
||||
'/cashreconciliation',
|
||||
'/cashsettlement',
|
||||
'/cashtransfer',
|
||||
'/branchday',
|
||||
// A deposit's lien moves with every repayment of the loan it secures, and decides whether the
|
||||
// deposit may be closed at all - a stale copy would show a released lien as still blocking.
|
||||
'/liens',
|
||||
// The RD Dashboard counts late installments as of today; a cached copy would hide a payment just taken.
|
||||
'/recurringdepositaccounts/dashboard'
|
||||
];
|
||||
|
||||
private isCacheable(url: string): boolean {
|
||||
return !CacheInterceptor.NEVER_CACHE.some((fragment) => url.includes(fragment));
|
||||
}
|
||||
|
||||
// eslint-disable-next-line @angular-eslint/prefer-inject
|
||||
constructor(private httpCacheService: HttpCacheService) {}
|
||||
|
||||
@@ -42,7 +77,7 @@ export class CacheInterceptor implements HttpInterceptor {
|
||||
}
|
||||
|
||||
intercept(request: HttpRequest<any>, next: HttpHandler): Observable<HttpEvent<any>> {
|
||||
if (request.method !== 'GET') {
|
||||
if (request.method !== 'GET' || !this.isCacheable(request.urlWithParams)) {
|
||||
return next.handle(request);
|
||||
}
|
||||
|
||||
|
||||
@@ -67,12 +67,18 @@ export class ErrorHandlerInterceptor implements HttpInterceptor {
|
||||
// endpoint isn't available on a given backend deployment, the client-general-step
|
||||
// component already falls back to riskRules = [] silently; no toast needed here either.
|
||||
const isKycRiskRulesRequest = request.url.includes('/kyc/risk-rules');
|
||||
// A document's own file can be missing from the content store (a database copied between
|
||||
// environments without its file store is the usual cause) even though its m_document row
|
||||
// survives — the backend reports that as a 404, same as a client with no photo, and every
|
||||
// caller that fetches a signature/attachment image already recovers with its own catchError.
|
||||
const isDocumentAttachmentRequest = request.url.match(/\/documents\/\d+\/attachment$/);
|
||||
const isSilentRequest =
|
||||
isClientImageRequest ||
|
||||
isClientKycRequest ||
|
||||
isDirectorRequest ||
|
||||
isClientPendingEditRequest ||
|
||||
isKycRiskRulesRequest;
|
||||
isKycRiskRulesRequest ||
|
||||
isDocumentAttachmentRequest;
|
||||
|
||||
// Explicit per-request opt-out (e.g. per-row enrichment fetches on a list page whose
|
||||
// component already recovers via its own catchError) — silenced for every status, since
|
||||
@@ -93,8 +99,8 @@ export class ErrorHandlerInterceptor implements HttpInterceptor {
|
||||
throw response;
|
||||
}
|
||||
|
||||
// Resolved once and emitted in one place below, so every failure here is consistently tagged
|
||||
// as an error and therefore surfaces as a centred modal rather than a corner toast.
|
||||
// Resolved once and emitted in one place below — see the severity decision there for which of
|
||||
// these surfaces as a centred modal versus a corner toast.
|
||||
let alert: { type: string; message: string } | null = null;
|
||||
if (status === 401 || (environment.oauth.enabled && status === 400)) {
|
||||
alert = { type: 'Authentication Error', message: 'Invalid User Details. Please try again!' };
|
||||
@@ -119,7 +125,13 @@ export class ErrorHandlerInterceptor implements HttpInterceptor {
|
||||
message: errorMessage || 'This action is not allowed in the current state.'
|
||||
};
|
||||
} else if (status === 500) {
|
||||
alert = { type: 'Internal Server Error', message: 'Internal Server Error. Please try again later.' };
|
||||
// errorMessage carries the backend's actual explanation (defaultUserMessage/developerMessage)
|
||||
// when one is present; the generic sentence is only a last resort for a response with no body
|
||||
// at all (a proxy timeout, a stack trace the server never wrapped into JSON).
|
||||
alert = {
|
||||
type: 'Internal Server Error',
|
||||
message: errorMessage || 'Internal Server Error. Please try again later.'
|
||||
};
|
||||
} else if (status === 501) {
|
||||
alert = {
|
||||
type: this.translate.instant('error.resource.notImplemented.type'),
|
||||
@@ -133,7 +145,17 @@ export class ErrorHandlerInterceptor implements HttpInterceptor {
|
||||
}
|
||||
|
||||
if (alert) {
|
||||
this.alertService.alert({ ...alert, severity: 'error' });
|
||||
// A GET is the page reading data it did not ask the user for, in the background — a photo,
|
||||
// an attachment, a notes list, a standing-instructions panel. Every one of those already has
|
||||
// its own catchError fallback at the call site (see transaction-entry.component.ts and
|
||||
// similar account-overview loaders), so the page keeps working regardless. Blocking the whole
|
||||
// screen on a dialog the user has to click "OK" on, for data that was never more than a
|
||||
// secondary panel, is the "irritate na ho" complaint this guards against — it goes to the
|
||||
// corner toast instead, same place a non-error alert already goes. A write (POST/PUT/PATCH/
|
||||
// DELETE) is different: that is the one action the user was waiting on, so its failure still
|
||||
// needs the centred, must-acknowledge dialog.
|
||||
const isBackgroundRead = request.method === 'GET' && (status === 500 || status === 501 || status === 503);
|
||||
this.alertService.alert({ ...alert, severity: isBackgroundRead ? undefined : 'error' });
|
||||
}
|
||||
|
||||
throw response;
|
||||
|
||||
@@ -65,6 +65,14 @@
|
||||
<span class="cashier-nav__esc-hint" (click)="onEscapeKey()"> <kbd>ESC</kbd> Show Header </span>
|
||||
</nav>
|
||||
}
|
||||
<!-- FD Dashboard fullscreen — ESC hint bar -->
|
||||
@else if (currentUrl.includes('/fd-dashboard')) {
|
||||
<nav class="cashier-nav cashier-nav--election">
|
||||
<span class="cashier-nav__esc-hint" (click)="onEscapeKey()">
|
||||
<kbd>ESC</kbd> Exit Fullscreen (Show Header & Footer)
|
||||
</span>
|
||||
</nav>
|
||||
}
|
||||
<!-- Clerk Dashboard fullscreen nav — only visible at /clerk/* -->
|
||||
@else if (currentUrl.includes('/clerk/')) {
|
||||
<nav class="cashier-nav cashier-nav--clerk">
|
||||
@@ -310,41 +318,6 @@
|
||||
</nav>
|
||||
}
|
||||
}
|
||||
|
||||
<!-- Live KPI ticker items — referenced twice below for seamless marquee loop -->
|
||||
<ng-template #kpiTickerItems>
|
||||
<span class="ti"><span class="ti-k">CASH</span><span class="ti-v amber">₹14,82,500</span></span>
|
||||
<span class="ti-d">│</span>
|
||||
<span class="ti">
|
||||
<span class="ti-k">TXN TODAY</span>
|
||||
<span class="ti-v">1,247</span>
|
||||
<span class="ti-v up">↑ 8.2%</span>
|
||||
</span>
|
||||
<span class="ti-d">│</span>
|
||||
<span class="ti"><span class="ti-k">CLEARING IN</span><span class="ti-v">42</span></span>
|
||||
<span class="ti-d">│</span>
|
||||
<span class="ti"><span class="ti-k">CLEARING OUT</span><span class="ti-v">38</span></span>
|
||||
<span class="ti-d">│</span>
|
||||
<span class="ti">
|
||||
<span class="ti-k">NPA·GROSS</span>
|
||||
<span class="ti-v amber">3.47%</span>
|
||||
<span class="ti-v down">↑ 0.12</span>
|
||||
</span>
|
||||
<span class="ti-d">│</span>
|
||||
<span class="ti"><span class="ti-k">CASA</span><span class="ti-v">58.2%</span></span>
|
||||
<span class="ti-d">│</span>
|
||||
<span class="ti"><span class="ti-k">CD RATIO</span><span class="ti-v">71.8%</span></span>
|
||||
<span class="ti-d">│</span>
|
||||
<span class="ti">
|
||||
<span class="ti-k">RBI CIRC</span>
|
||||
<span class="ti-v">DBR.AML.NO.4/14.01.001</span>
|
||||
<span class="ti-v amber">NEW</span>
|
||||
</span>
|
||||
<span class="ti-d">│</span>
|
||||
<span class="ti"><span class="ti-k">REPO</span><span class="ti-v">6.50%</span></span>
|
||||
<span class="ti-d">│</span>
|
||||
</ng-template>
|
||||
|
||||
<!-- ============================================================
|
||||
Main Header — 2-Row Navigation
|
||||
============================================================
|
||||
@@ -623,18 +596,11 @@
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- LIVE KPI TICKER (below the menu — pauses on hover) -->
|
||||
<div class="kpi-ticker" role="marquee" aria-label="Live key-performance ticker">
|
||||
<span class="kpi-live">
|
||||
<span class="kpi-live-dot"></span>
|
||||
LIVE
|
||||
</span>
|
||||
<div class="kpi-track">
|
||||
<!-- Render the item block twice so the marquee loops seamlessly. -->
|
||||
<ng-container *ngTemplateOutlet="kpiTickerItems"></ng-container>
|
||||
<ng-container *ngTemplateOutlet="kpiTickerItems"></ng-container>
|
||||
</div>
|
||||
</div>
|
||||
<!-- The KPI ticker that sat here has been removed. Every figure in it was written into the template — cash on
|
||||
hand, transactions today, CASA, CD ratio, gross NPA, a circular reference — and none came from the bank's
|
||||
own books. Under a "LIVE" badge on every screen in the application, that is not decoration: a figure a
|
||||
branch manager can read as the day's cash position, or an inspector as the NPA ratio, has to be the real
|
||||
one or must not be shown. The band returns when there is a source behind it. -->
|
||||
}
|
||||
<!-- end @if (!hideShellLayout) -->
|
||||
|
||||
@@ -697,6 +663,12 @@
|
||||
<button mat-menu-item routerLink="/reports/savings-interest" tabindex="0">
|
||||
<i class="fa fa-percentage menu-item-icon"></i> Savings Interest Posted
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/interest-posting" tabindex="0">
|
||||
<i class="fa fa-clipboard-check menu-item-icon"></i> Interest Posting Reports
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/interest-posting-summary" tabindex="0">
|
||||
<i class="fa fa-table menu-item-icon"></i> Interest Posting Summary (Branch-wise)
|
||||
</button>
|
||||
<!--
|
||||
The Principal Officer clears flagged UNSC screenings here. It is not a runnable report,
|
||||
so it never shows up under the report categories above and had no nav entry at all.
|
||||
@@ -713,6 +685,9 @@
|
||||
<button mat-menu-item routerLink="/reports/tds-remittance" tabindex="0">
|
||||
<i class="fa fa-landmark menu-item-icon"></i> TDS Remitted to Government
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/bor" tabindex="0">
|
||||
<i class="fa fa-gavel menu-item-icon"></i> BOR Register — Share Capital
|
||||
</button>
|
||||
</mat-menu>
|
||||
|
||||
<!-- Admin Mega Menu — 3-column rectangular panel grouping Setup,
|
||||
@@ -1242,8 +1217,11 @@
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="clock" class="menu-item-icon"></fa-icon> Account Expiry
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> FD Maturity Report
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/fd-dashboard']">
|
||||
<fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> FD Dashboard
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/rd-dashboard']">
|
||||
<fa-icon icon="piggy-bank" class="menu-item-icon"></fa-icon> RD Dashboard
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> FD Interest Report
|
||||
@@ -1339,72 +1317,79 @@
|
||||
<!-- Share Operations -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Share Operations</div>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/nominal-shares']">
|
||||
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> Nominal Share Report
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/share-wise']">
|
||||
<fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> Share Wise Report
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/guarantor-detail']">
|
||||
<fa-icon icon="user-shield" class="menu-item-icon"></fa-icon> Guarantor Detail
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/member-interest']">
|
||||
<fa-icon icon="calculator" class="menu-item-icon"></fa-icon> Total Int Rec
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/enquiry']">
|
||||
<fa-icon icon="search" class="menu-item-icon"></fa-icon> Share Enquiry
|
||||
</button>
|
||||
</div>
|
||||
<!-- Share Documents -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Share Documents</div>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/payment-certificate']">
|
||||
<fa-icon icon="file-signature" class="menu-item-icon"></fa-icon> Share Payment Certificate
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/share-detail']">
|
||||
<fa-icon icon="list-alt" class="menu-item-icon"></fa-icon> Share Detail
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/dividend-statement']">
|
||||
<fa-icon icon="dollar-sign" class="menu-item-icon"></fa-icon> Dividend Statement
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/transfers']">
|
||||
<fa-icon icon="exchange" class="menu-item-icon"></fa-icon> Share Transfer
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/folio-statement']">
|
||||
<fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> Folio Statement
|
||||
</button>
|
||||
</div>
|
||||
<!-- Share Reports -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Share Reports</div>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/final-balance']">
|
||||
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> Final Balance
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/account-statement']">
|
||||
<fa-icon icon="file-invoice" class="menu-item-icon"></fa-icon> Account Statement
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/share-issued']">
|
||||
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Share Issued
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/share-holders']">
|
||||
<fa-icon icon="users" class="menu-item-icon"></fa-icon> Share Holder
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/share-status']">
|
||||
<fa-icon icon="info-circle" class="menu-item-icon"></fa-icon> Share Status
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/product-summary']">
|
||||
<fa-icon icon="layer-group" class="menu-item-icon"></fa-icon> Product Summary
|
||||
</button>
|
||||
</div>
|
||||
<!-- Share Admin -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Share Admin</div>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/distinctive-numbers']">
|
||||
<fa-icon icon="tag" class="menu-item-icon"></fa-icon> Share Devede No Detail
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="map" class="menu-item-icon"></fa-icon> Area Wise</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="tag" class="menu-item-icon"></fa-icon> Share Label</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/area-wise']">
|
||||
<fa-icon icon="map" class="menu-item-icon"></fa-icon> Area Wise
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/labels']">
|
||||
<fa-icon icon="tag" class="menu-item-icon"></fa-icon> Share Label
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/letters']">
|
||||
<fa-icon icon="envelope" class="menu-item-icon"></fa-icon> Share Letter
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/letter-mgmt/share-member']">
|
||||
<fa-icon icon="id-card" class="menu-item-icon"></fa-icon> Share Member Details
|
||||
</button>
|
||||
</div>
|
||||
@@ -2095,6 +2080,35 @@
|
||||
<fa-icon icon="users" class="gl-icon" style="color: #4f46e5"></fa-icon> Members & Share Capital
|
||||
</a>
|
||||
</div>
|
||||
<!-- Reserve Returns — CRR and SLR, computed live from the ledger. Grouped apart from the
|
||||
OSS returns because they are filed on their own cycles: Form 1 twice a month, Form 9
|
||||
at month end. -->
|
||||
<div class="gl-group">
|
||||
<div class="gl-group-title">Reserve Returns</div>
|
||||
<!-- The statutory form is a tab on Form 1 rather than an entry of its own: two menu
|
||||
items for one return had a filer guessing which one they were looking at. -->
|
||||
<a
|
||||
class="gl-link"
|
||||
[class.hidden]="!matchesRbiSearch('Form 1 CRR Cash Reserve Ratio')"
|
||||
routerLink="/rbi/form1"
|
||||
(click)="rbiMenuOpen = false"
|
||||
>
|
||||
<fa-icon icon="percentage" class="gl-icon" style="color: #b45309"></fa-icon> Form 1 — CRR (fortnightly)
|
||||
</a>
|
||||
<!-- Form 9 (SLR) has no entry of its own. Section 24 is settled on the statutory Form 1,
|
||||
at Part C, on the same liabilities Part B charges the cash reserve on — so the SLR
|
||||
position is read there rather than on a second screen that computed it from a
|
||||
differently drawn base and disagreed. -->
|
||||
<a
|
||||
class="gl-link"
|
||||
[class.hidden]="!matchesRbiSearch('Form IX R408 Return on Assets and Liabilities balance sheet')"
|
||||
routerLink="/rbi/form9-return"
|
||||
(click)="rbiMenuOpen = false"
|
||||
>
|
||||
<fa-icon icon="percentage" class="gl-icon" style="color: #b45309"></fa-icon> Form IX — Assets &
|
||||
Liabilities (R408)
|
||||
</a>
|
||||
</div>
|
||||
<!-- CIMS / XBRL Returns -->
|
||||
<div class="gl-group">
|
||||
<div class="gl-group-title">CIMS / XBRL Returns</div>
|
||||
|
||||
@@ -167,7 +167,9 @@ export class ShellComponent implements OnInit, OnDestroy {
|
||||
url.includes('/clerk/withdrawal-request') ||
|
||||
url.includes('/clerk/my-disbursement-requests');
|
||||
const isElectionRoute = url.includes('/election');
|
||||
this.hideShellLayout = isCashierOnly || isClerkRoute || isElectionRoute || this.isWithdrawalReviewUrl;
|
||||
const isFdDashboardRoute = url.includes('/fd-dashboard');
|
||||
this.hideShellLayout =
|
||||
isCashierOnly || isClerkRoute || isElectionRoute || isFdDashboardRoute || this.isWithdrawalReviewUrl;
|
||||
this.cdr.detectChanges();
|
||||
};
|
||||
this.routeSub = this.router.events.pipe(filter((e) => e instanceof NavigationEnd)).subscribe(() => checkLayout());
|
||||
@@ -180,10 +182,7 @@ export class ShellComponent implements OnInit, OnDestroy {
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Toggles the current collapsed state of sidenav according to the emitted event.
|
||||
* @param {boolean} event denotes state of sidenav
|
||||
*/
|
||||
/** Toggles the current collapsed state of sidenav according to the emitted event. */
|
||||
toggleCollapse($event: boolean) {
|
||||
this.sidenavCollapsed = $event;
|
||||
this.cdr.detectChanges();
|
||||
@@ -204,12 +203,15 @@ export class ShellComponent implements OnInit, OnDestroy {
|
||||
return /\/checker-inbox-and-tasks\/(share-)?withdrawal-requests\/\d+\/review/.test(this.router.url);
|
||||
}
|
||||
|
||||
/** ESC key — exit fullscreen at Clerk Dashboard / Election / review screen, restoring full shell header. */
|
||||
/** ESC key — exit fullscreen at Clerk Dashboard / Election / FD Dashboard / review screen, restoring full shell header. */
|
||||
@HostListener('document:keydown.escape')
|
||||
onEscapeKey(): void {
|
||||
if (
|
||||
this.hideShellLayout &&
|
||||
(this.router.url.includes('/clerk/') || this.router.url.includes('/election') || this.isWithdrawalReviewUrl)
|
||||
(this.router.url.includes('/clerk/') ||
|
||||
this.router.url.includes('/election') ||
|
||||
this.router.url.includes('/fd-dashboard') ||
|
||||
this.isWithdrawalReviewUrl)
|
||||
) {
|
||||
this.hideShellLayout = false;
|
||||
this.cdr.detectChanges();
|
||||
|
||||
@@ -299,32 +299,38 @@
|
||||
</mat-icon>
|
||||
<a matLine>{{ 'labels.menus.Notifications' | translate }}</a>
|
||||
</mat-list-item>
|
||||
<mat-list-item
|
||||
[routerLink]="['/accounting/journal-entries/frequent-postings']"
|
||||
[matTooltipPosition]="tooltipPosition"
|
||||
matTooltip="{{ 'tooltips.Frequent Postings' | translate }}"
|
||||
routerLinkActive="active-menu"
|
||||
[routerLinkActiveOptions]="{ exact: false }"
|
||||
*mifosxHasPermission="'SIDEBAR_FREQUENT_POSTINGS'"
|
||||
>
|
||||
<mat-icon matListIcon>
|
||||
<fa-icon icon="sync" size="sm"></fa-icon>
|
||||
</mat-icon>
|
||||
<a matLine #frequentPostings>{{ 'labels.menus.Frequent Postings' | translate }}</a>
|
||||
</mat-list-item>
|
||||
<mat-list-item
|
||||
[routerLink]="['/accounting/journal-entries/create']"
|
||||
[matTooltipPosition]="tooltipPosition"
|
||||
matTooltip="{{ 'tooltips.Create Journal Entry' | translate }}"
|
||||
routerLinkActive="active-menu"
|
||||
[routerLinkActiveOptions]="{ exact: false }"
|
||||
*mifosxHasPermission="'SIDEBAR_JOURNAL_ENTRY'"
|
||||
>
|
||||
<mat-icon matListIcon>
|
||||
<fa-icon icon="plus" size="sm"></fa-icon>
|
||||
</mat-icon>
|
||||
<a matLine #createJournalEntry>{{ 'labels.menus.Create Journal Entry' | translate }}</a>
|
||||
</mat-list-item>
|
||||
<!-- Frequent Postings / Create Journal Entry — hidden while disabled, see
|
||||
accounting/disabled-features.ts -->
|
||||
@if (!disabledFeatures.frequentPostings) {
|
||||
<mat-list-item
|
||||
[routerLink]="['/accounting/journal-entries/frequent-postings']"
|
||||
[matTooltipPosition]="tooltipPosition"
|
||||
matTooltip="{{ 'tooltips.Frequent Postings' | translate }}"
|
||||
routerLinkActive="active-menu"
|
||||
[routerLinkActiveOptions]="{ exact: false }"
|
||||
*mifosxHasPermission="'SIDEBAR_FREQUENT_POSTINGS'"
|
||||
>
|
||||
<mat-icon matListIcon>
|
||||
<fa-icon icon="sync" size="sm"></fa-icon>
|
||||
</mat-icon>
|
||||
<a matLine #frequentPostings>{{ 'labels.menus.Frequent Postings' | translate }}</a>
|
||||
</mat-list-item>
|
||||
}
|
||||
@if (!disabledFeatures.createJournalEntries) {
|
||||
<mat-list-item
|
||||
[routerLink]="['/accounting/journal-entries/create']"
|
||||
[matTooltipPosition]="tooltipPosition"
|
||||
matTooltip="{{ 'tooltips.Create Journal Entry' | translate }}"
|
||||
routerLinkActive="active-menu"
|
||||
[routerLinkActiveOptions]="{ exact: false }"
|
||||
*mifosxHasPermission="'SIDEBAR_JOURNAL_ENTRY'"
|
||||
>
|
||||
<mat-icon matListIcon>
|
||||
<fa-icon icon="plus" size="sm"></fa-icon>
|
||||
</mat-icon>
|
||||
<a matLine #createJournalEntry>{{ 'labels.menus.Create Journal Entry' | translate }}</a>
|
||||
</mat-list-item>
|
||||
}
|
||||
<mat-list-item
|
||||
[routerLink]="['/accounting/chart-of-accounts']"
|
||||
[matTooltipPosition]="tooltipPosition"
|
||||
|
||||
@@ -33,6 +33,7 @@ import { MatIcon } from '@angular/material/icon';
|
||||
import { MatLine } from '@angular/material/grid-list';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { remittanceConfig } from '../../../remittances/remittance.config';
|
||||
import { DISABLED_ACCOUNTING_FEATURES } from '../../../accounting/disabled-features';
|
||||
import { environment } from '../../../../environments/environment';
|
||||
|
||||
import { catchError, finalize, of, take } from 'rxjs';
|
||||
@@ -81,6 +82,8 @@ export class SidenavComponent implements OnInit, AfterViewInit {
|
||||
frequentActivities: any[] = frequentActivities;
|
||||
/** Whether remittance feature is enabled */
|
||||
mifosRemittanceEnabled = remittanceConfig.isRemittanceEnabled;
|
||||
/** Accounting features switched off for this installation — see accounting/disabled-features.ts. */
|
||||
disabledFeatures = DISABLED_ACCOUNTING_FEATURES;
|
||||
/** Whether Superset Analytics is enabled */
|
||||
supersetEnabled = environment.supersetEnabled;
|
||||
|
||||
|
||||
@@ -20,7 +20,7 @@
|
||||
<div class="t-live"></div>
|
||||
LIVE
|
||||
</div>
|
||||
<div class="t-chip">Branch: <strong>HO</strong></div>
|
||||
<div class="t-chip">Branch: <strong>{{ officeLabel }}</strong></div>
|
||||
<div class="t-chip">
|
||||
Date: <strong>{{ today | date: 'dd MMM yyyy' }}</strong>
|
||||
</div>
|
||||
|
||||
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user