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5 Commits
Author SHA1 Message Date
nitesh b609f19e9f Merge branch 'dev' of https://git.lincpay.tech/CBSNexora/cbsnexora into dev
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2026-08-06 11:45:46 +05:30
niteshandClaude Sonnet 5 7f836f6f71 feat(shares): add Share Account Closure maker-checker workflow
Clerk submits a closure request only once a share account holds zero
shares; manager validates (shares still zero, account active, no active
loan/guarantee, KYC/AML standing, maker!=checker) and approves, which
executes the real Fineract "close" command. The direct native "Close"
action is removed from the account menu — it silently force-redeemed any
remaining shares, bypassing the withdrawal approval flow entirely — and
replaced with an "Eligible for Closure" banner. When a withdrawal approval
brings a share account's holding to zero, a closure request is now
auto-submitted (still requires manager approval) so the clerk doesn't have
to separately open "New Share Closure Request".

Also fixes an unrelated build break introduced by a merged commit: a
missing `suppressMonthlyAnnualLink` property declaration, and two files
(branch-scope.service.ts, gl-reports-data.ts) that existed on `demo` but
were never brought into `dev` alongside the new TDS report components
that depend on them.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-06 11:43:56 +05:30
Anshul Rathore 1a33f9d6ce Merge remote-tracking branch 'origin/dev' into dev
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2026-08-06 10:45:10 +05:30
Anshul Rathore 983c613b8e feat: update changes 2026-08-06 10:41:28 +05:30
Anshul Rathore a982083b14 chore: stop tracking auto-generated .env.ts file 2026-07-31 15:08:35 +05:30
41 changed files with 3261 additions and 113 deletions
+2 -2
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@@ -69,8 +69,8 @@
"budgets": [
{
"type": "initial",
"maximumWarning": "13mb",
"maximumError": "14mb"
"maximumWarning": "15mb",
"maximumError": "16mb"
},
{
"type": "anyComponentStyle",
+16
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@@ -78,6 +78,22 @@ const routes: Routes = [
),
data: { title: 'My Share Requests', breadcrumb: 'My Share Requests' }
},
{
path: 'share-closure-request',
loadComponent: () =>
import('../clerk/share-closure-request/share-closure-request.component').then(
(m) => m.ShareClosureRequestComponent
),
data: { title: 'New Share Closure Request', breadcrumb: 'New Share Closure Request', mode: 'create' }
},
{
path: 'share-closure-requests',
loadComponent: () =>
import('../clerk/my-share-closure-requests/my-share-closure-requests.component').then(
(m) => m.MyShareClosureRequestsComponent
),
data: { title: 'My Share Closure Requests', breadcrumb: 'My Share Closure Requests' }
},
{
path: 'account-facilities',
loadComponent: () =>
@@ -0,0 +1,53 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Injectable, inject } from '@angular/core';
import { HttpClient, HttpParams } from '@angular/common/http';
import { Observable } from 'rxjs';
/** HTTP service for the Share Closure maker-checker workflow — mirrors
* ClerkShareWithdrawalService, adapted for closing an already-zero-share account. */
@Injectable({ providedIn: 'root' })
export class ClerkShareClosureService {
private http = inject(HttpClient);
submit(data: any): Observable<any> {
return this.http.post('/clerk/share-closure-requests', data);
}
getMyRequests(status?: string, offset = 0, limit = 20, fromDate?: string, toDate?: string): Observable<any> {
let params = new HttpParams().set('offset', String(offset)).set('limit', String(limit));
if (status) params = params.set('status', status);
if (fromDate) params = params.set('fromDate', fromDate);
if (toDate) params = params.set('toDate', toDate);
return this.http.get('/clerk/share-closure-requests/my', { params });
}
getPendingRequests(status = 'PENDING', offset = 0, limit = 20, fromDate?: string, toDate?: string): Observable<any> {
let params = new HttpParams().set('status', status).set('offset', String(offset)).set('limit', String(limit));
if (fromDate) params = params.set('fromDate', fromDate);
if (toDate) params = params.set('toDate', toDate);
return this.http.get('/clerk/share-closure-requests', { params });
}
getById(id: number): Observable<any> {
return this.http.get(`/clerk/share-closure-requests/${id}`);
}
validate(id: number): Observable<any> {
return this.http.post(`/clerk/share-closure-requests/${id}/validate`, {});
}
approve(id: number): Observable<any> {
return this.http.post(`/clerk/share-closure-requests/${id}/approve`, {});
}
reject(id: number, reason: string): Observable<any> {
return this.http.post(`/clerk/share-closure-requests/${id}/reject`, { reason });
}
}
@@ -0,0 +1,69 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="pg">
<header class="pg-head">
<div>
<div class="pg-eyebrow">CLERK · SHARE CLOSURE</div>
<h1 class="pg-title">My Share Closure Requests</h1>
<p class="pg-sub">Share account closure requests you have submitted, and their approval status.</p>
</div>
<div class="pg-toolbar">
<button type="button" class="pg-btn pg-btn--primary" (click)="newRequest()">New Share Closure Request</button>
</div>
</header>
<div class="pg-card">
<div class="inv-form-grid" style="padding: 12px 16px">
<label class="inv-form-field">
<span>Status</span>
<select [(ngModel)]="filterStatus" (change)="onFilterChange()">
@for (opt of statusOptions; track opt.value) {
<option [value]="opt.value">{{ opt.label }}</option>
}
</select>
</label>
</div>
<table class="pg-table">
<thead>
<tr>
<th>Account No</th>
<th>Client</th>
<th>Closed Date</th>
<th>Submitted At</th>
<th>Status</th>
</tr>
</thead>
<tbody>
@if (loading) {
<tr>
<td colspan="5" class="pg-empty">Loading…</td>
</tr>
} @else if (loaded && requests.length === 0) {
<tr>
<td colspan="5" class="pg-empty">No share closure requests found.</td>
</tr>
} @else {
@for (r of requests; track r.id) {
<tr>
<td>
<span class="pg-chip">{{ r.account_no }}</span>
</td>
<td>{{ r.client_name }}</td>
<td>{{ formatDateTime(r.closed_date) }}</td>
<td>{{ formatDateTime(r.submitted_at) }}</td>
<td>
<span [class]="statusClass(r.status)">{{ statusLabel(r.status) }}</span>
</td>
</tr>
}
}
</tbody>
</table>
</div>
</div>
@@ -0,0 +1,112 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Component, OnInit, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { Router, RouterModule } from '@angular/router';
import { catchError } from 'rxjs/operators';
import { of } from 'rxjs';
import { ClerkShareClosureService } from '../../cashier/clerk-share-closure.service';
/** Clerk Dashboard "My Share Closure Requests" — lists the share account closure requests this
* clerk has submitted and their approval status. Mirrors MyShareWithdrawalRequestsComponent. */
@Component({
selector: 'mifosx-my-share-closure-requests',
templateUrl: './my-share-closure-requests.component.html',
styleUrls: [
'../../cashier/cashier-shared.scss',
'../clerk-shared.scss'
],
standalone: true,
imports: [
CommonModule,
FormsModule,
RouterModule
]
})
export class MyShareClosureRequestsComponent implements OnInit {
private service = inject(ClerkShareClosureService);
private router = inject(Router);
requests: any[] = [];
totalRecords = 0;
loading = false;
loaded = false;
filterStatus = '';
get statusOptions(): { value: string; label: string }[] {
return [
{ value: '', label: 'All' },
{ value: 'PENDING', label: 'Pending' },
{ value: 'APPROVED', label: 'Approved' },
{ value: 'REJECTED', label: 'Rejected' }
];
}
ngOnInit(): void {
this.load();
}
load(): void {
this.loading = true;
this.service
.getMyRequests(this.filterStatus || undefined, 0, 50)
.pipe(catchError(() => of({ pageItems: [], totalFilteredRecords: 0 })))
.subscribe((res: any) => {
this.requests = res?.pageItems ?? [];
this.totalRecords = Number(res?.totalFilteredRecords ?? 0);
this.loading = false;
this.loaded = true;
});
}
onFilterChange(): void {
this.load();
}
newRequest(): void {
this.router.navigate(['/clerk/share-closure-request']);
}
statusClass(status: string): string {
const map: Record<string, string> = {
PENDING: 'inv-badge--active',
APPROVED: 'inv-badge--matured',
REJECTED: 'inv-badge--written_off'
};
return `inv-badge ${map[status] ?? ''}`;
}
statusLabel(status: string): string {
const map: Record<string, string> = {
PENDING: 'Pending Approval',
APPROVED: 'Approved',
REJECTED: 'Rejected'
};
return map[status] ?? status;
}
formatDateTime(val: any): string {
if (!val) return '—';
try {
const d = new Date(val);
return d.toLocaleString('en-IN', {
day: '2-digit',
month: 'short',
year: 'numeric',
hour: '2-digit',
minute: '2-digit'
});
} catch {
return String(val);
}
}
}
@@ -0,0 +1,355 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="pg">
<header class="pg-head">
<div>
<div class="pg-eyebrow">{{ isReview ? 'CHECKER · APPROVAL' : 'CLERK · SHARE CLOSURE' }}</div>
<h1 class="pg-title">{{ pageTitle }}</h1>
<p class="pg-sub">{{ pageSubtitle }}</p>
</div>
<div class="pg-toolbar">
<button type="button" class="pg-btn" (click)="goBack()">
<mat-icon>arrow_back</mat-icon>
{{ isReview ? 'Back to Requests' : 'My Share Closure Requests' }}
</button>
</div>
</header>
<div class="pg-card">
<div class="pos-section-label">Share Account</div>
<div class="inv-form-grid" style="padding: 16px">
@if (!isReview) {
<label class="inv-form-field" style="grid-column: span 2">
<span>* Search Account No. / Client Name (only zero-share accounts are eligible)</span>
<mifosx-search-select
[options]="accountOptions"
[(ngModel)]="selectedAccountId"
(ngModelChange)="onAccountSelected($event)"
placeholder="Search share account no. or client name…"
></mifosx-search-select>
</label>
}
@if (account) {
<label class="inv-form-field">
<span>Account No</span>
<input type="text" [value]="account.accountNo" readonly />
</label>
<label class="inv-form-field">
<span>Client</span>
<input type="text" [value]="account.clientName" readonly />
</label>
<label class="inv-form-field">
<span>Shares Held</span>
<input type="text" [value]="heldShares" readonly />
</label>
}
@if (loadingAccount) {
<div class="pg-empty">Loading account…</div>
}
@if (account && heldShares !== 0 && !isReview) {
<div class="pg-empty" style="grid-column: span 2; color: #b42318">
This account still holds {{ heldShares }} share(s) — all shares must be withdrawn first via the Share
Withdrawal workflow before it becomes eligible for closure.
</div>
}
</div>
</div>
@if (isReview && reviewRequest) {
<div class="pg-card">
<div class="pos-section-label">Client Compliance</div>
<div class="inv-form-grid" style="padding: 16px">
<div class="inv-form-field">
<span>KYC Status</span>
<span
class="swr-chip"
[class.swr-chip--ok]="reviewRequest.client_kyc_verified"
[class.swr-chip--warn]="!reviewRequest.client_kyc_verified"
>
{{ reviewRequest.client_kyc_status_label }}
</span>
</div>
<div class="inv-form-field">
<span>Risk Category</span>
<span
class="swr-chip"
[class.swr-chip--ok]="!reviewRequest.client_risk_high"
[class.swr-chip--warn]="reviewRequest.client_risk_high"
>
{{ reviewRequest.client_risk_category_label }}
</span>
</div>
<div class="inv-form-field">
<span>Open AML Alerts</span>
<span
class="swr-chip"
[class.swr-chip--ok]="!reviewRequest.client_open_aml_alerts"
[class.swr-chip--warn]="reviewRequest.client_open_aml_alerts > 0"
>
{{ reviewRequest.client_open_aml_alerts || 0 }}
</span>
</div>
</div>
</div>
}
@if (account) {
<div class="pg-card">
<div class="pos-section-label">Closure Details</div>
<div class="inv-form-grid" style="padding: 16px">
<label class="inv-form-field">
<span>* Closed Date</span>
<input type="date" [(ngModel)]="closedDate" [disabled]="isReview" />
</label>
<label class="inv-form-field" style="grid-column: span 2">
<span>Note (optional)</span>
<input
type="text"
[(ngModel)]="note"
[disabled]="isReview"
placeholder="e.g. Member exit — all shares redeemed"
/>
</label>
</div>
@if (!isReview) {
<div class="inv-form-actions">
<button
type="button"
class="pg-btn pg-btn--primary"
[disabled]="!isFormValid || submitting"
(click)="openConfirmDialog()"
>
{{ submitting ? 'Submitting…' : 'Review &amp; Submit' }}
</button>
</div>
}
</div>
}
@if (isReview && reviewRequest?.status === 'PENDING') {
<div class="pg-card">
<div class="pos-section-label">Verification</div>
<div class="swrv-trigger">
<div class="swrv-trigger__icon">
<mat-icon>fact_check</mat-icon>
</div>
<div class="swrv-trigger__text">
<div class="swrv-trigger__title">Run a live backend validation</div>
<div class="swrv-trigger__sub">
Re-checks shares held, account status, active loan/guarantee and client compliance before you approve.
</div>
</div>
<button type="button" class="pg-btn pg-btn--primary" (click)="openValidateModal()">
<mat-icon>play_circle</mat-icon>
Validate Request
</button>
</div>
<div class="inv-form-actions">
<button type="button" class="pg-btn pg-btn--primary" (click)="approveReview()">
<mat-icon>check_circle</mat-icon>
Approve &amp; Close Account
</button>
<button type="button" class="pg-btn pg-btn--danger" (click)="openRejectDialog()">
<mat-icon>cancel</mat-icon>
Reject
</button>
</div>
</div>
}
@if (showValidateModal) {
<div class="swrv-modal">
<div class="swrv-modal__card">
<div class="swrv-modal__header">
<div class="swrv-modal__title">
<span class="swrv-modal__title-icon"><mat-icon>fact_check</mat-icon></span>
Validate Share Closure Request
</div>
<button type="button" class="swrv-modal__close" [disabled]="validating" (click)="closeValidateModal()">
<mat-icon>close</mat-icon>
</button>
</div>
<div class="swrv-modal__body">
<p class="swrv-modal__intro">
Re-checking closure of <strong>{{ account?.accountNo }}</strong> ({{ account?.clientName }}) against the
live account, loan/guarantee and compliance state — not just what was captured at submission time.
</p>
@if (backendChecks && !validating && !validateAllPassed) {
<div class="swrv-modal__warn">
<mat-icon>warning</mat-icon>
<div>
<strong>Some checks need review before approving.</strong>
Scroll down to see which ones failed and why.
</div>
</div>
}
<ol class="swrv-steps">
@for (step of validateSteps; track step.label; let i = $index) {
<li
class="swrv-step"
[class.swrv-step--active]="step.status === 'active'"
[class.swrv-step--done]="step.status === 'done'"
[class.swrv-step--failed]="step.status === 'failed'"
>
<div class="swrv-step__indicator">
@if (step.status === 'done') {
<mat-icon>check</mat-icon>
} @else if (step.status === 'active') {
<mat-icon class="swrv-spin">autorenew</mat-icon>
} @else if (step.status === 'failed') {
<mat-icon>close</mat-icon>
} @else {
<span>{{ i + 1 }}</span>
}
</div>
<div class="swrv-step__content">
<div class="swrv-step__label">{{ step.label }}</div>
<div class="swrv-step__msg">{{ step.detail }}</div>
</div>
</li>
}
</ol>
@if (validating && validateSteps.length === 0) {
<div class="pg-empty">Connecting to server…</div>
}
@if (backendChecks && !validating && validateAllPassed) {
<div class="swrv-modal__result">
<mat-icon>verified</mat-icon>
<span>All checks passed — safe to approve.</span>
</div>
}
</div>
<div class="swrv-modal__footer">
@if (!validating && backendChecks) {
<button type="button" class="pg-btn" (click)="runBackendValidation()">
<mat-icon>refresh</mat-icon>
Re-run
</button>
}
@if (!validating && backendChecks && validateAllPassed) {
<button type="button" class="pg-btn pg-btn--primary" (click)="closeValidateModal(); approveReview()">
<mat-icon>check_circle</mat-icon>
Approve &amp; Close Account
</button>
}
<button type="button" class="pg-btn" [disabled]="validating" (click)="closeValidateModal()">
{{ validating ? 'Validating…' : 'Close' }}
</button>
</div>
</div>
</div>
}
@if (isReview && activityLog.length > 0) {
<div class="pg-card">
<div class="pos-section-label">Activity Log</div>
<table class="pg-table">
<thead>
<tr>
<th>Timestamp</th>
<th>Action</th>
<th>User</th>
<th>Note</th>
</tr>
</thead>
<tbody>
@for (entry of activityLog; track entry.timestamp) {
<tr>
<td>{{ entry.timestamp | date: 'medium' }}</td>
<td>{{ entry.action }}</td>
<td>{{ entry.user }}</td>
<td>{{ entry.note || '—' }}</td>
</tr>
}
</tbody>
</table>
</div>
}
@if (showConfirmDialog) {
<div class="swr-modal-backdrop">
<div class="swr-modal">
<h3>Confirm Share Closure Request</h3>
<p class="pg-sub">Review the details below before submitting for Bank Manager approval.</p>
<table class="pg-table">
<tbody>
<tr>
<td>Account No / Client</td>
<td>{{ account?.accountNo }} — {{ account?.clientName }}</td>
</tr>
<tr>
<td>Shares Held</td>
<td>{{ heldShares }}</td>
</tr>
<tr>
<td>Closed Date</td>
<td>{{ closedDate }}</td>
</tr>
<tr>
<td>Note</td>
<td>{{ note || '—' }}</td>
</tr>
</tbody>
</table>
<div class="pos-section-label" style="margin-top: 12px">Validation Checks</div>
<table class="pg-table">
<tbody>
@for (check of verificationChecks; track check.label) {
<tr>
<td>{{ check.label }}</td>
<td [class.swr-check-pass]="check.pass" [class.swr-check-fail]="!check.pass">
{{ check.pass ? 'Pass — ' : 'Review — ' }}{{ check.detail }}
</td>
</tr>
}
</tbody>
</table>
<div class="inv-form-actions">
<button type="button" class="pg-btn pg-btn--primary" [disabled]="submitting" (click)="confirmSubmit()">
{{ submitting ? 'Submitting…' : 'Confirm & Submit' }}
</button>
<button type="button" class="pg-btn" (click)="cancelConfirmDialog()">Back to Edit</button>
</div>
</div>
</div>
}
@if (showRejectDialog) {
<div class="swr-modal-backdrop">
<div class="swr-modal">
<h3>Reject Share Closure Request</h3>
<label class="inv-form-field">
<span>* Rejection Reason</span>
<textarea rows="3" [(ngModel)]="rejectionReason"></textarea>
</label>
<div class="inv-form-actions">
<button
type="button"
class="pg-btn pg-btn--danger"
[disabled]="!rejectionReason.trim()"
(click)="confirmRejectReview()"
>
Confirm Reject
</button>
<button type="button" class="pg-btn" (click)="showRejectDialog = false">Cancel</button>
</div>
</div>
</div>
}
</div>
@@ -0,0 +1,336 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Component, EventEmitter, Input, OnInit, Output, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { ActivatedRoute, Router, RouterModule } from '@angular/router';
import { MatIconModule } from '@angular/material/icon';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { catchError } from 'rxjs/operators';
import { of } from 'rxjs';
import { SharesService } from '../../shares/shares.service';
import { ClerkShareClosureService } from '../../cashier/clerk-share-closure.service';
import { SearchSelectComponent, SearchSelectOption } from '../../shared/search-select/search-select.component';
export type ShareClosureMode = 'create' | 'review';
interface ActivityEntry {
timestamp: string;
action: string;
user: string;
note?: string;
}
/**
* Share Account Closure request — maker screen in the Clerk Dashboard. A clerk finds a member's
* Share Account that already holds zero shares (all shares already withdrawn), enters the closed
* date plus an optional note, and submits for Bank Manager approval. This is the ONLY entry point
* a share account closure should go through — approval server-side executes the real Fineract
* "close" command (see ClerkShareClosureRequestApiResource on the backend).
*/
@Component({
selector: 'mifosx-share-closure-request',
templateUrl: './share-closure-request.component.html',
styleUrls: [
'../../cashier/cashier-shared.scss',
'../clerk-shared.scss',
'../share-withdrawal-request/share-withdrawal-request.component.scss'
],
standalone: true,
imports: [
CommonModule,
FormsModule,
RouterModule,
MatIconModule,
MatSnackBarModule,
SearchSelectComponent
]
})
export class ShareClosureRequestComponent implements OnInit {
private route = inject(ActivatedRoute);
private router = inject(Router);
private sharesService = inject(SharesService);
private closureService = inject(ClerkShareClosureService);
private snackBar = inject(MatSnackBar);
/** When embedded (e.g. opened as a popup from a list screen instead of routed to directly), mode
* and requestId come from these inputs rather than the route, and success/close actions emit
* events instead of navigating away. */
@Input() embedded = false;
@Input() overrideMode: ShareClosureMode | null = null;
@Input() overrideRequestId: number | null = null;
@Output() closeRequested = new EventEmitter<void>();
@Output() actionCompleted = new EventEmitter<void>();
mode: ShareClosureMode = 'create';
requestId: number | null = null;
submitting = false;
loadingAccount = false;
selectedAccountId = '';
accountOptions: SearchSelectOption[] = [];
account: any = null;
closedDate = '';
note = '';
activityLog: ActivityEntry[] = [];
reviewRequest: any = null;
showRejectDialog = false;
rejectionReason = '';
showConfirmDialog = false;
showValidateModal = false;
validating = false;
validateAllPassed = false;
backendChecks: { label: string; pass: boolean; detail: string }[] | null = null;
validateSteps: { label: string; detail: string; pass: boolean; status: 'pending' | 'active' | 'done' | 'failed' }[] =
[];
get heldShares(): number {
return Number(this.account?.summary?.totalApprovedShares ?? this.account?.totalApprovedShares ?? 0);
}
get isFormValid(): boolean {
if (!this.account) return false;
if (this.heldShares !== 0) return false;
if (!this.closedDate) return false;
return true;
}
/** Shown to the clerk before submit and to the manager before approval, so both can verify the same checks. */
get verificationChecks(): { label: string; pass: boolean; detail: string }[] {
return [
{ label: 'No shares currently held', pass: this.heldShares === 0, detail: `${this.heldShares} share(s) held` },
{ label: 'Closed Date provided', pass: !!this.closedDate, detail: this.closedDate || 'Missing' }
];
}
get isReview(): boolean {
return this.mode === 'review';
}
get pageTitle(): string {
return this.isReview ? 'Review Share Closure Request' : 'New Share Closure Request';
}
get pageSubtitle(): string {
return this.isReview
? "Approve or reject the clerk's share account closure request."
: 'Close a Share Account whose shares have already been fully withdrawn, for Bank Manager approval.';
}
ngOnInit(): void {
this.mode = this.overrideMode ?? (this.route.snapshot.data?.['mode'] as ShareClosureMode) ?? 'create';
const idParam = this.overrideRequestId ?? this.route.snapshot.params?.['id'];
this.requestId = idParam ? Number(idParam) : null;
const today = new Date();
this.closedDate = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
this.sharesService
.getShareAccountSummaries()
.pipe(catchError(() => of([])))
.subscribe((rows: any[]) => {
this.accountOptions = (rows || [])
.filter((r) => (r.status?.value || '').toLowerCase() === 'active' && Number(r.totalApprovedShares ?? 0) === 0)
.map((r) => ({
value: String(r.id),
label: `${r.accountNo} — ${r.clientName} (0 shares held)`,
searchText: `${r.accountNo} ${r.clientName}`
}));
});
if (this.requestId && this.mode === 'review') {
this.loadReviewRequest(this.requestId);
}
}
onAccountSelected(accountId: string): void {
this.selectedAccountId = accountId;
if (!accountId) {
this.account = null;
return;
}
this.loadingAccount = true;
this.sharesService
.getSharesAccountData(accountId, false)
.pipe(catchError(() => of(null)))
.subscribe((acc: any) => {
this.account = acc;
this.loadingAccount = false;
});
}
private loadReviewRequest(id: number): void {
this.closureService.getById(id).subscribe({
next: (req: any) => {
this.reviewRequest = req;
this.closedDate = req.closed_date ? String(req.closed_date).split('T')[0].split(' ')[0] : this.closedDate;
this.note = req.note ?? '';
if (req.activity_log) {
try {
this.activityLog = JSON.parse(req.activity_log);
} catch {
this.activityLog = [];
}
}
this.sharesService
.getSharesAccountData(String(req.share_account_id), false)
.pipe(catchError(() => of(null)))
.subscribe((acc: any) => (this.account = acc));
},
error: () => this.snackBar.open('Failed to load share closure request.', 'Close', { duration: 5000 })
});
}
/** "Review before Save" per requirement — opens the confirm dialog instead of submitting directly. */
openConfirmDialog(): void {
if (!this.isFormValid || this.submitting) {
return;
}
this.showConfirmDialog = true;
}
cancelConfirmDialog(): void {
this.showConfirmDialog = false;
}
confirmSubmit(): void {
this.showConfirmDialog = false;
this.submitting = true;
const payload = {
shareAccountId: Number(this.selectedAccountId),
accountNo: this.account?.accountNo,
clientId: this.account?.clientId,
clientName: this.account?.clientName,
closedDate: this.closedDate,
note: this.note
};
this.closureService.submit(payload).subscribe({
next: () => {
this.snackBar.open('Share closure request submitted for approval.', 'Close', { duration: 4000 });
if (this.embedded) {
this.actionCompleted.emit();
} else {
this.router.navigate(['/clerk/dashboard']);
}
},
error: (err) => {
this.submitting = false;
this.snackBar.open(err?.error?.defaultUserMessage || 'Could not submit the request.', 'Close', {
duration: 6000
});
}
});
}
openValidateModal(): void {
if (!this.reviewRequest) return;
this.showValidateModal = true;
this.runBackendValidation();
}
closeValidateModal(): void {
if (this.validating) return;
this.showValidateModal = false;
}
/** Re-checks live backend state (shares still zero, account still active, no active loan/guarantee,
* compliance standing) rather than relying on data already loaded in the browser — catches drift
* since submission. Results are revealed one step at a time for the pipeline-style animation. */
runBackendValidation(): void {
if (!this.reviewRequest || this.validating) return;
this.validating = true;
this.backendChecks = null;
this.validateSteps = [];
this.closureService.validate(this.reviewRequest.id).subscribe({
next: (res: any) => {
const checks = (res?.checks ?? []) as { label: string; pass: boolean; detail: string }[];
this.backendChecks = checks;
this.validateAllPassed = !!res?.allPassed;
this.validateSteps = checks.map((c) => ({ ...c, status: 'pending' as const }));
this.revealValidateSteps(0);
},
error: (err) => {
this.validating = false;
this.snackBar.open(err?.error?.defaultUserMessage || 'Could not run backend validation.', 'Close', {
duration: 6000
});
}
});
}
private revealValidateSteps(index: number): void {
if (index >= this.validateSteps.length) {
this.validating = false;
return;
}
this.validateSteps[index].status = 'active';
setTimeout(() => {
this.validateSteps[index].status = this.validateSteps[index].pass ? 'done' : 'failed';
this.revealValidateSteps(index + 1);
}, 320);
}
approveReview(): void {
if (!this.reviewRequest) return;
this.closureService.approve(this.reviewRequest.id).subscribe({
next: () => {
this.snackBar.open('Share closure approved — account closed.', 'Close', { duration: 6000 });
if (this.embedded) {
this.actionCompleted.emit();
} else {
this.router.navigate(['/checker-inbox-and-tasks/share-closure-requests']);
}
},
error: (err) =>
this.snackBar.open(err?.error?.defaultUserMessage || 'Could not approve the request.', 'Close', {
duration: 6000
})
});
}
openRejectDialog(): void {
this.showRejectDialog = true;
this.rejectionReason = '';
}
confirmRejectReview(): void {
if (!this.reviewRequest || !this.rejectionReason.trim()) return;
this.closureService.reject(this.reviewRequest.id, this.rejectionReason.trim()).subscribe({
next: () => {
this.showRejectDialog = false;
this.snackBar.open('Share closure request rejected.', 'Close', { duration: 4000 });
if (this.embedded) {
this.actionCompleted.emit();
} else {
this.router.navigate(['/checker-inbox-and-tasks/share-closure-requests']);
}
},
error: (err) =>
this.snackBar.open(err?.error?.defaultUserMessage || 'Could not reject the request.', 'Close', {
duration: 6000
})
});
}
goBack(): void {
if (this.embedded) {
this.closeRequested.emit();
return;
}
this.router.navigate(this.isReview ? ['/checker-inbox-and-tasks/share-closure-requests'] : ['/clerk/dashboard']);
}
}
@@ -361,11 +361,14 @@ export class ShareWithdrawalRequestComponent implements OnInit {
if (!this.reviewRequest) return;
this.wdService.approve(this.reviewRequest.id).subscribe({
next: (res: any) => {
const message =
let message =
res?.settlementAmount != null
? `Share withdrawal approved. ₹${Number(res.settlementAmount).toLocaleString('en-IN', { minimumFractionDigits: 2 })} credited to the linked savings account.`
: (res?.settlementWarning ?? 'Share withdrawal approved and processed.');
this.snackBar.open(message, 'Close', { duration: 6000 });
if (res?.autoClosureRequestId) {
message += ' All shares now withdrawn — a Share Closure Request was auto-submitted for manager review.';
}
this.snackBar.open(message, 'Close', { duration: 8000 });
if (this.embedded) {
this.actionCompleted.emit();
} else {
@@ -0,0 +1,90 @@
<div class="fm-dialog">
<div class="fm-dialog__header" style="display: flex; align-items: center; gap: 8px;">
<mat-icon class="fm-dialog__icon">people</mat-icon>
<span style="font-weight: 500; font-size: 18px;">CHILDREN</span>
</div>
<mat-dialog-content>
<form [formGroup]="childrenForm">
<div formArrayName="children" style="margin-top: 12px; background: #fff; padding: 12px;">
@for (child of children.controls; track $index) {
<div [formGroupName]="$index"
style="position: relative; padding: 24px 16px 16px; margin-top: 16px; margin-bottom: 24px; border: 1px solid #e0e0e0; border-radius: 8px; background: #fff;">
<div class="fm-grid">
<mat-form-field appearance="outline">
<mat-label>Child Full Name*</mat-label>
<input matInput formControlName="fullName" required placeholder="Child Full Name*" />
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Gender*</mat-label>
<mat-select formControlName="genderId" required>
@for (g of genderIdOptions; track g.id) {
<mat-option [value]="g.id">{{ g.name }}</mat-option>
}
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline" (click)="childDobPicker.open()">
<mat-label>Date of Birth</mat-label>
<input matInput [max]="maxDate" [matDatepicker]="childDobPicker" formControlName="dateOfBirth" />
<mat-datepicker-toggle matSuffix [for]="childDobPicker"></mat-datepicker-toggle>
<mat-datepicker #childDobPicker></mat-datepicker>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Nationality</mat-label>
<mat-select formControlName="nationality">
<mat-option value="INDIAN">Indian</mat-option>
<mat-option value="NRI">NRI</mat-option>
<mat-option value="FOREIGN_NATIONAL">Foreign National</mat-option>
<mat-option value="OTHER">Other</mat-option>
</mat-select>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>Aadhaar Number (Optional)</mat-label>
<input
matInput
formControlName="aadhaarNumber"
maxlength="12"
placeholder="12-digit Aadhaar"
(keypress)="$event.charCode >= 48 && $event.charCode <= 57 ? true : $event.preventDefault()"
/>
</mat-form-field>
<mat-form-field appearance="outline">
<mat-label>PAN Number (Optional)</mat-label>
<input
matInput
formControlName="panNumber"
maxlength="10"
placeholder="ABCDE1234F"
style="text-transform: uppercase"
(input)="
$any(children.at($index)).get('panNumber')
?.setValue($any($event.target).value.toUpperCase(), { emitEvent: false })
"
/>
@if (
$any(children.at($index)).get('panNumber')?.hasError('pattern') && $any(children.at($index)).get('panNumber')?.touched
) {
<mat-error>Invalid PAN format</mat-error>
}
</mat-form-field>
</div>
</div>
@if ($index < children.controls.length - 1) { <div style="border-bottom: 1px dashed #ccc; margin-bottom: 16px;">
</div>
}
}
<div style="border-bottom: 1px dashed #ccc; margin-bottom: 16px;"></div>
<button mat-stroked-button type="button" color="primary" (click)="addChild()">
<mat-icon>add</mat-icon> Add Another Child
</button>
</div>
</form>
</mat-dialog-content>
<mat-dialog-actions align="end">
<button mat-stroked-button mat-dialog-close type="button">Cancel</button>
<button mat-flat-button color="primary" type="button" [disabled]="childrenForm.invalid" (click)="submit()">
Add Member
</button>
</mat-dialog-actions>
</div>
@@ -0,0 +1,98 @@
import { Component, Inject, OnInit } from '@angular/core';
import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
import { UntypedFormBuilder, UntypedFormGroup, UntypedFormArray, Validators } from '@angular/forms';
import { MatIcon } from '@angular/material/icon';
import { MatButtonModule } from '@angular/material/button';
import { MatInputModule } from '@angular/material/input';
import { MatSelectModule } from '@angular/material/select';
import { MatDatepickerModule } from '@angular/material/datepicker';
import { MatDialogModule } from '@angular/material/dialog';
import { MatTooltipModule } from '@angular/material/tooltip';
import { ReactiveFormsModule } from '@angular/forms';
import { CommonModule } from '@angular/common';
@Component({
selector: 'cbs-client-family-member-child-dialog',
templateUrl: './client-family-member-child-dialog.component.html',
styleUrls: ['../client-family-member-dialog/client-family-member-dialog.component.scss'],
standalone: true,
imports: [
CommonModule,
ReactiveFormsModule,
MatDialogModule,
MatIcon,
MatButtonModule,
MatInputModule,
MatSelectModule,
MatDatepickerModule,
MatTooltipModule
]
})
export class ClientFamilyMemberChildDialogComponent implements OnInit {
childrenForm: UntypedFormGroup;
genderIdOptions: any[];
maxDate: Date = new Date();
constructor(
public dialogRef: MatDialogRef<ClientFamilyMemberChildDialogComponent>,
@Inject(MAT_DIALOG_DATA) public data: any,
private formBuilder: UntypedFormBuilder
) {
this.genderIdOptions = data.genderIdOptions;
this.childrenForm = this.formBuilder.group({
children: this.formBuilder.array([])
});
}
ngOnInit() {
if (this.data.children && this.data.children.length > 0) {
this.data.children.forEach((child: any) => {
this.children.push(this.formBuilder.group({
id: [child.id],
fullName: [child.fullName, Validators.required],
genderId: [child.genderId, Validators.required],
dateOfBirth: [child.dateOfBirth ? new Date(child.dateOfBirth) : ''],
nationality: [child.nationality || 'INDIAN'],
aadhaarNumber: [child.aadhaarNumber || ''],
panNumber: [child.panNumber || '', Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)]
}));
});
} else {
this.addChild();
}
}
get children(): UntypedFormArray {
return this.childrenForm.get('children') as UntypedFormArray;
}
createChildFormGroup(): UntypedFormGroup {
return this.formBuilder.group({
id: [''],
fullName: ['', Validators.required],
genderId: ['', Validators.required],
dateOfBirth: [''],
nationality: ['INDIAN'],
aadhaarNumber: [''],
panNumber: ['', Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)]
});
}
addChild(): void {
this.children.push(this.createChildFormGroup());
}
removeChild(index: number): void {
this.children.removeAt(index);
}
submit(): void {
if (this.childrenForm.valid) {
this.dialogRef.close(this.children.value);
}
}
}
@@ -139,6 +139,21 @@
<span class="fm-readonly-value">{{ familyMemberForm.get('remarks')?.value }}</span>
</div>
}
@if (isSpouse && familyMemberForm.get('children')?.value?.length > 0) {
<div class="fm-readonly-remarks">
<span class="fm-readonly-label">Children</span>
<div class="fm-children-list">
@for (child of familyMemberForm.get('children')?.value; track $index) {
<div class="fm-child-item" style="font-size: 13px; color: #555; margin-top: 4px;">
<span>{{ child.fullName }}</span>
@if (child.dateOfBirth) {
<span> · DOB: {{ child.dateOfBirth | date: 'dd MMM yyyy' }}</span>
}
</div>
}
</div>
</div>
}
}
<!-- ═══ ADD / EDIT MODE ═══ -->
@@ -447,6 +462,19 @@
<mat-label>Remarks</mat-label>
<textarea matInput formControlName="remarks" rows="2"></textarea>
</mat-form-field>
<!-- Children Section -->
@if (isSpouse) {
<div class="fm-section-label" style="margin-top: 16px;">Children</div>
<div class="fm-checkbox-row" style="display: flex; align-items: center; justify-content: space-between;">
<mat-checkbox formControlName="hasChildren">Does this family member have a child/children?</mat-checkbox>
@if (familyMemberForm.get('hasChildren')?.value) {
<button mat-stroked-button type="button" color="primary" (click)="openChildrenDialog()" style="margin-left: 16px;">
<mat-icon>edit</mat-icon> Edit Children Details ({{ children.length }})
</button>
}
</div>
}
}
</form>
</mat-dialog-content>
@@ -17,7 +17,7 @@ import {
MatDialogClose,
MatDialogContent
} from '@angular/material/dialog';
import { UntypedFormGroup, UntypedFormBuilder, Validators } from '@angular/forms';
import { UntypedFormGroup, UntypedFormBuilder, UntypedFormArray, Validators } from '@angular/forms';
import { SettingsService } from 'app/settings/settings.service';
import { Dates } from 'app/core/utils/dates';
import { ClientsService } from 'app/clients/clients.service';
@@ -58,6 +58,8 @@ export class ClientFamilyMemberDialogComponent implements OnInit {
private dialog = inject(MatDialog);
maxDate = new Date();
hasChildrenChecked = false;
familyMemberForm: UntypedFormGroup;
/** Client search */
@@ -197,6 +199,23 @@ export class ClientFamilyMemberDialogComponent implements OnInit {
// Re-fetch linked client details (profile, signature, KYC status)
this.fetchLinkedClientData(m.linkedClientId.toString());
}
if (m.children && m.children.length > 0) {
this.hasChildrenChecked = true;
this.familyMemberForm.patchValue({ hasChildren: true });
m.children.forEach((child: any) => {
this.children.push(
this.formBuilder.group({
id: [child.id],
fullName: [child.fullName, Validators.required],
genderId: [child.genderId, Validators.required],
dateOfBirth: [child.dateOfBirth ? new Date(child.dateOfBirth) : ''],
nationality: [child.nationality || 'INDIAN'],
aadhaarNumber: [child.aadhaarNumber || ''],
panNumber: [child.panNumber || '', Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)]
})
);
});
}
if (this.isViewMode) {
this.familyMemberForm.disable();
}
@@ -225,8 +244,83 @@ export class ClientFamilyMemberDialogComponent implements OnInit {
isAlive: [true],
marriageDate: [''],
marriageAuthority: [''],
linkedClientId: ['']
linkedClientId: [''],
hasChildren: [false],
children: this.formBuilder.array([])
});
this.familyMemberForm.get('hasChildren')?.valueChanges.subscribe(value => {
if (value && !this.hasChildrenChecked) {
this.openChildrenDialog();
} else if (!value) {
this.hasChildrenChecked = false;
this.children.clear();
}
});
}
get children(): UntypedFormArray {
return this.familyMemberForm.get('children') as UntypedFormArray;
}
async openChildrenDialog() {
// dynamically import the dialog to avoid circular dependency issues if any
const { ClientFamilyMemberChildDialogComponent } = await import('../client-family-member-child-dialog/client-family-member-child-dialog.component');
const dialogRef = this.dialog.open(ClientFamilyMemberChildDialogComponent, {
data: {
children: this.children.value,
genderIdOptions: this.data.options.genderIdOptions
},
width: '500px'
});
dialogRef.afterClosed().subscribe((result: any[]) => {
if (result) {
this.children.clear();
result.forEach(child => {
this.children.push(this.formBuilder.group({
id: [child.id],
fullName: [child.fullName, Validators.required],
genderId: [child.genderId, Validators.required],
dateOfBirth: [child.dateOfBirth],
nationality: [child.nationality || 'INDIAN'],
aadhaarNumber: [child.aadhaarNumber || ''],
panNumber: [child.panNumber || '', Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)]
}));
});
this.hasChildrenChecked = true;
this.familyMemberForm.patchValue({ hasChildren: true }, { emitEvent: false });
} else {
if (this.children.length === 0) {
this.hasChildrenChecked = false;
this.familyMemberForm.patchValue({ hasChildren: false }, { emitEvent: false });
}
}
});
}
createChildFormGroup(): UntypedFormGroup {
return this.formBuilder.group({
id: [''],
fullName: ['', Validators.required],
genderId: ['', Validators.required],
dateOfBirth: [''],
nationality: ['INDIAN'],
aadhaarNumber: [''],
panNumber: ['', Validators.pattern(/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/)]
});
}
addChild(): void {
this.children.push(this.createChildFormGroup());
}
removeChild(index: number): void {
this.children.removeAt(index);
if (this.children.length === 0) {
this.familyMemberForm.patchValue({ hasChildren: false });
}
}
/** Handle marriage certificate file selection */
@@ -481,6 +575,25 @@ export class ClientFamilyMemberDialogComponent implements OnInit {
member._linkedClient = this.selectedClient;
}
// Format children dates
if (this.isSpouse && member.children && member.children.length > 0) {
member.children = member.children.map((child: any) => {
const c = { ...child };
if (c.dateOfBirth instanceof Date) {
c.dateOfBirth = this.dateUtils.formatDate(c.dateOfBirth, dateFormat);
} else if (!c.dateOfBirth) {
delete c.dateOfBirth;
}
if (c.panNumber) {
c.panNumber = c.panNumber.toUpperCase();
}
return c;
});
} else {
delete member.children;
}
delete member.hasChildren;
// Attach marriage certificate file if present
if (this.marriageCertFile) {
member._marriageCertFile = this.marriageCertFile;
@@ -960,6 +960,10 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
this.linkIncomeToTurnover();
}
/** Guards the Monthly/Annual and Income/Turnover auto-sync subscriptions below — set this to
* true while programmatically writing both fields of a pair to avoid a feedback loop. */
private suppressMonthlyAnnualLink = false;
/**
* Keeps a Monthly/Annual pair of amount fields in sync at a 12x ratio — typing into either
* one auto-fills the other. Uses { emitEvent: false } on the write side so the two
@@ -153,7 +153,8 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
kycDocumentName: 'KYC Document Type',
kycDocumentNumber: 'KYC Document Number',
amlCheckStatus: 'AML Check Status',
bannedEntityMatch: 'Banned Entity List Match'
bannedEntityMatch: 'Banned Entity List Match',
remarks: 'Reason for Re-edit'
};
/** Names every currently-invalid `kycForm` control (required-but-empty, or an entered value
@@ -432,8 +433,8 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
aadhaarNumber: [
'',
[
Validators.pattern(/^\d{12}$/),
Validators.maxLength(12)
Validators.pattern(/^(\d{12}|[X•*\s\d]{12,14})$/),
Validators.maxLength(14)
]
],
panAadhaarSeedingStatus: [''],
@@ -961,6 +962,12 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
isException: data.isException || false,
exceptionReason: data.exceptionReason ? data.exceptionReason.split(', ') : []
});
// Set remarks as required if KYC is verified
if (this.isKycVerified) {
this.kycForm.get('remarks')?.setValidators(Validators.required);
this.kycForm.get('remarks')?.updateValueAndValidity();
this.kycForm.get('remarks')?.markAsTouched(); // Force red underline so user knows it's blocking
}
this.persistedIsException = data.isException === true;
this.persistedExceptionReason = data.exceptionReason || null;
// Sync chip-picker selection with the prefilled document name
@@ -36,7 +36,34 @@
<strong>Status:</strong>
<span class="status-badge status-{{ dispatch.status | lowercase }}">{{ dispatch.status }}</span>
</p>
</div>
<!-- Action buttons: only shown for DISPATCHED / IN_TRANSIT, only for users with UPDATE_WELCOMEKIT permission -->
<ng-container *mifosxHasPermission="'UPDATE_WELCOMEKIT'">
<div
*ngIf="canUpdateStatus(dispatch.status)"
style="margin-top: 12px; display: flex; gap: 8px; flex-wrap: wrap;"
>
<button
mat-stroked-button
color="primary"
type="button"
[disabled]="isLoading"
(click)="updateStatus(dispatch, 'DELIVERED')"
>
✅ Mark as Delivered
</button>
<button
mat-stroked-button
color="warn"
type="button"
[disabled]="isLoading"
(click)="updateStatus(dispatch, 'RETURNED')"
>
↩ Mark as Returned
</button>
</div>
</ng-container>
</div><!-- end dispatch-tracking-panel -->
<hr *ngIf="activeDispatches.length > 0 && welcomeKitsData?.canDispatchNew" />
@@ -165,6 +165,30 @@ export class WelcomeKitDialogComponent implements OnInit {
});
}
canUpdateStatus(status: string): boolean {
return status === 'DISPATCHED' || status === 'IN_TRANSIT';
}
updateStatus(dispatch: any, newStatus: string) {
const label = newStatus === 'DELIVERED' ? 'Delivered' : 'Returned';
const confirmed = confirm(`Are you sure you want to mark this as ${label}? This action cannot be undone from the UI.`);
if (!confirmed) {
return;
}
this.isLoading = true;
this.clientsService.updateWelcomeKitStatus(dispatch.id, newStatus).subscribe({
next: () => {
this.snackBar.open(`Welcome Kit marked as ${label} successfully`, 'Close', { duration: 3000 });
this.fetchData();
},
error: () => {
this.isLoading = false;
this.snackBar.open(`Failed to mark Welcome Kit as ${label}`, 'Close', { duration: 3000 });
}
});
}
getDisplayAddress(dispatch: any): string {
const address = dispatch.deliveryAddress || '';
const name = this.welcomeKitsData?.clientName || '';
+2
View File
@@ -62,6 +62,7 @@ import { ClientFamilyMembersStepComponent } from './client-stepper/client-family
import { ClientPreviewStepComponent } from './client-stepper/client-preview-step/client-preview-step.component';
import { ClientAddressStepComponent } from './client-stepper/client-address-step/client-address-step.component';
import { ClientFamilyMemberDialogComponent } from './client-stepper/client-family-members-step/client-family-member-dialog/client-family-member-dialog.component';
import { ClientFamilyMemberChildDialogComponent } from './client-stepper/client-family-members-step/client-family-member-child-dialog/client-family-member-child-dialog.component';
import { CaptureImageDialogComponent } from './clients-view/custom-dialogs/capture-image-dialog/capture-image-dialog.component';
import { AddClientCollateralComponent } from './clients-view/client-actions/add-client-collateral/add-client-collateral.component';
import { ClientDatatableStepComponent } from './client-stepper/client-datatable-step/client-datatable-step.component';
@@ -127,6 +128,7 @@ import { Form60TabComponent } from './clients-view/form60-tab/form60-tab.compone
ClientPreviewStepComponent,
ClientAddressStepComponent,
ClientFamilyMemberDialogComponent,
ClientFamilyMemberChildDialogComponent,
CaptureImageDialogComponent,
AddClientCollateralComponent,
ClientDatatableStepComponent,
+18
View File
@@ -123,6 +123,20 @@ export class ClientsService {
return this.http.post(`/clients/${clientId}/edit/reject`, { rejectReason: rejectReason || '' });
}
/** Fetches the exact email content (subject, body, sentAt, openedAt) for a given pending edit.
* Only populated after the Checker has approved and the send succeeded. */
getClientEditEmailPreview(clientId: string | number, pendingEditId: string | number) {
return this.http.get<{
emailSubject: string | null;
emailBody: string | null;
emailSent: boolean;
emailSentAt: string | null;
emailOpenedAt: string | null;
emailFrom: string | null;
emailTo: string | null;
}>(`/clients/${clientId}/edit/${pendingEditId}/email-preview`);
}
getClientDataAndTemplate(clientId: string) {
const httpParams = new HttpParams().set('template', 'true').set('staffInSelectedOfficeOnly', 'true');
return this.http.get(`/clients/${clientId}`, { params: httpParams });
@@ -959,6 +973,10 @@ export class ClientsService {
return this.http.post(`/clients/${clientId}/welcomekit`, data);
}
updateWelcomeKitStatus(welcomeKitId: number, status: string): Observable<any> {
return this.http.put(`/welcomekit/${welcomeKitId}`, { status });
}
getKycExceptions(resolved = false): Observable<any[]> {
return this.http.get<any[]>(`/kyc/exceptions?resolved=${resolved}`);
}
@@ -84,14 +84,46 @@
<mat-icon>phone_iphone</mat-icon>
<span>Mobile Number</span>
</div>
<div class="contact-verify-panel__exception-row" style="margin-bottom: 12px;">
<mat-checkbox
[checked]="oldMobileNotAccessible"
(change)="onOldMobileNotAccessibleToggle($event.checked)"
color="primary"
>
Old mobile number not accessible (lost / deactivated SIM)
</mat-checkbox>
</div>
<div class="contact-verify-panel__grid">
<mifosx-client-contact-otp-block
[clientId]="clientId"
channel="MOBILE"
[destination]="contactChanges.oldMobile"
label="Old Mobile Number"
(stateChange)="onOldMobileOtpState($event)"
></mifosx-client-contact-otp-block>
@if (!oldMobileNotAccessible) {
<mifosx-client-contact-otp-block
[clientId]="clientId"
channel="MOBILE"
[destination]="contactChanges.oldMobile"
label="Old Mobile Number"
(stateChange)="onOldMobileOtpState($event)"
></mifosx-client-contact-otp-block>
} @else {
<div class="fir-upload-box" style="padding: 12px; border: 1px dashed #cbd5e1; border-radius: 8px; background: #f8fafc;">
<div style="font-weight: 500; font-size: 13px; margin-bottom: 6px; color: #475569;">
Upload Police Complaint / FIR Copy for Lost Mobile
</div>
<div style="display: flex; align-items: center; gap: 12px;">
<input type="file" (change)="onFirFileSelected($event)" accept=".pdf,.jpg,.jpeg,.png" #firFileInput hidden />
<button mat-stroked-button type="button" (click)="firFileInput.click()" [disabled]="uploadingFir">
<mat-icon>upload_file</mat-icon>
{{ firFileName ? firFileName : 'Select FIR Document' }}
</button>
@if (uploadingFir) {
<mat-progress-spinner mode="indeterminate" diameter="20"></mat-progress-spinner>
}
@if (firDocumentId && !uploadingFir) {
<span style="color: #16a34a; font-size: 12px; font-weight: 500; display: flex; align-items: center; gap: 4px;">
<mat-icon style="font-size: 16px; width: 16px; height: 16px;">check_circle</mat-icon> FIR Uploaded Successfully
</span>
}
</div>
</div>
}
<mifosx-client-contact-otp-block
[clientId]="clientId"
channel="MOBILE"
@@ -33,6 +33,7 @@ import { ContactOtpBlockComponent, ContactOtpState } from './contact-otp-block/c
import { MatTabsModule } from '@angular/material/tabs';
import { MatIconModule } from '@angular/material/icon';
import { MatCheckboxModule } from '@angular/material/checkbox';
import { MatDivider } from '@angular/material/divider';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
import { MatProgressSpinner } from '@angular/material/progress-spinner';
@@ -51,6 +52,7 @@ import { ORIGINAL_VALUES_PAYLOAD_KEY, buildOriginalValuesSnapshot } from '../sha
...STANDALONE_SHARED_IMPORTS,
MatTabsModule,
MatIconModule,
MatCheckboxModule,
MatDivider,
FaIconComponent,
MatProgressSpinner,
@@ -108,6 +110,13 @@ export class EditClientComponent {
newMobileOtpId: number | null = null;
oldMobileVerified = false;
newMobileVerified = false;
// FIR exception flow properties for inaccessible old mobile number
oldMobileNotAccessible = false;
firFileName = '';
firDocumentId: number | null = null;
uploadingFir = false;
oldEmailOtpId: number | null = null;
newEmailOtpId: number | null = null;
oldEmailVerified = false;
@@ -215,11 +224,16 @@ export class EditClientComponent {
return this.detectSensitiveFieldChanges(this.clientDataAndTemplate);
}
/** Whether every OTP block required by the fields that actually changed has been verified. */
/** Whether every OTP block required by the fields that actually changed has been verified (or FIR uploaded for lost mobile). */
get contactVerificationComplete(): boolean {
const changes = this.contactChanges;
if (changes.mobileChanged && !(this.oldMobileVerified && this.newMobileVerified)) {
return false;
if (changes.mobileChanged) {
const isOldSatisfied = this.oldMobileNotAccessible
? (this.firDocumentId != null)
: (this.oldMobileVerified);
if (!isOldSatisfied || !this.newMobileVerified) {
return false;
}
}
if (changes.emailChanged && !(this.oldEmailVerified && this.newEmailVerified)) {
return false;
@@ -227,6 +241,41 @@ export class EditClientComponent {
return true;
}
onOldMobileNotAccessibleToggle(checked?: boolean): void {
if (checked !== undefined) {
this.oldMobileNotAccessible = checked;
}
if (this.oldMobileNotAccessible) {
this.oldMobileOtpId = null;
this.oldMobileVerified = false;
}
}
onFirFileSelected(event: any): void {
const file: File = event.target?.files?.[0];
if (!file) return;
this.firFileName = file.name;
this.uploadingFir = true;
const formData = new FormData();
formData.append('file', file);
formData.append('name', 'FIR - Lost Mobile Number');
formData.append('description', 'FIR police complaint copy for lost mobile number verification exception');
this.clientsService.uploadClientDocument(this.clientId, formData).subscribe({
next: (res: any) => {
this.uploadingFir = false;
this.firDocumentId = res?.resourceId || res?.id || null;
this.snackBar.open('FIR document uploaded successfully', 'Close', { duration: 3000 });
},
error: () => {
this.uploadingFir = false;
this.firDocumentId = null;
this.snackBar.open('Failed to upload FIR document', 'Close', { duration: 4000 });
}
});
}
onOldMobileOtpState(state: ContactOtpState): void {
this.oldMobileOtpId = state.otpId;
this.oldMobileVerified = state.verified;
@@ -254,6 +303,10 @@ export class EditClientComponent {
this.newMobileOtpId = null;
this.oldMobileVerified = false;
this.newMobileVerified = false;
this.oldMobileNotAccessible = false;
this.firFileName = '';
this.firDocumentId = null;
this.uploadingFir = false;
this.oldEmailOtpId = null;
this.newEmailOtpId = null;
this.oldEmailVerified = false;
@@ -439,7 +492,11 @@ export class EditClientComponent {
// email's when BOTH changed in the same save. See the class-level JSDoc above the OTP
// state fields for the full naming rationale.
if (changedFields.mobileChanged) {
clientData.mobileOldOtpId = this.oldMobileOtpId;
if (this.oldMobileNotAccessible && this.firDocumentId) {
(clientData as any).oldMobileVerificationExceptionDocumentId = this.firDocumentId;
} else {
clientData.mobileOldOtpId = this.oldMobileOtpId;
}
clientData.mobileNewOtpId = this.newMobileOtpId;
}
if (changedFields.emailChanged) {
@@ -630,25 +687,34 @@ export class EditClientComponent {
private detectSensitiveFieldChanges(originalData: any) {
const form = this.clientGeneralForm;
// Trimmed so browser autofill adding invisible leading/trailing whitespace never reads as
// a "change" — the masked preview shown in the Verify Contact Change panel only reveals the
// first couple of characters, so a whitespace-only difference is otherwise invisible to the
// user and just looks like the panel appeared for no reason. These trimmed-but-original-case
// values are what get returned/sent as the actual OTP destination and saved value — only the
// *comparison* (below) is further case-normalized for email, so we never silently rewrite the
// customer's email casing into the saved record or the OTP destination.
const newMobile = (form?.get('mobileNo')?.value || '').trim();
const newEmail = (form?.get('emailAddress')?.value || '').trim();
const newDobRaw = form?.get('dateOfBirth')?.value;
// Local calendar date, NOT `.toISOString()` — that converts to UTC first, which silently
// shifts the date by a day in any positive-UTC-offset timezone (e.g. India, UTC+5:30:
// midnight local on the 15th becomes 18:30 UTC on the 14th). That made this comparison
// report a DOB "change" — falsely triggering the Re-KYC dialog — even when the user never
// touched the date field, purely because the Date object round-tripped through the picker.
if (!form || !originalData) {
return {
nameChanged: false,
mobileChanged: false,
emailChanged: false,
dobChanged: false,
oldName: '',
newName: '',
oldMobile: '',
newMobile: '',
oldEmail: '',
newEmail: '',
oldDob: '',
newDob: ''
};
}
const mobileControl = form.get('mobileNo');
const emailControl = form.get('emailAddress');
// Trimmed so browser autofill adding invisible leading/trailing whitespace never reads as a change
const newMobile = (mobileControl?.value || '').toString().trim();
const newEmail = (emailControl?.value || '').toString().trim();
const newDobRaw = form.get('dateOfBirth')?.value;
const newDob = newDobRaw instanceof Date ? this.toLocalDateString(newDobRaw) : newDobRaw || '';
const oldMobile = (originalData.mobileNo || '').trim();
const oldEmail = (originalData.emailAddress || '').trim();
const oldMobile = (originalData.mobileNo || '').toString().trim();
const oldEmail = (originalData.emailAddress || '').toString().trim();
const oldDobRaw = originalData.dateOfBirth;
const oldDob = Array.isArray(oldDobRaw)
? `${oldDobRaw[0]}-${String(oldDobRaw[1]).padStart(2, '0')}-${String(oldDobRaw[2]).padStart(2, '0')}`
@@ -669,10 +735,10 @@ export class EditClientComponent {
).trim();
const newName = buildName({
firstname: form?.get('firstname')?.value || '',
middlename: form?.get('middlename')?.value || '',
lastname: form?.get('lastname')?.value || '',
fullname: form?.get('fullname')?.value || ''
firstname: form.get('firstname')?.value || '',
middlename: form.get('middlename')?.value || '',
lastname: form.get('lastname')?.value || '',
fullname: form.get('fullname')?.value || ''
});
const oldName = buildName({
firstname: originalData.firstname || '',
@@ -681,12 +747,19 @@ export class EditClientComponent {
fullname: originalData.fullname || ''
});
// Normalize phone numbers by stripping non-digit characters (+91 9009009009 -> 9009009009)
const normPhone = (val: string) => val.replace(/\D/g, '');
const newMobileNorm = normPhone(newMobile);
const oldMobileNorm = normPhone(oldMobile);
// Mobile/Email are considered changed ONLY when the control has been edited (dirty) AND normalized values differ
const mobileChanged = !!oldMobileNorm && !!newMobileNorm && !!mobileControl?.dirty && (newMobileNorm !== oldMobileNorm);
const emailChanged = !!oldEmail && !!newEmail && !!emailControl?.dirty && (newEmail.toLowerCase() !== oldEmail.toLowerCase());
return {
nameChanged: newName !== oldName,
mobileChanged: newMobile !== oldMobile,
// Case-insensitive: emails are not case-sensitive in practice, and comparing raw case
// would flag a change (surfacing the dual-OTP panel) even when nothing meaningful changed.
emailChanged: newEmail.toLowerCase() !== oldEmail.toLowerCase(),
mobileChanged,
emailChanged,
dobChanged: newDob !== oldDob,
oldName,
newName,
@@ -384,6 +384,14 @@ export class AuthenticationService {
return JSON.parse(this.storage.getItem(this.credentialsStorageKey));
}
/** Returns true when the logged-in user is at Head Office rather than a branch login. */
isHeadOfficeUser(): boolean {
const creds = this.getCredentials();
if (!creds) return false;
if (creds.officeId === 1) return true;
return (creds.officeName || '').toLowerCase().includes('head office');
}
/** Returns true when the logged-in user has the "Clerk" role. */
isClerkUser(): boolean {
const creds = this.getCredentials();
+98
View File
@@ -0,0 +1,98 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Injectable, inject } from '@angular/core';
import { AuthenticationService } from './authentication/authentication.service';
import { GL_BRANCHES, GlBranch } from 'app/gl-reports/gl-reports-data';
/**
* Resolves what branch data the logged-in user is allowed to see.
*
* Head Office sees every branch and can drill into any one of them; a branch login is
* locked to its own book. Previously this logic was copy-pasted into the Cash/Clearing
* Summary and the NPA report with slightly different branch code lists; this service is
* the single place it lives so new reports cannot drift.
*
* The logged-in office is matched to a branch by name, since session credentials carry
* only officeId and officeName. Office names are seeded to match the GL branch names
* exactly (see Liquibase 0442).
*/
@Injectable({ providedIn: 'root' })
export class BranchScopeService {
private auth = inject(AuthenticationService);
/** Sentinel used when a branch login cannot be matched to a known branch. */
static readonly UNRESOLVED = '__unresolved__';
get isHeadOffice(): boolean {
return this.auth.isHeadOfficeUser();
}
/** The office name on the session, for labelling the scope in report headers. */
get officeName(): string {
return this.auth.getCredentials()?.officeName || 'Branch Office';
}
/**
* Branch code the user is confined to, or null for Head Office.
*
* Deliberately returns the UNRESOLVED sentinel rather than falling back to the first
* branch when the office cannot be matched: showing an unrecognised branch someone
* else's figures would be worse than showing them nothing.
*/
get ownBranchCode(): string | null {
if (this.isHeadOffice) {
return null;
}
const name = this.officeName.toLowerCase().trim();
const match = GL_BRANCHES.find((b) => b.code !== 'HO' && name === b.name.toLowerCase());
// Fall back to a substring match for offices named e.g. "Andheri (E) Branch".
const loose = match ?? GL_BRANCHES.find((b) => b.code !== 'HO' && name.includes(b.name.toLowerCase()));
return loose?.code ?? BranchScopeService.UNRESOLVED;
}
/** True when the user may choose which branch to view. */
get canSelectBranch(): boolean {
return this.isHeadOffice;
}
/** Branches offered in a selector — everything for Head Office, nothing for a branch login. */
get selectableBranches(): GlBranch[] {
return this.isHeadOffice ? GL_BRANCHES : [];
}
/** Branch code a report should start on. '' means all branches consolidated. */
get defaultBranchCode(): string {
return this.isHeadOffice ? '' : (this.ownBranchCode ?? '');
}
/**
* Forces a requested branch code into what the user is actually allowed to see.
* Call this wherever a branch code reaches a data query, so a stale or hand-edited
* selection cannot widen the user's scope.
*/
enforce(requested: string): string {
return this.isHeadOffice ? requested : (this.ownBranchCode ?? BranchScopeService.UNRESOLVED);
}
/** True when a branch login's office matched no known branch, so it sees no data. */
get isUnresolved(): boolean {
return this.ownBranchCode === BranchScopeService.UNRESOLVED;
}
/** Human label for the current scope, for report headers. */
scopeLabel(selectedCode: string): string {
if (!this.isHeadOffice) {
return this.officeName;
}
if (!selectedCode) {
return 'All Branches (Consolidated)';
}
return GL_BRANCHES.find((b) => b.code === selectedCode)?.name ?? selectedCode;
}
}
+11
View File
@@ -112,6 +112,17 @@
</svg>
My Share Requests
</a>
<a
class="cashier-nav__item cashier-nav__item--sec"
[class.cashier-nav__item--active]="currentUrl.includes('/clerk/share-closure-request')"
[routerLink]="['/clerk/share-closure-requests']"
>
<svg width="12" height="12" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
<rect x="4" y="11" width="16" height="9" rx="2" />
<path d="M8 11V7a4 4 0 0 1 8 0v4" />
</svg>
My Share Closures
</a>
@if (clerkAccountLoaded) {
<div class="cashier-nav__item-wrap">
<a
+723
View File
@@ -0,0 +1,723 @@
/**
* 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/.
*/
/**
* Data layer for the General Ledger report suite.
*
* Rather than hard-coding seven finished reports, this file holds a chart of
* accounts plus a generated ledger of double-entry postings. Every report is
* then computed from those postings, which is what makes the day / month /
* branch filters genuinely recompute instead of just re-labelling a static table.
*
* The generator is deterministic — a fixed-seed LCG, never Math.random — so the
* figures are identical on every reload and across users. Amounts are in rupees.
*/
export type GlAccountType = 'ASSET' | 'LIABILITY' | 'INCOME' | 'EXPENSE' | 'CONTINGENT';
export interface GlAccount {
code: string;
name: string;
type: GlAccountType;
/** Balance-sheet / P&L grouping used as a sub-heading in the reports. */
group: string;
/** Included in the Misc Expense Ledger report. */
miscExpense?: boolean;
}
export interface GlBranch {
code: string;
name: string;
}
/** One side of a double-entry voucher. */
export interface GlPosting {
/** ISO yyyy-MM-dd — the posting (value) date. */
date: string;
branchCode: string;
accountCode: string;
debit: number;
credit: number;
voucherNo: string;
narration: string;
}
export const GL_BRANCHES: GlBranch[] = [
{ code: 'HO', name: 'Head Office' },
{ code: '0002', name: 'Andheri (E)' },
{ code: '0003', name: 'Bandra (W)' },
{ code: '0004', name: 'Borivali' },
{ code: '0005', name: 'Dadar' },
{ code: '0006', name: 'Thane' }
];
export const GL_ACCOUNTS: GlAccount[] = [
// ── Assets ────────────────────────────────────────────────────────────────
{ code: '110101', name: 'Cash in Hand', type: 'ASSET', group: 'Cash & Bank Balances' },
{ code: '110102', name: 'Balance with RBI', type: 'ASSET', group: 'Cash & Bank Balances' },
{ code: '110103', name: 'Balance with Other Banks — Current', type: 'ASSET', group: 'Cash & Bank Balances' },
{ code: '110104', name: 'Balance with Other Banks — Fixed', type: 'ASSET', group: 'Cash & Bank Balances' },
{ code: '120101', name: 'SLR Investments — Govt Securities', type: 'ASSET', group: 'Investments' },
{ code: '120102', name: 'SLR Investments — State Govt Securities', type: 'ASSET', group: 'Investments' },
{ code: '120201', name: 'Non-SLR Investments — Bonds', type: 'ASSET', group: 'Investments' },
{ code: '120202', name: 'Non-SLR Investments — Mutual Funds', type: 'ASSET', group: 'Investments' },
{ code: '130101', name: 'Cash Credit & Overdrafts', type: 'ASSET', group: 'Loans & Advances' },
{ code: '130102', name: 'Term Loans — Short Term', type: 'ASSET', group: 'Loans & Advances' },
{ code: '130103', name: 'Term Loans — Medium Term', type: 'ASSET', group: 'Loans & Advances' },
{ code: '130104', name: 'Term Loans — Long Term', type: 'ASSET', group: 'Loans & Advances' },
{ code: '130105', name: 'Housing Loans', type: 'ASSET', group: 'Loans & Advances' },
{ code: '130106', name: 'Gold Loans', type: 'ASSET', group: 'Loans & Advances' },
{ code: '140101', name: 'Interest Receivable', type: 'ASSET', group: 'Other Assets' },
{ code: '140102', name: 'Premises (net of depreciation)', type: 'ASSET', group: 'Fixed Assets' },
{ code: '140103', name: 'Furniture & Fixtures (net)', type: 'ASSET', group: 'Fixed Assets' },
{ code: '140104', name: 'Sundry Debtors', type: 'ASSET', group: 'Other Assets' },
{ code: '140105', name: 'Advance Tax & TDS', type: 'ASSET', group: 'Other Assets' },
{ code: '140199', name: 'Opening Balance Suspense (unreconciled)', type: 'ASSET', group: 'Other Assets' },
// ── Liabilities & Capital ─────────────────────────────────────────────────
{ code: '210101', name: 'Share Capital — Individuals', type: 'LIABILITY', group: 'Capital & Reserves' },
{ code: '210201', name: 'Statutory Reserve Fund', type: 'LIABILITY', group: 'Capital & Reserves' },
{ code: '210202', name: 'Building Fund', type: 'LIABILITY', group: 'Capital & Reserves' },
{ code: '210203', name: 'Investment Depreciation Reserve', type: 'LIABILITY', group: 'Capital & Reserves' },
{ code: '210204', name: 'BDDR / Special BDDR', type: 'LIABILITY', group: 'Capital & Reserves' },
{ code: '220101', name: 'Savings Bank Deposits', type: 'LIABILITY', group: 'Deposits' },
{ code: '220102', name: 'Current Deposits', type: 'LIABILITY', group: 'Deposits' },
{ code: '220103', name: 'Term Deposits', type: 'LIABILITY', group: 'Deposits' },
{ code: '220104', name: 'Recurring Deposits', type: 'LIABILITY', group: 'Deposits' },
{ code: '230101', name: 'Interest Payable on Deposits', type: 'LIABILITY', group: 'Other Liabilities' },
{ code: '230102', name: 'Bills Payable', type: 'LIABILITY', group: 'Other Liabilities' },
{ code: '230103', name: 'Sundry Creditors', type: 'LIABILITY', group: 'Other Liabilities' },
{ code: '230104', name: 'TDS / GST Payable', type: 'LIABILITY', group: 'Other Liabilities' },
{ code: '230105', name: 'Overdue Interest Reserve', type: 'LIABILITY', group: 'Other Liabilities' },
// ── Income ────────────────────────────────────────────────────────────────
{ code: '310101', name: 'Interest on Loans & Advances', type: 'INCOME', group: 'Interest Income' },
{ code: '310102', name: 'Interest on Investments', type: 'INCOME', group: 'Interest Income' },
{ code: '310103', name: 'Interest on Inter-bank Deposits', type: 'INCOME', group: 'Interest Income' },
{ code: '320101', name: 'Commission & Exchange', type: 'INCOME', group: 'Other Income' },
{ code: '320102', name: 'Locker Rent', type: 'INCOME', group: 'Other Income' },
{ code: '320103', name: 'Processing Fees', type: 'INCOME', group: 'Other Income' },
{ code: '320104', name: 'Profit on Sale of Securities', type: 'INCOME', group: 'Other Income' },
{ code: '320105', name: 'Miscellaneous Income', type: 'INCOME', group: 'Other Income' },
// ── Expenditure ───────────────────────────────────────────────────────────
{ code: '410101', name: 'Interest on Savings Deposits', type: 'EXPENSE', group: 'Interest Expended' },
{ code: '410102', name: 'Interest on Term Deposits', type: 'EXPENSE', group: 'Interest Expended' },
{ code: '410103', name: 'Interest on Borrowings', type: 'EXPENSE', group: 'Interest Expended' },
{ code: '420101', name: 'Salaries & Allowances', type: 'EXPENSE', group: 'Operating Expenses' },
{ code: '420102', name: "Directors' Fees", type: 'EXPENSE', group: 'Operating Expenses' },
{ code: '420103', name: "Auditors' Fees", type: 'EXPENSE', group: 'Operating Expenses' },
{ code: '420104', name: 'Rent, Taxes & Lighting', type: 'EXPENSE', group: 'Operating Expenses' },
{ code: '420105', name: 'Depreciation on Bank Property', type: 'EXPENSE', group: 'Operating Expenses' },
{
code: '430101',
name: 'Printing & Stationery',
type: 'EXPENSE',
group: 'Miscellaneous Expenses',
miscExpense: true
},
{
code: '430102',
name: 'Postage, Telegram & Telephone',
type: 'EXPENSE',
group: 'Miscellaneous Expenses',
miscExpense: true
},
{
code: '430103',
name: 'Advertisement & Publicity',
type: 'EXPENSE',
group: 'Miscellaneous Expenses',
miscExpense: true
},
{
code: '430104',
name: 'Repairs & Maintenance',
type: 'EXPENSE',
group: 'Miscellaneous Expenses',
miscExpense: true
},
{
code: '430105',
name: 'Travelling & Conveyance',
type: 'EXPENSE',
group: 'Miscellaneous Expenses',
miscExpense: true
},
{
code: '430106',
name: 'Computer & Software Expenses',
type: 'EXPENSE',
group: 'Miscellaneous Expenses',
miscExpense: true
},
{
code: '430107',
name: 'Legal & Professional Charges',
type: 'EXPENSE',
group: 'Miscellaneous Expenses',
miscExpense: true
},
{
code: '430108',
name: 'Insurance (DICGC & Other)',
type: 'EXPENSE',
group: 'Miscellaneous Expenses',
miscExpense: true
},
{
code: '430109',
name: 'Bank Charges & Commission Paid',
type: 'EXPENSE',
group: 'Miscellaneous Expenses',
miscExpense: true
},
{
code: '430110',
name: 'AGM & Meeting Expenses',
type: 'EXPENSE',
group: 'Miscellaneous Expenses',
miscExpense: true
},
{ code: '430111', name: 'Electricity Charges', type: 'EXPENSE', group: 'Miscellaneous Expenses', miscExpense: true },
{
code: '430112',
name: 'Other Miscellaneous Expenses',
type: 'EXPENSE',
group: 'Miscellaneous Expenses',
miscExpense: true
},
// ── Contingent (memoranda, not part of the balance sheet totals) ──────────
{ code: '910101', name: 'Guarantees Issued — Financial', type: 'CONTINGENT', group: 'Guarantees' },
{ code: '910102', name: 'Guarantees Issued — Performance', type: 'CONTINGENT', group: 'Guarantees' },
{ code: '910103', name: 'Letters of Credit Outstanding', type: 'CONTINGENT', group: 'Letters of Credit' },
{ code: '910104', name: 'Bills for Collection', type: 'CONTINGENT', group: 'Bills & Claims' },
{ code: '910105', name: 'Claims Against Bank Not Acknowledged as Debt', type: 'CONTINGENT', group: 'Bills & Claims' },
{ code: '910106', name: 'Forward Exchange Contracts', type: 'CONTINGENT', group: 'Other Commitments' },
{ code: '910107', name: 'Capital Commitments Not Provided For', type: 'CONTINGENT', group: 'Other Commitments' }
];
/** Financial year covered by the generated ledger. */
export const GL_PERIOD = {
/** FY 2026-27 opens here. */
fyStart: '2026-04-01',
/** Postings run to the day before the app's "today" (01 Aug 2026). */
fyEnd: '2026-07-31',
label: 'FY 2026-27'
};
/**
* Opening balances as at 01-Apr-2026, keyed by account code. Positive means the
* account opens on its natural side (debit for assets/expenses, credit for the
* rest). Head Office carries the investments and reserves; branches carry the
* customer-facing book.
*/
const OPENING_BALANCES: Record<string, number> = {
'110101': 9_996_000,
'110102': 12_400_000,
'110103': 13_667_000,
// Surplus deposits parked with correspondent banks. Sized so the opening
// balance sheet tallies exactly — see the assertion in glPostings().
'110104': 54_206_000,
'120101': 63_839_000,
'120102': 147_895_000,
'120201': 22_500_000,
'120202': 24_234_000,
'130101': 166_614_000,
'130102': 125_082_000,
'130103': 70_236_000,
'130104': 29_356_000,
'130105': 10_241_000,
'130106': 8_450_000,
'140101': 33_541_000,
'140102': 3_185_000,
'140103': 1_763_000,
'140104': 1_240_000,
'140105': 657_000,
'210101': 27_278_000,
'210201': 31_149_000,
'210202': 13_642_000,
'210203': 3_750_000,
'210204': 24_341_000,
'220101': 208_116_000,
'220102': 19_592_000,
'220103': 406_601_000,
'220104': 24_880_000,
'230101': 731_000,
'230102': 291_000,
'230103': 5_515_000,
'230104': 1_120_000,
'230105': 32_096_000,
'910101': 1_450_000,
'910102': 980_000,
'910103': 620_000,
'910104': 1_180_000,
'910105': 2_638_000,
'910106': 0,
'910107': 340_000
};
/** Deterministic linear congruential generator — same figures on every load. */
function lcg(seed: number): () => number {
let s = seed >>> 0;
return () => {
s = (Math.imul(s, 1664525) + 1013904223) >>> 0;
return s / 4294967296;
};
}
function isoDate(d: Date): string {
const y = d.getUTCFullYear();
const m = `${d.getUTCMonth() + 1}`.padStart(2, '0');
const day = `${d.getUTCDate()}`.padStart(2, '0');
return `${y}-${m}-${day}`;
}
/** Every posting date in the ledger period, Sundays excluded (bank holiday). */
export function ledgerDates(): string[] {
const out: string[] = [];
const cur = new Date(`${GL_PERIOD.fyStart}T00:00:00Z`);
const end = new Date(`${GL_PERIOD.fyEnd}T00:00:00Z`);
while (cur <= end) {
if (cur.getUTCDay() !== 0) {
out.push(isoDate(cur));
}
cur.setUTCDate(cur.getUTCDate() + 1);
}
return out;
}
/** Templates for the vouchers the generator posts each day. */
const VOUCHER_TEMPLATES: {
debit: string;
credit: string;
narration: string;
/** Rough rupee scale of the voucher. */
scale: number;
/** Chance the voucher is raised on any given branch-day. */
frequency: number;
}[] = [
{ debit: '110101', credit: '220101', narration: 'Cash deposit — savings accounts', scale: 900_000, frequency: 1 },
{ debit: '220101', credit: '110101', narration: 'Cash withdrawal — savings accounts', scale: 780_000, frequency: 1 },
{ debit: '110101', credit: '220103', narration: 'Term deposit received', scale: 1_400_000, frequency: 0.75 },
{ debit: '220103', credit: '110101', narration: 'Term deposit matured and paid', scale: 1_150_000, frequency: 0.6 },
{ debit: '110101', credit: '220102', narration: 'Current account deposit', scale: 620_000, frequency: 0.8 },
{ debit: '220102', credit: '110101', narration: 'Current account withdrawal', scale: 560_000, frequency: 0.8 },
{ debit: '110101', credit: '220104', narration: 'Recurring deposit instalment', scale: 180_000, frequency: 0.7 },
{ debit: '130101', credit: '110101', narration: 'Cash credit disbursed', scale: 1_250_000, frequency: 0.55 },
{ debit: '110101', credit: '130101', narration: 'Cash credit repayment', scale: 1_100_000, frequency: 0.6 },
{ debit: '130102', credit: '110101', narration: 'Short term loan disbursed', scale: 850_000, frequency: 0.4 },
{ debit: '110101', credit: '130102', narration: 'Short term loan repayment', scale: 760_000, frequency: 0.5 },
{ debit: '130103', credit: '110101', narration: 'Medium term loan disbursed', scale: 640_000, frequency: 0.3 },
{ debit: '110101', credit: '130104', narration: 'Long term loan repayment', scale: 410_000, frequency: 0.35 },
{ debit: '130105', credit: '110101', narration: 'Housing loan disbursed', scale: 520_000, frequency: 0.2 },
{ debit: '130106', credit: '110101', narration: 'Gold loan disbursed', scale: 260_000, frequency: 0.4 },
// Interest on advances is the dominant earning line — sized so the bank runs a
// ~13% net margin rather than the loss the first-cut figures produced.
{ debit: '110101', credit: '310101', narration: 'Interest recovered on advances', scale: 430_000, frequency: 1 },
{ debit: '140101', credit: '310102', narration: 'Interest accrued on investments', scale: 148_000, frequency: 0.5 },
{ debit: '110103', credit: '310103', narration: 'Interest on inter-bank deposits', scale: 42_000, frequency: 0.25 },
{ debit: '110101', credit: '320101', narration: 'Commission and exchange collected', scale: 26_000, frequency: 0.9 },
{ debit: '110101', credit: '320102', narration: 'Locker rent collected', scale: 9_000, frequency: 0.3 },
{ debit: '110101', credit: '320103', narration: 'Loan processing fees', scale: 18_000, frequency: 0.5 },
{ debit: '110101', credit: '320105', narration: 'Miscellaneous income', scale: 7_500, frequency: 0.4 },
{
debit: '410101',
credit: '230101',
narration: 'Interest provided on savings deposits',
scale: 128_000,
frequency: 0.8
},
{
debit: '410102',
credit: '230101',
narration: 'Interest provided on term deposits',
scale: 265_000,
frequency: 0.9
},
{ debit: '420101', credit: '110101', narration: 'Salaries and allowances paid', scale: 210_000, frequency: 0.35 },
{ debit: '420104', credit: '110101', narration: 'Rent, taxes and lighting', scale: 46_000, frequency: 0.3 },
{ debit: '430101', credit: '110101', narration: 'Printing and stationery purchased', scale: 9_400, frequency: 0.3 },
{ debit: '430102', credit: '110101', narration: 'Postage and telephone charges', scale: 6_200, frequency: 0.35 },
{ debit: '430103', credit: '110101', narration: 'Advertisement and publicity', scale: 12_500, frequency: 0.15 },
{ debit: '430104', credit: '110101', narration: 'Repairs and maintenance', scale: 15_800, frequency: 0.25 },
{ debit: '430105', credit: '110101', narration: 'Travelling and conveyance', scale: 7_100, frequency: 0.3 },
{ debit: '430106', credit: '110101', narration: 'Computer and software expenses', scale: 22_400, frequency: 0.2 },
{ debit: '430107', credit: '110101', narration: 'Legal and professional charges', scale: 11_300, frequency: 0.15 },
{ debit: '430109', credit: '110101', narration: 'Bank charges and commission paid', scale: 4_800, frequency: 0.3 },
{ debit: '430111', credit: '110101', narration: 'Electricity charges', scale: 13_600, frequency: 0.25 },
{ debit: '430112', credit: '110101', narration: 'Other miscellaneous expenses', scale: 8_900, frequency: 0.3 },
{
debit: '110102',
credit: '110101',
narration: 'Cash remitted to RBI currency chest',
scale: 1_800_000,
frequency: 0.2
},
{
debit: '110101',
credit: '110103',
narration: 'Funds drawn from correspondent bank',
scale: 1_400_000,
frequency: 0.2
}
];
/** Head-Office-only vouchers — investments, reserves and centralised charges. */
const HO_TEMPLATES: typeof VOUCHER_TEMPLATES = [
{ debit: '120101', credit: '110102', narration: 'Purchase of Govt securities', scale: 2_400_000, frequency: 0.12 },
{
debit: '120102',
credit: '110102',
narration: 'Purchase of State Govt securities',
scale: 1_900_000,
frequency: 0.12
},
{ debit: '110102', credit: '320104', narration: 'Profit on sale of securities', scale: 78_000, frequency: 0.1 },
{ debit: '420102', credit: '110101', narration: "Directors' sitting fees", scale: 32_000, frequency: 0.08 },
{ debit: '420103', credit: '110101', narration: "Statutory auditors' fees", scale: 45_000, frequency: 0.06 },
{ debit: '420105', credit: '140103', narration: 'Depreciation charged on assets', scale: 64_000, frequency: 0.12 },
{ debit: '430108', credit: '110101', narration: 'DICGC premium and other insurance', scale: 38_000, frequency: 0.1 },
{ debit: '430110', credit: '110101', narration: 'AGM and meeting expenses', scale: 26_000, frequency: 0.06 },
{ debit: '410103', credit: '230101', narration: 'Interest on borrowings', scale: 54_000, frequency: 0.1 },
{ debit: '230104', credit: '110102', narration: 'TDS and GST remitted', scale: 145_000, frequency: 0.15 }
];
/**
* Contingent-account movements are memoranda, each posted single-sided.
* Guarantees, LCs and collection bills are raised at the counter, so these run
* at every branch — not just Head Office.
*/
const CONTINGENT_TEMPLATES: { account: string; narration: string; scale: number; frequency: number }[] = [
{ account: '910101', narration: 'Financial guarantee issued', scale: 320_000, frequency: 0.1 },
{ account: '910102', narration: 'Performance guarantee issued', scale: 240_000, frequency: 0.08 },
{ account: '910103', narration: 'Letter of credit opened', scale: 180_000, frequency: 0.07 },
{ account: '910104', narration: 'Bills lodged for collection', scale: 95_000, frequency: 0.12 },
{ account: '910105', narration: 'Claim lodged against the bank', scale: 140_000, frequency: 0.03 },
{ account: '910107', narration: 'Capital commitment contracted', scale: 85_000, frequency: 0.04 }
];
/**
* How the opening contingent book is spread across the network. Head Office
* carries the capital commitments and large claims; the branches carry the
* counter-issued guarantees. Weights are applied per account and the rounding
* remainder is absorbed by Head Office so each account's total stays exact.
*/
const CONTINGENT_BRANCH_WEIGHTS: Record<string, number> = {
HO: 0.2,
'0002': 0.18,
'0003': 0.16,
'0004': 0.16,
'0005': 0.15,
'0006': 0.15
};
let cachedPostings: GlPosting[] | null = null;
/**
* The full generated ledger. Built once and memoised — every report reads from
* this array, so the reports can never disagree with one another.
*/
export function glPostings(): GlPosting[] {
if (cachedPostings) {
return cachedPostings;
}
const rand = lcg(20260401);
const out: GlPosting[] = [];
const dates = ledgerDates();
let voucherSeq = 1;
// Opening entries, posted at Head Office on day one so the books start in balance.
const openingVoucher = `OB/${GL_PERIOD.label.replace(/\s/g, '')}`;
let openingDebit = 0;
let openingCredit = 0;
for (const [
code,
amount
] of Object.entries(OPENING_BALANCES)) {
if (!amount) {
continue;
}
const account = GL_ACCOUNTS.find((a) => a.code === code);
if (!account) {
continue;
}
const debitSide = account.type === 'ASSET' || account.type === 'EXPENSE' || account.type === 'CONTINGENT';
// Contingent accounts are single-sided memoranda held at the issuing branch,
// so their opening book is spread across the network rather than sat at HO.
if (account.type === 'CONTINGENT') {
let allocated = 0;
for (const branch of GL_BRANCHES) {
if (branch.code === 'HO') {
continue;
}
const share = Math.round((amount * (CONTINGENT_BRANCH_WEIGHTS[branch.code] ?? 0)) / 100) * 100;
if (!share) {
continue;
}
allocated += share;
out.push({
date: GL_PERIOD.fyStart,
branchCode: branch.code,
accountCode: code,
debit: share,
credit: 0,
voucherNo: openingVoucher,
narration: 'Opening balance brought forward'
});
}
// Head Office takes its own share plus whatever rounding left behind.
out.push({
date: GL_PERIOD.fyStart,
branchCode: 'HO',
accountCode: code,
debit: amount - allocated,
credit: 0,
voucherNo: openingVoucher,
narration: 'Opening balance brought forward'
});
continue;
}
out.push({
date: GL_PERIOD.fyStart,
branchCode: 'HO',
accountCode: code,
debit: debitSide ? amount : 0,
credit: debitSide ? 0 : amount,
voucherNo: openingVoucher,
narration: 'Opening balance brought forward'
});
if (debitSide) {
openingDebit += amount;
} else {
openingCredit += amount;
}
}
// If OPENING_BALANCES is ever edited so the two sides diverge, park the residual
// in a visibly-named suspense account rather than letting the trial balance drift.
const openingResidual = openingCredit - openingDebit;
if (openingResidual !== 0) {
out.push({
date: GL_PERIOD.fyStart,
branchCode: 'HO',
accountCode: '140199',
debit: openingResidual > 0 ? openingResidual : 0,
credit: openingResidual < 0 ? -openingResidual : 0,
voucherNo: openingVoucher,
narration: 'Unreconciled opening balance difference'
});
}
const round = (n: number): number => Math.round(n / 100) * 100;
for (const date of dates) {
for (const branch of GL_BRANCHES) {
// Head Office posts fewer counter transactions than the branches.
const weight = branch.code === 'HO' ? 0.45 : 1;
const templates = branch.code === 'HO' ? [
...VOUCHER_TEMPLATES,
...HO_TEMPLATES
] : VOUCHER_TEMPLATES;
for (const tpl of templates) {
if (rand() > tpl.frequency * weight) {
continue;
}
// 0.55x .. 1.45x of the template scale keeps daily figures varied but plausible.
const amount = round(tpl.scale * (0.55 + rand() * 0.9));
if (amount <= 0) {
continue;
}
const voucherNo = `${branch.code}/${date.slice(5, 7)}/${`${voucherSeq++}`.padStart(5, '0')}`;
out.push({
date,
branchCode: branch.code,
accountCode: tpl.debit,
debit: amount,
credit: 0,
voucherNo,
narration: tpl.narration
});
out.push({
date,
branchCode: branch.code,
accountCode: tpl.credit,
debit: 0,
credit: amount,
voucherNo,
narration: tpl.narration
});
}
// Contingent memoranda are raised at every branch, weighted by its size.
const contingentWeight = CONTINGENT_BRANCH_WEIGHTS[branch.code] ?? 0.15;
for (const tpl of CONTINGENT_TEMPLATES) {
// Claims against the bank and capital commitments are Head Office matters.
const headOfficeOnly = tpl.account === '910105' || tpl.account === '910107';
if (headOfficeOnly && branch.code !== 'HO') {
continue;
}
const frequency = headOfficeOnly ? tpl.frequency : tpl.frequency * (contingentWeight / 0.2);
if (rand() > frequency) {
continue;
}
const amount = round(tpl.scale * (0.55 + rand() * 0.9));
out.push({
date,
branchCode: branch.code,
accountCode: tpl.account,
debit: amount,
credit: 0,
voucherNo: `CNT/${branch.code}/${date.slice(5, 7)}/${`${voucherSeq++}`.padStart(5, '0')}`,
narration: tpl.narration
});
}
}
}
cachedPostings = out;
return out;
}
/**
* Customer sub-ledger.
*
* The GL is account-level, so a client-wise report needs a customer dimension on top.
* Each customer holds a share of one GL head at one branch; balances are not stored,
* they are derived at query time as `share x that head's GL balance`. That way the
* client-wise report always reconciles to the General Ledger exactly, whatever period
* or branch is selected, instead of drifting as a second source of truth.
*/
export interface GlCustomer {
cif: string;
name: string;
branchCode: string;
/** GL head this relationship sits under. */
accountCode: string;
accountNo: string;
/** Fraction of the branch's balance in that head. Shares per (branch, head) sum to 1. */
share: number;
}
const FIRST_NAMES = [
'Ravi',
'Priya',
'Vikram',
'Nirav',
'Kavita',
'Arjun',
'Lakshmi',
'Sameer',
'Anjali',
'Rohan',
'Meera',
'Karan',
'Divya',
'Sanjay',
'Pooja',
'Amit',
'Sneha',
'Manish',
'Rekha',
'Deepak'
];
const LAST_NAMES = [
'Sharma',
'Patel',
'Reddy',
'Shah',
'Verma',
'Deshmukh',
'Iyer',
'Kapoor',
'Nair',
'Joshi',
'Mehta',
'Gupta',
'Rao',
'Bhatt',
'Chauhan'
];
const FIRMS = [
'Traders',
'Enterprises',
'Agencies',
'& Sons',
'Industries',
'Stores',
'Corporation'
];
/** Customer-facing heads a client relationship can sit under. */
const CUSTOMER_HEADS = [
'220101',
'220102',
'220103',
'220104',
'130101',
'130102',
'130103',
'130104',
'130105',
'130106'
];
let cachedCustomers: GlCustomer[] | null = null;
export function glCustomers(): GlCustomer[] {
if (cachedCustomers) {
return cachedCustomers;
}
const rand = lcg(76543210);
const out: GlCustomer[] = [];
let seq = 1;
for (const branch of GL_BRANCHES) {
for (const head of CUSTOMER_HEADS) {
// Deposits are held by many customers; advances by fewer, larger ones.
const isAdvance = head.startsWith('13');
const count = isAdvance ? 2 + Math.floor(rand() * 3) : 3 + Math.floor(rand() * 4);
const weights: number[] = [];
for (let i = 0; i < count; i++) {
weights.push(0.35 + rand() * 0.65);
}
const weightTotal = weights.reduce((a, b) => a + b, 0);
for (let i = 0; i < count; i++) {
const corporate = isAdvance && rand() > 0.55;
const name = corporate
? `${LAST_NAMES[Math.floor(rand() * LAST_NAMES.length)]} ${FIRMS[Math.floor(rand() * FIRMS.length)]}`
: `${FIRST_NAMES[Math.floor(rand() * FIRST_NAMES.length)]} ${LAST_NAMES[Math.floor(rand() * LAST_NAMES.length)]}`;
out.push({
cif: `CIF${`${100000 + seq}`}`,
name,
branchCode: branch.code,
accountCode: head,
accountNo: `${branch.code === 'HO' ? '0001' : branch.code}${head}${`${seq}`.padStart(4, '0')}`,
share: weights[i] / weightTotal
});
seq++;
}
}
}
cachedCustomers = out;
return out;
}
export function glAccount(code: string): GlAccount | undefined {
return GL_ACCOUNTS.find((a) => a.code === code);
}
export function glBranchName(code: string): string {
return GL_BRANCHES.find((b) => b.code === code)?.name ?? code;
}
@@ -20,11 +20,11 @@
</div>
<div class="table-filters">
<mat-form-field class="table-search" appearance="outline">
<mat-form-field class="table-search" appearance="outline" subscriptSizing="dynamic">
<input matInput placeholder="Search by client name or account number" [formControl]="searchControl" />
</mat-form-field>
<mat-form-field class="table-filter" appearance="outline">
<mat-form-field class="table-filter" appearance="outline" subscriptSizing="dynamic">
<mat-select [(value)]="branchFilter" (selectionChange)="applyFilters()" placeholder="Branch">
<mat-option value="">All Branches</mat-option>
<mat-option *ngFor="let office of offices" [value]="office.id">
@@ -33,7 +33,7 @@
</mat-select>
</mat-form-field>
<mat-form-field class="table-filter" appearance="outline">
<mat-form-field class="table-filter" appearance="outline" subscriptSizing="dynamic">
<mat-select [(value)]="productFilter" (selectionChange)="applyFilters()" placeholder="Share Product">
<mat-option value="">All Products</mat-option>
<mat-option *ngFor="let product of products" [value]="product.id">
@@ -42,7 +42,7 @@
</mat-select>
</mat-form-field>
<mat-form-field class="table-filter" appearance="outline">
<mat-form-field class="table-filter" appearance="outline" subscriptSizing="dynamic">
<mat-select [(value)]="statusFilter" (selectionChange)="applyFilters()" placeholder="Status">
<mat-option value="">All Status</mat-option>
<mat-option value="active">Active</mat-option>
@@ -53,7 +53,7 @@
</mat-select>
</mat-form-field>
<mat-form-field class="table-filter" appearance="outline" (click)="picker.open()">
<mat-form-field class="table-filter" appearance="outline" subscriptSizing="dynamic" (click)="picker.open()">
<mat-date-range-input [formGroup]="dateRangeForm" [rangePicker]="picker">
<input matStartDate formControlName="start" placeholder="Start date" (dateChange)="applyFilters()" />
<input matEndDate formControlName="end" placeholder="End date" (dateChange)="applyFilters()" />
@@ -5,37 +5,43 @@
* 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;
width: 100%;
}
.container {
margin: 1.5rem;
padding: 0;
border-radius: var(--radius-xl);
background: var(--bg-card);
box-shadow: var(--shadow-sm);
margin: 1.5rem auto;
max-width: 1400px;
padding: 20px 24px;
border-radius: 16px;
background: #ffffff;
border: 1px solid #e2e8f0;
box-shadow: 0 1px 3px rgba(0, 0, 0, 0.04);
box-sizing: border-box;
}
.table-header {
padding: 1.5rem;
border-bottom: 1px solid var(--border-light);
margin-bottom: 20px;
.table-header-row {
display: flex;
justify-content: space-between;
align-items: center;
margin-bottom: 1.5rem;
flex-wrap: wrap;
gap: 1rem;
margin-bottom: 16px;
}
.table-title-group {
display: flex;
align-items: center;
gap: 1rem;
gap: 12px;
.table-title {
margin: 0;
font-size: 1.25rem;
font-weight: 600;
color: var(--text-main);
color: #0f172a;
display: flex;
align-items: center;
gap: 0.75rem;
@@ -45,83 +51,175 @@
width: 24px;
height: 24px;
position: relative;
display: flex;
flex-wrap: wrap;
display: grid;
grid-template-columns: 1fr 1fr;
gap: 2px;
padding: 2px;
background: var(--bg-hover);
background: #f1f5f9;
border-radius: 6px;
span {
width: 8px;
height: 8px;
border-radius: 2px;
background: var(--primary-main);
opacity: 0.8;
background: #1353a0;
&:nth-child(2) {
opacity: 0.6;
}
&:nth-child(3) {
opacity: 0.4;
}
&:nth-child(4) {
opacity: 0.2;
}
&:nth-child(2) { opacity: 0.7; }
&:nth-child(3) { opacity: 0.4; }
&:nth-child(4) { opacity: 0.2; }
}
}
}
.table-count {
padding: 0.25rem 0.75rem;
background: var(--bg-hover);
color: var(--text-muted);
border-radius: var(--radius-full);
padding: 0.2rem 0.65rem;
background: #f1f5f9;
color: #64748b;
border-radius: 12px;
font-size: 0.75rem;
font-weight: 500;
letter-spacing: 0.02em;
font-family: 'Roboto Mono', monospace;
}
}
/* Pill-styled filter bar */
.table-filters {
display: flex;
gap: 1rem;
align-items: center;
gap: 10px;
flex-wrap: wrap;
padding: 8px 12px;
background: #f8fafc;
border: 1px solid #e2e8f0;
border-radius: 12px;
mat-form-field {
width: 240px;
margin-bottom: -1.25em;
.table-search {
flex: 1 1 200px;
min-width: 180px;
max-width: 280px;
margin: 0;
}
.table-filter {
flex: 0 1 150px;
min-width: 130px;
max-width: 170px;
margin: 0;
}
/* Override Material Form Field Heights & Subscript Spacing */
::ng-deep {
.mat-mdc-form-field {
margin: 0;
}
.mat-mdc-form-field-subscript-wrapper {
display: none !important;
height: 0 !important;
}
.mat-mdc-form-field-flex {
height: 38px !important;
background: #ffffff !important;
align-items: center;
}
.mat-mdc-form-field-infix {
padding: 6px 0 !important;
min-height: 38px !important;
}
.mdc-notched-outline__leading {
border-radius: 8px 0 0 8px !important;
}
.mdc-notched-outline__trailing {
border-radius: 0 8px 8px 0 !important;
}
.mat-mdc-select-value,
.mat-mdc-select-placeholder,
input {
font-size: 13px !important;
}
}
button[mat-icon-button] {
color: #64748b;
width: 36px;
height: 36px;
&:hover {
color: #0f172a;
background: #e2e8f0;
}
}
}
}
.table-container {
position: relative;
overflow: auto;
border-radius: 0 0 var(--radius-xl) var(--radius-xl);
border: 1px solid #e2e8f0;
border-radius: 12px;
overflow: hidden;
background: #ffffff;
.table-loader {
position: absolute;
top: 0;
left: 0;
right: 0;
z-index: 10;
height: 2px;
}
}
.modern-table {
width: 100%;
background: transparent;
border-collapse: separate;
border-spacing: 0;
tr.mat-row {
cursor: pointer;
transition: background-color 0.2s ease;
::ng-deep {
.mat-mdc-header-row {
background: #f8fafc;
min-height: 38px;
height: 38px;
}
&:hover {
background-color: var(--bg-hover);
.mat-mdc-header-cell {
font-size: 11px;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.05em;
color: #64748b;
border-bottom: 1px solid #e2e8f0;
padding: 0 16px;
white-space: nowrap;
}
.mat-mdc-row {
min-height: 42px;
height: 42px;
border-bottom: 1px solid #f1f5f9;
transition: background-color 0.15s ease;
cursor: pointer;
&:last-child {
border-bottom: none;
}
&:nth-child(even) {
background: #fafbfc;
}
&:hover {
background-color: #f1f5f9 !important;
}
}
.mat-mdc-cell {
font-size: 13px;
font-weight: 400;
color: #0f172a;
padding: 0 16px;
white-space: nowrap;
}
}
}
mat-paginator {
border-top: 1px solid #e2e8f0;
background: #ffffff;
}
@@ -124,6 +124,13 @@
</mat-card-header>
<mat-card-content class="content">
@if (sharesAccountData.status?.value === 'Active' && (sharesAccountData.summary?.totalApprovedShares ?? 0) === 0) {
<div class="closure-eligible-banner">
<fa-icon icon="info-circle"></fa-icon>
<span>All shares have been withdrawn from this account — it is now eligible for closure.</span>
<a class="closure-eligible-banner__link" [routerLink]="['/clerk/share-closure-request']"> Request Closure </a>
</div>
}
<nav mat-tab-nav-bar class="navigation-tabs" [tabPanel]="tabPanel">
<a
mat-tab-link
@@ -14,3 +14,33 @@
min-width: 60%;
font-weight: 400;
}
.closure-eligible-banner {
display: flex;
align-items: center;
gap: 10px;
padding: 10px 16px;
margin: 0 0 12px;
background: #eaf2ff;
border: 1px solid rgb(52 87 213 / 25%);
border-left: 3px solid #3457d5;
border-radius: 8px;
font-size: 13px;
color: #1b3a8a;
fa-icon {
color: #3457d5;
}
&__link {
margin-left: auto;
font-weight: 700;
color: #3457d5;
text-decoration: none;
white-space: nowrap;
&:hover {
text-decoration: underline;
}
}
}
@@ -100,11 +100,11 @@ export class SharesButtonsConfiguration {
{
name: 'Share Certificate',
taskPermissionName: 'READ_SHAREACCOUNTPURCHASE'
},
{
name: 'Close',
taskPermissionName: 'CLOSE_SHAREACCOUNT'
}
// 'Close' is intentionally not offered here — closing a share account must go through
// the Clerk Dashboard maker-checker flow (Clerk Dashboard > My Share Closures), never a
// direct one-step action from this view. The native close command also force-redeems any
// remaining shares, bypassing the governed Share Withdrawal approval flow entirely.
];
break;
case 'Submitted and pending approval':
@@ -0,0 +1,84 @@
<!--
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/.
-->
<h1 mat-dialog-title class="ced-title">
<span class="ced-title__icon">✉</span>
Approval Email
<div class="ced-status-row">
@if (data.emailSent) {
<span class="ced-chip ced-chip--sent">
<span class="ced-chip__dot"></span>Sent
</span>
} @else {
<span class="ced-chip ced-chip--notsent">
<span class="ced-chip__dot"></span>Not sent
</span>
}
@if (data.emailOpenedAt) {
<span class="ced-chip ced-chip--seen">
<fa-icon icon="eye" class="ced-chip__icon"></fa-icon>Seen
</span>
} @else {
<span class="ced-chip ced-chip--notseen">
<fa-icon icon="eye-slash" class="ced-chip__icon"></fa-icon>Not yet seen
</span>
}
</div>
</h1>
<div mat-dialog-content class="ced-content">
<!-- Classic Email Header (Gmail Style) -->
<div class="ced-gmail-header">
<h2 class="ced-gmail-subject">{{ data.emailSubject ?? '(No Subject)' }}</h2>
<div class="ced-gmail-meta">
<div class="ced-gmail-avatar">
<div class="ced-gmail-avatar-letter">C</div>
</div>
<div class="ced-gmail-meta-content">
<div class="ced-gmail-meta-top">
<span class="ced-gmail-sender-name">CBSNexora</span>
<span class="ced-gmail-sender-email">&lt;{{ data.emailFrom ?? 'noreply@cbsnexora.in' }}&gt;</span>
<span class="ced-gmail-spacer"></span>
<span class="ced-gmail-date">{{ data.emailSentAt ? formatDate(data.emailSentAt) : '—' }}</span>
</div>
<div class="ced-gmail-meta-bottom">
<span class="ced-gmail-to">
to
@if (data.emailTo) {
{{ data.emailTo }}
} @else {
<span style="font-style: italic; color: #d32f2f">No email on file</span>
}
</span>
<fa-icon icon="caret-down" class="ced-gmail-caret"></fa-icon>
</div>
</div>
</div>
</div>
<!-- HTML email body -->
@if (data.emailBody) {
<div class="ced-email-body" [innerHTML]="safeBody"></div>
} @else {
<div class="ced-empty">
<p>No email content available.</p>
@if (!data.emailSent) {
<p class="ced-empty__hint">The email has not been sent yet for this edit.</p>
}
</div>
}
</div>
<mat-dialog-actions align="end">
<button mat-raised-button color="primary" mat-dialog-close>Close</button>
</mat-dialog-actions>
@@ -0,0 +1,219 @@
/**
* Copyright since 2025 Mifos Initiative
* MPL-2.0
*/
:host {
display: block;
}
.ced-title {
display: flex;
align-items: center;
gap: 10px;
font-size: 1.15rem;
font-weight: 600;
color: #1a237e;
position: relative; /* For aligning badges to the right */
&__icon {
font-size: 1.3rem;
}
}
.ced-content {
min-width: 560px;
max-width: 760px;
max-height: 72vh;
overflow-y: auto;
padding: 0 4px;
}
/* ── Gmail-Style Email Header ─────────────────────────────────────────────────── */
.ced-gmail-header {
display: flex;
flex-direction: column;
margin-bottom: 30px;
padding: 0 4px;
font-family: 'Roboto', 'Inter', sans-serif; /* Gmail-like typography */
}
.ced-gmail-subject {
font-size: 1.35rem;
font-weight: 400;
color: #202124;
margin: 0 0 24px 0;
line-height: 1.4;
}
.ced-gmail-meta {
display: flex;
align-items: center; /* Avatar vertically centered with text */
gap: 12px;
}
.ced-gmail-avatar {
width: 40px;
height: 40px;
border-radius: 50%;
background-color: #f06292;
display: flex;
align-items: center;
justify-content: center;
flex-shrink: 0;
}
.ced-gmail-avatar-letter {
color: white;
font-size: 1.25rem;
font-weight: 500;
}
.ced-gmail-meta-content {
display: flex;
flex-direction: column;
flex-grow: 1;
justify-content: center;
gap: 2px;
}
.ced-gmail-meta-top {
display: flex;
align-items: baseline;
width: 100%;
}
.ced-gmail-spacer {
flex-grow: 1;
}
.ced-gmail-sender-name {
font-size: 0.95rem;
font-weight: 600;
color: #202124;
margin-right: 6px;
}
.ced-gmail-sender-email {
color: #5f6368;
font-size: 0.8rem;
}
.ced-gmail-date {
color: #5f6368;
font-size: 0.75rem;
white-space: nowrap;
}
.ced-gmail-meta-bottom {
display: flex;
align-items: center;
gap: 4px;
}
.ced-gmail-to {
font-size: 0.75rem;
color: #5f6368;
}
.ced-gmail-caret {
font-size: 0.75rem;
color: #5f6368;
cursor: pointer;
}
.ced-status-row {
display: flex;
flex-wrap: wrap;
gap: 8px;
margin-left: auto; /* Pushes badges to the right in the flex container */
}
/* ── Status chips ───────────────────────────────────────────────────────── */
.ced-chip {
display: inline-flex;
align-items: center;
gap: 6px;
padding: 4px 12px 4px 10px;
border-radius: 20px;
font-size: 0.82rem;
font-weight: 500;
&__dot {
width: 8px;
height: 8px;
border-radius: 50%;
flex-shrink: 0;
}
&__icon {
font-size: 0.82rem;
}
&--sent {
background: #e8f5e9;
color: #1b5e20;
.ced-chip__dot { background: #43a047; }
}
&--notsent {
background: #f5f5f5;
color: #757575;
.ced-chip__dot { background: #bdbdbd; }
}
&--seen {
background: #e3f2fd;
color: #0d47a1;
}
&--notseen {
background: #f5f5f5;
color: #9e9e9e;
}
}
/* ── Divider ────────────────────────────────────────────────────────────── */
.ced-divider {
border: none;
border-top: 1px solid #eeeeee;
margin: 12px 0;
}
/* ── Email body iframe-like container ───────────────────────────────────── */
.ced-email-body {
background: #fafafa;
border: 1px solid #e0e0e0;
border-radius: 8px;
padding: 20px 24px;
font-family: Arial, sans-serif;
font-size: 0.93rem;
line-height: 1.6;
color: #333;
// Reset any Angular Material overrides inside the rendered HTML
table {
border-collapse: collapse;
width: 100%;
}
td, th {
padding: 6px 12px;
border: 1px solid #e0e0e0;
}
p { margin: 0 0 10px; }
ul { padding-left: 20px; }
}
/* ── Empty state ────────────────────────────────────────────────────────── */
.ced-empty {
text-align: center;
padding: 32px 0;
color: #9e9e9e;
&__hint {
font-size: 0.85rem;
margin-top: 6px;
}
}
@@ -0,0 +1,65 @@
/**
* 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 {
MAT_DIALOG_DATA,
MatDialogTitle,
MatDialogContent,
MatDialogActions,
MatDialogClose
} from '@angular/material/dialog';
import { CdkScrollable } from '@angular/cdk/scrolling';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { DomSanitizer, SafeHtml } from '@angular/platform-browser';
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
export interface ClientEditEmailDialogData {
emailSubject: string | null;
emailBody: string | null;
emailSent: boolean;
emailSentAt: string | null;
emailOpenedAt: string | null;
emailFrom: string | null;
emailTo: string | null;
}
/** Displays the exact confirmation email sent to the client when their pending edit was approved.
* Shows subject, HTML body (rendered), sent timestamp, and read/seen status. */
@Component({
selector: 'mifosx-client-edit-email-dialog',
templateUrl: './client-edit-email-dialog.component.html',
styleUrls: ['./client-edit-email-dialog.component.scss'],
standalone: true,
imports: [
...STANDALONE_SHARED_IMPORTS,
MatDialogTitle,
CdkScrollable,
MatDialogContent,
MatDialogActions,
MatDialogClose,
FaIconComponent
]
})
export class ClientEditEmailDialogComponent {
data = inject<ClientEditEmailDialogData>(MAT_DIALOG_DATA);
private sanitizer = inject(DomSanitizer);
get safeBody(): SafeHtml {
return this.sanitizer.bypassSecurityTrustHtml(this.data.emailBody ?? '');
}
formatDate(isoDate: string | null | undefined): string {
if (!isoDate) return '—';
const d = new Date(isoDate);
return d.toLocaleString('en-IN', {
day: '2-digit', month: 'short', year: 'numeric',
hour: '2-digit', minute: '2-digit', hour12: true
});
}
}
@@ -126,6 +126,25 @@
<ng-container matColumnDef="actions">
<th mat-header-cell *matHeaderCellDef>Actions</th>
<td mat-cell *matCellDef="let edit">
<!-- ── Email status badges (compact, always visible) ── -->
<span class="pce-email-badge"
[class.pce-email-badge--sent]="edit.emailSent"
[class.pce-email-badge--nosent]="!edit.emailSent"
[title]="edit.emailSent ? 'Email sent on ' + formatDate(edit.emailSentAt) : 'No confirmation email sent'">
<fa-icon icon="envelope"></fa-icon>
{{ edit.emailSent ? 'Sent' : 'Not Sent' }}
</span>
@if (edit.emailSent) {
<span class="pce-email-badge"
[class.pce-email-badge--seen]="edit.emailOpenedAt"
[class.pce-email-badge--notseen]="!edit.emailOpenedAt"
[title]="edit.emailOpenedAt ? 'Opened on ' + formatDate(edit.emailOpenedAt) : 'Not yet opened'">
<fa-icon [icon]="edit.emailOpenedAt ? 'eye' : 'eye-slash'"></fa-icon>
{{ edit.emailOpenedAt ? 'Seen' : 'Not Seen' }}
</span>
}
<!-- ── Action buttons ── -->
<button mat-stroked-button class="pce-btn pce-btn-view" (click)="viewCompare(edit)">
<fa-icon icon="eye" class="m-r-10"></fa-icon>Compare
</button>
@@ -137,6 +156,12 @@
<fa-icon icon="ban" class="m-r-10"></fa-icon>Reject
</button>
}
@if (edit.emailSent) {
<button mat-stroked-button class="pce-btn pce-btn-email" (click)="viewEmail(edit)"
title="View the exact confirmation email sent to the client">
<fa-icon icon="envelope" class="m-r-10"></fa-icon>View Email
</button>
}
</td>
</ng-container>
@@ -346,3 +346,41 @@ $text-muted: #64748b;
line-height: 1.5;
}
}
/* ── Email badges ───────────────────────────────────────────────────────── */
.pce-email-badge {
display: inline-flex;
align-items: center;
gap: 4px;
padding: 2px 6px;
border-radius: 4px;
font-size: 0.72rem;
font-weight: 600;
margin-right: 6px;
white-space: nowrap;
vertical-align: middle;
fa-icon { font-size: 0.7rem; }
&--sent {
background: #e8f5e9;
color: #1b5e20;
border: 1px solid #c8e6c9;
}
&--nosent {
background: #f5f5f5;
color: #9e9e9e;
border: 1px solid #e0e0e0;
}
&--seen {
background: #e3f2fd;
color: #0d47a1;
border: 1px solid #bbdefb;
}
&--notseen {
background: #fff3e0;
color: #e65100;
border: 1px solid #ffe0b2;
}
}
@@ -34,6 +34,7 @@ import { InputBase } from 'app/shared/form-dialog/formfield/model/input-base';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { NON_COMPARABLE_KEYS, PENDING_EDIT_FIELD_LABELS } from 'app/clients/shared/client-edit-diff.util';
import { ClientEditCompareDialogComponent } from './client-edit-compare-dialog/client-edit-compare-dialog.component';
import { ClientEditEmailDialogComponent } from './client-edit-email-dialog/client-edit-email-dialog.component';
/** Maps a payload key that holds a CodeValue/template id to the options array it should be
* resolved against — populated from /clients/template plus the same per-code-value lookups the
@@ -97,7 +98,8 @@ const NATIONALITY_LABELS: Record<string, string> = {
MatRowDef,
MatRow,
MatIcon,
MatPaginatorModule
MatPaginatorModule,
ClientEditEmailDialogComponent
]
})
export class PendingClientEditsComponent implements OnInit {
@@ -423,6 +425,45 @@ export class PendingClientEditsComponent implements OnInit {
});
}
/** Opens the email preview dialog for an edit row. Fetches the email content first (subject,
* body, sent/opened timestamps) via the email-preview endpoint, then opens the dialog. */
viewEmail(edit: any): void {
this.clientsService.getClientEditEmailPreview(edit.clientId, edit.id).subscribe({
next: (preview) => {
try {
this.dialog.open(ClientEditEmailDialogComponent, {
width: '800px',
maxWidth: '96vw',
data: {
emailSubject: preview?.emailSubject || null,
emailBody: preview?.emailBody || null,
emailSent: preview?.emailSent || false,
emailSentAt: preview?.emailSentAt || null,
emailOpenedAt: preview?.emailOpenedAt || null,
emailFrom: preview?.emailFrom || null,
emailTo: preview?.emailTo || null
}
});
} catch (e: any) {
console.error('Dialog open failed (next): ', e);
}
},
error: () => {
try {
// Fallback: open dialog with no-content state
this.dialog.open(ClientEditEmailDialogComponent, {
width: '800px',
maxWidth: '96vw',
data: { emailSubject: null, emailBody: null, emailSent: false,
emailSentAt: null, emailOpenedAt: null, emailFrom: null, emailTo: null }
});
} catch (e: any) {
console.error('Dialog open failed (error): ', e);
}
}
});
}
reload(): void {
this.load();
}
@@ -0,0 +1,82 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="pg-card">
<div class="pos-section-label">Share Closure Requests — Review, Approve or Reject</div>
<div class="inv-form-grid" style="padding: 12px 16px">
<label class="inv-form-field">
<span>Status</span>
<select [(ngModel)]="filterStatus" (change)="onFilterChange()">
@for (opt of statusOptions; track opt.value) {
<option [value]="opt.value">{{ opt.label }}</option>
}
</select>
</label>
<label class="inv-form-field" style="align-self: end">
<button type="button" class="pg-btn pg-btn--ghost" [disabled]="loading" (click)="load()">Refresh</button>
</label>
</div>
<table class="pg-table">
<thead>
<tr>
<th>Account No</th>
<th>Client</th>
<th>Closed Date</th>
<th>Clerk</th>
<th>Manager</th>
<th>Submitted At</th>
<th>Status</th>
<th></th>
</tr>
</thead>
<tbody>
@if (loading) {
<tr>
<td colspan="8" class="pg-empty">Loading…</td>
</tr>
} @else if (loaded && requests.length === 0) {
<tr>
<td colspan="8" class="pg-empty">No {{ filterStatus | lowercase }} share closure requests.</td>
</tr>
} @else {
@for (r of requests; track r.id) {
<tr>
<td>
<span class="pg-chip">{{ r.account_no }}</span>
</td>
<td>{{ r.client_name }}</td>
<td>{{ formatDateTime(r.closed_date) }}</td>
<td>{{ r.clerk_name }}</td>
<td>{{ r.manager_name || r.manager_username || '—' }}</td>
<td>{{ formatDateTime(r.submitted_at) }}</td>
<td>
<span [class]="statusClass(r.status)">{{ statusLabel(r.status) }}</span>
</td>
<td>
<button type="button" class="pg-btn pg-btn--ghost" (click)="review(r)">Review</button>
</td>
</tr>
}
}
</tbody>
</table>
</div>
@if (showReviewModal && reviewRequestId) {
<div class="swr-list-popup-backdrop" (click)="closeReviewModal()">
<div class="swr-list-popup-panel" (click)="$event.stopPropagation()">
<mifosx-share-closure-request
[embedded]="true"
[overrideMode]="'review'"
[overrideRequestId]="reviewRequestId"
(closeRequested)="closeReviewModal()"
(actionCompleted)="onReviewActionCompleted()"
></mifosx-share-closure-request>
</div>
</div>
}
@@ -0,0 +1,128 @@
/**
* 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 { catchError } from 'rxjs/operators';
import { of } from 'rxjs';
import { ClerkShareClosureService } from '../../../cashier/clerk-share-closure.service';
import { ShareClosureRequestComponent } from '../../../clerk/share-closure-request/share-closure-request.component';
/** Approval Center — Share Closure Requests tab. A Bank Manager (checker) reviews, approves or
* rejects share account closure requests submitted from the Clerk Dashboard. Mirrors
* ShareWithdrawalRequestsComponent. Clicking "Review" opens the review screen in a popup on top of
* this list, rather than navigating away, so approving/rejecting drops the manager straight back
* into the (now refreshed) list. */
@Component({
selector: 'mifosx-share-closure-requests',
templateUrl: './share-closure-requests.component.html',
styleUrls: [
'../../../cashier/cashier-shared.scss',
'../../../clerk/clerk-shared.scss',
'../share-withdrawal-requests/share-withdrawal-requests.component.scss'
],
standalone: true,
imports: [
CommonModule,
FormsModule,
ShareClosureRequestComponent
]
})
export class ShareClosureRequestsComponent implements OnInit {
private service = inject(ClerkShareClosureService);
requests: any[] = [];
totalRecords = 0;
loading = false;
loaded = false;
filterStatus = 'PENDING';
showReviewModal = false;
reviewRequestId: number | null = null;
get statusOptions(): { value: string; label: string }[] {
return [
{ value: 'PENDING', label: 'Pending' },
{ value: 'APPROVED', label: 'Approved' },
{ value: 'REJECTED', label: 'Rejected' }
];
}
ngOnInit(): void {
this.load();
}
load(): void {
this.loading = true;
this.service
.getPendingRequests(this.filterStatus, 0, 50)
.pipe(catchError(() => of({ pageItems: [], totalFilteredRecords: 0 })))
.subscribe((res: any) => {
this.requests = res?.pageItems ?? [];
this.totalRecords = Number(res?.totalFilteredRecords ?? 0);
this.loading = false;
this.loaded = true;
});
}
onFilterChange(): void {
this.load();
}
review(req: any): void {
this.reviewRequestId = req.id;
this.showReviewModal = true;
}
closeReviewModal(): void {
this.showReviewModal = false;
this.reviewRequestId = null;
}
onReviewActionCompleted(): void {
this.closeReviewModal();
this.load();
}
statusClass(status: string): string {
const map: Record<string, string> = {
PENDING: 'inv-badge--active',
APPROVED: 'inv-badge--matured',
REJECTED: 'inv-badge--written_off'
};
return `inv-badge ${map[status] ?? ''}`;
}
statusLabel(status: string): string {
const map: Record<string, string> = {
PENDING: 'Pending',
APPROVED: 'Approved',
REJECTED: 'Rejected'
};
return map[status] ?? status;
}
formatDateTime(val: any): string {
if (!val) return '—';
try {
const d = new Date(val);
return d.toLocaleString('en-IN', {
day: '2-digit',
month: 'short',
year: 'numeric',
hour: '2-digit',
minute: '2-digit'
});
} catch {
return String(val);
}
}
}
@@ -190,6 +190,18 @@
<fa-icon icon="hand-holding-usd" class="ac-tab__ic"></fa-icon>
<span>Share Withdrawal Requests</span>
</a>
<a
mat-tab-link
class="ac-tab"
[routerLink]="['./share-closure-requests']"
routerLinkActive
#shareClosureRequests="routerLinkActive"
[active]="shareClosureRequests.isActive"
*mifosxHasPermission="'ALL_FUNCTIONS_READ'"
>
<fa-icon icon="lock" class="ac-tab__ic"></fa-icon>
<span>Share Closure Requests</span>
</a>
<a
mat-tab-link
class="ac-tab"
+19
View File
@@ -18,6 +18,7 @@ import { CheckerInboxAndTasksComponent } from './checker-inbox-and-tasks/checker
import { CheckerInboxComponent } from './checker-inbox-and-tasks-tabs/checker-inbox/checker-inbox.component';
import { WithdrawalRequestsComponent } from './checker-inbox-and-tasks-tabs/withdrawal-requests/withdrawal-requests.component';
import { ShareWithdrawalRequestsComponent } from './checker-inbox-and-tasks-tabs/share-withdrawal-requests/share-withdrawal-requests.component';
import { ShareClosureRequestsComponent } from './checker-inbox-and-tasks-tabs/share-closure-requests/share-closure-requests.component';
import { DepositRequestsComponent } from './checker-inbox-and-tasks-tabs/deposit-requests/deposit-requests.component';
import { DisbursementRequestsComponent } from './checker-inbox-and-tasks-tabs/disbursement-requests/disbursement-requests.component';
import { ClientApprovalComponent } from './checker-inbox-and-tasks-tabs/client-approval/client-approval.component';
@@ -165,6 +166,11 @@ const routes: Routes = [
component: ShareWithdrawalRequestsComponent,
data: { title: 'Share Withdrawal Requests' }
},
{
path: 'share-closure-requests',
component: ShareClosureRequestsComponent,
data: { title: 'Share Closure Requests' }
},
{
path: 'deposit-requests',
component: DepositRequestsComponent,
@@ -219,6 +225,19 @@ const routes: Routes = [
}
]
},
{
path: 'checker-inbox-and-tasks/share-closure-requests',
children: [
{
path: ':id/review',
loadComponent: () =>
import('../clerk/share-closure-request/share-closure-request.component').then(
(m) => m.ShareClosureRequestComponent
),
data: { title: 'Review Share Closure Request', breadcrumb: 'Review Share Closure', mode: 'review' }
}
]
},
{
path: 'checker-inbox-and-tasks/disbursement-requests',
children: [
@@ -21,7 +21,7 @@ import {
MatRow
} from '@angular/material/table';
import { MatButton, MatIconButton } from '@angular/material/button';
import { MatIcon } from '@angular/material/icon';
import { MatIconModule } from '@angular/material/icon';
import { MatMenu, MatMenuItem, MatMenuTrigger } from '@angular/material/menu';
import { MatTooltip } from '@angular/material/tooltip';
import { MatProgressBar } from '@angular/material/progress-bar';
@@ -52,7 +52,7 @@ import { RevokeDscDialogComponent } from '../revoke-dsc-dialog/revoke-dsc-dialog
MatRow,
MatButton,
MatIconButton,
MatIcon,
MatIconModule,
MatMenu,
MatMenuItem,
MatMenuTrigger,
+2 -2
View File
@@ -9,8 +9,8 @@
/* tslint:disable */
export default {
'mifos_x': {
'version': '260805',
'hash': '8c7d8287'
'version': '260806',
'hash': 'ddb215de'
},
'allow_switching_backend_instance': true
};