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490 changed files with 12333 additions and 60019 deletions
-7
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@@ -31,8 +31,6 @@
"@angular/localize/init" "@angular/localize/init"
], ],
"assets": [ "assets": [
"src/favicon.ico",
"src/apple-touch-icon.png",
"src/assets/images/cbsnexora-favicon.svg", "src/assets/images/cbsnexora-favicon.svg",
"src/robots.txt", "src/robots.txt",
"src/manifest.json", "src/manifest.json",
@@ -41,11 +39,6 @@
"glob": "**/*", "glob": "**/*",
"input": "node_modules/tinymce", "input": "node_modules/tinymce",
"output": "assets/tinymce" "output": "assets/tinymce"
},
{
"glob": "lottie.min.js",
"input": "node_modules/lottie-web/build/player",
"output": "assets/js"
} }
], ],
"styles": [ "styles": [
+74 -5370
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+1 -2
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@@ -15,7 +15,7 @@
"ng": "ng", "ng": "ng",
"build": "node version.js && npm run env -s && ng build --configuration production --output-hashing=none", "build": "node version.js && npm run env -s && ng build --configuration production --output-hashing=none",
"build:prod": "node version.js && node --max-old-space-size=16384 ./node_modules/@angular/cli/bin/ng build --configuration production --output-hashing=none --base-href=/web-app/", "build:prod": "node version.js && node --max-old-space-size=16384 ./node_modules/@angular/cli/bin/ng build --configuration production --output-hashing=none --base-href=/web-app/",
"start": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=4096\" ng serve --proxy-config proxy.localhost.conf.js", "start": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --proxy-config proxy.localhost.conf.js",
"start:share": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --host 0.0.0.0 --proxy-config proxy.localhost.conf.js", "start:share": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --host 0.0.0.0 --proxy-config proxy.localhost.conf.js",
"start:demo": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --proxy-config proxy.conf.js", "start:demo": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --proxy-config proxy.conf.js",
"serve:dev": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --source-map --proxy-config proxy.localhost.conf.js", "serve:dev": "npm run env -s && cross-env NODE_OPTIONS=\"--max_old_space_size=16384\" ng serve --source-map --proxy-config proxy.localhost.conf.js",
@@ -71,7 +71,6 @@
"jspdf-autotable": "^5.0.2", "jspdf-autotable": "^5.0.2",
"lightgallery": "^2.9.0", "lightgallery": "^2.9.0",
"lodash": "4.17.23", "lodash": "4.17.23",
"lottie-web": "^5.13.0",
"moment": "^2.29.4", "moment": "^2.29.4",
"ngx-image-cropper": "^9.1.6", "ngx-image-cropper": "^9.1.6",
"ngx-mat-select-search": "^8.0.2", "ngx-mat-select-search": "^8.0.2",
@@ -7,6 +7,16 @@
--> -->
<div class="container"> <div class="container">
<div class="container m-b-20 align-end gap-2px">
@if (!viewAccountTransferData.reversed) {
<span>
<button mat-raised-button color="warn" *mifosxHasPermission="'ADJUST_ACCOUNTTRANSFER'">
<fa-icon icon="undo" class="m-r-10"></fa-icon>{{ 'labels.buttons.Undo' | translate }}
</button>
</span>
}
</div>
<mat-card> <mat-card>
<mat-card-content> <mat-card-content>
<div class="transfer-container"> <div class="transfer-container">
@@ -279,7 +279,7 @@
<div class="gl-fgroup"> <div class="gl-fgroup">
<label class="gl-flabel"><fa-icon icon="calendar-alt"></fa-icon> From Date</label> <label class="gl-flabel"><fa-icon icon="calendar-alt"></fa-icon> From Date</label>
<mat-form-field appearance="outline" class="gl-ffield"> <mat-form-field appearance="outline" class="gl-ffield">
<input matInput [matDatepicker]="dpFrom" [min]="minDate" [formControl]="transactionDateFrom" /> <input matInput [matDatepicker]="dpFrom" [min]="minDate" [max]="maxDate" [formControl]="transactionDateFrom" />
<mat-datepicker-toggle matSuffix [for]="dpFrom"></mat-datepicker-toggle> <mat-datepicker-toggle matSuffix [for]="dpFrom"></mat-datepicker-toggle>
<mat-datepicker #dpFrom></mat-datepicker> <mat-datepicker #dpFrom></mat-datepicker>
</mat-form-field> </mat-form-field>
@@ -288,7 +288,7 @@
<div class="gl-fgroup"> <div class="gl-fgroup">
<label class="gl-flabel"><fa-icon icon="calendar-alt"></fa-icon> To Date</label> <label class="gl-flabel"><fa-icon icon="calendar-alt"></fa-icon> To Date</label>
<mat-form-field appearance="outline" class="gl-ffield"> <mat-form-field appearance="outline" class="gl-ffield">
<input matInput [matDatepicker]="dpTo" [min]="minDate" [formControl]="transactionDateTo" /> <input matInput [matDatepicker]="dpTo" [min]="minDate" [max]="maxDate" [formControl]="transactionDateTo" />
<mat-datepicker-toggle matSuffix [for]="dpTo"></mat-datepicker-toggle> <mat-datepicker-toggle matSuffix [for]="dpTo"></mat-datepicker-toggle>
<mat-datepicker #dpTo></mat-datepicker> <mat-datepicker #dpTo></mat-datepicker>
</mat-form-field> </mat-form-field>
@@ -353,7 +353,13 @@
<div class="gl-fgroup"> <div class="gl-fgroup">
<label class="gl-flabel"><fa-icon icon="calendar-check"></fa-icon> Submitted From</label> <label class="gl-flabel"><fa-icon icon="calendar-check"></fa-icon> Submitted From</label>
<mat-form-field appearance="outline" class="gl-ffield"> <mat-form-field appearance="outline" class="gl-ffield">
<input matInput [matDatepicker]="dpSubFrom" [min]="minDate" [formControl]="submittedOnDateFrom" /> <input
matInput
[matDatepicker]="dpSubFrom"
[min]="minDate"
[max]="maxDate"
[formControl]="submittedOnDateFrom"
/>
<mat-datepicker-toggle matSuffix [for]="dpSubFrom"></mat-datepicker-toggle> <mat-datepicker-toggle matSuffix [for]="dpSubFrom"></mat-datepicker-toggle>
<mat-datepicker #dpSubFrom></mat-datepicker> <mat-datepicker #dpSubFrom></mat-datepicker>
</mat-form-field> </mat-form-field>
@@ -362,7 +368,7 @@
<div class="gl-fgroup"> <div class="gl-fgroup">
<label class="gl-flabel"><fa-icon icon="calendar-check"></fa-icon> Submitted To</label> <label class="gl-flabel"><fa-icon icon="calendar-check"></fa-icon> Submitted To</label>
<mat-form-field appearance="outline" class="gl-ffield"> <mat-form-field appearance="outline" class="gl-ffield">
<input matInput [matDatepicker]="dpSubTo" [min]="minDate" [formControl]="submittedOnDateTo" /> <input matInput [matDatepicker]="dpSubTo" [min]="minDate" [max]="maxDate" [formControl]="submittedOnDateTo" />
<mat-datepicker-toggle matSuffix [for]="dpSubTo"></mat-datepicker-toggle> <mat-datepicker-toggle matSuffix [for]="dpSubTo"></mat-datepicker-toggle>
<mat-datepicker #dpSubTo></mat-datepicker> <mat-datepicker #dpSubTo></mat-datepicker>
</mat-form-field> </mat-form-field>
@@ -533,7 +539,7 @@
</div> </div>
<div class="gl-table-shell"> <div class="gl-table-shell">
<mat-table [dataSource]="dataSource" matSort matSortActive="id" matSortDirection="desc" class="gl-mat-table"> <mat-table [dataSource]="dataSource" matSort class="gl-mat-table">
<!-- #ID --> <!-- #ID -->
<ng-container matColumnDef="id"> <ng-container matColumnDef="id">
<mat-header-cell *matHeaderCellDef mat-sort-header class="gl-th">#</mat-header-cell> <mat-header-cell *matHeaderCellDef mat-sort-header class="gl-th">#</mat-header-cell>
@@ -90,7 +90,7 @@ export class SearchJournalEntryComponent implements OnInit, OnDestroy, AfterView
// ── Misc ────────────────────────────────────────────────────────────────── // ── Misc ──────────────────────────────────────────────────────────────────
minDate = new Date(2000, 0, 1); minDate = new Date(2000, 0, 1);
maxDate: Date = null; maxDate = new Date();
/** Accounting features switched off for this installation — see disabled-features.ts. */ /** Accounting features switched off for this installation — see disabled-features.ts. */
disabledFeatures = DISABLED_ACCOUNTING_FEATURES; disabledFeatures = DISABLED_ACCOUNTING_FEATURES;
@@ -208,7 +208,7 @@ export class SearchJournalEntryComponent implements OnInit, OnDestroy, AfterView
} }
ngOnInit() { ngOnInit() {
this.maxDate = null; this.maxDate = this.settingsService.businessDate;
this.paginator.pageSize = 10; this.paginator.pageSize = 10;
this.restoreState(); this.restoreState();
this.setFilteredOffices(); this.setFilteredOffices();
-16
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@@ -74,22 +74,6 @@ export class AccountsService {
return this.http.get('/fixeddepositaccounts', { params: httpParams }); return this.http.get('/fixeddepositaccounts', { params: httpParams });
} }
/**
* FD Dashboard's data source: every ACTIVE FD, id/account/client/product identity, maturity date
* and deposit/maturity amounts only. Deliberately a separate, narrow endpoint rather than
* getFixedDepositAccounts() above -- that one's backend query joins in six more tables (audit
* who-did-what-when, currency, tax group) an unbounded dashboard fetch does not need, over columns
* that had no index until this feature added one (see backend migration 0571).
*/
getFixedDepositMaturityDashboard(): Observable<any> {
return this.http.get('/fixeddepositaccounts/maturity-dashboard');
}
/** RD Dashboard: running RDs with their installment position, closures and penalty income for the month. */
getRecurringDepositDashboard(): Observable<any> {
return this.http.get('/recurringdepositaccounts/dashboard');
}
getRecurringDepositAccounts(params: AccountListParams = {}): Observable<any> { getRecurringDepositAccounts(params: AccountListParams = {}): Observable<any> {
let httpParams = new HttpParams() let httpParams = new HttpParams()
.set('paged', 'true') .set('paged', 'true')
+2 -6
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@@ -37,6 +37,7 @@ import { GroupsModule } from './groups/groups.module';
import { CentersModule } from './centers/centers.module'; import { CentersModule } from './centers/centers.module';
import { AccountingModule } from './accounting/accounting.module'; import { AccountingModule } from './accounting/accounting.module';
import { ChequeBookModule } from './chequebook/chequebook.module'; import { ChequeBookModule } from './chequebook/chequebook.module';
import { LockerModule } from './locker/locker.module';
import { CtsClearingModule } from './ctsclearing/ctsclearing.module'; import { CtsClearingModule } from './ctsclearing/ctsclearing.module';
import { NachClearingModule } from './nachclearing/nachclearing.module'; import { NachClearingModule } from './nachclearing/nachclearing.module';
import { SystemModule } from './system/system.module'; import { SystemModule } from './system/system.module';
@@ -63,8 +64,6 @@ import { CfcfrmsModule } from './cfcfrms/cfcfrms.module';
import { BankCalendarModule } from './bank-calendar/bank-calendar.module'; import { BankCalendarModule } from './bank-calendar/bank-calendar.module';
import { DeafModule } from './deaf/deaf.module'; import { DeafModule } from './deaf/deaf.module';
import { SavingsDailyInterestModule } from './savings-daily-interest/savings-daily-interest.module'; import { SavingsDailyInterestModule } from './savings-daily-interest/savings-daily-interest.module';
import { FdDashboardModule } from './fd-dashboard/fd-dashboard.module';
import { RdDashboardModule } from './rd-dashboard/rd-dashboard.module';
import { DicgcModule } from './dicgc/dicgc.module'; import { DicgcModule } from './dicgc/dicgc.module';
import { FiuModule } from './fiu/fiu.module'; import { FiuModule } from './fiu/fiu.module';
import { GlReportsModule } from './gl-reports/gl-reports.module'; import { GlReportsModule } from './gl-reports/gl-reports.module';
@@ -97,7 +96,6 @@ import { TokenInterceptor as ZitadelTokenInterceptor } from './zitadel/token.int
import { AuthService } from './zitadel/auth.service'; import { AuthService } from './zitadel/auth.service';
import { environment } from '../environments/environment'; import { environment } from '../environments/environment';
import { CallbackComponent } from './zitadel/callback/callback.component'; import { CallbackComponent } from './zitadel/callback/callback.component';
import { LoadingScreenComponent } from './shared/loading-screen/loading-screen.component';
import { OAuthModule } from 'angular-oauth2-oidc'; import { OAuthModule } from 'angular-oauth2-oidc';
export class CustomMissingTranslationHandler implements MissingTranslationHandler { export class CustomMissingTranslationHandler implements MissingTranslationHandler {
@@ -157,6 +155,7 @@ export function HttpLoaderFactory(http: HttpClient) {
CentersModule, CentersModule,
AccountingModule, AccountingModule,
ChequeBookModule, ChequeBookModule,
LockerModule,
CtsClearingModule, CtsClearingModule,
NachClearingModule, NachClearingModule,
SystemModule, SystemModule,
@@ -179,8 +178,6 @@ export function HttpLoaderFactory(http: HttpClient) {
BankCalendarModule, BankCalendarModule,
DeafModule, DeafModule,
SavingsDailyInterestModule, SavingsDailyInterestModule,
FdDashboardModule,
RdDashboardModule,
DicgcModule, DicgcModule,
FiuModule, FiuModule,
GlReportsModule, GlReportsModule,
@@ -198,7 +195,6 @@ export function HttpLoaderFactory(http: HttpClient) {
AppRoutingModule, AppRoutingModule,
NotFoundComponent, NotFoundComponent,
CallbackComponent, CallbackComponent,
LoadingScreenComponent,
OAuthModule.forRoot() OAuthModule.forRoot()
], ],
providers: [ providers: [
@@ -44,11 +44,8 @@
<div class="cal-stat sat2nd4th"> <div class="cal-stat sat2nd4th">
<fa-icon icon="calendar-times" class="cal-stat__icon"></fa-icon> <fa-icon icon="calendar-times" class="cal-stat__icon"></fa-icon>
<div class="cal-stat__info"> <div class="cal-stat__info">
<div class="cal-stat__value">{{ overallStats.sat2nd4th + overallStats.weeklyOff }}</div> <div class="cal-stat__value">{{ overallStats.sat2nd4th }}</div>
<div class="cal-stat__label"> <div class="cal-stat__label">2nd &amp; 4th Sat</div>
{{ saturdayIsWorkingDay ? '2nd & 4th Sat' : 'Saturdays'
}}{{ overallStats.weeklyOff > 0 ? ' / Weekly Off' : '' }}
</div>
</div> </div>
</div> </div>
<div class="cal-stat holidays"> <div class="cal-stat holidays">
@@ -72,11 +69,7 @@
<div class="cal-legend__items"> <div class="cal-legend__items">
<div class="cal-legend__item"><span class="cal-legend__dot working"></span> Working Day</div> <div class="cal-legend__item"><span class="cal-legend__dot working"></span> Working Day</div>
<div class="cal-legend__item"><span class="cal-legend__dot sunday"></span> Sunday</div> <div class="cal-legend__item"><span class="cal-legend__dot sunday"></span> Sunday</div>
<div class="cal-legend__item"> <div class="cal-legend__item"><span class="cal-legend__dot sat2nd4th"></span> 2nd / 4th Saturday</div>
<span class="cal-legend__dot sat2nd4th"></span>
{{ saturdayIsWorkingDay ? '2nd / 4th Saturday' : 'Saturday'
}}{{ overallStats.weeklyOff > 0 ? ' / Weekly Off' : '' }}
</div>
<div class="cal-legend__item"><span class="cal-legend__dot holiday"></span> Holiday</div> <div class="cal-legend__item"><span class="cal-legend__dot holiday"></span> Holiday</div>
<div class="cal-legend__item"><span class="cal-legend__dot today"></span> Today</div> <div class="cal-legend__item"><span class="cal-legend__dot today"></span> Today</div>
</div> </div>
@@ -326,9 +319,7 @@
[class.cal-grid__day--other]="!day.isCurrentMonth" [class.cal-grid__day--other]="!day.isCurrentMonth"
[class.cal-grid__day--today]="day.isToday" [class.cal-grid__day--today]="day.isToday"
[class.cal-grid__day--sunday]="day.isSunday && day.isCurrentMonth" [class.cal-grid__day--sunday]="day.isSunday && day.isCurrentMonth"
[class.cal-grid__day--sat2nd4th]=" [class.cal-grid__day--sat2nd4th]="(day.is2ndSaturday || day.is4thSaturday) && day.isCurrentMonth"
(day.is2ndSaturday || day.is4thSaturday || day.isWeeklyOff) && day.isCurrentMonth
"
[class.cal-grid__day--holiday]="day.isHoliday && day.isCurrentMonth" [class.cal-grid__day--holiday]="day.isHoliday && day.isCurrentMonth"
[class.cal-grid__day--working]="day.isWorking && day.isCurrentMonth" [class.cal-grid__day--working]="day.isWorking && day.isCurrentMonth"
[matTooltip]=" [matTooltip]="
@@ -337,8 +328,6 @@
? '2nd Saturday Off' ? '2nd Saturday Off'
: day.is4thSaturday : day.is4thSaturday
? '4th Saturday Off' ? '4th Saturday Off'
: day.isWeeklyOff && day.isCurrentMonth
? weekDays[day.dayOfWeek] + ' Off (Working Days)'
: day.isSunday && day.isCurrentMonth : day.isSunday && day.isCurrentMonth
? 'Sunday' ? 'Sunday'
: '') : '')
@@ -354,15 +343,10 @@
@if (month.holidays > 0) { @if (month.holidays > 0) {
<span class="summary-tag holiday">{{ month.holidays }} Holiday{{ month.holidays > 1 ? 's' : '' }}</span> <span class="summary-tag holiday">{{ month.holidays }} Holiday{{ month.holidays > 1 ? 's' : '' }}</span>
} }
@if (month.sundays > 0) {
<span class="summary-tag sun">{{ month.sundays }} Sun</span> <span class="summary-tag sun">{{ month.sundays }} Sun</span>
}
@if (month.secondFourthSat > 0) { @if (month.secondFourthSat > 0) {
<span class="summary-tag sat">{{ month.secondFourthSat }} Sat Off</span> <span class="summary-tag sat">{{ month.secondFourthSat }} Sat Off</span>
} }
@if (month.weeklyOff > 0) {
<span class="summary-tag sat">{{ month.weeklyOff }} Weekly Off</span>
}
</div> </div>
</div> </div>
} }
@@ -63,8 +63,6 @@ interface CalendarDay {
isSunday: boolean; isSunday: boolean;
is2ndSaturday: boolean; is2ndSaturday: boolean;
is4thSaturday: boolean; is4thSaturday: boolean;
/** Off every week because Admin > Working Days leaves this weekday out (Sunday aside). */
isWeeklyOff: boolean;
holidayName?: string; holidayName?: string;
dayOfWeek: number; // 0=Sun, 6=Sat dayOfWeek: number; // 0=Sun, 6=Sat
} }
@@ -78,23 +76,9 @@ interface MonthData {
nonWorkingDays: number; nonWorkingDays: number;
holidays: number; holidays: number;
sundays: number; sundays: number;
/** Saturdays off: the 2nd and 4th when Saturday is a working day, every one when it is not. */
secondFourthSat: number; secondFourthSat: number;
/** Other weekdays off every week because Working Days leaves them out. */
weeklyOff: number;
} }
/** Weekday codes in Date#getDay() order, as used by the /workingdays recurrence (BYDAY=MO,TU,...). */
const DAY_CODES = [
'SU',
'MO',
'TU',
'WE',
'TH',
'FR',
'SA'
];
@Component({ @Component({
selector: 'mifosx-bank-calendar', selector: 'mifosx-bank-calendar',
templateUrl: './bank-calendar.component.html', templateUrl: './bank-calendar.component.html',
@@ -134,7 +118,7 @@ export class BankCalendarComponent implements OnInit {
]; ];
workingDaysConfig: string[] = []; workingDaysConfig: string[] = [];
holidays: any[] = []; holidays: any[] = [];
overallStats = { working: 0, nonWorking: 0, holidays: 0, sundays: 0, sat2nd4th: 0, weeklyOff: 0, totalDays: 0 }; overallStats = { working: 0, nonWorking: 0, holidays: 0, sundays: 0, sat2nd4th: 0, totalDays: 0 };
// ───── Holiday list (office-wise) ───── // ───── Holiday list (office-wise) ─────
offices: OfficeLite[] = []; offices: OfficeLite[] = [];
@@ -218,8 +202,7 @@ export class BankCalendarComponent implements OnInit {
} }
private loadWorkingDays() { private loadWorkingDays() {
// Default Indian banking working days: Mon-Sat (Sun off, 2nd & 4th Sat off), used until // Default Indian banking working days: Mon-Sat (Sun off, 2nd & 4th Sat off)
// Admin > Working Days answers, or if it cannot be read.
this.workingDaysConfig = [ this.workingDaysConfig = [
'MO', 'MO',
'TU', 'TU',
@@ -232,19 +215,6 @@ export class BankCalendarComponent implements OnInit {
this.buildCalendar(); this.buildCalendar();
this.rebuildHolidayRows(); this.rebuildHolidayRows();
// The calendar has to agree with Admin > Working Days: a weekday unticked there is off every
// week here too.
this.organizationService.getWorkingDays().subscribe({
next: (data: any) => {
const configured = this.parseWorkingDays(data?.recurrence);
if (configured.length > 0) {
this.workingDaysConfig = configured;
this.buildCalendar();
}
},
error: () => {}
});
// Pull offices then fan-out a per-office holiday fetch so each office's // Pull offices then fan-out a per-office holiday fetch so each office's
// calendar entries are surfaced in the list panel (calendar grid still // calendar entries are surfaced in the list panel (calendar grid still
// unions everything for the year-at-a-glance view). // unions everything for the year-at-a-glance view).
@@ -303,23 +273,6 @@ export class BankCalendarComponent implements OnInit {
}); });
} }
/** Weekday codes out of a recurrence such as "FREQ=WEEKLY;INTERVAL=1;BYDAY=MO,TU,WE,TH,FR". */
private parseWorkingDays(recurrence: string | undefined): string[] {
const byDay = /BYDAY=([^;]*)/.exec(recurrence || '');
if (!byDay) {
return [];
}
return byDay[1]
.split(',')
.map((d) => d.trim().toUpperCase())
.filter((d) => DAY_CODES.includes(d));
}
/** True when Admin > Working Days counts Saturday as a working day (so only the 2nd and 4th are off). */
get saturdayIsWorkingDay(): boolean {
return this.workingDaysConfig.includes('SA');
}
/** Flatten the holidays array into a presentable list with office labels. */ /** Flatten the holidays array into a presentable list with office labels. */
private rebuildHolidayRows(): void { private rebuildHolidayRows(): void {
this.holidayRows = this.holidays.map((h: any) => { this.holidayRows = this.holidays.map((h: any) => {
@@ -558,15 +511,7 @@ export class BankCalendarComponent implements OnInit {
buildCalendar() { buildCalendar() {
this.months = []; this.months = [];
this.overallStats = { this.overallStats = { working: 0, nonWorking: 0, holidays: 0, sundays: 0, sat2nd4th: 0, totalDays: 0 };
working: 0,
nonWorking: 0,
holidays: 0,
sundays: 0,
sat2nd4th: 0,
weeklyOff: 0,
totalDays: 0
};
for (let m = 0; m < 12; m++) { for (let m = 0; m < 12; m++) {
const monthData = this.buildMonth(m, this.currentYear); const monthData = this.buildMonth(m, this.currentYear);
@@ -576,7 +521,6 @@ export class BankCalendarComponent implements OnInit {
this.overallStats.holidays += monthData.holidays; this.overallStats.holidays += monthData.holidays;
this.overallStats.sundays += monthData.sundays; this.overallStats.sundays += monthData.sundays;
this.overallStats.sat2nd4th += monthData.secondFourthSat; this.overallStats.sat2nd4th += monthData.secondFourthSat;
this.overallStats.weeklyOff += monthData.weeklyOff;
} }
this.overallStats.totalDays = this.overallStats.working + this.overallStats.nonWorking; this.overallStats.totalDays = this.overallStats.working + this.overallStats.nonWorking;
} }
@@ -608,7 +552,6 @@ export class BankCalendarComponent implements OnInit {
let holidayCount = 0; let holidayCount = 0;
let sundayCount = 0; let sundayCount = 0;
let sat2nd4thCount = 0; let sat2nd4thCount = 0;
let weeklyOffCount = 0;
// Previous month padding // Previous month padding
const prevMonthDays = new Date(year, month, 0).getDate(); const prevMonthDays = new Date(year, month, 0).getDate();
@@ -624,7 +567,6 @@ export class BankCalendarComponent implements OnInit {
isSunday: false, isSunday: false,
is2ndSaturday: false, is2ndSaturday: false,
is4thSaturday: false, is4thSaturday: false,
isWeeklyOff: false,
dayOfWeek: (startDayOfWeek - i - 1 + 7) % 7 dayOfWeek: (startDayOfWeek - i - 1 + 7) % 7
}); });
} }
@@ -634,29 +576,24 @@ export class BankCalendarComponent implements OnInit {
for (let d = 1; d <= daysInMonth; d++) { for (let d = 1; d <= daysInMonth; d++) {
const date = new Date(year, month, d); const date = new Date(year, month, d);
const dow = date.getDay(); const dow = date.getDay();
const isSunday = dow === 0;
const isSaturday = dow === 6; const isSaturday = dow === 6;
const isWorkingWeekday = this.workingDaysConfig.includes(DAY_CODES[dow]);
const isSunday = dow === 0 && !isWorkingWeekday;
if (isSaturday) saturdayCount++; if (isSaturday) saturdayCount++;
// RBI: when Saturday is a working day the 2nd and 4th are still off. When Working Days leaves const is2ndSat = isSaturday && saturdayCount === 2;
// Saturday out, every Saturday is a weekly off instead. const is4thSat = isSaturday && saturdayCount === 4;
const is2ndSat = isSaturday && isWorkingWeekday && saturdayCount === 2;
const is4thSat = isSaturday && isWorkingWeekday && saturdayCount === 4;
const isWeeklyOff = dow !== 0 && !isWorkingWeekday;
const isToday = date.toDateString() === today.toDateString(); const isToday = date.toDateString() === today.toDateString();
// Check if holiday // Check if holiday
const holiday = this.getHolidayForDate(year, month, d); const holiday = this.getHolidayForDate(year, month, d);
const isHoliday = !!holiday; const isHoliday = !!holiday;
// Non-working: Sunday, 2nd Sat, 4th Sat, a weekly off from Working Days, or holiday // Non-working: Sunday, 2nd Sat, 4th Sat, or holiday
const isNonWorking = isSunday || is2ndSat || is4thSat || isWeeklyOff || isHoliday; const isNonWorking = isSunday || is2ndSat || is4thSat || isHoliday;
if (isSunday) sundayCount++; if (isSunday) sundayCount++;
if (is2ndSat || is4thSat || (isSaturday && isWeeklyOff)) sat2nd4thCount++; if (is2ndSat || is4thSat) sat2nd4thCount++;
if (isWeeklyOff && !isSaturday) weeklyOffCount++;
if (isHoliday) holidayCount++; if (isHoliday) holidayCount++;
if (isNonWorking) { if (isNonWorking) {
@@ -676,7 +613,6 @@ export class BankCalendarComponent implements OnInit {
isSunday, isSunday,
is2ndSaturday: is2ndSat, is2ndSaturday: is2ndSat,
is4thSaturday: is4thSat, is4thSaturday: is4thSat,
isWeeklyOff,
holidayName: holiday?.name, holidayName: holiday?.name,
dayOfWeek: dow dayOfWeek: dow
}); });
@@ -696,7 +632,6 @@ export class BankCalendarComponent implements OnInit {
isSunday: false, isSunday: false,
is2ndSaturday: false, is2ndSaturday: false,
is4thSaturday: false, is4thSaturday: false,
isWeeklyOff: false,
dayOfWeek: days.length % 7 dayOfWeek: days.length % 7
}); });
} }
@@ -710,8 +645,7 @@ export class BankCalendarComponent implements OnInit {
nonWorkingDays: nonWorkingCount, nonWorkingDays: nonWorkingCount,
holidays: holidayCount, holidays: holidayCount,
sundays: sundayCount, sundays: sundayCount,
secondFourthSat: sat2nd4thCount, secondFourthSat: sat2nd4thCount
weeklyOff: weeklyOffCount
}; };
} }
@@ -17,12 +17,7 @@
</p> </p>
</div> </div>
</div> </div>
<button <button class="bor-btn bor-btn--xls" type="button" [disabled]="exporting || !filtered.length" (click)="exportExcel()">
class="bor-btn bor-btn--xls"
type="button"
[disabled]="exporting || !filtered.length"
(click)="exportExcel()"
>
<fa-icon icon="file-excel"></fa-icon> <fa-icon icon="file-excel"></fa-icon>
{{ exporting ? 'Exporting…' : 'Export' }} {{ exporting ? 'Exporting…' : 'Export' }}
</button> </button>
@@ -137,9 +132,7 @@
<td class="num">{{ r.approvedShares | number }}</td> <td class="num">{{ r.approvedShares | number }}</td>
<td class="num strong">{{ r.shareValue | number: '1.2-2' }}</td> <td class="num strong">{{ r.shareValue | number: '1.2-2' }}</td>
<td class="num">{{ r.trancheCount }}</td> <td class="num">{{ r.trancheCount }}</td>
<td> <td><span [class]="statusClass(r.statusEnum)">{{ statusText(r.statusEnum) }}</span></td>
<span [class]="statusClass(r.statusEnum)">{{ statusText(r.statusEnum) }}</span>
</td>
<td class="mono">{{ r.activatedDate || '—' }}</td> <td class="mono">{{ r.activatedDate || '—' }}</td>
</tr> </tr>
} @empty { } @empty {
@@ -12,7 +12,6 @@ import { FormsModule } from '@angular/forms';
import { MatIconModule } from '@angular/material/icon'; import { MatIconModule } from '@angular/material/icon';
import { catchError, of } from 'rxjs'; import { catchError, of } from 'rxjs';
import { CashierService } from '../cashier.service'; import { CashierService } from '../cashier.service';
import { businessToday } from 'app/core/utils/business-today';
interface RegisterRow { interface RegisterRow {
accountId: number; accountId: number;
@@ -84,7 +83,7 @@ export class AccountRegisterComponent implements OnInit {
/** Local date — toISOString() would shift the day in any timezone behind UTC. */ /** Local date — toISOString() would shift the day in any timezone behind UTC. */
private today(): string { private today(): string {
const d = businessToday(); const d = new Date();
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`; return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
} }
@@ -1,114 +0,0 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="pg">
<header class="pg-head">
<div>
<div class="pg-eyebrow">BRANCH OPERATIONS · BRANCH CASH POSITION</div>
<h1 class="pg-title">Branch Cash Position</h1>
<p class="pg-sub">
The notes and coins the branch holds, denomination by denomination: the vault plus every cashier's drawer. Cash
moving between the vault and a cashier nets out; deposits, withdrawals and exchanges change it.
</p>
</div>
</header>
<div class="pg-toolbar pg-toolbar--mat">
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>As of Date</mat-label>
<input matInput type="date" [value]="asOfDate" (change)="onDateChange($any($event.target).value)" />
</mat-form-field>
<button type="button" class="pg-btn pg-btn--primary" (click)="load()" [disabled]="loading">
<mat-icon>refresh</mat-icon> Refresh
</button>
</div>
@if (errorMsg) {
<div class="pg-empty bcp-error">{{ errorMsg }}</div>
}
@if (loading) {
<div class="pg-empty">Loading…</div>
}
@if (position; as p) {
<div class="bcp-totals">
<div class="bcp-total">
<span>Branch</span><strong>{{ p.officeName }}</strong>
</div>
<div class="bcp-total">
<span>Vault</span><strong>₹{{ p.vaultAmount | number: '1.2-2' }}</strong>
</div>
<div class="bcp-total">
<span>Cashiers' drawers</span><strong>₹{{ p.cashiersAmount | number: '1.2-2' }}</strong>
</div>
<div class="bcp-total bcp-total--main">
<span>Bank total</span><strong>₹{{ p.totalAmount | number: '1.2-2' }}</strong>
</div>
</div>
@if (!p.vaultHasBreakdown) {
<div class="pg-empty bcp-note">
No vault denomination breakdown was recorded on or before {{ p.asOfDate }}, so the vault column reads 0. Open
the business day with a note/coin count to start tracking it.
</div>
}
<ng-template #table let-rows let-label="label" let-coin="coin">
@if (rows.length > 0) {
<div class="pos-section-label" [class.pos-section-label--coin]="coin">{{ label }}</div>
<table class="pg-table">
<thead>
<tr>
<th>Denomination</th>
<th class="num">Vault</th>
<th class="num">Cashiers</th>
<th class="num">Bank total (count)</th>
<th class="num">Bank total (₹)</th>
<th class="num">Exchange today</th>
</tr>
</thead>
<tbody>
@for (d of rows; track d.denominationId) {
<tr>
<td>
<span class="pg-chip" [class.pg-chip--coin]="coin">₹{{ d.denominationValue }}</span>
</td>
<td class="num">{{ d.vaultCount }}</td>
<td class="num">{{ d.cashierCount }}</td>
<td class="num bcp-strong">{{ d.totalCount }}</td>
<td class="num">₹{{ d.totalAmount | number: '1.2-2' }}</td>
<td
class="num bcp-move"
[class.bcp-move--in]="d.exchangeNet > 0"
[class.bcp-move--out]="d.exchangeNet < 0"
>
{{ movement(d.exchangeNet) }}
</td>
</tr>
}
</tbody>
</table>
}
</ng-template>
<div class="pg-card bcp-card">
<ng-container
*ngTemplateOutlet="table; context: { $implicit: notes(), label: 'Notes', coin: false }"
></ng-container>
<ng-container
*ngTemplateOutlet="table; context: { $implicit: coins(), label: 'Coins', coin: true }"
></ng-container>
</div>
<p class="bcp-foot">
<strong>Exchange today</strong> is the notes taken in less the notes given out by cash exchanges on
{{ p.asOfDate }}. It is already part of the Cashiers column; it is shown beside the total so a change in the mix
can be seen.
</p>
}
</div>
@@ -1,82 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.bcp-error {
color: #dc2626;
}
.bcp-note {
margin-bottom: 12px;
text-align: left;
}
.bcp-totals {
display: flex;
flex-wrap: wrap;
gap: 12px;
margin-bottom: 14px;
}
.bcp-total {
flex: 1 1 180px;
padding: 12px 14px;
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 12px;
span {
display: block;
font-size: 11px;
font-weight: 600;
letter-spacing: 0.04em;
text-transform: uppercase;
color: #64748b;
}
strong {
font-size: 18px;
font-weight: 700;
color: #0f172a;
}
&--main {
background: #e6f4ee;
border-color: #1f7a4d;
strong {
color: #0f4f3c;
}
}
}
.bcp-card {
margin-bottom: 14px;
}
.bcp-strong {
font-weight: 700;
}
.bcp-move {
font-weight: 700;
color: #94a3b8;
&--in {
color: #16a34a;
}
&--out {
color: #dc2626;
}
}
.bcp-foot {
margin: 0;
font-size: 12px;
color: #64748b;
}
@@ -1,112 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Component, OnInit, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { MatIconModule } from '@angular/material/icon';
import { MatFormFieldModule } from '@angular/material/form-field';
import { MatInputModule } from '@angular/material/input';
import { of } from 'rxjs';
import { catchError } from 'rxjs/operators';
import { CashierService } from '../cashier.service';
import { businessToday } from 'app/core/utils/business-today';
interface BranchDenomRow {
denominationId: number;
denominationValue: number;
kind: string;
vaultCount: number;
cashierCount: number;
totalCount: number;
totalAmount: number;
/** Notes taken in less notes given out by exchanges on the day. */
exchangeNet: number;
}
interface BranchPosition {
officeId: number;
officeName: string;
asOfDate: string;
vaultHasBreakdown: boolean;
vaultAmount: number;
cashiersAmount: number;
totalAmount: number;
denominations: BranchDenomRow[];
}
/**
* What the branch holds, denomination by denomination: the vault plus every cashier's drawer. An exchange
* (a customer hands in 10 x ₹500 and leaves with 50 x ₹100) leaves the vault alone and changes a drawer, so
* it only shows up in this total -- +10 on ₹500, -50 on ₹100.
*/
@Component({
selector: 'mifosx-branch-cash-position',
templateUrl: './branch-cash-position.component.html',
styleUrls: [
'../cashier-shared.scss',
'../cashier-position/cashier-position.component.scss',
'./branch-cash-position.component.scss'
],
standalone: true,
imports: [
CommonModule,
MatIconModule,
MatFormFieldModule,
MatInputModule
]
})
export class BranchCashPositionComponent implements OnInit {
private service = inject(CashierService);
asOfDate = '';
loading = false;
errorMsg = '';
position: BranchPosition | null = null;
ngOnInit(): void {
const d = businessToday();
this.asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
this.load();
}
load(): void {
this.loading = true;
this.errorMsg = '';
this.position = null;
this.service
.branchCashPosition(this.asOfDate)
.pipe(catchError(() => of(null)))
.subscribe((data: BranchPosition | null) => {
this.loading = false;
if (!data) {
this.errorMsg = 'Could not load the branch cash position.';
return;
}
this.position = data;
});
}
onDateChange(value: string): void {
this.asOfDate = value;
this.load();
}
notes(): BranchDenomRow[] {
return (this.position?.denominations || []).filter((d) => d.kind !== 'coin');
}
coins(): BranchDenomRow[] {
return (this.position?.denominations || []).filter((d) => d.kind === 'coin');
}
/** "+10", "-50", or a dash when the day's exchanges did not touch the denomination. */
movement(net: number): string {
if (!net) return '—';
return net > 0 ? `+${net}` : `${net}`;
}
}
@@ -107,26 +107,11 @@
</span> </span>
</div> </div>
@if (canOperate) { @if (canOperate) {
<button <button type="button" class="pg-btn pg-btn--primary" (click)="startClose(openDay)">
type="button"
class="pg-btn pg-btn--primary"
(click)="startClose(openDay)"
[disabled]="interestPending.length > 0"
>
<mat-icon>lock</mat-icon> Close Day <mat-icon>lock</mat-icon> Close Day
</button> </button>
} }
</div> </div>
@if (interestPending.length > 0) {
<div class="bd-interest-alert">
<mat-icon>warning</mat-icon>
<span>
Savings interest posting report is not approved for <strong>{{ interestPending.join(', ') }}</strong
>. Approve it in <a routerLink="/reports/interest-posting">Reports → Interest Posting Reports</a> before
closing the day.
</span>
</div>
}
} @else if (loaded && canOperate) { } @else if (loaded && canOperate) {
<div class="bd-current bd-current--shut"> <div class="bd-current bd-current--shut">
<div class="bd-current__main"> <div class="bd-current__main">
@@ -352,51 +337,6 @@
</div> </div>
} }
<!-- Interest waiting to be posted as this branch closes. Posting runs as part of the close, so
anything unapproved stops it: the branch sees here what it has to approve and where, rather
than finding out from a refusal after filling in the whole count. -->
@if (preview?.fdInterestDue?.length) {
<div class="bd-calc bd-calc--fd">
<div class="bd-calc__head">
<mat-icon>savings</mat-icon>
<strong>Fixed deposit interest due today</strong>
</div>
@for (d of preview.fdInterestDue; track d.productId) {
<div class="bd-calc__row">
<span>
{{ d.productName }} · {{ d.fdType }} · {{ d.accountCount }} deposit(s)
@if (d.reportStatus === 'APPROVED' || d.reportStatus === 'POSTED') {
<span class="bd-fd-ok">{{ d.reportStatus }}</span>
} @else {
<span class="bd-fd-pending">{{ d.reportStatus === 'NONE' ? 'NO REPORT' : d.reportStatus }}</span>
}
</span>
<span class="bd-calc__amt">₹{{ d.totalInterest | number: '1.2-2' }}</span>
</div>
}
</div>
}
@if (preview?.fdInterestPending?.length) {
<div class="bd-warn">
<mat-icon>warning</mat-icon>
<div>
<strong>The day cannot be closed yet.</strong> Fixed deposit interest is not approved for:
{{ preview.fdInterestPending.join(', ') }}. Approve it under Reports → FD Interest Posting Reports, then
close the day. The user who generated a report cannot approve it.
</div>
</div>
}
@if (preview?.savingsInterestPending?.length) {
<div class="bd-warn">
<mat-icon>warning</mat-icon>
<div>
<strong>The day cannot be closed yet.</strong> Savings interest is not approved for:
{{ preview.savingsInterestPending.join(', ') }}. Approve it under Reports → Interest Posting Reports, then
close the day.
</div>
</div>
}
<!-- What every cash point under this branch is actually holding right now, fetched <!-- What every cash point under this branch is actually holding right now, fetched
automatically — so closing the day doesn't mean separately checking Vault Position and automatically — so closing the day doesn't mean separately checking Vault Position and
every cashier's own Cashier Position screen by hand. --> every cashier's own Cashier Position screen by hand. -->
@@ -195,75 +195,6 @@
font-size: 11px; font-size: 11px;
color: #94a3b8; color: #94a3b8;
} }
/* Names the block, for the interest panels that sit beside the cash arithmetic. */
&__head {
display: flex;
align-items: center;
gap: 6px;
margin-bottom: 6px;
padding-bottom: 6px;
border-bottom: 1px solid #e2e8f0;
font-size: 13px;
color: #0d1b2a;
mat-icon {
font-size: 18px;
width: 18px;
height: 18px;
color: #1d4ed8;
}
}
}
/* Interest is money leaving as the day closes, not cash counted in the drawer. */
.bd-calc--fd {
border-left: 3px solid #1d4ed8;
}
.bd-fd-ok,
.bd-fd-pending {
display: inline-block;
margin-left: 6px;
padding: 1px 7px;
border-radius: 999px;
font-size: 10px;
font-weight: 700;
letter-spacing: 0.02em;
}
.bd-fd-ok {
background: #dcfce7;
color: #15803d;
}
.bd-fd-pending {
background: #fef3c7;
color: #b45309;
}
/* Why the close will be refused, said before the count is filled in rather than after. */
.bd-warn {
display: flex;
align-items: flex-start;
gap: 8px;
max-width: 640px;
margin-bottom: 14px;
padding: 10px 14px;
background: #fffbeb;
border: 1px solid #fcd34d;
border-radius: 8px;
font-size: 12px;
line-height: 1.5;
color: #78350f;
mat-icon {
flex-shrink: 0;
font-size: 20px;
width: 20px;
height: 20px;
color: #b45309;
}
} }
.bd-hint { .bd-hint {
@@ -441,30 +372,3 @@
color: #d97706; color: #d97706;
} }
} }
// Shown under the open day while a savings interest posting report due today is unapproved.
.bd-interest-alert {
display: flex;
align-items: flex-start;
gap: 8px;
margin: 8px 0 12px;
padding: 10px 14px;
border: 1px solid #f59e0b;
border-radius: 8px;
background: #fef3c7;
color: #92400e;
font-size: 13px;
mat-icon {
flex-shrink: 0;
font-size: 20px;
width: 20px;
height: 20px;
}
a {
color: inherit;
font-weight: 600;
text-decoration: underline;
}
}
@@ -189,23 +189,6 @@ export class BranchDayComponent implements OnInit {
return this.totalOf(this.closeCounts); return this.totalOf(this.closeCounts);
} }
/**
* Savings products whose interest posting report is due today and not yet approved. The close is
* refused by the backend while any is pending; this only says so before the user tries.
*/
interestPending: string[] = [];
private checkInterestReports(): void {
if (!this.openDay?.businessDate) {
this.interestPending = [];
return;
}
this.service
.interestDayCloseCheck(this.openDay.businessDate, this.openDay.officeId)
.pipe(catchError(() => of(null)))
.subscribe((res) => (this.interestPending = res?.pendingProducts ?? []));
}
load(): void { load(): void {
this.loading = true; this.loading = true;
this.errorMsg = ''; this.errorMsg = '';
@@ -227,7 +210,6 @@ export class BranchDayComponent implements OnInit {
this.canOperate = !!res?.canOperate; this.canOperate = !!res?.canOperate;
this.openDate = this.today; this.openDate = this.today;
this.checkFirstOpenCashMigration(); this.checkFirstOpenCashMigration();
this.checkInterestReports();
}); });
this.service this.service
@@ -11,7 +11,6 @@ import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms'; import { FormsModule } from '@angular/forms';
import { AuthenticationService } from '../../core/authentication/authentication.service'; import { AuthenticationService } from '../../core/authentication/authentication.service';
import { ExportSheetSpec, exportWorkbook } from '../cashier-export'; import { ExportSheetSpec, exportWorkbook } from '../cashier-export';
import { businessToday } from 'app/core/utils/business-today';
interface SummaryRow { interface SummaryRow {
code: string; code: string;
@@ -1317,7 +1316,7 @@ export class CashClearingTransferSummaryComponent {
private dateTag = '2607'; private dateTag = '2607';
constructor() { constructor() {
const d = businessToday(); const d = new Date();
this.asOnDate = `${String(d.getDate()).padStart(2, '0')}-${String(d.getMonth() + 1).padStart(2, '0')}-${d.getFullYear()}`; this.asOnDate = `${String(d.getDate()).padStart(2, '0')}-${String(d.getMonth() + 1).padStart(2, '0')}-${d.getFullYear()}`;
this.dateTag = `${String(d.getFullYear()).slice(-2)}${String(d.getMonth() + 1).padStart(2, '0')}`; this.dateTag = `${String(d.getFullYear()).slice(-2)}${String(d.getMonth() + 1).padStart(2, '0')}`;
@@ -22,255 +22,50 @@
</div> </div>
</header> </header>
<!-- ── Cashier: whose drawer takes the customer's notes and gives the change ── --> <!-- ── Customer Info Bar ── -->
@if (cashier) { <div class="cx-customer-bar">
<section class="cx-cashier">
<div class="cx-avatar cx-avatar--sm">{{ cashierInitials }}</div>
<div class="cx-cashier__id">
<div class="cx-cashier__label">Cashier at the counter</div>
<div class="cx-cashier__name">{{ cashier.name || '—' }}</div>
<div class="cx-cashier__flow">
<span><mat-icon>south</mat-icon> Receives from customer</span>
<span><mat-icon>north</mat-icon> Gives to customer</span>
</div>
</div>
<div class="cx-cashier__stats">
<div>
<span>Counter</span><strong>{{ cashier.tellerName || '—' }}</strong>
</div>
<div>
<span>Branch</span><strong>{{ cashier.officeName || '—' }}</strong>
</div>
<div>
<span>Allocated today</span
><strong>{{
cashier.allocatedAmount === null ? '—' : '₹' + (cashier.allocatedAmount | number: '1.2-2')
}}</strong>
</div>
<div>
<span>Cash in hand</span><strong>₹{{ cashier.totalAmount | number: '1.2-2' }}</strong>
</div>
</div>
</section>
} @else if (noCashier) {
<section class="cx-cashier cx-cashier--none">
<mat-icon>person_off</mat-icon>
<div>
<div class="cx-cashier__name">Your login is not linked to a cashier</div>
<div class="cx-cashier__label">
A cash exchange moves notes in and out of a cashier's drawer, so it can only be recorded by a cashier. Log in
as a cashier to continue.
</div>
</div>
</section>
}
<!-- ── Customer: an existing client (details from their record) or a walk-in identified at the counter ── -->
<section class="cx-cust">
<header class="cx-cust__head">
<div class="cx-cust__title">
<span class="cx-cust__title-icon"><mat-icon>groups</mat-icon></span>
<div>
<div class="cx-cust__title-text">Customer</div>
<div class="cx-cust__title-sub">Who is exchanging cash at the counter</div>
</div>
</div>
<div class="cx-cust__modes" role="tablist" aria-label="Customer type">
<button
type="button"
role="tab"
class="cx-cust__mode"
[class.cx-cust__mode--active]="customerMode === 'existing'"
[attr.aria-selected]="customerMode === 'existing'"
(click)="setCustomerMode('existing')"
>
<mat-icon>badge</mat-icon> Existing Customer
</button>
<button
type="button"
role="tab"
class="cx-cust__mode"
[class.cx-cust__mode--active]="customerMode === 'walkin'"
[attr.aria-selected]="customerMode === 'walkin'"
(click)="setCustomerMode('walkin')"
>
<mat-icon>person_outline</mat-icon> Walk-in Customer
</button>
</div>
</header>
<div class="cx-cust__body">
<!-- Who -->
<div class="cx-cust__who">
@if (customerMode === 'existing') {
@if (loadingCustomer) {
<div class="cx-cust__empty">
<mat-icon class="cx-cust__empty-icon cx-spin">autorenew</mat-icon>
<div class="cx-cust__empty-title">Loading customer details…</div>
</div>
} @else if (!selectedCustomer) {
<div class="cx-cust__empty">
<mat-icon class="cx-cust__empty-icon">person_search</mat-icon>
<div class="cx-cust__empty-title">No customer selected</div>
<div class="cx-cust__empty-sub">Search by name, account no., PAN or Aadhaar</div>
<button type="button" class="cx-btn cx-btn--primary" (click)="openCustomerSearch()">
<mat-icon>search</mat-icon> Search Customer
</button>
</div>
} @else {
<div class="cx-cust__card">
<div class="cx-cust__card-top">
<div class="cx-avatar">{{ customerInitials }}</div>
<div class="cx-cust__card-id">
<div class="cx-cust__name">{{ selectedCustomer.displayName }}</div>
<div class="cx-cust__badges">
<span
class="cx-kyc"
[class.cx-kyc--ok]="selectedCustomer.kycStatus === 'Verified'"
[class.cx-kyc--warn]="selectedCustomer.kycStatus !== 'Verified'"
>
<mat-icon>{{
selectedCustomer.kycStatus === 'Verified' ? 'verified_user' : 'gpp_maybe'
}}</mat-icon>
KYC: {{ selectedCustomer.kycStatus }}
</span>
@if (selectedCustomer.accountType) {
<span class="cx-chip-tag">{{ selectedCustomer.accountType }}</span>
}
</div>
</div>
<div class="cx-cust__card-actions">
<button type="button" class="cx-link-btn" (click)="openCustomerSearch()">
<mat-icon>swap_horiz</mat-icon> Change
</button>
<button type="button" class="cx-link-btn cx-link-btn--danger" (click)="clearCustomer()">
<mat-icon>close</mat-icon> Remove
</button>
</div>
</div>
<div class="cx-cust__grid">
<div>
<span>CIF No.</span><strong>{{ selectedCustomer.cifNumber || '—' }}</strong>
</div>
<div>
<span>Client ID</span><strong>{{ selectedCustomer.clientId }}</strong>
</div>
<div>
<span>Mobile</span><strong>{{ selectedCustomer.mobileNo || '—' }}</strong>
</div>
<div>
<span>Branch</span><strong>{{ selectedCustomer.officeName || '—' }}</strong>
</div>
<div>
<span>Account</span><strong>{{ selectedCustomer.accountNo || 'No account' }}</strong>
</div>
<div>
<span>PAN on record</span>
<strong>
{{ selectedCustomer.kycPan || 'Not on record' }}
@if (selectedCustomer.kycPan) {
<span
class="cx-kyc cx-kyc--sm"
[class.cx-kyc--ok]="selectedCustomer.panVerified"
[class.cx-kyc--warn]="!selectedCustomer.panVerified"
>{{ selectedCustomer.panVerified ? 'Verified' : 'Not verified' }}</span
>
}
</strong>
</div>
</div>
</div>
}
} @else {
<div class="cx-cust__walkin">
<label class="cx-field">
<span>Customer Name{{ needsPan ? ' *' : '' }}</span>
<input
type="text"
[value]="walkInName"
(input)="walkInName = $any($event.target).value"
placeholder="Full name as on ID"
maxlength="150"
autocomplete="off"
/>
</label>
<label class="cx-field">
<span>Mobile</span>
<input
type="tel"
inputmode="numeric"
[value]="walkInMobile"
(input)="walkInMobile = $any($event.target).value"
placeholder="10-digit mobile number"
maxlength="15"
autocomplete="off"
/>
</label>
</div>
}
</div>
<!-- PAN -->
<div <div
class="cx-pan" class="cx-customer-toggle"
[class.cx-pan--required]="panMissing" [class.cx-customer-toggle--active]="isAccountHolder"
[class.cx-pan--invalid]="panFormatInvalid" (click)="toggleAccountHolder()"
[class.cx-pan--valid]="panValue && !panFormatInvalid"
> >
<div class="cx-pan__head"> <mat-icon>{{ isAccountHolder ? 'check_box' : 'check_box_outline_blank' }}</mat-icon>
<mat-icon>credit_card</mat-icon> <span>Account Holder</span>
<span class="cx-pan__label">PAN Card</span>
<span class="cx-pan__tag" [class.cx-pan__tag--on]="needsPan">{{ needsPan ? 'Mandatory' : 'Optional' }}</span>
</div> </div>
<div class="cx-pan__input">
@if (isAccountHolder) {
<label class="cx-field cx-field--inline">
<span>Account No.</span>
<input <input
type="text" type="text"
[value]="panNumber" [value]="accountNo"
(input)="panNumber = $any($event.target).value.toUpperCase()" (input)="accountNo = $any($event.target).value"
placeholder="ABCDE1234F" placeholder="e.g. 000101234567"
maxlength="10"
autocomplete="off"
spellcheck="false"
aria-label="PAN number"
/> />
@if (panValue && !panFormatInvalid) { </label>
<mat-icon class="cx-pan__state cx-pan__state--ok">check_circle</mat-icon>
} @else if (panFormatInvalid) {
<mat-icon class="cx-pan__state cx-pan__state--bad">error</mat-icon>
}
</div>
<div class="cx-pan__hint">
@if (panFormatInvalid) {
PAN is 5 letters, 4 digits, 1 letter (e.g. ABCDE1234F).
} @else if (panFromKyc) {
<mat-icon>link</mat-icon> Fetched from the customer's KYC record.
} @else if (panMissing) {
Required: this exchange is above ₹50,000 (Income Tax Rule 114B / RBI).
} @else { } @else {
Mandatory for exchanges above ₹50,000. <span class="cx-walk-in"><mat-icon>person_outline</mat-icon> Walk-in Customer</span>
}
@if (needsIdProof) {
<div class="cx-pan-required">
<mat-icon>warning</mat-icon>
<span>Amount ≥ ₹50,000 — Customer PAN / Aadhaar required (RBI)</span>
</div>
<label class="cx-field cx-field--inline cx-field--pan">
<span>PAN / Aadhaar *</span>
<input
type="text"
[value]="customerIdProof"
(input)="customerIdProof = $any($event.target).value"
placeholder="ABCDE1234F"
maxlength="20"
/>
</label>
} }
</div> </div>
</div>
</div>
</section>
<div class="cx-cols"> <div class="cx-cols">
<!-- The cashier's count of a denomination and what this exchange does to it, updated as counts are typed. -->
<ng-template #drawerCell let-d="d">
@if (availableFor(d) === null) {
—
} @else {
In drawer <strong>{{ availableFor(d) }}</strong>
@if (netFor(d) !== 0) {
<span class="cx-after">
<mat-icon>{{ netFor(d) > 0 ? 'trending_up' : 'trending_down' }}</mat-icon>
<strong>{{ drawerAfter(d) }}</strong>
<small>({{ netFor(d) > 0 ? '+' : '' }}{{ netFor(d) }})</small>
</span>
}
}
</ng-template>
<!-- RECEIVED --> <!-- RECEIVED -->
<section class="cx-col cx-col--received"> <section class="cx-col cx-col--received">
<header class="cx-col-head"> <header class="cx-col-head">
@@ -283,7 +78,7 @@
<div class="cx-subhead">Bank Notes</div> <div class="cx-subhead">Bank Notes</div>
} }
@for (d of notes; track d.id) { @for (d of notes; track d.id) {
<div class="cx-row cx-row--stock"> <div class="cx-row">
<span class="cx-chip">{{ d.label }}</span> <span class="cx-chip">{{ d.label }}</span>
<div class="cx-step"> <div class="cx-step">
<button type="button" (click)="bump('r', d, -1)" [disabled]="countFor('r', d) === 0">−</button> <button type="button" (click)="bump('r', d, -1)" [disabled]="countFor('r', d) === 0">−</button>
@@ -295,9 +90,6 @@
/> />
<button type="button" (click)="bump('r', d, 1)">+</button> <button type="button" (click)="bump('r', d, 1)">+</button>
</div> </div>
<span class="cx-avail" [class.cx-avail--up]="netFor(d) > 0" [class.cx-avail--down]="netFor(d) < 0">
<ng-container *ngTemplateOutlet="drawerCell; context: { d: d }"></ng-container>
</span>
<span class="cx-amt" [class.cx-amt--zero]="countFor('r', d) === 0" <span class="cx-amt" [class.cx-amt--zero]="countFor('r', d) === 0"
>₹{{ subtotal('r', d) | number: '1.2-2' }}</span >₹{{ subtotal('r', d) | number: '1.2-2' }}</span
> >
@@ -307,7 +99,7 @@
<div class="cx-subhead">Coins</div> <div class="cx-subhead">Coins</div>
} }
@for (d of coins; track d.id) { @for (d of coins; track d.id) {
<div class="cx-row cx-row--stock"> <div class="cx-row">
<span class="cx-chip cx-chip--coin">{{ d.label }}</span> <span class="cx-chip cx-chip--coin">{{ d.label }}</span>
<div class="cx-step"> <div class="cx-step">
<button type="button" (click)="bump('r', d, -1)" [disabled]="countFor('r', d) === 0">−</button> <button type="button" (click)="bump('r', d, -1)" [disabled]="countFor('r', d) === 0">−</button>
@@ -319,9 +111,6 @@
/> />
<button type="button" (click)="bump('r', d, 1)">+</button> <button type="button" (click)="bump('r', d, 1)">+</button>
</div> </div>
<span class="cx-avail" [class.cx-avail--up]="netFor(d) > 0" [class.cx-avail--down]="netFor(d) < 0">
<ng-container *ngTemplateOutlet="drawerCell; context: { d: d }"></ng-container>
</span>
<span class="cx-amt" [class.cx-amt--zero]="countFor('r', d) === 0" <span class="cx-amt" [class.cx-amt--zero]="countFor('r', d) === 0"
>₹{{ subtotal('r', d) | number: '1.2-2' }}</span >₹{{ subtotal('r', d) | number: '1.2-2' }}</span
> >
@@ -342,7 +131,7 @@
<div class="cx-subhead">Bank Notes</div> <div class="cx-subhead">Bank Notes</div>
} }
@for (d of notes; track d.id) { @for (d of notes; track d.id) {
<div class="cx-row cx-row--stock" [class.cx-row--over]="exceedsAvailable(d)"> <div class="cx-row">
<span class="cx-chip">{{ d.label }}</span> <span class="cx-chip">{{ d.label }}</span>
<div class="cx-step"> <div class="cx-step">
<button type="button" (click)="bump('g', d, -1)" [disabled]="countFor('g', d) === 0">−</button> <button type="button" (click)="bump('g', d, -1)" [disabled]="countFor('g', d) === 0">−</button>
@@ -352,16 +141,8 @@
[value]="countFor('g', d)" [value]="countFor('g', d)"
(input)="onChange('g', d, $any($event.target).value)" (input)="onChange('g', d, $any($event.target).value)"
/> />
<button type="button" (click)="bump('g', d, 1)" [disabled]="!canGiveMore(d)">+</button> <button type="button" (click)="bump('g', d, 1)">+</button>
</div> </div>
<span
class="cx-avail"
[class.cx-avail--up]="netFor(d) > 0"
[class.cx-avail--down]="netFor(d) < 0"
[class.cx-avail--over]="exceedsAvailable(d)"
>
<ng-container *ngTemplateOutlet="drawerCell; context: { d: d }"></ng-container>
</span>
<span class="cx-amt" [class.cx-amt--zero]="countFor('g', d) === 0" <span class="cx-amt" [class.cx-amt--zero]="countFor('g', d) === 0"
>₹{{ subtotal('g', d) | number: '1.2-2' }}</span >₹{{ subtotal('g', d) | number: '1.2-2' }}</span
> >
@@ -371,7 +152,7 @@
<div class="cx-subhead">Coins</div> <div class="cx-subhead">Coins</div>
} }
@for (d of coins; track d.id) { @for (d of coins; track d.id) {
<div class="cx-row cx-row--stock" [class.cx-row--over]="exceedsAvailable(d)"> <div class="cx-row">
<span class="cx-chip cx-chip--coin">{{ d.label }}</span> <span class="cx-chip cx-chip--coin">{{ d.label }}</span>
<div class="cx-step"> <div class="cx-step">
<button type="button" (click)="bump('g', d, -1)" [disabled]="countFor('g', d) === 0">−</button> <button type="button" (click)="bump('g', d, -1)" [disabled]="countFor('g', d) === 0">−</button>
@@ -381,16 +162,8 @@
[value]="countFor('g', d)" [value]="countFor('g', d)"
(input)="onChange('g', d, $any($event.target).value)" (input)="onChange('g', d, $any($event.target).value)"
/> />
<button type="button" (click)="bump('g', d, 1)" [disabled]="!canGiveMore(d)">+</button> <button type="button" (click)="bump('g', d, 1)">+</button>
</div> </div>
<span
class="cx-avail"
[class.cx-avail--up]="netFor(d) > 0"
[class.cx-avail--down]="netFor(d) < 0"
[class.cx-avail--over]="exceedsAvailable(d)"
>
<ng-container *ngTemplateOutlet="drawerCell; context: { d: d }"></ng-container>
</span>
<span class="cx-amt" [class.cx-amt--zero]="countFor('g', d) === 0" <span class="cx-amt" [class.cx-amt--zero]="countFor('g', d) === 0"
>₹{{ subtotal('g', d) | number: '1.2-2' }}</span >₹{{ subtotal('g', d) | number: '1.2-2' }}</span
> >
@@ -400,30 +173,6 @@
</section> </section>
</div> </div>
<!-- What this exchange does to the cashier's drawer, denomination by denomination. -->
@if (impactRows.length) {
<div class="cx-impact">
<div class="cx-impact__title"><mat-icon>inventory_2</mat-icon> Drawer after this exchange</div>
<div class="cx-impact__chips">
@for (r of impactRows; track r.id) {
<span
class="cx-impact__chip"
[class.cx-impact__chip--up]="r.net > 0"
[class.cx-impact__chip--down]="r.net < 0"
>
<b>{{ r.label }}</b>
{{ r.before }} → {{ r.after }}
<em>({{ r.net > 0 ? '+' : '' }}{{ r.net }})</em>
</span>
}
</div>
<div class="cx-impact__note">
The branch's total for each denomination moves by the same amount; the vault is not touched (Branch Ops → Branch
Cash Position).
</div>
</div>
}
<div class="cx-summary"> <div class="cx-summary">
<div class="cx-sum"> <div class="cx-sum">
<span>Received</span><strong>₹{{ receivedTotal | number: '1.2-2' }}</strong> <span>Received</span><strong>₹{{ receivedTotal | number: '1.2-2' }}</strong>
@@ -464,15 +213,9 @@
</div> </div>
</div> </div>
} }
@if (panMissing) { @if (needsIdProof && !customerIdProof.trim()) {
<div class="cx-warn cx-warn--pan"> <div class="cx-warn cx-warn--pan">
<mat-icon>badge</mat-icon> Enter the customer's PAN to proceed (amount above ₹50,000). <mat-icon>badge</mat-icon> Enter customer PAN / Aadhaar to proceed (amount ≥ ₹50,000).
</div>
}
@if (!customerIdentified && !loadingCustomer) {
<div class="cx-warn cx-warn--pan">
<mat-icon>person_search</mat-icon>
{{ customerMode === 'existing' ? 'Search and select the customer.' : "Enter the walk-in customer's name." }}
</div> </div>
} }
@@ -73,584 +73,99 @@
} }
} }
/* ── Customer: existing client or walk-in, plus PAN ── */ /* ── Customer info bar ── */
.cx-cust { .cx-customer-bar {
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 14px;
box-shadow: 0 1px 2px rgb(15 23 42 / 4%);
overflow: hidden;
&__head {
display: flex; display: flex;
align-items: center; align-items: center;
justify-content: space-between;
flex-wrap: wrap;
gap: 12px; gap: 12px;
padding: 12px 16px; padding: 10px 14px;
background: linear-gradient(180deg, #f8fafc, #f1f5f9); background: #f8fafc;
border-bottom: 1px solid #e2e8f0; border: 1px solid #e2e8f0;
border-radius: 10px;
flex-wrap: wrap;
} }
&__title { .cx-customer-toggle {
display: flex; display: flex;
align-items: center; align-items: center;
gap: 10px;
}
&__title-icon {
display: grid;
place-items: center;
width: 36px;
height: 36px;
border-radius: 10px;
background: #e6f4ee;
color: #0f4f3c;
mat-icon {
font-size: 20px;
width: 20px;
height: 20px;
}
}
&__title-text {
font-size: 14px;
font-weight: 700;
color: #0f172a;
}
&__title-sub {
font-size: 12px;
color: #64748b;
}
&__modes {
display: inline-flex;
padding: 3px;
background: #e2e8f0;
border-radius: 10px;
}
&__mode {
display: inline-flex;
align-items: center;
gap: 6px; gap: 6px;
height: 32px;
padding: 0 14px;
border: 0;
border-radius: 8px;
background: transparent;
font-size: 13px; font-size: 13px;
font-weight: 600; font-weight: 600;
color: #475569; color: #475569;
cursor: pointer; cursor: pointer;
transition: user-select: none;
background 0.15s ease,
color 0.15s ease;
mat-icon { mat-icon {
font-size: 18px; font-size: 20px;
width: 18px; height: 20px;
height: 18px; width: 20px;
}
&:hover {
color: #0f172a;
}
&--active,
&--active:hover {
background: #fff;
color: #0f4f3c;
box-shadow: 0 1px 3px rgb(15 23 42 / 15%);
}
}
&__body {
display: grid;
grid-template-columns: minmax(0, 1.7fr) minmax(260px, 1fr);
gap: 16px;
padding: 16px;
}
&__who {
min-width: 0;
}
/* Nothing picked yet, or loading */
&__empty {
display: flex;
flex-direction: column;
align-items: center;
justify-content: center;
gap: 4px;
min-height: 150px;
padding: 20px;
text-align: center;
background: #f8fafc;
border: 1.5px dashed #cbd5e1;
border-radius: 12px;
}
&__empty-icon {
font-size: 36px;
width: 36px;
height: 36px;
color: #94a3b8; color: #94a3b8;
} }
&__empty-title { &--active {
font-size: 14px; color: #1e40af;
font-weight: 600;
color: #334155; mat-icon {
color: #1e40af;
}
}
} }
&__empty-sub { .cx-walk-in {
margin-bottom: 8px; display: flex;
align-items: center;
gap: 4px;
font-size: 12px; font-size: 12px;
color: #64748b; color: #64748b;
}
/* A picked client */ mat-icon {
&__card {
padding: 14px;
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 12px;
}
&__card-top {
display: flex;
align-items: center;
flex-wrap: wrap;
gap: 12px;
}
&__card-id {
flex: 1 1 180px;
min-width: 0;
}
&__name {
font-size: 16px; font-size: 16px;
font-weight: 700; height: 16px;
color: #0f172a; width: 16px;
overflow-wrap: anywhere; }
} }
&__badges { .cx-pan-required {
display: flex; display: flex;
align-items: center; align-items: center;
flex-wrap: wrap;
gap: 6px; gap: 6px;
margin-top: 4px; padding: 4px 10px;
}
&__card-actions {
display: flex;
gap: 4px;
}
&__grid {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(150px, 1fr));
gap: 12px 16px;
margin-top: 12px;
padding-top: 12px;
border-top: 1px dashed #e2e8f0;
span {
display: block;
margin-bottom: 2px;
font-size: 11px;
color: #64748b;
}
strong {
font-size: 13px;
font-weight: 600;
color: #0f172a;
}
}
/* A walk-in, identified at the counter */
&__walkin {
display: grid;
grid-template-columns: 1fr 1fr;
gap: 12px;
.cx-field {
font-size: 12px;
}
.cx-field input {
width: 100%;
height: 40px;
box-sizing: border-box;
}
}
.cx-field input:focus {
outline: none;
border-color: #1f7a4d;
box-shadow: 0 0 0 3px rgb(31 122 77 / 15%);
}
}
.cx-avatar {
display: grid;
place-items: center;
flex: 0 0 auto;
width: 44px;
height: 44px;
border-radius: 50%;
background: linear-gradient(135deg, #1f7a4d, #0f4f3c);
font-size: 15px;
font-weight: 700;
letter-spacing: 0.02em;
color: #fff;
&--sm {
width: 40px;
height: 40px;
font-size: 14px;
}
}
/* The cashier at the counter, or why there is none */
.cx-cashier {
display: flex;
align-items: center;
flex-wrap: wrap;
gap: 14px 20px;
padding: 12px 16px;
background: #fff;
border: 1px solid #e2e8f0;
border-left: 4px solid #1f7a4d;
border-radius: 14px;
box-shadow: 0 1px 2px rgb(15 23 42 / 4%);
&__id {
flex: 1 1 220px;
min-width: 0;
}
&__label {
font-size: 11px;
font-weight: 600;
letter-spacing: 0.04em;
text-transform: uppercase;
color: #64748b;
}
&__name {
font-size: 16px;
font-weight: 700;
color: #0f172a;
}
&__flow {
display: flex;
flex-wrap: wrap;
gap: 4px 14px;
margin-top: 2px;
font-size: 12px;
color: #475569;
span {
display: inline-flex;
align-items: center;
gap: 2px;
}
mat-icon {
font-size: 14px;
width: 14px;
height: 14px;
color: #94a3b8;
}
}
&__stats {
display: flex;
flex-wrap: wrap;
gap: 10px 28px;
span {
display: block;
font-size: 11px;
color: #64748b;
}
strong {
font-size: 14px;
font-weight: 600;
color: #0f172a;
}
}
&--none {
background: #fffbeb; background: #fffbeb;
border-color: #fcd34d; border: 1px solid #fcd34d;
border-left-color: #d97706; border-radius: 6px;
font-size: 12px;
font-weight: 600;
color: #92400e;
mat-icon { mat-icon {
font-size: 16px;
height: 16px;
width: 16px;
color: #d97706; color: #d97706;
} }
.cx-cashier__label {
font-weight: 500;
letter-spacing: 0;
text-transform: none;
color: #92400e;
}
}
} }
.cx-kyc { .cx-field--inline {
display: inline-flex; flex-direction: row;
align-items: center;
gap: 4px;
padding: 2px 8px;
border-radius: 999px;
font-size: 11px;
font-weight: 600;
mat-icon {
font-size: 14px;
width: 14px;
height: 14px;
}
&--ok {
background: #dcfce7;
color: #166534;
}
&--warn {
background: #fef3c7;
color: #92400e;
}
&--sm {
margin-left: 6px;
padding: 1px 6px;
font-size: 10px;
}
}
.cx-chip-tag {
padding: 2px 8px;
border-radius: 6px;
background: #eef2ff;
font-size: 11px;
font-weight: 600;
color: #3730a3;
}
.cx-link-btn {
display: inline-flex;
align-items: center;
gap: 4px;
height: 30px;
padding: 0 10px;
border: 0;
border-radius: 8px;
background: transparent;
font-size: 12px;
font-weight: 600;
color: #1e40af;
cursor: pointer;
mat-icon {
font-size: 16px;
width: 16px;
height: 16px;
}
&:hover {
background: #eff6ff;
}
&--danger {
color: #b91c1c;
&:hover {
background: #fef2f2;
}
}
}
/* PAN: neutral until needed, amber when required and missing, red when malformed, green when valid */
.cx-pan {
display: flex;
flex-direction: column;
align-self: start;
gap: 8px;
padding: 14px;
background: #f8fafc;
border: 1px solid #e2e8f0;
border-radius: 12px;
&__head {
display: flex;
align-items: center; align-items: center;
gap: 8px; gap: 8px;
mat-icon { span {
font-size: 20px; white-space: nowrap;
width: 20px;
height: 20px;
color: #475569;
} }
}
&__label {
font-size: 13px;
font-weight: 700;
color: #0f172a;
}
&__tag {
margin-left: auto;
padding: 2px 8px;
border-radius: 999px;
background: #e2e8f0;
font-size: 11px;
font-weight: 600;
color: #475569;
&--on {
background: #fef3c7;
color: #92400e;
}
}
&__input {
position: relative;
input { input {
width: 100%; width: 180px;
height: 44px;
box-sizing: border-box;
padding: 0 40px 0 12px;
background: #fff;
border: 1.5px solid #cbd5e1;
border-radius: 10px;
font-family: ui-monospace, sfmono-regular, menlo, consolas, monospace;
font-size: 18px;
font-weight: 600;
letter-spacing: 0.18em;
text-transform: uppercase;
color: #0f172a;
&::placeholder {
font-weight: 500;
color: #cbd5e1;
} }
}
.cx-field--pan input {
width: 160px;
border-color: #fcd34d;
&:focus { &:focus {
outline: none; outline: none;
border-color: #1f7a4d; border-color: #d97706;
box-shadow: 0 0 0 3px rgb(31 122 77 / 15%);
}
}
}
&__state {
position: absolute;
top: 50%;
right: 10px;
transform: translateY(-50%);
font-size: 22px;
width: 22px;
height: 22px;
&--ok {
color: #16a34a;
}
&--bad {
color: #dc2626;
}
}
&__hint {
display: flex;
align-items: center;
gap: 4px;
font-size: 12px;
color: #64748b;
mat-icon {
font-size: 14px;
width: 14px;
height: 14px;
}
}
&--required {
background: #fffbeb;
border-color: #fcd34d;
.cx-pan__input input {
border-color: #f59e0b;
}
.cx-pan__hint {
font-weight: 600;
color: #92400e;
}
}
&--invalid {
background: #fef2f2;
border-color: #fecaca;
.cx-pan__input input {
border-color: #ef4444;
}
.cx-pan__hint {
font-weight: 600;
color: #b91c1c;
}
}
&--valid {
background: #f0fdf4;
border-color: #bbf7d0;
.cx-pan__input input {
border-color: #22c55e;
}
.cx-pan__hint {
color: #166534;
}
}
}
.cx-spin {
animation: cx-spin 1s linear infinite;
}
@keyframes cx-spin {
to {
transform: rotate(360deg);
}
}
@media (width <= 900px) {
.cx-cust__body {
grid-template-columns: 1fr;
}
}
@media (width <= 600px) {
.cx-cust__walkin {
grid-template-columns: 1fr;
} }
} }
@@ -830,129 +345,6 @@
border-bottom: 1px dotted #eef2f7; border-bottom: 1px dotted #eef2f7;
} }
/* Both sides: the cashier's count of each denomination sits between the counter and the amount. */
.cx-row--stock {
grid-template-columns: 64px 120px 1fr 96px;
}
.cx-row--over {
background: #fef2f2;
}
.cx-avail {
padding-left: 6px;
font-size: 12px;
color: #64748b;
strong {
font-weight: 700;
color: #0f172a;
}
/* the count after this exchange: green when it goes up, red when it goes down */
.cx-after {
display: inline-flex;
align-items: center;
gap: 3px;
margin-left: 6px;
font-weight: 600;
mat-icon {
font-size: 16px;
width: 16px;
height: 16px;
}
small {
font-size: 11px;
}
}
&--up .cx-after,
&--up .cx-after strong {
color: #15803d;
}
&--down .cx-after,
&--down .cx-after strong {
color: #b45309;
}
&--over,
&--over strong,
&--over .cx-after,
&--over .cx-after strong {
color: #b91c1c;
}
}
/* The drawer after the whole exchange, one chip per denomination it changes */
.cx-impact {
padding: 12px 14px;
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 12px;
&__title {
display: flex;
align-items: center;
gap: 6px;
margin-bottom: 8px;
font-size: 13px;
font-weight: 700;
color: #0f172a;
mat-icon {
font-size: 18px;
width: 18px;
height: 18px;
color: #475569;
}
}
&__chips {
display: flex;
flex-wrap: wrap;
gap: 8px;
}
&__chip {
display: inline-flex;
align-items: center;
gap: 6px;
padding: 5px 10px;
border-radius: 8px;
background: #f1f5f9;
font-size: 12px;
color: #334155;
b {
font-weight: 700;
}
em {
font-style: normal;
font-weight: 700;
}
&--up {
background: #dcfce7;
color: #166534;
}
&--down {
background: #fef3c7;
color: #92400e;
}
}
&__note {
margin-top: 8px;
font-size: 11px;
color: #64748b;
}
}
.cx-chip { .cx-chip {
display: inline-flex; display: inline-flex;
align-items: center; align-items: center;
@@ -11,16 +11,7 @@ import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms'; import { FormsModule } from '@angular/forms';
import { MatIconModule } from '@angular/material/icon'; import { MatIconModule } from '@angular/material/icon';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar'; import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { MatDialog, MatDialogModule } from '@angular/material/dialog';
import { forkJoin, of } from 'rxjs';
import { catchError } from 'rxjs/operators';
import { CashierService } from '../cashier.service'; import { CashierService } from '../cashier.service';
import { ClientsService } from 'app/clients/clients.service';
import {
CustomerSearchDialogComponent,
CustomerSearchResult
} from 'app/shared/customer-search-dialog/customer-search-dialog.component';
import { businessToday } from 'app/core/utils/business-today';
interface Denom { interface Denom {
id: number; id: number;
@@ -29,47 +20,6 @@ interface Denom {
label: string; label: string;
} }
/** An existing client picked through Customer Search, with what the counter needs to identify them. */
interface SelectedCustomer {
clientId: number;
displayName: string;
cifNumber: string | null;
mobileNo: string | null;
officeName: string | null;
accountNo: string | null;
accountType: string | null;
/** PAN on the client's KYC record, if any. */
kycPan: string | null;
panVerified: boolean;
kycStatus: string;
}
/** The cashier at the counter: the one who takes the customer's notes and hands over the change. */
interface CashierInfo {
cashierId: number;
name: string;
tellerName: string | null;
officeName: string | null;
/** Cash the vault allocated to them for the day, once known. */
allocatedAmount: number | null;
/** Cash they hold now. */
totalAmount: number;
}
/** Same rule as ClientKycApiConstants.PAN_REGEX on the server: 5 letters, 4 digits, 1 letter. */
const PAN_PATTERN = /^[A-Z]{5}[0-9]{4}[A-Z]$/;
/** Income Tax Rule 114B / RBI: a cash exchange above this needs the customer's PAN. */
const PAN_MANDATORY_ABOVE = 50000;
const KYC_STATUS: Record<number, string> = {
100: 'Pending',
200: 'In Progress',
300: 'Verified',
400: 'Rejected',
500: 'Expired'
};
/** Cashier cash-exchange entry: customer gives some denominations and takes equal-value change (net 0). */ /** Cashier cash-exchange entry: customer gives some denominations and takes equal-value change (net 0). */
@Component({ @Component({
selector: 'mifosx-cash-exchange-entry', selector: 'mifosx-cash-exchange-entry',
@@ -80,14 +30,11 @@ const KYC_STATUS: Record<number, string> = {
CommonModule, CommonModule,
FormsModule, FormsModule,
MatIconModule, MatIconModule,
MatSnackBarModule, MatSnackBarModule
MatDialogModule
] ]
}) })
export class CashExchangeEntryComponent implements OnInit { export class CashExchangeEntryComponent implements OnInit {
private service = inject(CashierService); private service = inject(CashierService);
private clientsService = inject(ClientsService);
private dialog = inject(MatDialog);
private snackBar = inject(MatSnackBar); private snackBar = inject(MatSnackBar);
notes: Denom[] = []; notes: Denom[] = [];
@@ -99,17 +46,11 @@ export class CashExchangeEntryComponent implements OnInit {
saving = false; saving = false;
// ── Customer info ── // ── Customer info ──
/** An existing client found through Customer Search, or a walk-in identified at the counter. */ isAccountHolder = false;
customerMode: 'existing' | 'walkin' = 'walkin'; accountNo = '';
selectedCustomer: SelectedCustomer | null = null; customerIdProof = '';
loadingCustomer = false;
walkInName = '';
walkInMobile = '';
panNumber = '';
// ── Cashier at the counter, and their position (for the denomination overdraft check) ── // ── Cashier position (for denomination overdraft check) ──
/** The cashier linked to the logged-in user; null when the login is not a cashier's. */
cashier: CashierInfo | null = null;
private availableMap = new Map<number, number>(); private availableMap = new Map<number, number>();
positionLoaded = false; positionLoaded = false;
@@ -122,7 +63,7 @@ export class CashExchangeEntryComponent implements OnInit {
} }
ngOnInit(): void { ngOnInit(): void {
const d = businessToday(); const d = new Date();
this.exchangeDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`; this.exchangeDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
this.service.getActiveDenominations().subscribe({ this.service.getActiveDenominations().subscribe({
next: (list) => { next: (list) => {
@@ -146,19 +87,7 @@ export class CashExchangeEntryComponent implements OnInit {
((res?.denominations || []) as any[]).forEach((d: any) => { ((res?.denominations || []) as any[]).forEach((d: any) => {
if (d.denominationId) this.availableMap.set(Number(d.denominationId), Number(d.count ?? 0)); if (d.denominationId) this.availableMap.set(Number(d.denominationId), Number(d.count ?? 0));
}); });
const cashierId = res?.cashierId ? Number(res.cashierId) : null;
this.cashier = cashierId
? {
cashierId,
name: res.cashierName || '',
tellerName: null,
officeName: null,
allocatedAmount: null,
totalAmount: Number(res.totalAmount ?? 0)
}
: null;
this.positionLoaded = true; this.positionLoaded = true;
if (cashierId) this.loadCashierDetails(cashierId);
}, },
error: () => { error: () => {
this.positionLoaded = true; this.positionLoaded = true;
@@ -166,31 +95,6 @@ export class CashExchangeEntryComponent implements OnInit {
}); });
} }
/** The counter, branch and today's allocation; the card still shows name and cash in hand without them. */
private loadCashierDetails(cashierId: number): void {
this.service
.getInterCashierCashierSummary(cashierId, this.exchangeDate)
.pipe(catchError(() => of(null)))
.subscribe((r: any) => {
if (!r || this.cashier?.cashierId !== cashierId) return;
this.cashier = {
...this.cashier,
tellerName: r.tellerName || null,
officeName: r.officeName || null,
allocatedAmount: Number(r.allocatedAmount ?? 0)
};
});
}
/** Up to two letters for the cashier's avatar. */
get cashierInitials(): string {
const words = (this.cashier?.name || '').trim().split(/\s+/).filter(Boolean);
if (words.length === 0) return '?';
const first = words[0].charAt(0);
const last = words.length > 1 ? words[words.length - 1].charAt(0) : '';
return (first + last).toUpperCase();
}
countFor(side: 'r' | 'g', d: Denom): number { countFor(side: 'r' | 'g', d: Denom): number {
return (side === 'r' ? this.receivedCounts : this.givenCounts)[d.id] || 0; return (side === 'r' ? this.receivedCounts : this.givenCounts)[d.id] || 0;
} }
@@ -224,102 +128,14 @@ export class CashExchangeEntryComponent implements OnInit {
return this.receivedTotal > 0 && this.receivedTotal === this.givenTotal; return this.receivedTotal > 0 && this.receivedTotal === this.givenTotal;
} }
/** Above ₹50,000 the customer's PAN is mandatory (Income Tax Rule 114B, followed under RBI guidelines). */ /** Above ₹50,000 PAN/ID is mandatory per RBI guideline */
get needsPan(): boolean { get needsIdProof(): boolean {
return this.receivedTotal > PAN_MANDATORY_ABOVE; return this.receivedTotal >= 50000;
}
/** Up to two letters for the avatar: first and last word of the customer's name. */
get customerInitials(): string {
const words = (this.selectedCustomer?.displayName || '').trim().split(/\s+/).filter(Boolean);
if (words.length === 0) return '?';
const first = words[0].charAt(0);
const last = words.length > 1 ? words[words.length - 1].charAt(0) : '';
return (first + last).toUpperCase();
}
get panValue(): string {
return this.panNumber.trim().toUpperCase();
}
/** A PAN that is entered must be well-formed, required or not. */
get panFormatInvalid(): boolean {
return !!this.panValue && !PAN_PATTERN.test(this.panValue);
}
get panMissing(): boolean {
return this.needsPan && !this.panValue;
}
/** The PAN comes from the client's KYC record, so the cashier confirms it rather than types it. */
get panFromKyc(): boolean {
return !!this.selectedCustomer?.kycPan && this.panValue === this.selectedCustomer.kycPan.toUpperCase();
}
/** Who the customer is has to be known: a picked client, or a walk-in's name once PAN is required. */
get customerIdentified(): boolean {
if (this.customerMode === 'existing') return !!this.selectedCustomer;
return !this.needsPan || this.walkInName.trim().length > 0;
}
/** A login with no cashier behind it has no drawer to take notes into or give change from. */
get noCashier(): boolean {
return this.positionLoaded && !this.cashier;
}
/** How many of the denomination the cashier holds, or null while that is not known (loading, or no cashier). */
availableFor(d: Denom): number | null {
if (!this.positionLoaded || !this.cashier) return null;
return this.availableMap.get(d.id) ?? 0;
}
/** The cashier is giving more of this denomination than they hold. */
exceedsAvailable(d: Denom): boolean {
const available = this.availableFor(d);
return available !== null && this.countFor('g', d) > available;
}
/** The + on the given side stops at what the cashier holds; a larger typed number is still caught and shown. */
canGiveMore(d: Denom): boolean {
const available = this.availableFor(d);
return available === null || this.countFor('g', d) < available;
}
/** What this exchange does to the cashier's count of the denomination: notes taken in less notes given out. */
netFor(d: Denom): number {
return this.countFor('r', d) - this.countFor('g', d);
}
/** The cashier's count of the denomination once this exchange is recorded, or null while it is not known. */
drawerAfter(d: Denom): number | null {
const available = this.availableFor(d);
return available === null ? null : available + this.netFor(d);
}
/**
* The denominations this exchange changes, with the drawer's count before and after, so the effect shows
* while the counts are being typed. The branch's total for each denomination moves by the same amount, as
* the customer's notes go into the drawer and the change comes out of it; the vault is not involved.
*/
get impactRows(): Array<{ id: number; label: string; kind: string; net: number; before: number; after: number }> {
if (!this.positionLoaded || !this.cashier) return [];
return this.denoms
.filter((d) => this.netFor(d) !== 0)
.map((d) => ({
id: d.id,
label: d.label,
kind: d.kind,
net: this.netFor(d),
before: this.availableFor(d) ?? 0,
after: this.drawerAfter(d) ?? 0
}));
} }
/** Denominations where cashier is giving more than currently available. */ /** Denominations where cashier is giving more than currently available. */
get givenOverdraftItems(): Array<{ label: string; available: number; requested: number }> { get givenOverdraftItems(): Array<{ label: string; available: number; requested: number }> {
// Without a cashier every denomination would read as "0 available"; the missing cashier is the if (!this.positionLoaded) return [];
// thing to tell the user, not a stock shortage.
if (!this.positionLoaded || !this.cashier) return [];
return this.denoms return this.denoms
.map((d) => ({ label: d.label, available: this.availableMap.get(d.id) ?? 0, requested: this.countFor('g', d) })) .map((d) => ({ label: d.label, available: this.availableMap.get(d.id) ?? 0, requested: this.countFor('g', d) }))
.filter((item) => item.requested > 0 && item.requested > item.available); .filter((item) => item.requested > 0 && item.requested > item.available);
@@ -330,77 +146,21 @@ export class CashExchangeEntryComponent implements OnInit {
} }
get valid(): boolean { get valid(): boolean {
return ( return this.matches && (!this.needsIdProof || this.customerIdProof.trim().length > 0) && !this.hasGivenOverdraft;
this.matches &&
!!this.cashier &&
!this.hasGivenOverdraft &&
!this.panFormatInvalid &&
!this.panMissing &&
this.customerIdentified &&
!this.loadingCustomer
);
} }
setCustomerMode(mode: 'existing' | 'walkin'): void { toggleAccountHolder(): void {
if (this.customerMode === mode) return; this.isAccountHolder = !this.isAccountHolder;
this.customerMode = mode; if (!this.isAccountHolder) this.accountNo = '';
this.selectedCustomer = null;
this.walkInName = '';
this.walkInMobile = '';
this.panNumber = '';
}
/** Pick an existing client through Customer Search, then load their details and KYC (PAN). */
openCustomerSearch(): void {
this.dialog
// An existing customer without an account is still a known customer, so the account is not required.
.open(CustomerSearchDialogComponent, { width: '960px', maxWidth: '95vw', data: { requireAccount: false } })
.afterClosed()
.subscribe((result: CustomerSearchResult | undefined) => {
if (!result?.clientId) return;
this.loadCustomer(result);
});
}
private loadCustomer(result: CustomerSearchResult): void {
this.loadingCustomer = true;
const id = String(result.clientId);
forkJoin({
client: this.clientsService.getClientData(id, true).pipe(catchError(() => of(null))),
kyc: this.clientsService.getClientKyc(id, true).pipe(catchError(() => of(null)))
}).subscribe(({ client, kyc }: { client: any; kyc: any }) => {
const kycPan: string | null = kyc?.panNumber || result.panNumber || null;
this.selectedCustomer = {
clientId: result.clientId,
displayName: client?.displayName || result.displayName,
cifNumber: client?.cifNumber || null,
mobileNo: client?.mobileNo || result.mobileNo || null,
officeName: client?.officeName || result.officeName || null,
accountNo: result.accountNo || null,
accountType: result.accountType || null,
kycPan,
panVerified: !!kyc?.panVerified,
kycStatus: KYC_STATUS[Number(kyc?.kycStatus?.id ?? kyc?.kycStatus)] || 'Not on record'
};
this.panNumber = kycPan ? kycPan.toUpperCase() : '';
this.loadingCustomer = false;
});
}
clearCustomer(): void {
this.selectedCustomer = null;
this.panNumber = '';
} }
clear(): void { clear(): void {
this.receivedCounts = {}; this.receivedCounts = {};
this.givenCounts = {}; this.givenCounts = {};
this.note = ''; this.note = '';
this.customerMode = 'walkin'; this.accountNo = '';
this.selectedCustomer = null; this.customerIdProof = '';
this.walkInName = ''; this.isAccountHolder = false;
this.walkInMobile = '';
this.panNumber = '';
} }
submit(): void { submit(): void {
@@ -410,17 +170,11 @@ export class CashExchangeEntryComponent implements OnInit {
this.denoms this.denoms
.filter((d) => this.countFor(side, d) > 0) .filter((d) => this.countFor(side, d) > 0)
.map((d) => ({ denominationId: d.id, denominationValue: d.value, count: this.countFor(side, d) })); .map((d) => ({ denominationId: d.id, denominationValue: d.value, count: this.countFor(side, d) }));
const customer = this.customerMode === 'existing' ? this.selectedCustomer : null;
const pan = this.panValue || null;
const payload: any = { const payload: any = {
exchangeDate: this.exchangeDate, exchangeDate: this.exchangeDate,
note: this.note || null, note: this.note || null,
clientId: customer?.clientId ?? null, customerIdProof: this.customerIdProof.trim() || null,
accountNo: customer?.accountNo ?? null, accountNo: this.isAccountHolder && this.accountNo.trim() ? this.accountNo.trim() : null,
customerName: customer ? customer.displayName : this.walkInName.trim() || null,
customerMobile: customer ? customer.mobileNo : this.walkInMobile.trim() || null,
panNumber: pan,
customerIdProof: pan,
received: build('r'), received: build('r'),
given: build('g') given: build('g')
}; };
@@ -11,11 +11,25 @@
<div> <div>
<div class="pg-eyebrow">CASHIER · HISTORY</div> <div class="pg-eyebrow">CASHIER · HISTORY</div>
<h1 class="pg-title">Cash Movement History</h1> <h1 class="pg-title">Cash Movement History</h1>
<p class="pg-sub">All transfers, settlements, inter-cashier movements and cash exchanges.</p> <p class="pg-sub">All transfers, settlements, and inter-cashier movements. Reverse any active transaction.</p>
</div> </div>
<button type="button" class="pg-btn pg-btn--ghost" (click)="load()"><mat-icon>refresh</mat-icon> Refresh</button> <button type="button" class="pg-btn pg-btn--ghost" (click)="load()"><mat-icon>refresh</mat-icon> Refresh</button>
</header> </header>
<!-- Reversal confirm panel -->
@if (reversingId !== null) {
<div class="reverse-panel">
<mat-icon class="reverse-icon">warning</mat-icon>
<span
>Reverse <strong>#{{ reversingId }}</strong
>? This cannot be undone.</span
>
<input class="reverse-reason" type="text" [(ngModel)]="reverseReason" placeholder="Reason (optional)" />
<button type="button" class="pg-btn pg-btn--danger" (click)="confirmReverse()">Confirm Reversal</button>
<button type="button" class="pg-btn pg-btn--ghost" (click)="cancelReverse()">Cancel</button>
</div>
}
@if (loading) { @if (loading) {
<div class="pg-empty">Loading…</div> <div class="pg-empty">Loading…</div>
} }
@@ -120,6 +134,11 @@
> >
<mat-icon>visibility</mat-icon> <mat-icon>visibility</mat-icon>
</button> </button>
@if (!r.isReversed) {
<button type="button" class="pg-btn pg-btn--ghost btn-sm" title="Reverse" (click)="startReverse(r)">
<mat-icon>undo</mat-icon>
</button>
}
</div> </div>
</td> </td>
</tr> </tr>
@@ -168,12 +187,6 @@
<span class="detail-meta__label">Date</span> <span class="detail-meta__label">Date</span>
<span class="detail-meta__val">{{ detail.row.date }}</span> <span class="detail-meta__val">{{ detail.row.date }}</span>
</div> </div>
@if (detail.row.type === 'exchange') {
<div class="detail-meta__item">
<span class="detail-meta__label">Customer PAN</span>
<span class="detail-meta__val">{{ detail.row.panNumber || '—' }}</span>
</div>
}
<div class="detail-meta__item"> <div class="detail-meta__item">
<span class="detail-meta__label">Total Amount</span> <span class="detail-meta__label">Total Amount</span>
<span class="detail-meta__val detail-meta__val--amount">₹{{ detail.row.amount | number: '1.2-2' }}</span> <span class="detail-meta__val detail-meta__val--amount">₹{{ detail.row.amount | number: '1.2-2' }}</span>
@@ -47,6 +47,38 @@
} }
} }
.reverse-panel {
display: flex;
align-items: center;
gap: 12px;
padding: 12px 16px;
background: #fffbeb;
border: 1px solid #fcd34d;
border-radius: 10px;
flex-wrap: wrap;
font-size: 13px;
color: #92400e;
.reverse-icon {
color: #f59e0b;
font-size: 20px;
height: 20px;
width: 20px;
}
.reverse-reason {
flex: 1 1 200px;
height: 34px;
padding: 0 10px;
border: 1px solid #fcd34d;
border-radius: 7px;
font-size: 13px;
font-family: inherit;
background: #fff;
color: #1a1a1a;
}
}
/* ── Action buttons cell ── */ /* ── Action buttons cell ── */
.action-btns { .action-btns {
display: flex; display: flex;
@@ -8,7 +8,9 @@
import { Component, OnInit, inject } from '@angular/core'; import { Component, OnInit, inject } from '@angular/core';
import { CommonModule } from '@angular/common'; import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { MatIconModule } from '@angular/material/icon'; import { MatIconModule } from '@angular/material/icon';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { MatTabsModule } from '@angular/material/tabs'; import { MatTabsModule } from '@angular/material/tabs';
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator'; import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
import { forkJoin, of } from 'rxjs'; import { forkJoin, of } from 'rxjs';
@@ -29,8 +31,6 @@ interface TxnRow {
reversedBy: number | null; reversedBy: number | null;
reversedAt: string | null; reversedAt: string | null;
reverseReason: string | null; reverseReason: string | null;
/** Customer PAN recorded on a cash exchange. */
panNumber?: string | null;
type: 'transfer' | 'settlement' | 'inter' | 'exchange'; type: 'transfer' | 'settlement' | 'inter' | 'exchange';
} }
@@ -52,10 +52,7 @@ interface DetailView {
loading: boolean; loading: boolean;
} }
/** /** Unified history of all cash movements with reversal and detail view support. */
* Unified history of all cash movements with a detail view. Read-only: cash movements cannot be reversed
* from here (an earlier reversal still shows as Reversed, with who, when and why).
*/
@Component({ @Component({
selector: 'mifosx-cash-history', selector: 'mifosx-cash-history',
templateUrl: './cash-history.component.html', templateUrl: './cash-history.component.html',
@@ -66,13 +63,16 @@ interface DetailView {
standalone: true, standalone: true,
imports: [ imports: [
CommonModule, CommonModule,
FormsModule,
MatIconModule, MatIconModule,
MatSnackBarModule,
MatTabsModule, MatTabsModule,
MatPaginatorModule MatPaginatorModule
] ]
}) })
export class CashHistoryComponent implements OnInit { export class CashHistoryComponent implements OnInit {
private service = inject(CashierService); private service = inject(CashierService);
private snackBar = inject(MatSnackBar);
transfers: TxnRow[] = []; transfers: TxnRow[] = [];
settlements: TxnRow[] = []; settlements: TxnRow[] = [];
@@ -99,6 +99,10 @@ export class CashHistoryComponent implements OnInit {
private denomKindMap = new Map<number, 'note' | 'coin'>(); private denomKindMap = new Map<number, 'note' | 'coin'>();
reversingId: number | null = null;
reversingType: string | null = null;
reverseReason = '';
detail: DetailView | null = null; detail: DetailView | null = null;
ngOnInit(): void { ngOnInit(): void {
@@ -208,8 +212,7 @@ export class CashHistoryComponent implements OnInit {
this.exchanges = (exchangeItems as any[]).map((e) => ({ this.exchanges = (exchangeItems as any[]).map((e) => ({
id: e.id, id: e.id,
date: e.exchangeDate, date: e.exchangeDate,
fromParty: this.exchangeParty(e), fromParty: e.accountNo ? `Account ${e.accountNo}` : 'Walk-in Customer',
panNumber: e.panNumber ?? null,
toParty: e.performedByUsername || '—', toParty: e.performedByUsername || '—',
amount: e.exchangeAmount, amount: e.exchangeAmount,
note: e.note, note: e.note,
@@ -307,8 +310,7 @@ export class CashHistoryComponent implements OnInit {
this.exchanges = (res.pageItems ?? []).map((e: any) => ({ this.exchanges = (res.pageItems ?? []).map((e: any) => ({
id: e.id, id: e.id,
date: e.exchangeDate, date: e.exchangeDate,
fromParty: this.exchangeParty(e), fromParty: e.accountNo ? `Account ${e.accountNo}` : 'Walk-in Customer',
panNumber: e.panNumber ?? null,
toParty: e.performedByUsername || '—', toParty: e.performedByUsername || '—',
amount: e.exchangeAmount, amount: e.exchangeAmount,
note: e.note, note: e.note,
@@ -390,12 +392,39 @@ export class CashHistoryComponent implements OnInit {
this.detail = null; this.detail = null;
} }
/** Who the exchange was with: the customer's name (and account, if one), else the account, else a walk-in. */ startReverse(row: TxnRow): void {
private exchangeParty(e: any): string { this.reversingId = row.id;
if (e.customerName) { this.reversingType = row.type;
return e.accountNo ? `${e.customerName} (A/C ${e.accountNo})` : e.customerName; this.reverseReason = '';
} }
return e.accountNo ? `Account ${e.accountNo}` : 'Walk-in Customer';
cancelReverse(): void {
this.reversingId = null;
this.reversingType = null;
this.reverseReason = '';
}
confirmReverse(): void {
if (!this.reversingId || !this.reversingType) return;
const id = this.reversingId;
const type = this.reversingType;
const reason = this.reverseReason;
this.cancelReverse();
let obs$;
if (type === 'transfer') obs$ = this.service.reverseCashTransfer(id, reason);
else if (type === 'settlement') obs$ = this.service.reverseCashSettlement(id, reason);
else if (type === 'exchange') obs$ = this.service.reverseCashExchange(id, reason);
else obs$ = this.service.reverseInterCashierTransfer(id, reason);
obs$.pipe(catchError(() => of(null))).subscribe((res: any) => {
if (res?.reversed) {
this.snackBar.open('Transaction reversed successfully', 'Close', { duration: 3000 });
this.load();
} else {
this.snackBar.open('Reversal failed', 'Close', { duration: 3000 });
}
});
} }
typeLabel(type: string): string { typeLabel(type: string): string {
@@ -18,7 +18,6 @@ import { MatInputModule } from '@angular/material/input';
import { forkJoin, of } from 'rxjs'; import { forkJoin, of } from 'rxjs';
import { catchError } from 'rxjs/operators'; import { catchError } from 'rxjs/operators';
import { CashierService } from '../cashier.service'; import { CashierService } from '../cashier.service';
import { businessToday } from 'app/core/utils/business-today';
type PageState = 'loading' | 'no-cashier' | 'needs-reconciliation' | 'already-settled' | 'form'; type PageState = 'loading' | 'no-cashier' | 'needs-reconciliation' | 'already-settled' | 'form';
@@ -91,7 +90,7 @@ export class CashSettlementComponent implements OnInit {
saving = false; saving = false;
ngOnInit(): void { ngOnInit(): void {
const d = businessToday(); const d = new Date();
this.settlementDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`; this.settlementDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
this.service this.service
.getTellers() .getTellers()
@@ -1,229 +0,0 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="cv-tab-content cta-tab">
<!-- ── TITLE BAR ── -->
<div class="cta-action-bar">
<div class="cta-action-bar__left">
<mat-icon class="cta-action-bar__icon">swap_horiz</mat-icon>
<div>
<div class="cta-action-bar__title">Cash Transfers</div>
<div class="cta-action-bar__sub">
Approve or reject an allocation of cash from the vault to a cashier. The cash leaves the vault only when it is
approved.
</div>
</div>
</div>
<div class="cta-counts">
<span class="cta-count"
><strong>{{ all.length }}</strong> waiting</span
>
</div>
</div>
<!-- ── FILTER BAR ── -->
<div class="cta-filter-bar">
<div class="cta-search-box">
<mat-icon>search</mat-icon>
<input type="text" placeholder="Search by cashier, vault, user or note" [(ngModel)]="searchTerm" />
@if (searchTerm) {
<button type="button" class="cta-search-box__clear" (click)="searchTerm = ''">
<mat-icon>close</mat-icon>
</button>
}
</div>
<button type="button" class="cta-btn cta-btn--refresh" (click)="load()" [disabled]="loading">
<mat-icon>refresh</mat-icon>
</button>
</div>
<!-- ── TABLE ── -->
@if (loading && !loaded) {
<div class="cta-empty"><p class="cta-empty__title">Loading…</p></div>
} @else if (rows.length === 0) {
<div class="cta-empty">
<mat-icon class="cta-empty__icon">inbox</mat-icon>
<p class="cta-empty__title">No cash transfer waiting</p>
<p class="cta-empty__text">There is no cash allocation waiting for approval.</p>
</div>
} @else {
<div class="cta-table-wrap">
<table class="cta-table">
<thead>
<tr>
<th>Date</th>
<th>From</th>
<th>To (Cashier)</th>
<th class="num">Amount</th>
<th>Note</th>
<th>Raised By</th>
<th>Raised At</th>
<th class="cta-th-action">Action</th>
</tr>
</thead>
<tbody>
@for (r of rows; track r.id) {
<tr class="cta-row">
<td class="cta-dt">{{ r.transfer_date || '—' }}</td>
<td>{{ r.from_party || '—' }}</td>
<td class="cta-strong">{{ r.to_party || '—' }}</td>
<td class="num cta-amount">₹{{ r.total_amount | number: '1.2-2' }}</td>
<td class="cta-reason" [title]="r.note || ''">{{ r.note || '—' }}</td>
<td>{{ r.maker_name || '—' }}</td>
<td class="cta-dt">{{ formatDateTime(r.maker_at) }}</td>
<td class="cta-action-cell">
<button type="button" class="cta-btn cta-btn--approve" (click)="review(r)">
<mat-icon>rate_review</mat-icon> Review
</button>
</td>
</tr>
}
</tbody>
</table>
</div>
}
</div>
<!-- ─── Popup: review a request, every note and coin it asks for ───────────── -->
<ng-template #reviewDialog>
@if (reviewing) {
<div class="cta-dlg">
<header class="cta-dlg__head">
<mat-icon class="cta-dlg__ico cta-dlg__ico--ok">swap_horiz</mat-icon>
<div class="cta-dlg__titles">
<div class="cta-dlg__title">Review cash transfer</div>
<div class="cta-dlg__sub">
Raised by {{ reviewing.maker_name || '—' }} · {{ formatDateTime(reviewing.maker_at) }}
</div>
</div>
<button type="button" class="cta-dlg__x" aria-label="Close" (click)="closeReview()">
<mat-icon>close</mat-icon>
</button>
</header>
<div class="cta-dlg__body">
<div class="cta-total">
<span>Amount to release</span>
<strong>₹{{ reviewing.total_amount | number: '1.2-2' }}</strong>
</div>
<div class="cta-grid">
<div class="cta-cell">
<div class="cta-label">Transfer date</div>
<div class="cta-value">{{ reviewing.transfer_date || '—' }}</div>
</div>
<div class="cta-cell">
<div class="cta-label">From</div>
<div class="cta-value">{{ reviewing.from_party || '—' }}</div>
</div>
<div class="cta-cell">
<div class="cta-label">To (cashier)</div>
<div class="cta-value">{{ reviewing.to_party || '—' }}</div>
</div>
<div class="cta-cell">
<div class="cta-label">Notes and coins</div>
<div class="cta-value">
{{ piecesOf(reviewing) }} pieces · {{ linesOf(reviewing).length }} denominations
</div>
</div>
@if (reviewing.note) {
<div class="cta-cell cta-cell--wide">
<div class="cta-label">Note</div>
<div class="cta-value">{{ reviewing.note }}</div>
</div>
}
</div>
<div class="cta-label">Denomination breakdown</div>
<table class="cta-mini">
<thead>
<tr>
<th>Denomination</th>
<th class="num">Count</th>
<th class="num">Amount</th>
</tr>
</thead>
<tbody>
@for (l of linesOf(reviewing); track l.value) {
<tr>
<td>₹{{ l.value }}</td>
<td class="num">{{ l.count }}</td>
<td class="num">₹{{ l.amount | number: '1.2-2' }}</td>
</tr>
}
</tbody>
<tfoot>
<tr>
<td>Total</td>
<td class="num">{{ piecesOf(reviewing) }}</td>
<td class="num">₹{{ reviewing.total_amount | number: '1.2-2' }}</td>
</tr>
</tfoot>
</table>
</div>
<footer class="cta-dlg__foot">
<button type="button" class="cta-btn cta-btn--ghost" (click)="closeReview()">Close</button>
<button
type="button"
class="cta-btn cta-btn--reject"
[disabled]="busyId === reviewing.id"
(click)="rejectFromReview(reviewing)"
>
<mat-icon>close</mat-icon> Reject
</button>
<button
type="button"
class="cta-btn cta-btn--approve"
[disabled]="busyId === reviewing.id"
(click)="approve(reviewing)"
>
<mat-icon>check</mat-icon> Approve
</button>
</footer>
</div>
}
</ng-template>
<!-- ─── Popup: reject with a reason ───────────────────────────────────────── -->
<ng-template #rejectDialog>
@if (rejecting) {
<div class="cta-dlg">
<header class="cta-dlg__head">
<mat-icon class="cta-dlg__ico">block</mat-icon>
<div class="cta-dlg__titles">
<div class="cta-dlg__title">Reject cash transfer</div>
<div class="cta-dlg__sub">₹{{ rejecting.total_amount | number: '1.2-2' }} to {{ rejecting.to_party }}</div>
</div>
<button type="button" class="cta-dlg__x" aria-label="Close" (click)="cancelReject()">
<mat-icon>close</mat-icon>
</button>
</header>
<div class="cta-dlg__body">
<label class="cta-label" for="cta-reason">Reason (required)</label>
<textarea
id="cta-reason"
rows="3"
placeholder="Why is this being rejected?"
[(ngModel)]="rejectReason"
></textarea>
</div>
<footer class="cta-dlg__foot">
<button type="button" class="cta-btn cta-btn--ghost" (click)="cancelReject()">Cancel</button>
<button
type="button"
class="cta-btn cta-btn--reject-solid"
[disabled]="!rejectReason.trim() || busyId === rejecting.id"
(click)="confirmReject()"
>
Confirm reject
</button>
</footer>
</div>
}
</ng-template>
@@ -1,573 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
// Laid out like the other approval tabs (Withdrawal Requests): title bar, filter bar, one table.
:host {
display: block;
}
.cta-tab {
padding: 0;
}
.cta-action-bar {
display: flex;
align-items: center;
justify-content: space-between;
gap: 16px;
padding: 10px 16px;
background: #fff;
border-bottom: 1px solid #e2e8f0;
&__left {
display: flex;
align-items: center;
gap: 12px;
}
&__icon {
font-size: 22px;
width: 22px;
height: 22px;
color: #0f4f3c;
}
&__title {
font-size: 13px;
font-weight: 700;
color: #0d1b2a;
}
&__sub {
max-width: 640px;
margin-top: 1px;
font-size: 11px;
color: #64748b;
}
}
.cta-counts {
display: flex;
gap: 8px;
}
.cta-count {
padding: 2px 10px;
border-radius: 999px;
background: #f1f5f9;
font-size: 11px;
color: #475569;
strong {
color: #0f4f3c;
}
}
.cta-filter-bar {
display: flex;
align-items: center;
gap: 6px;
flex-wrap: wrap;
padding: 6px 16px;
background: #f8fafc;
border-bottom: 1px solid #e2e8f0;
}
.cta-fb-sep {
flex-shrink: 0;
width: 1px;
height: 22px;
margin: 0 4px;
background: #e2e8f0;
}
.cta-search-box {
display: inline-flex;
align-items: center;
gap: 6px;
height: 30px;
min-width: 240px;
padding: 0 10px;
border: 1px solid #e2e8f0;
border-radius: 8px;
background: #fff;
mat-icon {
flex-shrink: 0;
font-size: 17px;
width: 17px;
height: 17px;
color: #94a3b8;
}
&:hover {
border-color: #cbd5e1;
}
&:focus-within {
border-color: #0f4f3c;
box-shadow: 0 0 0 3px rgb(15 79 60 / 8%);
}
input {
flex: 1;
border: none;
outline: none;
background: transparent;
font-family: inherit;
font-size: 12px;
color: #0d1b2a;
&::placeholder {
color: #94a3b8;
}
}
&__clear {
display: inline-flex;
align-items: center;
justify-content: center;
flex-shrink: 0;
width: 20px;
height: 20px;
padding: 0;
border: none;
border-radius: 50%;
background: none;
color: #94a3b8;
cursor: pointer;
mat-icon {
font-size: 15px;
width: 15px;
height: 15px;
color: inherit;
}
&:hover {
color: #dc2626;
background: #fef2f2;
}
}
}
.cta-filter-select {
height: 30px;
min-width: 140px;
padding: 0 10px;
border: 1px solid #e2e8f0;
border-radius: 7px;
background: #fff;
font-family: inherit;
font-size: 12px;
color: #0d1b2a;
cursor: pointer;
&:focus {
outline: none;
border-color: #0f4f3c;
}
}
// ── Buttons ─────────────────────────────────────────────────────────────────
.cta-btn {
display: inline-flex;
align-items: center;
gap: 4px;
height: 26px;
padding: 0 10px;
border: 1px solid transparent;
border-radius: 7px;
font-family: inherit;
font-size: 11px;
font-weight: 600;
white-space: nowrap;
cursor: pointer;
mat-icon {
font-size: 14px;
width: 14px;
height: 14px;
}
&:disabled {
opacity: 0.45;
cursor: not-allowed;
}
&--refresh {
height: 30px;
width: 30px;
justify-content: center;
padding: 0;
margin-left: auto;
border-color: #e2e8f0;
background: #fff;
color: #475569;
}
&--approve {
background: #0f4f3c;
color: #fff;
&:hover:not(:disabled) {
background: #0a3d2e;
}
}
&--reject {
border-color: #fecaca;
background: #fff;
color: #dc2626;
&:hover:not(:disabled) {
background: #fef2f2;
}
}
&--reject-solid {
background: #dc2626;
color: #fff;
}
&--ghost {
border-color: #e2e8f0;
background: #fff;
color: #475569;
}
}
// ── Table ───────────────────────────────────────────────────────────────────
.cta-table-wrap {
overflow-x: auto;
background: #fff;
}
.cta-table {
width: 100%;
border-collapse: collapse;
font-size: 11px;
th {
padding: 7px 10px;
border-bottom: 1px solid #e2e8f0;
background: #f8fafc;
font-size: 9.5px;
font-weight: 800;
letter-spacing: 0.06em;
text-align: left;
text-transform: uppercase;
color: #94a3b8;
white-space: nowrap;
}
td {
padding: 5px 10px;
border-bottom: 1px solid #eef2f7;
vertical-align: middle;
color: #0d1b2a;
}
.num {
text-align: right;
font-variant-numeric: tabular-nums;
}
.cta-th-action {
text-align: right;
}
}
.cta-row:hover td {
background: #f8fafc;
}
.cta-mono {
font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
letter-spacing: 0.02em;
}
.cta-voucher {
font-weight: 700;
color: #0f4f3c;
}
.cta-strong {
font-weight: 700;
}
.cta-sub {
margin-top: 1px;
font-size: 11px;
color: #64748b;
}
.cta-none {
color: #cbd5e1;
}
.cta-amount {
font-weight: 700;
}
.cta-reason {
max-width: 220px;
overflow: hidden;
text-overflow: ellipsis;
white-space: nowrap;
}
.cta-dt {
white-space: nowrap;
color: #475569;
}
.cta-kind {
display: inline-block;
padding: 2px 10px;
border-radius: 999px;
font-size: 11px;
font-weight: 700;
&--unpass {
background: #fef3c7;
color: #92400e;
}
&--correction {
background: #dbeafe;
color: #1e40af;
}
}
.cta-action-cell {
display: flex;
justify-content: flex-end;
gap: 6px;
white-space: nowrap;
}
// ── Empty ───────────────────────────────────────────────────────────────────
.cta-empty {
padding: 28px 16px;
text-align: center;
color: #94a3b8;
&__icon {
display: block;
margin: 0 auto 6px;
font-size: 30px;
width: 30px;
height: 30px;
opacity: 0.6;
}
&__title {
margin: 0;
font-size: 12px;
font-weight: 700;
color: #64748b;
}
&__text {
margin: 3px 0 0;
font-size: 11px;
}
}
// ── Reject popup ────────────────────────────────────────────────────────────
.cta-dlg {
font-size: 12px;
&__head {
display: flex;
align-items: center;
gap: 10px;
padding: 10px 14px;
border-bottom: 1px solid #e2e8f0;
background: #f8fafc;
}
&__ico {
flex: 0 0 32px;
height: 32px;
width: 32px;
border-radius: 9px;
background: #fef2f2;
color: #dc2626;
font-size: 18px;
line-height: 32px;
text-align: center;
}
&__titles {
flex: 1;
min-width: 0;
}
&__title {
font-size: 14px;
font-weight: 700;
color: #0f172a;
}
&__sub {
font-size: 11px;
color: #64748b;
}
&__x {
display: inline-flex;
align-items: center;
justify-content: center;
height: 28px;
width: 28px;
border: 0;
border-radius: 50%;
background: transparent;
color: #64748b;
cursor: pointer;
&:hover {
background: #e2e8f0;
}
mat-icon {
font-size: 18px;
height: 18px;
width: 18px;
}
}
&__body {
padding: 12px 14px;
max-height: 64vh;
overflow-y: auto;
textarea {
width: 100%;
padding: 7px 10px;
border: 1px solid #cbd5e1;
border-radius: 8px;
font: inherit;
font-size: 12px;
resize: vertical;
&:focus {
outline: 0;
border-color: #0f4f3c;
box-shadow: 0 0 0 3px rgb(15 79 60 / 8%);
}
}
}
&__foot {
display: flex;
justify-content: flex-end;
gap: 8px;
padding: 10px 14px;
border-top: 1px solid #e2e8f0;
background: #f8fafc;
}
}
.cta-label {
display: block;
margin-bottom: 4px;
font-size: 10px;
font-weight: 700;
letter-spacing: 0.05em;
text-transform: uppercase;
color: #94a3b8;
}
.cta-dlg__ico--ok {
background: #f0fdf4;
color: #1f7a4d;
}
.cta-total {
display: flex;
align-items: baseline;
justify-content: space-between;
margin-bottom: 10px;
padding: 8px 12px;
border-radius: 10px;
background: #ecfdf5;
border: 1px solid #a7f3d0;
color: #065f46;
font-size: 12px;
font-weight: 600;
strong {
font-size: 18px;
font-weight: 800;
font-variant-numeric: tabular-nums;
}
}
.cta-grid {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(150px, 1fr));
gap: 6px;
margin-bottom: 12px;
}
.cta-cell {
padding: 6px 10px;
border-radius: 8px;
background: #f8fafc;
border: 1px solid #eef2f7;
&--wide {
grid-column: 1 / -1;
}
}
.cta-value {
font-size: 12px;
font-weight: 600;
color: #0f172a;
word-break: break-word;
}
.cta-mini {
width: 100%;
margin-top: 4px;
border-collapse: collapse;
font-size: 12px;
th {
padding: 6px 10px;
border-bottom: 1px solid #e2e8f0;
background: #f8fafc;
font-size: 10px;
font-weight: 800;
letter-spacing: 0.05em;
text-align: left;
text-transform: uppercase;
color: #94a3b8;
}
td {
padding: 5px 10px;
border-bottom: 1px solid #eef2f7;
}
.num {
text-align: right;
font-variant-numeric: tabular-nums;
}
tfoot td {
border-top: 2px solid #e2e8f0;
border-bottom: 0;
font-weight: 800;
background: #f8fafc;
}
}
@@ -1,190 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Component, OnInit, TemplateRef, ViewChild, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { MatDialog, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
import { MatIconModule } from '@angular/material/icon';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { of } from 'rxjs';
import { catchError } from 'rxjs/operators';
import { CashierService } from '../cashier.service';
/** A cash transfer request waiting for a checker, as the server keeps it (snake_case columns). */
interface CashTransferRequest {
id: number;
transfer_date: string | null;
from_party: string | null;
to_party: string | null;
note: string | null;
total_amount: number;
maker_name: string | null;
maker_at: string | null;
denominations: { denominationValue: number; count: number }[];
}
/**
* Checker side of Cash Transfer: approves or rejects an allocation of cash from the vault to a cashier. The cash
* leaves the vault only when it is approved, by someone other than the person who raised it.
*/
@Component({
selector: 'mifosx-cash-transfer-approvals',
templateUrl: './cash-transfer-approvals.component.html',
styleUrls: ['./cash-transfer-approvals.component.scss'],
standalone: true,
imports: [
CommonModule,
FormsModule,
MatDialogModule,
MatIconModule,
MatSnackBarModule
]
})
export class CashTransferApprovalsComponent implements OnInit {
private service = inject(CashierService);
private snackBar = inject(MatSnackBar);
private dialog = inject(MatDialog);
@ViewChild('rejectDialog') rejectDialog!: TemplateRef<unknown>;
@ViewChild('reviewDialog') reviewDialog!: TemplateRef<unknown>;
private dialogRef: MatDialogRef<unknown> | null = null;
private reviewRef: MatDialogRef<unknown> | null = null;
/** The request open in the review popup, with every note and coin it asks for. */
reviewing: CashTransferRequest | null = null;
all: CashTransferRequest[] = [];
loading = false;
loaded = false;
busyId: number | null = null;
searchTerm = '';
rejecting: CashTransferRequest | null = null;
rejectReason = '';
ngOnInit(): void {
this.load();
}
load(): void {
this.loading = true;
this.service
.getCashTransferRequests('PENDING')
.pipe(catchError(() => of([] as CashTransferRequest[])))
.subscribe((rows) => {
this.all = rows as CashTransferRequest[];
this.loading = false;
this.loaded = true;
});
}
get rows(): CashTransferRequest[] {
const term = this.searchTerm.trim().toLowerCase();
if (!term) return this.all;
return this.all.filter((r) => [
r.from_party,
r.to_party,
r.maker_name,
r.note
].some((v) => (v ?? '').toLowerCase().includes(term)));
}
/** One line per denomination asked for, largest first, with what each line adds up to. */
linesOf(r: CashTransferRequest): { value: number; count: number; amount: number }[] {
return [...(r.denominations ?? [])]
.filter((d) => d.count > 0)
.sort((a, b) => b.denominationValue - a.denominationValue)
.map((d) => ({ value: d.denominationValue, count: d.count, amount: d.denominationValue * d.count }));
}
/** How many notes and coins the request asks for in all. */
piecesOf(r: CashTransferRequest): number {
return this.linesOf(r).reduce((sum, l) => sum + l.count, 0);
}
review(r: CashTransferRequest): void {
this.reviewing = r;
this.reviewRef?.close();
this.reviewRef = this.dialog.open(this.reviewDialog, { width: '560px', maxWidth: '95vw', autoFocus: false });
this.reviewRef.afterClosed().subscribe(() => (this.reviewing = null));
}
closeReview(): void {
this.reviewRef?.close();
}
/** Rejecting from the review popup: the review closes, the reason popup opens for the same request. */
rejectFromReview(r: CashTransferRequest): void {
this.reviewRef?.close();
this.startReject(r);
}
formatDateTime(value: string | null): string {
if (!value) return '—';
const d = new Date(value);
return isNaN(d.getTime())
? value
: d.toLocaleString('en-IN', { day: '2-digit', month: 'short', hour: '2-digit', minute: '2-digit' });
}
approve(r: CashTransferRequest): void {
if (this.busyId) return;
this.busyId = r.id;
this.service.approveCashTransferRequest(r.id).subscribe({
next: (res: any) => {
this.busyId = null;
this.reviewRef?.close();
this.snackBar.open(
res?.glWarning ? `Approved (GL warning: ${res.glWarning})` : 'Approved — cash allocated to the cashier',
'Close',
{ duration: 6000 }
);
this.load();
},
error: (err) => {
this.busyId = null;
this.fail(err, 'Could not approve');
}
});
}
startReject(r: CashTransferRequest): void {
this.rejecting = r;
this.rejectReason = '';
this.dialogRef = this.dialog.open(this.rejectDialog, { width: '440px', maxWidth: '95vw', autoFocus: false });
this.dialogRef.afterClosed().subscribe(() => (this.rejecting = null));
}
cancelReject(): void {
this.dialogRef?.close();
}
confirmReject(): void {
if (!this.rejecting || !this.rejectReason.trim() || this.busyId) return;
const id = this.rejecting.id;
this.busyId = id;
this.service.rejectCashTransferRequest(id, this.rejectReason.trim()).subscribe({
next: () => {
this.busyId = null;
this.dialogRef?.close();
this.snackBar.open('Rejected', 'Close', { duration: 4000 });
this.load();
},
error: (err) => {
this.busyId = null;
this.fail(err, 'Could not reject');
}
});
}
private fail(err: any, fallback: string): void {
const msg = err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.defaultUserMessage ?? fallback;
this.snackBar.open(msg, 'Close', { duration: 8000 });
}
}
@@ -13,15 +13,7 @@
<h1 class="pg-title">Cash Transfer</h1> <h1 class="pg-title">Cash Transfer</h1>
<p class="pg-sub">Move cash denomination-wise from one party to another (e.g. Vault → Cashier for opening).</p> <p class="pg-sub">Move cash denomination-wise from one party to another (e.g. Vault → Cashier for opening).</p>
</div> </div>
<div class="ct-head-actions">
<button type="button" class="pg-btn pg-btn--ghost" (click)="openRequests()">
<mat-icon>pending_actions</mat-icon> My Requests
@if (pendingCount) {
<span class="ct-badge">{{ pendingCount }}</span>
}
</button>
<button type="button" class="pg-btn pg-btn--ghost" (click)="clear()"><mat-icon>undo</mat-icon> Clear</button> <button type="button" class="pg-btn pg-btn--ghost" (click)="clear()"><mat-icon>undo</mat-icon> Clear</button>
</div>
</header> </header>
<div class="pg-toolbar pg-toolbar--mat"> <div class="pg-toolbar pg-toolbar--mat">
@@ -163,56 +155,7 @@
<div class="pg-total-bar"> <div class="pg-total-bar">
Total to transfer: <strong>₹{{ total | number: '1.2-2' }}</strong> Total to transfer: <strong>₹{{ total | number: '1.2-2' }}</strong>
<button type="button" class="pg-btn pg-btn--primary" [disabled]="!valid || saving" (click)="submit()"> <button type="button" class="pg-btn pg-btn--primary" [disabled]="!valid || saving" (click)="submit()">
<mat-icon>send</mat-icon> Send for approval <mat-icon>swap_horiz</mat-icon> Record Transfer
</button> </button>
</div> </div>
</div> </div>
<!-- Popup: this person's own cash transfer requests, and where each stands. The cash moves only once a manager approves. -->
<ng-template #requestsDialog>
<div class="ct-dlg">
<header class="ct-dlg__head">
<mat-icon class="ct-dlg__ico">pending_actions</mat-icon>
<div class="ct-dlg__titles">
<div class="ct-dlg__title">My transfer requests</div>
<div class="ct-dlg__sub">Cash leaves the vault only after a manager approves</div>
</div>
<button type="button" class="ct-dlg__x" aria-label="Close" (click)="closeRequests()">
<mat-icon>close</mat-icon>
</button>
</header>
<div class="ct-dlg__body">
@if (myRequests.length) {
<table class="pg-table">
<thead>
<tr>
<th>Date</th>
<th>To</th>
<th class="num">Amount</th>
<th>Status</th>
<th>Approved by</th>
</tr>
</thead>
<tbody>
@for (r of myRequests; track r.id) {
<tr>
<td>{{ r.transfer_date || '—' }}</td>
<td>{{ r.to_party || '—' }}</td>
<td class="num">₹{{ r.total_amount | number: '1.2-2' }}</td>
<td>
<span class="ct-status" [class]="'ct-status ct-status--' + r.status">{{ r.status }}</span>
@if (r.rejection_reason) {
<div class="ct-requests__note">{{ r.rejection_reason }}</div>
}
</td>
<td>{{ r.checker_name || '—' }}</td>
</tr>
}
</tbody>
</table>
} @else {
<div class="pg-empty">You have not raised any cash transfer request yet.</div>
}
</div>
</div>
</ng-template>
@@ -49,131 +49,3 @@
font-size: 12px; font-size: 12px;
color: #991b1b; color: #991b1b;
} }
.ct-requests {
padding: 0;
&__title {
padding: 10px 14px;
border-bottom: 1px solid #e2e8f0;
font-size: 13px;
font-weight: 700;
color: #0d1b2a;
}
&__note {
margin-top: 2px;
font-size: 11px;
color: #64748b;
}
}
.ct-status {
display: inline-block;
padding: 2px 10px;
border-radius: 999px;
background: #e2e8f0;
font-size: 11px;
font-weight: 700;
&--PENDING {
background: #fef3c7;
color: #92400e;
}
&--APPROVED {
background: #d1fae5;
color: #065f46;
}
&--REJECTED {
background: #fee2e2;
color: #991b1b;
}
}
.ct-head-actions {
display: flex;
gap: 8px;
flex-wrap: wrap;
}
.ct-badge {
min-width: 18px;
padding: 0 6px;
border-radius: 999px;
background: #f59e0b;
color: #fff;
font-size: 11px;
font-weight: 700;
text-align: center;
}
.ct-dlg {
font-size: 12px;
&__head {
display: flex;
align-items: center;
gap: 10px;
padding: 10px 14px;
border-bottom: 1px solid #e2e8f0;
background: #f8fafc;
}
&__ico {
flex: 0 0 32px;
height: 32px;
width: 32px;
border-radius: 9px;
background: #f0fdf4;
color: #1f7a4d;
font-size: 18px;
line-height: 32px;
text-align: center;
}
&__titles {
flex: 1;
min-width: 0;
}
&__title {
font-size: 14px;
font-weight: 700;
color: #0f172a;
}
&__sub {
font-size: 11px;
color: #64748b;
}
&__x {
display: inline-flex;
align-items: center;
justify-content: center;
height: 28px;
width: 28px;
border: 0;
border-radius: 50%;
background: transparent;
color: #64748b;
cursor: pointer;
&:hover {
background: #e2e8f0;
}
mat-icon {
font-size: 18px;
height: 18px;
width: 18px;
}
}
&__body {
max-height: 60vh;
overflow-y: auto;
}
}
@@ -6,10 +6,9 @@
* file, You can obtain one at http://mozilla.org/MPL/2.0/. * file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/ */
import { Component, OnInit, TemplateRef, ViewChild, inject } from '@angular/core'; import { Component, OnInit, inject } from '@angular/core';
import { CommonModule } from '@angular/common'; import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms'; import { FormsModule } from '@angular/forms';
import { MatDialog, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
import { MatIconModule } from '@angular/material/icon'; import { MatIconModule } from '@angular/material/icon';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar'; import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { MatFormFieldModule } from '@angular/material/form-field'; import { MatFormFieldModule } from '@angular/material/form-field';
@@ -18,7 +17,6 @@ import { MatInputModule } from '@angular/material/input';
import { of } from 'rxjs'; import { of } from 'rxjs';
import { catchError } from 'rxjs/operators'; import { catchError } from 'rxjs/operators';
import { CashierService } from '../cashier.service'; import { CashierService } from '../cashier.service';
import { businessToday } from 'app/core/utils/business-today';
interface Denom { interface Denom {
id: number; id: number;
@@ -40,7 +38,6 @@ interface Denom {
CommonModule, CommonModule,
FormsModule, FormsModule,
MatIconModule, MatIconModule,
MatDialogModule,
MatSnackBarModule, MatSnackBarModule,
MatFormFieldModule, MatFormFieldModule,
MatSelectModule, MatSelectModule,
@@ -50,10 +47,6 @@ interface Denom {
export class CashTransferComponent implements OnInit { export class CashTransferComponent implements OnInit {
private service = inject(CashierService); private service = inject(CashierService);
private snackBar = inject(MatSnackBar); private snackBar = inject(MatSnackBar);
private dialog = inject(MatDialog);
@ViewChild('requestsDialog') requestsDialog!: TemplateRef<unknown>;
private requestsRef: MatDialogRef<unknown> | null = null;
notes: Denom[] = []; notes: Denom[] = [];
coins: Denom[] = []; coins: Denom[] = [];
@@ -88,35 +81,8 @@ export class CashTransferComponent implements OnInit {
vaultHasBreakdown = true; vaultHasBreakdown = true;
loadingVault = false; loadingVault = false;
/** The caller's own transfer requests, newest first, so a request can be followed to its approval. */
myRequests: any[] = [];
loadMyRequests(): void {
this.service
.getCashTransferRequests(undefined, true)
.pipe(catchError(() => of([] as any[])))
.subscribe((rows) => (this.myRequests = rows.slice(0, 20)));
}
/** How many of this person's requests are still waiting for a manager. */
get pendingCount(): number {
return this.myRequests.filter((r) => r.status === 'PENDING').length;
}
/** Opens the list of this person's requests, freshly read, so a request can be followed to its approval. */
openRequests(): void {
this.loadMyRequests();
this.requestsRef?.close();
this.requestsRef = this.dialog.open(this.requestsDialog, { width: '720px', maxWidth: '95vw', autoFocus: false });
}
closeRequests(): void {
this.requestsRef?.close();
}
ngOnInit(): void { ngOnInit(): void {
this.loadMyRequests(); const d = new Date();
const d = businessToday();
this.transferDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`; this.transferDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
this.service.getActiveDenominations().subscribe({ this.service.getActiveDenominations().subscribe({
next: (list) => { next: (list) => {
@@ -278,11 +244,16 @@ export class CashTransferComponent implements OnInit {
.filter((d) => this.countFor(d) > 0) .filter((d) => this.countFor(d) > 0)
.map((d) => ({ denominationId: d.id, denominationValue: d.value, count: this.countFor(d) })) .map((d) => ({ denominationId: d.id, denominationValue: d.value, count: this.countFor(d) }))
}; };
this.service.createCashTransferRequest(payload).subscribe({ this.service.createCashTransfer(payload).subscribe({
next: () => { next: (res: any) => {
// Nothing has moved yet: a manager approves the allocation first, and only then does the cash leave the vault. if (res?.glWarning) {
this.snackBar.open('Cash transfer sent for manager approval', 'Close', { duration: 5000 }); this.snackBar.open(`Transfer saved (GL warning: ${res.glWarning})`, 'Close', {
this.loadMyRequests(); duration: 8000,
panelClass: ['snack-warn']
});
} else {
this.snackBar.open('Cash transfer recorded', 'Close', { duration: 3000 });
}
this.clear(); this.clear();
this.note = ''; this.note = '';
this.fromParty = ''; this.fromParty = '';
@@ -17,7 +17,6 @@ import { forkJoin, of } from 'rxjs';
import { catchError } from 'rxjs/operators'; import { catchError } from 'rxjs/operators';
import { CashierService } from '../cashier.service'; import { CashierService } from '../cashier.service';
import { AuthenticationService } from '../../core/authentication/authentication.service'; import { AuthenticationService } from '../../core/authentication/authentication.service';
import { businessToday } from 'app/core/utils/business-today';
interface DenomRow { interface DenomRow {
denominationId: number; denominationId: number;
@@ -72,7 +71,7 @@ export class CashierPositionComponent implements OnInit {
isCashierMode = false; isCashierMode = false;
ngOnInit(): void { ngOnInit(): void {
const d = businessToday(); const d = new Date();
this.asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`; this.asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
this.isCashierMode = this.authService.isCashierUser(); this.isCashierMode = this.authService.isCashierUser();
-21
View File
@@ -23,7 +23,6 @@ import { DayBookComponent } from './day-book/day-book.component';
import { VoucherReportComponent } from './voucher-report/voucher-report.component'; import { VoucherReportComponent } from './voucher-report/voucher-report.component';
import { BranchDayComponent } from './branch-day/branch-day.component'; import { BranchDayComponent } from './branch-day/branch-day.component';
import { VaultPositionComponent } from './vault-position/vault-position.component'; import { VaultPositionComponent } from './vault-position/vault-position.component';
import { BranchCashPositionComponent } from './branch-cash-position/branch-cash-position.component';
import { AccountRegisterComponent } from './account-register/account-register.component'; import { AccountRegisterComponent } from './account-register/account-register.component';
import { ClosingCashReportComponent } from './closing-cash-report/closing-cash-report.component'; import { ClosingCashReportComponent } from './closing-cash-report/closing-cash-report.component';
import { ExcessTransactionReportComponent } from './excess-transaction-report/excess-transaction-report.component'; import { ExcessTransactionReportComponent } from './excess-transaction-report/excess-transaction-report.component';
@@ -83,13 +82,6 @@ const routes: Routes = [
), ),
data: { title: 'My Share Requests', breadcrumb: 'My Share Requests' } data: { title: 'My Share Requests', breadcrumb: 'My Share Requests' }
}, },
{
// The same page as the cashier's, reached from the clerk dashboard: a clerk unpasses vouchers here.
path: 'voucher-correction',
loadComponent: () =>
import('./voucher-correction/voucher-correction.component').then((m) => m.VoucherCorrectionComponent),
data: { title: 'Voucher Correction', breadcrumb: 'Voucher Correction' }
},
{ {
path: 'closure-requests', path: 'closure-requests',
loadComponent: () => loadComponent: () =>
@@ -233,13 +225,6 @@ const routes: Routes = [
component: VaultPositionComponent, component: VaultPositionComponent,
data: { title: 'Vault Position', breadcrumb: 'Vault Position' } data: { title: 'Vault Position', breadcrumb: 'Vault Position' }
}, },
{
// What the whole branch holds per denomination: the vault plus every cashier's drawer, so an
// exchange (which leaves the vault alone) is visible in the bank's total.
path: 'branch-position',
component: BranchCashPositionComponent,
data: { title: 'Branch Cash Position', breadcrumb: 'Branch Cash Position' }
},
{ {
// The same day book the clerk and cashier read, reached from where a principal officer // The same day book the clerk and cashier read, reached from where a principal officer
// signing the day off actually looks. It carries the Officer Verification Sheet — each // signing the day off actually looks. It carries the Officer Verification Sheet — each
@@ -298,12 +283,6 @@ const routes: Routes = [
component: ReconciliationComponent, component: ReconciliationComponent,
data: { title: 'Reconciliation', breadcrumb: 'Reconciliation' } data: { title: 'Reconciliation', breadcrumb: 'Reconciliation' }
}, },
{
path: 'voucher-correction',
loadComponent: () =>
import('./voucher-correction/voucher-correction.component').then((m) => m.VoucherCorrectionComponent),
data: { title: 'Voucher Correction', breadcrumb: 'Voucher Correction' }
},
{ {
path: 'cash-history', path: 'cash-history',
component: CashHistoryComponent, component: CashHistoryComponent,
+13 -46
View File
@@ -32,6 +32,9 @@ export class CashierService {
getCashExchange(id: number): Observable<any> { getCashExchange(id: number): Observable<any> {
return this.http.get(`/cashexchange/${id}`); return this.http.get(`/cashexchange/${id}`);
} }
reverseCashExchange(id: number, reason: string): Observable<any> {
return this.http.post(`/cashexchange/${id}/reverse`, { reason });
}
// ── Tellers / Cashiers ── // ── Tellers / Cashiers ──
getTellers(officeId?: number): Observable<any[]> { getTellers(officeId?: number): Observable<any[]> {
@@ -47,21 +50,8 @@ export class CashierService {
} }
// ── Cash Transfer ── // ── Cash Transfer ──
/** Cash leaves the vault only when a different person approves, so the screen raises a request, not a transfer. */ createCashTransfer(data: any): Observable<any> {
createCashTransferRequest(data: any): Observable<any> { return this.http.post('/cashtransfer', data);
return this.http.post('/cashtransfer/requests', data);
}
/** Requests by status (comma separated); mine narrows them to the ones the caller raised. */
getCashTransferRequests(status?: string, mine = false): Observable<any[]> {
let params = new HttpParams().set('mine', String(mine));
if (status) params = params.set('status', status);
return this.http.get<any[]>('/cashtransfer/requests', { params });
}
approveCashTransferRequest(id: number): Observable<any> {
return this.http.post(`/cashtransfer/requests/${id}/approve`, {});
}
rejectCashTransferRequest(id: number, reason: string): Observable<any> {
return this.http.post(`/cashtransfer/requests/${id}/reject`, { reason });
} }
getCashTransfers(offset = 0, limit = 20): Observable<any> { getCashTransfers(offset = 0, limit = 20): Observable<any> {
const params = new HttpParams().set('offset', offset).set('limit', limit); const params = new HttpParams().set('offset', offset).set('limit', limit);
@@ -70,6 +60,9 @@ export class CashierService {
getCashTransferById(id: number): Observable<any> { getCashTransferById(id: number): Observable<any> {
return this.http.get(`/cashtransfer/${id}`); return this.http.get(`/cashtransfer/${id}`);
} }
reverseCashTransfer(id: number, reason: string): Observable<any> {
return this.http.post(`/cashtransfer/${id}/reverse`, { reason });
}
// ── Cash Settlement ── // ── Cash Settlement ──
createCashSettlement(data: any): Observable<any> { createCashSettlement(data: any): Observable<any> {
@@ -82,6 +75,9 @@ export class CashierService {
getCashSettlementById(id: number): Observable<any> { getCashSettlementById(id: number): Observable<any> {
return this.http.get(`/cashsettlement/${id}`); return this.http.get(`/cashsettlement/${id}`);
} }
reverseCashSettlement(id: number, reason: string): Observable<any> {
return this.http.post(`/cashsettlement/${id}/reverse`, { reason });
}
// ── Inter-cashier Transfer ── // ── Inter-cashier Transfer ──
createInterCashierTransfer(data: any): Observable<any> { createInterCashierTransfer(data: any): Observable<any> {
@@ -94,10 +90,8 @@ export class CashierService {
getInterCashierById(id: number): Observable<any> { getInterCashierById(id: number): Observable<any> {
return this.http.get(`/cashintercashier/${id}`); return this.http.get(`/cashintercashier/${id}`);
} }
/** One cashier's details, today's vault allocation and denomination-wise cash, for either side of a transfer. */ reverseInterCashierTransfer(id: number, reason: string): Observable<any> {
getInterCashierCashierSummary(cashierId: number, date: string): Observable<any> { return this.http.post(`/cashintercashier/${id}/reverse`, { reason });
const params = new HttpParams().set('cashierId', cashierId).set('date', date);
return this.http.get<any>('/cashintercashier/cashier-summary', { params });
} }
// ── Reconciliation ── // ── Reconciliation ──
@@ -211,23 +205,6 @@ export class CashierService {
return this.http.get('/branchday', { params }); return this.http.get('/branchday', { params });
} }
/**
* The savings products whose interest posting report is due for the date and not yet approved —
* the backend refuses to close any branch's day while one is pending.
*/
interestDayCloseCheck(
date?: string,
officeId?: number
): Observable<{ businessDate: string; canClose: boolean; pendingProducts: string[] }> {
let params = new HttpParams();
if (date) params = params.set('date', date);
if (officeId) params = params.set('officeId', String(officeId));
return this.http.get<{ businessDate: string; canClose: boolean; pendingProducts: string[] }>(
'/savingsinterestpostingreports/day-close-check',
{ params }
);
}
/** Days opened and never closed — today's own open day excluded. */ /** Days opened and never closed — today's own open day excluded. */
branchDayMissed(officeId?: number): Observable<any> { branchDayMissed(officeId?: number): Observable<any> {
let params = new HttpParams(); let params = new HttpParams();
@@ -324,16 +301,6 @@ export class CashierService {
if (asOfDate) params = params.set('asOfDate', asOfDate); if (asOfDate) params = params.set('asOfDate', asOfDate);
return this.http.get('/cashreports/vault-position', { params }); return this.http.get('/cashreports/vault-position', { params });
} }
/**
* Denomination-wise cash the whole branch holds: its vault(s) plus every cashier's drawer, with the day's
* exchange movement beside it. Not for a cashier -- the server refuses it.
*/
branchCashPosition(asOfDate?: string, officeId?: number): Observable<any> {
let params = new HttpParams();
if (asOfDate) params = params.set('asOfDate', asOfDate);
if (officeId) params = params.set('officeId', String(officeId));
return this.http.get('/cashreports/branch-position', { params });
}
excessTransactionReport(threshold: number, fromDate?: string, toDate?: string): Observable<any[]> { excessTransactionReport(threshold: number, fromDate?: string, toDate?: string): Observable<any[]> {
let params = new HttpParams().set('threshold', String(threshold)); let params = new HttpParams().set('threshold', String(threshold));
if (fromDate) params = params.set('fromDate', fromDate); if (fromDate) params = params.set('fromDate', fromDate);
@@ -51,12 +51,6 @@ export class ClerkShareWithdrawalService {
return this.http.post(`/clerk/share-withdrawal-requests/${id}/validate`, {}); return this.http.post(`/clerk/share-withdrawal-requests/${id}/validate`, {});
} }
/** Runs the exact same checklist approve() will run, against a draft that hasn't been submitted
* yet — so the clerk sees it in the confirm dialog, before committing to the request. */
previewValidate(data: any): Observable<any> {
return this.http.post('/clerk/share-withdrawal-requests/preview-validate', data);
}
approve(id: number): Observable<any> { approve(id: number): Observable<any> {
return this.http.post(`/clerk/share-withdrawal-requests/${id}/approve`, {}); return this.http.post(`/clerk/share-withdrawal-requests/${id}/approve`, {});
} }
@@ -12,7 +12,6 @@ import { FormsModule } from '@angular/forms';
import { MatIconModule } from '@angular/material/icon'; import { MatIconModule } from '@angular/material/icon';
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator'; import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
import { CashierService } from '../cashier.service'; import { CashierService } from '../cashier.service';
import { businessToday } from 'app/core/utils/business-today';
/** Day-wise denomination-wise closing cash collected from deposits. */ /** Day-wise denomination-wise closing cash collected from deposits. */
@Component({ @Component({
@@ -205,7 +204,7 @@ export class ClosingCashReportComponent implements OnInit {
} }
ngOnInit(): void { ngOnInit(): void {
const d = businessToday(); const d = new Date();
this.date = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`; this.date = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
this.load(); this.load();
this.service.getTellers().subscribe({ next: (t: any[]) => (this.tellers = t || []), error: () => {} }); this.service.getTellers().subscribe({ next: (t: any[]) => (this.tellers = t || []), error: () => {} });
@@ -202,7 +202,6 @@
<th class="num">Amount</th> <th class="num">Amount</th>
<th>Payment</th> <th>Payment</th>
<th>Status</th> <th>Status</th>
<th>Correction</th>
<th>By</th> <th>By</th>
<th>Approved By</th> <th>Approved By</th>
<th>Time</th> <th>Time</th>
@@ -232,18 +231,6 @@
<td> <td>
<span [class]="statusClass(r.status)">{{ r.status }}</span> <span [class]="statusClass(r.status)">{{ r.status }}</span>
</td> </td>
<td>
<!-- Where the voucher stands after a correction: unpassed, revoked, closed or corrected. -->
<mifosx-voucher-status
[status]="r.voucherStatus"
[revokedBy]="r.revokedByVoucherNo"
[replaces]="r.replacesVoucherNo"
[note]="r.correctionNote"
></mifosx-voucher-status>
@if (!r.voucherStatus || r.voucherStatus === 'ACTIVE') {
<span class="db-muted">—</span>
}
</td>
<td>{{ r.handledBy ?? '—' }}</td> <td>{{ r.handledBy ?? '—' }}</td>
<td> <td>
{{ r.approvedBy ?? '—' }} {{ r.approvedBy ?? '—' }}
@@ -269,7 +256,7 @@
— —
} }
</td> </td>
<td colspan="6"></td> <td colspan="5"></td>
</tr> </tr>
</tfoot> </tfoot>
</table> </table>
+2 -10
View File
@@ -13,8 +13,6 @@ import { MatIconModule } from '@angular/material/icon';
import { Router } from '@angular/router'; import { Router } from '@angular/router';
import { catchError, of } from 'rxjs'; import { catchError, of } from 'rxjs';
import { CashierService } from '../cashier.service'; import { CashierService } from '../cashier.service';
import { businessToday } from 'app/core/utils/business-today';
import { VoucherStatusComponent, VoucherStatus } from '../voucher-status/voucher-status.component';
/** /**
* Which part of the day's work a row came from. Set by the server, one per source register. * Which part of the day's work a row came from. Set by the server, one per source register.
@@ -27,11 +25,6 @@ type DayBookSection = 'CASHIER' | 'CLERK' | 'SYSTEM';
interface DayBookRow { interface DayBookRow {
voucherNo: string | null; voucherNo: string | null;
/** Where the voucher stands after a correction: active, revoked, under correction, or corrected. */
voucherStatus?: VoucherStatus;
revokedByVoucherNo?: string | null;
replacesVoucherNo?: string | null;
correctionNote?: string | null;
section: DayBookSection; section: DayBookSection;
side: 'CR' | 'DR'; side: 'CR' | 'DR';
kind: string; kind: string;
@@ -64,8 +57,7 @@ interface DayBookRow {
imports: [ imports: [
CommonModule, CommonModule,
FormsModule, FormsModule,
MatIconModule, MatIconModule
VoucherStatusComponent
] ]
}) })
export class DayBookComponent implements OnInit { export class DayBookComponent implements OnInit {
@@ -103,7 +95,7 @@ export class DayBookComponent implements OnInit {
/** Local date as yyyy-MM-dd — toISOString() would shift the day in any timezone behind UTC. */ /** Local date as yyyy-MM-dd — toISOString() would shift the day in any timezone behind UTC. */
private today(): string { private today(): string {
const d = businessToday(); const d = new Date();
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`; return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
} }
@@ -11,29 +11,41 @@
<div> <div>
<div class="pg-eyebrow">CASHIER · INTER-CASHIER TRANSFER</div> <div class="pg-eyebrow">CASHIER · INTER-CASHIER TRANSFER</div>
<h1 class="pg-title">Inter-Cashier Transfer</h1> <h1 class="pg-title">Inter-Cashier Transfer</h1>
<p class="pg-sub">Hand over denomination-wise cash from your drawer to another cashier at your counter.</p> <p class="pg-sub">Move denomination-wise cash between two cashiers within the same teller.</p>
</div> </div>
<button type="button" class="pg-btn pg-btn--ghost" (click)="clear()"><mat-icon>undo</mat-icon> Clear</button> <button type="button" class="pg-btn pg-btn--ghost" (click)="clear()"><mat-icon>undo</mat-icon> Clear</button>
</header> </header>
@if (ownCashierMissing) {
<div class="ict-alert">
<mat-icon>person_off</mat-icon>
Your login is not linked to a cashier. An inter-cashier transfer is made by the cashier handing the cash over, so
log in as that cashier.
</div>
}
<div class="pg-toolbar pg-toolbar--mat"> <div class="pg-toolbar pg-toolbar--mat">
@if (tellers.length === 1) {
<mat-form-field appearance="outline" subscriptSizing="dynamic"> <mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Teller</mat-label> <mat-label>Teller</mat-label>
<input matInput type="text" [value]="tellerName || '—'" readonly /> <input matInput type="text" [value]="tellers[0].name" readonly />
</mat-form-field> </mat-form-field>
} @else {
<!-- The sender is always the cashier who is logged in; nothing to pick. -->
<mat-form-field appearance="outline" subscriptSizing="dynamic"> <mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>From (You)</mat-label> <mat-label>Teller</mat-label>
<input matInput type="text" [value]="fromParty || '—'" readonly /> <mat-select [value]="selectedTellerId" (selectionChange)="onTellerSelect($event.value)">
@for (t of tellers; track t.id) {
<mat-option [value]="t.id">{{ t.name }}</mat-option>
}
@if (tellers.length === 0) {
<mat-option [value]="null" disabled>No tellers configured</mat-option>
}
</mat-select>
</mat-form-field>
}
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>From (Cashier)</mat-label>
<mat-select [value]="fromCashierId" (selectionChange)="onFromSelect($event.value)" [disabled]="!selectedTellerId">
@for (c of availableFrom; track c.id) {
<mat-option [value]="c.id">{{ c.label }}</mat-option>
}
@if (selectedTellerId && allCashiers.length === 0 && !loadingCashiers) {
<mat-option [value]="null" disabled>No cashiers</mat-option>
}
</mat-select>
</mat-form-field> </mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic"> <mat-form-field appearance="outline" subscriptSizing="dynamic">
@@ -42,7 +54,7 @@
@for (c of availableTo; track c.id) { @for (c of availableTo; track c.id) {
<mat-option [value]="c.id">{{ c.label }}</mat-option> <mat-option [value]="c.id">{{ c.label }}</mat-option>
} }
@if (fromCashierId && !loadingCashiers && availableTo.length === 0) { @if (fromCashierId && availableTo.length === 0) {
<mat-option [value]="null" disabled>No other cashiers</mat-option> <mat-option [value]="null" disabled>No other cashiers</mat-option>
} }
</mat-select> </mat-select>
@@ -50,7 +62,7 @@
<mat-form-field appearance="outline" subscriptSizing="dynamic"> <mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Date</mat-label> <mat-label>Date</mat-label>
<input matInput type="date" [value]="transferDate" (change)="onDateChange($any($event.target).value)" /> <input matInput type="date" [value]="transferDate" (change)="transferDate = $any($event.target).value" />
</mat-form-field> </mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="pg-note-field"> <mat-form-field appearance="outline" subscriptSizing="dynamic" class="pg-note-field">
@@ -59,102 +71,26 @@
</mat-form-field> </mat-form-field>
</div> </div>
<!-- Both sides of the transfer: who they are, whether the vault has allocated them cash today,
and what they hold now. -->
@if (fromCashierId || toCashierId) {
<div class="ict-parties">
<ng-container
*ngTemplateOutlet="
partyCard;
context: { title: 'From (Sending Cashier)', s: fromSummary, loading: loadingFrom, picked: !!fromCashierId }
"
></ng-container>
<mat-icon class="ict-parties__arrow">arrow_forward</mat-icon>
<ng-container
*ngTemplateOutlet="
partyCard;
context: { title: 'To (Receiving Cashier)', s: toSummary, loading: loadingTo, picked: !!toCashierId }
"
></ng-container>
</div>
}
<ng-template #partyCard let-title="title" let-s="s" let-loading="loading" let-picked="picked">
<div class="ict-party" [class.ict-party--blocked]="s && !s.cashAllocated">
<div class="ict-party__title">{{ title }}</div>
@if (!picked) {
<div class="ict-party__empty">Select a cashier</div>
} @else if (loading) {
<div class="ict-party__empty">Loading…</div>
} @else if (!s) {
<div class="ict-party__empty">Could not load this cashier's details.</div>
} @else {
<div class="ict-party__name">{{ s.cashierName || '—' }}</div>
<div class="ict-party__meta">
<span><mat-icon>point_of_sale</mat-icon> {{ s.tellerName || '—' }}</span>
<span><mat-icon>account_balance</mat-icon> {{ s.officeName || '—' }}</span>
</div>
<div class="ict-party__figures">
<div>
<div class="ict-party__label">Allocated today</div>
<div class="ict-party__value">₹{{ s.allocatedAmount | number: '1.2-2' }}</div>
</div>
<div>
<div class="ict-party__label">Cash in hand</div>
<div class="ict-party__value">₹{{ s.totalAmount | number: '1.2-2' }}</div>
</div>
</div>
@if (!s.cashAllocated) {
<div class="ict-party__warn">
<mat-icon>block</mat-icon> No cash allocated from the vault for this date — inter-cashier transfer is not
allowed.
</div>
}
}
</div>
</ng-template>
@if (fromSummary && toSummary && !bothAllocated) {
<div class="ict-alert">
<mat-icon>block</mat-icon>
Both cashiers must first be allocated cash from the vault (Cash Transfer) for {{ transferDate }} before an
inter-cashier transfer.
</div>
}
@if (anyExceedsHeld) {
<div class="ict-alert">
<mat-icon>error_outline</mat-icon>
The sending cashier does not hold enough of the highlighted denominations.
</div>
}
<div class="pg-card"> <div class="pg-card">
<table class="pg-table"> <table class="pg-table">
<thead> <thead>
<tr> <tr>
<th>Denomination</th> <th>Denomination</th>
<th class="num">From holds</th>
<th style="text-align: center">Count</th> <th style="text-align: center">Count</th>
<th class="num">Amount</th> <th class="num">Amount</th>
<th class="num">To holds</th>
</tr> </tr>
</thead> </thead>
<tbody> <tbody>
@if (notes.length) { @if (notes.length) {
<tr class="pg-section"> <tr class="pg-section">
<td colspan="5">Bank Notes</td> <td colspan="3">Bank Notes</td>
</tr> </tr>
} }
@for (d of notes; track d.id) { @for (d of notes; track d.id) {
<tr [class.ict-row--over]="exceedsHeld(d)"> <tr>
<td> <td>
<span class="pg-chip">{{ d.label }}</span> <span class="pg-chip">{{ d.label }}</span>
</td> </td>
<td class="num" [class.ict-held--over]="exceedsHeld(d)">
<ng-container
*ngTemplateOutlet="heldCell; context: { n: heldBy(fromSummary, d), delta: -countFor(d) }"
></ng-container>
</td>
<td style="display: flex; justify-content: center"> <td style="display: flex; justify-content: center">
<div class="pg-step"> <div class="pg-step">
<button type="button" (click)="bump(d, -1)" [disabled]="countFor(d) === 0">−</button> <button type="button" (click)="bump(d, -1)" [disabled]="countFor(d) === 0">−</button>
@@ -163,28 +99,18 @@
</div> </div>
</td> </td>
<td class="num">₹{{ subtotal(d) | number: '1.2-2' }}</td> <td class="num">₹{{ subtotal(d) | number: '1.2-2' }}</td>
<td class="num">
<ng-container
*ngTemplateOutlet="heldCell; context: { n: heldBy(toSummary, d), delta: countFor(d) }"
></ng-container>
</td>
</tr> </tr>
} }
@if (coins.length) { @if (coins.length) {
<tr class="pg-section"> <tr class="pg-section">
<td colspan="5">Coins</td> <td colspan="3">Coins</td>
</tr> </tr>
} }
@for (d of coins; track d.id) { @for (d of coins; track d.id) {
<tr [class.ict-row--over]="exceedsHeld(d)"> <tr>
<td> <td>
<span class="pg-chip pg-chip--coin">{{ d.label }}</span> <span class="pg-chip pg-chip--coin">{{ d.label }}</span>
</td> </td>
<td class="num" [class.ict-held--over]="exceedsHeld(d)">
<ng-container
*ngTemplateOutlet="heldCell; context: { n: heldBy(fromSummary, d), delta: -countFor(d) }"
></ng-container>
</td>
<td style="display: flex; justify-content: center"> <td style="display: flex; justify-content: center">
<div class="pg-step"> <div class="pg-step">
<button type="button" (click)="bump(d, -1)" [disabled]="countFor(d) === 0">−</button> <button type="button" (click)="bump(d, -1)" [disabled]="countFor(d) === 0">−</button>
@@ -193,34 +119,17 @@
</div> </div>
</td> </td>
<td class="num">₹{{ subtotal(d) | number: '1.2-2' }}</td> <td class="num">₹{{ subtotal(d) | number: '1.2-2' }}</td>
<td class="num">
<ng-container
*ngTemplateOutlet="heldCell; context: { n: heldBy(toSummary, d), delta: countFor(d) }"
></ng-container>
</td>
</tr> </tr>
} }
@if (denoms.length === 0) { @if (denoms.length === 0) {
<tr> <tr>
<td colspan="5" class="pg-empty">No active denominations. Add some in Cash Denomination.</td> <td colspan="3" class="pg-empty">No active denominations. Add some in Cash Denomination.</td>
</tr> </tr>
} }
</tbody> </tbody>
</table> </table>
</div> </div>
<!-- A held count, with what it becomes once this transfer is recorded. -->
<ng-template #heldCell let-n="n" let-delta="delta">
@if (n === null) {
—
} @else {
{{ n }}
@if (delta !== 0) {
<span class="ict-after">→ {{ n + delta }}</span>
}
}
</ng-template>
<div class="pg-total-bar"> <div class="pg-total-bar">
Total to transfer: <strong>₹{{ total | number: '1.2-2' }}</strong> Total to transfer: <strong>₹{{ total | number: '1.2-2' }}</strong>
<button type="button" class="pg-btn pg-btn--primary" [disabled]="!valid || saving" (click)="submit()"> <button type="button" class="pg-btn pg-btn--primary" [disabled]="!valid || saving" (click)="submit()">
@@ -1,150 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
.ict-parties {
display: grid;
grid-template-columns: 1fr auto 1fr;
align-items: stretch;
gap: 12px;
margin-bottom: 12px;
&__arrow {
align-self: center;
color: #64748b;
}
@media (width <= 760px) {
grid-template-columns: 1fr;
&__arrow {
justify-self: center;
transform: rotate(90deg);
}
}
}
.ict-party {
padding: 12px 14px;
background: #fff;
border: 1px solid #e2e8f0;
border-radius: 10px;
&--blocked {
background: #fef2f2;
border-color: #fecaca;
}
&__title {
font-size: 11px;
font-weight: 700;
letter-spacing: 0.04em;
text-transform: uppercase;
color: #64748b;
}
&__empty {
margin-top: 8px;
font-size: 13px;
color: #94a3b8;
}
&__name {
margin-top: 4px;
font-size: 16px;
font-weight: 700;
color: #0f172a;
}
&__meta {
display: flex;
flex-wrap: wrap;
gap: 14px;
margin-top: 4px;
font-size: 12px;
color: #475569;
span {
display: inline-flex;
align-items: center;
gap: 4px;
}
mat-icon {
font-size: 14px;
width: 14px;
height: 14px;
}
}
&__figures {
display: flex;
gap: 24px;
margin-top: 10px;
}
&__label {
font-size: 11px;
color: #64748b;
}
&__value {
font-size: 15px;
font-weight: 700;
color: #0f172a;
}
&__warn {
display: flex;
align-items: center;
gap: 6px;
margin-top: 10px;
font-size: 12px;
font-weight: 600;
color: #991b1b;
mat-icon {
font-size: 16px;
width: 16px;
height: 16px;
}
}
}
.ict-alert {
display: flex;
align-items: center;
gap: 8px;
margin-bottom: 10px;
padding: 8px 14px;
background: #fef2f2;
border: 1px solid #fecaca;
border-radius: 8px;
font-size: 12px;
color: #991b1b;
mat-icon {
font-size: 16px;
width: 16px;
height: 16px;
}
}
.ict-row--over {
background: #fef2f2;
}
.ict-held--over {
color: #b91c1c;
font-weight: 700;
}
.ict-after {
margin-left: 4px;
font-size: 11px;
color: #64748b;
}
@@ -17,7 +17,6 @@ import { MatInputModule } from '@angular/material/input';
import { of } from 'rxjs'; import { of } from 'rxjs';
import { catchError } from 'rxjs/operators'; import { catchError } from 'rxjs/operators';
import { CashierService } from '../cashier.service'; import { CashierService } from '../cashier.service';
import { businessToday } from 'app/core/utils/business-today';
interface Denom { interface Denom {
id: number; id: number;
@@ -29,27 +28,12 @@ interface Cashier {
id: number; id: number;
label: string; label: string;
} }
/** One side of the transfer, from GET /cashintercashier/cashier-summary. */
interface CashierSummary {
cashierId: number;
cashierName: string;
tellerName: string;
officeName: string;
cashAllocated: boolean;
allocatedAmount: number;
totalAmount: number;
/** Count held per denomination id. */
held: Record<number, number>;
}
/** Move cash denomination-wise between two cashiers under the same teller. */ /** Move cash denomination-wise between two cashiers under the same teller. */
@Component({ @Component({
selector: 'mifosx-inter-cashier-transfer', selector: 'mifosx-inter-cashier-transfer',
templateUrl: './inter-cashier-transfer.component.html', templateUrl: './inter-cashier-transfer.component.html',
styleUrls: [ styleUrls: ['../cashier-shared.scss'],
'../cashier-shared.scss',
'./inter-cashier-transfer.component.scss'
],
standalone: true, standalone: true,
imports: [ imports: [
CommonModule, CommonModule,
@@ -72,12 +56,7 @@ export class InterCashierTransferComponent implements OnInit {
note = ''; note = '';
saving = false; saving = false;
/** tellers: { id: number; name: string }[] = [];
* The sending cashier is always the one logged in: cash is handed over from their own drawer, so there is
* no one else to pick on that side. Only the receiving cashier is chosen.
*/
ownCashierMissing = false;
tellerName = '';
allCashiers: Cashier[] = []; allCashiers: Cashier[] = [];
selectedTellerId: number | null = null; selectedTellerId: number | null = null;
fromCashierId: number | null = null; fromCashierId: number | null = null;
@@ -86,25 +65,21 @@ export class InterCashierTransferComponent implements OnInit {
toParty = ''; toParty = '';
loadingCashiers = false; loadingCashiers = false;
/** Details and denomination-wise cash of each side, so both are seen before the transfer is recorded. */
fromSummary: CashierSummary | null = null;
toSummary: CashierSummary | null = null;
loadingFrom = false;
loadingTo = false;
get denoms(): Denom[] { get denoms(): Denom[] {
return [ return [
...this.notes, ...this.notes,
...this.coins ...this.coins
]; ];
} }
/** Everyone under the same teller except the sender. */ get availableFrom(): Cashier[] {
return this.allCashiers;
}
get availableTo(): Cashier[] { get availableTo(): Cashier[] {
return this.allCashiers.filter((c) => c.id !== this.fromCashierId); return this.allCashiers.filter((c) => c.id !== this.fromCashierId);
} }
ngOnInit(): void { ngOnInit(): void {
const d = businessToday(); const d = new Date();
this.transferDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`; this.transferDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
this.service.getActiveDenominations().subscribe({ this.service.getActiveDenominations().subscribe({
next: (list) => { next: (list) => {
@@ -122,20 +97,25 @@ export class InterCashierTransferComponent implements OnInit {
this.coins = []; this.coins = [];
} }
}); });
// The sender is the cashier behind this login; their counter then gives the receivers to pick from. this.service
this.service.getCurrentCashierInfo().subscribe((info) => { .getTellers()
if (!info) { .pipe(catchError(() => of([] as any[])))
this.ownCashierMissing = true; .subscribe((list) => {
return; this.tellers = (list || []).map((t: any) => ({ id: t.id, name: t.name }));
if (this.tellers.length === 1) {
this.onTellerSelect(this.tellers[0].id);
} }
this.fromCashierId = info.cashierId;
this.fromParty = info.cashierName;
this.loadSummary('from');
}); });
} }
/** The other cashiers at this counter, one of whom receives the cash. */ onTellerSelect(tellerId: number): void {
private loadReceivers(tellerId: number): void { this.selectedTellerId = tellerId;
this.fromCashierId = null;
this.toCashierId = null;
this.fromParty = '';
this.toParty = '';
this.allCashiers = [];
if (!tellerId) return;
this.loadingCashiers = true; this.loadingCashiers = true;
this.service this.service
.getCashiersForTeller(tellerId) .getCashiersForTeller(tellerId)
@@ -146,90 +126,20 @@ export class InterCashierTransferComponent implements OnInit {
}); });
} }
onFromSelect(cashierId: number): void {
this.fromCashierId = cashierId;
const c = this.allCashiers.find((x) => x.id === cashierId);
this.fromParty = c ? c.label : '';
if (this.toCashierId === cashierId) {
this.toCashierId = null;
this.toParty = '';
}
}
onToSelect(cashierId: number): void { onToSelect(cashierId: number): void {
this.toCashierId = cashierId; this.toCashierId = cashierId;
const c = this.allCashiers.find((x) => x.id === cashierId); const c = this.allCashiers.find((x) => x.id === cashierId);
this.toParty = c ? c.label : ''; this.toParty = c ? c.label : '';
this.loadSummary('to');
}
onDateChange(value: string): void {
this.transferDate = value;
this.loadSummary('from');
this.loadSummary('to');
}
/** Fetch one side's details, vault allocation and denomination-wise cash for the transfer date. */
private loadSummary(side: 'from' | 'to'): void {
const cashierId = side === 'from' ? this.fromCashierId : this.toCashierId;
if (side === 'from') {
this.fromSummary = null;
} else {
this.toSummary = null;
}
if (!cashierId || !this.transferDate) return;
this.setLoading(side, true);
this.service
.getInterCashierCashierSummary(cashierId, this.transferDate)
.pipe(catchError(() => of(null)))
.subscribe((r: any) => {
this.setLoading(side, false);
// A late answer for a cashier no longer selected on that side is dropped.
const current = side === 'from' ? this.fromCashierId : this.toCashierId;
if (!r || current !== cashierId) return;
// The sender's summary also tells which counter they are at, hence who they can hand cash to.
if (side === 'from' && r.tellerId && this.selectedTellerId !== Number(r.tellerId)) {
this.selectedTellerId = Number(r.tellerId);
this.tellerName = r.tellerName || '';
this.loadReceivers(this.selectedTellerId);
}
const held: Record<number, number> = {};
for (const d of r.denominations || []) {
held[d.denominationId] = (held[d.denominationId] || 0) + Number(d.count || 0);
}
const summary: CashierSummary = {
cashierId: r.cashierId,
cashierName: r.cashierName,
tellerName: r.tellerName,
officeName: r.officeName,
cashAllocated: !!r.cashAllocated,
allocatedAmount: Number(r.allocatedAmount || 0),
totalAmount: Number(r.totalAmount || 0),
held
};
if (side === 'from') {
this.fromSummary = summary;
} else {
this.toSummary = summary;
}
});
}
private setLoading(side: 'from' | 'to', loading: boolean): void {
if (side === 'from') {
this.loadingFrom = loading;
} else {
this.loadingTo = loading;
}
}
/** Count of the denomination the cashier holds, or null while their figures are not loaded. */
heldBy(summary: CashierSummary | null, d: Denom): number | null {
return summary ? summary.held[d.id] || 0 : null;
}
/** The sending cashier is asked to hand on more of this denomination than they hold. */
exceedsHeld(d: Denom): boolean {
return !!this.fromSummary && this.countFor(d) > (this.fromSummary.held[d.id] || 0);
}
get anyExceedsHeld(): boolean {
return this.denoms.some((d) => this.exceedsHeld(d));
}
/** Both sides must have been allocated cash from the vault for the day before they can transfer. */
get bothAllocated(): boolean {
return !!this.fromSummary?.cashAllocated && !!this.toSummary?.cashAllocated;
} }
countFor(d: Denom): number { countFor(d: Denom): number {
@@ -249,14 +159,7 @@ export class InterCashierTransferComponent implements OnInit {
return this.denoms.reduce((s, d) => s + this.subtotal(d), 0); return this.denoms.reduce((s, d) => s + this.subtotal(d), 0);
} }
get valid(): boolean { get valid(): boolean {
return ( return this.total > 0 && !!this.selectedTellerId && !!this.fromCashierId && !!this.toCashierId;
this.total > 0 &&
!!this.selectedTellerId &&
!!this.fromCashierId &&
!!this.toCashierId &&
this.bothAllocated &&
!this.anyExceedsHeld
);
} }
clear(): void { clear(): void {
@@ -283,12 +186,10 @@ export class InterCashierTransferComponent implements OnInit {
this.snackBar.open('Inter-cashier transfer recorded', 'Close', { duration: 3000 }); this.snackBar.open('Inter-cashier transfer recorded', 'Close', { duration: 3000 });
this.clear(); this.clear();
this.note = ''; this.note = '';
// The sender stays the logged-in cashier; the receiver is picked afresh, and the sender's holdings this.fromCashierId = null;
// are read again now that part of them has gone.
this.toCashierId = null; this.toCashierId = null;
this.fromParty = '';
this.toParty = ''; this.toParty = '';
this.toSummary = null;
this.loadSummary('from');
this.saving = false; this.saving = false;
}, },
error: () => { error: () => {
@@ -146,7 +146,6 @@
<th class="num">Amount</th> <th class="num">Amount</th>
<th>My part</th> <th>My part</th>
<th>Status</th> <th>Status</th>
<th>Correction</th>
<th>Time</th> <th>Time</th>
</tr> </tr>
</thead> </thead>
@@ -204,18 +203,6 @@
{{ statusLabel(r.verificationStatus) }} {{ statusLabel(r.verificationStatus) }}
</span> </span>
</td> </td>
<td>
<!-- Where the voucher stands after a correction: unpassed, revoked, closed or corrected. -->
<mifosx-voucher-status
[status]="r.voucherStatus"
[revokedBy]="r.revokedByVoucherNo"
[replaces]="r.replacesVoucherNo"
[note]="r.correctionNote"
></mifosx-voucher-status>
@if (!r.voucherStatus || r.voucherStatus === 'ACTIVE') {
<span class="mw-acct">—</span>
}
</td>
<td class="mw-time">{{ r.createdAt | date: 'HH:mm' }}</td> <td class="mw-time">{{ r.createdAt | date: 'HH:mm' }}</td>
</tr> </tr>
} }
+2 -10
View File
@@ -14,8 +14,6 @@ import { MatDialog, MatDialogModule } from '@angular/material/dialog';
import { catchError, finalize, of } from 'rxjs'; import { catchError, finalize, of } from 'rxjs';
import { CashierService } from '../cashier.service'; import { CashierService } from '../cashier.service';
import { VoucherDetailDialogComponent } from './voucher-detail-dialog.component'; import { VoucherDetailDialogComponent } from './voucher-detail-dialog.component';
import { businessToday } from 'app/core/utils/business-today';
import { VoucherStatusComponent, VoucherStatus } from '../voucher-status/voucher-status.component';
/** What the signed-in user's part in a voucher was. */ /** What the signed-in user's part in a voucher was. */
export type MyRole = 'RAISED' | 'VERIFIED' | 'RAISED_AND_VERIFIED'; export type MyRole = 'RAISED' | 'VERIFIED' | 'RAISED_AND_VERIFIED';
@@ -25,11 +23,6 @@ export type VoucherSide = 'CR' | 'DR' | 'JV';
interface MyWorkRow { interface MyWorkRow {
voucherNo: string; voucherNo: string;
/** Where the voucher stands after a correction: active, revoked, under correction, or corrected. */
voucherStatus?: VoucherStatus;
revokedByVoucherNo?: string | null;
replacesVoucherNo?: string | null;
correctionNote?: string | null;
side: VoucherSide | null; side: VoucherSide | null;
voucherType: string | null; voucherType: string | null;
amount: number | null; amount: number | null;
@@ -82,8 +75,7 @@ interface MyWorkReport {
CommonModule, CommonModule,
FormsModule, FormsModule,
MatIconModule, MatIconModule,
MatDialogModule, MatDialogModule
VoucherStatusComponent
] ]
}) })
export class MyWorkComponent implements OnInit { export class MyWorkComponent implements OnInit {
@@ -365,7 +357,7 @@ export class MyWorkComponent implements OnInit {
} }
private todayIso(): string { private todayIso(): string {
const d = businessToday(); const d = new Date();
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`; return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
} }
} }
@@ -11,7 +11,6 @@ import { CommonModule } from '@angular/common';
import { MatDialogModule, MatDialogRef, MAT_DIALOG_DATA } from '@angular/material/dialog'; import { MatDialogModule, MatDialogRef, MAT_DIALOG_DATA } from '@angular/material/dialog';
import { MatButtonModule } from '@angular/material/button'; import { MatButtonModule } from '@angular/material/button';
import { MatIconModule } from '@angular/material/icon'; import { MatIconModule } from '@angular/material/icon';
import { VoucherStatusComponent, VoucherStatus } from '../voucher-status/voucher-status.component';
export interface VoucherDetailDialogData { export interface VoucherDetailDialogData {
/** Already-loaded detail from CashierService.voucherDetail() — the caller fetches, this dialog /** Already-loaded detail from CashierService.voucherDetail() — the caller fetches, this dialog
@@ -19,10 +18,6 @@ export interface VoucherDetailDialogData {
* duplicated inside every dialog that could ever show a voucher. */ * duplicated inside every dialog that could ever show a voucher. */
detail: { detail: {
voucherNo: string; voucherNo: string;
voucherStatus?: VoucherStatus;
revokedByVoucherNo?: string | null;
replacesVoucherNo?: string | null;
correctionNote?: string | null;
voucherType: string | null; voucherType: string | null;
amount: number | null; amount: number | null;
branchName: string | null; branchName: string | null;
@@ -63,8 +58,7 @@ export interface VoucherDetailDialogData {
CommonModule, CommonModule,
MatDialogModule, MatDialogModule,
MatButtonModule, MatButtonModule,
MatIconModule, MatIconModule
VoucherStatusComponent
], ],
template: ` template: `
<div class="vd-shell"> <div class="vd-shell">
@@ -72,15 +66,7 @@ export interface VoucherDetailDialogData {
<div class="vd-header__title"> <div class="vd-header__title">
<mat-icon class="vd-icon">receipt_long</mat-icon> <mat-icon class="vd-icon">receipt_long</mat-icon>
<div> <div>
<h2> <h2>{{ detail.voucherNo }}</h2>
{{ detail.voucherNo }}
<mifosx-voucher-status
[status]="detail.voucherStatus"
[revokedBy]="detail.revokedByVoucherNo"
[replaces]="detail.replacesVoucherNo"
[note]="detail.correctionNote"
></mifosx-voucher-status>
</h2>
<p>{{ detail.voucherType || 'Voucher' }} &middot; {{ detail.branchName || 'Head Office' }}</p> <p>{{ detail.voucherType || 'Voucher' }} &middot; {{ detail.branchName || 'Head Office' }}</p>
</div> </div>
</div> </div>
@@ -19,21 +19,34 @@
<!-- ── Entry Tab ── --> <!-- ── Entry Tab ── -->
<mat-tab label="New Reconciliation"> <mat-tab label="New Reconciliation">
<div class="pg-tab-body"> <div class="pg-tab-body">
@if (ownCashierMissing) {
<div class="pg-empty">
Your login is not linked to a cashier, so there is no cash drawer to reconcile. Ask an administrator to link
your user to a cashier.
</div>
}
<div class="pg-toolbar pg-toolbar--mat"> <div class="pg-toolbar pg-toolbar--mat">
<!-- A reconciliation is the cashier's own count of their own drawer: nothing to pick. --> @if (tellers.length === 1) {
<mat-form-field appearance="outline" subscriptSizing="dynamic"> <mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Teller</mat-label> <mat-label>Teller</mat-label>
<input matInput type="text" [value]="ownTellerName || '—'" readonly /> <input matInput type="text" [value]="tellers[0].name" readonly />
</mat-form-field> </mat-form-field>
} @else {
<mat-form-field appearance="outline" subscriptSizing="dynamic"> <mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Cashier (You)</mat-label> <mat-label>Teller</mat-label>
<input matInput type="text" [value]="cashierName || '—'" readonly /> <mat-select [value]="selectedTellerId" (selectionChange)="onTellerSelect($event.value)">
@for (t of tellers; track t.id) {
<mat-option [value]="t.id">{{ t.name }}</mat-option>
}
</mat-select>
</mat-form-field>
}
<mat-form-field appearance="outline" subscriptSizing="dynamic">
<mat-label>Cashier</mat-label>
<mat-select
[value]="selectedCashierId"
(selectionChange)="onCashierSelect($event.value)"
[disabled]="!selectedTellerId"
>
@for (c of cashiers; track c.id) {
<mat-option [value]="c.id">{{ c.label }}</mat-option>
}
</mat-select>
</mat-form-field> </mat-form-field>
<mat-form-field appearance="outline" subscriptSizing="dynamic"> <mat-form-field appearance="outline" subscriptSizing="dynamic">
@@ -12,12 +12,12 @@ import { FormsModule } from '@angular/forms';
import { MatIconModule } from '@angular/material/icon'; import { MatIconModule } from '@angular/material/icon';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar'; import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { MatFormFieldModule } from '@angular/material/form-field'; import { MatFormFieldModule } from '@angular/material/form-field';
import { MatSelectModule } from '@angular/material/select';
import { MatInputModule } from '@angular/material/input'; import { MatInputModule } from '@angular/material/input';
import { MatTabsModule } from '@angular/material/tabs'; import { MatTabsModule } from '@angular/material/tabs';
import { forkJoin, of } from 'rxjs'; import { forkJoin, of } from 'rxjs';
import { catchError } from 'rxjs/operators'; import { catchError } from 'rxjs/operators';
import { CashierService } from '../cashier.service'; import { CashierService } from '../cashier.service';
import { businessToday } from 'app/core/utils/business-today';
interface DenomRow { interface DenomRow {
denominationId: number; denominationId: number;
@@ -57,6 +57,7 @@ interface ReconRecord {
MatIconModule, MatIconModule,
MatSnackBarModule, MatSnackBarModule,
MatFormFieldModule, MatFormFieldModule,
MatSelectModule,
MatInputModule, MatInputModule,
MatTabsModule MatTabsModule
] ]
@@ -65,14 +66,9 @@ export class ReconciliationComponent implements OnInit {
private service = inject(CashierService); private service = inject(CashierService);
private snackBar = inject(MatSnackBar); private snackBar = inject(MatSnackBar);
/**
* A reconciliation is the cashier's own count of their own drawer, so nobody else makes one and there is
* no cashier to pick: the screen is fixed to the logged-in cashier. The server refuses anything else.
*/
ownCashierMissing = false;
ownTellerName = '';
// ── Entry form ── // ── Entry form ──
tellers: { id: number; name: string }[] = [];
cashiers: { id: number; label: string }[] = [];
selectedTellerId: number | null = null; selectedTellerId: number | null = null;
selectedCashierId: number | null = null; selectedCashierId: number | null = null;
cashierName = ''; cashierName = '';
@@ -89,30 +85,44 @@ export class ReconciliationComponent implements OnInit {
loadingHistory = false; loadingHistory = false;
ngOnInit(): void { ngOnInit(): void {
const d = businessToday(); const d = new Date();
this.reconDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`; this.reconDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
this.lockToOwnCashier(); this.service
.getTellers()
.pipe(catchError(() => of([] as any[])))
.subscribe((list) => {
this.tellers = (list || []).map((t: any) => ({ id: t.id, name: t.name }));
if (this.tellers.length === 1) {
this.onTellerSelect(this.tellers[0].id);
}
});
this.loadHistory(); this.loadHistory();
} }
/** Take the logged-in cashier as the one being reconciled, with their counter for the record. */ onTellerSelect(tellerId: number): void {
private lockToOwnCashier(): void { this.selectedTellerId = tellerId;
this.service.getCurrentCashierInfo().subscribe((info) => { this.selectedCashierId = null;
if (!info) { this.cashierName = '';
this.ownCashierMissing = true; this.cashiers = [];
return; this.rows = [];
} if (!tellerId) return;
this.selectedCashierId = info.cashierId;
this.cashierName = info.cashierName;
this.service this.service
.getInterCashierCashierSummary(info.cashierId, this.reconDate) .getCashiersForTeller(tellerId)
.pipe(catchError(() => of(null))) .pipe(catchError(() => of({ cashiers: [] })))
.subscribe((r: any) => { .subscribe((r: any) => {
this.selectedTellerId = r?.tellerId ?? null; this.cashiers = (r?.cashiers || []).map((c: any) => ({ id: c.id, label: c.staffName }));
this.ownTellerName = r?.tellerName || ''; if (this.cashiers.length === 1) {
this.onCashierSelect(this.cashiers[0].id);
}
}); });
}
onCashierSelect(cashierId: number): void {
this.selectedCashierId = cashierId;
const c = this.cashiers.find((x) => x.id === cashierId);
this.cashierName = c ? c.label : '';
this.rows = [];
this.fetchExpected(); this.fetchExpected();
});
} }
fetchExpected(): void { fetchExpected(): void {
@@ -117,8 +117,6 @@
<select <select
class="ws-f__ctl" class="ws-f__ctl"
[(ngModel)]="row.typ" [(ngModel)]="row.typ"
[disabled]="isTypLocked(row)"
[title]="isTypLocked(row) ? 'Token withdrawal - TYPE is fixed to Payment' : ''"
(click)="$event.stopPropagation()" (click)="$event.stopPropagation()"
(change)="onTypChange(row)" (change)="onTypChange(row)"
> >
@@ -129,16 +127,11 @@
</div> </div>
<div class="ws-f ws-f--branch"> <div class="ws-f ws-f--branch">
<label class="ws-f__lbl" title="Branch">BRANCH</label> <label class="ws-f__lbl" title="Branch">BRANCH</label>
<select <select class="ws-f__ctl" [(ngModel)]="row.br" (click)="$event.stopPropagation()">
class="ws-f__ctl" <option [ngValue]="1">001 · Main</option>
[(ngModel)]="row.br" <option [ngValue]="2">002 · M.G. Road</option>
[disabled]="branches.length <= 1" <option [ngValue]="14">014 · Station Rd</option>
[title]="branches.length <= 1 ? 'Your branch' : 'Branch'" <option [ngValue]="27">027 · Industrial</option>
(click)="$event.stopPropagation()"
>
@for (b of branches; track b.id) {
<option [ngValue]="b.id">{{ b.label }}</option>
}
</select> </select>
</div> </div>
@if (row.typ === 'DD') { @if (row.typ === 'DD') {
@@ -184,7 +177,13 @@
class="ws-f__ctl" class="ws-f__ctl"
[(ngModel)]="row.acTyp" [(ngModel)]="row.acTyp"
(click)="$event.stopPropagation()" (click)="$event.stopPropagation()"
(change)="isGlCreditOnly(row) && (row.dbCr = 'Cr')" (change)="
row.acTyp === 'GL' &&
row.typ !== 'Disbursement' &&
row.typ !== 'Fund Transfer' &&
row.typ !== 'Enter Bank Transfer' &&
(row.dbCr = 'Cr')
"
> >
@for (a of acTypOptionsFor(row); track a) { @for (a of acTypOptionsFor(row); track a) {
<option [value]="a">{{ a }}</option> <option [value]="a">{{ a }}</option>
@@ -267,7 +266,12 @@
type="button" type="button"
class="ws-seg__btn ws-seg__btn--dr" class="ws-seg__btn ws-seg__btn--dr"
[class.ws-seg__btn--active-dr]="row.dbCr === 'Dr'" [class.ws-seg__btn--active-dr]="row.dbCr === 'Dr'"
[disabled]="isGlCreditOnly(row)" [disabled]="
row.acTyp === 'GL' &&
row.typ !== 'Disbursement' &&
row.typ !== 'Fund Transfer' &&
row.typ !== 'Enter Bank Transfer'
"
(click)="row.dbCr = 'Dr'" (click)="row.dbCr = 'Dr'"
> >
DR DR
@@ -276,7 +280,6 @@
type="button" type="button"
class="ws-seg__btn ws-seg__btn--cr" class="ws-seg__btn ws-seg__btn--cr"
[class.ws-seg__btn--active-cr]="row.dbCr === 'Cr'" [class.ws-seg__btn--active-cr]="row.dbCr === 'Cr'"
[disabled]="row.typ === 'Withdrawal Slip'"
(click)="row.dbCr = 'Cr'" (click)="row.dbCr = 'Cr'"
> >
CR CR
@@ -708,18 +711,8 @@
<circle cx="12" cy="8" r="4" /> <circle cx="12" cy="8" r="4" />
<path d="M4 20c0-4 3.6-7 8-7s8 3 8 7" /> <path d="M4 20c0-4 3.6-7 8-7s8 3 8 7" />
</svg> </svg>
{{ isGlAccount ? 'GL Account Information' : 'Personal Information' }} Personal Information
</div> </div>
@if (isGlAccount) {
<div class="te-panel__body">
@for (f of glInfo; track f.label) {
<div class="te-field">
<span class="te-label">{{ f.label }}</span
><span class="te-value te-value-wrap" [class.te-mono]="f.mono">{{ f.value }}</span>
</div>
}
</div>
} @else {
<div class="te-panel__body"> <div class="te-panel__body">
<div class="te-field"> <div class="te-field">
<span class="te-label">Branch</span><span class="te-value">{{ officeName }}</span> <span class="te-label">Branch</span><span class="te-value">{{ officeName }}</span>
@@ -782,7 +775,6 @@
</div> </div>
} }
</div> </div>
}
</div> </div>
<!-- Joint Holders + Nominees --> <!-- Joint Holders + Nominees -->
@@ -937,7 +929,6 @@
<!-- Other Info + KYC + Account Balances --> <!-- Other Info + KYC + Account Balances -->
<div class="te-panel"> <div class="te-panel">
@if (!isGlAccount) {
<div class="te-panel__header"> <div class="te-panel__header">
<svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2"> <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
<rect x="3" y="4" width="18" height="18" rx="2" /> <rect x="3" y="4" width="18" height="18" rx="2" />
@@ -1006,9 +997,8 @@
} }
} }
</div> </div>
}
<div class="te-panel__header" [class.te-panel__header--mt]="!isGlAccount"> <div class="te-panel__header te-panel__header--mt">
<svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2"> <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2">
<line x1="12" y1="1" x2="12" y2="23" /> <line x1="12" y1="1" x2="12" y2="23" />
<path d="M17 5H9.5a3.5 3.5 0 0 0 0 7h5a3.5 3.5 0 0 1 0 7H6" /> <path d="M17 5H9.5a3.5 3.5 0 0 0 0 7h5a3.5 3.5 0 0 1 0 7H6" />
@@ -1577,8 +1567,6 @@
<select <select
class="ws-f__ctl" class="ws-f__ctl"
[(ngModel)]="row.typ" [(ngModel)]="row.typ"
[disabled]="isTypLocked(row)"
[title]="isTypLocked(row) ? 'Token withdrawal - TYPE is fixed to Payment' : ''"
(click)="$event.stopPropagation()" (click)="$event.stopPropagation()"
(change)="onTypChange(row)" (change)="onTypChange(row)"
> >
@@ -1589,16 +1577,11 @@
</div> </div>
<div class="ws-f ws-f--branch"> <div class="ws-f ws-f--branch">
<label class="ws-f__lbl">BRANCH</label> <label class="ws-f__lbl">BRANCH</label>
<select <select class="ws-f__ctl" [(ngModel)]="row.br" (click)="$event.stopPropagation()">
class="ws-f__ctl" <option [ngValue]="1">001 · Main</option>
[(ngModel)]="row.br" <option [ngValue]="2">002 · M.G. Road</option>
[disabled]="branches.length <= 1" <option [ngValue]="14">014 · Station Rd</option>
[title]="branches.length <= 1 ? 'Your branch' : 'Branch'" <option [ngValue]="27">027 · Industrial</option>
(click)="$event.stopPropagation()"
>
@for (b of branches; track b.id) {
<option [ngValue]="b.id">{{ b.label }}</option>
}
</select> </select>
</div> </div>
@if (row.typ === 'DD') { @if (row.typ === 'DD') {
@@ -1644,7 +1627,13 @@
class="ws-f__ctl" class="ws-f__ctl"
[(ngModel)]="row.acTyp" [(ngModel)]="row.acTyp"
(click)="$event.stopPropagation()" (click)="$event.stopPropagation()"
(change)="isGlCreditOnly(row) && (row.dbCr = 'Cr')" (change)="
row.acTyp === 'GL' &&
row.typ !== 'Disbursement' &&
row.typ !== 'Fund Transfer' &&
row.typ !== 'Enter Bank Transfer' &&
(row.dbCr = 'Cr')
"
> >
@for (a of acTypOptionsFor(row); track a) { @for (a of acTypOptionsFor(row); track a) {
<option [value]="a">{{ a }}</option> <option [value]="a">{{ a }}</option>
@@ -1715,7 +1704,12 @@
type="button" type="button"
class="ws-seg__btn ws-seg__btn--dr" class="ws-seg__btn ws-seg__btn--dr"
[class.ws-seg__btn--active-dr]="row.dbCr === 'Dr'" [class.ws-seg__btn--active-dr]="row.dbCr === 'Dr'"
[disabled]="isGlCreditOnly(row)" [disabled]="
row.acTyp === 'GL' &&
row.typ !== 'Disbursement' &&
row.typ !== 'Fund Transfer' &&
row.typ !== 'Enter Bank Transfer'
"
(click)="$event.stopPropagation(); row.dbCr = 'Dr'" (click)="$event.stopPropagation(); row.dbCr = 'Dr'"
> >
DR DR
@@ -1724,7 +1718,6 @@
type="button" type="button"
class="ws-seg__btn ws-seg__btn--cr" class="ws-seg__btn ws-seg__btn--cr"
[class.ws-seg__btn--active-cr]="row.dbCr === 'Cr'" [class.ws-seg__btn--active-cr]="row.dbCr === 'Cr'"
[disabled]="row.typ === 'Withdrawal Slip'"
(click)="$event.stopPropagation(); row.dbCr = 'Cr'" (click)="$event.stopPropagation(); row.dbCr = 'Cr'"
> >
CR CR
@@ -2050,13 +2043,7 @@
<button class="ws-btn ws-btn--ghost" type="button" (click)="onSearch()">Search</button> <button class="ws-btn ws-btn--ghost" type="button" (click)="onSearch()">Search</button>
<button class="ws-btn ws-btn--mode" type="button">Change Tr.Mode</button> <button class="ws-btn ws-btn--mode" type="button">Change Tr.Mode</button>
@if (isClerk) { @if (isClerk) {
<button <button class="ws-btn ws-btn--add" type="button" (click)="addRow()" title="Add another transaction row">
class="ws-btn ws-btn--add"
type="button"
[disabled]="selectedRow?.typ === 'Withdrawal Slip'"
(click)="addRow()"
title="Add another transaction row"
>
<svg width="12" height="12" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2.5"> <svg width="12" height="12" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2.5">
<line x1="12" y1="5" x2="12" y2="19" /> <line x1="12" y1="5" x2="12" y2="19" />
<line x1="5" y1="12" x2="19" y2="12" /> <line x1="5" y1="12" x2="19" y2="12" />
@@ -11,7 +11,7 @@ import { CommonModule } from '@angular/common';
import { DomSanitizer, SafeResourceUrl } from '@angular/platform-browser'; import { DomSanitizer, SafeResourceUrl } from '@angular/platform-browser';
import { FormsModule } from '@angular/forms'; import { FormsModule } from '@angular/forms';
import { HttpClient, HttpParams } from '@angular/common/http'; import { HttpClient, HttpParams } from '@angular/common/http';
import { catchError, debounceTime, distinctUntilChanged, map, timeout } from 'rxjs/operators'; import { catchError, debounceTime, distinctUntilChanged, map } from 'rxjs/operators';
import { forkJoin, of, Subject } from 'rxjs'; import { forkJoin, of, Subject } from 'rxjs';
import { MatDialog, MatDialogModule, MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog'; import { MatDialog, MatDialogModule, MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
import { MatIconModule } from '@angular/material/icon'; import { MatIconModule } from '@angular/material/icon';
@@ -33,7 +33,6 @@ import {
import { SponsorDDService } from '../../sponsor-dd/sponsor-dd.service'; import { SponsorDDService } from '../../sponsor-dd/sponsor-dd.service';
import { OrganizationService } from '../../organization/organization.service'; import { OrganizationService } from '../../organization/organization.service';
import { CashierIssueDdDialogComponent } from './cashier-issue-dd-dialog.component'; import { CashierIssueDdDialogComponent } from './cashier-issue-dd-dialog.component';
import { businessToday, businessTodayIso } from 'app/core/utils/business-today';
interface TxnRow { interface TxnRow {
typ: string; typ: string;
@@ -622,7 +621,7 @@ export class AccountStatementDialogComponent implements OnInit {
@ViewChild('statementContent') statementContent!: ElementRef; @ViewChild('statementContent') statementContent!: ElementRef;
today = businessTodayIso(); today = new Date().toISOString().slice(0, 10);
fromDate = ''; fromDate = '';
toDate = this.today; toDate = this.today;
@@ -1658,8 +1657,6 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
// Full account + client data // Full account + client data
accountDetails: any = null; accountDetails: any = null;
/** Parent (header) GL of the selected GL account, shown in the GL Account Information panel. */
glParent: { glCode?: string; name?: string } | null = null;
clientDetails: any = null; clientDetails: any = null;
kycDetails: any = null; kycDetails: any = null;
nominees: any[] = []; nominees: any[] = [];
@@ -1687,12 +1684,10 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
private searchToken = 0; private searchToken = 0;
private lastLoadedAcNo = ''; private lastLoadedAcNo = '';
private acNoInput$ = new Subject<{ row: TxnRow; index: number; value: string }>(); private acNoInput$ = new Subject<{ row: TxnRow; index: number; value: string }>();
/** How many characters of the A/C NO. start the automatic account search. */
private static readonly AC_NO_AUTO_SEARCH_MIN_LENGTH = 6;
cashVaultGlId: number | null = null; cashVaultGlId: number | null = null;
/** The Cash Vault GL account's own code and name — the denomination breakdown for a manual GL /** The Cash Vault GL account's own code and name — the denomination breakdown for a manual GL
* entry has to be filed against THIS account, not whichever account the teller typed in, since * entry has to be filed against THIS account, not whichever account the teller typed in, since
* that account is never the one physical notes actually moved through. * that account is never the one physical notes actually moved through (see submitGlJournalEntry).
* Both resolved dynamically off whatever this tenant's own financial-activity mapping names as * Both resolved dynamically off whatever this tenant's own financial-activity mapping names as
* its cash/vault account (see loadCashVaultGl) — never a literal account name or code. */ * its cash/vault account (see loadCashVaultGl) — never a literal account name or code. */
cashVaultGlCode: string | null = null; cashVaultGlCode: string | null = null;
@@ -1875,9 +1870,8 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
saving = false; saving = false;
ngOnInit(): void { ngOnInit(): void {
const d = businessToday(); const d = new Date();
this.today = `${String(d.getDate()).padStart(2, '0')}/${String(d.getMonth() + 1).padStart(2, '0')}/${d.getFullYear()}`; this.today = `${String(d.getDate()).padStart(2, '0')}/${String(d.getMonth() + 1).padStart(2, '0')}/${d.getFullYear()}`;
this.loadBranches();
this.addRow(); this.addRow();
this.loadDenominations(); this.loadDenominations();
this.loadOpeningPosition(); this.loadOpeningPosition();
@@ -1908,8 +1902,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
distinctUntilChanged((a, b) => a.value === b.value && a.row === b.row) distinctUntilChanged((a, b) => a.value === b.value && a.row === b.row)
) )
.subscribe(({ row, index, value }) => { .subscribe(({ row, index, value }) => {
// Searches on its own once six characters are typed, for clerk and cashier alike. if (value.trim().length >= 4) {
if (value.trim().length >= TransactionEntryComponent.AC_NO_AUTO_SEARCH_MIN_LENGTH) {
this.selectedRow = row; this.selectedRow = row;
this.loadAccountDetails(value.trim(), row.acTyp); this.loadAccountDetails(value.trim(), row.acTyp);
} }
@@ -2110,7 +2103,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
} }
private loadOpeningPosition(): void { private loadOpeningPosition(): void {
const d = businessToday(); const d = new Date();
const asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`; const asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
this.cashierService this.cashierService
.getCashierPositionForMe(asOfDate) .getCashierPositionForMe(asOfDate)
@@ -2310,7 +2303,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
// anyway, just without the extra click to get there. // anyway, just without the extra click to get there.
const row: TxnRow = { const row: TxnRow = {
typ: this.isClerk ? 'Withdrawal Slip' : 'Receipt', typ: this.isClerk ? 'Withdrawal Slip' : 'Receipt',
br: this.defaultBranchId, br: 1,
trTp: '', trTp: '',
acTyp: 'SD', acTyp: 'SD',
acNo: '', acNo: '',
@@ -2329,40 +2322,8 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
this.rows.push(row); this.rows.push(row);
} }
/**
* A GL row is credit-only (money received into the account) except on the transfer types, which pick
* either side, and on a Withdrawal Slip, which is always a debit: the GL is debited and the cash
* vault credited when cash is paid out against it (a clerk's request, approved, then paid by the cashier).
*/
isGlCreditOnly(row: TxnRow): boolean {
return (
row.acTyp === 'GL' &&
row.typ !== 'Disbursement' &&
row.typ !== 'Fund Transfer' &&
row.typ !== 'Enter Bank Transfer' &&
row.typ !== 'Withdrawal Slip'
);
}
/** Called when the TYPE dropdown changes — sets sensible defaults for TXN TP and DR/CR */ /** Called when the TYPE dropdown changes — sets sensible defaults for TXN TP and DR/CR */
/**
* A cashier row that was filled from an approved token (withdrawal / account-closure) is cash
* leaving the branch to the member, so its TYPE is fixed to Payment and cannot be changed.
* Never true for the clerk screen or for rows keyed in by hand.
*/
isTypLocked(row: TxnRow): boolean {
return (
!this.isClerk &&
!!row.tokNo?.trim() &&
!!(this.activeWithdrawalRequest || this.activeDividendClaimRequest || this.activeClosureRequest)
);
}
onTypChange(row: TxnRow): void { onTypChange(row: TxnRow): void {
if (this.isTypLocked(row)) {
row.typ = 'Payment';
return;
}
switch (row.typ) { switch (row.typ) {
case 'Withdrawal Slip': case 'Withdrawal Slip':
row.dbCr = 'Dr'; row.dbCr = 'Dr';
@@ -2478,7 +2439,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
* such ambiguity — the account itself says what it's for. * such ambiguity — the account itself says what it's for.
*/ */
showsEntryType(row: TxnRow): boolean { showsEntryType(row: TxnRow): boolean {
return row.acTyp === 'GL'; return row.acTyp === 'GL' && row.dbCr === 'Cr';
} }
/** /**
@@ -2656,47 +2617,14 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return !!this.selectedRow && Math.abs(this.denominationTotal - this.ddTargetTotal) < 0.005; return !!this.selectedRow && Math.abs(this.denominationTotal - this.ddTargetTotal) < 0.005;
} }
/**
* The branches an entry can be posted against: the real offices of this installation. Read from the offices
* themselves rather than from a fixed list, so a branch that is added or renamed shows up here without a code change.
*/
branches: { id: number; label: string }[] = [];
private loadBranches(): void {
const own = this.authService.getCredentials();
const ownBranch = own?.officeId
? [{ id: own.officeId, label: this.branchLabel(own.officeId, own.officeName) }]
: [];
// The office list is only asked for by a login allowed to read it. A cashier or clerk is not, and asking anyway
// makes the server refuse and the screen raise an "Unauthorized Request" popup; such a login works in its own
// office, which is the one branch it is offered.
const permissions = own?.permissions ?? [];
const mayReadOffices = permissions.includes('ALL_FUNCTIONS') || permissions.includes('READ_OFFICE');
if (!mayReadOffices) {
this.branches = ownBranch;
return;
}
this.http
.get('/offices')
.pipe(catchError(() => of([])))
.subscribe((list: any) => {
const offices: any[] = Array.isArray(list) ? list : [];
this.branches =
offices.length > 0 ? offices.map((o) => ({ id: o.id, label: this.branchLabel(o.id, o.name) })) : ownBranch;
});
}
private branchLabel(id: number, name: string | null | undefined): string {
return `${String(id).padStart(3, '0')} · ${name ?? 'Branch ' + id}`;
}
/** The office the signed-in user works in, which a new entry is posted against unless they pick another. */
get defaultBranchId(): number {
return this.authService.getCredentials()?.officeId ?? 1;
}
branchNameFor(branchId: number): string { branchNameFor(branchId: number): string {
return this.branches.find((b) => b.id === branchId)?.label ?? `Branch ${branchId}`; const map: Record<number, string> = {
1: '001 · Main',
2: '002 · M.G. Road',
14: '014 · Station Rd',
27: '027 · Industrial'
};
return map[branchId] || `Branch ${branchId}`;
} }
/** /**
@@ -2909,7 +2837,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
fundingAccountId: number, fundingAccountId: number,
fundingClientId: number | null fundingClientId: number | null
): void { ): void {
const d = businessToday(); const d = new Date();
const issuedDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`; const issuedDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
const isCurrent = row.acTyp === 'CA' || row.acTyp === 'CB'; const isCurrent = row.acTyp === 'CA' || row.acTyp === 'CB';
const isGl = row.acTyp === 'GL'; const isGl = row.acTyp === 'GL';
@@ -3041,7 +2969,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return; return;
} }
const d = businessToday(); const d = new Date();
const issuedDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`; const issuedDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
const isCurrent = row.acTyp === 'CA' || row.acTyp === 'CB'; const isCurrent = row.acTyp === 'CA' || row.acTyp === 'CB';
@@ -3140,7 +3068,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return; return;
} }
const d = businessToday(); const d = new Date();
const issuedDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`; const issuedDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
const payload = { const payload = {
@@ -3463,7 +3391,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return; return;
} }
const today = businessToday(); const today = new Date();
const requestedDate = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`; const requestedDate = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
// Full snapshot of the CR (settlement) row exactly as the clerk filled it in — saved verbatim // Full snapshot of the CR (settlement) row exactly as the clerk filled it in — saved verbatim
@@ -3497,7 +3425,6 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
meetingDate: shareRow.meetingDate, meetingDate: shareRow.meetingDate,
description: shareRow.description || null, description: shareRow.description || null,
settlementPaymentTypeId: savingsRow.paymentTypeId, settlementPaymentTypeId: savingsRow.paymentTypeId,
settlementMode: 'SAVINGS',
settlementRowSnapshot settlementRowSnapshot
}; };
@@ -3528,60 +3455,11 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
? 'Pending Manager approval — redemption, settlement and account closure all post together on approval.' ? 'Pending Manager approval — redemption, settlement and account closure all post together on approval.'
: 'Pending Manager approval — redemption and settlement both post together on approval.' : 'Pending Manager approval — redemption and settlement both post together on approval.'
]; ];
this.showShareWithdrawalConfirm(payload, confirmLines, () => this.showConfirmAlert('info', 'Confirm Share Withdrawal Request', confirmLines, 'Submit for Approval', () =>
this.doSubmitShareRedemptionTransfer(payload, shareRow, shares, linkedAcNo) this.doSubmitShareRedemptionTransfer(payload, shareRow, shares, linkedAcNo)
); );
} }
/**
* Shows the confirm dialog with the same checklist the Manager will see when approving this
* request — fetched live from the backend (`previewValidate`) rather than re-implemented here,
* so it can never show the clerk something different from what the approver actually sees. A
* failing check is shown, not blocked: approve() enforces its own hard rules separately (e.g.
* Share Advance Collection applied), this list is advisory so problems surface to whoever can
* still fix them, before a manager's time is spent on a request that was always going to fail.
*/
private showShareWithdrawalConfirm(
payload: Record<string, unknown>,
baseLines: string[],
onConfirm: () => void
): void {
this.clerkShareWithdrawalService
.previewValidate(payload)
.pipe(
// A request that never resolves (slow network, server busy) must not leave the Submit
// button looking dead — the dialog still has to open, just without the checklist.
timeout(5000),
catchError(() => of({ __previewFailed: true }))
)
.subscribe((res: any) => {
const checks: { label: string; pass: boolean; detail: string }[] = res?.checks ?? [];
// A failed call (most likely the backend not yet carrying the /preview-validate endpoint)
// says so explicitly rather than just omitting the section — a silently empty checklist
// looks identical to "everything passed, nothing to show", which is the one reading this
// must never give.
const checkLines = res?.__previewFailed ? [
'',
'⚠ Validation checklist unavailable right now — the request can still be submitted.'
] : checks.length ? [
'',
'Validation Checks (same as Manager approval):',
...checks.map((c) => `${c.pass ? '✓' : '⚠'} ${c.label}: ${c.detail}`)
] : [];
// baseLines ends with a blank line followed by the "Pending Manager approval…" footer
// sentence, which must stay last so the modal renders it as a footnote rather than a
// key/value row — so the checklist is spliced in just before that pair, not appended after.
const footerStart =
baseLines.length >= 2 && baseLines[baseLines.length - 2] === '' ? baseLines.length - 2 : baseLines.length;
const lines = [
...baseLines.slice(0, footerStart),
...checkLines,
...baseLines.slice(footerStart)
];
this.showConfirmAlert('info', 'Confirm Share Withdrawal Request', lines, 'Submit for Approval', onConfirm);
});
}
/** /**
* Share redemption settled to a GL account the clerk picks on the CR row, instead of the * Share redemption settled to a GL account the clerk picks on the CR row, instead of the
* member's linked savings account — mirrors submitShareRedemptionTransfer() above, but the * member's linked savings account — mirrors submitShareRedemptionTransfer() above, but the
@@ -3634,7 +3512,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return; return;
} }
const today = businessToday(); const today = new Date();
const requestedDate = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`; const requestedDate = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
// Full snapshot of the CR (settlement) row exactly as the clerk filled it in — saved verbatim // Full snapshot of the CR (settlement) row exactly as the clerk filled it in — saved verbatim
@@ -3693,7 +3571,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
? 'Pending Manager approval — redemption, settlement and account closure all post together on approval.' ? 'Pending Manager approval — redemption, settlement and account closure all post together on approval.'
: 'Pending Manager approval — redemption and settlement both post together on approval.' : 'Pending Manager approval — redemption and settlement both post together on approval.'
]; ];
this.showShareWithdrawalConfirm(payload, confirmLines, () => this.showConfirmAlert('info', 'Confirm Share Withdrawal Request', confirmLines, 'Submit for Approval', () =>
this.doSubmitShareGlSettlementTransfer(payload, shareRow, shares, glRow.acNo) this.doSubmitShareGlSettlementTransfer(payload, shareRow, shares, glRow.acNo)
); );
} }
@@ -3989,8 +3867,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
SAVINGS: 'SD', SAVINGS: 'SD',
CURRENT: 'CA', CURRENT: 'CA',
FIXED_DEPOSIT: 'FD', FIXED_DEPOSIT: 'FD',
RECURRING_DEPOSIT: 'RD', RECURRING_DEPOSIT: 'RD'
GL: 'GL'
}; };
openCustomerSearch(): void { openCustomerSearch(): void {
@@ -4296,7 +4173,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
): void { ): void {
const accountUrl = `${cfg.detail}/${accountId}${cfg.detailParams ?? '?associations=all'}`; const accountUrl = `${cfg.detail}/${accountId}${cfg.detailParams ?? '?associations=all'}`;
const todayStr = (() => { const todayStr = (() => {
const d = businessToday(); const d = new Date();
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`; return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
})(); })();
@@ -4315,17 +4192,6 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
} }
this.accountDetails = acc; this.accountDetails = acc;
this.jointHolders = acc.jointHolders ?? []; this.jointHolders = acc.jointHolders ?? [];
// GL only: look up the parent (header) GL's name. Never runs for any other account type.
this.glParent = null;
if (acTyp?.toUpperCase() === 'GL' && acc.parentId) {
this.http
.get<any>(`/glaccounts/${acc.parentId}`)
.pipe(catchError(() => of(null)))
.subscribe((p: any) => {
if (token !== this.searchToken) return;
this.glParent = p ? { glCode: p.glCode, name: p.name } : null;
});
}
// Cash Hold / Clearing Hold breakdown only exists for plain savings accounts (m_savings_account) // Cash Hold / Clearing Hold breakdown only exists for plain savings accounts (m_savings_account)
// — FD/RD/Current/Share/GL have no such row, so there's nothing to ask for. // — FD/RD/Current/Share/GL have no such row, so there's nothing to ask for.
if (acTyp?.toUpperCase() === 'SD' && acc.id) { if (acTyp?.toUpperCase() === 'SD' && acc.id) {
@@ -4683,7 +4549,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
} }
get todayIso(): string { get todayIso(): string {
const d = businessToday(); const d = new Date();
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`; return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
} }
@@ -4896,40 +4762,6 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return this.accountDetails?.officeName ?? this.clientDetails?.officeName ?? '—'; return this.accountDetails?.officeName ?? this.clientDetails?.officeName ?? '—';
} }
/** True when the loaded account is a General Ledger account (/glaccounts), which has no client behind it. */
get isGlAccount(): boolean {
return !!this.accountDetails?.glCode && this.selectedRow?.acTyp === 'GL';
}
/** The GL account's own details, shown in place of the client panels. */
get glInfo(): { label: string; value: string; mono?: boolean }[] {
const gl = this.accountDetails;
if (!gl) return [];
const type = gl.type?.value ?? '—';
const nature = [
'ASSET',
'EXPENSE'
].includes(String(type).toUpperCase()) ? 'Debit' : 'Credit';
return [
{ label: 'GL Code', value: gl.glCode ?? '—', mono: true },
{ label: 'GL Name', value: gl.name ?? '—' },
{ label: 'Account Type', value: type },
{ label: 'Usage', value: gl.usage?.value ?? '—' },
{ label: 'Normal Balance', value: nature },
{
label: 'Parent GL',
value: this.glParent?.name
? `${this.glParent.glCode ? this.glParent.glCode.trim() + ' - ' : ''}${this.glParent.name.trim()}`
: gl.parentId != null
? `ID ${gl.parentId}`
: '—'
},
{ label: 'Manual Entries', value: gl.manualEntriesAllowed ? 'Allowed' : 'Not allowed' },
{ label: 'Status', value: gl.disabled ? 'Disabled' : 'Enabled' },
{ label: 'Description', value: gl.description || '—' }
];
}
get openingDate(): string { get openingDate(): string {
const raw = const raw =
this.accountDetails?.timeline?.submittedOnDate ?? this.accountDetails?.timeline?.submittedOnDate ??
@@ -5239,7 +5071,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
this.sameDayChequeClearing = 0; this.sameDayChequeClearing = 0;
return; return;
} }
const today = businessToday(); const today = new Date();
const sameDay = (d: any) => { const sameDay = (d: any) => {
if (!d) return false; if (!d) return false;
const t = Array.isArray(d) && d.length >= 3 ? new Date(d[0], d[1] - 1, d[2]) : new Date(d); const t = Array.isArray(d) && d.length >= 3 ? new Date(d[0], d[1] - 1, d[2]) : new Date(d);
@@ -5363,8 +5195,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
this.showAlert('error', 'Invalid Account Type', [ this.showAlert('error', 'Invalid Account Type', [
`Account type(s) not allowed in Bank Transfer: ${invalidAccounts.map((r) => r.acTyp + ' (' + r.acNo + ')').join(', ')}`, `Account type(s) not allowed in Bank Transfer: ${invalidAccounts.map((r) => r.acTyp + ' (' + r.acNo + ')').join(', ')}`,
'Only Savings (SD) and Current (CA) accounts are permitted.', 'Only Savings (SD) and Current (CA) accounts are permitted.',
'GL, FD and SHR accounts are not allowed — use Disbursement/Collection instead.', 'GL, FD, RD, SHR accounts are not allowed — use Disbursement/Collection instead.'
'RD installments are paid through a cashier Receipt or Auto Debit.'
]); ]);
return; return;
} }
@@ -5418,19 +5249,6 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
this.rows.length >= 2 && this.rows.length >= 2 &&
this.rows.every((r) => r.typ === 'Disbursement' || r.typ === 'Fund Transfer') this.rows.every((r) => r.typ === 'Disbursement' || r.typ === 'Fund Transfer')
) { ) {
// A Recurring Deposit is never paid this way: these requests post straight into the account, so the
// installment schedule never hears of the money -- installments stay unpaid, Auto Debit collects them
// again and the maturity amount comes out wrong. RD installments come in through the cashier's
// Receipt or the RD's own Auto Debit.
const rdRows = this.rows.filter((r) => r.acTyp === 'RD');
if (rdRows.length > 0) {
this.showAlert('error', 'Recurring Deposit Not Allowed', [
`RD account(s) ${rdRows.map((r) => r.acNo).join(', ')} cannot be used in a Disbursement, Collection or Fund Transfer.`,
'Pay RD installments through a cashier Receipt, or by Auto Debit from the linked savings account.'
]);
return;
}
const drRows = this.rows.filter((r) => r.dbCr === 'Dr'); const drRows = this.rows.filter((r) => r.dbCr === 'Dr');
const crRows = this.rows.filter((r) => r.dbCr === 'Cr'); const crRows = this.rows.filter((r) => r.dbCr === 'Cr');
@@ -5964,14 +5782,10 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return; return;
} }
// A GL withdrawal slip is raised by the clerk and paid by the cashier against its token, exactly like a // GL withdrawal → direct journal entry (no maker-checker)
// savings withdrawal (the clerk branch and the token branch below). Nothing posts from this screen directly: // GL deposit → falls through to maker-checker block below
// manual journal entries are switched off on the server. if (row.acTyp === 'GL' && !isDeposit) {
if (row.acTyp === 'GL' && !isDeposit && !this.clerkMode && !this.activeWithdrawalRequest) { this.submitGlJournalEntry(row, amount, isDeposit);
this.showAlert('error', 'GL Withdrawal', [
'A GL withdrawal is raised by a clerk and paid by the cashier against its token.',
'Enter the token number of the approved request to pay it.'
]);
return; return;
} }
@@ -5990,21 +5804,13 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return; return;
} }
// Cashier deposit (savings/current/FD/RD/GL) → route through maker-checker (create PENDING request, // Cashier deposit (savings/current/GL) → route through maker-checker (create PENDING request, no direct credit)
// no direct credit). FD and RD are their own account-type codes (see creditEntryAccountType()) and
// belong here just as much as a plain savings deposit -- a cashier crediting an FD/RD must not be
// able to move money in without a manager's approval either.
// Use the dialog-confirmed amount — for cash that is the denomination total // Use the dialog-confirmed amount — for cash that is the denomination total
if ( if (
!this.isClerk && !this.isClerk &&
!this.reviewMode && !this.reviewMode &&
isDeposit && isDeposit &&
(row.acTyp === 'SD' || (row.acTyp === 'SD' || row.acTyp === 'CA' || row.acTyp === 'CB' || row.acTyp === 'GL')
row.acTyp === 'CA' ||
row.acTyp === 'CB' ||
row.acTyp === 'FD' ||
row.acTyp === 'RD' ||
row.acTyp === 'GL')
) { ) {
this.submitCashierDepositRequest(row, this.confirmData?.amount ?? amount); this.submitCashierDepositRequest(row, this.confirmData?.amount ?? amount);
return; return;
@@ -6145,7 +5951,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
return; return;
} }
const today = businessToday(); const today = new Date();
const txnDate = `${String(today.getDate()).padStart(2, '0')}/${String(today.getMonth() + 1).padStart(2, '0')}/${today.getFullYear()}`; const txnDate = `${String(today.getDate()).padStart(2, '0')}/${String(today.getMonth() + 1).padStart(2, '0')}/${today.getFullYear()}`;
const payload: any = { const payload: any = {
@@ -6227,12 +6033,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
this.editRequest = req; this.editRequest = req;
} }
// Same bug, same fix as the token-driven withdrawal-slip lookup above (see its comment): the const acTyp = 'SD';
// request carries its own real account_type (SAVINGS, CURRENT, FIXED_DEPOSIT or
// RECURRING_DEPOSIT), and hardcoding 'SD' here searched every non-savings account on the
// wrong endpoint, so reviewing a Current-account withdrawal always failed with "Account not
// found".
const acTyp = TransactionEntryComponent.SEARCH_ACCOUNT_TYPE_TO_AC_TYP[req.account_type || ''] || 'SD';
const row = this.rows[0]; const row = this.rows[0];
row.acNo = req.account_no ?? ''; row.acNo = req.account_no ?? '';
row.acTyp = acTyp; row.acTyp = acTyp;
@@ -6340,38 +6141,21 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
/** Build the withdrawal-request payload from the current row + loaded account. */ /** Build the withdrawal-request payload from the current row + loaded account. */
private buildWithdrawalPayload(row: TxnRow, amount: number): any { private buildWithdrawalPayload(row: TxnRow, amount: number): any {
const today = businessToday(); const today = new Date();
const txnDateIso = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`; const txnDateIso = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
const selectedPt = this.paymentTypes.find((p: any) => p.id === row.paymentTypeId); const selectedPt = this.paymentTypes.find((p: any) => p.id === row.paymentTypeId);
const isGl = row.acTyp === 'GL';
// The Entry Type picked for a GL slip has no column of its own on the request, so it rides on the narration.
const entryTypeName = isGl ? this.entryTypeOptions.find((e) => e.id === row.entryTypeCvId)?.name : undefined;
const description = [
row.description,
entryTypeName ? `[Entry Type: ${entryTypeName}]` : ''
]
.filter(Boolean)
.join(' ');
return { return {
accountNo: isGl ? (this.accountDetails.glCode ?? this.accountDetails.name) : this.accountDetails.accountNo, accountNo: this.accountDetails.accountNo,
accountType: this.creditEntryAccountType(row.acTyp), accountType: this.creditEntryAccountType(row.acTyp),
savingsAccountId: isGl ? null : this.accountDetails.id, savingsAccountId: this.accountDetails.id,
// GL-specific fields: the GL being paid out of and the cash GL it is paid from (null for other types) clientId: this.accountDetails.clientId ?? this.clientDetails?.id ?? null,
glAccountId: isGl ? this.accountDetails.id : null, clientName: this.clientDetails?.displayName ?? this.accountDetails?.clientName ?? null,
contraGlId: isGl ? this.cashVaultGlId : null,
officeId: isGl ? row.br || 1 : null,
currencyCode: isGl ? (this.accountDetails?.currency?.code ?? 'INR') : null,
clientId: isGl ? null : (this.accountDetails.clientId ?? this.clientDetails?.id ?? null),
clientName: isGl
? (this.accountDetails?.name ?? null)
: (this.clientDetails?.displayName ?? this.accountDetails?.clientName ?? null),
amount, amount,
txnDate: txnDateIso, txnDate: txnDateIso,
paymentTypeId: row.paymentTypeId || null, paymentTypeId: row.paymentTypeId || null,
paymentTypeName: selectedPt?.name ?? 'Cash', paymentTypeName: selectedPt?.name ?? 'Cash',
description: description || null, description: row.description || null,
chequeNo: row.chequeNo || null, chequeNo: row.chequeNo || null,
bankName: row.bankName || null, bankName: row.bankName || null,
tokNo: row.tokNo?.trim() || null, tokNo: row.tokNo?.trim() || null,
@@ -6462,7 +6246,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
/** Build the deposit-request payload from the current row + loaded account. */ /** Build the deposit-request payload from the current row + loaded account. */
private buildDepositPayload(row: TxnRow, amount: number): any { private buildDepositPayload(row: TxnRow, amount: number): any {
const today = businessToday(); const today = new Date();
const txnDateIso = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`; const txnDateIso = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
const selectedPt = this.paymentTypes.find((p: any) => p.id === row.paymentTypeId); const selectedPt = this.paymentTypes.find((p: any) => p.id === row.paymentTypeId);
// Send denominations only for cash payments — stale counts on a cheque // Send denominations only for cash payments — stale counts on a cheque
@@ -6563,6 +6347,106 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
this.addRow(); this.addRow();
} }
private submitGlJournalEntry(row: TxnRow, amount: number, isDeposit: boolean): void {
if (!this.cashVaultGlId) {
this.showAlert('error', 'Cash Vault GL Not Configured', [
'Financial Activity Account (CASH_AT_TELLER) is not configured.',
'Please configure it in System → Financial Activity Accounts.'
]);
this.saving = false;
return;
}
const today = new Date();
const txnDate = `${String(today.getDate()).padStart(2, '0')}/${String(today.getMonth() + 1).padStart(2, '0')}/${today.getFullYear()}`;
const txnDateIso = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, '0')}-${String(today.getDate()).padStart(2, '0')}`;
const selectedGlId = this.accountDetails.id;
const contraGlId = this.cashVaultGlId;
// isDeposit (CR button) = cashier receives cash → credit selected GL, debit contra (cash vault)
// isWithdrawal (DR button) = cashier pays out cash → debit selected GL, credit contra (cash vault)
const credits = isDeposit ? [{ glAccountId: selectedGlId, amount }] : [{ glAccountId: contraGlId, amount }];
const debits = isDeposit ? [{ glAccountId: contraGlId, amount }] : [{ glAccountId: selectedGlId, amount }];
const payload: any = {
officeId: row.br || 1,
transactionDate: txnDate,
dateFormat: 'dd/MM/yyyy',
locale: 'en',
currencyCode: this.accountDetails?.currency?.code ?? 'INR',
comments: row.description || null,
credits,
debits,
paymentTypeId: row.paymentTypeId
};
// Check if cash payment so we can record denomination after journal entry
const selectedPt = this.paymentTypes.find((p: any) => p.id === row.paymentTypeId);
const isCashPayment = !!selectedPt?.isCashPayment;
this.saving = true;
this.http
.post('/journalentries', payload)
.pipe(
catchError((err: any) => {
const msg =
err?.error?.errors?.[0]?.defaultUserMessage ??
err?.error?.developerMessage ??
'Journal entry failed. Please try again.';
this.showAlert('error', 'Transaction Failed', [msg]);
this.saving = false;
return of(null);
})
)
.subscribe((res: any) => {
this.saving = false;
if (res) {
// Record denomination so cashier position stays accurate
// Same condition as savings: cash + denom entered + denom matches posted amount
if (isCashPayment && this.denominationTotal > 0 && this.denominationTotal === amount) {
const denomBreakdown = [
...this.notes,
...this.coins
]
.filter((d) => this.countFor(d) > 0)
.map((d) => ({
denominationId: d.id,
denominationValue: d.value,
kind: d.kind,
count: this.countFor(d),
subtotal: this.subtotalFor(d)
}));
// Filed against the Cash Vault GL, not the account the teller selected on screen: that
// selected account (e.g. Sundry Creditors) is the other leg of the journal entry, and
// never the one whose physical notes actually changed hands. Tagging the breakdown to it
// instead of the vault is why this cash never reached the cashier/vault position.
this.http
.post('/cashier/gl-denomination', {
txnId: res.transactionId ?? res.resourceId,
accountNo: this.cashVaultGlCode ?? row.acNo,
accountName: this.cashVaultGlName ?? 'Cash at Vault',
txnType: isDeposit ? 'DEPOSIT' : 'WITHDRAWAL',
txnDate: txnDateIso,
paymentTypeName: selectedPt?.name ?? 'Cash',
denominationBreakdown: denomBreakdown
})
.pipe(catchError(() => of(null)))
.subscribe();
}
const ref = res.transactionId ?? res.resourceId ?? 'N/A';
this.showAlert('success', 'GL Transaction Posted', [
`Journal entry of ₹${amount.toLocaleString('en-IN', { minimumFractionDigits: 2 })} posted successfully.`,
`Transaction ID: ${ref}`
]);
this.clearDenominations();
this.loadOpeningPosition();
this.loadAccountDetails(row.acNo.trim(), row.acTyp);
}
});
}
onSearch(): void { onSearch(): void {
if (this.selectedRow?.acNo.trim()) { if (this.selectedRow?.acNo.trim()) {
this.loadAccountDetails(this.selectedRow.acNo.trim(), this.selectedRow.acTyp); this.loadAccountDetails(this.selectedRow.acNo.trim(), this.selectedRow.acTyp);
@@ -16,7 +16,6 @@ import { MatInputModule } from '@angular/material/input';
import { of } from 'rxjs'; import { of } from 'rxjs';
import { catchError } from 'rxjs/operators'; import { catchError } from 'rxjs/operators';
import { CashierService } from '../cashier.service'; import { CashierService } from '../cashier.service';
import { businessToday } from 'app/core/utils/business-today';
interface DenomRow { interface DenomRow {
denominationId: number; denominationId: number;
@@ -68,7 +67,7 @@ export class VaultPositionComponent implements OnInit {
errorMsg = ''; errorMsg = '';
ngOnInit(): void { ngOnInit(): void {
const d = businessToday(); const d = new Date();
this.asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`; this.asOfDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
this.service this.service
@@ -1,170 +0,0 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="cv-tab-content vca-tab">
<!-- ── TITLE BAR ── -->
<div class="vca-action-bar">
<div class="vca-action-bar__left">
<mat-icon class="vca-action-bar__icon">undo</mat-icon>
<div>
<div class="vca-action-bar__title">Voucher Corrections</div>
<div class="vca-action-bar__sub">
Approve or reject a voucher unpass, and the correction entry that follows it. Only the correction approval
moves money.
</div>
</div>
</div>
<div class="vca-counts">
<span class="vca-count"
><strong>{{ unpassCount }}</strong> unpass</span
>
<span class="vca-count"
><strong>{{ correctionCount }}</strong> correction</span
>
</div>
</div>
<!-- ── FILTER BAR ── -->
<div class="vca-filter-bar">
<div class="vca-search-box">
<mat-icon>search</mat-icon>
<input type="text" placeholder="Search by voucher, account, customer or user" [(ngModel)]="searchTerm" />
@if (searchTerm) {
<button type="button" class="vca-search-box__clear" (click)="searchTerm = ''">
<mat-icon>close</mat-icon>
</button>
}
</div>
<span class="vca-fb-sep"></span>
<select class="vca-filter-select" [(ngModel)]="kindFilter">
@for (opt of kindOptions; track opt.value) {
<option [value]="opt.value">{{ opt.label }}</option>
}
</select>
<button type="button" class="vca-btn vca-btn--refresh" (click)="load()" [disabled]="loading">
<mat-icon>refresh</mat-icon>
</button>
</div>
<!-- ── TABLE ── -->
@if (loading && !loaded) {
<div class="vca-empty"><p class="vca-empty__title">Loading…</p></div>
} @else if (rows.length === 0) {
<div class="vca-empty">
<mat-icon class="vca-empty__icon">inbox</mat-icon>
<p class="vca-empty__title">No voucher correction waiting</p>
<p class="vca-empty__text">There is no unpass request or correction entry waiting for review.</p>
</div>
} @else {
<div class="vca-table-wrap">
<table class="vca-table">
<thead>
<tr>
<th>Voucher No</th>
<th>Request</th>
<th>Posted To (Wrong)</th>
<th>Correct Account</th>
<th class="num">Amount</th>
<th>Reason</th>
<th>Raised By</th>
<th>Raised At</th>
<th class="vca-th-action">Action</th>
</tr>
</thead>
<tbody>
@for (r of rows; track r.request.id) {
<tr class="vca-row">
<td class="vca-mono vca-voucher">{{ r.request.original_voucher_no }}</td>
<td>
<span class="vca-kind" [class]="'vca-kind vca-kind--' + r.kind">{{ kindLabel(r.kind) }}</span>
</td>
<td>
<div class="vca-mono">{{ r.request.wrong_account_no }}</div>
<div class="vca-sub">{{ r.request.wrong_client_name || '—' }}</div>
</td>
<td>
@if (r.kind === 'correction') {
<div class="vca-mono vca-strong">{{ r.request.correct_account_no }}</div>
<div class="vca-sub">{{ r.request.correct_client_name || '—' }}</div>
} @else {
<span class="vca-none">—</span>
}
</td>
<td class="num vca-amount">₹{{ r.request.amount | number: '1.2-2' }}</td>
<td class="vca-reason" [title]="r.request.reason || ''">{{ r.request.reason || '—' }}</td>
<td>{{ r.raisedBy || '—' }}</td>
<td class="vca-dt">{{ formatDateTime(r.raisedAt) }}</td>
<td class="vca-action-cell">
<button
type="button"
class="vca-btn vca-btn--reject"
[disabled]="busyId === r.request.id"
(click)="startReject(r)"
>
<mat-icon>close</mat-icon> Reject
</button>
<button
type="button"
class="vca-btn vca-btn--approve"
[disabled]="busyId === r.request.id"
(click)="approve(r)"
>
<mat-icon>check</mat-icon>
{{ r.kind === 'unpass' ? 'Approve unpass' : 'Approve correction' }}
</button>
</td>
</tr>
}
</tbody>
</table>
</div>
}
</div>
<!-- ─── Popup: reject with a reason ───────────────────────────────────────── -->
<ng-template #rejectDialog>
@if (rejecting) {
<div class="vca-dlg">
<header class="vca-dlg__head">
<mat-icon class="vca-dlg__ico">block</mat-icon>
<div class="vca-dlg__titles">
<div class="vca-dlg__title">
Reject {{ rejecting.kind === 'unpass' ? 'unpass request' : 'correction entry' }}
</div>
<div class="vca-dlg__sub vca-mono">{{ rejecting.request.original_voucher_no }}</div>
</div>
<button type="button" class="vca-dlg__x" aria-label="Close" (click)="cancelReject()">
<mat-icon>close</mat-icon>
</button>
</header>
<div class="vca-dlg__body">
<label class="vca-label" for="vca-reason">Reason (required)</label>
<textarea
id="vca-reason"
rows="3"
placeholder="Why is this being rejected?"
[(ngModel)]="rejectReason"
></textarea>
</div>
<footer class="vca-dlg__foot">
<button type="button" class="vca-btn vca-btn--ghost" (click)="cancelReject()">Cancel</button>
<button
type="button"
class="vca-btn vca-btn--reject-solid"
[disabled]="!rejectReason.trim() || busyId === rejecting.request.id"
(click)="confirmReject()"
>
Confirm reject
</button>
</footer>
</div>
}
</ng-template>
@@ -1,485 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
// Laid out like the other approval tabs (Withdrawal Requests): title bar, filter bar, one table.
:host {
display: block;
}
.vca-tab {
padding: 0;
}
.vca-action-bar {
display: flex;
align-items: center;
justify-content: space-between;
gap: 16px;
padding: 10px 16px;
background: #fff;
border-bottom: 1px solid #e2e8f0;
&__left {
display: flex;
align-items: center;
gap: 12px;
}
&__icon {
font-size: 22px;
width: 22px;
height: 22px;
color: #0f4f3c;
}
&__title {
font-size: 13px;
font-weight: 700;
color: #0d1b2a;
}
&__sub {
max-width: 640px;
margin-top: 1px;
font-size: 11px;
color: #64748b;
}
}
.vca-counts {
display: flex;
gap: 8px;
}
.vca-count {
padding: 2px 10px;
border-radius: 999px;
background: #f1f5f9;
font-size: 11px;
color: #475569;
strong {
color: #0f4f3c;
}
}
.vca-filter-bar {
display: flex;
align-items: center;
gap: 6px;
flex-wrap: wrap;
padding: 6px 16px;
background: #f8fafc;
border-bottom: 1px solid #e2e8f0;
}
.vca-fb-sep {
flex-shrink: 0;
width: 1px;
height: 22px;
margin: 0 4px;
background: #e2e8f0;
}
.vca-search-box {
display: inline-flex;
align-items: center;
gap: 6px;
height: 30px;
min-width: 240px;
padding: 0 10px;
border: 1px solid #e2e8f0;
border-radius: 8px;
background: #fff;
mat-icon {
flex-shrink: 0;
font-size: 17px;
width: 17px;
height: 17px;
color: #94a3b8;
}
&:hover {
border-color: #cbd5e1;
}
&:focus-within {
border-color: #0f4f3c;
box-shadow: 0 0 0 3px rgb(15 79 60 / 8%);
}
input {
flex: 1;
border: none;
outline: none;
background: transparent;
font-family: inherit;
font-size: 12px;
color: #0d1b2a;
&::placeholder {
color: #94a3b8;
}
}
&__clear {
display: inline-flex;
align-items: center;
justify-content: center;
flex-shrink: 0;
width: 20px;
height: 20px;
padding: 0;
border: none;
border-radius: 50%;
background: none;
color: #94a3b8;
cursor: pointer;
mat-icon {
font-size: 15px;
width: 15px;
height: 15px;
color: inherit;
}
&:hover {
color: #dc2626;
background: #fef2f2;
}
}
}
.vca-filter-select {
height: 30px;
min-width: 140px;
padding: 0 10px;
border: 1px solid #e2e8f0;
border-radius: 7px;
background: #fff;
font-family: inherit;
font-size: 12px;
color: #0d1b2a;
cursor: pointer;
&:focus {
outline: none;
border-color: #0f4f3c;
}
}
// ── Buttons ─────────────────────────────────────────────────────────────────
.vca-btn {
display: inline-flex;
align-items: center;
gap: 4px;
height: 26px;
padding: 0 10px;
border: 1px solid transparent;
border-radius: 7px;
font-family: inherit;
font-size: 11px;
font-weight: 600;
white-space: nowrap;
cursor: pointer;
mat-icon {
font-size: 14px;
width: 14px;
height: 14px;
}
&:disabled {
opacity: 0.45;
cursor: not-allowed;
}
&--refresh {
height: 30px;
width: 30px;
justify-content: center;
padding: 0;
margin-left: auto;
border-color: #e2e8f0;
background: #fff;
color: #475569;
}
&--approve {
background: #0f4f3c;
color: #fff;
&:hover:not(:disabled) {
background: #0a3d2e;
}
}
&--reject {
border-color: #fecaca;
background: #fff;
color: #dc2626;
&:hover:not(:disabled) {
background: #fef2f2;
}
}
&--reject-solid {
background: #dc2626;
color: #fff;
}
&--ghost {
border-color: #e2e8f0;
background: #fff;
color: #475569;
}
}
// ── Table ───────────────────────────────────────────────────────────────────
.vca-table-wrap {
overflow-x: auto;
background: #fff;
}
.vca-table {
width: 100%;
border-collapse: collapse;
font-size: 11px;
th {
padding: 7px 10px;
border-bottom: 1px solid #e2e8f0;
background: #f8fafc;
font-size: 9.5px;
font-weight: 800;
letter-spacing: 0.06em;
text-align: left;
text-transform: uppercase;
color: #94a3b8;
white-space: nowrap;
}
td {
padding: 5px 10px;
border-bottom: 1px solid #eef2f7;
vertical-align: middle;
color: #0d1b2a;
}
.num {
text-align: right;
font-variant-numeric: tabular-nums;
}
.vca-th-action {
text-align: right;
}
}
.vca-row:hover td {
background: #f8fafc;
}
.vca-mono {
font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
letter-spacing: 0.02em;
}
.vca-voucher {
font-weight: 700;
color: #0f4f3c;
}
.vca-strong {
font-weight: 700;
}
.vca-sub {
margin-top: 1px;
font-size: 11px;
color: #64748b;
}
.vca-none {
color: #cbd5e1;
}
.vca-amount {
font-weight: 700;
}
.vca-reason {
max-width: 220px;
overflow: hidden;
text-overflow: ellipsis;
white-space: nowrap;
}
.vca-dt {
white-space: nowrap;
color: #475569;
}
.vca-kind {
display: inline-block;
padding: 2px 10px;
border-radius: 999px;
font-size: 11px;
font-weight: 700;
&--unpass {
background: #fef3c7;
color: #92400e;
}
&--correction {
background: #dbeafe;
color: #1e40af;
}
}
.vca-action-cell {
display: flex;
justify-content: flex-end;
gap: 6px;
white-space: nowrap;
}
// ── Empty ───────────────────────────────────────────────────────────────────
.vca-empty {
padding: 28px 16px;
text-align: center;
color: #94a3b8;
&__icon {
display: block;
margin: 0 auto 6px;
font-size: 30px;
width: 30px;
height: 30px;
opacity: 0.6;
}
&__title {
margin: 0;
font-size: 12px;
font-weight: 700;
color: #64748b;
}
&__text {
margin: 3px 0 0;
font-size: 11px;
}
}
// ── Reject popup ────────────────────────────────────────────────────────────
.vca-dlg {
font-size: 12px;
&__head {
display: flex;
align-items: center;
gap: 10px;
padding: 10px 14px;
border-bottom: 1px solid #e2e8f0;
background: #f8fafc;
}
&__ico {
flex: 0 0 32px;
height: 32px;
width: 32px;
border-radius: 9px;
background: #fef2f2;
color: #dc2626;
font-size: 18px;
line-height: 32px;
text-align: center;
}
&__titles {
flex: 1;
min-width: 0;
}
&__title {
font-size: 14px;
font-weight: 700;
color: #0f172a;
}
&__sub {
font-size: 11px;
color: #64748b;
}
&__x {
display: inline-flex;
align-items: center;
justify-content: center;
height: 28px;
width: 28px;
border: 0;
border-radius: 50%;
background: transparent;
color: #64748b;
cursor: pointer;
&:hover {
background: #e2e8f0;
}
mat-icon {
font-size: 18px;
height: 18px;
width: 18px;
}
}
&__body {
padding: 12px 14px;
textarea {
width: 100%;
padding: 7px 10px;
border: 1px solid #cbd5e1;
border-radius: 8px;
font: inherit;
font-size: 12px;
resize: vertical;
&:focus {
outline: 0;
border-color: #0f4f3c;
box-shadow: 0 0 0 3px rgb(15 79 60 / 8%);
}
}
}
&__foot {
display: flex;
justify-content: flex-end;
gap: 8px;
padding: 10px 14px;
border-top: 1px solid #e2e8f0;
background: #f8fafc;
}
}
.vca-label {
display: block;
margin-bottom: 4px;
font-size: 10px;
font-weight: 700;
letter-spacing: 0.05em;
text-transform: uppercase;
color: #94a3b8;
}
@@ -1,192 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Component, OnInit, TemplateRef, ViewChild, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { MatDialog, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
import { MatIconModule } from '@angular/material/icon';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { of } from 'rxjs';
import { catchError } from 'rxjs/operators';
import { VoucherCorrection, VoucherCorrectionService } from '../voucher-correction.service';
type Kind = 'unpass' | 'correction';
type KindFilter = 'ALL' | Kind;
/** One row of the approvals table: a request, and which of the two steps it is waiting at. */
interface ApprovalRow {
kind: Kind;
request: VoucherCorrection;
raisedBy: string | null;
raisedAt: string | null;
}
/**
* Manager side of the voucher correction, laid out like the other approval tabs: approves or rejects the unpass of a
* voucher, and later the correction entry the cashier made. Only the second approval moves money.
*/
@Component({
selector: 'mifosx-voucher-correction-approvals',
templateUrl: './voucher-correction-approvals.component.html',
styleUrls: ['./voucher-correction-approvals.component.scss'],
standalone: true,
imports: [
CommonModule,
FormsModule,
MatDialogModule,
MatIconModule,
MatSnackBarModule
]
})
export class VoucherCorrectionApprovalsComponent implements OnInit {
private service = inject(VoucherCorrectionService);
private snackBar = inject(MatSnackBar);
private dialog = inject(MatDialog);
@ViewChild('rejectDialog') rejectDialog!: TemplateRef<unknown>;
private dialogRef: MatDialogRef<unknown> | null = null;
all: ApprovalRow[] = [];
loading = false;
loaded = false;
busyId: number | null = null;
kindFilter: KindFilter = 'ALL';
searchTerm = '';
/** The row being rejected, and the reason typed for it. */
rejecting: ApprovalRow | null = null;
rejectReason = '';
readonly kindOptions: { value: KindFilter; label: string }[] = [
{ value: 'ALL', label: 'All requests' },
{ value: 'unpass', label: 'Unpass requests' },
{ value: 'correction', label: 'Correction entries' }
];
ngOnInit(): void {
this.load();
}
load(): void {
this.loading = true;
this.service
.list('UNPASS_PENDING,CORRECTION_PENDING')
.pipe(catchError(() => of([] as VoucherCorrection[])))
.subscribe((rows) => {
this.all = rows.map((r) =>
r.status === 'UNPASS_PENDING'
? { kind: 'unpass', request: r, raisedBy: r.unpass_by_name, raisedAt: r.unpass_at }
: { kind: 'correction', request: r, raisedBy: r.correction_by_name, raisedAt: r.correction_at }
);
this.loading = false;
this.loaded = true;
});
}
/** The table: the kind picked, narrowed by whatever is typed in the search box. */
get rows(): ApprovalRow[] {
const term = this.searchTerm.trim().toLowerCase();
return this.all.filter((r) => {
if (this.kindFilter !== 'ALL' && r.kind !== this.kindFilter) return false;
if (!term) return true;
const q = r.request;
return [
q.original_voucher_no,
q.wrong_account_no,
q.wrong_client_name,
q.correct_account_no,
q.correct_client_name,
r.raisedBy
].some((v) => (v ?? '').toLowerCase().includes(term));
});
}
get unpassCount(): number {
return this.all.filter((r) => r.kind === 'unpass').length;
}
get correctionCount(): number {
return this.all.filter((r) => r.kind === 'correction').length;
}
kindLabel(kind: Kind): string {
return kind === 'unpass' ? 'Unpass' : 'Correction';
}
formatDateTime(value: string | null): string {
if (!value) return '—';
const d = new Date(value);
return isNaN(d.getTime())
? value
: d.toLocaleString('en-IN', { day: '2-digit', month: 'short', hour: '2-digit', minute: '2-digit' });
}
approve(row: ApprovalRow): void {
if (this.busyId) return;
const id = row.request.id;
this.busyId = id;
const call = row.kind === 'unpass' ? this.service.approveUnpass(id) : this.service.approveCorrection(id);
call.subscribe({
next: (res: any) => {
this.busyId = null;
this.snackBar.open(
row.kind === 'unpass'
? `Voucher ${row.request.original_voucher_no} unpassed — the cashier can now enter the correct account`
: `Corrected. New voucher ${res?.newVoucherNo ?? ''}`,
'Close',
{ duration: 6000 }
);
this.load();
},
error: (err) => {
this.busyId = null;
this.fail(err, 'Could not approve');
}
});
}
startReject(row: ApprovalRow): void {
this.rejecting = row;
this.rejectReason = '';
this.dialogRef = this.dialog.open(this.rejectDialog, { width: '440px', maxWidth: '95vw', autoFocus: false });
this.dialogRef.afterClosed().subscribe(() => (this.rejecting = null));
}
cancelReject(): void {
this.dialogRef?.close();
}
confirmReject(): void {
if (!this.rejecting || !this.rejectReason.trim() || this.busyId) return;
const row = this.rejecting;
const id = row.request.id;
this.busyId = id;
const reason = this.rejectReason.trim();
const call =
row.kind === 'unpass' ? this.service.rejectUnpass(id, reason) : this.service.rejectCorrection(id, reason);
call.subscribe({
next: () => {
this.busyId = null;
this.dialogRef?.close();
this.snackBar.open('Rejected', 'Close', { duration: 4000 });
this.load();
},
error: (err) => {
this.busyId = null;
this.fail(err, 'Could not reject');
}
});
}
private fail(err: any, fallback: string): void {
const msg = err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.defaultUserMessage ?? fallback;
this.snackBar.open(msg, 'Close', { duration: 8000 });
}
}
@@ -1,120 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Injectable, inject } from '@angular/core';
import { HttpClient, HttpParams } from '@angular/common/http';
import { Observable } from 'rxjs';
/** One row of a voucher correction, as the server keeps it (snake_case columns). */
export interface VoucherCorrection {
id: number;
original_voucher_no: string;
original_txn_id: number;
wrong_savings_account_id: number;
wrong_account_no: string;
wrong_client_name: string | null;
amount: number;
txn_date: string | null;
status: 'UNPASS_PENDING' | 'UNPASSED' | 'UNPASS_REJECTED' | 'CORRECTION_PENDING' | 'COMPLETED' | 'CLOSED';
reason: string | null;
rejection_reason: string | null;
unpass_by_name: string | null;
unpass_at: string | null;
unpass_approved_by_name: string | null;
correct_account_no: string | null;
correct_client_name: string | null;
correction_by_name: string | null;
correction_at: string | null;
correction_approved_by_name: string | null;
new_voucher_no: string | null;
}
/** A cash deposit voucher of today that can still be unpassed. */
export interface EligibleVoucher {
voucherNo: string;
amount: number;
createdAt: string;
cashier: string;
txnId: number;
savingsAccountId: number;
accountNo: string;
clientName: string | null;
paymentType: string;
}
/** What the server knows about a savings account typed in as the correct one. */
export interface AccountLookup {
id: number;
accountNo: string;
clientId: number | null;
clientName: string | null;
balance: number;
currencyCode: string;
canReceive: boolean;
}
/** HTTP service for the voucher correction workflow: unpass, approve, re-enter, approve. */
@Injectable({ providedIn: 'root' })
export class VoucherCorrectionService {
private http = inject(HttpClient);
private readonly base = '/vouchers/corrections';
eligible(search?: string): Observable<EligibleVoucher[]> {
let params = new HttpParams();
if (search) params = params.set('search', search);
return this.http.get<EligibleVoucher[]>(`${this.base}/eligible`, { params });
}
unpass(voucherNo: string, reason: string): Observable<any> {
return this.http.post(`${this.base}/unpass`, { voucherNo, reason });
}
list(status?: string, mine = false): Observable<VoucherCorrection[]> {
let params = new HttpParams().set('mine', String(mine));
if (status) params = params.set('status', status);
return this.http.get<VoucherCorrection[]>(this.base, { params });
}
get(id: number): Observable<VoucherCorrection> {
return this.http.get<VoucherCorrection>(`${this.base}/${id}`);
}
accountLookup(accountNo: string): Observable<AccountLookup> {
return this.http.get<AccountLookup>(`${this.base}/account-lookup`, { params: { accountNo } });
}
submitCorrection(id: number, correctAccountNo: string): Observable<any> {
return this.http.post(`${this.base}/${id}/correction`, { correctAccountNo });
}
/** The cashier gives up the correction, e.g. when the wrong account no longer holds the money. */
close(id: number, reason: string): Observable<any> {
return this.http.post(`${this.base}/${id}/close`, { reason });
}
approveUnpass(id: number): Observable<any> {
return this.http.post(`${this.base}/${id}/unpass/approve`, {});
}
rejectUnpass(id: number, reason: string): Observable<any> {
return this.http.post(`${this.base}/${id}/unpass/reject`, { reason });
}
approveCorrection(id: number): Observable<any> {
return this.http.post(`${this.base}/${id}/correction/approve`, {});
}
rejectCorrection(id: number, reason: string): Observable<any> {
return this.http.post(`${this.base}/${id}/correction/reject`, { reason });
}
/** Ids of the transactions of this account that a completed correction removed. */
voidedTransactions(savingsAccountId: number): Observable<number[]> {
return this.http.get<number[]>(`${this.base}/voided-transactions`, { params: { savingsAccountId } });
}
}
@@ -1,446 +0,0 @@
<!--
Copyright since 2025 Mifos Initiative
This Source Code Form is subject to the terms of the Mozilla Public
License, v. 2.0. If a copy of the MPL was not distributed with this
file, You can obtain one at http://mozilla.org/MPL/2.0/.
-->
<div class="pg">
<header class="pg-head">
<div>
<div class="pg-eyebrow">CASHIER · VOUCHER CORRECTION</div>
<h1 class="pg-title">Voucher Correction</h1>
<p class="pg-sub">
Move a cash deposit that was posted to the wrong account. Nothing changes on any account until the final
approval.
</p>
</div>
</header>
<!-- The four steps, so it is always clear where a voucher is. -->
<ol class="vc-steps">
<li class="vc-step" [class.vc-step--on]="tab === 'today'">
<span class="vc-step__no">1</span>
<span class="vc-step__txt"><strong>Unpass</strong> the voucher</span>
</li>
<li class="vc-step">
<span class="vc-step__no">2</span>
<span class="vc-step__txt"><strong>Manager</strong> approves</span>
</li>
<li class="vc-step" [class.vc-step--on]="tab === 'unpassed'">
<span class="vc-step__no">3</span>
<span class="vc-step__txt">Enter the <strong>correct account</strong></span>
</li>
<li class="vc-step">
<span class="vc-step__no">4</span>
<span class="vc-step__txt"><strong>Manager</strong> approves, deposit moves</span>
</li>
</ol>
<nav class="vc-tabs">
@if (mayUnpass) {
<button type="button" class="vc-tab" [class.vc-tab--on]="tab === 'today'" (click)="setTab('today')">
<mat-icon>receipt_long</mat-icon> Today's Vouchers
</button>
}
@if (mayCorrect) {
<button type="button" class="vc-tab" [class.vc-tab--on]="tab === 'unpassed'" (click)="setTab('unpassed')">
<mat-icon>edit_note</mat-icon> Unpassed — Correct Entry
@if (unpassed.length) {
<span class="vc-count">{{ unpassed.length }}</span>
}
</button>
}
<button type="button" class="vc-tab" [class.vc-tab--on]="tab === 'mine'" (click)="setTab('mine')">
<mat-icon>history</mat-icon> My Requests
</button>
</nav>
<!-- ─── Today's vouchers ─────────────────────────────────────────────── -->
@if (tab === 'today') {
<div class="vc-toolbar">
<div class="vc-search">
<mat-icon>search</mat-icon>
<input
type="text"
placeholder="Search by voucher, account or customer name"
[(ngModel)]="search"
(keyup.enter)="loadVouchers()"
/>
</div>
<button type="button" class="pg-btn pg-btn--primary" (click)="loadVouchers()">
<mat-icon>search</mat-icon> Search
</button>
<button type="button" class="pg-btn pg-btn--ghost" (click)="search = ''; loadVouchers()">
<mat-icon>refresh</mat-icon> Refresh
</button>
</div>
<div class="pg-card">
<table class="pg-table vc-table">
<thead>
<tr>
<th>Voucher</th>
<th>Account</th>
<th>Customer</th>
<th>Mode</th>
<th>Cashier</th>
<th class="num">Amount</th>
<th class="vc-col-action"></th>
</tr>
</thead>
<tbody>
@for (v of vouchers; track v.voucherNo) {
<tr [class.vc-row--on]="selectedVoucher?.voucherNo === v.voucherNo" (click)="pick(v)">
<td>
<span class="pg-chip">{{ v.voucherNo }}</span>
</td>
<td class="vc-mono">{{ v.accountNo }}</td>
<td>{{ v.clientName || '—' }}</td>
<td>{{ v.paymentType }}</td>
<td>{{ v.cashier }}</td>
<td class="num">₹{{ v.amount | number: '1.2-2' }}</td>
<td class="vc-col-action">
<button
type="button"
class="pg-btn pg-btn--ghost vc-btn-sm"
(click)="pick(v); $event.stopPropagation()"
>
<mat-icon>undo</mat-icon> Unpass
</button>
</td>
</tr>
}
@if (!vouchers.length) {
<tr>
<td colspan="7" class="vc-empty">
<mat-icon>{{ loadingVouchers ? 'hourglass_empty' : 'inbox' }}</mat-icon>
<div>{{ loadingVouchers ? 'Loading…' : 'No cash deposit voucher of today can be unpassed.' }}</div>
</td>
</tr>
}
</tbody>
</table>
</div>
}
<!-- ─── Unpassed: enter the correct account ──────────────────────────── -->
@if (tab === 'unpassed') {
<div class="pg-card">
<table class="pg-table vc-table">
<thead>
<tr>
<th>Voucher</th>
<th>Posted to</th>
<th>Customer</th>
<th>Reason</th>
<th class="num">Amount</th>
<th class="vc-col-action"></th>
</tr>
</thead>
<tbody>
@for (u of unpassed; track u.id) {
<tr [class.vc-row--on]="active?.id === u.id" (click)="open(u)">
<td>
<span class="pg-chip">{{ u.original_voucher_no }}</span>
</td>
<td class="vc-mono">{{ u.wrong_account_no }}</td>
<td>{{ u.wrong_client_name || '—' }}</td>
<td class="vc-clip">{{ u.reason }}</td>
<td class="num">₹{{ u.amount | number: '1.2-2' }}</td>
<td class="vc-col-action">
<button
type="button"
class="pg-btn pg-btn--primary vc-btn-sm"
(click)="open(u); $event.stopPropagation()"
>
<mat-icon>edit</mat-icon> Correct
</button>
</td>
</tr>
}
@if (!unpassed.length) {
<tr>
<td colspan="6" class="vc-empty">
<mat-icon>{{ loadingUnpassed ? 'hourglass_empty' : 'task_alt' }}</mat-icon>
<div>
{{ loadingUnpassed ? 'Loading…' : 'No unpassed voucher is waiting for its correct account.' }}
</div>
</td>
</tr>
}
</tbody>
</table>
</div>
}
<!-- ─── My requests ──────────────────────────────────────────────────── -->
@if (tab === 'mine') {
<div class="pg-card">
<table class="pg-table vc-table">
<thead>
<tr>
<th>Voucher</th>
<th>Posted to</th>
<th>Corrected to</th>
<th class="num">Amount</th>
<th>Status</th>
<th>New voucher</th>
</tr>
</thead>
<tbody>
@for (m of mine; track m.id) {
<tr>
<td>
<span class="pg-chip">{{ m.original_voucher_no }}</span>
</td>
<td class="vc-mono">{{ m.wrong_account_no }}</td>
<td class="vc-mono">{{ m.correct_account_no || '—' }}</td>
<td class="num">₹{{ m.amount | number: '1.2-2' }}</td>
<td>
<span class="vc-status vc-status--{{ m.status }}">{{ statusLabel[m.status] }}</span>
@if (m.rejection_reason) {
<div class="vc-note">{{ m.rejection_reason }}</div>
}
</td>
<td>{{ m.new_voucher_no || '—' }}</td>
</tr>
}
@if (!mine.length) {
<tr>
<td colspan="6" class="vc-empty">
<mat-icon>{{ loadingMine ? 'hourglass_empty' : 'history' }}</mat-icon>
<div>{{ loadingMine ? 'Loading…' : 'You have no voucher corrections yet.' }}</div>
</td>
</tr>
}
</tbody>
</table>
</div>
}
</div>
<!-- ─── Popup: unpass a voucher ──────────────────────────────────────────── -->
<ng-template #unpassDialog>
@if (selectedVoucher) {
<div class="vc-dlg">
<header class="vc-dlg__head">
<mat-icon class="vc-dlg__ico">undo</mat-icon>
<div class="vc-dlg__titles">
<div class="vc-dlg__title">Unpass voucher</div>
<div class="vc-dlg__sub vc-mono">{{ selectedVoucher.voucherNo }}</div>
</div>
<button type="button" class="vc-dlg__x" aria-label="Close" (click)="closeUnpass()">
<mat-icon>close</mat-icon>
</button>
</header>
<div class="vc-dlg__body">
<div class="vc-dlg__amount">
<span>Deposit amount</span>
<strong>₹{{ selectedVoucher.amount | number: '1.2-2' }}</strong>
</div>
<div class="vc-grid">
<div class="vc-cell">
<div class="vc-label">Voucher</div>
<div class="vc-value vc-mono">{{ selectedVoucher.voucherNo }}</div>
</div>
<div class="vc-cell">
<div class="vc-label">Created</div>
<div class="vc-value">{{ selectedVoucher.createdAt | date: 'dd MMM yyyy, hh:mm a' }}</div>
</div>
<div class="vc-cell">
<div class="vc-label">Cashier</div>
<div class="vc-value">{{ selectedVoucher.cashier }}</div>
</div>
<div class="vc-cell">
<div class="vc-label">Mode</div>
<div class="vc-value">{{ selectedVoucher.paymentType }}</div>
</div>
<div class="vc-cell">
<div class="vc-label">Account</div>
<div class="vc-value vc-mono">{{ selectedVoucher.accountNo }}</div>
</div>
<div class="vc-cell">
<div class="vc-label">Customer</div>
<div class="vc-value">{{ selectedVoucher.clientName || '—' }}</div>
</div>
<div class="vc-cell">
<div class="vc-label">Account balance now</div>
<div class="vc-value">
@if (voucherAccount) {
₹{{ voucherAccount.balance | number: '1.2-2' }}
} @else {
—
}
</div>
</div>
<div class="vc-cell">
<div class="vc-label">Account status</div>
<div class="vc-value">
@if (voucherAccount) {
{{ voucherAccount.canReceive ? 'Active' : 'Not active' }} · {{ voucherAccount.currencyCode }}
} @else {
—
}
</div>
</div>
</div>
<label class="vc-label" for="vc-reason">Reason for unpassing</label>
<textarea
id="vc-reason"
class="vc-reason"
rows="2"
placeholder="Why is this voucher wrong? e.g. deposited in the wrong account (required)"
[(ngModel)]="unpassReason"
></textarea>
<div class="vc-info">
<mat-icon>info</mat-icon>
A manager approves the unpass first. Nothing changes on any account until the corrected entry is approved: the
deposit stays on {{ selectedVoucher.accountNo }} till then.
</div>
</div>
<footer class="vc-dlg__foot">
<button type="button" class="pg-btn pg-btn--ghost" (click)="closeUnpass()">Cancel</button>
<button type="button" class="pg-btn pg-btn--primary" [disabled]="!canUnpass" (click)="unpass()">
<mat-icon>send</mat-icon> Send for approval
</button>
</footer>
</div>
}
</ng-template>
<!-- ─── Popup: enter the correct account ─────────────────────────────────── -->
<ng-template #correctionDialog>
@if (active) {
<div class="vc-dlg">
<header class="vc-dlg__head">
<mat-icon class="vc-dlg__ico">edit_note</mat-icon>
<div class="vc-dlg__titles">
<div class="vc-dlg__title">Correction entry</div>
<div class="vc-dlg__sub vc-mono">{{ active.original_voucher_no }}</div>
</div>
<button type="button" class="vc-dlg__x" aria-label="Close" (click)="closeActive()">
<mat-icon>close</mat-icon>
</button>
</header>
<div class="vc-dlg__body">
<div class="vc-dlg__amount">
<span>Amount to move</span>
<strong>₹{{ active.amount | number: '1.2-2' }}</strong>
</div>
<!-- Everything but the account number is fixed. -->
<div class="vc-grid">
<div class="vc-cell">
<div class="vc-label">Transaction date</div>
<div class="vc-value">{{ active.txn_date || '—' }}</div>
</div>
<div class="vc-cell">
<div class="vc-label">Mode</div>
<div class="vc-value">Cash</div>
</div>
<div class="vc-cell">
<div class="vc-label">Unpassed by</div>
<div class="vc-value">{{ active.unpass_by_name || '—' }}</div>
</div>
<div class="vc-cell">
<div class="vc-label">Approved by</div>
<div class="vc-value">{{ active.unpass_approved_by_name || '—' }}</div>
</div>
<div class="vc-cell vc-cell--wide">
<div class="vc-label">Reason</div>
<div class="vc-value">{{ active.reason }}</div>
</div>
</div>
<div class="vc-compare">
<!-- The account the deposit went to -->
<div class="vc-acct vc-acct--wrong">
<div class="vc-acct__tag">Posted to (wrong)</div>
<div class="vc-acct__no vc-mono">{{ active.wrong_account_no }}</div>
<div class="vc-acct__name">{{ active.wrong_client_name || '—' }}</div>
<div class="vc-acct__bal">
Balance:
@if (wrongAccount) {
<strong>₹{{ wrongAccount.balance | number: '1.2-2' }}</strong>
@if (wrongHasBalance) {
<span class="vc-ok"><mat-icon>check_circle</mat-icon> covers the deposit</span>
} @else {
<span class="vc-bad"
><mat-icon>cancel</mat-icon> does not cover ₹{{ active.amount | number: '1.2-2' }}</span
>
}
} @else {
—
}
</div>
</div>
<mat-icon class="vc-arrow">arrow_forward</mat-icon>
<!-- The account it should have gone to -->
<div class="vc-acct" [class.vc-acct--ok]="correctOk" [class.vc-acct--wrong]="!!lookupError">
<div class="vc-acct__tag">Correct account</div>
<input
id="vc-correct"
class="vc-acct__input vc-mono"
type="text"
placeholder="Type the account number"
[ngModel]="correctAccountNo"
(ngModelChange)="onAccountInput($event)"
(blur)="lookup()"
/>
@if (lookingUp) {
<div class="vc-acct__bal">Looking up…</div>
}
@if (correctAccount) {
<div class="vc-acct__name">{{ correctAccount.clientName || '—' }}</div>
<div class="vc-acct__bal">
Balance: <strong>₹{{ correctAccount.balance | number: '1.2-2' }}</strong>
@if (correctOk) {
<span class="vc-ok"><mat-icon>check_circle</mat-icon> active, can receive</span>
}
</div>
}
@if (lookupError) {
<div class="vc-bad vc-acct__err"><mat-icon>error</mat-icon> {{ lookupError }}</div>
}
</div>
</div>
@if (wrongAccount && !wrongHasBalance) {
<div class="vc-warn">
<mat-icon>warning</mat-icon>
<div>
<strong>The customer has already used this money,</strong> so it cannot be taken back from
{{ active.wrong_account_no }}. Deposit ₹{{ active.amount | number: '1.2-2' }} into the correct account
from your own pocket as a fresh deposit (Transaction Entry), then press <strong>Close request</strong>.
</div>
</div>
}
</div>
<footer class="vc-dlg__foot">
<button
type="button"
class="pg-btn pg-btn--ghost vc-dlg__close-req"
[disabled]="sending"
(click)="closeRequest()"
>
<mat-icon>block</mat-icon> Close request
</button>
<button type="button" class="pg-btn pg-btn--ghost" (click)="closeActive()">Cancel</button>
<button type="button" class="pg-btn pg-btn--primary" [disabled]="!canSave" (click)="save()">
<mat-icon>check</mat-icon> Save &amp; send for approval
</button>
</footer>
</div>
}
</ng-template>
@@ -1,599 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
// Compact sizing: the page has to fit a 100% browser window without scrolling for the common case.
.pg {
padding: 14px 20px;
gap: 12px;
}
.pg-title {
font-size: 20px;
margin: 2px 0;
}
.pg-sub {
font-size: 12px;
}
.pg-btn {
height: 30px;
padding: 0 12px;
font-size: 12px;
mat-icon {
font-size: 16px;
height: 16px;
width: 16px;
}
&:disabled {
opacity: 0.45;
cursor: not-allowed;
}
}
.pg-table {
font-size: 12px;
th {
padding: 8px 12px;
font-size: 10px;
}
td {
padding: 7px 12px;
}
}
// ── Steps ───────────────────────────────────────────────────────────────────
.vc-steps {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(170px, 1fr));
gap: 8px;
margin: 0;
padding: 0;
list-style: none;
}
.vc-step {
display: flex;
align-items: center;
gap: 8px;
padding: 6px 10px;
border: 1px solid #e2e8f0;
border-radius: 10px;
background: #fff;
font-size: 12px;
color: #64748b;
&__no {
display: inline-flex;
align-items: center;
justify-content: center;
flex: 0 0 20px;
height: 20px;
border-radius: 50%;
background: #e2e8f0;
font-size: 11px;
font-weight: 700;
color: #475569;
}
&--on {
border-color: #1f7a4d;
background: #f0fdf4;
color: #0f4f3c;
.vc-step__no {
background: #1f7a4d;
color: #fff;
}
}
}
// ── Tabs ────────────────────────────────────────────────────────────────────
.vc-tabs {
display: flex;
gap: 2px;
border-bottom: 1px solid #e2e8f0;
flex-wrap: wrap;
}
.vc-tab {
display: inline-flex;
align-items: center;
gap: 5px;
padding: 7px 12px;
margin-bottom: -1px;
border: 0;
border-bottom: 2px solid transparent;
background: transparent;
font: inherit;
font-size: 12px;
font-weight: 600;
color: #64748b;
cursor: pointer;
mat-icon {
font-size: 16px;
height: 16px;
width: 16px;
}
&:hover {
color: #0f4f3c;
}
&--on {
color: #0f4f3c;
border-bottom-color: #1f7a4d;
}
}
.vc-count {
padding: 0 7px;
border-radius: 999px;
background: #f59e0b;
color: #fff;
font-size: 10px;
font-weight: 700;
}
// ── Search ──────────────────────────────────────────────────────────────────
.vc-toolbar {
display: flex;
align-items: center;
gap: 8px;
flex-wrap: wrap;
}
.vc-search {
display: flex;
align-items: center;
gap: 6px;
flex: 1 1 280px;
max-width: 420px;
height: 30px;
padding: 0 10px;
border: 1px solid #cbd5e1;
border-radius: 999px;
background: #fff;
&:focus-within {
border-color: #1f7a4d;
box-shadow: 0 0 0 3px rgb(31 122 77 / 12%);
}
mat-icon {
font-size: 16px;
height: 16px;
width: 16px;
color: #94a3b8;
}
input {
flex: 1;
min-width: 0;
border: 0;
outline: 0;
background: transparent;
font: inherit;
font-size: 12px;
}
}
// ── Table ───────────────────────────────────────────────────────────────────
.vc-table {
tbody tr {
cursor: pointer;
}
tr.vc-row--on td {
background: #f0fdf4;
&:first-child {
box-shadow: inset 3px 0 0 #1f7a4d;
}
}
.vc-col-action {
width: 1%;
text-align: right;
white-space: nowrap;
}
.vc-clip {
max-width: 240px;
overflow: hidden;
text-overflow: ellipsis;
white-space: nowrap;
}
.pg-chip {
font-size: 11px;
padding: 2px 8px;
}
}
.vc-btn-sm {
height: 26px;
padding: 0 10px;
font-size: 11px;
}
.vc-mono {
font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
letter-spacing: 0.02em;
}
.vc-empty {
padding: 24px 12px;
text-align: center;
color: #94a3b8;
font-size: 12px;
mat-icon {
display: block;
margin: 0 auto 4px;
font-size: 28px;
height: 28px;
width: 28px;
opacity: 0.6;
}
}
// ── Popups ──────────────────────────────────────────────────────────────────
.vc-dlg {
display: flex;
flex-direction: column;
max-height: 86vh;
font-size: 12px;
&__head {
display: flex;
align-items: center;
gap: 10px;
padding: 10px 14px;
border-bottom: 1px solid #e2e8f0;
background: #f8fafc;
}
&__ico {
flex: 0 0 32px;
height: 32px;
width: 32px;
border-radius: 9px;
background: #f0fdf4;
color: #1f7a4d;
font-size: 18px;
line-height: 32px;
text-align: center;
}
&__titles {
flex: 1;
min-width: 0;
}
&__title {
font-size: 14px;
font-weight: 700;
color: #0f172a;
}
&__sub {
font-size: 11px;
color: #64748b;
}
&__x {
display: inline-flex;
align-items: center;
justify-content: center;
height: 28px;
width: 28px;
border: 0;
border-radius: 50%;
background: transparent;
color: #64748b;
cursor: pointer;
mat-icon {
font-size: 18px;
height: 18px;
width: 18px;
}
&:hover {
background: #e2e8f0;
}
}
&__body {
padding: 12px 14px;
overflow-y: auto;
}
&__amount {
display: flex;
align-items: baseline;
justify-content: space-between;
margin-bottom: 10px;
padding: 8px 12px;
border-radius: 10px;
background: #ecfdf5;
border: 1px solid #a7f3d0;
color: #065f46;
font-size: 12px;
font-weight: 600;
strong {
font-size: 18px;
font-weight: 800;
font-variant-numeric: tabular-nums;
}
}
&__foot {
display: flex;
justify-content: flex-end;
gap: 8px;
padding: 10px 14px;
border-top: 1px solid #e2e8f0;
background: #f8fafc;
}
}
.vc-warn {
display: flex;
align-items: flex-start;
gap: 8px;
margin-top: 10px;
padding: 8px 12px;
border-radius: 8px;
background: #fffbeb;
border: 1px solid #fde68a;
color: #92400e;
font-size: 11px;
mat-icon {
flex: 0 0 18px;
height: 18px;
width: 18px;
font-size: 18px;
}
}
.vc-dlg__close-req {
margin-right: auto;
color: #b45309;
}
.vc-label {
display: block;
margin-bottom: 3px;
font-size: 10px;
font-weight: 700;
letter-spacing: 0.05em;
text-transform: uppercase;
color: #94a3b8;
}
.vc-reason {
width: 100%;
padding: 7px 10px;
border: 1px solid #cbd5e1;
border-radius: 8px;
font: inherit;
font-size: 12px;
resize: vertical;
&:focus {
outline: 0;
border-color: #1f7a4d;
box-shadow: 0 0 0 3px rgb(31 122 77 / 12%);
}
}
.vc-info {
display: flex;
align-items: flex-start;
gap: 6px;
margin-top: 8px;
padding: 7px 10px;
border-radius: 8px;
background: #eff6ff;
color: #1e40af;
font-size: 11px;
mat-icon {
flex: 0 0 16px;
height: 16px;
width: 16px;
font-size: 16px;
}
}
.vc-grid {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(130px, 1fr));
gap: 6px;
margin-bottom: 10px;
}
.vc-cell {
padding: 6px 10px;
border-radius: 8px;
background: #f8fafc;
border: 1px solid #eef2f7;
}
.vc-cell--wide {
grid-column: 1 / -1;
}
.vc-value {
font-size: 12px;
font-weight: 600;
color: #0f172a;
word-break: break-word;
}
// ── Wrong → Correct ─────────────────────────────────────────────────────────
.vc-compare {
display: grid;
grid-template-columns: 1fr auto 1fr;
align-items: stretch;
gap: 8px;
@media (width <= 640px) {
grid-template-columns: 1fr;
}
}
.vc-arrow {
align-self: center;
color: #94a3b8;
@media (width <= 640px) {
transform: rotate(90deg);
justify-self: center;
}
}
.vc-acct {
padding: 10px 12px;
border: 1px solid #e2e8f0;
border-radius: 10px;
background: #fff;
&--wrong {
border-color: #fecaca;
background: #fef2f2;
}
&--ok {
border-color: #a7f3d0;
background: #ecfdf5;
}
&__tag {
margin-bottom: 4px;
font-size: 10px;
font-weight: 700;
letter-spacing: 0.05em;
text-transform: uppercase;
color: #64748b;
}
&__no {
font-size: 14px;
font-weight: 700;
color: #0f172a;
}
&__input {
width: 100%;
height: 32px;
padding: 0 10px;
border: 1px solid #cbd5e1;
border-radius: 8px;
background: #fff;
font-size: 13px;
font-weight: 600;
&:focus {
outline: 0;
border-color: #1f7a4d;
box-shadow: 0 0 0 3px rgb(31 122 77 / 12%);
}
}
&__name {
margin-top: 4px;
font-size: 12px;
font-weight: 600;
color: #1e293b;
}
&__bal {
margin-top: 3px;
font-size: 11px;
color: #475569;
}
&__err {
margin-top: 6px;
}
}
.vc-ok,
.vc-bad {
display: inline-flex;
align-items: center;
gap: 3px;
margin-left: 6px;
font-weight: 700;
mat-icon {
font-size: 14px;
height: 14px;
width: 14px;
}
}
.vc-ok {
color: #059669;
}
.vc-bad {
color: #dc2626;
}
.vc-note {
margin-top: 3px;
font-size: 11px;
color: #64748b;
}
// ── Status ──────────────────────────────────────────────────────────────────
.vc-status {
display: inline-block;
padding: 2px 8px;
border-radius: 999px;
background: #e2e8f0;
font-size: 11px;
font-weight: 700;
&--UNPASS_PENDING,
&--CORRECTION_PENDING {
background: #fef3c7;
color: #92400e;
}
&--UNPASSED {
background: #dbeafe;
color: #1e40af;
}
&--COMPLETED {
background: #d1fae5;
color: #065f46;
}
&--CLOSED {
background: #f1f5f9;
color: #475569;
}
&--UNPASS_REJECTED {
background: #fee2e2;
color: #991b1b;
}
}
@@ -1,307 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Component, OnInit, TemplateRef, ViewChild, inject } from '@angular/core';
import { CommonModule } from '@angular/common';
import { FormsModule } from '@angular/forms';
import { MatDialog, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
import { MatIconModule } from '@angular/material/icon';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
import { of } from 'rxjs';
import { catchError } from 'rxjs/operators';
import { AuthenticationService } from '../../core/authentication/authentication.service';
import {
AccountLookup,
EligibleVoucher,
VoucherCorrection,
VoucherCorrectionService
} from '../voucher-correction.service';
type Tab = 'today' | 'unpassed' | 'mine';
/**
* Cashier side of correcting a cash deposit that went to the wrong account.
*
* Today vouchers: pick the voucher and unpass it (needs a manager approval; nothing moves).
* Unpassed: open the approved voucher, whose details are fixed, change only the account number and save
* (needs a manager approval again; only then do the accounts change).
*/
@Component({
selector: 'mifosx-voucher-correction',
templateUrl: './voucher-correction.component.html',
styleUrls: [
'../cashier-shared.scss',
'./voucher-correction.component.scss'
],
standalone: true,
imports: [
CommonModule,
FormsModule,
MatIconModule,
MatDialogModule,
MatSnackBarModule
]
})
export class VoucherCorrectionComponent implements OnInit {
private service = inject(VoucherCorrectionService);
private snackBar = inject(MatSnackBar);
private dialog = inject(MatDialog);
private auth = inject(AuthenticationService);
/** Unpassing is for the back office (an administrator or a clerk); re-entering the account is the cashier only. */
readonly mayUnpass = this.auth.isClerkUser() || !!this.auth.getCredentials()?.permissions?.includes('ALL_FUNCTIONS');
readonly mayCorrect = this.auth.isCashierUser();
@ViewChild('unpassDialog') unpassDialog!: TemplateRef<unknown>;
@ViewChild('correctionDialog') correctionDialog!: TemplateRef<unknown>;
private dialogRef: MatDialogRef<unknown> | null = null;
tab: Tab = this.mayUnpass ? 'today' : this.mayCorrect ? 'unpassed' : 'mine';
// Today vouchers
search = '';
vouchers: EligibleVoucher[] = [];
loadingVouchers = false;
selectedVoucher: EligibleVoucher | null = null;
/** The account the voucher was posted to, for the balance and status shown in the popup. */
voucherAccount: AccountLookup | null = null;
unpassReason = '';
sending = false;
// Unpassed vouchers waiting for the correct account
unpassed: VoucherCorrection[] = [];
loadingUnpassed = false;
active: VoucherCorrection | null = null;
wrongAccount: AccountLookup | null = null;
correctAccountNo = '';
correctAccount: AccountLookup | null = null;
lookupError = '';
lookingUp = false;
// The cashier own requests
mine: VoucherCorrection[] = [];
loadingMine = false;
readonly statusLabel: Record<string, string> = {
UNPASS_PENDING: 'Unpass awaiting approval',
UNPASSED: 'Unpassed — enter correct account',
UNPASS_REJECTED: 'Unpass rejected',
CORRECTION_PENDING: 'Correction awaiting approval',
COMPLETED: 'Corrected',
CLOSED: 'Closed — cashier deposits separately'
};
ngOnInit(): void {
if (this.mayUnpass) this.loadVouchers();
if (this.mayCorrect) this.loadUnpassed();
if (this.tab === 'mine') this.loadMine();
}
setTab(tab: Tab): void {
this.tab = tab;
if (tab === 'today') this.loadVouchers();
if (tab === 'unpassed') this.loadUnpassed();
if (tab === 'mine') this.loadMine();
}
// ── Today vouchers ─────────────────────────────────────────────────────────
loadVouchers(): void {
this.loadingVouchers = true;
this.service
.eligible(this.search.trim())
.pipe(catchError(() => of([] as EligibleVoucher[])))
.subscribe((rows) => {
this.vouchers = rows;
this.loadingVouchers = false;
if (this.selectedVoucher && !rows.some((r) => r.voucherNo === this.selectedVoucher?.voucherNo)) {
this.selectedVoucher = null;
}
});
}
pick(v: EligibleVoucher): void {
this.selectedVoucher = v;
this.unpassReason = '';
this.voucherAccount = null;
this.service
.accountLookup(v.accountNo)
.pipe(catchError(() => of(null)))
.subscribe((a) => (this.voucherAccount = a));
this.showDialog(this.unpassDialog, () => (this.selectedVoucher = null));
}
closeUnpass(): void {
this.dialogRef?.close();
}
get canUnpass(): boolean {
return !!this.selectedVoucher && this.unpassReason.trim().length > 0 && !this.sending;
}
unpass(): void {
if (!this.selectedVoucher || !this.canUnpass) return;
this.sending = true;
this.service.unpass(this.selectedVoucher.voucherNo, this.unpassReason.trim()).subscribe({
next: () => {
this.sending = false;
this.snackBar.open(`Voucher ${this.selectedVoucher?.voucherNo} sent for unpass approval`, 'Close', {
duration: 4000
});
this.dialogRef?.close();
this.unpassReason = '';
this.loadVouchers();
},
error: (err) => {
this.sending = false;
this.fail(err, 'Could not unpass the voucher');
}
});
}
// ── Unpassed vouchers: enter the correct account ───────────────────────────
loadUnpassed(): void {
this.loadingUnpassed = true;
this.service
.list('UNPASSED')
.pipe(catchError(() => of([] as VoucherCorrection[])))
.subscribe((rows) => {
this.unpassed = rows;
this.loadingUnpassed = false;
});
}
open(row: VoucherCorrection): void {
this.active = row;
this.correctAccountNo = '';
this.correctAccount = null;
this.lookupError = '';
this.wrongAccount = null;
// The account the deposit went to: its balance is what the "can this be taken back" check reads.
this.service
.accountLookup(row.wrong_account_no)
.pipe(catchError(() => of(null)))
.subscribe((a) => (this.wrongAccount = a));
this.showDialog(this.correctionDialog, () => (this.active = null));
}
closeActive(): void {
this.dialogRef?.close();
}
onAccountInput(value: string): void {
this.correctAccountNo = value;
this.correctAccount = null;
this.lookupError = '';
// Same rule as the Transaction Entry screen: searches on its own once six characters are typed.
if (value.trim().length >= 6) this.lookup();
}
lookup(): void {
const accountNo = this.correctAccountNo.trim();
if (!accountNo || this.lookingUp) return;
this.lookingUp = true;
this.service.accountLookup(accountNo).subscribe({
next: (a) => {
this.lookingUp = false;
// A late answer for a number no longer typed is dropped.
if (accountNo !== this.correctAccountNo.trim()) return;
this.correctAccount = a;
if (this.active && a.id === this.active.wrong_savings_account_id) {
this.lookupError = 'This is the account the deposit was already posted to.';
} else if (!a.canReceive) {
this.lookupError = 'This account is not active, so it cannot receive the deposit.';
}
},
error: (err) => {
this.lookingUp = false;
this.lookupError = err?.error?.errors?.[0]?.defaultUserMessage ?? 'Account not found.';
}
});
}
/** The wrong account still holds the deposit, so it can be taken back without overdrawing it. */
get wrongHasBalance(): boolean {
return !!this.wrongAccount && !!this.active && this.wrongAccount.balance >= this.active.amount;
}
get correctOk(): boolean {
return !!this.correctAccount && this.correctAccount.canReceive && !this.lookupError;
}
get canSave(): boolean {
return !!this.active && this.correctOk && this.wrongHasBalance && !this.sending;
}
save(): void {
if (!this.active || !this.canSave) return;
this.sending = true;
this.service.submitCorrection(this.active.id, this.correctAccountNo.trim()).subscribe({
next: () => {
this.sending = false;
this.snackBar.open('Correction sent for approval', 'Close', { duration: 4000 });
this.dialogRef?.close();
this.loadUnpassed();
},
error: (err) => {
this.sending = false;
this.fail(err, 'Could not save the correction');
}
});
}
/**
* Gives up this correction. The usual reason is that the wrong account no longer holds the money, so the cashier
* puts the amount into the right account from their own pocket as a fresh deposit instead.
*/
closeRequest(): void {
if (!this.active || this.sending) return;
const reason = this.wrongHasBalance
? 'Closed by the cashier'
: 'Wrong account no longer holds the amount; cashier deposits it into the correct account separately';
this.sending = true;
this.service.close(this.active.id, reason).subscribe({
next: () => {
this.sending = false;
this.snackBar.open('Request closed', 'Close', { duration: 4000 });
this.dialogRef?.close();
this.loadUnpassed();
},
error: (err) => {
this.sending = false;
this.fail(err, 'Could not close the request');
}
});
}
// ── My requests ────────────────────────────────────────────────────────────
loadMine(): void {
this.loadingMine = true;
this.service
.list(undefined, true)
.pipe(catchError(() => of([] as VoucherCorrection[])))
.subscribe((rows) => {
this.mine = rows;
this.loadingMine = false;
});
}
/** Opens one of the two popups; onClose runs however it is dismissed (button, backdrop or Esc). */
private showDialog(template: TemplateRef<unknown>, onClose: () => void): void {
this.dialogRef?.close();
this.dialogRef = this.dialog.open(template, { width: '600px', maxWidth: '95vw', autoFocus: false });
this.dialogRef.afterClosed().subscribe(onClose);
}
private fail(err: any, fallback: string): void {
const msg = err?.error?.errors?.[0]?.defaultUserMessage ?? err?.error?.defaultUserMessage ?? fallback;
this.snackBar.open(msg, 'Close', { duration: 6000 });
}
}
@@ -169,7 +169,6 @@
<th>Debit</th> <th>Debit</th>
<th>Credit</th> <th>Credit</th>
<th class="num">Amount</th> <th class="num">Amount</th>
<th>Correction</th>
<th>User</th> <th>User</th>
<!-- Two dates, not one, on the system register. <!-- Two dates, not one, on the system register.
A voucher's timestamp is the minute it was written; the posting behind it carries A voucher's timestamp is the minute it was written; the posting behind it carries
@@ -218,18 +217,6 @@
</td> </td>
} }
<td class="num">{{ row.amount | number: '1.2-2' }}</td> <td class="num">{{ row.amount | number: '1.2-2' }}</td>
<!-- Where the voucher stands after a correction: unpassed, revoked, closed or corrected. -->
<td>
<mifosx-voucher-status
[status]="row.voucherStatus"
[revokedBy]="row.revokedByVoucherNo"
[replaces]="row.replacesVoucherNo"
[note]="row.correctionNote"
></mifosx-voucher-status>
@if (!row.voucherStatus || row.voucherStatus === 'ACTIVE') {
<span class="vr-active">—</span>
}
</td>
<td>{{ row.username || '—' }}</td> <td>{{ row.username || '—' }}</td>
@if (systemOnly) { @if (systemOnly) {
<td class="vr-ledgerdate" [class.vr-ledgerdate--prior]="row.postedAfterClose"> <td class="vr-ledgerdate" [class.vr-ledgerdate--prior]="row.postedAfterClose">
@@ -92,8 +92,3 @@
text-transform: uppercase; text-transform: uppercase;
color: #7c3aed; color: #7c3aed;
} }
.vr-active {
font-size: 11px;
color: #94a3b8;
}
@@ -13,8 +13,6 @@ import { ActivatedRoute } from '@angular/router';
import { MatIconModule } from '@angular/material/icon'; import { MatIconModule } from '@angular/material/icon';
import { catchError, of } from 'rxjs'; import { catchError, of } from 'rxjs';
import { CashierService } from '../cashier.service'; import { CashierService } from '../cashier.service';
import { businessToday } from 'app/core/utils/business-today';
import { VoucherStatusComponent, VoucherStatus } from '../voucher-status/voucher-status.component';
/** /**
* Which side of the register a screen shows. * Which side of the register a screen shows.
@@ -27,11 +25,6 @@ export type VoucherSide = 'CR' | 'DR' | 'ALL';
/** One voucher as the register shows it: the number, the two sides, and who raised it. */ /** One voucher as the register shows it: the number, the two sides, and who raised it. */
interface VoucherRow { interface VoucherRow {
voucherNo: string; voucherNo: string;
/** Where the voucher stands after a correction: active, revoked, under correction, or corrected. */
voucherStatus?: VoucherStatus;
revokedByVoucherNo?: string | null;
replacesVoucherNo?: string | null;
correctionNote?: string | null;
voucherType: string | null; voucherType: string | null;
amount: number | null; amount: number | null;
createdAt: string | null; createdAt: string | null;
@@ -88,8 +81,7 @@ interface VoucherReport {
imports: [ imports: [
CommonModule, CommonModule,
FormsModule, FormsModule,
MatIconModule, MatIconModule
VoucherStatusComponent
] ]
}) })
export class VoucherReportComponent implements OnInit { export class VoucherReportComponent implements OnInit {
@@ -235,7 +227,7 @@ export class VoucherReportComponent implements OnInit {
} }
private todayIso(): string { private todayIso(): string {
const now = businessToday(); const now = new Date();
return `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, '0')}-${String(now.getDate()).padStart(2, '0')}`; return `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, '0')}-${String(now.getDate()).padStart(2, '0')}`;
} }
@@ -1,137 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
import { Component, Input } from '@angular/core';
import { CommonModule } from '@angular/common';
/** Where a voucher stands after a voucher correction. */
export type VoucherStatus =
| 'ACTIVE'
| 'REVOKED'
| 'UNPASS_PENDING'
| 'UNPASSED'
| 'CORRECTION_PENDING'
| 'CORRECTED'
| 'CLOSED'
| null
| undefined;
/**
* A small badge saying whether a voucher was revoked, is under correction, or replaced another one.
* Nothing is shown for an ordinary (active) voucher, so the registers read as before.
*/
@Component({
selector: 'mifosx-voucher-status',
standalone: true,
imports: [CommonModule],
template: `
@if (label) {
<span class="vs" [class]="'vs vs--' + status" [title]="hint">{{ label }}</span>
@if (note) {
<div class="vs-note">{{ note }}</div>
}
}
`,
styles: [
`
.vs {
display: inline-block;
margin-left: 6px;
padding: 1px 8px;
border-radius: 999px;
background: #e2e8f0;
color: #334155;
font-size: 10px;
font-weight: 700;
white-space: nowrap;
vertical-align: middle;
}
.vs-note {
margin-top: 2px;
max-width: 280px;
font-size: 11px;
line-height: 1.3;
color: #64748b;
}
.vs--REVOKED {
background: #fee2e2;
color: #991b1b;
}
.vs--UNPASS_PENDING,
.vs--CORRECTION_PENDING {
background: #fef3c7;
color: #92400e;
}
.vs--UNPASSED {
background: #dbeafe;
color: #1e40af;
}
.vs--CLOSED {
background: #f1f5f9;
color: #475569;
}
.vs--CORRECTED {
background: #d1fae5;
color: #065f46;
}
`
]
})
export class VoucherStatusComponent {
@Input() status: VoucherStatus;
/** The voucher that replaced this one, when it is revoked. */
@Input() revokedBy: string | null | undefined;
/** The voucher this one replaced, when it is the corrected one. */
@Input() replaces: string | null | undefined;
/** Why: the reason the voucher was unpassed, or why the correction was closed. */
@Input() note: string | null | undefined;
get label(): string {
switch (this.status) {
case 'REVOKED':
return this.revokedBy ? `Revoked → ${this.revokedBy}` : 'Revoked';
case 'UNPASS_PENDING':
return 'Unpass pending';
case 'UNPASSED':
return 'Unpassed';
case 'CORRECTION_PENDING':
return 'Correction pending';
case 'CLOSED':
return 'Closed — cashier deposits separately';
case 'CORRECTED':
return this.replaces ? `Corrected (replaces ${this.replaces})` : 'Corrected';
default:
return '';
}
}
get hint(): string {
switch (this.status) {
case 'REVOKED':
return 'This voucher was revoked: its deposit was moved to another account and a new voucher replaced it.';
case 'UNPASS_PENDING':
return 'A manager has not yet approved unpassing this voucher.';
case 'UNPASSED':
return 'Unpassed: waiting for the cashier to enter the correct account.';
case 'CORRECTION_PENDING':
return 'The correct account is entered; waiting for a manager to approve.';
case 'CLOSED':
return 'The correction was closed by the cashier; the voucher stays as it was.';
case 'CORRECTED':
return 'This voucher was raised by a correction and replaces the earlier one.';
default:
return '';
}
}
}
@@ -129,31 +129,6 @@
<span>* Date of Meeting</span> <span>* Date of Meeting</span>
<input type="date" [(ngModel)]="meetingDate" [disabled]="isReview" /> <input type="date" [(ngModel)]="meetingDate" [disabled]="isReview" />
</label> </label>
<label class="inv-form-field">
<span>* Settlement Destination</span>
@if (!isReview) {
<select [ngModel]="settlementMode" (ngModelChange)="onSettlementModeChange($event)">
<option value="SAVINGS">Member's Linked Savings Account</option>
<option value="GL">GL Account</option>
</select>
} @else {
<input
type="text"
[value]="reviewRequest?.settlement_mode === 'GL' ? 'GL Account' : 'Linked Savings Account'"
readonly
/>
}
</label>
@if (!isReview && settlementMode === 'GL') {
<label class="inv-form-field">
<span>* Settlement GL Account</span>
<mifosx-gl-account-selector
[inputFormControl]="toGlAccountControl"
[glAccountList]="glAccountsData"
[required]="true"
></mifosx-gl-account-selector>
</label>
}
<label class="inv-form-field"> <label class="inv-form-field">
<span>* Settlement Payment Type</span> <span>* Settlement Payment Type</span>
@if (!isReview) { @if (!isReview) {
@@ -412,24 +387,13 @@
<td>{{ meetingDate }}</td> <td>{{ meetingDate }}</td>
</tr> </tr>
<tr> <tr>
<td>Settlement Destination</td> <td>Settlement Payment Type</td>
<td>{{ settlementMode === 'GL' ? 'GL Account' : 'Linked Savings Account' }}</td> <td>{{ settlementPaymentTypeName }}</td>
</tr> </tr>
@if (settlementMode === 'GL') {
<tr>
<td>Settlement GL Account</td>
<td>{{ selectedSettlementGlName }}</td>
</tr>
} @else {
<tr> <tr>
<td>Linked Savings Account</td> <td>Linked Savings Account</td>
<td>{{ account?.savingsAccountNumber || 'None — settlement will not run automatically' }}</td> <td>{{ account?.savingsAccountNumber || 'None — settlement will not run automatically' }}</td>
</tr> </tr>
}
<tr>
<td>Settlement Payment Type</td>
<td>{{ settlementPaymentTypeName }}</td>
</tr>
</tbody> </tbody>
</table> </table>
@@ -8,7 +8,7 @@
import { Component, EventEmitter, Input, OnInit, Output, inject } from '@angular/core'; import { Component, EventEmitter, Input, OnInit, Output, inject } from '@angular/core';
import { CommonModule } from '@angular/common'; import { CommonModule } from '@angular/common';
import { FormsModule, UntypedFormControl } from '@angular/forms'; import { FormsModule } from '@angular/forms';
import { ActivatedRoute, Router, RouterModule } from '@angular/router'; import { ActivatedRoute, Router, RouterModule } from '@angular/router';
import { MatIconModule } from '@angular/material/icon'; import { MatIconModule } from '@angular/material/icon';
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar'; import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
@@ -19,9 +19,6 @@ import { SharesService } from '../../shares/shares.service';
import { ClerkShareWithdrawalService } from '../../cashier/clerk-share-withdrawal.service'; import { ClerkShareWithdrawalService } from '../../cashier/clerk-share-withdrawal.service';
import { CashierService } from '../../cashier/cashier.service'; import { CashierService } from '../../cashier/cashier.service';
import { SearchSelectComponent, SearchSelectOption } from '../../shared/search-select/search-select.component'; import { SearchSelectComponent, SearchSelectOption } from '../../shared/search-select/search-select.component';
import { GlAccountSelectorComponent } from '../../shared/accounting/gl-account-selector/gl-account-selector.component';
import { AccountingService } from '../../accounting/accounting.service';
import { GLAccount } from '../../shared/models/general.model';
export type ShareWdMode = 'create' | 'review'; export type ShareWdMode = 'create' | 'review';
@@ -54,8 +51,7 @@ interface ActivityEntry {
RouterModule, RouterModule,
MatIconModule, MatIconModule,
MatSnackBarModule, MatSnackBarModule,
SearchSelectComponent, SearchSelectComponent
GlAccountSelectorComponent
] ]
}) })
export class ShareWithdrawalRequestComponent implements OnInit { export class ShareWithdrawalRequestComponent implements OnInit {
@@ -64,7 +60,6 @@ export class ShareWithdrawalRequestComponent implements OnInit {
private sharesService = inject(SharesService); private sharesService = inject(SharesService);
private wdService = inject(ClerkShareWithdrawalService); private wdService = inject(ClerkShareWithdrawalService);
private cashierService = inject(CashierService); private cashierService = inject(CashierService);
private accountingService = inject(AccountingService);
private snackBar = inject(MatSnackBar); private snackBar = inject(MatSnackBar);
/** When embedded (e.g. opened as a popup from a list screen instead of routed to directly), mode /** When embedded (e.g. opened as a popup from a list screen instead of routed to directly), mode
@@ -96,17 +91,6 @@ export class ShareWithdrawalRequestComponent implements OnInit {
paymentTypes: any[] = []; paymentTypes: any[] = [];
settlementPaymentTypeId: number | null = null; settlementPaymentTypeId: number | null = null;
/** Where the redeemed value goes. 'SAVINGS' (the long-standing default) credits the member's
* linked savings account. 'GL' lets the clerk pick any postable GL account directly — same
* option the Cashier's Transaction Entry screen already offers on its CR row, now available
* here too so both entry points behave the same way. Naming the product's own Share Sundry GL
* here is still fine: the backend recognises it and books straight to Sundry with no further
* settlement leg (see ClerkShareWithdrawalRequestApiResource#submit). */
settlementMode: 'SAVINGS' | 'GL' = 'SAVINGS';
settlementGlAccountId: number | null = null;
glAccountsData: GLAccount[] = [];
toGlAccountControl = new UntypedFormControl('');
activityLog: ActivityEntry[] = []; activityLog: ActivityEntry[] = [];
reviewRequest: any = null; reviewRequest: any = null;
showRejectDialog = false; showRejectDialog = false;
@@ -148,17 +132,6 @@ export class ShareWithdrawalRequestComponent implements OnInit {
return this.selectedSettlementPaymentType?.name || '—'; return this.selectedSettlementPaymentType?.name || '—';
} }
/** The chosen GL account's display name, for the confirm dialog and the checklist. Falls back to
* the raw id while the GL account list is still loading. */
get selectedSettlementGlName(): string {
if (!this.settlementGlAccountId) {
return '—';
}
return (
this.glAccountsData.find((g) => g.id === this.settlementGlAccountId)?.name || `GL #${this.settlementGlAccountId}`
);
}
get isFormValid(): boolean { get isFormValid(): boolean {
if (!this.account) return false; if (!this.account) return false;
if (!this.requestedShares || this.requestedShares <= 0) return false; if (!this.requestedShares || this.requestedShares <= 0) return false;
@@ -168,7 +141,6 @@ export class ShareWithdrawalRequestComponent implements OnInit {
if (!this.resolutionNumber.trim()) return false; if (!this.resolutionNumber.trim()) return false;
if (!this.meetingDate) return false; if (!this.meetingDate) return false;
if (!this.settlementPaymentTypeId) return false; if (!this.settlementPaymentTypeId) return false;
if (this.settlementMode === 'GL' && !this.settlementGlAccountId) return false;
return true; return true;
} }
@@ -188,17 +160,10 @@ export class ShareWithdrawalRequestComponent implements OnInit {
pass: shares > 0 && shares <= held, pass: shares > 0 && shares <= held,
detail: `${shares} of ${held} shares held` detail: `${shares} of ${held} shares held`
}, },
this.settlementMode === 'GL' {
? {
label: 'Settlement GL Account selected',
pass: !!this.settlementGlAccountId,
detail: this.settlementGlAccountId ? this.selectedSettlementGlName : 'Missing'
}
: {
label: 'Linked savings account confirmed', label: 'Linked savings account confirmed',
pass: !!this.account?.savingsAccountNumber, pass: !!this.account?.savingsAccountNumber,
detail: detail: this.account?.savingsAccountNumber || 'No linked savings account — settlement cannot run automatically'
this.account?.savingsAccountNumber || 'No linked savings account — settlement cannot run automatically'
}, },
{ {
label: 'Settlement Payment Type selected (non-cash)', label: 'Settlement Payment Type selected (non-cash)',
@@ -249,37 +214,11 @@ export class ShareWithdrawalRequestComponent implements OnInit {
.pipe(catchError(() => of([]))) .pipe(catchError(() => of([])))
.subscribe((types: any[]) => (this.paymentTypes = types ?? [])); .subscribe((types: any[]) => (this.paymentTypes = types ?? []));
this.toGlAccountControl.valueChanges.subscribe((id: any) => {
this.settlementGlAccountId = id ? Number(id) : null;
});
if (this.requestId && this.mode === 'review') { if (this.requestId && this.mode === 'review') {
this.loadReviewRequest(this.requestId); this.loadReviewRequest(this.requestId);
} }
} }
/** Flips the settlement destination. Switching away from GL clears whatever was picked so a
* stale GL id can never ride along on a SAVINGS submission. */
onSettlementModeChange(mode: 'SAVINGS' | 'GL'): void {
this.settlementMode = mode;
if (mode === 'GL') {
this.loadGlAccounts();
} else {
this.settlementGlAccountId = null;
this.toGlAccountControl.setValue('');
}
}
/** Fetched on first use rather than with the page, since most withdrawals settle to savings. */
private loadGlAccounts(): void {
if (this.glAccountsData.length) {
return;
}
this.accountingService.getGlAccounts().subscribe((accounts: GLAccount[]) => {
this.glAccountsData = accounts ?? [];
});
}
onAccountSelected(accountId: string): void { onAccountSelected(accountId: string): void {
this.selectedAccountId = accountId; this.selectedAccountId = accountId;
if (!accountId) { if (!accountId) {
@@ -307,11 +246,6 @@ export class ShareWithdrawalRequestComponent implements OnInit {
this.resolutionNumber = req.resolution_number ?? ''; this.resolutionNumber = req.resolution_number ?? '';
this.meetingDate = req.meeting_date ? String(req.meeting_date).split('T')[0].split(' ')[0] : this.meetingDate; this.meetingDate = req.meeting_date ? String(req.meeting_date).split('T')[0].split(' ')[0] : this.meetingDate;
this.description = req.description ?? ''; this.description = req.description ?? '';
this.settlementMode = req.settlement_mode === 'GL' ? 'GL' : 'SAVINGS';
this.settlementGlAccountId = req.settlement_gl_account_id ? Number(req.settlement_gl_account_id) : null;
if (this.settlementMode === 'GL') {
this.loadGlAccounts();
}
if (req.activity_log) { if (req.activity_log) {
try { try {
@@ -355,9 +289,7 @@ export class ShareWithdrawalRequestComponent implements OnInit {
resolutionNumber: this.resolutionNumber.trim(), resolutionNumber: this.resolutionNumber.trim(),
meetingDate: this.meetingDate, meetingDate: this.meetingDate,
description: this.description, description: this.description,
settlementPaymentTypeId: this.settlementPaymentTypeId, settlementPaymentTypeId: this.settlementPaymentTypeId
settlementMode: this.settlementMode,
...(this.settlementMode === 'GL' ? { settlementGlAccountId: this.settlementGlAccountId } : {})
}; };
this.wdService.submit(payload).subscribe({ this.wdService.submit(payload).subscribe({
next: () => { next: () => {
@@ -643,9 +643,8 @@ export class ClientGeneralStepComponent implements OnInit, OnDestroy, OnChanges
this.createClientForm.get('degreeQualificationId')?.setValue(''); this.createClientForm.get('degreeQualificationId')?.setValue('');
} }
}); });
// Constitution options by code NAME, never by id: code ids differ per tenant (on abc_bank id 17 is the empty // Fetch all constitution options from code ID 17
// ClientClassification code and Constitution is id 24), so a hardcoded id left the dropdown empty. this.clientService.getCodeValuesById(17).subscribe((options) => {
this.clientService.getCodeValuesByName('Constitution').subscribe((options) => {
if (options?.length) { if (options?.length) {
this.constitutionOptions = options; this.constitutionOptions = options;
// Sort master by value length descending so longer/more-specific keys match first // Sort master by value length descending so longer/more-specific keys match first
@@ -1321,11 +1321,6 @@
kycForm.get('kycDocumentNumber')?.hasError('pattern') && kycForm.get('kycDocumentNumber')?.touched kycForm.get('kycDocumentNumber')?.hasError('pattern') && kycForm.get('kycDocumentNumber')?.touched
) { ) {
<mat-error>Only letters, numbers, hyphens and slashes allowed</mat-error> <mat-error>Only letters, numbers, hyphens and slashes allowed</mat-error>
} @else if (
kycForm.get('kycDocumentNumber')?.hasError('aadhaarLast4Mismatch') &&
kycForm.get('kycDocumentNumber')?.touched
) {
<mat-error>Last 4 digits do not match the Aadhaar number entered above</mat-error>
} }
</mat-form-field> </mat-form-field>
@@ -8,14 +8,7 @@
import { Component, Input, OnInit, OnChanges, OnDestroy, SimpleChanges, inject } from '@angular/core'; import { Component, Input, OnInit, OnChanges, OnDestroy, SimpleChanges, inject } from '@angular/core';
import { forkJoin, catchError, of } from 'rxjs'; import { forkJoin, catchError, of } from 'rxjs';
import { import { UntypedFormBuilder, UntypedFormGroup, Validators, FormsModule } from '@angular/forms';
UntypedFormBuilder,
UntypedFormGroup,
Validators,
FormsModule,
AbstractControl,
ValidationErrors
} from '@angular/forms';
import { import {
MatDialog, MatDialog,
MAT_DIALOG_DATA, MAT_DIALOG_DATA,
@@ -574,28 +567,6 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
/** Existing signature document ID (for re-upload/delete) */ /** Existing signature document ID (for re-upload/delete) */
existingSignatureDocId: string = ''; existingSignatureDocId: string = '';
/**
* Cross-field check for the OVD "Document Number" field (kycDocumentNumber): when Aadhaar Card
* is the selected KYC document, its value must identify the same Aadhaar as the aadhaarNumber
* field captured earlier in this step - the last 4 digits are what's compared, since
* aadhaarNumber may hold either the raw 12-digit number or a masked value (masking only ever
* obscures the first 8 digits - see aadhaarMasked in the kycData getter below - so the last 4
* characters are always the real digits either way). Not applicable to any other document type,
* where kycDocumentNumber is unrelated to Aadhaar entirely.
*/
private aadhaarLast4MatchValidator = (control: AbstractControl): ValidationErrors | null => {
if (this.selectedKycDoc?.code !== 'AADHAAR') {
return null;
}
const docNumber = (control.value || '').toString().trim();
const aadhaarValue = (control.parent?.get('aadhaarNumber')?.value || '').toString().trim();
if (docNumber.length < 4 || aadhaarValue.length < 4) {
// Required/pattern validators already flag an empty or too-short value on their own.
return null;
}
return docNumber.slice(-4) === aadhaarValue.slice(-4) ? null : { aadhaarLast4Mismatch: true };
};
/** KYC Form */ /** KYC Form */
kycForm: UntypedFormGroup = this.formBuilder.group({ kycForm: UntypedFormGroup = this.formBuilder.group({
hasPan: [true], hasPan: [true],
@@ -645,8 +616,7 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
[ [
Validators.required, Validators.required,
Validators.pattern(/^[A-Za-z0-9\-\/\s]+$/), Validators.pattern(/^[A-Za-z0-9\-\/\s]+$/),
Validators.maxLength(30), Validators.maxLength(30)
this.aadhaarLast4MatchValidator
] ]
], ],
kycDocIssueDate: [''], kycDocIssueDate: [''],
@@ -769,14 +739,6 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
this.kycForm.get('ecgcSalFlag')?.disable(); this.kycForm.get('ecgcSalFlag')?.disable();
this.kycForm.get('dormantFlag')?.disable(); this.kycForm.get('dormantFlag')?.disable();
} }
// aadhaarLast4MatchValidator (on kycDocumentNumber) reads this control's value directly rather
// than through its own valueChanges, so a re-check has to be triggered explicitly whenever the
// Aadhaar field itself changes - otherwise fixing aadhaarNumber after kycDocumentNumber was
// already entered would leave a stale mismatch error in place.
this.kycForm.get('aadhaarNumber')?.valueChanges.subscribe(() => {
this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
});
} }
/** Seed the document-type picker from defaults (entity RBI docs vs. individual OVDs, /** Seed the document-type picker from defaults (entity RBI docs vs. individual OVDs,
@@ -1047,9 +1009,6 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
// Reset uploads + merged preview when document type changes // Reset uploads + merged preview when document type changes
this.kycDocFiles = { front: null, back: null }; this.kycDocFiles = { front: null, back: null };
this.kycDocMergedPreview = null; this.kycDocMergedPreview = null;
// aadhaarLast4MatchValidator only applies while Aadhaar Card is selected - re-check so switching
// to/away from it immediately picks up (or clears) the mismatch error.
this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
} }
isKycDocSelected(proof: ProofType): boolean { isKycDocSelected(proof: ProofType): boolean {
@@ -1230,9 +1189,6 @@ export class ClientKycStepComponent implements OnInit, OnChanges, OnDestroy {
// Sync chip-picker selection with the prefilled document name // Sync chip-picker selection with the prefilled document name
if (data.kycDocumentName) { if (data.kycDocumentName) {
this.selectedKycDoc = this.findKycDocProofByName(data.kycDocumentName); this.selectedKycDoc = this.findKycDocProofByName(data.kycDocumentName);
// patchValue above ran kycDocumentNumber's validators before selectedKycDoc was known,
// so aadhaarLast4MatchValidator needs a fresh check now that it is.
this.kycForm.get('kycDocumentNumber')?.updateValueAndValidity({ onlySelf: true });
} }
// Set verification statuses from existing data // Set verification statuses from existing data
if (data.panVerified) { if (data.panVerified) {
@@ -61,7 +61,6 @@ import { KycTabComponent } from './clients-view/kyc-tab/kyc-tab.component';
import { CkycTabComponent } from './clients-view/ckyc-tab/ckyc-tab.component'; import { CkycTabComponent } from './clients-view/ckyc-tab/ckyc-tab.component';
import { Form60TabComponent } from './clients-view/form60-tab/form60-tab.component'; import { Form60TabComponent } from './clients-view/form60-tab/form60-tab.component';
import { Form121TabComponent } from './clients-view/form121-tab/form121-tab.component'; import { Form121TabComponent } from './clients-view/form121-tab/form121-tab.component';
import { tdsConfigResolver } from '../letter-mgmt/certificates/form-15gh/tds-config.service';
import { EntityClassificationTabComponent } from './clients-view/entity-classification-tab/entity-classification-tab.component'; import { EntityClassificationTabComponent } from './clients-view/entity-classification-tab/entity-classification-tab.component';
import { AuthorizedSignatoriesTabComponent } from './clients-view/authorized-signatories-tab/authorized-signatories-tab.component'; import { AuthorizedSignatoriesTabComponent } from './clients-view/authorized-signatories-tab/authorized-signatories-tab.component';
import { familyAllowedGuard, nomineeAllowedGuard } from './utils/family-nominee.guard'; import { familyAllowedGuard, nomineeAllowedGuard } from './utils/family-nominee.guard';
@@ -199,7 +198,6 @@ const routes: Routes = [
{ {
path: 'form121', path: 'form121',
component: Form121TabComponent, component: Form121TabComponent,
resolve: { tdsConfig: tdsConfigResolver },
data: { title: 'Form 121 / TDS', breadcrumb: 'Form 121 / TDS', routeParamBreadcrumb: false } data: { title: 'Form 121 / TDS', breadcrumb: 'Form 121 / TDS', routeParamBreadcrumb: false }
}, },
{ {
@@ -202,14 +202,9 @@
<div> <div>
<strong>Already available</strong> <strong>Already available</strong>
<span class="ckyc-existing__source">from {{ existing.ADDRESS_PROOF.source }}</span> <span class="ckyc-existing__source">from {{ existing.ADDRESS_PROOF.source }}</span>
@if (existing.ADDRESS_PROOF.previewUnavailable) {
<span class="ckyc-existing__warn">stored file unavailable</span>
}
</div> </div>
</div> </div>
@if ( @if (existing.ADDRESS_PROOF.previewUrl || existing.ADDRESS_PROOF.previewUrlBack) {
(existing.ADDRESS_PROOF.previewUrl || existing.ADDRESS_PROOF.previewUrlBack) && isImage('ADDRESS_PROOF')
) {
<div class="ckyc-existing__thumbs"> <div class="ckyc-existing__thumbs">
@if (existing.ADDRESS_PROOF.previewUrl) { @if (existing.ADDRESS_PROOF.previewUrl) {
<img <img
@@ -227,17 +222,6 @@
} }
</div> </div>
} }
@if (existing.ADDRESS_PROOF.previewUrl) {
<button
mat-stroked-button
type="button"
class="ckyc-existing__view"
(click)="openDocument('ADDRESS_PROOF')"
>
<fa-icon icon="eye"></fa-icon>
&nbsp;View document
</button>
}
<div class="ckyc-existing__meta"> <div class="ckyc-existing__meta">
<fa-icon icon="file-alt"></fa-icon> <fa-icon icon="file-alt"></fa-icon>
<span>{{ existing.ADDRESS_PROOF.name }}</span> <span>{{ existing.ADDRESS_PROOF.name }}</span>
@@ -315,12 +299,9 @@
<div> <div>
<strong>Already available</strong> <strong>Already available</strong>
<span class="ckyc-existing__source">from {{ existing.PHOTO_PROOF.source }}</span> <span class="ckyc-existing__source">from {{ existing.PHOTO_PROOF.source }}</span>
@if (existing.PHOTO_PROOF.previewUnavailable) {
<span class="ckyc-existing__warn">stored file unavailable</span>
}
</div> </div>
</div> </div>
@if ((existing.PHOTO_PROOF.previewUrl || existing.PHOTO_PROOF.previewUrlBack) && isImage('PHOTO_PROOF')) { @if (existing.PHOTO_PROOF.previewUrl || existing.PHOTO_PROOF.previewUrlBack) {
<div class="ckyc-existing__thumbs"> <div class="ckyc-existing__thumbs">
@if (existing.PHOTO_PROOF.previewUrl) { @if (existing.PHOTO_PROOF.previewUrl) {
<img <img
@@ -338,17 +319,6 @@
} }
</div> </div>
} }
@if (existing.PHOTO_PROOF.previewUrl) {
<button
mat-stroked-button
type="button"
class="ckyc-existing__view"
(click)="openDocument('PHOTO_PROOF')"
>
<fa-icon icon="eye"></fa-icon>
&nbsp;View document
</button>
}
<div class="ckyc-existing__meta"> <div class="ckyc-existing__meta">
<fa-icon icon="id-card"></fa-icon> <fa-icon icon="id-card"></fa-icon>
<span>{{ existing.PHOTO_PROOF.name }}</span> <span>{{ existing.PHOTO_PROOF.name }}</span>
@@ -423,24 +393,10 @@
<div> <div>
<strong>Already available</strong> <strong>Already available</strong>
<span class="ckyc-existing__source">from {{ existing.CLIENT_IMAGE.source }}</span> <span class="ckyc-existing__source">from {{ existing.CLIENT_IMAGE.source }}</span>
@if (existing.CLIENT_IMAGE.previewUnavailable) {
<span class="ckyc-existing__warn">stored file unavailable</span>
}
</div> </div>
</div> </div>
@if (existing.CLIENT_IMAGE.previewUrl && isImage('CLIENT_IMAGE')) {
<img [src]="existing.CLIENT_IMAGE.previewUrl" alt="Client photo" class="ckyc-existing__thumb" />
}
@if (existing.CLIENT_IMAGE.previewUrl) { @if (existing.CLIENT_IMAGE.previewUrl) {
<button <img [src]="existing.CLIENT_IMAGE.previewUrl" alt="Client photo" class="ckyc-existing__thumb" />
mat-stroked-button
type="button"
class="ckyc-existing__view"
(click)="openDocument('CLIENT_IMAGE')"
>
<fa-icon icon="eye"></fa-icon>
&nbsp;View document
</button>
} }
<button <button
mat-stroked-button mat-stroked-button
@@ -492,29 +448,15 @@
<div> <div>
<strong>Already available</strong> <strong>Already available</strong>
<span class="ckyc-existing__source">from {{ existing.CLIENT_SIGNATURE.source }}</span> <span class="ckyc-existing__source">from {{ existing.CLIENT_SIGNATURE.source }}</span>
@if (existing.CLIENT_SIGNATURE.previewUnavailable) {
<span class="ckyc-existing__warn">stored file unavailable</span>
}
</div> </div>
</div> </div>
@if (existing.CLIENT_SIGNATURE.previewUrl && isImage('CLIENT_SIGNATURE')) { @if (existing.CLIENT_SIGNATURE.previewUrl) {
<img <img
[src]="existing.CLIENT_SIGNATURE.previewUrl" [src]="existing.CLIENT_SIGNATURE.previewUrl"
alt="Client signature" alt="Client signature"
class="ckyc-existing__thumb ckyc-existing__thumb--wide" class="ckyc-existing__thumb ckyc-existing__thumb--wide"
/> />
} }
@if (existing.CLIENT_SIGNATURE.previewUrl) {
<button
mat-stroked-button
type="button"
class="ckyc-existing__view"
(click)="openDocument('CLIENT_SIGNATURE')"
>
<fa-icon icon="eye"></fa-icon>
&nbsp;View document
</button>
}
<div class="ckyc-existing__meta"> <div class="ckyc-existing__meta">
<fa-icon icon="file-signature"></fa-icon> <fa-icon icon="file-signature"></fa-icon>
<span>{{ existing.CLIENT_SIGNATURE.name }}</span> <span>{{ existing.CLIENT_SIGNATURE.name }}</span>
@@ -623,35 +623,6 @@
} }
} }
/* Opens the uploaded artefact full size in a new tab. Sits directly under the thumbnail, and is
the only way to inspect a PDF - which cannot render as an inline <img>. */
.ckyc-existing__view {
align-self: flex-start;
color: #1d6fd0;
border-color: #bcd8f5;
background: #fff;
font-size: 13px;
font-weight: 600;
&:hover {
background: #eef6ff;
}
}
/* Shown when a document row exists but its file could not be fetched from the content store,
so "Already available" is not silently misleading. */
.ckyc-existing__warn {
display: inline-block;
margin-left: 8px;
padding: 1px 8px;
border-radius: 10px;
background: #fdecec;
border: 1px solid #f3c2c2;
color: #a12b2b;
font-size: 11px;
font-weight: 600;
}
.ckyc-existing { .ckyc-existing {
display: flex; display: flex;
flex-direction: column; flex-direction: column;
@@ -36,41 +36,11 @@ interface ExistingArtefact {
* already writes/reads for address proof; now shared by the photo/identity proof too. */ * already writes/reads for address proof; now shared by the photo/identity proof too. */
description?: string; description?: string;
fileCount?: number; fileCount?: number;
/** Set when the stored file could not be fetched - the row exists but its content is gone. */
previewUnavailable?: boolean;
/** Stored MIME type, so the card knows whether it can render an inline thumbnail. */
mimeType?: string;
} }
type ProofKind = 'ADDRESS_PROOF' | 'PHOTO_PROOF'; type ProofKind = 'ADDRESS_PROOF' | 'PHOTO_PROOF';
type CkycDocKind = ProofKind | 'CLIENT_IMAGE' | 'CLIENT_SIGNATURE'; type CkycDocKind = ProofKind | 'CLIENT_IMAGE' | 'CLIENT_SIGNATURE';
/**
* Client-side upload guards, kept deliberately in step with the backend so a file that passes here
* is not rejected server-side:
* - 5 MB matches `spring.servlet.multipart.max-file-size`
* - the extension list is the intersection of the backend `fineract.content.regex-whitelist`
* with what these cards can actually render.
* The dialog's `accept=` is only a file-picker hint and is trivially bypassed, so the real check
* runs here, on the file the dialog hands back, before anything is sent.
*/
const MAX_UPLOAD_BYTES = 5 * 1024 * 1024;
const IMAGE_EXTENSIONS = [
'png',
'jpeg',
'jpg'
];
const DOCUMENT_EXTENSIONS = [
...IMAGE_EXTENSIONS,
'pdf'
];
/** Cards that render an inline <img>, so a PDF would not display in them. */
const IMAGE_ONLY_KINDS: CkycDocKind[] = [
'CLIENT_IMAGE',
'CLIENT_SIGNATURE'
];
@Component({ @Component({
selector: 'mifosx-ckyc-tab', selector: 'mifosx-ckyc-tab',
templateUrl: './ckyc-tab.component.html', templateUrl: './ckyc-tab.component.html',
@@ -180,11 +150,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
ngOnInit(): void { ngOnInit(): void {
this.route.parent.params.subscribe((params: any) => { this.route.parent.params.subscribe((params: any) => {
this.clientId = params['clientId']; this.clientId = params['clientId'];
// Angular reuses this component when only the clientId in the route changes, and
// loadExistingArtefacts() only ever *assigns* what it finds - it has no "not found" branch.
// Without clearing first, a client with no photo (or no signature, or no proof) keeps showing
// the previous client's card.
this.resetArtefactState();
this.loadClientInfo(); this.loadClientInfo();
this.loadAccounts(); this.loadAccounts();
this.loadCkycData(); this.loadCkycData();
@@ -192,46 +157,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
}); });
} }
/**
* Returns every per-client card to its empty state, so nothing from the client just viewed can
* survive into the next one. Covers all four cards plus the details staged for an upload - a file
* or document number left over from another client must never be submitted against this one.
*/
private resetArtefactState(): void {
this.revokePreviewUrls();
this.existing = {
ADDRESS_PROOF: { present: false },
PHOTO_PROOF: { present: false },
CLIENT_IMAGE: { present: false },
CLIENT_SIGNATURE: { present: false }
};
this.selectedProofType = { ADDRESS_PROOF: null, PHOTO_PROOF: null };
this.docFiles = {
ADDRESS_PROOF: { front: null, back: null },
PHOTO_PROOF: { front: null, back: null }
};
this.documentDetails = {
ADDRESS_PROOF: { documentKey: '', issueDate: null, expiryDate: null },
PHOTO_PROOF: { documentKey: '', issueDate: null, expiryDate: null }
};
this.clientImageFile = null;
this.clientSignatureFile = null;
this.uploadErrors = {
ADDRESS_PROOF: null,
PHOTO_PROOF: null,
CLIENT_IMAGE: null,
CLIENT_SIGNATURE: null
};
}
/** Frees the blob URLs held by the current cards before their references are dropped. */
private revokePreviewUrls(): void {
Object.values(this.existing).forEach((e) => {
if (e.previewUrl?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrl);
if (e.previewUrlBack?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrlBack);
});
}
private loadClientInfo(): void { private loadClientInfo(): void {
this.route.parent.data.subscribe((data: any) => { this.route.parent.data.subscribe((data: any) => {
const cv = data?.clientViewData; const cv = data?.clientViewData;
@@ -355,29 +280,19 @@ export class CkycTabComponent implements OnInit, OnDestroy {
present: true, present: true,
source: 'Client registration', source: 'Client registration',
name: signatureDoc.fileName || 'Client signature', name: signatureDoc.fileName || 'Client signature',
documentId: signatureDoc.id, documentId: signatureDoc.id
mimeType: signatureDoc.type
}; };
// Same endpoint getClientSignatureImage() uses, but opted out of the global error alert: // Fetch blob for preview
// a m_document row whose file is no longer in the content store returns 500, and the card
// below reports that itself. Without `silent` the interceptor pops an "Internal Server
// Error" modal on every page load, for a failure the user cannot act on.
this.clientsService this.clientsService
.downloadClientDocument(this.clientId, String(signatureDoc.id), true) .getClientSignatureImage(this.clientId, signatureDoc.id)
.pipe(takeUntil(this.destroy$)) .pipe(takeUntil(this.destroy$))
.subscribe({ .subscribe({
next: (blob: any) => { next: (blob: any) => {
if (blob && blob.size > 0) { if (blob) {
this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob); this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
} else {
// A 200 with an empty body still means there is nothing to show. Without this the
// card would claim "Already available" with no thumbnail and no explanation.
this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
} }
}, },
error: () => { error: () => undefined
this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
}
}); });
} }
@@ -449,7 +364,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
const list = Array.isArray(docs) ? docs : []; const list = Array.isArray(docs) ? docs : [];
if (!list.length) return; if (!list.length) return;
this.existing[kind].fileCount = list.length; this.existing[kind].fileCount = list.length;
this.existing[kind].previewUnavailable = false;
const byNewest = (a: any, b: any) => b.id - a.id; const byNewest = (a: any, b: any) => b.id - a.id;
const label = (d: any) => (d?.name || d?.fileName || '').toString(); const label = (d: any) => (d?.name || d?.fileName || '').toString();
@@ -458,9 +372,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
[...list].filter((d: any) => /front/i.test(label(d))).sort(byNewest)[0] || [...list].filter((d: any) => /front/i.test(label(d))).sort(byNewest)[0] ||
[...list].filter((d: any) => d.id !== back?.id).sort(byNewest)[0]; [...list].filter((d: any) => d.id !== back?.id).sort(byNewest)[0];
// A proof can be scanned to PDF, which no <img> can render - remember what was stored so the
// card offers "View document" instead of a broken thumbnail.
if (front) this.existing[kind].mimeType = front.type;
if (front) this.downloadIdentifierDocPreview(identifierId, front.id, kind, 'front'); if (front) this.downloadIdentifierDocPreview(identifierId, front.id, kind, 'front');
if (back && back.id !== front?.id) this.downloadIdentifierDocPreview(identifierId, back.id, kind, 'back'); if (back && back.id !== front?.id) this.downloadIdentifierDocPreview(identifierId, back.id, kind, 'back');
}); });
@@ -477,19 +388,12 @@ export class CkycTabComponent implements OnInit, OnDestroy {
.pipe(takeUntil(this.destroy$)) .pipe(takeUntil(this.destroy$))
.subscribe({ .subscribe({
next: (blob: any) => { next: (blob: any) => {
if (!blob || blob.size === 0) { if (!blob) return;
this.existing[kind].previewUnavailable = true;
return;
}
const url = URL.createObjectURL(blob); const url = URL.createObjectURL(blob);
if (slot === 'front') this.existing[kind].previewUrl = url; if (slot === 'front') this.existing[kind].previewUrl = url;
else this.existing[kind].previewUrlBack = url; else this.existing[kind].previewUrlBack = url;
}, },
// The row exists but its file is gone from the content store. Saying so on the card beats error: () => undefined
// showing "Already available" next to a blank space.
error: () => {
this.existing[kind].previewUnavailable = true;
}
}); });
} }
@@ -548,18 +452,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
ref.afterClosed().subscribe((result: CkycUploadDialogResult | null) => { ref.afterClosed().subscribe((result: CkycUploadDialogResult | null) => {
if (!result) return; if (!result) return;
// The dialog's `accept=` filter is only a hint to the file picker and is trivially bypassed,
// so the size/type guard runs here on what actually came back. Catching it now turns a raw
// server rejection into a message on the card.
const rejection =
this.validationError(result.front, kind) ?? (result.back ? this.validationError(result.back, kind) : null);
if (rejection) {
this.uploadErrors[kind] = rejection;
return;
}
this.uploadErrors[kind] = null;
if (isProofKind) { if (isProofKind) {
const proofKind = kind as ProofKind; const proofKind = kind as ProofKind;
this.selectedProofType[proofKind] = result.proofType || null; this.selectedProofType[proofKind] = result.proofType || null;
@@ -578,66 +470,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
}); });
} }
/** Extensions a given card can both store and render. */
private allowedExtensions(kind: CkycDocKind): string[] {
return IMAGE_ONLY_KINDS.includes(kind) ? IMAGE_EXTENSIONS : DOCUMENT_EXTENSIONS;
}
/**
* Rejects a file the backend would refuse (or the card could not render) before it is uploaded,
* so the user gets a clear message instead of a raw server error. Returns null when the file is
* acceptable.
*/
private validationError(file: File | null | undefined, kind: CkycDocKind): string | null {
if (!file) {
return null;
}
const allowed = this.allowedExtensions(kind);
const extension = (file.name.split('.').pop() || '').toLowerCase();
if (!allowed.includes(extension)) {
return `Unsupported file type ".${extension}". Allowed: ${allowed.map((e) => e.toUpperCase()).join(', ')}.`;
}
if (file.size > MAX_UPLOAD_BYTES) {
const mb = (file.size / (1024 * 1024)).toFixed(1);
return `File is ${mb} MB. The maximum allowed size is 5 MB.`;
}
if (file.size === 0) {
return 'The selected file is empty.';
}
return null;
}
/**
* True when the stored file can be shown as an inline thumbnail. A PDF cannot, so its card falls
* back to the "View document" button alone rather than rendering a broken image.
*/
isImage(kind: CkycDocKind): boolean {
const entry = this.existing[kind];
// The profile image arrives as a `data:image/...;base64,` URL, which declares its own type -
// it has neither a stored MIME type nor a file extension for the checks below to read.
if (entry?.previewUrl?.startsWith('data:')) {
return entry.previewUrl.startsWith('data:image/');
}
if (entry?.mimeType) {
return entry.mimeType.startsWith('image/');
}
// Older rows can have no stored MIME type - fall back to the file extension.
const extension = (entry?.name?.split('.').pop() || '').toLowerCase();
return IMAGE_EXTENSIONS.includes(extension);
}
/**
* Opens the uploaded document full size in a new tab. Uses the blob already fetched for the
* thumbnail, so it works for PDFs too and costs no extra request.
*/
openDocument(kind: CkycDocKind): void {
const url = this.existing[kind]?.previewUrl;
if (url) {
window.open(url, '_blank', 'noopener');
}
}
/** Reads back the "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" convention this tab (and /** Reads back the "Issue date: yyyy-MM-dd, Expiry date: yyyy-MM-dd" convention this tab (and
* client-india-address-step, for address proof) writes into the identifier's description. */ * client-india-address-step, for address proof) writes into the identifier's description. */
private parseDescriptionDates(description: string | undefined): { issueDate: Date | null; expiryDate: Date | null } { private parseDescriptionDates(description: string | undefined): { issueDate: Date | null; expiryDate: Date | null } {
@@ -701,10 +533,6 @@ export class CkycTabComponent implements OnInit, OnDestroy {
request$.pipe(takeUntil(this.destroy$)).subscribe({ request$.pipe(takeUntil(this.destroy$)).subscribe({
next: () => { next: () => {
this.uploading[documentType] = false; this.uploading[documentType] = false;
// The card is gated on `present`; without this a successful upload left it reading
// "Not uploaded yet". uploadProofDocument() sets the same flag for the proof cards.
this.existing[key].present = true;
this.existing[key].source = this.existing[key].source || 'CKYC upload';
this.alertService.alert({ type: 'success', message: 'Document uploaded successfully.' }); this.alertService.alert({ type: 'success', message: 'Document uploaded successfully.' });
this.refreshPreview(documentType); this.refreshPreview(documentType);
}, },
@@ -825,22 +653,13 @@ export class CkycTabComponent implements OnInit, OnDestroy {
if (this.existing[staleKey].previewUrlBack?.startsWith('blob:')) { if (this.existing[staleKey].previewUrlBack?.startsWith('blob:')) {
URL.revokeObjectURL(this.existing[staleKey].previewUrlBack!); URL.revokeObjectURL(this.existing[staleKey].previewUrlBack!);
} }
// The upload that triggered this refresh is what repairs a previously missing file, so the
// warning has to be cleared before the re-read - otherwise a fixed card keeps the old badge.
this.existing[staleKey].previewUrl = undefined;
this.existing[staleKey].previewUrlBack = undefined;
this.existing[staleKey].previewUnavailable = false;
switch (documentType) { switch (documentType) {
case 'CLIENT_IMAGE': case 'CLIENT_IMAGE':
this.clientsService this.clientsService
.getClientProfileImage(this.clientId) .getClientProfileImage(this.clientId)
.pipe(takeUntil(this.destroy$)) .pipe(takeUntil(this.destroy$))
.subscribe((photo: any) => { .subscribe((photo: any) => {
if (photo) { if (photo) this.existing.CLIENT_IMAGE.previewUrl = photo;
this.existing.CLIENT_IMAGE.previewUrl = photo;
} else {
this.existing.CLIENT_IMAGE.previewUnavailable = true;
}
}); });
break; break;
case 'CLIENT_SIGNATURE': case 'CLIENT_SIGNATURE':
@@ -853,21 +672,11 @@ export class CkycTabComponent implements OnInit, OnDestroy {
?.sort((a: any, b: any) => b.id - a.id)?.[0]; ?.sort((a: any, b: any) => b.id - a.id)?.[0];
if (!doc) return; if (!doc) return;
this.existing.CLIENT_SIGNATURE.documentId = doc.id; this.existing.CLIENT_SIGNATURE.documentId = doc.id;
this.existing.CLIENT_SIGNATURE.mimeType = doc.type;
this.clientsService this.clientsService
.downloadClientDocument(this.clientId, String(doc.id), true) .getClientSignatureImage(this.clientId, doc.id)
.pipe(takeUntil(this.destroy$)) .pipe(takeUntil(this.destroy$))
.subscribe({ .subscribe((blob: any) => {
next: (blob: any) => { if (blob) this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
if (blob && blob.size > 0) {
this.existing.CLIENT_SIGNATURE.previewUrl = URL.createObjectURL(blob);
} else {
this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
}
},
error: () => {
this.existing.CLIENT_SIGNATURE.previewUnavailable = true;
}
}); });
}); });
break; break;
@@ -881,6 +690,10 @@ export class CkycTabComponent implements OnInit, OnDestroy {
ngOnDestroy(): void { ngOnDestroy(): void {
this.destroy$.next(); this.destroy$.next();
this.destroy$.complete(); this.destroy$.complete();
this.revokePreviewUrls(); // Release object URLs
Object.values(this.existing).forEach((e) => {
if (e.previewUrl?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrl);
if (e.previewUrlBack?.startsWith('blob:')) URL.revokeObjectURL(e.previewUrlBack);
});
} }
} }
@@ -55,10 +55,7 @@
<div class="f121__note"> <div class="f121__note">
<mat-icon>info_outline</mat-icon> <mat-icon>info_outline</mat-icon>
<div> <div>
@if (configMissing) { @if (!dateOfBirth) {
TDS rates for FY {{ fy }} are not configured, so the tax cannot be computed. Set them up under Organization
› TDS Configuration.
} @else if (!dateOfBirth) {
Date of birth is not on record, so the senior-citizen threshold cannot be determined. Add it on the Personal Date of birth is not on record, so the senior-citizen threshold cannot be determined. Add it on the Personal
Data tab. Data tab.
} @else { } @else {
@@ -116,8 +113,8 @@
<div class="f121__note f121__note--warn"> <div class="f121__note f121__note--warn">
<mat-icon>warning_amber</mat-icon> <mat-icon>warning_amber</mat-icon>
<div> <div>
A declaration is on record for this year, but one or more deposits still carry a tax group. Those accounts A Form 121 declaration is on record for this year, but withholding is still switched on for one or more
deduct on their own and ignore the declaration — remove the tax group from them. deposits. Turn it off on those accounts, or tax will keep being deducted.
</div> </div>
</div> </div>
} }
@@ -192,91 +189,21 @@
} }
</span> </span>
</div> </div>
@if (declarationRecord; as d) { @if (declarationOnRecord && declarationFy) {
<div class="f121__kv-row"> <div class="f121__kv-row">
<span>Declared for</span> <span>Declared for</span>
<span>FY {{ d.fy }} · Form {{ d.formType }}</span> <span>FY {{ declarationFy }}</span>
</div>
<div class="f121__kv-row">
<span>Accepted on</span>
<span>
{{ d.acceptedOn | date: 'd MMM y' }} — no TDS on interest credited from this day to 31 March. Interest
credited before it is taxed as usual.
</span>
</div>
@if (d.uin) {
<div class="f121__kv-row">
<span>UIN</span>
<span class="f121__mono">{{ d.uin }}</span>
</div> </div>
} }
<div class="f121__kv-row"> @if (declarationOnRecord && !acceptanceDateKnown) {
<span></span>
<span>
<button type="button" class="f121__btn f121__btn--warn" (click)="revokeDeclaration()">
Withdraw declaration
</button>
</span>
</div>
} @else if (fy && !configMissing) {
<div class="f121__kv-row">
<span></span>
<span>
@if (!showDeclarationForm) {
<button type="button" class="f121__btn" (click)="openDeclarationForm()" [disabled]="!panWellFormed">
Record {{ formLabel }} for FY {{ fy }}
</button>
@if (!panWellFormed) {
<div class="muted">A valid PAN must be on the KYC first — a declaration without one is void.</div>
}
}
</span>
</div>
@if (showDeclarationForm) {
<div class="f121__decl-form">
<label>
<span>Accepted on *</span>
<input type="date" [(ngModel)]="newDeclaration.acceptedOn" />
</label>
<label>
<span>UIN</span>
<input type="text" [(ngModel)]="newDeclaration.uin" placeholder="Allotted on acceptance" />
</label>
<label>
<span>Estimated income for the year (₹)</span>
<input type="number" min="0" [(ngModel)]="newDeclaration.estimatedIncome" />
</label>
@if (declarationError) {
<div class="f121__note f121__note--warn">
<mat-icon>error_outline</mat-icon>
<div>{{ declarationError }}</div>
</div>
}
<div class="f121__decl-actions">
<button type="button" class="f121__btn" (click)="showDeclarationForm = false">Cancel</button>
<button
type="button"
class="f121__btn f121__btn--primary"
(click)="saveDeclaration()"
[disabled]="savingDeclaration"
>
{{ savingDeclaration ? 'Saving…' : 'Save declaration' }}
</button>
</div>
</div>
}
}
@for (old of declarations; track old.id) {
@if (old.revoked && old.fy === fy) {
<div class="f121__kv-row f121__kv-row--muted"> <div class="f121__kv-row f121__kv-row--muted">
<span>Withdrawn</span> <span>Acceptance date</span>
<span> <span>
Form {{ old.formType }} accepted {{ old.acceptedOn | date: 'd MMM y' }}, withdrawn Not captured — the declaration is treated as covering the whole year. A mid-year acceptance would change
{{ old.revokedOn | date: 'd MMM y' }} — {{ old.revokeReason }} the figures below.
</span> </span>
</div> </div>
} }
}
@if (eligibility) { @if (eligibility) {
@for (reason of eligibility.reasons; track reason) { @for (reason of eligibility.reasons; track reason) {
<div class="f121__kv-row f121__kv-row--warn"> <div class="f121__kv-row f121__kv-row--warn">
@@ -332,61 +332,3 @@
font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace; font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
font-weight: 600; font-weight: 600;
} }
/* ── Recording a declaration ── */
.f121__btn {
padding: 6px 14px;
border: 1px solid #d1d5db;
border-radius: 6px;
background: #fff;
font: inherit;
font-size: 12.5px;
font-weight: 600;
cursor: pointer;
&:disabled {
opacity: 0.55;
cursor: not-allowed;
}
&--primary {
border-color: #1d4ed8;
background: #1d4ed8;
color: #fff;
}
&--warn {
border-color: #b45309;
color: #b45309;
}
}
.f121__decl-form {
display: grid;
gap: 10px;
padding: 12px 16px;
label {
display: grid;
gap: 4px;
font-size: 12px;
span {
color: #6b7280;
font-weight: 600;
}
input {
max-width: 280px;
padding: 6px 8px;
border: 1px solid #d1d5db;
border-radius: 6px;
font: inherit;
}
}
}
.f121__decl-actions {
display: flex;
gap: 8px;
}
@@ -23,8 +23,6 @@ import { SavingsService } from 'app/savings/savings.service';
import { FixedDepositsService } from 'app/deposits/fixed-deposits/fixed-deposits.service'; import { FixedDepositsService } from 'app/deposits/fixed-deposits/fixed-deposits.service';
import { RecurringDepositsService } from 'app/deposits/recurring-deposits/recurring-deposits.service'; import { RecurringDepositsService } from 'app/deposits/recurring-deposits/recurring-deposits.service';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module'; import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { TdsDeclarationRecord, TdsReportsService } from 'app/tds-reports/tds-reports.service';
import { TdsDeductee } from 'app/tds-reports/tds-reports-data';
/** Domain logic */ /** Domain logic */
import { import {
@@ -113,7 +111,6 @@ export class Form121TabComponent implements OnInit, OnDestroy {
private savingsService = inject(SavingsService); private savingsService = inject(SavingsService);
private fixedDepositsService = inject(FixedDepositsService); private fixedDepositsService = inject(FixedDepositsService);
private recurringDepositsService = inject(RecurringDepositsService); private recurringDepositsService = inject(RecurringDepositsService);
private tdsService = inject(TdsReportsService);
private destroy$ = new Subject<void>(); private destroy$ = new Subject<void>();
@@ -127,25 +124,23 @@ export class Form121TabComponent implements OnInit, OnDestroy {
pan = ''; pan = '';
panWellFormed = false; panWellFormed = false;
// ── Declarations on record ── // ── Declaration on record ──
/** declarationOnRecord = false;
* Every declaration the customer has given, each for one year and from the day the branch
* accepted it. The KYC record only ever held a type and a year, which made a September
* declaration shield interest back to April and let last year's form run on.
*/
declarations: TdsDeclarationRecord[] = [];
/** /**
* The form actually in force for the selected year. From FY 2026-27 a single * The form actually in force for the selected year. From FY 2026-27 a single
* Form 121 replaced the 15G/15H split, so this is derived from the year rather * Form 121 replaced the 15G/15H split, so this is derived from the year rather
* than from the payee's age. * than from the payee's age.
*/ */
declarationForm: DeclarationForm = '121'; declarationForm: DeclarationForm = '121';
/** Kind recorded at KYC, meaningful only for a pre-2026 year. */
// ── Recording a declaration ── declarationKind: '15G' | '15H' = '15G';
showDeclarationForm = false; declarationFy = '';
savingDeclaration = false; /**
declarationError = ''; * The KYC step records only the year, not the date the branch accepted the
newDeclaration = { acceptedOn: '', uin: '', estimatedIncome: null as number | null }; * declaration, so it has to be treated as covering the whole year. Surfaced on
* screen rather than hidden — a mid-year acceptance would change the figures.
*/
acceptanceDateKnown = false;
eligibility: EligibilityResult | null = null; eligibility: EligibilityResult | null = null;
@@ -158,13 +153,11 @@ export class Form121TabComponent implements OnInit, OnDestroy {
schedule: TdsSchedule | null = null; schedule: TdsSchedule | null = null;
actualTds = 0; actualTds = 0;
tdsSaved = 0; tdsSaved = 0;
/** The selected year has no entry on Organization › TDS Configuration. */
configMissing = false;
/** Raw account inputs, kept so the year selector can recompute cheaply. */ /** Raw account inputs, kept so the year selector can recompute cheaply. */
private accountInputs: (TdsAccountInput & { meta: Form121AccountRow; taxLines: InterestCredit[] })[] = []; private accountInputs: (TdsAccountInput & { meta: Form121AccountRow })[] = [];
/** This customer's FD/RD interest received in savings, and TDS taken there, per year. */ /** Withheld-tax postings by FY, from the ledger. */
private platformByFy = new Map<string, TdsDeductee | null>(); private actualTdsByFy = new Map<string, number>();
ngOnInit(): void { ngOnInit(): void {
this.route.parent.params.pipe(takeUntil(this.destroy$)).subscribe((params: any) => { this.route.parent.params.pipe(takeUntil(this.destroy$)).subscribe((params: any) => {
@@ -187,15 +180,13 @@ export class Form121TabComponent implements OnInit, OnDestroy {
forkJoin({ forkJoin({
client: this.clientsService.getClientData(this.clientId, true).pipe(catchError(() => of(null))), client: this.clientsService.getClientData(this.clientId, true).pipe(catchError(() => of(null))),
kyc: this.clientsService.getClientKyc(this.clientId, true).pipe(catchError(() => of(null))), kyc: this.clientsService.getClientKyc(this.clientId, true).pipe(catchError(() => of(null))),
accounts: this.clientsService.getClientAccountData(this.clientId).pipe(catchError(() => of(null))), accounts: this.clientsService.getClientAccountData(this.clientId).pipe(catchError(() => of(null)))
declarations: this.tdsService.getDeclarations(Number(this.clientId)).pipe(catchError(() => of([])))
}) })
.pipe( .pipe(
takeUntil(this.destroy$), takeUntil(this.destroy$),
switchMap(({ client, kyc, accounts, declarations }) => { switchMap(({ client, kyc, accounts }) => {
this.applyClient(client); this.applyClient(client);
this.applyKyc(kyc); this.applyKyc(kyc);
this.declarations = declarations || [];
const deposits = this.depositAccountsOf(accounts); const deposits = this.depositAccountsOf(accounts);
return deposits.length ? forkJoin(deposits.map((a) => this.fetchAccount(a))) : of([] as any[]); return deposits.length ? forkJoin(deposits.map((a) => this.fetchAccount(a))) : of([] as any[]);
}), }),
@@ -219,8 +210,11 @@ export class Form121TabComponent implements OnInit, OnDestroy {
private applyKyc(kyc: any): void { private applyKyc(kyc: any): void {
this.pan = (kyc?.panNumber ?? '').toUpperCase(); this.pan = (kyc?.panNumber ?? '').toUpperCase();
this.panWellFormed = isWellFormedPan(this.pan); this.panWellFormed = isWellFormedPan(this.pan);
this.declarationForm = this.declarationOnRecord = !!kyc?.form15Applicable;
this.fy && FY_TAX_CONFIG[normaliseFy(this.fy)] ? declarationFormFor(this.fy, this.dateOfBirth) : '121'; this.declarationKind = kyc?.form15Type === '15H' ? '15H' : '15G';
this.declarationForm = this.fy ? declarationFormFor(this.fy, this.dateOfBirth) : '121';
this.declarationFy = kyc?.form15FY ?? '';
this.acceptanceDateKnown = false;
} }
/** Savings, FD and RD accounts — everything that can credit interest. */ /** Savings, FD and RD accounts — everything that can credit interest. */
@@ -254,7 +248,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
*/ */
private ingest(details: any[]): void { private ingest(details: any[]): void {
this.accountInputs = []; this.accountInputs = [];
this.platformByFy = new Map<string, TdsDeductee | null>(); this.actualTdsByFy = new Map<string, number>();
const fys = new Set<string>(); const fys = new Set<string>();
const clientIdNum = Number(this.clientId); const clientIdNum = Number(this.clientId);
@@ -275,7 +269,6 @@ export class Form121TabComponent implements OnInit, OnDestroy {
}; };
const credits: InterestCredit[] = []; const credits: InterestCredit[] = [];
const taxLines: InterestCredit[] = [];
let tdsDeducted = 0; let tdsDeducted = 0;
for (const t of d.transactions ?? []) { for (const t of d.transactions ?? []) {
@@ -293,7 +286,8 @@ export class Form121TabComponent implements OnInit, OnDestroy {
} else if (t.transactionType?.withholdTax) { } else if (t.transactionType?.withholdTax) {
const amount = t.amount ?? 0; const amount = t.amount ?? 0;
tdsDeducted += amount; tdsDeducted += amount;
taxLines.push({ date: iso, amount, accountNo: ref.accountNo }); const txnFy = fyOf(iso);
this.actualTdsByFy.set(txnFy, (this.actualTdsByFy.get(txnFy) ?? 0) + amount);
} }
} }
@@ -316,13 +310,12 @@ export class Form121TabComponent implements OnInit, OnDestroy {
deducteeClientId: deductee deducteeClientId: deductee
}; };
this.accountInputs.push({ ...ref, credits, taxLines, meta }); this.accountInputs.push({ ...ref, credits, meta });
} }
this.availableFys = [...fys].sort().reverse(); this.availableFys = [...fys].sort().reverse();
if (!this.availableFys.includes(this.fy)) { if (!this.availableFys.includes(this.fy)) {
this.fy = this.fy = this.availableFys[0] ?? (this.declarationFy ? normaliseFy(this.declarationFy) : '');
this.availableFys[0] ?? this.declarations[0]?.fy ?? Object.keys(FY_TAX_CONFIG).sort().reverse()[0] ?? '';
} }
} }
@@ -340,37 +333,14 @@ export class Form121TabComponent implements OnInit, OnDestroy {
} }
const year = normaliseFy(this.fy); const year = normaliseFy(this.fy);
this.configMissing = !FY_TAX_CONFIG[year];
// TDS is tracked on FD/RD interest once it reaches savings, and deducted there. Those figures live
// on the platform, not in the deposit's own transactions, so they are fetched once per year and
// the computation waits for them.
if (!this.platformByFy.has(year)) {
this.loadPlatformYear(year);
return;
}
const platform = this.platformByFy.get(year);
for (const a of this.accountInputs) {
if (!a.meta.tdsApplicable) {
continue;
}
const match = platform?.accounts.find((p) => p.accountNo === a.accountNo);
a.credits = match?.credits ?? [];
a.taxLines = match?.deductions ?? [];
}
// Per-account interest for the selected year, for the three lists. // Per-account interest for the selected year, for the three lists.
for (const a of this.accountInputs) { for (const a of this.accountInputs) {
a.meta.interest = a.credits.filter((c) => fyOf(c.date) === year).reduce((s, c) => s + c.amount, 0); a.meta.interest = a.credits.filter((c) => fyOf(c.date) === year).reduce((s, c) => s + c.amount, 0);
// The selected year only - this used to total every year the account had ever been taxed in.
a.meta.tdsDeducted = a.meta.tdsApplicable
? a.taxLines.filter((c) => fyOf(c.date) === year).reduce((s, c) => s + c.amount, 0)
: 0;
} }
// What was actually debited for this customer as deductee, wherever the savings account sits. this.actualTds = this.actualTdsByFy.get(year) ?? 0;
this.actualTds = this.accountInputs.filter((a) => a.meta.tdsApplicable).reduce((s, a) => s + a.meta.tdsDeducted, 0);
if (!this.dateOfBirth || this.configMissing) { if (!this.dateOfBirth) {
return; return;
} }
@@ -408,95 +378,21 @@ export class Form121TabComponent implements OnInit, OnDestroy {
return applicable.some((a) => a.meta.mode === 'QUARTERLY') ? 'QUARTERLY' : 'ANNUAL'; return applicable.some((a) => a.meta.mode === 'QUARTERLY') ? 'QUARTERLY' : 'ANNUAL';
} }
private loadPlatformYear(year: string): void { /** The declaration, but only when it was filed for the year being shown. */
this.tdsService private declarationForSelectedFy(): Declaration | null {
.getDepositInterest(Number(year.slice(0, 4)), Number(this.clientId)) if (!this.declarationOnRecord || !this.fy) {
.pipe(
catchError(() => of([])),
takeUntil(this.destroy$)
)
.subscribe((rows) => {
this.platformByFy.set(year, rows.find((r) => `${r.clientId}` === `${this.clientId}`) ?? null);
this.recompute();
});
}
/** The live declaration recorded for the year being shown, if any. */
get declarationRecord(): TdsDeclarationRecord | null {
if (!this.fy) {
return null; return null;
} }
const year = normaliseFy(this.fy); const year = normaliseFy(this.fy);
return this.declarations.find((d) => d.fy === year && !d.revoked) ?? null; if (this.declarationFy && normaliseFy(this.declarationFy) !== year) {
}
get declarationOnRecord(): boolean {
return !!this.declarationRecord;
}
/** The declaration as the engine takes it — operative from the day it was accepted. */
private declarationForSelectedFy(): Declaration | null {
const d = this.declarationRecord;
if (!d) {
return null; return null;
} }
const kind = d.formType === '15H' ? '15H' : d.formType === '15G' ? '15G' : formKindFor(this.dateOfBirth, d.fy); return {
return { kind, acceptedOn: d.acceptedOn, fy: d.fy, uin: d.uin || undefined }; kind: this.declarationKind,
} // No acceptance date on record — treated as covering the whole year.
acceptedOn: `${year.slice(0, 4)}-04-01`,
openDeclarationForm(): void { fy: year
this.newDeclaration = { acceptedOn: new Date().toISOString().slice(0, 10), uin: '', estimatedIncome: null }; };
this.declarationError = '';
this.showDeclarationForm = true;
}
saveDeclaration(): void {
if (!this.newDeclaration.acceptedOn) {
this.declarationError = 'Enter the date the branch accepted the form.';
return;
}
this.savingDeclaration = true;
this.declarationError = '';
this.tdsService
.createDeclaration({
clientId: Number(this.clientId),
fy: normaliseFy(this.fy),
formType: declarationFormFor(this.fy, this.dateOfBirth),
acceptedOn: this.newDeclaration.acceptedOn,
uin: this.newDeclaration.uin || undefined,
estimatedIncome: this.newDeclaration.estimatedIncome
})
.subscribe({
next: (rows) => {
this.savingDeclaration = false;
this.showDeclarationForm = false;
this.declarations = rows || [];
this.recompute();
},
error: (err: any) => {
this.savingDeclaration = false;
this.declarationError =
err?.error?.errors?.[0]?.defaultUserMessage || err?.error?.defaultUserMessage || 'Could not save.';
}
});
}
revokeDeclaration(): void {
const d = this.declarationRecord;
if (!d) {
return;
}
const reason = prompt('Why is this declaration being withdrawn? From today, TDS will be deducted again.');
if (!reason) {
return;
}
this.tdsService.revokeDeclaration(d.id, reason).subscribe({
next: (rows) => {
this.declarations = rows || [];
this.recompute();
},
error: (err: any) => alert(err?.error?.defaultUserMessage || 'Could not revoke the declaration.')
});
} }
// ───────────────────────── Template helpers ───────────────────────── // ───────────────────────── Template helpers ─────────────────────────
@@ -515,7 +411,7 @@ export class Form121TabComponent implements OnInit, OnDestroy {
/** The form the payee would file for the selected year. */ /** The form the payee would file for the selected year. */
get formLabel(): string { get formLabel(): string {
if (!this.fy || this.configMissing) { if (!this.fy) {
return '—'; return '—';
} }
const form = declarationFormFor(this.fy, this.dateOfBirth); const form = declarationFormFor(this.fy, this.dateOfBirth);
@@ -574,12 +470,11 @@ export class Form121TabComponent implements OnInit, OnDestroy {
} }
/** /**
* A declaration is on record but a deposit still carries a stock Fineract tax group. Those * A declaration is on record but deposit accounts are still set to withhold —
* accounts withhold on their own rules and never consult the declaration record, so the form * the branch has not switched them off.
* does not stop their deduction until the tax group is removed.
*/ */
get declarationNotAppliedToAccounts(): boolean { get declarationNotAppliedToAccounts(): boolean {
return !!this.declarationForSelectedFy() && this.liableAccounts.some((a) => !!a.taxGroup); return !!this.declarationForSelectedFy() && this.liableAccounts.some((a) => a.withHoldTax);
} }
/** /**
@@ -591,13 +591,16 @@
<i class="fa fa-calendar section-header__icon"></i> <i class="fa fa-calendar section-header__icon"></i>
<h3 class="section-header__title">{{ 'labels.heading.Recurring Deposit Accounts' | translate }}</h3> <h3 class="section-header__title">{{ 'labels.heading.Recurring Deposit Accounts' | translate }}</h3>
</div> </div>
<div class="section-header__right">
<button mat-raised-button color="primary" (click)="toggleRecurringAccountsOverview()">
{{ viewAccountsLabel(showClosedRecurringAccounts) | translate }}
</button>
</div>
</div> </div>
<!-- Active and ended recurring deposits share one table; the Status column says how each one ended (matured or @if (!showClosedRecurringAccounts) {
closed early), so the client's RD history stays visible without switching views. -->
@if (savingAccounts) {
<div class="table-wrapper"> <div class="table-wrapper">
<table mat-table [dataSource]="savingAccounts | accountsFilter: 'saving' : 'all' : 'isRecurring'"> <table mat-table [dataSource]="savingAccounts | accountsFilter: 'saving' : 'open' : 'isRecurring'">
<ng-container matColumnDef="Account No"> <ng-container matColumnDef="Account No">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account No' | translate }}</th> <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account No' | translate }}</th>
<td mat-cell *matCellDef="let element"> <td mat-cell *matCellDef="let element">
@@ -611,15 +614,6 @@
<mifosx-long-text textValue="{{ element.productName }}" chars="35"></mifosx-long-text> <mifosx-long-text textValue="{{ element.productName }}" chars="35"></mifosx-long-text>
</td> </td>
</ng-container> </ng-container>
<ng-container matColumnDef="Status">
<th mat-header-cell *matHeaderCellDef>Status</th>
<td mat-cell *matCellDef="let element">
<span class="rd-status" [class.rd-status--ended]="element.timeline?.closedOnDate">{{ rdStatusLabel(element) }}</span>
@if (element.timeline?.closedOnDate) {
<div class="rd-status__date">on {{ element.timeline.closedOnDate | dateFormat }}</div>
}
</td>
</ng-container>
<ng-container matColumnDef="Last Active"> <ng-container matColumnDef="Last Active">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Last Active' | translate }}</th> <th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Last Active' | translate }}</th>
<td mat-cell *matCellDef="let element">{{ element.lastActiveTransactionDate | dateFormat }}</td> <td mat-cell *matCellDef="let element">{{ element.lastActiveTransactionDate | dateFormat }}</td>
@@ -644,7 +638,7 @@
<i class="fa fa-check"></i> <i class="fa fa-check"></i>
</button> </button>
} }
@if (element.status.approved) { @if (!element.status.submittedAndPendingApproval && !element.status.active) {
<button <button
class="account-action-button" class="account-action-button"
mat-raised-button mat-raised-button
@@ -670,7 +664,7 @@
</ng-container> </ng-container>
<ng-container matColumnDef="no-data"> <ng-container matColumnDef="no-data">
<td mat-footer-cell *matFooterCellDef [attr.colspan]="recurringColumns.length"> <td mat-footer-cell *matFooterCellDef [attr.colspan]="openSavingsColumns.length">
<div class="table-empty-state"> <div class="table-empty-state">
<i class="fa fa-folder-open-o table-empty-state__icon"></i> <i class="fa fa-folder-open-o table-empty-state__icon"></i>
<p class="table-empty-state__text"> <p class="table-empty-state__text">
@@ -680,17 +674,67 @@
</td> </td>
</ng-container> </ng-container>
<tr mat-header-row *matHeaderRowDef="recurringColumns"></tr> <tr mat-header-row *matHeaderRowDef="openSavingsColumns"></tr>
<tr <tr
mat-row mat-row
*matRowDef="let row; columns: recurringColumns" *matRowDef="let row; columns: openSavingsColumns"
[routerLink]="['../', 'recurring-deposits-accounts', row.id, 'general']" [routerLink]="['../', 'recurring-deposits-accounts', row.id, 'general']"
class="select-row" class="select-row"
></tr> ></tr>
<tr <tr
mat-footer-row mat-footer-row
*matFooterRowDef=" *matFooterRowDef="
(savingAccounts | accountsFilter: 'saving' : 'all' : 'isRecurring')?.length === 0 ? ['no-data'] : [] (savingAccounts | accountsFilter: 'saving' : 'open' : 'isRecurring')?.length === 0 ? ['no-data'] : []
"
></tr>
</table>
</div>
}
<!-- Closed Recurring Deposit Accounts -->
@if (showClosedRecurringAccounts) {
<div class="table-wrapper">
<table mat-table [dataSource]="savingAccounts | accountsFilter: 'saving' : 'closed' : 'isRecurring'">
<ng-container matColumnDef="Account No">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Account No' | translate }}</th>
<td mat-cell *matCellDef="let element">
<i class="fa fa-stop" [ngClass]="element.status.code | statusLookup"></i>
<mifosx-account-number accountNo="{{ element.accountNo }}"></mifosx-account-number>
</td>
</ng-container>
<ng-container matColumnDef="Saving Account">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Recurring Deposit Product' | translate }}</th>
<td mat-cell *matCellDef="let element">
<mifosx-long-text textValue="{{ element.productName }}" chars="35"></mifosx-long-text>
</td>
</ng-container>
<ng-container matColumnDef="Closed Date">
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Closed Date' | translate }}</th>
<td mat-cell *matCellDef="let element">{{ element.timeline.closedOnDate | dateFormat }}</td>
</ng-container>
<ng-container matColumnDef="no-data">
<td mat-footer-cell *matFooterCellDef [attr.colspan]="closedSavingsColumns.length">
<div class="table-empty-state">
<i class="fa fa-folder-open-o table-empty-state__icon"></i>
<p class="table-empty-state__text">
{{ 'labels.messages.No Closed Recurring Deposit Accounts Available' | translate }}
</p>
</div>
</td>
</ng-container>
<tr mat-header-row *matHeaderRowDef="closedSavingsColumns"></tr>
<tr
mat-row
*matRowDef="let row; columns: closedSavingsColumns"
[routerLink]="['../', 'recurring-deposits-accounts', row.id, 'general']"
class="select-row"
></tr>
<tr
mat-footer-row
*matFooterRowDef="
(savingAccounts | accountsFilter: 'saving' : 'closed' : 'isRecurring')?.length === 0 ? ['no-data'] : []
" "
></tr> ></tr>
</table> </table>
@@ -419,24 +419,3 @@ table[mat-table] {
font-size: 24px; font-size: 24px;
z-index: 1; z-index: 1;
} }
.rd-status {
display: inline-block;
padding: 2px 8px;
border-radius: 10px;
font-size: 12px;
font-weight: 600;
background: #dcfce7;
color: #166534;
&--ended {
background: #e2e8f0;
color: #475569;
}
}
.rd-status__date {
margin-top: 2px;
font-size: 11px;
color: #64748b;
}
@@ -187,15 +187,6 @@ export class GeneralTabComponent implements OnDestroy {
'Saving Account', 'Saving Account',
'Closed Date' 'Closed Date'
]; ];
/** Closed Recurring Deposit Accounts Columns - with how each one ended, for tracking. */
recurringColumns: string[] = [
'Account No',
'Saving Account',
'Status',
'Last Active',
'Balance',
'Actions'
];
/** Open Shares Accounts Columns */ /** Open Shares Accounts Columns */
openSharesColumns: string[] = [ openSharesColumns: string[] = [
'Account No', 'Account No',
@@ -484,30 +475,6 @@ export class GeneralTabComponent implements OnDestroy {
); );
} }
/** Where a recurring deposit stands - for one that has ended, how it ended. */
rdStatusLabel(account: any): string {
switch (account?.status?.code) {
case 'savingsAccountStatusType.active':
return 'Active';
case 'savingsAccountStatusType.matured':
return 'Matured (not closed)';
case 'savingsAccountStatusType.submitted.and.pending.approval':
return 'Pending Approval';
case 'savingsAccountStatusType.approved':
return 'Approved';
case 'savingsAccountStatusType.closed':
return 'Matured & Closed';
case 'savingsAccountStatusType.pre.mature.closure':
return 'Premature Closed';
case 'savingsAccountStatusType.rejected':
return 'Rejected';
case 'savingsAccountStatusType.withdrawn.by.applicant':
return 'Withdrawn by Client';
default:
return account?.status?.value ?? '';
}
}
viewAccountsLabel(closed: boolean): string { viewAccountsLabel(closed: boolean): string {
if (closed) { if (closed) {
return 'labels.buttons.View Active Accounts'; return 'labels.buttons.View Active Accounts';
@@ -1247,7 +1247,9 @@
</div> </div>
@if (!docScansLoading && !docScans.front && !docScans.back) { @if (!docScansLoading && !docScans.front && !docScans.back) {
<div class="kyc-doc-scans__empty">No scan is on file for this document. Upload one below.</div> <div class="kyc-doc-scans__empty">
No scan is on file for this document. Upload one below.
</div>
} }
<div class="kyc-doc-scans__sides"> <div class="kyc-doc-scans__sides">
@@ -182,10 +182,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
docScans: { front: DocScanSide | null; back: DocScanSide | null } = { front: null, back: null }; docScans: { front: DocScanSide | null; back: DocScanSide | null } = { front: null, back: null };
/** The two sides, in display order, so the template loops rather than repeating itself. */ /** The two sides, in display order, so the template loops rather than repeating itself. */
readonly docScanSlots: ('front' | 'back')[] = [ readonly docScanSlots: ('front' | 'back')[] = ['front', 'back'];
'front',
'back'
];
docScanOf(slot: 'front' | 'back') { docScanOf(slot: 'front' | 'back') {
return this.docScans[slot]; return this.docScans[slot];
@@ -477,8 +474,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
adverseMediaMatch: !!v.adverseMediaMatch, adverseMediaMatch: !!v.adverseMediaMatch,
// Blank stays null rather than becoming zero: an income nobody asked for is unknown, and a zero would read as a // Blank stays null rather than becoming zero: an income nobody asked for is unknown, and a zero would read as a
// customer who declared no income at all. // customer who declared no income at all.
declaredAnnualIncome: declaredAnnualIncome: v.declaredAnnualIncome === '' || v.declaredAnnualIncome == null ? null : v.declaredAnnualIncome,
v.declaredAnnualIncome === '' || v.declaredAnnualIncome == null ? null : v.declaredAnnualIncome,
declaredAnnualTurnover: declaredAnnualTurnover:
v.declaredAnnualTurnover === '' || v.declaredAnnualTurnover == null ? null : v.declaredAnnualTurnover v.declaredAnnualTurnover === '' || v.declaredAnnualTurnover == null ? null : v.declaredAnnualTurnover
}; };
@@ -1459,10 +1455,7 @@ I further confirm that:
this.docScansLoading = false; this.docScansLoading = false;
// This runs again after every replace, so the previews being thrown away are revoked // This runs again after every replace, so the previews being thrown away are revoked
// rather than left holding their blobs. // rather than left holding their blobs.
for (const old of [ for (const old of [this.docScans.front, this.docScans.back]) {
this.docScans.front,
this.docScans.back
]) {
if (old?.previewUrl) { if (old?.previewUrl) {
URL.revokeObjectURL(old.previewUrl); URL.revokeObjectURL(old.previewUrl);
} }
@@ -1504,10 +1497,7 @@ I further confirm that:
} }
this.docScans = sides; this.docScans = sides;
for (const key of [ for (const key of ['front', 'back'] as const) {
'front',
'back'
] as const) {
if (sides[key]) { if (sides[key]) {
this.loadScanPreview(sides[key]!); this.loadScanPreview(sides[key]!);
} }
@@ -1568,9 +1558,7 @@ I further confirm that:
error: (err: any) => { error: (err: any) => {
this.docScanUploading = null; this.docScanUploading = null;
this.docScanError = this.docScanError =
err?.error?.defaultUserMessage || err?.error?.defaultUserMessage || err?.error?.developerMessage || `Could not replace the ${label.toLowerCase()} side.`;
err?.error?.developerMessage ||
`Could not replace the ${label.toLowerCase()} side.`;
} }
}); });
} }
@@ -1753,10 +1741,7 @@ I further confirm that:
this.destroy$.next(); this.destroy$.next();
this.destroy$.complete(); this.destroy$.complete();
// Object URLs are held by the browser until revoked, so the scan blobs would outlive the tab. // Object URLs are held by the browser until revoked, so the scan blobs would outlive the tab.
for (const side of [ for (const side of [this.docScans.front, this.docScans.back]) {
this.docScans.front,
this.docScans.back
]) {
if (side?.previewUrl) { if (side?.previewUrl) {
URL.revokeObjectURL(side.previewUrl); URL.revokeObjectURL(side.previewUrl);
} }
+6 -33
View File
@@ -569,19 +569,8 @@ export class ClientsService {
return this.http.get(`/clients/${clientId}/documents`); return this.http.get(`/clients/${clientId}/documents`);
} }
/** downloadClientDocument(parentEntityId: string, documentId: string) {
* Fetches a client document's stored file. return this.http.get(`/clients/${parentEntityId}/documents/${documentId}/attachment`, { responseType: 'blob' });
*
* `silent` opts the request out of ErrorHandlerInterceptor's alert. Pass it when the caller
* renders its own failure state - notably thumbnail fetches, where a `m_document` row whose file
* is no longer in the content store returns 500 and would otherwise pop a modal the user can do
* nothing about. The interceptor still rethrows, so the caller's error callback continues to run.
*/
downloadClientDocument(parentEntityId: string, documentId: string, silent = false) {
return this.http.get(`/clients/${parentEntityId}/documents/${documentId}/attachment`, {
responseType: 'blob',
...(silent ? { context: new HttpContext().set(SILENT_HTTP_ERROR, true) } : {})
});
} }
uploadClientDocument(clientId: string, documentData: any) { uploadClientDocument(clientId: string, documentData: any) {
@@ -1003,28 +992,12 @@ export class ClientsService {
return this.http.post(`/clients/${clientId}/entityclassification/${category}`, data); return this.http.post(`/clients/${clientId}/entityclassification/${category}`, data);
} }
/** getClientCkyc(clientId: string): Observable<any> {
* Uploads a single CKYC artefact against the client, using the platform's generic document return this.http.get(`/clients/${clientId}/ckyc`);
* endpoint (DocumentApiResource, POST /v1/{entityType}/{entityId}/documents). There is no
* CKYC-specific document API on the backend - the earlier `/clients/{id}/ckyc/documents` path
* was never implemented and returned 404.
*
* The multipart body must carry `file`, `name` and `description`; the caller builds those so the
* stored document stays identifiable by CKYC artefact type. See ckyc-tab.component.ts.
*/
uploadCkycDocument(clientId: string, formData: FormData): Observable<any> {
return this.http.post(`/clients/${clientId}/documents`, formData);
} }
/** uploadCkycDocument(clientId: string, formData: FormData): Observable<any> {
* Replaces the content of an existing client document in place (DocumentApiResource PUT return this.http.post(`/clients/${clientId}/ckyc/documents`, formData);
* /v1/{entityType}/{entityId}/documents/{documentId}), keeping the same document id.
*
* Used by the CKYC screen's "Upload new version" so a re-upload updates the existing artefact
* rather than adding another row. Takes the same multipart body as the create call.
*/
replaceClientDocument(clientId: string, documentId: string, formData: FormData): Observable<any> {
return this.http.put(`/clients/${clientId}/documents/${documentId}`, formData);
} }
/** /**
@@ -377,8 +377,6 @@
</button> </button>
} }
@if (selectedTabIndex < totalTabs - 1) { @if (selectedTabIndex < totalTabs - 1) {
<!-- Tooltip sits on a wrapper: a disabled button fires no mouse events, so it can't host it. -->
<span [matTooltip]="currentStepBlockerMessage" [matTooltipDisabled]="!currentStepBlockerMessage">
<button mat-raised-button color="primary" (click)="onNext()" [disabled]="savingClient || !currentStepValid"> <button mat-raised-button color="primary" (click)="onNext()" [disabled]="savingClient || !currentStepValid">
@if (savingClient) { @if (savingClient) {
<mat-progress-spinner diameter="18" mode="indeterminate" class="m-r-10"></mat-progress-spinner> <mat-progress-spinner diameter="18" mode="indeterminate" class="m-r-10"></mat-progress-spinner>
@@ -392,7 +390,6 @@
<fa-icon icon="arrow-right" class="m-l-10"></fa-icon> <fa-icon icon="arrow-right" class="m-l-10"></fa-icon>
} }
</button> </button>
</span>
} }
@if (selectedTabIndex === totalTabs - 1) { @if (selectedTabIndex === totalTabs - 1) {
<button mat-raised-button color="primary" [routerLink]="['../']"> <button mat-raised-button color="primary" [routerLink]="['../']">
@@ -393,12 +393,6 @@ export class EditClientComponent {
if (this.selectedTabIndex === 0 && this.clientGeneralForm?.valid && !this.contactVerificationComplete) { if (this.selectedTabIndex === 0 && this.clientGeneralForm?.valid && !this.contactVerificationComplete) {
return 'Verify the OTP sent to both the old and new mobile number/email before saving.'; return 'Verify the OTP sent to both the old and new mobile number/email before saving.';
} }
if (this.selectedTabIndex === 0 && this.clientGeneralForm && !this.clientGeneralForm.valid) {
const labels = this.invalidGeneralFieldLabels();
if (labels.length) {
return `Please fill/correct: ${labels.join(', ')}.`;
}
}
if (this.selectedTabIndex === 1) { if (this.selectedTabIndex === 1) {
const labels = this.clientKycStep?.invalidFieldLabels || []; const labels = this.clientKycStep?.invalidFieldLabels || [];
if (labels.length) { if (labels.length) {
@@ -414,42 +408,6 @@ export class EditClientComponent {
return 'Please fill all mandatory fields on this tab to continue.'; return 'Please fill all mandatory fields on this tab to continue.';
} }
/**
* Readable names of the General-tab controls that are invalid. Older clients can be missing
* fields that are now mandatory (e.g. mobile/email), which leaves Save disabled with nothing
* on screen saying why — this feeds the button tooltip.
*/
private invalidGeneralFieldLabels(): string[] {
const labels: Record<string, string> = {
officeId: 'Office',
legalFormId: 'Legal Form',
genderId: 'Gender',
mobileNo: 'Mobile No',
alternateMobileNo: 'Alternate Mobile No',
emailAddress: 'Email',
dateOfBirth: 'Date of Birth',
submittedOnDate: 'Submitted On',
activationDate: 'Activation Date',
savingsProductId: 'Savings Product',
firstname: 'First Name',
middlename: 'Middle Name',
lastname: 'Last Name',
fullname: 'Name',
monthlyIncome: 'Monthly Income',
annualIncome: 'Annual Income',
monthlyTurnover: 'Monthly Turnover',
annualTurnover: 'Yearly Turnover',
agricultureIncome: 'Agriculture Income',
nonAgricultureIncome: 'Non-Agriculture Income',
guardianDetails: 'Guardian',
clientNonPersonDetails: 'Entity Details'
};
const controls = this.clientGeneralForm?.controls || {};
return Object.keys(controls)
.filter((name) => controls[name].invalid)
.map((name) => labels[name] || name);
}
/** Whether the current tab has unsaved edits */ /** Whether the current tab has unsaved edits */
isCurrentTabEdited(): boolean { isCurrentTabEdited(): boolean {
return this.tabEditMode[this.selectedTabIndex] === true; return this.tabEditMode[this.selectedTabIndex] === true;
@@ -109,7 +109,13 @@
</button> </button>
} }
</div> </div>
<input #sideInput type="file" hidden accept="image/*,application/pdf" (change)="onFilePicked($event, slot)" /> <input
#sideInput
type="file"
hidden
accept="image/*,application/pdf"
(change)="onFilePicked($event, slot)"
/>
</div> </div>
} }
</div> </div>
+1 -36
View File
@@ -25,41 +25,6 @@ import { environment } from '../../../environments/environment';
export class CacheInterceptor implements HttpInterceptor { export class CacheInterceptor implements HttpInterceptor {
private forceUpdate = false; private forceUpdate = false;
/**
* Endpoints that compute a live figure from the current ledger/configuration and must never be
* served from cache. Caching them meant a report kept showing a stale response after its
* underlying GL mapping changed — the request was answered from cachedData and the backend was
* never hit again. Matched as a substring of the request URL.
*/
private static readonly NEVER_CACHE = [
'/rbireservereturn',
'/rbireserveconfig',
'/tdsconfig',
'/tds/deposit-interest',
// Declarations and challans are entered on the very screens that read them back.
'/tds/declarations',
'/tds/challans',
'/tds/deducted',
'/savingsinterestpostingreports',
// Cash in vaults and drawers changes with every transaction; a cached teller list or position
// kept showing a branch's old tellers and figures at day close.
'/tellers',
'/cashreports',
'/cashreconciliation',
'/cashsettlement',
'/cashtransfer',
'/branchday',
// A deposit's lien moves with every repayment of the loan it secures, and decides whether the
// deposit may be closed at all - a stale copy would show a released lien as still blocking.
'/liens',
// The RD Dashboard counts late installments as of today; a cached copy would hide a payment just taken.
'/recurringdepositaccounts/dashboard'
];
private isCacheable(url: string): boolean {
return !CacheInterceptor.NEVER_CACHE.some((fragment) => url.includes(fragment));
}
// eslint-disable-next-line @angular-eslint/prefer-inject // eslint-disable-next-line @angular-eslint/prefer-inject
constructor(private httpCacheService: HttpCacheService) {} constructor(private httpCacheService: HttpCacheService) {}
@@ -77,7 +42,7 @@ export class CacheInterceptor implements HttpInterceptor {
} }
intercept(request: HttpRequest<any>, next: HttpHandler): Observable<HttpEvent<any>> { intercept(request: HttpRequest<any>, next: HttpHandler): Observable<HttpEvent<any>> {
if (request.method !== 'GET' || !this.isCacheable(request.urlWithParams)) { if (request.method !== 'GET') {
return next.handle(request); return next.handle(request);
} }
+5 -27
View File
@@ -67,18 +67,12 @@ export class ErrorHandlerInterceptor implements HttpInterceptor {
// endpoint isn't available on a given backend deployment, the client-general-step // endpoint isn't available on a given backend deployment, the client-general-step
// component already falls back to riskRules = [] silently; no toast needed here either. // component already falls back to riskRules = [] silently; no toast needed here either.
const isKycRiskRulesRequest = request.url.includes('/kyc/risk-rules'); const isKycRiskRulesRequest = request.url.includes('/kyc/risk-rules');
// A document's own file can be missing from the content store (a database copied between
// environments without its file store is the usual cause) even though its m_document row
// survives — the backend reports that as a 404, same as a client with no photo, and every
// caller that fetches a signature/attachment image already recovers with its own catchError.
const isDocumentAttachmentRequest = request.url.match(/\/documents\/\d+\/attachment$/);
const isSilentRequest = const isSilentRequest =
isClientImageRequest || isClientImageRequest ||
isClientKycRequest || isClientKycRequest ||
isDirectorRequest || isDirectorRequest ||
isClientPendingEditRequest || isClientPendingEditRequest ||
isKycRiskRulesRequest || isKycRiskRulesRequest;
isDocumentAttachmentRequest;
// Explicit per-request opt-out (e.g. per-row enrichment fetches on a list page whose // Explicit per-request opt-out (e.g. per-row enrichment fetches on a list page whose
// component already recovers via its own catchError) — silenced for every status, since // component already recovers via its own catchError) — silenced for every status, since
@@ -99,8 +93,8 @@ export class ErrorHandlerInterceptor implements HttpInterceptor {
throw response; throw response;
} }
// Resolved once and emitted in one place below — see the severity decision there for which of // Resolved once and emitted in one place below, so every failure here is consistently tagged
// these surfaces as a centred modal versus a corner toast. // as an error and therefore surfaces as a centred modal rather than a corner toast.
let alert: { type: string; message: string } | null = null; let alert: { type: string; message: string } | null = null;
if (status === 401 || (environment.oauth.enabled && status === 400)) { if (status === 401 || (environment.oauth.enabled && status === 400)) {
alert = { type: 'Authentication Error', message: 'Invalid User Details. Please try again!' }; alert = { type: 'Authentication Error', message: 'Invalid User Details. Please try again!' };
@@ -125,13 +119,7 @@ export class ErrorHandlerInterceptor implements HttpInterceptor {
message: errorMessage || 'This action is not allowed in the current state.' message: errorMessage || 'This action is not allowed in the current state.'
}; };
} else if (status === 500) { } else if (status === 500) {
// errorMessage carries the backend's actual explanation (defaultUserMessage/developerMessage) alert = { type: 'Internal Server Error', message: 'Internal Server Error. Please try again later.' };
// when one is present; the generic sentence is only a last resort for a response with no body
// at all (a proxy timeout, a stack trace the server never wrapped into JSON).
alert = {
type: 'Internal Server Error',
message: errorMessage || 'Internal Server Error. Please try again later.'
};
} else if (status === 501) { } else if (status === 501) {
alert = { alert = {
type: this.translate.instant('error.resource.notImplemented.type'), type: this.translate.instant('error.resource.notImplemented.type'),
@@ -145,17 +133,7 @@ export class ErrorHandlerInterceptor implements HttpInterceptor {
} }
if (alert) { if (alert) {
// A GET is the page reading data it did not ask the user for, in the background — a photo, this.alertService.alert({ ...alert, severity: 'error' });
// an attachment, a notes list, a standing-instructions panel. Every one of those already has
// its own catchError fallback at the call site (see transaction-entry.component.ts and
// similar account-overview loaders), so the page keeps working regardless. Blocking the whole
// screen on a dialog the user has to click "OK" on, for data that was never more than a
// secondary panel, is the "irritate na ho" complaint this guards against — it goes to the
// corner toast instead, same place a non-error alert already goes. A write (POST/PUT/PATCH/
// DELETE) is different: that is the one action the user was waiting on, so its failure still
// needs the centred, must-acknowledge dialog.
const isBackgroundRead = request.method === 'GET' && (status === 500 || status === 501 || status === 503);
this.alertService.alert({ ...alert, severity: isBackgroundRead ? undefined : 'error' });
} }
throw response; throw response;
+125 -263
View File
@@ -65,14 +65,6 @@
<span class="cashier-nav__esc-hint" (click)="onEscapeKey()"> <kbd>ESC</kbd> Show Header </span> <span class="cashier-nav__esc-hint" (click)="onEscapeKey()"> <kbd>ESC</kbd> Show Header </span>
</nav> </nav>
} }
<!-- FD Dashboard fullscreen — ESC hint bar -->
@else if (currentUrl.includes('/fd-dashboard')) {
<nav class="cashier-nav cashier-nav--election">
<span class="cashier-nav__esc-hint" (click)="onEscapeKey()">
<kbd>ESC</kbd> Exit Fullscreen (Show Header &amp; Footer)
</span>
</nav>
}
<!-- Clerk Dashboard fullscreen nav — only visible at /clerk/* --> <!-- Clerk Dashboard fullscreen nav — only visible at /clerk/* -->
@else if (currentUrl.includes('/clerk/')) { @else if (currentUrl.includes('/clerk/')) {
<nav class="cashier-nav cashier-nav--clerk"> <nav class="cashier-nav cashier-nav--clerk">
@@ -131,14 +123,6 @@
</svg> </svg>
My Closure Requests My Closure Requests
</a> </a>
<a
class="cashier-nav__item cashier-nav__item--sec"
[class.cashier-nav__item--active]="currentUrl.includes('/clerk/voucher-correction')"
[routerLink]="['/clerk/voucher-correction']"
>
<fa-icon icon="undo"></fa-icon>
Voucher Correction
</a>
@if (clerkAccountLoaded) { @if (clerkAccountLoaded) {
<div class="cashier-nav__item-wrap"> <div class="cashier-nav__item-wrap">
<a <a
@@ -264,6 +248,13 @@
> >
<fa-icon icon="exchange"></fa-icon> Cash Exchange <fa-icon icon="exchange"></fa-icon> Cash Exchange
</a> </a>
<a
class="cashier-nav__item"
[routerLink]="['/cashier/exchange-detail']"
routerLinkActive="cashier-nav__item--active"
>
<fa-icon icon="globe"></fa-icon> Exchange Detail
</a>
<a <a
class="cashier-nav__item" class="cashier-nav__item"
[routerLink]="['/cashier/inter-cashier']" [routerLink]="['/cashier/inter-cashier']"
@@ -271,6 +262,13 @@
> >
<fa-icon icon="exchange-alt"></fa-icon> Inter-Cashier <fa-icon icon="exchange-alt"></fa-icon> Inter-Cashier
</a> </a>
<a
class="cashier-nav__item"
[routerLink]="['/cashier/excess-report']"
routerLinkActive="cashier-nav__item--active"
>
<fa-icon icon="exclamation-circle"></fa-icon> Excess Report
</a>
<a <a
class="cashier-nav__item" class="cashier-nav__item"
[routerLink]="['/cashier/cashier-position']" [routerLink]="['/cashier/cashier-position']"
@@ -278,13 +276,6 @@
> >
<fa-icon icon="wallet"></fa-icon> Position <fa-icon icon="wallet"></fa-icon> Position
</a> </a>
<a
class="cashier-nav__item"
[routerLink]="['/cashier/reconciliation']"
routerLinkActive="cashier-nav__item--active"
>
<fa-icon icon="balance-scale"></fa-icon> Reconciliation
</a>
<a <a
class="cashier-nav__item" class="cashier-nav__item"
[routerLink]="['/cashier/cash-history']" [routerLink]="['/cashier/cash-history']"
@@ -295,13 +286,6 @@
<a class="cashier-nav__item" [routerLink]="['/cashier/my-work']" routerLinkActive="cashier-nav__item--active"> <a class="cashier-nav__item" [routerLink]="['/cashier/my-work']" routerLinkActive="cashier-nav__item--active">
<fa-icon icon="user-check"></fa-icon> My Vouchers <fa-icon icon="user-check"></fa-icon> My Vouchers
</a> </a>
<a
class="cashier-nav__item"
[routerLink]="['/cashier/voucher-correction']"
routerLinkActive="cashier-nav__item--active"
>
<fa-icon icon="undo"></fa-icon> Voucher Correction
</a>
<a <a
class="cashier-nav__item" class="cashier-nav__item"
[routerLink]="['/cashier/received-report']" [routerLink]="['/cashier/received-report']"
@@ -316,6 +300,13 @@
> >
<fa-icon icon="list"></fa-icon> Payment <fa-icon icon="list"></fa-icon> Payment
</a> </a>
<a
class="cashier-nav__item"
[routerLink]="['/cashier/closing-report']"
routerLinkActive="cashier-nav__item--active"
>
<fa-icon icon="file-alt"></fa-icon> Closing Report
</a>
</nav> </nav>
} }
} }
@@ -504,8 +495,7 @@
[matMenuTriggerFor]="loanOriginationMenu" [matMenuTriggerFor]="loanOriginationMenu"
*mifosxHasPermission="'MENU_LOAN_ORIGINATION'" *mifosxHasPermission="'MENU_LOAN_ORIGINATION'"
> >
<fa-icon icon="clipboard-check" class="ni-ico"></fa-icon><span class="ni-full">Loan Origination</span <fa-icon icon="clipboard-check" class="ni-ico"></fa-icon>Loan Origination
><span class="ni-short">Loans</span>
<fa-icon icon="caret-down" class="ni-caret"></fa-icon> <fa-icon icon="caret-down" class="ni-caret"></fa-icon>
</a> </a>
<a <a
@@ -514,8 +504,7 @@
(click)="glMenuOpen = !glMenuOpen; subLedgerOpen = false" (click)="glMenuOpen = !glMenuOpen; subLedgerOpen = false"
*mifosxHasPermission="'MENU_GENERAL_LEDGER'" *mifosxHasPermission="'MENU_GENERAL_LEDGER'"
> >
<fa-icon icon="book-open" class="ni-ico"></fa-icon><span class="ni-full">General Ledger</span <fa-icon icon="book-open" class="ni-ico"></fa-icon>General Ledger
><span class="ni-short">GL</span>
<fa-icon [icon]="glMenuOpen ? 'caret-up' : 'caret-down'" class="ni-caret"></fa-icon> <fa-icon [icon]="glMenuOpen ? 'caret-up' : 'caret-down'" class="ni-caret"></fa-icon>
</a> </a>
<a <a
@@ -524,8 +513,7 @@
(click)="subLedgerOpen = !subLedgerOpen; glMenuOpen = false" (click)="subLedgerOpen = !subLedgerOpen; glMenuOpen = false"
*mifosxHasPermission="'MENU_SUB_LEDGER'" *mifosxHasPermission="'MENU_SUB_LEDGER'"
> >
<fa-icon icon="book" class="ni-ico"></fa-icon><span class="ni-full">Sub Ledger</span <fa-icon icon="book" class="ni-ico"></fa-icon>Sub Ledger
><span class="ni-short">Sub GL</span>
<fa-icon [icon]="subLedgerOpen ? 'caret-up' : 'caret-down'" class="ni-caret"></fa-icon> <fa-icon [icon]="subLedgerOpen ? 'caret-up' : 'caret-down'" class="ni-caret"></fa-icon>
</a> </a>
</div> </div>
@@ -587,16 +575,14 @@
[matMenuTriggerFor]="reconciliationMenu" [matMenuTriggerFor]="reconciliationMenu"
*mifosxHasPermission="'MENU_CONFIG_WIZARD'" *mifosxHasPermission="'MENU_CONFIG_WIZARD'"
> >
<fa-icon icon="sync-alt" class="ni-ico"></fa-icon><span class="ni-full">Reconciliation</span <fa-icon icon="sync-alt" class="ni-ico"></fa-icon>Reconciliation
><span class="ni-short">Recon</span>
<fa-icon icon="caret-down" class="ni-caret"></fa-icon> <fa-icon icon="caret-down" class="ni-caret"></fa-icon>
</a> </a>
<a class="ni" tabindex="0" routerLink="/chequebook" *mifosxHasPermission="'MENU_CHEQUEBOOK'"> <a class="ni" tabindex="0" routerLink="/chequebook" *mifosxHasPermission="'MENU_CHEQUEBOOK'">
<fa-icon icon="book" class="ni-ico"></fa-icon>Cheque Book <fa-icon icon="book" class="ni-ico"></fa-icon>Cheque Book
</a> </a>
<a class="ni" tabindex="0" [matMenuTriggerFor]="letterMgmtMenu" *mifosxHasPermission="'MENU_LETTER_MGMT'"> <a class="ni" tabindex="0" [matMenuTriggerFor]="letterMgmtMenu" *mifosxHasPermission="'MENU_LETTER_MGMT'">
<fa-icon icon="envelope" class="ni-ico"></fa-icon><span class="ni-full">Documents Hub</span <fa-icon icon="envelope" class="ni-ico"></fa-icon>Documents Hub
><span class="ni-short">Docs Hub</span>
<fa-icon icon="caret-down" class="ni-caret"></fa-icon> <fa-icon icon="caret-down" class="ni-caret"></fa-icon>
</a> </a>
</div> </div>
@@ -623,11 +609,7 @@
</button> </button>
</mat-menu> </mat-menu>
<mat-menu #reportsMenu="matMenu" class="reports-mega-panel" [overlapTrigger]="false"> <mat-menu #reportsMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
<div class="deposit-menu-grid reports-grid" (click)="$event.stopPropagation()">
<!-- Core Reports -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Core Reports</div>
<button mat-menu-item [routerLink]="['/branch-ops/account-register']" tabindex="0"> <button mat-menu-item [routerLink]="['/branch-ops/account-register']" tabindex="0">
<i class="fa fa-book menu-item-icon"></i> Account Register <i class="fa fa-book menu-item-icon"></i> Account Register
</button> </button>
@@ -649,37 +631,15 @@
<button mat-menu-item [routerLink]="['/reports', 'Accounting']" tabindex="0"> <button mat-menu-item [routerLink]="['/reports', 'Accounting']" tabindex="0">
<i class="fa fa-calculator menu-item-icon"></i> Accounting <i class="fa fa-calculator menu-item-icon"></i> Accounting
</button> </button>
</div> <mat-divider></mat-divider>
<!-- Listed here as well as under Branch Ops: an officer looking for the day's figures reaches
<!-- Operations & Interest --> for Reports, and the same screen answers both. -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Operations &amp; Interest</div>
<button mat-menu-item routerLink="/branch-ops/day-book" tabindex="0"> <button mat-menu-item routerLink="/branch-ops/day-book" tabindex="0">
<i class="fa fa-book menu-item-icon"></i> Day Book &amp; Officer Verification <i class="fa fa-book menu-item-icon"></i> Day Book &amp; Officer Verification
</button> </button>
<button mat-menu-item routerLink="/branch-ops/end-of-day" tabindex="0"> <button mat-menu-item routerLink="/branch-ops/end-of-day" tabindex="0">
<i class="fa fa-clipboard-check menu-item-icon"></i> End of the Day Report <i class="fa fa-clipboard-check menu-item-icon"></i> End of the Day Report
</button> </button>
<button mat-menu-item routerLink="/reports/savings-interest" tabindex="0">
<i class="fa fa-percentage menu-item-icon"></i> Savings Interest Posted
</button>
<button mat-menu-item routerLink="/reports/interest-posting" tabindex="0">
<i class="fa fa-clipboard-check menu-item-icon"></i> Interest Posting Reports
</button>
<button mat-menu-item routerLink="/reports/fd-interest-posting" tabindex="0">
<i class="fa fa-clipboard-check menu-item-icon"></i> FD Interest Posting Reports
</button>
<button mat-menu-item routerLink="/reports/interest-posting-summary" tabindex="0">
<i class="fa fa-table menu-item-icon"></i> Interest Posting Summary (Branch-wise)
</button>
<button mat-menu-item routerLink="/reports/tds-interest" tabindex="0">
<i class="fa fa-percent menu-item-icon"></i> Deposit Interest &amp; TDS
</button>
</div>
<!-- Compliance & Registers -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Compliance &amp; Registers</div>
<button mat-menu-item routerLink="/reports/form-97-98" tabindex="0"> <button mat-menu-item routerLink="/reports/form-97-98" tabindex="0">
<i class="fa fa-file-invoice menu-item-icon"></i> Form 97/98 Transaction Report <i class="fa fa-file-invoice menu-item-icon"></i> Form 97/98 Transaction Report
</button> </button>
@@ -692,20 +652,28 @@
<button mat-menu-item routerLink="/reports/dormancy" tabindex="0"> <button mat-menu-item routerLink="/reports/dormancy" tabindex="0">
<i class="fa fa-hourglass-half menu-item-icon"></i> Inactive, Dormant &amp; DEAF <i class="fa fa-hourglass-half menu-item-icon"></i> Inactive, Dormant &amp; DEAF
</button> </button>
<button mat-menu-item routerLink="/reports/savings-interest" tabindex="0">
<i class="fa fa-percentage menu-item-icon"></i> Savings Interest Posted
</button>
<!--
The Principal Officer clears flagged UNSC screenings here. It is not a runnable report,
so it never shows up under the report categories above and had no nav entry at all.
-->
<button mat-menu-item routerLink="/reports/sanctions-logs" tabindex="0"> <button mat-menu-item routerLink="/reports/sanctions-logs" tabindex="0">
<i class="fa fa-shield-alt menu-item-icon"></i> Sanctions Screening &amp; Alerts <i class="fa fa-shield-alt menu-item-icon"></i> Sanctions Screening &amp; Alerts
</button> </button>
<button mat-menu-item routerLink="/reports/dip-lookups" tabindex="0"> <button mat-menu-item routerLink="/reports/dip-lookups" tabindex="0">
<i class="fa fa-satellite-dish menu-item-icon"></i> DIP / MNRL Mobile Lookups <i class="fa fa-satellite-dish menu-item-icon"></i> DIP / MNRL Mobile Lookups
</button> </button>
<button mat-menu-item routerLink="/reports/tds-interest" tabindex="0">
<i class="fa fa-percent menu-item-icon"></i> Deposit Interest &amp; TDS
</button>
<button mat-menu-item routerLink="/reports/tds-remittance" tabindex="0"> <button mat-menu-item routerLink="/reports/tds-remittance" tabindex="0">
<i class="fa fa-landmark menu-item-icon"></i> TDS Remitted to Government <i class="fa fa-landmark menu-item-icon"></i> TDS Remitted to Government
</button> </button>
<button mat-menu-item routerLink="/reports/bor" tabindex="0"> <button mat-menu-item routerLink="/reports/bor" tabindex="0">
<i class="fa fa-gavel menu-item-icon"></i> BOR Register &mdash; Share Capital <i class="fa fa-gavel menu-item-icon"></i> BOR Register &mdash; Share Capital
</button> </button>
</div>
</div>
</mat-menu> </mat-menu>
<!-- Admin Mega Menu — 3-column rectangular panel grouping Setup, <!-- Admin Mega Menu — 3-column rectangular panel grouping Setup,
@@ -1082,10 +1050,7 @@
<!-- Sub Menu Dropdowns --> <!-- Sub Menu Dropdowns -->
<!-- Branch-level operations. Starts with the day register; other branch-wide controls belong <!-- Branch-level operations. Starts with the day register; other branch-wide controls belong
here rather than under Cashier, which is one role's workspace. --> here rather than under Cashier, which is one role's workspace. -->
<mat-menu #branchOpsMenu="matMenu" class="branch-ops-mega-panel" [overlapTrigger]="false"> <mat-menu #branchOpsMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
<div class="deposit-menu-grid branch-ops-grid" (click)="$event.stopPropagation()">
<div class="deposit-menu-group">
<div class="deposit-group-title">Day Operations</div>
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/day-register']"> <button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/day-register']">
<fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> Day Open / Day Close <fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> Day Open / Day Close
</button> </button>
@@ -1095,31 +1060,32 @@
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/vault-position']"> <button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/vault-position']">
<fa-icon icon="lock" class="menu-item-icon"></fa-icon> Vault Position <fa-icon icon="lock" class="menu-item-icon"></fa-icon> Vault Position
</button> </button>
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/branch-position']"> <!-- The day book carries the Officer Verification Sheet — each person's credit, debit and net
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> Branch Cash Position for the day. It was reachable only from the Clerk and Cashier menus, which is the one
</button> place a principal officer signing the day off does not look. -->
</div>
<div class="deposit-menu-group">
<div class="deposit-group-title">Verification &amp; Reports</div>
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/day-book']"> <button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/day-book']">
<fa-icon icon="book" class="menu-item-icon"></fa-icon> Day Book &amp; Verification <fa-icon icon="book" class="menu-item-icon"></fa-icon> Day Book &amp; Verification
</button> </button>
<!-- The signed sheet, as against the day book's working list: the day's modes, the drawer
against the books, and what is still open. This is what goes in the file. -->
<button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/end-of-day']"> <button mat-menu-item tabindex="0" [routerLink]="['/branch-ops/end-of-day']">
<fa-icon icon="clipboard-check" class="menu-item-icon"></fa-icon> End of the Day Report <fa-icon icon="clipboard-check" class="menu-item-icon"></fa-icon> End of the Day Report
</button> </button>
</div>
</div>
</mat-menu> </mat-menu>
<!-- Clerk Desk --> <!-- Clerk was a bare link straight into the fullscreen dashboard, which left the clerk's other
<mat-menu #clerkMenu="matMenu" class="clerk-mega-panel" [overlapTrigger]="false"> screens reachable only from inside that fullscreen nav. Anything a clerk needs from the
<div class="deposit-menu-grid clerk-grid" (click)="$event.stopPropagation()"> normal shell — an open voucher exception above all — belongs here. -->
<!-- Clerk Desk --> <mat-menu #clerkMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
<div class="deposit-menu-group">
<div class="deposit-group-title">Clerk Desk</div>
<button mat-menu-item tabindex="0" routerLink="/clerk/dashboard" (click)="hideShellLayout = true"> <button mat-menu-item tabindex="0" routerLink="/clerk/dashboard" (click)="hideShellLayout = true">
<fa-icon icon="id-card" class="menu-item-icon"></fa-icon> Clerk Dashboard <fa-icon icon="id-card" class="menu-item-icon"></fa-icon> Clerk Dashboard
</button> </button>
<!-- The clerk reads the day as a sheet to sign off, not as a working list of vouchers: the
day's summary, the counter counted against the books, and what is still open. The day
book's own row-by-row view stays reachable from Branch Ops and from the Cashier menu. -->
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/end-of-day']">
<fa-icon icon="clipboard-check" class="menu-item-icon"></fa-icon> End of the Day Report
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/withdrawal-requests']"> <button mat-menu-item tabindex="0" [routerLink]="['/clerk/withdrawal-requests']">
<fa-icon icon="money-bill-wave" class="menu-item-icon"></fa-icon> My Withdrawal Requests <fa-icon icon="money-bill-wave" class="menu-item-icon"></fa-icon> My Withdrawal Requests
</button> </button>
@@ -1129,96 +1095,76 @@
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/dividend-dashboard']"> <button mat-menu-item tabindex="0" [routerLink]="['/clerk/dividend-dashboard']">
<fa-icon icon="chart-pie" class="menu-item-icon"></fa-icon> Dividend Dashboard <fa-icon icon="chart-pie" class="menu-item-icon"></fa-icon> Dividend Dashboard
</button> </button>
</div>
<!-- Vouchers -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Vouchers</div>
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/my-work']"> <button mat-menu-item tabindex="0" [routerLink]="['/clerk/my-work']">
<fa-icon icon="user-check" class="menu-item-icon"></fa-icon> My Vouchers <fa-icon icon="user-check" class="menu-item-icon"></fa-icon> My Vouchers
</button> </button>
<!-- Sits under My Vouchers because it answers the same question for the one worker who has no
own list: the system. A nightly run belongs to nobody, so it appears on no person's page. -->
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/system-vouchers']"> <button mat-menu-item tabindex="0" [routerLink]="['/clerk/system-vouchers']">
<fa-icon icon="robot" class="menu-item-icon"></fa-icon> System Vouchers <fa-icon icon="robot" class="menu-item-icon"></fa-icon> System Vouchers
</button> </button>
<!-- A clerk supervises the counter, so they need to see what each cashier is holding and what
went through their drawer. Both screens already return every cashier for a non-cashier
caller (CashierRoleHelper scopes only a cashier to themselves) — they were simply not
reachable from this menu. -->
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cashier-position']">
<fa-icon icon="wallet" class="menu-item-icon"></fa-icon> Cashier Position
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/closing-report']">
<fa-icon icon="file-invoice" class="menu-item-icon"></fa-icon> Closing Cash Report
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/received-report']"> <button mat-menu-item tabindex="0" [routerLink]="['/clerk/received-report']">
<fa-icon icon="receipt" class="menu-item-icon"></fa-icon> Received Vouchers <fa-icon icon="receipt" class="menu-item-icon"></fa-icon> Received Vouchers
</button> </button>
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/payment-report']"> <button mat-menu-item tabindex="0" [routerLink]="['/clerk/payment-report']">
<fa-icon icon="receipt" class="menu-item-icon"></fa-icon> Payment Vouchers <fa-icon icon="receipt" class="menu-item-icon"></fa-icon> Payment Vouchers
</button> </button>
</div>
<!-- Counter & Reports -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Counter &amp; Reports</div>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cashier-position']">
<fa-icon icon="wallet" class="menu-item-icon"></fa-icon> Cashier Position
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/closing-report']">
<fa-icon icon="file-invoice" class="menu-item-icon"></fa-icon> Closing Cash Report
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/clerk/end-of-day']">
<fa-icon icon="clipboard-check" class="menu-item-icon"></fa-icon> End of the Day Report
</button>
</div>
</div>
</mat-menu> </mat-menu>
<!-- Cashier Desk --> <mat-menu #cashierMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
<mat-menu #cashierMenu="matMenu" class="cashier-mega-panel" [overlapTrigger]="false"> <button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-exchange']">
<div class="deposit-menu-grid cashier-grid" (click)="$event.stopPropagation()"> <fa-icon icon="exchange" class="menu-item-icon"></fa-icon> Cash Exchange Entry
<!-- Cash Entries & Exchange -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Cash &amp; Counter</div>
<!-- Cash Exchange, Currency Exchange Detail, Inter-Cashier Transfer and Reconciliation are not
here: they move or count notes in one cashier's own drawer, so only the cashier who is logged
in does them, from the cashier screen. -->
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/transaction-entry']">
<fa-icon icon="keyboard" class="menu-item-icon"></fa-icon> Transaction Entry
</button> </button>
<button mat-menu-item tabindex="0" [routerLink]="['/system/denomination-master']"> <button mat-menu-item tabindex="0" [routerLink]="['/system/denomination-master']">
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> Cash Denomination <fa-icon icon="coins" class="menu-item-icon"></fa-icon> Cash Denomination
</button> </button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/voucher-correction']">
<fa-icon icon="undo" class="menu-item-icon"></fa-icon> Voucher Correction
</button>
</div>
<!-- Transfers & Settlement -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Transfers &amp; Settlement</div>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-transfer']">
<fa-icon icon="random" class="menu-item-icon"></fa-icon> Cash Transfer
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-settlement']">
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Cash Settlement
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cashier-position']">
<fa-icon icon="wallet" class="menu-item-icon"></fa-icon> Cashier Position
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/day-book']">
<fa-icon icon="book" class="menu-item-icon"></fa-icon> Day Book
</button>
</div>
<!-- Reports & Audit -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Reports &amp; Audit</div>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/closing-report']"> <button mat-menu-item tabindex="0" [routerLink]="['/cashier/closing-report']">
<fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> Closing Cash Report <fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> Closing Cash Report
</button> </button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/exchange-detail']">
<fa-icon icon="globe" class="menu-item-icon"></fa-icon> Currency Exchange Detail
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-transfer']">
<fa-icon icon="random" class="menu-item-icon"></fa-icon> Cash Transfer
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/excess-report']"> <button mat-menu-item tabindex="0" [routerLink]="['/cashier/excess-report']">
<fa-icon icon="exclamation-circle" class="menu-item-icon"></fa-icon> Excess Transaction Report <fa-icon icon="exclamation-circle" class="menu-item-icon"></fa-icon> Excess Transaction Report
</button> </button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-settlement']">
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Cash Settlement
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/inter-cashier']">
<fa-icon icon="exchange-alt" class="menu-item-icon"></fa-icon> Inter-Cashier Transfer
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cashier-position']">
<fa-icon icon="wallet" class="menu-item-icon"></fa-icon> Cashier Position
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/reconciliation']">
<fa-icon icon="balance-scale" class="menu-item-icon"></fa-icon> Reconciliation
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-history']"> <button mat-menu-item tabindex="0" [routerLink]="['/cashier/cash-history']">
<fa-icon icon="history" class="menu-item-icon"></fa-icon> Cash History <fa-icon icon="history" class="menu-item-icon"></fa-icon> Cash History
</button> </button>
</div> <button mat-menu-item tabindex="0" [routerLink]="['/cashier/day-book']">
</div> <fa-icon icon="book" class="menu-item-icon"></fa-icon> Day Book
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/cashier/transaction-entry']">
<fa-icon icon="keyboard" class="menu-item-icon"></fa-icon> Transaction Entry
</button>
</mat-menu> </mat-menu>
<mat-menu #depositsMenu="matMenu" class="deposits-mega-panel" [overlapTrigger]="false"> <mat-menu #depositsMenu="matMenu" class="deposits-mega-panel" [overlapTrigger]="false">
<div class="deposit-menu-grid deposits-grid" (click)="$event.stopPropagation()"> <div class="deposit-menu-grid" (click)="$event.stopPropagation()">
<div class="deposit-menu-group"> <div class="deposit-menu-group">
<div class="deposit-group-title">Accounts</div> <div class="deposit-group-title">Accounts</div>
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/savings']"> <button mat-menu-item tabindex="0" [routerLink]="['/accounts/savings']">
@@ -1284,11 +1230,8 @@
<button mat-menu-item tabindex="0"> <button mat-menu-item tabindex="0">
<fa-icon icon="clock" class="menu-item-icon"></fa-icon> Account Expiry <fa-icon icon="clock" class="menu-item-icon"></fa-icon> Account Expiry
</button> </button>
<button mat-menu-item tabindex="0" [routerLink]="['/fd-dashboard']"> <button mat-menu-item tabindex="0">
<fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> FD Dashboard <fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> FD Maturity Report
</button>
<button mat-menu-item tabindex="0" [routerLink]="['/rd-dashboard']">
<fa-icon icon="piggy-bank" class="menu-item-icon"></fa-icon> RD Dashboard
</button> </button>
<button mat-menu-item tabindex="0"> <button mat-menu-item tabindex="0">
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> FD Interest Report <fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> FD Interest Report
@@ -1306,11 +1249,7 @@
</div> </div>
</mat-menu> </mat-menu>
<mat-menu #clearingMenu="matMenu" class="clearing-mega-panel" [overlapTrigger]="false"> <mat-menu #clearingMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
<div class="deposit-menu-grid clearing-grid" (click)="$event.stopPropagation()">
<!-- CTS Clearing -->
<div class="deposit-menu-group">
<div class="deposit-group-title">CTS Clearing</div>
<button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/inward']"> <button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/inward']">
<fa-icon icon="arrow-left" class="menu-item-icon"></fa-icon> Inward Clearing (CTS) <fa-icon icon="arrow-left" class="menu-item-icon"></fa-icon> Inward Clearing (CTS)
</button> </button>
@@ -1320,40 +1259,24 @@
<button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/positive-pay']"> <button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/positive-pay']">
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Positive Pay (PPS) <fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Positive Pay (PPS)
</button> </button>
</div>
<!-- Settlement & Recon -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Settlement &amp; Recon</div>
<button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/settlement']"> <button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/settlement']">
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Settlement <fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Settlement
</button> </button>
<button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/reconciliation']"> <button mat-menu-item tabindex="0" [routerLink]="['/ctsclearing/reconciliation']">
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Reconciliation <fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Reconciliation
</button> </button>
<button mat-menu-item [routerLink]="['/sponsor-dd/inventory']" tabindex="0">
<fa-icon icon="receipt" class="menu-item-icon"></fa-icon> Sponsor DD Inventory
</button>
</div>
<!-- NACH & Other -->
<div class="deposit-menu-group">
<div class="deposit-group-title">NACH &amp; Direct</div>
<button mat-menu-item tabindex="0" [routerLink]="['/nachclearing']"> <button mat-menu-item tabindex="0" [routerLink]="['/nachclearing']">
<fa-icon icon="money-check" class="menu-item-icon"></fa-icon> NACH Clearing <fa-icon icon="money-check" class="menu-item-icon"></fa-icon> NACH Clearing
</button> </button>
<button mat-menu-item tabindex="0"> <button mat-menu-item tabindex="0"><fa-icon icon="arrow-right" class="menu-item-icon"></fa-icon> Outward</button>
<fa-icon icon="arrow-right" class="menu-item-icon"></fa-icon> Outward <button mat-menu-item tabindex="0"><fa-icon icon="arrow-left" class="menu-item-icon"></fa-icon> Inward</button>
<button mat-menu-item [routerLink]="['/sponsor-dd/inventory']" tabindex="0">
<fa-icon icon="receipt" class="menu-item-icon"></fa-icon> Sponsor DD Inventory
</button> </button>
<button mat-menu-item tabindex="0">
<fa-icon icon="arrow-left" class="menu-item-icon"></fa-icon> Inward
</button>
</div>
</div>
</mat-menu> </mat-menu>
<mat-menu #hrmMenu="matMenu" class="hrm-mega-panel" [overlapTrigger]="false"> <mat-menu #hrmMenu="matMenu" class="hrm-mega-panel" [overlapTrigger]="false">
<div class="deposit-menu-grid hrm-grid" (click)="$event.stopPropagation()"> <div class="deposit-menu-grid" (click)="$event.stopPropagation()">
<!-- Payroll --> <!-- Payroll -->
<div class="deposit-menu-group"> <div class="deposit-menu-group">
<div class="deposit-group-title">Payroll</div> <div class="deposit-group-title">Payroll</div>
@@ -1662,22 +1585,10 @@
</div> </div>
</mat-menu> </mat-menu>
<mat-menu #ckycMenu="matMenu" class="ckyc-mega-panel" [overlapTrigger]="false"> <mat-menu #ckycMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
<div class="deposit-menu-grid ckyc-grid" (click)="$event.stopPropagation()">
<!-- KYC Operations -->
<div class="deposit-menu-group">
<div class="deposit-group-title">KYC Operations</div>
<button mat-menu-item routerLink="/ckyc" tabindex="0"> <button mat-menu-item routerLink="/ckyc" tabindex="0">
<fa-icon icon="id-card" class="menu-item-icon"></fa-icon> CKYC Management <fa-icon icon="id-card" class="menu-item-icon"></fa-icon> CKYC Management
</button> </button>
<button mat-menu-item tabindex="0">
<fa-icon icon="database" class="menu-item-icon" style="color: #be185d"></fa-icon> Dump KYC &amp; Loan Data
</button>
</div>
<!-- Reports & Screening -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Reports &amp; Screening</div>
<button mat-menu-item tabindex="0" (click)="openCkycReportsDialog('REKYC')"> <button mat-menu-item tabindex="0" (click)="openCkycReportsDialog('REKYC')">
<fa-icon icon="sync-alt" class="menu-item-icon" style="color: #be185d"></fa-icon> Re-KYC Report <fa-icon icon="sync-alt" class="menu-item-icon" style="color: #be185d"></fa-icon> Re-KYC Report
</button> </button>
@@ -1687,8 +1598,10 @@
<button mat-menu-item tabindex="0" (click)="openCkycReportsDialog('CERSAI')"> <button mat-menu-item tabindex="0" (click)="openCkycReportsDialog('CERSAI')">
<fa-icon icon="shield-alt" class="menu-item-icon" style="color: #be185d"></fa-icon> CERSAI Report <fa-icon icon="shield-alt" class="menu-item-icon" style="color: #be185d"></fa-icon> CERSAI Report
</button> </button>
</div> <mat-divider></mat-divider>
</div> <button mat-menu-item tabindex="0">
<fa-icon icon="database" class="menu-item-icon" style="color: #be185d"></fa-icon> Dump KYC &amp; Loan Data
</button>
</mat-menu> </mat-menu>
<!-- CFCFRMS — single landing page (CfcfrmsShell) hosts the full <!-- CFCFRMS — single landing page (CfcfrmsShell) hosts the full
@@ -1706,11 +1619,11 @@
</button> </button>
<button mat-menu-item tabindex="0" routerLink="/reconciliation/sundry-dr-cr"> <button mat-menu-item tabindex="0" routerLink="/reconciliation/sundry-dr-cr">
<fa-icon icon="random" class="menu-item-icon" style="color: #0d9488"></fa-icon> <fa-icon icon="random" class="menu-item-icon" style="color: #0d9488"></fa-icon>
Sundry Dr / Cr Sundry Dr / Cr Reconciliation
</button> </button>
<button mat-menu-item tabindex="0" routerLink="/reconciliation/pnl-impact"> <button mat-menu-item tabindex="0" routerLink="/reconciliation/pnl-impact">
<fa-icon icon="chart-line" class="menu-item-icon" style="color: #0d9488"></fa-icon> <fa-icon icon="chart-line" class="menu-item-icon" style="color: #0d9488"></fa-icon>
P&amp;L Impact P&amp;L Impact Reconciliation
</button> </button>
<button mat-menu-item tabindex="0" routerLink="/reconciliation/gl-reconciliation"> <button mat-menu-item tabindex="0" routerLink="/reconciliation/gl-reconciliation">
<fa-icon icon="book-open" class="menu-item-icon" style="color: #0d9488"></fa-icon> <fa-icon icon="book-open" class="menu-item-icon" style="color: #0d9488"></fa-icon>
@@ -1718,11 +1631,11 @@
</button> </button>
<button mat-menu-item tabindex="0" routerLink="/reconciliation/fixed-assets"> <button mat-menu-item tabindex="0" routerLink="/reconciliation/fixed-assets">
<fa-icon icon="cube" class="menu-item-icon" style="color: #0d9488"></fa-icon> <fa-icon icon="cube" class="menu-item-icon" style="color: #0d9488"></fa-icon>
Fixed Assets Fixed Assets Reconciliation
</button> </button>
<button mat-menu-item tabindex="0" routerLink="/reconciliation/inter-company"> <button mat-menu-item tabindex="0" routerLink="/reconciliation/inter-company">
<fa-icon icon="sitemap" class="menu-item-icon" style="color: #0d9488"></fa-icon> <fa-icon icon="sitemap" class="menu-item-icon" style="color: #0d9488"></fa-icon>
Inter-Company Inter-Company Reconciliation
</button> </button>
</div> </div>
@@ -1735,15 +1648,15 @@
</button> </button>
<button mat-menu-item tabindex="0" routerLink="/reconciliation/api-bank-reco"> <button mat-menu-item tabindex="0" routerLink="/reconciliation/api-bank-reco">
<fa-icon icon="code-branch" class="menu-item-icon" style="color: #0d9488"></fa-icon> <fa-icon icon="code-branch" class="menu-item-icon" style="color: #0d9488"></fa-icon>
API Bank Reco API Based Bank Reconciliation
</button> </button>
<button mat-menu-item tabindex="0" routerLink="/reconciliation/neft-rtgs"> <button mat-menu-item tabindex="0" routerLink="/reconciliation/neft-rtgs">
<fa-icon icon="exchange" class="menu-item-icon" style="color: #0d9488"></fa-icon> <fa-icon icon="exchange" class="menu-item-icon" style="color: #0d9488"></fa-icon>
NEFT / RTGS Reco NEFT / RTGS Reconciliation
</button> </button>
<button mat-menu-item tabindex="0" routerLink="/reconciliation/clearing-reco"> <button mat-menu-item tabindex="0" routerLink="/reconciliation/clearing-reco">
<fa-icon icon="hand-holding-usd" class="menu-item-icon" style="color: #0d9488"></fa-icon> <fa-icon icon="hand-holding-usd" class="menu-item-icon" style="color: #0d9488"></fa-icon>
Clearing Reco Clearing Reconciliation
</button> </button>
</div> </div>
@@ -1756,11 +1669,11 @@
</button> </button>
<button mat-menu-item tabindex="0" routerLink="/reconciliation/three-way-digital"> <button mat-menu-item tabindex="0" routerLink="/reconciliation/three-way-digital">
<fa-icon icon="project-diagram" class="menu-item-icon" style="color: #0d9488"></fa-icon> <fa-icon icon="project-diagram" class="menu-item-icon" style="color: #0d9488"></fa-icon>
Three-way Digital Three-way Digital Reconciliation
</button> </button>
<button mat-menu-item tabindex="0" routerLink="/reconciliation/nach-reco"> <button mat-menu-item tabindex="0" routerLink="/reconciliation/nach-reco">
<fa-icon icon="sync-alt" class="menu-item-icon" style="color: #0d9488"></fa-icon> <fa-icon icon="sync-alt" class="menu-item-icon" style="color: #0d9488"></fa-icon>
NACH Reco NACH Reconciliation
</button> </button>
</div> </div>
@@ -1769,11 +1682,11 @@
<div class="deposit-group-title">Instruments &amp; Members</div> <div class="deposit-group-title">Instruments &amp; Members</div>
<button mat-menu-item [routerLink]="['/sponsor-dd-reconciliation']" tabindex="0"> <button mat-menu-item [routerLink]="['/sponsor-dd-reconciliation']" tabindex="0">
<fa-icon icon="money-check-alt" class="menu-item-icon" style="color: #0d9488"></fa-icon> <fa-icon icon="money-check-alt" class="menu-item-icon" style="color: #0d9488"></fa-icon>
DD / Pay Order DD / Pay Order Reconciliation
</button> </button>
<button mat-menu-item tabindex="0" routerLink="/reconciliation/share-member"> <button mat-menu-item tabindex="0" routerLink="/reconciliation/share-member">
<fa-icon icon="coins" class="menu-item-icon" style="color: #0d9488"></fa-icon> <fa-icon icon="coins" class="menu-item-icon" style="color: #0d9488"></fa-icon>
Share Member Share Member Reconciliation
</button> </button>
</div> </div>
@@ -1949,11 +1862,7 @@
</div> </div>
</mat-menu> </mat-menu>
<mat-menu #insuranceMenu="matMenu" class="insurance-mega-panel" [overlapTrigger]="false"> <mat-menu #insuranceMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
<div class="deposit-menu-grid insurance-grid" (click)="$event.stopPropagation()">
<!-- Social & Policy Schemes -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Schemes &amp; Social</div>
<button mat-menu-item routerLink="/dicgc" tabindex="0"> <button mat-menu-item routerLink="/dicgc" tabindex="0">
<fa-icon icon="building" class="menu-item-icon" style="color: #c2410c"></fa-icon> DICGC <fa-icon icon="building" class="menu-item-icon" style="color: #c2410c"></fa-icon> DICGC
</button> </button>
@@ -1962,14 +1871,6 @@
<button mat-menu-item tabindex="0"> <button mat-menu-item tabindex="0">
<fa-icon icon="hand-holding-heart" class="menu-item-icon"></fa-icon> Indemnity <fa-icon icon="hand-holding-heart" class="menu-item-icon"></fa-icon> Indemnity
</button> </button>
</div>
<!-- Institutional & Loans -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Institutional &amp; Loans</div>
<button mat-menu-item tabindex="0">
<fa-icon icon="file-invoice" class="menu-item-icon"></fa-icon> Loan Insurance
</button>
<button mat-menu-item tabindex="0"> <button mat-menu-item tabindex="0">
<fa-icon icon="home" class="menu-item-icon"></fa-icon> Assets Insurance <fa-icon icon="home" class="menu-item-icon"></fa-icon> Assets Insurance
</button> </button>
@@ -1979,15 +1880,12 @@
<button mat-menu-item tabindex="0"> <button mat-menu-item tabindex="0">
<fa-icon icon="university" class="menu-item-icon"></fa-icon> Bank Insurance <fa-icon icon="university" class="menu-item-icon"></fa-icon> Bank Insurance
</button> </button>
</div> <button mat-menu-item tabindex="0">
</div> <fa-icon icon="file-invoice" class="menu-item-icon"></fa-icon> Loan Insurance
</button>
</mat-menu> </mat-menu>
<mat-menu #digitalMenu="matMenu" class="digital-mega-panel" [overlapTrigger]="false"> <mat-menu #digitalMenu="matMenu" [overlapTrigger]="false" class="nav-dropdown">
<div class="deposit-menu-grid digital-grid" (click)="$event.stopPropagation()">
<!-- Payment Systems -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Payments</div>
<button mat-menu-item routerLink="/digital/neft-rtgs-report" tabindex="0"> <button mat-menu-item routerLink="/digital/neft-rtgs-report" tabindex="0">
<fa-icon icon="exchange" class="menu-item-icon"></fa-icon> NEFT / RTGS <fa-icon icon="exchange" class="menu-item-icon"></fa-icon> NEFT / RTGS
</button> </button>
@@ -1997,11 +1895,6 @@
<button mat-menu-item routerLink="/digital/upi-report" tabindex="0"> <button mat-menu-item routerLink="/digital/upi-report" tabindex="0">
<fa-icon icon="mobile-alt" class="menu-item-icon"></fa-icon> UPI Reports <fa-icon icon="mobile-alt" class="menu-item-icon"></fa-icon> UPI Reports
</button> </button>
</div>
<!-- Cards & Mandates -->
<div class="deposit-menu-group">
<div class="deposit-group-title">Cards &amp; Mandates</div>
<button mat-menu-item routerLink="/digital/atm-pos-ecom" tabindex="0"> <button mat-menu-item routerLink="/digital/atm-pos-ecom" tabindex="0">
<fa-icon icon="credit-card" class="menu-item-icon"></fa-icon> ATM / POS / ECOM Reports <fa-icon icon="credit-card" class="menu-item-icon"></fa-icon> ATM / POS / ECOM Reports
</button> </button>
@@ -2009,8 +1902,6 @@
<button mat-menu-item tabindex="0"> <button mat-menu-item tabindex="0">
<fa-icon icon="file-signature" class="menu-item-icon"></fa-icon> Mandate <fa-icon icon="file-signature" class="menu-item-icon"></fa-icon> Mandate
</button> </button>
</div>
</div>
</mat-menu> </mat-menu>
<!-- RBI Mega Menu --> <!-- RBI Mega Menu -->
@@ -2201,35 +2092,6 @@
<fa-icon icon="users" class="gl-icon" style="color: #4f46e5"></fa-icon> Members &amp; Share Capital <fa-icon icon="users" class="gl-icon" style="color: #4f46e5"></fa-icon> Members &amp; Share Capital
</a> </a>
</div> </div>
<!-- Reserve Returns — CRR and SLR, computed live from the ledger. Grouped apart from the
OSS returns because they are filed on their own cycles: Form 1 twice a month, Form 9
at month end. -->
<div class="gl-group">
<div class="gl-group-title">Reserve Returns</div>
<!-- The statutory form is a tab on Form 1 rather than an entry of its own: two menu
items for one return had a filer guessing which one they were looking at. -->
<a
class="gl-link"
[class.hidden]="!matchesRbiSearch('Form 1 CRR Cash Reserve Ratio')"
routerLink="/rbi/form1"
(click)="rbiMenuOpen = false"
>
<fa-icon icon="percentage" class="gl-icon" style="color: #b45309"></fa-icon> Form 1 — CRR (fortnightly)
</a>
<!-- Form 9 (SLR) has no entry of its own. Section 24 is settled on the statutory Form 1,
at Part C, on the same liabilities Part B charges the cash reserve on — so the SLR
position is read there rather than on a second screen that computed it from a
differently drawn base and disagreed. -->
<a
class="gl-link"
[class.hidden]="!matchesRbiSearch('Form IX R408 Return on Assets and Liabilities balance sheet')"
routerLink="/rbi/form9-return"
(click)="rbiMenuOpen = false"
>
<fa-icon icon="percentage" class="gl-icon" style="color: #b45309"></fa-icon> Form IX — Assets &amp;
Liabilities (R408)
</a>
</div>
<!-- CIMS / XBRL Returns --> <!-- CIMS / XBRL Returns -->
<div class="gl-group"> <div class="gl-group">
<div class="gl-group-title">CIMS / XBRL Returns</div> <div class="gl-group-title">CIMS / XBRL Returns</div>
+123 -234
View File
@@ -244,44 +244,6 @@ $color: #e2e4ec;
} }
} }
/*
* The cashier's bar is meant to be one row at a normal window size: it carries about eleven items, and at
* the usual padding the last one wrapped onto a second row. The items are tightened so they fit, and spread
* across the row. As the window narrows they tighten further, then drop their icons, and only wrap in a very
* narrow window. The clerk's bar (cashier-nav--clerk) has its own dropdowns and is left as it was.
*/
.cashier-nav:not(.cashier-nav--clerk) {
flex-wrap: nowrap;
justify-content: space-between;
gap: 0;
padding: 4px 8px;
.cashier-nav__item {
flex: 0 0 auto;
gap: 4px;
padding: 5px 8px;
font-size: 11.5px;
}
@media (width <= 1240px) {
.cashier-nav__item {
padding: 5px 6px;
font-size: 11px;
}
}
@media (width <= 1120px) {
.cashier-nav__item fa-icon {
display: none;
}
}
@media (width <= 900px) {
flex-wrap: wrap;
justify-content: flex-start;
}
}
.sidenav { .sidenav {
overflow-x: hidden; overflow-x: hidden;
position: relative; position: relative;
@@ -304,7 +266,7 @@ $color: #e2e4ec;
max-width: 100%; max-width: 100%;
overflow-x: hidden; overflow-x: hidden;
box-sizing: border-box; box-sizing: border-box;
padding: 10px 18px; padding: 16px 28px;
} }
} }
@@ -320,15 +282,21 @@ $gray-700: #334155;
/* ============================================================ /* ============================================================
Main header (top 2-row navigation) Main header (top 2-row navigation)
-------------------------------------------------------------- --------------------------------------------------------------
Compact, modern enterprise SaaS navigation: Redesigned 2026 — clean, modern enterprise SaaS feel:
• Height reduced to 32px per row (64px total) to save screen space. • Both rows live on the same white surface separated only by a
• Smooth horizontal scrolling prevents menu items from getting cut off. hairline; r2 has a barely-there blue-50 wash so frequent vs
• Compact typography, icons and paddings fit all banking modules cleanly. secondary menus read at a glance without dark/light contrast.
• Items are now equal-width "tabs" with NO vertical dividers
between them (the old cell borders made it look spreadsheet-y).
• Hover / active = a 3 px brand-coloured TOP bar + brand text +
coloured icon. Reads instantly without colour-flooding the row.
• Icons larger (12.5 px) and full-opacity always — easier to scan
during demos. Caret is subtle and rotates on open.
============================================================ */ ============================================================ */
.main-header { .main-header {
background: #fff; background: #fff;
border-bottom: 2px solid $brand; border-bottom: 2.5px solid $brand;
box-shadow: 0 1px 3px rgb(0 0 0 / 6%); box-shadow: 0 1px 4px rgb(0 0 0 / 7%);
position: sticky; position: sticky;
/* Sit directly under the sticky toolbar (32px tall) so both stay visible. */ /* Sit directly under the sticky toolbar (32px tall) so both stay visible. */
@@ -338,19 +306,19 @@ $gray-700: #334155;
} }
.nav-row { .nav-row {
height: 32px; height: 44px;
display: flex; display: flex;
align-items: stretch; align-items: stretch;
overflow: auto visible; overflow: visible;
position: relative; position: relative;
/* Outer frame; vertical dividers between cells are drawn as `border-right`
on each `.ni` below. Switched away from the equal-column grid so each
cell can size to its own label — long names (General Ledger, Documents
Hub) no longer overflow and short ones (Approvals, HRM) no longer waste
space. */
border: 1px solid $gray-200; border: 1px solid $gray-200;
background: #fff; background: #fff;
scrollbar-width: none;
-ms-overflow-style: none;
&::-webkit-scrollbar {
display: none;
}
} }
.r2.nav-row { .r2.nav-row {
@@ -366,17 +334,25 @@ $gray-700: #334155;
background: #f8fafc; background: #f8fafc;
} }
// ===== Nav Item — compact modern tab style ===== // ===== Nav Item — modern tab style =====
// Typography spec — same family / size / weight / color for BOTH rows.
.ni { .ni {
position: relative; position: relative;
display: inline-flex; display: inline-flex;
align-items: center; align-items: center;
justify-content: center; justify-content: center;
gap: 2.5px; gap: 7px;
height: 100%; height: 100%;
/* Each cell sizes to its own label (min-width: max-content) and grows
to share any leftover row width. Short labels stay compact, long ones
get the room they need — no overlap, no wasted gap. */
flex: 1 0 auto; flex: 1 0 auto;
min-width: 0; min-width: max-content;
padding: 0 4px; padding: 0 14px;
/* Vertical divider between adjacent cells; outer frame is the row's
own border, and the last cell drops its right border below. */
border-right: 1px solid $gray-200; border-right: 1px solid $gray-200;
cursor: pointer; cursor: pointer;
white-space: nowrap; white-space: nowrap;
@@ -384,11 +360,11 @@ $gray-700: #334155;
'IBM Plex Sans', 'IBM Plex Sans',
-apple-system, -apple-system,
sans-serif; sans-serif;
font-size: 10px; font-size: 12px;
font-weight: 500; font-weight: 500;
color: #0a1a2e; color: #0a1a2e;
line-height: 1.2; line-height: 1.3;
letter-spacing: -0.015em; letter-spacing: 0.01em;
text-decoration: none; text-decoration: none;
user-select: none; user-select: none;
transition: transition:
@@ -397,15 +373,17 @@ $gray-700: #334155;
box-shadow 0.15s ease; box-shadow 0.15s ease;
border-radius: 0; border-radius: 0;
/* 3px accent strip that fills on hover / active (uses ::before so we
don't reflow the row when toggling). */
&::before { &::before {
content: ''; content: '';
position: absolute; position: absolute;
left: 2px; left: 4px;
right: 2px; right: 4px;
top: 0; top: 0;
height: 2px; height: 3px;
background: transparent; background: transparent;
border-radius: 0 0 2px 2px; border-radius: 0 0 3px 3px;
transition: background 0.15s ease; transition: background 0.15s ease;
} }
@@ -432,19 +410,17 @@ $gray-700: #334155;
outline-offset: -2px; outline-offset: -2px;
} }
/* Last cell in a row sits flush against the row's own right edge, so
drop its divider to avoid a double 2 px line. */
&:last-child { &:last-child {
border-right: none; border-right: none;
} }
.ni-short {
display: none;
}
} }
.ni-ico { .ni-ico {
width: 9.5px; width: 12px;
height: 9.5px; height: 12px;
font-size: 9.5px; font-size: 12px;
color: $gray-500; color: $gray-500;
flex-shrink: 0; flex-shrink: 0;
transition: color 0.15s ease; transition: color 0.15s ease;
@@ -456,12 +432,11 @@ $gray-700: #334155;
} }
.ni-caret { .ni-caret {
width: 5px; width: 7px;
height: 5px; height: 7px;
font-size: 5px; font-size: 7px;
color: $gray-400; color: $gray-400;
flex-shrink: 0; flex-shrink: 0;
margin-left: 0.5px;
transition: transition:
transform 0.18s ease, transform 0.18s ease,
color 0.18s ease; color 0.18s ease;
@@ -472,89 +447,17 @@ $gray-700: #334155;
} }
} }
@media (width >= 1400px) {
.ni {
padding: 0 6px;
gap: 3.5px;
font-size: 10.8px;
letter-spacing: 0;
}
.ni-ico {
width: 10px;
height: 10px;
font-size: 10px;
}
.ni-caret {
width: 5.5px;
height: 5.5px;
font-size: 5.5px;
margin-left: 1px;
}
}
@media (width <= 1200px) { @media (width <= 1200px) {
.ni { .ni {
padding: 0 3px; padding: 0 8px;
gap: 2px; gap: 5px;
font-size: 9.8px;
letter-spacing: -0.02em;
}
.ni-ico {
width: 9px;
height: 9px;
font-size: 9px;
}
.ni-caret {
width: 4.5px;
height: 4.5px;
font-size: 4.5px;
} }
} }
@media (width <= 1080px) { @media (width <= 980px) {
.ni { .ni {
padding: 0 2.5px;
gap: 1.5px;
font-size: 9.4px;
letter-spacing: -0.025em;
.ni-full {
display: none;
}
.ni-short {
display: inline;
}
}
.ni-ico {
width: 8.5px;
height: 8.5px;
font-size: 8.5px;
}
.ni-caret {
width: 4px;
height: 4px;
font-size: 4px;
}
}
@media (width <= 880px) {
.nav-row {
overflow-x: auto;
scrollbar-width: thin;
}
.ni {
flex: 0 0 auto;
padding: 0 6px; padding: 0 6px;
gap: 3px; gap: 4px;
font-size: 10px;
} }
} }
@@ -796,29 +699,21 @@ $gray-700: #334155;
// ===== Nav Dropdown Menus ===== // ===== Nav Dropdown Menus =====
::ng-deep .nav-dropdown { ::ng-deep .nav-dropdown {
border-radius: 6px !important; border-radius: 8px !important;
border: 1px solid $gray-200 !important; border: 1px solid $gray-200 !important;
box-shadow: 0 4px 16px rgb(0 0 0 / 12%) !important; box-shadow: 0 6px 24px rgb(0 0 0 / 10%) !important;
min-width: 170px !important; min-width: 180px !important;
padding: 3px 0 !important; padding: 4px 0 !important;
margin-top: 1px !important; margin-top: 2px !important;
.mat-mdc-menu-item { .mat-mdc-menu-item {
font-size: 10.5px !important; font-size: 12.5px !important;
font-weight: 500 !important; font-weight: 500 !important;
height: 25px !important; height: 34px !important;
min-height: 25px !important; min-height: 34px !important;
padding: 0 6px !important; padding: 0 14px !important;
line-height: 25px !important;
color: $gray-700 !important; color: $gray-700 !important;
font-family: 'IBM Plex Sans', Roboto, sans-serif !important; font-family: 'DM Sans', Roboto, sans-serif !important;
white-space: nowrap !important;
.menu-item-icon {
font-size: 10.5px !important;
margin-right: 5px !important;
opacity: 0.8;
}
&:hover { &:hover {
background: $brand-hover !important; background: $brand-hover !important;
@@ -833,44 +728,39 @@ $gray-700: #334155;
} }
/* Deposits Mega Panel (inside mat-menu overlay) */ /* Deposits Mega Panel (inside mat-menu overlay) */
::ng-deep .deposit-menu-grid { .deposit-menu-grid {
display: grid; display: grid;
gap: 4px 12px; grid-template-columns: repeat(3, 1fr);
padding: 6px 10px; gap: 8px 24px;
min-width: 0; padding: 8px 12px;
width: 100%; min-width: 600px;
box-sizing: border-box;
overflow-x: hidden;
} }
::ng-deep .deposit-menu-group { .deposit-menu-group {
.deposit-group-title { .deposit-group-title {
font-weight: 700; font-weight: 700;
font-size: 9.5px; font-size: 11px;
text-transform: uppercase; text-transform: uppercase;
letter-spacing: 0.5px; letter-spacing: 0.6px;
color: #1074b9; color: #1074b9;
padding: 2px 6px 3px; padding: 4px 16px 6px;
margin-bottom: 2px; margin-bottom: 2px;
border-bottom: 1.5px solid #1074b9; border-bottom: 2px solid #1074b9;
white-space: nowrap;
} }
} }
/* NPA Mega Panel — 3 columns */ /* NPA Mega Panel — 4 columns (Reports / Analysis / Classification / Recovery Management) */
::ng-deep .npa-grid { .npa-grid {
grid-template-columns: repeat(3, minmax(210px, 1fr)); grid-template-columns: repeat(4, minmax(200px, 1fr));
min-width: 0; min-width: 880px;
max-width: 100%; max-width: 96vw;
overflow-x: hidden;
} }
/* Reconciliation Mega Panel — 5 columns */ /* Reconciliation Mega Panel — 5 columns, teal accent to match the icon palette */
::ng-deep .reconciliation-grid { .reconciliation-grid {
grid-template-columns: repeat(5, minmax(170px, 1fr)); grid-template-columns: repeat(5, minmax(190px, 1fr));
min-width: 0; min-width: 1040px;
max-width: 100%; max-width: 96vw;
overflow-x: hidden;
.deposit-group-title { .deposit-group-title {
color: #0d9488; color: #0d9488;
@@ -890,49 +780,47 @@ $gray-700: #334155;
.gl-mega-menu { .gl-mega-menu {
position: absolute; position: absolute;
top: 96px; top: 100px;
left: 50%; left: 50%;
transform: translateX(-50%); transform: translateX(-50%);
background: #fff; background: #fff;
width: 760px; width: 860px;
max-width: 94vw; max-width: 95vw;
max-height: 72vh; padding: 20px 24px;
overflow-y: auto; box-shadow: 0 6px 24px rgb(0 0 0 / 22%);
padding: 12px 16px; border-radius: 0 0 10px 10px;
box-shadow: 0 6px 20px rgb(0 0 0 / 18%);
border-radius: 0 0 8px 8px;
z-index: 1000; z-index: 1000;
border-top: 2.5px solid #0d47a1; border-top: 3px solid #0d47a1;
} }
.gl-mega-menu-header { .gl-mega-menu-header {
display: flex; display: flex;
align-items: center; align-items: center;
gap: 8px; gap: 10px;
margin-bottom: 8px; margin-bottom: 14px;
padding-bottom: 6px; padding-bottom: 12px;
border-bottom: 1px solid #e5e7eb; border-bottom: 1px solid #e5e7eb;
span { span {
font-size: 14px; font-size: 18px;
font-weight: 700; font-weight: 700;
color: #0d47a1; color: #0d47a1;
letter-spacing: 0.01em; letter-spacing: 0.02em;
} }
} }
.gl-mega-menu-header-icon { .gl-mega-menu-header-icon {
font-size: 14px; font-size: 18px;
color: #0d47a1; color: #0d47a1;
} }
.gl-search { .gl-search {
width: 100%; width: 100%;
padding: 6px 10px; padding: 10px 14px;
margin-bottom: 10px; margin-bottom: 16px;
border: 1px solid #d0d5dd; border: 1px solid #d0d5dd;
border-radius: 5px; border-radius: 6px;
font-size: 12px; font-size: 14px;
box-sizing: border-box; box-sizing: border-box;
background: #f9fafb; background: #f9fafb;
@@ -940,37 +828,36 @@ $gray-700: #334155;
outline: none; outline: none;
border-color: #0d47a1; border-color: #0d47a1;
background: #fff; background: #fff;
box-shadow: 0 0 0 2px rgb(13 71 161 / 10%); box-shadow: 0 0 0 3px rgb(13 71 161 / 10%);
} }
} }
.gl-columns { .gl-columns {
display: grid; display: grid;
grid-template-columns: repeat(4, 1fr); grid-template-columns: repeat(4, 1fr);
gap: 10px 16px; gap: 24px;
} }
.gl-group-title { .gl-group-title {
font-weight: 700; font-weight: 700;
font-size: 10px; font-size: 11px;
text-transform: uppercase; text-transform: uppercase;
letter-spacing: 0.6px; letter-spacing: 0.8px;
color: #0d47a1; color: #0d47a1;
margin-bottom: 5px; margin-bottom: 10px;
padding-bottom: 3px; padding-bottom: 6px;
border-bottom: 1.5px solid #0d47a1; border-bottom: 2px solid #0d47a1;
} }
.gl-link { .gl-link {
display: flex; display: flex;
align-items: center; align-items: center;
padding: 3.5px 5px; padding: 7px 6px;
text-decoration: none; text-decoration: none;
color: #344054; color: #344054;
font-size: 11.5px; font-size: 13px;
line-height: 1.3;
cursor: pointer; cursor: pointer;
border-radius: 4px; border-radius: 5px;
transition: transition:
background 0.15s, background 0.15s,
color 0.15s; color 0.15s;
@@ -986,21 +873,23 @@ $gray-700: #334155;
} }
.gl-icon { .gl-icon {
width: 14px; width: 18px;
margin-right: 5px; margin-right: 8px;
color: #667085; color: #667085;
font-size: 11px; font-size: 13px;
flex-shrink: 0;
.gl-link:hover & { .gl-link:hover & {
color: #0d47a1; color: #0d47a1;
} }
} }
// Marks a menu link as actually wired to a working screen/dialog (vs a still-unwired
// placeholder) — a small green dot at the end of the row, so a reviewer can tell at a glance
// which items in a mega-menu are functional without having to click every one of them.
.gl-link--live::after { .gl-link--live::after {
content: ''; content: '';
width: 5px; width: 6px;
height: 5px; height: 6px;
margin-left: auto; margin-left: auto;
flex-shrink: 0; flex-shrink: 0;
border-radius: 50%; border-radius: 50%;
@@ -1010,9 +899,9 @@ $gray-700: #334155;
/* RBI Mega Menu */ /* RBI Mega Menu */
.rbi-mega-menu { .rbi-mega-menu {
width: 880px; width: 1100px;
max-width: 94vw; max-width: 97vw;
max-height: 72vh; max-height: 80vh;
overflow-y: auto; overflow-y: auto;
border-top-color: #b71c1c; border-top-color: #b71c1c;
} }
@@ -1020,7 +909,7 @@ $gray-700: #334155;
.rbi-columns { .rbi-columns {
display: grid; display: grid;
grid-template-columns: repeat(4, 1fr); grid-template-columns: repeat(4, 1fr);
gap: 10px 16px; gap: 20px;
} }
@keyframes move { @keyframes move {
+7 -9
View File
@@ -167,9 +167,7 @@ export class ShellComponent implements OnInit, OnDestroy {
url.includes('/clerk/withdrawal-request') || url.includes('/clerk/withdrawal-request') ||
url.includes('/clerk/my-disbursement-requests'); url.includes('/clerk/my-disbursement-requests');
const isElectionRoute = url.includes('/election'); const isElectionRoute = url.includes('/election');
const isFdDashboardRoute = url.includes('/fd-dashboard'); this.hideShellLayout = isCashierOnly || isClerkRoute || isElectionRoute || this.isWithdrawalReviewUrl;
this.hideShellLayout =
isCashierOnly || isClerkRoute || isElectionRoute || isFdDashboardRoute || this.isWithdrawalReviewUrl;
this.cdr.detectChanges(); this.cdr.detectChanges();
}; };
this.routeSub = this.router.events.pipe(filter((e) => e instanceof NavigationEnd)).subscribe(() => checkLayout()); this.routeSub = this.router.events.pipe(filter((e) => e instanceof NavigationEnd)).subscribe(() => checkLayout());
@@ -182,7 +180,10 @@ export class ShellComponent implements OnInit, OnDestroy {
}); });
} }
/** Toggles the current collapsed state of sidenav according to the emitted event. */ /**
* Toggles the current collapsed state of sidenav according to the emitted event.
* @param {boolean} event denotes state of sidenav
*/
toggleCollapse($event: boolean) { toggleCollapse($event: boolean) {
this.sidenavCollapsed = $event; this.sidenavCollapsed = $event;
this.cdr.detectChanges(); this.cdr.detectChanges();
@@ -203,15 +204,12 @@ export class ShellComponent implements OnInit, OnDestroy {
return /\/checker-inbox-and-tasks\/(share-)?withdrawal-requests\/\d+\/review/.test(this.router.url); return /\/checker-inbox-and-tasks\/(share-)?withdrawal-requests\/\d+\/review/.test(this.router.url);
} }
/** ESC key — exit fullscreen at Clerk Dashboard / Election / FD Dashboard / review screen, restoring full shell header. */ /** ESC key — exit fullscreen at Clerk Dashboard / Election / review screen, restoring full shell header. */
@HostListener('document:keydown.escape') @HostListener('document:keydown.escape')
onEscapeKey(): void { onEscapeKey(): void {
if ( if (
this.hideShellLayout && this.hideShellLayout &&
(this.router.url.includes('/clerk/') || (this.router.url.includes('/clerk/') || this.router.url.includes('/election') || this.isWithdrawalReviewUrl)
this.router.url.includes('/election') ||
this.router.url.includes('/fd-dashboard') ||
this.isWithdrawalReviewUrl)
) { ) {
this.hideShellLayout = false; this.hideShellLayout = false;
this.cdr.detectChanges(); this.cdr.detectChanges();
@@ -20,9 +20,7 @@
<div class="t-live"></div> <div class="t-live"></div>
&nbsp;LIVE &nbsp;LIVE
</div> </div>
<div class="t-chip"> <div class="t-chip">Branch:&nbsp;<strong>HO</strong></div>
Branch:&nbsp;<strong>{{ officeLabel }}</strong>
</div>
<div class="t-chip"> <div class="t-chip">
Date:&nbsp;<strong>{{ today | date: 'dd MMM yyyy' }}</strong> Date:&nbsp;<strong>{{ today | date: 'dd MMM yyyy' }}</strong>
</div> </div>
@@ -524,7 +522,7 @@
</mat-menu> </mat-menu>
<!-- Application User Help Menu --> <!-- Application User Help Menu -->
<mat-menu #applicationMenu="matMenu" [overlapTrigger]="false" class="t-user-menu" xPosition="before"> <mat-menu #applicationMenu="matMenu" [overlapTrigger]="false">
<button mat-menu-item (click)="help()" tabindex="0"> <button mat-menu-item (click)="help()" tabindex="0">
<mat-icon matListIcon> <mat-icon matListIcon>
<fa-icon icon="question-circle" size="sm"></fa-icon> <fa-icon icon="question-circle" size="sm"></fa-icon>
+52 -180
View File
@@ -390,103 +390,6 @@ $icon-hover-border: rgb(255 255 255 / 28%);
max-height: 80vh; max-height: 80vh;
overflow-y: auto; overflow-y: auto;
} }
// Compact card per AI module
.ai-card.mat-mdc-menu-item {
display: flex !important;
align-items: flex-start !important;
gap: 10px !important;
padding: 10px !important;
min-height: 52px !important;
height: auto !important;
border-radius: 9px !important;
font-family: inherit !important;
line-height: 1.3 !important;
white-space: normal !important;
overflow: visible !important;
transition: background 0.16s ease !important;
.mat-mdc-menu-item-text,
.mdc-list-item__primary-text,
.mdc-list-item__content {
display: flex !important;
align-items: flex-start !important;
gap: 10px !important;
width: 100% !important;
white-space: normal !important;
overflow: visible !important;
}
.ai-card-ic {
width: 32px !important;
height: 32px !important;
min-width: 32px !important;
display: inline-flex !important;
align-items: center !important;
justify-content: center !important;
border-radius: 8px !important;
font-size: 13px !important;
flex-shrink: 0 !important;
background: var(--c-bg) !important;
color: var(--c-color) !important;
margin: 0 !important;
opacity: 1 !important;
transition:
background 0.16s ease,
color 0.16s ease,
transform 0.16s ease !important;
fa-icon {
font-size: 13px !important;
width: auto !important;
min-width: auto !important;
margin: 0 !important;
color: inherit !important;
opacity: 1 !important;
}
}
.ai-card-body {
display: flex !important;
flex-direction: column !important;
flex: 1 !important;
min-width: 0 !important;
text-align: left !important;
white-space: normal !important;
}
.ai-card-t {
font-size: 12.5px !important;
font-weight: 600 !important;
color: #0f172a !important;
line-height: 1.25 !important;
white-space: normal !important;
display: block !important;
}
.ai-card-d {
font-size: 10.5px !important;
color: #64748b !important;
margin-top: 3px !important;
line-height: 1.35 !important;
white-space: normal !important;
display: block !important;
}
&:hover {
background: var(--c-bg) !important;
.ai-card-ic {
background: var(--c-hover) !important;
color: #fff !important;
transform: scale(1.06) !important;
}
.ai-card-t {
color: var(--c-color) !important;
}
}
}
} }
.ai-menu-header { .ai-menu-header {
@@ -585,101 +488,70 @@ $icon-hover-border: rgb(255 255 255 / 28%);
font-size: 11px; font-size: 11px;
} }
// ===== User Account Dropdown Menu ===== // Compact card per AI module
::ng-deep .t-user-menu.mat-mdc-menu-panel { .ai-card.mat-mdc-menu-item {
min-width: 190px !important;
border-radius: 10px !important;
box-shadow:
0 10px 25px rgb(15 23 42 / 12%),
0 2px 6px rgb(15 23 42 / 6%) !important;
border: 1px solid #e2e8f0 !important;
padding: 6px 0 !important;
background: #fff !important;
.mat-mdc-menu-content {
padding: 4px 0 !important;
}
.mat-mdc-menu-item {
height: 38px !important;
min-height: 38px !important;
line-height: 38px !important;
padding: 0 14px !important;
display: flex !important; display: flex !important;
align-items: center !important; align-items: flex-start;
font-size: 13px !important; gap: 10px;
font-weight: 500 !important; padding: 9px 10px;
color: #334155 !important; min-height: 0;
height: auto;
border-radius: 9px;
font-family: inherit;
line-height: 1.3;
white-space: normal;
transition: background 0.16s ease;
.ai-card-ic {
width: 32px;
height: 32px;
display: inline-flex;
align-items: center;
justify-content: center;
border-radius: 8px;
font-size: 13px;
flex-shrink: 0;
background: var(--c-bg);
color: var(--c-color);
transition: transition:
background-color 0.15s ease, background 0.16s ease,
color 0.15s ease !important; color 0.16s ease,
transform 0.16s ease;
.mat-mdc-menu-item-text {
display: inline-flex !important;
align-items: center !important;
width: 100% !important;
font-size: 13px !important;
color: inherit !important;
font-weight: 500 !important;
} }
mat-icon { .ai-card-body {
margin-right: 10px !important; display: flex;
width: 18px !important; flex-direction: column;
height: 18px !important; flex: 1;
min-width: 18px !important; min-width: 0;
display: inline-flex !important; text-align: left;
align-items: center !important;
justify-content: center !important;
color: #64748b !important;
font-size: 14px !important;
flex-shrink: 0 !important;
fa-icon {
font-size: 14px !important;
width: 14px !important;
min-width: 14px !important;
text-align: center !important;
margin-right: 0 !important;
color: inherit !important;
opacity: 1 !important;
}
} }
span { .ai-card-t {
font-size: 13px !important; font-size: 12.5px;
color: inherit !important; font-weight: 600;
font-weight: 500 !important; color: #0f172a;
white-space: nowrap !important; line-height: 1.25;
}
.ai-card-d {
font-size: 10.5px;
color: #64748b;
margin-top: 2px;
line-height: 1.35;
} }
&:hover { &:hover {
background-color: #f1f5f9 !important; background: var(--c-bg);
color: #0d47a1 !important;
mat-icon { .ai-card-ic {
color: #0d47a1 !important; background: var(--c-hover);
} color: #fff;
transform: scale(1.06);
} }
&#logout { .ai-card-t {
color: #dc2626 !important; color: var(--c-color);
border-top: 1px solid #f1f5f9 !important;
margin-top: 4px !important;
padding-top: 2px !important;
mat-icon {
color: #dc2626 !important;
}
&:hover {
background-color: #fef2f2 !important;
color: #b91c1c !important;
mat-icon {
color: #b91c1c !important;
}
}
} }
} }
} }
@@ -49,7 +49,6 @@ import { MatIcon } from '@angular/material/icon';
import { NotificationsTrayComponent as NotificationsTrayComponent_1 } from '../../../shared/notifications-tray/notifications-tray.component'; import { NotificationsTrayComponent as NotificationsTrayComponent_1 } from '../../../shared/notifications-tray/notifications-tray.component';
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module'; import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
import { DocumentationLinksService } from 'app/shared/services/documentation-links.service'; import { DocumentationLinksService } from 'app/shared/services/documentation-links.service';
import { businessToday } from 'app/core/utils/business-today';
/** /**
* Toolbar component. * Toolbar component.
@@ -93,14 +92,6 @@ export class ToolbarComponent implements OnInit, AfterViewInit, AfterContentChec
@ViewChild('templateAppMenu') templateAppMenu: TemplateRef<any>; @ViewChild('templateAppMenu') templateAppMenu: TemplateRef<any>;
@ViewChild('notificationsTray') notificationsTray: NotificationsTrayComponent; @ViewChild('notificationsTray') notificationsTray: NotificationsTrayComponent;
/** The signed-in user's office — this chip read "HO" for every login, branch staff included. */
get officeLabel(): string {
if (this.authenticationService.isHeadOfficeUser()) {
return 'HO';
}
return this.authenticationService.getCredentials()?.officeName || '—';
}
/** Subscription to breakpoint observer for handset. */ /** Subscription to breakpoint observer for handset. */
isHandset$: Observable<boolean> = this.breakpointObserver isHandset$: Observable<boolean> = this.breakpointObserver
.observe(Breakpoints.Handset) .observe(Breakpoints.Handset)
@@ -109,10 +100,8 @@ export class ToolbarComponent implements OnInit, AfterViewInit, AfterContentChec
/** Sets the initial state of sidenav as collapsed. Not collapsed if false. */ /** Sets the initial state of sidenav as collapsed. Not collapsed if false. */
sidenavCollapsed = true; sidenavCollapsed = true;
/** The bank's "today" for the top bar — the business date when enabled, else the server date. */ /** Current date for top bar display */
get today(): Date { today = new Date();
return businessToday();
}
/** Last login time display */ /** Last login time display */
lastLoginTime = this.formatLastLogin(); lastLoginTime = this.formatLastLogin();
-30
View File
@@ -1,30 +0,0 @@
/**
* Copyright since 2025 Mifos Initiative
*
* This Source Code Form is subject to the terms of the Mozilla Public
* License, v. 2.0. If a copy of the MPL was not distributed with this
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
*/
/**
* The bank's "today": the business date while `enable-business-date` is on, the server's own date
* while it is off. The server decides which (GET /branchday/today); the web app stores the answer
* in `mifosXServerDate` at login and whenever the business date changes. Before that has happened
* the browser clock is the only date there is, so it is the fallback.
*/
export function businessToday(): Date {
const stored = localStorage.getItem('mifosXServerDate');
const match = stored ? /^(\d{4})-(\d{2})-(\d{2})$/.exec(stored) : null;
if (!match) {
return new Date();
}
// Built from parts so it is local midnight — new Date('yyyy-MM-dd') would be UTC midnight and
// land on the previous day in any timezone behind UTC.
return new Date(Number(match[1]), Number(match[2]) - 1, Number(match[3]));
}
/** {@link businessToday} as yyyy-MM-dd. */
export function businessTodayIso(): string {
const d = businessToday();
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
}
@@ -8,10 +8,7 @@
<div class="cur-view"> <div class="cur-view">
<!-- ─── Dormancy risk alert (only when subStatus has left Active) ──── --> <!-- ─── Dormancy risk alert (only when subStatus has left Active) ──── -->
<!-- Shown only when the account's product has Dormancy Alert = Yes -->
@if (currentAccountData?.dormancyAlert) {
<mifosx-dormancy-alert-panel [accountData]="currentAccountData"></mifosx-dormancy-alert-panel> <mifosx-dormancy-alert-panel [accountData]="currentAccountData"></mifosx-dormancy-alert-panel>
}
<!-- ─── Gradient hero header ─────────────────────────────────────── --> <!-- ─── Gradient hero header ─────────────────────────────────────── -->
<header class="cur-hero"> <header class="cur-hero">
@@ -59,7 +59,16 @@
<span class="nx-mono">[{{ currentAccountData.currency.code }}]</span> <span class="nx-mono">[{{ currentAccountData.currency.code }}]</span>
</span> </span>
</div> </div>
<!-- A current account earns no interest, so no interest rate is shown here; OD interest is under Overdraft. --> <div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Nominal Interest Rate' | translate }}</span>
<span class="nx-row__value nx-row__value--amount">
@if (currentAccountData.nominalAnnualInterestRate) {
{{ currentAccountData.nominalAnnualInterestRate | formatNumber }} %
} @else {
0 %
}
</span>
</div>
} @else { } @else {
<div class="nx-row"> <div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Field Officer' | translate }}</span> <span class="nx-row__label">{{ 'labels.inputs.Field Officer' | translate }}</span>
@@ -93,17 +102,17 @@
</span> </span>
</div> </div>
} }
@if (currentAccountData.summary.totalWithdrawals) { @if (currentAccountData.summary.totalInterestEarned >= 0) {
<div class="nx-row"> <div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Total Withdrawls' | translate }}</span> <span class="nx-row__label">{{ 'labels.inputs.Total Interest Earned' | translate }}</span>
<span class="nx-row__value nx-row__value--amount nx-row__value--negative"> <span class="nx-row__value nx-row__value--amount">
{{ {{
currentAccountData.summary.totalWithdrawals | currency: currency.code : 'symbol-narrow' : '1.2-2' currentAccountData.summary.totalInterestEarned | currency: currency.code : 'symbol-narrow' : '1.2-2'
}} }}
</span> </span>
</div> </div>
} }
@if (!currentAccountData.summary.totalDeposits && !currentAccountData.summary.totalWithdrawals) { @if (!currentAccountData.summary.totalDeposits && !(currentAccountData.summary.totalInterestEarned >= 0)) {
<div class="nx-empty"> <div class="nx-empty">
<fa-icon icon="inbox" class="nx-empty__ico"></fa-icon> <fa-icon icon="inbox" class="nx-empty__ico"></fa-icon>
<span>No activity yet.</span> <span>No activity yet.</span>
@@ -123,7 +132,16 @@
<h3 class="nx-card__title">{{ 'labels.heading.Account Summary' | translate }}</h3> <h3 class="nx-card__title">{{ 'labels.heading.Account Summary' | translate }}</h3>
</header> </header>
<div class="nx-card__body"> <div class="nx-card__body">
<!-- A current account earns no interest: no interest earned/posted rows. OD interest has its own card. --> @if (currentAccountData.summary.totalWithdrawals) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Total Withdrawls' | translate }}</span>
<span class="nx-row__value nx-row__value--amount nx-row__value--negative">
{{
currentAccountData.summary.totalWithdrawals | currency: currency.code : 'symbol-narrow' : '1.2-2'
}}
</span>
</div>
}
@if (currentAccountData.summary.totalWithdrawalFees) { @if (currentAccountData.summary.totalWithdrawalFees) {
<div class="nx-row"> <div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Withdrawals Fees' | translate }}</span> <span class="nx-row__label">{{ 'labels.inputs.Withdrawals Fees' | translate }}</span>
@@ -142,6 +160,89 @@
</span> </span>
</div> </div>
} }
@if (currentAccountData.summary.totalInterestEarned >= 0) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Interest Earned' | translate }}</span>
<span class="nx-row__value nx-row__value--amount">
{{
currentAccountData.summary.totalInterestEarned | currency: currency.code : 'symbol-narrow' : '1.2-2'
}}
</span>
</div>
}
@if (currentAccountData.summary.totalInterestPosted) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Interest Posted' | translate }}</span>
<span class="nx-row__value nx-row__value--amount">
{{
currentAccountData.summary.totalInterestPosted | currency: currency.code : 'symbol-narrow' : '1.2-2'
}}
</span>
</div>
}
@if (currentAccountData.summary.interestNotPosted >= 0) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Interest Earned Not Posted' | translate }}</span>
<span class="nx-row__value nx-row__value--amount">
{{
currentAccountData.summary.interestNotPosted | currency: currency.code : 'symbol-narrow' : '1.2-2'
}}
</span>
</div>
}
@if (currentAccountData.summary.totalOverdraftInterestDerived) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Interest On Overdraft' | translate }}</span>
<span class="nx-row__value nx-row__value--amount">
{{
currentAccountData.summary.totalOverdraftInterestDerived
| currency: currency.code : 'symbol-narrow' : '1.2-2'
}}
</span>
</div>
}
@if (currentAccountData.summary.interestNotPosted < 0) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Overdraft Interest Not Posted' | translate }}</span>
<span class="nx-row__value nx-row__value--amount">
{{
currentAccountData.summary.interestNotPosted | currency: currency.code : 'symbol-narrow' : '1.2-2'
}}
</span>
</div>
}
@if (currentAccountData.nominalAnnualInterestRate) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Nominal Interest Rate' | translate }}</span>
<span class="nx-row__value nx-row__value--amount">
{{ currentAccountData.nominalAnnualInterestRate | formatNumber }} %
</span>
</div>
}
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Interest Compounding Period' | translate }}</span>
<span class="nx-row__value">
{{ currentAccountData.interestCompoundingPeriodType.value | translateKey: 'catalogs' }}
</span>
</div>
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Interest Posting Period' | translate }}</span>
<span class="nx-row__value">
{{ currentAccountData.interestPostingPeriodType.value | translateKey: 'catalogs' }}
</span>
</div>
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Interest Calculated Using' | translate }}</span>
<span class="nx-row__value">
{{ currentAccountData.interestCalculationType.value | translateKey: 'catalogs' }}
</span>
</div>
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Days in Year' | translate }}</span>
<span class="nx-row__value">
{{ currentAccountData.interestCalculationDaysInYearType.value | translateKey: 'catalogs' }}
</span>
</div>
@if (currentAccountData.withdrawalFee) { @if (currentAccountData.withdrawalFee) {
<div class="nx-row"> <div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Withdrawal Fee' | translate }}</span> <span class="nx-row__label">{{ 'labels.inputs.Withdrawal Fee' | translate }}</span>
@@ -188,6 +289,37 @@
</span> </span>
</div> </div>
} }
@if (currentAccountData.allowOverdraft) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Overdraft Limit' | translate }}</span>
<span class="nx-row__value nx-row__value--amount">
{{ currentAccountData.overdraftLimit | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
</span>
</div>
}
@if (currentAccountData.allowOverdraft) {
<div class="nx-row">
<span class="nx-row__label">
{{ 'labels.inputs.Minimum Overdraft Required for Interest Calculation' | translate }}
</span>
<span class="nx-row__value">
{{
currentAccountData.minOverdraftForInterestCalculation
| currency: currency.code : 'symbol-narrow' : '1.2-2'
}}
</span>
</div>
}
@if (currentAccountData.minBalanceForInterestCalculation) {
<div class="nx-row">
<span class="nx-row__label">
{{ 'labels.inputs.Min Balance Required for Interest Calculation' | translate }}
</span>
<span class="nx-row__value">
{{ currentAccountData.minBalanceForInterestCalculation | formatNumber }}
</span>
</div>
}
@if (currentAccountData.minRequiredBalance) { @if (currentAccountData.minRequiredBalance) {
<div class="nx-row"> <div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Minimum Required Balance' | translate }}</span> <span class="nx-row__label">{{ 'labels.inputs.Minimum Required Balance' | translate }}</span>
@@ -200,6 +332,14 @@
<span class="nx-row__value">{{ currentAccountData.enforceMinRequiredBalance | yesNo }}</span> <span class="nx-row__value">{{ currentAccountData.enforceMinRequiredBalance | yesNo }}</span>
</div> </div>
} }
@if (currentAccountData.summary.lastInterestCalculationDate) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Interest Recalculation Date' | translate }}</span>
<span class="nx-row__value">
{{ currentAccountData.summary.lastInterestCalculationDate | dateFormat }}
</span>
</div>
}
@if (currentAccountData.onHoldFunds) { @if (currentAccountData.onHoldFunds) {
<div class="nx-row"> <div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.On Hold Funds' | translate }}</span> <span class="nx-row__label">{{ 'labels.inputs.On Hold Funds' | translate }}</span>
@@ -210,72 +350,14 @@
</span> </span>
</div> </div>
} }
@if (currentAccountData.withHoldTax) {
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Withhold Tax Group' | translate }}</span>
<span class="nx-row__value">{{ currentAccountData.taxGroup.name }}</span>
</div>
}
</div> </div>
</section> </section>
<!-- Overdraft: the only interest on a current account is what the customer pays on an OD. -->
@if (currentAccountData.allowOverdraft) {
<section class="nx-card">
<header class="nx-card__head">
<fa-icon icon="hand-holding-usd" class="nx-card__ico"></fa-icon>
<h3 class="nx-card__title">Overdraft (OD)</h3>
</header>
<div class="nx-card__body">
<div class="nx-row">
<span class="nx-row__label">Maximum OD Limit (per product)</span>
<span class="nx-row__value nx-row__value--amount">
{{ currentAccountData.overdraftLimit | currency: currency.code : 'symbol-narrow' : '1.2-2' }}
</span>
</div>
@if (currentAccountData.nominalAnnualInterestRateOverdraft) {
<div class="nx-row">
<span class="nx-row__label">OD Interest Rate</span>
<span class="nx-row__value">
{{ currentAccountData.nominalAnnualInterestRateOverdraft | formatNumber }} % p.a.
</span>
</div>
}
@if (currentAccountData.minOverdraftForInterestCalculation) {
<div class="nx-row">
<span class="nx-row__label">Minimum OD for Interest</span>
<span class="nx-row__value">
{{
currentAccountData.minOverdraftForInterestCalculation
| currency: currency.code : 'symbol-narrow' : '1.2-2'
}}
</span>
</div>
}
<div class="nx-row">
<span class="nx-row__label">OD Interest Posting</span>
<span class="nx-row__value">
{{ currentAccountData.interestPostingPeriodType?.value | translateKey: 'catalogs' }}
</span>
</div>
<div class="nx-row">
<span class="nx-row__label">{{ 'labels.inputs.Days in Year' | translate }}</span>
<span class="nx-row__value">
{{ currentAccountData.interestCalculationDaysInYearType?.value | translateKey: 'catalogs' }}
</span>
</div>
@if (currentAccountData.validForPeriod) {
<div class="nx-row">
<span class="nx-row__label">Sanction Validity</span>
<span class="nx-row__value">{{ currentAccountData.validForPeriod }}</span>
</div>
}
<div class="nx-row">
<span class="nx-row__label">OD Interest Charged</span>
<span class="nx-row__value nx-row__value--amount">
{{
currentAccountData.summary.totalOverdraftInterestDerived || 0
| currency: currency.code : 'symbol-narrow' : '1.2-2'
}}
</span>
</div>
</div>
</section>
}
} @else { } @else {
<section class="nx-card"> <section class="nx-card">
<header class="nx-card__head"> <header class="nx-card__head">
@@ -54,8 +54,8 @@
<mat-icon>account_balance</mat-icon> <mat-icon>account_balance</mat-icon>
</div> </div>
<div class="bank-name-block"> <div class="bank-name-block">
<div class="bank-title">{{ bankName }}</div> <div class="bank-title">LincPay Co-operative Bank Ltd.</div>
<div class="bank-subtitle">{{ bankSubtitle }}</div> <div class="bank-subtitle">Current Account Statement</div>
</div> </div>
</div> </div>
<div class="statement-label"> <div class="statement-label">
@@ -64,25 +64,6 @@
</div> </div>
</div> </div>
<!-- Branch line — IFSC/MICR are how a UCB customer identifies which branch issued this, and are
needed for NEFT/RTGS/cheque printing, so a real passbook always carries them. -->
@if (branchName || ifscCode || micrCode) {
<div class="branch-line">
@if (branchName) {
<span>{{ branchName }} Branch</span>
}
@if (branchAddress) {
<span>{{ branchAddress }}</span>
}
@if (ifscCode) {
<span>IFSC: {{ ifscCode }}</span>
}
@if (micrCode) {
<span>MICR: {{ micrCode }}</span>
}
</div>
}
<!-- Account Details --> <!-- Account Details -->
<div class="account-details-band"> <div class="account-details-band">
<div class="account-details-grid"> <div class="account-details-grid">
@@ -127,18 +127,6 @@ $header-text: #fff;
} }
} }
// ─── Branch Identification Line ──────────────────────────────────────────────
.branch-line {
background: #e8edf5;
border-bottom: 1px solid $border-color;
padding: 6px 24px;
display: flex;
flex-wrap: wrap;
gap: 4px 18px;
font-size: 11px;
color: #4a5a7a;
}
// ─── Account Details Band ──────────────────────────────────────────────────── // ─── Account Details Band ────────────────────────────────────────────────────
.account-details-band { .account-details-band {
background: #f0f3f9; background: #f0f3f9;
@@ -11,12 +11,11 @@ import { Component, OnInit, OnDestroy, inject, ElementRef, ViewChild } from '@an
import { ActivatedRoute } from '@angular/router'; import { ActivatedRoute } from '@angular/router';
import { UntypedFormBuilder } from '@angular/forms'; import { UntypedFormBuilder } from '@angular/forms';
import { CurrencyPipe } from '@angular/common'; import { CurrencyPipe } from '@angular/common';
import { Subject, takeUntil, catchError, forkJoin, of } from 'rxjs'; import { Subject, takeUntil } from 'rxjs';
/** Custom Services */ /** Custom Services */
import { SettingsService } from 'app/settings/settings.service'; import { SettingsService } from 'app/settings/settings.service';
import { Dates } from 'app/core/utils/dates'; import { Dates } from 'app/core/utils/dates';
import { OrganizationService } from '../../../organization/organization.service';
import { Currency } from 'app/shared/models/general.model'; import { Currency } from 'app/shared/models/general.model';
import { import {
CurrentAccountTransaction, CurrentAccountTransaction,
@@ -45,7 +44,6 @@ export class PassbookTabComponent implements OnInit, OnDestroy {
private formBuilder = inject(UntypedFormBuilder); private formBuilder = inject(UntypedFormBuilder);
private settingsService = inject(SettingsService); private settingsService = inject(SettingsService);
private dateUtils = inject(Dates); private dateUtils = inject(Dates);
private organizationService = inject(OrganizationService);
private destroy$ = new Subject<void>(); private destroy$ = new Subject<void>();
@@ -62,17 +60,6 @@ export class PassbookTabComponent implements OnInit, OnDestroy {
availableBalance: number = 0; availableBalance: number = 0;
activatedOnDate: any = null; activatedOnDate: any = null;
/** Bank/branch letterhead — real values from Institution Profile + Branch Profile (Organization
* module) rather than a hardcoded name, so a printed passbook actually identifies which bank and
* branch issued it, the way a real UCB's core banking system does. Falls back to a generic label
* if the profile was never filled in, rather than showing a fabricated bank name. */
bankName = 'Bank';
bankSubtitle = 'Current Account Statement';
branchName = '';
branchAddress = '';
ifscCode = '';
micrCode = '';
/** Transactions */ /** Transactions */
allTransactions: CurrentAccountTransaction[] = []; allTransactions: CurrentAccountTransaction[] = [];
filteredTransactions: CurrentAccountTransaction[] = []; filteredTransactions: CurrentAccountTransaction[] = [];
@@ -105,33 +92,6 @@ export class PassbookTabComponent implements OnInit, OnDestroy {
fromDate: [''], fromDate: [''],
toDate: [''] toDate: ['']
}); });
this.loadLetterhead();
}
/** Institution Profile is the bank's own single record; Branch Profile is per-office. There is no
* office id on the current account data reaching this tab, and this deployment runs a single
* branch, so the first branch profile on record is the correct one here — a genuinely
* multi-branch deployment would need the account's own office id threaded through instead. */
private loadLetterhead(): void {
forkJoin({
institution: this.organizationService.getInstitutionProfile().pipe(catchError(() => of(null))),
branches: this.organizationService.getBranchProfiles().pipe(catchError(() => of([])))
}).subscribe(({ institution, branches }: any) => {
if (institution) {
this.bankName = institution.passbookHeaderName || institution.bankName || institution.legalName || 'Bank';
this.bankSubtitle = institution.licenseNumber
? `Lic. No. ${institution.licenseNumber}`
: 'Current Account Statement';
}
const branch = Array.isArray(branches) ? branches[0] : null;
if (branch) {
this.branchName = branch.officeName || '';
this.branchAddress = branch.address || '';
this.ifscCode = branch.ifscCode || '';
this.micrCode = branch.micrCode || '';
}
});
} }
private computeRunningBalances(transactions: CurrentAccountTransaction[]): CurrentAccountTransaction[] { private computeRunningBalances(transactions: CurrentAccountTransaction[]): CurrentAccountTransaction[] {
@@ -319,18 +279,6 @@ export class PassbookTabComponent implements OnInit, OnDestroy {
margin-top: 3px; margin-top: 3px;
} }
/* Branch identification line */
.branch-line {
background: #e8edf5;
border-bottom: 1px solid #d0d7e3;
padding: 5px 20px;
display: flex;
flex-wrap: wrap;
gap: 4px 16px;
font-size: 9.5px;
color: #4a5a7a;
}
/* Account details band */ /* Account details band */
.account-details-band { .account-details-band {
background: #f0f3f9; background: #f0f3f9;
@@ -135,6 +135,18 @@
<mat-icon><fa-icon icon="eye" size="sm"></fa-icon></mat-icon> <mat-icon><fa-icon icon="eye" size="sm"></fa-icon></mat-icon>
<span>{{ 'labels.text.View Transaction' | translate }}</span> <span>{{ 'labels.text.View Transaction' | translate }}</span>
</button> </button>
@if (!transaction.reversed) {
<span>
<button
mat-menu-item
*mifosxHasPermission="'ADJUSTTRANSACTION_CURRENTACCOUNT'"
(click)="undoTransaction(transaction, $event)"
>
<mat-icon><fa-icon icon="undo" size="sm"></fa-icon></mat-icon>
<span>{{ 'tooltips.Undo Transaction' | translate }}</span>
</button>
</span>
}
<button <button
mat-menu-item mat-menu-item
class="account-action-button" class="account-action-button"
@@ -40,6 +40,18 @@
</button> </button>
</span> </span>
} }
@if (allowUndo()) {
<span>
<button
mat-raised-button
color="warn"
*mifosxHasPermission="'UNDOTRANSACTION_CURRENTACCOUNT'"
(click)="undoTransaction()"
>
<fa-icon icon="undo" class="m-r-10"></fa-icon>{{ 'labels.buttons.Undo' | translate }}
</button>
</span>
}
</div> </div>
<div class="container"> <div class="container">
@@ -45,7 +45,9 @@
@if (amount > 0) { @if (amount > 0) {
<div class="dcd-amount"> <div class="dcd-amount">
<span class="dcd-amount__figure">{{ amount | number: '1.2-2' }}</span> <span class="dcd-amount__figure">{{ amount | number: '1.2-2' }}</span>
<span class="dcd-amount__basis"> {{ days }} × {{ party?.dailyDepositAmount | number: '1.2-2' }} daily </span> <span class="dcd-amount__basis">
{{ days }} × {{ party?.dailyDepositAmount | number: '1.2-2' }} daily
</span>
</div> </div>
} }
</mat-dialog-content> </mat-dialog-content>
@@ -84,7 +84,9 @@ export class DayCollectionDialogComponent {
if (!this.party || daily <= 0) { if (!this.party || daily <= 0) {
return []; return [];
} }
const limit = this.isAdvance ? 5 : Math.floor(Number(this.party.recoverableAmount || 0) / daily); const limit = this.isAdvance
? 5
: Math.floor(Number(this.party.recoverableAmount || 0) / daily);
return Array.from({ length: Math.max(0, limit) }, (_, index) => index + 1); return Array.from({ length: Math.max(0, limit) }, (_, index) => index + 1);
} }

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