Compare commits
18
Commits
dev
...
feature/locker
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57a61b3057 |
-288
@@ -1,288 +0,0 @@
|
||||
kind: pipeline
|
||||
type: docker
|
||||
name: auto-deploy
|
||||
|
||||
trigger:
|
||||
branch:
|
||||
- dev
|
||||
event:
|
||||
- push
|
||||
|
||||
steps:
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||||
|
||||
# ============================================================
|
||||
# DOCKER BUILD & PUSH
|
||||
#
|
||||
# Angular build (npm ci + ng build) Dockerfile ke andar
|
||||
# multi-stage me hota hai, isliye alag build step nahi chahiye.
|
||||
# ============================================================
|
||||
- name: docker-build-push
|
||||
image: docker
|
||||
|
||||
volumes:
|
||||
- name: dockersock
|
||||
path: /var/run/docker.sock
|
||||
|
||||
commands:
|
||||
- |
|
||||
set -e
|
||||
|
||||
# --------------------------------------------------------
|
||||
# Repository name comes from Drone
|
||||
# --------------------------------------------------------
|
||||
REPO="$${DRONE_REPO_NAME}"
|
||||
REPO="$$(echo "$$REPO" | tr '[:upper:]' '[:lower:]')"
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||||
|
||||
IMAGE="harbor.lincpay:8082/lincpay/$$REPO:$${DRONE_BUILD_NUMBER}"
|
||||
|
||||
echo "=========================================="
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||||
echo "DOCKER BUILD & PUSH"
|
||||
echo "=========================================="
|
||||
echo "Repository : $$REPO"
|
||||
echo "Build : $${DRONE_BUILD_NUMBER}"
|
||||
echo "Image : $$IMAGE"
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||||
echo "=========================================="
|
||||
|
||||
# --------------------------------------------------------
|
||||
# Harbor login
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||||
# --------------------------------------------------------
|
||||
echo 'QVgW5QbqlKKtBU2dYApTY28Dd6J36GK3' | \
|
||||
docker login harbor.lincpay:8082 \
|
||||
-u 'robot$lincpay+drone' \
|
||||
--password-stdin
|
||||
|
||||
# --------------------------------------------------------
|
||||
# Build
|
||||
# --------------------------------------------------------
|
||||
echo "Building Docker image..."
|
||||
|
||||
docker build \
|
||||
-t "$$IMAGE" \
|
||||
.
|
||||
|
||||
# --------------------------------------------------------
|
||||
# Push
|
||||
# --------------------------------------------------------
|
||||
echo "Pushing Docker image..."
|
||||
|
||||
docker push "$$IMAGE"
|
||||
|
||||
echo "Docker image pushed successfully."
|
||||
|
||||
|
||||
# ============================================================
|
||||
# DEPLOY
|
||||
# ============================================================
|
||||
- name: deploy
|
||||
image: docker
|
||||
|
||||
volumes:
|
||||
- name: dockersock
|
||||
path: /var/run/docker.sock
|
||||
|
||||
- name: envfiles
|
||||
path: /platform-env
|
||||
|
||||
commands:
|
||||
- |
|
||||
set -e
|
||||
|
||||
# ========================================================
|
||||
# REPOSITORY / SERVICE / IMAGE
|
||||
# ========================================================
|
||||
|
||||
REPO="$${DRONE_REPO_NAME}"
|
||||
REPO="$$(echo "$$REPO" | tr '[:upper:]' '[:lower:]')"
|
||||
|
||||
SERVICE_NAME="$${REPO}_app"
|
||||
|
||||
IMAGE="harbor.lincpay:8082/lincpay/$$REPO:$${DRONE_BUILD_NUMBER}"
|
||||
|
||||
echo "=========================================="
|
||||
echo "DEPLOYMENT"
|
||||
echo "=========================================="
|
||||
echo "Repository : $$REPO"
|
||||
echo "Service : $$SERVICE_NAME"
|
||||
echo "Image : $$IMAGE"
|
||||
echo "Placement : node.labels.environment == dev"
|
||||
echo "=========================================="
|
||||
|
||||
|
||||
# ========================================================
|
||||
# VALIDATION
|
||||
# ========================================================
|
||||
|
||||
if [ -z "$$REPO" ]; then
|
||||
echo "ERROR: DRONE_REPO_NAME is empty."
|
||||
exit 1
|
||||
fi
|
||||
|
||||
if [ -z "$$SERVICE_NAME" ]; then
|
||||
echo "ERROR: Service name is empty."
|
||||
exit 1
|
||||
fi
|
||||
|
||||
if [ -z "$$IMAGE" ]; then
|
||||
echo "ERROR: Docker image is empty."
|
||||
exit 1
|
||||
fi
|
||||
|
||||
echo "Repository verified : $$REPO"
|
||||
echo "Service verified : $$SERVICE_NAME"
|
||||
echo "Image verified : $$IMAGE"
|
||||
|
||||
|
||||
# ========================================================
|
||||
# EXISTING SERVICE
|
||||
# ========================================================
|
||||
|
||||
if docker service ls --format '{{.Name}}' | grep -Fxq "$$SERVICE_NAME"; then
|
||||
|
||||
echo ""
|
||||
echo "=========================================="
|
||||
echo "EXISTING SERVICE"
|
||||
echo "=========================================="
|
||||
echo "Service: $$SERVICE_NAME"
|
||||
|
||||
|
||||
# ------------------------------------------------------
|
||||
# Check whether dev constraint already exists
|
||||
# ------------------------------------------------------
|
||||
|
||||
CONSTRAINT_EXISTS=$$(docker service inspect "$$SERVICE_NAME" \
|
||||
--format '{{range .Spec.TaskTemplate.Placement.Constraints}}{{println .}}{{end}}' \
|
||||
| grep -Fx 'node.labels.environment == dev' || true)
|
||||
|
||||
|
||||
# ------------------------------------------------------
|
||||
# Add constraint if missing
|
||||
# ------------------------------------------------------
|
||||
|
||||
if [ -z "$$CONSTRAINT_EXISTS" ]; then
|
||||
|
||||
echo "Constraint missing."
|
||||
echo "Adding: node.labels.environment == dev"
|
||||
|
||||
docker service update \
|
||||
--constraint-add 'node.labels.environment == dev' \
|
||||
"$$SERVICE_NAME"
|
||||
|
||||
else
|
||||
|
||||
echo "Constraint already exists."
|
||||
|
||||
fi
|
||||
|
||||
|
||||
# ------------------------------------------------------
|
||||
# Update image
|
||||
# ------------------------------------------------------
|
||||
|
||||
echo "Updating service image..."
|
||||
|
||||
docker service update \
|
||||
--image "$$IMAGE" \
|
||||
--replicas 1 \
|
||||
--with-registry-auth \
|
||||
"$$SERVICE_NAME"
|
||||
|
||||
|
||||
# ========================================================
|
||||
# NEW SERVICE
|
||||
# ========================================================
|
||||
|
||||
else
|
||||
|
||||
echo ""
|
||||
echo "=========================================="
|
||||
echo "NEW SERVICE"
|
||||
echo "=========================================="
|
||||
echo "Creating: $$SERVICE_NAME"
|
||||
|
||||
|
||||
# ------------------------------------------------------
|
||||
# Traefik rule
|
||||
#
|
||||
# Construct it without allowing Drone to consume
|
||||
# the shell backticks.
|
||||
# ------------------------------------------------------
|
||||
|
||||
TRAEFIK_RULE='Host(`'$$REPO'.lincpay`)'
|
||||
|
||||
echo "Traefik rule: $$TRAEFIK_RULE"
|
||||
|
||||
|
||||
# ------------------------------------------------------
|
||||
# Create service
|
||||
# ------------------------------------------------------
|
||||
|
||||
docker service create \
|
||||
--name "$$SERVICE_NAME" \
|
||||
--network edge-network \
|
||||
--replicas 1 \
|
||||
--constraint 'node.labels.environment == dev' \
|
||||
--with-registry-auth \
|
||||
--env-file /platform-env/global.env \
|
||||
--env-file /platform-env/dev.env \
|
||||
--label traefik.enable=true \
|
||||
--label "traefik.docker.network=edge-network" \
|
||||
--label "traefik.http.routers.$$REPO.rule=$$TRAEFIK_RULE" \
|
||||
--label "traefik.http.services.$$REPO.loadbalancer.server.port=80" \
|
||||
"$$IMAGE"
|
||||
|
||||
fi
|
||||
|
||||
|
||||
# ========================================================
|
||||
# FINAL STATUS
|
||||
# ========================================================
|
||||
|
||||
echo ""
|
||||
echo "=========================================="
|
||||
echo "FINAL SERVICE STATUS"
|
||||
echo "=========================================="
|
||||
|
||||
docker service ls \
|
||||
--filter "name=$$SERVICE_NAME"
|
||||
|
||||
|
||||
echo ""
|
||||
echo "=========================================="
|
||||
echo "PLACEMENT CONSTRAINT"
|
||||
echo "=========================================="
|
||||
|
||||
docker service inspect "$$SERVICE_NAME" \
|
||||
--format '{{json .Spec.TaskTemplate.Placement}}'
|
||||
|
||||
|
||||
echo ""
|
||||
echo "=========================================="
|
||||
echo "SERVICE TASKS"
|
||||
echo "=========================================="
|
||||
|
||||
docker service ps "$$SERVICE_NAME" --no-trunc
|
||||
|
||||
|
||||
echo ""
|
||||
echo "=========================================="
|
||||
echo "DEPLOYMENT COMPLETE"
|
||||
echo "=========================================="
|
||||
|
||||
|
||||
volumes:
|
||||
|
||||
# ============================================================
|
||||
# DOCKER SOCKET
|
||||
# ============================================================
|
||||
- name: dockersock
|
||||
host:
|
||||
path: /var/run/docker.sock
|
||||
|
||||
|
||||
# ============================================================
|
||||
# ENVIRONMENT FILES
|
||||
# ============================================================
|
||||
- name: envfiles
|
||||
host:
|
||||
path: /opt/platform/env
|
||||
|
||||
+2
-2
@@ -69,8 +69,8 @@
|
||||
"budgets": [
|
||||
{
|
||||
"type": "initial",
|
||||
"maximumWarning": "15mb",
|
||||
"maximumError": "17mb"
|
||||
"maximumWarning": "18mb",
|
||||
"maximumError": "20mb"
|
||||
},
|
||||
{
|
||||
"type": "anyComponentStyle",
|
||||
|
||||
Generated
+74
-5363
File diff suppressed because it is too large
Load Diff
+6
-15
@@ -16,6 +16,7 @@ import { AccountingService } from '../../accounting.service';
|
||||
import { GLAccount } from 'app/shared/models/general.model';
|
||||
import { GlAccountSelectorComponent } from '../../../shared/accounting/gl-account-selector/gl-account-selector.component';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { accountOptionsForActivity } from '../financial-activity-account-options';
|
||||
|
||||
/**
|
||||
* Create financial activity mapping component.
|
||||
@@ -87,21 +88,11 @@ export class CreateFinancialActivityMappingComponent implements OnInit {
|
||||
*/
|
||||
setGlAccountData() {
|
||||
this.financialActivityMappingForm.get('financialActivityId').valueChanges.subscribe((financialActivityId) => {
|
||||
switch (financialActivityId) {
|
||||
case 100:
|
||||
case 101:
|
||||
case 102:
|
||||
case 103:
|
||||
this.glAccountData = this.glAccountOptions.assetAccountOptions;
|
||||
break;
|
||||
case 200:
|
||||
case 201:
|
||||
this.glAccountData = this.glAccountOptions.liabilityAccountOptions;
|
||||
break;
|
||||
case 300:
|
||||
this.glAccountData = this.glAccountOptions.equityAccountOptions;
|
||||
break;
|
||||
}
|
||||
this.glAccountData = accountOptionsForActivity(
|
||||
this.financialActivityData,
|
||||
financialActivityId,
|
||||
this.glAccountOptions
|
||||
);
|
||||
});
|
||||
}
|
||||
|
||||
|
||||
+6
-15
@@ -16,6 +16,7 @@ import { AccountingService } from '../../accounting.service';
|
||||
import { GLAccount } from 'app/shared/models/general.model';
|
||||
import { GlAccountSelectorComponent } from '../../../shared/accounting/gl-account-selector/gl-account-selector.component';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { accountOptionsForActivity } from '../financial-activity-account-options';
|
||||
|
||||
/**
|
||||
* Edit financial activity mapping component.
|
||||
@@ -98,21 +99,11 @@ export class EditFinancialActivityMappingComponent implements OnInit {
|
||||
*/
|
||||
setGLAccountData() {
|
||||
this.financialActivityMappingForm.get('financialActivityId').valueChanges.subscribe((financialActivityId) => {
|
||||
switch (financialActivityId) {
|
||||
case 100:
|
||||
case 101:
|
||||
case 102:
|
||||
case 103:
|
||||
this.glAccountData = this.glAccountOptions.assetAccountOptions;
|
||||
break;
|
||||
case 200:
|
||||
case 201:
|
||||
this.glAccountData = this.glAccountOptions.liabilityAccountOptions;
|
||||
break;
|
||||
case 300:
|
||||
this.glAccountData = this.glAccountOptions.equityAccountOptions;
|
||||
break;
|
||||
}
|
||||
this.glAccountData = accountOptionsForActivity(
|
||||
this.financialActivityData,
|
||||
financialActivityId,
|
||||
this.glAccountOptions
|
||||
);
|
||||
});
|
||||
}
|
||||
|
||||
|
||||
@@ -0,0 +1,38 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/**
|
||||
* The GL accounts a financial activity may be mapped to.
|
||||
*
|
||||
* The activity itself says which kind of account it needs — the template returns `mappedGLAccountType` on every
|
||||
* option — so the answer is read from the activity rather than worked out from its id. The screens used to switch on
|
||||
* the id instead, listing the ones they knew:
|
||||
*
|
||||
* case 100, 101, 102, 103 → asset
|
||||
* case 200, 201 → liability
|
||||
* case 300 → equity
|
||||
*
|
||||
* Every activity added since fell through that switch and left the account dropdown empty, which is how dividendPaid
|
||||
* (202), reserveForDividend (301), distributableProfit (302), retainedProfit (303) and dividendRoundOff (304) became
|
||||
* unmappable — the screen offered no accounts and gave no reason. A list keyed on ids has to be extended by hand for
|
||||
* each new activity, and is silently wrong until someone notices; asking the activity what it needs cannot fall out
|
||||
* of step with the backend.
|
||||
*
|
||||
* @param activities the template's financialActivityOptions
|
||||
* @param activityId the activity the user picked
|
||||
* @param glAccountOptions the template's glAccountOptions, keyed assetAccountOptions / liabilityAccountOptions / …
|
||||
*/
|
||||
export function accountOptionsForActivity(activities: any[], activityId: number, glAccountOptions: any): any[] {
|
||||
const activity = (activities || []).find((a) => a?.id === activityId);
|
||||
const accountType = activity?.mappedGLAccountType;
|
||||
if (!accountType || !glAccountOptions) {
|
||||
return [];
|
||||
}
|
||||
// ASSET → assetAccountOptions, and so on for LIABILITY, EQUITY, INCOME and EXPENSE.
|
||||
return glAccountOptions[`${accountType.toLowerCase()}AccountOptions`] ?? [];
|
||||
}
|
||||
@@ -11,6 +11,14 @@ import { Routes, RouterModule } from '@angular/router';
|
||||
|
||||
import { Route } from '../core/route/route.service';
|
||||
import { AccountsListComponent } from './accounts-list/accounts-list.component';
|
||||
import { PartyMasterComponent } from '../deposits/party-master/party-master.component';
|
||||
import { CreatePartyComponent } from '../deposits/party-master/create-party/create-party.component';
|
||||
import { DueForClosureComponent } from '../deposits/party-master/due-for-closure/due-for-closure.component';
|
||||
import { DailyTransactionEntryComponent } from '../deposits/daily-transaction-entry/daily-transaction-entry.component';
|
||||
import { DdsReportsComponent } from '../deposits/dds-reports/dds-reports.component';
|
||||
import { ReportViewerComponent } from '../deposits/dds-reports/report-viewer/report-viewer.component';
|
||||
import { DdsAccountsComponent } from '../deposits/dds-accounts/dds-accounts.component';
|
||||
import { DdsAccountViewComponent } from '../deposits/dds-accounts/dds-account-view/dds-account-view.component';
|
||||
|
||||
const routes: Routes = [
|
||||
Route.withShell([
|
||||
@@ -41,6 +49,59 @@ const routes: Routes = [
|
||||
title: 'Recurring Deposit Accounts',
|
||||
breadcrumb: 'Recurring Deposit Accounts'
|
||||
}
|
||||
},
|
||||
{
|
||||
path: 'dds',
|
||||
data: { title: 'Daily Deposit Scheme — Party Master', breadcrumb: 'Party Master' },
|
||||
children: [
|
||||
{ path: '', component: PartyMasterComponent },
|
||||
{
|
||||
path: 'create',
|
||||
component: CreatePartyComponent,
|
||||
data: { title: 'Create Party', breadcrumb: 'Create' }
|
||||
},
|
||||
{
|
||||
// Ahead of the :partyId routes, so "dueforclosure" is not read as a party id.
|
||||
path: 'dueforclosure',
|
||||
component: DueForClosureComponent,
|
||||
data: { title: 'Accounts Due for Closure', breadcrumb: 'Due for Closure' }
|
||||
},
|
||||
{
|
||||
path: ':partyId/edit',
|
||||
component: CreatePartyComponent,
|
||||
data: { title: 'Edit Party', breadcrumb: 'Edit' }
|
||||
}
|
||||
]
|
||||
},
|
||||
{
|
||||
// The DDS accounts listed like Savings Accounts, each opening onto its transactions.
|
||||
path: 'dds-accounts',
|
||||
data: { title: 'DDS Accounts', breadcrumb: 'DDS Accounts' },
|
||||
children: [
|
||||
{ path: '', component: DdsAccountsComponent },
|
||||
{
|
||||
path: ':partyId',
|
||||
component: DdsAccountViewComponent,
|
||||
data: { title: 'DDS Account', breadcrumb: 'Account', routeParamBreadcrumb: false }
|
||||
}
|
||||
]
|
||||
},
|
||||
{
|
||||
path: 'dds-collection',
|
||||
component: DailyTransactionEntryComponent,
|
||||
data: { title: 'Daily Transaction Entry', breadcrumb: 'Daily Transaction Entry' }
|
||||
},
|
||||
{
|
||||
path: 'dds-reports',
|
||||
data: { title: 'DDS Reports', breadcrumb: 'DDS Reports' },
|
||||
children: [
|
||||
{ path: '', component: DdsReportsComponent },
|
||||
{
|
||||
path: 'view/:reportName',
|
||||
component: ReportViewerComponent,
|
||||
data: { title: 'DDS Report', breadcrumb: 'reportName', routeParamBreadcrumb: 'reportName' }
|
||||
}
|
||||
]
|
||||
}
|
||||
]
|
||||
}
|
||||
|
||||
@@ -34,6 +34,17 @@ export class AmlService {
|
||||
return this.http.post(`/aml/alerts/${alertId}/review`, { disposition, notes });
|
||||
}
|
||||
|
||||
/**
|
||||
* Decides named rules within one alert, leaving its other rules open.
|
||||
*
|
||||
* <p>
|
||||
* The alert's own status follows from what is left undecided, so it is not sent: whitelisting five of six rules
|
||||
* leaves the alert open on the sixth.
|
||||
*/
|
||||
reviewAlertRules(alertId: number, ruleCodes: string[], disposition: string, notes: string): Observable<any> {
|
||||
return this.http.post(`/aml/alerts/${alertId}/review`, { disposition, notes, ruleCodes });
|
||||
}
|
||||
|
||||
// ═══ Recurring-alert review queue ═══
|
||||
|
||||
/**
|
||||
@@ -141,4 +152,38 @@ export class AmlService {
|
||||
getRiskCategoryHistory(clientId: number): Observable<any[]> {
|
||||
return this.http.get<any[]>(`/clients/${clientId}/risk-category-history`);
|
||||
}
|
||||
|
||||
// ═══ Risk-category changes (maker-checker) ═══
|
||||
//
|
||||
// The rating decides how often a customer is re-KYC'd and what AML thresholds apply to them, so
|
||||
// it moves only once a checker agrees rather than on one officer's say-so.
|
||||
|
||||
/** @param requestedCategory 1 Low, 2 Medium, 3 High */
|
||||
requestRiskChange(clientId: number, requestedCategory: number, reason: string): Observable<any> {
|
||||
return this.http.post('/aml/risk-change-requests', { clientId, requestedCategory, reason });
|
||||
}
|
||||
|
||||
getRiskChangeRequests(status?: string): Observable<any[]> {
|
||||
const params = status ? new HttpParams().set('status', status) : undefined;
|
||||
return this.http.get<any[]>('/aml/risk-change-requests', { params });
|
||||
}
|
||||
|
||||
approveRiskChange(requestId: number): Observable<any> {
|
||||
return this.http.post(`/aml/risk-change-requests/${requestId}/approve`, {});
|
||||
}
|
||||
|
||||
rejectRiskChange(requestId: number, rejectionReason: string): Observable<any> {
|
||||
return this.http.post(`/aml/risk-change-requests/${requestId}/reject`, { rejectionReason });
|
||||
}
|
||||
|
||||
/**
|
||||
* The latest behaviour window for each customer, as the nightly job computed it.
|
||||
*
|
||||
* One row per customer carrying the review period's figures and the rating they suggest. The Risk Review report
|
||||
* prefers these over its own per-alert reckoning, because a rating describes a period rather than the handful of
|
||||
* transactions that happened to trip a rule.
|
||||
*/
|
||||
getBehaviourWindows(): Observable<any[]> {
|
||||
return this.http.get<any[]>('/risk-review/behaviour-windows');
|
||||
}
|
||||
}
|
||||
|
||||
@@ -37,6 +37,7 @@ import { GroupsModule } from './groups/groups.module';
|
||||
import { CentersModule } from './centers/centers.module';
|
||||
import { AccountingModule } from './accounting/accounting.module';
|
||||
import { ChequeBookModule } from './chequebook/chequebook.module';
|
||||
import { LockerModule } from './locker/locker.module';
|
||||
import { CtsClearingModule } from './ctsclearing/ctsclearing.module';
|
||||
import { NachClearingModule } from './nachclearing/nachclearing.module';
|
||||
import { SystemModule } from './system/system.module';
|
||||
@@ -154,6 +155,7 @@ export function HttpLoaderFactory(http: HttpClient) {
|
||||
CentersModule,
|
||||
AccountingModule,
|
||||
ChequeBookModule,
|
||||
LockerModule,
|
||||
CtsClearingModule,
|
||||
NachClearingModule,
|
||||
SystemModule,
|
||||
|
||||
@@ -0,0 +1,147 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
<div class="bor-root">
|
||||
<div class="bor-head">
|
||||
<div class="bor-head-left">
|
||||
<fa-icon icon="gavel" class="bor-head-ic"></fa-icon>
|
||||
<div>
|
||||
<h2 class="bor-head-t">Board of Resolution Register — Share Capital</h2>
|
||||
<p class="bor-head-s">
|
||||
Every share account with the board resolution that authorised the allotment. Accounts with no resolution on
|
||||
record sort to the top.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<button class="bor-btn bor-btn--xls" type="button" [disabled]="exporting || !filtered.length" (click)="exportExcel()">
|
||||
<fa-icon icon="file-excel"></fa-icon>
|
||||
{{ exporting ? 'Exporting…' : 'Export' }}
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (loading) {
|
||||
<div class="bor-note">Loading the register…</div>
|
||||
} @else if (loadError) {
|
||||
<div class="bor-note bor-note--warn"><fa-icon icon="exclamation-triangle"></fa-icon> {{ loadError }}</div>
|
||||
}
|
||||
|
||||
@if (!loading && !loadError) {
|
||||
<!-- Counted over the whole register, not the filtered view: it is a standing figure the
|
||||
secretary acts on, and hiding it behind a filter would hide the problem. -->
|
||||
@if (missingResolutionCount > 0) {
|
||||
<div class="bor-note bor-note--warn">
|
||||
<fa-icon icon="exclamation-triangle"></fa-icon>
|
||||
{{ missingResolutionCount }} share account{{ missingResolutionCount === 1 ? '' : 's' }} carr{{
|
||||
missingResolutionCount === 1 ? 'ies' : 'y'
|
||||
}}
|
||||
no resolution number. Share capital allotted without a board resolution cannot be evidenced to the Registrar.
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="bor-kpis">
|
||||
<div class="bor-kpi">
|
||||
<div class="bor-kpi-n">{{ filtered.length | number }}</div>
|
||||
<div class="bor-kpi-l">Share Accounts</div>
|
||||
</div>
|
||||
<div class="bor-kpi bor-kpi--blue">
|
||||
<div class="bor-kpi-n">{{ distinctResolutions | number }}</div>
|
||||
<div class="bor-kpi-l">Resolutions</div>
|
||||
</div>
|
||||
<div class="bor-kpi bor-kpi--green">
|
||||
<div class="bor-kpi-n">{{ totalShares | number }}</div>
|
||||
<div class="bor-kpi-l">Shares Allotted</div>
|
||||
</div>
|
||||
<div class="bor-kpi bor-kpi--amber">
|
||||
<div class="bor-kpi-n">₹{{ totalValue | number: '1.0-0' }}</div>
|
||||
<div class="bor-kpi-l">Share Value</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="bor-filters">
|
||||
<div class="bor-filter">
|
||||
<label>Resolution No.</label>
|
||||
<input class="bor-inp" type="text" [(ngModel)]="filterResolution" placeholder="e.g. BOR/2026-27/001" />
|
||||
</div>
|
||||
<div class="bor-filter">
|
||||
<label>Branch</label>
|
||||
<select class="bor-inp" [(ngModel)]="filterBranch">
|
||||
<option value="">All branches</option>
|
||||
@for (b of branches; track b) {
|
||||
<option [value]="b">{{ b }}</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="bor-filter">
|
||||
<label>Status</label>
|
||||
<select class="bor-inp" [(ngModel)]="filterStatus">
|
||||
<option [ngValue]="''">Any status</option>
|
||||
@for (s of statuses; track s) {
|
||||
<option [ngValue]="s">{{ statusText(s) }}</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="bor-filter bor-filter--grow">
|
||||
<label>Search</label>
|
||||
<input class="bor-inp" type="text" [(ngModel)]="search" placeholder="Member name, share A/c or CIF…" />
|
||||
</div>
|
||||
<label class="bor-check">
|
||||
<input type="checkbox" [(ngModel)]="missingOnly" />
|
||||
No resolution only
|
||||
</label>
|
||||
<button class="bor-btn" type="button" (click)="resetFilters()"><fa-icon icon="undo"></fa-icon> Reset</button>
|
||||
</div>
|
||||
|
||||
<div class="bor-table-wrap">
|
||||
<table class="bor-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Resolution No.</th>
|
||||
<th>Resolution Date</th>
|
||||
<th>Share A/c No.</th>
|
||||
<th>CIF No.</th>
|
||||
<th>Member Name</th>
|
||||
<th>Branch</th>
|
||||
<th>Product</th>
|
||||
<th class="num">Shares</th>
|
||||
<th class="num">Share Value</th>
|
||||
<th class="num">Tranches</th>
|
||||
<th>Status</th>
|
||||
<th>Activated On</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (r of filtered; track r.shareAccountId) {
|
||||
<tr [class.bor-row--missing]="!r.resolutionNumber">
|
||||
<td>
|
||||
@if (r.resolutionNumber) {
|
||||
<strong class="bor-res">{{ r.resolutionNumber }}</strong>
|
||||
} @else {
|
||||
<span class="bor-missing">Not recorded</span>
|
||||
}
|
||||
</td>
|
||||
<td class="mono">{{ r.resolutionDate || '—' }}</td>
|
||||
<td class="mono">{{ r.accountNo }}</td>
|
||||
<td class="mono">{{ r.cifNumber || '—' }}</td>
|
||||
<td>{{ r.clientName }}</td>
|
||||
<td>{{ r.officeName || '—' }}</td>
|
||||
<td>{{ r.productName || '—' }}</td>
|
||||
<td class="num">{{ r.approvedShares | number }}</td>
|
||||
<td class="num strong">{{ r.shareValue | number: '1.2-2' }}</td>
|
||||
<td class="num">{{ r.trancheCount }}</td>
|
||||
<td><span [class]="statusClass(r.statusEnum)">{{ statusText(r.statusEnum) }}</span></td>
|
||||
<td class="mono">{{ r.activatedDate || '—' }}</td>
|
||||
</tr>
|
||||
} @empty {
|
||||
<tr>
|
||||
<td colspan="12" class="bor-empty">No share account matches the filters.</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,313 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
.bor-root {
|
||||
padding: 20px 24px 40px;
|
||||
background: #f8fafc;
|
||||
min-height: 100%;
|
||||
}
|
||||
|
||||
.bor-head {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
justify-content: space-between;
|
||||
gap: 16px;
|
||||
margin-bottom: 18px;
|
||||
}
|
||||
|
||||
.bor-head-left {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.bor-head-ic {
|
||||
font-size: 26px;
|
||||
color: #0f4f3c;
|
||||
margin-top: 2px;
|
||||
}
|
||||
|
||||
.bor-head-t {
|
||||
margin: 0 0 3px;
|
||||
font-size: 20px;
|
||||
font-weight: 700;
|
||||
color: #1e293b;
|
||||
}
|
||||
|
||||
.bor-head-s {
|
||||
margin: 0;
|
||||
max-width: 780px;
|
||||
font-size: 13px;
|
||||
line-height: 1.5;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
.bor-note {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 9px;
|
||||
padding: 11px 14px;
|
||||
margin-bottom: 14px;
|
||||
border: 1px solid #bfdbfe;
|
||||
border-radius: 9px;
|
||||
background: #eff6ff;
|
||||
color: #1e3a8a;
|
||||
font-size: 12.5px;
|
||||
line-height: 1.55;
|
||||
|
||||
fa-icon {
|
||||
flex: 0 0 auto;
|
||||
margin-top: 1px;
|
||||
}
|
||||
|
||||
/* An allotment with no resolution behind it is the finding, not a detail. */
|
||||
&--warn {
|
||||
border-color: #fde68a;
|
||||
background: #fffbeb;
|
||||
color: #92400e;
|
||||
|
||||
fa-icon {
|
||||
color: #d97706;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.bor-kpis {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(auto-fit, minmax(180px, 1fr));
|
||||
gap: 12px;
|
||||
margin-bottom: 16px;
|
||||
}
|
||||
|
||||
.bor-kpi {
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-left: 4px solid #0f4f3c;
|
||||
border-radius: 11px;
|
||||
padding: 12px 16px;
|
||||
|
||||
&--blue {
|
||||
border-left-color: #2563eb;
|
||||
}
|
||||
|
||||
&--green {
|
||||
border-left-color: #15803d;
|
||||
}
|
||||
|
||||
&--amber {
|
||||
border-left-color: #d97706;
|
||||
}
|
||||
}
|
||||
|
||||
.bor-kpi-n {
|
||||
font-size: 22px;
|
||||
font-weight: 700;
|
||||
color: #1e293b;
|
||||
line-height: 1.2;
|
||||
}
|
||||
|
||||
.bor-kpi-l {
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
margin-top: 2px;
|
||||
}
|
||||
|
||||
.bor-filters {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
align-items: flex-end;
|
||||
gap: 12px;
|
||||
padding: 14px 16px;
|
||||
margin-bottom: 14px;
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 11px;
|
||||
}
|
||||
|
||||
.bor-filter {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
|
||||
label {
|
||||
font-size: 10.5px;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.04em;
|
||||
text-transform: uppercase;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
&--grow {
|
||||
flex: 1 1 240px;
|
||||
}
|
||||
}
|
||||
|
||||
.bor-inp {
|
||||
height: 34px;
|
||||
min-width: 170px;
|
||||
padding: 0 10px;
|
||||
border: 1px solid #cbd5e1;
|
||||
border-radius: 7px;
|
||||
font: inherit;
|
||||
font-size: 13px;
|
||||
color: #1e293b;
|
||||
background: #fff;
|
||||
|
||||
&:focus {
|
||||
outline: 2px solid #2563eb;
|
||||
outline-offset: -1px;
|
||||
}
|
||||
}
|
||||
|
||||
.bor-check {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
height: 34px;
|
||||
font-size: 12.5px;
|
||||
color: #334155;
|
||||
cursor: pointer;
|
||||
}
|
||||
|
||||
.bor-btn {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 7px;
|
||||
height: 34px;
|
||||
padding: 0 14px;
|
||||
border: 1px solid #cbd5e1;
|
||||
border-radius: 7px;
|
||||
background: #fff;
|
||||
font: inherit;
|
||||
font-size: 12.5px;
|
||||
font-weight: 600;
|
||||
color: #334155;
|
||||
cursor: pointer;
|
||||
|
||||
&:hover:not(:disabled) {
|
||||
background: #f1f5f9;
|
||||
}
|
||||
|
||||
&:disabled {
|
||||
opacity: 0.55;
|
||||
cursor: default;
|
||||
}
|
||||
|
||||
&--xls {
|
||||
border-color: #15803d;
|
||||
background: #16a34a;
|
||||
color: #fff;
|
||||
|
||||
&:hover:not(:disabled) {
|
||||
background: #15803d;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.bor-table-wrap {
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 11px;
|
||||
overflow-x: auto;
|
||||
}
|
||||
|
||||
.bor-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 12.5px;
|
||||
|
||||
th {
|
||||
text-align: left;
|
||||
padding: 10px;
|
||||
background: #f1f5f9;
|
||||
font-size: 10.5px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
color: #475569;
|
||||
white-space: nowrap;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 11px 10px;
|
||||
border-bottom: 1px solid #f1f5f9;
|
||||
vertical-align: middle;
|
||||
color: #334155;
|
||||
}
|
||||
|
||||
.num {
|
||||
text-align: right;
|
||||
font-family: 'DM Mono', monospace;
|
||||
}
|
||||
|
||||
.mono {
|
||||
font-family: 'DM Mono', monospace;
|
||||
}
|
||||
|
||||
.strong {
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
tbody tr:hover {
|
||||
background: #f8fafc;
|
||||
}
|
||||
}
|
||||
|
||||
/* The row an auditor is looking for, marked in the table as well as counted above it. */
|
||||
.bor-row--missing {
|
||||
background: #fffbeb;
|
||||
}
|
||||
|
||||
.bor-res {
|
||||
color: #0f4f3c;
|
||||
font-family: 'DM Mono', monospace;
|
||||
}
|
||||
|
||||
.bor-missing {
|
||||
display: inline-block;
|
||||
padding: 2px 8px;
|
||||
border-radius: 999px;
|
||||
background: #fef3c7;
|
||||
color: #92400e;
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
.bor-status {
|
||||
display: inline-block;
|
||||
padding: 2px 9px;
|
||||
border-radius: 999px;
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
background: #f1f5f9;
|
||||
color: #475569;
|
||||
|
||||
&--active {
|
||||
background: #dcfce7;
|
||||
color: #15803d;
|
||||
}
|
||||
|
||||
&--submitted,
|
||||
&--approved {
|
||||
background: #fef3c7;
|
||||
color: #b45309;
|
||||
}
|
||||
|
||||
&--rejected,
|
||||
&--closed {
|
||||
background: #fee2e2;
|
||||
color: #b91c1c;
|
||||
}
|
||||
}
|
||||
|
||||
.bor-empty {
|
||||
padding: 30px;
|
||||
text-align: center;
|
||||
color: #94a3b8;
|
||||
}
|
||||
@@ -0,0 +1,221 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
import { exportWorkbook } from '../cashier/cashier-export';
|
||||
import { BorRegisterRow, BorReportService } from './bor-report.service';
|
||||
|
||||
/** m_share_account.status_enum, as the register labels it. */
|
||||
const STATUS_LABEL: Record<number, string> = {
|
||||
100: 'Submitted',
|
||||
200: 'Approved',
|
||||
300: 'Active',
|
||||
400: 'Rejected',
|
||||
500: 'Closed',
|
||||
600: 'Inactive'
|
||||
};
|
||||
|
||||
/**
|
||||
* The Board of Resolution register for share capital.
|
||||
*
|
||||
* A co-operative allots shares only under a board resolution, and this is the list the Registrar or
|
||||
* an auditor asks for: every member's holding against the resolution that authorised it. The
|
||||
* account with no resolution recorded is the point of the register, so it sorts to the top and is
|
||||
* counted on its own rather than being left to be noticed.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-bor-report',
|
||||
templateUrl: './bor-report.component.html',
|
||||
styleUrls: ['./bor-report.component.scss'],
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
FaIconComponent,
|
||||
FormsModule
|
||||
]
|
||||
})
|
||||
export class BorReportComponent implements OnInit {
|
||||
private borService = inject(BorReportService);
|
||||
|
||||
readonly statusLabel = STATUS_LABEL;
|
||||
|
||||
rows: BorRegisterRow[] = [];
|
||||
loading = false;
|
||||
loadError = '';
|
||||
|
||||
/** '' = every status. */
|
||||
filterStatus: number | '' = '';
|
||||
filterBranch = '';
|
||||
filterResolution = '';
|
||||
search = '';
|
||||
/** Only the accounts with no resolution on file — the ones that need chasing. */
|
||||
missingOnly = false;
|
||||
|
||||
exporting = false;
|
||||
|
||||
ngOnInit(): void {
|
||||
this.load();
|
||||
}
|
||||
|
||||
load(): void {
|
||||
this.loading = true;
|
||||
this.loadError = '';
|
||||
this.borService.getRegister().subscribe({
|
||||
next: (rows) => {
|
||||
this.loading = false;
|
||||
this.rows = rows;
|
||||
},
|
||||
error: (err: any) => {
|
||||
this.loading = false;
|
||||
this.rows = [];
|
||||
this.loadError = err?.error?.defaultUserMessage || 'Could not load the BOR register.';
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** Branches present in the data, so the filter offers only what can actually be selected. */
|
||||
get branches(): string[] {
|
||||
return [...new Set(this.rows.map((r) => r.officeName).filter(Boolean))].sort();
|
||||
}
|
||||
|
||||
get statuses(): number[] {
|
||||
return [...new Set(this.rows.map((r) => r.statusEnum))].sort((a, b) => a - b);
|
||||
}
|
||||
|
||||
get filtered(): BorRegisterRow[] {
|
||||
const needle = this.search.trim().toLowerCase();
|
||||
const resolutionNeedle = this.filterResolution.trim().toLowerCase();
|
||||
return this.rows.filter((r) => {
|
||||
if (this.filterStatus !== '' && r.statusEnum !== this.filterStatus) {
|
||||
return false;
|
||||
}
|
||||
if (this.filterBranch && r.officeName !== this.filterBranch) {
|
||||
return false;
|
||||
}
|
||||
if (this.missingOnly && r.resolutionNumber) {
|
||||
return false;
|
||||
}
|
||||
if (resolutionNeedle && !r.resolutionNumber.toLowerCase().includes(resolutionNeedle)) {
|
||||
return false;
|
||||
}
|
||||
if (
|
||||
needle &&
|
||||
!(
|
||||
r.clientName.toLowerCase().includes(needle) ||
|
||||
r.accountNo.toLowerCase().includes(needle) ||
|
||||
r.cifNumber.toLowerCase().includes(needle)
|
||||
)
|
||||
) {
|
||||
return false;
|
||||
}
|
||||
return true;
|
||||
});
|
||||
}
|
||||
|
||||
get totalShares(): number {
|
||||
return this.filtered.reduce((s, r) => s + r.approvedShares, 0);
|
||||
}
|
||||
|
||||
get totalValue(): number {
|
||||
return this.filtered.reduce((s, r) => s + r.shareValue, 0);
|
||||
}
|
||||
|
||||
/** How many resolutions the filtered holdings were authorised under. */
|
||||
get distinctResolutions(): number {
|
||||
return new Set(this.filtered.map((r) => r.resolutionNumber).filter(Boolean)).size;
|
||||
}
|
||||
|
||||
get missingResolutionCount(): number {
|
||||
return this.rows.filter((r) => !r.resolutionNumber).length;
|
||||
}
|
||||
|
||||
statusText(statusEnum: number): string {
|
||||
return STATUS_LABEL[statusEnum] || '—';
|
||||
}
|
||||
|
||||
statusClass(statusEnum: number): string {
|
||||
return 'bor-status bor-status--' + (STATUS_LABEL[statusEnum] || 'unknown').toLowerCase();
|
||||
}
|
||||
|
||||
resetFilters(): void {
|
||||
this.filterStatus = '';
|
||||
this.filterBranch = '';
|
||||
this.filterResolution = '';
|
||||
this.search = '';
|
||||
this.missingOnly = false;
|
||||
}
|
||||
|
||||
async exportExcel(): Promise<void> {
|
||||
this.exporting = true;
|
||||
try {
|
||||
const rows = this.filtered;
|
||||
await exportWorkbook(
|
||||
[
|
||||
{
|
||||
sheetName: 'BOR Register',
|
||||
title: 'Board of Resolution Register — Share Capital',
|
||||
subtitle: `${rows.length} share account(s) · ${this.distinctResolutions} resolution(s) · ${this.totalShares} shares`,
|
||||
headers: [
|
||||
'Resolution No.',
|
||||
'Resolution Date',
|
||||
'Share A/c No.',
|
||||
'CIF No.',
|
||||
'Member Name',
|
||||
'Branch',
|
||||
'Product',
|
||||
'Shares',
|
||||
'Unit Price',
|
||||
'Share Value',
|
||||
'Tranches',
|
||||
'Status',
|
||||
'Activated On'
|
||||
],
|
||||
widths: [
|
||||
20,
|
||||
16,
|
||||
18,
|
||||
16,
|
||||
30,
|
||||
18,
|
||||
18,
|
||||
10,
|
||||
12,
|
||||
14,
|
||||
10,
|
||||
12,
|
||||
14
|
||||
],
|
||||
rows: rows.map((r) => [
|
||||
// Named rather than left blank, because an empty cell in a filing reads as an
|
||||
// oversight in the export rather than a gap in the register.
|
||||
r.resolutionNumber || 'NOT RECORDED',
|
||||
r.resolutionDate || '—',
|
||||
r.accountNo,
|
||||
r.cifNumber,
|
||||
r.clientName,
|
||||
r.officeName,
|
||||
r.productName,
|
||||
r.approvedShares,
|
||||
r.unitPrice,
|
||||
r.shareValue,
|
||||
r.trancheCount,
|
||||
this.statusText(r.statusEnum),
|
||||
r.activatedDate || '—'
|
||||
])
|
||||
}
|
||||
],
|
||||
'BOR-Register'
|
||||
);
|
||||
} finally {
|
||||
this.exporting = false;
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,94 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Injectable, inject } from '@angular/core';
|
||||
import { HttpClient, HttpParams } from '@angular/common/http';
|
||||
import { Observable, map } from 'rxjs';
|
||||
|
||||
/** Custom Helpers */
|
||||
import { toIsoDate } from '../core/utils/api-date';
|
||||
|
||||
/** One share account and the board resolution that authorised it. */
|
||||
export interface BorRegisterRow {
|
||||
shareAccountId: number;
|
||||
accountNo: string;
|
||||
clientId: number;
|
||||
cifNumber: string;
|
||||
clientName: string;
|
||||
officeId: number | null;
|
||||
officeName: string;
|
||||
productName: string;
|
||||
currencyCode: string;
|
||||
statusEnum: number;
|
||||
approvedShares: number;
|
||||
pendingShares: number;
|
||||
unitPrice: number;
|
||||
shareValue: number;
|
||||
resolutionNumber: string;
|
||||
/** ISO date, or '' where no meeting date was ever recorded against the allotment. */
|
||||
resolutionDate: string;
|
||||
/** How many purchase tranches make up the holding. */
|
||||
trancheCount: number;
|
||||
submittedDate: string;
|
||||
approvedDate: string;
|
||||
activatedDate: string;
|
||||
closedDate: string;
|
||||
}
|
||||
|
||||
/**
|
||||
* The BOR register.
|
||||
*
|
||||
* One call returns every account with its resolution. The share allotment report next door fetches
|
||||
* each account separately and stops at two hundred, which is a limit on a register rather than on a
|
||||
* page of one.
|
||||
*/
|
||||
@Injectable({ providedIn: 'root' })
|
||||
export class BorReportService {
|
||||
private http = inject(HttpClient);
|
||||
|
||||
getRegister(status?: number, officeId?: number): Observable<BorRegisterRow[]> {
|
||||
let params = new HttpParams();
|
||||
if (status != null) {
|
||||
params = params.set('status', String(status));
|
||||
}
|
||||
if (officeId != null) {
|
||||
params = params.set('officeId', String(officeId));
|
||||
}
|
||||
return this.http
|
||||
.get<any[]>('/shareaccounts/bor-register', { params })
|
||||
.pipe(map((rows) => (rows || []).map((r) => this.toRow(r))));
|
||||
}
|
||||
|
||||
/** Dates arrive as [y, M, d] arrays; flattened to ISO so they sort and filter as strings. */
|
||||
private toRow(r: any): BorRegisterRow {
|
||||
return {
|
||||
shareAccountId: r.shareAccountId,
|
||||
accountNo: r.accountNo || '',
|
||||
clientId: r.clientId,
|
||||
cifNumber: r.cifNumber || '',
|
||||
clientName: r.clientName || '',
|
||||
officeId: r.officeId ?? null,
|
||||
officeName: r.officeName || '',
|
||||
productName: r.productName || '',
|
||||
currencyCode: r.currencyCode || 'INR',
|
||||
statusEnum: Number(r.statusEnum) || 0,
|
||||
approvedShares: Number(r.approvedShares) || 0,
|
||||
pendingShares: Number(r.pendingShares) || 0,
|
||||
unitPrice: Number(r.unitPrice) || 0,
|
||||
shareValue: Number(r.shareValue) || 0,
|
||||
resolutionNumber: (r.resolutionNumber || '').trim(),
|
||||
resolutionDate: toIsoDate(r.resolutionDate),
|
||||
trancheCount: Number(r.trancheCount) || 0,
|
||||
submittedDate: toIsoDate(r.submittedDate),
|
||||
approvedDate: toIsoDate(r.approvedDate),
|
||||
activatedDate: toIsoDate(r.activatedDate),
|
||||
closedDate: toIsoDate(r.closedDate)
|
||||
};
|
||||
}
|
||||
}
|
||||
@@ -26,7 +26,6 @@ import { VaultPositionComponent } from './vault-position/vault-position.componen
|
||||
import { AccountRegisterComponent } from './account-register/account-register.component';
|
||||
import { ClosingCashReportComponent } from './closing-cash-report/closing-cash-report.component';
|
||||
import { ExcessTransactionReportComponent } from './excess-transaction-report/excess-transaction-report.component';
|
||||
import { ShareCollectionComponent } from './share-collection/share-collection.component';
|
||||
|
||||
const routes: Routes = [
|
||||
Route.withShell([
|
||||
@@ -345,11 +344,6 @@ const routes: Routes = [
|
||||
component: ExcessTransactionReportComponent,
|
||||
data: { title: 'Excess Transaction Report', breadcrumb: 'Excess Transaction Report' }
|
||||
},
|
||||
{
|
||||
path: 'share-collection',
|
||||
component: ShareCollectionComponent,
|
||||
data: { title: 'Share Collection', breadcrumb: 'Share Collection' }
|
||||
},
|
||||
{
|
||||
path: 'transaction-entry',
|
||||
canActivate: [CashierOnlyGuard],
|
||||
|
||||
@@ -20,7 +20,6 @@ import { ReconciliationComponent } from './reconciliation/reconciliation.compone
|
||||
import { CashHistoryComponent } from './cash-history/cash-history.component';
|
||||
import { ClosingCashReportComponent } from './closing-cash-report/closing-cash-report.component';
|
||||
import { ExcessTransactionReportComponent } from './excess-transaction-report/excess-transaction-report.component';
|
||||
import { ShareCollectionComponent } from './share-collection/share-collection.component';
|
||||
|
||||
@NgModule({
|
||||
imports: [
|
||||
@@ -35,8 +34,7 @@ import { ShareCollectionComponent } from './share-collection/share-collection.co
|
||||
ReconciliationComponent,
|
||||
CashHistoryComponent,
|
||||
ClosingCashReportComponent,
|
||||
ExcessTransactionReportComponent,
|
||||
ShareCollectionComponent
|
||||
ExcessTransactionReportComponent
|
||||
]
|
||||
})
|
||||
export class CashierModule {}
|
||||
|
||||
@@ -178,6 +178,13 @@ export class CashierService {
|
||||
return this.http.get('/vouchers/my-work', { params });
|
||||
}
|
||||
|
||||
/** One voucher and every debit/credit line it is made of — the full slip behind a summarised
|
||||
* row (a "+2 more" badge in a register only ever shows the first side of each). */
|
||||
voucherDetail(voucherNo: string): Observable<any> {
|
||||
const params = new HttpParams().set('voucherNo', voucherNo);
|
||||
return this.http.get('/vouchers/detail', { params });
|
||||
}
|
||||
|
||||
/**
|
||||
* Account register for one date: what opened and closed that day, each account's balance as it
|
||||
* stood then, and what it holds now.
|
||||
@@ -357,19 +364,6 @@ export class CashierService {
|
||||
return this.http.get<any[]>('/paymenttypes');
|
||||
}
|
||||
|
||||
// ── Share Collection ──
|
||||
getShareAccountForCollection(accountId: string): Observable<any> {
|
||||
return this.http.get(`/accounts/share/${accountId}`);
|
||||
}
|
||||
|
||||
collectSharePayment(data: any): Observable<any> {
|
||||
return this.http.post('/cashier/sharecollection', data);
|
||||
}
|
||||
|
||||
getShareCollectionStatus(shareAccountId: number): Observable<any> {
|
||||
return this.http.get(`/cashier/sharecollection/${shareAccountId}`);
|
||||
}
|
||||
|
||||
/** One unapplied Share Sundry receipt, found by the voucher number the member quotes. */
|
||||
getShareAdvanceByVoucher(voucherNo: string, glAccountNo: string, clientId?: number): Observable<any> {
|
||||
// The voucher travels as a query parameter, not a path segment: numbers are formatted
|
||||
@@ -396,10 +390,18 @@ export class CashierService {
|
||||
return this.http.get('/shareadvancecollection/requirement', { params: { shareAccountId: String(shareAccountId) } });
|
||||
}
|
||||
|
||||
/** Receipts still sitting in Share Sundry, optionally for a single member. */
|
||||
getUnappliedShareAdvances(clientId?: number): Observable<any> {
|
||||
const suffix = clientId ? `?clientId=${clientId}` : '';
|
||||
return this.http.get(`/shareadvancecollection${suffix}`);
|
||||
/**
|
||||
* Everything an Apply screen needs, in one call: `own` is this member's own unapplied receipts,
|
||||
* ready to tick; `rows` is every other Share Collection receipt still available — unclaimed GL
|
||||
* deposits and receipts linked to another member — which attach by voucher instead.
|
||||
*
|
||||
* One request rather than two: both lists come from the same table under the same filters, and
|
||||
* splitting them across endpoints only meant the same rows were fetched twice and, where they
|
||||
* overlapped, drawn twice on the same screen.
|
||||
*/
|
||||
getShareCollectionReceipts(clientId?: number): Observable<any> {
|
||||
const params = clientId ? new HttpParams().set('clientId', String(clientId)) : undefined;
|
||||
return this.http.get('/shareadvancecollection/unattributed', { params });
|
||||
}
|
||||
|
||||
/** Moves a receipt out of Sundry into share capital for an activated account. */
|
||||
@@ -407,6 +409,12 @@ export class CashierService {
|
||||
return this.http.post(`/shareadvancecollection/${collectionId}/apply`, data);
|
||||
}
|
||||
|
||||
/** The receipt's own real Dr/Cr GL legs — never the GL account currently picked in a search box,
|
||||
* which is unrelated screen state that can name a different account than this receipt sits in. */
|
||||
getShareAdvanceGlEntries(collectionId: number): Observable<any> {
|
||||
return this.http.get(`/shareadvancecollection/${collectionId}/gl-entries`);
|
||||
}
|
||||
|
||||
/** Every additional-share tranche awaiting approval, across every share account. */
|
||||
getShareAdditionRequests(): Observable<any> {
|
||||
return this.http.get('/shareadditionrequests');
|
||||
@@ -419,4 +427,14 @@ export class CashierService {
|
||||
getShareAdditionRequest(transactionId: number): Observable<any> {
|
||||
return this.http.get(`/shareadditionrequests/${transactionId}`);
|
||||
}
|
||||
|
||||
/**
|
||||
* Entry Type options for a GL credit (General / Share Collection / DD Issue / …) — the
|
||||
* "GLEntryType" code under Admin > System > Manage Codes, so an admin can add another type later
|
||||
* without a deployment. Empty on failure rather than erroring, since a row missing this dropdown's
|
||||
* options should still be usable for every other field.
|
||||
*/
|
||||
getEntryTypeOptions(): Observable<any[]> {
|
||||
return this.http.get<any[]>('/codes/name/GLEntryType/codevalues').pipe(catchError(() => of([])));
|
||||
}
|
||||
}
|
||||
|
||||
@@ -174,19 +174,24 @@ export class ClosingCashReportComponent implements OnInit {
|
||||
return this.noteRows.reduce((s, r) => s + Number(r.settledOutAmount ?? 0), 0);
|
||||
}
|
||||
|
||||
/**
|
||||
* Summed from each row's own `netCount`, not re-derived from today's legs — a row's `netCount`
|
||||
* already carries forward what a cashier was holding from before today (`openingCount`), for the
|
||||
* force-closed-day/late-settlement case. Recomputing here from only today's vaultIn/deposit/
|
||||
* withdrawal/settledOut dropped that carry-forward and put the Total row back into negative
|
||||
* numbers a cashier had already reconciled.
|
||||
*/
|
||||
get noteNetCount(): number {
|
||||
return this.noteVaultInCount + this.noteDepositCount - this.noteWithdrawalCount - this.noteSettledOutCount;
|
||||
return this.noteRows.reduce((s, r) => s + Number(r.netCount ?? 0), 0);
|
||||
}
|
||||
|
||||
/**
|
||||
* What is left in the drawer in notes: everything that came in, less everything that went out.
|
||||
*
|
||||
* Was deposits minus withdrawals, which is the counter's movement rather than the drawer's
|
||||
* contents — it left out the cash drawn from the vault, so a teller holding a ₹500 note saw a net
|
||||
* of zero and had nothing to count against.
|
||||
* What is left in the drawer in notes: everything that came in, less everything that went out —
|
||||
* including cash carried forward from before today. See `noteNetCount` for why this sums each
|
||||
* row's own `netAmount` rather than re-deriving it from today's legs.
|
||||
*/
|
||||
get noteNetAmount(): number {
|
||||
return this.noteVaultInAmount + this.noteDepositAmount - this.noteWithdrawalAmount - this.noteSettledOutAmount;
|
||||
return this.noteRows.reduce((s, r) => s + Number(r.netAmount ?? 0), 0);
|
||||
}
|
||||
get coinRows(): any[] {
|
||||
return this.rows.filter((r) => r.kind === 'coin');
|
||||
|
||||
@@ -152,9 +152,21 @@
|
||||
<tbody>
|
||||
@for (r of g.rows; track r.voucherNo) {
|
||||
<!-- The left edge repeats the section's own colour, so a row still says which part it
|
||||
is when the heading has scrolled away. -->
|
||||
<tr [class]="'mw-row mw-row--' + r.myRole">
|
||||
<td class="mw-vno">{{ r.voucherNo }}</td>
|
||||
is when the heading has scrolled away. Clicking anywhere on the row opens the full
|
||||
slip -- every line, not just the first debit and first credit this table has room
|
||||
to show. -->
|
||||
<tr
|
||||
[class]="'mw-row mw-row--' + r.myRole"
|
||||
class="mw-row--clickable"
|
||||
(click)="openDetail(r.voucherNo)"
|
||||
[attr.aria-busy]="loadingDetailFor === r.voucherNo"
|
||||
>
|
||||
<td class="mw-vno">
|
||||
{{ r.voucherNo }}
|
||||
@if (loadingDetailFor === r.voucherNo) {
|
||||
<mat-icon class="mw-vno__spinner" inline>hourglass_empty</mat-icon>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
<span class="mw-badge" [class]="'mw-badge--' + (r.side || 'JV')">{{ sideLabel(r.side) }}</span>
|
||||
</td>
|
||||
@@ -171,7 +183,7 @@
|
||||
<span class="mw-acct">{{ r.creditAccount }}</span>
|
||||
}
|
||||
@if (r.extraLines > 0) {
|
||||
<span class="mw-more">+{{ r.extraLines }} more</span>
|
||||
<span class="mw-more" title="Click the row to see every line">+{{ r.extraLines }} more</span>
|
||||
}
|
||||
</td>
|
||||
<td class="num">₹{{ r.amount | number: '1.2-2' }}</td>
|
||||
|
||||
@@ -178,6 +178,21 @@
|
||||
}
|
||||
}
|
||||
|
||||
.mw-row--clickable {
|
||||
cursor: pointer;
|
||||
|
||||
&:hover {
|
||||
background: #f8fafc;
|
||||
}
|
||||
}
|
||||
|
||||
.mw-vno__spinner {
|
||||
margin-left: 4px;
|
||||
font-size: 14px;
|
||||
vertical-align: middle;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
/* One section per part played. The heading carries the section's own count and total, so a maker's
|
||||
tally and a checker's are each readable without adding rows up. */
|
||||
.mw-group {
|
||||
|
||||
@@ -10,8 +10,10 @@ import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { catchError, of } from 'rxjs';
|
||||
import { MatDialog, MatDialogModule } from '@angular/material/dialog';
|
||||
import { catchError, finalize, of } from 'rxjs';
|
||||
import { CashierService } from '../cashier.service';
|
||||
import { VoucherDetailDialogComponent } from './voucher-detail-dialog.component';
|
||||
|
||||
/** What the signed-in user's part in a voucher was. */
|
||||
export type MyRole = 'RAISED' | 'VERIFIED' | 'RAISED_AND_VERIFIED';
|
||||
@@ -72,11 +74,17 @@ interface MyWorkReport {
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatIconModule
|
||||
MatIconModule,
|
||||
MatDialogModule
|
||||
]
|
||||
})
|
||||
export class MyWorkComponent implements OnInit {
|
||||
private service = inject(CashierService);
|
||||
private dialog = inject(MatDialog);
|
||||
|
||||
/** Which voucher's detail is currently being fetched, so the row that was clicked can show its
|
||||
* own spinner instead of a page-wide one for what is a small, single-row lookup. */
|
||||
loadingDetailFor: string | null = null;
|
||||
|
||||
/** Day is the working default; a month is what a close or an audit asks for. */
|
||||
period: 'DAY' | 'MONTH' = 'DAY';
|
||||
@@ -323,6 +331,31 @@ export class MyWorkComponent implements OnInit {
|
||||
return { from: first, to: lastIso };
|
||||
}
|
||||
|
||||
/** Opens the full slip for one voucher — every debit and credit line, not just the first side of
|
||||
* each a table row has room to show. */
|
||||
openDetail(voucherNo: string): void {
|
||||
if (this.loadingDetailFor) {
|
||||
return;
|
||||
}
|
||||
this.loadingDetailFor = voucherNo;
|
||||
this.service
|
||||
.voucherDetail(voucherNo)
|
||||
.pipe(
|
||||
catchError(() => of(null)),
|
||||
finalize(() => (this.loadingDetailFor = null))
|
||||
)
|
||||
.subscribe((detail: any) => {
|
||||
if (!detail) {
|
||||
return;
|
||||
}
|
||||
this.dialog.open(VoucherDetailDialogComponent, {
|
||||
data: { detail },
|
||||
width: '600px',
|
||||
autoFocus: false
|
||||
});
|
||||
});
|
||||
}
|
||||
|
||||
private todayIso(): string {
|
||||
const d = new Date();
|
||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
|
||||
@@ -0,0 +1,320 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { MatDialogModule, MatDialogRef, MAT_DIALOG_DATA } from '@angular/material/dialog';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
|
||||
export interface VoucherDetailDialogData {
|
||||
/** Already-loaded detail from CashierService.voucherDetail() — the caller fetches, this dialog
|
||||
* only renders, so one loading state lives in the row's own click handler rather than being
|
||||
* duplicated inside every dialog that could ever show a voucher. */
|
||||
detail: {
|
||||
voucherNo: string;
|
||||
voucherType: string | null;
|
||||
amount: number | null;
|
||||
branchName: string | null;
|
||||
createdBy: string | null;
|
||||
createdAt: string | null;
|
||||
totalDebit: number;
|
||||
totalCredit: number;
|
||||
balanced: boolean;
|
||||
lines: {
|
||||
lineNo: number;
|
||||
entryType: 'DR' | 'CR';
|
||||
partyName: string | null;
|
||||
accountNo: string | null;
|
||||
amount: number;
|
||||
description: string | null;
|
||||
}[];
|
||||
/** GL entries a native platform command posted for the same underlying event, outside this
|
||||
* voucher entirely — a share redemption's Dr Share Capital / Cr Share Sundry pair, posted at
|
||||
* manager approval, before this voucher's own Dr Sundry / Cr Cash at Vault settlement leg even
|
||||
* exists. Empty for every voucher that already is the whole transaction on its own. */
|
||||
relatedLines: {
|
||||
stage: string;
|
||||
entryType: 'DR' | 'CR';
|
||||
partyName: string | null;
|
||||
accountNo: string | null;
|
||||
amount: number;
|
||||
description: string | null;
|
||||
}[];
|
||||
};
|
||||
}
|
||||
|
||||
/** The full slip behind a summarised register row — every debit and credit line a voucher is
|
||||
* made of, not just the first side of each that a table row has room for. */
|
||||
@Component({
|
||||
selector: 'mifosx-voucher-detail-dialog',
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
MatIconModule
|
||||
],
|
||||
template: `
|
||||
<div class="vd-shell">
|
||||
<div class="vd-header">
|
||||
<div class="vd-header__title">
|
||||
<mat-icon class="vd-icon">receipt_long</mat-icon>
|
||||
<div>
|
||||
<h2>{{ detail.voucherNo }}</h2>
|
||||
<p>{{ detail.voucherType || 'Voucher' }} · {{ detail.branchName || 'Head Office' }}</p>
|
||||
</div>
|
||||
</div>
|
||||
<button mat-icon-button mat-dialog-close aria-label="Close">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="vd-meta">
|
||||
<span
|
||||
>Raised by <strong>{{ detail.createdBy || '—' }}</strong></span
|
||||
>
|
||||
@if (detail.createdAt) {
|
||||
<span>{{ detail.createdAt | date: 'dd MMM yyyy, h:mm a' }}</span>
|
||||
}
|
||||
@if (!detail.balanced) {
|
||||
<span class="vd-unbalanced">
|
||||
<mat-icon inline>warning</mat-icon>
|
||||
Debit and credit do not balance
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
|
||||
<table class="vd-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Side</th>
|
||||
<th>Party</th>
|
||||
<th>Account No.</th>
|
||||
<th class="num">Amount</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (line of detail.lines; track line.lineNo) {
|
||||
<tr>
|
||||
<td>
|
||||
<span
|
||||
class="vd-side"
|
||||
[class.vd-side--dr]="line.entryType === 'DR'"
|
||||
[class.vd-side--cr]="line.entryType === 'CR'"
|
||||
>
|
||||
{{ line.entryType === 'DR' ? 'Debit' : 'Credit' }}
|
||||
</span>
|
||||
</td>
|
||||
<td>{{ line.partyName || '—' }}</td>
|
||||
<td class="vd-acct">{{ line.accountNo || '—' }}</td>
|
||||
<td class="num">₹{{ line.amount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
@if (line.description) {
|
||||
<tr class="vd-desc-row">
|
||||
<td></td>
|
||||
<td colspan="3" class="vd-desc">{{ line.description }}</td>
|
||||
</tr>
|
||||
}
|
||||
} @empty {
|
||||
<tr>
|
||||
<td colspan="4" class="vd-empty">This voucher's individual lines were not recorded.</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
@if (detail.lines.length > 0) {
|
||||
<tfoot>
|
||||
<tr>
|
||||
<td colspan="3">Total</td>
|
||||
<td class="num">
|
||||
₹{{ detail.totalDebit | number: '1.2-2' }} / ₹{{ detail.totalCredit | number: '1.2-2' }}
|
||||
</td>
|
||||
</tr>
|
||||
</tfoot>
|
||||
}
|
||||
</table>
|
||||
|
||||
@if (detail.relatedLines.length > 0) {
|
||||
<div class="vd-related">
|
||||
<div class="vd-related__title">
|
||||
<mat-icon inline>link</mat-icon>
|
||||
Also posted for this transaction — not part of this voucher
|
||||
</div>
|
||||
<table class="vd-table vd-table--related">
|
||||
<tbody>
|
||||
@for (line of detail.relatedLines; track $index) {
|
||||
<tr>
|
||||
<td>
|
||||
<span
|
||||
class="vd-side"
|
||||
[class.vd-side--dr]="line.entryType === 'DR'"
|
||||
[class.vd-side--cr]="line.entryType === 'CR'"
|
||||
>
|
||||
{{ line.entryType === 'DR' ? 'Debit' : 'Credit' }}
|
||||
</span>
|
||||
</td>
|
||||
<td>{{ line.partyName || '—' }}</td>
|
||||
<td class="vd-acct">{{ line.accountNo || '—' }}</td>
|
||||
<td class="num">₹{{ line.amount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
<p class="vd-related__hint">
|
||||
{{ detail.relatedLines[0].stage }} — this and the lines above are the same transaction's full accounting.
|
||||
</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="vd-actions">
|
||||
<button mat-flat-button color="primary" mat-dialog-close>Close</button>
|
||||
</div>
|
||||
</div>
|
||||
`,
|
||||
styles: [
|
||||
`
|
||||
.vd-shell {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 16px;
|
||||
padding: 20px 24px 16px;
|
||||
min-width: 420px;
|
||||
max-width: 560px;
|
||||
}
|
||||
.vd-header {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
justify-content: space-between;
|
||||
}
|
||||
.vd-header__title {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
}
|
||||
.vd-header__title h2 {
|
||||
margin: 0;
|
||||
font-size: 18px;
|
||||
font-weight: 600;
|
||||
}
|
||||
.vd-header__title p {
|
||||
margin: 2px 0 0;
|
||||
font-size: 13px;
|
||||
color: rgba(0, 0, 0, 0.6);
|
||||
}
|
||||
.vd-icon {
|
||||
color: #1976d2;
|
||||
}
|
||||
.vd-meta {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 6px 16px;
|
||||
font-size: 13px;
|
||||
color: rgba(0, 0, 0, 0.65);
|
||||
}
|
||||
.vd-unbalanced {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 4px;
|
||||
color: #b91c1c;
|
||||
font-weight: 600;
|
||||
}
|
||||
.vd-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 13px;
|
||||
}
|
||||
.vd-table th {
|
||||
text-align: left;
|
||||
text-transform: uppercase;
|
||||
font-size: 11px;
|
||||
letter-spacing: 0.03em;
|
||||
color: rgba(0, 0, 0, 0.5);
|
||||
padding: 6px 8px;
|
||||
border-bottom: 1px solid rgba(0, 0, 0, 0.1);
|
||||
}
|
||||
.vd-table td {
|
||||
padding: 8px;
|
||||
border-bottom: 1px solid rgba(0, 0, 0, 0.06);
|
||||
}
|
||||
.vd-table .num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
.vd-acct {
|
||||
color: rgba(0, 0, 0, 0.55);
|
||||
}
|
||||
.vd-side {
|
||||
display: inline-block;
|
||||
padding: 2px 8px;
|
||||
border-radius: 4px;
|
||||
font-size: 11px;
|
||||
font-weight: 600;
|
||||
}
|
||||
.vd-side--dr {
|
||||
background: #fee2e2;
|
||||
color: #b91c1c;
|
||||
}
|
||||
.vd-side--cr {
|
||||
background: #dcfce7;
|
||||
color: #15803d;
|
||||
}
|
||||
.vd-desc-row td {
|
||||
padding-top: 0;
|
||||
border-bottom: 1px solid rgba(0, 0, 0, 0.06);
|
||||
}
|
||||
.vd-desc {
|
||||
font-size: 12px;
|
||||
color: rgba(0, 0, 0, 0.5);
|
||||
font-style: italic;
|
||||
}
|
||||
.vd-empty {
|
||||
text-align: center;
|
||||
color: rgba(0, 0, 0, 0.5);
|
||||
padding: 16px 8px;
|
||||
}
|
||||
.vd-table tfoot td {
|
||||
font-weight: 600;
|
||||
border-bottom: none;
|
||||
border-top: 1px solid rgba(0, 0, 0, 0.1);
|
||||
}
|
||||
.vd-related {
|
||||
border-top: 1px dashed rgba(0, 0, 0, 0.15);
|
||||
padding-top: 12px;
|
||||
}
|
||||
.vd-related__title {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.03em;
|
||||
color: #6d28d9;
|
||||
margin-bottom: 8px;
|
||||
}
|
||||
.vd-table--related td {
|
||||
background: #faf5ff;
|
||||
}
|
||||
.vd-related__hint {
|
||||
margin: 6px 0 0;
|
||||
font-size: 12px;
|
||||
color: rgba(0, 0, 0, 0.5);
|
||||
}
|
||||
.vd-actions {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
}
|
||||
`
|
||||
]
|
||||
})
|
||||
export class VoucherDetailDialogComponent {
|
||||
dialogRef = inject(MatDialogRef<VoucherDetailDialogComponent>);
|
||||
private data = inject<VoucherDetailDialogData>(MAT_DIALOG_DATA);
|
||||
|
||||
detail = this.data.detail;
|
||||
}
|
||||
@@ -1,375 +0,0 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="pg">
|
||||
<!-- ── HEADER ── -->
|
||||
<header class="pg-head">
|
||||
<div>
|
||||
<div class="pg-eyebrow">CASHIER · SHARE COLLECTION</div>
|
||||
<h1 class="pg-title">Share Collection</h1>
|
||||
<p class="pg-sub">
|
||||
Collect cash from member for share purchase — amounts are held in Sundry GL until the account is activated.
|
||||
</p>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
<!-- ── SEARCH BAR ── -->
|
||||
@if (pageState !== 'success') {
|
||||
<div class="sc-search-bar">
|
||||
<div class="sc-search-bar__input-wrap">
|
||||
<mat-icon class="sc-search-bar__icon">search</mat-icon>
|
||||
<input
|
||||
class="sc-search-bar__input"
|
||||
type="text"
|
||||
placeholder="Enter Share Account ID or Account No."
|
||||
[(ngModel)]="accountInput"
|
||||
(keyup.enter)="searchAccount()"
|
||||
/>
|
||||
</div>
|
||||
<button
|
||||
type="button"
|
||||
class="pg-btn pg-btn--primary"
|
||||
[disabled]="pageState === 'searching' || !accountInput.trim()"
|
||||
(click)="searchAccount()"
|
||||
>
|
||||
<mat-icon>manage_search</mat-icon>
|
||||
{{ pageState === 'searching' ? 'Searching…' : 'Search' }}
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- ── ERROR ── -->
|
||||
@if (errorMsg) {
|
||||
<div class="sc-alert sc-alert--error">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<span>{{ errorMsg }}</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- ── SEARCHING SPINNER ── -->
|
||||
@if (pageState === 'searching') {
|
||||
<div class="pg-empty">
|
||||
<mat-icon class="sc-spin">hourglass_empty</mat-icon>
|
||||
<p>Looking up account…</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- ── ACCOUNT LOADED ── -->
|
||||
@if (pageState === 'loaded') {
|
||||
<!-- Member Card -->
|
||||
<div class="sc-member-card">
|
||||
<div class="sc-member-card__avatar">
|
||||
<mat-icon>person</mat-icon>
|
||||
</div>
|
||||
<div class="sc-member-card__info">
|
||||
<div class="sc-member-card__name">{{ account.clientName }}</div>
|
||||
<div class="sc-member-card__meta">
|
||||
<span class="sc-badge sc-badge--account">{{ account.accountNo }}</span>
|
||||
<span class="sc-badge sc-badge--product">{{ account.productName }}</span>
|
||||
<span
|
||||
class="sc-badge"
|
||||
[class.sc-badge--pending]="account.status?.code?.includes('pending')"
|
||||
[class.sc-badge--active]="account.status?.code?.includes('active')"
|
||||
>{{ account.status?.value }}</span
|
||||
>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Editable Shares + Price -->
|
||||
<div class="sc-member-card__shares">
|
||||
<div class="sc-shares-inputs">
|
||||
<div class="sc-shares-field">
|
||||
<label class="sc-shares-label">No. of Shares</label>
|
||||
<input
|
||||
class="sc-shares-input"
|
||||
type="number"
|
||||
min="0"
|
||||
[(ngModel)]="requestedSharesInput"
|
||||
(input)="recalc()"
|
||||
placeholder="0"
|
||||
/>
|
||||
</div>
|
||||
<div class="sc-shares-sep">×</div>
|
||||
<div class="sc-shares-field">
|
||||
<label class="sc-shares-label">Price / Share (₹)</label>
|
||||
<input
|
||||
class="sc-shares-input"
|
||||
type="number"
|
||||
min="0"
|
||||
[(ngModel)]="pricePerShare"
|
||||
(input)="recalc()"
|
||||
placeholder="0.00"
|
||||
/>
|
||||
</div>
|
||||
<div class="sc-shares-sep">=</div>
|
||||
<div class="sc-shares-result">
|
||||
<div class="sc-shares-label">Share Amount</div>
|
||||
<div class="sc-shares-total">{{ currencySymbol }}{{ shareAmount | number: '1.2-2' }}</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Amount Breakdown + GL Preview -->
|
||||
<div class="sc-split">
|
||||
<!-- LEFT: Amount Breakdown -->
|
||||
<div class="pg-card sc-breakdown">
|
||||
<div class="sc-breakdown__header">
|
||||
<mat-icon>receipt_long</mat-icon>
|
||||
<span>Amount Breakdown</span>
|
||||
</div>
|
||||
<table class="pg-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Description</th>
|
||||
<th class="num">Amount</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>
|
||||
Share Amount
|
||||
<span class="sc-dim">
|
||||
({{ requestedSharesInput }} shares × {{ currencySymbol }}{{ pricePerShare | number: '1.2-2' }})
|
||||
</span>
|
||||
</td>
|
||||
<td class="num">{{ currencySymbol }}{{ shareAmount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
@for (charge of charges; track charge.id) {
|
||||
<tr>
|
||||
<td>{{ charge.name }}</td>
|
||||
<td class="num sc-charge-amount">
|
||||
<input class="sc-charge-input" type="number" min="0" [(ngModel)]="charge.amount" (input)="recalc()" />
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
@if (charges.length === 0) {
|
||||
<tr>
|
||||
<td colspan="2">
|
||||
<span class="sc-dim">No charges applicable</span>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
<tfoot>
|
||||
<tr class="sc-total-row">
|
||||
<td><strong>Total Payable</strong></td>
|
||||
<td class="num sc-total-amount">
|
||||
<strong>{{ currencySymbol }}{{ totalAmount | number: '1.2-2' }}</strong>
|
||||
</td>
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- RIGHT: GL Preview -->
|
||||
<div class="pg-card sc-gl-preview">
|
||||
<div class="sc-breakdown__header">
|
||||
<mat-icon>account_tree</mat-icon>
|
||||
<span>GL Entries Preview</span>
|
||||
</div>
|
||||
<table class="pg-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Account</th>
|
||||
<th>Dr / Cr</th>
|
||||
<th class="num">Amount</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="gl-row--dr">
|
||||
<td class="gl-acname">Cash Vault GL</td>
|
||||
<td><span class="sc-dr-badge">Dr</span></td>
|
||||
<td class="num gl-amt--dr">{{ currencySymbol }}{{ totalAmount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
<tr class="gl-row--cr">
|
||||
<td class="gl-acname">Share Sundry GL</td>
|
||||
<td><span class="sc-cr-badge">Cr</span></td>
|
||||
<td class="num gl-amt--cr">{{ currencySymbol }}{{ shareAmount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
@if (totalChargeAmount > 0) {
|
||||
<tr class="gl-row--cr">
|
||||
<td class="gl-acname">Charge Receivable GL</td>
|
||||
<td><span class="sc-cr-badge">Cr</span></td>
|
||||
<td class="num gl-amt--cr">{{ currencySymbol }}{{ totalChargeAmount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
<div class="sc-gl-note">
|
||||
<mat-icon>info_outline</mat-icon>
|
||||
Funds move to Share GL & Income GL when account is <strong>activated</strong>.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- ── DENOMINATION (Cash Only) ── -->
|
||||
@if (isCashPayment && allDenominations.length > 0) {
|
||||
<div class="pg-card sc-denom">
|
||||
<div class="sc-breakdown__header">
|
||||
<mat-icon>payments</mat-icon>
|
||||
<span>Denomination Entry</span>
|
||||
@if (denominationTotal > 0) {
|
||||
<span
|
||||
class="sc-denom-badge"
|
||||
[class.sc-denom-badge--match]="denomMatchesTotal"
|
||||
[class.sc-denom-badge--mismatch]="!denomMatchesTotal"
|
||||
>
|
||||
₹{{ denominationTotal | number: '1.2-2' }}
|
||||
{{ denomMatchesTotal ? '✓ Matches' : '≠ Mismatch' }}
|
||||
</span>
|
||||
}
|
||||
@if (denominationTotal === 0) {
|
||||
<span class="sc-denom-required">⚠ Required for Cash</span>
|
||||
}
|
||||
</div>
|
||||
<div class="sc-denom-body">
|
||||
<table class="pg-table sc-denom-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Denomination</th>
|
||||
<th class="num">Count</th>
|
||||
<th class="num">Amount</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (d of allDenominations; track d.id) {
|
||||
<tr>
|
||||
<td>
|
||||
<span class="sc-denom-chip" [class.sc-denom-chip--coin]="d.kind === 'coin'">{{ d.label }}</span>
|
||||
</td>
|
||||
<td class="num">
|
||||
<div class="sc-denom-stepper">
|
||||
<button type="button" (click)="bumpDenom(d, -1)" [disabled]="countFor(d) === 0">−</button>
|
||||
<input
|
||||
type="number"
|
||||
min="0"
|
||||
[value]="countFor(d) || ''"
|
||||
placeholder="0"
|
||||
(input)="onDenomChange(d, $any($event.target).value)"
|
||||
/>
|
||||
<button type="button" (click)="bumpDenom(d, 1)">+</button>
|
||||
</div>
|
||||
</td>
|
||||
<td class="num">{{ subtotalFor(d) > 0 ? (subtotalFor(d) | number: '1.2-2') : '—' }}</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
<tfoot>
|
||||
<tr>
|
||||
<td><strong>Total</strong></td>
|
||||
<td></td>
|
||||
<td class="num">
|
||||
<strong>₹{{ denominationTotal | number: '1.2-2' }}</strong>
|
||||
</td>
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
@if (!denomMatchesTotal && denominationTotal > 0) {
|
||||
<div class="sc-denom-mismatch">
|
||||
<mat-icon>warning</mat-icon>
|
||||
Denomination ₹{{ denominationTotal | number: '1.2-2' }} must equal Total Payable ₹{{
|
||||
totalAmount | number: '1.2-2'
|
||||
}}.
|
||||
</div>
|
||||
}
|
||||
@if (denominationTotal > 0) {
|
||||
<div class="sc-denom-actions">
|
||||
<button type="button" class="pg-btn pg-btn--ghost" (click)="clearDenominations()">
|
||||
<mat-icon>clear</mat-icon> Clear
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Transaction Details -->
|
||||
<div class="pg-toolbar pg-toolbar--mat">
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||
<mat-label>Transaction Date *</mat-label>
|
||||
<input matInput type="date" [(ngModel)]="transactionDate" />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic">
|
||||
<mat-label>Payment Mode</mat-label>
|
||||
<mat-select [(ngModel)]="paymentTypeId">
|
||||
<mat-option [value]="null">— Cash (Default) —</mat-option>
|
||||
@for (pt of paymentTypes; track pt.id) {
|
||||
<mat-option [value]="pt.id">{{ pt.name }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" subscriptSizing="dynamic" class="pg-note-field">
|
||||
<mat-label>Note (Optional)</mat-label>
|
||||
<input matInput type="text" [(ngModel)]="note" placeholder="e.g. Share purchase for 100 shares" />
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<!-- Footer Submit Bar -->
|
||||
<div class="pg-total-bar sc-footer">
|
||||
<div class="sc-footer__summary">
|
||||
<span class="sc-footer__label">Total to Collect</span>
|
||||
<span class="sc-footer__amount">{{ currencySymbol }}{{ totalAmount | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
<div class="sc-footer__actions">
|
||||
<button type="button" class="pg-btn pg-btn--ghost" (click)="reset()"><mat-icon>close</mat-icon> Cancel</button>
|
||||
<button type="button" class="pg-btn pg-btn--primary" [disabled]="!isValid || saving" (click)="submit()">
|
||||
<mat-icon>payments</mat-icon>
|
||||
{{ saving ? 'Posting…' : 'Collect & Post' }}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- ── SUCCESS ── -->
|
||||
@if (pageState === 'success' && collectionResult) {
|
||||
<div class="sc-success">
|
||||
<div class="sc-success__icon-wrap">
|
||||
<mat-icon>check_circle</mat-icon>
|
||||
</div>
|
||||
<h2 class="sc-success__title">Collection Posted Successfully</h2>
|
||||
<p class="sc-success__sub">
|
||||
Cash of
|
||||
<strong>{{ collectionResult.currencyCode }} {{ collectionResult.totalAmount | number: '1.2-2' }}</strong>
|
||||
collected from <strong>{{ collectionResult.clientName }}</strong> on
|
||||
<strong>{{ collectionResult.collectionDate }}</strong> by <strong>{{ collectionResult.collectedBy }}</strong
|
||||
>.
|
||||
</p>
|
||||
|
||||
<!-- Transaction reference -->
|
||||
<div class="sc-success__ref">
|
||||
<span class="sc-success__ref-label">Transaction ID</span>
|
||||
<span class="sc-success__ref-val">{{ collectionResult.transactionId }}</span>
|
||||
</div>
|
||||
|
||||
<!-- GL entries from backend -->
|
||||
<div class="sc-success__gl">
|
||||
@for (entry of collectionResult.glEntries; track entry.account) {
|
||||
<div
|
||||
class="sc-success__gl-row"
|
||||
[class.sc-success__gl-row--dr]="entry.type === 'Dr'"
|
||||
[class.sc-success__gl-row--cr]="entry.type === 'Cr'"
|
||||
>
|
||||
<span>{{ entry.type }}. {{ entry.account }}</span>
|
||||
<span>{{ entry.currency }} {{ entry.amount | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<p class="sc-success__note">
|
||||
Funds are held in Sundry GL. They will move to Share Equity GL when the account is activated.
|
||||
</p>
|
||||
|
||||
<button type="button" class="pg-btn pg-btn--primary" (click)="reset()">
|
||||
<mat-icon>add</mat-icon> New Collection
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@@ -1,701 +0,0 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
// ── Search Bar ───────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-search-bar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 12px;
|
||||
padding: 10px 14px;
|
||||
|
||||
&__input-wrap {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
flex: 1 1 auto;
|
||||
}
|
||||
|
||||
&__icon {
|
||||
color: #94a3b8;
|
||||
font-size: 20px;
|
||||
width: 20px;
|
||||
height: 20px;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
|
||||
&__input {
|
||||
flex: 1 1 auto;
|
||||
border: none;
|
||||
outline: none;
|
||||
font-size: 14px;
|
||||
font-family: inherit;
|
||||
color: #0d1b2a;
|
||||
background: transparent;
|
||||
|
||||
&::placeholder {
|
||||
color: #94a3b8;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// ── Alert ────────────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-alert {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
padding: 12px 16px;
|
||||
border-radius: 10px;
|
||||
font-size: 13px;
|
||||
font-weight: 500;
|
||||
|
||||
mat-icon {
|
||||
font-size: 20px;
|
||||
width: 20px;
|
||||
height: 20px;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
|
||||
&--error {
|
||||
background: #fef2f2;
|
||||
border: 1px solid #fecaca;
|
||||
color: #dc2626;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Spinner ──────────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-spin {
|
||||
animation: sc-spin 1.2s linear infinite;
|
||||
display: block;
|
||||
margin: 0 auto 8px;
|
||||
font-size: 32px !important;
|
||||
width: 32px !important;
|
||||
height: 32px !important;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
@keyframes sc-spin {
|
||||
from {
|
||||
transform: rotate(0deg);
|
||||
}
|
||||
|
||||
to {
|
||||
transform: rotate(360deg);
|
||||
}
|
||||
}
|
||||
|
||||
// ── Member Card ──────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-member-card {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 16px;
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 12px;
|
||||
padding: 16px 20px;
|
||||
|
||||
&__avatar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
width: 48px;
|
||||
height: 48px;
|
||||
border-radius: 50%;
|
||||
background: #eff6ff;
|
||||
flex-shrink: 0;
|
||||
|
||||
mat-icon {
|
||||
color: #2563eb;
|
||||
font-size: 24px;
|
||||
width: 24px;
|
||||
height: 24px;
|
||||
}
|
||||
}
|
||||
|
||||
&__info {
|
||||
flex: 1 1 auto;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
&__name {
|
||||
font-size: 16px;
|
||||
font-weight: 700;
|
||||
color: #1e293b;
|
||||
margin-bottom: 6px;
|
||||
}
|
||||
|
||||
&__meta {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 6px;
|
||||
}
|
||||
|
||||
&__shares {
|
||||
flex-shrink: 0;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Badges ───────────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-badge {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
height: 22px;
|
||||
padding: 0 8px;
|
||||
border-radius: 5px;
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
background: #f1f5f9;
|
||||
color: #475569;
|
||||
border: 1px solid #e2e8f0;
|
||||
|
||||
&--account {
|
||||
background: #eff6ff;
|
||||
color: #1d4ed8;
|
||||
border-color: #bfdbfe;
|
||||
font-family: 'Roboto Mono', monospace;
|
||||
}
|
||||
|
||||
&--product {
|
||||
background: #f0fdf4;
|
||||
color: #15803d;
|
||||
border-color: #bbf7d0;
|
||||
}
|
||||
|
||||
&--pending {
|
||||
background: #fffbeb;
|
||||
color: #d97706;
|
||||
border-color: #fde68a;
|
||||
}
|
||||
|
||||
&--active {
|
||||
background: #f0fdf4;
|
||||
color: #15803d;
|
||||
border-color: #bbf7d0;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Editable Share Inputs ────────────────────────────────────────────────────
|
||||
|
||||
.sc-shares-inputs {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
flex-wrap: wrap;
|
||||
justify-content: flex-end;
|
||||
}
|
||||
|
||||
.sc-shares-field {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 3px;
|
||||
}
|
||||
|
||||
.sc-shares-label {
|
||||
font-size: 10px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.07em;
|
||||
color: #94a3b8;
|
||||
}
|
||||
|
||||
.sc-shares-input {
|
||||
width: 110px;
|
||||
height: 38px;
|
||||
border: 1.5px solid #e2e8f0;
|
||||
border-radius: 8px;
|
||||
padding: 0 10px;
|
||||
font-size: 14px;
|
||||
font-weight: 700;
|
||||
font-family: inherit;
|
||||
color: #1353a0;
|
||||
text-align: right;
|
||||
outline: none;
|
||||
background: #f8fafc;
|
||||
transition: border-color 0.15s;
|
||||
|
||||
&:focus {
|
||||
border-color: #1353a0;
|
||||
background: #fff;
|
||||
}
|
||||
|
||||
&::-webkit-outer-spin-button,
|
||||
&::-webkit-inner-spin-button {
|
||||
appearance: none;
|
||||
}
|
||||
}
|
||||
|
||||
.sc-shares-sep {
|
||||
font-size: 20px;
|
||||
font-weight: 300;
|
||||
color: #94a3b8;
|
||||
padding-top: 16px;
|
||||
}
|
||||
|
||||
.sc-shares-result {
|
||||
text-align: right;
|
||||
}
|
||||
|
||||
.sc-shares-total {
|
||||
font-size: 20px;
|
||||
font-weight: 800;
|
||||
color: #0f4f3c;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
// ── Editable Charge Amount ───────────────────────────────────────────────────
|
||||
|
||||
.sc-charge-amount {
|
||||
padding: 4px 14px !important;
|
||||
}
|
||||
|
||||
.sc-charge-input {
|
||||
width: 100px;
|
||||
height: 32px;
|
||||
border: 1.5px solid #e2e8f0;
|
||||
border-radius: 6px;
|
||||
padding: 0 8px;
|
||||
font-size: 13px;
|
||||
font-weight: 700;
|
||||
font-family: inherit;
|
||||
color: #1353a0;
|
||||
text-align: right;
|
||||
outline: none;
|
||||
background: #f8fafc;
|
||||
transition: border-color 0.15s;
|
||||
|
||||
&:focus {
|
||||
border-color: #1353a0;
|
||||
background: #fff;
|
||||
}
|
||||
|
||||
&::-webkit-outer-spin-button,
|
||||
&::-webkit-inner-spin-button {
|
||||
appearance: none;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Split Layout ─────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-split {
|
||||
display: grid;
|
||||
grid-template-columns: 1fr 1fr;
|
||||
gap: 16px;
|
||||
|
||||
@media (width <= 900px) {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Breakdown Card ───────────────────────────────────────────────────────────
|
||||
|
||||
.sc-breakdown {
|
||||
&__header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
padding: 12px 16px;
|
||||
background: #f8fafc;
|
||||
border-bottom: 1px solid #e2e8f0;
|
||||
font-size: 13px;
|
||||
font-weight: 700;
|
||||
color: #334155;
|
||||
|
||||
mat-icon {
|
||||
font-size: 18px;
|
||||
width: 18px;
|
||||
height: 18px;
|
||||
color: #0f4f3c;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.sc-gl-preview {
|
||||
.sc-breakdown__header {
|
||||
mat-icon {
|
||||
color: #1d4ed8;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.sc-gl-note {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 6px;
|
||||
padding: 10px 14px;
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
background: #f8fafc;
|
||||
border-top: 1px solid #e2e8f0;
|
||||
|
||||
mat-icon {
|
||||
font-size: 16px;
|
||||
width: 16px;
|
||||
height: 16px;
|
||||
flex-shrink: 0;
|
||||
margin-top: 1px;
|
||||
color: #94a3b8;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Table helpers ────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-dim {
|
||||
color: #94a3b8;
|
||||
font-size: 12px;
|
||||
}
|
||||
|
||||
.sc-total-row td {
|
||||
background: #f8fafc;
|
||||
border-top: 2px solid #e2e8f0;
|
||||
font-size: 14px;
|
||||
}
|
||||
|
||||
.sc-total-amount {
|
||||
color: #0f4f3c;
|
||||
}
|
||||
|
||||
// ── Dr / Cr badges ───────────────────────────────────────────────────────────
|
||||
|
||||
.sc-dr-badge,
|
||||
.sc-cr-badge {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
width: 32px;
|
||||
height: 20px;
|
||||
border-radius: 4px;
|
||||
font-size: 11px;
|
||||
font-weight: 800;
|
||||
letter-spacing: 0.04em;
|
||||
}
|
||||
|
||||
.sc-dr-badge {
|
||||
background: #fef2f2;
|
||||
color: #dc2626;
|
||||
border: 1px solid #fecaca;
|
||||
}
|
||||
|
||||
.sc-cr-badge {
|
||||
background: #f0fdf4;
|
||||
color: #15803d;
|
||||
border: 1px solid #bbf7d0;
|
||||
}
|
||||
|
||||
// ── Footer ───────────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-footer {
|
||||
justify-content: space-between !important;
|
||||
|
||||
&__summary {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 2px;
|
||||
}
|
||||
|
||||
&__label {
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.07em;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
&__amount {
|
||||
font-size: 22px;
|
||||
font-weight: 800;
|
||||
color: #0f4f3c;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
&__actions {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
}
|
||||
}
|
||||
|
||||
// ── Denomination Panel ────────────────────────────────────────────────────────
|
||||
|
||||
.sc-denom {
|
||||
padding: 0;
|
||||
overflow: hidden;
|
||||
}
|
||||
|
||||
.sc-denom-body {
|
||||
padding: 14px 16px;
|
||||
}
|
||||
|
||||
.sc-denom-table {
|
||||
width: 100%;
|
||||
|
||||
th,
|
||||
td {
|
||||
padding: 7px 10px;
|
||||
font-size: 13px;
|
||||
}
|
||||
|
||||
tfoot td {
|
||||
border-top: 2px solid #e2e8f0;
|
||||
background: #f8fafc;
|
||||
font-size: 14px;
|
||||
}
|
||||
}
|
||||
|
||||
.sc-denom-chip {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
height: 24px;
|
||||
padding: 0 10px;
|
||||
border-radius: 5px;
|
||||
font-size: 12px;
|
||||
font-weight: 700;
|
||||
background: #eff6ff;
|
||||
color: #1d4ed8;
|
||||
border: 1px solid #bfdbfe;
|
||||
|
||||
&--coin {
|
||||
background: #fffbeb;
|
||||
color: #d97706;
|
||||
border-color: #fde68a;
|
||||
}
|
||||
}
|
||||
|
||||
.sc-denom-stepper {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 4px;
|
||||
justify-content: flex-end;
|
||||
|
||||
button {
|
||||
width: 26px;
|
||||
height: 26px;
|
||||
border: 1.5px solid #e2e8f0;
|
||||
border-radius: 5px;
|
||||
background: #f8fafc;
|
||||
color: #475569;
|
||||
font-size: 16px;
|
||||
line-height: 1;
|
||||
cursor: pointer;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
padding: 0;
|
||||
|
||||
&:hover:not(:disabled) {
|
||||
background: #e0f2fe;
|
||||
border-color: #7dd3fc;
|
||||
color: #0369a1;
|
||||
}
|
||||
|
||||
&:disabled {
|
||||
opacity: 0.35;
|
||||
cursor: not-allowed;
|
||||
}
|
||||
}
|
||||
|
||||
input {
|
||||
width: 62px;
|
||||
height: 28px;
|
||||
border: 1.5px solid #e2e8f0;
|
||||
border-radius: 6px;
|
||||
padding: 0 6px;
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
font-family: inherit;
|
||||
text-align: right;
|
||||
outline: none;
|
||||
background: #fff;
|
||||
|
||||
&:focus {
|
||||
border-color: #1353a0;
|
||||
}
|
||||
|
||||
&::-webkit-outer-spin-button,
|
||||
&::-webkit-inner-spin-button {
|
||||
appearance: none;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.sc-denom-badge {
|
||||
margin-left: auto;
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
height: 22px;
|
||||
padding: 0 10px;
|
||||
border-radius: 5px;
|
||||
font-size: 12px;
|
||||
font-weight: 700;
|
||||
|
||||
&--match {
|
||||
background: #f0fdf4;
|
||||
color: #15803d;
|
||||
border: 1px solid #bbf7d0;
|
||||
}
|
||||
|
||||
&--mismatch {
|
||||
background: #fef2f2;
|
||||
color: #dc2626;
|
||||
border: 1px solid #fecaca;
|
||||
}
|
||||
}
|
||||
|
||||
.sc-denom-required {
|
||||
margin-left: auto;
|
||||
font-size: 12px;
|
||||
font-weight: 700;
|
||||
color: #d97706;
|
||||
}
|
||||
|
||||
.sc-denom-mismatch {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
margin-top: 10px;
|
||||
padding: 9px 12px;
|
||||
background: #fef2f2;
|
||||
border: 1px solid #fecaca;
|
||||
border-radius: 8px;
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
color: #dc2626;
|
||||
|
||||
mat-icon {
|
||||
font-size: 16px;
|
||||
width: 16px;
|
||||
height: 16px;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
}
|
||||
|
||||
.sc-denom-actions {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
margin-top: 10px;
|
||||
}
|
||||
|
||||
// ── Success ──────────────────────────────────────────────────────────────────
|
||||
|
||||
.sc-success {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
align-items: center;
|
||||
text-align: center;
|
||||
padding: 40px 24px;
|
||||
gap: 16px;
|
||||
background: #fff;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 16px;
|
||||
|
||||
&__icon-wrap {
|
||||
width: 72px;
|
||||
height: 72px;
|
||||
border-radius: 50%;
|
||||
background: #f0fdf4;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
|
||||
mat-icon {
|
||||
font-size: 40px;
|
||||
width: 40px;
|
||||
height: 40px;
|
||||
color: #16a34a;
|
||||
}
|
||||
}
|
||||
|
||||
&__title {
|
||||
font-size: 22px;
|
||||
font-weight: 700;
|
||||
color: #1e293b;
|
||||
margin: 0;
|
||||
}
|
||||
|
||||
&__sub {
|
||||
font-size: 14px;
|
||||
color: #64748b;
|
||||
max-width: 480px;
|
||||
margin: 0;
|
||||
}
|
||||
|
||||
&__ref {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
background: #f1f5f9;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 8px;
|
||||
padding: 8px 16px;
|
||||
}
|
||||
|
||||
&__ref-label {
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.07em;
|
||||
color: #94a3b8;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
&__ref-val {
|
||||
font-family: 'Roboto Mono', 'Courier New', monospace;
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
color: #1353a0;
|
||||
}
|
||||
|
||||
&__note {
|
||||
font-size: 12px;
|
||||
color: #94a3b8;
|
||||
max-width: 420px;
|
||||
margin: 0;
|
||||
text-align: center;
|
||||
}
|
||||
|
||||
&__gl {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 6px;
|
||||
width: 100%;
|
||||
max-width: 400px;
|
||||
background: #f8fafc;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 10px;
|
||||
padding: 14px 16px;
|
||||
}
|
||||
|
||||
&__gl-row {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
padding: 4px 0;
|
||||
border-bottom: 1px dotted #e2e8f0;
|
||||
|
||||
&:last-child {
|
||||
border-bottom: none;
|
||||
}
|
||||
|
||||
&--dr {
|
||||
color: #dc2626;
|
||||
}
|
||||
|
||||
&--cr {
|
||||
color: #15803d;
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -1,282 +0,0 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { RouterModule } from '@angular/router';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||
import { MatSelectModule } from '@angular/material/select';
|
||||
import { MatInputModule } from '@angular/material/input';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { of } from 'rxjs';
|
||||
import { CashierService } from '../cashier.service';
|
||||
|
||||
type PageState = 'idle' | 'searching' | 'loaded' | 'submitting' | 'success';
|
||||
|
||||
interface Denomination {
|
||||
id: number;
|
||||
value: number;
|
||||
kind: 'note' | 'coin';
|
||||
label: string;
|
||||
}
|
||||
|
||||
interface ShareCharge {
|
||||
id: number;
|
||||
name: string;
|
||||
amount: number;
|
||||
currencySymbol: string;
|
||||
}
|
||||
|
||||
@Component({
|
||||
selector: 'mifosx-share-collection',
|
||||
templateUrl: './share-collection.component.html',
|
||||
styleUrls: [
|
||||
'../cashier-shared.scss',
|
||||
'./share-collection.component.scss'
|
||||
],
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
RouterModule,
|
||||
MatIconModule,
|
||||
MatSnackBarModule,
|
||||
MatFormFieldModule,
|
||||
MatSelectModule,
|
||||
MatInputModule
|
||||
]
|
||||
})
|
||||
export class ShareCollectionComponent implements OnInit {
|
||||
private service = inject(CashierService);
|
||||
private snackBar = inject(MatSnackBar);
|
||||
|
||||
pageState: PageState = 'idle';
|
||||
accountInput = '';
|
||||
transactionDate = '';
|
||||
paymentTypeId: number | null = null;
|
||||
paymentTypes: any[] = [];
|
||||
note = '';
|
||||
errorMsg = '';
|
||||
saving = false;
|
||||
|
||||
account: any = null;
|
||||
charges: ShareCharge[] = [];
|
||||
collectionResult: any = null; // filled after successful POST
|
||||
|
||||
// Editable fields — cashier can override if API returns 0
|
||||
requestedSharesInput = 0;
|
||||
pricePerShare = 0;
|
||||
|
||||
// ── Denomination ────────────────────────────────────────────────────────────
|
||||
notes: Denomination[] = [];
|
||||
coins: Denomination[] = [];
|
||||
denominationCounts: Record<string, number> = {};
|
||||
|
||||
get shareAmount(): number {
|
||||
return this.requestedSharesInput * this.pricePerShare;
|
||||
}
|
||||
|
||||
get totalChargeAmount(): number {
|
||||
return this.charges.reduce((s, c) => s + c.amount, 0);
|
||||
}
|
||||
|
||||
get totalAmount(): number {
|
||||
return this.shareAmount + this.totalChargeAmount;
|
||||
}
|
||||
|
||||
get currencySymbol(): string {
|
||||
return this.account?.currency?.displaySymbol ?? '₹';
|
||||
}
|
||||
|
||||
get isCashPayment(): boolean {
|
||||
if (this.paymentTypeId === null) return true;
|
||||
const pt = this.paymentTypes.find((p: any) => p.id === this.paymentTypeId);
|
||||
return !!pt?.isCashPayment;
|
||||
}
|
||||
|
||||
get allDenominations(): Denomination[] {
|
||||
const desc = (a: Denomination, b: Denomination) => b.value - a.value;
|
||||
return [
|
||||
...[...this.notes].sort(desc),
|
||||
...[...this.coins].sort(desc)
|
||||
];
|
||||
}
|
||||
|
||||
get denominationTotal(): number {
|
||||
return this.allDenominations.reduce((s, d) => s + this.subtotalFor(d), 0);
|
||||
}
|
||||
|
||||
get denomMatchesTotal(): boolean {
|
||||
return this.denominationTotal === this.totalAmount;
|
||||
}
|
||||
|
||||
get isValid(): boolean {
|
||||
if (!this.account || this.totalAmount <= 0 || !this.transactionDate) return false;
|
||||
if (this.isCashPayment && this.allDenominations.length > 0) {
|
||||
return this.denomMatchesTotal;
|
||||
}
|
||||
return true;
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
const d = new Date();
|
||||
this.transactionDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
this.service
|
||||
.getPaymentTypes()
|
||||
.pipe(catchError(() => of([])))
|
||||
.subscribe((types: any[]) => (this.paymentTypes = types || []));
|
||||
this.loadDenominations();
|
||||
}
|
||||
|
||||
private loadDenominations(): void {
|
||||
this.service
|
||||
.getActiveDenominations()
|
||||
.pipe(catchError(() => of([])))
|
||||
.subscribe((list: any[]) => {
|
||||
const rows: Denomination[] = (list || []).map((d: any) => ({
|
||||
id: d.id,
|
||||
value: d.denomination ?? d.value,
|
||||
kind: d.type === 'coin' ? 'coin' : 'note',
|
||||
label: '₹' + (d.denomination ?? d.value)
|
||||
}));
|
||||
const order = (a: Denomination, b: Denomination) => b.value - a.value;
|
||||
this.notes = rows.filter((r) => r.kind === 'note').sort(order);
|
||||
this.coins = rows.filter((r) => r.kind === 'coin').sort(order);
|
||||
});
|
||||
}
|
||||
|
||||
// ── Denomination helpers ──────────────────────────────────────────────────
|
||||
|
||||
denomKey(d: Denomination): string {
|
||||
return `${d.kind}:${d.value}`;
|
||||
}
|
||||
|
||||
countFor(d: Denomination): number {
|
||||
return this.denominationCounts[this.denomKey(d)] || 0;
|
||||
}
|
||||
|
||||
subtotalFor(d: Denomination): number {
|
||||
return this.countFor(d) * d.value;
|
||||
}
|
||||
|
||||
onDenomChange(d: Denomination, raw: any): void {
|
||||
this.denominationCounts[this.denomKey(d)] = Math.max(0, Math.floor(Number(raw) || 0));
|
||||
}
|
||||
|
||||
bumpDenom(d: Denomination, delta: number): void {
|
||||
this.denominationCounts[this.denomKey(d)] = Math.max(0, this.countFor(d) + delta);
|
||||
}
|
||||
|
||||
clearDenominations(): void {
|
||||
this.denominationCounts = {};
|
||||
}
|
||||
|
||||
searchAccount(): void {
|
||||
const query = this.accountInput.trim();
|
||||
if (!query) return;
|
||||
this.pageState = 'searching';
|
||||
this.account = null;
|
||||
this.charges = [];
|
||||
this.errorMsg = '';
|
||||
|
||||
this.service
|
||||
.getShareAccountForCollection(query)
|
||||
.pipe(
|
||||
catchError((err) => {
|
||||
this.errorMsg =
|
||||
err?.error?.errors?.[0]?.defaultUserMessage ||
|
||||
err?.error?.developerMessage ||
|
||||
'Account not found. Please check the account ID and try again.';
|
||||
this.pageState = 'idle';
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((acc: any) => {
|
||||
if (!acc) return;
|
||||
this.account = acc;
|
||||
|
||||
// Auto-detect shares from summary or first pending purchasedShares entry
|
||||
const pendingTx = (acc.purchasedShares || []).find(
|
||||
(t: any) =>
|
||||
t.status?.code === 'purchasedSharesStatusType.applied' && t.type?.code === 'purchasedSharesType.purchased'
|
||||
);
|
||||
this.requestedSharesInput = Number(
|
||||
acc.summary?.totalPendingForApprovalShares || pendingTx?.numberOfShares || acc.requestedShares || 0
|
||||
);
|
||||
this.pricePerShare = Number(pendingTx?.purchasedPrice || acc.currentMarketPrice || acc.unitPrice || 0);
|
||||
|
||||
// Show ALL charges on the account — no type filtering
|
||||
this.charges = (acc.charges || []).map((c: any) => ({
|
||||
id: c.chargeId ?? c.id,
|
||||
name: c.name,
|
||||
amount: Number(c.amount ?? c.amountOutstanding ?? 0),
|
||||
currencySymbol: c.currency?.displaySymbol ?? '₹'
|
||||
}));
|
||||
|
||||
this.pageState = 'loaded';
|
||||
});
|
||||
}
|
||||
|
||||
recalc(): void {
|
||||
// triggered by input changes — nothing extra needed, getters auto-recalculate
|
||||
}
|
||||
|
||||
submit(): void {
|
||||
if (!this.isValid || this.saving) return;
|
||||
this.saving = true;
|
||||
const payload = {
|
||||
shareAccountId: this.account.id,
|
||||
accountNo: this.account.accountNo,
|
||||
clientName: this.account.clientName,
|
||||
transactionDate: this.transactionDate,
|
||||
requestedShares: this.requestedSharesInput,
|
||||
pricePerShare: this.pricePerShare,
|
||||
shareAmount: this.shareAmount,
|
||||
chargeAmount: this.totalChargeAmount,
|
||||
totalAmount: this.totalAmount,
|
||||
paymentTypeId: this.paymentTypeId || null,
|
||||
note: this.note || null
|
||||
};
|
||||
|
||||
this.service.collectSharePayment(payload).subscribe({
|
||||
next: (result: any) => {
|
||||
this.collectionResult = result;
|
||||
this.snackBar.open('Share collection posted successfully.', 'Close', { duration: 3000 });
|
||||
this.pageState = 'success';
|
||||
this.saving = false;
|
||||
},
|
||||
error: (err: any) => {
|
||||
const msg =
|
||||
err?.error?.errors?.[0]?.defaultUserMessage ||
|
||||
err?.error?.developerMessage ||
|
||||
err?.error?.defaultUserMessage ||
|
||||
'Collection failed. Please try again.';
|
||||
this.snackBar.open(msg, 'Close', { duration: 8000 });
|
||||
this.saving = false;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
reset(): void {
|
||||
this.pageState = 'idle';
|
||||
this.accountInput = '';
|
||||
this.account = null;
|
||||
this.charges = [];
|
||||
this.errorMsg = '';
|
||||
this.note = '';
|
||||
this.paymentTypeId = null;
|
||||
this.requestedSharesInput = 0;
|
||||
this.pricePerShare = 0;
|
||||
this.collectionResult = null;
|
||||
this.saving = false;
|
||||
this.clearDenominations();
|
||||
}
|
||||
}
|
||||
@@ -8,7 +8,7 @@
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule, ReactiveFormsModule, FormBuilder, FormGroup, Validators } from '@angular/forms';
|
||||
import { FormsModule, ReactiveFormsModule, FormBuilder, FormGroup, FormArray, Validators } from '@angular/forms';
|
||||
import { MatDialogModule, MatDialogRef, MAT_DIALOG_DATA } from '@angular/material/dialog';
|
||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||
import { MatInputModule } from '@angular/material/input';
|
||||
@@ -35,6 +35,35 @@ export interface CashierIssueDdDialogData {
|
||||
accountNo?: string;
|
||||
/** The account holder, for the same reason. */
|
||||
accountHolderName?: string;
|
||||
/**
|
||||
* How many drafts this slip raises. Absent or 1 is the ordinary single draft and the dialog is
|
||||
* unchanged; 2 or more turns it into a slip, asking for a face value, charge and beneficiary per
|
||||
* draft and reporting the combined total the account will be debited for.
|
||||
*/
|
||||
ddCount?: number;
|
||||
/**
|
||||
* Whether the funding account is a GL account rather than a member's. Only affects wording: a GL
|
||||
* account has no passbook, so it is not promised one.
|
||||
*/
|
||||
glFunded?: boolean;
|
||||
/**
|
||||
* The leaflets provisionally shown against each line of a slip.
|
||||
*
|
||||
* Only ever indicative. The server allocates the real numbers inside the locked transaction that
|
||||
* submits the slip, so what is shown here is the next-available run at the moment the dialog was
|
||||
* opened — accurate unless another clerk submits first, which is precisely why the numbers cannot
|
||||
* be promised until submit returns them.
|
||||
*/
|
||||
previewDdNumbers?: string[];
|
||||
}
|
||||
|
||||
/** One captured draft on a multi-DD slip. */
|
||||
export interface DdSlipLineResult {
|
||||
beneficiaryName: string;
|
||||
payableAtBranch: string;
|
||||
payableAtCity: string;
|
||||
faceValue: number;
|
||||
chargesAmount: number;
|
||||
}
|
||||
|
||||
@Component({
|
||||
@@ -56,10 +85,20 @@ export interface CashierIssueDdDialogData {
|
||||
<div class="dd-dialog-header__title">
|
||||
<mat-icon class="dd-icon">receipt_long</mat-icon>
|
||||
<div>
|
||||
<h2>{{ isAccountDebit ? 'Account-Debit Demand Draft (DD)' : 'Walk-in Cash Demand Draft (DD)' }}</h2>
|
||||
<h2>
|
||||
@if (isSlip) {
|
||||
Multi-DD Slip · {{ lineCount }} Demand Drafts
|
||||
} @else {
|
||||
{{ isAccountDebit ? 'Account-Debit Demand Draft (DD)' : 'Walk-in Cash Demand Draft (DD)' }}
|
||||
}
|
||||
</h2>
|
||||
<p>
|
||||
Next available DD leaflet auto-selected ·
|
||||
{{ isAccountDebit ? 'Enter beneficiary details' : 'Enter purchaser & beneficiary details' }}
|
||||
@if (isSlip) {
|
||||
One debit funds all {{ lineCount }} drafts · Enter each draft's beneficiary and amount
|
||||
} @else {
|
||||
Next available DD leaflet auto-selected ·
|
||||
{{ isAccountDebit ? 'Enter beneficiary details' : 'Enter purchaser & beneficiary details' }}
|
||||
}
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
@@ -69,41 +108,91 @@ export interface CashierIssueDdDialogData {
|
||||
</div>
|
||||
|
||||
<mat-dialog-content class="dd-dialog-body">
|
||||
<!-- Draft & Financials Summary Card -->
|
||||
<div class="dd-summary-card">
|
||||
<!-- The number the customer will actually see printed on the instrument. "Auto-Selected
|
||||
<!--
|
||||
Slip running total.
|
||||
|
||||
A slip's figures are not known until every line is typed — different drafts carry different
|
||||
face values and different charges — so the total the account will be debited for is built
|
||||
up here as the clerk works, rather than shown as a fixed figure up front. Answering "what
|
||||
is this going to cost my member" without it would mean adding the lines by hand.
|
||||
-->
|
||||
@if (isSlip) {
|
||||
<div class="dd-summary-card">
|
||||
<div class="summary-col">
|
||||
<span class="label">Drafts On This Slip</span>
|
||||
<strong class="dd-number-highlight">{{ lineCount }}</strong>
|
||||
<span class="sublabel">{{ data.sponsorBankName || 'Sponsor Bank' }} · {{ data.branchName }}</span>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col">
|
||||
<span class="label">Total Face Value</span>
|
||||
<strong class="amount">₹{{ slipFaceValue | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">+ Charges ₹{{ slipCharges | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col">
|
||||
<span class="label">GST ({{ data.gstPercentage }}%)</span>
|
||||
<strong class="amount">₹{{ slipGst | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">on charges only</span>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col highlight-col">
|
||||
<span class="label">Total To Debit</span>
|
||||
<strong class="total-amount">₹{{ slipTotal | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">{{ data.accountNo || 'Account' }} · one debit</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!--
|
||||
Said plainly because the numbers on screen are the one thing in this dialog the clerk
|
||||
cannot rely on. They are the next-available run as it stood when the dialog opened; the
|
||||
binding allocation happens inside the submit transaction, so a slip filed after another
|
||||
clerk's gets the following numbers instead.
|
||||
-->
|
||||
<div class="dd-preview-note">
|
||||
<mat-icon>info</mat-icon>
|
||||
<div>
|
||||
DD numbers below are <strong>provisional</strong>. The final numbers are allocated when the slip is
|
||||
submitted and will be confirmed on the receipt.
|
||||
</div>
|
||||
</div>
|
||||
} @else {
|
||||
<!-- Draft & Financials Summary Card -->
|
||||
<div class="dd-summary-card">
|
||||
<!-- The number the customer will actually see printed on the instrument. "Auto-Selected
|
||||
Leaflet" named the stock item rather than the draft, so it was not obvious that this
|
||||
is the DD number being issued. -->
|
||||
<div class="summary-col">
|
||||
<span class="label">DD Number Being Issued</span>
|
||||
<strong class="dd-number-highlight">{{ data.leaflet.ddNumber }}</strong>
|
||||
<span class="sublabel">{{ data.sponsorBankName || 'Sponsor Bank' }} · {{ data.branchName }}</span>
|
||||
<div class="summary-col">
|
||||
<span class="label">DD Number Being Issued</span>
|
||||
<strong class="dd-number-highlight">{{ data.leaflet.ddNumber }}</strong>
|
||||
<span class="sublabel">{{ data.sponsorBankName || 'Sponsor Bank' }} · {{ data.branchName }}</span>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col">
|
||||
<span class="label">Face Value</span>
|
||||
<strong class="amount">₹{{ data.faceValue | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">+ Charges ₹{{ data.chargesAmount | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col">
|
||||
<span class="label">GST ({{ data.gstPercentage }}%)</span>
|
||||
<strong class="amount">₹{{ data.gstAmount | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">on charges only</span>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col highlight-col">
|
||||
<span class="label">{{ isAccountDebit ? 'Total Debited' : 'Total Cash Collected' }}</span>
|
||||
<strong class="total-amount">₹{{ data.totalCashPayable | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">
|
||||
@if (isAccountDebit) {
|
||||
{{ data.accountNo || 'Account' }}
|
||||
} @else {
|
||||
Denominations verified
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col">
|
||||
<span class="label">Face Value</span>
|
||||
<strong class="amount">₹{{ data.faceValue | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">+ Charges ₹{{ data.chargesAmount | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col">
|
||||
<span class="label">GST ({{ data.gstPercentage }}%)</span>
|
||||
<strong class="amount">₹{{ data.gstAmount | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">on charges only</span>
|
||||
</div>
|
||||
<div class="summary-divider"></div>
|
||||
<div class="summary-col highlight-col">
|
||||
<span class="label">{{ isAccountDebit ? 'Total Debited' : 'Total Cash Collected' }}</span>
|
||||
<strong class="total-amount">₹{{ data.totalCashPayable | number: '1.2-2' }}</strong>
|
||||
<span class="sublabel">
|
||||
@if (isAccountDebit) {
|
||||
{{ data.accountNo || 'Account' }}
|
||||
} @else {
|
||||
Denominations verified
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!--
|
||||
The account funding the draft, stated before the form.
|
||||
@@ -121,123 +210,237 @@ export interface CashierIssueDdDialogData {
|
||||
· {{ data.accountHolderName }}
|
||||
}
|
||||
<div class="dd-funding-sub">
|
||||
₹{{ data.totalCashPayable | number: '1.2-2' }} will be debited from this account when a checker
|
||||
approves. No cash is taken at the counter.
|
||||
@if (isSlip) {
|
||||
₹{{ slipTotal | number: '1.2-2' }} will be debited from this account as a
|
||||
<strong>single transaction</strong> covering all {{ lineCount }} drafts, when a checker approves the
|
||||
slip —
|
||||
<!-- A GL account has no passbook, so the reassurance a member gets is phrased for
|
||||
the ledger instead of promising a statement line that does not exist. -->
|
||||
@if (isGlFunded) {
|
||||
one journal entry against this GL account, not {{ lineCount }}.
|
||||
} @else {
|
||||
the member's passbook shows one entry, not {{ lineCount }}.
|
||||
}
|
||||
} @else {
|
||||
₹{{ data.totalCashPayable | number: '1.2-2' }} will be debited from this account when a checker
|
||||
approves. No cash is taken at the counter.
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<form [formGroup]="form" class="dd-form">
|
||||
<!--
|
||||
<!--
|
||||
A slip's drafts, one card each.
|
||||
|
||||
Face value and charge sit on the line rather than on the slip because that is how the bank
|
||||
actually uses this: three drafts to three institutions are three different amounts, and the
|
||||
charge is levied per draft. The server stores and posts them per line for the same reason.
|
||||
-->
|
||||
@if (isSlip) {
|
||||
<form [formGroup]="slipForm" class="dd-form">
|
||||
<div formArrayName="lines">
|
||||
@for (lineCtrl of slipLines.controls; track $index) {
|
||||
<div class="dd-line-card" [formGroupName]="$index">
|
||||
<div class="dd-line-head">
|
||||
<span class="dd-line-badge">DD {{ $index + 1 }} of {{ lineCount }}</span>
|
||||
@if (previewNumberAt($index)) {
|
||||
<span class="dd-line-number">No. {{ previewNumberAt($index) }} <em>(provisional)</em></span>
|
||||
}
|
||||
<span class="dd-line-total"> Debit ₹{{ lineTotalAt($index) | number: '1.2-2' }} </span>
|
||||
</div>
|
||||
|
||||
<mat-form-field appearance="outline" class="full-width">
|
||||
<mat-label>Beneficiary Name (In Favour Of) *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="beneficiaryName"
|
||||
placeholder="e.g. UNIVERSITY OF MUMBAI"
|
||||
maxlength="120"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="lineCtrl.get('beneficiaryName')?.hasError('required')"
|
||||
>Beneficiary name is required</mat-error
|
||||
>
|
||||
<mat-error *ngIf="lineCtrl.get('beneficiaryName')?.hasError('maxlength')"
|
||||
>Max 120 characters</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
|
||||
<div class="form-row">
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>Payable At - Branch *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="payableAtBranch"
|
||||
placeholder="e.g. FORT BRANCH"
|
||||
maxlength="150"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="lineCtrl.get('payableAtBranch')?.hasError('required')"
|
||||
>Payable Branch is required</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>Payable At - City *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="payableAtCity"
|
||||
placeholder="e.g. MUMBAI"
|
||||
maxlength="100"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="lineCtrl.get('payableAtCity')?.hasError('required')"
|
||||
>Payable City is required</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<div class="form-row">
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>Face Value *</mat-label>
|
||||
<input matInput type="number" formControlName="faceValue" placeholder="0.00" />
|
||||
<span matPrefix>₹ </span>
|
||||
<mat-error *ngIf="lineCtrl.get('faceValue')?.hasError('required')"
|
||||
>Face value is required</mat-error
|
||||
>
|
||||
<mat-error *ngIf="lineCtrl.get('faceValue')?.hasError('min')"
|
||||
>Face value must be greater than zero</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>Charges</mat-label>
|
||||
<input matInput type="number" formControlName="chargesAmount" placeholder="0.00" />
|
||||
<span matPrefix>₹ </span>
|
||||
<mat-hint>GST ₹{{ lineGstAt($index) | number: '1.2-2' }} at {{ data.gstPercentage }}%</mat-hint>
|
||||
<mat-error *ngIf="lineCtrl.get('chargesAmount')?.hasError('min')"
|
||||
>Charges cannot be negative</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</form>
|
||||
} @else {
|
||||
<form [formGroup]="form" class="dd-form">
|
||||
<!--
|
||||
Purchaser identity is asked for only when the bank has none: a walk-in paying cash. On an
|
||||
account debit the purchaser IS the account holder, already identified and KYC'd, and
|
||||
re-capturing a name and Aadhaar here would invite a mismatch against the account on record.
|
||||
-->
|
||||
@if (!isAccountDebit) {
|
||||
<div class="form-section-title">Walk-in Purchaser Details</div>
|
||||
@if (!isAccountDebit) {
|
||||
<div class="form-section-title">Walk-in Purchaser Details</div>
|
||||
|
||||
<div class="form-row">
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>Walk-in Purchaser Name *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="walkinPurchaserName"
|
||||
placeholder="e.g. RAMESH CHANDRA"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserName')?.hasError('required')"
|
||||
>Purchaser name is required</mat-error
|
||||
>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserName')?.hasError('minlength')"
|
||||
>Must be at least 3 characters</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>12-Digit Aadhaar Number *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="walkinPurchaserAadhaar"
|
||||
placeholder="12-digit Aadhaar"
|
||||
maxlength="12"
|
||||
/>
|
||||
<mat-hint>Masked to last 4 digits before storage</mat-hint>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserAadhaar')?.hasError('required')"
|
||||
>Aadhaar number is required</mat-error
|
||||
>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserAadhaar')?.hasError('pattern')"
|
||||
>Must be exactly 12 numeric digits</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<mat-form-field appearance="outline" class="full-width">
|
||||
<mat-label>Purchaser Address / Location *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="walkinPurchaserAddress"
|
||||
placeholder="e.g. 14, SECTOR 5, MAIN ROAD, MUMBAI"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserAddress')?.hasError('required')"
|
||||
>Address is required</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
<!-- Beneficiary Section -->
|
||||
<div class="form-section-title">Beneficiary & Payment Details</div>
|
||||
|
||||
<mat-form-field appearance="outline" class="full-width">
|
||||
<mat-label>Beneficiary Name (In Favour Of) *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="beneficiaryName"
|
||||
placeholder="e.g. UNIVERSITY OF MUMBAI"
|
||||
maxlength="120"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="form.get('beneficiaryName')?.hasError('required')"
|
||||
>Beneficiary name is required</mat-error
|
||||
>
|
||||
<mat-error *ngIf="form.get('beneficiaryName')?.hasError('maxlength')">Max 120 characters</mat-error>
|
||||
</mat-form-field>
|
||||
|
||||
<div class="form-row">
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>Walk-in Purchaser Name *</mat-label>
|
||||
<mat-label>Payable At - Branch *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="walkinPurchaserName"
|
||||
placeholder="e.g. RAMESH CHANDRA"
|
||||
formControlName="payableAtBranch"
|
||||
placeholder="e.g. FORT BRANCH"
|
||||
maxlength="150"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserName')?.hasError('required')"
|
||||
>Purchaser name is required</mat-error
|
||||
>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserName')?.hasError('minlength')"
|
||||
>Must be at least 3 characters</mat-error
|
||||
<mat-error *ngIf="form.get('payableAtBranch')?.hasError('required')"
|
||||
>Payable Branch is required</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>12-Digit Aadhaar Number *</mat-label>
|
||||
<mat-label>Payable At - City *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="walkinPurchaserAadhaar"
|
||||
placeholder="12-digit Aadhaar"
|
||||
maxlength="12"
|
||||
formControlName="payableAtCity"
|
||||
placeholder="e.g. MUMBAI"
|
||||
maxlength="100"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-hint>Masked to last 4 digits before storage</mat-hint>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserAadhaar')?.hasError('required')"
|
||||
>Aadhaar number is required</mat-error
|
||||
>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserAadhaar')?.hasError('pattern')"
|
||||
>Must be exactly 12 numeric digits</mat-error
|
||||
>
|
||||
<mat-error *ngIf="form.get('payableAtCity')?.hasError('required')">Payable City is required</mat-error>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<mat-form-field appearance="outline" class="full-width">
|
||||
<mat-label>Purchaser Address / Location *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="walkinPurchaserAddress"
|
||||
placeholder="e.g. 14, SECTOR 5, MAIN ROAD, MUMBAI"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="form.get('walkinPurchaserAddress')?.hasError('required')"
|
||||
>Address is required</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
<!-- Beneficiary Section -->
|
||||
<div class="form-section-title">Beneficiary & Payment Details</div>
|
||||
|
||||
<mat-form-field appearance="outline" class="full-width">
|
||||
<mat-label>Beneficiary Name (In Favour Of) *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="beneficiaryName"
|
||||
placeholder="e.g. UNIVERSITY OF MUMBAI"
|
||||
maxlength="120"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="form.get('beneficiaryName')?.hasError('required')"
|
||||
>Beneficiary name is required</mat-error
|
||||
>
|
||||
<mat-error *ngIf="form.get('beneficiaryName')?.hasError('maxlength')">Max 120 characters</mat-error>
|
||||
</mat-form-field>
|
||||
|
||||
<div class="form-row">
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>Payable At - Branch *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="payableAtBranch"
|
||||
placeholder="e.g. FORT BRANCH"
|
||||
maxlength="150"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="form.get('payableAtBranch')?.hasError('required')"
|
||||
>Payable Branch is required</mat-error
|
||||
>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="form-field-flex">
|
||||
<mat-label>Payable At - City *</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="payableAtCity"
|
||||
placeholder="e.g. MUMBAI"
|
||||
maxlength="100"
|
||||
style="text-transform: uppercase;"
|
||||
/>
|
||||
<mat-error *ngIf="form.get('payableAtCity')?.hasError('required')">Payable City is required</mat-error>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</form>
|
||||
</form>
|
||||
}
|
||||
</mat-dialog-content>
|
||||
|
||||
<mat-dialog-actions class="dd-dialog-actions" align="end">
|
||||
@if (isSlip) {
|
||||
<span class="dd-actions-total">
|
||||
{{ lineCount }} drafts · <strong>₹{{ slipTotal | number: '1.2-2' }}</strong> to debit
|
||||
</span>
|
||||
}
|
||||
<button mat-button type="button" (click)="onClose()">Cancel</button>
|
||||
<button mat-flat-button color="primary" [disabled]="form.invalid" (click)="onSubmit()">
|
||||
Save DD Details
|
||||
<button mat-flat-button color="primary" [disabled]="activeForm.invalid" (click)="onSubmit()">
|
||||
{{ isSlip ? 'Save Slip Details' : 'Save DD Details' }}
|
||||
</button>
|
||||
</mat-dialog-actions>
|
||||
</div>
|
||||
@@ -395,6 +598,81 @@ export interface CashierIssueDdDialogData {
|
||||
line-height: 1.5;
|
||||
color: #64748b;
|
||||
}
|
||||
/* One card per draft on a slip — the boundary is what stops a clerk typing line 2's
|
||||
beneficiary against line 1's amount. */
|
||||
.dd-line-card {
|
||||
border: 1px solid #e2e8f0;
|
||||
border-left: 3px solid #0369a1;
|
||||
border-radius: 8px;
|
||||
padding: 14px 16px 4px;
|
||||
margin-bottom: 14px;
|
||||
background: #fcfdff;
|
||||
}
|
||||
.dd-line-head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
flex-wrap: wrap;
|
||||
margin-bottom: 12px;
|
||||
}
|
||||
.dd-line-badge {
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.4px;
|
||||
color: #ffffff;
|
||||
background: #0369a1;
|
||||
padding: 3px 9px;
|
||||
border-radius: 999px;
|
||||
}
|
||||
.dd-line-number {
|
||||
font-family: monospace;
|
||||
font-size: 12px;
|
||||
color: #475569;
|
||||
}
|
||||
.dd-line-number em {
|
||||
font-style: normal;
|
||||
color: #94a3b8;
|
||||
font-size: 11px;
|
||||
}
|
||||
.dd-line-total {
|
||||
margin-left: auto;
|
||||
font-size: 12px;
|
||||
font-weight: 600;
|
||||
color: #065f46;
|
||||
background: #ecfdf5;
|
||||
border: 1px solid #a7f3d0;
|
||||
padding: 3px 10px;
|
||||
border-radius: 6px;
|
||||
}
|
||||
.dd-preview-note {
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
align-items: flex-start;
|
||||
margin: 0 0 16px;
|
||||
padding: 9px 12px;
|
||||
background: #fffbeb;
|
||||
border: 1px solid #fde68a;
|
||||
border-radius: 6px;
|
||||
font-size: 12px;
|
||||
line-height: 1.5;
|
||||
color: #78350f;
|
||||
}
|
||||
.dd-preview-note mat-icon {
|
||||
color: #b45309;
|
||||
font-size: 18px;
|
||||
width: 18px;
|
||||
height: 18px;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
.dd-actions-total {
|
||||
margin-right: auto;
|
||||
font-size: 13px;
|
||||
color: #475569;
|
||||
}
|
||||
.dd-actions-total strong {
|
||||
color: #065f46;
|
||||
}
|
||||
`
|
||||
]
|
||||
})
|
||||
@@ -404,13 +682,127 @@ export class CashierIssueDdDialogComponent implements OnInit {
|
||||
public data: CashierIssueDdDialogData = inject(MAT_DIALOG_DATA);
|
||||
|
||||
form!: FormGroup;
|
||||
/** Built only in slip mode; `form` stays untouched so the single-draft path is unchanged. */
|
||||
slipForm!: FormGroup;
|
||||
|
||||
/** Whether the draft is funded by debiting a member's account rather than by cash at the counter. */
|
||||
get isAccountDebit(): boolean {
|
||||
return this.data.paymentMethod === 'ACCOUNT_DEBIT';
|
||||
}
|
||||
|
||||
/** How many drafts this dialog is capturing — 1 unless the clerk asked for a slip. */
|
||||
get lineCount(): number {
|
||||
const n = Number(this.data.ddCount) || 1;
|
||||
return n > 1 ? n : 1;
|
||||
}
|
||||
|
||||
/** Whether this dialog is capturing a multi-DD slip rather than a single draft. */
|
||||
get isSlip(): boolean {
|
||||
return this.lineCount > 1;
|
||||
}
|
||||
|
||||
/** Whether the debit lands on a GL account rather than a member's — wording only. */
|
||||
get isGlFunded(): boolean {
|
||||
return !!this.data.glFunded;
|
||||
}
|
||||
|
||||
/** The form the Save button validates against — whichever of the two was built. */
|
||||
get activeForm(): FormGroup {
|
||||
return this.isSlip ? this.slipForm : this.form;
|
||||
}
|
||||
|
||||
get slipLines(): FormArray {
|
||||
return this.slipForm.get('lines') as FormArray;
|
||||
}
|
||||
|
||||
/** The provisional leaflet number shown against a line, if the caller supplied a run of them. */
|
||||
previewNumberAt(index: number): string | null {
|
||||
return this.data.previewDdNumbers?.[index] ?? null;
|
||||
}
|
||||
|
||||
private lineValueAt(index: number, field: string): number {
|
||||
return Number(this.slipLines.at(index)?.get(field)?.value) || 0;
|
||||
}
|
||||
|
||||
/**
|
||||
* GST on one line's charge.
|
||||
*
|
||||
* Rounded per line, matching the server, which computes and stores GST against each draft rather
|
||||
* than once for the slip. Summing rounded lines and rounding a summed charge can differ by a
|
||||
* paisa, and it is the per-line figure that ends up on the draft.
|
||||
*/
|
||||
lineGstAt(index: number): number {
|
||||
const charges = this.lineValueAt(index, 'chargesAmount');
|
||||
if (charges <= 0) return 0;
|
||||
return Math.round(charges * (Number(this.data.gstPercentage) || 0)) / 100;
|
||||
}
|
||||
|
||||
/** What one line adds to the debit — its face value, its charge and the GST on that charge. */
|
||||
lineTotalAt(index: number): number {
|
||||
return this.lineValueAt(index, 'faceValue') + this.lineValueAt(index, 'chargesAmount') + this.lineGstAt(index);
|
||||
}
|
||||
|
||||
get slipFaceValue(): number {
|
||||
return this.slipLines.controls.reduce((sum, _c, i) => sum + this.lineValueAt(i, 'faceValue'), 0);
|
||||
}
|
||||
|
||||
get slipCharges(): number {
|
||||
return this.slipLines.controls.reduce((sum, _c, i) => sum + this.lineValueAt(i, 'chargesAmount'), 0);
|
||||
}
|
||||
|
||||
get slipGst(): number {
|
||||
return this.slipLines.controls.reduce((sum, _c, i) => sum + this.lineGstAt(i), 0);
|
||||
}
|
||||
|
||||
/** The figure the account is debited for — rounded up to the whole rupee, as the single flow does. */
|
||||
get slipTotal(): number {
|
||||
return Math.ceil(this.slipFaceValue + this.slipCharges + this.slipGst - 1e-9);
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
if (this.isSlip) {
|
||||
this.slipForm = this.fb.group({
|
||||
lines: this.fb.array(
|
||||
Array.from({ length: this.lineCount }, () =>
|
||||
this.fb.group({
|
||||
beneficiaryName: [
|
||||
'',
|
||||
[
|
||||
Validators.required,
|
||||
Validators.maxLength(120)
|
||||
]
|
||||
],
|
||||
payableAtBranch: [
|
||||
'',
|
||||
[Validators.required]
|
||||
],
|
||||
payableAtCity: [
|
||||
'',
|
||||
[Validators.required]
|
||||
],
|
||||
// Zero is rejected rather than merely warned about: the server refuses a line with a
|
||||
// face value at or below zero, and a slip that fails there has already cost the clerk
|
||||
// every other line they typed.
|
||||
faceValue: [
|
||||
null as
|
||||
| number
|
||||
| null,
|
||||
[
|
||||
Validators.required,
|
||||
Validators.min(0.01)
|
||||
]
|
||||
],
|
||||
chargesAmount: [
|
||||
0,
|
||||
[Validators.min(0)]
|
||||
]
|
||||
})
|
||||
)
|
||||
)
|
||||
});
|
||||
return;
|
||||
}
|
||||
|
||||
// Walk-in identity is required for cash and rejected outright for an account debit — the server
|
||||
// refuses a walk-in name alongside an account — so the controls are only built when they apply.
|
||||
// Registering them unconditionally and merely hiding them would hold the form invalid on a
|
||||
@@ -477,7 +869,25 @@ export class CashierIssueDdDialogComponent implements OnInit {
|
||||
}
|
||||
|
||||
onSubmit(): void {
|
||||
if (this.form.invalid) return;
|
||||
if (this.activeForm.invalid) return;
|
||||
|
||||
// A slip closes with its lines. There is no walk-in branch here: a slip is only ever offered on
|
||||
// a member-account debit, where the purchaser is the account holder already on record.
|
||||
if (this.isSlip) {
|
||||
const lines: DdSlipLineResult[] = this.slipLines.controls.map((c) => {
|
||||
const v = c.value;
|
||||
return {
|
||||
beneficiaryName: (v.beneficiaryName || '').trim().toUpperCase(),
|
||||
payableAtBranch: (v.payableAtBranch || '').trim().toUpperCase(),
|
||||
payableAtCity: (v.payableAtCity || '').trim().toUpperCase(),
|
||||
faceValue: Number(v.faceValue) || 0,
|
||||
chargesAmount: Number(v.chargesAmount) || 0
|
||||
};
|
||||
});
|
||||
this.dialogRef.close({ lines });
|
||||
return;
|
||||
}
|
||||
|
||||
const val = this.form.value;
|
||||
const beneficiary = {
|
||||
beneficiaryName: (val.beneficiaryName || '').trim().toUpperCase(),
|
||||
|
||||
@@ -166,23 +166,50 @@
|
||||
</div>
|
||||
<div class="ws-f ws-f--actyp">
|
||||
<label class="ws-f__lbl" title="Account Type">AC. TP.</label>
|
||||
<select
|
||||
class="ws-f__ctl"
|
||||
[(ngModel)]="row.acTyp"
|
||||
(click)="$event.stopPropagation()"
|
||||
(change)="
|
||||
row.acTyp === 'GL' &&
|
||||
row.typ !== 'Disbursement' &&
|
||||
row.typ !== 'Fund Transfer' &&
|
||||
row.typ !== 'Enter Bank Transfer' &&
|
||||
(row.dbCr = 'Cr')
|
||||
"
|
||||
>
|
||||
@for (a of acTypOptionsFor(row); track a) {
|
||||
<option [value]="a">{{ a }}</option>
|
||||
}
|
||||
</select>
|
||||
@if (acTypLockedByToken && row === selectedRow) {
|
||||
<span
|
||||
class="ws-f__ctl ws-f__ctl--locked"
|
||||
title="Locked — filled from a token-driven request, not a normal account entry"
|
||||
>{{ acTypLockedLabel }}</span
|
||||
>
|
||||
} @else {
|
||||
<select
|
||||
class="ws-f__ctl"
|
||||
[(ngModel)]="row.acTyp"
|
||||
(click)="$event.stopPropagation()"
|
||||
(change)="
|
||||
row.acTyp === 'GL' &&
|
||||
row.typ !== 'Disbursement' &&
|
||||
row.typ !== 'Fund Transfer' &&
|
||||
row.typ !== 'Enter Bank Transfer' &&
|
||||
(row.dbCr = 'Cr')
|
||||
"
|
||||
>
|
||||
@for (a of acTypOptionsFor(row); track a) {
|
||||
<option [value]="a">{{ a }}</option>
|
||||
}
|
||||
</select>
|
||||
}
|
||||
</div>
|
||||
@if (showsEntryType(row)) {
|
||||
<div class="ws-f ws-f--paytype">
|
||||
<label
|
||||
class="ws-f__lbl ws-f__lbl--accent"
|
||||
title="What this money was actually collected for — checked before a share application or DD issuance can adopt this voucher"
|
||||
>ENTRY TYPE</label
|
||||
>
|
||||
<select
|
||||
class="ws-f__ctl ws-f__ctl--accent"
|
||||
[(ngModel)]="row.entryTypeCvId"
|
||||
(click)="$event.stopPropagation()"
|
||||
>
|
||||
<option [ngValue]="null">Select…</option>
|
||||
@for (t of entryTypeOptions; track t.id) {
|
||||
<option [ngValue]="t.id">{{ t.name }}</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -206,14 +233,20 @@
|
||||
? ddGlMapping?.ddPayableGlCode || 'Auto GL'
|
||||
: 'Account number'
|
||||
"
|
||||
[readonly]="row.typ === 'DD' && !isDdAccountDebitRow(row)"
|
||||
[class.ws-f__ctl--readonly]="row.typ === 'DD' && !isDdAccountDebitRow(row)"
|
||||
[readonly]="
|
||||
(row.typ === 'DD' && !isDdAccountDebitRow(row)) || (acTypLockedByToken && row === selectedRow)
|
||||
"
|
||||
[class.ws-f__ctl--readonly]="
|
||||
(row.typ === 'DD' && !isDdAccountDebitRow(row)) || (acTypLockedByToken && row === selectedRow)
|
||||
"
|
||||
[title]="
|
||||
isDdAccountDebitRow(row)
|
||||
? 'Member account the draft is funded from'
|
||||
: row.typ === 'DD'
|
||||
? 'Configured Sponsor DD Payable GL (Auto-selected)'
|
||||
: 'Account number'
|
||||
acTypLockedByToken && row === selectedRow
|
||||
? 'Locked — filled from a token-driven request, not a normal account entry'
|
||||
: isDdAccountDebitRow(row)
|
||||
? 'Member account the draft is funded from'
|
||||
: row.typ === 'DD'
|
||||
? 'Configured Sponsor DD Payable GL (Auto-selected)'
|
||||
: 'Account number'
|
||||
"
|
||||
/>
|
||||
</div>
|
||||
@@ -286,9 +319,13 @@
|
||||
[value]="row.amount ?? ''"
|
||||
(input)="row.amount = +$any($event.target).value; syncShareLinkedAmounts()"
|
||||
(click)="$event.stopPropagation()"
|
||||
[placeholder]="row.acTyp === 'SHR' ? '0' : '0.00'"
|
||||
[readonly]="!isClerk && !!(activeWithdrawalRequest || activeClosureRequest)"
|
||||
[class.ws-amt-input--locked]="!isClerk && !!(activeWithdrawalRequest || activeClosureRequest)"
|
||||
[placeholder]="isMultiDdRow(row) ? 'Per draft' : row.acTyp === 'SHR' ? '0' : '0.00'"
|
||||
[readonly]="
|
||||
isMultiDdRow(row) || (!isClerk && !!(activeWithdrawalRequest || activeClosureRequest))
|
||||
"
|
||||
[class.ws-amt-input--locked]="
|
||||
isMultiDdRow(row) || (!isClerk && !!(activeWithdrawalRequest || activeClosureRequest))
|
||||
"
|
||||
/>
|
||||
</div>
|
||||
@if (row.acTyp === 'SHR' && rowSharePrices[row.acNo]) {
|
||||
@@ -298,6 +335,19 @@
|
||||
}}/share</span
|
||||
>
|
||||
}
|
||||
<!-- On a slip the face value belongs to each draft, so the row total is the sum of
|
||||
them and is filled in by the dialog rather than typed here. A clerk-typed
|
||||
figure could disagree with the drafts, and the account would be debited for
|
||||
a total the drafts do not add up to. -->
|
||||
@if (isMultiDdRow(row)) {
|
||||
<span class="ws-f__hint">
|
||||
{{
|
||||
row.ddLines?.length
|
||||
? 'Total of ' + row.ddLines?.length + ' drafts'
|
||||
: 'Set per draft in Fill DD Details'
|
||||
}}
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
@if (row.acTyp === 'SHR' && (row.typ === 'Enter Bank Transfer' || row.typ === 'Fund Transfer')) {
|
||||
<div class="ws-f ws-f--cheqno">
|
||||
@@ -377,9 +427,36 @@
|
||||
<div class="ws-group ws-group--flex">
|
||||
<span class="ws-caption">DD Charges & GST — Admin Rate {{ ddGstPercentage }}%</span>
|
||||
<div class="ws-group__fields">
|
||||
<!-- How many drafts this one debit funds. Typed before the details are filled in,
|
||||
because it is what decides how many beneficiary forms the dialog presents.
|
||||
Offered only where the server can honour it: a member savings/current
|
||||
account debit, never a GL or cash draft. -->
|
||||
@if (canRowBeMultiDd(row)) {
|
||||
<div class="ws-f ws-f--amt">
|
||||
<label class="ws-f__lbl" title="Number of demand drafts to raise against this single debit"
|
||||
>NO. OF DD</label
|
||||
>
|
||||
<div class="ws-amt-wrap">
|
||||
<input
|
||||
class="ws-f__ctl ws-amt-input"
|
||||
type="number"
|
||||
min="1"
|
||||
[max]="maxDdSlipLines"
|
||||
step="1"
|
||||
[value]="ddCountFor(row)"
|
||||
(input)="onDdCountChange(row, +$any($event.target).value)"
|
||||
(click)="$event.stopPropagation()"
|
||||
placeholder="1"
|
||||
/>
|
||||
</div>
|
||||
@if (isMultiDdRow(row)) {
|
||||
<span class="ws-f__hint">One debit · {{ ddCountFor(row) }} drafts</span>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
<div class="ws-f ws-f--amt">
|
||||
<label class="ws-f__lbl" title="DD issuance charges / commission">CHARGES</label>
|
||||
<div class="ws-amt-wrap">
|
||||
<div class="ws-amt-wrap" [class.ws-amt-wrap--locked]="isMultiDdRow(row)">
|
||||
<span class="ws-amt-prefix">₹</span>
|
||||
<input
|
||||
class="ws-f__ctl ws-amt-input"
|
||||
@@ -388,8 +465,15 @@
|
||||
(input)="row.ddCharges = +$any($event.target).value"
|
||||
(click)="$event.stopPropagation()"
|
||||
placeholder="0.00"
|
||||
[readonly]="isMultiDdRow(row)"
|
||||
[class.ws-amt-input--locked]="isMultiDdRow(row)"
|
||||
/>
|
||||
</div>
|
||||
<!-- Charges are levied per draft and can differ between them, so on a slip they
|
||||
are entered against each draft and totalled here. -->
|
||||
@if (isMultiDdRow(row)) {
|
||||
<span class="ws-f__hint">Set per draft</span>
|
||||
}
|
||||
</div>
|
||||
<div class="ws-f ws-f--amt">
|
||||
<label class="ws-f__lbl" title="GST on charges, at the admin-configured rate">
|
||||
@@ -400,7 +484,7 @@
|
||||
<input
|
||||
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
||||
type="text"
|
||||
[value]="ddGstAmountFor(row) | number: '1.2-2'"
|
||||
[value]="ddGstDisplayFor(row)"
|
||||
readonly
|
||||
/>
|
||||
</div>
|
||||
@@ -414,7 +498,7 @@
|
||||
<input
|
||||
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
||||
type="text"
|
||||
[value]="ddTotalPayableFor(row)"
|
||||
[value]="ddTotalDisplayFor(row)"
|
||||
readonly
|
||||
/>
|
||||
</div>
|
||||
@@ -427,18 +511,27 @@
|
||||
[disabled]="saving"
|
||||
(click)="openIssueWalkinDd(row); $event.stopPropagation()"
|
||||
[title]="
|
||||
isDdAccountDebitRow(row)
|
||||
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
||||
: 'Auto-selects next available leaflet and opens walk-in purchaser form'
|
||||
isMultiDdRow(row)
|
||||
? 'Opens one beneficiary form per draft; DD numbers are allocated on submission'
|
||||
: isDdAccountDebitRow(row)
|
||||
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
||||
: 'Auto-selects next available leaflet and opens walk-in purchaser form'
|
||||
"
|
||||
>
|
||||
<mat-icon style="font-size: 18px; width: 18px; height: 18px">{{
|
||||
row.ddDetails ? 'edit_note' : 'post_add'
|
||||
row.ddDetails || row.ddLines?.length ? 'edit_note' : 'post_add'
|
||||
}}</mat-icon>
|
||||
<!-- Names the leaflet once details are captured, so the clerk can see at a
|
||||
glance which rows are ready before pressing Save. -->
|
||||
glance which rows are ready before pressing Save. A slip names the count
|
||||
instead: its numbers are not allocated until it is submitted. -->
|
||||
<span>{{
|
||||
row.ddDetails ? 'DD ' + row.ddDetails.ddNumber + ' · Edit Details' : 'Fill DD Details'
|
||||
row.ddLines?.length
|
||||
? row.ddLines?.length + ' Drafts Captured · Edit Slip'
|
||||
: row.ddDetails
|
||||
? 'DD ' + row.ddDetails.ddNumber + ' · Edit Details'
|
||||
: isMultiDdRow(row)
|
||||
? 'Fill ' + ddCountFor(row) + ' DD Details'
|
||||
: 'Fill DD Details'
|
||||
}}</span>
|
||||
</button>
|
||||
</div>
|
||||
@@ -1523,23 +1616,50 @@
|
||||
</div>
|
||||
<div class="ws-f ws-f--actyp">
|
||||
<label class="ws-f__lbl">AC. TP.</label>
|
||||
<select
|
||||
class="ws-f__ctl"
|
||||
[(ngModel)]="row.acTyp"
|
||||
(click)="$event.stopPropagation()"
|
||||
(change)="
|
||||
row.acTyp === 'GL' &&
|
||||
row.typ !== 'Disbursement' &&
|
||||
row.typ !== 'Fund Transfer' &&
|
||||
row.typ !== 'Enter Bank Transfer' &&
|
||||
(row.dbCr = 'Cr')
|
||||
"
|
||||
>
|
||||
@for (a of acTypOptionsFor(row); track a) {
|
||||
<option [value]="a">{{ a }}</option>
|
||||
}
|
||||
</select>
|
||||
@if (acTypLockedByToken && row === selectedRow) {
|
||||
<span
|
||||
class="ws-f__ctl ws-f__ctl--locked"
|
||||
title="Locked — filled from a token-driven request, not a normal account entry"
|
||||
>{{ acTypLockedLabel }}</span
|
||||
>
|
||||
} @else {
|
||||
<select
|
||||
class="ws-f__ctl"
|
||||
[(ngModel)]="row.acTyp"
|
||||
(click)="$event.stopPropagation()"
|
||||
(change)="
|
||||
row.acTyp === 'GL' &&
|
||||
row.typ !== 'Disbursement' &&
|
||||
row.typ !== 'Fund Transfer' &&
|
||||
row.typ !== 'Enter Bank Transfer' &&
|
||||
(row.dbCr = 'Cr')
|
||||
"
|
||||
>
|
||||
@for (a of acTypOptionsFor(row); track a) {
|
||||
<option [value]="a">{{ a }}</option>
|
||||
}
|
||||
</select>
|
||||
}
|
||||
</div>
|
||||
@if (showsEntryType(row)) {
|
||||
<div class="ws-f ws-f--paytype">
|
||||
<label
|
||||
class="ws-f__lbl ws-f__lbl--accent"
|
||||
title="What this money was actually collected for — checked before a share application or DD issuance can adopt this voucher"
|
||||
>ENTRY TYPE</label
|
||||
>
|
||||
<select
|
||||
class="ws-f__ctl ws-f__ctl--accent"
|
||||
[(ngModel)]="row.entryTypeCvId"
|
||||
(click)="$event.stopPropagation()"
|
||||
>
|
||||
<option [ngValue]="null">Select…</option>
|
||||
@for (t of entryTypeOptions; track t.id) {
|
||||
<option [ngValue]="t.id">{{ t.name }}</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
<div class="ws-vdivider"></div>
|
||||
@@ -1556,10 +1676,16 @@
|
||||
[placeholder]="
|
||||
row.typ === 'DD' ? ddGlMapping?.ddPayableGlCode || 'Auto GL' : 'Account number'
|
||||
"
|
||||
[readonly]="row.typ === 'DD'"
|
||||
[class.ws-f__ctl--readonly]="row.typ === 'DD'"
|
||||
[readonly]="row.typ === 'DD' || (acTypLockedByToken && row === selectedRow)"
|
||||
[class.ws-f__ctl--readonly]="
|
||||
row.typ === 'DD' || (acTypLockedByToken && row === selectedRow)
|
||||
"
|
||||
[title]="
|
||||
row.typ === 'DD' ? 'Configured Sponsor DD Payable GL (Auto-selected)' : 'Account number'
|
||||
acTypLockedByToken && row === selectedRow
|
||||
? 'Locked — filled from a token-driven request, not a normal account entry'
|
||||
: row.typ === 'DD'
|
||||
? 'Configured Sponsor DD Payable GL (Auto-selected)'
|
||||
: 'Account number'
|
||||
"
|
||||
/>
|
||||
</div>
|
||||
@@ -1628,10 +1754,12 @@
|
||||
[value]="row.amount ?? ''"
|
||||
(input)="row.amount = +$any($event.target).value; syncShareLinkedAmounts()"
|
||||
(click)="$event.stopPropagation()"
|
||||
[placeholder]="row.acTyp === 'SHR' ? '0' : '0.00'"
|
||||
[readonly]="!isClerk && !!(activeWithdrawalRequest || activeClosureRequest)"
|
||||
[placeholder]="isMultiDdRow(row) ? 'Per draft' : row.acTyp === 'SHR' ? '0' : '0.00'"
|
||||
[readonly]="
|
||||
isMultiDdRow(row) || (!isClerk && !!(activeWithdrawalRequest || activeClosureRequest))
|
||||
"
|
||||
[class.ws-amt-input--locked]="
|
||||
!isClerk && !!(activeWithdrawalRequest || activeClosureRequest)
|
||||
isMultiDdRow(row) || (!isClerk && !!(activeWithdrawalRequest || activeClosureRequest))
|
||||
"
|
||||
/>
|
||||
</div>
|
||||
@@ -1642,6 +1770,19 @@
|
||||
}}/share</span
|
||||
>
|
||||
}
|
||||
<!-- On a slip the face value belongs to each draft, so the row total is the
|
||||
sum of them and is filled in by the dialog rather than typed here. A
|
||||
clerk-typed figure could disagree with the drafts, and the account would
|
||||
be debited for a total the drafts do not add up to. -->
|
||||
@if (isMultiDdRow(row)) {
|
||||
<span class="ws-f__hint">
|
||||
{{
|
||||
row.ddLines?.length
|
||||
? 'Total of ' + row.ddLines?.length + ' drafts'
|
||||
: 'Set per draft in Fill DD Details'
|
||||
}}
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
@if (
|
||||
row.acTyp === 'SHR' && (row.typ === 'Enter Bank Transfer' || row.typ === 'Fund Transfer')
|
||||
@@ -1706,9 +1847,38 @@
|
||||
<div class="ws-group ws-group--flex">
|
||||
<span class="ws-caption">DD Charges & GST — Admin Rate {{ ddGstPercentage }}%</span>
|
||||
<div class="ws-group__fields">
|
||||
<!-- How many drafts this one debit funds. Typed before the details are filled
|
||||
in, because it is what decides how many beneficiary forms the dialog
|
||||
presents. Offered only where the server can honour it: a member
|
||||
savings/current account debit, never a GL or cash draft. -->
|
||||
@if (canRowBeMultiDd(row)) {
|
||||
<div class="ws-f ws-f--amt">
|
||||
<label
|
||||
class="ws-f__lbl"
|
||||
title="Number of demand drafts to raise against this single debit"
|
||||
>NO. OF DD</label
|
||||
>
|
||||
<div class="ws-amt-wrap">
|
||||
<input
|
||||
class="ws-f__ctl ws-amt-input"
|
||||
type="number"
|
||||
min="1"
|
||||
[max]="maxDdSlipLines"
|
||||
step="1"
|
||||
[value]="ddCountFor(row)"
|
||||
(input)="onDdCountChange(row, +$any($event.target).value)"
|
||||
(click)="$event.stopPropagation()"
|
||||
placeholder="1"
|
||||
/>
|
||||
</div>
|
||||
@if (isMultiDdRow(row)) {
|
||||
<span class="ws-f__hint">One debit · {{ ddCountFor(row) }} drafts</span>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
<div class="ws-f ws-f--amt">
|
||||
<label class="ws-f__lbl" title="DD issuance charges / commission">CHARGES</label>
|
||||
<div class="ws-amt-wrap">
|
||||
<div class="ws-amt-wrap" [class.ws-amt-wrap--locked]="isMultiDdRow(row)">
|
||||
<span class="ws-amt-prefix">₹</span>
|
||||
<input
|
||||
class="ws-f__ctl ws-amt-input"
|
||||
@@ -1717,8 +1887,15 @@
|
||||
(input)="row.ddCharges = +$any($event.target).value"
|
||||
(click)="$event.stopPropagation()"
|
||||
placeholder="0.00"
|
||||
[readonly]="isMultiDdRow(row)"
|
||||
[class.ws-amt-input--locked]="isMultiDdRow(row)"
|
||||
/>
|
||||
</div>
|
||||
<!-- Charges are levied per draft and can differ between them, so on a slip
|
||||
they are entered against each draft and totalled here. -->
|
||||
@if (isMultiDdRow(row)) {
|
||||
<span class="ws-f__hint">Set per draft</span>
|
||||
}
|
||||
</div>
|
||||
<div class="ws-f ws-f--amt">
|
||||
<label class="ws-f__lbl" title="GST on charges, at the admin-configured rate">
|
||||
@@ -1729,7 +1906,7 @@
|
||||
<input
|
||||
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
||||
type="text"
|
||||
[value]="ddGstAmountFor(row) | number: '1.2-2'"
|
||||
[value]="ddGstDisplayFor(row)"
|
||||
readonly
|
||||
/>
|
||||
</div>
|
||||
@@ -1743,7 +1920,7 @@
|
||||
<input
|
||||
class="ws-f__ctl ws-amt-input ws-amt-input--locked"
|
||||
type="text"
|
||||
[value]="ddTotalPayableFor(row)"
|
||||
[value]="ddTotalDisplayFor(row)"
|
||||
readonly
|
||||
/>
|
||||
</div>
|
||||
@@ -1756,13 +1933,28 @@
|
||||
[disabled]="saving"
|
||||
(click)="openIssueWalkinDd(row); $event.stopPropagation()"
|
||||
[title]="
|
||||
isDdAccountDebitRow(row)
|
||||
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
||||
: 'Auto-selects next available leaflet and opens walk-in purchaser form'
|
||||
isMultiDdRow(row)
|
||||
? 'Opens one beneficiary form per draft; DD numbers are allocated on submission'
|
||||
: isDdAccountDebitRow(row)
|
||||
? 'Auto-selects next available leaflet and opens the beneficiary form'
|
||||
: 'Auto-selects next available leaflet and opens walk-in purchaser form'
|
||||
"
|
||||
>
|
||||
<mat-icon style="font-size: 18px; width: 18px; height: 18px">post_add</mat-icon>
|
||||
<span>Fill DD Details</span>
|
||||
<mat-icon style="font-size: 18px; width: 18px; height: 18px">{{
|
||||
row.ddDetails || row.ddLines?.length ? 'edit_note' : 'post_add'
|
||||
}}</mat-icon>
|
||||
<!-- Names what has been captured, so the clerk can see at a glance which
|
||||
rows are ready before pressing Save. A slip names its count instead:
|
||||
its numbers are not allocated until it is submitted. -->
|
||||
<span>{{
|
||||
row.ddLines?.length
|
||||
? row.ddLines?.length + ' Drafts Captured · Edit Slip'
|
||||
: row.ddDetails
|
||||
? 'DD ' + row.ddDetails.ddNumber + ' · Edit Details'
|
||||
: isMultiDdRow(row)
|
||||
? 'Fill ' + ddCountFor(row) + ' DD Details'
|
||||
: 'Fill DD Details'
|
||||
}}</span>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -916,6 +916,20 @@ input.ws-f__ctl--readonly {
|
||||
font-size: 11px;
|
||||
}
|
||||
|
||||
/* AC.TP shown as a locked label instead of the normal editable select, while the row is filled
|
||||
from a token-driven request whose real account type row.acTyp cannot show (see
|
||||
acTypLockedByToken in the component). */
|
||||
span.ws-f__ctl--locked {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
background: #f1f5f9;
|
||||
color: #475569;
|
||||
cursor: not-allowed;
|
||||
user-select: none;
|
||||
font-size: 11px;
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
input.ws-amt-input--locked {
|
||||
background: #fef9c3;
|
||||
color: #713f12;
|
||||
|
||||
@@ -53,6 +53,19 @@ interface TxnRow {
|
||||
/** DD issuance charges/commission — only used when TYPE=DD, TXN TP=Cash, AC.TP=GL */
|
||||
ddCharges: number | null;
|
||||
sponsorBankId?: number | null;
|
||||
/**
|
||||
* What a GL credit is actually for — the id of a code value under "GLEntryType" (General, Share
|
||||
* Collection, DD Issue, or whatever an admin has added under Admin > System > Manage Codes).
|
||||
*
|
||||
* A cashier Receipt (or a clerk Collection) into a GL account is the counter picking, by hand,
|
||||
* any account to post cash into — deliberately, so a broken product mapping can never block a
|
||||
* genuine voucher. That freedom is also the hole: two unrelated flows can land in the same GL
|
||||
* account with nothing on the row itself saying which one the money was collected for, and a
|
||||
* manager applying a share request can pick up a voucher that was really meant to fund a DD. This
|
||||
* tag is what a day-end reconciliation groups by, and what Share Advance Collection / Sponsor DD
|
||||
* issuance check before adopting a row — only shown/sent for AC.TP=GL, DR./CR.=Cr rows.
|
||||
*/
|
||||
entryTypeCvId?: number | null;
|
||||
/** Only used when this row is AC.TP=SHR inside an Enter Bank Transfer to its linked savings
|
||||
* account — governs the share redemption (see submitShareRedemptionTransfer()). */
|
||||
resolutionNumber?: string;
|
||||
@@ -78,6 +91,40 @@ interface TxnRow {
|
||||
fundingAccountId?: number;
|
||||
fundingClientId?: number;
|
||||
};
|
||||
/**
|
||||
* How many drafts this one row raises. 1 (or unset) is the ordinary single draft; 2 or more make
|
||||
* the row a multi-DD slip — one debit funding several drafts, each to its own beneficiary.
|
||||
*
|
||||
* Typed by the clerk BEFORE opening the dialog, so the dialog knows how many beneficiary forms to
|
||||
* present. Only a member-account debit can be a slip (see canRowBeMultiDd()).
|
||||
*/
|
||||
ddCount?: number | null;
|
||||
/**
|
||||
* The per-draft lines of a multi-DD slip, captured in the dialog and held here until Save — the
|
||||
* same "fill now, commit on Save" contract as ddDetails above.
|
||||
*
|
||||
* Each line carries its OWN face value and charges: a slip's drafts are routinely for different
|
||||
* amounts to different beneficiaries, and the charge is per draft rather than per slip. That is
|
||||
* why the row's own AMOUNT and CHARGES fields are locked and derived from these lines while a
|
||||
* slip is being built — a clerk-typed row total could disagree with the lines, and the account
|
||||
* would then be debited for a figure the drafts don't add up to.
|
||||
*/
|
||||
ddLines?: DdSlipLine[];
|
||||
/** The inventory the slip's leaflets are drawn from. The batch endpoint allocates by inventory
|
||||
* rather than by leaflet, since the numbers are only picked inside its own locked transaction. */
|
||||
ddInventoryId?: number;
|
||||
/** Resolved funding account for a slip, captured alongside the lines for the same reason. */
|
||||
ddFundingAccountId?: number;
|
||||
ddFundingClientId?: number;
|
||||
}
|
||||
|
||||
/** One draft on a multi-DD slip — its own beneficiary, its own face value, its own charges. */
|
||||
interface DdSlipLine {
|
||||
beneficiaryName: string;
|
||||
payableAtBranch: string;
|
||||
payableAtCity: string;
|
||||
faceValue: number;
|
||||
chargesAmount: number;
|
||||
}
|
||||
|
||||
interface Denomination {
|
||||
@@ -1703,15 +1750,18 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
/**
|
||||
* Account types a clerk may fund a demand draft from.
|
||||
*
|
||||
* A clerk raises a draft against a member's own balance, so the only sensible sources are the
|
||||
* accounts a member actually holds money in. GL was offered here too, and picking it quietly
|
||||
* switched the row onto the cash path — the one that asks for a walk-in purchaser's name and a
|
||||
* note-and-coin count, neither of which a clerk debiting an account has. The option is removed
|
||||
* rather than validated afterwards, so the wrong path cannot be reached at all.
|
||||
* A clerk raises a draft against a member's own balance (SD/CA) or, now, against a GL account
|
||||
* directly for an institutional/holding-account draft (see isDdAccountDebitRow()) — both are
|
||||
* governed, maker-checker submissions. GL used to be offered here too in a different sense: picking
|
||||
* it quietly switched the row onto the CASHIER's walk-in cash path instead (the one that asks for a
|
||||
* purchaser's name and a note-and-coin count), which isDdAccountDebitRow() now disambiguates by
|
||||
* role — GL means "debit this GL account" for a clerk, and still means "cash/GL purchase" for a
|
||||
* cashier, who never reaches this list at all (isDdAccountDebitRow() is clerk-only).
|
||||
*/
|
||||
private static readonly DD_CLERK_ACTYPS = [
|
||||
'SD',
|
||||
'CA'
|
||||
'CA',
|
||||
'GL'
|
||||
];
|
||||
|
||||
/**
|
||||
@@ -1726,6 +1776,33 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
}
|
||||
return this.acTypOptions;
|
||||
}
|
||||
|
||||
/** True while the selected row is filled from a token-driven request whose row.acTyp is a
|
||||
* technical stand-in rather than the account's real type — a dividend claim or an account closure
|
||||
* both set row.acTyp = 'SD' purely to route past the SHR-specific guards elsewhere on this screen
|
||||
* (see onTokNoBlur()), not because the counter is paying against a savings account. The AC.TP
|
||||
* dropdown must not be left editable there: it already shows the wrong value, and a cashier
|
||||
* changing it further would desync the row from the request it was auto-filled from. A plain
|
||||
* withdrawal-slip token is deliberately excluded — its row.acTyp is resolved to the account's real
|
||||
* type there, so the normal editable control already shows it correctly and there's nothing to
|
||||
* lock. */
|
||||
get acTypLockedByToken(): boolean {
|
||||
return !!(this.activeDividendClaimRequest || this.activeClosureRequest);
|
||||
}
|
||||
|
||||
/** What to show in place of the AC.TP dropdown while it's locked — the same label the account
|
||||
* summary strip above already uses for each of these token pools, so the two never contradict
|
||||
* each other on screen. */
|
||||
get acTypLockedLabel(): string {
|
||||
if (this.activeClosureRequest) {
|
||||
return 'Closure';
|
||||
}
|
||||
if (this.activeDividendClaimRequest) {
|
||||
return 'Dividend';
|
||||
}
|
||||
return '';
|
||||
}
|
||||
|
||||
dbCrOptions = [
|
||||
'Dr',
|
||||
'Cr'
|
||||
@@ -1834,6 +1911,12 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
this.loadCashVaultGl();
|
||||
this.loadDdGstPercentage();
|
||||
this.loadSponsorBanks();
|
||||
this.cashierService
|
||||
.getEntryTypeOptions()
|
||||
.pipe(catchError(() => of([])))
|
||||
.subscribe((options: any[]) => {
|
||||
this.entryTypeOptions = options ?? [];
|
||||
});
|
||||
|
||||
if (this.reviewMode) {
|
||||
this.loadRequestIntoForm(this.reviewRequestId!, 'review');
|
||||
@@ -2321,14 +2404,21 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
}
|
||||
|
||||
/**
|
||||
* TYPE=DD funded by debiting a member's savings/current account rather than by cash.
|
||||
* TYPE=DD funded by debiting a member's savings/current account, or a GL account directly, rather
|
||||
* than by cash.
|
||||
*
|
||||
* Clerk-only. A cashier's counter takes cash and nothing else, so offering them an account debit
|
||||
* would let a draft be raised against an account with no cash to reconcile it against — and the
|
||||
* clerk flow is the one that carries a maker-checker step over the member's balance.
|
||||
* Clerk-only. A cashier's counter takes cash and nothing else, so offering them an account/GL debit
|
||||
* would let a draft be raised with no cash to reconcile it against — and the clerk flow is the one
|
||||
* that carries a maker-checker step over the money moved. AC.TP = GL means something different for
|
||||
* a cashier's own DD row (a walk-in cash/GL purchase, see isDdCashGlRow()) — this method is checked
|
||||
* first there specifically so a clerk's GL row is claimed here instead.
|
||||
*/
|
||||
isDdAccountDebitRow(row: TxnRow): boolean {
|
||||
return this.isClerk && row.typ === 'DD' && (row.acTyp === 'SD' || row.acTyp === 'CA' || row.acTyp === 'CB');
|
||||
return (
|
||||
this.isClerk &&
|
||||
row.typ === 'DD' &&
|
||||
(row.acTyp === 'SD' || row.acTyp === 'CA' || row.acTyp === 'CB' || row.acTyp === 'GL')
|
||||
);
|
||||
}
|
||||
|
||||
/**
|
||||
@@ -2342,19 +2432,176 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
return this.isDdCashGlRow(row) || this.isDdAccountDebitRow(row);
|
||||
}
|
||||
|
||||
/** GST on DD charges only (never on the DD face value), at the admin-configured rate. */
|
||||
/**
|
||||
* Whether this row needs an Entry Type tag — a credit into a GL account, which is exactly the
|
||||
* case where the money's real purpose isn't otherwise recorded anywhere (see TxnRow.entryTypeCvId).
|
||||
* A debit out of a GL account, or any entry against a savings/current/share account, carries no
|
||||
* such ambiguity — the account itself says what it's for.
|
||||
*/
|
||||
showsEntryType(row: TxnRow): boolean {
|
||||
return row.acTyp === 'GL' && row.dbCr === 'Cr';
|
||||
}
|
||||
|
||||
/**
|
||||
* Entry Type choices for a GL credit — the "GLEntryType" code (Admin > System > Manage Codes),
|
||||
* fetched once in ngOnInit(). A code value, not a free-text field, so the day-end "group by type"
|
||||
* this exists for stays reliable; an admin extends the list there, not in this file.
|
||||
*/
|
||||
entryTypeOptions: { id: number; name: string }[] = [];
|
||||
|
||||
/**
|
||||
* Whether this row may raise more than one draft off a single debit.
|
||||
*
|
||||
* Any funding source the clerk debits: a member's savings/current account, or a GL account for an
|
||||
* institutional slip. Cash is the exception the batch endpoint still refuses, and for a real
|
||||
* reason rather than an arbitrary one — a slip is funded by one payment, and one counted pile of
|
||||
* notes cannot be apportioned across drafts without the denomination total ceasing to prove what
|
||||
* was actually taken at the counter.
|
||||
*/
|
||||
canRowBeMultiDd(row: TxnRow): boolean {
|
||||
return this.isDdAccountDebitRow(row);
|
||||
}
|
||||
|
||||
/** Whether the clerk has asked this row for more than one draft. */
|
||||
isMultiDdRow(row: TxnRow): boolean {
|
||||
return this.canRowBeMultiDd(row) && (Number(row.ddCount) || 1) > 1;
|
||||
}
|
||||
|
||||
/** How many drafts this row raises — always at least 1. */
|
||||
ddCountFor(row: TxnRow): number {
|
||||
const n = Number(row.ddCount) || 1;
|
||||
return n > 1 ? n : 1;
|
||||
}
|
||||
|
||||
/**
|
||||
* Clamps a typed DD count into range and discards lines that no longer fit.
|
||||
*
|
||||
* Lowering the count after the dialog has been filled would otherwise leave lines beyond the new
|
||||
* count still on the row: invisible to the clerk, but still sent at Save and still debited for.
|
||||
*/
|
||||
onDdCountChange(row: TxnRow, value: number): void {
|
||||
const n = Math.floor(Number(value) || 1);
|
||||
const previous = this.ddCountFor(row);
|
||||
row.ddCount = n < 1 ? 1 : n > this.maxDdSlipLines ? this.maxDdSlipLines : n;
|
||||
if (row.ddLines && row.ddLines.length !== row.ddCount) {
|
||||
this.clearDdCapture(row);
|
||||
}
|
||||
// Moving onto a slip empties the row's own amount and charge, because on a slip they mean
|
||||
// nothing: each draft carries its own face value and its own charge, entered in the dialog, and
|
||||
// these two fields become the total of those. Leaving a previously typed figure sitting here
|
||||
// would read as the slip's total while describing only one draft — which is exactly what showed
|
||||
// ₹1,012 against four drafts of ₹1,000.
|
||||
if (row.ddCount > 1 && previous <= 1) {
|
||||
row.amount = null;
|
||||
row.ddCharges = null;
|
||||
}
|
||||
}
|
||||
|
||||
/** Mirrors MAX_SLIP_LINES on the server, so an over-long slip is refused here with a clear message. */
|
||||
readonly maxDdSlipLines = 20;
|
||||
|
||||
/**
|
||||
* The run of leaflet numbers a slip will probably draw, for display only.
|
||||
*
|
||||
* Counts up from the next-available number, preserving its width so 000123 reads as 000124 rather
|
||||
* than 124. Indicative by nature — the binding allocation happens inside the server's submit
|
||||
* transaction, and a slip filed after another clerk's gets the numbers following theirs — which is
|
||||
* why the dialog labels these provisional and the confirmed numbers come back on submission.
|
||||
*
|
||||
* A number that is not a plain run of digits (a prefixed or hyphenated series) cannot be counted
|
||||
* on safely, so nothing is shown rather than something wrong.
|
||||
*/
|
||||
private previewDdNumbersFrom(firstDdNumber: string, count: number): string[] | undefined {
|
||||
const first = (firstDdNumber || '').trim();
|
||||
if (!/^\d+$/.test(first)) return undefined;
|
||||
const width = first.length;
|
||||
const start = Number(first);
|
||||
if (!Number.isSafeInteger(start)) return undefined;
|
||||
return Array.from({ length: count }, (_v, i) => String(start + i).padStart(width, '0'));
|
||||
}
|
||||
|
||||
/** GST on a single charge figure, at the admin-configured rate. */
|
||||
private ddGstOn(charges: number): number {
|
||||
const c = Number(charges) || 0;
|
||||
if (c <= 0) return 0;
|
||||
return Math.round(c * this.ddGstPercentage) / 100;
|
||||
}
|
||||
|
||||
/**
|
||||
* GST on DD charges only (never on the DD face value), at the admin-configured rate.
|
||||
*
|
||||
* On a slip this is the sum of each line's own GST rather than GST on the summed charges. The two
|
||||
* can differ by a paisa once rounding is applied per line, and it is the per-line figure that is
|
||||
* stored against each draft and posted by the server — so the row must show that same total.
|
||||
*/
|
||||
ddGstAmountFor(row: TxnRow): number {
|
||||
const charges = Number(row.ddCharges) || 0;
|
||||
if (charges <= 0) return 0;
|
||||
return Math.round(charges * this.ddGstPercentage) / 100;
|
||||
if (row.ddLines?.length) {
|
||||
return row.ddLines.reduce((sum, l) => sum + this.ddGstOn(l.chargesAmount), 0);
|
||||
}
|
||||
return this.ddGstOn(row.ddCharges ?? 0);
|
||||
}
|
||||
|
||||
/** Face value of the row — the sum of every line once a slip has been captured. */
|
||||
ddFaceValueFor(row: TxnRow): number {
|
||||
if (row.ddLines?.length) {
|
||||
return row.ddLines.reduce((sum, l) => sum + (Number(l.faceValue) || 0), 0);
|
||||
}
|
||||
return Number(row.amount) || 0;
|
||||
}
|
||||
|
||||
/** Charges on the row — the sum of every line's own charge once a slip has been captured. */
|
||||
ddChargesFor(row: TxnRow): number {
|
||||
if (row.ddLines?.length) {
|
||||
return row.ddLines.reduce((sum, l) => sum + (Number(l.chargesAmount) || 0), 0);
|
||||
}
|
||||
return Number(row.ddCharges) || 0;
|
||||
}
|
||||
|
||||
/** Amount + Charges + GST, rounded UP to the next whole rupee — the total collected from the customer. */
|
||||
ddTotalPayableFor(row: TxnRow): number {
|
||||
const amount = Number(row.amount) || 0;
|
||||
const charges = Number(row.ddCharges) || 0;
|
||||
const gst = this.ddGstAmountFor(row);
|
||||
return Math.ceil(amount + charges + gst - 1e-9);
|
||||
return Math.ceil(this.ddFaceValueFor(row) + this.ddChargesFor(row) + this.ddGstAmountFor(row) - 1e-9);
|
||||
}
|
||||
|
||||
/**
|
||||
* What the TOTAL field shows — a figure, or a dash while a slip has nothing to total yet.
|
||||
*
|
||||
* A slip whose drafts have not been entered has no total: its face values and charges live on the
|
||||
* lines, and there are no lines. Showing ₹0 there would read as a real total of zero rather than
|
||||
* as "not yet known", so the field says so instead.
|
||||
*/
|
||||
ddTotalDisplayFor(row: TxnRow): string {
|
||||
if (this.isSlipAwaitingDetails(row)) {
|
||||
return '—';
|
||||
}
|
||||
return String(this.ddTotalPayableFor(row));
|
||||
}
|
||||
|
||||
/** GST field's text, dashed for the same reason as the total while a slip is still empty. */
|
||||
ddGstDisplayFor(row: TxnRow): string {
|
||||
if (this.isSlipAwaitingDetails(row)) {
|
||||
return '—';
|
||||
}
|
||||
return this.ddGstAmountFor(row).toFixed(2);
|
||||
}
|
||||
|
||||
/** A slip the clerk has asked for but not yet filled in — nothing to total from. */
|
||||
isSlipAwaitingDetails(row: TxnRow): boolean {
|
||||
return this.isMultiDdRow(row) && !row.ddLines?.length;
|
||||
}
|
||||
|
||||
/**
|
||||
* Forgets a row's captured draft details, leaving the row itself intact.
|
||||
*
|
||||
* Both shapes are cleared together on purpose: a row carrying a stale ddDetails alongside fresh
|
||||
* ddLines (or the reverse) would be read by whichever of the two Save paths it reached first, and
|
||||
* the clerk would have no way of seeing which one went.
|
||||
*/
|
||||
private clearDdCapture(row: TxnRow): void {
|
||||
row.ddDetails = undefined;
|
||||
row.ddLines = undefined;
|
||||
row.ddInventoryId = undefined;
|
||||
row.ddFundingAccountId = undefined;
|
||||
row.ddFundingClientId = undefined;
|
||||
}
|
||||
|
||||
get isSelectedRowDdCashGl(): boolean {
|
||||
@@ -2395,11 +2642,22 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
]);
|
||||
return;
|
||||
}
|
||||
// On a slip the face value lives on each line, typed in the dialog that is about to open — the
|
||||
// row's own AMOUNT is the sum of those lines and cannot exist yet. Demanding it here would make
|
||||
// a slip impossible to start.
|
||||
const isSlip = this.isMultiDdRow(row);
|
||||
const faceValue = Number(row.amount);
|
||||
if (!faceValue || faceValue <= 0) {
|
||||
if (!isSlip && (!faceValue || faceValue <= 0)) {
|
||||
this.showAlert('error', 'Invalid Amount', ['Please enter the DD Face Value amount before proceeding.']);
|
||||
return;
|
||||
}
|
||||
if (isSlip && !this.isDdAccountDebitRow(row)) {
|
||||
this.showAlert('error', 'Multiple DDs Not Available', [
|
||||
'More than one draft can only be raised against a member savings or current account.',
|
||||
'Set NO. OF DD back to 1 for this row.'
|
||||
]);
|
||||
return;
|
||||
}
|
||||
const chargesAmount = Number(row.ddCharges) || 0;
|
||||
const gstAmount = this.ddGstAmountFor(row);
|
||||
const totalCashPayable = this.ddTotalPayableFor(row);
|
||||
@@ -2408,19 +2666,24 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
// An account-funded draft needs the account resolved to a Fineract id before it can be sent:
|
||||
// the server takes a savings/current account id and a client id, not the typed number. Both are
|
||||
// filled in by the A/C NO. lookup, so an unresolved account means the number was never found.
|
||||
// A GL-funded draft is the exception: a GL account is never tied to a client at all (see
|
||||
// fetchAllDetails() — GL rows never populate rowClientIds), so only the account id is required.
|
||||
const isGlDebit = accountDebit && row.acTyp === 'GL';
|
||||
let fundingAccountId: number | null = null;
|
||||
let fundingClientId: number | null = null;
|
||||
if (accountDebit) {
|
||||
const acNo = (row.acNo || '').trim();
|
||||
if (!acNo) {
|
||||
this.showAlert('error', 'Account Required', [
|
||||
'Enter the account number the Demand Draft is funded from.'
|
||||
isGlDebit
|
||||
? 'Enter the GL account the Demand Draft is funded from.'
|
||||
: 'Enter the account number the Demand Draft is funded from.'
|
||||
]);
|
||||
return;
|
||||
}
|
||||
fundingAccountId = this.rowAccountIds[acNo] ?? null;
|
||||
fundingClientId = this.rowClientIds[acNo] ?? null;
|
||||
if (!fundingAccountId || !fundingClientId) {
|
||||
fundingClientId = isGlDebit ? null : (this.rowClientIds[acNo] ?? null);
|
||||
if (!fundingAccountId || (!isGlDebit && !fundingClientId)) {
|
||||
this.showAlert('error', 'Account Not Found', [
|
||||
`Account ${acNo} could not be resolved.`,
|
||||
'Check the account number and wait for its details to load before raising the draft.'
|
||||
@@ -2430,8 +2693,14 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
}
|
||||
|
||||
// Only a cash draft has notes to reconcile. An account debit takes no cash at the counter, so a
|
||||
// denomination count left over from an earlier row must not be checked against it.
|
||||
if (!accountDebit && this.denominationTotal > 0 && Math.abs(this.denominationTotal - totalCashPayable) > 0.005) {
|
||||
// denomination count left over from an earlier row must not be checked against it. A slip is
|
||||
// always an account debit, and its total is not known until the dialog is filled in either.
|
||||
if (
|
||||
!accountDebit &&
|
||||
!isSlip &&
|
||||
this.denominationTotal > 0 &&
|
||||
Math.abs(this.denominationTotal - totalCashPayable) > 0.005
|
||||
) {
|
||||
this.showAlert('error', 'Denomination Mismatch', [
|
||||
`Cash denomination counted (₹${this.denominationTotal}) does not match total payable cash (₹${totalCashPayable}).`,
|
||||
'Please verify and match the physical cash denomination count.'
|
||||
@@ -2454,8 +2723,19 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
const selectedBank = this.sponsorBanks.find((b: any) => b.id === row.sponsorBankId);
|
||||
const branchName = this.branchNameFor(row.br) || 'Branch ' + row.br;
|
||||
|
||||
// A slip is allocated by inventory, not leaflet: the server picks the whole run inside its
|
||||
// own locked transaction. Without the inventory behind this branch's next-available leaflet
|
||||
// there is nothing to allocate from, so the slip is refused here rather than at submit.
|
||||
if (isSlip && !leaflet.inventoryId) {
|
||||
this.showAlert('error', 'DD Inventory Not Identified', [
|
||||
'The DD inventory behind this branch and sponsor bank could not be identified, so multiple drafts cannot be allocated together.',
|
||||
'Set NO. OF DD back to 1, or ask an administrator to check the DD inventory registration.'
|
||||
]);
|
||||
return;
|
||||
}
|
||||
|
||||
const dialogRef = this.dialog.open(CashierIssueDdDialogComponent, {
|
||||
width: '600px',
|
||||
width: isSlip ? '760px' : '600px',
|
||||
disableClose: true,
|
||||
data: {
|
||||
leaflet,
|
||||
@@ -2468,7 +2748,10 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
totalCashPayable,
|
||||
paymentMethod: accountDebit ? ('ACCOUNT_DEBIT' as const) : ('CASH' as const),
|
||||
accountNo: accountDebit ? row.acNo : undefined,
|
||||
accountHolderName: accountDebit ? this.rowAccountNames[(row.acNo || '').trim()] : undefined
|
||||
accountHolderName: accountDebit ? this.rowAccountNames[(row.acNo || '').trim()] : undefined,
|
||||
ddCount: isSlip ? this.ddCountFor(row) : undefined,
|
||||
glFunded: isGlDebit,
|
||||
previewDdNumbers: isSlip ? this.previewDdNumbersFrom(leaflet.ddNumber, this.ddCountFor(row)) : undefined
|
||||
}
|
||||
});
|
||||
|
||||
@@ -2477,6 +2760,31 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
// review the entered details, and no way to abandon them either.
|
||||
dialogRef.afterClosed().subscribe((result) => {
|
||||
if (!result) return;
|
||||
|
||||
// A slip records its lines instead of a single beneficiary, and takes the row's AMOUNT and
|
||||
// CHARGES with it: from here on those two are the sum of the lines, shown read-only, so a
|
||||
// clerk cannot leave a row total behind that disagrees with what the drafts add up to.
|
||||
if (result.lines) {
|
||||
this.clearDdCapture(row);
|
||||
row.ddLines = result.lines;
|
||||
row.ddInventoryId = leaflet.inventoryId;
|
||||
row.ddFundingAccountId = fundingAccountId!;
|
||||
// Null on a GL slip, which is raised against no member at all.
|
||||
row.ddFundingClientId = fundingClientId ?? undefined;
|
||||
row.amount = this.ddFaceValueFor(row);
|
||||
row.ddCharges = this.ddChargesFor(row);
|
||||
this.showAlert('success', 'Slip Details Captured', [
|
||||
`${result.lines.length} demand drafts captured in favour of ${result.lines
|
||||
.map((l: DdSlipLine) => l.beneficiaryName)
|
||||
.join(', ')}.`,
|
||||
`₹${this.ddTotalPayableFor(row)} will be debited from ${isGlDebit ? 'GL account ' : ''}${row.acNo} as a single ${
|
||||
isGlDebit ? 'journal entry' : 'transaction'
|
||||
} once a checker approves.`,
|
||||
'DD numbers are allocated on submission. Press Save to send this slip for approval.'
|
||||
]);
|
||||
return;
|
||||
}
|
||||
|
||||
row.ddDetails = {
|
||||
leafletId: leaflet.id,
|
||||
ddNumber: leaflet.ddNumber,
|
||||
@@ -2510,29 +2818,32 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
}
|
||||
|
||||
/**
|
||||
* Raises a Demand Draft funded by debiting a member's savings or current account.
|
||||
* Raises a Demand Draft funded by debiting a member's savings/current account, or a GL account
|
||||
* directly.
|
||||
*
|
||||
* Clerk-only, and a maker-checker request like the cash flow: nothing is debited here. The member's
|
||||
* account is only touched when a checker approves, which is also when the balance is re-checked —
|
||||
* so a draft raised against a sufficient balance can still be refused if the balance has since
|
||||
* gone. No denominations are sent, because no cash is taken.
|
||||
* Clerk-only, and a maker-checker request like the cash flow: nothing is debited here. The
|
||||
* account/GL is only touched when a checker approves, which for a member account is also when the
|
||||
* balance is re-checked — so a draft raised against a sufficient balance can still be refused if
|
||||
* the balance has since gone (a GL account carries no such balance check). No denominations are
|
||||
* sent, because no cash is taken.
|
||||
*
|
||||
* The account goes in savingsAccountId or currentAccountId, never both: the server insists on
|
||||
* exactly one, since which table the account lives in decides which control GL is debited.
|
||||
* The funding account goes in exactly one of savingsAccountId, currentAccountId or glAccountId: the
|
||||
* server insists on exactly one, since which one decides what gets debited on approval.
|
||||
*/
|
||||
private submitAccountDebitDd(
|
||||
row: TxnRow,
|
||||
leaflet: any,
|
||||
beneficiaryData: any,
|
||||
fundingAccountId: number,
|
||||
fundingClientId: number
|
||||
fundingClientId: number | null
|
||||
): void {
|
||||
const d = new Date();
|
||||
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 isGl = row.acTyp === 'GL';
|
||||
|
||||
const payload = {
|
||||
clientId: fundingClientId,
|
||||
clientId: isGl ? undefined : (fundingClientId ?? undefined),
|
||||
beneficiaryName: beneficiaryData.beneficiaryName,
|
||||
payableAtBranch: beneficiaryData.payableAtBranch,
|
||||
payableAtCity: beneficiaryData.payableAtCity,
|
||||
@@ -2540,9 +2851,10 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
chargesAmount: Number(row.ddCharges) || 0,
|
||||
issuingBranchId: row.br,
|
||||
issuedDate,
|
||||
paymentMethod: 'ACCOUNT_DEBIT' as const,
|
||||
savingsAccountId: isCurrent ? undefined : fundingAccountId,
|
||||
currentAccountId: isCurrent ? fundingAccountId : undefined
|
||||
paymentMethod: (isGl ? 'GL' : 'ACCOUNT_DEBIT') as 'GL' | 'ACCOUNT_DEBIT',
|
||||
savingsAccountId: isGl || isCurrent ? undefined : fundingAccountId,
|
||||
currentAccountId: isGl || !isCurrent ? undefined : fundingAccountId,
|
||||
glAccountId: isGl ? fundingAccountId : undefined
|
||||
};
|
||||
|
||||
this.saving = true;
|
||||
@@ -2576,7 +2888,7 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
* got none has no way of telling which row was missing.
|
||||
*/
|
||||
private saveDdRows(ddRows: TxnRow[]): void {
|
||||
const unfilled = ddRows.filter((r) => !r.ddDetails);
|
||||
const unfilled = ddRows.filter((r) => !r.ddDetails && !r.ddLines?.length);
|
||||
if (unfilled.length > 0) {
|
||||
this.showAlert('error', 'DD Details Not Entered', [
|
||||
unfilled.length === 1
|
||||
@@ -2588,6 +2900,14 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
}
|
||||
|
||||
for (const row of ddRows) {
|
||||
// A slip goes to the batch endpoint, which allocates its leaflets and posts one debit for the
|
||||
// whole run. Sending its lines one at a time through the single-DD endpoint would debit the
|
||||
// member once per draft — the very thing a slip exists to avoid.
|
||||
if (row.ddLines?.length) {
|
||||
this.submitDdSlip(row);
|
||||
continue;
|
||||
}
|
||||
|
||||
const details = row.ddDetails!;
|
||||
const leaflet = { id: details.leafletId, ddNumber: details.ddNumber };
|
||||
if (this.isDdAccountDebitRow(row)) {
|
||||
@@ -2615,6 +2935,99 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Submits a multi-DD slip: several drafts raised together against one debit of the member's
|
||||
* account.
|
||||
*
|
||||
* Maker-checker like the single-draft flow, and nothing is debited here. On approval the server
|
||||
* withdraws the combined face value, charges and GST of every line as ONE transaction and posts
|
||||
* one journal entry against it, then issues each draft — so the member's passbook carries a single
|
||||
* entry naming all the DD numbers rather than one entry per draft. The checker approves or rejects
|
||||
* the slip whole; there is no approving four drafts out of five.
|
||||
*
|
||||
* The leaflets are not chosen here. The server allocates the run inside its own locked transaction
|
||||
* and returns which number went to which line, which is the only point at which the numbers are
|
||||
* real — two clerks submitting at the same moment can therefore never be handed the same one.
|
||||
*/
|
||||
private submitDdSlip(row: TxnRow): void {
|
||||
const lines = row.ddLines ?? [];
|
||||
const inventoryId = row.ddInventoryId;
|
||||
const fundingAccountId = row.ddFundingAccountId;
|
||||
const fundingClientId = row.ddFundingClientId;
|
||||
|
||||
const isGl = row.acTyp === 'GL';
|
||||
|
||||
// Re-checked at Save, not just when the details were captured: the row's TYPE, AC.TP or account
|
||||
// number can all be edited afterwards, and a slip that has drifted onto a cash row is one the
|
||||
// batch endpoint refuses outright. A GL slip is raised against no member, so it carries no
|
||||
// client id and none is required of it — the same asymmetry as the single-draft GL path.
|
||||
if (!inventoryId || !fundingAccountId || (!isGl && !fundingClientId) || !this.canRowBeMultiDd(row)) {
|
||||
this.showAlert('error', 'Slip Cannot Be Submitted', [
|
||||
'This row has changed since its drafts were captured, so the slip no longer matches it.',
|
||||
'Open "Fill DD Details" again and re-enter the drafts.'
|
||||
]);
|
||||
return;
|
||||
}
|
||||
|
||||
const d = new Date();
|
||||
const issuedDate = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
const isCurrent = row.acTyp === 'CA' || row.acTyp === 'CB';
|
||||
|
||||
// The funding source goes in exactly one of savingsAccountId, currentAccountId or glAccountId,
|
||||
// as the single-draft path does: which one is set is what decides the debit leg on approval.
|
||||
const payload = {
|
||||
clientId: isGl ? undefined : fundingClientId,
|
||||
issuingBranchId: row.br,
|
||||
issuedDate,
|
||||
paymentMethod: (isGl ? 'GL' : 'ACCOUNT_DEBIT') as 'GL' | 'ACCOUNT_DEBIT',
|
||||
savingsAccountId: isGl || isCurrent ? undefined : fundingAccountId,
|
||||
currentAccountId: !isGl && isCurrent ? fundingAccountId : undefined,
|
||||
glAccountId: isGl ? fundingAccountId : undefined,
|
||||
lines: lines.map((l) => ({
|
||||
beneficiaryName: l.beneficiaryName,
|
||||
payableAtBranch: l.payableAtBranch,
|
||||
payableAtCity: l.payableAtCity,
|
||||
faceValue: Number(l.faceValue),
|
||||
chargesAmount: Number(l.chargesAmount) || 0
|
||||
}))
|
||||
};
|
||||
|
||||
const totalDebited = this.ddTotalPayableFor(row);
|
||||
const accountNo = row.acNo;
|
||||
|
||||
this.saving = true;
|
||||
this.sponsorDDService.submitIssueRequestBatch(inventoryId, payload).subscribe({
|
||||
next: (result: any) => {
|
||||
this.saving = false;
|
||||
// The allocated numbers, named back to the clerk. Until this response they were provisional,
|
||||
// and these are what the customer's drafts will actually carry.
|
||||
const allocated = (result?.lines ?? [])
|
||||
.map((l: any) => `${l.ddNumber} · ${l.beneficiaryName} · ₹${l.faceValue}`)
|
||||
.join('\n');
|
||||
this.showAlert('success', 'DD Slip Submitted', [
|
||||
`Slip of ${lines.length} demand drafts submitted successfully.`,
|
||||
allocated || `${lines.length} drafts allocated.`,
|
||||
`₹${totalDebited} will be debited from ${accountNo} as a single transaction on approval.`,
|
||||
'Sent to Manager / Head Cashier for maker-checker approval of the whole slip.'
|
||||
]);
|
||||
row.amount = null;
|
||||
row.ddCharges = null;
|
||||
row.description = '';
|
||||
row.ddCount = 1;
|
||||
// Cleared with the row, as the single-draft paths do: leaving the lines behind would let a
|
||||
// second Save raise the same slip again against leaflets already allocated.
|
||||
this.clearDdCapture(row);
|
||||
},
|
||||
error: (err) => {
|
||||
this.saving = false;
|
||||
this.showAlert('error', 'DD Slip Submission Failed', [
|
||||
err.error?.message || err.message,
|
||||
'No drafts were issued and nothing has been debited — the whole slip was refused together.'
|
||||
]);
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
private submitWalkinCashDd(row: TxnRow, leaflet: any, purchaserData: any): void {
|
||||
// Read through countFor, which knows the map is keyed by kind:value. Indexing by d.id looked
|
||||
// right but matched nothing, so every cash DD went in with no breakdown at all and its money
|
||||
@@ -2802,7 +3215,10 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
// Without this the backend defaults every request from this screen to DISBURSEMENT — a
|
||||
// Collection or Fund Transfer submitted here was being saved (and shown in the checker's
|
||||
// inbox) as a plain Disbursement.
|
||||
requestType: isCollectionMode ? 'COLLECTION' : isFundTransfer ? 'FUND_TRANSFER' : 'DISBURSEMENT'
|
||||
requestType: isCollectionMode ? 'COLLECTION' : isFundTransfer ? 'FUND_TRANSFER' : 'DISBURSEMENT',
|
||||
// Same ambiguity as a cashier Receipt — a Collection credits a GL account picked by hand.
|
||||
// See TxnRow.entryTypeCvId.
|
||||
...(isCollectionMode ? { entryTypeCvId: crRows[0]?.entryTypeCvId || null } : {})
|
||||
};
|
||||
|
||||
this.saving = true;
|
||||
@@ -3044,6 +3460,168 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
);
|
||||
}
|
||||
|
||||
/**
|
||||
* 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
|
||||
* credit side is any GL account (e.g. a "DD Payable" holding account), not a fixed linked
|
||||
* account, so there is no "must match the linked account" check here.
|
||||
*/
|
||||
private submitShareGlSettlementTransfer(shareRow: TxnRow, glRow: TxnRow): void {
|
||||
// Belt-and-braces: the TXN TP. dropdown already hides cash payment types for AC.TP = SHR (see
|
||||
// paymentTypesForRow()), but re-check here too in case the payment type was set before that
|
||||
// filter applied.
|
||||
const settlementPaymentType = this.paymentTypes.find((p: any) => p.id === glRow.paymentTypeId);
|
||||
if (!glRow.paymentTypeId) {
|
||||
this.showAlert('error', 'Settlement Payment Type Required', [
|
||||
'Select a Payment Type on the CR (GL account) row — it governs how the settlement credit posts.'
|
||||
]);
|
||||
return;
|
||||
}
|
||||
if (settlementPaymentType?.isCashPayment) {
|
||||
this.showAlert('error', 'Cash Not Allowed for Share Transactions', [
|
||||
'Share redemption settlement is always a book-transfer, never cash.',
|
||||
'Select Transfer as the Payment Type on the CR row.'
|
||||
]);
|
||||
return;
|
||||
}
|
||||
|
||||
const shareAccountId = this.rowAccountIds[shareRow.acNo];
|
||||
if (!shareAccountId) {
|
||||
this.showAlert('error', 'Share Account Not Loaded', [`Please load account details for: ${shareRow.acNo}`]);
|
||||
return;
|
||||
}
|
||||
const settlementGlAccountId = this.rowAccountIds[glRow.acNo];
|
||||
if (!settlementGlAccountId) {
|
||||
this.showAlert('error', 'GL Account Not Loaded', [`Please load account details for: ${glRow.acNo}`]);
|
||||
return;
|
||||
}
|
||||
|
||||
const shares = Number(shareRow.amount) || 0;
|
||||
if (shares <= 0) {
|
||||
this.showAlert('error', 'Share No. Required', ['Enter the number of shares to withdraw (greater than zero).']);
|
||||
return;
|
||||
}
|
||||
if (!shareRow.resolutionNumber?.trim()) {
|
||||
this.showAlert('error', 'Board Resolution Number Required', [
|
||||
'A share withdrawal must be authorised by a Board Resolution.'
|
||||
]);
|
||||
return;
|
||||
}
|
||||
if (!shareRow.meetingDate) {
|
||||
this.showAlert('error', 'Date of Meeting Required', ['Enter the Board meeting date that passed the resolution.']);
|
||||
return;
|
||||
}
|
||||
|
||||
const today = new Date();
|
||||
const requestedDate = `${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
|
||||
// for audit purposes, same as the linked-savings path above.
|
||||
const settlementRowSnapshot = {
|
||||
branch: glRow.br,
|
||||
accountType: glRow.acTyp,
|
||||
accountNo: glRow.acNo,
|
||||
ecsAccountNo: glRow.ecsAcNo || null,
|
||||
dbCr: glRow.dbCr,
|
||||
amount: glRow.amount ?? null,
|
||||
chequeNo: glRow.chequeNo || null,
|
||||
chequeDate: glRow.cheqDate || null,
|
||||
tokenNo: glRow.tokNo || null,
|
||||
description: glRow.description || null,
|
||||
bankName: glRow.bankName || null,
|
||||
routingCode: glRow.routingCode || null,
|
||||
paymentTypeId: glRow.paymentTypeId,
|
||||
paymentTypeName: settlementPaymentType?.name ?? null
|
||||
};
|
||||
|
||||
const payload = {
|
||||
shareAccountId,
|
||||
accountNo: shareRow.acNo,
|
||||
clientId: this.rowClientIds[shareRow.acNo] ?? null,
|
||||
clientName: this.rowAccountNames[shareRow.acNo] ?? null,
|
||||
requestedShares: shares,
|
||||
requestedDate,
|
||||
resolutionNumber: shareRow.resolutionNumber.trim(),
|
||||
meetingDate: shareRow.meetingDate,
|
||||
description: shareRow.description || null,
|
||||
settlementPaymentTypeId: glRow.paymentTypeId,
|
||||
settlementRowSnapshot,
|
||||
settlementMode: 'GL',
|
||||
settlementGlAccountId
|
||||
};
|
||||
|
||||
const sharePrice = this.rowSharePrices[shareRow.acNo] ?? 0;
|
||||
const currentHolding = this.rowShareHoldings[shareRow.acNo] ?? 0;
|
||||
const remainingShares = currentHolding - shares;
|
||||
const willCloseAccount = remainingShares <= 0;
|
||||
const confirmLines = [
|
||||
`Share Account: ${shareRow.acNo} · Client: ${this.rowAccountNames[shareRow.acNo] ?? '—'}`,
|
||||
`Shares to Withdraw: ${shares} @ ₹${sharePrice.toLocaleString('en-IN', { minimumFractionDigits: 2 })} = ₹${(shares * sharePrice).toLocaleString('en-IN', { minimumFractionDigits: 2 })}`,
|
||||
`Remaining Shares After Withdrawal: ${Math.max(remainingShares, 0)}`,
|
||||
...(willCloseAccount
|
||||
? ['⚠ All shares withdrawn — this account will be CLOSED automatically when the Manager approves.']
|
||||
: []),
|
||||
`Board Resolution No.: ${payload.resolutionNumber}`,
|
||||
`Date of Meeting: ${payload.meetingDate}`,
|
||||
`Settlement Credit To (GL): ${glRow.acNo}`,
|
||||
`Settlement Payment Type: ${settlementPaymentType?.name ?? '—'}`,
|
||||
...(settlementRowSnapshot.description ? [`CR Row Remarks: ${settlementRowSnapshot.description}`] : []),
|
||||
'',
|
||||
willCloseAccount
|
||||
? 'Pending Manager approval — redemption, settlement and account closure all post together on approval.'
|
||||
: 'Pending Manager approval — redemption and settlement both post together on approval.'
|
||||
];
|
||||
this.showConfirmAlert('info', 'Confirm Share Withdrawal Request', confirmLines, 'Submit for Approval', () =>
|
||||
this.doSubmitShareGlSettlementTransfer(payload, shareRow, shares, glRow.acNo)
|
||||
);
|
||||
}
|
||||
|
||||
private doSubmitShareGlSettlementTransfer(
|
||||
payload: Record<string, unknown>,
|
||||
shareRow: TxnRow,
|
||||
shares: number,
|
||||
glAcNo: string
|
||||
): void {
|
||||
this.saving = true;
|
||||
this.clerkShareWithdrawalService
|
||||
.submit(payload)
|
||||
.pipe(
|
||||
catchError((err: any) => {
|
||||
const msg =
|
||||
err?.error?.errors?.[0]?.defaultUserMessage ??
|
||||
err?.error?.developerMessage ??
|
||||
err?.error?.defaultUserMessage ??
|
||||
'Share withdrawal submission failed. Please try again.';
|
||||
this.showAlert('error', 'Submission Failed', [msg]);
|
||||
this.saving = false;
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((res: any) => {
|
||||
this.saving = false;
|
||||
if (res) {
|
||||
const willCloseAccount = (this.rowShareHoldings[shareRow.acNo] ?? 0) - shares <= 0;
|
||||
this.showAlert('success', 'Share Withdrawal Submitted', [
|
||||
`${shares} share(s) from ${shareRow.acNo} → settlement to GL ${glAcNo} on approval.`,
|
||||
willCloseAccount
|
||||
? 'Pending Manager approval — this will close the share account, since all shares will be withdrawn. Track status in "My Share Requests".'
|
||||
: 'Pending Manager approval. Track status in "My Share Requests".'
|
||||
]);
|
||||
this.rows = [];
|
||||
this.rowAccountIds = {};
|
||||
this.rowAccountNames = {};
|
||||
this.rowSharePrices = {};
|
||||
this.rowClientIds = {};
|
||||
this.rowLinkedSavingsAcNo = {};
|
||||
this.rowShareHoldings = {};
|
||||
this.addRow();
|
||||
this.selectedRow = this.rows[0];
|
||||
this.accountDetails = null;
|
||||
this.clientDetails = null;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
private doSubmitShareRedemptionTransfer(
|
||||
payload: Record<string, unknown>,
|
||||
shareRow: TxnRow,
|
||||
@@ -3103,37 +3681,23 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
.pipe(
|
||||
catchError((err: any) => {
|
||||
// Not a withdrawal-request token at all (as opposed to PENDING/WITHDRAWN/REJECTED,
|
||||
// which are legitimate matches with their own specific error) — try the dividend
|
||||
// cash-claim pool, then the account-closure pool, before giving up: all three share
|
||||
// the same TOK. NO. field at this counter.
|
||||
// which are legitimate matches with their own specific error) — try the account-closure
|
||||
// pool before giving up: both share the same TOK. NO. field at this counter. A dividend
|
||||
// claim was once a third pool here, but a dividend never actually pays out in cash over
|
||||
// this counter — it only ever settles through a Demand Draft, which is its own DD
|
||||
// issuance request and its own token, so looking one up here could only ever 404.
|
||||
if (err?.status === 404) {
|
||||
return this.dividendClaimRequestService.getByToken(token).pipe(
|
||||
catchError((divErr: any) => {
|
||||
if (divErr?.status === 404) {
|
||||
return this.closureRequestService.getByToken(token).pipe(
|
||||
catchError((closeErr: any) => {
|
||||
this.loadingWithdrawal = false;
|
||||
const msg: string =
|
||||
closeErr?.error?.message ??
|
||||
closeErr?.error?.errors?.[0]?.defaultUserMessage ??
|
||||
`Token '${token}' could not be verified. Please try again.`;
|
||||
this.showAlert('error', `Token '${token}'`, [msg]);
|
||||
return of(null);
|
||||
}),
|
||||
map((closeReq: any) => (closeReq ? { __closureRequest: true, ...closeReq } : null))
|
||||
);
|
||||
}
|
||||
return this.closureRequestService.getByToken(token).pipe(
|
||||
catchError((closeErr: any) => {
|
||||
this.loadingWithdrawal = false;
|
||||
const msg: string =
|
||||
divErr?.error?.message ??
|
||||
divErr?.error?.errors?.[0]?.defaultUserMessage ??
|
||||
closeErr?.error?.message ??
|
||||
closeErr?.error?.errors?.[0]?.defaultUserMessage ??
|
||||
`Token '${token}' could not be verified. Please try again.`;
|
||||
this.showAlert('error', `Token '${token}'`, [msg]);
|
||||
return of(null);
|
||||
}),
|
||||
// Only tag a result that actually came from the dividend pool — a closure hit
|
||||
// recovered by the inner fallback above is already tagged and must stay that way.
|
||||
map((divReq: any) => (divReq && !divReq.__closureRequest ? { __dividendClaim: true, ...divReq } : divReq))
|
||||
map((closeReq: any) => (closeReq ? { __closureRequest: true, ...closeReq } : null))
|
||||
);
|
||||
}
|
||||
this.loadingWithdrawal = false;
|
||||
@@ -3159,7 +3723,16 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
this.clientDetails = null;
|
||||
this.accountError = '';
|
||||
row.acNo = req.client_name ?? 'Dividend Claim #' + req.id;
|
||||
// Marks this acNo as already resolved, the same way loadAccountDetails() itself would —
|
||||
// without it, the next click into this row (onRowSelect) sees an acNo that was never
|
||||
// "loaded" and re-searches for a real account matching this stub string, which can land
|
||||
// on an unrelated real account whose number happens to share a suffix with it.
|
||||
this.lastLoadedAcNo = row.acNo;
|
||||
row.acTyp = 'SD';
|
||||
// Every token-driven row is cash leaving the branch to a member, which is what the
|
||||
// Payment register is for — not what this row's TYPE happened to default to before the
|
||||
// token was entered.
|
||||
row.typ = 'Payment';
|
||||
row.amount = Number(req.amount) || null;
|
||||
row.dbCr = 'Dr';
|
||||
this.selectedRow = row;
|
||||
@@ -3181,7 +3754,10 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
this.clientDetails = null;
|
||||
this.accountError = '';
|
||||
row.acNo = req.account_no ?? '';
|
||||
// See the same line in the dividend-claim branch above for why this is required.
|
||||
this.lastLoadedAcNo = row.acNo;
|
||||
row.acTyp = 'SD';
|
||||
row.typ = 'Payment';
|
||||
row.amount = Number(req.cashier_disbursed_amount) || null;
|
||||
row.dbCr = 'Dr';
|
||||
// A closure request stores payment_type_id as NULL, meaning "Cash (Default)" — resolve the
|
||||
@@ -3194,15 +3770,23 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
}
|
||||
|
||||
this.activeWithdrawalRequest = req;
|
||||
// A plain withdrawal-slip request carries its own real account_type (SAVINGS, CURRENT,
|
||||
// FIXED_DEPOSIT or RECURRING_DEPOSIT — see ClerkWithdrawalRequestApiResource.submit()), unlike
|
||||
// the closure/dividend pools above, which are never anything but a savings-shaped stub.
|
||||
// Hardcoding 'SD' here searched every non-savings account on the wrong endpoint (Current
|
||||
// accounts live under /currentaccounts, not /savingsaccounts) and showed it mislabelled even
|
||||
// when the lookup happened to succeed.
|
||||
const acTyp = TransactionEntryComponent.SEARCH_ACCOUNT_TYPE_TO_AC_TYP[req.account_type || ''] || 'SD';
|
||||
row.acNo = req.account_no ?? '';
|
||||
row.acTyp = 'SD';
|
||||
row.acTyp = acTyp;
|
||||
row.typ = 'Payment';
|
||||
row.amount = Number(req.amount) || null;
|
||||
row.dbCr = 'Dr';
|
||||
row.paymentTypeId = req.payment_type_id ?? null;
|
||||
row.description = req.description ?? '';
|
||||
this.selectedRow = row;
|
||||
if (req.account_no) {
|
||||
this.loadAccountDetails(req.account_no.trim(), 'SD');
|
||||
this.loadAccountDetails(req.account_no.trim(), acTyp);
|
||||
}
|
||||
});
|
||||
}
|
||||
@@ -3229,10 +3813,24 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
onAcNoBlur(row: TxnRow, index: number): void {
|
||||
if (!row.acNo.trim()) return;
|
||||
this.selectedRow = row;
|
||||
// A token-driven row's account fields are already authoritative (see onTokNoBlur) -- merely
|
||||
// clicking into and out of the A/C NO. field here must not re-search for them. Doing so used
|
||||
// row.acTyp's internal stand-in value (e.g. 'SD' for a dividend claim, which is never the
|
||||
// account's real type) against the account's real number, either finding nothing ("Account
|
||||
// not found") or, worse, matching a completely unrelated real account that happened to share a
|
||||
// number suffix.
|
||||
if (this.activeWithdrawalRequest || this.activeDividendClaimRequest || this.activeClosureRequest) {
|
||||
return;
|
||||
}
|
||||
this.loadAccountDetails(row.acNo.trim(), row.acTyp);
|
||||
}
|
||||
|
||||
onAcNoInput(row: TxnRow, index: number, value: string): void {
|
||||
// Same reasoning as the guard at the top of onAcNoBlur() -- a token-driven row's account
|
||||
// fields must not be edited or re-searched via this field at all.
|
||||
if (this.activeWithdrawalRequest || this.activeDividendClaimRequest || this.activeClosureRequest) {
|
||||
return;
|
||||
}
|
||||
row.acNo = value;
|
||||
this.lastLoadedAcNo = '';
|
||||
this.acNoInput$.next({ row, index, value });
|
||||
@@ -3341,8 +3939,15 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
const match = exactMatch ?? partialMatch ?? idMatch ?? null;
|
||||
if (match?.id) {
|
||||
const matchedGlCode = match[f] ?? acNo;
|
||||
if (this.selectedRow && this.selectedRow.typ === 'DD' && match.glCode) {
|
||||
this.selectedRow.acNo = match.glCode;
|
||||
// Any row resolved via the partial/endsWith/id fallback above (not an exact code match)
|
||||
// loads and displays the right account, but the row itself still carries whatever shorter
|
||||
// string the cashier actually typed to search with -- and that's what gets submitted and
|
||||
// shown everywhere downstream (vouchers, My Work, credit_entries), not the account's real
|
||||
// full number. Correct the row to the account's actual code whenever the match wasn't
|
||||
// already exact, for every account type -- not just the DD/GL cases this was previously
|
||||
// limited to.
|
||||
if (this.selectedRow && !exactMatch && matchedGlCode) {
|
||||
this.selectedRow.acNo = matchedGlCode;
|
||||
}
|
||||
const clientIdFromSearch = acTyp !== 'GL' && match.clientId != null ? String(match.clientId) : null;
|
||||
this.fetchAllDetails(match.id, matchedGlCode, cfg, token, acTyp, clientIdFromSearch);
|
||||
@@ -4519,6 +5124,26 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
// "Disbursement". 'Enter Bank Transfer' never carries a GL leg, so it always stays in this
|
||||
// branch; only skip out to the Disbursement/Collection branch below when every row is 'Fund
|
||||
// Transfer' and at least one of them is GL.
|
||||
// Share redemption settled to a GL account instead of the linked savings account: DR=Share
|
||||
// account, CR=any GL account the clerk picks (e.g. a "DD Payable" holding account, ahead of a
|
||||
// second, independent manual entry that later moves the value out to an actual draft). Checked
|
||||
// ahead of both branches below — the Enter Bank Transfer/Fund Transfer branch would otherwise
|
||||
// treat a Fund Transfer carrying a GL leg as the Disbursement/Collection shape (see
|
||||
// fundTransferRowsHaveGl below), and a Share account can never be debited by that path at all —
|
||||
// no such Fineract command exists — so it would either be silently mis-posted or rejected late.
|
||||
if (
|
||||
this.isClerk &&
|
||||
this.rows.length === 2 &&
|
||||
this.rows.every((r) => r.typ === 'Fund Transfer' || r.typ === 'Enter Bank Transfer') &&
|
||||
this.rows.some((r) => r.dbCr === 'Dr' && r.acTyp === 'SHR') &&
|
||||
this.rows.some((r) => r.dbCr === 'Cr' && r.acTyp === 'GL')
|
||||
) {
|
||||
const shareRow = this.rows.find((r) => r.dbCr === 'Dr' && r.acTyp === 'SHR')!;
|
||||
const glRow = this.rows.find((r) => r.dbCr === 'Cr' && r.acTyp === 'GL')!;
|
||||
this.submitShareGlSettlementTransfer(shareRow, glRow);
|
||||
return;
|
||||
}
|
||||
|
||||
const fundTransferRowsHaveGl =
|
||||
this.rows.every((r) => r.typ === 'Fund Transfer') && this.rows.some((r) => r.acTyp === 'GL');
|
||||
if (
|
||||
@@ -5650,6 +6275,10 @@ export class TransactionEntryComponent implements OnInit, OnDestroy {
|
||||
chequeNo: row.chequeNo || null,
|
||||
bankName: row.bankName || null,
|
||||
denominationData: isCash && this.denominationTotal > 0 ? JSON.stringify(this.denominationCounts) : null,
|
||||
// What this GL credit is actually for — see TxnRow.entryTypeCvId. Sent for every GL deposit
|
||||
// (the backend defaults to "General" when the counter didn't pick one), so Share Advance
|
||||
// Collection and Sponsor DD issuance can tell whose voucher this really is before adopting it.
|
||||
...(isGl ? { entryTypeCvId: row.entryTypeCvId || null } : {}),
|
||||
// DD + Cash + GL breakdown — persisted so the Sponsor DD issuance screen can read the face
|
||||
// value/charges/GST back once this request is approved, instead of retyping them.
|
||||
...(this.isDdCashGlRow(row)
|
||||
|
||||
@@ -1142,6 +1142,46 @@
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
|
||||
<!-- Risk profile. These are determinations about the customer rather than about anything they
|
||||
transacted, and the re-rating policy reads them directly: a PEP or a sanctions match holds the
|
||||
rating at High however ordinary the period's activity looks, and the declared income is what
|
||||
turnover is measured against. Until they are recorded the policy has nothing to test. -->
|
||||
<div class="full-span kyc-doc-fields">
|
||||
<div class="kyc-doc-fields__head">
|
||||
<h4 class="kyc-doc-fields__title">Risk Profile</h4>
|
||||
<span class="kyc-doc-fields__hint">Used by the periodic risk review</span>
|
||||
</div>
|
||||
|
||||
<div class="kyc-risk-flags">
|
||||
<mat-checkbox formControlName="isPep">
|
||||
Politically Exposed Person
|
||||
<span class="kyc-risk-hint">Holds the rating at High; never lowered on ordinary activity</span>
|
||||
</mat-checkbox>
|
||||
<mat-checkbox formControlName="sanctionsMatch">
|
||||
Sanctions / watch-list match
|
||||
<span class="kyc-risk-hint">UNSC, MHA or internal watch list</span>
|
||||
</mat-checkbox>
|
||||
<mat-checkbox formControlName="adverseMediaMatch">
|
||||
Adverse media / regulatory action
|
||||
<span class="kyc-risk-hint">FIR, court proceedings or published action</span>
|
||||
</mat-checkbox>
|
||||
</div>
|
||||
|
||||
<div class="kyc-doc-fields__grid">
|
||||
<mat-form-field appearance="outline">
|
||||
<mat-label>Declared annual income (₹)</mat-label>
|
||||
<input matInput type="number" min="0" formControlName="declaredAnnualIncome" />
|
||||
<mat-hint>As stated by the customer</mat-hint>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline">
|
||||
<mat-label>Declared annual turnover (₹)</mat-label>
|
||||
<input matInput type="number" min="0" formControlName="declaredAnnualTurnover" />
|
||||
<mat-hint>For a business customer</mat-hint>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Officially Valid Document. Shown when one is on file or the alert is asking for
|
||||
it, so re-collecting an expired document is done on this form rather than
|
||||
sending the officer somewhere else. -->
|
||||
|
||||
@@ -1807,3 +1807,28 @@
|
||||
color: #15803d;
|
||||
}
|
||||
}
|
||||
|
||||
/* ── Risk profile ────────────────────────────────────────────────────────────
|
||||
Determinations about the customer, which the periodic risk review reads directly. Grouped with
|
||||
the document block so the form reads as "what we know about them" rather than scattering a PEP
|
||||
flag among the identifier fields. */
|
||||
|
||||
.kyc-doc-fields__hint {
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
}
|
||||
|
||||
.kyc-risk-flags {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 10px;
|
||||
padding: 4px 0 14px;
|
||||
}
|
||||
|
||||
/* Sits under its checkbox label: the consequence of ticking the box matters more than the box. */
|
||||
.kyc-risk-hint {
|
||||
display: block;
|
||||
font-size: 12px;
|
||||
color: #64748b;
|
||||
line-height: 1.4;
|
||||
}
|
||||
|
||||
@@ -140,6 +140,13 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
1,
|
||||
[Validators.required]
|
||||
],
|
||||
// Risk profile. Determinations about the customer, which the periodic risk review reads directly - a PEP or a
|
||||
// sanctions match holds the rating at High whatever the period's activity looks like.
|
||||
isPep: [false],
|
||||
sanctionsMatch: [false],
|
||||
adverseMediaMatch: [false],
|
||||
declaredAnnualIncome: [null],
|
||||
declaredAnnualTurnover: [null],
|
||||
// The officially valid document, so a lapsed one can be re-collected on this form. The
|
||||
// backend has always accepted these four; only the fields were missing.
|
||||
kycDocumentName: [''],
|
||||
@@ -221,6 +228,11 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
this.kycForm.patchValue({
|
||||
kycType: data.kycType || 1,
|
||||
riskCategory: data.riskCategory || 1,
|
||||
isPep: !!data.isPep,
|
||||
sanctionsMatch: !!data.sanctionsMatch,
|
||||
adverseMediaMatch: !!data.adverseMediaMatch,
|
||||
declaredAnnualIncome: data.declaredAnnualIncome ?? null,
|
||||
declaredAnnualTurnover: data.declaredAnnualTurnover ?? null,
|
||||
panNumber: data.panNumber || '',
|
||||
// Aadhaar is stored masked on the server; user must re-enter
|
||||
// the full 12-digit number to re-verify, so don't pre-fill.
|
||||
@@ -446,6 +458,28 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
return new Date();
|
||||
}
|
||||
|
||||
/**
|
||||
* The customer's risk profile, as every save has to carry it.
|
||||
*
|
||||
* <p>
|
||||
* Sent from every path that writes the KYC record rather than only the main Save, because the form holds one set of
|
||||
* values: a save triggered from the PAN declaration or the Aadhaar receipt would otherwise write the record without
|
||||
* these and silently clear a PEP flag the officer had just ticked.
|
||||
*/
|
||||
private buildRiskProfileFields() {
|
||||
const v = this.kycForm.value;
|
||||
return {
|
||||
isPep: !!v.isPep,
|
||||
sanctionsMatch: !!v.sanctionsMatch,
|
||||
adverseMediaMatch: !!v.adverseMediaMatch,
|
||||
// Blank stays null rather than becoming zero: an income nobody asked for is unknown, and a zero would read as a
|
||||
// customer who declared no income at all.
|
||||
declaredAnnualIncome: v.declaredAnnualIncome === '' || v.declaredAnnualIncome == null ? null : v.declaredAnnualIncome,
|
||||
declaredAnnualTurnover:
|
||||
v.declaredAnnualTurnover === '' || v.declaredAnnualTurnover == null ? null : v.declaredAnnualTurnover
|
||||
};
|
||||
}
|
||||
|
||||
private buildExceptionFields() {
|
||||
const panVerified = this.verificationStatus.pan === 'VERIFIED' || this.kycData?.panVerified === true;
|
||||
const aadhaarVerified = this.verificationStatus.aadhaar === 'VERIFIED' || this.kycData?.aadhaarVerified === true;
|
||||
@@ -484,7 +518,8 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
// dateFormat is required so the backend can parse exceptionResolvedOn when an exception closes.
|
||||
dateFormat: 'dd MMMM yyyy',
|
||||
...this.buildDocumentFields(),
|
||||
...this.buildExceptionFields()
|
||||
...this.buildRiskProfileFields(),
|
||||
...this.buildExceptionFields()
|
||||
};
|
||||
|
||||
if (!this.kycId) {
|
||||
@@ -530,6 +565,7 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
remarks: this.kycForm.value.remarks || null,
|
||||
riskCategory: this.kycForm.value.riskCategory || 1,
|
||||
dateFormat: 'dd MMMM yyyy',
|
||||
...this.buildRiskProfileFields(),
|
||||
...this.buildExceptionFields()
|
||||
};
|
||||
|
||||
@@ -729,7 +765,8 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
dateFormat,
|
||||
riskCategory: this.kycForm.value.riskCategory || 1,
|
||||
...declarationFields,
|
||||
...this.buildExceptionFields()
|
||||
...this.buildRiskProfileFields(),
|
||||
...this.buildExceptionFields()
|
||||
};
|
||||
|
||||
this.clientsService
|
||||
@@ -889,7 +926,8 @@ export class KycTabComponent implements OnInit, OnDestroy {
|
||||
dateFormat,
|
||||
riskCategory: this.kycForm.value.riskCategory || 1,
|
||||
...receiptFields,
|
||||
...this.buildExceptionFields()
|
||||
...this.buildRiskProfileFields(),
|
||||
...this.buildExceptionFields()
|
||||
};
|
||||
|
||||
this.clientsService
|
||||
|
||||
@@ -310,41 +310,6 @@
|
||||
</nav>
|
||||
}
|
||||
}
|
||||
|
||||
<!-- Live KPI ticker items — referenced twice below for seamless marquee loop -->
|
||||
<ng-template #kpiTickerItems>
|
||||
<span class="ti"><span class="ti-k">CASH</span><span class="ti-v amber">₹14,82,500</span></span>
|
||||
<span class="ti-d">│</span>
|
||||
<span class="ti">
|
||||
<span class="ti-k">TXN TODAY</span>
|
||||
<span class="ti-v">1,247</span>
|
||||
<span class="ti-v up">↑ 8.2%</span>
|
||||
</span>
|
||||
<span class="ti-d">│</span>
|
||||
<span class="ti"><span class="ti-k">CLEARING IN</span><span class="ti-v">42</span></span>
|
||||
<span class="ti-d">│</span>
|
||||
<span class="ti"><span class="ti-k">CLEARING OUT</span><span class="ti-v">38</span></span>
|
||||
<span class="ti-d">│</span>
|
||||
<span class="ti">
|
||||
<span class="ti-k">NPA·GROSS</span>
|
||||
<span class="ti-v amber">3.47%</span>
|
||||
<span class="ti-v down">↑ 0.12</span>
|
||||
</span>
|
||||
<span class="ti-d">│</span>
|
||||
<span class="ti"><span class="ti-k">CASA</span><span class="ti-v">58.2%</span></span>
|
||||
<span class="ti-d">│</span>
|
||||
<span class="ti"><span class="ti-k">CD RATIO</span><span class="ti-v">71.8%</span></span>
|
||||
<span class="ti-d">│</span>
|
||||
<span class="ti">
|
||||
<span class="ti-k">RBI CIRC</span>
|
||||
<span class="ti-v">DBR.AML.NO.4/14.01.001</span>
|
||||
<span class="ti-v amber">NEW</span>
|
||||
</span>
|
||||
<span class="ti-d">│</span>
|
||||
<span class="ti"><span class="ti-k">REPO</span><span class="ti-v">6.50%</span></span>
|
||||
<span class="ti-d">│</span>
|
||||
</ng-template>
|
||||
|
||||
<!-- ============================================================
|
||||
Main Header — 2-Row Navigation
|
||||
============================================================
|
||||
@@ -623,18 +588,11 @@
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- LIVE KPI TICKER (below the menu — pauses on hover) -->
|
||||
<div class="kpi-ticker" role="marquee" aria-label="Live key-performance ticker">
|
||||
<span class="kpi-live">
|
||||
<span class="kpi-live-dot"></span>
|
||||
LIVE
|
||||
</span>
|
||||
<div class="kpi-track">
|
||||
<!-- Render the item block twice so the marquee loops seamlessly. -->
|
||||
<ng-container *ngTemplateOutlet="kpiTickerItems"></ng-container>
|
||||
<ng-container *ngTemplateOutlet="kpiTickerItems"></ng-container>
|
||||
</div>
|
||||
</div>
|
||||
<!-- The KPI ticker that sat here has been removed. Every figure in it was written into the template — cash on
|
||||
hand, transactions today, CASA, CD ratio, gross NPA, a circular reference — and none came from the bank's
|
||||
own books. Under a "LIVE" badge on every screen in the application, that is not decoration: a figure a
|
||||
branch manager can read as the day's cash position, or an inspector as the NPA ratio, has to be the real
|
||||
one or must not be shown. The band returns when there is a source behind it. -->
|
||||
}
|
||||
<!-- end @if (!hideShellLayout) -->
|
||||
|
||||
@@ -713,6 +671,9 @@
|
||||
<button mat-menu-item routerLink="/reports/tds-remittance" tabindex="0">
|
||||
<i class="fa fa-landmark menu-item-icon"></i> TDS Remitted to Government
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/reports/bor" tabindex="0">
|
||||
<i class="fa fa-gavel menu-item-icon"></i> BOR Register — Share Capital
|
||||
</button>
|
||||
</mat-menu>
|
||||
|
||||
<!-- Admin Mega Menu — 3-column rectangular panel grouping Setup,
|
||||
@@ -922,7 +883,11 @@
|
||||
(click)="subLedgerOpen = false"
|
||||
><fa-icon icon="balance-scale" class="gl-icon"></fa-icon> Suit File Entry</a
|
||||
>
|
||||
<a class="gl-link" [class.hidden]="!matchesSubLedgerSearch('Locker Entry')" (click)="subLedgerOpen = false"
|
||||
<a
|
||||
class="gl-link"
|
||||
[class.hidden]="!matchesSubLedgerSearch('Locker Entry')"
|
||||
routerLink="/locker"
|
||||
(click)="subLedgerOpen = false"
|
||||
><fa-icon icon="lock" class="gl-icon"></fa-icon> Locker Entry</a
|
||||
>
|
||||
<a
|
||||
@@ -1214,14 +1179,29 @@
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/recurring-deposits']">
|
||||
<fa-icon icon="sync" class="menu-item-icon"></fa-icon> Recurring
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/accounts/dds']" (click)="depositsMenu.closed.emit()">
|
||||
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS Party Master
|
||||
</button>
|
||||
<button
|
||||
mat-menu-item
|
||||
tabindex="0"
|
||||
[routerLink]="['/accounts/dds-accounts']"
|
||||
(click)="depositsMenu.closed.emit()"
|
||||
>
|
||||
<fa-icon icon="list-alt" class="menu-item-icon"></fa-icon> DDS Accounts
|
||||
</button>
|
||||
</div>
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Agent</div>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="hand-holding-usd" class="menu-item-icon"></fa-icon> Agent Commission
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button
|
||||
mat-menu-item
|
||||
tabindex="0"
|
||||
[routerLink]="['/accounts/dds-collection']"
|
||||
(click)="depositsMenu.closed.emit()"
|
||||
>
|
||||
<fa-icon icon="calendar-check" class="menu-item-icon"></fa-icon> Today Collection
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
@@ -1236,6 +1216,14 @@
|
||||
</div>
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Reports</div>
|
||||
<button
|
||||
mat-menu-item
|
||||
tabindex="0"
|
||||
[routerLink]="['/accounts/dds-reports']"
|
||||
(click)="depositsMenu.closed.emit()"
|
||||
>
|
||||
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> DDS Reports
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/savings-daily-interest']">
|
||||
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> Savings Daily Interest
|
||||
</button>
|
||||
@@ -1339,72 +1327,79 @@
|
||||
<!-- Share Operations -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Share Operations</div>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/nominal-shares']">
|
||||
<fa-icon icon="coins" class="menu-item-icon"></fa-icon> Nominal Share Report
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/share-wise']">
|
||||
<fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> Share Wise Report
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/guarantor-detail']">
|
||||
<fa-icon icon="user-shield" class="menu-item-icon"></fa-icon> Guarantor Detail
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/member-interest']">
|
||||
<fa-icon icon="calculator" class="menu-item-icon"></fa-icon> Total Int Rec
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/enquiry']">
|
||||
<fa-icon icon="search" class="menu-item-icon"></fa-icon> Share Enquiry
|
||||
</button>
|
||||
</div>
|
||||
<!-- Share Documents -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Share Documents</div>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/payment-certificate']">
|
||||
<fa-icon icon="file-signature" class="menu-item-icon"></fa-icon> Share Payment Certificate
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/share-detail']">
|
||||
<fa-icon icon="list-alt" class="menu-item-icon"></fa-icon> Share Detail
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/dividend-statement']">
|
||||
<fa-icon icon="dollar-sign" class="menu-item-icon"></fa-icon> Dividend Statement
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/transfers']">
|
||||
<fa-icon icon="exchange" class="menu-item-icon"></fa-icon> Share Transfer
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/folio-statement']">
|
||||
<fa-icon icon="file-alt" class="menu-item-icon"></fa-icon> Folio Statement
|
||||
</button>
|
||||
</div>
|
||||
<!-- Share Reports -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Share Reports</div>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/final-balance']">
|
||||
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> Final Balance
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/account-statement']">
|
||||
<fa-icon icon="file-invoice" class="menu-item-icon"></fa-icon> Account Statement
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/share-issued']">
|
||||
<fa-icon icon="check-circle" class="menu-item-icon"></fa-icon> Share Issued
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/share-holders']">
|
||||
<fa-icon icon="users" class="menu-item-icon"></fa-icon> Share Holder
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/share-status']">
|
||||
<fa-icon icon="info-circle" class="menu-item-icon"></fa-icon> Share Status
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/product-summary']">
|
||||
<fa-icon icon="layer-group" class="menu-item-icon"></fa-icon> Product Summary
|
||||
</button>
|
||||
</div>
|
||||
<!-- Share Admin -->
|
||||
<div class="deposit-menu-group">
|
||||
<div class="deposit-group-title">Share Admin</div>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/distinctive-numbers']">
|
||||
<fa-icon icon="tag" class="menu-item-icon"></fa-icon> Share Devede No Detail
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="map" class="menu-item-icon"></fa-icon> Area Wise</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="tag" class="menu-item-icon"></fa-icon> Share Label</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/area-wise']">
|
||||
<fa-icon icon="map" class="menu-item-icon"></fa-icon> Area Wise
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/labels']">
|
||||
<fa-icon icon="tag" class="menu-item-icon"></fa-icon> Share Label
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/shares/reports/letters']">
|
||||
<fa-icon icon="envelope" class="menu-item-icon"></fa-icon> Share Letter
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0">
|
||||
<button mat-menu-item tabindex="0" [routerLink]="['/letter-mgmt/share-member']">
|
||||
<fa-icon icon="id-card" class="menu-item-icon"></fa-icon> Share Member Details
|
||||
</button>
|
||||
</div>
|
||||
@@ -1426,7 +1421,9 @@
|
||||
<button mat-menu-item tabindex="0">
|
||||
<fa-icon icon="user-slash" class="menu-item-icon" style="color: #c2410c"></fa-icon> Non-Customer Entry
|
||||
</button>
|
||||
<button mat-menu-item tabindex="0"><fa-icon icon="lock" class="menu-item-icon"></fa-icon> Locker</button>
|
||||
<button mat-menu-item routerLink="/locker" tabindex="0">
|
||||
<fa-icon icon="lock" class="menu-item-icon"></fa-icon> Locker
|
||||
</button>
|
||||
<button mat-menu-item routerLink="/investment/bonds" tabindex="0">
|
||||
<fa-icon icon="chart-line" class="menu-item-icon"></fa-icon> SLR and Non SLR Investment Report
|
||||
</button>
|
||||
|
||||
+381
@@ -0,0 +1,381 @@
|
||||
<!--
|
||||
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="dialog-wrapper">
|
||||
<div class="dialog-header">
|
||||
<div class="header-icon">
|
||||
<mat-icon>account_balance_wallet</mat-icon>
|
||||
</div>
|
||||
<div class="header-text">
|
||||
<h2>Apply DDS Receipt</h2>
|
||||
<p>
|
||||
Agent <strong class="mono">{{ data.agentCode }}</strong> · {{ data.agentName }}
|
||||
@if (data.glCode) {
|
||||
· GL <strong class="mono">{{ data.glCode }}</strong>
|
||||
}
|
||||
</p>
|
||||
</div>
|
||||
<button type="button" mat-icon-button class="header-close" [mat-dialog-close]="false" aria-label="Close">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<mat-dialog-content class="dialog-body">
|
||||
@if (loading) {
|
||||
<div class="state-block">
|
||||
<mat-spinner diameter="30"></mat-spinner>
|
||||
<span>Loading entries and receipts…</span>
|
||||
</div>
|
||||
} @else {
|
||||
<!-- What the picked vouchers have to cover, and whether they do. -->
|
||||
<div class="sc-card">
|
||||
<div class="sc-row" [class.sc-ok]="canApply" [class.sc-bad]="pickedReceipts.size > 0 && difference !== 0">
|
||||
<div class="sc-left">
|
||||
<span class="sc-label">Collections up to {{ data.entryDate | date: 'dd/MM/yyyy' }}</span>
|
||||
<span class="sc-sub"
|
||||
>{{ pickedEntryCount }} {{ pickedEntryCount === 1 ? 'entry' : 'entries' }} to settle</span
|
||||
>
|
||||
</div>
|
||||
<div class="sc-right">
|
||||
<span class="sc-val">{{ required | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
</div>
|
||||
<div
|
||||
class="sc-row sc-sep"
|
||||
[class.sc-ok]="canApply"
|
||||
[class.sc-bad]="pickedReceipts.size > 0 && difference !== 0"
|
||||
>
|
||||
<div class="sc-left">
|
||||
<span class="sc-label">Vouchers picked</span>
|
||||
<span class="sc-sub"
|
||||
>{{ pickedReceipts.size }} {{ pickedReceipts.size === 1 ? 'voucher' : 'vouchers' }}</span
|
||||
>
|
||||
</div>
|
||||
<div class="sc-right">
|
||||
<span
|
||||
class="sc-val"
|
||||
[class.sc-val-ok]="canApply"
|
||||
[class.sc-val-bad]="pickedReceipts.size > 0 && difference !== 0"
|
||||
>
|
||||
{{ received | number: '1.2-2' }}
|
||||
</span>
|
||||
@if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference < 0) {
|
||||
<span class="sc-tag sc-tag-bad">Short {{ -difference | number: '1.2-2' }}</span>
|
||||
} @else if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference > 0) {
|
||||
<span class="sc-tag sc-tag-bad">Over {{ difference | number: '1.2-2' }}</span>
|
||||
} @else if (canApply) {
|
||||
<span class="sc-tag sc-tag-ok">✓ Matches</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="sc-total-row" [class.sc-total-ok]="canApply">
|
||||
<span class="sc-total-lbl">Total to Apply</span>
|
||||
<div class="sc-total-nums">
|
||||
<span class="sc-total-req mono">{{ required | number: '1.2-2' }}</span>
|
||||
<span class="sc-arrow">→</span>
|
||||
<span class="sc-total-got mono" [class.sc-total-got-ok]="canApply">{{ received | number: '1.2-2' }}</span>
|
||||
<span class="sc-status-pill" [class.sc-pill-ok]="canApply" [class.sc-pill-pending]="!canApply">
|
||||
{{ canApply ? '✓ Ready' : 'Pending' }}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- ── 1: the days the agent wrote down ──────────────────────────────────── -->
|
||||
<section class="slot">
|
||||
<header class="slot-head">
|
||||
<span class="slot-step">1</span>
|
||||
<div class="slot-title">
|
||||
<h3>Outstanding up to {{ data.entryDate | date: 'dd/MM/yyyy' }}</h3>
|
||||
<p>Everything the agent wrote down and has not handed in, day by day. Open a day to see its lines.</p>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
@if (days.length) {
|
||||
<ul class="options">
|
||||
@for (day of days; track day.date) {
|
||||
<li class="option" (click)="toggleOpen(day, $event)">
|
||||
<div class="option-main">
|
||||
<span class="option-voucher mono">{{ day.date | date: 'dd/MM/yyyy' }}</span>
|
||||
<span class="option-meta"
|
||||
>{{ day.entries.length }} {{ day.entries.length === 1 ? 'entry' : 'entries' }}</span
|
||||
>
|
||||
</div>
|
||||
<span class="option-amount mono">{{ day.total | number: '1.2-2' }}</span>
|
||||
<button
|
||||
type="button"
|
||||
class="option-info"
|
||||
(click)="toggleOpen(day, $event)"
|
||||
aria-label="Show the day's lines"
|
||||
>
|
||||
<mat-icon>{{ openDay === day.date ? 'expand_less' : 'expand_more' }}</mat-icon>
|
||||
</button>
|
||||
</li>
|
||||
@if (openDay === day.date) {
|
||||
<li class="day-lines">
|
||||
@if (day.entries.length > 8) {
|
||||
<input
|
||||
class="day-search"
|
||||
type="text"
|
||||
[(ngModel)]="daySearch"
|
||||
placeholder="Search party code or name"
|
||||
autocomplete="off"
|
||||
/>
|
||||
}
|
||||
<div class="day-scroll">
|
||||
<table class="entries">
|
||||
<tbody>
|
||||
@for (entry of visibleEntries(day); track entry.id) {
|
||||
<tr>
|
||||
<td class="entry-code">{{ entry.partyCode }}</td>
|
||||
<td class="entry-name">{{ entry.partyName }}</td>
|
||||
<td>
|
||||
{{ entry.transactionMode }}
|
||||
@if (entry.advanceDays) {
|
||||
· {{ entry.advanceDays }}d advance
|
||||
}
|
||||
@if (entry.arrearsDays) {
|
||||
· {{ entry.arrearsDays }}d previous
|
||||
}
|
||||
</td>
|
||||
<td class="num mono">{{ entry.amount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
} @empty {
|
||||
<tr>
|
||||
<td colspan="4" class="entry-name">No line matches.</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</li>
|
||||
}
|
||||
}
|
||||
</ul>
|
||||
} @else {
|
||||
<p class="slot-empty">
|
||||
{{ data.agentName }} has nothing outstanding for {{ data.entryDate | date: 'dd/MM/yyyy' }}. Change the date
|
||||
on the screen to the day the entries were written.
|
||||
</p>
|
||||
}
|
||||
</section>
|
||||
|
||||
<!-- ── 2: the cashier's receipts ─────────────────────────────────────────── -->
|
||||
<section class="slot">
|
||||
<header class="slot-head">
|
||||
<span class="slot-step">2</span>
|
||||
<div class="slot-title">
|
||||
<h3>DDS Cash Receipts</h3>
|
||||
<p>Tick the vouchers. Posts Dr Agent GL / Cr DDS Customer Deposits.</p>
|
||||
</div>
|
||||
<button type="button" class="slot-search" (click)="openSearch()">
|
||||
<mat-icon>search</mat-icon>
|
||||
<span>Find by voucher</span>
|
||||
</button>
|
||||
</header>
|
||||
|
||||
@if (available.length) {
|
||||
<ul class="options">
|
||||
@for (option of available; track option.id) {
|
||||
<li class="option" [class.option-picked]="pickedReceipts.has(option.id)" (click)="toggleReceipt(option)">
|
||||
<mat-icon class="option-check">{{
|
||||
pickedReceipts.has(option.id) ? 'check_box' : 'check_box_outline_blank'
|
||||
}}</mat-icon>
|
||||
<div class="option-main">
|
||||
<span class="option-voucher mono">{{ option.voucherNo }}</span>
|
||||
<span class="option-meta">{{ option.txnDate }} · {{ glLabel(option) }}</span>
|
||||
@if (option.description) {
|
||||
<span class="option-desc">{{ option.description }}</span>
|
||||
}
|
||||
</div>
|
||||
<span class="option-amount mono">{{ option.amount | number: '1.2-2' }}</span>
|
||||
<button type="button" class="option-info" (click)="openDetail(option, $event)" aria-label="GL entries">
|
||||
<mat-icon>receipt_long</mat-icon>
|
||||
</button>
|
||||
</li>
|
||||
}
|
||||
</ul>
|
||||
} @else {
|
||||
<p class="slot-empty">
|
||||
No DDS receipt is waiting on this agent's GL account. Collect the cash at
|
||||
<em>Cashier › Transaction Entry</em> with entry type <strong>DDS</strong> and have the manager approve it,
|
||||
or find an earlier voucher by number.
|
||||
</p>
|
||||
}
|
||||
|
||||
@if (pickedReceipts.size > 0 && pickedDays.size > 0 && difference !== 0) {
|
||||
<p class="slot-note note-bad">
|
||||
The vouchers ({{ received | number: '1.2-2' }}) have to match the day's entries ({{
|
||||
required | number: '1.2-2'
|
||||
}}) exactly, so every customer is credited what the agent wrote down.
|
||||
</p>
|
||||
}
|
||||
</section>
|
||||
|
||||
@if (errorMsg && !searchOpen) {
|
||||
<div class="alert">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<span>{{ errorMsg }}</span>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</mat-dialog-content>
|
||||
|
||||
<mat-dialog-actions class="dialog-actions">
|
||||
<button type="button" mat-stroked-button [mat-dialog-close]="false" [disabled]="submitting">Cancel</button>
|
||||
<button type="button" mat-flat-button color="primary" [disabled]="!canApply" (click)="apply()">
|
||||
@if (submitting) {
|
||||
<mat-spinner diameter="16"></mat-spinner>
|
||||
<span>Applying…</span>
|
||||
} @else {
|
||||
<mat-icon>check</mat-icon>
|
||||
<span>Apply Receipt</span>
|
||||
}
|
||||
</button>
|
||||
</mat-dialog-actions>
|
||||
</div>
|
||||
|
||||
<!-- ── Find a voucher the list does not carry ───────────────────────────────── -->
|
||||
@if (searchOpen) {
|
||||
<div class="overlay" (click)="closeSearch()">
|
||||
<div class="popup" (click)="$event.stopPropagation()">
|
||||
<header class="popup-head">
|
||||
<h3>Find a DDS receipt</h3>
|
||||
<button type="button" mat-icon-button (click)="closeSearch()" aria-label="Close">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
</header>
|
||||
|
||||
<div class="popup-body">
|
||||
<label class="field">
|
||||
<span>GL Account</span>
|
||||
<div class="field-readonly mono">{{ data.glCode || '—' }} · {{ data.agentCode }}</div>
|
||||
</label>
|
||||
|
||||
<label class="field">
|
||||
<span>Voucher No.</span>
|
||||
<input
|
||||
type="text"
|
||||
[(ngModel)]="searchVoucherNo"
|
||||
placeholder="CR/24092026/0001"
|
||||
(keyup.enter)="runSearch()"
|
||||
autocomplete="off"
|
||||
/>
|
||||
</label>
|
||||
|
||||
@if (errorMsg) {
|
||||
<div class="alert">
|
||||
<mat-icon>error_outline</mat-icon>
|
||||
<span>{{ errorMsg }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<footer class="popup-foot">
|
||||
<button type="button" mat-stroked-button (click)="closeSearch()">Cancel</button>
|
||||
<button
|
||||
type="button"
|
||||
mat-flat-button
|
||||
color="primary"
|
||||
[disabled]="!searchVoucherNo.trim() || searching"
|
||||
(click)="runSearch()"
|
||||
>
|
||||
@if (searching) {
|
||||
<mat-spinner diameter="16"></mat-spinner>
|
||||
} @else {
|
||||
<span>Find & Use</span>
|
||||
}
|
||||
</button>
|
||||
</footer>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- ── A receipt's own GL entries ───────────────────────────────────────────── -->
|
||||
@if (viewing) {
|
||||
<div class="overlay" (click)="closeDetail()">
|
||||
<div class="popup" (click)="$event.stopPropagation()">
|
||||
<header class="popup-head">
|
||||
<h3>
|
||||
Voucher <span class="mono">{{ viewing.voucherNo }}</span>
|
||||
</h3>
|
||||
<button type="button" mat-icon-button (click)="closeDetail()" aria-label="Close">
|
||||
<mat-icon>close</mat-icon>
|
||||
</button>
|
||||
</header>
|
||||
|
||||
<div class="popup-body">
|
||||
<dl class="detail-list">
|
||||
<div>
|
||||
<dt>Date</dt>
|
||||
<dd class="mono">{{ viewing.txnDate }}</dd>
|
||||
</div>
|
||||
<div>
|
||||
<dt>Amount</dt>
|
||||
<dd class="mono">{{ viewing.amount | number: '1.2-2' }}</dd>
|
||||
</div>
|
||||
<div>
|
||||
<dt>GL Account</dt>
|
||||
<dd>{{ glLabel(viewing) }}</dd>
|
||||
</div>
|
||||
@if (viewing.cashierName) {
|
||||
<div>
|
||||
<dt>Collected By</dt>
|
||||
<dd>{{ viewing.cashierName }}</dd>
|
||||
</div>
|
||||
}
|
||||
@if (viewing.managerName) {
|
||||
<div>
|
||||
<dt>Approved By</dt>
|
||||
<dd>{{ viewing.managerName }}</dd>
|
||||
</div>
|
||||
}
|
||||
@if (viewing.description) {
|
||||
<div>
|
||||
<dt>Description</dt>
|
||||
<dd>{{ viewing.description }}</dd>
|
||||
</div>
|
||||
}
|
||||
</dl>
|
||||
|
||||
<h4 class="detail-heading">Journal Entries</h4>
|
||||
@if (loadingGlEntries) {
|
||||
<div class="state-block"><mat-spinner diameter="22"></mat-spinner></div>
|
||||
} @else if (viewingGlEntries?.length) {
|
||||
<table class="gl-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Account</th>
|
||||
<th class="num">Debit</th>
|
||||
<th class="num">Credit</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (entry of viewingGlEntries; track entry.id) {
|
||||
<tr>
|
||||
<td>
|
||||
<span class="mono">{{ entry.glCode }}</span> {{ entry.glName }}
|
||||
</td>
|
||||
<td class="num mono">{{ entry.drCr === 'DR' ? (entry.amount | number: '1.2-2') : '' }}</td>
|
||||
<td class="num mono">{{ entry.drCr === 'CR' ? (entry.amount | number: '1.2-2') : '' }}</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
} @else {
|
||||
<p class="slot-empty">No journal entries are recorded against this receipt.</p>
|
||||
}
|
||||
</div>
|
||||
|
||||
<footer class="popup-foot">
|
||||
<button type="button" mat-stroked-button (click)="closeDetail()">Close</button>
|
||||
</footer>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
+95
@@ -0,0 +1,95 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
// The same look as Apply Additional Shares, on purpose: both apply a cashier's receipt to what it was
|
||||
// collected for, and the counter should meet one screen, not two. Used as it is, never changed here.
|
||||
@use '../../../shares/share-dialog.shared' as *;
|
||||
|
||||
:host {
|
||||
display: block;
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
// The agent's outstanding lines - read only, what the receipt has to cover.
|
||||
.entries {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 13px;
|
||||
|
||||
td {
|
||||
padding: 7px 4px;
|
||||
border-bottom: 1px solid #eef2f7;
|
||||
}
|
||||
|
||||
tr:last-child td {
|
||||
border-bottom: none;
|
||||
}
|
||||
|
||||
.entry-date {
|
||||
color: #64748b;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.entry-code {
|
||||
font-weight: 600;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.entry-name {
|
||||
color: #475569;
|
||||
}
|
||||
|
||||
.num {
|
||||
text-align: right;
|
||||
white-space: nowrap;
|
||||
}
|
||||
}
|
||||
|
||||
// Days and vouchers are ticked, any number of each - a check box where the share dialog has a radio.
|
||||
.option-check {
|
||||
color: #94a3b8;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
|
||||
.option-picked {
|
||||
border-color: #2563eb !important;
|
||||
background: #eff6ff !important;
|
||||
|
||||
.option-check {
|
||||
color: #2563eb;
|
||||
}
|
||||
}
|
||||
|
||||
// A day's own lines, opened under it. Scrolls inside itself, so a thousand customers do not make the
|
||||
// dialog a thousand lines tall.
|
||||
.day-lines {
|
||||
list-style: none;
|
||||
padding: 6px 10px 10px 42px;
|
||||
}
|
||||
|
||||
.day-search {
|
||||
width: 100%;
|
||||
margin-bottom: 6px;
|
||||
padding: 6px 10px;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 6px;
|
||||
font: inherit;
|
||||
font-size: 13px;
|
||||
}
|
||||
|
||||
.day-scroll {
|
||||
max-height: 240px;
|
||||
overflow-y: auto;
|
||||
}
|
||||
|
||||
.field-readonly {
|
||||
padding: 8px 10px;
|
||||
border: 1px solid #e2e8f0;
|
||||
border-radius: 6px;
|
||||
background: #f8fafc;
|
||||
}
|
||||
+351
@@ -0,0 +1,351 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MAT_DIALOG_DATA, MatDialogRef, MatDialogModule } from '@angular/material/dialog';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { of } from 'rxjs';
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
|
||||
/** One day of an agent's outstanding entries, as the dialog lists them. */
|
||||
export interface EntryDay {
|
||||
date: string;
|
||||
entries: any[];
|
||||
total: number;
|
||||
}
|
||||
|
||||
/**
|
||||
* Applies the cashier's DDS receipts to an agent's outstanding collections.
|
||||
*
|
||||
* The agent's cash is already in the bank: the cashier took it at the counter into the agent's own GL
|
||||
* account, tagged DDS, and the manager approved it. Applying it here hands the money on to the
|
||||
* customers the agent wrote down - Dr the agent's GL, Cr DDS Customer Deposits - and each entry is
|
||||
* settled against the application. The same screen as Apply Additional Shares.
|
||||
*
|
||||
* Everything outstanding up to the day chosen on the screen, shown a day at a time - nothing to tick,
|
||||
* because what the agent wrote down is settled whole, and an agent who comes in after several days
|
||||
* brings several days' cash. The vouchers are ticked, since a day's
|
||||
* cash can come in more than one visit. They have to agree exactly: what the agent wrote down is what
|
||||
* each customer is owed, so vouchers short of it leave somebody uncredited and vouchers over it leave
|
||||
* money nobody can place.
|
||||
*
|
||||
* The day is shown totalled and its lines opened only when asked for - an agent with a thousand
|
||||
* customers is a thousand lines, and the day's total is what the counter is checking.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-apply-dds-receipt-dialog',
|
||||
templateUrl: './apply-dds-receipt-dialog.component.html',
|
||||
styleUrls: ['./apply-dds-receipt-dialog.component.scss'],
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
MatIconModule,
|
||||
MatProgressSpinnerModule
|
||||
]
|
||||
})
|
||||
export class ApplyDdsReceiptDialogComponent implements OnInit {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private settingsService = inject(SettingsService);
|
||||
|
||||
public dialogRef = inject(MatDialogRef<ApplyDdsReceiptDialogComponent>);
|
||||
public data = inject<{
|
||||
agentId: number;
|
||||
agentCode: string;
|
||||
agentName: string;
|
||||
glCode: string | null;
|
||||
entryDate: string;
|
||||
}>(MAT_DIALOG_DATA);
|
||||
|
||||
loadingEntries = true;
|
||||
loadingReceipts = true;
|
||||
submitting = false;
|
||||
errorMsg = '';
|
||||
|
||||
/** The chosen day's outstanding entries - one day, or none when nothing is outstanding on it. */
|
||||
days: EntryDay[] = [];
|
||||
|
||||
/** DDS receipts on the agent's GL account, approved and not yet applied. */
|
||||
available: any[] = [];
|
||||
|
||||
/**
|
||||
* The day is settled whole, so it is always included. The vouchers are the clerk's choice, and none
|
||||
* is picked for them even when only one is listed.
|
||||
*/
|
||||
pickedDays = new Set<string>();
|
||||
pickedReceipts = new Set<number>();
|
||||
|
||||
/** The day whose lines are open, and the search within it. */
|
||||
openDay: string | null = null;
|
||||
daySearch = '';
|
||||
|
||||
get loading(): boolean {
|
||||
return this.loadingEntries || this.loadingReceipts;
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
// Everything outstanding up to the chosen date, whatever day it was written - an agent's cash for
|
||||
// several days arrives in one visit, and all of it is settled together.
|
||||
this.organizationService
|
||||
.getAgentPendingCollections(this.data.agentId)
|
||||
.pipe(
|
||||
catchError((err) => {
|
||||
this.errorMsg = this.readError(err, "Could not load the agent's entries.");
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((res: any) => {
|
||||
this.days = groupByDay(
|
||||
(res?.entries || []).filter(
|
||||
(entry: any) => entry.status === 'PENDING' && String(entry.entryDate) <= this.data.entryDate
|
||||
)
|
||||
);
|
||||
this.pickedDays = new Set(this.days.map((day) => day.date));
|
||||
this.loadingEntries = false;
|
||||
});
|
||||
|
||||
this.organizationService
|
||||
.getAgentCashReceipts(this.data.agentId)
|
||||
.pipe(
|
||||
catchError((err) => {
|
||||
this.errorMsg = this.readError(err, 'Could not load the available receipts.');
|
||||
return of([]);
|
||||
})
|
||||
)
|
||||
.subscribe((rows: any) => {
|
||||
this.available = Array.isArray(rows) ? rows : [];
|
||||
this.loadingReceipts = false;
|
||||
});
|
||||
}
|
||||
|
||||
// ── Picking ─────────────────────────────────────────────────────────────────────────────────
|
||||
|
||||
toggleReceipt(receipt: any): void {
|
||||
if (this.submitting) {
|
||||
return;
|
||||
}
|
||||
this.pickedReceipts.has(receipt.id) ? this.pickedReceipts.delete(receipt.id) : this.pickedReceipts.add(receipt.id);
|
||||
}
|
||||
|
||||
toggleOpen(day: EntryDay, event: Event): void {
|
||||
event.stopPropagation();
|
||||
this.openDay = this.openDay === day.date ? null : day.date;
|
||||
this.daySearch = '';
|
||||
}
|
||||
|
||||
/** The open day's lines, narrowed by party code or name. */
|
||||
visibleEntries(day: EntryDay): any[] {
|
||||
const term = this.daySearch.trim().toLowerCase();
|
||||
if (!term) {
|
||||
return day.entries;
|
||||
}
|
||||
return day.entries.filter(
|
||||
(entry: any) =>
|
||||
String(entry.partyCode || '')
|
||||
.toLowerCase()
|
||||
.includes(term) ||
|
||||
String(entry.partyName || '')
|
||||
.toLowerCase()
|
||||
.includes(term)
|
||||
);
|
||||
}
|
||||
|
||||
// ── What has to be covered ──────────────────────────────────────────────────────────────────
|
||||
|
||||
get entryCount(): number {
|
||||
return this.days.reduce((sum, day) => sum + day.entries.length, 0);
|
||||
}
|
||||
|
||||
get outstandingTotal(): number {
|
||||
return this.days.reduce((sum, day) => sum + day.total, 0);
|
||||
}
|
||||
|
||||
get pickedEntryCount(): number {
|
||||
return this.days.filter((day) => this.pickedDays.has(day.date)).reduce((sum, day) => sum + day.entries.length, 0);
|
||||
}
|
||||
|
||||
get required(): number {
|
||||
return round2(this.days.filter((day) => this.pickedDays.has(day.date)).reduce((sum, day) => sum + day.total, 0));
|
||||
}
|
||||
|
||||
get received(): number {
|
||||
return round2(
|
||||
this.available.filter((r) => this.pickedReceipts.has(r.id)).reduce((sum, r) => sum + Number(r.amount || 0), 0)
|
||||
);
|
||||
}
|
||||
|
||||
/** Vouchers less entries: below zero they are short, above zero they are over. */
|
||||
get difference(): number {
|
||||
return round2(this.received - this.required);
|
||||
}
|
||||
|
||||
get canApply(): boolean {
|
||||
return this.pickedDays.size > 0 && this.pickedReceipts.size > 0 && this.difference === 0 && !this.submitting;
|
||||
}
|
||||
|
||||
glLabel(option: any): string {
|
||||
return [
|
||||
option?.glCode,
|
||||
option?.glName
|
||||
]
|
||||
.filter(Boolean)
|
||||
.join(' — ');
|
||||
}
|
||||
|
||||
// ── Voucher search, for a receipt the list does not carry ───────────────────────────────────
|
||||
|
||||
searching = false;
|
||||
searchOpen = false;
|
||||
searchVoucherNo = '';
|
||||
|
||||
openSearch(): void {
|
||||
this.searchOpen = true;
|
||||
this.searchVoucherNo = '';
|
||||
this.errorMsg = '';
|
||||
}
|
||||
|
||||
closeSearch(): void {
|
||||
this.searchOpen = false;
|
||||
this.errorMsg = '';
|
||||
}
|
||||
|
||||
/**
|
||||
* Finds one voucher on the agent's GL account and, when it cannot be used, says why - not taken as
|
||||
* DDS, not approved yet, or already applied - rather than simply not finding it.
|
||||
*/
|
||||
runSearch(): void {
|
||||
const voucher = this.searchVoucherNo.trim();
|
||||
if (!voucher || this.searching) {
|
||||
return;
|
||||
}
|
||||
this.searching = true;
|
||||
this.errorMsg = '';
|
||||
this.organizationService
|
||||
.getAgentCashReceipts(this.data.agentId, voucher)
|
||||
.pipe(
|
||||
catchError((err) => {
|
||||
this.errorMsg = this.readError(err, `Voucher ${voucher} could not be looked up.`);
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((rows: any) => {
|
||||
this.searching = false;
|
||||
if (rows === null) {
|
||||
return;
|
||||
}
|
||||
const found = (Array.isArray(rows) ? rows : [])[0];
|
||||
if (!found) {
|
||||
this.errorMsg = `Voucher ${voucher} is not on ${this.data.agentCode}'s GL account ${this.data.glCode || ''}.`;
|
||||
} else if (found.entryType !== 'DDS') {
|
||||
this.errorMsg = `Voucher ${voucher} was taken as "${found.entryType || 'untagged'}", not DDS. Ask the cashier to correct the entry type.`;
|
||||
} else if (found.status !== 'APPROVED') {
|
||||
this.errorMsg = `Voucher ${voucher} is ${found.status}. It can be applied once the manager approves it.`;
|
||||
} else if (found.applied) {
|
||||
this.errorMsg = `Voucher ${voucher} has already been applied.`;
|
||||
} else {
|
||||
this.available = [
|
||||
found,
|
||||
...this.available.filter((entry) => entry.id !== found.id)
|
||||
];
|
||||
this.pickedReceipts.add(found.id);
|
||||
this.searchOpen = false;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
// ── A receipt's own GL entries ──────────────────────────────────────────────────────────────
|
||||
|
||||
viewing: any = null;
|
||||
viewingGlEntries: any[] | null = null;
|
||||
loadingGlEntries = false;
|
||||
|
||||
openDetail(option: any, event: Event): void {
|
||||
event.stopPropagation();
|
||||
this.viewing = option;
|
||||
this.viewingGlEntries = null;
|
||||
this.loadingGlEntries = true;
|
||||
this.organizationService
|
||||
.getCashReceiptGlEntries(option.id)
|
||||
.pipe(catchError(() => of([])))
|
||||
.subscribe((rows: any) => {
|
||||
this.viewingGlEntries = Array.isArray(rows) ? rows : [];
|
||||
this.loadingGlEntries = false;
|
||||
});
|
||||
}
|
||||
|
||||
closeDetail(): void {
|
||||
this.viewing = null;
|
||||
this.viewingGlEntries = null;
|
||||
}
|
||||
|
||||
// ── Submission ──────────────────────────────────────────────────────────────────────────────
|
||||
|
||||
apply(): void {
|
||||
if (!this.canApply) {
|
||||
return;
|
||||
}
|
||||
this.submitting = true;
|
||||
this.errorMsg = '';
|
||||
const vouchers = this.available.filter((r) => this.pickedReceipts.has(r.id)).map((r) => r.voucherNo);
|
||||
const entries = this.pickedEntryCount;
|
||||
const amount = this.required;
|
||||
this.organizationService
|
||||
.settleAgentCollections({
|
||||
agentId: Number(this.data.agentId),
|
||||
cashierDepositRequestIds: Array.from(this.pickedReceipts),
|
||||
entryDates: Array.from(this.pickedDays),
|
||||
locale: this.settingsService.language.code
|
||||
})
|
||||
.pipe(
|
||||
catchError((err) => {
|
||||
this.errorMsg = this.readError(err, 'The receipts could not be applied.');
|
||||
this.submitting = false;
|
||||
return of(null);
|
||||
})
|
||||
)
|
||||
.subscribe((res: any) => {
|
||||
if (res) {
|
||||
this.dialogRef.close({ vouchers, entries, amount, response: res });
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
private readError(err: any, fallback: string): string {
|
||||
return (
|
||||
err?.error?.errors?.[0]?.defaultUserMessage ??
|
||||
err?.error?.defaultUserMessage ??
|
||||
err?.error?.developerMessage ??
|
||||
fallback
|
||||
);
|
||||
}
|
||||
}
|
||||
|
||||
/** Entries grouped by the day they were collected, oldest first, each day totalled. */
|
||||
export function groupByDay(entries: any[]): EntryDay[] {
|
||||
const byDay = new Map<string, EntryDay>();
|
||||
for (const entry of entries) {
|
||||
const date = String(entry.entryDate);
|
||||
const day = byDay.get(date) ?? { date, entries: [], total: 0 };
|
||||
day.entries.push(entry);
|
||||
day.total = round2(day.total + Number(entry.amount || 0));
|
||||
byDay.set(date, day);
|
||||
}
|
||||
return Array.from(byDay.values()).sort((a, b) => a.date.localeCompare(b.date));
|
||||
}
|
||||
|
||||
function round2(value: number): number {
|
||||
return Math.round(value * 100) / 100;
|
||||
}
|
||||
@@ -0,0 +1,468 @@
|
||||
<!--
|
||||
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="dte-container">
|
||||
<div class="dte-header">
|
||||
<button mat-stroked-button [routerLink]="['../']" class="dte-back">
|
||||
<i class="fas fa-arrow-left"></i> Deposits
|
||||
</button>
|
||||
<h2 class="dte-header__title">Daily Transaction Detail</h2>
|
||||
</div>
|
||||
|
||||
<div class="dte-card">
|
||||
<form [formGroup]="entryForm">
|
||||
<div class="dte-info-panels">
|
||||
<div class="dte-info-panel">
|
||||
<div class="dte-info-panel__title">Agent Information</div>
|
||||
<dl>
|
||||
<dt>Name</dt>
|
||||
<dd>{{ agentInfo.name || '—' }}</dd>
|
||||
<dt>Address</dt>
|
||||
<dd>{{ agentInfo.address || '—' }}</dd>
|
||||
<dt>City</dt>
|
||||
<dd>{{ agentInfo.city || '—' }}</dd>
|
||||
<dt>A/C</dt>
|
||||
<dd>{{ agentInfo.accountNo || '—' }}</dd>
|
||||
<dt>Guarantor</dt>
|
||||
<dd>{{ agentInfo.guarantor1 || '—' }}</dd>
|
||||
<dt>Guarantor</dt>
|
||||
<dd>{{ agentInfo.guarantor2 || '—' }}</dd>
|
||||
<dt>Curr Bal</dt>
|
||||
<dd>{{ agentInfo.currentBalance | number: '1.2-2' }}</dd>
|
||||
</dl>
|
||||
</div>
|
||||
|
||||
<div class="dte-info-panel">
|
||||
<div class="dte-info-panel__title">Party Information</div>
|
||||
@if (partyInfo) {
|
||||
<dl>
|
||||
<dt>Client Id</dt>
|
||||
<dd>{{ partyInfo.clientId }}</dd>
|
||||
<dt>Name</dt>
|
||||
<dd>{{ partyInfo.partyName }}</dd>
|
||||
<dt>Address</dt>
|
||||
<dd>{{ partyInfo.address1 || '—' }}</dd>
|
||||
<dt>City</dt>
|
||||
<dd>{{ partyInfo.city || '—' }}</dd>
|
||||
<dt>Op. Date</dt>
|
||||
<dd>{{ partyInfo.openingDate ? (partyInfo.openingDate | dateFormat) : '—' }}</dd>
|
||||
<dt>Maturity</dt>
|
||||
<dd>{{ partyInfo.maturityDate ? (partyInfo.maturityDate | dateFormat) : '—' }}</dd>
|
||||
<dt>Daily Depo</dt>
|
||||
<dd>{{ partyInfo.dailyDepositAmount | number: '1.2-2' }}</dd>
|
||||
<dt>Ledger</dt>
|
||||
<dd>{{ partyInfo.ledgerNo || '—' }}</dd>
|
||||
<dt>Aadhar No</dt>
|
||||
<dd>{{ partyInfo.aadharNo || '—' }}</dd>
|
||||
<dt>Curr Bal</dt>
|
||||
<dd>{{ partyInfo.currentBalance | number: '1.2-2' }}</dd>
|
||||
<!--
|
||||
What should have been collected by today against what has been. Beside the balance
|
||||
rather than instead of it: the balance is what the customer holds, this is whether
|
||||
they have kept to the scheme.
|
||||
-->
|
||||
<dt>Due So Far</dt>
|
||||
<dd>{{ partyInfo.expectedToDate | number: '1.2-2' }}</dd>
|
||||
<dt>Collected</dt>
|
||||
<dd>{{ partyInfo.collectedToDate | number: '1.2-2' }}</dd>
|
||||
@if (schedule(partyInfo); as sched) {
|
||||
<dt [class]="'dte-sched dte-sched--' + sched.state">Schedule</dt>
|
||||
<dd [class]="'dte-sched dte-sched--' + sched.state">{{ sched.text }}</dd>
|
||||
}
|
||||
<dt class="dte-after">Bal. After This Tr</dt>
|
||||
<dd class="dte-after">{{ partyBalanceAfter | number: '1.2-2' }}</dd>
|
||||
</dl>
|
||||
} @else {
|
||||
<p class="dte-info-panel__hint">
|
||||
Pick a party in a collection row below — this panel shows whose account it is and what the balance
|
||||
becomes.
|
||||
</p>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="dte-controls">
|
||||
<mat-form-field appearance="outline" class="dte-field dte-field--agent">
|
||||
<mat-label>Agent</mat-label>
|
||||
<mat-select required formControlName="agentId" (selectionChange)="loadAgent()">
|
||||
@for (agent of selectableAgents; track agent.id) {
|
||||
<mat-option [value]="agent.id">
|
||||
{{ agent.agentCode }} · {{ agent.agentNameId }}
|
||||
@if (!agent.active) {
|
||||
<span class="dte-agent-off">— not collecting</span>
|
||||
}
|
||||
</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (selectableAgents.length === 0) {
|
||||
<mat-hint class="dte-hint--missing">No active agent on file</mat-hint>
|
||||
} @else if (pickedAgentIsInactive) {
|
||||
<!-- Only reachable on a settlement: this agent no longer collects, but the cash they
|
||||
already hold still has to be able to reach a branch. -->
|
||||
<mat-hint class="dte-hint--missing">This agent no longer collects — settling held cash only</mat-hint>
|
||||
} @else if (agentInfo.name) {
|
||||
<mat-hint class="dte-hint--found">
|
||||
{{ agentParties.length }} {{ agentParties.length === 1 ? 'party' : 'parties' }} to collect from
|
||||
</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Date</mat-label>
|
||||
<!-- The date picks out a round, not just a posting date: a Party Tran settles whatever
|
||||
the agent wrote down for that day, so changing it has to fetch that day's list. -->
|
||||
<input
|
||||
matInput
|
||||
required
|
||||
[matDatepicker]="txnDatePicker"
|
||||
formControlName="transactionDate"
|
||||
(dateChange)="loadPendingEntries(); loadAgentMoney()"
|
||||
/>
|
||||
<mat-datepicker-toggle matIconSuffix [for]="txnDatePicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #txnDatePicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Tran. Type</mat-label>
|
||||
<mat-select required formControlName="transactionType">
|
||||
@for (type of transactionTypes; track type.label) {
|
||||
<mat-option [value]="type.label" [disabled]="!type.supported">
|
||||
{{ type.label }}
|
||||
@if (!type.supported) {
|
||||
<span class="dte-soon"> — not available yet</span>
|
||||
}
|
||||
</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<!--
|
||||
What the agent wrote down on their round, waiting to be counted.
|
||||
|
||||
This used to be an empty grid the clerk typed the round into, and typing it posted it: a
|
||||
customer was credited the moment a line was keyed, whether or not the cash behind it ever
|
||||
reached the branch. The agent records their own collections now, and what the clerk does here
|
||||
is agree with them - so there is nothing to type, only a list to check against a bag of cash.
|
||||
-->
|
||||
@if (isPartyTran && agentInfo.name) {
|
||||
<div class="dte-section">
|
||||
<div class="dte-section__header">
|
||||
<i class="fas fa-list"></i>
|
||||
<h3>Collections up to {{ entryForm.get('transactionDate')?.value | dateFormat }}</h3>
|
||||
<button mat-stroked-button type="button" class="dte-add-row" (click)="loadPendingEntries()">
|
||||
<i class="fas fa-sync"></i> Refresh
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (pendingLoading) {
|
||||
<p class="dte-empty">Reading this agent's entries...</p>
|
||||
} @else if (pendingEntries.length === 0) {
|
||||
<p class="dte-empty">{{ agentInfo.name }} has nothing outstanding up to this date.</p>
|
||||
} @else {
|
||||
@for (entry of pendingEntries; track entry.id) {
|
||||
<div class="dte-pending-row">
|
||||
<!-- The day the agent took it, on the line itself. All the lines carry the date
|
||||
chosen above, but a row that says so can be read, printed or shown to the agent
|
||||
on its own without the header to explain it. -->
|
||||
<span class="dte-pending-row__date">{{ entry.entryDate | dateFormat }}</span>
|
||||
<span class="dte-pending-row__code">{{ entry.partyCode }}</span>
|
||||
<span class="dte-pending-row__name">{{ entry.partyName }}</span>
|
||||
<span class="dte-pending-row__mode"
|
||||
>{{ entry.transactionMode }}
|
||||
@if (entry.advanceDays) {
|
||||
· {{ entry.advanceDays }}d advance
|
||||
}
|
||||
@if (entry.arrearsDays) {
|
||||
· {{ entry.arrearsDays }}d previous
|
||||
}
|
||||
</span>
|
||||
<span class="dte-pending-row__amount">{{ entry.amount | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="dte-total">
|
||||
<span>{{ pendingEntries.length }} {{ pendingEntries.length === 1 ? 'entry' : 'entries' }}</span>
|
||||
<strong>{{ pendingTotal | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
|
||||
<!--
|
||||
The figure the clerk counts against, said in words rather than left as a column total -
|
||||
it is the one number they are acting on, and the rest of the panel is working out.
|
||||
|
||||
It says what the agent wrote down and stops there. The money side - what is owed, what the
|
||||
cashier has taken in, and applying it - is Agent Tran, so each type has one job.
|
||||
-->
|
||||
<p class="dte-expected dte-expected--note">
|
||||
Everything {{ agentInfo.name }} wrote down and has not handed in yet, up to this date, customer by
|
||||
customer. The cash and its receipts are under Agent Tran.
|
||||
</p>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<!--
|
||||
The agent's money: what they owe on everything written down, what the cashier has taken in
|
||||
against it, and what is left.
|
||||
|
||||
This used to be a form the clerk typed an amount into to take the agent's cash in here. The
|
||||
cash is taken at the cashier's counter now, into the agent's own GL account, and one way to take
|
||||
the same cash in is the only safe number of ways - so there is nothing to type. What is done here
|
||||
is applying the cashier's receipts to the customers, in Apply DDS Receipt.
|
||||
-->
|
||||
@if (isAgentTran && agentInfo.name) {
|
||||
<div class="dte-section">
|
||||
<div class="dte-section__header">
|
||||
<i class="fas fa-hand-holding-usd"></i>
|
||||
<h3>Agent's cash</h3>
|
||||
<button mat-stroked-button type="button" class="dte-add-row" (click)="loadAgentMoney()">
|
||||
<i class="fas fa-sync"></i> Refresh
|
||||
</button>
|
||||
<button
|
||||
mat-raised-button
|
||||
color="primary"
|
||||
type="button"
|
||||
class="dte-apply-receipt"
|
||||
(click)="openApplyReceipt()"
|
||||
>
|
||||
<i class="fas fa-receipt"></i> Apply DDS Receipt
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (!agentGlCode) {
|
||||
<p class="dte-expected dte-expected--note">
|
||||
{{ agentInfo.name }} has no GL account, so the cashier has nowhere to take their cash. Set one on Agent
|
||||
Master.
|
||||
</p>
|
||||
} @else {
|
||||
<!-- The GL the cashier takes this agent's cash into - the code to key at Transaction Entry. -->
|
||||
<p class="dte-expected">
|
||||
Agent GL: <strong>{{ agentGlCode }}{{ agentGlName ? ' · ' + agentGlName : '' }}</strong> — the cashier
|
||||
takes {{ agentInfo.name }}'s cash into this GL (Entry Type DDS).
|
||||
</p>
|
||||
}
|
||||
|
||||
<div class="dte-money">
|
||||
<div class="dte-money__box">
|
||||
<span class="dte-money__label">To take</span>
|
||||
<strong>{{ agentOwed | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
<div class="dte-money__box">
|
||||
<span class="dte-money__label">Received (approved)</span>
|
||||
<strong>{{ agentReceived | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
<div class="dte-money__box" [class.dte-money__box--due]="agentBalance > 0">
|
||||
<span class="dte-money__label">Still to take</span>
|
||||
<strong>{{ agentBalance | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
</div>
|
||||
@if (agentReceivedBeyondDay > 0) {
|
||||
<p class="dte-expected dte-expected--note">
|
||||
{{ agentReceivedBeyondDay | number: '1.2-2' }} received at the counter is more than everything outstanding
|
||||
up to {{ entryForm.get('transactionDate')?.value | dateFormat }}. Check the voucher was taken for the
|
||||
right agent.
|
||||
</p>
|
||||
}
|
||||
@if (agentWaiting > 0) {
|
||||
<p class="dte-expected dte-expected--note">
|
||||
{{ agentWaiting | number: '1.2-2' }} more is at the counter awaiting the manager's approval.
|
||||
</p>
|
||||
}
|
||||
|
||||
<h4 class="dte-subhead">
|
||||
Outstanding entries up to {{ entryForm.get('transactionDate')?.value | dateFormat }}
|
||||
</h4>
|
||||
@if (agentMoneyLoading) {
|
||||
<p class="dte-empty">Reading this agent's entries...</p>
|
||||
} @else if (agentDays.length === 0) {
|
||||
<p class="dte-empty">{{ agentInfo.name }} has nothing outstanding.</p>
|
||||
} @else {
|
||||
@for (day of agentDays; track day.date) {
|
||||
<div class="dte-pending-row dte-pending-row--day" (click)="toggleAgentDay(day.date)">
|
||||
<span class="dte-pending-row__date">{{ day.date | dateFormat }}</span>
|
||||
<span class="dte-pending-row__name">
|
||||
{{ day.entries.length }} {{ day.entries.length === 1 ? 'entry' : 'entries' }}
|
||||
</span>
|
||||
<span class="dte-pending-row__amount">{{ day.total | number: '1.2-2' }}</span>
|
||||
<i [class]="agentOpenDay === day.date ? 'fas fa-chevron-up' : 'fas fa-chevron-down'"></i>
|
||||
</div>
|
||||
@if (agentOpenDay === day.date) {
|
||||
<div class="dte-day-lines">
|
||||
@for (entry of day.entries; track entry.id) {
|
||||
<div class="dte-pending-row">
|
||||
<span class="dte-pending-row__code">{{ entry.partyCode }}</span>
|
||||
<span class="dte-pending-row__name">{{ entry.partyName }}</span>
|
||||
<span class="dte-pending-row__mode"
|
||||
>{{ entry.transactionMode }}
|
||||
@if (entry.advanceDays) {
|
||||
· {{ entry.advanceDays }}d advance
|
||||
}
|
||||
@if (entry.arrearsDays) {
|
||||
· {{ entry.arrearsDays }}d previous
|
||||
}
|
||||
</span>
|
||||
<span class="dte-pending-row__amount">{{ entry.amount | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
<h4 class="dte-subhead">Cashier receipts</h4>
|
||||
@if (agentReceipts.length === 0) {
|
||||
<p class="dte-empty">
|
||||
No DDS receipt on {{ agentInfo.name }}'s GL account{{ agentGlCode ? ' ' + agentGlCode : '' }} waiting to
|
||||
be applied.
|
||||
</p>
|
||||
} @else {
|
||||
@for (receipt of agentReceipts; track receipt.id) {
|
||||
<div class="dte-pending-row">
|
||||
<span class="dte-pending-row__code">{{ receipt.voucherNo }}</span>
|
||||
<span class="dte-pending-row__date">{{ receipt.txnDate | dateFormat }}</span>
|
||||
<span class="dte-pending-row__name">{{ receipt.cashierName || '—' }}</span>
|
||||
<span class="dte-status" [class.dte-status--ok]="receipt.status === 'APPROVED'">
|
||||
{{ receipt.status === 'APPROVED' ? 'Approved' : 'Awaiting manager' }}
|
||||
</span>
|
||||
<span class="dte-pending-row__amount">{{ receipt.amount | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (isWithdrawDeposite) {
|
||||
<div class="dte-section">
|
||||
<div class="dte-section__header">
|
||||
<i class="fas fa-exchange-alt"></i>
|
||||
<h3>Withdraw Deposite</h3>
|
||||
</div>
|
||||
<div class="dte-grid">
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Creditor Party Code</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="creditorPartyCode"
|
||||
[matAutocomplete]="creditorAuto"
|
||||
#creditorTrigger="matAutocompleteTrigger"
|
||||
(click)="creditorTrigger.openPanel()"
|
||||
(focus)="creditorTrigger.openPanel()"
|
||||
(blur)="settleTransferParty('creditor')"
|
||||
placeholder="Search by code or name…"
|
||||
autocomplete="off"
|
||||
/>
|
||||
<mat-icon matSuffix class="dte-list-arrow" (click)="$event.stopPropagation(); creditorTrigger.openPanel()"
|
||||
>arrow_drop_down</mat-icon
|
||||
>
|
||||
<mat-autocomplete #creditorAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
|
||||
@for (party of transferPartyOptions('creditor'); track party.id) {
|
||||
<mat-option [value]="party.partyCode">
|
||||
{{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
|
||||
</mat-option>
|
||||
}
|
||||
@if (transferPartyOptions('creditor').length === 0) {
|
||||
<mat-option disabled>No open DDS account matches</mat-option>
|
||||
}
|
||||
</mat-autocomplete>
|
||||
<mat-hint>Account the money goes into</mat-hint>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Creditor Party Name</mat-label>
|
||||
<input matInput formControlName="creditorPartyName" readonly />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Creditor Curr Bal</mat-label>
|
||||
<input matInput formControlName="creditorPartyBalance" readonly />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Debit Party Code</mat-label>
|
||||
<input
|
||||
matInput
|
||||
formControlName="debitPartyCode"
|
||||
[matAutocomplete]="debitAuto"
|
||||
#debitTrigger="matAutocompleteTrigger"
|
||||
(click)="debitTrigger.openPanel()"
|
||||
(focus)="debitTrigger.openPanel()"
|
||||
(blur)="settleTransferParty('debit')"
|
||||
placeholder="Search by code or name…"
|
||||
autocomplete="off"
|
||||
/>
|
||||
<mat-icon matSuffix class="dte-list-arrow" (click)="$event.stopPropagation(); debitTrigger.openPanel()"
|
||||
>arrow_drop_down</mat-icon
|
||||
>
|
||||
<mat-autocomplete #debitAuto="matAutocomplete" panelWidth="min(30rem, 92vw)">
|
||||
@for (party of transferPartyOptions('debit'); track party.id) {
|
||||
<mat-option [value]="party.partyCode">
|
||||
{{ party.partyCode }} · {{ party.partyName }} · ₹{{ party.currentBalance | number: '1.2-2' }}
|
||||
</mat-option>
|
||||
}
|
||||
@if (transferPartyOptions('debit').length === 0) {
|
||||
<mat-option disabled>No open DDS account matches</mat-option>
|
||||
}
|
||||
</mat-autocomplete>
|
||||
@if (transferToItself) {
|
||||
<mat-hint class="dte-same-party">Pick a different account - it cannot transfer to itself</mat-hint>
|
||||
} @else {
|
||||
<mat-hint>Account the money is taken from</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Debit Party Name</mat-label>
|
||||
<input matInput formControlName="debitPartyName" readonly />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Debit Curr Bal</mat-label>
|
||||
<input matInput formControlName="debitPartyBalance" readonly />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="dte-field">
|
||||
<mat-label>Amount</mat-label>
|
||||
<input matInput type="number" formControlName="withdrawAmount" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="outline" class="dte-field dte-field--wide">
|
||||
<mat-label>Description</mat-label>
|
||||
<input matInput formControlName="withdrawDescription" />
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!isPartyTran && !isWithdrawDeposite && !isAgentTran) {
|
||||
<div class="dte-section">
|
||||
<p class="dte-empty">
|
||||
"{{ entryForm.get('transactionType').value }}" entry screen — same shape as Party Tran, to be filled in once
|
||||
the backend distinguishes these transaction types.
|
||||
</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="dte-action-bar">
|
||||
<button mat-raised-button type="button" (click)="exit()">Exit</button>
|
||||
<button mat-stroked-button type="button" (click)="cancel()">Cancel</button>
|
||||
<button mat-stroked-button type="button" (click)="retrieve()">Retrieve</button>
|
||||
<button mat-stroked-button type="button" (click)="viewLedger()">View Ledger</button>
|
||||
<button mat-stroked-button type="button" (click)="signature()">Signature</button>
|
||||
<!-- Party Tran and Agent Tran are read here, never saved: the agent writes the round down on
|
||||
their own screen and the cash is taken in at the cashier's counter. Agent Tran applies the
|
||||
cashier's receipts from its own Apply DDS Receipt. Only Withdraw Deposite still saves. -->
|
||||
@if (!isPartyTran && !isAgentTran) {
|
||||
<button
|
||||
mat-raised-button
|
||||
color="primary"
|
||||
type="button"
|
||||
[disabled]="entryForm.invalid || transferToItself"
|
||||
(click)="save()"
|
||||
>
|
||||
Save
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
@@ -0,0 +1,488 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
$primary: #0f766e;
|
||||
|
||||
.dte-container {
|
||||
// Wider than a normal form page: a collection row carries six fields side by side, and a clerk
|
||||
// keying a round should see the whole of it.
|
||||
max-width: 1280px;
|
||||
margin: 0 auto;
|
||||
padding: 20px 16px;
|
||||
}
|
||||
|
||||
.dte-header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 16px;
|
||||
margin-bottom: 20px;
|
||||
|
||||
&__title {
|
||||
margin: 0;
|
||||
font-size: 22px;
|
||||
font-weight: 500;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-back {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
.dte-card {
|
||||
background: var(--md-sys-color-surface, #fff);
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
|
||||
padding: 20px 24px 24px;
|
||||
}
|
||||
|
||||
.dte-info-panels {
|
||||
display: grid;
|
||||
grid-template-columns: 1fr 1fr;
|
||||
gap: 16px;
|
||||
margin-bottom: 20px;
|
||||
}
|
||||
|
||||
.dte-info-panel {
|
||||
border: 1px solid rgb(0 0 0 / 10%);
|
||||
border-radius: 8px;
|
||||
padding: 12px 16px;
|
||||
background: rgb(15 118 110 / 4%);
|
||||
|
||||
&__title {
|
||||
font-weight: 600;
|
||||
font-size: 13px;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
color: $primary;
|
||||
margin-bottom: 8px;
|
||||
}
|
||||
|
||||
&__hint {
|
||||
margin: 0;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
font-size: 13px;
|
||||
}
|
||||
|
||||
dl {
|
||||
display: grid;
|
||||
grid-template-columns: auto 1fr;
|
||||
gap: 4px 12px;
|
||||
margin: 0;
|
||||
}
|
||||
|
||||
dt {
|
||||
font-weight: 500;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
font-size: 13px;
|
||||
}
|
||||
|
||||
dd {
|
||||
margin: 0;
|
||||
font-size: 13px;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-controls {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 12px;
|
||||
flex-wrap: wrap;
|
||||
margin-bottom: 12px;
|
||||
}
|
||||
|
||||
// A sensible floor for the fields laid out with flex in .dte-controls, where there is room to spare.
|
||||
.dte-field {
|
||||
min-width: 180px;
|
||||
|
||||
&--wide {
|
||||
grid-column: span 2;
|
||||
}
|
||||
}
|
||||
|
||||
// Inside the collection grid the track decides the width, not the field. Left to its own 180px
|
||||
// floor a field refuses to shrink into a narrower track and overruns the one beside it.
|
||||
.dte-collection-row .dte-field {
|
||||
width: 100%;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
.dte-section {
|
||||
padding: 16px 0;
|
||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||
// A very narrow window scrolls the grid sideways rather than the whole page.
|
||||
overflow-x: auto;
|
||||
|
||||
&__header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
margin-bottom: 16px;
|
||||
|
||||
i {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
h3 {
|
||||
margin: 0;
|
||||
font-size: 16px;
|
||||
font-weight: 600;
|
||||
flex: 1;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.dte-add-row {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
.dte-empty {
|
||||
color: rgb(0 0 0 / 50%);
|
||||
font-size: 14px;
|
||||
margin: 0;
|
||||
}
|
||||
|
||||
.dte-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(3, 1fr);
|
||||
gap: 8px 16px;
|
||||
}
|
||||
|
||||
/*
|
||||
* One collection per row. Fixed columns rather than an even split, so the row holds its shape as
|
||||
* fields come and go - Cheque No and Token No only appear for a non-cash entry - and the party
|
||||
* picker gets the width its "code · name · daily amount" needs.
|
||||
*/
|
||||
.dte-collection-row {
|
||||
display: grid;
|
||||
grid-template-columns:
|
||||
minmax(0, 2.2fr) /* Party */
|
||||
minmax(0, 1fr) /* TRTP */
|
||||
minmax(0, 1fr) /* AC Type */
|
||||
minmax(0, 1.4fr) /* A/C No. */
|
||||
minmax(0, 1fr) /* Amount */
|
||||
minmax(0, 1.6fr) /* Description */
|
||||
auto; /* remove */
|
||||
|
||||
gap: 8px 12px;
|
||||
align-items: start;
|
||||
padding: 10px 0;
|
||||
border-top: 1px dashed rgb(0 0 0 / 10%);
|
||||
|
||||
&:first-of-type {
|
||||
border-top: none;
|
||||
}
|
||||
|
||||
// Cheque No and Token No push Description and the remove button onto a second line, which is
|
||||
// what a non-cash entry should look like rather than a row running off the screen.
|
||||
&:has(.dte-field--instrument) {
|
||||
grid-template-columns:
|
||||
minmax(0, 2.2fr) minmax(0, 1fr) minmax(0, 1fr) minmax(0, 1.4fr) minmax(0, 1fr)
|
||||
minmax(0, 1fr) minmax(0, 1fr) minmax(0, 1.6fr) auto;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-collection-row .dte-field--wide {
|
||||
grid-column: span 2;
|
||||
}
|
||||
|
||||
@media (width <= 1200px) {
|
||||
.dte-collection-row,
|
||||
.dte-collection-row:has(.dte-field--instrument) {
|
||||
grid-template-columns: repeat(3, minmax(0, 1fr)) auto;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-remove-row {
|
||||
color: #b91c1c;
|
||||
margin-top: 8px;
|
||||
}
|
||||
|
||||
.dte-action-bar {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 12px;
|
||||
margin-top: 20px;
|
||||
padding-top: 16px;
|
||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||
flex-wrap: wrap;
|
||||
}
|
||||
|
||||
@media (width <= 1000px) {
|
||||
.dte-info-panels {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
|
||||
.dte-grid {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
|
||||
.dte-collection-row {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
}
|
||||
|
||||
/* Resolved name under an Agent / Party Code field — the check that the right record was found. */
|
||||
.dte-hint--found {
|
||||
color: #15803d;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.dte-hint--missing {
|
||||
color: #b91c1c;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/* Marks an agent in the list who is no longer collecting - only offered for settlement. */
|
||||
.dte-agent-off {
|
||||
color: #b45309;
|
||||
font-size: 12px;
|
||||
font-style: italic;
|
||||
margin-left: 6px;
|
||||
}
|
||||
|
||||
/* The figure the clerk actually verifies against the passbook before saving. */
|
||||
.dte-after {
|
||||
font-weight: 600;
|
||||
color: #0f766e;
|
||||
}
|
||||
|
||||
/* What the agent should be handing over for this round. */
|
||||
.dte-total {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
align-items: baseline;
|
||||
gap: 14px;
|
||||
padding: 10px 4px 2px;
|
||||
border-top: 1px solid rgb(0 0 0 / 10%);
|
||||
font-size: 0.88rem;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
|
||||
strong {
|
||||
font-size: 1.1rem;
|
||||
color: rgb(0 0 0 / 85%);
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
}
|
||||
|
||||
/* Marks a transaction type the system does not handle yet, so it reads as pending rather than broken. */
|
||||
.dte-soon {
|
||||
font-size: 0.78rem;
|
||||
font-style: italic;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
}
|
||||
|
||||
/*
|
||||
* Marks a party this agent has already collected from today, on the row where it is picked.
|
||||
*
|
||||
* Amber, not red: a customer paying twice in a day is legitimate - arrears, or two days at once -
|
||||
* so this is a second look, not an error. Blocking it would stop real work; saying nothing lets a
|
||||
* whole round be credited twice.
|
||||
*/
|
||||
.dte-hint--again {
|
||||
color: #b45309;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/*
|
||||
* Where a party stands against its instalments. Three states rather than one colour, because they
|
||||
* call for three different things from the clerk: ahead means take nothing, behind means take more
|
||||
* than the daily amount, level means take the daily amount as usual.
|
||||
*
|
||||
* Behind is amber, not red - falling a few days behind is ordinary in daily collection and is the
|
||||
* agent's job to recover, not an error. Red here would cry wolf on most rows.
|
||||
*/
|
||||
.dte-hint--ahead,
|
||||
.dte-sched--ahead {
|
||||
color: #15803d;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.dte-hint--behind,
|
||||
.dte-sched--behind {
|
||||
color: #b45309;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.dte-hint--level,
|
||||
.dte-sched--level {
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
/* In the party panel the schedule line carries more weight than the fields around it. */
|
||||
.dte-sched {
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/* Says why a party in the list cannot be picked, beside the party rather than in a tooltip. */
|
||||
.dte-covered {
|
||||
color: #15803d;
|
||||
font-size: 0.8rem;
|
||||
}
|
||||
|
||||
/*
|
||||
* An amount that looks like a slip. Red rather than the amber used for arrears: arrears are ordinary
|
||||
* and the agent's job to recover, while this is a figure that probably was not handed over at all,
|
||||
* and once saved it cannot be taken back. It still does not block - the clerk decides.
|
||||
*/
|
||||
.dte-hint--overpay {
|
||||
color: #b91c1c;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/*
|
||||
The agent's written-down round, as the counter reads it.
|
||||
|
||||
Laid out as lines rather than as the input grid this replaced: there is nothing to fill in here,
|
||||
only a list to check a bag of cash against, and controls would invite editing something the clerk
|
||||
has no business editing.
|
||||
*/
|
||||
.dte-pending-row {
|
||||
display: flex;
|
||||
align-items: baseline;
|
||||
gap: 12px;
|
||||
padding: 10px 2px;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 8%);
|
||||
|
||||
&:last-of-type {
|
||||
border-bottom: none;
|
||||
}
|
||||
|
||||
/* First, and in the quieter weight: the date is context for the line, not what is being read. */
|
||||
&__date {
|
||||
min-width: 96px;
|
||||
opacity: 0.7;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
&__code {
|
||||
font-weight: 600;
|
||||
min-width: 84px;
|
||||
}
|
||||
|
||||
&__name {
|
||||
flex: 1;
|
||||
min-width: 0;
|
||||
overflow: hidden;
|
||||
text-overflow: ellipsis;
|
||||
white-space: nowrap;
|
||||
opacity: 0.75;
|
||||
}
|
||||
|
||||
&__mode {
|
||||
font-size: 12px;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.5px;
|
||||
opacity: 0.6;
|
||||
}
|
||||
|
||||
/* Amounts are read down the column and compared, so the digits have to line up. */
|
||||
&__amount {
|
||||
font-variant-numeric: tabular-nums;
|
||||
font-weight: 600;
|
||||
min-width: 96px;
|
||||
text-align: right;
|
||||
}
|
||||
}
|
||||
|
||||
/* The one figure the clerk acts on, said as a sentence so it is not read as another column total. */
|
||||
.dte-expected {
|
||||
margin: 14px 2px 0;
|
||||
font-size: 14px;
|
||||
line-height: 1.5;
|
||||
|
||||
strong {
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
}
|
||||
|
||||
/* Quieter than the figure above it: a note about how the screen behaves, not part of the count. */
|
||||
.dte-expected--note {
|
||||
font-size: 13px;
|
||||
opacity: 0.65;
|
||||
margin-top: 4px;
|
||||
}
|
||||
|
||||
.dte-apply-receipt {
|
||||
margin-left: 8px;
|
||||
}
|
||||
|
||||
/* Agent Tran: what the agent owes, what the cashier has taken in, and what is left. */
|
||||
.dte-money {
|
||||
display: flex;
|
||||
gap: 12px;
|
||||
margin: 8px 0 12px;
|
||||
flex-wrap: wrap;
|
||||
|
||||
&__box {
|
||||
flex: 1;
|
||||
min-width: 160px;
|
||||
padding: 10px 14px;
|
||||
border: 1px solid rgb(0 0 0 / 10%);
|
||||
border-radius: 8px;
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
font-variant-numeric: tabular-nums;
|
||||
|
||||
strong {
|
||||
font-size: 18px;
|
||||
}
|
||||
|
||||
&--due {
|
||||
border-color: rgb(198 40 40 / 40%);
|
||||
background: rgb(198 40 40 / 4%);
|
||||
}
|
||||
}
|
||||
|
||||
&__label {
|
||||
font-size: 12px;
|
||||
opacity: 0.7;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-subhead {
|
||||
margin: 16px 0 4px;
|
||||
font-size: 14px;
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
.dte-pending-row--day {
|
||||
cursor: pointer;
|
||||
}
|
||||
|
||||
.dte-day-lines {
|
||||
margin-left: 24px;
|
||||
max-height: 280px;
|
||||
overflow-y: auto;
|
||||
border-left: 3px solid rgb(25 118 210 / 30%);
|
||||
padding-left: 10px;
|
||||
}
|
||||
|
||||
.dte-status {
|
||||
font-size: 12px;
|
||||
padding: 2px 8px;
|
||||
border-radius: 10px;
|
||||
background: rgb(237 108 2 / 12%);
|
||||
color: #b45309;
|
||||
|
||||
&--ok {
|
||||
background: rgb(46 125 50 / 12%);
|
||||
color: #2e7d32;
|
||||
}
|
||||
}
|
||||
|
||||
.dte-list-arrow {
|
||||
cursor: pointer;
|
||||
}
|
||||
|
||||
.dte-same-party {
|
||||
color: #c62828;
|
||||
font-weight: 600;
|
||||
}
|
||||
File diff suppressed because it is too large
Load Diff
+58
@@ -0,0 +1,58 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<h2 mat-dialog-title>{{ title }}</h2>
|
||||
|
||||
<mat-dialog-content>
|
||||
<mat-form-field appearance="outline" class="dcd-field">
|
||||
<mat-label>Party</mat-label>
|
||||
<mat-select [(ngModel)]="partyCode" (selectionChange)="partyChanged()">
|
||||
@for (p of eligibleParties; track p.id) {
|
||||
<mat-option [value]="p.partyCode">
|
||||
{{ p.partyCode }} · {{ p.partyName }} · Daily {{ p.dailyDepositAmount | number: '1.0-0' }}
|
||||
</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (eligibleParties.length === 0) {
|
||||
<!-- Only reachable on the arrears side: nobody is behind within the window. -->
|
||||
<mat-hint class="dcd-none">No party has recoverable days</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="dcd-field">
|
||||
<mat-label>Days</mat-label>
|
||||
<mat-select [(ngModel)]="days" [disabled]="!partyCode">
|
||||
@for (d of dayOptions; track d) {
|
||||
<mat-option [value]="d">{{ d }} {{ d === 1 ? 'day' : 'days' }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (isAdvance) {
|
||||
<mat-hint>Up to 5 days</mat-hint>
|
||||
} @else if (partyCode) {
|
||||
<mat-hint>Only days still within the catch-up window</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
<!--
|
||||
What it comes to, shown before it is added rather than after. The clerk quotes this to the
|
||||
customer, so it has to be the scheme's own figure and has to be visible while deciding.
|
||||
-->
|
||||
@if (amount > 0) {
|
||||
<div class="dcd-amount">
|
||||
<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>
|
||||
</div>
|
||||
}
|
||||
</mat-dialog-content>
|
||||
|
||||
<mat-dialog-actions align="end">
|
||||
<button mat-button mat-dialog-close type="button">Cancel</button>
|
||||
<button mat-raised-button color="primary" type="button" [disabled]="!canAdd" (click)="add()">Add</button>
|
||||
</mat-dialog-actions>
|
||||
+42
@@ -0,0 +1,42 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
.dcd-field {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.dcd-none {
|
||||
color: #b45309;
|
||||
}
|
||||
|
||||
/*
|
||||
* The figure the clerk quotes at the counter. Larger than the fields above it because it is the one
|
||||
* thing the customer is told, and it is shown with its basis so the clerk can say where it came from
|
||||
* rather than just naming a number.
|
||||
*/
|
||||
.dcd-amount {
|
||||
display: flex;
|
||||
align-items: baseline;
|
||||
gap: 10px;
|
||||
margin-top: 6px;
|
||||
padding: 12px 14px;
|
||||
border-radius: 6px;
|
||||
background: rgb(15 118 110 / 8%);
|
||||
|
||||
&__figure {
|
||||
font-size: 1.3rem;
|
||||
font-weight: 600;
|
||||
color: #0f766e;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
&__basis {
|
||||
font-size: 0.8rem;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
}
|
||||
}
|
||||
+117
@@ -0,0 +1,117 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { MatSelectModule } from '@angular/material/select';
|
||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||
import { MatInputModule } from '@angular/material/input';
|
||||
|
||||
/**
|
||||
* Collecting for days other than today - either paid ahead, or owed from days gone by.
|
||||
*
|
||||
* Both are the same act from the counter's side: the customer is paying for a number of days, and
|
||||
* what that comes to is the scheme's business, not the clerk's. So the clerk picks days and the
|
||||
* amount follows. Typing an amount instead would let the daily figure be worked around a little at a
|
||||
* time, and would quote the customer something the scheme does not charge.
|
||||
*
|
||||
* The two differ only in how many days are on offer. Paying ahead is capped by the bank's allowance.
|
||||
* Paying arrears is capped by what is still inside the catch-up window - older instalments are gone,
|
||||
* and offering them would have the clerk asking for money the bank has already written off.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-day-collection-dialog',
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
MatSelectModule,
|
||||
MatFormFieldModule,
|
||||
MatInputModule
|
||||
],
|
||||
templateUrl: './day-collection-dialog.component.html',
|
||||
styleUrls: ['./day-collection-dialog.component.scss']
|
||||
})
|
||||
export class DayCollectionDialogComponent {
|
||||
private dialogRef = inject(MatDialogRef<DayCollectionDialogComponent>);
|
||||
/** { mode: 'advance' | 'previous', parties: [] } - the agent's parties, as the screen already has them. */
|
||||
data = inject<any>(MAT_DIALOG_DATA);
|
||||
|
||||
partyCode = '';
|
||||
days: number | '' = '';
|
||||
|
||||
get isAdvance(): boolean {
|
||||
return this.data?.mode === 'advance';
|
||||
}
|
||||
|
||||
get title(): string {
|
||||
return this.isAdvance ? 'Collect in advance' : 'Collect previous days';
|
||||
}
|
||||
|
||||
get party(): any {
|
||||
return (this.data?.parties || []).find((p: any) => String(p.partyCode) === this.partyCode) || null;
|
||||
}
|
||||
|
||||
/**
|
||||
* The parties this can be used on.
|
||||
*
|
||||
* Paying ahead is offered to anyone. Paying arrears is offered only where there are arrears still
|
||||
* inside the window - on an account that is up to date there is nothing to collect for past days,
|
||||
* and listing it would invite an entry that is really an advance in disguise.
|
||||
*/
|
||||
get eligibleParties(): any[] {
|
||||
const parties = this.data?.parties || [];
|
||||
return this.isAdvance ? parties : parties.filter((p: any) => Number(p.recoverableAmount || 0) > 0);
|
||||
}
|
||||
|
||||
/**
|
||||
* How many days may be picked. Five ahead, matching the bank's allowance and the server's own
|
||||
* check; for arrears, only what has not yet fallen out of the catch-up window.
|
||||
*/
|
||||
get dayOptions(): number[] {
|
||||
const daily = Number(this.party?.dailyDepositAmount || 0);
|
||||
if (!this.party || daily <= 0) {
|
||||
return [];
|
||||
}
|
||||
const limit = this.isAdvance
|
||||
? 5
|
||||
: Math.floor(Number(this.party.recoverableAmount || 0) / daily);
|
||||
return Array.from({ length: Math.max(0, limit) }, (_, index) => index + 1);
|
||||
}
|
||||
|
||||
get amount(): number {
|
||||
return Number(this.party?.dailyDepositAmount || 0) * Number(this.days || 0);
|
||||
}
|
||||
|
||||
/** Clearing the days when the party changes - a count valid for one account is not for another. */
|
||||
partyChanged(): void {
|
||||
this.days = '';
|
||||
}
|
||||
|
||||
get canAdd(): boolean {
|
||||
return !!this.partyCode && Number(this.days) > 0 && this.amount > 0;
|
||||
}
|
||||
|
||||
add(): void {
|
||||
this.dialogRef.close({
|
||||
partyCode: this.partyCode,
|
||||
days: Number(this.days),
|
||||
amount: this.amount,
|
||||
// Sent as days, not just an amount: the server recomputes what they come to and checks it
|
||||
// against this account, so the figure quoted here is the one that gets posted.
|
||||
advanceDays: this.isAdvance ? Number(this.days) : undefined,
|
||||
arrearsDays: this.isAdvance ? undefined : Number(this.days)
|
||||
});
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,21 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="nd-head">
|
||||
<span class="nd-head__ic"><fa-icon icon="info-circle"></fa-icon></span>
|
||||
<h2 class="nd-head__title">{{ data.heading }}</h2>
|
||||
</div>
|
||||
|
||||
<mat-dialog-content>
|
||||
<p class="nd-message">{{ data.message }}</p>
|
||||
</mat-dialog-content>
|
||||
|
||||
<!-- One button, because there is nothing here to agree to or call off. -->
|
||||
<mat-dialog-actions align="end">
|
||||
<button mat-flat-button color="primary" mat-dialog-close>OK</button>
|
||||
</mat-dialog-actions>
|
||||
@@ -0,0 +1,44 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
.nd-head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
padding: 18px 24px 4px;
|
||||
|
||||
/*
|
||||
* Teal rather than the amber or red the platform's other dialogs use. Nothing has gone wrong here
|
||||
* and nothing is at risk - the clerk is being told a fact about the agent they picked, and a
|
||||
* warning colour would send them looking for a fault that is not there.
|
||||
*/
|
||||
&__ic {
|
||||
display: grid;
|
||||
place-items: center;
|
||||
width: 34px;
|
||||
height: 34px;
|
||||
border-radius: 8px;
|
||||
background: rgb(15 118 110 / 10%);
|
||||
color: #0f766e;
|
||||
flex: none;
|
||||
}
|
||||
|
||||
&__title {
|
||||
margin: 0;
|
||||
font-size: 1.05rem;
|
||||
font-weight: 600;
|
||||
}
|
||||
}
|
||||
|
||||
.nd-message {
|
||||
margin: 0;
|
||||
max-width: 44ch;
|
||||
font-size: 0.9rem;
|
||||
line-height: 1.55;
|
||||
color: rgb(0 0 0 / 70%);
|
||||
}
|
||||
@@ -0,0 +1,39 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, inject } from '@angular/core';
|
||||
import { MAT_DIALOG_DATA, MatDialogModule } from '@angular/material/dialog';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
|
||||
/**
|
||||
* Something the clerk needs told, with nothing to decide.
|
||||
*
|
||||
* The platform's confirmation dialog asks a question - Cancel or Confirm - and its buttons imply a
|
||||
* choice. Used for a plain statement it leaves the clerk hunting for what they are agreeing to, and
|
||||
* "Cancel" reads as though the thing being described could be undone. The error dialog has the right
|
||||
* single button but dresses the message in red, which turns "this agent has no parties" into a fault.
|
||||
*
|
||||
* So: one button, and the message stands on its own.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-notice-dialog',
|
||||
standalone: true,
|
||||
imports: [
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
FaIconComponent
|
||||
],
|
||||
templateUrl: './notice-dialog.component.html',
|
||||
styleUrls: ['./notice-dialog.component.scss']
|
||||
})
|
||||
export class NoticeDialogComponent {
|
||||
/** { heading, message } */
|
||||
data = inject<any>(MAT_DIALOG_DATA);
|
||||
}
|
||||
@@ -0,0 +1,557 @@
|
||||
<!--
|
||||
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="dav-page">
|
||||
@if (isLoading) {
|
||||
<div class="dav-card dav-state">
|
||||
<mat-spinner diameter="32"></mat-spinner>
|
||||
<span>Loading account…</span>
|
||||
</div>
|
||||
} @else if (!account) {
|
||||
<div class="dav-card dav-state">
|
||||
<fa-icon icon="inbox" size="2x"></fa-icon>
|
||||
<span>DDS account not found</span>
|
||||
<button class="dav-btn" (click)="back()"><fa-icon icon="arrow-left"></fa-icon> DDS Accounts</button>
|
||||
</div>
|
||||
} @else {
|
||||
<!-- Banner, as the savings account page opens -->
|
||||
<div class="dav-banner">
|
||||
<div class="dav-banner__icon"><fa-icon icon="coins"></fa-icon></div>
|
||||
<div class="dav-banner__text">
|
||||
<span class="dav-pill" [ngClass]="'dav-pill--' + (account.status || '').toLowerCase()"
|
||||
>● {{ account.status }}</span
|
||||
>
|
||||
<h2 class="dav-banner__title">{{ account.subType }}</h2>
|
||||
<div class="dav-banner__meta">
|
||||
<span class="dav-banner__label">Account Number</span>
|
||||
<span class="dav-banner__value dav-mono">{{ account.accountNo }}</span>
|
||||
<span class="dav-banner__label">Client Name</span>
|
||||
<span class="dav-banner__value">{{ account.clientName || account.partyName }}</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="dav-banner__boxes">
|
||||
<div class="dav-box">
|
||||
<span class="dav-box__label">Current Balance</span>
|
||||
<span class="dav-box__value">₹{{ account.currentBalance || 0 | formatNumber }}</span>
|
||||
</div>
|
||||
<div class="dav-box">
|
||||
<span class="dav-box__label">Maturity Amount</span>
|
||||
<span class="dav-box__value">₹{{ account.maturityAmount || 0 | formatNumber }}</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="dav-banner__actions">
|
||||
<button class="dav-icon-btn" (click)="back()" matTooltip="Back to DDS Accounts">
|
||||
<fa-icon icon="arrow-left"></fa-icon>
|
||||
</button>
|
||||
<button class="dav-icon-btn" (click)="openInPartyMaster()" matTooltip="Open in DDS Party Master">
|
||||
<fa-icon icon="pen"></fa-icon>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Tabs -->
|
||||
<div class="dav-tabs">
|
||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'general'" (click)="tab = 'general'">
|
||||
<fa-icon icon="info-circle"></fa-icon> General
|
||||
</button>
|
||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'transactions'" (click)="tab = 'transactions'">
|
||||
<fa-icon icon="exchange-alt"></fa-icon> Transactions
|
||||
</button>
|
||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'passbook'" (click)="tab = 'passbook'">
|
||||
<fa-icon icon="book"></fa-icon> Passbook
|
||||
</button>
|
||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'nominees'" (click)="tab = 'nominees'">
|
||||
<fa-icon icon="user"></fa-icon> Nominees
|
||||
</button>
|
||||
@if (account.status === 'CLOSED') {
|
||||
<button class="dav-tab" [class.dav-tab--on]="tab === 'closure'" (click)="tab = 'closure'">
|
||||
<fa-icon icon="lock"></fa-icon> Closure
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- Closure: how a closed account was closed and where its money went -->
|
||||
@if (tab === 'closure') {
|
||||
@if (!closure) {
|
||||
<div class="dav-card">
|
||||
<div class="dav-row"><span>Loading closure details…</span></div>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="dav-columns">
|
||||
<div class="dav-column">
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> How It Closed</div>
|
||||
<div class="dav-row">
|
||||
<span>Type</span>
|
||||
<strong>
|
||||
{{ closureLabels[closure.closureType] || closure.closureType }}
|
||||
@if (closure.withinLockin) {
|
||||
<em class="dav-closure-tag">within lock-in</em>
|
||||
}
|
||||
</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Closed On</span><strong>{{ closure.closeDate | date: 'dd MMMM yyyy' }}</strong>
|
||||
</div>
|
||||
@if (closure.paidOutBy) {
|
||||
<div class="dav-row">
|
||||
<span>Paid Out By</span><strong>{{ closure.paidOutBy }}</strong>
|
||||
</div>
|
||||
}
|
||||
<div class="dav-row">
|
||||
<span>Closed By</span><strong>{{ closure.closedBy || '—' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Approved By</span><strong>{{ closure.approvedBy || '—' }}</strong>
|
||||
</div>
|
||||
@if (closure.lockinOverrideReason) {
|
||||
<div class="dav-row">
|
||||
<span>Reason</span><strong>{{ closure.lockinOverrideReason }}</strong>
|
||||
</div>
|
||||
}
|
||||
@if (closure.shortfallBorneBy) {
|
||||
<div class="dav-row">
|
||||
<span>Cost Borne By</span>
|
||||
<strong>{{
|
||||
closure.shortfallBorneBy === 'AGENT' ? 'Agent — ' + closure.agentCode : 'Customer'
|
||||
}}</strong>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> The Money</div>
|
||||
<div class="dav-row">
|
||||
<span>Balance at Close</span><strong>₹{{ closure.balanceAtClose || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
@if (closure.interestRecovered > 0) {
|
||||
<div class="dav-row">
|
||||
<span>Interest Recovered</span
|
||||
><strong class="dav-dr">− ₹{{ closure.interestRecovered | formatNumber }}</strong>
|
||||
</div>
|
||||
}
|
||||
@if (closure.interestToppedUpByAgent > 0) {
|
||||
<div class="dav-row">
|
||||
<span>Interest Funded by Agent</span
|
||||
><strong class="dav-cr">+ ₹{{ closure.interestToppedUpByAgent | formatNumber }}</strong>
|
||||
</div>
|
||||
}
|
||||
<div class="dav-row dav-closure-total">
|
||||
<span>Paid Out</span><strong>₹{{ closure.paidOut || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
@if (closure.closureType === 'PREMATURE') {
|
||||
<div class="dav-row">
|
||||
<span>Agent Penalty ({{ closure.agentCode }})</span
|
||||
><strong>₹{{ closure.agentCommissionPenalty || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="dav-column">
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> Where It Went</div>
|
||||
@if (closure.destination === 'OWN_ACCOUNT') {
|
||||
<div class="dav-row"><span>Paid Into</span><strong>Customer's own account</strong></div>
|
||||
<div class="dav-row">
|
||||
<span>Account</span><strong class="dav-mono">{{ closure.creditedAccount?.accountNo }}</strong>
|
||||
</div>
|
||||
@if (closure.creditedAccount?.productName) {
|
||||
<div class="dav-row">
|
||||
<span>Product</span><strong>{{ closure.creditedAccount.productName }}</strong>
|
||||
</div>
|
||||
}
|
||||
@if (closure.creditedAccount?.owner) {
|
||||
<div class="dav-row">
|
||||
<span>Holder</span><strong>{{ closure.creditedAccount.owner }}</strong>
|
||||
</div>
|
||||
}
|
||||
} @else if (closure.destination === 'SUNDRY') {
|
||||
<div class="dav-row"><span>Parked In</span><strong>Sundry (customer has no account here)</strong></div>
|
||||
<div class="dav-row">
|
||||
<span>GL Account</span
|
||||
><strong class="dav-mono">{{ closure.sundryGl?.glCode }} · {{ closure.sundryGl?.glName }}</strong>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="dav-row"><span>Paid Out</span><strong>Nothing - the balance was nil</strong></div>
|
||||
}
|
||||
@if (closure.voucherNo) {
|
||||
<div class="dav-row">
|
||||
<span>Voucher</span><strong class="dav-mono">{{ closure.voucherNo }}</strong>
|
||||
</div>
|
||||
}
|
||||
@if (closure.payoutDate) {
|
||||
<div class="dav-row">
|
||||
<span>Paid On</span><strong>{{ closure.payoutDate | date: 'dd MMMM yyyy' }}</strong>
|
||||
</div>
|
||||
}
|
||||
@if (closure.passbookNote) {
|
||||
<div class="dav-row">
|
||||
<span>Passbook Note</span><strong>{{ closure.passbookNote }}</strong>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
@if (closure.ledgerEntries?.length) {
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> Ledger Entry</div>
|
||||
<div class="dav-row">
|
||||
<span>Transaction ID</span><strong class="dav-mono">{{ closure.ledgerTransactionId }}</strong>
|
||||
</div>
|
||||
@for (leg of closure.ledgerEntries; track $index) {
|
||||
<div class="dav-row">
|
||||
<span>{{ leg.glCode }} · {{ leg.glName }}</span>
|
||||
<strong [class.dav-dr]="leg.side === 'DR'" [class.dav-cr]="leg.side === 'CR'">
|
||||
{{ leg.side }} ₹{{ leg.amount | formatNumber }}
|
||||
</strong>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
|
||||
<!-- General -->
|
||||
@if (tab === 'general') {
|
||||
<div class="dav-columns">
|
||||
<div class="dav-column">
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> DDS Details</div>
|
||||
<div class="dav-row">
|
||||
<span>Account Number</span><strong class="dav-mono">{{ account.accountNo }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Party Code</span><strong>{{ account.partyCode }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Client Name</span><strong>{{ account.clientName }} ({{ account.clientId }})</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Agent</span><strong>{{ account.agentCode }} · {{ account.agentName }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Branch</span><strong>{{ account.officeName }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Product</span><strong>{{ account.subType }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Opened On</span><strong>{{ account.openingDate | date: 'dd MMMM yyyy' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Matures On</span><strong>{{ account.maturityDate | date: 'dd MMMM yyyy' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Daily Deposit</span><strong>₹{{ account.dailyDepositAmount || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Term</span><strong>{{ account.month }} months · {{ account.days }} days</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Interest Rate</span><strong>{{ account.interestRate }} %</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Currency</span><strong>Indian Rupee <em class="dav-mono">[INR]</em></strong>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> Performance History</div>
|
||||
<div class="dav-row">
|
||||
<span>Total Collected</span><strong class="dav-cr">₹{{ totalOf('PARTY_TRAN') | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Total Interest Earned</span><strong>₹{{ interestEarned | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Total Paid Out</span><strong class="dav-dr">₹{{ totalDebitsAll | formatNumber }}</strong>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="dav-column">
|
||||
<div class="dav-card">
|
||||
<div class="dav-card__head"><span class="dav-card__dot"></span> Account Summary</div>
|
||||
<div class="dav-row">
|
||||
<span>Collected to Date</span><strong>₹{{ account.collectedToDate || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Expected to Date</span><strong>₹{{ account.expectedToDate || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Standing</span>
|
||||
<strong>
|
||||
@if (account.advanceDays > 0) {
|
||||
{{ account.advanceDays }} days ahead
|
||||
} @else if (account.arrearsDays > 0) {
|
||||
<span class="dav-dr">{{ account.arrearsDays }} days behind</span>
|
||||
} @else {
|
||||
Up to date
|
||||
}
|
||||
</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Instalments Due</span><strong>{{ account.instalmentsDue ?? 0 }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Interest Earned</span><strong>₹{{ interestEarned | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Interest Calculated, Not Posted</span
|
||||
><strong>₹{{ account.interestCalc || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row"><span>Interest Calculated Using</span><strong>Daily Balance</strong></div>
|
||||
<div class="dav-row"><span>Days in Year</span><strong>365 Days</strong></div>
|
||||
<div class="dav-row">
|
||||
<span>Last Interest Date</span
|
||||
><strong>{{ account.interestDate ? (account.interestDate | date: 'dd MMMM yyyy') : '—' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Last Transaction Date</span
|
||||
><strong>{{ lastTransactionDate ? (lastTransactionDate | date: 'dd MMMM yyyy') : '—' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Maturity Amount</span><strong>₹{{ account.maturityAmount || 0 | formatNumber }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Lien</span>
|
||||
<strong>{{ account.lien ? 'Yes — ₹' + (account.amountHeldUnderLien || 0) : 'No' }}</strong>
|
||||
</div>
|
||||
<div class="dav-row">
|
||||
<span>Freeze</span><strong>{{ account.freezeCode || 'Normal' }}</strong>
|
||||
</div>
|
||||
@if (account.closeDate) {
|
||||
<div class="dav-row">
|
||||
<span>Closed On</span><strong>{{ account.closeDate | date: 'dd MMMM yyyy' }}</strong>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Transactions -->
|
||||
@if (tab === 'transactions') {
|
||||
<div class="dav-card">
|
||||
<div class="dav-toolbar">
|
||||
<div class="dav-datepick">
|
||||
<span>From</span>
|
||||
<input type="date" [formControl]="fromDateControl" [max]="today" />
|
||||
</div>
|
||||
<div class="dav-datepick">
|
||||
<span>To</span>
|
||||
<input type="date" [formControl]="toDateControl" [max]="today" />
|
||||
</div>
|
||||
<button class="dav-btn" (click)="showToday()"><fa-icon icon="clock"></fa-icon> Today</button>
|
||||
@if (hasDateFilters) {
|
||||
<button class="dav-btn" (click)="clearDateFilters()"><fa-icon icon="times"></fa-icon> Clear</button>
|
||||
}
|
||||
<div class="dav-totals">
|
||||
<span class="dav-cr">Credits ₹{{ totalCredits | formatNumber }}</span>
|
||||
<span class="dav-dr">Debits ₹{{ totalDebits | formatNumber }}</span>
|
||||
</div>
|
||||
<button class="dav-btn dav-btn--primary" (click)="exportCsv()" [disabled]="shownTransactions.length === 0">
|
||||
Export
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (shownTransactions.length === 0) {
|
||||
<div class="dav-state">
|
||||
<fa-icon icon="inbox" size="2x"></fa-icon>
|
||||
<span>{{
|
||||
hasDateFilters
|
||||
? 'Nothing moved on this account in these dates'
|
||||
: 'Nothing has been credited to this account yet'
|
||||
}}</span>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="dav-table-wrap">
|
||||
<table class="dav-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>#</th>
|
||||
<th>ID</th>
|
||||
<th>Transaction Date</th>
|
||||
<th>Transaction Type</th>
|
||||
<th>Voucher</th>
|
||||
<th>Description</th>
|
||||
<th class="dav-right">Debit</th>
|
||||
<th class="dav-right">Credit</th>
|
||||
<th class="dav-right">Balance</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (txn of shownTransactions; track txn.id; let i = $index) {
|
||||
<tr>
|
||||
<td>{{ i + 1 }}</td>
|
||||
<td>{{ txn.id }}</td>
|
||||
<td>{{ txn.transactionDate | date: 'dd MMMM yyyy' }}</td>
|
||||
<td>{{ label(txn.transactionType) }}</td>
|
||||
<td class="dav-mono">{{ txn.voucherNo || '—' }}</td>
|
||||
<td class="dav-desc">{{ txn.description }}</td>
|
||||
<td class="dav-right">
|
||||
{{ txn.direction === 'DEBIT' ? '₹' + (txn.amount | formatNumber) : 'N/A' }}
|
||||
</td>
|
||||
<td class="dav-right">
|
||||
{{ txn.direction === 'CREDIT' ? '₹' + (txn.amount | formatNumber) : 'N/A' }}
|
||||
</td>
|
||||
<td class="dav-right">
|
||||
<strong>₹{{ txn.balanceAfterTransaction || 0 | formatNumber }}</strong>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Passbook: the same entries oldest first, the way a passbook is written up, and printable -->
|
||||
@if (tab === 'passbook') {
|
||||
<div class="dav-card">
|
||||
<div class="dav-toolbar dav-noprint">
|
||||
<div class="dav-datepick">
|
||||
<span>From</span>
|
||||
<input type="date" [formControl]="fromDateControl" [max]="today" />
|
||||
</div>
|
||||
<div class="dav-datepick">
|
||||
<span>To</span>
|
||||
<input type="date" [formControl]="toDateControl" [max]="today" />
|
||||
</div>
|
||||
@if (hasDateFilters) {
|
||||
<button class="dav-btn" (click)="clearDateFilters()"><fa-icon icon="times"></fa-icon> Clear</button>
|
||||
}
|
||||
<button class="dav-btn dav-btn--primary dav-push" (click)="printPassbook()">
|
||||
<fa-icon icon="print"></fa-icon> Print
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="dav-passbook" id="dds-passbook">
|
||||
<div class="dav-pb-head">
|
||||
<div>
|
||||
<div class="dav-pb-title">DDS Passbook</div>
|
||||
<div class="dav-pb-sub">{{ account.officeName }}</div>
|
||||
</div>
|
||||
<div class="dav-pb-grid">
|
||||
<span>Account No</span><strong class="dav-mono">{{ account.accountNo }}</strong> <span>Party Code</span
|
||||
><strong>{{ account.partyCode }}</strong> <span>Name</span
|
||||
><strong>{{ account.clientName || account.partyName }}</strong> <span>Product</span
|
||||
><strong>{{ account.subType }} · {{ account.interestRate }} %</strong> <span>Opened On</span
|
||||
><strong>{{ account.openingDate | date: 'dd/MM/yyyy' }}</strong> <span>Agent</span
|
||||
><strong>{{ account.agentCode }}</strong>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (passbookEntries.length === 0) {
|
||||
<div class="dav-state">
|
||||
<span>{{ hasDateFilters ? 'No entries in these dates' : 'No entries yet' }}</span>
|
||||
</div>
|
||||
} @else {
|
||||
<table class="dav-table dav-pb-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Date</th>
|
||||
<th>Voucher</th>
|
||||
<th>Particulars</th>
|
||||
<th class="dav-right">Withdrawals</th>
|
||||
<th class="dav-right">Deposits</th>
|
||||
<th class="dav-right">Balance</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (txn of passbookEntries; track txn.id) {
|
||||
<tr>
|
||||
<td>{{ txn.transactionDate | date: 'dd/MM/yyyy' }}</td>
|
||||
<td class="dav-mono">{{ txn.voucherNo || '' }}</td>
|
||||
<td>
|
||||
{{ label(txn.transactionType) }}
|
||||
@if (txn.description) {
|
||||
<span class="dav-pb-note">{{ txn.description }}</span>
|
||||
}
|
||||
</td>
|
||||
<td class="dav-right">{{ txn.direction === 'DEBIT' ? (txn.amount | formatNumber) : '' }}</td>
|
||||
<td class="dav-right">{{ txn.direction === 'CREDIT' ? (txn.amount | formatNumber) : '' }}</td>
|
||||
<td class="dav-right">
|
||||
<strong>{{ txn.balanceAfterTransaction || 0 | formatNumber }}</strong>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
<tfoot>
|
||||
<tr>
|
||||
<td colspan="3"><strong>Total</strong></td>
|
||||
<td class="dav-right">
|
||||
<strong>{{ totalDebits | formatNumber }}</strong>
|
||||
</td>
|
||||
<td class="dav-right">
|
||||
<strong>{{ totalCredits | formatNumber }}</strong>
|
||||
</td>
|
||||
<td class="dav-right">
|
||||
<strong>{{ passbookClosingBalance | formatNumber }}</strong>
|
||||
</td>
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Nominees -->
|
||||
@if (tab === 'nominees') {
|
||||
<div class="dav-card">
|
||||
@if (!account.nominees || account.nominees.length === 0) {
|
||||
<div class="dav-state">
|
||||
<fa-icon icon="user" size="2x"></fa-icon>
|
||||
<span>No nominee on this account</span>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="dav-table-wrap">
|
||||
<table class="dav-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>#</th>
|
||||
<th>Name</th>
|
||||
<th>Relation</th>
|
||||
<th>Gender</th>
|
||||
<th>Mobile</th>
|
||||
<th>Birth Date</th>
|
||||
<th>Nominated On</th>
|
||||
<th>Guardian</th>
|
||||
<th class="dav-right">{{ account.nomineeSplitMode === 'Sequence' ? 'Order' : 'Share %' }}</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (nominee of account.nominees; track nominee.id; let i = $index) {
|
||||
<tr>
|
||||
<td>{{ i + 1 }}</td>
|
||||
<td>
|
||||
<strong>{{ nominee.name }}</strong>
|
||||
</td>
|
||||
<td>{{ nominee.relation }}</td>
|
||||
<td>{{ nominee.gender }}</td>
|
||||
<td>{{ nominee.mobileNo || '—' }}</td>
|
||||
<td>{{ nominee.birthDate ? (nominee.birthDate | date: 'dd MMM yyyy') : '—' }}</td>
|
||||
<td>{{ nominee.nominationDate ? (nominee.nominationDate | date: 'dd MMM yyyy') : '—' }}</td>
|
||||
<td>{{ nominee.guardianName || '—' }}</td>
|
||||
<td class="dav-right">
|
||||
{{ account.nomineeSplitMode === 'Sequence' ? nominee.sequenceNo : (nominee.sharePercent ?? '—') }}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,459 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
/* One DDS account's page, laid out the way the savings account page is: a banner, tabs, cards. */
|
||||
|
||||
.dav-page {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 16px;
|
||||
padding: 24px 32px;
|
||||
}
|
||||
|
||||
.dav-mono {
|
||||
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||
font-style: normal;
|
||||
}
|
||||
|
||||
.dav-cr {
|
||||
color: #047857;
|
||||
}
|
||||
|
||||
.dav-dr {
|
||||
color: #b91c1c;
|
||||
}
|
||||
|
||||
.dav-right {
|
||||
text-align: right !important;
|
||||
}
|
||||
|
||||
/* ── Banner ───────────────────────────────────────────────────────────── */
|
||||
|
||||
.dav-banner {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
flex-wrap: wrap;
|
||||
gap: 16px;
|
||||
padding: 16px 24px;
|
||||
border-radius: 16px;
|
||||
color: #fff;
|
||||
background: linear-gradient(90deg, #1e3a8a 0%, #2d3fb4 55%, #5b47d6 100%);
|
||||
box-shadow: 0 8px 24px rgb(30 58 138 / 25%);
|
||||
}
|
||||
|
||||
.dav-banner__icon {
|
||||
width: 48px;
|
||||
height: 48px;
|
||||
border-radius: 12px;
|
||||
display: grid;
|
||||
place-items: center;
|
||||
font-size: 1.3rem;
|
||||
background: rgb(255 255 255 / 16%);
|
||||
border: 1px solid rgb(255 255 255 / 25%);
|
||||
}
|
||||
|
||||
.dav-banner__text {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
.dav-pill {
|
||||
align-self: flex-start;
|
||||
padding: 2px 10px;
|
||||
border-radius: 999px;
|
||||
font-size: 0.7rem;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.04em;
|
||||
background: rgb(16 185 129 / 25%);
|
||||
color: #a7f3d0;
|
||||
border: 1px solid rgb(167 243 208 / 40%);
|
||||
}
|
||||
|
||||
.dav-pill--closed {
|
||||
background: rgb(148 163 184 / 25%);
|
||||
color: #e2e8f0;
|
||||
border-color: rgb(226 232 240 / 40%);
|
||||
}
|
||||
|
||||
.dav-banner__title {
|
||||
margin: 0;
|
||||
font-size: 1.25rem;
|
||||
font-weight: 700;
|
||||
}
|
||||
|
||||
.dav-banner__meta {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
align-items: baseline;
|
||||
gap: 6px 12px;
|
||||
}
|
||||
|
||||
.dav-banner__label {
|
||||
font-size: 0.7rem;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.06em;
|
||||
text-transform: uppercase;
|
||||
color: rgb(255 255 255 / 60%);
|
||||
}
|
||||
|
||||
.dav-banner__value {
|
||||
font-size: 0.9rem;
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
.dav-banner__boxes {
|
||||
margin-left: auto;
|
||||
display: flex;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.dav-box {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
padding: 10px 18px;
|
||||
border-radius: 12px;
|
||||
background: rgb(255 255 255 / 12%);
|
||||
border: 1px solid rgb(255 255 255 / 25%);
|
||||
}
|
||||
|
||||
.dav-box__label {
|
||||
font-size: 0.68rem;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.06em;
|
||||
text-transform: uppercase;
|
||||
color: rgb(255 255 255 / 70%);
|
||||
}
|
||||
|
||||
.dav-box__value {
|
||||
font-size: 1.15rem;
|
||||
font-weight: 700;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.dav-banner__actions {
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
}
|
||||
|
||||
.dav-icon-btn {
|
||||
width: 38px;
|
||||
height: 38px;
|
||||
border-radius: 50%;
|
||||
border: 1px solid rgb(255 255 255 / 35%);
|
||||
background: rgb(255 255 255 / 12%);
|
||||
color: #fff;
|
||||
cursor: pointer;
|
||||
|
||||
&:hover {
|
||||
background: rgb(255 255 255 / 22%);
|
||||
}
|
||||
}
|
||||
|
||||
/* ── Tabs ─────────────────────────────────────────────────────────────── */
|
||||
|
||||
.dav-tabs {
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
padding: 8px;
|
||||
border-radius: 14px;
|
||||
background: #fff;
|
||||
border: 1px solid rgb(0 0 0 / 7%);
|
||||
}
|
||||
|
||||
.dav-tab {
|
||||
flex: 1;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
gap: 6px;
|
||||
padding: 10px 16px;
|
||||
border: 0;
|
||||
border-radius: 10px;
|
||||
background: transparent;
|
||||
font-size: 0.95rem;
|
||||
font-weight: 600;
|
||||
color: #475569;
|
||||
cursor: pointer;
|
||||
|
||||
&:hover {
|
||||
background: #f1f5f9;
|
||||
}
|
||||
}
|
||||
|
||||
.dav-tab--on {
|
||||
color: #fff;
|
||||
background: linear-gradient(90deg, #1d4ed8, #2563eb);
|
||||
box-shadow: 0 4px 12px rgb(37 99 235 / 30%);
|
||||
|
||||
&:hover {
|
||||
background: linear-gradient(90deg, #1d4ed8, #2563eb);
|
||||
}
|
||||
}
|
||||
|
||||
/* ── Cards ────────────────────────────────────────────────────────────── */
|
||||
|
||||
.dav-columns {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(auto-fit, minmax(380px, 1fr));
|
||||
gap: 16px;
|
||||
align-items: start;
|
||||
}
|
||||
|
||||
.dav-column {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 16px;
|
||||
}
|
||||
|
||||
.dav-card {
|
||||
border-radius: 14px;
|
||||
background: #fff;
|
||||
border: 1px solid rgb(0 0 0 / 7%);
|
||||
overflow: hidden;
|
||||
}
|
||||
|
||||
.dav-card__head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
padding: 14px 20px;
|
||||
font-size: 1rem;
|
||||
font-weight: 700;
|
||||
background: #f8fafc;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 7%);
|
||||
}
|
||||
|
||||
.dav-card__dot {
|
||||
width: 30px;
|
||||
height: 30px;
|
||||
border-radius: 8px;
|
||||
background: linear-gradient(135deg, #2563eb, #1e40af);
|
||||
}
|
||||
|
||||
.dav-row {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
gap: 16px;
|
||||
padding: 12px 20px;
|
||||
border-bottom: 1px dashed rgb(0 0 0 / 7%);
|
||||
font-size: 0.92rem;
|
||||
|
||||
&:last-child {
|
||||
border-bottom: 0;
|
||||
}
|
||||
|
||||
span {
|
||||
color: #334155;
|
||||
}
|
||||
|
||||
strong {
|
||||
text-align: right;
|
||||
font-weight: 600;
|
||||
}
|
||||
}
|
||||
|
||||
.dav-state {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
padding: 48px 16px;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
}
|
||||
|
||||
/* ── Transactions ─────────────────────────────────────────────────────── */
|
||||
|
||||
.dav-toolbar {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
flex-wrap: wrap;
|
||||
gap: 12px;
|
||||
padding: 14px 20px;
|
||||
background: #f8fafc;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 7%);
|
||||
}
|
||||
|
||||
.dav-datepick {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 2px;
|
||||
|
||||
span {
|
||||
font-size: 0.68rem;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.06em;
|
||||
text-transform: uppercase;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
}
|
||||
|
||||
input {
|
||||
padding: 6px 10px;
|
||||
border-radius: 8px;
|
||||
border: 1px solid rgb(0 0 0 / 15%);
|
||||
font: inherit;
|
||||
}
|
||||
}
|
||||
|
||||
.dav-btn {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
padding: 8px 14px;
|
||||
border-radius: 8px;
|
||||
border: 1px solid rgb(0 0 0 / 15%);
|
||||
background: #fff;
|
||||
font-weight: 600;
|
||||
cursor: pointer;
|
||||
|
||||
&:disabled {
|
||||
opacity: 0.5;
|
||||
cursor: default;
|
||||
}
|
||||
}
|
||||
|
||||
.dav-btn--primary {
|
||||
color: #fff;
|
||||
border-color: transparent;
|
||||
background: linear-gradient(90deg, #1d4ed8, #2563eb);
|
||||
}
|
||||
|
||||
.dav-totals {
|
||||
margin-left: auto;
|
||||
display: flex;
|
||||
gap: 16px;
|
||||
font-size: 0.88rem;
|
||||
font-weight: 700;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.dav-table-wrap {
|
||||
overflow-x: auto;
|
||||
}
|
||||
|
||||
.dav-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 0.92rem;
|
||||
|
||||
th {
|
||||
padding: 14px 16px;
|
||||
text-align: left;
|
||||
font-size: 0.72rem;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.06em;
|
||||
text-transform: uppercase;
|
||||
color: #475569;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 8%);
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 16px;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 5%);
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
tbody tr:nth-child(odd) {
|
||||
background: #f8fafc;
|
||||
}
|
||||
}
|
||||
|
||||
.dav-desc {
|
||||
max-width: 320px;
|
||||
color: rgb(0 0 0 / 65%);
|
||||
}
|
||||
|
||||
@media (width <= 720px) {
|
||||
.dav-page {
|
||||
padding: 16px;
|
||||
}
|
||||
|
||||
.dav-banner__boxes {
|
||||
margin-left: 0;
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.dav-tab {
|
||||
font-size: 0.85rem;
|
||||
padding: 8px;
|
||||
}
|
||||
}
|
||||
|
||||
/* ── Passbook ─────────────────────────────────────────────────────────── */
|
||||
|
||||
.dav-push {
|
||||
margin-left: auto;
|
||||
}
|
||||
|
||||
.dav-passbook {
|
||||
padding: 20px;
|
||||
}
|
||||
|
||||
.dav-pb-head {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
flex-wrap: wrap;
|
||||
gap: 16px 32px;
|
||||
margin-bottom: 16px;
|
||||
padding-bottom: 16px;
|
||||
border-bottom: 2px solid #1e3a8a;
|
||||
}
|
||||
|
||||
.dav-pb-title {
|
||||
font-size: 1.2rem;
|
||||
font-weight: 700;
|
||||
color: #1e3a8a;
|
||||
}
|
||||
|
||||
.dav-pb-sub {
|
||||
font-size: 0.85rem;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.dav-pb-grid {
|
||||
display: grid;
|
||||
grid-template-columns: auto auto;
|
||||
gap: 4px 16px;
|
||||
font-size: 0.88rem;
|
||||
|
||||
span {
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
}
|
||||
|
||||
.dav-pb-table {
|
||||
tfoot td {
|
||||
padding: 14px 16px;
|
||||
border-top: 2px solid rgb(0 0 0 / 15%);
|
||||
}
|
||||
}
|
||||
|
||||
.dav-pb-note {
|
||||
display: block;
|
||||
font-size: 0.78rem;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
}
|
||||
|
||||
/* Closure tab */
|
||||
.dav-closure-tag {
|
||||
margin-left: 8px;
|
||||
padding: 1px 8px;
|
||||
border-radius: 999px;
|
||||
background: #fff3e0;
|
||||
color: #e65100;
|
||||
font-size: 0.75rem;
|
||||
font-style: normal;
|
||||
}
|
||||
|
||||
.dav-closure-total {
|
||||
border-top: 1px solid rgb(0 0 0 / 10%);
|
||||
font-weight: 600;
|
||||
}
|
||||
@@ -0,0 +1,297 @@
|
||||
/**
|
||||
* 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 { ActivatedRoute, Router } from '@angular/router';
|
||||
import { FormControl, ReactiveFormsModule } from '@angular/forms';
|
||||
import { NgClass } from '@angular/common';
|
||||
import { MatTooltipModule } from '@angular/material/tooltip';
|
||||
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { forkJoin, of } from 'rxjs';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { FormatNumberPipe } from 'app/pipes/format-number.pipe';
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
|
||||
/** What each DDS transaction type is called on screen. */
|
||||
const TRANSACTION_LABELS: Record<string, string> = {
|
||||
PARTY_TRAN: 'Collection',
|
||||
INTEREST_POST: 'Interest',
|
||||
OD_INTEREST_POST: 'OD Interest',
|
||||
MATURITY_PAYOUT: 'Maturity Payout',
|
||||
PREMATURE_PAYOUT: 'Premature Payout',
|
||||
PREMATURE_INT_RECOVERY: 'Interest Recovered (Premature)',
|
||||
PREMATURE_AGENT_TOP_UP: 'Interest Funded by Agent',
|
||||
WITHDRAW_DEPOSITE: 'Transfer (Withdraw Deposite)',
|
||||
TRANSFER: 'Transfer'
|
||||
};
|
||||
|
||||
/**
|
||||
* One DDS account and everything that has moved on it, as the savings account page shows a savings
|
||||
* account: the account's terms and where it stands, then its transactions with the balance after
|
||||
* each, narrowed to a day or a range.
|
||||
*
|
||||
* Read-only. The account is changed from DDS Party Master; its money moves through collections, the
|
||||
* cashier and the batch runs.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-account-view',
|
||||
templateUrl: './dds-account-view.component.html',
|
||||
styleUrls: ['./dds-account-view.component.scss'],
|
||||
standalone: true,
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
ReactiveFormsModule,
|
||||
NgClass,
|
||||
FaIconComponent,
|
||||
MatTooltipModule,
|
||||
MatProgressSpinnerModule,
|
||||
FormatNumberPipe
|
||||
]
|
||||
})
|
||||
export class DdsAccountViewComponent implements OnInit {
|
||||
private route = inject(ActivatedRoute);
|
||||
private router = inject(Router);
|
||||
private organizationService = inject(OrganizationService);
|
||||
|
||||
isLoading = true;
|
||||
account: any = null;
|
||||
private transactions: any[] = [];
|
||||
|
||||
/** The page's tabs, as the savings account page has them - only those that apply to DDS. */
|
||||
tab: 'general' | 'transactions' | 'passbook' | 'nominees' | 'closure' = 'general';
|
||||
|
||||
/** How a closed account was closed - read only for closed accounts, for the Closure tab. */
|
||||
closure: any = null;
|
||||
|
||||
/** What each kind of closure is called on screen. */
|
||||
readonly closureLabels: Record<string, string> = {
|
||||
PREMATURE: 'Premature Close',
|
||||
MATURITY_PAYOUT_AND_CLOSE: 'Maturity Payout & Close',
|
||||
MATURITY_PAYOUT_THEN_CLOSE: 'Maturity Payout, then Closed',
|
||||
MATURITY_AUTO_CLOSE: 'Maturity Auto Close (night job)',
|
||||
CLOSED_NIL_BALANCE: 'Closed with nil balance'
|
||||
};
|
||||
|
||||
/** The passbook reads oldest first, as it is written up. */
|
||||
get passbookEntries(): any[] {
|
||||
return [...this.shownTransactions].reverse();
|
||||
}
|
||||
|
||||
/** The balance after the last entry shown. */
|
||||
get passbookClosingBalance(): number {
|
||||
const entries = this.passbookEntries;
|
||||
return entries.length > 0 ? Number(entries[entries.length - 1].balanceAfterTransaction || 0) : 0;
|
||||
}
|
||||
|
||||
/**
|
||||
* Prints the passbook alone. It is copied into a window of its own with only its own styles, so the
|
||||
* page's menus, banner and tabs do not come out on the paper.
|
||||
*/
|
||||
printPassbook(): void {
|
||||
const passbook = document.getElementById('dds-passbook');
|
||||
const popup = window.open('', '_blank', 'width=900,height=700');
|
||||
if (!passbook || !popup) {
|
||||
return;
|
||||
}
|
||||
popup.document.write(`<html><head><title>${this.account?.accountNo || 'DDS'} Passbook</title><style>
|
||||
body { font-family: Arial, sans-serif; margin: 24px; color: #111; }
|
||||
.dav-pb-head { display: flex; justify-content: space-between; gap: 24px; margin-bottom: 16px; }
|
||||
.dav-pb-title { font-size: 20px; font-weight: 700; }
|
||||
.dav-pb-sub { color: #555; }
|
||||
.dav-pb-grid { display: grid; grid-template-columns: auto auto; gap: 2px 12px; font-size: 13px; }
|
||||
.dav-pb-grid span { color: #555; }
|
||||
table { width: 100%; border-collapse: collapse; font-size: 13px; }
|
||||
th, td { border: 1px solid #999; padding: 6px 8px; text-align: left; }
|
||||
.dav-right { text-align: right; }
|
||||
.dav-pb-note { display: block; font-size: 11px; color: #555; }
|
||||
</style></head><body>${passbook.innerHTML}</body></html>`);
|
||||
popup.document.close();
|
||||
popup.focus();
|
||||
popup.print();
|
||||
}
|
||||
|
||||
fromDateControl = new FormControl('');
|
||||
toDateControl = new FormControl('');
|
||||
|
||||
readonly today = new Date().toISOString().split('T')[0];
|
||||
|
||||
ngOnInit(): void {
|
||||
const partyId = this.route.snapshot.paramMap.get('partyId');
|
||||
if (!partyId) {
|
||||
this.isLoading = false;
|
||||
return;
|
||||
}
|
||||
forkJoin({
|
||||
account: this.organizationService.getParty(partyId).pipe(catchError(() => of(null))),
|
||||
transactions: this.organizationService.getPartyTransactionsOfParty(partyId).pipe(catchError(() => of([])))
|
||||
}).subscribe(({ account, transactions }) => {
|
||||
this.account = account;
|
||||
if (account?.status === 'CLOSED') {
|
||||
this.organizationService.getPartyClosure(partyId).subscribe({
|
||||
next: (closure: any) => (this.closure = closure),
|
||||
error: () => (this.closure = null)
|
||||
});
|
||||
}
|
||||
// Newest first, and within a day the later entry first - the order a passbook is read back in.
|
||||
this.transactions = (Array.isArray(transactions) ? transactions : []).sort(
|
||||
(a: any, b: any) =>
|
||||
String(b.transactionDate).localeCompare(String(a.transactionDate)) || Number(b.id) - Number(a.id)
|
||||
);
|
||||
this.isLoading = false;
|
||||
});
|
||||
}
|
||||
|
||||
/** The transactions in the chosen range - all of them when no range is set. */
|
||||
get shownTransactions(): any[] {
|
||||
const from = this.fromDateControl.value;
|
||||
const to = this.toDateControl.value;
|
||||
return this.transactions.filter((txn: any) => {
|
||||
const day = String(txn.transactionDate || '');
|
||||
if (from && day < String(from)) {
|
||||
return false;
|
||||
}
|
||||
if (to && day > String(to)) {
|
||||
return false;
|
||||
}
|
||||
return true;
|
||||
});
|
||||
}
|
||||
|
||||
get totalCredits(): number {
|
||||
return this.sumOf('CREDIT');
|
||||
}
|
||||
|
||||
get totalDebits(): number {
|
||||
return this.sumOf('DEBIT');
|
||||
}
|
||||
|
||||
private sumOf(direction: string): number {
|
||||
return this.shownTransactions
|
||||
.filter((txn: any) => txn.direction === direction)
|
||||
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
||||
}
|
||||
|
||||
/** Everything of one type ever credited, whatever the date filter says - for the summary cards. */
|
||||
totalOf(type: string): number {
|
||||
return this.transactions
|
||||
.filter((txn: any) => txn.transactionType === type && txn.direction === 'CREDIT')
|
||||
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
||||
}
|
||||
|
||||
/** Interest credited, less any taken back on an early closure. */
|
||||
get interestEarned(): number {
|
||||
const recovered = this.transactions
|
||||
.filter((txn: any) => txn.transactionType === 'PREMATURE_INT_RECOVERY')
|
||||
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
||||
return (
|
||||
this.totalOf('INTEREST_POST') +
|
||||
this.totalOf('OD_INTEREST_POST') +
|
||||
this.totalOf('PREMATURE_AGENT_TOP_UP') -
|
||||
recovered
|
||||
);
|
||||
}
|
||||
|
||||
/** Money that has left the account - payouts, withdrawals, transfers out. */
|
||||
get totalDebitsAll(): number {
|
||||
return this.transactions
|
||||
.filter((txn: any) => txn.direction === 'DEBIT' && txn.transactionType !== 'PREMATURE_INT_RECOVERY')
|
||||
.reduce((sum: number, txn: any) => sum + Number(txn.amount || 0), 0);
|
||||
}
|
||||
|
||||
get lastTransactionDate(): string | null {
|
||||
return this.transactions.length > 0 ? this.transactions[0].transactionDate : null;
|
||||
}
|
||||
|
||||
/** The rows on screen, as a spreadsheet the branch can keep or send on. */
|
||||
exportCsv(): void {
|
||||
const header = [
|
||||
'#',
|
||||
'ID',
|
||||
'Transaction Date',
|
||||
'Transaction Type',
|
||||
'Voucher',
|
||||
'Description',
|
||||
'Account',
|
||||
'Debit',
|
||||
'Credit',
|
||||
'Balance'
|
||||
];
|
||||
const quote = (value: any) => `"${String(value ?? '').replace(/"/g, '""')}"`;
|
||||
const lines = this.shownTransactions.map((txn: any, index: number) =>
|
||||
[
|
||||
index + 1,
|
||||
txn.id,
|
||||
txn.transactionDate,
|
||||
this.label(txn.transactionType),
|
||||
txn.voucherNo,
|
||||
txn.description,
|
||||
txn.accountNo,
|
||||
txn.direction === 'DEBIT' ? txn.amount : '',
|
||||
txn.direction === 'CREDIT' ? txn.amount : '',
|
||||
txn.balanceAfterTransaction
|
||||
]
|
||||
.map(quote)
|
||||
.join(',')
|
||||
);
|
||||
const blob = new Blob(
|
||||
[[
|
||||
header.map(quote).join(','),
|
||||
...lines
|
||||
].join('\r\n')],
|
||||
{ type: 'text/csv;charset=utf-8' }
|
||||
);
|
||||
const link = document.createElement('a');
|
||||
link.href = URL.createObjectURL(blob);
|
||||
link.download = `${this.account?.accountNo || 'dds-account'}-transactions.csv`;
|
||||
link.click();
|
||||
URL.revokeObjectURL(link.href);
|
||||
}
|
||||
|
||||
get hasDateFilters(): boolean {
|
||||
return !!(this.fromDateControl.value || this.toDateControl.value);
|
||||
}
|
||||
|
||||
showToday(): void {
|
||||
this.fromDateControl.setValue(this.today);
|
||||
this.toDateControl.setValue(this.today);
|
||||
}
|
||||
|
||||
clearDateFilters(): void {
|
||||
this.fromDateControl.setValue('');
|
||||
this.toDateControl.setValue('');
|
||||
}
|
||||
|
||||
label(type: string): string {
|
||||
return TRANSACTION_LABELS[type] || String(type || '').replace(/_/g, ' ');
|
||||
}
|
||||
|
||||
statusClass(): string {
|
||||
switch (this.account?.status) {
|
||||
case 'ACTIVE':
|
||||
return 'status--active';
|
||||
case 'CLOSED':
|
||||
return 'status--closed';
|
||||
default:
|
||||
return 'status--default';
|
||||
}
|
||||
}
|
||||
|
||||
back(): void {
|
||||
this.router.navigate(['/accounts/dds-accounts']);
|
||||
}
|
||||
|
||||
openInPartyMaster(): void {
|
||||
this.router.navigate([
|
||||
'/accounts/dds',
|
||||
this.account.id,
|
||||
'edit'
|
||||
]);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,211 @@
|
||||
<!--
|
||||
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="acl-page">
|
||||
<!-- Header -->
|
||||
<div class="acl-header accent--rd">
|
||||
<div class="acl-header__icon">
|
||||
<fa-icon icon="coins"></fa-icon>
|
||||
</div>
|
||||
<div class="acl-header__text">
|
||||
<h2 class="acl-header__title">DDS Accounts</h2>
|
||||
<span class="acl-header__count">
|
||||
@if (isLoading) {
|
||||
Loading...
|
||||
} @else {
|
||||
{{ allCount }} accounts · {{ activeCount }} active · {{ closedCount }} closed
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Search Bar -->
|
||||
<div class="acl-search-wrap">
|
||||
<div class="acl-search">
|
||||
<fa-icon icon="search" class="acl-search__icon"></fa-icon>
|
||||
<input
|
||||
[formControl]="searchControl"
|
||||
class="acl-search__input"
|
||||
[placeholder]="
|
||||
searchType === 'accountNo' ? 'Search by account number or party code…' : 'Search by client name…'
|
||||
"
|
||||
/>
|
||||
@if (searchControl.value) {
|
||||
<button class="acl-search__clear" (click)="clearSearch()">
|
||||
<fa-icon icon="times"></fa-icon>
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
<button
|
||||
class="acl-btn acl-btn--toggle"
|
||||
(click)="toggleSearchType()"
|
||||
[matTooltip]="'Switch to ' + (searchType === 'accountNo' ? 'client name' : 'account number') + ' search'"
|
||||
>
|
||||
<fa-icon icon="exchange-alt"></fa-icon>
|
||||
{{ searchType === 'accountNo' ? 'Acct No' : 'Client' }}
|
||||
</button>
|
||||
<button class="acl-btn acl-btn--icon" (click)="loadAccounts()" matTooltip="Refresh">
|
||||
<fa-icon icon="sync-alt"></fa-icon>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Status: all accounts, only the open ones, or only the closed -->
|
||||
<div class="dds-status-filter" role="tablist">
|
||||
<button
|
||||
type="button"
|
||||
class="dds-status-filter__btn"
|
||||
[class.is-on]="statusFilter === 'ALL'"
|
||||
(click)="setStatusFilter('ALL')"
|
||||
>
|
||||
All <span class="dds-status-filter__count">{{ allCount }}</span>
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="dds-status-filter__btn dds-status-filter__btn--active"
|
||||
[class.is-on]="statusFilter === 'ACTIVE'"
|
||||
(click)="setStatusFilter('ACTIVE')"
|
||||
>
|
||||
Active <span class="dds-status-filter__count">{{ activeCount }}</span>
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="dds-status-filter__btn dds-status-filter__btn--closed"
|
||||
[class.is-on]="statusFilter === 'CLOSED'"
|
||||
(click)="setStatusFilter('CLOSED')"
|
||||
>
|
||||
Closed <span class="dds-status-filter__count">{{ closedCount }}</span>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Date Filters: by the day the account was opened -->
|
||||
<div class="acl-filters">
|
||||
<div class="acl-filters__group">
|
||||
<div class="acl-datepick">
|
||||
<span class="acl-datepick__label">Opened From</span>
|
||||
<input type="date" class="acl-datepick__input" [formControl]="fromDateControl" [max]="today" />
|
||||
</div>
|
||||
<div class="acl-filters__arrow">
|
||||
<fa-icon icon="arrow-right"></fa-icon>
|
||||
</div>
|
||||
<div class="acl-datepick">
|
||||
<span class="acl-datepick__label">To</span>
|
||||
<input type="date" class="acl-datepick__input" [formControl]="toDateControl" [max]="today" />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="acl-filters__sep"></div>
|
||||
|
||||
<div class="acl-datepick acl-datepick--ason">
|
||||
<span class="acl-datepick__label">
|
||||
<fa-icon icon="clock"></fa-icon>
|
||||
As On Date
|
||||
</span>
|
||||
<input type="date" class="acl-datepick__input" [formControl]="asOnDateControl" [max]="today" />
|
||||
</div>
|
||||
|
||||
@if (hasDateFilters) {
|
||||
<button class="acl-filters__clear" (click)="clearDateFilters()">
|
||||
<fa-icon icon="times"></fa-icon>
|
||||
Clear
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- Table -->
|
||||
<div class="acl-card">
|
||||
@if (isLoading) {
|
||||
<div class="acl-state acl-state--loading">
|
||||
<mat-spinner diameter="32"></mat-spinner>
|
||||
<span>Loading accounts…</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!isLoading && rows.length === 0) {
|
||||
<div class="acl-state acl-state--empty">
|
||||
<div class="acl-state__icon">
|
||||
<fa-icon icon="inbox"></fa-icon>
|
||||
</div>
|
||||
<p class="acl-state__title">No DDS accounts found</p>
|
||||
<p class="acl-state__sub">Try adjusting your search</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!isLoading && rows.length > 0) {
|
||||
<div class="acl-table-wrap">
|
||||
<table mat-table [dataSource]="rows" class="acl-table">
|
||||
<ng-container matColumnDef="accountNo">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th">Account No</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td">
|
||||
<span class="acl-acct-no">{{ row.accountNo }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="depositType">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Type</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
|
||||
<span class="acl-type-badge dtype--rd">DDS</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="clientName">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th">Client</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td">
|
||||
<div class="acl-client">
|
||||
<div class="acl-client__avatar">{{ (row.clientName || row.partyName || '?')[0] }}</div>
|
||||
<span class="acl-client__name">{{ row.clientName || row.partyName }}</span>
|
||||
</div>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="productName">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th">Product</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td">
|
||||
<span class="acl-product">{{ row.subType }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="balance">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--right">Balance</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td acl-td--right">
|
||||
<span class="acl-balance">₹ {{ row.currentBalance || 0 | formatNumber }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="status">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Status</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
|
||||
<span class="acl-status" [ngClass]="getStatusClass(row)">{{ row.status }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="actions">
|
||||
<th mat-header-cell *matHeaderCellDef class="acl-th acl-th--center">Actions</th>
|
||||
<td mat-cell *matCellDef="let row" class="acl-td acl-td--center">
|
||||
<button class="acl-view-btn" (click)="$event.stopPropagation(); viewAccount(row)" matTooltip="View">
|
||||
<fa-icon icon="eye"></fa-icon>
|
||||
</button>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<tr mat-header-row *matHeaderRowDef="displayedColumns" class="acl-header-row"></tr>
|
||||
<tr mat-row *matRowDef="let row; columns: displayedColumns" class="acl-row" (click)="viewAccount(row)"></tr>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<mat-paginator
|
||||
[length]="totalRecords"
|
||||
[pageSize]="pageSize"
|
||||
[pageIndex]="pageIndex"
|
||||
[pageSizeOptions]="[10, 20, 50, 100]"
|
||||
(page)="onPageChange($event)"
|
||||
class="acl-paginator"
|
||||
showFirstLastButtons
|
||||
></mat-paginator>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
@@ -0,0 +1,56 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
/* All / Active / Closed - which DDS accounts the list shows. */
|
||||
.dds-status-filter {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 8px;
|
||||
margin: 0 0 12px;
|
||||
|
||||
&__btn {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
padding: 6px 14px;
|
||||
border: 1px solid rgb(0 0 0 / 12%);
|
||||
border-radius: 999px;
|
||||
background: #fff;
|
||||
color: rgb(0 0 0 / 70%);
|
||||
font-size: 0.85rem;
|
||||
font-weight: 500;
|
||||
cursor: pointer;
|
||||
|
||||
&.is-on {
|
||||
border-color: #1565c0;
|
||||
background: #e3f2fd;
|
||||
color: #0d47a1;
|
||||
}
|
||||
|
||||
&--active.is-on {
|
||||
border-color: #2e7d32;
|
||||
background: #e8f5e9;
|
||||
color: #1b5e20;
|
||||
}
|
||||
|
||||
&--closed.is-on {
|
||||
border-color: #c62828;
|
||||
background: #ffebee;
|
||||
color: #b71c1c;
|
||||
}
|
||||
}
|
||||
|
||||
&__count {
|
||||
min-width: 22px;
|
||||
padding: 0 6px;
|
||||
border-radius: 999px;
|
||||
background: rgb(0 0 0 / 8%);
|
||||
font-size: 0.75rem;
|
||||
text-align: center;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,265 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnDestroy, OnInit, inject } from '@angular/core';
|
||||
import { Router } from '@angular/router';
|
||||
import { FormControl, ReactiveFormsModule } from '@angular/forms';
|
||||
import { NgClass } from '@angular/common';
|
||||
import { MatPaginator, PageEvent } from '@angular/material/paginator';
|
||||
import {
|
||||
MatCell,
|
||||
MatCellDef,
|
||||
MatColumnDef,
|
||||
MatHeaderCell,
|
||||
MatHeaderCellDef,
|
||||
MatHeaderRow,
|
||||
MatHeaderRowDef,
|
||||
MatRow,
|
||||
MatRowDef,
|
||||
MatTable
|
||||
} from '@angular/material/table';
|
||||
import { MatTooltipModule } from '@angular/material/tooltip';
|
||||
import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { Subject, merge } from 'rxjs';
|
||||
import { debounceTime, distinctUntilChanged, takeUntil } from 'rxjs/operators';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { FormatNumberPipe } from 'app/pipes/format-number.pipe';
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
|
||||
/**
|
||||
* The DDS accounts, listed the way Savings Accounts lists savings: account number, client, product,
|
||||
* balance and status, searched by account number or client and narrowed by opening date. Each opens
|
||||
* onto the account's own page and its transactions.
|
||||
*
|
||||
* Read-only. Accounts are opened and changed from DDS Party Master; money moves through collections,
|
||||
* the cashier and the batch runs.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-accounts',
|
||||
templateUrl: './dds-accounts.component.html',
|
||||
// The Savings Accounts list's own look, so the two screens read as one family.
|
||||
styleUrls: [
|
||||
'../../accounts/accounts-list/accounts-list.component.scss',
|
||||
'./dds-accounts.component.scss'
|
||||
],
|
||||
standalone: true,
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
ReactiveFormsModule,
|
||||
NgClass,
|
||||
FaIconComponent,
|
||||
MatTable,
|
||||
MatColumnDef,
|
||||
MatHeaderCellDef,
|
||||
MatHeaderCell,
|
||||
MatCellDef,
|
||||
MatCell,
|
||||
MatHeaderRowDef,
|
||||
MatHeaderRow,
|
||||
MatRowDef,
|
||||
MatRow,
|
||||
MatPaginator,
|
||||
MatTooltipModule,
|
||||
MatProgressSpinnerModule,
|
||||
FormatNumberPipe
|
||||
]
|
||||
})
|
||||
export class DdsAccountsComponent implements OnInit, OnDestroy {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private router = inject(Router);
|
||||
private destroy$ = new Subject<void>();
|
||||
|
||||
displayedColumns = [
|
||||
'accountNo',
|
||||
'depositType',
|
||||
'clientName',
|
||||
'productName',
|
||||
'balance',
|
||||
'status',
|
||||
'actions'
|
||||
];
|
||||
|
||||
/** Every DDS account, fetched once; search, dates and paging work on this. */
|
||||
private allAccounts: any[] = [];
|
||||
/** The accounts matching the search and dates, whatever their status - what the status counts read. */
|
||||
private beforeStatus: any[] = [];
|
||||
/** The accounts matching the search, dates and status, before paging. */
|
||||
private matching: any[] = [];
|
||||
|
||||
/** Which accounts are shown: all of them, only the open ones, or only the closed. */
|
||||
statusFilter: 'ALL' | 'ACTIVE' | 'CLOSED' = 'ALL';
|
||||
/** The page on screen. */
|
||||
rows: any[] = [];
|
||||
|
||||
pageSize = 20;
|
||||
pageIndex = 0;
|
||||
isLoading = false;
|
||||
|
||||
searchControl = new FormControl('');
|
||||
searchType: 'accountNo' | 'clientName' = 'accountNo';
|
||||
fromDateControl = new FormControl('');
|
||||
toDateControl = new FormControl('');
|
||||
asOnDateControl = new FormControl('');
|
||||
|
||||
readonly today = new Date().toISOString().split('T')[0];
|
||||
|
||||
get totalRecords(): number {
|
||||
return this.matching.length;
|
||||
}
|
||||
|
||||
get activeCount(): number {
|
||||
return this.beforeStatus.filter((account) => account.status === 'ACTIVE').length;
|
||||
}
|
||||
|
||||
get closedCount(): number {
|
||||
return this.beforeStatus.filter((account) => account.status === 'CLOSED').length;
|
||||
}
|
||||
|
||||
get allCount(): number {
|
||||
return this.beforeStatus.length;
|
||||
}
|
||||
|
||||
setStatusFilter(status: 'ALL' | 'ACTIVE' | 'CLOSED'): void {
|
||||
this.statusFilter = status;
|
||||
this.pageIndex = 0;
|
||||
this.applyFilters();
|
||||
}
|
||||
|
||||
get hasDateFilters(): boolean {
|
||||
return !!((this.fromDateControl.value && this.toDateControl.value) || this.asOnDateControl.value);
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
this.loadAccounts();
|
||||
|
||||
this.searchControl.valueChanges
|
||||
.pipe(debounceTime(300), distinctUntilChanged(), takeUntil(this.destroy$))
|
||||
.subscribe(() => {
|
||||
this.pageIndex = 0;
|
||||
this.applyFilters();
|
||||
});
|
||||
merge(this.fromDateControl.valueChanges, this.toDateControl.valueChanges, this.asOnDateControl.valueChanges)
|
||||
.pipe(debounceTime(300), takeUntil(this.destroy$))
|
||||
.subscribe(() => {
|
||||
this.pageIndex = 0;
|
||||
this.applyFilters();
|
||||
});
|
||||
}
|
||||
|
||||
ngOnDestroy(): void {
|
||||
this.destroy$.next();
|
||||
this.destroy$.complete();
|
||||
}
|
||||
|
||||
loadAccounts(): void {
|
||||
this.isLoading = true;
|
||||
this.organizationService
|
||||
.getParties()
|
||||
.pipe(takeUntil(this.destroy$))
|
||||
.subscribe({
|
||||
next: (parties: any) => {
|
||||
// Newest first, as the savings list shows them.
|
||||
this.allAccounts = (Array.isArray(parties) ? parties : parties?.pageItems || []).sort(
|
||||
(a: any, b: any) => Number(b.id) - Number(a.id)
|
||||
);
|
||||
this.isLoading = false;
|
||||
this.applyFilters();
|
||||
},
|
||||
error: () => {
|
||||
this.allAccounts = [];
|
||||
this.isLoading = false;
|
||||
this.applyFilters();
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** Search by account number or client, and by the day the account was opened. */
|
||||
private applyFilters(): void {
|
||||
const term = String(this.searchControl.value || '')
|
||||
.trim()
|
||||
.toLowerCase();
|
||||
const fromVal = this.fromDateControl.value;
|
||||
const toVal = this.toDateControl.value;
|
||||
const bothDates = !!(fromVal && toVal);
|
||||
const asOn = this.asOnDateControl.value;
|
||||
|
||||
this.beforeStatus = this.allAccounts.filter((account: any) => {
|
||||
if (term) {
|
||||
const haystack =
|
||||
this.searchType === 'accountNo'
|
||||
? `${account.accountNo || ''} ${account.partyCode || ''}`
|
||||
: `${account.clientName || ''} ${account.partyName || ''}`;
|
||||
if (!haystack.toLowerCase().includes(term)) {
|
||||
return false;
|
||||
}
|
||||
}
|
||||
const opened = String(account.openingDate || '');
|
||||
if (bothDates && opened && (opened < String(fromVal) || opened > String(toVal))) {
|
||||
return false;
|
||||
}
|
||||
// As on a date: the accounts that had been opened by then.
|
||||
if (asOn && opened && opened > String(asOn)) {
|
||||
return false;
|
||||
}
|
||||
return true;
|
||||
});
|
||||
this.matching =
|
||||
this.statusFilter === 'ALL'
|
||||
? this.beforeStatus
|
||||
: this.beforeStatus.filter((account: any) => account.status === this.statusFilter);
|
||||
this.showPage();
|
||||
}
|
||||
|
||||
private showPage(): void {
|
||||
const start = this.pageIndex * this.pageSize;
|
||||
this.rows = this.matching.slice(start, start + this.pageSize);
|
||||
}
|
||||
|
||||
onPageChange(event: PageEvent): void {
|
||||
this.pageIndex = event.pageIndex;
|
||||
this.pageSize = event.pageSize;
|
||||
this.showPage();
|
||||
}
|
||||
|
||||
toggleSearchType(): void {
|
||||
this.searchType = this.searchType === 'accountNo' ? 'clientName' : 'accountNo';
|
||||
this.pageIndex = 0;
|
||||
this.applyFilters();
|
||||
}
|
||||
|
||||
clearSearch(): void {
|
||||
this.searchControl.setValue('');
|
||||
}
|
||||
|
||||
clearDateFilters(): void {
|
||||
this.fromDateControl.setValue('', { emitEvent: false });
|
||||
this.toDateControl.setValue('', { emitEvent: false });
|
||||
this.asOnDateControl.setValue('', { emitEvent: false });
|
||||
this.pageIndex = 0;
|
||||
this.applyFilters();
|
||||
}
|
||||
|
||||
viewAccount(account: any): void {
|
||||
this.router.navigate([
|
||||
'/accounts/dds-accounts',
|
||||
account.id
|
||||
]);
|
||||
}
|
||||
|
||||
getStatusClass(account: any): string {
|
||||
switch (account?.status) {
|
||||
case 'ACTIVE':
|
||||
return 'status--active';
|
||||
case 'CLOSED':
|
||||
return 'status--closed';
|
||||
default:
|
||||
return 'status--default';
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,46 @@
|
||||
/**
|
||||
* 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 { OrganizationService } from 'app/organization/organization.service';
|
||||
import { AlertService } from 'app/core/alert/alert.service';
|
||||
|
||||
/**
|
||||
* Whether the server held a DDS entry for a checker rather than carrying it out. The reply then
|
||||
* names the entry (commandId) and asks for the work to be rolled back, and carries no result of its own.
|
||||
*/
|
||||
export function heldForApproval(response: any): boolean {
|
||||
return !!response?.rollbackTransaction || (!!response?.commandId && response?.resourceId == null);
|
||||
}
|
||||
|
||||
/**
|
||||
* Tells the clerk their entry went to a checker - with the voucher it will move under - instead of
|
||||
* saying it was done. Nothing has moved yet, and a message that read as though it had would send them
|
||||
* looking for money that is still waiting on a manager.
|
||||
*/
|
||||
export function announceHeldForApproval(
|
||||
response: any,
|
||||
what: string,
|
||||
organizationService: OrganizationService,
|
||||
alertService: AlertService
|
||||
): void {
|
||||
const say = (voucherNo?: string) =>
|
||||
alertService.alert({
|
||||
type: 'Sent for Approval',
|
||||
message:
|
||||
`${what} sent for approval${voucherNo ? ' under voucher ' + voucherNo : ''}. ` +
|
||||
'It takes effect once a checker approves it in Approval Center › DDS Approvals.'
|
||||
});
|
||||
if (!response?.commandId) {
|
||||
say();
|
||||
return;
|
||||
}
|
||||
organizationService.getDdsApproval(response.commandId).subscribe({
|
||||
next: (entry: any) => say(entry?.voucherNo),
|
||||
error: () => say()
|
||||
});
|
||||
}
|
||||
+265
@@ -0,0 +1,265 @@
|
||||
<!--
|
||||
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 as Disbursement & Transfers reviews its requests, and styled by the same sheet. -->
|
||||
<div class="dri dri--dialog">
|
||||
<nav class="cashier-nav cashier-nav--clerk">
|
||||
<span class="dri-header-title">DDS {{ entry.type }} Review</span>
|
||||
<span class="cashier-nav__esc-hint" (click)="close()">✕ Close</span>
|
||||
</nav>
|
||||
|
||||
@if (loading) {
|
||||
<div class="dri-loading">
|
||||
<mat-icon class="dri-loading__icon">hourglass_empty</mat-icon>
|
||||
<span>Loading entry…</span>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="dri-body">
|
||||
<!-- Header card: the voucher it moves under, its status, who made it and when -->
|
||||
<div class="dri-card dri-card--header">
|
||||
<div class="dri-card-header">
|
||||
<div class="dri-card-header__left">
|
||||
<span class="dri-voucher">{{ voucherNo || '—' }}</span>
|
||||
<span class="dri-status" [ngClass]="statusClass(entry.status)">
|
||||
{{ entry.status }}{{ entry.voucherCancelled ? ' · VOUCHER CANCELLED' : '' }}
|
||||
</span>
|
||||
</div>
|
||||
<div class="dri-card-header__meta">
|
||||
<span class="dri-meta-item">
|
||||
<mat-icon>person</mat-icon>
|
||||
{{ entry.makerName || entry.maker }} ({{ entry.maker }})
|
||||
</span>
|
||||
<span class="dri-meta-item">
|
||||
<mat-icon>schedule</mat-icon>
|
||||
{{ formatDateTime(entry.madeOn) }}
|
||||
</span>
|
||||
@if (entry.status !== 'PENDING' && entry.checker) {
|
||||
<span class="dri-meta-item">
|
||||
<mat-icon>check_circle</mat-icon>
|
||||
Actioned by: {{ entry.checkerName || entry.checker }}
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Summary -->
|
||||
<div class="dri-card">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>swap_horiz</mat-icon>
|
||||
{{ entry.type }} Summary
|
||||
</div>
|
||||
<div class="dri-detail-grid">
|
||||
<div class="dri-detail-item">
|
||||
<span class="dri-detail-label">Total Amount</span>
|
||||
<span class="dri-detail-value dri-amount">
|
||||
{{ entry.amount !== null && entry.amount !== undefined ? '₹' + (entry.amount | number: '1.2-2') : '—' }}
|
||||
</span>
|
||||
</div>
|
||||
<div class="dri-detail-item">
|
||||
<span class="dri-detail-label">DR Accounts</span>
|
||||
<span class="dri-detail-value"
|
||||
>{{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }}</span
|
||||
>
|
||||
</div>
|
||||
<div class="dri-detail-item">
|
||||
<span class="dri-detail-label">CR Accounts</span>
|
||||
<span class="dri-detail-value"
|
||||
>{{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }}</span
|
||||
>
|
||||
</div>
|
||||
<div class="dri-detail-item dri-detail-item--full">
|
||||
<span class="dri-detail-label">Details</span>
|
||||
<span class="dri-detail-value">{{ entry.details || '—' }}</span>
|
||||
</div>
|
||||
@if (detail?.description) {
|
||||
<div class="dri-detail-item dri-detail-item--full">
|
||||
<span class="dri-detail-label">Description</span>
|
||||
<span class="dri-detail-value">{{ detail.description }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Debit entries -->
|
||||
@if (debitLines.length) {
|
||||
<div class="dri-card">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>arrow_upward</mat-icon>
|
||||
Debit Entries ({{ debitLines.length }} account{{ debitLines.length !== 1 ? 's' : '' }} — funds out)
|
||||
</div>
|
||||
<table class="dri-cr-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>#</th>
|
||||
<th>Account No</th>
|
||||
<th>Account Name</th>
|
||||
<th>Type</th>
|
||||
<th class="num">Amount (DR)</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (line of debitLines; track $index; let i = $index) {
|
||||
<tr>
|
||||
<td class="dri-cr-idx">{{ i + 1 }}</td>
|
||||
<td class="cell-mono">{{ line.accountNo || '—' }}</td>
|
||||
<td>{{ line.accountName || '—' }}</td>
|
||||
<td>
|
||||
<span class="dri-type-badge">{{ line.type || '—' }}</span>
|
||||
</td>
|
||||
<td class="num dri-cr-amount">₹{{ line.amount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
}
|
||||
<tr class="dri-cr-total-row">
|
||||
<td colspan="4" class="dri-cr-total-label">Total Debit</td>
|
||||
<td class="num dri-cr-total-amount">₹{{ total(debitLines) | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Credit entries -->
|
||||
@if (creditLines.length) {
|
||||
<div class="dri-card">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>arrow_downward</mat-icon>
|
||||
Credit Entries ({{ creditLines.length }} account{{ creditLines.length !== 1 ? 's' : '' }} — funds in)
|
||||
</div>
|
||||
<table class="dri-cr-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>#</th>
|
||||
<th>Account No</th>
|
||||
<th>Account Name</th>
|
||||
<th>Type</th>
|
||||
<th class="num">Amount (CR)</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (line of creditLines; track $index; let i = $index) {
|
||||
<tr>
|
||||
<td class="dri-cr-idx">{{ i + 1 }}</td>
|
||||
<td class="cell-mono">{{ line.accountNo || '—' }}</td>
|
||||
<td>{{ line.accountName || '—' }}</td>
|
||||
<td>
|
||||
<span class="dri-type-badge">{{ line.type || '—' }}</span>
|
||||
</td>
|
||||
<td class="num dri-cr-amount">₹{{ line.amount | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
}
|
||||
<tr class="dri-cr-total-row">
|
||||
<td colspan="4" class="dri-cr-total-label">Total Credit</td>
|
||||
<td class="num dri-cr-total-amount">₹{{ total(creditLines) | number: '1.2-2' }}</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entry.status === 'PENDING' && isMine && !done) {
|
||||
<div class="dri-card dri-card--processing">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>info</mat-icon>
|
||||
Your own entry
|
||||
</div>
|
||||
<p class="dri-processing-text">
|
||||
You made this entry, so another user with checker rights has to approve or reject it.
|
||||
</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entry.status === 'REJECTED') {
|
||||
<div class="dri-card dri-card--rejected">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>cancel</mat-icon>
|
||||
Rejected
|
||||
</div>
|
||||
<p class="dri-rejection-text">
|
||||
Nothing was done{{ voucherNo ? '. Voucher ' + voucherNo + ' is cancelled and will not be used' : '' }}.
|
||||
</p>
|
||||
@if (entry.checker) {
|
||||
<div class="dri-meta-item" style="margin-top: 8px">
|
||||
<mat-icon>manage_accounts</mat-icon>
|
||||
{{ entry.checker }}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entry.status === 'APPROVED') {
|
||||
<div class="dri-card dri-card--approved">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>check_circle</mat-icon>
|
||||
Approved and carried out
|
||||
</div>
|
||||
<p class="dri-txn-refs cell-mono">
|
||||
{{
|
||||
voucherNo
|
||||
? 'Voucher ' + voucherNo
|
||||
: entry.entity === 'DDSBATCH'
|
||||
? 'Posting is running - refresh for its voucher'
|
||||
: '—'
|
||||
}}
|
||||
</p>
|
||||
<div class="dri-meta-item" style="margin-top: 8px">
|
||||
<mat-icon>manage_accounts</mat-icon>
|
||||
Approved by: {{ entry.checker || '—' }}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (error) {
|
||||
<div class="dri-card dri-card--failed">
|
||||
<div class="dri-section-title">
|
||||
<mat-icon>error</mat-icon>
|
||||
Could not complete
|
||||
</div>
|
||||
<p class="dri-rejection-text">{{ error }}</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (entry.status === 'PENDING' && !done) {
|
||||
<div class="dri-actions">
|
||||
@if (!confirmReject) {
|
||||
<button type="button" class="dri-btn dri-btn--approve" [disabled]="!canAct" (click)="act('approve')">
|
||||
<mat-icon>check_circle</mat-icon>
|
||||
{{ working ? 'Processing…' : 'Approve ' + entry.type }}
|
||||
</button>
|
||||
<button type="button" class="dri-btn dri-btn--reject" [disabled]="!canAct" (click)="confirmReject = true">
|
||||
<mat-icon>cancel</mat-icon>
|
||||
Reject
|
||||
</button>
|
||||
} @else {
|
||||
<div class="dri-reject-form">
|
||||
<label class="dri-reject-label">
|
||||
Reject this entry? Nothing will be done{{
|
||||
voucherNo ? ' and voucher ' + voucherNo + ' will be cancelled' : ''
|
||||
}}.
|
||||
</label>
|
||||
<div class="dri-reject-actions">
|
||||
<button type="button" class="dri-btn dri-btn--reject" [disabled]="!canAct" (click)="act('reject')">
|
||||
<mat-icon>cancel</mat-icon>
|
||||
{{ working ? 'Processing…' : 'Confirm Rejection' }}
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="dri-btn dri-btn--ghost"
|
||||
[disabled]="working"
|
||||
(click)="confirmReject = false"
|
||||
>
|
||||
Cancel
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,148 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
|
||||
/**
|
||||
* One DDS entry, laid out the way Disbursement & Transfers reviews a request - voucher and status on
|
||||
* top, who made it and when, then the debit and credit entries it moves - and styled by the same
|
||||
* sheet, so a checker reads both queues the same way.
|
||||
*
|
||||
* The checker approves it, which carries it out under the voucher numbered when it was sent, or
|
||||
* rejects it, which leaves nothing done and cancels that number. Neither is offered to the user who
|
||||
* made the entry, and the server refuses it as well.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-approval-review',
|
||||
templateUrl: './dds-approval-review.component.html',
|
||||
styleUrls: ['../../../clerk/disbursement-review/disbursement-review.component.scss'],
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
MatDialogModule,
|
||||
MatIconModule
|
||||
]
|
||||
})
|
||||
export class DdsApprovalReviewComponent implements OnInit {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private dialogRef = inject(MatDialogRef<DdsApprovalReviewComponent>);
|
||||
data = inject<any>(MAT_DIALOG_DATA);
|
||||
|
||||
entry: any = this.data.entry;
|
||||
/** The entry in full, with the debit and credit sides it moves. */
|
||||
detail: any = null;
|
||||
loading = true;
|
||||
working = false;
|
||||
confirmReject = false;
|
||||
done = false;
|
||||
error = '';
|
||||
/** Set by an approval, in case the list row did not carry the number yet. */
|
||||
approvedVoucher = '';
|
||||
|
||||
ngOnInit(): void {
|
||||
this.load();
|
||||
}
|
||||
|
||||
private load(): void {
|
||||
this.organizationService.getDdsApproval(this.entry.id).subscribe({
|
||||
next: (detail: any) => {
|
||||
this.detail = detail;
|
||||
this.entry = { ...this.entry, ...detail };
|
||||
this.loading = false;
|
||||
},
|
||||
error: () => (this.loading = false)
|
||||
});
|
||||
}
|
||||
|
||||
get voucherNo(): string {
|
||||
return this.approvedVoucher || this.entry?.voucherNo || '';
|
||||
}
|
||||
|
||||
get debitLines(): any[] {
|
||||
return (this.detail?.lines || []).filter((line: any) => line.side === 'DR');
|
||||
}
|
||||
|
||||
get creditLines(): any[] {
|
||||
return (this.detail?.lines || []).filter((line: any) => line.side === 'CR');
|
||||
}
|
||||
|
||||
total(lines: any[]): number {
|
||||
return lines.reduce((sum: number, line: any) => sum + Number(line.amount || 0), 0);
|
||||
}
|
||||
|
||||
get isMine(): boolean {
|
||||
return !!this.data.currentUserId && Number(this.entry.makerId) === Number(this.data.currentUserId);
|
||||
}
|
||||
|
||||
get canAct(): boolean {
|
||||
return this.entry.status === 'PENDING' && !this.isMine && !this.done && !this.working;
|
||||
}
|
||||
|
||||
statusClass(status: string): string {
|
||||
const map: Record<string, string> = {
|
||||
PENDING: 'dri-status--pending',
|
||||
APPROVED: 'dri-status--approved',
|
||||
REJECTED: 'dri-status--rejected'
|
||||
};
|
||||
return map[status] ?? '';
|
||||
}
|
||||
|
||||
act(command: 'approve' | 'reject'): void {
|
||||
this.working = true;
|
||||
this.error = '';
|
||||
this.organizationService.actOnDdsApproval(this.entry.id, command).subscribe({
|
||||
next: (result: any) => {
|
||||
this.working = false;
|
||||
this.done = true;
|
||||
this.approvedVoucher = result?.voucherNo || '';
|
||||
this.entry = {
|
||||
...this.entry,
|
||||
status: command === 'approve' ? 'APPROVED' : 'REJECTED',
|
||||
voucherCancelled: command === 'reject' && !!this.voucherNo
|
||||
};
|
||||
// The approved entry's sides are now the voucher's own lines.
|
||||
this.load();
|
||||
},
|
||||
error: (err: any) => {
|
||||
this.working = false;
|
||||
const body = err?.error;
|
||||
this.error =
|
||||
body?.errors?.[0]?.defaultUserMessage ||
|
||||
body?.defaultUserMessage ||
|
||||
body?.developerMessage ||
|
||||
'Could not complete this.';
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** The same form Disbursement & Transfers prints its times in: 29 Sept 2026, 01:25 pm. */
|
||||
formatDateTime(val: any): string {
|
||||
if (!val) {
|
||||
return '—';
|
||||
}
|
||||
const d = new Date(String(val).replace(' ', 'T'));
|
||||
return isNaN(d.getTime())
|
||||
? String(val)
|
||||
: d.toLocaleString('en-IN', {
|
||||
day: '2-digit',
|
||||
month: 'short',
|
||||
year: 'numeric',
|
||||
hour: '2-digit',
|
||||
minute: '2-digit'
|
||||
});
|
||||
}
|
||||
|
||||
close(): void {
|
||||
this.dialogRef.close(this.done);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,176 @@
|
||||
<!--
|
||||
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 wri-tab">
|
||||
<div class="wri-action-bar">
|
||||
<div class="wri-action-bar__left">
|
||||
<mat-icon class="wri-action-bar__icon">savings</mat-icon>
|
||||
<div>
|
||||
<div class="wri-action-bar__title">DDS Approvals</div>
|
||||
<div class="wri-action-bar__sub">
|
||||
Review, approve or reject DDS entries - transfers, payouts, early closures, receipts applied and postings.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="wri-filter-bar">
|
||||
<select class="wri-filter-select" [(ngModel)]="filterStatus" (change)="onFilterChange()">
|
||||
@for (opt of statusOptions; track opt.value) {
|
||||
<option [value]="opt.value">{{ opt.label }}</option>
|
||||
}
|
||||
</select>
|
||||
|
||||
<span class="wri-fb-sep"></span>
|
||||
|
||||
<div class="wri-presets">
|
||||
@for (p of datePresets; track p.key) {
|
||||
<button
|
||||
type="button"
|
||||
class="wri-preset-chip"
|
||||
[class.wri-preset-chip--active]="activePreset === p.key"
|
||||
(click)="applyPreset(p.key)"
|
||||
>
|
||||
{{ p.label }}
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
|
||||
<span class="wri-fb-sep"></span>
|
||||
|
||||
<div class="wri-date-range">
|
||||
<div class="wri-date-box">
|
||||
<span class="wri-date-box__lbl">From</span>
|
||||
<input
|
||||
class="wri-date-box__input"
|
||||
[matDatepicker]="fromPicker"
|
||||
[(ngModel)]="fromDate"
|
||||
[max]="maxDate"
|
||||
(dateChange)="onFromDateChange()"
|
||||
readonly
|
||||
/>
|
||||
<button type="button" class="wri-date-box__btn" (click)="fromPicker.open()">
|
||||
<mat-icon>event</mat-icon>
|
||||
</button>
|
||||
<mat-datepicker #fromPicker></mat-datepicker>
|
||||
</div>
|
||||
<span class="wri-date-range__sep">—</span>
|
||||
<div class="wri-date-box">
|
||||
<span class="wri-date-box__lbl">To</span>
|
||||
<input
|
||||
class="wri-date-box__input"
|
||||
[matDatepicker]="toPicker"
|
||||
[(ngModel)]="toDate"
|
||||
[min]="fromDate"
|
||||
[max]="maxDate"
|
||||
(dateChange)="onToDateChange()"
|
||||
readonly
|
||||
/>
|
||||
<button type="button" class="wri-date-box__btn" (click)="toPicker.open()">
|
||||
<mat-icon>event</mat-icon>
|
||||
</button>
|
||||
<mat-datepicker #toPicker></mat-datepicker>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<button type="button" class="wri-btn wri-btn--refresh" (click)="load()" [disabled]="loading">
|
||||
<mat-icon>refresh</mat-icon>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (loading) {
|
||||
<div class="empty-state">
|
||||
<p class="empty-title">Loading…</p>
|
||||
</div>
|
||||
} @else if (loaded && entries.length === 0) {
|
||||
<div class="empty-state">
|
||||
<i class="fas fa-inbox empty-icon"></i>
|
||||
<p class="empty-title">No DDS entries</p>
|
||||
<p class="empty-text">
|
||||
@if (filterStatus === 'PENDING') {
|
||||
There are no DDS entries waiting for approval.
|
||||
} @else {
|
||||
No {{ filterStatus | lowercase }} DDS entries found.
|
||||
}
|
||||
</p>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="wri-table-wrap">
|
||||
<table class="wri-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="wri-th-id">Voucher No</th>
|
||||
<th>Type</th>
|
||||
<th>Account / Details</th>
|
||||
<th class="num">Amount</th>
|
||||
<th>Entries</th>
|
||||
<th>Clerk</th>
|
||||
<th>Reviewed By</th>
|
||||
<th>Submitted At</th>
|
||||
<th>Status</th>
|
||||
<th class="wri-th-action">Action</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (e of pagedEntries; track e.id) {
|
||||
<tr class="wri-row" (click)="review(e)">
|
||||
<td class="cell-mono wri-voucher">
|
||||
{{ e.voucherNo || '—' }}
|
||||
@if (e.voucherCancelled) {
|
||||
<span class="wri-gl-name">(cancelled)</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
<span class="wri-credit-badge" [style.background]="typeColor(e)">{{ e.type }}</span>
|
||||
</td>
|
||||
<td>
|
||||
<span class="wri-gl-name">{{ e.details || '—' }}</span>
|
||||
</td>
|
||||
<td class="num wri-amount">
|
||||
{{ e.amount !== null && e.amount !== undefined ? '₹' + (e.amount | number: '1.2-2') : '—' }}
|
||||
</td>
|
||||
<td class="wri-credit-count">
|
||||
@if (e.entries) {
|
||||
<span class="wri-credit-badge">{{ e.entries }} account{{ e.entries !== 1 ? 's' : '' }}</span>
|
||||
} @else {
|
||||
—
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
{{ e.makerName || e.maker || '—' }}
|
||||
@if (isMine(e) && e.status === 'PENDING') {
|
||||
<span class="wri-gl-name">(you)</span>
|
||||
}
|
||||
</td>
|
||||
<td>{{ e.status === 'PENDING' ? '—' : e.checkerName || e.checker || '—' }}</td>
|
||||
<td class="wri-dt">{{ formatDateTime(e.madeOn) }}</td>
|
||||
<td>
|
||||
<span class="wri-status" [ngClass]="statusClass(e.status)">{{ e.status | titlecase }}</span>
|
||||
</td>
|
||||
<td class="wri-action-cell" (click)="$event.stopPropagation()">
|
||||
<button type="button" class="wri-btn wri-btn--review" (click)="review(e)">
|
||||
<mat-icon>rate_review</mat-icon>
|
||||
Review
|
||||
</button>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<mat-paginator
|
||||
[length]="entries.length"
|
||||
[pageSize]="pageSize"
|
||||
[pageSizeOptions]="pageSizeOptions"
|
||||
[pageIndex]="pageIndex"
|
||||
showFirstLastButtons
|
||||
(page)="onPageChange($event)"
|
||||
></mat-paginator>
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,215 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
|
||||
import { MatDialog } from '@angular/material/dialog';
|
||||
import { MatNativeDateModule } from '@angular/material/core';
|
||||
import { MatDatepickerModule } from '@angular/material/datepicker';
|
||||
import { catchError } from 'rxjs/operators';
|
||||
import { of } from 'rxjs';
|
||||
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { AuthenticationService } from 'app/core/authentication/authentication.service';
|
||||
import { DdsApprovalReviewComponent } from './dds-approval-review/dds-approval-review.component';
|
||||
|
||||
/**
|
||||
* Approval Center › DDS Approvals: every DDS entry waiting on a checker, in the clerk's terms - what
|
||||
* it does, on which accounts, for how much - and, once approved, the voucher it moved under.
|
||||
*
|
||||
* Laid out like Disbursement & Transfers beside it, and sharing its styles, so the two queues read the
|
||||
* same way. The entries are the platform's own maker-checker entries; approving one here carries it out.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-approvals',
|
||||
templateUrl: './dds-approvals.component.html',
|
||||
styleUrls: ['../../tasks/checker-inbox-and-tasks-tabs/disbursement-requests/disbursement-requests.component.scss'],
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatIconModule,
|
||||
MatPaginatorModule,
|
||||
MatNativeDateModule,
|
||||
MatDatepickerModule
|
||||
]
|
||||
})
|
||||
export class DdsApprovalsComponent implements OnInit {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private settingsService = inject(SettingsService);
|
||||
private authenticationService = inject(AuthenticationService);
|
||||
private dialog = inject(MatDialog);
|
||||
|
||||
entries: any[] = [];
|
||||
pageSize = 20;
|
||||
pageIndex = 0;
|
||||
readonly pageSizeOptions = [
|
||||
10,
|
||||
20,
|
||||
50
|
||||
];
|
||||
|
||||
/** The page of entries on screen. */
|
||||
get pagedEntries(): any[] {
|
||||
const start = this.pageIndex * this.pageSize;
|
||||
return this.entries.slice(start, start + this.pageSize);
|
||||
}
|
||||
|
||||
onPageChange(event: PageEvent): void {
|
||||
this.pageSize = event.pageSize;
|
||||
this.pageIndex = event.pageIndex;
|
||||
}
|
||||
filterStatus = 'PENDING';
|
||||
fromDate: Date | null = null;
|
||||
toDate: Date | null = null;
|
||||
maxDate!: Date;
|
||||
activePreset = 'today';
|
||||
loading = false;
|
||||
loaded = false;
|
||||
|
||||
readonly currentUserId = this.authenticationService.getCredentials()?.userId;
|
||||
|
||||
readonly statusOptions = [
|
||||
{ value: 'PENDING', label: 'Pending' },
|
||||
{ value: 'APPROVED', label: 'Approved' },
|
||||
{ value: 'REJECTED', label: 'Rejected' }
|
||||
];
|
||||
|
||||
readonly datePresets = [
|
||||
{ key: 'today', label: 'Today' },
|
||||
{ key: 'week', label: 'This Week' },
|
||||
{ key: 'month', label: 'This Month' },
|
||||
{ key: 'all', label: 'All' }
|
||||
];
|
||||
|
||||
ngOnInit(): void {
|
||||
const today = new Date(this.settingsService.businessDate || new Date());
|
||||
today.setHours(0, 0, 0, 0);
|
||||
this.maxDate = today;
|
||||
this.applyPreset('today');
|
||||
}
|
||||
|
||||
load(): void {
|
||||
this.loading = true;
|
||||
this.organizationService
|
||||
.getDdsApprovals(this.filterStatus, this.isoDate(this.fromDate), this.isoDate(this.toDate))
|
||||
.pipe(catchError(() => of([])))
|
||||
.subscribe((rows: any) => {
|
||||
this.entries = Array.isArray(rows) ? rows : [];
|
||||
this.pageIndex = 0;
|
||||
this.loading = false;
|
||||
this.loaded = true;
|
||||
});
|
||||
}
|
||||
|
||||
onFilterChange(): void {
|
||||
this.load();
|
||||
}
|
||||
|
||||
onFromDateChange(): void {
|
||||
this.activePreset = '';
|
||||
if (this.fromDate && this.toDate && this.fromDate > this.toDate) {
|
||||
this.toDate = new Date(this.fromDate);
|
||||
}
|
||||
this.load();
|
||||
}
|
||||
|
||||
onToDateChange(): void {
|
||||
this.activePreset = '';
|
||||
this.load();
|
||||
}
|
||||
|
||||
applyPreset(key: string): void {
|
||||
this.activePreset = key;
|
||||
const today = new Date(this.settingsService.businessDate || new Date());
|
||||
today.setHours(0, 0, 0, 0);
|
||||
if (key === 'today') {
|
||||
this.fromDate = new Date(today);
|
||||
this.toDate = new Date(today);
|
||||
} else if (key === 'week') {
|
||||
const start = new Date(today);
|
||||
start.setDate(today.getDate() - today.getDay());
|
||||
this.fromDate = start;
|
||||
this.toDate = new Date(today);
|
||||
} else if (key === 'month') {
|
||||
this.fromDate = new Date(today.getFullYear(), today.getMonth(), 1);
|
||||
this.toDate = new Date(today);
|
||||
} else {
|
||||
this.fromDate = null;
|
||||
this.toDate = null;
|
||||
}
|
||||
this.load();
|
||||
}
|
||||
|
||||
review(entry: any): void {
|
||||
this.dialog
|
||||
.open(DdsApprovalReviewComponent, { data: { entry, currentUserId: this.currentUserId }, autoFocus: false })
|
||||
.afterClosed()
|
||||
// However the dialog was closed - its Close button, a click outside, Esc - the list is read
|
||||
// again, so an entry just approved or rejected leaves the Pending list at once.
|
||||
.subscribe(() => this.load());
|
||||
}
|
||||
|
||||
/** Whose entry it is - a checker cannot pass their own. */
|
||||
isMine(entry: any): boolean {
|
||||
return !!this.currentUserId && Number(entry.makerId) === Number(this.currentUserId);
|
||||
}
|
||||
|
||||
statusClass(status: string): string {
|
||||
const map: Record<string, string> = {
|
||||
PENDING: 'wri-status--pending',
|
||||
APPROVED: 'wri-status--approved',
|
||||
REJECTED: 'wri-status--rejected'
|
||||
};
|
||||
return map[status] ?? '';
|
||||
}
|
||||
|
||||
typeColor(entry: any): string {
|
||||
const map: Record<string, string> = {
|
||||
Transfer: '#e3f2fd',
|
||||
'Apply Receipt': '#fce4ec'
|
||||
};
|
||||
if (String(entry.type).startsWith('Premature')) {
|
||||
return '#fff3e0';
|
||||
}
|
||||
if (String(entry.type).startsWith('Maturity')) {
|
||||
return '#e8f5e9';
|
||||
}
|
||||
if (String(entry.type).startsWith('Post')) {
|
||||
return '#ede7f6';
|
||||
}
|
||||
return map[entry.type] ?? '#f5f5f5';
|
||||
}
|
||||
|
||||
formatDateTime(val: any): string {
|
||||
if (!val) {
|
||||
return '—';
|
||||
}
|
||||
const d = new Date(String(val).replace(' ', 'T'));
|
||||
return isNaN(d.getTime())
|
||||
? String(val)
|
||||
: d.toLocaleString('en-IN', {
|
||||
day: '2-digit',
|
||||
month: 'short',
|
||||
year: 'numeric',
|
||||
hour: '2-digit',
|
||||
minute: '2-digit'
|
||||
});
|
||||
}
|
||||
|
||||
private isoDate(d: Date | null): string | undefined {
|
||||
if (!d) {
|
||||
return undefined;
|
||||
}
|
||||
return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,33 @@
|
||||
<!--
|
||||
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="dr-container">
|
||||
<div class="dr-header">
|
||||
<button mat-stroked-button [routerLink]="['../']" class="dr-back">
|
||||
<i class="fas fa-arrow-left"></i> Deposits
|
||||
</button>
|
||||
<h2 class="dr-header__title">DDS Reports</h2>
|
||||
</div>
|
||||
|
||||
@for (group of reportGroups; track group.title) {
|
||||
<div class="dr-group">
|
||||
<div class="dr-group__title">{{ group.title }}</div>
|
||||
<div class="dr-grid">
|
||||
@for (report of group.reports; track report) {
|
||||
<a class="dr-card" [routerLink]="['view', report]">
|
||||
<div class="dr-card__icon">
|
||||
<i class="fas fa-file-alt"></i>
|
||||
</div>
|
||||
<div class="dr-card__title">{{ report }}</div>
|
||||
<i class="fas fa-chevron-right dr-card__arrow"></i>
|
||||
</a>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,97 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
$primary: #0f766e;
|
||||
|
||||
.dr-container {
|
||||
max-width: 1080px;
|
||||
margin: 0 auto;
|
||||
padding: 24px 16px;
|
||||
}
|
||||
|
||||
.dr-header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 16px;
|
||||
margin-bottom: 24px;
|
||||
|
||||
&__title {
|
||||
margin: 0;
|
||||
font-size: 22px;
|
||||
font-weight: 500;
|
||||
}
|
||||
}
|
||||
|
||||
.dr-back {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
.dr-group {
|
||||
margin-bottom: 24px;
|
||||
|
||||
&__title {
|
||||
font-size: 13px;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.05em;
|
||||
color: $primary;
|
||||
font-weight: 700;
|
||||
margin-bottom: 10px;
|
||||
}
|
||||
}
|
||||
|
||||
.dr-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(3, 1fr);
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.dr-card {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
background: var(--md-sys-color-surface, #fff);
|
||||
border: 1px solid rgb(0 0 0 / 8%);
|
||||
border-radius: 8px;
|
||||
padding: 12px 14px;
|
||||
text-decoration: none;
|
||||
color: inherit;
|
||||
transition: box-shadow 0.15s ease;
|
||||
|
||||
&:hover {
|
||||
box-shadow: 0 2px 8px rgb(0 0 0 / 10%);
|
||||
}
|
||||
|
||||
&__icon {
|
||||
color: $primary;
|
||||
font-size: 16px;
|
||||
flex: none;
|
||||
}
|
||||
|
||||
&__title {
|
||||
flex: 1;
|
||||
font-size: 13px;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
&__arrow {
|
||||
color: rgb(0 0 0 / 30%);
|
||||
font-size: 12px;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 900px) {
|
||||
.dr-grid {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 600px) {
|
||||
.dr-grid {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,73 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component } from '@angular/core';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/**
|
||||
* DDS Reports hub component.
|
||||
*
|
||||
* Lists every DDS report from the legacy Reports menu, grouped the same
|
||||
* way (As-On-Date, Interest, Daily/Balance/Master, Transaction). Each
|
||||
* links to the shared report viewer, parameterised by report name.
|
||||
*
|
||||
* UI only for now: no report actually queries the backend yet — see
|
||||
* ReportViewerComponent.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-reports',
|
||||
templateUrl: './dds-reports.component.html',
|
||||
styleUrls: ['./dds-reports.component.scss'],
|
||||
imports: [...STANDALONE_SHARED_IMPORTS]
|
||||
})
|
||||
export class DdsReportsComponent {
|
||||
reportGroups = [
|
||||
{
|
||||
title: 'As On Date',
|
||||
reports: [
|
||||
'Supplementary-DDS (As On)',
|
||||
'Agent Check List',
|
||||
'Party Check List-As On',
|
||||
'Party Balance',
|
||||
'Agent Wise Balance',
|
||||
'Agent Wise Monthly Collection',
|
||||
'Commission Register',
|
||||
'Collection Summary Agent Wise',
|
||||
'Close Party Ac Register',
|
||||
'Agent Partywise Daily Collection',
|
||||
'Daily Collection Balance',
|
||||
'Interest Certificate',
|
||||
'Mature Date Wise Report'
|
||||
]
|
||||
},
|
||||
{
|
||||
title: 'Interest',
|
||||
reports: [
|
||||
'Party Int. Register',
|
||||
'Commission Register'
|
||||
]
|
||||
},
|
||||
{
|
||||
title: 'Daily / Balance / Master',
|
||||
reports: [
|
||||
'Daily Collection Report',
|
||||
'Balance Summary',
|
||||
'Master Data Export'
|
||||
]
|
||||
},
|
||||
{
|
||||
title: 'Transaction',
|
||||
reports: ['Transaction Register']
|
||||
},
|
||||
{
|
||||
title: 'Statements',
|
||||
reports: ['Agent Commission Statement']
|
||||
}
|
||||
];
|
||||
}
|
||||
@@ -0,0 +1,148 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="rv-container">
|
||||
<div class="rv-header">
|
||||
<button mat-stroked-button [routerLink]="['../../']" class="rv-back">
|
||||
<i class="fas fa-arrow-left"></i> DDS Reports
|
||||
</button>
|
||||
<h2 class="rv-header__title">{{ reportName }}</h2>
|
||||
</div>
|
||||
|
||||
<div class="rv-card">
|
||||
<form [formGroup]="filterForm">
|
||||
<!-- Only the filters this report's query actually reads are offered. One that changed nothing
|
||||
would read as a report ignoring what it was asked. -->
|
||||
@if (!hasNoFilters) {
|
||||
<div class="rv-grid">
|
||||
@if (usesDate) {
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>{{ dateLabel }} — from</mat-label>
|
||||
<input matInput required [matDatepicker]="fromPicker" formControlName="fromDate" />
|
||||
<mat-datepicker-toggle matIconSuffix [for]="fromPicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #fromPicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>{{ dateLabel }} — to</mat-label>
|
||||
<input matInput required [matDatepicker]="toPicker" formControlName="toDate" />
|
||||
<mat-datepicker-toggle matIconSuffix [for]="toPicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #toPicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
@if (usesAgent) {
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>Agent From</mat-label>
|
||||
<input matInput type="number" formControlName="agentFrom" />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>Agent To</mat-label>
|
||||
<input matInput type="number" formControlName="agentTo" />
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
@if (usesParty) {
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>Party From</mat-label>
|
||||
<input matInput type="number" formControlName="partyFrom" />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="outline" class="rv-field">
|
||||
<mat-label>Party To</mat-label>
|
||||
<input matInput type="number" formControlName="partyTo" />
|
||||
</mat-form-field>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="rv-action-bar">
|
||||
<button mat-raised-button type="button" (click)="exit()">Exit</button>
|
||||
<!-- A report with nothing to fill in has already run itself; the button then only offers to
|
||||
fetch the figures again, which is what it is called. -->
|
||||
<button mat-raised-button color="primary" type="button" [disabled]="filterForm.invalid" (click)="runReport()">
|
||||
<i class="fas" [class.fa-play]="!hasNoFilters" [class.fa-rotate-right]="hasNoFilters"></i>
|
||||
{{ hasNoFilters ? 'Refresh' : 'Run Report' }}
|
||||
</button>
|
||||
</div>
|
||||
|
||||
@if (hasRun) {
|
||||
<div class="rv-results">
|
||||
@if (!available) {
|
||||
<p class="rv-empty">{{ unavailableMessage }}</p>
|
||||
} @else if (rows.length === 0) {
|
||||
<p class="rv-empty">No rows matched these filters.</p>
|
||||
} @else {
|
||||
<!-- Laid out as the legacy statement printed it: a heading naming the report and the
|
||||
period, numbered rows, and a total under every money column. -->
|
||||
<div class="rv-statement">
|
||||
<div class="rv-statement__head">
|
||||
<h3 class="rv-statement__title">{{ reportName }}</h3>
|
||||
@if (usesDate) {
|
||||
<p class="rv-statement__period">
|
||||
{{ dateLabel | lowercase }} {{ ranFromDate | dateFormat }} and
|
||||
{{ ranToDate | dateFormat }}
|
||||
</p>
|
||||
} @else {
|
||||
<p class="rv-statement__period">as on {{ ranOnDate | dateFormat }}</p>
|
||||
}
|
||||
<button mat-stroked-button type="button" class="rv-print" (click)="print()">
|
||||
<i class="fas fa-print"></i> Print
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="rv-table-scroll">
|
||||
<table class="rv-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="rv-sr">#</th>
|
||||
@for (column of columns; track column) {
|
||||
<th [class.rv-num]="isAmountColumn(column)">{{ column }}</th>
|
||||
}
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (row of rows; track $index) {
|
||||
<tr>
|
||||
<td class="rv-sr">{{ $index + 1 }}</td>
|
||||
@for (column of columns; track column) {
|
||||
<td [class.rv-num]="isAmountColumn(column)">{{ cell(row, column) }}</td>
|
||||
}
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
@if (hasTotalledColumn) {
|
||||
<tfoot>
|
||||
<tr>
|
||||
<td class="rv-sr"></td>
|
||||
@for (column of columns; track column; let first = $first) {
|
||||
<td [class.rv-num]="isAmountColumn(column)">
|
||||
@if (first) {
|
||||
Total :
|
||||
} @else if (isTotalledColumn(column)) {
|
||||
{{ columnTotal(column) }}
|
||||
}
|
||||
</td>
|
||||
}
|
||||
</tr>
|
||||
</tfoot>
|
||||
}
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<p class="rv-statement__count">
|
||||
{{ rows.length }} {{ rows.length === 1 ? 'row' : 'rows' }}
|
||||
</p>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
@@ -0,0 +1,190 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
$primary: #0f766e;
|
||||
|
||||
.rv-container {
|
||||
max-width: 1100px;
|
||||
margin: 0 auto;
|
||||
padding: 24px 16px;
|
||||
}
|
||||
|
||||
.rv-header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 16px;
|
||||
margin-bottom: 20px;
|
||||
|
||||
&__title {
|
||||
margin: 0;
|
||||
font-size: 22px;
|
||||
font-weight: 500;
|
||||
}
|
||||
}
|
||||
|
||||
.rv-back {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
.rv-card {
|
||||
background: var(--md-sys-color-surface, #fff);
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
|
||||
padding: 20px 24px 24px;
|
||||
}
|
||||
|
||||
.rv-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(3, 1fr);
|
||||
gap: 8px 16px;
|
||||
}
|
||||
|
||||
.rv-field {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.rv-action-bar {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 12px;
|
||||
margin-top: 20px;
|
||||
padding-top: 16px;
|
||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||
}
|
||||
|
||||
.rv-results {
|
||||
margin-top: 20px;
|
||||
padding-top: 16px;
|
||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||
}
|
||||
|
||||
.rv-empty {
|
||||
color: rgb(0 0 0 / 50%);
|
||||
font-size: 14px;
|
||||
margin: 0;
|
||||
text-align: center;
|
||||
padding: 24px 0;
|
||||
}
|
||||
|
||||
.rv-table-scroll {
|
||||
overflow-x: auto;
|
||||
}
|
||||
|
||||
.rv-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
white-space: nowrap;
|
||||
|
||||
th {
|
||||
text-align: left;
|
||||
font-size: 13px;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
padding: 8px 10px;
|
||||
border-bottom: 2px solid rgb(0 0 0 / 10%);
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 8px 10px;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 6%);
|
||||
}
|
||||
|
||||
/* Figures line up column-wise so a wrong order of magnitude is visible at a glance. */
|
||||
.rv-num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
/* The row number down the left, as the printed statement carried it. */
|
||||
.rv-sr {
|
||||
width: 1%;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
font-style: italic;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
tfoot td {
|
||||
border-bottom: none;
|
||||
border-top: 2px solid rgb(0 0 0 / 20%);
|
||||
font-weight: 600;
|
||||
padding-top: 10px;
|
||||
}
|
||||
}
|
||||
|
||||
/* ---- the statement block: heading, table, footer count ---- */
|
||||
|
||||
.rv-action-bar i {
|
||||
margin-right: 6px;
|
||||
}
|
||||
|
||||
.rv-statement__head {
|
||||
display: flex;
|
||||
align-items: baseline;
|
||||
flex-wrap: wrap;
|
||||
gap: 4px 12px;
|
||||
margin-bottom: 14px;
|
||||
}
|
||||
|
||||
.rv-statement__title {
|
||||
margin: 0;
|
||||
font-size: 17px;
|
||||
font-weight: 600;
|
||||
flex: 0 0 auto;
|
||||
}
|
||||
|
||||
.rv-statement__period {
|
||||
margin: 0;
|
||||
font-size: 13px;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.rv-print {
|
||||
margin-left: auto;
|
||||
|
||||
i {
|
||||
margin-right: 6px;
|
||||
}
|
||||
}
|
||||
|
||||
.rv-statement__count {
|
||||
margin: 10px 0 0;
|
||||
font-size: 12px;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
text-align: right;
|
||||
}
|
||||
|
||||
/* Printing a statement should give the statement, not the screen around it. */
|
||||
@media print {
|
||||
.rv-header,
|
||||
.rv-grid,
|
||||
.rv-action-bar,
|
||||
.rv-print {
|
||||
display: none !important;
|
||||
}
|
||||
|
||||
.rv-card {
|
||||
box-shadow: none;
|
||||
padding: 0;
|
||||
}
|
||||
|
||||
.rv-table-scroll {
|
||||
overflow-x: visible;
|
||||
}
|
||||
|
||||
.rv-table {
|
||||
white-space: normal;
|
||||
font-size: 11px;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 900px) {
|
||||
.rv-grid {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,346 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { ActivatedRoute, Router } from '@angular/router';
|
||||
import { UntypedFormBuilder, UntypedFormGroup, Validators } from '@angular/forms';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/** Custom Services */
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
|
||||
/**
|
||||
* Generic DDS report viewer.
|
||||
*
|
||||
* One shared screen for all 13+ DDS reports — the report name comes from
|
||||
* the route and is mapped to a backend report key. Every report in the
|
||||
* legacy system shared the same basic filter shape (date, agent range,
|
||||
* party range), so this avoids building a bespoke screen per report - the
|
||||
* backend returns a generic {columns, rows} shape this renders as one
|
||||
* table regardless of which report it is.
|
||||
*
|
||||
* One legacy report (Close Party Ac Register) has no corresponding data in
|
||||
* the backend yet - Party accounts have no closed/open status at all. Run
|
||||
* Report still calls through, and the backend's `available: false` +
|
||||
* message is shown instead of a table.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-dds-report-viewer',
|
||||
templateUrl: './report-viewer.component.html',
|
||||
styleUrls: ['./report-viewer.component.scss'],
|
||||
imports: [...STANDALONE_SHARED_IMPORTS]
|
||||
})
|
||||
export class ReportViewerComponent implements OnInit {
|
||||
private route = inject(ActivatedRoute);
|
||||
private router = inject(Router);
|
||||
private formBuilder = inject(UntypedFormBuilder);
|
||||
private organizationService = inject(OrganizationService);
|
||||
private dateUtils = inject(Dates);
|
||||
|
||||
private static readonly REPORT_KEYS: Record<string, string> = {
|
||||
'Supplementary-DDS (As On)': 'SUPPLEMENTARY_DDS',
|
||||
'Agent Check List': 'AGENT_CHECK_LIST',
|
||||
'Party Check List-As On': 'PARTY_CHECK_LIST',
|
||||
'Party Balance': 'PARTY_BALANCE',
|
||||
'Agent Wise Balance': 'AGENT_WISE_BALANCE',
|
||||
'Agent Wise Monthly Collection': 'AGENT_WISE_MONTHLY_COLLECTION',
|
||||
'Commission Register': 'COMMISSION_REGISTER',
|
||||
'Collection Summary Agent Wise': 'COLLECTION_SUMMARY_AGENT_WISE',
|
||||
'Close Party Ac Register': 'CLOSE_PARTY_AC_REGISTER',
|
||||
'Agent Partywise Daily Collection': 'AGENT_PARTYWISE_DAILY_COLLECTION',
|
||||
'Daily Collection Balance': 'DAILY_COLLECTION_REPORT',
|
||||
'Interest Certificate': 'INTEREST_CERTIFICATE',
|
||||
'Mature Date Wise Report': 'MATURE_DATE_WISE',
|
||||
'Party Int. Register': 'PARTY_INTEREST_REGISTER',
|
||||
'Daily Collection Report': 'DAILY_COLLECTION_REPORT',
|
||||
'Balance Summary': 'BALANCE_SUMMARY',
|
||||
'Master Data Export': 'MASTER_DATA_EXPORT',
|
||||
'Transaction Register': 'TRANSACTION_REGISTER',
|
||||
'Agent Commission Statement': 'AGENT_COMMISSION_STATEMENT'
|
||||
};
|
||||
|
||||
/**
|
||||
* Which filters each report actually uses, and what its date range means.
|
||||
*
|
||||
* Every report used to be offered the same six filters whether it read them or not — so a date
|
||||
* range could be typed on the Agent Check List, which has no date in its query at all, and the
|
||||
* same rows would come back however it was set. A filter that changes nothing is worse than no
|
||||
* filter: it reads as a report that ignores what it was asked.
|
||||
*
|
||||
* Kept in step with the backend by hand; the source of truth is the switch in
|
||||
* `DdsReportReadPlatformServiceImpl.runReport`.
|
||||
*/
|
||||
private static readonly REPORT_FILTERS: Record<string, { date?: string; agent?: boolean; party?: boolean }> = {
|
||||
AGENT_CHECK_LIST: {},
|
||||
PARTY_CHECK_LIST: { agent: true, party: true },
|
||||
PARTY_BALANCE: { agent: true, party: true },
|
||||
AGENT_WISE_BALANCE: { agent: true },
|
||||
BALANCE_SUMMARY: { agent: true, party: true },
|
||||
MASTER_DATA_EXPORT: { agent: true, party: true },
|
||||
|
||||
AGENT_WISE_MONTHLY_COLLECTION: { date: 'Collected between', agent: true },
|
||||
COLLECTION_SUMMARY_AGENT_WISE: { date: 'Collected between', agent: true },
|
||||
DAILY_COLLECTION_REPORT: { date: 'Collected between', agent: true },
|
||||
AGENT_PARTYWISE_DAILY_COLLECTION: { date: 'Collected between', agent: true, party: true },
|
||||
SUPPLEMENTARY_DDS: { date: 'Collected between', agent: true, party: true },
|
||||
|
||||
COMMISSION_REGISTER: { date: 'Posted between', agent: true },
|
||||
AGENT_COMMISSION_STATEMENT: { date: 'Posted between' },
|
||||
PARTY_INTEREST_REGISTER: { date: 'Posted between', party: true },
|
||||
INTEREST_CERTIFICATE: { date: 'Interest earned between', agent: true, party: true },
|
||||
|
||||
TRANSACTION_REGISTER: { date: 'Transacted between', agent: true, party: true },
|
||||
CLOSE_PARTY_AC_REGISTER: { date: 'Closed between', agent: true, party: true },
|
||||
MATURE_DATE_WISE: { date: 'Maturing between', agent: true, party: true }
|
||||
};
|
||||
|
||||
reportName: string = this.route.snapshot.paramMap.get('reportName') || 'Report';
|
||||
|
||||
hasRun = false;
|
||||
available = true;
|
||||
unavailableMessage = '';
|
||||
columns: string[] = [];
|
||||
rows: Array<Record<string, any>> = [];
|
||||
|
||||
/** The range the rows on screen were actually fetched for — not whatever the filter says now. */
|
||||
ranFromDate: Date | null = null;
|
||||
ranToDate: Date | null = null;
|
||||
|
||||
/** When a report carries no date range, the moment it was run is what dates its figures. */
|
||||
ranOnDate: Date | null = null;
|
||||
|
||||
private static readonly MONEY = new Intl.NumberFormat('en-IN', {
|
||||
minimumFractionDigits: 2,
|
||||
maximumFractionDigits: 2
|
||||
});
|
||||
|
||||
private static readonly DATE = new Intl.DateTimeFormat('en-GB', {
|
||||
day: '2-digit',
|
||||
month: '2-digit',
|
||||
year: 'numeric'
|
||||
});
|
||||
|
||||
/**
|
||||
* One cell, rendered the way a printed statement shows it.
|
||||
*
|
||||
* Dates arrive from the platform as `[yyyy, m, d]` and numbers as raw decimals, so printing them
|
||||
* as they come gives "2026,9,2" and "10052.6" — unreadable on a statement someone checks figures
|
||||
* against. Amounts get Indian grouping and two decimals; identifiers that merely look numeric
|
||||
* (account numbers, codes) are left alone, since grouping them would corrupt them.
|
||||
*/
|
||||
cell(row: Record<string, any>, column: string): string {
|
||||
const value = row[column];
|
||||
|
||||
if (value === null || value === undefined || value === '') {
|
||||
return '—';
|
||||
}
|
||||
if (Array.isArray(value) && value.length >= 3) {
|
||||
return ReportViewerComponent.DATE.format(new Date(value[0], value[1] - 1, value[2]));
|
||||
}
|
||||
if (this.isAmountColumn(column) && typeof value === 'number') {
|
||||
return ReportViewerComponent.MONEY.format(value);
|
||||
}
|
||||
return String(value);
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether a column holds money, and so should be right-aligned with two decimals.
|
||||
*
|
||||
* Decided from the column's name rather than its values: a count column and an account-number
|
||||
* column are both numbers, and neither reads as an amount.
|
||||
*/
|
||||
isAmountColumn(column: string): boolean {
|
||||
const name = column.toLowerCase();
|
||||
|
||||
// Ruled out first, because several of these also contain a money word: a rate is a percentage,
|
||||
// "Total Accounts" is a count that happens to say total, and an account number is an identifier
|
||||
// that would be corrupted by grouping.
|
||||
//
|
||||
// "agents" is matched exactly rather than as a substring: the two count columns are named
|
||||
// "Total Agents" and "Active Agents", but "Cash With Agents" and "Commission Due To Agents"
|
||||
// are money, and a substring test swept those two up and printed them ungrouped.
|
||||
//
|
||||
// A "type" column names a kind, never a quantity — "Interest Type" holds the word "Interest",
|
||||
// which is enough for the money test below to claim it and put a meaningless total under it.
|
||||
if (
|
||||
name.includes('a/c no') ||
|
||||
name.includes('code') ||
|
||||
name.includes('rate') ||
|
||||
name.includes('%') ||
|
||||
name.includes('count') ||
|
||||
name.includes('entries') ||
|
||||
name.includes('accounts') ||
|
||||
name === 'total agents' ||
|
||||
name === 'active agents' ||
|
||||
name.includes('type') ||
|
||||
name.includes('pan')
|
||||
) {
|
||||
return false;
|
||||
}
|
||||
|
||||
return (
|
||||
name.includes('amount') ||
|
||||
name.includes('balance') ||
|
||||
name.includes('collect') ||
|
||||
name.includes('commission') ||
|
||||
name.includes('deduction') ||
|
||||
name.includes('deposit') ||
|
||||
name.includes('advance') ||
|
||||
name.includes('interest') ||
|
||||
name.includes('tds') ||
|
||||
name.includes('total') ||
|
||||
name.includes('diff') ||
|
||||
name.includes('cash') ||
|
||||
name.includes('debit') ||
|
||||
name.includes('credit') ||
|
||||
name.includes('settled') ||
|
||||
name.includes('shortfall') ||
|
||||
name.includes('due')
|
||||
);
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether a total under this column would mean anything.
|
||||
*
|
||||
* Not every amount is worth adding up. A "Balance After" on a transaction register is the running
|
||||
* balance *at that moment*, so its column holds several snapshots of the same account at different
|
||||
* times — summing them produces a figure that corresponds to nothing, and a reader would sooner or
|
||||
* later try to reconcile it against something.
|
||||
*
|
||||
* A plain balance on a listing report is different: there each row is one account's position at
|
||||
* one moment, and the sum is the real "total held", which is exactly what a branch wants to see.
|
||||
*/
|
||||
isTotalledColumn(column: string): boolean {
|
||||
if (!this.isAmountColumn(column)) {
|
||||
return false;
|
||||
}
|
||||
return !column.toLowerCase().includes('balance after');
|
||||
}
|
||||
|
||||
/** The figure printed under a column, as the legacy statement's "Total :" row does. */
|
||||
columnTotal(column: string): string {
|
||||
const sum = this.rows.reduce((running, row) => {
|
||||
const value = row[column];
|
||||
return running + (typeof value === 'number' ? value : 0);
|
||||
}, 0);
|
||||
return ReportViewerComponent.MONEY.format(sum);
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether to print a Total row at all.
|
||||
*
|
||||
* A single-row report is already its own total - Balance Summary is one line of figures for the
|
||||
* whole scheme, and repeating it underneath itself only invites the reader to look for a difference
|
||||
* between the two.
|
||||
*/
|
||||
get hasTotalledColumn(): boolean {
|
||||
return this.rows.length > 1 && this.columns.some((column) => this.isTotalledColumn(column));
|
||||
}
|
||||
|
||||
print(): void {
|
||||
window.print();
|
||||
}
|
||||
|
||||
filterForm: UntypedFormGroup = this.formBuilder.group({
|
||||
fromDate: [''],
|
||||
toDate: [''],
|
||||
agentFrom: [1],
|
||||
agentTo: [99999],
|
||||
partyFrom: [1],
|
||||
partyTo: [99999999]
|
||||
});
|
||||
|
||||
private get filters(): { date?: string; agent?: boolean; party?: boolean } {
|
||||
return ReportViewerComponent.REPORT_FILTERS[ReportViewerComponent.REPORT_KEYS[this.reportName]] ?? {};
|
||||
}
|
||||
|
||||
/** True when this report's query actually reads a date range - only then is one asked for. */
|
||||
get usesDate(): boolean {
|
||||
return !!this.filters.date;
|
||||
}
|
||||
|
||||
/** What this report's date range means, e.g. "Posted between" rather than a bare "From Date". */
|
||||
get dateLabel(): string {
|
||||
return this.filters.date ?? '';
|
||||
}
|
||||
|
||||
get usesAgent(): boolean {
|
||||
return !!this.filters.agent;
|
||||
}
|
||||
|
||||
get usesParty(): boolean {
|
||||
return !!this.filters.party;
|
||||
}
|
||||
|
||||
/** True when this report takes no filters at all, so there is nothing for anyone to fill in. */
|
||||
get hasNoFilters(): boolean {
|
||||
return !this.usesDate && !this.usesAgent && !this.usesParty;
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
// A date is required exactly for the reports that read one, so a report without dates can be run
|
||||
// straight away instead of demanding two values it will ignore.
|
||||
if (this.usesDate) {
|
||||
this.filterForm.get('fromDate')?.setValidators([Validators.required]);
|
||||
this.filterForm.get('toDate')?.setValidators([Validators.required]);
|
||||
this.filterForm.get('fromDate')?.updateValueAndValidity();
|
||||
this.filterForm.get('toDate')?.updateValueAndValidity();
|
||||
}
|
||||
|
||||
// Nothing to narrow it by means nothing to decide, so the report simply opens showing its
|
||||
// figures. Making someone press Run on an empty form asks a question with only one answer.
|
||||
if (this.hasNoFilters) {
|
||||
this.runReport();
|
||||
}
|
||||
}
|
||||
|
||||
runReport(): void {
|
||||
const reportKey = ReportViewerComponent.REPORT_KEYS[this.reportName];
|
||||
if (!reportKey) {
|
||||
return;
|
||||
}
|
||||
const raw = this.filterForm.getRawValue();
|
||||
|
||||
// Only what this report reads is sent. The backend defaults the rest to the full range, so a
|
||||
// report that ignores a filter is never handed a value that looks like it was applied.
|
||||
const params: Record<string, any> = {};
|
||||
if (this.usesDate) {
|
||||
params['fromDate'] = this.dateUtils.getDate(raw.fromDate);
|
||||
params['toDate'] = this.dateUtils.getDate(raw.toDate);
|
||||
}
|
||||
if (this.usesAgent) {
|
||||
params['agentFrom'] = raw.agentFrom;
|
||||
params['agentTo'] = raw.agentTo;
|
||||
}
|
||||
if (this.usesParty) {
|
||||
params['partyFrom'] = raw.partyFrom;
|
||||
params['partyTo'] = raw.partyTo;
|
||||
}
|
||||
|
||||
this.organizationService
|
||||
.runDdsReport(reportKey, params)
|
||||
.subscribe((result: any) => {
|
||||
this.available = result.available;
|
||||
this.unavailableMessage = result.message || '';
|
||||
this.columns = result.columns || [];
|
||||
this.rows = result.rows || [];
|
||||
// Captured here so the printed heading names the range these rows came from, and does not
|
||||
// silently change if the filter is edited without re-running.
|
||||
this.ranFromDate = raw.fromDate;
|
||||
this.ranToDate = raw.toDate;
|
||||
this.ranOnDate = new Date();
|
||||
this.hasRun = true;
|
||||
});
|
||||
}
|
||||
|
||||
exit(): void {
|
||||
this.router.navigate(['../../'], { relativeTo: this.route });
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,11 @@
|
||||
{
|
||||
"folders": [
|
||||
{
|
||||
"path": "../../../../../../CBS-Backend"
|
||||
},
|
||||
{
|
||||
"path": "../../../../.."
|
||||
}
|
||||
],
|
||||
"settings": {}
|
||||
}
|
||||
@@ -0,0 +1,49 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Observable, forkJoin, of } from 'rxjs';
|
||||
import { catchError, map } from 'rxjs/operators';
|
||||
import { ClientsService } from 'app/clients/clients.service';
|
||||
|
||||
/**
|
||||
* Finds clients by name whatever case the officer types it in.
|
||||
*
|
||||
* The platform's name filter matches anywhere in the name but only in the exact case typed, so
|
||||
* "sneha" finds nobody while "Sneha" finds Ms. Sneha Iyer. Names are stored capitalised, so the term
|
||||
* is tried as typed, capitalised word by word, and in upper and lower case, and the results merged.
|
||||
* Done here rather than by changing the platform's search, which every other screen relies on.
|
||||
*/
|
||||
export function searchClientsAnyCase(clientsService: ClientsService, term: string, officeId?: any): Observable<any[]> {
|
||||
const variants = Array.from(
|
||||
new Set([
|
||||
term,
|
||||
term.toLowerCase().replace(/(^|[\s.])(\p{L})/gu, (_match, lead, letter) => lead + letter.toUpperCase()),
|
||||
term.toUpperCase(),
|
||||
term.toLowerCase()
|
||||
])
|
||||
);
|
||||
return forkJoin(
|
||||
variants.map((variant) =>
|
||||
clientsService.getFilteredClients('displayName', 'ASC', false, variant, officeId).pipe(
|
||||
map((response: any) => {
|
||||
const found = response?.pageItems || response || [];
|
||||
return Array.isArray(found) ? found : [];
|
||||
}),
|
||||
catchError(() => of([]))
|
||||
)
|
||||
)
|
||||
).pipe(
|
||||
map((lists: any[][]) => {
|
||||
const byId = new Map<number, any>();
|
||||
for (const client of lists.flat()) {
|
||||
byId.set(client.id, client);
|
||||
}
|
||||
return Array.from(byId.values()).sort((a, b) => String(a.displayName).localeCompare(String(b.displayName)));
|
||||
})
|
||||
);
|
||||
}
|
||||
File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,526 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
$primary: #0f766e;
|
||||
|
||||
.pm-container {
|
||||
// Wider than the usual form page: the extra width is what keeps this many fields off a
|
||||
// second screen.
|
||||
max-width: 1280px;
|
||||
margin: 0 auto;
|
||||
padding: 12px 16px 20px;
|
||||
}
|
||||
|
||||
.pm-header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 14px;
|
||||
margin-bottom: 10px;
|
||||
|
||||
&__title {
|
||||
margin: 0;
|
||||
font-size: 18px;
|
||||
font-weight: 500;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-back {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
.pm-card {
|
||||
background: var(--md-sys-color-surface, #fff);
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 2px 8px rgb(0 0 0 / 8%);
|
||||
}
|
||||
|
||||
.pm-tabs {
|
||||
::ng-deep .mat-mdc-tab-body-wrapper {
|
||||
min-height: 300px;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-tab-content {
|
||||
padding: 20px 24px;
|
||||
}
|
||||
|
||||
.pm-section {
|
||||
padding: 16px 0;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 8%);
|
||||
|
||||
&:last-of-type {
|
||||
border-bottom: none;
|
||||
}
|
||||
|
||||
&__header {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
// The subtitle sits beside the title where there is room and drops below it where there is not.
|
||||
flex-wrap: wrap;
|
||||
gap: 2px 10px;
|
||||
margin-bottom: 16px;
|
||||
|
||||
i {
|
||||
color: $primary;
|
||||
}
|
||||
|
||||
h3 {
|
||||
margin: 0;
|
||||
font-size: 16px;
|
||||
font-weight: 600;
|
||||
// Held at its natural width: letting it shrink breaks a two-word heading onto three lines.
|
||||
flex: 0 0 auto;
|
||||
white-space: nowrap;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.pm-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(4, 1fr);
|
||||
gap: 2px 18px;
|
||||
align-items: start;
|
||||
}
|
||||
|
||||
/*
|
||||
* Label to the left of its field, the way the screen this replaces laid them out. A stacked label
|
||||
* costs a whole row of height per field, and with 60-odd fields that is the difference between an
|
||||
* operator seeing the form at once and scrolling through three screens of it.
|
||||
*/
|
||||
.pm-f {
|
||||
display: grid;
|
||||
grid-template-columns: 104px minmax(0, 1fr);
|
||||
align-items: start;
|
||||
column-gap: 7px;
|
||||
|
||||
&--wide {
|
||||
grid-column: span 2;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-f-lbl {
|
||||
font-size: 11.5px;
|
||||
line-height: 1.25;
|
||||
text-align: right;
|
||||
color: rgb(0 0 0 / 68%);
|
||||
padding-top: 7px;
|
||||
|
||||
// Required marker, in the same red the legacy screen used.
|
||||
b {
|
||||
color: #c1121f;
|
||||
font-weight: 400;
|
||||
margin-left: 2px;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-field {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.pm-checkbox-field {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
height: 56px;
|
||||
}
|
||||
|
||||
.pm-radio-group {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 16px;
|
||||
height: 56px;
|
||||
}
|
||||
|
||||
.pm-add-nominee {
|
||||
color: $primary;
|
||||
height: fit-content;
|
||||
align-self: center;
|
||||
}
|
||||
|
||||
/*
|
||||
* The running total of the shares entered, beside the button that adds another. Reads as ordinary
|
||||
* text while the split still adds up and turns to the warning colour when it does not, so the clerk
|
||||
* sees the state of the whole nomination without having to try to save it.
|
||||
*/
|
||||
.pm-share-total {
|
||||
align-self: center;
|
||||
margin-left: 12px;
|
||||
font-size: 13px;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
}
|
||||
|
||||
.pm-share-total-bad {
|
||||
color: #b3261e;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.pm-empty {
|
||||
color: rgb(0 0 0 / 50%);
|
||||
font-size: 14px;
|
||||
margin: 0 0 8px;
|
||||
}
|
||||
|
||||
/*
|
||||
* One nominee, laid out as fields that wrap rather than columns that must all fit.
|
||||
*
|
||||
* A fixed column per field only works while the count is fixed, and it is not - the Share % field
|
||||
* appears and disappears with the split mode, and a tenth column pushed the remove button onto a
|
||||
* line of its own. Each field instead states the width it needs to stay readable and the row breaks
|
||||
* where it runs out of space, so nothing is squeezed and nothing is orphaned.
|
||||
*/
|
||||
.pm-nominee-row {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 4px 12px;
|
||||
align-items: start;
|
||||
padding: 12px 0;
|
||||
border-top: 1px dashed rgb(0 0 0 / 10%);
|
||||
|
||||
&:first-of-type {
|
||||
border-top: none;
|
||||
}
|
||||
|
||||
/* Names and addresses need room; a date, Yes/No or a percentage does not. */
|
||||
.pm-f {
|
||||
flex: 1 1 170px;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
.pm-f--date {
|
||||
flex: 0 1 140px;
|
||||
}
|
||||
|
||||
.pm-f--tight {
|
||||
flex: 0 1 100px;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-remove-nominee {
|
||||
color: #b91c1c;
|
||||
margin-top: 8px;
|
||||
}
|
||||
|
||||
.pm-action-bar {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 12px;
|
||||
padding: 16px 24px;
|
||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||
}
|
||||
|
||||
.pm-callout {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
margin: 0 24px;
|
||||
padding: 12px 16px;
|
||||
background: rgb(185 28 28 / 8%);
|
||||
border: 1px solid rgb(185 28 28 / 25%);
|
||||
border-radius: 6px;
|
||||
color: #b91c1c;
|
||||
font-size: 0.9rem;
|
||||
}
|
||||
|
||||
@media (width <= 1000px) {
|
||||
.pm-grid {
|
||||
grid-template-columns: repeat(2, 1fr);
|
||||
}
|
||||
|
||||
}
|
||||
|
||||
/* Resolved name shown under a Client / Agent / Guardian id, as the legacy screen did in red. */
|
||||
.pm-hint--found {
|
||||
color: #15803d;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.pm-hint--missing {
|
||||
color: #b91c1c;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/* Explains why a block of fields is absent, so the screen does not just look unfinished. */
|
||||
.pm-note {
|
||||
margin: 4px 0 0;
|
||||
font-size: 0.8rem;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
font-style: italic;
|
||||
}
|
||||
|
||||
.pm-closed-badge {
|
||||
margin-left: 12px;
|
||||
padding: 3px 11px;
|
||||
border-radius: 11px;
|
||||
font-size: 0.72rem;
|
||||
font-weight: 500;
|
||||
background: rgb(0 0 0 / 7%);
|
||||
color: rgb(0 0 0 / 60%);
|
||||
}
|
||||
|
||||
/* Says whose details a block of fields is for, so the screen explains itself. */
|
||||
.pm-section__sub {
|
||||
flex: 1 1 auto;
|
||||
min-width: 0;
|
||||
font-size: 0.78rem;
|
||||
font-weight: 400;
|
||||
line-height: 1.45;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.pm-search-ic {
|
||||
color: rgb(0 0 0 / 38%);
|
||||
font-size: 0.85rem;
|
||||
}
|
||||
|
||||
/*
|
||||
* Money reads right to left, so a column of figures only lines up when it is right-aligned; the
|
||||
* tabular figures keep every digit the same width so the decimal points stack.
|
||||
*/
|
||||
input.pm-money {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
/* One row of a Client / Sub Type search list: the id, the name, and where it belongs. */
|
||||
.pm-opt {
|
||||
display: flex;
|
||||
align-items: baseline;
|
||||
gap: 10px;
|
||||
overflow: hidden;
|
||||
}
|
||||
|
||||
/* The "there are more" footer row. Quieter than a real option, since it is not one. */
|
||||
.pm-opt-more {
|
||||
font-size: 0.75rem;
|
||||
font-style: italic;
|
||||
opacity: 0.75;
|
||||
}
|
||||
|
||||
.pm-opt-id {
|
||||
flex: 0 0 auto;
|
||||
min-width: 52px;
|
||||
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||
font-size: 0.78rem;
|
||||
color: var(--pl-accent, #b45309);
|
||||
}
|
||||
|
||||
/*
|
||||
The name is the reason the row exists, so it gets whatever width is going and is the last thing
|
||||
to be cut. Before this the branch was fixed-width and the name carried the ellipsis, so in the
|
||||
narrow panel every customer read as a single letter.
|
||||
*/
|
||||
|
||||
.pm-opt-main {
|
||||
flex: 1 1 auto;
|
||||
min-width: 8rem;
|
||||
overflow: hidden;
|
||||
text-overflow: ellipsis;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.pm-opt-sub {
|
||||
flex: 0 1 auto;
|
||||
min-width: 0;
|
||||
overflow: hidden;
|
||||
text-overflow: ellipsis;
|
||||
white-space: nowrap;
|
||||
font-size: 0.75rem;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
}
|
||||
|
||||
/*
|
||||
* Dense data-entry layout.
|
||||
*
|
||||
* The screen this replaces fitted the whole form on one page - an officer opening accounts all day
|
||||
* reads it at a glance and never scrolls. Material's default field height and spacing turn the same
|
||||
* 56 fields into three screens' worth, so the whole card is tightened: shorter fields, smaller type,
|
||||
* and just enough room under each field for the hint that names the client or agent it resolved.
|
||||
*/
|
||||
/*
|
||||
* With the label moved outside, the box only has to hold the value - so it loses the height Material
|
||||
* reserves for a floating label, and the form fits a screen instead of three.
|
||||
*/
|
||||
.pm-card {
|
||||
::ng-deep {
|
||||
.mat-mdc-form-field {
|
||||
font-size: 12.5px;
|
||||
}
|
||||
|
||||
.mat-mdc-form-field-infix {
|
||||
min-height: 26px;
|
||||
padding-top: 3px !important;
|
||||
padding-bottom: 3px !important;
|
||||
border-top: 0;
|
||||
}
|
||||
|
||||
.mat-mdc-text-field-wrapper {
|
||||
padding-left: 8px;
|
||||
padding-right: 8px;
|
||||
}
|
||||
|
||||
.mat-mdc-input-element,
|
||||
.mat-mdc-select-value-text {
|
||||
font-size: 12.5px;
|
||||
}
|
||||
|
||||
// Room for one line of hint - the resolved client/agent name that confirms the right record.
|
||||
.mat-mdc-form-field-subscript-wrapper {
|
||||
height: 14px;
|
||||
min-height: 14px;
|
||||
}
|
||||
|
||||
.mat-mdc-form-field-hint {
|
||||
font-size: 10.5px;
|
||||
line-height: 14px;
|
||||
}
|
||||
|
||||
// Suffix icons and the datepicker toggle default to a 48px touch target, which reopens all the
|
||||
// height just saved.
|
||||
.mat-mdc-icon-button.mat-mdc-button-base {
|
||||
width: 26px;
|
||||
height: 26px;
|
||||
padding: 3px;
|
||||
}
|
||||
|
||||
.mat-mdc-form-field-icon-suffix {
|
||||
padding-left: 2px;
|
||||
|
||||
.mat-datepicker-toggle svg {
|
||||
width: 15px;
|
||||
height: 15px;
|
||||
}
|
||||
}
|
||||
|
||||
.mat-mdc-tab-body-wrapper {
|
||||
min-height: 0;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.pm-tab-content {
|
||||
padding: 8px 16px;
|
||||
}
|
||||
|
||||
/*
|
||||
* Blocks drawn the way the screen this replaces drew them: a hairline between groups of fields,
|
||||
* with the group's name as a quiet caption above it rather than a heading bar of its own. An
|
||||
* operator who has filled this form a hundred times navigates by field position; one filling their
|
||||
* first still gets told which block is which.
|
||||
*/
|
||||
.pm-section {
|
||||
padding: 8px 0 2px;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 11%);
|
||||
|
||||
&__header {
|
||||
margin-bottom: 6px;
|
||||
gap: 0 10px;
|
||||
|
||||
// Decoration the legacy screen did without, and the row is tighter for losing it.
|
||||
i {
|
||||
display: none;
|
||||
}
|
||||
|
||||
h3 {
|
||||
font-size: 11px;
|
||||
font-weight: 700;
|
||||
letter-spacing: 0.07em;
|
||||
text-transform: uppercase;
|
||||
color: $primary;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
.pm-section__sub {
|
||||
font-size: 0.72rem;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
}
|
||||
|
||||
.pm-grid {
|
||||
gap: 0 12px;
|
||||
}
|
||||
|
||||
.pm-checkbox-field,
|
||||
.pm-radio-group {
|
||||
height: 28px;
|
||||
|
||||
::ng-deep label {
|
||||
font-size: 12.5px;
|
||||
}
|
||||
}
|
||||
|
||||
// The nominee grid is its own row of fields, so its labels sit above rather than beside - there is
|
||||
// no room for a label column eight fields across.
|
||||
.pm-nominee-row {
|
||||
gap: 0 10px;
|
||||
padding: 3px 0;
|
||||
|
||||
.pm-f {
|
||||
grid-template-columns: minmax(0, 1fr);
|
||||
row-gap: 1px;
|
||||
}
|
||||
|
||||
.pm-f-lbl {
|
||||
text-align: left;
|
||||
padding-top: 0;
|
||||
font-size: 10.5px;
|
||||
}
|
||||
}
|
||||
|
||||
.pm-note {
|
||||
margin: 0;
|
||||
font-size: 0.74rem;
|
||||
}
|
||||
|
||||
.pm-action-bar {
|
||||
padding: 10px 18px;
|
||||
}
|
||||
|
||||
/*
|
||||
The customer's real deposit account. Not a form field - nothing here is typed, it is what the
|
||||
bank's books say - so it reads as a fact rather than sitting in an input box pretending to be one.
|
||||
*/
|
||||
.pm-account {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 2px;
|
||||
padding: 3px 0;
|
||||
min-height: 26px;
|
||||
justify-content: center;
|
||||
}
|
||||
|
||||
.pm-account-no {
|
||||
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||
font-size: 0.85rem;
|
||||
letter-spacing: 0.02em;
|
||||
}
|
||||
|
||||
.pm-account-meta {
|
||||
font-size: 0.75rem;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.pm-account-live {
|
||||
color: #15803d;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/* Said plainly: this party has no account behind it, which is a real gap, not a blank field. */
|
||||
.pm-account-missing {
|
||||
font-size: 0.75rem;
|
||||
font-style: italic;
|
||||
color: #9b2c2c;
|
||||
}
|
||||
|
||||
/*
|
||||
Something the branch has to do, rather than something that has gone wrong - so it reads as an
|
||||
instruction in the warning colour, not an error in red like the closed-account notice.
|
||||
*/
|
||||
.pm-callout--action {
|
||||
background: rgb(180 83 9 / 8%);
|
||||
border-color: rgb(180 83 9 / 25%);
|
||||
color: #b45309;
|
||||
}
|
||||
File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,166 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<div class="pl-root">
|
||||
<div class="pl-header">
|
||||
<div class="pl-header-left">
|
||||
<div class="pl-header-ic"><fa-icon icon="clipboard-check"></fa-icon></div>
|
||||
<div class="pl-header-text">
|
||||
<h2>Accounts Due for Closure</h2>
|
||||
<p>Matured DDS accounts still open — pay the customer, then close the account.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="pl-header-right">
|
||||
<button class="pl-create-btn" type="button" [routerLink]="['/accounts/dds']">
|
||||
<fa-icon icon="arrow-left"></fa-icon>
|
||||
<span>Party Master</span>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (!loading && parties.length > 0) {
|
||||
<div class="pl-kpis">
|
||||
<div class="pl-kpi pl-kpi--purple" matTooltip="Matured accounts still open, at either step">
|
||||
<div class="pl-kpi-ic"><fa-icon icon="clipboard-check"></fa-icon></div>
|
||||
<div>
|
||||
<div class="pl-kpi-n">{{ parties.length | number }}</div>
|
||||
<div class="pl-kpi-l">Outstanding</div>
|
||||
</div>
|
||||
</div>
|
||||
<div
|
||||
class="pl-kpi pl-kpi--teal"
|
||||
matTooltip="Money the bank is holding on matured accounts it has not yet paid out"
|
||||
>
|
||||
<div class="pl-kpi-ic"><fa-icon icon="wallet"></fa-icon></div>
|
||||
<div>
|
||||
<div class="pl-kpi-n">{{ totalPayable | number: '1.2-2' }}</div>
|
||||
<div class="pl-kpi-l">Still to Pay</div>
|
||||
</div>
|
||||
</div>
|
||||
<!-- Already paid, waiting only on the close. Separated because it is the quicker half of the
|
||||
list and needs no customer to be reached. -->
|
||||
@if (awaitingCloseCount > 0) {
|
||||
<div class="pl-kpi pl-kpi--blue" matTooltip="Paid out in full — these only need closing">
|
||||
<div class="pl-kpi-ic"><fa-icon icon="check"></fa-icon></div>
|
||||
<div>
|
||||
<div class="pl-kpi-n">{{ awaitingCloseCount | number }}</div>
|
||||
<div class="pl-kpi-l">Ready to Close</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="pl-card">
|
||||
@if (loading) {
|
||||
<div class="pl-empty"><p>Loading…</p></div>
|
||||
} @else if (parties.length === 0) {
|
||||
<!-- An empty list here is good news, so it says so rather than looking like a failed load. -->
|
||||
<div class="pl-empty">
|
||||
<div class="pl-empty-ic dfc-empty-ic"><fa-icon icon="check"></fa-icon></div>
|
||||
<h3>Nothing to close</h3>
|
||||
<p>No DDS account has matured and been left open. Every matured account has been paid out and closed.</p>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="pl-table-wrap">
|
||||
<table class="pl-table dfc-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Party</th>
|
||||
<th>Customer</th>
|
||||
<th>Collected By</th>
|
||||
<th>Matured On</th>
|
||||
<th class="num">Payable</th>
|
||||
<th class="num">Action</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (party of parties; track party.id) {
|
||||
<tr class="pl-row">
|
||||
<td>
|
||||
<div class="pl-product-meta">
|
||||
<div class="pl-product-name">{{ party.partyCode }}</div>
|
||||
<div class="pl-product-sub dfc-account">{{ party.accountNo || party.savingsAccountNo || '—' }}</div>
|
||||
</div>
|
||||
</td>
|
||||
<td>{{ party.partyName }}</td>
|
||||
<td>
|
||||
<div class="pl-product-meta">
|
||||
<div class="pl-product-name">{{ party.agentName || '—' }}</div>
|
||||
<div class="pl-product-sub">{{ party.agentCode }}</div>
|
||||
</div>
|
||||
</td>
|
||||
<td>
|
||||
<div class="pl-product-meta">
|
||||
<div class="pl-product-name">{{ party.maturityDate | dateFormat }}</div>
|
||||
<!-- How long the bank has been holding it. A maturity from months back is a
|
||||
different problem from yesterday's, and the date alone does not say so. -->
|
||||
<div class="pl-product-sub" [class.dfc-stale]="daysOverdue(party) > 30">
|
||||
{{ daysOverdue(party) }} {{ daysOverdue(party) === 1 ? 'day' : 'days' }} ago
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="num">
|
||||
@if (awaitingPayout(party)) {
|
||||
<strong>{{ party.currentBalance | number: '1.2-2' }}</strong>
|
||||
} @else {
|
||||
<!-- Paid. Shown as words rather than 0.00 so a settled account is not mistaken for
|
||||
one that was never collected on. -->
|
||||
<span class="dfc-paid">Paid out</span>
|
||||
}
|
||||
</td>
|
||||
<td class="num">
|
||||
<!--
|
||||
Two steps, and an account stays on this list through both: pay the customer, then
|
||||
close. The officer sees the balance fall to nil before closing, so nothing is
|
||||
closed on a payment nobody checked.
|
||||
-->
|
||||
@if (heldUnderLien(party)) {
|
||||
<!--
|
||||
Pledged against a loan. Offering Pay Out here would only be refused by the
|
||||
server, so the row says why instead — the deposit is the bank's security until
|
||||
the borrowing against it is cleared.
|
||||
-->
|
||||
<span
|
||||
class="dfc-lien"
|
||||
[matTooltip]="
|
||||
(party.amountHeldUnderLien | number: '1.2-2') +
|
||||
' is pledged against a loan. It is paid out once the loan is repaid and the lien released.'
|
||||
"
|
||||
>
|
||||
<fa-icon icon="lock"></fa-icon>
|
||||
<span>Held under lien</span>
|
||||
</span>
|
||||
} @else if (awaitingPayout(party)) {
|
||||
<button
|
||||
type="button"
|
||||
class="pl-action-btn pl-action-btn--edit"
|
||||
(click)="payOut(party)"
|
||||
matTooltip="Pay this money out to the customer"
|
||||
>
|
||||
<fa-icon icon="wallet"></fa-icon><span>Pay Out</span>
|
||||
</button>
|
||||
} @else {
|
||||
<button
|
||||
type="button"
|
||||
class="pl-action-btn dfc-close-btn"
|
||||
(click)="closeAccount(party)"
|
||||
matTooltip="The money has gone out — close this account"
|
||||
>
|
||||
<fa-icon icon="check"></fa-icon><span>Close Account</span>
|
||||
</button>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
@@ -0,0 +1,97 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
@use 'assets/styles/product-list' as pl;
|
||||
|
||||
@include pl.product-list-styles;
|
||||
|
||||
/* An empty list here means the work is done, so the mark is the reassuring colour, not the grey one. */
|
||||
.dfc-empty-ic {
|
||||
color: #15803d;
|
||||
}
|
||||
|
||||
.dfc-account {
|
||||
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||
font-size: 0.75rem;
|
||||
}
|
||||
|
||||
/*
|
||||
* A maturity the bank has been sitting on for over a month. Called out because the date alone reads
|
||||
* the same whether it passed yesterday or in the spring, and the two are not the same problem.
|
||||
*/
|
||||
.dfc-stale {
|
||||
color: #b45309;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/*
|
||||
* An account whose money has already gone out. Words rather than 0.00, so a settled account is not
|
||||
* read as one that was never collected on - both would show the same figure.
|
||||
*/
|
||||
.dfc-paid {
|
||||
color: #15803d;
|
||||
font-weight: 600;
|
||||
font-size: 0.78rem;
|
||||
}
|
||||
|
||||
/*
|
||||
* The close action. Green rather than the list's usual blue because it is the step that finishes the
|
||||
* account, and it only ever appears on a row already paid.
|
||||
*/
|
||||
.dfc-close-btn {
|
||||
color: #15803d;
|
||||
border-color: rgb(21 128 61 / 30%);
|
||||
background: rgb(21 128 61 / 6%);
|
||||
|
||||
&:hover {
|
||||
background: rgb(21 128 61 / 12%);
|
||||
border-color: rgb(21 128 61 / 45%);
|
||||
}
|
||||
}
|
||||
|
||||
/*
|
||||
* A deposit pledged against a loan. Not a button, because there is nothing for the clerk to do here
|
||||
* until the loan is cleared — showing one would only lead to a refusal.
|
||||
*/
|
||||
.dfc-lien {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
padding: 4px 10px;
|
||||
border: 1px solid rgb(90 74 156 / 30%);
|
||||
border-radius: 4px;
|
||||
background: rgb(90 74 156 / 8%);
|
||||
color: #5a4a9c;
|
||||
font-size: 0.78rem;
|
||||
font-weight: 600;
|
||||
cursor: help;
|
||||
}
|
||||
|
||||
/* Plain table rather than mat-table: this list is short by design and needs no sort or paging. */
|
||||
.dfc-table {
|
||||
th,
|
||||
td {
|
||||
padding: 10px 14px;
|
||||
text-align: left;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 6%);
|
||||
}
|
||||
|
||||
th {
|
||||
font-size: 0.72rem;
|
||||
font-weight: 600;
|
||||
letter-spacing: 0.04em;
|
||||
text-transform: uppercase;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
background: rgb(0 0 0 / 2%);
|
||||
}
|
||||
|
||||
.num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,214 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { MatDialog } from '@angular/material/dialog';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/** Custom Services */
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
import { AlertService } from 'app/core/alert/alert.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
|
||||
/** Custom Components */
|
||||
import { PayoutDialogComponent } from '../payout-dialog/payout-dialog.component';
|
||||
import { ConfirmationDialogComponent } from 'app/shared/confirmation-dialog/confirmation-dialog.component';
|
||||
|
||||
/**
|
||||
* The DDS accounts whose term has run out and which are still open - the branch's list of closures
|
||||
* waiting to be done.
|
||||
*
|
||||
* A list of work, not a report. Nothing closes itself: a matured account is money the bank now owes
|
||||
* the customer, and where it goes has to be agreed with them, so each one waits here until an
|
||||
* officer deals with it. Before this existed the maturity date simply passed and nobody was told -
|
||||
* the bank held the money and the customer had to think to ask for it.
|
||||
*
|
||||
* Two steps, not one, and an account stays on this list through both:
|
||||
*
|
||||
* balance owing pay it out - to another account of theirs, or into matured-deposits payable
|
||||
* balance nil paid; close it
|
||||
*
|
||||
* Splitting them is what a branch actually does. The officer pays, sees the balance fall to nil and
|
||||
* the money land where it was meant to, and only then closes. One click doing both would close
|
||||
* accounts whose payment nobody had checked, and a closed account is far harder to put right.
|
||||
*
|
||||
* Oldest maturity first, because that is the one the bank has been holding longest.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-due-for-closure',
|
||||
templateUrl: './due-for-closure.component.html',
|
||||
styleUrls: ['./due-for-closure.component.scss'],
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
FaIconComponent
|
||||
]
|
||||
})
|
||||
export class DueForClosureComponent implements OnInit {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private dialog = inject(MatDialog);
|
||||
private alertService = inject(AlertService);
|
||||
private settingsService = inject(SettingsService);
|
||||
private dateUtils = inject(Dates);
|
||||
|
||||
parties: any[] = [];
|
||||
loading = true;
|
||||
|
||||
ngOnInit(): void {
|
||||
this.load();
|
||||
}
|
||||
|
||||
private load(): void {
|
||||
this.loading = true;
|
||||
this.organizationService.getPartiesDueForClosure().subscribe({
|
||||
next: (parties: any) => {
|
||||
this.parties = Array.isArray(parties) ? parties : parties?.pageItems || [];
|
||||
this.loading = false;
|
||||
},
|
||||
error: () => {
|
||||
this.parties = [];
|
||||
this.loading = false;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** What the bank is holding in total across every matured account still open. */
|
||||
get totalPayable(): number {
|
||||
return this.parties.reduce((sum, party) => sum + Number(party.currentBalance || 0), 0);
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether this one is still waiting on its payment. Anything left on the account is the customer's
|
||||
* money, so it is paid before the account can be closed.
|
||||
*/
|
||||
awaitingPayout(party: any): boolean {
|
||||
return Number(party.currentBalance || 0) > 0;
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether this deposit is standing as security for a loan.
|
||||
*
|
||||
* The term has ended and the money is owed, but it cannot leave while it is pledged - so the row
|
||||
* says so rather than offering a Pay Out the server would refuse. A customer who needed cash before
|
||||
* their term ended borrowed against the deposit instead of breaking it; the deposit is paid when
|
||||
* that loan is cleared.
|
||||
*/
|
||||
heldUnderLien(party: any): boolean {
|
||||
return Number(party.amountHeldUnderLien || 0) > 0;
|
||||
}
|
||||
|
||||
/** How many are already paid and now only need closing - the quicker half of the list. */
|
||||
get awaitingCloseCount(): number {
|
||||
return this.parties.filter((party) => !this.awaitingPayout(party)).length;
|
||||
}
|
||||
|
||||
/**
|
||||
* How long the bank has been sitting on this one. Shown because a maturity from three months ago
|
||||
* is a different problem from one from yesterday, and the list alone would not say so.
|
||||
*/
|
||||
daysOverdue(party: any): number {
|
||||
const matured = this.toDate(party.maturityDate);
|
||||
if (!matured) {
|
||||
return 0;
|
||||
}
|
||||
return Math.max(0, Math.floor((Date.now() - matured.getTime()) / 86400000));
|
||||
}
|
||||
|
||||
/** The API sends dates as [year, month, day]; month is 1-based there and 0-based in Date. */
|
||||
private toDate(value: any): Date | null {
|
||||
if (Array.isArray(value) && value.length >= 3) {
|
||||
return new Date(value[0], value[1] - 1, value[2]);
|
||||
}
|
||||
return value ? new Date(value) : null;
|
||||
}
|
||||
|
||||
payOut(party: any): void {
|
||||
const dialogRef = this.dialog.open(PayoutDialogComponent, {
|
||||
data: party,
|
||||
width: '520px',
|
||||
autoFocus: false
|
||||
});
|
||||
|
||||
dialogRef.afterClosed().subscribe((payoutCommand: any) => {
|
||||
if (!payoutCommand) {
|
||||
return;
|
||||
}
|
||||
this.organizationService.payOutParty(party.id, payoutCommand).subscribe({
|
||||
next: (result: any) => {
|
||||
if (awaitingApproval(result)) {
|
||||
this.alertService.alert({
|
||||
type: 'Sent for Approval',
|
||||
message: `Payout of ${party.partyCode} is waiting for a manager's approval. Nothing has been paid yet.`
|
||||
});
|
||||
this.load();
|
||||
return;
|
||||
}
|
||||
this.alertService.alert({
|
||||
type: 'Party Paid Out',
|
||||
message: payoutCommand.toSavingsAccountNo
|
||||
? `${party.partyCode} paid into ${payoutCommand.toSavingsAccountNo} and the account is closed.`
|
||||
: `${party.partyCode} parked in Sundry in the customer's name and the account is closed.`
|
||||
});
|
||||
this.load();
|
||||
}
|
||||
// A refusal is shown by the platform's own error handler, which names the reason - repeating
|
||||
// it here would say the same thing twice.
|
||||
});
|
||||
});
|
||||
}
|
||||
|
||||
/**
|
||||
* Closes an account whose money has already gone out. The server refuses one still carrying a
|
||||
* balance, so this cannot close an account out from under an unpaid customer.
|
||||
*
|
||||
* Asked for first, because closing is the one step here with no way back.
|
||||
*/
|
||||
closeAccount(party: any): void {
|
||||
const confirmation = this.dialog.open(ConfirmationDialogComponent, {
|
||||
data: {
|
||||
heading: `Close ${party.partyCode}?`,
|
||||
dialogContext: `${party.partyName}'s account has been paid out in full and can be closed. It cannot be reopened.`,
|
||||
type: 'warn'
|
||||
}
|
||||
});
|
||||
|
||||
confirmation.afterClosed().subscribe((response: any) => {
|
||||
if (!response?.confirm) {
|
||||
return;
|
||||
}
|
||||
const dateFormat = this.settingsService.dateFormat;
|
||||
const locale = this.settingsService.language.code;
|
||||
this.organizationService
|
||||
.closeParty(party.id, {
|
||||
closeDate: this.dateUtils.formatDate(this.settingsService.businessDate || new Date(), dateFormat),
|
||||
dateFormat,
|
||||
locale
|
||||
})
|
||||
.subscribe({
|
||||
next: (result: any) => {
|
||||
this.alertService.alert(
|
||||
awaitingApproval(result)
|
||||
? {
|
||||
type: 'Sent for Approval',
|
||||
message: `Closing ${party.partyCode} is waiting for a manager's approval. It stays open until then.`
|
||||
}
|
||||
: { type: 'Party Closed', message: `${party.partyCode} is closed.` }
|
||||
);
|
||||
this.load();
|
||||
}
|
||||
});
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
/** Under maker-checker the command is only recorded - it has a command id but no resource yet. */
|
||||
function awaitingApproval(result: any): boolean {
|
||||
return !!result?.commandId && result?.resourceId == null;
|
||||
}
|
||||
@@ -0,0 +1,73 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<h2 mat-dialog-title class="nd-title">
|
||||
Nominees
|
||||
<span class="nd-party">{{ data.partyCode }} · {{ data.partyName }}</span>
|
||||
</h2>
|
||||
|
||||
<mat-dialog-content class="nd-body">
|
||||
@if (nominees.length === 0) {
|
||||
<p class="nd-empty">Nobody is nominated on this account.</p>
|
||||
} @else {
|
||||
<p class="nd-mode">
|
||||
@if (bySequence) {
|
||||
Paid in the order listed — the first named who can be found receives the deposit.
|
||||
} @else {
|
||||
Split by share of the deposit.
|
||||
}
|
||||
</p>
|
||||
|
||||
<table class="nd-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>@if (bySequence) { Order } @else { # }</th>
|
||||
<th>Name</th>
|
||||
<th>Relation</th>
|
||||
<th>Nominated</th>
|
||||
@if (!bySequence) {
|
||||
<th class="nd-num">Share</th>
|
||||
}
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (nominee of nominees; track nominee.id; let i = $index) {
|
||||
<tr>
|
||||
<!-- The stated order where there is one; otherwise just the position in the list. -->
|
||||
<td class="nd-seq">{{ nominee.sequenceNo ?? i + 1 }}</td>
|
||||
<td>
|
||||
{{ nominee.name }}
|
||||
@if (nominee.minor) {
|
||||
<span class="nd-minor">minor · guardian {{ nominee.guardianName || '—' }}</span>
|
||||
}
|
||||
</td>
|
||||
<td>{{ nominee.relation }}</td>
|
||||
<td>{{ nominee.nominationDate | dateFormat }}</td>
|
||||
@if (!bySequence) {
|
||||
<td class="nd-num">
|
||||
@if (nominee.sharePercent !== null && nominee.sharePercent !== undefined) {
|
||||
{{ nominee.sharePercent }}%
|
||||
} @else {
|
||||
—
|
||||
}
|
||||
</td>
|
||||
}
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
@if (shareWarning) {
|
||||
<p class="nd-warn">{{ shareWarning }}</p>
|
||||
}
|
||||
}
|
||||
</mat-dialog-content>
|
||||
|
||||
<mat-dialog-actions align="end">
|
||||
<button mat-raised-button color="primary" mat-dialog-close>Close</button>
|
||||
</mat-dialog-actions>
|
||||
@@ -0,0 +1,84 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
.nd-title {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 2px;
|
||||
margin-bottom: 0;
|
||||
}
|
||||
|
||||
.nd-party {
|
||||
font-size: 13px;
|
||||
font-weight: 400;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.nd-body {
|
||||
min-width: 420px;
|
||||
padding-top: 8px;
|
||||
}
|
||||
|
||||
.nd-mode {
|
||||
margin: 0 0 12px;
|
||||
font-size: 13px;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
}
|
||||
|
||||
.nd-empty {
|
||||
margin: 8px 0;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.nd-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 14px;
|
||||
|
||||
th {
|
||||
text-align: left;
|
||||
font-weight: 500;
|
||||
font-size: 12px;
|
||||
letter-spacing: 0.04em;
|
||||
text-transform: uppercase;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
padding: 0 8px 6px 0;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 10%);
|
||||
}
|
||||
|
||||
td {
|
||||
padding: 8px 8px 8px 0;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 6%);
|
||||
vertical-align: top;
|
||||
}
|
||||
}
|
||||
|
||||
/* Shares line up to be read down the column, not across the row. */
|
||||
.nd-num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
padding-right: 0;
|
||||
}
|
||||
|
||||
.nd-seq {
|
||||
width: 32px;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.nd-minor {
|
||||
display: block;
|
||||
font-size: 12px;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
}
|
||||
|
||||
.nd-warn {
|
||||
margin: 12px 0 0;
|
||||
font-size: 13px;
|
||||
color: #b3261e;
|
||||
}
|
||||
@@ -0,0 +1,82 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { MAT_DIALOG_DATA, MatDialogModule } from '@angular/material/dialog';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
|
||||
/** Custom Pipes */
|
||||
import { DateFormatPipe } from 'app/pipes/date-format.pipe';
|
||||
|
||||
/**
|
||||
* Who this account is nominated to, read without opening it for editing.
|
||||
*
|
||||
* A clerk asked "who is on this account" has one question, not an intention to change anything, and
|
||||
* the edit form answers it only after a load, a tab and a scroll - with every field live the whole
|
||||
* time. This states it and closes.
|
||||
*
|
||||
* What is shown follows the split the account was nominated under: a share per nominee under
|
||||
* Percentage, and the order they are paid in under Sequence, because that ordering is the whole of
|
||||
* what Sequence records.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-nominee-list-dialog',
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
DateFormatPipe
|
||||
],
|
||||
templateUrl: './nominee-list-dialog.component.html',
|
||||
styleUrls: ['./nominee-list-dialog.component.scss']
|
||||
})
|
||||
export class NomineeListDialogComponent {
|
||||
/** { partyCode, partyName, splitMode, nominees } */
|
||||
data = inject<any>(MAT_DIALOG_DATA);
|
||||
|
||||
get bySequence(): boolean {
|
||||
return this.data?.splitMode === 'Sequence';
|
||||
}
|
||||
|
||||
get nominees(): any[] {
|
||||
return this.data?.nominees || [];
|
||||
}
|
||||
|
||||
/**
|
||||
* What the shares come to. Shown only when it is not the whole deposit - a nomination recorded
|
||||
* before shares were captured reads as complete otherwise, and the remainder has nobody named
|
||||
* to receive it.
|
||||
*/
|
||||
get shareTotal(): number | null {
|
||||
if (this.bySequence) {
|
||||
return null;
|
||||
}
|
||||
const stated = this.nominees.filter((n) => n?.sharePercent !== null && n?.sharePercent !== undefined);
|
||||
if (stated.length === 0) {
|
||||
return null;
|
||||
}
|
||||
return stated.reduce((sum, n) => sum + Number(n.sharePercent || 0), 0);
|
||||
}
|
||||
|
||||
get shareWarning(): string | null {
|
||||
if (this.bySequence) {
|
||||
// Under Sequence the order is the whole of the nomination, so an order nobody stated is the
|
||||
// same gap a missing share is under Percentage.
|
||||
const stated = this.nominees.filter((n) => n?.sequenceNo !== null && n?.sequenceNo !== undefined);
|
||||
return stated.length === this.nominees.length ? null : 'No order was recorded against these nominees.';
|
||||
}
|
||||
const total = this.shareTotal;
|
||||
if (total === null) {
|
||||
return 'No shares were recorded against these nominees.';
|
||||
}
|
||||
return total === 100 ? null : `The shares come to ${total}%, not 100%.`;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,240 @@
|
||||
<!--
|
||||
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="pl-root">
|
||||
<div class="pl-header">
|
||||
<div class="pl-header-left">
|
||||
<div class="pl-header-ic"><fa-icon icon="users"></fa-icon></div>
|
||||
<div class="pl-header-text">
|
||||
<h2>Party Master</h2>
|
||||
<p>The DDS accounts on file — each one a customer collected from daily.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="pl-header-right">
|
||||
<div class="pl-count-chip" matTooltip="Total parties">
|
||||
<fa-icon icon="users"></fa-icon>
|
||||
<strong>{{ totalCount }}</strong>
|
||||
<span>{{ totalCount === 1 ? 'party' : 'parties' }}</span>
|
||||
</div>
|
||||
<button class="pl-create-btn" type="button" [routerLink]="['create']">
|
||||
<fa-icon icon="plus"></fa-icon>
|
||||
<span>Create Party</span>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!--
|
||||
Matured accounts still open. Money the bank owes a customer that nobody has been told about, so
|
||||
it is called out on the screen an officer already opens rather than left on a report they would
|
||||
have to think to run.
|
||||
-->
|
||||
@if (dueForClosureCount > 0) {
|
||||
<a class="pm-due-banner" [routerLink]="['dueforclosure']">
|
||||
<fa-icon icon="clipboard-check" class="pm-due-banner__ic"></fa-icon>
|
||||
<span class="pm-due-banner__text">
|
||||
<strong>{{ dueForClosureCount }}</strong>
|
||||
{{ dueForClosureCount === 1 ? 'account has' : 'accounts have' }} matured and
|
||||
{{ dueForClosureCount === 1 ? 'is' : 'are' }} still open —
|
||||
<!-- Nil once every one of them has been paid: what is left then is the closing, not the money. -->
|
||||
@if (dueForClosurePayable > 0) {
|
||||
<strong>{{ dueForClosurePayable | number: '1.2-2' }}</strong> still owed to customers.
|
||||
} @else {
|
||||
paid in full, waiting to be closed.
|
||||
}
|
||||
</span>
|
||||
<span class="pm-due-banner__cta"
|
||||
>Settle {{ dueForClosureCount === 1 ? 'it' : 'them' }} <fa-icon icon="arrow-right"></fa-icon
|
||||
></span>
|
||||
</a>
|
||||
}
|
||||
|
||||
<div class="pl-kpis">
|
||||
<div class="pl-kpi pl-kpi--blue">
|
||||
<div class="pl-kpi-ic"><fa-icon icon="users"></fa-icon></div>
|
||||
<div>
|
||||
<div class="pl-kpi-n">{{ activeCount | number }}</div>
|
||||
<div class="pl-kpi-l">Open Accounts</div>
|
||||
</div>
|
||||
</div>
|
||||
<div
|
||||
class="pl-kpi pl-kpi--purple"
|
||||
matTooltip="What the agents should collect between them on a full collection day"
|
||||
>
|
||||
<div class="pl-kpi-ic"><fa-icon icon="calendar-day"></fa-icon></div>
|
||||
<div>
|
||||
<div class="pl-kpi-n">{{ totalDailyDue | number: '1.2-2' }}</div>
|
||||
<div class="pl-kpi-l">Daily Collection Due</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="pl-kpi pl-kpi--teal" matTooltip="Every open account's running balance added up">
|
||||
<div class="pl-kpi-ic"><fa-icon icon="wallet"></fa-icon></div>
|
||||
<div>
|
||||
<div class="pl-kpi-n">{{ totalCurrentBalance | number: '1.2-2' }}</div>
|
||||
<div class="pl-kpi-l">Total Deposits Held</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="pl-card">
|
||||
<div class="pl-toolbar">
|
||||
<div class="pl-search">
|
||||
<fa-icon icon="search" class="pl-search-ic"></fa-icon>
|
||||
<input
|
||||
type="text"
|
||||
(input)="applyFilter($any($event.target).value)"
|
||||
placeholder="Search by code, name or agent…"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (totalCount === 0) {
|
||||
<div class="pl-empty">
|
||||
<div class="pl-empty-ic"><fa-icon icon="users"></fa-icon></div>
|
||||
<h3>No parties yet</h3>
|
||||
<p>Open one so an agent can start collecting daily deposits against it.</p>
|
||||
<button class="pl-create-btn" type="button" [routerLink]="['create']">
|
||||
<fa-icon icon="plus"></fa-icon>
|
||||
<span>Create Party</span>
|
||||
</button>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="pl-table-wrap">
|
||||
<table mat-table [dataSource]="dataSource" matSort class="pl-table">
|
||||
<ng-container matColumnDef="partyCode">
|
||||
<th mat-header-cell *matHeaderCellDef mat-sort-header>Party Code</th>
|
||||
<td mat-cell *matCellDef="let p">
|
||||
<div class="pl-product-cell">
|
||||
<div class="pl-product-icon"><fa-icon icon="user"></fa-icon></div>
|
||||
<div class="pl-product-meta">
|
||||
<div class="pl-product-name">{{ p.partyCode }}</div>
|
||||
<div class="pl-product-sub">{{ p.city || '—' }}</div>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="partyName">
|
||||
<th mat-header-cell *matHeaderCellDef mat-sort-header>Party Name</th>
|
||||
<td mat-cell *matCellDef="let p">{{ p.partyName }}</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="subType">
|
||||
<th mat-header-cell *matHeaderCellDef mat-sort-header>Sub Type</th>
|
||||
<td mat-cell *matCellDef="let p">
|
||||
<span class="pl-tag" [matTooltip]="p.subType">{{ p.subTypeDescription || p.subType }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="agentName">
|
||||
<th mat-header-cell *matHeaderCellDef mat-sort-header>Collected By</th>
|
||||
<td mat-cell *matCellDef="let p">
|
||||
<div class="pl-product-meta">
|
||||
<div class="pl-product-name">{{ p.agentName || '—' }}</div>
|
||||
<div class="pl-product-sub">{{ p.agentCode }}</div>
|
||||
</div>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<!--
|
||||
The customer's real deposit account. A party without one is money the bank's books do not
|
||||
know about, so it is called out rather than shown as a blank cell.
|
||||
-->
|
||||
<ng-container matColumnDef="savingsAccountNo">
|
||||
<th mat-header-cell *matHeaderCellDef>DDS Account</th>
|
||||
<td mat-cell *matCellDef="let p">
|
||||
@if (p.accountNo) {
|
||||
<div class="pl-product-meta">
|
||||
<div class="pm-list-account">{{ p.accountNo }}</div>
|
||||
<div class="pl-product-sub">{{ p.subTypeDescription || p.subType }}</div>
|
||||
</div>
|
||||
} @else if (p.savingsAccountNo) {
|
||||
<div class="pl-product-meta">
|
||||
<div class="pm-list-account">{{ p.savingsAccountNo }}</div>
|
||||
<div class="pl-product-sub">{{ p.savingsAccountStatus }}</div>
|
||||
</div>
|
||||
} @else {
|
||||
<span class="pm-list-no-account">Not opened</span>
|
||||
}
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="dailyDepositAmount">
|
||||
<th mat-header-cell *matHeaderCellDef mat-sort-header class="num">Daily Deposit</th>
|
||||
<td mat-cell *matCellDef="let p" class="num">{{ p.dailyDepositAmount | number: '1.2-2' }}</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="currentBalance">
|
||||
<th mat-header-cell *matHeaderCellDef mat-sort-header class="num">Current Balance</th>
|
||||
<td mat-cell *matCellDef="let p" class="num">
|
||||
<strong>{{ p.currentBalance | number: '1.2-2' }}</strong>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="status">
|
||||
<th mat-header-cell *matHeaderCellDef>Status</th>
|
||||
<td mat-cell *matCellDef="let p">
|
||||
<span class="pm-pill" [class.pm-pill--off]="p.status === 'CLOSED'">
|
||||
{{ p.status === 'CLOSED' ? 'Closed' : 'Active' }}
|
||||
</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="nominees">
|
||||
<th mat-header-cell *matHeaderCellDef>Nominees</th>
|
||||
<td mat-cell *matCellDef="let p">
|
||||
@if (nomineeCount(p) > 0) {
|
||||
<button
|
||||
type="button"
|
||||
class="pl-nominee-btn"
|
||||
(click)="showNominees(p)"
|
||||
matTooltip="See who this account is nominated to"
|
||||
>
|
||||
{{ nomineeCount(p) }} nominated
|
||||
</button>
|
||||
} @else {
|
||||
<span class="pl-muted">None</span>
|
||||
}
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<ng-container matColumnDef="actions">
|
||||
<th mat-header-cell *matHeaderCellDef class="num">Actions</th>
|
||||
<td mat-cell *matCellDef="let p" class="num">
|
||||
<button
|
||||
type="button"
|
||||
class="pl-action-btn pl-action-btn--edit"
|
||||
[routerLink]="[p.id, 'edit']"
|
||||
[matTooltip]="p.status === 'CLOSED' ? 'View this closed party' : 'Edit this party'"
|
||||
>
|
||||
<fa-icon [icon]="p.status === 'CLOSED' ? 'eye' : 'edit'"></fa-icon>
|
||||
<span>{{ p.status === 'CLOSED' ? 'View' : 'Edit' }}</span>
|
||||
</button>
|
||||
</td>
|
||||
</ng-container>
|
||||
|
||||
<tr mat-header-row *matHeaderRowDef="displayedColumns"></tr>
|
||||
<tr
|
||||
mat-row
|
||||
*matRowDef="let row; columns: displayedColumns"
|
||||
class="pl-row"
|
||||
[class.pm-row--closed]="row.status === 'CLOSED'"
|
||||
></tr>
|
||||
</table>
|
||||
|
||||
@if (filteredCount === 0 && totalCount > 0) {
|
||||
<div class="pl-no-match">
|
||||
<fa-icon icon="search"></fa-icon>
|
||||
<span>No parties match your filter.</span>
|
||||
</div>
|
||||
}
|
||||
|
||||
<mat-paginator [pageSizeOptions]="[10, 25, 50, 100]" [pageSize]="10" showFirstLastButtons></mat-paginator>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
@@ -0,0 +1,133 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
@use 'assets/styles/product-list' as pl;
|
||||
|
||||
@include pl.product-list-styles;
|
||||
|
||||
/* Party-specific amber accent */
|
||||
:host {
|
||||
--pl-accent: #b45309;
|
||||
--pl-accent-l: #fef3c7;
|
||||
}
|
||||
|
||||
/* A closed party stays listed - its collections and interest are still on the books. */
|
||||
.pm-row--closed td:not(.num) {
|
||||
opacity: 0.55;
|
||||
}
|
||||
|
||||
.pm-pill {
|
||||
display: inline-block;
|
||||
padding: 3px 11px;
|
||||
border-radius: 11px;
|
||||
font-size: 0.72rem;
|
||||
font-weight: 500;
|
||||
line-height: 1.7;
|
||||
background: #dcfce7;
|
||||
color: #15803d;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.pm-pill--off {
|
||||
background: rgb(0 0 0 / 7%);
|
||||
color: rgb(0 0 0 / 52%);
|
||||
}
|
||||
|
||||
/* The customer's real deposit account number, in the list. */
|
||||
.pm-list-account {
|
||||
font-family: ui-monospace, 'SF Mono', 'Cascadia Mono', monospace;
|
||||
font-size: 0.8rem;
|
||||
}
|
||||
|
||||
/*
|
||||
A party with no account behind it. Called out rather than left blank: the balance beside it is
|
||||
money the bank's own books have no record of, which is the thing worth noticing here.
|
||||
*/
|
||||
.pm-list-no-account {
|
||||
font-size: 0.75rem;
|
||||
font-style: italic;
|
||||
color: #9b2c2c;
|
||||
}
|
||||
|
||||
/*
|
||||
Matured accounts still open. Deliberately loud: it is money the bank owes a customer who has not
|
||||
been told, and every day it sits there is a day the bank is holding somebody else's money. Styled
|
||||
as a link to the work rather than a notice about it - reading it should be the same click as
|
||||
starting on it.
|
||||
*/
|
||||
.pm-due-banner {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
margin: 0 0 14px;
|
||||
padding: 12px 16px;
|
||||
background: rgb(180 83 9 / 8%);
|
||||
border: 1px solid rgb(180 83 9 / 28%);
|
||||
border-radius: 8px;
|
||||
color: #92400e;
|
||||
text-decoration: none;
|
||||
transition: background 0.15s ease;
|
||||
|
||||
&:hover {
|
||||
background: rgb(180 83 9 / 13%);
|
||||
}
|
||||
|
||||
&__ic {
|
||||
font-size: 1.05rem;
|
||||
flex: 0 0 auto;
|
||||
}
|
||||
|
||||
&__text {
|
||||
flex: 1 1 auto;
|
||||
font-size: 0.88rem;
|
||||
line-height: 1.45;
|
||||
}
|
||||
|
||||
&__cta {
|
||||
flex: 0 0 auto;
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
font-size: 0.82rem;
|
||||
font-weight: 600;
|
||||
white-space: nowrap;
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 700px) {
|
||||
.pm-due-banner {
|
||||
flex-wrap: wrap;
|
||||
}
|
||||
}
|
||||
|
||||
/*
|
||||
* The nominee count, which opens the list of names rather than the account itself.
|
||||
*
|
||||
* Styled as text that can be clicked rather than as a second action button: the row already has one
|
||||
* action, and a pair of equal-looking buttons would put "look at this" beside "change this" as
|
||||
* though the two were the same kind of thing.
|
||||
*/
|
||||
.pl-nominee-btn {
|
||||
border: 0;
|
||||
background: none;
|
||||
padding: 0;
|
||||
font: inherit;
|
||||
color: var(--pl-accent);
|
||||
font-weight: 500;
|
||||
cursor: pointer;
|
||||
text-decoration: underline;
|
||||
text-underline-offset: 3px;
|
||||
|
||||
&:hover {
|
||||
text-decoration-thickness: 2px;
|
||||
}
|
||||
}
|
||||
|
||||
.pl-muted {
|
||||
color: rgb(0 0 0 / 40%);
|
||||
}
|
||||
@@ -0,0 +1,198 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, OnInit, ViewChild, inject } from '@angular/core';
|
||||
import { MatPaginator } from '@angular/material/paginator';
|
||||
import { MatSort, MatSortHeader } from '@angular/material/sort';
|
||||
import {
|
||||
MatTable,
|
||||
MatTableDataSource,
|
||||
MatColumnDef,
|
||||
MatHeaderCellDef,
|
||||
MatHeaderCell,
|
||||
MatCellDef,
|
||||
MatCell,
|
||||
MatHeaderRowDef,
|
||||
MatHeaderRow,
|
||||
MatRowDef,
|
||||
MatRow
|
||||
} from '@angular/material/table';
|
||||
import { MatTooltip } from '@angular/material/tooltip';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
import { MatDialog } from '@angular/material/dialog';
|
||||
|
||||
/** Custom Services */
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
|
||||
/** Custom Components */
|
||||
import { NomineeListDialogComponent } from './nominee-list-dialog/nominee-list-dialog.component';
|
||||
|
||||
/**
|
||||
* Party Master list.
|
||||
*
|
||||
* The DDS accounts on file - each one a customer's daily deposit account, opened under a scheme
|
||||
* (Sub Type) and assigned to the agent who collects for it. Follows the same list -> create/edit
|
||||
* shape as Agent Master and the product lists, and shares their stylesheet.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-party-master',
|
||||
templateUrl: './party-master.component.html',
|
||||
styleUrls: ['./party-master.component.scss'],
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
FaIconComponent,
|
||||
MatTable,
|
||||
MatSort,
|
||||
MatColumnDef,
|
||||
MatHeaderCellDef,
|
||||
MatHeaderCell,
|
||||
MatSortHeader,
|
||||
MatCellDef,
|
||||
MatCell,
|
||||
MatHeaderRowDef,
|
||||
MatHeaderRow,
|
||||
MatRowDef,
|
||||
MatRow,
|
||||
MatPaginator,
|
||||
MatTooltip
|
||||
]
|
||||
})
|
||||
export class PartyMasterComponent implements OnInit {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private dialog = inject(MatDialog);
|
||||
|
||||
displayedColumns: string[] = [
|
||||
'partyCode',
|
||||
'partyName',
|
||||
'subType',
|
||||
'agentName',
|
||||
'savingsAccountNo',
|
||||
'dailyDepositAmount',
|
||||
'currentBalance',
|
||||
'nominees',
|
||||
'status',
|
||||
'actions'
|
||||
];
|
||||
|
||||
/**
|
||||
* Who a party is nominated to, without opening it for editing.
|
||||
*
|
||||
* Asked often enough to belong on the list, and answered from what the list already holds - the
|
||||
* parties come back with their nominees on them, so this opens rather than fetches.
|
||||
*/
|
||||
showNominees(party: any): void {
|
||||
this.dialog.open(NomineeListDialogComponent, {
|
||||
data: {
|
||||
partyCode: party.partyCode,
|
||||
partyName: party.partyName,
|
||||
splitMode: party.nomineeSplitMode,
|
||||
nominees: party.nominees || []
|
||||
},
|
||||
autoFocus: false
|
||||
});
|
||||
}
|
||||
|
||||
/** How many people are named on an account, which is what the list column shows. */
|
||||
nomineeCount(party: any): number {
|
||||
return (party?.nominees || []).length;
|
||||
}
|
||||
|
||||
/**
|
||||
* Matured accounts still open, and what they add up to. Shown here because this is the screen an
|
||||
* officer already opens - money the bank owes a customer should not wait on somebody thinking to
|
||||
* run a report.
|
||||
*/
|
||||
dueForClosureCount = 0;
|
||||
dueForClosurePayable = 0;
|
||||
|
||||
dataSource: MatTableDataSource<any> = new MatTableDataSource<any>([]);
|
||||
parties: any[] = [];
|
||||
filteredCount = 0;
|
||||
|
||||
paginator: MatPaginator;
|
||||
sort: MatSort;
|
||||
|
||||
// The table sits inside an @if, so these only exist once the list has loaded. Read statically they
|
||||
// were never there, the table was never paged, and the paginator read "0 of 0" over a full list.
|
||||
@ViewChild(MatPaginator) set matPaginator(paginator: MatPaginator) {
|
||||
this.paginator = paginator;
|
||||
if (paginator) {
|
||||
this.dataSource.paginator = paginator;
|
||||
}
|
||||
}
|
||||
|
||||
@ViewChild(MatSort) set matSort(sort: MatSort) {
|
||||
this.sort = sort;
|
||||
if (sort) {
|
||||
this.dataSource.sort = sort;
|
||||
}
|
||||
}
|
||||
|
||||
get totalCount(): number {
|
||||
return this.parties.length;
|
||||
}
|
||||
|
||||
get activeCount(): number {
|
||||
return this.parties.filter((party) => party.status !== 'CLOSED').length;
|
||||
}
|
||||
|
||||
/** What the whole book is worth today - every open account's running balance added up. */
|
||||
get totalCurrentBalance(): number {
|
||||
return this.parties.reduce((sum, party) => sum + Number(party.currentBalance || 0), 0);
|
||||
}
|
||||
|
||||
/** What the agents should be collecting between them on a full collection day. */
|
||||
get totalDailyDue(): number {
|
||||
return this.parties
|
||||
.filter((party) => party.status !== 'CLOSED')
|
||||
.reduce((sum, party) => sum + Number(party.dailyDepositAmount || 0), 0);
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
this.organizationService.getParties().subscribe((parties: any[]) => {
|
||||
this.parties = parties || [];
|
||||
this.dataSource = new MatTableDataSource(this.parties);
|
||||
this.dataSource.paginator = this.paginator;
|
||||
this.dataSource.sort = this.sort;
|
||||
this.filteredCount = this.parties.length;
|
||||
this.dataSource.connect().subscribe((rows) => (this.filteredCount = rows.length));
|
||||
});
|
||||
|
||||
this.loadDueForClosure();
|
||||
}
|
||||
|
||||
/**
|
||||
* Matured accounts still open. A separate call rather than filtered out of the list above, because
|
||||
* the server decides what counts as matured - comparing dates here would drift from it the first
|
||||
* time either changed.
|
||||
*/
|
||||
private loadDueForClosure(): void {
|
||||
this.organizationService.getPartiesDueForClosure().subscribe({
|
||||
next: (due: any) => {
|
||||
const rows = Array.isArray(due) ? due : due?.pageItems || [];
|
||||
this.dueForClosureCount = rows.length;
|
||||
this.dueForClosurePayable = rows.reduce(
|
||||
(sum: number, party: any) => sum + Number(party.currentBalance || 0),
|
||||
0
|
||||
);
|
||||
},
|
||||
// The party list is the point of this screen; a failed banner must not take it down with it.
|
||||
error: () => {
|
||||
this.dueForClosureCount = 0;
|
||||
this.dueForClosurePayable = 0;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
applyFilter(filterValue: string): void {
|
||||
this.dataSource.filter = filterValue.trim().toLowerCase();
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,164 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<h2 mat-dialog-title>Pay out {{ data.partyCode }}</h2>
|
||||
|
||||
<mat-dialog-content>
|
||||
<!-- What is being paid and to whom, stated once at the top so the officer confirms against the
|
||||
customer in front of them rather than against a row they clicked a moment ago. -->
|
||||
<div class="po-summary">
|
||||
<div class="po-summary__row">
|
||||
<span class="po-summary__label">Customer</span>
|
||||
<span class="po-summary__value">{{ data.partyName }}</span>
|
||||
</div>
|
||||
<div class="po-summary__row">
|
||||
<span class="po-summary__label">Matured on</span>
|
||||
<span class="po-summary__value">{{ data.maturityDate | dateFormat }}</span>
|
||||
</div>
|
||||
<div class="po-summary__row">
|
||||
<span class="po-summary__label">Opened on</span>
|
||||
<span class="po-summary__value">{{ data.openingDate | dateFormat }}</span>
|
||||
</div>
|
||||
|
||||
@if (breakdown) {
|
||||
<div class="po-breakdown">
|
||||
<div class="po-summary__row">
|
||||
<span class="po-summary__label">Deposits collected</span>
|
||||
<span class="po-summary__value">{{ breakdown.deposits | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
@if (breakdown.transfersIn > 0) {
|
||||
<div class="po-summary__row">
|
||||
<span class="po-summary__label">Transferred in</span>
|
||||
<span class="po-summary__value">+ {{ breakdown.transfersIn | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (breakdown.transfersOut > 0) {
|
||||
<div class="po-summary__row">
|
||||
<span class="po-summary__label">Transferred out</span>
|
||||
<span class="po-summary__value">− {{ breakdown.transfersOut | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
}
|
||||
@if (breakdown.other !== 0) {
|
||||
<div class="po-summary__row">
|
||||
<span class="po-summary__label">Other (opening balance / adjustments)</span>
|
||||
<span class="po-summary__value">{{ breakdown.other | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
}
|
||||
<div class="po-summary__row">
|
||||
<span class="po-summary__label">
|
||||
Interest @ {{ data.interestRate | number: '1.2-2' }}%
|
||||
<span class="po-summary__note"
|
||||
>{{ data.openingDate | dateFormat }} to {{ data.interestDate | dateFormat }}</span
|
||||
>
|
||||
</span>
|
||||
<span class="po-summary__value">+ {{ breakdown.interest | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
@if (breakdown.interestToPost > 0) {
|
||||
<div class="po-summary__row">
|
||||
<span class="po-summary__label"> Interest calculated, posted with this payout </span>
|
||||
<span class="po-summary__value">+ {{ breakdown.interestToPost | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="po-summary__row po-summary__row--amount">
|
||||
<span class="po-summary__label">Total payable</span>
|
||||
<span class="po-summary__value">{{ (breakdown ? breakdown.total : data.currentBalance) | number: '1.2-2' }}</span>
|
||||
</div>
|
||||
@if (interestStillToCome) {
|
||||
<p class="po-summary__note">
|
||||
Interest from {{ data.interestDate | dateFormat }} to {{ data.maturityDate | dateFormat }} is not worked out yet
|
||||
- it is added when this is paid out, so the amount paid will be a little more.
|
||||
</p>
|
||||
}
|
||||
</div>
|
||||
<p class="po-summary__note">
|
||||
Paying out closes {{ data.partyCode }} - the balance is nil afterwards and it takes nothing more.
|
||||
</p>
|
||||
|
||||
@if (loading) {
|
||||
<mat-progress-bar mode="indeterminate"></mat-progress-bar>
|
||||
} @else {
|
||||
<p class="po-question">Where should this go?</p>
|
||||
|
||||
<mat-radio-group [(ngModel)]="destination" class="po-choices">
|
||||
<mat-radio-button value="own" [disabled]="ownAccounts.length === 0" class="po-choice">
|
||||
<span class="po-choice__title">Into another account of theirs here</span>
|
||||
@if (ownAccounts.length === 0) {
|
||||
<span class="po-choice__note">{{ data.partyName }} has no other savings account at this bank</span>
|
||||
} @else {
|
||||
<span class="po-choice__note">Moved across today</span>
|
||||
}
|
||||
</mat-radio-button>
|
||||
|
||||
@if (destination === 'own' && ownAccounts.length > 0) {
|
||||
<mat-form-field appearance="outline" class="po-account">
|
||||
<mat-label>Account</mat-label>
|
||||
<mat-select [(ngModel)]="selectedAccountNo" panelWidth="min(28rem, 90vw)">
|
||||
@for (account of ownAccounts; track account.id) {
|
||||
<mat-option [value]="account.accountNo"> {{ account.accountNo }} · {{ account.productName }} </mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
<mat-radio-button value="other" class="po-choice">
|
||||
<span class="po-choice__title">Park in Sundry</span>
|
||||
<span class="po-choice__note"
|
||||
>When the customer has no account here - held in the bank's Sundry account in their name</span
|
||||
>
|
||||
</mat-radio-button>
|
||||
</mat-radio-group>
|
||||
|
||||
@if (destination === 'other') {
|
||||
<mat-form-field appearance="outline" class="po-account">
|
||||
<mat-label>Park in GL account</mat-label>
|
||||
<input
|
||||
matInput
|
||||
[ngModel]="sundrySearch"
|
||||
(ngModelChange)="onSundryTyped($event)"
|
||||
[matAutocomplete]="sundryAuto"
|
||||
placeholder="Type GL code or name…"
|
||||
autocomplete="off"
|
||||
/>
|
||||
<mat-autocomplete
|
||||
#sundryAuto="matAutocomplete"
|
||||
panelWidth="min(28rem, 90vw)"
|
||||
[displayWith]="sundryDisplay"
|
||||
(optionSelected)="pickSundry($event.option.value)"
|
||||
>
|
||||
@for (account of sundryOptions; track account.id) {
|
||||
<mat-option [value]="account">{{ account.glCode }} · {{ account.name }}</mat-option>
|
||||
}
|
||||
@if (sundryOptions.length === 0) {
|
||||
<mat-option disabled>No liability GL matches</mat-option>
|
||||
}
|
||||
</mat-autocomplete>
|
||||
@if (!sundryGlAccountId) {
|
||||
<mat-hint class="po-hint-warn">Search and pick your bank's Sundry GL account</mat-hint>
|
||||
} @else {
|
||||
<mat-hint>The balance is held here in the customer's name until it is paid to them</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
@if (destination === 'other') {
|
||||
<!-- Said plainly, because the officer will be asked by the customer when the money arrives. -->
|
||||
<div class="po-callout">
|
||||
The money comes off {{ data.partyCode }} today and is held in the Sundry account chosen above against
|
||||
{{ data.partyName }} until it is paid to them - so it is accounted for the whole time and nothing is lost.
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</mat-dialog-content>
|
||||
|
||||
<mat-dialog-actions align="end">
|
||||
<button mat-stroked-button mat-dialog-close>Cancel</button>
|
||||
<button mat-raised-button color="primary" [disabled]="!canPayOut" (click)="payOut()">Pay out & Close</button>
|
||||
</mat-dialog-actions>
|
||||
@@ -0,0 +1,112 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/* What is being paid and to whom. Read against the customer standing there, so it comes first. */
|
||||
.po-summary {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 6px;
|
||||
padding: 12px 14px;
|
||||
margin-bottom: 18px;
|
||||
background: rgb(0 0 0 / 3%);
|
||||
border-radius: 6px;
|
||||
|
||||
&__row {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
gap: 16px;
|
||||
font-size: 0.85rem;
|
||||
|
||||
/* The figure the officer is about to hand over - given the weight that deserves. */
|
||||
&--amount {
|
||||
padding-top: 6px;
|
||||
border-top: 1px solid rgb(0 0 0 / 8%);
|
||||
font-size: 1rem;
|
||||
}
|
||||
}
|
||||
|
||||
&__label {
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
&__value {
|
||||
font-weight: 500;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
&__note {
|
||||
display: block;
|
||||
margin: 0;
|
||||
font-size: 0.75rem;
|
||||
color: rgb(0 0 0 / 45%);
|
||||
}
|
||||
}
|
||||
|
||||
/* How the amount payable is made up - one line per source, adding up to the total below. */
|
||||
.po-breakdown {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 6px;
|
||||
padding-top: 6px;
|
||||
border-top: 1px dashed rgb(0 0 0 / 10%);
|
||||
}
|
||||
|
||||
.po-question {
|
||||
margin: 0 0 10px;
|
||||
font-size: 0.9rem;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.po-choices {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 4px;
|
||||
}
|
||||
|
||||
/*
|
||||
* Each choice carries its own consequence underneath it. Two radio labels alone would not tell an
|
||||
* officer that one keeps the money inside the bank and the other starts it on its way out.
|
||||
*/
|
||||
.po-choice {
|
||||
display: block;
|
||||
padding: 4px 0;
|
||||
|
||||
&__title {
|
||||
display: block;
|
||||
font-size: 0.88rem;
|
||||
}
|
||||
|
||||
&__note {
|
||||
display: block;
|
||||
font-size: 0.75rem;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
line-height: 1.4;
|
||||
}
|
||||
}
|
||||
|
||||
.po-account {
|
||||
width: 100%;
|
||||
margin: 8px 0 4px 32px;
|
||||
max-width: calc(100% - 32px);
|
||||
}
|
||||
|
||||
/* What will actually happen, in the words the customer will ask about. */
|
||||
.po-callout {
|
||||
margin-top: 12px;
|
||||
padding: 10px 12px;
|
||||
background: rgb(180 83 9 / 8%);
|
||||
border: 1px solid rgb(180 83 9 / 22%);
|
||||
border-radius: 6px;
|
||||
color: #92400e;
|
||||
font-size: 0.78rem;
|
||||
line-height: 1.5;
|
||||
}
|
||||
|
||||
.po-hint-warn {
|
||||
color: #c62828;
|
||||
}
|
||||
@@ -0,0 +1,230 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { MatRadioModule } from '@angular/material/radio';
|
||||
import { MatSelectModule } from '@angular/material/select';
|
||||
import { MatAutocompleteModule } from '@angular/material/autocomplete';
|
||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||
import { MatInputModule } from '@angular/material/input';
|
||||
import { MatProgressBarModule } from '@angular/material/progress-bar';
|
||||
|
||||
/** Custom Services */
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
|
||||
/** Custom Pipes */
|
||||
import { DateFormatPipe } from 'app/pipes/date-format.pipe';
|
||||
|
||||
/**
|
||||
* Where a matured DDS account's money should go.
|
||||
*
|
||||
* Two destinations, and the difference is whether the money leaves the bank. Another account of the
|
||||
* customer's here is a move across the books. Anywhere else means a transfer out, which clears later
|
||||
* or fails - so the money is parked in the matured-deposits payable account first and the branch
|
||||
* sends it on from there, rather than being launched into a gap where it has left one account and
|
||||
* arrived at none.
|
||||
*
|
||||
* The amount is not asked for. It is whatever the account holds, worked out by the server: a figure
|
||||
* typed here could pay out more than the customer has, or quietly leave some behind.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-payout-dialog',
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
MatRadioModule,
|
||||
MatSelectModule,
|
||||
MatAutocompleteModule,
|
||||
MatFormFieldModule,
|
||||
MatInputModule,
|
||||
MatProgressBarModule,
|
||||
DateFormatPipe
|
||||
],
|
||||
templateUrl: './payout-dialog.component.html',
|
||||
styleUrls: ['./payout-dialog.component.scss']
|
||||
})
|
||||
export class PayoutDialogComponent implements OnInit {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private dialogRef = inject(MatDialogRef<PayoutDialogComponent>);
|
||||
data = inject<any>(MAT_DIALOG_DATA);
|
||||
|
||||
/** 'own' moves it to another account here; 'other' parks it for a transfer to another bank. */
|
||||
destination: 'own' | 'other' = 'own';
|
||||
|
||||
/**
|
||||
* The customer's accounts this maturity can be paid into.
|
||||
*
|
||||
* Worked out by the server, which applies the same conditions the payout enforces: an active
|
||||
* savings account of theirs, not a fixed or recurring deposit, and not one of their DDS scheme
|
||||
* accounts. Filtering here instead let the two drift - the list once offered a scheme account
|
||||
* belonging to a party that had already closed, which would have stranded the money.
|
||||
*/
|
||||
ownAccounts: any[] = [];
|
||||
selectedAccountNo = '';
|
||||
|
||||
/** Where the balance is parked when the customer has no account here. */
|
||||
sundryAccounts: any[] = [];
|
||||
sundryGlAccountId: number | null = null;
|
||||
/** What is typed in the GL box - a code or part of a name. */
|
||||
sundrySearch = '';
|
||||
|
||||
/** The accounts matching what is typed, by GL code or name, in any case. */
|
||||
get sundryOptions(): any[] {
|
||||
const typed = this.sundrySearch.trim().toLowerCase();
|
||||
if (!typed || typed === this.sundryLabel(this.chosenSundry).toLowerCase()) {
|
||||
return this.sundryAccounts;
|
||||
}
|
||||
return this.sundryAccounts.filter(
|
||||
(account: any) =>
|
||||
String(account.glCode).toLowerCase().includes(typed) ||
|
||||
String(account.name || '')
|
||||
.toLowerCase()
|
||||
.includes(typed)
|
||||
);
|
||||
}
|
||||
|
||||
get chosenSundry(): any {
|
||||
return this.sundryAccounts.find((account: any) => account.id === this.sundryGlAccountId);
|
||||
}
|
||||
|
||||
/** Shows a picked account in the box as its code and name. */
|
||||
readonly sundryDisplay = (value: any): string =>
|
||||
value && typeof value === 'object' ? this.sundryLabel(value) : value || '';
|
||||
|
||||
sundryLabel(account: any): string {
|
||||
return account ? `${account.glCode} · ${account.name}` : '';
|
||||
}
|
||||
|
||||
pickSundry(account: any): void {
|
||||
this.sundryGlAccountId = account ? account.id : null;
|
||||
this.sundrySearch = this.sundryLabel(account);
|
||||
}
|
||||
|
||||
/** Typing again clears the choice until an account is picked, so a half-typed code is never sent. */
|
||||
onSundryTyped(value: any): void {
|
||||
// Picking from the list hands over the account itself rather than text.
|
||||
if (value && typeof value === 'object') {
|
||||
this.pickSundry(value);
|
||||
return;
|
||||
}
|
||||
value = String(value ?? '');
|
||||
this.sundrySearch = value;
|
||||
if (value !== this.sundryLabel(this.chosenSundry)) {
|
||||
const exact = this.sundryAccounts.find(
|
||||
(account: any) => String(account.glCode).toLowerCase() === value.trim().toLowerCase()
|
||||
);
|
||||
this.sundryGlAccountId = exact ? exact.id : null;
|
||||
}
|
||||
}
|
||||
loading = true;
|
||||
|
||||
/**
|
||||
* How the amount payable was made up - what was deposited, what came in or went out by transfer,
|
||||
* and the interest - read from the account's own transactions so the officer can explain the
|
||||
* figure to the customer line by line. Null until the transactions have arrived.
|
||||
*/
|
||||
breakdown: {
|
||||
deposits: number;
|
||||
transfersIn: number;
|
||||
transfersOut: number;
|
||||
interest: number;
|
||||
other: number;
|
||||
interestToPost: number;
|
||||
total: number;
|
||||
} | null = null;
|
||||
|
||||
ngOnInit(): void {
|
||||
// The accounts the balance can be parked in. None is chosen: each bank has its own Sundry account,
|
||||
// and the clerk searches for it and picks it.
|
||||
this.organizationService.getDdsSundryAccounts().subscribe({
|
||||
next: (accounts: any) => (this.sundryAccounts = accounts || []),
|
||||
error: () => (this.sundryAccounts = [])
|
||||
});
|
||||
this.organizationService.getPartyTransactionsOfParty(this.data.id).subscribe({
|
||||
next: (transactions: any) => (this.breakdown = this.breakdownOf(Array.isArray(transactions) ? transactions : [])),
|
||||
error: () => (this.breakdown = null)
|
||||
});
|
||||
|
||||
this.organizationService.getCreditableAccounts(this.data.clientId).subscribe({
|
||||
next: (accounts: any) => {
|
||||
this.ownAccounts = accounts || [];
|
||||
|
||||
// Nothing here to pay into, so the only real choice is a transfer out - offered as the
|
||||
// default rather than leaving the officer on an option that cannot be completed.
|
||||
if (this.ownAccounts.length === 0) {
|
||||
this.destination = 'other';
|
||||
} else if (this.ownAccounts.length === 1) {
|
||||
this.selectedAccountNo = this.ownAccounts[0].accountNo;
|
||||
}
|
||||
this.loading = false;
|
||||
},
|
||||
error: () => {
|
||||
this.ownAccounts = [];
|
||||
this.destination = 'other';
|
||||
this.loading = false;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** Interest is still to be worked out for part of the term, and the payout will add it. */
|
||||
get interestStillToCome(): boolean {
|
||||
return (
|
||||
!!this.data.interestDate &&
|
||||
!!this.data.maturityDate &&
|
||||
String(this.data.interestDate) < String(this.data.maturityDate)
|
||||
);
|
||||
}
|
||||
|
||||
private breakdownOf(transactions: any[]) {
|
||||
const sum = (test: (txn: any) => boolean) =>
|
||||
transactions.filter(test).reduce((total: number, txn: any) => total + Number(txn.amount || 0), 0);
|
||||
const signed = (type: string) =>
|
||||
sum((txn) => txn.transactionType === type && txn.direction === 'CREDIT') -
|
||||
sum((txn) => txn.transactionType === type && txn.direction === 'DEBIT');
|
||||
const isTransfer = (txn: any) => txn.transactionType === 'WITHDRAW_DEPOSITE' || txn.transactionType === 'TRANSFER';
|
||||
|
||||
const deposits = signed('PARTY_TRAN');
|
||||
const transfersIn = sum((txn) => isTransfer(txn) && txn.direction === 'CREDIT');
|
||||
const transfersOut = sum((txn) => isTransfer(txn) && txn.direction === 'DEBIT');
|
||||
const interest =
|
||||
signed('INTEREST_POST') +
|
||||
signed('OD_INTEREST_POST') +
|
||||
signed('PREMATURE_AGENT_TOP_UP') +
|
||||
signed('PREMATURE_INT_RECOVERY');
|
||||
const balance = Number(this.data.currentBalance || 0);
|
||||
// Anything the four lines above do not cover - an opening balance brought over, say - so the lines
|
||||
// still add up to the balance rather than leaving the officer a gap to explain.
|
||||
const other = Math.round((balance - (deposits + transfersIn - transfersOut + interest)) * 100) / 100;
|
||||
// Interest already worked out but not yet credited is posted by the payout itself, first.
|
||||
const interestToPost = Number(this.data.interestCalc || 0);
|
||||
return { deposits, transfersIn, transfersOut, interest, other, interestToPost, total: balance + interestToPost };
|
||||
}
|
||||
|
||||
get canPayOut(): boolean {
|
||||
if (this.loading) {
|
||||
return false;
|
||||
}
|
||||
return this.destination === 'other' ? !!this.sundryGlAccountId : !!this.selectedAccountNo;
|
||||
}
|
||||
|
||||
payOut(): void {
|
||||
this.dialogRef.close(
|
||||
this.destination === 'own'
|
||||
? { toSavingsAccountNo: this.selectedAccountNo }
|
||||
: { sundryGlAccountId: this.sundryGlAccountId }
|
||||
);
|
||||
}
|
||||
}
|
||||
+175
@@ -0,0 +1,175 @@
|
||||
<!--
|
||||
Copyright since 2025 Mifos Initiative
|
||||
|
||||
This Source Code Form is subject to the terms of the Mozilla Public
|
||||
License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
-->
|
||||
|
||||
<h2 mat-dialog-title>Close {{ data.partyCode }} early</h2>
|
||||
|
||||
<mat-dialog-content>
|
||||
@if (loading) {
|
||||
<mat-progress-bar mode="indeterminate"></mat-progress-bar>
|
||||
}
|
||||
|
||||
<!--
|
||||
The account as it stands, so the clerk is choosing against real figures rather than from memory.
|
||||
The term still to run is the whole reason there is a charge at all.
|
||||
-->
|
||||
<div class="pcd-summary">
|
||||
<div class="pcd-row">
|
||||
<span>Customer</span>
|
||||
<strong>{{ data.partyName }}</strong>
|
||||
</div>
|
||||
<div class="pcd-row">
|
||||
<span>Balance</span>
|
||||
<strong class="pcd-amount">{{ data.currentBalance | number: '1.2-2' }}</strong>
|
||||
</div>
|
||||
<div class="pcd-row">
|
||||
<span>Matures on</span>
|
||||
<strong>{{ data.maturityDate | dateFormat }}</strong>
|
||||
</div>
|
||||
<div class="pcd-row">
|
||||
<span>Scheme rate</span>
|
||||
<strong>{{ data.interestRate | number: '1.0-2' }}%</strong>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h4 class="pcd-question">Who bears the cost of closing early?</h4>
|
||||
|
||||
<mat-radio-group class="pcd-choices" [(ngModel)]="borneBy">
|
||||
<label class="pcd-choice" [class.pcd-choice--on]="borneBy === 'CUSTOMER'">
|
||||
<mat-radio-button value="CUSTOMER"></mat-radio-button>
|
||||
<div class="pcd-choice-body">
|
||||
<div class="pcd-choice-title">Customer</div>
|
||||
@if (scheme) {
|
||||
<div class="pcd-choice-detail">
|
||||
Interest recalculated at
|
||||
<strong>{{ reducedRate | number: '1.0-2' }}%</strong>
|
||||
instead of {{ data.interestRate | number: '1.0-2' }}% for the whole period, and the difference taken back
|
||||
before the balance is paid out.
|
||||
</div>
|
||||
} @else {
|
||||
<div class="pcd-choice-detail">Their interest is recalculated at the scheme's reduced rate.</div>
|
||||
}
|
||||
</div>
|
||||
</label>
|
||||
|
||||
<label class="pcd-choice" [class.pcd-choice--on]="borneBy === 'AGENT'">
|
||||
<mat-radio-button value="AGENT"></mat-radio-button>
|
||||
<div class="pcd-choice-body">
|
||||
<div class="pcd-choice-title">Agent — {{ data.agentCode }}</div>
|
||||
<div class="pcd-choice-detail">
|
||||
The customer keeps a full month's interest, and the agent funds the days left in this month. The balance is
|
||||
paid out in full.
|
||||
</div>
|
||||
</div>
|
||||
</label>
|
||||
</mat-radio-group>
|
||||
|
||||
<!--
|
||||
Stated rather than offered as a third option: the agent is charged whichever answer is picked, and
|
||||
a clerk who did not know that would be surprised by it afterwards.
|
||||
-->
|
||||
@if (scheme && scheme.prematureAgentCommissionPenalty > 0) {
|
||||
<p class="pcd-note">
|
||||
Either way, {{ data.agentCode }} is charged
|
||||
<strong>{{ scheme.prematureAgentCommissionPenalty | number: '1.0-2' }}%</strong>
|
||||
of the commission owed to them — the round was not kept going.
|
||||
</p>
|
||||
}
|
||||
|
||||
<h4 class="pcd-question">Where should the balance go?</h4>
|
||||
|
||||
<mat-radio-group class="pcd-destinations" [(ngModel)]="destination">
|
||||
<mat-radio-button value="own" [disabled]="ownAccounts.length === 0">
|
||||
Into another account of theirs at this bank
|
||||
</mat-radio-button>
|
||||
<mat-radio-button value="other">Park in Sundry (no account here)</mat-radio-button>
|
||||
</mat-radio-group>
|
||||
|
||||
@if (destination === 'own' && ownAccounts.length > 0) {
|
||||
<mat-form-field appearance="outline" class="pcd-field">
|
||||
<mat-label>Credit to account</mat-label>
|
||||
<mat-select [(ngModel)]="selectedAccountNo">
|
||||
@for (account of ownAccounts; track account.accountNo) {
|
||||
<mat-option [value]="account.accountNo"> {{ account.accountNo }} — {{ account.productName }} </mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
@if (destination === 'other') {
|
||||
<mat-form-field appearance="outline" class="pcd-field">
|
||||
<mat-label>Park in GL account</mat-label>
|
||||
<input
|
||||
matInput
|
||||
[ngModel]="sundrySearch"
|
||||
(ngModelChange)="onSundryTyped($event)"
|
||||
[matAutocomplete]="sundryAuto"
|
||||
placeholder="Type GL code or name…"
|
||||
autocomplete="off"
|
||||
/>
|
||||
<mat-autocomplete
|
||||
#sundryAuto="matAutocomplete"
|
||||
panelWidth="min(28rem, 90vw)"
|
||||
[displayWith]="sundryDisplay"
|
||||
(optionSelected)="pickSundry($event.option.value)"
|
||||
>
|
||||
@for (account of sundryOptions; track account.id) {
|
||||
<mat-option [value]="account">{{ account.glCode }} · {{ account.name }}</mat-option>
|
||||
}
|
||||
@if (sundryOptions.length === 0) {
|
||||
<mat-option disabled>No liability GL matches</mat-option>
|
||||
}
|
||||
</mat-autocomplete>
|
||||
@if (!sundryGlAccountId) {
|
||||
<mat-hint class="po-hint-warn">Search and pick your bank's Sundry GL account</mat-hint>
|
||||
} @else {
|
||||
<mat-hint>The balance is held here in the customer's name until it is paid to them</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
}
|
||||
|
||||
@if (ownAccounts.length === 0 && !loading) {
|
||||
<p class="pcd-note">
|
||||
This customer has no other account here, so the balance is parked in the Sundry account chosen above, in their
|
||||
name until it is paid to them.
|
||||
</p>
|
||||
}
|
||||
|
||||
<!--
|
||||
Inside the lock-in the scheme does not allow closing early, so this is asked for rather than done:
|
||||
the reason goes to a manager, who approves this one account. The scheme's lock-in stays as it is.
|
||||
-->
|
||||
@if (withinLockin) {
|
||||
<div class="pcd-lockin">
|
||||
<p class="pcd-lockin-title">Within lock-in until {{ closableFrom | dateFormat }}</p>
|
||||
<p class="pcd-note">
|
||||
{{ data.partyCode }} opened on {{ data.openingDate | dateFormat }} and the scheme locks it in for
|
||||
{{ scheme?.prematureLockinMonths }} months. It can be closed early only if a manager approves it.
|
||||
</p>
|
||||
<mat-form-field appearance="outline" class="pcd-field">
|
||||
<mat-label>Reason for closing within lock-in</mat-label>
|
||||
<textarea matInput rows="2" maxlength="250" required [(ngModel)]="lockinReason"></textarea>
|
||||
<mat-hint align="end">{{ lockinReason.length }}/250</mat-hint>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
}
|
||||
|
||||
<p class="pcd-warn">
|
||||
@if (withinLockin) {
|
||||
Once approved, this closes the account. It cannot be reopened.
|
||||
} @else {
|
||||
This closes the account. It cannot be reopened.
|
||||
}
|
||||
</p>
|
||||
</mat-dialog-content>
|
||||
|
||||
<mat-dialog-actions align="end">
|
||||
<button mat-button mat-dialog-close type="button">Cancel</button>
|
||||
<button mat-raised-button color="warn" type="button" [disabled]="!canClose" (click)="close()">
|
||||
{{ withinLockin ? 'Send for Approval' : 'Close Account' }}
|
||||
</button>
|
||||
</mat-dialog-actions>
|
||||
+132
@@ -0,0 +1,132 @@
|
||||
/**
|
||||
* 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 account as it stands, so the choice below is made against figures rather than from memory. */
|
||||
.pcd-summary {
|
||||
margin: 4px 0 20px;
|
||||
padding: 12px 14px;
|
||||
border-radius: 6px;
|
||||
background: rgb(0 0 0 / 3%);
|
||||
}
|
||||
|
||||
.pcd-row {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
gap: 16px;
|
||||
padding: 3px 0;
|
||||
font-size: 0.85rem;
|
||||
|
||||
span {
|
||||
color: rgb(0 0 0 / 60%);
|
||||
}
|
||||
}
|
||||
|
||||
.pcd-amount {
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.pcd-question {
|
||||
margin: 20px 0 10px;
|
||||
font-size: 0.9rem;
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
.pcd-choices {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 10px;
|
||||
}
|
||||
|
||||
/*
|
||||
* Each answer is a card rather than a bare radio, because the two are not interchangeable - they take
|
||||
* money from different people, and the consequence has to be readable before the choice is made.
|
||||
*/
|
||||
.pcd-choice {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 4px;
|
||||
padding: 10px 12px 12px;
|
||||
border: 1px solid rgb(0 0 0 / 12%);
|
||||
border-radius: 6px;
|
||||
cursor: pointer;
|
||||
|
||||
&:hover {
|
||||
background: rgb(0 0 0 / 2%);
|
||||
}
|
||||
}
|
||||
|
||||
.pcd-choice--on {
|
||||
border-color: #b45309;
|
||||
background: rgb(180 83 9 / 5%);
|
||||
}
|
||||
|
||||
.pcd-choice-body {
|
||||
padding-top: 2px;
|
||||
}
|
||||
|
||||
.pcd-choice-title {
|
||||
font-weight: 600;
|
||||
font-size: 0.88rem;
|
||||
}
|
||||
|
||||
.pcd-choice-detail {
|
||||
margin-top: 3px;
|
||||
font-size: 0.8rem;
|
||||
line-height: 1.5;
|
||||
color: rgb(0 0 0 / 65%);
|
||||
}
|
||||
|
||||
.pcd-destinations {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 6px;
|
||||
}
|
||||
|
||||
.pcd-field {
|
||||
width: 100%;
|
||||
margin-top: 12px;
|
||||
}
|
||||
|
||||
.pcd-note {
|
||||
margin: 12px 0 0;
|
||||
font-size: 0.8rem;
|
||||
line-height: 1.5;
|
||||
color: rgb(0 0 0 / 65%);
|
||||
}
|
||||
|
||||
/* The one step here with no way back, so it is said plainly rather than left to the button colour. */
|
||||
.pcd-warn {
|
||||
margin: 18px 0 0;
|
||||
padding: 9px 12px;
|
||||
border-radius: 6px;
|
||||
border: 1px solid rgb(185 28 28 / 25%);
|
||||
background: rgb(185 28 28 / 6%);
|
||||
color: #b91c1c;
|
||||
font-size: 0.8rem;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
/* Inside the lock-in: a request for a manager, not a closure, so it is set apart from the terms above. */
|
||||
.pcd-lockin {
|
||||
margin-top: 18px;
|
||||
padding: 12px 14px 4px;
|
||||
border-radius: 8px;
|
||||
border: 1px solid rgb(180 83 9 / 30%);
|
||||
background: rgb(245 158 11 / 8%);
|
||||
}
|
||||
|
||||
.pcd-lockin-title {
|
||||
margin: 0;
|
||||
font-size: 0.85rem;
|
||||
font-weight: 600;
|
||||
color: #b45309;
|
||||
}
|
||||
|
||||
.po-hint-warn {
|
||||
color: #c62828;
|
||||
}
|
||||
+228
@@ -0,0 +1,228 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { CommonModule } from '@angular/common';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { MAT_DIALOG_DATA, MatDialogModule, MatDialogRef } from '@angular/material/dialog';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { MatRadioModule } from '@angular/material/radio';
|
||||
import { MatSelectModule } from '@angular/material/select';
|
||||
import { MatAutocompleteModule } from '@angular/material/autocomplete';
|
||||
import { MatFormFieldModule } from '@angular/material/form-field';
|
||||
import { MatInputModule } from '@angular/material/input';
|
||||
import { MatProgressBarModule } from '@angular/material/progress-bar';
|
||||
|
||||
/** Custom Services */
|
||||
import { OrganizationService } from 'app/organization/organization.service';
|
||||
import { ProductsService } from 'app/products/products.service';
|
||||
|
||||
/** Custom Pipes */
|
||||
import { DateFormatPipe } from 'app/pipes/date-format.pipe';
|
||||
|
||||
/**
|
||||
* Closing a DDS account before its term is up.
|
||||
*
|
||||
* A customer who stops saving early costs the bank the interest it had promised on money it no longer
|
||||
* has for as long as it expected. Somebody has to carry that, and the bank allows two answers - so
|
||||
* this asks which, and it is the only thing it asks.
|
||||
*
|
||||
* What each answer costs is the scheme's, not the clerk's: the reduced rate and the agent's share are
|
||||
* set once when the scheme is created and shown here as fact. A figure typed at the counter is a
|
||||
* figure that can be typed differently for the next customer, which is exactly what a published term
|
||||
* is meant to prevent.
|
||||
*
|
||||
* The destination works as it does on a maturity payout - another account of theirs here, or parked
|
||||
* in matured-deposits payable for a transfer out - because what is left over is still their money and
|
||||
* has to reach them the same way.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-premature-close-dialog',
|
||||
standalone: true,
|
||||
imports: [
|
||||
CommonModule,
|
||||
FormsModule,
|
||||
MatDialogModule,
|
||||
MatButtonModule,
|
||||
MatRadioModule,
|
||||
MatSelectModule,
|
||||
MatAutocompleteModule,
|
||||
MatFormFieldModule,
|
||||
MatInputModule,
|
||||
MatProgressBarModule,
|
||||
DateFormatPipe
|
||||
],
|
||||
templateUrl: './premature-close-dialog.component.html',
|
||||
styleUrls: ['./premature-close-dialog.component.scss']
|
||||
})
|
||||
export class PrematureCloseDialogComponent implements OnInit {
|
||||
private organizationService = inject(OrganizationService);
|
||||
private productsService = inject(ProductsService);
|
||||
private dialogRef = inject(MatDialogRef<PrematureCloseDialogComponent>);
|
||||
data = inject<any>(MAT_DIALOG_DATA);
|
||||
|
||||
/** Who carries the shortfall. No default - the two answers take money from different people. */
|
||||
borneBy: 'CUSTOMER' | 'AGENT' | '' = '';
|
||||
|
||||
/** 'own' moves what is left to another account here; 'other' parks it for a transfer out. */
|
||||
destination: 'own' | 'other' = 'own';
|
||||
|
||||
ownAccounts: any[] = [];
|
||||
selectedAccountNo = '';
|
||||
|
||||
/** Where the balance is parked when the customer has no account here. */
|
||||
sundryAccounts: any[] = [];
|
||||
sundryGlAccountId: number | null = null;
|
||||
/** What is typed in the GL box - a code or part of a name. */
|
||||
sundrySearch = '';
|
||||
|
||||
/** The accounts matching what is typed, by GL code or name, in any case. */
|
||||
get sundryOptions(): any[] {
|
||||
const typed = this.sundrySearch.trim().toLowerCase();
|
||||
if (!typed || typed === this.sundryLabel(this.chosenSundry).toLowerCase()) {
|
||||
return this.sundryAccounts;
|
||||
}
|
||||
return this.sundryAccounts.filter(
|
||||
(account: any) =>
|
||||
String(account.glCode).toLowerCase().includes(typed) ||
|
||||
String(account.name || '')
|
||||
.toLowerCase()
|
||||
.includes(typed)
|
||||
);
|
||||
}
|
||||
|
||||
get chosenSundry(): any {
|
||||
return this.sundryAccounts.find((account: any) => account.id === this.sundryGlAccountId);
|
||||
}
|
||||
|
||||
/** Shows a picked account in the box as its code and name. */
|
||||
readonly sundryDisplay = (value: any): string =>
|
||||
value && typeof value === 'object' ? this.sundryLabel(value) : value || '';
|
||||
|
||||
sundryLabel(account: any): string {
|
||||
return account ? `${account.glCode} · ${account.name}` : '';
|
||||
}
|
||||
|
||||
pickSundry(account: any): void {
|
||||
this.sundryGlAccountId = account ? account.id : null;
|
||||
this.sundrySearch = this.sundryLabel(account);
|
||||
}
|
||||
|
||||
/** Typing again clears the choice until an account is picked, so a half-typed code is never sent. */
|
||||
onSundryTyped(value: any): void {
|
||||
// Picking from the list hands over the account itself rather than text.
|
||||
if (value && typeof value === 'object') {
|
||||
this.pickSundry(value);
|
||||
return;
|
||||
}
|
||||
value = String(value ?? '');
|
||||
this.sundrySearch = value;
|
||||
if (value !== this.sundryLabel(this.chosenSundry)) {
|
||||
const exact = this.sundryAccounts.find(
|
||||
(account: any) => String(account.glCode).toLowerCase() === value.trim().toLowerCase()
|
||||
);
|
||||
this.sundryGlAccountId = exact ? exact.id : null;
|
||||
}
|
||||
}
|
||||
loading = true;
|
||||
|
||||
/**
|
||||
* The scheme's terms, shown so the clerk can tell the customer what each answer costs before
|
||||
* choosing. Null while loading, and left null if the scheme cannot be read - the choice is then
|
||||
* still offered, because the server applies the terms either way and a screen that could not
|
||||
* display them should not block a closure the customer has asked for.
|
||||
*/
|
||||
scheme: any = null;
|
||||
|
||||
ngOnInit(): void {
|
||||
// The accounts the balance can be parked in. None is chosen: each bank has its own Sundry account,
|
||||
// and the clerk searches for it and picks it.
|
||||
this.organizationService.getDdsSundryAccounts().subscribe({
|
||||
next: (accounts: any) => (this.sundryAccounts = accounts || []),
|
||||
error: () => (this.sundryAccounts = [])
|
||||
});
|
||||
this.organizationService.getCreditableAccounts(this.data.clientId).subscribe({
|
||||
next: (accounts: any) => {
|
||||
this.ownAccounts = accounts || [];
|
||||
if (this.ownAccounts.length === 0) {
|
||||
this.destination = 'other';
|
||||
} else if (this.ownAccounts.length === 1) {
|
||||
this.selectedAccountNo = this.ownAccounts[0].accountNo;
|
||||
}
|
||||
this.loading = false;
|
||||
},
|
||||
error: () => {
|
||||
this.ownAccounts = [];
|
||||
this.destination = 'other';
|
||||
this.loading = false;
|
||||
}
|
||||
});
|
||||
|
||||
// The terms are read from the scheme the account runs on, so what is shown here is what the
|
||||
// server will actually charge rather than a second copy that can drift from it. Matched on the
|
||||
// code the party carries, which is the only handle it has on its scheme.
|
||||
this.productsService.getDdsAccountTypes().subscribe({
|
||||
next: (schemes: any) => {
|
||||
const all = Array.isArray(schemes) ? schemes : schemes?.pageItems || [];
|
||||
this.scheme = all.find((s: any) => s.accountTypeCode === this.data.subType) || null;
|
||||
},
|
||||
error: () => (this.scheme = null)
|
||||
});
|
||||
}
|
||||
|
||||
/** The rate the customer would be left on if they carry it. Never below nothing. */
|
||||
get reducedRate(): number {
|
||||
const rate = Number(this.data.interestRate || 0);
|
||||
const reduction = Number(this.scheme?.prematureInterestReduction || 0);
|
||||
return Math.max(0, rate - reduction);
|
||||
}
|
||||
|
||||
/** Why the lock-in should be waived for this account - required when it is inside it. */
|
||||
lockinReason = '';
|
||||
|
||||
/**
|
||||
* The day the scheme's lock-in ends for this account, or null when the scheme has none. Inside it
|
||||
* the account cannot be closed early on the scheme's terms; it can only be asked for, with a reason,
|
||||
* for a manager to approve - the scheme's lock-in itself is never changed to let one account through.
|
||||
*/
|
||||
get closableFrom(): Date | null {
|
||||
const months = Number(this.scheme?.prematureLockinMonths || 0);
|
||||
const opened = this.data.openingDate ? new Date(this.data.openingDate) : null;
|
||||
if (months <= 0 || !opened || isNaN(opened.getTime())) {
|
||||
return null;
|
||||
}
|
||||
const closable = new Date(opened);
|
||||
closable.setMonth(closable.getMonth() + months);
|
||||
return closable;
|
||||
}
|
||||
|
||||
get withinLockin(): boolean {
|
||||
const closable = this.closableFrom;
|
||||
return !!closable && closable.getTime() > Date.now();
|
||||
}
|
||||
|
||||
get canClose(): boolean {
|
||||
if (this.loading || !this.borneBy) {
|
||||
return false;
|
||||
}
|
||||
if (this.withinLockin && !this.lockinReason.trim()) {
|
||||
return false;
|
||||
}
|
||||
return this.destination === 'other' ? !!this.sundryGlAccountId : !!this.selectedAccountNo;
|
||||
}
|
||||
|
||||
close(): void {
|
||||
this.dialogRef.close({
|
||||
shortfallBorneBy: this.borneBy,
|
||||
...(this.destination === 'own' && this.selectedAccountNo ? { toSavingsAccountNo: this.selectedAccountNo } : {}),
|
||||
...(this.destination === 'other' && this.sundryGlAccountId ? { sundryGlAccountId: this.sundryGlAccountId } : {}),
|
||||
...(this.withinLockin ? { lockinOverrideReason: this.lockinReason.trim() } : {})
|
||||
});
|
||||
}
|
||||
}
|
||||
@@ -14,6 +14,7 @@ import { CommonModule } from '@angular/common';
|
||||
import { HasPermissionDirective } from './has-permission/has-permission.directive';
|
||||
import { FormatAmountDirective } from './format-amount.directive';
|
||||
import { ValidateOnFocusDirective } from './validate-on-focus.directive';
|
||||
import { RestrictInputDirective } from './restrict-input.directive';
|
||||
|
||||
/**
|
||||
* Directives Module
|
||||
@@ -25,12 +26,14 @@ import { ValidateOnFocusDirective } from './validate-on-focus.directive';
|
||||
CommonModule,
|
||||
HasPermissionDirective,
|
||||
FormatAmountDirective,
|
||||
ValidateOnFocusDirective
|
||||
ValidateOnFocusDirective,
|
||||
RestrictInputDirective
|
||||
],
|
||||
exports: [
|
||||
HasPermissionDirective,
|
||||
FormatAmountDirective,
|
||||
ValidateOnFocusDirective
|
||||
ValidateOnFocusDirective,
|
||||
RestrictInputDirective
|
||||
]
|
||||
})
|
||||
export class DirectivesModule {}
|
||||
|
||||
@@ -0,0 +1,137 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
import { Directive, HostListener, Input, ElementRef, inject } from '@angular/core';
|
||||
import { NgControl } from '@angular/forms';
|
||||
|
||||
/** The kinds of field this knows how to hold to a shape. */
|
||||
export type RestrictKind = 'digits' | 'phone' | 'pan' | 'aadhaar';
|
||||
|
||||
interface Rule {
|
||||
/** Characters this kind will accept at all. */
|
||||
allowed: RegExp;
|
||||
/** How many of them the field can hold, so it cannot be overfilled. */
|
||||
maxLength: number;
|
||||
/** Whether what is typed is forced to upper case as it is entered. */
|
||||
upper?: boolean;
|
||||
}
|
||||
|
||||
const RULES: Record<RestrictKind, Rule> = {
|
||||
digits: { allowed: /[0-9]/, maxLength: 20 },
|
||||
phone: { allowed: /[0-9+()\-\s]/, maxLength: 20 },
|
||||
// A PAN is five letters, four digits, one letter - and is always written in capitals.
|
||||
pan: { allowed: /[A-Za-z0-9]/, maxLength: 10, upper: true },
|
||||
// Twelve digits, or the masked form CKYC returns, which is Xs and the last four digits.
|
||||
aadhaar: { allowed: /[0-9Xx]/, maxLength: 12, upper: true }
|
||||
};
|
||||
|
||||
/**
|
||||
* Stops a field being filled with something it could never hold.
|
||||
*
|
||||
* A mobile number typed as letters, or a PAN of fifteen characters, is not a mistake worth
|
||||
* discovering on save - the customer is at the counter now, and the clerk is looking at the field
|
||||
* they just typed. Refusing the keystroke says so at the moment it happens, with nothing to read
|
||||
* and nothing to undo.
|
||||
*
|
||||
* Pasting is handled too, and is where this earns its place: a number copied from a spreadsheet
|
||||
* arrives with spaces, dashes or a +91 in front, and pasting is the one way into a field that
|
||||
* bypasses every keystroke rule. What can be salvaged is kept, the rest dropped.
|
||||
*
|
||||
* This only refuses characters the field cannot contain. Whether what is left is a valid number is
|
||||
* a separate question, answered by the form's own validators and again by the server - a screen
|
||||
* restriction is a convenience, not a guarantee.
|
||||
*/
|
||||
@Directive({
|
||||
selector: '[mifosxRestrictInput]',
|
||||
standalone: true
|
||||
})
|
||||
export class RestrictInputDirective {
|
||||
private el = inject(ElementRef<HTMLInputElement>);
|
||||
private control = inject(NgControl, { optional: true });
|
||||
|
||||
@Input('mifosxRestrictInput') kind: RestrictKind = 'digits';
|
||||
|
||||
private get rule(): Rule {
|
||||
return RULES[this.kind] ?? RULES.digits;
|
||||
}
|
||||
|
||||
/**
|
||||
* Keys that move around or edit rather than enter a character, plus the usual copy/paste and
|
||||
* select-all chords. Blocking these would leave the clerk unable to correct their own typing.
|
||||
*/
|
||||
private isEditingKey(event: KeyboardEvent): boolean {
|
||||
const navigation = [
|
||||
'Backspace',
|
||||
'Delete',
|
||||
'Tab',
|
||||
'Escape',
|
||||
'Enter',
|
||||
'Home',
|
||||
'End',
|
||||
'ArrowLeft',
|
||||
'ArrowRight',
|
||||
'ArrowUp',
|
||||
'ArrowDown'
|
||||
];
|
||||
return navigation.includes(event.key) || event.ctrlKey || event.metaKey;
|
||||
}
|
||||
|
||||
@HostListener('keydown', ['$event'])
|
||||
onKeydown(event: KeyboardEvent): void {
|
||||
if (this.isEditingKey(event) || event.key.length > 1) {
|
||||
return;
|
||||
}
|
||||
const input = this.el.nativeElement as HTMLInputElement;
|
||||
const hasSelection = input.selectionStart !== input.selectionEnd;
|
||||
|
||||
if (!this.rule.allowed.test(event.key)) {
|
||||
event.preventDefault();
|
||||
return;
|
||||
}
|
||||
// Replacing a selection does not make the field any longer, so only a plain insert can overfill.
|
||||
if (!hasSelection && input.value.length >= this.rule.maxLength) {
|
||||
event.preventDefault();
|
||||
}
|
||||
}
|
||||
|
||||
@HostListener('paste', ['$event'])
|
||||
onPaste(event: ClipboardEvent): void {
|
||||
event.preventDefault();
|
||||
const pasted = event.clipboardData?.getData('text') ?? '';
|
||||
const kept = Array.from(pasted)
|
||||
.filter((ch) => this.rule.allowed.test(ch))
|
||||
.join('')
|
||||
.slice(0, this.rule.maxLength);
|
||||
this.write(this.rule.upper ? kept.toUpperCase() : kept);
|
||||
}
|
||||
|
||||
/** Upper case is applied as the field is left, so the caret does not jump while typing. */
|
||||
@HostListener('blur')
|
||||
onBlur(): void {
|
||||
if (!this.rule.upper) {
|
||||
return;
|
||||
}
|
||||
const current = String(this.el.nativeElement.value ?? '');
|
||||
if (current !== current.toUpperCase()) {
|
||||
this.write(current.toUpperCase());
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Writes through the form control where there is one, so the value the form holds and the value
|
||||
* on screen stay the same thing - setting only the element would leave the form with the old one.
|
||||
*/
|
||||
private write(value: string): void {
|
||||
this.el.nativeElement.value = value;
|
||||
if (this.control?.control) {
|
||||
this.control.control.setValue(value);
|
||||
} else {
|
||||
this.el.nativeElement.dispatchEvent(new Event('input'));
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -167,7 +167,9 @@
|
||||
</div>
|
||||
<!-- The 15th of the month after the one being reported, worked out rather than fixed at
|
||||
15 Feb 2026 — a due date that never moves stops being a due date. -->
|
||||
<div class="dc-meta">Due: <strong>{{ ctrDueDateLabel }}</strong></div>
|
||||
<div class="dc-meta">
|
||||
Due: <strong>{{ ctrDueDateLabel }}</strong>
|
||||
</div>
|
||||
<button class="dc-btn" (click)="showTab('ctr')"><fa-icon icon="external-link-alt"></fa-icon> Open</button>
|
||||
</div>
|
||||
<div class="dc-card">
|
||||
@@ -220,9 +222,7 @@
|
||||
@if (ctrLinesLoading) {
|
||||
<div class="fiu-note">Loading the generated CTR lines…</div>
|
||||
} @else if (ctrLinesError) {
|
||||
<div class="fiu-note fiu-note--warn">
|
||||
<fa-icon icon="exclamation-triangle"></fa-icon> {{ ctrLinesError }}
|
||||
</div>
|
||||
<div class="fiu-note fiu-note--warn"><fa-icon icon="exclamation-triangle"></fa-icon> {{ ctrLinesError }}</div>
|
||||
} @else if (!ctrTxns.length) {
|
||||
<div class="fiu-note fiu-note--warn">
|
||||
<fa-icon icon="exclamation-triangle"></fa-icon>
|
||||
@@ -432,87 +432,17 @@
|
||||
}
|
||||
|
||||
<div class="fiu-section">
|
||||
<!-- LIVE: suspicious AML alerts awaiting AML Officer review (Structuring, PEP, etc.) -->
|
||||
<div class="fiu-form-meta">
|
||||
<div class="fiu-form-title">
|
||||
<h3>Live AML Alerts (Awaiting Triage)</h3>
|
||||
<p>Flagged by the monitoring engine for suspicious behavioral patterns — triage and whitelist or escalate</p>
|
||||
</div>
|
||||
<!-- Whitelisted is deliberately absent: cleared alerts are not STR business and have
|
||||
their own register below. -->
|
||||
<select class="fiu-inp" [(ngModel)]="amlAlertStatusFilter">
|
||||
<option value="">All statuses</option>
|
||||
<option value="RAISED">Raised</option>
|
||||
<option value="UNDER_REVIEW">Under Review</option>
|
||||
<option value="ESCALATED">Escalated</option>
|
||||
</select>
|
||||
<!-- The triage queue that used to head this tab has gone. It listed the same open alerts as the AML Rules
|
||||
Master, and listed them worse: without the severity bands, the per-rule findings or the batch decision that
|
||||
screen carries. Two places to work the same queue is how an alert gets cleared in one and escalated in the
|
||||
other. This tab keeps what is about the filing itself - what was cleared, and what became an STR case. -->
|
||||
<div class="fiu-note">
|
||||
<fa-icon icon="info-circle"></fa-icon>
|
||||
<span>
|
||||
Alerts are triaged in <strong>RBI › AML Rules Master › Flagged Transactions</strong>. What an
|
||||
officer escalates there arrives here as an STR case.
|
||||
</span>
|
||||
</div>
|
||||
<div class="fiu-tbl-wrap">
|
||||
<table class="fiu-tbl">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>ID</th>
|
||||
<th>Client</th>
|
||||
<th>Type</th>
|
||||
<th>Rule</th>
|
||||
<th class="ta-r">Amount</th>
|
||||
<th>Raised On</th>
|
||||
<th>Status</th>
|
||||
<th class="ta-c">Routes To</th>
|
||||
<th>Notes</th>
|
||||
<th>Action</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (alert of amlSuspiciousAlerts; track alert.id) {
|
||||
<tr>
|
||||
<td>{{ alert.id }}</td>
|
||||
<td>{{ alert.clientDisplayName }}</td>
|
||||
<td>{{ alert.transactionType }}</td>
|
||||
<td>{{ alert.ruleCode }} — {{ alert.ruleDescription }}</td>
|
||||
<td class="ta-r mono">₹{{ alert.amount | number: '1.0-0' }}</td>
|
||||
<td>{{ asDate(alert.raisedOn) | date: 'medium' }}</td>
|
||||
<td>
|
||||
<span [class]="amlStatusClass(alert.status)">{{ alert.status }}</span>
|
||||
</td>
|
||||
<td class="ta-c">
|
||||
<span [class]="alertRouteClass(alert.status, false)">{{ alertRouteLabel(alert.status, false) }}</span>
|
||||
</td>
|
||||
<td>
|
||||
@if (alert.status === 'RAISED' || alert.status === 'UNDER_REVIEW') {
|
||||
<input
|
||||
type="text"
|
||||
class="fiu-inp"
|
||||
placeholder="Review notes"
|
||||
[(ngModel)]="amlReviewNotes[alert.id]"
|
||||
/>
|
||||
} @else {
|
||||
<span class="muted">{{ alert.reviewNotes }}</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
@if (alert.status === 'RAISED' || alert.status === 'UNDER_REVIEW') {
|
||||
<div class="fiu-action-group" *mifosxHasPermission="'REVIEW_AML_ALERT'">
|
||||
<button class="fiu-btn fiu-btn-g" (click)="whitelistAlert(alert)">Whitelist</button>
|
||||
<button class="fiu-btn fiu-btn-xml" (click)="escalateAlert(alert)">Escalate</button>
|
||||
</div>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
} @empty {
|
||||
<tr>
|
||||
<td colspan="10" class="fiu-empty">No suspicious behavioral alerts awaiting triage.</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<p class="fiu-tbl-legend">
|
||||
<span class="report-pill report-pending">Pending</span> awaiting Whitelist/Escalate decision ·
|
||||
<span class="report-pill report-str">→ STR</span> escalated to Principal Officer as an STR case
|
||||
</p>
|
||||
|
||||
<hr style="border: 0; border-top: 1px solid var(--f-g200); margin: 8px 0" />
|
||||
|
||||
<!-- Cleared register: whitelisted alerts, kept out of the STR queue but retained with the
|
||||
evidence recorded at review time. -->
|
||||
@@ -590,7 +520,7 @@
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (sc of amlStrCases; track sc.id) {
|
||||
@for (sc of liveStrCases; track sc.id) {
|
||||
<tr [class.selected-row]="selectedStrCase?.id === sc.id">
|
||||
<td>{{ sc.id }}</td>
|
||||
<td>{{ sc.clientDisplayName }}</td>
|
||||
@@ -607,13 +537,50 @@
|
||||
</tr>
|
||||
} @empty {
|
||||
<tr>
|
||||
<td colspan="8" class="fiu-empty">No STR cases yet.</td>
|
||||
<td colspan="8" class="fiu-empty">No STR cases outstanding.</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Filed cases are finished work, not outstanding work, so they sit apart from the live queue — but they are
|
||||
the bank's record of what went to FIU-IND and against which reference, so they stay visible. -->
|
||||
@if (filedStrCases.length) {
|
||||
<div class="fiu-form-meta" style="margin-top: 18px">
|
||||
<div class="fiu-form-title">
|
||||
<h3>Filed with FIU-IND</h3>
|
||||
<p>Reported and closed — kept for the record, with the reference the filing was made under.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="fiu-tbl-wrap">
|
||||
<table class="fiu-tbl">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>ID</th>
|
||||
<th>Client</th>
|
||||
<th>Conclusion</th>
|
||||
<th>Filed On</th>
|
||||
<th>FIU Reference</th>
|
||||
<th>Action</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (sc of filedStrCases; track sc.id) {
|
||||
<tr>
|
||||
<td>{{ sc.id }}</td>
|
||||
<td>{{ sc.clientDisplayName }}</td>
|
||||
<td>{{ sc.conclusion || '—' }}</td>
|
||||
<td>{{ asDate(sc.strFiledOn) | date: 'dd MMM yyyy' }}</td>
|
||||
<td class="mono">{{ sc.strReferenceNo || '—' }}</td>
|
||||
<td><button class="fiu-btn fiu-btn-g" (click)="selectStrCase(sc)">View</button></td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (selectedStrCase) {
|
||||
<div class="str-case-detail">
|
||||
<div class="fiu-form-meta">
|
||||
|
||||
@@ -7,6 +7,7 @@
|
||||
*/
|
||||
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { ActivatedRoute } from '@angular/router';
|
||||
import { FormsModule } from '@angular/forms';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
@@ -25,8 +26,7 @@ import {
|
||||
KycIndividual,
|
||||
PoFinding,
|
||||
StrStatus,
|
||||
StrTransaction,
|
||||
STR_TXNS
|
||||
StrTransaction
|
||||
} from './fiu-data';
|
||||
|
||||
/** A FINnet file rendered as a grid — the same rows that go into the CSV. */
|
||||
@@ -130,6 +130,7 @@ export class FiuComponent implements OnInit {
|
||||
private amlService = inject(AmlService);
|
||||
private sanctionsLogsService = inject(SanctionsLogsService);
|
||||
private authenticationService = inject(AuthenticationService);
|
||||
private route = inject(ActivatedRoute);
|
||||
/** Active tab */
|
||||
activeTab: 'dashboard' | 'ctr' | 'str' | 'customers' | 'files' = 'dashboard';
|
||||
|
||||
@@ -154,7 +155,16 @@ export class FiuComponent implements OnInit {
|
||||
* is honestly empty rather than populated with rows that cannot be filed.
|
||||
*/
|
||||
tc1Txns: CardTransaction[] = [];
|
||||
strTxns: StrTransaction[] = STR_TXNS;
|
||||
/**
|
||||
* The STR transaction file.
|
||||
*
|
||||
* Empty, for the same reason TC1 and the customer cards are. The four rows that sat here named customers this bank
|
||||
* has never onboarded, against account numbers it does not hold, for sums it never received — on the screen an
|
||||
* officer files suspicious-transaction reports from. A filing built on invented rows is not a draft; it is a false
|
||||
* report to FIU-IND. The live alerts the engine has actually escalated are listed on this tab already, and the
|
||||
* file fills from those when the STR export is wired to them.
|
||||
*/
|
||||
strTxns: StrTransaction[] = [];
|
||||
/**
|
||||
* KC1 / KC2 — the customer cards that travel with the CTR bundle.
|
||||
*
|
||||
@@ -210,13 +220,29 @@ export class FiuComponent implements OnInit {
|
||||
*/
|
||||
sanctionsStrCases: any[] = [];
|
||||
sanctionsStrFilter = '';
|
||||
amlAlertStatusFilter = '';
|
||||
amlReviewNotes: Record<number, string> = {};
|
||||
|
||||
amlCtrReports: any[] = [];
|
||||
ctrGenerateMonth = '';
|
||||
|
||||
amlStrCases: any[] = [];
|
||||
|
||||
/**
|
||||
* The cases still carrying work, which is what "Live" means here.
|
||||
*
|
||||
* <p>
|
||||
* A case that has been filed with FIU-IND is finished: the report is gone, the reference number is on it, and there
|
||||
* is nothing left for the Principal Officer to do. Leaving it in the live queue is how a working list stops being
|
||||
* one — every filed case stays on it for good, and an officer opening the tab has to tell the outstanding work from
|
||||
* the closed by reading a status column. Filed cases are listed below, where they can still be looked up.
|
||||
*/
|
||||
get liveStrCases(): any[] {
|
||||
return this.amlStrCases.filter((c) => c?.status !== 'FILED');
|
||||
}
|
||||
|
||||
/** Cases already filed with FIU-IND, kept for the record rather than as work. */
|
||||
get filedStrCases(): any[] {
|
||||
return this.amlStrCases.filter((c) => c?.status === 'FILED');
|
||||
}
|
||||
selectedStrCase: any = null;
|
||||
concludeConclusion: 'NOT_SUSPICIOUS' | 'SUSPICIOUS' = 'NOT_SUSPICIOUS';
|
||||
concludeInvestigationNotes = '';
|
||||
@@ -398,6 +424,14 @@ export class FiuComponent implements OnInit {
|
||||
this.isHeadOffice = this.authenticationService.isHeadOfficeUser();
|
||||
this.currentOfficeName = creds?.officeName || 'Branch Office';
|
||||
|
||||
// Opened on a particular tab when another screen sends the officer here for a reason - the Risk
|
||||
// Review Report links a case that is with the Principal Officer straight to the STR queue, so
|
||||
// landing on the dashboard would make them find it themselves.
|
||||
const wantedTab = this.route.snapshot.queryParamMap.get('tab');
|
||||
if (wantedTab === 'str' || wantedTab === 'ctr' || wantedTab === 'customers' || wantedTab === 'files') {
|
||||
this.activeTab = wantedTab;
|
||||
}
|
||||
|
||||
// The header named a hard-coded officer and a hard-coded month — "Karthik Kamath" and
|
||||
// "January 2026" — on a screen whose whole purpose is to say which month is being filed and
|
||||
// by whom. Both now come from the session and the clock.
|
||||
@@ -615,10 +649,9 @@ export class FiuComponent implements OnInit {
|
||||
}
|
||||
|
||||
/**
|
||||
* Always fetches every status. The triage table and the cleared register are two views of the
|
||||
* same set, so filtering server-side would empty one whenever the other was narrowed — and the
|
||||
* CTR tab reads this list too, which a status filter chosen on the STR tab should not touch.
|
||||
* amlAlertStatusFilter is applied client-side in {@link amlSuspiciousAlerts} instead.
|
||||
* Always fetches every status. This tab shows what was cleared and what became an STR case, which are two views of
|
||||
* the same set, and the CTR tab reads the list as well — so narrowing it server-side for one view would empty
|
||||
* another.
|
||||
*/
|
||||
loadAmlAlerts(): void {
|
||||
this.amlService.getAlerts().subscribe((data) => (this.amlAlerts = data || []));
|
||||
@@ -661,7 +694,8 @@ export class FiuComponent implements OnInit {
|
||||
this.ctrLinesLoading = false;
|
||||
this.ctrTxns = [];
|
||||
this.ctrLinesError =
|
||||
err?.error?.defaultUserMessage || 'Could not load the generated CTR lines. Generate a report for the month first.';
|
||||
err?.error?.defaultUserMessage ||
|
||||
'Could not load the generated CTR lines. Generate a report for the month first.';
|
||||
}
|
||||
});
|
||||
}
|
||||
@@ -761,48 +795,6 @@ export class FiuComponent implements OnInit {
|
||||
return (err: any) => this.toast(err?.error?.defaultUserMessage || `${action} failed — please retry`);
|
||||
}
|
||||
|
||||
/**
|
||||
* Clearing or escalating an alert has to carry a reason: review_notes is the only audit record of
|
||||
* why a flagged transaction was disposed of, and an empty string leaves no trace of the decision.
|
||||
*/
|
||||
private reviewNotesOf(alert: any): string | null {
|
||||
const notes = (this.amlReviewNotes[alert.id] || '').trim();
|
||||
if (!notes) {
|
||||
this.toast(`Enter review notes before disposing of alert #${alert.id}`);
|
||||
return null;
|
||||
}
|
||||
return notes;
|
||||
}
|
||||
|
||||
whitelistAlert(alert: any): void {
|
||||
const notes = this.reviewNotesOf(alert);
|
||||
if (!notes) {
|
||||
return;
|
||||
}
|
||||
this.amlService.reviewAlert(alert.id, 'WHITELIST', notes).subscribe({
|
||||
next: () => {
|
||||
this.toast(`Alert #${alert.id} whitelisted — no STR raised`);
|
||||
this.loadAmlAlerts();
|
||||
},
|
||||
error: this.apiError(`Whitelisting alert #${alert.id}`)
|
||||
});
|
||||
}
|
||||
|
||||
escalateAlert(alert: any): void {
|
||||
const notes = this.reviewNotesOf(alert);
|
||||
if (!notes) {
|
||||
return;
|
||||
}
|
||||
this.amlService.reviewAlert(alert.id, 'ESCALATE', notes).subscribe({
|
||||
next: () => {
|
||||
this.toast(`Alert #${alert.id} escalated — now an STR case for the Principal Officer`);
|
||||
this.loadAmlAlerts();
|
||||
this.loadAmlStrCases();
|
||||
},
|
||||
error: this.apiError(`Escalating alert #${alert.id}`)
|
||||
});
|
||||
}
|
||||
|
||||
generateCtrReport(): void {
|
||||
if (!this.ctrGenerateMonth) {
|
||||
this.toast('Pick a reporting month first');
|
||||
@@ -990,9 +982,16 @@ export class FiuComponent implements OnInit {
|
||||
get liveStrFiled(): number {
|
||||
return this.amlStrCases.filter((c) => c.status === 'FILED').length;
|
||||
}
|
||||
/** Still needs PO action: untouched, or concluded suspicious but not yet filed with FIU-IND. */
|
||||
/**
|
||||
* Still needs PO action: anything neither filed with FIU-IND nor concluded clear.
|
||||
*
|
||||
* Counted by what is unfinished rather than by naming the statuses that are. Adding up OPEN and CONCLUDED_SUSPICIOUS
|
||||
* gives the same figure today, but it is the shape that fails quietly: a case in any status those two do not name
|
||||
* drops out of the KPI while still sitting in the queue below it, and the dashboard then under-reports the work.
|
||||
* That is exactly how five undecided alerts hid behind a pending count of 1 on the flagged-transactions screen.
|
||||
*/
|
||||
get liveStrPending(): number {
|
||||
return this.liveStrOpen + this.liveStrAwaitingFiling;
|
||||
return this.amlStrCases.filter((c) => c?.status !== 'FILED' && c?.status !== 'CONCLUDED_CLEAR').length;
|
||||
}
|
||||
get totalCustomers(): number {
|
||||
return this.kc1.length + this.kc2.length;
|
||||
@@ -1021,12 +1020,6 @@ export class FiuComponent implements OnInit {
|
||||
* The STR triage queue: still to decide, or already escalated. Whitelisted alerts are closed
|
||||
* with no report, so they are not STR business — they live in {@link amlWhitelistedAlerts}.
|
||||
*/
|
||||
get amlSuspiciousAlerts(): any[] {
|
||||
return this.behaviouralAlerts.filter(
|
||||
(a) => a.status !== 'WHITELISTED' && (!this.amlAlertStatusFilter || a.status === this.amlAlertStatusFilter)
|
||||
);
|
||||
}
|
||||
|
||||
/** Cleared register: alerts closed as false positives, kept for audit with their evidence. */
|
||||
get amlWhitelistedAlerts(): any[] {
|
||||
return this.behaviouralAlerts.filter((a) => a.status === 'WHITELISTED');
|
||||
@@ -1689,7 +1682,9 @@ export class FiuComponent implements OnInit {
|
||||
private writeLiveStrXml(cases: any[], filename: string): void {
|
||||
const xml: string[] = [];
|
||||
xml.push('<?xml version="1.0" encoding="UTF-8"?>');
|
||||
xml.push(`<STR xmlns="http://fiuind.gov.in/finnet2/str" reportingMonth="${this.escapeXml(this.reportingMonthLabel)}">`);
|
||||
xml.push(
|
||||
`<STR xmlns="http://fiuind.gov.in/finnet2/str" reportingMonth="${this.escapeXml(this.reportingMonthLabel)}">`
|
||||
);
|
||||
xml.push(` <REBank name="${this.escapeXml(this.bank.name)}" />`);
|
||||
if (this.principalOfficerName) {
|
||||
xml.push(` <PrincipalOfficer name="${this.escapeXml(this.principalOfficerName)}" />`);
|
||||
|
||||
+6
-10
@@ -576,13 +576,11 @@
|
||||
}
|
||||
|
||||
/* ───────── Print — only the page, no toolbar / dialog chrome ─────────
|
||||
This dialog is opened with `maxHeight: '92vh'`, which Angular Material carries onto the
|
||||
overlay pane / .mat-mdc-dialog-container as an inline max-height + overflow:auto clip.
|
||||
`position: absolute` still lives inside that clip and gets cut off — only the on-screen
|
||||
scroll position prints. `position: fixed` escapes it: a fixed element's containing block is
|
||||
the viewport itself, not the clipped ancestor (the classic "fixed child ignores an
|
||||
overflow:hidden parent" behaviour), as long as nothing between here and the viewport sets a
|
||||
transform/filter — the CDK overlay chrome doesn't. */
|
||||
The document-level clip (`html, body { overflow: hidden }`) is lifted globally in main.scss's
|
||||
print block; what remains here is this dialog's own clip — it opens with `maxHeight: '92vh'`,
|
||||
which Angular Material carries onto the overlay pane / .mat-mdc-dialog-container as an inline
|
||||
max-height plus overflow:auto. Freeing those lets the whole certificate flow onto the page in
|
||||
normal static order (a fixed/absolute hack would pin it to the first page instead). */
|
||||
@media print {
|
||||
body > :not(.cdk-overlay-container) {
|
||||
display: none !important;
|
||||
@@ -611,9 +609,7 @@
|
||||
}
|
||||
|
||||
.cpd-root {
|
||||
position: fixed;
|
||||
left: 0;
|
||||
top: 0;
|
||||
position: static;
|
||||
width: 100% !important;
|
||||
height: auto !important;
|
||||
background: #fff;
|
||||
|
||||
@@ -0,0 +1,830 @@
|
||||
<!--
|
||||
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="container">
|
||||
<div class="page-header">
|
||||
<h2>
|
||||
{{ (mode === 'create' ? 'New Locker Allotment' : 'Locker Application') | translate }}
|
||||
<span class="tag"
|
||||
>{{ 'Application No' | translate }}: {{ allotment?.applicationNo ?? ('Auto' | translate) }}</span
|
||||
>
|
||||
@if (allotment) {
|
||||
<span
|
||||
class="pill status-pill"
|
||||
[ngClass]="
|
||||
allotment.status === 'ACTIVE'
|
||||
? 'ok'
|
||||
: allotment.status === 'PENDING_APPROVAL'
|
||||
? 'warn'
|
||||
: allotment.status === 'REJECTED'
|
||||
? 'danger'
|
||||
: 'neutral'
|
||||
"
|
||||
>{{ statusLabel(allotment.status) | translate }}</span
|
||||
>
|
||||
}
|
||||
</h2>
|
||||
<div class="header-actions">
|
||||
<button mat-raised-button [routerLink]="['/locker', 'allotment']">{{ 'labels.buttons.Back' | translate }}</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (loadFailed) {
|
||||
<mat-card class="notice error">
|
||||
<mat-card-content>{{ 'Could not load this locker application.' }}</mat-card-content>
|
||||
</mat-card>
|
||||
} @else {
|
||||
@if (allotment?.status === 'REJECTED' && allotment?.rejectionReason) {
|
||||
<mat-card class="notice error">
|
||||
<mat-card-content>
|
||||
<strong>{{ 'Rejected' | translate }}:</strong> {{ allotment.rejectionReason }}
|
||||
</mat-card-content>
|
||||
</mat-card>
|
||||
}
|
||||
|
||||
<!-- Approver bar: only while pending -->
|
||||
@if (isPending) {
|
||||
<mat-card class="notice approve-bar">
|
||||
<mat-card-content>
|
||||
<span class="approve-text">
|
||||
<fa-icon icon="hourglass-half"></fa-icon> {{
|
||||
'This application is waiting for Branch Manager approval. The locker is reserved until then.'
|
||||
}}
|
||||
</span>
|
||||
<span class="approve-actions">
|
||||
@if (!rejecting) {
|
||||
<button
|
||||
mat-raised-button
|
||||
color="primary"
|
||||
[disabled]="busy"
|
||||
(click)="approve()"
|
||||
*mifosxHasPermission="'APPROVE_LOCKERALLOTMENT'"
|
||||
>
|
||||
<fa-icon icon="check"></fa-icon> {{ 'Approve' | translate }}
|
||||
</button>
|
||||
<button
|
||||
mat-raised-button
|
||||
color="warn"
|
||||
[disabled]="busy"
|
||||
(click)="rejecting = true"
|
||||
*mifosxHasPermission="'REJECT_LOCKERALLOTMENT'"
|
||||
>
|
||||
<fa-icon icon="ban"></fa-icon> {{ 'Reject' | translate }}
|
||||
</button>
|
||||
}
|
||||
</span>
|
||||
@if (rejecting) {
|
||||
<div class="reject-box">
|
||||
<mat-form-field appearance="fill" class="full-width">
|
||||
<mat-label>{{ 'Reason for rejection' | translate }}</mat-label>
|
||||
<textarea
|
||||
matInput
|
||||
rows="2"
|
||||
[(ngModel)]="rejectionReason"
|
||||
[ngModelOptions]="{ standalone: true }"
|
||||
></textarea>
|
||||
</mat-form-field>
|
||||
<div class="form-actions">
|
||||
<button mat-raised-button type="button" (click)="rejecting = false">
|
||||
{{ 'labels.buttons.Cancel' | translate }}
|
||||
</button>
|
||||
<button
|
||||
mat-raised-button
|
||||
color="warn"
|
||||
type="button"
|
||||
[disabled]="busy || !rejectionReason.trim()"
|
||||
(click)="confirmReject()"
|
||||
>
|
||||
{{ 'Confirm Reject' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</mat-card-content>
|
||||
</mat-card>
|
||||
}
|
||||
|
||||
<mat-card>
|
||||
<mat-card-content>
|
||||
<mat-tab-group [(selectedIndex)]="selectedTab" animationDuration="0ms">
|
||||
<!-- ===================== TAB 1: APPLICATION MASTER ===================== -->
|
||||
<!-- Laid out like the legacy screen: left = application + address information, right = locker rent,
|
||||
reference account, contact and KYC. Fields filled from the client are read-only. -->
|
||||
<mat-tab>
|
||||
<ng-template mat-tab-label>
|
||||
<span [class.tab-error]="tab1Errors.length && mainForm.touched">{{
|
||||
'Application Master Entry' | translate
|
||||
}}</span>
|
||||
</ng-template>
|
||||
<div class="tab-body legacy-layout" [formGroup]="mainForm">
|
||||
<!-- ================= LEFT ================= -->
|
||||
<div class="col">
|
||||
<div class="panel">
|
||||
<div class="panel-title">{{ 'Application' | translate }}</div>
|
||||
<div class="grid-2">
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Branch Code' | translate }}</mat-label>
|
||||
<input matInput [value]="allotment?.officeName ?? ownOfficeName" readonly />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Application No' | translate }}</mat-label>
|
||||
<input matInput [value]="allotment?.applicationNo ?? ('Auto' | translate)" readonly />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Client Id' | translate }}</mat-label>
|
||||
<input matInput [value]="clientId ?? ''" readonly required />
|
||||
<mat-hint>{{ 'Filled when the name is picked' | translate }}</mat-hint>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Transaction Date' | translate }}</mat-label>
|
||||
<input matInput [value]="allotment?.transactionDate ?? transactionDate | dateFormat" readonly />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Locker No' | translate }}</mat-label>
|
||||
<mat-select formControlName="lockerId" required>
|
||||
@for (l of lockers; track l.id) {
|
||||
<mat-option [value]="l.id">{{ l.classCode }}-{{ l.lockerNo }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (!mainForm.get('classCode')?.value) {
|
||||
<mat-hint>{{ 'Choose Class Type first' | translate }}</mat-hint>
|
||||
} @else if (lockers.length === 0) {
|
||||
<mat-hint class="hint-warn">{{ 'No vacant locker in this class' | translate }}</mat-hint>
|
||||
} @else {
|
||||
<mat-hint>{{ 'Only vacant lockers' | translate }}</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Key No' | translate }}</mat-label>
|
||||
<input matInput formControlName="keyNo" maxlength="20" required />
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<mifosx-locker-client-picker
|
||||
label="Name"
|
||||
[required]="true"
|
||||
[disabled]="mode !== 'create'"
|
||||
[clientId]="clientId"
|
||||
[clientName]="clientName"
|
||||
(picked)="onClientPicked($event)"
|
||||
></mifosx-locker-client-picker>
|
||||
|
||||
<div class="grid-2">
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Freeze' | translate }}</mat-label>
|
||||
<mat-select formControlName="freeze">
|
||||
<mat-option [value]="false">{{ 'Un Freeze' | translate }}</mat-option>
|
||||
<mat-option [value]="true">{{ 'Freeze' | translate }}</mat-option>
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Risk' | translate }}</mat-label>
|
||||
<mat-select formControlName="risk">
|
||||
<mat-option value="">-</mat-option>
|
||||
@for (r of risks; track r) {
|
||||
<mat-option [value]="r">{{ r }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Freeze Remark' | translate }}</mat-label>
|
||||
<textarea matInput rows="1" formControlName="freezeRemark"></textarea>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Remarks' | translate }}</mat-label>
|
||||
<input matInput formControlName="remarks" />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Op. Date' }}</mat-label>
|
||||
<!-- As on the legacy screen: the transaction date until approval sets the real opening date. -->
|
||||
<input
|
||||
matInput
|
||||
[value]="allotment?.openingDate ?? allotment?.transactionDate ?? transactionDate | dateFormat"
|
||||
readonly
|
||||
/>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Close Date' | translate }}</mat-label>
|
||||
<input
|
||||
matInput
|
||||
[value]="allotment?.closeDate ? (allotment.closeDate | dateFormat) : ''"
|
||||
readonly
|
||||
/>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="panel">
|
||||
<div class="panel-title">{{ 'Address Information' | translate }}</div>
|
||||
<mat-form-field appearance="fill" class="full-width">
|
||||
<mat-label>{{ 'Address' | translate }}</mat-label>
|
||||
<input matInput [value]="clientDetails?.addressLine1 ?? ''" readonly required />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill" class="full-width">
|
||||
<mat-label>{{ 'Address Line 2' | translate }}</mat-label>
|
||||
<input matInput [value]="clientDetails?.addressLine2 ?? ''" readonly />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill" class="full-width">
|
||||
<mat-label>{{ 'Address Line 3' | translate }}</mat-label>
|
||||
<input matInput [value]="clientDetails?.addressLine3 ?? ''" readonly />
|
||||
</mat-form-field>
|
||||
|
||||
<div class="grid-2">
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Pay Mode' | translate }}</mat-label>
|
||||
<mat-select formControlName="payMode" required>
|
||||
@for (p of payModes; track p.value) {
|
||||
<mat-option [value]="p.value">{{ p.label | translate }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (needsJointHolder) {
|
||||
<mat-hint>{{ 'Add joint holders on the Joint Member tab' | translate }}</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Email Active' | translate }}</mat-label>
|
||||
<mat-select formControlName="emailActive">
|
||||
<mat-option [value]="false">{{ 'No' | translate }}</mat-option>
|
||||
<mat-option [value]="true">{{ 'Yes' | translate }}</mat-option>
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Occupation' | translate }}</mat-label>
|
||||
<input matInput [value]="clientDetails?.occupation ?? ''" readonly />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'SMS Active' | translate }}</mat-label>
|
||||
<mat-select formControlName="smsActive">
|
||||
<mat-option [value]="false">{{ 'No' | translate }}</mat-option>
|
||||
<mat-option [value]="true">{{ 'Yes' | translate }}</mat-option>
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
|
||||
@if (mode !== 'view') {
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Password' | translate }}</mat-label>
|
||||
<input
|
||||
matInput
|
||||
type="password"
|
||||
formControlName="password"
|
||||
autocomplete="new-password"
|
||||
[required]="mode === 'create'"
|
||||
/>
|
||||
@if (mode === 'edit') {
|
||||
<mat-hint>{{ 'Blank keeps the current password' | translate }}</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
} @else {
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Password' | translate }}</mat-label>
|
||||
<input matInput value="••••••" readonly />
|
||||
</mat-form-field>
|
||||
}
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Gender' | translate }}</mat-label>
|
||||
<input matInput [value]="clientDetails?.gender ?? ''" readonly />
|
||||
</mat-form-field>
|
||||
|
||||
@if (mode !== 'view') {
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Confirm Password' | translate }}</mat-label>
|
||||
<input matInput type="password" formControlName="confirmPassword" autocomplete="new-password" />
|
||||
@if (mainForm.hasError('passwordMismatch')) {
|
||||
<mat-hint class="hint-warn">{{ 'Passwords do not match' | translate }}</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
}
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Dual Auth Mode' | translate }}</mat-label>
|
||||
<mat-select formControlName="dualAuth">
|
||||
<mat-option [value]="false">{{ 'No' | translate }}</mat-option>
|
||||
<mat-option [value]="true">{{ 'Yes' | translate }}</mat-option>
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Inquiry Sr No' | translate }}</mat-label>
|
||||
<mat-select formControlName="waitingListId" (selectionChange)="onWaitingEntryChange()">
|
||||
<mat-option value="">{{ 'None' | translate }}</mat-option>
|
||||
@for (w of waitingEntries; track w.id) {
|
||||
<mat-option [value]="w.id">
|
||||
{{ w.id }} · {{ w.customerName }} · {{ w.preferredClasses?.join(', ') }}
|
||||
@if (w.clientId && w.clientId === clientId) {
|
||||
· ★
|
||||
}
|
||||
</mat-option>
|
||||
}
|
||||
@if (allotment?.waitingListId && !selectedWaitingEntry) {
|
||||
<mat-option [value]="allotment.waitingListId">{{ allotment.waitingListId }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
<mat-hint>{{ 'Waiting List entry, if any' | translate }}</mat-hint>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Inquiry Date' | translate }}</mat-label>
|
||||
<input
|
||||
matInput
|
||||
[value]="selectedWaitingEntry ? (selectedWaitingEntry.inquiryDate | dateFormat) : ''"
|
||||
readonly
|
||||
/>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="fill" class="span-2">
|
||||
<mat-label>{{ 'Inquirer Name' | translate }}</mat-label>
|
||||
<input matInput [value]="selectedWaitingEntry?.customerName ?? ''" readonly />
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- ================= RIGHT ================= -->
|
||||
<div class="col">
|
||||
<div class="panel">
|
||||
<div class="panel-title">{{ 'Locker Rent' | translate }}</div>
|
||||
<div class="grid-2">
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Class Type' | translate }}</mat-label>
|
||||
<mat-select formControlName="classCode" (selectionChange)="onClassChange()" required>
|
||||
@for (code of classCodes; track code) {
|
||||
<mat-option [value]="code">{{ code }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Category' | translate }}</mat-label>
|
||||
<mat-select formControlName="category" required>
|
||||
@for (c of categories; track c.value) {
|
||||
<mat-option [value]="c.value">{{ c.label | translate }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
@if (clientDetails) {
|
||||
<mat-hint>{{
|
||||
(clientDetails.member ? 'Client is a member' : 'Client is not a member') | translate
|
||||
}}</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Class Rent' | translate }}</mat-label>
|
||||
<input matInput class="num" [value]="classRent | number: '1.2-2'" readonly />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Rent With GST' | translate }}</mat-label>
|
||||
<input matInput class="num" [value]="rentWithGst | number: '1.2-2'" readonly />
|
||||
<mat-hint>{{ 'GST 18%' | translate }}: {{ gstAmount | number: '1.2-2' }}</mat-hint>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Total Rent' | translate }}</mat-label>
|
||||
<input matInput class="num" [value]="totalPayable | number: '1.2-2'" readonly />
|
||||
<mat-hint>{{ 'Rent with GST + Deposit' | translate }}</mat-hint>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Depo Amt.' }}</mat-label>
|
||||
<input matInput class="num" [value]="requiredDeposit | number: '1.2-2'" readonly />
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="panel">
|
||||
<div class="panel-title">{{ 'Reference Account Details' | translate }}</div>
|
||||
<div class="grid-2">
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Branch' | translate }}</mat-label>
|
||||
<input matInput [value]="allotment?.officeName ?? ownOfficeName" readonly />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'A/c Type' | translate }}</mat-label>
|
||||
<mat-select
|
||||
[value]="rentAccountType"
|
||||
(selectionChange)="onRentAccountTypeChange($event.value)"
|
||||
[disabled]="mode === 'view' || mainForm.get('rentExemption')?.value"
|
||||
>
|
||||
@for (t of rentAccountTypes; track t) {
|
||||
<mat-option [value]="t">{{ t }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill" class="span-2">
|
||||
<mat-label>{{ 'A/c No.' }}</mat-label>
|
||||
<mat-select formControlName="rentAccountId" [required]="!mainForm.get('rentExemption')?.value">
|
||||
@for (a of rentAccountsOfType; track a.id) {
|
||||
<mat-option [value]="a.id"
|
||||
>{{ a.accountNo }} · {{ 'Bal' | translate }} {{ a.balance | number: '1.2-2' }}</mat-option
|
||||
>
|
||||
}
|
||||
</mat-select>
|
||||
@if (mainForm.get('rentExemption')?.value) {
|
||||
<mat-hint>{{ 'Not needed — rent is exempted' | translate }}</mat-hint>
|
||||
} @else if (clientDetails && !clientDetails.savingsAccounts?.length) {
|
||||
<mat-hint class="hint-warn">{{ 'Client has no active savings account' | translate }}</mat-hint>
|
||||
} @else {
|
||||
<mat-hint>{{ 'Locker rent is debited from this account' | translate }}</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="panel">
|
||||
<div class="panel-title">{{ 'Contact and KYC' | translate }}</div>
|
||||
<div class="grid-2">
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'City' | translate }}</mat-label>
|
||||
<input matInput [value]="clientDetails?.city ?? ''" readonly />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Phone-1' | translate }}</mat-label>
|
||||
<input matInput [value]="clientDetails?.mobileNo ?? ''" readonly />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Phone-2' | translate }}</mat-label>
|
||||
<input matInput formControlName="phone2" maxlength="15" />
|
||||
@if (mainForm.get('phone2')?.hasError('pattern')) {
|
||||
<mat-error>{{ '10 to 15 digits' | translate }}</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Pincode' | translate }}</mat-label>
|
||||
<input matInput [value]="clientDetails?.pincode ?? ''" readonly />
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Rent Up To Date' | translate }}</mat-label>
|
||||
<input
|
||||
matInput
|
||||
[value]="allotment?.rentUpToDate ? (allotment.rentUpToDate | dateFormat) : ''"
|
||||
readonly
|
||||
/>
|
||||
<mat-hint>{{ 'Updated by Rent Entry' | translate }}</mat-hint>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Exemption Of Rent' | translate }}</mat-label>
|
||||
<mat-select formControlName="rentExemption">
|
||||
<mat-option [value]="false">{{ 'NO' | translate }}</mat-option>
|
||||
<mat-option [value]="true">{{ 'YES' | translate }}</mat-option>
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'P.A.N. No.' }}</mat-label>
|
||||
<input matInput [value]="clientDetails?.panNumber ?? ''" readonly />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Aadhaar No.' }}</mat-label>
|
||||
<input matInput [value]="clientDetails?.aadhaarMasked ?? ''" readonly />
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="panel">
|
||||
<div class="panel-title">{{ 'Documents' | translate }}</div>
|
||||
<div class="grid-2">
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Photo Received' | translate }}</mat-label>
|
||||
<mat-select formControlName="photoReceived">
|
||||
<mat-option [value]="false">{{ 'No' | translate }}</mat-option>
|
||||
<mat-option [value]="true">{{ 'Yes' | translate }}</mat-option>
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Address Proof Received' | translate }}</mat-label>
|
||||
<mat-select formControlName="addressProofReceived">
|
||||
<mat-option [value]="false">{{ 'No' | translate }}</mat-option>
|
||||
<mat-option [value]="true">{{ 'Yes' | translate }}</mat-option>
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (clientId && clientDetailsFailed) {
|
||||
<div class="form-error">{{ 'Could not load the client details.' }}</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</mat-tab>
|
||||
|
||||
<!-- ===================== TAB 2: JOINT MEMBERS ===================== -->
|
||||
<mat-tab>
|
||||
<ng-template mat-tab-label>
|
||||
<span [class.tab-error]="tab2Errors.length && mainForm.touched">
|
||||
{{ 'Joint Member Detail' | translate }}
|
||||
@if (jointHolders.length) {
|
||||
({{ jointHolders.length }})
|
||||
}
|
||||
</span>
|
||||
</ng-template>
|
||||
<div class="tab-body">
|
||||
<div class="form-note">
|
||||
{{ 'Pay Mode' | translate }}:
|
||||
<strong>{{ labelOf(payModes, mainForm.get('payMode')?.value) | translate }}</strong>
|
||||
—
|
||||
{{
|
||||
(needsJointHolder
|
||||
? 'at least one joint holder is required'
|
||||
: 'joint holders are optional; mandate holders can still be added'
|
||||
) | translate
|
||||
}}
|
||||
</div>
|
||||
@for (j of jointHolders; track $index; let i = $index) {
|
||||
<div class="row-card">
|
||||
<span class="row-no">{{ i + 1 }}</span>
|
||||
<div class="row-grid">
|
||||
<mifosx-locker-client-picker
|
||||
label="Client Name"
|
||||
[required]="true"
|
||||
[disabled]="mode === 'view'"
|
||||
[clientId]="j.clientId"
|
||||
[clientName]="j.clientName"
|
||||
[excludeIds]="takenIds(i, jointHolders)"
|
||||
(picked)="onJointPicked(i, $event)"
|
||||
></mifosx-locker-client-picker>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Join Category' | translate }}</mat-label>
|
||||
<mat-select
|
||||
[(ngModel)]="j.joinCategory"
|
||||
[ngModelOptions]="{ standalone: true }"
|
||||
[disabled]="mode === 'view'"
|
||||
>
|
||||
@for (c of joinCategories; track c.value) {
|
||||
<mat-option [value]="c.value">{{ c.label | translate }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
@if (mode !== 'view') {
|
||||
<button
|
||||
mat-icon-button
|
||||
color="warn"
|
||||
type="button"
|
||||
[matTooltip]="'Remove' | translate"
|
||||
(click)="removeJointHolder(i)"
|
||||
>
|
||||
<fa-icon icon="trash"></fa-icon>
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
@if (jointHolders.length === 0) {
|
||||
<div class="empty-state">{{ 'No joint holders' | translate }}</div>
|
||||
}
|
||||
@if (mode !== 'view') {
|
||||
<button mat-stroked-button color="primary" type="button" (click)="addJointHolder()">
|
||||
<fa-icon icon="plus"></fa-icon> {{ 'Add Joint Holder' | translate }}
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
</mat-tab>
|
||||
|
||||
<!-- ===================== TAB 3: OTHER ENTRIES ===================== -->
|
||||
<mat-tab>
|
||||
<ng-template mat-tab-label>
|
||||
<span [class.tab-error]="tab3Errors.length && mainForm.touched">{{ 'Other Entry(s)' | translate }}</span>
|
||||
</ng-template>
|
||||
<div class="tab-body">
|
||||
<div class="section-label">{{ 'Security Deposit (Fixed Deposit)' | translate }}</div>
|
||||
@if (!clientId) {
|
||||
<div class="form-note">{{ 'Choose the client on the first tab to see their fixed deposits.' }}</div>
|
||||
} @else if ((clientDetails?.fixedDeposits ?? []).length === 0) {
|
||||
<div class="form-note">{{ 'Client has no active fixed deposit.' }}</div>
|
||||
} @else {
|
||||
<table class="simple-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th></th>
|
||||
<th>{{ 'A/c No' | translate }}</th>
|
||||
<th>{{ 'Product' | translate }}</th>
|
||||
<th class="num">{{ 'Depo. Amt' }}</th>
|
||||
<th>{{ 'Depo Date' | translate }}</th>
|
||||
<th>{{ 'Matu. Date' }}</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@for (f of clientDetails.fixedDeposits; track f.id) {
|
||||
<tr>
|
||||
<td>
|
||||
<mat-checkbox
|
||||
[checked]="selectedFdIds.has(f.id)"
|
||||
[disabled]="mode === 'view' || (f.onHold && !selectedFdIds.has(f.id))"
|
||||
(change)="toggleFd(f.id, $event.checked)"
|
||||
></mat-checkbox>
|
||||
</td>
|
||||
<td>
|
||||
{{ f.accountNo }}
|
||||
@if (f.onHold && !selectedFdIds.has(f.id)) {
|
||||
<span class="pill neutral">{{ 'Already under lien' | translate }}</span>
|
||||
}
|
||||
</td>
|
||||
<td>{{ f.productName }}</td>
|
||||
<td class="num">{{ f.depositAmount | number: '1.2-2' }}</td>
|
||||
<td>{{ f.depositDate | dateFormat }}</td>
|
||||
<td>{{ f.maturityDate | dateFormat }}</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
}
|
||||
<div class="rate-strip">
|
||||
<div>
|
||||
<span class="k">{{ 'Deposit required' | translate }}</span
|
||||
>{{ requiredDeposit | number: '1.2-2' }}
|
||||
</div>
|
||||
<div>
|
||||
<span class="k">{{ 'FD selected' | translate }}</span
|
||||
>{{ selectedFdTotal | number: '1.2-2' }}
|
||||
</div>
|
||||
@if (depositShortfall > 0) {
|
||||
<div class="warn-text">
|
||||
<fa-icon icon="exclamation-triangle"></fa-icon> {{ 'Short by' | translate }}
|
||||
{{ depositShortfall | number: '1.2-2' }}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
<div class="form-note">
|
||||
{{ 'A lien is placed on the selected deposits when the application is approved.' }}
|
||||
</div>
|
||||
|
||||
<div class="section-label">{{ 'Share / Membership' | translate }}</div>
|
||||
@if (clientDetails) {
|
||||
<div class="client-panel">
|
||||
<div>
|
||||
<span class="k">{{ 'Member' | translate }}</span
|
||||
>{{ (clientDetails.member ? 'Yes' : 'No') | translate }}
|
||||
</div>
|
||||
<div>
|
||||
<span class="k">{{ 'Membership No' | translate }}</span
|
||||
>{{ clientDetails.membershipNo || '-' }}
|
||||
</div>
|
||||
<div>
|
||||
<span class="k">{{ 'No Of Shares' | translate }}</span
|
||||
>{{ clientDetails.totalShares ?? 0 }}
|
||||
</div>
|
||||
</div>
|
||||
} @else {
|
||||
<div class="form-note">{{ "Shown from the client's share account." }}</div>
|
||||
}
|
||||
|
||||
<div class="section-label">{{ 'Guarantor' | translate }}</div>
|
||||
@for (g of guarantors; track $index; let i = $index) {
|
||||
<div class="row-card">
|
||||
<span class="row-no">{{ i + 1 }}</span>
|
||||
<div class="row-grid single">
|
||||
<mifosx-locker-client-picker
|
||||
label="Guarantor Name"
|
||||
[required]="true"
|
||||
[disabled]="mode === 'view'"
|
||||
[clientId]="g.clientId"
|
||||
[clientName]="g.clientName"
|
||||
[excludeIds]="takenIds(i, guarantors)"
|
||||
(picked)="onGuarantorPicked(i, $event)"
|
||||
></mifosx-locker-client-picker>
|
||||
</div>
|
||||
@if (mode !== 'view') {
|
||||
<button
|
||||
mat-icon-button
|
||||
color="warn"
|
||||
type="button"
|
||||
[matTooltip]="'Remove' | translate"
|
||||
(click)="removeGuarantor(i)"
|
||||
>
|
||||
<fa-icon icon="trash"></fa-icon>
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
@if (guarantors.length === 0) {
|
||||
<div class="empty-state">{{ 'No guarantors' | translate }}</div>
|
||||
}
|
||||
@if (mode !== 'view') {
|
||||
<button mat-stroked-button color="primary" type="button" (click)="addGuarantor()">
|
||||
<fa-icon icon="plus"></fa-icon> {{ 'Add Guarantor' | translate }}
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
</mat-tab>
|
||||
|
||||
<!-- ===================== TAB 4: NOMINEE ===================== -->
|
||||
<mat-tab>
|
||||
<ng-template mat-tab-label>
|
||||
<span [class.tab-error]="tab4Errors.length && mainForm.touched">
|
||||
{{ "Nominee's Detail" | translate }}
|
||||
@if (nominees.length) {
|
||||
({{ nominees.length }})
|
||||
}
|
||||
</span>
|
||||
</ng-template>
|
||||
<div class="tab-body" [formGroup]="nomineeForm">
|
||||
<mat-checkbox formControlName="hasNominee" (change)="onHasNomineeChange()">{{
|
||||
'Nominee' | translate
|
||||
}}</mat-checkbox>
|
||||
<div formArrayName="nominees">
|
||||
@for (n of nominees.controls; track $index; let i = $index) {
|
||||
<div class="row-card" [formGroupName]="i">
|
||||
<span class="row-no">{{ i + 1 }}</span>
|
||||
<div class="row-grid nominee">
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Nom. Date' }}</mat-label>
|
||||
<input matInput [matDatepicker]="nomPicker" formControlName="nominationDate" required />
|
||||
<mat-datepicker-toggle matSuffix [for]="nomPicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #nomPicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Name' | translate }}</mat-label>
|
||||
<input matInput formControlName="name" required />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Mobile No' | translate }}</mat-label>
|
||||
<input matInput formControlName="mobileNo" maxlength="15" />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Birth Dt.' }}</mat-label>
|
||||
<input
|
||||
matInput
|
||||
[matDatepicker]="dobPicker"
|
||||
formControlName="dateOfBirth"
|
||||
[max]="transactionDate"
|
||||
/>
|
||||
<mat-datepicker-toggle matSuffix [for]="dobPicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #dobPicker></mat-datepicker>
|
||||
@if (isMinor(i)) {
|
||||
<mat-hint class="hint-warn">{{ 'Minor' | translate }}</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Relation' | translate }}</mat-label>
|
||||
<mat-select formControlName="relation" required>
|
||||
@for (r of relations; track r) {
|
||||
<mat-option [value]="r">{{ r }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Gender' | translate }}</mat-label>
|
||||
<mat-select formControlName="gender" required>
|
||||
@for (g of genders; track g) {
|
||||
<mat-option [value]="g">{{ g }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Guar. Name' }}</mat-label>
|
||||
<input matInput formControlName="guardianName" [required]="isMinor(i)" />
|
||||
@if (isMinor(i)) {
|
||||
<mat-hint>{{ 'Required for a minor nominee' | translate }}</mat-hint>
|
||||
}
|
||||
</mat-form-field>
|
||||
</div>
|
||||
@if (mode !== 'view') {
|
||||
<button
|
||||
mat-icon-button
|
||||
color="warn"
|
||||
type="button"
|
||||
[matTooltip]="'Remove' | translate"
|
||||
(click)="removeNominee(i)"
|
||||
>
|
||||
<fa-icon icon="trash"></fa-icon>
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@if (nomineeForm.get('hasNominee')?.value && mode !== 'view') {
|
||||
<button mat-stroked-button color="primary" type="button" (click)="addNominee()">
|
||||
<fa-icon icon="plus"></fa-icon> {{ 'Add Nominee' | translate }}
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
</mat-tab>
|
||||
</mat-tab-group>
|
||||
|
||||
@if (mode !== 'view') {
|
||||
@if (allErrors.length && mainForm.touched) {
|
||||
<div class="error-list">
|
||||
@for (e of allErrors; track e) {
|
||||
<div><fa-icon icon="exclamation-circle"></fa-icon> {{ e | translate }}</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
<div class="form-actions">
|
||||
<button mat-raised-button type="button" [routerLink]="['/locker', 'allotment']">
|
||||
{{ 'labels.buttons.Cancel' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button color="primary" type="button" [disabled]="busy" (click)="submit()">
|
||||
{{ (mode === 'create' ? 'Submit for Approval' : 'Save Changes') | translate }}
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
</mat-card-content>
|
||||
</mat-card>
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,351 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
.container {
|
||||
padding: 16px;
|
||||
}
|
||||
|
||||
.page-header {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
align-items: center;
|
||||
margin-bottom: 16px;
|
||||
|
||||
h2 {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
flex-wrap: wrap;
|
||||
gap: 10px;
|
||||
margin: 0;
|
||||
}
|
||||
}
|
||||
|
||||
.header-actions {
|
||||
display: flex;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.tag {
|
||||
padding: 2px 8px;
|
||||
border-radius: 6px;
|
||||
background: rgb(0 0 0 / 6%);
|
||||
color: rgb(0 0 0 / 60%);
|
||||
font-size: 0.8rem;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.notice {
|
||||
margin-bottom: 16px;
|
||||
|
||||
&.error {
|
||||
border-left: 4px solid #c62828;
|
||||
}
|
||||
}
|
||||
|
||||
.approve-bar mat-card-content {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
align-items: center;
|
||||
justify-content: space-between;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.approve-text {
|
||||
color: #b45309;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.approve-actions {
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
}
|
||||
|
||||
.reject-box {
|
||||
flex-basis: 100%;
|
||||
}
|
||||
|
||||
.tab-body {
|
||||
padding: 16px 4px 8px;
|
||||
}
|
||||
|
||||
/* Tab 1 keeps the legacy screen's sections and field order, stacked one below the other at full width. */
|
||||
.legacy-layout {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.col {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 12px;
|
||||
min-width: 0;
|
||||
}
|
||||
|
||||
.panel {
|
||||
padding: 12px 14px 4px;
|
||||
border: 1px solid rgb(0 0 0 / 12%);
|
||||
border-radius: 6px;
|
||||
background: #fff;
|
||||
}
|
||||
|
||||
.panel-title {
|
||||
margin: 0 0 10px;
|
||||
font-size: 0.85rem;
|
||||
font-weight: 600;
|
||||
color: #1976d2;
|
||||
}
|
||||
|
||||
/* Fields flow across the full width, as many per row as fit. */
|
||||
.grid-2 {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(auto-fill, minmax(240px, 1fr));
|
||||
gap: 0 16px;
|
||||
|
||||
.span-2 {
|
||||
grid-column: span 2;
|
||||
}
|
||||
}
|
||||
|
||||
input.num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.tab-error {
|
||||
color: #d32f2f;
|
||||
}
|
||||
|
||||
.section-label {
|
||||
font-size: 0.75rem;
|
||||
font-weight: 600;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
margin: 16px 0 8px;
|
||||
|
||||
&:first-child {
|
||||
margin-top: 0;
|
||||
}
|
||||
}
|
||||
|
||||
.form-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(auto-fill, minmax(220px, 1fr));
|
||||
gap: 12px 20px;
|
||||
margin-bottom: 8px;
|
||||
}
|
||||
|
||||
.span-2 {
|
||||
grid-column: span 2;
|
||||
}
|
||||
|
||||
mat-form-field,
|
||||
.full-width {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.info-box {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
justify-content: center;
|
||||
padding: 0 12px;
|
||||
border-radius: 6px;
|
||||
background: rgb(25 118 210 / 6%);
|
||||
min-height: 56px;
|
||||
}
|
||||
|
||||
.info-label {
|
||||
font-size: 0.75rem;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
}
|
||||
|
||||
.info-value {
|
||||
font-size: 0.95rem;
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
.client-panel {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(auto-fill, minmax(200px, 1fr));
|
||||
gap: 8px 20px;
|
||||
padding: 12px 16px;
|
||||
margin-bottom: 8px;
|
||||
border-radius: 6px;
|
||||
background: #fafafa;
|
||||
border: 1px solid rgb(0 0 0 / 8%);
|
||||
font-size: 0.9rem;
|
||||
}
|
||||
|
||||
.k {
|
||||
display: block;
|
||||
font-size: 0.72rem;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.rate-strip {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 12px 32px;
|
||||
padding: 10px 16px;
|
||||
margin: 4px 0 8px;
|
||||
border-radius: 6px;
|
||||
background: rgb(25 118 210 / 6%);
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.sub {
|
||||
font-size: 0.75rem;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.warn-text {
|
||||
color: #b45309;
|
||||
font-weight: 600;
|
||||
align-self: center;
|
||||
}
|
||||
|
||||
.check-row {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 4px 24px;
|
||||
margin-bottom: 8px;
|
||||
}
|
||||
|
||||
.check-cell {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
}
|
||||
|
||||
.row-card {
|
||||
display: flex;
|
||||
align-items: flex-start;
|
||||
gap: 12px;
|
||||
padding: 8px 8px 0;
|
||||
margin-bottom: 8px;
|
||||
border: 1px solid rgb(0 0 0 / 10%);
|
||||
border-radius: 6px;
|
||||
}
|
||||
|
||||
.row-no {
|
||||
min-width: 24px;
|
||||
padding-top: 18px;
|
||||
font-weight: 600;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.row-grid {
|
||||
flex: 1;
|
||||
display: grid;
|
||||
grid-template-columns: 2fr 1fr;
|
||||
gap: 0 16px;
|
||||
|
||||
&.single {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
|
||||
&.nominee {
|
||||
grid-template-columns: repeat(auto-fill, minmax(180px, 1fr));
|
||||
}
|
||||
}
|
||||
|
||||
.simple-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
margin-bottom: 8px;
|
||||
|
||||
th,
|
||||
td {
|
||||
padding: 6px 8px;
|
||||
border-bottom: 1px solid rgb(0 0 0 / 8%);
|
||||
text-align: left;
|
||||
}
|
||||
|
||||
th {
|
||||
font-size: 0.8rem;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
}
|
||||
|
||||
.num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
}
|
||||
|
||||
.form-note {
|
||||
color: rgb(0 0 0 / 60%);
|
||||
font-size: 0.85rem;
|
||||
margin: 0 0 8px;
|
||||
}
|
||||
|
||||
.form-error {
|
||||
color: #d32f2f;
|
||||
font-size: 0.85rem;
|
||||
margin: 0 0 8px;
|
||||
}
|
||||
|
||||
.hint-warn {
|
||||
color: #b45309;
|
||||
}
|
||||
|
||||
.error-list {
|
||||
margin-top: 12px;
|
||||
padding: 10px 14px;
|
||||
border-radius: 6px;
|
||||
background: #fdecea;
|
||||
color: #c62828;
|
||||
font-size: 0.85rem;
|
||||
|
||||
div + div {
|
||||
margin-top: 4px;
|
||||
}
|
||||
}
|
||||
|
||||
.form-actions {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 12px;
|
||||
margin-top: 16px;
|
||||
}
|
||||
|
||||
.empty-state {
|
||||
padding: 16px;
|
||||
text-align: center;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
}
|
||||
|
||||
.pill {
|
||||
font-size: 11px;
|
||||
padding: 2px 8px;
|
||||
border-radius: 6px;
|
||||
font-weight: 600;
|
||||
|
||||
&.ok {
|
||||
background: #dff5e8;
|
||||
color: #28c07a;
|
||||
}
|
||||
|
||||
&.warn {
|
||||
background: #fdf1dc;
|
||||
color: #b45309;
|
||||
}
|
||||
|
||||
&.danger {
|
||||
background: #fde2e1;
|
||||
color: #c62828;
|
||||
}
|
||||
|
||||
&.neutral {
|
||||
background: #e0e0e0;
|
||||
color: #757575;
|
||||
}
|
||||
}
|
||||
|
||||
.status-pill {
|
||||
font-size: 0.75rem;
|
||||
}
|
||||
@@ -0,0 +1,857 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import {
|
||||
AbstractControl,
|
||||
FormsModule,
|
||||
UntypedFormArray,
|
||||
UntypedFormBuilder,
|
||||
UntypedFormGroup,
|
||||
ValidationErrors,
|
||||
ValidatorFn,
|
||||
Validators
|
||||
} from '@angular/forms';
|
||||
import { ActivatedRoute, Router, RouterLink } from '@angular/router';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { MatTabsModule } from '@angular/material/tabs';
|
||||
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
||||
import { MatTooltipModule } from '@angular/material/tooltip';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/** Custom Services */
|
||||
import { LockerService } from '../../locker.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { AuthenticationService } from 'app/core/authentication/authentication.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
import {
|
||||
LockerClientPickerComponent,
|
||||
PickedClient
|
||||
} from '../../shared/locker-client-picker/locker-client-picker.component';
|
||||
|
||||
/** Locker operation password and its confirmation must match. */
|
||||
const passwordMatchValidator: ValidatorFn = (group: AbstractControl): ValidationErrors | null => {
|
||||
const password = group.get('password')?.value;
|
||||
const confirm = group.get('confirmPassword')?.value;
|
||||
return password && confirm && password !== confirm ? { passwordMismatch: true } : null;
|
||||
};
|
||||
|
||||
/** GST on locker rent: 9% CGST + 9% SGST (or 18% IGST) — the total rate shown on the form. */
|
||||
const GST_RATE = 0.18;
|
||||
|
||||
/** One joint holder / mandate holder row on tab 2. */
|
||||
interface JointHolderRow {
|
||||
clientId: number | null;
|
||||
clientName: string | null;
|
||||
joinCategory: string;
|
||||
}
|
||||
|
||||
/** One guarantor row on tab 3. */
|
||||
interface GuarantorRow {
|
||||
clientId: number | null;
|
||||
clientName: string | null;
|
||||
}
|
||||
|
||||
/**
|
||||
* Locker allotment — the legacy "A/c Master Maintenance" screen as four tabs: Application Master, Joint Members,
|
||||
* Other Entries (FD security deposit, membership, guarantors) and Nominees. Saving submits the application for the
|
||||
* Branch Manager's approval; only an approved application allots the locker. The same screen opens an existing
|
||||
* application — editable while pending, read-only afterwards — with Approve / Reject for the approver.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-locker-allotment-form',
|
||||
templateUrl: './allotment-form.component.html',
|
||||
styleUrls: ['./allotment-form.component.scss'],
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
FormsModule,
|
||||
RouterLink,
|
||||
MatButtonModule,
|
||||
MatTabsModule,
|
||||
MatSnackBarModule,
|
||||
MatTooltipModule,
|
||||
FaIconComponent,
|
||||
LockerClientPickerComponent
|
||||
]
|
||||
})
|
||||
export class AllotmentFormComponent implements OnInit {
|
||||
private formBuilder = inject(UntypedFormBuilder);
|
||||
private lockerService = inject(LockerService);
|
||||
private settingsService = inject(SettingsService);
|
||||
private authenticationService = inject(AuthenticationService);
|
||||
private dateUtils = inject(Dates);
|
||||
private route = inject(ActivatedRoute);
|
||||
private router = inject(Router);
|
||||
private snackBar = inject(MatSnackBar);
|
||||
|
||||
private notify(message: string, isError = false): void {
|
||||
this.snackBar.open(message, 'Dismiss', { duration: isError ? 6000 : 3000 });
|
||||
}
|
||||
|
||||
private serverMessage(err: any, fallback: string): string {
|
||||
const body = err?.error;
|
||||
return body?.errors?.[0]?.defaultUserMessage || body?.defaultUserMessage || fallback;
|
||||
}
|
||||
|
||||
// ----- Mode -----
|
||||
|
||||
/** create: new application; edit: pending and the user may change it; view: everything else (read-only). */
|
||||
mode: 'create' | 'edit' | 'view' = 'create';
|
||||
allotmentId: number | null = null;
|
||||
allotment: any = null;
|
||||
busy = false;
|
||||
loadFailed = false;
|
||||
selectedTab = 0;
|
||||
|
||||
// ----- Reference data -----
|
||||
|
||||
ownOfficeName = '';
|
||||
transactionDate: Date = new Date();
|
||||
permissions: string[] = [];
|
||||
|
||||
/** Active class master rows of the branch; rates are taken from the row the chosen locker belongs to. */
|
||||
classRows: any[] = [];
|
||||
classCodes: string[] = [];
|
||||
/** Vacant lockers of the chosen class (plus this application's own locker when it is opened again). */
|
||||
lockers: any[] = [];
|
||||
/** Pending waiting-list entries — this client's first. */
|
||||
waitingEntries: any[] = [];
|
||||
|
||||
// ----- Client (tab 1) -----
|
||||
|
||||
clientId: number | null = null;
|
||||
clientName: string | null = null;
|
||||
clientDetails: any = null;
|
||||
clientDetailsFailed = false;
|
||||
|
||||
// ----- Tabs 2–4 -----
|
||||
|
||||
jointHolders: JointHolderRow[] = [];
|
||||
guarantors: GuarantorRow[] = [];
|
||||
selectedFdIds = new Set<number>();
|
||||
|
||||
readonly payModes = [
|
||||
{ value: 'SELF', label: 'Self' },
|
||||
{ value: 'EITHER_OR_SURVIVOR', label: 'Either or Survivor' },
|
||||
{ value: 'FORMER_OR_SURVIVOR', label: 'Former or Survivor' },
|
||||
{ value: 'ANYONE_OR_SURVIVOR', label: 'Anyone or Survivor' },
|
||||
{ value: 'JOINTLY', label: 'Jointly' }
|
||||
];
|
||||
readonly categories = [
|
||||
{ value: 'MEMBER', label: 'Member' },
|
||||
{ value: 'NON_MEMBER', label: 'Non-Member' },
|
||||
{ value: 'STAFF', label: 'Staff' }
|
||||
];
|
||||
readonly risks = [
|
||||
'LOW',
|
||||
'MEDIUM',
|
||||
'HIGH'
|
||||
];
|
||||
readonly joinCategories = [
|
||||
{ value: 'JOINT_HOLDER', label: 'Joint Holder' },
|
||||
{ value: 'MANDATE_HOLDER', label: 'Mandate Holder' },
|
||||
{ value: 'AUTHORISED_SIGNATORY', label: 'Authorised Signatory' }
|
||||
];
|
||||
readonly relations = [
|
||||
'SPOUSE',
|
||||
'FATHER',
|
||||
'MOTHER',
|
||||
'SON',
|
||||
'DAUGHTER',
|
||||
'BROTHER',
|
||||
'SISTER',
|
||||
'OTHER'
|
||||
];
|
||||
readonly genders = [
|
||||
'MALE',
|
||||
'FEMALE',
|
||||
'OTHER'
|
||||
];
|
||||
|
||||
mainForm: UntypedFormGroup;
|
||||
nomineeForm: UntypedFormGroup;
|
||||
|
||||
rejecting = false;
|
||||
rejectionReason = '';
|
||||
|
||||
constructor() {
|
||||
this.mainForm = this.formBuilder.group(
|
||||
{
|
||||
classCode: [
|
||||
'',
|
||||
Validators.required
|
||||
],
|
||||
lockerId: [
|
||||
'',
|
||||
Validators.required
|
||||
],
|
||||
keyNo: [
|
||||
'',
|
||||
[
|
||||
Validators.required,
|
||||
Validators.maxLength(20)
|
||||
]
|
||||
],
|
||||
category: [
|
||||
'NON_MEMBER',
|
||||
Validators.required
|
||||
],
|
||||
payMode: [
|
||||
'SELF',
|
||||
Validators.required
|
||||
],
|
||||
password: [
|
||||
'',
|
||||
[
|
||||
Validators.minLength(4),
|
||||
Validators.maxLength(20)
|
||||
]
|
||||
],
|
||||
confirmPassword: [''],
|
||||
dualAuth: [false],
|
||||
smsActive: [true],
|
||||
emailActive: [false],
|
||||
rentExemption: [false],
|
||||
rentAccountId: [''],
|
||||
risk: [''],
|
||||
freeze: [false],
|
||||
freezeRemark: [
|
||||
'',
|
||||
Validators.maxLength(200)
|
||||
],
|
||||
waitingListId: [''],
|
||||
phone2: [
|
||||
'',
|
||||
Validators.pattern(/^\d{10,15}$/)
|
||||
],
|
||||
photoReceived: [false],
|
||||
addressProofReceived: [false],
|
||||
remarks: [
|
||||
'',
|
||||
Validators.maxLength(500)
|
||||
]
|
||||
},
|
||||
{ validators: passwordMatchValidator }
|
||||
);
|
||||
this.nomineeForm = this.formBuilder.group({
|
||||
hasNominee: [false],
|
||||
nominees: this.formBuilder.array([])
|
||||
});
|
||||
}
|
||||
|
||||
get nominees(): UntypedFormArray {
|
||||
return this.nomineeForm.get('nominees') as UntypedFormArray;
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
const credentials = this.authenticationService.getCredentials();
|
||||
this.permissions = credentials?.permissions ?? [];
|
||||
this.ownOfficeName = credentials?.officeName ?? '';
|
||||
const businessDate = this.settingsService.businessDate;
|
||||
this.transactionDate = businessDate && !isNaN(businessDate.getTime()) ? businessDate : new Date();
|
||||
|
||||
this.loadClasses();
|
||||
this.loadWaitingEntries();
|
||||
|
||||
const id = this.route.snapshot.paramMap.get('id');
|
||||
if (id && id !== 'new') {
|
||||
this.allotmentId = Number(id);
|
||||
this.loadAllotment();
|
||||
} else {
|
||||
this.mode = 'create';
|
||||
this.applyPasswordRule();
|
||||
}
|
||||
}
|
||||
|
||||
// ----- Loading -----
|
||||
|
||||
private loadAllotment(): void {
|
||||
this.lockerService.getAllotment(this.allotmentId!).subscribe({
|
||||
next: (data: any) => {
|
||||
this.allotment = data;
|
||||
const editable = data.status === 'PENDING_APPROVAL' && this.hasPermission('UPDATE_LOCKERALLOTMENT');
|
||||
this.mode = editable ? 'edit' : 'view';
|
||||
this.fillFromAllotment(data);
|
||||
this.applyPasswordRule();
|
||||
if (this.mode === 'view') {
|
||||
this.mainForm.disable({ emitEvent: false });
|
||||
this.nomineeForm.disable({ emitEvent: false });
|
||||
}
|
||||
},
|
||||
error: () => (this.loadFailed = true)
|
||||
});
|
||||
}
|
||||
|
||||
private fillFromAllotment(data: any): void {
|
||||
this.clientId = data.clientId;
|
||||
this.clientName = data.clientName;
|
||||
this.loadClientDetails(data.clientId);
|
||||
this.mainForm.patchValue(
|
||||
{
|
||||
classCode: data.classCode,
|
||||
lockerId: data.lockerId,
|
||||
keyNo: data.keyNo,
|
||||
category: data.category,
|
||||
payMode: data.payMode,
|
||||
dualAuth: !!data.dualAuth,
|
||||
smsActive: !!data.smsActive,
|
||||
emailActive: !!data.emailActive,
|
||||
rentExemption: !!data.rentExemption,
|
||||
rentAccountId: data.rentAccountId ?? '',
|
||||
risk: data.risk ?? '',
|
||||
freeze: !!data.freeze,
|
||||
freezeRemark: data.freezeRemark ?? '',
|
||||
waitingListId: data.waitingListId ?? '',
|
||||
phone2: data.phone2 ?? '',
|
||||
photoReceived: !!data.photoReceived,
|
||||
addressProofReceived: !!data.addressProofReceived,
|
||||
remarks: data.remarks ?? ''
|
||||
},
|
||||
{ emitEvent: false }
|
||||
);
|
||||
this.loadLockers(data.classCode, { id: data.lockerId, lockerNo: data.lockerNo, lockerClassId: data.lockerClassId });
|
||||
this.jointHolders = (data.jointHolders ?? []).map((j: any) => ({
|
||||
clientId: j.clientId,
|
||||
clientName: j.clientName,
|
||||
joinCategory: j.joinCategory
|
||||
}));
|
||||
this.guarantors = (data.guarantors ?? []).map((g: any) => ({ clientId: g.clientId, clientName: g.clientName }));
|
||||
this.selectedFdIds = new Set((data.fixedDeposits ?? []).map((f: any) => f.accountId));
|
||||
this.nominees.clear();
|
||||
(data.nominees ?? []).forEach((n: any) => this.nominees.push(this.buildNominee(n)));
|
||||
this.nomineeForm.get('hasNominee')?.setValue(this.nominees.length > 0, { emitEvent: false });
|
||||
}
|
||||
|
||||
private loadClasses(): void {
|
||||
this.lockerService.getClasses('ACTIVE', 0, 500).subscribe({
|
||||
next: (res: any) => {
|
||||
this.classRows = res?.pageItems ?? [];
|
||||
this.classCodes = Array.from(new Set<string>(this.classRows.map((c: any) => c.classCode))).sort();
|
||||
},
|
||||
error: () => {
|
||||
this.classRows = [];
|
||||
this.classCodes = [];
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
/** Vacant lockers of the class; the application's own (reserved) locker is kept in the list when reopened. */
|
||||
loadLockers(classCode: string, keep?: { id: number; lockerNo: number; lockerClassId: number }): void {
|
||||
this.lockers = [];
|
||||
if (!classCode) {
|
||||
return;
|
||||
}
|
||||
this.lockerService.getLockers({ classCode, status: 'VACANT' }, 0, 500).subscribe({
|
||||
next: (res: any) => {
|
||||
const rows = res?.pageItems ?? [];
|
||||
if (keep && !rows.some((l: any) => l.id === keep.id)) {
|
||||
rows.unshift({ id: keep.id, lockerNo: keep.lockerNo, lockerClassId: keep.lockerClassId, classCode });
|
||||
}
|
||||
this.lockers = rows;
|
||||
},
|
||||
error: () => (this.lockers = keep ? [{ ...keep, classCode }] : [])
|
||||
});
|
||||
}
|
||||
|
||||
private loadWaitingEntries(): void {
|
||||
this.lockerService.getWaitingList('PENDING', 0, 500).subscribe({
|
||||
next: (res: any) => {
|
||||
this.waitingEntries = res?.pageItems ?? [];
|
||||
this.sortWaitingEntries();
|
||||
},
|
||||
error: () => (this.waitingEntries = [])
|
||||
});
|
||||
}
|
||||
|
||||
/** This client's own inquiries first, then queue order. */
|
||||
private sortWaitingEntries(): void {
|
||||
this.waitingEntries.sort((a: any, b: any) => {
|
||||
const aMine = a.clientId && a.clientId === this.clientId ? 0 : 1;
|
||||
const bMine = b.clientId && b.clientId === this.clientId ? 0 : 1;
|
||||
return aMine - bMine || a.id - b.id;
|
||||
});
|
||||
}
|
||||
|
||||
private loadClientDetails(clientId: number): void {
|
||||
this.clientDetails = null;
|
||||
this.clientDetailsFailed = false;
|
||||
this.lockerService.getAllotmentClientDetails(clientId).subscribe({
|
||||
next: (details: any) => {
|
||||
this.clientDetails = details;
|
||||
if (this.mode === 'create') {
|
||||
// Category follows membership; staff is chosen by hand.
|
||||
this.mainForm.get('category')?.setValue(details?.member ? 'MEMBER' : 'NON_MEMBER');
|
||||
if (details?.riskRating && !this.mainForm.get('risk')?.value) {
|
||||
this.mainForm.get('risk')?.setValue(details.riskRating);
|
||||
}
|
||||
const accounts = details?.savingsAccounts ?? [];
|
||||
if (accounts.length === 1 && !this.mainForm.get('rentAccountId')?.value) {
|
||||
this.mainForm.get('rentAccountId')?.setValue(accounts[0].id);
|
||||
}
|
||||
}
|
||||
this.syncRentAccountType();
|
||||
},
|
||||
error: () => (this.clientDetailsFailed = true)
|
||||
});
|
||||
}
|
||||
|
||||
// ----- Tab 1 events -----
|
||||
|
||||
onClientPicked(client: PickedClient | null): void {
|
||||
this.clientId = client?.clientId ?? null;
|
||||
this.clientName = client?.displayName ?? null;
|
||||
this.clientDetails = null;
|
||||
this.selectedFdIds.clear();
|
||||
this.rentAccountType = '';
|
||||
this.mainForm.get('rentAccountId')?.setValue('');
|
||||
// The applicant cannot also be their own joint holder or guarantor.
|
||||
this.jointHolders = this.jointHolders.filter((j) => j.clientId !== this.clientId);
|
||||
this.guarantors = this.guarantors.filter((g) => g.clientId !== this.clientId);
|
||||
if (this.clientId) {
|
||||
this.loadClientDetails(this.clientId);
|
||||
}
|
||||
this.sortWaitingEntries();
|
||||
}
|
||||
|
||||
onClassChange(): void {
|
||||
this.mainForm.get('lockerId')?.setValue('');
|
||||
this.loadLockers(this.mainForm.get('classCode')?.value);
|
||||
}
|
||||
|
||||
/** Picking a waiting-list entry pre-selects the first class that inquiry asked for. */
|
||||
onWaitingEntryChange(): void {
|
||||
const entry = this.selectedWaitingEntry;
|
||||
const wanted = entry?.preferredClasses?.find((code: string) => this.classCodes.includes(code));
|
||||
if (wanted && !this.mainForm.get('classCode')?.value) {
|
||||
this.mainForm.get('classCode')?.setValue(wanted);
|
||||
this.onClassChange();
|
||||
}
|
||||
}
|
||||
|
||||
get selectedWaitingEntry(): any {
|
||||
const id = Number(this.mainForm.get('waitingListId')?.value);
|
||||
return id ? this.waitingEntries.find((w: any) => w.id === id) : null;
|
||||
}
|
||||
|
||||
// ----- Rates -----
|
||||
|
||||
/** Class master row the chosen locker was created from. */
|
||||
get selectedClassRow(): any {
|
||||
const lockerId = Number(this.mainForm.get('lockerId')?.value);
|
||||
const locker = this.lockers.find((l: any) => l.id === lockerId);
|
||||
const classId = locker?.lockerClassId;
|
||||
return classId ? this.classRows.find((c: any) => c.id === classId) : null;
|
||||
}
|
||||
|
||||
get isMemberRate(): boolean {
|
||||
return this.mainForm.get('category')?.value === 'MEMBER';
|
||||
}
|
||||
|
||||
get classRent(): number {
|
||||
const row = this.selectedClassRow;
|
||||
if (!row) return 0;
|
||||
return Number(this.isMemberRate ? row.memberRent : row.rent) || 0;
|
||||
}
|
||||
|
||||
get gstAmount(): number {
|
||||
return Math.round(this.classRent * GST_RATE * 100) / 100;
|
||||
}
|
||||
|
||||
get rentWithGst(): number {
|
||||
return Math.round((this.classRent + this.gstAmount) * 100) / 100;
|
||||
}
|
||||
|
||||
get requiredDeposit(): number {
|
||||
const row = this.selectedClassRow;
|
||||
if (!row) return 0;
|
||||
return Number(this.isMemberRate ? row.memberDeposit : row.deposit) || 0;
|
||||
}
|
||||
|
||||
/** First payment at allotment: a year's rent with GST plus the security deposit. */
|
||||
get totalPayable(): number {
|
||||
return Math.round((this.rentWithGst + this.requiredDeposit) * 100) / 100;
|
||||
}
|
||||
|
||||
// ----- Reference account (legacy A/c Type → A/c No) -----
|
||||
|
||||
/** Savings product of the rent account, as the legacy "A/c Type" picker. */
|
||||
rentAccountType = '';
|
||||
|
||||
get rentAccountTypes(): string[] {
|
||||
return Array.from(new Set<string>((this.clientDetails?.savingsAccounts ?? []).map((a: any) => a.productName)));
|
||||
}
|
||||
|
||||
get rentAccountsOfType(): any[] {
|
||||
return (this.clientDetails?.savingsAccounts ?? []).filter(
|
||||
(a: any) => !this.rentAccountType || a.productName === this.rentAccountType
|
||||
);
|
||||
}
|
||||
|
||||
onRentAccountTypeChange(type: string): void {
|
||||
this.rentAccountType = type;
|
||||
const accounts = this.rentAccountsOfType;
|
||||
this.mainForm.get('rentAccountId')?.setValue(accounts.length === 1 ? accounts[0].id : '');
|
||||
}
|
||||
|
||||
/** Picks the type of the chosen account, or the only type the client has. */
|
||||
private syncRentAccountType(): void {
|
||||
const accounts = this.clientDetails?.savingsAccounts ?? [];
|
||||
const chosen = accounts.find((a: any) => a.id === Number(this.mainForm.get('rentAccountId')?.value));
|
||||
this.rentAccountType = chosen?.productName ?? (this.rentAccountTypes.length === 1 ? this.rentAccountTypes[0] : '');
|
||||
}
|
||||
|
||||
get selectedFdTotal(): number {
|
||||
return (this.clientDetails?.fixedDeposits ?? [])
|
||||
.filter((f: any) => this.selectedFdIds.has(f.id))
|
||||
.reduce((sum: number, f: any) => sum + (Number(f.depositAmount) || 0), 0);
|
||||
}
|
||||
|
||||
get depositShortfall(): number {
|
||||
return Math.max(0, this.requiredDeposit - this.selectedFdTotal);
|
||||
}
|
||||
|
||||
// ----- Tab 2: joint holders -----
|
||||
|
||||
/** Any mode other than SELF means more than one person operates the locker. */
|
||||
get needsJointHolder(): boolean {
|
||||
return this.mainForm.get('payMode')?.value !== 'SELF';
|
||||
}
|
||||
|
||||
addJointHolder(): void {
|
||||
this.jointHolders.push({ clientId: null, clientName: null, joinCategory: 'JOINT_HOLDER' });
|
||||
}
|
||||
|
||||
removeJointHolder(index: number): void {
|
||||
this.jointHolders.splice(index, 1);
|
||||
}
|
||||
|
||||
onJointPicked(index: number, client: PickedClient | null): void {
|
||||
this.jointHolders[index].clientId = client?.clientId ?? null;
|
||||
this.jointHolders[index].clientName = client?.displayName ?? null;
|
||||
}
|
||||
|
||||
/** Ids already used on this application, so the same person cannot be picked twice. */
|
||||
takenIds(exceptIndex: number, rows: { clientId: number | null }[]): number[] {
|
||||
const ids = rows
|
||||
.filter((_, i) => i !== exceptIndex)
|
||||
.map((r) => r.clientId)
|
||||
.filter((id): id is number => !!id);
|
||||
return this.clientId ? [
|
||||
this.clientId,
|
||||
...ids
|
||||
] : ids;
|
||||
}
|
||||
|
||||
// ----- Tab 3: deposits and guarantors -----
|
||||
|
||||
toggleFd(id: number, checked: boolean): void {
|
||||
if (checked) {
|
||||
this.selectedFdIds.add(id);
|
||||
} else {
|
||||
this.selectedFdIds.delete(id);
|
||||
}
|
||||
}
|
||||
|
||||
addGuarantor(): void {
|
||||
this.guarantors.push({ clientId: null, clientName: null });
|
||||
}
|
||||
|
||||
removeGuarantor(index: number): void {
|
||||
this.guarantors.splice(index, 1);
|
||||
}
|
||||
|
||||
onGuarantorPicked(index: number, client: PickedClient | null): void {
|
||||
this.guarantors[index].clientId = client?.clientId ?? null;
|
||||
this.guarantors[index].clientName = client?.displayName ?? null;
|
||||
}
|
||||
|
||||
// ----- Tab 4: nominees -----
|
||||
|
||||
private buildNominee(n: any = {}): UntypedFormGroup {
|
||||
return this.formBuilder.group({
|
||||
nominationDate: [
|
||||
n.nominationDate ? this.dateUtils.parseDate(n.nominationDate) : this.transactionDate,
|
||||
Validators.required
|
||||
],
|
||||
name: [
|
||||
n.name ?? '',
|
||||
[
|
||||
Validators.required,
|
||||
Validators.maxLength(100)
|
||||
]
|
||||
],
|
||||
mobileNo: [
|
||||
n.mobileNo ?? '',
|
||||
Validators.pattern(/^\d{10,15}$/)
|
||||
],
|
||||
dateOfBirth: [n.dateOfBirth ? this.dateUtils.parseDate(n.dateOfBirth) : ''],
|
||||
relation: [
|
||||
n.relation ?? '',
|
||||
Validators.required
|
||||
],
|
||||
gender: [
|
||||
n.gender ?? '',
|
||||
Validators.required
|
||||
],
|
||||
guardianName: [
|
||||
n.guardianName ?? '',
|
||||
Validators.maxLength(100)
|
||||
]
|
||||
});
|
||||
}
|
||||
|
||||
onHasNomineeChange(): void {
|
||||
if (this.nomineeForm.get('hasNominee')?.value) {
|
||||
if (this.nominees.length === 0) {
|
||||
this.addNominee();
|
||||
}
|
||||
} else {
|
||||
this.nominees.clear();
|
||||
}
|
||||
}
|
||||
|
||||
addNominee(): void {
|
||||
this.nominees.push(this.buildNominee());
|
||||
}
|
||||
|
||||
removeNominee(index: number): void {
|
||||
this.nominees.removeAt(index);
|
||||
if (this.nominees.length === 0) {
|
||||
this.nomineeForm.get('hasNominee')?.setValue(false);
|
||||
}
|
||||
}
|
||||
|
||||
/** Under 18 on the transaction date. */
|
||||
isMinor(index: number): boolean {
|
||||
const dob = this.nominees.at(index).get('dateOfBirth')?.value;
|
||||
if (!dob) return false;
|
||||
const birth = new Date(dob);
|
||||
const eighteenth = new Date(birth.getFullYear() + 18, birth.getMonth(), birth.getDate());
|
||||
return eighteenth > this.transactionDate;
|
||||
}
|
||||
|
||||
// ----- Validation per tab (drives the red tab labels and the submit button) -----
|
||||
|
||||
get tab1Errors(): string[] {
|
||||
const errors: string[] = [];
|
||||
if (!this.clientId) errors.push('Choose the client');
|
||||
const f = this.mainForm;
|
||||
if (f.get('classCode')?.invalid) errors.push('Choose the class');
|
||||
if (f.get('lockerId')?.invalid) errors.push('Choose a vacant locker');
|
||||
if (f.get('keyNo')?.invalid) errors.push('Enter the key number');
|
||||
if (f.get('payMode')?.invalid) errors.push('Choose the pay mode');
|
||||
if (f.get('category')?.invalid) errors.push('Choose the category');
|
||||
if (this.mode === 'create' && !f.get('password')?.value) errors.push('Set the locker password');
|
||||
if (f.get('password')?.invalid) errors.push('Password must be 4 to 20 characters');
|
||||
if (f.hasError('passwordMismatch')) errors.push('Passwords do not match');
|
||||
if (!f.get('rentExemption')?.value && !f.get('rentAccountId')?.value) errors.push('Choose the rent debit account');
|
||||
if (f.get('phone2')?.invalid) errors.push('Phone-2 must be 10 to 15 digits');
|
||||
return errors;
|
||||
}
|
||||
|
||||
get tab2Errors(): string[] {
|
||||
const errors: string[] = [];
|
||||
if (this.needsJointHolder && this.jointHolders.length === 0) {
|
||||
errors.push('This pay mode needs at least one joint holder');
|
||||
}
|
||||
if (this.jointHolders.some((j) => !j.clientId)) errors.push('Pick a client on every joint holder row');
|
||||
return errors;
|
||||
}
|
||||
|
||||
get tab3Errors(): string[] {
|
||||
return this.guarantors.some((g) => !g.clientId) ? ['Pick a client on every guarantor row'] : [];
|
||||
}
|
||||
|
||||
get tab4Errors(): string[] {
|
||||
const errors: string[] = [];
|
||||
if (this.nomineeForm.get('hasNominee')?.value && this.nominees.length === 0) errors.push('Add the nominee');
|
||||
this.nominees.controls.forEach((group, i) => {
|
||||
if (group.invalid) errors.push(`Complete nominee ${i + 1}`);
|
||||
if (this.isMinor(i) && !group.get('guardianName')?.value) {
|
||||
errors.push(`Nominee ${i + 1} is a minor — enter the guardian name`);
|
||||
}
|
||||
});
|
||||
return errors;
|
||||
}
|
||||
|
||||
get allErrors(): string[] {
|
||||
return [
|
||||
...this.tab1Errors,
|
||||
...this.tab2Errors,
|
||||
...this.tab3Errors,
|
||||
...this.tab4Errors
|
||||
];
|
||||
}
|
||||
|
||||
// ----- Save -----
|
||||
|
||||
submit(): void {
|
||||
if (this.mode === 'view' || this.busy) {
|
||||
return;
|
||||
}
|
||||
if (this.allErrors.length) {
|
||||
this.mainForm.markAllAsTouched();
|
||||
this.nomineeForm.markAllAsTouched();
|
||||
this.selectedTab = this.tab1Errors.length ? 0 : this.tab2Errors.length ? 1 : this.tab3Errors.length ? 2 : 3;
|
||||
this.notify(this.allErrors[0], true);
|
||||
return;
|
||||
}
|
||||
this.busy = true;
|
||||
const raw = this.mainForm.getRawValue();
|
||||
const dateFormat = this.settingsService.dateFormat;
|
||||
const payload: any = {
|
||||
clientId: this.clientId,
|
||||
lockerId: Number(raw.lockerId),
|
||||
keyNo: raw.keyNo,
|
||||
category: raw.category,
|
||||
payMode: raw.payMode,
|
||||
dualAuth: !!raw.dualAuth,
|
||||
smsActive: !!raw.smsActive,
|
||||
emailActive: !!raw.emailActive,
|
||||
rentExemption: !!raw.rentExemption,
|
||||
rentAccountId: raw.rentExemption || !raw.rentAccountId ? null : Number(raw.rentAccountId),
|
||||
risk: raw.risk || null,
|
||||
freeze: !!raw.freeze,
|
||||
freezeRemark: raw.freeze ? raw.freezeRemark || null : null,
|
||||
waitingListId: raw.waitingListId ? Number(raw.waitingListId) : null,
|
||||
phone2: raw.phone2 || null,
|
||||
photoReceived: !!raw.photoReceived,
|
||||
addressProofReceived: !!raw.addressProofReceived,
|
||||
remarks: raw.remarks || null,
|
||||
transactionDate: this.dateUtils.formatDate(this.transactionDate, dateFormat),
|
||||
jointHolders: this.jointHolders.map((j) => ({ clientId: j.clientId, joinCategory: j.joinCategory })),
|
||||
fixedDepositIds: [...this.selectedFdIds],
|
||||
guarantors: this.guarantors.map((g) => ({ clientId: g.clientId })),
|
||||
nominees: this.nominees.getRawValue().map((n: any) => ({
|
||||
nominationDate: this.dateUtils.formatDate(n.nominationDate, dateFormat),
|
||||
name: n.name,
|
||||
mobileNo: n.mobileNo || null,
|
||||
dateOfBirth: n.dateOfBirth ? this.dateUtils.formatDate(n.dateOfBirth, dateFormat) : null,
|
||||
relation: n.relation,
|
||||
gender: n.gender,
|
||||
guardianName: n.guardianName || null
|
||||
})),
|
||||
dateFormat,
|
||||
locale: this.settingsService.language.code
|
||||
};
|
||||
// On edit a blank password keeps the one already set.
|
||||
if (raw.password) {
|
||||
payload.password = raw.password;
|
||||
}
|
||||
|
||||
const request =
|
||||
this.mode === 'create'
|
||||
? this.lockerService.createAllotment(payload)
|
||||
: this.lockerService.updateAllotment(this.allotmentId!, payload);
|
||||
request.subscribe({
|
||||
next: (res: any) => {
|
||||
this.busy = false;
|
||||
this.notify(
|
||||
this.mode === 'create'
|
||||
? 'Application submitted for Branch Manager approval'
|
||||
: 'Application updated — still awaiting approval'
|
||||
);
|
||||
this.router.navigate([
|
||||
'/locker',
|
||||
'allotment',
|
||||
res?.resourceId ?? this.allotmentId
|
||||
]);
|
||||
if (this.mode === 'edit') {
|
||||
this.loadAllotment();
|
||||
}
|
||||
},
|
||||
error: (err: any) => {
|
||||
this.busy = false;
|
||||
this.notify(this.serverMessage(err, 'Failed to save the application'), true);
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
// ----- Approval -----
|
||||
|
||||
get isPending(): boolean {
|
||||
return this.allotment?.status === 'PENDING_APPROVAL';
|
||||
}
|
||||
|
||||
approve(): void {
|
||||
if (!this.allotmentId || this.busy) return;
|
||||
this.busy = true;
|
||||
this.lockerService.approveAllotment(this.allotmentId).subscribe({
|
||||
next: () => {
|
||||
this.busy = false;
|
||||
this.notify('Locker allotted');
|
||||
this.loadAllotment();
|
||||
},
|
||||
error: (err: any) => {
|
||||
this.busy = false;
|
||||
this.notify(this.serverMessage(err, 'Failed to approve'), true);
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
confirmReject(): void {
|
||||
if (!this.allotmentId || this.busy || !this.rejectionReason.trim()) return;
|
||||
this.busy = true;
|
||||
this.lockerService.rejectAllotment(this.allotmentId, this.rejectionReason.trim()).subscribe({
|
||||
next: () => {
|
||||
this.busy = false;
|
||||
this.rejecting = false;
|
||||
this.rejectionReason = '';
|
||||
this.notify('Application rejected — the locker is vacant again');
|
||||
this.loadAllotment();
|
||||
},
|
||||
error: (err: any) => {
|
||||
this.busy = false;
|
||||
this.notify(this.serverMessage(err, 'Failed to reject'), true);
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
// ----- Helpers -----
|
||||
|
||||
/** Password is required only for a new application; on edit a blank one means "keep". */
|
||||
private applyPasswordRule(): void {
|
||||
const password = this.mainForm.get('password');
|
||||
const validators = [
|
||||
Validators.minLength(4),
|
||||
Validators.maxLength(20)
|
||||
];
|
||||
password?.setValidators(
|
||||
this.mode === 'create' ? [
|
||||
Validators.required,
|
||||
...validators
|
||||
] : validators
|
||||
);
|
||||
password?.updateValueAndValidity({ emitEvent: false });
|
||||
}
|
||||
|
||||
hasPermission(code: string): boolean {
|
||||
return this.permissions.includes('ALL_FUNCTIONS') || this.permissions.includes(code);
|
||||
}
|
||||
|
||||
labelOf(list: { value: string; label: string }[], value: string): string {
|
||||
return list.find((x) => x.value === value)?.label ?? value;
|
||||
}
|
||||
|
||||
statusLabel(status: string): string {
|
||||
switch (status) {
|
||||
case 'PENDING_APPROVAL':
|
||||
return 'Pending Approval';
|
||||
case 'ACTIVE':
|
||||
return 'Active';
|
||||
case 'REJECTED':
|
||||
return 'Rejected';
|
||||
case 'CLOSED':
|
||||
return 'Closed';
|
||||
default:
|
||||
return status;
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,103 @@
|
||||
<!--
|
||||
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="container">
|
||||
<div class="page-header">
|
||||
<h2>{{ 'Locker Allotment' | translate }}</h2>
|
||||
<div class="header-actions">
|
||||
<button
|
||||
mat-raised-button
|
||||
color="primary"
|
||||
[routerLink]="['/locker', 'allotment', 'new']"
|
||||
*mifosxHasPermission="'CREATE_LOCKERALLOTMENT'"
|
||||
>
|
||||
<fa-icon icon="plus"></fa-icon> {{ 'New Allotment' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button [routerLink]="['/locker']">{{ 'labels.buttons.Back' | translate }}</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="filter-row">
|
||||
@for (s of statuses; track s.value) {
|
||||
<button mat-stroked-button [class.active]="statusFilter === s.value" (click)="filterByStatus(s.value)">
|
||||
{{ s.label | translate }}
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="table-wrapper mat-elevation-z1">
|
||||
<table mat-table [dataSource]="allotments">
|
||||
<ng-container matColumnDef="applicationNo">
|
||||
<th mat-header-cell *matHeaderCellDef class="num">{{ 'Application No' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let a" class="num">
|
||||
<strong>{{ a.applicationNo ?? a.id }}</strong>
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="office">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'Branch' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let a">{{ a.officeName }}</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="clientName">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'Client' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let a">
|
||||
{{ a.clientName }}
|
||||
<br /><span class="sub">{{ 'Client ID' | translate }} {{ a.clientId }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="locker">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'Locker' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let a">
|
||||
<strong>{{ a.classCode }}-{{ a.lockerNo }}</strong>
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="keyNo">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'Key No' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let a">{{ a.keyNo }}</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="payMode">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'Pay Mode' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let a">{{ a.payMode }}</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="openingDate">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'Op. Date' }}</th>
|
||||
<td mat-cell *matCellDef="let a">{{ a.openingDate | dateFormat }}</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="status">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Status' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let a">
|
||||
<span class="pill" [ngClass]="statusClass(a.status)">{{ statusLabel(a.status) | translate }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="actions">
|
||||
<th mat-header-cell *matHeaderCellDef></th>
|
||||
<td mat-cell *matCellDef="let a" class="actions-cell">
|
||||
<button mat-icon-button color="primary" [matTooltip]="'Open' | translate" (click)="open(a)">
|
||||
<fa-icon icon="eye"></fa-icon>
|
||||
</button>
|
||||
</td>
|
||||
</ng-container>
|
||||
<tr mat-header-row *matHeaderRowDef="columns"></tr>
|
||||
<tr mat-row *matRowDef="let row; columns: columns" class="clickable" (click)="open(row)"></tr>
|
||||
</table>
|
||||
@if (loadFailed) {
|
||||
<div class="empty-state">{{ 'Could not load locker applications.' }}</div>
|
||||
} @else if (allotments.length === 0) {
|
||||
<div class="empty-state">{{ 'labels.text.No records to display' | translate }}</div>
|
||||
}
|
||||
@if (totalRecords > 0) {
|
||||
<mat-paginator
|
||||
[length]="totalRecords"
|
||||
[pageSize]="pageSize"
|
||||
[pageSizeOptions]="pageSizeOptions"
|
||||
[pageIndex]="pageIndex"
|
||||
showFirstLastButtons
|
||||
(page)="onPageChange($event)"
|
||||
></mat-paginator>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
@@ -0,0 +1,99 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
.container {
|
||||
padding: 16px;
|
||||
}
|
||||
|
||||
.page-header {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
align-items: center;
|
||||
margin-bottom: 16px;
|
||||
}
|
||||
|
||||
.header-actions {
|
||||
display: flex;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.filter-row {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
gap: 8px;
|
||||
margin-bottom: 16px;
|
||||
|
||||
button.active {
|
||||
background: rgb(25 118 210 / 12%);
|
||||
}
|
||||
}
|
||||
|
||||
.table-wrapper {
|
||||
overflow-x: auto;
|
||||
background: #fff;
|
||||
}
|
||||
|
||||
table {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
tr.clickable {
|
||||
cursor: pointer;
|
||||
|
||||
&:hover {
|
||||
background: rgb(25 118 210 / 4%);
|
||||
}
|
||||
}
|
||||
|
||||
td.num,
|
||||
th.num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.sub {
|
||||
font-size: 0.8rem;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.actions-cell {
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.pill {
|
||||
font-size: 11px;
|
||||
padding: 2px 8px;
|
||||
border-radius: 6px;
|
||||
font-weight: 600;
|
||||
|
||||
&.ok {
|
||||
background: #dff5e8;
|
||||
color: #28c07a;
|
||||
}
|
||||
|
||||
&.warn {
|
||||
background: #fdf1dc;
|
||||
color: #b45309;
|
||||
}
|
||||
|
||||
&.danger {
|
||||
background: #fde2e1;
|
||||
color: #c62828;
|
||||
}
|
||||
|
||||
&.neutral {
|
||||
background: #e0e0e0;
|
||||
color: #757575;
|
||||
}
|
||||
}
|
||||
|
||||
.empty-state {
|
||||
padding: 24px;
|
||||
text-align: center;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
}
|
||||
@@ -0,0 +1,134 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import { Router, RouterLink } from '@angular/router';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { MatTableModule } from '@angular/material/table';
|
||||
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
|
||||
import { MatTooltipModule } from '@angular/material/tooltip';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/** Custom Services */
|
||||
import { LockerService } from '../../locker.service';
|
||||
|
||||
/**
|
||||
* Locker applications of the branch by status. A new application waits for the Branch Manager's approval; only
|
||||
* then is the locker allotted. Opening a row shows the full application (and Approve / Reject while pending).
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-locker-allotment-list',
|
||||
templateUrl: './allotment-list.component.html',
|
||||
styleUrls: ['./allotment-list.component.scss'],
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
RouterLink,
|
||||
MatButtonModule,
|
||||
MatTableModule,
|
||||
MatPaginatorModule,
|
||||
MatTooltipModule,
|
||||
FaIconComponent
|
||||
]
|
||||
})
|
||||
export class AllotmentListComponent implements OnInit {
|
||||
private lockerService = inject(LockerService);
|
||||
private router = inject(Router);
|
||||
|
||||
allotments: any[] = [];
|
||||
loadFailed = false;
|
||||
|
||||
statusFilter = 'PENDING_APPROVAL';
|
||||
pageSize = 10;
|
||||
pageIndex = 0;
|
||||
totalRecords = 0;
|
||||
pageSizeOptions = [
|
||||
10,
|
||||
25,
|
||||
50,
|
||||
100
|
||||
];
|
||||
|
||||
statuses = [
|
||||
{ value: 'PENDING_APPROVAL', label: 'Pending Approval' },
|
||||
{ value: 'ACTIVE', label: 'Active' },
|
||||
{ value: 'REJECTED', label: 'Rejected' },
|
||||
{ value: 'CLOSED', label: 'Closed' }
|
||||
];
|
||||
|
||||
columns = [
|
||||
'applicationNo',
|
||||
'office',
|
||||
'clientName',
|
||||
'locker',
|
||||
'keyNo',
|
||||
'payMode',
|
||||
'openingDate',
|
||||
'status',
|
||||
'actions'
|
||||
];
|
||||
|
||||
ngOnInit(): void {
|
||||
this.loadAllotments();
|
||||
}
|
||||
|
||||
loadAllotments(): void {
|
||||
this.loadFailed = false;
|
||||
this.lockerService
|
||||
.getAllotments(this.statusFilter || undefined, this.pageIndex * this.pageSize, this.pageSize)
|
||||
.subscribe({
|
||||
next: (res: any) => {
|
||||
this.allotments = res?.pageItems ?? [];
|
||||
this.totalRecords = Number(res?.totalFilteredRecords ?? 0);
|
||||
},
|
||||
error: () => {
|
||||
this.allotments = [];
|
||||
this.totalRecords = 0;
|
||||
this.loadFailed = true;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
filterByStatus(status: string): void {
|
||||
this.statusFilter = this.statusFilter === status ? '' : status;
|
||||
this.pageIndex = 0;
|
||||
this.loadAllotments();
|
||||
}
|
||||
|
||||
onPageChange(event: PageEvent): void {
|
||||
this.pageSize = event.pageSize;
|
||||
this.pageIndex = event.pageIndex;
|
||||
this.loadAllotments();
|
||||
}
|
||||
|
||||
open(row: any): void {
|
||||
this.router.navigate([
|
||||
'/locker',
|
||||
'allotment',
|
||||
row.id
|
||||
]);
|
||||
}
|
||||
|
||||
statusLabel(status: string): string {
|
||||
return this.statuses.find((s) => s.value === status)?.label ?? status;
|
||||
}
|
||||
|
||||
statusClass(status: string): string {
|
||||
switch (status) {
|
||||
case 'ACTIVE':
|
||||
return 'ok';
|
||||
case 'PENDING_APPROVAL':
|
||||
return 'warn';
|
||||
case 'REJECTED':
|
||||
return 'danger';
|
||||
default:
|
||||
return 'neutral';
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,281 @@
|
||||
<!--
|
||||
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="container">
|
||||
<div class="page-header">
|
||||
<h2>{{ 'Class Master' | translate }}</h2>
|
||||
<div class="header-actions">
|
||||
<button mat-raised-button color="primary" (click)="openAddForm()" *mifosxHasPermission="'CREATE_LOCKERCLASS'">
|
||||
<fa-icon icon="plus"></fa-icon> {{ 'Add Locker Class' | translate }}
|
||||
</button>
|
||||
<button mat-raised-button [routerLink]="['/locker']">{{ 'labels.buttons.Back' | translate }}</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (showForm) {
|
||||
<mat-card class="add-form">
|
||||
<mat-card-content>
|
||||
<h3 class="form-title">
|
||||
{{ (editingId === null ? 'New Locker Class' : 'Edit Locker Class') | translate }}
|
||||
<span class="sr-no">{{ 'Sr No' | translate }}: {{ editingId ?? ('Auto' | translate) }}</span>
|
||||
</h3>
|
||||
<form [formGroup]="classForm" (ngSubmit)="submit()">
|
||||
<div class="section-label">{{ 'Class' | translate }}</div>
|
||||
<div class="form-grid">
|
||||
@if (isSuperUser) {
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Branch' | translate }}</mat-label>
|
||||
<mat-select formControlName="officeId" required>
|
||||
@for (office of offices; track office.id) {
|
||||
<mat-option [value]="office.id">{{ office.name }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
} @else {
|
||||
<div class="total-box">
|
||||
<span class="total-label">{{ 'Branch' | translate }}</span>
|
||||
<span class="branch-value">{{ ownOfficeName }}</span>
|
||||
</div>
|
||||
}
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Class' | translate }}</mat-label>
|
||||
<input matInput formControlName="classCode" placeholder="A1" required />
|
||||
<mat-hint>{{ 'Letters and digits, e.g. A1, B2' }}</mat-hint>
|
||||
@if (classForm.get('classCode')?.hasError('pattern')) {
|
||||
<mat-error>{{ 'Only letters and digits' | translate }}</mat-error>
|
||||
}
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Class Name' | translate }}</mat-label>
|
||||
<mat-select formControlName="className" required>
|
||||
@for (name of classNames; track name) {
|
||||
<mat-option [value]="name">{{ name }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Area' | translate }}</mat-label>
|
||||
<input matInput type="number" formControlName="area" required />
|
||||
<mat-hint>{{ 'Locker size' | translate }}</mat-hint>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<div class="section-label">{{ 'Rent and Deposit' | translate }}</div>
|
||||
<div class="form-grid">
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Rent (yearly)' | translate }}</mat-label>
|
||||
<input matInput type="number" formControlName="rent" required />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Member Rent (yearly)' | translate }}</mat-label>
|
||||
<input matInput type="number" formControlName="memberRent" />
|
||||
<mat-hint>{{ 'Blank = same as Rent' | translate }}</mat-hint>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Deposit' | translate }}</mat-label>
|
||||
<input matInput type="number" formControlName="deposit" required />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Member Deposit' | translate }}</mat-label>
|
||||
<input matInput type="number" formControlName="memberDeposit" />
|
||||
<mat-hint>{{ 'Blank = same as Deposit' | translate }}</mat-hint>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
|
||||
<div class="section-label">{{ 'Locker Numbers' | translate }}</div>
|
||||
<div class="form-grid">
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Start Locker No' | translate }}</mat-label>
|
||||
<input matInput type="number" formControlName="startLockerNo" required />
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'End Locker No' | translate }}</mat-label>
|
||||
<input matInput type="number" formControlName="endLockerNo" required />
|
||||
</mat-form-field>
|
||||
<div class="total-box">
|
||||
<span class="total-label">{{ 'Total Lockers' | translate }}</span>
|
||||
<span class="total-value">{{ totalLockers }}</span>
|
||||
</div>
|
||||
</div>
|
||||
@if (classForm.hasError('endBeforeStart')) {
|
||||
<div class="form-error">{{ 'End Locker No cannot be less than Start Locker No' | translate }}</div>
|
||||
}
|
||||
@if (overlappingRange; as clash) {
|
||||
<div class="form-error">
|
||||
{{ 'Class' | translate }} {{ clash.classCode }} {{ 'already has lockers' | translate }}
|
||||
{{ clash.startLockerNo }}–{{ clash.endLockerNo }}
|
||||
</div>
|
||||
}
|
||||
@if (editingId !== null) {
|
||||
<div class="form-note">
|
||||
{{ 'Class and locker numbers cannot be changed. Add a new row for a different range.' }}
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="section-label">{{ 'Effective Period' | translate }}</div>
|
||||
<div class="form-grid">
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Effective From' | translate }}</mat-label>
|
||||
<input matInput [matDatepicker]="fromPicker" formControlName="effectiveFromDate" required />
|
||||
<mat-datepicker-toggle matSuffix [for]="fromPicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #fromPicker></mat-datepicker>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Effective To' | translate }}</mat-label>
|
||||
<input
|
||||
matInput
|
||||
[matDatepicker]="toPicker"
|
||||
formControlName="effectiveToDate"
|
||||
[min]="classForm.get('effectiveFromDate')?.value"
|
||||
/>
|
||||
<mat-datepicker-toggle matSuffix [for]="toPicker"></mat-datepicker-toggle>
|
||||
<mat-datepicker #toPicker></mat-datepicker>
|
||||
<mat-hint>{{ 'Blank = no end date' | translate }}</mat-hint>
|
||||
</mat-form-field>
|
||||
</div>
|
||||
@if (classForm.hasError('toBeforeFrom')) {
|
||||
<div class="form-error">{{ 'Effective To cannot be before Effective From' | translate }}</div>
|
||||
}
|
||||
|
||||
<div class="form-actions">
|
||||
<button mat-raised-button type="button" (click)="cancel()">
|
||||
{{ 'labels.buttons.Cancel' | translate }}
|
||||
</button>
|
||||
<button
|
||||
mat-raised-button
|
||||
color="primary"
|
||||
type="submit"
|
||||
[disabled]="classForm.invalid || overlappingRange || busy"
|
||||
>
|
||||
{{ 'labels.buttons.Submit' | translate }}
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</mat-card-content>
|
||||
</mat-card>
|
||||
}
|
||||
|
||||
<div class="filter-row">
|
||||
@for (s of ['ACTIVE', 'INACTIVE']; track s) {
|
||||
<button mat-stroked-button [class.active]="statusFilter === s" (click)="filterByStatus(s)">{{ s }}</button>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="table-wrapper mat-elevation-z1">
|
||||
<table mat-table [dataSource]="classList">
|
||||
<ng-container matColumnDef="srNo">
|
||||
<th mat-header-cell *matHeaderCellDef class="num">{{ 'Sr No' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let c" class="num">{{ c.id }}</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="office">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'Branch' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let c">{{ c.officeName }}</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="classCode">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'Class' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let c">
|
||||
<strong>{{ c.classCode }}</strong>
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="className">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'Class Name' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let c">
|
||||
<span class="pill neutral">{{ c.className }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="area">
|
||||
<th mat-header-cell *matHeaderCellDef class="num">{{ 'Area' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let c" class="num">{{ c.area }}</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="rent">
|
||||
<th mat-header-cell *matHeaderCellDef class="num">{{ 'Rent / Member' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let c" class="num">
|
||||
{{ c.rent | number: '1.0-2' }}<br />
|
||||
<span class="sub">{{ c.memberRent | number: '1.0-2' }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="lockerRange">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'Locker No' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let c">{{ c.startLockerNo }} – {{ c.endLockerNo }}</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="totalLockers">
|
||||
<th mat-header-cell *matHeaderCellDef class="num">{{ 'Total' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let c" class="num">{{ c.endLockerNo - c.startLockerNo + 1 }}</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="occupied">
|
||||
<th mat-header-cell *matHeaderCellDef class="num">{{ 'Occupied' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let c" class="num">{{ c.occupied ?? 0 }}</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="deposit">
|
||||
<th mat-header-cell *matHeaderCellDef class="num">{{ 'Deposit / Member' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let c" class="num">
|
||||
{{ c.deposit | number: '1.0-2' }}<br />
|
||||
<span class="sub">{{ c.memberDeposit | number: '1.0-2' }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="effectiveFrom">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'Effective From' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let c">{{ c.effectiveFromDate | dateFormat }}</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="effectiveTo">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'Effective To' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let c">{{ c.effectiveToDate ? (c.effectiveToDate | dateFormat) : '-' }}</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="active">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Status' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let c">
|
||||
<span class="pill" [ngClass]="c.active ? 'ok' : 'neutral'">{{ c.active ? 'Active' : 'Inactive' }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="actions">
|
||||
<th mat-header-cell *matHeaderCellDef></th>
|
||||
<td mat-cell *matCellDef="let c" class="actions-cell">
|
||||
@if (c.active) {
|
||||
<button
|
||||
mat-icon-button
|
||||
color="primary"
|
||||
[matTooltip]="'Edit' | translate"
|
||||
(click)="edit(c)"
|
||||
*mifosxHasPermission="'UPDATE_LOCKERCLASS'"
|
||||
>
|
||||
<fa-icon icon="pen"></fa-icon>
|
||||
</button>
|
||||
<button
|
||||
mat-icon-button
|
||||
color="warn"
|
||||
[matTooltip]="'Deactivate' | translate"
|
||||
(click)="deactivate(c)"
|
||||
*mifosxHasPermission="'DELETE_LOCKERCLASS'"
|
||||
>
|
||||
<fa-icon icon="trash"></fa-icon>
|
||||
</button>
|
||||
}
|
||||
</td>
|
||||
</ng-container>
|
||||
<tr mat-header-row *matHeaderRowDef="columns"></tr>
|
||||
<tr mat-row *matRowDef="let row; columns: columns"></tr>
|
||||
</table>
|
||||
@if (loadFailed) {
|
||||
<div class="empty-state">
|
||||
{{ 'Could not load locker classes.' }}
|
||||
</div>
|
||||
} @else if (classList.length === 0) {
|
||||
<div class="empty-state">{{ 'labels.text.No records to display' | translate }}</div>
|
||||
}
|
||||
@if (totalRecords > 0) {
|
||||
<mat-paginator
|
||||
[length]="totalRecords"
|
||||
[pageSize]="pageSize"
|
||||
[pageSizeOptions]="pageSizeOptions"
|
||||
[pageIndex]="pageIndex"
|
||||
showFirstLastButtons
|
||||
(page)="onPageChange($event)"
|
||||
></mat-paginator>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
@@ -0,0 +1,166 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
.container {
|
||||
padding: 16px;
|
||||
}
|
||||
|
||||
.page-header {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
align-items: center;
|
||||
margin-bottom: 16px;
|
||||
}
|
||||
|
||||
.header-actions {
|
||||
display: flex;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.filter-row {
|
||||
display: flex;
|
||||
gap: 8px;
|
||||
margin-bottom: 16px;
|
||||
|
||||
button.active {
|
||||
background: rgb(25 118 210 / 12%);
|
||||
}
|
||||
}
|
||||
|
||||
.add-form {
|
||||
margin-bottom: 16px;
|
||||
}
|
||||
|
||||
.form-title {
|
||||
margin: 0 0 12px;
|
||||
font-size: 1.05rem;
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
.sr-no {
|
||||
margin-left: 12px;
|
||||
padding: 2px 8px;
|
||||
border-radius: 6px;
|
||||
background: rgb(0 0 0 / 6%);
|
||||
color: rgb(0 0 0 / 60%);
|
||||
font-size: 0.8rem;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.section-label {
|
||||
font-size: 0.75rem;
|
||||
font-weight: 600;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
margin: 12px 0 8px;
|
||||
}
|
||||
|
||||
.form-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(auto-fill, minmax(220px, 1fr));
|
||||
gap: 12px 20px;
|
||||
margin-bottom: 8px;
|
||||
}
|
||||
|
||||
mat-form-field {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
.total-box {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
justify-content: center;
|
||||
padding: 0 12px;
|
||||
border-radius: 6px;
|
||||
background: rgb(25 118 210 / 6%);
|
||||
min-height: 56px;
|
||||
}
|
||||
|
||||
.total-label {
|
||||
font-size: 0.75rem;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
}
|
||||
|
||||
.total-value {
|
||||
font-size: 1.3rem;
|
||||
font-weight: 600;
|
||||
color: #1976d2;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.branch-value {
|
||||
font-size: 1rem;
|
||||
font-weight: 600;
|
||||
}
|
||||
|
||||
.form-error {
|
||||
color: #d32f2f;
|
||||
font-size: 0.85rem;
|
||||
margin: 0 0 8px;
|
||||
}
|
||||
|
||||
.form-note {
|
||||
color: rgb(0 0 0 / 60%);
|
||||
font-size: 0.85rem;
|
||||
margin: 0 0 8px;
|
||||
}
|
||||
|
||||
.form-actions {
|
||||
display: flex;
|
||||
justify-content: flex-end;
|
||||
gap: 12px;
|
||||
margin-top: 16px;
|
||||
}
|
||||
|
||||
.table-wrapper {
|
||||
overflow-x: auto;
|
||||
background: #fff;
|
||||
}
|
||||
|
||||
table {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
td.num,
|
||||
th.num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.sub {
|
||||
font-size: 0.8rem;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
}
|
||||
|
||||
.actions-cell {
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.pill {
|
||||
font-size: 11px;
|
||||
padding: 2px 8px;
|
||||
border-radius: 6px;
|
||||
font-weight: 600;
|
||||
|
||||
&.ok {
|
||||
background: #dff5e8;
|
||||
color: #28c07a;
|
||||
}
|
||||
|
||||
&.neutral {
|
||||
background: #e0e0e0;
|
||||
color: #757575;
|
||||
}
|
||||
}
|
||||
|
||||
.empty-state {
|
||||
padding: 24px;
|
||||
text-align: center;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
}
|
||||
@@ -0,0 +1,409 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component, OnInit, inject } from '@angular/core';
|
||||
import {
|
||||
AbstractControl,
|
||||
UntypedFormBuilder,
|
||||
UntypedFormGroup,
|
||||
ValidationErrors,
|
||||
ValidatorFn,
|
||||
Validators
|
||||
} from '@angular/forms';
|
||||
import { RouterLink } from '@angular/router';
|
||||
import { MatIconModule } from '@angular/material/icon';
|
||||
import { MatButtonModule } from '@angular/material/button';
|
||||
import { MatTableModule } from '@angular/material/table';
|
||||
import { MatPaginatorModule, PageEvent } from '@angular/material/paginator';
|
||||
import { MatSnackBar, MatSnackBarModule } from '@angular/material/snack-bar';
|
||||
import { MatTooltipModule } from '@angular/material/tooltip';
|
||||
import { MatDialog } from '@angular/material/dialog';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/** Custom Services */
|
||||
import { LockerService } from '../locker.service';
|
||||
import { SettingsService } from 'app/settings/settings.service';
|
||||
import { AuthenticationService } from 'app/core/authentication/authentication.service';
|
||||
import { Dates } from 'app/core/utils/dates';
|
||||
import { DeleteDialogComponent } from 'app/shared/delete-dialog/delete-dialog.component';
|
||||
|
||||
/** End locker no must not be below the start, and effective-to must not be before effective-from. */
|
||||
const rangeValidator: ValidatorFn = (group: AbstractControl): ValidationErrors | null => {
|
||||
const errors: ValidationErrors = {};
|
||||
const start = Number(group.get('startLockerNo')?.value);
|
||||
const end = Number(group.get('endLockerNo')?.value);
|
||||
if (start && end && end < start) {
|
||||
errors['endBeforeStart'] = true;
|
||||
}
|
||||
const from = group.get('effectiveFromDate')?.value;
|
||||
const to = group.get('effectiveToDate')?.value;
|
||||
if (from && to && new Date(to) < new Date(from)) {
|
||||
errors['toBeforeFrom'] = true;
|
||||
}
|
||||
return Object.keys(errors).length ? errors : null;
|
||||
};
|
||||
|
||||
/**
|
||||
* Locker class master — one row per locker number range of a class (a class such as A1 can have several ranges),
|
||||
* with member / non-member rent and deposit and an effective period. Occupied is counted from allotments by the
|
||||
* server, never stored. Only a Branch Manager (own branch) or the Super user (any branch) may change it; the
|
||||
* server enforces both, the buttons here are only hidden to match.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-locker-class-master',
|
||||
templateUrl: './class-master.component.html',
|
||||
styleUrls: ['./class-master.component.scss'],
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
RouterLink,
|
||||
MatIconModule,
|
||||
MatButtonModule,
|
||||
MatTableModule,
|
||||
MatPaginatorModule,
|
||||
MatSnackBarModule,
|
||||
MatTooltipModule,
|
||||
FaIconComponent
|
||||
]
|
||||
})
|
||||
export class ClassMasterComponent implements OnInit {
|
||||
private formBuilder = inject(UntypedFormBuilder);
|
||||
private lockerService = inject(LockerService);
|
||||
private settingsService = inject(SettingsService);
|
||||
private dateUtils = inject(Dates);
|
||||
private authenticationService = inject(AuthenticationService);
|
||||
private dialog = inject(MatDialog);
|
||||
private snackBar = inject(MatSnackBar);
|
||||
|
||||
private notify(message: string, isError = false): void {
|
||||
this.snackBar.open(message, 'Dismiss', { duration: isError ? 6000 : 3000 });
|
||||
}
|
||||
|
||||
/** The server's own reason (overlapping range, allotted lockers, other branch) rather than a generic failure. */
|
||||
private serverMessage(err: any, fallback: string): string {
|
||||
const body = err?.error;
|
||||
return body?.errors?.[0]?.defaultUserMessage || body?.defaultUserMessage || fallback;
|
||||
}
|
||||
|
||||
/** Super user picks any branch; everyone else is fixed to their own. */
|
||||
isSuperUser = false;
|
||||
ownOfficeId: number | null = null;
|
||||
ownOfficeName = '';
|
||||
offices: any[] = [];
|
||||
|
||||
classList: any[] = [];
|
||||
showForm = false;
|
||||
busy = false;
|
||||
loadFailed = false;
|
||||
/** Id of the row being edited; null while adding. */
|
||||
editingId: number | null = null;
|
||||
|
||||
statusFilter = 'ACTIVE';
|
||||
pageSize = 10;
|
||||
pageIndex = 0;
|
||||
totalRecords = 0;
|
||||
pageSizeOptions = [
|
||||
10,
|
||||
25,
|
||||
50,
|
||||
100
|
||||
];
|
||||
|
||||
classNames = [
|
||||
'SMALL',
|
||||
'MEDIUM',
|
||||
'LARGE'
|
||||
];
|
||||
|
||||
classForm: UntypedFormGroup;
|
||||
|
||||
columns = [
|
||||
'srNo',
|
||||
'office',
|
||||
'classCode',
|
||||
'className',
|
||||
'area',
|
||||
'rent',
|
||||
'lockerRange',
|
||||
'totalLockers',
|
||||
'occupied',
|
||||
'deposit',
|
||||
'effectiveFrom',
|
||||
'effectiveTo',
|
||||
'active',
|
||||
'actions'
|
||||
];
|
||||
|
||||
constructor() {
|
||||
this.classForm = this.formBuilder.group(
|
||||
{
|
||||
officeId: [''],
|
||||
classCode: [
|
||||
'',
|
||||
[
|
||||
Validators.required,
|
||||
Validators.maxLength(10),
|
||||
Validators.pattern(/^[A-Za-z0-9]+$/)
|
||||
]
|
||||
],
|
||||
className: [
|
||||
'',
|
||||
Validators.required
|
||||
],
|
||||
area: [
|
||||
'',
|
||||
[
|
||||
Validators.required,
|
||||
Validators.min(1)
|
||||
]
|
||||
],
|
||||
rent: [
|
||||
'',
|
||||
[
|
||||
Validators.required,
|
||||
Validators.min(0)
|
||||
]
|
||||
],
|
||||
memberRent: [
|
||||
'',
|
||||
Validators.min(0)
|
||||
],
|
||||
deposit: [
|
||||
'',
|
||||
[
|
||||
Validators.required,
|
||||
Validators.min(0)
|
||||
]
|
||||
],
|
||||
memberDeposit: [
|
||||
'',
|
||||
Validators.min(0)
|
||||
],
|
||||
startLockerNo: [
|
||||
'',
|
||||
[
|
||||
Validators.required,
|
||||
Validators.min(1),
|
||||
Validators.pattern(/^\d+$/)
|
||||
]
|
||||
],
|
||||
endLockerNo: [
|
||||
'',
|
||||
[
|
||||
Validators.required,
|
||||
Validators.min(1),
|
||||
Validators.pattern(/^\d+$/)
|
||||
]
|
||||
],
|
||||
effectiveFromDate: [
|
||||
new Date(),
|
||||
Validators.required
|
||||
],
|
||||
effectiveToDate: ['']
|
||||
},
|
||||
{ validators: rangeValidator }
|
||||
);
|
||||
}
|
||||
|
||||
ngOnInit(): void {
|
||||
const credentials = this.authenticationService.getCredentials();
|
||||
this.isSuperUser = !!credentials?.permissions?.includes('ALL_FUNCTIONS');
|
||||
this.ownOfficeId = credentials?.officeId ?? null;
|
||||
this.ownOfficeName = credentials?.officeName ?? '';
|
||||
if (this.isSuperUser) {
|
||||
this.lockerService.getOffices().subscribe({
|
||||
next: (offices: any[]) => (this.offices = offices ?? []),
|
||||
error: () => (this.offices = [])
|
||||
});
|
||||
}
|
||||
this.loadClasses();
|
||||
}
|
||||
|
||||
/** Lockers the entered range will create — shown live so the user can check it before saving. */
|
||||
get totalLockers(): number {
|
||||
const start = Number(this.classForm.get('startLockerNo')?.value);
|
||||
const end = Number(this.classForm.get('endLockerNo')?.value);
|
||||
return start && end && end >= start ? end - start + 1 : 0;
|
||||
}
|
||||
|
||||
/** Another active range of the same class already covering any of the entered locker numbers (on the loaded page). */
|
||||
get overlappingRange(): any | null {
|
||||
const code = String(this.classForm.get('classCode')?.value || '').toUpperCase();
|
||||
const start = Number(this.classForm.get('startLockerNo')?.value);
|
||||
const end = Number(this.classForm.get('endLockerNo')?.value);
|
||||
const officeId = Number(this.classForm.get('officeId')?.value || this.ownOfficeId);
|
||||
if (!code || !start || !end || end < start) {
|
||||
return null;
|
||||
}
|
||||
return (
|
||||
this.classList.find(
|
||||
(c) =>
|
||||
c.active &&
|
||||
c.id !== this.editingId &&
|
||||
c.officeId === officeId &&
|
||||
String(c.classCode).toUpperCase() === code &&
|
||||
start <= c.endLockerNo &&
|
||||
end >= c.startLockerNo
|
||||
) ?? null
|
||||
);
|
||||
}
|
||||
|
||||
loadClasses(): void {
|
||||
this.loadFailed = false;
|
||||
this.lockerService
|
||||
.getClasses(this.statusFilter || undefined, this.pageIndex * this.pageSize, this.pageSize)
|
||||
.subscribe({
|
||||
next: (res: any) => {
|
||||
this.classList = res?.pageItems ?? [];
|
||||
this.totalRecords = Number(res?.totalFilteredRecords ?? 0);
|
||||
},
|
||||
error: () => {
|
||||
this.classList = [];
|
||||
this.totalRecords = 0;
|
||||
this.loadFailed = true;
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
filterByStatus(status: string): void {
|
||||
this.statusFilter = this.statusFilter === status ? '' : status;
|
||||
this.pageIndex = 0;
|
||||
this.loadClasses();
|
||||
}
|
||||
|
||||
onPageChange(event: PageEvent): void {
|
||||
this.pageSize = event.pageSize;
|
||||
this.pageIndex = event.pageIndex;
|
||||
this.loadClasses();
|
||||
}
|
||||
|
||||
openAddForm(): void {
|
||||
this.editingId = null;
|
||||
this.resetForm();
|
||||
this.showForm = true;
|
||||
}
|
||||
|
||||
/** Class code and locker range stay fixed once saved — a different range is added as a new row. */
|
||||
edit(row: any): void {
|
||||
this.editingId = row.id;
|
||||
this.classForm.reset({
|
||||
officeId: row.officeId,
|
||||
classCode: row.classCode,
|
||||
className: row.className,
|
||||
area: row.area,
|
||||
rent: row.rent,
|
||||
memberRent: row.memberRent,
|
||||
deposit: row.deposit,
|
||||
memberDeposit: row.memberDeposit,
|
||||
startLockerNo: row.startLockerNo,
|
||||
endLockerNo: row.endLockerNo,
|
||||
effectiveFromDate: row.effectiveFromDate ? this.dateUtils.parseDate(row.effectiveFromDate) : '',
|
||||
effectiveToDate: row.effectiveToDate ? this.dateUtils.parseDate(row.effectiveToDate) : ''
|
||||
});
|
||||
this.classForm.get('officeId')?.disable();
|
||||
this.classForm.get('classCode')?.disable();
|
||||
this.classForm.get('startLockerNo')?.disable();
|
||||
this.classForm.get('endLockerNo')?.disable();
|
||||
this.showForm = true;
|
||||
}
|
||||
|
||||
cancel(): void {
|
||||
this.showForm = false;
|
||||
this.editingId = null;
|
||||
this.resetForm();
|
||||
}
|
||||
|
||||
submit(): void {
|
||||
if (this.classForm.invalid || this.overlappingRange || this.busy) {
|
||||
return;
|
||||
}
|
||||
this.busy = true;
|
||||
const raw = this.classForm.getRawValue();
|
||||
const dateFormat = this.settingsService.dateFormat;
|
||||
// Member rate falls back to the normal rate when left blank, as in the legacy class master.
|
||||
const payload: any = {
|
||||
className: raw.className,
|
||||
area: Number(raw.area),
|
||||
rent: Number(raw.rent),
|
||||
memberRent: raw.memberRent !== '' && raw.memberRent != null ? Number(raw.memberRent) : Number(raw.rent),
|
||||
deposit: Number(raw.deposit),
|
||||
memberDeposit:
|
||||
raw.memberDeposit !== '' && raw.memberDeposit != null ? Number(raw.memberDeposit) : Number(raw.deposit),
|
||||
effectiveFromDate: this.dateUtils.formatDate(raw.effectiveFromDate, dateFormat),
|
||||
dateFormat,
|
||||
locale: this.settingsService.language.code
|
||||
};
|
||||
if (raw.effectiveToDate) {
|
||||
payload.effectiveToDate = this.dateUtils.formatDate(raw.effectiveToDate, dateFormat);
|
||||
} else if (this.editingId != null) {
|
||||
// Sent blank on edit so a previously set end date can be cleared.
|
||||
payload.effectiveToDate = null;
|
||||
}
|
||||
if (this.editingId == null) {
|
||||
if (this.isSuperUser && raw.officeId) {
|
||||
payload.officeId = Number(raw.officeId);
|
||||
}
|
||||
payload.classCode = String(raw.classCode).toUpperCase();
|
||||
payload.startLockerNo = Number(raw.startLockerNo);
|
||||
payload.endLockerNo = Number(raw.endLockerNo);
|
||||
}
|
||||
|
||||
const request =
|
||||
this.editingId == null
|
||||
? this.lockerService.createClass(payload)
|
||||
: this.lockerService.updateClass(this.editingId, payload);
|
||||
request.subscribe({
|
||||
next: () => {
|
||||
this.busy = false;
|
||||
this.notify(this.editingId == null ? 'Locker class saved' : 'Locker class updated');
|
||||
this.cancel();
|
||||
this.loadClasses();
|
||||
},
|
||||
error: (err: any) => {
|
||||
this.busy = false;
|
||||
this.notify(this.serverMessage(err, 'Failed to save locker class'), true);
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
deactivate(row: any): void {
|
||||
const dialogRef = this.dialog.open(DeleteDialogComponent, {
|
||||
data: { deleteContext: `locker class ${row.classCode} (lockers ${row.startLockerNo}-${row.endLockerNo})` }
|
||||
});
|
||||
dialogRef.afterClosed().subscribe((response: any) => {
|
||||
if (!response?.delete) {
|
||||
return;
|
||||
}
|
||||
this.lockerService.deactivateClass(row.id).subscribe({
|
||||
next: () => {
|
||||
this.notify('Locker class deactivated');
|
||||
this.loadClasses();
|
||||
},
|
||||
error: (err: any) => this.notify(this.serverMessage(err, 'Failed to deactivate locker class'), true)
|
||||
});
|
||||
});
|
||||
}
|
||||
|
||||
private resetForm(): void {
|
||||
this.classForm.reset({
|
||||
officeId: this.ownOfficeId ?? '',
|
||||
className: '',
|
||||
effectiveFromDate: new Date(),
|
||||
effectiveToDate: ''
|
||||
});
|
||||
if (this.isSuperUser) {
|
||||
this.classForm.get('officeId')?.enable();
|
||||
} else {
|
||||
this.classForm.get('officeId')?.disable();
|
||||
}
|
||||
this.classForm.get('classCode')?.enable();
|
||||
this.classForm.get('startLockerNo')?.enable();
|
||||
this.classForm.get('endLockerNo')?.enable();
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,45 @@
|
||||
<!--
|
||||
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="container">
|
||||
<div class="page-header">
|
||||
<h2>{{ 'Locker' | translate }}</h2>
|
||||
</div>
|
||||
|
||||
@for (group of groups; track group.title) {
|
||||
<h3 class="group-title">{{ group.title | translate }}</h3>
|
||||
<div class="cards-grid">
|
||||
@for (screen of group.screens; track screen.label) {
|
||||
@if (screen.ready) {
|
||||
<mat-card class="lk-card" [routerLink]="screen.route">
|
||||
<mat-card-content>
|
||||
<div class="card-head">
|
||||
<span class="card-icon">
|
||||
<fa-icon [icon]="screen.icon"></fa-icon>
|
||||
</span>
|
||||
<span class="card-title">{{ screen.label | translate }}</span>
|
||||
</div>
|
||||
</mat-card-content>
|
||||
</mat-card>
|
||||
} @else {
|
||||
<mat-card class="lk-card lk-card--disabled" aria-disabled="true">
|
||||
<mat-card-content>
|
||||
<div class="card-head">
|
||||
<span class="card-icon">
|
||||
<fa-icon [icon]="screen.icon"></fa-icon>
|
||||
</span>
|
||||
<span class="card-title">{{ screen.label | translate }}</span>
|
||||
<span class="soon-badge">{{ 'Coming soon' | translate }}</span>
|
||||
</div>
|
||||
</mat-card-content>
|
||||
</mat-card>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@@ -0,0 +1,95 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
.container {
|
||||
padding: 16px;
|
||||
}
|
||||
|
||||
.page-header {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
align-items: center;
|
||||
margin-bottom: 16px;
|
||||
}
|
||||
|
||||
.group-title {
|
||||
font-size: 0.95rem;
|
||||
font-weight: 600;
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
color: rgb(0 0 0 / 55%);
|
||||
margin: 24px 0 12px;
|
||||
|
||||
&:first-of-type {
|
||||
margin-top: 0;
|
||||
}
|
||||
}
|
||||
|
||||
.cards-grid {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(auto-fill, minmax(260px, 1fr));
|
||||
gap: 16px;
|
||||
}
|
||||
|
||||
.lk-card {
|
||||
cursor: pointer;
|
||||
transition:
|
||||
box-shadow 0.2s ease,
|
||||
transform 0.2s ease;
|
||||
|
||||
&:hover {
|
||||
box-shadow: 0 4px 12px rgb(0 0 0 / 15%);
|
||||
transform: translateY(-2px);
|
||||
}
|
||||
}
|
||||
|
||||
.lk-card--disabled {
|
||||
cursor: default;
|
||||
opacity: 0.6;
|
||||
|
||||
&:hover {
|
||||
box-shadow: none;
|
||||
transform: none;
|
||||
}
|
||||
}
|
||||
|
||||
.card-head {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.card-icon {
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
width: 42px;
|
||||
height: 42px;
|
||||
border-radius: 10px;
|
||||
flex: 0 0 auto;
|
||||
background: rgb(25 118 210 / 10%);
|
||||
color: #1976d2;
|
||||
font-size: 1.15rem;
|
||||
}
|
||||
|
||||
.card-title {
|
||||
font-size: 1.05rem;
|
||||
font-weight: 600;
|
||||
line-height: 1.2;
|
||||
}
|
||||
|
||||
.soon-badge {
|
||||
margin-left: auto;
|
||||
padding: 2px 8px;
|
||||
border-radius: 10px;
|
||||
background: rgb(0 0 0 / 8%);
|
||||
color: rgb(0 0 0 / 60%);
|
||||
font-size: 0.7rem;
|
||||
font-weight: 600;
|
||||
white-space: nowrap;
|
||||
}
|
||||
@@ -0,0 +1,162 @@
|
||||
/**
|
||||
* Copyright since 2025 Mifos Initiative
|
||||
*
|
||||
* This Source Code Form is subject to the terms of the Mozilla Public
|
||||
* License, v. 2.0. If a copy of the MPL was not distributed with this
|
||||
* file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
||||
*/
|
||||
|
||||
/** Angular Imports */
|
||||
import { Component } from '@angular/core';
|
||||
import { RouterLink } from '@angular/router';
|
||||
import { MatCardModule } from '@angular/material/card';
|
||||
import { FaIconComponent } from '@fortawesome/angular-fontawesome';
|
||||
import { STANDALONE_SHARED_IMPORTS } from 'app/standalone-shared.module';
|
||||
|
||||
/** One dashboard card. `ready` stays false until that screen is built, so the card cannot route to a missing page. */
|
||||
interface LockerScreen {
|
||||
route: string[];
|
||||
label: string;
|
||||
icon: string;
|
||||
ready: boolean;
|
||||
}
|
||||
|
||||
/** A titled row of cards on the dashboard. */
|
||||
interface LockerScreenGroup {
|
||||
title: string;
|
||||
screens: LockerScreen[];
|
||||
}
|
||||
|
||||
/**
|
||||
* Safe Deposit Locker landing page — one card per screen, grouped as one-time setup, daily counter work and
|
||||
* occasional lifecycle actions.
|
||||
*/
|
||||
@Component({
|
||||
selector: 'mifosx-locker-dashboard',
|
||||
templateUrl: './locker-dashboard.component.html',
|
||||
styleUrls: ['./locker-dashboard.component.scss'],
|
||||
imports: [
|
||||
...STANDALONE_SHARED_IMPORTS,
|
||||
RouterLink,
|
||||
MatCardModule,
|
||||
FaIconComponent
|
||||
]
|
||||
})
|
||||
export class LockerDashboardComponent {
|
||||
groups: LockerScreenGroup[] = [
|
||||
{
|
||||
title: 'Setup',
|
||||
screens: [
|
||||
{
|
||||
route: [
|
||||
'/locker',
|
||||
'class-master'
|
||||
],
|
||||
label: 'Class Master',
|
||||
icon: 'layer-group',
|
||||
ready: true
|
||||
},
|
||||
{
|
||||
route: [
|
||||
'/locker',
|
||||
'lockers'
|
||||
],
|
||||
label: 'Locker List',
|
||||
icon: 'th-large',
|
||||
ready: true
|
||||
},
|
||||
{
|
||||
route: [
|
||||
'/locker',
|
||||
'waiting-list'
|
||||
],
|
||||
label: 'Waiting List',
|
||||
icon: 'hourglass-half',
|
||||
ready: true
|
||||
},
|
||||
{
|
||||
route: [
|
||||
'/locker',
|
||||
'gl-mapping'
|
||||
],
|
||||
label: 'GL Mapping',
|
||||
icon: 'book-open',
|
||||
ready: false
|
||||
}
|
||||
]
|
||||
},
|
||||
{
|
||||
title: 'Daily Work',
|
||||
screens: [
|
||||
{
|
||||
route: [
|
||||
'/locker',
|
||||
'allotment'
|
||||
],
|
||||
label: 'Allotment',
|
||||
icon: 'file-signature',
|
||||
ready: true
|
||||
},
|
||||
{
|
||||
route: [
|
||||
'/locker',
|
||||
'rent-entry'
|
||||
],
|
||||
label: 'Rent Entry',
|
||||
icon: 'receipt',
|
||||
ready: false
|
||||
},
|
||||
{
|
||||
route: [
|
||||
'/locker',
|
||||
'in-out-entry'
|
||||
],
|
||||
label: 'In / Out Entry',
|
||||
icon: 'door-open',
|
||||
ready: false
|
||||
}
|
||||
]
|
||||
},
|
||||
{
|
||||
title: 'Others',
|
||||
screens: [
|
||||
{
|
||||
route: [
|
||||
'/locker',
|
||||
'key-change'
|
||||
],
|
||||
label: 'Key Change',
|
||||
icon: 'key',
|
||||
ready: false
|
||||
},
|
||||
{
|
||||
route: [
|
||||
'/locker',
|
||||
'freeze'
|
||||
],
|
||||
label: 'Freeze / Unfreeze',
|
||||
icon: 'ban',
|
||||
ready: false
|
||||
},
|
||||
{
|
||||
route: [
|
||||
'/locker',
|
||||
'surrender'
|
||||
],
|
||||
label: 'Surrender',
|
||||
icon: 'box-open',
|
||||
ready: false
|
||||
},
|
||||
{
|
||||
route: [
|
||||
'/locker',
|
||||
'reports'
|
||||
],
|
||||
label: 'Reports',
|
||||
icon: 'chart-bar',
|
||||
ready: false
|
||||
}
|
||||
]
|
||||
}
|
||||
];
|
||||
}
|
||||
@@ -0,0 +1,146 @@
|
||||
<!--
|
||||
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="container">
|
||||
<div class="page-header">
|
||||
<h2>{{ 'Locker List' | translate }}</h2>
|
||||
<div class="header-actions">
|
||||
<button mat-raised-button [routerLink]="['/locker']">{{ 'labels.buttons.Back' | translate }}</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="tiles">
|
||||
<button type="button" class="tile" [class.active]="statusFilter === ''" (click)="filterByStatus('')">
|
||||
<span class="tile-label">{{ 'Total' | translate }}</span>
|
||||
<span class="tile-value">{{ summary.total }}</span>
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="tile vacant"
|
||||
[class.active]="statusFilter === 'VACANT'"
|
||||
(click)="filterByStatus('VACANT')"
|
||||
>
|
||||
<span class="tile-label">{{ 'Vacant' | translate }}</span>
|
||||
<span class="tile-value">{{ summary.vacant }}</span>
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="tile allotted"
|
||||
[class.active]="statusFilter === 'ALLOTTED'"
|
||||
(click)="filterByStatus('ALLOTTED')"
|
||||
>
|
||||
<span class="tile-label">{{ 'Allotted' | translate }}</span>
|
||||
<span class="tile-value">{{ summary.allotted }}</span>
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
class="tile blocked"
|
||||
[class.active]="statusFilter === 'BLOCKED'"
|
||||
(click)="filterByStatus('BLOCKED')"
|
||||
>
|
||||
<span class="tile-label">{{ 'Blocked' | translate }}</span>
|
||||
<span class="tile-value">{{ summary.blocked }}</span>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="filter-row">
|
||||
@if (isSuperUser) {
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Branch' | translate }}</mat-label>
|
||||
<mat-select [(ngModel)]="officeFilter" (selectionChange)="refresh()">
|
||||
<mat-option value="">{{ 'All Branches' | translate }}</mat-option>
|
||||
@for (office of offices; track office.id) {
|
||||
<mat-option [value]="office.id">{{ office.name }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
}
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Class' | translate }}</mat-label>
|
||||
<mat-select [(ngModel)]="classFilter" (selectionChange)="applyFilters()">
|
||||
<mat-option value="">{{ 'All Classes' | translate }}</mat-option>
|
||||
@for (code of classCodes; track code) {
|
||||
<mat-option [value]="code">{{ code }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Status' | translate }}</mat-label>
|
||||
<mat-select [(ngModel)]="statusFilter" (selectionChange)="applyFilters()">
|
||||
<mat-option value="">{{ 'All' | translate }}</mat-option>
|
||||
@for (s of statuses; track s) {
|
||||
<mat-option [value]="s">{{ s }}</mat-option>
|
||||
}
|
||||
</mat-select>
|
||||
</mat-form-field>
|
||||
<mat-form-field appearance="fill">
|
||||
<mat-label>{{ 'Locker No' | translate }}</mat-label>
|
||||
<input matInput type="number" min="1" [(ngModel)]="lockerNoFilter" (keyup.enter)="applyFilters()" />
|
||||
</mat-form-field>
|
||||
<button mat-raised-button color="primary" (click)="applyFilters()">
|
||||
<fa-icon icon="search"></fa-icon> {{ 'Search' | translate }}
|
||||
</button>
|
||||
<button mat-stroked-button (click)="clearFilters()">{{ 'Clear' | translate }}</button>
|
||||
</div>
|
||||
|
||||
<div class="table-wrapper mat-elevation-z1">
|
||||
<table mat-table [dataSource]="lockers">
|
||||
<ng-container matColumnDef="office">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'Branch' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let l">{{ l.officeName }}</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="classCode">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'Class' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let l">
|
||||
<strong>{{ l.classCode }}</strong>
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="className">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'Class Name' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let l">
|
||||
<span class="pill neutral">{{ l.className }}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="lockerNo">
|
||||
<th mat-header-cell *matHeaderCellDef class="num">{{ 'Locker No' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let l" class="num">{{ l.lockerNo }}</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="keyNo">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'Key No' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let l">{{ l.keyNo || '-' }}</td>
|
||||
</ng-container>
|
||||
<ng-container matColumnDef="status">
|
||||
<th mat-header-cell *matHeaderCellDef>{{ 'labels.inputs.Status' | translate }}</th>
|
||||
<td mat-cell *matCellDef="let l">
|
||||
<span class="pill" [ngClass]="l.status === 'VACANT' ? 'ok' : l.status === 'ALLOTTED' ? 'info' : 'warn'">{{
|
||||
l.status
|
||||
}}</span>
|
||||
</td>
|
||||
</ng-container>
|
||||
<tr mat-header-row *matHeaderRowDef="columns"></tr>
|
||||
<tr mat-row *matRowDef="let row; columns: columns"></tr>
|
||||
</table>
|
||||
@if (loadFailed) {
|
||||
<div class="empty-state">{{ 'Could not load lockers.' }}</div>
|
||||
} @else if (lockers.length === 0) {
|
||||
<div class="empty-state">
|
||||
{{ 'No lockers found. Lockers are created from Class Master.' }}
|
||||
</div>
|
||||
}
|
||||
@if (totalRecords > 0) {
|
||||
<mat-paginator
|
||||
[length]="totalRecords"
|
||||
[pageSize]="pageSize"
|
||||
[pageSizeOptions]="pageSizeOptions"
|
||||
[pageIndex]="pageIndex"
|
||||
showFirstLastButtons
|
||||
(page)="onPageChange($event)"
|
||||
></mat-paginator>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
@@ -0,0 +1,135 @@
|
||||
/**
|
||||
* 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/.
|
||||
*/
|
||||
|
||||
.container {
|
||||
padding: 16px;
|
||||
}
|
||||
|
||||
.page-header {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
align-items: center;
|
||||
margin-bottom: 16px;
|
||||
}
|
||||
|
||||
.header-actions {
|
||||
display: flex;
|
||||
gap: 12px;
|
||||
}
|
||||
|
||||
.tiles {
|
||||
display: grid;
|
||||
grid-template-columns: repeat(auto-fill, minmax(160px, 1fr));
|
||||
gap: 12px;
|
||||
margin-bottom: 16px;
|
||||
}
|
||||
|
||||
.tile {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
align-items: flex-start;
|
||||
gap: 4px;
|
||||
padding: 12px 16px;
|
||||
border: 1px solid rgb(0 0 0 / 12%);
|
||||
border-left: 4px solid #1976d2;
|
||||
border-radius: 6px;
|
||||
background: #fff;
|
||||
cursor: pointer;
|
||||
text-align: left;
|
||||
font: inherit;
|
||||
|
||||
&.vacant {
|
||||
border-left-color: #28c07a;
|
||||
}
|
||||
|
||||
&.allotted {
|
||||
border-left-color: #1976d2;
|
||||
}
|
||||
|
||||
&.blocked {
|
||||
border-left-color: #f59e0b;
|
||||
}
|
||||
|
||||
&.active {
|
||||
background: rgb(25 118 210 / 8%);
|
||||
box-shadow: 0 2px 6px rgb(0 0 0 / 10%);
|
||||
}
|
||||
}
|
||||
|
||||
.tile-label {
|
||||
font-size: 0.75rem;
|
||||
color: rgb(0 0 0 / 60%);
|
||||
text-transform: uppercase;
|
||||
letter-spacing: 0.04em;
|
||||
}
|
||||
|
||||
.tile-value {
|
||||
font-size: 1.5rem;
|
||||
font-weight: 600;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.filter-row {
|
||||
display: flex;
|
||||
flex-wrap: wrap;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
margin-bottom: 8px;
|
||||
|
||||
mat-form-field {
|
||||
width: 180px;
|
||||
}
|
||||
}
|
||||
|
||||
.table-wrapper {
|
||||
overflow-x: auto;
|
||||
background: #fff;
|
||||
}
|
||||
|
||||
table {
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
td.num,
|
||||
th.num {
|
||||
text-align: right;
|
||||
font-variant-numeric: tabular-nums;
|
||||
}
|
||||
|
||||
.pill {
|
||||
font-size: 11px;
|
||||
padding: 2px 8px;
|
||||
border-radius: 6px;
|
||||
font-weight: 600;
|
||||
|
||||
&.ok {
|
||||
background: #dff5e8;
|
||||
color: #28c07a;
|
||||
}
|
||||
|
||||
&.info {
|
||||
background: #e3f0fc;
|
||||
color: #1976d2;
|
||||
}
|
||||
|
||||
&.warn {
|
||||
background: #fdf1dc;
|
||||
color: #b45309;
|
||||
}
|
||||
|
||||
&.neutral {
|
||||
background: #e0e0e0;
|
||||
color: #757575;
|
||||
}
|
||||
}
|
||||
|
||||
.empty-state {
|
||||
padding: 24px;
|
||||
text-align: center;
|
||||
color: rgb(0 0 0 / 50%);
|
||||
}
|
||||
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user